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UFP Industries Inc (UFPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,269,977 from 2,071,608
Change+198,369 (+10%)
Value$175.3M (-$12.7M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares1,658,412 from 1,591,284
Change+67,128 (+4%)
Value$128.1M (-$16.3M)
Filed 2026-11-06
Wasatch Advisors LP
DECREASED
Shares1,255,687 from 1,394,340
Change-138,653 (-10%)
Value$97.0M (-$29.6M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
DECREASED
Shares768,172 from 1,067,123
Change-298,951 (-28%)
Value$59.2M (-$35.9M)
Filed 2026-11-04
Deprince Race & Zollo Inc
DECREASED
Shares598,168 from 614,335
Change-16,167 (-3%)
Value$46.2M (-$9.6M)
Filed 2026-10-13
Copeland Capital Management, LLC
DECREASED
Shares553,686 from 578,310
Change-24,624 (-4%)
Value$42.8M (-$9.7M)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares367,988 from 375,432
Change-7,444 (-2%)
Value$28.4M (-$5.7M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares269,694 from 292,579
Change-22,885 (-8%)
Value$20.8M (-$5.7M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares242,417 from 225,430
Change+16,987 (+8%)
Value$18.7M (-$1.7M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares159,841 from 105,390
Change+54,451 (+52%)
Value$12.3M (+$2.8M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares128,739 from 128,836
Change-97 (0%)
Value$9.9M (-$1.7M)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares95,507 from 96,966
Change-1,459 (-1%)
Value$7.4M (-$1.4M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares95,394 from 75,161
Change+20,233 (+27%)
Value$7.4M (+$546.2K)
Filed 2026-11-02
Wedge Capital Management L L P
DECREASED
Shares78,356 from 81,104
Change-2,748 (-3%)
Value$6.1M (-$1.3M)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares59,272 from 81,061
Change-21,789 (-27%)
Value$4.6M (-$2.8M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares57,312 from 61,478
Change-4,166 (-7%)
Value$4.4M (-$1.2M)
Filed 2026-11-06
Retirement Systems of Alabama
DECREASED
Shares56,896 from 58,416
Change-1,520 (-3%)
Value$4.4M (-$907.2K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares52,602 from 57,640
Change-5,038 (-9%)
Value$4.1M (-$1.2M)
Filed 2026-11-05
Bridge City Capital, LLC
INCREASED
Shares50,384 from 34,440
Change+15,944 (+46%)
Value$3.9M (+$765.6K)
Filed 2026-10-29
New York State Teachers Retirement System
DECREASED
Shares47,905 from 48,279
Change-374 (-1%)
Value$3.7K (-$4.4M)
Filed 2026-10-22
Narwhal Capital Management
DECREASED
Shares44,819 from 47,190
Change-2,371 (-5%)
Value$3.5M (-$821.1K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares41,763 from 42,758
Change-995 (-2%)
Value$3.2M (-$654.9K)
Filed 2026-11-05
Watchman Group, Inc.
DECREASED
Shares40,594 from 40,846
Change-252 (-1%)
Value$3.1M (-$571.7K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
INCREASED
Shares39,419 from 39,387
Change+32 (+0%)
Value$3.0M (-$530.0K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares38,120 from 39,562
Change-1,442 (-4%)
Value$2.9M (-$646.2K)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares30,950 from 31,684
Change-734 (-2%)
Value$2.4M (-$485.0K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares30,919 from 30,175
Change+744 (+2%)
Value$989.4K (-$108.9K)
Filed 2026-10-13
KBC Group NV
UNCHANGED
Shares29,812 from 29,812
Change0 (0%)
Value$2.3K (-$2.7M)
Filed 2026-10-22
Palisades Investment Partners, LLC
INCREASED
Shares28,643 from 25,242
Change+3,401 (+13%)
Value$2.2M (-$78.8K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW
Shares28,001
Change+28,001
Value$2.2M
Filed 2026-10-16
Great Lakes Advisors, LLC
DECREASED
Shares27,918 from 50,668
Change-22,750 (-45%)
Value$2.2M (-$2.4M)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares25,500 from 18,400
Change+7,100 (+39%)
Value$2.0M (+$299.5K)
Filed 2026-10-30
Moran Wealth Management, LLC
INCREASED
Shares23,977 from 23,470
Change+507 (+2%)
Value$1.9M (-$278.2K)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares23,696 from 24,003
Change-307 (-1%)
Value$1.8K (-$2.2M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares20,150 from 14,299
Change+5,851 (+41%)
Value$1.6M (+$258.5K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
DECREASED
Shares19,800 from 20,261
Change-461 (-2%)
Value$1.5M (-$309.5K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares17,977 from 17,602
Change+375 (+2%)
Value$1.4M (-$86.8K)
Filed 2026-10-13
Illinois Municipal Retirement Fund
INCREASED
Shares17,482 from 17,245
Change+237 (+1%)
Value$1.3M (-$214.9K)
Filed 2026-11-05
Cascade Investment Advisors, Inc.
INCREASED
Shares17,029 from 16,969
Change+60 (+0%)
Value$1.3M (-$224.8K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares16,562 from 16,369
Change+193 (+1%)
Value$1.3M (-$206.4K)
Filed 2026-10-27
Louisiana State Employees Retirement System
DECREASED
Shares16,400 from 16,500
Change-100 (-1%)
Value$1.3M (-$230.8K)
Filed 2026-10-20
Yousif Capital Management, LLC
DECREASED
Shares16,231 from 17,182
Change-951 (-6%)
Value$1.3M (-$305.7K)
Filed 2026-10-22
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$1.2M (-$216.3K)
Filed 2026-10-30
Flagship Capital Management Inc.
DECREASED
Shares15,937 from 16,567
Change-630 (-4%)
Value$1.2M (-$272.6K)
Filed 2026-10-20
Arizona State Retirement System
INCREASED
Shares15,918 from 15,673
Change+245 (+2%)
Value$1.2M (-$193.0K)
Filed 2026-11-03
Chicago Trust Co NA
INCREASED
Shares15,364 from 15,301
Change+63 (+0%)
Value$1.2M (-$202.0K)
Filed 2026-10-28
Markel Group Inc.
INCREASED
Shares14,000 from 4,000
Change+10,000 (+250%)
Value$1.1M (+$718.1K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares13,303 from 8,011
Change+5,292 (+66%)
Value$1.0M (+$300.4K)
Filed 2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares13,167 from 13,521
Change-354 (-3%)
Value$1.0M (-$210.1K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares12,900 from 13,200
Change-300 (-2%)
Value$996.1K (-$201.6K)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$973 (-$1.1M)
Filed 2026-11-05
Confluence Investment Management LLC
DECREASED
Shares12,432 from 16,254
Change-3,822 (-24%)
Value$960.0K (-$514.9K)
Filed 2026-10-01
Thrivent Financial for Lutherans
DECREASED
Shares12,088 from 12,542
Change-454 (-4%)
Value$933 (-$1.1M)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares11,397 from 11,697
Change-300 (-3%)
Value$880.1K (-$181.3K)
Filed 2026-10-30
Bokf, NA
INCREASED
Shares10,546 from 10,101
Change+445 (+4%)
Value$814.4K (-$102.2K)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares9,525 from 5,958
Change+3,567 (+60%)
Value$735.5K (+$194.9K)
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares9,292 from 9,731
Change-439 (-5%)
Value$717.5K (-$165.5K)
Filed 2026-10-29
Harbor Capital Advisors, Inc.
