Aegon Ltd-Ny REG SHR (AEG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Dimensional Fund Advisors LP

DECREASED

Shares12,746,951 from 13,035,922

Change-288,971 (-2%)

Value$110.0M (-$4.9K)

Filed 2026-11-04

ABC Arbitrage SA

INCREASED

Shares2,127,083 from 1,563,550

Change+563,533 (+36%)

Value$18.4M (+$5.2M)

Filed 2026-10-23

GW Henssler & Associates LTD

NEW

Shares1,042,790

Change+1,042,790

Value$9.0M

Filed 2026-10-26

Creative Planning

INCREASED

Shares805,907 from 685,666

Change+120,241 (+18%)

Value$7.0M (+$1.2M)

Filed 2026-11-02

Grace & White Inc

DECREASED

Shares787,912 from 964,276

Change-176,364 (-18%)

Value$6.8M (-$1.3M)

Filed 2026-10-23

Oppenheimer & Co Inc

INCREASED

Shares619,982 from 605,608

Change+14,374 (+2%)

Value$5.4M (+$239.1K)

Filed 2026-10-26

MacKenzie Financial Corp

NEW

Shares554,454

Change+554,454

Value$4.8M

Filed 2026-11-02

US Bancorp \de\

DECREASED

Shares352,094 from 438,010

Change-85,916 (-20%)

Value$3.0M (-$658.2K)

Filed 2026-11-05

Ethic Inc.

INCREASED

Shares283,252 from 250,678

Change+32,574 (+13%)

Value$2.4M (+$328.7K)

Filed 2026-11-03

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares282,601 from 320,315

Change-37,714 (-12%)

Value$2.4M (-$264.6K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares271,350 from 165,108

Change+106,242 (+64%)

Value$2.3M (+$948.2K)

Filed 2026-11-02

Quadrant Capital Group LLC

INCREASED

Shares206,071 from 204,277

Change+1,794 (+1%)

Value$1.7M (-$7.5K)

Filed 2026-10-20

Transmarket Holdings LP

DECREASED

Shares170,903 from 269,933

Change-99,030 (-37%)

Value$1.5M (-$803.3K)

Filed 2026-10-27

Crossmark Global Holdings, Inc.

DECREASED

Shares160,048 from 163,405

Change-3,357 (-2%)

Value$1.4M (+$2.1K)

Filed 2026-10-21

Kestra Advisory Services, LLC

INCREASED

Shares146,126 from 141,781

Change+4,345 (+3%)

Value$1.3M (+$64.4K)

Filed 2026-11-02

Greenleaf Trust

DECREASED

Shares144,822 from 152,857

Change-8,035 (-5%)

Value$1.2M (-$40.3K)

Filed 2026-10-29

Signaturefd, LLC

INCREASED

Shares136,445 from 120,148

Change+16,297 (+14%)

Value$1.2M (+$163.5K)

Filed 2026-10-23

Ritholtz Wealth Management

INCREASED

Shares123,888 from 67,988

Change+55,900 (+82%)

Value$1.1M (+$495.3K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares121,107 from 119,306

Change+1,801 (+2%)

Value$1.0M (+$38.2K)

Filed 2026-11-05

Aaron Wealth Advisors LLC

INCREASED

Shares93,095 from 93,003

Change+92 (+0%)

Value$803.4K (+$18.5K)

Filed 2026-10-13

Abacus Wealth Partners, LLC

INCREASED

Shares88,790 from 86,070

Change+2,720 (+3%)

Value$766.3K (+$39.8K)

Filed 2026-11-03

Wealthstar Advisors, LLC

INCREASED

Shares80,888 from 79,424

Change+1,464 (+2%)

Value$698.1K (+$27.7K)

Filed 2026-10-19

Evergreen Capital Management LLC

DECREASED

Shares79,969 from 85,249

Change-5,280 (-6%)

Value$690.1K (-$50.0K)

Filed 2026-10-23

Olio Financial Planning

UNCHANGED

Shares71,009 from 71,009

Change0 (0%)

Value$612.8K (+$13.5K)

Filed 2026-10-22

HUB Investment Partners, LLC

INCREASED

Shares68,344 from 45,886

Change+22,458 (+49%)

Value$589.8K (+$202.5K)

Filed 2026-11-03

Savant Capital, LLC

INCREASED

Shares65,049 from 17,559

Change+47,490 (+270%)

Value$561.4K (+$413.2K)

Filed 2026-11-06

Factory Mutual Insurance Co

UNCHANGED

Shares59,398 from 59,398

Change0 (0%)

Value$512.6K (+$11.3K)

Filed 2026-10-30

Versant Capital Management, Inc

INCREASED

Shares55,224 from 54,621

Change+603 (+1%)

Value$476.6K (+$15.6K)

Filed 2026-10-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares55,212 from 37,222

Change+17,990 (+48%)

Value$456.6K (+$129.0K)

Filed 2026-10-13

Highland Capital Management, LLC

DECREASED

Shares53,027 from 54,227

Change-1,200 (-2%)

Value$457.6K (-$53)

Filed 2026-10-26

Choreo, LLC

DECREASED

Shares52,890 from 53,062

Change-172 (0%)

Value$456.4K (-$4.2K)

Filed 2026-10-28

Kestra Private Wealth Services, LLC

INCREASED

Shares45,943 from 45,223

Change+720 (+2%)

Value$396.5K (+$14.8K)

Filed 2026-10-30

Jackson Square Capital, LLC

DECREASED

Shares40,113 from 40,482

Change-369 (-1%)

Value$346.2K (+$4.5K)

Filed 2026-10-19

Kingdom Financial Group Llc.

DECREASED

Shares36,106 from 38,040

Change-1,934 (-5%)

Value$311.6K (-$9.5K)

Filed 2026-11-04

Prime Capital Investment Advisors, LLC

DECREASED

Shares35,725 from 41,426

Change-5,701 (-14%)

Value$308.3K (-$41.3K)

Filed 2026-10-20

J.W. Cole Advisors, Inc.

INCREASED

Shares34,730 from 33,345

Change+1,385 (+4%)

Value$299.7K (+$18.3K)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

INCREASED

Shares32,092 from 31,148

Change+944 (+3%)

Value$272.5K (+$2.9K)

Filed 2026-11-04

OpenArc Corporate Advisory, LLC

NEW

Shares29,219

Change+29,219

Value$252.2K

Filed 2026-10-21

HB Wealth Management, LLC

INCREASED

Shares27,791 from 22,788

Change+5,003 (+22%)

Value$239.8K (+$47.5K)

Filed 2026-10-23

Kathmere Capital Management, LLC

INCREASED

Shares26,831 from 17,332

Change+9,499 (+55%)

Value$231.6K (+$85.3K)

Filed 2026-10-20

Parallel Advisors, LLC

DECREASED

Shares24,859 from 25,278

Change-419 (-2%)

Value$214.5K (+$1.2K)

Filed 2026-11-03

Baron Wealth Management LLC

INCREASED

Shares24,517 from 22,678

Change+1,839 (+8%)

Value$211.6K (+$20.2K)

Filed 2026-10-27

PDS Planning, Inc

INCREASED

Shares24,194 from 24,135

Change+59 (+0%)

Value$208.8K (+$5.1K)

Filed 2026-11-03

55 North Private Wealth, LLC

INCREASED

Shares22,457 from 20,980

Change+1,477 (+7%)

Value$193.8K (+$16.7K)

Filed 2026-10-20

Truist Financial Corp

INCREASED

Shares21,455 from 21,313

Change+142 (+1%)

Value$185.2K (+$5.3K)

Filed 2026-10-30

Sage Rhino Capital LLC

DECREASED

Shares20,549 from 20,944

Change-395 (-2%)

Value$177.3K (+$571)

Filed 2026-10-28

May Hill Capital, LLC

INCREASED

Shares19,211 from 17,730

Change+1,481 (+8%)

Value$165.8K (+$16.2K)

Filed 2026-11-03

TD Waterhouse Canada Inc.

