Towne Bank (TOWN)

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

Shares4,855,132 from 4,532,246

Change+322,886 (+7%)

Value$173.1M (+$8.8M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares2,323,902 from 2,331,521

Change-7,619 (0%)

Value$82.9M (-$1.6M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares545,962 from 536,108

Change+9,854 (+2%)

Value$19.5M (+$35.0K)

Filed 2026-11-05

Lightrock Netherlands B.V.

DECREASED

Shares324,794 from 329,794

Change-5,000 (-2%)

Value$11.6M (-$372.8K)

Filed 2026-11-06

Patriot Financial Partners GP II, L.P.

DECREASED

Shares321,404 from 1,021,404

Change-700,000 (-69%)

Value$11.5M (-$25.6M)

Filed 2026-11-04

Endeavour Capital Advisors Inc

INCREASED

Shares298,389 from 273,028

Change+25,361 (+9%)

Value$10.6M (+$743.0K)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares263,783 from 330,774

Change-66,991 (-20%)

Value$9.4M (-$2.6M)

Filed 2026-11-06

Towne Trust Company, N.a

DECREASED

Shares195,843 from 201,874

Change-6,031 (-3%)

Value$7.0M (-$334.1K)

Filed 2026-10-28

Creative Planning

INCREASED

Shares184,939 from 54,059

Change+130,880 (+242%)

Value$6.6M (+$4.6M)

Filed 2026-11-02

Clearstead Advisors, LLC

DECREASED

Shares145,757 from 152,743

Change-6,986 (-5%)

Value$5.2M (-$339.2K)

Filed 2026-11-06

MBL Wealth, LLC

DECREASED

Shares107,771 from 142,128

Change-34,357 (-24%)

Value$3.8M (-$1.3M)

Filed 2026-10-22

Davenport & Co LLC

INCREASED

Shares106,794 from 104,576

Change+2,218 (+2%)

Value$3.8M (+$17.4K)

Filed 2026-10-14

Deprince Race & Zollo Inc

DECREASED

Shares100,291 from 142,404

Change-42,113 (-30%)

Value$3.6M (-$1.6M)

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares89,468 from 95,239

Change-5,771 (-6%)

Value$3.2M (-$261.9K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares80,375 from 27,578

Change+52,797 (+191%)

Value$2.9M (+$1.9M)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

DECREASED

Shares79,209 from 84,612

Change-5,403 (-6%)

Value$2.8M (-$242.5K)

Filed 2026-10-16

Nuance Investments, LLC

DECREASED

Shares75,383 from 85,643

Change-10,260 (-12%)

Value$2.7M (-$416.3K)

Filed 2026-11-06

Truist Financial Corp

DECREASED

Shares72,918 from 72,969

Change-51 (0%)

Value$2.6M (-$44.9K)

Filed 2026-10-30

Citigroup Inc

DECREASED

Shares62,903 from 94,322

Change-31,419 (-33%)

Value$2.2M (-$1.2M)

Filed 2026-11-04

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares56,415 from 56,415

Change0 (0%)

Value$2.0M (-$33.3K)

Filed 2026-10-27

Verity Asset Management, Inc.

INCREASED

Shares52,546 from 52,479

Change+67 (+0%)

Value$1.9M (-$28.6K)

Filed 2026-10-30

Apella Capital, LLC

INCREASED

Shares50,280 from 50,081

Change+199 (+0%)

Value$1.8M (-$47.1K)

Filed 2026-10-08

State of New Jersey Common Pension Fund D

DECREASED

Shares45,942 from 56,882

Change-10,940 (-19%)

Value$1.6M (-$423.6K)

Filed 2026-11-05

Financial Security Advisor, Inc.

DECREASED

Shares45,639 from 48,258

Change-2,619 (-5%)

Value$1.6M (-$124.0K)

Filed 2026-11-03

Salzhauer Michael

DECREASED

Shares42,121 from 47,121

Change-5,000 (-11%)

Value$1.5M (-$206.1K)

Filed 2026-10-28

Equitable Trust Co

UNCHANGED

Shares37,504 from 37,504

Change0 (0%)

Value$1.3M (-$22.1K)

Filed 2026-10-13

Choreo, LLC

INCREASED

Shares37,203 from 36,811

Change+392 (+1%)

Value$1.3M (-$7.7K)

Filed 2026-10-28

HUB Investment Partners, LLC

INCREASED

Shares35,229 from 31,406

Change+3,823 (+12%)

Value$1.3M (+$117.8K)

Filed 2026-11-03

Old North State Wealth Management, LLC

DECREASED

Shares33,826 from 36,284

Change-2,458 (-7%)

Value$1.2M (-$109.0K)

Filed 2026-10-22

Bay Capital Advisors, LLC

UNCHANGED

Shares33,760 from 33,760

Change0 (0%)

Value$1.2M (-$19.9K)

Filed 2026-10-16

LPL Financial LLC

DECREASED

Shares33,393 from 34,075

Change-682 (-2%)

Value$1.2M (-$44.4K)

Filed 2026-11-06

Motley Fool Asset Management LLC

DECREASED

Shares32,419 from 33,431

Change-1,012 (-3%)

Value$1.2M (-$55.8K)

Filed 2026-10-27

Harbor Capital Advisors, Inc.

INCREASED

Shares29,611 from 28,759

Change+852 (+3%)

Value$1.1K (-$1.0M)

Filed 2026-10-22

Three Magnolias Financial Advisors, LLC

NEW

Shares28,190

Change+28,190

Value$1.0M

Filed 2026-10-14

Live Oak Private Wealth LLC

DECREASED

Shares27,633 from 28,777

Change-1,144 (-4%)

Value$985.1K (-$57.8K)

Filed 2026-11-02

Kanawha Capital Management LLC

UNCHANGED

Shares27,373 from 27,373

Change0 (0%)

Value$975.8K (-$16.2K)

Filed 2026-10-19

Arizona State Retirement System

INCREASED

Shares25,329 from 24,165

Change+1,164 (+5%)

Value$903.0K (+$27.2K)

Filed 2026-11-03

Compton Wealth Advisory Group, LLC

UNCHANGED

Shares25,092 from 25,092

Change0 (0%)

Value$900.1K (-$20.6K)

Filed 2026-10-13

Laurel Wealth Advisors LLC

INCREASED

Shares24,376 from 24,373

Change+3 (+0%)

Value$869.0K (-$14.3K)

Filed 2026-10-27

Level Four Advisory Services, LLC

INCREASED

Shares22,617 from 22,537

Change+80 (+0%)

Value$806.3K (-$10.4K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares21,426 from 13,849

Change+7,577 (+55%)

Value$755.7K (+$259.9K)

Filed 2026-10-13

Keybank National Association

INCREASED

Shares21,230 from 18,015

Change+3,215 (+18%)

Value$756.9K (+$104.0K)

Filed 2026-11-04

US Bancorp \de\

INCREASED

Shares19,353 from 19,252

Change+101 (+1%)

Value$689.9K (-$7.8K)

Filed 2026-11-05

Allworth Financial LP

INCREASED

Shares18,106 from 18,032

Change+74 (+0%)

Value$656.2K (+$2.7K)

Filed 2026-11-06

Inspire Investing, LLC

DECREASED

Shares17,948 from 18,732

Change-784 (-4%)

Value$639.8K (-$39.0K)

Filed 2026-10-22

O'Brien Greene & Co. Inc

UNCHANGED

Shares16,042 from 16,042

Change0 (0%)

