Utah Medical Products Inc (UTMD)

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

Shares203,772 from 198,817

Change+4,955 (+2%)

Value$15.1M (+$1.4M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares76,377 from 108,048

Change-31,671 (-29%)

Value$5.7M (-$1.8M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares47,301 from 34,263

Change+13,038 (+38%)

Value$3.5M (+$1.1M)

Filed 2026-11-05

Cardinal Capital Management

INCREASED

Shares29,458 from 27,094

Change+2,364 (+9%)

Value$2.2M (+$313.2K)

Filed 2026-10-21

Everett Harris & Co

DECREASED

Shares20,823 from 23,933

Change-3,110 (-13%)

Value$1.5M (-$109.0K)

Filed 2026-10-28

LSV Asset Management

UNCHANGED

Shares17,959 from 17,959

Change0 (0%)

Value$1.3K (-$1.2M)

Filed 2026-11-06

Ritholtz Wealth Management

INCREASED

Shares17,430 from 13,124

Change+4,306 (+33%)

Value$1.3M (+$385.4K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares13,962 from 14,528

Change-566 (-4%)

Value$1.0M (+$31.7K)

Filed 2026-11-06

State of Wyoming

INCREASED

Shares6,683 from 4,803

Change+1,880 (+39%)

Value$494.9K (+$163.6K)

Filed 2026-10-28

Bridge City Capital, LLC

UNCHANGED

Shares6,654 from 6,654

Change0 (0%)

Value$492.7K (+$33.7K)

Filed 2026-10-29

Atria Investments, Inc

DECREASED

Shares6,587 from 7,054

Change-467 (-7%)

Value$487.8K (+$1.2K)

Filed 2026-10-15

Seizert Capital Partners, LLC

INCREASED

Shares6,216 from 5,438

Change+778 (+14%)

Value$460.3K (+$85.2K)

Filed 2026-10-30

Russell Investments Group, Ltd.

DECREASED

Shares4,377 from 4,550

Change-173 (-4%)

Value$324.1K (+$10.3K)

Filed 2026-11-06

Penobscot Investment Management Company, Inc.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$296.2K (+$20.3K)

Filed 2026-10-26

Exchange Traded Concepts, LLC

DECREASED

Shares3,671 from 4,094

Change-423 (-10%)

Value$271.8K (-$10.6K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

NEW

Shares2,974

Change+2,974

Value$219.7K

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares2,949 from 3,278

Change-329 (-10%)

Value$218.4K (-$7.7K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares1,300 from 881

Change+419 (+48%)

Value$96.3K (+$35.5K)

Filed 2026-11-06

Copeland Capital Management, LLC

INCREASED

Shares1,028 from 1,025

Change+3 (+0%)

Value$76.1K (+$5.4K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares677 from 695

Change-18 (-3%)

Value$50.1K (+$2.2K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

INCREASED

Shares672 from 622

Change+50 (+8%)

Value$49.8K (+$6.9K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares563 from 2,185

Change-1,622 (-74%)

Value$41.7K (-$109.0K)

Filed 2026-11-04

Golden State Wealth Management, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$37.0K (+$2.5K)

Filed 2026-11-02

Versant Capital Management, Inc

INCREASED

Shares464 from 440

Change+24 (+5%)

Value$34.4K (+$4.0K)

Filed 2026-10-02

Harbor Capital Advisors, Inc.

INCREASED

Shares328 from 58

Change+270 (+466%)

Value$24 (-$4.0K)

Filed 2026-10-22

North Star Investment Management Corp.

UNCHANGED

Shares313 from 313

Change0 (0%)

Value$23.2K (+$1.6K)

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares275 from 372

Change-97 (-26%)

Value$20.4K (-$5.3K)

Filed 2026-10-05

Gamma Investing LLC

INCREASED

Shares275 from 225

Change+50 (+22%)

Value$20.4K (+$4.8K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

UNCHANGED

Shares199 from 199

Change0 (0%)

Value$14.8K (+$1.0K)

Filed 2026-10-20

Covestor Ltd

DECREASED

Shares148 from 158

Change-10 (-6%)

Value$11 (-$11.0K)

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares128 from 238

Change-110 (-46%)

Value$9.5K (-$6.9K)

Filed 2026-10-27

Signaturefd, LLC

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$5.0K (+$339)

Filed 2026-10-23

Sterling Capital Management LLC

INCREASED

Shares60 from 57

Change+3 (+5%)

Value$4.4K (+$511)

Filed 2026-10-22

Essential Partners LLC

DECREASED

Shares51 from 52

Change-1 (-2%)

Value$3.8K (+$190)

Filed 2026-10-14

Physician Wealth Advisors, Inc.

