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Ambev SA (ABEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Exchange Traded Concepts, LLC
INCREASED
Shares17,544,010 from 13,630,016
Change+3,913,994 (+29%)
Value$51.2M (+$8.4M)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares11,834,872 from 11,833,198
Change+1,674 (+0%)
Value$34.3M (-$2.5M)
Filed 2026-11-04
RWC Asset Management LLP
INCREASED
Shares10,779,739 from 10,547,747
Change+231,992 (+2%)
Value$31.5M (-$1.6M)
Filed 2026-10-22
Private Management Group Inc
DECREASED
Shares10,623,972 from 10,843,977
Change-220,005 (-2%)
Value$31.0M (-$3.0M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares10,455,794 from 9,877,828
Change+577,966 (+6%)
Value$30.5M (-$500.7K)
Filed 2026-11-04
Formuepleje A/S
NEW
Shares8,085,691
Change+8,085,691
Value$23.6M
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares7,544,941 from 4,188,376
Change+3,356,565 (+80%)
Value$22.0M (+$8.9M)
Filed 2026-11-06
Foundation Resource Management Inc
DECREASED
Shares7,048,327 from 7,085,184
Change-36,857 (-1%)
Value$20.6M (-$1.7M)
Filed 2026-10-19
Great Lakes Advisors, LLC
INCREASED
Shares5,935,259 from 5,158,548
Change+776,711 (+15%)
Value$17.3M (+$1.1M)
Filed 2026-11-06
Altrius Capital Management Inc
INCREASED
Shares3,881,140 from 3,679,965
Change+201,175 (+5%)
Value$11.3M (-$222.2K)
Filed 2026-11-05
Pzena Investment Management LLC
INCREASED
Shares3,822,026 from 3,739,889
Change+82,137 (+2%)
Value$11.2M (-$582.9K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,750,652 from 2,784,450
Change-33,798 (-1%)
Value$8.0M (-$711.3K)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares2,435,619 from 2,512,634
Change-77,015 (-3%)
Value$7.1M (-$777.7K)
Filed 2026-10-30
Euro Pacific Asset Management, LLC
DECREASED
Shares2,254,595 from 2,300,241
Change-45,646 (-2%)
Value$6.6M (+$6.6M)
Filed 2026-11-03
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares1,958,663 from 1,859,896
Change+98,767 (+5%)
Value$5.7M (-$120.8K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares1,661,888 from 1,721,555
Change-59,667 (-3%)
Value$4.9M (-$553.0K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares1,461,819 from 1,214,785
Change+247,034 (+20%)
Value$4.3M (+$454.1K)
Filed 2026-10-21
Arga Investment Management, LP
INCREASED
Shares1,299,756 from 1,234,108
Change+65,648 (+5%)
Value$3.8M (-$79.8K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares1,159,886 from 1,146,398
Change+13,488 (+1%)
Value$3.4M (-$212.8K)
Filed 2026-11-02
Sava Infond d.o.o.
INCREASED
Shares1,100,000 from 550,000
Change+550,000 (+100%)
Value$3.2M (+$1.5M)
Filed 2026-10-28
Seafarer Capital Partners, LLC
DECREASED
Shares1,069,000 from 24,069,000
Change-23,000,000 (-96%)
Value$3.1M (-$72.5M)
Filed 2026-11-05
Privium Fund Management B.V.
INCREASED
Shares989,723 from 802,167
Change+187,556 (+23%)
Value$2.9M (+$371.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares723,613 from 742,098
Change-18,485 (-2%)
Value$2.1M (-$217.0K)
Filed 2026-11-02
MH & Associates Securities Management Corp
UNCHANGED
Shares698,291 from 698,291
Change0 (0%)
Value$2.0M (-$153.6K)
Filed 2026-10-30
Mraz, Amerine & Associates, Inc.
DECREASED
Shares695,946 from 705,089
Change-9,143 (-1%)
Value$2.0M (-$181.8K)
Filed 2026-10-30
Virtus Family Office LLC
INCREASED
Shares681,540 from 619,337
Change+62,203 (+10%)
Value$2.0M (+$61.3K)
Filed 2026-10-30
Amundi
DECREASED
Shares643,588 from 663,655
Change-20,067 (-3%)
Value$1.9M (-$204.6K)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares630,066 from 762,115
Change-132,049 (-17%)
Value$1.8M (-$553.2K)
Filed 2026-10-22
Barings LLC
UNCHANGED
Shares621,824 from 621,824
Change0 (0%)
Value$1.8M (-$136.8K)
Filed 2026-10-22
Burford Brothers, Inc.
INCREASED
Shares501,254 from 249,248
Change+252,006 (+101%)
Value$1.5M (+$681.0K)
Filed 2026-10-21
Fisher Asset Management, LLC
DECREASED
Shares493,190 from 521,972
Change-28,782 (-6%)
Value$1.4M (-$198.9K)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares477,339 from 367,543
Change+109,796 (+30%)
Value$1.4M (+$239.7K)
Filed 2026-10-29
Oldfield Partners LLP
UNCHANGED
Shares383,700 from 383,700
Change0 (0%)
Value$1.1M (-$84.4K)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED
Shares340,465 from 58,313
Change+282,152 (+484%)
Value$994.2K (+$811.1K)
Filed 2026-10-20
Ted Buchan & Co
INCREASED
Shares321,188 from 314,742
Change+6,446 (+2%)
Value$937.9K (-$50.4K)
Filed 2026-10-23
Unison Advisors LLC
INCREASED
Shares313,938 from 312,538
Change+1,400 (+0%)
Value$929.6K (-$64.0K)
Filed 2026-10-29
Archford Capital Strategies, LLC
DECREASED
Shares298,501 from 688,742
Change-390,241 (-57%)
Value$871.6K (-$1.3M)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares247,884 from 261,463
Change-13,579 (-5%)
Value$723.8K (-$97.2K)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
INCREASED
Shares224,378 from 219,071
Change+5,307 (+2%)
Value$655.2K (-$32.7K)
Filed 2026-10-27
Profund Advisors LLC
DECREASED
Shares215,695 from 236,088
Change-20,393 (-9%)
Value$629.8K (-$111.5K)
Filed 2026-10-29
Henshaw Capital LLC
INCREASED
Shares215,338 from 172,958
Change+42,380 (+25%)
Value$628.8K (+$85.7K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares209,105 from 752,146
Change-543,041 (-72%)
Value$610.6K (-$1.8M)
Filed 2026-11-04
OceanIQ Capital, LLC
UNCHANGED
Shares207,320 from 207,320
Change0 (0%)
Value$667.6K (+$78.8K)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares207,025 from 204,462
Change+2,563 (+1%)
Value$604.5K (-$37.5K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares203,687 from 215,575
Change-11,888 (-6%)
Value$594.8K (-$82.1K)
Filed 2026-10-07
Compound Planning, Inc.
DECREASED
Shares198,557 from 222,072
Change-23,515 (-11%)
Value$579.8K (-$117.5K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares198,320 from 203,872
Change-5,552 (-3%)
Value$579.1K (-$61.1K)
Filed 2026-10-15
Barclays PLC
INCREASED
Shares184,632 from 164,622
Change+20,010 (+12%)
Value$539.1K (+$22.2K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares182,928 from 179,424
Change+3,504 (+2%)
Value$534.2K (-$29.2K)
Filed 2026-10-26
Chicago Trust Co NA
DECREASED
Shares169,343 from 175,588
Change-6,245 (-4%)
Value$494.5K (-$56.9K)
Filed 2026-10-28
Perpetual Ltd
UNCHANGED
Shares168,569 from 168,569
Change0 (0%)
Value$492.2K (-$37.1K)
Filed 2026-10-13
Sage Investment Counsel LLC
UNCHANGED
Shares165,500 from 165,500
Change0 (0%)
Value$483.3K (-$36.4K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares153,858 from 60,222
Change+93,636 (+155%)
Value$449.3K (+$260.2K)
Filed 2026-10-29
Wynn Capital, LLC
INCREASED
Shares153,605 from 150,285
Change+3,320 (+2%)
Value$448.5K (-$23.4K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares145,136
Change+145,136
Value$423.8K
Filed 2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED
Shares129,842 from 129,842
Change0 (0%)
Value$379.1K (-$28.6K)
Filed 2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares120,818 from 120,818
Change0 (0%)
Value$379.4K ($0)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares116,529 from 115,828
Change+701 (+1%)
Value$340.3K (-$23.4K)
Filed 2026-10-16
Focused Alpha, LLC
INCREASED
Shares112,135 from 108,284
Change+3,851 (+4%)
Value$327.4K (-$12.6K)
Filed 2026-10-20
Ethic Inc.
DECREASED
Shares110,981 from 250,726
Change-139,745 (-56%)
Value$324.1K (-$463.2K)
Filed 2026-11-03
Tuttle Capital Management, LLC
NEW
Shares109,598
Change+109,598
Value$327.7K
Filed 2026-10-21
Jefferies Financial Group Inc.
