Saul Centers Inc (BFS)

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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Geode Capital Management, LLC

INCREASED

Shares368,150 from 361,256

Change+6,894 (+2%)

Value$11.1M (-$2.4M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares288,973 from 416,391

Change-127,418 (-31%)

Value$8.7M (-$6.9M)

Filed 2026-11-02

Dimensional Fund Advisors LP

INCREASED

Shares207,124 from 202,295

Change+4,829 (+2%)

Value$6.2M (-$1.3M)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares120,806 from 120,616

Change+190 (+0%)

Value$3.6M (-$876.0K)

Filed 2026-11-05

AlphaCentric Advisors LLC

DECREASED

Shares30,000 from 35,000

Change-5,000 (-14%)

Value$902.4K (-$406.3K)

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares26,867 from 14,695

Change+12,172 (+83%)

Value$808.2K (+$258.7K)

Filed 2026-10-16

Exchange Traded Concepts, LLC

INCREASED

Shares26,173 from 23,556

Change+2,617 (+11%)

Value$787.3K (-$93.5K)

Filed 2026-10-28

Inspire Investing, LLC

INCREASED

Shares21,225 from 18,109

Change+3,116 (+17%)

Value$638.4K (-$38.6K)

Filed 2026-10-22

DekaBank Deutsche Girozentrale

INCREASED

Shares20,097 from 10,381

Change+9,716 (+94%)

Value$603 (+$262)

Filed 2026-10-27

Russell Investments Group, Ltd.

DECREASED

Shares17,697 from 19,065

Change-1,368 (-7%)

Value$532.3K (-$180.5K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares17,604 from 14,111

Change+3,493 (+25%)

Value$529.5K (+$1.9K)

Filed 2026-11-06

Asset Management One Co., Ltd.

DECREASED

Shares17,421 from 17,460

Change-39 (0%)

Value$524.0K (-$128.8K)

Filed 2026-10-27

Creative Planning

DECREASED

Shares14,288 from 18,794

Change-4,506 (-24%)

Value$429.8K (-$272.9K)

Filed 2026-11-02

Nisa Investment Advisors, LLC

INCREASED

Shares13,713 from 361

Change+13,352 (+3699%)

Value$412.5K (+$399.0K)

Filed 2026-10-20

Deutsche Bank Ag\

DECREASED

Shares12,512 from 12,928

Change-416 (-3%)

Value$376.4K (-$107.0K)

Filed 2026-11-06

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares10,968 from 11,147

Change-179 (-2%)

Value$329.9K (-$86.9K)

Filed 2026-11-05

Evergreen Capital Management LLC

DECREASED

Shares10,953 from 11,506

Change-553 (-5%)

Value$329.5K (-$100.7K)

Filed 2026-10-23

Thrivent Financial for Lutherans

DECREASED

Shares10,573 from 12,639

Change-2,066 (-16%)

Value$318 (-$472.7K)

Filed 2026-11-05

Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares10,428 from 15,247

Change-4,819 (-32%)

Value$313.7K (-$256.4K)

Filed 2026-10-29

State of Alaska, Department of Revenue

DECREASED

Shares9,724 from 11,879

Change-2,155 (-18%)

Value$291 (-$395.8K)

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares8,418 from 13,552

Change-5,134 (-38%)

Value$253.2K (-$253.5K)

Filed 2026-11-04

XML Financial, LLC

UNCHANGED

Shares7,835 from 7,835

Change0 (0%)

Value$235.7K (-$57.3K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

DECREASED

Shares7,734 from 9,445

Change-1,711 (-18%)

Value$232.6K (-$120.5K)

Filed 2026-11-06

Alps Advisors Inc

INCREASED

Shares7,688 from 6,738

Change+950 (+14%)

Value$231.3K (-$20.7K)

Filed 2026-11-03

Illinois Municipal Retirement Fund

INCREASED

Shares7,052 from 6,533

Change+519 (+8%)

Value$212.1K (-$32.1K)

Filed 2026-11-05

New York State Teachers Retirement System

DECREASED

Shares5,285 from 5,310

Change-25 (0%)

Value$159 (-$198.8K)

Filed 2026-10-22

Daiwa Securities Group Inc.

