Helen of Troy LTD (HELE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares801,541 from 692,821

Change+108,720 (+16%)

Value$22.0M (+$1.8M)

Filed 2026-11-04

Pzena Investment Management LLC

DECREASED

Shares646,418 from 676,577

Change-30,159 (-4%)

Value$17.7M (-$1.9M)

Filed 2026-10-30

Geode Capital Management, LLC

DECREASED

Shares471,212 from 613,277

Change-142,065 (-23%)

Value$12.9M (-$4.9M)

Filed 2026-11-06

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares437,773 from 437,773

Change0 (0%)

Value$12.0M (-$726.7K)

Filed 2026-10-30

Acadian Asset Management LLC

INCREASED

Shares272,069 from 76,653

Change+195,416 (+255%)

Value$7.5K (+$5.2K)

Filed 2026-11-09

LSV Asset Management

INCREASED

Shares176,495 from 73,092

Change+103,403 (+141%)

Value$4.8K (+$2.7K)

Filed 2026-11-06

Royce & Associates LP

NEW

Shares160,028

Change+160,028

Value$4.4M

Filed 2026-11-09

Creative Planning

INCREASED

Shares117,611 from 104,010

Change+13,601 (+13%)

Value$3.2M (+$200.1K)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares101,220 from 25,835

Change+75,385 (+292%)

Value$2.8M (+$2.0M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares93,630 from 95,229

Change-1,599 (-2%)

Value$2.6M (-$201.9K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares93,092 from 79,959

Change+13,133 (+16%)

Value$2.6M (+$227.2K)

Filed 2026-11-06

Wedge Capital Management L L P

INCREASED

Shares67,038 from 52,687

Change+14,351 (+27%)

Value$1.8M (+$305.9K)

Filed 2026-10-13

Strs Ohio

INCREASED

Shares37,000 from 21,400

Change+15,600 (+73%)

Value$1.0M (+$392.1K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares36,862 from 39,430

Change-2,568 (-7%)

Value$978.7K (-$59.9K)

Filed 2026-10-13

SummerHaven Investment Management, LLC

INCREASED

Shares34,720 from 28,366

Change+6,354 (+22%)

Value$951.7K (+$127.1K)

Filed 2026-10-19

Deutsche Bank Ag\

DECREASED

Shares31,620 from 34,306

Change-2,686 (-8%)

Value$866.7K (-$130.6K)

Filed 2026-11-06

Inspire Investing, LLC

DECREASED

Shares23,066 from 23,529

Change-463 (-2%)

Value$632.2K (-$51.7K)

Filed 2026-10-22

Barclays PLC

INCREASED

Shares19,931 from 4,057

Change+15,874 (+391%)

Value$546.3K (+$428.4K)

Filed 2026-11-06

Robeco Institutional Asset Management B.V.

UNCHANGED

Shares16,967 from 16,967

Change0 (0%)

Value$465.1K (-$28.2K)

Filed 2026-10-20

Savant Capital, LLC

NEW

Shares16,224

Change+16,224

Value$444.7K

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares13,824 from 61,610

Change-47,786 (-78%)

Value$378.9K (-$1.4M)

Filed 2026-10-16

Diversified Trust Co

INCREASED

Shares11,916 from 11,796

Change+120 (+1%)

Value$326.6K (-$16.3K)

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares10,744 from 10,761

Change-17 (0%)

Value$294.5K (-$18.3K)

Filed 2026-10-22

Merit Financial Group, LLC

DECREASED

Shares9,978 from 10,050

Change-72 (-1%)

Value$273.5K (-$18.7K)

Filed 2026-11-06

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares6,564 from 6,564

Change0 (0%)

Value$179.9K (-$10.9K)

Filed 2026-11-09

Versant Capital Management, Inc

DECREASED

Shares3,584 from 3,618

Change-34 (-1%)

Value$98.2K (-$6.9K)

Filed 2026-10-02

Signaturefd, LLC

UNCHANGED

Shares3,456 from 3,456

Change0 (0%)

Value$94.7K (-$5.7K)

Filed 2026-10-23

Allworth Financial LP

INCREASED

Shares2,642 from 2,589

Change+53 (+2%)

Value$76.8K (+$1.5K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares1,873 from 1,606

Change+267 (+17%)

Value$51.3K (+$4.7K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares1,757 from 1,753

Change+4 (+0%)

Value$48.2K (-$2.8K)

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares1,499 from 1,499

Change0 (0%)

Value$41.1K (-$2.5K)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares1,315 from 1,230

Change+85 (+7%)

Value$36.0K (+$288)

Filed 2026-10-16

PNC Financial Services Group, Inc.

