Trustco Bank Corp NY (TRST)

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

DECREASED

Shares1,106,716 from 1,140,201

Change-33,485 (-3%)

Value$60.1M (-$2.5M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares548,815 from 516,614

Change+32,201 (+6%)

Value$29.8M (+$1.4M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares157,173 from 161,264

Change-4,091 (-3%)

Value$8.5M (-$322.1K)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares81,385 from 84,454

Change-3,069 (-4%)

Value$4.4M (-$219.0K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

DECREASED

Shares20,505 from 42,390

Change-21,885 (-52%)

Value$1.1M (-$1.2M)

Filed 2026-11-05

Ellsworth Advisors, LLC

INCREASED

Shares19,130 from 19,070

Change+60 (+0%)

Value$1.0M (-$6.8K)

Filed 2026-10-15

SummerHaven Investment Management, LLC

DECREASED

Shares16,786 from 21,594

Change-4,808 (-22%)

Value$911.3K (-$274.4K)

Filed 2026-10-19

Deutsche Bank Ag\

DECREASED

Shares15,710 from 18,051

Change-2,341 (-13%)

Value$852.9K (-$138.3K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares15,250 from 20,764

Change-5,514 (-27%)

Value$827.9K (-$312.2K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

DECREASED

Shares12,157 from 12,220

Change-63 (-1%)

Value$660.0K (-$11.0K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares11,890 from 11,942

Change-52 (0%)

Value$645.5K (-$10.2K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares11,217 from 5,587

Change+5,630 (+101%)

Value$609.0K (+$302.2K)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares10,986 from 12,192

Change-1,206 (-10%)

Value$596.4K (-$73.1K)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares10,830 from 11,475

Change-645 (-6%)

Value$588 (-$629.4K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares9,978 from 9,537

Change+441 (+5%)

Value$541.7K (+$18.0K)

Filed 2026-11-06

Illinois Municipal Retirement Fund

DECREASED

Shares9,241 from 9,313

Change-72 (-1%)

Value$501.7K (-$9.7K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares7,300 from 7,700

Change-400 (-5%)

Value$396.3K (-$26.5K)

Filed 2026-10-20

R Squared Ltd

DECREASED

Shares6,238 from 11,337

Change-5,099 (-45%)

Value$338.7K (-$283.9K)

Filed 2026-11-06

Dutch Asset Corp

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$298.6K (-$3.4K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares4,893 from 4,925

Change-32 (-1%)

Value$265.7K (-$4.8K)

Filed 2026-11-02

Arizona State Retirement System

INCREASED

Shares4,674 from 4,589

Change+85 (+2%)

Value$253.8K (+$1.8K)

Filed 2026-11-03

MinichMacGregor Wealth Management, LLC

UNCHANGED

Shares4,639 from 4,639

Change0 (0%)

Value$251.9K (-$2.9K)

Filed 2026-10-14

Amalgamated Bank

DECREASED

Shares4,423 from 4,691

Change-268 (-6%)

Value$240 (-$257.8K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,352 from 4,127

Change+225 (+5%)

Value$238.3K (+$13.5K)

Filed 2026-10-13

Yousif Capital Management, LLC

DECREASED

Shares4,296 from 4,430

Change-134 (-3%)

Value$233.2K (-$10.0K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares4,011 from 4,143

Change-132 (-3%)

Value$217.8K (-$9.7K)

Filed 2026-11-03

Maryland State Retirement & Pension System

NEW

Shares3,870

Change+3,870

Value$210.1K

Filed 2026-11-05

Oregon Public Employees Retirement Fund

DECREASED

Shares3,841 from 4,041

Change-200 (-5%)

Value$208.5K (-$13.4K)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares3,781 from 3,951

Change-170 (-4%)

Value$205.3K (-$11.7K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares3,519 from 6,515

Change-2,996 (-46%)

Value$190 (-$315.9K)

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares3,451 from 3,204

Change+247 (+8%)

Value$187.4K (+$11.4K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

INCREASED

Shares1,422 from 1,085

Change+337 (+31%)

