Essent Group LTD (ESNT)

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

Shares5,480,160 from 5,415,221

Change+64,939 (+1%)

Value$317.4M (-$30.7M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares2,770,544 from 2,846,254

Change-75,710 (-3%)

Value$160.5M (-$22.5M)

Filed 2026-11-06

Cooke & Bieler LP

DECREASED

Shares1,487,879 from 1,650,122

Change-162,243 (-10%)

Value$86.2M (-$19.9M)

Filed 2026-10-21

Pictet Asset Management Holding SA

INCREASED

Shares709,273 from 599,779

Change+109,494 (+18%)

Value$41.1M (+$2.5M)

Filed 2026-11-03

Principal Financial Group Inc

DECREASED

Shares664,871 from 881,296

Change-216,425 (-25%)

Value$38.5M (-$18.1M)

Filed 2026-11-02

LSV Asset Management

DECREASED

Shares605,082 from 665,182

Change-60,100 (-9%)

Value$35.0K (-$7.7K)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares603,822 from 638,465

Change-34,643 (-5%)

Value$35.0M (-$6.1M)

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares598,011 from 670,014

Change-72,003 (-11%)

Value$34.6M (-$8.4M)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares469,910 from 131,188

Change+338,722 (+258%)

Value$27.2M (+$18.8M)

Filed 2026-11-06

MacKenzie Financial Corp

INCREASED

Shares442,544 from 413,099

Change+29,445 (+7%)

Value$25.6M (-$926.3K)

Filed 2026-11-02

William Blair Investment Management, LLC

DECREASED

Shares287,747 from 351,848

Change-64,101 (-18%)

Value$16.7M (-$6.0M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares265,245 from 144,008

Change+121,237 (+84%)

Value$15.4M (+$6.1M)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares242,861 from 99,494

Change+143,367 (+144%)

Value$14.1K (+$7.7K)

Filed 2026-11-05

Alps Advisors Inc

DECREASED

Shares222,954 from 292,315

Change-69,361 (-24%)

Value$12.9M (-$5.9M)

Filed 2026-11-03

Virginia Retirement Systems ET Al

INCREASED

Shares199,179 from 182,479

Change+16,700 (+9%)

Value$11.5M (-$195.3K)

Filed 2026-10-28

New York State Teachers Retirement System

INCREASED

Shares139,620 from 113,670

Change+25,950 (+23%)

Value$8.1K (+$778)

Filed 2026-10-22

Mutual of America Capital Management LLC

DECREASED

Shares113,733 from 115,179

Change-1,446 (-1%)

Value$6.6M (-$817.4K)

Filed 2026-10-23

Assetmark, Inc

INCREASED

Shares111,198 from 105,227

Change+5,971 (+6%)

Value$6.4M (-$324.5K)

Filed 2026-10-21

Russell Investments Group, Ltd.

INCREASED

Shares110,009 from 50,849

Change+59,160 (+116%)

Value$6.4M (+$3.1M)

Filed 2026-11-06

Robeco Institutional Asset Management B.V.

INCREASED

Shares109,148 from 63,909

Change+45,239 (+71%)

Value$6.3M (+$2.2M)

Filed 2026-10-20

Retirement Systems of Alabama

DECREASED

Shares92,702 from 95,313

Change-2,611 (-3%)

Value$5.4M (-$758.3K)

Filed 2026-11-04

Seizert Capital Partners, LLC

DECREASED

Shares79,487 from 81,829

Change-2,342 (-3%)

Value$4.6M (-$656.9K)

Filed 2026-10-30

Fairman Group, LLC

INCREASED

Shares65,733 from 64,171

Change+1,562 (+2%)

Value$3.8M (-$318.3K)

Filed 2026-10-26

Vest Financial, LLC

INCREASED

Shares62,822 from 32,444

Change+30,378 (+94%)

Value$3.6M (+$1.6M)

Filed 2026-10-21

Allspring Global Investments Holdings, LLC

DECREASED

Shares59,007 from 175,016

Change-116,009 (-66%)

Value$3.5M (-$7.8M)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

NEW

Shares54,632

Change+54,632

Value$3.2M

Filed 2026-10-16

GHP Investment Advisors, Inc.

DECREASED

Shares49,930 from 50,433

Change-503 (-1%)

Value$2.9M (-$350.4K)

Filed 2026-10-15

Wedge Capital Management L L P

INCREASED

Shares40,279 from 37,900

Change+2,379 (+6%)

Value$2.3M (-$103.7K)

Filed 2026-10-13

Amalgamated Bank

DECREASED

Shares38,554 from 39,102

Change-548 (-1%)

Value$2.2K (-$280)

Filed 2026-10-23

CWA Asset Management Group, LLC

DECREASED

Shares38,303 from 40,629

Change-2,326 (-6%)

Value$2.2M (-$393.5K)

Filed 2026-10-19

Illinois Municipal Retirement Fund

INCREASED

Shares36,803 from 36,375

Change+428 (+1%)

Value$2.1M (-$206.9K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares30,058 from 78,908

Change-48,850 (-62%)

Value$1.7M (-$3.3M)

Filed 2026-11-04

State of New Jersey Common Pension Fund D

DECREASED

Shares29,292 from 32,692

Change-3,400 (-10%)

Value$1.7M (-$405.1K)

Filed 2026-11-05

Louisiana State Employees Retirement System

DECREASED

Shares26,700 from 27,000

Change-300 (-1%)

Value$1.5M (-$189.4K)

Filed 2026-10-20

Arizona State Retirement System

INCREASED

Shares24,657 from 24,643

Change+14 (+0%)

Value$1.4M (-$156.2K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares23,624 from 16,113

Change+7,511 (+47%)

Value$1.5M (+$465.3K)

Filed 2026-10-13

Yousif Capital Management, LLC

DECREASED

Shares23,214 from 25,423

Change-2,209 (-9%)

Value$1.3M (-$289.9K)

Filed 2026-10-22

Provident Investment Management, Inc.

INCREASED

Shares22,218 from 21,858

Change+360 (+2%)

Value$1.3M (-$118.4K)

Filed 2026-10-23

New Mexico Educational Retirement Board

UNCHANGED

Shares22,000 from 22,000

Change0 (0%)

Value$1.3K (-$140)

Filed 2026-11-05

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares21,453 from 22,062

Change-609 (-3%)

Value$1.2M (-$175.8K)

Filed 2026-11-03

State of Michigan Retirement System

DECREASED

Shares21,133 from 21,533

Change-400 (-2%)

Value$1.2M (-$160.3K)

Filed 2026-10-27

Diversified Trust Co

INCREASED

Shares20,099 from 20,093

Change+6 (+0%)

Value$1.2M (-$127.6K)

Filed 2026-11-06

Exchange Traded Concepts, LLC

INCREASED

Shares18,773 from 17,095

Change+1,678 (+10%)

Value$1.1M (-$11.7K)

Filed 2026-10-28

Oregon Public Employees Retirement Fund

DECREASED

Shares18,586 from 19,086

Change-500 (-3%)

Value$1.1M (-$150.5K)

Filed 2026-10-30

Savant Capital, LLC

INCREASED

Shares17,420 from 6,186

Change+11,234 (+182%)

Value$1.0M (+$610.8K)

Filed 2026-11-06

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares17,228 from 16,100

Change+1,128 (+7%)

Value$997.7K (-$37.2K)

Filed 2026-11-03

Knights of Columbus Asset Advisors LLC

INCREASED

Shares16,504 from 16,425

Change+79 (+0%)

Value$955.7K (-$100.1K)

Filed 2026-11-05

ProShare Advisors LLC

DECREASED

Shares14,657 from 15,595

Change-938 (-6%)

Value$848.8K (-$153.7K)

Filed 2026-10-29

LPL Financial LLC

DECREASED

Shares14,063 from 14,303

Change-240 (-2%)

Value$814.4K (-$105.0K)

Filed 2026-11-06

Vise Technologies, Inc.

