Transmedics Group Inc (TMDX)

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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Geode Capital Management, LLC

DECREASED

Shares888,690 from 894,913

Change-6,223 (-1%)

Value$74.2M (+$14.7M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares627,984 from 610,107

Change+17,877 (+3%)

Value$52.4M (+$11.9M)

Filed 2026-11-04

Principal Financial Group Inc

INCREASED

Shares372,534 from 240,867

Change+131,667 (+55%)

Value$31.1M (+$15.1M)

Filed 2026-11-02

Wasatch Advisors LP

INCREASED

Shares333,162 from 308,434

Change+24,728 (+8%)

Value$27.8M (+$7.3M)

Filed 2026-10-13

Barclays PLC

INCREASED

Shares332,599 from 237,615

Change+94,984 (+40%)

Value$27.8M (+$12.0M)

Filed 2026-11-06

Zevenbergen Capital Investments LLC

DECREASED

Shares267,282 from 308,391

Change-41,109 (-13%)

Value$22.3M (+$1.8M)

Filed 2026-10-08

Congress Asset Management Co

INCREASED

Shares252,952 from 227,834

Change+25,118 (+11%)

Value$21.1M (+$6.0M)

Filed 2026-10-06

Deutsche Bank Ag\

INCREASED

Shares221,570 from 217,031

Change+4,539 (+2%)

Value$18.5M (+$4.1M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares191,672 from 193,752

Change-2,080 (-1%)

Value$16.0M (+$3.1M)

Filed 2026-11-05

Trek Financial, LLC

NEW

Shares143,667

Change+143,667

Value$12.0M

Filed 2026-10-29

Oppenheimer & Co Inc

DECREASED

Shares107,041 from 110,752

Change-3,711 (-3%)

Value$8.9M (+$1.6M)

Filed 2026-10-26

Citigroup Inc

DECREASED

Shares102,878 from 386,066

Change-283,188 (-73%)

Value$8.6M (-$17.1M)

Filed 2026-11-04

Brown Capital Management LLC

UNCHANGED

Shares89,828 from 89,828

Change0 (0%)

Value$7.5M (+$1.5M)

Filed 2026-10-27

Bastion Asset Management Inc.

DECREASED

Shares55,536 from 79,452

Change-23,916 (-30%)

Value$4.5M (-$621.9K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares44,276 from 42,725

Change+1,551 (+4%)

Value$3.7M (+$857.0K)

Filed 2026-11-06

Jefferies Financial Group Inc.

NEW

Shares43,302

Change+43,302

Value$3.6M

Filed 2026-11-05

Taylor Frigon Capital Management LLC

INCREASED

Shares34,986 from 26,908

Change+8,078 (+30%)

Value$2.9M (+$1.1M)

Filed 2026-10-23

New York State Teachers Retirement System

DECREASED

Shares28,825 from 28,849

Change-24 (0%)

Value$2.4K (-$1.9M)

Filed 2026-10-22

Imc-Chicago, LLC

DECREASED

Shares25,124 from 90,515

Change-65,391 (-72%)

Value$2.1M (-$3.9M)

Filed 2026-11-05

Summit Creek Advisors LLC

DECREASED

Shares23,730 from 26,707

Change-2,977 (-11%)

Value$2.0M (+$206.4K)

Filed 2026-11-03

Perigon Wealth Management, LLC

INCREASED

Shares22,583 from 21,964

Change+619 (+3%)

Value$1.9M (+$425.7K)

Filed 2026-10-22

Thrivent Financial for Lutherans

DECREASED

Shares22,054 from 22,695

Change-641 (-3%)

Value$1.8K (-$1.5M)

Filed 2026-11-05

King Luther Capital Management Corp

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$1.7M (+$340.6K)

Filed 2026-11-05

Diversify Wealth Management, LLC

INCREASED

Shares19,947 from 15,872

Change+4,075 (+26%)

Value$1.5M (+$347.4K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares19,947 from 15,872

Change+4,075 (+26%)

Value$1.5M (+$347.4K)

Filed 2026-10-20

Russell Investments Group, Ltd.

INCREASED

Shares19,612 from 16,401

Change+3,211 (+20%)

Value$1.6M (+$547.3K)

Filed 2026-11-06

Creative Planning

DECREASED

Shares17,854 from 20,955

Change-3,101 (-15%)

Value$1.5M (+$98.1K)

Filed 2026-11-02

Annex Advisory Services, LLC

NEW

Shares17,734

Change+17,734

Value$1.5M

Filed 2026-10-16

Illinois Municipal Retirement Fund

INCREASED

Shares17,453 from 16,246

Change+1,207 (+7%)

Value$1.5M (+$377.4K)

Filed 2026-11-05

Dana Investment Advisors, Inc.

INCREASED

Shares17,180 from 14,218

Change+2,962 (+21%)

Value$1.4M (+$489.3K)

Filed 2026-11-06

D.A. Davidson & Co.

INCREASED

Shares16,060 from 15,832

Change+228 (+1%)

Value$1.3M (+$288.6K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares15,976 from 16,456

Change-480 (-3%)

Value$1.3K (-$1.1M)

Filed 2026-11-02

KBC Group NV

DECREASED

Shares15,526 from 15,970

Change-444 (-3%)

Value$1.3K (-$1.1M)

Filed 2026-10-22

Strong Tower Advisory Services

INCREASED

Shares15,477 from 15,160

Change+317 (+2%)

Value$1.3M (+$284.6K)

Filed 2026-10-13

Louisiana State Employees Retirement System

DECREASED

Shares14,800 from 15,100

Change-300 (-2%)

Value$1.2M (+$232.1K)

Filed 2026-10-20

HB Wealth Management, LLC

DECREASED

Shares14,447 from 15,062

Change-615 (-4%)

Value$1.2M (+$205.2K)

Filed 2026-10-23

Campbell Newman Asset Management Inc

INCREASED

Shares13,217 from 12,801

Change+416 (+3%)

Value$1.1M (+$252.7K)

Filed 2026-10-22

State of New Jersey Common Pension Fund D

DECREASED

Shares12,910 from 16,334

Change-3,424 (-21%)

Value$1.1M (-$7.6K)

Filed 2026-11-05

Eddie Patel Inc

DECREASED

Shares9,561 from 11,288

Change-1,727 (-15%)

Value$797.9K (+$48.1K)

Filed 2026-11-02

Arizona State Retirement System

INCREASED

Shares9,253 from 8,992

Change+261 (+3%)

Value$772.2K (+$174.9K)

Filed 2026-11-03

Yousif Capital Management, LLC

DECREASED

Shares9,169 from 9,332

Change-163 (-2%)

Value$765.2K (+$145.3K)

Filed 2026-10-22

NLB Skladi, upravljanje premozenja, d.o.o.

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$751.1K (+$153.3K)

Filed 2026-10-22

Amalgamated Bank

DECREASED

Shares8,979 from 9,249

Change-270 (-3%)

Value$749 (-$613.3K)

Filed 2026-10-23

Fifth Third Bancorp

DECREASED

Shares8,842 from 9,350

Change-508 (-5%)

Value$737.8K (+$116.9K)

Filed 2026-11-05

Central Pacific Bank - Trust Division

NEW

Shares8,417

Change+8,417

Value$702.4K

Filed 2026-10-06

Commonwealth Equity Services, LLC

DECREASED

Shares8,196 from 10,074

Change-1,878 (-19%)

Value$684.0K (+$14.8K)

Filed 2026-11-02

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares8,170 from 8,196

Change-26 (0%)

Value$681.8K (+$137.4K)

Filed 2026-11-03

Nisa Investment Advisors, LLC

DECREASED

Shares7,944 from 8,122

Change-178 (-2%)

Value$662.9K (+$123.5K)

Filed 2026-10-20

Maryland State Retirement & Pension System

INCREASED

Shares7,775 from 5,056

Change+2,719 (+54%)

Value$648.8K (+$313.0K)

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares7,748 from 7,848

Change-100 (-1%)

Value$646.6K (+$125.3K)

Filed 2026-10-30

Park Avenue Securities LLC

INCREASED

Shares7,364 from 6,437

Change+927 (+14%)

Value$615 (-$427.4K)

Filed 2026-10-26

Keystone Global Partners, LLC

UNCHANGED

Shares7,200 from 7,200

Change0 (0%)

Value$600.8K (+$122.6K)

Filed 2026-10-13

Catalyst Capital Advisors LLC

DECREASED

Shares7,135 from 13,065

Change-5,930 (-45%)

Value$595.4K (-$272.4K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares6,977 from 6,655

Change+322 (+5%)

Value$548.7K (+$97.1K)

Filed 2026-11-04

Amundi

INCREASED

Shares6,952 from 6,026

Change+926 (+15%)

Value$580.2K (+$179.9K)

Filed 2026-11-06

Sugar Maple Asset Management, LLC

INCREASED

Shares6,660 from 6,000

Change+660 (+11%)

Value$555.8K (+$157.3K)

Filed 2026-10-13

Cornerstone Wealth Management, LLC

DECREASED

Shares6,597 from 6,947

Change-350 (-5%)

Value$550.5K (+$89.1K)

Filed 2026-11-04

Investment Research Partners LLC

INCREASED

Shares6,002 from 5,765

Change+237 (+4%)

Value$500.9K (+$118.0K)

Filed 2026-10-19

Values First Advisors, Inc.

DECREASED

Shares5,989 from 6,126

Change-137 (-2%)

Value$499.8K (+$92.9K)

Filed 2026-10-23

State of Alaska, Department of Revenue

DECREASED

Shares5,826 from 11,382

Change-5,556 (-49%)

Value$486 (-$754.5K)

Filed 2026-10-15

Fulcrum Asset Management LLP

INCREASED

Shares5,622 from 150

Change+5,472 (+3648%)

Value$472.6K (+$462.5K)

Filed 2026-11-04

Plan A Wealth LLC

INCREASED

Shares5,370 from 5,167

Change+203 (+4%)

Value$448.1K (+$104.9K)

Filed 2026-10-08

Pictet Asset Management Holding SA

UNCHANGED

Shares5,266 from 5,266

Change0 (0%)

Value$439.4K (+$89.7K)

Filed 2026-11-03

Gibbs Wealth Management

INCREASED

Shares5,008 from 4,654

Change+354 (+8%)

Value$417.9K (+$108.8K)

Filed 2026-10-22

CFG Wealth Management Services, Inc.