DECREASED

Shares1,183 from 1,645

Change-462 (-28%)

Value$32.4K (-$15.4K)

Filed 2026-11-06

State of Alaska, Department of Revenue

INCREASED

Shares1,174 from 1,075

Change+99 (+9%)

Value$32 (+$1)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

DECREASED

Shares1,012 from 1,082

Change-70 (-6%)

Value$27.7K (-$3.7K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares793 from 799

Change-6 (-1%)

Value$21.7K (-$1.4K)

Filed 2026-10-08

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares740 from 740

Change0 (0%)

Value$20 (-$2)

Filed 2026-11-04

Pflug Koory, LLC

UNCHANGED

Shares605 from 605

Change0 (0%)

Value$16.6K (-$1.0K)

Filed 2026-10-26

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares545 from 545

Change0 (0%)

Value$14.9K (-$905)

Filed 2026-10-27

IFG Advisory, LLC

INCREASED

Shares500 from 200

Change+300 (+150%)

Value$13.7K (+$7.9K)

Filed 2026-11-09

True Wealth Design, LLC

DECREASED

Shares492 from 508

Change-16 (-3%)

Value$13.5K (-$1.3K)

Filed 2026-10-13

Leonteq Securities AG

INCREASED

Shares469 from 201

Change+268 (+133%)

Value$12.9K (+$7.0K)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares415

Change+415

Value$11.4K

Filed 2026-10-21

SJS Investment Consulting Inc.

INCREASED

Shares368 from 162

Change+206 (+127%)

Value$10.1K (+$5.4K)

Filed 2026-10-26

Parallel Advisors, LLC

INCREASED

Shares361 from 338

Change+23 (+7%)

Value$9.9K (+$69)

Filed 2026-11-03

Summit Securities Group LLC

NEW

Shares327

Change+327

Value$9.0K

Filed 2026-11-05

Hickory Point Bank & Trust

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$8.2K (-$498)

Filed 2026-10-01

MTM Investment Management, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$5.5K (-$332)

Filed 2026-10-30

Owl Creek Wealth Partners LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$5.5K (-$332)

Filed 2026-10-20

Harbour Investments, Inc.

UNCHANGED

Shares185 from 185

Change0 (0%)

Value$5.1K (-$307)

Filed 2026-11-09

Nisa Investment Advisors, LLC

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$2.8K (-$171)

Filed 2026-10-20

Private Trust Co NA

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$2.4K (-$143)

Filed 2026-10-20

Provenance Wealth Advisors, LLC

NEW

Shares55

Change+55

Value$1.5K

Filed 2026-10-30

Hudson Edge Investment Partners Inc.

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.1K (-$67)

Filed 2026-10-28

Fortitude Family Office, LLC

DECREASED

Shares35 from 45

Change-10 (-22%)

Value$959 (-$349)

Filed 2026-10-14

Parkside Financial Bank & Trust

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$962 (-$55)

Filed 2026-10-27

Financial Network Wealth Advisors LLC

NEW

Shares27

Change+27

Value$740

Filed 2026-10-28

Financial Consulate, Inc

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$604 (-$36)

Filed 2026-10-23

Larson Financial Group LLC

NEW

Shares20

Change+20

Value$548

Filed 2026-11-05

Hantz Financial Services, Inc.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$0 (-$1)

Filed 2026-11-09

Ascentis Wealth Management, LLC

NEW

Shares13

Change+13

Value$356

Filed 2026-11-03

Asset Dedication, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$329 (-$20)

Filed 2026-11-03

Clearstead Advisors, LLC

DECREASED

Shares11 from 3,676

Change-3,665 (-100%)

Value$302 (-$106.6K)

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares11 from 22

Change-11 (-50%)

Value$302 (-$338)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares11 from 18

Change-7 (-39%)

Value$0 (-$1)

Filed 2026-10-30

WPG Advisers, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$137 (-$8)

Filed 2026-10-27

SBI Securities Co., Ltd.

