Upstart Holdings Inc (UPST)

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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Geode Capital Management, LLC

INCREASED

Shares2,348,977 from 2,228,631

Change+120,346 (+5%)

Value$54.0M (-$25.0M)

Filed 2026-11-06

Halter Ferguson Financial Inc.

DECREASED

Shares1,416,483 from 1,748,119

Change-331,636 (-19%)

Value$32.6M (-$29.4M)

Filed 2026-10-21

Citigroup Inc

DECREASED

Shares904,882 from 1,135,682

Change-230,800 (-20%)

Value$20.8M (-$19.4M)

Filed 2026-11-04

Barclays PLC

DECREASED

Shares901,244 from 1,128,975

Change-227,731 (-20%)

Value$20.7M (-$19.3M)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares883,743 from 1,059,769

Change-176,026 (-17%)

Value$20.3M (-$17.2M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares270,606 from 273,245

Change-2,639 (-1%)

Value$6.2M (-$3.5M)

Filed 2026-11-05

Imc-Chicago, LLC

INCREASED

Shares219,548 from 194,041

Change+25,507 (+13%)

Value$5.0M (-$1.8M)

Filed 2026-11-05

Maxi Investments CY Ltd

UNCHANGED

Shares193,400 from 193,400

Change0 (0%)

Value$4.4K (-$6.8M)

Filed 2026-10-26

SBI Securities Co., Ltd.

INCREASED

Shares126,246 from 16,744

Change+109,502 (+654%)

Value$2.9M (+$2.3M)

Filed 2026-10-22

LPL Financial LLC

DECREASED

Shares123,052 from 141,638

Change-18,586 (-13%)

Value$2.8M (-$2.2M)

Filed 2026-11-06

Fulcrum Asset Management LLP

INCREASED

Shares95,973 from 176

Change+95,797 (+54430%)

Value$2.2M (+$2.2M)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares88,997 from 95,554

Change-6,557 (-7%)

Value$2.0M (-$1.3M)

Filed 2026-11-06

Bank Julius Baer & Co. Ltd, Zurich

UNCHANGED

Shares85,480 from 85,480

Change0 (0%)

Value$2.0M (-$1.1M)

Filed 2026-10-29

Manchester Capital Management LLC

UNCHANGED

Shares63,072 from 63,072

Change0 (0%)

Value$1.5M (-$784.6K)

Filed 2026-10-22

TCI Wealth Advisors, Inc.

INCREASED

Shares56,565 from 52,706

Change+3,859 (+7%)

Value$1.3M (-$566.9K)

Filed 2026-10-30

Jefferies Financial Group Inc.

DECREASED

Shares56,020 from 73,206

Change-17,186 (-23%)

Value$1.3M (-$1.3M)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares55,297 from 58,145

Change-2,848 (-5%)

Value$1.3M (-$788.8K)

Filed 2026-11-02

Portman Square Capital LLP

INCREASED

Shares45,226 from 19,036

Change+26,190 (+138%)

Value$1.0M (+$365.3K)

Filed 2026-10-15

CenterBook Partners LP

DECREASED

Shares42,561 from 67,318

Change-24,757 (-37%)

Value$978.5K (-$1.4M)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

INCREASED

Shares40,641 from 37,587

Change+3,054 (+8%)

Value$934.3K (-$397.4K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares40,008 from 88,554

Change-48,546 (-55%)

Value$919.8K (-$2.2M)

Filed 2026-11-02

Apollon Wealth Management, LLC

INCREASED

Shares32,995 from 31,968

Change+1,027 (+3%)

Value$758.6K (-$374.1K)

Filed 2026-10-23

Falcon Wealth Planning

UNCHANGED

Shares30,067 from 30,067

Change0 (0%)

Value$691.2K (-$374.0K)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares29,771 from 36,519

Change-6,748 (-18%)

Value$684.5K (-$609.4K)

Filed 2026-11-06

Gemmer Asset Management LLC

UNCHANGED

Shares29,707 from 29,707

Change0 (0%)

Value$683.0K (-$369.6K)

Filed 2026-10-16

Kestra Advisory Services, LLC

DECREASED

Shares29,284 from 36,838

Change-7,554 (-21%)

Value$673.2K (-$631.9K)

Filed 2026-11-02

Perigon Wealth Management, LLC

INCREASED

Shares27,899 from 26,276

Change+1,623 (+6%)

Value$641.4K (-$289.6K)

Filed 2026-10-22

International Assets Investment Management, LLC

DECREASED

Shares27,170 from 28,120

Change-950 (-3%)

Value$623.6K (-$381.5K)

Filed 2026-11-02

J. Safra Sarasin Holding AG

INCREASED

Shares26,173 from 19,607

Change+6,566 (+33%)

Value$601.7K (-$93.2K)

Filed 2026-10-26

Sepio Capital, LP

INCREASED

Shares24,300 from 23,300

Change+1,000 (+4%)

Value$558.7K (-$266.9K)

Filed 2026-10-22

Bailard, Inc.

UNCHANGED

Shares23,910 from 23,910

Change0 (0%)

Value$549.7K (-$297.4K)

Filed 2026-10-13

Arizona State Retirement System

INCREASED

Shares23,586 from 22,905

Change+681 (+3%)

Value$542.2K (-$269.3K)

Filed 2026-11-03

Leonteq Securities AG

INCREASED

Shares21,975 from 14,240

Change+7,735 (+54%)

Value$505.2K (+$682)

Filed 2026-10-29

Vontobel Holding Ltd.

INCREASED

Shares17,469 from 9,140

Change+8,329 (+91%)

Value$401.6K (+$77.8K)

Filed 2026-10-16

Prospera Financial Services Inc

DECREASED

Shares15,580 from 15,718

Change-138 (-1%)

Value$358.6K (-$198.2K)

Filed 2026-11-04

Kercheville Advisors, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$344.9K (-$186.6K)

Filed 2026-10-19

HUB Investment Partners, LLC

INCREASED

Shares14,905 from 8,864

Change+6,041 (+68%)

Value$342.7K (+$28.6K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,475 from 7,338

Change+7,137 (+97%)

Value$350.1K (+$109.9K)

Filed 2026-10-13

Pictet Asset Management Holding SA

UNCHANGED

Shares12,984 from 12,984

Change0 (0%)

Value$298.5K (-$161.5K)

Filed 2026-11-03

Royal Fund Management, LLC

DECREASED

Shares12,140 from 14,540

Change-2,400 (-17%)

Value$279.1K (-$236.1K)

Filed 2026-10-22

Virginia Retirement Systems ET Al

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$275.9K (-$149.3K)

Filed 2026-10-28

ProShare Advisors LLC

DECREASED

Shares10,744 from 11,206

Change-462 (-4%)

Value$247.0K (-$150.0K)

Filed 2026-10-29

WMG Financial Advisors, LLC

UNCHANGED

Shares10,327 from 10,327

Change0 (0%)

Value$365.9K ($0)

Filed 2026-10-28

Principal Financial Group Inc

INCREASED

Shares9,886 from 6,544

Change+3,342 (+51%)

Value$227.3K (-$4.6K)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares9,633 from 8,604

Change+1,029 (+12%)

Value$221.5K (-$83.4K)

Filed 2026-11-05

Prime Capital Investment Advisors, LLC

DECREASED

Shares8,942 from 8,945

Change-3 (0%)

Value$205.6K (-$111.3K)

Filed 2026-10-20

Amundi

DECREASED

Shares8,829 from 9,831

Change-1,002 (-10%)

Value$203.0K (-$145.3K)

Filed 2026-11-06

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares7,893 from 8,343

Change-450 (-5%)

Value$181.5K (-$114.1K)

Filed 2026-11-05

Bayforest Capital Ltd

NEW

Shares5,790

Change+5,790

Value$133.1K

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares5,156 from 4,974

Change+182 (+4%)

Value$118.5K (-$57.7K)

Filed 2026-11-05

Nfsg Corp

DECREASED

Shares4,985 from 5,315

Change-330 (-6%)

Value$114.6K (-$73.7K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares4,307 from 3,426

Change+881 (+26%)

Value$99.0K (-$22.4K)

Filed 2026-10-08

DekaBank Deutsche Girozentrale

NEW

Shares3,767

Change+3,767

Value$87

Filed 2026-10-27

KBC Group NV

UNCHANGED

Shares3,510 from 3,510

Change0 (0%)

Value$81 (-$123.9K)

Filed 2026-10-22

Clearstead Advisors, LLC

INCREASED

Shares3,500 from 2,513

Change+987 (+39%)

Value$80.5K (-$8.6K)

Filed 2026-11-06

Natixis

NEW

Shares3,432

Change+3,432

Value$78.9K

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares3,164 from 3,245

Change-81 (-2%)

Value$72.7K (-$42.2K)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares2,824 from 301

Change+2,523 (+838%)

Value$64.9K (+$54.3K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

DECREASED

Shares2,772 from 2,881

Change-109 (-4%)

Value$63.7K (-$38.3K)

Filed 2026-10-20

Westside Investment Management, Inc.

