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Vertex Inc (VERX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Legacy Advisors, LLC
INCREASED
Shares1,343,905 from 1,343,838
Change+67 (0%)
Value$15.8M (+$403.9K)
Filed 2026-10-19
Gagnon Securities LLC
INCREASED
Shares1,045,187 from 761,026
Change+284,161 (+37%)
Value$12.3M (+$3.6M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares976,094 from 972,967
Change+3,127 (+0%)
Value$11.5M (+$328.7K)
Filed 2026-11-04
Banque Pictet & CIE SA
DECREASED
Shares545,925 from 547,975
Change-2,050 (0%)
Value$6.4M (+$140.2K)
Filed 2026-10-16
Dimensional Fund Advisors LP
INCREASED
Shares263,266 from 260,369
Change+2,897 (+1%)
Value$3.1M (+$110.6K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares236,779 from 262,982
Change-26,203 (-10%)
Value$2.8M (-$229.8K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares233,668 from 303,502
Change-69,834 (-23%)
Value$2.8M (-$731.6K)
Filed 2026-10-16
Brown Capital Management LLC
DECREASED
Shares124,022 from 373,824
Change-249,802 (-67%)
Value$1.5M (-$2.8M)
Filed 2026-10-27
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares95,660 from 95,660
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-03
Edmp, Inc.
NEW
Shares94,892
Change+94,892
Value$1.1M
Filed 2026-10-22
CenterBook Partners LP
INCREASED
Shares75,419 from 21,118
Change+54,301 (+257%)
Value$888.4K (+$646.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares73,382 from 62,232
Change+11,150 (+18%)
Value$864.4K (+$150.0K)
Filed 2026-11-02
Inspire Investing, LLC
NEW
Shares55,135
Change+55,135
Value$649.5K
Filed 2026-10-22
Virginia Retirement Systems ET Al
UNCHANGED
Shares40,800 from 40,800
Change0 (0%)
Value$480.6K (+$12.2K)
Filed 2026-10-28
Chicago Capital, LLC
INCREASED
Shares40,394 from 25,528
Change+14,866 (+58%)
Value$475.8K (+$182.8K)
Filed 2026-10-13
Bank Pictet & Cie (Europe) AG
INCREASED
Shares37,850 from 31,350
Change+6,500 (+21%)
Value$445.9K (+$86.0K)
Filed 2026-10-20
Kornitzer Capital Management Inc
DECREASED
Shares35,708 from 266,439
Change-230,731 (-87%)
Value$420.6K (-$2.6M)
Filed 2026-11-03
Fulcrum Asset Management LLP
INCREASED
Shares34,173 from 1,967
Change+32,206 (+1637%)
Value$381.0K (+$358.6K)
Filed 2026-11-04
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares29,470 from 29,470
Change0 (0%)
Value$347.2K (+$8.8K)
Filed 2026-10-27
StoneRidge PMG Advisors, LLC
NEW
Shares24,866
Change+24,866
Value$293
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares24,238
Change+24,238
Value$384
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares20,995
Change+20,995
Value$247.5K
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares20,762 from 20,394
Change+368 (+2%)
Value$244.6K (+$10.5K)
Filed 2026-11-03
Vise Technologies, Inc.
NEW
Shares20,633
Change+20,633
Value$243.1K
Filed 2026-10-29
Harbor Capital Advisors, Inc.
INCREASED
Shares19,309 from 18,580
Change+729 (+4%)
Value$227 (-$212.8K)
Filed 2026-10-22
Radnor Capital Management, LLC
NEW
Shares17,775
Change+17,775
Value$209.4K
Filed 2026-10-23
Strs Ohio
NEW
Shares17,200
Change+17,200
Value$202.6K
Filed 2026-10-30
Olympiad Research LP
INCREASED
Shares15,485 from 10,693
Change+4,792 (+45%)
Value$182.4K (+$59.7K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
INCREASED
Shares13,930 from 156
Change+13,774 (+8829%)
Value$164.1K (+$162.3K)
Filed 2026-10-29
Pictet Asset Management Holding SA
UNCHANGED
Shares12,994 from 12,994
Change0 (0%)
Value$153.1K (+$3.9K)
Filed 2026-11-03
Compound Planning, Inc.
