Select Water Solutions Inc (WTTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares6,331,185 from 6,519,388

Change-188,203 (-3%)

Value$125.3M (-$5.0M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares3,291,772 from 3,262,249

Change+29,523 (+1%)

Value$65.2M (-$35.5K)

Filed 2026-11-06

Deprince Race & Zollo Inc

DECREASED

Shares2,377,683 from 3,447,087

Change-1,069,404 (-31%)

Value$47.1M (-$21.8M)

Filed 2026-10-13

Royce & Associates LP

DECREASED

Shares1,678,204 from 1,812,157

Change-133,953 (-7%)

Value$33.2M (-$3.0M)

Filed 2026-11-09

SG Capital Management LLC

INCREASED

Shares1,395,686 from 980,317

Change+415,369 (+42%)

Value$27.6M (+$8.0M)

Filed 2026-11-06

Cushing Asset Management, LP dba NXG Investment Management

INCREASED

Shares1,330,000 from 1,020,000

Change+310,000 (+30%)

Value$26.3M (+$5.9M)

Filed 2026-10-26

Russell Investments Group, Ltd.

DECREASED

Shares1,199,488 from 1,455,298

Change-255,810 (-18%)

Value$23.7M (-$5.3M)

Filed 2026-11-06

Penn Capital Management Company, LLC

DECREASED

Shares1,137,794 from 1,222,090

Change-84,296 (-7%)

Value$22.6M (-$1.9M)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares673,180 from 669,664

Change+3,516 (+1%)

Value$13.3M (-$57.6K)

Filed 2026-11-05

Adams Asset Advisors, LLC

UNCHANGED

Shares409,161 from 409,161

Change0 (0%)

Value$8.1M (-$77.7K)

Filed 2026-10-08

Alps Advisors Inc

INCREASED

Shares355,798 from 306,431

Change+49,367 (+16%)

Value$7.0M (+$918.8K)

Filed 2026-11-03

Squarepoint Ops LLC

INCREASED

Shares318,351 from 140,669

Change+177,682 (+126%)

Value$6.3M (+$3.5M)

Filed 2026-11-09

Bridge City Capital, LLC

DECREASED

Shares300,837 from 313,900

Change-13,063 (-4%)

Value$6.0M (-$318.2K)

Filed 2026-10-29

Asset Management One Co., Ltd.

INCREASED

Shares280,073 from 267,120

Change+12,953 (+5%)

Value$5.5M (+$205.6K)

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares261,477 from 320,060

Change-58,583 (-18%)

Value$5.2M (-$1.2M)

Filed 2026-10-22

DDD Partners, LLC

NEW

Shares250,518

Change+250,518

Value$5.0M

Filed 2026-11-02

Ranger Investment Management, L.P.

DECREASED

Shares239,698 from 239,795

Change-97 (0%)

Value$4.7M (-$47.5K)

Filed 2026-11-06

Wedge Capital Management L L P

INCREASED

Shares233,807 from 216,560

Change+17,247 (+8%)

Value$4.6M (+$300.2K)

Filed 2026-10-13

Deutsche Bank Ag\

INCREASED

Shares216,619 from 196,611

Change+20,008 (+10%)

Value$4.3M (+$358.6K)

Filed 2026-11-06

Harbor Capital Advisors, Inc.

DECREASED

Shares175,783 from 189,814

Change-14,031 (-7%)

Value$3.5K (-$3.8M)

Filed 2026-10-22

Oliver Luxxe Assets LLC

DECREASED

Shares159,877 from 161,153

Change-1,276 (-1%)

Value$3.2M (-$55.9K)

Filed 2026-10-14

Stanley-Laman Group, Ltd.

DECREASED

Shares158,237 from 226,325

Change-68,088 (-30%)

Value$3.1M (-$1.4M)

Filed 2026-10-20

Hantz Financial Services, Inc.

DECREASED

Shares141,878 from 201,190

Change-59,312 (-29%)

Value$2.8K (-$4.0M)

Filed 2026-11-09

North Star Investment Management Corp.

INCREASED

Shares110,600 from 107,000

Change+3,600 (+3%)

Value$2.2M (+$50.9K)

Filed 2026-10-27

Americana Partners, LLC

INCREASED

Shares110,132 from 110,069

Change+63 (+0%)

Value$2.2M (-$19.7K)

Filed 2026-10-28

Miller Howard Investments Inc

INCREASED

Shares107,679 from 106,172

Change+1,507 (+1%)

Value$2.1M (+$9.7K)

Filed 2026-10-26

OP Asset Management Ltd

UNCHANGED

Shares96,242 from 96,242

Change0 (0%)

Value$1.9M (-$18.3K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares92,505 from 51,345

Change+41,160 (+80%)

Value$1.8M (+$804.8K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares85,670 from 65,191

Change+20,479 (+31%)

Value$1.7M (+$392.9K)

Filed 2026-11-02

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

INCREASED

Shares77,631 from 74,648

Change+2,983 (+4%)

Value$1.5M (+$44.9K)

Filed 2026-10-22

Strs Ohio

INCREASED

Shares60,500 from 55,200

Change+5,300 (+10%)

Value$1.2M (+$94.4K)

Filed 2026-10-30

Sigma Planning Corp

INCREASED

Shares60,465 from 60,290

Change+175 (+0%)

Value$1.2M (-$8.0K)

Filed 2026-10-23

State of New Jersey Common Pension Fund D

NEW

Shares58,762

Change+58,762

Value$1.2M

Filed 2026-11-05

CenterBook Partners LP

INCREASED

Shares58,282 from 53,344

Change+4,938 (+9%)

Value$1.2M (+$87.6K)

Filed 2026-11-02

Fort Washington Investment Advisors Inc

DECREASED

Shares57,690 from 60,401

Change-2,711 (-4%)

Value$1.1M (-$65.1K)

Filed 2026-10-15

Retirement Planning Group, LLC

INCREASED

Shares55,103 from 54,917

Change+186 (+0%)

Value$1.1M (-$6.8K)

Filed 2026-10-19

Nisa Investment Advisors, LLC

INCREASED

Shares47,620 from 46,490

Change+1,130 (+2%)

Value$942.4K (+$13.5K)

Filed 2026-10-20

Vise Technologies, Inc.

