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Smartstop Self Storage REIT (SMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
INCREASED
Shares3,265,154 from 3,205,785
Change+59,369 (+2%)
Value$105.1M (+$949.4K)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares1,577,893 from 1,574,206
Change+3,687 (+0%)
Value$50.8M (-$353.5K)
Filed 2026-11-06
Duff & Phelps Investment Management Co
DECREASED
Shares943,696 from 967,028
Change-23,332 (-2%)
Value$30.4M (-$1.0M)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares362,619 from 374,632
Change-12,013 (-3%)
Value$11.7M (-$499.2K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares321,429 from 389,780
Change-68,351 (-18%)
Value$10.4M (-$2.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares252,650 from 250,469
Change+2,181 (+1%)
Value$8.1M (-$4.9K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares237,187 from 119,731
Change+117,456 (+98%)
Value$7.6M (+$3.7M)
Filed 2026-11-06
Chilton Capital Management LLC
INCREASED
Shares220,560 from 217,244
Change+3,316 (+2%)
Value$7.1M (+$42.2K)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares200,238 from 200,728
Change-490 (0%)
Value$6.4M (-$76.0K)
Filed 2026-10-28
Deutsche Bank Ag\
INCREASED
Shares186,113 from 73,338
Change+112,775 (+154%)
Value$6.0M (+$3.6M)
Filed 2026-11-06
Aberdeen Group plc
DECREASED
Shares157,792 from 348,725
Change-190,933 (-55%)
Value$9.9M (-$1.4M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares118,101 from 116,966
Change+1,135 (+1%)
Value$3.8M (+$1.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares112,595 from 118,075
Change-5,480 (-5%)
Value$3.6K (-$3.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares96,864 from 110,997
Change-14,133 (-13%)
Value$3.1M (-$488.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares82,901 from 73,883
Change+9,018 (+12%)
Value$2.7M (+$268.2K)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares76,258 from 71,808
Change+4,450 (+6%)
Value$2.5M (+$121.7K)
Filed 2026-11-03
Asset Management One Co., Ltd.
DECREASED
Shares75,620 from 79,911
Change-4,291 (-5%)
Value$2.4M (-$162.1K)
Filed 2026-10-27
Barclays PLC
INCREASED
Shares69,425 from 49,917
Change+19,508 (+39%)
Value$2.2M (+$613.2K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares60,612 from 122,372
Change-61,760 (-50%)
Value$2.0M (-$2.0M)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares54,334 from 59,857
Change-5,523 (-9%)
Value$1.7M (-$195.8K)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares52,940 from 76,466
Change-23,526 (-31%)
Value$1.7M (-$780.5K)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares52,398 from 47,163
Change+5,235 (+11%)
Value$1.7K (-$1.5M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares51,115 from 48,170
Change+2,945 (+6%)
Value$1.6M (+$80.4K)
Filed 2026-11-05
State of Alaska, Department of Revenue
INCREASED
Shares44,082 from 42,141
Change+1,941 (+5%)
Value$1.4K (-$1.4M)
Filed 2026-10-15
Vanderbilt University
DECREASED
Shares34,304 from 35,592
Change-1,288 (-4%)
Value$1.1M (-$52.2K)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
NEW
Shares34,056
Change+34,056
Value$1.1M
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares24,955 from 24,568
Change+387 (+2%)
Value$803.6K (+$5.1K)
Filed 2026-10-29
Amundi
DECREASED
Shares24,574 from 24,872
Change-298 (-1%)
Value$791.3K (-$17.1K)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares22,945 from 24,473
Change-1,528 (-6%)
Value$738.8K (-$56.5K)
Filed 2026-10-23
Seven Hills Financial, LLC
NEW
Shares22,457
Change+22,457
Value$723.1K
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares21,755 from 21,627
Change+128 (+1%)
Value$714.2K (+$11.3K)
Filed 2026-10-13
CenterBook Partners LP
NEW
Shares18,566
Change+18,566
Value$597.8K
Filed 2026-11-02
MBL Wealth, LLC
NEW
Shares18,500
Change+18,500
Value$595.7K
Filed 2026-10-22
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares16,911 from 23,283
Change-6,372 (-27%)
Value$544.5K (-$212.2K)
Filed 2026-10-13
Freedom Day Solutions, LLC
UNCHANGED
Shares16,406 from 16,406
Change0 (0%)
Value$528.3K (-$4.9K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares15,971 from 15,911
Change+60 (+0%)
Value$514.3K (-$2.8K)
Filed 2026-11-02
TrueWealth Advisors, LLC
DECREASED
Shares15,956 from 19,937
Change-3,981 (-20%)
Value$513.8K (-$134.2K)
Filed 2026-10-09
Jackson Creek Investment Advisors LLC
NEW
Shares15,952
Change+15,952
Value$514
Filed 2026-11-04
Arizona State Retirement System
INCREASED
Shares15,597 from 15,275
Change+322 (+2%)
Value$502.2K (+$5.8K)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares15,500 from 79,100
Change-63,600 (-80%)
Value$499.1K (-$2.1M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
UNCHANGED
Shares15,422 from 15,422
Change0 (0%)
Value$496.6K (-$4.6K)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
NEW
Shares13,438
Change+13,438
Value$435
Filed 2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Shares12,997 from 12,997
Change0 (0%)
Value$418.5K (-$3.9K)
Filed 2026-10-20
Key Capital Management, Inc
NEW
Shares11,290
Change+11,290
Value$397.6K
Filed 2026-11-03
Capital Square, LLC
DECREASED
Shares11,216 from 12,372
Change-1,156 (-9%)
Value$361.2K (-$47.0K)
Filed 2026-10-19
IFM Investors Pty Ltd
INCREASED
Shares11,190 from 9,032
Change+2,158 (+24%)
Value$360.3K (+$66.8K)
Filed 2026-10-14
Beacon Capital Management, LLC
DECREASED
Shares10,742 from 16,400
Change-5,658 (-34%)
Value$345.9K (-$187.1K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares10,574 from 5,078
Change+5,496 (+108%)
Value$340.5K (+$175.5K)
Filed 2026-10-29
Achmea Investment Management B.V.
