Genius Sports Limited (GENI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Geode Capital Management, LLC

INCREASED

Shares3,320,928 from 3,251,794

Change+69,134 (+2%)

Value$19.0M (-$677.0K)

Filed 2026-11-06

Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares3,154,369 from 3,527,028

Change-372,659 (-11%)

Value$18.1M (-$3.3M)

Filed 2026-10-29

Allspring Global Investments Holdings, LLC

DECREASED

Shares2,195,394 from 2,806,501

Change-611,107 (-22%)

Value$12.5M (-$5.4M)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares1,715,879 from 334,972

Change+1,380,907 (+412%)

Value$9.8M (+$7.8M)

Filed 2026-11-06

Granite Investment Partners, LLC

NEW

Shares1,309,789

Change+1,309,789

Value$7.5M

Filed 2026-11-04

CenterBook Partners LP

DECREASED

Shares1,305,201 from 1,476,166

Change-170,965 (-12%)

Value$7.5M (-$1.5M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares1,111,359 from 2,122,792

Change-1,011,433 (-48%)

Value$6.4M (-$6.5M)

Filed 2026-11-05

Squarepoint Ops LLC

DECREASED

Shares794,282 from 866,212

Change-71,930 (-8%)

Value$4.6M (-$698.0K)

Filed 2026-11-09

Nuveen, LLC

DECREASED

Shares699,507 from 1,488,470

Change-788,963 (-53%)

Value$4.0M (-$5.0M)

Filed 2026-11-10

Moody National Bank Trust Division

INCREASED

Shares665,999 from 589,959

Change+76,040 (+13%)

Value$3.8M (+$241.0K)

Filed 2026-10-06

Robertson Stephens Wealth Management, LLC

INCREASED

Shares651,135 from 589,740

Change+61,395 (+10%)

Value$3.7M (+$157.2K)

Filed 2026-10-16

Wilson Asset Management (International) PTY LTD

INCREASED

Shares636,669 from 458,376

Change+178,293 (+39%)

Value$3.6M (+$870.4K)

Filed 2026-10-26

Quent Capital, LLC

INCREASED

Shares600,000 from 560,000

Change+40,000 (+7%)

Value$3.6M (+$188.4K)

Filed 2026-11-09

White Pine Capital LLC

INCREASED

Shares540,262 from 525,215

Change+15,047 (+3%)

Value$3.1M (-$87.1K)

Filed 2026-11-09

Harbor Capital Advisors, Inc.

DECREASED

Shares394,199 from 417,370

Change-23,171 (-6%)

Value$2.3K (-$270)

Filed 2026-10-22

LPL Financial LLC

INCREASED

Shares317,469 from 306,563

Change+10,906 (+4%)

Value$1.8M (-$38.7K)

Filed 2026-11-06

Victory Capital Management Inc

INCREASED

Shares282,441 from 25,658

Change+256,783 (+1001%)

Value$1.6M (+$1.5M)

Filed 2026-11-10

Barclays PLC

INCREASED

Shares237,947 from 136,887

Change+101,060 (+74%)

Value$1.4M (+$533.9K)

Filed 2026-11-06

Simplex Trading, LLC

INCREASED

Shares216,129 from 208,775

Change+7,354 (+4%)

Value$1.2M (-$26.8K)

Filed 2026-11-04

AMI Asset Management Corp

DECREASED

Shares157,843 from 161,318

Change-3,475 (-2%)

Value$904.4K (-$73.1K)

Filed 2026-10-20

King Luther Capital Management Corp

UNCHANGED

Shares140,000 from 140,000

Change0 (0%)

Value$802.2K (-$46.2K)

Filed 2026-11-05

Exchange Traded Concepts, LLC

DECREASED

Shares128,596 from 314,735

Change-186,139 (-59%)

Value$736.9K (-$1.2M)

Filed 2026-10-28

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares108,599 from 92,670

Change+15,929 (+17%)

Value$622.3K (+$60.7K)

Filed 2026-10-29

HighTower Advisors, LLC

INCREASED

Shares108,482 from 84,232

Change+24,250 (+29%)

Value$621.6K (+$111.2K)

Filed 2026-11-10

Crescent Grove Advisors, LLC

DECREASED

Shares96,629 from 97,629

Change-1,000 (-1%)

Value$553.7K (-$37.9K)

Filed 2026-10-21

Penn Capital Management Company, LLC

DECREASED

Shares90,359 from 112,599

Change-22,240 (-20%)

Value$517.8K (-$164.6K)

Filed 2026-11-04

Savant Capital, LLC

NEW

Shares74,090

Change+74,090

Value$424.5K

Filed 2026-11-06

Chicago Partners Investment Group LLC

INCREASED

Shares70,420 from 55,698

Change+14,722 (+26%)

Value$445.8K (+$87.6K)

Filed 2026-10-27

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares65,355 from 70,306

Change-4,951 (-7%)

Value$374.5K (-$51.6K)

Filed 2026-11-09

ProShare Advisors LLC

DECREASED

Shares57,376 from 131,048

Change-73,672 (-56%)

Value$328.8K (-$465.4K)

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares55,390 from 112,463

Change-57,073 (-51%)

Value$317.4K (-$364.1K)

Filed 2026-11-04

Clarus Group, Inc.

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$286.5K (-$16.5K)

Filed 2026-10-21

Voya Investment Management LLC

INCREASED

Shares49,396 from 47,704

Change+1,692 (+4%)

Value$283.0K (-$6.0K)

Filed 2026-11-10

Pension & Wealth Management Advisors, Inc.

DECREASED

Shares47,343 from 47,803

Change-460 (-1%)

Value$271.3K (-$18.4K)

Filed 2026-10-16

Oppenheimer Asset Management Inc.

INCREASED

Shares44,159 from 31,863

Change+12,296 (+39%)

Value$253.0K (+$59.9K)

Filed 2026-10-27

Straightline Group LLC

INCREASED

Shares41,248 from 38,643

Change+2,605 (+7%)

Value$236.4K (+$2.2K)

Filed 2026-11-10

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares38,562 from 34,778

Change+3,784 (+11%)

Value$255.7K (+$40.4K)

Filed 2026-10-13

Imc-Chicago, LLC

INCREASED

Shares34,454 from 25,066

Change+9,388 (+37%)

Value$197.4K (+$45.5K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares34,171 from 32,973

Change+1,198 (+4%)

Value$195.8K (-$4.0K)

Filed 2026-11-02

Truist Financial Corp

NEW

Shares33,201

Change+33,201

Value$190.2K

Filed 2026-10-30

Bank of Montreal

INCREASED

Shares30,632 from 16,029

Change+14,603 (+91%)

Value$175.5K (+$78.4K)

Filed 2026-11-09

Atria Investments, Inc

INCREASED

Shares29,519 from 18,230

Change+11,289 (+62%)

Value$169.1K (+$58.7K)

Filed 2026-10-15

Vontobel Holding Ltd.

DECREASED

Shares26,462 from 27,361

Change-899 (-3%)

Value$151.6K (-$14.2K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

DECREASED

Shares26,247 from 39,818

Change-13,571 (-34%)

Value$150.4K (-$90.9K)

Filed 2026-10-29

Clearstead Advisors, LLC

INCREASED

Shares24,702 from 24,028

Change+674 (+3%)

Value$141.5K (-$4.1K)

Filed 2026-11-06

Integrity Alliance, Llc.