DECREASED

Shares2,400 from 2,450

Change-50 (-2%)

Value$54.9K (-$31.9K)

Filed 2026-11-02

Gamma Investing LLC

INCREASED

Shares2,350 from 2,174

Change+176 (+8%)

Value$54.0K (-$23.0K)

Filed 2026-10-08

Allworth Financial LP

INCREASED

Shares2,161 from 2,096

Change+65 (+3%)

Value$76.6K (+$2.3K)

Filed 2026-11-06

Asset Management One Co., Ltd.

INCREASED

Shares1,790 from 1,344

Change+446 (+33%)

Value$41.2K (-$6.5K)

Filed 2026-10-27

Rakuten Securities, Inc.

DECREASED

Shares1,706 from 1,886

Change-180 (-10%)

Value$39.2K (-$27.6K)

Filed 2026-11-02

Parallel Advisors, LLC

INCREASED

Shares1,656 from 937

Change+719 (+77%)

Value$38.1K (+$4.9K)

Filed 2026-11-03

Compagnie Lombard Odier SCmA

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$29.9K (-$16.2K)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares1,182 from 869

Change+313 (+36%)

Value$27.2K (-$3.6K)

Filed 2026-10-23

Holos Integrated Wealth LLC

DECREASED

Shares1,141 from 2,041

Change-900 (-44%)

Value$26.5K (-$41.0K)

Filed 2026-10-23

Versant Capital Management, Inc

DECREASED

Shares1,124 from 2,905

Change-1,781 (-61%)

Value$25.8K (-$77.1K)

Filed 2026-10-02

Caitong International Asset Management Co., Ltd

DECREASED

Shares1,112 from 1,374

Change-262 (-19%)

Value$25.6K (-$23.1K)

Filed 2026-10-29

Eurizon Capital SGR S.p.A.

UNCHANGED

Shares1,072 from 1,072

Change0 (0%)

Value$24.8K (-$12.7K)

Filed 2026-11-06

Fortitude Family Office, LLC

INCREASED

Shares949 from 77

Change+872 (+1132%)

Value$21.8K (+$19.1K)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares749 from 316

Change+433 (+137%)

Value$17.2K (+$6.0K)

Filed 2026-11-04

Nykredit A/S

DECREASED

Shares677 from 3,484

Change-2,807 (-81%)

Value$15.6K (-$107.9K)

Filed 2026-11-06

Heritage Family Offices, LLP

NEW

Shares621

Change+621

Value$14.3K

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares579 from 558

Change+21 (+4%)

Value$13.3K (-$6.5K)

Filed 2026-10-16

Y.D. More Investments Ltd

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$8.5K (-$4.6K)

Filed 2026-11-02

Nova Financial LLC

NEW

Shares357

Change+357

Value$8.2K

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

INCREASED

Shares357 from 356

Change+1 (+0%)

Value$8.2K (-$4.4K)

Filed 2026-11-04

Larson Financial Group LLC

DECREASED

Shares354 from 535

Change-181 (-34%)

Value$8.1K (-$10.8K)

Filed 2026-11-05

Rosenberg Matthew Hamilton

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$6.9K (-$3.7K)

Filed 2026-10-05

Covestor Ltd

DECREASED

Shares246 from 252

Change-6 (-2%)

Value$6 (-$9.0K)

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares204 from 204

Change0 (0%)

Value$4.7K (-$2.5K)

Filed 2026-10-05

Latitude Advisors, LLC

NEW

Shares200

Change+200

Value$4.6K

Filed 2026-10-27

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.6K (-$2.5K)

Filed 2026-10-23

City State Bank

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.6K (-$2.5K)

Filed 2026-10-20

Triumph Capital Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.6K (-$2.5K)

Filed 2026-10-14

NBH Bank

DECREASED

Shares175 from 234

Change-59 (-25%)

Value$4.0K (-$4.3K)

Filed 2026-11-05

Essential Partners LLC

INCREASED

Shares174 from 50

Change+124 (+248%)

Value$4.0K (+$2.2K)

Filed 2026-10-14

True Wealth Design, LLC

INCREASED

Shares171 from 13

Change+158 (+1215%)

Value$3.9K (+$3.5K)

Filed 2026-10-13

Parkside Financial Bank & Trust

INCREASED

Shares162 from 50

Change+112 (+224%)

Value$3.7K (+$2.0K)

Filed 2026-10-27

Zions Bancorporation, National Association

NEW

Shares154

Change+154

Value$3.5K

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares152

Change+152

Value$3.5K

Filed 2026-10-21

Adirondack Trust Co

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$3.4K (-$1.9K)

Filed 2026-10-14

Ascentis Independent Advisors

NEW

Shares125

Change+125

Value$2.9K

Filed 2026-11-03

POM Investment Strategies, LLC

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$2.4K (-$1.3K)

Filed 2026-10-20

Rossby Financial, LCC

NEW

Shares100

Change+100

Value$2.3K

Filed 2026-11-05

GK Wealth Management LLC

NEW

Shares100

Change+100

Value$2.3K

Filed 2026-10-09

Cedar Mountain Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.3K (-$1.2K)

Filed 2026-10-15

Spire Wealth Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.3K (-$1.2K)

Filed 2026-10-30

Main Street Group, LTD

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.3K (-$1.2K)

Filed 2026-10-28

Clark Wealth Partners

NEW

Shares96

Change+96

Value$2.2K

Filed 2026-10-19

Physician Wealth Advisors, Inc.

DECREASED

Shares76 from 97

Change-21 (-22%)

Value$1.7K (-$1.7K)

Filed 2026-10-20

TD Waterhouse Canada Inc.

DECREASED

Shares76 from 80

Change-4 (-5%)

Value$1.7K (-$1.1K)

Filed 2026-10-16

Key Capital Management, Inc

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$1.7K (-$946)

Filed 2026-11-03

Avion Wealth

INCREASED

Shares73 from 51

Change+22 (+43%)

Value$1 ($0)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares56 from 136

Change-80 (-59%)

Value$1.3K (-$3.5K)

Filed 2026-10-27

Wolverine Asset Management LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$1.2K (-$660)

Filed 2026-11-02

William Mack & Associates, Inc.

NEW

Shares50

Change+50

Value$1.2K

Filed 2026-10-27

Financial Freedom, LLC

NEW

Shares50

Change+50

Value$1.2K

Filed 2026-11-06

Balance Wealth Partners LLC

NEW

Shares46

Change+46

Value$1.1K

Filed 2026-10-27

Bare Financial Services, Inc

NEW

Shares43

Change+43

Value$989

Filed 2026-11-04

Nvwm, LLC

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$989 (-$534)

Filed 2026-10-14

Elevation Wealth Partners, LLC

NEW

Shares41

Change+41

Value$943

Filed 2026-10-07

PayPay Securities Corp

INCREASED

Shares40 from 26

Change+14 (+54%)

Value$920 (-$1)

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares35

Change+35

Value$804

Filed 2026-11-03

Retirement Wealth Solutions LLC

INCREASED

Shares34 from 29

Change+5 (+17%)

Value$782 (-$246)

Filed 2026-10-07

James T. Borello RIA

NEW

Shares31

Change+31

Value$713

Filed 2026-10-16

Bell Investment Advisors, Inc

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$667 (-$361)

Filed 2026-10-29

Hilton Head Capital Partners, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$575 (-$311)

Filed 2026-10-23

SJS Investment Consulting Inc.

NEW

Shares21

Change+21

Value$483

Filed 2026-10-26

Silver Grove Financial Group, Inc.

DECREASED

Shares21 from 23

Change-2 (-9%)

Value$483 (-$332)

Filed 2026-11-05

CoreCap Advisors, LLC

DECREASED

Shares20 from 210

Change-190 (-90%)

Value$460 (-$7.0K)

Filed 2026-10-08

Planning Strategies Inc.

INCREASED

Shares18 from 8

Change+10 (+125%)

Value$414 (+$131)

Filed 2026-10-02

Sawyer & Company, Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$391 (-$211)

Filed 2026-10-21

Capital Advisors, Ltd. LLC

NEW

Shares13

Change+13

Value$0

Filed 2026-10-27

Assetmark, Inc

DECREASED

Shares12 from 18

Change-6 (-33%)

Value$276 (-$362)

Filed 2026-10-21

Fairscale Capital, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$276 (-$149)

Filed 2026-11-04

Jnba Financial Advisors

DECREASED

Shares10 from 24

Change-14 (-58%)

Value$230 (-$621)

Filed 2026-11-03

Signature Equity Partners, LLC

INCREASED

Shares8 from 5

Change+3 (+60%)

Value$184 (+$7)

Filed 2026-10-29

Asset Dedication, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$184 (-$100)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares6

Change+6

Value$138

Filed 2026-10-30

Mcdonald Partners LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$138 (-$75)

Filed 2026-11-03

Monetary Solutions, Ltd

NEW

Shares4

Change+4

Value$92

Filed 2026-10-22

Addison Advisors LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$92 (-$50)

Filed 2026-11-06

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$92 (-$50)

Filed 2026-10-26

Investors Research Corp

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$92 (-$50)

Filed 2026-10-07

WPG Advisers, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$46 (-$25)

Filed 2026-10-27

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$25

Filed 2026-10-30

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$23 (-$13)

Filed 2026-10-16

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$23 (-$13)

Filed 2026-10-15

JFS Wealth Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$23 (-$13)

Filed 2026-11-03

Blue Jean Financial LLC

CLOSED

Shares0 from 103,049

Change-103,049 (-100%)

Value$0 (-$3.7M)

Filed 2026-10-20

Rare Wolf Capital LLC

CLOSED

Shares0 from 25,925

Change-25,925 (-100%)

Value$0 (-$918.5K)

Filed 2026-10-20

Simplex Trading, LLC

CLOSED

Shares0 from 18,575

Change-18,575 (-100%)

Value$0 (-$658.1K)

Filed 2026-11-04

Galvin, Gaustad & Stein, LLC

CLOSED

Shares0 from 15,943

Change-15,943 (-100%)

Value$0 (-$564.9K)

Filed 2026-10-08

Capital Advantage, Inc.

