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ZTO Express Cayman Inc (ZTO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pzena Investment Management LLC
DECREASED
Shares5,571,479 from 7,322,331
Change-1,750,852 (-24%)
Value$108.2M (-$55.7M)
Filed 2026-10-30
Temasek Holdings (Private) Ltd
UNCHANGED
Shares4,147,325 from 4,147,325
Change0 (0%)
Value$80.5M (-$12.3M)
Filed 2026-10-28
Fisher Asset Management, LLC
DECREASED
Shares3,400,228 from 3,499,424
Change-99,196 (-3%)
Value$66.0M (-$12.3M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares2,462,842 from 747,506
Change+1,715,336 (+229%)
Value$47.8M (+$31.1M)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares2,224,806 from 1,914,997
Change+309,809 (+16%)
Value$43.2M (+$348.1K)
Filed 2026-11-02
Todd Asset Management LLC
INCREASED
Shares1,894,890 from 1,891,052
Change+3,838 (+0%)
Value$36.8M (-$5.5M)
Filed 2026-10-27
Dimensional Fund Advisors LP
DECREASED
Shares1,296,338 from 1,467,205
Change-170,867 (-12%)
Value$25.2M (-$7.6M)
Filed 2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares750,000
Change+750,000
Value$14.6M
Filed 2026-11-04
Crossmark Global Holdings, Inc.
DECREASED
Shares683,910 from 712,014
Change-28,104 (-4%)
Value$13.3M (-$2.7M)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares569,237 from 466,340
Change+102,897 (+22%)
Value$11.1M (+$632.6K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED
Shares509,092 from 509,092
Change0 (0%)
Value$9.9M (-$1.5M)
Filed 2026-11-05
Virtus Family Office LLC
INCREASED
Shares245,504 from 226,163
Change+19,341 (+9%)
Value$4.8M (-$293.9K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW
Shares202,753
Change+202,753
Value$3.9M
Filed 2026-10-16
DekaBank Deutsche Girozentrale
INCREASED
Shares177,566 from 162,421
Change+15,145 (+9%)
Value$3.5K (-$453)
Filed 2026-10-27
KBC Group NV
DECREASED
Shares150,727 from 181,823
Change-31,096 (-17%)
Value$2.9K (-$4.1M)
Filed 2026-10-22
Swedbank AB
UNCHANGED
Shares123,880 from 123,880
Change0 (0%)
Value$2.4M (-$366.7K)
Filed 2026-10-27
Point Nemo Capital, LLC
INCREASED
Shares67,220 from 59,169
Change+8,051 (+14%)
Value$1.3M (-$18.8K)
Filed 2026-11-03
Quadrant Capital Group LLC
INCREASED
Shares66,021 from 30,781
Change+35,240 (+114%)
Value$1.4M (+$675.8K)
Filed 2026-10-20
Swiss Life Asset Management Ltd
NEW
Shares63,350
Change+63,350
Value$1.2M
Filed 2026-11-03
Profund Advisors LLC
INCREASED
Shares58,895 from 57,798
Change+1,097 (+2%)
Value$1.1M (-$149.8K)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares40,211 from 43,971
Change-3,760 (-9%)
Value$780.9K (-$203.2K)
Filed 2026-11-06
Tuttle Capital Management, LLC
NEW
Shares36,412
Change+36,412
Value$710.0K
Filed 2026-10-21
US Bancorp \de\
DECREASED
Shares32,884 from 81,433
Change-48,549 (-60%)
Value$638.6K (-$1.2M)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares31,758 from 27,256
Change+4,502 (+17%)
Value$616.7K (+$6.7K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares26,867 from 26,081
Change+786 (+3%)
Value$521.8K (-$61.9K)
Filed 2026-11-05
U S Global Investors Inc
INCREASED
Shares25,184 from 24,296
Change+888 (+4%)
Value$489.1K (-$54.7K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares23,825 from 23,598
Change+227 (+1%)
Value$462.7K (-$65.4K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares23,586 from 44,399
Change-20,813 (-47%)
Value$458.0K (-$597.3K)
Filed 2026-11-06
Nykredit A/S
UNCHANGED
Shares14,648 from 14,648
Change0 (0%)
Value$284.5K (-$43.4K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares14,152 from 15,034
Change-882 (-6%)
Value$274.8K (-$61.6K)
Filed 2026-11-06
Confluence Investment Management LLC
INCREASED
Shares14,094 from 13,966
Change+128 (+1%)
Value$273.7K (-$38.9K)
Filed 2026-10-01
Frank, Rimerman Advisors LLC
INCREASED
Shares12,753 from 12,730
Change+23 (+0%)
Value$247.7K (-$37.2K)
Filed 2026-10-16
Summit Global Investments
NEW
Shares12,290
Change+12,290
Value$239
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares11,299 from 14,799
Change-3,500 (-24%)
Value$219.4K (-$111.8K)
Filed 2026-11-05
Xponance LLC
NEW
Shares10,466
Change+10,466
Value$203.3K
Filed 2026-11-03
Vise Technologies, Inc.
