White Mtns INS Group LTD (WTM)

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

Shares160,597 from 158,954

Change+1,643 (+1%)

Value$322.2M (-$7.3M)

Filed 2026-11-04

Cooke & Bieler LP

INCREASED

Shares87,203 from 85,120

Change+2,083 (+2%)

Value$175.0M (-$1.5M)

Filed 2026-10-21

Reinhart Partners, Llc.

DECREASED

Shares43,959 from 44,480

Change-521 (-1%)

Value$88.2M (-$4.1M)

Filed 2026-10-09

Geode Capital Management, LLC

DECREASED

Shares39,388 from 49,412

Change-10,024 (-20%)

Value$79.1M (-$23.4M)

Filed 2026-11-06

Mraz, Amerine & Associates, Inc.

DECREASED

Shares22,147 from 22,218

Change-71 (0%)

Value$44.4M (-$1.6M)

Filed 2026-10-30

Allspring Global Investments Holdings, LLC

INCREASED

Shares20,229 from 18,116

Change+2,113 (+12%)

Value$40.7M (+$3.3M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares7,468 from 8,412

Change-944 (-11%)

Value$15.0M (-$2.5M)

Filed 2026-11-05

Thompson Siegel & Walmsley LLC

DECREASED

Shares7,224 from 7,656

Change-432 (-6%)

Value$14.5K (-$1.4K)

Filed 2026-11-05

Royce & Associates LP

INCREASED

Shares6,843 from 6,781

Change+62 (+1%)

Value$13.7M (-$329.2K)

Filed 2026-11-09

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares5,193 from 5,193

Change0 (0%)

Value$10.4M (-$347.4K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares4,108 from 3,861

Change+247 (+6%)

Value$8.2M (+$237.3K)

Filed 2026-11-02

LEE Danner & Bass Inc

UNCHANGED

Shares3,253 from 3,253

Change0 (0%)

Value$6.5M (-$217.6K)

Filed 2026-10-27

Edgestream Partners, L.P.

DECREASED

Shares3,092 from 6,578

Change-3,486 (-53%)

Value$6.2M (-$7.4M)

Filed 2026-11-10

Triad Investment Management

DECREASED

Shares2,416 from 2,471

Change-55 (-2%)

Value$4.8M (-$275.7K)

Filed 2026-10-13

Regency Capital Management Inc.\DE

INCREASED

Shares2,186 from 2,146

Change+40 (+2%)

Value$4.4M (-$63.3K)

Filed 2026-11-09

Robeco Institutional Asset Management B.V.

DECREASED

Shares2,173 from 2,184

Change-11 (0%)

Value$4.4M (-$168.2K)

Filed 2026-10-20

Davenport & Co LLC

DECREASED

Shares2,097 from 2,123

Change-26 (-1%)

Value$4.2M (-$194.2K)

Filed 2026-10-14

Parsons Capital Management Inc

DECREASED

Shares1,867 from 1,887

Change-20 (-1%)

Value$3.7M (-$166.4K)

Filed 2026-10-28

Oppenheimer Asset Management Inc.

INCREASED

Shares1,475 from 1,356

Change+119 (+9%)

Value$3.0M (+$148.1K)

Filed 2026-10-27

AGF Management LTD

DECREASED

Shares1,434 from 1,696

Change-262 (-15%)

Value$2.9M (-$639.2K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares1,415 from 1,318

Change+97 (+7%)

Value$2.8M (+$106.4K)

Filed 2026-11-06

HighTower Advisors, LLC

INCREASED

Shares1,328 from 1,316

Change+12 (+1%)

Value$2.7M (-$64.0K)

Filed 2026-11-10

Leuthold Group, LLC

INCREASED

Shares1,251 from 1,104

Change+147 (+13%)

Value$2.5M (+$221.1K)

Filed 2026-11-04

Citigroup Inc

INCREASED

Shares1,233 from 483

Change+750 (+155%)

Value$2.5M (+$1.5M)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

INCREASED

Shares1,212 from 1,079

Change+133 (+12%)

Value$2.4K (+$195)

Filed 2026-10-22

1834 Investment Advisors Co

UNCHANGED

Shares1,176 from 1,176

Change0 (0%)

Value$2.4M (-$78.7K)

Filed 2026-10-16

Pecaut & Co.

UNCHANGED

Shares1,142 from 1,142

Change0 (0%)

Value$2.3M (-$76.4K)

Filed 2026-10-27

Midwest Professional Planners, Ltd.

DECREASED

Shares1,115 from 1,164

Change-49 (-4%)

Value$2.2M (-$176.2K)

Filed 2026-10-29

Autumn Glory Partners, LLC

UNCHANGED

Shares1,080 from 1,080

Change0 (0%)

Value$2.2M (-$72.3K)

Filed 2026-10-26

Ethic Inc.

INCREASED

Shares1,065 from 860

Change+205 (+24%)

Value$2.1M (+$353.8K)

Filed 2026-11-03

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares1,065 from 1,112

Change-47 (-4%)

Value$2.1M (-$168.7K)

Filed 2026-11-09

AlphaCore Capital LLC

NEW

Shares1,029

Change+1,029

Value$2.1M

Filed 2026-11-04

Diversified Management Inc

NEW

Shares1,021

Change+1,021

Value$2.0M

Filed 2026-10-08

Virginia Retirement Systems ET Al

INCREASED

Shares990 from 160

Change+830 (+519%)

Value$2.0M (+$1.7M)

Filed 2026-10-28

Barclays PLC

INCREASED

Shares881 from 583

Change+298 (+51%)

Value$1.8M (+$558.9K)

Filed 2026-11-06

State of New Jersey Common Pension Fund D

DECREASED

Shares863 from 914

Change-51 (-6%)

Value$1.7M (-$163.5K)

Filed 2026-11-05

Private Management Group Inc

DECREASED

Shares790 from 806

Change-16 (-2%)

Value$1.6M (-$86.0K)

Filed 2026-11-04

Teachers Retirement System of the State of Kentucky

INCREASED

Shares783 from 767

Change+16 (+2%)

Value$1.6K (-$19)

Filed 2026-11-10

Nisa Investment Advisors, LLC

INCREASED

Shares770 from 754

Change+16 (+2%)

Value$1.5M (-$18.3K)

Filed 2026-10-20

Farther Finance Advisors, LLC

UNCHANGED

Shares723 from 723

Change0 (0%)

Value$1.5M (-$49.1K)

Filed 2026-10-08

Achmea Investment Management B.V.

NEW

Shares716

Change+716

Value$1.4M

Filed 2026-10-30

Truist Financial Corp

UNCHANGED

Shares716 from 716

Change0 (0%)

Value$1.4M (-$47.9K)

Filed 2026-10-30

Squarepoint Ops LLC

DECREASED

Shares693 from 905

Change-212 (-23%)

Value$1.4M (-$485.9K)

Filed 2026-11-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares692 from 289

Change+403 (+139%)

Value$1.2M (+$591.1K)

Filed 2026-10-13

Arizona State Retirement System

INCREASED

Shares679 from 664

Change+15 (+2%)

Value$1.4M (-$14.3K)

Filed 2026-11-03

ABN Amro Investment Solutions

NEW

Shares665

Change+665

Value$1.3M

Filed 2026-10-21

Handelsbanken Fonder AB

DECREASED

Shares657 from 880

Change-223 (-25%)

Value$1.3K (-$507)

Filed 2026-11-09

Bank of Montreal

INCREASED

Shares648 from 481

Change+167 (+35%)

Value$1.3M (+$302.9K)

Filed 2026-11-09

Avior Wealth Management, LLC

UNCHANGED

Shares619 from 619

Change0 (0%)

Value$1.2M (-$41.4K)

Filed 2026-10-13

Russell Investments Group, Ltd.