UNCHANGED

Shares4,729 from 4,729

Change0 (0%)

Value$142.2K (-$34.6K)

Filed 2026-10-29

Strs Ohio

INCREASED

Shares3,600 from 2,600

Change+1,000 (+38%)

Value$108.3K (+$11.1K)

Filed 2026-10-30

Oregon Public Employees Retirement Fund

UNCHANGED

Shares2,868 from 2,868

Change0 (0%)

Value$86.3K (-$21.0K)

Filed 2026-10-30

Gamma Investing LLC

DECREASED

Shares2,141 from 4,036

Change-1,895 (-47%)

Value$64.4K (-$86.5K)

Filed 2026-10-08

Signaturefd, LLC

DECREASED

Shares2,027 from 2,238

Change-211 (-9%)

Value$61.0K (-$22.7K)

Filed 2026-10-23

Laurel Wealth Advisors LLC

NEW

Shares1,700

Change+1,700

Value$51.1K

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,320 from 1,077

Change+243 (+23%)

Value$39.7K (-$563)

Filed 2026-10-27

Versant Capital Management, Inc

DECREASED

Shares895 from 1,129

Change-234 (-21%)

Value$26.9K (-$15.3K)

Filed 2026-10-02

US Bancorp \de\

DECREASED

Shares772 from 932

Change-160 (-17%)

Value$23.2K (-$11.6K)

Filed 2026-11-05

Parallel Advisors, LLC

DECREASED

Shares574 from 1,117

Change-543 (-49%)

Value$17.3K (-$24.5K)

Filed 2026-11-03

Spire Wealth Management

UNCHANGED

Shares512 from 512

Change0 (0%)

Value$15.4K (-$3.7K)

Filed 2026-10-30

Allworth Financial LP

INCREASED

Shares499 from 472

Change+27 (+6%)

Value$18.7K (+$1.0K)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares427 from 62

Change+365 (+589%)

Value$12.8K (+$10.5K)

Filed 2026-10-22

Holos Integrated Wealth LLC

UNCHANGED

Shares414 from 414

Change0 (0%)

Value$12.0K (-$3.2K)

Filed 2026-10-23

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares335 from 366

Change-31 (-8%)

Value$10.1K (-$3.6K)

Filed 2026-10-05

Harbor Capital Advisors, Inc.

INCREASED

Shares275 from 269

Change+6 (+2%)

Value$8 (-$10.0K)

Filed 2026-10-22

Wolff Wiese Magana LLC

UNCHANGED

Shares261 from 261

Change0 (0%)

Value$7.9K (-$1.9K)

Filed 2026-10-15

Larson Financial Group LLC

NEW

Shares207

Change+207

Value$6.2K

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$5.9K (-$1.4K)

Filed 2026-10-29

SJS Investment Consulting Inc.

INCREASED

Shares187 from 83

Change+104 (+125%)

Value$5.6K (+$2.5K)

Filed 2026-10-26

UMB Bank, n.a.

UNCHANGED

Shares186 from 186

Change0 (0%)

Value$5.6K (-$1.4K)

Filed 2026-11-06

GF Fund Management Co. Ltd.

DECREASED

Shares181 from 185

Change-4 (-2%)

Value$5.4K (-$1.5K)

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares137 from 566

Change-429 (-76%)

Value$4.1K (-$17.1K)

Filed 2026-10-08

Physician Wealth Advisors, Inc.

INCREASED

Shares112 from 16

Change+96 (+600%)

Value$3.4K (+$2.8K)

Filed 2026-10-20

High Note Wealth, LLC

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$3.1K (-$761)

Filed 2026-10-27

Bare Financial Services, Inc

DECREASED

Shares102 from 214

Change-112 (-52%)

Value$3.1K (-$4.9K)

Filed 2026-11-04

Avion Wealth

INCREASED

Shares82 from 65

Change+17 (+26%)

Value$2 ($0)

Filed 2026-11-04

Zions Bancorporation, National Association

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$2.5K (-$599)

Filed 2026-11-06

Bell Investment Advisors, Inc

INCREASED

Shares50 from 17

Change+33 (+194%)

Value$1.5K (+$868)

Filed 2026-10-29

Essential Partners LLC

DECREASED

Shares40 from 69

Change-29 (-42%)

Value$1.2K (-$1.4K)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares36

Change+36

Value$1.1K

Filed 2026-10-21

Fifth Third Bancorp

DECREASED

Shares35 from 256

Change-221 (-86%)

Value$1.1K (-$8.5K)

Filed 2026-11-05

Parkside Financial Bank & Trust

DECREASED

Shares28 from 37

Change-9 (-24%)

Value$843 (-$541)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

DECREASED

Shares24 from 69

Change-45 (-65%)

Value$722 (-$1.9K)

Filed 2026-11-04

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares21 from 56

Change-35 (-62%)

Value$632 (-$1.5K)

