Ubiquiti Inc (UI)

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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Bank of New York Mellon Corp

DECREASED

Shares56,069 from 56,337

Change-268 (0%)

Value$31.8M (+$1.7M)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares50,364 from 43,271

Change+7,093 (+16%)

Value$31.6M (+$8.2M)

Filed 2026-10-13

Citigroup Inc

DECREASED

Shares26,598 from 33,800

Change-7,202 (-21%)

Value$15.1M (-$3.0M)

Filed 2026-11-04

Salem Investment Counselors Inc

DECREASED

Shares18,228 from 18,628

Change-400 (-2%)

Value$10.3M (+$397.0K)

Filed 2026-10-13

Oppenheimer & Co Inc

DECREASED

Shares13,629 from 13,874

Change-245 (-2%)

Value$7.7M (+$325.7K)

Filed 2026-10-26

Mather Group, Llc.

INCREASED

Shares11,293 from 4,770

Change+6,523 (+137%)

Value$6.4M (+$3.9M)

Filed 2026-10-14

Assetmark, Inc

INCREASED

Shares7,506 from 6,855

Change+651 (+10%)

Value$4.3M (+$599.3K)

Filed 2026-10-21

Willis Investment Counsel

INCREASED

Shares7,275 from 6,989

Change+286 (+4%)

Value$4.1M (+$396.4K)

Filed 2026-10-20

Inspire Investing, LLC

DECREASED

Shares6,663 from 10,740

Change-4,077 (-38%)

Value$3.8M (-$2.0M)

Filed 2026-10-22

Bright Rock Capital Management, LLC

NEW

Shares6,000

Change+6,000

Value$3.4M

Filed 2026-10-05

Illinois Municipal Retirement Fund

DECREASED

Shares5,540 from 6,446

Change-906 (-14%)

Value$3.1M (-$298.2K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares4,988 from 3,971

Change+1,017 (+26%)

Value$2.8M (+$710.2K)

Filed 2026-11-02

Segment Wealth Management, LLC

INCREASED

Shares4,102 from 3,433

Change+669 (+19%)

Value$2.3M (+$494.7K)

Filed 2026-10-26

Vest Financial, LLC

DECREASED

Shares4,005 from 4,573

Change-568 (-12%)

Value$2.3M (-$169.2K)

Filed 2026-10-21

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares3,206 from 2,931

Change+275 (+9%)

Value$1.8M (+$254.3K)

Filed 2026-10-16

Dimensional Fund Advisors LP

INCREASED

Shares3,025 from 2,882

Change+143 (+5%)

Value$1.7M (+$177.7K)

Filed 2026-11-04

Diversify Advisory Services, LLC

DECREASED

Shares2,672 from 2,828

Change-156 (-6%)

Value$1.7M (+$125.3K)

Filed 2026-10-20

Diversify Wealth Management, LLC

DECREASED

Shares2,672 from 2,828

Change-156 (-6%)

Value$1.7M (+$125.3K)

Filed 2026-10-20

Milestone Asset Management, LLC

INCREASED

Shares2,283 from 1,276

Change+1,007 (+79%)

Value$1.3M (+$614.3K)

Filed 2026-10-15

Quadrant Capital Group LLC

INCREASED

Shares2,153 from 2,149

Change+4 (+0%)

Value$1.3M (+$187.7K)

Filed 2026-10-20

Daymark Wealth Partners, LLC

UNCHANGED

Shares2,099 from 2,099

Change0 (0%)

Value$1.2M (+$70.3K)

Filed 2026-11-04

Vise Technologies, Inc.

INCREASED

Shares1,972 from 1,469

Change+503 (+34%)

Value$1.1M (+$334.7K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

INCREASED

Shares1,961 from 1,735

Change+226 (+13%)

Value$1.1M (+$186.4K)

Filed 2026-11-02

Financial Perspectives, Inc

INCREASED

Shares1,884 from 1,409

Change+475 (+34%)

Value$1.1M (+$316.8K)

Filed 2026-11-03

CIBC Asset Management Inc

UNCHANGED

Shares1,870 from 1,870

Change0 (0%)

Value$1.1M (+$62.6K)

Filed 2026-11-05

Carnegie Investment Counsel

UNCHANGED

Shares1,668 from 1,668

Change0 (0%)

Value$946.6K (+$55.9K)

Filed 2026-10-20

Machina Capital S.A.S.

INCREASED

Shares1,657 from 897

Change+760 (+85%)

Value$940.4K (+$461.4K)

Filed 2026-11-05

Atlas Brown,Inc.

INCREASED

Shares1,585 from 1,385

Change+200 (+14%)

Value$899.5K (+$159.9K)

Filed 2026-10-09

Altfest L J & Co Inc

NEW

Shares1,471

Change+1,471

Value$835.0K

Filed 2026-10-27

US Bancorp \de\

DECREASED

Shares1,448 from 1,465

Change-17 (-1%)

Value$821.8K (+$39.4K)

Filed 2026-11-05

New York Life Investment Management LLC

INCREASED

Shares1,191 from 920

Change+271 (+29%)

Value$675.9K (+$184.6K)

Filed 2026-11-04

NorthCrest Asset Manangement, LLC

INCREASED

Shares1,181 from 809

Change+372 (+46%)

Value$758.0K (+$317.5K)

Filed 2026-10-13

Valeo Financial Advisors, LLC

INCREASED

Shares1,076 from 1,058

Change+18 (+2%)

Value$610.7K (+$45.7K)

Filed 2026-10-08

Burney Co/

UNCHANGED

Shares1,060 from 1,060

Change0 (0%)

Value$601.6K (+$35.5K)

Filed 2026-10-15

Parallel Advisors, LLC

INCREASED

Shares1,045 from 1,017

Change+28 (+3%)

Value$593.1K (+$50.0K)

Filed 2026-11-03

Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares1,027 from 1,247

Change-220 (-18%)

Value$582.9K (-$83.1K)

Filed 2026-10-29

Kestra Private Wealth Services, LLC

NEW

Shares990

Change+990

Value$561.9K

Filed 2026-10-30

PFG Advisors

UNCHANGED

Shares982 from 982

Change0 (0%)

Value$557.3K (+$32.9K)

Filed 2026-10-16

Motley Fool Asset Management LLC

DECREASED

Shares930 from 4,724

Change-3,794 (-80%)

Value$527.8K (-$2.0M)

Filed 2026-10-27

Choreo, LLC

INCREASED

Shares880 from 856

Change+24 (+3%)

Value$499.6K (+$42.3K)

Filed 2026-10-28

Wedmont Private Capital

INCREASED

Shares786 from 771

Change+15 (+2%)

Value$504.5K (+$79.6K)

Filed 2026-10-09

Exchange Traded Concepts, LLC

DECREASED

Shares751 from 1,090

Change-339 (-31%)

Value$426.2K (-$155.9K)

Filed 2026-10-28

Xponance LLC

INCREASED

Shares718 from 716

Change+2 (+0%)

Value$407.5K (+$25.1K)

Filed 2026-11-03

Monument Capital Management

DECREASED

Shares706 from 782

Change-76 (-10%)

Value$400.7K (-$16.9K)

Filed 2026-10-09

HB Wealth Management, LLC

INCREASED

Shares685 from 599

Change+86 (+14%)

Value$388.8K (+$68.9K)

Filed 2026-10-23

Baron Wealth Management LLC

DECREASED

Shares649 from 734

Change-85 (-12%)

Value$368.5K (-$23.6K)

Filed 2026-10-27

SP Asset Management LLC

UNCHANGED

Shares627 from 627

Change0 (0%)

Value$355.8K (+$21.0K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares577 from 442

Change+135 (+31%)

Value$327.5K (+$91.4K)

Filed 2026-10-16

Calamos Wealth Management LLC

NEW

Shares569

Change+569

Value$322.9K

Filed 2026-11-02

WBI Investments, LLC

NEW

Shares553

Change+553

Value$313.8K

Filed 2026-11-05

DekaBank Deutsche Girozentrale

NEW

Shares544

Change+544

Value$304

Filed 2026-10-27

CFC Planning Co LLC

NEW

Shares504

Change+504

Value$286.9K

Filed 2026-10-28

Greenleaf Trust

INCREASED

Shares504 from 483

Change+21 (+4%)

Value$286.0K (+$28.1K)

