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Necessity Retail REIT Inc

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Coppell Advisory Solutions LLC
INCREASED
Shares11,185 from 7,566
Change+3,619 (+48%)
Value$66.3K (+$15.1K)
Filed 2023-11-14
Beacon Capital Management, LLC
UNCHANGED
Shares11,023 from 11,023
Change0 (0%)
Value$74.5K ($0)
Filed 2023-10-20
IFP Advisors, Inc
DECREASED
Shares6,501 from 9,561
Change-3,060 (-32%)
Value$48.8K (-$15.9K)
Filed 2023-10-12
Vanguard Group Inc
CLOSED
Shares0 from 19,253,227
Change-19,253,227 (-100%)
Value$0 (-$130.2M)
Filed 2023-12-18
BlackRock Inc.
CLOSED
Shares0 from 13,097,773
Change-13,097,773 (-100%)
Value$0 (-$88.5M)
Filed 2023-11-13
State Street Corp
CLOSED
Shares0 from 6,530,624
Change-6,530,624 (-100%)
Value$0 (-$44.1M)
Filed 2023-11-14
Geode Capital Management, LLC
CLOSED
Shares0 from 3,063,687
Change-3,063,687 (-100%)
Value$0 (-$20.7M)
Filed 2023-11-13
LSV Asset Management
CLOSED
Shares0 from 2,668,651
Change-2,668,651 (-100%)
Value$0 (-$18.0K)
Filed 2023-11-03
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 2,515,588
Change-2,515,588 (-100%)
Value$0 (-$17.0M)
Filed 2023-10-26
Invesco Ltd.
CLOSED
Shares0 from 1,753,430
Change-1,753,430 (-100%)
Value$0 (-$11.9M)
Filed 2023-11-13
Dimensional Fund Advisors LP
CLOSED
Shares0 from 1,707,070
Change-1,707,070 (-100%)
Value$0 (-$11.5M)
Filed 2023-11-09
Magnetar Financial LLC
CLOSED
Shares0 from 1,507,212
Change-1,507,212 (-100%)
Value$0 (-$10.2M)
Filed 2023-11-14
Northern Trust Corp
CLOSED
Shares0 from 1,380,057
Change-1,380,057 (-100%)
Value$0 (-$9.3M)
Filed 2023-11-13
Segantii Capital Management Ltd
CLOSED
Shares0 from 1,327,337
Change-1,327,337 (-100%)
Value$0 (-$9.0M)
Filed 2023-11-07
Phocas Financial Corp.
CLOSED
Shares0 from 1,018,958
Change-1,018,958 (-100%)
Value$0 (-$6.9M)
Filed 2023-10-10
CastleKnight Management LP
CLOSED
Shares0 from 977,000
Change-977,000 (-100%)
Value$0 (-$6.6M)
Filed 2023-11-14
Versor Investments LP
CLOSED
Shares0 from 929,566
Change-929,566 (-100%)
Value$0 (-$6.3M)
Filed 2023-11-06
Legal & General Group Plc
CLOSED
Shares0 from 886,548
Change-886,548 (-100%)
Value$0 (-$6.0M)
Filed 2023-11-14
JPMorgan Chase & Co
CLOSED
Shares0 from 860,437
Change-860,437 (-100%)
Value$0 (-$5.8M)
Filed 2023-11-14
AQR Capital Management LLC
CLOSED
Shares0 from 781,888
Change-781,888 (-100%)
Value$0 (-$5.3M)
Filed 2023-11-14
Morgan Stanley
CLOSED
Shares0 from 683,526
Change-683,526 (-100%)
Value$0 (-$4.6M)
Filed 2023-11-15
Goldman Sachs Group Inc
CLOSED
Shares0 from 634,851
Change-634,851 (-100%)
Value$0 (-$4.3M)
Filed 2024-05-15
Bank of New York Mellon Corp
CLOSED
Shares0 from 597,313
Change-597,313 (-100%)
Value$0 (-$4.0M)
Filed 2023-10-24
UBS Asset Management Americas LLC
CLOSED
Shares0 from 555,671
Change-555,671 (-100%)
Value$0 (-$3.5M)
Filed 2023-11-13
Beck Capital Management, LLC
CLOSED
Shares0 from 472,330
Change-472,330 (-100%)
Value$0 (-$3.2M)
Filed 2023-11-14
Citigroup Inc
CLOSED
Shares0 from 439,211
Change-439,211 (-100%)
Value$0 (-$3.0M)
Filed 2023-12-06
Millennium Management LLC
CLOSED
Shares0 from 437,090
Change-437,090 (-100%)
Value$0 (-$3.0M)
Filed 2023-11-14
Qube Research & Technologies Ltd
CLOSED
Shares0 from 431,539
Change-431,539 (-100%)
Value$0 (-$2.9M)
Filed 2023-11-13
AE Wealth Management LLC
CLOSED
Shares0 from 417,946
Change-417,946 (-100%)
Value$0 (-$2.8M)
Filed 2023-10-11
Nuveen Asset Management, LLC
CLOSED
Shares0 from 369,678
Change-369,678 (-100%)
Value$0 (-$2.5M)
Filed 2023-11-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 360,643
Change-360,643 (-100%)
Value$0 (-$2.4M)
Filed 2023-11-13
Atria Wealth Solutions, Inc.
CLOSED
Shares0 from 359,727
Change-359,727 (-100%)
Value$0 (-$2.4M)
Filed 2023-11-08
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 342,622
Change-342,622 (-100%)
Value$0 (-$2.3K)
Filed 2023-10-24
Renaissance Technologies LLC
CLOSED
Shares0 from 315,100
Change-315,100 (-100%)
Value$0 (-$2.1K)
Filed 2023-11-14
LPL Financial LLC
CLOSED
Shares0 from 311,961
Change-311,961 (-100%)
Value$0 (-$2.1M)
Filed 2023-11-13
Credit Suisse AG/
CLOSED
Shares0 from 311,713
Change-311,713 (-100%)
Value$0 (-$2.1M)
Filed 2023-11-13
New York Life Investment Management LLC
CLOSED
Shares0 from 295,719
Change-295,719 (-100%)
Value$0 (-$2.0M)
Filed 2023-11-08
Swiss National Bank
CLOSED
Shares0 from 289,760
Change-289,760 (-100%)
Value$0 (-$2.0M)
Filed 2023-11-08
Bramshill Investments, LLC
CLOSED
Shares0 from 287,424
Change-287,424 (-100%)
Value$0 (-$1.9M)
Filed 2023-11-13
Omers Administration Corp
CLOSED
Shares0 from 274,000
Change-274,000 (-100%)
Value$0 (-$1.9M)
Filed 2023-11-13
Independent Financial Group, LLC
CLOSED
Shares0 from 236,174
Change-236,174 (-100%)
Value$0 (-$1.6M)
Filed 2026-06-12
Rhumbline Advisers
CLOSED
Shares0 from 234,450
Change-234,450 (-100%)
Value$0 (-$1.6M)
Filed 2023-11-09
Asset Management One Co., Ltd.
CLOSED
Shares0 from 226,044
Change-226,044 (-100%)
Value$0 (-$1.5M)
Filed 2023-10-19
Deutsche Bank Ag\
CLOSED
Shares0 from 220,191
Change-220,191 (-100%)
Value$0 (-$1.5M)
Filed 2023-11-24
Barclays PLC
CLOSED
Shares0 from 192,534
Change-192,534 (-100%)
Value$0 (-$1.3K)
Filed 2026-03-26
Public Employees Retirement System of Ohio
CLOSED
Shares0 from 180,767
Change-180,767 (-100%)
Value$0 (-$1.2M)
Filed 2023-12-19
New York State Common Retirement Fund
CLOSED
Shares0 from 178,250
Change-178,250 (-100%)
Value$0 (-$1.2M)
Filed 2025-10-08
Susquehanna International Group, LLP
CLOSED
Shares0 from 167,884
Change-167,884 (-100%)
Value$0 (-$1.1M)
Filed 2023-11-14
Squarepoint Ops LLC
CLOSED
Shares0 from 167,397
Change-167,397 (-100%)
Value$0 (-$1.1M)
Filed 2023-11-14
Alliancebernstein L.P.