NEW
Shares10,210
Change+10,210
Value$329.0K
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,361 from 7,725
Change+1,636 (+21%)
Value$306.2K (+$51.4K)
Filed 2026-10-13
Pictet Asset Management Holding SA
INCREASED
Shares9,160 from 9,147
Change+13 (+0%)
Value$295.0K (-$2.3K)
Filed 2026-11-03
Castleview Partners, LLC
DECREASED
Shares8,991 from 10,515
Change-1,524 (-14%)
Value$289.5K (-$52.2K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares8,562 from 8,486
Change+76 (+1%)
Value$275.7K (-$99)
Filed 2026-11-05
Keybank National Association
NEW
Shares7,796
Change+7,796
Value$251.0K
Filed 2026-11-04
Savant Capital, LLC
NEW
Shares7,653
Change+7,653
Value$246.4K
Filed 2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED
Shares7,291 from 7,903
Change-612 (-8%)
Value$234.8K (-$22.1K)
Filed 2026-10-27
Balboa Wealth Partners
UNCHANGED
Shares7,128 from 7,128
Change0 (0%)
Value$229.5K (-$2.1K)
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares7,091 from 7,395
Change-304 (-4%)
Value$228.3K (-$12.0K)
Filed 2026-10-29
BridgePort Financial Solutions, LLC
DECREASED
Shares6,726 from 9,140
Change-2,414 (-26%)
Value$216.6K (-$80.5K)
Filed 2026-11-02
UniSuper Management Pty Ltd
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$212.5K (-$2.0K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
NEW
Shares6,525
Change+6,525
Value$210.1K
Filed 2026-10-21
Augustine Asset Management Inc
UNCHANGED
Shares6,512 from 6,512
Change0 (0%)
Value$209.7K (-$2.0K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares6,411 from 6,413
Change-2 (0%)
Value$206.4K (-$2.0K)
Filed 2026-10-22
Rockland Trust Co
UNCHANGED
Shares6,391 from 6,391
Change0 (0%)
Value$205.8K (-$1.9K)
Filed 2026-10-05
CX Institutional
DECREASED
Shares6,122 from 7,072
Change-950 (-13%)
Value$197 (-$33)
Filed 2026-10-02
Triumph Capital Management
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$145.9K (-$1.4K)
Filed 2026-10-14
Rossby Financial, LCC
DECREASED
Shares3,996 from 4,091
Change-95 (-2%)
Value$128.7K (-$4.3K)
Filed 2026-11-05
KBC Group NV
INCREASED
Shares2,966 from 1,622
Change+1,344 (+83%)
Value$96 (-$52.9K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares2,886 from 1,788
Change+1,098 (+61%)
Value$93.8K (+$35.7K)
Filed 2026-11-06
Raleigh Capital Management Inc.
DECREASED
Shares2,614 from 2,671
Change-57 (-2%)
Value$84.2K (-$2.6K)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares2,599 from 441
Change+2,158 (+489%)
Value$83.7K (+$69.4K)
Filed 2026-10-02
Bayforest Capital Ltd
DECREASED
Shares2,002 from 5,710
Change-3,708 (-65%)
Value$64.5K (-$121.1K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares2,002 from 1,725
Change+277 (+16%)
Value$64.5K (+$8.4K)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$64.2K (-$599)
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares1,832 from 1,823
Change+9 (+0%)
Value$59.0K (-$258)
Filed 2026-11-06
United Financial Planning Group LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$43.1K (-$402)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$40.3K (-$375)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$38.9K (-$363)
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$36.1K (-$1.7K)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares1,100 from 1,138
Change-38 (-3%)
Value$35.4K (-$1.6K)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$31.4K (-$1.0K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares850 from 840
Change+10 (+1%)
Value$27.4K (+$78)
Filed 2026-11-04
GF Fund Management Co. Ltd.
DECREASED
Shares731 from 736
Change-5 (-1%)
Value$23.5K (-$382)
Filed 2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$19.9K (-$185)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares557 from 210
Change+347 (+165%)
Value$17.9K (+$11.1K)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares527
Change+527
Value$17.0K
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares352 from 291
Change+61 (+21%)
Value$11.3K (+$1.9K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares351 from 360
Change-9 (-2%)
Value$11.3K (-$398)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares340
Change+340
Value$10.9K
Filed 2026-10-09
Tounjian Advisory Partners, LLC
INCREASED
Shares340 from 336
Change+4 (+1%)
Value$10.9K (+$31)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares246 from 258
Change-12 (-5%)
Value$7.9K (-$465)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares240
Change+240
Value$7.7K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$5.1K (-$47)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$4.6K (-$43)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares88
Change+88
Value$2.8K
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares87 from 229
Change-142 (-62%)
Value$2.8K (-$4.6K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares71 from 40
Change+31 (+78%)
Value$2.3K (+$986)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
NEW
Shares31
Change+31
Value$998
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$966 (-$9)
Filed 2026-10-27
Bare Financial Services, Inc
NEW
Shares28
Change+28
Value$902
Filed 2026-11-04
Clark Wealth Partners
NEW
Shares24
Change+24
Value$773
Filed 2026-10-19
Larson Financial Group LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$547 (-$6)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares8 from 14
Change-6 (-43%)
Value$0 ($0)
Filed 2026-10-30
SJS Investment Consulting Inc.