INCREASED

Shares14,012 from 11,029

Change+2,983 (+27%)

Value$811.5K (+$102.5K)

Filed 2026-10-29

Groesbeck Investment Management Corp

INCREASED

Shares13,640 from 11,080

Change+2,560 (+23%)

Value$790 (+$78)

Filed 2026-10-26

Xponance LLC

DECREASED

Shares12,734 from 13,537

Change-803 (-6%)

Value$737.4K (-$132.7K)

Filed 2026-11-03

Strs Ohio

INCREASED

Shares12,100 from 7,600

Change+4,500 (+59%)

Value$700.7K (+$212.2K)

Filed 2026-10-30

State of Alaska, Department of Revenue

INCREASED

Shares12,085 from 9,030

Change+3,055 (+34%)

Value$699 (+$119)

Filed 2026-10-15

Unison Advisors LLC

INCREASED

Shares11,817 from 11,754

Change+63 (+1%)

Value$684.3K (-$71.2K)

Filed 2026-10-29

Highland Capital Management, LLC

NEW

Shares10,864

Change+10,864

Value$629.1K

Filed 2026-10-26

Amundi

DECREASED

Shares9,881 from 10,668

Change-787 (-7%)

Value$572.2K (-$113.5K)

Filed 2026-11-06

Net Worth Advisory Group

INCREASED

Shares9,228 from 8,334

Change+894 (+11%)

Value$543.2K (+$7.5K)

Filed 2026-10-20

Teza Capital Management LLC

NEW

Shares9,204

Change+9,204

Value$533.0K

Filed 2026-10-23

DekaBank Deutsche Girozentrale

INCREASED

Shares8,888 from 1,195

Change+7,693 (+644%)

Value$552 (+$483)

Filed 2026-10-27

Summit Global Investments

DECREASED

Shares8,575 from 16,826

Change-8,251 (-49%)

Value$497 (-$585)

Filed 2026-10-28

Swiss Life Asset Management Ltd

INCREASED

Shares7,371 from 6,233

Change+1,138 (+18%)

Value$426.9K (+$26.2K)

Filed 2026-11-03

Securian Asset Management, Inc

DECREASED

Shares6,596 from 6,796

Change-200 (-3%)

Value$382.0K (-$71.4K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares5,943 from 2,938

Change+3,005 (+102%)

Value$344.2K (+$155.3K)

Filed 2026-10-20

Evanson Financial, LLC

UNCHANGED

Shares5,934 from 5,934

Change0 (0%)

Value$343.6K (-$37.8K)

Filed 2026-10-23

Crossmark Global Holdings, Inc.

DECREASED

Shares5,886 from 6,135

Change-249 (-4%)

Value$340.9K (-$53.5K)

Filed 2026-10-21

Signaturefd, LLC

INCREASED

Shares5,850 from 3,547

Change+2,303 (+65%)

Value$338.8K (+$110.8K)

Filed 2026-10-23

Atria Investments, Inc

INCREASED

Shares5,713 from 5,569

Change+144 (+3%)

Value$330.8K (-$27.2K)

Filed 2026-10-15

Merit Financial Group, LLC

INCREASED

Shares5,520 from 3,625

Change+1,895 (+52%)

Value$319.6K (+$86.6K)

Filed 2026-11-06

Flagship Harbor Advisors, LLC

NEW

Shares5,263

Change+5,263

Value$304.8K

Filed 2026-10-26

Profund Advisors LLC

DECREASED

Shares4,904 from 5,453

Change-549 (-10%)

Value$284.0K (-$66.5K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

INCREASED

Shares4,680 from 4,022

Change+658 (+16%)

Value$271.0K (+$12.5K)

Filed 2026-11-06

HB Wealth Management, LLC

NEW

Shares4,575

Change+4,575

Value$264.9K

Filed 2026-10-23

111 Capital

NEW

Shares4,509

Change+4,509

Value$261.1K

Filed 2026-11-03

MQS Management LLC

NEW

Shares4,352

Change+4,352

Value$252.0K

Filed 2026-11-06

Citizens Financial Group Inc

NEW

Shares4,292

Change+4,292

Value$248.6K

Filed 2026-10-23

Counterpoint Mutual Funds LLC

NEW

Shares4,218

Change+4,218

Value$244.3K

Filed 2026-10-16

Brighton Jones LLC

NEW

Shares3,685

Change+3,685

Value$213.4K

Filed 2026-11-03

Fifth Third Wealth Advisors LLC

INCREASED

Shares3,531 from 3,388

Change+143 (+4%)

Value$204.5K (-$13.3K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares3,314 from 3,071

Change+243 (+8%)

Value$191.9K (-$5.5K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares3,220 from 3,220

Change0 (0%)

Value$186 (-$21)

Filed 2026-10-22

HBK Sorce Advisory LLC

DECREASED

Shares3,184 from 3,295

Change-111 (-3%)

Value$218.4K (-$728)

Filed 2026-11-06

Parallel Advisors, LLC

INCREASED

Shares3,018 from 2,660

Change+358 (+13%)

Value$174.8K (+$3.8K)

Filed 2026-11-03

Harbor Capital Advisors, Inc.

INCREASED

Shares2,113 from 724

Change+1,389 (+192%)

Value$122 (+$75)

Filed 2026-10-22

Sterling Capital Management LLC

DECREASED

Shares1,752 from 1,841

Change-89 (-5%)

Value$101.5K (-$16.9K)

Filed 2026-10-22

Parkside Financial Bank & Trust

INCREASED

Shares1,718 from 1,417

Change+301 (+21%)

Value$99.5K (+$8.4K)

Filed 2026-10-27

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares1,511 from 858

Change+653 (+76%)

Value$88.6K (+$33.3K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares1,426 from 1,121

Change+305 (+27%)

Value$82.6K (+$10.5K)

Filed 2026-11-04

UMB Bank, n.a.

DECREASED

Shares1,374 from 1,434

Change-60 (-4%)

Value$79.6K (-$12.6K)

Filed 2026-11-06

State of Wyoming

DECREASED

Shares1,056 from 1,241

Change-185 (-15%)

Value$61.2K (-$18.6K)

Filed 2026-10-28

Farther Finance Advisors, LLC

INCREASED

Shares981 from 538

Change+443 (+82%)

Value$56.8K (+$22.2K)

Filed 2026-10-08

Fifth Third Bancorp

INCREASED

Shares837 from 812

Change+25 (+3%)

Value$48.5K (-$3.7K)

Filed 2026-11-05

Covestor Ltd

INCREASED

Shares824 from 706

Change+118 (+17%)

Value$48 (+$3)

Filed 2026-10-30

Versant Capital Management, Inc

INCREASED

Shares782 from 757

Change+25 (+3%)

Value$45.3K (-$3.4K)

Filed 2026-10-02

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares773 from 756

Change+17 (+2%)

Value$44.8K (-$3.8K)

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares736

Change+736

Value$42.6K

Filed 2026-10-21

US Bancorp \de\

INCREASED

Shares730 from 695

Change+35 (+5%)

Value$42.3K (-$2.4K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares600 from 84

Change+516 (+614%)

Value$34.7K (+$29.3K)

Filed 2026-10-26

IFP Advisors, Inc

INCREASED

Shares553 from 513

Change+40 (+8%)

Value$32.0K (-$952)

Filed 2026-10-16

Allworth Financial LP

INCREASED

Shares524 from 484

Change+40 (+8%)

Value$33.7K (+$2.6K)

Filed 2026-11-06

Eurizon Capital SGR S.p.A.

DECREASED

Shares509 from 815

Change-306 (-38%)

Value$32.2K (-$20.6K)

Filed 2026-11-06

Mainstream Capital Management LLC

NEW

Shares451

Change+451

Value$26.1K

Filed 2026-10-23

Essential Partners LLC

INCREASED

Shares420 from 400

Change+20 (+5%)

Value$24.3K (-$1.4K)

Filed 2026-10-14

Mather Group, Llc.

INCREASED

Shares409 from 77

Change+332 (+431%)

Value$23.7K (+$18.7K)

Filed 2026-10-14

KFG LLC

NEW

Shares363

Change+363

Value$21.0K

Filed 2026-11-02

Summit Securities Group LLC

NEW

Shares344

Change+344

Value$19.9K

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$14.5K (-$1.6K)

Filed 2026-10-13

Clearstead Trust, LLC

NEW

Shares244

Change+244

Value$14.1K

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares195 from 185

Change+10 (+5%)

Value$11.3K (-$600)

Filed 2026-11-05

Owl Creek Wealth Partners LLC

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$9.0K (-$987)

Filed 2026-10-20

Private Wealth Management Group, LLC

DECREASED

Shares141 from 154

Change-13 (-8%)

Value$8.2K (-$1.7K)

Filed 2026-10-19

Bell Investment Advisors, Inc

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$7.3K (-$803)

Filed 2026-10-29

JFS Wealth Advisors, LLC

INCREASED

Shares124 from 118

Change+6 (+5%)

Value$7.2K (-$405)

Filed 2026-11-03

Clearstead Advisors, LLC

INCREASED

Shares110 from 108

Change+2 (+2%)

Value$6.4K (-$572)

Filed 2026-11-06

Cedar Mountain Advisors, LLC

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$6.3K (-$688)

Filed 2026-10-15

TD Waterhouse Canada Inc.