Filed 2026-10-29

bLong Financial, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$283.8K (+$16.8K)

Filed 2026-10-29

Elevation Point Wealth Partners, LLC

DECREASED

Shares482 from 483

Change-1 (0%)

Value$273.3K (+$15.6K)

Filed 2026-11-05

Chicago Partners Investment Group LLC

NEW

Shares480

Change+480

Value$282.0K

Filed 2026-10-27

Absher Wealth Management, LLC

UNCHANGED

Shares467 from 467

Change0 (0%)

Value$265.0K (+$15.6K)

Filed 2026-11-02

Tannin Capital LLC

NEW

Shares458

Change+458

Value$259.9K

Filed 2026-11-05

Applied Finance Capital Management, LLC

NEW

Shares453

Change+453

Value$257.1K

Filed 2026-11-03

Spinnaker Investment Group, LLC

NEW

Shares440

Change+440

Value$249.7K

Filed 2026-10-13

Clark Asset Management, LLC

NEW

Shares439

Change+439

Value$249.1K

Filed 2026-10-19

Horst & Graben Wealth Management LLC

UNCHANGED

Shares406 from 406

Change0 (0%)

Value$230.6K (+$13.0K)

Filed 2026-11-02

MW Advisory, LLC

NEW

Shares389

Change+389

Value$220.8K

Filed 2026-10-19

Fairman Group, LLC

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$212.8K (+$12.6K)

Filed 2026-10-26

Riversedge Advisors, LLC

DECREASED

Shares371 from 376

Change-5 (-1%)

Value$210.6K (+$9.8K)

Filed 2026-10-09

MacKenzie Financial Corp

DECREASED

Shares362 from 448

Change-86 (-19%)

Value$205.4K (-$33.8K)

Filed 2026-11-02

Anchor Capital Advisors LLC

NEW

Shares356

Change+356

Value$202.0K

Filed 2026-11-05

Turtle Creek Wealth Advisors, LLC

NEW

Shares356

Change+356

Value$202.0K

Filed 2026-10-15

Signaturefd, LLC

INCREASED

Shares338 from 292

Change+46 (+16%)

Value$191.8K (+$35.9K)

Filed 2026-10-23

American National Bank & Trust

DECREASED

Shares260 from 261

Change-1 (0%)

Value$147.6K (+$8.2K)

Filed 2026-10-07

Westside Investment Management, Inc.

DECREASED

Shares242 from 347

Change-105 (-30%)

Value$137.8K (-$47.6K)

Filed 2026-11-02

Wealth Enhancement Trust Services, Inc.

INCREASED

Shares232 from 22

Change+210 (+955%)

Value$131.7K (+$119.9K)

Filed 2026-10-07

Southern Michigan Bank & Trust

INCREASED

Shares197 from 165

Change+32 (+19%)

Value$111.8K (+$23.7K)

Filed 2026-10-19

Gamma Investing LLC

INCREASED

Shares183 from 168

Change+15 (+9%)

Value$103.9K (+$14.1K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares140 from 133

Change+7 (+5%)

Value$79.5K (+$8.4K)

Filed 2026-10-02

Fulcrum Asset Management LLP

NEW

Shares122

Change+122

Value$68.2K

Filed 2026-11-04

Jacobi Capital Management LLC

NEW

Shares119

Change+119

Value$67.5K

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares114 from 80

Change+34 (+43%)

Value$64.4K (+$21.7K)

Filed 2026-10-08

Main Street Group, LTD

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$56.8K (+$3.4K)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

INCREASED

Shares98 from 97

Change+1 (+1%)

Value$55.6K (+$3.8K)

Filed 2026-11-04

CX Institutional

NEW

Shares89

Change+89

Value$51

Filed 2026-10-02

Strs Ohio

DECREASED

Shares89 from 105

Change-16 (-15%)

Value$50.5K (-$5.6K)

Filed 2026-10-30

Capital Advisors, Ltd. LLC

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$45 (+$3)

Filed 2026-10-27

Private Wealth Management Group, LLC

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$35.2K (+$2.1K)

Filed 2026-10-19

Elyxium Wealth, LLC

NEW

Shares58

Change+58

Value$32.9K

Filed 2026-10-27

New England Capital Financial Advisors LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$31.9K (+$1.9K)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares53 from 52

Change+1 (+2%)

Value$30.3K (+$2.3K)

Filed 2026-11-05

Cullen T Bankers, Inc.

DECREASED

Shares50 from 113

Change-63 (-56%)

Value$28.4K (-$32.1K)

Filed 2026-10-28

TD Waterhouse Canada Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$30.4K (+$3.6K)

Filed 2026-10-16

Larson Financial Group LLC

DECREASED

Shares47 from 53

Change-6 (-11%)

Value$26.7K (-$1.7K)

Filed 2026-11-05

Fortitude Family Office, LLC

INCREASED

Shares44 from 21

Change+23 (+110%)

Value$25.0K (+$13.8K)

Filed 2026-10-14

Compass Financial Management LLC

DECREASED

Shares39 from 64

Change-25 (-39%)

Value$22.1K (-$12.8K)

Filed 2026-10-30

True Wealth Design, LLC

DECREASED

Shares39 from 40

Change-1 (-2%)

Value$22.1K (+$772)

Filed 2026-10-13

Essential Partners LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$22.1K (+$1.3K)

Filed 2026-10-14

Atwood & Palmer Inc

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$20.4K (+$1.2K)

Filed 2026-10-08

Rakuten Securities, Inc.

DECREASED

Shares34 from 35

Change-1 (-3%)

Value$19.3K (+$605)

Filed 2026-11-02

SJS Investment Consulting Inc.

INCREASED

Shares32 from 16

Change+16 (+100%)

Value$18.2K (+$9.6K)

Filed 2026-10-26

SBI Securities Co., Ltd.

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$17.6K (+$1.0K)

Filed 2026-10-22

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$14.3K (+$868)

Filed 2026-10-15

CoreCap Advisors, LLC

INCREASED

Shares22 from 10

Change+12 (+120%)

Value$12.5K (+$7.1K)

Filed 2026-10-08

Torren Management, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$11.9K (+$705)

Filed 2026-10-29

Salomon & Ludwin, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$9.1K (+$498)

Filed 2026-10-29

WPG Advisers, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$8.5K (+$508)

Filed 2026-10-27

Cedar Mountain Advisors, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$7.4K (+$436)

Filed 2026-10-15

Covestor Ltd

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$8 (-$7.0K)

Filed 2026-10-30

Parkside Financial Bank & Trust

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$6.8K (+$402)

Filed 2026-10-27

Abound Wealth Management

NEW

Shares10

Change+10

Value$5.7K

Filed 2026-10-26

Sterling Capital Management LLC

DECREASED

Shares10 from 28

Change-18 (-64%)

Value$5.7K (-$9.3K)

Filed 2026-10-22

Atlantic Edge Private Wealth Management, LLC

DECREASED

Shares10 from 13

Change-3 (-23%)

Value$5.7K (-$1.3K)

Filed 2026-10-20

Financial Management Professionals, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$5.7K (+$335)

Filed 2026-10-23

Owl Creek Wealth Partners LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$5.7K (+$335)

Filed 2026-10-20

Hughes Financial Services, LLC

INCREASED

Shares9 from 3

Change+6 (+200%)

Value$5.5K (+$3.9K)

Filed 2026-10-30

Bell Investment Advisors, Inc

INCREASED

Shares8 from 5

Change+3 (+60%)

Value$4.5K (+$1.9K)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$4.0K (+$235)

Filed 2026-10-05

Hager Investment Management Services, LLC

NEW

Shares6

Change+6

Value$3.4K

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$2.8K (+$168)

Filed 2026-10-27

Private Trust Co NA

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$2.3K (+$1.2K)

Filed 2026-10-20

Silver Grove Financial Group, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$2.3K (+$134)

Filed 2026-11-05

TFC Financial Management, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$2.3K (+$134)

Filed 2026-10-26

Clark Wealth Partners

NEW

Shares3

Change+3

Value$1.7K

Filed 2026-10-19

Elevation Wealth Partners, LLC

DECREASED

Shares3 from 19

Change-16 (-84%)

Value$1.7K (-$8.4K)

Filed 2026-10-07

JFS Wealth Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$1.7K (+$100)

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares2

Change+2

Value$1.1K

Filed 2026-10-19

Winthrop Capital Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$1.1K (+$1.1K)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$568

Filed 2026-10-30

Asset Dedication, LLC

NEW

Shares1

Change+1

Value$575

Filed 2026-11-03

Creative Financial Designs Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$568 (+$34)

Filed 2026-11-04

Hussman Strategic Advisors, Inc.

