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ADI Global Distrib (ADIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FMR LLC
NEW
Shares10,999,272
Change+10,999,272
Value$197.1M
Filed 2026-11-10
Dimensional Fund Advisors LP
NEW
Shares3,904,217
Change+3,904,217
Value$70.0M
Filed 2026-11-04
Geode Capital Management, LLC
NEW
Shares1,753,230
Change+1,753,230
Value$31.4M
Filed 2026-11-06
Fisher Asset Management, LLC
NEW
Shares1,390,882
Change+1,390,882
Value$24.9M
Filed 2026-11-06
Pzena Investment Management LLC
NEW
Shares810,268
Change+810,268
Value$14.5M
Filed 2026-10-30
Boston Partners
NEW
Shares630,063
Change+630,063
Value$11.3M
Filed 2026-11-10
Royce & Associates LP
NEW
Shares546,168
Change+546,168
Value$9.8M
Filed 2026-11-09
Bank of New York Mellon Corp
NEW
Shares429,248
Change+429,248
Value$7.7M
Filed 2026-11-05
Principal Financial Group Inc
NEW
Shares334,499
Change+334,499
Value$6.0M
Filed 2026-11-02
Swedbank AB
NEW
Shares280,000
Change+280,000
Value$5.0M
Filed 2026-10-27
Public Sector Pension Investment Board
NEW
Shares237,621
Change+237,621
Value$3.9M
Filed 2026-11-10
Rhumbline Advisers
NEW
Shares175,404
Change+175,404
Value$3.1M
Filed 2026-11-10
Nuveen, LLC
NEW
Shares168,811
Change+168,811
Value$3.0M
Filed 2026-11-10
Russell Investments Group, Ltd.
NEW
Shares136,537
Change+136,537
Value$2.4M
Filed 2026-11-06
Pembroke Management, LTD
NEW
Shares98,381
Change+98,381
Value$1.8M
Filed 2026-10-21
New York State Teachers Retirement System
NEW
Shares77,869
Change+77,869
Value$1.4M
Filed 2026-10-22
Deutsche Bank Ag\
NEW
Shares75,525
Change+75,525
Value$1.4M
Filed 2026-11-06
Staley Capital Advisers Inc
NEW
Shares70,000
Change+70,000
Value$1.3M
Filed 2026-11-06
UBS Group AG
NEW
Shares66,801
Change+66,801
Value$1.2M
Filed 2026-11-10
Tweedy, Browne Co LLC
NEW
Shares56,017
Change+56,017
Value$1.0M
Filed 2026-11-04
Exchange Traded Concepts, LLC
NEW
Shares56,017
Change+56,017
Value$1.0M
Filed 2026-10-28
SEI Investments Co
NEW
Shares55,549
Change+55,549
Value$995.5K
Filed 2026-11-10
Creative Planning
NEW
Shares51,830
Change+51,830
Value$928.8K
Filed 2026-11-02
Heritage Investors Management Corp
NEW
Shares43,608
Change+43,608
Value$781.0K
Filed 2026-10-29
Fifth Third Bancorp
NEW
Shares38,898
Change+38,898
Value$697.1K
Filed 2026-11-05
Strs Ohio
NEW
Shares38,500
Change+38,500
Value$689.9K
Filed 2026-10-30
Illinois Municipal Retirement Fund
NEW
Shares37,941
Change+37,941
Value$679.9K
Filed 2026-11-05
Paralel Advisors LLC
NEW
Shares34,599
Change+34,599
Value$620.0K
Filed 2026-11-10
Zurcher Kantonalbank (Zurich Cantonalbank)
NEW
Shares34,510
Change+34,510
Value$618.4K
Filed 2026-11-10
Berkshire Asset Management LLC
NEW
Shares31,659
Change+31,659
Value$567.3K
Filed 2026-11-10
Louisiana State Employees Retirement System
NEW
Shares29,750
Change+29,750
Value$533.1K
Filed 2026-10-20
Handelsbanken Fonder AB
NEW
Shares28,000
Change+28,000
Value$502.0K
Filed 2026-11-09
Wolverine Asset Management LLC
NEW
Shares26,521
Change+26,521
Value$475.3K
Filed 2026-11-02
Universal- Beteiligungs- und Servicegesellschaft mbH
