HEARTLAND FINANCIAL USA INC - 42234Q102
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,671,562 | 225,085 | 0.0% | 0.0% | 1 | +75,351 | 2.1% | Q4 2024 | Feb 07, 2025 |
| VANGUARD GROUP INC | History | Added to | 3,154,888 | 193,410 | 0.0% | 0.0% | 2 | +46,937 | 1.51% | Q4 2024 | Feb 11, 2025 |
| EARNEST PARTNERS LLC | History | Added to | 2,597,882 | 159,263 | 0.71% | 0.64% | 3 | +3,985 | 0.15% | Q4 2024 | Feb 14, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,485,919 | 152,400 | 0.04% | 0.03% | 4 | -33,208 | -1.32% | Q4 2024 | Feb 13, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,601,683 | 98,191 | 0.02% | 0.02% | 5 | +145,255 | 9.97% | Q4 2024 | Feb 06, 2025 |
| STATE STREET CORP | History | Added to | 1,333,036 | 81,721 | 0.0% | 0.0% | 6 | +97,657 | 7.91% | Q4 2024 | Feb 14, 2025 |
| First Trust Capital Management L.P. | History | New | 1,181,560 | 72,435 | 5.53% | — | 7 | +1,181,560 | New | Q4 2024 | Jul 25, 2025 |
| Magnetar Financial LLC | History | Reduced | 1,052,698 | 64,535 | 1.48% | 1.35% | 8 | -45,681 | -4.16% | Q4 2024 | Feb 11, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,020,612 | 62,583 | 0.0% | 0.0% | 9 | -2,758 | -0.27% | Q4 2024 | Feb 12, 2025 |
| NORGES BANK | History | New | 866,680 | 53,131 | 0.01% | — | 10 | +866,680 | New | Q4 2024 | Feb 12, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 719,380 | 44,101 | 0.01% | 0.01% | 11 | -5,956 | -0.82% | Q4 2024 | Feb 12, 2025 |
| AQR Arbitrage LLC | History | Reduced | 610,427 | 37,422 | 0.82% | 0.78% | 12 | -24,746 | -3.9% | Q4 2024 | Feb 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 534,503 | 32,767 | 0.05% | 0.08% | 13 | -297,108 | -35.73% | Q4 2024 | Feb 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 461,222 | 28,275 | 0.0% | 0.06% | 14 | +5,654 | 1.24% | Q4 2024 | Feb 14, 2025 |
| NORTHERN TRUST CORP | History | Added to | 419,883 | 25,740 | 0.0% | 0.0% | 15 | +24,680 | 6.24% | Q4 2024 | Feb 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Added to | 416,271 | 25,519 | 0.22% | 0.19% | 16 | +55,700 | 15.45% | Q4 2024 | Feb 14, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 345,313 | 21,169 | 0.01% | 0.01% | 17 | -70,574 | -16.97% | Q4 2024 | Feb 11, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 327,297 | 20,064 | 0.03% | 0.03% | 18 | -1,156 | -0.35% | Q4 2024 | Oct 08, 2025 |
| Squarepoint Ops LLC | History | Added to | 314,348 | 19,271 | 0.02% | 0.01% | 19 | +156,699 | 99.4% | Q4 2024 | Feb 14, 2025 |
| FMR LLC | History | Reduced | 297,420 | 18,233 | 0.0% | 0.0% | 20 | -205,348 | -40.84% | Q4 2024 | Feb 13, 2025 |
| MORGAN STANLEY | History | Reduced | 283,416 | 17,374 | 0.0% | 0.0% | 21 | -188,372 | -39.93% | Q4 2024 | May 15, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 280,976 | 17,225 | 0.01% | 0.02% | 22 | -437,045 | -60.87% | Q4 2024 | Feb 14, 2025 |
| CITIGROUP INC | History | Added to | 266,804 | 16,356 | 0.01% | 0.01% | 23 | +19,555 | 7.91% | Q4 2024 | Feb 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 257,076 | 15,760 | 0.0% | 0.0% | 24 | +38,130 | 17.42% | Q4 2024 | Feb 11, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 211,965 | 12,994 | 0.0% | 0.0% | 25 | +147,482 | 228.71% | Q4 2024 | Feb 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 211,571 | 12,970 | 0.0% | 0.0% | 26 | +3,202 | 1.54% | Q4 2024 | Feb 13, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 208,100 | 12,757 | 10.45% | 0.0% | 27 | 0 | 0.0% | Q4 2024 | Mar 24, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 207,792 | 12,738 | 0.02% | 0.02% | 28 | -216 | -0.1% | Q4 2024 | Feb 14, 2025 |