Value$77.8K (+$18.1K)

Filed 2026-10-20

Versant Capital Management, Inc

UNCHANGED

Shares942 from 942

Change0 (0%)

Value$51.1K (-$584)

Filed 2026-10-02

New York State Teachers Retirement System

UNCHANGED

Shares567 from 567

Change0 (0%)

Value$31 (-$31.0K)

Filed 2026-10-22

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares538 from 554

Change-16 (-3%)

Value$29.2K (-$1.2K)

Filed 2026-10-05

Community Bank, N.A.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$27.1K (-$305)

Filed 2026-11-06

Nykredit A/S

UNCHANGED

Shares486 from 486

Change0 (0%)

Value$26.4K (-$301)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares452 from 248

Change+204 (+82%)

Value$24.5K (+$10.9K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares329 from 350

Change-21 (-6%)

Value$17.9K (-$1.4K)

Filed 2026-10-22

FNY Investment Advisers, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$16 ($0)

Filed 2026-10-16

Harbor Capital Advisors, Inc.

DECREASED

Shares280 from 281

Change-1 (0%)

Value$15 ($0)

Filed 2026-10-22

Salomon & Ludwin, LLC

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$14.1K (-$377)

Filed 2026-10-29

Larson Financial Group LLC

INCREASED

Shares251 from 179

Change+72 (+40%)

Value$13.6K (+$3.8K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares194 from 189

Change+5 (+3%)

Value$10.5K (+$154)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares186 from 174

Change+12 (+7%)

Value$10.1K (+$544)

Filed 2026-10-27

Parkside Financial Bank & Trust

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$6.1K (-$69)

Filed 2026-10-27

Essential Partners LLC

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$4.8K (-$54)

Filed 2026-10-14

Costello Asset Management, Inc

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$4.2K (-$48)

Filed 2026-10-30

Parallel Advisors, LLC

INCREASED

Shares74 from 20

Change+54 (+270%)

Value$4.0K (+$2.9K)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares61 from 49

Change+12 (+24%)

Value$3.3K (+$621)

Filed 2026-10-26

Allworth Financial LP

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$3.1K ($0)

Filed 2026-11-06

Clark Wealth Partners

NEW

Shares51

Change+51

Value$2.8K

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares49

Change+49

Value$2.7K

Filed 2026-10-21

True Wealth Design, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$2.2K (-$26)

Filed 2026-10-13

IFP Advisors, Inc

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$2.1K (-$24)

Filed 2026-10-16

Cedar Mountain Advisors, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$1.8K (-$20)

Filed 2026-10-15

Compass Wealth Management LLC

NEW

Shares20

Change+20

Value$1.1K

Filed 2026-10-22

Farmers & Merchants Investments Inc

INCREASED

Shares18 from 11

Change+7 (+64%)

Value$977 (+$373)

Filed 2026-10-22

UMB Bank, n.a.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$760 (-$9)

Filed 2026-11-06

Clearstead Advisors, LLC

INCREASED

Shares13 from 10

Change+3 (+30%)

Value$706 (+$156)

Filed 2026-11-06

Covestor Ltd

INCREASED

Shares9 from 8

Change+1 (+13%)

Value$1 (+$1)

Filed 2026-10-30

UMB Private Wealth Management, LLC

NEW

Shares7

Change+7

Value$380

Filed 2026-10-19

Gilpin Wealth Management, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$381 (-$4)

Filed 2026-10-09

CoreCap Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$271 (-$4)

Filed 2026-10-08

Valley National Advisers Inc

NEW

Shares4

Change+4

Value$218

Filed 2026-10-23

Fortitude Family Office, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$163 (-$2)

Filed 2026-10-14

SBI Securities Co., Ltd.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$163 (-$2)

Filed 2026-10-22

GK Wealth Management LLC

NEW

Shares2

Change+2

Value$123

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$55

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$54 (-$1)

Filed 2026-10-08

Eurizon Capital SGR S.p.A.