NEW
Shares21,284
Change+21,284
Value$381.4K
Filed 2026-11-10
Arizona State Retirement System
NEW
Shares19,174
Change+19,174
Value$343.6K
Filed 2026-11-03
Yousif Capital Management, LLC
NEW
Shares19,027
Change+19,027
Value$341.0K
Filed 2026-10-22
Police & Firemen's Retirement System of New Jersey
NEW
Shares18,645
Change+18,645
Value$334.1K
Filed 2026-11-09
Amalgamated Bank
NEW
Shares18,079
Change+18,079
Value$324.0K
Filed 2026-10-23
Teachers Retirement System of the State of Kentucky
NEW
Shares17,031
Change+17,031
Value$263.0K
Filed 2026-11-10
KLP Kapitalforvaltning AS
NEW
Shares16,800
Change+16,800
Value$301.1K
Filed 2026-11-10
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares16,457
Change+16,457
Value$294.9K
Filed 2026-11-03
Oregon Public Employees Retirement Fund
NEW
Shares15,668
Change+15,668
Value$280.8K
Filed 2026-10-30
Maryland State Retirement & Pension System
NEW
Shares15,590
Change+15,590
Value$279.4K
Filed 2026-11-05
State of Alaska, Department of Revenue
NEW
Shares14,539
Change+14,539
Value$260.0K
Filed 2026-10-15
LPL Financial LLC
NEW
Shares14,045
Change+14,045
Value$251.7K
Filed 2026-11-06
Voya Investment Management LLC
NEW
Shares13,299
Change+13,299
Value$238.3K
Filed 2026-11-10
Pictet Asset Management Holding SA
NEW
Shares10,873
Change+10,873
Value$194.8K
Filed 2026-11-03
Nisa Investment Advisors, LLC
NEW
Shares7,897
Change+7,897
Value$141.5K
Filed 2026-10-20
Citigroup Inc
NEW
Shares7,880
Change+7,880
Value$141.2K
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares7,094
Change+7,094
Value$127.1K
Filed 2026-11-06
Elyxium Wealth, LLC
NEW
Shares4,872
Change+4,872
Value$87.3K
Filed 2026-10-27
Global Retirement Partners, LLC
NEW
Shares3,781
Change+3,781
Value$67.8K
Filed 2026-11-10
Gamma Investing LLC
NEW
Shares3,185
Change+3,185
Value$57.1K
Filed 2026-10-08
Quent Capital, LLC
NEW
Shares2,670
Change+2,670
Value$48.9K
Filed 2026-11-09
Blue Trust, Inc.
NEW
Shares2,575
Change+2,575
Value$46.1K
Filed 2026-10-15
Signaturefd, LLC
NEW
Shares2,420
Change+2,420
Value$43.4K
Filed 2026-10-23
KBC Group NV
NEW
Shares2,262
Change+2,262
Value$41
Filed 2026-10-22
IFP Advisors, Inc
NEW
Shares1,977
Change+1,977
Value$35.4K
Filed 2026-10-16
Fulcrum Asset Management LLP
NEW
Shares1,644
Change+1,644
Value$31.2K
Filed 2026-11-04
Sterling Capital Management LLC
NEW
Shares1,500
Change+1,500
Value$26.9K
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
NEW
Shares1,277
Change+1,277
Value$22.9K
Filed 2026-10-27
Smartleaf Asset Management LLC
NEW
Shares1,274
Change+1,274
Value$24.2K
Filed 2026-11-10
Rothwell Investment Advisors, LLC
NEW
Shares1,070
Change+1,070
Value$19.2K
Filed 2026-11-06
US Bancorp \de\
NEW
Shares895
Change+895
Value$16.0K
Filed 2026-11-05
Nykredit A/S
NEW
Shares866
Change+866
Value$15.5K
Filed 2026-11-06
Tradewinds Capital Management, LLC
NEW
Shares791
Change+791
Value$14.2K
Filed 2026-10-23
Bessemer Group Inc
NEW
Shares759
Change+759
Value$13
Filed 2026-11-09
Salomon & Ludwin, LLC
NEW
Shares741
Change+741
Value$13.3K
Filed 2026-10-29
Blume Capital Management, Inc.