INCREASED
Shares8,772 from 8,721
Change+51 (+1%)
Value$677 (-$790.3K)
Filed 2026-10-22
Unison Advisors LLC
INCREASED
Shares8,115 from 8,081
Change+34 (+0%)
Value$626.6K (-$106.6K)
Filed 2026-10-29
MQS Management LLC
INCREASED
Shares8,054 from 4,396
Change+3,658 (+83%)
Value$621.9K (+$223.0K)
Filed 2026-11-06
Xponance LLC
DECREASED
Shares8,002 from 8,419
Change-417 (-5%)
Value$617.9K (-$146.0K)
Filed 2026-11-03
State of Alaska, Department of Revenue
INCREASED
Shares7,656 from 5,534
Change+2,122 (+38%)
Value$590 (-$501.4K)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares6,997 from 6,989
Change+8 (+0%)
Value$540.3K (-$93.9K)
Filed 2026-10-28
Hardy Reed LLC
DECREASED
Shares6,203 from 6,209
Change-6 (0%)
Value$478.9K (-$84.5K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares6,145 from 6,064
Change+81 (+1%)
Value$474.5K (-$75.7K)
Filed 2026-10-28
MacKenzie Financial Corp
DECREASED
Shares5,987 from 6,385
Change-398 (-6%)
Value$462.3K (-$117.1K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares5,901 from 5,328
Change+573 (+11%)
Value$455.7K (-$27.8K)
Filed 2026-11-05
State of Wyoming
DECREASED
Shares5,797 from 6,260
Change-463 (-7%)
Value$447.6K (-$120.4K)
Filed 2026-10-28
Impact Capital Partners LLC
INCREASED
Shares5,206 from 2,965
Change+2,241 (+76%)
Value$402.0K (+$133.0K)
Filed 2026-10-22
Net Worth Advisory Group
INCREASED
Shares5,152 from 3,944
Change+1,208 (+31%)
Value$397.1K (+$39.2K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$386.1K (-$67.6K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares4,874 from 4,214
Change+660 (+16%)
Value$376.4K (-$6.0K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares4,702 from 5,271
Change-569 (-11%)
Value$363.1K (-$115.2K)
Filed 2026-11-06
Claro Advisors Inc.
DECREASED
Shares4,441 from 4,737
Change-296 (-6%)
Value$342.9K (-$86.9K)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares4,081 from 4,013
Change+68 (+2%)
Value$315.1K (-$49.0K)
Filed 2026-11-03
Keybank National Association
NEW
Shares4,055
Change+4,055
Value$313.1K
Filed 2026-11-04
Securian Asset Management, Inc
DECREASED
Shares4,052 from 4,165
Change-113 (-3%)
Value$312.9K (-$45.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,046 from 4,173
Change-127 (-3%)
Value$312 (-$378.7K)
Filed 2026-11-02
Curated Wealth Partners LLC
DECREASED
Shares4,033 from 5,594
Change-1,561 (-28%)
Value$311.4K (-$196.2K)
Filed 2026-10-15
Virginia Retirement Systems ET Al
DECREASED
Shares3,800 from 7,060
Change-3,260 (-46%)
Value$293.4K (-$347.2K)
Filed 2026-10-28
Westover Capital Advisors, LLC
UNCHANGED
Shares3,380 from 3,380
Change0 (0%)
Value$261.0K (-$45.7K)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares3,338 from 3,085
Change+253 (+8%)
Value$257.8K (-$22.2K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares3,174 from 3,234
Change-60 (-2%)
Value$245.1K (-$48.4K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,906 from 2,809
Change+97 (+3%)
Value$224.4K (-$30.5K)
Filed 2026-11-04
Amundi
DECREASED
Shares2,832 from 3,981
Change-1,149 (-29%)
Value$218.7K (-$142.5K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares2,759 from 2,911
Change-152 (-5%)
Value$213.1K (-$51.1K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,746 from 2,792
Change-46 (-2%)
Value$212.0K (-$41.3K)
Filed 2026-10-20
Nykredit A/S
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$187.0K (-$32.7K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,292 from 204
Change+2,088 (+1024%)
Value$177.0K (+$158.5K)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares1,958 from 1,171
Change+787 (+67%)
Value$151.2K (+$44.9K)
Filed 2026-10-15
Parkside Financial Bank & Trust
DECREASED
Shares1,798 from 1,972
Change-174 (-9%)
Value$138.8K (-$40.1K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares1,286
Change+1,286
Value$99.3K
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares1,240 from 701
Change+539 (+77%)
Value$95.8K (+$32.1K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares1,125 from 1,129
Change-4 (0%)
Value$87 (-$15)
Filed 2026-10-02
Sterling Capital Management LLC
DECREASED
Shares1,121 from 1,155
Change-34 (-3%)
Value$86.6K (-$18.2K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares1,059 from 801
Change+258 (+32%)
Value$82 (-$72.9K)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$83.5K (-$13.3K)
Filed 2026-11-06
Heritage Family Offices, LLP
NEW
Shares1,025
Change+1,025
Value$79.2K
Filed 2026-11-02
Fulcrum Asset Management LLP
NEW
Shares1,022
Change+1,022
Value$80.5K
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares1,004 from 873
Change+131 (+15%)
Value$77.5K (-$1.7K)
Filed 2026-10-08
Legacy Trust
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$68.8K (-$7.4K)
Filed 2026-11-06
Financial Management Professionals, Inc.
NEW
Shares486
Change+486
Value$37.5K
Filed 2026-10-23
Parallel Advisors, LLC
DECREASED
Shares455 from 791
Change-336 (-42%)
Value$35.1K (-$36.6K)
Filed 2026-11-03
Natixis
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$34.7K (-$6.1K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares390 from 379
Change+11 (+3%)
Value$30.1K (-$4.3K)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$29.4K (-$5.2K)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$28.0K (-$4.9K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
NEW
Shares355
Change+355
Value$27.4K
Filed 2026-11-03
Reyes Financial Architecture, Inc.
NEW
Shares318
Change+318
Value$24.6K
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares311 from 332
Change-21 (-6%)
Value$24.0K (-$6.1K)
Filed 2026-10-08
V-Square Quantitative Management LLC
INCREASED
Shares272 from 258
Change+14 (+5%)
Value$21.0K (-$2.4K)
Filed 2026-10-15
North Point Portfolio Managers Corp
NEW
Shares265
Change+265
Value$20.5K
Filed 2026-10-07
Bayforest Capital Ltd
NEW
Shares249
Change+249
Value$19.2K
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$17.2K (-$3.0K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares220
Change+220
Value$17.0K
Filed 2026-10-21
Putney Financial Group LLC
NEW
Shares200
Change+200
Value$15.4K
Filed 2026-10-30
City State Bank
DECREASED
Shares200 from 300
Change-100 (-33%)
Value$15.4K (-$11.8K)
Filed 2026-10-20
Versant Capital Management, Inc
DECREASED
Shares196 from 599
Change-403 (-67%)
Value$15.1K (-$39.2K)
Filed 2026-10-02
Key FInancial Inc
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$11.7K (-$2.0K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares149 from 148
Change+1 (+1%)
Value$13.5K (+$91)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares142 from 187
Change-45 (-24%)
Value$11.0K (-$6.0K)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares136 from 361
Change-225 (-62%)
Value$10.5K (-$22.3K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares129 from 174
Change-45 (-26%)
Value$10.0K (-$5.8K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$8.0K (-$1.4K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares95 from 58
Change+37 (+64%)
Value$7.3K (+$2.1K)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares92 from 89
Change+3 (+3%)
Value$7.1K (-$971)
Filed 2026-10-26
First Horizon Corp
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$6.7K (-$1.2K)
Filed 2026-10-26
Torren Management, LLC
INCREASED
Shares78 from 77
Change+1 (+1%)
Value$6.0K (-$1.0K)
Filed 2026-10-29
WPG Advisers, LLC
INCREASED
Shares76 from 23
Change+53 (+230%)
Value$5.9K (+$3.8K)
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares61 from 52
Change+9 (+17%)
Value$4.7K (-$1)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
NEW
Shares57
Change+57
Value$4.4K
Filed 2026-10-16
Strengthening Families & Communities, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.9K (-$667)
Filed 2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.9K (-$676)
Filed 2026-10-22
TD Private Client Wealth LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.9K (-$676)
Filed 2026-10-28
Ascentis Wealth Management, LLC
NEW
Shares49
Change+49
Value$3.8K
Filed 2026-11-03
Creative Capital Management Investments LLC
INCREASED
Shares48 from 23
Change+25 (+109%)
Value$3.7K (+$1.6K)
Filed 2026-10-28
Fortitude Family Office, LLC
INCREASED
Shares43 from 37
Change+6 (+16%)
Value$3.3K (-$37)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.0K (-$527)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares30 from 21
Change+9 (+43%)
Value$2.3K (+$411)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares22 from 8
Change+14 (+175%)
Value$1.7K (+$973)
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares20 from 2
Change+18 (+900%)
Value$1.5K (+$1.4K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares19 from 1
Change+18 (+1800%)
Value$1.5K (+$1.4K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.1K (-$189)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares13 from 11
Change+2 (+18%)
Value$1.0K (+$6)
Filed 2026-11-03
Burk Holdings LLC
NEW
Shares12
Change+12
Value$927
Filed 2026-11-05
Manchester Capital Management LLC
INCREASED
Shares10 from 8
Change+2 (+25%)
Value$773 (+$47)
Filed 2026-10-22
Signature Equity Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$772 (-$135)
Filed 2026-10-29
Private Wealth Management Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$773 (-$135)
Filed 2026-10-19
Private Trust Co NA
NEW
Shares9
Change+9
Value$695
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares9 from 31
Change-22 (-71%)
Value$695 (-$2.1K)
Filed 2026-11-06
Planning Strategies Inc.