UNCHANGED

Shares107 from 107

Change0 (0%)

Value$6.3K (-$600)

Filed 2026-10-16

Fortitude Family Office, LLC

INCREASED

Shares106 from 91

Change+15 (+16%)

Value$6.1K (+$289)

Filed 2026-10-14

Private Trust Co NA

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$6.1K (-$668)

Filed 2026-10-20

Elyxium Wealth, LLC

NEW

Shares100

Change+100

Value$5.8K

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.8K (-$637)

Filed 2026-10-05

Valued Wealth Advisors LLC

INCREASED

Shares84 from 59

Change+25 (+42%)

Value$4.9K (+$1.1K)

Filed 2026-11-05

Key FInancial Inc

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$4.8K (-$528)

Filed 2026-11-02

Farmers & Merchants Investments Inc

UNCHANGED

Shares81 from 81

Change0 (0%)

Value$4.7K (-$516)

Filed 2026-10-22

First Horizon Corp

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$4.5K (-$497)

Filed 2026-10-26

Acumen Wealth Advisors, LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$3.8K (-$420)

Filed 2026-11-05

Creative Capital Management Investments LLC

INCREASED

Shares64 from 40

Change+24 (+60%)

Value$3.7K (+$1.1K)

Filed 2026-10-28

Ascentis Wealth Management, LLC

NEW

Shares57

Change+57

Value$3.3K

Filed 2026-11-03

GK Wealth Management LLC

NEW

Shares50

Change+50

Value$2.9K

Filed 2026-10-09

Jacobi Capital Management LLC

NEW

Shares50

Change+50

Value$2.9K

Filed 2026-11-05

Elevation Wealth Partners, LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$2.7K (-$300)

Filed 2026-10-07

Avion Wealth

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$2 (-$1)

Filed 2026-11-04

Navigoe, LLC

INCREASED

Shares43 from 40

Change+3 (+8%)

Value$2 ($0)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$2.2K (-$242)

Filed 2026-10-20

WPG Advisers, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$2.1K (-$235)

Filed 2026-10-27

SBI Securities Co., Ltd.

NEW

Shares34

Change+34

Value$2.0K

Filed 2026-10-22

Capital Advisors, Ltd. LLC

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$2 ($0)

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.7K (-$185)

Filed 2026-10-16

Manchester Capital Management LLC

INCREASED

Shares28 from 26

Change+2 (+8%)

Value$1.6K (-$50)

Filed 2026-10-22

MTM Investment Management, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.4K (-$159)

Filed 2026-10-30

Bay Harbor Wealth Management, LLC

INCREASED

Shares22 from 16

Change+6 (+38%)

Value$1.3K (+$246)

Filed 2026-11-03

Marquette Asset Management, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.3K (-$140)

Filed 2026-10-09

Ares Financial Consulting, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$1.2K (-$128)

Filed 2026-10-19

Clark Wealth Partners

NEW

Shares19

Change+19

Value$1.1K

Filed 2026-10-19

Provenance Wealth Advisors, LLC

NEW

Shares18

Change+18

Value$1.0K

Filed 2026-10-30

Elevated Capital Advisors, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$984 (-$109)

Filed 2026-11-04

Valley National Advisers Inc

NEW

Shares14

Change+14

Value$811

Filed 2026-10-23

Financial Management Professionals, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$753 (-$83)

Filed 2026-10-23

Torren Management, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$659 (-$70)

Filed 2026-10-29

Triumph Capital Management

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$521 (-$58)

Filed 2026-10-14

Signature Equity Partners, LLC

NEW

Shares7

Change+7

Value$405

Filed 2026-10-29

Rossby Financial, LCC

DECREASED

Shares7 from 65

Change-58 (-89%)

Value$405 (-$3.8K)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$366 (-$38)

Filed 2026-11-05

DecisionPoint Financial, LLC

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$295 (+$36)

Filed 2026-10-27

Hughes Financial Services, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$270 (+$13)

Filed 2026-10-30

Maryland Capital Advisors Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$116 (-$13)

Filed 2026-10-15

Maseco LLP

NEW

Shares1

Change+1

Value$58

Filed 2026-10-27

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$58 (-$7)

Filed 2026-10-26

Activest Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$58 (-$6)

Filed 2026-10-15

R Squared Ltd

CLOSED

Shares0 from 4,913

Change-4,913 (-100%)

Value$0 (-$315.8K)

Filed 2026-11-06

Vann Equity Management LLC

CLOSED

Shares0 from 3,405

Change-3,405 (-100%)

Value$0 (-$218.9K)

Filed 2026-10-08

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,646

Change-1,646 (-100%)

Value$0 (-$105.8K)

Filed 2026-10-15

Bayforest Capital Ltd

CLOSED

Shares0 from 1,177

Change-1,177 (-100%)

Value$0 (-$75.7K)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$514)

Filed 2026-10-29

Cornerstone Planning Group LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$325)

Filed 2026-10-16

BlackRock, Inc.

N/A

Shares— from 12,427,447

Change-12,427,447 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 7,579,062

Change-7,579,062 (-100%)

Value—

Capital World Investors

N/A

Shares— from 4,538,937

Change-4,538,937 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,990,051

Change-3,990,051 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,910,208

Change-3,910,208 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,915,486

Change-2,915,486 (-100%)

Value—

Norges Bank

N/A

Shares— from 2,650,724

Change-2,650,724 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,645,116

Change-2,645,116 (-100%)

Value—

Polar Capital Holdings Plc

N/A

Shares— from 2,379,000

Change-2,379,000 (-100%)

Value—

Renaissancere Holdings LTD

N/A

Shares— from 1,666,374

Change-1,666,374 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,548,044

Change-1,548,044 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,423,165

Change-1,423,165 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 1,251,630

Change-1,251,630 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,220,441

Change-1,220,441 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,195,793

Change-1,195,793 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,167,901

Change-1,167,901 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,106,361

Change-1,106,361 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 940,533

Change-940,533 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 835,593

Change-835,593 (-100%)

Value—

Capital International Investors

N/A

Shares— from 813,847

Change-813,847 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 732,992

Change-732,992 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 728,738

Change-728,738 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 610,716

Change-610,716 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 606,178

Change-606,178 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 604,154

Change-604,154 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 566,455

Change-566,455 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 443,702

Change-443,702 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 384,967

Change-384,967 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 378,245

Change-378,245 (-100%)

Value—

Boston Partners

N/A

Shares— from 370,276

Change-370,276 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 326,775

Change-326,775 (-100%)

Value—

UBS Group AG

N/A

Shares— from 322,868

Change-322,868 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 307,729

Change-307,729 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 307,579

Change-307,579 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 293,653

Change-293,653 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 275,927

Change-275,927 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 237,414

Change-237,414 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 222,556

Change-222,556 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 217,144

Change-217,144 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 215,786

Change-215,786 (-100%)

Value—

Winmill & Co. Inc

N/A

Shares— from 214,500

Change-214,500 (-100%)

Value—

Sixth Street Partners Management Company, L.P.

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 184,972

Change-184,972 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 182,164

Change-182,164 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 179,191

Change-179,191 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 162,287

Change-162,287 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 155,091

Change-155,091 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 152,207

Change-152,207 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 146,159

Change-146,159 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 143,970

Change-143,970 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 142,630

Change-142,630 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 138,147

Change-138,147 (-100%)

Value—

Capitolis Liquid Global Markets LLC

N/A

Shares— from 128,800

Change-128,800 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 127,365

Change-127,365 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 126,485

Change-126,485 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 119,004

Change-119,004 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 111,162

Change-111,162 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 109,036

Change-109,036 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 102,635

Change-102,635 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 100,207

Change-100,207 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 97,719

Change-97,719 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 96,285

Change-96,285 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 95,980

Change-95,980 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 85,186

Change-85,186 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 81,933

Change-81,933 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 79,213

Change-79,213 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 77,057

Change-77,057 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 74,197

Change-74,197 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 73,867

Change-73,867 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 73,137

Change-73,137 (-100%)

Value—

South Dakota Investment Council

N/A

Shares— from 70,614

Change-70,614 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 69,083

Change-69,083 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 68,903

Change-68,903 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 67,373

Change-67,373 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 55,911

Change-55,911 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 50,922

Change-50,922 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 47,293

Change-47,293 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 46,120

Change-46,120 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 46,100

Change-46,100 (-100%)

Value—

NFC Investments, LLC

N/A

Shares— from 45,615

Change-45,615 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 42,040

Change-42,040 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 40,447

Change-40,447 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 39,520

Change-39,520 (-100%)

Value—

Vela Investment Management, LLC

N/A

Shares— from 39,299

Change-39,299 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 39,218

Change-39,218 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 38,390

Change-38,390 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 37,338

Change-37,338 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 35,503

Change-35,503 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 34,893

Change-34,893 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 34,582

Change-34,582 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 34,217

Change-34,217 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 33,870

Change-33,870 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 33,622

Change-33,622 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 32,957

Change-32,957 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 32,428

Change-32,428 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 32,107

Change-32,107 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 31,653

Change-31,653 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 30,534

Change-30,534 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 30,130

Change-30,130 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 28,855

Change-28,855 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 28,442

Change-28,442 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 28,010

Change-28,010 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 26,943

Change-26,943 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 26,181

Change-26,181 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 24,771

Change-24,771 (-100%)