Filed 2026-11-03

Farmers & Merchants Investments Inc

INCREASED

Shares13 from 9

Change+4 (+44%)

Value$391 (+$54)

Filed 2026-10-22

IFP Advisors, Inc

DECREASED

Shares11 from 13

Change-2 (-15%)

Value$331 (-$155)

Filed 2026-10-16

Financial Consulate, Inc

NEW

Shares7

Change+7

Value$211

Filed 2026-10-23

Clearstead Advisors, LLC

DECREASED

Shares7 from 8

Change-1 (-12%)

Value$211 (-$89)

Filed 2026-11-06

JFS Wealth Advisors, LLC

NEW

Shares5

Change+5

Value$151

Filed 2026-11-03

Covestor Ltd

DECREASED

Shares5 from 10

Change-5 (-50%)

Value$0 ($0)

Filed 2026-10-30

Gilpin Wealth Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$91 (-$22)

Filed 2026-10-09

True Wealth Design, LLC

DECREASED

Shares1 from 10

Change-9 (-90%)

Value$31 (-$343)

Filed 2026-10-13

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$29 (-$8)

Filed 2026-10-30

Symmetry Partners, LLC

CLOSED

Shares0 from 7,391

Change-7,391 (-100%)

Value$0 (-$276.3K)

Filed 2026-10-27

Able Wealth Management LLC

CLOSED

Shares0 from 7,107

Change-7,107 (-100%)

Value$0 (-$265.7K)

Filed 2026-10-13

Louisiana State Employees Retirement System

CLOSED

Shares0 from 5,500

Change-5,500 (-100%)

Value$0 (-$205.6K)

Filed 2026-10-20

DiNuzzo Private Wealth, Inc.

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$22.4K)

Filed 2026-10-16

Assetmark, Inc

CLOSED

Shares0 from 581

Change-581 (-100%)

Value$0 (-$21.7K)

Filed 2026-10-21

Cornerstone Planning Group LLC

CLOSED

Shares0 from 83

Change-83 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-16

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$411)

Filed 2026-11-04

Davis Capital Management

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$37)

Filed 2026-10-08

Fortitude Family Office, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$37)

Filed 2026-10-14

BlackRock, Inc.

N/A

Shares— from 2,254,667

Change-2,254,667 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,407,540

Change-1,407,540 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,302,765

Change-1,302,765 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 723,198

Change-723,198 (-100%)

Value—

State Street Corp

N/A

Shares— from 570,914

Change-570,914 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 550,628

Change-550,628 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 342,206

Change-342,206 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 235,690

Change-235,690 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 177,074

Change-177,074 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 160,294

Change-160,294 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 157,772

Change-157,772 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 137,612

Change-137,612 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 98,475

Change-98,475 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 96,630

Change-96,630 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 94,508

Change-94,508 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 94,476

Change-94,476 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 90,866

Change-90,866 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 90,518

Change-90,518 (-100%)

Value—

Man Group plc

N/A

Shares— from 89,375

Change-89,375 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 87,852

Change-87,852 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 71,500

Change-71,500 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 66,078

Change-66,078 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 60,669

Change-60,669 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 57,497

Change-57,497 (-100%)

Value—

UBS Group AG

N/A

Shares— from 55,986

Change-55,986 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 54,729

Change-54,729 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 52,889

Change-52,889 (-100%)

Value—

Dean Capital Management

N/A

Shares— from 47,932

Change-47,932 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 43,668

Change-43,668 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 43,023

Change-43,023 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 41,280

Change-41,280 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 40,491

Change-40,491 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 35,632

Change-35,632 (-100%)

Value—

Crossingbridge Advisors, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 33,926

Change-33,926 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 32,544

Change-32,544 (-100%)

Value—

Beacon Investment Advisors LLC

N/A

Shares— from 32,093

Change-32,093 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 31,573

Change-31,573 (-100%)

Value—

Norges Bank

N/A

Shares— from 30,500

Change-30,500 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 29,875

Change-29,875 (-100%)

Value—

Chevy Chase Trust Holdings, LLC

N/A

Shares— from 29,472

Change-29,472 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 29,171

Change-29,171 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 28,306

Change-28,306 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 26,983

Change-26,983 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 24,994

Change-24,994 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 23,048

Change-23,048 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 22,398

Change-22,398 (-100%)

Value—

Sargent Investment Group, LLC

N/A

Shares— from 20,351

Change-20,351 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 19,998

Change-19,998 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 19,848

Change-19,848 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 19,063

Change-19,063 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 18,830

Change-18,830 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 17,433

Change-17,433 (-100%)

