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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,868,476 from 2,613,975
Change+254,501 (+10%)
Value$32.2M (-$7.2M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares1,001,332 from 1,298,399
Change-297,067 (-23%)
Value$11.2M (-$8.3M)
Filed 2026-11-06
Royce & Associates LP
DECREASED
Shares624,669 from 643,093
Change-18,424 (-3%)
Value$7.0M (-$2.7M)
Filed 2026-11-09
Cooper Investors PTY LTD
DECREASED
Shares469,934 from 930,143
Change-460,209 (-49%)
Value$5.3M (-$8.8M)
Filed 2026-10-13
Acadian Asset Management LLC
NEW
Shares183,864
Change+183,864
Value$2.1K
Filed 2026-11-09
Bank of New York Mellon Corp
DECREASED
Shares157,149 from 267,990
Change-110,841 (-41%)
Value$1.8M (-$2.3M)
Filed 2026-11-05
Squarepoint Ops LLC
INCREASED
Shares117,947 from 24,258
Change+93,689 (+386%)
Value$1.3M (+$957.6K)
Filed 2026-11-09
Virginia Retirement Systems ET Al
NEW
Shares75,200
Change+75,200
Value$843.7K
Filed 2026-10-28
Creative Planning
INCREASED
Shares65,379 from 56,811
Change+8,568 (+15%)
Value$733.6K (-$123.2K)
Filed 2026-11-02
Natural Investments, LLC
UNCHANGED
Shares57,195 from 57,195
Change0 (0%)
Value$641.7K (-$220.3K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares52,806 from 53,588
Change-782 (-1%)
Value$592.5K (-$215.6K)
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares43,055 from 42,555
Change+500 (+1%)
Value$483.1K (-$158.7K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
UNCHANGED
Shares41,686 from 41,686
Change0 (0%)
Value$467.7K (-$160.9K)
Filed 2026-11-02
Trek Financial, LLC
UNCHANGED
Shares29,896 from 29,896
Change0 (0%)
Value$335.4K (-$115.4K)
Filed 2026-10-29
LPL Financial LLC
DECREASED
Shares28,561 from 34,479
Change-5,918 (-17%)
Value$320.5K (-$199.5K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares27,524 from 27,874
Change-350 (-1%)
Value$308.8K (-$111.5K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares25,621 from 179,254
Change-153,633 (-86%)
Value$287.5K (-$2.4M)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares25,000 from 23,500
Change+1,500 (+6%)
Value$280.5K (-$73.9K)
Filed 2026-10-30
Cornerstone Advisory, LLC
DECREASED
Shares23,862 from 28,146
Change-4,284 (-15%)
Value$267.7K (-$156.7K)
Filed 2026-11-06
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares20,788 from 24,140
Change-3,352 (-14%)
Value$233.2K (-$130.8K)
Filed 2026-10-09
Kestra Advisory Services, LLC
UNCHANGED
Shares19,933 from 19,933
Change0 (0%)
Value$223.6K (-$76.9K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares19,769 from 8,324
Change+11,445 (+137%)
Value$221.8K (+$96.3K)
Filed 2026-11-06
Inscription Capital, LLC
INCREASED
Shares14,703 from 12,788
Change+1,915 (+15%)
Value$165.0K (-$27.9K)
Filed 2026-11-02
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares14,045 from 14,045
Change0 (0%)
Value$157.6K (-$54.2K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
DECREASED
Shares12,971 from 13,304
Change-333 (-2%)
Value$145.5K (-$55.1K)
Filed 2026-10-21
Arizona State Retirement System
INCREASED
Shares12,467 from 12,207
Change+260 (+2%)
Value$139.9K (-$44.2K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares12,215
Change+12,215
Value$140.7K
Filed 2026-10-13
Amundi
UNCHANGED
Shares11,037 from 11,037
Change0 (0%)
Value$123.8K (-$42.6K)
Filed 2026-11-06
McAdam, LLC
NEW
Shares10,964
Change+10,964
Value$123.0K
Filed 2026-10-21
UMB Bank, n.a.