Value$571.9K (-$9.5K)

Filed 2026-11-05

Alps Advisors Inc

NEW

Shares15,540

Change+15,540

Value$554.0K

Filed 2026-11-03

Quadrant Capital Group LLC

UNCHANGED

Shares15,342 from 15,342

Change0 (0%)

Value$535.7K (-$20.3K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

DECREASED

Shares15,277 from 15,571

Change-294 (-2%)

Value$544.6K (-$19.7K)

Filed 2026-11-02

XML Financial, LLC

UNCHANGED

Shares15,055 from 15,055

Change0 (0%)

Value$536.7K (-$8.9K)

Filed 2026-10-29

Strs Ohio

NEW

Shares13,900

Change+13,900

Value$495.5K

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares13,708 from 13,708

Change0 (0%)

Value$489 (-$496.5K)

Filed 2026-11-02

Redmond Asset Management, LLC

UNCHANGED

Shares13,607 from 13,607

Change0 (0%)

Value$485.1K (-$8.0K)

Filed 2026-10-27

Princeton Capital Management LLC

UNCHANGED

Shares12,944 from 12,944

Change0 (0%)

Value$461.5K (-$7.6K)

Filed 2026-10-27

Pictet Asset Management Holding SA

UNCHANGED

Shares12,912 from 12,912

Change0 (0%)

Value$460.3K (-$7.6K)

Filed 2026-11-03

Wagner Wealth Management, LLC

UNCHANGED

Shares12,681 from 12,681

Change0 (0%)

Value$452.1K (-$7.5K)

Filed 2026-10-21

First Citizens Bank & Trust Co

UNCHANGED

Shares12,147 from 12,147

Change0 (0%)

Value$433.0K (-$7.2K)

Filed 2026-10-14

Cordgrass Capital Advisors, LLC

INCREASED

Shares12,065 from 12,031

Change+34 (+0%)

Value$430.1K (-$5.9K)

Filed 2026-10-30

ProShare Advisors LLC

DECREASED

Shares11,115 from 11,594

Change-479 (-4%)

Value$396.2K (-$23.9K)

Filed 2026-10-29

Ellsworth Advisors, LLC

UNCHANGED

Shares10,842 from 10,842

Change0 (0%)

Value$386.5K (-$4.9K)

Filed 2026-10-15

BCS Wealth Management

UNCHANGED

Shares10,620 from 10,620

Change0 (0%)

Value$378.6K (-$6.3K)

Filed 2026-11-03

Collaborative Wealth Managment Inc.

UNCHANGED

Shares9,725 from 9,725

Change0 (0%)

Value$346.7K (-$5.7K)

Filed 2026-11-06

MTM Investment Management, LLC

INCREASED

Shares9,359 from 6,969

Change+2,390 (+34%)

Value$333.6K (+$81.1K)

Filed 2026-10-30

Xponance LLC

DECREASED

Shares8,800 from 9,086

Change-286 (-3%)

Value$313.7K (-$15.6K)

Filed 2026-11-03

Kestra Private Wealth Services, LLC

NEW

Shares8,660

Change+8,660

Value$308.7K

Filed 2026-11-06

Ascent Group, LLC

DECREASED

Shares8,651 from 13,913

Change-5,262 (-38%)

Value$308.4K (-$195.8K)

Filed 2026-10-30

Mcrae Capital Management Inc

UNCHANGED

Shares8,574 from 8,574

Change0 (0%)

Value$305.7K (-$5.1K)

Filed 2026-10-15

Tull Financial Group, Inc.

INCREASED

Shares8,343 from 6,791

Change+1,552 (+23%)

Value$297.4K (+$51.3K)

Filed 2026-11-05

Biltmore Family Office, LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$251.5K (-$4.1K)

Filed 2026-11-03

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares6,727 from 6,727

Change0 (0%)

Value$239.8K (-$4.0K)

Filed 2026-10-13

Aldebaran Financial Inc.

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$213.9K (-$3.5K)

Filed 2026-11-06

Abel Hall, LLC

DECREASED

Shares5,800 from 5,804

Change-4 (0%)

Value$206.8K (-$3.6K)

Filed 2026-10-19

Virginia Retirement Systems ET Al

UNCHANGED

Shares5,800 from 5,800

Change0 (0%)

Value$206.8K (-$3.4K)

Filed 2026-10-28

Beese Fulmer Investment Management, Inc.

DECREASED

Shares5,686 from 5,723

Change-37 (-1%)

Value$204.3K (-$3.1K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

INCREASED

Shares5,053 from 4,753

Change+300 (+6%)

Value$180.1K (+$7.9K)

Filed 2026-11-06

Evermay Wealth Management LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$179.7K (-$3.0K)

Filed 2026-11-05

American Capital Advisory, LLC

DECREASED

Shares4,080 from 6,755

Change-2,675 (-40%)

Value$145.5K (-$99.4K)

Filed 2026-10-28

1620 Investment Advisors, Inc.

INCREASED

Shares3,934 from 3,695

Change+239 (+6%)

Value$140.2K (+$6.3K)

Filed 2026-11-04

State of Alaska, Department of Revenue

INCREASED

Shares3,651 from 3,116

Change+535 (+17%)

Value$130 (-$111.9K)

Filed 2026-10-15

Eastern Bank

UNCHANGED

Shares3,320 from 3,320

Change0 (0%)

Value$118.4K (-$2.0K)

Filed 2026-10-05

Nisa Investment Advisors, LLC

INCREASED

Shares3,290 from 2,855

Change+435 (+15%)

Value$118.2K (+$13.9K)

Filed 2026-10-20

KBC Group NV

UNCHANGED

Shares2,939 from 2,939

Change0 (0%)

Value$105 (-$106.9K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares2,920 from 2,401

Change+519 (+22%)

Value$104.1K (+$17.1K)

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares2,856 from 2,231

Change+625 (+28%)

Value$101.8K (+$21.0K)

Filed 2026-10-23

Sterling Capital Management LLC

DECREASED

Shares1,734 from 1,785

Change-51 (-3%)

Value$61.8K (-$2.9K)

Filed 2026-10-22

West Paces Advisors Inc.

UNCHANGED

Shares1,690 from 1,690

Change0 (0%)

Value$60.2K (-$997)

Filed 2026-10-13

Nykredit A/S

UNCHANGED

Shares1,241 from 1,241

Change0 (0%)

Value$44.2K (-$732)

Filed 2026-11-06

Private Trust Co NA

UNCHANGED

Shares1,169 from 1,169

Change0 (0%)

Value$41.7K (-$690)

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares990 from 565

Change+425 (+75%)

Value$35.3K (+$14.8K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares966 from 897

Change+69 (+8%)

Value$34.4K (+$1.9K)

Filed 2026-10-02

Covestor Ltd

INCREASED

Shares952 from 649

Change+303 (+47%)

Value$34 (+$11)

Filed 2026-10-30

CrossGen Wealth, LLC

UNCHANGED

Shares928 from 928

Change0 (0%)

Value$33.1K (-$548)

Filed 2026-10-30

Eurizon Capital SGR S.p.A.

