United Community Banks (UCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares6,759,321 from 6,641,192

Change+118,129 (+2%)

Value$225.4M (-$7.6M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares3,117,334 from 3,118,742

Change-1,408 (0%)

Value$104.0M (-$5.5M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares1,550,306 from 1,572,963

Change-22,657 (-1%)

Value$51.7M (-$3.5M)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares863,061 from 780,281

Change+82,780 (+11%)

Value$28.8M (+$1.4M)

Filed 2026-11-02

Fisher Asset Management, LLC

DECREASED

Shares848,529 from 944,829

Change-96,300 (-10%)

Value$28.3M (-$4.9M)

Filed 2026-11-06

ProShare Advisors LLC

INCREASED

Shares297,968 from 211,945

Change+86,023 (+41%)

Value$9.9M (+$2.5M)

Filed 2026-10-29

Thrivent Financial for Lutherans

DECREASED

Shares190,638 from 195,960

Change-5,322 (-3%)

Value$6.4K (-$6.9M)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares146,137 from 141,067

Change+5,070 (+4%)

Value$4.9M (-$76.4K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares117,708 from 126,435

Change-8,727 (-7%)

Value$3.9M (-$511.0K)

Filed 2026-11-06

New York State Teachers Retirement System

DECREASED

Shares93,210 from 104,774

Change-11,564 (-11%)

Value$3.1K (-$3.7M)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares91,431 from 128,016

Change-36,585 (-29%)

Value$3.0M (-$1.4M)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares71,292 from 51,159

Change+20,133 (+39%)

Value$2.4M (+$582.4K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares71,096 from 58,509

Change+12,587 (+22%)

Value$2.4M (+$318.0K)

Filed 2026-11-06

Diversified Trust Co

INCREASED

Shares69,533 from 66,890

Change+2,643 (+4%)

Value$2.3M (-$28.2K)

Filed 2026-11-06

Great Lakes Advisors, LLC

DECREASED

Shares62,933 from 105,387

Change-42,454 (-40%)

Value$2.1M (-$1.6M)

Filed 2026-11-06

Illinois Municipal Retirement Fund

DECREASED

Shares60,968 from 61,681

Change-713 (-1%)

Value$2.0M (-$131.1K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares56,500 from 18,600

Change+37,900 (+204%)

Value$1.9M (+$1.2M)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

DECREASED

Shares55,550 from 60,751

Change-5,201 (-9%)

Value$1.9M (-$279.2K)

Filed 2026-11-05

Oppenheimer Asset Management Inc.

DECREASED

Shares52,706 from 52,908

Change-202 (0%)

Value$1.8M (-$98.8K)

Filed 2026-10-27

Louisiana State Employees Retirement System

DECREASED

Shares51,400 from 52,500

Change-1,100 (-2%)

Value$1.7M (-$128.0K)

Filed 2026-10-20

Eastover Investment Advisors LLC

DECREASED

Shares42,633 from 42,688

Change-55 (0%)

Value$1.4M (-$76.1K)

Filed 2026-10-05

Cambiar Investors LLC

DECREASED

Shares41,519 from 52,031

Change-10,512 (-20%)

Value$1.4M (-$441.1K)

Filed 2026-11-04

Family Legacy, Inc.

DECREASED

Shares38,524 from 38,793

Change-269 (-1%)

Value$1.3M (-$76.5K)

Filed 2026-10-13

Arizona State Retirement System

INCREASED

Shares33,725 from 33,024

Change+701 (+2%)

Value$1.1M (-$34.1K)

Filed 2026-11-03

Mayfair Advisory Group, LLC

UNCHANGED

Shares33,098 from 33,098

Change0 (0%)

Value$1.1M (-$62.9K)

Filed 2026-10-20

DMC Group, LLC

DECREASED

Shares32,518 from 41,718

Change-9,200 (-22%)

Value$1.1M (-$379.4K)

Filed 2026-10-26

Amalgamated Bank

DECREASED

Shares31,306 from 32,224

Change-918 (-3%)

Value$1.0K (-$1.1M)

Filed 2026-10-23

Moody National Bank Trust Division

INCREASED

Shares31,180 from 26,568

Change+4,612 (+17%)

Value$1.0M (+$107.6K)

Filed 2026-10-06

Yousif Capital Management, LLC

DECREASED

Shares30,527 from 32,263

Change-1,736 (-5%)

Value$1.0M (-$114.0K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares28,409 from 28,382

Change+27 (+0%)

Value$947.4K (-$48.5K)

Filed 2026-11-03

Everhart Financial Group, Inc.

INCREASED

Shares27,399 from 25,463

Change+1,936 (+8%)

Value$913.8K (+$20.3K)

Filed 2026-10-08

Oregon Public Employees Retirement Fund

DECREASED

Shares27,020 from 27,220

Change-200 (-1%)

Value$901.1K (-$54.0K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares26,766 from 17,408

Change+9,358 (+54%)

Value$892.6K (+$281.8K)

Filed 2026-11-05

First Citizens Bank & Trust Co

UNCHANGED

Shares26,072 from 26,072

Change0 (0%)

Value$869.5K (-$45.4K)

Filed 2026-10-14

Welch Group, LLC

UNCHANGED

Shares26,047 from 26,047

Change0 (0%)

Value$868.7K (-$45.3K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares25,825 from 30,900

Change-5,075 (-16%)

Value$867.2K (-$231.3K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares25,316 from 26,715

Change-1,399 (-5%)

Value$844.3K (-$93.1K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares24,945 from 44,700

Change-19,755 (-44%)

Value$831 (-$1.6M)

Filed 2026-10-15

Savant Capital, LLC

DECREASED

Shares24,612 from 42,451

Change-17,839 (-42%)

Value$820.8K (-$596.5K)

Filed 2026-11-06

HB Wealth Management, LLC

INCREASED

Shares21,867 from 20,601

Change+1,266 (+6%)

Value$729.3K (+$6.4K)

Filed 2026-10-23

Amundi

INCREASED

Shares20,003 from 18,105

Change+1,898 (+10%)

Value$667.1K (+$31.8K)

Filed 2026-11-06

Cap Partners, LLC

INCREASED

Shares19,991 from 19,851

Change+140 (+1%)

Value$666.7K (-$29.9K)

Filed 2026-10-19

Inspire Investing, LLC

DECREASED

Shares19,096 from 19,247

Change-151 (-1%)

Value$636.9K (-$38.5K)

Filed 2026-10-22

Jefferies Financial Group Inc.

INCREASED

Shares18,900 from 9,528

Change+9,372 (+98%)

Value$630.3K (+$296.0K)

Filed 2026-11-05

Csenge Advisory Group

INCREASED

Shares18,671 from 18,548

Change+123 (+1%)

Value$622.7K (-$28.2K)

Filed 2026-11-04

Keystone Financial Group, Inc.

INCREASED

Shares18,269 from 18,245

Change+24 (+0%)

Value$614.0K (-$30.8K)

Filed 2026-10-13

Patriot Investment Management Group, Inc.

UNCHANGED

Shares17,858 from 17,858

Change0 (0%)

Value$595.6K (-$31.1K)

Filed 2026-10-15

Pictet Asset Management Holding SA

DECREASED

Shares17,418 from 18,404

Change-986 (-5%)

Value$580.9K (-$64.9K)

Filed 2026-11-03

Salzhauer Michael

UNCHANGED

Shares17,032 from 17,032

Change0 (0%)

Value$568.0K (-$29.6K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares16,732 from 16,727

Change+5 (+0%)

Value$558.0K (-$28.9K)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares16,282 from 15,928

Change+354 (+2%)

Value$543.0K (-$15.9K)

Filed 2026-10-30

Regions Financial Corp

INCREASED

Shares16,193 from 16,027

Change+166 (+1%)

Value$540.0K (-$22.4K)

Filed 2026-11-05

Continental Advisors LLC

UNCHANGED

Shares14,834 from 14,834

Change0 (0%)

Value$494.7K (-$25.8K)

Filed 2026-10-13

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares14,602 from 14,413

Change+189 (+1%)

Value$487.0K (-$18.8K)

Filed 2026-10-23

Daytona Street Capital LLC

UNCHANGED

Shares14,270 from 14,270

Change0 (0%)

Value$486.1K (-$19.8K)

Filed 2026-10-15

US Bancorp \de\

DECREASED

Shares14,070 from 14,085

Change-15 (0%)

Value$469.2K (-$25.0K)

Filed 2026-11-05

DekaBank Deutsche Girozentrale

NEW

Shares13,901

Change+13,901

Value$464

Filed 2026-10-27

Mutual of America Capital Management LLC

INCREASED

Shares13,759 from 13,709

Change+50 (+0%)

Value$458.9K (-$22.2K)

Filed 2026-10-23

Smith Thornton Advisors LLC

UNCHANGED

Shares13,652 from 13,652

Change0 (0%)

Value$455.3K (-$29.9K)

Filed 2026-10-16

Old Republic International Corp

NEW

Shares12,650

Change+12,650

Value$422

Filed 2026-10-26

Willis Investment Counsel

NEW

Shares11,954

Change+11,954

Value$398.7K

Filed 2026-10-20

Xponance LLC

DECREASED

Shares11,764 from 12,200

Change-436 (-4%)

