Woori Financial (WF)

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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Creative Planning

INCREASED

Shares577,813 from 519,254

Change+58,559 (+11%)

Value$43.6M (+$13.8M)

Filed 2026-11-02

Ethic Inc.

DECREASED

Shares173,471 from 181,303

Change-7,832 (-4%)

Value$13.1M (+$2.7M)

Filed 2026-11-03

Dimensional Fund Advisors LP

INCREASED

Shares108,926 from 103,509

Change+5,417 (+5%)

Value$8.2M (+$2.3M)

Filed 2026-11-04

B. Metzler seel. Sohn & Co. AG

INCREASED

Shares97,745 from 92,846

Change+4,899 (+5%)

Value$7.4M (+$2.1M)

Filed 2026-10-30

US Bancorp \de\

INCREASED

Shares71,819 from 69,996

Change+1,823 (+3%)

Value$5.4M (+$1.4M)

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares51,503 from 49,721

Change+1,782 (+4%)

Value$3.9M (+$1.0M)

Filed 2026-10-23

Ritholtz Wealth Management

INCREASED

Shares47,840 from 42,830

Change+5,010 (+12%)

Value$3.6M (+$1.2M)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares46,784 from 39,792

Change+6,992 (+18%)

Value$3.5M (+$1.2M)

Filed 2026-10-21

Quadrant Capital Group LLC

INCREASED

Shares44,028 from 31,748

Change+12,280 (+39%)

Value$3.2M (+$1.3M)

Filed 2026-10-20

Tweedy, Browne Co LLC

NEW

Shares35,729

Change+35,729

Value$2.7M

Filed 2026-11-04

Exchange Traded Concepts, LLC

NEW

Shares35,729

Change+35,729

Value$2.7M

Filed 2026-10-28

PNC Financial Services Group, Inc.

DECREASED

Shares31,232 from 35,098

Change-3,866 (-11%)

Value$2.4M (+$344.7K)

Filed 2026-11-06

Frank, Rimerman Advisors LLC

DECREASED

Shares30,807 from 38,737

Change-7,930 (-20%)

Value$2.3M (+$103.7K)

Filed 2026-10-16

Vise Technologies, Inc.

INCREASED

Shares23,729 from 17,548

Change+6,181 (+35%)

Value$1.8M (+$785.3K)

Filed 2026-10-29

Nykredit A/S

DECREASED

Shares23,039 from 46,757

Change-23,718 (-51%)

Value$1.7M (-$943.5K)

Filed 2026-11-06

Parallel Advisors, LLC

INCREASED

Shares20,776 from 20,443

Change+333 (+2%)

Value$1.6M (+$396.0K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares20,538 from 21,714

Change-1,176 (-5%)

Value$1.6M (+$305.1K)

Filed 2026-11-04

Abacus Wealth Partners, LLC

DECREASED

Shares20,195 from 21,372

Change-1,177 (-6%)

Value$1.5M (+$298.8K)

Filed 2026-11-03

LPL Financial LLC

DECREASED

Shares18,970 from 20,255

Change-1,285 (-6%)

Value$1.4M (+$270.3K)

Filed 2026-11-06

PDS Planning, Inc

DECREASED

Shares15,613 from 18,515

Change-2,902 (-16%)

Value$1.2M (+$116.6K)

Filed 2026-11-03

Barclays PLC

DECREASED

Shares14,896 from 60,729

Change-45,833 (-75%)

Value$1.1M (-$2.4M)

Filed 2026-11-06

Crossmark Global Holdings, Inc.

DECREASED

Shares14,024 from 15,281

Change-1,257 (-8%)

Value$1.1M (+$182.2K)

Filed 2026-10-21

Greenspring Advisors, LLC

INCREASED

Shares13,208 from 7,379

Change+5,829 (+79%)

Value$997.8K (+$574.2K)

Filed 2026-11-05

Aprio Wealth Management, LLC

INCREASED

Shares12,413 from 11,997

Change+416 (+3%)

Value$937.7K (+$249.1K)

Filed 2026-10-28

Gamma Investing LLC

INCREASED

Shares12,110 from 10,136

Change+1,974 (+19%)

Value$914.8K (+$333.0K)

Filed 2026-10-08

Aaron Wealth Advisors LLC

DECREASED

Shares11,212 from 12,970

Change-1,758 (-14%)

Value$847.0K (+$102.5K)

Filed 2026-10-13

Savant Capital, LLC

INCREASED

Shares10,659 from 5,488

Change+5,171 (+94%)

Value$805.2K (+$463.9K)

Filed 2026-11-06

HB Wealth Management, LLC

INCREASED

Shares10,620 from 10,362

Change+258 (+2%)

Value$802.2K (+$207.4K)

Filed 2026-10-23

Compound Planning, Inc.

INCREASED

Shares10,328 from 8,693

Change+1,635 (+19%)

Value$780.2K (+$281.2K)

Filed 2026-11-05

Xponance LLC

DECREASED

Shares10,014 from 11,767

Change-1,753 (-15%)

Value$756.5K (+$81.0K)

Filed 2026-11-03

MW Advisory, LLC

INCREASED

Shares9,530 from 5,650

Change+3,880 (+69%)

Value$719.9K (+$395.6K)

Filed 2026-10-19

Kathmere Capital Management, LLC

INCREASED

Shares9,501 from 5,949

Change+3,552 (+60%)

Value$717.7K (+$376.2K)

Filed 2026-10-20

Crestwood Advisors Group, LLC

INCREASED

Shares8,416 from 7,605

Change+811 (+11%)

Value$635.7K (+$199.2K)

Filed 2026-10-27

Evergreen Capital Management LLC

INCREASED

Shares8,123 from 7,371

Change+752 (+10%)

Value$613.6K (+$190.5K)

Filed 2026-10-23

First Affirmative Financial Network

NEW

Shares8,020

Change+8,020

Value$605.8K

Filed 2026-10-21

Foster Group, Inc.