CLOSED

Shares0 from 9,450

Change-9,450 (-100%)

Value$0 (-$5.0M)

Filed 2026-11-02

Gateway Investment Advisers LLC

CLOSED

Shares0 from 1,915

Change-1,915 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-13

Oak Thistle LLC

CLOSED

Shares0 from 1,506

Change-1,506 (-100%)

Value$0 (-$804.3K)

Filed 2026-10-21

KBC Group NV

CLOSED

Shares0 from 1,436

Change-1,436 (-100%)

Value$0 (-$767.0K)

Filed 2026-10-22

North Dakota State Investment Board

CLOSED

Shares0 from 1,132

Change-1,132 (-100%)

Value$0 (-$604.5K)

Filed 2026-10-27

Burns Matteson Capital Management, LLC

CLOSED

Shares0 from 674

Change-674 (-100%)

Value$0 (-$359.9K)

Filed 2026-10-16

iA Global Asset Management Inc.

CLOSED

Shares0 from 359

Change-359 (-100%)

Value$0 (-$192.0K)

Filed 2026-10-29

Bayforest Capital Ltd

CLOSED

Shares0 from 242

Change-242 (-100%)

Value$0 (-$129.2K)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 66

Change-66 (-100%)

Value$0 (-$35.2K)

Filed 2026-10-29

Blue Trust, Inc.

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$15.5K)

Filed 2026-10-15

LifeSteps Financial, Inc.

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$8.0K)

Filed 2026-10-15

Highline Wealth Partners LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$534)

Filed 2026-10-19

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$534)

Filed 2026-10-15

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$534)

Filed 2026-10-20

Stone House Investment Management, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$534)

Filed 2026-10-23

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$535)

Filed 2026-10-20

Activest Wealth Management

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-15

Raleigh Capital Management Inc.

UNCHANGED

Shares0 from 0

Change0

Value$23 (+$1)

Filed 2026-10-28

BlackRock, Inc.

N/A

Shares— from 305,245

Change-305,245 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 198,344

Change-198,344 (-100%)

Value—

SW Investment Management LLC

N/A

Shares— from 140,000

Change-140,000 (-100%)

Value—

Capital World Investors

N/A

Shares— from 113,839

Change-113,839 (-100%)

Value—

State Street Corp

N/A

Shares— from 101,663

Change-101,663 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 91,450

Change-91,450 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 74,029

Change-74,029 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 69,500

Change-69,500 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 68,963

Change-68,963 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 67,472

Change-67,472 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 66,159

Change-66,159 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 65,008

Change-65,008 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 52,005

Change-52,005 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 51,332

Change-51,332 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 48,222

Change-48,222 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 46,462

Change-46,462 (-100%)

Value—

Norges Bank

N/A

Shares— from 45,444

Change-45,444 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 42,198

Change-42,198 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 40,689

Change-40,689 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 39,357

Change-39,357 (-100%)

Value—

Capital Impact Advisors, LLC

N/A

Shares— from 37,507

Change-37,507 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 35,840

Change-35,840 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 34,626

Change-34,626 (-100%)

Value—

Long Walk Management LP

N/A

Shares— from 34,532

Change-34,532 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 33,044

Change-33,044 (-100%)

Value—

UBS Group AG

N/A

Shares— from 32,298

Change-32,298 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 29,360

Change-29,360 (-100%)

Value—

Barclays PLC

N/A

Shares— from 28,789

Change-28,789 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 26,153

Change-26,153 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,295

Change-25,295 (-100%)

Value—

Claret Asset Management Corp

N/A

Shares— from 24,477

Change-24,477 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 24,029

Change-24,029 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 24,002

Change-24,002 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 20,212

Change-20,212 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 19,851

Change-19,851 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 19,785

Change-19,785 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 18,740

Change-18,740 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 17,577

Change-17,577 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 16,602

Change-16,602 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 16,202

Change-16,202 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 15,616

Change-15,616 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,007

Change-15,007 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 14,509

Change-14,509 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 13,120

Change-13,120 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,895

Change-12,895 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 12,701

Change-12,701 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 10,985

Change-10,985 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 10,740

Change-10,740 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 10,402

Change-10,402 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 10,245

Change-10,245 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 9,299

Change-9,299 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 8,842

Change-8,842 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 8,746

Change-8,746 (-100%)

Value—

Worldquant Millennium Advisors LLC

N/A

Shares— from 8,635

Change-8,635 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,285

Change-8,285 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 7,881

Change-7,881 (-100%)

Value—

Cvfg LLC

N/A

Shares— from 7,749

Change-7,749 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 7,386

Change-7,386 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 6,931

Change-6,931 (-100%)

Value—

Lagoda Investment Management, L.P.

N/A

Shares— from 6,646

Change-6,646 (-100%)

Value—

Royal London Asset Management LTD

N/A

Shares— from 6,509

Change-6,509 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 6,420

Change-6,420 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 6,259

Change-6,259 (-100%)

Value—

Man Group plc

N/A

Shares— from 5,915

Change-5,915 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 5,792

Change-5,792 (-100%)

Value—

USS Investment Management Ltd

N/A

Shares— from 5,134

Change-5,134 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 5,096

Change-5,096 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 4,410

Change-4,410 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 4,212

Change-4,212 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 4,160

Change-4,160 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,144

Change-4,144 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,122

Change-4,122 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 4,054

Change-4,054 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,016

Change-4,016 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 3,757

Change-3,757 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 3,710

Change-3,710 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 3,528

Change-3,528 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,507

Change-3,507 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 3,465

Change-3,465 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 3,116

Change-3,116 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,112

Change-3,112 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,907

Change-2,907 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 2,896

Change-2,896 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,754

Change-2,754 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,719

Change-2,719 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 2,638

Change-2,638 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 2,603

Change-2,603 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 2,584

Change-2,584 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,570

Change-2,570 (-100%)

Value—

Cumberland Partners Ltd

N/A

Shares— from 2,420

Change-2,420 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,347

Change-2,347 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,335

Change-2,335 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 2,196

Change-2,196 (-100%)

Value—

Amundi

N/A

Shares— from 2,155

Change-2,155 (-100%)

Value—

Ossiam

N/A

Shares— from 2,110

Change-2,110 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 2,072

Change-2,072 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 2,053

Change-2,053 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,045

Change-2,045 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,883

Change-1,883 (-100%)

Value—

Plum Street Advisors, LLC

N/A

Shares— from 1,880

Change-1,880 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 1,871

Change-1,871 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,828

Change-1,828 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 1,826

Change-1,826 (-100%)

Value—

Private Advisory Group LLC

N/A

Shares— from 1,819

Change-1,819 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 1,783

Change-1,783 (-100%)

Value—

Intrinsic Value Partners, LLC

N/A

Shares— from 1,771

Change-1,771 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,532

Change-1,532 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,505

Change-1,505 (-100%)

Value—

Summitry LLC

N/A

Shares— from 1,490

Change-1,490 (-100%)

Value—

Morningstar Investment Management LLC

N/A

Shares— from 1,483

Change-1,483 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,431

Change-1,431 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 1,393

Change-1,393 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 1,282

Change-1,282 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 1,230

Change-1,230 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,218

Change-1,218 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,209

Change-1,209 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,099

Change-1,099 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 1,067

Change-1,067 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 1,041

Change-1,041 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 1,034

Change-1,034 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 1,033

Change-1,033 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,028

Change-1,028 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 1,015

Change-1,015 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,008

Change-1,008 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,002

Change-1,002 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 984

Change-984 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 983

Change-983 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 946

Change-946 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 934

Change-934 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 934

Change-934 (-100%)

Value—

Aviva PLC

N/A

Shares— from 912

Change-912 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 905

Change-905 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 889

Change-889 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 886

Change-886 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 833

Change-833 (-100%)

Value—

Stock Yards Bank & Trust Co

N/A

Shares— from 821

Change-821 (-100%)

Value—

Oxinas Partners, LLC

N/A

Shares— from 815

Change-815 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 801

Change-801 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 800

Change-800 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 800

Change-800 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 728

Change-728 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 724

Change-724 (-100%)

Value—

Eurizon Capital SGR S.p.A.

