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UFP Technologies Inc (UFPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Congress Asset Management Co
DECREASED
Shares578,770 from 687,439
Change-108,669 (-16%)
Value$171.8M (-$10.5M)
Filed 2026-10-06
Wasatch Advisors LP
DECREASED
Shares552,809 from 683,262
Change-130,453 (-19%)
Value$164.1M (-$17.1M)
Filed 2026-10-13
Boston Trust Walden Corp
DECREASED
Shares320,339 from 336,278
Change-15,939 (-5%)
Value$95.1M (+$5.9M)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares238,888 from 239,388
Change-500 (0%)
Value$70.9K (-$63.4M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares185,794 from 186,313
Change-519 (0%)
Value$55.1M (+$5.8M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED
Shares137,199 from 195,720
Change-58,521 (-30%)
Value$40.5M (-$12.1M)
Filed 2026-11-04
Annex Advisory Services, LLC
DECREASED
Shares110,803 from 130,481
Change-19,678 (-15%)
Value$32.9M (-$1.7M)
Filed 2026-10-16
Swedbank AB
DECREASED
Shares72,005 from 105,505
Change-33,500 (-32%)
Value$21.4M (-$6.6M)
Filed 2026-10-27
Principal Financial Group Inc
INCREASED
Shares69,136 from 53,550
Change+15,586 (+29%)
Value$20.5M (+$6.3M)
Filed 2026-11-02
Palisades Investment Partners, LLC
INCREASED
Shares44,959 from 38,826
Change+6,133 (+16%)
Value$13.3M (+$3.1M)
Filed 2026-11-03
Brown Capital Management LLC
DECREASED
Shares44,374 from 50,689
Change-6,315 (-12%)
Value$13.2M (-$268.1K)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares43,458 from 42,702
Change+756 (+2%)
Value$12.9M (+$1.6M)
Filed 2026-11-05
Tributary Capital Management, LLC
NEW
Shares39,327
Change+39,327
Value$11.7M
Filed 2026-10-28
Davidson Capital Management Inc.
INCREASED
Shares23,556 from 23,235
Change+321 (+1%)
Value$7.0M (+$831.6K)
Filed 2026-10-15
Nicholas Company, Inc.
UNCHANGED
Shares20,731 from 20,731
Change0 (0%)
Value$6.2M (+$657.0K)
Filed 2026-11-05
Catalyst Financial Partners LLC
DECREASED
Shares19,461 from 26,457
Change-6,996 (-26%)
Value$5.8M (-$1.2M)
Filed 2026-11-06
Chatham Capital Group, Inc.
INCREASED
Shares18,404 from 17,034
Change+1,370 (+8%)
Value$5.5M (+$946.5K)
Filed 2026-10-16
Bridge City Capital, LLC
INCREASED
Shares17,566 from 16,794
Change+772 (+5%)
Value$5.2M (+$761.3K)
Filed 2026-10-29
Mountain Pacific Investment Advisers LLC
DECREASED
Shares14,991 from 15,484
Change-493 (-3%)
Value$4.4M (+$344.4K)
Filed 2026-10-29
OAK Ridge Investments LLC
INCREASED
Shares13,120 from 9,335
Change+3,785 (+41%)
Value$3.9M (+$1.4M)
Filed 2026-10-30
Isthmus Partners, LLC
DECREASED
Shares12,383 from 12,448
Change-65 (-1%)
Value$3.7M (+$375.2K)
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares10,790 from 10,009
Change+781 (+8%)
Value$3.2M (+$718.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares10,790 from 10,009
Change+781 (+8%)
Value$3.2M (+$718.1K)
Filed 2026-10-20
Motley Fool Asset Management LLC
DECREASED
Shares8,004 from 8,254
Change-250 (-3%)
Value$2.4M (+$187.4K)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares7,475 from 7,475
Change0 (0%)
Value$2.2M (+$236.9K)
Filed 2026-10-30
Gibbs Wealth Management
INCREASED
Shares6,672 from 6,262
Change+410 (+7%)
Value$2.0M (+$320.1K)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares6,112 from 1,187
Change+4,925 (+415%)
Value$1.8M (+$1.5M)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares5,677 from 6,945
Change-1,268 (-18%)
Value$1.7M (-$156.3K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares5,604 from 6,178
Change-574 (-9%)
Value$1.7M (+$25.4K)
Filed 2026-10-30
Kornitzer Capital Management Inc
DECREASED
Shares4,977 from 5,168
Change-191 (-4%)
Value$1.5M (+$107.1K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares4,368 from 6,762
Change-2,394 (-35%)
Value$1.3M (-$496.3K)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares4,267 from 4,130
Change+137 (+3%)
Value$1.3M (+$171.5K)
Filed 2026-10-20
Illinois Municipal Retirement Fund
INCREASED
Shares4,256 from 3,864
Change+392 (+10%)
Value$1.3M (+$238.8K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares4,035 from 3,389
Change+646 (+19%)
Value$1.2M (+$299.1K)
Filed 2026-10-15
Anchor Capital Advisors LLC
DECREASED
Shares3,909 from 4,275
Change-366 (-9%)
Value$1.2M (+$26.8K)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
NEW
Shares3,855
Change+3,855
Value$1.1M
Filed 2026-11-05
Confluence Investment Management LLC
DECREASED
Shares3,808 from 4,851
Change-1,043 (-21%)
Value$1.1M (-$155.9K)
Filed 2026-10-01
Peterson Wealth Services
INCREASED
Shares3,694 from 3,568
Change+126 (+4%)
Value$1.1M (+$150.5K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares3,626 from 2,503
Change+1,123 (+45%)
Value$1.1M (+$412.7K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares3,535 from 3,523
Change+12 (+0%)
Value$1.0K (-$933.0K)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares3,300 from 3,400
Change-100 (-3%)
Value$979.5K (+$78.1K)
Filed 2026-10-20
Azzad Asset Management Inc
NEW
Shares2,520
Change+2,520
Value$747.9K
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares2,368 from 2,089
Change+279 (+13%)
Value$702.9K (+$149.0K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares2,250 from 2,077
Change+173 (+8%)
Value$667.9K (+$117.3K)
Filed 2026-11-05
Virginia Retirement Systems ET Al
INCREASED
Shares2,200 from 1,500
Change+700 (+47%)
Value$653.0K (+$255.3K)
Filed 2026-10-28
Inspire Investing, LLC
DECREASED
Shares2,113 from 2,579
Change-466 (-18%)
Value$627.2K (-$56.6K)
Filed 2026-10-22
Alps Advisors Inc
NEW
Shares2,090
Change+2,090
Value$620.4K
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares2,068 from 2,022
Change+46 (+2%)
Value$613.8K (+$77.7K)
Filed 2026-11-03
Assenagon Asset Management S.A.