NEW
Shares109,114
Change+109,114
Value$318.6K
Filed 2026-11-05
Nykredit A/S
UNCHANGED
Shares107,296 from 107,296
Change0 (0%)
Value$313.3K (-$23.6K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares100,000 from 99,500
Change+500 (+1%)
Value$292.0K (-$20.4K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares99,894 from 100,058
Change-164 (0%)
Value$291.7K (-$22.5K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares96,840 from 43,300
Change+53,540 (+124%)
Value$282.8K (+$146.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares95,235 from 92,005
Change+3,230 (+4%)
Value$278.1K (-$10.8K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares93,409 from 195,616
Change-102,207 (-52%)
Value$272.8K (-$341.5K)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares91,134 from 85,764
Change+5,370 (+6%)
Value$266.1K (-$3.2K)
Filed 2026-11-04
Alhambra Investment Management LLC
DECREASED
Shares90,270 from 90,915
Change-645 (-1%)
Value$263.6K (-$21.9K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares89,250 from 89,250
Change0 (0%)
Value$258.8K (-$18.7K)
Filed 2026-10-16
Bfsg, LLC
DECREASED
Shares87,150 from 89,550
Change-2,400 (-3%)
Value$254.5K (-$26.7K)
Filed 2026-10-30
Jeppson Wealth Management, LLC
UNCHANGED
Shares82,155 from 82,155
Change0 (0%)
Value$239.9K (-$18.1K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares77,058 from 78,920
Change-1,862 (-2%)
Value$225.0K (-$22.8K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares75,359 from 201,431
Change-126,072 (-63%)
Value$220.0K (-$412.4K)
Filed 2026-11-03
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$219.0K (-$16.0K)
Filed 2026-11-06
Genus Capital Management Inc.
UNCHANGED
Shares66,608 from 66,608
Change0 (0%)
Value$194.5K (-$14.7K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares66,320 from 71,688
Change-5,368 (-7%)
Value$193.7K (-$31.4K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares65,608
Change+65,608
Value$190.6K
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares62,414 from 63,348
Change-934 (-1%)
Value$182.0K (-$17.0K)
Filed 2026-10-26
Verus Capital Partners, LLC
DECREASED
Shares62,350 from 66,350
Change-4,000 (-6%)
Value$182.1K (-$26.3K)
Filed 2026-11-03
State of Wyoming
INCREASED
Shares61,700 from 58,130
Change+3,570 (+6%)
Value$180.2K (-$2.4K)
Filed 2026-10-28
Geode Capital Management, LLC
DECREASED
Shares56,784 from 67,928
Change-11,144 (-16%)
Value$165.8K (-$47.5K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
NEW
Shares56,137
Change+56,137
Value$163.9K
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares55,414 from 63,179
Change-7,765 (-12%)
Value$161.8K (-$36.6K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares54,795 from 29,631
Change+25,164 (+85%)
Value$160.0K (+$67.0K)
Filed 2026-11-02
R Squared Ltd
INCREASED
Shares49,227 from 27,520
Change+21,707 (+79%)
Value$143.7K (+$57.3K)
Filed 2026-11-06
Welch Group, LLC
INCREASED
Shares45,974 from 45,191
Change+783 (+2%)
Value$134.2K (-$7.7K)
Filed 2026-10-29
Aprio Wealth Management, LLC
DECREASED
Shares44,229 from 58,411
Change-14,182 (-24%)
Value$129.1K (-$54.3K)
Filed 2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
NEW
Shares41,948
Change+41,948
Value$122.5K
Filed 2026-11-02
Deutsche Bank Ag\
UNCHANGED
Shares39,466 from 39,466
Change0 (0%)
Value$115.2K (-$8.7K)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares38,594 from 38,960
Change-366 (-1%)
Value$112.7K (-$9.6K)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares38,490 from 38,490
Change0 (0%)
Value$112.4K (-$8.5K)
Filed 2026-10-29
Hartford Financial Management Inc.
DECREASED
Shares38,038 from 41,265
Change-3,227 (-8%)
Value$111.1K (-$18.5K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares37,368 from 37,368
Change0 (0%)
Value$109.1K (-$8.2K)
Filed 2026-10-16
Good Harbor Advisors, Inc.
UNCHANGED
Shares35,528 from 35,528
Change0 (0%)
Value$103.7K (-$7.8K)
Filed 2026-10-20
Chemistry Wealth Management LLC
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$102.2K (-$7.7K)
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares34,869 from 34,869
Change0 (0%)
Value$101.8K (-$7.7K)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
DECREASED
Shares33,862 from 48,779
Change-14,917 (-31%)
Value$98.9K (-$54.3K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares33,503 from 30,725
Change+2,778 (+9%)
Value$97.8K (+$1.4K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares32,351 from 30,534
Change+1,817 (+6%)
Value$94.5K (-$1.4K)
Filed 2026-11-06
Cullen T Bankers, Inc.
UNCHANGED
Shares32,231 from 32,231
Change0 (0%)
Value$94.1K (-$7.1K)
Filed 2026-10-28
May Hill Capital, LLC
DECREASED
Shares31,851 from 32,422
Change-571 (-2%)
Value$93.0K (-$8.8K)
Filed 2026-11-03
Moran Wealth Management, LLC
DECREASED
Shares30,963 from 2,889,840
Change-2,858,877 (-99%)
Value$90.4K (-$9.0M)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$87.6K (-$6.6K)
Filed 2026-10-28
Mlp3, LLC
INCREASED
Shares26,999 from 26,895
Change+104 (+0%)
Value$78.8K (-$5.6K)
Filed 2026-10-22
Carrera Capital Advisors
UNCHANGED
Shares25,788 from 25,788
Change0 (0%)
Value$75.7K (-$5.3K)
Filed 2026-11-03
Aspiriant, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$73.0K (-$5.5K)
Filed 2026-10-16
Winthrop Advisory Group LLC
DECREASED
Shares24,634 from 26,794
Change-2,160 (-8%)
Value$73.1K (-$11.7K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares24,352 from 22,006
Change+2,346 (+11%)
Value$77.7K (+$10.1K)
Filed 2026-10-13
Anchyra Partners LLC
NEW
Shares24,227
Change+24,227
Value$70.7K
Filed 2026-10-13
DekaBank Deutsche Girozentrale
NEW
Shares24,000
Change+24,000
Value$69
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED
Shares23,624 from 33,379
Change-9,755 (-29%)
Value$69.0K (-$37.2K)
Filed 2026-10-13
TMB Capital Partners, LLC
DECREASED
Shares23,294 from 25,801
Change-2,507 (-10%)
Value$68.0K (-$13.0K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares23,195 from 22,993
Change+202 (+1%)
Value$72.8K (+$634)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
DECREASED
Shares22,485 from 25,777
Change-3,292 (-13%)
Value$65.7K (-$15.3K)
Filed 2026-10-29
Xponance LLC
DECREASED
Shares21,793 from 21,934
Change-141 (-1%)
Value$63.6K (-$5.2K)
Filed 2026-11-03
180 Wealth Advisors, LLC
UNCHANGED
Shares21,725 from 21,725
Change0 (0%)
Value$63.4K (-$4.8K)
Filed 2026-11-03
Traveka Wealth, LLC
INCREASED
Shares21,492 from 17,268
Change+4,224 (+24%)
Value$62.8K (+$8.5K)
Filed 2026-10-19
Riversedge Advisors, LLC
DECREASED
Shares21,309 from 22,183
Change-874 (-4%)
Value$62.2K (-$7.4K)
Filed 2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED
Shares20,890 from 14,269
Change+6,621 (+46%)
Value$61.5K (+$16.5K)
Filed 2026-11-04
Park Capital Management, LLC / WI
INCREASED
Shares19,653 from 10,276
Change+9,377 (+91%)
Value$57.4K (+$25.1K)
Filed 2026-10-13
Grove Bank & Trust
DECREASED
Shares19,439 from 19,450
Change-11 (0%)
Value$56.8K (-$4.3K)
Filed 2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares19,366 from 17,782
Change+1,584 (+9%)
Value$56.9K (+$879)
Filed 2026-10-20
Almanack Investment Partners, Llc.
DECREASED
Shares18,000 from 20,000
Change-2,000 (-10%)
Value$52.6K (-$10.2K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares17,726 from 14,877
Change+2,849 (+19%)
Value$51.8K (+$5.1K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares17,698 from 16,039
Change+1,659 (+10%)
Value$51.7K (+$1.3K)
Filed 2026-10-23
Evergreen Capital Management LLC
UNCHANGED
Shares17,516 from 17,516
Change0 (0%)
Value$51.6K (-$3.6K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares17,187 from 15,657
Change+1,530 (+10%)
Value$50.9K (+$1.4K)
Filed 2026-11-05
RFG Advisory, LLC
NEW
Shares17,025
Change+17,025
Value$49.7K
Filed 2026-11-03
rebel Financial LLC
NEW
Shares16,393
Change+16,393
Value$48.1K
Filed 2026-11-04
Park National Corp
UNCHANGED
Shares16,386 from 16,386
Change0 (0%)
Value$47.8K (-$3.6K)
Filed 2026-10-05
M Holdings Securities, Inc.
NEW
Shares16,330
Change+16,330
Value$44
Filed 2026-11-03
Viewpoint Capital Management LLC
UNCHANGED
Shares16,300 from 16,300
Change0 (0%)
Value$47.6K (-$3.6K)
Filed 2026-10-27
VestGen Advisors, LLC
INCREASED
Shares16,267 from 12,588
Change+3,679 (+29%)
Value$47.5K (+$8.0K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares16,006 from 28,954
Change-12,948 (-45%)
Value$46.7K (-$44.3K)
Filed 2026-10-08
Henry James International Management Inc.
INCREASED
Shares15,031 from 14,686
Change+345 (+2%)
Value$43.9K (-$2.2K)
Filed 2026-10-14
PDS Planning, Inc
DECREASED
Shares14,989 from 16,528
Change-1,539 (-9%)
Value$43.8K (-$8.1K)
Filed 2026-11-03
Inscription Capital, LLC
INCREASED
Shares14,879 from 14,339
Change+540 (+4%)
Value$43.4K (-$1.6K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
NEW
Shares14,791
Change+14,791
Value$43.2K
Filed 2026-10-21
Endowment Wealth Management, Inc.
INCREASED
Shares14,745 from 14,684
Change+61 (+0%)
Value$43.1K (-$3.1K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares14,387 from 14,896
Change-509 (-3%)
Value$42.0K (-$4.8K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
NEW
Shares14,081
Change+14,081
Value$41.1K
Filed 2026-10-16
Foster Group, Inc.
