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ARM Holdings PLC (ARM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alphabet Inc.
UNCHANGED
Shares1,960,784 from 1,960,784
Change0 (0%)
Value$568.0M (-$127.3M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares948,554 from 661,355
Change+287,199 (+43%)
Value$274.8M (+$40.3M)
Filed 2026-11-06
Robeco Schweiz AG
DECREASED
Shares777,229 from 827,366
Change-50,137 (-6%)
Value$225.1M (-$68.2M)
Filed 2026-10-23
Hyperion Asset Management Ltd
INCREASED
Shares727,273 from 531,331
Change+195,942 (+37%)
Value$210.7M (+$22.3M)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares621,412 from 625,235
Change-3,823 (-1%)
Value$180.0M (-$41.7M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares576,256 from 834,904
Change-258,648 (-31%)
Value$166.9M (-$129.1M)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares421,817 from 412,575
Change+9,242 (+2%)
Value$122.2M (-$24.1M)
Filed 2026-10-29
Congress Asset Management Co
DECREASED
Shares389,126 from 409,049
Change-19,923 (-5%)
Value$112.7M (-$32.3M)
Filed 2026-10-06
Swedbank AB
INCREASED
Shares327,800 from 300,800
Change+27,000 (+9%)
Value$95.0M (-$11.7M)
Filed 2026-10-27
Pacific Heights Asset Management LLC
DECREASED
Shares320,000 from 325,000
Change-5,000 (-2%)
Value$92.7M (-$22.5M)
Filed 2026-11-03
Sustainable Growth Advisers, LP
DECREASED
Shares319,057 from 385,965
Change-66,908 (-17%)
Value$92.4M (-$44.4M)
Filed 2026-10-15
Neos Investment Management LLC
INCREASED
Shares286,066 from 87,397
Change+198,669 (+227%)
Value$82.9M (+$51.9M)
Filed 2026-11-04
AGF Management LTD
INCREASED
Shares277,849 from 1,502
Change+276,347 (+18399%)
Value$80.5M (+$79.9M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares255,952 from 236,313
Change+19,639 (+8%)
Value$74.1M (-$9.7M)
Filed 2026-11-05
Tran Capital Management, L.P.
DECREASED
Shares237,291 from 241,540
Change-4,249 (-2%)
Value$68.7M (-$16.9M)
Filed 2026-10-19
GF Fund Management Co. Ltd.
INCREASED
Shares213,897 from 119,924
Change+93,973 (+78%)
Value$62.0M (+$19.4M)
Filed 2026-10-26
CIBC Asset Management Inc
INCREASED
Shares152,516 from 111,380
Change+41,136 (+37%)
Value$44.2M (+$4.7M)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED
Shares129,595 from 114,025
Change+15,570 (+14%)
Value$37.5M (-$2.9M)
Filed 2026-10-30
Raiffeisen Bank International AG
INCREASED
Shares110,204 from 1,775
Change+108,429 (+6109%)
Value$32.4M (+$31.8M)
Filed 2026-10-28
M & L Capital Management Ltd
NEW
Shares92,300
Change+92,300
Value$26.7M
Filed 2026-10-26
Unicom Systems, Inc.
UNCHANGED
Shares89,000 from 89,000
Change0 (0%)
Value$25.8M (-$5.8M)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares87,410 from 87,222
Change+188 (+0%)
Value$25.3M (-$5.6M)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares86,297 from 84,100
Change+2,197 (+3%)
Value$25.0M (-$4.8M)
Filed 2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares84,909 from 84,359
Change+550 (+1%)
Value$24.6M (-$5.3M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares81,528 from 43,634
Change+37,894 (+87%)
Value$23.6M (+$8.1M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares79,931 from 78,794
Change+1,137 (+1%)
Value$23.2M (-$4.9M)
Filed 2026-10-29
Union Bancaire Privee, UBP SA
INCREASED
Shares79,468 from 34,287
Change+45,181 (+132%)
Value$20.3M (+$9.8M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares67,478 from 81,799
Change-14,321 (-18%)
Value$19.5M (-$9.5M)
Filed 2026-10-21
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares66,000 from 66,345
Change-345 (-1%)
Value$19.1M (-$4.4M)
Filed 2026-11-02
Eurizon Capital SGR S.p.A.
DECREASED
Shares65,495 from 94,959
Change-29,464 (-31%)
Value$19.0M (-$14.6M)
Filed 2026-11-06
Spear Advisors LLC
INCREASED
Shares64,165 from 59,860
Change+4,305 (+7%)
Value$18.6M (-$2.6M)
Filed 2026-10-27
Zevenbergen Capital Investments LLC
INCREASED
Shares62,945 from 60,965
Change+1,980 (+3%)
Value$18.2M (-$3.4M)
Filed 2026-10-08
AMI Asset Management Corp
DECREASED
Shares60,908 from 62,867
Change-1,959 (-3%)
Value$17.6M (-$4.6M)
Filed 2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares60,487 from 53,664
Change+6,823 (+13%)
Value$17.5M (-$1.5M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
NEW
Shares60,364
Change+60,364
Value$17.7M
Filed 2026-10-30
United Capital Management of KS, Inc.
INCREASED
Shares59,579 from 56,993
Change+2,586 (+5%)
Value$17.3M (-$3.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares50,513 from 61,401
Change-10,888 (-18%)
Value$14.6M (-$7.1M)
Filed 2026-11-02
Diversify Wealth Management, LLC
DECREASED
Shares50,068 from 52,208
Change-2,140 (-4%)
Value$12.3M (-$1.6M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares50,068 from 52,208
Change-2,140 (-4%)
Value$12.3M (-$1.6M)
Filed 2026-10-20
iA Global Asset Management Inc.
INCREASED
Shares49,982 from 49,470
Change+512 (+1%)
Value$14.5M (-$3.1M)
Filed 2026-10-29
Pictet Asset Management Holding SA
DECREASED
Shares48,782 from 58,644
Change-9,862 (-17%)
Value$14.1M (-$6.7M)
Filed 2026-11-03
Nixon Peabody Trust Co
INCREASED
Shares48,014 from 47,757
Change+257 (+1%)
Value$13.9M (-$3.0M)
Filed 2026-10-23
Brighton Jones LLC
DECREASED
Shares46,363 from 49,716
Change-3,353 (-7%)
Value$13.4M (-$4.2M)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares45,978 from 43,665
Change+2,313 (+5%)
Value$13.3M (-$2.2M)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares45,623 from 35,472
Change+10,151 (+29%)
Value$13.2M (+$637.9K)
Filed 2026-10-26
Stanley-Laman Group, Ltd.
DECREASED
Shares45,569 from 45,843
Change-274 (-1%)
Value$13.2M (-$3.1M)
Filed 2026-10-20
Daiwa Securities Group Inc.
INCREASED
Shares45,400 from 44,643
Change+757 (+2%)
Value$13.2M (-$2.7M)
Filed 2026-10-29
Global X Japan Co., Ltd.
INCREASED
Shares44,601 from 44,587
Change+14 (+0%)
Value$12.9M (-$2.9M)
Filed 2026-10-21
Maytree Asset Management Ltd
INCREASED
Shares44,222 from 36,364
Change+7,858 (+22%)
Value$12.8M (-$84.2K)
Filed 2026-10-29
Slow Capital, Inc.
DECREASED
Shares42,463 from 43,964
Change-1,501 (-3%)
Value$12.3M (-$3.3M)
Filed 2026-10-23
SEB Asset Management AB
INCREASED
Shares40,000 from 6,118
Change+33,882 (+554%)
Value$11.6M (+$9.4M)
Filed 2026-11-04
Maple Capital Management, Inc.
NEW
Shares39,081
Change+39,081
Value$11.3M
Filed 2026-11-02
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares38,630 from 37,258
Change+1,372 (+4%)
Value$11.2M (-$2.0M)
Filed 2026-10-09
Profund Advisors LLC
DECREASED
Shares34,816 from 35,479
Change-663 (-2%)
Value$10.1M (-$2.5M)
Filed 2026-10-29
LBP AM SA
DECREASED
Shares32,936 from 102,949
Change-70,013 (-68%)
Value$9.5M (-$27.0M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares30,951 from 27,836
Change+3,115 (+11%)
Value$9.0M (-$904.5K)
Filed 2026-10-28
Oppenheimer Asset Management Inc.
INCREASED
Shares30,770 from 28,042
Change+2,728 (+10%)
Value$8.9M (-$1.0M)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares29,972 from 32,277
Change-2,305 (-7%)
Value$8.7M (-$2.8M)
Filed 2026-10-20
Generate Investment Management Ltd
DECREASED
Shares29,556 from 31,878
Change-2,322 (-7%)
Value$8.6M (-$2.7M)
Filed 2026-10-14
Westwood Wealth Management
DECREASED
Shares28,785 from 28,860
Change-75 (0%)
Value$8.3M (-$1.9M)
Filed 2026-10-29
Chicago Capital, LLC
DECREASED
Shares28,260 from 28,679
Change-419 (-1%)
Value$8.2M (-$2.0M)
Filed 2026-10-13
Jackson Square Capital, LLC
DECREASED
Shares27,863 from 28,218
Change-355 (-1%)
Value$8.1M (-$1.9M)
Filed 2026-10-19
Louisiana State Employees Retirement System
INCREASED
Shares27,500 from 27,300
Change+200 (+1%)
Value$8.0M (-$1.7M)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares27,359 from 103,002
Change-75,643 (-73%)
Value$7.7M (-$21.4M)
Filed 2026-10-29
Aegon Asset Management UK PLC
NEW
Shares27,205
Change+27,205
Value$7.9M
Filed 2026-11-04
Baker Chad R
UNCHANGED
Shares24,250 from 24,250
Change0 (0%)
Value$7.0M (-$1.6M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares23,659 from 17,937
Change+5,722 (+32%)
Value$6.9M (+$493.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares23,462 from 34,172
Change-10,710 (-31%)
Value$6.8M (-$5.3M)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares23,313 from 19,214
Change+4,099 (+21%)
Value$6.8M (-$59.9K)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED
Shares23,231 from 23
Change+23,208 (+100904%)
Value$6.7M (+$6.7M)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares22,677 from 4,535
Change+18,142 (+400%)
Value$6.6M (+$5.0M)
Filed 2026-10-15
Imc-Chicago, LLC
DECREASED
Shares21,913 from 76,670
Change-54,757 (-71%)
Value$6.3M (-$20.8M)
Filed 2026-11-05
Defender Capital, Llc.
DECREASED
Shares20,459 from 20,581
Change-122 (-1%)
Value$5.9M (-$1.4M)
Filed 2026-10-01
Bochk Asset Management Ltd
INCREASED
Shares20,432 from 6,700
Change+13,732 (+205%)
Value$5.9M (+$3.5M)
Filed 2026-10-29
Blue Fin Capital, Inc.
INCREASED
Shares20,415 from 20,369
Change+46 (+0%)
Value$5.9M (-$1.3M)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares20,257 from 20,260
Change-3 (0%)
Value$5.9M (-$1.3M)
Filed 2026-11-03
VMS Asset Management Limited
DECREASED
Shares19,705 from 20,200
Change-495 (-2%)
Value$5.7M (-$1.5M)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares19,621 from 16,454
Change+3,167 (+19%)
Value$5.7M (-$150.7K)
Filed 2026-11-04
Asset Management One Co., Ltd.
INCREASED
Shares19,216 from 10,911
Change+8,305 (+76%)
Value$5.6M (+$1.7M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares19,181 from 18,674
Change+507 (+3%)
Value$5.6M (-$695.1K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares18,362 from 17,454
Change+908 (+5%)
Value$5.3M (-$869.7K)
Filed 2026-11-05
Factory Mutual Insurance Co
INCREASED
Shares17,900 from 11,100
Change+6,800 (+61%)
Value$5.2M (+$1.2M)
Filed 2026-10-30
Haven Capital Group, Inc.
DECREASED
Shares17,243 from 17,246
Change-3 (0%)
Value$5.0M (-$1.1M)
Filed 2026-10-13
HWG Holdings LP
NEW
Shares17,036
Change+17,036
Value$4.9M
Filed 2026-10-08
Midwest Professional Planners, Ltd.
INCREASED
Shares16,091 from 15,419
Change+672 (+4%)
Value$4.7M (-$806.1K)
Filed 2026-10-29
Robocap Asset Management Ltd
INCREASED
Shares15,529 from 15,317
Change+212 (+1%)
Value$4.5M (-$932.8K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares15,480 from 15,279
Change+201 (+1%)
Value$4.5M (-$933.5K)
Filed 2026-11-06
Independent Solutions Wealth Management, LLC
INCREASED
Shares15,163 from 14,873
Change+290 (+2%)
Value$4.4M (-$881.4K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares14,784 from 15,107
Change-323 (-2%)
Value$4.3M (-$1.1M)
Filed 2026-10-08
China Universal Asset Management Co., Ltd.
INCREASED
Shares14,724 from 13,683
Change+1,041 (+8%)
Value$4.3M (-$527.7K)
Filed 2026-10-28
Rakuten Securities, Inc.
INCREASED
Shares14,373 from 10,810
Change+3,563 (+33%)
Value$4.2M (+$330.4K)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares14,243 from 19,141
Change-4,898 (-26%)
Value$4.1M (-$2.7M)
Filed 2026-10-27
Ascent Wealth Partners, LLC
INCREASED
Shares13,866 from 13,357
Change+509 (+4%)
Value$4.0M (-$745.1K)
Filed 2026-10-23
Corps Capital Advisors, LLC
UNCHANGED
Shares13,815 from 13,815
Change0 (0%)
Value$4.0M (-$896.7K)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED
Shares12,551 from 100,180
Change-87,629 (-87%)
Value$3.6M (-$31.9M)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares12,540 from 11,856
Change+684 (+6%)
Value$3.6M (-$571.4K)
Filed 2026-10-22
Vontobel Holding Ltd.
DECREASED
Shares12,469 from 21,914
Change-9,445 (-43%)
Value$3.6M (-$4.2M)
Filed 2026-10-16
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$3.5M (-$778.9K)
Filed 2026-10-19
Simplicity Wealth,LLC
DECREASED
Shares11,730 from 11,880
Change-150 (-1%)
Value$3.4M (-$814.6K)
Filed 2026-10-23
Covea Finance
INCREASED
Shares11,583 from 6,283
Change+5,300 (+84%)
Value$3.4M (+$1.1M)
Filed 2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares11,466 from 11,467
Change-1 (0%)
Value$3.3M (-$744.6K)
Filed 2026-10-21
Hoey Investments, Inc
DECREASED
Shares11,002 from 13,944
Change-2,942 (-21%)
Value$3.2M (-$1.8M)
Filed 2026-10-29
Laurion Capital Management LP
NEW
Shares10,901
Change+10,901
Value$3.2M
Filed 2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares10,804 from 10,814
Change-10 (0%)
Value$3.1M (-$704.8K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares10,712 from 8,404
Change+2,308 (+27%)
Value$3.1M (+$123.0K)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares10,338 from 2,790
Change+7,548 (+271%)
Value$3.0M (+$2.0M)
Filed 2026-11-06
Quantum Private Wealth, LLC
DECREASED
Shares10,288 from 10,475
Change-187 (-2%)
Value$3.0M (-$734.1K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
DECREASED
Shares10,227 from 10,689
Change-462 (-4%)
Value$3.0M (-$828.8K)
Filed 2026-10-26
Lazard Freres Gestion S.A.S.
DECREASED
Shares10,030 from 12,430
Change-2,400 (-19%)
Value$2.9M (-$1.5M)
Filed 2026-11-03
Leonteq Securities AG
DECREASED
Shares9,737 from 12,272
Change-2,535 (-21%)
Value$2.8M (-$1.5M)
Filed 2026-10-29
Paragon Capital Management Inc
DECREASED
Shares9,451 from 10,236
Change-785 (-8%)
Value$2.7M (-$891.8K)
Filed 2026-10-15
Willner & Heller, LLC
UNCHANGED
Shares9,021 from 9,021
Change0 (0%)
Value$2.6M (-$585.6K)
Filed 2026-10-28
Tower View Wealth Management LLC
INCREASED
Shares8,843 from 8,313
Change+530 (+6%)
Value$2.6M (-$386.1K)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares8,800 from 7,364
Change+1,436 (+20%)
Value$2.5M (-$62.0K)
Filed 2026-10-20
Steel Grove Capital Advisors, LLC
DECREASED
Shares8,650 from 8,750
Change-100 (-1%)
Value$2.5M (-$596.9K)
Filed 2026-10-13
CFM Wealth Partners LLC
INCREASED
Shares8,635 from 8,197
Change+438 (+5%)
Value$2.5M (-$405.2K)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares8,520
Change+8,520
Value$2.5M
Filed 2026-10-21
Harbour Capital Advisors, LLC
INCREASED
Shares8,306 from 8,211
Change+95 (+1%)
Value$2.4M (-$249.4K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,183 from 6,498
Change+1,685 (+26%)
Value$2.3M (+$151.3K)
Filed 2026-10-13
Haven Private, LLC
DECREASED
Shares8,142 from 9,223
Change-1,081 (-12%)
Value$2.4M (-$911.8K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares7,875 from 30,570
Change-22,695 (-74%)
Value$2.3M (-$8.6M)
Filed 2026-10-16
AIA Group Ltd
DECREASED
Shares7,320 from 18,114
Change-10,794 (-60%)
Value$2.1M (-$4.3M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares7,308 from 7,712
Change-404 (-5%)
Value$2.1M (-$617.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares6,863 from 5,766
Change+1,097 (+19%)
Value$2.0M (-$56.4K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,799 from 7,591
Change-792 (-10%)
Value$2.0M (-$722.2K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares6,719 from 7,142
Change-423 (-6%)
Value$1.9M (-$586.1K)
Filed 2026-10-30
Formidable Asset Management, LLC
NEW
Shares6,376
Change+6,376
Value$2.3M
Filed 2026-11-03
Hilton Head Capital Partners, LLC
DECREASED
Shares6,363 from 6,989
Change-626 (-9%)
Value$1.8M (-$635.0K)
Filed 2026-10-23
Castle Rock Wealth Management, LLC
DECREASED
Shares6,236 from 9,244
Change-3,008 (-33%)
Value$1.9M (-$1.2M)
Filed 2026-10-09
Crossmark Global Holdings, Inc.