DECREASED
Shares9,400 from 9,756
Change-356 (-4%)
Value$105.5K (-$41.7K)
Filed 2026-11-06
Gamma Investing LLC
DECREASED
Shares5,693 from 8,993
Change-3,300 (-37%)
Value$63.9K (-$71.7K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares3,894 from 8,687
Change-4,793 (-55%)
Value$43.7K (-$87.3K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares3,675 from 2,140
Change+1,535 (+72%)
Value$41.2K (+$9.0K)
Filed 2026-10-02
State of Alaska, Department of Revenue
DECREASED
Shares2,908 from 16,799
Change-13,891 (-83%)
Value$32 (-$228.0K)
Filed 2026-10-15
Hantz Financial Services, Inc.
INCREASED
Shares1,934 from 1,474
Change+460 (+31%)
Value$22 ($0)
Filed 2026-11-09
Nisa Investment Advisors, LLC
INCREASED
Shares1,124 from 1,057
Change+67 (+6%)
Value$12.6K (-$3.3K)
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares977 from 1,016
Change-39 (-4%)
Value$11.0K (-$4.4K)
Filed 2026-10-22
Nykredit A/S
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$7.9K (-$2.7K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares661 from 125
Change+536 (+429%)
Value$7.4K (+$5.5K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares511 from 286
Change+225 (+79%)
Value$5.7K (+$1.4K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares450 from 953
Change-503 (-53%)
Value$5.0K (-$9.3K)
Filed 2026-11-03
Zions Bancorporation, National Association
NEW
Shares308
Change+308
Value$3.5K
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares270 from 253
Change+17 (+7%)
Value$4.1K (+$256)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares247 from 1,276
Change-1,029 (-81%)
Value$2.8K (-$16.5K)
Filed 2026-10-08
TD Private Client Wealth LLC
INCREASED
Shares230 from 26
Change+204 (+785%)
Value$2.6K (+$2.2K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares207 from 10
Change+197 (+1970%)
Value$2.3K (+$2.2K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares205 from 544
Change-339 (-62%)
Value$2.3K (-$5.9K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares199 from 57
Change+142 (+249%)
Value$2.2K (+$1.4K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares197 from 28
Change+169 (+604%)
Value$2.2K (+$1.8K)
Filed 2026-10-13
Hughes Financial Services, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$1.8K (-$892)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares140 from 62
Change+78 (+126%)
Value$1.6K (+$636)
Filed 2026-11-05
Picton Mahoney Asset Management
NEW
Shares132
Change+132
Value$1.5K
Filed 2026-11-09
Salomon & Ludwin, LLC
DECREASED
Shares103 from 623
Change-520 (-83%)
Value$1.2K (-$7.9K)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares98 from 54
Change+44 (+81%)
Value$1.1K (+$285)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares97 from 10,041
Change-9,944 (-99%)
Value$1.1K (-$150.3K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares90 from 111
Change-21 (-19%)
Value$1.0K (-$664)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$808 (-$278)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares54
Change+54
Value$606
Filed 2026-10-21
Covestor Ltd
INCREASED
Shares31 from 17
Change+14 (+82%)
Value$0 ($0)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares25 from 368
Change-343 (-93%)
Value$281 (-$5.3K)
Filed 2026-10-27
Financial Consulate, Inc
NEW
Shares11
Change+11
Value$124
Filed 2026-10-23
Davis Capital Management
INCREASED
Shares6 from 2
Change+4 (+200%)
Value$67 (+$37)
Filed 2026-10-08
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$57 (-$19)
Filed 2026-10-07
Gilpin Wealth Management, LLC
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$34 (-$72)
Filed 2026-10-09
Principal Financial Group Inc
CLOSED
Shares0 from 222,010
Change-222,010 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-02
New York State Teachers Retirement System
CLOSED
Shares0 from 65,936
Change-65,936 (-100%)
Value$0 (-$994.0K)
Filed 2026-10-22
Thrivent Financial for Lutherans
CLOSED
Shares0 from 30,152
Change-30,152 (-100%)
Value$0 (-$455.0K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 23,907
Change-23,907 (-100%)
Value$0 (-$360.5K)
Filed 2026-11-05
Louisiana State Employees Retirement System
CLOSED
Shares0 from 20,100
Change-20,100 (-100%)
Value$0 (-$303.1K)
Filed 2026-10-20
Amalgamated Bank
CLOSED
Shares0 from 12,457
Change-12,457 (-100%)
Value$0 (-$188.0K)
Filed 2026-10-23
Yousif Capital Management, LLC
CLOSED
Shares0 from 12,280
Change-12,280 (-100%)
Value$0 (-$185.2K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED
Shares0 from 10,889
Change-10,889 (-100%)
Value$0 (-$164.2K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
CLOSED
Shares0 from 10,410
Change-10,410 (-100%)
Value$0 (-$157.0K)
Filed 2026-10-30
Axiom Investment Management LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-03
Bessemer Group Inc
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$1)
Filed 2026-11-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$400)
Filed 2026-10-16
Clearstead Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$408)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$241)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 ($0)
Filed 2026-11-06
