Usana Health Sciences Inc (USNA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Pzena Investment Management LLC

DECREASED

Shares1,113,983 from 1,205,587

Change-91,604 (-8%)

Value$16.1M (-$9.6M)

Filed 2026-10-30

Dimensional Fund Advisors LP

DECREASED

Shares819,844 from 837,426

Change-17,582 (-2%)

Value$11.9M (-$6.0M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares222,828 from 283,165

Change-60,337 (-21%)

Value$3.2M (-$2.8M)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares112,326 from 36,400

Change+75,926 (+209%)

Value$1.6M (+$848.2K)

Filed 2026-11-06

Strs Ohio

INCREASED

Shares58,500 from 33,900

Change+24,600 (+73%)

Value$846.5K (+$122.7K)

Filed 2026-10-30

Bank of New York Mellon Corp

INCREASED

Shares53,382 from 51,734

Change+1,648 (+3%)

Value$772.4K (-$332.1K)

Filed 2026-11-05

Deutsche Bank Ag\

INCREASED

Shares42,842 from 38,500

Change+4,342 (+11%)

Value$619.9K (-$202.1K)

Filed 2026-11-06

Assenagon Asset Management S.A.

UNCHANGED

Shares38,213 from 38,213

Change0 (0%)

Value$552.9K (-$262.9K)

Filed 2026-10-15

Citigroup Inc

INCREASED

Shares32,877 from 16,698

Change+16,179 (+97%)

Value$475.7K (+$119.2K)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares21,353 from 18,576

Change+2,777 (+15%)

Value$309.0K (-$87.6K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

INCREASED

Shares19,211 from 14,098

Change+5,113 (+36%)

Value$278.0K (-$23.0K)

Filed 2026-10-28

Unison Advisors LLC

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$260.5K (-$123.8K)

Filed 2026-10-29

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares15,157 from 13,975

Change+1,182 (+8%)

Value$219.3K (-$79.0K)

Filed 2026-10-16

State of Alaska, Department of Revenue

INCREASED

Shares11,950 from 6,666

Change+5,284 (+79%)

Value$172 (-$126.8K)

Filed 2026-10-15

LSV Asset Management

UNCHANGED

Shares7,600 from 7,600

Change0 (0%)

Value$110 (-$161.9K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares5,982 from 287

Change+5,695 (+1984%)

Value$86.6K (+$80.4K)

Filed 2026-11-06

Parallel Advisors, LLC

INCREASED

Shares3,875 from 3,317

Change+558 (+17%)

Value$56.1K (-$14.7K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares2,763 from 350

Change+2,413 (+689%)

Value$40.0K (+$32.5K)

Filed 2026-10-08

Versant Capital Management, Inc

DECREASED

Shares1,313 from 1,588

Change-275 (-17%)

Value$19.0K (-$14.9K)

Filed 2026-10-02

Farther Finance Advisors, LLC

DECREASED

Shares792 from 1,964

Change-1,172 (-60%)

Value$11.5K (-$30.4K)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares657 from 657

Change0 (0%)

Value$14.0K ($0)

Filed 2026-11-06

Capital Advisors, Ltd. LLC

INCREASED

Shares410 from 181

Change+229 (+127%)

Value$6 (+$2)

Filed 2026-10-27

Harbor Capital Advisors, Inc.

DECREASED

Shares367 from 387

Change-20 (-5%)

Value$5 (-$3)

Filed 2026-10-22

Fortitude Family Office, LLC

NEW

Shares361

Change+361

Value$5.2K

Filed 2026-10-14

Zions Bancorporation, National Association

NEW

Shares346

Change+346

Value$3.5K

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares277 from 1,515

Change-1,238 (-82%)

Value$4.0K (-$28.3K)

Filed 2026-11-04

Sterling Capital Management LLC

DECREASED

Shares221 from 225

Change-4 (-2%)

Value$3.2K (-$1.6K)

Filed 2026-10-22

TD Waterhouse Canada Inc.