NEW
Shares10,437
Change+10,437
Value$202.7K
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares5,418 from 5,295
Change+123 (+2%)
Value$105.2K (-$13.3K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares3,512 from 5,968
Change-2,456 (-41%)
Value$68.2K (-$65.4K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares3,355 from 7,415
Change-4,060 (-55%)
Value$76.1K (-$98.8K)
Filed 2026-10-29
Signaturefd, LLC
DECREASED
Shares3,143 from 4,268
Change-1,125 (-26%)
Value$61.0K (-$34.5K)
Filed 2026-10-23
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares2,587 from 2,587
Change0 (0%)
Value$50.2K (-$7.7K)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares2,400 from 17,873
Change-15,473 (-87%)
Value$46.6K (-$353.4K)
Filed 2026-10-21
Bayforest Capital Ltd
DECREASED
Shares1,841 from 5,780
Change-3,939 (-68%)
Value$35.8K (-$93.6K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares1,808 from 1,360
Change+448 (+33%)
Value$40.5K (+$10.0K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares1,620 from 2,440
Change-820 (-34%)
Value$31.5K (-$23.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares1,525 from 2,314
Change-789 (-34%)
Value$29.6K (-$22.1K)
Filed 2026-10-08
Natixis
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$27.8K (-$3.9K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares1,176 from 10,336
Change-9,160 (-89%)
Value$22.8K (-$208.5K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares538 from 489
Change+49 (+10%)
Value$10.4K (-$495)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares520 from 517
Change+3 (+1%)
Value$10.1K (-$1.5K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$9.8K (-$1.5K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$9.6K (-$1.5K)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$6.8K (-$1.0K)
Filed 2026-10-30
First Horizon Corp
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$5.9K (-$897)
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares192
Change+192
Value$3.7K
Filed 2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$3.6K (-$554)
Filed 2026-11-03
True Wealth Design, LLC
DECREASED
Shares179 from 204
Change-25 (-12%)
Value$3.5K (-$1.1K)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares165 from 143
Change+22 (+15%)
Value$3.2K (+$4)
Filed 2026-10-20
Highline Wealth Partners LLC
DECREASED
Shares135 from 258
Change-123 (-48%)
Value$2.6K (-$3.2K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares127 from 145
Change-18 (-12%)
Value$2.5K (-$779)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares108 from 4,516
Change-4,408 (-98%)
Value$2.1K (-$99.0K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares108 from 393
Change-285 (-73%)
Value$2.1K (-$6.7K)
Filed 2026-10-15
Financial Consulate, Inc
DECREASED
Shares101 from 634
Change-533 (-84%)
Value$2.0K (-$12.2K)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares86 from 110
Change-24 (-22%)
Value$1.7K (-$792)
Filed 2026-10-27
Bell Investment Advisors, Inc
DECREASED
Shares79 from 154
Change-75 (-49%)
Value$1.5K (-$1.9K)
Filed 2026-10-29
Leonteq Securities AG
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$1.4K (-$210)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares62 from 43
Change+19 (+44%)
Value$1.2K (+$242)
Filed 2026-11-05
Ascentis Wealth Management, LLC
NEW
Shares53
Change+53
Value$1.0K
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares48 from 6,919
Change-6,871 (-99%)
Value$932 (-$153.9K)
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$447 (-$68)
Filed 2026-10-19
Birch Financial Group, LLC
NEW
Shares20
Change+20
Value$379
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares19
Change+19
Value$369
Filed 2026-10-21
First Command Advisory Services, Inc.