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$541 (+$178)
Filed 2026-10-02
Bell Investment Advisors, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$541 (-$95)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares6 from 14
Change-8 (-57%)
Value$463 (-$807)
Filed 2026-10-05
Thompson Investment Management, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$463 (-$81)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$386
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
DECREASED
Shares5 from 896
Change-891 (-99%)
Value$386 (-$80.9K)
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
NEW
Shares4
Change+4
Value$309
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares2 from 21
Change-19 (-90%)
Value$154 (-$1.8K)
Filed 2026-10-08
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$155 (-$24)
Filed 2026-10-27
Zions Bancorporation, National Association
NEW
Shares1
Change+1
Value$77
Filed 2026-11-06
Davis Capital Management
NEW
Shares1
Change+1
Value$77
Filed 2026-10-08
Maseco LLP
NEW
Shares1
Change+1
Value$77
Filed 2026-10-27
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$77
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$78 (-$13)
Filed 2026-10-15
Alps Advisors Inc
CLOSED
Shares0 from 76,859
Change-76,859 (-100%)
Value$0 (-$7.0M)
Filed 2026-11-03
SG Capital Management LLC
CLOSED
Shares0 from 27,040
Change-27,040 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
Wesbanco Bank Inc
CLOSED
Shares0 from 5,443
Change-5,443 (-100%)
Value$0 (-$493.9K)
Filed 2026-11-04
Ausbil Investment Management Ltd
CLOSED
Shares0 from 4,776
Change-4,776 (-100%)
Value$0 (-$425.8K)
Filed 2026-10-08
Highland Capital Management, LLC
CLOSED
Shares0 from 3,843
Change-3,843 (-100%)
Value$0 (-$348.7K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 3,003
Change-3,003 (-100%)
Value$0 (-$272.5K)
Filed 2026-11-02
Personal CFO Solutions, LLC
CLOSED
Shares0 from 2,540
Change-2,540 (-100%)
Value$0 (-$230.5K)
Filed 2026-11-06
Evergreen Capital Management LLC
CLOSED
Shares0 from 2,379
Change-2,379 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-23
Apollon Wealth Management, LLC
CLOSED
Shares0 from 2,325
Change-2,325 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-23
Well Done, LLC
CLOSED
Shares0 from 2,240
Change-2,240 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-20
Profund Advisors LLC
CLOSED
Shares0 from 2,229
Change-2,229 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-29
IAG Wealth Partners, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-06
Centerpoint Advisors, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$19.0K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-13
Clearstead Trust, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-06
James T. Borello RIA
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
Avion Wealth
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$272)
Filed 2026-11-04
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$91)
Filed 2026-10-15
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Hughes Financial Services, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$91)
Filed 2026-10-30
Raleigh Capital Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$9)
Filed 2026-10-28
Valued Wealth Advisors LLC
UNCHANGED
Shares0 from 0
Change0
Value$3 ($0)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 7,582,797
Change-7,582,797 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,341,840
Change-3,341,840 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,989,380
Change-2,989,380 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,540,879
Change-2,540,879 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,191,851
Change-2,191,851 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,831,941
Change-1,831,941 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,505,294
Change-1,505,294 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,121,718
Change-1,121,718 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 889,187
Change-889,187 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 823,589
Change-823,589 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 795,640
Change-795,640 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 751,340
Change-751,340 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 699,924
Change-699,924 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 691,735
Change-691,735 (-100%)
Value—
Norges Bank
N/A
Shares— from 639,521
Change-639,521 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 599,460
Change-599,460 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 548,554
Change-548,554 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 457,779
Change-457,779 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 446,926
Change-446,926 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 442,597
Change-442,597 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 374,588
Change-374,588 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 355,449
Change-355,449 (-100%)
Value—
UBS Group AG
N/A
Shares— from 340,564
Change-340,564 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 297,886
Change-297,886 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 297,540
Change-297,540 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 281,345
Change-281,345 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 258,326
Change-258,326 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 246,674
Change-246,674 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 232,613
Change-232,613 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 215,537
Change-215,537 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 204,749
Change-204,749 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 196,394
Change-196,394 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 196,094
Change-196,094 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 168,562
Change-168,562 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 159,878
Change-159,878 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 135,335
Change-135,335 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 122,256
Change-122,256 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 121,751
Change-121,751 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 118,087
Change-118,087 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 116,533
Change-116,533 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 113,950
Change-113,950 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 110,935
Change-110,935 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 110,726
Change-110,726 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 105,786
Change-105,786 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 98,839
Change-98,839 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 95,451
Change-95,451 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 91,272
Change-91,272 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 84,622
Change-84,622 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 84,113
Change-84,113 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 83,492
Change-83,492 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 83,001
Change-83,001 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 82,360
Change-82,360 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 80,574
Change-80,574 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 74,882
Change-74,882 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 73,685
Change-73,685 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 70,628
Change-70,628 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 65,381
Change-65,381 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 60,500
Change-60,500 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 59,618
Change-59,618 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 59,030
Change-59,030 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 57,864
Change-57,864 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 54,986
Change-54,986 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 54,729
Change-54,729 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 54,324
Change-54,324 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 52,836
Change-52,836 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 51,886
Change-51,886 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 46,038
Change-46,038 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 43,911
Change-43,911 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 41,878
Change-41,878 (-100%)
Value—
Man Group plc
N/A
Shares— from 41,277
Change-41,277 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 40,344
Change-40,344 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 40,056
Change-40,056 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,437
Change-35,437 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 34,735
Change-34,735 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 34,300
Change-34,300 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 34,035
Change-34,035 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 32,294
Change-32,294 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 26,923
Change-26,923 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 26,280
Change-26,280 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 26,270
Change-26,270 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 26,001
Change-26,001 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,240
Change-22,240 (-100%)
Value—
&partners
N/A
Shares— from 21,846
Change-21,846 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 21,149
Change-21,149 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 21,004
Change-21,004 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 20,751
Change-20,751 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 20,343
Change-20,343 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 20,115
Change-20,115 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 18,653
Change-18,653 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 18,597
Change-18,597 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 18,096
Change-18,096 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 16,904
Change-16,904 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,595
Change-15,595 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 15,240
Change-15,240 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 15,170
Change-15,170 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 15,111
Change-15,111 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 14,724
Change-14,724 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 14,689
Change-14,689 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 14,550
Change-14,550 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 14,095
Change-14,095 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 13,590
Change-13,590 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 12,705
Change-12,705 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11,879
Change-11,879 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,683
Change-10,683 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,337
Change-10,337 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 9,744
Change-9,744 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 9,258
Change-9,258 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 9,006
Change-9,006 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 7,604
Change-7,604 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 7,596
Change-7,596 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 4,513
Change-4,513 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Allstate Corp
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 710
Change-710 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 594
Change-594 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 519
Change-519 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 464
Change-464 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 206
Change-206 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 75
Change-75 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 43
Change-43 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 31
Change-31 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Quarry LP
N/A
Shares— from 27
Change-27 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 18
Change-18 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8
Change-8 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,269,9772,071,608+198,369+10%$188.0M$175.3M-$12.7M2026-11-04
Geode Capital Management, LLC
INCREASED1,658,4121,591,284+67,128+4%$144.4M$128.1M-$16.3M2026-11-06
Wasatch Advisors LP
DECREASED1,255,6871,394,340-138,653-10%$126.5M$97.0M-$29.6M2026-10-13
Allspring Global Investments Holdings, LLC
DECREASED768,1721,067,123-298,951-28%$95.1M$59.2M-$35.9M2026-11-04
Deprince Race & Zollo Inc
DECREASED598,168614,335-16,167-3%$55.7M$46.2M-$9.6M2026-10-13
Copeland Capital Management, LLC
DECREASED553,686578,310-24,624-4%$52.5M$42.8M-$9.7M2026-10-13
Bank of New York Mellon Corp
DECREASED367,988375,432-7,444-2%$34.1M$28.4M-$5.7M2026-11-05
Pictet Asset Management Holding SA
DECREASED269,694292,579-22,885-8%$26.5M$20.8M-$5.7M2026-11-03
Russell Investments Group, Ltd.