INCREASED

Shares7,774 from 7,439

Change+335 (+5%)

Value$587.2K (+$160.2K)

Filed 2026-10-13

Greenleaf Trust

DECREASED

Shares7,653 from 7,885

Change-232 (-3%)

Value$578.1K (+$125.5K)

Filed 2026-10-29

Ariadne Wealth Management, LP

UNCHANGED

Shares6,885 from 6,885

Change0 (0%)

Value$520.1K (+$124.9K)

Filed 2026-11-06

Centurion Wealth Management LLC

UNCHANGED

Shares6,850 from 6,850

Change0 (0%)

Value$517.4K (+$124.3K)

Filed 2026-10-13

Russell Investments Group, Ltd.

INCREASED

Shares6,802 from 5,384

Change+1,418 (+26%)

Value$513.8K (+$204.8K)

Filed 2026-11-06

Canopy Partners, LLC

DECREASED

Shares6,787 from 7,289

Change-502 (-7%)

Value$512.7K (+$94.3K)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

INCREASED

Shares6,725 from 6,714

Change+11 (+0%)

Value$508.0K (+$122.6K)

Filed 2026-11-04

Elevation Point Wealth Partners, LLC

DECREASED

Shares6,511 from 7,079

Change-568 (-8%)

Value$491.9K (+$85.5K)

Filed 2026-11-05

Summit Global Investments

UNCHANGED

Shares5,588 from 5,588

Change0 (0%)

Value$422 (-$320.6K)

Filed 2026-10-28

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares4,909 from 5,885

Change-976 (-17%)

Value$370.8K (+$33.0K)

Filed 2026-10-27

Profund Advisors LLC

DECREASED

Shares4,653 from 5,132

Change-479 (-9%)

Value$351.5K (+$56.9K)

Filed 2026-10-29

Blue Trust, Inc.

INCREASED

Shares4,534 from 4,141

Change+393 (+9%)

Value$342.5K (+$104.8K)

Filed 2026-10-15

Tuttle Capital Management, LLC

NEW

Shares4,483

Change+4,483

Value$337.2K

Filed 2026-10-21

First Command Advisory Services, Inc.

NEW

Shares4,377

Change+4,377

Value$330.6K

Filed 2026-11-05

Walkner Condon Financial Advisors LLC

DECREASED

Shares4,229 from 4,401

Change-172 (-4%)

Value$319.5K (+$66.8K)

Filed 2026-11-02

Apollon Wealth Management, LLC

NEW

Shares4,172

Change+4,172

Value$315.2K

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares4,143 from 4,104

Change+39 (+1%)

Value$313.0K (+$77.3K)

Filed 2026-10-08

Enterprise Financial Services Corp

INCREASED

Shares4,038 from 3,978

Change+60 (+2%)

Value$305.0K (+$76.7K)

Filed 2026-11-03

55 North Private Wealth, LLC

DECREASED

Shares4,022 from 5,090

Change-1,068 (-21%)

Value$303.8K (+$11.7K)

Filed 2026-10-20

Ascent Group, LLC

NEW

Shares4,019

Change+4,019

Value$303.6K

Filed 2026-10-30

Dynamic Advisor Solutions LLC

INCREASED

Shares4,018 from 3,733

Change+285 (+8%)

Value$303.5K (+$89.2K)

Filed 2026-10-13

Resonant Capital Advisors, LLC

INCREASED

Shares3,741 from 3,694

Change+47 (+1%)

Value$282.6K (+$70.6K)

Filed 2026-10-15

Angeles Wealth Management, LLC

DECREASED

Shares3,606 from 4,189

Change-583 (-14%)

Value$272.4K (+$31.9K)

Filed 2026-10-26

Quadrant Private Wealth Management, LLC

NEW

Shares3,605

Change+3,605

Value$272.3K

Filed 2026-11-04

Choreo, LLC

DECREASED

Shares3,550 from 3,717

Change-167 (-4%)

Value$268.2K (+$54.8K)

Filed 2026-10-28

Argos Wealth Advisors, LLC

UNCHANGED

Shares3,528 from 3,528

Change0 (0%)

Value$266.5K (+$64.0K)

Filed 2026-11-02

D'Orazio & Associates, Inc.

NEW

Shares3,502

Change+3,502

Value$264.5K

Filed 2026-11-04

Allworth Financial LP

INCREASED

Shares3,420 from 2,871

Change+549 (+19%)

Value$196.3K (+$31.5K)

Filed 2026-11-06

Hardy Reed LLC

NEW

Shares3,359

Change+3,359

Value$253.7K

Filed 2026-11-06

Rose Capital Advisors LLC

NEW

Shares3,059

Change+3,059

Value$231.1K

Filed 2026-11-04

Diversified Trust Co

NEW

Shares2,932

Change+2,932

Value$221.5K

Filed 2026-11-06

Piedmont Capital Management, LLC

NEW

Shares2,891

Change+2,891

Value$218.4K

Filed 2026-10-21

Allspring Global Investments Holdings, LLC

NEW

Shares2,875

Change+2,875

Value$215.1K

Filed 2026-11-04

Prime Capital Investment Advisors, LLC

NEW

Shares2,763

Change+2,763

Value$208.8K

Filed 2026-10-20

HUB Investment Partners, LLC

NEW

Shares2,754

Change+2,754

Value$208.0K

Filed 2026-11-03

Verdence Capital Advisors LLC

NEW

Shares2,723

Change+2,723

Value$205.7K

Filed 2026-10-26

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

NEW

Shares2,699

Change+2,699

Value$203.9K

Filed 2026-10-27

Eastern Bank

UNCHANGED

Shares2,437 from 2,437

Change0 (0%)

Value$184.1K (+$44.2K)

Filed 2026-10-05

Clearstead Advisors, LLC

UNCHANGED

Shares1,658 from 1,658

Change0 (0%)

Value$125.2K (+$30.1K)

Filed 2026-11-06

TD Private Client Wealth LLC

INCREASED

Shares1,564 from 1,496

Change+68 (+5%)

Value$118.1K (+$32.3K)

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares1,129 from 587

Change+542 (+92%)

Value$85.3K (+$51.6K)

Filed 2026-11-05

Mather Group, Llc.