CLOSED
Shares0 from 163,790
Change-163,790 (-100%)
Value$0 (-$1.1M)
Filed 2023-11-14
UBS Group AG
CLOSED
Shares0 from 163,386
Change-163,386 (-100%)
Value$0 (-$1.1M)
Filed 2023-11-09
Pacific Ridge Capital Partners, LLC
CLOSED
Shares0 from 163,297
Change-163,297 (-100%)
Value$0 (-$1.1M)
Filed 2023-11-13
California State Teachers Retirement System
CLOSED
Shares0 from 162,436
Change-162,436 (-100%)
Value$0 (-$1.1M)
Filed 2023-11-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 156,858
Change-156,858 (-100%)
Value$0 (-$1.1K)
Filed 2023-10-23
HighTower Advisors, LLC
CLOSED
Shares0 from 150,430
Change-150,430 (-100%)
Value$0 (-$1.0M)
Filed 2023-11-08
Accel Wealth Management
CLOSED
Shares0 from 149,810
Change-149,810 (-100%)
Value$0 (-$1.0M)
Filed 2023-10-19
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 146,219
Change-146,219 (-100%)
Value$0 (-$988.4K)
Filed 2023-10-30
Nomura Asset Management Co LTD
CLOSED
Shares0 from 145,100
Change-145,100 (-100%)
Value$0 (-$980.9K)
Filed 2023-11-03
Arete Wealth Advisors, LLC
CLOSED
Shares0 from 143,926
Change-143,926 (-100%)
Value$0 (-$973)
Filed 2023-10-30
AQR Arbitrage LLC
CLOSED
Shares0 from 142,874
Change-142,874 (-100%)
Value$0 (-$965.8K)
Filed 2023-11-14
Scotia Capital Inc.
CLOSED
Shares0 from 138,614
Change-138,614 (-100%)
Value$0 (-$937.0K)
Filed 2023-11-14
Canada Life Assurance Co
CLOSED
Shares0 from 135,337
Change-135,337 (-100%)
Value$0 (-$915)
Filed 2023-11-14
Nfsg Corp
CLOSED
Shares0 from 130,790
Change-130,790 (-100%)
Value$0 (-$884.1K)
Filed 2023-10-17
Cetera Advisor Networks LLC
CLOSED
Shares0 from 126,169
Change-126,169 (-100%)
Value$0 (-$852.9K)
Filed 2023-11-14
Foster & Motley Inc
CLOSED
Shares0 from 122,310
Change-122,310 (-100%)
Value$0 (-$827)
Filed 2023-10-24
Bank of America Corp
CLOSED
Shares0 from 108,422
Change-108,422 (-100%)
Value$0 (-$732.9K)
Filed 2023-11-14
Amundi
CLOSED
Shares0 from 98,930
Change-98,930 (-100%)
Value$0 (-$692.5K)
Filed 2023-11-14
Water Island Capital LLC
CLOSED
Shares0 from 92,385
Change-92,385 (-100%)
Value$0 (-$624.5K)
Filed 2024-11-14
Manufacturers Life Insurance Company, the
CLOSED
Shares0 from 91,162
Change-91,162 (-100%)
Value$0 (-$616.3K)
Filed 2023-11-15
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 90,165
Change-90,165 (-100%)
Value$0 (-$609.5K)
Filed 2023-11-02
Channel Wealth LLC
CLOSED
Shares0 from 88,098
Change-88,098 (-100%)
Value$0 (-$595.5K)
Filed 2023-10-24
Alberta Investment Management Corp
CLOSED
Shares0 from 85,700
Change-85,700 (-100%)
Value$0 (-$579.3K)
Filed 2023-11-14
Harbour Investments, Inc.
CLOSED
Shares0 from 81,973
Change-81,973 (-100%)
Value$0 (-$554.1K)
Filed 2023-11-15
Mitsubishi UFJ Asset Management Co., Ltd.
CLOSED
Shares0 from 77,172
Change-77,172 (-100%)
Value$0 (-$521.7K)
Filed 2023-11-07
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 76,182
Change-76,182 (-100%)
Value$0 (-$515.0K)
Filed 2023-12-01
MetLife Investment Management, LLC
CLOSED
Shares0 from 72,200
Change-72,200 (-100%)
Value$0 (-$488.1K)
Filed 2024-05-09
Cetera Investment Advisers
CLOSED
Shares0 from 71,768
Change-71,768 (-100%)
Value$0 (-$485.2K)
Filed 2023-11-14
HSBC Holdings PLC
CLOSED
Shares0 from 71,238
Change-71,238 (-100%)
Value$0 (-$481.6K)
Filed 2023-11-13
Wells Fargo & Company
CLOSED
Shares0 from 70,751
Change-70,751 (-100%)
Value$0 (-$478.3K)
Filed 2023-11-13
Franklin Resources Inc
CLOSED
Shares0 from 68,296
Change-68,296 (-100%)
Value$0 (-$461.7K)
Filed 2023-11-13
Jane Street Group, LLC
CLOSED
Shares0 from 66,788
Change-66,788 (-100%)
Value$0 (-$451.5K)
Filed 2023-11-15
ExodusPoint Capital Management, LP
CLOSED
Shares0 from 66,407
Change-66,407 (-100%)
Value$0 (-$449)
Filed 2023-11-13
Price T Rowe Associates Inc
CLOSED
Shares0 from 66,054
Change-66,054 (-100%)
Value$0 (-$447)
Filed 2023-11-14
American International Group, Inc.
CLOSED
Shares0 from 64,766
Change-64,766 (-100%)
Value$0 (-$437.8K)
Filed 2023-11-13
Money Concepts Capital Corp
CLOSED
Shares0 from 63,610
Change-63,610 (-100%)
Value$0 (-$430.0K)
Filed 2023-11-01
Calton & Associates, Inc.
CLOSED
Shares0 from 63,073
Change-63,073 (-100%)
Value$0 (-$426.4K)
Filed 2023-11-01
State of Alaska, Department of Revenue
CLOSED
Shares0 from 62,951
Change-62,951 (-100%)
Value$0 (-$424)
Filed 2023-10-16
Gagnon Securities LLC
CLOSED
Shares0 from 62,341
Change-62,341 (-100%)
Value$0 (-$421.4K)
Filed 2023-11-14
BNP Paribas Financial Markets
CLOSED
Shares0 from 61,080
Change-61,080 (-100%)
Value$0 (-$412.9K)
Filed 2023-11-14
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 58,302
Change-58,302 (-100%)
Value$0 (-$394.1K)
Filed 2023-10-24
Voya Investment Management LLC
CLOSED
Shares0 from 54,968
Change-54,968 (-100%)
Value$0 (-$371.6K)
Filed 2025-02-07
Henderson Group PLC
CLOSED
Shares0 from 54,762
Change-54,762 (-100%)
Value$0 (-$369.9K)
Filed 2023-11-14
Centiva Capital, LP
CLOSED
Shares0 from 54,700
Change-54,700 (-100%)
Value$0 (-$369.8K)
Filed 2023-11-14
Retirement Group, LLC
CLOSED
Shares0 from 52,500
Change-52,500 (-100%)
Value$0 (-$354.9K)
Filed 2023-11-06
Cornercap Investment Counsel Inc
CLOSED
Shares0 from 51,734
Change-51,734 (-100%)
Value$0 (-$349.7K)
Filed 2023-11-13
Teacher Retirement System of Texas
CLOSED
Shares0 from 51,606
Change-51,606 (-100%)
Value$0 (-$349)
Filed 2023-10-31
Alps Advisors Inc
CLOSED
Shares0 from 49,637
Change-49,637 (-100%)
Value$0 (-$335.5K)
Filed 2023-11-14
Cambria Investment Management, L.P.
CLOSED
Shares0 from 49,172
Change-49,172 (-100%)
Value$0 (-$332.4K)
Filed 2023-11-13
Cooper Financial Group
CLOSED
Shares0 from 48,953
Change-48,953 (-100%)
Value$0 (-$330.9K)
Filed 2023-10-13
Sigma Planning Corp
CLOSED
Shares0 from 43,459
Change-43,459 (-100%)
Value$0 (-$293.8K)
Filed 2023-11-06
Dfpg Investments, Inc.