CLOSED

Shares0 from 11,625

Change-11,625 (-100%)

Value$0 (-$411.9K)

Filed 2026-10-14

Simplicity Wealth,LLC

CLOSED

Shares0 from 10,745

Change-10,745 (-100%)

Value$0 (-$380.7K)

Filed 2026-10-23

Independent Financial Group, LLC

CLOSED

Shares0 from 10,103

Change-10,103 (-100%)

Value$0 (-$357.9K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 8,585

Change-8,585 (-100%)

Value$0 (-$304.0K)

Filed 2026-11-02

Xponance LLC

CLOSED

Shares0 from 8,472

Change-8,472 (-100%)

Value$0 (-$300.2K)

Filed 2026-11-03

AMI Asset Management Corp

CLOSED

Shares0 from 8,330

Change-8,330 (-100%)

Value$0 (-$295.1K)

Filed 2026-10-20

NLB Skladi, upravljanje premozenja, d.o.o.

CLOSED

Shares0 from 8,232

Change-8,232 (-100%)

Value$0 (-$291.7K)

Filed 2026-10-22

Strategic Family Wealth Counselors, L.L.C.

CLOSED

Shares0 from 7,992

Change-7,992 (-100%)

Value$0 (-$283.2K)

Filed 2026-10-29

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 7,929

Change-7,929 (-100%)

Value$0 (-$280.9K)

Filed 2026-10-27

Merit Financial Group, LLC

CLOSED

Shares0 from 7,871

Change-7,871 (-100%)

Value$0 (-$278.9K)

Filed 2026-11-06

State of Wyoming

CLOSED

Shares0 from 7,234

Change-7,234 (-100%)

Value$0 (-$256.3K)

Filed 2026-10-28

Venture Visionary Partners LLC

CLOSED

Shares0 from 7,205

Change-7,205 (-100%)

Value$0 (-$255.3K)

Filed 2026-10-07

Truist Financial Corp

CLOSED

Shares0 from 6,905

Change-6,905 (-100%)

Value$0 (-$244.6K)

Filed 2026-10-30

Symmetry Partners, LLC

CLOSED

Shares0 from 6,793

Change-6,793 (-100%)

Value$0 (-$240.7K)

Filed 2026-10-27

Inspire Investing, LLC

CLOSED

Shares0 from 6,722

Change-6,722 (-100%)

Value$0 (-$238.2K)

Filed 2026-10-22

Abel Hall, LLC

CLOSED

Shares0 from 6,354

Change-6,354 (-100%)

Value$0 (-$225.1K)

Filed 2026-10-19

Swiss Life Asset Management Ltd

CLOSED

Shares0 from 6,185

Change-6,185 (-100%)

Value$0 (-$219.1K)

Filed 2026-11-03

Keeler & Nadler Financial Planning & Wealth Management

CLOSED

Shares0 from 6,007

Change-6,007 (-100%)

Value$0 (-$212.8K)

Filed 2026-10-28

Traynor Capital Management, Inc.

CLOSED

Shares0 from 5,967

Change-5,967 (-100%)

Value$0 (-$211.4K)

Filed 2026-10-29

Mosley Wealth Management

CLOSED

Shares0 from 3,176

Change-3,176 (-100%)

Value$0 (-$112.5K)

Filed 2026-10-16

FNY Investment Advisers, LLC

CLOSED

Shares0 from 2,199

Change-2,199 (-100%)

Value$0 (-$77)

Filed 2026-10-16

Summit Securities Group LLC

CLOSED

Shares0 from 743

Change-743 (-100%)

Value$0 (-$26.3K)

Filed 2026-11-05

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 256

Change-256 (-100%)

Value$0 (-$9.1K)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$5.5K)

Filed 2026-10-15

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 99

Change-99 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-07

West Financial Advisors, LLC

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$993)

Filed 2026-10-22

Cornerstone Planning Group LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$516)

Filed 2026-10-16

NBT Bank, N.A.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$390)

Filed 2026-10-21

Quaker Wealth Management, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$390)

Filed 2026-10-22

Salem Investment Counselors Inc

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$213)

Filed 2026-10-13

Stone House Investment Management, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$177)

Filed 2026-10-23

NorthAvenue LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$142)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 7,878,717

Change-7,878,717 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,739,758

Change-3,739,758 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,698,553

Change-3,698,553 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,414,712

Change-2,414,712 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,395,222

Change-2,395,222 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 2,370,690

Change-2,370,690 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,118,467

Change-2,118,467 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 1,829,063

Change-1,829,063 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,512,356

Change-1,512,356 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,503,436

Change-1,503,436 (-100%)

Value—

LuminArx Capital Management LP

N/A

Shares— from 1,500,000

Change-1,500,000 (-100%)

Value—

Baillie Gifford & Co

N/A

Shares— from 1,083,157

Change-1,083,157 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 955,585

Change-955,585 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 920,253

Change-920,253 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 885,159

Change-885,159 (-100%)

Value—

Coatue Management LLC

N/A

Shares— from 870,947

Change-870,947 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 800,994

Change-800,994 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 785,102

Change-785,102 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 765,281

Change-765,281 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 764,847

Change-764,847 (-100%)

Value—

FMR LLC

N/A

Shares— from 706,548

Change-706,548 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 603,257

Change-603,257 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 556,759

Change-556,759 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 458,072

Change-458,072 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 449,131

Change-449,131 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 379,056

Change-379,056 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 335,278

Change-335,278 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 330,114

Change-330,114 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 303,325

Change-303,325 (-100%)

Value—

Hidden Lake Asset Management LP

N/A

Shares— from 281,614

Change-281,614 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 268,547

Change-268,547 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 238,800

Change-238,800 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 236,584

Change-236,584 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 199,978

Change-199,978 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 180,219

Change-180,219 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 166,600

Change-166,600 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 161,490

Change-161,490 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 149,415

Change-149,415 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 142,075

Change-142,075 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 138,692

Change-138,692 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 133,840

Change-133,840 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 121,448

Change-121,448 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 120,137

Change-120,137 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 119,894

Change-119,894 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 118,603

Change-118,603 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 114,975

Change-114,975 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 114,816

Change-114,816 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 113,300

Change-113,300 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 110,510

Change-110,510 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 110,446

Change-110,446 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 106,965

Change-106,965 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 101,926

Change-101,926 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 100,007

Change-100,007 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 95,836

Change-95,836 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 95,138

Change-95,138 (-100%)

Value—

Norges Bank

N/A

Shares— from 93,959

Change-93,959 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 92,280

Change-92,280 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 88,698

Change-88,698 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 86,987

Change-86,987 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 82,146

Change-82,146 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 80,393

Change-80,393 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 79,739

Change-79,739 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 77,236

Change-77,236 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 76,908

Change-76,908 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 76,342

Change-76,342 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 75,579

Change-75,579 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 74,260

Change-74,260 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 73,072

Change-73,072 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 72,871

Change-72,871 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 70,214

Change-70,214 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 69,043

Change-69,043 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 67,461

Change-67,461 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 64,545

Change-64,545 (-100%)

Value—

Man Group plc

N/A

Shares— from 61,239

Change-61,239 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 54,553

Change-54,553 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 50,765

Change-50,765 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 50,045

Change-50,045 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 48,844

Change-48,844 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 46,970

Change-46,970 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 45,451

Change-45,451 (-100%)

Value—

Havemeyer Place LP

N/A

Shares— from 45,013

Change-45,013 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 43,957

Change-43,957 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 42,040

Change-42,040 (-100%)

Value—

GMT Capital Corp

N/A

Shares— from 42,000

Change-42,000 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 40,997

Change-40,997 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 40,369

Change-40,369 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 38,194

Change-38,194 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 38,093

Change-38,093 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 37,897

Change-37,897 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 36,427

Change-36,427 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 36,313

Change-36,313 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 35,711

Change-35,711 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 35,688

Change-35,688 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 33,719

Change-33,719 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 33,480

Change-33,480 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 32,631

Change-32,631 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 30,258

Change-30,258 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 30,226

Change-30,226 (-100%)

Value—

Qsemble Capital Management, LP

N/A

Shares— from 28,317

Change-28,317 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 27,700

Change-27,700 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 27,250

Change-27,250 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 26,590

Change-26,590 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 26,371

Change-26,371 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 26,038

Change-26,038 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 25,901

Change-25,901 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 25,795

Change-25,795 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 25,766

Change-25,766 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 25,536

Change-25,536 (-100%)

Value—

Altshuler Shaham Ltd

N/A

Shares— from 25,512

Change-25,512 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 25,242

Change-25,242 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 23,177

Change-23,177 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 22,966

Change-22,966 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 22,153

Change-22,153 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 21,672

Change-21,672 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 21,601

Change-21,601 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 21,350

Change-21,350 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 19,518

Change-19,518 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 19,300

Change-19,300 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 19,300

Change-19,300 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 18,600

Change-18,600 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 17,280

Change-17,280 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 16,164

Change-16,164 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 14,900

Change-14,900 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 14,335

Change-14,335 (-100%)

Value—

Allstate Corp

N/A

Shares— from 14,318

Change-14,318 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 13,766

Change-13,766 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 13,563

Change-13,563 (-100%)

Value—

Fairbanks Capital Management, Inc.

