IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Agnc Investment Corp (AGNC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares22,865,998 from 24,487,679
Change-1,621,681 (-7%)
Value$207.4M (-$59.5M)
Filed 2026-11-06
Equity Investment Corp
DECREASED
Shares7,422,910 from 9,736,044
Change-2,313,134 (-24%)
Value$67.3M (-$38.8M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares6,806,077 from 5,999,787
Change+806,290 (+13%)
Value$61.7M (-$3.7M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares6,569,062 from 3,686,395
Change+2,882,667 (+78%)
Value$59.6M (+$19.4M)
Filed 2026-11-05
Davidson Investment Advisors
DECREASED
Shares3,322,527 from 3,371,067
Change-48,540 (-1%)
Value$30.1M (-$6.6M)
Filed 2026-10-20
Principal Financial Group Inc
INCREASED
Shares2,722,186 from 12,365
Change+2,709,821 (+21915%)
Value$24.7M (+$24.6M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,119,593 from 290,842
Change+1,828,751 (+629%)
Value$19.0M (+$15.8M)
Filed 2026-11-04
Dupree Financial Group, LLC
INCREASED
Shares1,901,855 from 1,422,255
Change+479,600 (+34%)
Value$17.2M (+$1.7M)
Filed 2026-10-09
Barclays PLC
INCREASED
Shares1,637,469 from 62,860
Change+1,574,609 (+2505%)
Value$14.9M (+$14.2M)
Filed 2026-11-06
Retirement Systems of Alabama
NEW
Shares1,611,365
Change+1,611,365
Value$14.6M
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,528,814 from 1,267,259
Change+261,555 (+21%)
Value$13.0M (-$918.5K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares1,096,094 from 1,017,021
Change+79,073 (+8%)
Value$9.9M (-$1.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares694,559 from 441,048
Change+253,511 (+57%)
Value$6.3M (+$1.5M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
INCREASED
Shares689,868 from 467,809
Change+222,059 (+47%)
Value$6.3M (+$1.2M)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares688,941 from 586,310
Change+102,631 (+18%)
Value$6.2M (-$160.3K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED
Shares649,342 from 224,938
Change+424,404 (+189%)
Value$5.9M (+$3.4M)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares609,442 from 584,361
Change+25,081 (+4%)
Value$5.6M (-$838.8K)
Filed 2026-10-23
KBC Group NV
INCREASED
Shares585,953 from 574,465
Change+11,488 (+2%)
Value$5.3M (-$947.0K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares574,000 from 574,000
Change0 (0%)
Value$5.2M (-$1.1M)
Filed 2026-11-05
Amalgamated Bank
INCREASED
Shares526,201 from 51,780
Change+474,421 (+916%)
Value$4.8M (+$4.2M)
Filed 2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares497,810 from 515,099
Change-17,289 (-3%)
Value$4.5M (-$1.1M)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares495,801 from 516,819
Change-21,018 (-4%)
Value$4.5M (-$1.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares446,660 from 293,745
Change+152,915 (+52%)
Value$4.1M (+$849.4K)
Filed 2026-11-02
Mutual of America Capital Management LLC
INCREASED
Shares431,793 from 11,270
Change+420,523 (+3731%)
Value$3.9M (+$3.8M)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares408,165 from 412,690
Change-4,525 (-1%)
Value$3.7M (-$796.3K)
Filed 2026-10-13
LFG Wealth Partners, LLC
INCREASED
Shares399,407 from 354,210
Change+45,197 (+13%)
Value$3.6M (-$238.3K)
Filed 2026-10-28
New York State Teachers Retirement System
NEW
Shares377,076
Change+377,076
Value$3.4M
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares363,070 from 478,136
Change-115,066 (-24%)
Value$3.3M (-$1.9M)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares362,595 from 352,260
Change+10,335 (+3%)
Value$3.3M (-$495.2K)
Filed 2026-10-30
Penn Mutual Asset Management
UNCHANGED
Shares360,000 from 360,000
Change0 (0%)
Value$3.3M (-$658.8K)
Filed 2026-10-19
Yousif Capital Management, LLC
INCREASED
Shares352,308 from 55,711
Change+296,597 (+532%)
Value$3.2M (+$2.6M)
Filed 2026-10-22
Louisiana State Employees Retirement System
NEW
Shares352,200
Change+352,200
Value$3.2M
Filed 2026-10-20
Handelsbanken Fonder AB
DECREASED
Shares350,082 from 353,300
Change-3,218 (-1%)
Value$3.2M (-$676.0K)
Filed 2026-11-09
State of New Jersey Common Pension Fund D
INCREASED
Shares338,084 from 331,388
Change+6,696 (+2%)
Value$3.1M (-$545.7K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares329,063 from 381,039
Change-51,976 (-14%)
Value$3.0M (-$1.2M)
Filed 2026-11-02
Arizona State Retirement System
INCREASED
Shares323,429 from 309,935
Change+13,494 (+4%)
Value$2.9M (-$444.8K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares319,472 from 282,906
Change+36,566 (+13%)
Value$2.9M (-$186.1K)
Filed 2026-11-03
Virginia Retirement Systems ET Al
DECREASED
Shares301,156 from 372,656
Change-71,500 (-19%)
Value$2.7M (-$1.3M)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares282,968
Change+282,968
Value$2.6M
Filed 2026-11-03
State of Michigan Retirement System
NEW
Shares278,100
Change+278,100
Value$2.5M
Filed 2026-10-27
Sowell Financial Services LLC
INCREASED
Shares274,300 from 266,943
Change+7,357 (+3%)
Value$2.5M (-$421.8K)
Filed 2026-10-23
GraniteShares Advisors LLC
INCREASED
Shares261,960 from 257,910
Change+4,050 (+2%)
Value$2.4M (-$435.2K)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares252,799 from 213,483
Change+39,316 (+18%)
Value$2.3M (-$34.1K)
Filed 2026-10-23
New Mexico Educational Retirement Board
NEW
Shares249,500
Change+249,500
Value$2.3M
Filed 2026-11-05
Oregon Public Employees Retirement Fund
NEW
Shares245,600
Change+245,600
Value$2.2M
Filed 2026-10-30
Ethic Inc.
DECREASED
Shares241,805 from 287,317
Change-45,512 (-16%)
Value$2.2M (-$938.6K)
Filed 2026-11-03
Nordea Investment Management AB
INCREASED
Shares235,561 from 130,845
Change+104,716 (+80%)
Value$2.2M (+$730.4K)
Filed 2026-11-09
LBP AM SA
NEW
Shares234,315
Change+234,315
Value$2.1M
Filed 2026-11-06
Nisa Investment Advisors, LLC
INCREASED
Shares231,885 from 224,290
Change+7,595 (+3%)
Value$2.1M (-$340.6K)
Filed 2026-10-20
Russell Investments Group, Ltd.
INCREASED
Shares231,294 from 226,255
Change+5,039 (+2%)
Value$2.1M (-$367.0K)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares225,820 from 198,802
Change+27,018 (+14%)
Value$2.0M (-$118.8K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares223,539 from 236,553
Change-13,014 (-5%)
Value$2.0M (-$550.9K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares221,256 from 72,886
Change+148,370 (+204%)
Value$2.0M (+$1.2M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares204,684 from 150,886
Change+53,798 (+36%)
Value$1.9M (+$211.8K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares202,107 from 193,704
Change+8,403 (+4%)
Value$1.8M (-$278.3K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares180,378 from 797,203
Change-616,825 (-77%)
Value$1.6M (-$7.1M)
Filed 2026-11-04
Pictet Asset Management Holding SA
DECREASED
Shares174,629 from 177,858
Change-3,229 (-2%)
Value$1.6M (-$354.8K)
Filed 2026-11-03
New York Life Investment Management LLC
INCREASED
Shares170,194 from 143,405
Change+26,789 (+19%)
Value$1.5M (-$19.5K)
Filed 2026-11-04
Innova Wealth Partners
INCREASED
Shares166,209 from 161,244
Change+4,965 (+3%)
Value$1.5M (-$250.0K)
Filed 2026-10-21
Amundi
DECREASED
Shares164,901 from 175,214
Change-10,313 (-6%)
Value$1.5M (-$414.2K)
Filed 2026-11-06
Fortitude Financial, LLC
INCREASED
Shares156,711 from 156,548
Change+163 (+0%)
Value$1.4M (-$285.0K)
Filed 2026-10-19
Bank of Montreal
INCREASED
Shares153,392 from 88,035
Change+65,357 (+74%)
Value$1.4M (+$431.7K)
Filed 2026-11-09
HBK Sorce Advisory LLC
INCREASED
Shares151,716 from 138,590
Change+13,126 (+9%)
Value$1.3M (-$140.6K)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares147,373 from 88,473
Change+58,900 (+67%)
Value$1.3M (+$372.3K)
Filed 2026-11-03
AlphaCore Capital LLC
DECREASED
Shares137,365 from 145,660
Change-8,295 (-6%)
Value$1.3M (-$329.2K)
Filed 2026-11-04
Norden Group LLC
DECREASED
Shares133,881 from 135,967
Change-2,086 (-2%)
Value$1.2M (-$267.8K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares125,375 from 114,189
Change+11,186 (+10%)
Value$1.1M (-$107.5K)
Filed 2026-10-23
Sullivan Wood Capital Management LLC
INCREASED
Shares120,018 from 119,900
Change+118 (+0%)
Value$1.1M (-$218.3K)
Filed 2026-10-13
Squarepoint Ops LLC
DECREASED
Shares117,102 from 331,189
Change-214,087 (-65%)
Value$1.1M (-$2.5M)
Filed 2026-11-09
Collar Capital Management, LLC
DECREASED
Shares115,960 from 117,260
Change-1,300 (-1%)
Value$1.1M (-$226.4K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares114,162 from 103,427
Change+10,735 (+10%)
Value$1.0M (-$92.0K)
Filed 2026-10-26
State of Alaska, Department of Revenue
NEW
Shares112,295
Change+112,295
Value$1.0M
Filed 2026-10-15
Inspire Investing, LLC
INCREASED
Shares112,241 from 57,938
Change+54,303 (+94%)
Value$1.0M (+$386.5K)
Filed 2026-10-22
iA Global Asset Management Inc.
INCREASED
Shares109,285 from 28,739
Change+80,546 (+280%)
Value$991.0K (+$678.0K)
Filed 2026-10-29
GoalVest Advisory LLC
INCREASED
Shares108,379 from 96,949
Change+11,430 (+12%)
Value$983.0K (-$73.7K)
Filed 2026-10-02
Concurrent Investment Advisors, LLC
INCREASED
Shares106,558 from 12,233
Change+94,325 (+771%)
Value$966.5K (+$833.1K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares106,377 from 104,574
Change+1,803 (+2%)
Value$1.2M (+$19.7K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares106,043 from 99,232
Change+6,811 (+7%)
Value$961.8K (-$119.8K)
Filed 2026-10-20
Hantz Financial Services, Inc.
INCREASED
Shares102,054 from 14,613
Change+87,441 (+598%)
Value$926.0K (+$767.0K)
Filed 2026-11-09
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares100,944 from 333,084
Change-232,140 (-70%)
Value$854.0K (-$2.8M)
Filed 2026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares96,031 from 91,432
Change+4,599 (+5%)
Value$871.0K (-$125.6K)
Filed 2026-11-04
Wiregrass Investment Management LLC
INCREASED
Shares94,211 from 91,910
Change+2,301 (+3%)
Value$854.5K (-$147.3K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares92,158 from 87,741
Change+4,417 (+5%)
Value$812.8K (-$120.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares92,158 from 87,741
Change+4,417 (+5%)
Value$812.8K (-$120.7K)
Filed 2026-10-20
Cooper Financial Group
DECREASED
Shares88,381 from 132,397
Change-44,016 (-33%)
Value$801.6K (-$641.5K)
Filed 2026-10-07
Brookstone Capital Management
INCREASED
Shares87,910 from 75,427
Change+12,483 (+17%)
Value$797.3K (-$24.8K)
Filed 2026-10-22
Securian Asset Management, Inc
NEW
Shares87,088
Change+87,088
Value$789.9K
Filed 2026-11-06
Balefire, LLC
DECREASED
Shares86,079 from 220,312
Change-134,233 (-61%)
Value$780.7K (-$1.6M)
Filed 2026-10-09
Guidance Capital, Inc
DECREASED
Shares84,196 from 102,335
Change-18,139 (-18%)
Value$731.7K (-$438.0K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED
Shares80,403 from 80,543
Change-140 (0%)
Value$729.3K (-$148.7K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares80,027 from 64,101
Change+15,926 (+25%)
Value$725.8K (+$27.1K)
Filed 2026-11-09
American Assets Investment Management, LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$2.0M (+$9.6K)
Filed 2026-10-30
Swiss Life Asset Management Ltd
INCREASED
Shares78,360 from 76,206
Change+2,154 (+3%)
Value$710.7K (-$119.9K)
Filed 2026-11-03
Howard Financial Services, Ltd.
INCREASED
Shares78,302 from 76,372
Change+1,930 (+3%)
Value$710.2K (-$122.3K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares77,361 from 54,881
Change+22,480 (+41%)
Value$701.7K (+$103.5K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares76,570 from 73,805
Change+2,765 (+4%)
Value$664.6K (-$156.8K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
DECREASED
Shares76,202 from 79,983
Change-3,781 (-5%)
Value$691.2K (-$180.7K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
DECREASED
Shares75,581 from 75,595
Change-14 (0%)
Value$685.5K (-$138.5K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED
Shares75,234 from 71,081
Change+4,153 (+6%)
Value$682.4K (-$92.4K)
Filed 2026-10-15
LexAurum Advisors, LLC
INCREASED
Shares74,378 from 74,314
Change+64 (+0%)
Value$674.6K (-$135.4K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares72,098 from 72,006
Change+92 (+0%)
Value$653.9K (-$130.9K)
Filed 2026-10-14
Sage Mountain Advisors LLC
DECREASED
Shares71,787 from 94,702
Change-22,915 (-24%)
Value$651.1K (-$381.1K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares71,260 from 71,590
Change-330 (0%)
Value$646.3K (-$134.0K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares71,084 from 59,532
Change+11,552 (+19%)
Value$644.7K (-$4.2K)
Filed 2026-10-29
Intrua Financial, LLC
INCREASED
Shares70,991 from 70,685
Change+306 (+0%)
Value$643.9K (-$126.6K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares70,788 from 66,579
Change+4,209 (+6%)
Value$642.0K (-$83.7K)
Filed 2026-11-03
Lecap Asset Management LTD
INCREASED
Shares68,416 from 58,765
Change+9,651 (+16%)
Value$620.5K (-$20.0K)
Filed 2026-10-27
Maryland State Retirement & Pension System
UNCHANGED
Shares65,944 from 65,944
Change0 (0%)
Value$598.1K (-$120.7K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares65,389 from 48,713
Change+16,676 (+34%)
Value$607.2K (+$70.9K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares64,282 from 32,994
Change+31,288 (+95%)
Value$591.1K (+$232.0K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares64,222 from 71,378
Change-7,156 (-10%)
Value$582.5K (-$195.5K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares63,641 from 64,534
Change-893 (-1%)
Value$577.2K (-$126.2K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
UNCHANGED
Shares62,000 from 62,000
Change0 (0%)
Value$562.3K (-$113.5K)
Filed 2026-10-14
Mount Lucas Management LP
INCREASED
Shares61,469 from 58,559
Change+2,910 (+5%)
Value$557.5K (-$80.8K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares59,812 from 75,826
Change-16,014 (-21%)
Value$542.5K (-$284.0K)
Filed 2026-11-09
Firethorn Wealth Partners, LLC
DECREASED
Shares58,383 from 65,665
Change-7,282 (-11%)
Value$529.5K (-$186.2K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
INCREASED
Shares57,388 from 54,761
Change+2,627 (+5%)
Value$520.5K (-$76.4K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares56,906 from 19,452
Change+37,454 (+193%)
Value$516.1K (+$304.1K)
Filed 2026-11-06
Parisi Gray Wealth Management
INCREASED
Shares56,142 from 50,429
Change+5,713 (+11%)
Value$509.2K (-$40.5K)
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares56,026 from 56,970
Change-944 (-2%)
Value$508.2K (-$112.8K)
Filed 2026-10-22
First Affirmative Financial Network
NEW
Shares53,780
Change+53,780
Value$487.8K
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares49,933 from 65,768
Change-15,835 (-24%)
Value$434.4K (-$277.9K)
Filed 2026-10-28
Cane Capital Partners, LLC
DECREASED
Shares49,318 from 49,384
Change-66 (0%)
Value$447.3K (-$91.0K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares48,757 from 33,950
Change+14,807 (+44%)
Value$442.5K (+$72.3K)
Filed 2026-10-28
Simplify Asset Management Inc.
