Shoals Technologies Group (SHLS)

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

Shares6,143,319 from 4,590,497

Change+1,552,822 (+34%)

Value$49.8M (+$4.3M)

Filed 2026-11-04

Amundi

DECREASED

Shares5,310,843 from 5,374,593

Change-63,750 (-1%)

Value$43.0M (-$10.2M)

Filed 2026-11-06

Geode Capital Management, LLC

DECREASED

Shares4,376,990 from 4,745,938

Change-368,948 (-8%)

Value$35.5M (-$11.5M)

Filed 2026-11-06

Pictet Asset Management Holding SA

DECREASED

Shares2,719,584 from 2,839,736

Change-120,152 (-4%)

Value$22.0M (-$6.1M)

Filed 2026-11-03

Swedbank AB

DECREASED

Shares1,260,745 from 1,315,945

Change-55,200 (-4%)

Value$10.2M (-$2.8M)

Filed 2026-10-27

Raiffeisen Bank International AG

UNCHANGED

Shares950,000 from 950,000

Change0 (0%)

Value$7.4M (-$1.4M)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares759,178 from 98,661

Change+660,517 (+669%)

Value$6.1M (+$5.2M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares548,499 from 545,464

Change+3,035 (+1%)

Value$4.4M (-$957.3K)

Filed 2026-11-05

Hussman Strategic Advisors, Inc.

INCREASED

Shares315,000 from 252,000

Change+63,000 (+25%)

Value$2.6M (+$56.7K)

Filed 2026-11-02

Alps Advisors Inc

DECREASED

Shares247,874 from 250,678

Change-2,804 (-1%)

Value$2.0M (-$473.9K)

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares207,796 from 233,693

Change-25,897 (-11%)

Value$1.7M (-$630.4K)

Filed 2026-11-06

Torrey Growth & Income Advisors

DECREASED

Shares158,460 from 170,560

Change-12,100 (-7%)

Value$1.3M (-$422.7K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares146,468 from 54,296

Change+92,172 (+170%)

Value$1.2M (+$648.9K)

Filed 2026-11-06

Cidel Asset Management Inc

INCREASED

Shares142,557 from 131,340

Change+11,217 (+9%)

Value$1.2M (-$145.6K)

Filed 2026-10-29

Jefferies Financial Group Inc.

INCREASED

Shares112,719 from 34,915

Change+77,804 (+223%)

Value$913.0K (+$567.4K)

Filed 2026-11-05

Viking Fund Management LLC

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$810.0K (-$180.0K)

Filed 2026-10-14

Great Lakes Advisors, LLC

DECREASED

Shares96,384 from 162,410

Change-66,026 (-41%)

Value$780.7K (-$827.1K)

Filed 2026-11-06

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares90,266 from 90,266

Change0 (0%)

Value$731.2K (-$162.5K)

Filed 2026-11-05

Imc-Chicago, LLC

DECREASED

Shares72,917 from 316,550

Change-243,633 (-77%)

Value$590.6K (-$2.5M)

Filed 2026-11-05

CenterBook Partners LP

DECREASED

Shares64,328 from 425,534

Change-361,206 (-85%)

Value$521.1K (-$3.7M)

Filed 2026-11-02

Mirador Capital Partners LP

INCREASED

Shares60,728 from 58,020

Change+2,708 (+5%)

Value$491.9K (-$82.5K)

Filed 2026-10-09

Citigroup Inc

DECREASED

Shares53,925 from 128,417

Change-74,492 (-58%)

Value$436.8K (-$834.5K)

Filed 2026-11-04

DekaBank Deutsche Girozentrale

INCREASED

Shares50,741 from 25,805

Change+24,936 (+97%)

Value$410 (+$241)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

DECREASED

Shares50,417 from 54,619

Change-4,202 (-8%)

Value$408.4K (-$132.4K)

Filed 2026-10-29

Arizona State Retirement System

INCREASED

Shares47,290 from 46,293

Change+997 (+2%)

Value$383.0K (-$75.3K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares45,816 from 46,717

Change-901 (-2%)

Value$371.1K (-$91.4K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares42,886 from 63,570

Change-20,684 (-33%)

Value$361.1K (-$275.9K)

Filed 2026-10-13

Fulcrum Asset Management LLP

INCREASED

Shares41,424 from 18,176

Change+23,248 (+128%)

Value$321.9K (+$153.0K)

Filed 2026-11-04

State of Wyoming

INCREASED

Shares38,003 from 14,515

Change+23,488 (+162%)

Value$307.8K (+$164.1K)

Filed 2026-10-28

Creative Planning

DECREASED

Shares36,990 from 63,587

Change-26,597 (-42%)

Value$299.6K (-$329.9K)

Filed 2026-11-02

Atria Investments, Inc

INCREASED

Shares28,452 from 22,316

Change+6,136 (+28%)

Value$230.5K (+$9.5K)

Filed 2026-10-15

Ethic Inc.

INCREASED

Shares27,418 from 13,252

Change+14,166 (+107%)

Value$222.1K (+$90.9K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares21,208 from 19,693

Change+1,515 (+8%)

Value$171.8K (-$23.2K)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares19,146 from 448,745

Change-429,599 (-96%)

Value$155.1K (-$4.3M)

Filed 2026-11-02

Miller Howard Investments Inc

INCREASED

Shares18,098 from 18,091

Change+7 (+0%)

Value$146.6K (-$32.5K)

Filed 2026-10-26

HUB Investment Partners, LLC

NEW

Shares17,810

Change+17,810

Value$144.3K

Filed 2026-11-03

Quartz Partners, LLC

NEW

Shares16,933

Change+16,933

Value$137.2K

Filed 2026-11-03

Xponance LLC

INCREASED

Shares16,693 from 16,563

Change+130 (+1%)

Value$135.2K (-$28.8K)

Filed 2026-11-03

Fifth Third Wealth Advisors LLC

NEW

Shares15,534

Change+15,534

Value$125.8K

Filed 2026-10-22

Strs Ohio

DECREASED

Shares15,100 from 37,600

Change-22,500 (-60%)

Value$122.3K (-$249.9K)

Filed 2026-10-30

Perigon Wealth Management, LLC

NEW

Shares13,355

Change+13,355

Value$108.2K

Filed 2026-10-22

Swiss Life Asset Management Ltd

UNCHANGED

Shares12,438 from 12,438

Change0 (0%)

Value$100.7K (-$22.4K)

Filed 2026-11-03

HB Wealth Management, LLC

NEW

Shares11,236

Change+11,236

Value$91.0K

Filed 2026-10-23

Abel Hall, LLC

INCREASED

Shares10,924 from 10,835

Change+89 (+1%)

Value$88.5K (-$18.8K)

Filed 2026-10-19

Traynor Capital Management, Inc.