DECREASED

Shares613 from 2,369

Change-1,756 (-74%)

Value$1.2M (-$3.7M)

Filed 2026-11-06

Park Avenue Securities LLC

DECREASED

Shares600 from 674

Change-74 (-11%)

Value$1.2K (-$193)

Filed 2026-10-26

Chicago Partners Investment Group LLC

INCREASED

Shares592 from 523

Change+69 (+13%)

Value$1.3M (+$178.8K)

Filed 2026-10-27

Deutsche Bank Ag\

INCREASED

Shares546 from 427

Change+119 (+28%)

Value$1.1M (+$210.2K)

Filed 2026-11-06

B.O.S.S. Retirement Advisors, LLC

UNCHANGED

Shares533 from 533

Change0 (0%)

Value$1.1M (-$35.7K)

Filed 2026-10-26

Lexington Hill Partners, LLC

UNCHANGED

Shares520 from 520

Change0 (0%)

Value$1.0M (-$34.8K)

Filed 2026-10-13

Regions Financial Corp

UNCHANGED

Shares517 from 517

Change0 (0%)

Value$1.0M (-$34.6K)

Filed 2026-11-05

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

NEW

Shares502

Change+502

Value$1.0M

Filed 2026-10-27

Sendero Wealth Management, LLC

UNCHANGED

Shares481 from 481

Change0 (0%)

Value$965.1K (-$32.2K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

DECREASED

Shares466 from 482

Change-16 (-3%)

Value$935.0K (-$64.4K)

Filed 2026-11-06

Legacy Advisors, LLC

UNCHANGED

Shares448 from 448

Change0 (0%)

Value$898.9K (-$30.0K)

Filed 2026-10-19

Amundi

UNCHANGED

Shares425 from 425

Change0 (0%)

Value$852.8K (-$28.4K)

Filed 2026-11-06

Pictet Asset Management Holding SA

INCREASED

Shares410 from 380

Change+30 (+8%)

Value$822.7K (+$34.8K)

Filed 2026-11-03

MPS Loria Financial Planners, LLC

UNCHANGED

Shares383 from 383

Change0 (0%)

Value$768.5K (-$25.6K)

Filed 2026-10-14

US Bancorp \de\

INCREASED

Shares365 from 354

Change+11 (+3%)

Value$732.4K (-$1.6K)

Filed 2026-11-05

Atria Investments, Inc

INCREASED

Shares357 from 349

Change+8 (+2%)

Value$716.6K (-$7.3K)

Filed 2026-10-15

Bryant Woods Investment Advisors, LLC

UNCHANGED

Shares340 from 340

Change0 (0%)

Value$682.2K (-$22.7K)

Filed 2026-10-26

American Capital Advisory, LLC

UNCHANGED

Shares338 from 338

Change0 (0%)

Value$678.2K (-$22.6K)

Filed 2026-10-28

Legacy Wealth Asset Management, LLC

UNCHANGED

Shares329 from 329

Change0 (0%)

Value$660.1K (-$22.0K)

Filed 2026-10-09

Lummis Asset Management, LP

UNCHANGED

Shares325 from 325

Change0 (0%)

Value$737.7K (+$49.2K)

Filed 2026-11-09

Choreo, LLC

INCREASED

Shares300 from 294

Change+6 (+2%)

Value$601.9K (-$7.6K)

Filed 2026-10-28

Gamma Investing LLC

INCREASED

Shares289 from 249

Change+40 (+16%)

Value$579.9K (+$63.6K)

Filed 2026-10-08

Parkway Wealth Management Group, LLC

NEW

Shares282

Change+282

Value$565.8K

Filed 2026-10-20

Summit Wealth Group LLC / Co

NEW

Shares282

Change+282

Value$565.8K

Filed 2026-10-29

Essex Bank

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$551.8K (-$18.4K)

Filed 2026-10-16

Savant Capital, LLC

DECREASED

Shares265 from 387

Change-122 (-32%)

Value$531.7K (-$294.6K)

Filed 2026-11-06

Equitable Trust Co

UNCHANGED

Shares242 from 242

Change0 (0%)

Value$485.6K (-$16.2K)

Filed 2026-10-13

Shotwell Rutter Baer Inc

UNCHANGED

Shares231 from 231

Change0 (0%)

Value$463.5K (-$15.5K)

Filed 2026-10-14

Annis Gardner Whiting Capital Advisors, LLC

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$457.5K (-$15.3K)

Filed 2026-11-09

Wedbush Securities Inc

UNCHANGED

Shares226 from 226

Change0 (0%)

Value$453 (-$16)

Filed 2026-10-22

Wilmington Savings Fund Society, FSB

INCREASED

Shares210 from 187

Change+23 (+12%)

Value$421.4K (+$33.6K)

Filed 2026-10-23

Sage Investment Counsel LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$401.3K (-$13.4K)

Filed 2026-10-26

Folger Nolan Fleming Douglas Capital Management, Inc

UNCHANGED

Shares199 from 199

Change0 (0%)

Value$399.3K (-$13.3K)

Filed 2026-10-13

MGO One Seven LLC

UNCHANGED

Shares193 from 193

Change0 (0%)

Value$386.9K (-$13.3K)

Filed 2026-10-28

Brown Miller Wealth Management, LLC

DECREASED

Shares190 from 298

Change-108 (-36%)

Value$381.2K (-$237.6K)

Filed 2026-11-02

Frank, Rimerman Advisors LLC

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$355.1K (-$11.8K)

Filed 2026-10-16

Swiss Life Asset Management Ltd

INCREASED

Shares175 from 172

Change+3 (+2%)

Value$351.1K (-$5.5K)

Filed 2026-11-03

Xponance LLC

DECREASED

Shares170 from 172

Change-2 (-1%)

Value$341.1K (-$15.5K)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares166 from 142

Change+24 (+17%)

Value$333.6K (+$39.0K)

Filed 2026-11-02

Sagespring Wealth Partners, LLC

NEW

Shares165

Change+165

Value$330.4K

Filed 2026-10-22

Evergreen Capital Management LLC

INCREASED

Shares162 from 150

Change+12 (+8%)

Value$325.1K (+$14.0K)

Filed 2026-10-23

HB Wealth Management, LLC

INCREASED

Shares158 from 149

Change+9 (+6%)

Value$303.0K (-$5.9K)

Filed 2026-10-23

Riverwater Partners LLC

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$317.0K (-$10.6K)

Filed 2026-11-03

Amalgamated Bank

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$289 (-$10)

Filed 2026-10-23

Chapman Investment Management, LLC

NEW

Shares143

Change+143

Value$286.9K

Filed 2026-11-03

HUB Investment Partners, LLC

DECREASED

Shares141 from 170

Change-29 (-17%)

Value$282.9K (-$69.6K)

Filed 2026-11-03

Merit Financial Group, LLC

INCREASED

Shares138 from 123

Change+15 (+12%)

Value$276.9K (+$21.9K)

Filed 2026-11-06

Crestwood Advisors Group, LLC

NEW

Shares134

Change+134

Value$268.9K

Filed 2026-10-27

Pinnacle Associates LTD

INCREASED

Shares130 from 129

Change+1 (+1%)

Value$260.8K (-$6.6K)

Filed 2026-10-20

Quadrant Capital Group LLC

DECREASED

Shares128 from 129

Change-1 (-1%)

Value$267.9K (+$454)

Filed 2026-10-20

Columbia Asset Management

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$250.8K (-$8.4K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares120 from 281

Change-161 (-57%)

Value$240.8K (-$342.1K)

Filed 2026-11-02

Perigon Wealth Management, LLC

INCREASED

Shares116 from 110

Change+6 (+5%)

Value$232.8K (+$4.7K)

Filed 2026-10-22

Eagle Bay Advisors LLC

INCREASED

Shares115 from 109

Change+6 (+6%)

Value$230.7K (+$4.7K)

Filed 2026-10-16

Gibbs Wealth Management

NEW

Shares110

Change+110

Value$220.7K

Filed 2026-10-22

Great Lakes Advisors, LLC

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$220.7K (-$7.4K)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares100 from 67

Change+33 (+49%)

Value$200.6K (+$61.7K)

Filed 2026-10-23

Ackerman Asset Management, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$200.6K (-$6.7K)

Filed 2026-11-09

Baldwin Wealth Partners LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$200.6K (-$6.7K)

Filed 2026-10-13

Chicago Trust Co NA

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$200.6K (-$6.7K)

Filed 2026-10-28

Citadel Investment Advisory, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$200.0K (+$199.8K)

Filed 2026-10-15

Eastern Bank

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$200.6K (-$6.7K)

Filed 2026-10-05

NovaPoint Capital, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$200.6K (-$6.7K)

Filed 2026-10-22

NorthCrest Asset Manangement, LLC

NEW

Shares99

Change+99

Value$203.9K

Filed 2026-10-13

Strs Ohio

INCREASED

Shares91 from 80

Change+11 (+14%)

Value$182.6K (+$16.7K)

Filed 2026-10-30

State of Wyoming

NEW

Shares89

Change+89

Value$178.6K

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares76 from 14

Change+62 (+443%)

Value$152.5K (+$123.5K)

Filed 2026-11-05

KBC Group NV

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$144 (-$5)

Filed 2026-10-22

Sterling Capital Management LLC

DECREASED

Shares70 from 72

Change-2 (-3%)

Value$140.5K (-$8.8K)

Filed 2026-10-22

Blue Trust, Inc.