Value—

Allstate Corp

N/A

Shares— from 24,739

Change-24,739 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 24,149

Change-24,149 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 22,800

Change-22,800 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 22,139

Change-22,139 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 21,482

Change-21,482 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 20,658

Change-20,658 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 20,043

Change-20,043 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 19,772

Change-19,772 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 19,160

Change-19,160 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 18,614

Change-18,614 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 18,300

Change-18,300 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 18,094

Change-18,094 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 17,614

Change-17,614 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 16,993

Change-16,993 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 16,937

Change-16,937 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 16,674

Change-16,674 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 16,528

Change-16,528 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,309

Change-16,309 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 15,911

Change-15,911 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 15,426

Change-15,426 (-100%)

Value—

Renaissance Group LLC

N/A

Shares— from 15,365

Change-15,365 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 15,208

Change-15,208 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 15,031

Change-15,031 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 14,904

Change-14,904 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 13,682

Change-13,682 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 12,827

Change-12,827 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 12,791

Change-12,791 (-100%)

Value—

Bayview Asset Management, LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 12,177

Change-12,177 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 11,727

Change-11,727 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 11,565

Change-11,565 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 11,190

Change-11,190 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 10,908

Change-10,908 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 10,266

Change-10,266 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 9,612

Change-9,612 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 9,428

Change-9,428 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 9,174

Change-9,174 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 8,473

Change-8,473 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 8,228

Change-8,228 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 8,206

Change-8,206 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,916

Change-7,916 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,908

Change-7,908 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 7,812

Change-7,812 (-100%)

Value—

Aviva PLC

N/A

Shares— from 7,362

Change-7,362 (-100%)