N/A

Shares— from 693

Change-693 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 682

Change-682 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 650

Change-650 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 631

Change-631 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 610

Change-610 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 583

Change-583 (-100%)

Value—

Knightsbridge Asset Management, LLC

N/A

Shares— from 566

Change-566 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 565

Change-565 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 563

Change-563 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 549

Change-549 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 546

Change-546 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 522

Change-522 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 515

Change-515 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 513

Change-513 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 508

Change-508 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 505

Change-505 (-100%)

Value—

Sagewood Asset Management LP

N/A

Shares— from 501

Change-501 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 500

Change-500 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 500

Change-500 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 498

Change-498 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 497

Change-497 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 490

Change-490 (-100%)

Value—

Havemeyer Place LP

N/A

Shares— from 487

Change-487 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 482

Change-482 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 473

Change-473 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 471

Change-471 (-100%)

Value—

Varcov Co.

N/A

Shares— from 451

Change-451 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 447

Change-447 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 443

Change-443 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 432

Change-432 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 428

Change-428 (-100%)

Value—

Delta Global Management LP

N/A

Shares— from 428

Change-428 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 426

Change-426 (-100%)

Value—

Aimz Investment Advisors, LLC

N/A

Shares— from 425

Change-425 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 421

Change-421 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 413

Change-413 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 413

Change-413 (-100%)

Value—

Prostatis Group LLC

N/A

Shares— from 409

Change-409 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 407

Change-407 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 393

Change-393 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 327

Change-327 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 293

Change-293 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 247

Change-247 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 236

Change-236 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 234

Change-234 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 195

Change-195 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 172

Change-172 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 169

Change-169 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 155

Change-155 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 121

Change-121 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 108

Change-108 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 106

Change-106 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Wahed Invest LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 60

Change-60 (-100%)

Value—

Quarry LP

N/A

Shares— from 53

Change-53 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 36

Change-36 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 35

Change-35 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 34

Change-34 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

Vega Investment Solutions

N/A

Shares— from 25

Change-25 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 21

Change-21 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 13

Change-13 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 10

Change-10 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Altshuler Shaham Ltd

N/A

Shares— from 7

Change-7 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Clearstead Trust, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1