CLOSED

Shares0 from 3,812

Change-3,812 (-100%)

Value$0 (-$206.8K)

Filed 2026-11-06

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 1,434

Change-1,434 (-100%)

Value$0 (-$78.7K)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 69

Change-69 (-100%)

Value$0 (-$3.8K)

Filed 2026-10-15

Simplex Trading, LLC

CLOSED

Shares0 from 54

Change-54 (-100%)

Value$0 (-$3.0K)

Filed 2026-11-04

Abound Wealth Management

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$463)

Filed 2026-10-26

Evolution Advisers, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 2,517,431

Change-2,517,431 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 1,101,023

Change-1,101,023 (-100%)

Value—

State Street Corp

N/A

Shares— from 922,845

Change-922,845 (-100%)

Value—

HoldCo Asset Management, LPA

N/A

Shares— from 872,744

Change-872,744 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 749,594

Change-749,594 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 609,410

Change-609,410 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 386,844

Change-386,844 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 296,934

Change-296,934 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 278,369

Change-278,369 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 230,179

Change-230,179 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 204,630

Change-204,630 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 204,303

Change-204,303 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 168,265

Change-168,265 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 149,943

Change-149,943 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 145,741

Change-145,741 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 137,588

Change-137,588 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 124,552

Change-124,552 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 119,647

Change-119,647 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 116,900

Change-116,900 (-100%)

Value—

UBS Group AG

N/A

Shares— from 103,903

Change-103,903 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 103,359

Change-103,359 (-100%)

Value—

Trustco Bank Corp N Y

N/A

Shares— from 93,341

Change-93,341 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 92,174

Change-92,174 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 77,872

Change-77,872 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 64,422

Change-64,422 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 62,639

Change-62,639 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 60,017

Change-60,017 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 58,911

Change-58,911 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 56,877

Change-56,877 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 50,237

Change-50,237 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 40,166

Change-40,166 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 37,380

Change-37,380 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 36,260

Change-36,260 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 34,395

Change-34,395 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 33,320

Change-33,320 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 32,491

Change-32,491 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 29,902

Change-29,902 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 26,971

Change-26,971 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 26,377

Change-26,377 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 24,945

Change-24,945 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 24,555

Change-24,555 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 24,360

Change-24,360 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 24,276

Change-24,276 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 23,771

Change-23,771 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 20,939

Change-20,939 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 20,769

Change-20,769 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 18,640

Change-18,640 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 18,601

Change-18,601 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 17,691

Change-17,691 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 17,490

Change-17,490 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 16,561

Change-16,561 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 16,409

Change-16,409 (-100%)

Value—

FMR LLC

N/A

Shares— from 15,716

Change-15,716 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 15,558

Change-15,558 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 15,327

Change-15,327 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 13,580

Change-13,580 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 12,567

Change-12,567 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 10,395

Change-10,395 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 10,300

Change-10,300 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 10,268

Change-10,268 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,840

Change-9,840 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 9,269

Change-9,269 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 8,844

Change-8,844 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 8,685

Change-8,685 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 8,572

Change-8,572 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 8,542

Change-8,542 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 8,227

Change-8,227 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,965

Change-7,965 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 7,911

Change-7,911 (-100%)

Value—

King Wealth Management Group

N/A

Shares— from 7,594

Change-7,594 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,391

Change-7,391 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 7,313

Change-7,313 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 7,028

Change-7,028 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 6,535

Change-6,535 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 6,451

Change-6,451 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,256

Change-6,256 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 5,987

Change-5,987 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,706

Change-5,706 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 5,697

Change-5,697 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 5,657

Change-5,657 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 5,516

Change-5,516 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 5,315

Change-5,315 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 5,266

Change-5,266 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,165

Change-5,165 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 5,143

Change-5,143 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 4,740

Change-4,740 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,633

Change-4,633 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 4,620

Change-4,620 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 4,585

Change-4,585 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,565

Change-4,565 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 4,467

Change-4,467 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 4,357

Change-4,357 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 4,126

Change-4,126 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 4,087

Change-4,087 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 4,060

Change-4,060 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 3,259

Change-3,259 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,020

Change-3,020 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,565

Change-2,565 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,555

Change-1,555 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 1,344

Change-1,344 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,299

Change-1,299 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,284

Change-1,284 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 973

Change-973 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 712

Change-712 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 596

Change-596 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 406

Change-406 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 336

Change-336 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 255

Change-255 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 153

Change-153 (-100%)