Value$392.3K (-$35.8K)

Filed 2026-11-03

Choreo, LLC

DECREASED

Shares11,374 from 11,409

Change-35 (0%)

Value$388.6K (-$12.5K)

Filed 2026-10-28

CIBC Asset Management Inc

DECREASED

Shares11,065 from 11,231

Change-166 (-1%)

Value$369.0K (-$25.1K)

Filed 2026-11-05

Wagner Wealth Management, LLC

INCREASED

Shares10,728 from 10,653

Change+75 (+1%)

Value$357.8K (-$16.0K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

INCREASED

Shares9,393 from 8,669

Change+724 (+8%)

Value$313.3K (+$9.1K)

Filed 2026-11-02

Ridgepath Capital Management LLC

INCREASED

Shares9,362 from 9,297

Change+65 (+1%)

Value$312.2K (-$14.0K)

Filed 2026-10-29

Wealthcare Advisory Partners LLC

INCREASED

Shares9,266 from 7,412

Change+1,854 (+25%)

Value$309.0K (+$48.9K)

Filed 2026-10-21

MQS Management LLC

NEW

Shares9,141

Change+9,141

Value$304.9K

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares8,885 from 7,496

Change+1,389 (+19%)

Value$296.3K (+$33.3K)

Filed 2026-10-08

Swiss Life Asset Management Ltd

INCREASED

Shares8,868 from 8,606

Change+262 (+3%)

Value$295.7K (-$6.2K)

Filed 2026-11-03

Cypress Capital Group

UNCHANGED

Shares8,745 from 8,745

Change0 (0%)

Value$291.6K (-$15.2K)

Filed 2026-11-03

Merit Financial Group, LLC

INCREASED

Shares8,657 from 7,723

Change+934 (+12%)

Value$288.7K (+$17.7K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares8,576 from 7,591

Change+985 (+13%)

Value$286.0K (+$19.6K)

Filed 2026-11-02

Barlow Wealth Partners, LLC

INCREASED

Shares8,546 from 6,020

Change+2,526 (+42%)

Value$288.2K (+$79.9K)

Filed 2026-10-15

Patten & Patten Inc

UNCHANGED

Shares8,266 from 8,266

Change0 (0%)

Value$275.7K (-$14.4K)

Filed 2026-10-26

Profund Advisors LLC

DECREASED

Shares8,158 from 8,611

Change-453 (-5%)

Value$272.1K (-$30.1K)

Filed 2026-10-29

Virginia Retirement Systems ET Al

UNCHANGED

Shares7,900 from 7,900

Change0 (0%)

Value$263.5K (-$13.7K)

Filed 2026-10-28

Crossmark Global Holdings, Inc.

DECREASED

Shares7,589 from 7,822

Change-233 (-3%)

Value$253.1K (-$21.4K)

Filed 2026-10-21

Smith & Howard Wealth Management, LLC

UNCHANGED

Shares7,283 from 7,283

Change0 (0%)

Value$242.9K (-$12.7K)

Filed 2026-10-27

Equitable Trust Co

UNCHANGED

Shares7,255 from 7,255

Change0 (0%)

Value$242.0K (-$12.6K)

Filed 2026-10-13

RFG Advisory, LLC

INCREASED

Shares7,203 from 7,153

Change+50 (+1%)

Value$240.2K (-$10.8K)

Filed 2026-11-03

Praxis Investment Management Inc

UNCHANGED

Shares6,642 from 6,642

Change0 (0%)

Value$222 (-$232.8K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

INCREASED

Shares6,560 from 6,559

Change+1 (+0%)

Value$218.8K (-$11.4K)

Filed 2026-11-05

Nykredit A/S

UNCHANGED

Shares6,519 from 6,519

Change0 (0%)

Value$217.4K (-$11.3K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

DECREASED

Shares6,216 from 7,007

Change-791 (-11%)

Value$209.1K (-$38.4K)

Filed 2026-10-20

Fort Washington Investment Advisors Inc

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$200.1K (-$10.4K)

Filed 2026-10-15

Blue Trust, Inc.

INCREASED

Shares5,248 from 4,805

Change+443 (+9%)

Value$175.0K (+$6.4K)

Filed 2026-10-15

Exchange Traded Concepts, LLC

NEW

Shares4,744

Change+4,744

Value$158.2K

Filed 2026-10-28

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares4,064 from 4,064

Change0 (0%)

Value$135.5K (-$7.1K)

Filed 2026-10-15

MTM Investment Management, LLC

UNCHANGED

Shares4,045 from 4,045

Change0 (0%)

Value$134.9K (-$7.0K)

Filed 2026-10-30

KBC Group NV

UNCHANGED

Shares3,844 from 3,844

Change0 (0%)

Value$128 (-$134.9K)

Filed 2026-10-22

Versant Capital Management, Inc

INCREASED

Shares3,659 from 2,894

Change+765 (+26%)

Value$122.0K (+$20.5K)

Filed 2026-10-02

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares3,334 from 3,334

Change0 (0%)

Value$111.2K (-$5.8K)

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares3,256 from 3,256

Change0 (0%)

Value$114.3K ($0)

Filed 2026-11-06

Bayforest Capital Ltd

INCREASED

Shares3,059 from 2,263

Change+796 (+35%)

Value$102.0K (+$22.6K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares3,039 from 2,970

Change+69 (+2%)

Value$101.4K (-$2.9K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,461 from 2,424

Change+37 (+2%)

Value$82.1K (-$3.0K)

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares2,394 from 2,467

Change-73 (-3%)

Value$79.8K (-$6.7K)

Filed 2026-10-22

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$66.7K (-$3.5K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares1,596 from 1,604

Change-8 (0%)

Value$53.2K (-$3.1K)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares1,561 from 1,561

Change0 (0%)

Value$52.1K (-$2.7K)

Filed 2026-10-05

Heritage Family Offices, LLP

NEW

Shares1,385

Change+1,385

Value$46.2K

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares971 from 346

Change+625 (+181%)

Value$32.4K (+$20.2K)

Filed 2026-10-21

Root Financial Partners, LLC

NEW

Shares918

Change+918

Value$30.6K

Filed 2026-10-21

Harbor Capital Advisors, Inc.

DECREASED

Shares888 from 904

Change-16 (-2%)

Value$30 (-$32.0K)

Filed 2026-10-22

United Community Bank

NEW

Shares856

Change+856

Value$28.5K

Filed 2026-10-28

Salomon & Ludwin, LLC

UNCHANGED

Shares795 from 795

Change0 (0%)

Value$26.5K (-$2.1K)

Filed 2026-10-29

UMB Bank, n.a.

UNCHANGED

Shares694 from 694

Change0 (0%)

Value$23.1K (-$1.2K)

Filed 2026-11-06

Abound Wealth Management

UNCHANGED

Shares535 from 535

Change0 (0%)

Value$17.8K (-$931)

Filed 2026-10-26

Bare Financial Services, Inc

INCREASED

Shares527 from 453

Change+74 (+16%)

Value$17.6K (+$1.7K)

Filed 2026-11-04

Parkside Financial Bank & Trust

INCREASED

Shares521 from 405

Change+116 (+29%)

Value$17.4K (+$3.2K)

Filed 2026-10-27

Grove Bank & Trust

UNCHANGED

Shares510 from 510

Change0 (0%)

Value$17.0K (-$887)

Filed 2026-10-08

Signaturefd, LLC

UNCHANGED

Shares509 from 509

Change0 (0%)

Value$17.0K (-$886)

Filed 2026-10-23

Covestor Ltd

DECREASED

Shares481 from 507

Change-26 (-5%)

Value$16 (-$2)

Filed 2026-10-30

Investors Research Corp

UNCHANGED

Shares327 from 327

Change0 (0%)

Value$10.9K (-$569)

Filed 2026-10-07

Fortitude Family Office, LLC

INCREASED

Shares307 from 299

Change+8 (+3%)

Value$10.2K (-$254)

Filed 2026-10-14

WPG Advisers, LLC

UNCHANGED

Shares282 from 282

Change0 (0%)

Value$9.4K (-$490)

Filed 2026-10-27

Proathlete Wealth Management LLC

NEW

Shares247

Change+247

Value$8.2K

Filed 2026-10-15

Beacon Financial Strategies Corp

UNCHANGED

Shares233 from 233

Change0 (0%)

Value$7.8K (-$405)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares210 from 135

Change+75 (+56%)

Value$7.0K (+$2.3K)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares209 from 186

Change+23 (+12%)

Value$7.0K (+$444)

Filed 2026-10-26

Tributary Capital Management, LLC

NEW

Shares183

Change+183

Value$6.1K

Filed 2026-10-28

UMB Private Wealth Management, LLC

NEW

Shares173

Change+173

Value$5.8K

Filed 2026-10-19

Larson Financial Group LLC

INCREASED

Shares173 from 77

Change+96 (+125%)

Value$5.8K (+$3.1K)

Filed 2026-11-05

Hilton Head Capital Partners, LLC

UNCHANGED

Shares169 from 169

Change0 (0%)

Value$5.6K (-$294)

Filed 2026-10-23

Essential Partners LLC

INCREASED

Shares149 from 141

Change+8 (+6%)

Value$5.0K (+$21)

Filed 2026-10-14

IFP Advisors, Inc

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$4.9K (-$254)

Filed 2026-10-16

Mather Group, Llc.