INCREASED

Shares10,319 from 10,000

Change+319 (+3%)

Value$83.6K (-$15.4K)

Filed 2026-10-29

Green Alpha Advisors, LLC

DECREASED

Shares10,014 from 16,247

Change-6,233 (-38%)

Value$81.1K (-$79.7K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares9,321 from 9,377

Change-56 (-1%)

Value$75.5K (-$17.3K)

Filed 2026-10-27

Trium Capital LLP

INCREASED

Shares8,825 from 246

Change+8,579 (+3487%)

Value$71.5K (+$69.0K)

Filed 2026-10-16

State of Alaska, Department of Revenue

UNCHANGED

Shares7,298 from 7,298

Change0 (0%)

Value$59 (-$71.9K)

Filed 2026-10-15

Nisa Investment Advisors, LLC

DECREASED

Shares6,816 from 7,016

Change-200 (-3%)

Value$55.2K (-$14.2K)

Filed 2026-10-20

Sterling Capital Management LLC

INCREASED

Shares5,482 from 778

Change+4,704 (+605%)

Value$44.4K (+$36.7K)

Filed 2026-10-22

US Bancorp \de\

DECREASED

Shares4,736 from 4,942

Change-206 (-4%)

Value$38.4K (-$10.6K)

Filed 2026-11-05

KBC Group NV

UNCHANGED

Shares4,578 from 4,578

Change0 (0%)

Value$37 (-$45.0K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares4,561 from 4,393

Change+168 (+4%)

Value$36.9K (-$6.5K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares4,134 from 782

Change+3,352 (+429%)

Value$33.5K (+$25.8K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares4,014 from 1,365

Change+2,649 (+194%)

Value$32.5K (+$19.0K)

Filed 2026-11-03

Rothwell Investment Advisors, LLC

NEW

Shares3,900

Change+3,900

Value$31.6K

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares2,543 from 1,971

Change+572 (+29%)

Value$20.6K (+$1.1K)

Filed 2026-10-08

Nykredit A/S

UNCHANGED

Shares2,204 from 2,204

Change0 (0%)

Value$17.9K (-$4.0K)

Filed 2026-11-06

Allworth Financial LP

INCREASED

Shares2,021 from 1,998

Change+23 (+1%)

Value$20.0K (+$227)

Filed 2026-11-06

Fortitude Family Office, LLC

NEW

Shares1,832

Change+1,832

Value$14.8K

Filed 2026-10-14

SBI Securities Co., Ltd.

DECREASED

Shares1,748 from 1,881

Change-133 (-7%)

Value$14.2K (-$4.5K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares1,597 from 1,488

Change+109 (+7%)

Value$12.9K (-$1.8K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares1,053 from 1,004

Change+49 (+5%)

Value$8.5K (-$1.4K)

Filed 2026-11-04

Summit Securities Group LLC

DECREASED

Shares978 from 4,955

Change-3,977 (-80%)

Value$7.9K (-$41.1K)

Filed 2026-11-05

Larson Financial Group LLC

INCREASED

Shares920 from 360

Change+560 (+156%)

Value$7.5K (+$3.9K)

Filed 2026-11-05

Signaturefd, LLC

DECREASED

Shares692 from 981

Change-289 (-29%)

Value$5.6K (-$4.1K)

Filed 2026-10-23

Blue Trust, Inc.

NEW

Shares461

Change+461

Value$3.7K

Filed 2026-10-15

SJS Investment Consulting Inc.

INCREASED

Shares425 from 59

Change+366 (+620%)

Value$3.4K (+$2.9K)

Filed 2026-10-26

CoreCap Advisors, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$3.2K (-$720)

Filed 2026-10-08

Leonteq Securities AG

DECREASED

Shares318 from 21,618

Change-21,300 (-99%)

Value$2.6K (-$211.4K)

Filed 2026-10-29

WPG Advisers, LLC

INCREASED

Shares284 from 83

Change+201 (+242%)

Value$2.3K (+$1.5K)

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares273

Change+273

Value$2.2K

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares243 from 243

Change0 (0%)

Value$2.0K (-$438)

Filed 2026-10-05

IFP Advisors, Inc

INCREASED

Shares226 from 100

Change+126 (+126%)

Value$1.8K (+$841)

Filed 2026-10-16

Provenance Wealth Advisors, LLC

NEW

Shares210

Change+210

Value$1.7K

Filed 2026-10-30

Toth Financial Advisory Corp

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$1.6K (-$360)

Filed 2026-10-08

Bell Investment Advisors, Inc

UNCHANGED

Shares154 from 154

Change0 (0%)

Value$1.2K (-$277)

Filed 2026-10-29

Harbor Capital Advisors, Inc.

DECREASED

Shares135 from 743

Change-608 (-82%)

Value$1 (-$6)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

INCREASED

Shares131 from 44

Change+87 (+198%)

Value$1.1K (+$625)

Filed 2026-11-05

Owl Creek Wealth Partners LLC

NEW

Shares130

Change+130

Value$1.1K

Filed 2026-10-20

Parkside Financial Bank & Trust

NEW

Shares127

Change+127

Value$1.0K

Filed 2026-10-27

Versant Capital Management, Inc

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$972 (-$216)

Filed 2026-10-02

True Wealth Design, LLC

INCREASED

Shares84 from 39

Change+45 (+115%)

Value$681 (+$294)

Filed 2026-10-13

UMB Bank, n.a.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$608 (-$135)

Filed 2026-11-06

Essential Partners LLC

DECREASED

Shares74 from 208

Change-134 (-64%)

Value$599 (-$1.5K)

Filed 2026-10-14

Rossby Financial, LCC

INCREASED

Shares65 from 61

Change+4 (+7%)

Value$527 (-$77)

Filed 2026-11-05

Addison Advisors LLC

NEW

Shares51

Change+51

Value$416

Filed 2026-11-06

North Star Investment Management Corp.

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$340 (-$76)

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares40 from 66

Change-26 (-39%)

Value$0 (-$1)

Filed 2026-10-30

Assetmark, Inc

NEW

Shares36

Change+36

Value$292

Filed 2026-10-21

Private Trust Co NA

NEW

Shares35

Change+35

Value$284

Filed 2026-10-20

First Horizon Corp

NEW

Shares20

Change+20

Value$162

Filed 2026-10-26

Ascentis Wealth Management, LLC

NEW

Shares2

Change+2

Value$16

Filed 2026-11-03

Pekin Hardy Strauss, Inc.