INCREASED

Shares65 from 62

Change+3 (+5%)

Value$130.4K (+$1.9K)

Filed 2026-10-15

Smithfield Trust Co

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$128 (-$4)

Filed 2026-11-09

Bessemer Group Inc

INCREASED

Shares59 from 19

Change+40 (+211%)

Value$118 (+$79)

Filed 2026-11-09

Steph & Co

DECREASED

Shares56 from 58

Change-2 (-3%)

Value$112.4K (-$7.9K)

Filed 2026-10-07

Covestor Ltd

DECREASED

Shares54 from 58

Change-4 (-7%)

Value$110 (-$11)

Filed 2026-10-30

Bayforest Capital Ltd

NEW

Shares51

Change+51

Value$102.3K

Filed 2026-11-03

Parallel Advisors, LLC

DECREASED

Shares49 from 54

Change-5 (-9%)

Value$98.3K (-$13.6K)

Filed 2026-11-03

Quent Capital, LLC

INCREASED

Shares47 from 41

Change+6 (+15%)

Value$106.5K (+$21.5K)

Filed 2026-11-09

Allworth Financial LP

INCREASED

Shares46 from 45

Change+1 (+2%)

Value$95.4K (+$2.1K)

Filed 2026-11-06

Valley National Advisers Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$80.3K (-$2.7K)

Filed 2026-10-23

Davis Capital Management

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$74.2K (-$2.5K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares35 from 24

Change+11 (+46%)

Value$70.2K (+$20.5K)

Filed 2026-10-02

WPG Advisers, LLC

DECREASED

Shares23 from 25

Change-2 (-8%)

Value$46.1K (-$5.7K)

Filed 2026-10-27

Fortitude Family Office, LLC

INCREASED

Shares21 from 20

Change+1 (+5%)

Value$42.1K (+$668)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

DECREASED

Shares20 from 23

Change-3 (-13%)

Value$40.1K (-$7.6K)

Filed 2026-10-29

Fifth Third Bancorp

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$40.1K (-$1.3K)

Filed 2026-11-05

Reyes Financial Architecture, Inc.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$40.1K (-$1.3K)

Filed 2026-10-22

Farmers & Merchants Investments Inc

NEW

Shares17

Change+17

Value$34.1K

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares15 from 13

Change+2 (+15%)

Value$30.1K (+$3.1K)

Filed 2026-10-26

Gables Capital Management Inc.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$30.1K (-$1.0K)

Filed 2026-11-04

Capital Advisors, Ltd. LLC

INCREASED

Shares14 from 12

Change+2 (+17%)

Value$28 (+$3)

Filed 2026-10-27

Private Trust Co NA

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$28.1K (-$936)

Filed 2026-10-20

First Command Advisory Services, Inc.

NEW

Shares13

Change+13

Value$26.1K

Filed 2026-11-05

TD Private Client Wealth LLC

DECREASED

Shares11 from 12

Change-1 (-8%)

Value$22.1K (-$2.8K)

Filed 2026-10-28

Bfsg, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$18.1K (-$602)

Filed 2026-10-30

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$18.1K (-$603)

Filed 2026-11-05

Bell Investment Advisors, Inc

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$16.1K (-$536)

Filed 2026-10-29

Signature Equity Partners, LLC

INCREASED

Shares7 from 3

Change+4 (+133%)

Value$14.0K (+$7.8K)

Filed 2026-10-29

Mather Group, Llc.

INCREASED

Shares7 from 5

Change+2 (+40%)

Value$14.0K (+$3.7K)

Filed 2026-10-14

1620 Investment Advisors, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$12.0K (-$401)

Filed 2026-11-04

Central Trust Co

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$12.0K (-$402)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$12.0K (-$402)

Filed 2026-11-03

Clearstead Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$10.0K (-$334)

Filed 2026-11-06

Pension & Wealth Management Advisors, Inc.

NEW

Shares4

Change+4

Value$8.0K

Filed 2026-10-16

Elevation Wealth Partners, LLC

INCREASED

Shares4 from 1

Change+3 (+300%)

Value$8.0K (+$6.0K)

Filed 2026-10-07

Assetmark, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$8.0K (-$268)

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$8.0K (-$268)

Filed 2026-10-27

Zions Bancorporation, National Association

NEW

Shares3

Change+3

Value$6.0K

Filed 2026-11-06

True Wealth Design, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$6.0K (+$3.9K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$6.0K (-$201)

Filed 2026-11-04

Trust Co of Vermont

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$6.0K (-$201)

Filed 2026-10-21

MV Capital Management, Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$6.0K (-$201)

Filed 2026-10-29

IFP Advisors, Inc

NEW

Shares2

Change+2

Value$4.0K

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares2

Change+2

Value$4.0K

Filed 2026-10-21

Creative Capital Management Investments LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$4.0K (+$1.9K)

Filed 2026-10-28

Hughes Financial Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$4.5K (+$344)

Filed 2026-10-30

Marquette Asset Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$4.0K (-$134)

Filed 2026-10-09

Private Wealth Management Group, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$4.0K (-$134)

Filed 2026-10-19

Financial Consulate, Inc

NEW

Shares1

Change+1

Value$2.0K

Filed 2026-10-23

Elyxium Wealth, LLC

NEW

Shares1

Change+1

Value$2.0K

Filed 2026-10-27

Geneos Wealth Management Inc.

NEW

Shares1

Change+1

Value$2.0K

Filed 2026-11-09

GoalVest Advisory LLC

NEW

Shares1

Change+1

Value$2.0K

Filed 2026-10-02

Ascentis Wealth Management, LLC

NEW

Shares1

Change+1

Value$2.0K

Filed 2026-11-03

Burk Holdings LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$2.0K (-$67)

Filed 2026-11-05

Financial Network Wealth Advisors LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$2.0K (-$67)

Filed 2026-10-28

Phocas Financial Corp.

CLOSED

Shares0 from 4,078

Change-4,078 (-100%)

Value$0 (-$8.5M)

Filed 2026-11-09

Elevation Point Wealth Partners, LLC

CLOSED

Shares0 from 294

Change-294 (-100%)

Value$0 (-$609.6K)

Filed 2026-11-05

Ritholtz Wealth Management

CLOSED

Shares0 from 126

Change-126 (-100%)

Value$0 (-$261.3K)

Filed 2026-11-05

State of Alaska, Department of Revenue

CLOSED

Shares0 from 119

Change-119 (-100%)

Value$0 (-$246)

Filed 2026-10-15

Hengehold Capital Management LLC

CLOSED

Shares0 from 111

Change-111 (-100%)

Value$0 (-$230.2K)

Filed 2026-10-16

Vise Technologies, Inc.

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$209.4K)

Filed 2026-10-29

Equity Investment Corp

CLOSED

Shares0 from 99

Change-99 (-100%)

Value$0 (-$205.3K)

Filed 2026-11-04

Miller Global Investments, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$24.9K)

Filed 2026-10-02

SouthState Bank Corp

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$6.2K)

Filed 2026-11-09

Whipplewood Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-20

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-05

Neuberger Berman Group LLC

N/A

Shares— from 119,141

Change-119,141 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 117,871

Change-117,871 (-100%)

Value—

River Road Asset Management, LLC

N/A

Shares— from 115,880

Change-115,880 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 111,969

Change-111,969 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 107,479

Change-107,479 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 101,892

Change-101,892 (-100%)

Value—

Wallace Capital Management Inc.

N/A

Shares— from 80,067

Change-80,067 (-100%)

Value—

Fiduciary Management Inc

N/A

Shares— from 66,550

Change-66,550 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 59,243

Change-59,243 (-100%)

Value—

Boston Partners

N/A

Shares— from 55,569

Change-55,569 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 54,025

Change-54,025 (-100%)

Value—

State Street Corp

N/A

Shares— from 50,257

Change-50,257 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 46,866

Change-46,866 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 34,237

Change-34,237 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 32,829

Change-32,829 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 31,108

Change-31,108 (-100%)

Value—

Norges Bank

N/A

Shares— from 27,956

Change-27,956 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 27,577

Change-27,577 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 25,028

Change-25,028 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 23,505

Change-23,505 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 17,940

Change-17,940 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 17,722

Change-17,722 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 17,226

Change-17,226 (-100%)

Value—

Southeastern Asset Management Inc

N/A

Shares— from 17,104

Change-17,104 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,198

Change-16,198 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 15,319

Change-15,319 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 14,833

Change-14,833 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 14,571

Change-14,571 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 14,532

Change-14,532 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,838

Change-13,838 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 12,624

Change-12,624 (-100%)

Value—

Elkhorn Partners Limited Partnership

N/A

Shares— from 12,320

Change-12,320 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 12,206

Change-12,206 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 12,151

Change-12,151 (-100%)

Value—

Boussard & Gavaudan Gestion SAS

N/A

Shares— from 11,679

Change-11,679 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 10,684

Change-10,684 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 10,604

Change-10,604 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 9,673

Change-9,673 (-100%)

Value—

Speece Thorson Capital Group Inc

N/A

Shares— from 9,215

Change-9,215 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,710

Change-8,710 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 8,108

Change-8,108 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 7,839

Change-7,839 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 7,284

Change-7,284 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,136

Change-7,136 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 6,788

Change-6,788 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,760

Change-6,760 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 6,618

Change-6,618 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 5,450

Change-5,450 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,410

Change-5,410 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 5,248

Change-5,248 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 4,826

Change-4,826 (-100%)

