Trinet Group Inc (TNET)

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

Shares833,397 from 724,808

Change+108,589 (+15%)

Value$52.1M (+$16.2M)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares272,996 from 261,032

Change+11,964 (+5%)

Value$17.1M (+$4.2M)

Filed 2026-11-05

Creative Planning

INCREASED

Shares160,496 from 150,454

Change+10,042 (+7%)

Value$10.0M (+$2.6M)

Filed 2026-11-02

Principal Financial Group Inc

DECREASED

Shares69,575 from 88,925

Change-19,350 (-22%)

Value$4.4M (-$49.7K)

Filed 2026-11-02

Leuthold Group, LLC

NEW

Shares65,916

Change+65,916

Value$4.1M

Filed 2026-11-04

Oppenheimer Asset Management Inc.

INCREASED

Shares58,894 from 46,053

Change+12,841 (+28%)

Value$3.7M (+$1.4M)

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares58,296 from 19,531

Change+38,765 (+198%)

Value$3.6M (+$2.7M)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares36,784 from 20,253

Change+16,531 (+82%)

Value$2.3M (+$1.3M)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares35,205 from 70,738

Change-35,533 (-50%)

Value$2.2M (-$1.3M)

Filed 2026-10-16

GHP Investment Advisors, Inc.

INCREASED

Shares33,263 from 30,400

Change+2,863 (+9%)

Value$2.1M (+$575.8K)

Filed 2026-10-15

Mirador Capital Partners LP

INCREASED

Shares28,364 from 28,321

Change+43 (+0%)

Value$1.8M (+$372.3K)

Filed 2026-10-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares27,041 from 17,574

Change+9,467 (+54%)

Value$1.8M (+$821.9K)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

INCREASED

Shares18,008 from 17,305

Change+703 (+4%)

Value$1.2M (+$247.5K)

Filed 2026-11-04

State of New Jersey Common Pension Fund D

NEW

Shares17,073

Change+17,073

Value$1.1M

Filed 2026-11-05

SummerHaven Investment Management, LLC

NEW

Shares16,466

Change+16,466

Value$1.0M

Filed 2026-10-19

Quadrant Capital Group LLC

DECREASED

Shares14,736 from 15,969

Change-1,233 (-8%)

Value$983.2K (+$192.9K)

Filed 2026-10-20

Strs Ohio

INCREASED

Shares14,500 from 10,700

Change+3,800 (+36%)

Value$906.8K (+$377.3K)

Filed 2026-10-30

Highland Capital Management, LLC

NEW

Shares13,321

Change+13,321

Value$833.1K

Filed 2026-10-26

Inscription Capital, LLC

DECREASED

Shares12,301 from 13,341

Change-1,040 (-8%)

Value$769.3K (+$109.1K)

Filed 2026-11-02

Evergreen Capital Management LLC

UNCHANGED

Shares10,957 from 10,957

Change0 (0%)

Value$685.3K (+$143.0K)

Filed 2026-10-23

Vise Technologies, Inc.

DECREASED

Shares10,920 from 11,461

Change-541 (-5%)

Value$682.9K (+$115.7K)

Filed 2026-10-29

Baxter Bros Inc

UNCHANGED

Shares10,670 from 10,670

Change0 (0%)

Value$667.3K (+$139.2K)

Filed 2026-11-04

Atria Investments, Inc

INCREASED

Shares9,471 from 7,610

Change+1,861 (+24%)

Value$592.3K (+$215.7K)

Filed 2026-10-15

Arizona State Retirement System

INCREASED

Shares7,766 from 7,636

Change+130 (+2%)

Value$485.7K (+$107.8K)

Filed 2026-11-03

Brighton Jones LLC

INCREASED

Shares7,503 from 7,385

Change+118 (+2%)

Value$469.2K (+$103.8K)

Filed 2026-11-03

DekaBank Deutsche Girozentrale

NEW

Shares6,562

Change+6,562

Value$414

Filed 2026-10-27

Fifth Third Wealth Advisors LLC

NEW

Shares5,016

Change+5,016

Value$313.7K

Filed 2026-10-22

Swiss Life Asset Management Ltd

DECREASED

Shares4,809 from 5,567

Change-758 (-14%)

Value$300.8K (+$25.2K)

Filed 2026-11-03

State of Wyoming

DECREASED

Shares4,807 from 4,899

Change-92 (-2%)

Value$300.6K (+$58.2K)

Filed 2026-10-28

Pictet Asset Management Holding SA

INCREASED

Shares4,628 from 4,407

Change+221 (+5%)

Value$289.4K (+$71.3K)

Filed 2026-11-03

Arga Investment Management, LP

DECREASED

Shares4,395 from 4,978

Change-583 (-12%)

Value$274.9K (+$28.5K)

Filed 2026-10-30

Kaydan Wealth Management, Inc.

UNCHANGED

Shares4,211 from 4,211

Change0 (0%)

Value$263.4K (+$55.0K)

Filed 2026-10-08

HUB Investment Partners, LLC

NEW

Shares4,168

Change+4,168

Value$260.7K

Filed 2026-11-03

Ethic Inc.

NEW

Shares3,979

Change+3,979

Value$248.9K

Filed 2026-11-03

Prospera Financial Services Inc

NEW

Shares3,698

Change+3,698

Value$237.7K

Filed 2026-11-04

Abel Hall, LLC

NEW

Shares3,582

Change+3,582

Value$224.0K

Filed 2026-10-19

Eiger Wealth Management, LLC

NEW

Shares3,532

Change+3,532

Value$220.9K

Filed 2026-11-03

ProShare Advisors LLC

NEW

Shares3,517

Change+3,517

Value$220.0K

Filed 2026-10-29

Anchyra Partners LLC

NEW

Shares3,238

Change+3,238

Value$202.5K

Filed 2026-10-13

Signaturefd, LLC

DECREASED

Shares3,072 from 3,076

Change-4 (0%)

Value$192.1K (+$39.9K)

Filed 2026-10-23

Daiwa Securities Group Inc.

