West Fraser Timber Co LTD (WFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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MacKenzie Financial Corp

DECREASED

Shares1,798,850 from 1,878,614

Change-79,764 (-4%)

Value$124.7M (-$55.7M)

Filed 2026-11-02

Pictet Asset Management Holding SA

DECREASED

Shares747,197 from 802,239

Change-55,042 (-7%)

Value$51.9M (-$2.4M)

Filed 2026-11-03

Marathon Asset Management Ltd

NEW

Shares606,680

Change+606,680

Value$42.3M

Filed 2026-10-26

QV Investors Inc.

INCREASED

Shares475,092 from 355,987

Change+119,105 (+33%)

Value$33.0K (-$24.1M)

Filed 2026-10-20

Dimensional Fund Advisors LP

INCREASED

Shares384,481 from 344,538

Change+39,943 (+12%)

Value$26.7M (+$3.4M)

Filed 2026-11-04

Smead Capital Management, Inc.

INCREASED

Shares192,278 from 123,878

Change+68,400 (+55%)

Value$13.3M (+$5.0M)

Filed 2026-10-16

Intact Investment Management Inc.

DECREASED

Shares124,000 from 131,000

Change-7,000 (-5%)

Value$8.6M (-$269.8K)

Filed 2026-11-03

Thrivent Financial for Lutherans

INCREASED

Shares76,854 from 76,821

Change+33 (+0%)

Value$5.3K (-$5.2M)

Filed 2026-11-05

CIBC Asset Management Inc

INCREASED

Shares59,780 from 56,542

Change+3,238 (+6%)

Value$4.1M (+$329.5K)

Filed 2026-11-05

Principal Financial Group Inc

DECREASED

Shares49,843 from 51,488

Change-1,645 (-3%)

Value$3.5M (-$20.3K)

Filed 2026-11-02

MGO One Seven LLC

INCREASED

Shares27,113 from 26,841

Change+272 (+1%)

Value$1.9M (+$64.2K)

Filed 2026-10-28

Vontobel Holding Ltd.

UNCHANGED

Shares22,198 from 22,198

Change0 (0%)

Value$1.5M (+$37.9K)

Filed 2026-10-16

Candriam S.C.A.

DECREASED

Shares21,252 from 27,688

Change-6,436 (-23%)

Value$1.5M (-$389.5K)

Filed 2026-11-03

Swiss Life Asset Management Ltd

INCREASED

Shares11,965 from 11,930

Change+35 (+0%)

Value$830.5K (+$24.7K)

Filed 2026-11-03

TD Waterhouse Canada Inc.

DECREASED

Shares9,765 from 10,086

Change-321 (-3%)

Value$652.6K (-$15.2K)

Filed 2026-10-16

AMG National Trust Bank

INCREASED

Shares7,199 from 6,163

Change+1,036 (+17%)

Value$499.5K (+$82.3K)

Filed 2026-11-05

Sycomore Asset Management

UNCHANGED

Shares6,500 from 6,500

Change0 (0%)

Value$404 (-$1)

Filed 2026-10-26

J.W. Cole Advisors, Inc.

DECREASED

Shares5,990 from 8,391

Change-2,401 (-29%)

Value$415.6K (-$152.3K)

Filed 2026-11-05

Pacifica Partners Inc.

UNCHANGED

Shares5,905 from 5,905

Change0 (0%)

Value$395.4K (-$14.2K)

Filed 2026-10-09

Stevens Capital Partners

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$346.9K (+$8.5K)

Filed 2026-10-29

Counterpoint Mutual Funds LLC

NEW

Shares4,065

Change+4,065

Value$282.0K

Filed 2026-10-16

Genus Capital Management Inc.