Value—

Winmill & Co. Inc

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 4,178

Change-4,178 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 3,898

Change-3,898 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 3,679

Change-3,679 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 3,497

Change-3,497 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,852

Change-2,852 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 2,761

Change-2,761 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,532

Change-2,532 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 2,392

Change-2,392 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 2,351

Change-2,351 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 2,335

Change-2,335 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,257

Change-2,257 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 1,899

Change-1,899 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 1,868

Change-1,868 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,797

Change-1,797 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,765

Change-1,765 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 1,741

Change-1,741 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 1,644

Change-1,644 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 1,578

Change-1,578 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,553

Change-1,553 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 1,443

Change-1,443 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,237

Change-1,237 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 1,235

Change-1,235 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 1,197

Change-1,197 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,169

Change-1,169 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 1,130

Change-1,130 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 1,123

Change-1,123 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,055

Change-1,055 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 1,026

Change-1,026 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 944

Change-944 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 940

Change-940 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 927

Change-927 (-100%)

Value—

Brave Asset Management Inc

N/A

Shares— from 924

Change-924 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 859

Change-859 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 851

Change-851 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 844

Change-844 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 841

Change-841 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 817

Change-817 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 810

Change-810 (-100%)

Value—

FMR LLC

N/A

Shares— from 786

Change-786 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 721

Change-721 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 701

Change-701 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 687

Change-687 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 652

Change-652 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 645

Change-645 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 635

Change-635 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 622

Change-622 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 617

Change-617 (-100%)

Value—

Worldquant Millennium Advisors LLC

N/A

Shares— from 591

Change-591 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 565

Change-565 (-100%)

Value—

&partners

N/A

Shares— from 551

Change-551 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 512

Change-512 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 495

Change-495 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 476

Change-476 (-100%)

Value—

Parker Investment Management, LLC

N/A

Shares— from 475

Change-475 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 467

Change-467 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 458

Change-458 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 447

Change-447 (-100%)

Value—

Allstate Corp

N/A

Shares— from 433

Change-433 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 433

Change-433 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 394

Change-394 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 389

Change-389 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 387

Change-387 (-100%)

Value—

Klingenstein Fields & Co LP

N/A

Shares— from 380

Change-380 (-100%)

Value—

Storgate, LLC

N/A

Shares— from 370

Change-370 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 363

Change-363 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 361

Change-361 (-100%)

Value—

Roundview Capital LLC

N/A

Shares— from 358

Change-358 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 340

Change-340 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 332

Change-332 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 323

Change-323 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 289

Change-289 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 266

Change-266 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 263

Change-263 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 257

Change-257 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 255

Change-255 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 253

Change-253 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 240

Change-240 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 217

Change-217 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 217

Change-217 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 215

Change-215 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 213

Change-213 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 213

Change-213 (-100%)

Value—

Hudson Value Partners, LLC

N/A

Shares— from 206

Change-206 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 200

Change-200 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 199

Change-199 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 182

Change-182 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 178

Change-178 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 174

Change-174 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 167

Change-167 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 158

Change-158 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 154

Change-154 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 153

Change-153 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 152

Change-152 (-100%)

Value—

Douglass Winthrop Advisors, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

Sagewood Asset Management LP

N/A

Shares— from 142

Change-142 (-100%)

Value—

Utah Retirement Systems

N/A

Shares— from 126

Change-126 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 125

Change-125 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 123

Change-123 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 116

Change-116 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 114

Change-114 (-100%)

Value—

Athena Investment Management

N/A

Shares— from 114

Change-114 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 112

Change-112 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 111

Change-111 (-100%)

Value—

Mission Creek Capital Partners, Inc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 105

Change-105 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 103

Change-103 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 65

Change-65 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 60

Change-60 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 54

Change-54 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 52

Change-52 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 40

Change-40 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 35

Change-35 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 22

Change-22 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 21

Change-21 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 11

Change-11 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 11

Change-11 (-100%)