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$3.2K (-$1.6K)

Filed 2026-10-16

Key FInancial Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.9K (-$1.4K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares156 from 158

Change-2 (-1%)

Value$2.3K (-$1.1K)

Filed 2026-11-05

Private Wealth Management Group, LLC

NEW

Shares151

Change+151

Value$2.2K

Filed 2026-10-19

Bare Financial Services, Inc

INCREASED

Shares151 from 29

Change+122 (+421%)

Value$2.2K (+$1.6K)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

NEW

Shares112

Change+112

Value$1.6K

Filed 2026-10-05

TD Private Client Wealth LLC

NEW

Shares92

Change+92

Value$1.3K

Filed 2026-10-28

SJS Investment Consulting Inc.

INCREASED

Shares51 from 27

Change+24 (+89%)

Value$738 (+$161)

Filed 2026-10-26

Parkside Financial Bank & Trust

NEW

Shares36

Change+36

Value$521

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares34 from 48

Change-14 (-29%)

Value$1 ($0)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares23

Change+23

Value$333

Filed 2026-10-21

Ascentis Wealth Management, LLC

NEW

Shares23

Change+23

Value$332

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

NEW

Shares21

Change+21

Value$304

Filed 2026-10-29

SBI Securities Co., Ltd.

NEW

Shares4

Change+4

Value$58

Filed 2026-10-22

Essential Partners LLC

DECREASED

Shares4 from 63

Change-59 (-94%)

Value$58 (-$1.3K)

Filed 2026-10-14

Creative Planning

CLOSED

Shares0 from 417,971

Change-417,971 (-100%)

Value$0 (-$8.9M)

Filed 2026-11-02

Inspire Investing, LLC

CLOSED

Shares0 from 32,181

Change-32,181 (-100%)

Value$0 (-$687.1K)

Filed 2026-10-22

Park Capital Management, LLC / WI

CLOSED

Shares0 from 16,166

Change-16,166 (-100%)

Value$0 (-$345.1K)

Filed 2026-10-13

State of Wyoming

CLOSED

Shares0 from 11,346

Change-11,346 (-100%)

Value$0 (-$242.2K)

Filed 2026-10-28

Anchyra Partners LLC

CLOSED

Shares0 from 10,784

Change-10,784 (-100%)

Value$0 (-$230.2K)

Filed 2026-10-13

Signaturefd, LLC

CLOSED

Shares0 from 4,749

Change-4,749 (-100%)

Value$0 (-$101.4K)

Filed 2026-10-23

Simplex Trading, LLC

CLOSED

Shares0 from 524

Change-524 (-100%)

Value$0 (-$11.2K)

Filed 2026-11-04

Clearstead Advisors, LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$620)

Filed 2026-11-06

Avion Wealth

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 ($0)

Filed 2026-11-04

US Bancorp \de\

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$576)

Filed 2026-11-05

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$406)

Filed 2026-10-07

True Wealth Design, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$235)

Filed 2026-10-13

BlackRock, Inc.

N/A

Shares— from 1,554,189

Change-1,554,189 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 958,520

Change-958,520 (-100%)

Value—

Nantahala Capital Management, LLC

N/A

Shares— from 810,074

Change-810,074 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 487,370

Change-487,370 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 408,086

Change-408,086 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 363,377

Change-363,377 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 272,208

Change-272,208 (-100%)

Value—

State Street Corp

N/A

Shares— from 261,240

Change-261,240 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 239,477

Change-239,477 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 187,348

Change-187,348 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 180,567

Change-180,567 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 165,514

Change-165,514 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 164,363

Change-164,363 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 156,835

Change-156,835 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 147,656

Change-147,656 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 142,399

Change-142,399 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 138,153

Change-138,153 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 131,758

Change-131,758 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 123,267

Change-123,267 (-100%)

Value—

UBS Group AG

N/A

Shares— from 115,886

Change-115,886 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 97,311

Change-97,311 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 94,467

Change-94,467 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 72,735

Change-72,735 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 72,578

Change-72,578 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 70,940

Change-70,940 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 70,253

Change-70,253 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 50,223

Change-50,223 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 45,318

Change-45,318 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 41,407

Change-41,407 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 31,960

Change-31,960 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 31,418

Change-31,418 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 30,047

Change-30,047 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 29,289

Change-29,289 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 26,961

Change-26,961 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 26,732

Change-26,732 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 26,068

Change-26,068 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 23,284

Change-23,284 (-100%)