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 12,612

Change-12,612 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 12,308

Change-12,308 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 11,888

Change-11,888 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 11,197

Change-11,197 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 11,127

Change-11,127 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 10,829

Change-10,829 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 9,767

Change-9,767 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 9,471

Change-9,471 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 9,091

Change-9,091 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 8,575

Change-8,575 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 8,473

Change-8,473 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 8,435

Change-8,435 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 8,418

Change-8,418 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 7,767

Change-7,767 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 7,661

Change-7,661 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,420

Change-7,420 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 7,196

Change-7,196 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,174

Change-7,174 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 6,648

Change-6,648 (-100%)

Value—

EMC Capital Management

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 6,452

Change-6,452 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 6,418

Change-6,418 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 6,385

Change-6,385 (-100%)

Value—

Synergy Financial Group, LTD

N/A

Shares— from 6,374

Change-6,374 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,366

Change-6,366 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 6,360

Change-6,360 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 6,011

Change-6,011 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,741

Change-5,741 (-100%)

Value—

Fora Capital, LLC

N/A

Shares— from 5,716

Change-5,716 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,524

Change-5,524 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 5,400

Change-5,400 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,775

Change-4,775 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 3,920

Change-3,920 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,345

Change-3,345 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 3,123

Change-3,123 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,951

Change-2,951 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 2,700

Change-2,700 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,185

Change-2,185 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,842

Change-1,842 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,622

Change-1,622 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,610

Change-1,610 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 1,129

Change-1,129 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 844

Change-844 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 756

Change-756 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 681

Change-681 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 662

Change-662 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 568

Change-568 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 400

Change-400 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 385

Change-385 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 334

Change-334 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 325

Change-325 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 320

Change-320 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Quarry LP

N/A

Shares— from 223

Change-223 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 212

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Rothschild Investment LLC

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Allied Private Wealth LLC

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Dogwood Wealth Management LLC

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Kerr Financial Planning Corp

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Bessemer Group Inc

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Frazier Financial Advisors, LLC

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Heritage Wealth Advisors

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Global Retirement Partners, LLC

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Steigerwald, Gordon & Koch Inc.

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Prestige Wealth Management Group LLC

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Forum Finance Group S.A.

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Anchor Investment Management, LLC

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N.E.W. Advisory Services LLC

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SouthState Bank Corp

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IMA Advisory Services, Inc.

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Cornerstone Financial Management LLC

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SHP Wealth Management

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Elequin Capital, LP

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Manning & Napier Advisors LLC

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Hantz Financial Services, Inc.

N/A

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Toronto Dominion Bank

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JPL Wealth Management, LLC

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BFC Planning, Inc.

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Transamerica Financial Advisors, LLC

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Strive Financial Group,LLC

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Strategic Wealth Partners, Ltd.

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Continuum Advisory, LLC

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Fiduciary Financial Advisors