NEW
Shares12,720
Change+12,720
Value$149.8K
Filed 2026-11-05
Verdence Capital Advisors LLC
NEW
Shares10,889
Change+10,889
Value$128.3K
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares6,129 from 6,129
Change0 (0%)
Value$72.2K (+$1.8K)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares5,733 from 201
Change+5,532 (+2752%)
Value$67.5K (+$65.2K)
Filed 2026-11-03
State of Wyoming
DECREASED
Shares5,036 from 5,382
Change-346 (-6%)
Value$59.3K (-$2.5K)
Filed 2026-10-28
Sterling Capital Management LLC
INCREASED
Shares2,410 from 256
Change+2,154 (+841%)
Value$28.4K (+$25.5K)
Filed 2026-10-22
Versant Capital Management, Inc
DECREASED
Shares2,233 from 8,604
Change-6,371 (-74%)
Value$26.3K (-$72.5K)
Filed 2026-10-02
Nisa Investment Advisors, LLC
DECREASED
Shares1,945 from 2,048
Change-103 (-5%)
Value$22.9K (-$599)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
NEW
Shares1,813
Change+1,813
Value$21
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares1,649 from 2,337
Change-688 (-29%)
Value$19.4K (-$7.4K)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares1,066 from 1,305
Change-239 (-18%)
Value$12.6K (-$2.4K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares844 from 304
Change+540 (+178%)
Value$9.9K (+$6.5K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares679 from 977
Change-298 (-30%)
Value$8.0K (-$3.2K)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares622 from 859
Change-237 (-28%)
Value$7.3K (-$2.5K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares574 from 597
Change-23 (-4%)
Value$6.8K (-$92)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares529 from 10
Change+519 (+5190%)
Value$6.2K (+$6.1K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares335 from 272
Change+63 (+23%)
Value$3.9K (+$825)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
NEW
Shares180
Change+180
Value$2.1K
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares179 from 39
Change+140 (+359%)
Value$2.1K (+$1.7K)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares129
Change+129
Value$1.5K
Filed 2026-10-21
Bfsg, LLC
NEW
Shares106
Change+106
Value$1.2K
Filed 2026-10-30
Private Wealth Management Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.2K (+$30)
Filed 2026-10-19
Noble Wealth Management PBC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.2K (+$30)
Filed 2026-10-01
US Bancorp \de\
DECREASED
Shares93 from 511
Change-418 (-82%)
Value$1.1K (-$4.8K)
Filed 2026-11-05
Essential Partners LLC
NEW
Shares89
Change+89
Value$1.0K
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$616 (+$16)
Filed 2026-10-30
Bell Investment Advisors, Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$531 (+$14)
Filed 2026-10-29
Bare Financial Services, Inc
DECREASED
Shares44 from 89
Change-45 (-51%)
Value$518 (-$504)
Filed 2026-11-04
Marquette Asset Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$519 (+$13)
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$412 (+$10)
Filed 2026-11-02
Covestor Ltd
DECREASED
Shares16 from 32
Change-16 (-50%)
Value$0 ($0)
Filed 2026-10-30
Creative Capital Management Investments LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$71 (+$2)
Filed 2026-10-28
Fortitude Family Office, LLC
NEW
Shares2
Change+2
Value$24
Filed 2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$24 (+$1)
Filed 2026-11-03
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$12
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
NEW
Shares1
Change+1
Value$12
Filed 2026-11-03
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$13 ($0)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$12 ($0)
Filed 2026-10-16
Herald Investment Management Ltd
CLOSED
Shares0 from 300,000
Change-300,000 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-05
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 48,583
Change-48,583 (-100%)
Value$0 (-$557.7K)
Filed 2026-10-16
Associated Banc-Corp
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$114.8K)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 1,475
Change-1,475 (-100%)
Value$0 (-$16.9K)
Filed 2026-11-04
Parkside Financial Bank & Trust
CLOSED
Shares0 from 869
Change-869 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-27
Avion Wealth
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 ($0)
Filed 2026-11-04
Blue Trust, Inc.
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$436)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$398)
Filed 2026-10-16
Navigoe, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-04
Hughes Financial Services, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$11)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$585)
Filed 2026-10-05
BlackRock, Inc.