INCREASED242,417225,430+16,987+8%$20.5M$18.7M-$1.7M2026-11-06
Barclays PLC
INCREASED159,841105,390+54,451+52%$9.6M$12.3M+$2.8M2026-11-06
Principal Financial Group Inc
DECREASED128,739128,836-970%$11.7M$9.9M-$1.7M2026-11-02
Mutual of America Capital Management LLC
DECREASED95,50796,966-1,459-1%$8.8M$7.4M-$1.4M2026-10-23
Creative Planning
INCREASED95,39475,161+20,233+27%$6.8M$7.4M+$546.2K2026-11-02
Wedge Capital Management L L P
DECREASED78,35681,104-2,748-3%$7.4M$6.1M-$1.3M2026-10-13
Citigroup Inc
DECREASED59,27281,061-21,789-27%$7.4M$4.6M-$2.8M2026-11-04
Deutsche Bank Ag\
DECREASED57,31261,478-4,166-7%$5.6M$4.4M-$1.2M2026-11-06
Retirement Systems of Alabama
DECREASED56,89658,416-1,520-3%$5.3M$4.4M-$907.2K2026-11-04
Fifth Third Bancorp
DECREASED52,60257,640-5,038-9%$5.2M$4.1M-$1.2M2026-11-05
Bridge City Capital, LLC
INCREASED50,38434,440+15,944+46%$3.1M$3.9M+$765.6K2026-10-29
New York State Teachers Retirement System
DECREASED47,90548,279-374-1%$4.4M$3.7K-$4.4M2026-10-22
Narwhal Capital Management
DECREASED44,81947,190-2,371-5%$4.3M$3.5M-$821.1K2026-11-04
Regions Financial Corp
DECREASED41,76342,758-995-2%$3.9M$3.2M-$654.9K2026-11-05
Watchman Group, Inc.
DECREASED40,59440,846-252-1%$3.7M$3.1M-$571.7K2026-10-16
Nisa Investment Advisors, LLC
INCREASED39,41939,387+32+0%$3.6M$3.0M-$530.0K2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED38,12039,562-1,442-4%$3.6M$2.9M-$646.2K2026-10-23
B. Metzler seel. Sohn & Co. AG
DECREASED30,95031,684-734-2%$2.9M$2.4M-$485.0K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED30,91930,175+744+2%$1.1M$989.4K-$108.9K2026-10-13
KBC Group NV
UNCHANGED29,81229,81200%$2.7M$2.3K-$2.7M2026-10-22
Palisades Investment Partners, LLC
INCREASED28,64325,242+3,401+13%$2.3M$2.2M-$78.8K2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW28,001—+28,001——$2.2M—2026-10-16
Great Lakes Advisors, LLC
DECREASED27,91850,668-22,750-45%$4.6M$2.2M-$2.4M2026-11-06
Strs Ohio
INCREASED25,50018,400+7,100+39%$1.7M$2.0M+$299.5K2026-10-30
Moran Wealth Management, LLC
INCREASED23,97723,470+507+2%$2.1M$1.9M-$278.2K2026-10-22
Amalgamated Bank
DECREASED23,69624,003-307-1%$2.2M$1.8K-$2.2M2026-10-23
LPL Financial LLC
INCREASED20,15014,299+5,851+41%$1.3M$1.6M+$258.5K2026-11-06
State of New Jersey Common Pension Fund D
DECREASED19,80020,261-461-2%$1.8M$1.5M-$309.5K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED17,97717,602+375+2%$1.5M$1.4M-$86.8K2026-10-13
Illinois Municipal Retirement Fund
INCREASED17,48217,245+237+1%$1.6M$1.3M-$214.9K2026-11-05
Cascade Investment Advisors, Inc.
INCREASED17,02916,969+60+0%$1.5M$1.3M-$224.8K2026-11-02
Oppenheimer Asset Management Inc.
INCREASED16,56216,369+193+1%$1.5M$1.3M-$206.4K2026-10-27
Louisiana State Employees Retirement System
DECREASED16,40016,500-100-1%$1.5M$1.3M-$230.8K2026-10-20
Yousif Capital Management, LLC
DECREASED16,23117,182-951-6%$1.6M$1.3M-$305.7K2026-10-22
Prescott Group Capital Management, L.L.C.
UNCHANGED16,00016,00000%$1.5M$1.2M-$216.3K2026-10-30
Flagship Capital Management Inc.
DECREASED15,93716,567-630-4%$1.5M$1.2M-$272.6K2026-10-20
Arizona State Retirement System
INCREASED15,91815,673+245+2%$1.4M$1.2M-$193.0K2026-11-03
Chicago Trust Co NA
INCREASED15,36415,301+63+0%$1.4M$1.2M-$202.0K2026-10-28
Markel Group Inc.
INCREASED14,0004,000+10,000+250%$363.0K$1.1M+$718.1K2026-10-30
Atria Investments, Inc
INCREASED13,3038,011+5,292+66%$726.9K$1.0M+$300.4K2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED13,16713,521-354-3%$1.2M$1.0M-$210.1K2026-11-03
State of Michigan Retirement System
DECREASED12,90013,200-300-2%$1.2M$996.1K-$201.6K2026-10-27
New Mexico Educational Retirement Board
UNCHANGED12,60012,60000%$1.1M$973-$1.1M2026-11-05
Confluence Investment Management LLC
DECREASED12,43216,254-3,822-24%$1.5M$960.0K-$514.9K2026-10-01
Thrivent Financial for Lutherans
DECREASED12,08812,542-454-4%$1.1M$933-$1.1M2026-11-05
Oregon Public Employees Retirement Fund
DECREASED11,39711,697-300-3%$1.1M$880.1K-$181.3K2026-10-30
Bokf, NA
INCREASED10,54610,101+445+4%$916.6K$814.4K-$102.2K2026-10-27
Exchange Traded Concepts, LLC
INCREASED9,5255,958+3,567+60%$540.6K$735.5K+$194.9K2026-10-28
ProShare Advisors LLC
DECREASED9,2929,731-439-5%$883.0K$717.5K-$165.5K2026-10-29
Harbor Capital Advisors, Inc.