| UBS Group AG | History | Added to | 203,320 | 12,464 | 0.0% | 0.0% | 29 | +44,744 | 28.22% | Q4 2024 | Feb 14, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 201,579 | 12,357 | 0.28% | 0.28% | 30 | -25,197 | -11.11% | Q4 2024 | Feb 14, 2025 |
| Bank of New York Mellon Corp | History | Reduced | 193,896 | 11,886 | 0.0% | 0.0% | 31 | -75,041 | -27.9% | Q4 2024 | Feb 04, 2025 |
| DEUTSCHE BANK AG\ | History | Added to | 158,514 | 9,718 | 0.0% | 0.0% | 32 | +74,008 | 87.58% | Q4 2024 | Jun 30, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 148,317 | 9,092 | 0.0% | 0.0% | 33 | +4,891 | 3.41% | Q4 2024 | Feb 13, 2025 |
| SEI INVESTMENTS CO | History | Reduced | 143,352 | 8,788 | 0.01% | 0.01% | 34 | -1,337 | -0.92% | Q4 2024 | Feb 11, 2025 |
| Invesco Ltd. | History | Added to | 126,592 | 7,760 | 0.0% | 0.0% | 35 | +2,290 | 1.84% | Q4 2024 | Feb 13, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 121,244 | 7,432 | 0.0% | 0.0% | 36 | -56,038 | -31.61% | Q4 2024 | Feb 12, 2025 |
| Assenagon Asset Management S.A. | History | Reduced | 113,200 | 6,939 | 0.01% | 0.02% | 37 | -87,925 | -43.72% | Q4 2024 | Jan 14, 2025 |
| Empowered Funds, LLC | History | Added to | 112,479 | 6,895 | 0.1% | 0.1% | 38 | +5,403 | 5.05% | Q4 2024 | Jan 28, 2025 |
| JANUS HENDERSON GROUP PLC | History | Added to | 99,451 | 6,096 | 0.0% | 0.0% | 39 | +3,200 | 3.32% | Q4 2024 | Feb 14, 2025 |
| BARCLAYS PLC | History | Added to | 97,312 | 5,965 | 0.0% | 0.0% | 40 | +12,545 | 14.8% | Q4 2024 | Mar 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 90,877 | 5,571 | 0.0% | 0.0% | 41 | -16,169 | -15.1% | Q4 2024 | Feb 14, 2025 |
| ExodusPoint Capital Management, LP | History | Reduced | 88,596 | 5,431 | 0.04% | 0.03% | 42 | -2,877 | -3.15% | Q4 2024 | Feb 12, 2025 |
| Swiss National Bank | History | Added to | 84,400 | 5,174 | 0.0% | 0.0% | 43 | +800 | 0.96% | Q4 2024 | Feb 10, 2025 |
| LMR Partners LLP | History | Reduced | 80,723 | 4,948 | 0.04% | 0.04% | 44 | -8,133 | -9.15% | Q4 2024 | Feb 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 79,755 | 4,889 | 0.01% | 0.01% | 45 | +6,972 | 9.58% | Q4 2024 | Jun 06, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 76,467 | 4,687 | 0.01% | 0.01% | 46 | +1,911 | 2.56% | Q4 2024 | Feb 14, 2025 |
| RHUMBLINE ADVISERS | History | Added to | 72,009 | 4,414 | 0.0% | 0.0% | 47 | +1,865 | 2.66% | Q4 2024 | May 29, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 63,497 | 3,892 | 0.05% | 0.04% | 48 | +983 | 1.57% | Q4 2024 | Feb 05, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 57,200 | 3,506 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2024 | Feb 13, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 54,966 | 3,369 | 0.01% | 0.02% | 50 | -26,396 | -32.44% | Q4 2024 | Feb 14, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 48,121 | 2,950 | 0.03% | 0.02% | 51 | +7,681 | 18.99% | Q4 2024 | Feb 05, 2025 |
| Legal & General Group Plc | History | Reduced | 45,674 | 2,800 | 0.0% | 0.0% | 52 | -472 | -1.02% | Q4 2024 | Feb 13, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 41,342 | 2,534 | 0.03% | 0.03% | 53 | +300 | 0.73% | Q4 2024 | Feb 03, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 40,059 | 2,455 | 0.0% | 0.0% | 54 | -426 | -1.05% | Q4 2024 | Mar 18, 2025 |
| UMB Bank, n.a. | History | No change | 39,673 | 2,432 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q4 2024 | Jan 16, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 39,025 | 2,392 | 0.04% | 0.03% | 56 | +13,020 | 50.07% | Q4 2024 | Feb 18, 2025 |