NEW

Shares24,539

Change+24,539

Value$140.6K

Filed 2026-10-29

Semanteon Capital Management, LP

NEW

Shares23,040

Change+23,040

Value$132.0K

Filed 2026-11-09

Xponance LLC

DECREASED

Shares22,286 from 22,679

Change-393 (-2%)

Value$127.7K (-$9.7K)

Filed 2026-11-03

Americana Partners, LLC

DECREASED

Shares22,077 from 39,751

Change-17,674 (-44%)

Value$126.5K (-$114.4K)

Filed 2026-10-28

Canton Hathaway, LLC

UNCHANGED

Shares22,000 from 22,000

Change0 (0%)

Value$126.1K (-$7.3K)

Filed 2026-10-23

Regatta Capital Group, LLC

INCREASED

Shares21,512 from 14,775

Change+6,737 (+46%)

Value$123.3K (+$33.7K)

Filed 2026-10-23

FMR LLC

INCREASED

Shares21,224 from 13,837

Change+7,387 (+53%)

Value$121.6K (+$37.8K)

Filed 2026-11-10

Kestra Advisory Services, LLC

NEW

Shares21,196

Change+21,196

Value$121.5K

Filed 2026-11-02

Joel Isaacson & Co., LLC

INCREASED

Shares20,045 from 20,000

Change+45 (+0%)

Value$114.9K (-$6.3K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares19,889 from 10,991

Change+8,898 (+81%)

Value$114.0K (+$47.4K)

Filed 2026-11-02

Oppenheimer & Co Inc

UNCHANGED

Shares19,650 from 19,650

Change0 (0%)

Value$112.6K (-$6.5K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares19,391 from 15,131

Change+4,260 (+28%)

Value$111.1K (+$19.4K)

Filed 2026-10-16

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares18,515 from 324,155

Change-305,640 (-94%)

Value$106.1K (-$1.9M)

Filed 2026-10-16

Inscription Capital, LLC

DECREASED

Shares16,602 from 19,539

Change-2,937 (-15%)

Value$95.1K (-$23.3K)

Filed 2026-11-02

Fifth Third Bancorp

NEW

Shares16,016

Change+16,016

Value$91.8K

Filed 2026-11-05

State of Wyoming

INCREASED

Shares16,010 from 1,465

Change+14,545 (+993%)

Value$91.7K (+$82.9K)

Filed 2026-10-28

Principal Financial Group Inc

NEW

Shares15,855

Change+15,855

Value$90.8K

Filed 2026-11-02

Abel Hall, LLC

NEW

Shares15,220

Change+15,220

Value$87.2K

Filed 2026-10-19

Park National Corp

NEW

Shares14,631

Change+14,631

Value$83.8K

Filed 2026-10-05

Sumitomo Mitsui DS Asset Management Company, Ltd

INCREASED

Shares14,578 from 12,675

Change+1,903 (+15%)

Value$83.5K (+$6.7K)

Filed 2026-10-20

M&T Bank Corp

DECREASED

Shares14,064 from 14,234

Change-170 (-1%)

Value$80.6K (-$5.7K)

Filed 2026-11-10

Thrivent Financial for Lutherans

DECREASED

Shares13,275 from 13,467

Change-192 (-1%)

Value$76 (-$7)

Filed 2026-11-05

Sentry LLC

UNCHANGED

Shares12,686 from 12,686

Change0 (0%)

Value$72.7K (-$4.2K)

Filed 2026-10-30

Kornitzer Capital Management Inc

NEW

Shares12,671

Change+12,671

Value$72.6K

Filed 2026-11-03

Trek Financial, LLC

INCREASED

Shares12,115 from 10,740

Change+1,375 (+13%)

Value$69.4K (+$4.3K)

Filed 2026-10-29

HBK Sorce Advisory LLC

INCREASED

Shares11,543 from 10,372

Change+1,171 (+11%)

Value$68.3K (-$18.1K)

Filed 2026-11-06

Argent Trust Co

NEW

Shares11,450

Change+11,450

Value$65.6K

Filed 2026-11-09

State of Alaska, Department of Revenue

NEW

Shares11,079

Change+11,079

Value$63

Filed 2026-10-15

Shelter Rock Management, LLC

NEW

Shares10,472

Change+10,472

Value$61.0K

Filed 2026-10-09

Greenwood Capital Associates LLC

DECREASED

Shares10,463 from 74,016

Change-63,553 (-86%)

Value$60.0K (-$388.6K)

Filed 2026-10-27

Merit Financial Group, LLC

NEW

Shares10,103

Change+10,103

Value$57.9K

Filed 2026-11-06

Sound Income Strategies, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$66.3K (+$5.7K)

Filed 2026-10-09

HUB Investment Partners, LLC

INCREASED

Shares6,861 from 3,613

Change+3,248 (+90%)

Value$39.3K (+$17.4K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares5,345 from 3,925

Change+1,420 (+36%)

Value$30.6K (+$6.8K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares5,237 from 5,214

Change+23 (+0%)

Value$30.0K (-$1.6K)

Filed 2026-10-20

Signaturefd, LLC

INCREASED

Shares5,096 from 3,494

Change+1,602 (+46%)

Value$29.2K (+$8.0K)

Filed 2026-10-23

UMB Bank, n.a.

DECREASED

Shares4,691 from 5,151

Change-460 (-9%)

Value$26.9K (-$4.3K)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares4,077 from 2,267

Change+1,810 (+80%)

Value$23.4K (+$9.6K)

Filed 2026-11-05

Global Retirement Partners, LLC

INCREASED

Shares3,610 from 2,984

Change+626 (+21%)

Value$20.7K (+$2.6K)

Filed 2026-11-10

Bessemer Group Inc

INCREASED

Shares3,200 from 1,200

Change+2,000 (+167%)

Value$18 (+$11)

Filed 2026-11-09

Allworth Financial LP

INCREASED

Shares3,166 from 3,156

Change+10 (+0%)

Value$19.2K (+$60)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares2,660 from 2,811

Change-151 (-5%)

Value$15.2K (-$1.8K)

Filed 2026-10-08

Avion Wealth

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$14 (-$1)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

INCREASED

Shares2,379 from 2,310

Change+69 (+3%)

Value$13.6K (-$367)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares2,079 from 2,575

Change-496 (-19%)

Value$11.9K (-$3.7K)

Filed 2026-10-27

SBI Securities Co., Ltd.

DECREASED

Shares1,943 from 2,122

Change-179 (-8%)

Value$11.1K (-$1.7K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares1,800 from 714

Change+1,086 (+152%)

Value$10.3K (+$6.0K)

Filed 2026-10-08

Versant Capital Management, Inc

UNCHANGED

Shares1,382 from 1,382

Change0 (0%)

Value$7.9K (-$456)

Filed 2026-10-02

Strs Ohio

NEW

Shares1,200

Change+1,200

Value$6.9K

Filed 2026-10-30

Harbour Investments, Inc.