DECREASED
Shares47,602 from 115,485
Change-67,883 (-59%)
Value$431.8K (-$827.0K)
Filed 2026-10-27
IFG Advisory, LLC
DECREASED
Shares46,158 from 55,882
Change-9,724 (-17%)
Value$418.7K (-$190.5K)
Filed 2026-11-09
IFP Advisors, Inc
DECREASED
Shares45,964 from 57,505
Change-11,541 (-20%)
Value$416.9K (-$209.9K)
Filed 2026-10-16
Fisher Asset Management, LLC
DECREASED
Shares45,872 from 60,754
Change-14,882 (-24%)
Value$416.1K (-$246.2K)
Filed 2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED
Shares45,409 from 41,853
Change+3,556 (+9%)
Value$411.9K (-$44.3K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED
Shares45,324 from 41,039
Change+4,285 (+10%)
Value$411.1K (-$36.2K)
Filed 2026-10-05
ProShare Advisors LLC
NEW
Shares45,050
Change+45,050
Value$408.6K
Filed 2026-10-29
Kingstone Capital Partners Texas, LLC
INCREASED
Shares43,815 from 40,810
Change+3,005 (+7%)
Value$397.4K (-$47.4K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares43,446 from 70,476
Change-27,030 (-38%)
Value$394.0K (-$374.0K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares43,091 from 39,414
Change+3,677 (+9%)
Value$390.8K (-$38.8K)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares41,734 from 41,604
Change+130 (+0%)
Value$378.5K (-$75.0K)
Filed 2026-10-13
Washington Trust Bank
UNCHANGED
Shares41,700 from 41,700
Change0 (0%)
Value$378.2K (-$76.3K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares41,615 from 38,991
Change+2,624 (+7%)
Value$377.4K (-$47.6K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares41,362 from 37,671
Change+3,691 (+10%)
Value$375.2K (-$35.5K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares41,301 from 40,638
Change+663 (+2%)
Value$374.6K (-$68.4K)
Filed 2026-10-23
Abel Hall, LLC
DECREASED
Shares41,275 from 42,574
Change-1,299 (-3%)
Value$374.4K (-$89.7K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares40,578 from 39,525
Change+1,053 (+3%)
Value$368.0K (-$62.8K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares40,000 from 41,000
Change-1,000 (-2%)
Value$362.8K (-$84.1K)
Filed 2026-10-28
PUREfi Wealth, LLC
NEW
Shares38,905
Change+38,905
Value$352.9K
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares38,665 from 35,031
Change+3,634 (+10%)
Value$350.7K (-$31.1K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares38,309 from 38,648
Change-339 (-1%)
Value$347.5K (-$73.8K)
Filed 2026-10-27
Lifestyle Asset Management, Inc.
INCREASED
Shares37,786 from 34,522
Change+3,264 (+9%)
Value$342.7K (-$33.6K)
Filed 2026-10-20
Praxis Investment Management Inc
DECREASED
Shares36,016 from 39,508
Change-3,492 (-9%)
Value$327.0K (-$104.0K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares35,641 from 20,360
Change+15,281 (+75%)
Value$309.4K (+$84.0K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED
Shares35,621 from 35,875
Change-254 (-1%)
Value$323.1K (-$68.0K)
Filed 2026-10-21
Advisortrust Partners, LLC
INCREASED
Shares35,609 from 35,408
Change+201 (+1%)
Value$323.0K (-$63.0K)
Filed 2026-11-02
North Dakota State Investment Board
INCREASED
Shares35,253 from 32,888
Change+2,365 (+7%)
Value$319.7K (-$38.7K)
Filed 2026-10-27
CIBC Asset Management Inc
UNCHANGED
Shares35,235 from 35,235
Change0 (0%)
Value$319.6K (-$64.5K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
INCREASED
Shares35,113 from 34,236
Change+877 (+3%)
Value$318.5K (-$54.7K)
Filed 2026-11-06
Strs Ohio
NEW
Shares34,675
Change+34,675
Value$314.5K
Filed 2026-10-30
J.M. Arbour, LLC
INCREASED
Shares34,475 from 32,412
Change+2,063 (+6%)
Value$312.7K (-$40.6K)
Filed 2026-11-05
Fulcrum Asset Management LLP
NEW
Shares34,158
Change+34,158
Value$322.8K
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares33,342 from 34,258
Change-916 (-3%)
Value$302.4K (-$71.0K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares33,035 from 31,085
Change+1,950 (+6%)
Value$299.6K (-$39.2K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares32,967 from 32,712
Change+255 (+1%)
Value$299.0K (-$57.6K)
Filed 2026-10-21
Howland Capital Management LLC
UNCHANGED
Shares32,768 from 32,768
Change0 (0%)
Value$301.1K (-$60.0K)
Filed 2026-10-22
Mann Financial Group, Inc.
NEW
Shares32,175
Change+32,175
Value$291.8K
Filed 2026-10-15
Financial Planning Hawaii, Inc.
NEW
Shares32,000
Change+32,000
Value$290.2K
Filed 2026-10-13
New Wave Wealth Advisors LLC
DECREASED
Shares31,805 from 33,556
Change-1,751 (-5%)
Value$273.8K (-$95.7K)
Filed 2026-10-19
Nwam LLC
INCREASED
Shares31,495 from 30,658
Change+837 (+3%)
Value$285.7K (-$48.5K)
Filed 2026-11-09
Avior Wealth Management, LLC
INCREASED
Shares31,388 from 14,131
Change+17,257 (+122%)
Value$284.7K (+$130.7K)
Filed 2026-10-13
Nykredit A/S
UNCHANGED
Shares31,032 from 31,032
Change0 (0%)
Value$281.5K (-$56.8K)
Filed 2026-11-06
Everest Financial Group LLC
DECREASED
Shares31,000 from 31,200
Change-200 (-1%)
Value$281.2K (-$58.9K)
Filed 2026-11-06
Compass Financial Group, Inc
UNCHANGED
Shares30,814 from 30,814
Change0 (0%)
Value$279.5K (-$56.4K)
Filed 2026-10-13
Lazari Capital Management, Inc.
UNCHANGED
Shares29,705 from 29,705
Change0 (0%)
Value$269.4K (-$54.4K)
Filed 2026-10-20
ABC Arbitrage SA
NEW
Shares28,606
Change+28,606
Value$259.5K
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares28,557 from 27,367
Change+1,190 (+4%)
Value$259.0K (-$39.3K)
Filed 2026-11-05
WoodTrust Financial Corp
INCREASED
Shares28,000 from 18,000
Change+10,000 (+56%)
Value$254.0K (+$58.0K)
Filed 2026-10-09
180 Wealth Advisors, LLC
INCREASED
Shares26,900 from 22,101
Change+4,799 (+22%)
Value$244.0K (+$3.1K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares26,477 from 22,872
Change+3,605 (+16%)
Value$240.1K (-$9.2K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
DECREASED
Shares26,432 from 28,490
Change-2,058 (-7%)
Value$239.7K (-$70.8K)
Filed 2026-10-09
Wealthfront Advisers LLC
DECREASED
Shares26,321 from 29,792
Change-3,471 (-12%)
Value$238.7K (-$86.0K)
Filed 2026-11-09
Attessa Capital LLC
UNCHANGED
Shares26,005 from 26,005
Change0 (0%)
Value$235.9K (-$47.6K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
DECREASED
Shares24,956 from 43,155
Change-18,199 (-42%)
Value$226.3K (-$244.0K)
Filed 2026-10-23
Fiduciary Alliance LLC
INCREASED
Shares24,773 from 23,611
Change+1,162 (+5%)
Value$224.7K (-$32.7K)
Filed 2026-10-13
Profund Advisors LLC
NEW
Shares24,747
Change+24,747
Value$224.5K
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares24,559 from 25,024
Change-465 (-2%)
Value$222.7K (-$50.0K)
Filed 2026-10-21
Geneos Wealth Management Inc.
INCREASED
Shares24,082 from 24,004
Change+78 (+0%)
Value$218.4K (-$43.2K)
Filed 2026-11-09
Portside Wealth Group, LLC
INCREASED
Shares23,165 from 22,550
Change+615 (+3%)
Value$210.1K (-$35.7K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares23,127
Change+23,127
Value$201
Filed 2026-11-03
AA Financial Advisors, LLC
UNCHANGED
Shares23,091 from 23,091
Change0 (0%)
Value$209.4K (-$42.3K)
Filed 2026-10-19
Savant Capital, LLC
DECREASED
Shares23,089 from 25,402
Change-2,313 (-9%)
Value$209.4K (-$66.3K)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
DECREASED
Shares22,500 from 26,000
Change-3,500 (-13%)
Value$204.1K (-$79.3K)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares22,386 from 22,386
Change0 (0%)
Value$203.0K (-$41.0K)
Filed 2026-11-04
Triton Wealth Management, Pllc
DECREASED
Shares21,550 from 53,593
Change-32,043 (-60%)
Value$185.9K (-$400.4K)
Filed 2026-11-04
Davidson Trust Co
UNCHANGED
Shares21,241 from 21,241
Change0 (0%)
Value$192.7K (-$38.9K)
Filed 2026-10-09
Southland Equity Partners LLC
UNCHANGED
Shares21,186 from 21,186
Change0 (0%)
Value$192.2K (-$38.8K)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares20,974 from 20,289
Change+685 (+3%)
Value$190.2K (-$30.9K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares20,822 from 25,610
Change-4,788 (-19%)
Value$188.9K (-$90.3K)
Filed 2026-10-23
Jefferies Financial Group Inc.
DECREASED
Shares20,592 from 99,205
Change-78,613 (-79%)
Value$186.8K (-$894.6K)
Filed 2026-11-05
UMB Bank, n.a.
INCREASED
Shares19,910 from 5,239
Change+14,671 (+280%)
Value$180.6K (+$123.5K)
Filed 2026-11-06
Regions Financial Corp
INCREASED
Shares19,807 from 16,600
Change+3,207 (+19%)
Value$179.6K (-$1.3K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares19,643 from 19,048
Change+595 (+3%)
Value$178.2K (-$29.5K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
UNCHANGED
Shares19,575 from 19,575
Change0 (0%)
Value$177.5K (-$35.8K)
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares19,529 from 19,549
Change-20 (0%)
Value$177.1K (-$36.0K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares19,483 from 19,101
Change+382 (+2%)
Value$176.7K (-$31.5K)
Filed 2026-10-19
Traynor Capital Management, Inc.
INCREASED
Shares19,278 from 17,277
Change+2,001 (+12%)
Value$174.9K (-$13.5K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares19,269 from 18,172
Change+1,097 (+6%)
Value$174.8K (-$23.3K)
Filed 2026-10-20
Paragon Capital Management Ltd
INCREASED
Shares19,140 from 18,537
Change+603 (+3%)
Value$173.6K (-$28.5K)
Filed 2026-10-09
Vision Financial Markets LLC
DECREASED
Shares19,000 from 79,100
Change-60,100 (-76%)
Value$172.3K (-$689.9K)
Filed 2026-10-22
HighPoint Advisor Group LLC
INCREASED
Shares18,960 from 16,958
Change+2,002 (+12%)
Value$172.0K (-$12.9K)
Filed 2026-11-09
Shulman DeMeo Asset Management LLC
DECREASED
Shares18,564 from 19,399
Change-835 (-4%)
Value$160.6K (-$50.9K)
Filed 2026-10-09
Register Financial Advisors LLC
DECREASED
Shares18,500 from 20,500
Change-2,000 (-10%)
Value$167.8K (-$55.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares18,438 from 36,947
Change-18,509 (-50%)
Value$167.2K (-$235.5K)
Filed 2026-10-08
Value Investment Professionals, LLC
INCREASED
Shares18,263 from 17,667
Change+596 (+3%)
Value$165.6K (-$26.9K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
UNCHANGED
Shares18,090 from 18,090
Change0 (0%)
Value$164.1K (-$33.1K)
Filed 2026-11-06
Weaver Consulting Group
INCREASED
Shares18,016 from 17,848
Change+168 (+1%)
Value$163.4K (-$31.1K)
Filed 2026-10-07
Navigation Group, LLC
DECREASED
Shares17,950 from 19,299
Change-1,349 (-7%)
Value$162.8K (-$47.6K)
Filed 2026-10-28
TCP Asset Management, LLC
UNCHANGED
Shares17,585 from 17,585
Change0 (0%)
Value$154.6K (-$37.1K)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares17,416 from 13,287
Change+4,129 (+31%)
Value$158.0K (+$13.1K)
Filed 2026-10-22
Post Resch Tallon Group Inc.
INCREASED
Shares17,000 from 16,689
Change+311 (+2%)
Value$154.2K (-$27.7K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares16,572 from 16,780
Change-208 (-1%)
Value$150.3K (-$32.6K)
Filed 2026-10-15
Brighton Jones LLC
DECREASED
Shares16,570 from 19,373
Change-2,803 (-14%)
Value$150.3K (-$60.9K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares16,335 from 16,175
Change+160 (+1%)
Value$148.2K (-$28.1K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares16,276 from 12,626
Change+3,650 (+29%)
Value$147.6K (+$10.0K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares16,140 from 17,687
Change-1,547 (-9%)
Value$146.4K (-$46.4K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares16,104 from 43,813
Change-27,709 (-63%)
Value$146.1K (-$331.5K)
Filed 2026-11-04
Valley Brook Capital Group, Inc.
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$143.3K (-$28.9K)
Filed 2026-10-26
BLB&B Advisors, LLC
UNCHANGED
Shares15,750 from 15,750
Change0 (0%)
Value$142.9K (-$28.8K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares15,598 from 15,186
Change+412 (+3%)
Value$141.5K (-$24.1K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares15,525 from 12,757
Change+2,768 (+22%)
Value$140.8K (+$1.8K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares15,285 from 11,556
Change+3,729 (+32%)
Value$138.6K (+$12.7K)
Filed 2026-10-08
PVG Asset Management Corp
UNCHANGED
Shares14,905 from 14,905
Change0 (0%)
Value$135.2K (-$27.3K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares14,723 from 15,933
Change-1,210 (-8%)
Value$133.5K (-$40.1K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
NEW
Shares14,698
Change+14,698
Value$128.2K
Filed 2026-10-19
Sage Capital Management, LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$131.5K (-$26.5K)
Filed 2026-10-20
JBR Co Financial Management Inc
UNCHANGED
Shares14,295 from 14,295
Change0 (0%)
Value$154.2K (-$1.6K)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares13,976 from 14,435
Change-459 (-3%)
Value$126.8K (-$30.6K)
Filed 2026-10-27
Aegis Wealth Management, Inc.
UNCHANGED
Shares13,860 from 13,860
Change0 (0%)
Value$125.7K (-$25.4K)
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares13,849 from 13,475
Change+374 (+3%)
Value$125.6K (-$21.3K)
Filed 2026-10-19
Diligent Investors, LLC
INCREASED
Shares13,803 from 13,744
Change+59 (+0%)
Value$125.2K (-$24.6K)
Filed 2026-10-21
Baron Wealth Management LLC
INCREASED
Shares13,771 from 13,302
Change+469 (+4%)
Value$124.9K (-$20.1K)
Filed 2026-10-27
BCO Wealth Management LLC
UNCHANGED
Shares13,214 from 13,214
Change0 (0%)
Value$119.9K (-$24.2K)
Filed 2026-10-14
WMG Financial Advisors, LLC
UNCHANGED
Shares13,022 from 13,022
Change0 (0%)
Value$141.9K ($0)
Filed 2026-10-28
Vanguard Capital Wealth Advisors
DECREASED
Shares13,000 from 14,000
Change-1,000 (-7%)
Value$117.9K (-$34.7K)
Filed 2026-10-16
Fortis Group Advisors, LLC
INCREASED
Shares12,892 from 85
Change+12,807 (+15067%)
Value$111.6K (+$110.6K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares12,718 from 28,457
Change-15,739 (-55%)
Value$115.4K (-$194.8K)
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$114.3K (-$21.7K)
Filed 2026-10-26
Oder Investment Management, LLC
INCREASED
Shares12,515 from 12,161
Change+354 (+3%)
Value$113.5K (-$19.0K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares12,511 from 12,944
Change-433 (-3%)
Value$113.5K (-$27.6K)
Filed 2026-11-04
Avory & Company, LLC
INCREASED
Shares12,501 from 12,094
Change+407 (+3%)
Value$113.4K (-$18.4K)
Filed 2026-10-21
Longboard Asset Management, LP
NEW
Shares12,466
Change+12,466
Value$113.1K
Filed 2026-10-15
Pavaki Capital Management LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$108.8K (-$22.0K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED
Shares11,908 from 11,695
Change+213 (+2%)
Value$108.0K (-$19.5K)
Filed 2026-10-23
Optas, LLC
INCREASED
Shares11,692 from 11,354
Change+338 (+3%)
Value$106.0K (-$17.7K)
Filed 2026-11-09
WealthPlan Investment Management, LLC
INCREASED
Shares11,664 from 11,310
Change+354 (+3%)
Value$105.8K (-$17.5K)
Filed 2026-10-15
Ranch Capital Advisors Inc.
INCREASED
Shares11,599 from 11,432
Change+167 (+1%)
Value$105.2K (-$19.4K)
Filed 2026-11-09
PW Nova Financial Services LLC
UNCHANGED
Shares11,565 from 11,565
Change0 (0%)
Value$104.9K (-$21.2K)
Filed 2026-10-15
Asset One Wealth Management LLC
NEW
Shares11,535
Change+11,535
Value$104.6K
Filed 2026-11-02
Etesian Wealth Advisors, Inc.
NEW
Shares11,500
Change+11,500
Value$104.3K
Filed 2026-10-27
WealthPLAN Partners, LLC
DECREASED
Shares11,427 from 12,847
Change-1,420 (-11%)
Value$103.6K (-$36.4K)
Filed 2026-10-15
Liberty Capital Management, Inc.