CLOSED

Shares0 from 113,500

Change-113,500 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

CLOSED

Shares0 from 106,369

Change-106,369 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-05

Essex Investment Management Co LLC

CLOSED

Shares0 from 93,670

Change-93,670 (-100%)

Value$0 (-$927.3K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 91,746

Change-91,746 (-100%)

Value$0 (-$908.0K)

Filed 2026-11-02

MGO One Seven LLC

CLOSED

Shares0 from 49,342

Change-49,342 (-100%)

Value$0 (-$488.5K)

Filed 2026-10-28

Assenagon Asset Management S.A.

CLOSED

Shares0 from 30,697

Change-30,697 (-100%)

Value$0 (-$303.9K)

Filed 2026-10-15

LSV Asset Management

CLOSED

Shares0 from 12,400

Change-12,400 (-100%)

Value$0 (-$123.0K)

Filed 2026-11-06

Mach-1 Financial Group, LLC

CLOSED

Shares0 from 11,438

Change-11,438 (-100%)

Value$0 (-$113.2K)

Filed 2026-11-06

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 11,100

Change-11,100 (-100%)

Value$0 (-$109.9K)

Filed 2026-10-28

Merit Financial Group, LLC

CLOSED

Shares0 from 8,414

Change-8,414 (-100%)

Value$0 (-$83.3K)

Filed 2026-11-06

Clearstead Advisors, LLC

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$436)

Filed 2026-10-20

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$257)

Filed 2026-10-07

Hughes Financial Services, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$10)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 28,727,968

Change-28,727,968 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 21,602,202

Change-21,602,202 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 7,435,246

Change-7,435,246 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 7,157,142

Change-7,157,142 (-100%)

Value—

State Street Corp

N/A

Shares— from 6,052,905

Change-6,052,905 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 6,037,171

Change-6,037,171 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,500,168

Change-4,500,168 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 4,276,470

Change-4,276,470 (-100%)

Value—

Greenvale Capital LLP

N/A

Shares— from 4,250,000

Change-4,250,000 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 3,766,966

Change-3,766,966 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 2,889,908

Change-2,889,908 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,732,435

Change-2,732,435 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 2,324,998

Change-2,324,998 (-100%)

Value—

ACK Asset Management LLC

N/A

Shares— from 2,255,000

Change-2,255,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,926,830

Change-1,926,830 (-100%)

Value—

Redwood Grove Capital, LLC

N/A

Shares— from 1,760,722

Change-1,760,722 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,749,628

Change-1,749,628 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 1,723,952

Change-1,723,952 (-100%)

Value—

Ardsley Advisory Partners LP

N/A

Shares— from 1,665,000

Change-1,665,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 1,627,824

Change-1,627,824 (-100%)

Value—

Woodson Capital Management, LP

N/A

Shares— from 1,600,000

Change-1,600,000 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 1,466,050

Change-1,466,050 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,407,162

Change-1,407,162 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 1,299,894

Change-1,299,894 (-100%)

Value—

Nishkama Capital, LLC

N/A

Shares— from 1,284,065

Change-1,284,065 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,279,425

Change-1,279,425 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,265,277

Change-1,265,277 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,197,853

Change-1,197,853 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,185,780

Change-1,185,780 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 1,123,547

Change-1,123,547 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 1,106,278

Change-1,106,278 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 948,433

Change-948,433 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 946,744

Change-946,744 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 935,609

Change-935,609 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 926,734

Change-926,734 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 839,000

Change-839,000 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 797,856

Change-797,856 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 793,968

Change-793,968 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 714,154

Change-714,154 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 660,690

Change-660,690 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 650,383

Change-650,383 (-100%)

Value—

Palo Duro Investment Partners, LP

N/A

Shares— from 647,469

Change-647,469 (-100%)

Value—

Sora Investors LLC

N/A

Shares— from 609,206

Change-609,206 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 607,589

Change-607,589 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 605,555

Change-605,555 (-100%)

Value—

Aventail Capital Group, LP

N/A

Shares— from 567,790

Change-567,790 (-100%)

Value—

Stansberry Asset Management, LLC

N/A

Shares— from 558,849

Change-558,849 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 526,219

Change-526,219 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 445,442

Change-445,442 (-100%)

Value—

Oribel Capital Management, LP

N/A

Shares— from 419,500

Change-419,500 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 373,569

Change-373,569 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 371,409

Change-371,409 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 367,387

Change-367,387 (-100%)

Value—

Defiance ETFs, LLC

N/A

Shares— from 358,402

Change-358,402 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 336,600

Change-336,600 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 334,755

Change-334,755 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 312,016

Change-312,016 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 306,104

Change-306,104 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 264,141

Change-264,141 (-100%)

Value—

Scalar Gauge Management, LLC

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 243,465

Change-243,465 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 218,490

Change-218,490 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 194,632

Change-194,632 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 185,927

Change-185,927 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 169,532

Change-169,532 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 168,219

Change-168,219 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 167,434

Change-167,434 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 166,980

Change-166,980 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 159,991

Change-159,991 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 155,075

Change-155,075 (-100%)

Value—

Norges Bank

N/A

Shares— from 151,251

Change-151,251 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 146,551

Change-146,551 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 144,683

Change-144,683 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 142,207

Change-142,207 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 141,336

Change-141,336 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 140,206

Change-140,206 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 135,208

Change-135,208 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 135,084

Change-135,084 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 122,904

Change-122,904 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 113,575

Change-113,575 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 108,616

Change-108,616 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 100,704

Change-100,704 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 100,159

Change-100,159 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 97,826

Change-97,826 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 92,199

Change-92,199 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 88,449

Change-88,449 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 86,343

Change-86,343 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 85,826

Change-85,826 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 85,188

Change-85,188 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 82,610

Change-82,610 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 80,200

Change-80,200 (-100%)

Value—

Myda Advisors LLC

N/A

Shares— from 79,500

Change-79,500 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 77,877

Change-77,877 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 70,378

Change-70,378 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 69,097

Change-69,097 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 67,453

Change-67,453 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 65,448

Change-65,448 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 64,083

Change-64,083 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 63,745

Change-63,745 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 61,000

Change-61,000 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 57,776

Change-57,776 (-100%)

Value—

Allstate Corp

N/A

Shares— from 54,520

Change-54,520 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 52,847

Change-52,847 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 51,972

Change-51,972 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 50,318

Change-50,318 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 50,092

Change-50,092 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 49,541

Change-49,541 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 46,917

Change-46,917 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 46,381

Change-46,381 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 45,208

Change-45,208 (-100%)

Value—

Harvest Portfolios Group Inc.