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$121)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$121)
Filed 2026-11-04
Fortitude Family Office, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$106)
Filed 2026-10-14
BlackRock, Inc.
N/A
Shares— from 7,089,344
Change-7,089,344 (-100%)
Value—
GCM Grosvenor Holdings, LLC
N/A
Shares— from 4,116,050
Change-4,116,050 (-100%)
Value—
ECP ControlCo, LLC
N/A
Shares— from 3,457,105
Change-3,457,105 (-100%)
Value—
Southeastern Asset Management Inc
N/A
Shares— from 2,616,797
Change-2,616,797 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,149,556
Change-2,149,556 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,058,869
Change-2,058,869 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,435,478
Change-1,435,478 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 912,882
Change-912,882 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 731,426
Change-731,426 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 718,217
Change-718,217 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 658,567
Change-658,567 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 647,035
Change-647,035 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 513,525
Change-513,525 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 393,553
Change-393,553 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 333,994
Change-333,994 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 303,280
Change-303,280 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 270,000
Change-270,000 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 263,553
Change-263,553 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 256,018
Change-256,018 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 204,115
Change-204,115 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 175,255
Change-175,255 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 173,330
Change-173,330 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 172,876
Change-172,876 (-100%)
Value—
Whitebark Investors LP
N/A
Shares— from 167,153
Change-167,153 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 157,729
Change-157,729 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 145,208
Change-145,208 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 120,725
Change-120,725 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 119,474
Change-119,474 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 102,015
Change-102,015 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 101,866
Change-101,866 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99,160
Change-99,160 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 88,772
Change-88,772 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 85,774
Change-85,774 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 75,717
Change-75,717 (-100%)
Value—
FMR LLC
N/A
Shares— from 75,442
Change-75,442 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 75,276
Change-75,276 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 73,134
Change-73,134 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 69,616
Change-69,616 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 69,275
Change-69,275 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 63,911
Change-63,911 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 62,085
Change-62,085 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 61,086
Change-61,086 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 57,800
Change-57,800 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 55,346
Change-55,346 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 54,783
Change-54,783 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 52,869
Change-52,869 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 50,048
Change-50,048 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 49,056
Change-49,056 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 48,699
Change-48,699 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 45,115
Change-45,115 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 43,192
Change-43,192 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 38,693
Change-38,693 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 34,460
Change-34,460 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 33,922
Change-33,922 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 33,388
Change-33,388 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 33,243
Change-33,243 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 31,806
Change-31,806 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,763
Change-30,763 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 29,316
Change-29,316 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,737
Change-26,737 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 23,650
Change-23,650 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 23,415
Change-23,415 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 23,209
Change-23,209 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 22,617
Change-22,617 (-100%)
Value—
CDC Financial, Inc.