UNCHANGED
Shares11,300 from 11,300
Change0 (0%)
Value$102.5K (-$20.7K)
Filed 2026-11-02
Warren Street Wealth Advisors, LLC
DECREASED
Shares11,268 from 49,630
Change-38,362 (-77%)
Value$102.2K (-$438.8K)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares11,162 from 16,156
Change-4,994 (-31%)
Value$101.0K (-$75.0K)
Filed 2026-10-30
Capital Square, LLC
INCREASED
Shares11,162 from 11,059
Change+103 (+1%)
Value$101.2K (-$21.9K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
DECREASED
Shares10,965 from 11,281
Change-316 (-3%)
Value$99.5K (-$23.5K)
Filed 2026-10-26
Aprio Wealth Management, LLC
NEW
Shares10,925
Change+10,925
Value$99.1K
Filed 2026-10-28
Freestone Capital Holdings, LLC
NEW
Shares10,884
Change+10,884
Value$98.7K
Filed 2026-11-09
TD Private Client Wealth LLC
DECREASED
Shares10,839 from 10,988
Change-149 (-1%)
Value$98.3K (-$21.5K)
Filed 2026-10-28
FWG Investments, Llc.
NEW
Shares10,806
Change+10,806
Value$98.0K
Filed 2026-11-03
Welch Group, LLC
INCREASED
Shares10,765 from 10,412
Change+353 (+3%)
Value$97.6K (-$15.9K)
Filed 2026-10-29
Cora Capital Advisors LLC
INCREASED
Shares10,705 from 10,575
Change+130 (+1%)
Value$97.1K (-$18.2K)
Filed 2026-11-02
AlphaCentric Advisors LLC
INCREASED
Shares10,702 from 9,621
Change+1,081 (+11%)
Value$97.1K (-$7.8K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares10,572 from 11,752
Change-1,180 (-10%)
Value$95.9K (-$32.2K)
Filed 2026-10-16
Kennedy Investment Group, Inc.
NEW
Shares10,469
Change+10,469
Value$95.0K
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares10,320 from 23,908
Change-13,588 (-57%)
Value$93.6K (-$167.0K)
Filed 2026-11-03
Roberts Financial Services LLC
NEW
Shares10,129
Change+10,129
Value$91.9K
Filed 2026-10-23
Daymark Wealth Partners, LLC
DECREASED
Shares10,085 from 10,368
Change-283 (-3%)
Value$91.5K (-$21.5K)
Filed 2026-11-04
Quarry Hill Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$90.7K (-$18.3K)
Filed 2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED
Shares9,992 from 21,819
Change-11,827 (-54%)
Value$94.6K (-$144.3K)
Filed 2026-11-06
Chapman Financial Group, LLC
NEW
Shares9,232
Change+9,232
Value$83.7K
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares8,917 from 285
Change+8,632 (+3029%)
Value$80.9K (+$77.8K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares8,718
Change+8,718
Value$79.1K
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
NEW
Shares8,000
Change+8,000
Value$72.6K
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$73.0K (-$14.0K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$68.0K (-$13.7K)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$66.2K (-$13.4K)
Filed 2026-10-07
CX Institutional
INCREASED
Shares7,087 from 1,397
Change+5,690 (+407%)
Value$64.0K (+$64.0K)
Filed 2026-10-02
Summit Securities Group LLC
DECREASED
Shares7,000 from 9,000
Change-2,000 (-22%)
Value$63.5K (-$34.6K)
Filed 2026-11-05
Bayforest Capital Ltd
NEW
Shares6,929
Change+6,929
Value$62.8K
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$61.7K (-$12.4K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares6,650 from 617
Change+6,033 (+978%)
Value$60.3K (+$53.6K)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares5,523 from 4,112
Change+1,411 (+34%)
Value$50.1K (+$5.3K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares5,384 from 4,846
Change+538 (+11%)
Value$48.8K (-$4.0K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
INCREASED
Shares5,372 from 848
Change+4,524 (+533%)
Value$48.7K (+$39.5K)
Filed 2026-10-07
Archer Investment Corp
DECREASED
Shares4,900 from 6,288
Change-1,388 (-22%)
Value$44.4K (-$24.1K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares4,752 from 4,952
Change-200 (-4%)
Value$42.5K (-$10.9K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED
Shares4,318 from 4,318
Change0 (0%)
Value$39.2K (-$7.9K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares3,922 from 3,922
Change0 (0%)
Value$35.6K (-$7.2K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares3,630 from 2,279
Change+1,351 (+59%)
Value$32.9K (+$8.1K)
Filed 2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares3,516 from 6,376
Change-2,860 (-45%)
Value$31.9K (-$37.6K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares3,368
Change+3,368
Value$30.5K
Filed 2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$28.4K (-$5.7K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares2,916 from 2,320
Change+596 (+26%)
Value$26.4K (+$1.2K)
Filed 2026-11-05
Avion Wealth
INCREASED
Shares2,913 from 2,820
Change+93 (+3%)
Value$26 (-$4)
Filed 2026-11-04
Security National Bank
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$24.9K (-$5.0K)
Filed 2026-10-26
Highline Wealth Partners LLC
DECREASED
Shares2,734 from 3,000
Change-266 (-9%)
Value$24.8K (-$7.9K)
Filed 2026-10-19
N.E.W. Advisory Services LLC
UNCHANGED
Shares2,557 from 2,557
Change0 (0%)
Value$23.2K (-$4.7K)
Filed 2026-11-09
MeadowBrook Investment Advisors LLC
DECREASED
Shares2,410 from 2,815
Change-405 (-14%)
Value$59.5K (-$10.8K)
Filed 2026-10-29
Danske Bank A/S
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$21.8K (-$4.4K)
Filed 2026-11-09
Gen-Wealth Partners Inc
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$21.4K (-$4.3K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares2,226 from 1,173
Change+1,053 (+90%)
Value$20.2K (+$7.4K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$19.0K (-$3.8K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$19.1K (-$3.8K)
Filed 2026-10-29
Elyxium Wealth, LLC
NEW
Shares2,070
Change+2,070
Value$18.8K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares1,648 from 1,396
Change+252 (+18%)
Value$14.9K (-$269)
Filed 2026-10-05
Trust Co of Vermont
INCREASED
Shares1,584 from 1,329
Change+255 (+19%)
Value$14.4K (-$119)
Filed 2026-10-21
Versant Capital Management, Inc
DECREASED
Shares1,487 from 5,570
Change-4,083 (-73%)
Value$13.5K (-$47.2K)
Filed 2026-10-02
Proathlete Wealth Management LLC
NEW
Shares1,472
Change+1,472
Value$13.4K
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares1,472 from 27
Change+1,445 (+5352%)
Value$13.4K (+$13.1K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares1,463 from 2,368
Change-905 (-38%)
Value$13.3K (-$12.5K)
Filed 2026-10-21
Zions Bancorporation, National Association
INCREASED
Shares1,442 from 1,370
Change+72 (+5%)
Value$13.1K (-$1.9K)
Filed 2026-11-06
Transce3nd, LLC
DECREASED
Shares1,407 from 1,836
Change-429 (-23%)
Value$12.4K (-$8.1K)
Filed 2026-10-26
Quent Capital, LLC
DECREASED
Shares1,349 from 2,351
Change-1,002 (-43%)
Value$11.8K (-$13.8K)
Filed 2026-11-09
Darwin Wealth Management, LLC
INCREASED
Shares1,320 from 1,277
Change+43 (+3%)
Value$12.0K (-$1.9K)
Filed 2026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$10.9K (-$2.2K)
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$10.5K (-$2.0K)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares1,144
Change+1,144
Value$10.4K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares1,108
Change+1,108
Value$10.0K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$10.0K (-$2.0K)
Filed 2026-10-28
Peterson Wealth Management
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$9.4K (-$1.9K)
Filed 2026-11-06
Tributary Capital Management, LLC
NEW
Shares970
Change+970
Value$8.8K
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares964 from 238
Change+726 (+305%)
Value$8.8K (+$6.2K)
Filed 2026-11-05
Roble, Belko & Company, Inc
INCREASED
Shares841 from 813
Change+28 (+3%)
Value$8 (-$1)
Filed 2026-11-09
PlanVest Financial, Inc
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$6.7K (-$1.4K)
Filed 2026-11-09
Farmers & Merchants Investments Inc
NEW
Shares700
Change+700
Value$6.3K
Filed 2026-10-22
Madden Securities Corp
NEW
Shares663
Change+663
Value$6.0K
Filed 2026-10-27
Bell Investment Advisors, Inc
DECREASED
Shares647 from 688
Change-41 (-6%)
Value$5.9K (-$1.6K)
Filed 2026-10-29
Retirement Wealth Solutions LLC
DECREASED
Shares615 from 667
Change-52 (-8%)
Value$5.6K (-$1.7K)
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$5.4K (-$1.1K)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
NEW
Shares591
Change+591
Value$5.4K
Filed 2026-10-30
Godsey & Gibb, Inc
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$4.9K (-$988)
Filed 2026-10-14
Blue Trust, Inc.
NEW
Shares525
Change+525
Value$4.8K
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares524 from 506
Change+18 (+4%)
Value$4.8K (-$762)
Filed 2026-10-29
High Point Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.5K (-$915)
Filed 2026-11-05
Valley National Advisers Inc
INCREASED
Shares447 from 272
Change+175 (+64%)
Value$4.1K (+$1.1K)
Filed 2026-10-23
SJS Investment Consulting Inc.
INCREASED
Shares424 from 282
Change+142 (+50%)
Value$3.8K (+$772)
Filed 2026-10-26
Cromwell Holdings LLC
INCREASED
Shares405 from 293
Change+112 (+38%)
Value$3.7K (+$493)
Filed 2026-10-28
Aspect Partners, LLC
INCREASED
Shares359 from 347
Change+12 (+3%)
Value$3.3K (-$528)
Filed 2026-10-20
Atlas Capital Advisors Inc.
DECREASED
Shares334 from 16,402
Change-16,068 (-98%)
Value$645.9K (+$467.2K)
Filed 2026-11-09
Harbor Investment Advisory, LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$2.7K (-$551)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares291
Change+291
Value$2.6K
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares256
Change+256
Value$2.3K
Filed 2026-10-19
Tsfg, LLC
INCREASED
Shares244 from 236
Change+8 (+3%)
Value$2 (-$1)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$2.2K (-$441)
Filed 2026-10-15
Fortitude Family Office, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$2.1K (-$419)
Filed 2026-10-14
Essential Partners LLC
DECREASED
Shares212 from 236
Change-24 (-10%)
Value$1.9K (-$649)
Filed 2026-10-14
First Horizon Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.8K (-$366)
Filed 2026-10-26
Financial Consulate, Inc
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$1.8K (-$365)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares194
Change+194
Value$1.8K
Filed 2026-10-09
Bessemer Group Inc
DECREASED
Shares193 from 210
Change-17 (-8%)
Value$2 ($0)
Filed 2026-11-09
James T. Borello RIA
DECREASED
Shares171 from 680
Change-509 (-75%)
Value$1.6K (-$5.9K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$1.3K (-$265)
Filed 2026-11-06
Mountain Hill Investment Partners Corp.
INCREASED
Shares137 from 133
Change+4 (+3%)
Value$1.2K (-$203)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$1.1K (-$223)
Filed 2026-10-16
Planning Strategies Inc.
DECREASED
Shares121 from 122
Change-1 (-1%)
Value$1.1K (-$233)
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares117 from 119
Change-2 (-2%)
Value$1.1K (-$235)
Filed 2026-11-02
American Capital Advisory, LLC
DECREASED
Shares113 from 156
Change-43 (-28%)
Value$1.0K (-$676)
Filed 2026-10-28
Key Capital Management, Inc
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$989 (-$199)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$1 ($0)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares77
Change+77
Value$698
Filed 2026-11-03
Highland Investment Advisors LLC
INCREASED
Shares72 from 69
Change+3 (+4%)
Value$651 (-$106)
Filed 2026-11-09
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares67 from 25
Change+42 (+168%)
Value$608 (+$335)
Filed 2026-10-16
True Wealth Design, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$517 (-$105)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
NEW
Shares47
Change+47
Value$427
Filed 2026-10-20
Torren Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$408 (-$83)
Filed 2026-10-29
Align Financial, LLC
NEW
Shares38
Change+38
Value$345
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares29
Change+29
Value$262
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$267 (-$53)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$251 (-$51)
Filed 2026-10-23
MV Capital Management, Inc.
DECREASED
Shares15 from 71
Change-56 (-79%)
Value$137 (-$637)
Filed 2026-10-29
DecisionPoint Financial, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$126 (-$26)
Filed 2026-10-27
Tidemark, LLC
NEW
Shares13
Change+13
Value$118
Filed 2026-11-09
Quaker Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$73 (-$15)
Filed 2026-10-22
Nfsg Corp
NEW
Shares3
Change+3
Value$27
Filed 2026-10-15
Center for Financial Planning, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$27 (-$6)
Filed 2026-10-26
Picton Mahoney Asset Management
CLOSED
Shares0 from 231,212
Change-231,212 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-09
Wespac Advisors SoCal, LLC
CLOSED
Shares0 from 177,869
Change-177,869 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-13
Prospera Financial Services Inc
CLOSED
Shares0 from 102,821
Change-102,821 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
Waterfront Wealth Inc.
CLOSED
Shares0 from 95,947
Change-95,947 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Krilogy Financial LLC
CLOSED
Shares0 from 71,828
Change-71,828 (-100%)
Value$0 (-$782.9K)
Filed 2026-10-13
VestGen Advisors, LLC
CLOSED
Shares0 from 42,861
Change-42,861 (-100%)
Value$0 (-$467.2K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 41,821
Change-41,821 (-100%)
Value$0 (-$455.8K)
Filed 2026-10-13
Intech Investment Management LLC
CLOSED
Shares0 from 41,637
Change-41,637 (-100%)
Value$0 (-$453.8K)
Filed 2026-11-09
Castleview Partners, LLC
CLOSED
Shares0 from 31,612
Change-31,612 (-100%)
Value$0 (-$344.6K)
Filed 2026-10-09
DDD Partners, LLC
CLOSED
Shares0 from 26,183
Change-26,183 (-100%)
Value$0 (-$285.4K)
Filed 2026-11-02
Gateway Investment Advisers LLC
CLOSED
Shares0 from 24,970
Change-24,970 (-100%)
Value$0 (-$272.2K)
Filed 2026-10-13
Vise Technologies, Inc.
CLOSED
Shares0 from 21,487
Change-21,487 (-100%)
Value$0 (-$234.2K)
Filed 2026-10-29
Ascent Group, LLC
CLOSED
Shares0 from 13,233
Change-13,233 (-100%)
Value$0 (-$144.2K)
Filed 2026-10-30
Vaughan David Investments LLC
CLOSED
Shares0 from 13,101
Change-13,101 (-100%)
Value$0 (-$143.0K)
Filed 2026-11-05
Greenwood Gearhart LLC
CLOSED
Shares0 from 12,993
Change-12,993 (-100%)
Value$0 (-$141.6K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 12,929
Change-12,929 (-100%)
Value$0 (-$140.9K)
Filed 2026-10-08
Annex Advisory Services, LLC
CLOSED
Shares0 from 12,838
Change-12,838 (-100%)
Value$0 (-$139.9K)
Filed 2026-10-16
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 12,690
Change-12,690 (-100%)
Value$0 (-$138.3K)
Filed 2026-11-06
Lane Brothers & Co Inc
CLOSED
Shares0 from 12,531
Change-12,531 (-100%)
Value$0 (-$136.6K)
Filed 2026-11-02
Liberty Atlantic Advisors LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$132.2K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$119.9K)
Filed 2026-10-22
MN Wealth Advisors, LLC
CLOSED
Shares0 from 10,798
Change-10,798 (-100%)
Value$0 (-$117.7K)
Filed 2026-10-23
Beacon Financial Advisory LLC
CLOSED
Shares0 from 10,741
Change-10,741 (-100%)
Value$0 (-$117.1K)
Filed 2026-10-16
Wespac Advisors, LLC
CLOSED
Shares0 from 10,398
Change-10,398 (-100%)
Value$0 (-$113.3K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 10,259
Change-10,259 (-100%)
Value$0 (-$112.9K)
Filed 2026-10-13
Enterprise Financial Services Corp
CLOSED
Shares0 from 10,222
Change-10,222 (-100%)
Value$0 (-$111.4K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
CLOSED
Shares0 from 10,083
Change-10,083 (-100%)
Value$0 (-$109.9K)
Filed 2026-10-14
Solstein Capital, LLC
CLOSED
Shares0 from 7,819
Change-7,819 (-100%)
Value$0 (-$85.2K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3,150
Change-3,150 (-100%)
Value$0 (-$34.3K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$33.1K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 2,408
Change-2,408 (-100%)
Value$0 (-$26.5K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,433
Change-1,433 (-100%)
Value$0 (-$15.6K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$12.8K)
Filed 2026-10-15
Activest Wealth Management
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-15
Bangor Savings Bank
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-06
Cullen T Bankers, Inc.
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-28
Private Wealth Management Group, LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-19
Jnba Financial Advisors
CLOSED
Shares0 from 539
Change-539 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-03
Key FInancial Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-16
Decker Retirement Planning Inc.