UNCHANGED
Shares13,959 from 13,959
Change0 (0%)
Value$40.8K (-$3.1K)
Filed 2026-10-13
Global Wealth Strategies & Associates
INCREASED
Shares13,915 from 11,855
Change+2,060 (+17%)
Value$40.6K (+$3.4K)
Filed 2026-10-02
Keybank National Association
DECREASED
Shares13,831 from 94,630
Change-80,799 (-85%)
Value$40.4K (-$256.8K)
Filed 2026-11-04
Hidden Cove Wealth Management, LLC
DECREASED
Shares13,514 from 15,165
Change-1,651 (-11%)
Value$39.5K (-$8.2K)
Filed 2026-10-19
Diversified Enterprises, LLC
DECREASED
Shares13,098 from 14,789
Change-1,691 (-11%)
Value$38.2K (-$8.2K)
Filed 2026-10-19
Monument Capital Management
INCREASED
Shares13,046 from 11,171
Change+1,875 (+17%)
Value$38.1K (+$3.0K)
Filed 2026-10-09
Gamma Investing LLC
INCREASED
Shares12,964 from 10,018
Change+2,946 (+29%)
Value$37.9K (+$6.4K)
Filed 2026-10-08
Aaron Wealth Advisors LLC
NEW
Shares12,528
Change+12,528
Value$36.6K
Filed 2026-10-13
Equitable Trust Co
UNCHANGED
Shares12,498 from 12,498
Change0 (0%)
Value$36.5K (-$2.8K)
Filed 2026-10-13
Bensler, LLC
UNCHANGED
Shares11,969 from 11,969
Change0 (0%)
Value$34.9K (-$2.6K)
Filed 2026-11-05
Leisure Capital Management
DECREASED
Shares11,875 from 13,142
Change-1,267 (-10%)
Value$34.7K (-$6.6K)
Filed 2026-11-03
Balefire, LLC
INCREASED
Shares11,718 from 11,712
Change+6 (+0%)
Value$34.2K (-$2.6K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
NEW
Shares11,655
Change+11,655
Value$34.0K
Filed 2026-11-04
Advisortrust Partners, LLC
DECREASED
Shares11,371 from 12,593
Change-1,222 (-10%)
Value$33.2K (-$6.3K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares11,221 from 11,079
Change+142 (+1%)
Value$32.8K (-$2.0K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares11,196 from 12,906
Change-1,710 (-13%)
Value$32.7K (-$7.8K)
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
UNCHANGED
Shares11,087 from 11,087
Change0 (0%)
Value$32.4K (-$2.4K)
Filed 2026-11-06
Valeo Financial Advisors, LLC
DECREASED
Shares11,064 from 13,083
Change-2,019 (-15%)
Value$32.3K (-$8.8K)
Filed 2026-10-08
Forum Financial Management, LP
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$32.1K (-$2.4K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
DECREASED
Shares10,736 from 11,221
Change-485 (-4%)
Value$31.3K (-$4.4K)
Filed 2026-10-22
NWF Advisory Services Inc.
UNCHANGED
Shares10,530 from 10,530
Change0 (0%)
Value$30.7K (-$2.3K)
Filed 2026-10-19
Wagner Wealth Management, LLC
UNCHANGED
Shares10,525 from 10,525
Change0 (0%)
Value$30.7K (-$2.3K)
Filed 2026-10-21
Demars Financial Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$29.2K (-$2.2K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares9,004 from 8,612
Change+392 (+5%)
Value$26.3K (-$749)
Filed 2026-11-04
Hilltop National Bank
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$22.9K (-$1.7K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$21.5K (-$1.6K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,442 from 4,442
Change0 (0%)
Value$13.0K (-$977)
Filed 2026-10-05
Montag A & Associates Inc
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$12.3K (-$860)
Filed 2026-10-29
Hara Capital LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$12.0K (-$902)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$10.5K (-$792)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares3,591 from 4,786
Change-1,195 (-25%)
Value$10.5K (-$4.5K)
Filed 2026-10-27
Eurizon Capital SGR S.p.A.
DECREASED
Shares3,321 from 406,649
Change-403,328 (-99%)
Value$9.7K (-$1.3M)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares2,850 from 4,157
Change-1,307 (-31%)
Value$8.3K (-$4.7K)
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$8.2K (-$617)
Filed 2026-10-19
Nisa Investment Advisors, LLC
INCREASED
Shares2,028 from 2,018
Change+10 (+1%)
Value$6.0K (-$387)
Filed 2026-10-20
Proathlete Wealth Management LLC
NEW
Shares1,776
Change+1,776
Value$5.2K
Filed 2026-10-15
UMB Bank, n.a.
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$5.1K (-$385)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
INCREASED
Shares1,687 from 1,190
Change+497 (+42%)
Value$4.9K (+$1.2K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares1,498 from 3,169
Change-1,671 (-53%)
Value$4.4K (-$5.6K)
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$3.1K (-$231)
Filed 2026-10-08
Financial Consulate, Inc
INCREASED
Shares1,036 from 991
Change+45 (+5%)
Value$3.0K (-$85)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares973 from 1,503
Change-530 (-35%)
Value$2.8K (-$1.9K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares847
Change+847
Value$2.5K
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares616 from 529
Change+87 (+16%)
Value$1.8K (+$137)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$1.5K (-$116)
Filed 2026-10-02
Bell Investment Advisors, Inc
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$1.5K (-$113)
Filed 2026-10-29
Oakworth Capital, Inc.
NEW
Shares201
Change+201
Value$587
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$347 (-$23)
Filed 2026-10-26
Montgomery Financial Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$292 (-$22)
Filed 2026-11-03
TD Private Client Wealth LLC
NEW
Shares99
Change+99
Value$289
Filed 2026-10-28
Abound Wealth Management
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$228 (-$17)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares56
Change+56
Value$164
Filed 2026-10-21
Bear Mountain Capital, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$106 (+$7)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 (-$1)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 295,852
Change-295,852 (-100%)
Value$0 (-$929.0K)
Filed 2026-11-06
ABC Arbitrage SA
CLOSED
Shares0 from 47,831
Change-47,831 (-100%)
Value$0 (-$150.2K)
Filed 2026-10-23
Renasant Bank
CLOSED
Shares0 from 25,787
Change-25,787 (-100%)
Value$0 (-$81.0K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 19,390
Change-19,390 (-100%)
Value$0 (-$60.9K)
Filed 2026-11-04
Magnus Financial Group LLC
CLOSED
Shares0 from 19,375
Change-19,375 (-100%)
Value$0 (-$60.8K)
Filed 2026-10-21
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 17,935
Change-17,935 (-100%)
Value$0 (-$56.3K)
Filed 2026-11-05
Apollon Wealth Management, LLC
CLOSED
Shares0 from 16,979
Change-16,979 (-100%)
Value$0 (-$53.3K)
Filed 2026-10-23
HB Wealth Management, LLC
CLOSED
Shares0 from 16,205
Change-16,205 (-100%)
Value$0 (-$50.9K)
Filed 2026-10-23
Kestra Investment Management, LLC
CLOSED
Shares0 from 14,190
Change-14,190 (-100%)
Value$0 (-$44.7K)
Filed 2026-11-04
Nolet Wealth Management, LLC
CLOSED
Shares0 from 13,421
Change-13,421 (-100%)
Value$0 (-$42.1K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 12,900
Change-12,900 (-100%)
Value$0 (-$40.5K)
Filed 2026-11-04
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 12,874
Change-12,874 (-100%)
Value$0 (-$40.4K)
Filed 2026-10-26
MGO One Seven LLC
CLOSED
Shares0 from 11,708
Change-11,708 (-100%)
Value$0 (-$36.8K)
Filed 2026-10-28
Integrated Advisors Network LLC
CLOSED
Shares0 from 10,892
Change-10,892 (-100%)
Value$0 (-$34.2K)
Filed 2026-10-20
Simplicity Wealth,LLC
CLOSED
Shares0 from 10,089
Change-10,089 (-100%)
Value$0 (-$31.7K)
Filed 2026-10-23
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$18.8K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-13
Eastern Bank
CLOSED
Shares0 from 1,707
Change-1,707 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-05
Nemes Rush Group LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-04
Mondrian Investment Partners LTD
CLOSED
Shares0 from 823
Change-823 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-23
SJS Investment Consulting Inc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$817)
Filed 2026-10-26
First Eagle Investment Management, LLC
N/A
Shares— from 349,323,217
Change-349,323,217 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 185,072,397
Change-185,072,397 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 33,059,703
Change-33,059,703 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 28,979,606
Change-28,979,606 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 27,000,448
Change-27,000,448 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 24,910,000
Change-24,910,000 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 22,996,163
Change-22,996,163 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 20,526,907
Change-20,526,907 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,870,831
Change-12,870,831 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,751,317
Change-12,751,317 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 11,492,766
Change-11,492,766 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 10,715,332
Change-10,715,332 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,037,912
Change-10,037,912 (-100%)
Value—
State Street Corp
N/A
Shares— from 8,283,804
Change-8,283,804 (-100%)
Value—
Kiltearn Partners LLP
N/A
Shares— from 7,567,886
Change-7,567,886 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 7,144,205
Change-7,144,205 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 6,995,240
Change-6,995,240 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 6,959,168
Change-6,959,168 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,243,950
Change-6,243,950 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,151,660
Change-6,151,660 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,876,717
Change-5,876,717 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,858,821
Change-5,858,821 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,745,785
Change-5,745,785 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,466,817
Change-5,466,817 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 5,000,187
Change-5,000,187 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 4,418,170
Change-4,418,170 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,066,693
Change-4,066,693 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,640,802
Change-3,640,802 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,317,861
Change-3,317,861 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,119,153
Change-3,119,153 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,953,304
Change-2,953,304 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,806,875
Change-2,806,875 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,788,660
Change-2,788,660 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,648,958
Change-2,648,958 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,615,129
Change-2,615,129 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,576,554
Change-2,576,554 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,460,222
Change-2,460,222 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,197,011
Change-2,197,011 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,881,363
Change-1,881,363 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,837,660
Change-1,837,660 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,818,305
Change-1,818,305 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,692,184
Change-1,692,184 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,442,144
Change-1,442,144 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,377,103
Change-1,377,103 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,360,604
Change-1,360,604 (-100%)
Value—
Cook & Bynum Capital Management, LLC
N/A
Shares— from 1,354,009
Change-1,354,009 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,280,657
Change-1,280,657 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,219,543
Change-1,219,543 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,110,738
Change-1,110,738 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,093,579
Change-1,093,579 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,012,384
Change-1,012,384 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,003,011
Change-1,003,011 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 942,051
Change-942,051 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 897,667
Change-897,667 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 887,341
Change-887,341 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 852,729
Change-852,729 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 807,600
Change-807,600 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 788,519
Change-788,519 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 776,029
Change-776,029 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 694,640