NEW

Shares1

Change+1

Value$27

Filed 2026-10-22

North Star Investment Management Corp.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$27 (-$2)

Filed 2026-10-27

Counterpoint Mutual Funds LLC

CLOSED

Shares0 from 14,051

Change-14,051 (-100%)

Value$0 (-$408.5K)

Filed 2026-10-16

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 11,800

Change-11,800 (-100%)

Value$0 (-$343.0K)

Filed 2026-11-03

Brighton Jones LLC

CLOSED

Shares0 from 7,440

Change-7,440 (-100%)

Value$0 (-$216.3K)

Filed 2026-11-03

Optivise Advisory Services LLC

CLOSED

Shares0 from 6,905

Change-6,905 (-100%)

Value$0 (-$200.7K)

Filed 2026-10-19

S.A. Mason LLC

CLOSED

Shares0 from 3,500

Change-3,500 (-100%)

Value$0 (-$101.7K)

Filed 2026-10-13

State of Wyoming

CLOSED

Shares0 from 2,981

Change-2,981 (-100%)

Value$0 (-$86.7K)

Filed 2026-10-28

Simplex Trading, LLC

CLOSED

Shares0 from 1,734

Change-1,734 (-100%)

Value$0 (-$50.4K)

Filed 2026-11-04

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 119

Change-119 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-07

Clearstead Trust, LLC

CLOSED

Shares0 from 33

Change-33 (-100%)

Value$0 (-$960)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$407)

Filed 2026-10-20

Quent Capital, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$203)

Filed 2026-11-09

Bell Investment Advisors, Inc

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$146)

Filed 2026-10-29

Activest Wealth Management

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-15

BlackRock, Inc.

N/A

Shares— from 1,883,032

Change-1,883,032 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,322,587

Change-1,322,587 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 993,527

Change-993,527 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 954,568

Change-954,568 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 824,267

Change-824,267 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 824,238

Change-824,238 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 802,085

Change-802,085 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 779,831

Change-779,831 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 678,837

Change-678,837 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 569,900

Change-569,900 (-100%)

Value—

State Street Corp

N/A

Shares— from 526,239

Change-526,239 (-100%)

Value—

Paradigm Capital Management Inc

N/A

Shares— from 488,000

Change-488,000 (-100%)

Value—

Rwwm, Inc.

N/A

Shares— from 474,611

Change-474,611 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 461,325

Change-461,325 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 378,663

Change-378,663 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 367,060

Change-367,060 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 358,224

Change-358,224 (-100%)

Value—

Invenomic Capital Management LP

N/A

Shares— from 357,451

Change-357,451 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 338,312

Change-338,312 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 325,752

Change-325,752 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 297,763

Change-297,763 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 282,065

Change-282,065 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 263,128

Change-263,128 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 213,294

Change-213,294 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 211,949

Change-211,949 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 207,731

Change-207,731 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 204,810

Change-204,810 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 200,555

Change-200,555 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 195,808

Change-195,808 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 179,500

Change-179,500 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 156,976

Change-156,976 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 155,205

Change-155,205 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 154,189

Change-154,189 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 147,072

Change-147,072 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 118,432

Change-118,432 (-100%)

Value—

UBS Group AG

N/A

Shares— from 115,972

Change-115,972 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 111,966

Change-111,966 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 111,437

Change-111,437 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 110,865

Change-110,865 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 106,204

Change-106,204 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 86,544

Change-86,544 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 80,606

Change-80,606 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 78,189

Change-78,189 (-100%)

Value—

FMR LLC

N/A

Shares— from 73,420

Change-73,420 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 68,583

Change-68,583 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 65,737

Change-65,737 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 64,300

Change-64,300 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 63,015

Change-63,015 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 58,314

Change-58,314 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 58,013

Change-58,013 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 58,005

Change-58,005 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 57,413

Change-57,413 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 56,727

Change-56,727 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 51,893

Change-51,893 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 50,885

Change-50,885 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 50,212

Change-50,212 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 46,555

Change-46,555 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 45,464

Change-45,464 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 42,237

Change-42,237 (-100%)

Value—

Mork Capital Management, LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 38,162

Change-38,162 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 34,970

Change-34,970 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 31,556

Change-31,556 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 31,477

Change-31,477 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 30,408

Change-30,408 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 29,581

Change-29,581 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 25,846

Change-25,846 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 25,758

Change-25,758 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 25,290

Change-25,290 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 22,800

Change-22,800 (-100%)

Value—

Man Group plc

N/A

Shares— from 21,543

Change-21,543 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 21,222

Change-21,222 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 20,740

Change-20,740 (-100%)

Value—

&partners

N/A

Shares— from 20,154

Change-20,154 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 17,744

Change-17,744 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 16,927

Change-16,927 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 16,200

Change-16,200 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 14,740

Change-14,740 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,480

Change-14,480 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,287

Change-13,287 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 13,118

Change-13,118 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 12,429

Change-12,429 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 12,315

Change-12,315 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 12,304

Change-12,304 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,024

Change-11,024 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 10,767

Change-10,767 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 10,407

Change-10,407 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 9,796

Change-9,796 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 9,705

Change-9,705 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 9,578

Change-9,578 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 9,508

Change-9,508 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,551

Change-8,551 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 8,516

Change-8,516 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 8,490

Change-8,490 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 8,184

Change-8,184 (-100%)

Value—

Capstone Financial Advisors, Inc.