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$611.4K (+$65.3K)
Filed 2026-10-15
Yousif Capital Management, LLC
DECREASED
Shares2,026 from 2,083
Change-57 (-3%)
Value$601.4K (+$49.1K)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares2,005 from 2,076
Change-71 (-3%)
Value$595 (-$549.4K)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares1,825 from 1,835
Change-10 (-1%)
Value$541.7K (+$55.2K)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares1,812 from 1,826
Change-14 (-1%)
Value$538 (-$483.5K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
NEW
Shares1,798
Change+1,798
Value$533.7K
Filed 2026-11-04
Alliance Wealth Advisors, LLC
DECREASED
Shares1,774 from 2,037
Change-263 (-13%)
Value$526.6K (-$13.5K)
Filed 2026-10-28
Oregon Public Employees Retirement Fund
DECREASED
Shares1,751 from 1,771
Change-20 (-1%)
Value$519.7K (+$50.2K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares1,740 from 1,123
Change+617 (+55%)
Value$516.5K (+$218.7K)
Filed 2026-11-05
Norden Group LLC
DECREASED
Shares1,664 from 1,820
Change-156 (-9%)
Value$493.9K (+$11.4K)
Filed 2026-10-20
Kings Path Partners LLC
DECREASED
Shares1,639 from 2,210
Change-571 (-26%)
Value$486.5K (-$99.4K)
Filed 2026-10-21
Fulton Bank, N.A.
NEW
Shares1,531
Change+1,531
Value$454.4K
Filed 2026-10-14
Personal CFO Solutions, LLC
INCREASED
Shares1,414 from 1,386
Change+28 (+2%)
Value$419.7K (+$52.2K)
Filed 2026-11-06
ZWJ Investment Counsel Inc
INCREASED
Shares1,374 from 1,304
Change+70 (+5%)
Value$407.8K (+$62.1K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$400.7K (+$42.8K)
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares1,302 from 2,548
Change-1,246 (-49%)
Value$386 (-$674.6K)
Filed 2026-10-15
James Investment Research, Inc.
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$365.1K (+$39.0K)
Filed 2026-10-22
Pictet Asset Management Holding SA
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$361.2K (+$38.6K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares1,209 from 4,548
Change-3,339 (-73%)
Value$358.9K (-$847.0K)
Filed 2026-11-04
Axxion S.A.
INCREASED
Shares1,100 from 980
Change+120 (+12%)
Value$326.5K (+$66.7K)
Filed 2026-10-22
Kestra Advisory Services, LLC
NEW
Shares1,050
Change+1,050
Value$311.7K
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares1,048 from 1,088
Change-40 (-4%)
Value$311.1K (+$22.6K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares1,010 from 999
Change+11 (+1%)
Value$300 (-$264.7K)
Filed 2026-10-22
Balefire, LLC
DECREASED
Shares1,004 from 1,046
Change-42 (-4%)
Value$298.0K (+$20.7K)
Filed 2026-10-09
Riverchase Wealth Management, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$290.6K (+$31.0K)
Filed 2026-10-28
Yorktown Management & Research Co Inc
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$286.4K (+$30.6K)
Filed 2026-10-28
Zions Bancorporation, National Association
DECREASED
Shares940 from 1,636
Change-696 (-43%)
Value$279.0K (-$154.7K)
Filed 2026-11-06
Mutual of America Capital Management LLC
DECREASED
Shares884 from 886
Change-2 (0%)
Value$262.4K (+$27.5K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW
Shares877
Change+877
Value$251.3K
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares876 from 887
Change-11 (-1%)
Value$260.0K (+$24.8K)
Filed 2026-11-02
Carnegie Investment Counsel
DECREASED
Shares870 from 1,970
Change-1,100 (-56%)
Value$258.2K (-$264.1K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares780 from 756
Change+24 (+3%)
Value$231.5K (+$31.1K)
Filed 2026-10-23
Xponance LLC
NEW
Shares739
Change+739
Value$219.4K
Filed 2026-11-03
Townsend Asset Management Corp
NEW
Shares699
Change+699
Value$207.5K
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares436 from 306
Change+130 (+42%)
Value$129.4K (+$48.3K)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares423
Change+423
Value$125.6K
Filed 2026-10-09
Blue Trust, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$89.0K (+$9.5K)
Filed 2026-10-15
Sterling Capital Management LLC
INCREASED
Shares252 from 27
Change+225 (+833%)
Value$74.8K (+$67.6K)
Filed 2026-10-22
KBC Group NV
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$70 (-$62.9K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares193 from 170
Change+23 (+14%)
Value$57.3K (+$12.2K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares180 from 179
Change+1 (+1%)
Value$53.4K (+$6.0K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$49.6K (+$5.3K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares100 from 79
Change+21 (+27%)
Value$29.7K (+$8.7K)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.7K (+$3.2K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.7K (+$3.2K)
Filed 2026-10-23
Signaturefd, LLC
DECREASED
Shares89 from 142
Change-53 (-37%)
Value$26.4K (-$11.2K)
Filed 2026-10-23
Nykredit A/S
DECREASED
Shares86 from 475
Change-389 (-82%)
Value$25.5K (-$100.4K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares73 from 44
Change+29 (+66%)
Value$21.7K (+$10.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares67 from 63
Change+4 (+6%)
Value$19.9K (+$3.2K)
Filed 2026-10-08
Salomon & Ludwin, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$16.6K (+$1.6K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
INCREASED
Shares51 from 50
Change+1 (+2%)
Value$15.1K (+$1.9K)
Filed 2026-10-20
Mather Group, Llc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$14.0K (+$1.5K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares37
Change+37
Value$11.0K
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares34 from 13
Change+21 (+162%)
Value$10.1K (+$6.6K)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares33 from 58
Change-25 (-43%)
Value$9.8K (-$5.6K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.7K (+$872)
Filed 2026-10-16
Harbor Capital Advisors, Inc.
