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Valmont Industries (VMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares421,391 from 424,196
Change-2,805 (-1%)
Value$195.1M (-$49.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares397,276 from 390,222
Change+7,054 (+2%)
Value$183.9M (-$41.5M)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares343,510 from 239,251
Change+104,259 (+44%)
Value$159.0M (+$20.9M)
Filed 2026-11-03
King Luther Capital Management Corp
DECREASED
Shares309,609 from 337,838
Change-28,229 (-8%)
Value$143.3M (-$51.8M)
Filed 2026-11-05
Robert B. Daugherty Foundation
UNCHANGED
Shares250,000 from 250,000
Change0 (0%)
Value$115.7M (-$28.7M)
Filed 2026-10-02
Ninety One UK Ltd
INCREASED
Shares198,650 from 189,999
Change+8,651 (+5%)
Value$92.0M (-$17.8M)
Filed 2026-10-15
Amundi
INCREASED
Shares143,505 from 82,598
Change+60,907 (+74%)
Value$66.4M (+$18.7M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares132,557 from 132,935
Change-378 (0%)
Value$61.4K (-$76.7M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares131,062 from 144,951
Change-13,889 (-10%)
Value$60.7M (-$23.0M)
Filed 2026-11-05
Copeland Capital Management, LLC
DECREASED
Shares129,705 from 161,012
Change-31,307 (-19%)
Value$60.1M (-$32.9M)
Filed 2026-10-13
Mawer Investment Management Ltd.
INCREASED
Shares118,409 from 114,118
Change+4,291 (+4%)
Value$54.8M (-$11.1M)
Filed 2026-11-06
Boston Trust Walden Corp
DECREASED
Shares97,075 from 101,945
Change-4,870 (-5%)
Value$44.9M (-$13.9M)
Filed 2026-10-30
Congress Asset Management Co
INCREASED
Shares89,169 from 87,143
Change+2,026 (+2%)
Value$41.3M (-$9.1M)
Filed 2026-10-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares68,847 from 59,414
Change+9,433 (+16%)
Value$32.2M (-$973.9K)
Filed 2026-11-04
Carnegie Investment Counsel
NEW
Shares55,129
Change+55,129
Value$24.3M
Filed 2026-10-20
Arbejdsmarkedets Tillaegspension
INCREASED
Shares53,040 from 50,640
Change+2,400 (+5%)
Value$24.6M (-$4.7M)
Filed 2026-10-30
Leeward Investments, LLC - MA
DECREASED
Shares52,665 from 56,176
Change-3,511 (-6%)
Value$24.4M (-$8.1M)
Filed 2026-10-23
Retirement Systems of Alabama
DECREASED
Shares46,618 from 46,785
Change-167 (0%)
Value$21.6M (-$5.4M)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares44,324 from 44,074
Change+250 (+1%)
Value$20.5M (-$4.9M)
Filed 2026-11-02
Pioneer Trust Bank N A
DECREASED
Shares39,478 from 41,926
Change-2,448 (-6%)
Value$18.3M (-$5.9M)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares36,335 from 36,670
Change-335 (-1%)
Value$16.8M (-$4.4M)
Filed 2026-10-26
F&V Capital Management, LLC
INCREASED
Shares35,920 from 35,228
Change+692 (+2%)
Value$16.6K (-$20.3M)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares34,255 from 33,866
Change+389 (+1%)
Value$15.9M (-$3.7M)
Filed 2026-10-28
OP Asset Management Ltd
UNCHANGED
Shares25,312 from 25,312
Change0 (0%)
Value$11.7M (-$2.9M)
Filed 2026-11-05
KBC Group NV
INCREASED
Shares24,486 from 15,562
Change+8,924 (+57%)
Value$11.3K (-$9.0M)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares23,826 from 4,501
Change+19,325 (+429%)
Value$11.0M (+$8.4M)
Filed 2026-11-06
Ninety One North America, Inc.
DECREASED
Shares23,289 from 27,909
Change-4,620 (-17%)
Value$10.8M (-$5.3M)
Filed 2026-10-15
Creative Planning
INCREASED
Shares21,322 from 13,985
Change+7,337 (+52%)
Value$9.9M (+$1.8M)
Filed 2026-11-02
New York State Teachers Retirement System
INCREASED
Shares20,040 from 19,156
Change+884 (+5%)
Value$9.3K (-$11.1M)
Filed 2026-10-22
Raiffeisen Bank International AG
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$9.3M (-$2.1M)
Filed 2026-10-28
AGF Management LTD
UNCHANGED
Shares19,969 from 19,969
Change0 (0%)
Value$9.2M (-$2.3M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares19,728 from 15,250
Change+4,478 (+29%)
Value$9.2K (+$3.2K)
Filed 2026-10-27
Duff & Phelps Investment Management Co
UNCHANGED
Shares19,568 from 19,568
Change0 (0%)
Value$9.1M (-$2.2M)
Filed 2026-11-06
J. Safra Sarasin Holding AG
DECREASED
Shares19,357 from 41,975
Change-22,618 (-54%)
Value$8.9M (-$3.3M)
Filed 2026-10-26
Covea Finance
UNCHANGED
Shares16,800 from 16,800
Change0 (0%)
Value$7.8M (-$1.9M)
Filed 2026-10-21
Fisher Asset Management, LLC
NEW
Shares15,978
Change+15,978
Value$7.4M
Filed 2026-11-06
Illinois Municipal Retirement Fund
INCREASED
Shares15,450 from 13,537
Change+1,913 (+14%)
Value$7.2M (-$665.9K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares15,236 from 3,206
Change+12,030 (+375%)
Value$7.1M (+$5.2M)
Filed 2026-11-03
Security National Bank
INCREASED
Shares15,208 from 14,981
Change+227 (+2%)
Value$7.0M (-$1.6M)
Filed 2026-10-26
L. Roy Papp & Associates, LLP
INCREASED
Shares14,937 from 14,767
Change+170 (+1%)
Value$6.9M (-$1.6M)
Filed 2026-10-21
Moran Wealth Management, LLC
INCREASED
Shares14,058 from 13,311
Change+747 (+6%)
Value$6.5M (-$1.2M)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares13,913 from 13,706
Change+207 (+2%)
Value$6.5M (-$1.5M)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares13,021 from 13,597
Change-576 (-4%)
Value$6.0M (-$1.8M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares12,250 from 11,320
Change+930 (+8%)
Value$5.7M (-$866.9K)
Filed 2026-11-03
Virginia Retirement Systems ET Al
INCREASED
Shares11,540 from 7,100
Change+4,440 (+63%)
Value$5.3M (+$1.2M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,642 from 8,848
Change+1,794 (+20%)
Value$3.9M (+$135.3K)
Filed 2026-10-13
Deutsche Bank Ag\
INCREASED
Shares10,501 from 4,569
Change+5,932 (+130%)
Value$4.9M (+$2.2M)
Filed 2026-11-06
WealthPlan Investment Management, LLC
DECREASED
Shares10,375 from 24,716
Change-14,341 (-58%)
Value$4.8M (-$9.5M)
Filed 2026-10-15
NIA Impact Advisors, LLC
INCREASED
Shares10,277 from 7,838
Change+2,439 (+31%)
Value$4.8M (+$231.1K)
Filed 2026-11-04
Midwest Trust Co
INCREASED
Shares10,250 from 8,374
Change+1,876 (+22%)
Value$4.7M (-$91.3K)
Filed 2026-10-22
Oliver Luxxe Assets LLC
INCREASED
Shares9,516 from 4,832
Change+4,684 (+97%)
Value$4.4M (+$1.6M)
Filed 2026-10-14
Cabot Wealth Management Inc
DECREASED
Shares9,180 from 9,857
Change-677 (-7%)
Value$4.3M (-$1.4M)
Filed 2026-11-05
Amalgamated Bank
INCREASED
Shares8,793 from 8,770
Change+23 (+0%)
Value$4.1K (-$5.1M)
Filed 2026-10-23
Russell Investments Group, Ltd.
DECREASED
Shares8,605 from 10,022
Change-1,417 (-14%)
Value$4.0M (-$1.8M)
Filed 2026-11-06
Clean Yield Group
DECREASED
Shares8,331 from 8,361
Change-30 (0%)
Value$3.9M (-$972.2K)
Filed 2026-10-28
Wedge Capital Management L L P
DECREASED
Shares7,589 from 7,624
Change-35 (0%)
Value$3.5M (-$890.1K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares7,411 from 7,416
Change-5 (0%)
Value$3.4M (-$852.6K)
Filed 2026-11-06
Diversify Wealth Management, LLC
INCREASED
Shares7,324 from 6,820
Change+504 (+7%)
Value$3.3M (-$69.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares7,324 from 6,820
Change+504 (+7%)
Value$3.3M (-$69.2K)
Filed 2026-10-20
Mutual of America Capital Management LLC
DECREASED
Shares7,032 from 7,202
Change-170 (-2%)
Value$3.3M (-$904.2K)
Filed 2026-10-23
Vontobel Holding Ltd.
DECREASED
Shares7,027 from 12,535
Change-5,508 (-44%)
Value$3.3M (-$4.0M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares6,816 from 6,907
Change-91 (-1%)
Value$3.2M (-$833.8K)
Filed 2026-11-02
Riverwater Partners LLC
INCREASED
Shares6,524 from 5,644
Change+880 (+16%)
Value$3.0M (-$239.6K)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
UNCHANGED
Shares6,207 from 6,207
Change0 (0%)
Value$2.9M (-$711.4K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares6,200 from 6,765
Change-565 (-8%)
Value$2.9M (-$1.0M)
Filed 2026-11-04
Louisiana State Employees Retirement System
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$2.6M (-$653.3K)
Filed 2026-10-20
Verity Asset Management, Inc.
INCREASED
Shares5,479 from 5,343
Change+136 (+3%)
Value$2.5M (-$549.5K)
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares5,468 from 5,394
Change+74 (+1%)
Value$2.5M (-$584.0K)
Filed 2026-11-03
Silver Lake Advisory, LLC
DECREASED
Shares5,463 from 5,526
Change-63 (-1%)
Value$2.5M (-$662.5K)
Filed 2026-10-22
Fulcrum Asset Management LLP
INCREASED
Shares5,291 from 3,496
Change+1,795 (+51%)
Value$2.5M (+$467.5K)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares5,184 from 5,449
Change-265 (-5%)
Value$2.4M (-$747.3K)
Filed 2026-10-22
Moody National Bank Trust Division
DECREASED
Shares5,163 from 5,967
Change-804 (-13%)
Value$2.4M (-$1.1M)
Filed 2026-10-06
Oak Thistle LLC
INCREASED
Shares4,956 from 4,948
Change+8 (+0%)
Value$2.3M (-$563.4K)
Filed 2026-10-21
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares4,939 from 4,939
Change0 (0%)
Value$2.3M (-$566.1K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$2.3M (-$565.1K)
Filed 2026-10-23
Nicollet Investment Management, Inc.
DECREASED
Shares4,911 from 5,072
Change-161 (-3%)
Value$2.3K (-$2.9M)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares4,608 from 4,648
Change-40 (-1%)
Value$2.1M (-$551.3K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares4,488 from 4,588
Change-100 (-2%)
Value$2.1M (-$572.2K)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$2.0K (-$2.5M)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares4,340 from 4,191
Change+149 (+4%)
Value$2.0M (-$411.4K)
Filed 2026-10-21
Inspire Investing, LLC
DECREASED
Shares4,275 from 8,793
Change-4,518 (-51%)
Value$2.0M (-$3.1M)
Filed 2026-10-22
Davenport & Co LLC
NEW
Shares4,013
Change+4,013
Value$1.9M
Filed 2026-10-14
Oregon Public Employees Retirement Fund
UNCHANGED
Shares4,012 from 4,012
Change0 (0%)
Value$1.9M (-$459.9K)
Filed 2026-10-30
Robeco Schweiz AG
NEW
Shares3,936
Change+3,936
Value$1.8M
Filed 2026-10-23
TBH Global Asset Management, LLC
UNCHANGED
Shares3,737 from 3,737
Change0 (0%)
Value$1.7M (-$428.3K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares3,478 from 3,751
Change-273 (-7%)
Value$1.6M (-$556.3K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares3,334 from 3,402
Change-68 (-2%)
Value$1.5M (-$421.4K)
Filed 2026-10-27
Smart Wealth LLC
DECREASED
Shares3,332 from 3,349
Change-17 (-1%)
Value$1.5M (-$391.9K)
Filed 2026-11-04
Arjuna Capital
DECREASED
Shares3,092 from 3,106
Change-14 (0%)
Value$1.4M (-$362.5K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares2,867 from 2,661
Change+206 (+8%)
Value$1.3M (-$209.6K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares2,838 from 2,231
Change+607 (+27%)
Value$1.3M (+$25.4K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$1.3M (-$320.9K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares2,687 from 3,812
Change-1,125 (-30%)
Value$1.2M (-$957.8K)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares2,666 from 874
Change+1,792 (+205%)
Value$1.2M (+$729.5K)
Filed 2026-10-13
Union Bancaire Privee, UBP SA
INCREASED
Shares2,577 from 2,340
Change+237 (+10%)
Value$1.2M (-$125.3K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares2,396 from 2,028
Change+368 (+18%)
Value$1.1M (+$14.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$1.1M (-$274.2K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares2,349 from 2,281
Change+68 (+3%)
Value$1.1M (-$230.0K)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares2,335 from 3,147
Change-812 (-26%)
Value$1.1M (-$736.4K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares2,219 from 2,142
Change+77 (+4%)
Value$965.4K (-$81.3K)
Filed 2026-10-27
Xponance LLC
DECREASED
Shares2,210 from 2,295
Change-85 (-4%)
Value$1.0M (-$302.4K)
Filed 2026-11-03
CX Institutional
DECREASED
Shares2,103 from 2,145
Change-42 (-2%)
Value$974 (-$265)
Filed 2026-10-02
Asset Management One Co., Ltd.