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-19
Central Trust Co
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$839)
Filed 2026-10-23
Hughes Financial Services, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$567)
Filed 2026-10-30
Asset Dedication, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$349)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$316)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$294)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 64,594,088
Change-64,594,088 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 51,588,727
Change-51,588,727 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 46,120,221
Change-46,120,221 (-100%)
Value—
UBS Group AG
N/A
Shares— from 27,313,853
Change-27,313,853 (-100%)
Value—
State Street Corp
N/A
Shares— from 20,640,491
Change-20,640,491 (-100%)
Value—
Norges Bank
N/A
Shares— from 15,473,900
Change-15,473,900 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 8,777,731
Change-8,777,731 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 8,146,540
Change-8,146,540 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,506,435
Change-7,506,435 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 7,253,754
Change-7,253,754 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,176,369
Change-7,176,369 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,110,171
Change-7,110,171 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 6,048,882
Change-6,048,882 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,729,786
Change-5,729,786 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 5,190,499
Change-5,190,499 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,354,395
Change-4,354,395 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,993,493
Change-3,993,493 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,760,710
Change-3,760,710 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,348,893
Change-3,348,893 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,343,851
Change-3,343,851 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,249,628
Change-3,249,628 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,136,039
Change-3,136,039 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,936,162
Change-2,936,162 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,906,022
Change-2,906,022 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,860,986
Change-2,860,986 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,778,570
Change-2,778,570 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,718,118
Change-2,718,118 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,609,141
Change-2,609,141 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,595,158
Change-2,595,158 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,554,861
Change-2,554,861 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,381,661
Change-2,381,661 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,253,800
Change-2,253,800 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,108,244
Change-2,108,244 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,015,618
Change-2,015,618 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,826,797
Change-1,826,797 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,774,877
Change-1,774,877 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,569,187
Change-1,569,187 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,465,104
Change-1,465,104 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,419,557
Change-1,419,557 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,314,930
Change-1,314,930 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,256,581
Change-1,256,581 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,237,584
Change-1,237,584 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,115,176
Change-1,115,176 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,113,404
Change-1,113,404 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,086,876
Change-1,086,876 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,057,218
Change-1,057,218 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,044,709
Change-1,044,709 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,017,539
Change-1,017,539 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 998,501
Change-998,501 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 994,234
Change-994,234 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 868,096
Change-868,096 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 861,041
Change-861,041 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 828,786
Change-828,786 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 812,068
Change-812,068 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 761,416
Change-761,416 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 741,926
Change-741,926 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 713,525
Change-713,525 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 643,234
Change-643,234 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 635,361
Change-635,361 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 622,479
Change-622,479 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 617,520
Change-617,520 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 572,289
Change-572,289 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 564,947
Change-564,947 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 558,348
Change-558,348 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 555,168
Change-555,168 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 549,291
Change-549,291 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 548,545
Change-548,545 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 544,265
Change-544,265 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 540,242
Change-540,242 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 507,773
Change-507,773 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 495,420
Change-495,420 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 493,845
Change-493,845 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 493,370
Change-493,370 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 487,966
Change-487,966 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 486,442
Change-486,442 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 450,024
Change-450,024 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 445,787
Change-445,787 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 435,978
Change-435,978 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 428,560
Change-428,560 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 422,234
Change-422,234 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 421,091
Change-421,091 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 419,737
Change-419,737 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 405,144
Change-405,144 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 364,310
Change-364,310 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 347,508
Change-347,508 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 338,177
Change-338,177 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 326,589
Change-326,589 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 325,899
Change-325,899 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 321,861
Change-321,861 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 317,699
Change-317,699 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 307,936
Change-307,936 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 292,414
Change-292,414 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 291,302
Change-291,302 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 277,836
Change-277,836 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 272,338
Change-272,338 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 267,458
Change-267,458 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 264,718
Change-264,718 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 254,400
Change-254,400 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 252,428
Change-252,428 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 244,923
Change-244,923 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 241,366
Change-241,366 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 228,879
Change-228,879 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 224,658
Change-224,658 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 220,800
Change-220,800 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 209,283
Change-209,283 (-100%)
Value—
&partners
N/A
Shares— from 203,193
Change-203,193 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 202,880
Change-202,880 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 201,448
Change-201,448 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 201,433
Change-201,433 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 196,596
Change-196,596 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 191,895
Change-191,895 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 188,377
Change-188,377 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 187,163
Change-187,163 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 185,677
Change-185,677 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 181,186
Change-181,186 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 180,036
Change-180,036 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 179,446
Change-179,446 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 178,499
Change-178,499 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 173,932
Change-173,932 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 172,543
Change-172,543 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 172,057
Change-172,057 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 168,138
Change-168,138 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 158,942
Change-158,942 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 158,075
Change-158,075 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 149,595
Change-149,595 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 145,586
Change-145,586 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 144,788
Change-144,788 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 140,594
Change-140,594 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 139,056
Change-139,056 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 129,341
Change-129,341 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 125,241
Change-125,241 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 121,450
Change-121,450 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 120,735
Change-120,735 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 117,682
Change-117,682 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 111,152
Change-111,152 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 110,853
Change-110,853 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 107,929
Change-107,929 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 106,330
Change-106,330 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 101,517
Change-101,517 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 101,142
Change-101,142 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 100,510
Change-100,510 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 97,555
Change-97,555 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 97,199
Change-97,199 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 95,046
Change-95,046 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 94,592
Change-94,592 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 93,933
Change-93,933 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 91,107
Change-91,107 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 90,513
Change-90,513 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 90,191
Change-90,191 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 87,418
Change-87,418 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 86,499
Change-86,499 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 86,261
Change-86,261 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 83,557
Change-83,557 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 80,123
Change-80,123 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 79,354
Change-79,354 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 78,955
Change-78,955 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 78,822
Change-78,822 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 78,526
Change-78,526 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 78,106
Change-78,106 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 77,694
Change-77,694 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 76,950
Change-76,950 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 75,875
Change-75,875 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 75,630
Change-75,630 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 74,390
Change-74,390 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 74,198
Change-74,198 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 73,861
Change-73,861 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 72,855
Change-72,855 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 72,812
Change-72,812 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 71,275
Change-71,275 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 65,762
Change-65,762 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 65,584
Change-65,584 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 63,577
Change-63,577 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 60,600
Change-60,600 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 58,777
Change-58,777 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 57,782
Change-57,782 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 51,776
Change-51,776 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 51,441
Change-51,441 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 50,335
Change-50,335 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 49,928
Change-49,928 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 49,123
Change-49,123 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 49,103
Change-49,103 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 48,033
Change-48,033 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 47,774
Change-47,774 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 47,596
Change-47,596 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 46,219
Change-46,219 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 45,946
Change-45,946 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 45,580
Change-45,580 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 44,937
Change-44,937 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 44,842
Change-44,842 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 44,232
Change-44,232 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 44,026
Change-44,026 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 43,092
Change-43,092 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 42,881
Change-42,881 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 41,234
Change-41,234 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 40,627
Change-40,627 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 40,387
Change-40,387 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 40,052
Change-40,052 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39,897
Change-39,897 (-100%)
Value—
Stephens Inc
N/A
Shares— from 39,649
Change-39,649 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 37,279
Change-37,279 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 36,573
Change-36,573 (-100%)
Value—
Blair William & Co
N/A
Shares— from 36,245
Change-36,245 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 34,748
Change-34,748 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 33,263
Change-33,263 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 33,204
Change-33,204 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 32,750
Change-32,750 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 32,093
Change-32,093 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 30,317
Change-30,317 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 29,943
Change-29,943 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 29,234
Change-29,234 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,884
Change-28,884 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 28,720
Change-28,720 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 27,446
Change-27,446 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 27,022
Change-27,022 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 26,522
Change-26,522 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 26,450
Change-26,450 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 26,207
Change-26,207 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 26,110
Change-26,110 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 24,804
Change-24,804 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 23,906
Change-23,906 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 22,765
Change-22,765 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 22,347
Change-22,347 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 21,906
Change-21,906 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 21,578
Change-21,578 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 21,060
Change-21,060 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,946
Change-19,946 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 19,555
Change-19,555 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,216
Change-19,216 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 19,136
Change-19,136 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,039
Change-19,039 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 19,012
Change-19,012 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 18,996
Change-18,996 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 18,760
Change-18,760 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 18,698
Change-18,698 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,365
Change-18,365 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 18,326
Change-18,326 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,238
Change-18,238 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 18,070
Change-18,070 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 17,816
Change-17,816 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 17,516
Change-17,516 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 17,242
Change-17,242 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 16,089
Change-16,089 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 16,082
Change-16,082 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 16,021
Change-16,021 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 15,222
Change-15,222 (-100%)
Value—
Rogco, LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 14,777
Change-14,777 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 14,772
Change-14,772 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,426
Change-13,426 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,523
Change-12,523 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 12,389
Change-12,389 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 12,379
Change-12,379 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,556
Change-11,556 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 11,452
Change-11,452 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 11,286
Change-11,286 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,170
Change-11,170 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 9,586
Change-9,586 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,965
Change-8,965 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,672
Change-8,672 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,434
Change-5,434 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 509
Change-509 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 469
Change-469 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 228
Change-228 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
DECREASED22,865,99824,487,679-1,621,681-7%$267.0M$207.4M-$59.5M2026-11-06
Equity Investment Corp
DECREASED7,422,9109,736,044-2,313,134-24%$106.1M$67.3M-$38.8M2026-11-04
LPL Financial LLC
INCREASED6,806,0775,999,787+806,290+13%$65.4M$61.7M-$3.7M2026-11-06
Bank of New York Mellon Corp
INCREASED6,569,0623,686,395+2,882,667+78%$40.2M$59.6M+$19.4M2026-11-05
Davidson Investment Advisors
DECREASED3,322,5273,371,067-48,540-1%$36.7M$30.1M-$6.6M2026-10-20
Principal Financial Group Inc
INCREASED2,722,18612,365+2,709,821+21915%$134.8K$24.7M+$24.6M2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED2,119,593290,842+1,828,751+629%$3.1M$19.0M+$15.8M2026-11-04
Dupree Financial Group, LLC
INCREASED1,901,8551,422,255+479,600+34%$15.5M$17.2M+$1.7M2026-10-09
Barclays PLC
INCREASED1,637,46962,860+1,574,609+2505%$685.2K$14.9M+$14.2M2026-11-06
Retirement Systems of Alabama
NEW1,611,365—+1,611,365——$14.6M—2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED1,528,8141,267,259+261,555+21%$13.9M$13.0M-$918.5K2026-10-13
Commonwealth Equity Services, LLC
INCREASED1,096,0941,017,021+79,073+8%$11.1M$9.9M-$1.1M2026-11-02
Thrivent Financial for Lutherans
INCREASED694,559441,048+253,511+57%$4.8M$6.3M+$1.5M2026-11-05
Illinois Municipal Retirement Fund
INCREASED689,868467,809+222,059+47%$5.1M$6.3M+$1.2M2026-11-05
International Assets Investment Management, LLC
INCREASED688,941586,310+102,631+18%$6.3M$6.2M-$160.3K2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED649,342224,938+424,404+189%$2.5M$5.9M+$3.4M2026-11-02
Evergreen Capital Management LLC
INCREASED609,442584,361+25,081+4%$6.4M$5.6M-$838.8K2026-10-23
KBC Group NV
INCREASED585,953574,465+11,488+2%$6.3M$5.3M-$947.0K2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED574,000574,00000%$6.3M$5.2M-$1.1M2026-11-05
Amalgamated Bank
INCREASED526,20151,780+474,421+916%$564.0K$4.8M+$4.2M2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED497,810515,099-17,289-3%$5.6M$4.5M-$1.1M2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED495,801516,819-21,018-4%$5.6M$4.5M-$1.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED446,660293,745+152,915+52%$3.2M$4.1M+$849.4K2026-11-02
Mutual of America Capital Management LLC
INCREASED431,79311,270+420,523+3731%$122.8K$3.9M+$3.8M2026-10-23
Independent Financial Group, LLC
DECREASED408,165412,690-4,525-1%$4.5M$3.7M-$796.3K2026-10-13
LFG Wealth Partners, LLC
INCREASED399,407354,210+45,197+13%$3.9M$3.6M-$238.3K2026-10-28
New York State Teachers Retirement System
NEW377,076—+377,076——$3.4M—2026-10-22
J.W. Cole Advisors, Inc.
DECREASED363,070478,136-115,066-24%$5.2M$3.3M-$1.9M2026-11-05
Compass Financial Management LLC
INCREASED362,595352,260+10,335+3%$3.8M$3.3M-$495.2K2026-10-30
Penn Mutual Asset Management
UNCHANGED360,000360,00000%$3.9M$3.3M-$658.8K2026-10-19
Yousif Capital Management, LLC
INCREASED352,30855,711+296,597+532%$607.3K$3.2M+$2.6M2026-10-22
Louisiana State Employees Retirement System
NEW352,200—+352,200——$3.2M—2026-10-20
Handelsbanken Fonder AB
DECREASED350,082353,300-3,218-1%$3.9M$3.2M-$676.0K2026-11-09
State of New Jersey Common Pension Fund D
INCREASED338,084331,388+6,696+2%$3.6M$3.1M-$545.7K2026-11-05
Creative Planning
DECREASED329,063381,039-51,976-14%$4.2M$3.0M-$1.2M2026-11-02
Arizona State Retirement System
INCREASED323,429309,935+13,494+4%$3.4M$2.9M-$444.8K2026-11-03
HUB Investment Partners, LLC
INCREASED319,472282,906+36,566+13%$3.1M$2.9M-$186.1K2026-11-03
Virginia Retirement Systems ET Al
DECREASED301,156372,656-71,500-19%$4.1M$2.7M-$1.3M2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW282,968—+282,968——$2.6M—2026-11-03
State of Michigan Retirement System
NEW278,100—+278,100——$2.5M—2026-10-27
Sowell Financial Services LLC
INCREASED274,300266,943+7,357+3%$2.9M$2.5M-$421.8K2026-10-23
GraniteShares Advisors LLC
INCREASED261,960257,910+4,050+2%$2.8M$2.4M-$435.2K2026-10-29
Simplicity Wealth,LLC
INCREASED252,799213,483+39,316+18%$2.3M$2.3M-$34.1K2026-10-23
New Mexico Educational Retirement Board
NEW249,500—+249,500——$2.3M—2026-11-05
Oregon Public Employees Retirement Fund
NEW245,600—+245,600——$2.2M—2026-10-30
Ethic Inc.
DECREASED241,805287,317-45,512-16%$3.1M$2.2M-$938.6K2026-11-03
Nordea Investment Management AB
INCREASED235,561130,845+104,716+80%$1.4M$2.2M+$730.4K2026-11-09
LBP AM SA
NEW234,315—+234,315——$2.1M—2026-11-06
Nisa Investment Advisors, LLC
INCREASED231,885224,290+7,595+3%$2.5M$2.1M-$340.6K2026-10-20
Russell Investments Group, Ltd.
INCREASED231,294226,255+5,039+2%$2.5M$2.1M-$367.0K2026-11-06
Neos Investment Management LLC
INCREASED225,820198,802+27,018+14%$2.2M$2.0M-$118.8K2026-11-04
US Bancorp \de\
DECREASED223,539236,553-13,014-5%$2.6M$2.0M-$550.9K2026-11-05
Lido Advisors, LLC
INCREASED221,25672,886+148,370+204%$803.8K$2.0M+$1.2M2026-11-04
Deutsche Bank Ag\
INCREASED204,684150,886+53,798+36%$1.6M$1.9M+$211.8K2026-11-06
SeaCrest Wealth Management, LLC
INCREASED202,107193,704+8,403+4%$2.1M$1.8M-$278.3K2026-10-21
Citigroup Inc
DECREASED180,378797,203-616,825-77%$8.7M$1.6M-$7.1M2026-11-04
Pictet Asset Management Holding SA
DECREASED174,629177,858-3,229-2%$1.9M$1.6M-$354.8K2026-11-03
New York Life Investment Management LLC
INCREASED170,194143,405+26,789+19%$1.6M$1.5M-$19.5K2026-11-04
Innova Wealth Partners
INCREASED166,209161,244+4,965+3%$1.8M$1.5M-$250.0K2026-10-21
Amundi
DECREASED164,901175,214-10,313-6%$1.9M$1.5M-$414.2K2026-11-06
Fortitude Financial, LLC
INCREASED156,711156,548+163+0%$1.7M$1.4M-$285.0K2026-10-19
Bank of Montreal
INCREASED153,39288,035+65,357+74%$959.6K$1.4M+$431.7K2026-11-09
HBK Sorce Advisory LLC
INCREASED151,716138,590+13,126+9%$1.5M$1.3M-$140.6K2026-11-06
Xponance LLC
INCREASED147,37388,473+58,900+67%$964.4K$1.3M+$372.3K2026-11-03
AlphaCore Capital LLC
DECREASED137,365145,660-8,295-6%$1.6M$1.3M-$329.2K2026-11-04
Norden Group LLC
DECREASED133,881135,967-2,086-2%$1.5M$1.2M-$267.8K2026-10-20
Sigma Planning Corp
INCREASED125,375114,189+11,186+10%$1.2M$1.1M-$107.5K2026-10-23
Sullivan Wood Capital Management LLC
INCREASED120,018119,900+118+0%$1.3M$1.1M-$218.3K2026-10-13
Squarepoint Ops LLC
DECREASED117,102331,189-214,087-65%$3.6M$1.1M-$2.5M2026-11-09
Collar Capital Management, LLC
DECREASED115,960117,260-1,300-1%$1.3M$1.1M-$226.4K2026-10-28
Park Avenue Securities LLC
INCREASED114,162103,427+10,735+10%$1.1M$1.0M-$92.0K2026-10-26
State of Alaska, Department of Revenue
NEW112,295—+112,295——$1.0M—2026-10-15
Inspire Investing, LLC
INCREASED112,24157,938+54,303+94%$631.5K$1.0M+$386.5K2026-10-22
iA Global Asset Management Inc.