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$6.3K (-$363)

Filed 2026-11-09

Huntington National Bank

INCREASED

Shares1,027 from 561

Change+466 (+83%)

Value$5.9K (+$2.5K)

Filed 2026-11-10

N.E.W. Advisory Services LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$5.7K (-$330)

Filed 2026-11-09

Grove Bank & Trust

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$5.7K (-$330)

Filed 2026-10-08

Essential Partners LLC

UNCHANGED

Shares958 from 958

Change0 (0%)

Value$5.5K (-$316)

Filed 2026-10-14

Zions Bancorporation, National Association

UNCHANGED

Shares916 from 916

Change0 (0%)

Value$5.2K (-$302)

Filed 2026-11-06

Private Trust Co NA

DECREASED

Shares863 from 955

Change-92 (-10%)

Value$4.9K (-$842)

Filed 2026-10-20

Parallel Advisors, LLC

INCREASED

Shares836 from 609

Change+227 (+37%)

Value$4.8K (+$1.1K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

DECREASED

Shares741 from 1,283

Change-542 (-42%)

Value$4.2K (-$3.5K)

Filed 2026-11-06

Rossby Financial, LCC

INCREASED

Shares559 from 372

Change+187 (+50%)

Value$3.2K (+$949)

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares544 from 544

Change0 (0%)

Value$3.1K (-$179)

Filed 2026-10-13

IFG Advisory, LLC

UNCHANGED

Shares475 from 475

Change0 (0%)

Value$2.7K (-$157)

Filed 2026-11-09

US Bancorp \de\

INCREASED

Shares455 from 403

Change+52 (+13%)

Value$2.6K (+$165)

Filed 2026-11-05

Parkside Financial Bank & Trust

INCREASED

Shares438 from 340

Change+98 (+29%)

Value$2.5K (+$449)

Filed 2026-10-27

Entrust Financial LLC

DECREASED

Shares310 from 355

Change-45 (-13%)

Value$1.8K (-$375)

Filed 2026-11-04

Hantz Financial Services, Inc.

INCREASED

Shares200 from 11

Change+189 (+1718%)

Value$1 (+$1)

Filed 2026-11-09

Wolff Wiese Magana LLC

UNCHANGED

Shares179 from 179

Change0 (0%)

Value$1.0K (-$59)

Filed 2026-10-15

Silver Grove Financial Group, Inc.

INCREASED

Shares163 from 22

Change+141 (+641%)

Value$934 (+$801)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares145 from 187

Change-42 (-22%)

Value$0 (-$1)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares117

Change+117

Value$670

Filed 2026-10-30

WPG Advisers, LLC

NEW

Shares72

Change+72

Value$413

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares56

Change+56

Value$320

Filed 2026-11-03

Hughes Financial Services, LLC

INCREASED

Shares10 from 1

Change+9 (+900%)

Value$65 (+$59)

Filed 2026-10-30

Blue Trust, Inc.

NEW

Shares3

Change+3

Value$15

Filed 2026-10-15

Western Standard LLC

CLOSED

Shares0 from 400,000

Change-400,000 (-100%)

Value$0 (-$2.4M)

Filed 2026-11-09

Cookson Peirce & Co Inc

CLOSED

Shares0 from 150,000

Change-150,000 (-100%)

Value$0 (-$909.0K)

Filed 2026-10-30

LOS Angeles Capital Management LLC

CLOSED

Shares0 from 106,931

Change-106,931 (-100%)

Value$0 (-$648.0K)

Filed 2026-11-10

Rock Creek Group LLC

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$606.0K)

Filed 2026-11-09

Emerald Advisers, LLC

CLOSED

Shares0 from 86,250

Change-86,250 (-100%)

Value$0 (-$522.7K)

Filed 2026-11-09

Channel Wealth LLC

CLOSED

Shares0 from 71,087

Change-71,087 (-100%)

Value$0 (-$430.8K)

Filed 2026-11-06

Intech Investment Management LLC

CLOSED

Shares0 from 47,609

Change-47,609 (-100%)

Value$0 (-$288.5K)

Filed 2026-11-09

Victory Financial Group, LLC

CLOSED

Shares0 from 16,979

Change-16,979 (-100%)

Value$0 (-$102.9K)

Filed 2026-10-27

Lexington Hill Partners, LLC

CLOSED

Shares0 from 10,540

Change-10,540 (-100%)

Value$0 (-$63.9K)

Filed 2026-10-13

Moors & Cabot, Inc.

CLOSED

Shares0 from 10,325

Change-10,325 (-100%)

Value$0 (-$62.6K)

Filed 2026-11-06

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$6.1K)

Filed 2026-10-14

SJS Investment Consulting Inc.

CLOSED

Shares0 from 152

Change-152 (-100%)

Value$0 (-$922)

Filed 2026-10-26

IFP Advisors, Inc

CLOSED

Shares0 from 98

Change-98 (-100%)

Value$0 (-$594)

Filed 2026-10-16

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 65

Change-65 (-100%)

Value$0 (-$394)

Filed 2026-10-20

BlackRock, Inc.

N/A

Shares— from 19,774,779

Change-19,774,779 (-100%)

Value—

Senvest Management, LLC

N/A

Shares— from 15,881,616

Change-15,881,616 (-100%)

Value—

Glenview Capital Management, LLC

N/A

Shares— from 13,495,287

Change-13,495,287 (-100%)

Value—

Hood River Capital Management LLC

N/A

Shares— from 12,929,769

Change-12,929,769 (-100%)

Value—

Stephens Investment Management Group LLC

N/A

Shares— from 10,691,861

Change-10,691,861 (-100%)

Value—

Shapiro Capital Management LLC

N/A

Shares— from 9,887,255

Change-9,887,255 (-100%)

Value—

Frontier Capital Management Co LLC

N/A

Shares— from 9,432,864

Change-9,432,864 (-100%)

Value—

Discovery Capital Management, LLC / CT

N/A

Shares— from 7,231,145

Change-7,231,145 (-100%)

Value—

Portolan Capital Management, LLC

N/A

Shares— from 7,025,809

Change-7,025,809 (-100%)

Value—

Granahan Investment Management, LLC

N/A

Shares— from 7,024,330

Change-7,024,330 (-100%)

Value—

Voss Capital, LPA

N/A

Shares— from 6,850,000

Change-6,850,000 (-100%)

Value—

Needham Investment Management LLC

N/A

Shares— from 4,925,000

Change-4,925,000 (-100%)

Value—

Samjo Management, LLC

N/A

Shares— from 4,913,050

Change-4,913,050 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,584,644

Change-4,584,644 (-100%)

Value—

Global Alpha Capital Management Ltd.

N/A

Shares— from 4,443,719

Change-4,443,719 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 4,374,308

Change-4,374,308 (-100%)

Value—

Cypress Point Investment Management LP

N/A

Shares— from 4,151,812

Change-4,151,812 (-100%)

Value—

IFC Advisors LLC

N/A

Shares— from 4,053,121

Change-4,053,121 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 3,979,980

Change-3,979,980 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,829,072

Change-3,829,072 (-100%)

Value—

Orbis Allan Gray Ltd

N/A

Shares— from 3,767,572

Change-3,767,572 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 3,514,963

Change-3,514,963 (-100%)

Value—

ARK Investment Management LLC

N/A

Shares— from 3,065,770

Change-3,065,770 (-100%)

Value—

Nixon Capital, LLC

N/A

Shares— from 2,842,205

Change-2,842,205 (-100%)

Value—

Longaeva Partners L.P.

N/A

Shares— from 2,379,279

Change-2,379,279 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,254,199

Change-2,254,199 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,047,087

Change-2,047,087 (-100%)

Value—

Sycale Advisors (NY) LLC

N/A

Shares— from 1,936,060

Change-1,936,060 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,714,882

Change-1,714,882 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,608,007

Change-1,608,007 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,567,874

Change-1,567,874 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,551,935

Change-1,551,935 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,517,489

Change-1,517,489 (-100%)

Value—

Man Group plc

N/A

Shares— from 1,413,550

Change-1,413,550 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 1,263,545

Change-1,263,545 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,235,077

Change-1,235,077 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 1,089,209

Change-1,089,209 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 1,018,036

Change-1,018,036 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 956,980

Change-956,980 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 941,748

Change-941,748 (-100%)

Value—

1060 Capital, LLC

N/A

Shares— from 900,000

Change-900,000 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 869,454

Change-869,454 (-100%)

Value—

Patient Capital Management, LLC

N/A

Shares— from 812,819

Change-812,819 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 806,820

Change-806,820 (-100%)

Value—

Creek Drive Management Group LLC

N/A

Shares— from 744,000

Change-744,000 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 692,786

Change-692,786 (-100%)

Value—

1492 Capital Management LLC

N/A

Shares— from 675,443

Change-675,443 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 623,252

Change-623,252 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 620,086

Change-620,086 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 570,556

Change-570,556 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 566,916

Change-566,916 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 555,944

Change-555,944 (-100%)

Value—

Uniplan Investment Counsel, Inc.