NEW

Shares1,088

Change+1,088

Value$82.2K

Filed 2026-10-14

Westside Investment Management, Inc.

UNCHANGED

Shares1,024 from 1,024

Change0 (0%)

Value$77.0K (+$18.2K)

Filed 2026-11-02

Nisa Investment Advisors, LLC

INCREASED

Shares960 from 926

Change+34 (+4%)

Value$72.5K (+$19.4K)

Filed 2026-10-20

Bell Investment Advisors, Inc

INCREASED

Shares817 from 793

Change+24 (+3%)

Value$61.7K (+$16.2K)

Filed 2026-10-29

North Star Investment Management Corp.

INCREASED

Shares680 from 665

Change+15 (+2%)

Value$51.4K (+$13.2K)

Filed 2026-10-27

JFS Wealth Advisors, LLC

INCREASED

Shares455 from 444

Change+11 (+2%)

Value$34.4K (+$8.9K)

Filed 2026-11-03

UMB Bank, n.a.

UNCHANGED

Shares431 from 431

Change0 (0%)

Value$32.6K (+$7.8K)

Filed 2026-11-06

V-Square Quantitative Management LLC

UNCHANGED

Shares404 from 404

Change0 (0%)

Value$30.5K (+$7.3K)

Filed 2026-10-15

Financial Consulate, Inc

INCREASED

Shares396 from 216

Change+180 (+83%)

Value$29.9K (+$17.5K)

Filed 2026-10-23

Physician Wealth Advisors, Inc.

INCREASED

Shares374 from 256

Change+118 (+46%)

Value$28.3K (+$13.6K)

Filed 2026-10-20

Elevation Wealth Partners, LLC

UNCHANGED

Shares358 from 358

Change0 (0%)

Value$27.0K (+$6.5K)

Filed 2026-10-07

True Wealth Design, LLC

INCREASED

Shares301 from 232

Change+69 (+30%)

Value$22.7K (+$9.4K)

Filed 2026-10-13

Silver Grove Financial Group, Inc.

INCREASED

Shares270 from 203

Change+67 (+33%)

Value$20.4K (+$8.7K)

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares220

Change+220

Value$16.6K

Filed 2026-11-03

Parkside Financial Bank & Trust

DECREASED

Shares207 from 254

Change-47 (-18%)

Value$15.6K (+$1.1K)

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares159 from 159

Change0 (0%)

Value$12.0K (+$2.9K)

Filed 2026-10-21

Bare Financial Services, Inc

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$11.0K (+$2.6K)

Filed 2026-11-04

Versant Capital Management, Inc

DECREASED

Shares139 from 149

Change-10 (-7%)

Value$10.5K (+$1.9K)

Filed 2026-10-02

Private Trust Co NA

DECREASED

Shares117 from 141

Change-24 (-17%)

Value$8.8K (+$745)

Filed 2026-10-20

Clean Yield Group

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$7.6K (+$1.8K)

Filed 2026-10-28

IFP Advisors, Inc

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$7.5K (+$1.8K)

Filed 2026-10-16

Highline Wealth Partners LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$7.5K (+$1.8K)

Filed 2026-10-19

Downshift Financial, LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$6.6K (+$1.6K)

Filed 2026-10-13

Rossby Financial, LCC

DECREASED

Shares78 from 83

Change-5 (-6%)

Value$5.9K (+$1.1K)

Filed 2026-11-05

Breakwater Investment Management

NEW

Shares74

Change+74

Value$5.6K

Filed 2026-10-20

Gleason Group, Inc.

DECREASED

Shares62 from 97

Change-35 (-36%)

Value$4.7K (-$885)

Filed 2026-10-15

Elyxium Wealth, LLC

NEW

Shares58

Change+58

Value$4.4K

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares50

Change+50

Value$3.8K

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$3.8K (+$907)

Filed 2026-10-14

SBI Securities Co., Ltd.

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$3.4K (+$816)

Filed 2026-10-22

Granite FO LLC

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$3.2K (+$780)

Filed 2026-10-14

Ares Financial Consulting, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$3.0K (+$726)

Filed 2026-10-19

Noble Wealth Management PBC

DECREASED

Shares20 from 41

Change-21 (-51%)

Value$1.5K (-$842)

Filed 2026-10-01

Trust Co

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.2K (+$291)

Filed 2026-10-09

Financial Network Wealth Advisors LLC

NEW

Shares12

Change+12

Value$906

Filed 2026-10-28

Abound Wealth Management

DECREASED

Shares11 from 12

Change-1 (-8%)

Value$831 (+$142)

Filed 2026-10-26

Proathlete Wealth Management LLC

NEW

Shares2

Change+2

Value$151

Filed 2026-10-15

Geode Capital Management, LLC

CLOSED

Shares0 from 5,470

Change-5,470 (-100%)

Value$0 (-$314.0K)

Filed 2026-11-06

Kelleher Financial Advisors

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$2.2K)

Filed 2026-10-30

Deutsche Bank Ag\

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 (-$2.1K)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 3,116,474

Change-3,116,474 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,843,654

Change-1,843,654 (-100%)

Value—

Donald Smith & Co., Inc.