INCREASED8,7728,721+51+1%$791.0K$677-$790.3K2026-10-22
Unison Advisors LLC
INCREASED8,1158,081+34+0%$733.3K$626.6K-$106.6K2026-10-29
MQS Management LLC
INCREASED8,0544,396+3,658+83%$398.9K$621.9K+$223.0K2026-11-06
Xponance LLC
DECREASED8,0028,419-417-5%$763.9K$617.9K-$146.0K2026-11-03
State of Alaska, Department of Revenue
INCREASED7,6565,534+2,122+38%$502.0K$590-$501.4K2026-10-15
Modera Wealth Management, LLC
INCREASED6,9976,989+8+0%$634.2K$540.3K-$93.9K2026-10-28
Hardy Reed LLC
DECREASED6,2036,209-60%$563.4K$478.9K-$84.5K2026-11-06
D.A. Davidson & Co.
INCREASED6,1456,064+81+1%$550.2K$474.5K-$75.7K2026-10-28
MacKenzie Financial Corp
DECREASED5,9876,385-398-6%$579.4K$462.3K-$117.1K2026-11-02
US Bancorp \de\
INCREASED5,9015,328+573+11%$483.5K$455.7K-$27.8K2026-11-05
State of Wyoming
DECREASED5,7976,260-463-7%$568.0K$447.6K-$120.4K2026-10-28
Impact Capital Partners LLC
INCREASED5,2062,965+2,241+76%$269.0K$402.0K+$133.0K2026-10-22
Net Worth Advisory Group
INCREASED5,1523,944+1,208+31%$357.9K$397.1K+$39.2K2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED5,0005,00000%$453.7K$386.1K-$67.6K2026-11-05
Vise Technologies, Inc.
INCREASED4,8744,214+660+16%$382.4K$376.4K-$6.0K2026-10-29
PNC Financial Services Group, Inc.
DECREASED4,7025,271-569-11%$478.3K$363.1K-$115.2K2026-11-06
Claro Advisors Inc.
DECREASED4,4414,737-296-6%$429.8K$342.9K-$86.9K2026-11-02
Swiss Life Asset Management Ltd
INCREASED4,0814,013+68+2%$364.1K$315.1K-$49.0K2026-11-03
Keybank National Association
NEW4,055—+4,055——$313.1K—2026-11-04
Securian Asset Management, Inc
DECREASED4,0524,165-113-3%$357.9K$312.9K-$45.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED4,0464,173-127-3%$379.0K$312-$378.7K2026-11-02
Curated Wealth Partners LLC
DECREASED4,0335,594-1,561-28%$507.6K$311.4K-$196.2K2026-10-15
Virginia Retirement Systems ET Al
DECREASED3,8007,060-3,260-46%$640.6K$293.4K-$347.2K2026-10-28
Westover Capital Advisors, LLC
UNCHANGED3,3803,38000%$306.7K$261.0K-$45.7K2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED3,3383,085+253+8%$279.9K$257.8K-$22.2K2026-10-22
Truist Financial Corp
DECREASED3,1743,234-60-2%$293.5K$245.1K-$48.4K2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED2,9062,809+97+3%$254.9K$224.4K-$30.5K2026-11-04
Amundi
DECREASED2,8323,981-1,149-29%$361.2K$218.7K-$142.5K2026-11-06
Crossmark Global Holdings, Inc.
DECREASED2,7592,911-152-5%$264.1K$213.1K-$51.1K2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED2,7462,792-46-2%$253.3K$212.0K-$41.3K2026-10-20
Nykredit A/S
UNCHANGED2,4222,42200%$219.8K$187.0K-$32.7K2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED2,292204+2,088+1024%$18.5K$177.0K+$158.5K2026-10-27
Blue Trust, Inc.
INCREASED1,9581,171+787+67%$106.3K$151.2K+$44.9K2026-10-15
Parkside Financial Bank & Trust
DECREASED1,7981,972-174-9%$178.9K$138.8K-$40.1K2026-10-27
Laurel Wealth Advisors LLC
NEW1,286—+1,286——$99.3K—2026-10-27
Signaturefd, LLC
INCREASED1,240701+539+77%$63.6K$95.8K+$32.1K2026-10-23
CX Institutional
DECREASED1,1251,129-40%$102$87-$152026-10-02
Sterling Capital Management LLC
DECREASED1,1211,155-34-3%$104.8K$86.6K-$18.2K2026-10-22
Covestor Ltd
INCREASED1,059801+258+32%$73.0K$82-$72.9K2026-10-30
Eurizon Capital SGR S.p.A.
UNCHANGED1,0581,05800%$96.8K$83.5K-$13.3K2026-11-06
Heritage Family Offices, LLP
NEW1,025—+1,025——$79.2K—2026-11-02
Fulcrum Asset Management LLP
NEW1,022—+1,022——$80.5K—2026-11-04
Gamma Investing LLC
INCREASED1,004873+131+15%$79.2K$77.5K-$1.7K2026-10-08
Legacy Trust
UNCHANGED84084000%$76.2K$68.8K-$7.4K2026-11-06
Financial Management Professionals, Inc.
NEW486—+486——$37.5K—2026-10-23
Parallel Advisors, LLC
DECREASED455791-336-42%$71.8K$35.1K-$36.6K2026-11-03
Natixis
UNCHANGED44944900%$40.7K$34.7K-$6.1K2026-11-06
Assetmark, Inc
INCREASED390379+11+3%$34.4K$30.1K-$4.3K2026-10-21
Duncker Streett & Co Inc
UNCHANGED38138100%$34.6K$29.4K-$5.2K2026-10-27
Arlington Trust Co LLC
UNCHANGED36336300%$32.9K$28.0K-$4.9K2026-10-20
Mirae Asset Global Investments Co., Ltd.
NEW355—+355——$27.4K—2026-11-03
Reyes Financial Architecture, Inc.
NEW318—+318——$24.6K—2026-10-22
Farther Finance Advisors, LLC
DECREASED311332-21-6%$30.1K$24.0K-$6.1K2026-10-08
V-Square Quantitative Management LLC
INCREASED272258+14+5%$23.4K$21.0K-$2.4K2026-10-15
North Point Portfolio Managers Corp
NEW265—+265——$20.5K—2026-10-07
Bayforest Capital Ltd
NEW249—+249——$19.2K—2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED22322300%$20.2K$17.2K-$3.0K2026-11-05
Root Financial Partners, LLC
NEW220—+220——$17.0K—2026-10-21
Putney Financial Group LLC
NEW200—+200——$15.4K—2026-10-30
City State Bank
DECREASED200300-100-33%$27.2K$15.4K-$11.8K2026-10-20
Versant Capital Management, Inc
DECREASED196599-403-67%$54.4K$15.1K-$39.2K2026-10-02
Key FInancial Inc
UNCHANGED15115100%$13.7K$11.7K-$2.0K2026-11-02
Allworth Financial LP
INCREASED149148+1+1%$13.4K$13.5K+$912026-11-06
IFP Advisors, Inc
DECREASED142187-45-24%$17.0K$11.0K-$6.0K2026-10-16
UMB Bank, n.a.
DECREASED136361-225-62%$32.8K$10.5K-$22.3K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED129174-45-26%$15.8K$10.0K-$5.8K2026-11-04
Creative Financial Designs Inc
UNCHANGED10410400%$9.4K$8.0K-$1.4K2026-11-04
Mather Group, Llc.
INCREASED9558+37+64%$5.3K$7.3K+$2.1K2026-10-14
SJS Investment Consulting Inc.
INCREASED9289+3+3%$8.1K$7.1K-$9712026-10-26
First Horizon Corp
UNCHANGED878700%$7.9K$6.7K-$1.2K2026-10-26
Torren Management, LLC
INCREASED7877+1+1%$7.0K$6.0K-$1.0K2026-10-29
WPG Advisers, LLC
INCREASED7623+53+230%$2.1K$5.9K+$3.8K2026-10-27
Retirement Wealth Solutions LLC
INCREASED6152+9+17%$4.7K$4.7K-$12026-10-07
Pension & Wealth Management Advisors, Inc.
