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Victory Capital Holding (VCTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bahl & Gaynor LLC
INCREASED
Shares3,100,986 from 3,044,278
Change+56,708 (+2%)
Value$343.0M (+$87.1M)
Filed 2026-11-05
Amundi
INCREASED
Shares2,964,010 from 2,960,024
Change+3,986 (+0%)
Value$327.8M (+$79.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares1,517,275 from 1,893,368
Change-376,093 (-20%)
Value$167.8M (+$8.7M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares1,383,213 from 1,197,499
Change+185,714 (+16%)
Value$153.0M (+$52.3M)
Filed 2026-11-06
Van Berkom & Associates Inc.
DECREASED
Shares898,526 from 1,224,567
Change-326,041 (-27%)
Value$99.4K (-$102.8M)
Filed 2026-11-04
LSV Asset Management
DECREASED
Shares590,700 from 634,200
Change-43,500 (-7%)
Value$65.3K (-$53.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares505,914 from 500,061
Change+5,853 (+1%)
Value$56.0M (+$13.9M)
Filed 2026-11-05
Annex Advisory Services, LLC
DECREASED
Shares466,622 from 581,984
Change-115,362 (-20%)
Value$51.6M (+$2.7M)
Filed 2026-10-16
TimesSquare Capital Management, LLC
DECREASED
Shares281,405 from 443,189
Change-161,784 (-36%)
Value$31.1M (-$6.1M)
Filed 2026-11-03
Principal Financial Group Inc
INCREASED
Shares235,714 from 224,300
Change+11,414 (+5%)
Value$26.1M (+$7.2M)
Filed 2026-11-02
Assenagon Asset Management S.A.
NEW
Shares157,583
Change+157,583
Value$17.4M
Filed 2026-10-15
Barclays PLC
INCREASED
Shares157,163 from 146,701
Change+10,462 (+7%)
Value$17.4M (+$5.1M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares154,739 from 132,938
Change+21,801 (+16%)
Value$17.1M (+$5.9M)
Filed 2026-11-02
Swedbank AB
DECREASED
Shares153,000 from 250,000
Change-97,000 (-39%)
Value$16.9M (-$4.1M)
Filed 2026-10-27
Fulcrum Asset Management LLP
INCREASED
Shares127,265 from 19,660
Change+107,605 (+547%)
Value$14.1M (+$12.4M)
Filed 2026-11-04
Kendall Capital Management
DECREASED
Shares84,082 from 87,077
Change-2,995 (-3%)
Value$9.3M (+$2.0M)
Filed 2026-10-23
Moody National Bank Trust Division
DECREASED
Shares77,857 from 83,557
Change-5,700 (-7%)
Value$8.6M (+$1.6M)
Filed 2026-10-06
Argent Capital Management LLC
DECREASED
Shares77,782 from 101,690
Change-23,908 (-24%)
Value$8.6M (+$54.6K)
Filed 2026-10-05
Savant Capital, LLC
DECREASED
Shares73,826 from 78,456
Change-4,630 (-6%)
Value$8.2M (+$2.3M)
Filed 2026-11-06
Pembroke Management, LTD
DECREASED
Shares60,321 from 80,712
Change-20,391 (-25%)
Value$6.7M (-$113.1K)
Filed 2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
UNCHANGED
Shares56,100 from 56,100
Change0 (0%)
Value$6.2M (+$1.5M)
Filed 2026-10-21
Evanson Financial, LLC
NEW
Shares52,086
Change+52,086
Value$5.8M
Filed 2026-10-23
Huntleigh Advisors, Inc.
INCREASED
Shares50,654 from 48,483
Change+2,171 (+4%)
Value$5.6M (+$1.5M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares50,642 from 1,463
Change+49,179 (+3362%)
Value$5.6M (+$5.5M)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares42,390 from 30,386
Change+12,004 (+40%)
Value$4.7K (-$2.5M)
Filed 2026-11-05
Alps Advisors Inc
DECREASED
Shares42,345 from 68,068
Change-25,723 (-38%)
Value$4.7M (-$1.0M)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares42,104 from 44,927
Change-2,823 (-6%)
Value$4.7M (+$880.1K)
Filed 2026-11-06
Stackstone Wealth, LLC
NEW
Shares38,972
Change+38,972
Value$4.3M
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares33,643 from 27,137
Change+6,506 (+24%)
Value$3.7M (+$1.4M)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares33,513 from 36,434
Change-2,921 (-8%)
Value$3.7M (+$643.9K)
Filed 2026-10-14
Moran Wealth Management, LLC
DECREASED
Shares29,012 from 29,552
Change-540 (-2%)
Value$3.2M (+$724.6K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares28,159 from 22,574
Change+5,585 (+25%)
Value$3.1M (+$1.2M)
Filed 2026-11-06
Inspire Investing, LLC
NEW
Shares27,144
Change+27,144
Value$3.0M
Filed 2026-10-22
Virginia Retirement Systems ET Al
INCREASED
Shares25,900 from 6,700
Change+19,200 (+287%)
Value$2.9M (+$2.3M)
Filed 2026-10-28
Illinois Municipal Retirement Fund
INCREASED
Shares25,053 from 24,108
Change+945 (+4%)
Value$2.8M (+$744.3K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares21,516 from 21,566
Change-50 (0%)
Value$2.4M (+$566.8K)
Filed 2026-11-05
Louisiana State Employees Retirement System
INCREASED
Shares21,000 from 20,300
Change+700 (+3%)
Value$2.3M (+$616.2K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares20,992 from 21,102
Change-110 (-1%)
Value$2.3M (+$547.9K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares19,400 from 7,300
Change+12,100 (+166%)
Value$2.1M (+$1.5M)
Filed 2026-10-30
Fisher Asset Management, LLC
DECREASED
Shares19,356 from 24,385
Change-5,029 (-21%)
Value$2.1M (+$91.0K)
Filed 2026-11-06
Wedge Capital Management L L P
INCREASED
Shares19,051 from 17,036
Change+2,015 (+12%)
Value$2.1M (+$675.0K)
Filed 2026-10-13
New York State Teachers Retirement System
DECREASED
Shares16,389 from 16,688
Change-299 (-2%)
Value$1.8K (-$1.4M)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares16,353 from 15,166
Change+1,187 (+8%)
Value$1.8M (+$533.8K)
Filed 2026-10-16
GS Investments, Inc.
