WEX Inc (WEX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares746,153 from 733,560

Change+12,593 (+2%)

Value$125.9M (+$22.4M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares616,275 from 671,582

Change-55,307 (-8%)

Value$118.0M (+$7.6M)

Filed 2026-11-06

Loring Wolcott & Coolidge Fiduciary Advisors LLP

DECREASED

Shares320,476 from 367,338

Change-46,862 (-13%)

Value$54.1M (+$2.2M)

Filed 2026-10-23

New South Capital Management Inc

DECREASED

Shares293,155 from 444,624

Change-151,469 (-34%)

Value$49.5M (-$13.3M)

Filed 2026-11-05

Bank of New York Mellon Corp

DECREASED

Shares196,670 from 217,396

Change-20,726 (-10%)

Value$33.2M (+$2.5M)

Filed 2026-11-05

Amundi

INCREASED

Shares93,500 from 14,784

Change+78,716 (+532%)

Value$15.8M (+$13.7M)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares79,867 from 83,127

Change-3,260 (-4%)

Value$13.5M (+$1.7M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares73,572 from 78,703

Change-5,131 (-7%)

Value$12.4M (+$1.3M)

Filed 2026-11-02

Thompson Siegel & Walmsley LLC

DECREASED

Shares63,883 from 85,428

Change-21,545 (-25%)

Value$10.8K (-$12.0M)

Filed 2026-11-05

Lightrock Netherlands B.V.

DECREASED

Shares52,810 from 86,800

Change-33,990 (-39%)

Value$8.9M (-$3.3M)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares46,992 from 15,898

Change+31,094 (+196%)

Value$7.9M (+$5.7M)

Filed 2026-11-04

BI Asset Management Fondsmaeglerselskab A/S

DECREASED

Shares46,544 from 98,341

Change-51,797 (-53%)

Value$7.9K (-$13.9M)

Filed 2026-10-22

Barclays PLC

INCREASED

Shares46,491 from 9,168

Change+37,323 (+407%)

Value$7.8M (+$6.5M)

Filed 2026-11-06

Seizert Capital Partners, LLC

DECREASED

Shares35,741 from 36,723

Change-982 (-3%)

Value$6.0M (+$848.3K)

Filed 2026-10-30

Swedbank AB

UNCHANGED

Shares35,300 from 35,300

Change0 (0%)

Value$6.0M (+$974.6K)

Filed 2026-10-27

New York State Teachers Retirement System

DECREASED

Shares34,895 from 41,012

Change-6,117 (-15%)

Value$5.9K (-$5.8M)

Filed 2026-10-22

Kestrel Investment Management Corp

DECREASED

Shares34,700 from 36,900

Change-2,200 (-6%)

Value$5.9M (+$647.7K)

Filed 2026-11-02

Retirement Systems of Alabama

DECREASED

Shares33,044 from 35,857

Change-2,813 (-8%)

Value$5.6M (+$515.5K)

Filed 2026-11-04

Crossmark Global Holdings, Inc.

DECREASED

Shares29,147 from 54,014

Change-24,867 (-46%)

Value$4.9M (-$2.7M)

Filed 2026-10-21

Deroy & Devereaux Private Investment Counsel Inc

DECREASED

Shares28,575 from 29,325

Change-750 (-3%)

Value$4.8K (-$4.1M)

Filed 2026-10-26

Illinois Municipal Retirement Fund

DECREASED

Shares28,251 from 30,917

Change-2,666 (-9%)

Value$4.8M (+$403.9K)

Filed 2026-11-05

Cambiar Investors LLC

DECREASED

Shares26,813 from 30,009

Change-3,196 (-11%)

Value$4.5M (+$289.4K)

Filed 2026-11-04

Long Road Investment Counsel, LLC

DECREASED

Shares25,999 from 27,904

Change-1,905 (-7%)

Value$4.4M (+$449.1K)

Filed 2026-11-04

Dana Investment Advisors, Inc.

DECREASED

Shares23,834 from 24,181

Change-347 (-1%)

Value$4.0M (+$609.1K)

Filed 2026-11-06

Foyston, Gordon & Payne Inc

DECREASED

Shares23,602 from 31,162

Change-7,560 (-24%)

Value$4.0M (-$415.0K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares22,531 from 25,373

Change-2,842 (-11%)

Value$3.8M (+$221.3K)

Filed 2026-11-05

Oppenheimer Asset Management Inc.

INCREASED

Shares15,459 from 15,379

Change+80 (+1%)

Value$2.6M (+$438.1K)

Filed 2026-10-27

Amalgamated Bank

DECREASED

Shares14,364 from 15,387

Change-1,023 (-7%)

Value$2.4K (-$2.2M)

Filed 2026-10-23

Williams Jones Wealth Management, Llc.

DECREASED

Shares14,210 from 18,476

Change-4,266 (-23%)

Value$2.4M (-$209.6K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

INCREASED

Shares13,920 from 10,749

Change+3,171 (+30%)

Value$2.3M (+$831.7K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares13,489 from 11,741

Change+1,748 (+15%)

Value$2.3M (+$619.1K)

Filed 2026-10-20

Oak Thistle LLC

INCREASED

Shares13,349 from 3,577

Change+9,772 (+273%)

Value$2.3M (+$1.7M)

Filed 2026-10-21

Artemis Investment Management LLP

INCREASED

Shares13,201 from 10,908

Change+2,293 (+21%)

Value$2.2M (+$688.0K)

Filed 2026-10-08

LPL Financial LLC

DECREASED

Shares12,635 from 13,868

Change-1,233 (-9%)

Value$2.1M (+$174.8K)

Filed 2026-11-06

Deutsche Bank Ag\

INCREASED

Shares12,178 from 10,662

Change+1,516 (+14%)

Value$2.1M (+$550.1K)

Filed 2026-11-06

Mutual of America Capital Management LLC

DECREASED

Shares11,678 from 12,865

Change-1,187 (-9%)

Value$2.0M (+$155.0K)

Filed 2026-10-23

State of New Jersey Common Pension Fund D

DECREASED

Shares10,946 from 12,304

Change-1,358 (-11%)

Value$1.8M (+$110.6K)

Filed 2026-11-05

Hussman Strategic Advisors, Inc.

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$1.8M (+$289.9K)

Filed 2026-11-02

Axxion S.A.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$1.7M (+$276.1K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares9,574 from 8,568

Change+1,006 (+12%)

Value$1.7M (+$320.3K)

Filed 2026-10-13

Louisiana State Employees Retirement System

DECREASED

Shares9,500 from 10,100

Change-600 (-6%)

Value$1.6M (+$177.6K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares9,277 from 9,087

Change+190 (+2%)

Value$1.6M (+$282.9K)

Filed 2026-11-03

Fulcrum Asset Management LLP

INCREASED

Shares9,225 from 8,557

Change+668 (+8%)

Value$1.6M (+$411.7K)

Filed 2026-11-04

Atria Investments, Inc

INCREASED

Shares8,854 from 8,275

Change+579 (+7%)

Value$1.5M (+$326.2K)

Filed 2026-10-15

Yousif Capital Management, LLC

DECREASED

Shares8,269 from 9,473

Change-1,204 (-13%)

Value$1.4M (+$58.4K)

Filed 2026-10-22

Radnor Capital Management, LLC

DECREASED

Shares7,880 from 7,890

Change-10 (0%)

Value$1.3M (+$216.2K)

Filed 2026-10-23

Thrivent Financial for Lutherans

DECREASED

Shares7,700 from 11,636

Change-3,936 (-34%)

Value$1.3K (-$1.6M)

Filed 2026-11-05

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

NEW

Shares7,647

Change+7,647

Value$1.3M

Filed 2026-11-03

State of Michigan Retirement System

DECREASED

Shares7,475 from 8,075

Change-600 (-7%)

Value$1.3M (+$121.7K)

Filed 2026-10-27

GHP Investment Advisors, Inc.

DECREASED

Shares7,266 from 7,697

Change-431 (-6%)

Value$1.2M (+$139.8K)

Filed 2026-10-15

New Mexico Educational Retirement Board

UNCHANGED

Shares7,200 from 7,200

Change0 (0%)

Value$1.2K (-$1.0M)

Filed 2026-11-05

Imc-Chicago, LLC

DECREASED

Shares6,756 from 11,164

Change-4,408 (-39%)

Value$1.1M (-$435.4K)

Filed 2026-11-05

Daiwa Securities Group Inc.

INCREASED

Shares6,707 from 6,534

Change+173 (+3%)

Value$1.1M (+$209.6K)

Filed 2026-10-29

Oregon Public Employees Retirement Fund

DECREASED

Shares6,640 from 7,179

Change-539 (-8%)

Value$1.1M (+$107.3K)

Filed 2026-10-30

Fifth Third Wealth Advisors LLC

INCREASED

Shares6,600 from 6,202

Change+398 (+6%)

Value$1.1M (+$238.4K)

Filed 2026-10-22

DekaBank Deutsche Girozentrale

INCREASED

Shares6,457 from 2,193

Change+4,264 (+194%)

Value$1.1K (+$755)

Filed 2026-10-27

Sepio Capital, LP

DECREASED

Shares5,129 from 5,301

Change-172 (-3%)

Value$865.3K (+$117.3K)

Filed 2026-10-22

Diversified Trust Co

NEW

Shares5,026

Change+5,026

Value$847.9K

Filed 2026-11-06

Pictet Asset Management Holding SA

UNCHANGED

Shares5,024 from 5,024

Change0 (0%)

Value$847.5K (+$138.7K)

Filed 2026-11-03

University of Texas S AM Investment Management Co

NEW

Shares4,923

Change+4,923

Value$830.5K

Filed 2026-11-03

Inspire Investing, LLC

DECREASED

Shares4,723 from 5,717

Change-994 (-17%)

Value$796.8K (-$9.7K)

Filed 2026-10-22

Creative Planning

DECREASED

Shares4,284 from 6,356

Change-2,072 (-33%)

Value$722.7K (-$174.1K)

Filed 2026-11-02

Xponance LLC

DECREASED

Shares3,954 from 4,366

Change-412 (-9%)

Value$667.0K (+$51.0K)

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares3,901 from 3,812

Change+89 (+2%)

Value$658.1K (+$120.3K)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares3,794 from 15,000

Change-11,206 (-75%)

Value$640.0K (-$1.5M)

Filed 2026-10-16

Swiss Life Asset Management Ltd

DECREASED

Shares3,621 from 3,896

Change-275 (-7%)

Value$610.9K (+$61.2K)

Filed 2026-11-03

Clark Asset Management, LLC

UNCHANGED

Shares3,265 from 3,265

Change0 (0%)

Value$550.8K (+$90.1K)

Filed 2026-10-19

Lecap Asset Management LTD

NEW

Shares3,251

Change+3,251

Value$548.4K

Filed 2026-10-27

Choreo, LLC

INCREASED

Shares3,187 from 3,077

Change+110 (+4%)

Value$537.7K (+$103.5K)

Filed 2026-10-28

State of Alaska, Department of Revenue

DECREASED

Shares3,038 from 4,964

Change-1,926 (-39%)

Value$512 (-$699.5K)

Filed 2026-10-15

Procyon Advisors, LLC

NEW

Shares3,001

Change+3,001

Value$506.3K

Filed 2026-10-21

Benin Management Corp

DECREASED

Shares2,941 from 3,041

Change-100 (-3%)

Value$496.1K (+$67.1K)

Filed 2026-10-22

Bath Savings Trust Co

DECREASED

Shares2,880 from 3,467

Change-587 (-17%)

Value$485.9K (-$3.3K)

Filed 2026-10-07

Simplex Trading, LLC

INCREASED

Shares2,844 from 2,399

Change+445 (+19%)

Value$479.8K (+$141.3K)

Filed 2026-11-04

Legacy Advisors, LLC

NEW

Shares2,807

Change+2,807

Value$473.5K

Filed 2026-10-19

SEB Asset Management AB

UNCHANGED

Shares2,790 from 2,790

Change0 (0%)

Value$470.7K (+$77.0K)

Filed 2026-11-04

Retirement Planning Co of New England, Inc.