DECREASED
Shares29 from 32
Change-3 (-9%)
Value$9 (+$1)
Filed 2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.4K (+$793)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.0K (+$539)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$4.5K (+$741)
Filed 2026-10-26
Hughes Financial Services, LLC
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$3.5K (+$73)
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares11 from 1
Change+10 (+1000%)
Value$3.3K (+$3.0K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares9 from 4
Change+5 (+125%)
Value$2.7K (+$1.6K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW
Shares8
Change+8
Value$2.4K
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares8
Change+8
Value$2.4K
Filed 2026-10-19
Leonteq Securities AG
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.4K (+$254)
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares7
Change+7
Value$2.1K
Filed 2026-10-07
Farmers & Merchants Investments Inc
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$2.1K (+$752)
Filed 2026-10-22
West Paces Advisors Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.8K (+$190)
Filed 2026-10-13
Horizon Financial Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.8K (+$190)
Filed 2026-11-04
Bell Investment Advisors, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.8K (+$190)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares5
Change+5
Value$1.5K
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$1.5K
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.2K (+$126)
Filed 2026-10-05
SBI Securities Co., Ltd.
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$890 (+$625)
Filed 2026-10-22
Creative Financial Designs Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$890 (+$95)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$890 (+$95)
Filed 2026-11-02
Hurley Capital, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$890 (+$95)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$890 (+$95)
Filed 2026-11-04
Burk Holdings LLC
NEW
Shares2
Change+2
Value$594
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$1 ($0)
Filed 2026-10-30
Financial Consulate, Inc
NEW
Shares1
Change+1
Value$297
Filed 2026-10-23
Davis Capital Management
NEW
Shares1
Change+1
Value$297
Filed 2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$297 (+$32)
Filed 2026-10-15
Clearstead Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$297 (+$31)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$297 (+$31)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$297 (+$31)
Filed 2026-10-09
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,282
Change-1,282 (-100%)
Value$0 (-$339.9K)
Filed 2026-10-23
Mascoma Wealth Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$530)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$530)
Filed 2026-11-04
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 1,141,410
Change-1,141,410 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 537,038
Change-537,038 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 357,331
Change-357,331 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 329,623
Change-329,623 (-100%)
Value—
State Street Corp
N/A
Shares— from 312,811
Change-312,811 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 279,976
Change-279,976 (-100%)
Value—
UBS Group AG
N/A
Shares— from 254,740
Change-254,740 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 223,474
Change-223,474 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 200,933
Change-200,933 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 161,218
Change-161,218 (-100%)
Value—
AltraVue Capital, LLC
N/A
Shares— from 147,466
Change-147,466 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 124,387
Change-124,387 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 114,068
Change-114,068 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 105,020
Change-105,020 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 103,038
Change-103,038 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 98,347
Change-98,347 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 91,260
Change-91,260 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 88,417
Change-88,417 (-100%)
Value—
Neumeier Poma Investment Counsel LLC
N/A
Shares— from 84,575
Change-84,575 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 84,465
Change-84,465 (-100%)
Value—
Owls Nest Partners IA, LLC
N/A
Shares— from 74,731
Change-74,731 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 74,302
Change-74,302 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 73,279
Change-73,279 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 68,136
Change-68,136 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 60,312
Change-60,312 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 58,522
Change-58,522 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 55,500
Change-55,500 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 55,176
Change-55,176 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 51,475
Change-51,475 (-100%)
Value—
Applied Fundamental Research, LLC
N/A
Shares— from 50,498
Change-50,498 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 46,295
Change-46,295 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,051
Change-46,051 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 44,465
Change-44,465 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 44,185
Change-44,185 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 37,323
Change-37,323 (-100%)
Value—
Ranger Investment Management, L.P.
