Wiley (John) & Sons (WLY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Dimensional Fund Advisors LP

INCREASED

Shares1,886,661 from 1,883,440

Change+3,221 (+0%)

Value$90.1M (-$1.3M)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares796,833 from 790,867

Change+5,966 (+1%)

Value$38.1M (-$308.2K)

Filed 2026-11-05

Principal Financial Group Inc

INCREASED

Shares763,551 from 752,766

Change+10,785 (+1%)

Value$36.5M (-$49.5K)

Filed 2026-11-02

Access Investment Management LLC

INCREASED

Shares368,339 from 365,994

Change+2,345 (+1%)

Value$17.6M (-$162.5K)

Filed 2026-10-23

Crossmark Global Holdings, Inc.

NEW

Shares238,819

Change+238,819

Value$11.4M

Filed 2026-10-21

ProShare Advisors LLC

INCREASED

Shares204,245 from 154,928

Change+49,317 (+32%)

Value$9.8M (+$2.2M)

Filed 2026-10-29

Kendall Capital Management

INCREASED

Shares106,174 from 103,037

Change+3,137 (+3%)

Value$5.1M (+$72.5K)

Filed 2026-10-23

Creative Planning

INCREASED

Shares63,063 from 55,369

Change+7,694 (+14%)

Value$3.0M (+$325.9K)

Filed 2026-11-02

Cardinal Capital Management

INCREASED

Shares52,765 from 50,389

Change+2,376 (+5%)

Value$2.5M (+$75.7K)

Filed 2026-10-21

New York State Teachers Retirement System

DECREASED

Shares49,286 from 49,800

Change-514 (-1%)

Value$2.4K (-$2.4M)

Filed 2026-10-22

DekaBank Deutsche Girozentrale

NEW

Shares39,498

Change+39,498

Value$1.9K

Filed 2026-10-27

Uncommon Cents Investing Inc

DECREASED

Shares33,180 from 33,590

Change-410 (-1%)

Value$1.6M (-$44.8K)

Filed 2026-10-20

Thrivent Financial for Lutherans

DECREASED

Shares25,194 from 25,795

Change-601 (-2%)

Value$1.2K (-$1.2M)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares23,000 from 23,000

Change0 (0%)

Value$1.1M (-$17.3K)

Filed 2026-10-27

State of New Jersey Common Pension Fund D

NEW

Shares22,521

Change+22,521

Value$1.1M

Filed 2026-11-05

Illinois Municipal Retirement Fund

INCREASED

Shares21,882 from 19,987

Change+1,895 (+9%)

Value$1.0M (+$75.5K)

Filed 2026-11-05

Harbor Capital Advisors, Inc.

DECREASED

Shares19,083 from 19,294

Change-211 (-1%)

Value$911 (-$935.1K)

Filed 2026-10-22

Counterpoint Mutual Funds LLC

NEW

Shares18,268

Change+18,268

Value$872.5K

Filed 2026-10-16

Exchange Traded Concepts, LLC

DECREASED

Shares17,319 from 23,141

Change-5,822 (-25%)

Value$827.2K (-$295.4K)

Filed 2026-10-28

Louisiana State Employees Retirement System

DECREASED

Shares16,800 from 17,200

Change-400 (-2%)

Value$802.4K (-$32.0K)

Filed 2026-10-20

Alps Advisors Inc

NEW

Shares11,980

Change+11,980

Value$572.2K

Filed 2026-11-03

Lido Advisors, LLC

INCREASED

Shares11,132 from 9,703

Change+1,429 (+15%)

Value$531.7K (+$60.9K)

Filed 2026-11-04

Arizona State Retirement System

INCREASED

Shares10,642 from 10,570

Change+72 (+1%)

Value$508.3K (-$4.5K)

Filed 2026-11-03

Amalgamated Bank

DECREASED

Shares10,236 from 10,528

Change-292 (-3%)

Value$489 (-$510.5K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares10,022 from 10,502

Change-480 (-5%)

Value$478.7K (-$30.8K)

Filed 2026-10-22

Achmea Investment Management B.V.

NEW

Shares9,500

Change+9,500

Value$454.1K

Filed 2026-10-30

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

NEW

Shares9,303

Change+9,303

Value$444.3K

Filed 2026-11-03

Oregon Public Employees Retirement Fund

UNCHANGED

Shares8,893 from 8,893

Change0 (0%)

Value$424.7K (-$6.7K)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares8,864 from 9,345

Change-481 (-5%)

Value$423.3K (-$30.0K)

Filed 2026-11-05

Maryland State Retirement & Pension System

INCREASED

Shares8,766 from 5,673

Change+3,093 (+55%)

Value$418.7K (+$143.5K)

Filed 2026-11-05

State of Alaska, Department of Revenue

DECREASED

Shares8,618 from 14,766

Change-6,148 (-42%)

Value$410 (-$714.6K)

Filed 2026-10-15

Optimist Retirement Group LLC

UNCHANGED

Shares8,605 from 8,605

Change0 (0%)

Value$411.0K (-$6.5K)

Filed 2026-10-30

Silverberg Bernstein Capital Management LLC

UNCHANGED

Shares8,110 from 8,110

Change0 (0%)

Value$387.3K (-$6.1K)

Filed 2026-10-13

Bokf, NA

NEW

Shares7,602

Change+7,602

Value$363.1K

Filed 2026-10-27

Oppenheimer Asset Management Inc.

INCREASED

Shares7,421 from 6,593

Change+828 (+13%)

Value$354.4K (+$34.6K)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares6,725 from 6,529

Change+196 (+3%)

Value$332.2K (+$3.7K)

Filed 2026-10-13

Pictet Asset Management Holding SA

DECREASED

Shares6,721 from 7,390

Change-669 (-9%)

Value$321.0K (-$37.5K)

Filed 2026-11-03

Ritholtz Wealth Management

NEW

Shares6,631

Change+6,631

Value$316.7K

Filed 2026-11-05

Swiss Life Asset Management Ltd

DECREASED

Shares5,479 from 5,717

Change-238 (-4%)

Value$261.7K (-$15.7K)

Filed 2026-11-03

Penbrook Management LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$238.8K (-$3.8K)

Filed 2026-10-16

Revolve Wealth Partners, LLC

UNCHANGED

Shares4,930 from 4,930

Change0 (0%)

Value$235.5K (-$3.7K)

Filed 2026-10-23

Citigroup Inc

DECREASED

Shares4,846 from 20,620

Change-15,774 (-76%)

Value$231.4K (-$768.8K)

Filed 2026-11-04

Mutual of America Capital Management LLC

INCREASED

Shares4,506 from 4,485

Change+21 (+0%)

Value$215.2K (-$2.4K)

Filed 2026-10-23

Family Capital Management, Inc.