Value—

Quarry LP

N/A

Shares— from 148

Change-148 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 136

Change-136 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 71

Change-71 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	1,106,716	1,140,201	-33,485	-3%	$62.6M	$60.1M	-$2.5M	2026-11-04
Geode Capital Management, LLC	INCREASED	548,815	516,614	+32,201	+6%	$28.4M	$29.8M	+$1.4M	2026-11-06
Bank of New York Mellon Corp	DECREASED	157,173	161,264	-4,091	-3%	$8.9M	$8.5M	-$322.1K	2026-11-05
Principal Financial Group Inc	DECREASED	81,385	84,454	-3,069	-4%	$4.6M	$4.4M	-$219.0K	2026-11-02
State of New Jersey Common Pension Fund D	DECREASED	20,505	42,390	-21,885	-52%	$2.3M	$1.1M	-$1.2M	2026-11-05
Ellsworth Advisors, LLC	INCREASED	19,130	19,070	+60	+0%	$1.0M	$1.0M	-$6.8K	2026-10-15
SummerHaven Investment Management, LLC	DECREASED	16,786	21,594	-4,808	-22%	$1.2M	$911.3K	-$274.4K	2026-10-19
Deutsche Bank Ag\	DECREASED	15,710	18,051	-2,341	-13%	$991.2K	$852.9K	-$138.3K	2026-11-06
Citigroup Inc	DECREASED	15,250	20,764	-5,514	-27%	$1.1M	$827.9K	-$312.2K	2026-11-04
PNC Financial Services Group, Inc.	DECREASED	12,157	12,220	-63	-1%	$671.0K	$660.0K	-$11.0K	2026-11-06
Hennion & Walsh Asset Management, Inc.	DECREASED	11,890	11,942	-52	0%	$655.7K	$645.5K	-$10.2K	2026-10-13
LPL Financial LLC	INCREASED	11,217	5,587	+5,630	+101%	$306.8K	$609.0K	+$302.2K	2026-11-06
Russell Investments Group, Ltd.	DECREASED	10,986	12,192	-1,206	-10%	$669.5K	$596.4K	-$73.1K	2026-11-06
Thrivent Financial for Lutherans	DECREASED	10,830	11,475	-645	-6%	$630.0K	$588	-$629.4K	2026-11-05
Barclays PLC	INCREASED	9,978	9,537	+441	+5%	$523.7K	$541.7K	+$18.0K	2026-11-06
Illinois Municipal Retirement Fund	DECREASED	9,241	9,313	-72	-1%	$511.4K	$501.7K	-$9.7K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	7,300	7,700	-400	-5%	$422.8K	$396.3K	-$26.5K	2026-10-20
R Squared Ltd	DECREASED	6,238	11,337	-5,099	-45%	$622.5K	$338.7K	-$283.9K	2026-11-06
Dutch Asset Corp	UNCHANGED	5,500	5,500	0	0%	$302.0K	$298.6K	-$3.4K	2026-10-20
Creative Planning	DECREASED	4,893	4,925	-32	-1%	$270.5K	$265.7K	-$4.8K	2026-11-02
Arizona State Retirement System	INCREASED	4,674	4,589	+85	+2%	$252.0K	$253.8K	+$1.8K	2026-11-03
MinichMacGregor Wealth Management, LLC	UNCHANGED	4,639	4,639	0	0%	$254.8K	$251.9K	-$2.9K	2026-10-14
Amalgamated Bank	DECREASED	4,423	4,691	-268	-6%	$258.0K	$240	-$257.8K	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	4,352	4,127	+225	+5%	$224.8K	$238.3K	+$13.5K	2026-10-13
Yousif Capital Management, LLC	DECREASED	4,296	4,430	-134	-3%	$243.3K	$233.2K	-$10.0K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	4,011	4,143	-132	-3%	$227.5K	$217.8K	-$9.7K	2026-11-03
Maryland State Retirement & Pension System	NEW	3,870	—	+3,870	—	—	$210.1K	—	2026-11-05
Oregon Public Employees Retirement Fund	DECREASED	3,841	4,041	-200	-5%	$221.9K	$208.5K	-$13.4K	2026-10-30