UNCHANGED

Shares16,274 from 16,274

Change0 (0%)

Value$138.0K (-$1.3K)

Filed 2026-10-16

Accel Wealth Management

UNCHANGED

Shares15,684 from 15,684

Change0 (0%)

Value$135.4K (+$3.0K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

INCREASED

Shares15,008 from 11,181

Change+3,827 (+34%)

Value$129.5K (+$35.1K)

Filed 2026-11-04

Boit C F David

UNCHANGED

Shares14,695 from 14,695

Change0 (0%)

Value$126.8K (+$2.8K)

Filed 2026-10-29

Keybank National Association

DECREASED

Shares14,674 from 14,771

Change-97 (-1%)

Value$126.6K (+$2.0K)

Filed 2026-11-04

Franklin Street Advisors Inc

UNCHANGED

Shares14,551 from 14,551

Change0 (0%)

Value$125.6K (+$2.8K)

Filed 2026-10-13

First Affirmative Financial Network

NEW

Shares14,332

Change+14,332

Value$123.7K

Filed 2026-10-21

Henry James International Management Inc.

DECREASED

Shares14,295 from 14,391

Change-96 (-1%)

Value$123.4K (+$1.9K)

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares13,943 from 11,910

Change+2,033 (+17%)

Value$120.3K (+$19.8K)

Filed 2026-10-08

Wealthcare Advisory Partners LLC

UNCHANGED

Shares13,930 from 13,930

Change0 (0%)

Value$120.2K (+$2.6K)

Filed 2026-10-21

Vise Technologies, Inc.

INCREASED

Shares12,879 from 12,048

Change+831 (+7%)

Value$111.1K (+$9.5K)

Filed 2026-10-29

Argos Wealth Advisors, LLC

UNCHANGED

Shares12,436 from 12,436

Change0 (0%)

Value$107.3K (+$2.4K)

Filed 2026-11-02

Mather Group, Llc.

NEW

Shares12,298

Change+12,298

Value$106.1K

Filed 2026-10-14

Glenview Trust Co

INCREASED

Shares12,157 from 12,029

Change+128 (+1%)

Value$104.9K (+$3.4K)

Filed 2026-10-28

AlphaCore Capital LLC

NEW

Shares11,877

Change+11,877

Value$102.5K

Filed 2026-11-04

Cornerstone Wealth Group, LLC

INCREASED

Shares11,455 from 10,260

Change+1,195 (+12%)

Value$98.9K (+$12.3K)

Filed 2026-11-02

SYM Financial Corp

NEW

Shares11,353

Change+11,353

Value$98.0K

Filed 2026-10-26

Central Pacific Bank - Trust Division

DECREASED

Shares11,100 from 16,600

Change-5,500 (-33%)

Value$95.8K (-$44.3K)

Filed 2026-10-06

Wedmont Private Capital

NEW

Shares10,803

Change+10,803

Value$89.3K

Filed 2026-10-09

Range Financial Group LLC

NEW

Shares10,507

Change+10,507

Value$90.7K

Filed 2026-10-21

Affinity Capital Advisors, LLC

NEW

Shares10,452

Change+10,452

Value$86.1K

Filed 2026-10-13

Anchyra Partners LLC

NEW

Shares10,438

Change+10,438

Value$90.1K

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares10,331 from 7,904

Change+2,427 (+31%)

Value$89.2K (+$22.5K)

Filed 2026-10-08

Atria Investments, Inc

INCREASED

Shares10,280 from 10,179

Change+101 (+1%)

Value$88.7K (+$2.8K)

Filed 2026-10-15

Angeles Wealth Management, LLC

INCREASED

Shares10,117 from 10,048

Change+69 (+1%)

Value$87.3K (+$253)

Filed 2026-10-26

Cromwell Holdings LLC

UNCHANGED

Shares9,692 from 9,692

Change0 (0%)

Value$83.6K (-$502)

Filed 2026-10-28

Eastern Bank

UNCHANGED

Shares6,517 from 6,517

Change0 (0%)

Value$56.2K (+$1.2K)

Filed 2026-10-05

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares5,580 from 5,776

Change-196 (-3%)

Value$48.2K (-$594)

Filed 2026-10-27

Citigroup Inc

INCREASED

Shares4,891 from 3,269

Change+1,622 (+50%)

Value$42.2K (+$14.6K)

Filed 2026-11-04

Blue Trust, Inc.

DECREASED

Shares4,437 from 19,437

Change-15,000 (-77%)

Value$38.3K (-$125.8K)

Filed 2026-10-15

Independence Bank of Kentucky

DECREASED

Shares4,000 from 5,400

Change-1,400 (-26%)

Value$34.5K (-$11.1K)

Filed 2026-10-26

Pathway Financial Advisers, LLC

NEW

Shares3,644

Change+3,644

Value$31.4K

Filed 2026-10-27

Provenance Wealth Advisors, LLC

NEW

Shares3,281

Change+3,281

Value$28.3K

Filed 2026-10-30

True Wealth Design, LLC

INCREASED

Shares3,152 from 2,756

Change+396 (+14%)

Value$27.2K (+$3.9K)

Filed 2026-10-13

Ares Financial Consulting, LLC

UNCHANGED

Shares3,032 from 3,032

Change0 (0%)

Value$26.2K (+$576)

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares2,990 from 3,343

Change-353 (-11%)

Value$25.8K (-$2.4K)

Filed 2026-10-05

Assetmark, Inc

INCREASED

Shares2,605 from 1,799

Change+806 (+45%)

Value$22.5K (+$7.3K)

Filed 2026-10-21

Larson Financial Group LLC

DECREASED

Shares2,176 from 4,233

Change-2,057 (-49%)

Value$18.8K (-$16.9K)

Filed 2026-11-05

William B. Walkup & Associates, Inc.

UNCHANGED

Shares2,094 from 2,094

Change0 (0%)

Value$18.1K (+$398)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares1,958 from 1,958

Change0 (0%)

Value$16.9K (+$372)

Filed 2026-11-05

Proathlete Wealth Management LLC

NEW

Shares1,875

Change+1,875

Value$16.2K

Filed 2026-10-15

Parkside Financial Bank & Trust

INCREASED

Shares1,867 from 1,675

Change+192 (+11%)

Value$16.1K (+$2.0K)

Filed 2026-10-27

Triumph Capital Management

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$15.1K (+$332)

Filed 2026-10-14

Montag A & Associates Inc

UNCHANGED

Shares1,739 from 1,739

Change0 (0%)

Value$15.0K (-$90)

Filed 2026-10-29

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares1,610 from 1,610

Change0 (0%)

Value$13.9K (+$306)

Filed 2026-10-23

Gleason Group, Inc.

INCREASED

Shares1,538 from 994

Change+544 (+55%)

Value$13.3K (+$4.9K)

Filed 2026-10-15

SJS Investment Consulting Inc.

INCREASED

Shares1,386 from 1,140

Change+246 (+22%)

Value$12.0K (+$2.3K)

Filed 2026-10-26

Essential Partners LLC

UNCHANGED

Shares1,354 from 1,354

Change0 (0%)

Value$11.7K (+$257)

Filed 2026-10-14

Clean Yield Group

UNCHANGED

Shares1,259 from 1,259

Change0 (0%)

Value$10.9K (+$239)

Filed 2026-10-28

Evermay Wealth Management LLC

UNCHANGED

Shares1,249 from 1,249

Change0 (0%)

Value$10.8K (+$237)

Filed 2026-11-05

Manchester Capital Management LLC

UNCHANGED

Shares1,204 from 1,204

Change0 (0%)

Value$10.4K (+$229)

Filed 2026-10-22

Financial Consulate, Inc

INCREASED

Shares1,134 from 995

Change+139 (+14%)

Value$9.8K (+$1.3K)

Filed 2026-10-23

Bell Investment Advisors, Inc

UNCHANGED

Shares1,042 from 1,042

Change0 (0%)

Value$9.0K (+$198)

Filed 2026-10-29

Elevation Wealth Partners, LLC

UNCHANGED

Shares1,025 from 1,025

Change0 (0%)

Value$8.8K (+$195)

Filed 2026-10-07

Root Financial Partners, LLC

NEW

Shares1,023

Change+1,023

Value$8.8K

Filed 2026-10-21

Owl Creek Wealth Partners LLC

INCREASED

Shares943 from 883

Change+60 (+7%)

Value$8.1K (+$686)