Value—

AdvisorShares Investments LLC

N/A

Shares— from 7,316

Change-7,316 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 7,051

Change-7,051 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 7,036

Change-7,036 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,845

Change-6,845 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,567

Change-6,567 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 6,400

Change-6,400 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,287

Change-6,287 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 6,283

Change-6,283 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 6,045

Change-6,045 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 5,976

Change-5,976 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 5,741

Change-5,741 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 5,668

Change-5,668 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 5,188

Change-5,188 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,134

Change-5,134 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 5,071

Change-5,071 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 5,043

Change-5,043 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 4,952

Change-4,952 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 4,767

Change-4,767 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 4,617

Change-4,617 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 4,423

Change-4,423 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 4,398

Change-4,398 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 4,097

Change-4,097 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,020

Change-4,020 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 3,929

Change-3,929 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 3,840

Change-3,840 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 3,683

Change-3,683 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,554

Change-3,554 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 3,534

Change-3,534 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 3,355

Change-3,355 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,803

Change-2,803 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,531

Change-2,531 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,948

Change-1,948 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,825

Change-1,825 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,178

Change-1,178 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 1,140

Change-1,140 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,097

Change-1,097 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 1,020

Change-1,020 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 763

Change-763 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 696

Change-696 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 673

Change-673 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 621

Change-621 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 450

Change-450 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 298

Change-298 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 206

Change-206 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 125

Change-125 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 113

Change-113 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 113

Change-113 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 75

Change-75 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

Quarry LP

N/A

Shares— from 54

Change-54 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 42

Change-42 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 31

Change-31 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 27

Change-27 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 19

Change-19 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	5,480,160	5,415,221	+64,939	+1%	$348.1M	$317.4M	-$30.7M	2026-11-04
Geode Capital Management, LLC	DECREASED	2,770,544	2,846,254	-75,710	-3%	$183.0M	$160.5M	-$22.5M	2026-11-06
Cooke & Bieler LP	DECREASED	1,487,879	1,650,122	-162,243	-10%	$106.1M	$86.2M	-$19.9M	2026-10-21
Pictet Asset Management Holding SA	INCREASED	709,273	599,779	+109,494	+18%	$38.6M	$41.1M	+$2.5M	2026-11-03
Principal Financial Group Inc	DECREASED	664,871	881,296	-216,425	-25%	$56.6M	$38.5M	-$18.1M	2026-11-02
LSV Asset Management	DECREASED	605,082	665,182	-60,100	-9%	$42.8K	$35.0K	-$7.7K	2026-11-06
Bank of New York Mellon Corp	DECREASED	603,822	638,465	-34,643	-5%	$41.0M	$35.0M	-$6.1M	2026-11-05
Deutsche Bank Ag\	DECREASED	598,011	670,014	-72,003	-11%	$43.1M	$34.6M	-$8.4M	2026-11-06
Barclays PLC	INCREASED	469,910	131,188	+338,722	+258%	$8.4M	$27.2M	+$18.8M	2026-11-06
MacKenzie Financial Corp	INCREASED	442,544	413,099	+29,445	+7%	$26.6M	$25.6M	-$926.3K	2026-11-02
William Blair Investment Management, LLC	DECREASED	287,747	351,848	-64,101	-18%	$22.6M	$16.7M	-$6.0M	2026-11-06
Creative Planning	INCREASED	265,245	144,008	+121,237	+84%	$9.3M	$15.4M	+$6.1M	2026-11-02
Thrivent Financial for Lutherans	INCREASED	242,861	99,494	+143,367	+144%	$6.4K	$14.1K	+$7.7K	2026-11-05
Alps Advisors Inc	DECREASED	222,954	292,315	-69,361	-24%	$18.8M	$12.9M	-$5.9M	2026-11-03
Virginia Retirement Systems ET Al	INCREASED	199,179	182,479	+16,700	+9%	$11.7M	$11.5M	-$195.3K	2026-10-28
New York State Teachers Retirement System	INCREASED	139,620	113,670	+25,950	+23%	$7.3K	$8.1K	+$778	2026-10-22
Mutual of America Capital Management LLC	DECREASED	113,733	115,179	-1,446	-1%	$7.4M	$6.6M	-$817.4K	2026-10-23
Assetmark, Inc	INCREASED	111,198	105,227	+5,971	+6%	$6.8M	$6.4M	-$324.5K	2026-10-21
Russell Investments Group, Ltd.	INCREASED	110,009	50,849	+59,160	+116%	$3.3M	$6.4M	+$3.1M	2026-11-06
Robeco Institutional Asset Management B.V.	INCREASED	109,148	63,909	+45,239	+71%	$4.1M	$6.3M	+$2.2M	2026-10-20
Retirement Systems of Alabama	DECREASED	92,702	95,313	-2,611	-3%	$6.1M	$5.4M	-$758.3K	2026-11-04
Seizert Capital Partners, LLC	DECREASED	79,487	81,829	-2,342	-3%	$5.3M	$4.6M	-$656.9K	2026-10-30
Fairman Group, LLC	INCREASED	65,733	64,171	+1,562	+2%	$4.1M	$3.8M	-$318.3K	2026-10-26
Vest Financial, LLC	INCREASED	62,822	32,444	+30,378	+94%	$2.1M	$3.6M	+$1.6M	2026-10-21
Allspring Global Investments Holdings, LLC	DECREASED	59,007	175,016	-116,009	-66%	$11.3M	$3.5M	-$7.8M	2026-11-04
Y-Intercept (Hong Kong) Ltd	NEW	54,632	—	+54,632	—	—	$3.2M	—	2026-10-16
GHP Investment Advisors, Inc.	DECREASED	49,930	50,433	-503	-1%	$3.2M	$2.9M	-$350.4K	2026-10-15
Wedge Capital Management L L P	INCREASED	40,279	37,900	+2,379	+6%	$2.4M	$2.3M	-$103.7K	2026-10-13
Amalgamated Bank	DECREASED	38,554	39,102	-548	-1%	$2.5K	$2.2K	-$280	2026-10-23
CWA Asset Management Group, LLC	DECREASED	38,303	40,629	-2,326	-6%	$2.6M	$2.2M	-$393.5K	2026-10-19
Illinois Municipal Retirement Fund	INCREASED	36,803	36,375	+428	+1%	$2.3M	$2.1M	-$206.9K	2026-11-05
Citigroup Inc	DECREASED	30,058	78,908	-48,850	-62%	$5.1M	$1.7M	-$3.3M	2026-11-04
State of New Jersey Common Pension Fund D	DECREASED	29,292	32,692	-3,400	-10%	$2.1M	$1.7M	-$405.1K	2026-11-05
Louisiana State Employees Retirement System	DECREASED	26,700	27,000	-300	-1%	$1.7M	$1.5M	-$189.4K	2026-10-20
Arizona State Retirement System	INCREASED	24,657	24,643	+14	+0%	$1.6M	$1.4M	-$156.2K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	23,624	16,113	+7,511	+47%	$1.0M	$1.5M	+$465.3K	2026-10-13
Yousif Capital Management, LLC	DECREASED	23,214	25,423	-2,209	-9%	$1.6M	$1.3M	-$289.9K	2026-10-22
Provident Investment Management, Inc.	INCREASED	22,218	21,858	+360	+2%	$1.4M	$1.3M	-$118.4K	2026-10-23
New Mexico Educational Retirement Board	UNCHANGED	22,000	22,000	0	0%	$1.4K	$1.3K	-$140	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	21,453	22,062	-609	-3%	$1.4M	$1.2M	-$175.8K	2026-11-03
State of Michigan Retirement System	DECREASED	21,133	21,533	-400	-2%	$1.4M	$1.2M	-$160.3K	2026-10-27
Diversified Trust Co	INCREASED	20,099	20,093	+6	+0%	$1.3M	$1.2M	-$127.6K	2026-11-06
Exchange Traded Concepts, LLC	INCREASED	18,773	17,095	+1,678	+10%	$1.1M	$1.1M	-$11.7K	2026-10-28
Oregon Public Employees Retirement Fund	DECREASED	18,586	19,086	-500	-3%	$1.2M	$1.1M	-$150.5K	2026-10-30
Savant Capital, LLC	INCREASED	17,420	6,186	+11,234	+182%	$398.0K	$1.0M	+$610.8K	2026-11-06
