Shinhan Financial Group (SHG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,393,745 from 1,388,260

Change+5,485 (+0%)

Value$108.3M (+$20.4M)

Filed 2026-11-04

Creative Planning

INCREASED

Shares510,864 from 471,068

Change+39,796 (+8%)

Value$39.7M (+$9.9M)

Filed 2026-11-02

Pzena Investment Management LLC

DECREASED

Shares344,589 from 669,474

Change-324,885 (-49%)

Value$26.8M (-$15.6M)

Filed 2026-10-30

Sanders Capital, LLC

INCREASED

Shares122,426 from 119,936

Change+2,490 (+2%)

Value$9.5M (+$1.9M)

Filed 2026-11-02

Ritholtz Wealth Management

INCREASED

Shares90,166 from 86,477

Change+3,689 (+4%)

Value$7.0M (+$1.5M)

Filed 2026-11-05

Virtus Family Office LLC

INCREASED

Shares88,875 from 87,921

Change+954 (+1%)

Value$6.9M (+$1.3M)

Filed 2026-10-30

Quadrant Capital Group LLC

INCREASED

Shares85,800 from 84,761

Change+1,039 (+1%)

Value$6.4M (+$1.0M)

Filed 2026-10-20

US Bancorp \de\

DECREASED

Shares81,625 from 83,504

Change-1,879 (-2%)

Value$6.3M (+$1.1M)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares80,301 from 77,569

Change+2,732 (+4%)

Value$6.2M (+$1.3M)

Filed 2026-11-04

Ethic Inc.

INCREASED

Shares59,686 from 47,361

Change+12,325 (+26%)

Value$4.6M (+$1.6M)

Filed 2026-11-03

B. Metzler seel. Sohn & Co. AG

INCREASED

Shares58,241 from 56,664

Change+1,577 (+3%)

Value$4.5M (+$939.6K)

Filed 2026-10-30

Vise Technologies, Inc.

INCREASED

Shares50,225 from 37,118

Change+13,107 (+35%)

Value$3.9M (+$1.6M)

Filed 2026-10-29

Frank, Rimerman Advisors LLC

DECREASED

Shares41,102 from 46,041

Change-4,939 (-11%)

Value$3.2M (+$280.3K)

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares35,683 from 35,020

Change+663 (+2%)

Value$2.8M (+$556.5K)

Filed 2026-10-23

Crossmark Global Holdings, Inc.

DECREASED

Shares32,089 from 37,976

Change-5,887 (-15%)

Value$2.5M (+$90.4K)

Filed 2026-10-21

Compound Planning, Inc.

INCREASED

Shares20,752 from 17,756

Change+2,996 (+17%)

Value$1.6M (+$488.7K)

Filed 2026-11-05

Parallel Advisors, LLC

DECREASED

Shares19,558 from 19,611

Change-53 (0%)

Value$1.5M (+$278.6K)

Filed 2026-11-03

Aprio Wealth Management, LLC

INCREASED

Shares18,307 from 18,281

Change+26 (+0%)

Value$1.4M (+$265.6K)

Filed 2026-10-28

PDS Planning, Inc

DECREASED

Shares17,182 from 19,494

Change-2,312 (-12%)

Value$1.3M (+$101.5K)

Filed 2026-11-03

Blue Trust, Inc.

INCREASED

Shares16,563 from 16,111

Change+452 (+3%)

Value$1.3M (+$267.4K)

Filed 2026-10-15

Greenleaf Trust

DECREASED

Shares15,769 from 16,080

Change-311 (-2%)

Value$1.2M (+$207.7K)

Filed 2026-10-29

Plan A Wealth LLC

INCREASED

Shares15,465 from 15,305

Change+160 (+1%)

Value$1.2M (+$233.1K)

Filed 2026-10-08

Investment Research Partners LLC

INCREASED

Shares14,980 from 14,910

Change+70 (+0%)

Value$1.2M (+$220.4K)

Filed 2026-10-19

Aaron Wealth Advisors LLC

DECREASED

Shares14,105 from 15,101

Change-996 (-7%)

Value$1.1M (+$140.4K)

Filed 2026-10-13

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares13,488 from 9,563

Change+3,925 (+41%)

Value$1.0M (+$442.8K)

Filed 2026-10-27

Strs Ohio

DECREASED

Shares13,048 from 13,460

Change-412 (-3%)

Value$1.0M (+$162.1K)

Filed 2026-10-30

Greenspring Advisors, LLC

INCREASED

Shares12,856 from 7,144

Change+5,712 (+80%)

Value$998.5K (+$546.7K)

Filed 2026-11-05

Banque Pictet & CIE SA

DECREASED

Shares12,319 from 13,201

Change-882 (-7%)

Value$956.8K (+$121.9K)

Filed 2026-10-16

Atria Investments, Inc

DECREASED

Shares11,258 from 11,409

Change-151 (-1%)

Value$874.4K (+$152.8K)

Filed 2026-10-15

HB Wealth Management, LLC

DECREASED

Shares10,642 from 10,672

Change-30 (0%)

Value$826.6K (+$151.5K)

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares10,424 from 8,698

Change+1,726 (+20%)

Value$809.6K (+$259.5K)

Filed 2026-10-08

Truist Financial Corp

DECREASED

Shares9,630 from 10,482

Change-852 (-8%)

Value$748.0K (+$85.0K)

Filed 2026-10-30

Xponance LLC

DECREASED

Shares9,186 from 9,429

Change-243 (-3%)

Value$713.5K (+$117.1K)

Filed 2026-11-03

Profund Advisors LLC

DECREASED

Shares9,015 from 10,280

Change-1,265 (-12%)

Value$700.2K (+$50.0K)

Filed 2026-10-29

Elevation Point Wealth Partners, LLC

DECREASED

Shares9,010 from 11,814

Change-2,804 (-24%)

Value$699.8K (-$47.4K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares8,908 from 7,374

Change+1,534 (+21%)

Value$691.9K (+$225.5K)

Filed 2026-10-21

MW Advisory, LLC

INCREASED

Shares8,109 from 5,622

Change+2,487 (+44%)

Value$629.8K (+$274.2K)

Filed 2026-10-19

Abacus Wealth Partners, LLC

DECREASED

Shares8,049 from 8,755

Change-706 (-8%)

Value$625.2K (+$71.4K)

Filed 2026-11-03

Crestwood Advisors Group, LLC

INCREASED

Shares7,944 from 7,454

Change+490 (+7%)

Value$617.0K (+$145.5K)

Filed 2026-10-27

Evergreen Capital Management LLC

UNCHANGED

Shares7,542 from 7,542

Change0 (0%)

Value$585.8K (+$108.8K)

Filed 2026-10-23

Kathmere Capital Management, LLC

INCREASED

Shares7,437 from 6,706

Change+731 (+11%)

Value$577.6K (+$153.5K)

Filed 2026-10-20

Boston Common Asset Management, LLC

INCREASED

Shares7,433 from 4,792

Change+2,641 (+55%)

Value$577.3K (+$274.2K)

Filed 2026-10-13

First Affirmative Financial Network

NEW

Shares7,419

Change+7,419

Value$576.2K

Filed 2026-10-21

Bank of New York Mellon Corp

DECREASED

Shares7,178 from 8,173

Change-995 (-12%)

Value$557.5K (+$40.6K)

Filed 2026-11-05

Plato Investment Management Ltd

UNCHANGED

Shares7,028 from 7,028

Change0 (0%)

Value$548.0K (+$106.1K)

Filed 2026-11-05

Augustine Asset Management Inc

UNCHANGED

Shares6,362 from 6,362

Change0 (0%)

Value$494.1K (+$91.7K)

Filed 2026-10-13

Confluence Investment Management LLC

INCREASED

Shares6,326 from 6,290

Change+36 (+1%)

Value$491.3K (+$93.5K)

Filed 2026-10-01

Allspring Global Investments Holdings, LLC

INCREASED

Shares6,194 from 5,683

Change+511 (+9%)

Value$477.7K (+$98.3K)

Filed 2026-11-04

Foster Group, Inc.