INCREASED

Shares47,332 from 37,259

Change+10,073 (+27%)

Value$936.7K (+$192.3K)

Filed 2026-10-29

Atria Investments, Inc

INCREASED

Shares46,514 from 32,923

Change+13,591 (+41%)

Value$920.5K (+$262.7K)

Filed 2026-10-15

Barclays PLC

INCREASED

Shares46,407 from 33,387

Change+13,020 (+39%)

Value$918.4K (+$251.3K)

Filed 2026-11-06

Villanova Investment Management Co

UNCHANGED

Shares44,866 from 44,866

Change0 (0%)

Value$887.9K (-$8.5K)

Filed 2026-11-02

Pier 88 Investment Partners LLC

UNCHANGED

Shares42,700 from 42,700

Change0 (0%)

Value$845.0K (-$8.1K)

Filed 2026-11-06

Inspire Investing, LLC

DECREASED

Shares39,697 from 42,870

Change-3,173 (-7%)

Value$785.6K (-$70.9K)

Filed 2026-10-22

EagleClaw Capital Managment, LLC

INCREASED

Shares39,200 from 37,000

Change+2,200 (+6%)

Value$775.8K (+$36.5K)

Filed 2026-11-06

Elco Management Co., LLC

INCREASED

Shares35,649 from 23,748

Change+11,901 (+50%)

Value$705.5K (+$231.0K)

Filed 2026-10-14

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares32,575 from 33,607

Change-1,032 (-3%)

Value$644.7K (-$26.8K)

Filed 2026-11-09

Arizona State Retirement System

INCREASED

Shares31,510 from 30,258

Change+1,252 (+4%)

Value$623.6K (+$19.0K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares31,086 from 200,774

Change-169,688 (-85%)

Value$615.2K (-$3.4M)

Filed 2026-11-04

Compound Planning, Inc.

DECREASED

Shares29,983 from 32,494

Change-2,511 (-8%)

Value$593.4K (-$55.9K)

Filed 2026-11-09

Perigon Wealth Management, LLC

INCREASED

Shares29,287 from 21,573

Change+7,714 (+36%)

Value$579.6K (+$148.5K)

Filed 2026-10-22

Truist Financial Corp

INCREASED

Shares25,643 from 25,145

Change+498 (+2%)

Value$507.5K (+$5.1K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares23,687 from 21,907

Change+1,780 (+8%)

Value$464.3K (+$42.6K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares21,748 from 15,529

Change+6,219 (+40%)

Value$430.4K (+$120.1K)

Filed 2026-11-06

Yorktown Management & Research Co Inc

UNCHANGED

Shares19,450 from 19,450

Change0 (0%)

Value$384.9K (-$3.7K)

Filed 2026-10-28

State of Wyoming

NEW

Shares19,241

Change+19,241

Value$380.8K

Filed 2026-10-28

Pictet Asset Management Holding SA

UNCHANGED

Shares19,127 from 19,127

Change0 (0%)

Value$378.5K (-$3.6K)

Filed 2026-11-03

Harbour Capital Advisors, LLC

INCREASED

Shares19,125 from 18,750

Change+375 (+2%)

Value$378.5K (+$17.5K)

Filed 2026-10-13

Keybank National Association

DECREASED

Shares17,626 from 21,051

Change-3,425 (-16%)

Value$348.8K (-$71.8K)

Filed 2026-11-04

Profund Advisors LLC

DECREASED

Shares16,111 from 22,126

Change-6,015 (-27%)

Value$318.8K (-$123.2K)

Filed 2026-10-29

Acadian Asset Management LLC

DECREASED

Shares15,426 from 145,910

Change-130,484 (-89%)

Value$305 (-$2.9M)

Filed 2026-11-09

Creative Financial Designs Inc

INCREASED

Shares15,141 from 13,621

Change+1,520 (+11%)

Value$299.6K (+$27.5K)

Filed 2026-11-04

Ritholtz Wealth Management

INCREASED

Shares14,839 from 14,613

Change+226 (+2%)

Value$293.7K (+$1.7K)

Filed 2026-11-05

ProShare Advisors LLC

DECREASED

Shares14,600 from 14,927

Change-327 (-2%)

Value$288.9K (-$9.3K)

Filed 2026-10-29

BCO Wealth Management LLC

DECREASED

Shares14,259 from 20,389

Change-6,130 (-30%)

Value$282.2K (-$125.2K)

Filed 2026-10-14

Kings Path Partners LLC

UNCHANGED

Shares13,490 from 13,490

Change0 (0%)

Value$267.0K (-$2.6K)

Filed 2026-10-21

Principal Financial Group Inc

NEW

Shares13,403

Change+13,403

Value$265.2K

Filed 2026-11-02

Premier Fund Managers Ltd

DECREASED

Shares13,301 from 15,010

Change-1,709 (-11%)

Value$257 (-$37)

Filed 2026-11-02

Indiana Trust & Investment Management Co

UNCHANGED

Shares12,316 from 12,316

Change0 (0%)

Value$243.7K (-$2.3K)

Filed 2026-10-22

Y-Intercept (Hong Kong) Ltd

NEW

Shares11,429

Change+11,429

Value$226.2K

Filed 2026-10-16

Xponance LLC

DECREASED

Shares11,230 from 11,281

Change-51 (0%)

Value$222.2K (-$3.2K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares10,939 from 10,665

Change+274 (+3%)

Value$216 (-$212.8K)

Filed 2026-11-02

U S Global Investors Inc

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$197.9K (-$1.9K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares8,572 from 8,424

Change+148 (+2%)

Value$169.6K (+$1.3K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

DECREASED

Shares8,521 from 11,033

Change-2,512 (-23%)

Value$168.6K (-$51.8K)

Filed 2026-10-28

Birch Financial Group, LLC

NEW

Shares6,902

Change+6,902

Value$136.6K

Filed 2026-10-27

Bank Julius Baer & Co. Ltd, Zurich

NEW

Shares4,400

Change+4,400

Value$87.1K

Filed 2026-10-29

State of Alaska, Department of Revenue

INCREASED

Shares4,381 from 3,106

Change+1,275 (+41%)

Value$86 (-$61.9K)

Filed 2026-10-15

KBC Group NV

NEW

Shares3,581

Change+3,581

Value$71

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares3,516 from 3,062

Change+454 (+15%)

Value$69.6K (+$8.4K)

Filed 2026-10-08

Blue Trust, Inc.

NEW

Shares3,512

Change+3,512

Value$69.5K

Filed 2026-10-15

Nykredit A/S

UNCHANGED

Shares3,127 from 3,127

Change0 (0%)

Value$61.9K (-$594)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares3,106 from 2,905

Change+201 (+7%)

Value$61.5K (+$3.4K)

Filed 2026-11-04

USA Financial Formulas

NEW

Shares2,496

Change+2,496

Value$49.4K

Filed 2026-10-16

Picton Mahoney Asset Management

DECREASED

Shares2,345 from 2,827

Change-482 (-17%)

Value$46.4K (-$10.1K)

Filed 2026-11-09

Versant Capital Management, Inc

UNCHANGED

Shares1,985 from 1,985

Change0 (0%)

Value$39.3K (-$377)

Filed 2026-10-02

Simplex Trading, LLC

DECREASED

Shares1,568 from 23,996

Change-22,428 (-93%)

Value$31.0K (-$448.4K)

Filed 2026-11-04

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1,410 from 1,410

Change0 (0%)

Value$28 ($0)

Filed 2026-10-27

Harbor Investment Advisory, LLC

UNCHANGED

Shares1,204 from 1,204

Change0 (0%)

Value$23.8K (-$229)

Filed 2026-10-13

Parallel Advisors, LLC

INCREASED

Shares1,077 from 340

Change+737 (+217%)

Value$21.3K (+$14.5K)

Filed 2026-11-03

UMB Bank, n.a.