UNCHANGED
Shares15,600 from 15,600
Change0 (0%)
Value$1.7M (+$414.0K)
Filed 2026-11-05
Novem Group
DECREASED
Shares13,638 from 14,282
Change-644 (-5%)
Value$1.5M (+$307.7K)
Filed 2026-10-19
State of New Jersey Common Pension Fund D
UNCHANGED
Shares13,102 from 13,102
Change0 (0%)
Value$1.4M (+$347.7K)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares12,879 from 12,392
Change+487 (+4%)
Value$1.4M (+$382.7K)
Filed 2026-10-22
Amalgamated Bank
INCREASED
Shares12,589 from 12,343
Change+246 (+2%)
Value$1.4K (-$1.0M)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares12,533 from 11,675
Change+858 (+7%)
Value$1.4M (+$404.8K)
Filed 2026-11-05
Point Nemo Capital, LLC
NEW
Shares12,254
Change+12,254
Value$1.4M
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares11,923 from 15,553
Change-3,630 (-23%)
Value$1.3M (+$11.3K)
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares11,889 from 11,237
Change+652 (+6%)
Value$1.3M (+$370.3K)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED
Shares11,778 from 15,792
Change-4,014 (-25%)
Value$1.3M (-$24.8K)
Filed 2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares11,594 from 10,973
Change+621 (+6%)
Value$1.3M (+$359.9K)
Filed 2026-11-03
Sendero Wealth Management, LLC
DECREASED
Shares11,404 from 17,466
Change-6,062 (-35%)
Value$1.3M (-$206.9K)
Filed 2026-10-14
Oregon Public Employees Retirement Fund
INCREASED
Shares11,059 from 10,502
Change+557 (+5%)
Value$1.2M (+$340.3K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares10,981 from 6,730
Change+4,251 (+63%)
Value$1.2M (+$648.8K)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares10,410 from 18,295
Change-7,885 (-43%)
Value$1.2K (-$1.5M)
Filed 2026-10-15
Hanseatic Management Services Inc
NEW
Shares9,497
Change+9,497
Value$1.1M
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares9,238 from 9,240
Change-2 (0%)
Value$1.0M (+$245.0K)
Filed 2026-11-06
Natixis
NEW
Shares9,000
Change+9,000
Value$995.4K
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,963 from 3,593
Change+4,370 (+122%)
Value$881 (-$301.1K)
Filed 2026-11-02
Greenwood Capital Associates LLC
DECREASED
Shares7,082 from 7,411
Change-329 (-4%)
Value$783.3K (+$160.3K)
Filed 2026-10-27
Zions Bancorporation, National Association
INCREASED
Shares6,819 from 6,628
Change+191 (+3%)
Value$754.2K (+$197.0K)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares6,262 from 6,654
Change-392 (-6%)
Value$692.6K (+$133.2K)
Filed 2026-11-03
Kaizen Financial Strategies
DECREASED
Shares6,010 from 6,060
Change-50 (-1%)
Value$664.7K (+$145.2K)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares6,004 from 65,661
Change-59,657 (-91%)
Value$664.0K (-$4.9M)
Filed 2026-11-04
ProShare Advisors LLC
DECREASED
Shares5,975 from 6,180
Change-205 (-3%)
Value$660.8K (+$141.3K)
Filed 2026-10-29
Jackson Creek Investment Advisors LLC
DECREASED
Shares5,739 from 5,760
Change-21 (0%)
Value$635 (+$65)
Filed 2026-11-04
Mutual of America Capital Management LLC
INCREASED
Shares5,614 from 5,300
Change+314 (+6%)
Value$620.9K (+$175.4K)
Filed 2026-10-23
Evergreen Capital Management LLC
UNCHANGED
Shares5,242 from 5,242
Change0 (0%)
Value$579.8K (+$139.1K)
Filed 2026-10-23
Dagco, Inc.
INCREASED
Shares5,181 from 5,157
Change+24 (+0%)
Value$573.0K (+$139.5K)
Filed 2026-10-20
Integrity Alliance, Llc.
NEW
Shares5,096
Change+5,096
Value$563.6K
Filed 2026-10-29
PUREfi Wealth, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$553.0K (+$132.7K)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares4,962
Change+4,962
Value$548.8K
Filed 2026-11-04
Achmea Investment Management B.V.
NEW
Shares4,700
Change+4,700
Value$520.2K
Filed 2026-10-30
Swiss Life Asset Management Ltd
DECREASED
Shares4,544 from 4,890
Change-346 (-7%)
Value$502.6K (+$91.5K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,503 from 3,714
Change+789 (+21%)
Value$503.2K (+$184.8K)
Filed 2026-11-04
Xponance LLC
DECREASED
Shares4,171 from 4,318
Change-147 (-3%)
Value$461.3K (+$98.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,097
Change+4,097
Value$457.8K
Filed 2026-10-13
Yorktown Management & Research Co Inc
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$447.9K (+$107.5K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares3,456 from 3,229
Change+227 (+7%)
Value$382.3K (+$110.8K)
Filed 2026-11-02
Planned Solutions, Inc.
DECREASED
Shares3,391 from 3,546
Change-155 (-4%)
Value$375.0K (+$77.0K)
Filed 2026-10-19
Glenview Trust Co
DECREASED
Shares3,381 from 3,607
Change-226 (-6%)
Value$373.9K (+$70.7K)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED
Shares3,360 from 2,505
Change+855 (+34%)
Value$371.6K (+$161.0K)
Filed 2026-11-05
Hohimer Wealth Management, LLC
INCREASED
Shares3,340 from 3,300
Change+40 (+1%)
Value$369.4K (+$92.0K)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares3,262 from 3,443
Change-181 (-5%)
Value$360.8K (+$71.4K)
Filed 2026-11-06
CoreCap Advisors, LLC
NEW
Shares3,208
Change+3,208
Value$354.8K
Filed 2026-10-08
WBI Investments, LLC
DECREASED
Shares3,136 from 10,724
Change-7,588 (-71%)
Value$346.8K (-$554.6K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares3,109 from 3,059
Change+50 (+2%)
Value$344 (-$256.7K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares3,053 from 3,190
Change-137 (-4%)
Value$337.7K (+$69.5K)
Filed 2026-10-26
CIBC Asset Management Inc
INCREASED
Shares3,014 from 2,992
Change+22 (+1%)
Value$333.3K (+$81.8K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares2,949 from 2,949
Change0 (0%)
Value$320.3K (+$56.6K)
Filed 2026-10-28
Paragon Capital Management Ltd
DECREASED
Shares2,902 from 2,922
Change-20 (-1%)
Value$321.0K (+$75.4K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares2,840 from 2,935
Change-95 (-3%)
Value$314.1K (+$67.5K)
Filed 2026-10-08
State of Wyoming
NEW
Shares2,807
Change+2,807
Value$310.5K
Filed 2026-10-28
Vise Technologies, Inc.
NEW
Shares2,754
Change+2,754
Value$304.6K
Filed 2026-10-29
Fort Washington Investment Advisors Inc
UNCHANGED
Shares2,710 from 2,710
Change0 (0%)
Value$299.7K (+$71.9K)
Filed 2026-10-15
ANB Bank
NEW
Shares2,605
Change+2,605
Value$288.1K
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares2,502 from 2,984
Change-482 (-16%)
Value$276.8K (+$25.9K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares2,476 from 2,571
Change-95 (-4%)
Value$273.9K (+$57.7K)
Filed 2026-10-23
City Center Advisors, LLC
DECREASED
Shares2,407 from 2,793
Change-386 (-14%)
Value$266.2K (+$31.4K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares2,146 from 772
Change+1,374 (+178%)
Value$237.3K (+$172.5K)
Filed 2026-10-20
Profund Advisors LLC
DECREASED
Shares2,136 from 2,382
Change-246 (-10%)
Value$236.2K (+$36.0K)
Filed 2026-10-29
R Squared Ltd
NEW
Shares2,095
Change+2,095
Value$231.7K
Filed 2026-11-06
Baron Wealth Management LLC
NEW
Shares2,079
Change+2,079
Value$229.9K
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
NEW
Shares2,069
Change+2,069
Value$228.8K
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
NEW
Shares1,933
Change+1,933
Value$213.8K
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares1,908 from 2,537
Change-629 (-25%)
Value$211.0K (-$2.2K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares1,863
Change+1,863
Value$210.4K
Filed 2026-11-03
Wedbush Securities Inc
NEW
Shares1,828
Change+1,828
Value$202
Filed 2026-10-22
Procyon Advisors, LLC
NEW
Shares1,818
Change+1,818
Value$201.1K
Filed 2026-10-21
Harbor Capital Advisors, Inc.
INCREASED
Shares1,729 from 411
Change+1,318 (+321%)
Value$191 (+$156)
Filed 2026-10-22
Nykredit A/S
INCREASED
Shares1,708 from 314
Change+1,394 (+444%)
Value$188.9K (+$162.5K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares1,690 from 985
Change+705 (+72%)
Value$186.9K (+$104.1K)
Filed 2026-10-23
KBC Group NV
INCREASED
Shares1,686 from 1,252
Change+434 (+35%)
Value$186 (-$104.8K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares1,421 from 1,107
Change+314 (+28%)
Value$157.2K (+$64.1K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares1,227 from 1,049
Change+178 (+17%)
Value$135.7K (+$47.5K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares1,025 from 647
Change+378 (+58%)
Value$113.4K (+$59.0K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
NEW
Shares1,000
Change+1,000
Value$111.7K
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares759 from 739
Change+20 (+3%)
Value$83.9K (+$21.8K)
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares729 from 610
Change+119 (+20%)
Value$81 (-$50.9K)
Filed 2026-10-30
Blue Trust, Inc.