Value—

CoreFirst Bank & Trust

N/A

Shares— from 9

Change-9 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 6

Change-6 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Quarry LP

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	160,597	158,954	+1,643	+1%	$329.6M	$322.2M	-$7.3M	2026-11-04
Cooke & Bieler LP	INCREASED	87,203	85,120	+2,083	+2%	$176.5M	$175.0M	-$1.5M	2026-10-21
Reinhart Partners, Llc.	DECREASED	43,959	44,480	-521	-1%	$92.3M	$88.2M	-$4.1M	2026-10-09
Geode Capital Management, LLC	DECREASED	39,388	49,412	-10,024	-20%	$102.5M	$79.1M	-$23.4M	2026-11-06
Mraz, Amerine & Associates, Inc.	DECREASED	22,147	22,218	-71	0%	$46.1M	$44.4M	-$1.6M	2026-10-30
Allspring Global Investments Holdings, LLC	INCREASED	20,229	18,116	+2,113	+12%	$37.4M	$40.7M	+$3.3M	2026-11-04
Bank of New York Mellon Corp	DECREASED	7,468	8,412	-944	-11%	$17.4M	$15.0M	-$2.5M	2026-11-05
Thompson Siegel & Walmsley LLC	DECREASED	7,224	7,656	-432	-6%	$15.9K	$14.5K	-$1.4K	2026-11-05
Royce & Associates LP	INCREASED	6,843	6,781	+62	+1%	$14.1M	$13.7M	-$329.2K	2026-11-09
Williams Jones Wealth Management, Llc.	UNCHANGED	5,193	5,193	0	0%	$10.8M	$10.4M	-$347.4K	2026-11-05
Creative Planning	INCREASED	4,108	3,861	+247	+6%	$8.0M	$8.2M	+$237.3K	2026-11-02
LEE Danner & Bass Inc	UNCHANGED	3,253	3,253	0	0%	$6.7M	$6.5M	-$217.6K	2026-10-27
Edgestream Partners, L.P.	DECREASED	3,092	6,578	-3,486	-53%	$13.6M	$6.2M	-$7.4M	2026-11-10
Triad Investment Management	DECREASED	2,416	2,471	-55	-2%	$5.1M	$4.8M	-$275.7K	2026-10-13
Regency Capital Management Inc.\DE	INCREASED	2,186	2,146	+40	+2%	$4.4M	$4.4M	-$63.3K	2026-11-09
Robeco Institutional Asset Management B.V.	DECREASED	2,173	2,184	-11	0%	$4.5M	$4.4M	-$168.2K	2026-10-20
Davenport & Co LLC	DECREASED	2,097	2,123	-26	-1%	$4.4M	$4.2M	-$194.2K	2026-10-14
Parsons Capital Management Inc	DECREASED	1,867	1,887	-20	-1%	$3.9M	$3.7M	-$166.4K	2026-10-28
Oppenheimer Asset Management Inc.	INCREASED	1,475	1,356	+119	+9%	$2.8M	$3.0M	+$148.1K	2026-10-27
AGF Management LTD	DECREASED	1,434	1,696	-262	-15%	$3.5M	$2.9M	-$639.2K	2026-11-03
LPL Financial LLC	INCREASED	1,415	1,318	+97	+7%	$2.7M	$2.8M	+$106.4K	2026-11-06
HighTower Advisors, LLC	INCREASED	1,328	1,316	+12	+1%	$2.7M	$2.7M	-$64.0K	2026-11-10
Leuthold Group, LLC	INCREASED	1,251	1,104	+147	+13%	$2.3M	$2.5M	+$221.1K	2026-11-04
Citigroup Inc	INCREASED	1,233	483	+750	+155%	$1.0M	$2.5M	+$1.5M	2026-11-04
Harbor Capital Advisors, Inc.	INCREASED	1,212	1,079	+133	+12%	$2.2K	$2.4K	+$195	2026-10-22
1834 Investment Advisors Co	UNCHANGED	1,176	1,176	0	0%	$2.4M	$2.4M	-$78.7K	2026-10-16
Pecaut & Co.	UNCHANGED	1,142	1,142	0	0%	$2.4M	$2.3M	-$76.4K	2026-10-27
Midwest Professional Planners, Ltd.	DECREASED	1,115	1,164	-49	-4%	$2.4M	$2.2M	-$176.2K	2026-10-29
Autumn Glory Partners, LLC	UNCHANGED	1,080	1,080	0	0%	$2.2M	$2.2M	-$72.3K	2026-10-26
Ethic Inc.	INCREASED	1,065	860	+205	+24%	$1.8M	$2.1M	+$353.8K	2026-11-03
Police & Firemen's Retirement System of New Jersey	DECREASED	1,065	1,112	-47	-4%	$2.3M	$2.1M	-$168.7K	2026-11-09
AlphaCore Capital LLC	NEW	1,029	—	+1,029	—	—	$2.1M	—	2026-11-04
Diversified Management Inc	NEW	1,021	—	+1,021	—	—	$2.0M	—	2026-10-08
Virginia Retirement Systems ET Al	INCREASED	990	160	+830	+519%	$331.7K	$2.0M	+$1.7M	2026-10-28
Barclays PLC	INCREASED	881	583	+298	+51%	$1.2M	$1.8M	+$558.9K	2026-11-06
State of New Jersey Common Pension Fund D	DECREASED	863	914	-51	-6%	$1.9M	$1.7M	-$163.5K	2026-11-05
Private Management Group Inc	DECREASED	790	806	-16	-2%	$1.7M	$1.6M	-$86.0K	2026-11-04
Teachers Retirement System of the State of Kentucky	INCREASED	783	767	+16	+2%	$1.6K	$1.6K	-$19	2026-11-10
Nisa Investment Advisors, LLC	INCREASED	770	754	+16	+2%	$1.6M	$1.5M	-$18.3K	2026-10-20
Farther Finance Advisors, LLC	UNCHANGED	723	723	0	0%	$1.5M	$1.5M	-$49.1K	2026-10-08
Achmea Investment Management B.V.	NEW	716	—	+716	—	—	$1.4M	—	2026-10-30
Truist Financial Corp	UNCHANGED	716	716	0	0%	$1.5M	$1.4M	-$47.9K	2026-10-30
Squarepoint Ops LLC	DECREASED	693	905	-212	-23%	$1.9M	$1.4M	-$485.9K	2026-11-09
Wealth Enhancement Advisory Services, LLC	INCREASED	692	289	+403	+139%	$630.4K	$1.2M	+$591.1K	2026-10-13
Arizona State Retirement System	INCREASED	679	664	+15	+2%	$1.4M	$1.4M	-$14.3K	2026-11-03
ABN Amro Investment Solutions	NEW	665	—	+665	—	—	$1.3M	—	2026-10-21
Handelsbanken Fonder AB	DECREASED	657	880	-223	-25%	$1.8K	$1.3K	-$507	2026-11-09
Bank of Montreal	INCREASED	648	481	+167	+35%	$997.3K	$1.3M	+$302.9K	2026-11-09
Avior Wealth Management, LLC	UNCHANGED	619	619	0	0%	$1.3M	$1.2M	-$41.4K	2026-10-13
Russell Investments Group, Ltd.	DECREASED	613	2,369	-1,756	-74%	$4.9M	$1.2M	-$3.7M	2026-11-06
Park Avenue Securities LLC	DECREASED	600	674	-74	-11%	$1.4K	$1.2K	-$193	2026-10-26
Chicago Partners Investment Group LLC	INCREASED	592	523	+69	+13%	$1.1M	$1.3M	+$178.8K	2026-10-27
Deutsche Bank Ag\	INCREASED	546	427	+119	+28%	$885.3K	$1.1M	+$210.2K	2026-11-06
B.O.S.S. Retirement Advisors, LLC	UNCHANGED	533	533	0	0%	$1.1M	$1.1M	-$35.7K	2026-10-26
Lexington Hill Partners, LLC	UNCHANGED	520	520	0	0%	$1.1M	$1.0M	-$34.8K	2026-10-13
Regions Financial Corp	UNCHANGED	517	517	0	0%	$1.1M	$1.0M	-$34.6K	2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	502	—	+502	—	—	$1.0M	—	2026-10-27
Sendero Wealth Management, LLC	UNCHANGED	481	481	0	0%	$997.3K	$965.1K	-$32.2K	2026-10-14
PNC Financial Services Group, Inc.	DECREASED	466	482	-16	-3%	$999.4K	$935.0K	-$64.4K	2026-11-06
Legacy Advisors, LLC	UNCHANGED	448	448	0	0%	$928.9K	$898.9K	-$30.0K	2026-10-19
Amundi	UNCHANGED	425	425	0	0%	$881.2K	$852.8K	-$28.4K	2026-11-06
Pictet Asset Management Holding SA	INCREASED	410	380	+30	+8%	$787.9K	$822.7K	+$34.8K	2026-11-03
MPS Loria Financial Planners, LLC	UNCHANGED	383	383	0	0%	$794.1K	$768.5K	-$25.6K	2026-10-14
US Bancorp \de\	INCREASED	365	354	+11	+3%	$734.0K	$732.4K	-$1.6K	2026-11-05
Atria Investments, Inc	INCREASED	357	349	+8	+2%	$723.9K	$716.6K	-$7.3K	2026-10-15
Bryant Woods Investment Advisors, LLC	UNCHANGED	340	340	0	0%	$705.0K	$682.2K	-$22.7K	2026-10-26
American Capital Advisory, LLC	UNCHANGED	338	338	0	0%	$700.8K	$678.2K	-$22.6K	2026-10-28
Legacy Wealth Asset Management, LLC	UNCHANGED	329	329	0	0%	$682.1K	$660.1K	-$22.0K	2026-10-09
Lummis Asset Management, LP	UNCHANGED	325	325	0	0%	$688.5K	$737.7K	+$49.2K	2026-11-09
Choreo, LLC	INCREASED	300	294	+6	+2%	$609.6K	$601.9K	-$7.6K	2026-10-28
Gamma Investing LLC	INCREASED	289	249	+40	+16%	$516.3K	$579.9K	+$63.6K	2026-10-08
Parkway Wealth Management Group, LLC	NEW	282	—	+282	—	—	$565.8K	—	2026-10-20
Summit Wealth Group LLC / Co	NEW	282	—	+282	—	—	$565.8K	—	2026-10-29
Essex Bank	UNCHANGED	275	275	0	0%	$570.2K	$551.8K	-$18.4K	2026-10-16
Savant Capital, LLC	DECREASED	265	387	-122	-32%	$826.3K	$531.7K	-$294.6K	2026-11-06
Equitable Trust Co	UNCHANGED	242	242	0	0%	$501.8K	$485.6K	-$16.2K	2026-10-13
Shotwell Rutter Baer Inc	UNCHANGED	231	231	0	0%	$479.0K	$463.5K	-$15.5K	2026-10-14
Annis Gardner Whiting Capital Advisors, LLC	UNCHANGED	228	228	0	0%	$472.7K	$457.5K	-$15.3K	2026-11-09
Wedbush Securities Inc	UNCHANGED	226	226	0	0%	$469	$453	-$16	2026-10-22