Value—

Choate Investment Advisors

N/A

Shares— from 16,614

Change-16,614 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 16,545

Change-16,545 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 15,047

Change-15,047 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 14,871

Change-14,871 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 13,583

Change-13,583 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 13,508

Change-13,508 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,624

Change-12,624 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 11,893

Change-11,893 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,744

Change-11,744 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 11,564

Change-11,564 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 11,374

Change-11,374 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 11,052

Change-11,052 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 10,639

Change-10,639 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,904

Change-8,904 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,894

Change-8,894 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 8,767

Change-8,767 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 7,511

Change-7,511 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 7,405

Change-7,405 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,255

Change-7,255 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 7,143

Change-7,143 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 6,928

Change-6,928 (-100%)

Value—

Wealthedge Investment Advisors, LLC

N/A

Shares— from 6,785

Change-6,785 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,719

Change-6,719 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 6,193

Change-6,193 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 6,135

Change-6,135 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,083

Change-6,083 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,879

Change-5,879 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 5,752

Change-5,752 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,683

Change-5,683 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 5,596

Change-5,596 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 5,578

Change-5,578 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 5,480

Change-5,480 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 5,440

Change-5,440 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 5,349

Change-5,349 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 4,776

Change-4,776 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 4,717

Change-4,717 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,626

Change-4,626 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,316

Change-4,316 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,505

Change-3,505 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 3,110

Change-3,110 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 2,643

Change-2,643 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,061

Change-2,061 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2,018

Change-2,018 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,741

Change-1,741 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,463

Change-1,463 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,425

Change-1,425 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,277

Change-1,277 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,207

Change-1,207 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,111

Change-1,111 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 835

Change-835 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 573

Change-573 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 159

Change-159 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 156

Change-156 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 142

Change-142 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 139

Change-139 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 12

Change-12 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Quarry LP

N/A

Shares— from 6

Change-6 (-100%)