Filed 2026-10-20

Pillar Financial Advisors, LLC

UNCHANGED

Shares930 from 930

Change0 (0%)

Value$8.0K (+$176)

Filed 2026-10-21

James T. Borello RIA

UNCHANGED

Shares909 from 909

Change0 (0%)

Value$7.8K (+$173)

Filed 2026-10-16

Nisa Investment Advisors, LLC

INCREASED

Shares730 from 334

Change+396 (+119%)

Value$6.3K (+$3.4K)

Filed 2026-10-20

Caitong International Asset Management Co., Ltd

DECREASED

Shares716 from 3,027

Change-2,311 (-76%)

Value$6.2K (-$19.4K)

Filed 2026-10-29

Golden State Wealth Management, LLC

INCREASED

Shares585 from 559

Change+26 (+5%)

Value$5.1K (+$336)

Filed 2026-11-02

MTM Investment Management, LLC

UNCHANGED

Shares501 from 501

Change0 (0%)

Value$4.3K (+$96)

Filed 2026-10-30

Elyxium Wealth, LLC

NEW

Shares493

Change+493

Value$4.3K

Filed 2026-10-27

JFS Wealth Advisors, LLC

INCREASED

Shares473 from 446

Change+27 (+6%)

Value$4.1K (+$317)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

INCREASED

Shares470 from 188

Change+282 (+150%)

Value$4.1K (+$2.5K)

Filed 2026-11-05

Caldwell Trust Co

UNCHANGED

Shares469 from 469

Change0 (0%)

Value$4.0K (+$89)

Filed 2026-10-30

Compass Financial Management LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$3.5K (-$300)

Filed 2026-10-30

Arlington Trust Co LLC

UNCHANGED

Shares398 from 398

Change0 (0%)

Value$3.4K (+$76)

Filed 2026-10-20

St. Johns Investment Management Company, LLC

UNCHANGED

Shares354 from 354

Change0 (0%)

Value$3.1K (+$67)

Filed 2026-10-30

TD Private Client Wealth LLC

UNCHANGED

Shares349 from 349

Change0 (0%)

Value$3.0K (+$66)

Filed 2026-10-28

Ascentis Wealth Management, LLC

DECREASED

Shares291 from 476

Change-185 (-39%)

Value$2.5K (-$1.5K)

Filed 2026-11-03

Creative Financial Designs Inc

UNCHANGED

Shares261 from 261

Change0 (0%)

Value$2.3K (+$49)

Filed 2026-11-04

Asset Planning,Inc

UNCHANGED

Shares218 from 218

Change0 (0%)

Value$1.9K (+$41)

Filed 2026-10-26

Salomon & Ludwin, LLC

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$1.5K (+$12)

Filed 2026-10-29

Jacobi Capital Management LLC

NEW

Shares171

Change+171

Value$1.5K

Filed 2026-11-05

Highline Wealth Partners LLC

INCREASED

Shares163 from 102

Change+61 (+60%)

Value$1.4K (+$546)

Filed 2026-10-19

Physician Wealth Advisors, Inc.

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$1.3K (+$29)

Filed 2026-10-20

Ascentis Independent Advisors

NEW

Shares126

Change+126

Value$1.1K

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares121

Change+121

Value$1.0K

Filed 2026-10-19

Burk Holdings LLC

UNCHANGED

Shares109 from 109

Change0 (0%)

Value$941 (+$21)

Filed 2026-11-05

GHP Investment Advisors, Inc.

UNCHANGED

Shares106 from 106

Change0 (0%)

Value$915 (+$20)

Filed 2026-10-15

Planning Strategies Inc.

NEW

Shares94

Change+94

Value$811

Filed 2026-10-02

CrossGen Wealth, LLC

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$811 (+$18)

Filed 2026-10-30

Financial Network Wealth Advisors LLC

NEW

Shares86

Change+86

Value$742

Filed 2026-10-28

North Star Investment Management Corp.

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$509 (+$11)

Filed 2026-10-27

MV Capital Management, Inc.

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$380 (+$8)

Filed 2026-10-29

RMG Wealth Management LLC

DECREASED

Shares40 from 662

Change-622 (-94%)

Value$328 (-$5.9K)

Filed 2026-10-26

Pacific Center for Financial Services

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$311 (+$7)

Filed 2026-10-15

Monetary Solutions, Ltd

INCREASED

Shares21 from 16

Change+5 (+31%)

Value$181 (+$46)

Filed 2026-10-22

CoreCap Advisors, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$155 (+$3)

Filed 2026-10-08

New England Capital Financial Advisors LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$95 (+$2)

Filed 2026-11-03

Gilpin Wealth Management, LLC

NEW

Shares5

Change+5

Value$44

Filed 2026-10-09

Cedar Mountain Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$17 ($0)

Filed 2026-10-15

Cambiar Investors LLC

CLOSED

Shares0 from 45,615

Change-45,615 (-100%)

Value$0 (-$385.0K)

Filed 2026-11-04

Diversify Wealth Management, LLC

CLOSED

Shares0 from 27,006

Change-27,006 (-100%)

Value$0 (-$247.4K)

Filed 2026-10-20

Diversify Advisory Services, LLC

CLOSED

Shares0 from 27,006

Change-27,006 (-100%)

Value$0 (-$247.4K)

Filed 2026-10-20

Sepio Capital, LP

CLOSED

Shares0 from 12,416

Change-12,416 (-100%)

Value$0 (-$104.8K)

Filed 2026-10-22

Canopy Partners, LLC

CLOSED

Shares0 from 10,924

Change-10,924 (-100%)

Value$0 (-$92.2K)

Filed 2026-10-28

Salem Investment Counselors Inc

CLOSED

Shares0 from 1,020

Change-1,020 (-100%)

Value$0 (-$8.9K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 550

Change-550 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-16

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 82

Change-82 (-100%)

Value$0 (-$692)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 72

Change-72 (-100%)

Value$0 (-$608)

Filed 2026-10-15

Stone House Investment Management, LLC

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$304)

Filed 2026-10-23

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$85)

Filed 2026-10-27

Dodge & COX

N/A

Shares— from 44,635,184

Change-44,635,184 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 5,920,668

Change-5,920,668 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,319,698

Change-5,319,698 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,184,353

Change-5,184,353 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 4,816,831

Change-4,816,831 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 2,803,232

Change-2,803,232 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,601,423

Change-2,601,423 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 2,562,619

Change-2,562,619 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,467,916

Change-2,467,916 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,409,801

Change-2,409,801 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,301,343

Change-2,301,343 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,483,401

Change-1,483,401 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,453,467

Change-1,453,467 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,183,752

Change-1,183,752 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 992,340

Change-992,340 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 966,559

Change-966,559 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 900,000

Change-900,000 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 853,589

Change-853,589 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 815,153

Change-815,153 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 760,916

Change-760,916 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 597,288

Change-597,288 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 481,842

Change-481,842 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 455,527

Change-455,527 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 407,100

Change-407,100 (-100%)

Value—

FMR LLC

N/A

Shares— from 392,369

Change-392,369 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 389,897

Change-389,897 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 367,806

Change-367,806 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 341,835

Change-341,835 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 338,445

Change-338,445 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 276,535

Change-276,535 (-100%)

Value—

Mainstay Capital Management LLC

N/A

Shares— from 240,295

Change-240,295 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 225,137

Change-225,137 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 209,646

Change-209,646 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 209,487

Change-209,487 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 203,013

Change-203,013 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 195,505

Change-195,505 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 193,088

Change-193,088 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 190,472

Change-190,472 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 179,772

Change-179,772 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 178,115

Change-178,115 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 178,053

Change-178,053 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 176,399

Change-176,399 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 171,813

Change-171,813 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 168,564

Change-168,564 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 166,132

Change-166,132 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 159,920

Change-159,920 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 137,411

Change-137,411 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 133,541

Change-133,541 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 127,979

Change-127,979 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 116,651

Change-116,651 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 113,593

Change-113,593 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 99,494

Change-99,494 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 93,647

Change-93,647 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 87,920

Change-87,920 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 82,600

Change-82,600 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 81,496

Change-81,496 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 80,157

Change-80,157 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 77,188

Change-77,188 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 76,140

Change-76,140 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 75,890

Change-75,890 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 75,257

Change-75,257 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 72,711

Change-72,711 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 71,016

Change-71,016 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 70,572

Change-70,572 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 65,696

Change-65,696 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 62,357

Change-62,357 (-100%)

Value—

XY Capital Ltd

N/A

Shares— from 59,500

Change-59,500 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 58,572

Change-58,572 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 57,646

Change-57,646 (-100%)

Value—

Miller Investment Management, LP

N/A

Shares— from 57,015

Change-57,015 (-100%)

Value—

Lester Murray Antman dba SimplyRich

N/A

Shares— from 56,361

Change-56,361 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 56,301

Change-56,301 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 54,821

Change-54,821 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 54,067

Change-54,067 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 53,242

Change-53,242 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 51,507

Change-51,507 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 50,542

Change-50,542 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 46,665

Change-46,665 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 39,665

Change-39,665 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 37,963

Change-37,963 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 37,784

Change-37,784 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 37,709

Change-37,709 (-100%)

Value—

AR Asset Management Inc

N/A

Shares— from 36,691

Change-36,691 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 35,764

Change-35,764 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 34,224

Change-34,224 (-100%)

Value—

Ellevest, Inc.

