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Arcelormittal-Ny Registered (MT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares3,067,991 from 3,253,361
Change-185,370 (-6%)
Value$204.8M (+$8.8M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares720,606 from 942,040
Change-221,434 (-24%)
Value$48.1M (-$8.6M)
Filed 2026-11-05
Retirement Systems of Alabama
DECREASED
Shares510,281 from 674,150
Change-163,869 (-24%)
Value$34.1M (-$6.5M)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares458,221 from 129,627
Change+328,594 (+253%)
Value$30.6M (+$22.8M)
Filed 2026-11-09
Carrhae Capital LLP
NEW
Shares222,440
Change+222,440
Value$14.8M
Filed 2026-10-20
Creative Planning
INCREASED
Shares206,051 from 177,434
Change+28,617 (+16%)
Value$13.8M (+$3.1M)
Filed 2026-11-02
Amanah Holdings Trust
UNCHANGED
Shares148,000 from 148,000
Change0 (0%)
Value$9.9M (+$965.0K)
Filed 2026-10-23
Hennessy Advisors Inc
DECREASED
Shares145,600 from 159,900
Change-14,300 (-9%)
Value$9.7M (+$88.2K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares65,827 from 75,750
Change-9,923 (-13%)
Value$4.4M (-$168.3K)
Filed 2026-11-06
Hallstatt Advisors L.P.
UNCHANGED
Shares63,949 from 63,949
Change0 (0%)
Value$4.3M (+$416.9K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares44,085 from 30,551
Change+13,534 (+44%)
Value$2.9M (+$1.1M)
Filed 2026-11-06
Squarepoint Ops LLC
NEW
Shares40,591
Change+40,591
Value$2.7M
Filed 2026-11-09
Signaturefd, LLC
INCREASED
Shares36,570 from 35,295
Change+1,275 (+4%)
Value$2.4M (+$315.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares34,504 from 33,868
Change+636 (+2%)
Value$2.3M (+$263.2K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares28,545 from 52,428
Change-23,883 (-46%)
Value$1.9M (-$1.3M)
Filed 2026-11-04
Vise Technologies, Inc.
DECREASED
Shares28,020 from 28,560
Change-540 (-2%)
Value$1.9M (+$150.2K)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
INCREASED
Shares25,992 from 25,623
Change+369 (+1%)
Value$1.7M (+$191.7K)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares24,261 from 8,472
Change+15,789 (+186%)
Value$1.6M (+$1.0M)
Filed 2026-10-30
Quadrant Capital Group LLC
INCREASED
Shares24,249 from 23,495
Change+754 (+3%)
Value$1.5M (+$124.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares23,632
Change+23,632
Value$1.5M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares23,632
Change+23,632
Value$1.5M
Filed 2026-10-20
Darwin Wealth Management, LLC
INCREASED
Shares22,180 from 21,671
Change+509 (+2%)
Value$1.5M (+$175.3K)
Filed 2026-11-09
TD Waterhouse Canada Inc.
INCREASED
Shares20,649 from 16,491
Change+4,158 (+25%)
Value$1.3M (+$356.5K)
Filed 2026-10-16
Ritholtz Wealth Management
INCREASED
Shares20,494 from 19,792
Change+702 (+4%)
Value$1.4M (+$175.9K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares17,951 from 17,871
Change+80 (+0%)
Value$1.2M (+$121.9K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares17,126 from 17,708
Change-582 (-3%)
Value$1.1M (+$76.6K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares16,950 from 16,415
Change+535 (+3%)
Value$1.1M (+$142.8K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares14,306 from 4,552
Change+9,754 (+214%)
Value$954.8K (+$678.5K)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares13,852 from 20,227
Change-6,375 (-32%)
Value$924.5K (-$293.6K)
Filed 2026-10-26
Profund Advisors LLC
INCREASED
Shares11,557 from 10,313
Change+1,244 (+12%)
Value$771.3K (+$150.3K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,113 from 8,850
Change+2,263 (+26%)
Value$681.2K (+$96.4K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares10,148 from 10,064
Change+84 (+1%)
Value$677.3K (+$71.3K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares9,811 from 9,513
Change+298 (+3%)
Value$654.4K (+$81.5K)
Filed 2026-10-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares8,906 from 5,923
Change+2,983 (+50%)
Value$594.4K (+$237.7K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
NEW
Shares8,789
Change+8,789
Value$586.6K
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares8,732 from 7,351
Change+1,381 (+19%)
Value$582.8K (+$140.1K)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares7,515 from 7,648
Change-133 (-2%)
Value$501.6K (+$41.0K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares7,490 from 7,194
Change+296 (+4%)
Value$499.9K (+$66.6K)
Filed 2026-10-26
Cherokee Insurance Co
UNCHANGED
Shares6,999 from 6,999
Change0 (0%)
Value$467.1K (+$45.6K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED
Shares6,931 from 7,392
Change-461 (-6%)
Value$462.6K (+$17.4K)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares6,874 from 8,347
Change-1,473 (-18%)
Value$458.0K (-$45.0K)
Filed 2026-10-26
Contravisory Investment Management, Inc.