INCREASED

Shares3,800 from 3,500

Change+300 (+9%)

Value$264.1K (+$27.2K)

Filed 2026-11-04

Moody National Bank Trust Division

NEW

Shares3,505

Change+3,505

Value$243.2K

Filed 2026-10-06

Diversify Advisory Services, LLC

DECREASED

Shares3,388 from 4,490

Change-1,102 (-25%)

Value$221.9K (-$75.6K)

Filed 2026-10-20

Diversify Wealth Management, LLC

DECREASED

Shares3,388 from 4,490

Change-1,102 (-25%)

Value$221.9K (-$75.6K)

Filed 2026-10-20

Citigroup Inc

INCREASED

Shares3,151 from 1,564

Change+1,587 (+101%)

Value$219.0K (+$113.2K)

Filed 2026-11-04

Gold Investment Management Ltd.

UNCHANGED

Shares2,690 from 2,690

Change0 (0%)

Value$186.5K (+$4.5K)

Filed 2026-10-19

Sava Infond d.o.o.

UNCHANGED

Shares2,400 from 2,400

Change0 (0%)

Value$167.0K (+$5.1K)

Filed 2026-10-28

Fulcrum Asset Management LLP

DECREASED

Shares1,407 from 1,489

Change-82 (-6%)

Value$97.6K (-$3.1K)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares894 from 452

Change+442 (+98%)

Value$62.0K (+$31.4K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares751 from 18

Change+733 (+4072%)

Value$52.1K (+$50.9K)

Filed 2026-10-08

US Bancorp \de\

UNCHANGED

Shares739 from 739

Change0 (0%)

Value$51.3K (+$1.2K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares633 from 17

Change+616 (+3624%)

Value$43.9K (+$42.8K)

Filed 2026-11-03

Guardian Partners Inc.

UNCHANGED

Shares488 from 488

Change0 (0%)

Value$33.9K (+$879)

Filed 2026-10-21

BI Asset Management Fondsmaeglerselskab A/S

UNCHANGED

Shares391 from 391

Change0 (0%)

Value$27 (+$1)

Filed 2026-10-22

Fortitude Family Office, LLC

NEW

Shares309

Change+309

Value$21.4K

Filed 2026-10-14

Simplex Trading, LLC

DECREASED

Shares305 from 459

Change-154 (-34%)

Value$21.2K (-$9.9K)

Filed 2026-11-04

Centerpoint Advisors, LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$9 (+$1)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares122 from 22

Change+100 (+455%)

Value$8.5K (+$7.0K)

Filed 2026-11-04

Rossby Financial, LCC

DECREASED

Shares86 from 87

Change-1 (-1%)

Value$6.0K (+$78)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

INCREASED

Shares85 from 70

Change+15 (+21%)

Value$5.9K (+$1.2K)

Filed 2026-10-20

Hara Capital LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$4.5K (+$110)

Filed 2026-10-30

SBI Securities Co., Ltd.

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$4.1K (+$99)

Filed 2026-10-22

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$3.7K (+$97)

Filed 2026-10-27

Bell Investment Advisors, Inc

INCREASED

Shares32 from 16

Change+16 (+100%)

Value$2.2K (+$1.1K)

Filed 2026-10-29

Ascentis Independent Advisors

NEW

Shares25

Change+25

Value$1.7K

Filed 2026-11-03

Trust Co

NEW

Shares14

Change+14

Value$971

Filed 2026-10-09

Clark Wealth Partners

NEW

Shares11

Change+11

Value$767

Filed 2026-10-19

Assetmark, Inc

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$624 (+$15)

Filed 2026-10-21

TD Private Client Wealth LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$487 (+$13)

Filed 2026-10-28

Pinnacle Wealth Planning Services, Inc.

NEW

Shares4

Change+4

Value$278

Filed 2026-10-27

Larson Financial Group LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$278 (+$7)

Filed 2026-11-05

MV Capital Management, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$278 (+$7)

Filed 2026-10-29

Albion Financial Group

NEW

Shares3

Change+3

Value$205

Filed 2026-10-21

Larry Mathis Financial Planning, LLC

CLOSED

Shares0 from 4,361

Change-4,361 (-100%)

Value$0 (-$295.2K)

Filed 2026-10-26

RMG Wealth Management LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-26

FIL Ltd

N/A

Shares— from 8,729,285

Change-8,729,285 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 3,757,506

Change-3,757,506 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,492,021

Change-3,492,021 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 1,795,555

Change-1,795,555 (-100%)

Value—

Donald Smith & Co., Inc.