N/A

Shares— from 41,927

Change-41,927 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 41,253

Change-41,253 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 37,581

Change-37,581 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 36,659

Change-36,659 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 36,542

Change-36,542 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 36,156

Change-36,156 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 36,030

Change-36,030 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

Ridge Creek Global, Inc

N/A

Shares— from 35,750

Change-35,750 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 35,600

Change-35,600 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 33,544

Change-33,544 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 32,968

Change-32,968 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 32,503

Change-32,503 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 32,206

Change-32,206 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 32,106

Change-32,106 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 30,300

Change-30,300 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 28,910

Change-28,910 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 28,865

Change-28,865 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 26,467

Change-26,467 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 26,156

Change-26,156 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 25,842

Change-25,842 (-100%)

Value—

Man Group plc

N/A

Shares— from 25,422

Change-25,422 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 24,863

Change-24,863 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 24,507

Change-24,507 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 24,470

Change-24,470 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 20,489

Change-20,489 (-100%)

Value—

FMR LLC

N/A

Shares— from 19,339

Change-19,339 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 19,160

Change-19,160 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 18,450

Change-18,450 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 17,912

Change-17,912 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 17,658

Change-17,658 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 16,271

Change-16,271 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 16,164

Change-16,164 (-100%)

Value—

Banco Bilbao Vizcaya Argentaria, S.A.

N/A

Shares— from 15,952

Change-15,952 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 15,483

Change-15,483 (-100%)

Value—

Papamarkou Wellner Asset Management inc.

N/A

Shares— from 14,230

Change-14,230 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 12,739

Change-12,739 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 11,591

Change-11,591 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 10,722

Change-10,722 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 10,323

Change-10,323 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 10,281

Change-10,281 (-100%)

Value—

Towarzystwo Funduszy Inwestycyjnych PZU SA

N/A

Shares— from 3,800

Change-3,800 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,583

Change-2,583 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,982

Change-1,982 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,393

Change-1,393 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,376

Change-1,376 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 971

Change-971 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 946

Change-946 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 798

Change-798 (-100%)

Value—

Stance Capital LLC

N/A

Shares— from 657

Change-657 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 647

Change-647 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 588

Change-588 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 365

Change-365 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 325

Change-325 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 312

Change-312 (-100%)