N/A

Shares— from 682,280

Change-682,280 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 491,804

Change-491,804 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 372,388

Change-372,388 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 220,870

Change-220,870 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 166,392

Change-166,392 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 165,355

Change-165,355 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 133,436

Change-133,436 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 129,758

Change-129,758 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 124,166

Change-124,166 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 121,544

Change-121,544 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 120,931

Change-120,931 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 106,492

Change-106,492 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 89,789

Change-89,789 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 88,611

Change-88,611 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 75,561

Change-75,561 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 70,791

Change-70,791 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 64,913

Change-64,913 (-100%)

Value—

FMR LLC

N/A

Shares— from 59,601

Change-59,601 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 58,528

Change-58,528 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 51,903

Change-51,903 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 48,470

Change-48,470 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 47,957

Change-47,957 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 44,845

Change-44,845 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 42,973

Change-42,973 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 37,713

Change-37,713 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 30,457

Change-30,457 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 29,549

Change-29,549 (-100%)

Value—

UBS Group AG

N/A

Shares— from 29,111

Change-29,111 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 28,238

Change-28,238 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 26,317

Change-26,317 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 24,618

Change-24,618 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 23,757

Change-23,757 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 23,194

Change-23,194 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 21,606

Change-21,606 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 20,895

Change-20,895 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 18,870

Change-18,870 (-100%)

Value—

Barometer Capital Management Inc.

N/A

Shares— from 18,800

Change-18,800 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 18,015

Change-18,015 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 16,509

Change-16,509 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 16,382

Change-16,382 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 15,786

Change-15,786 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 15,768

Change-15,768 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 15,751

Change-15,751 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 15,437

Change-15,437 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 15,104

Change-15,104 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 15,021

Change-15,021 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 14,517

Change-14,517 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 14,114

Change-14,114 (-100%)

Value—

West Family Investments, Inc.

N/A

Shares— from 12,565

Change-12,565 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 12,553

Change-12,553 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 12,006

Change-12,006 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,764

Change-11,764 (-100%)

Value—

BSW Wealth Partners

N/A

Shares— from 11,640

Change-11,640 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 9,819

Change-9,819 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 9,620

Change-9,620 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 9,569

Change-9,569 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 9,151

Change-9,151 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 9,078

Change-9,078 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 8,215

Change-8,215 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,237

Change-7,237 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 6,628

Change-6,628 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 6,447

Change-6,447 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 6,401

Change-6,401 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 6,148

Change-6,148 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,125

Change-6,125 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 6,018

Change-6,018 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 5,898

Change-5,898 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,808

Change-5,808 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 5,683

Change-5,683 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 5,460

Change-5,460 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 5,428

Change-5,428 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 5,323

Change-5,323 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 5,320

Change-5,320 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 5,043

Change-5,043 (-100%)

Value—

Calydon Capital

N/A

Shares— from 4,656

Change-4,656 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 4,247

Change-4,247 (-100%)

Value—

OneAscent Investment Solutions LLC

N/A

Shares— from 4,158

Change-4,158 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,595

Change-3,595 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2,994

Change-2,994 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,259

Change-2,259 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,914

Change-1,914 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,341

Change-1,341 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,320

Change-1,320 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 1,016

Change-1,016 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 508

Change-508 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 449

Change-449 (-100%)

Value—

Ramirez Asset Management, Inc.