Mirae Asset Global Investments Co., Ltd.	INCREASED	17,228	16,100	+1,128	+7%	$1.0M	$997.7K	-$37.2K	2026-11-03
Knights of Columbus Asset Advisors LLC	INCREASED	16,504	16,425	+79	+0%	$1.1M	$955.7K	-$100.1K	2026-11-05
ProShare Advisors LLC	DECREASED	14,657	15,595	-938	-6%	$1.0M	$848.8K	-$153.7K	2026-10-29
LPL Financial LLC	DECREASED	14,063	14,303	-240	-2%	$919.4K	$814.4K	-$105.0K	2026-11-06
Vise Technologies, Inc.	INCREASED	14,012	11,029	+2,983	+27%	$709.0K	$811.5K	+$102.5K	2026-10-29
Groesbeck Investment Management Corp	INCREASED	13,640	11,080	+2,560	+23%	$712	$790	+$78	2026-10-26
Xponance LLC	DECREASED	12,734	13,537	-803	-6%	$870.2K	$737.4K	-$132.7K	2026-11-03
Strs Ohio	INCREASED	12,100	7,600	+4,500	+59%	$488.5K	$700.7K	+$212.2K	2026-10-30
State of Alaska, Department of Revenue	INCREASED	12,085	9,030	+3,055	+34%	$580	$699	+$119	2026-10-15
Unison Advisors LLC	INCREASED	11,817	11,754	+63	+1%	$755.5K	$684.3K	-$71.2K	2026-10-29
Highland Capital Management, LLC	NEW	10,864	—	+10,864	—	—	$629.1K	—	2026-10-26
Amundi	DECREASED	9,881	10,668	-787	-7%	$685.7K	$572.2K	-$113.5K	2026-11-06
Net Worth Advisory Group	INCREASED	9,228	8,334	+894	+11%	$535.7K	$543.2K	+$7.5K	2026-10-20
Teza Capital Management LLC	NEW	9,204	—	+9,204	—	—	$533.0K	—	2026-10-23
DekaBank Deutsche Girozentrale	INCREASED	8,888	1,195	+7,693	+644%	$69	$552	+$483	2026-10-27
Summit Global Investments	DECREASED	8,575	16,826	-8,251	-49%	$1.1K	$497	-$585	2026-10-28
Swiss Life Asset Management Ltd	INCREASED	7,371	6,233	+1,138	+18%	$400.7K	$426.9K	+$26.2K	2026-11-03
Securian Asset Management, Inc	DECREASED	6,596	6,796	-200	-3%	$453.4K	$382.0K	-$71.4K	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	5,943	2,938	+3,005	+102%	$188.9K	$344.2K	+$155.3K	2026-10-20
Evanson Financial, LLC	UNCHANGED	5,934	5,934	0	0%	$381.4K	$343.6K	-$37.8K	2026-10-23
Crossmark Global Holdings, Inc.	DECREASED	5,886	6,135	-249	-4%	$394.4K	$340.9K	-$53.5K	2026-10-21
Signaturefd, LLC	INCREASED	5,850	3,547	+2,303	+65%	$228.0K	$338.8K	+$110.8K	2026-10-23
Atria Investments, Inc	INCREASED	5,713	5,569	+144	+3%	$358.0K	$330.8K	-$27.2K	2026-10-15
Merit Financial Group, LLC	INCREASED	5,520	3,625	+1,895	+52%	$233.0K	$319.6K	+$86.6K	2026-11-06
Flagship Harbor Advisors, LLC	NEW	5,263	—	+5,263	—	—	$304.8K	—	2026-10-26
Profund Advisors LLC	DECREASED	4,904	5,453	-549	-10%	$350.5K	$284.0K	-$66.5K	2026-10-29
PNC Financial Services Group, Inc.	INCREASED	4,680	4,022	+658	+16%	$258.5K	$271.0K	+$12.5K	2026-11-06
HB Wealth Management, LLC	NEW	4,575	—	+4,575	—	—	$264.9K	—	2026-10-23
111 Capital	NEW	4,509	—	+4,509	—	—	$261.1K	—	2026-11-03
MQS Management LLC	NEW	4,352	—	+4,352	—	—	$252.0K	—	2026-11-06
Citizens Financial Group Inc	NEW	4,292	—	+4,292	—	—	$248.6K	—	2026-10-23
Counterpoint Mutual Funds LLC	NEW	4,218	—	+4,218	—	—	$244.3K	—	2026-10-16
Brighton Jones LLC	NEW	3,685	—	+3,685	—	—	$213.4K	—	2026-11-03
Fifth Third Wealth Advisors LLC	INCREASED	3,531	3,388	+143	+4%	$217.8K	$204.5K	-$13.3K	2026-10-22
Gamma Investing LLC	INCREASED	3,314	3,071	+243	+8%	$197.4K	$191.9K	-$5.5K	2026-10-08
KBC Group NV	UNCHANGED	3,220	3,220	0	0%	$207	$186	-$21	2026-10-22
HBK Sorce Advisory LLC	DECREASED	3,184	3,295	-111	-3%	$219.2K	$218.4K	-$728	2026-11-06
Parallel Advisors, LLC	INCREASED	3,018	2,660	+358	+13%	$171.0K	$174.8K	+$3.8K	2026-11-03
Harbor Capital Advisors, Inc.	INCREASED	2,113	724	+1,389	+192%	$47	$122	+$75	2026-10-22
Sterling Capital Management LLC	DECREASED	1,752	1,841	-89	-5%	$118.3K	$101.5K	-$16.9K	2026-10-22
Parkside Financial Bank & Trust	INCREASED	1,718	1,417	+301	+21%	$91.1K	$99.5K	+$8.4K	2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	1,511	858	+653	+76%	$55.3K	$88.6K	+$33.3K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	1,426	1,121	+305	+27%	$72.1K	$82.6K	+$10.5K	2026-11-04
UMB Bank, n.a.	DECREASED	1,374	1,434	-60	-4%	$92.2K	$79.6K	-$12.6K	2026-11-06
State of Wyoming	DECREASED	1,056	1,241	-185	-15%	$79.8K	$61.2K	-$18.6K	2026-10-28
Farther Finance Advisors, LLC	INCREASED	981	538	+443	+82%	$34.6K	$56.8K	+$22.2K	2026-10-08
Fifth Third Bancorp	INCREASED	837	812	+25	+3%	$52.2K	$48.5K	-$3.7K	2026-11-05
Covestor Ltd	INCREASED	824	706	+118	+17%	$45	$48	+$3	2026-10-30
Versant Capital Management, Inc	INCREASED	782	757	+25	+3%	$48.7K	$45.3K	-$3.4K	2026-10-02
Pinnacle Wealth Planning Services, Inc.	INCREASED	773	756	+17	+2%	$48.6K	$44.8K	-$3.8K	2026-10-27
Root Financial Partners, LLC	NEW	736	—	+736	—	—	$42.6K	—	2026-10-21
US Bancorp \de\	INCREASED	730	695	+35	+5%	$44.7K	$42.3K	-$2.4K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	600	84	+516	+614%	$5.4K	$34.7K	+$29.3K	2026-10-26
IFP Advisors, Inc	INCREASED	553	513	+40	+8%	$33.0K	$32.0K	-$952	2026-10-16
Allworth Financial LP	INCREASED	524	484	+40	+8%	$31.1K	$33.7K	+$2.6K	2026-11-06
Eurizon Capital SGR S.p.A.	DECREASED	509	815	-306	-38%	$52.9K	$32.2K	-$20.6K	2026-11-06
Mainstream Capital Management LLC	NEW	451	—	+451	—	—	$26.1K	—	2026-10-23
Essential Partners LLC	INCREASED	420	400	+20	+5%	$25.7K	$24.3K	-$1.4K	2026-10-14
Mather Group, Llc.	INCREASED	409	77	+332	+431%	$5.0K	$23.7K	+$18.7K	2026-10-14
KFG LLC	NEW	363	—	+363	—	—	$21.0K	—	2026-11-02
Summit Securities Group LLC	NEW	344	—	+344	—	—	$19.9K	—	2026-11-05
True Wealth Design, LLC	UNCHANGED	250	250	0	0%	$16.1K	$14.5K	-$1.6K	2026-10-13
Clearstead Trust, LLC	NEW	244	—	+244	—	—	$14.1K	—	2026-11-06
Larson Financial Group LLC	INCREASED	195	185	+10	+5%	$11.9K	$11.3K	-$600	2026-11-05
Owl Creek Wealth Partners LLC	UNCHANGED	155	155	0	0%	$10.0K	$9.0K	-$987	2026-10-20
Private Wealth Management Group, LLC	DECREASED	141	154	-13	-8%	$9.9K	$8.2K	-$1.7K	2026-10-19
Bell Investment Advisors, Inc	UNCHANGED	126	126	0	0%	$8.1K	$7.3K	-$803	2026-10-29
JFS Wealth Advisors, LLC	INCREASED	124	118	+6	+5%	$7.6K	$7.2K	-$405	2026-11-03
Clearstead Advisors, LLC	INCREASED	110	108	+2	+2%	$6.9K	$6.4K	-$572	2026-11-06
Cedar Mountain Advisors, LLC	UNCHANGED	108	108	0	0%	$6.9K	$6.3K	-$688	2026-10-15
TD Waterhouse Canada Inc.	UNCHANGED	107	107	0	0%	$6.9K	$6.3K	-$600	2026-10-16
Fortitude Family Office, LLC	INCREASED	106	91	+15	+16%	$5.8K	$6.1K	+$289	2026-10-14
Private Trust Co NA	UNCHANGED	105	105	0	0%	$6.7K	$6.1K	-$668	2026-10-20
Elyxium Wealth, LLC	NEW	100	—	+100	—	—	$5.8K	—	2026-10-27
MassMutual Private Wealth & Trust, FSB	UNCHANGED	100	100	0	0%	$6.4K	$5.8K	-$637	2026-10-05
Valued Wealth Advisors LLC	INCREASED	84	59	+25	+42%	$3.8K	$4.9K	+$1.1K	2026-11-05
Key FInancial Inc	UNCHANGED	83	83	0	0%	$5.3K	$4.8K	-$528	2026-11-02
Farmers & Merchants Investments Inc	UNCHANGED	81	81	0	0%	$5.2K	$4.7K	-$516	2026-10-22
First Horizon Corp	UNCHANGED	78	78	0	0%	$5.0K	$4.5K	-$497	2026-10-26
Acumen Wealth Advisors, LLC	UNCHANGED	66	66	0	0%	$4.2K	$3.8K	-$420	2026-11-05
Creative Capital Management Investments LLC	INCREASED	64	40	+24	+60%	$2.6K	$3.7K	+$1.1K	2026-10-28
Ascentis Wealth Management, LLC	NEW	57	—	+57	—	—	$3.3K	—	2026-11-03
GK Wealth Management LLC	NEW	50	—	+50	—	—	$2.9K	—	2026-10-09
Jacobi Capital Management LLC	NEW	50	—	+50	—	—	$2.9K	—	2026-11-05
Elevation Wealth Partners, LLC	UNCHANGED	47	47	0	0%	$3.0K	$2.7K	-$300	2026-10-07
Avion Wealth	UNCHANGED	47	47	0	0%	$3	$2	-$1	2026-11-04
Navigoe, LLC	INCREASED	43	40	+3	+8%	$2	$2	$0	2026-11-04
Physician Wealth Advisors, Inc.	UNCHANGED	38	38	0	0%	$2.4K	$2.2K	-$242	2026-10-20
WPG Advisers, LLC	UNCHANGED	37	37	0	0%	$2.4K	$2.1K	-$235	2026-10-27
SBI Securities Co., Ltd.	NEW	34	—	+34	—	—	$2.0K	—	2026-10-22
Capital Advisors, Ltd. LLC	UNCHANGED	34	34	0	0%	$2	$2	$0	2026-10-27
DiNuzzo Private Wealth, Inc.	UNCHANGED	29	29	0	0%	$1.9K	$1.7K	-$185	2026-10-16
Manchester Capital Management LLC	INCREASED	28	26	+2	+8%	$1.7K	$1.6K	-$50	2026-10-22
MTM Investment Management, LLC	UNCHANGED	25	25	0	0%	$1.6K	$1.4K	-$159	2026-10-30
Bay Harbor Wealth Management, LLC	INCREASED	22	16	+6	+38%	$1.0K	$1.3K	+$246	2026-11-03
Marquette Asset Management, LLC	UNCHANGED	22	22	0	0%	$1.4K	$1.3K	-$140	2026-10-09
Ares Financial Consulting, LLC	UNCHANGED	20	20	0	0%	$1.3K	$1.2K	-$128	2026-10-19
Clark Wealth Partners	NEW	19	—	+19	—	—	$1.1K	—	2026-10-19
Provenance Wealth Advisors, LLC	NEW	18	—	+18	—	—	$1.0K	—	2026-10-30
Elevated Capital Advisors, LLC	UNCHANGED	17	17	0	0%	$1.1K	$984	-$109	2026-11-04
Valley National Advisers Inc	NEW	14	—	+14	—	—	$811	—	2026-10-23