Change-1 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Bank of New York Mellon Corp	DECREASED	56,069	56,337	-268	0%	$30.1M	$31.8M	+$1.7M	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	50,364	43,271	+7,093	+16%	$23.4M	$31.6M	+$8.2M	2026-10-13
Citigroup Inc	DECREASED	26,598	33,800	-7,202	-21%	$18.1M	$15.1M	-$3.0M	2026-11-04
Salem Investment Counselors Inc	DECREASED	18,228	18,628	-400	-2%	$9.9M	$10.3M	+$397.0K	2026-10-13
Oppenheimer & Co Inc	DECREASED	13,629	13,874	-245	-2%	$7.4M	$7.7M	+$325.7K	2026-10-26
Mather Group, Llc.	INCREASED	11,293	4,770	+6,523	+137%	$2.5M	$6.4M	+$3.9M	2026-10-14
Assetmark, Inc	INCREASED	7,506	6,855	+651	+10%	$3.7M	$4.3M	+$599.3K	2026-10-21
Willis Investment Counsel	INCREASED	7,275	6,989	+286	+4%	$3.7M	$4.1M	+$396.4K	2026-10-20
Inspire Investing, LLC	DECREASED	6,663	10,740	-4,077	-38%	$5.7M	$3.8M	-$2.0M	2026-10-22
Bright Rock Capital Management, LLC	NEW	6,000	—	+6,000	—	—	$3.4M	—	2026-10-05
Illinois Municipal Retirement Fund	DECREASED	5,540	6,446	-906	-14%	$3.4M	$3.1M	-$298.2K	2026-11-05
Creative Planning	INCREASED	4,988	3,971	+1,017	+26%	$2.1M	$2.8M	+$710.2K	2026-11-02
Segment Wealth Management, LLC	INCREASED	4,102	3,433	+669	+19%	$1.8M	$2.3M	+$494.7K	2026-10-26
Vest Financial, LLC	DECREASED	4,005	4,573	-568	-12%	$2.4M	$2.3M	-$169.2K	2026-10-21
Y-Intercept (Hong Kong) Ltd	INCREASED	3,206	2,931	+275	+9%	$1.6M	$1.8M	+$254.3K	2026-10-16
Dimensional Fund Advisors LP	INCREASED	3,025	2,882	+143	+5%	$1.5M	$1.7M	+$177.7K	2026-11-04
Diversify Advisory Services, LLC	DECREASED	2,672	2,828	-156	-6%	$1.5M	$1.7M	+$125.3K	2026-10-20
Diversify Wealth Management, LLC	DECREASED	2,672	2,828	-156	-6%	$1.5M	$1.7M	+$125.3K	2026-10-20
Milestone Asset Management, LLC	INCREASED	2,283	1,276	+1,007	+79%	$681.5K	$1.3M	+$614.3K	2026-10-15
Quadrant Capital Group LLC	INCREASED	2,153	2,149	+4	+0%	$1.1M	$1.3M	+$187.7K	2026-10-20
Daymark Wealth Partners, LLC	UNCHANGED	2,099	2,099	0	0%	$1.1M	$1.2M	+$70.3K	2026-11-04
Vise Technologies, Inc.	INCREASED	1,972	1,469	+503	+34%	$784.5K	$1.1M	+$334.7K	2026-10-29
Commonwealth Equity Services, LLC	INCREASED	1,961	1,735	+226	+13%	$926.5K	$1.1M	+$186.4K	2026-11-02
Financial Perspectives, Inc	INCREASED	1,884	1,409	+475	+34%	$752.5K	$1.1M	+$316.8K	2026-11-03
CIBC Asset Management Inc	UNCHANGED	1,870	1,870	0	0%	$998.6K	$1.1M	+$62.6K	2026-11-05
Carnegie Investment Counsel	UNCHANGED	1,668	1,668	0	0%	$890.8K	$946.6K	+$55.9K	2026-10-20
Machina Capital S.A.S.	INCREASED	1,657	897	+760	+85%	$479.0K	$940.4K	+$461.4K	2026-11-05
Atlas Brown,Inc.	INCREASED	1,585	1,385	+200	+14%	$739.6K	$899.5K	+$159.9K	2026-10-09
Altfest L J & Co Inc	NEW	1,471	—	+1,471	—	—	$835.0K	—	2026-10-27
US Bancorp \de\	DECREASED	1,448	1,465	-17	-1%	$782.4K	$821.8K	+$39.4K	2026-11-05
New York Life Investment Management LLC	INCREASED	1,191	920	+271	+29%	$491.3K	$675.9K	+$184.6K	2026-11-04
NorthCrest Asset Manangement, LLC	INCREASED	1,181	809	+372	+46%	$440.5K	$758.0K	+$317.5K	2026-10-13
Valeo Financial Advisors, LLC	INCREASED	1,076	1,058	+18	+2%	$565.0K	$610.7K	+$45.7K	2026-10-08
Burney Co/	UNCHANGED	1,060	1,060	0	0%	$566.1K	$601.6K	+$35.5K	2026-10-15
Parallel Advisors, LLC	INCREASED	1,045	1,017	+28	+3%	$543.1K	$593.1K	+$50.0K	2026-11-03
Sumitomo Mitsui Trust Group, Inc.	DECREASED	1,027	1,247	-220	-18%	$665.9K	$582.9K	-$83.1K	2026-10-29
Kestra Private Wealth Services, LLC	NEW	990	—	+990	—	—	$561.9K	—	2026-10-30
PFG Advisors	UNCHANGED	982	982	0	0%	$524.4K	$557.3K	+$32.9K	2026-10-16
Motley Fool Asset Management LLC	DECREASED	930	4,724	-3,794	-80%	$2.5M	$527.8K	-$2.0M	2026-10-27
Choreo, LLC	INCREASED	880	856	+24	+3%	$457.3K	$499.6K	+$42.3K	2026-10-28
Wedmont Private Capital	INCREASED	786	771	+15	+2%	$424.8K	$504.5K	+$79.6K	2026-10-09
Exchange Traded Concepts, LLC	DECREASED	751	1,090	-339	-31%	$582.1K	$426.2K	-$155.9K	2026-10-28
Xponance LLC	INCREASED	718	716	+2	+0%	$382.4K	$407.5K	+$25.1K	2026-11-03
Monument Capital Management	DECREASED	706	782	-76	-10%	$417.6K	$400.7K	-$16.9K	2026-10-09
HB Wealth Management, LLC	INCREASED	685	599	+86	+14%	$319.9K	$388.8K	+$68.9K	2026-10-23
Baron Wealth Management LLC	DECREASED	649	734	-85	-12%	$392.1K	$368.5K	-$23.6K	2026-10-27
SP Asset Management LLC	UNCHANGED	627	627	0	0%	$334.8K	$355.8K	+$21.0K	2026-11-05
IFP Advisors, Inc	INCREASED	577	442	+135	+31%	$236.0K	$327.5K	+$91.4K	2026-10-16
Calamos Wealth Management LLC	NEW	569	—	+569	—	—	$322.9K	—	2026-11-02
WBI Investments, LLC	NEW	553	—	+553	—	—	$313.8K	—	2026-11-05
DekaBank Deutsche Girozentrale	NEW	544	—	+544	—	—	$304	—	2026-10-27
CFC Planning Co LLC	NEW	504	—	+504	—	—	$286.9K	—	2026-10-28
Greenleaf Trust	INCREASED	504	483	+21	+4%	$257.9K	$286.0K	+$28.1K	2026-10-29
bLong Financial, LLC	UNCHANGED	500	500	0	0%	$267.0K	$283.8K	+$16.8K	2026-10-29
Elevation Point Wealth Partners, LLC	DECREASED	482	483	-1	0%	$257.7K	$273.3K	+$15.6K	2026-11-05
Chicago Partners Investment Group LLC	NEW	480	—	+480	—	—	$282.0K	—	2026-10-27
Absher Wealth Management, LLC	UNCHANGED	467	467	0	0%	$249.4K	$265.0K	+$15.6K	2026-11-02
Tannin Capital LLC	NEW	458	—	+458	—	—	$259.9K	—	2026-11-05
Applied Finance Capital Management, LLC	NEW	453	—	+453	—	—	$257.1K	—	2026-11-03
Spinnaker Investment Group, LLC	NEW	440	—	+440	—	—	$249.7K	—	2026-10-13
Clark Asset Management, LLC	NEW	439	—	+439	—	—	$249.1K	—	2026-10-19
Horst & Graben Wealth Management LLC	UNCHANGED	406	406	0	0%	$217.5K	$230.6K	+$13.0K	2026-11-02
MW Advisory, LLC	NEW	389	—	+389	—	—	$220.8K	—	2026-10-19
Fairman Group, LLC	UNCHANGED	375	375	0	0%	$200.3K	$212.8K	+$12.6K	2026-10-26
Riversedge Advisors, LLC	DECREASED	371	376	-5	-1%	$200.8K	$210.6K	+$9.8K	2026-10-09
MacKenzie Financial Corp	DECREASED	362	448	-86	-19%	$239.2K	$205.4K	-$33.8K	2026-11-02
Anchor Capital Advisors LLC	NEW	356	—	+356	—	—	$202.0K	—	2026-11-05
Turtle Creek Wealth Advisors, LLC	NEW	356	—	+356	—	—	$202.0K	—	2026-10-15
Signaturefd, LLC	INCREASED	338	292	+46	+16%	$155.9K	$191.8K	+$35.9K	2026-10-23
American National Bank & Trust	DECREASED	260	261	-1	0%	$139.4K	$147.6K	+$8.2K	2026-10-07
Westside Investment Management, Inc.	DECREASED	242	347	-105	-30%	$185.3K	$137.8K	-$47.6K	2026-11-02
Wealth Enhancement Trust Services, Inc.	INCREASED	232	22	+210	+955%	$11.7K	$131.7K	+$119.9K	2026-10-07
Southern Michigan Bank & Trust	INCREASED	197	165	+32	+19%	$88.1K	$111.8K	+$23.7K	2026-10-19
Gamma Investing LLC	INCREASED	183	168	+15	+9%	$89.7K	$103.9K	+$14.1K	2026-10-08
Versant Capital Management, Inc	INCREASED	140	133	+7	+5%	$71.0K	$79.5K	+$8.4K	2026-10-02
Fulcrum Asset Management LLP	NEW	122	—	+122	—	—	$68.2K	—	2026-11-04
Jacobi Capital Management LLC	NEW	119	—	+119	—	—	$67.5K	—	2026-11-05
Farther Finance Advisors, LLC	INCREASED	114	80	+34	+43%	$42.7K	$64.4K	+$21.7K	2026-10-08
Main Street Group, LTD	UNCHANGED	100	100	0	0%	$53.4K	$56.8K	+$3.4K	2026-10-28
EverSource Wealth Advisors, LLC	INCREASED	98	97	+1	+1%	$51.8K	$55.6K	+$3.8K	2026-11-04