NEW
Shares18
Change+18
Value$350
Filed 2026-11-05
Versant Capital Management, Inc
DECREASED
Shares16 from 93
Change-77 (-83%)
Value$311 (-$1.8K)
Filed 2026-10-02
Abound Wealth Management
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$136 (-$21)
Filed 2026-10-26
Portman Square Capital LLP
CLOSED
Shares0 from 71,243
Change-71,243 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-15
Imc-Chicago, LLC
CLOSED
Shares0 from 44,932
Change-44,932 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
LPL Financial LLC
CLOSED
Shares0 from 31,425
Change-31,425 (-100%)
Value$0 (-$703.3K)
Filed 2026-11-06
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 12,059
Change-12,059 (-100%)
Value$0 (-$269.9K)
Filed 2026-10-26
Lester Murray Antman dba SimplyRich
CLOSED
Shares0 from 11,121
Change-11,121 (-100%)
Value$0 (-$248.0K)
Filed 2026-11-06
Merit Financial Group, LLC
CLOSED
Shares0 from 10,959
Change-10,959 (-100%)
Value$0 (-$245.3K)
Filed 2026-11-06
Pictet Asset Management Holding SA
CLOSED
Shares0 from 9,300
Change-9,300 (-100%)
Value$0 (-$208.1K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-07
Private Trust Co NA
CLOSED
Shares0 from 351
Change-351 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-23
Deutsche Bank Ag\
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$940)
Filed 2026-11-06
Goldman Sachs Group Inc
N/A
Shares— from 5,285,030
Change-5,285,030 (-100%)
Value—
Serenity Capital Management Pte. Ltd.
N/A
Shares— from 5,056,987
Change-5,056,987 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,130,197
Change-4,130,197 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 1,994,127
Change-1,994,127 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,742,654
Change-1,742,654 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,346,942
Change-1,346,942 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,188,250
Change-1,188,250 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,096,684
Change-1,096,684 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,026,694
Change-1,026,694 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 979,113
Change-979,113 (-100%)
Value—
State Street Corp
N/A
Shares— from 949,365
Change-949,365 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 887,573
Change-887,573 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 734,836
Change-734,836 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 651,562
Change-651,562 (-100%)
Value—
UBS Group AG
N/A
Shares— from 555,929
Change-555,929 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 453,093
Change-453,093 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 411,789
Change-411,789 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 406,600
Change-406,600 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 383,396
Change-383,396 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 308,922
Change-308,922 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 301,208
Change-301,208 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 296,850
Change-296,850 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 292,310
Change-292,310 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 260,000
Change-260,000 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 258,869
Change-258,869 (-100%)
Value—
Aviva PLC
N/A
Shares— from 258,246
Change-258,246 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 205,776
Change-205,776 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 181,176
Change-181,176 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 178,551
Change-178,551 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 178,503
Change-178,503 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 169,701
Change-169,701 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 162,758
Change-162,758 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 144,891
Change-144,891 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 119,499
Change-119,499 (-100%)
Value—
Man Group plc
N/A
Shares— from 118,366
Change-118,366 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 113,608
Change-113,608 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 113,112
Change-113,112 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 108,529
Change-108,529 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 105,313
Change-105,313 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 103,135
Change-103,135 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 96,825
Change-96,825 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 71,956
Change-71,956 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 67,204
Change-67,204 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 67,175
Change-67,175 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 64,627
Change-64,627 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 64,023
Change-64,023 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 61,525
Change-61,525 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 60,268
Change-60,268 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 56,021