N/A
Shares— from 36,030
Change-36,030 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 35,301
Change-35,301 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 34,034
Change-34,034 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 30,830
Change-30,830 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 26,572
Change-26,572 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,986
Change-24,986 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 24,193
Change-24,193 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 23,249
Change-23,249 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 23,160
Change-23,160 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 22,700
Change-22,700 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 21,326
Change-21,326 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 18,048
Change-18,048 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 18,022
Change-18,022 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,877
Change-17,877 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 16,575
Change-16,575 (-100%)
Value—
EFG International AG
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,902
Change-14,902 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 13,576
Change-13,576 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13,357
Change-13,357 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,579
Change-11,579 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,963
Change-10,963 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,401
Change-10,401 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,786
Change-7,786 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 7,639
Change-7,639 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
CIM, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Amundi
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
&partners
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 981
Change-981 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 954
Change-954 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 833
Change-833 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 816
Change-816 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 784
Change-784 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 692
Change-692 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 113
Change-113 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 97
Change-97 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 75
Change-75 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 62
Change-62 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25
Change-25 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16
Change-16 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Congress Asset Management Co
DECREASED578,770687,439-108,669-16%$182.3M$171.8M-$10.5M2026-10-06
Wasatch Advisors LP
DECREASED552,809683,262-130,453-19%$181.2M$164.1M-$17.1M2026-10-13
Boston Trust Walden Corp
DECREASED320,339336,278-15,939-5%$89.2M$95.1M+$5.9M2026-10-30
Thrivent Financial for Lutherans
DECREASED238,888239,388-5000%$63.5M$70.9K-$63.4M2026-11-05
Dimensional Fund Advisors LP
DECREASED185,794186,313-5190%$49.4M$55.1M+$5.8M2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED137,199195,720-58,521-30%$52.6M$40.5M-$12.1M2026-11-04
Annex Advisory Services, LLC
DECREASED110,803130,481-19,678-15%$34.6M$32.9M-$1.7M2026-10-16
Swedbank AB
DECREASED72,005105,505-33,500-32%$28.0M$21.4M-$6.6M2026-10-27
Principal Financial Group Inc
INCREASED69,13653,550+15,586+29%$14.2M$20.5M+$6.3M2026-11-02
Palisades Investment Partners, LLC
INCREASED44,95938,826+6,133+16%$10.3M$13.3M+$3.1M2026-11-03
Brown Capital Management LLC
DECREASED44,37450,689-6,315-12%$13.4M$13.2M-$268.1K2026-10-27
Bank of New York Mellon Corp
INCREASED43,45842,702+756+2%$11.3M$12.9M+$1.6M2026-11-05
Tributary Capital Management, LLC
NEW39,327—+39,327——$11.7M—2026-10-28
Davidson Capital Management Inc.
INCREASED23,55623,235+321+1%$6.2M$7.0M+$831.6K2026-10-15
Nicholas Company, Inc.
UNCHANGED20,73120,73100%$5.5M$6.2M+$657.0K2026-11-05
Catalyst Financial Partners LLC
DECREASED19,46126,457-6,996-26%$7.0M$5.8M-$1.2M2026-11-06
Chatham Capital Group, Inc.
INCREASED18,40417,034+1,370+8%$4.5M$5.5M+$946.5K2026-10-16
Bridge City Capital, LLC
INCREASED17,56616,794+772+5%$4.5M$5.2M+$761.3K2026-10-29
Mountain Pacific Investment Advisers LLC
DECREASED14,99115,484-493-3%$4.1M$4.4M+$344.4K2026-10-29
OAK Ridge Investments LLC
INCREASED13,1209,335+3,785+41%$2.5M$3.9M+$1.4M2026-10-30
Isthmus Partners, LLC
DECREASED12,38312,448-65-1%$3.3M$3.7M+$375.2K2026-10-21
Diversify Advisory Services, LLC
INCREASED10,79010,009+781+8%$2.5M$3.2M+$718.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED10,79010,009+781+8%$2.5M$3.2M+$718.1K2026-10-20
Motley Fool Asset Management LLC
DECREASED8,0048,254-250-3%$2.2M$2.4M+$187.4K2026-10-27
B. Metzler seel. Sohn & Co. AG
UNCHANGED7,4757,47500%$2.0M$2.2M+$236.9K2026-10-30
Gibbs Wealth Management
INCREASED6,6726,262+410+7%$1.7M$2.0M+$320.1K2026-10-22
Barclays PLC
INCREASED6,1121,187+4,925+415%$314.7K$1.8M+$1.5M2026-11-06
Level Four Advisory Services, LLC
DECREASED5,6776,945-1,268-18%$1.8M$1.7M-$156.3K2026-11-06
Truist Financial Corp
DECREASED5,6046,178-574-9%$1.6M$1.7M+$25.4K2026-10-30
Kornitzer Capital Management Inc
DECREASED4,9775,168-191-4%$1.4M$1.5M+$107.1K2026-11-03
Apollon Wealth Management, LLC
DECREASED4,3686,762-2,394-35%$1.8M$1.3M-$496.3K2026-10-23
Portside Wealth Group, LLC
INCREASED4,2674,130+137+3%$1.1M$1.3M+$171.5K2026-10-20
Illinois Municipal Retirement Fund
INCREASED4,2563,864+392+10%$1.0M$1.3M+$238.8K2026-11-05
Atria Investments, Inc
INCREASED4,0353,389+646+19%$898.5K$1.2M+$299.1K2026-10-15
Anchor Capital Advisors LLC
DECREASED3,9094,275-366-9%$1.1M$1.2M+$26.8K2026-11-05
State of New Jersey Common Pension Fund D
NEW3,855—+3,855——$1.1M—2026-11-05
Confluence Investment Management LLC
DECREASED3,8084,851-1,043-21%$1.3M$1.1M-$155.9K2026-10-01
Peterson Wealth Services
INCREASED3,6943,568+126+4%$946.0K$1.1M+$150.5K2026-10-26
Creative Planning
INCREASED3,6262,503+1,123+45%$663.6K$1.1M+$412.7K2026-11-02
Park Avenue Securities LLC
INCREASED3,5353,523+12+0%$934.0K$1.0K-$933.0K2026-10-26
Louisiana State Employees Retirement System
DECREASED3,3003,400-100-3%$901.4K$979.5K+$78.1K2026-10-20
Azzad Asset Management Inc
NEW2,520—+2,520——$747.9K—2026-11-04
US Bancorp \de\
INCREASED2,3682,089+279+13%$553.9K$702.9K+$149.0K2026-11-05
Fifth Third Bancorp
INCREASED2,2502,077+173+8%$550.6K$667.9K+$117.3K2026-11-05
Virginia Retirement Systems ET Al
INCREASED2,2001,500+700+47%$397.7K$653.0K+$255.3K2026-10-28
Inspire Investing, LLC
DECREASED2,1132,579-466-18%$683.8K$627.2K-$56.6K2026-10-22
Alps Advisors Inc
NEW2,090—+2,090——$620.4K—2026-11-03
Arizona State Retirement System
INCREASED2,0682,022+46+2%$536.1K$613.8K+$77.7K2026-11-03
Assenagon Asset Management S.A.