DECREASED

Shares46 from 53

Change-7 (-13%)

Value$3.4K (-$249)

Filed 2026-10-20

SJS Investment Consulting Inc.

NEW

Shares40

Change+40

Value$3.0K

Filed 2026-10-26

Avion Wealth

DECREASED

Shares39 from 48

Change-9 (-19%)

Value$2 (-$1)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

INCREASED

Shares38 from 36

Change+2 (+6%)

Value$2.8K (+$331)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares34 from 27

Change+7 (+26%)

Value$2.5K (+$647)

Filed 2026-10-08

True Wealth Design, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$2.1K (+$142)

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.6K ($0)

Filed 2026-11-06

Bare Financial Services, Inc

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.3K (+$91)

Filed 2026-11-04

Lanark Financial, Inc.

DECREASED

Shares16 from 19

Change-3 (-16%)

Value$1.2K (-$125)

Filed 2026-10-26

Fortitude Family Office, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.1K (+$76)

Filed 2026-10-14

IFP Advisors, Inc

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$963 (+$66)

Filed 2026-10-16

Hughes Financial Services, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$601 (-$20)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares8

Change+8

Value$592

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares2

Change+2

Value$148

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

NEW

Shares2

Change+2

Value$148

Filed 2026-10-29

US Bancorp \de\

CLOSED

Shares0 from 414

Change-414 (-100%)

Value$0 (-$28.6K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-16

Brandes Investment Partners, LP

N/A

Shares— from 475,158

Change-475,158 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 203,690

Change-203,690 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 175,814

Change-175,814 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 134,535

Change-134,535 (-100%)

Value—

Minerva Advisors LLC

N/A

Shares— from 93,615

Change-93,615 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 85,231

Change-85,231 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 71,363

Change-71,363 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 69,671

Change-69,671 (-100%)

Value—

State Street Corp

N/A

Shares— from 63,937

Change-63,937 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 43,074

Change-43,074 (-100%)

Value—

UBS Group AG

N/A

Shares— from 34,369

Change-34,369 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 30,104

Change-30,104 (-100%)

Value—

Huber Capital Management LLC

N/A

Shares— from 29,009

Change-29,009 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 21,938

Change-21,938 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 21,683

Change-21,683 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 21,547

Change-21,547 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 20,276

Change-20,276 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 20,014

Change-20,014 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 18,455

Change-18,455 (-100%)

Value—

FMR LLC

N/A

Shares— from 18,068

Change-18,068 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 14,993

Change-14,993 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,679

Change-11,679 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 11,121

Change-11,121 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,548

Change-10,548 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 8,735

Change-8,735 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,633

Change-8,633 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 8,627

Change-8,627 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,984

Change-7,984 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 7,886

Change-7,886 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 7,158

Change-7,158 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 7,053

Change-7,053 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 5,328

Change-5,328 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,166

Change-5,166 (-100%)

Value—

&partners

N/A

Shares— from 5,125

Change-5,125 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 4,738

Change-4,738 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 4,601

Change-4,601 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 4,098

Change-4,098 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 4,059

Change-4,059 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 4,012

Change-4,012 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 3,951

Change-3,951 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 3,264

Change-3,264 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 3,038

Change-3,038 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,568

Change-2,568 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 2,202

Change-2,202 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 1,633

Change-1,633 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,631

Change-1,631 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,429

Change-1,429 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 1,399

Change-1,399 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,208

Change-1,208 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,033

Change-1,033 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 958

Change-958 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 581

Change-581 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 408

Change-408 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 393

Change-393 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 325

Change-325 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 296

Change-296 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 295

Change-295 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 225

Change-225 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 186

Change-186 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 42

Change-42 (-100%)

Value—

Quarry LP

N/A

Shares— from 27

Change-27 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Optiver Holding B.V.