N/A

Shares— from 33,721

Change-33,721 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 33,597

Change-33,597 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 32,766

Change-32,766 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 32,661

Change-32,661 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 31,235

Change-31,235 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 31,078

Change-31,078 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 30,861

Change-30,861 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 29,265

Change-29,265 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 27,938

Change-27,938 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 27,905

Change-27,905 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 27,145

Change-27,145 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 27,082

Change-27,082 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 27,020

Change-27,020 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,886

Change-26,886 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 26,878

Change-26,878 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 26,590

Change-26,590 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 25,942

Change-25,942 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 25,796

Change-25,796 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 25,356

Change-25,356 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 22,845

Change-22,845 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 21,727

Change-21,727 (-100%)

Value—

Bayesian Capital Management, LP

N/A

Shares— from 20,800

Change-20,800 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,797

Change-20,797 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 20,524

Change-20,524 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 20,284

Change-20,284 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 19,677

Change-19,677 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 18,997

Change-18,997 (-100%)

Value—

Calydon Capital

N/A

Shares— from 17,940

Change-17,940 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 17,609

Change-17,609 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 17,553

Change-17,553 (-100%)

Value—

Jackson Thornton Wealth Management, LLC

N/A

Shares— from 17,448

Change-17,448 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 16,902

Change-16,902 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 16,791

Change-16,791 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 16,628

Change-16,628 (-100%)

Value—

Dorsey & Whitney Trust Co LLC

N/A

Shares— from 16,599

Change-16,599 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 16,211

Change-16,211 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 15,777

Change-15,777 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 15,748

Change-15,748 (-100%)

Value—

Stonebrook Private Inc.

N/A

Shares— from 15,587

Change-15,587 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 14,709

Change-14,709 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 14,321

Change-14,321 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 13,766

Change-13,766 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 13,458

Change-13,458 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 13,105

Change-13,105 (-100%)

Value—

State Street Corp

N/A

Shares— from 13,085

Change-13,085 (-100%)

Value—

Stock Yards Bank & Trust Co

N/A

Shares— from 12,849

Change-12,849 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 12,812

Change-12,812 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 10,829

Change-10,829 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 10,826

Change-10,826 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 10,572

Change-10,572 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 10,571

Change-10,571 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 9,310

Change-9,310 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 5,874

Change-5,874 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 5,210

Change-5,210 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,875

Change-3,875 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,625

Change-3,625 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,191

Change-3,191 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 2,656

Change-2,656 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 2,532

Change-2,532 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,471

Change-1,471 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,103

Change-1,103 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 1,002

Change-1,002 (-100%)

Value—

Itau Unibanco Holding S.A.

N/A

Shares— from 870

Change-870 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 752

Change-752 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 714

Change-714 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 563

Change-563 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 558

Change-558 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 479

Change-479 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 411

Change-411 (-100%)