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 7,403

Change-7,403 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 7,383

Change-7,383 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,201

Change-7,201 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 6,913

Change-6,913 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 6,879

Change-6,879 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,869

Change-3,869 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,411

Change-3,411 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,007

Change-3,007 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,662

Change-2,662 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,914

Change-1,914 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,107

Change-1,107 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,104

Change-1,104 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,051

Change-1,051 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 1,010

Change-1,010 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 805

Change-805 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 321

Change-321 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 210

Change-210 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 210

Change-210 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 127

Change-127 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 106

Change-106 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 76

Change-76 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 3

Change-3 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	801,541	692,821	+108,720	+16%	$20.1M	$22.0M	+$1.8M	2026-11-04
Pzena Investment Management LLC	DECREASED	646,418	676,577	-30,159	-4%	$19.7M	$17.7M	-$1.9M	2026-10-30
Geode Capital Management, LLC	DECREASED	471,212	613,277	-142,065	-23%	$17.8M	$12.9M	-$4.9M	2026-11-06
Prescott Group Capital Management, L.L.C.	UNCHANGED	437,773	437,773	0	0%	$12.7M	$12.0M	-$726.7K	2026-10-30
Acadian Asset Management LLC	INCREASED	272,069	76,653	+195,416	+255%	$2.2K	$7.5K	+$5.2K	2026-11-09
LSV Asset Management	INCREASED	176,495	73,092	+103,403	+141%	$2.1K	$4.8K	+$2.7K	2026-11-06
Royce & Associates LP	NEW	160,028	—	+160,028	—	—	$4.4M	—	2026-11-09
Creative Planning	INCREASED	117,611	104,010	+13,601	+13%	$3.0M	$3.2M	+$200.1K	2026-11-02
Citigroup Inc	INCREASED	101,220	25,835	+75,385	+292%	$751.0K	$2.8M	+$2.0M	2026-11-04
Bank of New York Mellon Corp	DECREASED	93,630	95,229	-1,599	-2%	$2.8M	$2.6M	-$201.9K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	93,092	79,959	+13,133	+16%	$2.3M	$2.6M	+$227.2K	2026-11-06
Wedge Capital Management L L P	INCREASED	67,038	52,687	+14,351	+27%	$1.5M	$1.8M	+$305.9K	2026-10-13
Strs Ohio	INCREASED	37,000	21,400	+15,600	+73%	$622.1K	$1.0M	+$392.1K	2026-10-30
Wealth Enhancement Advisory Services, LLC	DECREASED	36,862	39,430	-2,568	-7%	$1.0M	$978.7K	-$59.9K	2026-10-13
SummerHaven Investment Management, LLC	INCREASED	34,720	28,366	+6,354	+22%	$824.6K	$951.7K	+$127.1K	2026-10-19
Deutsche Bank Ag\	DECREASED	31,620	34,306	-2,686	-8%	$997.3K	$866.7K	-$130.6K	2026-11-06
Inspire Investing, LLC	DECREASED	23,066	23,529	-463	-2%	$684.0K	$632.2K	-$51.7K	2026-10-22
Barclays PLC	INCREASED	19,931	4,057	+15,874	+391%	$117.9K	$546.3K	+$428.4K	2026-11-06
Robeco Institutional Asset Management B.V.	UNCHANGED	16,967	16,967	0	0%	$493.2K	$465.1K	-$28.2K	2026-10-20
Savant Capital, LLC	NEW	16,224	—	+16,224	—	—	$444.7K	—	2026-11-06