N/A
Shares— from 22,300
Change-22,300 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 21,558
Change-21,558 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 20,897
Change-20,897 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 20,215
Change-20,215 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 19,485
Change-19,485 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 16,971
Change-16,971 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 16,703
Change-16,703 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,310
Change-16,310 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 14,728
Change-14,728 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 13,870
Change-13,870 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 13,634
Change-13,634 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 11,787
Change-11,787 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,265
Change-11,265 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,203
Change-10,203 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 8,730
Change-8,730 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,902
Change-4,902 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 715
Change-715 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 436
Change-436 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,868,4762,613,975+254,501+10%$39.4M$32.2M-$7.2M2026-11-04
Geode Capital Management, LLC
DECREASED1,001,3321,298,399-297,067-23%$19.6M$11.2M-$8.3M2026-11-06
Royce & Associates LP
DECREASED624,669643,093-18,424-3%$9.7M$7.0M-$2.7M2026-11-09
Cooper Investors PTY LTD
DECREASED469,934930,143-460,209-49%$14.0M$5.3M-$8.8M2026-10-13
Acadian Asset Management LLC
NEW183,864—+183,864——$2.1K—2026-11-09
Bank of New York Mellon Corp
DECREASED157,149267,990-110,841-41%$4.0M$1.8M-$2.3M2026-11-05
Squarepoint Ops LLC
INCREASED117,94724,258+93,689+386%$365.8K$1.3M+$957.6K2026-11-09
Virginia Retirement Systems ET Al
NEW75,200—+75,200——$843.7K—2026-10-28
Creative Planning
INCREASED65,37956,811+8,568+15%$856.7K$733.6K-$123.2K2026-11-02
Natural Investments, LLC
UNCHANGED57,19557,19500%$862.0K$641.7K-$220.3K2026-11-06
Deutsche Bank Ag\
DECREASED52,80653,588-782-1%$808.1K$592.5K-$215.6K2026-11-06
Visionary Wealth Advisors
INCREASED43,05542,555+500+1%$641.7K$483.1K-$158.7K2026-11-04
Acorn Financial Advisory Services Inc
UNCHANGED41,68641,68600%$628.6K$467.7K-$160.9K2026-11-02
Trek Financial, LLC
UNCHANGED29,89629,89600%$450.8K$335.4K-$115.4K2026-10-29
LPL Financial LLC
DECREASED28,56134,479-5,918-17%$519.9K$320.5K-$199.5K2026-11-06
Russell Investments Group, Ltd.
DECREASED27,52427,874-350-1%$420.3K$308.8K-$111.5K2026-11-06
Citigroup Inc
DECREASED25,621179,254-153,633-86%$2.7M$287.5K-$2.4M2026-11-04
Capital Investment Advisory Services, LLC
INCREASED25,00023,500+1,500+6%$354.4K$280.5K-$73.9K2026-10-30
Cornerstone Advisory, LLC
DECREASED23,86228,146-4,284-15%$424.4K$267.7K-$156.7K2026-11-06
Graves Light Lenhart Wealth, Inc.
DECREASED20,78824,140-3,352-14%$364.0K$233.2K-$130.8K2026-10-09
Kestra Advisory Services, LLC
UNCHANGED19,93319,93300%$300.6K$223.6K-$76.9K2026-11-02
Barclays PLC
INCREASED19,7698,324+11,445+137%$125.5K$221.8K+$96.3K2026-11-06
Inscription Capital, LLC
INCREASED14,70312,788+1,915+15%$192.8K$165.0K-$27.9K2026-11-02
Police & Firemen's Retirement System of New Jersey
UNCHANGED14,04514,04500%$211.8K$157.6K-$54.2K2026-11-09
Wealthcare Advisory Partners LLC
DECREASED12,97113,304-333-2%$200.6K$145.5K-$55.1K2026-10-21
Arizona State Retirement System
INCREASED12,46712,207+260+2%$184.1K$139.9K-$44.2K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW12,215—+12,215——$140.7K—2026-10-13
Amundi
UNCHANGED11,03711,03700%$166.4K$123.8K-$42.6K2026-11-06
McAdam, LLC
NEW10,964—+10,964——$123.0K—2026-10-21
UMB Bank, n.a.