INCREASED
Shares6,022 from 5,430
Change+592 (+11%)
Value$1.7M (-$181.0K)
Filed 2026-10-21
MacKenzie Financial Corp
INCREASED
Shares6,008 from 3,826
Change+2,182 (+57%)
Value$1.7M (+$383.7K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares6,005 from 5,841
Change+164 (+3%)
Value$1.7M (-$331.6K)
Filed 2026-10-30
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED
Shares6,000 from 7,418
Change-1,418 (-19%)
Value$1.7M (-$389.5K)
Filed 2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares5,889 from 4,000
Change+1,889 (+47%)
Value$1.7M (+$287.5K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,813 from 5,535
Change+278 (+5%)
Value$1.7M (-$217.9K)
Filed 2026-10-13
Fortem Financial Group, LLC
UNCHANGED
Shares5,743 from 5,743
Change0 (0%)
Value$1.7M (-$372.8K)
Filed 2026-10-20
ROI Financial Advisors, LLC
INCREASED
Shares5,617 from 5,185
Change+432 (+8%)
Value$1.6M (-$211.5K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
DECREASED
Shares5,576 from 6,134
Change-558 (-9%)
Value$1.6M (-$559.8K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares5,239 from 2,938
Change+2,301 (+78%)
Value$1.5M (+$475.8K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares5,092 from 97,603
Change-92,511 (-95%)
Value$1.0M (-$33.6M)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares4,969 from 4,979
Change-10 (0%)
Value$1.4M (-$326.1K)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED
Shares4,803 from 4,620
Change+183 (+4%)
Value$1.4M (-$246.9K)
Filed 2026-11-02
Wedmont Private Capital
NEW
Shares4,801
Change+4,801
Value$1.3M
Filed 2026-10-09
TrueMark Investments, LLC
DECREASED
Shares4,709 from 4,783
Change-74 (-2%)
Value$1.4M (-$331.9K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares4,686 from 4,646
Change+40 (+1%)
Value$1.4M (-$290.0K)
Filed 2026-10-14
Convergence Financial, LLC
DECREASED
Shares4,615 from 9,894
Change-5,279 (-53%)
Value$1.3M (-$2.2M)
Filed 2026-10-27
Lake Street Private Wealth, LLC
DECREASED
Shares4,496 from 4,531
Change-35 (-1%)
Value$1.3M (-$304.2K)
Filed 2026-10-22
Huntleigh Advisors, Inc.
DECREASED
Shares4,480 from 4,570
Change-90 (-2%)
Value$1.3M (-$322.7K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares4,391 from 4,382
Change+9 (+0%)
Value$1.3M (-$281.8K)
Filed 2026-11-02
Capstone Capital Management Ltd
NEW
Shares4,324
Change+4,324
Value$1.3M
Filed 2026-10-21
KCM Investment Advisors LLC
INCREASED
Shares4,315 from 4,145
Change+170 (+4%)
Value$1.2M (-$219.8K)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares4,190 from 3,832
Change+358 (+9%)
Value$1.2M (-$68.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares4,183 from 4,088
Change+95 (+2%)
Value$1.2M (-$237.8K)
Filed 2026-11-04
Americana Partners, LLC
DECREASED
Shares4,179 from 5,072
Change-893 (-18%)
Value$1.2M (-$587.9K)
Filed 2026-10-28
BankChampaign, National Association
INCREASED
Shares4,026 from 3,951
Change+75 (+2%)
Value$1.2M (-$234.7K)
Filed 2026-10-19
Artemis Wealth Advisors, LLC
DECREASED
Shares4,000 from 6,000
Change-2,000 (-33%)
Value$1.2M (-$968.8K)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares3,941 from 4,295
Change-354 (-8%)
Value$1.1M (-$381.3K)
Filed 2026-11-05
Strategic Blueprint, LLC
UNCHANGED
Shares3,782 from 3,782
Change0 (0%)
Value$1.1M (-$245.5K)
Filed 2026-10-22
AXS Investments LLC
NEW
Shares3,764
Change+3,764
Value$1.1M
Filed 2026-11-04
FIG Financial Advisory Services Inc
NEW
Shares3,694
Change+3,694
Value$1.1M
Filed 2026-10-07
Henry James International Management Inc.
DECREASED
Shares3,679 from 3,958
Change-279 (-7%)
Value$1.1M (-$337.7K)
Filed 2026-10-14
HUB Investment Partners, LLC
DECREASED
Shares3,648 from 4,141
Change-493 (-12%)
Value$1.1M (-$411.6K)
Filed 2026-11-03
Darden Wealth Group Inc
DECREASED
Shares3,550 from 3,916
Change-366 (-9%)
Value$1.0M (-$360.2K)
Filed 2026-11-06
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares3,430 from 3,403
Change+27 (+1%)
Value$993.5K (-$213.1K)
Filed 2026-10-14
Oak Grove Capital LLC
DECREASED
Shares3,400 from 4,100
Change-700 (-17%)
Value$984.8K (-$468.9K)
Filed 2026-10-09
Tufton Capital Management
DECREASED
Shares3,399 from 3,649
Change-250 (-7%)
Value$984.0K (-$309.0K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares3,397 from 3,940
Change-543 (-14%)
Value$984.0K (-$413.0K)
Filed 2026-10-16
Sage Capital Management, LLC
UNCHANGED
Shares3,382 from 3,382
Change0 (0%)
Value$980.4K (-$219.7K)
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares3,352 from 2,960
Change+392 (+13%)
Value$970.9K (-$78.6K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares3,221 from 3,272
Change-51 (-2%)
Value$932.9K (-$227.5K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares3,100 from 3,265
Change-165 (-5%)
Value$898.0K (-$260.0K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares3,098 from 3,663
Change-565 (-15%)
Value$897.4K (-$401.3K)
Filed 2026-11-05
111 Capital
DECREASED
Shares3,037 from 3,464
Change-427 (-12%)
Value$879.7K (-$348.5K)
Filed 2026-11-03
Parisi Gray Wealth Management
INCREASED
Shares2,928 from 2,887
Change+41 (+1%)
Value$848.3K (-$175.3K)
Filed 2026-10-16
Cane Capital Partners, LLC
INCREASED
Shares2,920 from 1,538
Change+1,382 (+90%)
Value$845.8K (+$300.5K)
Filed 2026-10-23
Covenant Asset Management, LLC
INCREASED
Shares2,834 from 2,814
Change+20 (+1%)
Value$820.9K (-$176.9K)
Filed 2026-10-14
Alps Advisors Inc
NEW
Shares2,810
Change+2,810
Value$813.9K
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares2,725 from 2,028
Change+697 (+34%)
Value$789.4K (+$70.5K)
Filed 2026-11-06
TFB Advisors LLC
DECREASED
Shares2,722 from 3,387
Change-665 (-20%)
Value$788.5K (-$412.5K)
Filed 2026-11-02
Accel Wealth Management
INCREASED
Shares2,611 from 2,606
Change+5 (+0%)
Value$756.3K (-$167.7K)
Filed 2026-10-13
Veracity Capital LLC
INCREASED
Shares2,575 from 2,544
Change+31 (+1%)
Value$745.8K (-$156.3K)
Filed 2026-10-08
Ahara Advisors LLC
INCREASED
Shares2,527 from 1,466
Change+1,061 (+72%)
Value$732.0K (+$212.2K)
Filed 2026-10-29
Gainplan LLC
NEW
Shares2,500
Change+2,500
Value$724.2K
Filed 2026-10-09
Portfolio Design Labs, LLC
DECREASED
Shares2,476 from 2,492
Change-16 (-1%)
Value$717.2K (-$166.4K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares2,463 from 2,487
Change-24 (-1%)
Value$713.5K (-$168.4K)
Filed 2026-10-23
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$713.1K (-$159.8K)
Filed 2026-10-30
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,449 from 1,315
Change+1,134 (+86%)
Value$709.4K (+$243.1K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares2,447 from 2,382
Change+65 (+3%)
Value$708.8K (-$135.8K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
NEW
Shares2,339
Change+2,339
Value$677.5K
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares2,332 from 2,119
Change+213 (+10%)
Value$675.5K (-$75.8K)
Filed 2026-11-04
Blue Line Capital, LLC / IL
INCREASED
Shares2,313 from 2,048
Change+265 (+13%)
Value$670.0K (-$56.2K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares2,306 from 2,601
Change-295 (-11%)
Value$668.1K (-$254.3K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares2,217 from 7,373
Change-5,156 (-70%)
Value$642.2K (-$2.0M)
Filed 2026-10-28
Crown Wealth Group, LLC
DECREASED
Shares2,204 from 2,345
Change-141 (-6%)
Value$638.4K (-$193.1K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares2,153 from 1,853
Change+300 (+16%)
Value$623.6K (-$33.4K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares2,114 from 4,815
Change-2,701 (-56%)
Value$612.3K (-$1.1M)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares2,113 from 3,865
Change-1,752 (-45%)
Value$612.1K (-$758.4K)
Filed 2026-11-03
Fifth Third Bancorp
NEW
Shares2,104
Change+2,104
Value$609.4K
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares2,062 from 2,298
Change-236 (-10%)
Value$597.3K (-$217.5K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares2,055 from 2,656
Change-601 (-23%)
Value$595.3K (-$346.4K)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares2,055 from 2,103
Change-48 (-2%)
Value$595.3K (-$150.4K)
Filed 2026-10-30
CenterBook Partners LP
DECREASED
Shares2,051 from 2,117
Change-66 (-3%)
Value$594.1K (-$156.5K)
Filed 2026-11-02
Xcel Wealth Management, LLC
DECREASED
Shares2,029 from 3,740
Change-1,711 (-46%)
Value$587.7K (-$738.4K)
Filed 2026-10-26
Cidel Asset Management Inc
UNCHANGED
Shares2,019 from 2,019
Change0 (0%)
Value$584.6K (-$131.2K)
Filed 2026-10-29
Costello Asset Management, Inc
DECREASED
Shares2,017 from 3,064
Change-1,047 (-34%)
Value$584.2K (-$502.2K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED
Shares2,010 from 2,031
Change-21 (-1%)
Value$582.2K (-$137.9K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,000 from 2,600
Change-600 (-23%)
Value$579.3K (-$342.6K)
Filed 2026-11-05
Zullo Investment Group, Inc.
DECREASED
Shares1,985 from 2,004
Change-19 (-1%)
Value$575.0K (-$135.6K)
Filed 2026-10-20
Purus Wealth Management, LLC
DECREASED
Shares1,951 from 1,966
Change-15 (-1%)
Value$565.1K (-$132.0K)
Filed 2026-10-15
Global Trust Asset Management, LLC
DECREASED
Shares1,927 from 2,120
Change-193 (-9%)
Value$558.2K (-$193.5K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares1,917 from 1,014
Change+903 (+89%)
Value$555.3K (+$195.7K)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares1,906 from 3,612
Change-1,706 (-47%)
Value$552.1K (-$728.6K)
Filed 2026-10-29
WBI Investments, LLC
DECREASED
Shares1,880 from 6,863
Change-4,983 (-73%)
Value$544.6K (-$1.9M)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares1,841 from 1,747
Change+94 (+5%)
Value$438.2K (-$181.3K)
Filed 2026-10-15
Goldenstone Wealth Management LLC
INCREASED
Shares1,834 from 1,712
Change+122 (+7%)
Value$531.2K (-$76.0K)
Filed 2026-11-04
TBH Global Asset Management, LLC
INCREASED
Shares1,826 from 1,810
Change+16 (+1%)
Value$528.8K (-$113.0K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares1,824 from 1,871
Change-47 (-3%)
Value$528.3K (-$135.1K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares1,821
Change+1,821
Value$527.4K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares1,803
Change+1,803
Value$522.3K
Filed 2026-10-30
Westover Capital Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$521.4K (-$116.8K)
Filed 2026-10-26
Pembroke Management, LTD
INCREASED
Shares1,771 from 1,696
Change+75 (+4%)
Value$513.0K (-$88.4K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
DECREASED
Shares1,763 from 1,902
Change-139 (-7%)
Value$510.7K (-$163.7K)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares1,720 from 1,710
Change+10 (+1%)
Value$498.2K (-$108.1K)
Filed 2026-11-03
bLong Financial, LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$495.3K (-$111.0K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares1,705 from 1,699
Change+6 (+0%)
Value$493.9K (-$108.5K)
Filed 2026-10-13
Kaizen Financial Strategies
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$486.6K (-$80.3K)
Filed 2026-10-09
Strong Retirement Solutions LLC
UNCHANGED
Shares1,677 from 1,677
Change0 (0%)
Value$485.8K (-$108.9K)
Filed 2026-10-07
Mystic Asset Management, Inc.
INCREASED
Shares1,665 from 1,535
Change+130 (+8%)
Value$482.3K (-$62.0K)
Filed 2026-10-15
Baker Avenue Asset Management, LP
INCREASED
Shares1,646 from 1,624
Change+22 (+1%)
Value$476.8K (-$99.0K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares1,605 from 1,752
Change-147 (-8%)
Value$464.9K (-$156.3K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares1,596 from 1,835
Change-239 (-13%)
Value$462.0K (-$189.0K)
Filed 2026-10-22
KRS Capital Management, LLC
INCREASED
Shares1,568 from 1,447
Change+121 (+8%)
Value$454.2K (-$58.9K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares1,560 from 1,555
Change+5 (+0%)
Value$451.9K (-$99.5K)
Filed 2026-10-15
Spirit of America Management Corp
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$434.5K (-$97.4K)
Filed 2026-10-14
Coquina Private Wealth LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$434.5K (-$97.4K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares1,482
Change+1,482
Value$429.2K
Filed 2026-10-21
Wolff Wiese Magana LLC
INCREASED
Shares1,479 from 932
Change+547 (+59%)
Value$428.4K (+$97.9K)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares1,471 from 1,497
Change-26 (-2%)
Value$426.1K (-$104.7K)
Filed 2026-10-22
Mizuho Securities Co. Ltd.
NEW
Shares1,460
Change+1,460
Value$422.9K
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,423 from 1,421
Change+2 (+0%)
Value$412.2K (-$91.7K)
Filed 2026-10-19
Vise Technologies, Inc.
NEW
Shares1,410
Change+1,410
Value$408.4K
Filed 2026-10-29
RDA Financial Network
INCREASED
Shares1,406 from 1,399
Change+7 (+1%)
Value$407.3K (-$88.8K)
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares1,404
Change+1,404
Value$406.7K
Filed 2026-10-15
LCM Capital Management Inc
INCREASED
Shares1,380 from 1,252
Change+128 (+10%)
Value$399.7K (-$44.2K)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares1,368 from 1,316
Change+52 (+4%)
Value$396.1K (-$70.3K)
Filed 2026-11-05
William John Sempolinski
DECREASED
Shares1,367 from 1,802
Change-435 (-24%)
Value$396.0K (-$243.0K)
Filed 2026-10-20
Providence First Trust Co
NEW
Shares1,364
Change+1,364
Value$395.1K
Filed 2026-11-02
Fairvoy Private Wealth, LLC
DECREASED
Shares1,324 from 3,203
Change-1,879 (-59%)
Value$383.5K (-$752.2K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares1,316 from 1,984
Change-668 (-34%)
Value$381.2K (-$322.3K)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,300 from 1,185
Change+115 (+10%)
Value$376.5K (-$43.6K)
Filed 2026-10-08
Zega Investments, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$376.6K (-$84.4K)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares1,292 from 1,289
Change+3 (+0%)
Value$374.2K (-$82.8K)
Filed 2026-11-02
Altfest L J & Co Inc
UNCHANGED
Shares1,283 from 1,283
Change0 (0%)
Value$371.6K (-$83.3K)
Filed 2026-10-27
Cache Advisors, LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$370.8K (-$83.1K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
DECREASED
Shares1,274 from 2,473
Change-1,199 (-48%)
Value$369.0K (-$579.1K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares1,273 from 1,253
Change+20 (+2%)
Value$369.2K (-$73.9K)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,271 from 1,265
Change+6 (+0%)
Value$368.2K (-$80.4K)
Filed 2026-10-15
Hudock, Inc.
DECREASED
Shares1,255 from 2,081
Change-826 (-40%)
Value$363.5K (-$374.3K)
Filed 2026-10-14
Mirador Capital Partners LP
DECREASED
Shares1,251 from 1,795
Change-544 (-30%)
Value$362.4K (-$274.1K)
Filed 2026-10-09
Franchise GP Ltd
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$362.1K (-$81.1K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$362.1K (-$81.1K)
Filed 2026-10-20
Worthington Financial Partners, LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$358.6K (-$80.4K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares1,228 from 1,178
Change+50 (+4%)
Value$355.7K (-$62.0K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
DECREASED
Shares1,222 from 1,587
Change-365 (-23%)
Value$354.0K (-$208.7K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$351.1K (-$78.7K)
Filed 2026-10-19
Chiron Capital Management, LLC
DECREASED
Shares1,200 from 1,300
Change-100 (-8%)
Value$347.6K (-$113.3K)
Filed 2026-10-15
Albion Financial Group
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$347.6K (-$77.9K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares1,187 from 919
Change+268 (+29%)
Value$343.8K (+$18.0K)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares1,186 from 2,400
Change-1,214 (-51%)
Value$343.5K (-$507.3K)
Filed 2026-10-15
Integrated Advisors Network LLC
DECREASED
Shares1,183 from 1,497
Change-314 (-21%)
Value$342.6K (-$188.1K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$342.7K (-$76.8K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares1,170 from 845
Change+325 (+38%)
Value$338.9K (+$39.3K)
Filed 2026-10-30
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares1,167 from 1,164
Change+3 (+0%)
Value$338.0K (-$74.7K)
Filed 2026-10-14
Connecticut Capital Management Group, LLC
DECREASED
Shares1,162 from 1,219
Change-57 (-5%)
Value$336.6K (-$95.6K)
Filed 2026-10-29
Norden Group LLC
DECREASED
Shares1,160 from 1,185
Change-25 (-2%)
Value$336.0K (-$84.2K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares1,159 from 1,262
Change-103 (-8%)
Value$335.8K (-$111.8K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
DECREASED
Shares1,135 from 1,551
Change-416 (-27%)
Value$328.8K (-$221.2K)
Filed 2026-10-26
Traynor Capital Management, Inc.