DECREASED
Shares703 from 832
Change-129 (-15%)
Value$77.8K (+$7.8K)
Filed 2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares692
Change+692
Value$77
Filed 2026-10-22
Versant Capital Management, Inc
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$76.0K (+$18.2K)
Filed 2026-10-02
USA Financial Formulas
NEW
Shares673
Change+673
Value$74.4K
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares666 from 359
Change+307 (+86%)
Value$73.7K (+$43.5K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares631 from 640
Change-9 (-1%)
Value$69.8K (+$16.0K)
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares570 from 686
Change-116 (-17%)
Value$63.0K (+$5.4K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED
Shares517 from 617
Change-100 (-16%)
Value$57.2K (+$5.3K)
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares481 from 468
Change+13 (+3%)
Value$53.2K (+$13.9K)
Filed 2026-10-19
Contravisory Investment Management, Inc.
DECREASED
Shares446 from 466
Change-20 (-4%)
Value$49.3K (+$10.2K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares364 from 350
Change+14 (+4%)
Value$40.3K (+$10.8K)
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$36.7K (+$8.3K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares310
Change+310
Value$34.3K
Filed 2026-10-21
Gen-Wealth Partners Inc
NEW
Shares299
Change+299
Value$33.1K
Filed 2026-11-04
Central Trust Co
INCREASED
Shares281 from 186
Change+95 (+51%)
Value$31.1K (+$15.4K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares273 from 223
Change+50 (+22%)
Value$30.2K (+$11.4K)
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares267 from 263
Change+4 (+2%)
Value$29.5K (+$7.4K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares259 from 246
Change+13 (+5%)
Value$28.6K (+$8.0K)
Filed 2026-11-03
UMB Bank, n.a.
INCREASED
Shares242 from 230
Change+12 (+5%)
Value$26.8K (+$7.4K)
Filed 2026-11-06
Bare Financial Services, Inc
INCREASED
Shares194 from 157
Change+37 (+24%)
Value$21.5K (+$8.3K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares191 from 54
Change+137 (+254%)
Value$21.1K (+$16.6K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$12.2K ($0)
Filed 2026-11-06
First Pacific Financial
DECREASED
Shares120 from 121
Change-1 (-1%)
Value$13.3K (+$3.1K)
Filed 2026-10-14
Kozak & Associates, Inc.
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$11.8K (+$2.8K)
Filed 2026-10-29
Entrust Financial LLC
NEW
Shares102
Change+102
Value$11.3K
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11 (+$3)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares78 from 73
Change+5 (+7%)
Value$8.6K (+$2.5K)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares77 from 81
Change-4 (-5%)
Value$8.5K (+$1.7K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.6K (+$1.6K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares55
Change+55
Value$6.1K
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares50
Change+50
Value$5.5K
Filed 2026-10-28
Farmers & Merchants Investments Inc
INCREASED
Shares45 from 27
Change+18 (+67%)
Value$5.0K (+$2.7K)
Filed 2026-10-22
Valued Wealth Advisors LLC
INCREASED
Shares40 from 20
Change+20 (+100%)
Value$4.4K (+$2.7K)
Filed 2026-11-05
James T. Borello RIA
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.0K (+$956)
Filed 2026-10-16
Creative Capital Management Investments LLC
INCREASED
Shares28 from 20
Change+8 (+40%)
Value$3.1K (+$1.4K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.1K (+$743)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.7K (+$637)
Filed 2026-10-09
Essential Partners LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.4K (+$584)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.4K (+$584)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED
Shares18 from 16
Change+2 (+13%)
Value$2.0K (+$646)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.4K (+$345)
Filed 2026-10-16
Bell Investment Advisors, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.4K (+$345)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares12 from 9
Change+3 (+33%)
Value$1.3K (+$571)
Filed 2026-11-06
SJS Investment Consulting Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (+$319)
Filed 2026-10-26
Gilpin Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.1K (+$265)
Filed 2026-10-09
Valley National Advisers Inc
NEW
Shares9
Change+9
Value$996
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$774 (+$186)
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares5
Change+5
Value$553
Filed 2026-11-03
Davis Capital Management
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$442 (+$190)
Filed 2026-10-08
Financial Consulate, Inc
NEW
Shares3
Change+3
Value$332
Filed 2026-10-23
DecisionPoint Financial, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$336 (+$164)
Filed 2026-10-27
Abound Wealth Management
NEW
Shares2
Change+2
Value$222
Filed 2026-10-26
Hughes Financial Services, LLC
NEW
Shares1
Change+1
Value$114
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$111 (+$27)
Filed 2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$111 (+$26)
Filed 2026-10-15
RFG Advisory, LLC
CLOSED
Shares0 from 14,244
Change-14,244 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 12,014
Change-12,014 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Vista Finance, LLC
CLOSED
Shares0 from 5,149
Change-5,149 (-100%)
Value$0 (-$432.8K)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 3,178
Change-3,178 (-100%)
Value$0 (-$267.1K)
Filed 2026-11-05
111 Capital
CLOSED
Shares0 from 3,087
Change-3,087 (-100%)
Value$0 (-$259.5K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$94.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$21.4K)
Filed 2026-11-02
Bayforest Capital Ltd
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$9.0K)
Filed 2026-11-03
Navigoe, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-04
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 6,961,189
Change-6,961,189 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,204,819
Change-2,204,819 (-100%)
Value—
Crestview Partners II GP, L.P.