DECREASED

Shares4,452 from 4,786

Change-334 (-7%)

Value$212.6K (-$19.5K)

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares3,601 from 3,223

Change+378 (+12%)

Value$172.0K (+$15.6K)

Filed 2026-10-08

Axxion S.A.

NEW

Shares3,122

Change+3,122

Value$149.1K

Filed 2026-10-22

Assetmark, Inc

INCREASED

Shares3,051 from 2,246

Change+805 (+36%)

Value$145.7K (+$36.8K)

Filed 2026-10-21

Simplex Trading, LLC

DECREASED

Shares2,667 from 3,066

Change-399 (-13%)

Value$127.4K (-$21.4K)

Filed 2026-11-04

Adirondack Trust Co

UNCHANGED

Shares2,600 from 2,600

Change0 (0%)

Value$124.2K (-$2.0K)

Filed 2026-10-14

Versant Capital Management, Inc

UNCHANGED

Shares2,410 from 2,410

Change0 (0%)

Value$115.1K (-$1.8K)

Filed 2026-10-02

Nisa Investment Advisors, LLC

INCREASED

Shares2,226 from 1,486

Change+740 (+50%)

Value$106.3K (+$34.2K)

Filed 2026-10-20

Strs Ohio

NEW

Shares1,500

Change+1,500

Value$71.6K

Filed 2026-10-30

US Bancorp \de\

INCREASED

Shares1,434 from 1,388

Change+46 (+3%)

Value$68.5K (+$1.2K)

Filed 2026-11-05

KBC Group NV

UNCHANGED

Shares1,361 from 1,361

Change0 (0%)

Value$65 (-$65.9K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares1,001 from 506

Change+495 (+98%)

Value$47.8K (+$23.3K)

Filed 2026-10-22

Birch Financial Group, LLC

NEW

Shares917

Change+917

Value$43.8K

Filed 2026-10-27

Signaturefd, LLC

INCREASED

Shares832 from 173

Change+659 (+381%)

Value$39.7K (+$31.3K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares787 from 546

Change+241 (+44%)

Value$37.6K (+$11.1K)

Filed 2026-10-08

Trust Co of Toledo NA

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$33.4K (-$525)

Filed 2026-10-16

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares634 from 608

Change+26 (+4%)

Value$30.3K (+$786)

Filed 2026-10-27

Parkside Financial Bank & Trust

DECREASED

Shares562 from 674

Change-112 (-17%)

Value$26.8K (-$5.9K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

INCREASED

Shares470 from 132

Change+338 (+256%)

Value$22.4K (+$16.0K)

Filed 2026-11-04

Salomon & Ludwin, LLC

UNCHANGED

Shares389 from 389

Change0 (0%)

Value$18.6K (-$1.3K)

Filed 2026-10-29

Parallel Advisors, LLC

UNCHANGED

Shares383 from 383

Change0 (0%)

Value$18.3K (-$287)

Filed 2026-11-03

Acumen Wealth Advisors, LLC

NEW

Shares367

Change+367

Value$17.5K

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares290

Change+290

Value$13.9K

Filed 2026-10-21

Covestor Ltd

DECREASED

Shares187 from 202

Change-15 (-7%)

Value$9 (-$1)

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares132 from 127

Change+5 (+4%)

Value$6.3K (+$144)

Filed 2026-10-26

First Horizon Corp

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$5.7K (-$90)

Filed 2026-10-26

Fortitude Family Office, LLC

INCREASED

Shares104 from 55

Change+49 (+89%)

Value$5.0K (+$2.3K)

Filed 2026-10-14

Essential Partners LLC

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$4.6K (-$72)

Filed 2026-10-14

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$4.1K (-$63)

Filed 2026-11-02

GK Wealth Management LLC

NEW

Shares74

Change+74

Value$3.5K

Filed 2026-10-09

Rossby Financial, LCC

INCREASED

Shares57 from 45

Change+12 (+27%)

Value$2.7K (+$539)

Filed 2026-11-05

WPG Advisers, LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$2.6K (-$41)

Filed 2026-10-27

JFS Wealth Advisors, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$2.2K (-$35)

Filed 2026-11-03

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$2.1K (-$32)

Filed 2026-10-05

SBI Securities Co., Ltd.

DECREASED

Shares40 from 44

Change-4 (-9%)

Value$1.9K (-$224)

Filed 2026-10-22

Private Wealth Management Group, LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$1.9K (-$29)

Filed 2026-10-19

True Wealth Design, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$1.8K (-$27)

Filed 2026-10-13

Farmers & Merchants Investments Inc

INCREASED

Shares36 from 20

Change+16 (+80%)

Value$1.7K (+$749)

Filed 2026-10-22

Vima LLC

NEW

Shares35

Change+35

Value$1.7K

Filed 2026-10-23

Bare Financial Services, Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$812 (-$13)

Filed 2026-11-04

Ascentis Wealth Management, LLC

NEW

Shares15

Change+15

Value$716

Filed 2026-11-03

Creative Capital Management Investments LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$669 (-$10)

Filed 2026-10-28

Bay Harbor Wealth Management, LLC

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$525 (+$40)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$430 (-$7)

Filed 2026-10-16

UMB Private Wealth Management, LLC

NEW

Shares8

Change+8

Value$382

Filed 2026-10-19

Gilpin Wealth Management, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$287 (-$5)

Filed 2026-10-09

Davis Capital Management

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$191 (+$94)

Filed 2026-10-08

Cedar Mountain Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$191 (-$3)