Value—

Quarry LP

N/A

Shares— from 272

Change-272 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 263

Change-263 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 153

Change-153 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 140

Change-140 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 125

Change-125 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 111

Change-111 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	6,143,319	4,590,497	+1,552,822	+34%	$45.4M	$49.8M	+$4.3M	2026-11-04
Amundi	DECREASED	5,310,843	5,374,593	-63,750	-1%	$53.2M	$43.0M	-$10.2M	2026-11-06
Geode Capital Management, LLC	DECREASED	4,376,990	4,745,938	-368,948	-8%	$47.0M	$35.5M	-$11.5M	2026-11-06
Pictet Asset Management Holding SA	DECREASED	2,719,584	2,839,736	-120,152	-4%	$28.1M	$22.0M	-$6.1M	2026-11-03
Swedbank AB	DECREASED	1,260,745	1,315,945	-55,200	-4%	$13.0M	$10.2M	-$2.8M	2026-10-27
Raiffeisen Bank International AG	UNCHANGED	950,000	950,000	0	0%	$8.8M	$7.4M	-$1.4M	2026-10-28
Russell Investments Group, Ltd.	INCREASED	759,178	98,661	+660,517	+669%	$976.7K	$6.1M	+$5.2M	2026-11-06
Bank of New York Mellon Corp	INCREASED	548,499	545,464	+3,035	+1%	$5.4M	$4.4M	-$957.3K	2026-11-05
Hussman Strategic Advisors, Inc.	INCREASED	315,000	252,000	+63,000	+25%	$2.5M	$2.6M	+$56.7K	2026-11-02
Alps Advisors Inc	DECREASED	247,874	250,678	-2,804	-1%	$2.5M	$2.0M	-$473.9K	2026-11-03
Deutsche Bank Ag\	DECREASED	207,796	233,693	-25,897	-11%	$2.3M	$1.7M	-$630.4K	2026-11-06
Torrey Growth & Income Advisors	DECREASED	158,460	170,560	-12,100	-7%	$1.7M	$1.3M	-$422.7K	2026-11-04
Barclays PLC	INCREASED	146,468	54,296	+92,172	+170%	$537.5K	$1.2M	+$648.9K	2026-11-06
Cidel Asset Management Inc	INCREASED	142,557	131,340	+11,217	+9%	$1.3M	$1.2M	-$145.6K	2026-10-29
Jefferies Financial Group Inc.	INCREASED	112,719	34,915	+77,804	+223%	$345.7K	$913.0K	+$567.4K	2026-11-05
Viking Fund Management LLC	UNCHANGED	100,000	100,000	0	0%	$990.0K	$810.0K	-$180.0K	2026-10-14
Great Lakes Advisors, LLC	DECREASED	96,384	162,410	-66,026	-41%	$1.6M	$780.7K	-$827.1K	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	90,266	90,266	0	0%	$893.6K	$731.2K	-$162.5K	2026-11-05
Imc-Chicago, LLC	DECREASED	72,917	316,550	-243,633	-77%	$3.1M	$590.6K	-$2.5M	2026-11-05
CenterBook Partners LP	DECREASED	64,328	425,534	-361,206	-85%	$4.2M	$521.1K	-$3.7M	2026-11-02
Mirador Capital Partners LP	INCREASED	60,728	58,020	+2,708	+5%	$574.4K	$491.9K	-$82.5K	2026-10-09
Citigroup Inc	DECREASED	53,925	128,417	-74,492	-58%	$1.3M	$436.8K	-$834.5K	2026-11-04
DekaBank Deutsche Girozentrale	INCREASED	50,741	25,805	+24,936	+97%	$169	$410	+$241	2026-10-27
Caitong International Asset Management Co., Ltd	DECREASED	50,417	54,619	-4,202	-8%	$540.7K	$408.4K	-$132.4K	2026-10-29
Arizona State Retirement System	INCREASED	47,290	46,293	+997	+2%	$458.3K	$383.0K	-$75.3K	2026-11-03
ProShare Advisors LLC	DECREASED	45,816	46,717	-901	-2%	$462.5K	$371.1K	-$91.4K	2026-10-29
Wealth Enhancement Advisory Services, LLC	DECREASED	42,886	63,570	-20,684	-33%	$637.0K	$361.1K	-$275.9K	2026-10-13
Fulcrum Asset Management LLP	INCREASED	41,424	18,176	+23,248	+128%	$168.9K	$321.9K	+$153.0K	2026-11-04
State of Wyoming	INCREASED	38,003	14,515	+23,488	+162%	$143.7K	$307.8K	+$164.1K	2026-10-28
Creative Planning	DECREASED	36,990	63,587	-26,597	-42%	$629.5K	$299.6K	-$329.9K	2026-11-02
Atria Investments, Inc	INCREASED	28,452	22,316	+6,136	+28%	$220.9K	$230.5K	+$9.5K	2026-10-15
Ethic Inc.	INCREASED	27,418	13,252	+14,166	+107%	$131.2K	$222.1K	+$90.9K	2026-11-03
LPL Financial LLC	INCREASED	21,208	19,693	+1,515	+8%	$195.0K	$171.8K	-$23.2K	2026-11-06
Principal Financial Group Inc	DECREASED	19,146	448,745	-429,599	-96%	$4.4M	$155.1K	-$4.3M	2026-11-02
Miller Howard Investments Inc	INCREASED	18,098	18,091	+7	+0%	$179.1K	$146.6K	-$32.5K	2026-10-26
HUB Investment Partners, LLC	NEW	17,810	—	+17,810	—	—	$144.3K	—	2026-11-03
Quartz Partners, LLC	NEW	16,933	—	+16,933	—	—	$137.2K	—	2026-11-03
Xponance LLC	INCREASED	16,693	16,563	+130	+1%	$164.0K	$135.2K	-$28.8K	2026-11-03
Fifth Third Wealth Advisors LLC	NEW	15,534	—	+15,534	—	—	$125.8K	—	2026-10-22
Strs Ohio	DECREASED	15,100	37,600	-22,500	-60%	$372.2K	$122.3K	-$249.9K	2026-10-30
Perigon Wealth Management, LLC	NEW	13,355	—	+13,355	—	—	$108.2K	—	2026-10-22
Swiss Life Asset Management Ltd	UNCHANGED	12,438	12,438	0	0%	$123.1K	$100.7K	-$22.4K	2026-11-03
HB Wealth Management, LLC	NEW	11,236	—	+11,236	—	—	$91.0K	—	2026-10-23
Abel Hall, LLC	INCREASED	10,924	10,835	+89	+1%	$107.3K	$88.5K	-$18.8K	2026-10-19
Traynor Capital Management, Inc.	INCREASED	10,319	10,000	+319	+3%	$99.0K	$83.6K	-$15.4K	2026-10-29
Green Alpha Advisors, LLC	DECREASED	10,014	16,247	-6,233	-38%	$160.8K	$81.1K	-$79.7K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	DECREASED	9,321	9,377	-56	-1%	$92.8K	$75.5K	-$17.3K	2026-10-27
Trium Capital LLP	INCREASED	8,825	246	+8,579	+3487%	$2.4K	$71.5K	+$69.0K	2026-10-16
State of Alaska, Department of Revenue	UNCHANGED	7,298	7,298	0	0%	$72.0K	$59	-$71.9K	2026-10-15
Nisa Investment Advisors, LLC	DECREASED	6,816	7,016	-200	-3%	$69.5K	$55.2K	-$14.2K	2026-10-20
Sterling Capital Management LLC	INCREASED	5,482	778	+4,704	+605%	$7.7K	$44.4K	+$36.7K	2026-10-22
US Bancorp \de\	DECREASED	4,736	4,942	-206	-4%	$48.9K	$38.4K	-$10.6K	2026-11-05
KBC Group NV	UNCHANGED	4,578	4,578	0	0%	$45.0K	$37	-$45.0K	2026-10-22
Fifth Third Bancorp	INCREASED	4,561	4,393	+168	+4%	$43.5K	$36.9K	-$6.5K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	4,134	782	+3,352	+429%	$7.7K	$33.5K	+$25.8K	2026-10-08
Parallel Advisors, LLC	INCREASED	4,014	1,365	+2,649	+194%	$13.5K	$32.5K	+$19.0K	2026-11-03