CX Institutional	NEW	89	—	+89	—	—	$51	—	2026-10-02
Strs Ohio	DECREASED	89	105	-16	-15%	$56.1K	$50.5K	-$5.6K	2026-10-30
Capital Advisors, Ltd. LLC	UNCHANGED	79	79	0	0%	$42	$45	+$3	2026-10-27
Private Wealth Management Group, LLC	UNCHANGED	62	62	0	0%	$33.1K	$35.2K	+$2.1K	2026-10-19
Elyxium Wealth, LLC	NEW	58	—	+58	—	—	$32.9K	—	2026-10-27
New England Capital Financial Advisors LLC	UNCHANGED	56	56	0	0%	$29.9K	$31.9K	+$1.9K	2026-11-03
Fifth Third Bancorp	INCREASED	53	52	+1	+2%	$28.0K	$30.3K	+$2.3K	2026-11-05
Cullen T Bankers, Inc.	DECREASED	50	113	-63	-56%	$60.5K	$28.4K	-$32.1K	2026-10-28
TD Waterhouse Canada Inc.	UNCHANGED	50	50	0	0%	$26.8K	$30.4K	+$3.6K	2026-10-16
Larson Financial Group LLC	DECREASED	47	53	-6	-11%	$28.3K	$26.7K	-$1.7K	2026-11-05
Fortitude Family Office, LLC	INCREASED	44	21	+23	+110%	$11.2K	$25.0K	+$13.8K	2026-10-14
Compass Financial Management LLC	DECREASED	39	64	-25	-39%	$34.9K	$22.1K	-$12.8K	2026-10-30
True Wealth Design, LLC	DECREASED	39	40	-1	-2%	$21.4K	$22.1K	+$772	2026-10-13
Essential Partners LLC	UNCHANGED	39	39	0	0%	$20.8K	$22.1K	+$1.3K	2026-10-14
Atwood & Palmer Inc	UNCHANGED	36	36	0	0%	$19.1K	$20.4K	+$1.2K	2026-10-08
Rakuten Securities, Inc.	DECREASED	34	35	-1	-3%	$18.7K	$19.3K	+$605	2026-11-02
SJS Investment Consulting Inc.	INCREASED	32	16	+16	+100%	$8.5K	$18.2K	+$9.6K	2026-10-26
SBI Securities Co., Ltd.	UNCHANGED	31	31	0	0%	$16.6K	$17.6K	+$1.0K	2026-10-22
Cherry Tree Wealth Management, LLC	UNCHANGED	25	25	0	0%	$13.4K	$14.3K	+$868	2026-10-15
CoreCap Advisors, LLC	INCREASED	22	10	+12	+120%	$5.3K	$12.5K	+$7.1K	2026-10-08
Torren Management, LLC	UNCHANGED	21	21	0	0%	$11.2K	$11.9K	+$705	2026-10-29
Salomon & Ludwin, LLC	UNCHANGED	16	16	0	0%	$8.6K	$9.1K	+$498	2026-10-29
WPG Advisers, LLC	UNCHANGED	15	15	0	0%	$8.0K	$8.5K	+$508	2026-10-27
Cedar Mountain Advisors, LLC	UNCHANGED	13	13	0	0%	$6.9K	$7.4K	+$436	2026-10-15
Covestor Ltd	UNCHANGED	13	13	0	0%	$7.0K	$8	-$7.0K	2026-10-30
Parkside Financial Bank & Trust	UNCHANGED	12	12	0	0%	$6.4K	$6.8K	+$402	2026-10-27
Abound Wealth Management	NEW	10	—	+10	—	—	$5.7K	—	2026-10-26
Sterling Capital Management LLC	DECREASED	10	28	-18	-64%	$15.0K	$5.7K	-$9.3K	2026-10-22
Atlantic Edge Private Wealth Management, LLC	DECREASED	10	13	-3	-23%	$6.9K	$5.7K	-$1.3K	2026-10-20
Financial Management Professionals, Inc.	UNCHANGED	10	10	0	0%	$5.3K	$5.7K	+$335	2026-10-23
Owl Creek Wealth Partners LLC	UNCHANGED	10	10	0	0%	$5.3K	$5.7K	+$335	2026-10-20
Hughes Financial Services, LLC	INCREASED	9	3	+6	+200%	$1.6K	$5.5K	+$3.9K	2026-10-30
Bell Investment Advisors, Inc	INCREASED	8	5	+3	+60%	$2.7K	$4.5K	+$1.9K	2026-10-29
MassMutual Private Wealth & Trust, FSB	UNCHANGED	7	7	0	0%	$3.7K	$4.0K	+$235	2026-10-05
Hager Investment Management Services, LLC	NEW	6	—	+6	—	—	$3.4K	—	2026-11-04
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	5	5	0	0%	$2.7K	$2.8K	+$168	2026-10-27
Private Trust Co NA	INCREASED	4	2	+2	+100%	$1.1K	$2.3K	+$1.2K	2026-10-20
Silver Grove Financial Group, Inc.	UNCHANGED	4	4	0	0%	$2.1K	$2.3K	+$134	2026-11-05
TFC Financial Management, Inc.	UNCHANGED	4	4	0	0%	$2.1K	$2.3K	+$134	2026-10-26
Clark Wealth Partners	NEW	3	—	+3	—	—	$1.7K	—	2026-10-19
Elevation Wealth Partners, LLC	DECREASED	3	19	-16	-84%	$10.1K	$1.7K	-$8.4K	2026-10-07
JFS Wealth Advisors, LLC	UNCHANGED	3	3	0	0%	$1.6K	$1.7K	+$100	2026-11-03
UMB Private Wealth Management, LLC	NEW	2	—	+2	—	—	$1.1K	—	2026-10-19
Winthrop Capital Management, LLC	UNCHANGED	2	2	0	0%	$1	$1.1K	+$1.1K	2026-11-05
Provenance Wealth Advisors, LLC	NEW	1	—	+1	—	—	$568	—	2026-10-30
Asset Dedication, LLC	NEW	1	—	+1	—	—	$575	—	2026-11-03
Creative Financial Designs Inc	UNCHANGED	1	1	0	0%	$534	$568	+$34	2026-11-04
Hussman Strategic Advisors, Inc.	CLOSED	0	9,450	-9,450	-100%	$5.0M	$0	-$5.0M	2026-11-02
Gateway Investment Advisers LLC	CLOSED	0	1,915	-1,915	-100%	$1.0M	$0	-$1.0M	2026-10-13
Oak Thistle LLC	CLOSED	0	1,506	-1,506	-100%	$804.3K	$0	-$804.3K	2026-10-21
KBC Group NV	CLOSED	0	1,436	-1,436	-100%	$767.0K	$0	-$767.0K	2026-10-22
North Dakota State Investment Board	CLOSED	0	1,132	-1,132	-100%	$604.5K	$0	-$604.5K	2026-10-27
Burns Matteson Capital Management, LLC	CLOSED	0	674	-674	-100%	$359.9K	$0	-$359.9K	2026-10-16
iA Global Asset Management Inc.	CLOSED	0	359	-359	-100%	$192.0K	$0	-$192.0K	2026-10-29
Bayforest Capital Ltd	CLOSED	0	242	-242	-100%	$129.2K	$0	-$129.2K	2026-11-03
Caitong International Asset Management Co., Ltd	CLOSED	0	66	-66	-100%	$35.2K	$0	-$35.2K	2026-10-29
Blue Trust, Inc.	CLOSED	0	29	-29	-100%	$15.5K	$0	-$15.5K	2026-10-15
LifeSteps Financial, Inc.	CLOSED	0	15	-15	-100%	$8.0K	$0	-$8.0K	2026-10-15
Highline Wealth Partners LLC	CLOSED	0	1	-1	-100%	$534	$0	-$534	2026-10-19
AdvisorNet Financial, Inc	CLOSED	0	1	-1	-100%	$534	$0	-$534	2026-10-15
Nisa Investment Advisors, LLC	CLOSED	0	1	-1	-100%	$534	$0	-$534	2026-10-20
Stone House Investment Management, LLC	CLOSED	0	1	-1	-100%	$534	$0	-$534	2026-10-23
Physician Wealth Advisors, Inc.	CLOSED	0	1	-1	-100%	$535	$0	-$535	2026-10-20
Activest Wealth Management	CLOSED	0	0	0	—	$0	$0	$0	2026-10-15
Raleigh Capital Management Inc.	UNCHANGED	0	0	0	—	$22	$23	+$1	2026-10-28
BlackRock, Inc.	N/A	—	305,245	-305,245	-100%	$163.0M	—	—	—
Renaissance Technologies LLC	N/A	—	198,344	-198,344	-100%	$105.9M	—	—	—
SW Investment Management LLC	N/A	—	140,000	-140,000	-100%	$74.8M	—	—	—
Capital World Investors	N/A	—	113,839	-113,839	-100%	$60.8M	—	—	—
State Street Corp	N/A	—	101,663	-101,663	-100%	$54.3M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	91,450	-91,450	-100%	$48.8M	—	—	—
Geode Capital Management, LLC	N/A	—	74,029	-74,029	-100%	$39.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	69,500	-69,500	-100%	$37.1M	—	—	—
Morgan Stanley	N/A	—	68,963	-68,963	-100%	$36.8M	—	—	—
AQR Capital Management LLC	N/A	—	67,472	-67,472	-100%	$36.0M	—	—	—
Invesco Ltd.	N/A	—	66,159	-66,159	-100%	$35.3M	—	—	—
Millennium Management LLC	N/A	—	65,008	-65,008	-100%	$34.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	52,005	-52,005	-100%	$27.8M	—	—	—
Walleye Capital LLC	N/A	—	51,332	-51,332	-100%	$27.4M	—	—	—
JPMorgan Chase & Co	N/A	—	48,222	-48,222	-100%	$26.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	46,462	-46,462	-100%	$24.8M	—	—	—
Norges Bank	N/A	—	45,444	-45,444	-100%	$24.3M	—	—	—
First Trust Advisors LP	N/A	—	42,198	-42,198	-100%	$22.5M	—	—	—
Gotham Asset Management, LLC	N/A	—	40,689	-40,689	-100%	$21.7M	—	—	—
Federated Hermes, Inc.	N/A	—	39,357	-39,357	-100%	$21.0M	—	—	—
Capital Impact Advisors, LLC	N/A	—	37,507	-37,507	-100%	$20.0M	—	—	—
Canada Pension Plan Investment Board	N/A	—	35,840	-35,840	-100%	$19.1M	—	—	—
Pacer Advisors, Inc.	N/A	—	34,626	-34,626	-100%	$18.5M	—	—	—
Long Walk Management LP	N/A	—	34,532	-34,532	-100%	$18.4M	—	—	—
Bank of America Corp	N/A	—	33,044	-33,044	-100%	$17.6M	—	—	—
UBS Group AG	N/A	—	32,298	-32,298	-100%	$17.2M	—	—	—
Northern Trust Corp	N/A	—	29,360	-29,360	-100%	$15.7M	—	—	—