Change-56,021 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 53,694
Change-53,694 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 53,016
Change-53,016 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 51,108
Change-51,108 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 50,020
Change-50,020 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 47,914
Change-47,914 (-100%)
Value—
Long Corridor Asset Management Ltd
N/A
Shares— from 46,000
Change-46,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 45,813
Change-45,813 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 40,261
Change-40,261 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 38,979
Change-38,979 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 38,741
Change-38,741 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 37,106
Change-37,106 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 35,690
Change-35,690 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 35,385
Change-35,385 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 34,832
Change-34,832 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 29,666
Change-29,666 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 27,940
Change-27,940 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 27,707
Change-27,707 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 26,054
Change-26,054 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 24,012
Change-24,012 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 23,840
Change-23,840 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 23,817
Change-23,817 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 21,783
Change-21,783 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 21,290
Change-21,290 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 20,399
Change-20,399 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 19,816
Change-19,816 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 19,510
Change-19,510 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 16,459
Change-16,459 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 16,097
Change-16,097 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,704
Change-12,704 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,160
Change-11,160 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 9,965
Change-9,965 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,871
Change-9,871 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 922
Change-922 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 540
Change-540 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 398
Change-398 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 151
Change-151 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 131
Change-131 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 111
Change-111 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 109
Change-109 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 38
Change-38 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 32
Change-32 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Pzena Investment Management LLC
DECREASED5,571,4797,322,331-1,750,852-24%$163.9M$108.2M-$55.7M2026-10-30
Temasek Holdings (Private) Ltd
UNCHANGED4,147,3254,147,32500%$92.8M$80.5M-$12.3M2026-10-28
Fisher Asset Management, LLC
DECREASED3,400,2283,499,424-99,196-3%$78.3M$66.0M-$12.3M2026-11-06
Citigroup Inc
INCREASED2,462,842747,506+1,715,336+229%$16.7M$47.8M+$31.1M2026-11-04
MacKenzie Financial Corp
INCREASED2,224,8061,914,997+309,809+16%$42.9M$43.2M+$348.1K2026-11-02
Todd Asset Management LLC
INCREASED1,894,8901,891,052+3,838+0%$42.3M$36.8M-$5.5M2026-10-27
Dimensional Fund Advisors LP
DECREASED1,296,3381,467,205-170,867-12%$32.8M$25.2M-$7.6M2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW750,000—+750,000——$14.6M—2026-11-04
Crossmark Global Holdings, Inc.
DECREASED683,910712,014-28,104-4%$15.9M$13.3M-$2.7M2026-10-21
Russell Investments Group, Ltd.
INCREASED569,237466,340+102,897+22%$10.4M$11.1M+$632.6K2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED509,092509,09200%$11.4M$9.9M-$1.5M2026-11-05
Virtus Family Office LLC
INCREASED245,504226,163+19,341+9%$5.1M$4.8M-$293.9K2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW202,753—+202,753——$3.9M—2026-10-16
DekaBank Deutsche Girozentrale
INCREASED177,566162,421+15,145+9%$3.9K$3.5K-$4532026-10-27
KBC Group NV
DECREASED150,727181,823-31,096-17%$4.1M$2.9K-$4.1M2026-10-22
Swedbank AB
UNCHANGED123,880123,88000%$2.8M$2.4M-$366.7K2026-10-27
Point Nemo Capital, LLC
INCREASED67,22059,169+8,051+14%$1.3M$1.3M-$18.8K2026-11-03
Quadrant Capital Group LLC
INCREASED66,02130,781+35,240+114%$688.9K$1.4M+$675.8K2026-10-20
Swiss Life Asset Management Ltd
NEW63,350—+63,350——$1.2M—2026-11-03
Profund Advisors LLC
INCREASED58,89557,798+1,097+2%$1.3M$1.1M-$149.8K2026-10-29
Barclays PLC
DECREASED40,21143,971-3,760-9%$984.1K$780.9K-$203.2K2026-11-06
Tuttle Capital Management, LLC
NEW36,412—+36,412——$710.0K—2026-10-21
US Bancorp \de\
DECREASED32,88481,433-48,549-60%$1.8M$638.6K-$1.2M2026-11-05
Ethic Inc.