DECREASED
Shares6,595 from 7,625
Change-1,030 (-14%)
Value$440.2K (-$19.0K)
Filed 2026-10-13
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares6,500 from 6,400
Change+100 (+2%)
Value$433.8K (+$48.4K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares6,247 from 6,029
Change+218 (+4%)
Value$416.9K (+$53.9K)
Filed 2026-10-13
Optas, LLC
INCREASED
Shares5,820 from 5,664
Change+156 (+3%)
Value$388.4K (+$47.3K)
Filed 2026-11-09
Keybank National Association
INCREASED
Shares5,741 from 4,707
Change+1,034 (+22%)
Value$383.2K (+$99.7K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares5,439 from 4,897
Change+542 (+11%)
Value$363.0K (+$68.1K)
Filed 2026-10-28
Burns Matteson Capital Management, LLC
NEW
Shares5,408
Change+5,408
Value$360.9K
Filed 2026-10-16
QP Wealth Management, LLC
NEW
Shares5,396
Change+5,396
Value$359.9K
Filed 2026-10-20
Atria Investments, Inc
NEW
Shares5,360
Change+5,360
Value$357.7K
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares5,339 from 5,205
Change+134 (+3%)
Value$356.3K (+$42.9K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,228 from 4,746
Change+482 (+10%)
Value$336.5K (+$36.1K)
Filed 2026-11-04
Trust Co of Toledo NA
DECREASED
Shares5,208 from 7,331
Change-2,123 (-29%)
Value$347.6K (-$93.9K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares5,051 from 4,333
Change+718 (+17%)
Value$337.1K (+$76.2K)
Filed 2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares4,851 from 4,851
Change0 (0%)
Value$323.8K (+$31.6K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$320.4K (+$31.3K)
Filed 2026-10-05
Carrera Capital Advisors
DECREASED
Shares4,771 from 5,791
Change-1,020 (-18%)
Value$318.4K (-$30.3K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares4,718 from 3,788
Change+930 (+25%)
Value$314.9K (+$86.8K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares4,646 from 4,186
Change+460 (+11%)
Value$310.1K (+$58.0K)
Filed 2026-10-30
Gallacher Capital Management LLC
DECREASED
Shares4,609 from 7,926
Change-3,317 (-42%)
Value$307.6K (-$169.7K)
Filed 2026-10-30
Abel Hall, LLC
DECREASED
Shares4,203 from 4,221
Change-18 (0%)
Value$280.5K (+$26.3K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares4,061 from 3,392
Change+669 (+20%)
Value$270.9K (+$66.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares3,949 from 3,569
Change+380 (+11%)
Value$263.6K (+$48.7K)
Filed 2026-10-08
May Hill Capital, LLC
INCREASED
Shares3,909 from 3,482
Change+427 (+12%)
Value$260.9K (+$51.2K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares3,752 from 2,851
Change+901 (+32%)
Value$250.4K (+$78.7K)
Filed 2026-11-04
Anchyra Partners LLC
NEW
Shares3,702
Change+3,702
Value$247.1K
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares3,645 from 3,011
Change+634 (+21%)
Value$243.3K (+$61.9K)
Filed 2026-10-21
Moody National Bank Trust Division
INCREASED
Shares3,606 from 3,411
Change+195 (+6%)
Value$240.7K (+$35.3K)
Filed 2026-10-06
PDS Planning, Inc
DECREASED
Shares3,337 from 3,344
Change-7 (0%)
Value$222.7K (+$21.3K)
Filed 2026-11-03
Brighton Jones LLC
NEW
Shares3,277
Change+3,277
Value$218.7K
Filed 2026-11-03
Personal CFO Solutions, LLC
NEW
Shares3,143
Change+3,143
Value$209.7K
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares3,107 from 2,734
Change+373 (+14%)
Value$207.3K (+$42.7K)
Filed 2026-11-03
Knights of Columbus Asset Advisors LLC
DECREASED
Shares2,717 from 3,476
Change-759 (-22%)
Value$181.3K (-$28.0K)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares1,892
Change+1,892
Value$126.2K
Filed 2026-11-06
Cromwell Holdings LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$124.1K (+$12.1K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,647 from 1,610
Change+37 (+2%)
Value$109.9K (+$13.0K)
Filed 2026-10-27
GK Wealth Management LLC
DECREASED
Shares1,414 from 6,780
Change-5,366 (-79%)
Value$94.4K (-$313.9K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares1,216 from 1,145
Change+71 (+6%)
Value$73.3K (+$4.3K)
Filed 2026-11-06
True Wealth Design, LLC
INCREASED
Shares1,057 from 1,034
Change+23 (+2%)
Value$70.5K (+$8.3K)
Filed 2026-10-13
Summit Securities Group LLC
NEW
Shares958
Change+958
Value$63.9K
Filed 2026-11-05
Owl Creek Wealth Partners LLC
INCREASED
Shares701 from 679
Change+22 (+3%)
Value$46.8K (+$5.9K)
Filed 2026-10-20
Essential Partners LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$42.8K (+$4.2K)
Filed 2026-10-14
Salomon & Ludwin, LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$36.4K (+$4.1K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares507 from 466
Change+41 (+9%)
Value$33.8K (+$5.8K)
Filed 2026-11-05
Grove Bank & Trust
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$31.6K (+$3.1K)
Filed 2026-10-08
Financial Consulate, Inc
INCREASED
Shares410 from 333
Change+77 (+23%)
Value$27.4K (+$7.3K)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares393 from 267
Change+126 (+47%)
Value$26.2K (+$10.1K)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares321 from 149
Change+172 (+115%)
Value$21.4K (+$12.5K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares320
Change+320
Value$21.4K
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$19.6K (+$1.9K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares288 from 239
Change+49 (+21%)
Value$19.2K (+$4.8K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares287 from 269
Change+18 (+7%)
Value$19.2K (+$3.0K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$18.2K (+$1.2K)
Filed 2026-11-02
WPG Advisers, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$17.8K (+$1.7K)
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$17.6K (+$1.7K)
Filed 2026-11-04
Leonteq Securities AG
DECREASED
Shares226 from 878
Change-652 (-74%)
Value$15.1K (-$37.8K)
Filed 2026-10-29
UMB Bank, n.a.
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$14.8K (+$1.4K)
Filed 2026-11-06
Bare Financial Services, Inc
INCREASED
Shares221 from 178
Change+43 (+24%)
Value$14.8K (+$4.0K)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$14.5K (+$1.4K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares216 from 206
Change+10 (+5%)
Value$14.4K (+$2.0K)
Filed 2026-10-19
West Financial Advisors, LLC
NEW
Shares210
Change+210
Value$14.0K
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares203 from 334
Change-131 (-39%)
Value$13.5K (-$6.6K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares196
Change+196
Value$13.1K
Filed 2026-10-30
Indiana Trust & Investment Management Co
NEW
Shares185
Change+185
Value$12.3K
Filed 2026-10-22
First Command Advisory Services, Inc.
INCREASED
Shares178 from 39
Change+139 (+356%)
Value$11.9K (+$9.5K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$10.8K (+$1.1K)
Filed 2026-11-03
Zions Bancorporation, National Association
DECREASED
Shares150 from 168
Change-18 (-11%)
Value$10.0K (-$106)
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.0K (+$978)
Filed 2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$9.3K (+$913)
Filed 2026-10-07
Retirement Wealth Solutions LLC
DECREASED
Shares139 from 149
Change-10 (-7%)
Value$9.3K (+$304)
Filed 2026-10-07
Ascentis Wealth Management, LLC
NEW
Shares129
Change+129
Value$8.6K
Filed 2026-11-03
Ares Financial Consulting, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$8.6K (+$837)
Filed 2026-10-19
Proathlete Wealth Management LLC
NEW
Shares125
Change+125
Value$8.3K
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$8.2K (+$802)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares104
Change+104
Value$6.9K
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.7K (+$652)
Filed 2026-11-03
Ninety One UK Ltd
INCREASED
Shares89 from 76
Change+13 (+17%)
Value$5.9K (+$1.4K)
Filed 2026-10-15
Bell Investment Advisors, Inc
DECREASED
Shares86 from 93
Change-7 (-8%)
Value$5.7K (+$139)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares80
Change+80
Value$5.4K
Filed 2026-11-05
Asset Planning,Inc
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$5.3K (+$515)
Filed 2026-10-26
Blue Trust, Inc.