INCREASED

Shares2,961 from 2,348

Change+613 (+26%)

Value$185.2K (+$69.0K)

Filed 2026-10-29

Versant Capital Management, Inc

UNCHANGED

Shares2,931 from 2,931

Change0 (0%)

Value$183.3K (+$38.3K)

Filed 2026-10-02

Farther Finance Advisors, LLC

INCREASED

Shares2,894 from 1,747

Change+1,147 (+66%)

Value$181.0K (+$93.9K)

Filed 2026-10-08

New York State Teachers Retirement System

UNCHANGED

Shares2,724 from 2,724

Change0 (0%)

Value$170 (-$134.8K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares2,530 from 1,506

Change+1,024 (+68%)

Value$158.2K (+$83.7K)

Filed 2026-10-20

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares2,326 from 449

Change+1,877 (+418%)

Value$145.5K (+$123.2K)

Filed 2026-11-03

Hilltop National Bank

INCREASED

Shares1,721 from 1,262

Change+459 (+36%)

Value$107.6K (+$45.2K)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares1,601 from 904

Change+697 (+77%)

Value$100.1K (+$55.4K)

Filed 2026-11-03

State of Alaska, Department of Revenue

DECREASED

Shares1,538 from 2,930

Change-1,392 (-48%)

Value$96 (-$144.9K)

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares1,442 from 1,350

Change+92 (+7%)

Value$90.2K (+$23.4K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares1,433 from 1,409

Change+24 (+2%)

Value$89.6K (+$19.9K)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares1,183 from 1,838

Change-655 (-36%)

Value$74 (-$90.9K)

Filed 2026-10-30

IFP Advisors, Inc

INCREASED

Shares1,168 from 1,164

Change+4 (+0%)

Value$73.0K (+$15.4K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares1,112 from 1,040

Change+72 (+7%)

Value$69.5K (+$18.1K)

Filed 2026-11-04

KBC Group NV

UNCHANGED

Shares993 from 993

Change0 (0%)

Value$62 (-$48.9K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares932 from 98

Change+834 (+851%)

Value$58.3K (+$53.4K)

Filed 2026-10-22

Buck Wealth Strategies, LLC

UNCHANGED

Shares755 from 755

Change0 (0%)

Value$47.2K (+$9.9K)

Filed 2026-10-28

Fortitude Family Office, LLC

INCREASED

Shares602 from 105

Change+497 (+473%)

Value$37.6K (+$32.5K)

Filed 2026-10-14

Cullen T Bankers, Inc.

INCREASED

Shares448 from 409

Change+39 (+10%)

Value$28.0K (+$7.8K)

Filed 2026-10-28

Essential Partners LLC

INCREASED

Shares440 from 426

Change+14 (+3%)

Value$27.5K (+$6.4K)

Filed 2026-10-14

True Wealth Design, LLC

UNCHANGED

Shares408 from 408

Change0 (0%)

Value$25.5K (+$5.3K)

Filed 2026-10-13

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$23.1K (+$4.8K)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares358

Change+358

Value$22.4K

Filed 2026-10-21

Harbor Capital Advisors, Inc.

DECREASED

Shares342 from 408

Change-66 (-16%)

Value$21 (-$20.0K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares207 from 72

Change+135 (+188%)

Value$12.9K (+$9.4K)

Filed 2026-10-26

Owl Creek Wealth Partners LLC

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$12.2K (+$2.5K)

Filed 2026-10-20

Reyes Financial Architecture, Inc.

NEW

Shares193

Change+193

Value$12.1K

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares120

Change+120

Value$7.5K

Filed 2026-10-30

Avion Wealth

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$7 (+$2)

Filed 2026-11-04

SBI Securities Co., Ltd.

NEW

Shares114

Change+114

Value$7.1K

Filed 2026-10-22

Plato Investment Management Ltd

DECREASED

Shares107 from 2,472

Change-2,365 (-96%)

Value$6.7K (-$114.9K)

Filed 2026-11-05

Fulcrum Asset Management LLP

INCREASED

Shares83 from 15

Change+68 (+453%)

Value$5.2K (+$4.4K)

Filed 2026-11-04

Bell Investment Advisors, Inc

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$5.0K (+$1.0K)

Filed 2026-10-29

Private Wealth Management Group, LLC

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$4.9K (+$1.0K)

Filed 2026-10-19

Caitong International Asset Management Co., Ltd

INCREASED

Shares73 from 5

Change+68 (+1360%)

Value$4.6K (+$4.3K)

Filed 2026-10-29

Parkside Financial Bank & Trust

INCREASED

Shares73 from 61

Change+12 (+20%)

Value$4.6K (+$1.5K)

Filed 2026-10-27

First Horizon Corp

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$4.2K (+$874)

Filed 2026-10-26

Larson Financial Group LLC

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$2.7K (+$561)

Filed 2026-11-05

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$2.4K (+$509)

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$2.1K (+$431)

Filed 2026-10-26

Clark Wealth Partners

NEW

Shares31

Change+31

Value$1.9K

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$1.7K (+$353)

Filed 2026-10-27

Bare Financial Services, Inc

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.6K (+$327)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.6K (+$326)

Filed 2026-10-20

JFS Wealth Advisors, LLC

INCREASED

Shares20 from 12

Change+8 (+67%)

Value$1.3K (+$657)

Filed 2026-11-03

Blue Trust, Inc.

INCREASED

Shares18 from 12

Change+6 (+50%)

Value$1.1K (+$532)

Filed 2026-10-15

North Star Investment Management Corp.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.0K (+$209)

Filed 2026-10-27

Bay Harbor Wealth Management, LLC

INCREASED

Shares13 from 3

Change+10 (+333%)

Value$813 (+$665)

Filed 2026-11-03

Creative Capital Management Investments LLC

INCREASED

Shares12 from 6

Change+6 (+100%)

Value$750 (+$453)

Filed 2026-10-28

Ascentis Wealth Management, LLC

NEW

Shares10

Change+10

Value$625

Filed 2026-11-03

Pension & Wealth Management Advisors, Inc.

NEW

Shares7

Change+7

Value$438

Filed 2026-10-16

Silver Grove Financial Group, Inc.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$438 (+$92)

Filed 2026-11-05

DiNuzzo Private Wealth, Inc.

INCREASED

Shares6 from 4

Change+2 (+50%)

Value$376 (+$178)

Filed 2026-10-16

TD Private Client Wealth LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$250 (+$52)

Filed 2026-10-28

DecisionPoint Financial, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$195 (+$141)

Filed 2026-10-27

Hughes Financial Services, LLC

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$191 (-$7)

Filed 2026-10-30

Trust Co

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$188 (+$40)

Filed 2026-10-09

Wedge Capital Management L L P

CLOSED

Shares0 from 42,209

Change-42,209 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-13

Linden Thomas Advisory Services, LLC

CLOSED

Shares0 from 18,426

Change-18,426 (-100%)

Value$0 (-$911.9K)

Filed 2026-10-19

MacKenzie Financial Corp

CLOSED

Shares0 from 16,052

Change-16,052 (-100%)

Value$0 (-$794.4K)

Filed 2026-11-02

Exchange Traded Concepts, LLC

CLOSED

Shares0 from 5,916

Change-5,916 (-100%)

Value$0 (-$292.8K)

Filed 2026-10-28

Cornerstone Planning Group LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-16

Navigoe, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-11-04

Atairos Group, Inc.