NEW
Shares550
Change+550
Value$9.9K
Filed 2026-10-26
Harbour Investments, Inc.
NEW
Shares523
Change+523
Value$9.4K
Filed 2026-11-09
Thompson Investment Management, Inc.
NEW
Shares349
Change+349
Value$6.3K
Filed 2026-10-14
Smithfield Trust Co
NEW
Shares316
Change+316
Value$5
Filed 2026-11-09
LOS Angeles Capital Management LLC
NEW
Shares290
Change+290
Value$5.2K
Filed 2026-11-10
TD Waterhouse Canada Inc.
NEW
Shares276
Change+276
Value$5.0K
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares272
Change+272
Value$4.9K
Filed 2026-10-21
Tower Trust & Investment Co
NEW
Shares259
Change+259
Value$4.6K
Filed 2026-10-28
Nfsg Corp
NEW
Shares216
Change+216
Value$3.9K
Filed 2026-10-15
Bare Financial Services, Inc
NEW
Shares200
Change+200
Value$3.6K
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares194
Change+194
Value$3.5K
Filed 2026-10-27
Triumph Capital Management
NEW
Shares187
Change+187
Value$3.4K
Filed 2026-10-14
Key FInancial Inc
NEW
Shares177
Change+177
Value$3.2K
Filed 2026-11-02
Larson Financial Group LLC
NEW
Shares176
Change+176
Value$3.2K
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares173
Change+173
Value$3.1K
Filed 2026-11-05
Godfrey Financial Associates, Inc.
NEW
Shares166
Change+166
Value$3.0K
Filed 2026-11-10
Assetmark, Inc
NEW
Shares146
Change+146
Value$2.6K
Filed 2026-10-21
Rothschild Investment LLC
NEW
Shares138
Change+138
Value$2.5K
Filed 2026-11-10
EverSource Wealth Advisors, LLC
NEW
Shares122
Change+122
Value$2.2K
Filed 2026-11-04
St. Johns Investment Management Company, LLC
NEW
Shares120
Change+120
Value$2.2K
Filed 2026-10-30
Mascoma Wealth Management LLC
NEW
Shares114
Change+114
Value$2.0K
Filed 2026-10-23
Anchor Investment Management, LLC
NEW
Shares112
Change+112
Value$2.0K
Filed 2026-11-10
Armstrong Advisory Group, Inc
NEW
Shares112
Change+112
Value$2.0K
Filed 2026-10-09
Jnba Financial Advisors
NEW
Shares111
Change+111
Value$2.0K
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW
Shares104
Change+104
Value$1.9K
Filed 2026-10-15
JFS Wealth Advisors, LLC
NEW
Shares100
Change+100
Value$1.8K
Filed 2026-11-03
Highline Wealth Partners LLC
NEW
Shares99
Change+99
Value$1.8K
Filed 2026-10-19
Clearstead Advisors, LLC
NEW
Shares96
Change+96
Value$1.7K
Filed 2026-11-06
Bayban
NEW
Shares91
Change+91
Value$1.6K
Filed 2026-11-10
J.Safra Asset Management Corp
NEW
Shares91
Change+91
Value$1.6K
Filed 2026-11-03
Montgomery Financial Services LLC
NEW
Shares85
Change+85
Value$1.5K
Filed 2026-11-03
Quaker Wealth Management, LLC
NEW
Shares83
Change+83
Value$1.5K
Filed 2026-10-22
Physician Wealth Advisors, Inc.
NEW
Shares80
Change+80
Value$1.4K
Filed 2026-10-20
Compass Financial Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$1.4K (-$326)
Filed 2026-10-30
SBI Securities Co., Ltd.
NEW
Shares78
Change+78
Value$1.4K
Filed 2026-10-22
Bell Investment Advisors, Inc
NEW
Shares76
Change+76
Value$1.4K
Filed 2026-10-29
Heritage Family Offices, LLP
NEW
Shares75
Change+75
Value$1.3K
Filed 2026-11-02
Parkside Financial Bank & Trust
NEW
Shares71
Change+71
Value$1.3K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares70
Change+70
Value$1.3K
Filed 2026-10-19
Farmers & Merchants Investments Inc
NEW
Shares66
Change+66
Value$1.2K
Filed 2026-10-22
Westside Investment Management, Inc.