| Rafferty Asset Management, LLC | History | Reduced | 37,745 | 2,313 | 0.01% | 0.01% | 57 | -9,180 | -19.56% | Q4 2024 | Feb 14, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 36,685 | 2,248 | 0.0% | 0.0% | 58 | -19,940 | -35.21% | Q4 2024 | Feb 14, 2025 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 35,000 | 2,145 | 0.05% | 0.07% | 59 | -15,000 | -30.0% | Q4 2024 | Jan 23, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | New | 33,052 | 2,026 | 0.0% | — | 60 | +33,052 | New | Q4 2024 | Apr 23, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,576 | 1,997 | 0.0% | 0.0% | 61 | +1,598 | 5.16% | Q4 2024 | Mar 17, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 32,428 | 1,987 | 0.0% | 0.1% | 62 | +3,749 | 13.07% | Q4 2024 | Jan 31, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 31,035 | 1,916 | 0.01% | 0.01% | 63 | +7,291 | 30.71% | Q4 2024 | Jan 27, 2025 |
| Creative Planning | History | Added to | 28,921 | 1,773 | 0.0% | 0.0% | 64 | +1,178 | 4.25% | Q4 2024 | Feb 14, 2025 |
| STIFEL FINANCIAL CORP | History | Added to | 28,401 | 1,741 | 0.0% | 0.0% | 65 | +402 | 1.44% | Q4 2024 | Feb 13, 2025 |
| Trexquant Investment LP | History | Added to | 27,045 | 1,657 | 0.02% | 0.01% | 66 | +15,532 | 134.91% | Q4 2024 | Feb 12, 2025 |
| FRANKLIN RESOURCES INC | History | New | 26,229 | 1,607 | 0.0% | — | 67 | +26,229 | New | Q4 2024 | Feb 12, 2025 |
| MetLife Investment Management, LLC | History | Added to | 25,747 | 1,578 | 0.01% | 0.01% | 68 | +1,404 | 5.77% | Q4 2024 | Feb 13, 2025 |
| OPPENHEIMER & CO INC | History | No change | 25,115 | 1,539 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q4 2024 | Feb 05, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 24,948 | 1,529 | 0.0% | 0.0% | 70 | -14,652 | -37.0% | Q4 2024 | Feb 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 24,200 | 1,483 | 0.0% | — | 71 | +24,200 | New | Q4 2024 | Feb 13, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 24,134 | 1,479 | 0.0% | 0.0% | 72 | +930 | 4.01% | Q4 2024 | Feb 14, 2025 |
| HBK INVESTMENTS L P | History | Added to | 23,558 | 1,444 | 0.06% | 0.04% | 73 | +7,074 | 42.91% | Q4 2024 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 22,000 | 1,348 | 0.0% | 0.0% | 74 | +1,000 | 4.76% | Q4 2024 | Feb 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 21,398 | 1,311 | 0.01% | 0.0% | 75 | +13,884 | 184.78% | Q4 2024 | Feb 11, 2025 |
| ProShare Advisors LLC | History | Added to | 18,243 | 1,118 | 0.0% | 0.0% | 76 | +4,503 | 32.77% | Q4 2024 | Feb 14, 2025 |
| Mariner, LLC | History | Reduced | 16,946 | 1,038 | 0.0% | 0.0% | 77 | -383 | -2.21% | Q4 2024 | Feb 13, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,874 | 1,034 | 0.0% | 0.0% | 78 | -721 | -4.1% | Q4 2024 | Feb 14, 2025 |
| IHT Wealth Management, LLC | History | New | 14,266 | 874 | 0.03% | — | 79 | +14,266 | New | Q4 2024 | Feb 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 14,000 | 858 | 0.0% | 0.0% | 80 | -8,200 | -36.94% | Q4 2024 | Feb 14, 2025 |
| LPL Financial LLC | History | Added to | 13,978 | 856 | 0.0% | 0.0% | 81 | +10,029 | 253.96% | Q4 2024 | Feb 11, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,840 | 787 | 0.0% | 0.0% | 82 | -1,087 | -7.8% | Q4 2024 | May 02, 2025 |
| Arizona State Retirement System | History | Added to | 12,418 | 761 | 0.0% | 0.0% | 83 | +87 | 0.71% | Q4 2024 | Feb 06, 2025 |
| Atria Investments, Inc | History | Reduced | 12,361 | 757 | 0.01% | 0.01% | 84 | -533 | -4.13% | Q4 2024 | Feb 06, 2025 |