DECREASED
Shares2,031 from 2,287
Change-256 (-11%)
Value$940.3K (-$380.7K)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
INCREASED
Shares2,016 from 1,978
Change+38 (+2%)
Value$933 (-$1.1M)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares1,996 from 1,839
Change+157 (+9%)
Value$924.1K (-$138.1K)
Filed 2026-11-06
Natural Investments, LLC
INCREASED
Shares1,978 from 1,563
Change+415 (+27%)
Value$915.7K (+$13.7K)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares1,973 from 1,934
Change+39 (+2%)
Value$931.2K (-$185.9K)
Filed 2026-10-20
Ethic Inc.
DECREASED
Shares1,927 from 2,957
Change-1,030 (-35%)
Value$892.2K (-$815.8K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares1,909 from 1,544
Change+365 (+24%)
Value$883.8K (-$8.0K)
Filed 2026-10-13
State of Alaska, Department of Revenue
DECREASED
Shares1,831 from 1,903
Change-72 (-4%)
Value$847 (-$1.1M)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,831 from 1,826
Change+5 (+0%)
Value$847.7K (-$207.0K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,786 from 1,873
Change-87 (-5%)
Value$827 (-$1.1M)
Filed 2026-11-02
Meixler Investment Management, Ltd.
NEW
Shares1,782
Change+1,782
Value$825.0K
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares1,732 from 1,829
Change-97 (-5%)
Value$802.0K (-$254.6K)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares1,720 from 1,696
Change+24 (+1%)
Value$796.4K (-$183.3K)
Filed 2026-10-22
Savant Capital, LLC
NEW
Shares1,682
Change+1,682
Value$778.7K
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares1,642 from 1,833
Change-191 (-10%)
Value$760.2K (-$298.5K)
Filed 2026-10-28
Portside Wealth Group, LLC
DECREASED
Shares1,620 from 1,629
Change-9 (-1%)
Value$750.0K (-$190.9K)
Filed 2026-10-20
D.B. Root & Company, LLC
INCREASED
Shares1,534 from 1,491
Change+43 (+3%)
Value$710.2K (-$151.0K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares1,514 from 772
Change+742 (+96%)
Value$701.0K (+$255.0K)
Filed 2026-10-23
Essex Investment Management Co LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$699.1K (-$173.1K)
Filed 2026-10-19
Nykredit A/S
INCREASED
Shares1,474 from 1,027
Change+447 (+44%)
Value$682.4K (+$89.2K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,455 from 1,085
Change+370 (+34%)
Value$673.6K (+$46.9K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares1,433 from 1,425
Change+8 (+1%)
Value$663.5K (-$159.6K)
Filed 2026-11-03
Securian Asset Management, Inc
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$663.0K (-$98.4K)
Filed 2026-11-06
New York Life Investment Management LLC
DECREASED
Shares1,419 from 2,355
Change-936 (-40%)
Value$657.0K (-$703.3K)
Filed 2026-11-04
Finivi Inc.
INCREASED
Shares1,372 from 1,324
Change+48 (+4%)
Value$635.2K (-$129.5K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares1,352 from 1,241
Change+111 (+9%)
Value$626.0K (-$90.8K)
Filed 2026-11-06
Trust Point Inc.
INCREASED
Shares1,333 from 354
Change+979 (+277%)
Value$617.2K (+$412.7K)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares1,324 from 444
Change+880 (+198%)
Value$613.0K (+$356.5K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares1,294 from 930
Change+364 (+39%)
Value$599.1K (+$61.9K)
Filed 2026-11-05
Versant Capital Management, Inc
DECREASED
Shares1,293 from 1,359
Change-66 (-5%)
Value$598.6K (-$186.3K)
Filed 2026-10-02
Knights of Columbus Asset Advisors LLC
INCREASED
Shares1,292 from 1,152
Change+140 (+12%)
Value$598.2K (-$67.2K)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$591.7K (-$146.5K)
Filed 2026-11-05
Hamel Associates, Inc.
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$571.8K (-$141.6K)
Filed 2026-11-06
Swiss Life Asset Management Ltd
DECREASED
Shares1,213 from 1,740
Change-527 (-30%)
Value$561.6K (-$443.4K)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares1,213 from 1,096
Change+117 (+11%)
Value$561.6K (-$71.5K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
DECREASED
Shares1,212 from 1,399
Change-187 (-13%)
Value$561.1K (-$246.9K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares1,211 from 1,212
Change-1 (0%)
Value$560.7K (-$139.4K)
Filed 2026-10-26
RWC Asset Management LLP
INCREASED
Shares1,154 from 1,116
Change+38 (+3%)
Value$534.3K (-$110.3K)
Filed 2026-10-22
Childress Capital Advisors, LLC
INCREASED
Shares1,152 from 634
Change+518 (+82%)
Value$533.4K (+$167.2K)
Filed 2026-10-28
Baker Avenue Asset Management, LP
DECREASED
Shares1,147 from 1,233
Change-86 (-7%)
Value$531.0K (-$181.1K)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares1,136 from 1,148
Change-12 (-1%)
Value$526.8K (-$137.2K)
Filed 2026-10-23
Welch Group, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$513.9K (-$127.2K)
Filed 2026-10-29
Allen Capital Group, LLC
DECREASED
Shares1,107 from 1,119
Change-12 (-1%)
Value$512.5K (-$133.8K)
Filed 2026-10-27
First Nebraska Trust Co
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$509.3K (-$126.1K)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
INCREASED
Shares1,083 from 1,011
Change+72 (+7%)
Value$501.4K (-$82.5K)
Filed 2026-10-21
ProShare Advisors LLC
DECREASED
Shares1,071 from 1,104
Change-33 (-3%)
Value$495.9K (-$141.8K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares1,052 from 1,039
Change+13 (+1%)
Value$487.1K (-$114.5K)
Filed 2026-11-04
Norden Group LLC
DECREASED
Shares1,025 from 1,097
Change-72 (-7%)
Value$474.7K (-$159.2K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$466.2K (-$115.4K)
Filed 2026-10-21
Blue Capital, Inc.
INCREASED
Shares1,000 from 989
Change+11 (+1%)
Value$463.0K (-$108.3K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares988 from 650
Change+338 (+52%)
Value$457.3K (+$81.6K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares975 from 890
Change+85 (+10%)
Value$451.4K (-$62.7K)
Filed 2026-10-20
Insight Wealth Partners, LLC
DECREASED
Shares973 from 1,387
Change-414 (-30%)
Value$450.5K (-$350.7K)
Filed 2026-10-26
Ascent Group, LLC
NEW
Shares947
Change+947
Value$438.4K
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares932 from 699
Change+233 (+33%)
Value$431.3K (+$27.4K)
Filed 2026-10-29
Pittenger & Anderson Inc
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$429.2K (-$106.3K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares908 from 553
Change+355 (+64%)
Value$420.4K (+$101.0K)
Filed 2026-10-23
Carnegie Lake Advisors LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$416.7K (-$103.2K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
INCREASED
Shares896 from 890
Change+6 (+1%)
Value$414.8K (-$99.1K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares888 from 938
Change-50 (-5%)
Value$411.1K (-$130.7K)
Filed 2026-10-16
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares888 from 920
Change-32 (-3%)
Value$411.1K (-$120.3K)
Filed 2026-10-28
Hanseatic Management Services Inc
INCREASED
Shares881 from 850
Change+31 (+4%)
Value$407.9K (-$83.1K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$400.6K (-$98.8K)
Filed 2026-10-29
Teza Capital Management LLC
INCREASED
Shares838 from 389
Change+449 (+115%)
Value$388.0K (+$163.3K)
Filed 2026-10-23
Hiley Hunt Wealth Management
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$364.3K (-$90.2K)
Filed 2026-10-08
Personal CFO Solutions, LLC
DECREASED
Shares781 from 1,070
Change-289 (-27%)
Value$362.3K (-$256.8K)
Filed 2026-11-06
WBI Investments, LLC
DECREASED
Shares771 from 2,027
Change-1,256 (-62%)
Value$356.9K (-$814.1K)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares743 from 707
Change+36 (+5%)
Value$344.0K (+$342.6K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares736
Change+736
Value$340.8K
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares720 from 655
Change+65 (+10%)
Value$337.5K (-$20.7K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
NEW
Shares698
Change+698
Value$323.2K
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares686 from 682
Change+4 (+1%)
Value$317.6K (-$76.3K)
Filed 2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED
Shares661 from 670
Change-9 (-1%)
Value$306.0K (-$81.0K)
Filed 2026-10-22
R Squared Ltd
DECREASED
Shares643 from 755
Change-112 (-15%)
Value$297.7K (-$138.4K)
Filed 2026-11-06
ANB Bank
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$294.5K (-$72.9K)
Filed 2026-10-09
Axxion S.A.
INCREASED
Shares634 from 400
Change+234 (+59%)
Value$293.5K (+$62.5K)
Filed 2026-10-22
Tsfg, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$291 (-$362.7K)
Filed 2026-10-23
Strs Ohio
INCREASED
Shares606 from 547
Change+59 (+11%)
Value$280.6K (-$35.4K)
Filed 2026-10-30
CIBC Asset Management Inc
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$279.6K (-$69.2K)
Filed 2026-11-05
LSV Asset Management
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$278 (-$346.7K)
Filed 2026-11-06
Lincoln Capital LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$277.8K (-$68.8K)
Filed 2026-10-09
Crestwood Advisors Group, LLC
INCREASED
Shares593 from 495
Change+98 (+20%)
Value$274.5K (-$11.4K)
Filed 2026-10-27
North Dakota State Investment Board
INCREASED
Shares580 from 579
Change+1 (+0%)
Value$268.5K (-$65.9K)
Filed 2026-10-27
RMR Wealth Builders
DECREASED
Shares577 from 646
Change-69 (-11%)
Value$267.3K (-$106.0K)
Filed 2026-10-22
Sendero Wealth Management, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$263.9K (-$65.3K)
Filed 2026-10-14
Burney Co/
DECREASED
Shares555 from 610
Change-55 (-9%)
Value$257.0K (-$95.4K)
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares550 from 570
Change-20 (-4%)
Value$254.6K (-$74.6K)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$254.6K (-$63.0K)
Filed 2026-10-26
AlphaCore Capital LLC
NEW
Shares537
Change+537
Value$248.9K
Filed 2026-11-04
CenterBook Partners LP
NEW
Shares532
Change+532
Value$246.3K
Filed 2026-11-02
Krilogy Financial LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$246.6K (-$58.4K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares514 from 282
Change+232 (+82%)
Value$238.1K (+$75.2K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares498 from 474
Change+24 (+5%)
Value$230.6K (-$43.2K)
Filed 2026-10-30
Interchange Capital Partners, LLC
INCREASED
Shares485 from 475
Change+10 (+2%)
Value$224.5K (-$49.8K)
Filed 2026-10-28
Innealta Capital, LLC
INCREASED
Shares479 from 476
Change+3 (+1%)
Value$221.8K (-$53.2K)
Filed 2026-11-02
Segment Wealth Management, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$219.9K (-$54.4K)
Filed 2026-10-26
MQS Management LLC
NEW
Shares473
Change+473
Value$219.0K
Filed 2026-11-06
Praxis Investment Management Inc
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$219 (-$272.8K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
DECREASED
Shares458 from 475
Change-17 (-4%)
Value$212.0K (-$62.3K)
Filed 2026-11-02
RHS Financial, LLC
DECREASED
Shares454 from 572
Change-118 (-21%)
Value$210.2K (-$120.2K)
Filed 2026-10-13
River Street Advisors LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$208.3K (-$51.6K)
Filed 2026-10-22
State of Wyoming
DECREASED
Shares448 from 500
Change-52 (-10%)
Value$207.4K (-$81.4K)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
INCREASED
Shares444 from 351
Change+93 (+27%)
Value$205.6K (+$2.8K)
Filed 2026-11-04
Elco Management Co., LLC
DECREASED
Shares433 from 595
Change-162 (-27%)
Value$200.5K (-$143.2K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$198.2K (-$49.1K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares406 from 241
Change+165 (+68%)
Value$188.0K (+$48.8K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares401 from 346
Change+55 (+16%)
Value$185.7K (-$14.2K)
Filed 2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$185.2K (-$45.8K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares370 from 743
Change-373 (-50%)
Value$171.3K (-$257.8K)
Filed 2026-10-08
Parkside Financial Bank & Trust
INCREASED
Shares350 from 349
Change+1 (+0%)
Value$162.0K (-$39.5K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares346 from 310
Change+36 (+12%)
Value$160.2K (-$18.9K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares337 from 333
Change+4 (+1%)
Value$194.7K (+$2.3K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares315 from 547
Change-232 (-42%)
Value$145.8K (-$170.1K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares307 from 290
Change+17 (+6%)
Value$142.1K (-$25.4K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares275
Change+275
Value$127.2K
Filed 2026-10-09
Essential Partners LLC
INCREASED
Shares244 from 198
Change+46 (+23%)
Value$113.0K (-$1.4K)
Filed 2026-10-14
UMB Bank, n.a.