Financial Management Professionals, Inc.	UNCHANGED	13	13	0	0%	$836	$753	-$83	2026-10-23
Torren Management, LLC	UNCHANGED	11	11	0	0%	$729	$659	-$70	2026-10-29
Triumph Capital Management	UNCHANGED	9	9	0	0%	$579	$521	-$58	2026-10-14
Signature Equity Partners, LLC	NEW	7	—	+7	—	—	$405	—	2026-10-29
Rossby Financial, LCC	DECREASED	7	65	-58	-89%	$4.2K	$405	-$3.8K	2026-11-05
Silver Grove Financial Group, Inc.	UNCHANGED	6	6	0	0%	$404	$366	-$38	2026-11-05
DecisionPoint Financial, LLC	INCREASED	5	4	+1	+25%	$259	$295	+$36	2026-10-27
Hughes Financial Services, LLC	UNCHANGED	4	4	0	0%	$257	$270	+$13	2026-10-30
Maryland Capital Advisors Inc.	UNCHANGED	2	2	0	0%	$129	$116	-$13	2026-10-15
Maseco LLP	NEW	1	—	+1	—	—	$58	—	2026-10-27
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$65	$58	-$7	2026-10-26
Activest Wealth Management	UNCHANGED	1	1	0	0%	$64	$58	-$6	2026-10-15
R Squared Ltd	CLOSED	0	4,913	-4,913	-100%	$315.8K	$0	-$315.8K	2026-11-06
Vann Equity Management LLC	CLOSED	0	3,405	-3,405	-100%	$218.9K	$0	-$218.9K	2026-10-08
AdvisorNet Financial, Inc	CLOSED	0	1,646	-1,646	-100%	$105.8K	$0	-$105.8K	2026-10-15
Bayforest Capital Ltd	CLOSED	0	1,177	-1,177	-100%	$75.7K	$0	-$75.7K	2026-11-03
Caitong International Asset Management Co., Ltd	CLOSED	0	8	-8	-100%	$514	$0	-$514	2026-10-29
Cornerstone Planning Group LLC	CLOSED	0	5	-5	-100%	$325	$0	-$325	2026-10-16
BlackRock, Inc.	N/A	—	12,427,447	-12,427,447	-100%	$798.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	7,579,062	-7,579,062	-100%	$487.2M	—	—	—
Capital World Investors	N/A	—	4,538,937	-4,538,937	-100%	$291.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,990,051	-3,990,051	-100%	$256.5M	—	—	—
State Street Corp	N/A	—	3,910,208	-3,910,208	-100%	$251.3M	—	—	—
FMR LLC	N/A	—	2,915,486	-2,915,486	-100%	$187.4M	—	—	—
Norges Bank	N/A	—	2,650,724	-2,650,724	-100%	$170.4M	—	—	—
American Century Companies Inc	N/A	—	2,645,116	-2,645,116	-100%	$170.0M	—	—	—
Polar Capital Holdings Plc	N/A	—	2,379,000	-2,379,000	-100%	$152.9M	—	—	—
Renaissancere Holdings LTD	N/A	—	1,666,374	-1,666,374	-100%	$107.1M	—	—	—
AQR Capital Management LLC	N/A	—	1,548,044	-1,548,044	-100%	$99.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,423,165	-1,423,165	-100%	$91.5M	—	—	—
Nomura Asset Management International Inc.	N/A	—	1,251,630	-1,251,630	-100%	$80.5M	—	—	—
Northern Trust Corp	N/A	—	1,220,441	-1,220,441	-100%	$78.4M	—	—	—
Victory Capital Management Inc	N/A	—	1,195,793	-1,195,793	-100%	$76.9M	—	—	—
Morgan Stanley	N/A	—	1,167,901	-1,167,901	-100%	$75.1M	—	—	—
Ameriprise Financial Inc	N/A	—	1,106,361	-1,106,361	-100%	$71.1M	—	—	—
Two Sigma Investments, LP	N/A	—	940,533	-940,533	-100%	$60.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	835,593	-835,593	-100%	$53.7M	—	—	—
Capital International Investors	N/A	—	813,847	-813,847	-100%	$52.3M	—	—	—
Wellington Management Group LLP	N/A	—	732,992	-732,992	-100%	$47.1M	—	—	—
Allianz Asset Management GmbH	N/A	—	728,738	-728,738	-100%	$46.8M	—	—	—
Nuveen, LLC	N/A	—	610,716	-610,716	-100%	$39.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	606,178	-606,178	-100%	$39.0M	—	—	—
First Trust Advisors LP	N/A	—	604,154	-604,154	-100%	$38.8M	—	—	—
JPMorgan Chase & Co	N/A	—	566,455	-566,455	-100%	$37.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	443,702	-443,702	-100%	$28.5M	—	—	—
Bank of America Corp	N/A	—	384,967	-384,967	-100%	$24.7M	—	—	—
Invesco Ltd.	N/A	—	378,245	-378,245	-100%	$24.3M	—	—	—
Boston Partners	N/A	—	370,276	-370,276	-100%	$23.9M	—	—	—
Tudor Investment Corp ET AL	N/A	—	326,775	-326,775	-100%	$21.0M	—	—	—
UBS Group AG	N/A	—	322,868	-322,868	-100%	$20.8M	—	—	—
Rhumbline Advisers	N/A	—	307,729	-307,729	-100%	$19.8M	—	—	—
Millennium Management LLC	N/A	—	307,579	-307,579	-100%	$19.8M	—	—	—
Citadel Advisors LLC	N/A	—	293,653	-293,653	-100%	$18.9M	—	—	—
Qube Research & Technologies Ltd	N/A	—	275,927	-275,927	-100%	$17.7M	—	—	—
Balyasny Asset Management L.P.	N/A	—	237,414	-237,414	-100%	$15.3M	—	—	—
California Public Employees Retirement System	N/A	—	222,556	-222,556	-100%	$14.3M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	217,144	-217,144	-100%	$14.0M	—	—	—
Peregrine Capital Management LLC	N/A	—	215,786	-215,786	-100%	$13.9M	—	—	—
Winmill & Co. Inc	N/A	—	214,500	-214,500	-100%	$13.8M	—	—	—
Sixth Street Partners Management Company, L.P.	N/A	—	200,000	-200,000	-100%	$12.9M	—	—	—
Alliancebernstein L.P.	N/A	—	184,972	-184,972	-100%	$10.8M	—	—	—
Franklin Resources Inc	N/A	—	182,164	-182,164	-100%	$11.7M	—	—	—
Swiss National Bank	N/A	—	179,191	-179,191	-100%	$11.5M	—	—	—
SEI Investments Co	N/A	—	162,287	-162,287	-100%	$10.4M	—	—	—
Point72 Asset Management, L.P.	N/A	—	155,091	-155,091	-100%	$10.0M	—	—	—
Edgestream Partners, L.P.	N/A	—	152,207	-152,207	-100%	$9.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	146,159	-146,159	-100%	$9.4M	—	—	—
Clearbridge Investments, LLC	N/A	—	143,970	-143,970	-100%	$9.3M	—	—	—
Bessemer Group Inc	N/A	—	142,630	-142,630	-100%	$9.2K	—	—	—
Capital Fund Management S.A.	N/A	—	138,147	-138,147	-100%	$8.9M	—	—	—
Capitolis Liquid Global Markets LLC	N/A	—	128,800	-128,800	-100%	$8.3M	—	—	—
Legal & General Group Plc	N/A	—	127,365	-127,365	-100%	$8.2M	—	—	—
Panagora Asset Management Inc	N/A	—	126,485	-126,485	-100%	$8.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	119,004	-119,004	-100%	$7.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	111,162	-111,162	-100%	$7.1M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	109,036	-109,036	-100%	$7.0M	—	—	—
California State Teachers Retirement System	N/A	—	102,635	-102,635	-100%	$6.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	100,207	-100,207	-100%	$6.4M	—	—	—
Martingale Asset Management L P	N/A	—	97,719	-97,719	-100%	$6.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	96,285	-96,285	-100%	$6.2M	—	—	—
MetLife Investment Management, LLC	N/A	—	95,980	-95,980	-100%	$6.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	85,186	-85,186	-100%	$5.5M	—	—	—
Wells Fargo & Company	N/A	—	81,933	-81,933	-100%	$5.3M	—	—	—
Trexquant Investment LP	N/A	—	79,213	-79,213	-100%	$5.1M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	77,057	-77,057	-100%	$5.0M	—	—	—
Van Eck Associates Corp	N/A	—	74,197	-74,197	-100%	$4.8M	—	—	—
Horizon Investments, LLC	N/A	—	73,867	-73,867	-100%	$4.7M	—	—	—
Intech Investment Management LLC	N/A	—	73,137	-73,137	-100%	$4.7M	—	—	—
South Dakota Investment Council	N/A	—	70,614	-70,614	-100%	$4.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	69,083	-69,083	-100%	$4.4M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	68,903	-68,903	-100%	$4.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	67,373	-67,373	-100%	$4.3M	—	—	—
Holocene Advisors, LP	N/A	—	55,911	-55,911	-100%	$3.6M	—	—	—
Odyssean, LLC	N/A	—	50,922	-50,922	-100%	$3.3M	—	—	—
Cresset Asset Management, LLC	N/A	—	47,293	-47,293	-100%	$3.0M	—	—	—
Raymond James Financial Inc	N/A	—	46,120	-46,120	-100%	$3.0M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	46,100	-46,100	-100%	$3.0M	—	—	—
NFC Investments, LLC	N/A	—	45,615	-45,615	-100%	$2.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	42,040	-42,040	-100%	$2.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	40,447	-40,447	-100%	$2.6M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	39,520	-39,520	-100%	$2.5M	—	—	—
Vela Investment Management, LLC	N/A	—	39,299	-39,299	-100%	$2.5M	—	—	—
Cerity Partners LLC	N/A	—	39,218	-39,218	-100%	$2.5M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	38,390	-38,390	-100%	$2.5M	—	—	—
Jupiter Topco LLC	N/A	—	37,338	-37,338	-100%	$2.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	35,503	-35,503	-100%	$2.3M	—	—	—
Squarepoint Ops LLC	N/A	—	34,893	-34,893	-100%	$2.2M	—	—	—
Engineers Gate Manager LP	N/A	—	34,582	-34,582	-100%	$2.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	34,217	-34,217	-100%	$2.2M	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	33,870	-33,870	-100%	$2.2M	—	—	—
IEQ Capital, LLC	N/A	—	33,622	-33,622	-100%	$2.2M	—	—	—
New York State Common Retirement Fund	N/A	—	32,957	-32,957	-100%	$2.1M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	32,428	-32,428	-100%	$2.1K	—	—	—
HSBC Holdings PLC	N/A	—	32,107	-32,107	-100%	$2.1M	—	—	—
Jump Financial, LLC	N/A	—	31,653	-31,653	-100%	$2.0M	—	—	—