DECREASED

Shares2,581 from 3,627

Change-1,046 (-29%)

Value$435.4K (-$76.3K)

Filed 2026-10-15

Blue Trust, Inc.

DECREASED

Shares2,396 from 2,587

Change-191 (-7%)

Value$404.3K (+$39.2K)

Filed 2026-10-15

Equitable Trust Co

UNCHANGED

Shares2,387 from 2,387

Change0 (0%)

Value$402.7K (+$65.9K)

Filed 2026-10-13

Securian Asset Management, Inc

DECREASED

Shares2,354 from 2,557

Change-203 (-8%)

Value$397.1K (-$23.0K)

Filed 2026-11-06

Virginia Retirement Systems ET Al

DECREASED

Shares2,300 from 28,019

Change-25,719 (-92%)

Value$388.0K (-$3.6M)

Filed 2026-10-28

Leuthold Group, LLC

NEW

Shares2,207

Change+2,207

Value$372.3K

Filed 2026-11-04

Bailard, Inc.

NEW

Shares2,200

Change+2,200

Value$371.1K

Filed 2026-10-13

Eukles Asset Management

INCREASED

Shares2,094 from 2,092

Change+2 (+0%)

Value$353.3K (+$58.1K)

Filed 2026-11-04

Maryland State Retirement & Pension System

INCREASED

Shares2,056 from 1,852

Change+204 (+11%)

Value$346.8K (+$85.5K)

Filed 2026-11-05

AlphaCore Capital LLC

NEW

Shares1,985

Change+1,985

Value$334.9K

Filed 2026-11-04

Portside Wealth Group, LLC

INCREASED

Shares1,981 from 1,959

Change+22 (+1%)

Value$334.2K (+$57.8K)

Filed 2026-10-20

Savant Capital, LLC

NEW

Shares1,975

Change+1,975

Value$333.2K

Filed 2026-11-06

Chicago Partners Investment Group LLC

INCREASED

Shares1,897 from 1,852

Change+45 (+2%)

Value$374.6K (+$57.0K)

Filed 2026-10-27

111 Capital

NEW

Shares1,860

Change+1,860

Value$313.8K

Filed 2026-11-03

Harbor Capital Advisors, Inc.

DECREASED

Shares1,745 from 10,733

Change-8,988 (-84%)

Value$294 (-$1.5M)

Filed 2026-10-22

US Bancorp \de\

DECREASED

Shares1,734 from 1,899

Change-165 (-9%)

Value$292.5K (+$24.6K)

Filed 2026-11-05

Chicago Capital, LLC

UNCHANGED

Shares1,728 from 1,728

Change0 (0%)

Value$291.5K (+$47.7K)

Filed 2026-10-13

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

NEW

Shares1,700

Change+1,700

Value$286.8K

Filed 2026-10-27

Net Worth Advisory Group

INCREASED

Shares1,551 from 1,428

Change+123 (+9%)

Value$261.5K (+$60.0K)

Filed 2026-10-20

Assenagon Asset Management S.A.

DECREASED

Shares1,379 from 1,472

Change-93 (-6%)

Value$232.6K (+$25.0K)

Filed 2026-10-15

Nykredit A/S

UNCHANGED

Shares1,344 from 1,344

Change0 (0%)

Value$226.7K (+$37.1K)

Filed 2026-11-06

Ashton Thomas Private Wealth, LLC

NEW

Shares1,325

Change+1,325

Value$223.5K

Filed 2026-11-03

Zions Bancorporation, National Association

DECREASED

Shares1,318 from 3,491

Change-2,173 (-62%)

Value$222.3K (-$270.2K)

Filed 2026-11-06

State of Wyoming

INCREASED

Shares1,318 from 927

Change+391 (+42%)

Value$222.3K (+$91.6K)

Filed 2026-10-28

CenterBook Partners LP

DECREASED

Shares1,282 from 55,870

Change-54,588 (-98%)

Value$216.3K (-$7.7M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares1,269 from 1,687

Change-418 (-25%)

Value$214.1K (-$23.9K)

Filed 2026-11-02

Compound Planning, Inc.

NEW

Shares1,266

Change+1,266

Value$213.6K

Filed 2026-11-05

Level Wealth Management LLC

NEW

Shares1,250

Change+1,250

Value$210.9K

Filed 2026-10-23

ProShare Advisors LLC

NEW

Shares1,218

Change+1,218

Value$205.5K

Filed 2026-10-29

Strs Ohio

DECREASED

Shares1,175 from 1,206

Change-31 (-3%)

Value$198.2K (+$28.1K)

Filed 2026-10-30

Bayforest Capital Ltd

INCREASED

Shares1,116 from 425

Change+691 (+163%)

Value$188.3K (+$128.3K)

Filed 2026-11-03

KBC Group NV

UNCHANGED

Shares1,046 from 1,046

Change0 (0%)

Value$176 (-$147.8K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares906 from 805

Change+101 (+13%)

Value$152.8K (+$39.3K)

Filed 2026-10-08

Clearstead Advisors, LLC

INCREASED

Shares880 from 875

Change+5 (+1%)

Value$148.5K (+$25.0K)

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares863 from 973

Change-110 (-11%)

Value$145.6K (+$8.3K)

Filed 2026-10-22

Parkside Financial Bank & Trust

INCREASED

Shares778 from 746

Change+32 (+4%)

Value$131.3K (+$26.0K)

Filed 2026-10-27

Eurizon Capital SGR S.p.A.

DECREASED

Shares647 from 1,034

Change-387 (-37%)

Value$111.1K (-$30.4K)

Filed 2026-11-06

Versant Capital Management, Inc

DECREASED

Shares620 from 655

Change-35 (-5%)

Value$104.6K (+$12.2K)

Filed 2026-10-02

Larson Financial Group LLC

INCREASED

Shares600 from 294

Change+306 (+104%)

Value$101.2K (+$59.7K)

Filed 2026-11-05

Hilltop National Bank

UNCHANGED

Shares577 from 577

Change0 (0%)

Value$97.3K (+$15.9K)

Filed 2026-10-14

UMB Bank, n.a.

INCREASED

Shares530 from 358

Change+172 (+48%)

Value$89.4K (+$38.9K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares519 from 314

Change+205 (+65%)

Value$87.6K (+$43.4K)

Filed 2026-10-08

Rothwell Investment Advisors, LLC

NEW

Shares444

Change+444

Value$74.9K

Filed 2026-11-06

Bangor Savings Bank

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$64.1K (+$10.5K)

Filed 2026-10-06

North Star Investment Management Corp.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$50.6K (+$8.3K)

Filed 2026-10-27

Reyes Financial Architecture, Inc.

NEW

Shares278

Change+278

Value$46.9K

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares269 from 371

Change-102 (-27%)

Value$45.4K (-$7.0K)

Filed 2026-11-04

Covestor Ltd

INCREASED

Shares267 from 135

Change+132 (+98%)

Value$45 (-$19.0K)

Filed 2026-10-30

Heritage Family Offices, LLP

NEW

Shares257

Change+257

Value$43.4K

Filed 2026-11-02

First Horizon Corp

DECREASED

Shares237 from 293

Change-56 (-19%)

Value$40.0K (-$1.4K)

Filed 2026-10-26

Ares Financial Consulting, LLC

UNCHANGED

Shares198 from 198

Change0 (0%)

Value$33.4K (+$5.5K)

Filed 2026-10-19

Wilmington Savings Fund Society, FSB

INCREASED

Shares172 from 156

Change+16 (+10%)

Value$29.0K (+$7.0K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$23.7K ($0)

Filed 2026-11-06

KFG LLC

NEW

Shares160

Change+160

Value$27.0K

Filed 2026-11-02

Root Financial Partners, LLC

NEW

Shares151

Change+151

Value$25.5K

Filed 2026-10-21

Natixis

NEW

Shares119

Change+119

Value$20.1K

Filed 2026-11-06

SJS Investment Consulting Inc.

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$19.9K (+$3.3K)

Filed 2026-10-26

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares101 from 101

Change0 (0%)

Value$17.0K (+$2.8K)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares97 from 101

Change-4 (-4%)

Value$16.4K (+$2.1K)

Filed 2026-10-05

Central Trust Co

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$15.4K (+$2.5K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares87 from 98

Change-11 (-11%)

Value$14.7K (+$850)

Filed 2026-10-16

Fortitude Family Office, LLC

INCREASED

Shares75 from 21

Change+54 (+257%)

Value$12.7K (+$9.7K)

Filed 2026-10-14

Lodestone Wealth Management LLC

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$12.5K (+$2.0K)

Filed 2026-10-14

True Wealth Design, LLC

INCREASED

Shares68 from 32

Change+36 (+113%)

Value$11.5K (+$7.0K)

Filed 2026-10-13

Kelleher Financial Advisors

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$11.0K (+$1.8K)

Filed 2026-10-30

Parallel Advisors, LLC

INCREASED

Shares61 from 33

Change+28 (+85%)

Value$10.3K (+$5.6K)

Filed 2026-11-03

Essential Partners LLC

DECREASED

Shares52 from 286

Change-234 (-82%)

Value$8.8K (-$31.6K)

Filed 2026-10-14

Bank Julius Baer & Co. Ltd, Zurich

NEW

Shares45

Change+45

Value$7.6K

Filed 2026-10-29

Capital Advisors, Ltd. LLC

INCREASED

Shares45 from 38

Change+7 (+18%)

Value$8 (+$3)

Filed 2026-10-27

Elevation Wealth Partners, LLC

INCREASED

Shares43 from 11

Change+32 (+291%)

Value$7.3K (+$5.7K)

Filed 2026-10-07

Signaturefd, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$6.9K (+$1.1K)

Filed 2026-10-23

Pension & Wealth Management Advisors, Inc.