N/A
Shares— from 6,236,152
Change-6,236,152 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,984,133
Change-4,984,133 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,132,404
Change-4,132,404 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,549,052
Change-3,549,052 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,173,883
Change-3,173,883 (-100%)
Value—
Tensile Capital Management LP
N/A
Shares— from 2,898,563
Change-2,898,563 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,528,044
Change-2,528,044 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,189,827
Change-2,189,827 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 2,128,372
Change-2,128,372 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,060,692
Change-2,060,692 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,024,166
Change-2,024,166 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,836,548
Change-1,836,548 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 1,664,099
Change-1,664,099 (-100%)
Value—
Divisar Capital Management LLC
N/A
Shares— from 1,640,895
Change-1,640,895 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,487,000
Change-1,487,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,483,311
Change-1,483,311 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,472,893
Change-1,472,893 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,310,400
Change-1,310,400 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,214,224
Change-1,214,224 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 1,186,812
Change-1,186,812 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,054,021
Change-1,054,021 (-100%)
Value—
Freshford Capital Management, LLC
N/A
Shares— from 1,047,293
Change-1,047,293 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 986,325
Change-986,325 (-100%)
Value—
Cypress Point Investment Management LP
N/A
Shares— from 952,212
Change-952,212 (-100%)
Value—
FMR LLC
N/A
Shares— from 913,732
Change-913,732 (-100%)
Value—
Barclays PLC
N/A
Shares— from 707,511
Change-707,511 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 707,349
Change-707,349 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 656,758
Change-656,758 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 630,000
Change-630,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 576,895
Change-576,895 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 568,797
Change-568,797 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 547,382
Change-547,382 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 532,115
Change-532,115 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 524,732
Change-524,732 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 465,544
Change-465,544 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 434,848
Change-434,848 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 393,508
Change-393,508 (-100%)
Value—
Gagnon Advisors, LLC
N/A
Shares— from 361,621
Change-361,621 (-100%)
Value—
ING Groep NV
N/A
Shares— from 320,000
Change-320,000 (-100%)
Value—
Pier Capital, LLC
N/A
Shares— from 316,071
Change-316,071 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 305,506
Change-305,506 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 295,811
Change-295,811 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 278,719
Change-278,719 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 263,474
Change-263,474 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 252,542
Change-252,542 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 224,387
Change-224,387 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 223,834
Change-223,834 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 190,027
Change-190,027 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 189,443
Change-189,443 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 189,413
Change-189,413 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 187,881
Change-187,881 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 174,826
Change-174,826 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 161,804
Change-161,804 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 151,968
Change-151,968 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 149,317
Change-149,317 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 148,300
Change-148,300 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 136,118
Change-136,118 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 133,962
Change-133,962 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 133,955
Change-133,955 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 127,927
Change-127,927 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 115,583
Change-115,583 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 115,082
Change-115,082 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 111,009
Change-111,009 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 110,150
Change-110,150 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 105,664
Change-105,664 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 99,862
Change-99,862 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 97,694
Change-97,694 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 88,318
Change-88,318 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 82,916
Change-82,916 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 81,665
Change-81,665 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 81,375
Change-81,375 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 78,274
Change-78,274 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 78,080
Change-78,080 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 70,631
Change-70,631 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 69,526
Change-69,526 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 66,064
Change-66,064 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 64,218
Change-64,218 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 62,576
Change-62,576 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 62,218
Change-62,218 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 59,200
Change-59,200 (-100%)
Value—
Varcov Co.
N/A
Shares— from 54,328
Change-54,328 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 51,716
Change-51,716 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 48,203
Change-48,203 (-100%)
Value—
Allstate Corp
N/A
Shares— from 47,636
Change-47,636 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 46,150
Change-46,150 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 42,200
Change-42,200 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 42,120
Change-42,120 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 41,235
Change-41,235 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 41,159
Change-41,159 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 39,700
Change-39,700 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 39,270
Change-39,270 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 38,949
Change-38,949 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 38,601
Change-38,601 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 37,027
Change-37,027 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 33,193
Change-33,193 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 31,349
Change-31,349 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,947
Change-29,947 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 28,346
Change-28,346 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 27,575
Change-27,575 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 26,902
Change-26,902 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 24,181
Change-24,181 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 23,705
Change-23,705 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 22,027
Change-22,027 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 20,920
Change-20,920 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,781
Change-20,781 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 19,527
Change-19,527 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 18,947
Change-18,947 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 17,968
Change-17,968 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 17,666
Change-17,666 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,560
Change-17,560 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,229
Change-17,229 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 16,785
Change-16,785 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 15,725
Change-15,725 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 15,047
Change-15,047 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 14,444
Change-14,444 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 11,970
Change-11,970 (-100%)
Value—
Summitry LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 10,664
Change-10,664 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 10,520
Change-10,520 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 10,218
Change-10,218 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Natixis
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 946
Change-946 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 823
Change-823 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 681
Change-681 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Quarry LP
N/A
Shares— from 575
Change-575 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 511
Change-511 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 489
Change-489 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 430
Change-430 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 165
Change-165 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 20
Change-20 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1
Change-1 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Legacy Advisors, LLC
INCREASED1,343,9051,343,838+670%$15.4M$15.8M+$403.9K2026-10-19
Gagnon Securities LLC
INCREASED1,045,187761,026+284,161+37%$8.7M$12.3M+$3.6M2026-11-05
Citigroup Inc
INCREASED976,094972,967+3,127+0%$11.2M$11.5M+$328.7K2026-11-04
Banque Pictet & CIE SA
DECREASED545,925547,975-2,0500%$6.3M$6.4M+$140.2K2026-10-16
Dimensional Fund Advisors LP
INCREASED263,266260,369+2,897+1%$3.0M$3.1M+$110.6K2026-11-04
Bank of New York Mellon Corp
DECREASED236,779262,982-26,203-10%$3.0M$2.8M-$229.8K2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED233,668303,502-69,834-23%$3.5M$2.8M-$731.6K2026-10-16
Brown Capital Management LLC
DECREASED124,022373,824-249,802-67%$4.3M$1.5M-$2.8M2026-10-27
Lazard Freres Gestion S.A.S.