INCREASED

Shares133 from 31

Change+102 (+329%)

Value$4.4K (+$3.3K)

Filed 2026-10-14

Rossby Financial, LCC

INCREASED

Shares130 from 97

Change+33 (+34%)

Value$4.3K (+$932)

Filed 2026-11-05

Farmers & Merchants Investments Inc

INCREASED

Shares118 from 67

Change+51 (+76%)

Value$3.9K (+$1.6K)

Filed 2026-10-22

JFS Wealth Advisors, LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$3.9K (-$200)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

INCREASED

Shares111 from 7

Change+104 (+1486%)

Value$3.7K (+$3.5K)

Filed 2026-10-29

Clearstead Advisors, LLC

INCREASED

Shares99 from 81

Change+18 (+22%)

Value$3.3K (+$459)

Filed 2026-11-06

GK Wealth Management LLC

NEW

Shares83

Change+83

Value$2.8K

Filed 2026-10-09

High Note Wealth, LLC

INCREASED

Shares83 from 65

Change+18 (+28%)

Value$2.8K (+$487)

Filed 2026-10-27

CX Institutional

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$2 ($0)

Filed 2026-10-02

First Horizon Corp

DECREASED

Shares61 from 1,028

Change-967 (-94%)

Value$2.0K (-$34.0K)

Filed 2026-10-26

Clark Wealth Partners

NEW

Shares57

Change+57

Value$1.9K

Filed 2026-10-19

Torren Management, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.5K (-$71)

Filed 2026-10-29

Creative Capital Management Investments LLC

INCREASED

Shares43 from 41

Change+2 (+5%)

Value$1.4K (-$5)

Filed 2026-10-28

True Wealth Design, LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$1.3K (-$68)

Filed 2026-10-13

Valley National Advisers Inc

NEW

Shares34

Change+34

Value$1.1K

Filed 2026-10-23

Retirement Wealth Solutions LLC

DECREASED

Shares29 from 34

Change-5 (-15%)

Value$968 (-$226)

Filed 2026-10-07

Signature Equity Partners, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$934 (-$49)

Filed 2026-10-29

Owl Creek Wealth Partners LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$834 (-$44)

Filed 2026-10-20

Ascentis Wealth Management, LLC

NEW

Shares24

Change+24

Value$800

Filed 2026-11-03

Bay Harbor Wealth Management, LLC

INCREASED

Shares21 from 15

Change+6 (+40%)

Value$706 (+$180)

Filed 2026-11-03

SBI Securities Co., Ltd.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$700 (-$37)

Filed 2026-10-22

Hughes Financial Services, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$781 (+$44)

Filed 2026-10-30

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$667 (-$35)

Filed 2026-10-16

Gilpin Wealth Management, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$501 (-$26)

Filed 2026-10-09

Bell Investment Advisors, Inc

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$501 (-$26)

Filed 2026-10-29

Davis Capital Management

INCREASED

Shares11 from 6

Change+5 (+83%)

Value$367 (+$156)

Filed 2026-10-08

Financial Consulate, Inc

NEW

Shares9

Change+9

Value$301

Filed 2026-10-23

DecisionPoint Financial, LLC

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$169 (+$24)

Filed 2026-10-27

Manchester Capital Management LLC

NEW

Shares4

Change+4

Value$134

Filed 2026-10-22

Meriwether Wealth & Planning, LLC

NEW

Shares4

Change+4

Value$133

Filed 2026-10-13

RHL Group, LLC

NEW

Shares2

Change+2

Value$67

Filed 2026-11-04

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$34 (-$2)

Filed 2026-10-15

Natixis

CLOSED

Shares0 from 105,200

Change-105,200 (-100%)

Value$0 (-$3.7M)

Filed 2026-11-06

Wesbanco Bank Inc

CLOSED

Shares0 from 58,400

Change-58,400 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-04

Alps Advisors Inc

CLOSED

Shares0 from 16,692

Change-16,692 (-100%)

Value$0 (-$585.7K)

Filed 2026-11-03

Fulcrum Asset Management LLP

CLOSED

Shares0 from 166

Change-166 (-100%)

Value$0 (-$5.9K)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$983)

Filed 2026-11-04

Avion Wealth

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 ($0)

Filed 2026-11-04

Evolution Advisers, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 ($0)

Filed 2026-11-06

Navigoe, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 17,508,114

Change-17,508,114 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 8,117,742

Change-8,117,742 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,027,052

Change-8,027,052 (-100%)

Value—

State Street Corp

N/A

Shares— from 6,538,953

Change-6,538,953 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 5,421,389

Change-5,421,389 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 3,519,022

Change-3,519,022 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 3,232,896

Change-3,232,896 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,214,478

Change-2,214,478 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,773,844

Change-1,773,844 (-100%)

Value—

Snyder Capital Management L P

N/A

Shares— from 1,640,886

Change-1,640,886 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 1,606,581

Change-1,606,581 (-100%)

Value—

Norges Bank

N/A

Shares— from 1,523,614

Change-1,523,614 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,501,475

Change-1,501,475 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,443,555

Change-1,443,555 (-100%)

Value—

Vaughan Nelson Investment Management, L.P.

N/A

Shares— from 1,434,797

Change-1,434,797 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 1,406,300

Change-1,406,300 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,102,640

Change-1,102,640 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,052,438

Change-1,052,438 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,017,671

Change-1,017,671 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 926,155

Change-926,155 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 874,986

Change-874,986 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 871,016

Change-871,016 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 796,001

Change-796,001 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 712,727

Change-712,727 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 703,102

Change-703,102 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 635,295

Change-635,295 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 628,256

Change-628,256 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 514,498

Change-514,498 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 411,165

Change-411,165 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 404,779

Change-404,779 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 391,226

Change-391,226 (-100%)

Value—

Interval Partners, LP

N/A

Shares— from 355,933

Change-355,933 (-100%)

Value—

Aristotle Capital Boston, LLC

N/A

Shares— from 340,716

Change-340,716 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 330,969

Change-330,969 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 309,692

Change-309,692 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 304,256

Change-304,256 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 290,166

Change-290,166 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 269,263

Change-269,263 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 268,602

Change-268,602 (-100%)

Value—

UBS Group AG

N/A

Shares— from 262,409

Change-262,409 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 261,996

Change-261,996 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 261,881

Change-261,881 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 254,136

Change-254,136 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 241,877

Change-241,877 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 241,611

Change-241,611 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 240,200

Change-240,200 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 237,655

Change-237,655 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 236,668

Change-236,668 (-100%)

Value—

Blair William & Co

N/A

Shares— from 217,555

Change-217,555 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 214,390

Change-214,390 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 201,678

Change-201,678 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 200,869

Change-200,869 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 182,467

Change-182,467 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 175,106

Change-175,106 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 160,467

Change-160,467 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 158,964

Change-158,964 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 154,889

Change-154,889 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 154,456

Change-154,456 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 149,203

Change-149,203 (-100%)

Value—

Invenomic Capital Management LP

N/A

Shares— from 141,162

Change-141,162 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 137,569

Change-137,569 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 133,937

Change-133,937 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 126,831

Change-126,831 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 122,230

Change-122,230 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 118,334

Change-118,334 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 118,171

Change-118,171 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 112,521

Change-112,521 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 108,934

Change-108,934 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 105,403

Change-105,403 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 103,338

Change-103,338 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 101,990

Change-101,990 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 99,185

Change-99,185 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 97,507

Change-97,507 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 96,892

Change-96,892 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 95,228

Change-95,228 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 94,995

Change-94,995 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 89,080

Change-89,080 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 85,135

Change-85,135 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 83,515

Change-83,515 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 82,613

Change-82,613 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 76,117

Change-76,117 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 70,384

Change-70,384 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 69,744

Change-69,744 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 66,857

Change-66,857 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 66,558

Change-66,558 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 62,619

Change-62,619 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 62,183

Change-62,183 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 61,587

Change-61,587 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 59,149

Change-59,149 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 56,264

Change-56,264 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 56,135

Change-56,135 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 55,543

Change-55,543 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 53,636

Change-53,636 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 51,902

Change-51,902 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 49,303

Change-49,303 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 48,011

Change-48,011 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 45,084

Change-45,084 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 44,370

Change-44,370 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 40,893

Change-40,893 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 39,623

Change-39,623 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 36,887

Change-36,887 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 36,718

Change-36,718 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 36,108

Change-36,108 (-100%)

Value—

Elo Mutual Pension Insurance Co

N/A

Shares— from 35,882

Change-35,882 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 34,439

Change-34,439 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 33,287

Change-33,287 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 33,100

Change-33,100 (-100%)

Value—

Man Group plc

N/A

Shares— from 33,024

Change-33,024 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 31,156

Change-31,156 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 30,672

Change-30,672 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 29,941

Change-29,941 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 29,787

Change-29,787 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 29,304

Change-29,304 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 28,716

Change-28,716 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 28,258

Change-28,258 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 26,800

Change-26,800 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 26,443

Change-26,443 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 26,416

Change-26,416 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 26,359

Change-26,359 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 25,591

Change-25,591 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 24,092

Change-24,092 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 23,731

Change-23,731 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 23,225

Change-23,225 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 23,000

Change-23,000 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 21,231

Change-21,231 (-100%)

Value—

&partners

N/A

Shares— from 19,808

Change-19,808 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 19,748

Change-19,748 (-100%)

Value—

Rather & Kittrell, Inc.