CLOSED
Shares0 from 43,346
Change-43,346 (-100%)
Value$0 (-$322.9K)
Filed 2023-11-13
Continuum Advisory, LLC
CLOSED
Shares0 from 42,673
Change-42,673 (-100%)
Value$0 (-$288.5K)
Filed 2023-11-13
Kovack Advisors, Inc.
CLOSED
Shares0 from 42,459
Change-42,459 (-100%)
Value$0 (-$287.0K)
Filed 2023-10-19
Daiwa Securities Group Inc.
CLOSED
Shares0 from 42,137
Change-42,137 (-100%)
Value$0 (-$285)
Filed 2023-11-01
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 41,325
Change-41,325 (-100%)
Value$0 (-$279.4K)
Filed 2023-11-14
Zurcher Kantonalbank (Zurich Cantonalbank)
CLOSED
Shares0 from 39,149
Change-39,149 (-100%)
Value$0 (-$264.6K)
Filed 2023-10-25
State Board of Administration of Florida Retirement System
CLOSED
Shares0 from 38,201
Change-38,201 (-100%)
Value$0 (-$258.2K)
Filed 2023-11-08
UniSuper Management Pty Ltd
CLOSED
Shares0 from 37,600
Change-37,600 (-100%)
Value$0 (-$254.2K)
Filed 2023-11-13
Arizona State Retirement System
CLOSED
Shares0 from 37,570
Change-37,570 (-100%)
Value$0 (-$254.0K)
Filed 2023-11-07
Meiji Yasuda Asset Management Co Ltd.
CLOSED
Shares0 from 37,473
Change-37,473 (-100%)
Value$0 (-$253)
Filed 2023-11-13
Accurate Wealth Management, LLC
CLOSED
Shares0 from 37,188
Change-37,188 (-100%)
Value$0 (-$267.0K)
Filed 2023-10-23
Neuberger Berman Group LLC
CLOSED
Shares0 from 36,816
Change-36,816 (-100%)
Value$0 (-$248.9K)
Filed 2023-11-14
Envestnet Asset Management Inc
CLOSED
Shares0 from 36,523
Change-36,523 (-100%)
Value$0 (-$246.9K)
Filed 2023-11-13
First Heartland Consultants, Inc.
CLOSED
Shares0 from 36,206
Change-36,206 (-100%)
Value$0 (-$244.8K)
Filed 2023-11-09
Brookstone Capital Management
CLOSED
Shares0 from 34,551
Change-34,551 (-100%)
Value$0 (-$243.2K)
Filed 2023-10-20
Lido Advisors, LLC
CLOSED
Shares0 from 34,299
Change-34,299 (-100%)
Value$0 (-$231.9K)
Filed 2023-11-14
Creative Planning
CLOSED
Shares0 from 34,010
Change-34,010 (-100%)
Value$0 (-$229.9K)
Filed 2023-11-16
Engineers Gate Manager LP
CLOSED
Shares0 from 33,566
Change-33,566 (-100%)
Value$0 (-$226.9K)
Filed 2023-11-14
Apeiron RIA LLC
CLOSED
Shares0 from 32,925
Change-32,925 (-100%)
Value$0 (-$222.6K)
Filed 2023-10-19
DekaBank Deutsche Girozentrale
CLOSED
Shares0 from 32,215
Change-32,215 (-100%)
Value$0 (-$218)
Filed 2023-11-13
Geneos Wealth Management Inc.
CLOSED
Shares0 from 32,201
Change-32,201 (-100%)
Value$0 (-$217.7K)
Filed 2023-10-11
Realta Investment Advisors
CLOSED
Shares0 from 31,497
Change-31,497 (-100%)
Value$0 (-$212.9K)
Filed 2023-10-20
Corient Private Wealth LP
CLOSED
Shares0 from 31,467
Change-31,467 (-100%)
Value$0 (-$212.7K)
Filed 2023-11-03
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 31,129
Change-31,129 (-100%)
Value$0 (-$210.4K)
Filed 2023-11-09
Macquarie Group LTD
CLOSED
Shares0 from 31,048
Change-31,048 (-100%)
Value$0 (-$209.9K)
Filed 2023-11-14
Prospera Financial Services Inc
CLOSED
Shares0 from 30,148
Change-30,148 (-100%)
Value$0 (-$203.8K)
Filed 2023-11-13
Sunbelt Securities, Inc.
CLOSED
Shares0 from 29,047
Change-29,047 (-100%)
Value$0 (-$196.4K)
Filed 2023-12-11
Strs Ohio
CLOSED
Shares0 from 28,400
Change-28,400 (-100%)
Value$0 (-$191)
Filed 2023-10-26
Foundations Investment Advisors, LLC
CLOSED
Shares0 from 27,194
Change-27,194 (-100%)
Value$0 (-$183.8K)
Filed 2023-10-05
CWM, LLC
CLOSED
Shares0 from 26,931
Change-26,931 (-100%)
Value$0 (-$182)
Filed 2023-10-11
Arrow Investment Advisors, LLC
CLOSED
Shares0 from 26,526
Change-26,526 (-100%)
Value$0 (-$179.3K)
Filed 2023-11-15
Aberdeen Group plc
CLOSED
Shares0 from 26,490
Change-26,490 (-100%)
Value$0 (-$179.1K)
Filed 2023-11-07
First Foundation Advisors
CLOSED
Shares0 from 25,805
Change-25,805 (-100%)
Value$0 (-$174.4K)
Filed 2023-11-15
Yakira Capital Management, Inc.
CLOSED
Shares0 from 23,811
Change-23,811 (-100%)
Value$0 (-$161.0K)
Filed 2023-11-13
Stifel Financial Corp
CLOSED
Shares0 from 23,129
Change-23,129 (-100%)
Value$0 (-$156.4K)
Filed 2023-11-13
Proequities, Inc.
CLOSED
Shares0 from 22,356
Change-22,356 (-100%)
Value$0 (-$151.1K)
Filed 2023-10-30
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 22,294
Change-22,294 (-100%)
Value$0 (-$150.7K)
Filed 2023-10-19
Tudor Investment Corp ET AL
CLOSED
Shares0 from 22,057
Change-22,057 (-100%)
Value$0 (-$149.1K)
Filed 2023-11-15
Bank Pictet & Cie (Europe) AG
CLOSED
Shares0 from 21,897
Change-21,897 (-100%)
Value$0 (-$148.0K)
Filed 2023-11-02
KLK Capital Management LLC
CLOSED
Shares0 from 21,805
Change-21,805 (-100%)
Value$0 (-$147.4K)
Filed 2023-11-14
LOS Angeles Capital Management LLC
CLOSED
Shares0 from 21,720
Change-21,720 (-100%)
Value$0 (-$146.8K)
Filed 2023-11-06
Kestra Advisory Services, LLC
CLOSED
Shares0 from 21,707
Change-21,707 (-100%)
Value$0 (-$146.7K)
Filed 2023-11-13
Royal Bank of Canada
CLOSED
Shares0 from 21,189
Change-21,189 (-100%)
Value$0 (-$143.0K)
Filed 2023-11-14
CIBC World Market Inc.