NEW
Shares7
Change+7
Value$226
Filed 2026-10-26
Wesbanco Bank Inc
CLOSED
Shares0 from 51,100
Change-51,100 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
AlphaCentric Advisors LLC
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$812.5K)
Filed 2026-11-03
Valued Wealth Advisors LLC
CLOSED
Shares0 from 15,889
Change-15,889 (-100%)
Value$0 (-$516.4K)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
CLOSED
Shares0 from 7,666
Change-7,666 (-100%)
Value$0 (-$249.1K)
Filed 2026-11-03
King Luther Capital Management Corp
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$243.8K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 491
Change-491 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 431
Change-431 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-29
TD Private Client Wealth LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$910)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$599)
Filed 2026-11-02
BlackRock, Inc.
N/A
Shares— from 5,416,274
Change-5,416,274 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 5,270,721
Change-5,270,721 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,899,665
Change-2,899,665 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,744,749
Change-2,744,749 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,367,053
Change-2,367,053 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,244,402
Change-2,244,402 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,630,366
Change-1,630,366 (-100%)
Value—
Centersquare Investment Management LLC
N/A
Shares— from 1,415,860
Change-1,415,860 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,079,954
Change-1,079,954 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,034,596
Change-1,034,596 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 956,577
Change-956,577 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 932,759
Change-932,759 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 896,899
Change-896,899 (-100%)
Value—
Irenic Capital Management LPA
N/A
Shares— from 876,608
Change-876,608 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 851,253
Change-851,253 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 675,774
Change-675,774 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 579,922
Change-579,922 (-100%)
Value—
Goldentree Asset Management LP
N/A
Shares— from 501,768
Change-501,768 (-100%)
Value—
Long Pond Capital, LP
N/A
Shares— from 444,839
Change-444,839 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 437,500
Change-437,500 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 375,764
Change-375,764 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 369,899
Change-369,899 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 303,577
Change-303,577 (-100%)
Value—
UBS Group AG
N/A
Shares— from 264,581
Change-264,581 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 259,427
Change-259,427 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 247,877
Change-247,877 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 241,155
Change-241,155 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 236,822
Change-236,822 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 232,347
Change-232,347 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 231,241
Change-231,241 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 228,854
Change-228,854 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 211,712
Change-211,712 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 204,658
Change-204,658 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 196,846
Change-196,846 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 195,963
Change-195,963 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 191,173
Change-191,173 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 191,007
Change-191,007 (-100%)
Value—
DigitalBridge Group, Inc.
N/A
Shares— from 182,200
Change-182,200 (-100%)
Value—
Argosy-Lionbridge Management, LLC
N/A
Shares— from 176,787
Change-176,787 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 172,447
Change-172,447 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 158,096
Change-158,096 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 155,868
Change-155,868 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 145,029
Change-145,029 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 135,326
Change-135,326 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 121,645
Change-121,645 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 114,567
Change-114,567 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 111,000
Change-111,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 110,364
Change-110,364 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 105,680
Change-105,680 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 103,562
Change-103,562 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 93,515
Change-93,515 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 89,200
Change-89,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 84,901
Change-84,901 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 81,066
Change-81,066 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 79,196
Change-79,196 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 78,220
Change-78,220 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 73,508
Change-73,508 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 67,886
Change-67,886 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 67,432
Change-67,432 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 65,572
Change-65,572 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 65,427
Change-65,427 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 64,570
Change-64,570 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 63,050
Change-63,050 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 60,657
Change-60,657 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 59,799
Change-59,799 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,637
Change-57,637 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 54,375
Change-54,375 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 53,964
Change-53,964 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 51,690
Change-51,690 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,216
Change-50,216 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 49,600
Change-49,600 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 46,269
Change-46,269 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 44,108
Change-44,108 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 42,262
Change-42,262 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 39,993
Change-39,993 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 38,583
Change-38,583 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,412
Change-38,412 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 37,665
Change-37,665 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 34,698
Change-34,698 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 33,167
Change-33,167 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 29,430
Change-29,430 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,149
Change-29,149 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 27,788
Change-27,788 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 27,312
Change-27,312 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 26,490
Change-26,490 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 26,009
Change-26,009 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 25,967
Change-25,967 (-100%)
Value—
Crossingbridge Advisors, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 24,524
Change-24,524 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,443
Change-24,443 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 23,417
Change-23,417 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 23,352
Change-23,352 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 22,334
Change-22,334 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 22,112
Change-22,112 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 20,600
Change-20,600 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 18,968
Change-18,968 (-100%)
Value—
&partners
N/A
Shares— from 17,762
Change-17,762 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 16,916
Change-16,916 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 16,882
Change-16,882 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 15,701
Change-15,701 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 14,744
Change-14,744 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 14,442
Change-14,442 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,387
Change-13,387 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,086
Change-13,086 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 12,547
Change-12,547 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 11,619
Change-11,619 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 11,521
Change-11,521 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 10,103
Change-10,103 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,728
Change-9,728 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 9,696
Change-9,696 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,264
Change-9,264 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,932
Change-8,932 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 8,441
Change-8,441 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,294
Change-8,294 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 7,806
Change-7,806 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 907
Change-907 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 874
Change-874 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 861
Change-861 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Principal Financial Group Inc
INCREASED3,265,1543,205,785+59,369+2%$104.2M$105.1M+$949.4K2026-11-02
Geode Capital Management, LLC
INCREASED1,577,8931,574,206+3,687+0%$51.2M$50.8M-$353.5K2026-11-06
Duff & Phelps Investment Management Co
DECREASED943,696967,028-23,332-2%$31.4M$30.4M-$1.0M2026-11-06
Independent Financial Group, LLC
DECREASED362,619374,632-12,013-3%$12.2M$11.7M-$499.2K2026-10-13
LPL Financial LLC
DECREASED321,429389,780-68,351-18%$12.7M$10.4M-$2.3M2026-11-06
Bank of New York Mellon Corp
INCREASED252,650250,469+2,181+1%$8.1M$8.1M-$4.9K2026-11-05
Russell Investments Group, Ltd.