N/A

Shares— from 424

Change-424 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 411

Change-411 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 355

Change-355 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 317

Change-317 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 304

Change-304 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 289

Change-289 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 274

Change-274 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 169

Change-169 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 167

Change-167 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 152

Change-152 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 150

Change-150 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 55

Change-55 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 54

Change-54 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 46

Change-46 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 31

Change-31 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 14

Change-14 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Creative Planning	INCREASED	577,813	519,254	+58,559	+11%	$29.8M	$43.6M	+$13.8M	2026-11-02
Ethic Inc.	DECREASED	173,471	181,303	-7,832	-4%	$10.4M	$13.1M	+$2.7M	2026-11-03
Dimensional Fund Advisors LP	INCREASED	108,926	103,509	+5,417	+5%	$5.9M	$8.2M	+$2.3M	2026-11-04
B. Metzler seel. Sohn & Co. AG	INCREASED	97,745	92,846	+4,899	+5%	$5.3M	$7.4M	+$2.1M	2026-10-30
US Bancorp \de\	INCREASED	71,819	69,996	+1,823	+3%	$4.0M	$5.4M	+$1.4M	2026-11-05
Signaturefd, LLC	INCREASED	51,503	49,721	+1,782	+4%	$2.9M	$3.9M	+$1.0M	2026-10-23
Ritholtz Wealth Management	INCREASED	47,840	42,830	+5,010	+12%	$2.5M	$3.6M	+$1.2M	2026-11-05
Assetmark, Inc	INCREASED	46,784	39,792	+6,992	+18%	$2.3M	$3.5M	+$1.2M	2026-10-21
Quadrant Capital Group LLC	INCREASED	44,028	31,748	+12,280	+39%	$1.8M	$3.2M	+$1.3M	2026-10-20
Tweedy, Browne Co LLC	NEW	35,729	—	+35,729	—	—	$2.7M	—	2026-11-04
Exchange Traded Concepts, LLC	NEW	35,729	—	+35,729	—	—	$2.7M	—	2026-10-28
PNC Financial Services Group, Inc.	DECREASED	31,232	35,098	-3,866	-11%	$2.0M	$2.4M	+$344.7K	2026-11-06
Frank, Rimerman Advisors LLC	DECREASED	30,807	38,737	-7,930	-20%	$2.2M	$2.3M	+$103.7K	2026-10-16
Vise Technologies, Inc.	INCREASED	23,729	17,548	+6,181	+35%	$1.0M	$1.8M	+$785.3K	2026-10-29
Nykredit A/S	DECREASED	23,039	46,757	-23,718	-51%	$2.7M	$1.7M	-$943.5K	2026-11-06
Parallel Advisors, LLC	INCREASED	20,776	20,443	+333	+2%	$1.2M	$1.6M	+$396.0K	2026-11-03
Citigroup Inc	DECREASED	20,538	21,714	-1,176	-5%	$1.2M	$1.6M	+$305.1K	2026-11-04
Abacus Wealth Partners, LLC	DECREASED	20,195	21,372	-1,177	-6%	$1.2M	$1.5M	+$298.8K	2026-11-03
LPL Financial LLC	DECREASED	18,970	20,255	-1,285	-6%	$1.2M	$1.4M	+$270.3K	2026-11-06
PDS Planning, Inc	DECREASED	15,613	18,515	-2,902	-16%	$1.1M	$1.2M	+$116.6K	2026-11-03
Barclays PLC	DECREASED	14,896	60,729	-45,833	-75%	$3.5M	$1.1M	-$2.4M	2026-11-06
Crossmark Global Holdings, Inc.	DECREASED	14,024	15,281	-1,257	-8%	$877.1K	$1.1M	+$182.2K	2026-10-21
Greenspring Advisors, LLC	INCREASED	13,208	7,379	+5,829	+79%	$423.6K	$997.8K	+$574.2K	2026-11-05
Aprio Wealth Management, LLC	INCREASED	12,413	11,997	+416	+3%	$688.6K	$937.7K	+$249.1K	2026-10-28
Gamma Investing LLC	INCREASED	12,110	10,136	+1,974	+19%	$581.8K	$914.8K	+$333.0K	2026-10-08
Aaron Wealth Advisors LLC	DECREASED	11,212	12,970	-1,758	-14%	$744.5K	$847.0K	+$102.5K	2026-10-13
Savant Capital, LLC	INCREASED	10,659	5,488	+5,171	+94%	$341.3K	$805.2K	+$463.9K	2026-11-06
HB Wealth Management, LLC	INCREASED	10,620	10,362	+258	+2%	$594.8K	$802.2K	+$207.4K	2026-10-23
Compound Planning, Inc.	INCREASED	10,328	8,693	+1,635	+19%	$499.0K	$780.2K	+$281.2K	2026-11-05
Xponance LLC	DECREASED	10,014	11,767	-1,753	-15%	$675.4K	$756.5K	+$81.0K	2026-11-03
MW Advisory, LLC	INCREASED	9,530	5,650	+3,880	+69%	$324.3K	$719.9K	+$395.6K	2026-10-19
Kathmere Capital Management, LLC	INCREASED	9,501	5,949	+3,552	+60%	$341.5K	$717.7K	+$376.2K	2026-10-20
Crestwood Advisors Group, LLC	INCREASED	8,416	7,605	+811	+11%	$436.5K	$635.7K	+$199.2K	2026-10-27
Evergreen Capital Management LLC	INCREASED	8,123	7,371	+752	+10%	$423.1K	$613.6K	+$190.5K	2026-10-23
First Affirmative Financial Network	NEW	8,020	—	+8,020	—	—	$605.8K	—	2026-10-21
Foster Group, Inc.	INCREASED	7,774	7,439	+335	+5%	$427.0K	$587.2K	+$160.2K	2026-10-13
Greenleaf Trust	DECREASED	7,653	7,885	-232	-3%	$452.6K	$578.1K	+$125.5K	2026-10-29
Ariadne Wealth Management, LP	UNCHANGED	6,885	6,885	0	0%	$395.2K	$520.1K	+$124.9K	2026-11-06