DECREASED9,4009,756-356-4%$147.1K$105.5K-$41.7K2026-11-06
Gamma Investing LLC
DECREASED5,6938,993-3,300-37%$135.6K$63.9K-$71.7K2026-10-08
PNC Financial Services Group, Inc.
DECREASED3,8948,687-4,793-55%$131.0K$43.7K-$87.3K2026-11-06
Versant Capital Management, Inc
INCREASED3,6752,140+1,535+72%$32.3K$41.2K+$9.0K2026-10-02
State of Alaska, Department of Revenue
DECREASED2,90816,799-13,891-83%$228.0K$32-$228.0K2026-10-15
Hantz Financial Services, Inc.
INCREASED1,9341,474+460+31%$22$22$02026-11-09
Nisa Investment Advisors, LLC
INCREASED1,1241,057+67+6%$15.9K$12.6K-$3.3K2026-10-20
Sterling Capital Management LLC
DECREASED9771,016-39-4%$15.3K$11.0K-$4.4K2026-10-22
Nykredit A/S
UNCHANGED70470400%$10.6K$7.9K-$2.7K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED661125+536+429%$1.9K$7.4K+$5.5K2026-11-04
SJS Investment Consulting Inc.
INCREASED511286+225+79%$4.3K$5.7K+$1.4K2026-10-26
Parallel Advisors, LLC
DECREASED450953-503-53%$14.4K$5.0K-$9.3K2026-11-03
Zions Bancorporation, National Association
NEW308—+308——$3.5K—2026-11-06
Allworth Financial LP
INCREASED270253+17+7%$3.8K$4.1K+$2562026-11-06
Farther Finance Advisors, LLC
DECREASED2471,276-1,029-81%$19.2K$2.8K-$16.5K2026-10-08
TD Private Client Wealth LLC
INCREASED23026+204+785%$392$2.6K+$2.2K2026-10-28
IFP Advisors, Inc
INCREASED20710+197+1970%$151$2.3K+$2.2K2026-10-16
Simplex Trading, LLC
DECREASED205544-339-62%$8.2K$2.3K-$5.9K2026-11-04
Essential Partners LLC
INCREASED19957+142+249%$860$2.2K+$1.4K2026-10-14
True Wealth Design, LLC
INCREASED19728+169+604%$423$2.2K+$1.8K2026-10-13
Hughes Financial Services, LLC
UNCHANGED18018000%$2.7K$1.8K-$8922026-10-30
Larson Financial Group LLC
INCREASED14062+78+126%$935$1.6K+$6362026-11-05
Picton Mahoney Asset Management
NEW132—+132——$1.5K—2026-11-09
Salomon & Ludwin, LLC
DECREASED103623-520-83%$9.1K$1.2K-$7.9K2026-10-29
Parkside Financial Bank & Trust
INCREASED9854+44+81%$815$1.1K+$2852026-10-27
Fifth Third Bancorp
DECREASED9710,041-9,944-99%$151.4K$1.1K-$150.3K2026-11-05
US Bancorp \de\
DECREASED90111-21-19%$1.7K$1.0K-$6642026-11-05
Signaturefd, LLC
UNCHANGED727200%$1.1K$808-$2782026-10-23
Root Financial Partners, LLC
NEW54—+54——$606—2026-10-21
Covestor Ltd
INCREASED3117+14+82%$0$0$02026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED25368-343-93%$5.5K$281-$5.3K2026-10-27
Financial Consulate, Inc
NEW11—+11——$124—2026-10-23
Davis Capital Management
INCREASED62+4+200%$30$67+$372026-10-08
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED5500%$76$57-$192026-10-07
Gilpin Wealth Management, LLC
DECREASED37-4-57%$106$34-$722026-10-09