Filed 2026-10-15

Financial Consulate, Inc

NEW

Shares3

Change+3

Value$144

Filed 2026-10-23

Provenance Wealth Advisors, LLC

NEW

Shares3

Change+3

Value$143

Filed 2026-10-30

Hughes Financial Services, LLC

DECREASED

Shares2 from 3

Change-1 (-33%)

Value$103 (-$43)

Filed 2026-10-30

Abound Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$96 (-$2)

Filed 2026-10-26

Signature Resources Capital Management, LLC

NEW

Shares1

Change+1

Value$48

Filed 2026-10-16

DecisionPoint Financial, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$49 (-$54)

Filed 2026-10-27

Maryland Capital Advisors Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$48 (-$1)

Filed 2026-10-15

Thompson Siegel & Walmsley LLC

CLOSED

Shares0 from 58,721

Change-58,721 (-100%)

Value$0 (-$2.8M)

Filed 2026-11-05

Virginia Retirement Systems ET Al

CLOSED

Shares0 from 4,800

Change-4,800 (-100%)

Value$0 (-$232.8K)

Filed 2026-10-28

State of Wyoming

CLOSED

Shares0 from 1,708

Change-1,708 (-100%)

Value$0 (-$82.9K)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$24.3K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$5.1K)

Filed 2026-11-02

Fulcrum Asset Management LLP

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$1.0K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$612)

Filed 2026-10-16

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$243)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 6,200,086

Change-6,200,086 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 3,019,238

Change-3,019,238 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,494,247

Change-2,494,247 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 2,434,536

Change-2,434,536 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,263,854

Change-2,263,854 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,666,448

Change-1,666,448 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,578,053

Change-1,578,053 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 1,266,653

Change-1,266,653 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 1,022,604

Change-1,022,604 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,006,220

Change-1,006,220 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 923,562

Change-923,562 (-100%)

Value—

Neumeier Poma Investment Counsel LLC

N/A

Shares— from 865,460

Change-865,460 (-100%)

Value—

Clarkston Capital Partners, LLC

N/A

Shares— from 759,081

Change-759,081 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 713,846

Change-713,846 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 665,627

Change-665,627 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 576,223

Change-576,223 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 545,369

Change-545,369 (-100%)

Value—

William Blair Investment Management, LLC

N/A

Shares— from 527,226

Change-527,226 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 459,003

Change-459,003 (-100%)

Value—

FMR LLC

N/A

Shares— from 448,795

Change-448,795 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 424,616

Change-424,616 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 411,012

Change-411,012 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 370,851

Change-370,851 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 314,236

Change-314,236 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 269,222

Change-269,222 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 240,231

Change-240,231 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 238,884

Change-238,884 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 212,980

Change-212,980 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 184,159

Change-184,159 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 180,974

Change-180,974 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 179,800

Change-179,800 (-100%)

Value—

UBS Group AG

N/A

Shares— from 168,257

Change-168,257 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 164,924

Change-164,924 (-100%)

Value—

Man Group plc

N/A

Shares— from 162,208

Change-162,208 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 155,482

Change-155,482 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 153,316

Change-153,316 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 148,038

Change-148,038 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 142,121

Change-142,121 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 139,600

Change-139,600 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 137,032

Change-137,032 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 133,464

Change-133,464 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 124,434

Change-124,434 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 124,079

Change-124,079 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 123,682

Change-123,682 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 114,451

Change-114,451 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 111,606

Change-111,606 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 100,971

Change-100,971 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 100,689

Change-100,689 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 95,633

Change-95,633 (-100%)

Value—

Clark Estates Inc

N/A

Shares— from 94,400

Change-94,400 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 88,482

Change-88,482 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 82,145

Change-82,145 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 76,800

Change-76,800 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 75,604

Change-75,604 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 74,261

Change-74,261 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 71,961

Change-71,961 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 67,422

Change-67,422 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 65,752

Change-65,752 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 63,153

Change-63,153 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 58,718

Change-58,718 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 56,222

Change-56,222 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 55,508

Change-55,508 (-100%)

Value—

Ilex Capital Partners (UK) LLP

N/A

Shares— from 55,411

Change-55,411 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 54,820

Change-54,820 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 49,712

Change-49,712 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 43,664

Change-43,664 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 43,047

Change-43,047 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 42,482

Change-42,482 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 42,267

Change-42,267 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 42,117

Change-42,117 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 41,880

Change-41,880 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 40,230

Change-40,230 (-100%)

Value—

Martin & Co Inc

N/A

Shares— from 39,620

Change-39,620 (-100%)

Value—

Neo Ivy Capital Management

N/A

Shares— from 39,182

Change-39,182 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 39,104

Change-39,104 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 38,278

Change-38,278 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 37,408

Change-37,408 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 36,069

Change-36,069 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 35,300

Change-35,300 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 31,535

Change-31,535 (-100%)

Value—

Brickwood Asset Management LLP

N/A

Shares— from 26,820

Change-26,820 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 24,277

Change-24,277 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 23,029

Change-23,029 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 21,773

Change-21,773 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 21,071

Change-21,071 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 19,230

Change-19,230 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 18,113

Change-18,113 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 16,248

Change-16,248 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,856

Change-15,856 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 14,368

Change-14,368 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 13,218

Change-13,218 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 13,137

Change-13,137 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 13,016

Change-13,016 (-100%)

Value—

Barclays PLC

N/A

Shares— from 12,891

Change-12,891 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 12,727

Change-12,727 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 11,959

Change-11,959 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 11,360

Change-11,360 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 10,502

Change-10,502 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 10,359

Change-10,359 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 10,284

Change-10,284 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 10,260

Change-10,260 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 10,259

Change-10,259 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 10,161

Change-10,161 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 10,051

Change-10,051 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 9,568

Change-9,568 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 9,400

Change-9,400 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,226

Change-9,226 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,998

Change-8,998 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 8,207

Change-8,207 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,092

Change-8,092 (-100%)

Value—

Klingenstein Fields & Co LP

N/A

Shares— from 7,909

Change-7,909 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 7,625

Change-7,625 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 7,507

Change-7,507 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 6,900

Change-6,900 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,814

Change-6,814 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 6,409

Change-6,409 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 6,107

Change-6,107 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,991

Change-5,991 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 5,945

Change-5,945 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 5,742

Change-5,742 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 5,406

Change-5,406 (-100%)