Centurion Wealth Management LLC	UNCHANGED	6,850	6,850	0	0%	$393.2K	$517.4K	+$124.3K	2026-10-13
Russell Investments Group, Ltd.	INCREASED	6,802	5,384	+1,418	+26%	$309.0K	$513.8K	+$204.8K	2026-11-06
Canopy Partners, LLC	DECREASED	6,787	7,289	-502	-7%	$418.4K	$512.7K	+$94.3K	2026-10-28
EverSource Wealth Advisors, LLC	INCREASED	6,725	6,714	+11	+0%	$385.4K	$508.0K	+$122.6K	2026-11-04
Elevation Point Wealth Partners, LLC	DECREASED	6,511	7,079	-568	-8%	$406.3K	$491.9K	+$85.5K	2026-11-05
Summit Global Investments	UNCHANGED	5,588	5,588	0	0%	$321.0K	$422	-$320.6K	2026-10-28
Pinnacle Wealth Planning Services, Inc.	DECREASED	4,909	5,885	-976	-17%	$337.8K	$370.8K	+$33.0K	2026-10-27
Profund Advisors LLC	DECREASED	4,653	5,132	-479	-9%	$294.6K	$351.5K	+$56.9K	2026-10-29
Blue Trust, Inc.	INCREASED	4,534	4,141	+393	+9%	$237.7K	$342.5K	+$104.8K	2026-10-15
Tuttle Capital Management, LLC	NEW	4,483	—	+4,483	—	—	$337.2K	—	2026-10-21
First Command Advisory Services, Inc.	NEW	4,377	—	+4,377	—	—	$330.6K	—	2026-11-05
Walkner Condon Financial Advisors LLC	DECREASED	4,229	4,401	-172	-4%	$252.6K	$319.5K	+$66.8K	2026-11-02
Apollon Wealth Management, LLC	NEW	4,172	—	+4,172	—	—	$315.2K	—	2026-10-23
Farther Finance Advisors, LLC	INCREASED	4,143	4,104	+39	+1%	$235.7K	$313.0K	+$77.3K	2026-10-08
Enterprise Financial Services Corp	INCREASED	4,038	3,978	+60	+2%	$228.3K	$305.0K	+$76.7K	2026-11-03
55 North Private Wealth, LLC	DECREASED	4,022	5,090	-1,068	-21%	$292.2K	$303.8K	+$11.7K	2026-10-20
Ascent Group, LLC	NEW	4,019	—	+4,019	—	—	$303.6K	—	2026-10-30
Dynamic Advisor Solutions LLC	INCREASED	4,018	3,733	+285	+8%	$214.3K	$303.5K	+$89.2K	2026-10-13
Resonant Capital Advisors, LLC	INCREASED	3,741	3,694	+47	+1%	$212.0K	$282.6K	+$70.6K	2026-10-15
Angeles Wealth Management, LLC	DECREASED	3,606	4,189	-583	-14%	$240.4K	$272.4K	+$31.9K	2026-10-26
Quadrant Private Wealth Management, LLC	NEW	3,605	—	+3,605	—	—	$272.3K	—	2026-11-04
Choreo, LLC	DECREASED	3,550	3,717	-167	-4%	$213.4K	$268.2K	+$54.8K	2026-10-28
Argos Wealth Advisors, LLC	UNCHANGED	3,528	3,528	0	0%	$202.5K	$266.5K	+$64.0K	2026-11-02
D'Orazio & Associates, Inc.	NEW	3,502	—	+3,502	—	—	$264.5K	—	2026-11-04
Allworth Financial LP	INCREASED	3,420	2,871	+549	+19%	$164.8K	$196.3K	+$31.5K	2026-11-06
Hardy Reed LLC	NEW	3,359	—	+3,359	—	—	$253.7K	—	2026-11-06
Rose Capital Advisors LLC	NEW	3,059	—	+3,059	—	—	$231.1K	—	2026-11-04
Diversified Trust Co	NEW	2,932	—	+2,932	—	—	$221.5K	—	2026-11-06
Piedmont Capital Management, LLC	NEW	2,891	—	+2,891	—	—	$218.4K	—	2026-10-21
Allspring Global Investments Holdings, LLC	NEW	2,875	—	+2,875	—	—	$215.1K	—	2026-11-04
Prime Capital Investment Advisors, LLC	NEW	2,763	—	+2,763	—	—	$208.8K	—	2026-10-20
HUB Investment Partners, LLC	NEW	2,754	—	+2,754	—	—	$208.0K	—	2026-11-03
Verdence Capital Advisors LLC	NEW	2,723	—	+2,723	—	—	$205.7K	—	2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	2,699	—	+2,699	—	—	$203.9K	—	2026-10-27
Eastern Bank	UNCHANGED	2,437	2,437	0	0%	$139.9K	$184.1K	+$44.2K	2026-10-05
Clearstead Advisors, LLC	UNCHANGED	1,658	1,658	0	0%	$95.2K	$125.2K	+$30.1K	2026-11-06
TD Private Client Wealth LLC	INCREASED	1,564	1,496	+68	+5%	$85.9K	$118.1K	+$32.3K	2026-10-28
Larson Financial Group LLC	INCREASED	1,129	587	+542	+92%	$33.7K	$85.3K	+$51.6K	2026-11-05
Mather Group, Llc.	NEW	1,088	—	+1,088	—	—	$82.2K	—	2026-10-14
Westside Investment Management, Inc.	UNCHANGED	1,024	1,024	0	0%	$58.8K	$77.0K	+$18.2K	2026-11-02
Nisa Investment Advisors, LLC	INCREASED	960	926	+34	+4%	$53.2K	$72.5K	+$19.4K	2026-10-20
Bell Investment Advisors, Inc	INCREASED	817	793	+24	+3%	$45.5K	$61.7K	+$16.2K	2026-10-29
North Star Investment Management Corp.	INCREASED	680	665	+15	+2%	$38.2K	$51.4K	+$13.2K	2026-10-27
JFS Wealth Advisors, LLC	INCREASED	455	444	+11	+2%	$25.5K	$34.4K	+$8.9K	2026-11-03
UMB Bank, n.a.	UNCHANGED	431	431	0	0%	$24.7K	$32.6K	+$7.8K	2026-11-06
V-Square Quantitative Management LLC	UNCHANGED	404	404	0	0%	$23.2K	$30.5K	+$7.3K	2026-10-15
Financial Consulate, Inc	INCREASED	396	216	+180	+83%	$12.4K	$29.9K	+$17.5K	2026-10-23
Physician Wealth Advisors, Inc.	INCREASED	374	256	+118	+46%	$14.7K	$28.3K	+$13.6K	2026-10-20
Elevation Wealth Partners, LLC	UNCHANGED	358	358	0	0%	$20.6K	$27.0K	+$6.5K	2026-10-07
True Wealth Design, LLC	INCREASED	301	232	+69	+30%	$13.3K	$22.7K	+$9.4K	2026-10-13
Silver Grove Financial Group, Inc.	INCREASED	270	203	+67	+33%	$11.7K	$20.4K	+$8.7K	2026-11-05
Ascentis Wealth Management, LLC	NEW	220	—	+220	—	—	$16.6K	—	2026-11-03
Parkside Financial Bank & Trust	DECREASED	207	254	-47	-18%	$14.6K	$15.6K	+$1.1K	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	159	159	0	0%	$9.1K	$12.0K	+$2.9K	2026-10-21