NEW

Shares797

Change+797

Value$28.6K

Filed 2026-11-06

Jacobi Capital Management LLC

NEW

Shares652

Change+652

Value$23.2K

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares470

Change+470

Value$16.8K

Filed 2026-10-21

Gamma Investing LLC

INCREASED

Shares463 from 312

Change+151 (+48%)

Value$16.5K (+$5.2K)

Filed 2026-10-08

Parallel Advisors, LLC

UNCHANGED

Shares424 from 424

Change0 (0%)

Value$15.1K (-$250)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares346 from 114

Change+232 (+204%)

Value$12.3K (+$8.2K)

Filed 2026-10-26

United Community Bank

NEW

Shares318

Change+318

Value$11.3K

Filed 2026-10-28

IFP Advisors, Inc

INCREASED

Shares318 from 303

Change+15 (+5%)

Value$11.3K (+$356)

Filed 2026-10-16

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares313 from 313

Change0 (0%)

Value$11.2K (-$185)

Filed 2026-11-05

City State Bank

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$10.7K (-$177)

Filed 2026-10-20

Godsey & Gibb, Inc

UNCHANGED

Shares283 from 283

Change0 (0%)

Value$10.1K (-$167)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares252 from 252

Change0 (0%)

Value$9.0K (-$148)

Filed 2026-10-27

Daytona Street Capital LLC

UNCHANGED

Shares249 from 249

Change0 (0%)

Value$8.9K (+$26)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

INCREASED

Shares213 from 119

Change+94 (+79%)

Value$7.6K (+$3.3K)

Filed 2026-11-04

Ares Financial Consulting, LLC

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$4.6K (-$76)

Filed 2026-10-19

Costello Asset Management, Inc

INCREASED

Shares122 from 121

Change+1 (+1%)

Value$4.3K (-$38)

Filed 2026-10-30

Fortitude Family Office, LLC

INCREASED

Shares116 from 43

Change+73 (+170%)

Value$4.1K (+$2.6K)

Filed 2026-10-14

Essential Partners LLC

INCREASED

Shares103 from 83

Change+20 (+24%)

Value$3.7K (+$664)

Filed 2026-10-14

Parkside Financial Bank & Trust

NEW

Shares90

Change+90

Value$3.2K

Filed 2026-10-27

Rossby Financial, LCC

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$3.0K (-$49)

Filed 2026-11-05

Blue Trust, Inc.

NEW

Shares73

Change+73

Value$2.6K

Filed 2026-10-15

Ascentis Wealth Management, LLC

NEW

Shares62

Change+62

Value$2.2K

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$2.1K (-$35)

Filed 2026-10-21

Clark Wealth Partners

NEW

Shares52

Change+52

Value$1.9K

Filed 2026-10-19

Creative Capital Management Investments LLC

INCREASED

Shares52 from 22

Change+30 (+136%)

Value$1.9K (+$1.1K)

Filed 2026-10-28

JFS Wealth Advisors, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.8K (-$27)

Filed 2026-11-03

Bare Financial Services, Inc

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$1.6K (-$25)

Filed 2026-11-04

TD Private Client Wealth LLC

NEW

Shares25

Change+25

Value$891

Filed 2026-10-28

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$820 (-$14)

Filed 2026-10-05

True Wealth Design, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$785 (-$13)

Filed 2026-10-13

Bay Harbor Wealth Management, LLC

INCREASED

Shares16 from 8

Change+8 (+100%)

Value$575 (+$285)

Filed 2026-11-03

Meriwether Wealth & Planning, LLC

NEW

Shares12

Change+12

Value$428

Filed 2026-10-13

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$428 (-$7)

Filed 2026-10-16

Zions Bancorporation, National Association

NEW

Shares11

Change+11

Value$392

Filed 2026-11-06

GK Wealth Management LLC

NEW

Shares4

Change+4

Value$142

Filed 2026-10-09

Hughes Financial Services, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$73 (+$37)

Filed 2026-10-30

DecisionPoint Financial, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$72 (-$2)

Filed 2026-10-27

RHL Group, LLC

NEW

Shares1

Change+1

Value$36

Filed 2026-11-04

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$36 (-$1)

Filed 2026-10-15

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 28,414

Change-28,414 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-16

Thrivent Financial for Lutherans

CLOSED

Shares0 from 22,746

Change-22,746 (-100%)

Value$0 (-$824.0K)

Filed 2026-11-05

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 20,413

Change-20,413 (-100%)

Value$0 (-$739.8K)

Filed 2026-10-19

Arbor Investment Advisors, LLC

CLOSED

Shares0 from 17,462

Change-17,462 (-100%)

Value$0 (-$632.8K)

Filed 2026-10-26

Teza Capital Management LLC

CLOSED

Shares0 from 9,402

Change-9,402 (-100%)

Value$0 (-$340.7K)

Filed 2026-10-23

Legacy Wealth Asset Management, LLC

CLOSED

Shares0 from 5,760

Change-5,760 (-100%)

Value$0 (-$208.7K)

Filed 2026-10-09

Salem Investment Counselors Inc

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$36.6K)

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$254)

Filed 2026-10-29

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 6,834,018

Change-6,834,018 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,877,730

Change-4,877,730 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 4,781,911

Change-4,781,911 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,914,940

Change-3,914,940 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,470,767

Change-3,470,767 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,939,243

Change-1,939,243 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 1,584,847

Change-1,584,847 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 1,535,126

Change-1,535,126 (-100%)

Value—

Capital International Investors

N/A

Shares— from 1,141,411

Change-1,141,411 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 1,008,071

Change-1,008,071 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 939,969

Change-939,969 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 831,598

Change-831,598 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 773,211

Change-773,211 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 712,656

Change-712,656 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 574,450

Change-574,450 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 541,596

Change-541,596 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 533,206

Change-533,206 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 502,750

Change-502,750 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 462,819

Change-462,819 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 430,211

Change-430,211 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 374,162

Change-374,162 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 331,228

Change-331,228 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 325,245

Change-325,245 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 305,662

Change-305,662 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 296,529

Change-296,529 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 287,388

Change-287,388 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 257,515

Change-257,515 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 240,366

Change-240,366 (-100%)

Value—

FMR LLC

N/A

Shares— from 237,360

Change-237,360 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 187,351

Change-187,351 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 183,259

Change-183,259 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 175,815

Change-175,815 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 163,477

Change-163,477 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 157,155

Change-157,155 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 147,798

Change-147,798 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 144,341

Change-144,341 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 140,712

Change-140,712 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 137,500

Change-137,500 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 129,453

Change-129,453 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 123,488

Change-123,488 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 121,842

Change-121,842 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 120,898

Change-120,898 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 111,923

Change-111,923 (-100%)

Value—

UBS Group AG

N/A

Shares— from 107,212

Change-107,212 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 106,791

Change-106,791 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 104,000

Change-104,000 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 103,540

Change-103,540 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 100,399

Change-100,399 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 93,789

Change-93,789 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 90,078

Change-90,078 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 86,599

Change-86,599 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 83,347

Change-83,347 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 82,716

Change-82,716 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 82,499

Change-82,499 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 79,231

Change-79,231 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 76,511

Change-76,511 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 74,408

Change-74,408 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 73,490

Change-73,490 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 68,973

Change-68,973 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 64,597

Change-64,597 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 62,698

Change-62,698 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 57,689

Change-57,689 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 56,788

Change-56,788 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 53,273

Change-53,273 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 52,439

Change-52,439 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 51,522

Change-51,522 (-100%)

Value—

Bayview Asset Management, LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 49,166