NEW

Shares1,000

Change+1,000

Value$19.8K

Filed 2026-11-06

CoreCap Advisors, LLC

NEW

Shares800

Change+800

Value$15.8K

Filed 2026-10-08

Farther Finance Advisors, LLC

DECREASED

Shares738 from 1,212

Change-474 (-39%)

Value$14.6K (-$9.6K)

Filed 2026-10-08

Valued Wealth Advisors LLC

INCREASED

Shares546 from 502

Change+44 (+9%)

Value$10.8K (+$776)

Filed 2026-11-05

Hurley Capital, LLC

DECREASED

Shares459 from 919

Change-460 (-50%)

Value$9.1K (-$9.3K)

Filed 2026-11-05

Nfsg Corp

DECREASED

Shares450 from 1,208

Change-758 (-63%)

Value$8.9K (-$15.2K)

Filed 2026-10-15

Allworth Financial LP

INCREASED

Shares410 from 332

Change+78 (+23%)

Value$8.2K (+$1.6K)

Filed 2026-11-06

Larson Financial Group LLC

UNCHANGED

Shares383 from 383

Change0 (0%)

Value$7.6K (-$72)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares308 from 408

Change-100 (-25%)

Value$6.1K (-$2.1K)

Filed 2026-10-16

GoalVest Advisory LLC

UNCHANGED

Shares231 from 231

Change0 (0%)

Value$4.6K (-$44)

Filed 2026-10-02

Caitong International Asset Management Co., Ltd

DECREASED

Shares216 from 3,823

Change-3,607 (-94%)

Value$4.3K (-$72.1K)

Filed 2026-10-29

SJS Investment Consulting Inc.

INCREASED

Shares195 from 167

Change+28 (+17%)

Value$3.9K (+$523)

Filed 2026-10-26

US Bancorp \de\

DECREASED

Shares191 from 213

Change-22 (-10%)

Value$3.8K (-$476)

Filed 2026-11-05

Essential Partners LLC

INCREASED

Shares180 from 109

Change+71 (+65%)

Value$3.6K (+$1.4K)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares138

Change+138

Value$2.7K

Filed 2026-10-21

Private Wealth Management Group, LLC

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$2.5K (-$24)

Filed 2026-10-19

Mowery & Schoenfeld Wealth Management, LLC

NEW

Shares118

Change+118

Value$2.3K

Filed 2026-10-28

Silver Grove Financial Group, Inc.

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$2.2K (-$22)

Filed 2026-11-05

Fortitude Family Office, LLC

INCREASED

Shares108 from 41

Change+67 (+163%)

Value$2.1K (+$1.3K)

Filed 2026-10-14

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$1.5K (-$15)

Filed 2026-10-23

True Wealth Design, LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$1.0K (-$10)

Filed 2026-10-13

Ascentis Wealth Management, LLC

NEW

Shares37

Change+37

Value$732

Filed 2026-11-03

SBI Securities Co., Ltd.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$712 (-$7)

Filed 2026-10-22

Signaturefd, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$653 (-$6)

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$613 (-$6)

Filed 2026-10-27

Parkside Financial Bank & Trust

NEW

Shares23

Change+23

Value$456

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares17 from 29

Change-12 (-41%)

Value$0 (-$1)

Filed 2026-10-30

Clearstead Advisors, LLC

DECREASED

Shares17 from 25

Change-8 (-32%)

Value$337 (-$163)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

NEW

Shares8

Change+8

Value$159

Filed 2026-10-20

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$20

Filed 2026-10-30

Kozak & Associates, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$20 ($0)

Filed 2026-10-29

Assenagon Asset Management S.A.

CLOSED

Shares0 from 285,084

Change-285,084 (-100%)

Value$0 (-$5.7M)

Filed 2026-10-15

Intech Investment Management LLC

CLOSED

Shares0 from 32,039

Change-32,039 (-100%)

Value$0 (-$640.1K)

Filed 2026-11-09

Imc-Chicago, LLC

CLOSED

Shares0 from 18,527

Change-18,527 (-100%)

Value$0 (-$370.2K)

Filed 2026-11-05

Apollon Wealth Management, LLC

CLOSED

Shares0 from 15,356

Change-15,356 (-100%)

Value$0 (-$306.8K)

Filed 2026-10-23

BlackRock, Inc.

N/A

Shares— from 11,687,275

Change-11,687,275 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,207,094

Change-11,207,094 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 5,206,877

Change-5,206,877 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 4,165,082

Change-4,165,082 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 3,855,291

Change-3,855,291 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,815,297

Change-3,815,297 (-100%)

Value—

Merewether Investment Management, LP

N/A

Shares— from 2,955,888

Change-2,955,888 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,721,945

Change-2,721,945 (-100%)

Value—

Crestview Partners II GP, L.P.

N/A

Shares— from 2,615,972

Change-2,615,972 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 2,584,256

Change-2,584,256 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 2,467,487

Change-2,467,487 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 2,382,790

Change-2,382,790 (-100%)

Value—

Webs Creek Capital Management LP

N/A

Shares— from 2,015,969

Change-2,015,969 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,955,499

Change-1,955,499 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,789,160

Change-1,789,160 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,592,514

Change-1,592,514 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 1,435,415

Change-1,435,415 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,319,665

Change-1,319,665 (-100%)

Value—

Needham Investment Management LLC

N/A

Shares— from 1,300,000

Change-1,300,000 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 1,277,394

Change-1,277,394 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,216,730

Change-1,216,730 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,182,258

Change-1,182,258 (-100%)

Value—

Driehaus Capital Management LLC

N/A

Shares— from 1,161,973

Change-1,161,973 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 996,002

Change-996,002 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 986,251

Change-986,251 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 950,320

Change-950,320 (-100%)

Value—

Meros Investment Management, LP

N/A

Shares— from 912,982

Change-912,982 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 902,038

Change-902,038 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 838,275

Change-838,275 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 828,289

Change-828,289 (-100%)

Value—

Cinctive Capital Management LP

N/A

Shares— from 810,952

Change-810,952 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 802,180

Change-802,180 (-100%)

Value—

Kailix Advisors LLC

N/A

Shares— from 755,689

Change-755,689 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 715,269

Change-715,269 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 646,553

Change-646,553 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 638,568

Change-638,568 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 629,569

Change-629,569 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 619,020

Change-619,020 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 617,238

Change-617,238 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 507,391

Change-507,391 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 473,358

Change-473,358 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 428,804

Change-428,804 (-100%)

Value—

UBS Group AG

N/A

Shares— from 398,552

Change-398,552 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 384,850

Change-384,850 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 337,484

Change-337,484 (-100%)