Focus Partners Wealth	N/A	—	30,534	-30,534	-100%	$2.0M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	30,130	-30,130	-100%	$1.9M	—	—	—
Prudential Financial Inc	N/A	—	28,855	-28,855	-100%	$1.9M	—	—	—
Cozad Asset Management Inc	N/A	—	28,442	-28,442	-100%	$1.8M	—	—	—
Acadian Asset Management LLC	N/A	—	28,010	-28,010	-100%	$1.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	26,943	-26,943	-100%	$1.7M	—	—	—
Handelsbanken Fonder AB	N/A	—	26,181	-26,181	-100%	$1.7K	—	—	—
Quantinno Capital Management LP	N/A	—	24,771	-24,771	-100%	$1.6M	—	—	—
Allstate Corp	N/A	—	24,739	-24,739	-100%	$1.6M	—	—	—
Polymer Capital Management (US) LLC	N/A	—	24,149	-24,149	-100%	$1.6M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	22,800	-22,800	-100%	$1.5M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	22,139	-22,139	-100%	$1.4M	—	—	—
Inceptionr LLC	N/A	—	21,482	-21,482	-100%	$1.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	21,000	-21,000	-100%	$1.3M	—	—	—
Natixis Advisors, LLC	N/A	—	20,658	-20,658	-100%	$1.3K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	20,043	-20,043	-100%	$1.3M	—	—	—
Freestone Grove Partners LP	N/A	—	19,772	-19,772	-100%	$1.3M	—	—	—
FOX RUN Management, L.L.C.	N/A	—	19,160	-19,160	-100%	$1.2M	—	—	—
Entropy Technologies, LP	N/A	—	18,614	-18,614	-100%	$1.2M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	18,300	-18,300	-100%	$1.2M	—	—	—
Weiss Asset Management LP	N/A	—	18,094	-18,094	-100%	$1.2M	—	—	—
Diametric Capital, LP	N/A	—	17,614	-17,614	-100%	$1.1M	—	—	—
Voya Investment Management LLC	N/A	—	16,993	-16,993	-100%	$1.1M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	16,937	-16,937	-100%	$1.1M	—	—	—
Stifel Financial Corp	N/A	—	16,674	-16,674	-100%	$1.1M	—	—	—
Aquatic Capital Management LLC	N/A	—	16,528	-16,528	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	16,309	-16,309	-100%	$1.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	15,911	-15,911	-100%	$1.0M	—	—	—
Picton Mahoney Asset Management	N/A	—	15,426	-15,426	-100%	$991.6K	—	—	—
Renaissance Group LLC	N/A	—	15,365	-15,365	-100%	$987.7K	—	—	—
Neuberger Berman Group LLC	N/A	—	15,208	-15,208	-100%	$977.6K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	15,031	-15,031	-100%	$966.2K	—	—	—
Pacer Advisors, Inc.	N/A	—	14,904	-14,904	-100%	$958	—	—	—
Dark Forest Capital Management LP	N/A	—	13,682	-13,682	-100%	$879.5K	—	—	—
Pathstone Holdings, LLC	N/A	—	12,827	-12,827	-100%	$824.5K	—	—	—
Winton Group Ltd	N/A	—	12,791	-12,791	-100%	$822.2K	—	—	—
Bayview Asset Management, LLC	N/A	—	12,500	-12,500	-100%	$803.5K	—	—	—
AXQ Capital, LP	N/A	—	12,177	-12,177	-100%	$782.7K	—	—	—
Klcm Advisors, Inc.	N/A	—	11,727	-11,727	-100%	$753.8K	—	—	—
Mirabella Financial Services LLP	N/A	—	11,565	-11,565	-100%	$743.4K	—	—	—
Hancock Whitney Corp	N/A	—	11,190	-11,190	-100%	$719.3K	—	—	—
Marshall Wace, LLP	N/A	—	10,908	-10,908	-100%	$701.2K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	10,266	-10,266	-100%	$659.9K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	9,612	-9,612	-100%	$618	—	—	—
Federated Hermes, Inc.	N/A	—	9,428	-9,428	-100%	$606.0K	—	—	—
Captrust Financial Advisors	N/A	—	9,174	-9,174	-100%	$589.7K	—	—	—
Walleye Capital LLC	N/A	—	8,473	-8,473	-100%	$544.6K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	8,228	-8,228	-100%	$528.9K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	8,206	-8,206	-100%	$527.5K	—	—	—
HighTower Advisors, LLC	N/A	—	7,916	-7,916	-100%	$508.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,908	-7,908	-100%	$508.3K	—	—	—
Bank of Montreal	N/A	—	7,812	-7,812	-100%	$502.2K	—	—	—
Aviva PLC	N/A	—	7,362	-7,362	-100%	$473.2K	—	—	—
AdvisorShares Investments LLC	N/A	—	7,316	-7,316	-100%	$470.3K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	7,051	-7,051	-100%	$453.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	7,036	-7,036	-100%	$452.3K	—	—	—
Mariner, LLC	N/A	—	6,845	-6,845	-100%	$439.9K	—	—	—
Arax Advisory Partners	N/A	—	6,567	-6,567	-100%	$422.1K	—	—	—
Canada Pension Plan Investment Board	N/A	—	6,400	-6,400	-100%	$411.4K	—	—	—
SG Americas Securities, LLC	N/A	—	6,287	-6,287	-100%	$404	—	—	—
EP Wealth Advisors, LLC	N/A	—	6,283	-6,283	-100%	$403.9K	—	—	—
Tidal Investments LLC	N/A	—	6,045	-6,045	-100%	$388.6K	—	—	—
M&T Bank Corp	N/A	—	5,976	-5,976	-100%	$384.4K	—	—	—
GSA Capital Partners LLP	N/A	—	5,741	-5,741	-100%	$369	—	—	—
Centiva Capital, LP	N/A	—	5,668	-5,668	-100%	$364.3K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	5,188	-5,188	-100%	$333.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,134	-5,134	-100%	$330.0K	—	—	—
Empowered Funds, LLC	N/A	—	5,071	-5,071	-100%	$326.0K	—	—	—
Quantbot Technologies LP	N/A	—	5,043	-5,043	-100%	$324.2K	—	—	—
Fielder Capital Group LLC	N/A	—	4,952	-4,952	-100%	$318.3K	—	—	—
Vinva Investment Management Ltd	N/A	—	4,767	-4,767	-100%	$449.2K	—	—	—
AlphaGrep UK Ltd	N/A	—	4,617	-4,617	-100%	$296.8K	—	—	—
Graham Capital Management, L.P.	N/A	—	4,423	-4,423	-100%	$284.3K	—	—	—
Fieldview Capital Management, LLC	N/A	—	4,398	-4,398	-100%	$282.7K	—	—	—
Summit Trail Advisors, LLC	N/A	—	4,097	-4,097	-100%	$263.4K	—	—	—
Cetera Investment Advisers	N/A	—	4,020	-4,020	-100%	$258.4K	—	—	—
DnB Asset Management AS	N/A	—	3,929	-3,929	-100%	$252.6K	—	—	—
Permanent Capital Management, LP	N/A	—	3,840	-3,840	-100%	$246.8K	—	—	—
Penserra Capital Management LLC	N/A	—	3,683	-3,683	-100%	$236	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,554	-3,554	-100%	$228.5K	—	—	—
Meeder Asset Management Inc	N/A	—	3,534	-3,534	-100%	$227.2K	—	—	—
QRG Capital Management, Inc.	N/A	—	3,355	-3,355	-100%	$215.7K	—	—	—
Vestcor Inc	N/A	—	3,300	-3,300	-100%	$212	—	—	—
Jones Financial Companies Lllp	N/A	—	2,803	-2,803	-100%	$179.4K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,531	-2,531	-100%	$162.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,948	-1,948	-100%	$125.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,825	-1,825	-100%	$117.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,178	-1,178	-100%	$76	—	—	—
SIT Investment Associates Inc	N/A	—	1,140	-1,140	-100%	$73	—	—	—
Rothschild Investment LLC	N/A	—	1,097	-1,097	-100%	$70.5K	—	—	—
Persistent Asset Partners Ltd	N/A	—	1,020	-1,020	-100%	$65.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	763	-763	-100%	$49.0K	—	—	—
Optiver Holding B.V.	N/A	—	696	-696	-100%	$44.7K	—	—	—
Advisors Asset Management, Inc.	N/A	—	673	-673	-100%	$43.3K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	621	-621	-100%	$39.9K	—	—	—
Nomura Asset Management Co LTD	N/A	—	450	-450	-100%	$28.9K	—	—	—
WealthCollab, LLC	N/A	—	298	-298	-100%	$19.2K	—	—	—
CVA Family Office, LLC	N/A	—	206	-206	-100%	$13.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	125	-125	-100%	$8.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	125	-125	-100%	$8.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	113	-113	-100%	$7.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	113	-113	-100%	$7.1K	—	—	—
Quent Capital, LLC	N/A	—	109	-109	-100%	$7.0K	—	—	—
IMA Advisory Services, Inc.	N/A	—	75	-75	-100%	$4.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	69	-69	-100%	$4.5K	—	—	—
Quarry LP	N/A	—	54	-54	-100%	$3.5K	—	—	—
Rialto Wealth Management, LLC	N/A	—	45	-45	-100%	$2.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	42	-42	-100%	$2.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	42	-42	-100%	$2.7K	—	—	—
Kilter Group LLC	N/A	—	36	-36	-100%	$2.3K	—	—	—
Huntington National Bank	N/A	—	31	-31	-100%	$2.0K	—	—	—
Harbour Investments, Inc.	N/A	—	30	-30	-100%	$1.9K	—	—	—
SouthState Bank Corp	N/A	—	27	-27	-100%	$1.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	21	-21	-100%	$1.4K	—	—	—
JPL Wealth Management, LLC	N/A	—	20	-20	-100%	$1.3K	—	—	—
SHP Wealth Management	N/A	—	19	-19	-100%	$1.2K	—	—	—
HFM Investment Advisors, LLC	N/A	—	16	-16	-100%	$1.0K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	15	-15	-100%	$964	—	—	—
Continuum Advisory, LLC	N/A	—	14	-14	-100%	$900	—	—	—
LRI Investments, LLC	N/A	—	11	-11	-100%	$707	—	—	—
Cornerstone Financial Management LLC	N/A	—	9	-9	-100%	$579	—	—	—
Ameriflex Group, Inc.	N/A	—	5	-5	-100%	$321	—	—	—
Raffa Wealth Management, LLC	N/A	—	2	-2	-100%	$129	—	—	—
Sachetta, LLC	N/A	—	1	-1	-100%	$65	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	0	0	—	$7	—	—	—

Showing 386 of 386 institutions