Y-Intercept (Hong Kong) Ltd	DECREASED	13,824	61,610	-47,786	-78%	$1.8M	$378.9K	-$1.4M	2026-10-16
Diversified Trust Co	INCREASED	11,916	11,796	+120	+1%	$342.9K	$326.6K	-$16.3K	2026-11-06
Sterling Capital Management LLC	DECREASED	10,744	10,761	-17	0%	$312.8K	$294.5K	-$18.3K	2026-10-22
Merit Financial Group, LLC	DECREASED	9,978	10,050	-72	-1%	$292.2K	$273.5K	-$18.7K	2026-11-06
Police & Firemen's Retirement System of New Jersey	UNCHANGED	6,564	6,564	0	0%	$190.8K	$179.9K	-$10.9K	2026-11-09
Versant Capital Management, Inc	DECREASED	3,584	3,618	-34	-1%	$105.2K	$98.2K	-$6.9K	2026-10-02
Signaturefd, LLC	UNCHANGED	3,456	3,456	0	0%	$100.5K	$94.7K	-$5.7K	2026-10-23
Allworth Financial LP	INCREASED	2,642	2,589	+53	+2%	$75.3K	$76.8K	+$1.5K	2026-11-06
Gamma Investing LLC	INCREASED	1,873	1,606	+267	+17%	$46.7K	$51.3K	+$4.7K	2026-10-08
US Bancorp \de\	INCREASED	1,757	1,753	+4	+0%	$51.0K	$48.2K	-$2.8K	2026-11-05
Essential Partners LLC	UNCHANGED	1,499	1,499	0	0%	$43.6K	$41.1K	-$2.5K	2026-10-14
IFP Advisors, Inc	INCREASED	1,315	1,230	+85	+7%	$35.8K	$36.0K	+$288	2026-10-16
PNC Financial Services Group, Inc.	DECREASED	1,183	1,645	-462	-28%	$47.8K	$32.4K	-$15.4K	2026-11-06
State of Alaska, Department of Revenue	INCREASED	1,174	1,075	+99	+9%	$31	$32	+$1	2026-10-15
EverSource Wealth Advisors, LLC	DECREASED	1,012	1,082	-70	-6%	$31.5K	$27.7K	-$3.7K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	793	799	-6	-1%	$23.2K	$21.7K	-$1.4K	2026-10-08
Hazlett, Burt & Watson, Inc.	UNCHANGED	740	740	0	0%	$22	$20	-$2	2026-11-04
Pflug Koory, LLC	UNCHANGED	605	605	0	0%	$17.6K	$16.6K	-$1.0K	2026-10-26
Cassaday & Co Wealth Management LLC	UNCHANGED	545	545	0	0%	$15.8K	$14.9K	-$905	2026-10-27
IFG Advisory, LLC	INCREASED	500	200	+300	+150%	$5.8K	$13.7K	+$7.9K	2026-11-09
True Wealth Design, LLC	DECREASED	492	508	-16	-3%	$14.8K	$13.5K	-$1.3K	2026-10-13
Leonteq Securities AG	INCREASED	469	201	+268	+133%	$5.8K	$12.9K	+$7.0K	2026-10-29
Root Financial Partners, LLC	NEW	415	—	+415	—	—	$11.4K	—	2026-10-21
SJS Investment Consulting Inc.	INCREASED	368	162	+206	+127%	$4.7K	$10.1K	+$5.4K	2026-10-26
Parallel Advisors, LLC	INCREASED	361	338	+23	+7%	$9.8K	$9.9K	+$69	2026-11-03
Summit Securities Group LLC	NEW	327	—	+327	—	—	$9.0K	—	2026-11-05
Hickory Point Bank & Trust	UNCHANGED	300	300	0	0%	$8.7K	$8.2K	-$498	2026-10-01
MTM Investment Management, LLC	UNCHANGED	200	200	0	0%	$5.8K	$5.5K	-$332	2026-10-30
Owl Creek Wealth Partners LLC	UNCHANGED	200	200	0	0%	$5.8K	$5.5K	-$332	2026-10-20
Harbour Investments, Inc.	UNCHANGED	185	185	0	0%	$5.4K	$5.1K	-$307	2026-11-09
Nisa Investment Advisors, LLC	UNCHANGED	103	103	0	0%	$3.0K	$2.8K	-$171	2026-10-20
Private Trust Co NA	UNCHANGED	86	86	0	0%	$2.5K	$2.4K	-$143	2026-10-20
Provenance Wealth Advisors, LLC	NEW	55	—	+55	—	—	$1.5K	—	2026-10-30
Hudson Edge Investment Partners Inc.	UNCHANGED	40	40	0	0%	$1.2K	$1.1K	-$67	2026-10-28
Fortitude Family Office, LLC	DECREASED	35	45	-10	-22%	$1.3K	$959	-$349	2026-10-14
Parkside Financial Bank & Trust	UNCHANGED	35	35	0	0%	$1.0K	$962	-$55	2026-10-27
Financial Network Wealth Advisors LLC	NEW	27	—	+27	—	—	$740	—	2026-10-28
Financial Consulate, Inc	UNCHANGED	22	22	0	0%	$640	$604	-$36	2026-10-23
Larson Financial Group LLC	NEW	20	—	+20	—	—	$548	—	2026-11-05
Hantz Financial Services, Inc.	UNCHANGED	18	18	0	0%	$1	$0	-$1	2026-11-09
Ascentis Wealth Management, LLC	NEW	13	—	+13	—	—	$356	—	2026-11-03
Asset Dedication, LLC	UNCHANGED	12	12	0	0%	$349	$329	-$20	2026-11-03