Value—

Man Group plc

N/A

Shares— from 22,944

Change-22,944 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 21,600

Change-21,600 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 20,470

Change-20,470 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 18,606

Change-18,606 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 17,996

Change-17,996 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 17,896

Change-17,896 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 17,600

Change-17,600 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 17,182

Change-17,182 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 16,017

Change-16,017 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 15,816

Change-15,816 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 14,914

Change-14,914 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 14,510

Change-14,510 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 14,507

Change-14,507 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 14,473

Change-14,473 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 14,063

Change-14,063 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,714

Change-13,714 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 12,326

Change-12,326 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 12,187

Change-12,187 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 11,702

Change-11,702 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,423

Change-11,423 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 10,772

Change-10,772 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 10,616

Change-10,616 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,383

Change-10,383 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,302

Change-10,302 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,828

Change-5,828 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,819

Change-5,819 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,546

Change-5,546 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,420

Change-5,420 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 5,149

Change-5,149 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 3,796

Change-3,796 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,463

Change-3,463 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,901

Change-1,901 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,896

Change-1,896 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,611

Change-1,611 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,140

Change-1,140 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,121

Change-1,121 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 982

Change-982 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 676

Change-676 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 609

Change-609 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 475

Change-475 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 281

Change-281 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 212

Change-212 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 152

Change-152 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 131

Change-131 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 119

Change-119 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 87

Change-87 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 76

Change-76 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Pzena Investment Management LLC	DECREASED	1,113,983	1,205,587	-91,604	-8%	$25.7M	$16.1M	-$9.6M	2026-10-30