INCREASED

Shares4,987 from 4,689

Change+298 (+6%)

Value$392.2K (-$74.0K)

Filed 2026-10-21

Virginia Retirement Systems ET Al

DECREASED

Shares4,800 from 8,300

Change-3,500 (-42%)

Value$400.6K (-$150.7K)

Filed 2026-10-28

180 Wealth Advisors, LLC

INCREASED

Shares4,745 from 4,157

Change+588 (+14%)

Value$396.0K (+$119.9K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares4,709 from 4,898

Change-189 (-4%)

Value$393.0K (+$67.6K)

Filed 2026-10-29

Kestra Advisory Services, LLC

DECREASED

Shares4,578 from 4,688

Change-110 (-2%)

Value$382.0K (+$70.6K)

Filed 2026-11-02

Atria Investments, Inc

NEW

Shares4,483

Change+4,483

Value$374.1K

Filed 2026-10-15

Abundance Wealth Counselors

DECREASED

Shares4,185 from 4,277

Change-92 (-2%)

Value$349.2K (+$65.2K)

Filed 2026-10-26

Mutual of America Capital Management LLC

DECREASED

Shares3,957 from 3,958

Change-1 (0%)

Value$330.2K (+$67.3K)

Filed 2026-10-23

Portside Wealth Group, LLC

INCREASED

Shares3,840 from 3,599

Change+241 (+7%)

Value$320.4K (+$81.4K)

Filed 2026-10-20

Americana Partners, LLC

UNCHANGED

Shares3,670 from 3,670

Change0 (0%)

Value$306.3K (+$62.5K)

Filed 2026-10-28

Global Assets Advisory, LLC

INCREASED

Shares3,600 from 3,480

Change+120 (+3%)

Value$296.8K (+$56.5K)

Filed 2026-10-28

Abel Hall, LLC

INCREASED

Shares3,451 from 3,203

Change+248 (+8%)

Value$288.0K (+$75.2K)

Filed 2026-10-19

Fiduciary Alliance LLC

INCREASED

Shares3,437 from 3,413

Change+24 (+1%)

Value$286.8K (+$60.1K)

Filed 2026-10-13

Alliance Wealth Advisors, LLC

DECREASED

Shares3,366 from 3,923

Change-557 (-14%)

Value$280.9K (+$20.3K)

Filed 2026-10-28

Xponance LLC

DECREASED

Shares3,282 from 3,401

Change-119 (-3%)

Value$273.9K (+$48.0K)

Filed 2026-11-03

SLT Holdings LLC

DECREASED

Shares3,199 from 4,499

Change-1,300 (-29%)

Value$267.0K (-$31.9K)

Filed 2026-10-15

SBI Securities Co., Ltd.

DECREASED

Shares3,030 from 3,166

Change-136 (-4%)

Value$252.9K (+$42.6K)

Filed 2026-10-22

Allworth Financial LP

INCREASED

Shares2,895 from 2,520

Change+375 (+15%)

Value$192.3K (+$24.9K)

Filed 2026-11-06

Redmond Asset Management, LLC

NEW

Shares2,845

Change+2,845

Value$237.4K

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares2,594 from 988

Change+1,606 (+163%)

Value$216.5K (+$150.8K)

Filed 2026-10-08

Swiss Life Asset Management Ltd

NEW

Shares2,446

Change+2,446

Value$204.1K

Filed 2026-11-03

First Citizens Bank & Trust Co

DECREASED

Shares2,434 from 6,925

Change-4,491 (-65%)

Value$203.1K (-$256.8K)

Filed 2026-10-14

Hager Investment Management Services, LLC

DECREASED

Shares2,152 from 2,603

Change-451 (-17%)

Value$179.6K (+$6.7K)

Filed 2026-11-04

Bank Julius Baer & Co. Ltd, Zurich

DECREASED

Shares1,985 from 2,429

Change-444 (-18%)

Value$166.3K (+$4.1K)

Filed 2026-10-29

Gamma Investing LLC

INCREASED

Shares1,978 from 1,686

Change+292 (+17%)

Value$165.1K (+$53.1K)

Filed 2026-10-08

Putney Financial Group LLC

NEW

Shares1,930

Change+1,930

Value$161.1K

Filed 2026-10-30

PNC Financial Services Group, Inc.

DECREASED

Shares1,861 from 2,655

Change-794 (-30%)

Value$155.3K (-$21.0K)

Filed 2026-11-06

Covestor Ltd

INCREASED

Shares1,825 from 1,725

Change+100 (+6%)

Value$152 (-$114.8K)

Filed 2026-10-30

Generali Investments, Management Co LLC

DECREASED

Shares1,821 from 2,996

Change-1,175 (-39%)

Value$152.0K (-$47.0K)

Filed 2026-10-19

Sterling Capital Management LLC

INCREASED

Shares1,132 from 121

Change+1,011 (+836%)

Value$94.5K (+$86.4K)

Filed 2026-10-22

Financial Perspectives, Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$83.5K (+$17.0K)

Filed 2026-11-03

GK Wealth Management LLC

NEW

Shares922

Change+922

Value$76.9K

Filed 2026-10-09

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares874 from 700

Change+174 (+25%)

Value$72.9K (+$26.4K)

Filed 2026-10-27

Nykredit A/S

DECREASED

Shares804 from 1,719

Change-915 (-53%)

Value$67.1K (-$47.1K)

Filed 2026-11-06

China Universal Asset Management Co., Ltd.

INCREASED

Shares800 from 100

Change+700 (+700%)

Value$67.3K (+$60.6K)

Filed 2026-10-28

Eurizon Capital SGR S.p.A.

UNCHANGED

Shares655 from 655

Change0 (0%)

Value$55.2K (+$11.0K)

Filed 2026-11-06

Central Trust Co

UNCHANGED

Shares550 from 550

Change0 (0%)

Value$45.9K (+$9.4K)

Filed 2026-11-05

Spire Wealth Management

INCREASED

Shares540 from 248

Change+292 (+118%)

Value$45.1K (+$28.6K)

Filed 2026-10-30

US Bancorp \de\

INCREASED

Shares480 from 281

Change+199 (+71%)

Value$40.1K (+$21.4K)

Filed 2026-11-05

Adirondack Trust Co

UNCHANGED

Shares460 from 460

Change0 (0%)

Value$38.4K (+$7.8K)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares433 from 381

Change+52 (+14%)

Value$36.1K (+$10.8K)

Filed 2026-11-04

Toth Financial Advisory Corp

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$33.4K (+$6.8K)

Filed 2026-10-08

Leonteq Securities AG

DECREASED

Shares384 from 987

Change-603 (-61%)

Value$32.0K (-$33.5K)

Filed 2026-10-29

TD Waterhouse Canada Inc.

INCREASED

Shares374 from 351

Change+23 (+7%)

Value$29.4K (+$5.6K)

Filed 2026-10-16

Signaturefd, LLC

DECREASED

Shares303 from 436

Change-133 (-30%)

Value$25.3K (-$3.7K)

Filed 2026-10-23

Byrne Asset Management LLC

NEW

Shares300

Change+300

Value$23.6K

Filed 2026-10-06

IFP Advisors, Inc

DECREASED

Shares300 from 4,652

Change-4,352 (-94%)

Value$25.0K (-$284.0K)

Filed 2026-10-16

North Star Investment Management Corp.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$25.0K (+$5.1K)

Filed 2026-10-27

Nfsg Corp

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$25.0K (+$5.1K)

Filed 2026-10-15

Salomon & Ludwin, LLC

DECREASED

Shares291 from 324

Change-33 (-10%)

Value$24.3K (+$2.3K)

Filed 2026-10-29

Rakuten Securities, Inc.

DECREASED

Shares247 from 322

Change-75 (-23%)

Value$20.6K (-$775)

Filed 2026-11-02

Parallel Advisors, LLC

INCREASED

Shares233 from 228

Change+5 (+2%)

Value$19.4K (+$4.3K)

Filed 2026-11-03

UMB Bank, n.a.

INCREASED

Shares224 from 219

Change+5 (+2%)

Value$18.7K (+$4.1K)

Filed 2026-11-06

MB, Levis & Associates, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$16.7K (+$3.4K)

Filed 2026-10-16

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares163 from 223

Change-60 (-27%)

Value$13.6K (-$1.2K)

Filed 2026-10-05

Clearstead Advisors, LLC

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$12.7K (+$2.6K)

Filed 2026-11-06

Chilton Capital Management LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$12.5K (+$2.6K)

Filed 2026-10-28

First Horizon Corp

DECREASED

Shares141 from 240

Change-99 (-41%)

Value$11.8K (-$4.2K)

Filed 2026-10-26

Private Trust Co NA

DECREASED

Shares123 from 125

Change-2 (-2%)

Value$10.3K (+$2.0K)

Filed 2026-10-20

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares109 from 109

Change0 (0%)

Value$9.1K (+$1.9K)

Filed 2026-11-05

Bare Financial Services, Inc

DECREASED

Shares107 from 148

Change-41 (-28%)

Value$8.9K (-$901)

Filed 2026-11-04

Triumph Capital Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.3K (+$1.7K)

Filed 2026-10-14

City State Bank

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.3K (+$1.7K)

Filed 2026-10-20

Evolution Wealth Management Inc.