Clearstead Advisors, LLC	DECREASED	11	3,676	-3,665	-100%	$106.9K	$302	-$106.6K	2026-11-06
Fifth Third Bancorp	DECREASED	11	22	-11	-50%	$640	$302	-$338	2026-11-05
Covestor Ltd	DECREASED	11	18	-7	-39%	$1	$0	-$1	2026-10-30
WPG Advisers, LLC	UNCHANGED	5	5	0	0%	$145	$137	-$8	2026-10-27
SBI Securities Co., Ltd.	NEW	1	—	+1	—	—	$27	—	2026-10-22
North Star Investment Management Corp.	UNCHANGED	1	1	0	0%	$29	$27	-$2	2026-10-27
Counterpoint Mutual Funds LLC	CLOSED	0	14,051	-14,051	-100%	$408.5K	$0	-$408.5K	2026-10-16
Wellington Shields Capital Management, LLC	CLOSED	0	11,800	-11,800	-100%	$343.0K	$0	-$343.0K	2026-11-03
Brighton Jones LLC	CLOSED	0	7,440	-7,440	-100%	$216.3K	$0	-$216.3K	2026-11-03
Optivise Advisory Services LLC	CLOSED	0	6,905	-6,905	-100%	$200.7K	$0	-$200.7K	2026-10-19
S.A. Mason LLC	CLOSED	0	3,500	-3,500	-100%	$101.7K	$0	-$101.7K	2026-10-13
State of Wyoming	CLOSED	0	2,981	-2,981	-100%	$86.7K	$0	-$86.7K	2026-10-28
Simplex Trading, LLC	CLOSED	0	1,734	-1,734	-100%	$50.4K	$0	-$50.4K	2026-11-04
Wealth Enhancement Trust Services, Inc.	CLOSED	0	119	-119	-100%	$3.5K	$0	-$3.5K	2026-10-07
Clearstead Trust, LLC	CLOSED	0	33	-33	-100%	$960	$0	-$960	2026-11-06
Physician Wealth Advisors, Inc.	CLOSED	0	14	-14	-100%	$407	$0	-$407	2026-10-20
Quent Capital, LLC	CLOSED	0	7	-7	-100%	$203	$0	-$203	2026-11-09
Bell Investment Advisors, Inc	CLOSED	0	5	-5	-100%	$146	$0	-$146	2026-10-29
Activest Wealth Management	CLOSED	0	0	0	—	$0	$0	$0	2026-10-15
BlackRock, Inc.	N/A	—	1,883,032	-1,883,032	-100%	$54.7M	—	—	—
AQR Capital Management LLC	N/A	—	1,322,587	-1,322,587	-100%	$37.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	993,527	-993,527	-100%	$28.9M	—	—	—
Bank of America Corp	N/A	—	954,568	-954,568	-100%	$27.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	824,267	-824,267	-100%	$24.0M	—	—	—
Wellington Management Group LLP	N/A	—	824,238	-824,238	-100%	$24.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	802,085	-802,085	-100%	$23.3M	—	—	—
Millennium Management LLC	N/A	—	779,831	-779,831	-100%	$22.7M	—	—	—
Ameriprise Financial Inc	N/A	—	678,837	-678,837	-100%	$19.7M	—	—	—
CastleKnight Management LP	N/A	—	569,900	-569,900	-100%	$16.6M	—	—	—
State Street Corp	N/A	—	526,239	-526,239	-100%	$15.3M	—	—	—
Paradigm Capital Management Inc	N/A	—	488,000	-488,000	-100%	$14.2M	—	—	—
Rwwm, Inc.	N/A	—	474,611	-474,611	-100%	$13.8M	—	—	—
American Century Companies Inc	N/A	—	461,325	-461,325	-100%	$13.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	378,663	-378,663	-100%	$11.0M	—	—	—
Woodline Partners LP	N/A	—	367,060	-367,060	-100%	$10.7M	—	—	—
Federated Hermes, Inc.	N/A	—	358,224	-358,224	-100%	$10.4M	—	—	—
Invenomic Capital Management LP	N/A	—	357,451	-357,451	-100%	$10.4M	—	—	—
Earnest Partners LLC	N/A	—	338,312	-338,312	-100%	$9.8M	—	—	—
Morgan Stanley	N/A	—	325,752	-325,752	-100%	$9.5M	—	—	—
HSBC Holdings PLC	N/A	—	297,763	-297,763	-100%	$8.5M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	282,065	-282,065	-100%	$8.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	263,128	-263,128	-100%	$7.6M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	213,294	-213,294	-100%	$6.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	211,949	-211,949	-100%	$6.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	207,731	-207,731	-100%	$6.0M	—	—	—
Renaissance Technologies LLC	N/A	—	204,810	-204,810	-100%	$6.0M	—	—	—
Northern Trust Corp	N/A	—	200,555	-200,555	-100%	$5.8M	—	—	—