Dimensional Fund Advisors LP	DECREASED	819,844	837,426	-17,582	-2%	$17.9M	$11.9M	-$6.0M	2026-11-04
Geode Capital Management, LLC	DECREASED	222,828	283,165	-60,337	-21%	$6.0M	$3.2M	-$2.8M	2026-11-06
Barclays PLC	INCREASED	112,326	36,400	+75,926	+209%	$777.1K	$1.6M	+$848.2K	2026-11-06
Strs Ohio	INCREASED	58,500	33,900	+24,600	+73%	$723.8K	$846.5K	+$122.7K	2026-10-30
Bank of New York Mellon Corp	INCREASED	53,382	51,734	+1,648	+3%	$1.1M	$772.4K	-$332.1K	2026-11-05
Deutsche Bank Ag\	INCREASED	42,842	38,500	+4,342	+11%	$822.0K	$619.9K	-$202.1K	2026-11-06
Assenagon Asset Management S.A.	UNCHANGED	38,213	38,213	0	0%	$815.8K	$552.9K	-$262.9K	2026-10-15
Citigroup Inc	INCREASED	32,877	16,698	+16,179	+97%	$356.5K	$475.7K	+$119.2K	2026-11-04
Russell Investments Group, Ltd.	INCREASED	21,353	18,576	+2,777	+15%	$396.6K	$309.0K	-$87.6K	2026-11-06
Exchange Traded Concepts, LLC	INCREASED	19,211	14,098	+5,113	+36%	$301.0K	$278.0K	-$23.0K	2026-10-28
Unison Advisors LLC	UNCHANGED	18,000	18,000	0	0%	$384.3K	$260.5K	-$123.8K	2026-10-29
Y-Intercept (Hong Kong) Ltd	INCREASED	15,157	13,975	+1,182	+8%	$298.4K	$219.3K	-$79.0K	2026-10-16
State of Alaska, Department of Revenue	INCREASED	11,950	6,666	+5,284	+79%	$127.0K	$172	-$126.8K	2026-10-15
LSV Asset Management	UNCHANGED	7,600	7,600	0	0%	$162.0K	$110	-$161.9K	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	5,982	287	+5,695	+1984%	$6.1K	$86.6K	+$80.4K	2026-11-06
Parallel Advisors, LLC	INCREASED	3,875	3,317	+558	+17%	$70.8K	$56.1K	-$14.7K	2026-11-03
Gamma Investing LLC	INCREASED	2,763	350	+2,413	+689%	$7.5K	$40.0K	+$32.5K	2026-10-08
Versant Capital Management, Inc	DECREASED	1,313	1,588	-275	-17%	$33.9K	$19.0K	-$14.9K	2026-10-02
Farther Finance Advisors, LLC	DECREASED	792	1,964	-1,172	-60%	$41.9K	$11.5K	-$30.4K	2026-10-08
Allworth Financial LP	UNCHANGED	657	657	0	0%	$14.0K	$14.0K	$0	2026-11-06
Capital Advisors, Ltd. LLC	INCREASED	410	181	+229	+127%	$4	$6	+$2	2026-10-27
Harbor Capital Advisors, Inc.	DECREASED	367	387	-20	-5%	$8	$5	-$3	2026-10-22
Fortitude Family Office, LLC	NEW	361	—	+361	—	—	$5.2K	—	2026-10-14
Zions Bancorporation, National Association	NEW	346	—	+346	—	—	$3.5K	—	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	277	1,515	-1,238	-82%	$32.3K	$4.0K	-$28.3K	2026-11-04
Sterling Capital Management LLC	DECREASED	221	225	-4	-2%	$4.8K	$3.2K	-$1.6K	2026-10-22
TD Waterhouse Canada Inc.	UNCHANGED	220	220	0	0%	$4.8K	$3.2K	-$1.6K	2026-10-16
Key FInancial Inc	UNCHANGED	200	200	0	0%	$4.3K	$2.9K	-$1.4K	2026-11-02
Fifth Third Bancorp	DECREASED	156	158	-2	-1%	$3.4K	$2.3K	-$1.1K	2026-11-05
Private Wealth Management Group, LLC	NEW	151	—	+151	—	—	$2.2K	—	2026-10-19
Bare Financial Services, Inc	INCREASED	151	29	+122	+421%	$619	$2.2K	+$1.6K	2026-11-04
MassMutual Private Wealth & Trust, FSB	NEW	112	—	+112	—	—	$1.6K	—	2026-10-05
TD Private Client Wealth LLC	NEW	92	—	+92	—	—	$1.3K	—	2026-10-28
SJS Investment Consulting Inc.	INCREASED	51	27	+24	+89%	$577	$738	+$161	2026-10-26
Parkside Financial Bank & Trust	NEW	36	—	+36	—	—	$521	—	2026-10-27
Covestor Ltd	DECREASED	34	48	-14	-29%	$1	$1	$0	2026-10-30
Root Financial Partners, LLC	NEW	23	—	+23	—	—	$333	—	2026-10-21
Ascentis Wealth Management, LLC	NEW	23	—	+23	—	—	$332	—	2026-11-03
Caitong International Asset Management Co., Ltd	NEW	21	—	+21	—	—	$304	—	2026-10-29
SBI Securities Co., Ltd.	NEW	4	—	+4	—	—	$58	—	2026-10-22
Essential Partners LLC	DECREASED	4	63	-59	-94%	$1.3K	$58	-$1.3K	2026-10-14
Creative Planning	CLOSED	0	417,971	-417,971	-100%	$8.9M	$0	-$8.9M	2026-11-02
Inspire Investing, LLC	CLOSED	0	32,181	-32,181	-100%	$687.1K	$0	-$687.1K	2026-10-22