INCREASED
Shares234 from 228
Change+6 (+3%)
Value$108.3K (-$23.4K)
Filed 2026-11-06
Pflug Koory, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$101.9K (-$25.2K)
Filed 2026-10-26
Cullen T Bankers, Inc.
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$96.3K (-$23.8K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$81.0K (-$20.1K)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares150 from 142
Change+8 (+6%)
Value$69.4K (-$12.6K)
Filed 2026-10-13
Swedbank AB
NEW
Shares144
Change+144
Value$66.7K
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares123
Change+123
Value$56.9K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares121
Change+121
Value$56.2K
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED
Shares114 from 40
Change+74 (+185%)
Value$53.3K (+$30.4K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares110
Change+110
Value$50.9K
Filed 2026-10-21
V-Square Quantitative Management LLC
NEW
Shares106
Change+106
Value$49.1K
Filed 2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$49 (-$61.0K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares102 from 67
Change+35 (+52%)
Value$47.2K (+$8.5K)
Filed 2026-10-07
Montag A & Associates Inc
DECREASED
Shares84 from 85
Change-1 (-1%)
Value$38.8K (-$10.1K)
Filed 2026-10-29
Bayforest Capital Ltd
NEW
Shares83
Change+83
Value$38.4K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$38.4K (-$9.5K)
Filed 2026-10-30
First Horizon Corp
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$34.7K (-$8.6K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares74 from 38
Change+36 (+95%)
Value$34.3K (+$12.3K)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
NEW
Shares72
Change+72
Value$33.3K
Filed 2026-10-29
Capital Advisors, Ltd. LLC
INCREASED
Shares65 from 54
Change+11 (+20%)
Value$30 (-$1)
Filed 2026-10-27
Community Bank, N.A.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$30.1K (-$7.5K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares62 from 58
Change+4 (+7%)
Value$29.1K (-$3.4K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
NEW
Shares51
Change+51
Value$23.6K
Filed 2026-10-16
Retirement Wealth Solutions LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$23.6K (-$5.8K)
Filed 2026-10-07
CoreCap Advisors, LLC
INCREASED
Shares50 from 36
Change+14 (+39%)
Value$23.1K (+$2.4K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares46 from 27
Change+19 (+70%)
Value$21.3K (+$5.7K)
Filed 2026-10-21
Yankcom Partnership
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$18.5K (-$4.6K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares38 from 27
Change+11 (+41%)
Value$17.6K (+$2.0K)
Filed 2026-11-05
Kennebec Savings Bank
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$17.1K (-$4.2K)
Filed 2026-10-22
Fortitude Family Office, LLC
INCREASED
Shares35 from 22
Change+13 (+59%)
Value$16.2K (+$3.5K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$15.7K (-$3.9K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$14.9K (-$3.7K)
Filed 2026-10-21
Leonteq Securities AG
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$12.5K (-$3.1K)
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares26 from 45
Change-19 (-42%)
Value$12 (-$26.0K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$11.6K (-$2.9K)
Filed 2026-11-03
GoalVest Advisory LLC
NEW
Shares23
Change+23
Value$10.6K
Filed 2026-10-02
WPG Advisers, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$10.6K (-$2.6K)
Filed 2026-10-27
Private Wealth Management Group, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$10.2K (-$2.5K)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$10.2K (-$2.5K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$10.2K (-$2.5K)
Filed 2026-10-23
Tributary Capital Management, LLC
NEW
Shares21
Change+21
Value$9.7K
Filed 2026-10-28
Farmers & Merchants Investments Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.9K (-$1.9K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.9K (-$1.9K)
Filed 2026-10-21
Signature Equity Partners, LLC
DECREASED
Shares16 from 19
Change-3 (-16%)
Value$7.4K (-$3.6K)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$7.4K (-$1.8K)
Filed 2026-10-20
SBI Securities Co., Ltd.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$7.4K (-$1.8K)
Filed 2026-10-22
TD Private Client Wealth LLC
DECREASED
Shares14 from 423
Change-409 (-97%)
Value$6.5K (-$237.8K)
Filed 2026-10-28
High Note Wealth, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$6.5K (-$1.6K)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares13 from 8
Change+5 (+63%)
Value$6.0K (+$1.4K)
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$6.0K (-$1.5K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares11
Change+11
Value$5.1K
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$5.1K (-$1.3K)
Filed 2026-10-21
Richardson Capital Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$5.1K (-$1.3K)
Filed 2026-10-23
Clearstead Trust, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.6K (-$1.1K)
Filed 2026-11-06
Mather Group, Llc.
NEW
Shares8
Change+8
Value$3.7K
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8 from 12
Change-4 (-33%)
Value$3.7K (-$3.2K)
Filed 2026-10-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$3.7K (-$917)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$3.2K
Filed 2026-11-05
Highline Wealth Partners LLC
NEW
Shares7
Change+7
Value$3.2K
Filed 2026-10-19
Cromwell Holdings LLC
INCREASED
Shares7 from 3
Change+4 (+133%)
Value$3.2K (+$1.5K)
Filed 2026-10-28
Creative Capital Management Investments LLC
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$3.2K (+$353)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.8K (-$688)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$2.3K (+$5)
Filed 2026-10-28
First Command Advisory Services, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.3K (-$569)
Filed 2026-11-05
Bokf, NA
NEW
Shares4
Change+4
Value$1.9K
Filed 2026-10-27
Avion Wealth
NEW
Shares4
Change+4
Value$1
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4 from 6
Change-2 (-33%)
Value$1.9K (-$1.6K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.9K (-$458)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares3
Change+3
Value$1.2K
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares3 from 137
Change-134 (-98%)
Value$1.4K (-$77.7K)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$1.4K (+$236)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.4K (-$344)
Filed 2026-10-26
Torren Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.4K (-$344)
Filed 2026-10-29
Valley National Advisers Inc
NEW
Shares2
Change+2
Value$926
Filed 2026-10-23
Hughes Financial Services, LLC
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$866 (-$867)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$926 (+$348)
Filed 2026-10-20
Bell Investment Advisors, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$926 (-$230)
Filed 2026-10-29
Valued Wealth Advisors LLC
NEW
Shares1
Change+1
Value$464
Filed 2026-11-05
Maseco LLP
NEW
Shares1
Change+1
Value$463
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$463 (-$115)
Filed 2026-10-28
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$469 (-$91)
Filed 2026-10-27
Rossby Financial, LCC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$463 (-$115)
Filed 2026-11-05
Leuthold Group, LLC
CLOSED
Shares0 from 11,137
Change-11,137 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-04
Natixis
CLOSED
Shares0 from 10,186
Change-10,186 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-06
Carmel Capital Partners, LLC
CLOSED
Shares0 from 5,140
Change-5,140 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Katamaran Capital LLP
CLOSED
Shares0 from 3,509
Change-3,509 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-27
Jackson Creek Investment Advisors LLC
CLOSED
Shares0 from 2,457
Change-2,457 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-04
Generali Asset Management SPA SGR
CLOSED
Shares0 from 1,405
Change-1,405 (-100%)
Value$0 (-$811.5K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$541.9K)
Filed 2026-11-05
Diversified Trust Co
CLOSED
Shares0 from 792
Change-792 (-100%)
Value$0 (-$457.5K)
Filed 2026-11-06
One Wealth Capital Management, LLC
CLOSED
Shares0 from 770
Change-770 (-100%)
Value$0 (-$444.8K)
Filed 2026-10-23
Harbour Capital Advisors, LLC
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$315.0K)
Filed 2026-10-13
111 Capital
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$332.7K)
Filed 2026-11-03
Vigilare Wealth Management
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$273.8K)
Filed 2026-10-29
Claro Advisors Inc.
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$265.7K)
Filed 2026-11-02
Virtue Capital Management, LLC
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$243.7K)
Filed 2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$242.6K)
Filed 2026-10-13
Mission Wealth Management, LP
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-15
Encompass More Asset Management
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-16
Novem Group
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-19
Profund Advisors LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$236.8K)
Filed 2026-10-29
Clifford Swan Investment Counsel LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$231.0K)
Filed 2026-11-05
Cypress Asset Management Inc
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-09
Park Avenue Securities LLC
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-22
55 North Private Wealth, LLC
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-20
Sowell Financial Services LLC
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-27
Glenview Trust Co
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$108.6K)
Filed 2026-10-15
Trust Co of Toledo NA
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$38.1K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$33.0K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$25.5K)
Filed 2026-10-16
Centerpoint Advisors, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$29.0K)
Filed 2026-11-05
Spire Wealth Management
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$28.9K)
Filed 2026-10-30
United Financial Planning Group LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$5.2K)
Filed 2026-11-04
Private Trust Co NA
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-20
Whipplewood Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-20
Mascoma Wealth Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$578)
Filed 2026-10-27
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$10 (-$2)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 1,976,054
Change-1,976,054 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 854,011
Change-854,011 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 844,005
Change-844,005 (-100%)
Value—
State Street Corp
N/A
Shares— from 659,625
Change-659,625 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 497,545
Change-497,545 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 381,692
Change-381,692 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 366,785
Change-366,785 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 303,684
Change-303,684 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 280,023
Change-280,023 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 259,068
Change-259,068 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 247,458
Change-247,458 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 246,376
Change-246,376 (-100%)
Value—
Norges Bank
N/A
Shares— from 244,208
Change-244,208 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 244,104
Change-244,104 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 226,080
Change-226,080 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 205,924
Change-205,924 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 198,423
Change-198,423 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 197,597
Change-197,597 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 179,741
Change-179,741 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 178,340
Change-178,340 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 175,843
Change-175,843 (-100%)
Value—
FMR LLC
N/A
Shares— from 174,122
Change-174,122 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 166,788
Change-166,788 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 166,497
Change-166,497 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 160,608
Change-160,608 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 157,550
Change-157,550 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 152,679
Change-152,679 (-100%)
Value—
Southpoint Capital Advisors LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 130,279
Change-130,279 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 127,782
Change-127,782 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 121,880
Change-121,880 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 121,839
Change-121,839 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 118,082
Change-118,082 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 118,065
Change-118,065 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 111,478
Change-111,478 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 109,656
Change-109,656 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 108,802
Change-108,802 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 105,677
Change-105,677 (-100%)
Value—
Greenhouse Funds Lllp
N/A
Shares— from 96,557
Change-96,557 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 95,659
Change-95,659 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 86,285
Change-86,285 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 85,623
Change-85,623 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 78,320
Change-78,320 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 72,943
Change-72,943 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 71,692
Change-71,692 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 69,329
Change-69,329 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 69,306
Change-69,306 (-100%)
Value—
Bornite Capital Management LP
N/A
Shares— from 65,300
Change-65,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 61,486
Change-61,486 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 57,560
Change-57,560 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 56,893
Change-56,893 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 53,748
Change-53,748 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 53,418
Change-53,418 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 50,403
Change-50,403 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 48,505
Change-48,505 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 46,667
Change-46,667 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 46,192
Change-46,192 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 45,778
Change-45,778 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 43,358
Change-43,358 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 43,027
Change-43,027 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 41,925
Change-41,925 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 41,753
Change-41,753 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 41,255
Change-41,255 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 39,748
Change-39,748 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 39,220
Change-39,220 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 38,888
Change-38,888 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 36,978
Change-36,978 (-100%)
Value—
Alta FOX Capital Management, LLC
N/A
Shares— from 36,480
Change-36,480 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 35,707
Change-35,707 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 35,492
Change-35,492 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 34,510
Change-34,510 (-100%)
Value—
Blair William & Co
N/A
Shares— from 34,368
Change-34,368 (-100%)
Value—
Value Holdings Management Co. LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Pennant Select, LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 31,231
Change-31,231 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 31,141
Change-31,141 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 30,925
Change-30,925 (-100%)
Value—
Pennant Investors, LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 29,757
Change-29,757 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 29,361
Change-29,361 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 29,003
Change-29,003 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 28,914
Change-28,914 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 28,370
Change-28,370 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,482
Change-27,482 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 26,453
Change-26,453 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 26,194
Change-26,194 (-100%)
Value—
Montanaro Asset Management Ltd
N/A
Shares— from 25,850
Change-25,850 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 24,876
Change-24,876 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 24,327
Change-24,327 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 23,838
Change-23,838 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 22,891
Change-22,891 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 22,588
Change-22,588 (-100%)
Value—
Pier Capital, LLC
N/A
Shares— from 20,239
Change-20,239 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,215
Change-20,215 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 20,026
Change-20,026 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,020
Change-20,020 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 18,911
Change-18,911 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 18,819
Change-18,819 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,616
Change-18,616 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 18,334
Change-18,334 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,763
Change-17,763 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 16,822
Change-16,822 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,486
Change-16,486 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 16,456
Change-16,456 (-100%)
Value—
Nitorum Capital, L.P.