NEW
Shares66
Change+66
Value$1.2K
Filed 2026-11-02
Zions Bancorporation, National Association
NEW
Shares64
Change+64
Value$1.1K
Filed 2026-11-06
True Wealth Design, LLC
NEW
Shares59
Change+59
Value$1.1K
Filed 2026-10-13
Financial Consulate, Inc
NEW
Shares57
Change+57
Value$1.0K
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
NEW
Shares55
Change+55
Value$986
Filed 2026-10-27
Mather Group, Llc.
NEW
Shares55
Change+55
Value$986
Filed 2026-10-14
Cullen T Bankers, Inc.
NEW
Shares54
Change+54
Value$968
Filed 2026-10-28
Compagnie Lombard Odier SCmA
NEW
Shares53
Change+53
Value$950
Filed 2026-11-04
Kingdom Financial Group Llc.
NEW
Shares53
Change+53
Value$950
Filed 2026-11-04
Bogart Wealth, LLC
NEW
Shares48
Change+48
Value$860
Filed 2026-11-10
Brown, Lisle Ings, Inc.
NEW
Shares46
Change+46
Value$824
Filed 2026-10-16
TD Private Client Wealth LLC
NEW
Shares46
Change+46
Value$824
Filed 2026-10-28
Pacific Center for Financial Services
NEW
Shares42
Change+42
Value$753
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
NEW
Shares41
Change+41
Value$1
Filed 2026-11-04
SouthState Bank Corp
NEW
Shares41
Change+41
Value$735
Filed 2026-11-09
Boyd Watterson Asset Management LLC
NEW
Shares38
Change+38
Value$681
Filed 2026-11-06
IFG Advisory, LLC
NEW
Shares37
Change+37
Value$663
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares37
Change+37
Value$663
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares36
Change+36
Value$646
Filed 2026-10-27
First Command Advisory Services, Inc.
NEW
Shares35
Change+35
Value$627
Filed 2026-11-05
Private Wealth Management Group, LLC
NEW
Shares35
Change+35
Value$628
Filed 2026-10-19
Measured Wealth Private Client Group, LLC
NEW
Shares34
Change+34
Value$609
Filed 2026-11-10
Bradley & Co. Private Wealth Management, LLC
NEW
Shares31
Change+31
Value$555
Filed 2026-10-23
Picton Mahoney Asset Management
NEW
Shares29
Change+29
Value$519
Filed 2026-11-09
Creative Capital Management Investments LLC
NEW
Shares28
Change+28
Value$502
Filed 2026-10-28
Game Plan Financial Advisors, LLC
NEW
Shares27
Change+27
Value$484
Filed 2026-11-10
Laurel Wealth Advisors LLC
NEW
Shares23
Change+23
Value$413
Filed 2026-10-27
Financial Management Professionals, Inc.
NEW
Shares22
Change+22
Value$394
Filed 2026-10-23
WPG Advisers, LLC
NEW
Shares21
Change+21
Value$376
Filed 2026-10-27
North Star Investment Management Corp.
NEW
Shares19
Change+19
Value$340
Filed 2026-10-27
Valley National Advisers Inc
NEW
Shares19
Change+19
Value$341
Filed 2026-10-23
Southern Michigan Bank & Trust
NEW
Shares16
Change+16
Value$287
Filed 2026-10-19
Manchester Capital Management LLC
NEW
Shares15
Change+15
Value$269
Filed 2026-10-22
Retirement Wealth Solutions LLC
NEW
Shares14
Change+14
Value$251
Filed 2026-10-07
SJS Investment Consulting Inc.
NEW
Shares14
Change+14
Value$251
Filed 2026-10-26
Evelyn Partners Group Ltd
NEW
Shares13
Change+13
Value$233
Filed 2026-11-10
DiNuzzo Private Wealth, Inc.