Value—

Motco

N/A

Shares— from 3

Change-3 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	368,150	361,256	+6,894	+2%	$13.5M	$11.1M	-$2.4M	2026-11-06
Principal Financial Group Inc	DECREASED	288,973	416,391	-127,418	-31%	$15.6M	$8.7M	-$6.9M	2026-11-02
Dimensional Fund Advisors LP	INCREASED	207,124	202,295	+4,829	+2%	$7.6M	$6.2M	-$1.3M	2026-11-04
Bank of New York Mellon Corp	INCREASED	120,806	120,616	+190	+0%	$4.5M	$3.6M	-$876.0K	2026-11-05
AlphaCentric Advisors LLC	DECREASED	30,000	35,000	-5,000	-14%	$1.3M	$902.4K	-$406.3K	2026-11-03
Y-Intercept (Hong Kong) Ltd	INCREASED	26,867	14,695	+12,172	+83%	$549.4K	$808.2K	+$258.7K	2026-10-16
Exchange Traded Concepts, LLC	INCREASED	26,173	23,556	+2,617	+11%	$880.8K	$787.3K	-$93.5K	2026-10-28
Inspire Investing, LLC	INCREASED	21,225	18,109	+3,116	+17%	$677.1K	$638.4K	-$38.6K	2026-10-22
DekaBank Deutsche Girozentrale	INCREASED	20,097	10,381	+9,716	+94%	$341	$603	+$262	2026-10-27
Russell Investments Group, Ltd.	DECREASED	17,697	19,065	-1,368	-7%	$712.8K	$532.3K	-$180.5K	2026-11-06
Barclays PLC	INCREASED	17,604	14,111	+3,493	+25%	$527.6K	$529.5K	+$1.9K	2026-11-06
Asset Management One Co., Ltd.	DECREASED	17,421	17,460	-39	0%	$652.8K	$524.0K	-$128.8K	2026-10-27
Creative Planning	DECREASED	14,288	18,794	-4,506	-24%	$702.7K	$429.8K	-$272.9K	2026-11-02
Nisa Investment Advisors, LLC	INCREASED	13,713	361	+13,352	+3699%	$13.5K	$412.5K	+$399.0K	2026-10-20
Deutsche Bank Ag\	DECREASED	12,512	12,928	-416	-3%	$483.4K	$376.4K	-$107.0K	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	10,968	11,147	-179	-2%	$416.8K	$329.9K	-$86.9K	2026-11-05
Evergreen Capital Management LLC	DECREASED	10,953	11,506	-553	-5%	$430.2K	$329.5K	-$100.7K	2026-10-23
Thrivent Financial for Lutherans	DECREASED	10,573	12,639	-2,066	-16%	$473.0K	$318	-$472.7K	2026-11-05
Sumitomo Mitsui Trust Group, Inc.	DECREASED	10,428	15,247	-4,819	-32%	$570.1K	$313.7K	-$256.4K	2026-10-29
State of Alaska, Department of Revenue	DECREASED	9,724	11,879	-2,155	-18%	$396.0K	$291	-$395.8K	2026-10-15
Citigroup Inc	DECREASED	8,418	13,552	-5,134	-38%	$506.7K	$253.2K	-$253.5K	2026-11-04
XML Financial, LLC	UNCHANGED	7,835	7,835	0	0%	$293.0K	$235.7K	-$57.3K	2026-10-29
PNC Financial Services Group, Inc.	DECREASED	7,734	9,445	-1,711	-18%	$353.1K	$232.6K	-$120.5K	2026-11-06
Alps Advisors Inc	INCREASED	7,688	6,738	+950	+14%	$251.9K	$231.3K	-$20.7K	2026-11-03
Illinois Municipal Retirement Fund	INCREASED	7,052	6,533	+519	+8%	$244.3K	$212.1K	-$32.1K	2026-11-05
New York State Teachers Retirement System	DECREASED	5,285	5,310	-25	0%	$199.0K	$159	-$198.8K	2026-10-22
Daiwa Securities Group Inc.	UNCHANGED	4,729	4,729	0	0%	$176.8K	$142.2K	-$34.6K	2026-10-29
Strs Ohio	INCREASED	3,600	2,600	+1,000	+38%	$97.2K	$108.3K	+$11.1K	2026-10-30
Oregon Public Employees Retirement Fund	UNCHANGED	2,868	2,868	0	0%	$107.2K	$86.3K	-$21.0K	2026-10-30
Gamma Investing LLC	DECREASED	2,141	4,036	-1,895	-47%	$150.9K	$64.4K	-$86.5K	2026-10-08
Signaturefd, LLC	DECREASED	2,027	2,238	-211	-9%	$83.7K	$61.0K	-$22.7K	2026-10-23
Laurel Wealth Advisors LLC	NEW	1,700	—	+1,700	—	—	$51.1K	—	2026-10-27
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,320	1,077	+243	+23%	$40.3K	$39.7K	-$563	2026-10-27
Versant Capital Management, Inc	DECREASED	895	1,129	-234	-21%	$42.2K	$26.9K	-$15.3K	2026-10-02
US Bancorp \de\	DECREASED	772	932	-160	-17%	$34.8K	$23.2K	-$11.6K	2026-11-05
Parallel Advisors, LLC	DECREASED	574	1,117	-543	-49%	$41.8K	$17.3K	-$24.5K	2026-11-03
Spire Wealth Management	UNCHANGED	512	512	0	0%	$19.1K	$15.4K	-$3.7K	2026-10-30
Allworth Financial LP	INCREASED	499	472	+27	+6%	$17.6K	$18.7K	+$1.0K	2026-11-06
Sterling Capital Management LLC	INCREASED	427	62	+365	+589%	$2.3K	$12.8K	+$10.5K	2026-10-22
Holos Integrated Wealth LLC	UNCHANGED	414	414	0	0%	$15.2K	$12.0K	-$3.2K	2026-10-23