N/A
Shares— from 16,305
Change-16,305 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 15,811
Change-15,811 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 15,560
Change-15,560 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,523
Change-15,523 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 14,409
Change-14,409 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 14,262
Change-14,262 (-100%)
Value—
Southernsun Asset Management, LLC
N/A
Shares— from 13,601
Change-13,601 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 13,493
Change-13,493 (-100%)
Value—
FCA Corp
N/A
Shares— from 12,438
Change-12,438 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 12,405
Change-12,405 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 12,300
Change-12,300 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 12,136
Change-12,136 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11,160
Change-11,160 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,666
Change-10,666 (-100%)
Value—
Informed Momentum Co LLC
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
EFG International AG
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,340
Change-9,340 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Global Alpha Capital Management Ltd.
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 6,744
Change-6,744 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
&partners
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,052
Change-6,052 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,311
Change-5,311 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 988
Change-988 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 977
Change-977 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 956
Change-956 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 922
Change-922 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 817
Change-817 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 811
Change-811 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 750
Change-750 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 742
Change-742 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 628
Change-628 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 546
Change-546 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 542
Change-542 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 533
Change-533 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 526
Change-526 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 525
Change-525 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Optas, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 454
Change-454 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 404
Change-404 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 394
Change-394 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 375
Change-375 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 365
Change-365 (-100%)
Value—
Commerce Bank
N/A
Shares— from 363
Change-363 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Varcov Co.
N/A
Shares— from 352
Change-352 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 300
Change-300 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 269
Change-269 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 247
Change-247 (-100%)
Value—
Quarry LP
N/A
Shares— from 185
Change-185 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 127
Change-127 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 127
Change-127 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 57
Change-57 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 49
Change-49 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 36
Change-36 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 29
Change-29 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 26
Change-26 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 23
Change-23 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18
Change-18 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 11
Change-11 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 6
Change-6 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED421,391424,196-2,805-1%$245.1M$195.1M-$49.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED397,276390,222+7,054+2%$225.4M$183.9M-$41.5M2026-11-04
Pictet Asset Management Holding SA
INCREASED343,510239,251+104,259+44%$138.2M$159.0M+$20.9M2026-11-03
King Luther Capital Management Corp
DECREASED309,609337,838-28,229-8%$195.1M$143.3M-$51.8M2026-11-05
Robert B. Daugherty Foundation
UNCHANGED250,000250,00000%$144.4M$115.7M-$28.7M2026-10-02
Ninety One UK Ltd
INCREASED198,650189,999+8,651+5%$109.7M$92.0M-$17.8M2026-10-15
Amundi
INCREASED143,50582,598+60,907+74%$47.7M$66.4M+$18.7M2026-11-06
Thrivent Financial for Lutherans
DECREASED132,557132,935-3780%$76.8M$61.4K-$76.7M2026-11-05
Bank of New York Mellon Corp
DECREASED131,062144,951-13,889-10%$83.7M$60.7M-$23.0M2026-11-05
Copeland Capital Management, LLC
DECREASED129,705161,012-31,307-19%$93.0M$60.1M-$32.9M2026-10-13
Mawer Investment Management Ltd.
INCREASED118,409114,118+4,291+4%$65.9M$54.8M-$11.1M2026-11-06
Boston Trust Walden Corp
DECREASED97,075101,945-4,870-5%$58.9M$44.9M-$13.9M2026-10-30
Congress Asset Management Co
INCREASED89,16987,143+2,026+2%$50.3M$41.3M-$9.1M2026-10-06
Allspring Global Investments Holdings, LLC
INCREASED68,84759,414+9,433+16%$33.2M$32.2M-$973.9K2026-11-04
Carnegie Investment Counsel
NEW55,129—+55,129——$24.3M—2026-10-20
Arbejdsmarkedets Tillaegspension
INCREASED53,04050,640+2,400+5%$29.2M$24.6M-$4.7M2026-10-30
Leeward Investments, LLC - MA
DECREASED52,66556,176-3,511-6%$32.4M$24.4M-$8.1M2026-10-23
Retirement Systems of Alabama
DECREASED46,61846,785-1670%$27.0M$21.6M-$5.4M2026-11-04
Principal Financial Group Inc
INCREASED44,32444,074+250+1%$25.5M$20.5M-$4.9M2026-11-02
Pioneer Trust Bank N A
DECREASED39,47841,926-2,448-6%$24.2M$18.3M-$5.9M2026-11-06
Oppenheimer & Co Inc
DECREASED36,33536,670-335-1%$21.2M$16.8M-$4.4M2026-10-26
F&V Capital Management, LLC
INCREASED35,92035,228+692+2%$20.3M$16.6K-$20.3M2026-10-19
D.A. Davidson & Co.
INCREASED34,25533,866+389+1%$19.6M$15.9M-$3.7M2026-10-28
OP Asset Management Ltd
UNCHANGED25,31225,31200%$14.6M$11.7M-$2.9M2026-11-05
KBC Group NV
INCREASED24,48615,562+8,924+57%$9.0M$11.3K-$9.0M2026-10-22
Barclays PLC
INCREASED23,8264,501+19,325+429%$2.6M$11.0M+$8.4M2026-11-06
Ninety One North America, Inc.
DECREASED23,28927,909-4,620-17%$16.1M$10.8M-$5.3M2026-10-15
Creative Planning
INCREASED21,32213,985+7,337+52%$8.1M$9.9M+$1.8M2026-11-02
New York State Teachers Retirement System
INCREASED20,04019,156+884+5%$11.1M$9.3K-$11.1M2026-10-22
Raiffeisen Bank International AG
UNCHANGED20,00020,00000%$11.5M$9.3M-$2.1M2026-10-28
AGF Management LTD
UNCHANGED19,96919,96900%$11.5M$9.2M-$2.3M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED19,72815,250+4,478+29%$6.0K$9.2K+$3.2K2026-10-27
Duff & Phelps Investment Management Co
UNCHANGED19,56819,56800%$11.3M$9.1M-$2.2M2026-11-06
J. Safra Sarasin Holding AG
DECREASED19,35741,975-22,618-54%$12.2M$8.9M-$3.3M2026-10-26
Covea Finance
UNCHANGED16,80016,80000%$9.7M$7.8M-$1.9M2026-10-21
Fisher Asset Management, LLC
NEW15,978—+15,978——$7.4M—2026-11-06
Illinois Municipal Retirement Fund
INCREASED15,45013,537+1,913+14%$7.8M$7.2M-$665.9K2026-11-05
Alps Advisors Inc
INCREASED15,2363,206+12,030+375%$1.9M$7.1M+$5.2M2026-11-03
Security National Bank
INCREASED15,20814,981+227+2%$8.7M$7.0M-$1.6M2026-10-26
L. Roy Papp & Associates, LLP
INCREASED14,93714,767+170+1%$8.5M$6.9M-$1.6M2026-10-21
Moran Wealth Management, LLC
INCREASED14,05813,311+747+6%$7.7M$6.5M-$1.2M2026-10-22
Nisa Investment Advisors, LLC
INCREASED13,91313,706+207+2%$7.9M$6.5M-$1.5M2026-10-20
Fifth Third Bancorp
DECREASED13,02113,597-576-4%$7.9M$6.0M-$1.8M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED12,25011,320+930+8%$6.5M$5.7M-$866.9K2026-11-03
Virginia Retirement Systems ET Al
INCREASED11,5407,100+4,440+63%$4.1M$5.3M+$1.2M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED10,6428,848+1,794+20%$3.7M$3.9M+$135.3K2026-10-13
Deutsche Bank Ag\
INCREASED10,5014,569+5,932+130%$2.6M$4.9M+$2.2M2026-11-06
WealthPlan Investment Management, LLC
DECREASED10,37524,716-14,341-58%$14.3M$4.8M-$9.5M2026-10-15
NIA Impact Advisors, LLC
INCREASED10,2777,838+2,439+31%$4.5M$4.8M+$231.1K2026-11-04
Midwest Trust Co
INCREASED10,2508,374+1,876+22%$4.8M$4.7M-$91.3K2026-10-22
Oliver Luxxe Assets LLC
INCREASED9,5164,832+4,684+97%$2.8M$4.4M+$1.6M2026-10-14
Cabot Wealth Management Inc
DECREASED9,1809,857-677-7%$5.7M$4.3M-$1.4M2026-11-05
Amalgamated Bank
INCREASED8,7938,770+23+0%$5.1M$4.1K-$5.1M2026-10-23
Russell Investments Group, Ltd.
DECREASED8,60510,022-1,417-14%$5.8M$4.0M-$1.8M2026-11-06
Clean Yield Group
DECREASED8,3318,361-300%$4.8M$3.9M-$972.2K2026-10-28
Wedge Capital Management L L P
DECREASED7,5897,624-350%$4.4M$3.5M-$890.1K2026-10-13
LPL Financial LLC
DECREASED7,4117,416-50%$4.3M$3.4M-$852.6K2026-11-06
Diversify Wealth Management, LLC
INCREASED7,3246,820+504+7%$3.4M$3.3M-$69.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED7,3246,820+504+7%$3.4M$3.3M-$69.2K2026-10-20
Mutual of America Capital Management LLC
DECREASED7,0327,202-170-2%$4.2M$3.3M-$904.2K2026-10-23
Vontobel Holding Ltd.
DECREASED7,02712,535-5,508-44%$7.2M$3.3M-$4.0M2026-10-16
Commonwealth Equity Services, LLC
DECREASED6,8166,907-91-1%$4.0M$3.2M-$833.8K2026-11-02
Riverwater Partners LLC
INCREASED6,5245,644+880+16%$3.3M$3.0M-$239.6K2026-11-03
State of New Jersey Common Pension Fund D
UNCHANGED6,2076,20700%$3.6M$2.9M-$711.4K2026-11-05
Citigroup Inc
DECREASED6,2006,765-565-8%$3.9M$2.9M-$1.0M2026-11-04
Louisiana State Employees Retirement System
UNCHANGED5,7005,70000%$3.3M$2.6M-$653.3K2026-10-20
Verity Asset Management, Inc.
INCREASED5,4795,343+136+3%$3.1M$2.5M-$549.5K2026-10-30
Arizona State Retirement System
INCREASED5,4685,394+74+1%$3.1M$2.5M-$584.0K2026-11-03
Silver Lake Advisory, LLC
DECREASED5,4635,526-63-1%$3.2M$2.5M-$662.5K2026-10-22
Fulcrum Asset Management LLP
INCREASED5,2913,496+1,795+51%$2.0M$2.5M+$467.5K2026-11-04
Yousif Capital Management, LLC
DECREASED5,1845,449-265-5%$3.1M$2.4M-$747.3K2026-10-22
Moody National Bank Trust Division
DECREASED5,1635,967-804-13%$3.4M$2.4M-$1.1M2026-10-06
Oak Thistle LLC
INCREASED4,9564,948+8+0%$2.9M$2.3M-$563.4K2026-10-21
Nabity-Jensen Investment Management Inc
UNCHANGED4,9394,93900%$2.9M$2.3M-$566.1K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED4,9304,93000%$2.8M$2.3M-$565.1K2026-10-23
Nicollet Investment Management, Inc.
DECREASED4,9115,072-161-3%$2.9M$2.3K-$2.9M2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED4,6084,648-40-1%$2.7M$2.1M-$551.3K2026-11-03
State of Michigan Retirement System
DECREASED4,4884,588-100-2%$2.7M$2.1M-$572.2K2026-10-27
New Mexico Educational Retirement Board
UNCHANGED4,4004,40000%$2.5M$2.0K-$2.5M2026-11-05
Vest Financial, LLC
INCREASED4,3404,191+149+4%$2.4M$2.0M-$411.4K2026-10-21
Inspire Investing, LLC
DECREASED4,2758,793-4,518-51%$5.1M$2.0M-$3.1M2026-10-22
Davenport & Co LLC
NEW4,013—+4,013——$1.9M—2026-10-14
Oregon Public Employees Retirement Fund
UNCHANGED4,0124,01200%$2.3M$1.9M-$459.9K2026-10-30
Robeco Schweiz AG
NEW3,936—+3,936——$1.8M—2026-10-23
TBH Global Asset Management, LLC
UNCHANGED3,7373,73700%$2.2M$1.7M-$428.3K2026-11-03
Ritholtz Wealth Management
DECREASED3,4783,751-273-7%$2.2M$1.6M-$556.3K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED3,3343,402-68-2%$2.0M$1.5M-$421.4K2026-10-27
Smart Wealth LLC
DECREASED3,3323,349-17-1%$1.9M$1.5M-$391.9K2026-11-04
Arjuna Capital
DECREASED3,0923,106-140%$1.8M$1.4M-$362.5K2026-11-03
US Bancorp \de\
INCREASED2,8672,661+206+8%$1.5M$1.3M-$209.6K2026-11-05
Atria Investments, Inc
INCREASED2,8382,231+607+27%$1.3M$1.3M+$25.4K2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED2,8002,80000%$1.6M$1.3M-$320.9K2026-10-23
Perigon Wealth Management, LLC
DECREASED2,6873,812-1,125-30%$2.2M$1.2M-$957.8K2026-10-22
Gateway Investment Advisers LLC
INCREASED2,666874+1,792+205%$504.8K$1.2M+$729.5K2026-10-13
Union Bancaire Privee, UBP SA
INCREASED2,5772,340+237+10%$1.3M$1.2M-$125.3K2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED2,3962,028+368+18%$1.1M$1.1M+$14.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
UNCHANGED2,3922,39200%$1.4M$1.1M-$274.2K2026-10-14
HUB Investment Partners, LLC
INCREASED2,3492,281+68+3%$1.3M$1.1M-$230.0K2026-11-03
Inscription Capital, LLC
DECREASED2,3353,147-812-26%$1.8M$1.1M-$736.4K2026-11-02
Chicago Partners Investment Group LLC
INCREASED2,2192,142+77+4%$1.0M$965.4K-$81.3K2026-10-27
Xponance LLC
DECREASED2,2102,295-85-4%$1.3M$1.0M-$302.4K2026-11-03
CX Institutional
DECREASED2,1032,145-42-2%$1.2K$974-$2652026-10-02
Asset Management One Co., Ltd.