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$7.8K (+$1.6K)

Filed 2026-10-28

Asset Dedication, LLC

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$7.7K (+$1.6K)

Filed 2026-11-03

Wolverine Asset Management LLC

NEW

Shares87

Change+87

Value$7.3K

Filed 2026-11-02

Trust Co of Vermont

DECREASED

Shares85 from 110

Change-25 (-23%)

Value$7.1K (-$213)

Filed 2026-10-21

Parkside Financial Bank & Trust

INCREASED

Shares78 from 37

Change+41 (+111%)

Value$6.5K (+$4.1K)

Filed 2026-10-27

Coston, McIsaac & Partners

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$6.3K (+$1.3K)

Filed 2026-11-06

Harbor Investment Advisory, LLC

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$6.2K (+$1.3K)

Filed 2026-10-13

Larson Financial Group LLC

INCREASED

Shares67 from 3

Change+64 (+2133%)

Value$5.6K (+$5.4K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares61

Change+61

Value$5.1K

Filed 2026-10-21

Blue Trust, Inc.

NEW

Shares52

Change+52

Value$4.3K

Filed 2026-10-15

Mather Group, Llc.

INCREASED

Shares42 from 17

Change+25 (+147%)

Value$3.5K (+$2.4K)

Filed 2026-10-14

Wolff Wiese Magana LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$3.5K (+$715)

Filed 2026-10-15

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$3.3K (+$681)

Filed 2026-10-13

Lanark Financial, Inc.

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$2.9K (+$597)

Filed 2026-10-26

Farmers & Merchants Investments Inc

INCREASED

Shares34 from 20

Change+14 (+70%)

Value$2.8K (+$1.5K)

Filed 2026-10-22

Capital Advisors, Ltd. LLC

INCREASED

Shares31 from 11

Change+20 (+182%)

Value$3 (+$2)

Filed 2026-10-27

SJS Investment Consulting Inc.

INCREASED

Shares27 from 23

Change+4 (+17%)

Value$2.3K (+$725)

Filed 2026-10-26

Rothwell Investment Advisors, LLC

NEW

Shares26

Change+26

Value$2.2K

Filed 2026-11-06

Hughes Financial Services, LLC

INCREASED

Shares26 from 1

Change+25 (+2500%)

Value$1.7K (+$1.7K)

Filed 2026-10-30

Jacobi Capital Management LLC

NEW

Shares25

Change+25

Value$2.1K

Filed 2026-11-05

Global Trust Asset Management, LLC

NEW

Shares25

Change+25

Value$2.1K

Filed 2026-10-19

Versant Capital Management, Inc

NEW

Shares22

Change+22

Value$1.8K

Filed 2026-10-02

UMB Private Wealth Management, LLC

NEW

Shares20

Change+20

Value$1.7K

Filed 2026-10-19

Creative Financial Designs Inc

DECREASED

Shares15 from 66

Change-51 (-77%)

Value$1.3K (-$3.1K)

Filed 2026-11-04

Financial Network Wealth Advisors LLC

INCREASED

Shares14 from 13

Change+1 (+8%)

Value$1.2K (+$305)

Filed 2026-10-28

Ascentis Wealth Management, LLC

NEW

Shares13

Change+13

Value$1.1K

Filed 2026-11-03

Highline Wealth Partners LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.1K (+$222)

Filed 2026-10-19

Assetmark, Inc

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$918 (+$187)

Filed 2026-10-21

Fortitude Family Office, LLC

DECREASED

Shares9 from 14

Change-5 (-36%)

Value$751 (-$179)

Filed 2026-10-14

JFS Wealth Advisors, LLC

INCREASED

Shares9 from 5

Change+4 (+80%)

Value$752 (+$419)

Filed 2026-11-03

Burk Holdings LLC

NEW

Shares8

Change+8

Value$668

Filed 2026-11-05

Valley National Advisers Inc

NEW

Shares7

Change+7

Value$585

Filed 2026-10-23

Legacy Bridge, LLC

NEW

Shares7

Change+7

Value$585

Filed 2026-10-28

Golden State Wealth Management, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$584 (+$119)

Filed 2026-11-02

Cedar Mountain Advisors, LLC

NEW

Shares6

Change+6

Value$501

Filed 2026-10-15

Gilpin Wealth Management, LLC

DECREASED

Shares5 from 7

Change-2 (-29%)

Value$418 (-$47)

Filed 2026-10-09

Silver Grove Financial Group, Inc.

NEW

Shares4

Change+4

Value$334

Filed 2026-11-05

Elevation Wealth Partners, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$251 (+$51)

Filed 2026-10-07

Zions Bancorporation, National Association

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$250 (+$51)

Filed 2026-11-06

DT Investment Partners, LLC

NEW

Shares2

Change+2

Value$167

Filed 2026-10-27

Financial Consulate, Inc

NEW

Shares2

Change+2

Value$167

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$167 (+$34)

Filed 2026-10-08

Creative Capital Management Investments LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$167 (+$34)

Filed 2026-10-28

Abound Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$84 (+$17)

Filed 2026-10-26

Concord Wealth Partners

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$83 (+$17)

Filed 2026-11-02

Wesbanco Bank Inc

CLOSED

Shares0 from 24,850

Change-24,850 (-100%)

Value$0 (-$1.7M)

Filed 2026-11-04

J. Safra Sarasin Holding AG

CLOSED

Shares0 from 7,238

Change-7,238 (-100%)

Value$0 (-$480.9K)

Filed 2026-10-26

Bokf, NA

CLOSED

Shares0 from 6,670

Change-6,670 (-100%)

Value$0 (-$443.0K)

Filed 2026-10-27

Alps Advisors Inc

CLOSED

Shares0 from 4,031

Change-4,031 (-100%)

Value$0 (-$267.7K)

Filed 2026-11-03

Carmel Capital Partners, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$132.8K)

Filed 2026-11-03

Simplex Trading, LLC

CLOSED

Shares0 from 734

Change-734 (-100%)

Value$0 (-$48.8K)

Filed 2026-11-04

Exchange Traded Concepts, LLC

CLOSED

Shares0 from 515

Change-515 (-100%)

Value$0 (-$34.2K)

Filed 2026-10-28

State of Wyoming

CLOSED

Shares0 from 472

Change-472 (-100%)

Value$0 (-$31.4K)

Filed 2026-10-28

Oakworth Capital, Inc.

CLOSED

Shares0 from 372

Change-372 (-100%)

Value$0 (-$25.2K)

Filed 2026-10-26

Cornerstone Planning Group LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$7.1K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-28

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$664)

Filed 2026-11-04

Mascoma Wealth Management LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$332)

Filed 2026-10-23

Evolution Advisers, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 5,596,549

Change-5,596,549 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,133,328

Change-5,133,328 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,933,989

Change-1,933,989 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,497,600

Change-1,497,600 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,420,421

Change-1,420,421 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 910,495

Change-910,495 (-100%)

Value—

Hood River Capital Management LLC

N/A

Shares— from 751,133

Change-751,133 (-100%)

Value—

Braidwell LP

N/A

Shares— from 609,715

Change-609,715 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 559,771

Change-559,771 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 558,824

Change-558,824 (-100%)

Value—

Eventide Asset Management, LLC

N/A

Shares— from 548,874

Change-548,874 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 515,973

Change-515,973 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 490,491

Change-490,491 (-100%)

Value—

UBS Group AG

N/A

Shares— from 488,058

Change-488,058 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 405,112

Change-405,112 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 398,250

Change-398,250 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 394,979

Change-394,979 (-100%)

Value—

Capital World Investors

N/A

Shares— from 384,671

Change-384,671 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 368,860

Change-368,860 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 328,666

Change-328,666 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 302,074

Change-302,074 (-100%)

Value—

Baillie Gifford & Co

N/A

Shares— from 267,935

Change-267,935 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 260,218

Change-260,218 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 257,001

Change-257,001 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 255,398

Change-255,398 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 251,196

Change-251,196 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 248,312

Change-248,312 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 245,680

Change-245,680 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 192,594

Change-192,594 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 192,269

Change-192,269 (-100%)

Value—

FirstWave Capital Management LLC

N/A

Shares— from 191,240

Change-191,240 (-100%)

Value—

Davidson Kempner Capital Management LP

N/A

Shares— from 166,900

Change-166,900 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 165,106

Change-165,106 (-100%)

Value—

Frontier Capital Management Co LLC

N/A

Shares— from 150,162

Change-150,162 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 118,746

Change-118,746 (-100%)

Value—

Renaissance Group LLC

N/A

Shares— from 108,157

Change-108,157 (-100%)

Value—

Bellevue Group AG

N/A

Shares— from 101,139

Change-101,139 (-100%)

Value—

Lagoda Investment Management, L.P.

N/A

Shares— from 97,465

Change-97,465 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 96,337

Change-96,337 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 93,960

Change-93,960 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 92,549

Change-92,549 (-100%)

Value—

Portolan Capital Management, LLC

N/A

Shares— from 82,354

Change-82,354 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 80,220

Change-80,220 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 79,948

Change-79,948 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 79,582

Change-79,582 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 79,310

Change-79,310 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 75,090

Change-75,090 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 70,830

Change-70,830 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 69,601

Change-69,601 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 67,544

Change-67,544 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 65,400

Change-65,400 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 64,481

Change-64,481 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 63,474

Change-63,474 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 57,381

Change-57,381 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 57,154

Change-57,154 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 54,036

Change-54,036 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 52,828

Change-52,828 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 51,906

Change-51,906 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 51,651

Change-51,651 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 48,154

Change-48,154 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 48,108

Change-48,108 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 46,028

Change-46,028 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 45,799

Change-45,799 (-100%)

Value—

Biondo Investment Advisors, LLC

N/A

Shares— from 44,155

Change-44,155 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 42,647

Change-42,647 (-100%)

Value—

Trillium Asset Management, LLC

N/A

Shares— from 41,577

Change-41,577 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 40,493

Change-40,493 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 39,850

Change-39,850 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 39,330

Change-39,330 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 36,501

Change-36,501 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 35,545

Change-35,545 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 33,754

Change-33,754 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 32,680

Change-32,680 (-100%)

Value—

Norges Bank

N/A

Shares— from 30,574

Change-30,574 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 30,456

Change-30,456 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 30,151

Change-30,151 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 29,128

Change-29,128 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 28,808

Change-28,808 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 27,947

Change-27,947 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 26,741

Change-26,741 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 26,002

Change-26,002 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 25,792

Change-25,792 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 24,599

Change-24,599 (-100%)