MassMutual Private Wealth & Trust, FSB	DECREASED	335	366	-31	-8%	$13.7K	$10.1K	-$3.6K	2026-10-05
Harbor Capital Advisors, Inc.	INCREASED	275	269	+6	+2%	$10.0K	$8	-$10.0K	2026-10-22
Wolff Wiese Magana LLC	UNCHANGED	261	261	0	0%	$9.8K	$7.9K	-$1.9K	2026-10-15
Larson Financial Group LLC	NEW	207	—	+207	—	—	$6.2K	—	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	195	195	0	0%	$7.3K	$5.9K	-$1.4K	2026-10-29
SJS Investment Consulting Inc.	INCREASED	187	83	+104	+125%	$3.1K	$5.6K	+$2.5K	2026-10-26
UMB Bank, n.a.	UNCHANGED	186	186	0	0%	$7.0K	$5.6K	-$1.4K	2026-11-06
GF Fund Management Co. Ltd.	DECREASED	181	185	-4	-2%	$6.9K	$5.4K	-$1.5K	2026-10-26
Farther Finance Advisors, LLC	DECREASED	137	566	-429	-76%	$21.2K	$4.1K	-$17.1K	2026-10-08
Physician Wealth Advisors, Inc.	INCREASED	112	16	+96	+600%	$599	$3.4K	+$2.8K	2026-10-20
High Note Wealth, LLC	UNCHANGED	104	104	0	0%	$3.9K	$3.1K	-$761	2026-10-27
Bare Financial Services, Inc	DECREASED	102	214	-112	-52%	$8.0K	$3.1K	-$4.9K	2026-11-04
Avion Wealth	INCREASED	82	65	+17	+26%	$2	$2	$0	2026-11-04
Zions Bancorporation, National Association	UNCHANGED	82	82	0	0%	$3.1K	$2.5K	-$599	2026-11-06
Bell Investment Advisors, Inc	INCREASED	50	17	+33	+194%	$636	$1.5K	+$868	2026-10-29
Essential Partners LLC	DECREASED	40	69	-29	-42%	$2.6K	$1.2K	-$1.4K	2026-10-14
Root Financial Partners, LLC	NEW	36	—	+36	—	—	$1.1K	—	2026-10-21
Fifth Third Bancorp	DECREASED	35	256	-221	-86%	$9.6K	$1.1K	-$8.5K	2026-11-05
Parkside Financial Bank & Trust	DECREASED	28	37	-9	-24%	$1.4K	$843	-$541	2026-10-27
EverSource Wealth Advisors, LLC	DECREASED	24	69	-45	-65%	$2.6K	$722	-$1.9K	2026-11-04
Mirae Asset Global Investments Co., Ltd.	DECREASED	21	56	-35	-62%	$2.1K	$632	-$1.5K	2026-11-03
Farmers & Merchants Investments Inc	INCREASED	13	9	+4	+44%	$337	$391	+$54	2026-10-22
IFP Advisors, Inc	DECREASED	11	13	-2	-15%	$486	$331	-$155	2026-10-16
Financial Consulate, Inc	NEW	7	—	+7	—	—	$211	—	2026-10-23
Clearstead Advisors, LLC	DECREASED	7	8	-1	-12%	$300	$211	-$89	2026-11-06
JFS Wealth Advisors, LLC	NEW	5	—	+5	—	—	$151	—	2026-11-03
Covestor Ltd	DECREASED	5	10	-5	-50%	$0	$0	$0	2026-10-30
Gilpin Wealth Management, LLC	UNCHANGED	3	3	0	0%	$113	$91	-$22	2026-10-09
True Wealth Design, LLC	DECREASED	1	10	-9	-90%	$374	$31	-$343	2026-10-13
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$37	$29	-$8	2026-10-30
Symmetry Partners, LLC	CLOSED	0	7,391	-7,391	-100%	$276.3K	$0	-$276.3K	2026-10-27
Able Wealth Management LLC	CLOSED	0	7,107	-7,107	-100%	$265.7K	$0	-$265.7K	2026-10-13
Louisiana State Employees Retirement System	CLOSED	0	5,500	-5,500	-100%	$205.6K	$0	-$205.6K	2026-10-20
DiNuzzo Private Wealth, Inc.	CLOSED	0	600	-600	-100%	$22.4K	$0	-$22.4K	2026-10-16
Assetmark, Inc	CLOSED	0	581	-581	-100%	$21.7K	$0	-$21.7K	2026-10-21
Cornerstone Planning Group LLC	CLOSED	0	83	-83	-100%	$3.0K	$0	-$3.0K	2026-10-16
Plante Moran Financial Advisors, LLC	CLOSED	0	11	-11	-100%	$411	$0	-$411	2026-11-04
Davis Capital Management	CLOSED	0	1	-1	-100%	$37	$0	-$37	2026-10-08
Fortitude Family Office, LLC	CLOSED	0	1	-1	-100%	$37	$0	-$37	2026-10-14
BlackRock, Inc.	N/A	—	2,254,667	-2,254,667	-100%	$84.3M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,407,540	-1,407,540	-100%	$52.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,302,765	-1,302,765	-100%	$48.7M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	723,198	-723,198	-100%	$27.0M	—	—	—
State Street Corp	N/A	—	570,914	-570,914	-100%	$21.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	550,628	-550,628	-100%	$20.6M	—	—	—
Morgan Stanley	N/A	—	342,206	-342,206	-100%	$12.8M	—	—	—
Ameriprise Financial Inc	N/A	—	235,690	-235,690	-100%	$8.8M	—	—	—
Renaissance Technologies LLC	N/A	—	177,074	-177,074	-100%	$6.6M	—	—	—