INCREASED237,187119,731+117,456+98%$3.9M$7.6M+$3.7M2026-11-06
Chilton Capital Management LLC
INCREASED220,560217,244+3,316+2%$7.1M$7.1M+$42.2K2026-10-28
Choreo, LLC
DECREASED200,238200,728-4900%$6.5M$6.4M-$76.0K2026-10-28
Deutsche Bank Ag\
INCREASED186,11373,338+112,775+154%$2.4M$6.0M+$3.6M2026-11-06
Aberdeen Group plc
DECREASED157,792348,725-190,933-55%$11.3M$9.9M-$1.4M2026-11-06
Merit Financial Group, LLC
INCREASED118,101116,966+1,135+1%$3.8M$3.8M+$1.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED112,595118,075-5,480-5%$3.8M$3.6K-$3.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED96,864110,997-14,133-13%$3.6M$3.1M-$488.4K2026-11-02
Kestra Advisory Services, LLC
INCREASED82,90173,883+9,018+12%$2.4M$2.7M+$268.2K2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED76,25871,808+4,450+6%$2.3M$2.5M+$121.7K2026-11-03
Asset Management One Co., Ltd.
DECREASED75,62079,911-4,291-5%$2.6M$2.4M-$162.1K2026-10-27
Barclays PLC
INCREASED69,42549,917+19,508+39%$1.6M$2.2M+$613.2K2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED60,612122,372-61,760-50%$4.0M$2.0M-$2.0M2026-10-20
Sumitomo Mitsui Trust Group, Inc.
DECREASED54,33459,857-5,523-9%$1.9M$1.7M-$195.8K2026-10-29
Citigroup Inc
DECREASED52,94076,466-23,526-31%$2.5M$1.7M-$780.5K2026-11-04
Thrivent Financial for Lutherans
INCREASED52,39847,163+5,235+11%$1.5M$1.7K-$1.5M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED51,11548,170+2,945+6%$1.6M$1.6M+$80.4K2026-11-05
State of Alaska, Department of Revenue
INCREASED44,08242,141+1,941+5%$1.4M$1.4K-$1.4M2026-10-15
Vanderbilt University
DECREASED34,30435,592-1,288-4%$1.2M$1.1M-$52.2K2026-11-02
State of New Jersey Common Pension Fund D
NEW34,056—+34,056——$1.1M—2026-11-05
Daiwa Securities Group Inc.
INCREASED24,95524,568+387+2%$798.5K$803.6K+$5.1K2026-10-29
Amundi
DECREASED24,57424,872-298-1%$808.3K$791.3K-$17.1K2026-11-06
Apollon Wealth Management, LLC
DECREASED22,94524,473-1,528-6%$795.4K$738.8K-$56.5K2026-10-23
Seven Hills Financial, LLC
NEW22,457—+22,457——$723.1K—2026-10-13
Krilogy Financial LLC
INCREASED21,75521,627+128+1%$702.9K$714.2K+$11.3K2026-10-13
CenterBook Partners LP
NEW18,566—+18,566——$597.8K—2026-11-02
MBL Wealth, LLC
NEW18,500—+18,500——$595.7K—2026-10-22
Blue Sky Capital Consultants Group, Inc.
DECREASED16,91123,283-6,372-27%$756.7K$544.5K-$212.2K2026-10-13
Freedom Day Solutions, LLC
UNCHANGED16,40616,40600%$533.2K$528.3K-$4.9K2026-10-20
Creative Planning
INCREASED15,97115,911+60+0%$517.1K$514.3K-$2.8K2026-11-02
TrueWealth Advisors, LLC
DECREASED15,95619,937-3,981-20%$648.0K$513.8K-$134.2K2026-10-09
Jackson Creek Investment Advisors LLC
NEW15,952—+15,952——$514—2026-11-04
Arizona State Retirement System
INCREASED15,59715,275+322+2%$496.4K$502.2K+$5.8K2026-11-03
Strs Ohio
DECREASED15,50079,100-63,600-80%$2.6M$499.1K-$2.1M2026-10-30
J.W. Cole Advisors, Inc.