Wilmington Savings Fund Society, FSB	INCREASED	210	187	+23	+12%	$387.7K	$421.4K	+$33.6K	2026-10-23
Sage Investment Counsel LLC	UNCHANGED	200	200	0	0%	$414.7K	$401.3K	-$13.4K	2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc	UNCHANGED	199	199	0	0%	$412.6K	$399.3K	-$13.3K	2026-10-13
MGO One Seven LLC	UNCHANGED	193	193	0	0%	$400.2K	$386.9K	-$13.3K	2026-10-28
Brown Miller Wealth Management, LLC	DECREASED	190	298	-108	-36%	$618.8K	$381.2K	-$237.6K	2026-11-02
Frank, Rimerman Advisors LLC	UNCHANGED	177	177	0	0%	$367.0K	$355.1K	-$11.8K	2026-10-16
Swiss Life Asset Management Ltd	INCREASED	175	172	+3	+2%	$356.6K	$351.1K	-$5.5K	2026-11-03
Xponance LLC	DECREASED	170	172	-2	-1%	$356.6K	$341.1K	-$15.5K	2026-11-03
Kestra Advisory Services, LLC	INCREASED	166	142	+24	+17%	$294.5K	$333.6K	+$39.0K	2026-11-02
Sagespring Wealth Partners, LLC	NEW	165	—	+165	—	—	$330.4K	—	2026-10-22
Evergreen Capital Management LLC	INCREASED	162	150	+12	+8%	$311.0K	$325.1K	+$14.0K	2026-10-23
HB Wealth Management, LLC	INCREASED	158	149	+9	+6%	$308.9K	$303.0K	-$5.9K	2026-10-23
Riverwater Partners LLC	UNCHANGED	158	158	0	0%	$327.6K	$317.0K	-$10.6K	2026-11-03
Amalgamated Bank	UNCHANGED	144	144	0	0%	$299	$289	-$10	2026-10-23
Chapman Investment Management, LLC	NEW	143	—	+143	—	—	$286.9K	—	2026-11-03
HUB Investment Partners, LLC	DECREASED	141	170	-29	-17%	$352.5K	$282.9K	-$69.6K	2026-11-03
Merit Financial Group, LLC	INCREASED	138	123	+15	+12%	$255.0K	$276.9K	+$21.9K	2026-11-06
Crestwood Advisors Group, LLC	NEW	134	—	+134	—	—	$268.9K	—	2026-10-27
Pinnacle Associates LTD	INCREASED	130	129	+1	+1%	$267.5K	$260.8K	-$6.6K	2026-10-20
Quadrant Capital Group LLC	DECREASED	128	129	-1	-1%	$267.5K	$267.9K	+$454	2026-10-20
Columbia Asset Management	UNCHANGED	125	125	0	0%	$259.2K	$250.8K	-$8.4K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	120	281	-161	-57%	$582.9K	$240.8K	-$342.1K	2026-11-02
Perigon Wealth Management, LLC	INCREASED	116	110	+6	+5%	$228.1K	$232.8K	+$4.7K	2026-10-22
Eagle Bay Advisors LLC	INCREASED	115	109	+6	+6%	$226.0K	$230.7K	+$4.7K	2026-10-16
Gibbs Wealth Management	NEW	110	—	+110	—	—	$220.7K	—	2026-10-22
Great Lakes Advisors, LLC	UNCHANGED	110	110	0	0%	$228.1K	$220.7K	-$7.4K	2026-11-06
Signaturefd, LLC	INCREASED	100	67	+33	+49%	$138.9K	$200.6K	+$61.7K	2026-10-23
Ackerman Asset Management, LLC	UNCHANGED	100	100	0	0%	$207.3K	$200.6K	-$6.7K	2026-11-09
Baldwin Wealth Partners LLC	UNCHANGED	100	100	0	0%	$207.3K	$200.6K	-$6.7K	2026-10-13
Chicago Trust Co NA	UNCHANGED	100	100	0	0%	$207.3K	$200.6K	-$6.7K	2026-10-28
Citadel Investment Advisory, Inc.	UNCHANGED	100	100	0	0%	$207	$200.0K	+$199.8K	2026-10-15
Eastern Bank	UNCHANGED	100	100	0	0%	$207.3K	$200.6K	-$6.7K	2026-10-05
NovaPoint Capital, LLC	UNCHANGED	100	100	0	0%	$207.3K	$200.6K	-$6.7K	2026-10-22
NorthCrest Asset Manangement, LLC	NEW	99	—	+99	—	—	$203.9K	—	2026-10-13
Strs Ohio	INCREASED	91	80	+11	+14%	$165.9K	$182.6K	+$16.7K	2026-10-30
State of Wyoming	NEW	89	—	+89	—	—	$178.6K	—	2026-10-28
Larson Financial Group LLC	INCREASED	76	14	+62	+443%	$29.0K	$152.5K	+$123.5K	2026-11-05
KBC Group NV	UNCHANGED	72	72	0	0%	$149	$144	-$5	2026-10-22
Sterling Capital Management LLC	DECREASED	70	72	-2	-3%	$149.3K	$140.5K	-$8.8K	2026-10-22
Blue Trust, Inc.	INCREASED	65	62	+3	+5%	$128.6K	$130.4K	+$1.9K	2026-10-15
Smithfield Trust Co	UNCHANGED	64	64	0	0%	$132	$128	-$4	2026-11-09
Bessemer Group Inc	INCREASED	59	19	+40	+211%	$39	$118	+$79	2026-11-09
Steph & Co	DECREASED	56	58	-2	-3%	$120.3K	$112.4K	-$7.9K	2026-10-07
Covestor Ltd	DECREASED	54	58	-4	-7%	$121	$110	-$11	2026-10-30
Bayforest Capital Ltd	NEW	51	—	+51	—	—	$102.3K	—	2026-11-03
Parallel Advisors, LLC	DECREASED	49	54	-5	-9%	$112.0K	$98.3K	-$13.6K	2026-11-03
Quent Capital, LLC	INCREASED	47	41	+6	+15%	$85.0K	$106.5K	+$21.5K	2026-11-09
Allworth Financial LP	INCREASED	46	45	+1	+2%	$93.3K	$95.4K	+$2.1K	2026-11-06
Valley National Advisers Inc	UNCHANGED	40	40	0	0%	$82.9K	$80.3K	-$2.7K	2026-10-23
Davis Capital Management	UNCHANGED	37	37	0	0%	$76.7K	$74.2K	-$2.5K	2026-10-08
Versant Capital Management, Inc	INCREASED	35	24	+11	+46%	$49.8K	$70.2K	+$20.5K	2026-10-02
WPG Advisers, LLC	DECREASED	23	25	-2	-8%	$51.8K	$46.1K	-$5.7K	2026-10-27
Fortitude Family Office, LLC	INCREASED	21	20	+1	+5%	$41.5K	$42.1K	+$668	2026-10-14
Caitong International Asset Management Co., Ltd	DECREASED	20	23	-3	-13%	$47.7K	$40.1K	-$7.6K	2026-10-29
Fifth Third Bancorp	UNCHANGED	20	20	0	0%	$41.5K	$40.1K	-$1.3K	2026-11-05
Reyes Financial Architecture, Inc.	UNCHANGED	20	20	0	0%	$41.5K	$40.1K	-$1.3K	2026-10-22
Farmers & Merchants Investments Inc	NEW	17	—	+17	—	—	$34.1K	—	2026-10-22
SJS Investment Consulting Inc.	INCREASED	15	13	+2	+15%	$27.0K	$30.1K	+$3.1K	2026-10-26
Gables Capital Management Inc.	UNCHANGED	15	15	0	0%	$31.1K	$30.1K	-$1.0K	2026-11-04
Capital Advisors, Ltd. LLC	INCREASED	14	12	+2	+17%	$25	$28	+$3	2026-10-27
Private Trust Co NA	UNCHANGED	14	14	0	0%	$29.0K	$28.1K	-$936	2026-10-20
First Command Advisory Services, Inc.	NEW	13	—	+13	—	—	$26.1K	—	2026-11-05
TD Private Client Wealth LLC	DECREASED	11	12	-1	-8%	$24.9K	$22.1K	-$2.8K	2026-10-28
Bfsg, LLC	UNCHANGED	9	9	0	0%	$18.7K	$18.1K	-$602	2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	9	9	0	0%	$18.7K	$18.1K	-$603	2026-11-05
Bell Investment Advisors, Inc	UNCHANGED	8	8	0	0%	$16.6K	$16.1K	-$536	2026-10-29
Signature Equity Partners, LLC	INCREASED	7	3	+4	+133%	$6.2K	$14.0K	+$7.8K	2026-10-29
Mather Group, Llc.	INCREASED	7	5	+2	+40%	$10.4K	$14.0K	+$3.7K	2026-10-14
1620 Investment Advisors, Inc.	UNCHANGED	6	6	0	0%	$12.4K	$12.0K	-$401	2026-11-04
Central Trust Co	UNCHANGED	6	6	0	0%	$12.4K	$12.0K	-$402	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	6	6	0	0%	$12.4K	$12.0K	-$402	2026-11-03
Clearstead Advisors, LLC	UNCHANGED	5	5	0	0%	$10.4K	$10.0K	-$334	2026-11-06
Pension & Wealth Management Advisors, Inc.	NEW	4	—	+4	—	—	$8.0K	—	2026-10-16
Elevation Wealth Partners, LLC	INCREASED	4	1	+3	+300%	$2.1K	$8.0K	+$6.0K	2026-10-07
Assetmark, Inc	UNCHANGED	4	4	0	0%	$8.3K	$8.0K	-$268	2026-10-21
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	4	4	0	0%	$8.3K	$8.0K	-$268	2026-10-27
Zions Bancorporation, National Association	NEW	3	—	+3	—	—	$6.0K	—	2026-11-06
True Wealth Design, LLC	INCREASED	3	1	+2	+200%	$2.1K	$6.0K	+$3.9K	2026-10-13
EverSource Wealth Advisors, LLC	UNCHANGED	3	3	0	0%	$6.2K	$6.0K	-$201	2026-11-04
Trust Co of Vermont	UNCHANGED	3	3	0	0%	$6.2K	$6.0K	-$201	2026-10-21
MV Capital Management, Inc.	UNCHANGED	3	3	0	0%	$6.2K	$6.0K	-$201	2026-10-29
IFP Advisors, Inc	NEW	2	—	+2	—	—	$4.0K	—	2026-10-16
Root Financial Partners, LLC	NEW	2	—	+2	—	—	$4.0K	—	2026-10-21
Creative Capital Management Investments LLC	INCREASED	2	1	+1	+100%	$2.1K	$4.0K	+$1.9K	2026-10-28
Hughes Financial Services, LLC	UNCHANGED	2	2	0	0%	$4.1K	$4.5K	+$344	2026-10-30
Marquette Asset Management, LLC	UNCHANGED	2	2	0	0%	$4.1K	$4.0K	-$134	2026-10-09
Private Wealth Management Group, LLC	UNCHANGED	2	2	0	0%	$4.1K	$4.0K	-$134	2026-10-19
Financial Consulate, Inc	NEW	1	—	+1	—	—	$2.0K	—	2026-10-23
Elyxium Wealth, LLC	NEW	1	—	+1	—	—	$2.0K	—	2026-10-27
Geneos Wealth Management Inc.	NEW	1	—	+1	—	—	$2.0K	—	2026-11-09