Northern Trust Corp	N/A	—	160,294	-160,294	-100%	$6.0M	—	—	—
Invesco Ltd.	N/A	—	157,772	-157,772	-100%	$5.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	137,612	-137,612	-100%	$5.1M	—	—	—
Nuveen, LLC	N/A	—	98,475	-98,475	-100%	$3.7M	—	—	—
Cary Street Partners Financial LLC	N/A	—	96,630	-96,630	-100%	$3.6M	—	—	—
JPMorgan Chase & Co	N/A	—	94,508	-94,508	-100%	$3.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	94,476	-94,476	-100%	$3.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	90,866	-90,866	-100%	$3.4M	—	—	—
Two Sigma Investments, LP	N/A	—	90,518	-90,518	-100%	$3.4M	—	—	—
Man Group plc	N/A	—	89,375	-89,375	-100%	$3.3M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	87,852	-87,852	-100%	$3.3M	—	—	—
Denali Advisors LLC	N/A	—	71,500	-71,500	-100%	$2.7M	—	—	—
Dean Investment Associates, LLC	N/A	—	66,078	-66,078	-100%	$2.5M	—	—	—
Quantinno Capital Management LP	N/A	—	60,669	-60,669	-100%	$2.3M	—	—	—
Wells Fargo & Company	N/A	—	57,497	-57,497	-100%	$2.1M	—	—	—
UBS Group AG	N/A	—	55,986	-55,986	-100%	$2.1M	—	—	—
AQR Capital Management LLC	N/A	—	54,729	-54,729	-100%	$2.0M	—	—	—
Brown Advisory Inc	N/A	—	52,889	-52,889	-100%	$2.0M	—	—	—
Dean Capital Management	N/A	—	47,932	-47,932	-100%	$1.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	43,668	-43,668	-100%	$1.6M	—	—	—
Public Sector Pension Investment Board	N/A	—	43,023	-43,023	-100%	$1.6M	—	—	—
Millennium Management LLC	N/A	—	41,280	-41,280	-100%	$1.5M	—	—	—
Panagora Asset Management Inc	N/A	—	40,491	-40,491	-100%	$1.5M	—	—	—
Penserra Capital Management LLC	N/A	—	35,632	-35,632	-100%	$1.3M	—	—	—
Crossingbridge Advisors, LLC	N/A	—	35,000	-35,000	-100%	$1.3M	—	—	—
Royal Bank of Canada	N/A	—	33,926	-33,926	-100%	$1.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	32,544	-32,544	-100%	$1.2M	—	—	—
Beacon Investment Advisors LLC	N/A	—	32,093	-32,093	-100%	$1.2M	—	—	—
Rhumbline Advisers	N/A	—	31,573	-31,573	-100%	$1.2M	—	—	—
Norges Bank	N/A	—	30,500	-30,500	-100%	$1.1M	—	—	—
Legal & General Group Plc	N/A	—	29,875	-29,875	-100%	$1.1M	—	—	—
Chevy Chase Trust Holdings, LLC	N/A	—	29,472	-29,472	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	29,171	-29,171	-100%	$1.1M	—	—	—
Lazard Asset Management LLC	N/A	—	28,306	-28,306	-100%	$1.1M	—	—	—
Swiss National Bank	N/A	—	26,983	-26,983	-100%	$1.0M	—	—	—
Legato Capital Management LLC	N/A	—	24,994	-24,994	-100%	$934.5K	—	—	—
Inceptionr LLC	N/A	—	23,048	-23,048	-100%	$861.8K	—	—	—
New York State Common Retirement Fund	N/A	—	22,398	-22,398	-100%	$837.5K	—	—	—
Sargent Investment Group, LLC	N/A	—	20,351	-20,351	-100%	$760.9K	—	—	—
Voya Investment Management LLC	N/A	—	19,998	-19,998	-100%	$747.7K	—	—	—
GSA Capital Partners LLP	N/A	—	19,848	-19,848	-100%	$742.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	19,063	-19,063	-100%	$712.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	18,830	-18,830	-100%	$704.1K	—	—	—
Canada Life Assurance Co	N/A	—	17,433	-17,433	-100%	$652.0K	—	—	—
Choate Investment Advisors	N/A	—	16,614	-16,614	-100%	$621.2K	—	—	—
Guggenheim Capital LLC	N/A	—	16,545	-16,545	-100%	$618.6K	—	—	—
California State Teachers Retirement System	N/A	—	15,047	-15,047	-100%	$562.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	14,871	-14,871	-100%	$556.0K	—	—	—
Alliancebernstein L.P.	N/A	—	13,583	-13,583	-100%	$442.5K	—	—	—
Prudential Financial Inc	N/A	—	13,508	-13,508	-100%	$505.1K	—	—	—
XTX Topco Ltd	N/A	—	12,624	-12,624	-100%	$472.0K	—	—	—
Odyssean, LLC	N/A	—	11,893	-11,893	-100%	$444.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,744	-11,744	-100%	$439.1K	—	—	—
SEI Investments Co	N/A	—	11,564	-11,564	-100%	$432.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	11,374	-11,374	-100%	$425.3K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	11,052	-11,052	-100%	$413.2K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	10,639	-10,639	-100%	$397.8K	—	—	—