Rothwell Investment Advisors, LLC	NEW	3,900	—	+3,900	—	—	$31.6K	—	2026-11-06
Gamma Investing LLC	INCREASED	2,543	1,971	+572	+29%	$19.5K	$20.6K	+$1.1K	2026-10-08
Nykredit A/S	UNCHANGED	2,204	2,204	0	0%	$21.8K	$17.9K	-$4.0K	2026-11-06
Allworth Financial LP	INCREASED	2,021	1,998	+23	+1%	$19.8K	$20.0K	+$227	2026-11-06
Fortitude Family Office, LLC	NEW	1,832	—	+1,832	—	—	$14.8K	—	2026-10-14
SBI Securities Co., Ltd.	DECREASED	1,748	1,881	-133	-7%	$18.6K	$14.2K	-$4.5K	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	1,597	1,488	+109	+7%	$14.7K	$12.9K	-$1.8K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	1,053	1,004	+49	+5%	$9.9K	$8.5K	-$1.4K	2026-11-04
Summit Securities Group LLC	DECREASED	978	4,955	-3,977	-80%	$49.1K	$7.9K	-$41.1K	2026-11-05
Larson Financial Group LLC	INCREASED	920	360	+560	+156%	$3.6K	$7.5K	+$3.9K	2026-11-05
Signaturefd, LLC	DECREASED	692	981	-289	-29%	$9.7K	$5.6K	-$4.1K	2026-10-23
Blue Trust, Inc.	NEW	461	—	+461	—	—	$3.7K	—	2026-10-15
SJS Investment Consulting Inc.	INCREASED	425	59	+366	+620%	$585	$3.4K	+$2.9K	2026-10-26
CoreCap Advisors, LLC	UNCHANGED	400	400	0	0%	$4.0K	$3.2K	-$720	2026-10-08
Leonteq Securities AG	DECREASED	318	21,618	-21,300	-99%	$214.0K	$2.6K	-$211.4K	2026-10-29
WPG Advisers, LLC	INCREASED	284	83	+201	+242%	$822	$2.3K	+$1.5K	2026-10-27
Root Financial Partners, LLC	NEW	273	—	+273	—	—	$2.2K	—	2026-10-21
MassMutual Private Wealth & Trust, FSB	UNCHANGED	243	243	0	0%	$2.4K	$2.0K	-$438	2026-10-05
IFP Advisors, Inc	INCREASED	226	100	+126	+126%	$990	$1.8K	+$841	2026-10-16
Provenance Wealth Advisors, LLC	NEW	210	—	+210	—	—	$1.7K	—	2026-10-30
Toth Financial Advisory Corp	UNCHANGED	200	200	0	0%	$2.0K	$1.6K	-$360	2026-10-08
Bell Investment Advisors, Inc	UNCHANGED	154	154	0	0%	$1.5K	$1.2K	-$277	2026-10-29
Harbor Capital Advisors, Inc.	DECREASED	135	743	-608	-82%	$7	$1	-$6	2026-10-22
Silver Grove Financial Group, Inc.	INCREASED	131	44	+87	+198%	$436	$1.1K	+$625	2026-11-05
Owl Creek Wealth Partners LLC	NEW	130	—	+130	—	—	$1.1K	—	2026-10-20
Parkside Financial Bank & Trust	NEW	127	—	+127	—	—	$1.0K	—	2026-10-27
Versant Capital Management, Inc	UNCHANGED	120	120	0	0%	$1.2K	$972	-$216	2026-10-02
True Wealth Design, LLC	INCREASED	84	39	+45	+115%	$387	$681	+$294	2026-10-13
UMB Bank, n.a.	UNCHANGED	75	75	0	0%	$743	$608	-$135	2026-11-06
Essential Partners LLC	DECREASED	74	208	-134	-64%	$2.1K	$599	-$1.5K	2026-10-14
Rossby Financial, LCC	INCREASED	65	61	+4	+7%	$604	$527	-$77	2026-11-05
Addison Advisors LLC	NEW	51	—	+51	—	—	$416	—	2026-11-06
North Star Investment Management Corp.	UNCHANGED	42	42	0	0%	$416	$340	-$76	2026-10-27
Covestor Ltd	DECREASED	40	66	-26	-39%	$1	$0	-$1	2026-10-30
Assetmark, Inc	NEW	36	—	+36	—	—	$292	—	2026-10-21
Private Trust Co NA	NEW	35	—	+35	—	—	$284	—	2026-10-20
First Horizon Corp	NEW	20	—	+20	—	—	$162	—	2026-10-26
Ascentis Wealth Management, LLC	NEW	2	—	+2	—	—	$16	—	2026-11-03
Pekin Hardy Strauss, Inc.	CLOSED	0	113,500	-113,500	-100%	$1.1M	$0	-$1.1M	2026-11-02
State of New Jersey Common Pension Fund D	CLOSED	0	106,369	-106,369	-100%	$1.1M	$0	-$1.1M	2026-11-05
Essex Investment Management Co LLC	CLOSED	0	93,670	-93,670	-100%	$927.3K	$0	-$927.3K	2026-10-19
Cambridge Investment Research Advisors, Inc.	CLOSED	0	91,746	-91,746	-100%	$908.0K	$0	-$908.0K	2026-11-02
MGO One Seven LLC	CLOSED	0	49,342	-49,342	-100%	$488.5K	$0	-$488.5K	2026-10-28
Assenagon Asset Management S.A.	CLOSED	0	30,697	-30,697	-100%	$303.9K	$0	-$303.9K	2026-10-15
LSV Asset Management	CLOSED	0	12,400	-12,400	-100%	$123.0K	$0	-$123.0K	2026-11-06
Mach-1 Financial Group, LLC	CLOSED	0	11,438	-11,438	-100%	$113.2K	$0	-$113.2K	2026-11-06
Virginia Retirement Systems ET Al	CLOSED	0	11,100	-11,100	-100%	$109.9K	$0	-$109.9K	2026-10-28
Merit Financial Group, LLC	CLOSED	0	8,414	-8,414	-100%	$83.3K	$0	-$83.3K	2026-11-06
Clearstead Advisors, LLC	CLOSED	0	108	-108	-100%	$1.1K	$0	-$1.1K	2026-11-06
Physician Wealth Advisors, Inc.	CLOSED	0	44	-44	-100%	$436	$0	-$436	2026-10-20
Wealth Enhancement Trust Services, Inc.	CLOSED	0	26	-26	-100%	$257	$0	-$257	2026-10-07
Hughes Financial Services, LLC	CLOSED	0	1	-1	-100%	$10	$0	-$10	2026-10-30
BlackRock, Inc.	N/A	—	28,727,968	-28,727,968	-100%	$284.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	21,602,202	-21,602,202	-100%	$213.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	7,435,246	-7,435,246	-100%	$73.6M	—	—	—
Invesco Ltd.	N/A	—	7,157,142	-7,157,142	-100%	$70.9M	—	—	—
State Street Corp	N/A	—	6,052,905	-6,052,905	-100%	$59.9M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	6,037,171	-6,037,171	-100%	$59.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,500,168	-4,500,168	-100%	$44.6M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	4,276,470	-4,276,470	-100%	$42.3M	—	—	—
Greenvale Capital LLP	N/A	—	4,250,000	-4,250,000	-100%	$42.1M	—	—	—
Handelsbanken Fonder AB	N/A	—	3,766,966	-3,766,966	-100%	$37.3K	—	—	—
Schroder Investment Management Group	N/A	—	2,889,908	-2,889,908	-100%	$28.6M	—	—	—
UBS Group AG	N/A	—	2,732,435	-2,732,435	-100%	$27.1M	—	—	—
Northern Trust Corp	N/A	—	2,324,998	-2,324,998	-100%	$23.0M	—	—	—
ACK Asset Management LLC	N/A	—	2,255,000	-2,255,000	-100%	$22.3M	—	—	—
Ameriprise Financial Inc	N/A	—	1,926,830	-1,926,830	-100%	$19.1M	—	—	—
Redwood Grove Capital, LLC	N/A	—	1,760,722	-1,760,722	-100%	$17.4M	—	—	—
Morgan Stanley	N/A	—	1,749,628	-1,749,628	-100%	$17.3M	—	—	—
Royce & Associates LP	N/A	—	1,723,952	-1,723,952	-100%	$17.1M	—	—	—
Ardsley Advisory Partners LP	N/A	—	1,665,000	-1,665,000	-100%	$16.5M	—	—	—
Voya Investment Management LLC	N/A	—	1,627,824	-1,627,824	-100%	$16.1M	—	—	—
Woodson Capital Management, LP	N/A	—	1,600,000	-1,600,000	-100%	$15.8M	—	—	—