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	Status
Geode Capital Management, LLC	INCREASED	2,348,977	2,228,631	+120,346	+5%	$79.0M	$54.0M	-$25.0M	2026-11-06
Halter Ferguson Financial Inc.	DECREASED	1,416,483	1,748,119	-331,636	-19%	$61.9M	$32.6M	-$29.4M	2026-10-21
Citigroup Inc	DECREASED	904,882	1,135,682	-230,800	-20%	$40.2M	$20.8M	-$19.4M	2026-11-04
Barclays PLC	DECREASED	901,244	1,128,975	-227,731	-20%	$40.0M	$20.7M	-$19.3M	2026-11-06
Dimensional Fund Advisors LP	DECREASED	883,743	1,059,769	-176,026	-17%	$37.5M	$20.3M	-$17.2M	2026-11-04
Bank of New York Mellon Corp	DECREASED	270,606	273,245	-2,639	-1%	$9.7M	$6.2M	-$3.5M	2026-11-05
Imc-Chicago, LLC	INCREASED	219,548	194,041	+25,507	+13%	$6.9M	$5.0M	-$1.8M	2026-11-05
Maxi Investments CY Ltd	UNCHANGED	193,400	193,400	0	0%	$6.9M	$4.4K	-$6.8M	2026-10-26
SBI Securities Co., Ltd.	INCREASED	126,246	16,744	+109,502	+654%	$593.2K	$2.9M	+$2.3M	2026-10-22
LPL Financial LLC	DECREASED	123,052	141,638	-18,586	-13%	$5.0M	$2.8M	-$2.2M	2026-11-06
Fulcrum Asset Management LLP	INCREASED	95,973	176	+95,797	+54430%	$6.2K	$2.2M	+$2.2M	2026-11-04
Deutsche Bank Ag\	DECREASED	88,997	95,554	-6,557	-7%	$3.4M	$2.0M	-$1.3M	2026-11-06
Bank Julius Baer & Co. Ltd, Zurich	UNCHANGED	85,480	85,480	0	0%	$3.0M	$2.0M	-$1.1M	2026-10-29
Manchester Capital Management LLC	UNCHANGED	63,072	63,072	0	0%	$2.2M	$1.5M	-$784.6K	2026-10-22
TCI Wealth Advisors, Inc.	INCREASED	56,565	52,706	+3,859	+7%	$1.9M	$1.3M	-$566.9K	2026-10-30
Jefferies Financial Group Inc.	DECREASED	56,020	73,206	-17,186	-23%	$2.6M	$1.3M	-$1.3M	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	55,297	58,145	-2,848	-5%	$2.1M	$1.3M	-$788.8K	2026-11-02
Portman Square Capital LLP	INCREASED	45,226	19,036	+26,190	+138%	$674.4K	$1.0M	+$365.3K	2026-10-15
CenterBook Partners LP	DECREASED	42,561	67,318	-24,757	-37%	$2.4M	$978.5K	-$1.4M	2026-11-02
State of New Jersey Common Pension Fund D	INCREASED	40,641	37,587	+3,054	+8%	$1.3M	$934.3K	-$397.4K	2026-11-05
Creative Planning	DECREASED	40,008	88,554	-48,546	-55%	$3.1M	$919.8K	-$2.2M	2026-11-02
Apollon Wealth Management, LLC	INCREASED	32,995	31,968	+1,027	+3%	$1.1M	$758.6K	-$374.1K	2026-10-23
Falcon Wealth Planning	UNCHANGED	30,067	30,067	0	0%	$1.1M	$691.2K	-$374.0K	2026-11-06
Russell Investments Group, Ltd.	DECREASED	29,771	36,519	-6,748	-18%	$1.3M	$684.5K	-$609.4K	2026-11-06
Gemmer Asset Management LLC	UNCHANGED	29,707	29,707	0	0%	$1.1M	$683.0K	-$369.6K	2026-10-16
Kestra Advisory Services, LLC	DECREASED	29,284	36,838	-7,554	-21%	$1.3M	$673.2K	-$631.9K	2026-11-02
Perigon Wealth Management, LLC	INCREASED	27,899	26,276	+1,623	+6%	$931.0K	$641.4K	-$289.6K	2026-10-22
International Assets Investment Management, LLC	DECREASED	27,170	28,120	-950	-3%	$1.0M	$623.6K	-$381.5K	2026-11-02
J. Safra Sarasin Holding AG	INCREASED	26,173	19,607	+6,566	+33%	$694.9K	$601.7K	-$93.2K	2026-10-26
Sepio Capital, LP	INCREASED	24,300	23,300	+1,000	+4%	$825.5K	$558.7K	-$266.9K	2026-10-22
Bailard, Inc.	UNCHANGED	23,910	23,910	0	0%	$847.1K	$549.7K	-$297.4K	2026-10-13
Arizona State Retirement System	INCREASED	23,586	22,905	+681	+3%	$811.5K	$542.2K	-$269.3K	2026-11-03
Leonteq Securities AG	INCREASED	21,975	14,240	+7,735	+54%	$504.5K	$505.2K	+$682	2026-10-29
Vontobel Holding Ltd.	INCREASED	17,469	9,140	+8,329	+91%	$323.8K	$401.6K	+$77.8K	2026-10-16
Prospera Financial Services Inc	DECREASED	15,580	15,718	-138	-1%	$556.8K	$358.6K	-$198.2K	2026-11-04
Kercheville Advisors, LLC	UNCHANGED	15,000	15,000	0	0%	$531.5K	$344.9K	-$186.6K	2026-10-19
HUB Investment Partners, LLC	INCREASED	14,905	8,864	+6,041	+68%	$314.1K	$342.7K	+$28.6K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	14,475	7,338	+7,137	+97%	$240.3K	$350.1K	+$109.9K	2026-10-13
Pictet Asset Management Holding SA	UNCHANGED	12,984	12,984	0	0%	$460.0K	$298.5K	-$161.5K	2026-11-03
Royal Fund Management, LLC	DECREASED	12,140	14,540	-2,400	-17%	$515.2K	$279.1K	-$236.1K	2026-10-22
Virginia Retirement Systems ET Al	UNCHANGED	12,000	12,000	0	0%	$425.2K	$275.9K	-$149.3K	2026-10-28
ProShare Advisors LLC	DECREASED	10,744	11,206	-462	-4%	$397.0K	$247.0K	-$150.0K	2026-10-29
WMG Financial Advisors, LLC	UNCHANGED	10,327	10,327	0	0%	$365.9K	$365.9K	$0	2026-10-28
Principal Financial Group Inc	INCREASED	9,886	6,544	+3,342	+51%	$231.9K	$227.3K	-$4.6K	2026-11-02
US Bancorp \de\	INCREASED	9,633	8,604	+1,029	+12%	$304.8K	$221.5K	-$83.4K	2026-11-05
Prime Capital Investment Advisors, LLC	DECREASED	8,942	8,945	-3	0%	$316.9K	$205.6K	-$111.3K	2026-10-20
Amundi	DECREASED	8,829	9,831	-1,002	-10%	$348.3K	$203.0K	-$145.3K	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	7,893	8,343	-450	-5%	$295.6K	$181.5K	-$114.1K	2026-11-05
Bayforest Capital Ltd	NEW	5,790	—	+5,790	—	—	$133.1K	—	2026-11-03
Fifth Third Bancorp	INCREASED	5,156	4,974	+182	+4%	$176.2K	$118.5K	-$57.7K	2026-11-05
Nfsg Corp	DECREASED	4,985	5,315	-330	-6%	$188.3K	$114.6K	-$73.7K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	4,307	3,426	+881	+26%	$121.4K	$99.0K	-$22.4K	2026-10-08
DekaBank Deutsche Girozentrale	NEW	3,767	—	+3,767	—	—	$87	—	2026-10-27
KBC Group NV	UNCHANGED	3,510	3,510	0	0%	$124.0K	$81	-$123.9K	2026-10-22
Clearstead Advisors, LLC	INCREASED	3,500	2,513	+987	+39%	$89.0K	$80.5K	-$8.6K	2026-11-06
Natixis	NEW	3,432	—	+3,432	—	—	$78.9K	—	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	3,164	3,245	-81	-2%	$115.0K	$72.7K	-$42.2K	2026-11-06
Sterling Capital Management LLC	INCREASED	2,824	301	+2,523	+838%	$10.7K	$64.9K	+$54.3K	2026-10-22
Nisa Investment Advisors, LLC	DECREASED	2,772	2,881	-109	-4%	$102.1K	$63.7K	-$38.3K	2026-10-20
Westside Investment Management, Inc.	DECREASED	2,400	2,450	-50	-2%	$86.8K	$54.9K	-$31.9K	2026-11-02
Gamma Investing LLC	INCREASED	2,350	2,174	+176	+8%	$77.0K	$54.0K	-$23.0K	2026-10-08
Allworth Financial LP	INCREASED	2,161	2,096	+65	+3%	$74.3K	$76.6K	+$2.3K	2026-11-06
Asset Management One Co., Ltd.	INCREASED	1,790	1,344	+446	+33%	$47.6K	$41.2K	-$6.5K	2026-10-27
Rakuten Securities, Inc.	DECREASED	1,706	1,886	-180	-10%	$66.8K	$39.2K	-$27.6K	2026-11-02
Parallel Advisors, LLC	INCREASED	1,656	937	+719	+77%	$33.2K	$38.1K	+$4.9K	2026-11-03
Compagnie Lombard Odier SCmA	UNCHANGED	1,300	1,300	0	0%	$46.1K	$29.9K	-$16.2K	2026-11-04
Signaturefd, LLC	INCREASED	1,182	869	+313	+36%	$30.8K	$27.2K	-$3.6K	2026-10-23
Holos Integrated Wealth LLC	DECREASED	1,141	2,041	-900	-44%	$67.5K	$26.5K	-$41.0K	2026-10-23
Versant Capital Management, Inc	DECREASED	1,124	2,905	-1,781	-61%	$102.9K	$25.8K	-$77.1K	2026-10-02
Caitong International Asset Management Co., Ltd	DECREASED	1,112	1,374	-262	-19%	$48.7K	$25.6K	-$23.1K	2026-10-29
Eurizon Capital SGR S.p.A.	UNCHANGED	1,072	1,072	0	0%	$37.6K	$24.8K	-$12.7K	2026-11-06
Fortitude Family Office, LLC	INCREASED	949	77	+872	+1132%	$2.7K	$21.8K	+$19.1K	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	749	316	+433	+137%	$11.2K	$17.2K	+$6.0K	2026-11-04
Nykredit A/S	DECREASED	677	3,484	-2,807	-81%	$123.4K	$15.6K	-$107.9K	2026-11-06
Heritage Family Offices, LLP	NEW	621	—	+621	—	—	$14.3K	—	2026-11-02
IFP Advisors, Inc	INCREASED	579	558	+21	+4%	$19.8K	$13.3K	-$6.5K	2026-10-16
Y.D. More Investments Ltd	UNCHANGED	370	370	0	0%	$13.1K	$8.5K	-$4.6K	2026-11-02
Nova Financial LLC	NEW	357	—	+357	—	—	$8.2K	—	2026-11-04
Plante Moran Financial Advisors, LLC	INCREASED	357	356	+1	+0%	$12.6K	$8.2K	-$4.4K	2026-11-04
Larson Financial Group LLC	DECREASED	354	535	-181	-34%	$19.0K	$8.1K	-$10.8K	2026-11-05