DECREASED
Shares1,132 from 1,207
Change-75 (-6%)
Value$328.0K (-$100.0K)
Filed 2026-10-29
RAM Investment Partners, LLC
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$323.6K (-$72.5K)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares1,090 from 594
Change+496 (+84%)
Value$315.7K (+$105.1K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares1,086 from 2,031
Change-945 (-47%)
Value$314.6K (-$405.6K)
Filed 2026-11-04
Gateway Investment Advisers LLC
NEW
Shares1,076
Change+1,076
Value$311.7K
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares1,059 from 988
Change+71 (+7%)
Value$306.8K (-$43.6K)
Filed 2026-10-15
Rossmore Private Capital
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$305.6K (-$68.5K)
Filed 2026-10-27
Vista Investment Partners II, LLC
INCREASED
Shares1,042 from 594
Change+448 (+75%)
Value$301.8K (+$91.2K)
Filed 2026-10-15
Rockline Wealth Management, LLC
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$300.4K (-$67.3K)
Filed 2026-10-26
Stronghold Wealth Management L.L.C.
INCREASED
Shares1,036 from 736
Change+300 (+41%)
Value$300.1K (+$39.1K)
Filed 2026-10-16
Almanack Investment Partners, Llc.
INCREASED
Shares1,024 from 975
Change+49 (+5%)
Value$296.6K (-$49.1K)
Filed 2026-11-03
New York Life Investment Management LLC
NEW
Shares1,019
Change+1,019
Value$295.2K
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares1,014 from 1,031
Change-17 (-2%)
Value$293.7K (-$71.8K)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares1,006 from 945
Change+61 (+6%)
Value$291.4K (-$43.7K)
Filed 2026-10-20
Obermeyer Wealth Partners
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$290.5K (-$65.1K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares1,002 from 740
Change+262 (+35%)
Value$290.3K (+$27.8K)
Filed 2026-10-13
Avalon Capital Management
DECREASED
Shares1,001 from 1,198
Change-197 (-16%)
Value$290.0K (-$134.8K)
Filed 2026-11-04
Mindset Wealth Management, LLC
DECREASED
Shares1,001 from 1,012
Change-11 (-1%)
Value$290.0K (-$68.9K)
Filed 2026-10-19
Grandview Asset Management LLC
DECREASED
Shares1,000 from 1,008
Change-8 (-1%)
Value$289.7K (-$67.7K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$289.7K (-$64.9K)
Filed 2026-10-20
Griffin Asset Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$289.7K (-$64.9K)
Filed 2026-10-22
Capital Investment Counsel, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$289.7K (-$64.9K)
Filed 2026-10-20
Central Valley Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$289.7K (-$64.9K)
Filed 2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares996 from 112
Change+884 (+789%)
Value$288.5K (+$248.8K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
DECREASED
Shares996 from 999
Change-3 (0%)
Value$209.5K (-$73.3K)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares934 from 1,051
Change-117 (-11%)
Value$270.6K (-$102.1K)
Filed 2026-10-14
SteelPeak Wealth, LLC
INCREASED
Shares931 from 839
Change+92 (+11%)
Value$269.6K (-$27.8K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$266.8K (-$59.8K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
DECREASED
Shares917 from 929
Change-12 (-1%)
Value$265.6K (-$63.8K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED
Shares911 from 891
Change+20 (+2%)
Value$263.9K (-$52.0K)
Filed 2026-11-02
GoalFusion Wealth Management, LLC
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$262.1K (-$58.7K)
Filed 2026-10-06
Wealth Architects, LLC
INCREASED
Shares889 from 877
Change+12 (+1%)
Value$257.5K (-$53.5K)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$252.0K (-$56.5K)
Filed 2026-10-23
Midwest Financial Group LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$250.0K (-$56.0K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
INCREASED
Shares855 from 713
Change+142 (+20%)
Value$247.7K (-$5.1K)
Filed 2026-10-21
PW Nova Financial Services LLC
DECREASED
Shares845 from 895
Change-50 (-6%)
Value$244.8K (-$72.6K)
Filed 2026-10-15
Mandatum Life Insurance Co Ltd
DECREASED
Shares838 from 1,028
Change-190 (-18%)
Value$242.7K (-$121.8K)
Filed 2026-11-06
Verus Capital Partners, LLC
INCREASED
Shares813 from 805
Change+8 (+1%)
Value$235.5K (-$49.9K)
Filed 2026-11-03
Jeppson Wealth Management, LLC
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$233.5K (-$52.3K)
Filed 2026-10-20
Aspen Investment Management Inc
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$233.0K (-$52.0K)
Filed 2026-11-05
Welch & Forbes LLC
NEW
Shares800
Change+800
Value$231.7K
Filed 2026-11-04
Harbor Capital Advisors, Inc.
NEW
Shares796
Change+796
Value$231.0K
Filed 2026-10-22
Victrix Investment Advisors
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$230.6K (-$51.7K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$228.8K (-$51.3K)
Filed 2026-10-19
Vann Equity Management LLC
NEW
Shares789
Change+789
Value$228.5K
Filed 2026-10-08
HB Wealth Management, LLC
DECREASED
Shares785 from 1,236
Change-451 (-36%)
Value$227.4K (-$210.9K)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED
Shares781 from 1,193
Change-412 (-35%)
Value$226.2K (-$196.8K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares773 from 762
Change+11 (+1%)
Value$223.9K (-$46.3K)
Filed 2026-11-04
First Bank & Trust
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$223.9K (-$50.2K)
Filed 2026-10-19
Smith Shellnut Wilson LLC
DECREASED
Shares765 from 771
Change-6 (-1%)
Value$221.6K (-$51.8K)
Filed 2026-10-21
MCF Advisors LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$221.3K (-$49.6K)
Filed 2026-10-28
Westside Investment Management, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$220.8K (-$45.1K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares739 from 2,940
Change-2,201 (-75%)
Value$214.1K (-$828.3K)
Filed 2026-10-28
Courier Capital LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$211.5K (-$47.4K)
Filed 2026-10-19
QTR Family Wealth, LLC
DECREASED
Shares729 from 897
Change-168 (-19%)
Value$211.2K (-$106.9K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares719 from 666
Change+53 (+8%)
Value$208.3K (-$27.9K)
Filed 2026-11-03
New Hampshire Trust
INCREASED
Shares714 from 707
Change+7 (+1%)
Value$206.8K (-$43.9K)
Filed 2026-10-20
Stiles Financial Services Inc
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$205.7K (-$46.1K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares708 from 188
Change+520 (+277%)
Value$205.1K (+$138.4K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares701 from 637
Change+64 (+10%)
Value$203.1K (-$22.8K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
DECREASED
Shares700 from 701
Change-1 (0%)
Value$202.8K (-$45.8K)
Filed 2026-10-27
Evansbrook LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$202.8K (-$45.4K)
Filed 2026-10-16
Bfsg, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$202.8K (-$45.4K)
Filed 2026-10-30
Roberts Wealth Advisors, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$202.5K (-$45.4K)
Filed 2026-10-14
Apollon Financial, LLC
DECREASED
Shares696 from 718
Change-22 (-3%)
Value$201.6K (-$53.0K)
Filed 2026-10-23
Northbridge Financial Group, LLC
NEW
Shares695
Change+695
Value$210.3K
Filed 2026-11-05
Accredited Investors Inc.
INCREASED
Shares694 from 679
Change+15 (+2%)
Value$201.0K (-$39.7K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
NEW
Shares693
Change+693
Value$200.7K
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares655 from 406
Change+249 (+61%)
Value$189.7K (+$45.8K)
Filed 2026-10-08
TrinityBridge Ltd
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$184.0K (-$41.0K)
Filed 2026-10-30
Eastern Bank
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$165.7K (-$37.1K)
Filed 2026-10-05
Summit Securities Group LLC
NEW
Shares544
Change+544
Value$157.6K
Filed 2026-11-05
Royal Fund Management, LLC
DECREASED
Shares500 from 809
Change-309 (-38%)
Value$144.8K (-$142.0K)
Filed 2026-10-22
Cullen T Bankers, Inc.
INCREASED
Shares495 from 11
Change+484 (+4400%)
Value$143.4K (+$139.5K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$132.7K (-$29.7K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares444
Change+444
Value$128.6K
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares406 from 306
Change+100 (+33%)
Value$117.6K (+$9.1K)
Filed 2026-10-22
Wealth Analytics Partners, LLC
NEW
Shares394
Change+394
Value$114.1K
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$108.6K (-$24.3K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares347
Change+347
Value$100.5K
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$91.5K (-$20.5K)
Filed 2026-10-26
Montag A & Associates Inc
NEW
Shares314
Change+314
Value$91.0K
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares300 from 150
Change+150 (+100%)
Value$86.9K (+$33.7K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW
Shares283
Change+283
Value$82.0K
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$52.9K (-$38.2K)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$72.4K (-$16.2K)
Filed 2026-10-23
Godsey & Gibb, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$72.4K (-$16.2K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares220 from 320
Change-100 (-31%)
Value$63.7K (-$49.7K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares209 from 142
Change+67 (+47%)
Value$60.5K (+$10.2K)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$59.4K (-$13.3K)
Filed 2026-11-02
CX Institutional
NEW
Shares201
Change+201
Value$58
Filed 2026-10-02
Syntax Research, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$57.9K (-$13.0K)
Filed 2026-11-04
Barrett & Company, Inc.
DECREASED
Shares195 from 204
Change-9 (-4%)
Value$56.5K (-$15.8K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares193 from 373
Change-180 (-48%)
Value$55.9K (-$76.4K)
Filed 2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$54.5K (-$12.2K)
Filed 2026-10-16
Jcic Asset Management Inc.
INCREASED
Shares182 from 157
Change+25 (+16%)
Value$52.7K (+$29.0K)
Filed 2026-10-30
Compass Financial Management LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$49.5K (-$11.1K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
DECREASED
Shares166 from 232
Change-66 (-28%)
Value$48.1K (-$34.2K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$47.2K (-$10.6K)
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$46.6K (-$10.5K)
Filed 2026-11-02
WPG Advisers, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$44.6K (-$10.0K)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
NEW
Shares150
Change+150
Value$43.4K
Filed 2026-11-04
Asset Planning,Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$43.4K (-$9.7K)
Filed 2026-10-26
Catalyst Capital Advisors LLC
INCREASED
Shares141 from 114
Change+27 (+24%)
Value$40.8K (+$421)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares136 from 242
Change-106 (-44%)
Value$39.4K (-$46.4K)
Filed 2026-10-20
First Command Advisory Services, Inc.
INCREASED
Shares132 from 51
Change+81 (+159%)
Value$38.2K (+$20.2K)
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$37.9K (-$8.5K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares125
Change+125
Value$36.2K
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares120
Change+120
Value$35.3K
Filed 2026-10-13
CGC Financial Services, LLC
INCREASED
Shares114 from 100
Change+14 (+14%)
Value$33.0K (-$2.4K)
Filed 2026-10-13
SJS Investment Consulting Inc.
DECREASED
Shares109 from 216
Change-107 (-50%)
Value$31.6K (-$45.0K)
Filed 2026-10-26
Kings Path Partners LLC
NEW
Shares100
Change+100
Value$29.0K
Filed 2026-10-21
North Star Investment Management Corp.
DECREASED
Shares100 from 150
Change-50 (-33%)
Value$29.0K (-$24.2K)
Filed 2026-10-27
Centerpoint Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.0K (+$29.0K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.0K (-$6.5K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.0K (-$6.5K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares78 from 44
Change+34 (+77%)
Value$22.6K (+$7.0K)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares76 from 30
Change+46 (+153%)
Value$18.6K (+$8.0K)
Filed 2026-10-16
Bear Mountain Capital, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$17.0K (-$4.0K)
Filed 2026-11-04
Sawyer & Company, Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$20.3K (-$4.5K)
Filed 2026-10-21
Proathlete Wealth Management LLC
NEW
Shares67
Change+67
Value$19.4K
Filed 2026-10-15
Hilltop National Bank
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$19.4K (-$4.3K)
Filed 2026-10-14
Investment Research & Advisory Group, Inc.
NEW
Shares66
Change+66
Value$19.1K
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares66 from 8
Change+58 (+725%)
Value$19.1K (+$16.3K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares61 from 55
Change+6 (+11%)
Value$17.7K (-$1.8K)
Filed 2026-10-20
Hurley Capital, LLC
DECREASED
Shares60 from 162
Change-102 (-63%)
Value$17.4K (-$40.1K)
Filed 2026-11-05
Bullock Wealth Management Group
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$15.5K (-$2.4K)
Filed 2026-10-09
Kingdom Financial Group Llc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$15.4K (-$3.4K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$15.1K (-$3.4K)
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$14.8K (-$3.3K)
Filed 2026-10-02
Farmers & Merchants Investments Inc
DECREASED
Shares50 from 75
Change-25 (-33%)
Value$14.5K (-$12.1K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14.5K (-$3.2K)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares46
Change+46
Value$13.3K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares46
Change+46
Value$13.3K
Filed 2026-10-21
NBH Bank
INCREASED
Shares44 from 37
Change+7 (+19%)
Value$12.7K (-$374)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$12.7K (-$2.9K)
Filed 2026-11-04
FNY Investment Advisers, LLC
DECREASED
Shares43 from 2,500
Change-2,457 (-98%)
Value$12 (-$886.0K)
Filed 2026-10-16
TD Private Client Wealth LLC
DECREASED
Shares40 from 88
Change-48 (-55%)
Value$11.6K (-$19.6K)
Filed 2026-10-28
Southern Michigan Bank & Trust
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$11.6K (-$2.6K)
Filed 2026-10-19
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$11.3K (-$2.5K)
Filed 2026-10-30
Nisa Investment Advisors, LLC
INCREASED
Shares35 from 29
Change+6 (+21%)
Value$10.1K (-$145)
Filed 2026-10-20
Western Pacific Wealth Management, LP
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$10.1K (-$2.3K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$10.1K (-$2.3K)
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
NEW
Shares33
Change+33
Value$9.6K
Filed 2026-10-15
IFS Advisors, LLC
INCREASED
Shares32 from 15
Change+17 (+113%)
Value$9.3K (+$4.0K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares30
Change+30
Value$8.7K
Filed 2026-10-13
Reyes Financial Architecture, Inc.
DECREASED
Shares30 from 136
Change-106 (-78%)
Value$8.7K (-$39.5K)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.7K (-$1.9K)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.7K (-$1.9K)
Filed 2026-10-07
Quest 10 Wealth Builders, Inc.
DECREASED
Shares25 from 27
Change-2 (-7%)
Value$7.2K (-$2.3K)
Filed 2026-11-02
Legacy Bridge, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.2K (-$1.6K)
Filed 2026-10-28
PayPay Securities Corp
DECREASED
Shares21 from 34
Change-13 (-38%)
Value$6.1K (-$6.0K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.8K (-$1.3K)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.8K (-$1.3K)
Filed 2026-10-08
Abound Wealth Management
NEW
Shares18
Change+18
Value$5.2K
Filed 2026-10-26
JFS Wealth Advisors, LLC
NEW
Shares17
Change+17
Value$4.8K
Filed 2026-11-03
Peterson Wealth Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.3K (-$974)
Filed 2026-11-06
Retirement Wealth Solutions LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.1K (-$908)
Filed 2026-10-07
Trust Co
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.8K (-$843)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares10
Change+10
Value$2.9K
Filed 2026-10-27
KBC Group NV
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3 (-$1)
Filed 2026-10-22
Peterson Wealth Services
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.9K (-$649)
Filed 2026-10-26
Bell Investment Advisors, Inc
DECREASED
Shares9 from 11
Change-2 (-18%)
Value$2.6K (-$1.3K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.3K (-$520)
Filed 2026-11-02
Highline Wealth Partners LLC
NEW
Shares7
Change+7
Value$2.0K
Filed 2026-10-19
Contravisory Investment Management, Inc.
NEW
Shares6
Change+6
Value$1.7K
Filed 2026-10-13
Gilpin Wealth Management, LLC
NEW
Shares5
Change+5
Value$1.4K
Filed 2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.2K (-$259)
Filed 2026-10-15
Key Capital Management, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$869 (-$195)
Filed 2026-11-03
Marquette Asset Management, LLC
NEW
Shares2
Change+2
Value$580
Filed 2026-10-09
Lodestone Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$579 (-$130)
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$290 (-$65)
Filed 2026-10-14
Covestor Ltd
NEW
Shares0
Change0
Value$0
Filed 2026-10-30
Oriental Harbor Investment Master Fund
CLOSED
Shares0 from 150,573
Change-150,573 (-100%)
Value$0 (-$53.4M)
Filed 2026-10-22
Renaissance Capital LLC
CLOSED
Shares0 from 44,595
Change-44,595 (-100%)
Value$0 (-$15.8M)
Filed 2026-10-23
Natixis
CLOSED
Shares0 from 37,713
Change-37,713 (-100%)
Value$0 (-$13.4M)
Filed 2026-11-06
Vestor Capital, LLC
CLOSED
Shares0 from 25,430
Change-25,430 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-04
Gunderson Capital Management LLC
CLOSED
Shares0 from 23,028
Change-23,028 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-15
Decker Retirement Planning Inc.