Change-49,166 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 47,920

Change-47,920 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 47,470

Change-47,470 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 46,585

Change-46,585 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 45,922

Change-45,922 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 41,867

Change-41,867 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 41,764

Change-41,764 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 40,804

Change-40,804 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 40,600

Change-40,600 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 40,103

Change-40,103 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 36,981

Change-36,981 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 35,502

Change-35,502 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 34,582

Change-34,582 (-100%)

Value—

Peak Planning Group, LLC

N/A

Shares— from 33,081

Change-33,081 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 32,136

Change-32,136 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 31,461

Change-31,461 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 31,154

Change-31,154 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 29,443

Change-29,443 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 28,330

Change-28,330 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 26,178

Change-26,178 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 26,115

Change-26,115 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 24,799

Change-24,799 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 24,269

Change-24,269 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 23,083

Change-23,083 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 21,189

Change-21,189 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 21,129

Change-21,129 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 20,928

Change-20,928 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 20,264

Change-20,264 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 20,043

Change-20,043 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 19,688

Change-19,688 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 19,330

Change-19,330 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 19,300

Change-19,300 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 19,010

Change-19,010 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 18,889

Change-18,889 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 18,308

Change-18,308 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 18,285

Change-18,285 (-100%)

Value—

Bay Rivers Group

N/A

Shares— from 17,527

Change-17,527 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 17,406

Change-17,406 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 17,405

Change-17,405 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 16,500

Change-16,500 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 16,369

Change-16,369 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 16,295

Change-16,295 (-100%)

Value—

First Western Trust Bank

N/A

Shares— from 15,038

Change-15,038 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 14,641

Change-14,641 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 14,500

Change-14,500 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,206

Change-13,206 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 13,100

Change-13,100 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 12,952

Change-12,952 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 12,795

Change-12,795 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 11,723

Change-11,723 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 11,658

Change-11,658 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 10,894

Change-10,894 (-100%)

Value—

Wills Financial Group LLC

N/A

Shares— from 10,830

Change-10,830 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,673

Change-10,673 (-100%)

Value—

&partners

N/A

Shares— from 10,429

Change-10,429 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,221

Change-10,221 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 10,092

Change-10,092 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 10,018

Change-10,018 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,251

Change-9,251 (-100%)

Value—

Oxford Asset Management LLP

N/A

Shares— from 9,076

Change-9,076 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 8,852

Change-8,852 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 8,555

Change-8,555 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 8,451

Change-8,451 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 8,139

Change-8,139 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 8,036

Change-8,036 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,813

Change-6,813 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 6,686

Change-6,686 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 6,519

Change-6,519 (-100%)

Value—

New Republic Capital, LLC

N/A

Shares— from 6,453

Change-6,453 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 6,245

Change-6,245 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,752

Change-5,752 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 5,678

Change-5,678 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 5,670

Change-5,670 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,655

Change-5,655 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 5,612

Change-5,612 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,560

Change-5,560 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 4,883

Change-4,883 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 2,316

Change-2,316 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,266

Change-2,266 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,655

Change-1,655 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,588

Change-1,588 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,418

Change-1,418 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,405

Change-1,405 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,167

Change-1,167 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 902

Change-902 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 622

Change-622 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 618

Change-618 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 549

Change-549 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 457

Change-457 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 288

Change-288 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 226

Change-226 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 121

Change-121 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 116

Change-116 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 82

Change-82 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 78

Change-78 (-100%)