Fifth Third Bancorp	DECREASED	3,781	3,951	-170	-4%	$217.0K	$205.3K	-$11.7K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	3,519	6,515	-2,996	-46%	$316.0K	$190	-$315.9K	2026-10-15
Gamma Investing LLC	INCREASED	3,451	3,204	+247	+8%	$175.9K	$187.4K	+$11.4K	2026-10-08
Nisa Investment Advisors, LLC	INCREASED	1,422	1,085	+337	+31%	$59.7K	$77.8K	+$18.1K	2026-10-20
Versant Capital Management, Inc	UNCHANGED	942	942	0	0%	$51.7K	$51.1K	-$584	2026-10-02
New York State Teachers Retirement System	UNCHANGED	567	567	0	0%	$31.0K	$31	-$31.0K	2026-10-22
MassMutual Private Wealth & Trust, FSB	DECREASED	538	554	-16	-3%	$30.4K	$29.2K	-$1.2K	2026-10-05
Community Bank, N.A.	UNCHANGED	500	500	0	0%	$27.5K	$27.1K	-$305	2026-11-06
Nykredit A/S	UNCHANGED	486	486	0	0%	$26.7K	$26.4K	-$301	2026-11-06
Farther Finance Advisors, LLC	INCREASED	452	248	+204	+82%	$13.6K	$24.5K	+$10.9K	2026-10-08
Sterling Capital Management LLC	DECREASED	329	350	-21	-6%	$19.2K	$17.9K	-$1.4K	2026-10-22
FNY Investment Advisers, LLC	UNCHANGED	300	300	0	0%	$16	$16	$0	2026-10-16
Harbor Capital Advisors, Inc.	DECREASED	280	281	-1	0%	$15	$15	$0	2026-10-22
Salomon & Ludwin, LLC	UNCHANGED	260	260	0	0%	$14.5K	$14.1K	-$377	2026-10-29
Larson Financial Group LLC	INCREASED	251	179	+72	+40%	$9.8K	$13.6K	+$3.8K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	194	189	+5	+3%	$10.4K	$10.5K	+$154	2026-11-04
Pinnacle Wealth Planning Services, Inc.	INCREASED	186	174	+12	+7%	$9.6K	$10.1K	+$544	2026-10-27
Parkside Financial Bank & Trust	UNCHANGED	112	112	0	0%	$6.2K	$6.1K	-$69	2026-10-27
Essential Partners LLC	UNCHANGED	88	88	0	0%	$4.8K	$4.8K	-$54	2026-10-14
Costello Asset Management, Inc	UNCHANGED	78	78	0	0%	$4.3K	$4.2K	-$48	2026-10-30
Parallel Advisors, LLC	INCREASED	74	20	+54	+270%	$1.1K	$4.0K	+$2.9K	2026-11-03
SJS Investment Consulting Inc.	INCREASED	61	49	+12	+24%	$2.7K	$3.3K	+$621	2026-10-26
Allworth Financial LP	UNCHANGED	57	57	0	0%	$3.1K	$3.1K	$0	2026-11-06
Clark Wealth Partners	NEW	51	—	+51	—	—	$2.8K	—	2026-10-19
Root Financial Partners, LLC	NEW	49	—	+49	—	—	$2.7K	—	2026-10-21
True Wealth Design, LLC	UNCHANGED	41	41	0	0%	$2.3K	$2.2K	-$26	2026-10-13
IFP Advisors, Inc	UNCHANGED	39	39	0	0%	$2.1K	$2.1K	-$24	2026-10-16
Cedar Mountain Advisors, LLC	UNCHANGED	33	33	0	0%	$1.8K	$1.8K	-$20	2026-10-15
Compass Wealth Management LLC	NEW	20	—	+20	—	—	$1.1K	—	2026-10-22
Farmers & Merchants Investments Inc	INCREASED	18	11	+7	+64%	$604	$977	+$373	2026-10-22
UMB Bank, n.a.	UNCHANGED	14	14	0	0%	$769	$760	-$9	2026-11-06
Clearstead Advisors, LLC	INCREASED	13	10	+3	+30%	$550	$706	+$156	2026-11-06
Covestor Ltd	INCREASED	9	8	+1	+13%	$0	$1	+$1	2026-10-30
UMB Private Wealth Management, LLC	NEW	7	—	+7	—	—	$380	—	2026-10-19
Gilpin Wealth Management, LLC	UNCHANGED	7	7	0	0%	$385	$381	-$4	2026-10-09
CoreCap Advisors, LLC	UNCHANGED	5	5	0	0%	$275	$271	-$4	2026-10-08
Valley National Advisers Inc	NEW	4	—	+4	—	—	$218	—	2026-10-23
Fortitude Family Office, LLC	UNCHANGED	3	3	0	0%	$165	$163	-$2	2026-10-14
SBI Securities Co., Ltd.	UNCHANGED	3	3	0	0%	$165	$163	-$2	2026-10-22