NEW

Shares39

Change+39

Value$6.6K

Filed 2026-10-16

Financial Consulate, Inc

NEW

Shares37

Change+37

Value$6.2K

Filed 2026-10-23

J.Safra Asset Management Corp

INCREASED

Shares36 from 26

Change+10 (+38%)

Value$6.1K (+$2.4K)

Filed 2026-11-03

Elyxium Wealth, LLC

NEW

Shares34

Change+34

Value$5.7K

Filed 2026-10-27

Rossby Financial, LCC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$5.4K (+$883)

Filed 2026-11-05

Farmers & Merchants Investments Inc

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$5.2K (+$856)

Filed 2026-10-22

JFS Wealth Advisors, LLC

INCREASED

Shares30 from 29

Change+1 (+3%)

Value$5.1K (+$969)

Filed 2026-11-03

Activest Wealth Management

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$4.9K (+$800)

Filed 2026-10-15

Signature Equity Partners, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$4.7K (+$773)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares25

Change+25

Value$4.2K

Filed 2026-10-30

Concord Wealth Partners

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$4.0K (+$663)

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$3.7K (+$607)

Filed 2026-10-21

Owl Creek Wealth Partners LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$3.4K (+$552)

Filed 2026-10-20

PFS Partners, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$3.0K (+$497)

Filed 2026-10-21

West Paces Advisors Inc.

DECREASED

Shares17 from 37

Change-20 (-54%)

Value$2.9K (-$2.4K)

Filed 2026-10-13

Highline Wealth Partners LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.7K (+$442)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares15 from 9

Change+6 (+67%)

Value$2.5K (+$1.3K)

Filed 2026-10-27

Mather Group, Llc.

NEW

Shares14

Change+14

Value$2.4K

Filed 2026-10-14

Creative Capital Management Investments LLC

INCREASED

Shares14 from 11

Change+3 (+27%)

Value$2.4K (+$810)

Filed 2026-10-28

Cromwell Holdings LLC

INCREASED

Shares12 from 6

Change+6 (+100%)

Value$2.0K (+$1.2K)

Filed 2026-10-28

Acumen Wealth Advisors, LLC

NEW

Shares11

Change+11

Value$1.9K

Filed 2026-11-05

Bay Harbor Wealth Management, LLC

DECREASED

Shares11 from 12

Change-1 (-8%)

Value$1.9K (+$163)

Filed 2026-11-03

Financial Management Professionals, Inc.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.9K (+$304)

Filed 2026-10-23

MV Capital Management, Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$1.4K (+$221)

Filed 2026-10-29

Retirement Wealth Solutions LLC

NEW

Shares6

Change+6

Value$1.0K

Filed 2026-10-07

Creative Financial Designs Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1.0K (+$165)

Filed 2026-11-04

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1.0K (+$166)

Filed 2026-10-16

Nemes Rush Group LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1.0K (+$165)

Filed 2026-11-04

Brown, Lisle Ings, Inc.

DECREASED

Shares5 from 7

Change-2 (-29%)

Value$844 (-$144)

Filed 2026-10-16

GoalVest Advisory LLC

NEW

Shares4

Change+4

Value$675

Filed 2026-10-02

Bell Investment Advisors, Inc

DECREASED

Shares4 from 8

Change-4 (-50%)

Value$675 (-$454)

Filed 2026-10-29

Silver Grove Financial Group, Inc.

INCREASED

Shares4 from 1

Change+3 (+300%)

Value$675 (+$534)

Filed 2026-11-05

Bare Financial Services, Inc

NEW

Shares3

Change+3

Value$506

Filed 2026-11-04

Hughes Financial Services, LLC

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$550 (+$268)

Filed 2026-10-30

Golden State Wealth Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$506 (+$83)

Filed 2026-11-02

TD Private Client Wealth LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$506 (+$83)

Filed 2026-10-28

Trust Co of Vermont

NEW

Shares2

Change+2

Value$337

Filed 2026-10-21

Valley National Advisers Inc

NEW

Shares2

Change+2

Value$338

Filed 2026-10-23

DecisionPoint Financial, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$338 (+$195)

Filed 2026-10-27

Proathlete Wealth Management LLC

NEW

Shares1

Change+1

Value$168

Filed 2026-10-15

WPG Advisers, LLC

NEW

Shares1

Change+1

Value$169

Filed 2026-10-27

Birch Financial Group, LLC

NEW

Shares1

Change+1

Value$121

Filed 2026-10-27

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$169 (+$27)

Filed 2026-10-26

Burney Co/

CLOSED

Shares0 from 15,123

Change-15,123 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-15

Henshaw Capital LLC

CLOSED

Shares0 from 13,362

Change-13,362 (-100%)

Value$0 (-$1.9M)

Filed 2026-11-03

William Blair Investment Management, LLC

CLOSED

Shares0 from 2,943

Change-2,943 (-100%)

Value$0 (-$415.2K)

Filed 2026-11-06

MCF Advisors LLC

CLOSED

Shares0 from 784

Change-784 (-100%)

Value$0 (-$110.6K)

Filed 2026-10-28

Paradigm Asset Management Co LLC

CLOSED

Shares0 from 480

Change-480 (-100%)

Value$0 (-$67.7K)

Filed 2026-11-05

Exchange Traded Concepts, LLC

CLOSED

Shares0 from 459

Change-459 (-100%)

Value$0 (-$64.8K)

Filed 2026-10-28

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 251

Change-251 (-100%)

Value$0 (-$35.4K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$15.7K)

Filed 2026-11-02

Trust Co of Toledo NA

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$15.2K)

Filed 2026-10-16

Private Trust Co NA

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-20

Clearstead Trust, LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$3.0K)

Filed 2026-11-06

First Command Advisory Services, Inc.

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-05

Investors Research Corp

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$988)

Filed 2026-10-07

Cornerstone Planning Group LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$778)

Filed 2026-10-16

Private Wealth Management Group, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$565)

Filed 2026-10-19

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

Jupiter Topco LLC

N/A

Shares— from 3,967,061

Change-3,967,061 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,167,005

Change-3,167,005 (-100%)

Value—

PAR Capital Management Inc

N/A

Shares— from 2,254,984

Change-2,254,984 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,949,295

Change-1,949,295 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,801,385

Change-1,801,385 (-100%)

Value—

Impactive Capital LPA

N/A

Shares— from 1,707,253

Change-1,707,253 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,513,612

Change-1,513,612 (-100%)

Value—

Boston Partners

N/A

Shares— from 1,493,028

Change-1,493,028 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,430,765

Change-1,430,765 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,133,228

Change-1,133,228 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 857,373

Change-857,373 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 815,695

Change-815,695 (-100%)

Value—

Lyrical Asset Management LP

N/A

Shares— from 770,524

Change-770,524 (-100%)

Value—

Turtle Creek Asset Management Inc.

N/A

Shares— from 728,088

Change-728,088 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 582,786

Change-582,786 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 549,632

Change-549,632 (-100%)

Value—

Capital World Investors

N/A

Shares— from 547,682

Change-547,682 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 487,579

Change-487,579 (-100%)

Value—

Snyder Capital Management L P

N/A

Shares— from 466,244

Change-466,244 (-100%)

Value—

River Road Asset Management, LLC

N/A

Shares— from 424,915

Change-424,915 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 386,978

Change-386,978 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 381,242

Change-381,242 (-100%)

Value—

Norges Bank

N/A

Shares— from 365,109

Change-365,109 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 351,672

Change-351,672 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 349,233

Change-349,233 (-100%)

Value—

UBS Group AG

N/A

Shares— from 342,363

Change-342,363 (-100%)

Value—

Ariel Investments, LLC

N/A

Shares— from 331,383

Change-331,383 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 317,400

Change-317,400 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 306,816

Change-306,816 (-100%)

Value—

Hawk Ridge Capital Management LP

N/A

Shares— from 245,411

Change-245,411 (-100%)

Value—

Solel Partners LP

N/A

Shares— from 222,387

Change-222,387 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 218,743

Change-218,743 (-100%)

Value—

Sunriver Management LLC

N/A

Shares— from 202,518

Change-202,518 (-100%)

Value—

Lakewood Capital Management, LP

N/A

Shares— from 200,968

Change-200,968 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 200,003

Change-200,003 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 185,702

Change-185,702 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 178,606

Change-178,606 (-100%)

Value—

Incline Global Management LLC

N/A

Shares— from 174,922

Change-174,922 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 170,685

Change-170,685 (-100%)

Value—

Meridiem Capital Partners LP

N/A

Shares— from 160,776

Change-160,776 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 153,020

Change-153,020 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 134,942

Change-134,942 (-100%)

Value—

Lone Peak Global Investors LLC

N/A

Shares— from 127,062

Change-127,062 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 120,532

Change-120,532 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 119,877

Change-119,877 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 109,924

Change-109,924 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 105,297

Change-105,297 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 101,925

Change-101,925 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 97,569

Change-97,569 (-100%)

Value—

Alta FOX Capital Management, LLC

N/A

Shares— from 91,000

Change-91,000 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 90,827

Change-90,827 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 88,419

Change-88,419 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 87,926

Change-87,926 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 86,892

Change-86,892 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 82,330

Change-82,330 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 70,802

Change-70,802 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 66,411

Change-66,411 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 66,026

Change-66,026 (-100%)

Value—

Spinnaker Trust

N/A

Shares— from 65,963

Change-65,963 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 65,413

Change-65,413 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 61,842

Change-61,842 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 57,705

Change-57,705 (-100%)

Value—

Primecap Management Co

N/A

Shares— from 54,660

Change-54,660 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 47,663

Change-47,663 (-100%)

Value—

Gillson Capital LP

N/A

Shares— from 45,608

Change-45,608 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 43,625

Change-43,625 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 43,171

Change-43,171 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 42,899

Change-42,899 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 42,395

Change-42,395 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 42,214

Change-42,214 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 40,128

Change-40,128 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 38,186

Change-38,186 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 38,008

Change-38,008 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 38,004

Change-38,004 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 36,689

Change-36,689 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 36,621

Change-36,621 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 36,137

Change-36,137 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 35,391

Change-35,391 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 35,308

Change-35,308 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 34,923

Change-34,923 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,156

Change-33,156 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 32,314

Change-32,314 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 30,791

Change-30,791 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 30,165

Change-30,165 (-100%)

Value—

Jacobs Asset Management, LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 29,538

Change-29,538 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 29,500

Change-29,500 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 27,036

Change-27,036 (-100%)

Value—

Sone Capital Management, LLC

N/A

Shares— from 26,285

Change-26,285 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 24,664

Change-24,664 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 23,741

Change-23,741 (-100%)

Value—

Clark Estates Inc

N/A

Shares— from 21,800

Change-21,800 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 19,656

Change-19,656 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 19,479

Change-19,479 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 18,537

Change-18,537 (-100%)

Value—

Martin & Co Inc

N/A

Shares— from 17,690

Change-17,690 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 16,977

Change-16,977 (-100%)

Value—

Blair William & Co

N/A

Shares— from 16,861

Change-16,861 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 16,777

Change-16,777 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 16,747

Change-16,747 (-100%)

Value—

Cander Asset Management LP

N/A

Shares— from 15,900

Change-15,900 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 15,871

Change-15,871 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 15,473

Change-15,473 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 14,569

Change-14,569 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 14,385

Change-14,385 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,990

Change-12,990 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 12,616

Change-12,616 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 12,090

Change-12,090 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 11,544

Change-11,544 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 11,487

Change-11,487 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 11,097

Change-11,097 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 11,020

Change-11,020 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 10,513

Change-10,513 (-100%)

Value—

Twin Tree Management, LP

N/A

Shares— from 9,793

Change-9,793 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 9,768

Change-9,768 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 9,680

Change-9,680 (-100%)

Value—

Varcov Co.