CLOSED
Shares0 from 18,952
Change-18,952 (-100%)
Value$0 (-$6.7M)
Filed 2026-10-19
Atlatl Advisers LLC
CLOSED
Shares0 from 14,276
Change-14,276 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-22
Trek Financial, LLC
CLOSED
Shares0 from 13,132
Change-13,132 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-29
Smith Group Asset Management, LLC
CLOSED
Shares0 from 8,520
Change-8,520 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-27
Maxi Investments CY Ltd
CLOSED
Shares0 from 8,300
Change-8,300 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
CLOSED
Shares0 from 7,052
Change-7,052 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-22
Indivisible Partners
CLOSED
Shares0 from 6,597
Change-6,597 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-26
Park Capital Management, LLC / WI
CLOSED
Shares0 from 4,779
Change-4,779 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 3,832
Change-3,832 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Highland Capital Management, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
True Private Wealth Advisors
CLOSED
Shares0 from 2,808
Change-2,808 (-100%)
Value$0 (-$995.7K)
Filed 2026-10-19
Guardian Partners Inc.
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$992.8K)
Filed 2026-10-21
Connective Portfolio Management, LLC
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$992.8K)
Filed 2026-10-22
Simplex Trading, LLC
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$860.9K)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 2,019
Change-2,019 (-100%)
Value$0 (-$715.8K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,716
Change-1,716 (-100%)
Value$0 (-$608.4K)
Filed 2026-10-21
Crescent Sterling, Ltd.
CLOSED
Shares0 from 1,423
Change-1,423 (-100%)
Value$0 (-$504.6K)
Filed 2026-10-16
Wesbanco Bank Inc
CLOSED
Shares0 from 1,281
Change-1,281 (-100%)
Value$0 (-$454.2K)
Filed 2026-11-04
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 1,246
Change-1,246 (-100%)
Value$0 (-$441.8K)
Filed 2026-10-30
Left Brain Wealth Management, LLC
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$427.3K)
Filed 2026-10-28
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,164
Change-1,164 (-100%)
Value$0 (-$412.7K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 1,058
Change-1,058 (-100%)
Value$0 (-$375.1K)
Filed 2026-10-14
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$363.4K)
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$336.8K)
Filed 2026-11-05
Tabr Capital Management, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$319.1K)
Filed 2026-10-20
Vertrix Wealth Management, LLC
CLOSED
Shares0 from 823
Change-823 (-100%)
Value$0 (-$291.8K)
Filed 2026-10-13
Victory Financial Group, LLC
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$273.7K)
Filed 2026-10-27
Fischer Financial Services, Inc.
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$266.3K)
Filed 2026-10-30
Andrews Advisory Associates, LLC
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-15
Inscription Capital, LLC
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$235.8K)
Filed 2026-11-02
Core Wealth Partners LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$235.4K)
Filed 2026-11-02
Tlwm
CLOSED
Shares0 from 661
Change-661 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-09
Silverlake Wealth Management LLC
CLOSED
Shares0 from 656
Change-656 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-21
Northeast Investment Management
CLOSED
Shares0 from 637
Change-637 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-30
Encompass More Asset Management
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$224.8K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
CLOSED
Shares0 from 632
Change-632 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-23
Northwest Financial Advisors
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-27
Balefire, LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-09
DWR Wealth Management, LLC
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-14
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-07
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-04
First International Bank of Israel Ltd.
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$205.7K)
Filed 2026-11-04
IPG Investment Advisors LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$166.6K)
Filed 2026-10-23
Bayforest Capital Ltd
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$129.8K)
Filed 2026-11-03
Tsfg, LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$101.0K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$38.0K)
Filed 2026-10-16
RHL Group, LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$41.9K)
Filed 2026-11-04
Tokio Marine Asset Management Co LTD
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$34.4K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$25.1K)
Filed 2026-10-07
Wormser Freres Gestion
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-30
Stone House Investment Management, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-23
Roxbury Financial LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-01
Gill Capital Partners, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$2)
Filed 2026-11-04
Tower Trust & Investment Co
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-28
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Invesco Ltd.
N/A
Shares— from 12,816,588
Change-12,816,588 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 6,504,147
Change-6,504,147 (-100%)
Value—
Capital World Investors
N/A
Shares— from 4,330,875
Change-4,330,875 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 4,094,696
Change-4,094,696 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,062,977
Change-4,062,977 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,922,908
Change-2,922,908 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,600,597
Change-2,600,597 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 2,401,422
Change-2,401,422 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,158,428
Change-2,158,428 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,050,241
Change-2,050,241 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,035,975
Change-2,035,975 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,024,003
Change-2,024,003 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,873,306
Change-1,873,306 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,648,810
Change-1,648,810 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 1,641,972
Change-1,641,972 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,627,121
Change-1,627,121 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,218,800
Change-1,218,800 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,184,566
Change-1,184,566 (-100%)
Value—
Lansdowne Partners (UK) LLP
N/A
Shares— from 1,072,493
Change-1,072,493 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,068,616
Change-1,068,616 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 981,449
Change-981,449 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 901,960
Change-901,960 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 809,451
Change-809,451 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 785,168
Change-785,168 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 719,274
Change-719,274 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 660,156
Change-660,156 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 642,829
Change-642,829 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 590,484
Change-590,484 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 549,399
Change-549,399 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 501,861
Change-501,861 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 500,220
Change-500,220 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 495,435
Change-495,435 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 486,755
Change-486,755 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 461,461
Change-461,461 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 441,365
Change-441,365 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 401,475
Change-401,475 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 380,675
Change-380,675 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 368,074
Change-368,074 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 366,955
Change-366,955 (-100%)
Value—
State Street Corp
N/A
Shares— from 359,440
Change-359,440 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 355,496
Change-355,496 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 350,919
Change-350,919 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 349,627
Change-349,627 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 348,989
Change-348,989 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 310,127
Change-310,127 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 308,010
Change-308,010 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 303,311
Change-303,311 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 295,071
Change-295,071 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 283,151
Change-283,151 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 281,969
Change-281,969 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 279,829
Change-279,829 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 275,310
Change-275,310 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 266,382
Change-266,382 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 249,400
Change-249,400 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 234,772
Change-234,772 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 233,680
Change-233,680 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 229,378
Change-229,378 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 226,427
Change-226,427 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 224,696
Change-224,696 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 220,321
Change-220,321 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 217,837
Change-217,837 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 214,787
Change-214,787 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 210,605
Change-210,605 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 196,491
Change-196,491 (-100%)
Value—
Munro Partners
N/A
Shares— from 193,733
Change-193,733 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 193,094
Change-193,094 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 188,153
Change-188,153 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 185,466
Change-185,466 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 177,220
Change-177,220 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 176,136
Change-176,136 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 172,817
Change-172,817 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 169,154
Change-169,154 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 167,727
Change-167,727 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 155,106
Change-155,106 (-100%)
Value—
Tensor Edge Capital, LLC
N/A
Shares— from 154,141
Change-154,141 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 153,355
Change-153,355 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 151,983
Change-151,983 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 146,297
Change-146,297 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 144,383
Change-144,383 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 138,926
Change-138,926 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 137,295
Change-137,295 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 130,813
Change-130,813 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 121,827
Change-121,827 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 121,769
Change-121,769 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 119,495
Change-119,495 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 118,891
Change-118,891 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 107,962
Change-107,962 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 104,537
Change-104,537 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 102,359
Change-102,359 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 100,930
Change-100,930 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 97,748
Change-97,748 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 97,653
Change-97,653 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 97,416
Change-97,416 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 95,515
Change-95,515 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 94,388
Change-94,388 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 91,677
Change-91,677 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 91,308
Change-91,308 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 85,324
Change-85,324 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 83,470
Change-83,470 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 74,374
Change-74,374 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 71,206
Change-71,206 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 69,266
Change-69,266 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 64,083
Change-64,083 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 62,911
Change-62,911 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 61,386
Change-61,386 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 57,247
Change-57,247 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 57,182
Change-57,182 (-100%)
Value—
Capital International LTD
N/A
Shares— from 56,366
Change-56,366 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 55,794
Change-55,794 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 54,946
Change-54,946 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 51,512
Change-51,512 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 49,339
Change-49,339 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 48,661
Change-48,661 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 48,236
Change-48,236 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 47,000
Change-47,000 (-100%)
Value—
Man Group plc
N/A
Shares— from 46,410
Change-46,410 (-100%)
Value—
Norges Bank
N/A
Shares— from 45,898
Change-45,898 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 45,137
Change-45,137 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 44,553
Change-44,553 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 43,722
Change-43,722 (-100%)
Value—
&partners
N/A
Shares— from 43,611
Change-43,611 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 43,515
Change-43,515 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 41,057
Change-41,057 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 38,840
Change-38,840 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 37,367
Change-37,367 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,382
Change-36,382 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 35,342
Change-35,342 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 34,484
Change-34,484 (-100%)
Value—
Waratah Capital Advisors Ltd.
N/A
Shares— from 30,070
Change-30,070 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 29,799
Change-29,799 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 29,773
Change-29,773 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 28,780
Change-28,780 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 28,525
Change-28,525 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 28,120
Change-28,120 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 28,090
Change-28,090 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 27,684
Change-27,684 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 27,637
Change-27,637 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 27,399
Change-27,399 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 25,683
Change-25,683 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,602
Change-25,602 (-100%)
Value—
EFG International AG
N/A
Shares— from 25,054
Change-25,054 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 24,806
Change-24,806 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,664
Change-24,664 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 24,460
Change-24,460 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 24,363
Change-24,363 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 23,578
Change-23,578 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 21,921
Change-21,921 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 21,462
Change-21,462 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,784
Change-20,784 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 20,246
Change-20,246 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,211
Change-20,211 (-100%)
Value—
Blair William & Co
N/A
Shares— from 20,050
Change-20,050 (-100%)
Value—
Oaktop Capital Management II, L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 19,820
Change-19,820 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 19,121
Change-19,121 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 19,014
Change-19,014 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,933
Change-18,933 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 18,632
Change-18,632 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 18,316
Change-18,316 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 17,782
Change-17,782 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 17,588
Change-17,588 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,256
Change-17,256 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 16,031
Change-16,031 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,861
Change-15,861 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,646
Change-15,646 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,377
Change-15,377 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,354
Change-15,354 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 15,251
Change-15,251 (-100%)
Value—
Ogborne Capital Management, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 14,406
Change-14,406 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,259
Change-14,259 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 14,108
Change-14,108 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 13,399
Change-13,399 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 13,393
Change-13,393 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,054
Change-13,054 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 13,042
Change-13,042 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 12,973
Change-12,973 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 12,256
Change-12,256 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 12,102
Change-12,102 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,627
Change-11,627 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,367
Change-10,367 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,066
Change-10,066 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,984
Change-9,984 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 9,591
Change-9,591 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,388
Change-9,388 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 8,669
Change-8,669 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,622
Change-8,622 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,554
Change-8,554 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,648
Change-7,648 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 7,611
Change-7,611 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 6,782
Change-6,782 (-100%)
Value—
ING Groep NV
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,782
Change-5,782 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
NCP Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Dnca Finance
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 991
Change-991 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 955
Change-955 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 929
Change-929 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 921
Change-921 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 870
Change-870 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 853
Change-853 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 839
Change-839 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 837
Change-837 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 781
Change-781 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 775
Change-775 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 775
Change-775 (-100%)
Value—
Nwam LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Aviva PLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 672
Change-672 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 670
Change-670 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 654
Change-654 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 651
Change-651 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 650
Change-650 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 597
Change-597 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 300
Change-300 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
BNP Paribas
N/A
Shares— from 270
Change-270 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 270
Change-270 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 230
Change-230 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 230
Change-230 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 125
Change-125 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 121
Change-121 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 67
Change-67 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 35
Change-35 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 23
Change-23 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 11
Change-11 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Quarry LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4
Change-4 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1
Change-1 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Alphabet Inc.
UNCHANGED1,960,7841,960,78400%$695.2M$568.0M-$127.3M2026-11-06
Barclays PLC
INCREASED948,554661,355+287,199+43%$234.5M$274.8M+$40.3M2026-11-06
Robeco Schweiz AG
DECREASED777,229827,366-50,137-6%$293.4M$225.1M-$68.2M2026-10-23
Hyperion Asset Management Ltd
INCREASED727,273531,331+195,942+37%$188.4M$210.7M+$22.3M2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED621,412625,235-3,823-1%$221.7M$180.0M-$41.7M2026-11-03
Citigroup Inc
DECREASED576,256834,904-258,648-31%$296.0M$166.9M-$129.1M2026-11-04
ProShare Advisors LLC
INCREASED421,817412,575+9,242+2%$146.3M$122.2M-$24.1M2026-10-29
Congress Asset Management Co
DECREASED389,126409,049-19,923-5%$145.0M$112.7M-$32.3M2026-10-06
Swedbank AB
INCREASED327,800300,800+27,000+9%$106.7M$95.0M-$11.7M2026-10-27
Pacific Heights Asset Management LLC
DECREASED320,000325,000-5,000-2%$115.2M$92.7M-$22.5M2026-11-03
Sustainable Growth Advisers, LP
DECREASED319,057385,965-66,908-17%$136.9M$92.4M-$44.4M2026-10-15
Neos Investment Management LLC
INCREASED286,06687,397+198,669+227%$31.0M$82.9M+$51.9M2026-11-04
AGF Management LTD
INCREASED277,8491,502+276,347+18399%$532.6K$80.5M+$79.9M2026-11-03
Bank of New York Mellon Corp
INCREASED255,952236,313+19,639+8%$83.8M$74.1M-$9.7M2026-11-05
Tran Capital Management, L.P.
DECREASED237,291241,540-4,249-2%$85.6M$68.7M-$16.9M2026-10-19
GF Fund Management Co. Ltd.
INCREASED213,897119,924+93,973+78%$42.5M$62.0M+$19.4M2026-10-26
CIBC Asset Management Inc
INCREASED152,516111,380+41,136+37%$39.5M$44.2M+$4.7M2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED129,595114,025+15,570+14%$40.4M$37.5M-$2.9M2026-10-30
Raiffeisen Bank International AG
INCREASED110,2041,775+108,429+6109%$609.9K$32.4M+$31.8M2026-10-28
M & L Capital Management Ltd
NEW92,300—+92,300——$26.7M—2026-10-26
Unicom Systems, Inc.
UNCHANGED89,00089,00000%$31.6M$25.8M-$5.8M2026-10-13
SBI Securities Co., Ltd.
INCREASED87,41087,222+188+0%$30.9M$25.3M-$5.6M2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED86,29784,100+2,197+3%$29.8M$25.0M-$4.8M2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED84,90984,359+550+1%$29.9M$24.6M-$5.3M2026-10-22
Creative Planning
INCREASED81,52843,634+37,894+87%$15.5M$23.6M+$8.1M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED79,93178,794+1,137+1%$28.0M$23.2M-$4.9M2026-10-29
Union Bancaire Privee, UBP SA
INCREASED79,46834,287+45,181+132%$10.5M$20.3M+$9.8M2026-11-04
Assetmark, Inc
DECREASED67,47881,799-14,321-18%$29.0M$19.5M-$9.5M2026-10-21
Harel Insurance Investments & Financial Services Ltd.
DECREASED66,00066,345-345-1%$23.5M$19.1M-$4.4M2026-11-02
Eurizon Capital SGR S.p.A.
DECREASED65,49594,959-29,464-31%$33.6M$19.0M-$14.6M2026-11-06
Spear Advisors LLC
INCREASED64,16559,860+4,305+7%$21.2M$18.6M-$2.6M2026-10-27
Zevenbergen Capital Investments LLC
INCREASED62,94560,965+1,980+3%$21.6M$18.2M-$3.4M2026-10-08
AMI Asset Management Corp
DECREASED60,90862,867-1,959-3%$22.3M$17.6M-$4.6M2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED60,48753,664+6,823+13%$19.0M$17.5M-$1.5M2026-11-05
Rakuten Investment Management, Inc.
NEW60,364—+60,364——$17.7M—2026-10-30
United Capital Management of KS, Inc.
INCREASED59,57956,993+2,586+5%$20.2M$17.3M-$3.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED50,51361,401-10,888-18%$21.8M$14.6M-$7.1M2026-11-02
Diversify Wealth Management, LLC
DECREASED50,06852,208-2,140-4%$13.9M$12.3M-$1.6M2026-10-20
Diversify Advisory Services, LLC
DECREASED50,06852,208-2,140-4%$13.9M$12.3M-$1.6M2026-10-20
iA Global Asset Management Inc.
INCREASED49,98249,470+512+1%$17.5M$14.5M-$3.1M2026-10-29
Pictet Asset Management Holding SA
DECREASED48,78258,644-9,862-17%$20.8M$14.1M-$6.7M2026-11-03
Nixon Peabody Trust Co
INCREASED48,01447,757+257+1%$16.9M$13.9M-$3.0M2026-10-23
Brighton Jones LLC
DECREASED46,36349,716-3,353-7%$17.6M$13.4M-$4.2M2026-11-03
Midwest Trust Co
INCREASED45,97843,665+2,313+5%$15.5M$13.3M-$2.2M2026-10-22
Oppenheimer & Co Inc
INCREASED45,62335,472+10,151+29%$12.6M$13.2M+$637.9K2026-10-26
Stanley-Laman Group, Ltd.
DECREASED45,56945,843-274-1%$16.3M$13.2M-$3.1M2026-10-20
Daiwa Securities Group Inc.
INCREASED45,40044,643+757+2%$15.8M$13.2M-$2.7M2026-10-29
Global X Japan Co., Ltd.
INCREASED44,60144,587+14+0%$15.8M$12.9M-$2.9M2026-10-21
Maytree Asset Management Ltd
INCREASED44,22236,364+7,858+22%$12.9M$12.8M-$84.2K2026-10-29
Slow Capital, Inc.
DECREASED42,46343,964-1,501-3%$15.6M$12.3M-$3.3M2026-10-23
SEB Asset Management AB
INCREASED40,0006,118+33,882+554%$2.2M$11.6M+$9.4M2026-11-04
Maple Capital Management, Inc.