Bare Financial Services, Inc	UNCHANGED	145	145	0	0%	$8.3K	$11.0K	+$2.6K	2026-11-04
Versant Capital Management, Inc	DECREASED	139	149	-10	-7%	$8.6K	$10.5K	+$1.9K	2026-10-02
Private Trust Co NA	DECREASED	117	141	-24	-17%	$8.1K	$8.8K	+$745	2026-10-20
Clean Yield Group	UNCHANGED	100	100	0	0%	$5.7K	$7.6K	+$1.8K	2026-10-28
IFP Advisors, Inc	UNCHANGED	99	99	0	0%	$5.7K	$7.5K	+$1.8K	2026-10-16
Highline Wealth Partners LLC	UNCHANGED	99	99	0	0%	$5.7K	$7.5K	+$1.8K	2026-10-19
Downshift Financial, LLC	UNCHANGED	87	87	0	0%	$5.0K	$6.6K	+$1.6K	2026-10-13
Rossby Financial, LCC	DECREASED	78	83	-5	-6%	$4.8K	$5.9K	+$1.1K	2026-11-05
Breakwater Investment Management	NEW	74	—	+74	—	—	$5.6K	—	2026-10-20
Gleason Group, Inc.	DECREASED	62	97	-35	-36%	$5.6K	$4.7K	-$885	2026-10-15
Elyxium Wealth, LLC	NEW	58	—	+58	—	—	$4.4K	—	2026-10-27
Root Financial Partners, LLC	NEW	50	—	+50	—	—	$3.8K	—	2026-10-21
Triumph Capital Management	UNCHANGED	50	50	0	0%	$2.9K	$3.8K	+$907	2026-10-14
SBI Securities Co., Ltd.	UNCHANGED	45	45	0	0%	$2.6K	$3.4K	+$816	2026-10-22
Granite FO LLC	UNCHANGED	43	43	0	0%	$2.5K	$3.2K	+$780	2026-10-14
Ares Financial Consulting, LLC	UNCHANGED	40	40	0	0%	$2.3K	$3.0K	+$726	2026-10-19
Noble Wealth Management PBC	DECREASED	20	41	-21	-51%	$2.4K	$1.5K	-$842	2026-10-01
Trust Co	UNCHANGED	16	16	0	0%	$918	$1.2K	+$291	2026-10-09
Financial Network Wealth Advisors LLC	NEW	12	—	+12	—	—	$906	—	2026-10-28
Abound Wealth Management	DECREASED	11	12	-1	-8%	$689	$831	+$142	2026-10-26
Proathlete Wealth Management LLC	NEW	2	—	+2	—	—	$151	—	2026-10-15
Geode Capital Management, LLC	CLOSED	0	5,470	-5,470	-100%	$314.0K	$0	-$314.0K	2026-11-06
Kelleher Financial Advisors	CLOSED	0	38	-38	-100%	$2.2K	$0	-$2.2K	2026-10-30
Deutsche Bank Ag\	CLOSED	0	37	-37	-100%	$2.1K	$0	-$2.1K	2026-11-06
BlackRock, Inc.	N/A	—	3,116,474	-3,116,474	-100%	$178.9M	—	—	—
Morgan Stanley	N/A	—	1,843,654	-1,843,654	-100%	$105.8M	—	—	—
Donald Smith & Co., Inc.	N/A	—	682,280	-682,280	-100%	$13.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	491,804	-491,804	-100%	$28.2M	—	—	—
Quantinno Capital Management LP	N/A	—	372,388	-372,388	-100%	$21.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	220,870	-220,870	-100%	$12.7M	—	—	—
Marshall Wace, LLP	N/A	—	166,392	-166,392	-100%	$9.6M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	165,355	-165,355	-100%	$9.5M	—	—	—
Acadian Asset Management LLC	N/A	—	133,436	-133,436	-100%	$7.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	129,758	-129,758	-100%	$7.4M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	124,166	-124,166	-100%	$7.1M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	121,544	-121,544	-100%	$7.0M	—	—	—
Millennium Management LLC	N/A	—	120,931	-120,931	-100%	$6.9M	—	—	—
Vident Advisory, LLC	N/A	—	106,492	-106,492	-100%	$6.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	89,789	-89,789	-100%	$5.2M	—	—	—
Bank of America Corp	N/A	—	88,611	-88,611	-100%	$5.1M	—	—	—
Cerity Partners LLC	N/A	—	75,561	-75,561	-100%	$4.3M	—	—	—
Jane Street Group, LLC	N/A	—	70,791	-70,791	-100%	$4.1M	—	—	—
AQR Capital Management LLC	N/A	—	64,913	-64,913	-100%	$3.7M	—	—	—
FMR LLC	N/A	—	59,601	-59,601	-100%	$3.4M	—	—	—
First Trust Advisors LP	N/A	—	58,528	-58,528	-100%	$3.4M	—	—	—
IEQ Capital, LLC	N/A	—	51,903	-51,903	-100%	$3.0M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	48,470	-48,470	-100%	$2.8M	—	—	—
Ballentine Partners, LLC	N/A	—	47,957	-47,957	-100%	$2.8M	—	—	—
XTX Topco Ltd	N/A	—	44,845	-44,845	-100%	$2.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	42,973	-42,973	-100%	$2.5M	—	—	—
Northern Trust Corp	N/A	—	37,713	-37,713	-100%	$2.2M	—	—	—
Mariner, LLC	N/A	—	30,457	-30,457	-100%	$1.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	29,549	-29,549	-100%	$1.7M	—	—	—
UBS Group AG	N/A	—	29,111	-29,111	-100%	$1.7M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	28,238	-28,238	-100%	$1.6M	—	—	—
Invesco Ltd.	N/A	—	26,317	-26,317	-100%	$1.5M	—	—	—
Lazard Asset Management LLC	N/A	—	24,618	-24,618	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	23,757	-23,757	-100%	$1.4M	—	—	—
Pathstone Holdings, LLC	N/A	—	23,194	-23,194	-100%	$1.3M	—	—	—
Rhumbline Advisers	N/A	—	21,606	-21,606	-100%	$1.2M	—	—	—
Trexquant Investment LP	N/A	—	20,895	-20,895	-100%	$1.2M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	18,870	-18,870	-100%	$1.1M	—	—	—
Barometer Capital Management Inc.	N/A	—	18,800	-18,800	-100%	$1.1M	—	—	—
Caprock Group, LLC	N/A	—	18,015	-18,015	-100%	$1.0M	—	—	—