Value—

Yaupon Capital Management LP

N/A

Shares— from 331,852

Change-331,852 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 306,424

Change-306,424 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 296,359

Change-296,359 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 294,343

Change-294,343 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 293,342

Change-293,342 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 278,804

Change-278,804 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 254,554

Change-254,554 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 250,180

Change-250,180 (-100%)

Value—

Seven Grand Managers, LLC

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

EVR Research LP

N/A

Shares— from 240,000

Change-240,000 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 235,000

Change-235,000 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 223,097

Change-223,097 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 220,000

Change-220,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 216,923

Change-216,923 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 198,633

Change-198,633 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 192,761

Change-192,761 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 191,215

Change-191,215 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 171,210

Change-171,210 (-100%)

Value—

Clough Capital Partners L P

N/A

Shares— from 159,871

Change-159,871 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 150,019

Change-150,019 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 147,360

Change-147,360 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 145,129

Change-145,129 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 143,888

Change-143,888 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 142,352

Change-142,352 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 139,545

Change-139,545 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 128,184

Change-128,184 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 125,521

Change-125,521 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 121,807

Change-121,807 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 116,415

Change-116,415 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 102,424

Change-102,424 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 90,898

Change-90,898 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 73,617

Change-73,617 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 69,609

Change-69,609 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 68,478

Change-68,478 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 67,498

Change-67,498 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 66,685

Change-66,685 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 66,520

Change-66,520 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 62,969

Change-62,969 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 60,817

Change-60,817 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 59,387

Change-59,387 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 59,067

Change-59,067 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 57,945

Change-57,945 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 57,332

Change-57,332 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 56,253

Change-56,253 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 52,547

Change-52,547 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 52,247

Change-52,247 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 51,832

Change-51,832 (-100%)

Value—

Varcov Co.

N/A

Shares— from 48,158

Change-48,158 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 46,639

Change-46,639 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 46,102

Change-46,102 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 45,569

Change-45,569 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 45,507

Change-45,507 (-100%)

Value—

Clare Market Investments LLC

N/A

Shares— from 44,329

Change-44,329 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 43,859

Change-43,859 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 42,585

Change-42,585 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 40,576

Change-40,576 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,360

Change-38,360 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

WPWealth LLP

N/A

Shares— from 32,397

Change-32,397 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 32,362

Change-32,362 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 32,145

Change-32,145 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 30,900

Change-30,900 (-100%)

Value—

Steadtrust LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 29,167

Change-29,167 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 29,002

Change-29,002 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 25,459

Change-25,459 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 24,901

Change-24,901 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 24,800

Change-24,800 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 24,341

Change-24,341 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 22,471

Change-22,471 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 21,747

Change-21,747 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 21,123

Change-21,123 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 20,737

Change-20,737 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 18,835

Change-18,835 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 18,672

Change-18,672 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 18,536

Change-18,536 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 18,325

Change-18,325 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 17,162

Change-17,162 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 16,975

Change-16,975 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 16,258

Change-16,258 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 13,993

Change-13,993 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,259

Change-12,259 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 12,150

Change-12,150 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,819

Change-11,819 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 11,467

Change-11,467 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 11,379

Change-11,379 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 10,696

Change-10,696 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 10,566

Change-10,566 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 10,341

Change-10,341 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 10,219

Change-10,219 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,605

Change-8,605 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 7,916

Change-7,916 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,793

Change-4,793 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,681

Change-3,681 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,924

Change-2,924 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 2,699

Change-2,699 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,340

Change-2,340 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,989

Change-1,989 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,411

Change-1,411 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 968

Change-968 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 865

Change-865 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 793

Change-793 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 615

Change-615 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 310

Change-310 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 238

Change-238 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 196

Change-196 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 180

Change-180 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 47

Change-47 (-100%)