N/A

Shares— from 18,085,773

Change-18,085,773 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,589,639

Change-2,589,639 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 1,537,433

Change-1,537,433 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,311,830

Change-1,311,830 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,177,371

Change-1,177,371 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,067,963

Change-1,067,963 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 922,297

Change-922,297 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 826,534

Change-826,534 (-100%)

Value—

State Street Corp

N/A

Shares— from 737,662

Change-737,662 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 718,687

Change-718,687 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 657,214

Change-657,214 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 615,747

Change-615,747 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 605,810

Change-605,810 (-100%)

Value—

Frontier Capital Management Co LLC

N/A

Shares— from 569,006

Change-569,006 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 544,811

Change-544,811 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 539,838

Change-539,838 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 503,375

Change-503,375 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 477,055

Change-477,055 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 381,864

Change-381,864 (-100%)

Value—

Barclays PLC

N/A

Shares— from 352,978

Change-352,978 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 344,985

Change-344,985 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 298,727

Change-298,727 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 280,315

Change-280,315 (-100%)

Value—

Man Group plc

N/A

Shares— from 277,903

Change-277,903 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 262,117

Change-262,117 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 258,918

Change-258,918 (-100%)

Value—

Heron Bay Capital Management

N/A

Shares— from 258,834

Change-258,834 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 248,221

Change-248,221 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 245,454

Change-245,454 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 208,672

Change-208,672 (-100%)

Value—

FMR LLC

N/A

Shares— from 206,844

Change-206,844 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 200,738

Change-200,738 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 200,336

Change-200,336 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 194,450

Change-194,450 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 160,717

Change-160,717 (-100%)

Value—

Moore Capital Management, LP

N/A

Shares— from 159,336

Change-159,336 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 158,359

Change-158,359 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 153,404

Change-153,404 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 152,512

Change-152,512 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 149,114

Change-149,114 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 147,700

Change-147,700 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 135,553

Change-135,553 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 123,063

Change-123,063 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 122,473

Change-122,473 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 114,355

Change-114,355 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 113,883

Change-113,883 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 103,443

Change-103,443 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 102,182

Change-102,182 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 91,505

Change-91,505 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 79,773

Change-79,773 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 75,508

Change-75,508 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 72,930

Change-72,930 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 72,783

Change-72,783 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 70,704

Change-70,704 (-100%)

Value—

Norges Bank

N/A

Shares— from 67,200

Change-67,200 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 65,946

Change-65,946 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 59,893

Change-59,893 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 55,600

Change-55,600 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 55,214

Change-55,214 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 53,579

Change-53,579 (-100%)

Value—

Clark Estates Inc

N/A

Shares— from 52,500

Change-52,500 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 51,952

Change-51,952 (-100%)

Value—

Cinctive Capital Management LP

N/A

Shares— from 44,974

Change-44,974 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 44,136

Change-44,136 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 43,531

Change-43,531 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 43,282

Change-43,282 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 43,149

Change-43,149 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 41,503

Change-41,503 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 38,810

Change-38,810 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 38,726

Change-38,726 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 38,056

Change-38,056 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 37,794

Change-37,794 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 36,439

Change-36,439 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 31,792

Change-31,792 (-100%)

Value—

UBS Group AG

N/A

Shares— from 31,304

Change-31,304 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 31,179

Change-31,179 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 31,076

Change-31,076 (-100%)

Value—

Varcov Co.

N/A

Shares— from 30,390

Change-30,390 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 28,560

Change-28,560 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 28,546

Change-28,546 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 28,089

Change-28,089 (-100%)

Value—

Morningstar Investment Management LLC

N/A

Shares— from 27,923

Change-27,923 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 27,030

Change-27,030 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 26,760

Change-26,760 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 26,391

Change-26,391 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 26,243

Change-26,243 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 25,068

Change-25,068 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 24,893

Change-24,893 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 24,849

Change-24,849 (-100%)

Value—

GHE, LLC

N/A

Shares— from 24,595

Change-24,595 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 23,073

Change-23,073 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 23,066

Change-23,066 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 22,928

Change-22,928 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 20,647

Change-20,647 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 20,003

Change-20,003 (-100%)

Value—

Jordan Park Group LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 18,333

Change-18,333 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 17,559

Change-17,559 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 16,959

Change-16,959 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 16,926

Change-16,926 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 16,841

Change-16,841 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 16,213

Change-16,213 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 16,020

Change-16,020 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 16,017

Change-16,017 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 15,898

Change-15,898 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 15,845

Change-15,845 (-100%)

Value—

Omers Administration Corp

N/A

Shares— from 15,450

Change-15,450 (-100%)

Value—

EFG International AG

N/A

Shares— from 15,206

Change-15,206 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 15,100

Change-15,100 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 14,822

Change-14,822 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 14,596

Change-14,596 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 14,391

Change-14,391 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 14,264

Change-14,264 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 13,815

Change-13,815 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 12,600

Change-12,600 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 12,585

Change-12,585 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 12,528

Change-12,528 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 11,967

Change-11,967 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 11,128

Change-11,128 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 10,046

Change-10,046 (-100%)

Value—

Quantedge Capital Pte Ltd

N/A

Shares— from 9,900

Change-9,900 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 9,811

Change-9,811 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 9,786

Change-9,786 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 9,406

Change-9,406 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 9,095

Change-9,095 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 9,057

Change-9,057 (-100%)

Value—

Optimize Financial Inc.