Principal Financial Group Inc
CLOSED0222,010-222,010-100%$3.3M$0-$3.3M2026-11-02
New York State Teachers Retirement System
CLOSED065,936-65,936-100%$994.0K$0-$994.0K2026-10-22
Thrivent Financial for Lutherans
CLOSED030,152-30,152-100%$455.0K$0-$455.0K2026-11-05
Illinois Municipal Retirement Fund
CLOSED023,907-23,907-100%$360.5K$0-$360.5K2026-11-05
Louisiana State Employees Retirement System
CLOSED020,100-20,100-100%$303.1K$0-$303.1K2026-10-20
Amalgamated Bank
CLOSED012,457-12,457-100%$188.0K$0-$188.0K2026-10-23
Yousif Capital Management, LLC
CLOSED012,280-12,280-100%$185.2K$0-$185.2K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED010,889-10,889-100%$164.2K$0-$164.2K2026-11-03
Oregon Public Employees Retirement Fund
CLOSED010,410-10,410-100%$157.0K$0-$157.0K2026-10-30
Axiom Investment Management LLC
CLOSED0230-230-100%$3.5K$0-$3.5K2026-11-03
Bessemer Group Inc
CLOSED061-61-100%$1$0-$12026-11-09
Cornerstone Planning Group LLC
CLOSED034-34-100%$400$0-$4002026-10-16
Clearstead Advisors, LLC
CLOSED027-27-100%$408$0-$4082026-11-06
Caitong International Asset Management Co., Ltd
CLOSED016-16-100%$241$0-$2412026-10-29
Evolution Advisers, Inc.
CLOSED09-9-100%$0$0$02026-11-06
JFS Wealth Advisors, LLC
CLOSED08-8-100%$121$0-$1212026-11-03
Plante Moran Financial Advisors, LLC
CLOSED08-8-100%$121$0-$1212026-11-04
Fortitude Family Office, LLC
CLOSED07-7-100%$106$0-$1062026-10-14
BlackRock, Inc.
N/A—7,089,344-7,089,344-100%$106.9M———
GCM Grosvenor Holdings, LLC
N/A—4,116,050-4,116,050-100%$62.1M———
ECP ControlCo, LLC
N/A—3,457,105-3,457,105-100%$52.1M———
Southeastern Asset Management Inc
N/A—2,616,797-2,616,797-100%$39.5M———
State Street Corp
N/A—2,149,556-2,149,556-100%$32.4M———
Vanguard Capital Management LLC
N/A—2,058,869-2,058,869-100%$31.0M———
American Century Companies Inc
N/A—1,435,478-1,435,478-100%$21.6M———
Vanguard Portfolio Management LLC
N/A—912,882-912,882-100%$13.8M———
Millennium Management LLC
N/A—731,426-731,426-100%$11.0M———
Charles Schwab Investment Management Inc
N/A—718,217-718,217-100%$10.8M———
Broad Run Investment Management, LLC
N/A—658,567-658,567-100%$9.9M———
Cerity Partners LLC
N/A—647,035-647,035-100%$9.8M———
Northern Trust Corp
N/A—513,525-513,525-100%$7.7M———
Bridgeway Capital Management, LLC
N/A—393,553-393,553-100%$5.9M———
Morgan Stanley
N/A—333,994-333,994-100%$5.0M———
Vanguard Fiduciary Trust Co
N/A—303,280-303,280-100%$4.6M———
Gamco Investors, Inc. ET AL
N/A—270,000-270,000-100%$4.1M———
Empowered Funds, LLC
N/A—263,553-263,553-100%$4.0M———
Goldman Sachs Group Inc
N/A—256,018-256,018-100%$3.9M———
Invesco Ltd.