N/A

Shares— from 1,629,983

Change-1,629,983 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,497,850

Change-1,497,850 (-100%)

Value—

Letko, Brosseau & Associates Inc

N/A

Shares— from 1,417,956

Change-1,417,956 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 1,091,402

Change-1,091,402 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,015,410

Change-1,015,410 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 831,932

Change-831,932 (-100%)

Value—

Atlas FRM LLC

N/A

Shares— from 740,000

Change-740,000 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 736,913

Change-736,913 (-100%)

Value—

Norges Bank

N/A

Shares— from 675,791

Change-675,791 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 601,489

Change-601,489 (-100%)

Value—

FMR LLC

N/A

Shares— from 531,868

Change-531,868 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 455,271

Change-455,271 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 418,511

Change-418,511 (-100%)

Value—

SailingStone Capital Partners LLC

N/A

Shares— from 412,177

Change-412,177 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 316,578

Change-316,578 (-100%)

Value—

Robotti Robert

N/A

Shares— from 296,043

Change-296,043 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 284,763

Change-284,763 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 260,759

Change-260,759 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 240,903

Change-240,903 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 205,255

Change-205,255 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 191,504

Change-191,504 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 190,590

Change-190,590 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 182,731

Change-182,731 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 172,629

Change-172,629 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 171,482

Change-171,482 (-100%)

Value—

Amundi

N/A

Shares— from 159,700

Change-159,700 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 159,327

Change-159,327 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 155,220

Change-155,220 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 134,524

Change-134,524 (-100%)

Value—

UBS Group AG

N/A

Shares— from 133,836

Change-133,836 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 130,660

Change-130,660 (-100%)

Value—

British Columbia Investment Management Corp

N/A

Shares— from 129,965

Change-129,965 (-100%)

Value—

VAN Lanschot Kempen Investment Management N.V.

N/A

Shares— from 128,361

Change-128,361 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 107,300

Change-107,300 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 105,440

Change-105,440 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 101,619

Change-101,619 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 93,044

Change-93,044 (-100%)

Value—

Barclays PLC

N/A

Shares— from 91,436

Change-91,436 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 87,060

Change-87,060 (-100%)

Value—

Lloyd Harbor Capital Management, LLC

N/A

Shares— from 85,000

Change-85,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 81,739

Change-81,739 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 72,942

Change-72,942 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 65,516

Change-65,516 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 54,744

Change-54,744 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 53,968

Change-53,968 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 51,613

Change-51,613 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 46,546

Change-46,546 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 41,883

Change-41,883 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 41,731

Change-41,731 (-100%)

Value—

Cinctive Capital Management LP

N/A

Shares— from 37,806

Change-37,806 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 35,224

Change-35,224 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 33,151

Change-33,151 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 29,745

Change-29,745 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 29,274

Change-29,274 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 27,594

Change-27,594 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 23,566

Change-23,566 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 21,975

Change-21,975 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 21,036

Change-21,036 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 18,894

Change-18,894 (-100%)

Value—

Guardian Capital LP

N/A

Shares— from 17,747

Change-17,747 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 16,959

Change-16,959 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 16,197

Change-16,197 (-100%)

Value—

Bank of Nova Scotia Trust Co

N/A

Shares— from 16,010

Change-16,010 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 15,087

Change-15,087 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 14,469

Change-14,469 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 13,807

Change-13,807 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 13,800

Change-13,800 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 13,462

Change-13,462 (-100%)

Value—

CoreCommodity Management, LLC

N/A

Shares— from 12,092

Change-12,092 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 11,363

Change-11,363 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,340

Change-9,340 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 9,250

Change-9,250 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 9,201

Change-9,201 (-100%)

Value—

Natixis

N/A

Shares— from 9,192

Change-9,192 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,368

Change-8,368 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 8,136

Change-8,136 (-100%)

Value—

Investment Management Corp of Ontario

N/A

Shares— from 8,071

Change-8,071 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 7,476

Change-7,476 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7,296

Change-7,296 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 6,520

Change-6,520 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 6,500

Change-6,500 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 6,372

Change-6,372 (-100%)

Value—

Turtle Creek Asset Management Inc.