INCREASED109,28528,739+80,546+280%$313.0K$991.0K+$678.0K2026-10-29
GoalVest Advisory LLC
INCREASED108,37996,949+11,430+12%$1.1M$983.0K-$73.7K2026-10-02
Concurrent Investment Advisors, LLC
INCREASED106,55812,233+94,325+771%$133.3K$966.5K+$833.1K2026-10-16
Allworth Financial LP
INCREASED106,377104,574+1,803+2%$1.1M$1.2M+$19.7K2026-11-06
Integrated Advisors Network LLC
INCREASED106,04399,232+6,811+7%$1.1M$961.8K-$119.8K2026-10-20
Hantz Financial Services, Inc.
INCREASED102,05414,613+87,441+598%$159.0K$926.0K+$767.0K2026-11-09
Prevail Innovative Wealth Advisors, LLC
DECREASED100,944333,084-232,140-70%$3.6M$854.0K-$2.8M2026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED96,03191,432+4,599+5%$996.6K$871.0K-$125.6K2026-11-04
Wiregrass Investment Management LLC
INCREASED94,21191,910+2,301+3%$1.0M$854.5K-$147.3K2026-11-05
Diversify Advisory Services, LLC
INCREASED92,15887,741+4,417+5%$933.6K$812.8K-$120.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED92,15887,741+4,417+5%$933.6K$812.8K-$120.7K2026-10-20
Cooper Financial Group
DECREASED88,381132,397-44,016-33%$1.4M$801.6K-$641.5K2026-10-07
Brookstone Capital Management
INCREASED87,91075,427+12,483+17%$822.2K$797.3K-$24.8K2026-10-22
Securian Asset Management, Inc
NEW87,088—+87,088——$789.9K—2026-11-06
Balefire, LLC
DECREASED86,079220,312-134,233-61%$2.4M$780.7K-$1.6M2026-10-09
Guidance Capital, Inc
DECREASED84,196102,335-18,139-18%$1.2M$731.7K-$438.0K2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED80,40380,543-1400%$877.9K$729.3K-$148.7K2026-10-30
Compound Planning, Inc.
INCREASED80,02764,101+15,926+25%$698.7K$725.8K+$27.1K2026-11-09
American Assets Investment Management, LLC
UNCHANGED80,00080,00000%$2.0M$2.0M+$9.6K2026-10-30
Swiss Life Asset Management Ltd
INCREASED78,36076,206+2,154+3%$830.6K$710.7K-$119.9K2026-11-03
Howard Financial Services, Ltd.
INCREASED78,30276,372+1,930+3%$832.5K$710.2K-$122.3K2026-10-15
Truist Financial Corp
INCREASED77,36154,881+22,480+41%$598.2K$701.7K+$103.5K2026-10-30
Wedmont Private Capital
INCREASED76,57073,805+2,765+4%$821.5K$664.6K-$156.8K2026-10-09
Frank, Rimerman Advisors LLC
DECREASED76,20279,983-3,781-5%$871.8K$691.2K-$180.7K2026-10-16
Spinnaker Investment Group, LLC
DECREASED75,58175,595-140%$824.0K$685.5K-$138.5K2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED75,23471,081+4,153+6%$774.8K$682.4K-$92.4K2026-10-15
LexAurum Advisors, LLC
INCREASED74,37874,314+64+0%$810.0K$674.6K-$135.4K2026-10-19
Triumph Capital Management
INCREASED72,09872,006+92+0%$784.9K$653.9K-$130.9K2026-10-14
Sage Mountain Advisors LLC
DECREASED71,78794,702-22,915-24%$1.0M$651.1K-$381.1K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED71,26071,590-3300%$780.3K$646.3K-$134.0K2026-11-06
Integrity Alliance, Llc.
INCREASED71,08459,532+11,552+19%$648.9K$644.7K-$4.2K2026-10-29
Intrua Financial, LLC
INCREASED70,99170,685+306+0%$770.5K$643.9K-$126.6K2026-10-28
Parallel Advisors, LLC
INCREASED70,78866,579+4,209+6%$725.7K$642.0K-$83.7K2026-11-03
Lecap Asset Management LTD
INCREASED68,41658,765+9,651+16%$640.5K$620.5K-$20.0K2026-10-27
Maryland State Retirement & Pension System
UNCHANGED65,94465,94400%$718.8K$598.1K-$120.7K2026-11-05
StoneX Group Inc.
INCREASED65,38948,713+16,676+34%$536.4K$607.2K+$70.9K2026-11-03
Symphony Financial, Ltd. Co.
INCREASED64,28232,994+31,288+95%$359.1K$591.1K+$232.0K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED64,22271,378-7,156-10%$778.0K$582.5K-$195.5K2026-10-23
Larson Financial Group LLC
DECREASED63,64164,534-893-1%$703.4K$577.2K-$126.2K2026-11-05
Redhawk Wealth Advisors, Inc.
UNCHANGED62,00062,00000%$675.8K$562.3K-$113.5K2026-10-14
Mount Lucas Management LP
INCREASED61,46958,559+2,910+5%$638.3K$557.5K-$80.8K2026-11-09
Harbour Investments, Inc.
DECREASED59,81275,826-16,014-21%$826.5K$542.5K-$284.0K2026-11-09
Firethorn Wealth Partners, LLC
DECREASED58,38365,665-7,282-11%$715.8K$529.5K-$186.2K2026-10-14
Pinion Investment Advisors, LLC
INCREASED57,38854,761+2,627+5%$596.9K$520.5K-$76.4K2026-11-04
PNC Financial Services Group, Inc.
INCREASED56,90619,452+37,454+193%$212.0K$516.1K+$304.1K2026-11-06
Parisi Gray Wealth Management
INCREASED56,14250,429+5,713+11%$549.7K$509.2K-$40.5K2026-10-16
Sterling Capital Management LLC
DECREASED56,02656,970-944-2%$621.0K$508.2K-$112.8K2026-10-22
First Affirmative Financial Network
NEW53,780—+53,780——$487.8K—2026-10-21
Global Assets Advisory, LLC
DECREASED49,93365,768-15,835-24%$712.3K$434.4K-$277.9K2026-10-28
Cane Capital Partners, LLC
DECREASED49,31849,384-660%$538.3K$447.3K-$91.0K2026-10-23
Choreo, LLC
INCREASED48,75733,950+14,807+44%$370.1K$442.5K+$72.3K2026-10-28
Simplify Asset Management Inc.
DECREASED47,602115,485-67,883-59%$1.3M$431.8K-$827.0K2026-10-27
IFG Advisory, LLC
DECREASED46,15855,882-9,724-17%$609.1K$418.7K-$190.5K2026-11-09
IFP Advisors, Inc
DECREASED45,96457,505-11,541-20%$626.8K$416.9K-$209.9K2026-10-16
Fisher Asset Management, LLC
DECREASED45,87260,754-14,882-24%$662.2K$416.1K-$246.2K2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED45,40941,853+3,556+9%$456.2K$411.9K-$44.3K2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED45,32441,039+4,285+10%$447.3K$411.1K-$36.2K2026-10-05
ProShare Advisors LLC
NEW45,050—+45,050——$408.6K—2026-10-29
Kingstone Capital Partners Texas, LLC
INCREASED43,81540,810+3,005+7%$444.8K$397.4K-$47.4K2026-11-03
Wedbush Securities Inc
DECREASED43,44670,476-27,030-38%$768.0K$394.0K-$374.0K2026-10-22
Signal Advisors Wealth, LLC
INCREASED43,09139,414+3,677+9%$429.6K$390.8K-$38.8K2026-10-13
Fermata Advisors, LLC
INCREASED41,73441,604+130+0%$453.5K$378.5K-$75.0K2026-10-13
Washington Trust Bank
UNCHANGED41,70041,70000%$454.5K$378.2K-$76.3K2026-11-03
Clearstead Advisors, LLC
INCREASED41,61538,991+2,624+7%$425.0K$377.4K-$47.6K2026-11-06
Oppenheimer & Co Inc
INCREASED41,36237,671+3,691+10%$410.6K$375.2K-$35.5K2026-10-26
Apollon Wealth Management, LLC
INCREASED41,30140,638+663+2%$442.9K$374.6K-$68.4K2026-10-23
Abel Hall, LLC
DECREASED41,27542,574-1,299-3%$464.1K$374.4K-$89.7K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED40,57839,525+1,053+3%$430.8K$368.0K-$62.8K2026-10-13
Avestar Capital, LLC
DECREASED40,00041,000-1,000-2%$446.9K$362.8K-$84.1K2026-10-28
PUREfi Wealth, LLC
NEW38,905—+38,905——$352.9K—2026-10-19
D.A. Davidson & Co.
INCREASED38,66535,031+3,634+10%$381.8K$350.7K-$31.1K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED38,30938,648-339-1%$421.3K$347.5K-$73.8K2026-10-27
Lifestyle Asset Management, Inc.
INCREASED37,78634,522+3,264+9%$376.3K$342.7K-$33.6K2026-10-20
Praxis Investment Management Inc
DECREASED36,01639,508-3,492-9%$431.0K$327.0K-$104.0K2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED35,64120,360+15,281+75%$225.4K$309.4K+$84.0K2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED35,62135,875-254-1%$391.0K$323.1K-$68.0K2026-10-21
Advisortrust Partners, LLC
INCREASED35,60935,408+201+1%$385.9K$323.0K-$63.0K2026-11-02
North Dakota State Investment Board
INCREASED35,25332,888+2,365+7%$358.5K$319.7K-$38.7K2026-10-27
CIBC Asset Management Inc
UNCHANGED35,23535,23500%$384.1K$319.6K-$64.5K2026-11-05
Baker Avenue Asset Management, LP
INCREASED35,11334,236+877+3%$373.2K$318.5K-$54.7K2026-11-06
Strs Ohio
NEW34,675—+34,675——$314.5K—2026-10-30
J.M. Arbour, LLC
INCREASED34,47532,412+2,063+6%$353.3K$312.7K-$40.6K2026-11-05
Fulcrum Asset Management LLP
NEW34,158—+34,158——$322.8K—2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED33,34234,258-916-3%$373.4K$302.4K-$71.0K2026-10-20
Atria Investments, Inc
INCREASED33,03531,085+1,950+6%$338.8K$299.6K-$39.2K2026-10-15
Magnus Financial Group LLC
INCREASED32,96732,712+255+1%$356.6K$299.0K-$57.6K2026-10-21
Howland Capital Management LLC
UNCHANGED32,76832,76800%$361.1K$301.1K-$60.0K2026-10-22
Mann Financial Group, Inc.
NEW32,175—+32,175——$291.8K—2026-10-15
Financial Planning Hawaii, Inc.
NEW32,000—+32,000——$290.2K—2026-10-13
New Wave Wealth Advisors LLC
DECREASED31,80533,556-1,751-5%$369.6K$273.8K-$95.7K2026-10-19
Nwam LLC
INCREASED31,49530,658+837+3%$334.2K$285.7K-$48.5K2026-11-09
Avior Wealth Management, LLC
INCREASED31,38814,131+17,257+122%$154.0K$284.7K+$130.7K2026-10-13
Nykredit A/S
UNCHANGED31,03231,03200%$338.2K$281.5K-$56.8K2026-11-06
Everest Financial Group LLC
DECREASED31,00031,200-200-1%$340.1K$281.2K-$58.9K2026-11-06
Compass Financial Group, Inc
UNCHANGED30,81430,81400%$335.9K$279.5K-$56.4K2026-10-13
Lazari Capital Management, Inc.
UNCHANGED29,70529,70500%$323.8K$269.4K-$54.4K2026-10-20
ABC Arbitrage SA
NEW28,606—+28,606——$259.5K—2026-10-23
Joel Isaacson & Co., LLC
INCREASED28,55727,367+1,190+4%$298.3K$259.0K-$39.3K2026-11-05
WoodTrust Financial Corp
INCREASED28,00018,000+10,000+56%$196.0K$254.0K+$58.0K2026-10-09
180 Wealth Advisors, LLC
INCREASED26,90022,101+4,799+22%$240.9K$244.0K+$3.1K2026-11-03
MGO One Seven LLC
INCREASED26,47722,872+3,605+16%$249.3K$240.1K-$9.2K2026-10-28
Armstrong Advisory Group, Inc
DECREASED26,43228,490-2,058-7%$310.5K$239.7K-$70.8K2026-10-09
Wealthfront Advisers LLC
DECREASED26,32129,792-3,471-12%$324.7K$238.7K-$86.0K2026-11-09
Attessa Capital LLC
UNCHANGED26,00526,00500%$283.5K$235.9K-$47.6K2026-10-09
Samalin Investment Counsel, LLC
DECREASED24,95643,155-18,199-42%$470.4K$226.3K-$244.0K2026-10-23
Fiduciary Alliance LLC
INCREASED24,77323,611+1,162+5%$257.4K$224.7K-$32.7K2026-10-13
Profund Advisors LLC
NEW24,747—+24,747——$224.5K—2026-10-29
Wealthcare Advisory Partners LLC
DECREASED24,55925,024-465-2%$272.8K$222.7K-$50.0K2026-10-21
Geneos Wealth Management Inc.
INCREASED24,08224,004+78+0%$261.6K$218.4K-$43.2K2026-11-09
Portside Wealth Group, LLC
INCREASED23,16522,550+615+3%$245.8K$210.1K-$35.7K2026-10-20
M Holdings Securities, Inc.
NEW23,127—+23,127——$201—2026-11-03
AA Financial Advisors, LLC
UNCHANGED23,09123,09100%$251.7K$209.4K-$42.3K2026-10-19
Savant Capital, LLC
DECREASED23,08925,402-2,313-9%$275.7K$209.4K-$66.3K2026-11-06
Gilman Hill Asset Management, LLC
DECREASED22,50026,000-3,500-13%$283.4K$204.1K-$79.3K2026-10-13
Creative Financial Designs Inc
UNCHANGED22,38622,38600%$244.0K$203.0K-$41.0K2026-11-04
Triton Wealth Management, Pllc
DECREASED21,55053,593-32,043-60%$586.3K$185.9K-$400.4K2026-11-04
Davidson Trust Co
UNCHANGED21,24121,24100%$231.5K$192.7K-$38.9K2026-10-09
Southland Equity Partners LLC
UNCHANGED21,18621,18600%$230.9K$192.2K-$38.8K2026-10-14
Winch Advisory Services, LLC
INCREASED20,97420,289+685+3%$221.2K$190.2K-$30.9K2026-11-06
Signaturefd, LLC
DECREASED20,82225,610-4,788-19%$279.2K$188.9K-$90.3K2026-10-23
Jefferies Financial Group Inc.
DECREASED20,59299,205-78,613-79%$1.1M$186.8K-$894.6K2026-11-05
UMB Bank, n.a.
INCREASED19,9105,239+14,671+280%$57.1K$180.6K+$123.5K2026-11-06
Regions Financial Corp
INCREASED19,80716,600+3,207+19%$180.9K$179.6K-$1.3K2026-11-05
HB Wealth Management, LLC
INCREASED19,64319,048+595+3%$207.6K$178.2K-$29.5K2026-10-23
Insight Advisors, LLC/ PA
UNCHANGED19,57519,57500%$213.4K$177.5K-$35.8K2026-10-22
Visionary Wealth Advisors
DECREASED19,52919,549-200%$213.1K$177.1K-$36.0K2026-11-04
Acorn Wealth Advisors, LLC
INCREASED19,48319,101+382+2%$208.2K$176.7K-$31.5K2026-10-19
Traynor Capital Management, Inc.
INCREASED19,27817,277+2,001+12%$188.3K$174.9K-$13.5K2026-10-29
Private Trust Co NA
INCREASED19,26918,172+1,097+6%$198.1K$174.8K-$23.3K2026-10-20
Paragon Capital Management Ltd
INCREASED19,14018,537+603+3%$202.1K$173.6K-$28.5K2026-10-09
Vision Financial Markets LLC
DECREASED19,00079,100-60,100-76%$862.2K$172.3K-$689.9K2026-10-22
HighPoint Advisor Group LLC
INCREASED18,96016,958+2,002+12%$184.8K$172.0K-$12.9K2026-11-09
Shulman DeMeo Asset Management LLC
DECREASED18,56419,399-835-4%$211.4K$160.6K-$50.9K2026-10-09
Register Financial Advisors LLC
DECREASED18,50020,500-2,000-10%$223.5K$167.8K-$55.7K2026-10-23
Farther Finance Advisors, LLC
DECREASED18,43836,947-18,509-50%$402.7K$167.2K-$235.5K2026-10-08
Value Investment Professionals, LLC
INCREASED18,26317,667+596+3%$192.6K$165.6K-$26.9K2026-10-13
Collaborative Wealth Managment Inc.