Change-694,640 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 652,846
Change-652,846 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 633,109
Change-633,109 (-100%)
Value—
Darwins River Capital, LP
N/A
Shares— from 619,195
Change-619,195 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 514,411
Change-514,411 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 503,081
Change-503,081 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 490,734
Change-490,734 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 474,242
Change-474,242 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 469,038
Change-469,038 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 460,355
Change-460,355 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 456,783
Change-456,783 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 441,826
Change-441,826 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 411,744
Change-411,744 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 382,971
Change-382,971 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 372,942
Change-372,942 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 368,277
Change-368,277 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 351,726
Change-351,726 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 349,336
Change-349,336 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 311,535
Change-311,535 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 291,875
Change-291,875 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 287,929
Change-287,929 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 287,631
Change-287,631 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 267,311
Change-267,311 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 262,586
Change-262,586 (-100%)
Value—
Dodge & COX
N/A
Shares— from 252,700
Change-252,700 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 249,841
Change-249,841 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 248,945
Change-248,945 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 245,100
Change-245,100 (-100%)
Value—
Stephens Inc
N/A
Shares— from 243,777
Change-243,777 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 239,890
Change-239,890 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 227,158
Change-227,158 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 191,056
Change-191,056 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 188,471
Change-188,471 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 185,499
Change-185,499 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 169,705
Change-169,705 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 165,402
Change-165,402 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 164,967
Change-164,967 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 160,265
Change-160,265 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 158,600
Change-158,600 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 148,469
Change-148,469 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 147,271
Change-147,271 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 146,396
Change-146,396 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 144,756
Change-144,756 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 140,475
Change-140,475 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 140,030
Change-140,030 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 139,065
Change-139,065 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 120,597
Change-120,597 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 118,211
Change-118,211 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 112,748
Change-112,748 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 106,963
Change-106,963 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 105,742
Change-105,742 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 99,351
Change-99,351 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 97,158
Change-97,158 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 90,118
Change-90,118 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 88,689
Change-88,689 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 87,987
Change-87,987 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 87,000
Change-87,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 83,112
Change-83,112 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 80,333
Change-80,333 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 78,329
Change-78,329 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 73,961
Change-73,961 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 73,702
Change-73,702 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 70,584
Change-70,584 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 69,818
Change-69,818 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 68,265
Change-68,265 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 65,374
Change-65,374 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 63,955
Change-63,955 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 62,229
Change-62,229 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 56,635
Change-56,635 (-100%)
Value—
&partners
N/A
Shares— from 51,870
Change-51,870 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 50,872
Change-50,872 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 46,742
Change-46,742 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 46,696
Change-46,696 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 46,015
Change-46,015 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 44,001
Change-44,001 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 43,396
Change-43,396 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 42,676
Change-42,676 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 41,049
Change-41,049 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 40,645
Change-40,645 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 38,184
Change-38,184 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 34,777
Change-34,777 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 33,695
Change-33,695 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 30,345
Change-30,345 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 30,240
Change-30,240 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 29,803
Change-29,803 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 28,880
Change-28,880 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,761
Change-26,761 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 26,075
Change-26,075 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 25,760
Change-25,760 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,531
Change-25,531 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25,046
Change-25,046 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 23,467
Change-23,467 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 22,136
Change-22,136 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 21,621
Change-21,621 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 21,425
Change-21,425 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 21,284
Change-21,284 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,593
Change-20,593 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 20,399
Change-20,399 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 19,503
Change-19,503 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,483
Change-19,483 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,223
Change-19,223 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 17,364
Change-17,364 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 16,848
Change-16,848 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 16,169
Change-16,169 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 15,733
Change-15,733 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15,440
Change-15,440 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,284
Change-15,284 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,570
Change-14,570 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 13,215
Change-13,215 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,771
Change-12,771 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,742
Change-12,742 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,549
Change-12,549 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 10,661
Change-10,661 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,459
Change-10,459 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,139
Change-10,139 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 631
Change-631 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 469
Change-469 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 375
Change-375 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 299
Change-299 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Exchange Traded Concepts, LLC
INCREASED17,544,01013,630,016+3,913,994+29%$42.8M$51.2M+$8.4M2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED11,834,87211,833,198+1,674+0%$36.8M$34.3M-$2.5M2026-11-04
RWC Asset Management LLP
INCREASED10,779,73910,547,747+231,992+2%$33.1M$31.5M-$1.6M2026-10-22
Private Management Group Inc
DECREASED10,623,97210,843,977-220,005-2%$34.1M$31.0M-$3.0M2026-11-04
Dimensional Fund Advisors LP
INCREASED10,455,7949,877,828+577,966+6%$31.0M$30.5M-$500.7K2026-11-04
Formuepleje A/S
NEW8,085,691—+8,085,691——$23.6M—2026-10-15
Russell Investments Group, Ltd.
INCREASED7,544,9414,188,376+3,356,565+80%$13.2M$22.0M+$8.9M2026-11-06
Foundation Resource Management Inc
DECREASED7,048,3277,085,184-36,857-1%$22.2M$20.6M-$1.7M2026-10-19
Great Lakes Advisors, LLC
INCREASED5,935,2595,158,548+776,711+15%$16.2M$17.3M+$1.1M2026-11-06
Altrius Capital Management Inc
INCREASED3,881,1403,679,965+201,175+5%$11.6M$11.3M-$222.2K2026-11-05
Pzena Investment Management LLC
INCREASED3,822,0263,739,889+82,137+2%$11.7M$11.2M-$582.9K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED2,750,6522,784,450-33,798-1%$8.7M$8.0M-$711.3K2026-11-03
Strs Ohio
DECREASED2,435,6192,512,634-77,015-3%$7.9M$7.1M-$777.7K2026-10-30
Euro Pacific Asset Management, LLC
DECREASED2,254,5952,300,241-45,646-2%$7.7K$6.6M+$6.6M2026-11-03
B. Metzler seel. Sohn & Co. AG
INCREASED1,958,6631,859,896+98,767+5%$5.8M$5.7M-$120.8K2026-10-30
LPL Financial LLC
DECREASED1,661,8881,721,555-59,667-3%$5.4M$4.9M-$553.0K2026-11-06
Assetmark, Inc
INCREASED1,461,8191,214,785+247,034+20%$3.8M$4.3M+$454.1K2026-10-21
Arga Investment Management, LP
INCREASED1,299,7561,234,108+65,648+5%$3.9M$3.8M-$79.8K2026-10-30
Creative Planning
INCREASED1,159,8861,146,398+13,488+1%$3.6M$3.4M-$212.8K2026-11-02
Sava Infond d.o.o.
INCREASED1,100,000550,000+550,000+100%$1.7M$3.2M+$1.5M2026-10-28
Seafarer Capital Partners, LLC
DECREASED1,069,00024,069,000-23,000,000-96%$75.6M$3.1M-$72.5M2026-11-05
Privium Fund Management B.V.
INCREASED989,723802,167+187,556+23%$2.5M$2.9M+$371.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED723,613742,098-18,485-2%$2.3M$2.1M-$217.0K2026-11-02
MH & Associates Securities Management Corp
UNCHANGED698,291698,29100%$2.2M$2.0M-$153.6K2026-10-30
Mraz, Amerine & Associates, Inc.
DECREASED695,946705,089-9,143-1%$2.2M$2.0M-$181.8K2026-10-30
Virtus Family Office LLC
INCREASED681,540619,337+62,203+10%$2.0M$2.0M+$61.3K2026-10-30
Amundi
DECREASED643,588663,655-20,067-3%$2.1M$1.9M-$204.6K2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED630,066762,115-132,049-17%$2.4M$1.8M-$553.2K2026-10-22
Barings LLC
UNCHANGED621,824621,82400%$2.0M$1.8M-$136.8K2026-10-22
Burford Brothers, Inc.
INCREASED501,254249,248+252,006+101%$782.6K$1.5M+$681.0K2026-10-21
Fisher Asset Management, LLC
DECREASED493,190521,972-28,782-6%$1.6M$1.4M-$198.9K2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED477,339367,543+109,796+30%$1.2M$1.4M+$239.7K2026-10-29
Oldfield Partners LLP
UNCHANGED383,700383,70000%$1.2M$1.1M-$84.4K2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED340,46558,313+282,152+484%$183.1K$994.2K+$811.1K2026-10-20
Ted Buchan & Co
INCREASED321,188314,742+6,446+2%$988.3K$937.9K-$50.4K2026-10-23
Unison Advisors LLC
INCREASED313,938312,538+1,400+0%$993.6K$929.6K-$64.0K2026-10-29
Archford Capital Strategies, LLC
DECREASED298,501688,742-390,241-57%$2.2M$871.6K-$1.3M2026-10-19
Atria Investments, Inc
DECREASED247,884261,463-13,579-5%$821.0K$723.8K-$97.2K2026-10-15
Oppenheimer Asset Management Inc.