NEW39,081—+39,081——$11.3M—2026-11-02
Schaper Benz & Wise Investment Counsel Inc
INCREASED38,63037,258+1,372+4%$13.2M$11.2M-$2.0M2026-10-09
Profund Advisors LLC
DECREASED34,81635,479-663-2%$12.6M$10.1M-$2.5M2026-10-29
LBP AM SA
DECREASED32,936102,949-70,013-68%$36.5M$9.5M-$27.0M2026-11-06
Exchange Traded Concepts, LLC
INCREASED30,95127,836+3,115+11%$9.9M$9.0M-$904.5K2026-10-28
Oppenheimer Asset Management Inc.
INCREASED30,77028,042+2,728+10%$9.9M$8.9M-$1.0M2026-10-27
Pinnacle Associates LTD
DECREASED29,97232,277-2,305-7%$11.4M$8.7M-$2.8M2026-10-20
Generate Investment Management Ltd
DECREASED29,55631,878-2,322-7%$11.3M$8.6M-$2.7M2026-10-14
Westwood Wealth Management
DECREASED28,78528,860-750%$10.2M$8.3M-$1.9M2026-10-29
Chicago Capital, LLC
DECREASED28,26028,679-419-1%$10.2M$8.2M-$2.0M2026-10-13
Jackson Square Capital, LLC
DECREASED27,86328,218-355-1%$10.0M$8.1M-$1.9M2026-10-19
Louisiana State Employees Retirement System
INCREASED27,50027,300+200+1%$9.7M$8.0M-$1.7M2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED27,359103,002-75,643-73%$29.1M$7.7M-$21.4M2026-10-29
Aegon Asset Management UK PLC
NEW27,205—+27,205——$7.9M—2026-11-04
Baker Chad R
UNCHANGED24,25024,25000%$8.6M$7.0M-$1.6M2026-10-22
Kestra Advisory Services, LLC
INCREASED23,65917,937+5,722+32%$6.4M$6.9M+$493.1K2026-11-02
Commonwealth Equity Services, LLC
DECREASED23,46234,172-10,710-31%$12.1M$6.8M-$5.3M2026-11-02
Nfsg Corp
INCREASED23,31319,214+4,099+21%$6.8M$6.8M-$59.9K2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED23,23123+23,208+100904%$8.2K$6.7M+$6.7M2026-10-29
Atria Investments, Inc
INCREASED22,6774,535+18,142+400%$1.6M$6.6M+$5.0M2026-10-15
Imc-Chicago, LLC
DECREASED21,91376,670-54,757-71%$27.2M$6.3M-$20.8M2026-11-05
Defender Capital, Llc.
DECREASED20,45920,581-122-1%$7.3M$5.9M-$1.4M2026-10-01
Bochk Asset Management Ltd
INCREASED20,4326,700+13,732+205%$2.4M$5.9M+$3.5M2026-10-29
Blue Fin Capital, Inc.
INCREASED20,41520,369+46+0%$7.2M$5.9M-$1.3M2026-10-28
180 Wealth Advisors, LLC
DECREASED20,25720,260-30%$7.2M$5.9M-$1.3M2026-11-03
VMS Asset Management Limited
DECREASED19,70520,200-495-2%$7.2M$5.7M-$1.5M2026-10-15
Lido Advisors, LLC
INCREASED19,62116,454+3,167+19%$5.8M$5.7M-$150.7K2026-11-04
Asset Management One Co., Ltd.
INCREASED19,21610,911+8,305+76%$3.9M$5.6M+$1.7M2026-10-27
TD Waterhouse Canada Inc.
INCREASED19,18118,674+507+3%$6.3M$5.6M-$695.1K2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED18,36217,454+908+5%$6.2M$5.3M-$869.7K2026-11-05
Factory Mutual Insurance Co
INCREASED17,90011,100+6,800+61%$3.9M$5.2M+$1.2M2026-10-30
Haven Capital Group, Inc.
DECREASED17,24317,246-30%$6.1M$5.0M-$1.1M2026-10-13
HWG Holdings LP
NEW17,036—+17,036——$4.9M—2026-10-08
Midwest Professional Planners, Ltd.
INCREASED16,09115,419+672+4%$5.5M$4.7M-$806.1K2026-10-29
Robocap Asset Management Ltd
INCREASED15,52915,317+212+1%$5.4M$4.5M-$932.8K2026-11-02
PNC Financial Services Group, Inc.
INCREASED15,48015,279+201+1%$5.4M$4.5M-$933.5K2026-11-06
Independent Solutions Wealth Management, LLC
INCREASED15,16314,873+290+2%$5.3M$4.4M-$881.4K2026-10-28
Farther Finance Advisors, LLC
DECREASED14,78415,107-323-2%$5.4M$4.3M-$1.1M2026-10-08
China Universal Asset Management Co., Ltd.
INCREASED14,72413,683+1,041+8%$4.9M$4.3M-$527.7K2026-10-28
Rakuten Securities, Inc.
INCREASED14,37310,810+3,563+33%$3.8M$4.2M+$330.4K2026-11-02
VestGen Advisors, LLC
DECREASED14,24319,141-4,898-26%$6.8M$4.1M-$2.7M2026-10-27
Ascent Wealth Partners, LLC
INCREASED13,86613,357+509+4%$4.8M$4.0M-$745.1K2026-10-23
Corps Capital Advisors, LLC
UNCHANGED13,81513,81500%$4.9M$4.0M-$896.7K2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED12,551100,180-87,629-87%$35.5M$3.6M-$31.9M2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED12,54011,856+684+6%$4.2M$3.6M-$571.4K2026-10-22
Vontobel Holding Ltd.
DECREASED12,46921,914-9,445-43%$7.8M$3.6M-$4.2M2026-10-16
PKO Investment Management Joint-Stock Co
UNCHANGED12,00012,00000%$4.3M$3.5M-$778.9K2026-10-19
Simplicity Wealth,LLC
DECREASED11,73011,880-150-1%$4.2M$3.4M-$814.6K2026-10-23
Covea Finance
INCREASED11,5836,283+5,300+84%$2.2M$3.4M+$1.1M2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED11,46611,467-10%$4.1M$3.3M-$744.6K2026-10-21
Hoey Investments, Inc
DECREASED11,00213,944-2,942-21%$4.9M$3.2M-$1.8M2026-10-29
Laurion Capital Management LP
NEW10,901—+10,901——$3.2M—2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED10,80410,814-100%$3.8M$3.1M-$704.8K2026-10-16
Independent Financial Group, LLC
INCREASED10,7128,404+2,308+27%$3.0M$3.1M+$123.0K2026-10-13
Savant Capital, LLC
INCREASED10,3382,790+7,548+271%$983.5K$3.0M+$2.0M2026-11-06
Quantum Private Wealth, LLC
DECREASED10,28810,475-187-2%$3.7M$3.0M-$734.1K2026-10-20
J. Safra Sarasin Holding AG
DECREASED10,22710,689-462-4%$3.8M$3.0M-$828.8K2026-10-26
Lazard Freres Gestion S.A.S.
DECREASED10,03012,430-2,400-19%$4.4M$2.9M-$1.5M2026-11-03
Leonteq Securities AG
DECREASED9,73712,272-2,535-21%$4.4M$2.8M-$1.5M2026-10-29
Paragon Capital Management Inc
DECREASED9,45110,236-785-8%$3.6M$2.7M-$891.8K2026-10-15
Willner & Heller, LLC
UNCHANGED9,0219,02100%$3.2M$2.6M-$585.6K2026-10-28
Tower View Wealth Management LLC
INCREASED8,8438,313+530+6%$2.9M$2.6M-$386.1K2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED8,8007,364+1,436+20%$2.6M$2.5M-$62.0K2026-10-20
Steel Grove Capital Advisors, LLC
DECREASED8,6508,750-100-1%$3.1M$2.5M-$596.9K2026-10-13
CFM Wealth Partners LLC
INCREASED8,6358,197+438+5%$2.9M$2.5M-$405.2K2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
NEW8,520—+8,520——$2.5M—2026-10-21
Harbour Capital Advisors, LLC
INCREASED8,3068,211+95+1%$2.7M$2.4M-$249.4K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED8,1836,498+1,685+26%$2.1M$2.3M+$151.3K2026-10-13
Haven Private, LLC
DECREASED8,1429,223-1,081-12%$3.3M$2.4M-$911.8K2026-10-27
Concurrent Investment Advisors, LLC
DECREASED7,87530,570-22,695-74%$10.8M$2.3M-$8.6M2026-10-16
AIA Group Ltd
DECREASED7,32018,114-10,794-60%$6.4M$2.1M-$4.3M2026-10-30
US Bancorp \de\
DECREASED7,3087,712-404-5%$2.7M$2.1M-$617.6K2026-11-05
Perigon Wealth Management, LLC
INCREASED6,8635,766+1,097+19%$2.0M$2.0M-$56.4K2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED6,7997,591-792-10%$2.7M$2.0M-$722.2K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED6,7197,142-423-6%$2.5M$1.9M-$586.1K2026-10-30
Formidable Asset Management, LLC
NEW6,376—+6,376——$2.3M—2026-11-03
Hilton Head Capital Partners, LLC
DECREASED6,3636,989-626-9%$2.5M$1.8M-$635.0K2026-10-23
Castle Rock Wealth Management, LLC
DECREASED6,2369,244-3,008-33%$3.1M$1.9M-$1.2M2026-10-09
Crossmark Global Holdings, Inc.
INCREASED6,0225,430+592+11%$1.9M$1.7M-$181.0K2026-10-21
MacKenzie Financial Corp
INCREASED6,0083,826+2,182+57%$1.4M$1.7M+$383.7K2026-11-02
Truist Financial Corp
INCREASED6,0055,841+164+3%$2.1M$1.7M-$331.6K2026-10-30
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED6,0007,418-1,418-19%$2.1M$1.7M-$389.5K2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED5,8894,000+1,889+47%$1.4M$1.7M+$287.5K2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED5,8135,535+278+5%$1.9M$1.7M-$217.9K2026-10-13
Fortem Financial Group, LLC
UNCHANGED5,7435,74300%$2.0M$1.7M-$372.8K2026-10-20
ROI Financial Advisors, LLC
INCREASED5,6175,185+432+8%$1.8M$1.6M-$211.5K2026-10-19
WealthPlan Investment Management, LLC
DECREASED5,5766,134-558-9%$2.2M$1.6M-$559.8K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED5,2392,938+2,301+78%$1.0M$1.5M+$475.8K2026-11-05
Prospera Financial Services Inc
DECREASED5,09297,603-92,511-95%$34.6M$1.0M-$33.6M2026-11-04
Hennion & Walsh Asset Management, Inc.
DECREASED4,9694,979-100%$1.8M$1.4M-$326.1K2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED4,8034,620+183+4%$1.6M$1.4M-$246.9K2026-11-02
Wedmont Private Capital
NEW4,801—+4,801——$1.3M—2026-10-09
TrueMark Investments, LLC
DECREASED4,7094,783-74-2%$1.7M$1.4M-$331.9K2026-11-05
Focus Financial Network, Inc.
INCREASED4,6864,646+40+1%$1.6M$1.4M-$290.0K2026-10-14
Convergence Financial, LLC
DECREASED4,6159,894-5,279-53%$3.5M$1.3M-$2.2M2026-10-27
Lake Street Private Wealth, LLC
DECREASED4,4964,531-35-1%$1.6M$1.3M-$304.2K2026-10-22
Huntleigh Advisors, Inc.
DECREASED4,4804,570-90-2%$1.6M$1.3M-$322.7K2026-11-03
Golden State Wealth Management, LLC
INCREASED4,3914,382+9+0%$1.6M$1.3M-$281.8K2026-11-02
Capstone Capital Management Ltd
NEW4,324—+4,324——$1.3M—2026-10-21
KCM Investment Advisors LLC
INCREASED4,3154,145+170+4%$1.5M$1.2M-$219.8K2026-10-27
International Assets Investment Management, LLC
INCREASED4,1903,832+358+9%$1.3M$1.2M-$68.3K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED4,1834,088+95+2%$1.4M$1.2M-$237.8K2026-11-04
Americana Partners, LLC
DECREASED4,1795,072-893-18%$1.8M$1.2M-$587.9K2026-10-28
BankChampaign, National Association
INCREASED4,0263,951+75+2%$1.4M$1.2M-$234.7K2026-10-19
Artemis Wealth Advisors, LLC
DECREASED4,0006,000-2,000-33%$2.1M$1.2M-$968.8K2026-11-05
Meridian Wealth Management, LLC
DECREASED3,9414,295-354-8%$1.5M$1.1M-$381.3K2026-11-05
Strategic Blueprint, LLC
UNCHANGED3,7823,78200%$1.3M$1.1M-$245.5K2026-10-22
AXS Investments LLC
NEW3,764—+3,764——$1.1M—2026-11-04
FIG Financial Advisory Services Inc
NEW3,694—+3,694——$1.1M—2026-10-07
Henry James International Management Inc.
DECREASED3,6793,958-279-7%$1.4M$1.1M-$337.7K2026-10-14
HUB Investment Partners, LLC
DECREASED3,6484,141-493-12%$1.5M$1.1M-$411.6K2026-11-03
Darden Wealth Group Inc
DECREASED3,5503,916-366-9%$1.4M$1.0M-$360.2K2026-11-06
Cherry Creek Investment Advisors, Inc.
INCREASED3,4303,403+27+1%$1.2M$993.5K-$213.1K2026-10-14
Oak Grove Capital LLC
DECREASED3,4004,100-700-17%$1.5M$984.8K-$468.9K2026-10-09
Tufton Capital Management
DECREASED3,3993,649-250-7%$1.3M$984.0K-$309.0K2026-10-20
IFP Advisors, Inc
DECREASED3,3973,940-543-14%$1.4M$984.0K-$413.0K2026-10-16
Sage Capital Management, LLC
UNCHANGED3,3823,38200%$1.2M$980.4K-$219.7K2026-10-20
Balboa Wealth Partners
INCREASED3,3522,960+392+13%$1.0M$970.9K-$78.6K2026-10-20
Parallel Advisors, LLC
DECREASED3,2213,272-51-2%$1.2M$932.9K-$227.5K2026-11-03
Park Avenue Securities LLC
DECREASED3,1003,265-165-5%$1.2M$898.0K-$260.0K2026-10-26
Compound Planning, Inc.
DECREASED3,0983,663-565-15%$1.3M$897.4K-$401.3K2026-11-05
111 Capital
DECREASED3,0373,464-427-12%$1.2M$879.7K-$348.5K2026-11-03
Parisi Gray Wealth Management
INCREASED2,9282,887+41+1%$1.0M$848.3K-$175.3K2026-10-16
Cane Capital Partners, LLC
INCREASED2,9201,538+1,382+90%$545.3K$845.8K+$300.5K2026-10-23
Covenant Asset Management, LLC
INCREASED2,8342,814+20+1%$997.8K$820.9K-$176.9K2026-10-14
Alps Advisors Inc
NEW2,810—+2,810——$813.9K—2026-11-03
Merit Financial Group, LLC
INCREASED2,7252,028+697+34%$718.9K$789.4K+$70.5K2026-11-06
TFB Advisors LLC
DECREASED2,7223,387-665-20%$1.2M$788.5K-$412.5K2026-11-02
Accel Wealth Management
INCREASED2,6112,606+5+0%$924.0K$756.3K-$167.7K2026-10-13
Veracity Capital LLC
INCREASED2,5752,544+31+1%$902.2K$745.8K-$156.3K2026-10-08
Ahara Advisors LLC
INCREASED2,5271,466+1,061+72%$519.8K$732.0K+$212.2K2026-10-29
Gainplan LLC
NEW2,500—+2,500——$724.2K—2026-10-09
Portfolio Design Labs, LLC
DECREASED2,4762,492-16-1%$883.6K$717.2K-$166.4K2026-11-04
Apollon Wealth Management, LLC
DECREASED2,4632,487-24-1%$881.9K$713.5K-$168.4K2026-10-23
Prescott Group Capital Management, L.L.C.
UNCHANGED2,4622,46200%$873.0K$713.1K-$159.8K2026-10-30
Total Clarity Wealth Management, Inc.
INCREASED2,4491,315+1,134+86%$466.3K$709.4K+$243.1K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED2,4472,382+65+3%$844.6K$708.8K-$135.8K2026-10-22
Cornerstone Wealth Group, LLC
NEW2,339—+2,339——$677.5K—2026-11-02
Creative Financial Designs Inc
INCREASED2,3322,119+213+10%$751.3K$675.5K-$75.8K2026-11-04
Blue Line Capital, LLC / IL
INCREASED2,3132,048+265+13%$726.2K$670.0K-$56.2K2026-11-04
Sigma Planning Corp
DECREASED2,3062,601-295-11%$922.4K$668.1K-$254.3K2026-10-23
D.A. Davidson & Co.
DECREASED2,2177,373-5,156-70%$2.6M$642.2K-$2.0M2026-10-28
Crown Wealth Group, LLC
DECREASED2,2042,345-141-6%$831.5K$638.4K-$193.1K2026-10-19
AlphaCore Capital LLC
INCREASED2,1531,853+300+16%$657.0K$623.6K-$33.4K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED2,1144,815-2,701-56%$1.7M$612.3K-$1.1M2026-10-27
United Advisor Group, LLC
DECREASED2,1133,865-1,752-45%$1.4M$612.1K-$758.4K2026-11-03
Fifth Third Bancorp
NEW2,104—+2,104——$609.4K—2026-11-05
Larson Financial Group LLC
DECREASED2,0622,298-236-10%$814.8K$597.3K-$217.5K2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED2,0552,656-601-23%$941.7K$595.3K-$346.4K2026-10-29
Ascent Group, LLC
DECREASED2,0552,103-48-2%$745.7K$595.3K-$150.4K2026-10-30
CenterBook Partners LP
DECREASED2,0512,117-66-3%$750.6K$594.1K-$156.5K2026-11-02
Xcel Wealth Management, LLC
DECREASED2,0293,740-1,711-46%$1.3M$587.7K-$738.4K2026-10-26
Cidel Asset Management Inc
UNCHANGED2,0192,01900%$715.9K$584.6K-$131.2K2026-10-29
Costello Asset Management, Inc
DECREASED2,0173,064-1,047-34%$1.1M$584.2K-$502.2K2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED2,0102,031-21-1%$720.1K$582.2K-$137.9K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED2,0002,600-600-23%$921.9K$579.3K-$342.6K2026-11-05
Zullo Investment Group, Inc.