DECREASED
Shares77 from 1,587
Change-1,510 (-95%)
Value$5.1K (-$90.4K)
Filed 2026-10-15
Sterling Capital Management LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$4.6K (+$450)
Filed 2026-10-22
Signature Equity Partners, LLC
DECREASED
Shares50 from 104
Change-54 (-52%)
Value$3.3K (-$2.9K)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares44
Change+44
Value$2.9K
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares43
Change+43
Value$2.9K
Filed 2026-11-03
Albion Financial Group
NEW
Shares34
Change+34
Value$2.3K
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares32 from 20
Change+12 (+60%)
Value$2.1K (+$931)
Filed 2026-10-20
North Star Investment Management Corp.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.1K (+$209)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.9K (+$189)
Filed 2026-11-05
Addison Advisors LLC
NEW
Shares26
Change+26
Value$1.7K
Filed 2026-11-06
MV Capital Management, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.6K (+$156)
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.6K (+$157)
Filed 2026-11-04
Quent Capital, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.4K (+$18)
Filed 2026-11-09
Jnba Financial Advisors
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.5K (+$144)
Filed 2026-11-03
Trust Co of Vermont
NEW
Shares20
Change+20
Value$1.3K
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.2K (+$118)
Filed 2026-11-03
Planning Strategies Inc.
NEW
Shares17
Change+17
Value$1.1K
Filed 2026-10-02
Fortitude Family Office, LLC
NEW
Shares16
Change+16
Value$1.1K
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.0K (+$98)
Filed 2026-11-05
Rakuten Securities, Inc.
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$934 (+$31)
Filed 2026-11-02
American Capital Advisory, LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$935 (+$31)
Filed 2026-10-28
CoreCap Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$868 (+$85)
Filed 2026-10-08
Burk Holdings LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$667 (+$65)
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares8 from 4
Change+4 (+100%)
Value$534 (+$293)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$534 (+$52)
Filed 2026-10-14
Center for Financial Planning, Inc.
NEW
Shares7
Change+7
Value$467
Filed 2026-10-26
StrongBox Wealth, LLC
NEW
Shares3
Change+3
Value$200
Filed 2026-11-02
Gilpin Wealth Management, LLC
NEW
Shares2
Change+2
Value$134
Filed 2026-10-09
Abound Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$134 (+$13)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 21,712
Change-21,712 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-09
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 21,672
Change-21,672 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Imc-Chicago, LLC
CLOSED
Shares0 from 16,172
Change-16,172 (-100%)
Value$0 (-$973.9K)
Filed 2026-11-05
Pzena Investment Management LLC
CLOSED
Shares0 from 8,180
Change-8,180 (-100%)
Value$0 (-$492.6K)
Filed 2026-10-30
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 7,902
Change-7,902 (-100%)
Value$0 (-$475.9K)
Filed 2026-10-07
Fractal Investments LLC
CLOSED
Shares0 from 4,800
Change-4,800 (-100%)
Value$0 (-$289.1K)
Filed 2026-10-28
Revisor Wealth Management LLC
CLOSED
Shares0 from 4,113
Change-4,113 (-100%)
Value$0 (-$247.7K)
Filed 2026-10-20
Phoenix Financial Ltd.
CLOSED
Shares0 from 3,460
Change-3,460 (-100%)
Value$0 (-$207.7K)
Filed 2026-11-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$72.3K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-16
Bayforest Capital Ltd
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-03
Rossby Financial, LCC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-04
Caldwell Trust Co
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$723)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$701)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$302)
Filed 2026-10-27
FMR LLC
N/A
Shares— from 11,391,416
Change-11,391,416 (-100%)
Value—
Maple Rock Capital Partners Inc.
N/A
Shares— from 2,190,860
Change-2,190,860 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,503,680
Change-1,503,680 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,471,254
Change-1,471,254 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,299,500
Change-1,299,500 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 1,290,147
Change-1,290,147 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 934,168
Change-934,168 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 828,040
Change-828,040 (-100%)
Value—
Man Group plc
N/A
Shares— from 756,328
Change-756,328 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 525,303
Change-525,303 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 495,593
Change-495,593 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 473,013
Change-473,013 (-100%)
Value—
Merewether Investment Management, LP
N/A
Shares— from 391,406
Change-391,406 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 368,871
Change-368,871 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 350,450
Change-350,450 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 345,508
Change-345,508 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 339,907
Change-339,907 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 316,595
Change-316,595 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 262,470
Change-262,470 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 237,746
Change-237,746 (-100%)
Value—
Robotti Robert
N/A
Shares— from 236,658
Change-236,658 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 234,621
Change-234,621 (-100%)
Value—
JB Capital Partners LP
N/A
Shares— from 205,000
Change-205,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 203,703
Change-203,703 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 186,723
Change-186,723 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 185,497
Change-185,497 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 182,981
Change-182,981 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 163,755
Change-163,755 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 136,860
Change-136,860 (-100%)
Value—
UBS Group AG
N/A
Shares— from 135,087
Change-135,087 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 130,153
Change-130,153 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 129,479
Change-129,479 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 125,706
Change-125,706 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 111,234
Change-111,234 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 101,197
Change-101,197 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 94,977
Change-94,977 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 85,737
Change-85,737 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 85,124
Change-85,124 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 84,030
Change-84,030 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 83,890
Change-83,890 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 81,000
Change-81,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 60,799
Change-60,799 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 58,452
Change-58,452 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 57,786
Change-57,786 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 57,265
Change-57,265 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 55,487
Change-55,487 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 51,156
Change-51,156 (-100%)
Value—
State Street Corp
N/A
Shares— from 50,264
Change-50,264 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 48,542
Change-48,542 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 47,151
Change-47,151 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 45,370
Change-45,370 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,881
Change-44,881 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 41,258
Change-41,258 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 39,914
Change-39,914 (-100%)
Value—
Mmcap International Inc. SPC
N/A
Shares— from 37,668
Change-37,668 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 34,564
Change-34,564 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 34,488
Change-34,488 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 33,769
Change-33,769 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 33,766
Change-33,766 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 31,892
Change-31,892 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 31,598
Change-31,598 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 31,576
Change-31,576 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 30,900
Change-30,900 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 30,615
Change-30,615 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 26,614
Change-26,614 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,035
Change-23,035 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 22,155
Change-22,155 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 21,764
Change-21,764 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,611
Change-20,611 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 19,371
Change-19,371 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 19,361
Change-19,361 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,943
Change-18,943 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 18,328
Change-18,328 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,398
Change-17,398 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 15,709
Change-15,709 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 15,601
Change-15,601 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,585
Change-15,585 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,561
Change-15,561 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 15,371
Change-15,371 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 15,049
Change-15,049 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 13,992
Change-13,992 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,538
Change-12,538 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
Marnell Management LLC
N/A
Shares— from 12,188
Change-12,188 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 12,058
Change-12,058 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,508
Change-9,508 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 9,316
Change-9,316 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 8,230
Change-8,230 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,205
Change-8,205 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 8,154
Change-8,154 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 7,561
Change-7,561 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,883
Change-6,883 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,396
Change-6,396 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 5,589
Change-5,589 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,648
Change-4,648 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 964
Change-964 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 444
Change-444 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 426
Change-426 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 409
Change-409 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 401
Change-401 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 243
Change-243 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 238
Change-238 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 132
Change-132 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 112
Change-112 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 75
Change-75 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 36
Change-36 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Motco
N/A
Shares— from 15
Change-15 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED3,067,9913,253,361-185,370-6%$195.9M$204.8M+$8.8M2026-11-04
Bank of New York Mellon Corp
DECREASED720,606942,040-221,434-24%$56.7M$48.1M-$8.6M2026-11-05
Retirement Systems of Alabama
DECREASED510,281674,150-163,869-24%$40.6M$34.1M-$6.5M2026-11-04
Bank of Montreal
INCREASED458,221129,627+328,594+253%$7.8M$30.6M+$22.8M2026-11-09
Carrhae Capital LLP
NEW222,440—+222,440——$14.8M—2026-10-20
Creative Planning
INCREASED206,051177,434+28,617+16%$10.7M$13.8M+$3.1M2026-11-02
Amanah Holdings Trust
UNCHANGED148,000148,00000%$8.9M$9.9M+$965.0K2026-10-23
Hennessy Advisors Inc
DECREASED145,600159,900-14,300-9%$9.6M$9.7M+$88.2K2026-10-28
LPL Financial LLC
DECREASED65,82775,750-9,923-13%$4.6M$4.4M-$168.3K2026-11-06
Hallstatt Advisors L.P.