GK Wealth Management LLC	NEW	2	—	+2	—	—	$123	—	2026-10-09
Financial Consulate, Inc	NEW	1	—	+1	—	—	$55	—	2026-10-23
Davis Capital Management	UNCHANGED	1	1	0	0%	$55	$54	-$1	2026-10-08
Eurizon Capital SGR S.p.A.	CLOSED	0	3,812	-3,812	-100%	$206.8K	$0	-$206.8K	2026-11-06
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	1,434	-1,434	-100%	$78.7K	$0	-$78.7K	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	69	-69	-100%	$3.8K	$0	-$3.8K	2026-10-15
Simplex Trading, LLC	CLOSED	0	54	-54	-100%	$3.0K	$0	-$3.0K	2026-11-04
Abound Wealth Management	CLOSED	0	8	-8	-100%	$463	$0	-$463	2026-10-26
Evolution Advisers, Inc.	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-06
BlackRock, Inc.	N/A	—	2,517,431	-2,517,431	-100%	$138.2M	—	—	—
Systematic Financial Management LP	N/A	—	1,101,023	-1,101,023	-100%	$60.5M	—	—	—
State Street Corp	N/A	—	922,845	-922,845	-100%	$51.0M	—	—	—
HoldCo Asset Management, LPA	N/A	—	872,744	-872,744	-100%	$47.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	749,594	-749,594	-100%	$41.2M	—	—	—
American Century Companies Inc	N/A	—	609,410	-609,410	-100%	$33.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	386,844	-386,844	-100%	$21.2M	—	—	—
Invesco Ltd.	N/A	—	296,934	-296,934	-100%	$16.3M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	278,369	-278,369	-100%	$15.3M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	230,179	-230,179	-100%	$12.6M	—	—	—
Two Sigma Investments, LP	N/A	—	204,630	-204,630	-100%	$11.2M	—	—	—
Northern Trust Corp	N/A	—	204,303	-204,303	-100%	$11.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	168,265	-168,265	-100%	$9.2M	—	—	—
Gabelli Funds LLC	N/A	—	149,943	-149,943	-100%	$8.2M	—	—	—
Morgan Stanley	N/A	—	145,741	-145,741	-100%	$8.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	137,588	-137,588	-100%	$7.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	124,552	-124,552	-100%	$6.8M	—	—	—
AQR Capital Management LLC	N/A	—	119,647	-119,647	-100%	$6.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	116,900	-116,900	-100%	$6.4M	—	—	—
UBS Group AG	N/A	—	103,903	-103,903	-100%	$5.7M	—	—	—
Acadian Asset Management LLC	N/A	—	103,359	-103,359	-100%	$5.7M	—	—	—
Trustco Bank Corp N Y	N/A	—	93,341	-93,341	-100%	$5.1M	—	—	—
First Trust Advisors LP	N/A	—	92,174	-92,174	-100%	$5.1M	—	—	—
Empowered Funds, LLC	N/A	—	77,872	-77,872	-100%	$4.3M	—	—	—
Ameriprise Financial Inc	N/A	—	64,422	-64,422	-100%	$3.5M	—	—	—
Bank of America Corp	N/A	—	62,639	-62,639	-100%	$3.4M	—	—	—
Public Sector Pension Investment Board	N/A	—	60,017	-60,017	-100%	$3.3M	—	—	—
Nuveen, LLC	N/A	—	58,911	-58,911	-100%	$3.2M	—	—	—
Franklin Resources Inc	N/A	—	56,877	-56,877	-100%	$3.1M	—	—	—
Rhumbline Advisers	N/A	—	50,237	-50,237	-100%	$2.8M	—	—	—
Legal & General Group Plc	N/A	—	40,166	-40,166	-100%	$2.2M	—	—	—
Globeflex Capital L P	N/A	—	37,380	-37,380	-100%	$2.1M	—	—	—
HRT Financial LP	N/A	—	36,260	-36,260	-100%	$2.0M	—	—	—
Intech Investment Management LLC	N/A	—	34,395	-34,395	-100%	$1.9M	—	—	—