DECREASED

Shares6,124 from 6,128

Change-4 (0%)

Value$475.7K (+$88.1K)

Filed 2026-10-13

Canopy Partners, LLC

INCREASED

Shares6,078 from 5,483

Change+595 (+11%)

Value$472.1K (+$125.3K)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

INCREASED

Shares5,619 from 5,566

Change+53 (+1%)

Value$436.4K (+$84.3K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares5,562 from 5,344

Change+218 (+4%)

Value$432.0K (+$94.1K)

Filed 2026-10-08

First Command Advisory Services, Inc.

INCREASED

Shares5,260 from 1,807

Change+3,453 (+191%)

Value$408.5K (+$294.3K)

Filed 2026-11-05

D'Orazio & Associates, Inc.

INCREASED

Shares5,230 from 4,822

Change+408 (+8%)

Value$406.2K (+$101.2K)

Filed 2026-11-04

Mondrian Investment Partners LTD

DECREASED

Shares5,230 from 5,298

Change-68 (-1%)

Value$406.2K (+$71.1K)

Filed 2026-10-23

Tuttle Capital Management, LLC

NEW

Shares5,050

Change+5,050

Value$394.1K

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,765 from 4,159

Change+606 (+15%)

Value$359.2K (+$54.4K)

Filed 2026-10-13

Perigon Wealth Management, LLC

DECREASED

Shares4,419 from 4,613

Change-194 (-4%)

Value$343.2K (+$51.5K)

Filed 2026-10-22

Argos Wealth Advisors, LLC

UNCHANGED

Shares4,336 from 4,336

Change0 (0%)

Value$336.8K (+$62.5K)

Filed 2026-11-02

55 North Private Wealth, LLC

DECREASED

Shares4,296 from 4,482

Change-186 (-4%)

Value$333.7K (+$50.2K)

Filed 2026-10-20

Park Avenue Securities LLC

DECREASED

Shares4,191 from 4,489

Change-298 (-7%)

Value$326 (-$283.7K)

Filed 2026-10-26

Ascent Group, LLC

INCREASED

Shares3,966 from 3,662

Change+304 (+8%)

Value$308.0K (+$76.4K)

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares3,932 from 5,144

Change-1,212 (-24%)

Value$305.4K (-$20.0K)

Filed 2026-10-27

Rose Capital Advisors LLC

NEW

Shares3,867

Change+3,867

Value$300.4K

Filed 2026-11-04

Resonant Capital Advisors, LLC

INCREASED

Shares3,703 from 3,630

Change+73 (+2%)

Value$287.6K (+$58.0K)

Filed 2026-10-15

HUB Investment Partners, LLC

INCREASED

Shares3,669 from 3,661

Change+8 (+0%)

Value$285.0K (+$53.4K)

Filed 2026-11-03

Dynamic Advisor Solutions LLC

INCREASED

Shares3,606 from 3,316

Change+290 (+9%)

Value$280.1K (+$70.3K)

Filed 2026-10-13

Valeo Financial Advisors, LLC

INCREASED

Shares3,600 from 3,365

Change+235 (+7%)

Value$279.6K (+$66.8K)

Filed 2026-10-08

Enterprise Financial Services Corp

INCREASED

Shares3,589 from 3,588

Change+1 (+0%)

Value$278.8K (+$51.8K)

Filed 2026-11-03

Walkner Condon Financial Advisors LLC

INCREASED

Shares3,535 from 3,275

Change+260 (+8%)

Value$274.6K (+$67.4K)

Filed 2026-11-02

Choreo, LLC

DECREASED

Shares3,429 from 3,965

Change-536 (-14%)

Value$266.3K (+$15.5K)

Filed 2026-10-28

Quadrant Private Wealth Management, LLC

NEW

Shares3,416

Change+3,416

Value$265.3K

Filed 2026-11-04

Commonwealth Equity Services, LLC

NEW

Shares3,255

Change+3,255

Value$252.8K

Filed 2026-11-02

Prime Capital Investment Advisors, LLC

NEW

Shares2,820

Change+2,820

Value$219.0K

Filed 2026-10-20

Verdence Capital Advisors LLC

NEW

Shares2,796

Change+2,796

Value$217.2K

Filed 2026-10-26

Angeles Wealth Management, LLC

NEW

Shares2,731

Change+2,731

Value$212.1K

Filed 2026-10-26

Piedmont Capital Management, LLC

NEW

Shares2,592

Change+2,592

Value$201.3K

Filed 2026-10-21

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares2,496 from 2,639

Change-143 (-5%)

Value$193.9K (+$26.9K)

Filed 2026-11-05

Westside Investment Management, Inc.

UNCHANGED

Shares2,125 from 2,125

Change0 (0%)

Value$165.8K (+$31.4K)

Filed 2026-11-02

TD Private Client Wealth LLC

INCREASED

Shares1,906 from 1,838

Change+68 (+4%)

Value$148.0K (+$31.8K)

Filed 2026-10-28

TD Waterhouse Canada Inc.

INCREASED

Shares1,726 from 1,655

Change+71 (+4%)

Value$132.2K (+$28.7K)

Filed 2026-10-16

Inspire Investing, LLC

INCREASED

Shares1,598 from 1,532

Change+66 (+4%)

Value$124.1K (+$27.2K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares1,311 from 1,263

Change+48 (+4%)

Value$101.8K (+$21.9K)

Filed 2026-10-20

Bell Investment Advisors, Inc

INCREASED

Shares969 from 886

Change+83 (+9%)

Value$75.3K (+$19.2K)

Filed 2026-10-29

Mather Group, Llc.

INCREASED

Shares819 from 55

Change+764 (+1389%)

Value$63.6K (+$60.1K)

Filed 2026-10-14

JFS Wealth Advisors, LLC

INCREASED

Shares587 from 563

Change+24 (+4%)

Value$45.6K (+$10.0K)

Filed 2026-11-03

Financial Consulate, Inc

INCREASED

Shares577 from 492

Change+85 (+17%)

Value$44.8K (+$13.7K)

Filed 2026-10-23

Larson Financial Group LLC

DECREASED

Shares499 from 583

Change-84 (-14%)

Value$38.8K (+$1.9K)

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares394

Change+394

Value$30.6K

Filed 2026-11-03

Silver Grove Financial Group, Inc.

INCREASED

Shares368 from 251

Change+117 (+47%)

Value$28.6K (+$12.7K)

Filed 2026-11-05

Elevation Wealth Partners, LLC

UNCHANGED

Shares368 from 368

Change0 (0%)

Value$28.6K (+$5.3K)

Filed 2026-10-07

V-Square Quantitative Management LLC

UNCHANGED

Shares360 from 360

Change0 (0%)

Value$28.0K (+$5.2K)

Filed 2026-10-15

Physician Wealth Advisors, Inc.

INCREASED

Shares358 from 282

Change+76 (+27%)

Value$27.8K (+$10.0K)

Filed 2026-10-20

Parkside Financial Bank & Trust

INCREASED

Shares296 from 249

Change+47 (+19%)

Value$23.0K (+$7.2K)

Filed 2026-10-27

True Wealth Design, LLC

INCREASED

Shares293 from 220

Change+73 (+33%)

Value$22.8K (+$8.8K)

Filed 2026-10-13

SBI Securities Co., Ltd.