N/A—204,115-204,115-100%$3.1M———
Nuveen, LLC
N/A—175,255-175,255-100%$2.6M———
Gabelli Funds LLC
N/A—173,330-173,330-100%$2.6M———
Franklin Resources Inc
N/A—172,876-172,876-100%$2.6M———
Whitebark Investors LP
N/A—167,153-167,153-100%$2.5M———
Public Sector Pension Investment Board
N/A—157,729-157,729-100%$2.4M———
UBS Asset Management Americas LLC
N/A—145,208-145,208-100%$2.2M———
Rhumbline Advisers
N/A—120,725-120,725-100%$1.8M———
RWA Wealth Partners, LLC
N/A—119,474-119,474-100%$1.8M———
Legal & General Group Plc
N/A—102,015-102,015-100%$1.5M———
Quantinno Capital Management LP
N/A—101,866-101,866-100%$1.5M———
UBS Group AG
N/A—99,160-99,160-100%$1.5M———
Swiss National Bank
N/A—88,772-88,772-100%$1.3M———
Price T Rowe Associates Inc
N/A—85,774-85,774-100%$1.3M———
HRT Financial LP
N/A—75,717-75,717-100%$1.1M———
FMR LLC
N/A—75,442-75,442-100%$1.1M———
Citadel Advisors LLC
N/A—75,276-75,276-100%$1.1M———
AQR Capital Management LLC
N/A—73,134-73,134-100%$1.1M———
Bank of America Corp
N/A—69,616-69,616-100%$1.0M———
Ameriprise Financial Inc
N/A—69,275-69,275-100%$1.0M———
JPMorgan Chase & Co
N/A—63,911-63,911-100%$998.3K———
Trexquant Investment LP
N/A—62,085-62,085-100%$936.2K———
Alliancebernstein L.P.
N/A—61,086-61,086-100%$941.9K———
Jump Financial, LLC
N/A—57,800-57,800-100%$871.6K———
Campbell & Co Investment Adviser LLC
N/A—55,346-55,346-100%$834.6K———
California State Teachers Retirement System
N/A—54,783-54,783-100%$826.1K———
Victory Capital Management Inc
N/A—52,869-52,869-100%$797.3K———
First Trust Advisors LP
N/A—50,048-50,048-100%$754.7K———
Pathstone Holdings, LLC
N/A—49,056-49,056-100%$739.8K———
Prudential Financial Inc
N/A—48,699-48,699-100%$734.4K———
Renaissance Technologies LLC
N/A—48,000-48,000-100%$723.8K———
Susquehanna Portfolio Strategies, LLC
N/A—45,115-45,115-100%$680.3K———
Wells Fargo & Company
N/A—43,192-43,192-100%$651.3K———
Canada Life Assurance Co
N/A—38,693-38,693-100%$583.0K———
Fuller & Thaler Asset Management, Inc.
N/A—34,460-34,460-100%$519.7K———
Two Sigma Investments, LP
N/A—33,922-33,922-100%$511.5K———
Vanguard Asset Management, Ltd
N/A—33,388-33,388-100%$503.5K———
Quantbot Technologies LP
N/A—33,243-33,243-100%$501.3K———
Beacon Investment Advisors LLC
N/A—31,806-31,806-100%$479.6K———
Janney Montgomery Scott LLC
N/A—30,763-30,763-100%$464.0K———
MetLife Investment Management, LLC
N/A—29,316-29,316-100%$442.1K———
Susquehanna International Group, LLP
N/A—26,737-26,737-100%$403.2K———
Numerai GP LLC
N/A—23,650-23,650-100%$356.6K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—23,415-23,415-100%$353.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—23,209-23,209-100%$350.0K———
Schonfeld Strategic Advisors LLC
N/A—22,617-22,617-100%$341.1K———
CDC Financial, Inc.