Value—

JTC Employer Solutions Trustee Ltd

N/A

Shares— from 333

Change-333 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 332

Change-332 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 319

Change-319 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 276

Change-276 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 259

Change-259 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 202

Change-202 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 199

Change-199 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 184

Change-184 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 151

Change-151 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 122

Change-122 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 105

Change-105 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 84

Change-84 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 34

Change-34 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 17

Change-17 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	12,746,951	13,035,922	-288,971	-2%	$110.0M	$110.0M	-$4.9K	2026-11-04
ABC Arbitrage SA	INCREASED	2,127,083	1,563,550	+563,533	+36%	$13.2M	$18.4M	+$5.2M	2026-10-23
GW Henssler & Associates LTD	NEW	1,042,790	—	+1,042,790	—	—	$9.0M	—	2026-10-26
Creative Planning	INCREASED	805,907	685,666	+120,241	+18%	$5.8M	$7.0M	+$1.2M	2026-11-02
Grace & White Inc	DECREASED	787,912	964,276	-176,364	-18%	$8.1M	$6.8M	-$1.3M	2026-10-23
Oppenheimer & Co Inc	INCREASED	619,982	605,608	+14,374	+2%	$5.1M	$5.4M	+$239.1K	2026-10-26
MacKenzie Financial Corp	NEW	554,454	—	+554,454	—	—	$4.8M	—	2026-11-02
US Bancorp \de\	DECREASED	352,094	438,010	-85,916	-20%	$3.7M	$3.0M	-$658.2K	2026-11-05
Ethic Inc.	INCREASED	283,252	250,678	+32,574	+13%	$2.1M	$2.4M	+$328.7K	2026-11-03
Hennion & Walsh Asset Management, Inc.	DECREASED	282,601	320,315	-37,714	-12%	$2.7M	$2.4M	-$264.6K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	271,350	165,108	+106,242	+64%	$1.4M	$2.3M	+$948.2K	2026-11-02
Quadrant Capital Group LLC	INCREASED	206,071	204,277	+1,794	+1%	$1.7M	$1.7M	-$7.5K	2026-10-20
Transmarket Holdings LP	DECREASED	170,903	269,933	-99,030	-37%	$2.3M	$1.5M	-$803.3K	2026-10-27
Crossmark Global Holdings, Inc.	DECREASED	160,048	163,405	-3,357	-2%	$1.4M	$1.4M	+$2.1K	2026-10-21
Kestra Advisory Services, LLC	INCREASED	146,126	141,781	+4,345	+3%	$1.2M	$1.3M	+$64.4K	2026-11-02
Greenleaf Trust	DECREASED	144,822	152,857	-8,035	-5%	$1.3M	$1.2M	-$40.3K	2026-10-29
Signaturefd, LLC	INCREASED	136,445	120,148	+16,297	+14%	$1.0M	$1.2M	+$163.5K	2026-10-23
Ritholtz Wealth Management	INCREASED	123,888	67,988	+55,900	+82%	$573.8K	$1.1M	+$495.3K	2026-11-05
Bank of New York Mellon Corp	INCREASED	121,107	119,306	+1,801	+2%	$1.0M	$1.0M	+$38.2K	2026-11-05
Aaron Wealth Advisors LLC	INCREASED	93,095	93,003	+92	+0%	$784.9K	$803.4K	+$18.5K	2026-10-13
Abacus Wealth Partners, LLC	INCREASED	88,790	86,070	+2,720	+3%	$726.4K	$766.3K	+$39.8K	2026-11-03
Wealthstar Advisors, LLC	INCREASED	80,888	79,424	+1,464	+2%	$670.3K	$698.1K	+$27.7K	2026-10-19
Evergreen Capital Management LLC	DECREASED	79,969	85,249	-5,280	-6%	$740.1K	$690.1K	-$50.0K	2026-10-23
Olio Financial Planning	UNCHANGED	71,009	71,009	0	0%	$599.3K	$612.8K	+$13.5K	2026-10-22
HUB Investment Partners, LLC	INCREASED	68,344	45,886	+22,458	+49%	$387.3K	$589.8K	+$202.5K	2026-11-03
Savant Capital, LLC	INCREASED	65,049	17,559	+47,490	+270%	$148.2K	$561.4K	+$413.2K	2026-11-06
Factory Mutual Insurance Co	UNCHANGED	59,398	59,398	0	0%	$501.3K	$512.6K	+$11.3K	2026-10-30
Versant Capital Management, Inc	INCREASED	55,224	54,621	+603	+1%	$461.0K	$476.6K	+$15.6K	2026-10-02
Wealth Enhancement Advisory Services, LLC	INCREASED	55,212	37,222	+17,990	+48%	$327.6K	$456.6K	+$129.0K	2026-10-13
Highland Capital Management, LLC	DECREASED	53,027	54,227	-1,200	-2%	$457.7K	$457.6K	-$53	2026-10-26
Choreo, LLC	DECREASED	52,890	53,062	-172	0%	$460.7K	$456.4K	-$4.2K	2026-10-28
Kestra Private Wealth Services, LLC	INCREASED	45,943	45,223	+720	+2%	$381.7K	$396.5K	+$14.8K	2026-10-30
Jackson Square Capital, LLC	DECREASED	40,113	40,482	-369	-1%	$341.7K	$346.2K	+$4.5K	2026-10-19
Kingdom Financial Group Llc.	DECREASED	36,106	38,040	-1,934	-5%	$321.1K	$311.6K	-$9.5K	2026-11-04
Prime Capital Investment Advisors, LLC	DECREASED	35,725	41,426	-5,701	-14%	$349.6K	$308.3K	-$41.3K	2026-10-20
J.W. Cole Advisors, Inc.	INCREASED	34,730	33,345	+1,385	+4%	$281.4K	$299.7K	+$18.3K	2026-11-05
Allspring Global Investments Holdings, LLC	INCREASED	32,092	31,148	+944	+3%	$269.6K	$272.5K	+$2.9K	2026-11-04
OpenArc Corporate Advisory, LLC	NEW	29,219	—	+29,219	—	—	$252.2K	—	2026-10-21
HB Wealth Management, LLC	INCREASED	27,791	22,788	+5,003	+22%	$192.3K	$239.8K	+$47.5K	2026-10-23
Kathmere Capital Management, LLC	INCREASED	26,831	17,332	+9,499	+55%	$146.3K	$231.6K	+$85.3K	2026-10-20
Parallel Advisors, LLC	DECREASED	24,859	25,278	-419	-2%	$213.3K	$214.5K	+$1.2K	2026-11-03
Baron Wealth Management LLC	INCREASED	24,517	22,678	+1,839	+8%	$191.4K	$211.6K	+$20.2K	2026-10-27
PDS Planning, Inc	INCREASED	24,194	24,135	+59	+0%	$203.7K	$208.8K	+$5.1K	2026-11-03
55 North Private Wealth, LLC	INCREASED	22,457	20,980	+1,477	+7%	$177.1K	$193.8K	+$16.7K	2026-10-20
Truist Financial Corp	INCREASED	21,455	21,313	+142	+1%	$179.9K	$185.2K	+$5.3K	2026-10-30
Sage Rhino Capital LLC	DECREASED	20,549	20,944	-395	-2%	$176.8K	$177.3K	+$571	2026-10-28
May Hill Capital, LLC	INCREASED	19,211	17,730	+1,481	+8%	$149.6K	$165.8K	+$16.2K	2026-11-03
TD Waterhouse Canada Inc.	UNCHANGED	16,274	16,274	0	0%	$139.3K	$138.0K	-$1.3K	2026-10-16
Accel Wealth Management	UNCHANGED	15,684	15,684	0	0%	$132.4K	$135.4K	+$3.0K	2026-10-13
EverSource Wealth Advisors, LLC	INCREASED	15,008	11,181	+3,827	+34%	$94.4K	$129.5K	+$35.1K	2026-11-04
Boit C F David	UNCHANGED	14,695	14,695	0	0%	$124.0K	$126.8K	+$2.8K	2026-10-29
Keybank National Association	DECREASED	14,674	14,771	-97	-1%	$124.7K	$126.6K	+$2.0K	2026-11-04
Franklin Street Advisors Inc	UNCHANGED	14,551	14,551	0	0%	$122.8K	$125.6K	+$2.8K	2026-10-13
First Affirmative Financial Network	NEW	14,332	—	+14,332	—	—	$123.7K	—	2026-10-21
Henry James International Management Inc.	DECREASED	14,295	14,391	-96	-1%	$121.5K	$123.4K	+$1.9K	2026-10-14
Gamma Investing LLC	INCREASED	13,943	11,910	+2,033	+17%	$100.5K	$120.3K	+$19.8K	2026-10-08
Wealthcare Advisory Partners LLC	UNCHANGED	13,930	13,930	0	0%	$117.6K	$120.2K	+$2.6K	2026-10-21
Vise Technologies, Inc.	INCREASED	12,879	12,048	+831	+7%	$101.7K	$111.1K	+$9.5K	2026-10-29
Argos Wealth Advisors, LLC	UNCHANGED	12,436	12,436	0	0%	$105.0K	$107.3K	+$2.4K	2026-11-02
Mather Group, Llc.	NEW	12,298	—	+12,298	—	—	$106.1K	—	2026-10-14