N/A

Shares— from 8,924

Change-8,924 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 8,297

Change-8,297 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 8,200

Change-8,200 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 8,200

Change-8,200 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 8,190

Change-8,190 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 7,865

Change-7,865 (-100%)

Value—

Northwestern Mutual Investment Management Company, LLC

N/A

Shares— from 7,798

Change-7,798 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 6,982

Change-6,982 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,934

Change-6,934 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 6,868

Change-6,868 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 6,741

Change-6,741 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 6,233

Change-6,233 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,172

Change-6,172 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 6,016

Change-6,016 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 5,986

Change-5,986 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 5,842

Change-5,842 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,817

Change-5,817 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 5,386

Change-5,386 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 5,084

Change-5,084 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 5,036

Change-5,036 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 5,009

Change-5,009 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,981

Change-4,981 (-100%)

Value—

Storgate, LLC

N/A

Shares— from 4,770

Change-4,770 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 4,758

Change-4,758 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 4,751

Change-4,751 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 4,652

Change-4,652 (-100%)

Value—

CSS LLC

N/A

Shares— from 4,540

Change-4,540 (-100%)

Value—

Dockside LLC

N/A

Shares— from 4,276

Change-4,276 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,275

Change-4,275 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 4,200

Change-4,200 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,171

Change-4,171 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 4,123

Change-4,123 (-100%)

Value—

Watershed Asset Management, L.L.C.

N/A

Shares— from 4,043

Change-4,043 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 4,030

Change-4,030 (-100%)

Value—

Aurora Investment Counsel

N/A

Shares— from 4,006

Change-4,006 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 3,989

Change-3,989 (-100%)

Value—

Commerce Bank

N/A

Shares— from 3,964

Change-3,964 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 3,890

Change-3,890 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 3,866

Change-3,866 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,711

Change-3,711 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 3,706

Change-3,706 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,700

Change-3,700 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,593

Change-3,593 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 3,507

Change-3,507 (-100%)

Value—

&partners

N/A

Shares— from 3,464

Change-3,464 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 3,462

Change-3,462 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,376

Change-3,376 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,369

Change-3,369 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 3,309

Change-3,309 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,253

Change-3,253 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,214

Change-3,214 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 3,100

Change-3,100 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 3,071

Change-3,071 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 3,045

Change-3,045 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 2,965

Change-2,965 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 2,951

Change-2,951 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 2,946

Change-2,946 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 2,939

Change-2,939 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 2,884

Change-2,884 (-100%)

Value—

Stephens Inc

N/A

Shares— from 2,859

Change-2,859 (-100%)

Value—

Sound Capital Solutions LLC

N/A

Shares— from 2,841

Change-2,841 (-100%)

Value—

Optimize Financial Inc.

N/A

Shares— from 2,841

Change-2,841 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,810

Change-2,810 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 2,667

Change-2,667 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,529

Change-2,529 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 2,497

Change-2,497 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 2,478

Change-2,478 (-100%)

Value—

Wilkinson Global Asset Management LLC

N/A

Shares— from 2,450

Change-2,450 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 2,440

Change-2,440 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 2,283

Change-2,283 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 2,151

Change-2,151 (-100%)

Value—

Index Technologies Group LLC

N/A

Shares— from 2,112

Change-2,112 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 2,082

Change-2,082 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 2,027

Change-2,027 (-100%)

Value—

Worldquant Millennium Advisors LLC

N/A

Shares— from 1,976

Change-1,976 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 1,971

Change-1,971 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 1,906

Change-1,906 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 1,879

Change-1,879 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,853

Change-1,853 (-100%)

Value—

Utah Retirement Systems

N/A

Shares— from 1,794

Change-1,794 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 1,736

Change-1,736 (-100%)

Value—

Knollwood Investment Advisory, LLC

N/A

Shares— from 1,674

Change-1,674 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 1,657

Change-1,657 (-100%)

Value—

Claret Asset Management Corp

N/A

Shares— from 1,650

Change-1,650 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 1,579

Change-1,579 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 1,571

Change-1,571 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 1,562

Change-1,562 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 1,558

Change-1,558 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,496

Change-1,496 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 1,439

Change-1,439 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 1,312

Change-1,312 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 610

Change-610 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 591

Change-591 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 587

Change-587 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 490

Change-490 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 487

Change-487 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 402

Change-402 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 293

Change-293 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 236

Change-236 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 207

Change-207 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 184

Change-184 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 184

Change-184 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 168

Change-168 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 153

Change-153 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Core Alternative Capital

N/A

Shares— from 146

Change-146 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 140

Change-140 (-100%)