N/A

Shares— from 8,974

Change-8,974 (-100%)

Value—

Sound Capital Solutions LLC

N/A

Shares— from 8,974

Change-8,974 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 8,595

Change-8,595 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 8,393

Change-8,393 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,347

Change-8,347 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 7,937

Change-7,937 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 7,588

Change-7,588 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 7,407

Change-7,407 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 7,390

Change-7,390 (-100%)

Value—

Allstate Corp

N/A

Shares— from 7,070

Change-7,070 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,820

Change-6,820 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 6,738

Change-6,738 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 6,636

Change-6,636 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 6,120

Change-6,120 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 6,040

Change-6,040 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 6,025

Change-6,025 (-100%)

Value—

&partners

N/A

Shares— from 5,714

Change-5,714 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 5,691

Change-5,691 (-100%)

Value—

New Vernon Capital Holdings II LLC

N/A

Shares— from 5,511

Change-5,511 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 5,478

Change-5,478 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,669

Change-4,669 (-100%)

Value—

Oxford Asset Management LLP

N/A

Shares— from 4,646

Change-4,646 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 4,548

Change-4,548 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 4,521

Change-4,521 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 4,350

Change-4,350 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 4,207

Change-4,207 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 4,135

Change-4,135 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 4,130

Change-4,130 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,566

Change-3,566 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,501

Change-2,501 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,329

Change-2,329 (-100%)

Value—

Hikari Tsushin, Inc.

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 1,778

Change-1,778 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,601

Change-1,601 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,529

Change-1,529 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,398

Change-1,398 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 1,288

Change-1,288 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,204

Change-1,204 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 1,119

Change-1,119 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 845

Change-845 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 599

Change-599 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 450

Change-450 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 370

Change-370 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 325

Change-325 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 236

Change-236 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 188

Change-188 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 155

Change-155 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 130

Change-130 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 95

Change-95 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 93

Change-93 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 80

Change-80 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 77

Change-77 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 77

Change-77 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

Quarry LP

N/A

Shares— from 40

Change-40 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 18

Change-18 (-100%)