INCREASED31,75827,256+4,502+17%$610.0K$616.7K+$6.7K2026-11-03
Fifth Third Bancorp
INCREASED26,86726,081+786+3%$583.7K$521.8K-$61.9K2026-11-05
U S Global Investors Inc
INCREASED25,18424,296+888+4%$543.7K$489.1K-$54.7K2026-10-22
Creative Planning
INCREASED23,82523,598+227+1%$528.1K$462.7K-$65.4K2026-11-02
Savant Capital, LLC
DECREASED23,58644,399-20,813-47%$1.1M$458.0K-$597.3K2026-11-06
Nykredit A/S
UNCHANGED14,64814,64800%$327.8K$284.5K-$43.4K2026-11-06
PNC Financial Services Group, Inc.
DECREASED14,15215,034-882-6%$336.5K$274.8K-$61.6K2026-11-06
Confluence Investment Management LLC
INCREASED14,09413,966+128+1%$312.6K$273.7K-$38.9K2026-10-01
Frank, Rimerman Advisors LLC
INCREASED12,75312,730+23+0%$284.9K$247.7K-$37.2K2026-10-16
Summit Global Investments
NEW12,290—+12,290——$239—2026-10-28
Compound Planning, Inc.
DECREASED11,29914,799-3,500-24%$331.2K$219.4K-$111.8K2026-11-05
Xponance LLC
NEW10,466—+10,466——$203.3K—2026-11-03
Vise Technologies, Inc.
NEW10,437—+10,437——$202.7K—2026-10-29
EverSource Wealth Advisors, LLC
INCREASED5,4185,295+123+2%$118.5K$105.2K-$13.3K2026-11-04
Parallel Advisors, LLC
DECREASED3,5125,968-2,456-41%$133.6K$68.2K-$65.4K2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED3,3557,415-4,060-55%$174.9K$76.1K-$98.8K2026-10-29
Signaturefd, LLC
DECREASED3,1434,268-1,125-26%$95.5K$61.0K-$34.5K2026-10-23
Eurizon Capital SGR S.p.A.
UNCHANGED2,5872,58700%$57.9K$50.2K-$7.7K2026-11-06
Assetmark, Inc
DECREASED2,40017,873-15,473-87%$400.0K$46.6K-$353.4K2026-10-21
Bayforest Capital Ltd
DECREASED1,8415,780-3,939-68%$129.4K$35.8K-$93.6K2026-11-03
Allworth Financial LP
INCREASED1,8081,360+448+33%$30.4K$40.5K+$10.0K2026-11-06
Larson Financial Group LLC
DECREASED1,6202,440-820-34%$54.6K$31.5K-$23.1K2026-11-05
Farther Finance Advisors, LLC
DECREASED1,5252,314-789-34%$51.7K$29.6K-$22.1K2026-10-08
Natixis
UNCHANGED1,4241,42400%$31.7K$27.8K-$3.9K2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED1,17610,336-9,160-89%$231.3K$22.8K-$208.5K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED538489+49+10%$10.9K$10.4K-$4952026-11-05
SBI Securities Co., Ltd.
INCREASED520517+3+1%$11.6K$10.1K-$1.5K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED50750700%$11.3K$9.8K-$1.5K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED49349300%$11.0K$9.6K-$1.5K2026-10-21
Spire Wealth Management
UNCHANGED35035000%$7.8K$6.8K-$1.0K2026-10-30
First Horizon Corp
UNCHANGED30330300%$6.8K$5.9K-$8972026-10-26
Proathlete Wealth Management LLC
NEW192—+192——$3.7K—2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED18718700%$4.2K$3.6K-$5542026-11-03
True Wealth Design, LLC
DECREASED179204-25-12%$4.6K$3.5K-$1.1K2026-10-13
Nisa Investment Advisors, LLC
INCREASED165143+22+15%$3.2K$3.2K+$42026-10-20
Highline Wealth Partners LLC
DECREASED135258-123-48%$5.8K$2.6K-$3.2K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED127145-18-12%$3.2K$2.5K-$7792026-10-20
TD Private Client Wealth LLC
DECREASED1084,516-4,408-98%$101.1K$2.1K-$99.0K2026-10-28
Blue Trust, Inc.
DECREASED108393-285-73%$8.8K$2.1K-$6.7K2026-10-15
Financial Consulate, Inc
DECREASED101634-533-84%$14.2K$2.0K-$12.2K2026-10-23
North Star Investment Management Corp.