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	203,772	198,817	+4,955	+2%	$13.7M	$15.1M	+$1.4M	2026-11-04
Geode Capital Management, LLC	DECREASED	76,377	108,048	-31,671	-29%	$7.5M	$5.7M	-$1.8M	2026-11-06
Bank of New York Mellon Corp	INCREASED	47,301	34,263	+13,038	+38%	$2.4M	$3.5M	+$1.1M	2026-11-05
Cardinal Capital Management	INCREASED	29,458	27,094	+2,364	+9%	$1.9M	$2.2M	+$313.2K	2026-10-21
Everett Harris & Co	DECREASED	20,823	23,933	-3,110	-13%	$1.7M	$1.5M	-$109.0K	2026-10-28
LSV Asset Management	UNCHANGED	17,959	17,959	0	0%	$1.2M	$1.3K	-$1.2M	2026-11-06
Ritholtz Wealth Management	INCREASED	17,430	13,124	+4,306	+33%	$905.3K	$1.3M	+$385.4K	2026-11-05
LPL Financial LLC	DECREASED	13,962	14,528	-566	-4%	$1.0M	$1.0M	+$31.7K	2026-11-06
State of Wyoming	INCREASED	6,683	4,803	+1,880	+39%	$331.3K	$494.9K	+$163.6K	2026-10-28
Bridge City Capital, LLC	UNCHANGED	6,654	6,654	0	0%	$459.0K	$492.7K	+$33.7K	2026-10-29
Atria Investments, Inc	DECREASED	6,587	7,054	-467	-7%	$486.6K	$487.8K	+$1.2K	2026-10-15
Seizert Capital Partners, LLC	INCREASED	6,216	5,438	+778	+14%	$375.1K	$460.3K	+$85.2K	2026-10-30
Russell Investments Group, Ltd.	DECREASED	4,377	4,550	-173	-4%	$313.9K	$324.1K	+$10.3K	2026-11-06
Penobscot Investment Management Company, Inc.	UNCHANGED	4,000	4,000	0	0%	$275.9K	$296.2K	+$20.3K	2026-10-26
Exchange Traded Concepts, LLC	DECREASED	3,671	4,094	-423	-10%	$282.4K	$271.8K	-$10.6K	2026-10-28
Wealth Enhancement Advisory Services, LLC	NEW	2,974	—	+2,974	—	—	$219.7K	—	2026-10-13
Deutsche Bank Ag\	DECREASED	2,949	3,278	-329	-10%	$226.1K	$218.4K	-$7.7K	2026-11-06
Barclays PLC	INCREASED	1,300	881	+419	+48%	$60.8K	$96.3K	+$35.5K	2026-11-06
Copeland Capital Management, LLC	INCREASED	1,028	1,025	+3	+0%	$70.7K	$76.1K	+$5.4K	2026-10-13
Fifth Third Bancorp	DECREASED	677	695	-18	-3%	$47.9K	$50.1K	+$2.2K	2026-11-05
PNC Financial Services Group, Inc.	INCREASED	672	622	+50	+8%	$42.9K	$49.8K	+$6.9K	2026-11-06
Citigroup Inc	DECREASED	563	2,185	-1,622	-74%	$150.7K	$41.7K	-$109.0K	2026-11-04
Golden State Wealth Management, LLC	UNCHANGED	500	500	0	0%	$34.5K	$37.0K	+$2.5K	2026-11-02
Versant Capital Management, Inc	INCREASED	464	440	+24	+5%	$30.4K	$34.4K	+$4.0K	2026-10-02
Harbor Capital Advisors, Inc.	INCREASED	328	58	+270	+466%	$4.0K	$24	-$4.0K	2026-10-22
North Star Investment Management Corp.	UNCHANGED	313	313	0	0%	$21.6K	$23.2K	+$1.6K	2026-10-27
MassMutual Private Wealth & Trust, FSB	DECREASED	275	372	-97	-26%	$25.7K	$20.4K	-$5.3K	2026-10-05
Gamma Investing LLC	INCREASED	275	225	+50	+22%	$15.5K	$20.4K	+$4.8K	2026-10-08
Nisa Investment Advisors, LLC	UNCHANGED	199	199	0	0%	$13.8K	$14.8K	+$1.0K	2026-10-20
Covestor Ltd	DECREASED	148	158	-10	-6%	$11.0K	$11	-$11.0K	2026-10-30
Pinnacle Wealth Planning Services, Inc.	DECREASED	128	238	-110	-46%	$16.4K	$9.5K	-$6.9K	2026-10-27
Signaturefd, LLC	UNCHANGED	67	67	0	0%	$4.6K	$5.0K	+$339	2026-10-23
Sterling Capital Management LLC	INCREASED	60	57	+3	+5%	$3.9K	$4.4K	+$511	2026-10-22
Essential Partners LLC	DECREASED	51	52	-1	-2%	$3.6K	$3.8K	+$190	2026-10-14