UNCHANGED18,09018,09000%$197.2K$164.1K-$33.1K2026-11-06
Weaver Consulting Group
INCREASED18,01617,848+168+1%$194.5K$163.4K-$31.1K2026-10-07
Navigation Group, LLC
DECREASED17,95019,299-1,349-7%$210.4K$162.8K-$47.6K2026-10-28
TCP Asset Management, LLC
UNCHANGED17,58517,58500%$191.7K$154.6K-$37.1K2026-10-14
Gibbs Wealth Management
INCREASED17,41613,287+4,129+31%$144.8K$158.0K+$13.1K2026-10-22
Post Resch Tallon Group Inc.
INCREASED17,00016,689+311+2%$181.9K$154.2K-$27.7K2026-10-09
Mission Wealth Management, LP
DECREASED16,57216,780-208-1%$182.9K$150.3K-$32.6K2026-10-15
Brighton Jones LLC
DECREASED16,57019,373-2,803-14%$211.2K$150.3K-$60.9K2026-11-03
Almanack Investment Partners, Llc.
INCREASED16,33516,175+160+1%$176.3K$148.2K-$28.1K2026-11-03
Merit Financial Group, LLC
INCREASED16,27612,626+3,650+29%$137.6K$147.6K+$10.0K2026-11-06
Lanark Financial, Inc.
DECREASED16,14017,687-1,547-9%$192.8K$146.4K-$46.4K2026-10-26
Keybank National Association
DECREASED16,10443,813-27,709-63%$477.6K$146.1K-$331.5K2026-11-04
Valley Brook Capital Group, Inc.
UNCHANGED15,80015,80000%$172.2K$143.3K-$28.9K2026-10-26
BLB&B Advisors, LLC
UNCHANGED15,75015,75000%$171.7K$142.9K-$28.8K2026-10-27
Indivisible Partners
INCREASED15,59815,186+412+3%$165.5K$141.5K-$24.1K2026-10-26
Focus Financial Network, Inc.
INCREASED15,52512,757+2,768+22%$139.1K$140.8K+$1.8K2026-10-14
Gamma Investing LLC
INCREASED15,28511,556+3,729+32%$126.0K$138.6K+$12.7K2026-10-08
PVG Asset Management Corp
UNCHANGED14,90514,90500%$162.5K$135.2K-$27.3K2026-10-19
Perigon Wealth Management, LLC
DECREASED14,72315,933-1,210-8%$173.7K$133.5K-$40.1K2026-10-22
Foguth Wealth Management, Llc.
NEW14,698—+14,698——$128.2K—2026-10-19
Sage Capital Management, LLC
UNCHANGED14,50014,50000%$158.1K$131.5K-$26.5K2026-10-20
JBR Co Financial Management Inc
UNCHANGED14,29514,29500%$155.8K$154.2K-$1.6K2026-10-13
Parkside Financial Bank & Trust
DECREASED13,97614,435-459-3%$157.3K$126.8K-$30.6K2026-10-27
Aegis Wealth Management, Inc.
UNCHANGED13,86013,86000%$151.1K$125.7K-$25.4K2026-10-26
NWF Advisory Services Inc.
INCREASED13,84913,475+374+3%$146.9K$125.6K-$21.3K2026-10-19
Diligent Investors, LLC
INCREASED13,80313,744+59+0%$149.8K$125.2K-$24.6K2026-10-21
Baron Wealth Management LLC
INCREASED13,77113,302+469+4%$145.0K$124.9K-$20.1K2026-10-27
BCO Wealth Management LLC
UNCHANGED13,21413,21400%$144.0K$119.9K-$24.2K2026-10-14
WMG Financial Advisors, LLC
UNCHANGED13,02213,02200%$141.9K$141.9K$02026-10-28
Vanguard Capital Wealth Advisors
DECREASED13,00014,000-1,000-7%$152.6K$117.9K-$34.7K2026-10-16
Fortis Group Advisors, LLC
INCREASED12,89285+12,807+15067%$927$111.6K+$110.6K2026-11-06
Level Four Advisory Services, LLC
DECREASED12,71828,457-15,739-55%$310.2K$115.4K-$194.8K2026-11-06
Oakworth Capital, Inc.
UNCHANGED12,60012,60000%$136.0K$114.3K-$21.7K2026-10-26
Oder Investment Management, LLC
INCREASED12,51512,161+354+3%$132.6K$113.5K-$19.0K2026-11-09
EverSource Wealth Advisors, LLC
DECREASED12,51112,944-433-3%$141.1K$113.5K-$27.6K2026-11-04
Avory & Company, LLC
INCREASED12,50112,094+407+3%$131.8K$113.4K-$18.4K2026-10-21
Longboard Asset Management, LP
NEW12,466—+12,466——$113.1K—2026-10-15
Pavaki Capital Management LLC
UNCHANGED12,00012,00000%$130.8K$108.8K-$22.0K2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED11,90811,695+213+2%$127.5K$108.0K-$19.5K2026-10-23
Optas, LLC
INCREASED11,69211,354+338+3%$123.8K$106.0K-$17.7K2026-11-09
WealthPlan Investment Management, LLC
INCREASED11,66411,310+354+3%$123.3K$105.8K-$17.5K2026-10-15
Ranch Capital Advisors Inc.
INCREASED11,59911,432+167+1%$124.6K$105.2K-$19.4K2026-11-09
PW Nova Financial Services LLC
UNCHANGED11,56511,56500%$126.1K$104.9K-$21.2K2026-10-15
Asset One Wealth Management LLC
NEW11,535—+11,535——$104.6K—2026-11-02
Etesian Wealth Advisors, Inc.
NEW11,500—+11,500——$104.3K—2026-10-27
WealthPLAN Partners, LLC
DECREASED11,42712,847-1,420-11%$140.0K$103.6K-$36.4K2026-10-15
Liberty Capital Management, Inc.
UNCHANGED11,30011,30000%$123.2K$102.5K-$20.7K2026-11-02
Warren Street Wealth Advisors, LLC
DECREASED11,26849,630-38,362-77%$541.0K$102.2K-$438.8K2026-11-04
Covestor Ltd
DECREASED11,16216,156-4,994-31%$176.0K$101.0K-$75.0K2026-10-30
Capital Square, LLC
INCREASED11,16211,059+103+1%$123.1K$101.2K-$21.9K2026-10-19
J. Safra Sarasin Holding AG
DECREASED10,96511,281-316-3%$123.0K$99.5K-$23.5K2026-10-26
Aprio Wealth Management, LLC
NEW10,925—+10,925——$99.1K—2026-10-28
Freestone Capital Holdings, LLC
NEW10,884—+10,884——$98.7K—2026-11-09
TD Private Client Wealth LLC
DECREASED10,83910,988-149-1%$119.8K$98.3K-$21.5K2026-10-28
FWG Investments, Llc.
NEW10,806—+10,806——$98.0K—2026-11-03
Welch Group, LLC
INCREASED10,76510,412+353+3%$113.5K$97.6K-$15.9K2026-10-29
Cora Capital Advisors LLC
INCREASED10,70510,575+130+1%$115.3K$97.1K-$18.2K2026-11-02
AlphaCentric Advisors LLC
INCREASED10,7029,621+1,081+11%$104.9K$97.1K-$7.8K2026-11-03
PFG Advisors
DECREASED10,57211,752-1,180-10%$128.1K$95.9K-$32.2K2026-10-16
Kennedy Investment Group, Inc.
NEW10,469—+10,469——$95.0K—2026-10-21
Avantax Planning Partners, Inc.
DECREASED10,32023,908-13,588-57%$260.6K$93.6K-$167.0K2026-11-03
Roberts Financial Services LLC
NEW10,129—+10,129——$91.9K—2026-10-23
Daymark Wealth Partners, LLC
DECREASED10,08510,368-283-3%$113.0K$91.5K-$21.5K2026-11-04
Quarry Hill Advisors, LLC
UNCHANGED10,00010,00000%$109.0K$90.7K-$18.3K2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED9,99221,819-11,827-54%$238.9K$94.6K-$144.3K2026-11-06
Chapman Financial Group, LLC
NEW9,232—+9,232——$83.7K—2026-10-26
Fifth Third Bancorp
INCREASED8,917285+8,632+3029%$3.1K$80.9K+$77.8K2026-11-05
Heritage Family Offices, LLP
NEW8,718—+8,718——$79.1K—2026-11-02
Meriwether Wealth & Planning, LLC
NEW8,000—+8,000——$72.6K—2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED8,0008,00000%$87.0K$73.0K-$14.0K2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED7,5007,50000%$81.8K$68.0K-$13.7K2026-11-03
First Community Trust NA
UNCHANGED7,3007,30000%$79.6K$66.2K-$13.4K2026-10-07
CX Institutional
INCREASED7,0871,397+5,690+407%$15$64.0K+$64.0K2026-10-02
Summit Securities Group LLC
DECREASED7,0009,000-2,000-22%$98.1K$63.5K-$34.6K2026-11-05
Bayforest Capital Ltd
NEW6,929—+6,929——$62.8K—2026-11-03
North Star Investment Management Corp.
UNCHANGED6,8006,80000%$74.1K$61.7K-$12.4K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED6,650617+6,033+978%$6.7K$60.3K+$53.6K2026-10-07
Rossby Financial, LCC
INCREASED5,5234,112+1,411+34%$44.8K$50.1K+$5.3K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED5,3844,846+538+11%$52.8K$48.8K-$4.0K2026-10-27
Elevation Wealth Partners, LLC
INCREASED5,372848+4,524+533%$9.2K$48.7K+$39.5K2026-10-07
Archer Investment Corp
DECREASED4,9006,288-1,388-22%$68.5K$44.4K-$24.1K2026-11-05
TD Waterhouse Canada Inc.
DECREASED4,7524,952-200-4%$53.4K$42.5K-$10.9K2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED4,3184,31800%$47.1K$39.2K-$7.9K2026-10-13
Spire Wealth Management
UNCHANGED3,9223,92200%$42.8K$35.6K-$7.2K2026-10-30
CoreCap Advisors, LLC
INCREASED3,6302,279+1,351+59%$24.8K$32.9K+$8.1K2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED3,5166,376-2,860-45%$69.5K$31.9K-$37.6K2026-11-05
Nova Financial LLC
NEW3,368—+3,368——$30.5K—2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED3,1273,12700%$34.1K$28.4K-$5.7K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED2,9162,320+596+26%$25.3K$26.4K+$1.2K2026-11-05
Avion Wealth
INCREASED2,9132,820+93+3%$30$26-$42026-11-04
Security National Bank
UNCHANGED2,7502,75000%$30.0K$24.9K-$5.0K2026-10-26
Highline Wealth Partners LLC
DECREASED2,7343,000-266-9%$32.7K$24.8K-$7.9K2026-10-19
N.E.W. Advisory Services LLC
UNCHANGED2,5572,55700%$27.9K$23.2K-$4.7K2026-11-09
MeadowBrook Investment Advisors LLC
DECREASED2,4102,815-405-14%$70.2K$59.5K-$10.8K2026-10-29
Danske Bank A/S
UNCHANGED2,4002,40000%$26.2K$21.8K-$4.4K2026-11-09
Gen-Wealth Partners Inc
UNCHANGED2,3552,35500%$25.7K$21.4K-$4.3K2026-11-04
Markowski Investments
INCREASED2,2261,173+1,053+90%$12.8K$20.2K+$7.4K2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED2,1002,10000%$22.9K$19.0K-$3.8K2026-10-23
Montag A & Associates Inc
UNCHANGED2,0772,07700%$22.9K$19.1K-$3.8K2026-10-29
Elyxium Wealth, LLC
NEW2,070—+2,070——$18.8K—2026-10-27
MassMutual Private Wealth & Trust, FSB
INCREASED1,6481,396+252+18%$15.2K$14.9K-$2692026-10-05
Trust Co of Vermont
INCREASED1,5841,329+255+19%$14.5K$14.4K-$1192026-10-21
Versant Capital Management, Inc
DECREASED1,4875,570-4,083-73%$60.7K$13.5K-$47.2K2026-10-02
Proathlete Wealth Management LLC
NEW1,472—+1,472——$13.4K—2026-10-15
Mather Group, Llc.
INCREASED1,47227+1,445+5352%$297$13.4K+$13.1K2026-10-14
Assetmark, Inc
DECREASED1,4632,368-905-38%$25.8K$13.3K-$12.5K2026-10-21
Zions Bancorporation, National Association
INCREASED1,4421,370+72+5%$14.9K$13.1K-$1.9K2026-11-06
Transce3nd, LLC
DECREASED1,4071,836-429-23%$20.4K$12.4K-$8.1K2026-10-26
Quent Capital, LLC
DECREASED1,3492,351-1,002-43%$25.6K$11.8K-$13.8K2026-11-09
Darwin Wealth Management, LLC
INCREASED1,3201,277+43+3%$13.9K$12.0K-$1.9K2026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,2001,20000%$13.1K$10.9K-$2.2K2026-10-20
Salomon & Ludwin, LLC
UNCHANGED1,1551,15500%$12.5K$10.5K-$2.0K2026-10-29
Jacobi Capital Management LLC
NEW1,144—+1,144——$10.4K—2026-11-05
Latitude Advisors, LLC
NEW1,108—+1,108——$10.0K—2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED1,1061,10600%$12.1K$10.0K-$2.0K2026-10-28
Peterson Wealth Management
UNCHANGED1,0331,03300%$11.3K$9.4K-$1.9K2026-11-06
Tributary Capital Management, LLC
NEW970—+970——$8.8K—2026-10-28
First Command Advisory Services, Inc.
INCREASED964238+726+305%$2.6K$8.8K+$6.2K2026-11-05
Roble, Belko & Company, Inc
INCREASED841813+28+3%$9$8-$12026-11-09
PlanVest Financial, Inc
UNCHANGED74274200%$8.1K$6.7K-$1.4K2026-11-09
Farmers & Merchants Investments Inc
NEW700—+700——$6.3K—2026-10-22
Madden Securities Corp
NEW663—+663——$6.0K—2026-10-27
Bell Investment Advisors, Inc
DECREASED647688-41-6%$7.5K$5.9K-$1.6K2026-10-29
Retirement Wealth Solutions LLC
DECREASED615667-52-8%$7.3K$5.6K-$1.7K2026-10-07
Wolff Wiese Magana LLC
UNCHANGED60060000%$6.5K$5.4K-$1.1K2026-10-15
Smallwood Wealth Investment Management, LLC
NEW591—+591——$5.4K—2026-10-30
Godsey & Gibb, Inc
UNCHANGED54054000%$5.9K$4.9K-$9882026-10-14
Blue Trust, Inc.
NEW525—+525——$4.8K—2026-10-15
Signature Equity Partners, LLC
INCREASED524506+18+4%$5.5K$4.8K-$7622026-10-29
High Point Wealth Management, LLC
UNCHANGED50050000%$5.5K$4.5K-$9152026-11-05
Valley National Advisers Inc
INCREASED447272+175+64%$3.0K$4.1K+$1.1K2026-10-23
SJS Investment Consulting Inc.
INCREASED424282+142+50%$3.1K$3.8K+$7722026-10-26
Cromwell Holdings LLC
INCREASED405293+112+38%$3.2K$3.7K+$4932026-10-28
Aspect Partners, LLC
INCREASED359347+12+3%$3.8K$3.3K-$5282026-10-20
Atlas Capital Advisors Inc.
DECREASED33416,402-16,068-98%$178.8K$645.9K+$467.2K2026-11-09
Harbor Investment Advisory, LLC
UNCHANGED30130100%$3.3K$2.7K-$5512026-10-13
Root Financial Partners, LLC
NEW291—+291——$2.6K—2026-10-21
UMB Private Wealth Management, LLC
NEW256—+256——$2.3K—2026-10-19
Tsfg, LLC
INCREASED244236+8+3%$3$2-$12026-10-23
GHP Investment Advisors, Inc.
UNCHANGED24124100%$2.6K$2.2K-$4412026-10-15
Fortitude Family Office, LLC
UNCHANGED22922900%$2.5K$2.1K-$4192026-10-14
Essential Partners LLC
DECREASED212236-24-10%$2.6K$1.9K-$6492026-10-14
First Horizon Corp
UNCHANGED20020000%$2.2K$1.8K-$3662026-10-26
Financial Consulate, Inc
UNCHANGED19919900%$2.2K$1.8K-$3652026-10-23
GK Wealth Management LLC
NEW194—+194——$1.8K—2026-10-09
Bessemer Group Inc
DECREASED193210-17-8%$2$2$02026-11-09
James T. Borello RIA
DECREASED171680-509-75%$7.4K$1.6K-$5.9K2026-10-16
Clearstead Trust, LLC
UNCHANGED14514500%$1.6K$1.3K-$2652026-11-06
Mountain Hill Investment Partners Corp.
INCREASED137133+4+3%$1.4K$1.2K-$2032026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED12212200%$1.3K$1.1K-$2232026-10-16
Planning Strategies Inc.
DECREASED121122-1-1%$1.3K$1.1K-$2332026-10-02
Quest 10 Wealth Builders, Inc.