N/A
Shares— from 1,995,847
Change-1,995,847 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,972,454
Change-1,972,454 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,951,467
Change-1,951,467 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,890,321
Change-1,890,321 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 1,015,343
Change-1,015,343 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,008,893
Change-1,008,893 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,001,129
Change-1,001,129 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 892,215
Change-892,215 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 819,375
Change-819,375 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 686,893
Change-686,893 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 583,036
Change-583,036 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 529,249
Change-529,249 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 525,000
Change-525,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 496,693
Change-496,693 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 458,978
Change-458,978 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 441,803
Change-441,803 (-100%)
Value—
FIL Ltd
N/A
Shares— from 393,900
Change-393,900 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 379,372
Change-379,372 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 375,703
Change-375,703 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 367,595
Change-367,595 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 338,957
Change-338,957 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 316,923
Change-316,923 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 309,891
Change-309,891 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 308,353
Change-308,353 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 304,855
Change-304,855 (-100%)
Value—
JB Capital Partners LP
N/A
Shares— from 241,812
Change-241,812 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 238,944
Change-238,944 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 233,311
Change-233,311 (-100%)
Value—
UBS Group AG
N/A
Shares— from 215,208
Change-215,208 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 195,362
Change-195,362 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 179,422
Change-179,422 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 175,692
Change-175,692 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 149,479
Change-149,479 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 149,063
Change-149,063 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 136,325
Change-136,325 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 135,664
Change-135,664 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 116,537
Change-116,537 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 106,818
Change-106,818 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 105,948
Change-105,948 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 100,516
Change-100,516 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 99,890
Change-99,890 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 97,767
Change-97,767 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 96,564
Change-96,564 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 94,108
Change-94,108 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 93,760
Change-93,760 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 93,414
Change-93,414 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 84,678
Change-84,678 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 84,155
Change-84,155 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 83,975
Change-83,975 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 83,915
Change-83,915 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 81,700
Change-81,700 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 73,491
Change-73,491 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 61,111
Change-61,111 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 58,508
Change-58,508 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 57,211
Change-57,211 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 53,762
Change-53,762 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 52,750
Change-52,750 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 52,114
Change-52,114 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 51,616
Change-51,616 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 47,395
Change-47,395 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 47,039
Change-47,039 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 43,055
Change-43,055 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 42,593
Change-42,593 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 41,866
Change-41,866 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 41,247
Change-41,247 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 38,629
Change-38,629 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 38,278
Change-38,278 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 37,648
Change-37,648 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 37,120
Change-37,120 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 36,250
Change-36,250 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 35,690
Change-35,690 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 35,600
Change-35,600 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 33,437
Change-33,437 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 30,082
Change-30,082 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 28,921
Change-28,921 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 28,223
Change-28,223 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 28,124
Change-28,124 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 27,847
Change-27,847 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 27,797
Change-27,797 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 27,780
Change-27,780 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 27,667
Change-27,667 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27,201
Change-27,201 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,416
Change-26,416 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 25,146
Change-25,146 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 25,145
Change-25,145 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 22,143
Change-22,143 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 21,932
Change-21,932 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,846
Change-21,846 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 19,746
Change-19,746 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,540
Change-18,540 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 18,020
Change-18,020 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 16,476
Change-16,476 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,132
Change-16,132 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 15,516
Change-15,516 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 15,426
Change-15,426 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 15,068
Change-15,068 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 15,026
Change-15,026 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,949
Change-13,949 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 13,922
Change-13,922 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 13,426
Change-13,426 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 13,152
Change-13,152 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 12,004
Change-12,004 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 11,818
Change-11,818 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 11,731
Change-11,731 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,319
Change-11,319 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 11,311
Change-11,311 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 10,430
Change-10,430 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
&partners
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,411
Change-9,411 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 9,258
Change-9,258 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,560
Change-8,560 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 8,222
Change-8,222 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,333
Change-7,333 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 947
Change-947 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 760
Change-760 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 627
Change-627 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 621
Change-621 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 524
Change-524 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 211
Change-211 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 195
Change-195 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 123
Change-123 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 103
Change-103 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 95
Change-95 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 48
Change-48 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bahl & Gaynor LLC
INCREASED3,100,9863,044,278+56,708+2%$255.9M$343.0M+$87.1M2026-11-05
Amundi
INCREASED2,964,0102,960,024+3,986+0%$248.8M$327.8M+$79.0M2026-11-06
Dimensional Fund Advisors LP
DECREASED1,517,2751,893,368-376,093-20%$159.1M$167.8M+$8.7M2026-11-04
Geode Capital Management, LLC
INCREASED1,383,2131,197,499+185,714+16%$100.7M$153.0M+$52.3M2026-11-06
Van Berkom & Associates Inc.
DECREASED898,5261,224,567-326,041-27%$102.9M$99.4K-$102.8M2026-11-04
LSV Asset Management
DECREASED590,700634,200-43,500-7%$53.3M$65.3K-$53.2M2026-11-06
Bank of New York Mellon Corp
INCREASED505,914500,061+5,853+1%$42.0M$56.0M+$13.9M2026-11-05
Annex Advisory Services, LLC
DECREASED466,622581,984-115,362-20%$48.9M$51.6M+$2.7M2026-10-16
TimesSquare Capital Management, LLC
DECREASED281,405443,189-161,784-36%$37.3M$31.1M-$6.1M2026-11-03
Principal Financial Group Inc
INCREASED235,714224,300+11,414+5%$18.9M$26.1M+$7.2M2026-11-02
Assenagon Asset Management S.A.
NEW157,583—+157,583——$17.4M—2026-10-15
Barclays PLC
INCREASED157,163146,701+10,462+7%$12.3M$17.4M+$5.1M2026-11-06
Creative Planning
INCREASED154,739132,938+21,801+16%$11.2M$17.1M+$5.9M2026-11-02
Swedbank AB
DECREASED153,000250,000-97,000-39%$21.0M$16.9M-$4.1M2026-10-27
Fulcrum Asset Management LLP
INCREASED127,26519,660+107,605+547%$1.6M$14.1M+$12.4M2026-11-04
Kendall Capital Management
DECREASED84,08287,077-2,995-3%$7.3M$9.3M+$2.0M2026-10-23
Moody National Bank Trust Division
DECREASED77,85783,557-5,700-7%$7.0M$8.6M+$1.6M2026-10-06
Argent Capital Management LLC
DECREASED77,782101,690-23,908-24%$8.5M$8.6M+$54.6K2026-10-05
Savant Capital, LLC
DECREASED73,82678,456-4,630-6%$5.8M$8.2M+$2.3M2026-11-06
Pembroke Management, LTD
DECREASED60,32180,712-20,391-25%$6.8M$6.7M-$113.1K2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
UNCHANGED56,10056,10000%$4.7M$6.2M+$1.5M2026-10-21
Evanson Financial, LLC
NEW52,086—+52,086——$5.8M—2026-10-23
Huntleigh Advisors, Inc.
INCREASED50,65448,483+2,171+4%$4.1M$5.6M+$1.5M2026-11-03
Exchange Traded Concepts, LLC
INCREASED50,6421,463+49,179+3362%$123.0K$5.6M+$5.5M2026-10-28
Thrivent Financial for Lutherans
INCREASED42,39030,386+12,004+40%$2.6M$4.7K-$2.5M2026-11-05
Alps Advisors Inc
DECREASED42,34568,068-25,723-38%$5.7M$4.7M-$1.0M2026-11-03
Deutsche Bank Ag\
DECREASED42,10444,927-2,823-6%$3.8M$4.7M+$880.1K2026-11-06
Stackstone Wealth, LLC
NEW38,972—+38,972——$4.3M—2026-10-19
Daymark Wealth Partners, LLC
INCREASED33,64327,137+6,506+24%$2.3M$3.7M+$1.4M2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED33,51336,434-2,921-8%$3.1M$3.7M+$643.9K2026-10-14
Moran Wealth Management, LLC
DECREASED29,01229,552-540-2%$2.5M$3.2M+$724.6K2026-10-22
LPL Financial LLC
INCREASED28,15922,574+5,585+25%$1.9M$3.1M+$1.2M2026-11-06
Inspire Investing, LLC
NEW27,144—+27,144——$3.0M—2026-10-22
Virginia Retirement Systems ET Al
INCREASED25,9006,700+19,200+287%$563.2K$2.9M+$2.3M2026-10-28
Illinois Municipal Retirement Fund
INCREASED25,05324,108+945+4%$2.0M$2.8M+$744.3K2026-11-05
Fifth Third Bancorp
DECREASED21,51621,566-500%$1.8M$2.4M+$566.8K2026-11-05
Louisiana State Employees Retirement System
INCREASED21,00020,300+700+3%$1.7M$2.3M+$616.2K2026-10-20
US Bancorp \de\
DECREASED20,99221,102-110-1%$1.8M$2.3M+$547.9K2026-11-05
Strs Ohio
INCREASED19,4007,300+12,100+166%$613.6K$2.1M+$1.5M2026-10-30
Fisher Asset Management, LLC
DECREASED19,35624,385-5,029-21%$2.0M$2.1M+$91.0K2026-11-06
Wedge Capital Management L L P
INCREASED19,05117,036+2,015+12%$1.4M$2.1M+$675.0K2026-10-13
New York State Teachers Retirement System
DECREASED16,38916,688-299-2%$1.4M$1.8K-$1.4M2026-10-22
PFG Advisors
INCREASED16,35315,166+1,187+8%$1.3M$1.8M+$533.8K2026-10-16
GS Investments, Inc.