Value—

Quarry LP

N/A

Shares— from 123

Change-123 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 73

Change-73 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 67

Change-67 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 37

Change-37 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 21

Change-21 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 19

Change-19 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 12

Change-12 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	746,153	733,560	+12,593	+2%	$103.5M	$125.9M	+$22.4M	2026-11-04
Geode Capital Management, LLC	DECREASED	616,275	671,582	-55,307	-8%	$110.4M	$118.0M	+$7.6M	2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP	DECREASED	320,476	367,338	-46,862	-13%	$51.8M	$54.1M	+$2.2M	2026-10-23
New South Capital Management Inc	DECREASED	293,155	444,624	-151,469	-34%	$62.7M	$49.5M	-$13.3M	2026-11-05
Bank of New York Mellon Corp	DECREASED	196,670	217,396	-20,726	-10%	$30.7M	$33.2M	+$2.5M	2026-11-05
Amundi	INCREASED	93,500	14,784	+78,716	+532%	$2.1M	$15.8M	+$13.7M	2026-11-06
Russell Investments Group, Ltd.	DECREASED	79,867	83,127	-3,260	-4%	$11.7M	$13.5M	+$1.7M	2026-11-06
Principal Financial Group Inc	DECREASED	73,572	78,703	-5,131	-7%	$11.1M	$12.4M	+$1.3M	2026-11-02
Thompson Siegel & Walmsley LLC	DECREASED	63,883	85,428	-21,545	-25%	$12.1M	$10.8K	-$12.0M	2026-11-05
Lightrock Netherlands B.V.	DECREASED	52,810	86,800	-33,990	-39%	$12.2M	$8.9M	-$3.3M	2026-11-06
Citigroup Inc	INCREASED	46,992	15,898	+31,094	+196%	$2.2M	$7.9M	+$5.7M	2026-11-04
BI Asset Management Fondsmaeglerselskab A/S	DECREASED	46,544	98,341	-51,797	-53%	$13.9M	$7.9K	-$13.9M	2026-10-22
Barclays PLC	INCREASED	46,491	9,168	+37,323	+407%	$1.3M	$7.8M	+$6.5M	2026-11-06
Seizert Capital Partners, LLC	DECREASED	35,741	36,723	-982	-3%	$5.2M	$6.0M	+$848.3K	2026-10-30
Swedbank AB	UNCHANGED	35,300	35,300	0	0%	$5.0M	$6.0M	+$974.6K	2026-10-27
New York State Teachers Retirement System	DECREASED	34,895	41,012	-6,117	-15%	$5.8M	$5.9K	-$5.8M	2026-10-22
Kestrel Investment Management Corp	DECREASED	34,700	36,900	-2,200	-6%	$5.2M	$5.9M	+$647.7K	2026-11-02
Retirement Systems of Alabama	DECREASED	33,044	35,857	-2,813	-8%	$5.1M	$5.6M	+$515.5K	2026-11-04
Crossmark Global Holdings, Inc.	DECREASED	29,147	54,014	-24,867	-46%	$7.6M	$4.9M	-$2.7M	2026-10-21
Deroy & Devereaux Private Investment Counsel Inc	DECREASED	28,575	29,325	-750	-3%	$4.1M	$4.8K	-$4.1M	2026-10-26
Illinois Municipal Retirement Fund	DECREASED	28,251	30,917	-2,666	-9%	$4.4M	$4.8M	+$403.9K	2026-11-05
Cambiar Investors LLC	DECREASED	26,813	30,009	-3,196	-11%	$4.2M	$4.5M	+$289.4K	2026-11-04
Long Road Investment Counsel, LLC	DECREASED	25,999	27,904	-1,905	-7%	$3.9M	$4.4M	+$449.1K	2026-11-04
Dana Investment Advisors, Inc.	DECREASED	23,834	24,181	-347	-1%	$3.4M	$4.0M	+$609.1K	2026-11-06
Foyston, Gordon & Payne Inc	DECREASED	23,602	31,162	-7,560	-24%	$4.4M	$4.0M	-$415.0K	2026-11-02
Fifth Third Bancorp	DECREASED	22,531	25,373	-2,842	-11%	$3.6M	$3.8M	+$221.3K	2026-11-05
Oppenheimer Asset Management Inc.	INCREASED	15,459	15,379	+80	+1%	$2.2M	$2.6M	+$438.1K	2026-10-27
Amalgamated Bank	DECREASED	14,364	15,387	-1,023	-7%	$2.2M	$2.4K	-$2.2M	2026-10-23
Williams Jones Wealth Management, Llc.	DECREASED	14,210	18,476	-4,266	-23%	$2.6M	$2.4M	-$209.6K	2026-11-05
PNC Financial Services Group, Inc.	INCREASED	13,920	10,749	+3,171	+30%	$1.5M	$2.3M	+$831.7K	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	13,489	11,741	+1,748	+15%	$1.7M	$2.3M	+$619.1K	2026-10-20
Oak Thistle LLC	INCREASED	13,349	3,577	+9,772	+273%	$504.7K	$2.3M	+$1.7M	2026-10-21
Artemis Investment Management LLP	INCREASED	13,201	10,908	+2,293	+21%	$1.5M	$2.2M	+$688.0K	2026-10-08
LPL Financial LLC	DECREASED	12,635	13,868	-1,233	-9%	$2.0M	$2.1M	+$174.8K	2026-11-06
Deutsche Bank Ag\	INCREASED	12,178	10,662	+1,516	+14%	$1.5M	$2.1M	+$550.1K	2026-11-06
Mutual of America Capital Management LLC	DECREASED	11,678	12,865	-1,187	-9%	$1.8M	$2.0M	+$155.0K	2026-10-23
State of New Jersey Common Pension Fund D	DECREASED	10,946	12,304	-1,358	-11%	$1.7M	$1.8M	+$110.6K	2026-11-05
Hussman Strategic Advisors, Inc.	UNCHANGED	10,500	10,500	0	0%	$1.5M	$1.8M	+$289.9K	2026-11-02
Axxion S.A.	UNCHANGED	10,000	10,000	0	0%	$1.4M	$1.7M	+$276.1K	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	9,574	8,568	+1,006	+12%	$1.3M	$1.7M	+$320.3K	2026-10-13
Louisiana State Employees Retirement System	DECREASED	9,500	10,100	-600	-6%	$1.4M	$1.6M	+$177.6K	2026-10-20
Arizona State Retirement System	INCREASED	9,277	9,087	+190	+2%	$1.3M	$1.6M	+$282.9K	2026-11-03
Fulcrum Asset Management LLP	INCREASED	9,225	8,557	+668	+8%	$1.2M	$1.6M	+$411.7K	2026-11-04
Atria Investments, Inc	INCREASED	8,854	8,275	+579	+7%	$1.2M	$1.5M	+$326.2K	2026-10-15
Yousif Capital Management, LLC	DECREASED	8,269	9,473	-1,204	-13%	$1.3M	$1.4M	+$58.4K	2026-10-22
Radnor Capital Management, LLC	DECREASED	7,880	7,890	-10	0%	$1.1M	$1.3M	+$216.2K	2026-10-23
Thrivent Financial for Lutherans	DECREASED	7,700	11,636	-3,936	-34%	$1.6M	$1.3K	-$1.6M	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	NEW	7,647	—	+7,647	—	—	$1.3M	—	2026-11-03
State of Michigan Retirement System	DECREASED	7,475	8,075	-600	-7%	$1.1M	$1.3M	+$121.7K	2026-10-27
GHP Investment Advisors, Inc.	DECREASED	7,266	7,697	-431	-6%	$1.1M	$1.2M	+$139.8K	2026-10-15
New Mexico Educational Retirement Board	UNCHANGED	7,200	7,200	0	0%	$1.0M	$1.2K	-$1.0M	2026-11-05
Imc-Chicago, LLC	DECREASED	6,756	11,164	-4,408	-39%	$1.6M	$1.1M	-$435.4K	2026-11-05
Daiwa Securities Group Inc.	INCREASED	6,707	6,534	+173	+3%	$921.9K	$1.1M	+$209.6K	2026-10-29
Oregon Public Employees Retirement Fund	DECREASED	6,640	7,179	-539	-8%	$1.0M	$1.1M	+$107.3K	2026-10-30
Fifth Third Wealth Advisors LLC	INCREASED	6,600	6,202	+398	+6%	$875.0K	$1.1M	+$238.4K	2026-10-22
DekaBank Deutsche Girozentrale	INCREASED	6,457	2,193	+4,264	+194%	$335	$1.1K	+$755	2026-10-27
Sepio Capital, LP	DECREASED	5,129	5,301	-172	-3%	$747.9K	$865.3K	+$117.3K	2026-10-22
Diversified Trust Co	NEW	5,026	—	+5,026	—	—	$847.9K	—	2026-11-06
Pictet Asset Management Holding SA	UNCHANGED	5,024	5,024	0	0%	$708.8K	$847.5K	+$138.7K	2026-11-03
University of Texas S AM Investment Management Co	NEW	4,923	—	+4,923	—	—	$830.5K	—	2026-11-03
Inspire Investing, LLC	DECREASED	4,723	5,717	-994	-17%	$806.5K	$796.8K	-$9.7K	2026-10-22
Creative Planning	DECREASED	4,284	6,356	-2,072	-33%	$896.8K	$722.7K	-$174.1K	2026-11-02
Xponance LLC	DECREASED	3,954	4,366	-412	-9%	$616.0K	$667.0K	+$51.0K	2026-11-03
Truist Financial Corp	INCREASED	3,901	3,812	+89	+2%	$537.8K	$658.1K	+$120.3K	2026-10-30
Y-Intercept (Hong Kong) Ltd	DECREASED	3,794	15,000	-11,206	-75%	$2.1M	$640.0K	-$1.5M	2026-10-16
Swiss Life Asset Management Ltd	DECREASED	3,621	3,896	-275	-7%	$549.7K	$610.9K	+$61.2K	2026-11-03
Clark Asset Management, LLC	UNCHANGED	3,265	3,265	0	0%	$460.7K	$550.8K	+$90.1K	2026-10-19
Lecap Asset Management LTD	NEW	3,251	—	+3,251	—	—	$548.4K	—	2026-10-27
Choreo, LLC	INCREASED	3,187	3,077	+110	+4%	$434.1K	$537.7K	+$103.5K	2026-10-28
State of Alaska, Department of Revenue	DECREASED	3,038	4,964	-1,926	-39%	$700.0K	$512	-$699.5K	2026-10-15
Procyon Advisors, LLC	NEW	3,001	—	+3,001	—	—	$506.3K	—	2026-10-21
Benin Management Corp	DECREASED	2,941	3,041	-100	-3%	$429.1K	$496.1K	+$67.1K	2026-10-22
Bath Savings Trust Co	DECREASED	2,880	3,467	-587	-17%	$489.2K	$485.9K	-$3.3K	2026-10-07
Simplex Trading, LLC	INCREASED	2,844	2,399	+445	+19%	$338.5K	$479.8K	+$141.3K	2026-11-04
Legacy Advisors, LLC	NEW	2,807	—	+2,807	—	—	$473.5K	—	2026-10-19
SEB Asset Management AB	UNCHANGED	2,790	2,790	0	0%	$393.6K	$470.7K	+$77.0K	2026-11-04
Retirement Planning Co of New England, Inc.	DECREASED	2,581	3,627	-1,046	-29%	$511.7K	$435.4K	-$76.3K	2026-10-15
Blue Trust, Inc.	DECREASED	2,396	2,587	-191	-7%	$365.0K	$404.3K	+$39.2K	2026-10-15
Equitable Trust Co	UNCHANGED	2,387	2,387	0	0%	$336.8K	$402.7K	+$65.9K	2026-10-13
Securian Asset Management, Inc	DECREASED	2,354	2,557	-203	-8%	$420.1K	$397.1K	-$23.0K	2026-11-06
Virginia Retirement Systems ET Al	DECREASED	2,300	28,019	-25,719	-92%	$4.0M	$388.0K	-$3.6M	2026-10-28
Leuthold Group, LLC	NEW	2,207	—	+2,207	—	—	$372.3K	—	2026-11-04
Bailard, Inc.	NEW	2,200	—	+2,200	—	—	$371.1K	—	2026-10-13
Eukles Asset Management	INCREASED	2,094	2,092	+2	+0%	$295.2K	$353.3K	+$58.1K	2026-11-04
Maryland State Retirement & Pension System	INCREASED	2,056	1,852	+204	+11%	$261.3K	$346.8K	+$85.5K	2026-11-05
AlphaCore Capital LLC	NEW	1,985	—	+1,985	—	—	$334.9K	—	2026-11-04
Portside Wealth Group, LLC	INCREASED	1,981	1,959	+22	+1%	$276.4K	$334.2K	+$57.8K	2026-10-20
Savant Capital, LLC	NEW	1,975	—	+1,975	—	—	$333.2K	—	2026-11-06