Heartland Advisors Inc	N/A	—	1,466,050	-1,466,050	-100%	$14.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,407,162	-1,407,162	-100%	$13.9M	—	—	—
First Trust Advisors LP	N/A	—	1,299,894	-1,299,894	-100%	$12.9M	—	—	—
Nishkama Capital, LLC	N/A	—	1,284,065	-1,284,065	-100%	$12.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,279,425	-1,279,425	-100%	$12.7M	—	—	—
Franklin Resources Inc	N/A	—	1,265,277	-1,265,277	-100%	$12.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,197,853	-1,197,853	-100%	$11.9M	—	—	—
AQR Capital Management LLC	N/A	—	1,185,780	-1,185,780	-100%	$11.7M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	1,123,547	-1,123,547	-100%	$11.1M	—	—	—
Centiva Capital, LP	N/A	—	1,106,278	-1,106,278	-100%	$11.0M	—	—	—
Pier Capital, LLC	N/A	—	948,433	-948,433	-100%	$9.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	946,744	-946,744	-100%	$9.4M	—	—	—
Erste Asset Management GmbH	N/A	—	935,609	-935,609	-100%	$8.7M	—	—	—
Westwood Holdings Group Inc	N/A	—	926,734	-926,734	-100%	$9.2M	—	—	—
Renaissance Technologies LLC	N/A	—	839,000	-839,000	-100%	$8.3M	—	—	—
Trexquant Investment LP	N/A	—	797,856	-797,856	-100%	$7.9M	—	—	—
Jupiter Asset Management LTD	N/A	—	793,968	-793,968	-100%	$7.9M	—	—	—
Storebrand Asset Management AS	N/A	—	714,154	-714,154	-100%	$7.1M	—	—	—
Bank of America Corp	N/A	—	660,690	-660,690	-100%	$6.5M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	650,383	-650,383	-100%	$6.4M	—	—	—
Palo Duro Investment Partners, LP	N/A	—	647,469	-647,469	-100%	$6.4M	—	—	—
Sora Investors LLC	N/A	—	609,206	-609,206	-100%	$6.0M	—	—	—
Credit Agricole S A	N/A	—	607,589	-607,589	-100%	$6.0M	—	—	—
Nuveen, LLC	N/A	—	605,555	-605,555	-100%	$6.0M	—	—	—
Aventail Capital Group, LP	N/A	—	567,790	-567,790	-100%	$5.6M	—	—	—
Stansberry Asset Management, LLC	N/A	—	558,849	-558,849	-100%	$5.5M	—	—	—
American Century Companies Inc	N/A	—	526,219	-526,219	-100%	$5.2M	—	—	—
Citadel Advisors LLC	N/A	—	445,442	-445,442	-100%	$4.4M	—	—	—
Oribel Capital Management, LP	N/A	—	419,500	-419,500	-100%	$4.2M	—	—	—
DnB Asset Management AS	N/A	—	373,569	-373,569	-100%	$3.7M	—	—	—
Tidal Investments LLC	N/A	—	371,409	-371,409	-100%	$3.7M	—	—	—
Squarepoint Ops LLC	N/A	—	367,387	-367,387	-100%	$3.6M	—	—	—
Defiance ETFs, LLC	N/A	—	358,402	-358,402	-100%	$3.6M	—	—	—
Swiss National Bank	N/A	—	336,600	-336,600	-100%	$3.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	334,755	-334,755	-100%	$3.3M	—	—	—
UBS Asset Management Americas LLC	N/A	—	312,016	-312,016	-100%	$3.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	306,104	-306,104	-100%	$3.0M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	264,141	-264,141	-100%	$2.6M	—	—	—
Scalar Gauge Management, LLC	N/A	—	250,000	-250,000	-100%	$2.5M	—	—	—
Dark Forest Capital Management LP	N/A	—	243,465	-243,465	-100%	$2.4M	—	—	—
Rhumbline Advisers	N/A	—	218,490	-218,490	-100%	$2.2M	—	—	—
California State Teachers Retirement System	N/A	—	194,632	-194,632	-100%	$1.9M	—	—	—
Round Rock Advisors LLC	N/A	—	185,927	-185,927	-100%	$1.8M	—	—	—
Caxton Associates LLP	N/A	—	169,532	-169,532	-100%	$1.7M	—	—	—
Wells Fargo & Company	N/A	—	168,219	-168,219	-100%	$1.7M	—	—	—
Alliancebernstein L.P.	N/A	—	167,434	-167,434	-100%	$1.1M	—	—	—
SG Americas Securities, LLC	N/A	—	166,980	-166,980	-100%	$1.7M	—	—	—
CoreCommodity Management, LLC	N/A	—	159,991	-159,991	-100%	$1.6M	—	—	—
Jupiter Topco LLC	N/A	—	155,075	-155,075	-100%	$1.5M	—	—	—
Norges Bank	N/A	—	151,251	-151,251	-100%	$1.5M	—	—	—
State of Wisconsin Investment Board	N/A	—	146,551	-146,551	-100%	$1.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	144,683	-144,683	-100%	$1.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	142,207	-142,207	-100%	$1.4M	—	—	—
Legal & General Group Plc	N/A	—	141,336	-141,336	-100%	$1.4M	—	—	—
SEI Investments Co	N/A	—	140,206	-140,206	-100%	$1.4M	—	—	—
JPMorgan Chase & Co	N/A	—	135,208	-135,208	-100%	$1.3M	—	—	—
Edgestream Partners, L.P.	N/A	—	135,084	-135,084	-100%	$1.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	122,904	-122,904	-100%	$1.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	113,575	-113,575	-100%	$1.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	108,616	-108,616	-100%	$1.1M	—	—	—
Headlands Technologies LLC	N/A	—	100,704	-100,704	-100%	$997.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	100,159	-100,159	-100%	$991.6K	—	—	—
Cohen & Steers, Inc.	N/A	—	97,826	-97,826	-100%	$968.0K	—	—	—
GSA Capital Partners LLP	N/A	—	92,199	-92,199	-100%	$913.0K	—	—	—
Mariner, LLC	N/A	—	88,449	-88,449	-100%	$875.7K	—	—	—
Bank of Montreal	N/A	—	86,343	-86,343	-100%	$854.8K	—	—	—
IEQ Capital, LLC	N/A	—	85,826	-85,826	-100%	$849.7K	—	—	—
Boothbay Fund Management, LLC	N/A	—	85,188	-85,188	-100%	$843.4K	—	—	—
Algert Global LLC	N/A	—	82,610	-82,610	-100%	$817.8K	—	—	—
Winton Group Ltd	N/A	—	80,200	-80,200	-100%	$794.0K	—	—	—
Myda Advisors LLC	N/A	—	79,500	-79,500	-100%	$787.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	77,877	-77,877	-100%	$771.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	70,378	-70,378	-100%	$696.0K	—	—	—
HSBC Holdings PLC	N/A	—	69,097	-69,097	-100%	$684.1K	—	—	—
XTX Topco Ltd	N/A	—	67,453	-67,453	-100%	$667.8K	—	—	—
Shelton Capital Management	N/A	—	65,448	-65,448	-100%	$647.9K	—	—	—
Millennium Management LLC	N/A	—	64,083	-64,083	-100%	$634.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	63,745	-63,745	-100%	$631.1K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	61,000	-61,000	-100%	$603.9K	—	—	—
Gabelli Funds LLC	N/A	—	57,776	-57,776	-100%	$572.0K	—	—	—
Allstate Corp	N/A	—	54,520	-54,520	-100%	$539.7K	—	—	—