Wells Fargo & Company	N/A	—	195,808	-195,808	-100%	$5.7M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	179,500	-179,500	-100%	$5.2M	—	—	—
Pacer Advisors, Inc.	N/A	—	156,976	-156,976	-100%	$4.6K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	155,205	-155,205	-100%	$4.5M	—	—	—
Trexquant Investment LP	N/A	—	154,189	-154,189	-100%	$4.5M	—	—	—
Panagora Asset Management Inc	N/A	—	147,072	-147,072	-100%	$4.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	118,432	-118,432	-100%	$3.4M	—	—	—
UBS Group AG	N/A	—	115,972	-115,972	-100%	$3.4M	—	—	—
Invesco Ltd.	N/A	—	111,966	-111,966	-100%	$3.3M	—	—	—
IEQ Capital, LLC	N/A	—	111,437	-111,437	-100%	$3.2M	—	—	—
GSA Capital Partners LLP	N/A	—	110,865	-110,865	-100%	$3.2K	—	—	—
Jump Financial, LLC	N/A	—	106,204	-106,204	-100%	$3.1M	—	—	—
Franklin Resources Inc	N/A	—	86,544	-86,544	-100%	$2.5M	—	—	—
Pinnacle Holdings, LLC	N/A	—	80,606	-80,606	-100%	$2.3M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	78,189	-78,189	-100%	$2.3M	—	—	—
FMR LLC	N/A	—	73,420	-73,420	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	68,583	-68,583	-100%	$2.0M	—	—	—
Engineers Gate Manager LP	N/A	—	65,737	-65,737	-100%	$1.9M	—	—	—
Quantinno Capital Management LP	N/A	—	64,300	-64,300	-100%	$1.9M	—	—	—
Cerity Partners LLC	N/A	—	63,015	-63,015	-100%	$1.8M	—	—	—
Mariner, LLC	N/A	—	58,314	-58,314	-100%	$1.7M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	58,013	-58,013	-100%	$1.7M	—	—	—
Empowered Funds, LLC	N/A	—	58,005	-58,005	-100%	$1.7M	—	—	—
Quinn Opportunity Partners LLC	N/A	—	57,413	-57,413	-100%	$1.7M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	56,727	-56,727	-100%	$1.6M	—	—	—
Nomura Holdings Inc	N/A	—	51,893	-51,893	-100%	$1.5M	—	—	—
Nuveen, LLC	N/A	—	50,885	-50,885	-100%	$1.5M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	50,212	-50,212	-100%	$1.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	46,555	-46,555	-100%	$1.4K	—	—	—
JPMorgan Chase & Co	N/A	—	45,464	-45,464	-100%	$1.3M	—	—	—
Two Sigma Investments, LP	N/A	—	42,237	-42,237	-100%	$1.2M	—	—	—
Mork Capital Management, LLC	N/A	—	40,000	-40,000	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	38,162	-38,162	-100%	$1.1M	—	—	—
Jain Global LLC	N/A	—	34,970	-34,970	-100%	$1.0M	—	—	—
Rhumbline Advisers	N/A	—	31,556	-31,556	-100%	$917.3K	—	—	—
Victory Capital Management Inc	N/A	—	31,477	-31,477	-100%	$915.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	30,408	-30,408	-100%	$884.0K	—	—	—
Numerai GP LLC	N/A	—	29,581	-29,581	-100%	$859.9K	—	—	—
Alliancebernstein L.P.	N/A	—	25,846	-25,846	-100%	$372.7K	—	—	—
Boothbay Fund Management, LLC	N/A	—	25,758	-25,758	-100%	$748.8K	—	—	—
Royal Bank of Canada	N/A	—	25,290	-25,290	-100%	$735.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	22,800	-22,800	-100%	$662.8K	—	—	—
Man Group plc	N/A	—	21,543	-21,543	-100%	$626.3K	—	—	—
XTX Topco Ltd	N/A	—	21,222	-21,222	-100%	$616.9K	—	—	—
Empirical Asset Management, LLC	N/A	—	20,740	-20,740	-100%	$602.9K	—	—	—
&partners	N/A	—	20,154	-20,154	-100%	$585.9K	—	—	—
Tudor Investment Corp ET AL	N/A	—	17,744	-17,744	-100%	$515.8K	—	—	—
Walleye Capital LLC	N/A	—	16,927	-16,927	-100%	$492.1K	—	—	—
Canada Pension Plan Investment Board	N/A	—	16,200	-16,200	-100%	$470.9K	—	—	—
Arax Advisory Partners	N/A	—	14,740	-14,740	-100%	$428.5K	—	—	—
Stifel Financial Corp	N/A	—	14,480	-14,480	-100%	$420.9K	—	—	—
Captrust Financial Advisors	N/A	—	13,287	-13,287	-100%	$386.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	13,118	-13,118	-100%	$381.3K	—	—	—