Chicago Partners Investment Group LLC	INCREASED	1,897	1,852	+45	+2%	$317.6K	$374.6K	+$57.0K	2026-10-27
111 Capital	NEW	1,860	—	+1,860	—	—	$313.8K	—	2026-11-03
Harbor Capital Advisors, Inc.	DECREASED	1,745	10,733	-8,988	-84%	$1.5M	$294	-$1.5M	2026-10-22
US Bancorp \de\	DECREASED	1,734	1,899	-165	-9%	$267.9K	$292.5K	+$24.6K	2026-11-05
Chicago Capital, LLC	UNCHANGED	1,728	1,728	0	0%	$243.8K	$291.5K	+$47.7K	2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	1,700	—	+1,700	—	—	$286.8K	—	2026-10-27
Net Worth Advisory Group	INCREASED	1,551	1,428	+123	+9%	$201.5K	$261.5K	+$60.0K	2026-10-20
Assenagon Asset Management S.A.	DECREASED	1,379	1,472	-93	-6%	$207.7K	$232.6K	+$25.0K	2026-10-15
Nykredit A/S	UNCHANGED	1,344	1,344	0	0%	$189.6K	$226.7K	+$37.1K	2026-11-06
Ashton Thomas Private Wealth, LLC	NEW	1,325	—	+1,325	—	—	$223.5K	—	2026-11-03
Zions Bancorporation, National Association	DECREASED	1,318	3,491	-2,173	-62%	$492.5K	$222.3K	-$270.2K	2026-11-06
State of Wyoming	INCREASED	1,318	927	+391	+42%	$130.8K	$222.3K	+$91.6K	2026-10-28
CenterBook Partners LP	DECREASED	1,282	55,870	-54,588	-98%	$7.9M	$216.3K	-$7.7M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	1,269	1,687	-418	-25%	$238.0K	$214.1K	-$23.9K	2026-11-02
Compound Planning, Inc.	NEW	1,266	—	+1,266	—	—	$213.6K	—	2026-11-05
Level Wealth Management LLC	NEW	1,250	—	+1,250	—	—	$210.9K	—	2026-10-23
ProShare Advisors LLC	NEW	1,218	—	+1,218	—	—	$205.5K	—	2026-10-29
Strs Ohio	DECREASED	1,175	1,206	-31	-3%	$170.2K	$198.2K	+$28.1K	2026-10-30
Bayforest Capital Ltd	INCREASED	1,116	425	+691	+163%	$60.0K	$188.3K	+$128.3K	2026-11-03
KBC Group NV	UNCHANGED	1,046	1,046	0	0%	$148.0K	$176	-$147.8K	2026-10-22
Gamma Investing LLC	INCREASED	906	805	+101	+13%	$113.6K	$152.8K	+$39.3K	2026-10-08
Clearstead Advisors, LLC	INCREASED	880	875	+5	+1%	$123.5K	$148.5K	+$25.0K	2026-11-06
Sterling Capital Management LLC	DECREASED	863	973	-110	-11%	$137.3K	$145.6K	+$8.3K	2026-10-22
Parkside Financial Bank & Trust	INCREASED	778	746	+32	+4%	$105.3K	$131.3K	+$26.0K	2026-10-27
Eurizon Capital SGR S.p.A.	DECREASED	647	1,034	-387	-37%	$141.5K	$111.1K	-$30.4K	2026-11-06
Versant Capital Management, Inc	DECREASED	620	655	-35	-5%	$92.4K	$104.6K	+$12.2K	2026-10-02
Larson Financial Group LLC	INCREASED	600	294	+306	+104%	$41.5K	$101.2K	+$59.7K	2026-11-05
Hilltop National Bank	UNCHANGED	577	577	0	0%	$81.4K	$97.3K	+$15.9K	2026-10-14
UMB Bank, n.a.	INCREASED	530	358	+172	+48%	$50.5K	$89.4K	+$38.9K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	519	314	+205	+65%	$44.2K	$87.6K	+$43.4K	2026-10-08
Rothwell Investment Advisors, LLC	NEW	444	—	+444	—	—	$74.9K	—	2026-11-06
Bangor Savings Bank	UNCHANGED	380	380	0	0%	$53.6K	$64.1K	+$10.5K	2026-10-06
North Star Investment Management Corp.	UNCHANGED	300	300	0	0%	$42.3K	$50.6K	+$8.3K	2026-10-27
Reyes Financial Architecture, Inc.	NEW	278	—	+278	—	—	$46.9K	—	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	269	371	-102	-27%	$52.3K	$45.4K	-$7.0K	2026-11-04
Covestor Ltd	INCREASED	267	135	+132	+98%	$19.0K	$45	-$19.0K	2026-10-30
Heritage Family Offices, LLP	NEW	257	—	+257	—	—	$43.4K	—	2026-11-02
First Horizon Corp	DECREASED	237	293	-56	-19%	$41.3K	$40.0K	-$1.4K	2026-10-26
Ares Financial Consulting, LLC	UNCHANGED	198	198	0	0%	$27.9K	$33.4K	+$5.5K	2026-10-19
Wilmington Savings Fund Society, FSB	INCREASED	172	156	+16	+10%	$22.0K	$29.0K	+$7.0K	2026-10-23
Allworth Financial LP	UNCHANGED	168	168	0	0%	$23.7K	$23.7K	$0	2026-11-06
KFG LLC	NEW	160	—	+160	—	—	$27.0K	—	2026-11-02
Root Financial Partners, LLC	NEW	151	—	+151	—	—	$25.5K	—	2026-10-21
Natixis	NEW	119	—	+119	—	—	$20.1K	—	2026-11-06
SJS Investment Consulting Inc.	UNCHANGED	118	118	0	0%	$16.6K	$19.9K	+$3.3K	2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	101	101	0	0%	$14.3K	$17.0K	+$2.8K	2026-11-05
MassMutual Private Wealth & Trust, FSB	DECREASED	97	101	-4	-4%	$14.3K	$16.4K	+$2.1K	2026-10-05
Central Trust Co	UNCHANGED	91	91	0	0%	$12.8K	$15.4K	+$2.5K	2026-11-05
IFP Advisors, Inc	DECREASED	87	98	-11	-11%	$13.8K	$14.7K	+$850	2026-10-16
Fortitude Family Office, LLC	INCREASED	75	21	+54	+257%	$3.0K	$12.7K	+$9.7K	2026-10-14
Lodestone Wealth Management LLC	UNCHANGED	74	74	0	0%	$10.4K	$12.5K	+$2.0K	2026-10-14
True Wealth Design, LLC	INCREASED	68	32	+36	+113%	$4.5K	$11.5K	+$7.0K	2026-10-13
Kelleher Financial Advisors	UNCHANGED	65	65	0	0%	$9.2K	$11.0K	+$1.8K	2026-10-30
Parallel Advisors, LLC	INCREASED	61	33	+28	+85%	$4.7K	$10.3K	+$5.6K	2026-11-03
Essential Partners LLC	DECREASED	52	286	-234	-82%	$40.4K	$8.8K	-$31.6K	2026-10-14
Bank Julius Baer & Co. Ltd, Zurich	NEW	45	—	+45	—	—	$7.6K	—	2026-10-29
Capital Advisors, Ltd. LLC	INCREASED	45	38	+7	+18%	$5	$8	+$3	2026-10-27
Elevation Wealth Partners, LLC	INCREASED	43	11	+32	+291%	$1.6K	$7.3K	+$5.7K	2026-10-07
Signaturefd, LLC	UNCHANGED	41	41	0	0%	$5.8K	$6.9K	+$1.1K	2026-10-23
Pension & Wealth Management Advisors, Inc.	NEW	39	—	+39	—	—	$6.6K	—	2026-10-16
Financial Consulate, Inc	NEW	37	—	+37	—	—	$6.2K	—	2026-10-23
J.Safra Asset Management Corp	INCREASED	36	26	+10	+38%	$3.7K	$6.1K	+$2.4K	2026-11-03
Elyxium Wealth, LLC	NEW	34	—	+34	—	—	$5.7K	—	2026-10-27
Rossby Financial, LCC	UNCHANGED	32	32	0	0%	$4.5K	$5.4K	+$883	2026-11-05
Farmers & Merchants Investments Inc	UNCHANGED	31	31	0	0%	$4.4K	$5.2K	+$856	2026-10-22
JFS Wealth Advisors, LLC	INCREASED	30	29	+1	+3%	$4.1K	$5.1K	+$969	2026-11-03
Activest Wealth Management	UNCHANGED	29	29	0	0%	$4.1K	$4.9K	+$800	2026-10-15
Signature Equity Partners, LLC	UNCHANGED	28	28	0	0%	$4.0K	$4.7K	+$773	2026-10-29
Provenance Wealth Advisors, LLC	NEW	25	—	+25	—	—	$4.2K	—	2026-10-30
Concord Wealth Partners	UNCHANGED	24	24	0	0%	$3.4K	$4.0K	+$663	2026-11-02
Assetmark, Inc	UNCHANGED	22	22	0	0%	$3.1K	$3.7K	+$607	2026-10-21
Owl Creek Wealth Partners LLC	UNCHANGED	20	20	0	0%	$2.8K	$3.4K	+$552	2026-10-20
PFS Partners, LLC	UNCHANGED	18	18	0	0%	$2.5K	$3.0K	+$497	2026-10-21
West Paces Advisors Inc.	DECREASED	17	37	-20	-54%	$5.2K	$2.9K	-$2.4K	2026-10-13
Highline Wealth Partners LLC	UNCHANGED	16	16	0	0%	$2.3K	$2.7K	+$442	2026-10-19
Pinnacle Wealth Planning Services, Inc.	INCREASED	15	9	+6	+67%	$1.3K	$2.5K	+$1.3K	2026-10-27
Mather Group, Llc.	NEW	14	—	+14	—	—	$2.4K	—	2026-10-14
Creative Capital Management Investments LLC	INCREASED	14	11	+3	+27%	$1.6K	$2.4K	+$810	2026-10-28
Cromwell Holdings LLC	INCREASED	12	6	+6	+100%	$847	$2.0K	+$1.2K	2026-10-28
Acumen Wealth Advisors, LLC	NEW	11	—	+11	—	—	$1.9K	—	2026-11-05
Bay Harbor Wealth Management, LLC	DECREASED	11	12	-1	-8%	$1.7K	$1.9K	+$163	2026-11-03
Financial Management Professionals, Inc.	UNCHANGED	11	11	0	0%	$1.6K	$1.9K	+$304	2026-10-23
MV Capital Management, Inc.	UNCHANGED	8	8	0	0%	$1.1K	$1.4K	+$221	2026-10-29
Retirement Wealth Solutions LLC	NEW	6	—	+6	—	—	$1.0K	—	2026-10-07
Creative Financial Designs Inc	UNCHANGED	6	6	0	0%	$847	$1.0K	+$165	2026-11-04
DiNuzzo Private Wealth, Inc.	UNCHANGED	6	6	0	0%	$847	$1.0K	+$166	2026-10-16
Nemes Rush Group LLC	UNCHANGED	6	6	0	0%	$847	$1.0K	+$165	2026-11-04
Brown, Lisle Ings, Inc.	DECREASED	5	7	-2	-29%	$988	$844	-$144	2026-10-16
GoalVest Advisory LLC	NEW	4	—	+4	—	—	$675	—	2026-10-02
Bell Investment Advisors, Inc	DECREASED	4	8	-4	-50%	$1.1K	$675	-$454	2026-10-29
Silver Grove Financial Group, Inc.	INCREASED	4	1	+3	+300%	$141	$675	+$534	2026-11-05
Bare Financial Services, Inc	NEW	3	—	+3	—	—	$506	—	2026-11-04
Hughes Financial Services, LLC	INCREASED	3	2	+1	+50%	$282	$550	+$268	2026-10-30
Golden State Wealth Management, LLC	UNCHANGED	3	3	0	0%	$423	$506	+$83	2026-11-02
TD Private Client Wealth LLC	UNCHANGED	3	3	0	0%	$423	$506	+$83	2026-10-28
Trust Co of Vermont	NEW	2	—	+2	—	—	$337	—	2026-10-21
Valley National Advisers Inc	NEW	2	—	+2	—	—	$338	—	2026-10-23
DecisionPoint Financial, LLC	INCREASED	2	1	+1	+100%	$143	$338	+$195	2026-10-27
Proathlete Wealth Management LLC	NEW	1	—	+1	—	—	$168	—	2026-10-15
WPG Advisers, LLC	NEW	1	—	+1	—	—	$169	—	2026-10-27
Birch Financial Group, LLC	NEW	1	—	+1	—	—	$121	—	2026-10-27
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$142	$169	+$27	2026-10-26
Burney Co/	CLOSED	0	15,123	-15,123	-100%	$2.1M	$0	-$2.1M	2026-10-15
Henshaw Capital LLC	CLOSED	0	13,362	-13,362	-100%	$1.9M	$0	-$1.9M	2026-11-03
William Blair Investment Management, LLC	CLOSED	0	2,943	-2,943	-100%	$415.2K	$0	-$415.2K	2026-11-06
MCF Advisors LLC	CLOSED	0	784	-784	-100%	$110.6K	$0	-$110.6K	2026-10-28
Paradigm Asset Management Co LLC	CLOSED	0	480	-480	-100%	$67.7K	$0	-$67.7K	2026-11-05
Exchange Traded Concepts, LLC	CLOSED	0	459	-459	-100%	$64.8K	$0	-$64.8K	2026-10-28
Plante Moran Financial Advisors, LLC	CLOSED	0	251	-251	-100%	$35.4K	$0	-$35.4K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	110	-110	-100%	$15.7K	$0	-$15.7K	2026-11-02