DECREASED1,9852,004-19-1%$710.6K$575.0K-$135.6K2026-10-20
Purus Wealth Management, LLC
DECREASED1,9511,966-15-1%$697.1K$565.1K-$132.0K2026-10-15
Global Trust Asset Management, LLC
DECREASED1,9272,120-193-9%$751.7K$558.2K-$193.5K2026-10-19
Signature Equity Partners, LLC
INCREASED1,9171,014+903+89%$359.5K$555.3K+$195.7K2026-10-29
Integrity Alliance, Llc.
DECREASED1,9063,612-1,706-47%$1.3M$552.1K-$728.6K2026-10-29
WBI Investments, LLC
DECREASED1,8806,863-4,983-73%$2.4M$544.6K-$1.9M2026-11-05
AdvisorNet Financial, Inc
INCREASED1,8411,747+94+5%$619.4K$438.2K-$181.3K2026-10-15
Goldenstone Wealth Management LLC
INCREASED1,8341,712+122+7%$607.1K$531.2K-$76.0K2026-11-04
TBH Global Asset Management, LLC
INCREASED1,8261,810+16+1%$641.8K$528.8K-$113.0K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED1,8241,871-47-3%$663.4K$528.3K-$135.1K2026-11-04
Ascentis Independent Advisors
NEW1,821—+1,821——$527.4K—2026-11-03
Provenance Wealth Advisors, LLC
NEW1,803—+1,803——$522.3K—2026-10-30
Westover Capital Advisors, LLC
UNCHANGED1,8001,80000%$638.2K$521.4K-$116.8K2026-10-26
Pembroke Management, LTD
INCREASED1,7711,696+75+4%$601.4K$513.0K-$88.4K2026-10-21
Kingswood Wealth Advisors, LLC
DECREASED1,7631,902-139-7%$674.4K$510.7K-$163.7K2026-10-23
Asset Dedication, LLC
INCREASED1,7201,710+10+1%$606.3K$498.2K-$108.1K2026-11-03
bLong Financial, LLC
UNCHANGED1,7101,71000%$606.3K$495.3K-$111.0K2026-10-29
Signal Advisors Wealth, LLC
INCREASED1,7051,699+6+0%$602.4K$493.9K-$108.5K2026-10-13
Kaizen Financial Strategies
UNCHANGED1,6801,68000%$567.0K$486.6K-$80.3K2026-10-09
Strong Retirement Solutions LLC
UNCHANGED1,6771,67700%$594.6K$485.8K-$108.9K2026-10-07
Mystic Asset Management, Inc.
INCREASED1,6651,535+130+8%$544.3K$482.3K-$62.0K2026-10-15
Baker Avenue Asset Management, LP
INCREASED1,6461,624+22+1%$575.8K$476.8K-$99.0K2026-11-06
Level Four Advisory Services, LLC
DECREASED1,6051,752-147-8%$621.2K$464.9K-$156.3K2026-11-06
Wedbush Securities Inc
DECREASED1,5961,835-239-13%$651.0K$462.0K-$189.0K2026-10-22
KRS Capital Management, LLC
INCREASED1,5681,447+121+8%$513.1K$454.2K-$58.9K2026-10-16
Blue Trust, Inc.
INCREASED1,5601,555+5+0%$551.4K$451.9K-$99.5K2026-10-15
Spirit of America Management Corp
UNCHANGED1,5001,50000%$531.9K$434.5K-$97.4K2026-10-14
Coquina Private Wealth LLC
UNCHANGED1,5001,50000%$531.9K$434.5K-$97.4K2026-10-27
First Affirmative Financial Network
NEW1,482—+1,482——$429.2K—2026-10-21
Wolff Wiese Magana LLC
INCREASED1,479932+547+59%$330.5K$428.4K+$97.9K2026-10-15
Brookstone Capital Management
DECREASED1,4711,497-26-2%$530.8K$426.1K-$104.7K2026-10-22
Mizuho Securities Co. Ltd.
NEW1,460—+1,460——$422.9K—2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED1,4231,421+2+0%$503.8K$412.2K-$91.7K2026-10-19
Vise Technologies, Inc.
NEW1,410—+1,410——$408.4K—2026-10-29
RDA Financial Network
INCREASED1,4061,399+7+1%$496.0K$407.3K-$88.8K2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
NEW1,404—+1,404——$406.7K—2026-10-15
LCM Capital Management Inc
INCREASED1,3801,252+128+10%$443.9K$399.7K-$44.2K2026-10-20
Ritholtz Wealth Management
INCREASED1,3681,316+52+4%$466.5K$396.1K-$70.3K2026-11-05
William John Sempolinski
DECREASED1,3671,802-435-24%$638.9K$396.0K-$243.0K2026-10-20
Providence First Trust Co
NEW1,364—+1,364——$395.1K—2026-11-02
Fairvoy Private Wealth, LLC
DECREASED1,3243,203-1,879-59%$1.1M$383.5K-$752.2K2026-10-19
CoreCap Advisors, LLC
DECREASED1,3161,984-668-34%$703.5K$381.2K-$322.3K2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED1,3001,185+115+10%$420.1K$376.5K-$43.6K2026-10-08
Zega Investments, LLC
UNCHANGED1,3001,30000%$460.9K$376.6K-$84.4K2026-11-04
Claro Advisors Inc.
INCREASED1,2921,289+3+0%$457.0K$374.2K-$82.8K2026-11-02
Altfest L J & Co Inc
UNCHANGED1,2831,28300%$454.9K$371.6K-$83.3K2026-10-27
Cache Advisors, LLC
UNCHANGED1,2801,28000%$453.9K$370.8K-$83.1K2026-10-16
Ashton Thomas Securities, LLC
DECREASED1,2742,473-1,199-48%$948.1K$369.0K-$579.1K2026-10-26
Choreo, LLC
INCREASED1,2731,253+20+2%$443.2K$369.2K-$73.9K2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED1,2711,265+6+0%$448.5K$368.2K-$80.4K2026-10-15
Hudock, Inc.
DECREASED1,2552,081-826-40%$737.9K$363.5K-$374.3K2026-10-14
Mirador Capital Partners LP
DECREASED1,2511,795-544-30%$636.5K$362.4K-$274.1K2026-10-09
Franchise GP Ltd
UNCHANGED1,2501,25000%$443.2K$362.1K-$81.1K2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,2501,25000%$443.2K$362.1K-$81.1K2026-10-20
Worthington Financial Partners, LLC
UNCHANGED1,2381,23800%$439.0K$358.6K-$80.4K2026-10-13
Clearstead Advisors, LLC
INCREASED1,2281,178+50+4%$417.7K$355.7K-$62.0K2026-11-06
Schmidt P J Investment Management Inc
DECREASED1,2221,587-365-23%$562.7K$354.0K-$208.7K2026-11-02
Cordoba Advisory Partners LLC
UNCHANGED1,2121,21200%$429.7K$351.1K-$78.7K2026-10-19
Chiron Capital Management, LLC
DECREASED1,2001,300-100-8%$460.9K$347.6K-$113.3K2026-10-15
Albion Financial Group
UNCHANGED1,2001,20000%$425.5K$347.6K-$77.9K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED1,187919+268+29%$325.9K$343.8K+$18.0K2026-10-21
Mission Wealth Management, LP
DECREASED1,1862,400-1,214-51%$850.8K$343.5K-$507.3K2026-10-15
Integrated Advisors Network LLC
DECREASED1,1831,497-314-21%$530.7K$342.6K-$188.1K2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED1,1831,18300%$419.5K$342.7K-$76.8K2026-11-02
Spire Wealth Management
INCREASED1,170845+325+38%$299.6K$338.9K+$39.3K2026-10-30
Fearless Solutions, LLC dba Best Invest
INCREASED1,1671,164+3+0%$412.7K$338.0K-$74.7K2026-10-14
Connecticut Capital Management Group, LLC
DECREASED1,1621,219-57-5%$432.2K$336.6K-$95.6K2026-10-29
Norden Group LLC
DECREASED1,1601,185-25-2%$420.2K$336.0K-$84.2K2026-10-20
Sowell Financial Services LLC
DECREASED1,1591,262-103-8%$447.6K$335.8K-$111.8K2026-10-23
SmartHarvest Portfolios, LLC
DECREASED1,1351,551-416-27%$549.9K$328.8K-$221.2K2026-10-26
Traynor Capital Management, Inc.
DECREASED1,1321,207-75-6%$428.0K$328.0K-$100.0K2026-10-29
RAM Investment Partners, LLC
UNCHANGED1,1171,11700%$396.1K$323.6K-$72.5K2026-10-21
Signaturefd, LLC
INCREASED1,090594+496+84%$210.6K$315.7K+$105.1K2026-10-23
Keybank National Association
DECREASED1,0862,031-945-47%$720.1K$314.6K-$405.6K2026-11-04
Gateway Investment Advisers LLC
NEW1,076—+1,076——$311.7K—2026-10-13
Resonant Capital Advisors, LLC
INCREASED1,059988+71+7%$350.3K$306.8K-$43.6K2026-10-15
Rossmore Private Capital
UNCHANGED1,0551,05500%$374.1K$305.6K-$68.5K2026-10-27
Vista Investment Partners II, LLC
INCREASED1,042594+448+75%$210.6K$301.8K+$91.2K2026-10-15
Rockline Wealth Management, LLC
UNCHANGED1,0371,03700%$367.7K$300.4K-$67.3K2026-10-26
Stronghold Wealth Management L.L.C.
INCREASED1,036736+300+41%$261.0K$300.1K+$39.1K2026-10-16
Almanack Investment Partners, Llc.
INCREASED1,024975+49+5%$345.7K$296.6K-$49.1K2026-11-03
New York Life Investment Management LLC
NEW1,019—+1,019——$295.2K—2026-11-04
Yankcom Partnership
DECREASED1,0141,031-17-2%$365.6K$293.7K-$71.8K2026-10-15
Portside Wealth Group, LLC
INCREASED1,006945+61+6%$335.1K$291.4K-$43.7K2026-10-20
Obermeyer Wealth Partners
UNCHANGED1,0031,00300%$355.6K$290.5K-$65.1K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED1,002740+262+35%$262.5K$290.3K+$27.8K2026-10-13
Avalon Capital Management
DECREASED1,0011,198-197-16%$424.8K$290.0K-$134.8K2026-11-04
Mindset Wealth Management, LLC
DECREASED1,0011,012-11-1%$358.8K$290.0K-$68.9K2026-10-19
Grandview Asset Management LLC
DECREASED1,0001,008-8-1%$357.4K$289.7K-$67.7K2026-10-19
Amplius Wealth Advisors, LLC
UNCHANGED1,0001,00000%$354.6K$289.7K-$64.9K2026-10-20
Griffin Asset Management, Inc.
UNCHANGED1,0001,00000%$354.6K$289.7K-$64.9K2026-10-22
Capital Investment Counsel, Inc
UNCHANGED1,0001,00000%$354.6K$289.7K-$64.9K2026-10-20
Central Valley Advisors, LLC
UNCHANGED1,0001,00000%$354.6K$289.7K-$64.9K2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED996112+884+789%$39.7K$288.5K+$248.8K2026-11-06
Chicago Partners Investment Group LLC
DECREASED996999-30%$282.8K$209.5K-$73.3K2026-10-27
Davenport & Co LLC
DECREASED9341,051-117-11%$372.7K$270.6K-$102.1K2026-10-14
SteelPeak Wealth, LLC
INCREASED931839+92+11%$297.4K$269.6K-$27.8K2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED92192100%$326.6K$266.8K-$59.8K2026-10-16
Earned Wealth Advisors, LLC
DECREASED917929-12-1%$329.4K$265.6K-$63.8K2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED911891+20+2%$315.9K$263.9K-$52.0K2026-11-02
GoalFusion Wealth Management, LLC
UNCHANGED90590500%$320.9K$262.1K-$58.7K2026-10-06
Wealth Architects, LLC
INCREASED889877+12+1%$311.0K$257.5K-$53.5K2026-11-03
Valley National Advisers Inc
UNCHANGED87087000%$308.5K$252.0K-$56.5K2026-10-23
Midwest Financial Group LLC
UNCHANGED86386300%$306.0K$250.0K-$56.0K2026-10-15
SeaCrest Wealth Management, LLC
INCREASED855713+142+20%$252.8K$247.7K-$5.1K2026-10-21
PW Nova Financial Services LLC
DECREASED845895-50-6%$317.3K$244.8K-$72.6K2026-10-15
Mandatum Life Insurance Co Ltd
DECREASED8381,028-190-18%$364.5K$242.7K-$121.8K2026-11-06
Verus Capital Partners, LLC
INCREASED813805+8+1%$285.4K$235.5K-$49.9K2026-11-03
Jeppson Wealth Management, LLC
UNCHANGED80680600%$285.8K$233.5K-$52.3K2026-10-20
Aspen Investment Management Inc
UNCHANGED80580500%$285.0K$233.0K-$52.0K2026-11-05
Welch & Forbes LLC
NEW800—+800——$231.7K—2026-11-04
Harbor Capital Advisors, Inc.
NEW796—+796——$231.0K—2026-10-22
Victrix Investment Advisors
UNCHANGED79679600%$282.2K$230.6K-$51.7K2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED79079000%$280.1K$228.8K-$51.3K2026-10-19
Vann Equity Management LLC
NEW789—+789——$228.5K—2026-10-08
HB Wealth Management, LLC
DECREASED7851,236-451-36%$438.2K$227.4K-$210.9K2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED7811,193-412-35%$423.0K$226.2K-$196.8K2026-10-22
Visionary Wealth Advisors
INCREASED773762+11+1%$270.2K$223.9K-$46.3K2026-11-04
First Bank & Trust
UNCHANGED77377300%$274.1K$223.9K-$50.2K2026-10-19
Smith Shellnut Wilson LLC
DECREASED765771-6-1%$273.4K$221.6K-$51.8K2026-10-21
MCF Advisors LLC
UNCHANGED76476400%$270.9K$221.3K-$49.6K2026-10-28
Westside Investment Management, Inc.
UNCHANGED75075000%$265.9K$220.8K-$45.1K2026-11-02
MGO One Seven LLC
DECREASED7392,940-2,201-75%$1.0M$214.1K-$828.3K2026-10-28
Courier Capital LLC
UNCHANGED73073000%$258.8K$211.5K-$47.4K2026-10-19
QTR Family Wealth, LLC
DECREASED729897-168-19%$318.0K$211.2K-$106.9K2026-11-02
RFG Advisory, LLC
INCREASED719666+53+8%$236.1K$208.3K-$27.9K2026-11-03
New Hampshire Trust
INCREASED714707+7+1%$250.7K$206.8K-$43.9K2026-10-20
Stiles Financial Services Inc
UNCHANGED71071000%$251.7K$205.7K-$46.1K2026-10-30
Ascentis Wealth Management, LLC
INCREASED708188+520+277%$66.7K$205.1K+$138.4K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED701637+64+10%$225.9K$203.1K-$22.8K2026-10-14
Comprehensive Financial Planning, Inc.
DECREASED700701-10%$248.6K$202.8K-$45.8K2026-10-27
Evansbrook LLC
UNCHANGED70070000%$248.2K$202.8K-$45.4K2026-10-16
Bfsg, LLC
UNCHANGED70070000%$248.2K$202.8K-$45.4K2026-10-30
Roberts Wealth Advisors, LLC
UNCHANGED69969900%$247.9K$202.5K-$45.4K2026-10-14
Apollon Financial, LLC
DECREASED696718-22-3%$254.6K$201.6K-$53.0K2026-10-23
Northbridge Financial Group, LLC
NEW695—+695——$210.3K—2026-11-05
Accredited Investors Inc.
INCREASED694679+15+2%$240.8K$201.0K-$39.7K2026-11-03
Quadcap Wealth Management, LLC
NEW693—+693——$200.7K—2026-11-02
Gamma Investing LLC
INCREASED655406+249+61%$144.0K$189.7K+$45.8K2026-10-08
TrinityBridge Ltd
UNCHANGED63563500%$225.0K$184.0K-$41.0K2026-10-30
Eastern Bank
UNCHANGED57257200%$202.8K$165.7K-$37.1K2026-10-05
Summit Securities Group LLC
NEW544—+544——$157.6K—2026-11-05
Royal Fund Management, LLC
DECREASED500809-309-38%$286.8K$144.8K-$142.0K2026-10-22
Cullen T Bankers, Inc.
INCREASED49511+484+4400%$3.9K$143.4K+$139.5K2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED45845800%$162.4K$132.7K-$29.7K2026-11-04
Jacobi Capital Management LLC
NEW444—+444——$128.6K—2026-11-05
Sterling Capital Management LLC
INCREASED406306+100+33%$108.5K$117.6K+$9.1K2026-10-22
Wealth Analytics Partners, LLC
NEW394—+394——$114.1K—2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED37537500%$133.0K$108.6K-$24.3K2026-10-23
Nova Financial LLC
NEW347—+347——$100.5K—2026-11-04
TFC Financial Management, Inc.
UNCHANGED31631600%$112.0K$91.5K-$20.5K2026-10-26
Montag A & Associates Inc
NEW314—+314——$91.0K—2026-10-29
Harbor Investment Advisory, LLC
INCREASED300150+150+100%$53.2K$86.9K+$33.7K2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW283—+283——$82.0K—2026-10-27
Fairscale Capital, LLC
UNCHANGED25725700%$91.1K$52.9K-$38.2K2026-11-04
Financial Consulate, Inc
UNCHANGED25025000%$88.6K$72.4K-$16.2K2026-10-23
Godsey & Gibb, Inc
UNCHANGED25025000%$88.6K$72.4K-$16.2K2026-10-14
Lanark Financial, Inc.