Rosenberg Matthew Hamilton	UNCHANGED	300	300	0	0%	$10.6K	$6.9K	-$3.7K	2026-10-05
Covestor Ltd	DECREASED	246	252	-6	-2%	$9.0K	$6	-$9.0K	2026-10-30
MassMutual Private Wealth & Trust, FSB	UNCHANGED	204	204	0	0%	$7.2K	$4.7K	-$2.5K	2026-10-05
Latitude Advisors, LLC	NEW	200	—	+200	—	—	$4.6K	—	2026-10-27
Wilmington Savings Fund Society, FSB	UNCHANGED	200	200	0	0%	$7.1K	$4.6K	-$2.5K	2026-10-23
City State Bank	UNCHANGED	200	200	0	0%	$7.1K	$4.6K	-$2.5K	2026-10-20
Triumph Capital Management	UNCHANGED	200	200	0	0%	$7.1K	$4.6K	-$2.5K	2026-10-14
NBH Bank	DECREASED	175	234	-59	-25%	$8.3K	$4.0K	-$4.3K	2026-11-05
Essential Partners LLC	INCREASED	174	50	+124	+248%	$1.8K	$4.0K	+$2.2K	2026-10-14
True Wealth Design, LLC	INCREASED	171	13	+158	+1215%	$461	$3.9K	+$3.5K	2026-10-13
Parkside Financial Bank & Trust	INCREASED	162	50	+112	+224%	$1.8K	$3.7K	+$2.0K	2026-10-27
Zions Bancorporation, National Association	NEW	154	—	+154	—	—	$3.5K	—	2026-11-06
Root Financial Partners, LLC	NEW	152	—	+152	—	—	$3.5K	—	2026-10-21
Adirondack Trust Co	UNCHANGED	150	150	0	0%	$5.3K	$3.4K	-$1.9K	2026-10-14
Ascentis Independent Advisors	NEW	125	—	+125	—	—	$2.9K	—	2026-11-03
POM Investment Strategies, LLC	UNCHANGED	105	105	0	0%	$3.7K	$2.4K	-$1.3K	2026-10-20
Rossby Financial, LCC	NEW	100	—	+100	—	—	$2.3K	—	2026-11-05
GK Wealth Management LLC	NEW	100	—	+100	—	—	$2.3K	—	2026-10-09
Cedar Mountain Advisors, LLC	UNCHANGED	100	100	0	0%	$3.5K	$2.3K	-$1.2K	2026-10-15
Spire Wealth Management	UNCHANGED	100	100	0	0%	$3.5K	$2.3K	-$1.2K	2026-10-30
Main Street Group, LTD	UNCHANGED	100	100	0	0%	$3.5K	$2.3K	-$1.2K	2026-10-28
Clark Wealth Partners	NEW	96	—	+96	—	—	$2.2K	—	2026-10-19
Physician Wealth Advisors, Inc.	DECREASED	76	97	-21	-22%	$3.4K	$1.7K	-$1.7K	2026-10-20
TD Waterhouse Canada Inc.	DECREASED	76	80	-4	-5%	$2.9K	$1.7K	-$1.1K	2026-10-16
Key Capital Management, Inc	UNCHANGED	76	76	0	0%	$2.7K	$1.7K	-$946	2026-11-03
Avion Wealth	INCREASED	73	51	+22	+43%	$1	$1	$0	2026-11-04
Pinnacle Wealth Planning Services, Inc.	DECREASED	56	136	-80	-59%	$4.8K	$1.3K	-$3.5K	2026-10-27
Wolverine Asset Management LLC	UNCHANGED	53	53	0	0%	$1.9K	$1.2K	-$660	2026-11-02
William Mack & Associates, Inc.	NEW	50	—	+50	—	—	$1.2K	—	2026-10-27
Financial Freedom, LLC	NEW	50	—	+50	—	—	$1.2K	—	2026-11-06
Balance Wealth Partners LLC	NEW	46	—	+46	—	—	$1.1K	—	2026-10-27
Bare Financial Services, Inc	NEW	43	—	+43	—	—	$989	—	2026-11-04
Nvwm, LLC	UNCHANGED	43	43	0	0%	$1.5K	$989	-$534	2026-10-14
Elevation Wealth Partners, LLC	NEW	41	—	+41	—	—	$943	—	2026-10-07
PayPay Securities Corp	INCREASED	40	26	+14	+54%	$921	$920	-$1	2026-10-27
Ascentis Wealth Management, LLC	NEW	35	—	+35	—	—	$804	—	2026-11-03
Retirement Wealth Solutions LLC	INCREASED	34	29	+5	+17%	$1.0K	$782	-$246	2026-10-07
James T. Borello RIA	NEW	31	—	+31	—	—	$713	—	2026-10-16
Bell Investment Advisors, Inc	UNCHANGED	29	29	0	0%	$1.0K	$667	-$361	2026-10-29
Hilton Head Capital Partners, LLC	UNCHANGED	25	25	0	0%	$886	$575	-$311	2026-10-23
SJS Investment Consulting Inc.	NEW	21	—	+21	—	—	$483	—	2026-10-26
Silver Grove Financial Group, Inc.	DECREASED	21	23	-2	-9%	$815	$483	-$332	2026-11-05
CoreCap Advisors, LLC	DECREASED	20	210	-190	-90%	$7.4K	$460	-$7.0K	2026-10-08
Planning Strategies Inc.	INCREASED	18	8	+10	+125%	$283	$414	+$131	2026-10-02
Sawyer & Company, Inc	UNCHANGED	17	17	0	0%	$602	$391	-$211	2026-10-21
Capital Advisors, Ltd. LLC	NEW	13	—	+13	—	—	$0	—	2026-10-27
Assetmark, Inc	DECREASED	12	18	-6	-33%	$638	$276	-$362	2026-10-21
Fairscale Capital, LLC	UNCHANGED	12	12	0	0%	$425	$276	-$149	2026-11-04
Jnba Financial Advisors	DECREASED	10	24	-14	-58%	$851	$230	-$621	2026-11-03
Signature Equity Partners, LLC	INCREASED	8	5	+3	+60%	$177	$184	+$7	2026-10-29
Asset Dedication, LLC	UNCHANGED	8	8	0	0%	$284	$184	-$100	2026-11-03
Provenance Wealth Advisors, LLC	NEW	6	—	+6	—	—	$138	—	2026-10-30
Mcdonald Partners LLC	UNCHANGED	6	6	0	0%	$213	$138	-$75	2026-11-03
Monetary Solutions, Ltd	NEW	4	—	+4	—	—	$92	—	2026-10-22
Addison Advisors LLC	UNCHANGED	4	4	0	0%	$142	$92	-$50	2026-11-06
Glass Jacobson Investment Advisors llc	UNCHANGED	4	4	0	0%	$142	$92	-$50	2026-10-26
Investors Research Corp	UNCHANGED	4	4	0	0%	$142	$92	-$50	2026-10-07
WPG Advisers, LLC	UNCHANGED	2	2	0	0%	$71	$46	-$25	2026-10-27
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$25	—	2026-10-30
DiNuzzo Private Wealth, Inc.	UNCHANGED	1	1	0	0%	$36	$23	-$13	2026-10-16
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$36	$23	-$13	2026-10-15
JFS Wealth Advisors, LLC	UNCHANGED	1	1	0	0%	$36	$23	-$13	2026-11-03
Blue Jean Financial LLC	CLOSED	0	103,049	-103,049	-100%	$3.7M	$0	-$3.7M	2026-10-20
Rare Wolf Capital LLC	CLOSED	0	25,925	-25,925	-100%	$918.5K	$0	-$918.5K	2026-10-20
Simplex Trading, LLC	CLOSED	0	18,575	-18,575	-100%	$658.1K	$0	-$658.1K	2026-11-04
Galvin, Gaustad & Stein, LLC	CLOSED	0	15,943	-15,943	-100%	$564.9K	$0	-$564.9K	2026-10-08
Capital Advantage, Inc.	CLOSED	0	11,625	-11,625	-100%	$411.9K	$0	-$411.9K	2026-10-14
Simplicity Wealth,LLC	CLOSED	0	10,745	-10,745	-100%	$380.7K	$0	-$380.7K	2026-10-23
Independent Financial Group, LLC	CLOSED	0	10,103	-10,103	-100%	$357.9K	$0	-$357.9K	2026-10-13
Cambridge Investment Research Advisors, Inc.	CLOSED	0	8,585	-8,585	-100%	$304.0K	$0	-$304.0K	2026-11-02
Xponance LLC	CLOSED	0	8,472	-8,472	-100%	$300.2K	$0	-$300.2K	2026-11-03
AMI Asset Management Corp	CLOSED	0	8,330	-8,330	-100%	$295.1K	$0	-$295.1K	2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.	CLOSED	0	8,232	-8,232	-100%	$291.7K	$0	-$291.7K	2026-10-22
Strategic Family Wealth Counselors, L.L.C.	CLOSED	0	7,992	-7,992	-100%	$283.2K	$0	-$283.2K	2026-10-29
Oppenheimer Asset Management Inc.	CLOSED	0	7,929	-7,929	-100%	$280.9K	$0	-$280.9K	2026-10-27
Merit Financial Group, LLC	CLOSED	0	7,871	-7,871	-100%	$278.9K	$0	-$278.9K	2026-11-06
State of Wyoming	CLOSED	0	7,234	-7,234	-100%	$256.3K	$0	-$256.3K	2026-10-28
Venture Visionary Partners LLC	CLOSED	0	7,205	-7,205	-100%	$255.3K	$0	-$255.3K	2026-10-07
Truist Financial Corp	CLOSED	0	6,905	-6,905	-100%	$244.6K	$0	-$244.6K	2026-10-30
Symmetry Partners, LLC	CLOSED	0	6,793	-6,793	-100%	$240.7K	$0	-$240.7K	2026-10-27
Inspire Investing, LLC	CLOSED	0	6,722	-6,722	-100%	$238.2K	$0	-$238.2K	2026-10-22
Abel Hall, LLC	CLOSED	0	6,354	-6,354	-100%	$225.1K	$0	-$225.1K	2026-10-19
Swiss Life Asset Management Ltd	CLOSED	0	6,185	-6,185	-100%	$219.1K	$0	-$219.1K	2026-11-03
Keeler & Nadler Financial Planning & Wealth Management	CLOSED	0	6,007	-6,007	-100%	$212.8K	$0	-$212.8K	2026-10-28
Traynor Capital Management, Inc.	CLOSED	0	5,967	-5,967	-100%	$211.4K	$0	-$211.4K	2026-10-29
Mosley Wealth Management	CLOSED	0	3,176	-3,176	-100%	$112.5K	$0	-$112.5K	2026-10-16
FNY Investment Advisers, LLC	CLOSED	0	2,199	-2,199	-100%	$77	$0	-$77	2026-10-16
Summit Securities Group LLC	CLOSED	0	743	-743	-100%	$26.3K	$0	-$26.3K	2026-11-05
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	256	-256	-100%	$9.1K	$0	-$9.1K	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	155	-155	-100%	$5.5K	$0	-$5.5K	2026-10-15
Wealth Enhancement Trust Services, Inc.	CLOSED	0	99	-99	-100%	$3.5K	$0	-$3.5K	2026-10-07
West Financial Advisors, LLC	CLOSED	0	28	-28	-100%	$993	$0	-$993	2026-10-22
Cornerstone Planning Group LLC	CLOSED	0	18	-18	-100%	$516	$0	-$516	2026-10-16
NBT Bank, N.A.	CLOSED	0	11	-11	-100%	$390	$0	-$390	2026-10-21
Quaker Wealth Management, LLC	CLOSED	0	11	-11	-100%	$390	$0	-$390	2026-10-22
Salem Investment Counselors Inc	CLOSED	0	6	-6	-100%	$213	$0	-$213	2026-10-13