INCREASED224,378219,071+5,307+2%$687.9K$655.2K-$32.7K2026-10-27
Profund Advisors LLC
DECREASED215,695236,088-20,393-9%$741.3K$629.8K-$111.5K2026-10-29
Henshaw Capital LLC
INCREASED215,338172,958+42,380+25%$543.1K$628.8K+$85.7K2026-11-03
Citigroup Inc
DECREASED209,105752,146-543,041-72%$2.4M$610.6K-$1.8M2026-11-04
OceanIQ Capital, LLC
UNCHANGED207,320207,32000%$588.8K$667.6K+$78.8K2026-10-19
Ritholtz Wealth Management
INCREASED207,025204,462+2,563+1%$642.0K$604.5K-$37.5K2026-11-05
Investors Research Corp
DECREASED203,687215,575-11,888-6%$676.9K$594.8K-$82.1K2026-10-07
Compound Planning, Inc.
DECREASED198,557222,072-23,515-11%$697.3K$579.8K-$117.5K2026-11-05
Blue Trust, Inc.
DECREASED198,320203,872-5,552-3%$640.2K$579.1K-$61.1K2026-10-15
Barclays PLC
INCREASED184,632164,622+20,010+12%$516.9K$539.1K+$22.2K2026-11-06
Lanark Financial, Inc.
INCREASED182,928179,424+3,504+2%$563.4K$534.2K-$29.2K2026-10-26
Chicago Trust Co NA
DECREASED169,343175,588-6,245-4%$551.3K$494.5K-$56.9K2026-10-28
Perpetual Ltd
UNCHANGED168,569168,56900%$529.3K$492.2K-$37.1K2026-10-13
Sage Investment Counsel LLC
UNCHANGED165,500165,50000%$519.7K$483.3K-$36.4K2026-10-26
Vise Technologies, Inc.
INCREASED153,85860,222+93,636+155%$189.1K$449.3K+$260.2K2026-10-29
Wynn Capital, LLC
INCREASED153,605150,285+3,320+2%$471.9K$448.5K-$23.4K2026-10-13
First Affirmative Financial Network
NEW145,136—+145,136——$423.8K—2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED129,842129,84200%$407.7K$379.1K-$28.6K2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED120,818120,81800%$379.4K$379.4K$02026-10-15
IFP Advisors, Inc
INCREASED116,529115,828+701+1%$363.7K$340.3K-$23.4K2026-10-16
Focused Alpha, LLC
INCREASED112,135108,284+3,851+4%$340.0K$327.4K-$12.6K2026-10-20
Ethic Inc.
DECREASED110,981250,726-139,745-56%$787.3K$324.1K-$463.2K2026-11-03
Tuttle Capital Management, LLC
NEW109,598—+109,598——$327.7K—2026-10-21
Jefferies Financial Group Inc.
NEW109,114—+109,114——$318.6K—2026-11-05
Nykredit A/S
UNCHANGED107,296107,29600%$336.9K$313.3K-$23.6K2026-11-06
Moors & Cabot, Inc.
INCREASED100,00099,500+500+1%$312.4K$292.0K-$20.4K2026-11-06
Crossmark Global Holdings, Inc.
DECREASED99,894100,058-1640%$314.2K$291.7K-$22.5K2026-10-21
Bank of New York Mellon Corp
INCREASED96,84043,300+53,540+124%$136.0K$282.8K+$146.8K2026-11-05
Commonwealth Equity Services, LLC
INCREASED95,23592,005+3,230+4%$288.9K$278.1K-$10.8K2026-11-02
US Bancorp \de\
DECREASED93,409195,616-102,207-52%$614.2K$272.8K-$341.5K2026-11-05
Csenge Advisory Group
INCREASED91,13485,764+5,370+6%$269.3K$266.1K-$3.2K2026-11-04
Alhambra Investment Management LLC
DECREASED90,27090,915-645-1%$285.5K$263.6K-$21.9K2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED89,25089,25000%$277.6K$258.8K-$18.7K2026-10-16
Bfsg, LLC
DECREASED87,15089,550-2,400-3%$281.2K$254.5K-$26.7K2026-10-30
Jeppson Wealth Management, LLC
UNCHANGED82,15582,15500%$258.0K$239.9K-$18.1K2026-10-20
PNC Financial Services Group, Inc.
DECREASED77,05878,920-1,862-2%$247.8K$225.0K-$22.8K2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED75,359201,431-126,072-63%$632.5K$220.0K-$412.4K2026-11-03
Lester Murray Antman dba SimplyRich
UNCHANGED75,00075,00000%$235.0K$219.0K-$16.0K2026-11-06
Genus Capital Management Inc.
UNCHANGED66,60866,60800%$209.1K$194.5K-$14.7K2026-11-04
Truist Financial Corp
DECREASED66,32071,688-5,368-7%$225.1K$193.7K-$31.4K2026-10-30
StoneX Group Inc.
NEW65,608—+65,608——$190.6K—2026-11-03
Park Avenue Securities LLC
DECREASED62,41463,348-934-1%$199.0K$182.0K-$17.0K2026-10-26
Verus Capital Partners, LLC
DECREASED62,35066,350-4,000-6%$208.3K$182.1K-$26.3K2026-11-03
State of Wyoming
INCREASED61,70058,130+3,570+6%$182.5K$180.2K-$2.4K2026-10-28
Geode Capital Management, LLC
DECREASED56,78467,928-11,144-16%$213.3K$165.8K-$47.5K2026-11-06
Dynamic Advisor Solutions LLC
NEW56,137—+56,137——$163.9K—2026-10-13
Parallel Advisors, LLC
DECREASED55,41463,179-7,765-12%$198.4K$161.8K-$36.6K2026-11-03
Kestra Advisory Services, LLC
INCREASED54,79529,631+25,164+85%$93.0K$160.0K+$67.0K2026-11-02
R Squared Ltd
INCREASED49,22727,520+21,707+79%$86.4K$143.7K+$57.3K2026-11-06
Welch Group, LLC
INCREASED45,97445,191+783+2%$141.9K$134.2K-$7.7K2026-10-29
Aprio Wealth Management, LLC
DECREASED44,22958,411-14,182-24%$183.4K$129.1K-$54.3K2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
NEW41,948—+41,948——$122.5K—2026-11-02
Deutsche Bank Ag\
UNCHANGED39,46639,46600%$123.9K$115.2K-$8.7K2026-11-06
HUB Investment Partners, LLC
DECREASED38,59438,960-366-1%$122.3K$112.7K-$9.6K2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED38,49038,49000%$120.9K$112.4K-$8.5K2026-10-29
Hartford Financial Management Inc.
DECREASED38,03841,265-3,227-8%$129.6K$111.1K-$18.5K2026-10-21
Onyx Bridge Wealth Group LLC
UNCHANGED37,36837,36800%$117.3K$109.1K-$8.2K2026-10-16
Good Harbor Advisors, Inc.
UNCHANGED35,52835,52800%$111.6K$103.7K-$7.8K2026-10-20
Chemistry Wealth Management LLC
UNCHANGED35,00035,00000%$109.9K$102.2K-$7.7K2026-10-16
First Horizon Corp
UNCHANGED34,86934,86900%$109.5K$101.8K-$7.7K2026-10-26
SmartHarvest Portfolios, LLC
DECREASED33,86248,779-14,917-31%$153.2K$98.9K-$54.3K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED33,50330,725+2,778+9%$96.5K$97.8K+$1.4K2026-10-21
Merit Financial Group, LLC
INCREASED32,35130,534+1,817+6%$95.9K$94.5K-$1.4K2026-11-06
Cullen T Bankers, Inc.
UNCHANGED32,23132,23100%$101.2K$94.1K-$7.1K2026-10-28
May Hill Capital, LLC
DECREASED31,85132,422-571-2%$101.8K$93.0K-$8.8K2026-11-03
Moran Wealth Management, LLC
DECREASED30,9632,889,840-2,858,877-99%$9.1M$90.4K-$9.0M2026-10-22
Intesa Sanpaolo Wealth Management
UNCHANGED30,00030,00000%$94.2K$87.6K-$6.6K2026-10-28
Mlp3, LLC
INCREASED26,99926,895+104+0%$84.5K$78.8K-$5.6K2026-10-22
Carrera Capital Advisors
UNCHANGED25,78825,78800%$81.0K$75.7K-$5.3K2026-11-03
Aspiriant, LLC
UNCHANGED25,00025,00000%$78.5K$73.0K-$5.5K2026-10-16
Winthrop Advisory Group LLC
DECREASED24,63426,794-2,160-8%$84.7K$73.1K-$11.7K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED24,35222,006+2,346+11%$67.6K$77.7K+$10.1K2026-10-13
Anchyra Partners LLC
NEW24,227—+24,227——$70.7K—2026-10-13
DekaBank Deutsche Girozentrale
NEW24,000—+24,000——$69—2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED23,62433,379-9,755-29%$106.1K$69.0K-$37.2K2026-10-13
TMB Capital Partners, LLC
DECREASED23,29425,801-2,507-10%$81.0K$68.0K-$13.0K2026-10-20
Allworth Financial LP
INCREASED23,19522,993+202+1%$72.2K$72.8K+$6342026-11-06
Caitong International Asset Management Co., Ltd
DECREASED22,48525,777-3,292-13%$80.9K$65.7K-$15.3K2026-10-29
Xponance LLC
DECREASED21,79321,934-141-1%$68.9K$63.6K-$5.2K2026-11-03
180 Wealth Advisors, LLC
UNCHANGED21,72521,72500%$68.2K$63.4K-$4.8K2026-11-03
Traveka Wealth, LLC
INCREASED21,49217,268+4,224+24%$54.2K$62.8K+$8.5K2026-10-19
Riversedge Advisors, LLC
DECREASED21,30922,183-874-4%$69.7K$62.2K-$7.4K2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED20,89014,269+6,621+46%$45.0K$61.5K+$16.5K2026-11-04
Park Capital Management, LLC / WI
INCREASED19,65310,276+9,377+91%$32.3K$57.4K+$25.1K2026-10-13
Grove Bank & Trust
DECREASED19,43919,450-110%$61.1K$56.8K-$4.3K2026-10-08
Portfolio Resources Advisor Group, Inc.