UNCHANGED15,42215,42200%$501.2K$496.6K-$4.6K2026-11-05
DekaBank Deutsche Girozentrale
NEW13,438—+13,438——$435—2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED12,99712,99700%$422.4K$418.5K-$3.9K2026-10-20
Key Capital Management, Inc
NEW11,290—+11,290——$397.6K—2026-11-03
Capital Square, LLC
DECREASED11,21612,372-1,156-9%$408.2K$361.2K-$47.0K2026-10-19
IFM Investors Pty Ltd
INCREASED11,1909,032+2,158+24%$293.5K$360.3K+$66.8K2026-10-14
Beacon Capital Management, LLC
DECREASED10,74216,400-5,658-34%$533.0K$345.9K-$187.1K2026-10-23
Signature Equity Partners, LLC
INCREASED10,5745,078+5,496+108%$165.0K$340.5K+$175.5K2026-10-29
Achmea Investment Management B.V.
NEW10,210—+10,210——$329.0K—2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED9,3617,725+1,636+21%$254.8K$306.2K+$51.4K2026-10-13
Pictet Asset Management Holding SA
INCREASED9,1609,147+13+0%$297.3K$295.0K-$2.3K2026-11-03
Castleview Partners, LLC
DECREASED8,99110,515-1,524-14%$341.8K$289.5K-$52.2K2026-10-09
US Bancorp \de\
INCREASED8,5628,486+76+1%$275.8K$275.7K-$992026-11-05
Keybank National Association
NEW7,796—+7,796——$251.0K—2026-11-04
Savant Capital, LLC
NEW7,653—+7,653——$246.4K—2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED7,2917,903-612-8%$256.8K$234.8K-$22.1K2026-10-27
Balboa Wealth Partners
UNCHANGED7,1287,12800%$231.7K$229.5K-$2.1K2026-10-20
ProShare Advisors LLC
DECREASED7,0917,395-304-4%$240.3K$228.3K-$12.0K2026-10-29
BridgePort Financial Solutions, LLC
DECREASED6,7269,140-2,414-26%$297.1K$216.6K-$80.5K2026-11-02
UniSuper Management Pty Ltd
UNCHANGED6,6006,60000%$214.5K$212.5K-$2.0K2026-10-26
OpenArc Corporate Advisory, LLC
NEW6,525—+6,525——$210.1K—2026-10-21
Augustine Asset Management Inc
UNCHANGED6,5126,51200%$211.6K$209.7K-$2.0K2026-10-13
Brookstone Capital Management
DECREASED6,4116,413-20%$208.4K$206.4K-$2.0K2026-10-22
Rockland Trust Co
UNCHANGED6,3916,39100%$207.7K$205.8K-$1.9K2026-10-05
CX Institutional
DECREASED6,1227,072-950-13%$230$197-$332026-10-02
Triumph Capital Management
UNCHANGED4,5304,53000%$147.2K$145.9K-$1.4K2026-10-14
Rossby Financial, LCC
DECREASED3,9964,091-95-2%$133.0K$128.7K-$4.3K2026-11-05
KBC Group NV
INCREASED2,9661,622+1,344+83%$53.0K$96-$52.9K2026-10-22
Allworth Financial LP
INCREASED2,8861,788+1,098+61%$58.1K$93.8K+$35.7K2026-11-06
Raleigh Capital Management Inc.
DECREASED2,6142,671-57-2%$86.8K$84.2K-$2.6K2026-10-28
Versant Capital Management, Inc
INCREASED2,599441+2,158+489%$14.3K$83.7K+$69.4K2026-10-02
Bayforest Capital Ltd
DECREASED2,0025,710-3,708-65%$185.6K$64.5K-$121.1K2026-11-03
Assetmark, Inc
INCREASED2,0021,725+277+16%$56.1K$64.5K+$8.4K2026-10-21
Nfsg Corp
UNCHANGED1,9951,99500%$64.8K$64.2K-$5992026-10-15
Clearstead Advisors, LLC
INCREASED1,8321,823+9+0%$59.3K$59.0K-$2582026-11-06
United Financial Planning Group LLC
UNCHANGED1,3371,33700%$43.5K$43.1K-$4022026-11-04
Canton Hathaway, LLC
UNCHANGED1,2501,25000%$40.6K$40.3K-$3752026-10-23
CoreCap Advisors, LLC
UNCHANGED1,2091,20900%$39.3K$38.9K-$3632026-10-08
Compass Financial Management LLC
UNCHANGED1,1201,12000%$37.7K$36.1K-$1.7K2026-10-30
Sterling Capital Management LLC
DECREASED1,1001,138-38-3%$37.0K$35.4K-$1.6K2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED97497400%$32.4K$31.4K-$1.0K2026-10-20
Creative Financial Designs Inc
INCREASED850840+10+1%$27.3K$27.4K+$782026-11-04
GF Fund Management Co. Ltd.
DECREASED731736-5-1%$23.9K$23.5K-$3822026-10-26
Nisa Investment Advisors, LLC
UNCHANGED61661600%$20.1K$19.9K-$1852026-10-20
Gamma Investing LLC
INCREASED557210+347+165%$6.8K$17.9K+$11.1K2026-10-08
Heritage Family Offices, LLP
NEW527—+527——$17.0K—2026-11-02
Exchange Traded Concepts, LLC
INCREASED352291+61+21%$9.5K$11.3K+$1.9K2026-10-28
PNC Financial Services Group, Inc.