Value—

New Vernon Capital Holdings II LLC

N/A

Shares— from 5,373

Change-5,373 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,256

Change-5,256 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 5,180

Change-5,180 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 5,140

Change-5,140 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 5,135

Change-5,135 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 5,131

Change-5,131 (-100%)

Value—

Evercore Wealth Management, LLC

N/A

Shares— from 5,060

Change-5,060 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 5,057

Change-5,057 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 4,966

Change-4,966 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 4,930

Change-4,930 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 4,682

Change-4,682 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 4,603

Change-4,603 (-100%)

Value—

Trajan Wealth LLC

N/A

Shares— from 4,446

Change-4,446 (-100%)

Value—

Amundi

N/A

Shares— from 4,445

Change-4,445 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 4,386

Change-4,386 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,183

Change-4,183 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 3,715

Change-3,715 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,440

Change-3,440 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,251

Change-3,251 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 2,652

Change-2,652 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,606

Change-1,606 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,502

Change-1,502 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,493

Change-1,493 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 1,033

Change-1,033 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 807

Change-807 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 695

Change-695 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 550

Change-550 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 359

Change-359 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 353

Change-353 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 271

Change-271 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 254

Change-254 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 196

Change-196 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 131

Change-131 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 99

Change-99 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 99

Change-99 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 82

Change-82 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 55

Change-55 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 29

Change-29 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 8

Change-8 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 6

Change-6 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,886,661	1,883,440	+3,221	+0%	$91.4M	$90.1M	-$1.3M	2026-11-04
Bank of New York Mellon Corp	INCREASED	796,833	790,867	+5,966	+1%	$38.4M	$38.1M	-$308.2K	2026-11-05
Principal Financial Group Inc	INCREASED	763,551	752,766	+10,785	+1%	$36.5M	$36.5M	-$49.5K	2026-11-02
Access Investment Management LLC	INCREASED	368,339	365,994	+2,345	+1%	$17.8M	$17.6M	-$162.5K	2026-10-23
Crossmark Global Holdings, Inc.	NEW	238,819	—	+238,819	—	—	$11.4M	—	2026-10-21
ProShare Advisors LLC	INCREASED	204,245	154,928	+49,317	+32%	$7.5M	$9.8M	+$2.2M	2026-10-29
Kendall Capital Management	INCREASED	106,174	103,037	+3,137	+3%	$5.0M	$5.1M	+$72.5K	2026-10-23
Creative Planning	INCREASED	63,063	55,369	+7,694	+14%	$2.7M	$3.0M	+$325.9K	2026-11-02
Cardinal Capital Management	INCREASED	52,765	50,389	+2,376	+5%	$2.4M	$2.5M	+$75.7K	2026-10-21
New York State Teachers Retirement System	DECREASED	49,286	49,800	-514	-1%	$2.4M	$2.4K	-$2.4M	2026-10-22
DekaBank Deutsche Girozentrale	NEW	39,498	—	+39,498	—	—	$1.9K	—	2026-10-27
Uncommon Cents Investing Inc	DECREASED	33,180	33,590	-410	-1%	$1.6M	$1.6M	-$44.8K	2026-10-20
Thrivent Financial for Lutherans	DECREASED	25,194	25,795	-601	-2%	$1.3M	$1.2K	-$1.2M	2026-11-05
North Star Investment Management Corp.	UNCHANGED	23,000	23,000	0	0%	$1.1M	$1.1M	-$17.3K	2026-10-27
State of New Jersey Common Pension Fund D	NEW	22,521	—	+22,521	—	—	$1.1M	—	2026-11-05
Illinois Municipal Retirement Fund	INCREASED	21,882	19,987	+1,895	+9%	$969.6K	$1.0M	+$75.5K	2026-11-05
Harbor Capital Advisors, Inc.	DECREASED	19,083	19,294	-211	-1%	$936.0K	$911	-$935.1K	2026-10-22
Counterpoint Mutual Funds LLC	NEW	18,268	—	+18,268	—	—	$872.5K	—	2026-10-16
Exchange Traded Concepts, LLC	DECREASED	17,319	23,141	-5,822	-25%	$1.1M	$827.2K	-$295.4K	2026-10-28
Louisiana State Employees Retirement System	DECREASED	16,800	17,200	-400	-2%	$834.4K	$802.4K	-$32.0K	2026-10-20