| MARSHALL WACE, LLP | History | Added to | 12,300 | 753 | 0.0% | 0.0% | 85 | +600 | 5.13% | Q4 2024 | Feb 13, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,121 | 743 | 0.0% | 0.0% | 86 | -2,455 | -16.84% | Q4 2024 | Feb 14, 2025 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,016 | 736 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 11,245 | 689 | 0.01% | 0.01% | 88 | -3 | -0.03% | Q4 2024 | Feb 10, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,151 | 683 | 0.01% | 0.0% | 89 | -232 | -2.04% | Q4 2024 | Feb 13, 2025 |
| CHOREO, LLC | History | Reduced | 10,955 | 671 | 0.01% | 0.01% | 90 | -551 | -4.79% | Q4 2024 | Jan 27, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,000 | 613 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | New | 9,042 | 554 | 0.01% | — | 92 | +9,042 | New | Q4 2024 | Feb 11, 2025 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 8,963 | 549 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2024 | Jan 30, 2025 |
| KLP KAPITALFORVALTNING AS | History | New | 8,900 | 545 | 0.0% | — | 94 | +8,900 | New | Q4 2024 | Feb 11, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,172 | 500 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2024 | Feb 07, 2025 |
| US BANCORP \DE\ | History | Reduced | 8,060 | 494 | 0.0% | 0.0% | 96 | -2,470 | -23.46% | Q4 2024 | Feb 05, 2025 |
| Equitable Holdings, Inc. | History | New | 7,840 | 480 | 0.0% | — | 97 | +7,840 | New | Q4 2024 | Feb 12, 2025 |
| Avantax Planning Partners, Inc. | History | Added to | 6,739 | 413 | 0.01% | 0.01% | 98 | +1,537 | 29.55% | Q4 2024 | Feb 07, 2025 |
| Verition Fund Management LLC | History | New | 6,073 | 372 | 0.0% | — | 99 | +6,073 | New | Q4 2024 | Feb 14, 2025 |
| ROYAL BANK OF CANADA | History | Added to | 6,009 | 368 | 0.0% | 0.0% | 100 | +1,655 | 38.01% | Q4 2024 | Feb 14, 2025 |
| CITADEL ADVISORS LLC | History | New | 5,800 | 355 | 0.0% | — | 101 | +5,800 | New | Q4 2024 | Feb 14, 2025 |
| Pictet Asset Management Holding SA | History | No change | 5,805 | 355 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2024 | Feb 12, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,583 | 342 | 0.0% | 0.0% | 103 | -10,307 | -64.86% | Q4 2024 | Feb 14, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,208 | 319 | 0.0% | 0.0% | 104 | -8,329 | -61.53% | Q4 2024 | Feb 06, 2025 |
| HSBC HOLDINGS PLC | History | Reduced | 4,933 | 304 | 0.0% | 0.0% | 105 | -432 | -8.05% | Q4 2024 | Feb 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,560 | 279 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2024 | Feb 13, 2025 |
| Savant Capital, LLC | History | Added to | 4,291 | 263 | 0.0% | 0.0% | 107 | +81 | 1.92% | Q4 2024 | Jan 29, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 4,136 | 253 | 0.0% | — | 108 | +4,136 | New | Q4 2024 | Feb 14, 2025 |
| HighTower Advisors, LLC | History | Added to | 4,090 | 250 | 0.0% | 0.0% | 109 | +99 | 2.48% | Q4 2024 | Feb 07, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | New | 4,030 | 247 | 0.0% | — | 110 | +4,030 | New | Q4 2024 | Feb 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Reduced | 4,001 | 245 | 0.0% | 0.0% | 111 | -38,989 | -90.69% | Q4 2024 | Feb 14, 2025 |
| Walleye Trading LLC | History | New | 4,000 | 245 | 0.0% | — | 112 | +4,000 | New | Q4 2024 | Feb 13, 2025 |
| CIBC WORLD MARKETS CORP | History | New | 3,968 | 243 | 0.0% | — | 113 | +3,968 | New | Q4 2024 | Feb 10, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 3,828 | 234 | 0.0% | 0.0% | 114 | -409 | -9.65% | Q4 2024 | Feb 10, 2025 |