UNCHANGED63,94963,94900%$3.9M$4.3M+$416.9K2026-11-06
Russell Investments Group, Ltd.
INCREASED44,08530,551+13,534+44%$1.8M$2.9M+$1.1M2026-11-06
Squarepoint Ops LLC
NEW40,591—+40,591——$2.7M—2026-11-09
Signaturefd, LLC
INCREASED36,57035,295+1,275+4%$2.1M$2.4M+$315.2K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED34,50433,868+636+2%$2.0M$2.3M+$263.2K2026-11-06
Citigroup Inc
DECREASED28,54552,428-23,883-46%$3.2M$1.9M-$1.3M2026-11-04
Vise Technologies, Inc.
DECREASED28,02028,560-540-2%$1.7M$1.9M+$150.2K2026-10-29
Crossmark Global Holdings, Inc.
INCREASED25,99225,623+369+1%$1.5M$1.7M+$191.7K2026-10-21
Compass Financial Management LLC
INCREASED24,2618,472+15,789+186%$579.0K$1.6M+$1.0M2026-10-30
Quadrant Capital Group LLC
INCREASED24,24923,495+754+3%$1.4M$1.5M+$124.2K2026-10-20
Diversify Wealth Management, LLC
NEW23,632—+23,632——$1.5M—2026-10-20
Diversify Advisory Services, LLC
NEW23,632—+23,632——$1.5M—2026-10-20
Darwin Wealth Management, LLC
INCREASED22,18021,671+509+2%$1.3M$1.5M+$175.3K2026-11-09
TD Waterhouse Canada Inc.
INCREASED20,64916,491+4,158+25%$978.5K$1.3M+$356.5K2026-10-16
Ritholtz Wealth Management
INCREASED20,49419,792+702+4%$1.2M$1.4M+$175.9K2026-11-05
US Bancorp \de\
INCREASED17,95117,871+80+0%$1.1M$1.2M+$121.9K2026-11-05
Evergreen Capital Management LLC
DECREASED17,12617,708-582-3%$1.1M$1.1M+$76.6K2026-10-23
PNC Financial Services Group, Inc.
INCREASED16,95016,415+535+3%$988.5K$1.1M+$142.8K2026-11-06
Savant Capital, LLC
INCREASED14,3064,552+9,754+214%$276.3K$954.8K+$678.5K2026-11-06
Highland Capital Management, LLC
DECREASED13,85220,227-6,375-32%$1.2M$924.5K-$293.6K2026-10-26
Profund Advisors LLC
INCREASED11,55710,313+1,244+12%$621.0K$771.3K+$150.3K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED11,1138,850+2,263+26%$584.8K$681.2K+$96.4K2026-10-13
Merit Financial Group, LLC
INCREASED10,14810,064+84+1%$606.0K$677.3K+$71.3K2026-11-06
Versant Capital Management, Inc
INCREASED9,8119,513+298+3%$573.0K$654.4K+$81.5K2026-10-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED8,9065,923+2,983+50%$356.7K$594.4K+$237.7K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
NEW8,789—+8,789——$586.6K—2026-10-29
Compound Planning, Inc.
INCREASED8,7327,351+1,381+19%$442.7K$582.8K+$140.1K2026-11-05
Barclays PLC
DECREASED7,5157,648-133-2%$460.6K$501.6K+$41.0K2026-11-06
SYM Financial Corp
INCREASED7,4907,194+296+4%$433.2K$499.9K+$66.6K2026-10-26
Cherokee Insurance Co
UNCHANGED6,9996,99900%$421.5K$467.1K+$45.6K2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED6,9317,392-461-6%$445.1K$462.6K+$17.4K2026-10-29
Park Avenue Securities LLC
DECREASED6,8748,347-1,473-18%$503.0K$458.0K-$45.0K2026-10-26
Contravisory Investment Management, Inc.
DECREASED6,5957,625-1,030-14%$459.2K$440.2K-$19.0K2026-10-13
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED6,5006,400+100+2%$385.4K$433.8K+$48.4K2026-11-04
Aaron Wealth Advisors LLC
INCREASED6,2476,029+218+4%$363.1K$416.9K+$53.9K2026-10-13
Optas, LLC
INCREASED5,8205,664+156+3%$341.1K$388.4K+$47.3K2026-11-09
Keybank National Association
INCREASED5,7414,707+1,034+22%$283.5K$383.2K+$99.7K2026-11-04
Choreo, LLC
INCREASED5,4394,897+542+11%$294.9K$363.0K+$68.1K2026-10-28
Burns Matteson Capital Management, LLC
NEW5,408—+5,408——$360.9K—2026-10-16
QP Wealth Management, LLC
NEW5,396—+5,396——$359.9K—2026-10-20
Atria Investments, Inc
NEW5,360—+5,360——$357.7K—2026-10-15
Ethic Inc.