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 5,553

Change-5,553 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 5,423

Change-5,423 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 5,314

Change-5,314 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,432

Change-4,432 (-100%)

Value—

Banco Bilbao Vizcaya Argentaria, S.A.

N/A

Shares— from 4,132

Change-4,132 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 4,075

Change-4,075 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 4,007

Change-4,007 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 3,470

Change-3,470 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,166

Change-3,166 (-100%)

Value—

Aegis Financial Corp

N/A

Shares— from 3,142

Change-3,142 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,121

Change-2,121 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,960

Change-1,960 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 696

Change-696 (-100%)

Value—

EFG International AG

N/A

Shares— from 500

Change-500 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 361

Change-361 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 248

Change-248 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 105

Change-105 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 104

Change-104 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 47

Change-47 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 27

Change-27 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 24

Change-24 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Quarry LP

N/A

Shares— from 9

Change-9 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
MacKenzie Financial Corp	DECREASED	1,798,850	1,878,614	-79,764	-4%	$180.4M	$124.7M	-$55.7M	2026-11-02
Pictet Asset Management Holding SA	DECREASED	747,197	802,239	-55,042	-7%	$54.3M	$51.9M	-$2.4M	2026-11-03
Marathon Asset Management Ltd	NEW	606,680	—	+606,680	—	—	$42.3M	—	2026-10-26
QV Investors Inc.	INCREASED	475,092	355,987	+119,105	+33%	$24.1M	$33.0K	-$24.1M	2026-10-20
Dimensional Fund Advisors LP	INCREASED	384,481	344,538	+39,943	+12%	$23.3M	$26.7M	+$3.4M	2026-11-04
Smead Capital Management, Inc.	INCREASED	192,278	123,878	+68,400	+55%	$8.4M	$13.3M	+$5.0M	2026-10-16
Intact Investment Management Inc.	DECREASED	124,000	131,000	-7,000	-5%	$8.9M	$8.6M	-$269.8K	2026-11-03
Thrivent Financial for Lutherans	INCREASED	76,854	76,821	+33	+0%	$5.2M	$5.3K	-$5.2M	2026-11-05
CIBC Asset Management Inc	INCREASED	59,780	56,542	+3,238	+6%	$3.8M	$4.1M	+$329.5K	2026-11-05
Principal Financial Group Inc	DECREASED	49,843	51,488	-1,645	-3%	$3.5M	$3.5M	-$20.3K	2026-11-02
MGO One Seven LLC	INCREASED	27,113	26,841	+272	+1%	$1.8M	$1.9M	+$64.2K	2026-10-28
Vontobel Holding Ltd.	UNCHANGED	22,198	22,198	0	0%	$1.5M	$1.5M	+$37.9K	2026-10-16
Candriam S.C.A.	DECREASED	21,252	27,688	-6,436	-23%	$1.9M	$1.5M	-$389.5K	2026-11-03