INCREASED

Shares258 from 202

Change+56 (+28%)

Value$20.0K (+$7.3K)

Filed 2026-10-22

Bare Financial Services, Inc

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$17.9K (+$3.3K)

Filed 2026-11-04

Highline Wealth Partners LLC

UNCHANGED

Shares218 from 218

Change0 (0%)

Value$16.9K (+$3.1K)

Filed 2026-10-19

Pinnacle Bancorp, Inc.

UNCHANGED

Shares212 from 212

Change0 (0%)

Value$16.5K (+$3.1K)

Filed 2026-10-21

Private Trust Co NA

UNCHANGED

Shares191 from 191

Change0 (0%)

Value$14.8K (+$2.8K)

Filed 2026-10-20

North Star Investment Management Corp.

UNCHANGED

Shares188 from 188

Change0 (0%)

Value$14.6K (+$2.7K)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

NEW

Shares181

Change+181

Value$14.1K

Filed 2026-10-29

Spire Wealth Management

UNCHANGED

Shares157 from 157

Change0 (0%)

Value$12.2K (+$2.3K)

Filed 2026-10-30

Acumen Wealth Advisors, LLC

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$11.8K (+$2.2K)

Filed 2026-11-05

Key FInancial Inc

UNCHANGED

Shares149 from 149

Change0 (0%)

Value$11.6K (+$2.1K)

Filed 2026-11-02

Versant Capital Management, Inc

DECREASED

Shares89 from 116

Change-27 (-23%)

Value$6.9K (-$424)

Filed 2026-10-02

Gleason Group, Inc.

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$6.5K (+$1.2K)

Filed 2026-10-15

Elyxium Wealth, LLC

NEW

Shares83

Change+83

Value$6.4K

Filed 2026-10-27

Kozak & Associates, Inc.

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$4.5K (+$214)

Filed 2026-10-29

IFP Advisors, Inc

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$4.7K (+$865)

Filed 2026-10-16

Rossby Financial, LCC

DECREASED

Shares49 from 54

Change-5 (-9%)

Value$3.8K (+$390)

Filed 2026-11-05

Breakwater Investment Management

NEW

Shares41

Change+41

Value$3.2K

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares39

Change+39

Value$3.0K

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares36

Change+36

Value$2.8K

Filed 2026-10-30

Ares Financial Consulting, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$2.7K (+$504)

Filed 2026-10-19

Meriwether Wealth & Planning, LLC

NEW

Shares28

Change+28

Value$2.2K

Filed 2026-10-13

Noble Wealth Management PBC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$2.2K (+$404)

Filed 2026-10-01

Financial Network Wealth Advisors LLC

INCREASED

Shares23 from 16

Change+7 (+44%)

Value$1.8K (+$774)

Filed 2026-10-28

Financial Management Professionals, Inc.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.7K (+$317)

Filed 2026-10-23

Jnba Financial Advisors

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.6K (+$303)

Filed 2026-11-03

Lanark Financial, Inc.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.4K (+$260)

Filed 2026-10-26

Proathlete Wealth Management LLC

NEW

Shares14

Change+14

Value$1.1K

Filed 2026-10-15

Abound Wealth Management

DECREASED

Shares11 from 16

Change-5 (-31%)

Value$855 (-$157)

Filed 2026-10-26

Trust Co

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$699 (+$130)

Filed 2026-10-09

Godsey & Gibb, Inc

NEW

Shares5

Change+5

Value$389

Filed 2026-10-14

Creative Financial Designs Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$311 (+$58)

Filed 2026-11-04

High Note Wealth, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$155 (+$28)

Filed 2026-10-27

Legacy Wealth Asset Management, LLC

CLOSED

Shares0 from 17,602

Change-17,602 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-09

Dalton Investments, Inc.

CLOSED

Shares0 from 14,300

Change-14,300 (-100%)

Value$0 (-$904.5K)

Filed 2026-11-04

Keybank National Association

CLOSED

Shares0 from 5,875

Change-5,875 (-100%)

Value$0 (-$371.6K)

Filed 2026-11-04

Simplex Trading, LLC

CLOSED

Shares0 from 248

Change-248 (-100%)

Value$0 (-$15.7K)

Filed 2026-11-04

Kelleher Financial Advisors

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-30

Stone House Investment Management, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$253)

Filed 2026-10-23

BlackRock, Inc.

N/A

Shares— from 3,433,734

Change-3,433,734 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,196,702

Change-2,196,702 (-100%)

Value—

W1m Asset Management Ltd

N/A

Shares— from 1,965,980

Change-1,965,980 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,690,596

Change-1,690,596 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,683,109

Change-1,683,109 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,234,297

Change-1,234,297 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 681,122

Change-681,122 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 446,379

Change-446,379 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 416,805

Change-416,805 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 375,387

Change-375,387 (-100%)

Value—

Capital Wealth Planning, LLC

N/A

Shares— from 334,855

Change-334,855 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 306,082

Change-306,082 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 284,383

Change-284,383 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 278,487

Change-278,487 (-100%)

Value—

Ramirez Asset Management, Inc.

N/A

Shares— from 277,732

Change-277,732 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 217,214

Change-217,214 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 215,080

Change-215,080 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 207,135

Change-207,135 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 204,877

Change-204,877 (-100%)

Value—

Promethos Capital, LLC

N/A

Shares— from 200,806

Change-200,806 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 192,849

Change-192,849 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 156,865

Change-156,865 (-100%)

Value—

FMR LLC

N/A

Shares— from 148,339

Change-148,339 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 147,338

Change-147,338 (-100%)

Value—

Capital World Investors

N/A

Shares— from 133,800

Change-133,800 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 131,939

Change-131,939 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 125,509

Change-125,509 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 114,573

Change-114,573 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 112,536

Change-112,536 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 109,653

Change-109,653 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 109,575

Change-109,575 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 107,525

Change-107,525 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 91,231

Change-91,231 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 87,177

Change-87,177 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 85,773

Change-85,773 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 84,207

Change-84,207 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 81,144

Change-81,144 (-100%)

Value—

UBS Group AG

N/A

Shares— from 80,859

Change-80,859 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 80,016

Change-80,016 (-100%)

Value—

Arbiter Partners Capital Management LLC

N/A

Shares— from 67,169

Change-67,169 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 60,907

Change-60,907 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 59,498

Change-59,498 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 58,871

Change-58,871 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 58,598

Change-58,598 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 57,850

Change-57,850 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 54,299

Change-54,299 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 54,254

Change-54,254 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 52,743

Change-52,743 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 51,811

Change-51,811 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 51,260

Change-51,260 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 49,513

Change-49,513 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 48,576

Change-48,576 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 45,266

Change-45,266 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 45,158

Change-45,158 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 44,560

Change-44,560 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 42,712

Change-42,712 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 42,610

Change-42,610 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 37,523

Change-37,523 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 37,114

Change-37,114 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 36,578

Change-36,578 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 35,898

Change-35,898 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 34,677

Change-34,677 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 31,627

Change-31,627 (-100%)

Value—

Oversea-Chinese Banking Corp Ltd

N/A

Shares— from 30,572

Change-30,572 (-100%)

Value—

EFG International AG

N/A

Shares— from 28,873

Change-28,873 (-100%)

Value—

Barometer Capital Management Inc.

N/A

Shares— from 28,200

Change-28,200 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 26,917

Change-26,917 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 26,632

Change-26,632 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 26,608

Change-26,608 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 25,601

Change-25,601 (-100%)

Value—

Barclays PLC

N/A

Shares— from 25,325

Change-25,325 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 24,847

Change-24,847 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 23,889

Change-23,889 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 22,855

Change-22,855 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 22,605

Change-22,605 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 22,054

Change-22,054 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 21,423

Change-21,423 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 20,833

Change-20,833 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 20,365

Change-20,365 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 20,103

Change-20,103 (-100%)

Value—

State Street Corp

N/A

Shares— from 19,463

Change-19,463 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 19,361

Change-19,361 (-100%)

Value—

Groupama Asset Managment

N/A

Shares— from 18,068

Change-18,068 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 16,302

Change-16,302 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 15,016

Change-15,016 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 14,455

Change-14,455 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 14,274

Change-14,274 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 14,002

Change-14,002 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 13,944

Change-13,944 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 13,247

Change-13,247 (-100%)

Value—

West Family Investments, Inc.