INCREASED5,3395,205+134+3%$313.5K$356.3K+$42.9K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED5,2284,746+482+10%$300.4K$336.5K+$36.1K2026-11-04
Trust Co of Toledo NA
DECREASED5,2087,331-2,123-29%$441.5K$347.6K-$93.9K2026-10-16
Gamma Investing LLC
INCREASED5,0514,333+718+17%$260.9K$337.1K+$76.2K2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED4,8514,85100%$292.1K$323.8K+$31.6K2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED4,8004,80000%$289.1K$320.4K+$31.3K2026-10-05
Carrera Capital Advisors
DECREASED4,7715,791-1,020-18%$348.7K$318.4K-$30.3K2026-11-03
HB Wealth Management, LLC
INCREASED4,7183,788+930+25%$228.1K$314.9K+$86.8K2026-10-23
Truist Financial Corp
INCREASED4,6464,186+460+11%$252.1K$310.1K+$58.0K2026-10-30
Gallacher Capital Management LLC
DECREASED4,6097,926-3,317-42%$477.3K$307.6K-$169.7K2026-10-30
Abel Hall, LLC
DECREASED4,2034,221-180%$254.2K$280.5K+$26.3K2026-10-19
Clearstead Advisors, LLC
INCREASED4,0613,392+669+20%$204.3K$270.9K+$66.6K2026-11-06
Farther Finance Advisors, LLC
INCREASED3,9493,569+380+11%$214.9K$263.6K+$48.7K2026-10-08
May Hill Capital, LLC
INCREASED3,9093,482+427+12%$209.7K$260.9K+$51.2K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED3,7522,851+901+32%$171.7K$250.4K+$78.7K2026-11-04
Anchyra Partners LLC
NEW3,702—+3,702——$247.1K—2026-10-13
Assetmark, Inc
INCREASED3,6453,011+634+21%$181.3K$243.3K+$61.9K2026-10-21
Moody National Bank Trust Division
INCREASED3,6063,411+195+6%$205.4K$240.7K+$35.3K2026-10-06
PDS Planning, Inc
DECREASED3,3373,344-70%$201.4K$222.7K+$21.3K2026-11-03
Brighton Jones LLC
NEW3,277—+3,277——$218.7K—2026-11-03
Personal CFO Solutions, LLC
NEW3,143—+3,143——$209.7K—2026-11-06
Parallel Advisors, LLC
INCREASED3,1072,734+373+14%$164.7K$207.3K+$42.7K2026-11-03
Knights of Columbus Asset Advisors LLC
DECREASED2,7173,476-759-22%$209.3K$181.3K-$28.0K2026-11-05
Rothwell Investment Advisors, LLC
NEW1,892—+1,892——$126.2K—2026-11-06
Cromwell Holdings LLC
UNCHANGED1,8601,86000%$112.0K$124.1K+$12.1K2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED1,6471,610+37+2%$97.0K$109.9K+$13.0K2026-10-27
GK Wealth Management LLC
DECREASED1,4146,780-5,366-79%$408.3K$94.4K-$313.9K2026-10-09
Allworth Financial LP
INCREASED1,2161,145+71+6%$68.9K$73.3K+$4.3K2026-11-06
True Wealth Design, LLC
INCREASED1,0571,034+23+2%$62.3K$70.5K+$8.3K2026-10-13
Summit Securities Group LLC
NEW958—+958——$63.9K—2026-11-05
Owl Creek Wealth Partners LLC
INCREASED701679+22+3%$40.9K$46.8K+$5.9K2026-10-20
Essential Partners LLC
UNCHANGED64264200%$38.7K$42.8K+$4.2K2026-10-14
Salomon & Ludwin, LLC
UNCHANGED54654600%$32.4K$36.4K+$4.1K2026-10-29
Fifth Third Bancorp
INCREASED507466+41+9%$28.1K$33.8K+$5.8K2026-11-05
Grove Bank & Trust
UNCHANGED47447400%$28.5K$31.6K+$3.1K2026-10-08
Financial Consulate, Inc
INCREASED410333+77+23%$20.1K$27.4K+$7.3K2026-10-23
TD Private Client Wealth LLC
INCREASED393267+126+47%$16.1K$26.2K+$10.1K2026-10-28
Mather Group, Llc.
INCREASED321149+172+115%$9.0K$21.4K+$12.5K2026-10-14
Root Financial Partners, LLC
NEW320—+320——$21.4K—2026-10-21
SJS Investment Consulting Inc.
UNCHANGED29329300%$17.6K$19.6K+$1.9K2026-10-26
Larson Financial Group LLC
INCREASED288239+49+21%$14.4K$19.2K+$4.8K2026-11-05
Parkside Financial Bank & Trust
INCREASED287269+18+7%$16.2K$19.2K+$3.0K2026-10-27
Westside Investment Management, Inc.
UNCHANGED28228200%$17.0K$18.2K+$1.2K2026-11-02
WPG Advisers, LLC
UNCHANGED26726700%$16.1K$17.8K+$1.7K2026-10-27
United Financial Planning Group LLC
UNCHANGED26326300%$15.8K$17.6K+$1.7K2026-11-04
Leonteq Securities AG
DECREASED226878-652-74%$52.9K$15.1K-$37.8K2026-10-29
UMB Bank, n.a.
UNCHANGED22222200%$13.4K$14.8K+$1.4K2026-11-06
Bare Financial Services, Inc
INCREASED221178+43+24%$10.7K$14.8K+$4.0K2026-11-04
James T. Borello RIA
UNCHANGED21721700%$13.1K$14.5K+$1.4K2026-10-16
Highline Wealth Partners LLC
INCREASED216206+10+5%$12.4K$14.4K+$2.0K2026-10-19
West Financial Advisors, LLC
NEW210—+210——$14.0K—2026-10-22
IFP Advisors, Inc
DECREASED203334-131-39%$20.1K$13.5K-$6.6K2026-10-16
Provenance Wealth Advisors, LLC
NEW196—+196——$13.1K—2026-10-30
Indiana Trust & Investment Management Co
NEW185—+185——$12.3K—2026-10-22
First Command Advisory Services, Inc.