DECREASED351360-9-2%$11.7K$11.3K-$3982026-11-06
GK Wealth Management LLC
NEW340—+340——$10.9K—2026-10-09
Tounjian Advisory Partners, LLC
INCREASED340336+4+1%$10.9K$10.9K+$312026-11-04
EverSource Wealth Advisors, LLC
DECREASED246258-12-5%$8.4K$7.9K-$4652026-11-04
Parkside Financial Bank & Trust
NEW240—+240——$7.7K—2026-10-27
Private Trust Co NA
UNCHANGED15815800%$5.1K$5.1K-$472026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED14314300%$4.6K$4.6K-$432026-10-16
Root Financial Partners, LLC
NEW88—+88——$2.8K—2026-10-21
Mirae Asset Global Investments Co., Ltd.
DECREASED87229-142-62%$7.4K$2.8K-$4.6K2026-11-03
Farther Finance Advisors, LLC
INCREASED7140+31+78%$1.3K$2.3K+$9862026-10-08
Pinnacle Wealth Planning Services, Inc.
NEW31—+31——$998—2026-10-27
WPG Advisers, LLC
UNCHANGED303000%$975$966-$92026-10-27
Bare Financial Services, Inc
NEW28—+28——$902—2026-11-04
Clark Wealth Partners
NEW24—+24——$773—2026-10-19
Larson Financial Group LLC
UNCHANGED171700%$553$547-$62026-11-05
Covestor Ltd
DECREASED814-6-43%$0$0$02026-10-30
SJS Investment Consulting Inc.
NEW7—+7——$226—2026-10-26
Wesbanco Bank Inc
CLOSED051,100-51,100-100%$1.7M$0-$1.7M2026-11-04
AlphaCentric Advisors LLC
CLOSED025,000-25,000-100%$812.5K$0-$812.5K2026-11-03
Valued Wealth Advisors LLC
CLOSED015,889-15,889-100%$516.4K$0-$516.4K2026-11-05
BlueChip Wealth Advisors LLC
CLOSED07,666-7,666-100%$249.1K$0-$249.1K2026-11-03
King Luther Capital Management Corp
CLOSED07,500-7,500-100%$243.8K$0-$243.8K2026-11-05
Simplex Trading, LLC
CLOSED0491-491-100%$16.0K$0-$16.0K2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED0431-431-100%$14.0K$0-$14.0K2026-10-29
TD Private Client Wealth LLC
CLOSED028-28-100%$910$0-$9102026-10-28
International Assets Investment Management, LLC
CLOSED018-18-100%$599$0-$5992026-11-02
BlackRock, Inc.
N/A—5,416,274-5,416,274-100%$176.0M———
Price T Rowe Associates Inc
N/A—5,270,721-5,270,721-100%$171.3M———
Vanguard Portfolio Management LLC
N/A—2,899,665-2,899,665-100%$94.2M———
Goldman Sachs Group Inc
N/A—2,744,749-2,744,749-100%$89.2M———
Vanguard Capital Management LLC
N/A—2,367,053-2,367,053-100%$76.9M———
State Street Corp
N/A—2,244,402-2,244,402-100%$73.2M———
Norges Bank
N/A—1,630,366-1,630,366-100%$53.0M———
Centersquare Investment Management LLC
N/A—1,415,860-1,415,860-100%$46.0M———
T. Rowe Price Investment Management, Inc.
N/A—1,079,954-1,079,954-100%$35.1M———
Prudential Financial Inc
N/A—1,034,596-1,034,596-100%$33.6M———
Alyeska Investment Group, L.P.
N/A—956,577-956,577-100%$31.1M———
Massachusetts Financial Services Co
N/A—932,759-932,759-100%$30.3M———
Charles Schwab Investment Management Inc
N/A—896,899-896,899-100%$29.1M———
Irenic Capital Management LPA
N/A—876,608-876,608-100%$28.5M———
Nuveen, LLC
N/A—851,253-851,253-100%$27.7M———
Silvercrest Asset Management Group LLC
N/A—675,774-675,774-100%$22.0M———
Northern Trust Corp
N/A—579,922-579,922-100%$18.8M———
Goldentree Asset Management LP
N/A—501,768-501,768-100%$16.3M———
Long Pond Capital, LP
N/A—444,839-444,839-100%$14.5M———
Zimmer Partners, LP
N/A—437,500-437,500-100%$14.2M———
Schroder Investment Management Group
N/A—375,764-375,764-100%$12.3M———
Vanguard Fiduciary Trust Co
N/A—369,899-369,899-100%$12.0M———
Cetera Investment Advisers
N/A—303,577-303,577-100%$9.9M———
UBS Group AG
N/A—264,581-264,581-100%$8.6M———
JPMorgan Chase & Co
N/A—259,427-259,427-100%$8.5M———
Susquehanna International Group, LLP
N/A—247,877-247,877-100%$8.1M———
Bank of America Corp
N/A—241,155-241,155-100%$7.8M———
UBS Asset Management Americas LLC
N/A—236,822-236,822-100%$7.7M———
Picton Mahoney Asset Management
N/A—232,347-232,347-100%$7.6M———
Cohen & Steers, Inc.
N/A—231,241-231,241-100%$7.5M———
Ameriprise Financial Inc
N/A—228,854-228,854-100%$7.4M———
Clearbridge Investments, LLC
N/A—211,712-211,712-100%$6.9M———
1832 Asset Management L.P.
N/A—204,658-204,658-100%$6.7M———
Morgan Stanley
N/A—196,846-196,846-100%$6.4M———
Legal & General Group Plc
N/A—195,963-195,963-100%$6.4M———
Lighthouse Investment Partners, LLC
N/A—191,173-191,173-100%$6.2M———
BNP Paribas Asset Management Holding S.A.