FMR LLC	N/A	—	8,904	-8,904	-100%	$332.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,894	-8,894	-100%	$332.5K	—	—	—
First Trust Advisors LP	N/A	—	8,767	-8,767	-100%	$327.8K	—	—	—
Squarepoint Ops LLC	N/A	—	7,511	-7,511	-100%	$280.8K	—	—	—
Martingale Asset Management L P	N/A	—	7,405	-7,405	-100%	$276.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,255	-7,255	-100%	$271.3K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	7,143	-7,143	-100%	$267.1K	—	—	—
Cerity Partners LLC	N/A	—	6,928	-6,928	-100%	$259.0K	—	—	—
Wealthedge Investment Advisors, LLC	N/A	—	6,785	-6,785	-100%	$253.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,719	-6,719	-100%	$251.2K	—	—	—
Jupiter Topco LLC	N/A	—	6,193	-6,193	-100%	$231.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	6,135	-6,135	-100%	$229.4K	—	—	—
Stifel Financial Corp	N/A	—	6,083	-6,083	-100%	$227.4K	—	—	—
HighTower Advisors, LLC	N/A	—	5,879	-5,879	-100%	$219.8K	—	—	—
Ballentine Partners, LLC	N/A	—	5,752	-5,752	-100%	$215.1K	—	—	—
Cetera Investment Advisers	N/A	—	5,683	-5,683	-100%	$212.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	5,596	-5,596	-100%	$209.2K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	5,578	-5,578	-100%	$208.6K	—	—	—
Coldstream Capital Management Inc	N/A	—	5,480	-5,480	-100%	$204.9K	—	—	—
IEQ Capital, LLC	N/A	—	5,440	-5,440	-100%	$203.4K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	5,349	-5,349	-100%	$201.7K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	4,776	-4,776	-100%	$178.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	4,717	-4,717	-100%	$176.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,626	-4,626	-100%	$173.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,316	-4,316	-100%	$161.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,505	-3,505	-100%	$131.1K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	3,110	-3,110	-100%	$100.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	2,750	-2,750	-100%	$102.8K	—	—	—
Vestcor Inc	N/A	—	2,643	-2,643	-100%	$99.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,061	-2,061	-100%	$77.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2,018	-2,018	-100%	$75.5K	—	—	—
Whittier Trust Co	N/A	—	2,000	-2,000	-100%	$73.4K	—	—	—
Bessemer Group Inc	N/A	—	1,741	-1,741	-100%	$63.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,463	-1,463	-100%	$55.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,425	-1,425	-100%	$53.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,350	-1,350	-100%	$50.5K	—	—	—
Arax Advisory Partners	N/A	—	1,277	-1,277	-100%	$47.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,207	-1,207	-100%	$45.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,111	-1,111	-100%	$41.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	835	-835	-100%	$31.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	573	-573	-100%	$21.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	159	-159	-100%	$6.0K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	156	-156	-100%	$5.8K	—	—	—
Optiver Holding B.V.	N/A	—	142	-142	-100%	$5.3K	—	—	—
Cornerstone Financial Management LLC	N/A	—	139	-139	-100%	$5.2K	—	—	—
JPL Wealth Management, LLC	N/A	—	63	-63	-100%	$2.4K	—	—	—
Rialto Wealth Management, LLC	N/A	—	17	-17	-100%	$636	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	12	-12	-100%	$449	—	—	—
Harbour Investments, Inc.	N/A	—	9	-9	-100%	$337	—	—	—
Ankerstar Wealth, LLC	N/A	—	8	-8	-100%	$299	—	—	—
Rothschild Investment LLC	N/A	—	8	-8	-100%	$299	—	—	—
Quarry LP	N/A	—	6	-6	-100%	$224	—	—	—
Motco	N/A	—	3	-3	-100%	$112	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	2	-2	-100%	$75	—	—	—

Showing 199 of 199 institutions