DECREASED86110-24-22%$2.5K$1.7K-$7922026-10-27
Bell Investment Advisors, Inc
DECREASED79154-75-49%$3.4K$1.5K-$1.9K2026-10-29
Leonteq Securities AG
UNCHANGED717100%$1.6K$1.4K-$2102026-10-29
Rossby Financial, LCC
INCREASED6243+19+44%$962$1.2K+$2422026-11-05
Ascentis Wealth Management, LLC
NEW53—+53——$1.0K—2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED486,919-6,871-99%$154.8K$932-$153.9K2026-10-29
Ares Financial Consulting, LLC
UNCHANGED232300%$515$447-$682026-10-19
Birch Financial Group, LLC
NEW20—+20——$379—2026-10-27
Root Financial Partners, LLC
NEW19—+19——$369—2026-10-21
First Command Advisory Services, Inc.
NEW18—+18——$350—2026-11-05
Versant Capital Management, Inc
DECREASED1693-77-83%$2.1K$311-$1.8K2026-10-02
Abound Wealth Management
UNCHANGED7700%$157$136-$212026-10-26
Portman Square Capital LLP
CLOSED071,243-71,243-100%$1.6M$0-$1.6M2026-10-15
Imc-Chicago, LLC
CLOSED044,932-44,932-100%$1.0M$0-$1.0M2026-11-05
LPL Financial LLC
CLOSED031,425-31,425-100%$703.3K$0-$703.3K2026-11-06
SmartHarvest Portfolios, LLC
CLOSED012,059-12,059-100%$269.9K$0-$269.9K2026-10-26
Lester Murray Antman dba SimplyRich
CLOSED011,121-11,121-100%$248.0K$0-$248.0K2026-11-06
Merit Financial Group, LLC
CLOSED010,959-10,959-100%$245.3K$0-$245.3K2026-11-06
Pictet Asset Management Holding SA
CLOSED09,300-9,300-100%$208.1K$0-$208.1K2026-11-03
Elevation Wealth Partners, LLC
CLOSED0371-371-100%$8.3K$0-$8.3K2026-10-07
Private Trust Co NA
CLOSED0351-351-100%$7.9K$0-$7.9K2026-10-20
Stone House Investment Management, LLC
CLOSED0179-179-100%$4.0K$0-$4.0K2026-10-23
Deutsche Bank Ag\
CLOSED042-42-100%$940$0-$9402026-11-06
Goldman Sachs Group Inc
N/A—5,285,030-5,285,030-100%$118.3M———
Serenity Capital Management Pte. Ltd.
N/A—5,056,987-5,056,987-100%$113.2M———
Morgan Stanley
N/A—4,130,197-4,130,197-100%$92.4M———
Platinum Investment Management LTD
N/A—1,994,127-1,994,127-100%$44.6M———
Marshall Wace, LLP
N/A—1,742,654-1,742,654-100%$39.0M———
Legal & General Group Plc
N/A—1,346,942-1,346,942-100%$30.2M———
Teachers Retirement System of the State of Kentucky
N/A—1,188,250-1,188,250-100%$26.6M———
Citadel Advisors LLC
N/A—1,096,684-1,096,684-100%$24.5M———
Arrowstreet Capital, Limited Partnership
N/A—1,026,694-1,026,694-100%$23.0M———
Point72 Asset Management, L.P.
N/A—979,113-979,113-100%$21.9M———
State Street Corp
N/A—949,365-949,365-100%$21.2M———
American Century Companies Inc
N/A—887,573-887,573-100%$19.9M———
JPMorgan Chase & Co
N/A—734,836-734,836-100%$16.3M———
BNP Paribas Financial Markets
N/A—651,562-651,562-100%$14.6M———
UBS Group AG
N/A—555,929-555,929-100%$12.4M———
BlackRock, Inc.