N/A

Shares— from 18,763

Change-18,763 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 18,736

Change-18,736 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 18,417

Change-18,417 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 17,515

Change-17,515 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 15,995

Change-15,995 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 15,847

Change-15,847 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 15,827

Change-15,827 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 15,513

Change-15,513 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,416

Change-15,416 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 15,247

Change-15,247 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 15,051

Change-15,051 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 14,907

Change-14,907 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 14,486

Change-14,486 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 14,442

Change-14,442 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 14,319

Change-14,319 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 13,949

Change-13,949 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 13,802

Change-13,802 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 13,613

Change-13,613 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,611

Change-13,611 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,391

Change-13,391 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,201

Change-13,201 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 12,204

Change-12,204 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 12,139

Change-12,139 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 12,074

Change-12,074 (-100%)

Value—

iSAM Funds (UK) Ltd

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,927

Change-11,927 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 11,251

Change-11,251 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 11,234

Change-11,234 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 11,111

Change-11,111 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 10,967

Change-10,967 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 10,671

Change-10,671 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 9,411

Change-9,411 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 9,317

Change-9,317 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 9,195

Change-9,195 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,156

Change-9,156 (-100%)

Value—

OneAscent Wealth Management LLC

N/A

Shares— from 8,955

Change-8,955 (-100%)

Value—

Resolute Wealth Strategies, LLC

N/A

Shares— from 8,627

Change-8,627 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 8,448

Change-8,448 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 8,076

Change-8,076 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 7,940

Change-7,940 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 7,783

Change-7,783 (-100%)

Value—

Hanover Advisors Inc

N/A

Shares— from 7,059

Change-7,059 (-100%)

Value—

Farringdon Capital, Ltd.

N/A

Shares— from 6,889

Change-6,889 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 6,503

Change-6,503 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 6,330

Change-6,330 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,160

Change-6,160 (-100%)

Value—

Lbmc Investment Advisors, LLC

N/A

Shares— from 6,107

Change-6,107 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 6,006

Change-6,006 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,979

Change-5,979 (-100%)

Value—

Cvfg LLC

N/A

Shares— from 5,847

Change-5,847 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 3,491

Change-3,491 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 2,662

Change-2,662 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,420

Change-2,420 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 2,310

Change-2,310 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1,963

Change-1,963 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,551

Change-1,551 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,533

Change-1,533 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 1,256

Change-1,256 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,097

Change-1,097 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,048

Change-1,048 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 970

Change-970 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 745

Change-745 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 514

Change-514 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

Quarry LP

N/A

Shares— from 350

Change-350 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 300

Change-300 (-100%)

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Colonial Trust Co / SC

N/A

Shares— from 292

Change-292 (-100%)

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Rothschild Investment LLC

N/A

Shares— from 289

Change-289 (-100%)

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Pinnacle Holdings, LLC

N/A

Shares— from 220

Change-220 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 179

Change-179 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 158

Change-158 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 150

Change-150 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 146

Change-146 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 142

Change-142 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 142

Change-142 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 130

Change-130 (-100%)

Value—

S&T Bank

N/A

Shares— from 103

Change-103 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 79

Change-79 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 73

Change-73 (-100%)

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Fiduciary Financial Advisors

N/A

Shares— from 65

Change-65 (-100%)

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Manning & Napier Advisors LLC

N/A

Shares— from 62

Change-62 (-100%)

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Ameriflex Group, Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 30

Change-30 (-100%)

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JPL Wealth Management, LLC

N/A

Shares— from 25

Change-25 (-100%)

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HFM Investment Advisors, LLC

N/A

Shares— from 15

Change-15 (-100%)

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Ankerstar Wealth, LLC

N/A

Shares— from 10

Change-10 (-100%)

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LRI Investments, LLC

N/A

Shares— from 7

Change-7 (-100%)

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Cordant, Inc.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