Value—

Hamrick Investment Counsel, llc

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	6,331,185	6,519,388	-188,203	-3%	$130.3M	$125.3M	-$5.0M	2026-11-04
Geode Capital Management, LLC	INCREASED	3,291,772	3,262,249	+29,523	+1%	$65.2M	$65.2M	-$35.5K	2026-11-06
Deprince Race & Zollo Inc	DECREASED	2,377,683	3,447,087	-1,069,404	-31%	$68.9M	$47.1M	-$21.8M	2026-10-13
Royce & Associates LP	DECREASED	1,678,204	1,812,157	-133,953	-7%	$36.2M	$33.2M	-$3.0M	2026-11-09
SG Capital Management LLC	INCREASED	1,395,686	980,317	+415,369	+42%	$19.6M	$27.6M	+$8.0M	2026-11-06
Cushing Asset Management, LP dba NXG Investment Management	INCREASED	1,330,000	1,020,000	+310,000	+30%	$20.4M	$26.3M	+$5.9M	2026-10-26
Russell Investments Group, Ltd.	DECREASED	1,199,488	1,455,298	-255,810	-18%	$29.1M	$23.7M	-$5.3M	2026-11-06
Penn Capital Management Company, LLC	DECREASED	1,137,794	1,222,090	-84,296	-7%	$24.5M	$22.6M	-$1.9M	2026-11-04
Bank of New York Mellon Corp	INCREASED	673,180	669,664	+3,516	+1%	$13.4M	$13.3M	-$57.6K	2026-11-05
Adams Asset Advisors, LLC	UNCHANGED	409,161	409,161	0	0%	$8.2M	$8.1M	-$77.7K	2026-10-08
Alps Advisors Inc	INCREASED	355,798	306,431	+49,367	+16%	$6.1M	$7.0M	+$918.8K	2026-11-03
Squarepoint Ops LLC	INCREASED	318,351	140,669	+177,682	+126%	$2.8M	$6.3M	+$3.5M	2026-11-09
Bridge City Capital, LLC	DECREASED	300,837	313,900	-13,063	-4%	$6.3M	$6.0M	-$318.2K	2026-10-29
Asset Management One Co., Ltd.	INCREASED	280,073	267,120	+12,953	+5%	$5.3M	$5.5M	+$205.6K	2026-10-27
Sterling Capital Management LLC	DECREASED	261,477	320,060	-58,583	-18%	$6.4M	$5.2M	-$1.2M	2026-10-22
DDD Partners, LLC	NEW	250,518	—	+250,518	—	—	$5.0M	—	2026-11-02
Ranger Investment Management, L.P.	DECREASED	239,698	239,795	-97	0%	$4.8M	$4.7M	-$47.5K	2026-11-06
Wedge Capital Management L L P	INCREASED	233,807	216,560	+17,247	+8%	$4.3M	$4.6M	+$300.2K	2026-10-13
Deutsche Bank Ag\	INCREASED	216,619	196,611	+20,008	+10%	$3.9M	$4.3M	+$358.6K	2026-11-06
Harbor Capital Advisors, Inc.	DECREASED	175,783	189,814	-14,031	-7%	$3.8M	$3.5K	-$3.8M	2026-10-22
Oliver Luxxe Assets LLC	DECREASED	159,877	161,153	-1,276	-1%	$3.2M	$3.2M	-$55.9K	2026-10-14
Stanley-Laman Group, Ltd.	DECREASED	158,237	226,325	-68,088	-30%	$4.5M	$3.1M	-$1.4M	2026-10-20
Hantz Financial Services, Inc.	DECREASED	141,878	201,190	-59,312	-29%	$4.0M	$2.8K	-$4.0M	2026-11-09
North Star Investment Management Corp.	INCREASED	110,600	107,000	+3,600	+3%	$2.1M	$2.2M	+$50.9K	2026-10-27
Americana Partners, LLC	INCREASED	110,132	110,069	+63	+0%	$2.2M	$2.2M	-$19.7K	2026-10-28
Miller Howard Investments Inc	INCREASED	107,679	106,172	+1,507	+1%	$2.1M	$2.1M	+$9.7K	2026-10-26
OP Asset Management Ltd	UNCHANGED	96,242	96,242	0	0%	$1.9M	$1.9M	-$18.3K	2026-11-05
Fifth Third Bancorp	INCREASED	92,505	51,345	+41,160	+80%	$1.0M	$1.8M	+$804.8K	2026-11-05
Creative Planning	INCREASED	85,670	65,191	+20,479	+31%	$1.3M	$1.7M	+$392.9K	2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	INCREASED	77,631	74,648	+2,983	+4%	$1.5M	$1.5M	+$44.9K	2026-10-22
Strs Ohio	INCREASED	60,500	55,200	+5,300	+10%	$1.1M	$1.2M	+$94.4K	2026-10-30
Sigma Planning Corp	INCREASED	60,465	60,290	+175	+0%	$1.2M	$1.2M	-$8.0K	2026-10-23
State of New Jersey Common Pension Fund D	NEW	58,762	—	+58,762	—	—	$1.2M	—	2026-11-05
CenterBook Partners LP	INCREASED	58,282	53,344	+4,938	+9%	$1.1M	$1.2M	+$87.6K	2026-11-02
Fort Washington Investment Advisors Inc	DECREASED	57,690	60,401	-2,711	-4%	$1.2M	$1.1M	-$65.1K	2026-10-15
Retirement Planning Group, LLC	INCREASED	55,103	54,917	+186	+0%	$1.1M	$1.1M	-$6.8K	2026-10-19
Nisa Investment Advisors, LLC	INCREASED	47,620	46,490	+1,130	+2%	$928.9K	$942.4K	+$13.5K	2026-10-20
Vise Technologies, Inc.	INCREASED	47,332	37,259	+10,073	+27%	$744.4K	$936.7K	+$192.3K	2026-10-29
Atria Investments, Inc	INCREASED	46,514	32,923	+13,591	+41%	$657.8K	$920.5K	+$262.7K	2026-10-15
Barclays PLC	INCREASED	46,407	33,387	+13,020	+39%	$667.1K	$918.4K	+$251.3K	2026-11-06
Villanova Investment Management Co	UNCHANGED	44,866	44,866	0	0%	$896.4K	$887.9K	-$8.5K	2026-11-02
Pier 88 Investment Partners LLC	UNCHANGED	42,700	42,700	0	0%	$853.1K	$845.0K	-$8.1K	2026-11-06
Inspire Investing, LLC	DECREASED	39,697	42,870	-3,173	-7%	$856.5K	$785.6K	-$70.9K	2026-10-22
EagleClaw Capital Managment, LLC	INCREASED	39,200	37,000	+2,200	+6%	$739.3K	$775.8K	+$36.5K	2026-11-06
Elco Management Co., LLC	INCREASED	35,649	23,748	+11,901	+50%	$474.5K	$705.5K	+$231.0K	2026-10-14
Police & Firemen's Retirement System of New Jersey	DECREASED	32,575	33,607	-1,032	-3%	$671.5K	$644.7K	-$26.8K	2026-11-09
Arizona State Retirement System	INCREASED	31,510	30,258	+1,252	+4%	$604.6K	$623.6K	+$19.0K	2026-11-03
Citigroup Inc	DECREASED	31,086	200,774	-169,688	-85%	$4.0M	$615.2K	-$3.4M	2026-11-04
Compound Planning, Inc.	DECREASED	29,983	32,494	-2,511	-8%	$649.2K	$593.4K	-$55.9K	2026-11-09
Perigon Wealth Management, LLC	INCREASED	29,287	21,573	+7,714	+36%	$431.0K	$579.6K	+$148.5K	2026-10-22
Truist Financial Corp	INCREASED	25,643	25,145	+498	+2%	$502.4K	$507.5K	+$5.1K	2026-10-30
Wealth Enhancement Advisory Services, LLC	INCREASED	23,687	21,907	+1,780	+8%	$421.7K	$464.3K	+$42.6K	2026-10-13
LPL Financial LLC	INCREASED	21,748	15,529	+6,219	+40%	$310.3K	$430.4K	+$120.1K	2026-11-06
Yorktown Management & Research Co Inc	UNCHANGED	19,450	19,450	0	0%	$388.6K	$384.9K	-$3.7K	2026-10-28
State of Wyoming	NEW	19,241	—	+19,241	—	—	$380.8K	—	2026-10-28
Pictet Asset Management Holding SA	UNCHANGED	19,127	19,127	0	0%	$382.2K	$378.5K	-$3.6K	2026-11-03
Harbour Capital Advisors, LLC	INCREASED	19,125	18,750	+375	+2%	$360.9K	$378.5K	+$17.5K	2026-10-13
Keybank National Association	DECREASED	17,626	21,051	-3,425	-16%	$420.6K	$348.8K	-$71.8K	2026-11-04