UNCHANGED2,0602,06000%$546.2K$611.4K+$65.3K2026-10-15
Yousif Capital Management, LLC
DECREASED2,0262,083-57-3%$552.3K$601.4K+$49.1K2026-10-22
Amalgamated Bank
DECREASED2,0052,076-71-3%$550.0K$595-$549.4K2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED1,8251,835-10-1%$486.5K$541.7K+$55.2K2026-11-03
New York State Teachers Retirement System
DECREASED1,8121,826-14-1%$484.0K$538-$483.5K2026-10-22
Daymark Wealth Partners, LLC
NEW1,798—+1,798——$533.7K—2026-11-04
Alliance Wealth Advisors, LLC
DECREASED1,7742,037-263-13%$540.1K$526.6K-$13.5K2026-10-28
Oregon Public Employees Retirement Fund
DECREASED1,7511,771-20-1%$469.5K$519.7K+$50.2K2026-10-30
Maryland State Retirement & Pension System
INCREASED1,7401,123+617+55%$297.7K$516.5K+$218.7K2026-11-05
Norden Group LLC
DECREASED1,6641,820-156-9%$482.5K$493.9K+$11.4K2026-10-20
Kings Path Partners LLC
DECREASED1,6392,210-571-26%$585.9K$486.5K-$99.4K2026-10-21
Fulton Bank, N.A.
NEW1,531—+1,531——$454.4K—2026-10-14
Personal CFO Solutions, LLC
INCREASED1,4141,386+28+2%$367.5K$419.7K+$52.2K2026-11-06
ZWJ Investment Counsel Inc
INCREASED1,3741,304+70+5%$345.7K$407.8K+$62.1K2026-10-15
Kestra Private Wealth Services, LLC
UNCHANGED1,3501,35000%$357.9K$400.7K+$42.8K2026-11-06
State of Alaska, Department of Revenue
DECREASED1,3022,548-1,246-49%$675.0K$386-$674.6K2026-10-15
James Investment Research, Inc.
UNCHANGED1,2301,23000%$326.1K$365.1K+$39.0K2026-10-22
Pictet Asset Management Holding SA
UNCHANGED1,2171,21700%$322.7K$361.2K+$38.6K2026-11-03
Citigroup Inc
DECREASED1,2094,548-3,339-73%$1.2M$358.9K-$847.0K2026-11-04
Axxion S.A.
INCREASED1,100980+120+12%$259.8K$326.5K+$66.7K2026-10-22
Kestra Advisory Services, LLC
NEW1,050—+1,050——$311.7K—2026-11-02
ProShare Advisors LLC
DECREASED1,0481,088-40-4%$288.5K$311.1K+$22.6K2026-10-29
Wedbush Securities Inc
INCREASED1,010999+11+1%$265.0K$300-$264.7K2026-10-22
Balefire, LLC
DECREASED1,0041,046-42-4%$277.3K$298.0K+$20.7K2026-10-09
Riverchase Wealth Management, LLC
UNCHANGED97997900%$259.6K$290.6K+$31.0K2026-10-28
Yorktown Management & Research Co Inc
UNCHANGED96596500%$255.9K$286.4K+$30.6K2026-10-28
Zions Bancorporation, National Association
DECREASED9401,636-696-43%$433.8K$279.0K-$154.7K2026-11-06
Mutual of America Capital Management LLC
DECREASED884886-20%$234.9K$262.4K+$27.5K2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW877—+877——$251.3K—2026-10-13
Commonwealth Equity Services, LLC
DECREASED876887-11-1%$235.2K$260.0K+$24.8K2026-11-02
Carnegie Investment Counsel
DECREASED8701,970-1,100-56%$522.3K$258.2K-$264.1K2026-10-20
Sowell Financial Services LLC
INCREASED780756+24+3%$200.4K$231.5K+$31.1K2026-10-23
Xponance LLC
NEW739—+739——$219.4K—2026-11-03
Townsend Asset Management Corp
NEW699—+699——$207.5K—2026-10-29
PNC Financial Services Group, Inc.
INCREASED436306+130+42%$81.1K$129.4K+$48.3K2026-11-06
GK Wealth Management LLC
NEW423—+423——$125.6K—2026-10-09
Blue Trust, Inc.
UNCHANGED30030000%$79.5K$89.0K+$9.5K2026-10-15
Sterling Capital Management LLC
INCREASED25227+225+833%$7.2K$74.8K+$67.6K2026-10-22
KBC Group NV
UNCHANGED23723700%$63.0K$70-$62.9K2026-10-22
Gamma Investing LLC
INCREASED193170+23+14%$45.1K$57.3K+$12.2K2026-10-08
Parallel Advisors, LLC
INCREASED180179+1+1%$47.5K$53.4K+$6.0K2026-11-03
Versant Capital Management, Inc
UNCHANGED16716700%$44.3K$49.6K+$5.3K2026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED10079+21+27%$20.9K$29.7K+$8.7K2026-10-27
Wolff Wiese Magana LLC
UNCHANGED10010000%$26.5K$29.7K+$3.2K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED10010000%$26.5K$29.7K+$3.2K2026-10-23
Signaturefd, LLC
DECREASED89142-53-37%$37.6K$26.4K-$11.2K2026-10-23
Nykredit A/S
DECREASED86475-389-82%$125.9K$25.5K-$100.4K2026-11-06
Private Trust Co NA
INCREASED7344+29+66%$11.7K$21.7K+$10.0K2026-10-20
Farther Finance Advisors, LLC
INCREASED6763+4+6%$16.7K$19.9K+$3.2K2026-10-08
Salomon & Ludwin, LLC
UNCHANGED565600%$15.0K$16.6K+$1.6K2026-10-29
Nisa Investment Advisors, LLC
INCREASED5150+1+2%$13.3K$15.1K+$1.9K2026-10-20
Mather Group, Llc.