Stone House Investment Management, LLC	CLOSED	0	5	-5	-100%	$177	$0	-$177	2026-10-23
NorthAvenue LLC	CLOSED	0	4	-4	-100%	$142	$0	-$142	2026-10-29
BlackRock, Inc.	N/A	—	7,878,717	-7,878,717	-100%	$279.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,739,758	-3,739,758	-100%	$132.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,698,553	-3,698,553	-100%	$131.0M	—	—	—
Morgan Stanley	N/A	—	2,414,712	-2,414,712	-100%	$85.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,395,222	-2,395,222	-100%	$84.9M	—	—	—
Marshall Wace, LLP	N/A	—	2,370,690	-2,370,690	-100%	$84.0M	—	—	—
State Street Corp	N/A	—	2,118,467	-2,118,467	-100%	$75.1M	—	—	—
Clear Street Group Inc.	N/A	—	1,829,063	-1,829,063	-100%	$64.8M	—	—	—
Bank of America Corp	N/A	—	1,512,356	-1,512,356	-100%	$53.6M	—	—	—
UBS Group AG	N/A	—	1,503,436	-1,503,436	-100%	$53.3M	—	—	—
LuminArx Capital Management LP	N/A	—	1,500,000	-1,500,000	-100%	$1.2M	—	—	—
Baillie Gifford & Co	N/A	—	1,083,157	-1,083,157	-100%	$38.4M	—	—	—
Citadel Advisors LLC	N/A	—	955,585	-955,585	-100%	$33.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	920,253	-920,253	-100%	$32.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	885,159	-885,159	-100%	$31.4M	—	—	—
Coatue Management LLC	N/A	—	870,947	-870,947	-100%	$30.9M	—	—	—
Capital Fund Management S.A.	N/A	—	800,994	-800,994	-100%	$28.4M	—	—	—
Northern Trust Corp	N/A	—	785,102	-785,102	-100%	$27.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	765,281	-765,281	-100%	$27.1M	—	—	—
Millennium Management LLC	N/A	—	764,847	-764,847	-100%	$27.1M	—	—	—
FMR LLC	N/A	—	706,548	-706,548	-100%	$25.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	603,257	-603,257	-100%	$21.4M	—	—	—
Balyasny Asset Management L.P.	N/A	—	556,759	-556,759	-100%	$19.7M	—	—	—
HRT Financial LP	N/A	—	458,072	-458,072	-100%	$16.2M	—	—	—
Walleye Capital LLC	N/A	—	449,131	-449,131	-100%	$15.9M	—	—	—
First Trust Advisors LP	N/A	—	379,056	-379,056	-100%	$13.4M	—	—	—
Pathstone Holdings, LLC	N/A	—	335,278	-335,278	-100%	$11.9M	—	—	—
Squarepoint Ops LLC	N/A	—	330,114	-330,114	-100%	$11.7M	—	—	—
Fred Alger Management, LLC	N/A	—	303,325	-303,325	-100%	$10.7M	—	—	—
Hidden Lake Asset Management LP	N/A	—	281,614	-281,614	-100%	$10.0M	—	—	—
Nuveen, LLC	N/A	—	268,547	-268,547	-100%	$9.5M	—	—	—
Alberta Investment Management Corp	N/A	—	238,800	-238,800	-100%	$8.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	236,584	-236,584	-100%	$8.4M	—	—	—
HSBC Holdings PLC	N/A	—	199,978	-199,978	-100%	$7.2M	—	—	—
Wells Fargo & Company	N/A	—	180,219	-180,219	-100%	$6.4M	—	—	—
Swiss National Bank	N/A	—	166,600	-166,600	-100%	$5.9M	—	—	—
Gator Capital Management, LLC	N/A	—	161,490	-161,490	-100%	$5.7M	—	—	—
Quantinno Capital Management LP	N/A	—	149,415	-149,415	-100%	$5.3M	—	—	—
Credit Agricole S A	N/A	—	142,075	-142,075	-100%	$5.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	138,692	-138,692	-100%	$4.9M	—	—	—
Raymond James Financial Inc	N/A	—	133,840	-133,840	-100%	$4.7M	—	—	—
JPMorgan Chase & Co	N/A	—	121,448	-121,448	-100%	$4.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	120,137	-120,137	-100%	$4.3M	—	—	—
Bank of Nova Scotia	N/A	—	119,894	-119,894	-100%	$4.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	118,603	-118,603	-100%	$4.2M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	114,975	-114,975	-100%	$4.1M	—	—	—
Invesco Ltd.	N/A	—	114,816	-114,816	-100%	$4.1M	—	—	—
Headlands Technologies LLC	N/A	—	113,300	-113,300	-100%	$4.0M	—	—	—
Rhumbline Advisers	N/A	—	110,510	-110,510	-100%	$3.9M	—	—	—
AQR Capital Management LLC	N/A	—	110,446	-110,446	-100%	$3.9M	—	—	—
MML Investors Services, LLC	N/A	—	106,965	-106,965	-100%	$3.8M	—	—	—
Walleye Trading LLC	N/A	—	101,926	-101,926	-100%	$3.6M	—	—	—
Alliancebernstein L.P.	N/A	—	100,007	-100,007	-100%	$2.6M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	95,836	-95,836	-100%	$3.4M	—	—	—
California State Teachers Retirement System	N/A	—	95,138	-95,138	-100%	$3.4M	—	—	—
Norges Bank	N/A	—	93,959	-93,959	-100%	$3.3M	—	—	—
Banco Santander, S.A.	N/A	—	92,280	-92,280	-100%	$3.3M	—	—	—
Bank of Montreal	N/A	—	88,698	-88,698	-100%	$3.1M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	86,987	-86,987	-100%	$3.1M	—	—	—
Edgestream Partners, L.P.	N/A	—	82,146	-82,146	-100%	$2.9M	—	—	—
Odyssean, LLC	N/A	—	80,393	-80,393	-100%	$2.8M	—	—	—
Trexquant Investment LP	N/A	—	79,739	-79,739	-100%	$2.8M	—	—	—
Private Advisor Group, LLC	N/A	—	77,236	-77,236	-100%	$2.7M	—	—	—
Brevan Howard Capital Management LP	N/A	—	76,908	-76,908	-100%	$2.7M	—	—	—
Quadrature Capital Ltd	N/A	—	76,342	-76,342	-100%	$2.7M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	75,579	-75,579	-100%	$2.7M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	74,260	-74,260	-100%	$2.6M	—	—	—
Legal & General Group Plc	N/A	—	73,072	-73,072	-100%	$2.6M	—	—	—
Peak6 LLC	N/A	—	72,871	-72,871	-100%	$2.6M	—	—	—
Marex Group Ltd	N/A	—	70,214	-70,214	-100%	$2.5M	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	69,043	-69,043	-100%	$2.4M	—	—	—
Divisadero Street Capital Management, LP	N/A	—	67,461	-67,461	-100%	$2.4M	—	—	—
Aquatic Capital Management LLC	N/A	—	64,545	-64,545	-100%	$2.3M	—	—	—
Man Group plc	N/A	—	61,239	-61,239	-100%	$2.2M	—	—	—
Holocene Advisors, LP	N/A	—	54,553	-54,553	-100%	$1.9M	—	—	—
GSA Capital Partners LLP	N/A	—	50,765	-50,765	-100%	$1.8M	—	—	—
MetLife Investment Management, LLC	N/A	—	50,045	-50,045	-100%	$1.8M	—	—	—
SummitTX Capital, L.P.	N/A	—	48,844	-48,844	-100%	$1.7M	—	—	—
Mariner, LLC	N/A	—	46,970	-46,970	-100%	$1.7M	—	—	—
Entropy Technologies, LP	N/A	—	45,451	-45,451	-100%	$1.6M	—	—	—
Havemeyer Place LP	N/A	—	45,013	-45,013	-100%	$1.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	43,957	-43,957	-100%	$1.6M	—	—	—
Algert Global LLC	N/A	—	42,040	-42,040	-100%	$1.5M	—	—	—
GMT Capital Corp	N/A	—	42,000	-42,000	-100%	$1.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	40,997	-40,997	-100%	$1.4M	—	—	—
Ameriprise Financial Inc	N/A	—	40,369	-40,369	-100%	$1.4M	—	—	—
Composition Wealth, LLC	N/A	—	38,194	-38,194	-100%	$1.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	38,093	-38,093	-100%	$1.4M	—	—	—
Mercer Global Advisors Inc	N/A	—	37,897	-37,897	-100%	$1.3M	—	—	—
Jupiter Topco LLC	N/A	—	36,427	-36,427	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	36,313	-36,313	-100%	$1.3M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	35,711	-35,711	-100%	$1.3M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	35,688	-35,688	-100%	$1.3M	—	—	—
SCS Capital Management LLC	N/A	—	35,000	-35,000	-100%	$1.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	33,719	-33,719	-100%	$1.2M	—	—	—
Kera Capital Partners, Inc.	N/A	—	33,480	-33,480	-100%	$1.2M	—	—	—
Quantbot Technologies LP	N/A	—	32,631	-32,631	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	30,258	-30,258	-100%	$1.1M	—	—	—
New York State Common Retirement Fund	N/A	—	30,226	-30,226	-100%	$1.1M	—	—	—
Qsemble Capital Management, LP	N/A	—	28,317	-28,317	-100%	$1.0M	—	—	—
Handelsbanken Fonder AB	N/A	—	27,700	-27,700	-100%	$981	—	—	—
Intellectus Partners, LLC	N/A	—	27,250	-27,250	-100%	$965.5K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	26,590	-26,590	-100%	$942.1K	—	—	—
Group One Trading LLC	N/A	—	26,371	-26,371	-100%	$934.3K	—	—	—
Centiva Capital, LP	N/A	—	26,038	-26,038	-100%	$922.5K	—	—	—
Natixis Advisors, LLC	N/A	—	25,901	-25,901	-100%	$917.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	25,795	-25,795	-100%	$913.9K	—	—	—