Profund Advisors LLC	DECREASED	16,111	22,126	-6,015	-27%	$442.1K	$318.8K	-$123.2K	2026-10-29
Acadian Asset Management LLC	DECREASED	15,426	145,910	-130,484	-89%	$2.9M	$305	-$2.9M	2026-11-09
Creative Financial Designs Inc	INCREASED	15,141	13,621	+1,520	+11%	$272.1K	$299.6K	+$27.5K	2026-11-04
Ritholtz Wealth Management	INCREASED	14,839	14,613	+226	+2%	$292.0K	$293.7K	+$1.7K	2026-11-05
ProShare Advisors LLC	DECREASED	14,600	14,927	-327	-2%	$298.2K	$288.9K	-$9.3K	2026-10-29
BCO Wealth Management LLC	DECREASED	14,259	20,389	-6,130	-30%	$407.4K	$282.2K	-$125.2K	2026-10-14
Kings Path Partners LLC	UNCHANGED	13,490	13,490	0	0%	$269.5K	$267.0K	-$2.6K	2026-10-21
Principal Financial Group Inc	NEW	13,403	—	+13,403	—	—	$265.2K	—	2026-11-02
Premier Fund Managers Ltd	DECREASED	13,301	15,010	-1,709	-11%	$294	$257	-$37	2026-11-02
Indiana Trust & Investment Management Co	UNCHANGED	12,316	12,316	0	0%	$246.1K	$243.7K	-$2.3K	2026-10-22
Y-Intercept (Hong Kong) Ltd	NEW	11,429	—	+11,429	—	—	$226.2K	—	2026-10-16
Xponance LLC	DECREASED	11,230	11,281	-51	0%	$225.4K	$222.2K	-$3.2K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	10,939	10,665	+274	+3%	$213.0K	$216	-$212.8K	2026-11-02
U S Global Investors Inc	UNCHANGED	10,000	10,000	0	0%	$199.8K	$197.9K	-$1.9K	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	8,572	8,424	+148	+2%	$168.3K	$169.6K	+$1.3K	2026-11-06
Exchange Traded Concepts, LLC	DECREASED	8,521	11,033	-2,512	-23%	$220.4K	$168.6K	-$51.8K	2026-10-28
Birch Financial Group, LLC	NEW	6,902	—	+6,902	—	—	$136.6K	—	2026-10-27
Bank Julius Baer & Co. Ltd, Zurich	NEW	4,400	—	+4,400	—	—	$87.1K	—	2026-10-29
State of Alaska, Department of Revenue	INCREASED	4,381	3,106	+1,275	+41%	$62.0K	$86	-$61.9K	2026-10-15
KBC Group NV	NEW	3,581	—	+3,581	—	—	$71	—	2026-10-22
Gamma Investing LLC	INCREASED	3,516	3,062	+454	+15%	$61.2K	$69.6K	+$8.4K	2026-10-08
Blue Trust, Inc.	NEW	3,512	—	+3,512	—	—	$69.5K	—	2026-10-15
Nykredit A/S	UNCHANGED	3,127	3,127	0	0%	$62.5K	$61.9K	-$594	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	3,106	2,905	+201	+7%	$58.0K	$61.5K	+$3.4K	2026-11-04
USA Financial Formulas	NEW	2,496	—	+2,496	—	—	$49.4K	—	2026-10-16
Picton Mahoney Asset Management	DECREASED	2,345	2,827	-482	-17%	$56.5K	$46.4K	-$10.1K	2026-11-09
Versant Capital Management, Inc	UNCHANGED	1,985	1,985	0	0%	$39.7K	$39.3K	-$377	2026-10-02
Simplex Trading, LLC	DECREASED	1,568	23,996	-22,428	-93%	$479.4K	$31.0K	-$448.4K	2026-11-04
Capital Advisors, Ltd. LLC	UNCHANGED	1,410	1,410	0	0%	$28	$28	$0	2026-10-27
Harbor Investment Advisory, LLC	UNCHANGED	1,204	1,204	0	0%	$24.1K	$23.8K	-$229	2026-10-13
Parallel Advisors, LLC	INCREASED	1,077	340	+737	+217%	$6.8K	$21.3K	+$14.5K	2026-11-03
UMB Bank, n.a.	NEW	1,000	—	+1,000	—	—	$19.8K	—	2026-11-06
CoreCap Advisors, LLC	NEW	800	—	+800	—	—	$15.8K	—	2026-10-08
Farther Finance Advisors, LLC	DECREASED	738	1,212	-474	-39%	$24.2K	$14.6K	-$9.6K	2026-10-08
Valued Wealth Advisors LLC	INCREASED	546	502	+44	+9%	$10.0K	$10.8K	+$776	2026-11-05
Hurley Capital, LLC	DECREASED	459	919	-460	-50%	$18.4K	$9.1K	-$9.3K	2026-11-05
Nfsg Corp	DECREASED	450	1,208	-758	-63%	$24.1K	$8.9K	-$15.2K	2026-10-15
Allworth Financial LP	INCREASED	410	332	+78	+23%	$6.6K	$8.2K	+$1.6K	2026-11-06
Larson Financial Group LLC	UNCHANGED	383	383	0	0%	$7.7K	$7.6K	-$72	2026-11-05
IFP Advisors, Inc	DECREASED	308	408	-100	-25%	$8.2K	$6.1K	-$2.1K	2026-10-16
GoalVest Advisory LLC	UNCHANGED	231	231	0	0%	$4.6K	$4.6K	-$44	2026-10-02
Caitong International Asset Management Co., Ltd	DECREASED	216	3,823	-3,607	-94%	$76.4K	$4.3K	-$72.1K	2026-10-29
SJS Investment Consulting Inc.	INCREASED	195	167	+28	+17%	$3.3K	$3.9K	+$523	2026-10-26
US Bancorp \de\	DECREASED	191	213	-22	-10%	$4.3K	$3.8K	-$476	2026-11-05
Essential Partners LLC	INCREASED	180	109	+71	+65%	$2.2K	$3.6K	+$1.4K	2026-10-14
Root Financial Partners, LLC	NEW	138	—	+138	—	—	$2.7K	—	2026-10-21
Private Wealth Management Group, LLC	UNCHANGED	126	126	0	0%	$2.5K	$2.5K	-$24	2026-10-19
Mowery & Schoenfeld Wealth Management, LLC	NEW	118	—	+118	—	—	$2.3K	—	2026-10-28
Silver Grove Financial Group, Inc.	UNCHANGED	112	112	0	0%	$2.2K	$2.2K	-$22	2026-11-05
Fortitude Family Office, LLC	INCREASED	108	41	+67	+163%	$819	$2.1K	+$1.3K	2026-10-14
Dhjj Financial Advisors, Ltd.	UNCHANGED	77	77	0	0%	$1.5K	$1.5K	-$15	2026-10-23
True Wealth Design, LLC	UNCHANGED	53	53	0	0%	$1.1K	$1.0K	-$10	2026-10-13
Ascentis Wealth Management, LLC	NEW	37	—	+37	—	—	$732	—	2026-11-03
SBI Securities Co., Ltd.	UNCHANGED	36	36	0	0%	$719	$712	-$7	2026-10-22
Signaturefd, LLC	UNCHANGED	33	33	0	0%	$659	$653	-$6	2026-10-23
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	31	31	0	0%	$619	$613	-$6	2026-10-27
Parkside Financial Bank & Trust	NEW	23	—	+23	—	—	$456	—	2026-10-27
Covestor Ltd	DECREASED	17	29	-12	-41%	$1	$0	-$1	2026-10-30
Clearstead Advisors, LLC	DECREASED	17	25	-8	-32%	$500	$337	-$163	2026-11-06
Physician Wealth Advisors, Inc.	NEW	8	—	+8	—	—	$159	—	2026-10-20
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$20	—	2026-10-30
Kozak & Associates, Inc.	UNCHANGED	1	1	0	0%	$20	$20	$0	2026-10-29
Assenagon Asset Management S.A.	CLOSED	0	285,084	-285,084	-100%	$5.7M	$0	-$5.7M	2026-10-15
Intech Investment Management LLC	CLOSED	0	32,039	-32,039	-100%	$640.1K	$0	-$640.1K	2026-11-09
Imc-Chicago, LLC	CLOSED	0	18,527	-18,527	-100%	$370.2K	$0	-$370.2K	2026-11-05
Apollon Wealth Management, LLC	CLOSED	0	15,356	-15,356	-100%	$306.8K	$0	-$306.8K	2026-10-23
BlackRock, Inc.	N/A	—	11,687,275	-11,687,275	-100%	$233.5M	—	—	—
Franklin Resources Inc	N/A	—	11,207,094	-11,207,094	-100%	$223.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	5,206,877	-5,206,877	-100%	$104.0M	—	—	—