INCREASED19,36617,782+1,584+9%$56.0K$56.9K+$8792026-10-20
Almanack Investment Partners, Llc.
DECREASED18,00020,000-2,000-10%$62.8K$52.6K-$10.2K2026-11-03
Savant Capital, LLC
INCREASED17,72614,877+2,849+19%$46.7K$51.8K+$5.1K2026-11-06
Signaturefd, LLC
INCREASED17,69816,039+1,659+10%$50.4K$51.7K+$1.3K2026-10-23
Evergreen Capital Management LLC
UNCHANGED17,51617,51600%$55.2K$51.6K-$3.6K2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED17,18715,657+1,530+10%$49.5K$50.9K+$1.4K2026-11-05
RFG Advisory, LLC
NEW17,025—+17,025——$49.7K—2026-11-03
rebel Financial LLC
NEW16,393—+16,393——$48.1K—2026-11-04
Park National Corp
UNCHANGED16,38616,38600%$51.5K$47.8K-$3.6K2026-10-05
M Holdings Securities, Inc.
NEW16,330—+16,330——$44—2026-11-03
Viewpoint Capital Management LLC
UNCHANGED16,30016,30000%$51.2K$47.6K-$3.6K2026-10-27
VestGen Advisors, LLC
INCREASED16,26712,588+3,679+29%$39.5K$47.5K+$8.0K2026-10-27
Farther Finance Advisors, LLC
DECREASED16,00628,954-12,948-45%$91.1K$46.7K-$44.3K2026-10-08
Henry James International Management Inc.
INCREASED15,03114,686+345+2%$46.1K$43.9K-$2.2K2026-10-14
PDS Planning, Inc
DECREASED14,98916,528-1,539-9%$51.9K$43.8K-$8.1K2026-11-03
Inscription Capital, LLC
INCREASED14,87914,339+540+4%$45.0K$43.4K-$1.6K2026-11-02
Axxcess Wealth Management, LLC
NEW14,791—+14,791——$43.2K—2026-10-21
Endowment Wealth Management, Inc.
INCREASED14,74514,684+61+0%$46.1K$43.1K-$3.1K2026-11-03
Crestwood Advisors Group, LLC
DECREASED14,38714,896-509-3%$46.8K$42.0K-$4.8K2026-10-27
Concurrent Investment Advisors, LLC
NEW14,081—+14,081——$41.1K—2026-10-16
Foster Group, Inc.
UNCHANGED13,95913,95900%$43.8K$40.8K-$3.1K2026-10-13
Global Wealth Strategies & Associates
INCREASED13,91511,855+2,060+17%$37.2K$40.6K+$3.4K2026-10-02
Keybank National Association
DECREASED13,83194,630-80,799-85%$297.1K$40.4K-$256.8K2026-11-04
Hidden Cove Wealth Management, LLC
DECREASED13,51415,165-1,651-11%$47.6K$39.5K-$8.2K2026-10-19
Diversified Enterprises, LLC
DECREASED13,09814,789-1,691-11%$46.4K$38.2K-$8.2K2026-10-19
Monument Capital Management
INCREASED13,04611,171+1,875+17%$35.1K$38.1K+$3.0K2026-10-09
Gamma Investing LLC
INCREASED12,96410,018+2,946+29%$31.5K$37.9K+$6.4K2026-10-08
Aaron Wealth Advisors LLC
NEW12,528—+12,528——$36.6K—2026-10-13
Equitable Trust Co
UNCHANGED12,49812,49800%$39.2K$36.5K-$2.8K2026-10-13
Bensler, LLC
UNCHANGED11,96911,96900%$37.6K$34.9K-$2.6K2026-11-05
Leisure Capital Management
DECREASED11,87513,142-1,267-10%$41.3K$34.7K-$6.6K2026-11-03
Balefire, LLC
INCREASED11,71811,712+6+0%$36.8K$34.2K-$2.6K2026-10-09
Daymark Wealth Partners, LLC
NEW11,655—+11,655——$34.0K—2026-11-04
Advisortrust Partners, LLC
DECREASED11,37112,593-1,222-10%$39.5K$33.2K-$6.3K2026-11-02
Cape Investment Advisory, Inc.
INCREASED11,22111,079+142+1%$34.8K$32.8K-$2.0K2026-10-13
Oppenheimer & Co Inc
DECREASED11,19612,906-1,710-13%$40.5K$32.7K-$7.8K2026-10-26
Mountain Capital Investment Advisors Inc.
UNCHANGED11,08711,08700%$34.8K$32.4K-$2.4K2026-11-06
Valeo Financial Advisors, LLC
DECREASED11,06413,083-2,019-15%$41.1K$32.3K-$8.8K2026-10-08
Forum Financial Management, LP
UNCHANGED11,00011,00000%$34.5K$32.1K-$2.4K2026-10-16
Symphony Financial, Ltd. Co.
DECREASED10,73611,221-485-4%$35.7K$31.3K-$4.4K2026-10-22
NWF Advisory Services Inc.
UNCHANGED10,53010,53000%$33.1K$30.7K-$2.3K2026-10-19
Wagner Wealth Management, LLC
UNCHANGED10,52510,52500%$33.0K$30.7K-$2.3K2026-10-21
Demars Financial Group, LLC
UNCHANGED10,00010,00000%$31.4K$29.2K-$2.2K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED9,0048,612+392+5%$27.0K$26.3K-$7492026-11-04
Hilltop National Bank
UNCHANGED7,8507,85000%$24.6K$22.9K-$1.7K2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED7,3657,36500%$23.1K$21.5K-$1.6K2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED4,4424,44200%$13.9K$13.0K-$9772026-10-05
Montag A & Associates Inc
UNCHANGED4,1704,17000%$13.1K$12.3K-$8602026-10-29
Hara Capital LLC
UNCHANGED4,1004,10000%$12.9K$12.0K-$9022026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED3,6003,60000%$11.3K$10.5K-$7922026-10-23
North Star Investment Management Corp.
DECREASED3,5914,786-1,195-25%$15.0K$10.5K-$4.5K2026-10-27
Eurizon Capital SGR S.p.A.
DECREASED3,321406,649-403,328-99%$1.3M$9.7K-$1.3M2026-11-06
Spire Wealth Management
DECREASED2,8504,157-1,307-31%$13.1K$8.3K-$4.7K2026-10-30
Highline Wealth Partners LLC
UNCHANGED2,8042,80400%$8.8K$8.2K-$6172026-10-19
Nisa Investment Advisors, LLC
INCREASED2,0282,018+10+1%$6.4K$6.0K-$3872026-10-20
Proathlete Wealth Management LLC
NEW1,776—+1,776——$5.2K—2026-10-15
UMB Bank, n.a.
UNCHANGED1,7471,74700%$5.5K$5.1K-$3852026-11-06
Physician Wealth Advisors, Inc.
INCREASED1,6871,190+497+42%$3.7K$4.9K+$1.2K2026-10-20
Parkside Financial Bank & Trust
DECREASED1,4983,169-1,671-53%$10.0K$4.4K-$5.6K2026-10-27
Toth Financial Advisory Corp
UNCHANGED1,0501,05000%$3.3K$3.1K-$2312026-10-08
Financial Consulate, Inc
INCREASED1,036991+45+5%$3.1K$3.0K-$852026-10-23
Private Trust Co NA
DECREASED9731,503-530-35%$4.7K$2.8K-$1.9K2026-10-20
Ascentis Wealth Management, LLC
NEW847—+847——$2.5K—2026-11-03
JFS Wealth Advisors, LLC
INCREASED616529+87+16%$1.7K$1.8K+$1372026-11-03
Versant Capital Management, Inc
UNCHANGED52952900%$1.7K$1.5K-$1162026-10-02
Bell Investment Advisors, Inc
UNCHANGED51351300%$1.6K$1.5K-$1132026-10-29
Oakworth Capital, Inc.
NEW201—+201——$587—2026-10-26
Fairman Group, LLC
UNCHANGED11711700%$370$347-$232026-10-26
Montgomery Financial Services LLC
UNCHANGED10010000%$314$292-$222026-11-03
TD Private Client Wealth LLC
NEW99—+99——$289—2026-10-28
Abound Wealth Management
UNCHANGED787800%$245$228-$172026-10-26
Root Financial Partners, LLC
NEW56—+56——$164—2026-10-21
Bear Mountain Capital, Inc.
UNCHANGED323200%$99$106+$72026-11-04
Mather Group, Llc.
UNCHANGED1100%$2$1-$12026-10-14
Kestra Private Wealth Services, LLC
CLOSED0295,852-295,852-100%$929.0K$0-$929.0K2026-11-06
ABC Arbitrage SA
CLOSED047,831-47,831-100%$150.2K$0-$150.2K2026-10-23
Renasant Bank
CLOSED025,787-25,787-100%$81.0K$0-$81.0K2026-11-05
D'Orazio & Associates, Inc.