N/A

Shares— from 12,364

Change-12,364 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 12,294

Change-12,294 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 12,040

Change-12,040 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 11,998

Change-11,998 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,981

Change-11,981 (-100%)

Value—

Fullerton Fund Management Co Ltd.

N/A

Shares— from 11,784

Change-11,784 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 11,575

Change-11,575 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,489

Change-11,489 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 11,260

Change-11,260 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 11,162

Change-11,162 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,148

Change-11,148 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,893

Change-10,893 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 10,728

Change-10,728 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 10,427

Change-10,427 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 9,965

Change-9,965 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 9,800

Change-9,800 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 9,611

Change-9,611 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 9,068

Change-9,068 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,040

Change-9,040 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,989

Change-8,989 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 8,920

Change-8,920 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 8,679

Change-8,679 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 8,410

Change-8,410 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 7,753

Change-7,753 (-100%)

Value—

LGT Group Foundation

N/A

Shares— from 7,730

Change-7,730 (-100%)

Value—

&partners

N/A

Shares— from 7,443

Change-7,443 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 7,359

Change-7,359 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 7,140

Change-7,140 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,050

Change-7,050 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 7,010

Change-7,010 (-100%)

Value—

Ariadne Wealth Management, LP

N/A

Shares— from 6,752

Change-6,752 (-100%)

Value—

Causeway Capital Management LLC

N/A

Shares— from 6,594

Change-6,594 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,307

Change-6,307 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 6,263

Change-6,263 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 6,207

Change-6,207 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,925

Change-5,925 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 5,866

Change-5,866 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 5,755

Change-5,755 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 5,721

Change-5,721 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 5,677

Change-5,677 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 5,484

Change-5,484 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 4,833

Change-4,833 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,811

Change-4,811 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 4,637

Change-4,637 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,483

Change-4,483 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 4,408

Change-4,408 (-100%)

Value—

Wellspring Financial Advisors, LLC

N/A

Shares— from 4,346

Change-4,346 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 4,298

Change-4,298 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 4,141

Change-4,141 (-100%)

Value—

Aspen Grove Capital, LLC

N/A

Shares— from 4,118

Change-4,118 (-100%)

Value—

BSW Wealth Partners

N/A

Shares— from 3,841

Change-3,841 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,836

Change-3,836 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 3,744

Change-3,744 (-100%)

Value—

OneAscent Family Office, LLC

N/A

Shares— from 3,734

Change-3,734 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,631

Change-3,631 (-100%)

Value—

Optas, LLC

N/A

Shares— from 3,625

Change-3,625 (-100%)

Value—

Natural Investments, LLC

N/A

Shares— from 3,477

Change-3,477 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 3,457

Change-3,457 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,204

Change-3,204 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,091

Change-3,091 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,049

Change-3,049 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,238

Change-2,238 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 2,002

Change-2,002 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,901

Change-1,901 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,219

Change-1,219 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,023

Change-1,023 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 882

Change-882 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 866

Change-866 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 481

Change-481 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 441

Change-441 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 410

Change-410 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 335

Change-335 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 330

Change-330 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 304

Change-304 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 277

Change-277 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 264

Change-264 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 247

Change-247 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 226

Change-226 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 147

Change-147 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 141

Change-141 (-100%)