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Dunhill Financial, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	6,759,321	6,641,192	+118,129	+2%	$233.0M	$225.4M	-$7.6M	2026-11-04
Geode Capital Management, LLC	DECREASED	3,117,334	3,118,742	-1,408	0%	$109.5M	$104.0M	-$5.5M	2026-11-06
Bank of New York Mellon Corp	DECREASED	1,550,306	1,572,963	-22,657	-1%	$55.2M	$51.7M	-$3.5M	2026-11-05
Principal Financial Group Inc	INCREASED	863,061	780,281	+82,780	+11%	$27.4M	$28.8M	+$1.4M	2026-11-02
Fisher Asset Management, LLC	DECREASED	848,529	944,829	-96,300	-10%	$33.2M	$28.3M	-$4.9M	2026-11-06
ProShare Advisors LLC	INCREASED	297,968	211,945	+86,023	+41%	$7.4M	$9.9M	+$2.5M	2026-10-29
Thrivent Financial for Lutherans	DECREASED	190,638	195,960	-5,322	-3%	$6.9M	$6.4K	-$6.9M	2026-11-05
Russell Investments Group, Ltd.	INCREASED	146,137	141,067	+5,070	+4%	$5.0M	$4.9M	-$76.4K	2026-11-06
Deutsche Bank Ag\	DECREASED	117,708	126,435	-8,727	-7%	$4.4M	$3.9M	-$511.0K	2026-11-06
New York State Teachers Retirement System	DECREASED	93,210	104,774	-11,564	-11%	$3.7M	$3.1K	-$3.7M	2026-10-22
Citigroup Inc	DECREASED	91,431	128,016	-36,585	-29%	$4.5M	$3.0M	-$1.4M	2026-11-04
LPL Financial LLC	INCREASED	71,292	51,159	+20,133	+39%	$1.8M	$2.4M	+$582.4K	2026-11-06
Barclays PLC	INCREASED	71,096	58,509	+12,587	+22%	$2.1M	$2.4M	+$318.0K	2026-11-06
Diversified Trust Co	INCREASED	69,533	66,890	+2,643	+4%	$2.3M	$2.3M	-$28.2K	2026-11-06
Great Lakes Advisors, LLC	DECREASED	62,933	105,387	-42,454	-40%	$3.7M	$2.1M	-$1.6M	2026-11-06
Illinois Municipal Retirement Fund	DECREASED	60,968	61,681	-713	-1%	$2.2M	$2.0M	-$131.1K	2026-11-05
Strs Ohio	INCREASED	56,500	18,600	+37,900	+204%	$652.7K	$1.9M	+$1.2M	2026-10-30
State of New Jersey Common Pension Fund D	DECREASED	55,550	60,751	-5,201	-9%	$2.1M	$1.9M	-$279.2K	2026-11-05
Oppenheimer Asset Management Inc.	DECREASED	52,706	52,908	-202	0%	$1.9M	$1.8M	-$98.8K	2026-10-27
Louisiana State Employees Retirement System	DECREASED	51,400	52,500	-1,100	-2%	$1.8M	$1.7M	-$128.0K	2026-10-20
Eastover Investment Advisors LLC	DECREASED	42,633	42,688	-55	0%	$1.5M	$1.4M	-$76.1K	2026-10-05
Cambiar Investors LLC	DECREASED	41,519	52,031	-10,512	-20%	$1.8M	$1.4M	-$441.1K	2026-11-04
Family Legacy, Inc.	DECREASED	38,524	38,793	-269	-1%	$1.4M	$1.3M	-$76.5K	2026-10-13
Arizona State Retirement System	INCREASED	33,725	33,024	+701	+2%	$1.2M	$1.1M	-$34.1K	2026-11-03
Mayfair Advisory Group, LLC	UNCHANGED	33,098	33,098	0	0%	$1.2M	$1.1M	-$62.9K	2026-10-20
DMC Group, LLC	DECREASED	32,518	41,718	-9,200	-22%	$1.5M	$1.1M	-$379.4K	2026-10-26
Amalgamated Bank	DECREASED	31,306	32,224	-918	-3%	$1.1M	$1.0K	-$1.1M	2026-10-23
Moody National Bank Trust Division	INCREASED	31,180	26,568	+4,612	+17%	$932.3K	$1.0M	+$107.6K	2026-10-06
Yousif Capital Management, LLC	DECREASED	30,527	32,263	-1,736	-5%	$1.1M	$1.0M	-$114.0K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	28,409	28,382	+27	+0%	$995.9K	$947.4K	-$48.5K	2026-11-03
Everhart Financial Group, Inc.	INCREASED	27,399	25,463	+1,936	+8%	$893.5K	$913.8K	+$20.3K	2026-10-08
Oregon Public Employees Retirement Fund	DECREASED	27,020	27,220	-200	-1%	$955.2K	$901.1K	-$54.0K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	26,766	17,408	+9,358	+54%	$610.8K	$892.6K	+$281.8K	2026-11-05
First Citizens Bank & Trust Co	UNCHANGED	26,072	26,072	0	0%	$914.9K	$869.5K	-$45.4K	2026-10-14
Welch Group, LLC	UNCHANGED	26,047	26,047	0	0%	$914.0K	$868.7K	-$45.3K	2026-10-29
Wealth Enhancement Advisory Services, LLC	DECREASED	25,825	30,900	-5,075	-16%	$1.1M	$867.2K	-$231.3K	2026-10-13
Fifth Third Bancorp	DECREASED	25,316	26,715	-1,399	-5%	$937.4K	$844.3K	-$93.1K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	24,945	44,700	-19,755	-44%	$1.6M	$831	-$1.6M	2026-10-15
Savant Capital, LLC	DECREASED	24,612	42,451	-17,839	-42%	$1.4M	$820.8K	-$596.5K	2026-11-06
HB Wealth Management, LLC	INCREASED	21,867	20,601	+1,266	+6%	$722.9K	$729.3K	+$6.4K	2026-10-23
Amundi	INCREASED	20,003	18,105	+1,898	+10%	$635.3K	$667.1K	+$31.8K	2026-11-06
Cap Partners, LLC	INCREASED	19,991	19,851	+140	+1%	$696.6K	$666.7K	-$29.9K	2026-10-19
Inspire Investing, LLC	DECREASED	19,096	19,247	-151	-1%	$675.4K	$636.9K	-$38.5K	2026-10-22
Jefferies Financial Group Inc.	INCREASED	18,900	9,528	+9,372	+98%	$334.3K	$630.3K	+$296.0K	2026-11-05
Csenge Advisory Group	INCREASED	18,671	18,548	+123	+1%	$650.9K	$622.7K	-$28.2K	2026-11-04
Keystone Financial Group, Inc.	INCREASED	18,269	18,245	+24	+0%	$644.8K	$614.0K	-$30.8K	2026-10-13
Patriot Investment Management Group, Inc.	UNCHANGED	17,858	17,858	0	0%	$626.6K	$595.6K	-$31.1K	2026-10-15
Pictet Asset Management Holding SA	DECREASED	17,418	18,404	-986	-5%	$645.8K	$580.9K	-$64.9K	2026-11-03
Salzhauer Michael	UNCHANGED	17,032	17,032	0	0%	$597.7K	$568.0K	-$29.6K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	16,732	16,727	+5	+0%	$587.0K	$558.0K	-$28.9K	2026-11-06
Truist Financial Corp	INCREASED	16,282	15,928	+354	+2%	$558.9K	$543.0K	-$15.9K	2026-10-30
Regions Financial Corp	INCREASED	16,193	16,027	+166	+1%	$562.4K	$540.0K	-$22.4K	2026-11-05
Continental Advisors LLC	UNCHANGED	14,834	14,834	0	0%	$520.5K	$494.7K	-$25.8K	2026-10-13
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	14,602	14,413	+189	+1%	$505.8K	$487.0K	-$18.8K	2026-10-23
Daytona Street Capital LLC	UNCHANGED	14,270	14,270	0	0%	$505.9K	$486.1K	-$19.8K	2026-10-15
US Bancorp \de\	DECREASED	14,070	14,085	-15	0%	$494.2K	$469.2K	-$25.0K	2026-11-05
DekaBank Deutsche Girozentrale	NEW	13,901	—	+13,901	—	—	$464	—	2026-10-27
Mutual of America Capital Management LLC	INCREASED	13,759	13,709	+50	+0%	$481.0K	$458.9K	-$22.2K	2026-10-23
Smith Thornton Advisors LLC	UNCHANGED	13,652	13,652	0	0%	$485.2K	$455.3K	-$29.9K	2026-10-16
Old Republic International Corp	NEW	12,650	—	+12,650	—	—	$422	—	2026-10-26
Willis Investment Counsel	NEW	11,954	—	+11,954	—	—	$398.7K	—	2026-10-20
Xponance LLC	DECREASED	11,764	12,200	-436	-4%	$428.1K	$392.3K	-$35.8K	2026-11-03
Choreo, LLC	DECREASED	11,374	11,409	-35	0%	$401.1K	$388.6K	-$12.5K	2026-10-28
CIBC Asset Management Inc	DECREASED	11,065	11,231	-166	-1%	$394.1K	$369.0K	-$25.1K	2026-11-05
Wagner Wealth Management, LLC	INCREASED	10,728	10,653	+75	+1%	$373.8K	$357.8K	-$16.0K	2026-10-21
Commonwealth Equity Services, LLC	INCREASED	9,393	8,669	+724	+8%	$304.2K	$313.3K	+$9.1K	2026-11-02
Ridgepath Capital Management LLC	INCREASED	9,362	9,297	+65	+1%	$326.2K	$312.2K	-$14.0K	2026-10-29
Wealthcare Advisory Partners LLC	INCREASED	9,266	7,412	+1,854	+25%	$260.1K	$309.0K	+$48.9K	2026-10-21
MQS Management LLC	NEW	9,141	—	+9,141	—	—	$304.9K	—	2026-11-06
Gamma Investing LLC	INCREASED	8,885	7,496	+1,389	+19%	$263.0K	$296.3K	+$33.3K	2026-10-08
Swiss Life Asset Management Ltd	INCREASED	8,868	8,606	+262	+3%	$302.0K	$295.7K	-$6.2K	2026-11-03
Cypress Capital Group	UNCHANGED	8,745	8,745	0	0%	$306.9K	$291.6K	-$15.2K	2026-11-03
Merit Financial Group, LLC	INCREASED	8,657	7,723	+934	+12%	$271.0K	$288.7K	+$17.7K	2026-11-06
Creative Planning	INCREASED	8,576	7,591	+985	+13%	$266.4K	$286.0K	+$19.6K	2026-11-02
Barlow Wealth Partners, LLC	INCREASED	8,546	6,020	+2,526	+42%	$208.2K	$288.2K	+$79.9K	2026-10-15
Patten & Patten Inc	UNCHANGED	8,266	8,266	0	0%	$290.1K	$275.7K	-$14.4K	2026-10-26
Profund Advisors LLC	DECREASED	8,158	8,611	-453	-5%	$302.2K	$272.1K	-$30.1K	2026-10-29
Virginia Retirement Systems ET Al	UNCHANGED	7,900	7,900	0	0%	$277.2K	$263.5K	-$13.7K	2026-10-28
Crossmark Global Holdings, Inc.	DECREASED	7,589	7,822	-233	-3%	$274.5K	$253.1K	-$21.4K	2026-10-21
Smith & Howard Wealth Management, LLC	UNCHANGED	7,283	7,283	0	0%	$255.5K	$242.9K	-$12.7K	2026-10-27