Value—

Bullseye Asset Management LLC

N/A

Shares— from 24,301

Change-24,301 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 22,531

Change-22,531 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 22,041

Change-22,041 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 22,038

Change-22,038 (-100%)

Value—

Sectoral Asset Management Inc

N/A

Shares— from 21,950

Change-21,950 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,288

Change-21,288 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 19,991

Change-19,991 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 19,399

Change-19,399 (-100%)

Value—

Blair William & Co

N/A

Shares— from 18,859

Change-18,859 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 18,203

Change-18,203 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 17,159

Change-17,159 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 16,885

Change-16,885 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 16,564

Change-16,564 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 15,723

Change-15,723 (-100%)

Value—

Beaconlight Capital, LLC

N/A

Shares— from 15,406

Change-15,406 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 15,401

Change-15,401 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 15,303

Change-15,303 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 15,263

Change-15,263 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 14,515

Change-14,515 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 13,421

Change-13,421 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 13,407

Change-13,407 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 13,380

Change-13,380 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 13,101

Change-13,101 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 12,814

Change-12,814 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 12,568

Change-12,568 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 12,104

Change-12,104 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 11,465

Change-11,465 (-100%)

Value—

Man Group plc

N/A

Shares— from 11,327

Change-11,327 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 10,981

Change-10,981 (-100%)

Value—

Allstate Corp

N/A

Shares— from 10,811

Change-10,811 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,542

Change-10,542 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 10,123

Change-10,123 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 9,927

Change-9,927 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 9,915

Change-9,915 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,898

Change-9,898 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 9,652

Change-9,652 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 9,527

Change-9,527 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 9,277

Change-9,277 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 8,945

Change-8,945 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 8,553

Change-8,553 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 8,118

Change-8,118 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 8,101

Change-8,101 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 7,691

Change-7,691 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 7,665

Change-7,665 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,013

Change-7,013 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6,773

Change-6,773 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 6,458

Change-6,458 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 6,401

Change-6,401 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,180

Change-6,180 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 6,173

Change-6,173 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 6,020

Change-6,020 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 5,841

Change-5,841 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 5,820

Change-5,820 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 5,782

Change-5,782 (-100%)

Value—

RB Capital Management, LLC

N/A

Shares— from 5,081

Change-5,081 (-100%)

Value—

&partners

N/A

Shares— from 5,078

Change-5,078 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,068

Change-5,068 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 5,015

Change-5,015 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,918

Change-4,918 (-100%)

Value—

Regency Capital Management Inc.\DE

N/A

Shares— from 4,841

Change-4,841 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 4,643

Change-4,643 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,422

Change-4,422 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 4,416

Change-4,416 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 4,401

Change-4,401 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,942

Change-3,942 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 3,821

Change-3,821 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 3,786

Change-3,786 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 3,674

Change-3,674 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,539

Change-3,539 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 3,537

Change-3,537 (-100%)

Value—

Optimize Financial Inc.

N/A

Shares— from 3,408

Change-3,408 (-100%)

Value—

Sound Capital Solutions LLC

N/A

Shares— from 3,408

Change-3,408 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 3,311

Change-3,311 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 3,244

Change-3,244 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 3,241

Change-3,241 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,115

Change-3,115 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 3,015

Change-3,015 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 2,917

Change-2,917 (-100%)

Value—

Bleichroeder LP

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 1,694

Change-1,694 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,553

Change-1,553 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 1,280

Change-1,280 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 1,155

Change-1,155 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,040

Change-1,040 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 1,000

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Persistent Asset Partners Ltd

N/A

Shares— from 829

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Smartleaf Asset Management LLC

N/A

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Change-771 (-100%)

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Harbour Investments, Inc.

N/A

Shares— from 674

Change-674 (-100%)

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Federation des caisses Desjardins du Quebec

N/A

Shares— from 555

Change-555 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 529

Change-529 (-100%)

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Whittier Trust Co of Nevada Inc

N/A

Shares— from 503

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Ancora Advisors LLCA

N/A

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BNP Paribas Asset Management Holding S.A.

N/A

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Arax Advisory Partners

N/A

Shares— from 449

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Walleye Trading LLC

N/A

Shares— from 394

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Silvant Capital Management LLC

N/A

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Titan Wealth (CI) Ltd

N/A

Shares— from 325

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LOM Asset Management Ltd

N/A

Shares— from 300

Change-300 (-100%)

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Walleye Capital LLC

N/A

Shares— from 264

Change-264 (-100%)

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Three Bearings Fiduciary Advisors, Inc.

N/A

Shares— from 250

Change-250 (-100%)

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Kemnay Advisory Services Inc.

N/A

Shares— from 241

Change-241 (-100%)

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NewEdge Advisors, LLC

N/A

Shares— from 190

Change-190 (-100%)

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LOS Angeles Capital Management LLC

N/A

Shares— from 156

Change-156 (-100%)

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BFC Planning, Inc.

N/A

Shares— from 114

Change-114 (-100%)

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Darwin Wealth Management, LLC

N/A

Shares— from 110

Change-110 (-100%)

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Steward Partners Investment Advisory, LLC

N/A

Shares— from 103

Change-103 (-100%)

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Anchor Investment Management, LLC

N/A

Shares— from 75

Change-75 (-100%)

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Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 69

Change-69 (-100%)

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National Bank of Canada

N/A

Shares— from 60

Change-60 (-100%)

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Northwestern Mutual Wealth Management Co

N/A

Shares— from 43

Change-43 (-100%)

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HighMark Wealth Management LLC

N/A

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Change-41 (-100%)

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Rothschild Investment LLC

N/A

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Change-33 (-100%)

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Huntington National Bank

N/A

Shares— from 32

Change-32 (-100%)

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Keating Financial Advisory Services, Inc.

N/A

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Change-32 (-100%)

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Prestige Wealth Management Group LLC

N/A

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Change-27 (-100%)

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Kilter Group LLC

N/A

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Change-16 (-100%)

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CVA Family Office, LLC

N/A

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JPL Wealth Management, LLC

N/A

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Bogart Wealth, LLC

N/A

Shares— from 9

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Geneos Wealth Management Inc.

N/A

Shares— from 8

Change-8 (-100%)

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Ameriflex Group, Inc.

N/A

Shares— from 7

Change-7 (-100%)

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Ankerstar Wealth, LLC

N/A

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Westfuller Advisors, LLC

N/A

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SHP Wealth Management

N/A

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Continuum Advisory, LLC

N/A

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Elequin Capital, LP

N/A

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Rialto Wealth Management, LLC

N/A

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Change-2 (-100%)

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Fiduciary Financial Advisors

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Shares— from 1

Change-1 (-100%)