N/A

Shares— from 506,973

Change-506,973 (-100%)

Value—

Caledonia (Private) Investments Pty Ltd

N/A

Shares— from 476,875

Change-476,875 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 459,137

Change-459,137 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 450,000

Change-450,000 (-100%)

Value—

Soviero Asset Management, LP

N/A

Shares— from 440,000

Change-440,000 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 370,631

Change-370,631 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 357,808

Change-357,808 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 306,564

Change-306,564 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 303,714

Change-303,714 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 302,900

Change-302,900 (-100%)

Value—

P.A.W. Capital Corp

N/A

Shares— from 301,000

Change-301,000 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 300,600

Change-300,600 (-100%)

Value—

Hodges Capital Management Inc.

N/A

Shares— from 293,000

Change-293,000 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 275,187

Change-275,187 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 259,723

Change-259,723 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 230,581

Change-230,581 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 225,500

Change-225,500 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 216,968

Change-216,968 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 195,831

Change-195,831 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 195,600

Change-195,600 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 194,946

Change-194,946 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 193,595

Change-193,595 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 184,754

Change-184,754 (-100%)

Value—

G2 Investment Partners Management LLC

N/A

Shares— from 182,800

Change-182,800 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 174,245

Change-174,245 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 166,092

Change-166,092 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 161,774

Change-161,774 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 144,101

Change-144,101 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 140,374

Change-140,374 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 126,949

Change-126,949 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 119,061

Change-119,061 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 118,558

Change-118,558 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 114,257

Change-114,257 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 111,334

Change-111,334 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 110,883

Change-110,883 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 109,766

Change-109,766 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 109,179

Change-109,179 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 106,530

Change-106,530 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 98,245

Change-98,245 (-100%)

Value—

Advisory Research Inc

N/A

Shares— from 91,730

Change-91,730 (-100%)

Value—

Stephens Inc

N/A

Shares— from 85,520

Change-85,520 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 77,671

Change-77,671 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 67,900

Change-67,900 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 62,747

Change-62,747 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 62,679

Change-62,679 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 62,500

Change-62,500 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 61,366

Change-61,366 (-100%)

Value—

SkyView Investment Advisors, LLC

N/A

Shares— from 57,000

Change-57,000 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 53,646

Change-53,646 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 52,713

Change-52,713 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 52,000

Change-52,000 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 51,194

Change-51,194 (-100%)

Value—

Myda Advisors LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 49,653

Change-49,653 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 47,904

Change-47,904 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 44,326

Change-44,326 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 43,109

Change-43,109 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 41,851

Change-41,851 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 41,050

Change-41,050 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 39,380

Change-39,380 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 38,680

Change-38,680 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 37,275

Change-37,275 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 35,980

Change-35,980 (-100%)

Value—

Orographic Financial Advisors, LLC

N/A

Shares— from 35,794

Change-35,794 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 35,500

Change-35,500 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 34,073

Change-34,073 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 31,817

Change-31,817 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 30,797

Change-30,797 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 25,869

Change-25,869 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 25,340

Change-25,340 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 24,750

Change-24,750 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 23,052

Change-23,052 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 21,660

Change-21,660 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 21,634

Change-21,634 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 21,204

Change-21,204 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 20,631

Change-20,631 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 18,250

Change-18,250 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 17,686

Change-17,686 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 17,030

Change-17,030 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 16,578

Change-16,578 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,149

Change-15,149 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 14,940

Change-14,940 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 14,145

Change-14,145 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 13,685

Change-13,685 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 13,088

Change-13,088 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 12,788

Change-12,788 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,805

Change-11,805 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 10,203

Change-10,203 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 8,671

Change-8,671 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 3,206

Change-3,206 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 3,065

Change-3,065 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 1,982

Change-1,982 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,274

Change-1,274 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,031

Change-1,031 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 885

Change-885 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 818

Change-818 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 800

Change-800 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 547

Change-547 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 469

Change-469 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 346

Change-346 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 211

Change-211 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 202

Change-202 (-100%)