UNCHANGED95,66095,66000%$1.1M$1.1K-$1.1M2026-11-03
Edmp, Inc.
NEW94,892—+94,892——$1.1M—2026-10-22
CenterBook Partners LP
INCREASED75,41921,118+54,301+257%$242.4K$888.4K+$646.0K2026-11-02
Creative Planning
INCREASED73,38262,232+11,150+18%$714.4K$864.4K+$150.0K2026-11-02
Inspire Investing, LLC
NEW55,135—+55,135——$649.5K—2026-10-22
Virginia Retirement Systems ET Al
UNCHANGED40,80040,80000%$468.4K$480.6K+$12.2K2026-10-28
Chicago Capital, LLC
INCREASED40,39425,528+14,866+58%$293.1K$475.8K+$182.8K2026-10-13
Bank Pictet & Cie (Europe) AG
INCREASED37,85031,350+6,500+21%$359.9K$445.9K+$86.0K2026-10-20
Kornitzer Capital Management Inc
DECREASED35,708266,439-230,731-87%$3.1M$420.6K-$2.6M2026-11-03
Fulcrum Asset Management LLP
INCREASED34,1731,967+32,206+1637%$22.4K$381.0K+$358.6K2026-11-04
Sterling Investment Advisors, Ltd.
UNCHANGED29,47029,47000%$338.3K$347.2K+$8.8K2026-10-27
StoneRidge PMG Advisors, LLC
NEW24,866—+24,866——$293—2026-11-04
M Holdings Securities, Inc.
NEW24,238—+24,238——$384—2026-11-03
Achmea Investment Management B.V.
NEW20,995—+20,995——$247.5K—2026-10-30
Arizona State Retirement System
INCREASED20,76220,394+368+2%$234.1K$244.6K+$10.5K2026-11-03
Vise Technologies, Inc.
NEW20,633—+20,633——$243.1K—2026-10-29
Harbor Capital Advisors, Inc.
INCREASED19,30918,580+729+4%$213.0K$227-$212.8K2026-10-22
Radnor Capital Management, LLC
NEW17,775—+17,775——$209.4K—2026-10-23
Strs Ohio
NEW17,200—+17,200——$202.6K—2026-10-30
Olympiad Research LP
INCREASED15,48510,693+4,792+45%$122.8K$182.4K+$59.7K2026-11-04
Caitong International Asset Management Co., Ltd
INCREASED13,930156+13,774+8829%$1.8K$164.1K+$162.3K2026-10-29
Pictet Asset Management Holding SA
UNCHANGED12,99412,99400%$149.2K$153.1K+$3.9K2026-11-03
Compound Planning, Inc.