Swiss Life Asset Management Ltd	INCREASED	11,965	11,930	+35	+0%	$805.8K	$830.5K	+$24.7K	2026-11-03
TD Waterhouse Canada Inc.	DECREASED	9,765	10,086	-321	-3%	$667.8K	$652.6K	-$15.2K	2026-10-16
AMG National Trust Bank	INCREASED	7,199	6,163	+1,036	+17%	$417.2K	$499.5K	+$82.3K	2026-11-05
Sycomore Asset Management	UNCHANGED	6,500	6,500	0	0%	$405	$404	-$1	2026-10-26
J.W. Cole Advisors, Inc.	DECREASED	5,990	8,391	-2,401	-29%	$568.0K	$415.6K	-$152.3K	2026-11-05
Pacifica Partners Inc.	UNCHANGED	5,905	5,905	0	0%	$409.5K	$395.4K	-$14.2K	2026-10-09
Stevens Capital Partners	UNCHANGED	5,000	5,000	0	0%	$338.5K	$346.9K	+$8.5K	2026-10-29
Counterpoint Mutual Funds LLC	NEW	4,065	—	+4,065	—	—	$282.0K	—	2026-10-16
Genus Capital Management Inc.	INCREASED	3,800	3,500	+300	+9%	$236.9K	$264.1K	+$27.2K	2026-11-04
Moody National Bank Trust Division	NEW	3,505	—	+3,505	—	—	$243.2K	—	2026-10-06
Diversify Advisory Services, LLC	DECREASED	3,388	4,490	-1,102	-25%	$297.6K	$221.9K	-$75.6K	2026-10-20
Diversify Wealth Management, LLC	DECREASED	3,388	4,490	-1,102	-25%	$297.6K	$221.9K	-$75.6K	2026-10-20
Citigroup Inc	INCREASED	3,151	1,564	+1,587	+101%	$105.8K	$219.0K	+$113.2K	2026-11-04
Gold Investment Management Ltd.	UNCHANGED	2,690	2,690	0	0%	$182.0K	$186.5K	+$4.5K	2026-10-19
Sava Infond d.o.o.	UNCHANGED	2,400	2,400	0	0%	$161.9K	$167.0K	+$5.1K	2026-10-28
Fulcrum Asset Management LLP	DECREASED	1,407	1,489	-82	-6%	$100.7K	$97.6K	-$3.1K	2026-11-04
Signaturefd, LLC	INCREASED	894	452	+442	+98%	$30.6K	$62.0K	+$31.4K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	751	18	+733	+4072%	$1.2K	$52.1K	+$50.9K	2026-10-08
US Bancorp \de\	UNCHANGED	739	739	0	0%	$50.0K	$51.3K	+$1.2K	2026-11-05
Parallel Advisors, LLC	INCREASED	633	17	+616	+3624%	$1.2K	$43.9K	+$42.8K	2026-11-03
Guardian Partners Inc.	UNCHANGED	488	488	0	0%	$33.0K	$33.9K	+$879	2026-10-21
BI Asset Management Fondsmaeglerselskab A/S	UNCHANGED	391	391	0	0%	$26	$27	+$1	2026-10-22
Fortitude Family Office, LLC	NEW	309	—	+309	—	—	$21.4K	—	2026-10-14
Simplex Trading, LLC	DECREASED	305	459	-154	-34%	$31.1K	$21.2K	-$9.9K	2026-11-04
Centerpoint Advisors, LLC	UNCHANGED	125	125	0	0%	$8	$9	+$1	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	122	22	+100	+455%	$1.5K	$8.5K	+$7.0K	2026-11-04
Rossby Financial, LCC	DECREASED	86	87	-1	-1%	$5.9K	$6.0K	+$78	2026-11-05
Physician Wealth Advisors, Inc.	INCREASED	85	70	+15	+21%	$4.7K	$5.9K	+$1.2K	2026-10-20
Hara Capital LLC	UNCHANGED	65	65	0	0%	$4.4K	$4.5K	+$110	2026-10-30
SBI Securities Co., Ltd.	UNCHANGED	59	59	0	0%	$4.0K	$4.1K	+$99	2026-10-22
Cassaday & Co Wealth Management LLC	UNCHANGED	53	53	0	0%	$3.6K	$3.7K	+$97	2026-10-27
Bell Investment Advisors, Inc	INCREASED	32	16	+16	+100%	$1.1K	$2.2K	+$1.1K	2026-10-29
Ascentis Independent Advisors	NEW	25	—	+25	—	—	$1.7K	—	2026-11-03
Trust Co	NEW	14	—	+14	—	—	$971	—	2026-10-09
Clark Wealth Partners	NEW	11	—	+11	—	—	$767	—	2026-10-19