Swiss National Bank	N/A	—	33,320	-33,320	-100%	$1.8M	—	—	—
California State Teachers Retirement System	N/A	—	32,491	-32,491	-100%	$1.8M	—	—	—
Winton Group Ltd	N/A	—	29,902	-29,902	-100%	$1.6M	—	—	—
SEI Investments Co	N/A	—	26,971	-26,971	-100%	$1.5M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	26,377	-26,377	-100%	$1.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	24,945	-24,945	-100%	$1.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	24,555	-24,555	-100%	$1.3M	—	—	—
Quantinno Capital Management LP	N/A	—	24,360	-24,360	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	24,276	-24,276	-100%	$1.3M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	23,771	-23,771	-100%	$1.3M	—	—	—
JPMorgan Chase & Co	N/A	—	20,939	-20,939	-100%	$1.1M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	20,769	-20,769	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	18,640	-18,640	-100%	$1.0M	—	—	—
Prudential Financial Inc	N/A	—	18,601	-18,601	-100%	$1.0M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	17,691	-17,691	-100%	$971.4K	—	—	—
Alliancebernstein L.P.	N/A	—	17,490	-17,490	-100%	$765.7K	—	—	—
Voya Investment Management LLC	N/A	—	16,561	-16,561	-100%	$909.4K	—	—	—
Raymond James Financial Inc	N/A	—	16,409	-16,409	-100%	$901.0K	—	—	—
FMR LLC	N/A	—	15,716	-15,716	-100%	$863.0K	—	—	—
GSA Capital Partners LLP	N/A	—	15,558	-15,558	-100%	$854.0K	—	—	—
Wells Fargo & Company	N/A	—	15,327	-15,327	-100%	$841.6K	—	—	—
EntryPoint Capital, LLC	N/A	—	13,580	-13,580	-100%	$745.7K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	12,567	-12,567	-100%	$690.1K	—	—	—
Natixis Advisors, LLC	N/A	—	10,395	-10,395	-100%	$570.0K	—	—	—
First Manhattan Co. Llc.	N/A	—	10,300	-10,300	-100%	$569.5K	—	—	—
Pathstone Holdings, LLC	N/A	—	10,268	-10,268	-100%	$563.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,840	-9,840	-100%	$540.3K	—	—	—
State of Wisconsin Investment Board	N/A	—	9,269	-9,269	-100%	$509.0K	—	—	—
Engineers Gate Manager LP	N/A	—	8,844	-8,844	-100%	$485.6K	—	—	—
Rafferty Asset Management, LLC	N/A	—	8,685	-8,685	-100%	$476.9K	—	—	—
Jupiter Topco LLC	N/A	—	8,572	-8,572	-100%	$470.4K	—	—	—
XTX Topco Ltd	N/A	—	8,542	-8,542	-100%	$469.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	8,227	-8,227	-100%	$451.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,965	-7,965	-100%	$437.4K	—	—	—
Odyssean, LLC	N/A	—	7,911	-7,911	-100%	$434.4K	—	—	—
King Wealth Management Group	N/A	—	7,594	-7,594	-100%	$417.0K	—	—	—
New York State Common Retirement Fund	N/A	—	7,391	-7,391	-100%	$405.8K	—	—	—
Royce & Associates LP	N/A	—	7,313	-7,313	-100%	$401.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	7,028	-7,028	-100%	$385.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	6,535	-6,535	-100%	$358.8K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	6,451	-6,451	-100%	$354.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,256	-6,256	-100%	$343.5K	—	—	—