Glenview Trust Co	INCREASED	12,157	12,029	+128	+1%	$101.5K	$104.9K	+$3.4K	2026-10-28
AlphaCore Capital LLC	NEW	11,877	—	+11,877	—	—	$102.5K	—	2026-11-04
Cornerstone Wealth Group, LLC	INCREASED	11,455	10,260	+1,195	+12%	$86.6K	$98.9K	+$12.3K	2026-11-02
SYM Financial Corp	NEW	11,353	—	+11,353	—	—	$98.0K	—	2026-10-26
Central Pacific Bank - Trust Division	DECREASED	11,100	16,600	-5,500	-33%	$140.1K	$95.8K	-$44.3K	2026-10-06
Wedmont Private Capital	NEW	10,803	—	+10,803	—	—	$89.3K	—	2026-10-09
Range Financial Group LLC	NEW	10,507	—	+10,507	—	—	$90.7K	—	2026-10-21
Affinity Capital Advisors, LLC	NEW	10,452	—	+10,452	—	—	$86.1K	—	2026-10-13
Anchyra Partners LLC	NEW	10,438	—	+10,438	—	—	$90.1K	—	2026-10-13
Farther Finance Advisors, LLC	INCREASED	10,331	7,904	+2,427	+31%	$66.7K	$89.2K	+$22.5K	2026-10-08
Atria Investments, Inc	INCREASED	10,280	10,179	+101	+1%	$85.9K	$88.7K	+$2.8K	2026-10-15
Angeles Wealth Management, LLC	INCREASED	10,117	10,048	+69	+1%	$87.1K	$87.3K	+$253	2026-10-26
Cromwell Holdings LLC	UNCHANGED	9,692	9,692	0	0%	$84.1K	$83.6K	-$502	2026-10-28
Eastern Bank	UNCHANGED	6,517	6,517	0	0%	$55.0K	$56.2K	+$1.2K	2026-10-05
Pinnacle Wealth Planning Services, Inc.	DECREASED	5,580	5,776	-196	-3%	$48.7K	$48.2K	-$594	2026-10-27
Citigroup Inc	INCREASED	4,891	3,269	+1,622	+50%	$27.6K	$42.2K	+$14.6K	2026-11-04
Blue Trust, Inc.	DECREASED	4,437	19,437	-15,000	-77%	$164.0K	$38.3K	-$125.8K	2026-10-15
Independence Bank of Kentucky	DECREASED	4,000	5,400	-1,400	-26%	$45.6K	$34.5K	-$11.1K	2026-10-26
Pathway Financial Advisers, LLC	NEW	3,644	—	+3,644	—	—	$31.4K	—	2026-10-27
Provenance Wealth Advisors, LLC	NEW	3,281	—	+3,281	—	—	$28.3K	—	2026-10-30
True Wealth Design, LLC	INCREASED	3,152	2,756	+396	+14%	$23.3K	$27.2K	+$3.9K	2026-10-13
Ares Financial Consulting, LLC	UNCHANGED	3,032	3,032	0	0%	$25.6K	$26.2K	+$576	2026-10-19
MassMutual Private Wealth & Trust, FSB	DECREASED	2,990	3,343	-353	-11%	$28.2K	$25.8K	-$2.4K	2026-10-05
Assetmark, Inc	INCREASED	2,605	1,799	+806	+45%	$15.2K	$22.5K	+$7.3K	2026-10-21
Larson Financial Group LLC	DECREASED	2,176	4,233	-2,057	-49%	$35.7K	$18.8K	-$16.9K	2026-11-05
William B. Walkup & Associates, Inc.	UNCHANGED	2,094	2,094	0	0%	$17.7K	$18.1K	+$398	2026-11-05
Fifth Third Bancorp	UNCHANGED	1,958	1,958	0	0%	$16.5K	$16.9K	+$372	2026-11-05
Proathlete Wealth Management LLC	NEW	1,875	—	+1,875	—	—	$16.2K	—	2026-10-15
Parkside Financial Bank & Trust	INCREASED	1,867	1,675	+192	+11%	$14.1K	$16.1K	+$2.0K	2026-10-27
Triumph Capital Management	UNCHANGED	1,750	1,750	0	0%	$14.8K	$15.1K	+$332	2026-10-14
Montag A & Associates Inc	UNCHANGED	1,739	1,739	0	0%	$15.1K	$15.0K	-$90	2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	1,610	1,610	0	0%	$13.6K	$13.9K	+$306	2026-10-23
Gleason Group, Inc.	INCREASED	1,538	994	+544	+55%	$8.4K	$13.3K	+$4.9K	2026-10-15
SJS Investment Consulting Inc.	INCREASED	1,386	1,140	+246	+22%	$9.6K	$12.0K	+$2.3K	2026-10-26
Essential Partners LLC	UNCHANGED	1,354	1,354	0	0%	$11.4K	$11.7K	+$257	2026-10-14
Clean Yield Group	UNCHANGED	1,259	1,259	0	0%	$10.6K	$10.9K	+$239	2026-10-28
Evermay Wealth Management LLC	UNCHANGED	1,249	1,249	0	0%	$10.5K	$10.8K	+$237	2026-11-05
Manchester Capital Management LLC	UNCHANGED	1,204	1,204	0	0%	$10.2K	$10.4K	+$229	2026-10-22
Financial Consulate, Inc	INCREASED	1,134	995	+139	+14%	$8.5K	$9.8K	+$1.3K	2026-10-23
Bell Investment Advisors, Inc	UNCHANGED	1,042	1,042	0	0%	$8.8K	$9.0K	+$198	2026-10-29
Elevation Wealth Partners, LLC	UNCHANGED	1,025	1,025	0	0%	$8.7K	$8.8K	+$195	2026-10-07
Root Financial Partners, LLC	NEW	1,023	—	+1,023	—	—	$8.8K	—	2026-10-21
Owl Creek Wealth Partners LLC	INCREASED	943	883	+60	+7%	$7.5K	$8.1K	+$686	2026-10-20
Pillar Financial Advisors, LLC	UNCHANGED	930	930	0	0%	$7.9K	$8.0K	+$176	2026-10-21
James T. Borello RIA	UNCHANGED	909	909	0	0%	$7.7K	$7.8K	+$173	2026-10-16
Nisa Investment Advisors, LLC	INCREASED	730	334	+396	+119%	$2.9K	$6.3K	+$3.4K	2026-10-20
Caitong International Asset Management Co., Ltd	DECREASED	716	3,027	-2,311	-76%	$25.5K	$6.2K	-$19.4K	2026-10-29
Golden State Wealth Management, LLC	INCREASED	585	559	+26	+5%	$4.7K	$5.1K	+$336	2026-11-02
MTM Investment Management, LLC	UNCHANGED	501	501	0	0%	$4.2K	$4.3K	+$96	2026-10-30
Elyxium Wealth, LLC	NEW	493	—	+493	—	—	$4.3K	—	2026-10-27
JFS Wealth Advisors, LLC	INCREASED	473	446	+27	+6%	$3.8K	$4.1K	+$317	2026-11-03
Silver Grove Financial Group, Inc.	INCREASED	470	188	+282	+150%	$1.6K	$4.1K	+$2.5K	2026-11-05
Caldwell Trust Co	UNCHANGED	469	469	0	0%	$4.0K	$4.0K	+$89	2026-10-30
Compass Financial Management LLC	UNCHANGED	400	400	0	0%	$3.8K	$3.5K	-$300	2026-10-30
Arlington Trust Co LLC	UNCHANGED	398	398	0	0%	$3.4K	$3.4K	+$76	2026-10-20
St. Johns Investment Management Company, LLC	UNCHANGED	354	354	0	0%	$3.0K	$3.1K	+$67	2026-10-30
TD Private Client Wealth LLC	UNCHANGED	349	349	0	0%	$2.9K	$3.0K	+$66	2026-10-28
Ascentis Wealth Management, LLC	DECREASED	291	476	-185	-39%	$4.0K	$2.5K	-$1.5K	2026-11-03
Creative Financial Designs Inc	UNCHANGED	261	261	0	0%	$2.2K	$2.3K	+$49	2026-11-04
Asset Planning,Inc	UNCHANGED	218	218	0	0%	$1.8K	$1.9K	+$41	2026-10-26
Salomon & Ludwin, LLC	UNCHANGED	173	173	0	0%	$1.5K	$1.5K	+$12	2026-10-29
Jacobi Capital Management LLC	NEW	171	—	+171	—	—	$1.5K	—	2026-11-05
Highline Wealth Partners LLC	INCREASED	163	102	+61	+60%	$861	$1.4K	+$546	2026-10-19
Physician Wealth Advisors, Inc.	UNCHANGED	152	152	0	0%	$1.3K	$1.3K	+$29	2026-10-20
Ascentis Independent Advisors	NEW	126	—	+126	—	—	$1.1K	—	2026-11-03
UMB Private Wealth Management, LLC	NEW	121	—	+121	—	—	$1.0K	—	2026-10-19
Burk Holdings LLC	UNCHANGED	109	109	0	0%	$920	$941	+$21	2026-11-05
GHP Investment Advisors, Inc.	UNCHANGED	106	106	0	0%	$895	$915	+$20	2026-10-15
Planning Strategies Inc.	NEW	94	—	+94	—	—	$811	—	2026-10-02
CrossGen Wealth, LLC	UNCHANGED	94	94	0	0%	$793	$811	+$18	2026-10-30
Financial Network Wealth Advisors LLC	NEW	86	—	+86	—	—	$742	—	2026-10-28
North Star Investment Management Corp.	UNCHANGED	59	59	0	0%	$498	$509	+$11	2026-10-27
MV Capital Management, Inc.	UNCHANGED	44	44	0	0%	$372	$380	+$8	2026-10-29
RMG Wealth Management LLC	DECREASED	40	662	-622	-94%	$6.2K	$328	-$5.9K	2026-10-26
Pacific Center for Financial Services	UNCHANGED	36	36	0	0%	$304	$311	+$7	2026-10-15
Monetary Solutions, Ltd	INCREASED	21	16	+5	+31%	$135	$181	+$46	2026-10-22
CoreCap Advisors, LLC	UNCHANGED	18	18	0	0%	$152	$155	+$3	2026-10-08
New England Capital Financial Advisors LLC	UNCHANGED	11	11	0	0%	$93	$95	+$2	2026-11-03
Gilpin Wealth Management, LLC	NEW	5	—	+5	—	—	$44	—	2026-10-09
Cedar Mountain Advisors, LLC	UNCHANGED	2	2	0	0%	$17	$17	$0	2026-10-15
Cambiar Investors LLC	CLOSED	0	45,615	-45,615	-100%	$385.0K	$0	-$385.0K	2026-11-04