Assetmark, Inc	UNCHANGED	9	9	0	0%	$609	$624	+$15	2026-10-21
TD Private Client Wealth LLC	UNCHANGED	7	7	0	0%	$474	$487	+$13	2026-10-28
Pinnacle Wealth Planning Services, Inc.	NEW	4	—	+4	—	—	$278	—	2026-10-27
Larson Financial Group LLC	UNCHANGED	4	4	0	0%	$271	$278	+$7	2026-11-05
MV Capital Management, Inc.	UNCHANGED	4	4	0	0%	$271	$278	+$7	2026-10-29
Albion Financial Group	NEW	3	—	+3	—	—	$205	—	2026-10-21
Larry Mathis Financial Planning, LLC	CLOSED	0	4,361	-4,361	-100%	$295.2K	$0	-$295.2K	2026-10-26
RMG Wealth Management LLC	CLOSED	0	29	-29	-100%	$2.0K	$0	-$2.0K	2026-10-26
FIL Ltd	N/A	—	8,729,285	-8,729,285	-100%	$590.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	3,757,506	-3,757,506	-100%	$254.3M	—	—	—
Royal Bank of Canada	N/A	—	3,492,021	-3,492,021	-100%	$236.4M	—	—	—
1832 Asset Management L.P.	N/A	—	1,795,555	-1,795,555	-100%	$121.5M	—	—	—
Donald Smith & Co., Inc.	N/A	—	1,629,983	-1,629,983	-100%	$110.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,497,850	-1,497,850	-100%	$101.4M	—	—	—
Letko, Brosseau & Associates Inc	N/A	—	1,417,956	-1,417,956	-100%	$96.0M	—	—	—
Manning & Napier Advisors LLC	N/A	—	1,091,402	-1,091,402	-100%	$73.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,015,410	-1,015,410	-100%	$68.7M	—	—	—
Bank of Montreal	N/A	—	831,932	-831,932	-100%	$56.3M	—	—	—
Atlas FRM LLC	N/A	—	740,000	-740,000	-100%	$50.1M	—	—	—
Van Eck Associates Corp	N/A	—	736,913	-736,913	-100%	$49.8M	—	—	—
Norges Bank	N/A	—	675,791	-675,791	-100%	$45.7M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	601,489	-601,489	-100%	$40.7M	—	—	—
FMR LLC	N/A	—	531,868	-531,868	-100%	$36.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	455,271	-455,271	-100%	$30.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	418,511	-418,511	-100%	$28.3M	—	—	—
SailingStone Capital Partners LLC	N/A	—	412,177	-412,177	-100%	$39.6M	—	—	—
Wellington Management Group LLP	N/A	—	316,578	-316,578	-100%	$21.4M	—	—	—
Robotti Robert	N/A	—	296,043	-296,043	-100%	$20.0M	—	—	—
Two Sigma Investments, LP	N/A	—	284,763	-284,763	-100%	$19.3M	—	—	—
American Century Companies Inc	N/A	—	260,759	-260,759	-100%	$17.7M	—	—	—
Invesco Ltd.	N/A	—	240,903	-240,903	-100%	$16.3M	—	—	—
Allianz Asset Management GmbH	N/A	—	205,255	-205,255	-100%	$13.9M	—	—	—
TD Asset Management Inc	N/A	—	191,504	-191,504	-100%	$13.0M	—	—	—
Nomura Asset Management International Inc.	N/A	—	190,590	-190,590	-100%	$12.9M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	182,731	-182,731	-100%	$12.4M	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	172,629	-172,629	-100%	$11.7M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	171,482	-171,482	-100%	$11.6M	—	—	—
Amundi	N/A	—	159,700	-159,700	-100%	$10.8M	—	—	—
Morgan Stanley	N/A	—	159,327	-159,327	-100%	$10.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	155,220	-155,220	-100%	$10.5M	—	—	—
Cerity Partners LLC	N/A	—	134,524	-134,524	-100%	$9.1M	—	—	—