NEW57—+57——$4.4K—2026-10-16
Strengthening Families & Communities, LLC
UNCHANGED515100%$4.6K$3.9K-$6672026-10-21
Farmers & Merchants Investments Inc
UNCHANGED505000%$4.5K$3.9K-$6762026-10-22
TD Private Client Wealth LLC
UNCHANGED505000%$4.5K$3.9K-$6762026-10-28
Ascentis Wealth Management, LLC
NEW49—+49——$3.8K—2026-11-03
Creative Capital Management Investments LLC
INCREASED4823+25+109%$2.1K$3.7K+$1.6K2026-10-28
Fortitude Family Office, LLC
INCREASED4337+6+16%$3.4K$3.3K-$372026-10-14
JFS Wealth Advisors, LLC
UNCHANGED393900%$3.5K$3.0K-$5272026-11-03
Physician Wealth Advisors, Inc.
INCREASED3021+9+43%$1.9K$2.3K+$4112026-10-20
Larson Financial Group LLC
INCREASED228+14+175%$727$1.7K+$9732026-11-05
Essential Partners LLC
INCREASED202+18+900%$181$1.5K+$1.4K2026-10-14
Rossby Financial, LCC
INCREASED191+18+1800%$91$1.5K+$1.4K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED141400%$1.3K$1.1K-$1892026-10-16
Bay Harbor Wealth Management, LLC
INCREASED1311+2+18%$998$1.0K+$62026-11-03
Burk Holdings LLC
NEW12—+12——$927—2026-11-05
Manchester Capital Management LLC
INCREASED108+2+25%$726$773+$472026-10-22
Signature Equity Partners, LLC
UNCHANGED101000%$907$772-$1352026-10-29
Private Wealth Management Group, LLC
UNCHANGED101000%$908$773-$1352026-10-19
Private Trust Co NA
NEW9—+9——$695—2026-10-20
Clearstead Advisors, LLC
DECREASED931-22-71%$2.8K$695-$2.1K2026-11-06
Planning Strategies Inc.
INCREASED74+3+75%$363$541+$1782026-10-02
Bell Investment Advisors, Inc
UNCHANGED7700%$636$541-$952026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED614-8-57%$1.3K$463-$8072026-10-05
Thompson Investment Management, Inc.
UNCHANGED6600%$544$463-$812026-10-14
Provenance Wealth Advisors, LLC
NEW5—+5——$386—2026-10-30
Caitong International Asset Management Co., Ltd
DECREASED5896-891-99%$81.3K$386-$80.9K2026-10-29
Meriwether Wealth & Planning, LLC
NEW4—+4——$309—2026-10-13
CoreCap Advisors, LLC
DECREASED221-19-90%$1.9K$154-$1.8K2026-10-08
DecisionPoint Financial, LLC
UNCHANGED2200%$179$155-$242026-10-27
Zions Bancorporation, National Association
NEW1—+1——$77—2026-11-06
Davis Capital Management
NEW1—+1——$77—2026-10-08
Maseco LLP
NEW1—+1——$77—2026-10-27
Signature Resources Capital Management, LLC
NEW1—+1——$77—2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED1100%$91$78-$132026-10-15
Alps Advisors Inc
CLOSED076,859-76,859-100%$7.0M$0-$7.0M2026-11-03
SG Capital Management LLC
CLOSED027,040-27,040-100%$2.5M$0-$2.5M2026-11-06
Wesbanco Bank Inc
CLOSED05,443-5,443-100%$493.9K$0-$493.9K2026-11-04
Ausbil Investment Management Ltd
CLOSED04,776-4,776-100%$425.8K$0-$425.8K2026-10-08
Highland Capital Management, LLC
CLOSED03,843-3,843-100%$348.7K$0-$348.7K2026-10-26
Commonwealth Equity Services, LLC
CLOSED03,003-3,003-100%$272.5K$0-$272.5K2026-11-02
Personal CFO Solutions, LLC
CLOSED02,540-2,540-100%$230.5K$0-$230.5K2026-11-06
Evergreen Capital Management LLC
CLOSED02,379-2,379-100%$215.9K$0-$215.9K2026-10-23
Apollon Wealth Management, LLC
CLOSED02,325-2,325-100%$211.0K$0-$211.0K2026-10-23
Well Done, LLC
CLOSED02,240-2,240-100%$203.3K$0-$203.3K2026-10-20
Profund Advisors LLC
CLOSED02,229-2,229-100%$202.3K$0-$202.3K2026-10-29
IAG Wealth Partners, LLC
CLOSED0300-300-100%$27.2K$0-$27.2K2026-11-06
Centerpoint Advisors, LLC
CLOSED0209-209-100%$19.0K$0-$19.0K2026-11-05
Cornerstone Planning Group LLC
CLOSED0160-160-100%$13.8K$0-$13.8K2026-10-16
Founders Capital Management
CLOSED0150-150-100%$13.6K$0-$13.6K2026-10-13
Clearstead Trust, LLC
CLOSED018-18-100%$1.6K$0-$1.6K2026-11-06
James T. Borello RIA
CLOSED014-14-100%$1.3K$0-$1.3K2026-10-16
Avion Wealth
CLOSED06-6-100%$0$0$02026-11-04
Plante Moran Financial Advisors, LLC
CLOSED03-3-100%$272$0-$2722026-11-04
GHP Investment Advisors, Inc.
CLOSED01-1-100%$91$0-$912026-10-15
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Hughes Financial Services, LLC
CLOSED01-1-100%$91$0-$912026-10-30
Raleigh Capital Management Inc.
CLOSED000—$9$0-$92026-10-28
Valued Wealth Advisors LLC
UNCHANGED000—$3$3$02026-11-05
BlackRock, Inc.
N/A—7,582,797-7,582,797-100%$688.1M———
Vanguard Portfolio Management LLC
N/A—3,341,840-3,341,840-100%$303.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,989,380-2,989,380-100%$271.3M———
Vanguard Capital Management LLC
N/A—2,540,879-2,540,879-100%$230.6M———
State Street Corp
N/A—2,191,851-2,191,851-100%$198.9M———
Boston Partners
N/A—1,831,941-1,831,941-100%$166.2M———
FMR LLC
N/A—1,505,294-1,505,294-100%$136.6M———
Northern Trust Corp
N/A—1,121,718-1,121,718-100%$101.8M———
River Road Asset Management, LLC
N/A—889,187-889,187-100%$80.7M———
Royce & Associates LP
N/A—823,589-823,589-100%$74.7M———
Charles Schwab Investment Management Inc
N/A—795,640-795,640-100%$72.2M———
Gendell Jeffrey L
N/A—751,340-751,340-100%$68.2M———
T. Rowe Price Investment Management, Inc.
N/A—699,924-699,924-100%$63.5M———
Franklin Resources Inc
N/A—691,735-691,735-100%$62.8M———
Norges Bank
N/A—639,521-639,521-100%$58.0M———
Morgan Stanley
N/A—599,460-599,460-100%$54.4M———
Goldman Sachs Group Inc
N/A—548,554-548,554-100%$49.8M———
Wells Fargo & Company
N/A—457,779-457,779-100%$41.5M———
Ameriprise Financial Inc
N/A—446,926-446,926-100%$40.6M———
AQR Capital Management LLC
N/A—442,597-442,597-100%$40.2M———
Vanguard Fiduciary Trust Co
N/A—374,588-374,588-100%$34.0M———
Raymond James Financial Inc
N/A—355,449-355,449-100%$32.3M———
UBS Group AG
N/A—340,564-340,564-100%$30.9M———
D. E. Shaw & Co., Inc.
N/A—297,886-297,886-100%$27.0M———
JPMorgan Chase & Co
N/A—297,540-297,540-100%$27.4M———
Bank of America Corp
N/A—281,345-281,345-100%$25.5M———
Two Sigma Investments, LP
N/A—258,326-258,326-100%$23.4M———
Victory Capital Management Inc
N/A—246,674-246,674-100%$22.4M———
SEI Investments Co
N/A—232,613-232,613-100%$21.1M———
Qube Research & Technologies Ltd
N/A—215,537-215,537-100%$19.6M———
GW&K Investment Management, LLC
N/A—204,749-204,749-100%$18.6M———
Rhumbline Advisers
N/A—196,394-196,394-100%$17.8M———
Kennedy Capital Management LLC
N/A—196,094-196,094-100%$17.8M———
Hotchkis & Wiley Capital Management LLC
N/A—168,562-168,562-100%$15.3M———
Invesco Ltd.