New York State Common Retirement Fund	N/A	—	52,847	-52,847	-100%	$523.2K	—	—	—
SummitTX Capital, L.P.	N/A	—	51,972	-51,972	-100%	$514.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	50,318	-50,318	-100%	$498.1K	—	—	—
Cerity Partners LLC	N/A	—	50,092	-50,092	-100%	$495.9K	—	—	—
Atom Investors LP	N/A	—	49,541	-49,541	-100%	$490.5K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	46,917	-46,917	-100%	$464.5K	—	—	—
Brown Advisory Inc	N/A	—	46,381	-46,381	-100%	$459.2K	—	—	—
Intech Investment Management LLC	N/A	—	45,208	-45,208	-100%	$447.6K	—	—	—
Harvest Portfolios Group Inc.	N/A	—	41,927	-41,927	-100%	$415.1K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	41,253	-41,253	-100%	$408.4K	—	—	—
Walleye Capital LLC	N/A	—	37,581	-37,581	-100%	$372.1K	—	—	—
Verition Fund Management LLC	N/A	—	36,659	-36,659	-100%	$362.9K	—	—	—
Jane Street Group, LLC	N/A	—	36,542	-36,542	-100%	$361.8K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	36,156	-36,156	-100%	$357.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	36,030	-36,030	-100%	$356.7K	—	—	—
Allianz Asset Management GmbH	N/A	—	36,000	-36,000	-100%	$356.4K	—	—	—
Ridge Creek Global, Inc	N/A	—	35,750	-35,750	-100%	$353.9K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	35,600	-35,600	-100%	$352.4K	—	—	—
TD Asset Management Inc	N/A	—	33,544	-33,544	-100%	$332.1K	—	—	—
Brevan Howard Capital Management LP	N/A	—	32,968	-32,968	-100%	$326.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	32,503	-32,503	-100%	$321.8K	—	—	—
Quantinno Capital Management LP	N/A	—	32,206	-32,206	-100%	$318.8K	—	—	—
EntryPoint Capital, LLC	N/A	—	32,106	-32,106	-100%	$317.8K	—	—	—
Engineers Gate Manager LP	N/A	—	30,300	-30,300	-100%	$300.0K	—	—	—
Prudential Financial Inc	N/A	—	28,910	-28,910	-100%	$286.2K	—	—	—
Vident Advisory, LLC	N/A	—	28,865	-28,865	-100%	$285.8K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	26,467	-26,467	-100%	$262.0K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	26,156	-26,156	-100%	$258.9K	—	—	—
Phoenix Financial Ltd.	N/A	—	25,842	-25,842	-100%	$255.1K	—	—	—
Man Group plc	N/A	—	25,422	-25,422	-100%	$251.7K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	24,863	-24,863	-100%	$246.0K	—	—	—
Pallas Capital Advisors LLC	N/A	—	24,507	-24,507	-100%	$242.6K	—	—	—
Gotham Asset Management, LLC	N/A	—	24,470	-24,470	-100%	$242.3K	—	—	—
Raymond James Financial Inc	N/A	—	20,489	-20,489	-100%	$202.8K	—	—	—
FMR LLC	N/A	—	19,339	-19,339	-100%	$191.5K	—	—	—
Victory Capital Management Inc	N/A	—	19,160	-19,160	-100%	$189.7K	—	—	—
Captrust Financial Advisors	N/A	—	18,450	-18,450	-100%	$182.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	17,912	-17,912	-100%	$177.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	17,658	-17,658	-100%	$174.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	16,271	-16,271	-100%	$161.1K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	16,164	-16,164	-100%	$160.0K	—	—	—
Banco Bilbao Vizcaya Argentaria, S.A.	N/A	—	15,952	-15,952	-100%	$156.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	15,483	-15,483	-100%	$153.3K	—	—	—
Papamarkou Wellner Asset Management inc.	N/A	—	14,230	-14,230	-100%	$140.9K	—	—	—
AXQ Capital, LP	N/A	—	12,739	-12,739	-100%	$126.1K	—	—	—
Quantbot Technologies LP	N/A	—	11,591	-11,591	-100%	$114.8K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	10,722	-10,722	-100%	$106.1K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	10,323	-10,323	-100%	$102.2K	—	—	—
Royal Bank of Canada	N/A	—	10,281	-10,281	-100%	$102.0K	—	—	—
Towarzystwo Funduszy Inwestycyjnych PZU SA	N/A	—	3,800	-3,800	-100%	$37.6K	—	—	—
Arax Advisory Partners	N/A	—	2,583	-2,583	-100%	$25.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,982	-1,982	-100%	$18.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,500	-1,500	-100%	$14.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,393	-1,393	-100%	$12.5K	—	—	—
Bogart Wealth, LLC	N/A	—	1,376	-1,376	-100%	$13.6K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	971	-971	-100%	$9.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	946	-946	-100%	$9.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	798	-798	-100%	$7.9K	—	—	—
Stance Capital LLC	N/A	—	657	-657	-100%	$6.5K	—	—	—
Rothschild Investment LLC	N/A	—	647	-647	-100%	$6.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	588	-588	-100%	$5.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	365	-365	-100%	$3.6K	—	—	—
BFC Planning, Inc.	N/A	—	325	-325	-100%	$3.2K	—	—	—
Johnson Financial Group, Inc.	N/A	—	312	-312	-100%	$3.1K	—	—	—
Quarry LP	N/A	—	272	-272	-100%	$2.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	263	-263	-100%	$2.6K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	241	-241	-100%	$2.4K	—	—	—
Harbour Investments, Inc.	N/A	—	153	-153	-100%	$1.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	140	-140	-100%	$1.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	125	-125	-100%	$1.2K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	118	-118	-100%	$1.2K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	111	-111	-100%	$1.1K	—	—	—
Investors Portfolio Services LLC	N/A	—	74	-74	-100%	$733	—	—	—
Cornerstone Financial Management LLC	N/A	—	46	-46	-100%	$455	—	—	—
Ameritas Advisory Services, LLC	N/A	—	20	-20	-100%	$198	—	—	—
Morse Asset Management, Inc	N/A	—	10	-10	-100%	$99	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$50	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1	-1	-100%	$10	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$10	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$13	—	—	—

Showing 290 of 290 institutions