DECREASED2,0312,287-256-11%$1.3M$940.3K-$380.7K2026-10-27
Harbor Capital Advisors, Inc.
INCREASED2,0161,978+38+2%$1.1M$933-$1.1M2026-10-22
PNC Financial Services Group, Inc.
INCREASED1,9961,839+157+9%$1.1M$924.1K-$138.1K2026-11-06
Natural Investments, LLC
INCREASED1,9781,563+415+27%$902.0K$915.7K+$13.7K2026-11-06
Quadrant Capital Group LLC
INCREASED1,9731,934+39+2%$1.1M$931.2K-$185.9K2026-10-20
Ethic Inc.
DECREASED1,9272,957-1,030-35%$1.7M$892.2K-$815.8K2026-11-03
Aaron Wealth Advisors LLC
INCREASED1,9091,544+365+24%$891.8K$883.8K-$8.0K2026-10-13
State of Alaska, Department of Revenue
DECREASED1,8311,903-72-4%$1.1M$847-$1.1M2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED1,8311,826+5+0%$1.1M$847.7K-$207.0K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED1,7861,873-87-5%$1.1M$827-$1.1M2026-11-02
Meixler Investment Management, Ltd.
NEW1,782—+1,782——$825.0K—2026-11-03
Blue Trust, Inc.
DECREASED1,7321,829-97-5%$1.1M$802.0K-$254.6K2026-10-15
Gibbs Wealth Management
INCREASED1,7201,696+24+1%$979.6K$796.4K-$183.3K2026-10-22
Savant Capital, LLC
NEW1,682—+1,682——$778.7K—2026-11-06
Choreo, LLC
DECREASED1,6421,833-191-10%$1.1M$760.2K-$298.5K2026-10-28
Portside Wealth Group, LLC
DECREASED1,6201,629-9-1%$940.9K$750.0K-$190.9K2026-10-20
D.B. Root & Company, LLC
INCREASED1,5341,491+43+3%$861.2K$710.2K-$151.0K2026-11-04
Simplicity Wealth,LLC
INCREASED1,514772+742+96%$446.0K$701.0K+$255.0K2026-10-23
Essex Investment Management Co LLC
UNCHANGED1,5101,51000%$872.2K$699.1K-$173.1K2026-10-19
Nykredit A/S
INCREASED1,4741,027+447+44%$593.2K$682.4K+$89.2K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,4551,085+370+34%$626.7K$673.6K+$46.9K2026-10-27
Brighton Jones LLC
INCREASED1,4331,425+8+1%$823.1K$663.5K-$159.6K2026-11-03
Securian Asset Management, Inc
UNCHANGED1,4321,43200%$761.3K$663.0K-$98.4K2026-11-06
New York Life Investment Management LLC
DECREASED1,4192,355-936-40%$1.4M$657.0K-$703.3K2026-11-04
Finivi Inc.
INCREASED1,3721,324+48+4%$764.7K$635.2K-$129.5K2026-10-13
Merit Financial Group, LLC
INCREASED1,3521,241+111+9%$716.8K$626.0K-$90.8K2026-11-06
Trust Point Inc.
INCREASED1,333354+979+277%$204.5K$617.2K+$412.7K2026-10-27
Exchange Traded Concepts, LLC
INCREASED1,324444+880+198%$256.5K$613.0K+$356.5K2026-10-28
Maryland State Retirement & Pension System
INCREASED1,294930+364+39%$537.2K$599.1K+$61.9K2026-11-05
Versant Capital Management, Inc
DECREASED1,2931,359-66-5%$785.0K$598.6K-$186.3K2026-10-02
Knights of Columbus Asset Advisors LLC
INCREASED1,2921,152+140+12%$665.4K$598.2K-$67.2K2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED1,2781,27800%$738.2K$591.7K-$146.5K2026-11-05
Hamel Associates, Inc.
UNCHANGED1,2351,23500%$713.3K$571.8K-$141.6K2026-11-06
Swiss Life Asset Management Ltd
DECREASED1,2131,740-527-30%$1.0M$561.6K-$443.4K2026-11-03
Certuity, LLC
INCREASED1,2131,096+117+11%$633.1K$561.6K-$71.5K2026-11-02
Alliance Wealth Advisors, LLC
DECREASED1,2121,399-187-13%$808.1K$561.1K-$246.9K2026-10-28
Lanark Financial, Inc.
DECREASED1,2111,212-10%$700.1K$560.7K-$139.4K2026-10-26
RWC Asset Management LLP
INCREASED1,1541,116+38+3%$644.6K$534.3K-$110.3K2026-10-22
Childress Capital Advisors, LLC
INCREASED1,152634+518+82%$366.2K$533.4K+$167.2K2026-10-28
Baker Avenue Asset Management, LP
DECREASED1,1471,233-86-7%$712.2K$531.0K-$181.1K2026-11-06
Evergreen Capital Management LLC
DECREASED1,1361,148-12-1%$664.0K$526.8K-$137.2K2026-10-23
Welch Group, LLC
UNCHANGED1,1101,11000%$641.1K$513.9K-$127.2K2026-10-29
Allen Capital Group, LLC
DECREASED1,1071,119-12-1%$646.3K$512.5K-$133.8K2026-10-27
First Nebraska Trust Co
UNCHANGED1,1001,10000%$635.4K$509.3K-$126.1K2026-10-30
Crossmark Global Holdings, Inc.
INCREASED1,0831,011+72+7%$584.0K$501.4K-$82.5K2026-10-21
ProShare Advisors LLC
DECREASED1,0711,104-33-3%$637.7K$495.9K-$141.8K2026-10-29
Lido Advisors, LLC
INCREASED1,0521,039+13+1%$601.6K$487.1K-$114.5K2026-11-04
Norden Group LLC
DECREASED1,0251,097-72-7%$633.8K$474.7K-$159.2K2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED1,0071,00700%$581.6K$466.2K-$115.4K2026-10-21
Blue Capital, Inc.
INCREASED1,000989+11+1%$571.2K$463.0K-$108.3K2026-10-13
MGO One Seven LLC
INCREASED988650+338+52%$375.7K$457.3K+$81.6K2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED975890+85+10%$514.1K$451.4K-$62.7K2026-10-20
Insight Wealth Partners, LLC
DECREASED9731,387-414-30%$801.1K$450.5K-$350.7K2026-10-26
Ascent Group, LLC
NEW947—+947——$438.4K—2026-10-30
Vise Technologies, Inc.
INCREASED932699+233+33%$403.9K$431.3K+$27.4K2026-10-29
Pittenger & Anderson Inc
UNCHANGED92792700%$535.4K$429.2K-$106.3K2026-11-02
HB Wealth Management, LLC
INCREASED908553+355+64%$319.4K$420.4K+$101.0K2026-10-23
Carnegie Lake Advisors LLC
UNCHANGED90090000%$519.8K$416.7K-$103.2K2026-11-06
Sagespring Wealth Partners, LLC
INCREASED896890+6+1%$513.9K$414.8K-$99.1K2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED888938-50-5%$541.8K$411.1K-$130.7K2026-10-16
Morey & Quinn Wealth Partners, LLC
DECREASED888920-32-3%$531.4K$411.1K-$120.3K2026-10-28
Hanseatic Management Services Inc
INCREASED881850+31+4%$491.0K$407.9K-$83.1K2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED86586500%$499.5K$400.6K-$98.8K2026-10-29
Teza Capital Management LLC
INCREASED838389+449+115%$224.7K$388.0K+$163.3K2026-10-23
Hiley Hunt Wealth Management
UNCHANGED78778700%$454.4K$364.3K-$90.2K2026-10-08
Personal CFO Solutions, LLC
DECREASED7811,070-289-27%$619.1K$362.3K-$256.8K2026-11-06
WBI Investments, LLC
DECREASED7712,027-1,256-62%$1.2M$356.9K-$814.1K2026-11-05
Y.D. More Investments Ltd
INCREASED743707+36+5%$1.4K$344.0K+$342.6K2026-11-02
Stackstone Wealth, LLC
NEW736—+736——$340.8K—2026-10-19
Wedmont Private Capital
INCREASED720655+65+10%$358.2K$337.5K-$20.7K2026-10-09
Elevation Point Wealth Partners, LLC
NEW698—+698——$323.2K—2026-11-05
Balefire, LLC
INCREASED686682+4+1%$393.9K$317.6K-$76.3K2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED661670-9-1%$387.0K$306.0K-$81.0K2026-10-22
R Squared Ltd
DECREASED643755-112-15%$436.1K$297.7K-$138.4K2026-11-06
ANB Bank
UNCHANGED63663600%$367.4K$294.5K-$72.9K2026-10-09
Axxion S.A.
INCREASED634400+234+59%$231.0K$293.5K+$62.5K2026-10-22
Tsfg, LLC
UNCHANGED62962900%$363.0K$291-$362.7K2026-10-23
Strs Ohio
INCREASED606547+59+11%$315.9K$280.6K-$35.4K2026-10-30
CIBC Asset Management Inc
UNCHANGED60460400%$348.9K$279.6K-$69.2K2026-11-05
LSV Asset Management
UNCHANGED60060000%$347.0K$278-$346.7K2026-11-06
Lincoln Capital LLC
UNCHANGED60060000%$346.6K$277.8K-$68.8K2026-10-09
Crestwood Advisors Group, LLC
INCREASED593495+98+20%$285.9K$274.5K-$11.4K2026-10-27
North Dakota State Investment Board
INCREASED580579+1+0%$334.4K$268.5K-$65.9K2026-10-27
RMR Wealth Builders
DECREASED577646-69-11%$373.3K$267.3K-$106.0K2026-10-22
Sendero Wealth Management, LLC
UNCHANGED57057000%$329.2K$263.9K-$65.3K2026-10-14
Burney Co/
DECREASED555610-55-9%$352.3K$257.0K-$95.4K2026-10-15
Sterling Capital Management LLC
DECREASED550570-20-4%$329.2K$254.6K-$74.6K2026-10-22
Penobscot Investment Management Company, Inc.
UNCHANGED55055000%$317.7K$254.6K-$63.0K2026-10-26
AlphaCore Capital LLC
NEW537—+537——$248.9K—2026-11-04
CenterBook Partners LP
NEW532—+532——$246.3K—2026-11-02
Krilogy Financial LLC
UNCHANGED52852800%$305.0K$246.6K-$58.4K2026-10-13
Signaturefd, LLC
INCREASED514282+232+82%$162.9K$238.1K+$75.2K2026-10-23
Truist Financial Corp
INCREASED498474+24+5%$273.8K$230.6K-$43.2K2026-10-30
Interchange Capital Partners, LLC
INCREASED485475+10+2%$274.4K$224.5K-$49.8K2026-10-28
Innealta Capital, LLC
INCREASED479476+3+1%$274.9K$221.8K-$53.2K2026-11-02
Segment Wealth Management, LLC
UNCHANGED47547500%$274.4K$219.9K-$54.4K2026-10-26
MQS Management LLC
NEW473—+473——$219.0K—2026-11-06
Praxis Investment Management Inc
UNCHANGED47347300%$273.0K$219-$272.8K2026-11-03
Cornerstone Wealth Group, LLC
DECREASED458475-17-4%$274.4K$212.0K-$62.3K2026-11-02
RHS Financial, LLC
DECREASED454572-118-21%$330.4K$210.2K-$120.2K2026-10-13
River Street Advisors LLC
UNCHANGED45045000%$259.9K$208.3K-$51.6K2026-10-22
State of Wyoming
DECREASED448500-52-10%$288.8K$207.4K-$81.4K2026-10-28
Beverly Hills Private Wealth, LLC
INCREASED444351+93+27%$202.7K$205.6K+$2.8K2026-11-04
Elco Management Co., LLC
DECREASED433595-162-27%$343.7K$200.5K-$143.2K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED42842800%$247.2K$198.2K-$49.1K2026-10-13
Larson Financial Group LLC
INCREASED406241+165+68%$139.2K$188.0K+$48.8K2026-11-05
Gamma Investing LLC
INCREASED401346+55+16%$199.9K$185.7K-$14.2K2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED40040000%$231.0K$185.2K-$45.8K2026-10-29
Farther Finance Advisors, LLC
DECREASED370743-373-50%$429.1K$171.3K-$257.8K2026-10-08
Parkside Financial Bank & Trust
INCREASED350349+1+0%$201.6K$162.0K-$39.5K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED346310+36+12%$179.1K$160.2K-$18.9K2026-11-04
Allworth Financial LP
INCREASED337333+4+1%$192.3K$194.7K+$2.3K2026-11-06
IFP Advisors, Inc
DECREASED315547-232-42%$315.9K$145.8K-$170.1K2026-10-16
Parallel Advisors, LLC
INCREASED307290+17+6%$167.5K$142.1K-$25.4K2026-11-03
GK Wealth Management LLC
NEW275—+275——$127.2K—2026-10-09
Essential Partners LLC
INCREASED244198+46+23%$114.4K$113.0K-$1.4K2026-10-14
UMB Bank, n.a.