Physician Wealth Advisors, Inc.	DECREASED	46	53	-7	-13%	$3.7K	$3.4K	-$249	2026-10-20
SJS Investment Consulting Inc.	NEW	40	—	+40	—	—	$3.0K	—	2026-10-26
Avion Wealth	DECREASED	39	48	-9	-19%	$3	$2	-$1	2026-11-04
EverSource Wealth Advisors, LLC	INCREASED	38	36	+2	+6%	$2.5K	$2.8K	+$331	2026-11-04
Farther Finance Advisors, LLC	INCREASED	34	27	+7	+26%	$1.9K	$2.5K	+$647	2026-10-08
True Wealth Design, LLC	UNCHANGED	28	28	0	0%	$1.9K	$2.1K	+$142	2026-10-13
Allworth Financial LP	UNCHANGED	23	23	0	0%	$1.6K	$1.6K	$0	2026-11-06
Bare Financial Services, Inc	UNCHANGED	18	18	0	0%	$1.2K	$1.3K	+$91	2026-11-04
Lanark Financial, Inc.	DECREASED	16	19	-3	-16%	$1.3K	$1.2K	-$125	2026-10-26
Fortitude Family Office, LLC	UNCHANGED	15	15	0	0%	$1.0K	$1.1K	+$76	2026-10-14
IFP Advisors, Inc	UNCHANGED	13	13	0	0%	$897	$963	+$66	2026-10-16
Hughes Financial Services, LLC	UNCHANGED	9	9	0	0%	$621	$601	-$20	2026-10-30
Root Financial Partners, LLC	NEW	8	—	+8	—	—	$592	—	2026-10-21
Provenance Wealth Advisors, LLC	NEW	2	—	+2	—	—	$148	—	2026-10-30
Caitong International Asset Management Co., Ltd	NEW	2	—	+2	—	—	$148	—	2026-10-29
US Bancorp \de\	CLOSED	0	414	-414	-100%	$28.6K	$0	-$28.6K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	22	-22	-100%	$1.5K	$0	-$1.5K	2026-10-16
Brandes Investment Partners, LP	N/A	—	475,158	-475,158	-100%	$32.8M	—	—	—
BlackRock, Inc.	N/A	—	203,690	-203,690	-100%	$14.1M	—	—	—
Renaissance Technologies LLC	N/A	—	175,814	-175,814	-100%	$12.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	134,535	-134,535	-100%	$9.3M	—	—	—
Minerva Advisors LLC	N/A	—	93,615	-93,615	-100%	$6.5M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	85,231	-85,231	-100%	$5.9M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	71,363	-71,363	-100%	$4.9M	—	—	—
Morgan Stanley	N/A	—	69,671	-69,671	-100%	$4.8M	—	—	—
State Street Corp	N/A	—	63,937	-63,937	-100%	$4.4M	—	—	—
Quantinno Capital Management LP	N/A	—	43,074	-43,074	-100%	$3.0M	—	—	—
UBS Group AG	N/A	—	34,369	-34,369	-100%	$2.4M	—	—	—
Northern Trust Corp	N/A	—	30,104	-30,104	-100%	$2.1M	—	—	—
Huber Capital Management LLC	N/A	—	29,009	-29,009	-100%	$2.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	21,938	-21,938	-100%	$1.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	21,683	-21,683	-100%	$1.5M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	21,547	-21,547	-100%	$1.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	20,276	-20,276	-100%	$1.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	20,014	-20,014	-100%	$1.4M	—	—	—
Bard Associates Inc	N/A	—	18,455	-18,455	-100%	$1.3M	—	—	—
FMR LLC	N/A	—	18,068	-18,068	-100%	$1.2M	—	—	—
AQR Capital Management LLC	N/A	—	14,993	-14,993	-100%	$1.0M	—	—	—