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LRI Investments, LLC

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	Status
Geode Capital Management, LLC	DECREASED	888,690	894,913	-6,223	-1%	$59.5M	$74.2M	+$14.7M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	627,984	610,107	+17,877	+3%	$40.5M	$52.4M	+$11.9M	2026-11-04
Principal Financial Group Inc	INCREASED	372,534	240,867	+131,667	+55%	$16.0M	$31.1M	+$15.1M	2026-11-02
Wasatch Advisors LP	INCREASED	333,162	308,434	+24,728	+8%	$20.5M	$27.8M	+$7.3M	2026-10-13
Barclays PLC	INCREASED	332,599	237,615	+94,984	+40%	$15.8M	$27.8M	+$12.0M	2026-11-06
Zevenbergen Capital Investments LLC	DECREASED	267,282	308,391	-41,109	-13%	$20.5M	$22.3M	+$1.8M	2026-10-08
Congress Asset Management Co	INCREASED	252,952	227,834	+25,118	+11%	$15.1M	$21.1M	+$6.0M	2026-10-06
Deutsche Bank Ag\	INCREASED	221,570	217,031	+4,539	+2%	$14.4M	$18.5M	+$4.1M	2026-11-06
Bank of New York Mellon Corp	DECREASED	191,672	193,752	-2,080	-1%	$12.9M	$16.0M	+$3.1M	2026-11-05
Trek Financial, LLC	NEW	143,667	—	+143,667	—	—	$12.0M	—	2026-10-29
Oppenheimer & Co Inc	DECREASED	107,041	110,752	-3,711	-3%	$7.4M	$8.9M	+$1.6M	2026-10-26
Citigroup Inc	DECREASED	102,878	386,066	-283,188	-73%	$25.6M	$8.6M	-$17.1M	2026-11-04
Brown Capital Management LLC	UNCHANGED	89,828	89,828	0	0%	$6.0M	$7.5M	+$1.5M	2026-10-27
Bastion Asset Management Inc.	DECREASED	55,536	79,452	-23,916	-30%	$5.1M	$4.5M	-$621.9K	2026-11-05
LPL Financial LLC	INCREASED	44,276	42,725	+1,551	+4%	$2.8M	$3.7M	+$857.0K	2026-11-06
Jefferies Financial Group Inc.	NEW	43,302	—	+43,302	—	—	$3.6M	—	2026-11-05
Taylor Frigon Capital Management LLC	INCREASED	34,986	26,908	+8,078	+30%	$1.8M	$2.9M	+$1.1M	2026-10-23
New York State Teachers Retirement System	DECREASED	28,825	28,849	-24	0%	$1.9M	$2.4K	-$1.9M	2026-10-22
Imc-Chicago, LLC	DECREASED	25,124	90,515	-65,391	-72%	$6.0M	$2.1M	-$3.9M	2026-11-05
Summit Creek Advisors LLC	DECREASED	23,730	26,707	-2,977	-11%	$1.8M	$2.0M	+$206.4K	2026-11-03
Perigon Wealth Management, LLC	INCREASED	22,583	21,964	+619	+3%	$1.5M	$1.9M	+$425.7K	2026-10-22
Thrivent Financial for Lutherans	DECREASED	22,054	22,695	-641	-3%	$1.5M	$1.8K	-$1.5M	2026-11-05
King Luther Capital Management Corp	UNCHANGED	20,000	20,000	0	0%	$1.3M	$1.7M	+$340.6K	2026-11-05
Diversify Wealth Management, LLC	INCREASED	19,947	15,872	+4,075	+26%	$1.2M	$1.5M	+$347.4K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	19,947	15,872	+4,075	+26%	$1.2M	$1.5M	+$347.4K	2026-10-20
Russell Investments Group, Ltd.	INCREASED	19,612	16,401	+3,211	+20%	$1.1M	$1.6M	+$547.3K	2026-11-06
Creative Planning	DECREASED	17,854	20,955	-3,101	-15%	$1.4M	$1.5M	+$98.1K	2026-11-02
Annex Advisory Services, LLC	NEW	17,734	—	+17,734	—	—	$1.5M	—	2026-10-16
Illinois Municipal Retirement Fund	INCREASED	17,453	16,246	+1,207	+7%	$1.1M	$1.5M	+$377.4K	2026-11-05
Dana Investment Advisors, Inc.	INCREASED	17,180	14,218	+2,962	+21%	$944.4K	$1.4M	+$489.3K	2026-11-06
D.A. Davidson & Co.	INCREASED	16,060	15,832	+228	+1%	$1.1M	$1.3M	+$288.6K	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	15,976	16,456	-480	-3%	$1.1M	$1.3K	-$1.1M	2026-11-02
KBC Group NV	DECREASED	15,526	15,970	-444	-3%	$1.1M	$1.3K	-$1.1M	2026-10-22
Strong Tower Advisory Services	INCREASED	15,477	15,160	+317	+2%	$1.0M	$1.3M	+$284.6K	2026-10-13
Louisiana State Employees Retirement System	DECREASED	14,800	15,100	-300	-2%	$1.0M	$1.2M	+$232.1K	2026-10-20
HB Wealth Management, LLC	DECREASED	14,447	15,062	-615	-4%	$1.0M	$1.2M	+$205.2K	2026-10-23
Campbell Newman Asset Management Inc	INCREASED	13,217	12,801	+416	+3%	$850.2K	$1.1M	+$252.7K	2026-10-22
State of New Jersey Common Pension Fund D	DECREASED	12,910	16,334	-3,424	-21%	$1.1M	$1.1M	-$7.6K	2026-11-05
Eddie Patel Inc	DECREASED	9,561	11,288	-1,727	-15%	$749.8K	$797.9K	+$48.1K	2026-11-02
Arizona State Retirement System	INCREASED	9,253	8,992	+261	+3%	$597.2K	$772.2K	+$174.9K	2026-11-03
Yousif Capital Management, LLC	DECREASED	9,169	9,332	-163	-2%	$619.8K	$765.2K	+$145.3K	2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.	UNCHANGED	9,000	9,000	0	0%	$597.8K	$751.1K	+$153.3K	2026-10-22
Amalgamated Bank	DECREASED	8,979	9,249	-270	-3%	$614.0K	$749	-$613.3K	2026-10-23
Fifth Third Bancorp	DECREASED	8,842	9,350	-508	-5%	$621.0K	$737.8K	+$116.9K	2026-11-05
Central Pacific Bank - Trust Division	NEW	8,417	—	+8,417	—	—	$702.4K	—	2026-10-06
Commonwealth Equity Services, LLC	DECREASED	8,196	10,074	-1,878	-19%	$669.1K	$684.0K	+$14.8K	2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	8,170	8,196	-26	0%	$544.4K	$681.8K	+$137.4K	2026-11-03
Nisa Investment Advisors, LLC	DECREASED	7,944	8,122	-178	-2%	$539.5K	$662.9K	+$123.5K	2026-10-20
Maryland State Retirement & Pension System	INCREASED	7,775	5,056	+2,719	+54%	$335.8K	$648.8K	+$313.0K	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	7,748	7,848	-100	-1%	$521.3K	$646.6K	+$125.3K	2026-10-30
Park Avenue Securities LLC	INCREASED	7,364	6,437	+927	+14%	$428.0K	$615	-$427.4K	2026-10-26
Keystone Global Partners, LLC	UNCHANGED	7,200	7,200	0	0%	$478.2K	$600.8K	+$122.6K	2026-10-13
Catalyst Capital Advisors LLC	DECREASED	7,135	13,065	-5,930	-45%	$867.8K	$595.4K	-$272.4K	2026-11-02
Allspring Global Investments Holdings, LLC	INCREASED	6,977	6,655	+322	+5%	$451.5K	$548.7K	+$97.1K	2026-11-04
Amundi	INCREASED	6,952	6,026	+926	+15%	$400.2K	$580.2K	+$179.9K	2026-11-06
Sugar Maple Asset Management, LLC	INCREASED	6,660	6,000	+660	+11%	$398.5K	$555.8K	+$157.3K	2026-10-13
Cornerstone Wealth Management, LLC	DECREASED	6,597	6,947	-350	-5%	$461.4K	$550.5K	+$89.1K	2026-11-04
Investment Research Partners LLC	INCREASED	6,002	5,765	+237	+4%	$382.9K	$500.9K	+$118.0K	2026-10-19
Values First Advisors, Inc.	DECREASED	5,989	6,126	-137	-2%	$406.9K	$499.8K	+$92.9K	2026-10-23
State of Alaska, Department of Revenue	DECREASED	5,826	11,382	-5,556	-49%	$755.0K	$486	-$754.5K	2026-10-15
Fulcrum Asset Management LLP	INCREASED	5,622	150	+5,472	+3648%	$10.1K	$472.6K	+$462.5K	2026-11-04
Plan A Wealth LLC	INCREASED	5,370	5,167	+203	+4%	$343.2K	$448.1K	+$104.9K	2026-10-08
Pictet Asset Management Holding SA	UNCHANGED	5,266	5,266	0	0%	$349.8K	$439.4K	+$89.7K	2026-11-03
Gibbs Wealth Management	INCREASED	5,008	4,654	+354	+8%	$309.1K	$417.9K	+$108.8K	2026-10-22
CFG Wealth Management Services, Inc.	INCREASED	4,987	4,689	+298	+6%	$466.1K	$392.2K	-$74.0K	2026-10-21
Virginia Retirement Systems ET Al	DECREASED	4,800	8,300	-3,500	-42%	$551.3K	$400.6K	-$150.7K	2026-10-28
180 Wealth Advisors, LLC	INCREASED	4,745	4,157	+588	+14%	$276.1K	$396.0K	+$119.9K	2026-11-03
ProShare Advisors LLC	DECREASED	4,709	4,898	-189	-4%	$325.3K	$393.0K	+$67.6K	2026-10-29
Kestra Advisory Services, LLC	DECREASED	4,578	4,688	-110	-2%	$311.4K	$382.0K	+$70.6K	2026-11-02
Atria Investments, Inc	NEW	4,483	—	+4,483	—	—	$374.1K	—	2026-10-15
Abundance Wealth Counselors	DECREASED	4,185	4,277	-92	-2%	$284.1K	$349.2K	+$65.2K	2026-10-26
Mutual of America Capital Management LLC	DECREASED	3,957	3,958	-1	0%	$262.9K	$330.2K	+$67.3K	2026-10-23
Portside Wealth Group, LLC	INCREASED	3,840	3,599	+241	+7%	$239.0K	$320.4K	+$81.4K	2026-10-20
Americana Partners, LLC	UNCHANGED	3,670	3,670	0	0%	$243.8K	$306.3K	+$62.5K	2026-10-28
Global Assets Advisory, LLC	INCREASED	3,600	3,480	+120	+3%	$240.3K	$296.8K	+$56.5K	2026-10-28
Abel Hall, LLC	INCREASED	3,451	3,203	+248	+8%	$212.7K	$288.0K	+$75.2K	2026-10-19
Fiduciary Alliance LLC	INCREASED	3,437	3,413	+24	+1%	$226.7K	$286.8K	+$60.1K	2026-10-13
Alliance Wealth Advisors, LLC	DECREASED	3,366	3,923	-557	-14%	$260.6K	$280.9K	+$20.3K	2026-10-28
Xponance LLC	DECREASED	3,282	3,401	-119	-3%	$225.9K	$273.9K	+$48.0K	2026-11-03
SLT Holdings LLC	DECREASED	3,199	4,499	-1,300	-29%	$298.8K	$267.0K	-$31.9K	2026-10-15