CLOSED
Shares0 from 21,000
Change-21,000 (-100%)
Value$0 (-$142)
Filed 2023-11-13
SG Americas Securities, LLC
CLOSED
Shares0 from 20,194
Change-20,194 (-100%)
Value$0 (-$137)
Filed 2023-10-13
Cetera Advisors LLC
CLOSED
Shares0 from 19,108
Change-19,108 (-100%)
Value$0 (-$129.2K)
Filed 2023-11-14
Arkadios Wealth Advisors
CLOSED
Shares0 from 19,018
Change-19,018 (-100%)
Value$0 (-$128.6K)
Filed 2023-10-13
Belpointe Asset Management LLC
CLOSED
Shares0 from 18,201
Change-18,201 (-100%)
Value$0 (-$123.0K)
Filed 2023-11-15
ProShare Advisors LLC
CLOSED
Shares0 from 17,500
Change-17,500 (-100%)
Value$0 (-$118.3K)
Filed 2023-11-13
4J Wealth Management LLC
CLOSED
Shares0 from 17,496
Change-17,496 (-100%)
Value$0 (-$118.3K)
Filed 2023-10-24
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 17,318
Change-17,318 (-100%)
Value$0 (-$117.1K)
Filed 2023-10-24
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 17,178
Change-17,178 (-100%)
Value$0 (-$120.9K)
Filed 2023-11-13
H D Vest Advisory Services
CLOSED
Shares0 from 17,056
Change-17,056 (-100%)
Value$0 (-$115.3K)
Filed 2023-11-08
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED
Shares0 from 17,023
Change-17,023 (-100%)
Value$0 (-$115.1K)
Filed 2023-10-30
Oak Thistle LLC
CLOSED
Shares0 from 16,148
Change-16,148 (-100%)
Value$0 (-$109.2K)
Filed 2023-10-18
Harvest Investment Services, LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$108.2K)
Filed 2023-11-14
Citadel Advisors LLC
CLOSED
Shares0 from 15,998
Change-15,998 (-100%)
Value$0 (-$108.1K)
Filed 2023-11-14
M&T Bank Corp
CLOSED
Shares0 from 15,917
Change-15,917 (-100%)
Value$0 (-$107.6K)
Filed 2023-11-02
First Trust Advisors LP
CLOSED
Shares0 from 15,848
Change-15,848 (-100%)
Value$0 (-$107.1K)
Filed 2023-11-13
Bokf, NA
CLOSED
Shares0 from 15,312
Change-15,312 (-100%)
Value$0 (-$103.5K)
Filed 2023-11-14
Captrust Financial Advisors
CLOSED
Shares0 from 15,227
Change-15,227 (-100%)
Value$0 (-$102.9K)
Filed 2023-11-15
Advisory Resource Group
CLOSED
Shares0 from 15,147
Change-15,147 (-100%)
Value$0 (-$102.4K)
Filed 2023-12-05
Van Eck Associates Corp
CLOSED
Shares0 from 15,095
Change-15,095 (-100%)
Value$0 (-$102)
Filed 2023-11-08
Nissay Asset Management Corp N
CLOSED
Shares0 from 15,022
Change-15,022 (-100%)
Value$0 (-$101.5K)
Filed 2023-11-14
Harvest Fund Management Co., Ltd
CLOSED
Shares0 from 14,888
Change-14,888 (-100%)
Value$0 (-$100)
Filed 2023-11-07
Kalos Management, Inc.
CLOSED
Shares0 from 14,768
Change-14,768 (-100%)
Value$0 (-$99.8K)
Filed 2023-10-16
Global Wealth Management Investment Advisory, Inc.
CLOSED
Shares0 from 14,658
Change-14,658 (-100%)
Value$0 (-$99.1K)
Filed 2023-11-06
Victory Capital Management Inc
CLOSED
Shares0 from 14,549
Change-14,549 (-100%)
Value$0 (-$98.4K)
Filed 2023-11-06
Principal Financial Group Inc
CLOSED
Shares0 from 14,412
Change-14,412 (-100%)
Value$0 (-$97.4K)
Filed 2023-11-02
Wagner Wealth Management, LLC
CLOSED
Shares0 from 14,383
Change-14,383 (-100%)
Value$0 (-$97.2K)
Filed 2023-10-18
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 13,396
Change-13,396 (-100%)
Value$0 (-$90.6K)
Filed 2023-10-04
Amalgamated Bank
CLOSED
Shares0 from 13,276
Change-13,276 (-100%)
Value$0 (-$90)
Filed 2023-11-08
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 12,845
Change-12,845 (-100%)
Value$0 (-$86.8K)
Filed 2023-11-14
NewEdge Advisors, LLC
CLOSED
Shares0 from 12,659
Change-12,659 (-100%)
Value$0 (-$85.6K)
Filed 2023-11-14
Allegheny Financial Group
CLOSED
Shares0 from 12,324
Change-12,324 (-100%)
Value$0 (-$83.3K)
Filed 2023-11-14
Glassman Wealth Services
CLOSED
Shares0 from 12,222
Change-12,222 (-100%)
Value$0 (-$82.6K)
Filed 2023-11-14
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 11,593
Change-11,593 (-100%)
Value$0 (-$78.4K)
Filed 2023-10-17
Metropolitan Life Insurance Co
CLOSED
Shares0 from 11,339
Change-11,339 (-100%)
Value$0 (-$76.7K)
Filed 2023-11-14
PFG Investments, LLC
CLOSED
Shares0 from 11,167
Change-11,167 (-100%)
Value$0 (-$75.5K)
Filed 2023-11-06
Mercer Global Advisors Inc
CLOSED
Shares0 from 11,129
Change-11,129 (-100%)
Value$0 (-$75)
Filed 2023-11-15
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 11,111
Change-11,111 (-100%)
Value$0 (-$75.1K)
Filed 2023-11-13
Independent Wealth Network Inc.
CLOSED
Shares0 from 10,943
Change-10,943 (-100%)
Value$0 (-$74.0K)
Filed 2023-10-11
ICA Group Wealth Management, LLC
CLOSED
Shares0 from 10,893
Change-10,893 (-100%)
Value$0 (-$73.6K)
Filed 2023-11-13
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 10,710
Change-10,710 (-100%)
Value$0 (-$72.4K)
Filed 2024-04-22
State of Wisconsin Investment Board
CLOSED
Shares0 from 10,575
Change-10,575 (-100%)
Value$0 (-$71.5K)
Filed 2023-11-14
Bank of Montreal
CLOSED
Shares0 from 10,242
Change-10,242 (-100%)
Value$0 (-$73.3K)
Filed 2023-11-01
FOX RUN Management, L.L.C.
CLOSED
Shares0 from 10,152
Change-10,152 (-100%)
Value$0 (-$68.6K)
Filed 2023-11-07
Harvest Management LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$67.6K)
Filed 2023-11-14
Register Financial Advisors LLC
CLOSED
Shares0 from 8,283
Change-8,283 (-100%)
Value$0 (-$56.0K)
Filed 2023-10-13
Wolverine Asset Management LLC
CLOSED
Shares0 from 7,695
Change-7,695 (-100%)
Value$0 (-$52.0K)
Filed 2023-11-13
HHM Wealth Advisors, LLC
CLOSED
Shares0 from 7,314
Change-7,314 (-100%)
Value$0 (-$49.4K)
Filed 2023-11-03
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 7,309
Change-7,309 (-100%)
Value$0 (-$49.4K)
Filed 2023-11-13
Farther Finance Advisors, LLC
CLOSED
Shares0 from 5,800
Change-5,800 (-100%)
Value$0 (-$39.2K)
Filed 2023-11-14
FMR LLC
CLOSED
Shares0 from 5,546
Change-5,546 (-100%)
Value$0 (-$37.5K)
Filed 2026-11-05
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 5,522
Change-5,522 (-100%)
Value$0 (-$37.3K)
Filed 2023-11-14
Wolff Wiese Magana LLC
CLOSED
Shares0 from 5,300
Change-5,300 (-100%)
Value$0 (-$35.8K)
Filed 2023-10-31
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 4,760
Change-4,760 (-100%)
Value$0 (-$32.2K)
Filed 2023-10-20
Cary Street Partners Investment Advisory LLC
CLOSED
Shares0 from 4,641
Change-4,641 (-100%)
Value$0 (-$31.4K)
Filed 2023-11-13
Creative Financial Designs Inc
CLOSED
Shares0 from 4,187
Change-4,187 (-100%)
Value$0 (-$28.3K)
Filed 2023-11-14
Canton Hathaway, LLC
CLOSED
Shares0 from 4,074
Change-4,074 (-100%)
Value$0 (-$28)
Filed 2023-10-11
Beaird Harris Wealth Management, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$27.0K)
Filed 2023-11-15
Avior Wealth Management, LLC
CLOSED
Shares0 from 3,885
Change-3,885 (-100%)
Value$0 (-$26.3K)
Filed 2023-10-17
Focused Wealth Management, Inc
CLOSED
Shares0 from 3,814
Change-3,814 (-100%)
Value$0 (-$25.8K)
Filed 2023-11-01
Spire Wealth Management
CLOSED
Shares0 from 3,376
Change-3,376 (-100%)
Value$0 (-$22.8K)
Filed 2023-11-08
Allworth Financial LP
CLOSED
Shares0 from 3,195
Change-3,195 (-100%)
Value$0 (-$21.6K)
Filed 2023-10-31
Simplex Trading, LLC
CLOSED
Shares0 from 3,076
Change-3,076 (-100%)
Value$0 (-$20)
Filed 2023-11-01
Federated Hermes, Inc.