American Century Companies Inc	N/A	—	4,165,082	-4,165,082	-100%	$83.2M	—	—	—
Wellington Management Group LLP	N/A	—	3,855,291	-3,855,291	-100%	$77.0M	—	—	—
State Street Corp	N/A	—	3,815,297	-3,815,297	-100%	$76.2M	—	—	—
Merewether Investment Management, LP	N/A	—	2,955,888	-2,955,888	-100%	$59.1M	—	—	—
FMR LLC	N/A	—	2,721,945	-2,721,945	-100%	$54.4M	—	—	—
Crestview Partners II GP, L.P.	N/A	—	2,615,972	-2,615,972	-100%	$52.3M	—	—	—
Van Eck Associates Corp	N/A	—	2,584,256	-2,584,256	-100%	$51.6M	—	—	—
Alliancebernstein L.P.	N/A	—	2,467,487	-2,467,487	-100%	$37.8M	—	—	—
Victory Capital Management Inc	N/A	—	2,382,790	-2,382,790	-100%	$47.6M	—	—	—
Webs Creek Capital Management LP	N/A	—	2,015,969	-2,015,969	-100%	$40.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,955,499	-1,955,499	-100%	$39.1M	—	—	—
Nuveen, LLC	N/A	—	1,789,160	-1,789,160	-100%	$35.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,592,514	-1,592,514	-100%	$31.8M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	1,435,415	-1,435,415	-100%	$28.7M	—	—	—
Invesco Ltd.	N/A	—	1,319,665	-1,319,665	-100%	$26.4M	—	—	—
Needham Investment Management LLC	N/A	—	1,300,000	-1,300,000	-100%	$26.0M	—	—	—
Systematic Financial Management LP	N/A	—	1,277,394	-1,277,394	-100%	$25.5M	—	—	—
New York State Common Retirement Fund	N/A	—	1,216,730	-1,216,730	-100%	$24.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,182,258	-1,182,258	-100%	$23.6M	—	—	—
Driehaus Capital Management LLC	N/A	—	1,161,973	-1,161,973	-100%	$23.2M	—	—	—
Northern Trust Corp	N/A	—	996,002	-996,002	-100%	$19.9M	—	—	—
Raymond James Financial Inc	N/A	—	986,251	-986,251	-100%	$19.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	950,320	-950,320	-100%	$19.0M	—	—	—
Meros Investment Management, LP	N/A	—	912,982	-912,982	-100%	$18.2M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	902,038	-902,038	-100%	$18.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	838,275	-838,275	-100%	$16.7M	—	—	—
Westwood Holdings Group Inc	N/A	—	828,289	-828,289	-100%	$16.5M	—	—	—
Cinctive Capital Management LP	N/A	—	810,952	-810,952	-100%	$16.2M	—	—	—
Divisadero Street Capital Management, LP	N/A	—	802,180	-802,180	-100%	$16.0M	—	—	—
Kailix Advisors LLC	N/A	—	755,689	-755,689	-100%	$15.1M	—	—	—
Gendell Jeffrey L	N/A	—	715,269	-715,269	-100%	$14.3M	—	—	—
Morgan Stanley	N/A	—	646,553	-646,553	-100%	$12.9M	—	—	—
Trexquant Investment LP	N/A	—	638,568	-638,568	-100%	$12.8M	—	—	—
Icon Wealth Advisors, LLC	N/A	—	629,569	-629,569	-100%	$12.6M	—	—	—
Empowered Funds, LLC	N/A	—	619,020	-619,020	-100%	$12.4M	—	—	—
Two Sigma Investments, LP	N/A	—	617,238	-617,238	-100%	$12.3M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	507,391	-507,391	-100%	$10.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	473,358	-473,358	-100%	$9.5M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	428,804	-428,804	-100%	$8.6M	—	—	—
UBS Group AG	N/A	—	398,552	-398,552	-100%	$8.0M	—	—	—
Bank of America Corp	N/A	—	384,850	-384,850	-100%	$7.7M	—	—	—
Gabelli Funds LLC	N/A	—	337,484	-337,484	-100%	$6.7M	—	—	—
Yaupon Capital Management LP	N/A	—	331,852	-331,852	-100%	$6.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	306,424	-306,424	-100%	$6.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	296,359	-296,359	-100%	$5.9M	—	—	—
Marshall Wace, LLP	N/A	—	294,343	-294,343	-100%	$5.9M	—	—	—
Jennison Associates LLC	N/A	—	293,342	-293,342	-100%	$5.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	278,804	-278,804	-100%	$5.6M	—	—	—
SEI Investments Co	N/A	—	254,554	-254,554	-100%	$5.1M	—	—	—
Informed Momentum Co LLC	N/A	—	250,180	-250,180	-100%	$5.0M	—	—	—
Seven Grand Managers, LLC	N/A	—	250,000	-250,000	-100%	$5.0M	—	—	—
EVR Research LP	N/A	—	240,000	-240,000	-100%	$4.8M	—	—	—
Credit Agricole S A	N/A	—	235,000	-235,000	-100%	$4.7M	—	—	—
Dark Forest Capital Management LP	N/A	—	223,097	-223,097	-100%	$4.5M	—	—	—
Swiss National Bank	N/A	—	220,000	-220,000	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	216,923	-216,923	-100%	$4.3M	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	198,633	-198,633	-100%	$4.0M	—	—	—
Renaissance Technologies LLC	N/A	—	192,761	-192,761	-100%	$3.9M	—	—	—
Advisory Services Network, LLC	N/A	—	191,215	-191,215	-100%	$3.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	171,210	-171,210	-100%	$3.4M	—	—	—
Clough Capital Partners L P	N/A	—	159,871	-159,871	-100%	$3.2M	—	—	—
Rhumbline Advisers	N/A	—	150,019	-150,019	-100%	$3.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	147,360	-147,360	-100%	$2.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	145,129	-145,129	-100%	$2.9M	—	—	—
JPMorgan Chase & Co	N/A	—	143,888	-143,888	-100%	$2.8M	—	—	—
BNP Paribas Financial Markets	N/A	—	142,352	-142,352	-100%	$2.8M	—	—	—
AQR Capital Management LLC	N/A	—	139,545	-139,545	-100%	$2.8M	—	—	—
Treasurer of the State of North Carolina	N/A	—	128,184	-128,184	-100%	$2.6M	—	—	—
California State Teachers Retirement System	N/A	—	125,521	-125,521	-100%	$2.5M	—	—	—
First Trust Advisors LP	N/A	—	121,807	-121,807	-100%	$2.4M	—	—	—
Atom Investors LP	N/A	—	116,415	-116,415	-100%	$2.3M	—	—	—
Legal & General Group Plc	N/A	—	102,424	-102,424	-100%	$2.0M	—	—	—
CoreCommodity Management, LLC	N/A	—	90,898	-90,898	-100%	$1.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	73,617	-73,617	-100%	$1.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	69,609	-69,609	-100%	$1.4M	—	—	—
Hurricane Capital Advisors LLC	N/A	—	68,478	-68,478	-100%	$1.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	67,498	-67,498	-100%	$1.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	66,685	-66,685	-100%	$1.3M	—	—	—