Equitable Trust Co	UNCHANGED	7,255	7,255	0	0%	$254.6K	$242.0K	-$12.6K	2026-10-13
RFG Advisory, LLC	INCREASED	7,203	7,153	+50	+1%	$251.0K	$240.2K	-$10.8K	2026-11-03
Praxis Investment Management Inc	UNCHANGED	6,642	6,642	0	0%	$233.0K	$222	-$232.8K	2026-11-03
J.W. Cole Advisors, Inc.	INCREASED	6,560	6,559	+1	+0%	$230.2K	$218.8K	-$11.4K	2026-11-05
Nykredit A/S	UNCHANGED	6,519	6,519	0	0%	$228.8K	$217.4K	-$11.3K	2026-11-06
Nisa Investment Advisors, LLC	DECREASED	6,216	7,007	-791	-11%	$247.5K	$209.1K	-$38.4K	2026-10-20
Fort Washington Investment Advisors Inc	UNCHANGED	6,000	6,000	0	0%	$210.5K	$200.1K	-$10.4K	2026-10-15
Blue Trust, Inc.	INCREASED	5,248	4,805	+443	+9%	$168.6K	$175.0K	+$6.4K	2026-10-15
Exchange Traded Concepts, LLC	NEW	4,744	—	+4,744	—	—	$158.2K	—	2026-10-28
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	4,064	4,064	0	0%	$142.6K	$135.5K	-$7.1K	2026-10-15
MTM Investment Management, LLC	UNCHANGED	4,045	4,045	0	0%	$141.9K	$134.9K	-$7.0K	2026-10-30
KBC Group NV	UNCHANGED	3,844	3,844	0	0%	$135.0K	$128	-$134.9K	2026-10-22
Versant Capital Management, Inc	INCREASED	3,659	2,894	+765	+26%	$101.6K	$122.0K	+$20.5K	2026-10-02
Beacon Investment Advisory Services, Inc.	UNCHANGED	3,334	3,334	0	0%	$117.0K	$111.2K	-$5.8K	2026-10-13
Allworth Financial LP	UNCHANGED	3,256	3,256	0	0%	$114.3K	$114.3K	$0	2026-11-06
Bayforest Capital Ltd	INCREASED	3,059	2,263	+796	+35%	$79.4K	$102.0K	+$22.6K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	3,039	2,970	+69	+2%	$104.2K	$101.4K	-$2.9K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,461	2,424	+37	+2%	$85.1K	$82.1K	-$3.0K	2026-10-27
Sterling Capital Management LLC	DECREASED	2,394	2,467	-73	-3%	$86.6K	$79.8K	-$6.7K	2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	UNCHANGED	2,000	2,000	0	0%	$70.2K	$66.7K	-$3.5K	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	1,596	1,604	-8	0%	$56.3K	$53.2K	-$3.1K	2026-11-04
MassMutual Private Wealth & Trust, FSB	UNCHANGED	1,561	1,561	0	0%	$54.8K	$52.1K	-$2.7K	2026-10-05
Heritage Family Offices, LLP	NEW	1,385	—	+1,385	—	—	$46.2K	—	2026-11-02
Assetmark, Inc	INCREASED	971	346	+625	+181%	$12.1K	$32.4K	+$20.2K	2026-10-21
Root Financial Partners, LLC	NEW	918	—	+918	—	—	$30.6K	—	2026-10-21
Harbor Capital Advisors, Inc.	DECREASED	888	904	-16	-2%	$32.0K	$30	-$32.0K	2026-10-22
United Community Bank	NEW	856	—	+856	—	—	$28.5K	—	2026-10-28
Salomon & Ludwin, LLC	UNCHANGED	795	795	0	0%	$28.7K	$26.5K	-$2.1K	2026-10-29
UMB Bank, n.a.	UNCHANGED	694	694	0	0%	$24.4K	$23.1K	-$1.2K	2026-11-06
Abound Wealth Management	UNCHANGED	535	535	0	0%	$18.8K	$17.8K	-$931	2026-10-26
Bare Financial Services, Inc	INCREASED	527	453	+74	+16%	$15.9K	$17.6K	+$1.7K	2026-11-04
Parkside Financial Bank & Trust	INCREASED	521	405	+116	+29%	$14.2K	$17.4K	+$3.2K	2026-10-27
Grove Bank & Trust	UNCHANGED	510	510	0	0%	$17.9K	$17.0K	-$887	2026-10-08
Signaturefd, LLC	UNCHANGED	509	509	0	0%	$17.9K	$17.0K	-$886	2026-10-23
Covestor Ltd	DECREASED	481	507	-26	-5%	$18	$16	-$2	2026-10-30
Investors Research Corp	UNCHANGED	327	327	0	0%	$11.5K	$10.9K	-$569	2026-10-07
Fortitude Family Office, LLC	INCREASED	307	299	+8	+3%	$10.5K	$10.2K	-$254	2026-10-14
WPG Advisers, LLC	UNCHANGED	282	282	0	0%	$9.9K	$9.4K	-$490	2026-10-27
Proathlete Wealth Management LLC	NEW	247	—	+247	—	—	$8.2K	—	2026-10-15
Beacon Financial Strategies Corp	UNCHANGED	233	233	0	0%	$8.2K	$7.8K	-$405	2026-10-14
Parallel Advisors, LLC	INCREASED	210	135	+75	+56%	$4.7K	$7.0K	+$2.3K	2026-11-03
SJS Investment Consulting Inc.	INCREASED	209	186	+23	+12%	$6.5K	$7.0K	+$444	2026-10-26
Tributary Capital Management, LLC	NEW	183	—	+183	—	—	$6.1K	—	2026-10-28
UMB Private Wealth Management, LLC	NEW	173	—	+173	—	—	$5.8K	—	2026-10-19
Larson Financial Group LLC	INCREASED	173	77	+96	+125%	$2.7K	$5.8K	+$3.1K	2026-11-05
Hilton Head Capital Partners, LLC	UNCHANGED	169	169	0	0%	$5.9K	$5.6K	-$294	2026-10-23
Essential Partners LLC	INCREASED	149	141	+8	+6%	$4.9K	$5.0K	+$21	2026-10-14
IFP Advisors, Inc	UNCHANGED	146	146	0	0%	$5.1K	$4.9K	-$254	2026-10-16
Mather Group, Llc.	INCREASED	133	31	+102	+329%	$1.1K	$4.4K	+$3.3K	2026-10-14
Rossby Financial, LCC	INCREASED	130	97	+33	+34%	$3.4K	$4.3K	+$932	2026-11-05
Farmers & Merchants Investments Inc	INCREASED	118	67	+51	+76%	$2.4K	$3.9K	+$1.6K	2026-10-22
JFS Wealth Advisors, LLC	UNCHANGED	115	115	0	0%	$4.1K	$3.9K	-$200	2026-11-03
Caitong International Asset Management Co., Ltd	INCREASED	111	7	+104	+1486%	$246	$3.7K	+$3.5K	2026-10-29
Clearstead Advisors, LLC	INCREASED	99	81	+18	+22%	$2.8K	$3.3K	+$459	2026-11-06
GK Wealth Management LLC	NEW	83	—	+83	—	—	$2.8K	—	2026-10-09
High Note Wealth, LLC	INCREASED	83	65	+18	+28%	$2.3K	$2.8K	+$487	2026-10-27
CX Institutional	UNCHANGED	64	64	0	0%	$2	$2	$0	2026-10-02
First Horizon Corp	DECREASED	61	1,028	-967	-94%	$36.1K	$2.0K	-$34.0K	2026-10-26
Clark Wealth Partners	NEW	57	—	+57	—	—	$1.9K	—	2026-10-19
Torren Management, LLC	UNCHANGED	46	46	0	0%	$1.6K	$1.5K	-$71	2026-10-29
Creative Capital Management Investments LLC	INCREASED	43	41	+2	+5%	$1.4K	$1.4K	-$5	2026-10-28
True Wealth Design, LLC	UNCHANGED	39	39	0	0%	$1.4K	$1.3K	-$68	2026-10-13
Valley National Advisers Inc	NEW	34	—	+34	—	—	$1.1K	—	2026-10-23
Retirement Wealth Solutions LLC	DECREASED	29	34	-5	-15%	$1.2K	$968	-$226	2026-10-07
Signature Equity Partners, LLC	UNCHANGED	28	28	0	0%	$983	$934	-$49	2026-10-29
Owl Creek Wealth Partners LLC	UNCHANGED	25	25	0	0%	$878	$834	-$44	2026-10-20
Ascentis Wealth Management, LLC	NEW	24	—	+24	—	—	$800	—	2026-11-03
Bay Harbor Wealth Management, LLC	INCREASED	21	15	+6	+40%	$526	$706	+$180	2026-11-03
SBI Securities Co., Ltd.	UNCHANGED	21	21	0	0%	$737	$700	-$37	2026-10-22
Hughes Financial Services, LLC	UNCHANGED	21	21	0	0%	$737	$781	+$44	2026-10-30
DiNuzzo Private Wealth, Inc.	UNCHANGED	20	20	0	0%	$702	$667	-$35	2026-10-16
Gilpin Wealth Management, LLC	UNCHANGED	15	15	0	0%	$527	$501	-$26	2026-10-09
Bell Investment Advisors, Inc	UNCHANGED	15	15	0	0%	$527	$501	-$26	2026-10-29
Davis Capital Management	INCREASED	11	6	+5	+83%	$211	$367	+$156	2026-10-08
Financial Consulate, Inc	NEW	9	—	+9	—	—	$301	—	2026-10-23
DecisionPoint Financial, LLC	INCREASED	5	4	+1	+25%	$145	$169	+$24	2026-10-27
Manchester Capital Management LLC	NEW	4	—	+4	—	—	$134	—	2026-10-22
Meriwether Wealth & Planning, LLC	NEW	4	—	+4	—	—	$133	—	2026-10-13
RHL Group, LLC	NEW	2	—	+2	—	—	$67	—	2026-11-04
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$36	$34	-$2	2026-10-15
Natixis	CLOSED	0	105,200	-105,200	-100%	$3.7M	$0	-$3.7M	2026-11-06
Wesbanco Bank Inc	CLOSED	0	58,400	-58,400	-100%	$2.0M	$0	-$2.0M	2026-11-04
Alps Advisors Inc	CLOSED	0	16,692	-16,692	-100%	$585.7K	$0	-$585.7K	2026-11-03
Fulcrum Asset Management LLP	CLOSED	0	166	-166	-100%	$5.9K	$0	-$5.9K	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	28	-28	-100%	$983	$0	-$983	2026-11-04
Avion Wealth	CLOSED	0	20	-20	-100%	$0	$0	$0	2026-11-04
Evolution Advisers, Inc.	CLOSED	0	10	-10	-100%	$0	$0	$0	2026-11-06
Navigoe, LLC	CLOSED	0	7	-7	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	17,508,114	-17,508,114	-100%	$614.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	8,117,742	-8,117,742	-100%	$284.9M	—	—	—
FMR LLC	N/A	—	8,027,052	-8,027,052	-100%	$281.7M	—	—	—
State Street Corp	N/A	—	6,538,953	-6,538,953	-100%	$231.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	5,421,389	-5,421,389	-100%	$190.2M	—	—	—
Neuberger Berman Group LLC	N/A	—	3,519,022	-3,519,022	-100%	$123.5M	—	—	—
Earnest Partners LLC	N/A	—	3,232,896	-3,232,896	-100%	$113.4M	—	—	—