| XTX Topco Ltd | History | Reduced | 3,794 | 232 | 0.02% | 0.05% | 115 | -7,747 | -67.13% | Q4 2024 | Feb 13, 2025 |
| Vident Advisory, LLC | History | Added to | 3,719 | 228 | 0.0% | 0.01% | 116 | +41 | 1.11% | Q4 2024 | Feb 14, 2025 |
| EP Wealth Advisors, LLC | History | New | 3,362 | 206 | 0.0% | — | 117 | +3,362 | New | Q4 2024 | Feb 14, 2025 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,236 | 198 | 0.0% | 0.0% | 118 | +2,174 | 204.71% | Q4 2024 | Feb 06, 2025 |
| STRS OHIO | History | Reduced | 1,400 | 85 | 0.0% | 0.0% | 119 | -2,700 | -65.85% | Q4 2024 | May 28, 2025 |
| Sterling Capital Management LLC | History | Added to | 1,336 | 81 | 0.0% | 0.0% | 120 | +1,191 | 821.38% | Q4 2024 | Feb 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 989 | 60 | 0.0% | 0.01% | 121 | -5,152 | -83.9% | Q4 2024 | Feb 13, 2025 |
| SIGNATUREFD, LLC | History | Added to | 888 | 54 | 0.0% | 0.0% | 122 | +13 | 1.49% | Q4 2024 | Feb 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 787 | 48 | 0.0% | 0.0% | 123 | -227 | -22.39% | Q4 2024 | Jan 30, 2025 |
| Blue Trust, Inc. | History | Reduced | 773 | 47 | 0.0% | 0.0% | 124 | -2,002 | -72.14% | Q4 2024 | Jan 30, 2025 |
| Parallel Advisors, LLC | History | No change | 762 | 46 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 599 | 36 | 0.0% | 0.0% | 126 | -75 | -11.13% | Q4 2024 | Feb 19, 2025 |
| SRS Capital Advisors, Inc. | History | No change | 427 | 26 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2024 | Feb 05, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 417 | 25 | 0.0% | 0.0% | 128 | -822 | -66.34% | Q4 2024 | Feb 07, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 371 | 22 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2024 | Jan 17, 2025 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 270 | 16 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2024 | Feb 12, 2025 |
| COMERICA BANK | History | Reduced | 237 | 14 | 0.0% | 0.0% | 131 | -1 | -0.42% | Q4 2024 | Feb 14, 2025 |
| CENTRAL TRUST Co | History | No change | 228 | 13 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2024 | Jan 24, 2025 |
| DANSKE BANK A/S | History | Reduced | 200 | 12 | 0.0% | 0.0% | 133 | -1,200 | -85.71% | Q4 2024 | Mar 18, 2026 |
| MAI Capital Management | History | New | 181 | 11 | 0.0% | — | 134 | +181 | New | Q4 2024 | Feb 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 143 | 8 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2024 | Feb 12, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 78 | 4 | 0.0% | 0.0% | 136 | +1 | 1.3% | Q4 2024 | Feb 11, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 45 | 2 | 0.0% | 0.0% | 138 | -5 | -10.0% | Q4 2024 | Feb 10, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 33 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2024 | Jan 16, 2025 |
| BOKF, NA | History | New | 31 | 1 | 0.0% | — | 139 | +31 | New | Q4 2024 | Feb 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,936 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,710 | -100.0% | Q3 2024 | Oct 28, 2024 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,539 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q3 2024 | Nov 14, 2024 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2024 | Nov 12, 2024 |
| Russell Investments Group, Ltd. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2024 | Feb 13, 2025 |
| IFP Advisors, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2024 | Feb 04, 2025 |
| Allworth Financial LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2024 | Jan 30, 2025 |