DECREASED220320-100-31%$113.5K$63.7K-$49.7K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED209142+67+47%$50.3K$60.5K+$10.2K2026-11-05
Pittenger & Anderson Inc
UNCHANGED20520500%$72.7K$59.4K-$13.3K2026-11-02
CX Institutional
NEW201—+201——$58—2026-10-02
Syntax Research, Inc.
UNCHANGED20020000%$70.9K$57.9K-$13.0K2026-11-04
Barrett & Company, Inc.
DECREASED195204-9-4%$72.3K$56.5K-$15.8K2026-10-22
Armstrong Advisory Group, Inc
DECREASED193373-180-48%$132.3K$55.9K-$76.4K2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED18818800%$66.7K$54.5K-$12.2K2026-10-16
Jcic Asset Management Inc.
INCREASED182157+25+16%$23.8K$52.7K+$29.0K2026-10-30
Compass Financial Management LLC
UNCHANGED17117100%$60.6K$49.5K-$11.1K2026-10-30
Wilkerson Advisory Group LLC
DECREASED166232-66-28%$82.3K$48.1K-$34.2K2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED16316300%$57.8K$47.2K-$10.6K2026-10-27
Concord Wealth Partners
UNCHANGED16116100%$57.1K$46.6K-$10.5K2026-11-02
WPG Advisers, LLC
UNCHANGED15415400%$54.6K$44.6K-$10.0K2026-10-27
Compagnie Lombard Odier SCmA
NEW150—+150——$43.4K—2026-11-04
Asset Planning,Inc
UNCHANGED15015000%$53.2K$43.4K-$9.7K2026-10-26
Catalyst Capital Advisors LLC
INCREASED141114+27+24%$40.4K$40.8K+$4212026-11-02
Physician Wealth Advisors, Inc.
DECREASED136242-106-44%$85.8K$39.4K-$46.4K2026-10-20
First Command Advisory Services, Inc.
INCREASED13251+81+159%$18.1K$38.2K+$20.2K2026-11-05
SRH Advisors, LLC
UNCHANGED13113100%$46.4K$37.9K-$8.5K2026-10-22
Birch Financial Group, LLC
NEW125—+125——$36.2K—2026-10-27
Rydar Equities, Inc.
NEW120—+120——$35.3K—2026-10-13
CGC Financial Services, LLC
INCREASED114100+14+14%$35.5K$33.0K-$2.4K2026-10-13
SJS Investment Consulting Inc.
DECREASED109216-107-50%$76.6K$31.6K-$45.0K2026-10-26
Kings Path Partners LLC
NEW100—+100——$29.0K—2026-10-21
North Star Investment Management Corp.
DECREASED100150-50-33%$53.2K$29.0K-$24.2K2026-10-27
Centerpoint Advisors, LLC
UNCHANGED10010000%$35$29.0K+$29.0K2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED10010000%$35.5K$29.0K-$6.5K2026-11-03
Key FInancial Inc
UNCHANGED10010000%$35.5K$29.0K-$6.5K2026-11-02
Cape Investment Advisory, Inc.
INCREASED7844+34+77%$15.6K$22.6K+$7.0K2026-10-13
Mosley Wealth Management
INCREASED7630+46+153%$10.6K$18.6K+$8.0K2026-10-16
Bear Mountain Capital, Inc.
UNCHANGED757500%$21.0K$17.0K-$4.0K2026-11-04
Sawyer & Company, Inc
UNCHANGED707000%$24.8K$20.3K-$4.5K2026-10-21
Proathlete Wealth Management LLC
NEW67—+67——$19.4K—2026-10-15
Hilltop National Bank
UNCHANGED676700%$23.8K$19.4K-$4.3K2026-10-14
Investment Research & Advisory Group, Inc.
NEW66—+66——$19.1K—2026-10-19
Rossby Financial, LCC
INCREASED668+58+725%$2.8K$19.1K+$16.3K2026-11-05
Private Trust Co NA
INCREASED6155+6+11%$19.5K$17.7K-$1.8K2026-10-20
Hurley Capital, LLC
DECREASED60162-102-63%$57.4K$17.4K-$40.1K2026-11-05
Bullock Wealth Management Group
UNCHANGED535300%$17.9K$15.5K-$2.4K2026-10-09
Kingdom Financial Group Llc.
UNCHANGED535300%$18.8K$15.4K-$3.4K2026-11-04
Strengthening Families & Communities, LLC
UNCHANGED525200%$18.4K$15.1K-$3.4K2026-10-21
Versant Capital Management, Inc
UNCHANGED515100%$18.1K$14.8K-$3.3K2026-10-02
Farmers & Merchants Investments Inc
DECREASED5075-25-33%$26.6K$14.5K-$12.1K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED505000%$17.7K$14.5K-$3.2K2026-10-28
DeDora Capital, Inc.
NEW46—+46——$13.3K—2026-10-26
Root Financial Partners, LLC
NEW46—+46——$13.3K—2026-10-21
NBH Bank
INCREASED4437+7+19%$13.1K$12.7K-$3742026-11-05
Nemes Rush Group LLC
UNCHANGED444400%$15.6K$12.7K-$2.9K2026-11-04
FNY Investment Advisers, LLC
DECREASED432,500-2,457-98%$886.0K$12-$886.0K2026-10-16
TD Private Client Wealth LLC
DECREASED4088-48-55%$31.2K$11.6K-$19.6K2026-10-28
Southern Michigan Bank & Trust
UNCHANGED404000%$14.2K$11.6K-$2.6K2026-10-19
Barnes Dennig Private Wealth Management LLC
UNCHANGED393900%$13.8K$11.3K-$2.5K2026-10-30
Nisa Investment Advisors, LLC
INCREASED3529+6+21%$10.3K$10.1K-$1452026-10-20
Western Pacific Wealth Management, LP
UNCHANGED353500%$12.4K$10.1K-$2.3K2026-10-16
Clearstead Trust, LLC
UNCHANGED353500%$12.4K$10.1K-$2.3K2026-11-06
Moisand Fitzgerald Tamayo, LLC
NEW33—+33——$9.6K—2026-10-15
IFS Advisors, LLC
INCREASED3215+17+113%$5.3K$9.3K+$4.0K2026-10-14
Meriwether Wealth & Planning, LLC
NEW30—+30——$8.7K—2026-10-13
Reyes Financial Architecture, Inc.
DECREASED30136-106-78%$48.2K$8.7K-$39.5K2026-10-22
Archer Investment Corp
UNCHANGED303000%$10.6K$8.7K-$1.9K2026-11-05
Investors Research Corp
UNCHANGED303000%$10.6K$8.7K-$1.9K2026-10-07
Quest 10 Wealth Builders, Inc.
DECREASED2527-2-7%$9.6K$7.2K-$2.3K2026-11-02
Legacy Bridge, LLC
UNCHANGED252500%$8.9K$7.2K-$1.6K2026-10-28
PayPay Securities Corp
DECREASED2134-13-38%$12.1K$6.1K-$6.0K2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED202000%$7.1K$5.8K-$1.3K2026-10-23
Toth Financial Advisory Corp
UNCHANGED202000%$7.1K$5.8K-$1.3K2026-10-08
Abound Wealth Management
NEW18—+18——$5.2K—2026-10-26
JFS Wealth Advisors, LLC
NEW17—+17——$4.8K—2026-11-03
Peterson Wealth Management
UNCHANGED151500%$5.3K$4.3K-$9742026-11-06
Retirement Wealth Solutions LLC
UNCHANGED141400%$5.0K$4.1K-$9082026-10-07
Trust Co
UNCHANGED131300%$4.6K$3.8K-$8432026-10-09
Latitude Advisors, LLC
NEW10—+10——$2.9K—2026-10-27
KBC Group NV
UNCHANGED101000%$4$3-$12026-10-22
Peterson Wealth Services
UNCHANGED101000%$3.5K$2.9K-$6492026-10-26
Bell Investment Advisors, Inc
DECREASED911-2-18%$3.9K$2.6K-$1.3K2026-10-29
Lloyd Advisory Services, Llc.
UNCHANGED8800%$2.8K$2.3K-$5202026-11-02
Highline Wealth Partners LLC
NEW7—+7——$2.0K—2026-10-19
Contravisory Investment Management, Inc.
NEW6—+6——$1.7K—2026-10-13
Gilpin Wealth Management, LLC
NEW5—+5——$1.4K—2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED4400%$1.4K$1.2K-$2592026-10-15
Key Capital Management, Inc
UNCHANGED3300%$1.1K$869-$1952026-11-03
Marquette Asset Management, LLC
NEW2—+2——$580—2026-10-09
Lodestone Wealth Management LLC
UNCHANGED2200%$709$579-$1302026-10-14
Mather Group, Llc.
UNCHANGED1100%$355$290-$652026-10-14
Covestor Ltd
NEW0—0——$0—2026-10-30
Oriental Harbor Investment Master Fund
CLOSED0150,573-150,573-100%$53.4M$0-$53.4M2026-10-22
Renaissance Capital LLC
CLOSED044,595-44,595-100%$15.8M$0-$15.8M2026-10-23
Natixis
CLOSED037,713-37,713-100%$13.4M$0-$13.4M2026-11-06
Vestor Capital, LLC
CLOSED025,430-25,430-100%$3.8K$0-$3.8K2026-11-04
Gunderson Capital Management LLC
CLOSED023,028-23,028-100%$8.2M$0-$8.2M2026-10-15
Decker Retirement Planning Inc.
CLOSED018,952-18,952-100%$6.7M$0-$6.7M2026-10-19
Atlatl Advisers LLC
CLOSED014,276-14,276-100%$5.1M$0-$5.1M2026-10-22
Trek Financial, LLC
CLOSED013,132-13,132-100%$4.7M$0-$4.7M2026-10-29
Smith Group Asset Management, LLC
CLOSED08,520-8,520-100%$3.0M$0-$3.0M2026-10-27
Maxi Investments CY Ltd
CLOSED08,300-8,300-100%$2.9M$0-$2.9M2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
CLOSED07,052-7,052-100%$2.5M$0-$2.5M2026-10-22
Indivisible Partners
CLOSED06,597-6,597-100%$2.3M$0-$2.3M2026-10-26
Park Capital Management, LLC / WI
CLOSED04,779-4,779-100%$1.7M$0-$1.7M2026-10-13
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED03,832-3,832-100%$1.4M$0-$1.4M2026-11-04
Highland Capital Management, LLC
CLOSED03,000-3,000-100%$1.1M$0-$1.1M2026-10-26
True Private Wealth Advisors
CLOSED02,808-2,808-100%$995.7K$0-$995.7K2026-10-19
Guardian Partners Inc.
CLOSED02,800-2,800-100%$992.8K$0-$992.8K2026-10-21
Connective Portfolio Management, LLC
CLOSED02,800-2,800-100%$992.8K$0-$992.8K2026-10-22
Simplex Trading, LLC
CLOSED02,428-2,428-100%$860.9K$0-$860.9K2026-11-04
Heritage OAK Wealth Advisors LLC
CLOSED02,019-2,019-100%$715.8K$0-$715.8K2026-10-14
Axxcess Wealth Management, LLC
CLOSED01,716-1,716-100%$608.4K$0-$608.4K2026-10-21
Crescent Sterling, Ltd.
CLOSED01,423-1,423-100%$504.6K$0-$504.6K2026-10-16
Wesbanco Bank Inc
CLOSED01,281-1,281-100%$454.2K$0-$454.2K2026-11-04
Capital Asset Advisory Services LLC
CLOSED01,246-1,246-100%$441.8K$0-$441.8K2026-10-30
Left Brain Wealth Management, LLC
CLOSED01,205-1,205-100%$427.3K$0-$427.3K2026-10-28
Wellington Shields Capital Management, LLC
CLOSED01,164-1,164-100%$412.7K$0-$412.7K2026-11-03
Redhawk Wealth Advisors, Inc.
CLOSED01,058-1,058-100%$375.1K$0-$375.1K2026-10-14
Collaborative Fund Advisors, LLC
CLOSED01,025-1,025-100%$363.4K$0-$363.4K2026-11-02
Jefferies Financial Group Inc.
CLOSED0950-950-100%$336.8K$0-$336.8K2026-11-05
Tabr Capital Management, LLC
CLOSED0900-900-100%$319.1K$0-$319.1K2026-10-20
Vertrix Wealth Management, LLC
CLOSED0823-823-100%$291.8K$0-$291.8K2026-10-13
Victory Financial Group, LLC
CLOSED0772-772-100%$273.7K$0-$273.7K2026-10-27
Fischer Financial Services, Inc.
CLOSED0751-751-100%$266.3K$0-$266.3K2026-10-30
Andrews Advisory Associates, LLC
CLOSED0690-690-100%$244.7K$0-$244.7K2026-10-15
Inscription Capital, LLC
CLOSED0665-665-100%$235.8K$0-$235.8K2026-11-02
Core Wealth Partners LLC
CLOSED0664-664-100%$235.4K$0-$235.4K2026-11-02
Tlwm
CLOSED0661-661-100%$234.4K$0-$234.4K2026-10-09
Silverlake Wealth Management LLC
CLOSED0656-656-100%$232.6K$0-$232.6K2026-10-21
Northeast Investment Management
CLOSED0637-637-100%$225.9K$0-$225.9K2026-10-30
Encompass More Asset Management
CLOSED0634-634-100%$224.8K$0-$224.8K2026-10-16
Mascagni Wealth Management, Inc.
CLOSED0632-632-100%$224.1K$0-$224.1K2026-10-23
Northwest Financial Advisors
CLOSED0615-615-100%$218.1K$0-$218.1K2026-10-27
Balefire, LLC
CLOSED0605-605-100%$214.5K$0-$214.5K2026-10-09
DWR Wealth Management, LLC
CLOSED0601-601-100%$206.5K$0-$206.5K2026-10-13
Alliance Wealth Advisors, LLC
CLOSED0600-600-100%$212.7K$0-$212.7K2026-10-14
Family Legacy Financial Solutions, LLC
CLOSED0600-600-100%$212.7K$0-$212.7K2026-10-07
Daymark Wealth Partners, LLC
CLOSED0585-585-100%$207.4K$0-$207.4K2026-11-04
First International Bank of Israel Ltd.
CLOSED0580-580-100%$205.7K$0-$205.7K2026-11-04
IPG Investment Advisors LLC
CLOSED0570-570-100%$202.1K$0-$202.1K2026-10-30
Wilmington Savings Fund Society, FSB
CLOSED0470-470-100%$166.6K$0-$166.6K2026-10-23
Bayforest Capital Ltd
CLOSED0366-366-100%$129.8K$0-$129.8K2026-11-03
Tsfg, LLC
CLOSED0285-285-100%$101.0K$0-$101.0K2026-10-23
Cornerstone Planning Group LLC
CLOSED0134-134-100%$38.0K$0-$38.0K2026-10-16
RHL Group, LLC
CLOSED0118-118-100%$41.9K$0-$41.9K2026-11-04
Tokio Marine Asset Management Co LTD
CLOSED097-97-100%$34.4K$0-$34.4K2026-10-26
Wealth Enhancement Trust Services, Inc.
CLOSED071-71-100%$25.1K$0-$25.1K2026-10-07
Wormser Freres Gestion
CLOSED052-52-100%$18.4K$0-$18.4K2026-10-21
Kelleher Financial Advisors
CLOSED050-50-100%$17.7K$0-$17.7K2026-10-30
Stone House Investment Management, LLC
CLOSED049-49-100%$17.4K$0-$17.4K2026-10-23
Roxbury Financial LLC
CLOSED046-46-100%$16.3K$0-$16.3K2026-10-01
Gill Capital Partners, LLC
CLOSED011-11-100%$3.9K$0-$3.9K2026-10-13
Obsidian CIO, LLC
CLOSED010-10-100%$3.5K$0-$3.5K2026-11-05
Hazlett, Burt & Watson, Inc.
CLOSED05-5-100%$2$0-$22026-11-04
Tower Trust & Investment Co
CLOSED04-4-100%$1.4K$0-$1.4K2026-10-28
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Invesco Ltd.
N/A—12,816,588-12,816,588-100%$4.5B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—6,504,147-6,504,147-100%$2.3B———
Capital World Investors
N/A—4,330,875-4,330,875-100%$1.5B———
Arrowstreet Capital, Limited Partnership
N/A—4,094,696-4,094,696-100%$1.5B———
FMR LLC
N/A—4,062,977-4,062,977-100%$1.4B———
Goldman Sachs Group Inc
N/A—2,922,908-2,922,908-100%$1.0B———
Van Eck Associates Corp
N/A—2,600,597-2,600,597-100%$922.1M———
Capital Research Global Investors
N/A—2,401,422-2,401,422-100%$851.4M———
Morgan Stanley
N/A—2,158,428-2,158,428-100%$765.3M———
Capital International Investors
N/A—2,050,241-2,050,241-100%$726.8M———
BlackRock, Inc.
N/A—2,035,975-2,035,975-100%$721.9M———
Franklin Resources Inc
N/A—2,024,003-2,024,003-100%$717.7M———
Schroder Investment Management Group
N/A—1,873,306-1,873,306-100%$664.2M———
UBS Group AG
N/A—1,648,810-1,648,810-100%$584.6M———
Altimeter Capital Management, LP
N/A—1,641,972-1,641,972-100%$582.2M———
Susquehanna International Group, LLP
N/A—1,627,121-1,627,121-100%$576.9M———
Bank of America Corp
N/A—1,218,800-1,218,800-100%$432.1M———
JPMorgan Chase & Co
N/A—1,184,566-1,184,566-100%$407.0M———
Lansdowne Partners (UK) LLP
N/A—1,072,493-1,072,493-100%$380.3M———
Royal Bank of Canada
N/A—1,068,616-1,068,616-100%$378.9M———
Evergreen Quality Fund GP, Ltd.