UNCHANGED474700%$12.5K$14.0K+$1.5K2026-10-14
Heritage Family Offices, LLP
NEW37—+37——$11.0K—2026-11-02
IFP Advisors, Inc
INCREASED3413+21+162%$3.4K$10.1K+$6.6K2026-10-16
Assetmark, Inc
DECREASED3358-25-43%$15.4K$9.8K-$5.6K2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED333300%$8.9K$9.7K+$8722026-10-16
Harbor Capital Advisors, Inc.
DECREASED2932-3-9%$8$9+$12026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED252500%$6.6K$7.4K+$7932026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED171700%$4.5K$5.0K+$5392026-10-28
SJS Investment Consulting Inc.
INCREASED1514+1+7%$3.7K$4.5K+$7412026-10-26
Hughes Financial Services, LLC
DECREASED1213-1-8%$3.4K$3.5K+$732026-10-30
Parkside Financial Bank & Trust
INCREASED111+10+1000%$266$3.3K+$3.0K2026-10-27
Larson Financial Group LLC
INCREASED94+5+125%$1.1K$2.7K+$1.6K2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW8—+8——$2.4K—2026-10-16
UMB Private Wealth Management, LLC
NEW8—+8——$2.4K—2026-10-19
Leonteq Securities AG
UNCHANGED8800%$2.1K$2.4K+$2542026-10-29
MJT & Associates Financial Advisory Group, Inc.
NEW7—+7——$2.1K—2026-10-07
Farmers & Merchants Investments Inc
INCREASED75+2+40%$1.3K$2.1K+$7522026-10-22
West Paces Advisors Inc.
UNCHANGED6600%$1.6K$1.8K+$1902026-10-13
Horizon Financial Services, LLC
UNCHANGED6600%$1.6K$1.8K+$1902026-11-04
Bell Investment Advisors, Inc
UNCHANGED6600%$1.6K$1.8K+$1902026-10-29
Root Financial Partners, LLC
NEW5—+5——$1.5K—2026-10-21
Provenance Wealth Advisors, LLC
NEW5—+5——$1.5K—2026-10-30
MassMutual Private Wealth & Trust, FSB
UNCHANGED4400%$1.1K$1.2K+$1262026-10-05
SBI Securities Co., Ltd.
INCREASED31+2+200%$265$890+$6252026-10-22
Creative Financial Designs Inc
UNCHANGED3300%$795$890+$952026-11-04
Golden State Wealth Management, LLC
UNCHANGED3300%$795$890+$952026-11-02
Hurley Capital, LLC
UNCHANGED3300%$795$890+$952026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED3300%$795$890+$952026-11-04
Burk Holdings LLC
NEW2—+2——$594—2026-11-05
Covestor Ltd
DECREASED23-1-33%$1$1$02026-10-30
Financial Consulate, Inc
NEW1—+1——$297—2026-10-23
Davis Capital Management
NEW1—+1——$297—2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED1100%$265$297+$322026-10-15
Clearstead Advisors, LLC
UNCHANGED1100%$266$297+$312026-11-06
JFS Wealth Advisors, LLC
UNCHANGED1100%$266$297+$312026-11-03
Gilpin Wealth Management, LLC
UNCHANGED1100%$266$297+$312026-10-09
One Wealth Capital Management, LLC
CLOSED01,282-1,282-100%$339.9K$0-$339.9K2026-10-23
Mascoma Wealth Management LLC
CLOSED02-2-100%$530$0-$5302026-10-23
Plante Moran Financial Advisors, LLC
CLOSED02-2-100%$530$0-$5302026-11-04
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—1,141,410-1,141,410-100%$302.6M———
Neuberger Berman Group LLC
N/A—537,038-537,038-100%$142.4M———
Price T Rowe Associates Inc
N/A—357,331-357,331-100%$94.7M———
Vanguard Capital Management LLC
N/A—329,623-329,623-100%$87.4M———
State Street Corp
N/A—312,811-312,811-100%$82.9M———
American Century Companies Inc
N/A—279,976-279,976-100%$74.2M———
UBS Group AG
N/A—254,740-254,740-100%$67.5M———
Massachusetts Financial Services Co
N/A—223,474-223,474-100%$59.2M———
Geode Capital Management, LLC
N/A—200,933-200,933-100%$53.3M———
Vanguard Portfolio Management LLC
N/A—161,218-161,218-100%$42.7M———
AltraVue Capital, LLC
N/A—147,466-147,466-100%$39.1M———
Morgan Stanley
N/A—124,387-124,387-100%$33.0M———
Franklin Resources Inc
N/A—114,068-114,068-100%$30.2M———
Ashford Capital Management Inc
N/A—105,020-105,020-100%$27.8M———
Geneva Capital Management LLC
N/A—103,038-103,038-100%$27.3M———
Envestnet Asset Management Inc
N/A—98,347-98,347-100%$26.1M———
Northern Trust Corp
N/A—91,260-91,260-100%$24.2M———
GW&K Investment Management, LLC
N/A—88,417-88,417-100%$23.4M———
Neumeier Poma Investment Counsel LLC
N/A—84,575-84,575-100%$22.4M———
Renaissance Technologies LLC
N/A—84,465-84,465-100%$22.4M———
Owls Nest Partners IA, LLC
N/A—74,731-74,731-100%$19.8M———
De Lisle Partners LLP
N/A—74,302-74,302-100%$19.7M———
Charles Schwab Investment Management Inc
N/A—73,279-73,279-100%$19.4M———
Royal Bank of Canada
N/A—68,136-68,136-100%$18.1M———
Bank of America Corp
N/A—60,312-60,312-100%$16.0M———
Osaic Holdings, Inc.