Alps Advisors Inc	NEW	11,980	—	+11,980	—	—	$572.2K	—	2026-11-03
Lido Advisors, LLC	INCREASED	11,132	9,703	+1,429	+15%	$470.7K	$531.7K	+$60.9K	2026-11-04
Arizona State Retirement System	INCREASED	10,642	10,570	+72	+1%	$512.8K	$508.3K	-$4.5K	2026-11-03
Amalgamated Bank	DECREASED	10,236	10,528	-292	-3%	$511.0K	$489	-$510.5K	2026-10-23
Yousif Capital Management, LLC	DECREASED	10,022	10,502	-480	-5%	$509.5K	$478.7K	-$30.8K	2026-10-22
Achmea Investment Management B.V.	NEW	9,500	—	+9,500	—	—	$454.1K	—	2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	NEW	9,303	—	+9,303	—	—	$444.3K	—	2026-11-03
Oregon Public Employees Retirement Fund	UNCHANGED	8,893	8,893	0	0%	$431.4K	$424.7K	-$6.7K	2026-10-30
Fifth Third Bancorp	DECREASED	8,864	9,345	-481	-5%	$453.4K	$423.3K	-$30.0K	2026-11-05
Maryland State Retirement & Pension System	INCREASED	8,766	5,673	+3,093	+55%	$275.2K	$418.7K	+$143.5K	2026-11-05
State of Alaska, Department of Revenue	DECREASED	8,618	14,766	-6,148	-42%	$715.0K	$410	-$714.6K	2026-10-15
Optimist Retirement Group LLC	UNCHANGED	8,605	8,605	0	0%	$417.4K	$411.0K	-$6.5K	2026-10-30
Silverberg Bernstein Capital Management LLC	UNCHANGED	8,110	8,110	0	0%	$393.4K	$387.3K	-$6.1K	2026-10-13
Bokf, NA	NEW	7,602	—	+7,602	—	—	$363.1K	—	2026-10-27
Oppenheimer Asset Management Inc.	INCREASED	7,421	6,593	+828	+13%	$319.8K	$354.4K	+$34.6K	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	6,725	6,529	+196	+3%	$328.5K	$332.2K	+$3.7K	2026-10-13
Pictet Asset Management Holding SA	DECREASED	6,721	7,390	-669	-9%	$358.5K	$321.0K	-$37.5K	2026-11-03
Ritholtz Wealth Management	NEW	6,631	—	+6,631	—	—	$316.7K	—	2026-11-05
Swiss Life Asset Management Ltd	DECREASED	5,479	5,717	-238	-4%	$277.3K	$261.7K	-$15.7K	2026-11-03
Penbrook Management LLC	UNCHANGED	5,000	5,000	0	0%	$242.6K	$238.8K	-$3.8K	2026-10-16
Revolve Wealth Partners, LLC	UNCHANGED	4,930	4,930	0	0%	$239.2K	$235.5K	-$3.7K	2026-10-23
Citigroup Inc	DECREASED	4,846	20,620	-15,774	-76%	$1.0M	$231.4K	-$768.8K	2026-11-04
Mutual of America Capital Management LLC	INCREASED	4,506	4,485	+21	+0%	$217.6K	$215.2K	-$2.4K	2026-10-23
Family Capital Management, Inc.	DECREASED	4,452	4,786	-334	-7%	$232.2K	$212.6K	-$19.5K	2026-11-03
Gamma Investing LLC	INCREASED	3,601	3,223	+378	+12%	$156.3K	$172.0K	+$15.6K	2026-10-08
Axxion S.A.	NEW	3,122	—	+3,122	—	—	$149.1K	—	2026-10-22
Assetmark, Inc	INCREASED	3,051	2,246	+805	+36%	$109.0K	$145.7K	+$36.8K	2026-10-21
Simplex Trading, LLC	DECREASED	2,667	3,066	-399	-13%	$148.7K	$127.4K	-$21.4K	2026-11-04
Adirondack Trust Co	UNCHANGED	2,600	2,600	0	0%	$126.1K	$124.2K	-$2.0K	2026-10-14
Versant Capital Management, Inc	UNCHANGED	2,410	2,410	0	0%	$116.9K	$115.1K	-$1.8K	2026-10-02
Nisa Investment Advisors, LLC	INCREASED	2,226	1,486	+740	+50%	$72.1K	$106.3K	+$34.2K	2026-10-20
Strs Ohio	NEW	1,500	—	+1,500	—	—	$71.6K	—	2026-10-30
US Bancorp \de\	INCREASED	1,434	1,388	+46	+3%	$67.3K	$68.5K	+$1.2K	2026-11-05
KBC Group NV	UNCHANGED	1,361	1,361	0	0%	$66.0K	$65	-$65.9K	2026-10-22
Sterling Capital Management LLC	INCREASED	1,001	506	+495	+98%	$24.5K	$47.8K	+$23.3K	2026-10-22
Birch Financial Group, LLC	NEW	917	—	+917	—	—	$43.8K	—	2026-10-27
Signaturefd, LLC	INCREASED	832	173	+659	+381%	$8.4K	$39.7K	+$31.3K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	787	546	+241	+44%	$26.5K	$37.6K	+$11.1K	2026-10-08
Trust Co of Toledo NA	UNCHANGED	700	700	0	0%	$34.0K	$33.4K	-$525	2026-10-16
Pinnacle Wealth Planning Services, Inc.	INCREASED	634	608	+26	+4%	$29.5K	$30.3K	+$786	2026-10-27
Parkside Financial Bank & Trust	DECREASED	562	674	-112	-17%	$32.7K	$26.8K	-$5.9K	2026-10-27
EverSource Wealth Advisors, LLC	INCREASED	470	132	+338	+256%	$6.4K	$22.4K	+$16.0K	2026-11-04
Salomon & Ludwin, LLC	UNCHANGED	389	389	0	0%	$19.8K	$18.6K	-$1.3K	2026-10-29
Parallel Advisors, LLC	UNCHANGED	383	383	0	0%	$18.6K	$18.3K	-$287	2026-11-03
Acumen Wealth Advisors, LLC	NEW	367	—	+367	—	—	$17.5K	—	2026-11-05
Root Financial Partners, LLC	NEW	290	—	+290	—	—	$13.9K	—	2026-10-21
Covestor Ltd	DECREASED	187	202	-15	-7%	$10	$9	-$1	2026-10-30
SJS Investment Consulting Inc.	INCREASED	132	127	+5	+4%	$6.2K	$6.3K	+$144	2026-10-26
First Horizon Corp	UNCHANGED	120	120	0	0%	$5.8K	$5.7K	-$90	2026-10-26
Fortitude Family Office, LLC	INCREASED	104	55	+49	+89%	$2.7K	$5.0K	+$2.3K	2026-10-14
Essential Partners LLC	UNCHANGED	97	97	0	0%	$4.7K	$4.6K	-$72	2026-10-14
Quest 10 Wealth Builders, Inc.	UNCHANGED	85	85	0	0%	$4.1K	$4.1K	-$63	2026-11-02
GK Wealth Management LLC	NEW	74	—	+74	—	—	$3.5K	—	2026-10-09
Rossby Financial, LCC	INCREASED	57	45	+12	+27%	$2.2K	$2.7K	+$539	2026-11-05
WPG Advisers, LLC	UNCHANGED	54	54	0	0%	$2.6K	$2.6K	-$41	2026-10-27
JFS Wealth Advisors, LLC	UNCHANGED	46	46	0	0%	$2.2K	$2.2K	-$35	2026-11-03
MassMutual Private Wealth & Trust, FSB	UNCHANGED	43	43	0	0%	$2.1K	$2.1K	-$32	2026-10-05
SBI Securities Co., Ltd.	DECREASED	40	44	-4	-9%	$2.1K	$1.9K	-$224	2026-10-22