NEW12,720—+12,720——$149.8K—2026-11-05
Verdence Capital Advisors LLC
NEW10,889—+10,889——$128.3K—2026-10-26
Fairman Group, LLC
UNCHANGED6,1296,12900%$70.4K$72.2K+$1.8K2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED5,733201+5,532+2752%$2.3K$67.5K+$65.2K2026-11-03
State of Wyoming
DECREASED5,0365,382-346-6%$61.8K$59.3K-$2.5K2026-10-28
Sterling Capital Management LLC
INCREASED2,410256+2,154+841%$2.9K$28.4K+$25.5K2026-10-22
Versant Capital Management, Inc
DECREASED2,2338,604-6,371-74%$98.8K$26.3K-$72.5K2026-10-02
Nisa Investment Advisors, LLC
DECREASED1,9452,048-103-5%$23.5K$22.9K-$5992026-10-20
DekaBank Deutsche Girozentrale
NEW1,813—+1,813——$21—2026-10-27
Parallel Advisors, LLC
DECREASED1,6492,337-688-29%$26.8K$19.4K-$7.4K2026-11-03
Gamma Investing LLC
DECREASED1,0661,305-239-18%$15.0K$12.6K-$2.4K2026-10-08
Farther Finance Advisors, LLC
INCREASED844304+540+178%$3.5K$9.9K+$6.5K2026-10-08
Fifth Third Bancorp
DECREASED679977-298-30%$11.2K$8.0K-$3.2K2026-11-05
Signaturefd, LLC
DECREASED622859-237-28%$9.9K$7.3K-$2.5K2026-10-23
Larson Financial Group LLC
DECREASED574597-23-4%$6.9K$6.8K-$922026-11-05
SJS Investment Consulting Inc.
INCREASED52910+519+5190%$115$6.2K+$6.1K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED335272+63+23%$3.1K$3.9K+$8252026-11-04
Owl Creek Wealth Partners LLC
NEW180—+180——$2.1K—2026-10-20
SBI Securities Co., Ltd.
INCREASED17939+140+359%$448$2.1K+$1.7K2026-10-22
Root Financial Partners, LLC
NEW129—+129——$1.5K—2026-10-21
Bfsg, LLC
NEW106—+106——$1.2K—2026-10-30
Private Wealth Management Group, LLC
UNCHANGED10010000%$1.1K$1.2K+$302026-10-19
Noble Wealth Management PBC
UNCHANGED10010000%$1.1K$1.2K+$302026-10-01
US Bancorp \de\
DECREASED93511-418-82%$5.9K$1.1K-$4.8K2026-11-05
Essential Partners LLC
NEW89—+89——$1.0K—2026-10-14
Spire Wealth Management
UNCHANGED525200%$600$616+$162026-10-30
Bell Investment Advisors, Inc
UNCHANGED454500%$517$531+$142026-10-29
Bare Financial Services, Inc
DECREASED4489-45-51%$1.0K$518-$5042026-11-04
Marquette Asset Management, LLC
UNCHANGED444400%$506$519+$132026-10-09
Key FInancial Inc
UNCHANGED353500%$402$412+$102026-11-02
Covestor Ltd
DECREASED1632-16-50%$0$0$02026-10-30
Creative Capital Management Investments LLC
UNCHANGED6600%$69$71+$22026-10-28
Fortitude Family Office, LLC
NEW2—+2——$24—2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED2200%$0$0$02026-10-27
JFS Wealth Advisors, LLC
UNCHANGED2200%$23$24+$12026-11-03
Signature Resources Capital Management, LLC
NEW1—+1——$12—2026-10-16
Bay Harbor Wealth Management, LLC
NEW1—+1——$12—2026-11-03
DecisionPoint Financial, LLC
UNCHANGED1100%$13$13$02026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED1100%$12$12$02026-10-16
Herald Investment Management Ltd
CLOSED0300,000-300,000-100%$3.4M$0-$3.4M2026-10-05
Counterpoint Mutual Funds LLC
CLOSED048,583-48,583-100%$557.7K$0-$557.7K2026-10-16
Associated Banc-Corp
CLOSED010,000-10,000-100%$114.8K$0-$114.8K2026-10-30
Simplex Trading, LLC
CLOSED01,475-1,475-100%$16.9K$0-$16.9K2026-11-04
Parkside Financial Bank & Trust
CLOSED0869-869-100%$10.0K$0-$10.0K2026-10-27
Avion Wealth
CLOSED044-44-100%$0$0$02026-11-04
Blue Trust, Inc.
CLOSED038-38-100%$436$0-$4362026-10-15
Cornerstone Planning Group LLC
CLOSED036-36-100%$398$0-$3982026-10-16
Navigoe, LLC
CLOSED02-2-100%$0$0$02026-11-04
Hughes Financial Services, LLC
CLOSED01-1-100%$11$0-$112026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED051-51-100%$585$0-$5852026-10-05
BlackRock, Inc.