CLOSED019,390-19,390-100%$60.9K$0-$60.9K2026-11-04
Magnus Financial Group LLC
CLOSED019,375-19,375-100%$60.8K$0-$60.8K2026-10-21
Paradigm Asset Management Co LLC
CLOSED017,935-17,935-100%$56.3K$0-$56.3K2026-11-05
Apollon Wealth Management, LLC
CLOSED016,979-16,979-100%$53.3K$0-$53.3K2026-10-23
HB Wealth Management, LLC
CLOSED016,205-16,205-100%$50.9K$0-$50.9K2026-10-23
Kestra Investment Management, LLC
CLOSED014,190-14,190-100%$44.7K$0-$44.7K2026-11-04
Nolet Wealth Management, LLC
CLOSED013,421-13,421-100%$42.1K$0-$42.1K2026-10-15
Cornerstone Wealth Management, LLC
CLOSED012,900-12,900-100%$40.5K$0-$40.5K2026-11-04
Bryant Woods Investment Advisors, LLC
CLOSED012,874-12,874-100%$40.4K$0-$40.4K2026-10-26
MGO One Seven LLC
CLOSED011,708-11,708-100%$36.8K$0-$36.8K2026-10-28
Integrated Advisors Network LLC
CLOSED010,892-10,892-100%$34.2K$0-$34.2K2026-10-20
Simplicity Wealth,LLC
CLOSED010,089-10,089-100%$31.7K$0-$31.7K2026-10-23
Chung Wu Investment Group, LLC
CLOSED06,000-6,000-100%$18.8K$0-$18.8K2026-11-03
Salem Investment Counselors Inc
CLOSED04,000-4,000-100%$12.6K$0-$12.6K2026-10-13
Eastern Bank
CLOSED01,707-1,707-100%$5.4K$0-$5.4K2026-10-05
Nemes Rush Group LLC
CLOSED01,000-1,000-100%$3.1K$0-$3.1K2026-11-04
Mondrian Investment Partners LTD
CLOSED0823-823-100%$2.6K$0-$2.6K2026-10-23
SJS Investment Consulting Inc.
CLOSED0260-260-100%$817$0-$8172026-10-26
First Eagle Investment Management, LLC
N/A—349,323,217-349,323,217-100%$1.1B———
GQG Partners LLC
N/A—185,072,397-185,072,397-100%$581.1M———
BlackRock, Inc.
N/A—33,059,703-33,059,703-100%$103.8M———
Goldman Sachs Group Inc
N/A—28,979,606-28,979,606-100%$91.0M———
Loomis Sayles & Co L P
N/A—27,000,448-27,000,448-100%$84.8M———
Renaissance Technologies LLC
N/A—24,910,000-24,910,000-100%$78.2M———
Nomura Asset Management International Inc.
N/A—22,996,163-22,996,163-100%$72.2M———
Brandes Investment Partners, LP
N/A—20,526,907-20,526,907-100%$64.5M———
Bank of America Corp
N/A—12,870,831-12,870,831-100%$40.4M———
Morgan Stanley
N/A—12,751,317-12,751,317-100%$40.0M———
Arrowstreet Capital, Limited Partnership
N/A—11,492,766-11,492,766-100%$36.1M———
Massachusetts Financial Services Co
N/A—10,715,332-10,715,332-100%$29.4M———
Citadel Advisors LLC
N/A—10,037,912-10,037,912-100%$31.5M———
State Street Corp
N/A—8,283,804-8,283,804-100%$26.4M———
Kiltearn Partners LLP
N/A—7,567,886-7,567,886-100%$23.8M———
Marshall Wace, LLP
N/A—7,144,205-7,144,205-100%$22.4M———
Canada Life Assurance Co
N/A—6,995,240-6,995,240-100%$21.9M———
DJE Kapital AG
N/A—6,959,168-6,959,168-100%$23.1M———
UBS Group AG
N/A—6,243,950-6,243,950-100%$19.6M———
D. E. Shaw & Co., Inc.
N/A—6,151,660-6,151,660-100%$19.3M———
Northern Trust Corp
N/A—5,876,717-5,876,717-100%$18.5M———
Jane Street Group, LLC
N/A—5,858,821-5,858,821-100%$18.4M———
CIBC World Market Inc.
N/A—5,745,785-5,745,785-100%$18.0M———
Wells Fargo & Company
N/A—5,466,817-5,466,817-100%$17.2M———
American Century Companies Inc
N/A—5,000,187-5,000,187-100%$15.7M———
Schroder Investment Management Group
N/A—4,418,170-4,418,170-100%$14.0M———
Envestnet Asset Management Inc
N/A—4,066,693-4,066,693-100%$12.8M———
Royal Bank of Canada
N/A—3,640,802-3,640,802-100%$11.4M———
Vanguard Capital Management LLC
N/A—3,317,861-3,317,861-100%$10.4M———
Millennium Management LLC
N/A—3,119,153-3,119,153-100%$9.8M———
Raymond James Financial Inc
N/A—2,953,304-2,953,304-100%$9.3M———
National Bank of Canada
N/A—2,806,875-2,806,875-100%$8.8M———
Invesco Ltd.
N/A—2,788,660-2,788,660-100%$8.8M———
HSBC Holdings PLC
N/A—2,648,958-2,648,958-100%$8.3M———
JPMorgan Chase & Co
N/A—2,615,129-2,615,129-100%$8.3M———
Tidal Investments LLC
N/A—2,576,554-2,576,554-100%$8.1M———
Legal & General Group Plc
N/A—2,460,222-2,460,222-100%$7.7M———
Point72 Asset Management, L.P.
N/A—2,197,011-2,197,011-100%$6.9M———
Acadian Asset Management LLC
N/A—1,881,363-1,881,363-100%$5.9M———
Engineers Gate Manager LP
N/A—1,837,660-1,837,660-100%$5.8M———
SEI Investments Co
N/A—1,818,305-1,818,305-100%$5.7M———
Franklin Resources Inc
N/A—1,692,184-1,692,184-100%$5.3M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,442,144-1,442,144-100%$4.5M———
Captrust Financial Advisors
N/A—1,377,103-1,377,103-100%$4.3M———
Two Sigma Investments, LP
N/A—1,360,604-1,360,604-100%$4.3M———
Cook & Bynum Capital Management, LLC
N/A—1,354,009-1,354,009-100%$4.3M———
Stifel Financial Corp
N/A—1,280,657-1,280,657-100%$4.0M———
Boston Partners
N/A—1,219,543-1,219,543-100%$3.8M———
Van Eck Associates Corp
N/A—1,110,738-1,110,738-100%$3.5M———
XTX Topco Ltd
N/A—1,093,579-1,093,579-100%$3.4M———
O'shaughnessy Asset Management, LLC
N/A—1,012,384-1,012,384-100%$3.2M———
Balyasny Asset Management L.P.
N/A—1,003,011-1,003,011-100%$3.1M———
Hantz Financial Services, Inc.
N/A—942,051-942,051-100%$3.0M———
Bank of Montreal
N/A—897,667-897,667-100%$2.8M———
Wellington Management Group LLP
N/A—887,341-887,341-100%$2.8M———
Longfellow Investment Management Co LLC
N/A—852,729-852,729-100%$2.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—807,600-807,600-100%$2.5M———
Cetera Investment Advisers
N/A—788,519-788,519-100%$2.5M———
Callan Family Office, LLC
N/A—776,029-776,029-100%$2.4M———
Mariner, LLC
N/A—694,640-694,640-100%$2.2M———
Vestmark Advisory Solutions, Inc.
N/A—652,846-652,846-100%$2.0M———
Earnest Partners LLC
N/A—633,109-633,109-100%$2.0M———
Darwins River Capital, LP
N/A—619,195-619,195-100%$1.9M———
AQR Capital Management LLC
N/A—514,411-514,411-100%$1.6M———
Nuveen, LLC
N/A—503,081-503,081-100%$1.6M———
Erste Asset Management GmbH
N/A—500,000-500,000-100%$1.6M———
FMR LLC
N/A—490,734-490,734-100%$1.5M———
Qube Research & Technologies Ltd
N/A—474,242-474,242-100%$1.5M———
BNP Paribas Financial Markets
N/A—469,038-469,038-100%$1.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—460,355-460,355-100%$1.4M———
SCS Capital Management LLC
N/A—456,783-456,783-100%$1.4M———
MML Investors Services, LLC
N/A—441,826-441,826-100%$1.4M———
AustralianSuper Pty Ltd
N/A—411,744-411,744-100%$1.3M———
Guggenheim Capital LLC
N/A—382,971-382,971-100%$1.2M———
Natixis Advisors, LLC
N/A—372,942-372,942-100%$1.2M———
Victory Capital Management Inc
N/A—368,277-368,277-100%$1.2M———
Rhumbline Advisers
N/A—351,726-351,726-100%$1.1M———
Waverly Advisors, LLC
N/A—349,336-349,336-100%$1.1M———
Neuberger Berman Group LLC
N/A—311,535-311,535-100%$978.2K———
Parvin Asset Management, LLC
N/A—291,875-291,875-100%$916.5K———
VPR Management LLC
N/A—287,929-287,929-100%$904.1K———
Vident Advisory, LLC
N/A—287,631-287,631-100%$903.2K———
Bleakley Financial Group, LLC
N/A—267,311-267,311-100%$839.4K———
Jones Financial Companies Lllp
N/A—262,586-262,586-100%$848.2K———
Dodge & COX
N/A—252,700-252,700-100%$793.5K———
Cerity Partners LLC
N/A—249,841-249,841-100%$784.5K———
Qtron Investments LLC
N/A—248,945-248,945-100%$781.7K———
Winton Group Ltd
N/A—245,100-245,100-100%$769.6K———
Stephens Inc
N/A—243,777-243,777-100%$765.5K———
Centiva Capital, LP
N/A—239,890-239,890-100%$753.3K———
Fortress Private Ledger, LLC
N/A—227,158-227,158-100%$713.3K———
Maven Securities LTD
N/A—200,000-200,000-100%$628.0K———
Squarepoint Ops LLC
N/A—191,056-191,056-100%$599.9K———
Vanguard Fiduciary Trust Co
N/A—188,471-188,471-100%$591.8K———
QRG Capital Management, Inc.