Value—

Three Bearings Fiduciary Advisors, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	833,397	724,808	+108,589	+15%	$35.9M	$52.1M	+$16.2M	2026-11-04
Bank of New York Mellon Corp	INCREASED	272,996	261,032	+11,964	+5%	$12.9M	$17.1M	+$4.2M	2026-11-05
Creative Planning	INCREASED	160,496	150,454	+10,042	+7%	$7.4M	$10.0M	+$2.6M	2026-11-02
Principal Financial Group Inc	DECREASED	69,575	88,925	-19,350	-22%	$4.4M	$4.4M	-$49.7K	2026-11-02
Leuthold Group, LLC	NEW	65,916	—	+65,916	—	—	$4.1M	—	2026-11-04
Oppenheimer Asset Management Inc.	INCREASED	58,894	46,053	+12,841	+28%	$2.3M	$3.7M	+$1.4M	2026-10-27
Fifth Third Bancorp	INCREASED	58,296	19,531	+38,765	+198%	$966.6K	$3.6M	+$2.7M	2026-11-05
Citigroup Inc	INCREASED	36,784	20,253	+16,531	+82%	$1.0M	$2.3M	+$1.3M	2026-11-04
Y-Intercept (Hong Kong) Ltd	DECREASED	35,205	70,738	-35,533	-50%	$3.5M	$2.2M	-$1.3M	2026-10-16
GHP Investment Advisors, Inc.	INCREASED	33,263	30,400	+2,863	+9%	$1.5M	$2.1M	+$575.8K	2026-10-15
Mirador Capital Partners LP	INCREASED	28,364	28,321	+43	+0%	$1.4M	$1.8M	+$372.3K	2026-10-09
Wealth Enhancement Advisory Services, LLC	INCREASED	27,041	17,574	+9,467	+54%	$976.1K	$1.8M	+$821.9K	2026-10-13
Allspring Global Investments Holdings, LLC	INCREASED	18,008	17,305	+703	+4%	$920.5K	$1.2M	+$247.5K	2026-11-04
State of New Jersey Common Pension Fund D	NEW	17,073	—	+17,073	—	—	$1.1M	—	2026-11-05
SummerHaven Investment Management, LLC	NEW	16,466	—	+16,466	—	—	$1.0M	—	2026-10-19
Quadrant Capital Group LLC	DECREASED	14,736	15,969	-1,233	-8%	$790.3K	$983.2K	+$192.9K	2026-10-20
Strs Ohio	INCREASED	14,500	10,700	+3,800	+36%	$529.5K	$906.8K	+$377.3K	2026-10-30
Highland Capital Management, LLC	NEW	13,321	—	+13,321	—	—	$833.1K	—	2026-10-26
Inscription Capital, LLC	DECREASED	12,301	13,341	-1,040	-8%	$660.2K	$769.3K	+$109.1K	2026-11-02
Evergreen Capital Management LLC	UNCHANGED	10,957	10,957	0	0%	$542.3K	$685.3K	+$143.0K	2026-10-23
Vise Technologies, Inc.	DECREASED	10,920	11,461	-541	-5%	$567.2K	$682.9K	+$115.7K	2026-10-29
Baxter Bros Inc	UNCHANGED	10,670	10,670	0	0%	$528.1K	$667.3K	+$139.2K	2026-11-04
Atria Investments, Inc	INCREASED	9,471	7,610	+1,861	+24%	$376.6K	$592.3K	+$215.7K	2026-10-15
Arizona State Retirement System	INCREASED	7,766	7,636	+130	+2%	$377.9K	$485.7K	+$107.8K	2026-11-03
Brighton Jones LLC	INCREASED	7,503	7,385	+118	+2%	$365.5K	$469.2K	+$103.8K	2026-11-03
DekaBank Deutsche Girozentrale	NEW	6,562	—	+6,562	—	—	$414	—	2026-10-27
Fifth Third Wealth Advisors LLC	NEW	5,016	—	+5,016	—	—	$313.7K	—	2026-10-22
Swiss Life Asset Management Ltd	DECREASED	4,809	5,567	-758	-14%	$275.5K	$300.8K	+$25.2K	2026-11-03
State of Wyoming	DECREASED	4,807	4,899	-92	-2%	$242.5K	$300.6K	+$58.2K	2026-10-28
Pictet Asset Management Holding SA	INCREASED	4,628	4,407	+221	+5%	$218.1K	$289.4K	+$71.3K	2026-11-03
Arga Investment Management, LP	DECREASED	4,395	4,978	-583	-12%	$246.4K	$274.9K	+$28.5K	2026-10-30
Kaydan Wealth Management, Inc.	UNCHANGED	4,211	4,211	0	0%	$208.4K	$263.4K	+$55.0K	2026-10-08
HUB Investment Partners, LLC	NEW	4,168	—	+4,168	—	—	$260.7K	—	2026-11-03
Ethic Inc.	NEW	3,979	—	+3,979	—	—	$248.9K	—	2026-11-03
Prospera Financial Services Inc	NEW	3,698	—	+3,698	—	—	$237.7K	—	2026-11-04
Abel Hall, LLC	NEW	3,582	—	+3,582	—	—	$224.0K	—	2026-10-19
Eiger Wealth Management, LLC	NEW	3,532	—	+3,532	—	—	$220.9K	—	2026-11-03
ProShare Advisors LLC	NEW	3,517	—	+3,517	—	—	$220.0K	—	2026-10-29
Anchyra Partners LLC	NEW	3,238	—	+3,238	—	—	$202.5K	—	2026-10-13
Signaturefd, LLC	DECREASED	3,072	3,076	-4	0%	$152.2K	$192.1K	+$39.9K	2026-10-23
Daiwa Securities Group Inc.	INCREASED	2,961	2,348	+613	+26%	$116.2K	$185.2K	+$69.0K	2026-10-29
Versant Capital Management, Inc	UNCHANGED	2,931	2,931	0	0%	$145.1K	$183.3K	+$38.3K	2026-10-02
Farther Finance Advisors, LLC	INCREASED	2,894	1,747	+1,147	+66%	$87.2K	$181.0K	+$93.9K	2026-10-08
New York State Teachers Retirement System	UNCHANGED	2,724	2,724	0	0%	$135.0K	$170	-$134.8K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	2,530	1,506	+1,024	+68%	$74.5K	$158.2K	+$83.7K	2026-10-20
Mirae Asset Global Investments Co., Ltd.	INCREASED	2,326	449	+1,877	+418%	$22.2K	$145.5K	+$123.2K	2026-11-03
Hilltop National Bank	INCREASED	1,721	1,262	+459	+36%	$62.5K	$107.6K	+$45.2K	2026-10-14
Parallel Advisors, LLC	INCREASED	1,601	904	+697	+77%	$44.7K	$100.1K	+$55.4K	2026-11-03
State of Alaska, Department of Revenue	DECREASED	1,538	2,930	-1,392	-48%	$145.0K	$96	-$144.9K	2026-10-15
Gamma Investing LLC	INCREASED	1,442	1,350	+92	+7%	$66.8K	$90.2K	+$23.4K	2026-10-08
US Bancorp \de\	INCREASED	1,433	1,409	+24	+2%	$69.7K	$89.6K	+$19.9K	2026-11-05
Covestor Ltd	DECREASED	1,183	1,838	-655	-36%	$91.0K	$74	-$90.9K	2026-10-30
IFP Advisors, Inc	INCREASED	1,168	1,164	+4	+0%	$57.6K	$73.0K	+$15.4K	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	1,112	1,040	+72	+7%	$51.5K	$69.5K	+$18.1K	2026-11-04
KBC Group NV	UNCHANGED	993	993	0	0%	$49.0K	$62	-$48.9K	2026-10-22
Sterling Capital Management LLC	INCREASED	932	98	+834	+851%	$4.9K	$58.3K	+$53.4K	2026-10-22
Buck Wealth Strategies, LLC	UNCHANGED	755	755	0	0%	$37.4K	$47.2K	+$9.9K	2026-10-28
Fortitude Family Office, LLC	INCREASED	602	105	+497	+473%	$5.2K	$37.6K	+$32.5K	2026-10-14
Cullen T Bankers, Inc.	INCREASED	448	409	+39	+10%	$20.2K	$28.0K	+$7.8K	2026-10-28
Essential Partners LLC	INCREASED	440	426	+14	+3%	$21.1K	$27.5K	+$6.4K	2026-10-14
True Wealth Design, LLC	UNCHANGED	408	408	0	0%	$20.2K	$25.5K	+$5.3K	2026-10-13
MassMutual Private Wealth & Trust, FSB	UNCHANGED	370	370	0	0%	$18.3K	$23.1K	+$4.8K	2026-10-05