Value—

Proffitt & Goodson Inc

N/A

Shares— from 129

Change-129 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 123

Change-123 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 74

Change-74 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 53

Change-53 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 53

Change-53 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 10

Change-10 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,393,745	1,388,260	+5,485	+0%	$87.8M	$108.3M	+$20.4M	2026-11-04
Creative Planning	INCREASED	510,864	471,068	+39,796	+8%	$29.8M	$39.7M	+$9.9M	2026-11-02
Pzena Investment Management LLC	DECREASED	344,589	669,474	-324,885	-49%	$42.3M	$26.8M	-$15.6M	2026-10-30
Sanders Capital, LLC	INCREASED	122,426	119,936	+2,490	+2%	$7.6M	$9.5M	+$1.9M	2026-11-02
Ritholtz Wealth Management	INCREASED	90,166	86,477	+3,689	+4%	$5.5M	$7.0M	+$1.5M	2026-11-05
Virtus Family Office LLC	INCREASED	88,875	87,921	+954	+1%	$5.6M	$6.9M	+$1.3M	2026-10-30
Quadrant Capital Group LLC	INCREASED	85,800	84,761	+1,039	+1%	$5.4M	$6.4M	+$1.0M	2026-10-20
US Bancorp \de\	DECREASED	81,625	83,504	-1,879	-2%	$5.3M	$6.3M	+$1.1M	2026-11-05
Citigroup Inc	INCREASED	80,301	77,569	+2,732	+4%	$4.9M	$6.2M	+$1.3M	2026-11-04
Ethic Inc.	INCREASED	59,686	47,361	+12,325	+26%	$3.0M	$4.6M	+$1.6M	2026-11-03
B. Metzler seel. Sohn & Co. AG	INCREASED	58,241	56,664	+1,577	+3%	$3.6M	$4.5M	+$939.6K	2026-10-30
Vise Technologies, Inc.	INCREASED	50,225	37,118	+13,107	+35%	$2.3M	$3.9M	+$1.6M	2026-10-29
Frank, Rimerman Advisors LLC	DECREASED	41,102	46,041	-4,939	-11%	$2.9M	$3.2M	+$280.3K	2026-10-16
Signaturefd, LLC	INCREASED	35,683	35,020	+663	+2%	$2.2M	$2.8M	+$556.5K	2026-10-23
Crossmark Global Holdings, Inc.	DECREASED	32,089	37,976	-5,887	-15%	$2.4M	$2.5M	+$90.4K	2026-10-21
Compound Planning, Inc.	INCREASED	20,752	17,756	+2,996	+17%	$1.1M	$1.6M	+$488.7K	2026-11-05
Parallel Advisors, LLC	DECREASED	19,558	19,611	-53	0%	$1.2M	$1.5M	+$278.6K	2026-11-03
Aprio Wealth Management, LLC	INCREASED	18,307	18,281	+26	+0%	$1.2M	$1.4M	+$265.6K	2026-10-28
PDS Planning, Inc	DECREASED	17,182	19,494	-2,312	-12%	$1.2M	$1.3M	+$101.5K	2026-11-03
Blue Trust, Inc.	INCREASED	16,563	16,111	+452	+3%	$1.0M	$1.3M	+$267.4K	2026-10-15
Greenleaf Trust	DECREASED	15,769	16,080	-311	-2%	$1.0M	$1.2M	+$207.7K	2026-10-29
Plan A Wealth LLC	INCREASED	15,465	15,305	+160	+1%	$968.0K	$1.2M	+$233.1K	2026-10-08
Investment Research Partners LLC	INCREASED	14,980	14,910	+70	+0%	$943.1K	$1.2M	+$220.4K	2026-10-19
Aaron Wealth Advisors LLC	DECREASED	14,105	15,101	-996	-7%	$955.1K	$1.1M	+$140.4K	2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	13,488	9,563	+3,925	+41%	$604.9K	$1.0M	+$442.8K	2026-10-27
Strs Ohio	DECREASED	13,048	13,460	-412	-3%	$851.3K	$1.0M	+$162.1K	2026-10-30
Greenspring Advisors, LLC	INCREASED	12,856	7,144	+5,712	+80%	$451.9K	$998.5K	+$546.7K	2026-11-05
Banque Pictet & CIE SA	DECREASED	12,319	13,201	-882	-7%	$835.0K	$956.8K	+$121.9K	2026-10-16
Atria Investments, Inc	DECREASED	11,258	11,409	-151	-1%	$721.6K	$874.4K	+$152.8K	2026-10-15
HB Wealth Management, LLC	DECREASED	10,642	10,672	-30	0%	$675.1K	$826.6K	+$151.5K	2026-10-23
Gamma Investing LLC	INCREASED	10,424	8,698	+1,726	+20%	$550.1K	$809.6K	+$259.5K	2026-10-08
Truist Financial Corp	DECREASED	9,630	10,482	-852	-8%	$663.0K	$748.0K	+$85.0K	2026-10-30
Xponance LLC	DECREASED	9,186	9,429	-243	-3%	$596.4K	$713.5K	+$117.1K	2026-11-03
Profund Advisors LLC	DECREASED	9,015	10,280	-1,265	-12%	$650.2K	$700.2K	+$50.0K	2026-10-29
Elevation Point Wealth Partners, LLC	DECREASED	9,010	11,814	-2,804	-24%	$747.2K	$699.8K	-$47.4K	2026-11-05
Assetmark, Inc	INCREASED	8,908	7,374	+1,534	+21%	$466.4K	$691.9K	+$225.5K	2026-10-21
MW Advisory, LLC	INCREASED	8,109	5,622	+2,487	+44%	$355.6K	$629.8K	+$274.2K	2026-10-19
Abacus Wealth Partners, LLC	DECREASED	8,049	8,755	-706	-8%	$553.8K	$625.2K	+$71.4K	2026-11-03
Crestwood Advisors Group, LLC	INCREASED	7,944	7,454	+490	+7%	$471.5K	$617.0K	+$145.5K	2026-10-27
Evergreen Capital Management LLC	UNCHANGED	7,542	7,542	0	0%	$477.0K	$585.8K	+$108.8K	2026-10-23
Kathmere Capital Management, LLC	INCREASED	7,437	6,706	+731	+11%	$424.2K	$577.6K	+$153.5K	2026-10-20
Boston Common Asset Management, LLC	INCREASED	7,433	4,792	+2,641	+55%	$303.1K	$577.3K	+$274.2K	2026-10-13
First Affirmative Financial Network	NEW	7,419	—	+7,419	—	—	$576.2K	—	2026-10-21
Bank of New York Mellon Corp	DECREASED	7,178	8,173	-995	-12%	$516.9K	$557.5K	+$40.6K	2026-11-05
Plato Investment Management Ltd	UNCHANGED	7,028	7,028	0	0%	$441.9K	$548.0K	+$106.1K	2026-11-05
Augustine Asset Management Inc	UNCHANGED	6,362	6,362	0	0%	$402.4K	$494.1K	+$91.7K	2026-10-13
Confluence Investment Management LLC	INCREASED	6,326	6,290	+36	+1%	$397.8K	$491.3K	+$93.5K	2026-10-01
Allspring Global Investments Holdings, LLC	INCREASED	6,194	5,683	+511	+9%	$379.5K	$477.7K	+$98.3K	2026-11-04
Foster Group, Inc.	DECREASED	6,124	6,128	-4	0%	$387.6K	$475.7K	+$88.1K	2026-10-13
Canopy Partners, LLC	INCREASED	6,078	5,483	+595	+11%	$346.8K	$472.1K	+$125.3K	2026-10-28
EverSource Wealth Advisors, LLC	INCREASED	5,619	5,566	+53	+1%	$352.1K	$436.4K	+$84.3K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	5,562	5,344	+218	+4%	$337.9K	$432.0K	+$94.1K	2026-10-08
First Command Advisory Services, Inc.	INCREASED	5,260	1,807	+3,453	+191%	$114.3K	$408.5K	+$294.3K	2026-11-05
D'Orazio & Associates, Inc.	INCREASED	5,230	4,822	+408	+8%	$305.0K	$406.2K	+$101.2K	2026-11-04
Mondrian Investment Partners LTD	DECREASED	5,230	5,298	-68	-1%	$335.1K	$406.2K	+$71.1K	2026-10-23
Tuttle Capital Management, LLC	NEW	5,050	—	+5,050	—	—	$394.1K	—	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	4,765	4,159	+606	+15%	$304.8K	$359.2K	+$54.4K	2026-10-13
Perigon Wealth Management, LLC	DECREASED	4,419	4,613	-194	-4%	$291.8K	$343.2K	+$51.5K	2026-10-22
Argos Wealth Advisors, LLC	UNCHANGED	4,336	4,336	0	0%	$274.3K	$336.8K	+$62.5K	2026-11-02
55 North Private Wealth, LLC	DECREASED	4,296	4,482	-186	-4%	$283.5K	$333.7K	+$50.2K	2026-10-20
Park Avenue Securities LLC	DECREASED	4,191	4,489	-298	-7%	$284.0K	$326	-$283.7K	2026-10-26
Ascent Group, LLC	INCREASED	3,966	3,662	+304	+8%	$231.6K	$308.0K	+$76.4K	2026-10-30