Private Wealth Management Group, LLC	UNCHANGED	39	39	0	0%	$1.9K	$1.9K	-$29	2026-10-19
True Wealth Design, LLC	UNCHANGED	37	37	0	0%	$1.8K	$1.8K	-$27	2026-10-13
Farmers & Merchants Investments Inc	INCREASED	36	20	+16	+80%	$970	$1.7K	+$749	2026-10-22
Vima LLC	NEW	35	—	+35	—	—	$1.7K	—	2026-10-23
Bare Financial Services, Inc	UNCHANGED	17	17	0	0%	$825	$812	-$13	2026-11-04
Ascentis Wealth Management, LLC	NEW	15	—	+15	—	—	$716	—	2026-11-03
Creative Capital Management Investments LLC	UNCHANGED	14	14	0	0%	$679	$669	-$10	2026-10-28
Bay Harbor Wealth Management, LLC	INCREASED	11	10	+1	+10%	$485	$525	+$40	2026-11-03
DiNuzzo Private Wealth, Inc.	UNCHANGED	9	9	0	0%	$437	$430	-$7	2026-10-16
UMB Private Wealth Management, LLC	NEW	8	—	+8	—	—	$382	—	2026-10-19
Gilpin Wealth Management, LLC	UNCHANGED	6	6	0	0%	$292	$287	-$5	2026-10-09
Davis Capital Management	INCREASED	4	2	+2	+100%	$97	$191	+$94	2026-10-08
Cedar Mountain Advisors, LLC	UNCHANGED	4	4	0	0%	$194	$191	-$3	2026-10-15
Financial Consulate, Inc	NEW	3	—	+3	—	—	$144	—	2026-10-23
Provenance Wealth Advisors, LLC	NEW	3	—	+3	—	—	$143	—	2026-10-30
Hughes Financial Services, LLC	DECREASED	2	3	-1	-33%	$146	$103	-$43	2026-10-30
Abound Wealth Management	UNCHANGED	2	2	0	0%	$98	$96	-$2	2026-10-26
Signature Resources Capital Management, LLC	NEW	1	—	+1	—	—	$48	—	2026-10-16
DecisionPoint Financial, LLC	DECREASED	1	2	-1	-50%	$103	$49	-$54	2026-10-27
Maryland Capital Advisors Inc.	UNCHANGED	1	1	0	0%	$49	$48	-$1	2026-10-15
Thompson Siegel & Walmsley LLC	CLOSED	0	58,721	-58,721	-100%	$2.8M	$0	-$2.8M	2026-11-05
Virginia Retirement Systems ET Al	CLOSED	0	4,800	-4,800	-100%	$232.8K	$0	-$232.8K	2026-10-28
State of Wyoming	CLOSED	0	1,708	-1,708	-100%	$82.9K	$0	-$82.9K	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	500	-500	-100%	$24.3K	$0	-$24.3K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	100	-100	-100%	$5.1K	$0	-$5.1K	2026-11-02
Fulcrum Asset Management LLP	CLOSED	0	22	-22	-100%	$1.0K	$0	-$1.0K	2026-11-04
TD Waterhouse Canada Inc.	CLOSED	0	12	-12	-100%	$612	$0	-$612	2026-10-16
Plante Moran Financial Advisors, LLC	CLOSED	0	5	-5	-100%	$243	$0	-$243	2026-11-04
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
BlackRock, Inc.	N/A	—	6,200,086	-6,200,086	-100%	$300.8M	—	—	—
Neuberger Berman Group LLC	N/A	—	3,019,238	-3,019,238	-100%	$146.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,494,247	-2,494,247	-100%	$121.0M	—	—	—
Schroder Investment Management Group	N/A	—	2,434,536	-2,434,536	-100%	$118.1M	—	—	—
State Street Corp	N/A	—	2,263,854	-2,263,854	-100%	$109.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,666,448	-1,666,448	-100%	$80.8M	—	—	—
Bank of Montreal	N/A	—	1,578,053	-1,578,053	-100%	$76.6M	—	—	—
Brown Advisory Inc	N/A	—	1,266,653	-1,266,653	-100%	$61.4M	—	—	—
LSV Asset Management	N/A	—	1,022,604	-1,022,604	-100%	$49.6M	—	—	—
Geode Capital Management, LLC	N/A	—	1,006,220	-1,006,220	-100%	$48.8M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	923,562	-923,562	-100%	$44.8M	—	—	—
Neumeier Poma Investment Counsel LLC	N/A	—	865,460	-865,460	-100%	$42.0M	—	—	—
Clarkston Capital Partners, LLC	N/A	—	759,081	-759,081	-100%	$36.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	713,846	-713,846	-100%	$34.6M	—	—	—
Morgan Stanley	N/A	—	665,627	-665,627	-100%	$32.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	576,223	-576,223	-100%	$28.0M	—	—	—
Invesco Ltd.	N/A	—	545,369	-545,369	-100%	$26.5M	—	—	—
William Blair Investment Management, LLC	N/A	—	527,226	-527,226	-100%	$25.6M	—	—	—
JPMorgan Chase & Co	N/A	—	459,003	-459,003	-100%	$21.7M	—	—	—
FMR LLC	N/A	—	448,795	-448,795	-100%	$21.8M	—	—	—
Northern Trust Corp	N/A	—	424,616	-424,616	-100%	$20.6M	—	—	—
Allianz Asset Management GmbH	N/A	—	411,012	-411,012	-100%	$19.9M	—	—	—
Palisade Capital Management, LP	N/A	—	370,851	-370,851	-100%	$18.0M	—	—	—
New York State Common Retirement Fund	N/A	—	314,236	-314,236	-100%	$15.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	269,222	-269,222	-100%	$13.1M	—	—	—
Nuveen, LLC	N/A	—	240,231	-240,231	-100%	$11.7M	—	—	—
Loomis Sayles & Co L P	N/A	—	238,884	-238,884	-100%	$11.6M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	212,980	-212,980	-100%	$10.3M	—	—	—
UBS Asset Management Americas LLC	N/A	—	184,159	-184,159	-100%	$8.9M	—	—	—
Prudential Financial Inc	N/A	—	180,974	-180,974	-100%	$8.8M	—	—	—
Ancora Advisors LLCA	N/A	—	179,800	-179,800	-100%	$8.7M	—	—	—
UBS Group AG	N/A	—	168,257	-168,257	-100%	$8.2M	—	—	—
Victory Capital Management Inc	N/A	—	164,924	-164,924	-100%	$8.0M	—	—	—
Man Group plc	N/A	—	162,208	-162,208	-100%	$7.9M	—	—	—
Ameriprise Financial Inc	N/A	—	155,482	-155,482	-100%	$7.5M	—	—	—
Franklin Resources Inc	N/A	—	153,316	-153,316	-100%	$7.4M	—	—	—
First Trust Advisors LP	N/A	—	148,038	-148,038	-100%	$7.2M	—	—	—