Value—

Quarry LP

N/A

Shares— from 57

Change-57 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	3,320,928	3,251,794	+69,134	+2%	$19.7M	$19.0M	-$677.0K	2026-11-06
Sumitomo Mitsui Trust Group, Inc.	DECREASED	3,154,369	3,527,028	-372,659	-11%	$21.4M	$18.1M	-$3.3M	2026-10-29
Allspring Global Investments Holdings, LLC	DECREASED	2,195,394	2,806,501	-611,107	-22%	$17.8M	$12.5M	-$5.4M	2026-11-04
Russell Investments Group, Ltd.	INCREASED	1,715,879	334,972	+1,380,907	+412%	$2.0M	$9.8M	+$7.8M	2026-11-06
Granite Investment Partners, LLC	NEW	1,309,789	—	+1,309,789	—	—	$7.5M	—	2026-11-04
CenterBook Partners LP	DECREASED	1,305,201	1,476,166	-170,965	-12%	$8.9M	$7.5M	-$1.5M	2026-11-02
Bank of New York Mellon Corp	DECREASED	1,111,359	2,122,792	-1,011,433	-48%	$12.9M	$6.4M	-$6.5M	2026-11-05
Squarepoint Ops LLC	DECREASED	794,282	866,212	-71,930	-8%	$5.2M	$4.6M	-$698.0K	2026-11-09
Nuveen, LLC	DECREASED	699,507	1,488,470	-788,963	-53%	$9.0M	$4.0M	-$5.0M	2026-11-10
Moody National Bank Trust Division	INCREASED	665,999	589,959	+76,040	+13%	$3.6M	$3.8M	+$241.0K	2026-10-06
Robertson Stephens Wealth Management, LLC	INCREASED	651,135	589,740	+61,395	+10%	$3.6M	$3.7M	+$157.2K	2026-10-16
Wilson Asset Management (International) PTY LTD	INCREASED	636,669	458,376	+178,293	+39%	$2.8M	$3.6M	+$870.4K	2026-10-26
Quent Capital, LLC	INCREASED	600,000	560,000	+40,000	+7%	$3.4M	$3.6M	+$188.4K	2026-11-09
White Pine Capital LLC	INCREASED	540,262	525,215	+15,047	+3%	$3.2M	$3.1M	-$87.1K	2026-11-09
Harbor Capital Advisors, Inc.	DECREASED	394,199	417,370	-23,171	-6%	$2.5K	$2.3K	-$270	2026-10-22
LPL Financial LLC	INCREASED	317,469	306,563	+10,906	+4%	$1.9M	$1.8M	-$38.7K	2026-11-06
Victory Capital Management Inc	INCREASED	282,441	25,658	+256,783	+1001%	$155.5K	$1.6M	+$1.5M	2026-11-10
Barclays PLC	INCREASED	237,947	136,887	+101,060	+74%	$829.5K	$1.4M	+$533.9K	2026-11-06
Simplex Trading, LLC	INCREASED	216,129	208,775	+7,354	+4%	$1.3M	$1.2M	-$26.8K	2026-11-04
AMI Asset Management Corp	DECREASED	157,843	161,318	-3,475	-2%	$977.6K	$904.4K	-$73.1K	2026-10-20
King Luther Capital Management Corp	UNCHANGED	140,000	140,000	0	0%	$848.4K	$802.2K	-$46.2K	2026-11-05
Exchange Traded Concepts, LLC	DECREASED	128,596	314,735	-186,139	-59%	$1.9M	$736.9K	-$1.2M	2026-10-28
Gerber Kawasaki Wealth & Investment Management	INCREASED	108,599	92,670	+15,929	+17%	$561.6K	$622.3K	+$60.7K	2026-10-29
HighTower Advisors, LLC	INCREASED	108,482	84,232	+24,250	+29%	$510.4K	$621.6K	+$111.2K	2026-11-10
Crescent Grove Advisors, LLC	DECREASED	96,629	97,629	-1,000	-1%	$591.6K	$553.7K	-$37.9K	2026-10-21
Penn Capital Management Company, LLC	DECREASED	90,359	112,599	-22,240	-20%	$682.4K	$517.8K	-$164.6K	2026-11-04
Savant Capital, LLC	NEW	74,090	—	+74,090	—	—	$424.5K	—	2026-11-06
Chicago Partners Investment Group LLC	INCREASED	70,420	55,698	+14,722	+26%	$358.1K	$445.8K	+$87.6K	2026-10-27
Police & Firemen's Retirement System of New Jersey	DECREASED	65,355	70,306	-4,951	-7%	$426.1K	$374.5K	-$51.6K	2026-11-09
ProShare Advisors LLC	DECREASED	57,376	131,048	-73,672	-56%	$794.2K	$328.8K	-$465.4K	2026-10-29
Citigroup Inc	DECREASED	55,390	112,463	-57,073	-51%	$681.5K	$317.4K	-$364.1K	2026-11-04
Clarus Group, Inc.	UNCHANGED	50,000	50,000	0	0%	$303.0K	$286.5K	-$16.5K	2026-10-21
Voya Investment Management LLC	INCREASED	49,396	47,704	+1,692	+4%	$289.1K	$283.0K	-$6.0K	2026-11-10
Pension & Wealth Management Advisors, Inc.	DECREASED	47,343	47,803	-460	-1%	$289.7K	$271.3K	-$18.4K	2026-10-16
Oppenheimer Asset Management Inc.	INCREASED	44,159	31,863	+12,296	+39%	$193.1K	$253.0K	+$59.9K	2026-10-27
Straightline Group LLC	INCREASED	41,248	38,643	+2,605	+7%	$234.2K	$236.4K	+$2.2K	2026-11-10
Wealth Enhancement Advisory Services, LLC	INCREASED	38,562	34,778	+3,784	+11%	$215.3K	$255.7K	+$40.4K	2026-10-13
Imc-Chicago, LLC	INCREASED	34,454	25,066	+9,388	+37%	$151.9K	$197.4K	+$45.5K	2026-11-05
Creative Planning	INCREASED	34,171	32,973	+1,198	+4%	$199.8K	$195.8K	-$4.0K	2026-11-02
Truist Financial Corp	NEW	33,201	—	+33,201	—	—	$190.2K	—	2026-10-30
Bank of Montreal	INCREASED	30,632	16,029	+14,603	+91%	$97.1K	$175.5K	+$78.4K	2026-11-09
Atria Investments, Inc	INCREASED	29,519	18,230	+11,289	+62%	$110.5K	$169.1K	+$58.7K	2026-10-15
Vontobel Holding Ltd.	DECREASED	26,462	27,361	-899	-3%	$165.8K	$151.6K	-$14.2K	2026-10-16
Caitong International Asset Management Co., Ltd	DECREASED	26,247	39,818	-13,571	-34%	$241.3K	$150.4K	-$90.9K	2026-10-29
Clearstead Advisors, LLC	INCREASED	24,702	24,028	+674	+3%	$145.6K	$141.5K	-$4.1K	2026-11-06
Integrity Alliance, Llc.	NEW	24,539	—	+24,539	—	—	$140.6K	—	2026-10-29
Semanteon Capital Management, LP	NEW	23,040	—	+23,040	—	—	$132.0K	—	2026-11-09
Xponance LLC	DECREASED	22,286	22,679	-393	-2%	$137.4K	$127.7K	-$9.7K	2026-11-03
Americana Partners, LLC	DECREASED	22,077	39,751	-17,674	-44%	$240.9K	$126.5K	-$114.4K	2026-10-28
Canton Hathaway, LLC	UNCHANGED	22,000	22,000	0	0%	$133.3K	$126.1K	-$7.3K	2026-10-23
Regatta Capital Group, LLC	INCREASED	21,512	14,775	+6,737	+46%	$89.5K	$123.3K	+$33.7K	2026-10-23
FMR LLC	INCREASED	21,224	13,837	+7,387	+53%	$83.9K	$121.6K	+$37.8K	2026-11-10
Kestra Advisory Services, LLC	NEW	21,196	—	+21,196	—	—	$121.5K	—	2026-11-02
Joel Isaacson & Co., LLC	INCREASED	20,045	20,000	+45	+0%	$121.2K	$114.9K	-$6.3K	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	19,889	10,991	+8,898	+81%	$66.6K	$114.0K	+$47.4K	2026-11-02
Oppenheimer & Co Inc	UNCHANGED	19,650	19,650	0	0%	$119.1K	$112.6K	-$6.5K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	19,391	15,131	+4,260	+28%	$91.7K	$111.1K	+$19.4K	2026-10-16
Y-Intercept (Hong Kong) Ltd	DECREASED	18,515	324,155	-305,640	-94%	$2.0M	$106.1K	-$1.9M	2026-10-16
Inscription Capital, LLC	DECREASED	16,602	19,539	-2,937	-15%	$118.4K	$95.1K	-$23.3K	2026-11-02
Fifth Third Bancorp	NEW	16,016	—	+16,016	—	—	$91.8K	—	2026-11-05