Diversify Wealth Management, LLC	CLOSED	0	27,006	-27,006	-100%	$247.4K	$0	-$247.4K	2026-10-20
Diversify Advisory Services, LLC	CLOSED	0	27,006	-27,006	-100%	$247.4K	$0	-$247.4K	2026-10-20
Sepio Capital, LP	CLOSED	0	12,416	-12,416	-100%	$104.8K	$0	-$104.8K	2026-10-22
Canopy Partners, LLC	CLOSED	0	10,924	-10,924	-100%	$92.2K	$0	-$92.2K	2026-10-28
Salem Investment Counselors Inc	CLOSED	0	1,020	-1,020	-100%	$8.9K	$0	-$8.9K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	550	-550	-100%	$5.0K	$0	-$5.0K	2026-10-16
Plante Moran Financial Advisors, LLC	CLOSED	0	82	-82	-100%	$692	$0	-$692	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	72	-72	-100%	$608	$0	-$608	2026-10-15
Stone House Investment Management, LLC	CLOSED	0	36	-36	-100%	$304	$0	-$304	2026-10-23
Cassaday & Co Wealth Management LLC	CLOSED	0	10	-10	-100%	$85	$0	-$85	2026-10-27
Dodge & COX	N/A	—	44,635,184	-44,635,184	-100%	$376.7M	—	—	—
Morgan Stanley	N/A	—	5,920,668	-5,920,668	-100%	$50.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	5,319,698	-5,319,698	-100%	$44.9M	—	—	—
BlackRock, Inc.	N/A	—	5,184,353	-5,184,353	-100%	$43.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	4,816,831	-4,816,831	-100%	$40.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	2,803,232	-2,803,232	-100%	$23.7M	—	—	—
JPMorgan Chase & Co	N/A	—	2,601,423	-2,601,423	-100%	$21.8M	—	—	—
Quantinno Capital Management LP	N/A	—	2,562,619	-2,562,619	-100%	$21.6M	—	—	—
Raymond James Financial Inc	N/A	—	2,467,916	-2,467,916	-100%	$20.8M	—	—	—
UBS Group AG	N/A	—	2,409,801	-2,409,801	-100%	$20.3M	—	—	—
Jane Street Group, LLC	N/A	—	2,301,343	-2,301,343	-100%	$19.4M	—	—	—
American Century Companies Inc	N/A	—	1,483,401	-1,483,401	-100%	$12.5M	—	—	—
Northern Trust Corp	N/A	—	1,453,467	-1,453,467	-100%	$12.3M	—	—	—
AQR Capital Management LLC	N/A	—	1,183,752	-1,183,752	-100%	$10.0M	—	—	—
Acadian Asset Management LLC	N/A	—	992,340	-992,340	-100%	$8.4M	—	—	—
Voloridge Investment Management, LLC	N/A	—	966,559	-966,559	-100%	$8.2M	—	—	—
Private Wealth Asset Management, LLC	N/A	—	900,000	-900,000	-100%	$7.6M	—	—	—
Capital Fund Management S.A.	N/A	—	853,589	-853,589	-100%	$7.2M	—	—	—
Marshall Wace, LLP	N/A	—	815,153	-815,153	-100%	$6.9M	—	—	—
Bank of America Corp	N/A	—	760,916	-760,916	-100%	$6.4M	—	—	—
Two Sigma Investments, LP	N/A	—	597,288	-597,288	-100%	$5.0M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	481,842	-481,842	-100%	$4.1M	—	—	—
HRT Financial LP	N/A	—	455,527	-455,527	-100%	$3.8M	—	—	—
Old Mission Capital LLC	N/A	—	407,100	-407,100	-100%	$3.4M	—	—	—
FMR LLC	N/A	—	392,369	-392,369	-100%	$3.3M	—	—	—
Optiver Holding B.V.	N/A	—	389,897	-389,897	-100%	$3.3M	—	—	—
CIBC World Market Inc.	N/A	—	367,806	-367,806	-100%	$3.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	341,835	-341,835	-100%	$2.9M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	338,445	-338,445	-100%	$2.9M	—	—	—
Vident Advisory, LLC	N/A	—	276,535	-276,535	-100%	$2.3M	—	—	—
Mainstay Capital Management LLC	N/A	—	240,295	-240,295	-100%	$2.0M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	225,137	-225,137	-100%	$1.9M	—	—	—
Mariner, LLC	N/A	—	209,646	-209,646	-100%	$1.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	209,487	-209,487	-100%	$1.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	203,013	-203,013	-100%	$1.7M	—	—	—
SEI Investments Co	N/A	—	195,505	-195,505	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	193,088	-193,088	-100%	$1.6M	—	—	—
Focus Partners Wealth	N/A	—	190,472	-190,472	-100%	$1.6M	—	—	—
Nuveen, LLC	N/A	—	179,772	-179,772	-100%	$1.5M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	178,115	-178,115	-100%	$1.5M	—	—	—
HighTower Advisors, LLC	N/A	—	178,053	-178,053	-100%	$1.5M	—	—	—
Bridgewater Associates, LP	N/A	—	176,399	-176,399	-100%	$1.5M	—	—	—
Graham Capital Management, L.P.	N/A	—	171,813	-171,813	-100%	$1.5M	—	—	—
Wells Fargo & Company	N/A	—	168,564	-168,564	-100%	$1.4M	—	—	—
IEQ Capital, LLC	N/A	—	166,132	-166,132	-100%	$1.4M	—	—	—
Cerity Partners LLC	N/A	—	159,920	-159,920	-100%	$1.3M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	137,411	-137,411	-100%	$1.2M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	133,541	-133,541	-100%	$1.1M	—	—	—
Entropy Technologies, LP	N/A	—	127,979	-127,979	-100%	$1.1M	—	—	—
Ameriprise Financial Inc	N/A	—	116,651	-116,651	-100%	$992.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	113,593	-113,593	-100%	$959.0K	—	—	—
Callan Family Office, LLC	N/A	—	99,494	-99,494	-100%	$839.7K	—	—	—
LPL Financial LLC	N/A	—	93,647	-93,647	-100%	$790.4K	—	—	—
Natixis Advisors, LLC	N/A	—	87,920	-87,920	-100%	$742.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	82,600	-82,600	-100%	$697.1K	—	—	—
Royal Bank of Canada	N/A	—	81,496	-81,496	-100%	$688.0K	—	—	—
Syon Capital LLC	N/A	—	80,157	-80,157	-100%	$676.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	77,188	-77,188	-100%	$651.5K	—	—	—
Rhumbline Advisers	N/A	—	76,140	-76,140	-100%	$642.6K	—	—	—
Caprock Group, LLC	N/A	—	75,890	-75,890	-100%	$658.6K	—	—	—
SG Americas Securities, LLC	N/A	—	75,257	-75,257	-100%	$635.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	72,711	-72,711	-100%	$613.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	71,016	-71,016	-100%	$600.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	70,572	-70,572	-100%	$596.0K	—	—	—
Quantbot Technologies LP	N/A	—	65,696	-65,696	-100%	$554.5K	—	—	—
Engineers Gate Manager LP	N/A	—	62,357	-62,357	-100%	$526.3K	—	—	—
XY Capital Ltd	N/A	—	59,500	-59,500	-100%	$502.2K	—	—	—
Sivia Capital Partners, LLC	N/A	—	58,572	-58,572	-100%	$494.3K	—	—	—
Clearstead Advisors, LLC	N/A	—	57,646	-57,646	-100%	$486.5K	—	—	—
Miller Investment Management, LP	N/A	—	57,015	-57,015	-100%	$481.2K	—	—	—
Lester Murray Antman dba SimplyRich	N/A	—	56,361	-56,361	-100%	$475.0K	—	—	—
Venturi Wealth Management, LLC	N/A	—	56,301	-56,301	-100%	$475.2K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	54,821	-54,821	-100%	$462.7K	—	—	—
Ballentine Partners, LLC	N/A	—	54,067	-54,067	-100%	$456.3K	—	—	—
Jain Global LLC	N/A	—	53,242	-53,242	-100%	$449.4K	—	—	—
QRG Capital Management, Inc.	N/A	—	51,507	-51,507	-100%	$434.7K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	50,542	-50,542	-100%	$426.6K	—	—	—
Brevan Howard Capital Management LP	N/A	—	46,665	-46,665	-100%	$393.9K	—	—	—
Advisors Asset Management, Inc.	N/A	—	39,665	-39,665	-100%	$334.8K	—	—	—
Bank of Montreal	N/A	—	37,963	-37,963	-100%	$320.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	37,784	-37,784	-100%	$318.9K	—	—	—
DRW Securities, LLC	N/A	—	37,709	-37,709	-100%	$318.3K	—	—	—