Root Financial Partners, LLC	NEW	358	—	+358	—	—	$22.4K	—	2026-10-21
Harbor Capital Advisors, Inc.	DECREASED	342	408	-66	-16%	$20.0K	$21	-$20.0K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	207	72	+135	+188%	$3.6K	$12.9K	+$9.4K	2026-10-26
Owl Creek Wealth Partners LLC	UNCHANGED	195	195	0	0%	$9.7K	$12.2K	+$2.5K	2026-10-20
Reyes Financial Architecture, Inc.	NEW	193	—	+193	—	—	$12.1K	—	2026-10-22
Provenance Wealth Advisors, LLC	NEW	120	—	+120	—	—	$7.5K	—	2026-10-30
Avion Wealth	UNCHANGED	119	119	0	0%	$5	$7	+$2	2026-11-04
SBI Securities Co., Ltd.	NEW	114	—	+114	—	—	$7.1K	—	2026-10-22
Plato Investment Management Ltd	DECREASED	107	2,472	-2,365	-96%	$121.6K	$6.7K	-$114.9K	2026-11-05
Fulcrum Asset Management LLP	INCREASED	83	15	+68	+453%	$760	$5.2K	+$4.4K	2026-11-04
Bell Investment Advisors, Inc	UNCHANGED	80	80	0	0%	$4.0K	$5.0K	+$1.0K	2026-10-29
Private Wealth Management Group, LLC	UNCHANGED	79	79	0	0%	$3.9K	$4.9K	+$1.0K	2026-10-19
Caitong International Asset Management Co., Ltd	INCREASED	73	5	+68	+1360%	$247	$4.6K	+$4.3K	2026-10-29
Parkside Financial Bank & Trust	INCREASED	73	61	+12	+20%	$3.0K	$4.6K	+$1.5K	2026-10-27
First Horizon Corp	UNCHANGED	67	67	0	0%	$3.3K	$4.2K	+$874	2026-10-26
Larson Financial Group LLC	UNCHANGED	43	43	0	0%	$2.1K	$2.7K	+$561	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	39	39	0	0%	$1.9K	$2.4K	+$509	2026-11-05
Lanark Financial, Inc.	UNCHANGED	33	33	0	0%	$1.6K	$2.1K	+$431	2026-10-26
Clark Wealth Partners	NEW	31	—	+31	—	—	$1.9K	—	2026-10-19
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	27	27	0	0%	$1.3K	$1.7K	+$353	2026-10-27
Bare Financial Services, Inc	UNCHANGED	25	25	0	0%	$1.2K	$1.6K	+$327	2026-11-04
Physician Wealth Advisors, Inc.	UNCHANGED	25	25	0	0%	$1.2K	$1.6K	+$326	2026-10-20
JFS Wealth Advisors, LLC	INCREASED	20	12	+8	+67%	$594	$1.3K	+$657	2026-11-03
Blue Trust, Inc.	INCREASED	18	12	+6	+50%	$594	$1.1K	+$532	2026-10-15
North Star Investment Management Corp.	UNCHANGED	16	16	0	0%	$792	$1.0K	+$209	2026-10-27
Bay Harbor Wealth Management, LLC	INCREASED	13	3	+10	+333%	$148	$813	+$665	2026-11-03
Creative Capital Management Investments LLC	INCREASED	12	6	+6	+100%	$297	$750	+$453	2026-10-28
Ascentis Wealth Management, LLC	NEW	10	—	+10	—	—	$625	—	2026-11-03
Pension & Wealth Management Advisors, Inc.	NEW	7	—	+7	—	—	$438	—	2026-10-16
Silver Grove Financial Group, Inc.	UNCHANGED	7	7	0	0%	$346	$438	+$92	2026-11-05
DiNuzzo Private Wealth, Inc.	INCREASED	6	4	+2	+50%	$198	$376	+$178	2026-10-16
TD Private Client Wealth LLC	UNCHANGED	4	4	0	0%	$198	$250	+$52	2026-10-28
DecisionPoint Financial, LLC	INCREASED	3	1	+2	+200%	$54	$195	+$141	2026-10-27
Hughes Financial Services, LLC	DECREASED	3	4	-1	-25%	$198	$191	-$7	2026-10-30
Trust Co	UNCHANGED	3	3	0	0%	$148	$188	+$40	2026-10-09
Wedge Capital Management L L P	CLOSED	0	42,209	-42,209	-100%	$2.1M	$0	-$2.1M	2026-10-13
Linden Thomas Advisory Services, LLC	CLOSED	0	18,426	-18,426	-100%	$911.9K	$0	-$911.9K	2026-10-19
MacKenzie Financial Corp	CLOSED	0	16,052	-16,052	-100%	$794.4K	$0	-$794.4K	2026-11-02
Exchange Traded Concepts, LLC	CLOSED	0	5,916	-5,916	-100%	$292.8K	$0	-$292.8K	2026-10-28
Cornerstone Planning Group LLC	CLOSED	0	21	-21	-100%	$1.3K	$0	-$1.3K	2026-10-16
Navigoe, LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-11-04
Atairos Group, Inc.	N/A	—	18,085,773	-18,085,773	-100%	$895.1M	—	—	—
BlackRock, Inc.	N/A	—	2,589,639	-2,589,639	-100%	$128.2M	—	—	—
Earnest Partners LLC	N/A	—	1,537,433	-1,537,433	-100%	$76.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,311,830	-1,311,830	-100%	$64.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,177,371	-1,177,371	-100%	$58.3M	—	—	—
Wellington Management Group LLP	N/A	—	1,067,963	-1,067,963	-100%	$52.9M	—	—	—
American Century Companies Inc	N/A	—	922,297	-922,297	-100%	$45.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	826,534	-826,534	-100%	$40.9M	—	—	—
State Street Corp	N/A	—	737,662	-737,662	-100%	$36.5M	—	—	—
Geode Capital Management, LLC	N/A	—	718,687	-718,687	-100%	$35.6M	—	—	—
Massachusetts Financial Services Co	N/A	—	657,214	-657,214	-100%	$34.2M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	615,747	-615,747	-100%	$30.5M	—	—	—
AQR Capital Management LLC	N/A	—	605,810	-605,810	-100%	$30.0M	—	—	—
Frontier Capital Management Co LLC	N/A	—	569,006	-569,006	-100%	$28.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	544,811	-544,811	-100%	$27.0M	—	—	—
Morgan Stanley	N/A	—	539,838	-539,838	-100%	$26.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	503,375	-503,375	-100%	$24.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	477,055	-477,055	-100%	$23.6M	—	—	—
Nuveen, LLC	N/A	—	381,864	-381,864	-100%	$18.9M	—	—	—
Barclays PLC	N/A	—	352,978	-352,978	-100%	$17.5M	—	—	—
Allianz Asset Management GmbH	N/A	—	344,985	-344,985	-100%	$17.1M	—	—	—
Federated Hermes, Inc.	N/A	—	298,727	-298,727	-100%	$14.8M	—	—	—
Northern Trust Corp	N/A	—	280,315	-280,315	-100%	$13.9M	—	—	—
Man Group plc	N/A	—	277,903	-277,903	-100%	$13.8M	—	—	—
SG Americas Securities, LLC	N/A	—	262,117	-262,117	-100%	$13.0M	—	—	—
Bank of America Corp	N/A	—	258,918	-258,918	-100%	$12.8M	—	—	—
Heron Bay Capital Management	N/A	—	258,834	-258,834	-100%	$12.8M	—	—	—
New York State Common Retirement Fund	N/A	—	248,221	-248,221	-100%	$12.3M	—	—	—
Jupiter Topco LLC	N/A	—	245,454	-245,454	-100%	$12.1M	—	—	—
Pacer Advisors, Inc.	N/A	—	208,672	-208,672	-100%	$10.3M	—	—	—
FMR LLC	N/A	—	206,844	-206,844	-100%	$10.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	200,738	-200,738	-100%	$9.9M	—	—	—