N/A—453,093-453,093-100%$10.1M———
Qube Research & Technologies Ltd
N/A—411,789-411,789-100%$9.2M———
Renaissance Technologies LLC
N/A—406,600-406,600-100%$9.1M———
Bank of America Corp
N/A—383,396-383,396-100%$8.6M———
Susquehanna International Group, LLP
N/A—308,922-308,922-100%$6.9M———
Jane Street Group, LLC
N/A—301,208-301,208-100%$6.7M———
SIH Partners, Lllp
N/A—296,850-296,850-100%$6.6M———
Quantinno Capital Management LP
N/A—292,310-292,310-100%$6.5M———
Icon Advisers Inc
N/A—260,000-260,000-100%$5.8M———
HSBC Holdings PLC
N/A—258,869-258,869-100%$5.8M———
Aviva PLC
N/A—258,246-258,246-100%$5.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—205,776-205,776-100%$4.6M———
National Bank of Canada
N/A—200,000-200,000-100%$4.5M———
Acadian Asset Management LLC
N/A—181,176-181,176-100%$4.0M———
Silvercrest Asset Management Group LLC
N/A—178,551-178,551-100%$4.0M———
SEI Investments Co
N/A—178,503-178,503-100%$4.0M———
Storebrand Asset Management AS
N/A—169,701-169,701-100%$3.8M———
XTX Topco Ltd
N/A—162,758-162,758-100%$3.6M———
Aurora Investment Counsel
N/A—144,891-144,891-100%$3.2M———
Stifel Financial Corp
N/A—119,499-119,499-100%$2.7M———
Man Group plc
N/A—118,366-118,366-100%$2.6M———
Envestnet Asset Management Inc
N/A—113,608-113,608-100%$2.5M———
GSA Capital Partners LLP
N/A—113,112-113,112-100%$2.5M———
Mariner, LLC
N/A—108,529-108,529-100%$2.4M———
HRT Financial LP
N/A—105,313-105,313-100%$2.4M———
Invesco Ltd.
N/A—103,135-103,135-100%$2.3M———
Millennium Management LLC
N/A—96,825-96,825-100%$2.2M———
Guggenheim Capital LLC
N/A—71,956-71,956-100%$1.6M———
Advisors Asset Management, Inc.
N/A—67,204-67,204-100%$1.5M———
Ameriprise Financial Inc
N/A—67,175-67,175-100%$1.5M———
Two Sigma Investments, LP
N/A—64,627-64,627-100%$1.4M———
Vident Advisory, LLC
N/A—64,023-64,023-100%$1.4M———
Maven Securities LTD
N/A—61,525-61,525-100%$1.4M———
D. E. Shaw & Co., Inc.
N/A—60,268-60,268-100%$1.3M———
Global Retirement Partners, LLC
N/A—56,021-56,021-100%$1.3M———
Royal London Asset Management LTD
N/A—53,694-53,694-100%$1.2M———
Nomura Asset Management International Inc.
N/A—53,016-53,016-100%$1.2M———
DnB Asset Management AS
N/A—51,108-51,108-100%$1.1M———
Wells Fargo & Company
N/A—50,020-50,020-100%$1.1M———
Campbell & Co Investment Adviser LLC
N/A—47,914-47,914-100%$1.1M———
Long Corridor Asset Management Ltd
N/A—46,000-46,000-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—45,813-45,813-100%$1.0M———
Squarepoint Ops LLC
N/A—40,261-40,261-100%$901.0K———
Northern Trust Corp
N/A—38,979-38,979-100%$872.4K———
Vanguard Personalized Indexing Management, LLC
N/A—38,741-38,741-100%$867.0K———
Nuveen, LLC
N/A—37,106-37,106-100%$830.4K———
Peak6 LLC
N/A—35,690-35,690-100%$798.7K———
IEQ Capital, LLC
N/A—35,385-35,385-100%$791.9K———
Allianz Asset Management GmbH
N/A—34,832-34,832-100%$779.5K———
Walleye Trading LLC
N/A—29,666-29,666-100%$663.9K———
Polymer Capital Management (HK) LTD
N/A—28,800-28,800-100%$644.5K———
Macquarie Group LTD
N/A—27,940-27,940-100%$625.3K———
SG Americas Securities, LLC
N/A—27,707-27,707-100%$620.0K———
Royal Bank of Canada
N/A—26,054-26,054-100%$583.0K———
Hantz Financial Services, Inc.
N/A—24,012-24,012-100%$537.0K———
QRG Capital Management, Inc.