Park Capital Management, LLC / WI	CLOSED	0	16,166	-16,166	-100%	$345.1K	$0	-$345.1K	2026-10-13
State of Wyoming	CLOSED	0	11,346	-11,346	-100%	$242.2K	$0	-$242.2K	2026-10-28
Anchyra Partners LLC	CLOSED	0	10,784	-10,784	-100%	$230.2K	$0	-$230.2K	2026-10-13
Signaturefd, LLC	CLOSED	0	4,749	-4,749	-100%	$101.4K	$0	-$101.4K	2026-10-23
Simplex Trading, LLC	CLOSED	0	524	-524	-100%	$11.2K	$0	-$11.2K	2026-11-04
Clearstead Advisors, LLC	CLOSED	0	29	-29	-100%	$620	$0	-$620	2026-11-06
Avion Wealth	CLOSED	0	28	-28	-100%	$0	$0	$0	2026-11-04
US Bancorp \de\	CLOSED	0	27	-27	-100%	$576	$0	-$576	2026-11-05
Wealth Enhancement Trust Services, Inc.	CLOSED	0	19	-19	-100%	$406	$0	-$406	2026-10-07
True Wealth Design, LLC	CLOSED	0	11	-11	-100%	$235	$0	-$235	2026-10-13
BlackRock, Inc.	N/A	—	1,554,189	-1,554,189	-100%	$33.2M	—	—	—
Renaissance Technologies LLC	N/A	—	958,520	-958,520	-100%	$20.5M	—	—	—
Nantahala Capital Management, LLC	N/A	—	810,074	-810,074	-100%	$17.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	487,370	-487,370	-100%	$10.4M	—	—	—
AQR Capital Management LLC	N/A	—	408,086	-408,086	-100%	$8.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	363,377	-363,377	-100%	$7.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	272,208	-272,208	-100%	$5.8M	—	—	—
State Street Corp	N/A	—	261,240	-261,240	-100%	$5.6M	—	—	—
Nuveen, LLC	N/A	—	239,477	-239,477	-100%	$5.1M	—	—	—
American Century Companies Inc	N/A	—	187,348	-187,348	-100%	$4.0M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	180,567	-180,567	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	165,514	-165,514	-100%	$3.5M	—	—	—
Morgan Stanley	N/A	—	164,363	-164,363	-100%	$3.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	156,835	-156,835	-100%	$3.3M	—	—	—
Acadian Asset Management LLC	N/A	—	147,656	-147,656	-100%	$3.1M	—	—	—
Allianz Asset Management GmbH	N/A	—	142,399	-142,399	-100%	$3.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	138,153	-138,153	-100%	$2.9M	—	—	—
Algert Global LLC	N/A	—	131,758	-131,758	-100%	$2.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	123,267	-123,267	-100%	$2.6M	—	—	—
UBS Group AG	N/A	—	115,886	-115,886	-100%	$2.5M	—	—	—
Lazard Asset Management LLC	N/A	—	97,311	-97,311	-100%	$2.1M	—	—	—
Northern Trust Corp	N/A	—	94,467	-94,467	-100%	$2.0M	—	—	—
Ameriprise Financial Inc	N/A	—	72,735	-72,735	-100%	$1.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	72,578	-72,578	-100%	$1.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	70,940	-70,940	-100%	$1.5M	—	—	—
Empowered Funds, LLC	N/A	—	70,253	-70,253	-100%	$1.5M	—	—	—
Quantinno Capital Management LP	N/A	—	50,223	-50,223	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	45,318	-45,318	-100%	$967.5K	—	—	—
Royce & Associates LP	N/A	—	41,407	-41,407	-100%	$884.0K	—	—	—
HSBC Holdings PLC	N/A	—	31,960	-31,960	-100%	$672.8K	—	—	—
Invesco Ltd.	N/A	—	31,418	-31,418	-100%	$670.8K	—	—	—
SEI Investments Co	N/A	—	30,047	-30,047	-100%	$641.5K	—	—	—
XTX Topco Ltd	N/A	—	29,289	-29,289	-100%	$625.3K	—	—	—
Citadel Advisors LLC	N/A	—	26,961	-26,961	-100%	$575.6K	—	—	—
Millennium Management LLC	N/A	—	26,732	-26,732	-100%	$570.7K	—	—	—
Verdad Advisers, LP	N/A	—	26,068	-26,068	-100%	$556.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	23,284	-23,284	-100%	$497.1K	—	—	—
Man Group plc	N/A	—	22,944	-22,944	-100%	$489.9K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	21,600	-21,600	-100%	$461.2K	—	—	—
Alliancebernstein L.P.	N/A	—	20,470	-20,470	-100%	$357.6K	—	—	—