AR Asset Management Inc	N/A	—	36,691	-36,691	-100%	$310.0K	—	—	—
Millennium Management LLC	N/A	—	35,764	-35,764	-100%	$301.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	34,224	-34,224	-100%	$286.5K	—	—	—
Ellevest, Inc.	N/A	—	33,721	-33,721	-100%	$284.6K	—	—	—
Stifel Financial Corp	N/A	—	33,597	-33,597	-100%	$283.6K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	32,766	-32,766	-100%	$276.5K	—	—	—
Franklin Resources Inc	N/A	—	32,661	-32,661	-100%	$275.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	31,235	-31,235	-100%	$263.6K	—	—	—
Dynasty Wealth Management, LLC	N/A	—	31,078	-31,078	-100%	$262.3K	—	—	—
Captrust Financial Advisors	N/A	—	30,861	-30,861	-100%	$260.5K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	29,265	-29,265	-100%	$247.0K	—	—	—
Wealthspire Retirement, LLC	N/A	—	27,938	-27,938	-100%	$235.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	27,905	-27,905	-100%	$235.5K	—	—	—
Cary Street Partners Financial LLC	N/A	—	27,145	-27,145	-100%	$229.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	27,082	-27,082	-100%	$228.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	27,020	-27,020	-100%	$227.0K	—	—	—
Cetera Investment Advisers	N/A	—	26,886	-26,886	-100%	$226.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	26,878	-26,878	-100%	$226.9K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	26,590	-26,590	-100%	$224.4K	—	—	—
Blueshift Asset Management, LLC	N/A	—	25,942	-25,942	-100%	$219.0K	—	—	—
Squarepoint Ops LLC	N/A	—	25,796	-25,796	-100%	$217.7K	—	—	—
Arax Advisory Partners	N/A	—	25,356	-25,356	-100%	$214.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	22,845	-22,845	-100%	$192.8K	—	—	—
Gotham Asset Management, LLC	N/A	—	21,727	-21,727	-100%	$183.4K	—	—	—
Bayesian Capital Management, LP	N/A	—	20,800	-20,800	-100%	$175.6K	—	—	—
XTX Topco Ltd	N/A	—	20,797	-20,797	-100%	$175.5K	—	—	—
Independent Advisor Alliance	N/A	—	20,524	-20,524	-100%	$173.2K	—	—	—
AE Wealth Management LLC	N/A	—	20,284	-20,284	-100%	$171.2K	—	—	—
Evolve Private Wealth, LLC	N/A	—	19,677	-19,677	-100%	$170.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	18,997	-18,997	-100%	$160.3K	—	—	—
Calydon Capital	N/A	—	17,940	-17,940	-100%	$151.4K	—	—	—
Summit Trail Advisors, LLC	N/A	—	17,609	-17,609	-100%	$148.6K	—	—	—
Keebeck Wealth Management	N/A	—	17,553	-17,553	-100%	$152.4K	—	—	—
Jackson Thornton Wealth Management, LLC	N/A	—	17,448	-17,448	-100%	$147.3K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	16,902	-16,902	-100%	$142.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	16,791	-16,791	-100%	$141.7K	—	—	—
Waverly Advisors, LLC	N/A	—	16,628	-16,628	-100%	$140.3K	—	—	—
Dorsey & Whitney Trust Co LLC	N/A	—	16,599	-16,599	-100%	$140.1K	—	—	—
Invesco Ltd.	N/A	—	16,211	-16,211	-100%	$136.8K	—	—	—
First Trust Advisors LP	N/A	—	15,777	-15,777	-100%	$133.2K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	15,748	-15,748	-100%	$132.9K	—	—	—
Stonebrook Private Inc.	N/A	—	15,587	-15,587	-100%	$131.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	14,709	-14,709	-100%	$124.1K	—	—	—
Checchi Capital Advisers, LLC	N/A	—	14,321	-14,321	-100%	$120.9K	—	—	—
Glenmede Trust Co NA	N/A	—	13,766	-13,766	-100%	$116.2K	—	—	—
FourThought Financial Partners, LLC	N/A	—	13,458	-13,458	-100%	$113.6K	—	—	—
M&T Bank Corp	N/A	—	13,105	-13,105	-100%	$110.9K	—	—	—
State Street Corp	N/A	—	13,085	-13,085	-100%	$113.6K	—	—	—
Stock Yards Bank & Trust Co	N/A	—	12,849	-12,849	-100%	$108.4K	—	—	—
Tudor Investment Corp ET AL	N/A	—	12,812	-12,812	-100%	$108.1K	—	—	—
Flputnam Investment Management Co	N/A	—	10,829	-10,829	-100%	$91.4K	—	—	—
Allworth Financial LP	N/A	—	10,826	-10,826	-100%	$91.4K	—	—	—
GeoWealth Management, LLC	N/A	—	10,572	-10,572	-100%	$89.2K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	10,571	-10,571	-100%	$89.2K	—	—	—
Shelton Capital Management	N/A	—	10,000	-10,000	-100%	$84.4K	—	—	—
Deutsche Bank Ag\	N/A	—	9,310	-9,310	-100%	$78.6K	—	—	—
Rothschild Investment LLC	N/A	—	5,874	-5,874	-100%	$49.6K	—	—	—
Bessemer Group Inc	N/A	—	5,210	-5,210	-100%	$42.0K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	5,000	-5,000	-100%	$43.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,875	-3,875	-100%	$32.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,625	-3,625	-100%	$30.6K	—	—	—
Harbour Investments, Inc.	N/A	—	3,191	-3,191	-100%	$26.9K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	2,656	-2,656	-100%	$22.4K	—	—	—
Allied Private Wealth LLC	N/A	—	2,532	-2,532	-100%	$22.1K	—	—	—
Copia Wealth Management	N/A	—	1,575	-1,575	-100%	$13.3K	—	—	—
National Bank of Canada	N/A	—	1,471	-1,471	-100%	$12.4K	—	—	—
WealthCollab, LLC	N/A	—	1,103	-1,103	-100%	$9.3K	—	—	—
UMB Bank, n.a.	N/A	—	1,002	-1,002	-100%	$8.5K	—	—	—
Itau Unibanco Holding S.A.	N/A	—	870	-870	-100%	$7.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	752	-752	-100%	$6.4K	—	—	—
Pinney & Scofield, Inc.	N/A	—	714	-714	-100%	$6.0K	—	—	—
Cornerstone Financial Management LLC	N/A	—	563	-563	-100%	$4.8K	—	—	—
Crews Bank & Trust	N/A	—	558	-558	-100%	$4.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	479	-479	-100%	$4.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	411	-411	-100%	$3.5K	—	—	—
JTC Employer Solutions Trustee Ltd	N/A	—	333	-333	-100%	$3	—	—	—
Institute for Wealth Management, Llc.	N/A	—	332	-332	-100%	$2.8K	—	—	—
GW&K Investment Management, LLC	N/A	—	319	-319	-100%	$3	—	—	—
SHP Wealth Management	N/A	—	276	-276	-100%	$2.3K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	259	-259	-100%	$2.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	202	-202	-100%	$1.7K	—	—	—
Huntington National Bank	N/A	—	199	-199	-100%	$1.7K	—	—	—
Anchor Investment Management, LLC	N/A	—	184	-184	-100%	$1.6K	—	—	—
JPL Wealth Management, LLC	N/A	—	151	-151	-100%	$1.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	122	-122	-100%	$1.0K	—	—	—
Zions Bancorporation, National Association	N/A	—	105	-105	-100%	$886	—	—	—
Group One Trading LLC	N/A	—	100	-100	-100%	$844	—	—	—
MidFirst Bank	N/A	—	84	-84	-100%	$709	—	—	—
LRI Investments, LLC	N/A	—	83	-83	-100%	$701	—	—	—
IFG Advisory, LLC	N/A	—	76	-76	-100%	$641	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	47	-47	-100%	$404	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	34	-34	-100%	$287	—	—	—
CVA Family Office, LLC	N/A	—	32	-32	-100%	$270	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	18	-18	-100%	$157	—	—	—
BFC Planning, Inc.	N/A	—	17	-17	-100%	$143	—	—	—
Highland Investment Advisors LLC	N/A	—	13	-13	-100%	$110	—	—	—
Financial Gravity Companies, Inc.	N/A	—	2	-2	-100%	$17	—	—	—

Showing 330 of 330 institutions