Barclays PLC	N/A	—	28,789	-28,789	-100%	$15.4M	—	—	—
Logan Capital Management Inc	N/A	—	26,153	-26,153	-100%	$14.0M	—	—	—
Citadel Advisors LLC	N/A	—	25,295	-25,295	-100%	$13.5M	—	—	—
Claret Asset Management Corp	N/A	—	24,477	-24,477	-100%	$13.1M	—	—	—
Deutsche Bank Ag\	N/A	—	24,029	-24,029	-100%	$12.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	24,002	-24,002	-100%	$12.8M	—	—	—
Quantinno Capital Management LP	N/A	—	20,212	-20,212	-100%	$10.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	19,851	-19,851	-100%	$10.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	19,785	-19,785	-100%	$10.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	18,740	-18,740	-100%	$10.0M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	17,577	-17,577	-100%	$9.4M	—	—	—
Legal & General Group Plc	N/A	—	16,602	-16,602	-100%	$8.9M	—	—	—
Franklin Resources Inc	N/A	—	16,202	-16,202	-100%	$8.7M	—	—	—
Squarepoint Ops LLC	N/A	—	15,616	-15,616	-100%	$8.3M	—	—	—
Royal Bank of Canada	N/A	—	15,007	-15,007	-100%	$8.0M	—	—	—
Tudor Investment Corp ET AL	N/A	—	14,509	-14,509	-100%	$7.7M	—	—	—
Navellier & Associates Inc	N/A	—	13,120	-13,120	-100%	$7.0M	—	—	—
HRT Financial LP	N/A	—	12,895	-12,895	-100%	$6.9M	—	—	—
Treasurer of the State of North Carolina	N/A	—	12,701	-12,701	-100%	$6.8M	—	—	—
Rhumbline Advisers	N/A	—	10,985	-10,985	-100%	$5.9M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	10,740	-10,740	-100%	$5.7M	—	—	—
LPL Financial LLC	N/A	—	10,402	-10,402	-100%	$5.6M	—	—	—
Handelsbanken Fonder AB	N/A	—	10,245	-10,245	-100%	$5.5K	—	—	—
Nuveen, LLC	N/A	—	9,299	-9,299	-100%	$5.0M	—	—	—
Trexquant Investment LP	N/A	—	8,842	-8,842	-100%	$4.7M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	8,746	-8,746	-100%	$4.7M	—	—	—
Worldquant Millennium Advisors LLC	N/A	—	8,635	-8,635	-100%	$4.6M	—	—	—
Jane Street Group, LLC	N/A	—	8,285	-8,285	-100%	$4.4M	—	—	—
Faithward Advisors, LLC	N/A	—	7,881	-7,881	-100%	$4.2M	—	—	—
Cvfg LLC	N/A	—	7,749	-7,749	-100%	$4.1M	—	—	—
Zacks Investment Management	N/A	—	7,386	-7,386	-100%	$3.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	6,931	-6,931	-100%	$3.7M	—	—	—
Lagoda Investment Management, L.P.	N/A	—	6,646	-6,646	-100%	$3.5M	—	—	—
Royal London Asset Management LTD	N/A	—	6,509	-6,509	-100%	$3.5M	—	—	—
Raymond James Financial Inc	N/A	—	6,420	-6,420	-100%	$3.4M	—	—	—
Martingale Asset Management L P	N/A	—	6,259	-6,259	-100%	$3.3M	—	—	—
Man Group plc	N/A	—	5,915	-5,915	-100%	$3.2M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	5,792	-5,792	-100%	$3.1M	—	—	—
USS Investment Management Ltd	N/A	—	5,134	-5,134	-100%	$2.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	5,096	-5,096	-100%	$2.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	4,410	-4,410	-100%	$2.4M	—	—	—
Vident Advisory, LLC	N/A	—	4,212	-4,212	-100%	$2.2M	—	—	—
American Century Companies Inc	N/A	—	4,160	-4,160	-100%	$2.2M	—	—	—
FMR LLC	N/A	—	4,144	-4,144	-100%	$2.2M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,122	-4,122	-100%	$2.2M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	4,054	-4,054	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	4,016	-4,016	-100%	$2.1M	—	—	—
Engineers Gate Manager LP	N/A	—	3,757	-3,757	-100%	$2.0M	—	—	—
Meeder Asset Management Inc	N/A	—	3,710	-3,710	-100%	$2.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	3,528	-3,528	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	3,507	-3,507	-100%	$1.9M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	3,465	-3,465	-100%	$1.9M	—	—	—
Impact Partnership Wealth, LLC	N/A	—	3,116	-3,116	-100%	$1.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	3,112	-3,112	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	2,907	-2,907	-100%	$1.6M	—	—	—
Vestcor Inc	N/A	—	2,896	-2,896	-100%	$1.5M	—	—	—
Ameriprise Financial Inc	N/A	—	2,754	-2,754	-100%	$1.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,719	-2,719	-100%	$1.5M	—	—	—
SEI Investments Co	N/A	—	2,638	-2,638	-100%	$1.4M	—	—	—
Alliancebernstein L.P.	N/A	—	2,603	-2,603	-100%	$2.1M	—	—	—
AXQ Capital, LP	N/A	—	2,584	-2,584	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	2,570	-2,570	-100%	$1.4M	—	—	—
Cumberland Partners Ltd	N/A	—	2,420	-2,420	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,347	-2,347	-100%	$1.3M	—	—	—
New York State Common Retirement Fund	N/A	—	2,335	-2,335	-100%	$1.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	2,196	-2,196	-100%	$1.2M	—	—	—
Amundi	N/A	—	2,155	-2,155	-100%	$1.2M	—	—	—
Ossiam	N/A	—	2,110	-2,110	-100%	$1.1M	—	—	—
Entropy Technologies, LP	N/A	—	2,072	-2,072	-100%	$1.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	2,053	-2,053	-100%	$1.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	2,045	-2,045	-100%	$1.1M	—	—	—
Focus Partners Wealth	N/A	—	1,883	-1,883	-100%	$1.0M	—	—	—
Plum Street Advisors, LLC	N/A	—	1,880	-1,880	-100%	$1.0M	—	—	—
Mariner, LLC	N/A	—	1,871	-1,871	-100%	$998.3K	—	—	—
Cerity Partners LLC	N/A	—	1,828	-1,828	-100%	$976.3K	—	—	—
Odyssean, LLC	N/A	—	1,826	-1,826	-100%	$975.1K	—	—	—
Private Advisory Group LLC	N/A	—	1,819	-1,819	-100%	$971.4K	—	—	—
Inspire Advisors, LLC	N/A	—	1,783	-1,783	-100%	$952.1K	—	—	—
Intrinsic Value Partners, LLC	N/A	—	1,771	-1,771	-100%	$945.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,532	-1,532	-100%	$818.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,505	-1,505	-100%	$803.7K	—	—	—
Summitry LLC	N/A	—	1,490	-1,490	-100%	$795.7K	—	—	—
Morningstar Investment Management LLC	N/A	—	1,483	-1,483	-100%	$1.2M	—	—	—
Wellington Management Group LLP	N/A	—	1,431	-1,431	-100%	$764.2K	—	—	—
Caprock Group, LLC	N/A	—	1,393	-1,393	-100%	$744.2K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	1,300	-1,300	-100%	$694.2K	—	—	—
Voleon Capital Management LP	N/A	—	1,282	-1,282	-100%	$684.6K	—	—	—
Jump Financial, LLC	N/A	—	1,230	-1,230	-100%	$656.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,218	-1,218	-100%	$650.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,209	-1,209	-100%	$645.6K	—	—	—
Blair William & Co	N/A	—	1,099	-1,099	-100%	$586.9K	—	—	—
M&T Bank Corp	N/A	—	1,067	-1,067	-100%	$569.1K	—	—	—
Tidal Investments LLC	N/A	—	1,041	-1,041	-100%	$555.9K	—	—	—
Hilltop Holdings Inc.	N/A	—	1,034	-1,034	-100%	$552.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	1,033	-1,033	-100%	$551.7K	—	—	—
Bank of Montreal	N/A	—	1,028	-1,028	-100%	$549.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	1,015	-1,015	-100%	$542.0K	—	—	—
Acadian Asset Management LLC	N/A	—	1,008	-1,008	-100%	$536.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	1,002	-1,002	-100%	$535.2K	—	—	—
Boothbay Fund Management, LLC	N/A	—	984	-984	-100%	$525.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	983	-983	-100%	$525.0K	—	—	—
Virtu Financial LLC	N/A	—	946	-946	-100%	$505.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	934	-934	-100%	$499.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	934	-934	-100%	$498.9K	—	—	—