NEW
Shares13
Change+13
Value$233
Filed 2026-10-16
Asset Planning,Inc
NEW
Shares12
Change+12
Value$215
Filed 2026-10-26
Horizon Financial Services, LLC
NEW
Shares12
Change+12
Value$215
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
NEW
Shares11
Change+11
Value$197
Filed 2026-11-03
Downshift Financial, LLC
NEW
Shares10
Change+10
Value$179
Filed 2026-10-13
Kelleher Financial Advisors
NEW
Shares10
Change+10
Value$179
Filed 2026-10-30
Gilpin Wealth Management, LLC
NEW
Shares10
Change+10
Value$180
Filed 2026-10-09
Fortis Group Advisors, LLC
NEW
Shares8
Change+8
Value$143
Filed 2026-11-06
West Branch Capital LLC
NEW
Shares8
Change+8
Value$144
Filed 2026-10-20
TD Capital Management LLC
NEW
Shares4
Change+4
Value$72
Filed 2026-11-10
Asset Dedication, LLC
NEW
Shares4
Change+4
Value$72
Filed 2026-11-03
Elevated Capital Advisors, LLC
NEW
Shares4
Change+4
Value$72
Filed 2026-11-04
Abound Wealth Management
NEW
Shares4
Change+4
Value$72
Filed 2026-10-26
Holos Integrated Wealth LLC
NEW
Shares4
Change+4
Value$61
Filed 2026-10-23
Fairman Group, LLC
NEW
Shares3
Change+3
Value$54
Filed 2026-10-26
Birchbrook, Inc.
NEW
Shares2
Change+2
Value$36
Filed 2026-10-14
DecisionPoint Financial, LLC
NEW
Shares2
Change+2
Value$36
Filed 2026-10-27
GHP Investment Advisors, Inc.
NEW
Shares2
Change+2
Value$36
Filed 2026-10-15
Canton Hathaway, LLC
NEW
Shares2
Change+2
Value$36
Filed 2026-10-23
Phillip James Consulting Co.
NEW
Shares1
Change+1
Value$18
Filed 2026-11-03
Status
FMR LLC
NEW10,999,272—+10,999,272——$197.1M—2026-11-10
Dimensional Fund Advisors LP
NEW3,904,217—+3,904,217——$70.0M—2026-11-04
Geode Capital Management, LLC
NEW1,753,230—+1,753,230——$31.4M—2026-11-06
Fisher Asset Management, LLC
NEW1,390,882—+1,390,882——$24.9M—2026-11-06
Pzena Investment Management LLC
NEW810,268—+810,268——$14.5M—2026-10-30
Boston Partners
NEW630,063—+630,063——$11.3M—2026-11-10
Royce & Associates LP
NEW546,168—+546,168——$9.8M—2026-11-09
Bank of New York Mellon Corp
NEW429,248—+429,248——$7.7M—2026-11-05
Principal Financial Group Inc
NEW334,499—+334,499——$6.0M—2026-11-02
Swedbank AB
NEW280,000—+280,000——$5.0M—2026-10-27
Public Sector Pension Investment Board
NEW237,621—+237,621——$3.9M—2026-11-10
Rhumbline Advisers
NEW175,404—+175,404——$3.1M—2026-11-10
Nuveen, LLC
NEW168,811—+168,811——$3.0M—2026-11-10
Russell Investments Group, Ltd.