UBS Group AG	N/A	—	133,836	-133,836	-100%	$9.1M	—	—	—
Storebrand Asset Management AS	N/A	—	130,660	-130,660	-100%	$8.8M	—	—	—
British Columbia Investment Management Corp	N/A	—	129,965	-129,965	-100%	$8.8M	—	—	—
VAN Lanschot Kempen Investment Management N.V.	N/A	—	128,361	-128,361	-100%	$12.3M	—	—	—
Swiss National Bank	N/A	—	107,300	-107,300	-100%	$7.2M	—	—	—
BlackRock, Inc.	N/A	—	105,440	-105,440	-100%	$7.1M	—	—	—
Toronto Dominion Bank	N/A	—	101,619	-101,619	-100%	$6.9M	—	—	—
Citadel Advisors LLC	N/A	—	93,044	-93,044	-100%	$6.3M	—	—	—
Barclays PLC	N/A	—	91,436	-91,436	-100%	$6.2M	—	—	—
Bank of Nova Scotia	N/A	—	87,060	-87,060	-100%	$5.9M	—	—	—
Lloyd Harbor Capital Management, LLC	N/A	—	85,000	-85,000	-100%	$5.8M	—	—	—
Bank of America Corp	N/A	—	81,739	-81,739	-100%	$5.5M	—	—	—
Legal & General Group Plc	N/A	—	72,942	-72,942	-100%	$4.9M	—	—	—
Geode Capital Management, LLC	N/A	—	65,516	-65,516	-100%	$4.5M	—	—	—
National Bank of Canada	N/A	—	54,744	-54,744	-100%	$3.6M	—	—	—
CIBC World Market Inc.	N/A	—	53,968	-53,968	-100%	$3.7M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	51,613	-51,613	-100%	$3.5M	—	—	—
Millennium Management LLC	N/A	—	46,546	-46,546	-100%	$3.2M	—	—	—
Nuveen, LLC	N/A	—	41,883	-41,883	-100%	$2.8M	—	—	—
Deutsche Bank Ag\	N/A	—	41,731	-41,731	-100%	$2.8M	—	—	—
Cinctive Capital Management LP	N/A	—	37,806	-37,806	-100%	$2.6M	—	—	—
Metis Global Partners, LLC	N/A	—	35,224	-35,224	-100%	$2.4M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	33,151	-33,151	-100%	$2.2M	—	—	—
Russell Investments Group, Ltd.	N/A	—	29,745	-29,745	-100%	$2.0M	—	—	—
Scotia Capital Inc.	N/A	—	29,274	-29,274	-100%	$1.9M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	27,594	-27,594	-100%	$1.9M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	23,566	-23,566	-100%	$1.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	21,975	-21,975	-100%	$1.5M	—	—	—
Aviso Financial Inc.	N/A	—	21,036	-21,036	-100%	$1.4M	—	—	—
Quantbot Technologies LP	N/A	—	18,894	-18,894	-100%	$1.3M	—	—	—
Guardian Capital LP	N/A	—	17,747	-17,747	-100%	$1.2M	—	—	—
XTX Topco Ltd	N/A	—	16,959	-16,959	-100%	$1.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	16,197	-16,197	-100%	$1.1M	—	—	—
Bank of Nova Scotia Trust Co	N/A	—	16,010	-16,010	-100%	$1.1M	—	—	—
Alberta Investment Management Corp	N/A	—	15,087	-15,087	-100%	$1.0M	—	—	—
Brandes Investment Partners, LP	N/A	—	14,469	-14,469	-100%	$979.4K	—	—	—
LPL Financial LLC	N/A	—	13,807	-13,807	-100%	$934.6K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	13,800	-13,800	-100%	$933.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	13,462	-13,462	-100%	$911.3K	—	—	—
CoreCommodity Management, LLC	N/A	—	12,092	-12,092	-100%	$817.3K	—	—	—
Canada Life Assurance Co	N/A	—	11,363	-11,363	-100%	$754	—	—	—
EJF Capital LP	N/A	—	10,000	-10,000	-100%	$676.9K	—	—	—
Cetera Investment Advisers	N/A	—	9,340	-9,340	-100%	$632.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	9,250	-9,250	-100%	$626.1K	—	—	—