INCREASED234228+6+3%$131.7K$108.3K-$23.4K2026-11-06
Pflug Koory, LLC
UNCHANGED22022000%$127.1K$101.9K-$25.2K2026-10-26
Cullen T Bankers, Inc.
UNCHANGED20820800%$120.1K$96.3K-$23.8K2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED17517500%$101.1K$81.0K-$20.1K2026-10-13
True Wealth Design, LLC
INCREASED150142+8+6%$82.0K$69.4K-$12.6K2026-10-13
Swedbank AB
NEW144—+144——$66.7K—2026-10-27
Elyxium Wealth, LLC
NEW123—+123——$56.9K—2026-10-27
Rothwell Investment Advisors, LLC
NEW121—+121——$56.2K—2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED11440+74+185%$23.0K$53.3K+$30.4K2026-11-06
Root Financial Partners, LLC
NEW110—+110——$50.9K—2026-10-21
V-Square Quantitative Management LLC
NEW106—+106——$49.1K—2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED10510500%$61.0K$49-$61.0K2026-10-22
Elevation Wealth Partners, LLC
INCREASED10267+35+52%$38.7K$47.2K+$8.5K2026-10-07
Montag A & Associates Inc
DECREASED8485-1-1%$48.9K$38.8K-$10.1K2026-10-29
Bayforest Capital Ltd
NEW83—+83——$38.4K—2026-11-03
Provenance Wealth Advisors, LLC
UNCHANGED838300%$47.9K$38.4K-$9.5K2026-10-30
First Horizon Corp
UNCHANGED757500%$43.3K$34.7K-$8.6K2026-10-26
SJS Investment Consulting Inc.
INCREASED7438+36+95%$21.9K$34.3K+$12.3K2026-10-26
Caitong International Asset Management Co., Ltd
NEW72—+72——$33.3K—2026-10-29
Capital Advisors, Ltd. LLC
INCREASED6554+11+20%$31$30-$12026-10-27
Community Bank, N.A.
UNCHANGED656500%$37.5K$30.1K-$7.5K2026-11-06
TD Waterhouse Canada Inc.
INCREASED6258+4+7%$32.5K$29.1K-$3.4K2026-10-16
Pension & Wealth Management Advisors, Inc.
NEW51—+51——$23.6K—2026-10-16
Retirement Wealth Solutions LLC
UNCHANGED515100%$29.5K$23.6K-$5.8K2026-10-07
CoreCap Advisors, LLC
INCREASED5036+14+39%$20.8K$23.1K+$2.4K2026-10-08
Assetmark, Inc
INCREASED4627+19+70%$15.6K$21.3K+$5.7K2026-10-21
Yankcom Partnership
UNCHANGED404000%$23.1K$18.5K-$4.6K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED3827+11+41%$15.6K$17.6K+$2.0K2026-11-05
Kennebec Savings Bank
UNCHANGED373700%$21.4K$17.1K-$4.2K2026-10-22
Fortitude Family Office, LLC
INCREASED3522+13+59%$12.7K$16.2K+$3.5K2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED343400%$19.6K$15.7K-$3.9K2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED323200%$18.5K$14.9K-$3.7K2026-10-21
Leonteq Securities AG
UNCHANGED272700%$15.6K$12.5K-$3.1K2026-10-29
Covestor Ltd
DECREASED2645-19-42%$26.0K$12-$26.0K2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED252500%$14.4K$11.6K-$2.9K2026-11-03
GoalVest Advisory LLC
NEW23—+23——$10.6K—2026-10-02
WPG Advisers, LLC
UNCHANGED232300%$13.3K$10.6K-$2.6K2026-10-27
Private Wealth Management Group, LLC
UNCHANGED222200%$12.7K$10.2K-$2.5K2026-10-19
Wolff Wiese Magana LLC
UNCHANGED222200%$12.7K$10.2K-$2.5K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED222200%$12.7K$10.2K-$2.5K2026-10-23
Tributary Capital Management, LLC
NEW21—+21——$9.7K—2026-10-28
Farmers & Merchants Investments Inc
UNCHANGED171700%$9.8K$7.9K-$1.9K2026-10-22
Trust Co of Vermont
UNCHANGED171700%$9.8K$7.9K-$1.9K2026-10-21
Signature Equity Partners, LLC
DECREASED1619-3-16%$11.0K$7.4K-$3.6K2026-10-29
Owl Creek Wealth Partners LLC
UNCHANGED161600%$9.2K$7.4K-$1.8K2026-10-20
SBI Securities Co., Ltd.
UNCHANGED161600%$9.2K$7.4K-$1.8K2026-10-22
TD Private Client Wealth LLC
DECREASED14423-409-97%$244.3K$6.5K-$237.8K2026-10-28
High Note Wealth, LLC
UNCHANGED141400%$8.1K$6.5K-$1.6K2026-10-27
Clearstead Advisors, LLC
INCREASED138+5+63%$4.6K$6.0K+$1.4K2026-11-06
Central Trust Co
UNCHANGED131300%$7.5K$6.0K-$1.5K2026-11-05
Ascentis Independent Advisors
NEW11—+11——$5.1K—2026-11-03
PFS Partners, LLC
UNCHANGED111100%$6.4K$5.1K-$1.3K2026-10-21
Richardson Capital Management LLC
UNCHANGED111100%$6.4K$5.1K-$1.3K2026-10-23
Clearstead Trust, LLC
UNCHANGED101000%$5.8K$4.6K-$1.1K2026-11-06
Mather Group, Llc.
NEW8—+8——$3.7K—2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED812-4-33%$6.9K$3.7K-$3.2K2026-10-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED8800%$4.6K$3.7K-$9172026-10-15
Acumen Wealth Advisors, LLC
NEW7—+7——$3.2K—2026-11-05
Highline Wealth Partners LLC
NEW7—+7——$3.2K—2026-10-19
Cromwell Holdings LLC
INCREASED73+4+133%$1.7K$3.2K+$1.5K2026-10-28
Creative Capital Management Investments LLC
INCREASED75+2+40%$2.9K$3.2K+$3532026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$3.5K$2.8K-$6882026-10-16
Financial Network Wealth Advisors LLC
INCREASED54+1+25%$2.3K$2.3K+$52026-10-28
First Command Advisory Services, Inc.
UNCHANGED5500%$2.9K$2.3K-$5692026-11-05
Bokf, NA
NEW4—+4——$1.9K—2026-10-27
Avion Wealth
NEW4—+4——$1—2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED46-2-33%$3.5K$1.9K-$1.6K2026-10-27
Westside Investment Management, Inc.
UNCHANGED4400%$2.3K$1.9K-$4582026-11-02
Birch Financial Group, LLC
NEW3—+3——$1.2K—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3137-134-98%$79.1K$1.4K-$77.7K2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED32+1+50%$1.2K$1.4K+$2362026-11-03
TFC Financial Management, Inc.
UNCHANGED3300%$1.7K$1.4K-$3442026-10-26
Torren Management, LLC
UNCHANGED3300%$1.7K$1.4K-$3442026-10-29
Valley National Advisers Inc
NEW2—+2——$926—2026-10-23
Hughes Financial Services, LLC
DECREASED23-1-33%$1.7K$866-$8672026-10-30
Physician Wealth Advisors, Inc.
INCREASED21+1+100%$578$926+$3482026-10-20
Bell Investment Advisors, Inc
UNCHANGED2200%$1.2K$926-$2302026-10-29
Valued Wealth Advisors LLC
NEW1—+1——$464—2026-11-05
Maseco LLP
NEW1—+1——$463—2026-10-27
American Capital Advisory, LLC
UNCHANGED1100%$578$463-$1152026-10-28
DecisionPoint Financial, LLC
UNCHANGED1100%$560$469-$912026-10-27
Rossby Financial, LCC
UNCHANGED1100%$578$463-$1152026-11-05
Leuthold Group, LLC
CLOSED011,137-11,137-100%$6.4M$0-$6.4M2026-11-04
Natixis
CLOSED010,186-10,186-100%$5.9M$0-$5.9M2026-11-06
Carmel Capital Partners, LLC
CLOSED05,140-5,140-100%$3.0M$0-$3.0M2026-11-03
Katamaran Capital LLP
CLOSED03,509-3,509-100%$2.0M$0-$2.0M2026-10-27
Jackson Creek Investment Advisors LLC
CLOSED02,457-2,457-100%$1.2K$0-$1.2K2026-11-04
Generali Asset Management SPA SGR
CLOSED01,405-1,405-100%$811.5K$0-$811.5K2026-10-26
Stirlingshire Investments, Inc.
CLOSED0937-937-100%$541.9K$0-$541.9K2026-11-05
Diversified Trust Co
CLOSED0792-792-100%$457.5K$0-$457.5K2026-11-06
One Wealth Capital Management, LLC
CLOSED0770-770-100%$444.8K$0-$444.8K2026-10-23
Harbour Capital Advisors, LLC
CLOSED0576-576-100%$315.0K$0-$315.0K2026-10-13
111 Capital
CLOSED0576-576-100%$332.7K$0-$332.7K2026-11-03
Vigilare Wealth Management
CLOSED0474-474-100%$273.8K$0-$273.8K2026-10-29
Claro Advisors Inc.
CLOSED0460-460-100%$265.7K$0-$265.7K2026-11-02
Virtue Capital Management, LLC
CLOSED0422-422-100%$243.7K$0-$243.7K2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
CLOSED0420-420-100%$242.6K$0-$242.6K2026-10-13
Mission Wealth Management, LP
CLOSED0417-417-100%$240.9K$0-$240.9K2026-10-15
Encompass More Asset Management
CLOSED0411-411-100%$237.4K$0-$237.4K2026-10-16
Novem Group
CLOSED0411-411-100%$237.3K$0-$237.3K2026-10-19
Profund Advisors LLC
CLOSED0410-410-100%$236.8K$0-$236.8K2026-10-29
Clifford Swan Investment Counsel LLC
CLOSED0400-400-100%$231.0K$0-$231.0K2026-11-05
Cypress Asset Management Inc
CLOSED0400-400-100%$231.0K$0-$231.0K2026-10-09
Park Avenue Securities LLC
CLOSED0393-393-100%$227.0K$0-$227.0K2026-10-26
Badgley Phelps Wealth Managers, LLC
CLOSED0385-385-100%$222.7K$0-$222.7K2026-10-22
55 North Private Wealth, LLC
CLOSED0380-380-100%$219.5K$0-$219.5K2026-10-20
Sowell Financial Services LLC
CLOSED0357-357-100%$206.2K$0-$206.2K2026-10-23
FSM Wealth Advisors, LLC
CLOSED0350-350-100%$202.4K$0-$202.4K2026-10-27
Glenview Trust Co
CLOSED0349-349-100%$201.6K$0-$201.6K2026-10-28
AdvisorNet Financial, Inc
CLOSED0188-188-100%$108.6K$0-$108.6K2026-10-15
Trust Co of Toledo NA
CLOSED066-66-100%$38.1K$0-$38.1K2026-10-16
International Assets Investment Management, LLC
CLOSED059-59-100%$33.0K$0-$33.0K2026-11-02
Cornerstone Planning Group LLC
CLOSED052-52-100%$25.5K$0-$25.5K2026-10-16
Centerpoint Advisors, LLC
CLOSED050-50-100%$29.0K$0-$29.0K2026-11-05
Spire Wealth Management
CLOSED050-50-100%$28.9K$0-$28.9K2026-10-30
United Financial Planning Group LLC
CLOSED09-9-100%$5.2K$0-$5.2K2026-11-04
Private Trust Co NA
CLOSED04-4-100%$2.3K$0-$2.3K2026-10-20
Whipplewood Advisors, LLC
CLOSED03-3-100%$1.7K$0-$1.7K2026-10-20
Mascoma Wealth Management LLC
CLOSED02-2-100%$1.2K$0-$1.2K2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED01-1-100%$578$0-$5782026-10-27
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
Raleigh Capital Management Inc.
UNCHANGED000—$12$10-$22026-10-28
BlackRock, Inc.
N/A—1,976,054-1,976,054-100%$1.1B———
Vanguard Portfolio Management LLC
N/A—854,011-854,011-100%$493.3M———
Vanguard Capital Management LLC
N/A—844,005-844,005-100%$487.5M———
State Street Corp
N/A—659,625-659,625-100%$381.5M———
Neuberger Berman Group LLC
N/A—497,545-497,545-100%$287.4M———
Earnest Partners LLC
N/A—381,692-381,692-100%$220.5M———
Invesco Ltd.
N/A—366,785-366,785-100%$211.9M———
Bank of America Corp
N/A—303,684-303,684-100%$175.4M———
SEI Investments Co
N/A—280,023-280,023-100%$161.7M———
Franklin Resources Inc
N/A—259,068-259,068-100%$149.6M———
Vaughan Nelson Investment Management, L.P.
N/A—247,458-247,458-100%$142.9M———
Fuller & Thaler Asset Management, Inc.