NEW136,537—+136,537——$2.4M—2026-11-06
Pembroke Management, LTD
NEW98,381—+98,381——$1.8M—2026-10-21
New York State Teachers Retirement System
NEW77,869—+77,869——$1.4M—2026-10-22
Deutsche Bank Ag\
NEW75,525—+75,525——$1.4M—2026-11-06
Staley Capital Advisers Inc
NEW70,000—+70,000——$1.3M—2026-11-06
UBS Group AG
NEW66,801—+66,801——$1.2M—2026-11-10
Tweedy, Browne Co LLC
NEW56,017—+56,017——$1.0M—2026-11-04
Exchange Traded Concepts, LLC
NEW56,017—+56,017——$1.0M—2026-10-28
SEI Investments Co
NEW55,549—+55,549——$995.5K—2026-11-10
Creative Planning
NEW51,830—+51,830——$928.8K—2026-11-02
Heritage Investors Management Corp
NEW43,608—+43,608——$781.0K—2026-10-29
Fifth Third Bancorp
NEW38,898—+38,898——$697.1K—2026-11-05
Strs Ohio
NEW38,500—+38,500——$689.9K—2026-10-30
Illinois Municipal Retirement Fund
NEW37,941—+37,941——$679.9K—2026-11-05
Paralel Advisors LLC
NEW34,599—+34,599——$620.0K—2026-11-10
Zurcher Kantonalbank (Zurich Cantonalbank)
NEW34,510—+34,510——$618.4K—2026-11-10
Berkshire Asset Management LLC
NEW31,659—+31,659——$567.3K—2026-11-10
Louisiana State Employees Retirement System
NEW29,750—+29,750——$533.1K—2026-10-20
Handelsbanken Fonder AB
NEW28,000—+28,000——$502.0K—2026-11-09
Wolverine Asset Management LLC
NEW26,521—+26,521——$475.3K—2026-11-02
Universal- Beteiligungs- und Servicegesellschaft mbH
NEW21,284—+21,284——$381.4K—2026-11-10
Arizona State Retirement System
NEW19,174—+19,174——$343.6K—2026-11-03
Yousif Capital Management, LLC
NEW19,027—+19,027——$341.0K—2026-10-22
Police & Firemen's Retirement System of New Jersey
NEW18,645—+18,645——$334.1K—2026-11-09
Amalgamated Bank
NEW18,079—+18,079——$324.0K—2026-10-23
Teachers Retirement System of the State of Kentucky
NEW17,031—+17,031——$263.0K—2026-11-10
KLP Kapitalforvaltning AS
NEW16,800—+16,800——$301.1K—2026-11-10
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW16,457—+16,457——$294.9K—2026-11-03
Oregon Public Employees Retirement Fund
NEW15,668—+15,668——$280.8K—2026-10-30
Maryland State Retirement & Pension System
NEW15,590—+15,590——$279.4K—2026-11-05
State of Alaska, Department of Revenue
NEW14,539—+14,539——$260.0K—2026-10-15
LPL Financial LLC
NEW14,045—+14,045——$251.7K—2026-11-06
Voya Investment Management LLC
NEW13,299—+13,299——$238.3K—2026-11-10
Pictet Asset Management Holding SA
NEW10,873—+10,873——$194.8K—2026-11-03
Nisa Investment Advisors, LLC
NEW7,897—+7,897——$141.5K—2026-10-20
Citigroup Inc
NEW7,880—+7,880——$141.2K—2026-11-04
PNC Financial Services Group, Inc.
NEW7,094—+7,094——$127.1K—2026-11-06
Elyxium Wealth, LLC
NEW4,872—+4,872——$87.3K—2026-10-27
Global Retirement Partners, LLC
NEW3,781—+3,781——$67.8K—2026-11-10
Gamma Investing LLC
NEW3,185—+3,185——$57.1K—2026-10-08
Quent Capital, LLC
NEW2,670—+2,670——$48.9K—2026-11-09
Blue Trust, Inc.
NEW2,575—+2,575——$46.1K—2026-10-15
Signaturefd, LLC
NEW2,420—+2,420——$43.4K—2026-10-23
KBC Group NV
NEW2,262—+2,262——$41—2026-10-22
IFP Advisors, Inc
NEW1,977—+1,977——$35.4K—2026-10-16
Fulcrum Asset Management LLP
NEW1,644—+1,644——$31.2K—2026-11-04
Sterling Capital Management LLC
NEW1,500—+1,500——$26.9K—2026-10-22
Pinnacle Wealth Planning Services, Inc.
NEW1,277—+1,277——$22.9K—2026-10-27
Smartleaf Asset Management LLC
NEW1,274—+1,274——$24.2K—2026-11-10
Rothwell Investment Advisors, LLC
NEW1,070—+1,070——$19.2K—2026-11-06
US Bancorp \de\
NEW895—+895——$16.0K—2026-11-05
Nykredit A/S
NEW866—+866——$15.5K—2026-11-06
Tradewinds Capital Management, LLC
NEW791—+791——$14.2K—2026-10-23
Bessemer Group Inc
NEW759—+759——$13—2026-11-09
Salomon & Ludwin, LLC
NEW741—+741——$13.3K—2026-10-29
Blume Capital Management, Inc.