CLOSED
Shares0 from 2,440
Change-2,440 (-100%)
Value$0 (-$16.5K)
Filed 2023-11-13
Migdal Insurance & Financial Holdings Ltd.
CLOSED
Shares0 from 2,381
Change-2,381 (-100%)
Value$0 (-$16)
Filed 2023-10-25
Raleigh Capital Management Inc.
CLOSED
Shares0 from 2,357
Change-2,357 (-100%)
Value$0 (-$15.9K)
Filed 2023-12-08
Gradient Investments LLC
CLOSED
Shares0 from 2,185
Change-2,185 (-100%)
Value$0 (-$14.8K)
Filed 2023-10-27
Hollencrest Capital Management
CLOSED
Shares0 from 2,073
Change-2,073 (-100%)
Value$0 (-$14.0K)
Filed 2023-11-13
Johnson Midwest Financial, LLC
CLOSED
Shares0 from 2,053
Change-2,053 (-100%)
Value$0 (-$13.9K)
Filed 2023-11-07
Toronto Dominion Bank
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$14)
Filed 2024-02-14
Founders Capital Management
CLOSED
Shares0 from 1,817
Change-1,817 (-100%)
Value$0 (-$12.3K)
Filed 2023-10-10
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 1,705
Change-1,705 (-100%)
Value$0 (-$11.5K)
Filed 2023-10-10
Signaturefd, LLC
CLOSED
Shares0 from 1,592
Change-1,592 (-100%)
Value$0 (-$10.8K)
Filed 2023-11-03
Parallel Advisors, LLC
CLOSED
Shares0 from 1,472
Change-1,472 (-100%)
Value$0 (-$10.0K)
Filed 2024-05-20
Westside Investment Management, Inc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$8.1K)
Filed 2023-11-15
Lee Financial Co
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$7.0K)
Filed 2023-11-09
Washington Trust Co
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$6.8K)
Filed 2023-10-18
AdvisorNet Financial, Inc
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$6.0K)
Filed 2023-10-12
Northwest Capital Management Inc
CLOSED
Shares0 from 866
Change-866 (-100%)
Value$0 (-$5.9K)
Filed 2023-10-10
Asset Dedication, LLC
CLOSED
Shares0 from 860
Change-860 (-100%)
Value$0 (-$6)
Filed 2023-11-13
US Bancorp \de\
CLOSED
Shares0 from 829
Change-829 (-100%)
Value$0 (-$5.6K)
Filed 2023-11-03
Fifth Third Bancorp
CLOSED
Shares0 from 764
Change-764 (-100%)
Value$0 (-$5.2K)
Filed 2023-10-31
Group One Trading LLC
CLOSED
Shares0 from 761
Change-761 (-100%)
Value$0 (-$5.1K)
Filed 2023-11-09
Larson Financial Group LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$4.0K)
Filed 2023-11-03
Lindbrook Capital, LLC
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$3.1K)
Filed 2023-10-25
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 416
Change-416 (-100%)
Value$0 (-$2.8K)
Filed 2023-11-03
PSI Advisors, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$2.7K)
Filed 2023-10-13
Red Tortoise LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$2.0K)
Filed 2023-11-02
Infrastructure Capital Advisors, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$38.5M)
Filed 2023-11-14
National Bank of Canada
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$1.4K)
Filed 2023-10-10
EMC Capital Management
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$10)
Filed 2023-11-09
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$906)
Filed 2023-10-18
Quadrant Capital Group LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$643)
Filed 2023-11-14
Covestor Ltd
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 ($0)
Filed 2023-11-13
Bogart Wealth, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$41)
Filed 2023-10-30
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$7)
Filed 2023-11-13
Pictet Asset Management SA
N/A
Shares— from 38,362
Change-38,362 (-100%)
Value—
Status
Coppell Advisory Solutions LLC
INCREASED11,1857,566+3,619+48%$51.2K$66.3K+$15.1K2023-11-14
Beacon Capital Management, LLC
UNCHANGED11,02311,02300%$74.5K$74.5K$02023-10-20
IFP Advisors, Inc
DECREASED6,5019,561-3,060-32%$64.6K$48.8K-$15.9K2023-10-12
Vanguard Group Inc
CLOSED019,253,227-19,253,227-100%$130.2M$0-$130.2M2023-12-18
BlackRock Inc.
CLOSED013,097,773-13,097,773-100%$88.5M$0-$88.5M2023-11-13
State Street Corp
CLOSED06,530,624-6,530,624-100%$44.1M$0-$44.1M2023-11-14
Geode Capital Management, LLC
CLOSED03,063,687-3,063,687-100%$20.7M$0-$20.7M2023-11-13
LSV Asset Management
CLOSED02,668,651-2,668,651-100%$18.0K$0-$18.0K2023-11-03
Mirae Asset Global Investments Co., Ltd.
CLOSED02,515,588-2,515,588-100%$17.0M$0-$17.0M2023-10-26
Invesco Ltd.
CLOSED01,753,430-1,753,430-100%$11.9M$0-$11.9M2023-11-13
Dimensional Fund Advisors LP
CLOSED01,707,070-1,707,070-100%$11.5M$0-$11.5M2023-11-09
Magnetar Financial LLC
CLOSED01,507,212-1,507,212-100%$10.2M$0-$10.2M2023-11-14
Northern Trust Corp
CLOSED01,380,057-1,380,057-100%$9.3M$0-$9.3M2023-11-13
Segantii Capital Management Ltd
CLOSED01,327,337-1,327,337-100%$9.0M$0-$9.0M2023-11-07
Phocas Financial Corp.
CLOSED01,018,958-1,018,958-100%$6.9M$0-$6.9M2023-10-10
CastleKnight Management LP
CLOSED0977,000-977,000-100%$6.6M$0-$6.6M2023-11-14
Versor Investments LP
CLOSED0929,566-929,566-100%$6.3M$0-$6.3M2023-11-06
Legal & General Group Plc
CLOSED0886,548-886,548-100%$6.0M$0-$6.0M2023-11-14
JPMorgan Chase & Co
CLOSED0860,437-860,437-100%$5.8M$0-$5.8M2023-11-14
AQR Capital Management LLC
CLOSED0781,888-781,888-100%$5.3M$0-$5.3M2023-11-14
Morgan Stanley
CLOSED0683,526-683,526-100%$4.6M$0-$4.6M2023-11-15
Goldman Sachs Group Inc
CLOSED0634,851-634,851-100%$4.3M$0-$4.3M2024-05-15
Bank of New York Mellon Corp
CLOSED0597,313-597,313-100%$4.0M$0-$4.0M2023-10-24
UBS Asset Management Americas LLC
CLOSED0555,671-555,671-100%$3.5M$0-$3.5M2023-11-13
Beck Capital Management, LLC
CLOSED0472,330-472,330-100%$3.2M$0-$3.2M2023-11-14
Citigroup Inc
CLOSED0439,211-439,211-100%$3.0M$0-$3.0M2023-12-06
Millennium Management LLC
CLOSED0437,090-437,090-100%$3.0M$0-$3.0M2023-11-14
Qube Research & Technologies Ltd
CLOSED0431,539-431,539-100%$2.9M$0-$2.9M2023-11-13
AE Wealth Management LLC
CLOSED0417,946-417,946-100%$2.8M$0-$2.8M2023-10-11
Nuveen Asset Management, LLC
CLOSED0369,678-369,678-100%$2.5M$0-$2.5M2023-11-14
Osaic Holdings, Inc.
CLOSED0360,643-360,643-100%$2.4M$0-$2.4M2023-11-13
Atria Wealth Solutions, Inc.