N/A—191,007-191,007-100%$6.2M———
DigitalBridge Group, Inc.
N/A—182,200-182,200-100%$5.9M———
Argosy-Lionbridge Management, LLC
N/A—176,787-176,787-100%$5.7M———
SEI Investments Co
N/A—172,447-172,447-100%$5.6M———
Quantinno Capital Management LP
N/A—158,096-158,096-100%$5.1M———
Citadel Advisors LLC
N/A—155,868-155,868-100%$5.1M———
Peregrine Capital Management LLC
N/A—145,029-145,029-100%$4.7M———
Raymond James Financial Inc
N/A—135,326-135,326-100%$4.4M———
Centaurus Financial, Inc.
N/A—121,645-121,645-100%$4.0M———
Stifel Financial Corp
N/A—114,567-114,567-100%$3.7M———
Swiss National Bank
N/A—111,000-111,000-100%$3.6M———
Invesco Ltd.
N/A—110,364-110,364-100%$3.6M———
HSBC Holdings PLC
N/A—105,680-105,680-100%$3.4M———
Envestnet Asset Management Inc
N/A—103,562-103,562-100%$3.4M———
Verition Fund Management LLC
N/A—93,515-93,515-100%$3.0M———
Nomura Asset Management Co LTD
N/A—89,200-89,200-100%$2.9M———
Royal Bank of Canada
N/A—84,901-84,901-100%$2.8M———
Rhumbline Advisers
N/A—81,066-81,066-100%$2.6M———
XTX Topco Ltd
N/A—79,196-79,196-100%$2.6M———
Franklin Resources Inc
N/A—78,220-78,220-100%$2.5M———
Wells Fargo & Company
N/A—73,508-73,508-100%$2.4M———
California State Teachers Retirement System
N/A—67,886-67,886-100%$2.2M———
Oversea-Chinese Banking Corp Ltd
N/A—67,432-67,432-100%$2.2M———
Jain Global LLC
N/A—65,572-65,572-100%$2.1M———
Alliancebernstein L.P.
N/A—65,427-65,427-100%$2.0M———
Paralel Advisors LLC
N/A—65,000-65,000-100%$2.1M———
Marshall Wace, LLP
N/A—64,570-64,570-100%$2.1M———
Public Employees Retirement System of Ohio
N/A—63,050-63,050-100%$2.0M———
Sequent Planning LLC
N/A—60,657-60,657-100%$2.0M———
AQR Capital Management LLC
N/A—59,799-59,799-100%$1.9M———
Advisory Services Network, LLC
N/A—57,637-57,637-100%$1.9M———
PFG Investments, LLC
N/A—54,375-54,375-100%$1.8M———
Susquehanna Portfolio Strategies, LLC
N/A—53,964-53,964-100%$1.8M———
Vanguard Investments Australia, Ltd.
N/A—51,690-51,690-100%$1.7M———
MML Investors Services, LLC
N/A—50,216-50,216-100%$1.6M———
Renaissance Technologies LLC
N/A—49,600-49,600-100%$1.6M———
Vanguard Asset Management, Ltd
N/A—46,269-46,269-100%$1.5M———
AE Wealth Management LLC
N/A—44,108-44,108-100%$1.4M———
Premier Private Wealth Management LLC
N/A—42,262-42,262-100%$1.4M———
Scotia Capital Inc.
N/A—39,993-39,993-100%$1.3M———
Prelude Capital Management, LLC
N/A—38,583-38,583-100%$1.3M———
Captrust Financial Advisors
N/A—38,412-38,412-100%$1.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—37,665-37,665-100%$1.2M———
MetLife Investment Management, LLC
N/A—34,698-34,698-100%$1.1M———
SG Americas Securities, LLC
N/A—33,167-33,167-100%$1.1M———
Private Capital Management, LLC
N/A—31,000-31,000-100%$1.0M———
Engineers Gate Manager LP
N/A—29,430-29,430-100%$956.5K———
Arkadios Wealth Advisors
N/A—29,149-29,149-100%$947.4K———
Landscape Capital Management, L.L.C.
N/A—27,788-27,788-100%$903.1K———
Jupiter Topco LLC
N/A—27,312-27,312-100%$888.1K———
Pacer Advisors, Inc.
N/A—26,490-26,490-100%$861.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—26,009-26,009-100%$845.3K———
American Century Companies Inc
N/A—25,967-25,967-100%$843.9K———
Crossingbridge Advisors, LLC
N/A—25,000-25,000-100%$812.5K———
Resona Asset Management Co.,Ltd.
N/A—24,524-24,524-100%$805.7K———
Osaic Holdings, Inc.
N/A—24,443-24,443-100%$794.5K———
Millennium Management LLC
N/A—23,600-23,600-100%$767.0K———
State of Wisconsin Investment Board
N/A—23,417-23,417-100%$761.1K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—23,352-23,352-100%$758.9K———
Manufacturers Life Insurance Company, the
N/A—22,334-22,334-100%$725.9K———
Balyasny Asset Management L.P.