Pinnacle Wealth Planning Services, Inc.	DECREASED	3,932	5,144	-1,212	-24%	$325.4K	$305.4K	-$20.0K	2026-10-27
Rose Capital Advisors LLC	NEW	3,867	—	+3,867	—	—	$300.4K	—	2026-11-04
Resonant Capital Advisors, LLC	INCREASED	3,703	3,630	+73	+2%	$229.6K	$287.6K	+$58.0K	2026-10-15
HUB Investment Partners, LLC	INCREASED	3,669	3,661	+8	+0%	$231.6K	$285.0K	+$53.4K	2026-11-03
Dynamic Advisor Solutions LLC	INCREASED	3,606	3,316	+290	+9%	$209.7K	$280.1K	+$70.3K	2026-10-13
Valeo Financial Advisors, LLC	INCREASED	3,600	3,365	+235	+7%	$212.8K	$279.6K	+$66.8K	2026-10-08
Enterprise Financial Services Corp	INCREASED	3,589	3,588	+1	+0%	$226.9K	$278.8K	+$51.8K	2026-11-03
Walkner Condon Financial Advisors LLC	INCREASED	3,535	3,275	+260	+8%	$207.1K	$274.6K	+$67.4K	2026-11-02
Choreo, LLC	DECREASED	3,429	3,965	-536	-14%	$250.8K	$266.3K	+$15.5K	2026-10-28
Quadrant Private Wealth Management, LLC	NEW	3,416	—	+3,416	—	—	$265.3K	—	2026-11-04
Commonwealth Equity Services, LLC	NEW	3,255	—	+3,255	—	—	$252.8K	—	2026-11-02
Prime Capital Investment Advisors, LLC	NEW	2,820	—	+2,820	—	—	$219.0K	—	2026-10-20
Verdence Capital Advisors LLC	NEW	2,796	—	+2,796	—	—	$217.2K	—	2026-10-26
Angeles Wealth Management, LLC	NEW	2,731	—	+2,731	—	—	$212.1K	—	2026-10-26
Piedmont Capital Management, LLC	NEW	2,592	—	+2,592	—	—	$201.3K	—	2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	2,496	2,639	-143	-5%	$166.9K	$193.9K	+$26.9K	2026-11-05
Westside Investment Management, Inc.	UNCHANGED	2,125	2,125	0	0%	$134.4K	$165.8K	+$31.4K	2026-11-02
TD Private Client Wealth LLC	INCREASED	1,906	1,838	+68	+4%	$116.3K	$148.0K	+$31.8K	2026-10-28
TD Waterhouse Canada Inc.	INCREASED	1,726	1,655	+71	+4%	$103.5K	$132.2K	+$28.7K	2026-10-16
Inspire Investing, LLC	INCREASED	1,598	1,532	+66	+4%	$96.9K	$124.1K	+$27.2K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	1,311	1,263	+48	+4%	$79.9K	$101.8K	+$21.9K	2026-10-20
Bell Investment Advisors, Inc	INCREASED	969	886	+83	+9%	$56.0K	$75.3K	+$19.2K	2026-10-29
Mather Group, Llc.	INCREASED	819	55	+764	+1389%	$3.5K	$63.6K	+$60.1K	2026-10-14
JFS Wealth Advisors, LLC	INCREASED	587	563	+24	+4%	$35.6K	$45.6K	+$10.0K	2026-11-03
Financial Consulate, Inc	INCREASED	577	492	+85	+17%	$31.1K	$44.8K	+$13.7K	2026-10-23
Larson Financial Group LLC	DECREASED	499	583	-84	-14%	$36.9K	$38.8K	+$1.9K	2026-11-05
Ascentis Wealth Management, LLC	NEW	394	—	+394	—	—	$30.6K	—	2026-11-03
Silver Grove Financial Group, Inc.	INCREASED	368	251	+117	+47%	$15.9K	$28.6K	+$12.7K	2026-11-05
Elevation Wealth Partners, LLC	UNCHANGED	368	368	0	0%	$23.3K	$28.6K	+$5.3K	2026-10-07
V-Square Quantitative Management LLC	UNCHANGED	360	360	0	0%	$22.8K	$28.0K	+$5.2K	2026-10-15
Physician Wealth Advisors, Inc.	INCREASED	358	282	+76	+27%	$17.8K	$27.8K	+$10.0K	2026-10-20
Parkside Financial Bank & Trust	INCREASED	296	249	+47	+19%	$15.8K	$23.0K	+$7.2K	2026-10-27
True Wealth Design, LLC	INCREASED	293	220	+73	+33%	$13.9K	$22.8K	+$8.8K	2026-10-13
SBI Securities Co., Ltd.	INCREASED	258	202	+56	+28%	$12.8K	$20.0K	+$7.3K	2026-10-22
Bare Financial Services, Inc	UNCHANGED	230	230	0	0%	$14.5K	$17.9K	+$3.3K	2026-11-04
Highline Wealth Partners LLC	UNCHANGED	218	218	0	0%	$13.8K	$16.9K	+$3.1K	2026-10-19
Pinnacle Bancorp, Inc.	UNCHANGED	212	212	0	0%	$13.4K	$16.5K	+$3.1K	2026-10-21
Private Trust Co NA	UNCHANGED	191	191	0	0%	$12.1K	$14.8K	+$2.8K	2026-10-20
North Star Investment Management Corp.	UNCHANGED	188	188	0	0%	$11.9K	$14.6K	+$2.7K	2026-10-27
Caitong International Asset Management Co., Ltd	NEW	181	—	+181	—	—	$14.1K	—	2026-10-29
Spire Wealth Management	UNCHANGED	157	157	0	0%	$9.9K	$12.2K	+$2.3K	2026-10-30
Acumen Wealth Advisors, LLC	UNCHANGED	152	152	0	0%	$9.6K	$11.8K	+$2.2K	2026-11-05
Key FInancial Inc	UNCHANGED	149	149	0	0%	$9.4K	$11.6K	+$2.1K	2026-11-02
Versant Capital Management, Inc	DECREASED	89	116	-27	-23%	$7.3K	$6.9K	-$424	2026-10-02
Gleason Group, Inc.	UNCHANGED	84	84	0	0%	$5.3K	$6.5K	+$1.2K	2026-10-15
Elyxium Wealth, LLC	NEW	83	—	+83	—	—	$6.4K	—	2026-10-27
Kozak & Associates, Inc.	UNCHANGED	69	69	0	0%	$4.3K	$4.5K	+$214	2026-10-29
IFP Advisors, Inc	UNCHANGED	60	60	0	0%	$3.8K	$4.7K	+$865	2026-10-16
Rossby Financial, LCC	DECREASED	49	54	-5	-9%	$3.4K	$3.8K	+$390	2026-11-05
Breakwater Investment Management	NEW	41	—	+41	—	—	$3.2K	—	2026-10-20
Root Financial Partners, LLC	NEW	39	—	+39	—	—	$3.0K	—	2026-10-21
Provenance Wealth Advisors, LLC	NEW	36	—	+36	—	—	$2.8K	—	2026-10-30
Ares Financial Consulting, LLC	UNCHANGED	35	35	0	0%	$2.2K	$2.7K	+$504	2026-10-19
Meriwether Wealth & Planning, LLC	NEW	28	—	+28	—	—	$2.2K	—	2026-10-13
Noble Wealth Management PBC	UNCHANGED	28	28	0	0%	$1.8K	$2.2K	+$404	2026-10-01
Financial Network Wealth Advisors LLC	INCREASED	23	16	+7	+44%	$1.0K	$1.8K	+$774	2026-10-28
Financial Management Professionals, Inc.	UNCHANGED	22	22	0	0%	$1.4K	$1.7K	+$317	2026-10-23
Jnba Financial Advisors	UNCHANGED	21	21	0	0%	$1.3K	$1.6K	+$303	2026-11-03
Lanark Financial, Inc.	UNCHANGED	18	18	0	0%	$1.1K	$1.4K	+$260	2026-10-26
Proathlete Wealth Management LLC	NEW	14	—	+14	—	—	$1.1K	—	2026-10-15
Abound Wealth Management	DECREASED	11	16	-5	-31%	$1.0K	$855	-$157	2026-10-26
Trust Co	UNCHANGED	9	9	0	0%	$569	$699	+$130	2026-10-09
Godsey & Gibb, Inc	NEW	5	—	+5	—	—	$389	—	2026-10-14
Creative Financial Designs Inc	UNCHANGED	4	4	0	0%	$253	$311	+$58	2026-11-04
High Note Wealth, LLC	UNCHANGED	2	2	0	0%	$127	$155	+$28	2026-10-27
Legacy Wealth Asset Management, LLC	CLOSED	0	17,602	-17,602	-100%	$1.1M	$0	-$1.1M	2026-10-09
Dalton Investments, Inc.	CLOSED	0	14,300	-14,300	-100%	$904.5K	$0	-$904.5K	2026-11-04
Keybank National Association	CLOSED	0	5,875	-5,875	-100%	$371.6K	$0	-$371.6K	2026-11-04
Simplex Trading, LLC	CLOSED	0	248	-248	-100%	$15.7K	$0	-$15.7K	2026-11-04
Kelleher Financial Advisors	CLOSED	0	50	-50	-100%	$3.2K	$0	-$3.2K	2026-10-30
Stone House Investment Management, LLC	CLOSED	0	4	-4	-100%	$253	$0	-$253	2026-10-23
BlackRock, Inc.	N/A	—	3,433,734	-3,433,734	-100%	$217.2M	—	—	—
Morgan Stanley	N/A	—	2,196,702	-2,196,702	-100%	$138.9M	—	—	—
W1m Asset Management Ltd	N/A	—	1,965,980	-1,965,980	-100%	$124.3M	—	—	—
Lazard Asset Management LLC	N/A	—	1,690,596	-1,690,596	-100%	$106.9M	—	—	—