CLOSED0359,727-359,727-100%$2.4M$0-$2.4M2023-11-08
Cambridge Investment Research Advisors, Inc.
CLOSED0342,622-342,622-100%$2.3K$0-$2.3K2023-10-24
Renaissance Technologies LLC
CLOSED0315,100-315,100-100%$2.1K$0-$2.1K2023-11-14
LPL Financial LLC
CLOSED0311,961-311,961-100%$2.1M$0-$2.1M2023-11-13
Credit Suisse AG/
CLOSED0311,713-311,713-100%$2.1M$0-$2.1M2023-11-13
New York Life Investment Management LLC
CLOSED0295,719-295,719-100%$2.0M$0-$2.0M2023-11-08
Swiss National Bank
CLOSED0289,760-289,760-100%$2.0M$0-$2.0M2023-11-08
Bramshill Investments, LLC
CLOSED0287,424-287,424-100%$1.9M$0-$1.9M2023-11-13
Omers Administration Corp
CLOSED0274,000-274,000-100%$1.9M$0-$1.9M2023-11-13
Independent Financial Group, LLC
CLOSED0236,174-236,174-100%$1.6M$0-$1.6M2026-06-12
Rhumbline Advisers
CLOSED0234,450-234,450-100%$1.6M$0-$1.6M2023-11-09
Asset Management One Co., Ltd.
CLOSED0226,044-226,044-100%$1.5M$0-$1.5M2023-10-19
Deutsche Bank Ag\
CLOSED0220,191-220,191-100%$1.5M$0-$1.5M2023-11-24
Barclays PLC
CLOSED0192,534-192,534-100%$1.3K$0-$1.3K2026-03-26
Public Employees Retirement System of Ohio
CLOSED0180,767-180,767-100%$1.2M$0-$1.2M2023-12-19
New York State Common Retirement Fund
CLOSED0178,250-178,250-100%$1.2M$0-$1.2M2025-10-08
Susquehanna International Group, LLP
CLOSED0167,884-167,884-100%$1.1M$0-$1.1M2023-11-14
Squarepoint Ops LLC
CLOSED0167,397-167,397-100%$1.1M$0-$1.1M2023-11-14
Alliancebernstein L.P.
CLOSED0163,790-163,790-100%$1.1M$0-$1.1M2023-11-14
UBS Group AG
CLOSED0163,386-163,386-100%$1.1M$0-$1.1M2023-11-09
Pacific Ridge Capital Partners, LLC
CLOSED0163,297-163,297-100%$1.1M$0-$1.1M2023-11-13
California State Teachers Retirement System
CLOSED0162,436-162,436-100%$1.1M$0-$1.1M2023-11-14
Commonwealth Equity Services, LLC
CLOSED0156,858-156,858-100%$1.1K$0-$1.1K2023-10-23
HighTower Advisors, LLC
CLOSED0150,430-150,430-100%$1.0M$0-$1.0M2023-11-08
Accel Wealth Management
CLOSED0149,810-149,810-100%$1.0M$0-$1.0M2023-10-19
Sumitomo Mitsui Trust Group, Inc.
CLOSED0146,219-146,219-100%$988.4K$0-$988.4K2023-10-30
Nomura Asset Management Co LTD
CLOSED0145,100-145,100-100%$980.9K$0-$980.9K2023-11-03
Arete Wealth Advisors, LLC
CLOSED0143,926-143,926-100%$973$0-$9732023-10-30
AQR Arbitrage LLC
CLOSED0142,874-142,874-100%$965.8K$0-$965.8K2023-11-14
Scotia Capital Inc.
CLOSED0138,614-138,614-100%$937.0K$0-$937.0K2023-11-14
Canada Life Assurance Co
CLOSED0135,337-135,337-100%$915$0-$9152023-11-14
Nfsg Corp
CLOSED0130,790-130,790-100%$884.1K$0-$884.1K2023-10-17
Cetera Advisor Networks LLC
CLOSED0126,169-126,169-100%$852.9K$0-$852.9K2023-11-14
Foster & Motley Inc
CLOSED0122,310-122,310-100%$827$0-$8272023-10-24
Bank of America Corp
CLOSED0108,422-108,422-100%$732.9K$0-$732.9K2023-11-14
Amundi
CLOSED098,930-98,930-100%$692.5K$0-$692.5K2023-11-14
Water Island Capital LLC
CLOSED092,385-92,385-100%$624.5K$0-$624.5K2024-11-14
Manufacturers Life Insurance Company, the
CLOSED091,162-91,162-100%$616.3K$0-$616.3K2023-11-15
Nisa Investment Advisors, LLC
CLOSED090,165-90,165-100%$609.5K$0-$609.5K2023-11-02
Channel Wealth LLC
CLOSED088,098-88,098-100%$595.5K$0-$595.5K2023-10-24
Alberta Investment Management Corp
CLOSED085,700-85,700-100%$579.3K$0-$579.3K2023-11-14
Harbour Investments, Inc.
CLOSED081,973-81,973-100%$554.1K$0-$554.1K2023-11-15
Mitsubishi UFJ Asset Management Co., Ltd.
CLOSED077,172-77,172-100%$521.7K$0-$521.7K2023-11-07
B. Riley Wealth Advisors, Inc.
CLOSED076,182-76,182-100%$515.0K$0-$515.0K2023-12-01
MetLife Investment Management, LLC
CLOSED072,200-72,200-100%$488.1K$0-$488.1K2024-05-09
Cetera Investment Advisers
CLOSED071,768-71,768-100%$485.2K$0-$485.2K2023-11-14
HSBC Holdings PLC
CLOSED071,238-71,238-100%$481.6K$0-$481.6K2023-11-13
Wells Fargo & Company
CLOSED070,751-70,751-100%$478.3K$0-$478.3K2023-11-13
Franklin Resources Inc
CLOSED068,296-68,296-100%$461.7K$0-$461.7K2023-11-13
Jane Street Group, LLC
CLOSED066,788-66,788-100%$451.5K$0-$451.5K2023-11-15
ExodusPoint Capital Management, LP
CLOSED066,407-66,407-100%$449$0-$4492023-11-13
Price T Rowe Associates Inc
CLOSED066,054-66,054-100%$447$0-$4472023-11-14
American International Group, Inc.
CLOSED064,766-64,766-100%$437.8K$0-$437.8K2023-11-13
Money Concepts Capital Corp
CLOSED063,610-63,610-100%$430.0K$0-$430.0K2023-11-01
Calton & Associates, Inc.
CLOSED063,073-63,073-100%$426.4K$0-$426.4K2023-11-01
State of Alaska, Department of Revenue
CLOSED062,951-62,951-100%$424$0-$4242023-10-16
Gagnon Securities LLC
CLOSED062,341-62,341-100%$421.4K$0-$421.4K2023-11-14
BNP Paribas Financial Markets
CLOSED061,080-61,080-100%$412.9K$0-$412.9K2023-11-14
J.W. Cole Advisors, Inc.
CLOSED058,302-58,302-100%$394.1K$0-$394.1K2023-10-24
Voya Investment Management LLC
CLOSED054,968-54,968-100%$371.6K$0-$371.6K2025-02-07
Henderson Group PLC
CLOSED054,762-54,762-100%$369.9K$0-$369.9K2023-11-14
Centiva Capital, LP
CLOSED054,700-54,700-100%$369.8K$0-$369.8K2023-11-14
Retirement Group, LLC
CLOSED052,500-52,500-100%$354.9K$0-$354.9K2023-11-06
Cornercap Investment Counsel Inc
CLOSED051,734-51,734-100%$349.7K$0-$349.7K2023-11-13
Teacher Retirement System of Texas
CLOSED051,606-51,606-100%$349$0-$3492023-10-31
Alps Advisors Inc
CLOSED049,637-49,637-100%$335.5K$0-$335.5K2023-11-14
Cambria Investment Management, L.P.
CLOSED049,172-49,172-100%$332.4K$0-$332.4K2023-11-13
Cooper Financial Group
CLOSED048,953-48,953-100%$330.9K$0-$330.9K2023-10-13
Sigma Planning Corp
CLOSED043,459-43,459-100%$293.8K$0-$293.8K2023-11-06
Dfpg Investments, Inc.