NEW550—+550——$9.9K—2026-10-26
Harbour Investments, Inc.
NEW523—+523——$9.4K—2026-11-09
Thompson Investment Management, Inc.
NEW349—+349——$6.3K—2026-10-14
Smithfield Trust Co
NEW316—+316——$5—2026-11-09
LOS Angeles Capital Management LLC
NEW290—+290——$5.2K—2026-11-10
TD Waterhouse Canada Inc.
NEW276—+276——$5.0K—2026-10-16
Root Financial Partners, LLC
NEW272—+272——$4.9K—2026-10-21
Tower Trust & Investment Co
NEW259—+259——$4.6K—2026-10-28
Nfsg Corp
NEW216—+216——$3.9K—2026-10-15
Bare Financial Services, Inc
NEW200—+200——$3.6K—2026-11-04
Birch Financial Group, LLC
NEW194—+194——$3.5K—2026-10-27
Triumph Capital Management
NEW187—+187——$3.4K—2026-10-14
Key FInancial Inc
NEW177—+177——$3.2K—2026-11-02
Larson Financial Group LLC
NEW176—+176——$3.2K—2026-11-05
Rossby Financial, LCC
NEW173—+173——$3.1K—2026-11-05
Godfrey Financial Associates, Inc.
NEW166—+166——$3.0K—2026-11-10
Assetmark, Inc
NEW146—+146——$2.6K—2026-10-21
Rothschild Investment LLC
NEW138—+138——$2.5K—2026-11-10
EverSource Wealth Advisors, LLC
NEW122—+122——$2.2K—2026-11-04
St. Johns Investment Management Company, LLC
NEW120—+120——$2.2K—2026-10-30
Mascoma Wealth Management LLC
NEW114—+114——$2.0K—2026-10-23
Anchor Investment Management, LLC
NEW112—+112——$2.0K—2026-11-10
Armstrong Advisory Group, Inc
NEW112—+112——$2.0K—2026-10-09
Jnba Financial Advisors
NEW111—+111——$2.0K—2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW104—+104——$1.9K—2026-10-15
JFS Wealth Advisors, LLC
NEW100—+100——$1.8K—2026-11-03
Highline Wealth Partners LLC
NEW99—+99——$1.8K—2026-10-19
Clearstead Advisors, LLC
NEW96—+96——$1.7K—2026-11-06
Bayban
NEW91—+91——$1.6K—2026-11-10
J.Safra Asset Management Corp
NEW91—+91——$1.6K—2026-11-03
Montgomery Financial Services LLC
NEW85—+85——$1.5K—2026-11-03
Quaker Wealth Management, LLC
NEW83—+83——$1.5K—2026-10-22
Physician Wealth Advisors, Inc.
NEW80—+80——$1.4K—2026-10-20
Compass Financial Management LLC
UNCHANGED808000%$1.8K$1.4K-$3262026-10-30
SBI Securities Co., Ltd.
NEW78—+78——$1.4K—2026-10-22
Bell Investment Advisors, Inc
NEW76—+76——$1.4K—2026-10-29
Heritage Family Offices, LLP
NEW75—+75——$1.3K—2026-11-02
Parkside Financial Bank & Trust
NEW71—+71——$1.3K—2026-10-27
UMB Private Wealth Management, LLC
NEW70—+70——$1.3K—2026-10-19
Farmers & Merchants Investments Inc
NEW66—+66——$1.2K—2026-10-22
Westside Investment Management, Inc.
NEW66—+66——$1.2K—2026-11-02
Zions Bancorporation, National Association
NEW64—+64——$1.1K—2026-11-06
True Wealth Design, LLC
NEW59—+59——$1.1K—2026-10-13
Financial Consulate, Inc
NEW57—+57——$1.0K—2026-10-23
Cassaday & Co Wealth Management LLC
NEW55—+55——$986—2026-10-27
Mather Group, Llc.