American Century Companies Inc	N/A	—	1,683,109	-1,683,109	-100%	$106.5M	—	—	—
Northern Trust Corp	N/A	—	1,234,297	-1,234,297	-100%	$78.1M	—	—	—
Bank of America Corp	N/A	—	681,122	-681,122	-100%	$43.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	446,379	-446,379	-100%	$28.2M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	416,805	-416,805	-100%	$26.4M	—	—	—
Quantinno Capital Management LP	N/A	—	375,387	-375,387	-100%	$23.7M	—	—	—
Capital Wealth Planning, LLC	N/A	—	334,855	-334,855	-100%	$21.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	306,082	-306,082	-100%	$19.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	284,383	-284,383	-100%	$18.0M	—	—	—
JPMorgan Chase & Co	N/A	—	278,487	-278,487	-100%	$17.5M	—	—	—
Ramirez Asset Management, Inc.	N/A	—	277,732	-277,732	-100%	$17.6M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	217,214	-217,214	-100%	$13.7M	—	—	—
Wellington Management Group LLP	N/A	—	215,080	-215,080	-100%	$13.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	207,135	-207,135	-100%	$13.1M	—	—	—
Millennium Management LLC	N/A	—	204,877	-204,877	-100%	$13.0M	—	—	—
Promethos Capital, LLC	N/A	—	200,806	-200,806	-100%	$12.7M	—	—	—
Acadian Asset Management LLC	N/A	—	192,849	-192,849	-100%	$12.2M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	156,865	-156,865	-100%	$9.9M	—	—	—
FMR LLC	N/A	—	148,339	-148,339	-100%	$9.4M	—	—	—
Qube Research & Technologies Ltd	N/A	—	147,338	-147,338	-100%	$9.3M	—	—	—
Capital World Investors	N/A	—	133,800	-133,800	-100%	$8.4M	—	—	—
Wells Fargo & Company	N/A	—	131,939	-131,939	-100%	$8.3M	—	—	—
Voloridge Investment Management, LLC	N/A	—	125,509	-125,509	-100%	$7.9M	—	—	—
SEI Investments Co	N/A	—	114,573	-114,573	-100%	$7.2M	—	—	—
Marshall Wace, LLP	N/A	—	112,536	-112,536	-100%	$7.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	109,653	-109,653	-100%	$6.9M	—	—	—
NewEdge Wealth, LLC	N/A	—	109,575	-109,575	-100%	$6.9M	—	—	—
Clearbridge Investments, LLC	N/A	—	107,525	-107,525	-100%	$6.8M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	91,231	-91,231	-100%	$5.8M	—	—	—
Vident Advisory, LLC	N/A	—	87,177	-87,177	-100%	$5.5M	—	—	—
Voleon Capital Management LP	N/A	—	85,773	-85,773	-100%	$5.4M	—	—	—
Nykredit A/S	N/A	—	84,207	-84,207	-100%	$5.3M	—	—	—
Neuberger Berman Group LLC	N/A	—	81,144	-81,144	-100%	$5.1M	—	—	—
UBS Group AG	N/A	—	80,859	-80,859	-100%	$5.1M	—	—	—
Two Sigma Investments, LP	N/A	—	80,016	-80,016	-100%	$5.1M	—	—	—
Arbiter Partners Capital Management LLC	N/A	—	67,169	-67,169	-100%	$4.2M	—	—	—
IEQ Capital, LLC	N/A	—	60,907	-60,907	-100%	$3.9M	—	—	—
XTX Topco Ltd	N/A	—	59,498	-59,498	-100%	$3.8M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	58,871	-58,871	-100%	$3.7M	—	—	—
Rhumbline Advisers	N/A	—	58,598	-58,598	-100%	$3.7M	—	—	—
Cerity Partners LLC	N/A	—	57,850	-57,850	-100%	$3.7M	—	—	—
Brandes Investment Partners, LP	N/A	—	54,299	-54,299	-100%	$3.4M	—	—	—
Natixis Advisors, LLC	N/A	—	54,254	-54,254	-100%	$3.4M	—	—	—
Royal Bank of Canada	N/A	—	52,743	-52,743	-100%	$3.3M	—	—	—
First Trust Advisors LP	N/A	—	51,811	-51,811	-100%	$3.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	51,260	-51,260	-100%	$3.2M	—	—	—
LPL Financial LLC	N/A	—	49,513	-49,513	-100%	$3.1M	—	—	—
Gabelli Funds LLC	N/A	—	48,576	-48,576	-100%	$3.1M	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	45,266	-45,266	-100%	$2.9M	—	—	—
Mariner, LLC	N/A	—	45,158	-45,158	-100%	$2.9M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	44,560	-44,560	-100%	$2.8M	—	—	—
Ballentine Partners, LLC	N/A	—	42,712	-42,712	-100%	$2.7M	—	—	—
Massachusetts Financial Services Co	N/A	—	42,610	-42,610	-100%	$2.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	37,523	-37,523	-100%	$2.4M	—	—	—
Russell Investments Group, Ltd.	N/A	—	37,114	-37,114	-100%	$2.3M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	36,578	-36,578	-100%	$2.3M	—	—	—
Schroder Investment Management Group	N/A	—	35,898	-35,898	-100%	$2.3M	—	—	—
Deutsche Bank Ag\	N/A	—	34,677	-34,677	-100%	$2.2M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	31,627	-31,627	-100%	$2.0M	—	—	—
Oversea-Chinese Banking Corp Ltd	N/A	—	30,572	-30,572	-100%	$1.9M	—	—	—
EFG International AG	N/A	—	28,873	-28,873	-100%	$1.8M	—	—	—
Barometer Capital Management Inc.	N/A	—	28,200	-28,200	-100%	$1.8M	—	—	—
AQR Capital Management LLC	N/A	—	26,917	-26,917	-100%	$1.7M	—	—	—
PCM Encore, LLC	N/A	—	26,632	-26,632	-100%	$1.7M	—	—	—
Bleakley Financial Group, LLC	N/A	—	26,608	-26,608	-100%	$1.7M	—	—	—
QRG Capital Management, Inc.	N/A	—	25,601	-25,601	-100%	$1.6M	—	—	—
Barclays PLC	N/A	—	25,325	-25,325	-100%	$1.6M	—	—	—
Capital Research Global Investors	N/A	—	24,847	-24,847	-100%	$1.6M	—	—	—
Nuveen, LLC	N/A	—	23,889	-23,889	-100%	$1.5M	—	—	—
Graham Capital Management, L.P.	N/A	—	22,855	-22,855	-100%	$1.4M	—	—	—
Callan Family Office, LLC	N/A	—	22,605	-22,605	-100%	$1.4M	—	—	—
Aberdeen Group plc	N/A	—	22,054	-22,054	-100%	$1.4M	—	—	—
Mercer Global Advisors Inc	N/A	—	21,423	-21,423	-100%	$1.4M	—	—	—
HRT Financial LP	N/A	—	20,833	-20,833	-100%	$1.3M	—	—	—
HighTower Advisors, LLC	N/A	—	20,365	-20,365	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	20,103	-20,103	-100%	$1.3M	—	—	—
State Street Corp	N/A	—	19,463	-19,463	-100%	$1.2M	—	—	—
Bank of Montreal	N/A	—	19,361	-19,361	-100%	$1.2M	—	—	—
Groupama Asset Managment	N/A	—	18,068	-18,068	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	16,302	-16,302	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	15,016	-15,016	-100%	$949.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	14,455	-14,455	-100%	$914.3K	—	—	—
Venturi Wealth Management, LLC	N/A	—	14,274	-14,274	-100%	$902.8K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	14,002	-14,002	-100%	$885.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	13,944	-13,944	-100%	$881.9K	—	—	—
Savant Capital, LLC	N/A	—	13,247	-13,247	-100%	$825.9K	—	—	—
West Family Investments, Inc.	N/A	—	12,364	-12,364	-100%	$782.0K	—	—	—
Bridgewater Advisors Inc.	N/A	—	12,294	-12,294	-100%	$875.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	12,040	-12,040	-100%	$761.5K	—	—	—
Caprock Group, LLC	N/A	—	11,998	-11,998	-100%	$758.9K	—	—	—