DECREASED117119-2-2%$1.3K$1.1K-$2352026-11-02
American Capital Advisory, LLC
DECREASED113156-43-28%$1.7K$1.0K-$6762026-10-28
Key Capital Management, Inc
UNCHANGED10910900%$1.2K$989-$1992026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED989800%$1$1$02026-10-27
Ascentis Independent Advisors
NEW77—+77——$698—2026-11-03
Highland Investment Advisors LLC
INCREASED7269+3+4%$757$651-$1062026-11-09
Pension & Wealth Management Advisors, Inc.
INCREASED6725+42+168%$273$608+$3352026-10-16
True Wealth Design, LLC
UNCHANGED575700%$622$517-$1052026-10-13
Physician Wealth Advisors, Inc.
NEW47—+47——$427—2026-10-20
Torren Management, LLC
UNCHANGED454500%$491$408-$832026-10-29
Align Financial, LLC
NEW38—+38——$345—2026-10-16
Balance Wealth Partners LLC
NEW29—+29——$262—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED292900%$320$267-$532026-11-03
Harbor Asset Planning, Inc.
UNCHANGED282800%$302$251-$512026-10-23
MV Capital Management, Inc.
DECREASED1571-56-79%$774$137-$6372026-10-29
DecisionPoint Financial, LLC
UNCHANGED141400%$152$126-$262026-10-27
Tidemark, LLC
NEW13—+13——$118—2026-11-09
Quaker Wealth Management, LLC
UNCHANGED8800%$88$73-$152026-10-22
Nfsg Corp
NEW3—+3——$27—2026-10-15
Center for Financial Planning, Inc.
UNCHANGED3300%$33$27-$62026-10-26
Picton Mahoney Asset Management
CLOSED0231,212-231,212-100%$2.5M$0-$2.5M2026-11-09
Wespac Advisors SoCal, LLC
CLOSED0177,869-177,869-100%$1.9M$0-$1.9M2026-10-13
Prospera Financial Services Inc
CLOSED0102,821-102,821-100%$1.1M$0-$1.1M2026-11-04
Waterfront Wealth Inc.
CLOSED095,947-95,947-100%$1.1M$0-$1.1M2026-11-03
Krilogy Financial LLC
CLOSED071,828-71,828-100%$782.9K$0-$782.9K2026-10-13
VestGen Advisors, LLC
CLOSED042,861-42,861-100%$467.2K$0-$467.2K2026-10-27
Dynamic Advisor Solutions LLC
CLOSED041,821-41,821-100%$455.8K$0-$455.8K2026-10-13
Intech Investment Management LLC
CLOSED041,637-41,637-100%$453.8K$0-$453.8K2026-11-09
Castleview Partners, LLC
CLOSED031,612-31,612-100%$344.6K$0-$344.6K2026-10-09
DDD Partners, LLC
CLOSED026,183-26,183-100%$285.4K$0-$285.4K2026-11-02
Gateway Investment Advisers LLC
CLOSED024,970-24,970-100%$272.2K$0-$272.2K2026-10-13
Vise Technologies, Inc.
CLOSED021,487-21,487-100%$234.2K$0-$234.2K2026-10-29
Ascent Group, LLC
CLOSED013,233-13,233-100%$144.2K$0-$144.2K2026-10-30
Vaughan David Investments LLC
CLOSED013,101-13,101-100%$143.0K$0-$143.0K2026-11-05
Greenwood Gearhart LLC
CLOSED012,993-12,993-100%$141.6K$0-$141.6K2026-11-02
Valeo Financial Advisors, LLC
CLOSED012,929-12,929-100%$140.9K$0-$140.9K2026-10-08
Annex Advisory Services, LLC
CLOSED012,838-12,838-100%$139.9K$0-$139.9K2026-10-16
Dana Investment Advisors, Inc.
CLOSED012,690-12,690-100%$138.3K$0-$138.3K2026-11-06
Lane Brothers & Co Inc
CLOSED012,531-12,531-100%$136.6K$0-$136.6K2026-11-02
Liberty Atlantic Advisors LLC
CLOSED012,000-12,000-100%$132.2K$0-$132.2K2026-10-14
Farmers & Merchants Trust Co of Long Beach
CLOSED011,000-11,000-100%$119.9K$0-$119.9K2026-10-22
MN Wealth Advisors, LLC
CLOSED010,798-10,798-100%$117.7K$0-$117.7K2026-10-23
Beacon Financial Advisory LLC
CLOSED010,741-10,741-100%$117.1K$0-$117.1K2026-10-16
Wespac Advisors, LLC
CLOSED010,398-10,398-100%$113.3K$0-$113.3K2026-10-26
B. Riley Wealth Advisors, Inc.
CLOSED010,259-10,259-100%$112.9K$0-$112.9K2026-10-13
Enterprise Financial Services Corp
CLOSED010,222-10,222-100%$111.4K$0-$111.4K2026-11-03
Wealth Alliance Advisory Group, LLC
CLOSED010,083-10,083-100%$109.9K$0-$109.9K2026-10-14
Solstein Capital, LLC
CLOSED07,819-7,819-100%$85.2K$0-$85.2K2026-11-02
Bullseye Investment Management, LLC
CLOSED03,150-3,150-100%$34.3K$0-$34.3K2026-10-29
Salem Investment Counselors Inc
CLOSED03,000-3,000-100%$33.1K$0-$33.1K2026-10-13
MCF Advisors LLC
CLOSED02,408-2,408-100%$26.5K$0-$26.5K2026-10-28
Gill Capital Partners, LLC
CLOSED01,550-1,550-100%$16.9K$0-$16.9K2026-10-13
Institute for Wealth Management, Llc.
CLOSED01,433-1,433-100%$15.6K$0-$15.6K2026-11-06
AdvisorNet Financial, Inc
CLOSED01,170-1,170-100%$12.8K$0-$12.8K2026-10-15
Activest Wealth Management
CLOSED01,040-1,040-100%$11.3K$0-$11.3K2026-10-15
Bangor Savings Bank
CLOSED0750-750-100%$8.2K$0-$8.2K2026-10-06
Cullen T Bankers, Inc.
CLOSED0683-683-100%$7.4K$0-$7.4K2026-10-28
Private Wealth Management Group, LLC
CLOSED0570-570-100%$6.2K$0-$6.2K2026-10-19
Jnba Financial Advisors
CLOSED0539-539-100%$5.9K$0-$5.9K2026-11-03
Key FInancial Inc
CLOSED0500-500-100%$5.5K$0-$5.5K2026-11-02
Cornerstone Planning Group LLC
CLOSED0216-216-100%$2.3K$0-$2.3K2026-10-16
Decker Retirement Planning Inc.
CLOSED0204-204-100%$2.2K$0-$2.2K2026-10-19
Central Trust Co
CLOSED0114-114-100%$1.2K$0-$1.2K2026-11-05
Stone House Investment Management, LLC
CLOSED077-77-100%$839$0-$8392026-10-23
Hughes Financial Services, LLC
CLOSED052-52-100%$567$0-$5672026-10-30
Asset Dedication, LLC
CLOSED032-32-100%$349$0-$3492026-11-03
NBT Bank, N.A.
CLOSED029-29-100%$316$0-$3162026-10-21
Plante Moran Financial Advisors, LLC
CLOSED027-27-100%$294$0-$2942026-11-04
BlackRock, Inc.
N/A—64,594,088-64,594,088-100%$704.1M———
Vanguard Capital Management LLC
N/A—51,588,727-51,588,727-100%$562.3M———
Vanguard Portfolio Management LLC
N/A—46,120,221-46,120,221-100%$502.7M———
UBS Group AG
N/A—27,313,853-27,313,853-100%$297.7M———
State Street Corp
N/A—20,640,491-20,640,491-100%$227.5M———
Norges Bank
N/A—15,473,900-15,473,900-100%$168.7M———
Victory Capital Management Inc
N/A—8,777,731-8,777,731-100%$95.7M———
Charles Schwab Investment Management Inc
N/A—8,146,540-8,146,540-100%$88.8M———
Northern Trust Corp
N/A—7,506,435-7,506,435-100%$81.8M———
Vanguard Fiduciary Trust Co
N/A—7,253,754-7,253,754-100%$79.1M———
Morgan Stanley
N/A—7,176,369-7,176,369-100%$78.2M———
Bank of America Corp
N/A—7,110,171-7,110,171-100%$77.5M———
Vaughan Nelson Investment Management, L.P.
N/A—6,048,882-6,048,882-100%$65.9M———
Goldman Sachs Group Inc
N/A—5,729,786-5,729,786-100%$62.5M———
Van Eck Associates Corp
N/A—5,190,499-5,190,499-100%$56.6M———
HRT Financial LP
N/A—4,354,395-4,354,395-100%$47.5M———
Jane Street Group, LLC
N/A—3,993,493-3,993,493-100%$43.5M———
Qube Research & Technologies Ltd
N/A—3,760,710-3,760,710-100%$41.0M———
UBS Asset Management Americas LLC
N/A—3,348,893-3,348,893-100%$36.5M———
Focus Partners Wealth
N/A—3,343,851-3,343,851-100%$36.5M———
Advisors Capital Management, LLC
N/A—3,249,628-3,249,628-100%$35.4M———
Nuveen, LLC
N/A—3,136,039-3,136,039-100%$34.2M———
First Trust Advisors LP
N/A—2,936,162-2,936,162-100%$32.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,906,022-2,906,022-100%$31.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,860,986-2,860,986-100%$31.2M———
Wells Fargo & Company
N/A—2,778,570-2,778,570-100%$30.3M———
California Public Employees Retirement System
N/A—2,718,118-2,718,118-100%$29.6M———
Tudor Investment Corp ET AL
N/A—2,609,141-2,609,141-100%$28.4M———
JPMorgan Chase & Co
N/A—2,595,158-2,595,158-100%$29.1M———
Raymond James Financial Inc
N/A—2,554,861-2,554,861-100%$27.8M———
Invesco Ltd.
N/A—2,381,661-2,381,661-100%$26.0M———
Swiss National Bank
N/A—2,253,800-2,253,800-100%$24.6M———
Susquehanna International Group, LLP
N/A—2,108,244-2,108,244-100%$23.0M———
FMR LLC
N/A—2,015,618-2,015,618-100%$22.0M———
Envestnet Asset Management Inc
N/A—1,826,797-1,826,797-100%$19.9M———
Royal Bank of Canada
N/A—1,774,877-1,774,877-100%$19.3M———
Osaic Holdings, Inc.
N/A—1,569,187-1,569,187-100%$17.1M———
Stifel Financial Corp
N/A—1,465,104-1,465,104-100%$16.0M———
D. E. Shaw & Co., Inc.
N/A—1,419,557-1,419,557-100%$15.5M———
California State Teachers Retirement System
N/A—1,314,930-1,314,930-100%$14.3M———
Storebrand Asset Management AS
N/A—1,256,581-1,256,581-100%$13.7M———
Cetera Investment Advisers
N/A—1,237,584-1,237,584-100%$13.5M———
Trivium Point Advisory, LLC
N/A—1,115,176-1,115,176-100%$12.2M———
Clearbridge Investments, LLC
N/A—1,113,404-1,113,404-100%$12.1M———
FWL Investment Management, LLC
N/A—1,086,876-1,086,876-100%$11.8M———
Vanguard Asset Management, Ltd
N/A—1,057,218-1,057,218-100%$11.5M———
Price T Rowe Associates Inc
N/A—1,044,709-1,044,709-100%$11.4M———
Advisors Asset Management, Inc.
N/A—1,017,539-1,017,539-100%$11.1M———
Legal & General Group Plc
N/A—998,501-998,501-100%$10.9M———
Citadel Advisors LLC
N/A—994,234-994,234-100%$10.8M———
Rhumbline Advisers
N/A—868,096-868,096-100%$9.5M———
TCW Group Inc
N/A—861,041-861,041-100%$9.4M———
Neuberger Berman Group LLC
N/A—828,786-828,786-100%$9.0M———
Arrowstreet Capital, Limited Partnership
N/A—812,068-812,068-100%$8.9M———
ExodusPoint Capital Management, LP
N/A—761,416-761,416-100%$8.3M———
Icon Advisers Inc
N/A—741,926-741,926-100%$8.1M———
QRG Capital Management, Inc.
N/A—713,525-713,525-100%$7.8M———
Natixis Advisors, LLC
N/A—643,234-643,234-100%$7.0M———
Graham Capital Management, L.P.
N/A—635,361-635,361-100%$6.9M———
Ameriprise Financial Inc
N/A—622,479-622,479-100%$6.8M———
Beck Capital Management, LLC
N/A—617,520-617,520-100%$6.7M———
New York State Common Retirement Fund
N/A—572,289-572,289-100%$6.2M———
Jain Global LLC
N/A—564,947-564,947-100%$6.2M———
Edgestream Partners, L.P.
N/A—558,348-558,348-100%$6.1M———
Alliancebernstein L.P.
N/A—555,168-555,168-100%$5.6M———
Manufacturers Life Insurance Company, the
N/A—549,291-549,291-100%$6.0M———
State Board of Administration of Florida Retirement System
N/A—548,545-548,545-100%$6.0M———
SG Americas Securities, LLC
N/A—544,265-544,265-100%$5.9M———
State of Wisconsin Investment Board
N/A—540,242-540,242-100%$5.9M———
Baird Financial Group, Inc.
N/A—507,773-507,773-100%$5.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—495,420-495,420-100%$5.4M———
Janney Montgomery Scott LLC
N/A—493,845-493,845-100%$5.4M———
MML Investors Services, LLC
N/A—493,370-493,370-100%$5.4M———
Treasurer of the State of North Carolina
N/A—487,966-487,966-100%$5.3M———
Jupiter Topco LLC
N/A—486,442-486,442-100%$5.3M———
Quantinno Capital Management LP
N/A—450,024-450,024-100%$4.9M———
Schonfeld Strategic Advisors LLC
N/A—445,787-445,787-100%$4.9M———
Vanguard Global Advisers, LLC
N/A—435,978-435,978-100%$4.8M———
Caisse DES Depots ET Consignations
N/A—428,560-428,560-100%$4.7M———
PFG Investments, LLC
N/A—422,234-422,234-100%$4.6M———
Arax Advisory Partners
N/A—421,091-421,091-100%$4.6M———
Rockefeller Capital Management L.P.
N/A—419,737-419,737-100%$4.6M———
Mercer Global Advisors Inc
N/A—405,144-405,144-100%$4.4M———
BNP Paribas Financial Markets
N/A—364,310-364,310-100%$4.0M———
AQR Capital Management LLC
N/A—347,508-347,508-100%$3.8M———
Capital Fund Management S.A.
N/A—338,177-338,177-100%$3.7M———
Public Employees Retirement System of Ohio
N/A—326,589-326,589-100%$3.6M———
Two Sigma Investments, LP
N/A—325,899-325,899-100%$3.6M———
Parallax Volatility Advisers, L.P.
N/A—321,861-321,861-100%$3.5M———
Worldquant Millennium Advisors LLC
N/A—317,699-317,699-100%$3.5M———
Waterloo Capital, L.P.
N/A—307,936-307,936-100%$3.4M———
SEI Investments Co
N/A—292,414-292,414-100%$3.2M———
Transcend Capital Advisors, LLC
N/A—291,302-291,302-100%$3.2M———
BFC Planning, Inc.
N/A—277,836-277,836-100%$3.0M———
Vanguard Investments Australia, Ltd.
N/A—272,338-272,338-100%$3.0M———
Advisory Services Network, LLC
N/A—267,458-267,458-100%$2.9M———
Voloridge Investment Management, LLC
N/A—264,718-264,718-100%$2.9M———
KLP Kapitalforvaltning AS
N/A—254,400-254,400-100%$2.8M———
Savvy Advisors, Inc.
N/A—252,428-252,428-100%$2.8M———
Kovack Advisors, Inc.
N/A—244,923-244,923-100%$2.6M———
Pathstone Holdings, LLC
N/A—241,366-241,366-100%$2.7M———
RBF Capital, LLC
N/A—230,000-230,000-100%$2.5M———
SummitTX Capital, L.P.
N/A—228,879-228,879-100%$2.5M———
CIBC Bancorp USA Inc.
N/A—224,658-224,658-100%$2.4M———
Hollencrest Capital Management
N/A—220,800-220,800-100%$2.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—209,283-209,283-100%$2.3M———
&partners
N/A—203,193-203,193-100%$2.2M———
Millennium Management LLC
N/A—202,880-202,880-100%$2.2M———
Private Advisor Group, LLC
N/A—201,448-201,448-100%$2.2M———
Freestone Grove Partners LP
N/A—201,433-201,433-100%$2.2M———
Bramshill Investments, LLC
N/A—196,596-196,596-100%$2.1M———
Cozad Asset Management Inc
N/A—191,895-191,895-100%$2.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—188,377-188,377-100%$2.1M———
Summit Financial, LLC
N/A—187,163-187,163-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—185,677-185,677-100%$2.0M———
Virtu Financial LLC
N/A—181,186-181,186-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—180,036-180,036-100%$2.0M———
Continuum Advisory, LLC
N/A—179,446-179,446-100%$2.0M———
Brevan Howard Capital Management LP
N/A—178,499-178,499-100%$1.9M———
Utah Retirement Systems
N/A—173,932-173,932-100%$1.9M———
Penserra Capital Management LLC
N/A—172,543-172,543-100%$1.9M———
Franklin Resources Inc
N/A—172,057-172,057-100%$1.9M———
Caprock Group, LLC
N/A—168,138-168,138-100%$1.9M———
Havemeyer Place LP
N/A—158,942-158,942-100%$1.7M———
Astoria Portfolio Advisors Llc.