SBI Securities Co., Ltd.	DECREASED	3,030	3,166	-136	-4%	$210.3K	$252.9K	+$42.6K	2026-10-22
Allworth Financial LP	INCREASED	2,895	2,520	+375	+15%	$167.4K	$192.3K	+$24.9K	2026-11-06
Redmond Asset Management, LLC	NEW	2,845	—	+2,845	—	—	$237.4K	—	2026-10-27
Farther Finance Advisors, LLC	INCREASED	2,594	988	+1,606	+163%	$65.7K	$216.5K	+$150.8K	2026-10-08
Swiss Life Asset Management Ltd	NEW	2,446	—	+2,446	—	—	$204.1K	—	2026-11-03
First Citizens Bank & Trust Co	DECREASED	2,434	6,925	-4,491	-65%	$460.0K	$203.1K	-$256.8K	2026-10-14
Hager Investment Management Services, LLC	DECREASED	2,152	2,603	-451	-17%	$172.9K	$179.6K	+$6.7K	2026-11-04
Bank Julius Baer & Co. Ltd, Zurich	DECREASED	1,985	2,429	-444	-18%	$162.2K	$166.3K	+$4.1K	2026-10-29
Gamma Investing LLC	INCREASED	1,978	1,686	+292	+17%	$112.0K	$165.1K	+$53.1K	2026-10-08
Putney Financial Group LLC	NEW	1,930	—	+1,930	—	—	$161.1K	—	2026-10-30
PNC Financial Services Group, Inc.	DECREASED	1,861	2,655	-794	-30%	$176.3K	$155.3K	-$21.0K	2026-11-06
Covestor Ltd	INCREASED	1,825	1,725	+100	+6%	$115.0K	$152	-$114.8K	2026-10-30
Generali Investments, Management Co LLC	DECREASED	1,821	2,996	-1,175	-39%	$199.0K	$152.0K	-$47.0K	2026-10-19
Sterling Capital Management LLC	INCREASED	1,132	121	+1,011	+836%	$8.0K	$94.5K	+$86.4K	2026-10-22
Financial Perspectives, Inc	UNCHANGED	1,000	1,000	0	0%	$66.4K	$83.5K	+$17.0K	2026-11-03
GK Wealth Management LLC	NEW	922	—	+922	—	—	$76.9K	—	2026-10-09
Pinnacle Wealth Planning Services, Inc.	INCREASED	874	700	+174	+25%	$46.5K	$72.9K	+$26.4K	2026-10-27
Nykredit A/S	DECREASED	804	1,719	-915	-53%	$114.2K	$67.1K	-$47.1K	2026-11-06
China Universal Asset Management Co., Ltd.	INCREASED	800	100	+700	+700%	$6.6K	$67.3K	+$60.6K	2026-10-28
Eurizon Capital SGR S.p.A.	UNCHANGED	655	655	0	0%	$44.1K	$55.2K	+$11.0K	2026-11-06
Central Trust Co	UNCHANGED	550	550	0	0%	$36.5K	$45.9K	+$9.4K	2026-11-05
Spire Wealth Management	INCREASED	540	248	+292	+118%	$16.5K	$45.1K	+$28.6K	2026-10-30
US Bancorp \de\	INCREASED	480	281	+199	+71%	$18.7K	$40.1K	+$21.4K	2026-11-05
Adirondack Trust Co	UNCHANGED	460	460	0	0%	$30.6K	$38.4K	+$7.8K	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	433	381	+52	+14%	$25.3K	$36.1K	+$10.8K	2026-11-04
Toth Financial Advisory Corp	UNCHANGED	400	400	0	0%	$26.6K	$33.4K	+$6.8K	2026-10-08
Leonteq Securities AG	DECREASED	384	987	-603	-61%	$65.6K	$32.0K	-$33.5K	2026-10-29
TD Waterhouse Canada Inc.	INCREASED	374	351	+23	+7%	$23.8K	$29.4K	+$5.6K	2026-10-16
Signaturefd, LLC	DECREASED	303	436	-133	-30%	$29.0K	$25.3K	-$3.7K	2026-10-23
Byrne Asset Management LLC	NEW	300	—	+300	—	—	$23.6K	—	2026-10-06
IFP Advisors, Inc	DECREASED	300	4,652	-4,352	-94%	$309.0K	$25.0K	-$284.0K	2026-10-16
North Star Investment Management Corp.	UNCHANGED	300	300	0	0%	$19.9K	$25.0K	+$5.1K	2026-10-27
Nfsg Corp	UNCHANGED	300	300	0	0%	$19.9K	$25.0K	+$5.1K	2026-10-15
Salomon & Ludwin, LLC	DECREASED	291	324	-33	-10%	$22.0K	$24.3K	+$2.3K	2026-10-29
Rakuten Securities, Inc.	DECREASED	247	322	-75	-23%	$21.4K	$20.6K	-$775	2026-11-02
Parallel Advisors, LLC	INCREASED	233	228	+5	+2%	$15.1K	$19.4K	+$4.3K	2026-11-03
UMB Bank, n.a.	INCREASED	224	219	+5	+2%	$14.5K	$18.7K	+$4.1K	2026-11-06
MB, Levis & Associates, LLC	UNCHANGED	200	200	0	0%	$13.3K	$16.7K	+$3.4K	2026-10-16
MassMutual Private Wealth & Trust, FSB	DECREASED	163	223	-60	-27%	$14.8K	$13.6K	-$1.2K	2026-10-05
Clearstead Advisors, LLC	UNCHANGED	152	152	0	0%	$10.1K	$12.7K	+$2.6K	2026-11-06
Chilton Capital Management LLC	UNCHANGED	150	150	0	0%	$10.0K	$12.5K	+$2.6K	2026-10-28
First Horizon Corp	DECREASED	141	240	-99	-41%	$15.9K	$11.8K	-$4.2K	2026-10-26
Private Trust Co NA	DECREASED	123	125	-2	-2%	$8.3K	$10.3K	+$2.0K	2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	109	109	0	0%	$7.2K	$9.1K	+$1.9K	2026-11-05
Bare Financial Services, Inc	DECREASED	107	148	-41	-28%	$9.8K	$8.9K	-$901	2026-11-04
Triumph Capital Management	UNCHANGED	100	100	0	0%	$6.6K	$8.3K	+$1.7K	2026-10-14
City State Bank	UNCHANGED	100	100	0	0%	$6.6K	$8.3K	+$1.7K	2026-10-20
Evolution Wealth Management Inc.	UNCHANGED	94	94	0	0%	$6.2K	$7.8K	+$1.6K	2026-10-28
Asset Dedication, LLC	UNCHANGED	92	92	0	0%	$6.1K	$7.7K	+$1.6K	2026-11-03
Wolverine Asset Management LLC	NEW	87	—	+87	—	—	$7.3K	—	2026-11-02
Trust Co of Vermont	DECREASED	85	110	-25	-23%	$7.3K	$7.1K	-$213	2026-10-21
Parkside Financial Bank & Trust	INCREASED	78	37	+41	+111%	$2.5K	$6.5K	+$4.1K	2026-10-27
Coston, McIsaac & Partners	UNCHANGED	76	76	0	0%	$5.0K	$6.3K	+$1.3K	2026-11-06
Harbor Investment Advisory, LLC	UNCHANGED	74	74	0	0%	$4.9K	$6.2K	+$1.3K	2026-10-13
Larson Financial Group LLC	INCREASED	67	3	+64	+2133%	$199	$5.6K	+$5.4K	2026-11-05
Root Financial Partners, LLC	NEW	61	—	+61	—	—	$5.1K	—	2026-10-21
Blue Trust, Inc.	NEW	52	—	+52	—	—	$4.3K	—	2026-10-15
Mather Group, Llc.	INCREASED	42	17	+25	+147%	$1.1K	$3.5K	+$2.4K	2026-10-14
Wolff Wiese Magana LLC	UNCHANGED	42	42	0	0%	$2.8K	$3.5K	+$715	2026-10-15
Beacon Investment Advisory Services, Inc.	UNCHANGED	40	40	0	0%	$2.7K	$3.3K	+$681	2026-10-13
Lanark Financial, Inc.	UNCHANGED	35	35	0	0%	$2.3K	$2.9K	+$597	2026-10-26
Farmers & Merchants Investments Inc	INCREASED	34	20	+14	+70%	$1.3K	$2.8K	+$1.5K	2026-10-22
Capital Advisors, Ltd. LLC	INCREASED	31	11	+20	+182%	$1	$3	+$2	2026-10-27
SJS Investment Consulting Inc.	INCREASED	27	23	+4	+17%	$1.5K	$2.3K	+$725	2026-10-26
Rothwell Investment Advisors, LLC	NEW	26	—	+26	—	—	$2.2K	—	2026-11-06
Hughes Financial Services, LLC	INCREASED	26	1	+25	+2500%	$66	$1.7K	+$1.7K	2026-10-30
Jacobi Capital Management LLC	NEW	25	—	+25	—	—	$2.1K	—	2026-11-05
Global Trust Asset Management, LLC	NEW	25	—	+25	—	—	$2.1K	—	2026-10-19
Versant Capital Management, Inc	NEW	22	—	+22	—	—	$1.8K	—	2026-10-02
UMB Private Wealth Management, LLC	NEW	20	—	+20	—	—	$1.7K	—	2026-10-19
Creative Financial Designs Inc	DECREASED	15	66	-51	-77%	$4.4K	$1.3K	-$3.1K	2026-11-04
Financial Network Wealth Advisors LLC	INCREASED	14	13	+1	+8%	$863	$1.2K	+$305	2026-10-28
Ascentis Wealth Management, LLC	NEW	13	—	+13	—	—	$1.1K	—	2026-11-03
Highline Wealth Partners LLC	UNCHANGED	13	13	0	0%	$863	$1.1K	+$222	2026-10-19
Assetmark, Inc	UNCHANGED	11	11	0	0%	$731	$918	+$187	2026-10-21
Fortitude Family Office, LLC	DECREASED	9	14	-5	-36%	$930	$751	-$179	2026-10-14
JFS Wealth Advisors, LLC	INCREASED	9	5	+4	+80%	$333	$752	+$419	2026-11-03
Burk Holdings LLC	NEW	8	—	+8	—	—	$668	—	2026-11-05
Valley National Advisers Inc	NEW	7	—	+7	—	—	$585	—	2026-10-23
Legacy Bridge, LLC	NEW	7	—	+7	—	—	$585	—	2026-10-28
Golden State Wealth Management, LLC	UNCHANGED	7	7	0	0%	$465	$584	+$119	2026-11-02
Cedar Mountain Advisors, LLC	NEW	6	—	+6	—	—	$501	—	2026-10-15
Gilpin Wealth Management, LLC	DECREASED	5	7	-2	-29%	$465	$418	-$47	2026-10-09
Silver Grove Financial Group, Inc.	NEW	4	—	+4	—	—	$334	—	2026-11-05
Elevation Wealth Partners, LLC	UNCHANGED	3	3	0	0%	$200	$251	+$51	2026-10-07
Zions Bancorporation, National Association	UNCHANGED	3	3	0	0%	$199	$250	+$51	2026-11-06
DT Investment Partners, LLC	NEW	2	—	+2	—	—	$167	—	2026-10-27
Financial Consulate, Inc	NEW	2	—	+2	—	—	$167	—	2026-10-23
Davis Capital Management	UNCHANGED	2	2	0	0%	$133	$167	+$34	2026-10-08
Creative Capital Management Investments LLC	UNCHANGED	2	2	0	0%	$133	$167	+$34	2026-10-28
Abound Wealth Management	UNCHANGED	1	1	0	0%	$67	$84	+$17	2026-10-26
Concord Wealth Partners	UNCHANGED	1	1	0	0%	$66	$83	+$17	2026-11-02
Wesbanco Bank Inc	CLOSED	0	24,850	-24,850	-100%	$1.7M	$0	-$1.7M	2026-11-04
J. Safra Sarasin Holding AG	CLOSED	0	7,238	-7,238	-100%	$480.9K	$0	-$480.9K	2026-10-26
Bokf, NA	CLOSED	0	6,670	-6,670	-100%	$443.0K	$0	-$443.0K	2026-10-27
Alps Advisors Inc	CLOSED	0	4,031	-4,031	-100%	$267.7K	$0	-$267.7K	2026-11-03