Invesco Ltd.	N/A	—	2,214,478	-2,214,478	-100%	$77.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,773,844	-1,773,844	-100%	$62.2M	—	—	—
Snyder Capital Management L P	N/A	—	1,640,886	-1,640,886	-100%	$57.6M	—	—	—
Nomura Asset Management International Inc.	N/A	—	1,606,581	-1,606,581	-100%	$56.4M	—	—	—
Norges Bank	N/A	—	1,523,614	-1,523,614	-100%	$53.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,501,475	-1,501,475	-100%	$52.7M	—	—	—
Northern Trust Corp	N/A	—	1,443,555	-1,443,555	-100%	$50.7M	—	—	—
Vaughan Nelson Investment Management, L.P.	N/A	—	1,434,797	-1,434,797	-100%	$50.3M	—	—	—
Massachusetts Financial Services Co	N/A	—	1,406,300	-1,406,300	-100%	$49.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,102,640	-1,102,640	-100%	$38.7M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,052,438	-1,052,438	-100%	$36.9M	—	—	—
Morgan Stanley	N/A	—	1,017,671	-1,017,671	-100%	$35.7M	—	—	—
American Century Companies Inc	N/A	—	926,155	-926,155	-100%	$32.5M	—	—	—
Panagora Asset Management Inc	N/A	—	874,986	-874,986	-100%	$30.7M	—	—	—
Systematic Financial Management LP	N/A	—	871,016	-871,016	-100%	$30.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	796,001	-796,001	-100%	$27.9M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	712,727	-712,727	-100%	$25.0M	—	—	—
Ameriprise Financial Inc	N/A	—	703,102	-703,102	-100%	$24.7M	—	—	—
Nuveen, LLC	N/A	—	635,295	-635,295	-100%	$22.3M	—	—	—
Bank of America Corp	N/A	—	628,256	-628,256	-100%	$22.0M	—	—	—
MetLife Investment Management, LLC	N/A	—	514,498	-514,498	-100%	$18.1M	—	—	—
Public Sector Pension Investment Board	N/A	—	411,165	-411,165	-100%	$14.4M	—	—	—
JPMorgan Chase & Co	N/A	—	404,779	-404,779	-100%	$14.5M	—	—	—
SEI Investments Co	N/A	—	391,226	-391,226	-100%	$13.7M	—	—	—
Interval Partners, LP	N/A	—	355,933	-355,933	-100%	$12.5M	—	—	—
Aristotle Capital Boston, LLC	N/A	—	340,716	-340,716	-100%	$12.0M	—	—	—
AQR Capital Management LLC	N/A	—	330,969	-330,969	-100%	$11.6M	—	—	—
Rhumbline Advisers	N/A	—	309,692	-309,692	-100%	$10.9M	—	—	—
Millennium Management LLC	N/A	—	304,256	-304,256	-100%	$10.7M	—	—	—
Schroder Investment Management Group	N/A	—	290,166	-290,166	-100%	$10.3M	—	—	—
Raymond James Financial Inc	N/A	—	269,263	-269,263	-100%	$9.4M	—	—	—
Legal & General Group Plc	N/A	—	268,602	-268,602	-100%	$9.4M	—	—	—
UBS Group AG	N/A	—	262,409	-262,409	-100%	$9.2M	—	—	—
Natixis Advisors, LLC	N/A	—	261,996	-261,996	-100%	$9.2M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	261,881	-261,881	-100%	$9.2M	—	—	—
Wellington Management Group LLP	N/A	—	254,136	-254,136	-100%	$8.9M	—	—	—
Federated Hermes, Inc.	N/A	—	241,877	-241,877	-100%	$8.5M	—	—	—
Cresset Asset Management, LLC	N/A	—	241,611	-241,611	-100%	$8.5M	—	—	—
Swiss National Bank	N/A	—	240,200	-240,200	-100%	$8.4M	—	—	—
California Public Employees Retirement System	N/A	—	237,655	-237,655	-100%	$8.3M	—	—	—
Wells Fargo & Company	N/A	—	236,668	-236,668	-100%	$8.3M	—	—	—
Blair William & Co	N/A	—	217,555	-217,555	-100%	$7.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	214,390	-214,390	-100%	$7.5M	—	—	—
Citadel Advisors LLC	N/A	—	201,678	-201,678	-100%	$7.1M	—	—	—
Voya Investment Management LLC	N/A	—	200,869	-200,869	-100%	$7.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	182,467	-182,467	-100%	$6.4M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	175,106	-175,106	-100%	$6.1M	—	—	—
Alliancebernstein L.P.	N/A	—	160,467	-160,467	-100%	$5.1M	—	—	—
California State Teachers Retirement System	N/A	—	158,964	-158,964	-100%	$5.6M	—	—	—
Price T Rowe Associates Inc	N/A	—	154,889	-154,889	-100%	$5.4M	—	—	—
Peregrine Capital Management LLC	N/A	—	154,456	-154,456	-100%	$5.4M	—	—	—
First Trust Advisors LP	N/A	—	149,203	-149,203	-100%	$5.2M	—	—	—
Invenomic Capital Management LP	N/A	—	141,162	-141,162	-100%	$5.0M	—	—	—
Franklin Resources Inc	N/A	—	137,569	-137,569	-100%	$4.8M	—	—	—
Prudential Financial Inc	N/A	—	133,937	-133,937	-100%	$4.7M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	126,831	-126,831	-100%	$4.5M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	122,230	-122,230	-100%	$4.3M	—	—	—
Quantinno Capital Management LP	N/A	—	118,334	-118,334	-100%	$4.2M	—	—	—
Numerai GP LLC	N/A	—	118,171	-118,171	-100%	$4.1M	—	—	—
Waverly Advisors, LLC	N/A	—	112,521	-112,521	-100%	$3.9M	—	—	—
New Age Alpha Advisors, LLC	N/A	—	108,934	-108,934	-100%	$3.8M	—	—	—
Verition Fund Management LLC	N/A	—	105,403	-105,403	-100%	$3.7M	—	—	—
Bessemer Group Inc	N/A	—	103,338	-103,338	-100%	$3.6M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	101,990	-101,990	-100%	$3.6M	—	—	—
Canada Life Assurance Co	N/A	—	99,185	-99,185	-100%	$3.5M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	97,507	-97,507	-100%	$3.4M	—	—	—
Jump Financial, LLC	N/A	—	96,892	-96,892	-100%	$3.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	95,228	-95,228	-100%	$3.3M	—	—	—
Holocene Advisors, LP	N/A	—	94,995	-94,995	-100%	$3.3M	—	—	—
Algert Global LLC	N/A	—	89,080	-89,080	-100%	$3.1M	—	—	—
Allianz Asset Management GmbH	N/A	—	85,135	-85,135	-100%	$3.0M	—	—	—
Edgestream Partners, L.P.	N/A	—	83,515	-83,515	-100%	$2.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	82,613	-82,613	-100%	$2.9M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	76,117	-76,117	-100%	$2.7M	—	—	—
Victory Capital Management Inc	N/A	—	70,384	-70,384	-100%	$2.5M	—	—	—
Rafferty Asset Management, LLC	N/A	—	69,744	-69,744	-100%	$2.4M	—	—	—
Point72 Asset Management, L.P.	N/A	—	66,857	-66,857	-100%	$2.3M	—	—	—
Occudo Quantitative Strategies LP	N/A	—	66,558	-66,558	-100%	$2.3M	—	—	—
Guggenheim Capital LLC	N/A	—	62,619	-62,619	-100%	$2.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	62,183	-62,183	-100%	$2.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	61,587	-61,587	-100%	$2.2M	—	—	—
Brevan Howard Capital Management LP	N/A	—	59,149	-59,149	-100%	$2.1M	—	—	—
Mariner, LLC	N/A	—	56,264	-56,264	-100%	$2.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	56,135	-56,135	-100%	$2.0M	—	—	—
HighTower Advisors, LLC	N/A	—	55,543	-55,543	-100%	$1.9M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	53,636	-53,636	-100%	$1.9M	—	—	—
Jupiter Topco LLC	N/A	—	51,902	-51,902	-100%	$1.8M	—	—	—
Martingale Asset Management L P	N/A	—	49,303	-49,303	-100%	$1.7M	—	—	—
Squarepoint Ops LLC	N/A	—	48,011	-48,011	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	45,084	-45,084	-100%	$1.6M	—	—	—
New York State Common Retirement Fund	N/A	—	44,370	-44,370	-100%	$1.6M	—	—	—
Two Sigma Investments, LP	N/A	—	40,893	-40,893	-100%	$1.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	40,000	-40,000	-100%	$1.4M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	39,623	-39,623	-100%	$1.4M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	36,887	-36,887	-100%	$1.3M	—	—	—
M&T Bank Corp	N/A	—	36,718	-36,718	-100%	$1.3M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	36,108	-36,108	-100%	$1.3M	—	—	—
Elo Mutual Pension Insurance Co	N/A	—	35,882	-35,882	-100%	$1.3M	—	—	—
Handelsbanken Fonder AB	N/A	—	34,439	-34,439	-100%	$1.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	33,287	-33,287	-100%	$1.2M	—	—	—
Canada Pension Plan Investment Board	N/A	—	33,100	-33,100	-100%	$1.2M	—	—	—
Man Group plc	N/A	—	33,024	-33,024	-100%	$1.2M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	31,156	-31,156	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	30,672	-30,672	-100%	$1.1M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	29,941	-29,941	-100%	$1.1M	—	—	—
SG Americas Securities, LLC	N/A	—	29,787	-29,787	-100%	$1.0M	—	—	—