Marshall Wace, LLP	N/A	—	142,121	-142,121	-100%	$6.9M	—	—	—
Public Sector Pension Investment Board	N/A	—	139,600	-139,600	-100%	$6.8M	—	—	—
Russell Investments Group, Ltd.	N/A	—	137,032	-137,032	-100%	$6.6M	—	—	—
American Century Companies Inc	N/A	—	133,464	-133,464	-100%	$6.5M	—	—	—
Citadel Advisors LLC	N/A	—	124,434	-124,434	-100%	$6.0M	—	—	—
Nordea Investment Management AB	N/A	—	124,079	-124,079	-100%	$5.8M	—	—	—
Jupiter Asset Management LTD	N/A	—	123,682	-123,682	-100%	$6.0M	—	—	—
AQR Capital Management LLC	N/A	—	114,451	-114,451	-100%	$5.4M	—	—	—
Jane Street Group, LLC	N/A	—	111,606	-111,606	-100%	$5.4M	—	—	—
Rhumbline Advisers	N/A	—	100,971	-100,971	-100%	$4.9M	—	—	—
Bessemer Group Inc	N/A	—	100,689	-100,689	-100%	$4.9M	—	—	—
Legal & General Group Plc	N/A	—	95,633	-95,633	-100%	$4.6M	—	—	—
Clark Estates Inc	N/A	—	94,400	-94,400	-100%	$4.6M	—	—	—
Jupiter Topco LLC	N/A	—	88,482	-88,482	-100%	$4.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	82,145	-82,145	-100%	$4.0M	—	—	—
Swiss National Bank	N/A	—	76,800	-76,800	-100%	$3.7M	—	—	—
Phocas Financial Corp.	N/A	—	75,604	-75,604	-100%	$3.7M	—	—	—
Raymond James Financial Inc	N/A	—	74,261	-74,261	-100%	$3.6M	—	—	—
Bank of America Corp	N/A	—	71,961	-71,961	-100%	$3.5M	—	—	—
Cannell & Spears LLC	N/A	—	67,422	-67,422	-100%	$3.3M	—	—	—
Quantinno Capital Management LP	N/A	—	65,752	-65,752	-100%	$3.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	63,153	-63,153	-100%	$3.1M	—	—	—
SEI Investments Co	N/A	—	58,718	-58,718	-100%	$2.8M	—	—	—
Advisors Asset Management, Inc.	N/A	—	56,222	-56,222	-100%	$2.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	55,508	-55,508	-100%	$2.7M	—	—	—
Ilex Capital Partners (UK) LLP	N/A	—	55,411	-55,411	-100%	$2.7M	—	—	—
Picton Mahoney Asset Management	N/A	—	54,820	-54,820	-100%	$2.7M	—	—	—
Martingale Asset Management L P	N/A	—	49,712	-49,712	-100%	$2.4M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	43,664	-43,664	-100%	$2.1M	—	—	—
Alliancebernstein L.P.	N/A	—	43,047	-43,047	-100%	$1.6M	—	—	—
California State Teachers Retirement System	N/A	—	42,482	-42,482	-100%	$2.1M	—	—	—
Deutsche Bank Ag\	N/A	—	42,267	-42,267	-100%	$2.1M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	42,117	-42,117	-100%	$2.0M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	41,880	-41,880	-100%	$2.0M	—	—	—
Wells Fargo & Company	N/A	—	40,230	-40,230	-100%	$2.0M	—	—	—
Martin & Co Inc	N/A	—	39,620	-39,620	-100%	$1.9M	—	—	—
Neo Ivy Capital Management	N/A	—	39,182	-39,182	-100%	$1.9M	—	—	—
Intech Investment Management LLC	N/A	—	39,104	-39,104	-100%	$1.9M	—	—	—
Magnetar Financial LLC	N/A	—	38,278	-38,278	-100%	$1.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	37,408	-37,408	-100%	$1.8M	—	—	—
Canada Life Assurance Co	N/A	—	36,069	-36,069	-100%	$1.7M	—	—	—
Jump Financial, LLC	N/A	—	35,300	-35,300	-100%	$1.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	35,000	-35,000	-100%	$1.7M	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	31,535	-31,535	-100%	$1.5M	—	—	—
Brickwood Asset Management LLP	N/A	—	26,820	-26,820	-100%	$1.3M	—	—	—
Credit Agricole S A	N/A	—	25,000	-25,000	-100%	$1.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	24,277	-24,277	-100%	$1.2M	—	—	—
MetLife Investment Management, LLC	N/A	—	23,029	-23,029	-100%	$1.1M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	21,773	-21,773	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	21,071	-21,071	-100%	$1.0M	—	—	—
Horizon Investments, LLC	N/A	—	19,230	-19,230	-100%	$1.7M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	18,113	-18,113	-100%	$878.7K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	16,248	-16,248	-100%	$788.2K	—	—	—
XTX Topco Ltd	N/A	—	15,856	-15,856	-100%	$769.2K	—	—	—
Freestone Grove Partners LP	N/A	—	14,368	-14,368	-100%	$697.0K	—	—	—
Foster & Motley Inc	N/A	—	13,218	-13,218	-100%	$641.0K	—	—	—
Handelsbanken Fonder AB	N/A	—	13,137	-13,137	-100%	$637	—	—	—
Teacher Retirement System of Texas	N/A	—	13,016	-13,016	-100%	$631.4K	—	—	—
Barclays PLC	N/A	—	12,891	-12,891	-100%	$625.3K	—	—	—
Captrust Financial Advisors	N/A	—	12,727	-12,727	-100%	$617.4K	—	—	—
Guggenheim Capital LLC	N/A	—	11,959	-11,959	-100%	$580.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	11,360	-11,360	-100%	$551.1K	—	—	—
Blackstone Inc.	N/A	—	10,502	-10,502	-100%	$509.5K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	10,359	-10,359	-100%	$503.0K	—	—	—
Glenmede Trust Co NA	N/A	—	10,284	-10,284	-100%	$498.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	10,260	-10,260	-100%	$497.7K	—	—	—
Tidal Investments LLC	N/A	—	10,259	-10,259	-100%	$497.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	10,161	-10,161	-100%	$492.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	10,051	-10,051	-100%	$487.6K	—	—	—