N/A—185,499-185,499-100%$582.5K———
Vanguard Personalized Indexing Management, LLC
N/A—169,705-169,705-100%$532.9K———
FWG Holdings, LLC
N/A—165,402-165,402-100%$506.1K———
Benjamin Edwards Inc
N/A—164,967-164,967-100%$517.9K———
HRT Financial LP
N/A—160,265-160,265-100%$503.0K———
Transcend Capital Advisors, LLC
N/A—158,600-158,600-100%$498.0K———
Storebrand Asset Management AS
N/A—148,469-148,469-100%$466.2K———
Scotia Capital Inc.
N/A—147,271-147,271-100%$462.4K———
Sequoia Financial Advisors, LLC
N/A—146,396-146,396-100%$459.7K———
Sanctuary Advisors, LLC
N/A—144,756-144,756-100%$454.5K———
Empowered Funds, LLC
N/A—140,475-140,475-100%$441.1K———
First Trust Advisors LP
N/A—140,030-140,030-100%$439.7K———
Quadrature Capital Ltd
N/A—139,065-139,065-100%$436.7K———
Northwestern Mutual Wealth Management Co
N/A—120,597-120,597-100%$378.7K———
Schonfeld Strategic Advisors LLC
N/A—118,211-118,211-100%$371.2K———
Farringdon Capital, Ltd.
N/A—112,748-112,748-100%$354.0K———
AdvisorShares Investments LLC
N/A—110,000-110,000-100%$345.4K———
Quantbot Technologies LP
N/A—106,963-106,963-100%$335.9K———
Aigen Investment Management, LP
N/A—105,742-105,742-100%$332.0K———
Federation des caisses Desjardins du Quebec
N/A—99,351-99,351-100%$312.0K———
Global Retirement Partners, LLC
N/A—97,158-97,158-100%$305.1K———
Caprock Group, LLC
N/A—90,118-90,118-100%$285.0K———
Fielder Capital Group LLC
N/A—88,689-88,689-100%$278.5K———
BTG Pactual Asset Management US LLC
N/A—87,987-87,987-100%$276.3K———
BLI - Banque de Luxembourg Investments
N/A—87,000-87,000-100%$276.9K———
Mercer Global Advisors Inc
N/A—83,112-83,112-100%$261.0K———
Osaic Holdings, Inc.
N/A—80,333-80,333-100%$252.2K———
CVA Family Office, LLC
N/A—80,000-80,000-100%$251.2K———
Insigneo Advisory Services, LLC
N/A—78,329-78,329-100%$246.0K———
Commerzbank Aktiengesellschaft
N/A—73,961-73,961-100%$232.0K———
Pathstone Holdings, LLC
N/A—73,702-73,702-100%$231.4K———
Advisory Services Network, LLC
N/A—70,584-70,584-100%$221.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—69,818-69,818-100%$221.1K———
Ameriprise Financial Inc
N/A—68,265-68,265-100%$214.4K———
Tudor Investment Corp ET AL
N/A—65,374-65,374-100%$205.3K———
Allianz Asset Management GmbH
N/A—65,000-65,000-100%$204.1K———
Ballentine Partners, LLC
N/A—63,955-63,955-100%$200.8K———
Orion Porfolio Solutions, LLC
N/A—62,229-62,229-100%$195.4K———
Bulltick Wealth Management, LLC
N/A—56,635-56,635-100%$178.4K———
&partners
N/A—51,870-51,870-100%$162.9K———
SPX Gestao de Recursos Ltda
N/A—50,872-50,872-100%$159.7K———
Dock Street Asset Management Inc
N/A—50,000-50,000-100%$157.0K———
Stratos Wealth Partners, Ltd.
N/A—46,742-46,742-100%$146.8K———
1832 Asset Management L.P.
N/A—46,696-46,696-100%$146.6K———
Bearing Point Capital, LLC
N/A—46,015-46,015-100%$144.5K———
Tranquilli Financial Advisor LLC
N/A—44,683-44,683-100%$140.3K———
LaSalle St. Investment Advisors, LLC
N/A—44,001-44,001-100%$138.2K———
Checchi Capital Advisers, LLC
N/A—43,396-43,396-100%$136.3K———
BSW Wealth Partners
N/A—42,676-42,676-100%$134.0K———
HighTower Advisors, LLC
N/A—41,049-41,049-100%$128.9K———
IEQ Capital, LLC
N/A—40,645-40,645-100%$127.6K———
Belpointe Asset Management LLC
N/A—38,184-38,184-100%$119.9K———
Freestone Capital Holdings, LLC
N/A—34,777-34,777-100%$109.2K———
Frec Markets, Inc.
N/A—33,695-33,695-100%$105.8K———
Principal Securities, Inc.
N/A—30,345-30,345-100%$95.3K———
Bessemer Group Inc
N/A—30,240-30,240-100%$95.0K———
Lazard Asset Management LLC
N/A—29,803-29,803-100%$93.6K———
Roberts Glore & Co Inc
N/A—28,880-28,880-100%$90.7K———
Integrated Wealth Concepts LLC
N/A—26,761-26,761-100%$84.0K———
IFG Advisory, LLC
N/A—26,075-26,075-100%$81.9K———
Vanguard Global Advisers, LLC
N/A—25,760-25,760-100%$80.9K———
Focus Partners Wealth
N/A—25,531-25,531-100%$80.2K———
Arax Advisory Partners
N/A—25,046-25,046-100%$78.6K———
United Capital Financial Advisors, LLC
N/A—23,467-23,467-100%$73.7K———
Composition Wealth, LLC
N/A—22,136-22,136-100%$69.5K———
West Family Investments, Inc.
N/A—21,621-21,621-100%$67.9K———
Independent Advisor Alliance
N/A—21,425-21,425-100%$67.3K———
OneAscent Financial Services LLC
N/A—21,284-21,284-100%$66.8K———
Rehmann Capital Advisory Group
N/A—20,593-20,593-100%$64.7K———
Public Employees Retirement System of Ohio
N/A—20,399-20,399-100%$64.1K———
UBS Asset Management Americas LLC
N/A—19,503-19,503-100%$61.2K———
Arkadios Wealth Advisors
N/A—19,483-19,483-100%$61.2K———
Susquehanna International Group, LLP
N/A—19,223-19,223-100%$60.4K———
Wealth Alliance, LLC
N/A—19,062-19,062-100%$59.9K———
Red Door Wealth Management, LLC
N/A—19,000-19,000-100%$59.7K———
Rockefeller Capital Management L.P.
N/A—18,724-18,724-100%$58.8K———
NewEdge Advisors, LLC
N/A—18,394-18,394-100%$57.8K———
Circle Wealth Management, LLC
N/A—17,364-17,364-100%$54.5K———
FLC Capital Advisors
N/A—16,848-16,848-100%$52.9K———
EntryPoint Capital, LLC
N/A—16,169-16,169-100%$50.8K———
Palisade Capital Management, LP
N/A—15,733-15,733-100%$49.4K———
Smartleaf Asset Management LLC
N/A—15,440-15,440-100%$49.1K———
IHT Wealth Management, LLC
N/A—15,284-15,284-100%$48.0K———
Generation Capital Management LLC
N/A—15,000-15,000-100%$47.1K———
EP Wealth Advisors, LLC
N/A—14,570-14,570-100%$45.8K———
North Star Asset Management Inc
N/A—13,215-13,215-100%$41.5K———
NorthRock Partners, LLC
N/A—12,771-12,771-100%$40.1K———
GTS Securities LLC
N/A—12,742-12,742-100%$40.0K———
SG Americas Securities, LLC
N/A—12,549-12,549-100%$39———
Metis Global Partners, LLC
N/A—11,636-11,636-100%$36.5K———
World Investment Advisors
N/A—11,078-11,078-100%$32.3K———
S Harris Financial Group, LLC
N/A—10,661-10,661-100%$33.5K———
Modern Wealth Management, LLC
N/A—10,459-10,459-100%$32.8K———
Envestnet Portfolio Solutions, Inc.
N/A—10,139-10,139-100%$31.8K———
Ruggaard & Associates LLC
N/A—10,000-10,000-100%$31.4K———
Steward Partners Investment Advisory, LLC
N/A—6,188-6,188-100%$19.4K———
BFC Planning, Inc.
N/A—3,998-3,998-100%$12.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,998-2,998-100%$9.4K———
Bogart Wealth, LLC
N/A—2,660-2,660-100%$8.4K———
Brown Brothers Harriman & Co
N/A—1,935-1,935-100%$6.1K———
ST Germain D J Co Inc
N/A—1,809-1,809-100%$5.7K———
Raffa Wealth Management, LLC
N/A—778-778-100%$2.4K———
Manning & Napier Advisors LLC
N/A—767-767-100%$2.4K———
Glen Eagle Advisors, LLC
N/A—631-631-100%$2.0K———
IMA Advisory Services, Inc.
N/A—631-631-100%$2.0K———
Cornerstone Financial Management LLC
N/A—504-504-100%$1.6K———
BOK Financial Private Wealth, Inc.
N/A—469-469-100%$1.5K———
MidFirst Bank
N/A—375-375-100%$1.2K———
Kilter Group LLC
N/A—320-320-100%$1.0K———
SHP Wealth Management
N/A—299-299-100%$939———
Dogwood Wealth Management LLC
N/A—297-297-100%$933———
LRI Investments, LLC
N/A—167-167-100%$524———
Horizon Investments, LLC
N/A—143-143-100%$449———
Caldwell Sutter Capital, Inc.
N/A—111-111-100%$349———
Huntington National Bank
N/A—1-1-100%$3———
Showing 427 of 427 institutions