Voloridge Investment Management, LLC	N/A	—	200,336	-200,336	-100%	$9.9M	—	—	—
Algert Global LLC	N/A	—	194,450	-194,450	-100%	$9.6M	—	—	—
Quantinno Capital Management LP	N/A	—	160,717	-160,717	-100%	$8.0M	—	—	—
Moore Capital Management, LP	N/A	—	159,336	-159,336	-100%	$7.9M	—	—	—
Citadel Advisors LLC	N/A	—	158,359	-158,359	-100%	$7.8M	—	—	—
Edgestream Partners, L.P.	N/A	—	153,404	-153,404	-100%	$7.6M	—	—	—
SEI Investments Co	N/A	—	152,512	-152,512	-100%	$7.5M	—	—	—
Wells Fargo & Company	N/A	—	149,114	-149,114	-100%	$7.4M	—	—	—
Renaissance Technologies LLC	N/A	—	147,700	-147,700	-100%	$7.3M	—	—	—
Nordea Investment Management AB	N/A	—	135,553	-135,553	-100%	$6.7M	—	—	—
Jane Street Group, LLC	N/A	—	123,063	-123,063	-100%	$6.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	122,473	-122,473	-100%	$6.1M	—	—	—
Summit Trail Advisors, LLC	N/A	—	114,355	-114,355	-100%	$5.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	113,883	-113,883	-100%	$5.6M	—	—	—
Russell Investments Group, Ltd.	N/A	—	103,443	-103,443	-100%	$5.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	102,182	-102,182	-100%	$5.1M	—	—	—
Marshall Wace, LLP	N/A	—	91,505	-91,505	-100%	$4.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	79,773	-79,773	-100%	$3.9M	—	—	—
First Trust Advisors LP	N/A	—	75,508	-75,508	-100%	$3.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	72,930	-72,930	-100%	$3.6M	—	—	—
GSA Capital Partners LLP	N/A	—	72,783	-72,783	-100%	$3.6M	—	—	—
Victory Capital Management Inc	N/A	—	70,704	-70,704	-100%	$3.5M	—	—	—
Norges Bank	N/A	—	67,200	-67,200	-100%	$3.3M	—	—	—
IEQ Capital, LLC	N/A	—	65,946	-65,946	-100%	$3.3M	—	—	—
JPMorgan Chase & Co	N/A	—	59,893	-59,893	-100%	$3.1M	—	—	—
Swiss National Bank	N/A	—	55,600	-55,600	-100%	$2.8M	—	—	—
Capital Fund Management S.A.	N/A	—	55,214	-55,214	-100%	$2.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	53,579	-53,579	-100%	$2.7M	—	—	—
Clark Estates Inc	N/A	—	52,500	-52,500	-100%	$2.6M	—	—	—
Two Sigma Investments, LP	N/A	—	51,952	-51,952	-100%	$2.6M	—	—	—
Cinctive Capital Management LP	N/A	—	44,974	-44,974	-100%	$2.2M	—	—	—
IFG Advisory, LLC	N/A	—	44,136	-44,136	-100%	$2.2M	—	—	—
Brevan Howard Capital Management LP	N/A	—	43,531	-43,531	-100%	$2.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	43,282	-43,282	-100%	$2.1M	—	—	—
Voya Investment Management LLC	N/A	—	43,149	-43,149	-100%	$2.1M	—	—	—
Invesco Ltd.	N/A	—	41,503	-41,503	-100%	$2.1M	—	—	—
Mariner, LLC	N/A	—	38,810	-38,810	-100%	$1.9M	—	—	—
Engineers Gate Manager LP	N/A	—	38,726	-38,726	-100%	$1.9M	—	—	—
XTX Topco Ltd	N/A	—	38,056	-38,056	-100%	$1.9M	—	—	—
Rhumbline Advisers	N/A	—	37,794	-37,794	-100%	$1.9M	—	—	—
Teacher Retirement System of Texas	N/A	—	36,439	-36,439	-100%	$1.8M	—	—	—
Deutsche Bank Ag\	N/A	—	31,792	-31,792	-100%	$1.6M	—	—	—
UBS Group AG	N/A	—	31,304	-31,304	-100%	$1.5M	—	—	—
California State Teachers Retirement System	N/A	—	31,179	-31,179	-100%	$1.5M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	31,076	-31,076	-100%	$1.5M	—	—	—
Varcov Co.	N/A	—	30,390	-30,390	-100%	$1.5M	—	—	—
Prudential Financial Inc	N/A	—	28,560	-28,560	-100%	$1.4M	—	—	—
Zacks Investment Management	N/A	—	28,546	-28,546	-100%	$1.4M	—	—	—
Alliancebernstein L.P.	N/A	—	28,089	-28,089	-100%	$1.0M	—	—	—
Morningstar Investment Management LLC	N/A	—	27,923	-27,923	-100%	$1.0M	—	—	—
Jennison Associates LLC	N/A	—	27,030	-27,030	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	26,760	-26,760	-100%	$1.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	26,391	-26,391	-100%	$1.3M	—	—	—
Nomura Holdings Inc	N/A	—	26,243	-26,243	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	25,068	-25,068	-100%	$1.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	24,893	-24,893	-100%	$1.2M	—	—	—
Legal & General Group Plc	N/A	—	24,849	-24,849	-100%	$1.2M	—	—	—
GHE, LLC	N/A	—	24,595	-24,595	-100%	$1.2M	—	—	—
Acadian Asset Management LLC	N/A	—	23,073	-23,073	-100%	$1.1M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	23,066	-23,066	-100%	$1.1M	—	—	—
Dark Forest Capital Management LP	N/A	—	22,928	-22,928	-100%	$1.1M	—	—	—
FOX RUN Management, L.L.C.	N/A	—	20,647	-20,647	-100%	$1.0M	—	—	—
Aristeia Capital, L.L.C.	N/A	—	20,003	-20,003	-100%	$989.9K	—	—	—
Jordan Park Group LLC	N/A	—	20,000	-20,000	-100%	$989.8K	—	—	—
HSBC Holdings PLC	N/A	—	18,333	-18,333	-100%	$909.7K	—	—	—
Arax Advisory Partners	N/A	—	17,559	-17,559	-100%	$869.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	16,959	-16,959	-100%	$839.3K	—	—	—
Vident Advisory, LLC	N/A	—	16,926	-16,926	-100%	$837.7K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	16,841	-16,841	-100%	$833.5K	—	—	—
Lazard Asset Management LLC	N/A	—	16,213	-16,213	-100%	$802.4K	—	—	—
Voleon Capital Management LP	N/A	—	16,020	-16,020	-100%	$792.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	16,017	-16,017	-100%	$792.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	15,898	-15,898	-100%	$786.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	15,845	-15,845	-100%	$784.2K	—	—	—
Omers Administration Corp	N/A	—	15,450	-15,450	-100%	$764.6K	—	—	—
EFG International AG	N/A	—	15,206	-15,206	-100%	$752.5K	—	—	—
Canada Pension Plan Investment Board	N/A	—	15,100	-15,100	-100%	$747.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	14,822	-14,822	-100%	$733.5K	—	—	—
Captrust Financial Advisors	N/A	—	14,596	-14,596	-100%	$722.4K	—	—	—
Jump Financial, LLC	N/A	—	14,391	-14,391	-100%	$712.2K	—	—	—
LPL Financial LLC	N/A	—	14,264	-14,264	-100%	$705.9K	—	—	—