N/A—158,075-158,075-100%$1.7M———
Founders Financial Alliance, LLC
N/A—149,595-149,595-100%$1.6M———
Teacher Retirement System of Texas
N/A—145,586-145,586-100%$1.6M———
NewEdge Advisors, LLC
N/A—144,788-144,788-100%$1.6M———
Canada Life Assurance Co
N/A—140,594-140,594-100%$1.5M———
Cannell & Spears LLC
N/A—139,056-139,056-100%$1.5M———
Inceptionr LLC
N/A—129,341-129,341-100%$1.4M———
Group One Trading LLC
N/A—125,241-125,241-100%$1.4M———
HighTower Advisors, LLC
N/A—121,450-121,450-100%$1.3M———
Odyssean, LLC
N/A—120,735-120,735-100%$1.3M———
Caption Management, LLC
N/A—120,000-120,000-100%$1.3M———
Voya Investment Management LLC
N/A—117,682-117,682-100%$1.3M———
Independent Advisor Alliance
N/A—111,152-111,152-100%$1.2M———
Wealthspire Advisors, LLC
N/A—110,853-110,853-100%$1.2M———
Principal Securities, Inc.
N/A—107,929-107,929-100%$1.2M———
Headlands Technologies LLC
N/A—106,330-106,330-100%$1.2M———
Gotham Asset Management, LLC
N/A—101,517-101,517-100%$1.1M———
Cornerstone Select Advisors, LLC
N/A—101,142-101,142-100%$1.1M———
Public Employees Retirement Association of Colorado
N/A—100,510-100,510-100%$1.1M———
Integrated Investment Consultants, LLC
N/A—97,555-97,555-100%$1.1M———
Dynamic Technology Lab Private Ltd
N/A—97,199-97,199-100%$1.1M———
Fora Capital, LLC
N/A—95,046-95,046-100%$1.0M———
Steadtrust LLC
N/A—94,592-94,592-100%$1.0M———
Captrust Financial Advisors
N/A—93,933-93,933-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—91,107-91,107-100%$993.1K———
Ameritas Advisory Services, LLC
N/A—90,513-90,513-100%$986.6K———
Regal Investment Advisors LLC
N/A—90,191-90,191-100%$983.1K———
Greenland Capital Management LP
N/A—90,000-90,000-100%$981.0K———
Federation des caisses Desjardins du Quebec
N/A—87,418-87,418-100%$952.8K———
Arkadios Wealth Advisors
N/A—86,499-86,499-100%$942.8K———
Quantitative Investment Management, LLC
N/A—86,261-86,261-100%$940.0K———
Stonebridge Financial Group, LLC
N/A—83,557-83,557-100%$920———
Cerity Partners LLC
N/A—80,123-80,123-100%$873.4K———
Marshall Wace, LLP
N/A—79,354-79,354-100%$865.0K———
Envestnet Portfolio Solutions, Inc.
N/A—78,955-78,955-100%$860.6K———
Main Street Financial Solutions, LLC
N/A—78,822-78,822-100%$859.2K———
Kingsview Wealth Management, LLC
N/A—78,526-78,526-100%$855.9K———
Guggenheim Capital LLC
N/A—78,106-78,106-100%$851.4K———
GSA Capital Partners LLP
N/A—77,694-77,694-100%$847.0K———
Sanctuary Advisors, LLC
N/A—76,950-76,950-100%$838.8K———
Catalyst Funds Management Pty Ltd
N/A—75,875-75,875-100%$827.0K———
Lighthouse Investment Partners, LLC
N/A—75,630-75,630-100%$824.4K———
MAI Capital Management
N/A—74,390-74,390-100%$810.8K———
Ensign Peak Advisors, Inc
N/A—74,198-74,198-100%$808.8K———
Jackson Thornton Wealth Management, LLC
N/A—73,861-73,861-100%$805.1K———
SCS Capital Management LLC
N/A—72,855-72,855-100%$794.1K———
Equitable Holdings, Inc.
N/A—72,812-72,812-100%$793.6K———
Elo Mutual Pension Insurance Co
N/A—71,275-71,275-100%$776.9K———
Vanguard Personalized Indexing Management, LLC
N/A—65,762-65,762-100%$716.8K———
NewEdge Wealth, LLC
N/A—65,584-65,584-100%$714.9K———
EntryPoint Capital, LLC
N/A—63,577-63,577-100%$693.0K———
Winton Group Ltd
N/A—60,600-60,600-100%$660.5K———
VPR Management LLC
N/A—60,000-60,000-100%$654.0K———
Jones Financial Companies Lllp
N/A—58,777-58,777-100%$640.7K———
Madison Wealth Partners, Inc
N/A—57,782-57,782-100%$629.8K———
Westend Capital Management, LLC
N/A—51,776-51,776-100%$564.4K———
Bleakley Financial Group, LLC
N/A—51,441-51,441-100%$560.7K———
National Bank of Canada
N/A—50,335-50,335-100%$548.1K———
Carmignac Gestion
N/A—49,928-49,928-100%$544.2K———
DoubleLine ETF Adviser LP
N/A—49,123-49,123-100%$535.4K———
WJ Financial Advisors LLC
N/A—49,103-49,103-100%$535.2K———
Centaurus Financial, Inc.
N/A—48,033-48,033-100%$524.0K———
Significant Wealth Partners LLC
N/A—47,774-47,774-100%$520.7K———
DnB Asset Management AS
N/A—47,596-47,596-100%$518.8K———
Benjamin Edwards Inc
N/A—46,219-46,219-100%$503.8K———
First Foundation Advisors
N/A—45,946-45,946-100%$500.8K———
Prudential Financial Inc
N/A—45,580-45,580-100%$496.8K———
Two Sigma Securities, LLC
N/A—44,937-44,937-100%$489.8K———
Strategic Financial Concepts, LLC
N/A—44,842-44,842-100%$488.8K———
Orion Porfolio Solutions, LLC
N/A—44,232-44,232-100%$482.1K———
Nomura Holdings Inc
N/A—44,026-44,026-100%$479.9K———
M&T Bank Corp
N/A—43,092-43,092-100%$469.6K———
Infrastructure Capital Advisors, LLC
N/A—42,881-42,881-100%$467.4K———
Integrated Wealth Concepts LLC
N/A—41,234-41,234-100%$449.5K———
Bridgefront Capital, LLC
N/A—40,627-40,627-100%$442.8K———
Maridea Wealth Management LLC
N/A—40,387-40,387-100%$440.2K———
Aster Capital Management (Difc) Ltd
N/A—40,052-40,052-100%$436.6K———
Global Retirement Partners, LLC
N/A—39,897-39,897-100%$434.9K———
Stephens Inc
N/A—39,649-39,649-100%$432.2K———
Genesis Wealth Advisors, LLC
N/A—37,279-37,279-100%$406.3K———
VestGen Investment Management
N/A—36,573-36,573-100%$398.6K———
Blair William & Co
N/A—36,245-36,245-100%$395.1K———
LaSalle St. Investment Advisors, LLC
N/A—34,748-34,748-100%$378.8K———
Curi Capital, LLC
N/A—33,263-33,263-100%$361.7K———
HSBC Holdings PLC
N/A—33,204-33,204-100%$362.1K———
Vident Advisory, LLC
N/A—32,750-32,750-100%$357.0K———
Summit Trail Advisors, LLC
N/A—32,093-32,093-100%$349.8K———
Angel Oak Capital Advisors, LLC
N/A—30,500-30,500-100%$332.5K———
Mutual Advisors, LLC
N/A—30,317-30,317-100%$330.5K———
Gentry Private Wealth, LLC
N/A—29,943-29,943-100%$326.4K———
United Capital Financial Advisors, LLC
N/A—29,234-29,234-100%$318.6K———
Insigneo Advisory Services, LLC
N/A—28,884-28,884-100%$314.8K———
Aspen Wealth Strategies, LLC
N/A—28,720-28,720-100%$313.0K———
Composition Wealth, LLC
N/A—27,446-27,446-100%$299.2K———
DV Trading LLC
N/A—27,100-27,100-100%$295.4K———
Evolve Private Wealth, LLC
N/A—27,022-27,022-100%$297.4K———
CIBC World Market Inc.
N/A—26,522-26,522-100%$289.1K———
Keystone Financial Group
N/A—26,450-26,450-100%$288.3K———
DRW Securities, LLC
N/A—26,207-26,207-100%$285.7K———
TRB Wealth Management, LLC
N/A—26,110-26,110-100%$284.6K———
Front Row Advisors LLC
N/A—25,000-25,000-100%$272.3K———
Meeder Advisory Services, Inc.
N/A—24,804-24,804-100%$270.4K———
Allianz Asset Management GmbH
N/A—24,095-24,095-100%$262.6K———
New Age Alpha Advisors, LLC
N/A—23,906-23,906-100%$260.6K———
Ellevest, Inc.
N/A—22,765-22,765-100%$248.1K———
OneDigital Investment Advisors LLC
N/A—22,347-22,347-100%$243.6K———
Eight 31 Financial, LLC
N/A—21,906-21,906-100%$238.8K———
Redwood Investment Management, LLC
N/A—21,578-21,578-100%$235.0K———
Sagewood Asset Management LP
N/A—21,150-21,150-100%$230.5K———
Permanent Capital Management, LP
N/A—21,060-21,060-100%$232.1K———
BNP Paribas Asset Management Holding S.A.
N/A—20,675-20,675-100%$225.4K———
IHT Wealth Management, LLC
N/A—19,946-19,946-100%$217.4K———
Frisch Financial Group, Inc.
N/A—19,555-19,555-100%$215.5K———
AE Wealth Management LLC
N/A—19,216-19,216-100%$209.5K———
EP Wealth Advisors, LLC
N/A—19,136-19,136-100%$208.6K———
Aptus Capital Advisors, LLC
N/A—19,039-19,039-100%$207.5K———
Bluespring Wealth Management, LLC
N/A—19,012-19,012-100%$207.2K———
O'shaughnessy Asset Management, LLC
N/A—18,996-18,996-100%$207.1K———
Financial Gravity Companies, Inc.
N/A—18,760-18,760-100%$204.5K———
MetLife Investment Management, LLC
N/A—18,698-18,698-100%$203.8K———
Waverly Advisors, LLC
N/A—18,365-18,365-100%$200.2K———
Dynasty Wealth Management, LLC
N/A—18,326-18,326-100%$199.8K———
Cary Street Partners Financial LLC
N/A—18,238-18,238-100%$198.8K———
WealthTrust Axiom LLC
N/A—18,200-18,200-100%$198.4K———
O'rourke & Company, Inc
N/A—18,070-18,070-100%$197.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—17,816-17,816-100%$194.2K———
one8zero8, LLC
N/A—17,600-17,600-100%$191.8K———
Planning Directions Inc
N/A—17,516-17,516-100%$190.9K———
Engineers Gate Manager LP
N/A—17,242-17,242-100%$187.9K———
Navis Wealth Advisors, LLC
N/A—17,000-17,000-100%$185.3K———
One Charles Private Wealth Services, LLC
N/A—16,089-16,089-100%$175.4K———
Guardian Wealth Advisors, LLC / NC
N/A—16,082-16,082-100%$175.3K———
Greenwich Wealth Management LLC
N/A—16,021-16,021-100%$175.0K———
Rothschild Wealth LLC
N/A—15,222-15,222-100%$165.9K———
Rogco, LP
N/A—15,000-15,000-100%$163.5K———
Fidelis Capital Partners, LLC
N/A—14,777-14,777-100%$161.1K———
Better Way Financial, LLC
N/A—14,772-14,772-100%$161.0K———
Garden State Investment Advisory Services LLC
N/A—13,426-13,426-100%$146.4K———
World Investment Advisors
N/A—12,523-12,523-100%$129.4K———
Transamerica Financial Advisors, LLC
N/A—12,389-12,389-100%$136.7K———
Jupiter Asset Management LTD
N/A—12,379-12,379-100%$134.9K———
BTC Capital Management, Inc.
N/A—12,000-12,000-100%$130.8K———
Jaffetilchin Investment Partners, LLC
N/A—11,556-11,556-100%$126.0K———
Talon Private Wealth, LLC
N/A—11,511-11,511-100%$125.5K———
Foundations Investment Advisors, LLC
N/A—11,454-11,454-100%$124.9K———
VSM Wealth Advisory, LLC
N/A—11,452-11,452-100%$124.8K———
Frec Markets, Inc.
N/A—11,286-11,286-100%$123.0K———
Financial Engines Advisors L.L.C.
N/A—11,170-11,170-100%$121.8K———
AlphaGrep UK Ltd
N/A—11,055-11,055-100%$120.5K———
Proffitt & Goodson Inc
N/A—10,976-10,976-100%$119.6K———
Sequoia Financial Advisors, LLC
N/A—10,433-10,433-100%$113.7K———
Van Diest Capital, LLC
N/A—10,222-10,222-100%$111.4K———
Modern Wealth Management, LLC
N/A—10,089-10,089-100%$110.0K———
Brown Advisory Inc
N/A—10,007-10,007-100%$109.1K———
WealthCollab, LLC
N/A—9,586-9,586-100%$104.5K———
Northwestern Mutual Wealth Management Co
N/A—9,310-9,310-100%$101.5K———
Huntington National Bank
N/A—8,965-8,965-100%$97.7K———
Bruce G. Allen Investments, LLC
N/A—8,672-8,672-100%$94.5K———
Nomura Asset Management Co LTD
N/A—6,000-6,000-100%$65.4K———
Ameritas Investment Partners, Inc.
N/A—6,000-6,000-100%$65.4K———
Corsicana & Co.
N/A—5,500-5,500-100%$60.0K———
Tower Research Capital LLC (TRC)
N/A—5,434-5,434-100%$59.2K———
Fourth Dimension Wealth, LLC
N/A—5,000-5,000-100%$54.5K———
LOS Angeles Capital Management LLC
N/A—4,753-4,753-100%$51.8K———
Nova Wealth Management, Inc.
N/A—4,671-4,671-100%$50.9K———
Capital Analysts, LLC
N/A—4,472-4,472-100%$49.0K———
Forum Finance Group S.A.
N/A—3,840-3,840-100%$34———
Financial Life Planners
N/A—3,826-3,826-100%$41.7K———
Bogart Wealth, LLC
N/A—3,695-3,695-100%$40.3K———
Crewe Advisors LLC
N/A—3,417-3,417-100%$37.5K———
Altshuler Shaham Ltd
N/A—3,164-3,164-100%$34.5K———
IMA Advisory Services, Inc.
N/A—3,000-3,000-100%$32.7K———
Graney & King, LLC
N/A—2,936-2,936-100%$32.0K———
Osbon Capital Management LLC
N/A—2,537-2,537-100%$27.7K———
Swan Capital LLC
N/A—2,500-2,500-100%$27.3K———
Smartleaf Asset Management LLC
N/A—2,342-2,342-100%$25.8K———
Delta Asset Management LLC
N/A—2,300-2,300-100%$25.1K———
Manning & Napier Advisors LLC
N/A—2,037-2,037-100%$22.4K———
Strategic Wealth Partners, Ltd.
N/A—2,030-2,030-100%$22.1K———
Mark Sheptoff Financial Planning, LLC
N/A—1,730-1,730-100%$18.9K———
LRI Investments, LLC
N/A—1,546-1,546-100%$16.9K———
Aventura Private Wealth, LLC
N/A—1,500-1,500-100%$16.4K———
Cary Street Partners Investment Advisory LLC
N/A—1,318-1,318-100%$14.4K———
Kerr Financial Planning Corp
N/A—1,317-1,317-100%$14.4K———
Vision Retirement, LLC
N/A—1,183-1,183-100%$12.9K———
Caitlin John, LLC
N/A—1,109-1,109-100%$12.1K———
SHP Wealth Management
N/A—1,101-1,101-100%$12.0K———
Coppell Advisory Solutions LLC
N/A—1,092-1,092-100%$208.5K———
Basepoint Wealth LLC
N/A—1,043-1,043-100%$11.4K———
Rothschild Investment LLC
N/A—912-912-100%$9.9K———
Fiduciary Financial Advisors
N/A—509-509-100%$5.5K———
Atlantic Union Bankshares Corp
N/A—500-500-100%$5.5K———
Cornerstone Financial Management LLC
N/A—472-472-100%$5.1K———
Brown Brothers Harriman & Co
N/A—469-469-100%$5.1K———
PIN OAK Investment Advisors Inc
N/A—450-450-100%$5———
Strategic Investment Solutions, Inc.
N/A—325-325-100%$3.5K———
Keating Financial Advisory Services, Inc.
N/A—325-325-100%$3.5K———
Sachetta, LLC
N/A—253-253-100%$2.8K———
Mcguire Capital Advisors Inc
N/A—228-228-100%$2.5K———
Glen Eagle Advisors, LLC
N/A—200-200-100%$2.2K———
Ameriflex Group, Inc.
N/A—60-60-100%$654———
Raffa Wealth Management, LLC
N/A—47-47-100%$512———
Synergy Investment Management, LLC
N/A—36-36-100%$392———
Dunhill Financial, LLC
N/A—21-21-100%$231———
Medallion Wealth Advisors, LLC
N/A—19-19-100%$207———
Bartlett & Co. Wealth Management LLC
N/A—14-14-100%$154———
Measured Wealth Private Client Group, LLC
N/A—00—$0———
Showing 759 of 759 institutions