State of Wyoming	INCREASED	16,010	1,465	+14,545	+993%	$8.9K	$91.7K	+$82.9K	2026-10-28
Principal Financial Group Inc	NEW	15,855	—	+15,855	—	—	$90.8K	—	2026-11-02
Abel Hall, LLC	NEW	15,220	—	+15,220	—	—	$87.2K	—	2026-10-19
Park National Corp	NEW	14,631	—	+14,631	—	—	$83.8K	—	2026-10-05
Sumitomo Mitsui DS Asset Management Company, Ltd	INCREASED	14,578	12,675	+1,903	+15%	$76.8K	$83.5K	+$6.7K	2026-10-20
M&T Bank Corp	DECREASED	14,064	14,234	-170	-1%	$86.3K	$80.6K	-$5.7K	2026-11-10
Thrivent Financial for Lutherans	DECREASED	13,275	13,467	-192	-1%	$83	$76	-$7	2026-11-05
Sentry LLC	UNCHANGED	12,686	12,686	0	0%	$76.9K	$72.7K	-$4.2K	2026-10-30
Kornitzer Capital Management Inc	NEW	12,671	—	+12,671	—	—	$72.6K	—	2026-11-03
Trek Financial, LLC	INCREASED	12,115	10,740	+1,375	+13%	$65.1K	$69.4K	+$4.3K	2026-10-29
HBK Sorce Advisory LLC	INCREASED	11,543	10,372	+1,171	+11%	$86.4K	$68.3K	-$18.1K	2026-11-06
Argent Trust Co	NEW	11,450	—	+11,450	—	—	$65.6K	—	2026-11-09
State of Alaska, Department of Revenue	NEW	11,079	—	+11,079	—	—	$63	—	2026-10-15
Shelter Rock Management, LLC	NEW	10,472	—	+10,472	—	—	$61.0K	—	2026-10-09
Greenwood Capital Associates LLC	DECREASED	10,463	74,016	-63,553	-86%	$448.5K	$60.0K	-$388.6K	2026-10-27
Merit Financial Group, LLC	NEW	10,103	—	+10,103	—	—	$57.9K	—	2026-11-06
Sound Income Strategies, LLC	UNCHANGED	10,000	10,000	0	0%	$60.6K	$66.3K	+$5.7K	2026-10-09
HUB Investment Partners, LLC	INCREASED	6,861	3,613	+3,248	+90%	$21.9K	$39.3K	+$17.4K	2026-11-03
Sterling Capital Management LLC	INCREASED	5,345	3,925	+1,420	+36%	$23.8K	$30.6K	+$6.8K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	5,237	5,214	+23	+0%	$31.6K	$30.0K	-$1.6K	2026-10-20
Signaturefd, LLC	INCREASED	5,096	3,494	+1,602	+46%	$21.2K	$29.2K	+$8.0K	2026-10-23
UMB Bank, n.a.	DECREASED	4,691	5,151	-460	-9%	$31.2K	$26.9K	-$4.3K	2026-11-06
Larson Financial Group LLC	INCREASED	4,077	2,267	+1,810	+80%	$13.7K	$23.4K	+$9.6K	2026-11-05
Global Retirement Partners, LLC	INCREASED	3,610	2,984	+626	+21%	$18.1K	$20.7K	+$2.6K	2026-11-10
Bessemer Group Inc	INCREASED	3,200	1,200	+2,000	+167%	$7	$18	+$11	2026-11-09
Allworth Financial LP	INCREASED	3,166	3,156	+10	+0%	$19.1K	$19.2K	+$60	2026-11-06
Farther Finance Advisors, LLC	DECREASED	2,660	2,811	-151	-5%	$17.1K	$15.2K	-$1.8K	2026-10-08
Avion Wealth	UNCHANGED	2,500	2,500	0	0%	$15	$14	-$1	2026-11-04
EverSource Wealth Advisors, LLC	INCREASED	2,379	2,310	+69	+3%	$14.0K	$13.6K	-$367	2026-11-04
Pinnacle Wealth Planning Services, Inc.	DECREASED	2,079	2,575	-496	-19%	$15.6K	$11.9K	-$3.7K	2026-10-27
SBI Securities Co., Ltd.	DECREASED	1,943	2,122	-179	-8%	$12.9K	$11.1K	-$1.7K	2026-10-22
Gamma Investing LLC	INCREASED	1,800	714	+1,086	+152%	$4.3K	$10.3K	+$6.0K	2026-10-08
Versant Capital Management, Inc	UNCHANGED	1,382	1,382	0	0%	$8.4K	$7.9K	-$456	2026-10-02
Strs Ohio	NEW	1,200	—	+1,200	—	—	$6.9K	—	2026-10-30
Harbour Investments, Inc.	UNCHANGED	1,100	1,100	0	0%	$6.7K	$6.3K	-$363	2026-11-09
Huntington National Bank	INCREASED	1,027	561	+466	+83%	$3.4K	$5.9K	+$2.5K	2026-11-10
N.E.W. Advisory Services LLC	UNCHANGED	1,000	1,000	0	0%	$6.1K	$5.7K	-$330	2026-11-09
Grove Bank & Trust	UNCHANGED	1,000	1,000	0	0%	$6.1K	$5.7K	-$330	2026-10-08
Essential Partners LLC	UNCHANGED	958	958	0	0%	$5.8K	$5.5K	-$316	2026-10-14
Zions Bancorporation, National Association	UNCHANGED	916	916	0	0%	$5.6K	$5.2K	-$302	2026-11-06
Private Trust Co NA	DECREASED	863	955	-92	-10%	$5.8K	$4.9K	-$842	2026-10-20
Parallel Advisors, LLC	INCREASED	836	609	+227	+37%	$3.7K	$4.8K	+$1.1K	2026-11-03
PNC Financial Services Group, Inc.	DECREASED	741	1,283	-542	-42%	$7.8K	$4.2K	-$3.5K	2026-11-06
Rossby Financial, LCC	INCREASED	559	372	+187	+50%	$2.3K	$3.2K	+$949	2026-11-05
True Wealth Design, LLC	UNCHANGED	544	544	0	0%	$3.3K	$3.1K	-$179	2026-10-13
IFG Advisory, LLC	UNCHANGED	475	475	0	0%	$2.9K	$2.7K	-$157	2026-11-09
US Bancorp \de\	INCREASED	455	403	+52	+13%	$2.4K	$2.6K	+$165	2026-11-05
Parkside Financial Bank & Trust	INCREASED	438	340	+98	+29%	$2.1K	$2.5K	+$449	2026-10-27
Entrust Financial LLC	DECREASED	310	355	-45	-13%	$2.2K	$1.8K	-$375	2026-11-04
Hantz Financial Services, Inc.	INCREASED	200	11	+189	+1718%	$0	$1	+$1	2026-11-09
Wolff Wiese Magana LLC	UNCHANGED	179	179	0	0%	$1.1K	$1.0K	-$59	2026-10-15
Silver Grove Financial Group, Inc.	INCREASED	163	22	+141	+641%	$133	$934	+$801	2026-11-05
Covestor Ltd	DECREASED	145	187	-42	-22%	$1	$0	-$1	2026-10-30
Provenance Wealth Advisors, LLC	NEW	117	—	+117	—	—	$670	—	2026-10-30
WPG Advisers, LLC	NEW	72	—	+72	—	—	$413	—	2026-10-27
Ascentis Wealth Management, LLC	NEW	56	—	+56	—	—	$320	—	2026-11-03
Hughes Financial Services, LLC	INCREASED	10	1	+9	+900%	$6	$65	+$59	2026-10-30
Blue Trust, Inc.	NEW	3	—	+3	—	—	$15	—	2026-10-15
Western Standard LLC	CLOSED	0	400,000	-400,000	-100%	$2.4M	$0	-$2.4M	2026-11-09
Cookson Peirce & Co Inc	CLOSED	0	150,000	-150,000	-100%	$909.0K	$0	-$909.0K	2026-10-30
LOS Angeles Capital Management LLC	CLOSED	0	106,931	-106,931	-100%	$648.0K	$0	-$648.0K	2026-11-10
Rock Creek Group LLC	CLOSED	0	100,000	-100,000	-100%	$606.0K	$0	-$606.0K	2026-11-09
Emerald Advisers, LLC	CLOSED	0	86,250	-86,250	-100%	$522.7K	$0	-$522.7K	2026-11-09
Channel Wealth LLC	CLOSED	0	71,087	-71,087	-100%	$430.8K	$0	-$430.8K	2026-11-06
Intech Investment Management LLC	CLOSED	0	47,609	-47,609	-100%	$288.5K	$0	-$288.5K	2026-11-09
Victory Financial Group, LLC	CLOSED	0	16,979	-16,979	-100%	$102.9K	$0	-$102.9K	2026-10-27
Lexington Hill Partners, LLC	CLOSED	0	10,540	-10,540	-100%	$63.9K	$0	-$63.9K	2026-10-13
Moors & Cabot, Inc.	CLOSED	0	10,325	-10,325	-100%	$62.6K	$0	-$62.6K	2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	1,000	-1,000	-100%	$6.1K	$0	-$6.1K	2026-10-14
SJS Investment Consulting Inc.	CLOSED	0	152	-152	-100%	$922	$0	-$922	2026-10-26
IFP Advisors, Inc	CLOSED	0	98	-98	-100%	$594	$0	-$594	2026-10-16