Value—

Quarry LP

N/A

Shares— from 41

Change-41 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 16

Change-16 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	4,855,132	4,532,246	+322,886	+7%	$164.2M	$173.1M	+$8.8M	2026-11-04
Geode Capital Management, LLC	DECREASED	2,323,902	2,331,521	-7,619	0%	$84.5M	$82.9M	-$1.6M	2026-11-06
Bank of New York Mellon Corp	INCREASED	545,962	536,108	+9,854	+2%	$19.4M	$19.5M	+$35.0K	2026-11-05
Lightrock Netherlands B.V.	DECREASED	324,794	329,794	-5,000	-2%	$12.0M	$11.6M	-$372.8K	2026-11-06
Patriot Financial Partners GP II, L.P.	DECREASED	321,404	1,021,404	-700,000	-69%	$37.0M	$11.5M	-$25.6M	2026-11-04
Endeavour Capital Advisors Inc	INCREASED	298,389	273,028	+25,361	+9%	$9.9M	$10.6M	+$743.0K	2026-11-06
Russell Investments Group, Ltd.	DECREASED	263,783	330,774	-66,991	-20%	$12.0M	$9.4M	-$2.6M	2026-11-06
Towne Trust Company, N.a	DECREASED	195,843	201,874	-6,031	-3%	$7.3M	$7.0M	-$334.1K	2026-10-28
Creative Planning	INCREASED	184,939	54,059	+130,880	+242%	$2.0M	$6.6M	+$4.6M	2026-11-02
Clearstead Advisors, LLC	DECREASED	145,757	152,743	-6,986	-5%	$5.5M	$5.2M	-$339.2K	2026-11-06
MBL Wealth, LLC	DECREASED	107,771	142,128	-34,357	-24%	$5.2M	$3.8M	-$1.3M	2026-10-22
Davenport & Co LLC	INCREASED	106,794	104,576	+2,218	+2%	$3.8M	$3.8M	+$17.4K	2026-10-14
Deprince Race & Zollo Inc	DECREASED	100,291	142,404	-42,113	-30%	$5.2M	$3.6M	-$1.6M	2026-10-13
Deutsche Bank Ag\	DECREASED	89,468	95,239	-5,771	-6%	$3.5M	$3.2M	-$261.9K	2026-11-06
Barclays PLC	INCREASED	80,375	27,578	+52,797	+191%	$999.4K	$2.9M	+$1.9M	2026-11-06
Concurrent Investment Advisors, LLC	DECREASED	79,209	84,612	-5,403	-6%	$3.1M	$2.8M	-$242.5K	2026-10-16
Nuance Investments, LLC	DECREASED	75,383	85,643	-10,260	-12%	$3.1M	$2.7M	-$416.3K	2026-11-06
Truist Financial Corp	DECREASED	72,918	72,969	-51	0%	$2.6M	$2.6M	-$44.9K	2026-10-30
Citigroup Inc	DECREASED	62,903	94,322	-31,419	-33%	$3.4M	$2.2M	-$1.2M	2026-11-04
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	56,415	56,415	0	0%	$2.0M	$2.0M	-$33.3K	2026-10-27
Verity Asset Management, Inc.	INCREASED	52,546	52,479	+67	+0%	$1.9M	$1.9M	-$28.6K	2026-10-30
Apella Capital, LLC	INCREASED	50,280	50,081	+199	+0%	$1.8M	$1.8M	-$47.1K	2026-10-08
State of New Jersey Common Pension Fund D	DECREASED	45,942	56,882	-10,940	-19%	$2.1M	$1.6M	-$423.6K	2026-11-05
Financial Security Advisor, Inc.	DECREASED	45,639	48,258	-2,619	-5%	$1.8M	$1.6M	-$124.0K	2026-11-03
Salzhauer Michael	DECREASED	42,121	47,121	-5,000	-11%	$1.7M	$1.5M	-$206.1K	2026-10-28
Equitable Trust Co	UNCHANGED	37,504	37,504	0	0%	$1.4M	$1.3M	-$22.1K	2026-10-13
Choreo, LLC	INCREASED	37,203	36,811	+392	+1%	$1.3M	$1.3M	-$7.7K	2026-10-28
HUB Investment Partners, LLC	INCREASED	35,229	31,406	+3,823	+12%	$1.1M	$1.3M	+$117.8K	2026-11-03
Old North State Wealth Management, LLC	DECREASED	33,826	36,284	-2,458	-7%	$1.3M	$1.2M	-$109.0K	2026-10-22
Bay Capital Advisors, LLC	UNCHANGED	33,760	33,760	0	0%	$1.2M	$1.2M	-$19.9K	2026-10-16
LPL Financial LLC	DECREASED	33,393	34,075	-682	-2%	$1.2M	$1.2M	-$44.4K	2026-11-06
Motley Fool Asset Management LLC	DECREASED	32,419	33,431	-1,012	-3%	$1.2M	$1.2M	-$55.8K	2026-10-27
Harbor Capital Advisors, Inc.	INCREASED	29,611	28,759	+852	+3%	$1.0M	$1.1K	-$1.0M	2026-10-22
Three Magnolias Financial Advisors, LLC	NEW	28,190	—	+28,190	—	—	$1.0M	—	2026-10-14
Live Oak Private Wealth LLC	DECREASED	27,633	28,777	-1,144	-4%	$1.0M	$985.1K	-$57.8K	2026-11-02
Kanawha Capital Management LLC	UNCHANGED	27,373	27,373	0	0%	$992.0K	$975.8K	-$16.2K	2026-10-19
Arizona State Retirement System	INCREASED	25,329	24,165	+1,164	+5%	$875.7K	$903.0K	+$27.2K	2026-11-03
Compton Wealth Advisory Group, LLC	UNCHANGED	25,092	25,092	0	0%	$920.6K	$900.1K	-$20.6K	2026-10-13
Laurel Wealth Advisors LLC	INCREASED	24,376	24,373	+3	+0%	$883.3K	$869.0K	-$14.3K	2026-10-27
Level Four Advisory Services, LLC	INCREASED	22,617	22,537	+80	+0%	$816.7K	$806.3K	-$10.4K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	21,426	13,849	+7,577	+55%	$495.8K	$755.7K	+$259.9K	2026-10-13
Keybank National Association	INCREASED	21,230	18,015	+3,215	+18%	$652.9K	$756.9K	+$104.0K	2026-11-04
US Bancorp \de\	INCREASED	19,353	19,252	+101	+1%	$697.7K	$689.9K	-$7.8K	2026-11-05
Allworth Financial LP	INCREASED	18,106	18,032	+74	+0%	$653.5K	$656.2K	+$2.7K	2026-11-06
Inspire Investing, LLC	DECREASED	17,948	18,732	-784	-4%	$678.8K	$639.8K	-$39.0K	2026-10-22
O'Brien Greene & Co. Inc	UNCHANGED	16,042	16,042	0	0%	$581.4K	$571.9K	-$9.5K	2026-11-05
Alps Advisors Inc	NEW	15,540	—	+15,540	—	—	$554.0K	—	2026-11-03
Quadrant Capital Group LLC	UNCHANGED	15,342	15,342	0	0%	$556.0K	$535.7K	-$20.3K	2026-10-20
Commonwealth Equity Services, LLC	DECREASED	15,277	15,571	-294	-2%	$564.3K	$544.6K	-$19.7K	2026-11-02
XML Financial, LLC	UNCHANGED	15,055	15,055	0	0%	$545.6K	$536.7K	-$8.9K	2026-10-29
Strs Ohio	NEW	13,900	—	+13,900	—	—	$495.5K	—	2026-10-30
Cambridge Investment Research Advisors, Inc.	UNCHANGED	13,708	13,708	0	0%	$497.0K	$489	-$496.5K	2026-11-02
Redmond Asset Management, LLC	UNCHANGED	13,607	13,607	0	0%	$493.1K	$485.1K	-$8.0K	2026-10-27
Princeton Capital Management LLC	UNCHANGED	12,944	12,944	0	0%	$469.1K	$461.5K	-$7.6K	2026-10-27
Pictet Asset Management Holding SA	UNCHANGED	12,912	12,912	0	0%	$467.9K	$460.3K	-$7.6K	2026-11-03
Wagner Wealth Management, LLC	UNCHANGED	12,681	12,681	0	0%	$459.6K	$452.1K	-$7.5K	2026-10-21
First Citizens Bank & Trust Co	UNCHANGED	12,147	12,147	0	0%	$440.2K	$433.0K	-$7.2K	2026-10-14
Cordgrass Capital Advisors, LLC	INCREASED	12,065	12,031	+34	+0%	$436.0K	$430.1K	-$5.9K	2026-10-30
ProShare Advisors LLC	DECREASED	11,115	11,594	-479	-4%	$420.2K	$396.2K	-$23.9K	2026-10-29
Ellsworth Advisors, LLC	UNCHANGED	10,842	10,842	0	0%	$391.4K	$386.5K	-$4.9K	2026-10-15
BCS Wealth Management	UNCHANGED	10,620	10,620	0	0%	$384.9K	$378.6K	-$6.3K	2026-11-03
Collaborative Wealth Managment Inc.	UNCHANGED	9,725	9,725	0	0%	$352.4K	$346.7K	-$5.7K	2026-11-06
MTM Investment Management, LLC	INCREASED	9,359	6,969	+2,390	+34%	$252.6K	$333.6K	+$81.1K	2026-10-30
Xponance LLC	DECREASED	8,800	9,086	-286	-3%	$329.3K	$313.7K	-$15.6K	2026-11-03