INCREASED17839+139+356%$2.3K$11.9K+$9.5K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED16216200%$9.8K$10.8K+$1.1K2026-11-03
Zions Bancorporation, National Association
DECREASED150168-18-11%$10.1K$10.0K-$1062026-11-06
Spire Wealth Management
UNCHANGED15015000%$9.0K$10.0K+$9782026-10-30
Elevation Wealth Partners, LLC
UNCHANGED14014000%$8.4K$9.3K+$9132026-10-07
Retirement Wealth Solutions LLC
DECREASED139149-10-7%$9.0K$9.3K+$3042026-10-07
Ascentis Wealth Management, LLC
NEW129—+129——$8.6K—2026-11-03
Ares Financial Consulting, LLC
UNCHANGED12812800%$7.7K$8.6K+$8372026-10-19
Proathlete Wealth Management LLC
NEW125—+125——$8.3K—2026-10-15
Creative Financial Designs Inc
UNCHANGED12312300%$7.4K$8.2K+$8022026-11-04
Elyxium Wealth, LLC
NEW104—+104——$6.9K—2026-10-27
Montgomery Financial Services LLC
UNCHANGED10010000%$6.0K$6.7K+$6522026-11-03
Ninety One UK Ltd
INCREASED8976+13+17%$4.6K$5.9K+$1.4K2026-10-15
Bell Investment Advisors, Inc
DECREASED8693-7-8%$5.6K$5.7K+$1392026-10-29
Jacobi Capital Management LLC
NEW80—+80——$5.4K—2026-11-05
Asset Planning,Inc
UNCHANGED797900%$4.8K$5.3K+$5152026-10-26
Blue Trust, Inc.
DECREASED771,587-1,510-95%$95.6K$5.1K-$90.4K2026-10-15
Sterling Capital Management LLC
UNCHANGED696900%$4.2K$4.6K+$4502026-10-22
Signature Equity Partners, LLC
DECREASED50104-54-52%$6.3K$3.3K-$2.9K2026-10-29
UMB Private Wealth Management, LLC
NEW44—+44——$2.9K—2026-10-19
Ascentis Independent Advisors
NEW43—+43——$2.9K—2026-11-03
Albion Financial Group
NEW34—+34——$2.3K—2026-10-21
Physician Wealth Advisors, Inc.
INCREASED3220+12+60%$1.2K$2.1K+$9312026-10-20
North Star Investment Management Corp.
UNCHANGED323200%$1.9K$2.1K+$2092026-10-27
Central Trust Co
UNCHANGED292900%$1.7K$1.9K+$1892026-11-05
Addison Advisors LLC
NEW26—+26——$1.7K—2026-11-06
MV Capital Management, Inc.
UNCHANGED242400%$1.4K$1.6K+$1562026-10-29
Nemes Rush Group LLC
UNCHANGED242400%$1.4K$1.6K+$1572026-11-04
Quent Capital, LLC
UNCHANGED232300%$1.4K$1.4K+$182026-11-09
Jnba Financial Advisors
UNCHANGED222200%$1.3K$1.5K+$1442026-11-03
Trust Co of Vermont
NEW20—+20——$1.3K—2026-10-21
Asset Dedication, LLC
UNCHANGED181800%$1.1K$1.2K+$1182026-11-03
Planning Strategies Inc.
NEW17—+17——$1.1K—2026-10-02
Fortitude Family Office, LLC
NEW16—+16——$1.1K—2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED151500%$903$1.0K+$982026-11-05
Rakuten Securities, Inc.
DECREASED1415-1-7%$903$934+$312026-11-02
American Capital Advisory, LLC
DECREASED1415-1-7%$904$935+$312026-10-28
CoreCap Advisors, LLC
UNCHANGED131300%$783$868+$852026-10-08
Burk Holdings LLC
UNCHANGED101000%$602$667+$652026-11-05
Monetary Solutions, Ltd
INCREASED84+4+100%$241$534+$2932026-10-22
Triumph Capital Management
UNCHANGED8800%$482$534+$522026-10-14
Center for Financial Planning, Inc.
NEW7—+7——$467—2026-10-26
StrongBox Wealth, LLC
NEW3—+3——$200—2026-11-02
Gilpin Wealth Management, LLC
NEW2—+2——$134—2026-10-09
Abound Wealth Management
UNCHANGED2200%$121$134+$132026-10-26
Legacy Wealth Asset Management, LLC
CLOSED021,712-21,712-100%$1.3M$0-$1.3M2026-10-09
Axxcess Wealth Management, LLC
CLOSED021,672-21,672-100%$1.3M$0-$1.3M2026-10-21
Imc-Chicago, LLC
CLOSED016,172-16,172-100%$973.9K$0-$973.9K2026-11-05
Pzena Investment Management LLC
CLOSED08,180-8,180-100%$492.6K$0-$492.6K2026-10-30
FIG Financial Advisory Services Inc
CLOSED07,902-7,902-100%$475.9K$0-$475.9K2026-10-07
Fractal Investments LLC
CLOSED04,800-4,800-100%$289.1K$0-$289.1K2026-10-28
Revisor Wealth Management LLC
CLOSED04,113-4,113-100%$247.7K$0-$247.7K2026-10-20
Phoenix Financial Ltd.
CLOSED03,460-3,460-100%$207.7K$0-$207.7K2026-11-09
Institute for Wealth Management, Llc.
CLOSED01,200-1,200-100%$72.3K$0-$72.3K2026-11-06
Cornerstone Planning Group LLC
CLOSED0237-237-100%$15.8K$0-$15.8K2026-10-16
Bayforest Capital Ltd
CLOSED052-52-100%$3.1K$0-$3.1K2026-11-03
Rossby Financial, LCC
CLOSED025-25-100%$1.5K$0-$1.5K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED024-24-100%$1.4K$0-$1.4K2026-11-04
Caldwell Trust Co
CLOSED021-21-100%$1.3K$0-$1.3K2026-10-30
Trifecta Capital Advisors, LLC
CLOSED012-12-100%$723$0-$7232026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED012-12-100%$701$0-$7012026-10-16
Cassaday & Co Wealth Management LLC
CLOSED05-5-100%$302$0-$3022026-10-27
FMR LLC
N/A—11,391,416-11,391,416-100%$686.0M———
Maple Rock Capital Partners Inc.
N/A—2,190,860-2,190,860-100%$131.9M———
Morgan Stanley
N/A—1,503,680-1,503,680-100%$90.6M———
BlackRock, Inc.
N/A—1,471,254-1,471,254-100%$88.6M———
Goldman Sachs Group Inc
N/A—1,299,500-1,299,500-100%$78.3M———
Castle Hook Partners LP
N/A—1,290,147-1,290,147-100%$77.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—934,168-934,168-100%$56.3M———
American Century Companies Inc
N/A—828,040-828,040-100%$49.9M———
Man Group plc
N/A—756,328-756,328-100%$45.5M———
Bank of America Corp
N/A—525,303-525,303-100%$31.6M———
Scopus Asset Management, L.P.
N/A—500,000-500,000-100%$30.1M———
Northern Trust Corp
N/A—495,593-495,593-100%$29.8M———
Van Eck Associates Corp
N/A—473,013-473,013-100%$28.5M———
Merewether Investment Management, LP
N/A—391,406-391,406-100%$23.6M———
Quantinno Capital Management LP
N/A—368,871-368,871-100%$22.2M———
Capital Wealth Planning, LLC
N/A—350,450-350,450-100%$21.1M———
Royal Bank of Canada
N/A—345,508-345,508-100%$20.8M———
AQR Capital Management LLC
N/A—339,907-339,907-100%$20.5M———
Balyasny Asset Management L.P.