GoalVest Advisory LLC	NEW	1	—	+1	—	—	$2.0K	—	2026-10-02
Ascentis Wealth Management, LLC	NEW	1	—	+1	—	—	$2.0K	—	2026-11-03
Burk Holdings LLC	UNCHANGED	1	1	0	0%	$2.1K	$2.0K	-$67	2026-11-05
Financial Network Wealth Advisors LLC	UNCHANGED	1	1	0	0%	$2.1K	$2.0K	-$67	2026-10-28
Phocas Financial Corp.	CLOSED	0	4,078	-4,078	-100%	$8.5M	$0	-$8.5M	2026-11-09
Elevation Point Wealth Partners, LLC	CLOSED	0	294	-294	-100%	$609.6K	$0	-$609.6K	2026-11-05
Ritholtz Wealth Management	CLOSED	0	126	-126	-100%	$261.3K	$0	-$261.3K	2026-11-05
State of Alaska, Department of Revenue	CLOSED	0	119	-119	-100%	$246	$0	-$246	2026-10-15
Hengehold Capital Management LLC	CLOSED	0	111	-111	-100%	$230.2K	$0	-$230.2K	2026-10-16
Vise Technologies, Inc.	CLOSED	0	101	-101	-100%	$209.4K	$0	-$209.4K	2026-10-29
Equity Investment Corp	CLOSED	0	99	-99	-100%	$205.3K	$0	-$205.3K	2026-11-04
Miller Global Investments, LLC	CLOSED	0	12	-12	-100%	$24.9K	$0	-$24.9K	2026-10-02
SouthState Bank Corp	CLOSED	0	3	-3	-100%	$6.2K	$0	-$6.2K	2026-11-09
Whipplewood Advisors, LLC	CLOSED	0	1	-1	-100%	$2.1K	$0	-$2.1K	2026-10-20
MassMutual Private Wealth & Trust, FSB	CLOSED	0	1	-1	-100%	$2.1K	$0	-$2.1K	2026-10-05
Neuberger Berman Group LLC	N/A	—	119,141	-119,141	-100%	$247.0M	—	—	—
BlackRock, Inc.	N/A	—	117,871	-117,871	-100%	$244.4M	—	—	—
River Road Asset Management, LLC	N/A	—	115,880	-115,880	-100%	$240.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	111,969	-111,969	-100%	$232.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	107,479	-107,479	-100%	$222.8M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	101,892	-101,892	-100%	$211.3M	—	—	—
Wallace Capital Management Inc.	N/A	—	80,067	-80,067	-100%	$166.0M	—	—	—
Fiduciary Management Inc	N/A	—	66,550	-66,550	-100%	$138.0M	—	—	—
Gendell Jeffrey L	N/A	—	59,243	-59,243	-100%	$122.8M	—	—	—
Boston Partners	N/A	—	55,569	-55,569	-100%	$115.3M	—	—	—
London Co of Virginia	N/A	—	54,025	-54,025	-100%	$112.1M	—	—	—
State Street Corp	N/A	—	50,257	-50,257	-100%	$104.2M	—	—	—
Morgan Stanley	N/A	—	46,866	-46,866	-100%	$97.2M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	34,237	-34,237	-100%	$71.0K	—	—	—
Lord, Abbett & Co. LLC	N/A	—	32,829	-32,829	-100%	$68.1K	—	—	—
American Century Companies Inc	N/A	—	31,108	-31,108	-100%	$64.5M	—	—	—
Norges Bank	N/A	—	27,956	-27,956	-100%	$58.0M	—	—	—
Cannell & Spears LLC	N/A	—	27,577	-27,577	-100%	$57.2M	—	—	—
Bank of America Corp	N/A	—	25,028	-25,028	-100%	$51.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	23,505	-23,505	-100%	$48.7M	—	—	—
Gotham Asset Management, LLC	N/A	—	17,940	-17,940	-100%	$37.2M	—	—	—
Brown Advisory Inc	N/A	—	17,722	-17,722	-100%	$36.7M	—	—	—
Jane Street Group, LLC	N/A	—	17,226	-17,226	-100%	$35.7M	—	—	—
Southeastern Asset Management Inc	N/A	—	17,104	-17,104	-100%	$35.5M	—	—	—
UBS Group AG	N/A	—	16,198	-16,198	-100%	$33.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	15,319	-15,319	-100%	$31.8M	—	—	—
Raymond James Financial Inc	N/A	—	14,833	-14,833	-100%	$30.8M	—	—	—
Northern Trust Corp	N/A	—	14,571	-14,571	-100%	$30.2M	—	—	—
Wellington Management Group LLP	N/A	—	14,532	-14,532	-100%	$30.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	13,838	-13,838	-100%	$28.7M	—	—	—
Quantinno Capital Management LP	N/A	—	12,624	-12,624	-100%	$26.2M	—	—	—
Elkhorn Partners Limited Partnership	N/A	—	12,320	-12,320	-100%	$25.5M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	12,206	-12,206	-100%	$25.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	12,151	-12,151	-100%	$25.2M	—	—	—
Boussard & Gavaudan Gestion SAS	N/A	—	11,679	-11,679	-100%	$24.5M	—	—	—
Victory Capital Management Inc	N/A	—	10,684	-10,684	-100%	$22.2M	—	—	—
First Trust Advisors LP	N/A	—	10,604	-10,604	-100%	$22.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	9,673	-9,673	-100%	$20.1M	—	—	—
Speece Thorson Capital Group Inc	N/A	—	9,215	-9,215	-100%	$19.1M	—	—	—
Wells Fargo & Company	N/A	—	8,710	-8,710	-100%	$18.1M	—	—	—
SEI Investments Co	N/A	—	8,108	-8,108	-100%	$16.8M	—	—	—
GW&K Investment Management, LLC	N/A	—	7,839	-7,839	-100%	$16.3K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	7,284	-7,284	-100%	$15.1M	—	—	—
Citadel Advisors LLC	N/A	—	7,136	-7,136	-100%	$14.8M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	6,788	-6,788	-100%	$14.1M	—	—	—
HRT Financial LP	N/A	—	6,760	-6,760	-100%	$14.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	6,618	-6,618	-100%	$13.7M	—	—	—
AQR Capital Management LLC	N/A	—	5,450	-5,450	-100%	$11.3M	—	—	—
JPMorgan Chase & Co	N/A	—	5,410	-5,410	-100%	$11.5M	—	—	—
California Public Employees Retirement System	N/A	—	5,248	-5,248	-100%	$10.9M	—	—	—
Swiss National Bank	N/A	—	4,826	-4,826	-100%	$10.0M	—	—	—
Winmill & Co. Inc	N/A	—	4,800	-4,800	-100%	$10.0M	—	—	—
Franklin Resources Inc	N/A	—	4,178	-4,178	-100%	$8.7M	—	—	—
Rhumbline Advisers	N/A	—	3,898	-3,898	-100%	$8.1M	—	—	—
Nuveen, LLC	N/A	—	3,679	-3,679	-100%	$7.6M	—	—	—
Invesco Ltd.	N/A	—	3,497	-3,497	-100%	$7.3M	—	—	—
Ameriprise Financial Inc	N/A	—	2,852	-2,852	-100%	$5.9M	—	—	—
California State Teachers Retirement System	N/A	—	2,761	-2,761	-100%	$5.7M	—	—	—
New York State Common Retirement Fund	N/A	—	2,532	-2,532	-100%	$5.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	2,392	-2,392	-100%	$5.0M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	2,351	-2,351	-100%	$4.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	2,335	-2,335	-100%	$4.8K	—	—	—
Legal & General Group Plc	N/A	—	2,257	-2,257	-100%	$4.7M	—	—	—
Bradley Foster & Sargent Inc	N/A	—	1,899	-1,899	-100%	$3.9M	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	1,868	-1,868	-100%	$3.9M	—	—	—
Cerity Partners LLC	N/A	—	1,797	-1,797	-100%	$3.7M	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,765	-1,765	-100%	$3.7M	—	—	—
MML Investors Services, LLC	N/A	—	1,741	-1,741	-100%	$3.6M	—	—	—
XTX Topco Ltd	N/A	—	1,644	-1,644	-100%	$3.4M	—	—	—
Tidal Investments LLC	N/A	—	1,578	-1,578	-100%	$3.3M	—	—	—
Focus Partners Wealth	N/A	—	1,553	-1,553	-100%	$3.2M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	1,443	-1,443	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	1,237	-1,237	-100%	$2.6M	—	—	—
Stifel Financial Corp	N/A	—	1,235	-1,235	-100%	$2.6M	—	—	—
WCM Investment Management, LLC	N/A	—	1,197	-1,197	-100%	$2.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	1,169	-1,169	-100%	$2.4M	—	—	—
Walleye Capital LLC	N/A	—	1,130	-1,130	-100%	$2.3M	—	—	—
Jupiter Topco LLC	N/A	—	1,123	-1,123	-100%	$2.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	1,055	-1,055	-100%	$2.2M	—	—	—
Treasurer of the State of North Carolina	N/A	—	1,026	-1,026	-100%	$2.1K	—	—	—
Alliancebernstein L.P.	N/A	—	944	-944	-100%	$2.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	940	-940	-100%	$1.9M	—	—	—
Captrust Financial Advisors	N/A	—	927	-927	-100%	$1.9M	—	—	—
Brave Asset Management Inc	N/A	—	924	-924	-100%	$1.9M	—	—	—
Quadrature Capital Ltd	N/A	—	859	-859	-100%	$1.8M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	851	-851	-100%	$1.8M	—	—	—
Allianz Asset Management GmbH	N/A	—	844	-844	-100%	$1.7M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	841	-841	-100%	$1.7M	—	—	—