Kestra Private Wealth Services, LLC	NEW	8,660	—	+8,660	—	—	$308.7K	—	2026-11-06
Ascent Group, LLC	DECREASED	8,651	13,913	-5,262	-38%	$504.2K	$308.4K	-$195.8K	2026-10-30
Mcrae Capital Management Inc	UNCHANGED	8,574	8,574	0	0%	$310.7K	$305.7K	-$5.1K	2026-10-15
Tull Financial Group, Inc.	INCREASED	8,343	6,791	+1,552	+23%	$246.1K	$297.4K	+$51.3K	2026-11-05
Biltmore Family Office, LLC	UNCHANGED	7,000	7,000	0	0%	$255.6K	$251.5K	-$4.1K	2026-11-03
Signature Estate & Investment Advisors LLC	UNCHANGED	6,727	6,727	0	0%	$243.8K	$239.8K	-$4.0K	2026-10-13
Aldebaran Financial Inc.	UNCHANGED	6,000	6,000	0	0%	$217.4K	$213.9K	-$3.5K	2026-11-06
Abel Hall, LLC	DECREASED	5,800	5,804	-4	0%	$210.3K	$206.8K	-$3.6K	2026-10-19
Virginia Retirement Systems ET Al	UNCHANGED	5,800	5,800	0	0%	$210.2K	$206.8K	-$3.4K	2026-10-28
Beese Fulmer Investment Management, Inc.	DECREASED	5,686	5,723	-37	-1%	$207.4K	$204.3K	-$3.1K	2026-10-23
PNC Financial Services Group, Inc.	INCREASED	5,053	4,753	+300	+6%	$172.2K	$180.1K	+$7.9K	2026-11-06
Evermay Wealth Management LLC	UNCHANGED	5,000	5,000	0	0%	$182.6K	$179.7K	-$3.0K	2026-11-05
American Capital Advisory, LLC	DECREASED	4,080	6,755	-2,675	-40%	$244.8K	$145.5K	-$99.4K	2026-10-28
1620 Investment Advisors, Inc.	INCREASED	3,934	3,695	+239	+6%	$133.9K	$140.2K	+$6.3K	2026-11-04
State of Alaska, Department of Revenue	INCREASED	3,651	3,116	+535	+17%	$112.0K	$130	-$111.9K	2026-10-15
Eastern Bank	UNCHANGED	3,320	3,320	0	0%	$120.3K	$118.4K	-$2.0K	2026-10-05
Nisa Investment Advisors, LLC	INCREASED	3,290	2,855	+435	+15%	$104.3K	$118.2K	+$13.9K	2026-10-20
KBC Group NV	UNCHANGED	2,939	2,939	0	0%	$107.0K	$105	-$106.9K	2026-10-22
Fifth Third Bancorp	INCREASED	2,920	2,401	+519	+22%	$87.0K	$104.1K	+$17.1K	2026-11-05
Signaturefd, LLC	INCREASED	2,856	2,231	+625	+28%	$80.9K	$101.8K	+$21.0K	2026-10-23
Sterling Capital Management LLC	DECREASED	1,734	1,785	-51	-3%	$64.7K	$61.8K	-$2.9K	2026-10-22
West Paces Advisors Inc.	UNCHANGED	1,690	1,690	0	0%	$61.2K	$60.2K	-$997	2026-10-13
Nykredit A/S	UNCHANGED	1,241	1,241	0	0%	$45.0K	$44.2K	-$732	2026-11-06
Private Trust Co NA	UNCHANGED	1,169	1,169	0	0%	$42.4K	$41.7K	-$690	2026-10-20
Farther Finance Advisors, LLC	INCREASED	990	565	+425	+75%	$20.5K	$35.3K	+$14.8K	2026-10-08
Versant Capital Management, Inc	INCREASED	966	897	+69	+8%	$32.5K	$34.4K	+$1.9K	2026-10-02
Covestor Ltd	INCREASED	952	649	+303	+47%	$23	$34	+$11	2026-10-30
CrossGen Wealth, LLC	UNCHANGED	928	928	0	0%	$33.6K	$33.1K	-$548	2026-10-30
Eurizon Capital SGR S.p.A.	NEW	797	—	+797	—	—	$28.6K	—	2026-11-06
Jacobi Capital Management LLC	NEW	652	—	+652	—	—	$23.2K	—	2026-11-05
Root Financial Partners, LLC	NEW	470	—	+470	—	—	$16.8K	—	2026-10-21
Gamma Investing LLC	INCREASED	463	312	+151	+48%	$11.3K	$16.5K	+$5.2K	2026-10-08
Parallel Advisors, LLC	UNCHANGED	424	424	0	0%	$15.4K	$15.1K	-$250	2026-11-03
SJS Investment Consulting Inc.	INCREASED	346	114	+232	+204%	$4.1K	$12.3K	+$8.2K	2026-10-26
United Community Bank	NEW	318	—	+318	—	—	$11.3K	—	2026-10-28
IFP Advisors, Inc	INCREASED	318	303	+15	+5%	$11.0K	$11.3K	+$356	2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	313	313	0	0%	$11.3K	$11.2K	-$185	2026-11-05
City State Bank	UNCHANGED	300	300	0	0%	$10.9K	$10.7K	-$177	2026-10-20
Godsey & Gibb, Inc	UNCHANGED	283	283	0	0%	$10.3K	$10.1K	-$167	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	252	252	0	0%	$9.1K	$9.0K	-$148	2026-10-27
Daytona Street Capital LLC	UNCHANGED	249	249	0	0%	$8.9K	$8.9K	+$26	2026-10-15
EverSource Wealth Advisors, LLC	INCREASED	213	119	+94	+79%	$4.3K	$7.6K	+$3.3K	2026-11-04
Ares Financial Consulting, LLC	UNCHANGED	128	128	0	0%	$4.6K	$4.6K	-$76	2026-10-19
Costello Asset Management, Inc	INCREASED	122	121	+1	+1%	$4.4K	$4.3K	-$38	2026-10-30
Fortitude Family Office, LLC	INCREASED	116	43	+73	+170%	$1.6K	$4.1K	+$2.6K	2026-10-14
Essential Partners LLC	INCREASED	103	83	+20	+24%	$3.0K	$3.7K	+$664	2026-10-14
Parkside Financial Bank & Trust	NEW	90	—	+90	—	—	$3.2K	—	2026-10-27
Rossby Financial, LCC	UNCHANGED	84	84	0	0%	$3.0K	$3.0K	-$49	2026-11-05
Blue Trust, Inc.	NEW	73	—	+73	—	—	$2.6K	—	2026-10-15
Ascentis Wealth Management, LLC	NEW	62	—	+62	—	—	$2.2K	—	2026-11-03
Assetmark, Inc	UNCHANGED	59	59	0	0%	$2.1K	$2.1K	-$35	2026-10-21
Clark Wealth Partners	NEW	52	—	+52	—	—	$1.9K	—	2026-10-19
Creative Capital Management Investments LLC	INCREASED	52	22	+30	+136%	$797	$1.9K	+$1.1K	2026-10-28
JFS Wealth Advisors, LLC	UNCHANGED	50	50	0	0%	$1.8K	$1.8K	-$27	2026-11-03
Bare Financial Services, Inc	UNCHANGED	44	44	0	0%	$1.6K	$1.6K	-$25	2026-11-04
TD Private Client Wealth LLC	NEW	25	—	+25	—	—	$891	—	2026-10-28
MassMutual Private Wealth & Trust, FSB	UNCHANGED	23	23	0	0%	$834	$820	-$14	2026-10-05
True Wealth Design, LLC	UNCHANGED	22	22	0	0%	$798	$785	-$13	2026-10-13
Bay Harbor Wealth Management, LLC	INCREASED	16	8	+8	+100%	$290	$575	+$285	2026-11-03
Meriwether Wealth & Planning, LLC	NEW	12	—	+12	—	—	$428	—	2026-10-13
DiNuzzo Private Wealth, Inc.	UNCHANGED	12	12	0	0%	$435	$428	-$7	2026-10-16
Zions Bancorporation, National Association	NEW	11	—	+11	—	—	$392	—	2026-11-06
GK Wealth Management LLC	NEW	4	—	+4	—	—	$142	—	2026-10-09
Hughes Financial Services, LLC	INCREASED	2	1	+1	+100%	$36	$73	+$37	2026-10-30
DecisionPoint Financial, LLC	UNCHANGED	2	2	0	0%	$74	$72	-$2	2026-10-27
RHL Group, LLC	NEW	1	—	+1	—	—	$36	—	2026-11-04
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$37	$36	-$1	2026-10-15
Y-Intercept (Hong Kong) Ltd	CLOSED	0	28,414	-28,414	-100%	$1.0M	$0	-$1.0M	2026-10-16
Thrivent Financial for Lutherans	CLOSED	0	22,746	-22,746	-100%	$824.0K	$0	-$824.0K	2026-11-05
SummerHaven Investment Management, LLC	CLOSED	0	20,413	-20,413	-100%	$739.8K	$0	-$739.8K	2026-10-19
Arbor Investment Advisors, LLC	CLOSED	0	17,462	-17,462	-100%	$632.8K	$0	-$632.8K	2026-10-26
Teza Capital Management LLC	CLOSED	0	9,402	-9,402	-100%	$340.7K	$0	-$340.7K	2026-10-23
Legacy Wealth Asset Management, LLC	CLOSED	0	5,760	-5,760	-100%	$208.7K	$0	-$208.7K	2026-10-09
Salem Investment Counselors Inc	CLOSED	0	1,000	-1,000	-100%	$36.6K	$0	-$36.6K	2026-10-13
Caitong International Asset Management Co., Ltd	CLOSED	0	7	-7	-100%	$254	$0	-$254	2026-10-29