CLOSED043,346-43,346-100%$322.9K$0-$322.9K2023-11-13
Continuum Advisory, LLC
CLOSED042,673-42,673-100%$288.5K$0-$288.5K2023-11-13
Kovack Advisors, Inc.
CLOSED042,459-42,459-100%$287.0K$0-$287.0K2023-10-19
Daiwa Securities Group Inc.
CLOSED042,137-42,137-100%$285$0-$2852023-11-01
Beacon Pointe Advisors, LLC
CLOSED041,325-41,325-100%$279.4K$0-$279.4K2023-11-14
Zurcher Kantonalbank (Zurich Cantonalbank)
CLOSED039,149-39,149-100%$264.6K$0-$264.6K2023-10-25
State Board of Administration of Florida Retirement System
CLOSED038,201-38,201-100%$258.2K$0-$258.2K2023-11-08
UniSuper Management Pty Ltd
CLOSED037,600-37,600-100%$254.2K$0-$254.2K2023-11-13
Arizona State Retirement System
CLOSED037,570-37,570-100%$254.0K$0-$254.0K2023-11-07
Meiji Yasuda Asset Management Co Ltd.
CLOSED037,473-37,473-100%$253$0-$2532023-11-13
Accurate Wealth Management, LLC
CLOSED037,188-37,188-100%$267.0K$0-$267.0K2023-10-23
Neuberger Berman Group LLC
CLOSED036,816-36,816-100%$248.9K$0-$248.9K2023-11-14
Envestnet Asset Management Inc
CLOSED036,523-36,523-100%$246.9K$0-$246.9K2023-11-13
First Heartland Consultants, Inc.
CLOSED036,206-36,206-100%$244.8K$0-$244.8K2023-11-09
Brookstone Capital Management
CLOSED034,551-34,551-100%$243.2K$0-$243.2K2023-10-20
Lido Advisors, LLC
CLOSED034,299-34,299-100%$231.9K$0-$231.9K2023-11-14
Creative Planning
CLOSED034,010-34,010-100%$229.9K$0-$229.9K2023-11-16
Engineers Gate Manager LP
CLOSED033,566-33,566-100%$226.9K$0-$226.9K2023-11-14
Apeiron RIA LLC
CLOSED032,925-32,925-100%$222.6K$0-$222.6K2023-10-19
DekaBank Deutsche Girozentrale
CLOSED032,215-32,215-100%$218$0-$2182023-11-13
Geneos Wealth Management Inc.
CLOSED032,201-32,201-100%$217.7K$0-$217.7K2023-10-11
Realta Investment Advisors
CLOSED031,497-31,497-100%$212.9K$0-$212.9K2023-10-20
Corient Private Wealth LP
CLOSED031,467-31,467-100%$212.7K$0-$212.7K2023-11-03
Prime Capital Investment Advisors, LLC
CLOSED031,129-31,129-100%$210.4K$0-$210.4K2023-11-09
Macquarie Group LTD
CLOSED031,048-31,048-100%$209.9K$0-$209.9K2023-11-14
Prospera Financial Services Inc
CLOSED030,148-30,148-100%$203.8K$0-$203.8K2023-11-13
Sunbelt Securities, Inc.
CLOSED029,047-29,047-100%$196.4K$0-$196.4K2023-12-11
Strs Ohio
CLOSED028,400-28,400-100%$191$0-$1912023-10-26
Foundations Investment Advisors, LLC
CLOSED027,194-27,194-100%$183.8K$0-$183.8K2023-10-05
CWM, LLC
CLOSED026,931-26,931-100%$182$0-$1822023-10-11
Arrow Investment Advisors, LLC
CLOSED026,526-26,526-100%$179.3K$0-$179.3K2023-11-15
Aberdeen Group plc
CLOSED026,490-26,490-100%$179.1K$0-$179.1K2023-11-07
First Foundation Advisors
CLOSED025,805-25,805-100%$174.4K$0-$174.4K2023-11-15
Yakira Capital Management, Inc.
CLOSED023,811-23,811-100%$161.0K$0-$161.0K2023-11-13
Stifel Financial Corp
CLOSED023,129-23,129-100%$156.4K$0-$156.4K2023-11-13
Proequities, Inc.
CLOSED022,356-22,356-100%$151.1K$0-$151.1K2023-10-30
Patriot Financial Group Insurance Agency, LLC
CLOSED022,294-22,294-100%$150.7K$0-$150.7K2023-10-19
Tudor Investment Corp ET AL
CLOSED022,057-22,057-100%$149.1K$0-$149.1K2023-11-15
Bank Pictet & Cie (Europe) AG
CLOSED021,897-21,897-100%$148.0K$0-$148.0K2023-11-02
KLK Capital Management LLC
CLOSED021,805-21,805-100%$147.4K$0-$147.4K2023-11-14
LOS Angeles Capital Management LLC
CLOSED021,720-21,720-100%$146.8K$0-$146.8K2023-11-06
Kestra Advisory Services, LLC
CLOSED021,707-21,707-100%$146.7K$0-$146.7K2023-11-13
Royal Bank of Canada
CLOSED021,189-21,189-100%$143.0K$0-$143.0K2023-11-14
CIBC World Market Inc.
CLOSED021,000-21,000-100%$142$0-$1422023-11-13
SG Americas Securities, LLC
CLOSED020,194-20,194-100%$137$0-$1372023-10-13
Cetera Advisors LLC
CLOSED019,108-19,108-100%$129.2K$0-$129.2K2023-11-14
Arkadios Wealth Advisors
CLOSED019,018-19,018-100%$128.6K$0-$128.6K2023-10-13
Belpointe Asset Management LLC
CLOSED018,201-18,201-100%$123.0K$0-$123.0K2023-11-15
ProShare Advisors LLC
CLOSED017,500-17,500-100%$118.3K$0-$118.3K2023-11-13
4J Wealth Management LLC
CLOSED017,496-17,496-100%$118.3K$0-$118.3K2023-10-24
Raymond James Financial Services Advisors, Inc.
CLOSED017,318-17,318-100%$117.1K$0-$117.1K2023-10-24
Ameritas Advisory Services, LLC
CLOSED017,178-17,178-100%$120.9K$0-$120.9K2023-11-13
H D Vest Advisory Services
CLOSED017,056-17,056-100%$115.3K$0-$115.3K2023-11-08
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED017,023-17,023-100%$115.1K$0-$115.1K2023-10-30
Oak Thistle LLC
CLOSED016,148-16,148-100%$109.2K$0-$109.2K2023-10-18
Harvest Investment Services, LLC
CLOSED016,000-16,000-100%$108.2K$0-$108.2K2023-11-14
Citadel Advisors LLC
CLOSED015,998-15,998-100%$108.1K$0-$108.1K2023-11-14
M&T Bank Corp
CLOSED015,917-15,917-100%$107.6K$0-$107.6K2023-11-02
First Trust Advisors LP
CLOSED015,848-15,848-100%$107.1K$0-$107.1K2023-11-13
Bokf, NA
CLOSED015,312-15,312-100%$103.5K$0-$103.5K2023-11-14
Captrust Financial Advisors
CLOSED015,227-15,227-100%$102.9K$0-$102.9K2023-11-15
Advisory Resource Group
CLOSED015,147-15,147-100%$102.4K$0-$102.4K2023-12-05
Van Eck Associates Corp
CLOSED015,095-15,095-100%$102$0-$1022023-11-08
Nissay Asset Management Corp N
CLOSED015,022-15,022-100%$101.5K$0-$101.5K2023-11-14
Harvest Fund Management Co., Ltd
CLOSED014,888-14,888-100%$100$0-$1002023-11-07
Kalos Management, Inc.
CLOSED014,768-14,768-100%$99.8K$0-$99.8K2023-10-16
Global Wealth Management Investment Advisory, Inc.