Trust Co of Toledo NA	CLOSED	0	108	-108	-100%	$15.2K	$0	-$15.2K	2026-10-16
Private Trust Co NA	CLOSED	0	23	-23	-100%	$3.2K	$0	-$3.2K	2026-10-20
Clearstead Trust, LLC	CLOSED	0	21	-21	-100%	$3.0K	$0	-$3.0K	2026-11-06
First Command Advisory Services, Inc.	CLOSED	0	9	-9	-100%	$1.3K	$0	-$1.3K	2026-11-05
Investors Research Corp	CLOSED	0	7	-7	-100%	$988	$0	-$988	2026-10-07
Cornerstone Planning Group LLC	CLOSED	0	5	-5	-100%	$778	$0	-$778	2026-10-16
Private Wealth Management Group, LLC	CLOSED	0	4	-4	-100%	$565	$0	-$565	2026-10-19
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
Jupiter Topco LLC	N/A	—	3,967,061	-3,967,061	-100%	$559.7M	—	—	—
BlackRock, Inc.	N/A	—	3,167,005	-3,167,005	-100%	$446.8M	—	—	—
PAR Capital Management Inc	N/A	—	2,254,984	-2,254,984	-100%	$318.2M	—	—	—
Morgan Stanley	N/A	—	1,949,295	-1,949,295	-100%	$275.0M	—	—	—
FMR LLC	N/A	—	1,801,385	-1,801,385	-100%	$254.2M	—	—	—
Impactive Capital LPA	N/A	—	1,707,253	-1,707,253	-100%	$240.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,513,612	-1,513,612	-100%	$213.6M	—	—	—
Boston Partners	N/A	—	1,493,028	-1,493,028	-100%	$210.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,430,765	-1,430,765	-100%	$201.9M	—	—	—
State Street Corp	N/A	—	1,133,228	-1,133,228	-100%	$159.9M	—	—	—
Earnest Partners LLC	N/A	—	857,373	-857,373	-100%	$121.0M	—	—	—
Bank of America Corp	N/A	—	815,695	-815,695	-100%	$115.1M	—	—	—
Lyrical Asset Management LP	N/A	—	770,524	-770,524	-100%	$108.7M	—	—	—
Turtle Creek Asset Management Inc.	N/A	—	728,088	-728,088	-100%	$102.7M	—	—	—
Citadel Advisors LLC	N/A	—	582,786	-582,786	-100%	$82.2M	—	—	—
SEI Investments Co	N/A	—	549,632	-549,632	-100%	$77.5M	—	—	—
Capital World Investors	N/A	—	547,682	-547,682	-100%	$77.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	487,579	-487,579	-100%	$68.8M	—	—	—
Snyder Capital Management L P	N/A	—	466,244	-466,244	-100%	$65.8M	—	—	—
River Road Asset Management, LLC	N/A	—	424,915	-424,915	-100%	$60.0M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	386,978	-386,978	-100%	$54.6M	—	—	—
JPMorgan Chase & Co	N/A	—	381,242	-381,242	-100%	$52.3M	—	—	—
Norges Bank	N/A	—	365,109	-365,109	-100%	$51.5M	—	—	—
Northern Trust Corp	N/A	—	351,672	-351,672	-100%	$49.6M	—	—	—
Federated Hermes, Inc.	N/A	—	349,233	-349,233	-100%	$49.3M	—	—	—
UBS Group AG	N/A	—	342,363	-342,363	-100%	$48.3M	—	—	—
Ariel Investments, LLC	N/A	—	331,383	-331,383	-100%	$46.8M	—	—	—
Gotham Asset Management, LLC	N/A	—	317,400	-317,400	-100%	$44.8M	—	—	—
Wellington Management Group LLP	N/A	—	306,816	-306,816	-100%	$43.3M	—	—	—
Hawk Ridge Capital Management LP	N/A	—	245,411	-245,411	-100%	$34.6M	—	—	—
Solel Partners LP	N/A	—	222,387	-222,387	-100%	$31.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	218,743	-218,743	-100%	$30.9M	—	—	—
Sunriver Management LLC	N/A	—	202,518	-202,518	-100%	$28.6M	—	—	—
Lakewood Capital Management, LP	N/A	—	200,968	-200,968	-100%	$28.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	200,003	-200,003	-100%	$28.2M	—	—	—
Quantinno Capital Management LP	N/A	—	185,702	-185,702	-100%	$26.2M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	178,606	-178,606	-100%	$25.2M	—	—	—
Incline Global Management LLC	N/A	—	174,922	-174,922	-100%	$24.7M	—	—	—
Loomis Sayles & Co L P	N/A	—	170,685	-170,685	-100%	$24.1M	—	—	—
Meridiem Capital Partners LP	N/A	—	160,776	-160,776	-100%	$22.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	153,020	-153,020	-100%	$21.6M	—	—	—
AQR Capital Management LLC	N/A	—	134,942	-134,942	-100%	$18.4M	—	—	—
Lone Peak Global Investors LLC	N/A	—	127,062	-127,062	-100%	$17.9M	—	—	—
New York State Common Retirement Fund	N/A	—	120,532	-120,532	-100%	$17.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	119,877	-119,877	-100%	$16.9M	—	—	—
Jane Street Group, LLC	N/A	—	109,924	-109,924	-100%	$15.5M	—	—	—
Rhumbline Advisers	N/A	—	105,297	-105,297	-100%	$14.9M	—	—	—
Natixis Advisors, LLC	N/A	—	101,925	-101,925	-100%	$14.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	97,569	-97,569	-100%	$13.5M	—	—	—
Alta FOX Capital Management, LLC	N/A	—	91,000	-91,000	-100%	$12.8M	—	—	—
Nuveen, LLC	N/A	—	90,827	-90,827	-100%	$12.8M	—	—	—
Point72 Asset Management, L.P.	N/A	—	88,419	-88,419	-100%	$12.5M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	87,926	-87,926	-100%	$12.4M	—	—	—
Invesco Ltd.	N/A	—	86,892	-86,892	-100%	$12.3M	—	—	—
California Public Employees Retirement System	N/A	—	82,330	-82,330	-100%	$11.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	70,802	-70,802	-100%	$10.0M	—	—	—
HRT Financial LP	N/A	—	66,411	-66,411	-100%	$9.4M	—	—	—
Swiss National Bank	N/A	—	66,026	-66,026	-100%	$9.3M	—	—	—
Spinnaker Trust	N/A	—	65,963	-65,963	-100%	$9.3M	—	—	—
Raymond James Financial Inc	N/A	—	65,413	-65,413	-100%	$9.2M	—	—	—
XTX Topco Ltd	N/A	—	61,842	-61,842	-100%	$8.7M	—	—	—
Rhino Investment Partners, Inc	N/A	—	57,705	-57,705	-100%	$8.1M	—	—	—
Primecap Management Co	N/A	—	54,660	-54,660	-100%	$7.7M	—	—	—
Wells Fargo & Company	N/A	—	47,663	-47,663	-100%	$6.7M	—	—	—
Gillson Capital LP	N/A	—	45,608	-45,608	-100%	$6.4M	—	—	—
State of Wisconsin Investment Board	N/A	—	43,625	-43,625	-100%	$6.2M	—	—	—
Legal & General Group Plc	N/A	—	43,171	-43,171	-100%	$6.1M	—	—	—
Gator Capital Management, LLC	N/A	—	42,899	-42,899	-100%	$6.1M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	42,395	-42,395	-100%	$6.0M	—	—	—
Alliancebernstein L.P.	N/A	—	42,214	-42,214	-100%	$6.5M	—	—	—
Ameriprise Financial Inc	N/A	—	40,128	-40,128	-100%	$5.7M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	38,186	-38,186	-100%	$5.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	38,008	-38,008	-100%	$5.4M	—	—	—
California State Teachers Retirement System	N/A	—	38,004	-38,004	-100%	$5.4M	—	—	—
HSBC Holdings PLC	N/A	—	36,689	-36,689	-100%	$5.0M	—	—	—
First Trust Advisors LP	N/A	—	36,621	-36,621	-100%	$5.2M	—	—	—
Empowered Funds, LLC	N/A	—	36,137	-36,137	-100%	$5.1M	—	—	—
Millennium Management LLC	N/A	—	35,391	-35,391	-100%	$5.0M	—	—	—
Winton Group Ltd	N/A	—	35,308	-35,308	-100%	$5.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	34,923	-34,923	-100%	$4.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,156	-33,156	-100%	$4.7M	—	—	—
Jump Financial, LLC	N/A	—	32,314	-32,314	-100%	$4.6M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	30,791	-30,791	-100%	$4.3M	—	—	—
American Century Companies Inc	N/A	—	30,165	-30,165	-100%	$4.3M	—	—	—
Jacobs Asset Management, LLC	N/A	—	30,000	-30,000	-100%	$4.2M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	29,538	-29,538	-100%	$4.2M	—	—	—
HM Payson & Co	N/A	—	29,500	-29,500	-100%	$4.2M	—	—	—
Penserra Capital Management LLC	N/A	—	27,036	-27,036	-100%	$3.8M	—	—	—
Sone Capital Management, LLC	N/A	—	26,285	-26,285	-100%	$3.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	24,664	-24,664	-100%	$3.5M	—	—	—
Bessemer Group Inc	N/A	—	23,741	-23,741	-100%	$3.3M	—	—	—
Clark Estates Inc	N/A	—	21,800	-21,800	-100%	$3.1M	—	—	—
Canada Life Assurance Co	N/A	—	19,656	-19,656	-100%	$2.8M	—	—	—
Lazard Asset Management LLC	N/A	—	19,479	-19,479	-100%	$2.7M	—	—	—
Squarepoint Ops LLC	N/A	—	18,537	-18,537	-100%	$2.6M	—	—	—
Martin & Co Inc	N/A	—	17,690	-17,690	-100%	$2.5M	—	—	—
Walleye Trading LLC	N/A	—	16,977	-16,977	-100%	$2.4M	—	—	—
Blair William & Co	N/A	—	16,861	-16,861	-100%	$2.4M	—	—	—
MetLife Investment Management, LLC	N/A	—	16,777	-16,777	-100%	$2.4M	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	16,747	-16,747	-100%	$2.4M	—	—	—
Cander Asset Management LP	N/A	—	15,900	-15,900	-100%	$2.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	15,871	-15,871	-100%	$2.2M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	15,473	-15,473	-100%	$2.2M	—	—	—
Treasurer of the State of North Carolina	N/A	—	14,569	-14,569	-100%	$2.1M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	14,385	-14,385	-100%	$2.0M	—	—	—
Royal Bank of Canada	N/A	—	12,990	-12,990	-100%	$1.8M	—	—	—
Palisade Capital Management, LP	N/A	—	12,616	-12,616	-100%	$1.8M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	12,090	-12,090	-100%	$1.7M	—	—	—
Handelsbanken Fonder AB	N/A	—	11,544	-11,544	-100%	$1.6K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	11,487	-11,487	-100%	$1.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	11,097	-11,097	-100%	$1.6M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	11,020	-11,020	-100%	$1.6M	—	—	—
EJF Capital LP	N/A	—	10,800	-10,800	-100%	$1.5M	—	—	—
Canada Pension Plan Investment Board	N/A	—	10,600	-10,600	-100%	$1.5M	—	—	—
Victory Capital Management Inc	N/A	—	10,513	-10,513	-100%	$1.5M	—	—	—
Twin Tree Management, LP	N/A	—	9,793	-9,793	-100%	$1.4M	—	—	—
Engineers Gate Manager LP	N/A	—	9,768	-9,768	-100%	$1.4M	—	—	—