Summit Trail Advisors, LLC	N/A	—	817	-817	-100%	$1.7M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	810	-810	-100%	$1.7M	—	—	—
FMR LLC	N/A	—	786	-786	-100%	$1.6M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	721	-721	-100%	$1.5M	—	—	—
Brandes Investment Partners, LP	N/A	—	701	-701	-100%	$1.5M	—	—	—
Texas Yale Capital Corp.	N/A	—	687	-687	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	652	-652	-100%	$1.4M	—	—	—
Voya Investment Management LLC	N/A	—	645	-645	-100%	$1.3M	—	—	—
Vident Advisory, LLC	N/A	—	635	-635	-100%	$1.3M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	622	-622	-100%	$1.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	617	-617	-100%	$1.3M	—	—	—
Worldquant Millennium Advisors LLC	N/A	—	591	-591	-100%	$1.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	565	-565	-100%	$1.2M	—	—	—
&partners	N/A	—	551	-551	-100%	$1.1M	—	—	—
TD Asset Management Inc	N/A	—	512	-512	-100%	$1.1M	—	—	—
Mirabella Financial Services LLP	N/A	—	495	-495	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	476	-476	-100%	$987	—	—	—
Parker Investment Management, LLC	N/A	—	475	-475	-100%	$984.9K	—	—	—
Jain Global LLC	N/A	—	467	-467	-100%	$968.3K	—	—	—
Pathstone Holdings, LLC	N/A	—	458	-458	-100%	$949.6K	—	—	—
Arax Advisory Partners	N/A	—	447	-447	-100%	$928.8K	—	—	—
Allstate Corp	N/A	—	433	-433	-100%	$897.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	433	-433	-100%	$898.0K	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	394	-394	-100%	$816.9K	—	—	—
Teacher Retirement System of Texas	N/A	—	389	-389	-100%	$806.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	387	-387	-100%	$802.6K	—	—	—
Klingenstein Fields & Co LP	N/A	—	380	-380	-100%	$787.9K	—	—	—
Storgate, LLC	N/A	—	370	-370	-100%	$767.2K	—	—	—
Cetera Investment Advisers	N/A	—	363	-363	-100%	$753.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	361	-361	-100%	$748.5K	—	—	—
Roundview Capital LLC	N/A	—	358	-358	-100%	$742.4K	—	—	—
Glenmede Trust Co NA	N/A	—	340	-340	-100%	$705.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	332	-332	-100%	$688.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	323	-323	-100%	$669.7K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	289	-289	-100%	$599.2K	—	—	—
SG Americas Securities, LLC	N/A	—	266	-266	-100%	$552	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	263	-263	-100%	$545	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	257	-257	-100%	$532.9K	—	—	—
Vestcor Inc	N/A	—	255	-255	-100%	$529	—	—	—
OneAscent Financial Services LLC	N/A	—	253	-253	-100%	$524.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	241	-241	-100%	$499.7K	—	—	—
Freestone Grove Partners LP	N/A	—	240	-240	-100%	$497.6K	—	—	—
HSBC Holdings PLC	N/A	—	217	-217	-100%	$449.2K	—	—	—
Meeder Asset Management Inc	N/A	—	217	-217	-100%	$449.9K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	215	-215	-100%	$445.8K	—	—	—
Inceptionr LLC	N/A	—	213	-213	-100%	$441.6K	—	—	—
Venturi Wealth Management, LLC	N/A	—	213	-213	-100%	$441.6K	—	—	—
Hudson Value Partners, LLC	N/A	—	206	-206	-100%	$427.1K	—	—	—
Principal Securities, Inc.	N/A	—	200	-200	-100%	$414.7K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	200	-200	-100%	$414.7K	—	—	—
M&T Bank Corp	N/A	—	199	-199	-100%	$412.6K	—	—	—
Virtu Financial LLC	N/A	—	182	-182	-100%	$376	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	178	-178	-100%	$369.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	174	-174	-100%	$360.8K	—	—	—
Nicolet Bankshares Inc	N/A	—	167	-167	-100%	$361.8K	—	—	—
Bank of Nova Scotia	N/A	—	158	-158	-100%	$327.6K	—	—	—
Evelyn Partners Group Ltd	N/A	—	154	-154	-100%	$319.3K	—	—	—
Syon Capital LLC	N/A	—	153	-153	-100%	$317.2K	—	—	—
Connable Office Inc	N/A	—	152	-152	-100%	$315.2K	—	—	—
Douglass Winthrop Advisors, LLC	N/A	—	150	-150	-100%	$311.0K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	150	-150	-100%	$311.0K	—	—	—
Millennium Management LLC	N/A	—	143	-143	-100%	$296.5K	—	—	—
Sagewood Asset Management LP	N/A	—	142	-142	-100%	$294.4K	—	—	—
Utah Retirement Systems	N/A	—	126	-126	-100%	$261.2K	—	—	—
Kera Capital Partners, Inc.	N/A	—	125	-125	-100%	$259.2K	—	—	—
Numerai GP LLC	N/A	—	123	-123	-100%	$255.0K	—	—	—
Evolve Private Wealth, LLC	N/A	—	116	-116	-100%	$240.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	114	-114	-100%	$236.4K	—	—	—
Athena Investment Management	N/A	—	114	-114	-100%	$236.4K	—	—	—
Quantbot Technologies LP	N/A	—	112	-112	-100%	$232.2K	—	—	—
One Wealth Advisors, LLC	N/A	—	111	-111	-100%	$230.1K	—	—	—
Mission Creek Capital Partners, Inc.	N/A	—	110	-110	-100%	$228.1K	—	—	—
DnB Asset Management AS	N/A	—	105	-105	-100%	$217.7K	—	—	—
NewEdge Wealth, LLC	N/A	—	104	-104	-100%	$215.6K	—	—	—
Empowered Funds, LLC	N/A	—	103	-103	-100%	$213.6K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	100	-100	-100%	$207.3K	—	—	—
Clearbridge Investments, LLC	N/A	—	100	-100	-100%	$207.3K	—	—	—
First Manhattan Co. Llc.	N/A	—	100	-100	-100%	$207.3K	—	—	—
Ballentine Partners, LLC	N/A	—	100	-100	-100%	$207.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	85	-85	-100%	$176.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	65	-65	-100%	$134.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	61	-61	-100%	$126.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	60	-60	-100%	$125.8K	—	—	—
Quantum Portfolio Management LLC	N/A	—	60	-60	-100%	$124.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	54	-54	-100%	$112.0K	—	—	—
BFC Planning, Inc.	N/A	—	52	-52	-100%	$107.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	40	-40	-100%	$82.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	40	-40	-100%	$82.9K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	37	-37	-100%	$76.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	36	-36	-100%	$74.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	35	-35	-100%	$72.6K	—	—	—
Nomura Asset Management Co LTD	N/A	—	22	-22	-100%	$45.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	21	-21	-100%	$43.5K	—	—	—
Delta Asset Management LLC	N/A	—	19	-19	-100%	$39.4K	—	—	—
LRI Investments, LLC	N/A	—	17	-17	-100%	$35.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	15	-15	-100%	$31.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	12	-12	-100%	$24.9K	—	—	—
Huntington National Bank	N/A	—	11	-11	-100%	$22.8K	—	—	—
Colonial Trust Co / SC	N/A	—	11	-11	-100%	$22.8K	—	—	—
CoreFirst Bank & Trust	N/A	—	9	-9	-100%	$18.7K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	8	-8	-100%	$16.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	7	-7	-100%	$14.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	6	-6	-100%	$12.4K	—	—	—
Rothschild Investment LLC	N/A	—	3	-3	-100%	$6.2K	—	—	—
TD Capital Management LLC	N/A	—	2	-2	-100%	$4.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2	-2	-100%	$4.1K	—	—	—
Sachetta, LLC	N/A	—	2	-2	-100%	$4.1K	—	—	—
Kilter Group LLC	N/A	—	1	-1	-100%	$2.1K	—	—	—
CVA Family Office, LLC	N/A	—	1	-1	-100%	$2.1K	—	—	—
Quarry LP	N/A	—	1	-1	-100%	$2.1K	—	—	—

Showing 382 of 382 institutions