Carmel Capital Partners, LLC	CLOSED	0	2,000	-2,000	-100%	$132.8K	$0	-$132.8K	2026-11-03
Simplex Trading, LLC	CLOSED	0	734	-734	-100%	$48.8K	$0	-$48.8K	2026-11-04
Exchange Traded Concepts, LLC	CLOSED	0	515	-515	-100%	$34.2K	$0	-$34.2K	2026-10-28
State of Wyoming	CLOSED	0	472	-472	-100%	$31.4K	$0	-$31.4K	2026-10-28
Oakworth Capital, Inc.	CLOSED	0	372	-372	-100%	$25.2K	$0	-$25.2K	2026-10-26
Cornerstone Planning Group LLC	CLOSED	0	100	-100	-100%	$7.1K	$0	-$7.1K	2026-10-16
MCF Advisors LLC	CLOSED	0	25	-25	-100%	$1.7K	$0	-$1.7K	2026-10-28
Plante Moran Financial Advisors, LLC	CLOSED	0	10	-10	-100%	$664	$0	-$664	2026-11-04
Mascoma Wealth Management LLC	CLOSED	0	5	-5	-100%	$332	$0	-$332	2026-10-23
Evolution Advisers, Inc.	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-06
BlackRock, Inc.	N/A	—	5,596,549	-5,596,549	-100%	$371.7M	—	—	—
FMR LLC	N/A	—	5,133,328	-5,133,328	-100%	$341.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,933,989	-1,933,989	-100%	$128.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,497,600	-1,497,600	-100%	$99.5M	—	—	—
State Street Corp	N/A	—	1,420,421	-1,420,421	-100%	$94.3M	—	—	—
Nomura Asset Management International Inc.	N/A	—	910,495	-910,495	-100%	$60.5M	—	—	—
Hood River Capital Management LLC	N/A	—	751,133	-751,133	-100%	$49.9M	—	—	—
Braidwell LP	N/A	—	609,715	-609,715	-100%	$40.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	559,771	-559,771	-100%	$37.2M	—	—	—
Citadel Advisors LLC	N/A	—	558,824	-558,824	-100%	$37.1M	—	—	—
Eventide Asset Management, LLC	N/A	—	548,874	-548,874	-100%	$36.5M	—	—	—
Wellington Management Group LLP	N/A	—	515,973	-515,973	-100%	$34.3M	—	—	—
Emerald Advisers, LLC	N/A	—	490,491	-490,491	-100%	$32.6M	—	—	—
UBS Group AG	N/A	—	488,058	-488,058	-100%	$32.4M	—	—	—
Morgan Stanley	N/A	—	405,112	-405,112	-100%	$26.9M	—	—	—
UBS Asset Management Americas LLC	N/A	—	398,250	-398,250	-100%	$26.5M	—	—	—
Invesco Ltd.	N/A	—	394,979	-394,979	-100%	$26.2M	—	—	—
Capital World Investors	N/A	—	384,671	-384,671	-100%	$25.5M	—	—	—
Northern Trust Corp	N/A	—	368,860	-368,860	-100%	$24.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	328,666	-328,666	-100%	$21.8M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	302,074	-302,074	-100%	$20.1M	—	—	—
Baillie Gifford & Co	N/A	—	267,935	-267,935	-100%	$17.8M	—	—	—
Wells Fargo & Company	N/A	—	260,218	-260,218	-100%	$17.3M	—	—	—
Bank of America Corp	N/A	—	257,001	-257,001	-100%	$17.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	255,398	-255,398	-100%	$17.0M	—	—	—
Tidal Investments LLC	N/A	—	251,196	-251,196	-100%	$16.7M	—	—	—
Millennium Management LLC	N/A	—	248,312	-248,312	-100%	$16.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	245,680	-245,680	-100%	$16.3M	—	—	—
Point72 Asset Management, L.P.	N/A	—	192,594	-192,594	-100%	$12.8M	—	—	—
JPMorgan Chase & Co	N/A	—	192,269	-192,269	-100%	$13.0M	—	—	—
FirstWave Capital Management LLC	N/A	—	191,240	-191,240	-100%	$12.7M	—	—	—
Davidson Kempner Capital Management LP	N/A	—	166,900	-166,900	-100%	$11.1M	—	—	—
HRT Financial LP	N/A	—	165,106	-165,106	-100%	$11.0M	—	—	—
Frontier Capital Management Co LLC	N/A	—	150,162	-150,162	-100%	$10.0M	—	—	—
Public Sector Pension Investment Board	N/A	—	118,746	-118,746	-100%	$7.9M	—	—	—
Renaissance Group LLC	N/A	—	108,157	-108,157	-100%	$7.2M	—	—	—
Bellevue Group AG	N/A	—	101,139	-101,139	-100%	$6.7M	—	—	—
Lagoda Investment Management, L.P.	N/A	—	97,465	-97,465	-100%	$6.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	96,337	-96,337	-100%	$6.4M	—	—	—
Trexquant Investment LP	N/A	—	93,960	-93,960	-100%	$6.2M	—	—	—
Lazard Asset Management LLC	N/A	—	92,549	-92,549	-100%	$6.1M	—	—	—
Portolan Capital Management, LLC	N/A	—	82,354	-82,354	-100%	$5.5M	—	—	—
Rhumbline Advisers	N/A	—	80,220	-80,220	-100%	$5.3M	—	—	—
Ameriprise Financial Inc	N/A	—	79,948	-79,948	-100%	$5.3M	—	—	—
Legal & General Group Plc	N/A	—	79,582	-79,582	-100%	$5.3M	—	—	—
Nuveen, LLC	N/A	—	79,310	-79,310	-100%	$5.3M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	75,090	-75,090	-100%	$5.0M	—	—	—
American Century Companies Inc	N/A	—	70,830	-70,830	-100%	$4.7M	—	—	—
Bank of Montreal	N/A	—	69,601	-69,601	-100%	$4.6M	—	—	—
Peregrine Capital Management LLC	N/A	—	67,544	-67,544	-100%	$4.5M	—	—	—
Swiss National Bank	N/A	—	65,400	-65,400	-100%	$4.3M	—	—	—
Raymond James Financial Inc	N/A	—	64,481	-64,481	-100%	$4.3M	—	—	—
SEI Investments Co	N/A	—	63,474	-63,474	-100%	$4.2M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	57,381	-57,381	-100%	$3.8M	—	—	—
Algert Global LLC	N/A	—	57,154	-57,154	-100%	$3.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	54,036	-54,036	-100%	$3.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	52,828	-52,828	-100%	$3.5M	—	—	—
F/m Investments LLC	N/A	—	51,906	-51,906	-100%	$3.4M	—	—	—
Alliancebernstein L.P.	N/A	—	51,651	-51,651	-100%	$5.1M	—	—	—
Empowered Funds, LLC	N/A	—	48,154	-48,154	-100%	$3.2M	—	—	—
First Trust Advisors LP	N/A	—	48,108	-48,108	-100%	$3.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	46,028	-46,028	-100%	$3.1M	—	—	—
Bessemer Group Inc	N/A	—	45,799	-45,799	-100%	$3.0M	—	—	—
Biondo Investment Advisors, LLC	N/A	—	44,155	-44,155	-100%	$2.9M	—	—	—
Credit Agricole S A	N/A	—	42,647	-42,647	-100%	$2.8M	—	—	—
Trillium Asset Management, LLC	N/A	—	41,577	-41,577	-100%	$2.8M	—	—	—
Nordea Investment Management AB	N/A	—	40,493	-40,493	-100%	$2.7M	—	—	—
California State Teachers Retirement System	N/A	—	39,850	-39,850	-100%	$2.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	39,330	-39,330	-100%	$2.6M	—	—	—
Atom Investors LP	N/A	—	36,501	-36,501	-100%	$2.4M	—	—	—
Prudential Financial Inc	N/A	—	35,545	-35,545	-100%	$2.4M	—	—	—
Holocene Advisors, LP	N/A	—	33,754	-33,754	-100%	$2.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	32,680	-32,680	-100%	$2.2M	—	—	—
Norges Bank	N/A	—	30,574	-30,574	-100%	$2.0M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	30,456	-30,456	-100%	$2.0M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	30,151	-30,151	-100%	$2.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	29,128	-29,128	-100%	$1.9M	—	—	—
Brevan Howard Capital Management LP	N/A	—	28,808	-28,808	-100%	$1.9M	—	—	—
AQR Capital Management LLC	N/A	—	27,947	-27,947	-100%	$1.9M	—	—	—
Fred Alger Management, LLC	N/A	—	26,741	-26,741	-100%	$1.8M	—	—	—
Quantinno Capital Management LP	N/A	—	26,002	-26,002	-100%	$1.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	25,792	-25,792	-100%	$1.7M	—	—	—
Headlands Technologies LLC	N/A	—	24,599	-24,599	-100%	$1.6M	—	—	—
Bullseye Asset Management LLC	N/A	—	24,301	-24,301	-100%	$1.6M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	22,531	-22,531	-100%	$1.5M	—	—	—
DnB Asset Management AS	N/A	—	22,041	-22,041	-100%	$1.5M	—	—	—
Intech Investment Management LLC	N/A	—	22,038	-22,038	-100%	$1.5M	—	—	—
Sectoral Asset Management Inc	N/A	—	21,950	-21,950	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	21,288	-21,288	-100%	$1.4M	—	—	—
MetLife Investment Management, LLC	N/A	—	19,991	-19,991	-100%	$1.3M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	19,399	-19,399	-100%	$1.3M	—	—	—
Blair William & Co	N/A	—	18,859	-18,859	-100%	$1.3M	—	—	—
Winton Group Ltd	N/A	—	18,203	-18,203	-100%	$1.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	17,159	-17,159	-100%	$1.1M	—	—	—
Advisory Services Network, LLC	N/A	—	16,885	-16,885	-100%	$1.1M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	16,564	-16,564	-100%	$1.1M	—	—	—
Stifel Financial Corp	N/A	—	15,723	-15,723	-100%	$1.0M	—	—	—
Beaconlight Capital, LLC	N/A	—	15,406	-15,406	-100%	$1.0M	—	—	—
EP Wealth Advisors, LLC	N/A	—	15,401	-15,401	-100%	$1.0M	—	—	—
Franklin Resources Inc	N/A	—	15,303	-15,303	-100%	$1.0M	—	—	—