Hancock Whitney Corp	N/A	—	12,429	-12,429	-100%	$361.3K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	12,315	-12,315	-100%	$358.0K	—	—	—
Vident Advisory, LLC	N/A	—	12,304	-12,304	-100%	$357.7K	—	—	—
Focus Partners Wealth	N/A	—	11,024	-11,024	-100%	$320.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	10,767	-10,767	-100%	$313.0K	—	—	—
Massachusetts Financial Services Co	N/A	—	10,407	-10,407	-100%	$302.5K	—	—	—
Group One Trading LLC	N/A	—	9,796	-9,796	-100%	$284.8K	—	—	—
Legal & General Group Plc	N/A	—	9,705	-9,705	-100%	$282.1K	—	—	—
Quantbot Technologies LP	N/A	—	9,578	-9,578	-100%	$278.4K	—	—	—
SEI Investments Co	N/A	—	9,508	-9,508	-100%	$276.5K	—	—	—
Raymond James Financial Inc	N/A	—	8,551	-8,551	-100%	$248.6K	—	—	—
Pallas Capital Advisors LLC	N/A	—	8,516	-8,516	-100%	$247.6K	—	—	—
Winton Group Ltd	N/A	—	8,500	-8,500	-100%	$247.1K	—	—	—
AE Wealth Management LLC	N/A	—	8,490	-8,490	-100%	$246.8K	—	—	—
Caprock Group, LLC	N/A	—	8,184	-8,184	-100%	$237.9K	—	—	—
Capstone Financial Advisors, Inc.	N/A	—	8,000	-8,000	-100%	$232.6K	—	—	—
Virtu Financial LLC	N/A	—	7,403	-7,403	-100%	$215	—	—	—
Caerus Investment Advisors, LLC	N/A	—	7,383	-7,383	-100%	$214.6K	—	—	—
New York State Common Retirement Fund	N/A	—	7,201	-7,201	-100%	$209.3K	—	—	—
Blueshift Asset Management, LLC	N/A	—	6,913	-6,913	-100%	$201.0K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	6,879	-6,879	-100%	$200.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,869	-3,869	-100%	$112.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,411	-3,411	-100%	$99.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,007	-3,007	-100%	$87.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,662	-2,662	-100%	$77	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,914	-1,914	-100%	$55.6K	—	—	—
Optiver Holding B.V.	N/A	—	1,107	-1,107	-100%	$32.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,104	-1,104	-100%	$32.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,051	-1,051	-100%	$30.6K	—	—	—
Meeder Asset Management Inc	N/A	—	1,010	-1,010	-100%	$29.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,000	-1,000	-100%	$29.1K	—	—	—
Nomura Asset Management Co LTD	N/A	—	1,000	-1,000	-100%	$29.1K	—	—	—
Rothschild Investment LLC	N/A	—	805	-805	-100%	$23.4K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	400	-400	-100%	$11.6K	—	—	—
California State Teachers Retirement System	N/A	—	321	-321	-100%	$9.3K	—	—	—
BFC Planning, Inc.	N/A	—	210	-210	-100%	$6.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	210	-210	-100%	$6.1K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	127	-127	-100%	$3.7K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	106	-106	-100%	$3.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	76	-76	-100%	$2.2K	—	—	—
Sittner & Nelson, LLC	N/A	—	40	-40	-100%	$1.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	20	-20	-100%	$581	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	19	-19	-100%	$552	—	—	—
JPL Wealth Management, LLC	N/A	—	17	-17	-100%	$495	—	—	—
Ameritas Advisory Services, LLC	N/A	—	7	-7	-100%	$203	—	—	—
Global Retirement Partners, LLC	N/A	—	6	-6	-100%	$174	—	—	—
Smartleaf Asset Management LLC	N/A	—	4	-4	-100%	$115	—	—	—
Freestone Grove Partners LP	N/A	—	3	-3	-100%	$87	—	—	—
Raffa Wealth Management, LLC	N/A	—	2	-2	-100%	$58	—	—	—
Glen Eagle Advisors, LLC	N/A	—	2	-2	-100%	$58	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 213 of 213 institutions