NEW55—+55——$986—2026-10-14
Cullen T Bankers, Inc.
NEW54—+54——$968—2026-10-28
Compagnie Lombard Odier SCmA
NEW53—+53——$950—2026-11-04
Kingdom Financial Group Llc.
NEW53—+53——$950—2026-11-04
Bogart Wealth, LLC
NEW48—+48——$860—2026-11-10
Brown, Lisle Ings, Inc.
NEW46—+46——$824—2026-10-16
TD Private Client Wealth LLC
NEW46—+46——$824—2026-10-28
Pacific Center for Financial Services
NEW42—+42——$753—2026-10-15
Hazlett, Burt & Watson, Inc.
NEW41—+41——$1—2026-11-04
SouthState Bank Corp
NEW41—+41——$735—2026-11-09
Boyd Watterson Asset Management LLC
NEW38—+38——$681—2026-11-06
IFG Advisory, LLC
NEW37—+37——$663—2026-11-09
Ascentis Independent Advisors
NEW37—+37——$663—2026-11-03
William Mack & Associates, Inc.
NEW36—+36——$646—2026-10-27
First Command Advisory Services, Inc.
NEW35—+35——$627—2026-11-05
Private Wealth Management Group, LLC
NEW35—+35——$628—2026-10-19
Measured Wealth Private Client Group, LLC
NEW34—+34——$609—2026-11-10
Bradley & Co. Private Wealth Management, LLC
NEW31—+31——$555—2026-10-23
Picton Mahoney Asset Management
NEW29—+29——$519—2026-11-09
Creative Capital Management Investments LLC
NEW28—+28——$502—2026-10-28
Game Plan Financial Advisors, LLC
NEW27—+27——$484—2026-11-10
Laurel Wealth Advisors LLC
NEW23—+23——$413—2026-10-27
Financial Management Professionals, Inc.
NEW22—+22——$394—2026-10-23
WPG Advisers, LLC
NEW21—+21——$376—2026-10-27
North Star Investment Management Corp.
NEW19—+19——$340—2026-10-27
Valley National Advisers Inc
NEW19—+19——$341—2026-10-23
Southern Michigan Bank & Trust
NEW16—+16——$287—2026-10-19
Manchester Capital Management LLC
NEW15—+15——$269—2026-10-22
Retirement Wealth Solutions LLC
NEW14—+14——$251—2026-10-07
SJS Investment Consulting Inc.
NEW14—+14——$251—2026-10-26
Evelyn Partners Group Ltd
NEW13—+13——$233—2026-11-10
DiNuzzo Private Wealth, Inc.
NEW13—+13——$233—2026-10-16
Asset Planning,Inc
NEW12—+12——$215—2026-10-26
Horizon Financial Services, LLC
NEW12—+12——$215—2026-11-04
Bay Harbor Wealth Management, LLC
NEW11—+11——$197—2026-11-03
Downshift Financial, LLC
NEW10—+10——$179—2026-10-13
Kelleher Financial Advisors
NEW10—+10——$179—2026-10-30
Gilpin Wealth Management, LLC
NEW10—+10——$180—2026-10-09
Fortis Group Advisors, LLC
NEW8—+8——$143—2026-11-06
West Branch Capital LLC
NEW8—+8——$144—2026-10-20
TD Capital Management LLC
NEW4—+4——$72—2026-11-10
Asset Dedication, LLC
NEW4—+4——$72—2026-11-03
Elevated Capital Advisors, LLC
NEW4—+4——$72—2026-11-04
Abound Wealth Management
NEW4—+4——$72—2026-10-26
Holos Integrated Wealth LLC
NEW4—+4——$61—2026-10-23
Fairman Group, LLC
NEW3—+3——$54—2026-10-26
Birchbrook, Inc.
NEW2—+2——$36—2026-10-14
DecisionPoint Financial, LLC
NEW2—+2——$36—2026-10-27
GHP Investment Advisors, Inc.
NEW2—+2——$36—2026-10-15
Canton Hathaway, LLC
NEW2—+2——$36—2026-10-23
Phillip James Consulting Co.
NEW1—+1——$18—2026-11-03
Showing 164 of 164 institutions