Jupiter Topco LLC	N/A	—	15,263	-15,263	-100%	$1.0M	—	—	—
Summit Financial, LLC	N/A	—	14,515	-14,515	-100%	$964.1K	—	—	—
Handelsbanken Fonder AB	N/A	—	13,500	-13,500	-100%	$897	—	—	—
Vanguard Global Advisers, LLC	N/A	—	13,421	-13,421	-100%	$891.4K	—	—	—
Voya Investment Management LLC	N/A	—	13,407	-13,407	-100%	$890.5K	—	—	—
SIT Investment Associates Inc	N/A	—	13,380	-13,380	-100%	$889.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	13,101	-13,101	-100%	$870.2K	—	—	—
Odyssean, LLC	N/A	—	12,814	-12,814	-100%	$851.1K	—	—	—
New York State Common Retirement Fund	N/A	—	12,568	-12,568	-100%	$834.8K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	12,104	-12,104	-100%	$803.9K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	11,465	-11,465	-100%	$761.5K	—	—	—
Man Group plc	N/A	—	11,327	-11,327	-100%	$752.3K	—	—	—
Diametric Capital, LP	N/A	—	10,981	-10,981	-100%	$729.4K	—	—	—
Allstate Corp	N/A	—	10,811	-10,811	-100%	$718.1K	—	—	—
Cetera Investment Advisers	N/A	—	10,542	-10,542	-100%	$700.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	10,123	-10,123	-100%	$672.4K	—	—	—
Marex Group Ltd	N/A	—	9,927	-9,927	-100%	$659.4K	—	—	—
Victory Capital Management Inc	N/A	—	9,915	-9,915	-100%	$658.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,898	-9,898	-100%	$677.4K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	9,652	-9,652	-100%	$641.1K	—	—	—
Group One Trading LLC	N/A	—	9,527	-9,527	-100%	$632.8K	—	—	—
Virtu Financial LLC	N/A	—	9,277	-9,277	-100%	$616.0K	—	—	—
Two Sigma Investments, LP	N/A	—	8,945	-8,945	-100%	$594.1K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	8,553	-8,553	-100%	$568.1K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	8,118	-8,118	-100%	$539.2K	—	—	—
Jain Global LLC	N/A	—	8,101	-8,101	-100%	$538.1K	—	—	—
Twinbeech Capital LP	N/A	—	7,900	-7,900	-100%	$524.7K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	7,691	-7,691	-100%	$510.8K	—	—	—
Guggenheim Capital LLC	N/A	—	7,665	-7,665	-100%	$509.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	7,100	-7,100	-100%	$471.6K	—	—	—
XTX Topco Ltd	N/A	—	7,013	-7,013	-100%	$465.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	6,773	-6,773	-100%	$449.9K	—	—	—
Phoenix Financial Ltd.	N/A	—	6,458	-6,458	-100%	$427.7K	—	—	—
Massar Capital Management, LP	N/A	—	6,401	-6,401	-100%	$425.2K	—	—	—
MML Investors Services, LLC	N/A	—	6,180	-6,180	-100%	$410.5K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	6,173	-6,173	-100%	$410.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	6,020	-6,020	-100%	$399.8K	—	—	—
Corsair Capital Management, L.P.	N/A	—	6,000	-6,000	-100%	$398.5K	—	—	—
Hancock Whitney Corp	N/A	—	5,841	-5,841	-100%	$388.0K	—	—	—
Keebeck Wealth Management	N/A	—	5,820	-5,820	-100%	$386.6K	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	5,782	-5,782	-100%	$384.0K	—	—	—
RB Capital Management, LLC	N/A	—	5,081	-5,081	-100%	$337.5K	—	—	—
&partners	N/A	—	5,078	-5,078	-100%	$337.3K	—	—	—
HighTower Advisors, LLC	N/A	—	5,068	-5,068	-100%	$336.6K	—	—	—
Inceptionr LLC	N/A	—	5,015	-5,015	-100%	$333.1K	—	—	—
SG Americas Securities, LLC	N/A	—	4,918	-4,918	-100%	$327.0K	—	—	—
Regency Capital Management Inc.\DE	N/A	—	4,841	-4,841	-100%	$321.5K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	4,643	-4,643	-100%	$308.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,422	-4,422	-100%	$293.7K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	4,416	-4,416	-100%	$293.3K	—	—	—
Wealthfront Advisers LLC	N/A	—	4,401	-4,401	-100%	$292.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,942	-3,942	-100%	$262.0K	—	—	—
Aigen Investment Management, LP	N/A	—	3,821	-3,821	-100%	$253.8K	—	—	—
Centiva Capital, LP	N/A	—	3,786	-3,786	-100%	$251.5K	—	—	—
Composition Wealth, LLC	N/A	—	3,674	-3,674	-100%	$244.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,539	-3,539	-100%	$235.0K	—	—	—
Freestone Grove Partners LP	N/A	—	3,537	-3,537	-100%	$234.9K	—	—	—
Optimize Financial Inc.	N/A	—	3,408	-3,408	-100%	$226.4K	—	—	—
Sound Capital Solutions LLC	N/A	—	3,408	-3,408	-100%	$226.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	3,311	-3,311	-100%	$219.9K	—	—	—
IHT Wealth Management, LLC	N/A	—	3,244	-3,244	-100%	$215.5K	—	—	—
Van Eck Associates Corp	N/A	—	3,241	-3,241	-100%	$215.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,115	-3,115	-100%	$206.9K	—	—	—
Advisors Asset Management, Inc.	N/A	—	3,015	-3,015	-100%	$200.3K	—	—	—
Cerity Partners LLC	N/A	—	2,917	-2,917	-100%	$193.7K	—	—	—
Bleichroeder LP	N/A	—	2,100	-2,100	-100%	$139.5K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	1,694	-1,694	-100%	$112.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,553	-1,553	-100%	$103.2K	—	—	—
Pacer Advisors, Inc.	N/A	—	1,280	-1,280	-100%	$85.0K	—	—	—
Flputnam Investment Management Co	N/A	—	1,155	-1,155	-100%	$76.7K	—	—	—
Optiver Holding B.V.	N/A	—	1,040	-1,040	-100%	$69.1K	—	—	—
Vestcor Inc	N/A	—	1,000	-1,000	-100%	$66.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	829	-829	-100%	$55.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	771	-771	-100%	$51.9K	—	—	—
Harbour Investments, Inc.	N/A	—	674	-674	-100%	$44.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	555	-555	-100%	$36.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	529	-529	-100%	$35.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	503	-503	-100%	$35.8K	—	—	—
Ancora Advisors LLCA	N/A	—	500	-500	-100%	$33.2K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	488	-488	-100%	$32.4K	—	—	—
Arax Advisory Partners	N/A	—	449	-449	-100%	$29.8K	—	—	—
Walleye Trading LLC	N/A	—	394	-394	-100%	$26.2K	—	—	—
Silvant Capital Management LLC	N/A	—	385	-385	-100%	$25.6K	—	—	—
Titan Wealth (CI) Ltd	N/A	—	325	-325	-100%	$21.6K	—	—	—
LOM Asset Management Ltd	N/A	—	300	-300	-100%	$19.9K	—	—	—
Walleye Capital LLC	N/A	—	264	-264	-100%	$17.5K	—	—	—
Three Bearings Fiduciary Advisors, Inc.	N/A	—	250	-250	-100%	$16.6K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	241	-241	-100%	$16.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	190	-190	-100%	$12.6K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	156	-156	-100%	$10.4K	—	—	—
BFC Planning, Inc.	N/A	—	114	-114	-100%	$7.6K	—	—	—
Darwin Wealth Management, LLC	N/A	—	110	-110	-100%	$7.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	103	-103	-100%	$6.8K	—	—	—
Anchor Investment Management, LLC	N/A	—	75	-75	-100%	$5.0K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	69	-69	-100%	$4.6K	—	—	—
National Bank of Canada	N/A	—	60	-60	-100%	$4.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	43	-43	-100%	$2.9K	—	—	—
HighMark Wealth Management LLC	N/A	—	41	-41	-100%	$2.7K	—	—	—
Rothschild Investment LLC	N/A	—	33	-33	-100%	$2.2K	—	—	—
Huntington National Bank	N/A	—	32	-32	-100%	$2.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	32	-32	-100%	$2.1K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	27	-27	-100%	$1.8K	—	—	—
Kilter Group LLC	N/A	—	16	-16	-100%	$1.1K	—	—	—
CVA Family Office, LLC	N/A	—	11	-11	-100%	$731	—	—	—
JPL Wealth Management, LLC	N/A	—	10	-10	-100%	$665	—	—	—
Bogart Wealth, LLC	N/A	—	9	-9	-100%	$598	—	—	—
Geneos Wealth Management Inc.	N/A	—	8	-8	-100%	$531	—	—	—
Ameriflex Group, Inc.	N/A	—	7	-7	-100%	$465	—	—	—
Ankerstar Wealth, LLC	N/A	—	7	-7	-100%	$465	—	—	—
Westfuller Advisors, LLC	N/A	—	5	-5	-100%	$335	—	—	—
SHP Wealth Management	N/A	—	4	-4	-100%	$266	—	—	—
Continuum Advisory, LLC	N/A	—	3	-3	-100%	$199	—	—	—
Elequin Capital, LP	N/A	—	2	-2	-100%	$133	—	—	—
Rialto Wealth Management, LLC	N/A	—	2	-2	-100%	$133	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$66	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$66	—	—	—

Showing 402 of 402 institutions