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	6,834,018	-6,834,018	-100%	$247.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,877,730	-4,877,730	-100%	$176.8M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	4,781,911	-4,781,911	-100%	$173.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,914,940	-3,914,940	-100%	$141.9M	—	—	—
State Street Corp	N/A	—	3,470,767	-3,470,767	-100%	$126.7M	—	—	—
Victory Capital Management Inc	N/A	—	1,939,243	-1,939,243	-100%	$70.3M	—	—	—
Jupiter Topco LLC	N/A	—	1,584,847	-1,584,847	-100%	$57.4M	—	—	—
Brown Advisory Inc	N/A	—	1,535,126	-1,535,126	-100%	$55.6M	—	—	—
Capital International Investors	N/A	—	1,141,411	-1,141,411	-100%	$41.4M	—	—	—
FJ Capital Management LLC	N/A	—	1,008,071	-1,008,071	-100%	$36.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	939,969	-939,969	-100%	$34.1M	—	—	—
Northern Trust Corp	N/A	—	831,598	-831,598	-100%	$30.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	773,211	-773,211	-100%	$28.0M	—	—	—
Royce & Associates LP	N/A	—	712,656	-712,656	-100%	$25.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	574,450	-574,450	-100%	$20.8M	—	—	—
Ameriprise Financial Inc	N/A	—	541,596	-541,596	-100%	$19.6M	—	—	—
Citadel Advisors LLC	N/A	—	533,206	-533,206	-100%	$19.3M	—	—	—
Bank of America Corp	N/A	—	502,750	-502,750	-100%	$18.2M	—	—	—
Renaissance Technologies LLC	N/A	—	462,819	-462,819	-100%	$16.8M	—	—	—
Morgan Stanley	N/A	—	430,211	-430,211	-100%	$15.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	374,162	-374,162	-100%	$13.6M	—	—	—
Captrust Financial Advisors	N/A	—	331,228	-331,228	-100%	$12.0M	—	—	—
American Century Companies Inc	N/A	—	325,245	-325,245	-100%	$11.8M	—	—	—
Rhino Investment Partners, Inc	N/A	—	305,662	-305,662	-100%	$11.1M	—	—	—
AQR Capital Management LLC	N/A	—	296,529	-296,529	-100%	$10.7M	—	—	—
Raymond James Financial Inc	N/A	—	287,388	-287,388	-100%	$10.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	257,515	-257,515	-100%	$9.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	240,366	-240,366	-100%	$8.7M	—	—	—
FMR LLC	N/A	—	237,360	-237,360	-100%	$8.6M	—	—	—
JPMorgan Chase & Co	N/A	—	187,351	-187,351	-100%	$6.9M	—	—	—
Nuveen, LLC	N/A	—	183,259	-183,259	-100%	$6.6M	—	—	—
Swiss National Bank	N/A	—	175,815	-175,815	-100%	$6.4M	—	—	—
Bridgewater Associates, LP	N/A	—	163,477	-163,477	-100%	$5.9M	—	—	—
Systematic Financial Management LP	N/A	—	157,155	-157,155	-100%	$5.7M	—	—	—
Marshall Wace, LLP	N/A	—	147,798	-147,798	-100%	$5.4M	—	—	—
De Lisle Partners LLP	N/A	—	144,341	-144,341	-100%	$5.2M	—	—	—
Alliancebernstein L.P.	N/A	—	140,712	-140,712	-100%	$4.7M	—	—	—
Maltese Capital Management LLC	N/A	—	137,500	-137,500	-100%	$5.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	129,453	-129,453	-100%	$4.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	123,488	-123,488	-100%	$4.5M	—	—	—
Rhumbline Advisers	N/A	—	121,842	-121,842	-100%	$4.4M	—	—	—
Cerity Partners LLC	N/A	—	120,898	-120,898	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	111,923	-111,923	-100%	$4.1M	—	—	—
UBS Group AG	N/A	—	107,212	-107,212	-100%	$3.9M	—	—	—
Invesco Ltd.	N/A	—	106,791	-106,791	-100%	$3.9M	—	—	—
Millennium Management LLC	N/A	—	104,000	-104,000	-100%	$3.8M	—	—	—
California State Teachers Retirement System	N/A	—	103,540	-103,540	-100%	$3.8M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	100,399	-100,399	-100%	$3.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	93,789	-93,789	-100%	$3.4M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	90,078	-90,078	-100%	$3.3M	—	—	—
Franklin Resources Inc	N/A	—	86,599	-86,599	-100%	$3.1M	—	—	—
SEI Investments Co	N/A	—	83,347	-83,347	-100%	$3.0M	—	—	—
Trexquant Investment LP	N/A	—	82,716	-82,716	-100%	$3.0M	—	—	—
Legal & General Group Plc	N/A	—	82,499	-82,499	-100%	$3.0M	—	—	—
Jain Global LLC	N/A	—	79,231	-79,231	-100%	$2.9M	—	—	—
First Trust Advisors LP	N/A	—	76,511	-76,511	-100%	$2.8M	—	—	—
Quantinno Capital Management LP	N/A	—	74,408	-74,408	-100%	$2.7M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	73,490	-73,490	-100%	$2.7M	—	—	—
Guggenheim Capital LLC	N/A	—	68,973	-68,973	-100%	$2.5M	—	—	—
Squarepoint Ops LLC	N/A	—	64,597	-64,597	-100%	$2.3M	—	—	—
Panagora Asset Management Inc	N/A	—	62,698	-62,698	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	57,689	-57,689	-100%	$2.1M	—	—	—
Atom Investors LP	N/A	—	56,788	-56,788	-100%	$2.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	53,273	-53,273	-100%	$1.9M	—	—	—
Vident Advisory, LLC	N/A	—	52,439	-52,439	-100%	$1.9M	—	—	—
MetLife Investment Management, LLC	N/A	—	51,522	-51,522	-100%	$1.9M	—	—	—
Bayview Asset Management, LLC	N/A	—	50,000	-50,000	-100%	$1.8M	—	—	—
Focus Partners Wealth	N/A	—	49,166	-49,166	-100%	$1.8M	—	—	—
Numerai GP LLC	N/A	—	47,920	-47,920	-100%	$1.7M	—	—	—
Holocene Advisors, LP	N/A	—	47,470	-47,470	-100%	$1.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	46,585	-46,585	-100%	$1.7M	—	—	—
Rafferty Asset Management, LLC	N/A	—	45,922	-45,922	-100%	$1.7M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	41,867	-41,867	-100%	$1.5M	—	—	—
Dark Forest Capital Management LP	N/A	—	41,764	-41,764	-100%	$1.5M	—	—	—
Banc Funds Co LLC	N/A	—	40,804	-40,804	-100%	$1.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	40,600	-40,600	-100%	$1.5M	—	—	—
Two Sigma Investments, LP	N/A	—	40,103	-40,103	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	36,981	-36,981	-100%	$1.3M	—	—	—
Graham Capital Management, L.P.	N/A	—	35,502	-35,502	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	34,582	-34,582	-100%	$1.3M	—	—	—
Peak Planning Group, LLC	N/A	—	33,081	-33,081	-100%	$1.2M	—	—	—
Fieldview Capital Management, LLC	N/A	—	32,136	-32,136	-100%	$1.2M	—	—	—
Jump Financial, LLC	N/A	—	31,461	-31,461	-100%	$1.1M	—	—	—
New York State Common Retirement Fund	N/A	—	31,154	-31,154	-100%	$1.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	29,443	-29,443	-100%	$1.1M	—	—	—
MML Investors Services, LLC	N/A	—	28,330	-28,330	-100%	$1.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	26,178	-26,178	-100%	$948.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	26,115	-26,115	-100%	$946.4K	—	—	—