N/A—316,595-316,595-100%$19.1M———
Albar Capital Partners LLP
N/A—262,470-262,470-100%$15.8M———
Millennium Management LLC
N/A—237,746-237,746-100%$14.3M———
Robotti Robert
N/A—236,658-236,658-100%$14.3M———
JPMorgan Chase & Co
N/A—234,621-234,621-100%$14.0M———
JB Capital Partners LP
N/A—205,000-205,000-100%$12.3M———
Cerity Partners LLC
N/A—203,703-203,703-100%$12.3M———
Point72 Asset Management, L.P.
N/A—186,723-186,723-100%$11.2M———
Citadel Advisors LLC
N/A—185,497-185,497-100%$11.2M———
Jane Street Group, LLC
N/A—182,981-182,981-100%$11.0M———
SummitTX Capital, L.P.
N/A—163,755-163,755-100%$9.9M———
Charles Schwab Investment Management Inc
N/A—136,860-136,860-100%$8.2M———
UBS Group AG
N/A—135,087-135,087-100%$8.1M———
Wellington Management Group LLP
N/A—130,153-130,153-100%$7.8M———
Neuberger Berman Group LLC
N/A—129,479-129,479-100%$7.8M———
XTX Topco Ltd
N/A—125,706-125,706-100%$7.6M———
Capital Fund Management S.A.
N/A—111,234-111,234-100%$6.7M———
D. E. Shaw & Co., Inc.
N/A—101,197-101,197-100%$6.1M———
Peak6 LLC
N/A—94,977-94,977-100%$5.7M———
SEI Investments Co
N/A—85,737-85,737-100%$5.2M———
Envestnet Asset Management Inc
N/A—85,124-85,124-100%$5.1M———
Mercer Global Advisors Inc
N/A—84,030-84,030-100%$5.1M———
QRG Capital Management, Inc.
N/A—83,890-83,890-100%$5.1M———
Icon Advisers Inc
N/A—81,000-81,000-100%$4.9M———
O'shaughnessy Asset Management, LLC
N/A—60,799-60,799-100%$3.7M———
BW Gestao de Investimentos Ltda.
N/A—58,452-58,452-100%$3.5M———
First Trust Advisors LP
N/A—57,786-57,786-100%$3.5M———
Nuveen, LLC
N/A—57,265-57,265-100%$3.4M———
Wells Fargo & Company
N/A—55,487-55,487-100%$3.3M———
Natixis Advisors, LLC
N/A—51,156-51,156-100%$3.1M———
State Street Corp
N/A—50,264-50,264-100%$3.0M———
Raymond James Financial Inc
N/A—48,542-48,542-100%$2.9M———
Engineers Gate Manager LP
N/A—47,151-47,151-100%$2.8M———
Evolve Private Wealth, LLC
N/A—45,370-45,370-100%$2.7M———
Mariner, LLC
N/A—44,881-44,881-100%$2.7M———
Senator Investment Group LP
N/A—41,258-41,258-100%$2.5M———
Vanguard Personalized Indexing Management, LLC
N/A—39,914-39,914-100%$2.4M———
Mmcap International Inc. SPC
N/A—37,668-37,668-100%$2.3M———
Integrated Quantitative Investments LLC
N/A—34,564-34,564-100%$2.1M———
New York State Common Retirement Fund
N/A—34,488-34,488-100%$2.1M———
Hantz Financial Services, Inc.
N/A—33,769-33,769-100%$2.0M———
Pathstone Holdings, LLC
N/A—33,766-33,766-100%$2.0M———
Tudor Investment Corp ET AL
N/A—31,892-31,892-100%$1.9M———
Boothbay Fund Management, LLC
N/A—31,598-31,598-100%$1.9M———
Hartree Partners, LP
N/A—31,576-31,576-100%$1.9M———
Barometer Capital Management Inc.
N/A—30,900-30,900-100%$1.9M———
Qube Research & Technologies Ltd
N/A—30,615-30,615-100%$1.8M———
Holocene Advisors, LP
N/A—26,614-26,614-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—23,035-23,035-100%$1.4M———
Causeway Capital Management LLC
N/A—22,155-22,155-100%$1.3M———
Vident Advisory, LLC
N/A—21,764-21,764-100%$1.3M———
Ameriprise Financial Inc
N/A—20,611-20,611-100%$1.2M———
Salt Holding Corp.
N/A—19,700-19,700-100%$1.2M———
Himension Capital (Singapore) Pte. Ltd.
N/A—19,371-19,371-100%$1.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—19,361-19,361-100%$1.2M———
IEQ Capital, LLC
N/A—18,943-18,943-100%$1.1M———
DRW Securities, LLC
N/A—18,328-18,328-100%$1.1M———
Focus Partners Wealth
N/A—17,398-17,398-100%$1.0M———
Twin Tree Management, LP
N/A—15,709-15,709-100%$946.0K———
Havemeyer Place LP
N/A—15,601-15,601-100%$939.5K———
Stifel Financial Corp
N/A—15,585-15,585-100%$938.5K———
MML Investors Services, LLC
N/A—15,561-15,561-100%$937.1K———
Recurrent Investment Advisors LLC
N/A—15,371-15,371-100%$810.4K———
Sivia Capital Partners, LLC
N/A—15,049-15,049-100%$906.3K———
Callan Family Office, LLC
N/A—13,992-13,992-100%$842.6K———
Dynasty Wealth Management, LLC
N/A—13,631-13,631-100%$820.9K———
United Capital Financial Advisors, LLC
N/A—12,558-12,558-100%$756.2K———
NewEdge Advisors, LLC
N/A—12,538-12,538-100%$755.0K———
Cetera Investment Advisers
N/A—12,429-12,429-100%$748.5K———
Marnell Management LLC
N/A—12,188-12,188-100%$734.0K———
Verition Fund Management LLC
N/A—12,058-12,058-100%$726.1K———
Caprock Group, LLC
N/A—12,025-12,025-100%$724.2K———
Leavell Investment Management, Inc.
N/A—10,847-10,847-100%$653.2K———
Syon Capital LLC
N/A—10,378-10,378-100%$625.0K———
Invesco Ltd.
N/A—10,356-10,356-100%$623.6K———
UBS Asset Management Americas LLC
N/A—10,332-10,332-100%$622.2K———
Oasis Management Co Ltd.A
N/A—10,000-10,000-100%$602.2K———
Keebeck Wealth Management
N/A—9,802-9,802-100%$590.4K———
Private Advisor Group, LLC
N/A—9,752-9,752-100%$587.3K———
GeoWealth Management, LLC
N/A—9,508-9,508-100%$572.6K———
Walleye Capital LLC
N/A—9,316-9,316-100%$561.0K———
Atlas Capital Advisors Inc.