N/A—246,376-246,376-100%$142.3M———
Norges Bank
N/A—244,208-244,208-100%$141.1M———
Charles Schwab Investment Management Inc
N/A—244,104-244,104-100%$141.0M———
Impax Asset Management Group plc
N/A—226,080-226,080-100%$130.6M———
Segall Bryant & Hamill, LLC
N/A—205,924-205,924-100%$118.9M———
Quantinno Capital Management LP
N/A—198,423-198,423-100%$114.6M———
T. Rowe Price Investment Management, Inc.
N/A—197,597-197,597-100%$114.1M———
Northern Trust Corp
N/A—179,741-179,741-100%$103.8M———
AQR Capital Management LLC
N/A—178,340-178,340-100%$102.4M———
First Trust Advisors LP
N/A—175,843-175,843-100%$101.6M———
FMR LLC
N/A—174,122-174,122-100%$100.6M———
JPMorgan Chase & Co
N/A—166,788-166,788-100%$96.1M———
Morgan Stanley
N/A—166,497-166,497-100%$96.2M———
Price T Rowe Associates Inc
N/A—160,608-160,608-100%$92.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—157,550-157,550-100%$91.0M———
Victory Capital Management Inc
N/A—152,679-152,679-100%$88.2M———
Southpoint Capital Advisors LP
N/A—150,000-150,000-100%$86.6M———
Jupiter Topco LLC
N/A—130,279-130,279-100%$75.3M———
Goldman Sachs Group Inc
N/A—127,782-127,782-100%$73.8M———
Vanguard Fiduciary Trust Co
N/A—121,880-121,880-100%$70.4M———
Brown Advisory Inc
N/A—121,839-121,839-100%$70.4M———
Natixis Advisors, LLC
N/A—118,082-118,082-100%$68.2M———
Point72 Asset Management, L.P.
N/A—118,065-118,065-100%$68.2M———
Allianz Asset Management GmbH
N/A—111,478-111,478-100%$64.4M———
Royce & Associates LP
N/A—109,656-109,656-100%$63.3M———
Kennedy Capital Management LLC
N/A—108,802-108,802-100%$62.8M———
American Century Companies Inc
N/A—105,677-105,677-100%$61.0M———
Greenhouse Funds Lllp
N/A—96,557-96,557-100%$55.8M———
Storebrand Asset Management AS
N/A—95,659-95,659-100%$55.3M———
Lord, Abbett & Co. LLC
N/A—86,285-86,285-100%$49.8M———
Schroder Investment Management Group
N/A—85,623-85,623-100%$49.1M———
Renaissance Technologies LLC
N/A—78,320-78,320-100%$45.2M———
Jones Financial Companies Lllp
N/A—72,943-72,943-100%$41.5M———
Gotham Asset Management, LLC
N/A—71,692-71,692-100%$41.4M———
Nuveen, LLC
N/A—69,329-69,329-100%$40.0M———
SG Americas Securities, LLC
N/A—69,306-69,306-100%$40.0M———
Bornite Capital Management LP
N/A—65,300-65,300-100%$37.7M———
UBS Group AG
N/A—61,486-61,486-100%$35.5M———
Gamco Investors, Inc. ET AL
N/A—57,560-57,560-100%$33.2M———
Gabelli Funds LLC
N/A—56,893-56,893-100%$32.9M———
UBS Asset Management Americas LLC
N/A—53,748-53,748-100%$31.0M———
HighTower Advisors, LLC
N/A—53,418-53,418-100%$30.9M———
Rhumbline Advisers
N/A—50,403-50,403-100%$29.1M———
Trillium Asset Management, LLC
N/A—48,505-48,505-100%$28.0M———
Voloridge Investment Management, LLC
N/A—46,667-46,667-100%$27.0M———
Panagora Asset Management Inc
N/A—46,192-46,192-100%$26.7M———
Envestnet Asset Management Inc
N/A—45,778-45,778-100%$26.4M———
Ameriprise Financial Inc
N/A—43,358-43,358-100%$25.0M———
Jupiter Asset Management LTD
N/A—43,027-43,027-100%$24.9M———
Clearbridge Investments, LLC
N/A—41,925-41,925-100%$24.2M———
California Public Employees Retirement System
N/A—41,753-41,753-100%$24.1M———
Jane Street Group, LLC
N/A—41,255-41,255-100%$23.8M———
Avalon Trust Co
N/A—39,748-39,748-100%$23.0M———
Swiss National Bank
N/A—39,220-39,220-100%$22.7M———
Caisse de Depot ET Placement DU Quebec
N/A—38,888-38,888-100%$22.5M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—36,978-36,978-100%$21.4M———
Alta FOX Capital Management, LLC
N/A—36,480-36,480-100%$21.1M———
Wells Fargo & Company
N/A—35,707-35,707-100%$20.6M———
Qube Research & Technologies Ltd
N/A—35,492-35,492-100%$20.5M———
Tidal Investments LLC
N/A—34,510-34,510-100%$19.9M———
Blair William & Co
N/A—34,368-34,368-100%$19.9M———
Value Holdings Management Co. LLC
N/A—33,000-33,000-100%$19.1M———
Pennant Select, LLC
N/A—33,000-33,000-100%$19.1M———
Treasurer of the State of North Carolina
N/A—31,231-31,231-100%$18.0M———
State of Wisconsin Investment Board
N/A—31,141-31,141-100%$18.0M———
Squarepoint Ops LLC
N/A—30,925-30,925-100%$17.9M———
Pennant Investors, LP
N/A—30,000-30,000-100%$17.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—29,757-29,757-100%$17.2M———
Nordea Investment Management AB
N/A—29,361-29,361-100%$16.9M———
Millennium Management LLC
N/A—29,003-29,003-100%$16.8M———
Marshall Wace, LLP
N/A—28,914-28,914-100%$16.7M———
Advisors Asset Management, Inc.
N/A—28,370-28,370-100%$16.4M———
Alliancebernstein L.P.
N/A—27,482-27,482-100%$11.0M———
Legal & General Group Plc
N/A—26,453-26,453-100%$15.3M———
Handelsbanken Fonder AB
N/A—26,194-26,194-100%$15.1K———
Montanaro Asset Management Ltd
N/A—25,850-25,850-100%$14.9M———
Delta Global Management LP
N/A—24,876-24,876-100%$14.4M———
Royal Bank of Canada
N/A—24,327-24,327-100%$14.1M———
Crawford Investment Counsel Inc
N/A—23,838-23,838-100%$13.8M———
Capital Fund Management S.A.
N/A—22,891-22,891-100%$13.2M———
De Lisle Partners LLP
N/A—22,800-22,800-100%$13.2M———
California State Teachers Retirement System
N/A—22,588-22,588-100%$13.0M———
Pier Capital, LLC
N/A—20,239-20,239-100%$11.7M———
Osaic Holdings, Inc.
N/A—20,215-20,215-100%$11.7M———
D. E. Shaw & Co., Inc.
N/A—20,026-20,026-100%$11.6M———
Citadel Advisors LLC
N/A—20,020-20,020-100%$11.6M———
Vanguard Asset Management, Ltd
N/A—18,911-18,911-100%$10.9M———
Danske Bank A/S
N/A—18,819-18,819-100%$10.9M———
Captrust Financial Advisors
N/A—18,616-18,616-100%$10.8M———
Van Eck Associates Corp
N/A—18,334-18,334-100%$10.6M———
Raymond James Financial Inc
N/A—17,763-17,763-100%$10.3M———
Manufacturers Life Insurance Company, the
N/A—16,822-16,822-100%$9.7M———
IEQ Capital, LLC
N/A—16,486-16,486-100%$9.5M———
CSM Advisors, LLC
N/A—16,456-16,456-100%$9.5M———
Nitorum Capital, L.P.
N/A—16,305-16,305-100%$9.4M———
Teacher Retirement System of Texas
N/A—15,811-15,811-100%$9.1M———
Edentree Asset Management Ltd
N/A—15,560-15,560-100%$9.0M———
Mariner, LLC
N/A—15,523-15,523-100%$9.0M———
Defiance ETFs, LLC
N/A—14,886-14,886-100%$8.3M———
State Board of Administration of Florida Retirement System
N/A—14,409-14,409-100%$8.3M———
LOS Angeles Capital Management LLC
N/A—14,262-14,262-100%$8.2M———
Southernsun Asset Management, LLC
N/A—13,601-13,601-100%$7.9M———
Martingale Asset Management L P
N/A—13,493-13,493-100%$7.8M———
FCA Corp
N/A—12,438-12,438-100%$7.2M———
Cannell & Spears LLC
N/A—12,405-12,405-100%$7.2M———
Hillsdale Investment Management Inc.
N/A—12,300-12,300-100%$7.1M———
HSBC Holdings PLC
N/A—12,178-12,178-100%$7.0M———
Canada Life Assurance Co
N/A—12,136-12,136-100%$7.0M———
Erste Asset Management GmbH
N/A—12,000-12,000-100%$6.8M———
Boothbay Fund Management, LLC
N/A—11,351-11,351-100%$6.6M———
BNP Paribas Financial Markets
N/A—11,160-11,160-100%$6.4M———
New York State Common Retirement Fund
N/A—10,666-10,666-100%$6.2M———
Informed Momentum Co LLC
N/A—10,532-10,532-100%$6.1M———
Cetera Investment Advisers
N/A—10,121-10,121-100%$5.8M———
Stifel Financial Corp
N/A—10,106-10,106-100%$5.8M———
Intech Investment Management LLC
N/A—10,049-10,049-100%$5.8M———
EFG International AG
N/A—9,577-9,577-100%$5.5M———
MetLife Investment Management, LLC
N/A—9,340-9,340-100%$5.4M———
Police & Firemen's Retirement System of New Jersey
N/A—8,558-8,558-100%$4.9M———
State of Tennessee, Department of Treasury
N/A—8,469-8,469-100%$4.9M———
Global Alpha Capital Management Ltd.
N/A—8,347-8,347-100%$4.8M———
Horizon Investments, LLC
N/A—8,218-8,218-100%$4.7M———
Credit Agricole S A
N/A—7,700-7,700-100%$4.4M———
Vanguard Global Advisers, LLC
N/A—7,509-7,509-100%$4.3M———
Focus Partners Wealth
N/A—7,375-7,375-100%$4.3M———
Mercer Global Advisors Inc
N/A—6,971-6,971-100%$4.0M———
Prudential Financial Inc
N/A—6,744-6,744-100%$3.9M———
Public Employees Retirement System of Ohio
N/A—6,682-6,682-100%$3.9M———
1832 Asset Management L.P.
N/A—6,600-6,600-100%$3.8M———
Teachers Retirement System of the State of Kentucky
N/A—6,254-6,254-100%$3.6M———
O'shaughnessy Asset Management, LLC
N/A—6,167-6,167-100%$3.6M———
Meeder Asset Management Inc
N/A—6,127-6,127-100%$3.5M———
&partners
N/A—6,119-6,119-100%$3.5M———
Aptus Capital Advisors, LLC
N/A—6,100-6,100-100%$3.5M———
Summit Trail Advisors, LLC
N/A—6,073-6,073-100%$3.5M———
Guardian Wealth Advisors, LLC / NC
N/A—6,053-6,053-100%$3.5M———
XTX Topco Ltd
N/A—6,052-6,052-100%$3.5M———
Scopus Asset Management, L.P.
N/A—6,037-6,037-100%$3.5M———
KLP Kapitalforvaltning AS
N/A—5,660-5,660-100%$3.3M———
Schonfeld Strategic Advisors LLC
N/A—5,537-5,537-100%$3.2M———
Quadrature Capital Ltd
N/A—5,467-5,467-100%$3.2M———
Arax Advisory Partners
N/A—5,400-5,400-100%$3.1M———
Hantz Financial Services, Inc.
N/A—5,311-5,311-100%$3.1M———
Cerity Partners LLC
N/A—5,196-5,196-100%$3.0M———
Caprock Group, LLC
N/A—5,012-5,012-100%$2.9M———
Vanguard Investments Australia, Ltd.
N/A—5,012-5,012-100%$2.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—4,911-4,911-100%$2.8M———
Johnson Investment Counsel Inc
N/A—4,743-4,743-100%$2.7M———
Shelton Capital Management
N/A—4,726-4,726-100%$2.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—4,715-4,715-100%$2.7M———
Two Sigma Investments, LP
N/A—4,671-4,671-100%$2.7M———
Bank of Montreal
N/A—4,635-4,635-100%$2.7M———
BNP Paribas Asset Management Holding S.A.
N/A—4,586-4,586-100%$2.6M———
Engineers Gate Manager LP
N/A—4,465-4,465-100%$2.6M———
Pathstone Holdings, LLC
N/A—4,439-4,439-100%$2.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—4,367-4,367-100%$2.5M———
Callan Family Office, LLC
N/A—4,299-4,299-100%$2.5M———
Vestmark Advisory Solutions, Inc.
N/A—4,264-4,264-100%$2.5M———
Susquehanna International Group, LLP
N/A—4,083-4,083-100%$2.4M———
Pinnacle Financial Partners, Inc.
N/A—3,704-3,704-100%$2.1M———
Jain Global LLC
N/A—3,670-3,670-100%$2.1M———
Curi Capital, LLC
N/A—3,573-3,573-100%$2.1M———
Ameritas Investment Partners, Inc.
N/A—3,573-3,573-100%$2.1M———
Summit Financial, LLC
N/A—3,413-3,413-100%$2.0M———
Edgestream Partners, L.P.