DRW Securities, LLC	N/A	—	13,815	-13,815	-100%	$683.7K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	12,600	-12,600	-100%	$623.6K	—	—	—
Royce & Associates LP	N/A	—	12,585	-12,585	-100%	$622.8K	—	—	—
Arkadios Wealth Advisors	N/A	—	12,528	-12,528	-100%	$620.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	11,967	-11,967	-100%	$592.2K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	11,128	-11,128	-100%	$550.7K	—	—	—
Mirabella Financial Services LLP	N/A	—	10,046	-10,046	-100%	$497.2K	—	—	—
Quantedge Capital Pte Ltd	N/A	—	9,900	-9,900	-100%	$490.0K	—	—	—
Bridgewater Associates, LP	N/A	—	9,811	-9,811	-100%	$485.5K	—	—	—
Stifel Financial Corp	N/A	—	9,786	-9,786	-100%	$484.3K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	9,406	-9,406	-100%	$465.5K	—	—	—
Empowered Funds, LLC	N/A	—	9,095	-9,095	-100%	$447.5K	—	—	—
Quadrature Capital Ltd	N/A	—	9,057	-9,057	-100%	$448.2K	—	—	—
Optimize Financial Inc.	N/A	—	8,974	-8,974	-100%	$444.1K	—	—	—
Sound Capital Solutions LLC	N/A	—	8,974	-8,974	-100%	$441.5K	—	—	—
Banque Cantonale Vaudoise	N/A	—	8,595	-8,595	-100%	$425.0K	—	—	—
Focus Partners Wealth	N/A	—	8,393	-8,393	-100%	$415.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,347	-8,347	-100%	$413.1K	—	—	—
Handelsbanken Fonder AB	N/A	—	7,937	-7,937	-100%	$393	—	—	—
Inspire Advisors, LLC	N/A	—	7,588	-7,588	-100%	$375.5K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	7,407	-7,407	-100%	$366.6K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	7,390	-7,390	-100%	$365.7K	—	—	—
Allstate Corp	N/A	—	7,070	-7,070	-100%	$349.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,820	-6,820	-100%	$337.5K	—	—	—
Franklin Resources Inc	N/A	—	6,738	-6,738	-100%	$333.5K	—	—	—
Merit Financial Group, LLC	N/A	—	6,636	-6,636	-100%	$328.4K	—	—	—
Canada Life Assurance Co	N/A	—	6,120	-6,120	-100%	$303.0K	—	—	—
Intech Investment Management LLC	N/A	—	6,040	-6,040	-100%	$298.9K	—	—	—
Jain Global LLC	N/A	—	6,025	-6,025	-100%	$298.2K	—	—	—
&partners	N/A	—	5,714	-5,714	-100%	$283.0K	—	—	—
Curi Capital, LLC	N/A	—	5,691	-5,691	-100%	$281.6K	—	—	—
New Vernon Capital Holdings II LLC	N/A	—	5,511	-5,511	-100%	$272.7K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	5,478	-5,478	-100%	$271.1K	—	—	—
Royal Bank of Canada	N/A	—	4,669	-4,669	-100%	$231.0K	—	—	—
Oxford Asset Management LLP	N/A	—	4,646	-4,646	-100%	$229.9K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	4,548	-4,548	-100%	$225.1K	—	—	—
Connable Office Inc	N/A	—	4,521	-4,521	-100%	$223.7K	—	—	—
M&T Bank Corp	N/A	—	4,350	-4,350	-100%	$215.3K	—	—	—
Cambria Investment Management, L.P.	N/A	—	4,207	-4,207	-100%	$207.0K	—	—	—
Aigen Investment Management, LP	N/A	—	4,135	-4,135	-100%	$204.6K	—	—	—
Tidal Investments LLC	N/A	—	4,130	-4,130	-100%	$204.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,566	-3,566	-100%	$176.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,501	-2,501	-100%	$123.8K	—	—	—
Allworth Financial LP	N/A	—	2,329	-2,329	-100%	$115.3K	—	—	—
Hikari Tsushin, Inc.	N/A	—	1,900	-1,900	-100%	$94.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	1,778	-1,778	-100%	$88.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,601	-1,601	-100%	$79.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,529	-1,529	-100%	$75.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,398	-1,398	-100%	$69.8K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	1,288	-1,288	-100%	$63.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,204	-1,204	-100%	$59.6K	—	—	—
Nykredit A/S	N/A	—	1,119	-1,119	-100%	$55.4K	—	—	—
Rothschild Investment LLC	N/A	—	845	-845	-100%	$41.8K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	599	-599	-100%	$29.6K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	450	-450	-100%	$22.3K	—	—	—
Nomura Asset Management Co LTD	N/A	—	370	-370	-100%	$18.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	325	-325	-100%	$16.1K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	300	-300	-100%	$14.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	236	-236	-100%	$11.7K	—	—	—
Napier Financial, LLC	N/A	—	200	-200	-100%	$9.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	188	-188	-100%	$9.5K	—	—	—
Huntington National Bank	N/A	—	155	-155	-100%	$7.7K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	130	-130	-100%	$6.4K	—	—	—
Kilter Group LLC	N/A	—	95	-95	-100%	$4.7K	—	—	—
Optiver Holding B.V.	N/A	—	93	-93	-100%	$4.6K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	80	-80	-100%	$4.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	77	-77	-100%	$3.8K	—	—	—
BFC Planning, Inc.	N/A	—	77	-77	-100%	$3.8K	—	—	—
Rialto Wealth Management, LLC	N/A	—	67	-67	-100%	$3.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	49	-49	-100%	$2.4K	—	—	—
Quarry LP	N/A	—	40	-40	-100%	$2.0K	—	—	—
JPL Wealth Management, LLC	N/A	—	32	-32	-100%	$1.6K	—	—	—
Continuum Advisory, LLC	N/A	—	29	-29	-100%	$1.4K	—	—	—
Clearstead Advisors, LLC	N/A	—	28	-28	-100%	$1.4K	—	—	—
Cornerstone Financial Management LLC	N/A	—	24	-24	-100%	$1.2K	—	—	—
CVA Family Office, LLC	N/A	—	21	-21	-100%	$1.0K	—	—	—
Allied Private Wealth LLC	N/A	—	18	-18	-100%	$990	—	—	—
Fiduciary Financial Advisors	N/A	—	18	-18	-100%	$791	—	—	—
Three Bearings Fiduciary Advisors, Inc.	N/A	—	18	-18	-100%	$891	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	10	-10	-100%	$495	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	9	-9	-100%	$445	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	5	-5	-100%	$247	—	—	—
HFM Investment Advisors, LLC	N/A	—	5	-5	-100%	$248	—	—	—
LRI Investments, LLC	N/A	—	2	-2	-100%	$99	—	—	—

Showing 300 of 300 institutions