UNCHANGED15,60015,60000%$1.3M$1.7M+$414.0K2026-11-05
Novem Group
DECREASED13,63814,282-644-5%$1.2M$1.5M+$307.7K2026-10-19
State of New Jersey Common Pension Fund D
UNCHANGED13,10213,10200%$1.1M$1.4M+$347.7K2026-11-05
Yousif Capital Management, LLC
INCREASED12,87912,392+487+4%$1.0M$1.4M+$382.7K2026-10-22
Amalgamated Bank
INCREASED12,58912,343+246+2%$1.0M$1.4K-$1.0M2026-10-23
Ritholtz Wealth Management
INCREASED12,53311,675+858+7%$981.4K$1.4M+$404.8K2026-11-05
Point Nemo Capital, LLC
NEW12,254—+12,254——$1.4M—2026-11-03
Truist Financial Corp
DECREASED11,92315,553-3,630-23%$1.3M$1.3M+$11.3K2026-10-30
Arizona State Retirement System
INCREASED11,88911,237+652+6%$944.6K$1.3M+$370.3K2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED11,77815,792-4,014-25%$1.3M$1.3M-$24.8K2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED11,59410,973+621+6%$922.4K$1.3M+$359.9K2026-11-03
Sendero Wealth Management, LLC
DECREASED11,40417,466-6,062-35%$1.5M$1.3M-$206.9K2026-10-14
Oregon Public Employees Retirement Fund
INCREASED11,05910,502+557+5%$882.8K$1.2M+$340.3K2026-10-30
Maryland State Retirement & Pension System
INCREASED10,9816,730+4,251+63%$565.7K$1.2M+$648.8K2026-11-05
State of Alaska, Department of Revenue
DECREASED10,41018,295-7,885-43%$1.5M$1.2K-$1.5M2026-10-15
Hanseatic Management Services Inc
NEW9,497—+9,497——$1.1M—2026-10-27
Kestra Private Wealth Services, LLC
DECREASED9,2389,240-20%$776.7K$1.0M+$245.0K2026-11-06
Natixis
NEW9,000—+9,000——$995.4K—2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED7,9633,593+4,370+122%$302.0K$881-$301.1K2026-11-02
Greenwood Capital Associates LLC
DECREASED7,0827,411-329-4%$623.0K$783.3K+$160.3K2026-10-27
Zions Bancorporation, National Association
INCREASED6,8196,628+191+3%$557.2K$754.2K+$197.0K2026-11-06
Pictet Asset Management Holding SA
DECREASED6,2626,654-392-6%$559.3K$692.6K+$133.2K2026-11-03
Kaizen Financial Strategies
DECREASED6,0106,060-50-1%$519.5K$664.7K+$145.2K2026-10-09
Citigroup Inc
DECREASED6,00465,661-59,657-91%$5.5M$664.0K-$4.9M2026-11-04
ProShare Advisors LLC
DECREASED5,9756,180-205-3%$519.5K$660.8K+$141.3K2026-10-29
Jackson Creek Investment Advisors LLC
DECREASED5,7395,760-210%$570$635+$652026-11-04
Mutual of America Capital Management LLC
INCREASED5,6145,300+314+6%$445.5K$620.9K+$175.4K2026-10-23
Evergreen Capital Management LLC
UNCHANGED5,2425,24200%$440.6K$579.8K+$139.1K2026-10-23
Dagco, Inc.
INCREASED5,1815,157+24+0%$433.5K$573.0K+$139.5K2026-10-20
Integrity Alliance, Llc.
NEW5,096—+5,096——$563.6K—2026-10-29
PUREfi Wealth, LLC
UNCHANGED5,0005,00000%$420.3K$553.0K+$132.7K2026-10-19
Simplex Trading, LLC
NEW4,962—+4,962——$548.8K—2026-11-04
Achmea Investment Management B.V.
NEW4,700—+4,700——$520.2K—2026-10-30
Swiss Life Asset Management Ltd
DECREASED4,5444,890-346-7%$411.1K$502.6K+$91.5K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED4,5033,714+789+21%$318.4K$503.2K+$184.8K2026-11-04
Xponance LLC
DECREASED4,1714,318-147-3%$363.0K$461.3K+$98.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW4,097—+4,097——$457.8K—2026-10-13
Yorktown Management & Research Co Inc
UNCHANGED4,0504,05000%$340.4K$447.9K+$107.5K2026-10-28
Commonwealth Equity Services, LLC
INCREASED3,4563,229+227+7%$271.5K$382.3K+$110.8K2026-11-02
Planned Solutions, Inc.
DECREASED3,3913,546-155-4%$298.1K$375.0K+$77.0K2026-10-19
Glenview Trust Co
DECREASED3,3813,607-226-6%$303.2K$373.9K+$70.7K2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED3,3602,505+855+34%$210.6K$371.6K+$161.0K2026-11-05
Hohimer Wealth Management, LLC
INCREASED3,3403,300+40+1%$277.4K$369.4K+$92.0K2026-11-04
Russell Investments Group, Ltd.
DECREASED3,2623,443-181-5%$289.4K$360.8K+$71.4K2026-11-06
CoreCap Advisors, LLC
NEW3,208—+3,208——$354.8K—2026-10-08
WBI Investments, LLC
DECREASED3,13610,724-7,588-71%$901.5K$346.8K-$554.6K2026-11-05
Park Avenue Securities LLC
INCREASED3,1093,059+50+2%$257.0K$344-$256.7K2026-10-26
Lanark Financial, Inc.
DECREASED3,0533,190-137-4%$268.2K$337.7K+$69.5K2026-10-26
CIBC Asset Management Inc
INCREASED3,0142,992+22+1%$251.5K$333.3K+$81.8K2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED2,9492,94900%$263.7K$320.3K+$56.6K2026-10-28
Paragon Capital Management Ltd
DECREASED2,9022,922-20-1%$245.6K$321.0K+$75.4K2026-10-09
Farther Finance Advisors, LLC
DECREASED2,8402,935-95-3%$246.6K$314.1K+$67.5K2026-10-08
State of Wyoming
NEW2,807—+2,807——$310.5K—2026-10-28
Vise Technologies, Inc.
NEW2,754—+2,754——$304.6K—2026-10-29
Fort Washington Investment Advisors Inc
UNCHANGED2,7102,71000%$227.8K$299.7K+$71.9K2026-10-15
ANB Bank
NEW2,605—+2,605——$288.1K—2026-10-09
Atria Investments, Inc
DECREASED2,5022,984-482-16%$250.9K$276.8K+$25.9K2026-10-15
HB Wealth Management, LLC
DECREASED2,4762,571-95-4%$216.1K$273.9K+$57.7K2026-10-23
City Center Advisors, LLC
DECREASED2,4072,793-386-14%$234.8K$266.2K+$31.4K2026-10-08
Nisa Investment Advisors, LLC
INCREASED2,146772+1,374+178%$64.9K$237.3K+$172.5K2026-10-20
Profund Advisors LLC
DECREASED2,1362,382-246-10%$200.2K$236.2K+$36.0K2026-10-29
R Squared Ltd
NEW2,095—+2,095——$231.7K—2026-11-06
Baron Wealth Management LLC
NEW2,079—+2,079——$229.9K—2026-10-27
Fifth Third Wealth Advisors LLC
NEW2,069—+2,069——$228.8K—2026-10-22
Relyea Zuckerberg Hanson LLC
NEW1,933—+1,933——$213.8K—2026-10-20
Apollon Wealth Management, LLC
DECREASED1,9082,537-629-25%$213.3K$211.0K-$2.2K2026-10-23
StoneX Group Inc.
NEW1,863—+1,863——$210.4K—2026-11-03
Wedbush Securities Inc
NEW1,828—+1,828——$202—2026-10-22
Procyon Advisors, LLC
NEW1,818—+1,818——$201.1K—2026-10-21
Harbor Capital Advisors, Inc.
INCREASED1,729411+1,318+321%$35$191+$1562026-10-22
Nykredit A/S
INCREASED1,708314+1,394+444%$26.4K$188.9K+$162.5K2026-11-06
Signaturefd, LLC
INCREASED1,690985+705+72%$82.8K$186.9K+$104.1K2026-10-23
KBC Group NV
INCREASED1,6861,252+434+35%$105.0K$186-$104.8K2026-10-22
PNC Financial Services Group, Inc.