N/A—22,112-22,112-100%$718.6K———
Vanguard Global Advisers, LLC
N/A—21,947-21,947-100%$713.3K———
New York State Common Retirement Fund
N/A—20,600-20,600-100%$669.5K———
Trivium Point Advisory, LLC
N/A—18,968-18,968-100%$616.5K———
&partners
N/A—17,762-17,762-100%$577.3K———
Squarepoint Ops LLC
N/A—16,916-16,916-100%$549.8K———
Police & Firemen's Retirement System of New Jersey
N/A—16,882-16,882-100%$548.7K———
Van Eck Associates Corp
N/A—15,701-15,701-100%$510.3K———
Clare Market Investments LLC
N/A—14,744-14,744-100%$479.2K———
Metis Global Partners, LLC
N/A—14,442-14,442-100%$469.4K———
Waverly Advisors, LLC
N/A—13,387-13,387-100%$435.1K———
BNP Paribas Financial Markets
N/A—13,086-13,086-100%$425.3K———
Allstate Corp
N/A—12,829-12,829-100%$416.9K———
AlTi Global, Inc.
N/A—12,547-12,547-100%$409.4K———
KLP Kapitalforvaltning AS
N/A—12,200-12,200-100%$397.9K———
Two Sigma Investments, LP
N/A—11,657-11,657-100%$378.9K———
Intech Investment Management LLC
N/A—11,619-11,619-100%$377.6K———
Freestone Grove Partners LP
N/A—11,521-11,521-100%$374.4K———
Kovack Advisors, Inc.
N/A—11,076-11,076-100%$368.6K———
Vestcor Inc
N/A—10,900-10,900-100%$354.0K———
Voya Investment Management LLC
N/A—10,676-10,676-100%$347.0K———
Adapt Wealth Advisors, LLC
N/A—10,356-10,356-100%$336.6K———
OneAscent Wealth Management LLC
N/A—10,103-10,103-100%$328.3K———
Integrated Wealthcare, LLC
N/A—10,039-10,039-100%$326.3K———
Wealth Management Strategies, Inc.
N/A—9,807-9,807-100%$318.7K———
Sequoia Financial Advisors, LLC
N/A—9,728-9,728-100%$316.2K———
Coppell Advisory Solutions LLC
N/A—9,696-9,696-100%$247.5K———
Macquarie Group LTD
N/A—9,298-9,298-100%$302.2K———
Mercer Global Advisors Inc
N/A—9,264-9,264-100%$301.1K———
Impact Partnership Wealth, LLC
N/A—9,131-9,131-100%$296.7K———
Capital Advisors Inc
N/A—9,076-9,076-100%$295.0K———
M&T Bank Corp
N/A—8,932-8,932-100%$290.3K———
Nissay Asset Management Corp N
N/A—8,441-8,441-100%$274.3K———
Holocene Advisors, LP
N/A—8,421-8,421-100%$273.7K———
Cresset Asset Management, LLC
N/A—8,294-8,294-100%$270.6K———
Mitsubishi UFJ Trust & Banking Corp
N/A—7,806-7,806-100%$253.7K———
First Trust Advisors LP
N/A—7,517-7,517-100%$244.3K———
Safe Harbor Family Capital, LLC
N/A—6,729-6,729-100%$218.7K———
Gross & Hartman Investments LLC
N/A—6,729-6,729-100%$218.7K———
Federation des caisses Desjardins du Quebec
N/A—6,631-6,631-100%$215.5K———
Victory Capital Management Inc
N/A—6,375-6,375-100%$207.2K———
Allianz Asset Management GmbH
N/A—6,306-6,306-100%$204.9K———
Jones Financial Companies Lllp
N/A—5,135-5,135-100%$171.7K———
Ameritas Investment Partners, Inc.
N/A—5,126-5,126-100%$166.6K———
FMR LLC
N/A—5,114-5,114-100%$166.2K———
Silver OAK Securities, Incorporated
N/A—4,414-4,414-100%$143.5K———
Northwest & Ethical Investments L.P.
N/A—4,102-4,102-100%$134.9K———
Tower Research Capital LLC (TRC)
N/A—2,886-2,886-100%$93.8K———
FIL Ltd
N/A—2,720-2,720-100%$88.4K———
Brookfield Corp
N/A—2,693-2,693-100%$87.5K———
NewEdge Advisors, LLC
N/A—2,667-2,667-100%$86.7K———
Continuum Advisory, LLC
N/A—2,655-2,655-100%$86.3K———
Arax Advisory Partners
N/A—2,579-2,579-100%$83.8K———
Silicon Valley Capital Partners
N/A—2,336-2,336-100%$75.9K———
BFC Planning, Inc.
N/A—1,909-1,909-100%$62.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,249-1,249-100%$40.8K———
Avalon Trust Co
N/A—1,100-1,100-100%$35.8K———
Anchor Investment Management, LLC
N/A—1,000-1,000-100%$32.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—958-958-100%$31.1K———
Harbour Investments, Inc.
N/A—907-907-100%$29.5K———
Northwestern Mutual Wealth Management Co
N/A—874-874-100%$28.4K———
Prosperity Bancshares Inc
N/A—861-861-100%$28.0K———
LOS Angeles Capital Management LLC
N/A—804-804-100%$26.1K———
Swan Capital LLC
N/A—501-501-100%$16.3K———
Kemnay Advisory Services Inc.
N/A—430-430-100%$14.0K———
TD Capital Management LLC
N/A—279-279-100%$9.1K———
Napier Financial, LLC
N/A—194-194-100%$6.3K———
Global Retirement Partners, LLC
N/A—143-143-100%$4.6K———
Whittier Trust Co of Nevada Inc
N/A—61-61-100%$2.0K———
Rothschild Investment LLC
N/A—40-40-100%$1.3K———
JPL Wealth Management, LLC
N/A—39-39-100%$1.3K———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$33———
Showing 281 of 281 institutions