CLOSED014,658-14,658-100%$99.1K$0-$99.1K2023-11-06
Victory Capital Management Inc
CLOSED014,549-14,549-100%$98.4K$0-$98.4K2023-11-06
Principal Financial Group Inc
CLOSED014,412-14,412-100%$97.4K$0-$97.4K2023-11-02
Wagner Wealth Management, LLC
CLOSED014,383-14,383-100%$97.2K$0-$97.2K2023-10-18
MassMutual Private Wealth & Trust, FSB
CLOSED013,396-13,396-100%$90.6K$0-$90.6K2023-10-04
Amalgamated Bank
CLOSED013,276-13,276-100%$90$0-$902023-11-08
Northwestern Mutual Wealth Management Co
CLOSED012,845-12,845-100%$86.8K$0-$86.8K2023-11-14
NewEdge Advisors, LLC
CLOSED012,659-12,659-100%$85.6K$0-$85.6K2023-11-14
Allegheny Financial Group
CLOSED012,324-12,324-100%$83.3K$0-$83.3K2023-11-14
Glassman Wealth Services
CLOSED012,222-12,222-100%$82.6K$0-$82.6K2023-11-14
Patriot Investment Management Group, Inc.
CLOSED011,593-11,593-100%$78.4K$0-$78.4K2023-10-17
Metropolitan Life Insurance Co
CLOSED011,339-11,339-100%$76.7K$0-$76.7K2023-11-14
PFG Investments, LLC
CLOSED011,167-11,167-100%$75.5K$0-$75.5K2023-11-06
Mercer Global Advisors Inc
CLOSED011,129-11,129-100%$75$0-$752023-11-15
Ameritas Investment Partners, Inc.
CLOSED011,111-11,111-100%$75.1K$0-$75.1K2023-11-13
Independent Wealth Network Inc.
CLOSED010,943-10,943-100%$74.0K$0-$74.0K2023-10-11
ICA Group Wealth Management, LLC
CLOSED010,893-10,893-100%$73.6K$0-$73.6K2023-11-13
Ashton Thomas Private Wealth, LLC
CLOSED010,710-10,710-100%$72.4K$0-$72.4K2024-04-22
State of Wisconsin Investment Board
CLOSED010,575-10,575-100%$71.5K$0-$71.5K2023-11-14
Bank of Montreal
CLOSED010,242-10,242-100%$73.3K$0-$73.3K2023-11-01
FOX RUN Management, L.L.C.
CLOSED010,152-10,152-100%$68.6K$0-$68.6K2023-11-07
Harvest Management LLC
CLOSED010,000-10,000-100%$67.6K$0-$67.6K2023-11-14
Register Financial Advisors LLC
CLOSED08,283-8,283-100%$56.0K$0-$56.0K2023-10-13
Wolverine Asset Management LLC
CLOSED07,695-7,695-100%$52.0K$0-$52.0K2023-11-13
HHM Wealth Advisors, LLC
CLOSED07,314-7,314-100%$49.4K$0-$49.4K2023-11-03
PNC Financial Services Group, Inc.
CLOSED07,309-7,309-100%$49.4K$0-$49.4K2023-11-13
Farther Finance Advisors, LLC
CLOSED05,800-5,800-100%$39.2K$0-$39.2K2023-11-14
FMR LLC
CLOSED05,546-5,546-100%$37.5K$0-$37.5K2026-11-05
Tower Research Capital LLC (TRC)
CLOSED05,522-5,522-100%$37.3K$0-$37.3K2023-11-14
Wolff Wiese Magana LLC
CLOSED05,300-5,300-100%$35.8K$0-$35.8K2023-10-31
Moisand Fitzgerald Tamayo, LLC
CLOSED04,760-4,760-100%$32.2K$0-$32.2K2023-10-20
Cary Street Partners Investment Advisory LLC
CLOSED04,641-4,641-100%$31.4K$0-$31.4K2023-11-13
Creative Financial Designs Inc
CLOSED04,187-4,187-100%$28.3K$0-$28.3K2023-11-14
Canton Hathaway, LLC
CLOSED04,074-4,074-100%$28$0-$282023-10-11
Beaird Harris Wealth Management, LLC
CLOSED04,000-4,000-100%$27.0K$0-$27.0K2023-11-15
Avior Wealth Management, LLC
CLOSED03,885-3,885-100%$26.3K$0-$26.3K2023-10-17
Focused Wealth Management, Inc
CLOSED03,814-3,814-100%$25.8K$0-$25.8K2023-11-01
Spire Wealth Management
CLOSED03,376-3,376-100%$22.8K$0-$22.8K2023-11-08
Allworth Financial LP
CLOSED03,195-3,195-100%$21.6K$0-$21.6K2023-10-31
Simplex Trading, LLC
CLOSED03,076-3,076-100%$20$0-$202023-11-01
Federated Hermes, Inc.
CLOSED02,440-2,440-100%$16.5K$0-$16.5K2023-11-13
Migdal Insurance & Financial Holdings Ltd.
CLOSED02,381-2,381-100%$16$0-$162023-10-25
Raleigh Capital Management Inc.
CLOSED02,357-2,357-100%$15.9K$0-$15.9K2023-12-08
Gradient Investments LLC
CLOSED02,185-2,185-100%$14.8K$0-$14.8K2023-10-27
Hollencrest Capital Management
CLOSED02,073-2,073-100%$14.0K$0-$14.0K2023-11-13
Johnson Midwest Financial, LLC
CLOSED02,053-2,053-100%$13.9K$0-$13.9K2023-11-07
Toronto Dominion Bank
CLOSED02,000-2,000-100%$14$0-$142024-02-14
Founders Capital Management
CLOSED01,817-1,817-100%$12.3K$0-$12.3K2023-10-10
Elevation Wealth Partners, LLC
CLOSED01,705-1,705-100%$11.5K$0-$11.5K2023-10-10
Signaturefd, LLC
CLOSED01,592-1,592-100%$10.8K$0-$10.8K2023-11-03
Parallel Advisors, LLC
CLOSED01,472-1,472-100%$10.0K$0-$10.0K2024-05-20
Westside Investment Management, Inc.
CLOSED01,200-1,200-100%$8.1K$0-$8.1K2023-11-15
Lee Financial Co
CLOSED01,033-1,033-100%$7.0K$0-$7.0K2023-11-09
Washington Trust Co
CLOSED01,000-1,000-100%$6.8K$0-$6.8K2023-10-18
AdvisorNet Financial, Inc
CLOSED0889-889-100%$6.0K$0-$6.0K2023-10-12
Northwest Capital Management Inc
CLOSED0866-866-100%$5.9K$0-$5.9K2023-10-10
Asset Dedication, LLC
CLOSED0860-860-100%$6$0-$62023-11-13
US Bancorp \de\
CLOSED0829-829-100%$5.6K$0-$5.6K2023-11-03
Fifth Third Bancorp
CLOSED0764-764-100%$5.2K$0-$5.2K2023-10-31
Group One Trading LLC
CLOSED0761-761-100%$5.1K$0-$5.1K2023-11-09
Larson Financial Group LLC
CLOSED0587-587-100%$4.0K$0-$4.0K2023-11-03
Lindbrook Capital, LLC
CLOSED0454-454-100%$3.1K$0-$3.1K2023-10-25
EverSource Wealth Advisors, LLC
CLOSED0416-416-100%$2.8K$0-$2.8K2023-11-03
PSI Advisors, LLC
CLOSED0400-400-100%$2.7K$0-$2.7K2023-10-13
Red Tortoise LLC
CLOSED0290-290-100%$2.0K$0-$2.0K2023-11-02
Infrastructure Capital Advisors, LLC
CLOSED0260-260-100%$38.5M$0-$38.5M2023-11-14
National Bank of Canada
CLOSED0200-200-100%$1.4K$0-$1.4K2023-10-10
EMC Capital Management
CLOSED0165-165-100%$10$0-$102023-11-09
Pinnacle Bancorp, Inc.
CLOSED0134-134-100%$906$0-$9062023-10-18
Quadrant Capital Group LLC
CLOSED095-95-100%$643$0-$6432023-11-14
Covestor Ltd
CLOSED014-14-100%$0$0$02023-11-13
Bogart Wealth, LLC
CLOSED06-6-100%$41$0-$412023-10-30
TD Waterhouse Canada Inc.
CLOSED01-1-100%$7$0-$72023-11-13
Pictet Asset Management SA
N/A—38,362-38,362-100%$259.3K———
Showing 240 of 240 institutions