INCREASED1,4211,107+314+28%$93.1K$157.2K+$64.1K2026-11-06
Gamma Investing LLC
INCREASED1,2271,049+178+17%$88.2K$135.7K+$47.5K2026-10-08
Sterling Capital Management LLC
INCREASED1,025647+378+58%$54.4K$113.4K+$59.0K2026-10-22
TD Waterhouse Canada Inc.
NEW1,000—+1,000——$111.7K—2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED759739+20+3%$62.1K$83.9K+$21.8K2026-10-27
Covestor Ltd
INCREASED729610+119+20%$51.0K$81-$50.9K2026-10-30
Blue Trust, Inc.
DECREASED703832-129-15%$70.0K$77.8K+$7.8K2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW692—+692——$77—2026-10-22
Versant Capital Management, Inc
UNCHANGED68768700%$57.7K$76.0K+$18.2K2026-10-02
USA Financial Formulas
NEW673—+673——$74.4K—2026-10-16
EverSource Wealth Advisors, LLC
INCREASED666359+307+86%$30.2K$73.7K+$43.5K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED631640-9-1%$53.8K$69.8K+$16.0K2026-11-04
TD Private Client Wealth LLC
DECREASED570686-116-17%$57.7K$63.0K+$5.4K2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED517617-100-16%$51.9K$57.2K+$5.3K2026-10-27
Clark Wealth Partners
INCREASED481468+13+3%$39.3K$53.2K+$13.9K2026-10-19
Contravisory Investment Management, Inc.
DECREASED446466-20-4%$39.2K$49.3K+$10.2K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED364350+14+4%$29.4K$40.3K+$10.8K2026-10-20
Salomon & Ludwin, LLC
UNCHANGED33233200%$28.5K$36.7K+$8.3K2026-10-29
Root Financial Partners, LLC
NEW310—+310——$34.3K—2026-10-21
Gen-Wealth Partners Inc
NEW299—+299——$33.1K—2026-11-04
Central Trust Co
INCREASED281186+95+51%$15.6K$31.1K+$15.4K2026-11-05
Assetmark, Inc
INCREASED273223+50+22%$18.7K$30.2K+$11.4K2026-10-21
SBI Securities Co., Ltd.
INCREASED267263+4+2%$22.1K$29.5K+$7.4K2026-10-22
Parallel Advisors, LLC
INCREASED259246+13+5%$20.7K$28.6K+$8.0K2026-11-03
UMB Bank, n.a.
INCREASED242230+12+5%$19.3K$26.8K+$7.4K2026-11-06
Bare Financial Services, Inc
INCREASED194157+37+24%$13.2K$21.5K+$8.3K2026-11-04
Fortitude Family Office, LLC
INCREASED19154+137+254%$4.5K$21.1K+$16.6K2026-10-14
Allworth Financial LP
UNCHANGED14514500%$12.2K$12.2K$02026-11-06
First Pacific Financial
DECREASED120121-1-1%$10.2K$13.3K+$3.1K2026-10-14
Kozak & Associates, Inc.
INCREASED106105+1+1%$9.0K$11.8K+$2.8K2026-10-29
Entrust Financial LLC
NEW102—+102——$11.3K—2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED10010000%$8$11+$32026-10-14
Parkside Financial Bank & Trust
INCREASED7873+5+7%$6.1K$8.6K+$2.5K2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED7781-4-5%$6.8K$8.5K+$1.7K2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED606000%$5.0K$6.6K+$1.6K2026-11-03
UMB Private Wealth Management, LLC
NEW55—+55——$6.1K—2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
NEW50—+50——$5.5K—2026-10-28
Farmers & Merchants Investments Inc
INCREASED4527+18+67%$2.3K$5.0K+$2.7K2026-10-22
Valued Wealth Advisors LLC
INCREASED4020+20+100%$1.7K$4.4K+$2.7K2026-11-05
James T. Borello RIA
UNCHANGED363600%$3.0K$4.0K+$9562026-10-16
Creative Capital Management Investments LLC
INCREASED2820+8+40%$1.7K$3.1K+$1.4K2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED282800%$2.4K$3.1K+$7432026-11-05
Marquette Asset Management, LLC
UNCHANGED242400%$2.0K$2.7K+$6372026-10-09
Essential Partners LLC
UNCHANGED222200%$1.8K$2.4K+$5842026-10-14
True Wealth Design, LLC
UNCHANGED222200%$1.9K$2.4K+$5842026-10-13
Bay Harbor Wealth Management, LLC
INCREASED1816+2+13%$1.3K$2.0K+$6462026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED131300%$1.1K$1.4K+$3452026-10-16
Bell Investment Advisors, Inc
UNCHANGED131300%$1.1K$1.4K+$3452026-10-29
Clearstead Advisors, LLC
INCREASED129+3+33%$757$1.3K+$5712026-11-06
SJS Investment Consulting Inc.
UNCHANGED121200%$1.0K$1.3K+$3192026-10-26
Gilpin Wealth Management, LLC
UNCHANGED101000%$841$1.1K+$2652026-10-09
Valley National Advisers Inc
NEW9—+9——$996—2026-10-23
IFP Advisors, Inc
UNCHANGED7700%$588$774+$1862026-10-16
Ascentis Wealth Management, LLC
NEW5—+5——$553—2026-11-03
Davis Capital Management
INCREASED43+1+33%$252$442+$1902026-10-08
Financial Consulate, Inc
NEW3—+3——$332—2026-10-23
DecisionPoint Financial, LLC
INCREASED32+1+50%$172$336+$1642026-10-27
Abound Wealth Management
NEW2—+2——$222—2026-10-26
Hughes Financial Services, LLC
NEW1—+1——$114—2026-10-30
IMG Wealth Management, Inc.
UNCHANGED1100%$84$111+$272026-10-27
Maryland Capital Advisors Inc.
UNCHANGED1100%$85$111+$262026-10-15
RFG Advisory, LLC
CLOSED014,244-14,244-100%$1.2M$0-$1.2M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED012,014-12,014-100%$1.0M$0-$1.0M2026-10-16
Vista Finance, LLC
CLOSED05,149-5,149-100%$432.8K$0-$432.8K2026-10-23
Jefferies Financial Group Inc.
CLOSED03,178-3,178-100%$267.1K$0-$267.1K2026-11-05
111 Capital
CLOSED03,087-3,087-100%$259.5K$0-$259.5K2026-11-03
AdvisorNet Financial, Inc
CLOSED01,125-1,125-100%$94.6K$0-$94.6K2026-10-15
International Assets Investment Management, LLC
CLOSED0250-250-100%$21.4K$0-$21.4K2026-11-02
Bayforest Capital Ltd
CLOSED0107-107-100%$9.0K$0-$9.0K2026-11-03
Navigoe, LLC
CLOSED04-4-100%$0$0$02026-11-04
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—6,961,189-6,961,189-100%$585.2M———
Vanguard Capital Management LLC
N/A—2,204,819-2,204,819-100%$185.3M———
Crestview Partners II GP, L.P.
N/A—1,995,847-1,995,847-100%$167.8M———
Vanguard Portfolio Management LLC
N/A—1,972,454-1,972,454-100%$165.8M———
Capital World Investors
N/A—1,951,467-1,951,467-100%$164.0M———
State Street Corp
N/A—1,890,321-1,890,321-100%$158.9M———
Granahan Investment Management, LLC
N/A—1,015,343-1,015,343-100%$85.3M———
FMR LLC
N/A—1,008,893-1,008,893-100%$84.8M———
American Century Companies Inc
N/A—1,001,129-1,001,129-100%$84.2M———
Franklin Resources Inc
N/A—892,215-892,215-100%$75.0M———
Bank of America Corp
N/A—819,375-819,375-100%$68.9M———
Goldman Sachs Group Inc
N/A—686,893-686,893-100%$57.7M———
Charles Schwab Investment Management Inc
N/A—583,036-583,036-100%$49.0M———
Royce & Associates LP
N/A—529,249-529,249-100%$44.5M———
Impax Asset Management Group plc
N/A—525,000-525,000-100%$44.1M———
Northern Trust Corp
N/A—496,693-496,693-100%$41.8M———
Morgan Stanley
N/A—458,978-458,978-100%$38.6M———
Two Sigma Investments, LP
N/A—441,803-441,803-100%$37.1M———
FIL Ltd
N/A—393,900-393,900-100%$33.1M———
Fuller & Thaler Asset Management, Inc.