Point72 Asset Management, L.P.	N/A	—	18,606	-18,606	-100%	$397.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	17,996	-17,996	-100%	$384.2K	—	—	—
Numerai GP LLC	N/A	—	17,896	-17,896	-100%	$382.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	17,600	-17,600	-100%	$375.8K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	17,182	-17,182	-100%	$366.8K	—	—	—
Magnetar Financial LLC	N/A	—	16,017	-16,017	-100%	$342.0K	—	—	—
Engineers Gate Manager LP	N/A	—	15,816	-15,816	-100%	$337.7K	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	14,914	-14,914	-100%	$318.4K	—	—	—
Rhumbline Advisers	N/A	—	14,510	-14,510	-100%	$309.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	14,507	-14,507	-100%	$309.7K	—	—	—
First Trust Advisors LP	N/A	—	14,473	-14,473	-100%	$309.0K	—	—	—
IEQ Capital, LLC	N/A	—	14,063	-14,063	-100%	$300.2K	—	—	—
Focus Partners Wealth	N/A	—	13,714	-13,714	-100%	$292.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	12,326	-12,326	-100%	$263.2K	—	—	—
Cerity Partners LLC	N/A	—	12,187	-12,187	-100%	$260.2K	—	—	—
GSA Capital Partners LLP	N/A	—	11,702	-11,702	-100%	$250.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,423	-11,423	-100%	$243.9K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	10,772	-10,772	-100%	$230.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	10,616	-10,616	-100%	$226.7K	—	—	—
Wells Fargo & Company	N/A	—	10,383	-10,383	-100%	$221.7K	—	—	—
Mariner, LLC	N/A	—	10,302	-10,302	-100%	$219.9K	—	—	—
FMR LLC	N/A	—	5,828	-5,828	-100%	$124.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,819	-5,819	-100%	$124.2K	—	—	—
JPMorgan Chase & Co	N/A	—	5,546	-5,546	-100%	$116.5K	—	—	—
Royal Bank of Canada	N/A	—	5,420	-5,420	-100%	$116.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	5,149	-5,149	-100%	$109.9K	—	—	—
New York State Common Retirement Fund	N/A	—	3,796	-3,796	-100%	$81.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,463	-3,463	-100%	$73.9K	—	—	—
Arax Advisory Partners	N/A	—	1,901	-1,901	-100%	$40.6K	—	—	—
National Bank of Canada	N/A	—	1,896	-1,896	-100%	$40.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,611	-1,611	-100%	$34.4K	—	—	—
LOM Asset Management Ltd	N/A	—	1,600	-1,600	-100%	$34.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,140	-1,140	-100%	$24.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,121	-1,121	-100%	$23.9K	—	—	—
Legal & General Group Plc	N/A	—	982	-982	-100%	$21.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	676	-676	-100%	$14.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	609	-609	-100%	$13.0K	—	—	—
Meeder Asset Management Inc	N/A	—	475	-475	-100%	$10.1K	—	—	—
Bellevue Asset Management, LLC	N/A	—	281	-281	-100%	$6.0K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	212	-212	-100%	$4.5K	—	—	—
WealthCollab, LLC	N/A	—	192	-192	-100%	$4.1K	—	—	—
Continuum Advisory, LLC	N/A	—	190	-190	-100%	$4.1K	—	—	—
California State Teachers Retirement System	N/A	—	152	-152	-100%	$3.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	131	-131	-100%	$2.8K	—	—	—
Rothschild Investment LLC	N/A	—	119	-119	-100%	$2.5K	—	—	—
Investors Portfolio Services LLC	N/A	—	117	-117	-100%	$2.5K	—	—	—
Providence Capital Advisors, LLC	N/A	—	109	-109	-100%	$2.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	87	-87	-100%	$1.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	76	-76	-100%	$1.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	42	-42	-100%	$897	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	3	-3	-100%	$64	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$21	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$22	—	—	—

Showing 147 of 147 institutions