N/A—6,236,152-6,236,152-100%$71.6M———
Vanguard Portfolio Management LLC
N/A—4,984,133-4,984,133-100%$57.2M———
Morgan Stanley
N/A—4,132,404-4,132,404-100%$47.4M———
Brown Advisory Inc
N/A—3,549,052-3,549,052-100%$40.7M———
Vanguard Capital Management LLC
N/A—3,173,883-3,173,883-100%$36.4M———
Tensile Capital Management LP
N/A—2,898,563-2,898,563-100%$33.3M———
JPMorgan Chase & Co
N/A—2,528,044-2,528,044-100%$28.8M———
D. E. Shaw & Co., Inc.
N/A—2,189,827-2,189,827-100%$25.1M———
William Blair Investment Management, LLC
N/A—2,128,372-2,128,372-100%$24.4M———
State Street Corp
N/A—2,060,692-2,060,692-100%$23.6M———
UBS Group AG
N/A—2,024,166-2,024,166-100%$23.2M———
Geode Capital Management, LLC
N/A—1,836,548-1,836,548-100%$21.1M———
Nomura Holdings Inc
N/A—1,664,099-1,664,099-100%$19.1M———
Divisar Capital Management LLC
N/A—1,640,895-1,640,895-100%$18.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,487,000-1,487,000-100%$17.1M———
Goldman Sachs Group Inc
N/A—1,483,311-1,483,311-100%$17.0M———
Arrowstreet Capital, Limited Partnership
N/A—1,472,893-1,472,893-100%$16.9M———
Norges Bank
N/A—1,310,400-1,310,400-100%$15.0M———
Marshall Wace, LLP
N/A—1,214,224-1,214,224-100%$13.9M———
Geneva Capital Management LLC
N/A—1,186,812-1,186,812-100%$13.6M———
CIBC Bancorp USA Inc.
N/A—1,054,021-1,054,021-100%$12.1M———
Freshford Capital Management, LLC
N/A—1,047,293-1,047,293-100%$12.0M———
Bank of America Corp
N/A—986,325-986,325-100%$11.3M———
Cypress Point Investment Management LP
N/A—952,212-952,212-100%$10.9M———
FMR LLC
N/A—913,732-913,732-100%$10.5M———
Barclays PLC
N/A—707,511-707,511-100%$8.1M———
Northern Trust Corp
N/A—707,349-707,349-100%$8.1M———
Qube Research & Technologies Ltd
N/A—656,758-656,758-100%$7.5M———
Hyperion Capital Advisors LP
N/A—630,000-630,000-100%$7.2M———
Citadel Advisors LLC
N/A—576,895-576,895-100%$6.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—568,797-568,797-100%$6.5M———
Palisade Capital Management, LP
N/A—547,382-547,382-100%$6.3M———
Charles Schwab Investment Management Inc
N/A—532,115-532,115-100%$6.1M———
Vanguard Fiduciary Trust Co
N/A—524,732-524,732-100%$6.0M———
Jane Street Group, LLC
N/A—465,544-465,544-100%$5.3M———
New York State Common Retirement Fund
N/A—434,848-434,848-100%$5.0M———
Voleon Capital Management LP
N/A—393,508-393,508-100%$4.5M———
Gagnon Advisors, LLC
N/A—361,621-361,621-100%$4.2M———
ING Groep NV
N/A—320,000-320,000-100%$3.7M———
Pier Capital, LLC
N/A—316,071-316,071-100%$3.6M———
Two Sigma Investments, LP
N/A—305,506-305,506-100%$3.5M———
Quantinno Capital Management LP
N/A—295,811-295,811-100%$3.4M———
Tudor Investment Corp ET AL
N/A—278,719-278,719-100%$3.2M———
Saba Capital Management, L.P.A
N/A—263,474-263,474-100%$3.0M———
North Star Asset Management Inc
N/A—252,542-252,542-100%$2.9M———
Ameriprise Financial Inc
N/A—224,387-224,387-100%$2.6M———
BNP Paribas Financial Markets
N/A—223,834-223,834-100%$2.6M———
Allianz Asset Management GmbH
N/A—190,027-190,027-100%$2.2M———
Kennedy Capital Management LLC
N/A—189,443-189,443-100%$2.2M———
HSBC Holdings PLC
N/A—189,413-189,413-100%$2.2M———
XTX Topco Ltd
N/A—187,881-187,881-100%$2.2M———
Banco Santander, S.A.