N/A—58,522-58,522-100%$15.5M———
Impax Asset Management Group plc
N/A—55,500-55,500-100%$14.7M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—55,176-55,176-100%$14.6M———
Vanguard Fiduciary Trust Co
N/A—55,000-55,000-100%$14.6M———
New York State Common Retirement Fund
N/A—51,475-51,475-100%$13.6M———
Applied Fundamental Research, LLC
N/A—50,498-50,498-100%$13.4M———
Rockefeller Capital Management L.P.
N/A—46,295-46,295-100%$12.3M———
Raymond James Financial Inc
N/A—46,051-46,051-100%$12.2M———
Royce & Associates LP
N/A—44,465-44,465-100%$11.8M———
SEI Investments Co
N/A—44,185-44,185-100%$11.7M———
Renaissance Group LLC
N/A—37,323-37,323-100%$9.9M———
Ranger Investment Management, L.P.
N/A—36,030-36,030-100%$9.6M———
Legato Capital Management LLC
N/A—35,301-35,301-100%$9.4M———
Rice Hall James & Associates, LLC
N/A—34,034-34,034-100%$9.0M———
First Trust Advisors LP
N/A—30,830-30,830-100%$8.2M———
Public Sector Pension Investment Board
N/A—26,572-26,572-100%$7.0M———
Goldman Sachs Group Inc
N/A—24,986-24,986-100%$6.6M———
Invesco Ltd.
N/A—24,193-24,193-100%$6.4M———
Russell Investments Group, Ltd.
N/A—23,249-23,249-100%$6.2M———
Nuveen, LLC
N/A—23,160-23,160-100%$6.1M———
Punch & Associates Investment Management, Inc.
N/A—22,700-22,700-100%$6.0M———
Point72 Asset Management, L.P.
N/A—21,326-21,326-100%$5.7M———
Rhumbline Advisers
N/A—18,048-18,048-100%$4.8M———
Legal & General Group Plc
N/A—18,022-18,022-100%$4.8M———
Stifel Financial Corp
N/A—17,877-17,877-100%$4.7M———
LPL Financial LLC
N/A—16,575-16,575-100%$4.4M———
EFG International AG
N/A—15,000-15,000-100%$4.0M———
Bessemer Group Inc
N/A—14,902-14,902-100%$3.9M———
Swiss National Bank
N/A—14,700-14,700-100%$3.9M———
Marshall Wace, LLP
N/A—13,576-13,576-100%$3.6M———
Brevan Howard Capital Management LP
N/A—13,400-13,400-100%$3.6M———
UBS Asset Management Americas LLC
N/A—13,357-13,357-100%$3.5M———
Ameriprise Financial Inc
N/A—12,130-12,130-100%$3.2M———
JPMorgan Chase & Co
N/A—11,579-11,579-100%$3.1M———
MML Investors Services, LLC
N/A—11,397-11,397-100%$3.0M———
Alliancebernstein L.P.
N/A—10,963-10,963-100%$2.1M———
Johnson Investment Counsel Inc
N/A—10,401-10,401-100%$2.8M———
Wells Fargo & Company
N/A—9,347-9,347-100%$2.5M———
California State Teachers Retirement System
N/A—8,926-8,926-100%$2.4M———
Deutsche Bank Ag\
N/A—8,568-8,568-100%$2.3M———
Susquehanna Portfolio Strategies, LLC
N/A—8,478-8,478-100%$2.2M———
Prudential Financial Inc
N/A—8,078-8,078-100%$2.1M———
Maridea Wealth Management LLC
N/A—7,901-7,901-100%$2.1M———
Citadel Advisors LLC
N/A—7,786-7,786-100%$2.1M———
Jump Financial, LLC
N/A—7,639-7,639-100%$2.0M———
Cetera Investment Advisers
N/A—6,237-6,237-100%$1.7M———
Vanguard Asset Management, Ltd
N/A—5,523-5,523-100%$1.5M———
Pathstone Holdings, LLC
N/A—5,348-5,348-100%$1.4M———
State Board of Administration of Florida Retirement System
N/A—5,014-5,014-100%$1.3M———
MetLife Investment Management, LLC
N/A—4,449-4,449-100%$1.2M———
Benjamin Edwards Inc
N/A—4,324-4,324-100%$1.1M———
XTX Topco Ltd
N/A—3,916-3,916-100%$1.0M———
Manufacturers Life Insurance Company, the
N/A—3,732-3,732-100%$989.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,497-3,497-100%$927.2K———
Vident Advisory, LLC
N/A—3,496-3,496-100%$926.9K———
Susquehanna Fundamental Investments, LLC
N/A—3,347-3,347-100%$887.4K———
Jupiter Topco LLC
N/A—3,331-3,331-100%$881.9K———
Handelsbanken Fonder AB
N/A—3,200-3,200-100%$848———
SIT Investment Associates Inc
N/A—3,095-3,095-100%$821.0K———
World Investment Advisors
N/A—3,069-3,069-100%$596.3K———
Two Sigma Investments, LP
N/A—3,043-3,043-100%$806.8K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,006-3,006-100%$797.0K———
Quantinno Capital Management LP
N/A—2,954-2,954-100%$783.2K———
Beaton Management Co. Inc.