Aviva PLC	N/A	—	912	-912	-100%	$487.0K	—	—	—
Delta Asset Management LLC	N/A	—	905	-905	-100%	$483.4K	—	—	—
Pallas Capital Advisors LLC	N/A	—	889	-889	-100%	$474.8K	—	—	—
Nomura Asset Management International Inc.	N/A	—	886	-886	-100%	$473.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	833	-833	-100%	$444.8K	—	—	—
Stock Yards Bank & Trust Co	N/A	—	821	-821	-100%	$438.4K	—	—	—
Oxinas Partners, LLC	N/A	—	815	-815	-100%	$435.2K	—	—	—
TD Asset Management Inc	N/A	—	801	-801	-100%	$427.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	800	-800	-100%	$427.2K	—	—	—
Bessemer Group Inc	N/A	—	800	-800	-100%	$427.0K	—	—	—
HSBC Holdings PLC	N/A	—	728	-728	-100%	$388.8K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	724	-724	-100%	$386.6K	—	—	—
Eurizon Capital SGR S.p.A.	N/A	—	693	-693	-100%	$370.1K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	682	-682	-100%	$364.2K	—	—	—
Arax Advisory Partners	N/A	—	650	-650	-100%	$347.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	631	-631	-100%	$337.0K	—	—	—
Stifel Financial Corp	N/A	—	610	-610	-100%	$325.9K	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	600	-600	-100%	$320.4K	—	—	—
Banque Cantonale Vaudoise	N/A	—	583	-583	-100%	$311.0K	—	—	—
Knightsbridge Asset Management, LLC	N/A	—	566	-566	-100%	$302.3K	—	—	—
Quent Capital, LLC	N/A	—	565	-565	-100%	$301.5K	—	—	—
GSA Capital Partners LLP	N/A	—	563	-563	-100%	$301.0K	—	—	—
Numerai GP LLC	N/A	—	549	-549	-100%	$293.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	546	-546	-100%	$291.6K	—	—	—
Marshall Wace, LLP	N/A	—	522	-522	-100%	$278.8K	—	—	—
Merit Financial Group, LLC	N/A	—	515	-515	-100%	$275.1K	—	—	—
Centiva Capital, LP	N/A	—	513	-513	-100%	$274.0K	—	—	—
AlphaGrep UK Ltd	N/A	—	508	-508	-100%	$271.3K	—	—	—
Summit Trail Advisors, LLC	N/A	—	505	-505	-100%	$269.7K	—	—	—
Sagewood Asset Management LP	N/A	—	501	-501	-100%	$267.5K	—	—	—
North Star Asset Management Inc	N/A	—	500	-500	-100%	$267.0K	—	—	—
Fiduciary Trust Co	N/A	—	500	-500	-100%	$267.0K	—	—	—
Savant Capital, LLC	N/A	—	498	-498	-100%	$290.4K	—	—	—
SG Americas Securities, LLC	N/A	—	497	-497	-100%	$265.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	490	-490	-100%	$261.7K	—	—	—
Havemeyer Place LP	N/A	—	487	-487	-100%	$260.1K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	482	-482	-100%	$257.2K	—	—	—
Vanguard National Trust Co	N/A	—	473	-473	-100%	$252.6K	—	—	—
Empowered Funds, LLC	N/A	—	471	-471	-100%	$251.5K	—	—	—
Varcov Co.	N/A	—	451	-451	-100%	$240.8K	—	—	—
Woodline Partners LP	N/A	—	447	-447	-100%	$238.7K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	443	-443	-100%	$236.6K	—	—	—
Quantum Portfolio Management LLC	N/A	—	432	-432	-100%	$230.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	428	-428	-100%	$228.6K	—	—	—
Delta Global Management LP	N/A	—	428	-428	-100%	$228.6K	—	—	—
Jain Global LLC	N/A	—	426	-426	-100%	$227.5K	—	—	—
Aimz Investment Advisors, LLC	N/A	—	425	-425	-100%	$227.0K	—	—	—
Horizon Investments, LLC	N/A	—	421	-421	-100%	$224.8K	—	—	—
IEQ Capital, LLC	N/A	—	420	-420	-100%	$224.4K	—	—	—
Wealthfront Advisers LLC	N/A	—	420	-420	-100%	$224.3K	—	—	—
Empower Advisory Group, LLC	N/A	—	413	-413	-100%	$220.6K	—	—	—
Voya Investment Management LLC	N/A	—	413	-413	-100%	$220.6K	—	—	—
Prostatis Group LLC	N/A	—	409	-409	-100%	$218.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	407	-407	-100%	$217.6K	—	—	—
XTX Topco Ltd	N/A	—	393	-393	-100%	$209.9K	—	—	—
National Bank of Canada	N/A	—	327	-327	-100%	$174.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	293	-293	-100%	$154.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	247	-247	-100%	$131.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	236	-236	-100%	$126.0K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	234	-234	-100%	$125.0K	—	—	—
Forum Finance Group S.A.	N/A	—	195	-195	-100%	$84	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	172	-172	-100%	$91.9K	—	—	—
Elequin Capital, LP	N/A	—	169	-169	-100%	$90.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	155	-155	-100%	$83.0K	—	—	—
Allworth Financial LP	N/A	—	121	-121	-100%	$64.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	108	-108	-100%	$57.7K	—	—	—
Canada Life Assurance Co	N/A	—	106	-106	-100%	$56	—	—	—
Smartleaf Asset Management LLC	N/A	—	104	-104	-100%	$56.8K	—	—	—
BFC Planning, Inc.	N/A	—	100	-100	-100%	$53.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	100	-100	-100%	$53.4K	—	—	—
Wahed Invest LLC	N/A	—	96	-96	-100%	$51.3K	—	—	—
Pinnacle Holdings, LLC	N/A	—	92	-92	-100%	$49.1K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	70	-70	-100%	$37.4K	—	—	—
California State Teachers Retirement System	N/A	—	60	-60	-100%	$32.0K	—	—	—
Quarry LP	N/A	—	53	-53	-100%	$28.3K	—	—	—
WealthCollab, LLC	N/A	—	38	-38	-100%	$20.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	36	-36	-100%	$19.2K	—	—	—
Huntington National Bank	N/A	—	35	-35	-100%	$18.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	34	-34	-100%	$18.2K	—	—	—
Vision Retirement, LLC	N/A	—	32	-32	-100%	$17.1K	—	—	—
CVA Family Office, LLC	N/A	—	26	-26	-100%	$13.9K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	25	-25	-100%	$13.4K	—	—	—
Vega Investment Solutions	N/A	—	25	-25	-100%	$13.4K	—	—	—
Penserra Capital Management LLC	N/A	—	24	-24	-100%	$12	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	21	-21	-100%	$11.2K	—	—	—
GW&K Investment Management, LLC	N/A	—	16	-16	-100%	$9	—	—	—
Sachetta, LLC	N/A	—	15	-15	-100%	$8.0K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	14	-14	-100%	$7.5K	—	—	—
Johnson Financial Group, Inc.	N/A	—	13	-13	-100%	$6.9K	—	—	—
Zions Bancorporation, National Association	N/A	—	10	-10	-100%	$5.3K	—	—	—
Bogart Wealth, LLC	N/A	—	7	-7	-100%	$3.7K	—	—	—
Altshuler Shaham Ltd	N/A	—	7	-7	-100%	$3.7K	—	—	—
Raffa Wealth Management, LLC	N/A	—	6	-6	-100%	$3.2K	—	—	—
Kilter Group LLC	N/A	—	6	-6	-100%	$3.2K	—	—	—
Aventura Private Wealth, LLC	N/A	—	5	-5	-100%	$2.7K	—	—	—
Harbour Investments, Inc.	N/A	—	5	-5	-100%	$2.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4	-4	-100%	$2.1K	—	—	—
Cheviot Value Management, LLC	N/A	—	4	-4	-100%	$2.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	3	-3	-100%	$1.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	3	-3	-100%	$1.6K	—	—	—
Optiver Holding B.V.	N/A	—	2	-2	-100%	$1.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2	-2	-100%	$1	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	2	-2	-100%	$1.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	2	-2	-100%	$1.1K	—	—	—
Clearstead Trust, LLC	N/A	—	2	-2	-100%	$1.1K	—	—	—
Investors Portfolio Services LLC	N/A	—	1	-1	-100%	$534	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$534	—	—	—
Glen Eagle Advisors, LLC	N/A	—	1	-1	-100%	$534	—	—	—
SouthState Bank Corp	N/A	—	1	-1	-100%	$535	—	—	—

Showing 385 of 385 institutions