MetLife Investment Management, LLC	N/A	—	66,520	-66,520	-100%	$1.3M	—	—	—
Guggenheim Capital LLC	N/A	—	62,969	-62,969	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	60,817	-60,817	-100%	$1.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	59,387	-59,387	-100%	$1.2M	—	—	—
Aquatic Capital Management LLC	N/A	—	59,067	-59,067	-100%	$1.2M	—	—	—
Jain Global LLC	N/A	—	57,945	-57,945	-100%	$1.2M	—	—	—
Blackstone Inc.	N/A	—	57,332	-57,332	-100%	$1.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	56,253	-56,253	-100%	$1.1M	—	—	—
Ameriprise Financial Inc	N/A	—	52,547	-52,547	-100%	$1.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	52,247	-52,247	-100%	$1.0M	—	—	—
EntryPoint Capital, LLC	N/A	—	51,832	-51,832	-100%	$1.0M	—	—	—
Varcov Co.	N/A	—	48,158	-48,158	-100%	$962.2K	—	—	—
Jane Street Group, LLC	N/A	—	46,639	-46,639	-100%	$931.8K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	46,102	-46,102	-100%	$921.1K	—	—	—
Jupiter Topco LLC	N/A	—	45,569	-45,569	-100%	$910.7K	—	—	—
Quantinno Capital Management LP	N/A	—	45,507	-45,507	-100%	$909.2K	—	—	—
Clare Market Investments LLC	N/A	—	44,329	-44,329	-100%	$885.7K	—	—	—
Legato Capital Management LLC	N/A	—	43,859	-43,859	-100%	$876.3K	—	—	—
Round Rock Advisors LLC	N/A	—	42,585	-42,585	-100%	$850.8K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	40,576	-40,576	-100%	$810.7K	—	—	—
Citadel Advisors LLC	N/A	—	38,360	-38,360	-100%	$766.4K	—	—	—
RBF Capital, LLC	N/A	—	35,000	-35,000	-100%	$699.3K	—	—	—
WPWealth LLP	N/A	—	32,397	-32,397	-100%	$647.3K	—	—	—
Vident Advisory, LLC	N/A	—	32,362	-32,362	-100%	$646.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	32,145	-32,145	-100%	$642.3K	—	—	—
Winton Group Ltd	N/A	—	30,900	-30,900	-100%	$617.4K	—	—	—
Steadtrust LLC	N/A	—	30,000	-30,000	-100%	$599.4K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	29,167	-29,167	-100%	$582.8K	—	—	—
Cetera Investment Advisers	N/A	—	29,002	-29,002	-100%	$579.4K	—	—	—
Jump Financial, LLC	N/A	—	25,459	-25,459	-100%	$508.7K	—	—	—
Cullen Capital Management, LLC	N/A	—	24,901	-24,901	-100%	$497.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	24,800	-24,800	-100%	$495.5K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	24,341	-24,341	-100%	$486.3K	—	—	—
Graham Capital Management, L.P.	N/A	—	22,471	-22,471	-100%	$449.0K	—	—	—
Voya Investment Management LLC	N/A	—	21,747	-21,747	-100%	$434.5K	—	—	—
SG Americas Securities, LLC	N/A	—	21,123	-21,123	-100%	$422.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	20,737	-20,737	-100%	$414.3K	—	—	—
Prelude Capital Management, LLC	N/A	—	20,000	-20,000	-100%	$399.6K	—	—	—
Prudential Financial Inc	N/A	—	18,835	-18,835	-100%	$376.3K	—	—	—
Inspire Advisors, LLC	N/A	—	18,672	-18,672	-100%	$367.2K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	18,536	-18,536	-100%	$370.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	18,325	-18,325	-100%	$366.1K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	17,162	-17,162	-100%	$342.9K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	16,975	-16,975	-100%	$339.2K	—	—	—
FourThought Financial Partners, LLC	N/A	—	16,258	-16,258	-100%	$324.8K	—	—	—
Mirabella Financial Services LLP	N/A	—	13,993	-13,993	-100%	$279.6K	—	—	—
HighTower Advisors, LLC	N/A	—	12,259	-12,259	-100%	$244.9K	—	—	—
Harvest Investment Services, LLC	N/A	—	12,150	-12,150	-100%	$242.8K	—	—	—
Captrust Financial Advisors	N/A	—	11,819	-11,819	-100%	$236.1K	—	—	—
Inceptionr LLC	N/A	—	11,467	-11,467	-100%	$229.1K	—	—	—
Canada Life Assurance Co	N/A	—	11,379	-11,379	-100%	$227.0K	—	—	—
CastleKnight Management LP	N/A	—	11,000	-11,000	-100%	$219.8K	—	—	—
Brevan Howard Capital Management LP	N/A	—	10,696	-10,696	-100%	$213.7K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	10,566	-10,566	-100%	$211.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	10,341	-10,341	-100%	$206.6K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	10,219	-10,219	-100%	$204.2K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	10,000	-10,000	-100%	$199.8K	—	—	—
Royal Bank of Canada	N/A	—	8,605	-8,605	-100%	$172.0K	—	—	—
Quantbot Technologies LP	N/A	—	7,916	-7,916	-100%	$158.2K	—	—	—
Arax Advisory Partners	N/A	—	4,793	-4,793	-100%	$95.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,681	-3,681	-100%	$73.5K	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	3,200	-3,200	-100%	$62.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,924	-2,924	-100%	$58.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	2,699	-2,699	-100%	$53.9K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,340	-2,340	-100%	$46.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,989	-1,989	-100%	$39.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,411	-1,411	-100%	$28.2K	—	—	—
USA Financial Formulas	N/A	—	968	-968	-100%	$19.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	865	-865	-100%	$17.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	793	-793	-100%	$15.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	615	-615	-100%	$12.3K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	310	-310	-100%	$6.2K	—	—	—
Rothschild Investment LLC	N/A	—	238	-238	-100%	$4.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	196	-196	-100%	$3.9K	—	—	—
Ancora Advisors LLCA	N/A	—	180	-180	-100%	$3.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	175	-175	-100%	$3.4K	—	—	—
JPL Wealth Management, LLC	N/A	—	85	-85	-100%	$1.7K	—	—	—
C M Bidwell & Associates LTD	N/A	—	47	-47	-100%	$939	—	—	—
Hamrick Investment Counsel, llc	N/A	—	0	0	—	$6	—	—	—

Showing 284 of 284 institutions