Physician Wealth Advisors, Inc.	CLOSED	0	65	-65	-100%	$394	$0	-$394	2026-10-20
BlackRock, Inc.	N/A	—	19,774,779	-19,774,779	-100%	$119.8M	—	—	—
Senvest Management, LLC	N/A	—	15,881,616	-15,881,616	-100%	$96.2M	—	—	—
Glenview Capital Management, LLC	N/A	—	13,495,287	-13,495,287	-100%	$81.8M	—	—	—
Hood River Capital Management LLC	N/A	—	12,929,769	-12,929,769	-100%	$78.4M	—	—	—
Stephens Investment Management Group LLC	N/A	—	10,691,861	-10,691,861	-100%	$64.8M	—	—	—
Shapiro Capital Management LLC	N/A	—	9,887,255	-9,887,255	-100%	$59.9M	—	—	—
Frontier Capital Management Co LLC	N/A	—	9,432,864	-9,432,864	-100%	$57.2M	—	—	—
Discovery Capital Management, LLC / CT	N/A	—	7,231,145	-7,231,145	-100%	$43.8M	—	—	—
Portolan Capital Management, LLC	N/A	—	7,025,809	-7,025,809	-100%	$42.6M	—	—	—
Granahan Investment Management, LLC	N/A	—	7,024,330	-7,024,330	-100%	$42.6M	—	—	—
Voss Capital, LPA	N/A	—	6,850,000	-6,850,000	-100%	$41.5M	—	—	—
Needham Investment Management LLC	N/A	—	4,925,000	-4,925,000	-100%	$29.8M	—	—	—
Samjo Management, LLC	N/A	—	4,913,050	-4,913,050	-100%	$29.8M	—	—	—
Morgan Stanley	N/A	—	4,584,644	-4,584,644	-100%	$27.8M	—	—	—
Global Alpha Capital Management Ltd.	N/A	—	4,443,719	-4,443,719	-100%	$28.2M	—	—	—
WCM Investment Management, LLC	N/A	—	4,374,308	-4,374,308	-100%	$27.7M	—	—	—
Cypress Point Investment Management LP	N/A	—	4,151,812	-4,151,812	-100%	$25.2M	—	—	—
IFC Advisors LLC	N/A	—	4,053,121	-4,053,121	-100%	$24.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	3,979,980	-3,979,980	-100%	$24.1M	—	—	—
State Street Corp	N/A	—	3,829,072	-3,829,072	-100%	$23.2M	—	—	—
Orbis Allan Gray Ltd	N/A	—	3,767,572	-3,767,572	-100%	$22.8M	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	3,514,963	-3,514,963	-100%	$21.3M	—	—	—
ARK Investment Management LLC	N/A	—	3,065,770	-3,065,770	-100%	$18.6M	—	—	—
Nixon Capital, LLC	N/A	—	2,842,205	-2,842,205	-100%	$17.2M	—	—	—
Longaeva Partners L.P.	N/A	—	2,379,279	-2,379,279	-100%	$14.4M	—	—	—
UBS Group AG	N/A	—	2,254,199	-2,254,199	-100%	$13.7M	—	—	—
Raymond James Financial Inc	N/A	—	2,047,087	-2,047,087	-100%	$12.4M	—	—	—
Sycale Advisors (NY) LLC	N/A	—	1,936,060	-1,936,060	-100%	$11.7M	—	—	—
Wellington Management Group LLP	N/A	—	1,714,882	-1,714,882	-100%	$10.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,608,007	-1,608,007	-100%	$9.7M	—	—	—
SEI Investments Co	N/A	—	1,567,874	-1,567,874	-100%	$9.5M	—	—	—
Bank of America Corp	N/A	—	1,551,935	-1,551,935	-100%	$9.4M	—	—	—
Northern Trust Corp	N/A	—	1,517,489	-1,517,489	-100%	$9.2M	—	—	—
Man Group plc	N/A	—	1,413,550	-1,413,550	-100%	$8.6M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	1,263,545	-1,263,545	-100%	$7.7M	—	—	—
Legal & General Group Plc	N/A	—	1,235,077	-1,235,077	-100%	$7.5M	—	—	—
Balyasny Asset Management L.P.	N/A	—	1,089,209	-1,089,209	-100%	$6.6M	—	—	—
Marshall Wace, LLP	N/A	—	1,018,036	-1,018,036	-100%	$6.2M	—	—	—
AQR Capital Management LLC	N/A	—	956,980	-956,980	-100%	$5.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	941,748	-941,748	-100%	$5.7M	—	—	—
1060 Capital, LLC	N/A	—	900,000	-900,000	-100%	$5.5M	—	—	—
Clearbridge Investments, LLC	N/A	—	869,454	-869,454	-100%	$5.3M	—	—	—
Patient Capital Management, LLC	N/A	—	812,819	-812,819	-100%	$4.9M	—	—	—
Castleark Management LLC	N/A	—	806,820	-806,820	-100%	$4.9M	—	—	—
Creek Drive Management Group LLC	N/A	—	744,000	-744,000	-100%	$4.5M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	692,786	-692,786	-100%	$4.2M	—	—	—
1492 Capital Management LLC	N/A	—	675,443	-675,443	-100%	$4.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	623,252	-623,252	-100%	$3.8M	—	—	—
Wells Fargo & Company	N/A	—	620,086	-620,086	-100%	$3.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	570,556	-570,556	-100%	$3.5M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	566,916	-566,916	-100%	$3.4M	—	—	—
Citadel Advisors LLC	N/A	—	555,944	-555,944	-100%	$3.4M	—	—	—
Uniplan Investment Counsel, Inc.	N/A	—	506,973	-506,973	-100%	$3.1M	—	—	—
Caledonia (Private) Investments Pty Ltd	N/A	—	476,875	-476,875	-100%	$2.9M	—	—	—
Millennium Management LLC	N/A	—	459,137	-459,137	-100%	$2.8M	—	—	—
Verition Fund Management LLC	N/A	—	450,000	-450,000	-100%	$2.7M	—	—	—
Soviero Asset Management, LP	N/A	—	440,000	-440,000	-100%	$2.7M	—	—	—
Ancora Advisors LLCA	N/A	—	370,631	-370,631	-100%	$2.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	357,808	-357,808	-100%	$2.2M	—	—	—
Pathstone Holdings, LLC	N/A	—	306,564	-306,564	-100%	$1.9M	—	—	—
Invesco Ltd.	N/A	—	303,714	-303,714	-100%	$1.8M	—	—	—
Rhumbline Advisers	N/A	—	302,900	-302,900	-100%	$1.8M	—	—	—
P.A.W. Capital Corp	N/A	—	301,000	-301,000	-100%	$1.8M	—	—	—
Wealthspire Advisors, LLC	N/A	—	300,600	-300,600	-100%	$1.8M	—	—	—
Hodges Capital Management Inc.	N/A	—	293,000	-293,000	-100%	$1.8M	—	—	—
Formula Growth LTD	N/A	—	275,187	-275,187	-100%	$1.7M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	259,723	-259,723	-100%	$1.6M	—	—	—
Odyssean, LLC	N/A	—	230,581	-230,581	-100%	$1.4M	—	—	—
Alliancebernstein L.P.	N/A	—	225,500	-225,500	-100%	$999.0K	—	—	—
XTX Topco Ltd	N/A	—	216,968	-216,968	-100%	$1.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	195,831	-195,831	-100%	$1.2K	—	—	—
Renaissance Technologies LLC	N/A	—	195,600	-195,600	-100%	$1.2M	—	—	—
Group One Trading LLC	N/A	—	194,946	-194,946	-100%	$1.2M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	193,595	-193,595	-100%	$1.2M	—	—	—
Winton Group Ltd	N/A	—	184,754	-184,754	-100%	$1.1M	—	—	—
G2 Investment Partners Management LLC	N/A	—	182,800	-182,800	-100%	$1.1M	—	—	—
Diametric Capital, LP	N/A	—	174,245	-174,245	-100%	$1.1M	—	—	—
Quantinno Capital Management LP	N/A	—	166,092	-166,092	-100%	$1.0M	—	—	—