Intech Investment Management LLC	N/A	—	29,304	-29,304	-100%	$1.0M	—	—	—
SummitTX Capital, L.P.	N/A	—	28,716	-28,716	-100%	$1.0M	—	—	—
Stifel Financial Corp	N/A	—	28,258	-28,258	-100%	$991.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	26,800	-26,800	-100%	$946.1K	—	—	—
Graham Capital Management, L.P.	N/A	—	26,443	-26,443	-100%	$927.9K	—	—	—
Fieldview Capital Management, LLC	N/A	—	26,416	-26,416	-100%	$926.9K	—	—	—
Engineers Gate Manager LP	N/A	—	26,359	-26,359	-100%	$924.9K	—	—	—
Atom Investors LP	N/A	—	25,591	-25,591	-100%	$898.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	24,092	-24,092	-100%	$845.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	23,731	-23,731	-100%	$832.7K	—	—	—
HSBC Holdings PLC	N/A	—	23,225	-23,225	-100%	$822.6K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	23,000	-23,000	-100%	$807.1K	—	—	—
Freestone Grove Partners LP	N/A	—	21,231	-21,231	-100%	$745.0K	—	—	—
&partners	N/A	—	19,808	-19,808	-100%	$695.1K	—	—	—
Mirabella Financial Services LLP	N/A	—	19,748	-19,748	-100%	$693.0K	—	—	—
Rather & Kittrell, Inc.	N/A	—	18,763	-18,763	-100%	$658.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	18,736	-18,736	-100%	$657.4K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	18,417	-18,417	-100%	$646.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	17,515	-17,515	-100%	$615.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	15,995	-15,995	-100%	$561.3K	—	—	—
Centiva Capital, LP	N/A	—	15,847	-15,847	-100%	$556.1K	—	—	—
Summit Financial, LLC	N/A	—	15,827	-15,827	-100%	$559.3K	—	—	—
IEQ Capital, LLC	N/A	—	15,513	-15,513	-100%	$544.4K	—	—	—
Cetera Investment Advisers	N/A	—	15,416	-15,416	-100%	$541.0K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	15,247	-15,247	-100%	$535.0K	—	—	—
IFG Advisory, LLC	N/A	—	15,051	-15,051	-100%	$528.1K	—	—	—
Aquatic Capital Management LLC	N/A	—	14,907	-14,907	-100%	$523.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	14,486	-14,486	-100%	$508.8K	—	—	—
Teacher Retirement System of Texas	N/A	—	14,442	-14,442	-100%	$506.8K	—	—	—
Connable Office Inc	N/A	—	14,319	-14,319	-100%	$502.5K	—	—	—
Entropy Technologies, LP	N/A	—	13,949	-13,949	-100%	$489.5K	—	—	—
Keel Point, LLC	N/A	—	13,802	-13,802	-100%	$484.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	13,613	-13,613	-100%	$477.7K	—	—	—
Focus Partners Wealth	N/A	—	13,611	-13,611	-100%	$478.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,391	-13,391	-100%	$469.9K	—	—	—
Cerity Partners LLC	N/A	—	13,201	-13,201	-100%	$463.2K	—	—	—
Globeflex Capital L P	N/A	—	12,204	-12,204	-100%	$428.2K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	12,139	-12,139	-100%	$426.0K	—	—	—
Lazard Asset Management LLC	N/A	—	12,074	-12,074	-100%	$423.7K	—	—	—
iSAM Funds (UK) Ltd	N/A	—	12,000	-12,000	-100%	$421.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,927	-11,927	-100%	$418.6K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	11,251	-11,251	-100%	$394.8K	—	—	—
DRW Securities, LLC	N/A	—	11,234	-11,234	-100%	$394.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	11,111	-11,111	-100%	$389.9K	—	—	—
Bank of Montreal	N/A	—	10,967	-10,967	-100%	$384.8K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	10,671	-10,671	-100%	$374.4K	—	—	—
RBF Capital, LLC	N/A	—	10,000	-10,000	-100%	$350.9K	—	—	—
Twinbeech Capital LP	N/A	—	9,411	-9,411	-100%	$330.2K	—	—	—
PDT Partners, LLC	N/A	—	9,317	-9,317	-100%	$326.9K	—	—	—
Hantz Financial Services, Inc.	N/A	—	9,195	-9,195	-100%	$323.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,156	-9,156	-100%	$321.3K	—	—	—
OneAscent Wealth Management LLC	N/A	—	8,955	-8,955	-100%	$314.2K	—	—	—
Resolute Wealth Strategies, LLC	N/A	—	8,627	-8,627	-100%	$302.7K	—	—	—
QRG Capital Management, Inc.	N/A	—	8,448	-8,448	-100%	$296.5K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	8,076	-8,076	-100%	$283.4K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	7,940	-7,940	-100%	$278.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	7,783	-7,783	-100%	$273.1K	—	—	—
Hanover Advisors Inc	N/A	—	7,059	-7,059	-100%	$247.7K	—	—	—
Farringdon Capital, Ltd.	N/A	—	6,889	-6,889	-100%	$241.7K	—	—	—
SCS Capital Management LLC	N/A	—	6,503	-6,503	-100%	$229.8K	—	—	—
XTX Topco Ltd	N/A	—	6,330	-6,330	-100%	$222.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,160	-6,160	-100%	$219.4K	—	—	—
Lbmc Investment Advisors, LLC	N/A	—	6,107	-6,107	-100%	$214.3K	—	—	—
DnB Asset Management AS	N/A	—	6,006	-6,006	-100%	$210.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,979	-5,979	-100%	$209.8K	—	—	—
Cvfg LLC	N/A	—	5,847	-5,847	-100%	$205.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	3,491	-3,491	-100%	$123.4K	—	—	—
Sittner & Nelson, LLC	N/A	—	2,662	-2,662	-100%	$93.4K	—	—	—
Arax Advisory Partners	N/A	—	2,420	-2,420	-100%	$84.9K	—	—	—
Park Place Capital Corp	N/A	—	2,310	-2,310	-100%	$81.1K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1,963	-1,963	-100%	$68.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,551	-1,551	-100%	$54.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,533	-1,533	-100%	$53.8K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	1,256	-1,256	-100%	$44.1K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,097	-1,097	-100%	$38.5K	—	—	—
Optiver Holding B.V.	N/A	—	1,048	-1,048	-100%	$36.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	970	-970	-100%	$34.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	745	-745	-100%	$26.1K	—	—	—
Quantbot Technologies LP	N/A	—	514	-514	-100%	$18.0K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	400	-400	-100%	$119.7K	—	—	—
Quarry LP	N/A	—	350	-350	-100%	$12.3K	—	—	—
Danske Bank A/S	N/A	—	300	-300	-100%	$10.5K	—	—	—
Colonial Trust Co / SC	N/A	—	292	-292	-100%	$10.2K	—	—	—
Rothschild Investment LLC	N/A	—	289	-289	-100%	$10.1K	—	—	—
Pinnacle Holdings, LLC	N/A	—	220	-220	-100%	$7.7K	—	—	—
CVA Family Office, LLC	N/A	—	179	-179	-100%	$6.3K	—	—	—
Synergy Investment Management, LLC	N/A	—	169	-169	-100%	$6.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	158	-158	-100%	$5.5K	—	—	—
Picton Mahoney Asset Management	N/A	—	150	-150	-100%	$5.3K	—	—	—
Huntington National Bank	N/A	—	146	-146	-100%	$5.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	142	-142	-100%	$5.0K	—	—	—
BFC Planning, Inc.	N/A	—	142	-142	-100%	$5.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	130	-130	-100%	$4.6K	—	—	—
S&T Bank	N/A	—	103	-103	-100%	$3.6K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	84	-84	-100%	$2.9K	—	—	—
Harbour Investments, Inc.	N/A	—	79	-79	-100%	$2.8K	—	—	—
TD Capital Management LLC	N/A	—	73	-73	-100%	$2.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	65	-65	-100%	$2.2K	—	—	—
Manning & Napier Advisors LLC	N/A	—	62	-62	-100%	$2.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	60	-60	-100%	$2.1K	—	—	—
Rialto Wealth Management, LLC	N/A	—	45	-45	-100%	$1.6K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	40	-40	-100%	$1.4K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	30	-30	-100%	$1.1K	—	—	—
JPL Wealth Management, LLC	N/A	—	25	-25	-100%	$878	—	—	—
HFM Investment Advisors, LLC	N/A	—	15	-15	-100%	$527	—	—	—
Ankerstar Wealth, LLC	N/A	—	10	-10	-100%	$353	—	—	—
LRI Investments, LLC	N/A	—	7	-7	-100%	$246	—	—	—
Cordant, Inc.	N/A	—	4	-4	-100%	$130	—	—	—
Raffa Wealth Management, LLC	N/A	—	3	-3	-100%	$105	—	—	—
Dunhill Financial, LLC	N/A	—	2	-2	-100%	$88	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	2	-2	-100%	$70	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	0	0	—	$38	—	—	—

Showing 393 of 393 institutions