N/A—8,230-8,230-100%$495.6K———
Venturi Wealth Management, LLC
N/A—8,220-8,220-100%$495.0K———
Rhumbline Advisers
N/A—8,205-8,205-100%$494.2K———
BNP Paribas Financial Markets
N/A—8,203-8,203-100%$494.0K———
Voloridge Investment Management, LLC
N/A—8,154-8,154-100%$491.0K———
Arax Advisory Partners
N/A—8,080-8,080-100%$486.5K———
Legacy Capital Group California, Inc.
N/A—7,561-7,561-100%$455.3K———
Osaic Holdings, Inc.
N/A—7,556-7,556-100%$455.1K———
Summit Trail Advisors, LLC
N/A—7,521-7,521-100%$453.0K———
HighTower Advisors, LLC
N/A—7,412-7,412-100%$446.4K———
Rockefeller Capital Management L.P.
N/A—7,139-7,139-100%$430.0K———
Dorsey & Whitney Trust Co LLC
N/A—6,943-6,943-100%$418.1K———
Federation des caisses Desjardins du Quebec
N/A—6,883-6,883-100%$414.5K———
Tidal Investments LLC
N/A—6,559-6,559-100%$395.0K———
Glenmede Trust Co NA
N/A—6,396-6,396-100%$385.2K———
Smartleaf Asset Management LLC
N/A—6,178-6,178-100%$368.7K———
Guggenheim Capital LLC
N/A—6,031-6,031-100%$363.2K———
Captrust Financial Advisors
N/A—5,900-5,900-100%$355.3K———
Jackson Thornton Wealth Management, LLC
N/A—5,589-5,589-100%$336.6K———
M&T Bank Corp
N/A—5,509-5,509-100%$331.8K———
Susquehanna International Group, LLP
N/A—5,056-5,056-100%$304.5K———
Independent Advisor Alliance
N/A—5,000-5,000-100%$301.1K———
JMN Financial LLC
N/A—4,813-4,813-100%$289.8K———
Jones Financial Companies Lllp
N/A—4,693-4,693-100%$281.0K———
Orion Porfolio Solutions, LLC
N/A—4,648-4,648-100%$279.9K———
Nine Masts Capital Ltd
N/A—4,610-4,610-100%$277.6K———
Ballentine Partners, LLC
N/A—4,503-4,503-100%$271.2K———
EP Wealth Advisors, LLC
N/A—4,413-4,413-100%$265.8K———
Pure Financial Advisors, LLC
N/A—4,385-4,385-100%$264.1K———
Regal Investment Advisors LLC
N/A—4,247-4,247-100%$255.8K———
West Family Investments, Inc.
N/A—4,195-4,195-100%$252.6K———
Basecamp Wealth Advisors LLC
N/A—3,891-3,891-100%$234.3K———
Bayesian Capital Management, LP
N/A—3,835-3,835-100%$230.9K———
Kingsview Wealth Management, LLC
N/A—3,571-3,571-100%$215.0K———
Janney Montgomery Scott LLC
N/A—3,503-3,503-100%$211.0K———
MAI Capital Management
N/A—3,420-3,420-100%$206.0K———
Flatrock Wealth Partners LLC
N/A—3,352-3,352-100%$201.9K———
Global Retirement Partners, LLC
N/A—3,339-3,339-100%$201.1K———
Corient IA LP
N/A—1,980-1,980-100%$119.2K———
Rothschild Investment LLC
N/A—1,885-1,885-100%$113.5K———
National Bank of Canada
N/A—964-964-100%$58.1K———
Harbour Investments, Inc.
N/A—696-696-100%$41.9K———
Brown Brothers Harriman & Co
N/A—444-444-100%$26.7K———
Bessemer Group Inc
N/A—426-426-100%$23.0K———
Northwestern Mutual Wealth Management Co
N/A—409-409-100%$24.6K———
Fiduciary Financial Advisors
N/A—401-401-100%$24.1K———
Bruce G. Allen Investments, LLC
N/A—397-397-100%$23.9K———
Boreal Capital Management LLC
N/A—313-313-100%$18.9K———
Kilter Group LLC
N/A—248-248-100%$14.9K———
PlanVest Financial, Inc
N/A—243-243-100%$14.6K———
C M Bidwell & Associates LTD
N/A—238-238-100%$14.3K———
Continuum Advisory, LLC
N/A—160-160-100%$9.6K———
Raffa Wealth Management, LLC
N/A—149-149-100%$9.0K———
Tower Research Capital LLC (TRC)
N/A—132-132-100%$7.9K———
Huntington National Bank
N/A—112-112-100%$6.7K———
JPL Wealth Management, LLC
N/A—110-110-100%$6.6K———
IMA Advisory Services, Inc.
N/A—93-93-100%$5.6K———
Steward Partners Investment Advisory, LLC
N/A—92-92-100%$5.6K———
GW&K Investment Management, LLC
N/A—90-90-100%$5———
Cornerstone Financial Management LLC
N/A—76-76-100%$4.6K———
SHP Wealth Management
N/A—75-75-100%$4.5K———
Manning & Napier Advisors LLC
N/A—72-72-100%$4.3K———
Synergy Investment Management, LLC
N/A—65-65-100%$4.3K———
Beaird Harris Wealth Management, LLC
N/A—60-60-100%$3.6K———
BOK Financial Private Wealth, Inc.
N/A—49-49-100%$3.0K———
Penserra Capital Management LLC
N/A—48-48-100%$2———
WealthCollab, LLC
N/A—41-41-100%$2.5K———
Ninepoint Partners LP
N/A—36-36-100%$2.2K———
Allied Private Wealth LLC
N/A—32-32-100%$2.0K———
Transamerica Financial Advisors, LLC
N/A—30-30-100%$1.8K———
Horizon Investments, LLC
N/A—27-27-100%$1.6K———
Geneos Wealth Management Inc.
N/A—26-26-100%$1.6K———
Price T Rowe Associates Inc
N/A—23-23-100%$2———
BFC Planning, Inc.
N/A—22-22-100%$1.3K———
ST Germain D J Co Inc
N/A—19-19-100%$1.1K———
HighMark Wealth Management LLC
N/A—18-18-100%$1.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—17-17-100%$1.0K———
Ameriflex Group, Inc.
N/A—15-15-100%$903———
Motco
N/A—15-15-100%$903———
LRI Investments, LLC
N/A—13-13-100%$783———
Highland Investment Advisors LLC
N/A—12-12-100%$723———
Bogart Wealth, LLC
N/A—9-9-100%$542———
TD Capital Management LLC
N/A—8-8-100%$484———
Marshall Investment Management, LLC
N/A—7-7-100%$422———
Godfrey Financial Associates, Inc.
N/A—4-4-100%$241———
Showing 350 of 350 institutions