Royal Bank of Canada	N/A	—	11,679	-11,679	-100%	$806.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	11,121	-11,121	-100%	$767.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,548	-10,548	-100%	$727.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	8,735	-8,735	-100%	$602.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,633	-8,633	-100%	$595.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	8,627	-8,627	-100%	$595.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,984	-7,984	-100%	$550.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	7,886	-7,886	-100%	$544.0K	—	—	—
Ameriprise Financial Inc	N/A	—	7,158	-7,158	-100%	$493.8K	—	—	—
American Century Companies Inc	N/A	—	7,053	-7,053	-100%	$486.5K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	5,600	-5,600	-100%	$386.3K	—	—	—
Alliancebernstein L.P.	N/A	—	5,500	-5,500	-100%	$340.9K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	5,328	-5,328	-100%	$367.5K	—	—	—
Raymond James Financial Inc	N/A	—	5,166	-5,166	-100%	$356.4K	—	—	—
&partners	N/A	—	5,125	-5,125	-100%	$354.0K	—	—	—
Invesco Ltd.	N/A	—	4,738	-4,738	-100%	$326.8K	—	—	—
Nuveen, LLC	N/A	—	4,601	-4,601	-100%	$317.4K	—	—	—
Bank of America Corp	N/A	—	4,098	-4,098	-100%	$282.7K	—	—	—
Rhumbline Advisers	N/A	—	4,059	-4,059	-100%	$280.0K	—	—	—
Martingale Asset Management L P	N/A	—	4,012	-4,012	-100%	$276.7K	—	—	—
Guggenheim Capital LLC	N/A	—	3,951	-3,951	-100%	$272.5K	—	—	—
Empowered Funds, LLC	N/A	—	3,264	-3,264	-100%	$225.2K	—	—	—
Vident Advisory, LLC	N/A	—	3,038	-3,038	-100%	$209.6K	—	—	—
Wells Fargo & Company	N/A	—	2,568	-2,568	-100%	$177.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	2,202	-2,202	-100%	$151.9K	—	—	—
SG Americas Securities, LLC	N/A	—	1,633	-1,633	-100%	$113.0K	—	—	—
JPMorgan Chase & Co	N/A	—	1,631	-1,631	-100%	$119.2K	—	—	—
New York State Common Retirement Fund	N/A	—	1,429	-1,429	-100%	$98.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	1,399	-1,399	-100%	$96.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,208	-1,208	-100%	$83.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,033	-1,033	-100%	$71.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	958	-958	-100%	$66.1K	—	—	—
Arax Advisory Partners	N/A	—	581	-581	-100%	$40.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	408	-408	-100%	$28.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	393	-393	-100%	$27.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	325	-325	-100%	$24.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	296	-296	-100%	$20.4K	—	—	—
Legal & General Group Plc	N/A	—	295	-295	-100%	$20.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	225	-225	-100%	$15.5K	—	—	—
WealthCollab, LLC	N/A	—	186	-186	-100%	$12.8K	—	—	—
BFC Planning, Inc.	N/A	—	150	-150	-100%	$10.3K	—	—	—
JPL Wealth Management, LLC	N/A	—	46	-46	-100%	$3.2K	—	—	—
California State Teachers Retirement System	N/A	—	42	-42	-100%	$2.9K	—	—	—
Quarry LP	N/A	—	27	-27	-100%	$1.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2	-2	-100%	$138	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$138	—	—	—
Rothschild Investment LLC	N/A	—	2	-2	-100%	$138	—	—	—
Optiver Holding B.V.	N/A	—	2	-2	-100%	$138	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	0	0	—	$78	—	—	—

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