Stifel Financial Corp	N/A	—	11,981	-11,981	-100%	$757.8K	—	—	—
Fullerton Fund Management Co Ltd.	N/A	—	11,784	-11,784	-100%	$745.3K	—	—	—
Empowered Funds, LLC	N/A	—	11,575	-11,575	-100%	$732.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,489	-11,489	-100%	$726.7K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	11,260	-11,260	-100%	$712.0K	—	—	—
Shelton Capital Management	N/A	—	11,162	-11,162	-100%	$706.0K	—	—	—
Focus Partners Wealth	N/A	—	11,148	-11,148	-100%	$705.1K	—	—	—
Ameriprise Financial Inc	N/A	—	10,893	-10,893	-100%	$689.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	10,728	-10,728	-100%	$46.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	10,427	-10,427	-100%	$659.5K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	9,965	-9,965	-100%	$630.3K	—	—	—
LSV Asset Management	N/A	—	9,800	-9,800	-100%	$620.0K	—	—	—
Guggenheim Capital LLC	N/A	—	9,611	-9,611	-100%	$607.9K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	9,068	-9,068	-100%	$573.6K	—	—	—
Cetera Investment Advisers	N/A	—	9,040	-9,040	-100%	$571.7K	—	—	—
MML Investors Services, LLC	N/A	—	8,989	-8,989	-100%	$568.5K	—	—	—
Sivia Capital Partners, LLC	N/A	—	8,920	-8,920	-100%	$564.2K	—	—	—
Syon Capital LLC	N/A	—	8,679	-8,679	-100%	$548.9K	—	—	—
JMN Financial LLC	N/A	—	8,500	-8,500	-100%	$537.7K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	8,410	-8,410	-100%	$531.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	7,753	-7,753	-100%	$490.4K	—	—	—
LGT Group Foundation	N/A	—	7,730	-7,730	-100%	$488.9K	—	—	—
&partners	N/A	—	7,443	-7,443	-100%	$469.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	7,359	-7,359	-100%	$465.0K	—	—	—
Glenmede Trust Co NA	N/A	—	7,140	-7,140	-100%	$451.6K	—	—	—
Engineers Gate Manager LP	N/A	—	7,050	-7,050	-100%	$445.9K	—	—	—
Geode Capital Management, LLC	N/A	—	7,010	-7,010	-100%	$443.4K	—	—	—
Ariadne Wealth Management, LP	N/A	—	6,752	-6,752	-100%	$427.1K	—	—	—
Causeway Capital Management LLC	N/A	—	6,594	-6,594	-100%	$417.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,307	-6,307	-100%	$380.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	6,263	-6,263	-100%	$396.1K	—	—	—
Franklin Resources Inc	N/A	—	6,207	-6,207	-100%	$392.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,925	-5,925	-100%	$374.8K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	5,866	-5,866	-100%	$371.0K	—	—	—
Bessemer Group Inc	N/A	—	5,755	-5,755	-100%	$364.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	5,721	-5,721	-100%	$361.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	5,677	-5,677	-100%	$359.1K	—	—	—
Arkadios Wealth Advisors	N/A	—	5,484	-5,484	-100%	$346.9K	—	—	—
Drive Wealth Management, LLC	N/A	—	4,833	-4,833	-100%	$305.7K	—	—	—
Citadel Advisors LLC	N/A	—	4,811	-4,811	-100%	$304.3K	—	—	—
M&T Bank Corp	N/A	—	4,637	-4,637	-100%	$293.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,483	-4,483	-100%	$283.6K	—	—	—
Coldstream Capital Management Inc	N/A	—	4,408	-4,408	-100%	$278.8K	—	—	—
Wellspring Financial Advisors, LLC	N/A	—	4,346	-4,346	-100%	$274.9K	—	—	—
Composition Wealth, LLC	N/A	—	4,298	-4,298	-100%	$271.9K	—	—	—
Merit Financial Group, LLC	N/A	—	4,141	-4,141	-100%	$262.0K	—	—	—
Aspen Grove Capital, LLC	N/A	—	4,118	-4,118	-100%	$260.5K	—	—	—
BSW Wealth Partners	N/A	—	3,841	-3,841	-100%	$242.9K	—	—	—
Arax Advisory Partners	N/A	—	3,836	-3,836	-100%	$242.6K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	3,744	-3,744	-100%	$236.8K	—	—	—
OneAscent Family Office, LLC	N/A	—	3,734	-3,734	-100%	$236.2K	—	—	—
MAI Capital Management	N/A	—	3,631	-3,631	-100%	$204.4K	—	—	—
Optas, LLC	N/A	—	3,625	-3,625	-100%	$229.3K	—	—	—
Natural Investments, LLC	N/A	—	3,477	-3,477	-100%	$219.0K	—	—	—
Squarepoint Ops LLC	N/A	—	3,457	-3,457	-100%	$218.7K	—	—	—
Blair William & Co	N/A	—	3,204	-3,204	-100%	$202.7K	—	—	—
Winton Group Ltd	N/A	—	3,200	-3,200	-100%	$202.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,091	-3,091	-100%	$195.5K	—	—	—
Allworth Financial LP	N/A	—	3,049	-3,049	-100%	$192.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,238	-2,238	-100%	$141.6K	—	—	—
Clearstead Advisors, LLC	N/A	—	2,002	-2,002	-100%	$126.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,925	-1,925	-100%	$121.0K	—	—	—
WealthCollab, LLC	N/A	—	1,901	-1,901	-100%	$120.2K	—	—	—
Quantbot Technologies LP	N/A	—	1,219	-1,219	-100%	$77.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,023	-1,023	-100%	$64.7K	—	—	—
HM Payson & Co	N/A	—	882	-882	-100%	$55.8K	—	—	—
Federated Hermes, Inc.	N/A	—	866	-866	-100%	$54.8K	—	—	—
Brown Brothers Harriman & Co	N/A	—	481	-481	-100%	$30.4K	—	—	—
Vanguard National Trust Co	N/A	—	441	-441	-100%	$27.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	410	-410	-100%	$25.7K	—	—	—
Crewe Advisors LLC	N/A	—	335	-335	-100%	$21.2K	—	—	—
Huntington National Bank	N/A	—	330	-330	-100%	$20.9K	—	—	—
Cornerstone Financial Management LLC	N/A	—	304	-304	-100%	$19.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	277	-277	-100%	$17.5K	—	—	—
Park Place Capital Corp	N/A	—	264	-264	-100%	$16.7K	—	—	—
LRI Investments, LLC	N/A	—	247	-247	-100%	$15.6K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	226	-226	-100%	$14.3K	—	—	—
SHP Wealth Management	N/A	—	147	-147	-100%	$9.3K	—	—	—
Harbour Investments, Inc.	N/A	—	141	-141	-100%	$8.9K	—	—	—
Proffitt & Goodson Inc	N/A	—	129	-129	-100%	$8.2K	—	—	—
JPL Wealth Management, LLC	N/A	—	123	-123	-100%	$7.8K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	115	-115	-100%	$7.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	84	-84	-100%	$5.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	74	-74	-100%	$4.7K	—	—	—
Continuum Advisory, LLC	N/A	—	59	-59	-100%	$3.7K	—	—	—
Kilter Group LLC	N/A	—	57	-57	-100%	$3.6K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	53	-53	-100%	$3.4K	—	—	—
National Bank of Canada	N/A	—	53	-53	-100%	$3.4K	—	—	—
Dogwood Wealth Management LLC	N/A	—	36	-36	-100%	$2.3K	—	—	—
Silicon Valley Capital Partners	N/A	—	10	-10	-100%	$641	—	—	—
Investors Portfolio Services LLC	N/A	—	8	-8	-100%	$506	—	—	—
Quent Capital, LLC	N/A	—	7	-7	-100%	$443	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

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