N/A—379,372-379,372-100%$31.9M———
Ameriprise Financial Inc
N/A—375,703-375,703-100%$31.6M———
Nuveen, LLC
N/A—367,595-367,595-100%$30.9M———
Basswood Capital Management, L.L.C.
N/A—338,957-338,957-100%$28.5M———
Vanguard Fiduciary Trust Co
N/A—316,923-316,923-100%$26.6M———
Public Sector Pension Investment Board
N/A—309,891-309,891-100%$26.0M———
Wells Fargo & Company
N/A—308,353-308,353-100%$25.9M———
Mariner, LLC
N/A—304,855-304,855-100%$25.6M———
JB Capital Partners LP
N/A—241,812-241,812-100%$20.3M———
Lazard Asset Management LLC
N/A—238,944-238,944-100%$20.1M———
Voloridge Investment Management, LLC
N/A—233,311-233,311-100%$19.6M———
UBS Group AG
N/A—215,208-215,208-100%$18.1M———
Invesco Ltd.
N/A—195,362-195,362-100%$16.4M———
Jupiter Topco LLC
N/A—179,422-179,422-100%$15.1M———
Royal Bank of Canada
N/A—175,692-175,692-100%$14.8M———
Federated Hermes, Inc.
N/A—149,479-149,479-100%$12.6M———
RBF Capital, LLC
N/A—149,063-149,063-100%$12.5M———
First Trust Advisors LP
N/A—136,325-136,325-100%$11.5M———
Envestnet Asset Management Inc
N/A—135,664-135,664-100%$11.4M———
Aptus Capital Advisors, LLC
N/A—116,537-116,537-100%$9.8M———
Rhumbline Advisers
N/A—106,818-106,818-100%$9.0M———
Legal & General Group Plc
N/A—105,948-105,948-100%$8.9M———
UBS Asset Management Americas LLC
N/A—100,516-100,516-100%$8.4M———
Acadian Asset Management LLC
N/A—99,890-99,890-100%$8.4M———
Tudor Investment Corp ET AL
N/A—97,767-97,767-100%$8.2M———
Quantinno Capital Management LP
N/A—96,564-96,564-100%$8.1M———
JPMorgan Chase & Co
N/A—94,108-94,108-100%$7.9M———
Empowered Funds, LLC
N/A—93,760-93,760-100%$7.9M———
Emerald Investment Advisers, LLC
N/A—93,414-93,414-100%$7.9M———
Gabelli Funds LLC
N/A—84,678-84,678-100%$7.1M———
Kennedy Capital Management LLC
N/A—84,155-84,155-100%$7.1M———
Raymond James Financial Inc
N/A—83,975-83,975-100%$7.1M———
Steamboat Capital Partners, LLC
N/A—83,915-83,915-100%$7.1M———
Swiss National Bank
N/A—81,700-81,700-100%$6.9M———
Teacher Retirement System of Texas
N/A—73,491-73,491-100%$6.2M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—61,111-61,111-100%$5.1M———
Alliancebernstein L.P.
N/A—58,508-58,508-100%$3.8M———
Price T Rowe Associates Inc
N/A—57,211-57,211-100%$4.8M———
Susquehanna Fundamental Investments, LLC
N/A—53,762-53,762-100%$4.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—52,750-52,750-100%$4.4M———
Aquatic Capital Management LLC
N/A—52,114-52,114-100%$4.4M———
ExodusPoint Capital Management, LP
N/A—51,616-51,616-100%$4.3M———
Prudential Financial Inc
N/A—47,395-47,395-100%$4.0M———
California State Teachers Retirement System
N/A—47,039-47,039-100%$4.0M———
Squarepoint Ops LLC
N/A—43,055-43,055-100%$3.6M———
Mercer Global Advisors Inc
N/A—42,593-42,593-100%$3.6M———
Brevan Howard Capital Management LP
N/A—41,866-41,866-100%$3.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—41,247-41,247-100%$3.5M———
Vanguard Asset Management, Ltd
N/A—38,629-38,629-100%$3.2M———
Credit Agricole S A
N/A—38,278-38,278-100%$3.2M———
Campbell & Co Investment Adviser LLC
N/A—37,648-37,648-100%$3.2M———
Canada Life Assurance Co
N/A—37,120-37,120-100%$3.1M———
Voleon Capital Management LP
N/A—36,250-36,250-100%$3.0M———
Qube Research & Technologies Ltd
N/A—35,690-35,690-100%$3.0M———
Renaissance Technologies LLC
N/A—35,600-35,600-100%$3.0M———
Allianz Asset Management GmbH
N/A—33,437-33,437-100%$2.8M———
Aurora Investment Counsel
N/A—30,082-30,082-100%$2.5M———
Gator Capital Management, LLC
N/A—28,921-28,921-100%$2.4M———
Polen Capital Management LLC
N/A—28,223-28,223-100%$2.4M———
Manufacturers Life Insurance Company, the
N/A—28,124-28,124-100%$2.4M———
State Board of Administration of Florida Retirement System
N/A—27,847-27,847-100%$2.3M———
Vestmark Advisory Solutions, Inc.
N/A—27,797-27,797-100%$2.3M———
AQR Capital Management LLC
N/A—27,780-27,780-100%$2.3M———
Picton Mahoney Asset Management
N/A—27,667-27,667-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—27,201-27,201-100%$2.3M———
Janney Montgomery Scott LLC
N/A—26,416-26,416-100%$2.2M———
Bank of Montreal
N/A—25,146-25,146-100%$2.1M———
MetLife Investment Management, LLC
N/A—25,145-25,145-100%$2.1M———
Elo Mutual Pension Insurance Co
N/A—22,143-22,143-100%$1.9M———
Nomura Asset Management International Inc.
N/A—22,000-22,000-100%$1.8M———
State of Tennessee, Department of Treasury
N/A—21,932-21,932-100%$1.8M———
Osaic Holdings, Inc.
N/A—21,846-21,846-100%$1.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—19,746-19,746-100%$1.7M———
Stifel Financial Corp
N/A—18,540-18,540-100%$1.6M———
Vanguard Global Advisers, LLC
N/A—18,020-18,020-100%$1.5M———
SEI Investments Co
N/A—16,476-16,476-100%$1.4M———
Cerity Partners LLC
N/A—16,132-16,132-100%$1.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—15,516-15,516-100%$1.3M———
Peak6 LLC
N/A—15,426-15,426-100%$1.3M———
Hantz Financial Services, Inc.
N/A—15,068-15,068-100%$1.3M———
New York State Common Retirement Fund
N/A—15,026-15,026-100%$1.3M———
Cetera Investment Advisers
N/A—13,949-13,949-100%$1.2M———
Weiss Asset Management LP
N/A—13,922-13,922-100%$1.2M———
Formula Growth LTD
N/A—13,426-13,426-100%$1.1M———
Fort Point Capital Partners LLC
N/A—13,152-13,152-100%$983.4K———
Handelsbanken Fonder AB
N/A—12,800-12,800-100%$1.1K———
Police & Firemen's Retirement System of New Jersey
N/A—12,800-12,800-100%$1.1M———
Marshall Financial Group, LLC
N/A—12,357-12,357-100%$1.0M———
Teachers Retirement System of the State of Kentucky
N/A—12,004-12,004-100%$1.0M———
Mirabella Financial Services LLP
N/A—11,818-11,818-100%$993.4K———
Gamco Investors, Inc. ET AL
N/A—11,731-11,731-100%$986.1K———
Natixis Advisors, LLC
N/A—11,319-11,319-100%$951.0K———
Vanguard Investments Australia, Ltd.