Engineers Gate Manager LP	N/A	—	9,201	-9,201	-100%	$622.8K	—	—	—
Natixis	N/A	—	9,192	-9,192	-100%	$622.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	8,368	-8,368	-100%	$581.4K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	8,136	-8,136	-100%	$550.7K	—	—	—
Investment Management Corp of Ontario	N/A	—	8,071	-8,071	-100%	$546.3K	—	—	—
Alliancebernstein L.P.	N/A	—	7,476	-7,476	-100%	$488.1K	—	—	—
Wells Fargo & Company	N/A	—	7,296	-7,296	-100%	$493.2K	—	—	—
Brevan Howard Capital Management LP	N/A	—	6,520	-6,520	-100%	$441.3K	—	—	—
Renaissance Technologies LLC	N/A	—	6,500	-6,500	-100%	$440.0K	—	—	—
Trexquant Investment LP	N/A	—	6,372	-6,372	-100%	$431.3K	—	—	—
Turtle Creek Asset Management Inc.	N/A	—	5,750	-5,750	-100%	$389.2K	—	—	—
SEI Investments Co	N/A	—	5,553	-5,553	-100%	$375.9K	—	—	—
One Capital Management, LLC	N/A	—	5,423	-5,423	-100%	$353.1K	—	—	—
HRT Financial LP	N/A	—	5,314	-5,314	-100%	$359.0K	—	—	—
Prelude Capital Management, LLC	N/A	—	5,000	-5,000	-100%	$338.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,432	-4,432	-100%	$300.0K	—	—	—
Banco Bilbao Vizcaya Argentaria, S.A.	N/A	—	4,132	-4,132	-100%	$279.6K	—	—	—
Brookwood Investment Group LLC	N/A	—	4,075	-4,075	-100%	$275.8K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	4,007	-4,007	-100%	$271.2K	—	—	—
Public Sector Pension Investment Board	N/A	—	3,470	-3,470	-100%	$234.7K	—	—	—
AQR Capital Management LLC	N/A	—	3,166	-3,166	-100%	$214.1K	—	—	—
Aegis Financial Corp	N/A	—	3,142	-3,142	-100%	$212.6K	—	—	—
Nykredit A/S	N/A	—	2,300	-2,300	-100%	$155.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,121	-2,121	-100%	$143.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,960	-1,960	-100%	$132.7K	—	—	—
Purpose Unlimited Inc.	N/A	—	696	-696	-100%	$47.0K	—	—	—
EFG International AG	N/A	—	500	-500	-100%	$33.9K	—	—	—
Harbour Investments, Inc.	N/A	—	361	-361	-100%	$24.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	248	-248	-100%	$16.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	150	-150	-100%	$10.2K	—	—	—
Clearstead Advisors, LLC	N/A	—	140	-140	-100%	$9.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	105	-105	-100%	$7.1K	—	—	—
JPMorgan Chase & Co	N/A	—	104	-104	-100%	$7.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	47	-47	-100%	$3.2K	—	—	—
Cornerstone Financial Management LLC	N/A	—	30	-30	-100%	$2.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	27	-27	-100%	$1.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	24	-24	-100%	$1.6K	—	—	—
Allworth Financial LP	N/A	—	24	-24	-100%	$1.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	17	-17	-100%	$1.2K	—	—	—
Quarry LP	N/A	—	9	-9	-100%	$609	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$68	—	—	—
Institute for Wealth Management, Llc.	N/A	—	1	-1	-100%	$40	—	—	—

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