HSBC Holdings PLC	N/A	—	5,987	-5,987	-100%	$325.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,706	-5,706	-100%	$313.3K	—	—	—
Two Sigma Securities, LLC	N/A	—	5,697	-5,697	-100%	$312.8K	—	—	—
Guggenheim Capital LLC	N/A	—	5,657	-5,657	-100%	$310.6K	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	5,516	-5,516	-100%	$305.0K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	5,315	-5,315	-100%	$291.8K	—	—	—
Atom Investors LP	N/A	—	5,266	-5,266	-100%	$289.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,165	-5,165	-100%	$283.6K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	5,143	-5,143	-100%	$282.4K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	4,740	-4,740	-100%	$260.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,633	-4,633	-100%	$254.0K	—	—	—
Teton Advisors, LLC	N/A	—	4,620	-4,620	-100%	$253.7K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	4,585	-4,585	-100%	$251.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,565	-4,565	-100%	$250.7K	—	—	—
Graney & King, LLC	N/A	—	4,467	-4,467	-100%	$245.3K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	4,357	-4,357	-100%	$239.2K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	4,126	-4,126	-100%	$228.1K	—	—	—
Mangrove Partners IM, LLC	N/A	—	4,087	-4,087	-100%	$224.4K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	4,060	-4,060	-100%	$224.2K	—	—	—
SG Americas Securities, LLC	N/A	—	3,259	-3,259	-100%	$179.0K	—	—	—
Royal Bank of Canada	N/A	—	3,020	-3,020	-100%	$166.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,565	-2,565	-100%	$141.0K	—	—	—
Arax Advisory Partners	N/A	—	1,925	-1,925	-100%	$105.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,555	-1,555	-100%	$85.4K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1,344	-1,344	-100%	$73.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,299	-1,299	-100%	$71.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,284	-1,284	-100%	$70.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	973	-973	-100%	$53.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	800	-800	-100%	$43.9K	—	—	—
Meramec Financial Planners, LLC	N/A	—	712	-712	-100%	$40.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	596	-596	-100%	$32.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	406	-406	-100%	$22.3K	—	—	—
Bessemer Group Inc	N/A	—	336	-336	-100%	$19	—	—	—
Meeder Asset Management Inc	N/A	—	255	-255	-100%	$14.0K	—	—	—
IFG Advisory, LLC	N/A	—	200	-200	-100%	$11.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	153	-153	-100%	$8.4K	—	—	—
Quarry LP	N/A	—	148	-148	-100%	$8.1K	—	—	—
Optiver Holding B.V.	N/A	—	136	-136	-100%	$7.5K	—	—	—
Brown Brothers Harriman & Co	N/A	—	71	-71	-100%	$3.9K	—	—	—
Rothschild Investment LLC	N/A	—	66	-66	-100%	$3.6K	—	—	—
Ankerstar Wealth, LLC	N/A	—	29	-29	-100%	$1.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	15	-15	-100%	$824	—	—	—
Smartleaf Asset Management LLC	N/A	—	13	-13	-100%	$705	—	—	—

Showing 195 of 195 institutions