N/A—11,311-11,311-100%$950.8K———
Freestone Capital Holdings, LLC
N/A—11,200-11,200-100%$941.5K———
Millennium Management LLC
N/A—10,430-10,430-100%$876.7K———
Intech Investment Management LLC
N/A—10,392-10,392-100%$873.6K———
MML Investors Services, LLC
N/A—9,753-9,753-100%$819.8K———
&partners
N/A—9,471-9,471-100%$796.1K———
Susquehanna International Group, LLP
N/A—9,411-9,411-100%$791.1K———
NewEdge Wealth, LLC
N/A—9,409-9,409-100%$790.9K———
KLP Kapitalforvaltning AS
N/A—9,400-9,400-100%$790.2K———
denkapparat Operations GmbH
N/A—9,258-9,258-100%$778.2K———
Twin Tree Management, LP
N/A—9,141-9,141-100%$768.4K———
First Manhattan Co. Llc.
N/A—8,560-8,560-100%$719.6K———
Victory Capital Management Inc
N/A—8,342-8,342-100%$701.2K———
Voya Investment Management LLC
N/A—8,222-8,222-100%$691.1K———
MorganRosel Wealth Management, LLC
N/A—7,764-7,764-100%$652.6K———
Baird Financial Group, Inc.
N/A—7,350-7,350-100%$617.8K———
Schonfeld Strategic Advisors LLC
N/A—7,333-7,333-100%$616.4K———
XTX Topco Ltd
N/A—7,216-7,216-100%$606.6K———
Vanguard Personalized Indexing Management, LLC
N/A—7,200-7,200-100%$605.2K———
BNP Paribas Financial Markets
N/A—6,578-6,578-100%$552.9K———
HighTower Advisors, LLC
N/A—6,492-6,492-100%$545.7K———
AXQ Capital, LP
N/A—6,116-6,116-100%$514.1K———
Fora Capital, LLC
N/A—6,054-6,054-100%$509.0K———
Bridgefront Capital, LLC
N/A—5,773-5,773-100%$485.3K———
Entropy Technologies, LP
N/A—5,537-5,537-100%$465.4K———
Jain Global LLC
N/A—5,475-5,475-100%$460.2K———
Tidal Investments LLC
N/A—5,463-5,463-100%$459.2K———
State of Wisconsin Investment Board
N/A—5,453-5,453-100%$458.4K———
Marshall Wace, LLP
N/A—5,200-5,200-100%$437.1K———
Inceptionr LLC
N/A—5,121-5,121-100%$430.5K———
Caldwell Sutter Capital, Inc.
N/A—4,878-4,878-100%$410.0K———
Rothschild Investment LLC
N/A—4,314-4,314-100%$362.6K———
Public Employees Retirement Association of Colorado
N/A—4,091-4,091-100%$344.0K———
HM Payson & Co
N/A—3,985-3,985-100%$335.0K———
Ameritas Investment Partners, Inc.
N/A—3,908-3,908-100%$328.5K———
Glenmede Trust Co NA
N/A—3,424-3,424-100%$287.8K———
Centiva Capital, LP
N/A—3,380-3,380-100%$284.1K———
SummitTX Capital, L.P.
N/A—3,340-3,340-100%$280.8K———
Vestcor Inc
N/A—3,317-3,317-100%$279.0K———
Maridea Wealth Management LLC
N/A—3,191-3,191-100%$268.2K———
Comprehensive Financial Management LLC
N/A—3,120-3,120-100%$262.3K———
F/m Investments LLC
N/A—3,074-3,074-100%$258.0K———
Bannerstone Capital Management, LLC
N/A—3,063-3,063-100%$257.5K———
Tandem Financial, LLC
N/A—3,033-3,033-100%$255.0K———
Vident Advisory, LLC
N/A—2,896-2,896-100%$243.4K———
Neuberger Berman Group LLC
N/A—2,881-2,881-100%$242.2K———
Jump Financial, LLC
N/A—2,505-2,505-100%$210.6K———
CIBC Bancorp USA Inc.
N/A—2,495-2,495-100%$209.7K———
IFG Advisory, LLC
N/A—2,132-2,132-100%$179.2K———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,129-2,129-100%$179.0K———
Tower Research Capital LLC (TRC)
N/A—1,918-1,918-100%$161.2K———
Rockefeller Capital Management L.P.
N/A—1,706-1,706-100%$143.4K———
Jones Financial Companies Lllp
N/A—1,470-1,470-100%$122.7K———
Horizon Investments, LLC
N/A—1,463-1,463-100%$123.0K———
Aster Capital Management (Difc) Ltd
N/A—947-947-100%$79.6K———
BNP Paribas Asset Management Holding S.A.
N/A—760-760-100%$63.9K———
Caitlin John, LLC
N/A—675-675-100%$56.7K———
Arax Advisory Partners
N/A—627-627-100%$52.7K———
Kemnay Advisory Services Inc.
N/A—621-621-100%$52.2K———
Public Employees Retirement System of Ohio
N/A—524-524-100%$44.0K———
Advisors Asset Management, Inc.
N/A—454-454-100%$38.2K———
Optiver Holding B.V.
N/A—400-400-100%$33.6K———
Bessemer Group Inc
N/A—211-211-100%$18———
LOS Angeles Capital Management LLC
N/A—203-203-100%$17.1K———
Smithfield Trust Co
N/A—195-195-100%$16———
Keating Financial Advisory Services, Inc.
N/A—195-195-100%$16.4K———
Accent Capital Management, LLC
N/A—160-160-100%$13.5K———
Strategic Wealth Partners, Ltd.
N/A—150-150-100%$12.6K———
Steward Partners Investment Advisory, LLC
N/A—131-131-100%$11.0K———
Federation des caisses Desjardins du Quebec
N/A—123-123-100%$10.3K———
CVA Family Office, LLC
N/A—106-106-100%$8.9K———
Colonial Trust Co / SC
N/A—103-103-100%$8.5K———
LRI Investments, LLC
N/A—101-101-100%$8.5K———
Northwestern Mutual Wealth Management Co
N/A—95-95-100%$8.0K———
Synergy Investment Management, LLC
N/A—91-91-100%$7.6K———
Capital Analysts, LLC
N/A—82-82-100%$7———
WealthCollab, LLC
N/A—71-71-100%$6.0K———
Global Retirement Partners, LLC
N/A—59-59-100%$5.0K———
Fiduciary Financial Advisors
N/A—48-48-100%$3.9K———
IMA Advisory Services, Inc.
N/A—44-44-100%$3.7K———
Mcguire Capital Advisors Inc
N/A—41-41-100%$3.4K———
Westfuller Advisors, LLC
N/A—33-33-100%$2.8K———
Bogart Wealth, LLC
N/A—32-32-100%$2.7K———
Smartleaf Asset Management LLC
N/A—31-31-100%$2.6K———
Dogwood Wealth Management LLC
N/A—24-24-100%$2.0K———
JPL Wealth Management, LLC
N/A—21-21-100%$1.8K———
Cornerstone Financial Management LLC
N/A—19-19-100%$1.6K———
Rialto Wealth Management, LLC
N/A—11-11-100%$925———
HFM Investment Advisors, LLC
N/A—9-9-100%$757———
Ankerstar Wealth, LLC
N/A—6-6-100%$504———
Kilter Group LLC
N/A—4-4-100%$337———
SHP Wealth Management
N/A—3-3-100%$252———
Raffa Wealth Management, LLC
N/A—1-1-100%$84———
Showing 391 of 391 institutions