N/A—23,840-23,840-100%$533.5K———
BNP Paribas Asset Management Holding S.A.
N/A—23,817-23,817-100%$533.0K———
Jain Global LLC
N/A—21,783-21,783-100%$487.5K———
Capital Fund Management S.A.
N/A—21,290-21,290-100%$476.5K———
Balyasny Asset Management L.P.
N/A—20,399-20,399-100%$456.5K———
Sequoia Financial Advisors, LLC
N/A—19,816-19,816-100%$443.5K———
ExodusPoint Capital Management, LP
N/A—19,510-19,510-100%$436.6K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—17,563-17,563-100%$393.1K———
Nomura Holdings Inc
N/A—16,459-16,459-100%$368.4K———
Laird Norton Wetherby Trust Company, LLC
N/A—16,097-16,097-100%$360.3K———
Bank of Montreal
N/A—12,704-12,704-100%$284.3K———
MML Investors Services, LLC
N/A—11,327-11,327-100%$253.5K———
Drive Wealth Management, LLC
N/A—11,181-11,181-100%$250.2K———
Syon Capital LLC
N/A—11,160-11,160-100%$249.8K———
Orion Porfolio Solutions, LLC
N/A—10,842-10,842-100%$242.6K———
Systematic Alpha Investments, LLC
N/A—10,700-10,700-100%$239.5K———
Panagora Asset Management Inc
N/A—10,645-10,645-100%$238.2K———
HighTower Advisors, LLC
N/A—10,458-10,458-100%$234.1K———
First Trust Advisors LP
N/A—10,132-10,132-100%$226.8K———
Parallax Volatility Advisers, L.P.
N/A—9,987-9,987-100%$223.5K———
Quantbot Technologies LP
N/A—9,965-9,965-100%$223.0K———
Focus Partners Wealth
N/A—9,871-9,871-100%$220.9K———
FMR LLC
N/A—7,690-7,690-100%$172.1K———
Huntington National Bank
N/A—3,728-3,728-100%$83.4K———
Northwestern Mutual Wealth Management Co
N/A—3,604-3,604-100%$80.7K———
Rockefeller Capital Management L.P.
N/A—2,339-2,339-100%$52.3K———
Smartleaf Asset Management LLC
N/A—2,246-2,246-100%$49.8K———
Osaic Holdings, Inc.
N/A—1,746-1,746-100%$39.1K———
Atlas Capital Advisors Inc.
N/A—1,675-1,675-100%$37.5K———
Basecamp Wealth Advisors LLC
N/A—1,562-1,562-100%$35.0K———
Arax Advisory Partners
N/A—922-922-100%$20.6K———
Ameritas Advisory Services, LLC
N/A—842-842-100%$18.8K———
Walleye Capital LLC
N/A—784-784-100%$17.5K———
Rhumbline Advisers
N/A—540-540-100%$12.1K———
Federation des caisses Desjardins du Quebec
N/A—398-398-100%$8.9K———
UBS Asset Management Americas LLC
N/A—394-394-100%$8.8K———
Tower Research Capital LLC (TRC)
N/A—151-151-100%$3.4K———
Crewe Advisors LLC
N/A—149-149-100%$3.3K———
Fiduciary Financial Advisors
N/A—131-131-100%$2.9K———
Transamerica Financial Advisors, LLC
N/A—116-116-100%$2.6K———
MidFirst Bank
N/A—111-111-100%$2.5K———
IMA Advisory Services, Inc.
N/A—109-109-100%$2.4K———
WealthCollab, LLC
N/A—99-99-100%$2.2K———
Manning & Napier Advisors LLC
N/A—52-52-100%$1.2K———
SHP Wealth Management
N/A—38-38-100%$850———
Steward Partners Investment Advisory, LLC
N/A—36-36-100%$797———
Horizon Investments, LLC
N/A—35-35-100%$783———
Jones Financial Companies Lllp
N/A—32-32-100%$701———
LRI Investments, LLC
N/A—27-27-100%$604———
Raffa Wealth Management, LLC
N/A—18-18-100%$403———
Optiver Holding B.V.
N/A—11-11-100%$246———
Showing 207 of 207 institutions