N/A—3,324-3,324-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—3,003-3,003-100%$1.7M———
Sanctuary Advisors, LLC
N/A—2,983-2,983-100%$1.7M———
Canada Pension Plan Investment Board
N/A—2,920-2,920-100%$1.7M———
Baird Financial Group, Inc.
N/A—2,723-2,723-100%$1.6M———
Federation des caisses Desjardins du Quebec
N/A—2,721-2,721-100%$1.6M———
Vanguard Personalized Indexing Management, LLC
N/A—2,698-2,698-100%$1.6M———
Venturi Wealth Management, LLC
N/A—2,652-2,652-100%$1.5M———
Vestcor Inc
N/A—2,651-2,651-100%$1.5M———
Pacer Advisors, Inc.
N/A—2,586-2,586-100%$1.5M———
Rithm Capital Corp.
N/A—2,500-2,500-100%$1.4M———
Ensign Peak Advisors, Inc
N/A—2,482-2,482-100%$1.4M———
First National Bank of Omaha
N/A—2,330-2,330-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—2,314-2,314-100%$1.3M———
Bristlecone Value Partners, LLC
N/A—2,291-2,291-100%$1.3M———
Heritage Trust Co
N/A—2,247-2,247-100%$1.3M———
First Manhattan Co. Llc.
N/A—2,229-2,229-100%$1.3M———
Chesapeake Capital Corp
N/A—2,227-2,227-100%$1.3M———
Picton Mahoney Asset Management
N/A—2,193-2,193-100%$1.3M———
IQ EQ Fund Management (Ireland) Ltd
N/A—2,190-2,190-100%$1.3M———
Ostrum Asset Management
N/A—2,170-2,170-100%$1.3M———
Acadian Asset Management LLC
N/A—2,050-2,050-100%$1.2M———
Walleye Capital LLC
N/A—2,043-2,043-100%$1.2M———
AE Wealth Management LLC
N/A—2,030-2,030-100%$1.2M———
Redwood Investment Management, LLC
N/A—2,027-2,027-100%$1.2M———
ING Groep NV
N/A—2,000-2,000-100%$1.2M———
Voya Investment Management LLC
N/A—2,000-2,000-100%$1.2M———
Landscape Capital Management, L.L.C.
N/A—1,996-1,996-100%$1.2M———
Global Retirement Partners, LLC
N/A—1,951-1,951-100%$1.1M———
Public Employees Retirement Association of Colorado
N/A—1,885-1,885-100%$1.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,759-1,759-100%$1.0M———
Syon Capital LLC
N/A—1,742-1,742-100%$1.0M———
Orion Porfolio Solutions, LLC
N/A—1,710-1,710-100%$987.5K———
Bridges Investment Management Inc
N/A—1,709-1,709-100%$987.1K———
Inceptionr LLC
N/A—1,709-1,709-100%$987.1K———
EP Wealth Advisors, LLC
N/A—1,696-1,696-100%$979.6K———
Janney Montgomery Scott LLC
N/A—1,682-1,682-100%$972.0K———
Gladstone Institutional Advisory LLC
N/A—1,668-1,668-100%$963.4K———
Kera Capital Partners, Inc.
N/A—1,656-1,656-100%$956.5K———
Federated Hermes, Inc.
N/A—1,590-1,590-100%$918.4K———
Quantbot Technologies LP
N/A—1,578-1,578-100%$911.5K———
Delta Asset Management LLC
N/A—1,522-1,522-100%$879.1K———
denkapparat Operations GmbH
N/A—1,514-1,514-100%$874.5K———
Savvy Advisors, Inc.
N/A—1,436-1,436-100%$829.6K———
Frec Markets, Inc.
N/A—1,406-1,406-100%$812.1K———
Dakota Wealth Management
N/A—1,399-1,399-100%$808.1K———
Silvercrest Asset Management Group LLC
N/A—1,399-1,399-100%$808.1K———
Cornerstone Investment Partners, LLC
N/A—1,356-1,356-100%$783.2K———
MAI Capital Management
N/A—1,350-1,350-100%$780.0K———
Bessemer Group Inc
N/A—1,318-1,318-100%$762.0K———
Chesapeake Asset Management LLC
N/A—1,307-1,307-100%$609.7K———
Tower Research Capital LLC (TRC)
N/A—1,259-1,259-100%$727.2K———
Corient IA LP
N/A—1,220-1,220-100%$704.7K———
Sequoia Financial Advisors, LLC
N/A—1,211-1,211-100%$699.4K———
Horizon Kinetics Asset Management LLC
N/A—1,201-1,201-100%$693.7K———
Shufro Rose & Co LLC
N/A—1,200-1,200-100%$693.1K———
ABN Amro Bank N.V.
N/A—1,190-1,190-100%$682.7K———
Banque Cantonale Vaudoise
N/A—1,152-1,152-100%$665.0K———
Vident Advisory, LLC
N/A—1,053-1,053-100%$608.2K———
Man Group plc
N/A—1,036-1,036-100%$598.4K———
AlphaGrep UK Ltd
N/A—1,016-1,016-100%$586.8K———
K.J. Harrison & Partners Inc
N/A—1,000-1,000-100%$577.6K———
Capstone Investment Advisors, LLC
N/A—999-999-100%$577.0K———
Utah Retirement Systems
N/A—988-988-100%$570.7K———
DnB Asset Management AS
N/A—977-977-100%$564.3K———
NewEdge Advisors, LLC
N/A—956-956-100%$552.3K———
Banque Transatlantique SA
N/A—956-956-100%$552.2K———
JMN Financial LLC
N/A—952-952-100%$550.6K———
Steward Partners Investment Advisory, LLC
N/A—952-952-100%$549.9K———
FOX RUN Management, L.L.C.
N/A—922-922-100%$532.5K———
Advyzon Investment Management, LLC
N/A—914-914-100%$527.9K———
Two Sigma Securities, LLC
N/A—832-832-100%$480.6K———
Snowden Capital Advisors LLC
N/A—829-829-100%$479.6K———
M&T Bank Corp
N/A—817-817-100%$471.7K———
Dynamic Technology Lab Private Ltd
N/A—811-811-100%$468.0K———
Pallas Capital Advisors LLC
N/A—801-801-100%$462.7K———
Chevy Chase Trust Holdings, LLC
N/A—800-800-100%$462.1K———
BSW Wealth Partners
N/A—750-750-100%$433.2K———
GSA Capital Partners LLP
N/A—742-742-100%$429.0K———
CreativeOne Wealth, LLC
N/A—717-717-100%$414.1K———
Fieldview Capital Management, LLC
N/A—701-701-100%$404.9K———
Lazard Asset Management LLC
N/A—662-662-100%$382.4K———
Beacon Pointe Advisors, LLC
N/A—657-657-100%$379.7K———
Waverly Advisors, LLC
N/A—641-641-100%$370.2K———
Worldquant Millennium Advisors LLC
N/A—633-633-100%$365.6K———
Coldstream Capital Management Inc
N/A—628-628-100%$362.7K———
Cullen Capital Management, LLC
N/A—619-619-100%$357.5K———
Empowered Funds, LLC
N/A—602-602-100%$347.7K———
Cresset Asset Management, LLC
N/A—574-574-100%$332.0K———
Focus Partners Advisor Solutions, LLC
N/A—563-563-100%$325.3K———
Knollwood Investment Advisory, LLC
N/A—556-556-100%$321.1K———
OAK Associates LTD
N/A—546-546-100%$315.4K———
Cambria Investment Management, L.P.
N/A—542-542-100%$313.1K———
Maridea Wealth Management LLC
N/A—538-538-100%$310.6K———
Arkadios Wealth Advisors
N/A—533-533-100%$307.8K———
Turner Financial Group, Inc.
N/A—526-526-100%$303.8K———
Argent Trust Co
N/A—525-525-100%$303.2K———
MML Investors Services, LLC
N/A—521-521-100%$300.8K———
Foundations Investment Advisors, LLC
N/A—521-521-100%$300.9K———
Bull Harbor Capital LLC
N/A—516-516-100%$298.0K———
Brendel Financial Advisors LLC
N/A—508-508-100%$293.4K———
Optas, LLC
N/A—501-501-100%$289.4K———
King Wealth Management Group
N/A—500-500-100%$289.0K———
Ballentine Partners, LLC
N/A—492-492-100%$284.2K———
Cary Street Partners Investment Advisory LLC
N/A—475-475-100%$274.4K———
Proficio Capital Partners LLC
N/A—464-464-100%$268.0K———
Meiji Yasuda Asset Management Co Ltd.
N/A—454-454-100%$262.2K———
Florida Financial Advisors, LLC
N/A—451-451-100%$260.8K———
Envestnet Portfolio Solutions, Inc.
N/A—419-419-100%$242.0K———
DRW Securities, LLC
N/A—414-414-100%$239.1K———
Wealthfront Advisers LLC
N/A—414-414-100%$239.1K———
NewEdge Wealth, LLC
N/A—411-411-100%$237.4K———
Zacks Investment Management
N/A—404-404-100%$233.8K———
Equitable Holdings, Inc.
N/A—400-400-100%$231.0K———
Carr Financial Group Corp
N/A—394-394-100%$227.6K———
Rothschild Investment LLC
N/A—378-378-100%$218.3K———
Harbour Investments, Inc.
N/A—376-376-100%$217.2K———
Atlantic Union Bankshares Corp
N/A—375-375-100%$216.6K———
Drucker Wealth 3.0, LLC
N/A—369-369-100%$212.9K———
Glenmede Trust Co NA
N/A—365-365-100%$210.8K———
Commerce Bank
N/A—363-363-100%$209.7K———
West Family Investments, Inc.
N/A—363-363-100%$209.7K———
Varcov Co.
N/A—352-352-100%$203.3K———
Armistice Capital, LLC
N/A—348-348-100%$201.0K———
Hurricane Capital Advisors LLC
N/A—307-307-100%$177.3K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—300-300-100%$173.3K———
Walleye Trading LLC
N/A—296-296-100%$171.0K———
Skandinaviska Enskilda Banken AB (publ)
N/A—269-269-100%$155.4K———
Toronto Dominion Bank
N/A—247-247-100%$143.0K———
Quarry LP
N/A—185-185-100%$106.9K———
Webster Bank, N. A.
N/A—150-150-100%$86.6K———
Quent Capital, LLC
N/A—148-148-100%$85.5K———
Huntington National Bank
N/A—127-127-100%$73.4K———
Aster Capital Management (Difc) Ltd
N/A—127-127-100%$73.4K———
Smartleaf Asset Management LLC
N/A—124-124-100%$71.1K———
Atlas Capital Advisors Inc.
N/A—122-122-100%$70.5K———
Measured Wealth Private Client Group, LLC
N/A—94-94-100%$54.3K———
Millstone Evans Group, LLC
N/A—60-60-100%$34.7K———
Nomura Asset Management Co LTD
N/A—57-57-100%$32.9K———
Northwestern Mutual Wealth Management Co
N/A—49-49-100%$28.4K———
Cary Street Partners Financial LLC
N/A—45-45-100%$26.0K———
Sachetta, LLC
N/A—44-44-100%$25.4K———
Brown Brothers Harriman & Co
N/A—36-36-100%$20.8K———
BFC Planning, Inc.
N/A—34-34-100%$19.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—34-34-100%$19.8K———
CVA Family Office, LLC
N/A—33-33-100%$19.1K———
National Bank of Canada
N/A—29-29-100%$16.7K———
Smithfield Trust Co
N/A—26-26-100%$15.0K———
Tanglewood Legacy Advisors, LLC
N/A—25-25-100%$14.4K———
Ancora Advisors LLCA
N/A—23-23-100%$13.3K———
Dogwood Wealth Management LLC
N/A—21-21-100%$12.1K———
Fiduciary Financial Advisors
N/A—18-18-100%$9.8K———
Cbiz Investment Advisory Services, LLC
N/A—17-17-100%$6.8K———
Private Wealth Asset Management, LLC
N/A—17-17-100%$9.8K———
ST Germain D J Co Inc
N/A—17-17-100%$9.8K———
Synergy Investment Management, LLC
N/A—15-15-100%$6.8K———
Caitlin John, LLC
N/A—13-13-100%$7.5K———
Keating Financial Advisory Services, Inc.
N/A—13-13-100%$7.5K———
MidFirst Bank
N/A—11-11-100%$6.4K———
Johnson Financial Group, Inc.
N/A—10-10-100%$5.8K———
Whittier Trust Co of Nevada Inc
N/A—8-8-100%$4.3K———
Rialto Wealth Management, LLC
N/A—8-8-100%$4.6K———
HFM Investment Advisors, LLC
N/A—7-7-100%$4.0K———
Raffa Wealth Management, LLC
N/A—7-7-100%$4.0K———
Park Place Capital Corp
N/A—6-6-100%$3.5K———
Bogart Wealth, LLC
N/A—4-4-100%$2.3K———
Marshall Investment Management, LLC
N/A—3-3-100%$1.7K———
Cornerstone Financial Management LLC
N/A—3-3-100%$1.7K———
JPL Wealth Management, LLC
N/A—3-3-100%$1.7K———
SHP Wealth Management
N/A—3-3-100%$1.7K———
Basecamp Wealth Advisors LLC
N/A—3-3-100%$1.7K———
Ameriflex Group, Inc.
N/A—2-2-100%$1.2K———
SouthState Bank Corp
N/A—2-2-100%$1.2K———
LRI Investments, LLC
N/A—2-2-100%$1.2K———
Showing 690 of 690 institutions