Marshall Wace, LLP	N/A	—	9,680	-9,680	-100%	$1.4M	—	—	—
Varcov Co.	N/A	—	8,924	-8,924	-100%	$1.3M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	8,297	-8,297	-100%	$1.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	8,200	-8,200	-100%	$1.2M	—	—	—
Formula Growth LTD	N/A	—	8,200	-8,200	-100%	$1.2M	—	—	—
Algert Global LLC	N/A	—	8,190	-8,190	-100%	$1.2M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	7,865	-7,865	-100%	$1.1M	—	—	—
Northwestern Mutual Investment Management Company, LLC	N/A	—	7,798	-7,798	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	6,982	-6,982	-100%	$985.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,934	-6,934	-100%	$978.3K	—	—	—
Tidal Investments LLC	N/A	—	6,868	-6,868	-100%	$969.0K	—	—	—
Vident Advisory, LLC	N/A	—	6,741	-6,741	-100%	$951.1K	—	—	—
Prelude Capital Management, LLC	N/A	—	6,233	-6,233	-100%	$879.4K	—	—	—
SG Americas Securities, LLC	N/A	—	6,172	-6,172	-100%	$871.0K	—	—	—
Callan Family Office, LLC	N/A	—	6,016	-6,016	-100%	$848.8K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	5,986	-5,986	-100%	$413.5K	—	—	—
M&T Bank Corp	N/A	—	5,842	-5,842	-100%	$823.8K	—	—	—
Captrust Financial Advisors	N/A	—	5,817	-5,817	-100%	$820.7K	—	—	—
Snowden Capital Advisors LLC	N/A	—	5,386	-5,386	-100%	$759.9K	—	—	—
Quadrature Capital Ltd	N/A	—	5,084	-5,084	-100%	$717.3K	—	—	—
Summit Trail Advisors, LLC	N/A	—	5,036	-5,036	-100%	$710.5K	—	—	—
Bridgewater Associates, LP	N/A	—	5,009	-5,009	-100%	$706.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,981	-4,981	-100%	$702.7K	—	—	—
Storgate, LLC	N/A	—	4,770	-4,770	-100%	$673.0K	—	—	—
Bank of Montreal	N/A	—	4,758	-4,758	-100%	$671.3K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	4,751	-4,751	-100%	$670.3K	—	—	—
Verition Fund Management LLC	N/A	—	4,652	-4,652	-100%	$656.4K	—	—	—
CSS LLC	N/A	—	4,540	-4,540	-100%	$640.5K	—	—	—
Dockside LLC	N/A	—	4,276	-4,276	-100%	$603.3K	—	—	—
HighTower Advisors, LLC	N/A	—	4,275	-4,275	-100%	$603.2K	—	—	—
Bank of Nova Scotia	N/A	—	4,200	-4,200	-100%	$592.6K	—	—	—
Cetera Investment Advisers	N/A	—	4,171	-4,171	-100%	$588.4K	—	—	—
Blueshift Asset Management, LLC	N/A	—	4,123	-4,123	-100%	$581.7K	—	—	—
Watershed Asset Management, L.L.C.	N/A	—	4,043	-4,043	-100%	$570.4K	—	—	—
Inceptionr LLC	N/A	—	4,030	-4,030	-100%	$568.6K	—	—	—
Aurora Investment Counsel	N/A	—	4,006	-4,006	-100%	$565.2K	—	—	—
Jupiter Asset Management LTD	N/A	—	3,989	-3,989	-100%	$562.8K	—	—	—
Commerce Bank	N/A	—	3,964	-3,964	-100%	$559.3K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	3,890	-3,890	-100%	$548.8K	—	—	—
Pacer Advisors, Inc.	N/A	—	3,866	-3,866	-100%	$545.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,711	-3,711	-100%	$523.6K	—	—	—
Mirabella Financial Services LLP	N/A	—	3,706	-3,706	-100%	$522.9K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,700	-3,700	-100%	$522.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,593	-3,593	-100%	$507.0K	—	—	—
Quantum Portfolio Management LLC	N/A	—	3,507	-3,507	-100%	$494.8K	—	—	—
&partners	N/A	—	3,464	-3,464	-100%	$489.0K	—	—	—
Logan Capital Management Inc	N/A	—	3,462	-3,462	-100%	$488.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,376	-3,376	-100%	$476.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,369	-3,369	-100%	$475.3K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	3,309	-3,309	-100%	$466.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	3,253	-3,253	-100%	$459.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,214	-3,214	-100%	$453.5K	—	—	—
AlphaGrep UK Ltd	N/A	—	3,100	-3,100	-100%	$437.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	3,071	-3,071	-100%	$433.3K	—	—	—
Massachusetts Financial Services Co	N/A	—	3,045	-3,045	-100%	$429.6K	—	—	—
Nordea Investment Management AB	N/A	—	2,965	-2,965	-100%	$397.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	2,951	-2,951	-100%	$416.4K	—	—	—
Bridgefront Capital, LLC	N/A	—	2,946	-2,946	-100%	$415.7K	—	—	—
nVerses Capital, LLC	N/A	—	2,939	-2,939	-100%	$414.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	2,884	-2,884	-100%	$406.9K	—	—	—
Stephens Inc	N/A	—	2,859	-2,859	-100%	$403.4K	—	—	—
Sound Capital Solutions LLC	N/A	—	2,841	-2,841	-100%	$400.8K	—	—	—
Optimize Financial Inc.	N/A	—	2,841	-2,841	-100%	$400.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,810	-2,810	-100%	$396.5K	—	—	—
Voya Investment Management LLC	N/A	—	2,667	-2,667	-100%	$376.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,529	-2,529	-100%	$356.8K	—	—	—
Syon Capital LLC	N/A	—	2,497	-2,497	-100%	$352.3K	—	—	—
Intech Investment Management LLC	N/A	—	2,478	-2,478	-100%	$349.6K	—	—	—
Wilkinson Global Asset Management LLC	N/A	—	2,450	-2,450	-100%	$345.7K	—	—	—
Caprock Group, LLC	N/A	—	2,440	-2,440	-100%	$344.3K	—	—	—
Kera Capital Partners, Inc.	N/A	—	2,283	-2,283	-100%	$322.1K	—	—	—
Ballentine Partners, LLC	N/A	—	2,151	-2,151	-100%	$303.5K	—	—	—
Index Technologies Group LLC	N/A	—	2,112	-2,112	-100%	$298.0K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	2,082	-2,082	-100%	$293.7K	—	—	—
Gabelli Funds LLC	N/A	—	2,027	-2,027	-100%	$286.0K	—	—	—
Worldquant Millennium Advisors LLC	N/A	—	1,976	-1,976	-100%	$278.8K	—	—	—
MML Investors Services, LLC	N/A	—	1,971	-1,971	-100%	$278.1K	—	—	—
Evolve Private Wealth, LLC	N/A	—	1,906	-1,906	-100%	$268.9K	—	—	—
Two Sigma Investments, LP	N/A	—	1,900	-1,900	-100%	$268.1K	—	—	—
Prudential Financial Inc	N/A	—	1,879	-1,879	-100%	$265.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,853	-1,853	-100%	$261.4K	—	—	—
Utah Retirement Systems	N/A	—	1,794	-1,794	-100%	$253.1K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	1,736	-1,736	-100%	$244.9K	—	—	—
Knollwood Investment Advisory, LLC	N/A	—	1,674	-1,674	-100%	$236.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	1,657	-1,657	-100%	$233.8K	—	—	—
Claret Asset Management Corp	N/A	—	1,650	-1,650	-100%	$233.0K	—	—	—
DnB Asset Management AS	N/A	—	1,579	-1,579	-100%	$222.8K	—	—	—
SageView Advisory Group, LLC	N/A	—	1,571	-1,571	-100%	$221.7K	—	—	—
Two Sigma Securities, LLC	N/A	—	1,562	-1,562	-100%	$220.4K	—	—	—
Panagora Asset Management Inc	N/A	—	1,558	-1,558	-100%	$219.8K	—	—	—
Arax Advisory Partners	N/A	—	1,496	-1,496	-100%	$211.1K	—	—	—
Inspire Advisors, LLC	N/A	—	1,439	-1,439	-100%	$203.3K	—	—	—
Bridgewater Advisors Inc.	N/A	—	1,312	-1,312	-100%	$236.4K	—	—	—
Ares Systematic Credit Ltd	N/A	—	610	-610	-100%	$86.1K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	591	-591	-100%	$83.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	587	-587	-100%	$83.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	490	-490	-100%	$69.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	487	-487	-100%	$66.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	402	-402	-100%	$56.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	293	-293	-100%	$41.3K	—	—	—
National Bank of Canada	N/A	—	236	-236	-100%	$32.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	207	-207	-100%	$29.2K	—	—	—
Huntington National Bank	N/A	—	184	-184	-100%	$26.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	184	-184	-100%	$26.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	168	-168	-100%	$23.7K	—	—	—
Quent Capital, LLC	N/A	—	153	-153	-100%	$21.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	150	-150	-100%	$21.2K	—	—	—
Core Alternative Capital	N/A	—	146	-146	-100%	$20.6K	—	—	—
Nomura Asset Management Co LTD	N/A	—	140	-140	-100%	$19.8K	—	—	—
Quarry LP	N/A	—	123	-123	-100%	$17.4K	—	—	—
Truvestments Capital LLC	N/A	—	85	-85	-100%	$12.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	73	-73	-100%	$9.7K	—	—	—
Smithfield Trust Co	N/A	—	67	-67	-100%	$9	—	—	—
CVA Family Office, LLC	N/A	—	52	-52	-100%	$7.3K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	43	-43	-100%	$6.1K	—	—	—
Picton Mahoney Asset Management	N/A	—	37	-37	-100%	$5.2K	—	—	—
BFC Planning, Inc.	N/A	—	21	-21	-100%	$3.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	19	-19	-100%	$2.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	12	-12	-100%	$1.7K	—	—	—
Manning & Napier Advisors LLC	N/A	—	11	-11	-100%	$1.5K	—	—	—
HFM Investment Advisors, LLC	N/A	—	7	-7	-100%	$988	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	6	-6	-100%	$847	—	—	—
Rothschild Investment LLC	N/A	—	4	-4	-100%	$564	—	—	—
Rialto Wealth Management, LLC	N/A	—	4	-4	-100%	$565	—	—	—
LRI Investments, LLC	N/A	—	4	-4	-100%	$564	—	—	—
Dunhill Financial, LLC	N/A	—	3	-3	-100%	$423	—	—	—
Kilter Group LLC	N/A	—	3	-3	-100%	$424	—	—	—
Raffa Wealth Management, LLC	N/A	—	3	-3	-100%	$423	—	—	—
Harbour Investments, Inc.	N/A	—	2	-2	-100%	$282	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	1	-1	-100%	$141	—	—	—

Showing 453 of 453 institutions