Guggenheim Capital LLC	N/A	—	16,509	-16,509	-100%	$947.6K	—	—	—
Bank of Montreal	N/A	—	16,382	-16,382	-100%	$940.3K	—	—	—
Venturi Wealth Management, LLC	N/A	—	15,786	-15,786	-100%	$906.1K	—	—	—
HighTower Advisors, LLC	N/A	—	15,768	-15,768	-100%	$905.1K	—	—	—
Bridgewater Advisors Inc.	N/A	—	15,751	-15,751	-100%	$1.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	15,437	-15,437	-100%	$886.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	15,104	-15,104	-100%	$867.0K	—	—	—
Composition Wealth, LLC	N/A	—	15,021	-15,021	-100%	$862.2K	—	—	—
QRG Capital Management, Inc.	N/A	—	14,517	-14,517	-100%	$833.3K	—	—	—
PCM Encore, LLC	N/A	—	14,114	-14,114	-100%	$810.1K	—	—	—
West Family Investments, Inc.	N/A	—	12,565	-12,565	-100%	$721.2K	—	—	—
Nuveen, LLC	N/A	—	12,553	-12,553	-100%	$720.5K	—	—	—
Syon Capital LLC	N/A	—	12,006	-12,006	-100%	$689.1K	—	—	—
Focus Partners Wealth	N/A	—	11,764	-11,764	-100%	$675.3K	—	—	—
BSW Wealth Partners	N/A	—	11,640	-11,640	-100%	$668.1K	—	—	—
Voleon Capital Management LP	N/A	—	9,819	-9,819	-100%	$563.6K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	9,620	-9,620	-100%	$552.2K	—	—	—
Aquatic Capital Management LLC	N/A	—	9,569	-9,569	-100%	$549.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	9,151	-9,151	-100%	$525.3K	—	—	—
JMN Financial LLC	N/A	—	9,078	-9,078	-100%	$521.1K	—	—	—
Ameriprise Financial Inc	N/A	—	8,215	-8,215	-100%	$471.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,237	-7,237	-100%	$415.4K	—	—	—
SEI Investments Co	N/A	—	6,628	-6,628	-100%	$380.5K	—	—	—
Captrust Financial Advisors	N/A	—	6,447	-6,447	-100%	$370.1K	—	—	—
Franklin Resources Inc	N/A	—	6,401	-6,401	-100%	$367.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	6,148	-6,148	-100%	$352.9K	—	—	—
HRT Financial LP	N/A	—	6,125	-6,125	-100%	$351.0K	—	—	—
Sivia Capital Partners, LLC	N/A	—	6,018	-6,018	-100%	$345.4K	—	—	—
Glenmede Trust Co NA	N/A	—	5,898	-5,898	-100%	$338.5K	—	—	—
JPMorgan Chase & Co	N/A	—	5,808	-5,808	-100%	$336.3K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	5,683	-5,683	-100%	$326.2K	—	—	—
Coldstream Capital Management Inc	N/A	—	5,460	-5,460	-100%	$313.4K	—	—	—
Tidal Investments LLC	N/A	—	5,428	-5,428	-100%	$311.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	5,323	-5,323	-100%	$305.5K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	5,320	-5,320	-100%	$305.4K	—	—	—
Drive Wealth Management, LLC	N/A	—	5,043	-5,043	-100%	$289.4K	—	—	—
Calydon Capital	N/A	—	4,656	-4,656	-100%	$267.3K	—	—	—
GeoWealth Management, LLC	N/A	—	4,247	-4,247	-100%	$243.8K	—	—	—
OneAscent Investment Solutions LLC	N/A	—	4,158	-4,158	-100%	$238.7K	—	—	—
Arax Advisory Partners	N/A	—	3,595	-3,595	-100%	$206.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2,994	-2,994	-100%	$172.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,259	-2,259	-100%	$129.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,914	-1,914	-100%	$110.8K	—	—	—
WealthCollab, LLC	N/A	—	1,341	-1,341	-100%	$77.0K	—	—	—
Royal Bank of Canada	N/A	—	1,320	-1,320	-100%	$75.0K	—	—	—
HM Payson & Co	N/A	—	1,016	-1,016	-100%	$58.3K	—	—	—
Vanguard National Trust Co	N/A	—	508	-508	-100%	$29.2K	—	—	—
Bessemer Group Inc	N/A	—	449	-449	-100%	$26.0K	—	—	—
Ramirez Asset Management, Inc.	N/A	—	424	-424	-100%	$24.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	411	-411	-100%	$23.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	355	-355	-100%	$20.2K	—	—	—
Cornerstone Financial Management LLC	N/A	—	317	-317	-100%	$18.2K	—	—	—
LRI Investments, LLC	N/A	—	304	-304	-100%	$17.5K	—	—	—
Raffa Wealth Management, LLC	N/A	—	300	-300	-100%	$17.2K	—	—	—
Wells Fargo & Company	N/A	—	289	-289	-100%	$16.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	274	-274	-100%	$15.7K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	169	-169	-100%	$9.7K	—	—	—
SHP Wealth Management	N/A	—	167	-167	-100%	$9.6K	—	—	—
Harbour Investments, Inc.	N/A	—	152	-152	-100%	$8.7K	—	—	—
Ancora Advisors LLCA	N/A	—	150	-150	-100%	$8.6K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	74	-74	-100%	$4.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	55	-55	-100%	$3.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	54	-54	-100%	$3.0K	—	—	—
Huntington National Bank	N/A	—	46	-46	-100%	$2.6K	—	—	—
Crewe Advisors LLC	N/A	—	45	-45	-100%	$2.6K	—	—	—
Dogwood Wealth Management LLC	N/A	—	40	-40	-100%	$2.3K	—	—	—
Elequin Capital, LP	N/A	—	31	-31	-100%	$1.8K	—	—	—
Silicon Valley Capital Partners	N/A	—	14	-14	-100%	$826	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

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