Blueshift Asset Management, LLC	N/A	—	9,568	-9,568	-100%	$464.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	9,400	-9,400	-100%	$456.0K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,226	-9,226	-100%	$447.6K	—	—	—
SG Americas Securities, LLC	N/A	—	8,998	-8,998	-100%	$436.0K	—	—	—
Banque Cantonale Vaudoise	N/A	—	8,207	-8,207	-100%	$398.0K	—	—	—
Royal Bank of Canada	N/A	—	8,092	-8,092	-100%	$392.0K	—	—	—
Klingenstein Fields & Co LP	N/A	—	7,909	-7,909	-100%	$383.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	7,625	-7,625	-100%	$369.9K	—	—	—
Voya Investment Management LLC	N/A	—	7,507	-7,507	-100%	$364.2K	—	—	—
Engineers Gate Manager LP	N/A	—	6,900	-6,900	-100%	$334.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,814	-6,814	-100%	$330.5K	—	—	—
PFG Investments, LLC	N/A	—	6,409	-6,409	-100%	$310.9K	—	—	—
Boothbay Fund Management, LLC	N/A	—	6,107	-6,107	-100%	$296.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,991	-5,991	-100%	$290.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	5,945	-5,945	-100%	$288.4K	—	—	—
LPL Financial LLC	N/A	—	5,742	-5,742	-100%	$278.6K	—	—	—
Mirabella Financial Services LLP	N/A	—	5,406	-5,406	-100%	$262.2K	—	—	—
New Vernon Capital Holdings II LLC	N/A	—	5,373	-5,373	-100%	$260.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,256	-5,256	-100%	$255.0K	—	—	—
SIT Investment Associates Inc	N/A	—	5,180	-5,180	-100%	$251.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	5,140	-5,140	-100%	$249.3K	—	—	—
Caxton Associates LLP	N/A	—	5,135	-5,135	-100%	$249.1K	—	—	—
State of Wisconsin Investment Board	N/A	—	5,131	-5,131	-100%	$248.9K	—	—	—
Evercore Wealth Management, LLC	N/A	—	5,060	-5,060	-100%	$245.5K	—	—	—
Centiva Capital, LP	N/A	—	5,057	-5,057	-100%	$245.3K	—	—	—
Millennium Management LLC	N/A	—	4,966	-4,966	-100%	$240.9K	—	—	—
Empowered Funds, LLC	N/A	—	4,930	-4,930	-100%	$239.2K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	4,682	-4,682	-100%	$227.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	4,603	-4,603	-100%	$223.3K	—	—	—
Trajan Wealth LLC	N/A	—	4,446	-4,446	-100%	$215.7K	—	—	—
Amundi	N/A	—	4,445	-4,445	-100%	$215.6K	—	—	—
Gotham Asset Management, LLC	N/A	—	4,386	-4,386	-100%	$212.8K	—	—	—
Stifel Financial Corp	N/A	—	4,183	-4,183	-100%	$202.9K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	3,715	-3,715	-100%	$180.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,440	-3,440	-100%	$166.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,251	-3,251	-100%	$157.7K	—	—	—
Nykredit A/S	N/A	—	2,652	-2,652	-100%	$128.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,606	-1,606	-100%	$77.9K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,502	-1,502	-100%	$73.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,493	-1,493	-100%	$72.4K	—	—	—
Millstone Evans Group, LLC	N/A	—	1,033	-1,033	-100%	$50.1K	—	—	—
Arax Advisory Partners	N/A	—	807	-807	-100%	$39.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	695	-695	-100%	$33.7K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	550	-550	-100%	$26.7K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	400	-400	-100%	$19.4K	—	—	—
Allworth Financial LP	N/A	—	359	-359	-100%	$17.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	353	-353	-100%	$17.2K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	300	-300	-100%	$14.6K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	271	-271	-100%	$13.1K	—	—	—
UMB Bank, n.a.	N/A	—	254	-254	-100%	$12.3K	—	—	—
Boreal Capital Management LLC	N/A	—	196	-196	-100%	$9.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	167	-167	-100%	$8.1K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	150	-150	-100%	$7.3K	—	—	—
Optiver Holding B.V.	N/A	—	131	-131	-100%	$6.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	99	-99	-100%	$4.8K	—	—	—
Rothschild Investment LLC	N/A	—	99	-99	-100%	$4.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	82	-82	-100%	$4.0K	—	—	—
CVA Family Office, LLC	N/A	—	77	-77	-100%	$3.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	55	-55	-100%	$2.9K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	51	-51	-100%	$2.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	47	-47	-100%	$2.2K	—	—	—
JPL Wealth Management, LLC	N/A	—	38	-38	-100%	$1.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	29	-29	-100%	$1.4K	—	—	—
Ankerstar Wealth, LLC	N/A	—	12	-12	-100%	$582	—	—	—
Clearstead Advisors, LLC	N/A	—	11	-11	-100%	$534	—	—	—
Rialto Wealth Management, LLC	N/A	—	9	-9	-100%	$437	—	—	—
Huntington National Bank	N/A	—	8	-8	-100%	$388	—	—	—
HFM Investment Advisors, LLC	N/A	—	7	-7	-100%	$340	—	—	—
Evolution Advisers, Inc.	N/A	—	6	-6	-100%	$0	—	—	—
Harbour Investments, Inc.	N/A	—	3	-3	-100%	$146	—	—	—
LRI Investments, LLC	N/A	—	3	-3	-100%	$146	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$49	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$50	—	—	—

Showing 286 of 286 institutions