N/A—159,878-159,878-100%$14.5M———
Nuveen, LLC
N/A—135,335-135,335-100%$12.3M———
Price T Rowe Associates Inc
N/A—122,256-122,256-100%$11.1M———
Envestnet Asset Management Inc
N/A—121,751-121,751-100%$11.0M———
Allianz Asset Management GmbH
N/A—118,087-118,087-100%$10.7M———
New York State Common Retirement Fund
N/A—116,533-116,533-100%$10.6M———
Swiss National Bank
N/A—113,950-113,950-100%$10.3M———
Alliancebernstein L.P.
N/A—110,935-110,935-100%$10.2M———
California Public Employees Retirement System
N/A—110,726-110,726-100%$10.0M———
Citadel Advisors LLC
N/A—105,786-105,786-100%$9.6M———
Public Sector Pension Investment Board
N/A—98,839-98,839-100%$9.0M———
UBS Asset Management Americas LLC
N/A—95,451-95,451-100%$8.7M———
Nordea Investment Management AB
N/A—91,272-91,272-100%$8.3M———
Balyasny Asset Management L.P.
N/A—84,622-84,622-100%$7.7M———
Legal & General Group Plc
N/A—84,113-84,113-100%$7.6M———
American Century Companies Inc
N/A—83,492-83,492-100%$7.6M———
BNP Paribas Financial Markets
N/A—83,001-83,001-100%$7.5M———
Squarepoint Ops LLC
N/A—82,360-82,360-100%$7.5M———
Teacher Retirement System of Texas
N/A—80,574-80,574-100%$7.3M———
ExodusPoint Capital Management, LP
N/A—74,882-74,882-100%$6.8M———
First Trust Advisors LP
N/A—73,685-73,685-100%$6.7M———
Capital Fund Management S.A.
N/A—70,628-70,628-100%$6.4M———
California State Teachers Retirement System
N/A—65,381-65,381-100%$5.9M———
Renaissance Technologies LLC
N/A—60,500-60,500-100%$5.5M———
MetLife Investment Management, LLC
N/A—59,618-59,618-100%$5.4M———
Holocene Advisors, LP
N/A—59,030-59,030-100%$5.4M———
Royal Bank of Canada
N/A—57,864-57,864-100%$5.3M———
Prudential Financial Inc
N/A—54,986-54,986-100%$5.0M———
Vanguard Asset Management, Ltd
N/A—54,729-54,729-100%$5.0M———
Rafferty Asset Management, LLC
N/A—54,324-54,324-100%$4.9M———
Manufacturers Life Insurance Company, the
N/A—52,836-52,836-100%$4.8M———
Quantinno Capital Management LP
N/A—51,886-51,886-100%$4.7M———
Focus Partners Wealth
N/A—46,038-46,038-100%$4.2M———
Stifel Financial Corp
N/A—43,911-43,911-100%$4.0M———
Denali Advisors LLC
N/A—41,878-41,878-100%$3.8M———
Man Group plc
N/A—41,277-41,277-100%$3.7M———
Segall Bryant & Hamill, LLC
N/A—40,344-40,344-100%$3.7M———
Callan Family Office, LLC
N/A—40,056-40,056-100%$3.6M———
Mercer Global Advisors Inc
N/A—35,437-35,437-100%$3.2M———
Vanguard Global Advisers, LLC
N/A—34,735-34,735-100%$3.2M———
Canada Life Assurance Co
N/A—34,300-34,300-100%$3.1M———
Johnson Investment Counsel Inc
N/A—34,035-34,035-100%$3.1M———
O'shaughnessy Asset Management, LLC
N/A—32,294-32,294-100%$2.9M———
Freestone Grove Partners LP
N/A—26,923-26,923-100%$2.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—26,280-26,280-100%$2.4M———
Jupiter Topco LLC
N/A—26,270-26,270-100%$2.4M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—26,001-26,001-100%$2.4M———
Bridgewater Associates, LP
N/A—24,095-24,095-100%$2.2M———
Susquehanna International Group, LLP
N/A—22,240-22,240-100%$2.0M———
&partners
N/A—21,846-21,846-100%$2.0M———
NewEdge Wealth, LLC
N/A—21,149-21,149-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—21,004-21,004-100%$1.9M———
Huntington National Bank
N/A—20,751-20,751-100%$1.9M———
State of Tennessee, Department of Treasury
N/A—20,343-20,343-100%$1.8M———
Gotham Asset Management, LLC
N/A—20,115-20,115-100%$1.8M———
Teachers Retirement System of the State of Kentucky
N/A—18,653-18,653-100%$1.7M———
XTX Topco Ltd
N/A—18,597-18,597-100%$1.7M———
RBF Capital, LLC
N/A—18,096-18,096-100%$1.6M———
Police & Firemen's Retirement System of New Jersey
N/A—16,904-16,904-100%$1.5M———
KLP Kapitalforvaltning AS
N/A—16,300-16,300-100%$1.5M———
Massachusetts Financial Services Co
N/A—15,885-15,885-100%$1.4M———
Ameritas Investment Partners, Inc.
N/A—15,595-15,595-100%$1.4M———
State Board of Administration of Florida Retirement System
N/A—15,240-15,240-100%$1.4M———
SG Americas Securities, LLC
N/A—15,170-15,170-100%$1.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—15,111-15,111-100%$1.4M———
Ironwood Investment Management LLC
N/A—14,724-14,724-100%$1.3M———
Verition Fund Management LLC
N/A—14,689-14,689-100%$1.3M———
Vanguard Investments Australia, Ltd.
N/A—14,550-14,550-100%$1.3M———
Handelsbanken Fonder AB
N/A—14,095-14,095-100%$1.3K———
Occudo Quantitative Strategies LP
N/A—13,590-13,590-100%$1.2M———
South Dakota Investment Council
N/A—12,875-12,875-100%$1.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—12,705-12,705-100%$1.2M———
Hantz Financial Services, Inc.
N/A—11,879-11,879-100%$1.1M———
SummitTX Capital, L.P.
N/A—11,763-11,763-100%$1.1M———
Blair William & Co
N/A—11,279-11,279-100%$1.0M———
QRG Capital Management, Inc.
N/A—11,005-11,005-100%$998.6K———
Voya Investment Management LLC
N/A—10,683-10,683-100%$969.4K———
Intech Investment Management LLC
N/A—10,652-10,652-100%$966.6K———
Steward Partners Investment Advisory, LLC
N/A—10,532-10,532-100%$955.6K———
Neuberger Berman Group LLC
N/A—10,433-10,433-100%$946.7K———
IFG Advisory, LLC
N/A—10,337-10,337-100%$938.0K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—9,744-9,744-100%$884.2K———
Caxton Associates LLP
N/A—9,516-9,516-100%$863.5K———
Aquatic Capital Management LLC
N/A—9,402-9,402-100%$853.1K———
Cambient Family Office, LLC
N/A—9,258-9,258-100%$840.1K———
Empowered Funds, LLC
N/A—9,006-9,006-100%$817.2K———
OneDigital Investment Advisors LLC
N/A—8,590-8,590-100%$779.5K———
Pacer Advisors, Inc.