N/A—174,826-174,826-100%$2.0M———
Nuveen, LLC
N/A—161,804-161,804-100%$1.9M———
Trexquant Investment LP
N/A—151,968-151,968-100%$1.7M———
AQR Capital Management LLC
N/A—149,317-149,317-100%$1.7M———
Swiss National Bank
N/A—148,300-148,300-100%$1.7M———
Whetstone Capital Advisors, LLC
N/A—136,118-136,118-100%$1.6M———
SEI Investments Co
N/A—133,962-133,962-100%$1.5M———
Susquehanna International Group, LLP
N/A—133,955-133,955-100%$1.5M———
Mizuho Markets Americas LLC
N/A—127,927-127,927-100%$1.5M———
Millennium Management LLC
N/A—115,583-115,583-100%$1.3M———
UBS Asset Management Americas LLC
N/A—115,082-115,082-100%$1.3M———
Acadian Asset Management LLC
N/A—111,009-111,009-100%$1.3M———
Palogic Value Management, L.P.
N/A—110,150-110,150-100%$1.3M———
Price T Rowe Associates Inc
N/A—105,664-105,664-100%$1.2M———
Rhumbline Advisers
N/A—99,862-99,862-100%$1.1M———
Fred Alger Management, LLC
N/A—97,694-97,694-100%$1.1M———
Engineers Gate Manager LP
N/A—88,318-88,318-100%$1.0M———
California State Teachers Retirement System
N/A—82,916-82,916-100%$951.9K———
Squarepoint Ops LLC
N/A—81,665-81,665-100%$937.5K———
Invesco Ltd.
N/A—81,375-81,375-100%$934.2K———
Deutsche Bank Ag\
N/A—78,274-78,274-100%$898.6K———
Campbell & Co Investment Adviser LLC
N/A—78,080-78,080-100%$896.4K———
Alliancebernstein L.P.
N/A—70,631-70,631-100%$839.8K———
Wells Fargo & Company
N/A—69,526-69,526-100%$798.2K———
Envestnet Asset Management Inc
N/A—66,064-66,064-100%$758.4K———
Legal & General Group Plc
N/A—64,218-64,218-100%$737.2K———
State of Wisconsin Investment Board
N/A—62,576-62,576-100%$718.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—62,218-62,218-100%$714.0K———
Sculptor Capital LP
N/A—59,200-59,200-100%$679.6K———
Varcov Co.
N/A—54,328-54,328-100%$623.7K———
Victory Capital Management Inc
N/A—51,716-51,716-100%$593.7K———
Vanguard Asset Management, Ltd
N/A—48,203-48,203-100%$553.4K———
Allstate Corp
N/A—47,636-47,636-100%$546.9K———
Twinbeech Capital LP
N/A—46,150-46,150-100%$529.8K———
CIBC World Market Inc.
N/A—42,200-42,200-100%$484.5K———
MetLife Investment Management, LLC
N/A—42,120-42,120-100%$483.5K———
Lazard Asset Management LLC
N/A—41,235-41,235-100%$473.4K———
Caption Management, LLC
N/A—41,159-41,159-100%$472.5K———
Renaissance Technologies LLC
N/A—39,700-39,700-100%$455.8K———
Dark Forest Capital Management LP
N/A—39,270-39,270-100%$450.8K———
Magnetar Financial LLC
N/A—38,949-38,949-100%$447.1K———
Franklin Resources Inc
N/A—38,601-38,601-100%$443.1K———
Jupiter Topco LLC
N/A—37,027-37,027-100%$424.9K———
LOS Angeles Capital Management LLC
N/A—33,193-33,193-100%$381.1K———
Manufacturers Life Insurance Company, the
N/A—31,349-31,349-100%$359.9K———
Dkrt Investments Corp.
N/A—30,000-30,000-100%$344.4K———
Cetera Investment Advisers
N/A—29,947-29,947-100%$343.8K———
Handelsbanken Fonder AB
N/A—28,500-28,500-100%$327———
Vanguard Global Advisers, LLC
N/A—28,346-28,346-100%$325.4K———
Headlands Technologies LLC
N/A—27,575-27,575-100%$316.6K———
Mirabella Financial Services LLP
N/A—26,902-26,902-100%$308.8K———
Aquatic Capital Management LLC
N/A—24,181-24,181-100%$277.6K———
Russell Investments Group, Ltd.
N/A—23,705-23,705-100%$272.1K———
Police & Firemen's Retirement System of New Jersey
N/A—22,027-22,027-100%$252.9K———
Quadrature Capital Ltd
N/A—20,920-20,920-100%$240.2K———
Mercer Global Advisors Inc
N/A—20,781-20,781-100%$238.6K———
Intech Investment Management LLC
N/A—19,527-19,527-100%$224.2K———
Stoneridge Investment Partners LLC
N/A—18,947-18,947-100%$245———
Vanguard Investments Australia, Ltd.