Cary Street Partners Financial LLC	N/A	—	24,799	-24,799	-100%	$898.7K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	24,269	-24,269	-100%	$879.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	23,083	-23,083	-100%	$836.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	21,189	-21,189	-100%	$767.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	21,129	-21,129	-100%	$765.7K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	20,928	-20,928	-100%	$758.4K	—	—	—
Vista Investment Management	N/A	—	20,264	-20,264	-100%	$734.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	20,043	-20,043	-100%	$726.4K	—	—	—
Handelsbanken Fonder AB	N/A	—	19,688	-19,688	-100%	$713	—	—	—
Federated Hermes, Inc.	N/A	—	19,330	-19,330	-100%	$700.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	19,300	-19,300	-100%	$704.0K	—	—	—
Intech Investment Management LLC	N/A	—	19,010	-19,010	-100%	$688.9K	—	—	—
QRG Capital Management, Inc.	N/A	—	18,889	-18,889	-100%	$684.5K	—	—	—
Royal Bank of Canada	N/A	—	18,308	-18,308	-100%	$664.0K	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	18,285	-18,285	-100%	$662.6K	—	—	—
Bay Rivers Group	N/A	—	17,527	-17,527	-100%	$635.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	17,406	-17,406	-100%	$630.8K	—	—	—
Clark Capital Management Group, Inc.	N/A	—	17,405	-17,405	-100%	$630.8K	—	—	—
Novare Capital Management LLC	N/A	—	16,500	-16,500	-100%	$598.0K	—	—	—
London Co of Virginia	N/A	—	16,369	-16,369	-100%	$593.2K	—	—	—
Voya Investment Management LLC	N/A	—	16,295	-16,295	-100%	$590.5K	—	—	—
First Western Trust Bank	N/A	—	15,038	-15,038	-100%	$545.0K	—	—	—
Prudential Financial Inc	N/A	—	14,641	-14,641	-100%	$530.6K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	14,500	-14,500	-100%	$525.5K	—	—	—
Stifel Financial Corp	N/A	—	13,206	-13,206	-100%	$478.6K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	13,100	-13,100	-100%	$474.7K	—	—	—
Canada Life Assurance Co	N/A	—	12,952	-12,952	-100%	$469.0K	—	—	—
IEQ Capital, LLC	N/A	—	12,795	-12,795	-100%	$463.7K	—	—	—
State of Wisconsin Investment Board	N/A	—	11,723	-11,723	-100%	$424.8K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	11,658	-11,658	-100%	$422.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	10,894	-10,894	-100%	$394.8K	—	—	—
Wills Financial Group LLC	N/A	—	10,830	-10,830	-100%	$392.5K	—	—	—
XTX Topco Ltd	N/A	—	10,673	-10,673	-100%	$386.8K	—	—	—
&partners	N/A	—	10,429	-10,429	-100%	$377.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,221	-10,221	-100%	$370.4K	—	—	—
DRW Securities, LLC	N/A	—	10,092	-10,092	-100%	$365.7K	—	—	—
SG Americas Securities, LLC	N/A	—	10,018	-10,018	-100%	$363.0K	—	—	—
Mariner, LLC	N/A	—	9,251	-9,251	-100%	$335.3K	—	—	—
Oxford Asset Management LLP	N/A	—	9,076	-9,076	-100%	$328.9K	—	—	—
RED Reef Advisors LLC	N/A	—	8,852	-8,852	-100%	$320.8K	—	—	—
Freestone Grove Partners LP	N/A	—	8,555	-8,555	-100%	$310.0K	—	—	—
Entropy Technologies, LP	N/A	—	8,451	-8,451	-100%	$306.3K	—	—	—
Odyssean, LLC	N/A	—	8,139	-8,139	-100%	$295.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	8,036	-8,036	-100%	$291.2K	—	—	—
Neuberger Berman Group LLC	N/A	—	6,813	-6,813	-100%	$246.9K	—	—	—
Voloridge Investment Management, LLC	N/A	—	6,686	-6,686	-100%	$242.3K	—	—	—
Martingale Asset Management L P	N/A	—	6,519	-6,519	-100%	$236.2K	—	—	—
New Republic Capital, LLC	N/A	—	6,453	-6,453	-100%	$235.7K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	6,245	-6,245	-100%	$226.3K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,752	-5,752	-100%	$208.5K	—	—	—
AXQ Capital, LP	N/A	—	5,678	-5,678	-100%	$205.8K	—	—	—
Gabelli Funds LLC	N/A	—	5,670	-5,670	-100%	$205.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,655	-5,655	-100%	$204.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	5,612	-5,612	-100%	$203.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,560	-5,560	-100%	$201.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	4,883	-4,883	-100%	$176.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,500	-3,500	-100%	$126.8K	—	—	—
SouthState Bank Corp	N/A	—	2,316	-2,316	-100%	$83.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,266	-2,266	-100%	$82.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,655	-1,655	-100%	$60.0K	—	—	—
Arax Advisory Partners	N/A	—	1,588	-1,588	-100%	$57.6K	—	—	—
IFG Advisory, LLC	N/A	—	1,418	-1,418	-100%	$51.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,405	-1,405	-100%	$51.1K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,167	-1,167	-100%	$42.3K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	902	-902	-100%	$32.7K	—	—	—
Abound Financial, LLC	N/A	—	800	-800	-100%	$29.0K	—	—	—
Optiver Holding B.V.	N/A	—	622	-622	-100%	$22.5K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	618	-618	-100%	$22.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	549	-549	-100%	$19.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	457	-457	-100%	$16.6K	—	—	—
Rothschild Investment LLC	N/A	—	288	-288	-100%	$10.4K	—	—	—
Huntington National Bank	N/A	—	226	-226	-100%	$8.2K	—	—	—
Dogwood Wealth Management LLC	N/A	—	121	-121	-100%	$4.4K	—	—	—
Heritage Wealth Advisors	N/A	—	116	-116	-100%	$4.2K	—	—	—
CVA Family Office, LLC	N/A	—	84	-84	-100%	$3.0K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	82	-82	-100%	$3.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	78	-78	-100%	$2.8K	—	—	—
Quarry LP	N/A	—	41	-41	-100%	$1.5K	—	—	—
Rialto Wealth Management, LLC	N/A	—	21	-21	-100%	$762	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	18	-18	-100%	$652	—	—	—
SHP Wealth Management	N/A	—	16	-16	-100%	$580	—	—	—
Anchor Investment Management, LLC	N/A	—	15	-15	-100%	$544	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	8	-8	-100%	$290	—	—	—
HFM Investment Advisors, LLC	N/A	—	8	-8	-100%	$290	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	7	-7	-100%	$255	—	—	—
LRI Investments, LLC	N/A	—	4	-4	-100%	$145	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$52	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$36	—	—	—

Showing 316 of 316 institutions