N/A—8,527-8,527-100%$774.0K———
State of Wisconsin Investment Board
N/A—7,604-7,604-100%$690.0K———
Millennium Management LLC
N/A—7,596-7,596-100%$689.3K———
Schonfeld Strategic Advisors LLC
N/A—7,191-7,191-100%$652.5K———
M&T Bank Corp
N/A—7,179-7,179-100%$651.9K———
Atom Investors LP
N/A—6,884-6,884-100%$624.7K———
Pinnacle Financial Partners, Inc.
N/A—6,769-6,769-100%$614.2K———
Federated Hermes, Inc.
N/A—6,750-6,750-100%$612.5K———
Van Eck Associates Corp
N/A—6,626-6,626-100%$601.2K———
Pathstone Holdings, LLC
N/A—6,423-6,423-100%$582.8K———
Public Employees Retirement Association of Colorado
N/A—6,242-6,242-100%$566.0K———
NewEdge Advisors, LLC
N/A—6,204-6,204-100%$563.0K———
Sequoia Financial Advisors, LLC
N/A—6,076-6,076-100%$551.3K———
Cetera Investment Advisers
N/A—6,018-6,018-100%$546.1K———
Legato Capital Management LLC
N/A—5,596-5,596-100%$507.8K———
Jump Financial, LLC
N/A—5,299-5,299-100%$480.8K———
Guggenheim Capital LLC
N/A—5,245-5,245-100%$475.9K———
Vanguard Personalized Indexing Management, LLC
N/A—5,235-5,235-100%$475.0K———
Tower Research Capital LLC (TRC)
N/A—4,920-4,920-100%$446.4K———
Delta Asset Management LLC
N/A—4,758-4,758-100%$431.7K———
Mitsubishi UFJ Trust & Banking Corp
N/A—4,513-4,513-100%$409.5K———
Bank of Montreal
N/A—4,356-4,356-100%$395.3K———
Captrust Financial Advisors
N/A—4,235-4,235-100%$384.3K———
Cerity Partners LLC
N/A—4,201-4,201-100%$381.3K———
CIBC Bancorp USA Inc.
N/A—4,171-4,171-100%$378.5K———
Bearing Point Capital, LLC
N/A—4,050-4,050-100%$367.5K———
Caisse de Depot ET Placement DU Quebec
N/A—3,991-3,991-100%$362.1K———
Allstate Corp
N/A—3,947-3,947-100%$358.2K———
DnB Asset Management AS
N/A—3,847-3,847-100%$349.1K———
Vestcor Inc
N/A—3,808-3,808-100%$346.0K———
Arkadios Wealth Advisors
N/A—3,758-3,758-100%$341.0K———
Bessemer Group Inc
N/A—3,662-3,662-100%$318.0K———
MML Investors Services, LLC
N/A—3,640-3,640-100%$330.3K———
MAI Capital Management
N/A—3,445-3,445-100%$312.6K———
Rockefeller Capital Management L.P.
N/A—3,434-3,434-100%$311.6K———
Two Sigma Securities, LLC
N/A—3,370-3,370-100%$305.8K———
Jones Financial Companies Lllp
N/A—3,253-3,253-100%$300.0K———
World Investment Advisors
N/A—3,171-3,171-100%$292.1K———
Commerce Bank
N/A—3,163-3,163-100%$287.0K———
Jane Street Group, LLC
N/A—3,025-3,025-100%$274.5K———
IQ EQ Fund Management (Ireland) Ltd
N/A—3,023-3,023-100%$274.3K———
Sanctuary Advisors, LLC
N/A—2,998-2,998-100%$272.1K———
Snowden Capital Advisors LLC
N/A—2,612-2,612-100%$237.0K———
Vident Advisory, LLC
N/A—2,556-2,556-100%$231.9K———
Evolve Private Wealth, LLC
N/A—2,541-2,541-100%$230.5K———
ClearAlpha Technologies LP
N/A—2,532-2,532-100%$229.8K———
Oxford Asset Management LLP
N/A—2,508-2,508-100%$227.6K———
Capstone Investment Advisors, LLC
N/A—2,505-2,505-100%$227.3K———
Corient IA LP
N/A—2,420-2,420-100%$219.6K———
Integrated Wealth Concepts LLC
N/A—2,367-2,367-100%$214.8K———
SCS Capital Management LLC
N/A—2,345-2,345-100%$212.8K———
United Capital Financial Advisors, LLC
N/A—2,276-2,276-100%$206.5K———
Storgate, LLC
N/A—2,260-2,260-100%$205.1K———
Ensign Peak Advisors, Inc
N/A—2,244-2,244-100%$203.6K———
Osaic Holdings, Inc.
N/A—2,175-2,175-100%$197.4K———
Meeder Asset Management Inc
N/A—1,723-1,723-100%$156.3K———
Horizon Investments, LLC
N/A—1,460-1,460-100%$132.5K———
Global Retirement Partners, LLC
N/A—1,130-1,130-100%$102.5K———
Arax Advisory Partners
N/A—1,114-1,114-100%$101.0K———
Nomura Asset Management Co LTD
N/A—710-710-100%$64.4K———
Ameritas Advisory Services, LLC
N/A—656-656-100%$59.5K———
BNP Paribas Asset Management Holding S.A.
N/A—594-594-100%$53.9K———
USA Financial Formulas
N/A—519-519-100%$47.1K———
Smartleaf Asset Management LLC
N/A—512-512-100%$46.8K———
Picton Mahoney Asset Management
N/A—464-464-100%$42.1K———
Optiver Holding B.V.
N/A—425-425-100%$38.6K———
Kemnay Advisory Services Inc.
N/A—381-381-100%$34.6K———
Harbour Investments, Inc.
N/A—300-300-100%$27.2K———
Park Place Capital Corp
N/A—206-206-100%$18.7K———
Boreal Capital Management LLC
N/A—105-105-100%$9.5K———
LRI Investments, LLC
N/A—100-100-100%$9.1K———
CVA Family Office, LLC
N/A—89-89-100%$8.1K———
Loomis Sayles & Co L P
N/A—75-75-100%$6.8K———
Transamerica Financial Advisors, LLC
N/A—69-69-100%$6.3K———
Kilter Group LLC
N/A—67-67-100%$6.1K———
Synergy Investment Management, LLC
N/A—58-58-100%$5.1K———
Colonial Trust Co / SC
N/A—50-50-100%$4.6K———
Basepoint Wealth LLC
N/A—48-48-100%$4.3K———
Frazier Financial Advisors, LLC
N/A—48-48-100%$4.4K———
Ameriflex Group, Inc.
N/A—45-45-100%$4.1K———
Fiduciary Financial Advisors
N/A—43-43-100%$3.7K———
Cbiz Investment Advisory Services, LLC
N/A—41-41-100%$3.8K———
JPL Wealth Management, LLC
N/A—37-37-100%$3.4K———
Strategic Wealth Partners, Ltd.
N/A—36-36-100%$3.3K———
Basecamp Wealth Advisors LLC
N/A—34-34-100%$3.1K———
Northwestern Mutual Wealth Management Co
N/A—31-31-100%$2.8K———
Rothschild Investment LLC
N/A—31-31-100%$2.8K———
Quarry LP
N/A—27-27-100%$2.5K———
Manning & Napier Advisors LLC
N/A—19-19-100%$1.7K———
SHP Wealth Management
N/A—18-18-100%$1.6K———
Keating Financial Advisory Services, Inc.
N/A—18-18-100%$1.6K———
Rialto Wealth Management, LLC
N/A—11-11-100%$999———
HFM Investment Advisors, LLC
N/A—9-9-100%$817———
Bogart Wealth, LLC
N/A—9-9-100%$817———
MidFirst Bank
N/A—8-8-100%$726———
Sachetta, LLC
N/A—8-8-100%$726———
Quent Capital, LLC
N/A—6-6-100%$544———
Godfrey Financial Associates, Inc.
N/A—6-6-100%$544———
Dunhill Financial, LLC
N/A—1-1-100%$110———
Raffa Wealth Management, LLC
N/A—1-1-100%$91———
Erste Asset Management GmbH
N/A—00—$0———
Showing 410 of 410 institutions