N/A—17,968-17,968-100%$206.3K———
Woodline Partners LP
N/A—17,666-17,666-100%$202.8K———
Pathstone Holdings, LLC
N/A—17,560-17,560-100%$201.6K———
Two Sigma Securities, LLC
N/A—17,229-17,229-100%$197.8K———
Meridian Wealth Partners, LLC
N/A—16,785-16,785-100%$192.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—16,705-16,705-100%$191.8K———
Glenmede Trust Co NA
N/A—16,578-16,578-100%$190.3K———
Capstone Investment Advisors, LLC
N/A—15,725-15,725-100%$180.5K———
KLP Kapitalforvaltning AS
N/A—15,700-15,700-100%$180.2K———
American Century Companies Inc
N/A—15,047-15,047-100%$172.7K———
Voya Investment Management LLC
N/A—14,597-14,597-100%$167.6K———
AXQ Capital, LP
N/A—14,444-14,444-100%$165.8K———
Vanguard Personalized Indexing Management, LLC
N/A—13,319-13,319-100%$152.9K———
Prudential Financial Inc
N/A—11,970-11,970-100%$137.4K———
Summitry LLC
N/A—11,456-11,456-100%$131.5K———
Prelude Capital Management, LLC
N/A—10,664-10,664-100%$122.4K———
Savant Capital, LLC
N/A—10,520-10,520-100%$120.9K———
Federated Hermes, Inc.
N/A—10,218-10,218-100%$117.3K———
LPL Financial LLC
N/A—10,039-10,039-100%$115.2K———
Canada Life Assurance Co
N/A—7,311-7,311-100%$84.0K———
Tower Research Capital LLC (TRC)
N/A—7,135-7,135-100%$81.9K———
Natixis
N/A—7,000-7,000-100%$80.4K———
Ameritas Investment Partners, Inc.
N/A—6,609-6,609-100%$75.9K———
Public Employees Retirement Association of Colorado
N/A—6,386-6,386-100%$73.0K———
Palladiem, LLC
N/A—4,370-4,370-100%$50.2K———
Bessemer Group Inc
N/A—4,004-4,004-100%$47———
Advisors Asset Management, Inc.
N/A—3,198-3,198-100%$36.7K———
Royal Bank of Canada
N/A—2,579-2,579-100%$29.0K———
Whittier Trust Co
N/A—2,264-2,264-100%$29.1K———
Federation des caisses Desjardins du Quebec
N/A—2,190-2,190-100%$25.1K———
Allworth Financial LP
N/A—1,548-1,548-100%$17.8K———
Global Retirement Partners, LLC
N/A—1,521-1,521-100%$17.5K———
Huntington National Bank
N/A—1,406-1,406-100%$16.1K———
BNP Paribas Asset Management Holding S.A.
N/A—1,046-1,046-100%$12.0K———
Nykredit A/S
N/A—946-946-100%$10.9K———
Rockefeller Capital Management L.P.
N/A—823-823-100%$9.4K———
Arax Advisory Partners
N/A—681-681-100%$7.8K———
PNC Financial Services Group, Inc.
N/A—622-622-100%$7.1K———
Quarry LP
N/A—575-575-100%$6.6K———
Whittier Trust Co of Nevada Inc
N/A—511-511-100%$6.8K———
Osaic Holdings, Inc.
N/A—489-489-100%$5.6K———
Jones Financial Companies Lllp
N/A—430-430-100%$4.9K———
Optiver Holding B.V.
N/A—199-199-100%$2.3K———
Rothschild Investment LLC
N/A—198-198-100%$2.3K———
Bogart Wealth, LLC
N/A—170-170-100%$2.0K———
Zions Bancorporation, National Association
N/A—165-165-100%$1.9K———
Ameritas Advisory Services, LLC
N/A—70-70-100%$804———
Clearstead Advisors, LLC
N/A—23-23-100%$265———
CVA Family Office, LLC
N/A—22-22-100%$253———
Elequin Capital, LP
N/A—20-20-100%$230———
Transamerica Financial Advisors, LLC
N/A—17-17-100%$195———
Medallion Wealth Advisors, LLC
N/A—7-7-100%$80———
HFM Investment Advisors, LLC
N/A—3-3-100%$35———
Keating Financial Advisory Services, Inc.
N/A—2-2-100%$23———
National Bank of Canada
N/A—1-1-100%$11———
Fiduciary Financial Advisors
N/A—1-1-100%$11———
LRI Investments, LLC
N/A—1-1-100%$11———
Showing 246 of 246 institutions