Captrust Financial Advisors	N/A	—	161,774	-161,774	-100%	$980.4K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	144,101	-144,101	-100%	$873.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	140,374	-140,374	-100%	$850.7K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	126,949	-126,949	-100%	$769.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	119,061	-119,061	-100%	$721.5K	—	—	—
Lazard Asset Management LLC	N/A	—	118,558	-118,558	-100%	$718.5K	—	—	—
Cerity Partners LLC	N/A	—	114,257	-114,257	-100%	$692.4K	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	111,334	-111,334	-100%	$674.7K	—	—	—
Stifel Financial Corp	N/A	—	110,883	-110,883	-100%	$672.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	109,766	-109,766	-100%	$665.2K	—	—	—
JPMorgan Chase & Co	N/A	—	109,179	-109,179	-100%	$692.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	106,530	-106,530	-100%	$646	—	—	—
Round Rock Advisors LLC	N/A	—	98,245	-98,245	-100%	$595.4K	—	—	—
Advisory Research Inc	N/A	—	91,730	-91,730	-100%	$555.9K	—	—	—
Stephens Inc	N/A	—	85,520	-85,520	-100%	$518.3K	—	—	—
SG Americas Securities, LLC	N/A	—	77,671	-77,671	-100%	$471	—	—	—
New York State Common Retirement Fund	N/A	—	67,900	-67,900	-100%	$411.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	62,747	-62,747	-100%	$380.2K	—	—	—
Boothbay Fund Management, LLC	N/A	—	62,679	-62,679	-100%	$379.8K	—	—	—
Gabelli Funds LLC	N/A	—	62,500	-62,500	-100%	$378.8K	—	—	—
HSBC Holdings PLC	N/A	—	61,366	-61,366	-100%	$376.2K	—	—	—
SkyView Investment Advisors, LLC	N/A	—	57,000	-57,000	-100%	$345	—	—	—
IEQ Capital, LLC	N/A	—	53,646	-53,646	-100%	$325.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	52,713	-52,713	-100%	$319.4K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	52,000	-52,000	-100%	$315.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	51,194	-51,194	-100%	$310.2K	—	—	—
Myda Advisors LLC	N/A	—	50,000	-50,000	-100%	$303.0K	—	—	—
Two Sigma Investments, LP	N/A	—	49,653	-49,653	-100%	$300.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	47,904	-47,904	-100%	$290.3K	—	—	—
First Trust Advisors LP	N/A	—	44,326	-44,326	-100%	$268.6K	—	—	—
Mariner, LLC	N/A	—	43,109	-43,109	-100%	$261.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	41,851	-41,851	-100%	$253.6K	—	—	—
NewEdge Wealth, LLC	N/A	—	41,050	-41,050	-100%	$248.8K	—	—	—
Prudential Financial Inc	N/A	—	39,380	-39,380	-100%	$238.6K	—	—	—
Caption Management, LLC	N/A	—	38,680	-38,680	-100%	$234.4K	—	—	—
Royal Bank of Canada	N/A	—	37,275	-37,275	-100%	$225.0K	—	—	—
nVerses Capital, LLC	N/A	—	35,980	-35,980	-100%	$218.0K	—	—	—
Orographic Financial Advisors, LLC	N/A	—	35,794	-35,794	-100%	$273	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	35,500	-35,500	-100%	$215.1K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	34,073	-34,073	-100%	$206.5K	—	—	—
Prelude Capital Management, LLC	N/A	—	31,817	-31,817	-100%	$192.8K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	30,797	-30,797	-100%	$186.6K	—	—	—
Arax Advisory Partners	N/A	—	25,869	-25,869	-100%	$156.8K	—	—	—
Jain Global LLC	N/A	—	25,340	-25,340	-100%	$153.6K	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	24,750	-24,750	-100%	$150.0K	—	—	—
Walleye Trading LLC	N/A	—	23,052	-23,052	-100%	$139.7K	—	—	—
Regal Investment Advisors LLC	N/A	—	21,660	-21,660	-100%	$131.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	21,634	-21,634	-100%	$131.1K	—	—	—
Cetera Investment Advisers	N/A	—	21,204	-21,204	-100%	$128.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	20,631	-20,631	-100%	$125.0K	—	—	—
Teton Advisors, LLC	N/A	—	20,000	-20,000	-100%	$121.2K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	18,250	-18,250	-100%	$110.6K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	17,686	-17,686	-100%	$107.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	17,030	-17,030	-100%	$103.2K	—	—	—
SummitTX Capital, L.P.	N/A	—	16,578	-16,578	-100%	$100.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	15,149	-15,149	-100%	$91.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	14,940	-14,940	-100%	$90.5K	—	—	—
Ameriprise Financial Inc	N/A	—	14,145	-14,145	-100%	$85.7K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	13,685	-13,685	-100%	$82.9K	—	—	—
Pacer Advisors, Inc.	N/A	—	13,088	-13,088	-100%	$79	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	12,800	-12,800	-100%	$77.6K	—	—	—
Snowden Capital Advisors LLC	N/A	—	12,788	-12,788	-100%	$77.5K	—	—	—
Franklin Resources Inc	N/A	—	11,805	-11,805	-100%	$71.5K	—	—	—
Persistent Asset Partners Ltd	N/A	—	10,203	-10,203	-100%	$61.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	8,671	-8,671	-100%	$52.5K	—	—	—
LRI Investments, LLC	N/A	—	3,206	-3,206	-100%	$19.4K	—	—	—
California State Teachers Retirement System	N/A	—	3,065	-3,065	-100%	$18.6K	—	—	—
Elequin Capital, LP	N/A	—	1,982	-1,982	-100%	$12.0K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	1,800	-1,800	-100%	$10.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,274	-1,274	-100%	$7.9K	—	—	—
Optiver Holding B.V.	N/A	—	1,031	-1,031	-100%	$6.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	885	-885	-100%	$5.4K	—	—	—
Walleye Capital LLC	N/A	—	818	-818	-100%	$5.0K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	800	-800	-100%	$4.8K	—	—	—
National Bank of Canada	N/A	—	547	-547	-100%	$3.3K	—	—	—
Colonial Trust Co / SC	N/A	—	469	-469	-100%	$3.0K	—	—	—
Rothschild Investment LLC	N/A	—	346	-346	-100%	$2.1K	—	—	—
GW&K Investment Management, LLC	N/A	—	325	-325	-100%	$2	—	—	—
Cornerstone Financial Management LLC	N/A	—	211	-211	-100%	$1.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	202	-202	-100%	$1.2K	—	—	—
Quarry LP	N/A	—	57	-57	-100%	$345	—	—	—
JPL Wealth Management, LLC	N/A	—	45	-45	-100%	$273	—	—	—
Smartleaf Asset Management LLC	N/A	—	14	-14	-100%	$89	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2	-2	-100%	$15	—	—	—

Showing 294 of 294 institutions