N/A—2,950-2,950-100%$782.0K———
Vanguard Global Advisers, LLC
N/A—2,907-2,907-100%$770.7K———
Morgan Dempsey Capital Management LLC
N/A—2,851-2,851-100%$755.9K———
Grandeur Peak Global Advisors, LLC
N/A—2,848-2,848-100%$755.1K———
AQR Capital Management LLC
N/A—2,599-2,599-100%$689.1K———
Sanctuary Advisors, LLC
N/A—2,572-2,572-100%$681.9K———
Vestcor Inc
N/A—2,550-2,550-100%$676.0K———
Voya Investment Management LLC
N/A—2,340-2,340-100%$620.4K———
Police & Firemen's Retirement System of New Jersey
N/A—2,265-2,265-100%$600.5K———
State of Tennessee, Department of Treasury
N/A—2,261-2,261-100%$599.5K———
Keebeck Wealth Management
N/A—2,246-2,246-100%$595.5K———
Northwestern Mutual Wealth Management Co
N/A—2,131-2,131-100%$565.0K———
M&T Bank Corp
N/A—2,040-2,040-100%$540.4K———
CIM, LLC
N/A—2,011-2,011-100%$533.2K———
Allstate Corp
N/A—1,994-1,994-100%$528.7K———
Hancock Whitney Corp
N/A—1,969-1,969-100%$522.0K———
GSA Capital Partners LLP
N/A—1,949-1,949-100%$517.0K———
Vanguard Investments Australia, Ltd.
N/A—1,945-1,945-100%$515.7K———
Teachers Retirement System of the State of Kentucky
N/A—1,887-1,887-100%$501.0K———
Aquatic Capital Management LLC
N/A—1,848-1,848-100%$490.0K———
Earnest Partners LLC
N/A—1,700-1,700-100%$450.7K———
Balyasny Asset Management L.P.
N/A—1,649-1,649-100%$437.2K———
KLP Kapitalforvaltning AS
N/A—1,600-1,600-100%$424.2K———
Amundi
N/A—1,568-1,568-100%$415.7K———
Principal Securities, Inc.
N/A—1,565-1,565-100%$414.9K———
Mercer Global Advisors Inc
N/A—1,549-1,549-100%$410.7K———
Intech Investment Management LLC
N/A—1,542-1,542-100%$408.8K———
FOX RUN Management, L.L.C.
N/A—1,488-1,488-100%$394.5K———
&partners
N/A—1,481-1,481-100%$392.7K———
Prosperity Consulting Group, LLC
N/A—1,425-1,425-100%$377.8K———
Liontrust Investment Partners LLP
N/A—1,394-1,394-100%$369.6K———
Guggenheim Capital LLC
N/A—1,388-1,388-100%$368.0K———
Global Retirement Partners, LLC
N/A—1,382-1,382-100%$366.4K———
Mariner, LLC
N/A—1,350-1,350-100%$357.9K———
FMR LLC
N/A—1,302-1,302-100%$345.2K———
BNP Paribas Financial Markets
N/A—1,288-1,288-100%$341.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,284-1,284-100%$340.4K———
Victory Capital Management Inc
N/A—1,158-1,158-100%$307.0K———
Millington Financial Advisors, LLC
N/A—1,046-1,046-100%$253.2K———
LaSalle St. Investment Advisors, LLC
N/A—1,002-1,002-100%$265.7K———
State of Wisconsin Investment Board
N/A—981-981-100%$260.1K———
Quantbot Technologies LP
N/A—954-954-100%$252.9K———
Orion Porfolio Solutions, LLC
N/A—850-850-100%$225.4K———
Argent Trust Co
N/A—833-833-100%$220.9K———
CreativeOne Wealth, LLC
N/A—821-821-100%$217.7K———
Jones Financial Companies Lllp
N/A—816-816-100%$212.0K———
Tower Research Capital LLC (TRC)
N/A—784-784-100%$207.9K———
Rothschild Investment LLC
N/A—739-739-100%$195.9K———
Ameritas Investment Partners, Inc.
N/A—692-692-100%$183.5K———
SG Americas Securities, LLC
N/A—446-446-100%$118.0K———
Smartleaf Asset Management LLC
N/A—189-189-100%$49.8K———
Lavaca Capital LLC
N/A—127-127-100%$33.7K———
Transamerica Financial Advisors, LLC
N/A—122-122-100%$32.3K———
BNP Paribas Asset Management Holding S.A.
N/A—113-113-100%$30.0K———
Silvant Capital Management LLC
N/A—110-110-100%$29.2K———
Whittier Trust Co of Nevada Inc
N/A—97-97-100%$25.6K———
Federation des caisses Desjardins du Quebec
N/A—75-75-100%$19.9K———
Optiver Holding B.V.
N/A—66-66-100%$17.5K———
Hantz Financial Services, Inc.
N/A—63-63-100%$17———
Huntington National Bank
N/A—62-62-100%$16.4K———
Crewe Advisors LLC
N/A—61-61-100%$16.2K———
Kemnay Advisory Services Inc.
N/A—52-52-100%$13.8K———
Steward Partners Investment Advisory, LLC
N/A—37-37-100%$9.8K———
UMB Bank, n.a.
N/A—34-34-100%$9.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—29-29-100%$7.7K———
BFC Planning, Inc.
N/A—29-29-100%$7.7K———
Arax Advisory Partners
N/A—25-25-100%$6.6K———
Harbour Investments, Inc.
N/A—25-25-100%$6.6K———
N.E.W. Advisory Services LLC
N/A—20-20-100%$5.3K———
Strategic Wealth Partners, Ltd.
N/A—17-17-100%$4.5K———
Allworth Financial LP
N/A—16-16-100%$4.2K———
Tidemark, LLC
N/A—13-13-100%$3.4K———
Keating Financial Advisory Services, Inc.
N/A—12-12-100%$3.2K———
Caitlin John, LLC
N/A—4-4-100%$1.1K———
Ankerstar Wealth, LLC
N/A—1-1-100%$265———
Showing 302 of 302 institutions