N/A—22,300-22,300-100%$336.3K———
Balyasny Asset Management L.P.
N/A—21,558-21,558-100%$325.1K———
Jupiter Topco LLC
N/A—20,897-20,897-100%$315.1K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—20,215-20,215-100%$304.8K———
Mirabella Financial Services LLP
N/A—19,485-19,485-100%$293.8K———
GSA Capital Partners LLP
N/A—16,971-16,971-100%$256.0K———
Vanguard Global Advisers, LLC
N/A—16,703-16,703-100%$251.9K———
New York State Common Retirement Fund
N/A—16,310-16,310-100%$246.0K———
Jain Global LLC
N/A—14,900-14,900-100%$224.7K———
BNP Paribas Financial Markets
N/A—14,728-14,728-100%$222.1K———
State Board of Administration of Florida Retirement System
N/A—13,870-13,870-100%$209.2K———
Manufacturers Life Insurance Company, the
N/A—13,634-13,634-100%$205.6K———
Inceptionr LLC
N/A—11,787-11,787-100%$177.7K———
Teachers Retirement System of the State of Kentucky
N/A—11,596-11,596-100%$175.0K———
State of Tennessee, Department of Treasury
N/A—11,454-11,454-100%$172.7K———
XTX Topco Ltd
N/A—11,265-11,265-100%$169.9K———
AE Wealth Management LLC
N/A—10,560-10,560-100%$159.2K———
Voya Investment Management LLC
N/A—10,203-10,203-100%$153.9K———
Brevan Howard Capital Management LP
N/A—10,040-10,040-100%$151.4K———
Vanguard Investments Australia, Ltd.
N/A—10,000-10,000-100%$150.8K———
KLP Kapitalforvaltning AS
N/A—10,000-10,000-100%$150.8K———
Public Employees Retirement Association of Colorado
N/A—8,730-8,730-100%$132.0K———
Royal Bank of Canada
N/A—6,794-6,794-100%$102.0K———
Tower Research Capital LLC (TRC)
N/A—4,902-4,902-100%$73.9K———
Caitlin John, LLC
N/A—4,550-4,550-100%$68.6K———
Ameritas Investment Partners, Inc.
N/A—4,210-4,210-100%$63.5K———
Ensign Peak Advisors, Inc
N/A—3,332-3,332-100%$50.2K———
Arax Advisory Partners
N/A—2,740-2,740-100%$41.3K———
Osaic Holdings, Inc.
N/A—2,582-2,582-100%$38.9K———
Steward Partners Investment Advisory, LLC
N/A—2,500-2,500-100%$37.7K———
Public Employees Retirement System of Ohio
N/A—1,598-1,598-100%$24.1K———
BNP Paribas Asset Management Holding S.A.
N/A—1,282-1,282-100%$19.3K———
Atlantic Union Bankshares Corp
N/A—715-715-100%$10.8K———
Private Wealth Asset Management, LLC
N/A—544-544-100%$8.2K———
Jones Financial Companies Lllp
N/A—436-436-100%$6.7K———
LOS Angeles Capital Management LLC
N/A—300-300-100%$4.5K———
Federated Hermes, Inc.
N/A—254-254-100%$3.8K———
Optiver Holding B.V.
N/A—252-252-100%$3.8K———
Keating Financial Advisory Services, Inc.
N/A—111-111-100%$1.7K———
Smartleaf Asset Management LLC
N/A—105-105-100%$1.6K———
JPL Wealth Management, LLC
N/A—91-91-100%$1.4K———
Rothschild Investment LLC
N/A—55-55-100%$829———
Rockefeller Capital Management L.P.
N/A—43-43-100%$648———
Ameritas Advisory Services, LLC
N/A—41-41-100%$618———
Ankerstar Wealth, LLC
N/A—3-3-100%$45———
Showing 192 of 192 institutions