Jane Street Group, LLC	N/A	—	25,766	-25,766	-100%	$912.9K	—	—	—
Nomura Holdings Inc	N/A	—	25,536	-25,536	-100%	$904.7K	—	—	—
Altshuler Shaham Ltd	N/A	—	25,512	-25,512	-100%	$903.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	25,242	-25,242	-100%	$894.3K	—	—	—
Caption Management, LLC	N/A	—	25,000	-25,000	-100%	$885.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	23,177	-23,177	-100%	$821.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	22,966	-22,966	-100%	$813.7K	—	—	—
Mangrove Partners IM, LLC	N/A	—	22,153	-22,153	-100%	$784.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	21,672	-21,672	-100%	$767.8K	—	—	—
Inspire Advisors, LLC	N/A	—	21,601	-21,601	-100%	$765.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	21,350	-21,350	-100%	$756.4K	—	—	—
Intech Investment Management LLC	N/A	—	19,518	-19,518	-100%	$691.5K	—	—	—
Canada Pension Plan Investment Board	N/A	—	19,300	-19,300	-100%	$683.8K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	19,300	-19,300	-100%	$683.8K	—	—	—
Winton Group Ltd	N/A	—	18,600	-18,600	-100%	$659.0K	—	—	—
Shelton Capital Management	N/A	—	18,000	-18,000	-100%	$637.7K	—	—	—
Dark Forest Capital Management LP	N/A	—	17,280	-17,280	-100%	$612.2K	—	—	—
Voya Investment Management LLC	N/A	—	16,164	-16,164	-100%	$572.7K	—	—	—
PFG Investments, LLC	N/A	—	14,900	-14,900	-100%	$527.9K	—	—	—
Prudential Financial Inc	N/A	—	14,335	-14,335	-100%	$507.9K	—	—	—
Allstate Corp	N/A	—	14,318	-14,318	-100%	$507.3K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	13,766	-13,766	-100%	$487.7K	—	—	—
Mirabella Financial Services LLP	N/A	—	13,563	-13,563	-100%	$480.5K	—	—	—
Fairbanks Capital Management, Inc.	N/A	—	12,800	-12,800	-100%	$453.5K	—	—	—
Phoenix Financial Ltd.	N/A	—	12,612	-12,612	-100%	$445.5K	—	—	—
Two Sigma Investments, LP	N/A	—	12,500	-12,500	-100%	$442.9K	—	—	—
Jain Global LLC	N/A	—	12,308	-12,308	-100%	$436.1K	—	—	—
Optiver Holding B.V.	N/A	—	11,888	-11,888	-100%	$421.2K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	11,197	-11,197	-100%	$396.7K	—	—	—
State of Wisconsin Investment Board	N/A	—	11,127	-11,127	-100%	$394.2K	—	—	—
Royal Bank of Canada	N/A	—	10,829	-10,829	-100%	$383.0K	—	—	—
SEI Investments Co	N/A	—	9,767	-9,767	-100%	$346.1K	—	—	—
Victory Capital Management Inc	N/A	—	9,471	-9,471	-100%	$335.6K	—	—	—
Greenwich Wealth Management LLC	N/A	—	9,091	-9,091	-100%	$322.0K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	8,575	-8,575	-100%	$303.8K	—	—	—
Freestone Grove Partners LP	N/A	—	8,473	-8,473	-100%	$300.2K	—	—	—
World Investment Advisors	N/A	—	8,435	-8,435	-100%	$298.5K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	8,418	-8,418	-100%	$298.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	7,767	-7,767	-100%	$275.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	7,661	-7,661	-100%	$271.4K	—	—	—
Engineers Gate Manager LP	N/A	—	7,420	-7,420	-100%	$262.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	7,196	-7,196	-100%	$255.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,174	-7,174	-100%	$254.2K	—	—	—
PCM Encore, LLC	N/A	—	6,648	-6,648	-100%	$235.5K	—	—	—
EMC Capital Management	N/A	—	6,600	-6,600	-100%	$194	—	—	—
Jump Financial, LLC	N/A	—	6,452	-6,452	-100%	$228.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	6,418	-6,418	-100%	$227.4K	—	—	—
Wealthfront Advisers LLC	N/A	—	6,385	-6,385	-100%	$226.2K	—	—	—
Synergy Financial Group, LTD	N/A	—	6,374	-6,374	-100%	$225.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	6,366	-6,366	-100%	$225.5K	—	—	—
Caprock Group, LLC	N/A	—	6,360	-6,360	-100%	$225.3K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	6,011	-6,011	-100%	$213.0K	—	—	—
SG Americas Securities, LLC	N/A	—	5,741	-5,741	-100%	$203.0K	—	—	—
Fora Capital, LLC	N/A	—	5,716	-5,716	-100%	$202.5K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,524	-5,524	-100%	$196.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	5,400	-5,400	-100%	$191.3K	—	—	—
Advisory Services Network, LLC	N/A	—	4,775	-4,775	-100%	$169.2K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	3,920	-3,920	-100%	$138.9K	—	—	—
Harbour Investments, Inc.	N/A	—	3,345	-3,345	-100%	$118.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	3,123	-3,123	-100%	$110.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,951	-2,951	-100%	$104.6K	—	—	—
Orion Capital Management LLC	N/A	—	2,700	-2,700	-100%	$95.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,185	-2,185	-100%	$77.4K	—	—	—
Hollencrest Capital Management	N/A	—	2,000	-2,000	-100%	$70.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,842	-1,842	-100%	$65.3K	—	—	—
Arax Advisory Partners	N/A	—	1,622	-1,622	-100%	$57.5K	—	—	—
Bogart Wealth, LLC	N/A	—	1,610	-1,610	-100%	$57.0K	—	—	—
Osbon Capital Management LLC	N/A	—	1,129	-1,129	-100%	$40.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	844	-844	-100%	$29.9K	—	—	—
Schroder Investment Management Group	N/A	—	756	-756	-100%	$26.5K	—	—	—
National Bank of Canada	N/A	—	681	-681	-100%	$24.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	662	-662	-100%	$23.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	568	-568	-100%	$20.1K	—	—	—
Huntington National Bank	N/A	—	400	-400	-100%	$14.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	385	-385	-100%	$13.6K	—	—	—
Quent Capital, LLC	N/A	—	334	-334	-100%	$11.8K	—	—	—
Ancora Advisors LLCA	N/A	—	325	-325	-100%	$11.5K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	320	-320	-100%	$11.3K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	300	-300	-100%	$10.6K	—	—	—
Quarry LP	N/A	—	223	-223	-100%	$7.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	212	-212	-100%	$7.5K	—	—	—
Rothschild Investment LLC	N/A	—	200	-200	-100%	$7.1K	—	—	—
Allied Private Wealth LLC	N/A	—	175	-175	-100%	$5.6K	—	—	—
Dogwood Wealth Management LLC	N/A	—	165	-165	-100%	$5.8K	—	—	—
Kerr Financial Planning Corp	N/A	—	150	-150	-100%	$5.3K	—	—	—
Bessemer Group Inc	N/A	—	130	-130	-100%	$5	—	—	—
Frazier Financial Advisors, LLC	N/A	—	100	-100	-100%	$3.5K	—	—	—
Heritage Wealth Advisors	N/A	—	100	-100	-100%	$3.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	87	-87	-100%	$3.1K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	70	-70	-100%	$2.5K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	50	-50	-100%	$1.8K	—	—	—
Forum Finance Group S.A.	N/A	—	50	-50	-100%	$1	—	—	—
Anchor Investment Management, LLC	N/A	—	41	-41	-100%	$1.5K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	34	-34	-100%	$1.2K	—	—	—
SouthState Bank Corp	N/A	—	20	-20	-100%	$709	—	—	—
IMA Advisory Services, Inc.	N/A	—	20	-20	-100%	$709	—	—	—
Cornerstone Financial Management LLC	N/A	—	20	-20	-100%	$709	—	—	—
SHP Wealth Management	N/A	—	17	-17	-100%	$602	—	—	—
Elequin Capital, LP	N/A	—	16	-16	-100%	$567	—	—	—
Manning & Napier Advisors LLC	N/A	—	16	-16	-100%	$560	—	—	—
Hantz Financial Services, Inc.	N/A	—	12	-12	-100%	$0	—	—	—
Toronto Dominion Bank	N/A	—	11	-11	-100%	$390	—	—	—
JPL Wealth Management, LLC	N/A	—	3	-3	-100%	$107	—	—	—
BFC Planning, Inc.	N/A	—	3	-3	-100%	$106	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	2	-2	-100%	$70	—	—	—
Strive Financial Group,LLC	N/A	—	2	-2	-100%	$71	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	1	-1	-100%	$35	—	—	—
Continuum Advisory, LLC	N/A	—	1	-1	-100%	$35	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$35	—	—	—

Showing 394 of 394 institutions