N/A—981,449-981,449-100%$348.0M———
Mubadala Investment Co Pjsc
N/A—901,960-901,960-100%$319.8M———
Employees Provident Fund Board
N/A—900,000-900,000-100%$319.1M———
Wellington Management Group LLP
N/A—809,451-809,451-100%$287.0M———
Loomis Sayles & Co L P
N/A—785,168-785,168-100%$278.4M———
Price T Rowe Associates Inc
N/A—719,274-719,274-100%$255.0M———
Two Sigma Investments, LP
N/A—660,156-660,156-100%$234.1M———
Sands Capital Management, LLC
N/A—642,829-642,829-100%$227.9M———
Altshuler Shaham Ltd
N/A—590,484-590,484-100%$209.4M———
BNP Paribas Financial Markets
N/A—549,399-549,399-100%$194.8M———
Rathbones Group PLC
N/A—501,861-501,861-100%$177.9M———
Wells Fargo & Company
N/A—500,220-500,220-100%$177.4M———
Rafferty Asset Management, LLC
N/A—495,435-495,435-100%$175.7M———
Allianz Asset Management GmbH
N/A—486,755-486,755-100%$172.6M———
Gilder Gagnon Howe & Co LLC
N/A—461,461-461,461-100%$163.6M———
Baillie Gifford & Co
N/A—441,365-441,365-100%$156.5M———
Clear Street Group Inc.
N/A—401,475-401,475-100%$142.4M———
Menora Mivtachim Holdings Ltd.
N/A—400,000-400,000-100%$141.8M———
Voya Investment Management LLC
N/A—380,675-380,675-100%$135.0M———
Tidal Investments LLC
N/A—368,074-368,074-100%$130.5M———
Raymond James Financial Inc
N/A—366,955-366,955-100%$130.1M———
State Street Corp
N/A—359,440-359,440-100%$127.4M———
Ameriprise Financial Inc
N/A—355,496-355,496-100%$127.7M———
BNP Paribas Asset Management Holding S.A.
N/A—350,919-350,919-100%$124.4M———
First Trust Advisors LP
N/A—349,627-349,627-100%$124.0M———
American Century Companies Inc
N/A—348,989-348,989-100%$123.7M———
LPL Financial LLC
N/A—310,127-310,127-100%$110.0M———
Defiance ETFs, LLC
N/A—308,010-308,010-100%$103.9M———
Neuberger Berman Group LLC
N/A—303,311-303,311-100%$107.5M———
Penserra Capital Management LLC
N/A—295,071-295,071-100%$104.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—283,151-283,151-100%$100.4M———
Legal & General Group Plc
N/A—281,969-281,969-100%$100.0M———
Artisan Partners Limited Partnership
N/A—279,829-279,829-100%$99.2M———
Mark Asset Management LP
N/A—275,310-275,310-100%$97.6M———
Marex Group Ltd
N/A—266,382-266,382-100%$94.5M———
1832 Asset Management L.P.
N/A—249,400-249,400-100%$88.4M———
Nordea Investment Management AB
N/A—234,772-234,772-100%$82.7M———
Primecap Management Co
N/A—233,680-233,680-100%$82.9M———
NZS Capital, LLC
N/A—229,378-229,378-100%$81.3M———
Alliancebernstein L.P.
N/A—226,427-226,427-100%$34.3M———
Jones Financial Companies Lllp
N/A—224,696-224,696-100%$75.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—220,321-220,321-100%$78.1M———
Whittier Trust Co
N/A—217,837-217,837-100%$70.2M———
Royal London Asset Management LTD
N/A—214,787-214,787-100%$76.2M———
Dock Street Asset Management Inc
N/A—210,605-210,605-100%$74.7M———
SEI Investments Co
N/A—196,491-196,491-100%$69.7M———
Munro Partners
N/A—193,733-193,733-100%$68.7M———
Focus Partners Wealth
N/A—193,094-193,094-100%$68.5M———
Susquehanna Fundamental Investments, LLC
N/A—188,153-188,153-100%$66.7M———
National Bank of Canada
N/A—185,466-185,466-100%$65.8M———
Victory Capital Management Inc
N/A—177,220-177,220-100%$62.8M———
Deutsche Bank Ag\
N/A—176,136-176,136-100%$62.5M———
Silvant Capital Management LLC
N/A—172,817-172,817-100%$61.3M———
Banque Transatlantique SA
N/A—169,154-169,154-100%$35.9M———
Citadel Advisors LLC
N/A—167,727-167,727-100%$59.5M———
Rockefeller Capital Management L.P.
N/A—155,106-155,106-100%$55.0M———
Tensor Edge Capital, LLC
N/A—154,141-154,141-100%$54.7M———
UBS Asset Management Americas LLC
N/A—153,355-153,355-100%$54.4M———
AustralianSuper Pty Ltd
N/A—151,983-151,983-100%$53.9M———
Jupiter Topco LLC
N/A—146,297-146,297-100%$51.9M———
Pacer Advisors, Inc.
N/A—144,383-144,383-100%$51.2M———
Osaic Holdings, Inc.
N/A—138,926-138,926-100%$49.3M———
CI Investments Inc.
N/A—137,295-137,295-100%$48.7M———
CIBC World Market Inc.
N/A—130,813-130,813-100%$46.4M———
Bessemer Group Inc
N/A—121,827-121,827-100%$43.2M———
Natixis Advisors, LLC
N/A—121,769-121,769-100%$43.2M———
Nissay Asset Management Corp N
N/A—119,495-119,495-100%$42.4M———
Geode Capital Management, LLC
N/A—118,891-118,891-100%$42.2M———
Public Employees Retirement System of Ohio
N/A—107,962-107,962-100%$38.3M———
Capital International Sarl
N/A—104,537-104,537-100%$37.1M———
Liontrust Investment Partners LLP
N/A—102,359-102,359-100%$36.3M———
TD Asset Management Inc
N/A—100,930-100,930-100%$35.8M———
Bank of Montreal
N/A—97,748-97,748-100%$34.7M———
Guggenheim Capital LLC
N/A—97,653-97,653-100%$34.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—97,416-97,416-100%$34.5M———
APG Asset Management N.V.
N/A—95,515-95,515-100%$29.6M———
HighTower Advisors, LLC
N/A—94,388-94,388-100%$33.5M———
Envestnet Asset Management Inc
N/A—91,677-91,677-100%$32.5M———
Whittier Trust Co of Nevada Inc
N/A—91,308-91,308-100%$27.4M———
Rheos Capital Works Inc.
N/A—90,000-90,000-100%$31.9M———
Vident Advisory, LLC
N/A—85,324-85,324-100%$30.3M———
Jane Street Group, LLC
N/A—83,470-83,470-100%$29.6M———
Handelsbanken Fonder AB
N/A—74,374-74,374-100%$26.4M———
Nomura Asset Management Co LTD
N/A—71,206-71,206-100%$25.2M———
Intrinsic Edge Capital Management LLC
N/A—69,266-69,266-100%$24.6M———
USS Investment Management Ltd
N/A—64,083-64,083-100%$22.7M———
Capital International, Inc.
N/A—62,911-62,911-100%$22.3M———
Northwestern Mutual Wealth Management Co
N/A—61,386-61,386-100%$21.8M———
Jump Financial, LLC
N/A—57,247-57,247-100%$20.3M———
Stifel Financial Corp
N/A—57,182-57,182-100%$20.3M———
Capital International LTD
N/A—56,366-56,366-100%$20.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—55,794-55,794-100%$19.9M———
CSM Advisors, LLC
N/A—54,946-54,946-100%$19.5M———
Harvest Fund Management Co., Ltd
N/A—51,512-51,512-100%$18.3M———
Cetera Investment Advisers
N/A—49,339-49,339-100%$17.5M———
SG Americas Securities, LLC
N/A—48,661-48,661-100%$17.3M———
Krane Funds Advisors LLC
N/A—48,236-48,236-100%$17.1M———
Ardsley Advisory Partners LP
N/A—47,000-47,000-100%$16.6M———
Man Group plc
N/A—46,410-46,410-100%$16.5M———
Norges Bank
N/A—45,898-45,898-100%$16.3M———
Canada Pension Plan Investment Board
N/A—45,137-45,137-100%$16.0M———
HSBC Holdings PLC
N/A—44,553-44,553-100%$15.9M———
Shelton Capital Management
N/A—43,722-43,722-100%$15.5M———
&partners
N/A—43,611-43,611-100%$15.5M———
Ratan Capital Management LP
N/A—43,515-43,515-100%$15.4M———
Janney Montgomery Scott LLC
N/A—41,057-41,057-100%$14.6M———
Berkshire Capital Holdings Inc
N/A—38,840-38,840-100%$13.8M———
New York State Common Retirement Fund
N/A—37,367-37,367-100%$13.2M———
Advisory Services Network, LLC
N/A—36,382-36,382-100%$12.9M———
Oversea-Chinese Banking Corp Ltd
N/A—35,342-35,342-100%$11.8M———
Broadleaf Partners, LLC
N/A—34,484-34,484-100%$12.2M———
Waratah Capital Advisors Ltd.
N/A—30,070-30,070-100%$10.7M———
Peregrine Investment Management Inc
N/A—30,000-30,000-100%$10.6M———
Kadensa Capital Ltd
N/A—29,799-29,799-100%$10.6M———
Voloridge Investment Management, LLC
N/A—29,773-29,773-100%$10.6M———
Vestmark Advisory Solutions, Inc.
N/A—28,780-28,780-100%$10.2M———
Lagoda Investment Management, L.P.
N/A—28,525-28,525-100%$10.1M———
Groupe la Francaise
N/A—28,120-28,120-100%$10.0M———
Duquesne Family Office LLC
N/A—28,090-28,090-100%$10.0M———
Mizuho Markets Cayman LP
N/A—27,684-27,684-100%$9.8M———
Fred Alger Management, LLC
N/A—27,637-27,637-100%$9.8M———
Modus Advisors, LLC
N/A—27,399-27,399-100%$9.7M———
Morgens Waterfall Vintiadis & Co Inc
N/A—27,000-27,000-100%$9.6M———
Financial Gravity Companies, Inc.
N/A—25,683-25,683-100%$9.1M———
Mariner, LLC
N/A—25,602-25,602-100%$9.1M———
EFG International AG
N/A—25,054-25,054-100%$8.9M———
Azimuth Capital Investment Management LLC
N/A—24,806-24,806-100%$8.8M———
MML Investors Services, LLC
N/A—24,664-24,664-100%$8.7M———
Marsico Capital Management LLC
N/A—24,460-24,460-100%$8.7M———
Baader Bank Aktiengesellschaft
N/A—24,363-24,363-100%$8.6M———
Independent Advisor Alliance
N/A—23,578-23,578-100%$8.4M———
Meiji Yasuda Asset Management Co Ltd.
N/A—21,921-21,921-100%$7.8M———
Mufg Securities Emea plc
N/A—21,462-21,462-100%$7.6M———
Equitable Holdings, Inc.
N/A—20,784-20,784-100%$7.4M———
Longitude (Cayman) Ltd.
N/A—20,500-20,500-100%$7.3M———
NewEdge Wealth, LLC
N/A—20,246-20,246-100%$7.2M———
Nomura Holdings Inc
N/A—20,211-20,211-100%$7.2M———
Blair William & Co
N/A—20,050-20,050-100%$7.1M———
Oaktop Capital Management II, L.P.
N/A—20,000-20,000-100%$7.1M———
CacheTech Inc.
N/A—19,820-19,820-100%$7.0M———
Credit Agricole S A
N/A—19,121-19,121-100%$6.8M———
Federation des caisses Desjardins du Quebec
N/A—19,014-19,014-100%$6.7M———
NewEdge Advisors, LLC
N/A—18,933-18,933-100%$6.7M———
Mediolanum International Funds Ltd
N/A—18,632-18,632-100%$6.4M———
Camarda Financial Advisors, LLC
N/A—18,316-18,316-100%$6.5M———
Elevation Advisory Partners LLC
N/A—17,782-17,782-100%$4.8M———
L & S Advisors Inc
N/A—17,588-17,588-100%$6.2M———
Tower Research Capital LLC (TRC)
N/A—17,256-17,256-100%$6.1M———
Norinchukin Bank, The
N/A—16,031-16,031-100%$5.7M———
Cerity Partners LLC
N/A—15,861-15,861-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—15,646-15,646-100%$5.5M———
Ameritas Investment Partners, Inc.
N/A—15,377-15,377-100%$5.5M———
Snowden Capital Advisors LLC
N/A—15,354-15,354-100%$5.4M———
Adams Wealth Management
N/A—15,251-15,251-100%$5.4M———
Ogborne Capital Management, LLC
N/A—15,000-15,000-100%$5.3M———
E Fund Management Co., Ltd.
N/A—14,858-14,858-100%$5.3M———
Pinebridge Investments LLC
N/A—14,406-14,406-100%$5.1M———
Northern Trust Corp
N/A—14,259-14,259-100%$5.1M———
Fora Capital, LLC
N/A—14,142-14,142-100%$5.0M———
AFT, Forsyth & Company, Inc.
N/A—14,108-14,108-100%$5.0M———
Toronto Dominion Bank
N/A—13,399-13,399-100%$4.8M———
Scotia Capital Inc.
N/A—13,393-13,393-100%$4.7M———
Baird Financial Group, Inc.
N/A—13,054-13,054-100%$4.6M———
Entropy Technologies, LP
N/A—13,042-13,042-100%$4.6M———
Balyasny Asset Management L.P.
N/A—12,973-12,973-100%$4.6M———
Nuveen, LLC
N/A—12,336-12,336-100%$4.4M———
Avenir Tech Ltd
N/A—12,256-12,256-100%$4.3M———
Capital Group Investment Management Pte. Ltd.
N/A—12,102-12,102-100%$4.3M———
Myda Advisors LLC
N/A—12,000-12,000-100%$4.3M———
Dakota Wealth Management
N/A—11,728-11,728-100%$4.2M———
Centaurus Financial, Inc.
N/A—11,627-11,627-100%$4.1M———
GTS Securities LLC
N/A—11,501-11,501-100%$4.1M———
Private Advisor Group, LLC
N/A—11,227-11,227-100%$4.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—10,678-10,678-100%$3.8M———
Capstone Investment Advisors, LLC
N/A—10,492-10,492-100%$3.7M———
Stratos Wealth Partners, Ltd.
N/A—10,367-10,367-100%$3.7M———
Pine Valley Investments Ltd Liability Co
N/A—10,066-10,066-100%$3.6M———
Itau Unibanco Holding S.A.
N/A—10,000-10,000-100%$3.5M———
Sona Asset Management (US) LLC
N/A—10,000-10,000-100%$3.5M———
Phoenix Financial Ltd.
N/A—10,000-10,000-100%$4.7M———
Fukoku Mutual Life Insurance Co
N/A—10,000-10,000-100%$3.5M———
Orion Porfolio Solutions, LLC
N/A—9,984-9,984-100%$3.5M———
QRG Capital Management, Inc.
N/A—9,591-9,591-100%$3.4M———
Summit Financial, LLC
N/A—9,388-9,388-100%$3.3M———
Dorsey & Whitney Trust Co LLC
N/A—9,167-9,167-100%$3.3M———
Cofg Advisors, LLC
N/A—8,962-8,962-100%$3.2M———
Flow Traders U.S. LLC
N/A—8,784-8,784-100%$3.1M———
Thoroughbred Financial Services, LLC
N/A—8,743-8,743-100%$3.1M———
Iyo Bank, Ltd.
N/A—8,688-8,688-100%$3.1M———
Meiji Yasuda Life Insurance Co
N/A—8,669-8,669-100%$3.1M———
Zurich Insurance Group Ltd
N/A—8,655-8,655-100%$3.1M———
Insigneo Advisory Services, LLC
N/A—8,622-8,622-100%$3.1M———
Stephens Inc
N/A—8,554-8,554-100%$3.0M———
Walleye Capital LLC
N/A—8,509-8,509-100%$3.0M———
Empirical Asset Management, LLC
N/A—8,380-8,380-100%$3.0M———
Russell Investments Group, Ltd.
N/A—7,859-7,859-100%$2.8M———
CIM Investment Management Inc
N/A—7,852-7,852-100%$2.8M———
Seeds Investor LLC
N/A—7,850-7,850-100%$2.8M———
Envestnet Portfolio Solutions, Inc.
N/A—7,771-7,771-100%$2.8M———
Captrust Financial Advisors
N/A—7,667-7,667-100%$2.7M———
Fiduciary Trust Co
N/A—7,648-7,648-100%$2.7M———
SBI Okasan Asset Management Co.Ltd.
N/A—7,611-7,611-100%$2.6M———
Proem Advisors LLC
N/A—7,500-7,500-100%$2.7M———
Quantinno Capital Management LP
N/A—7,288-7,288-100%$2.6M———
CIBC Bancorp USA Inc.
N/A—7,245-7,245-100%$2.6M———
Mercer Global Advisors Inc
N/A—7,205-7,205-100%$2.6M———
Verition Fund Management LLC
N/A—7,106-7,106-100%$2.5M———
Icici Prudential Asset Management Co Ltd
N/A—7,011-7,011-100%$2.5M———
Polymer Capital Management (HK) LTD
N/A—7,001-7,001-100%$2.5M———
Havemeyer Place LP
N/A—6,877-6,877-100%$2.4M———
Barrier Capital Management, LLC
N/A—6,782-6,782-100%$2.4M———
ING Groep NV
N/A—6,767-6,767-100%$2.4M———
Geneos Wealth Management Inc.
N/A—6,602-6,602-100%$2.3M———
Hantz Financial Services, Inc.
N/A—6,593-6,593-100%$2.3M———
Acadian Asset Management LLC
N/A—6,593-6,593-100%$2.3M———
Prasad Wealth Partners, LLC
N/A—6,573-6,573-100%$2.3M———
Charles Schwab Investment Management Inc
N/A—6,443-6,443-100%$2.3M———
Edmond de Rothschild Holding S.A.
N/A—6,323-6,323-100%$2.2M———
Ensign Peak Advisors, Inc
N/A—6,103-6,103-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—6,085-6,085-100%$2.2M———
Kovack Advisors, Inc.
N/A—6,045-6,045-100%$2.1M———
Maridea Wealth Management LLC
N/A—5,958-5,958-100%$2.1M———
Empowered Funds, LLC
N/A—5,870-5,870-100%$2.1M———
Wealthfront Advisers LLC
N/A—5,782-5,782-100%$2.1M———
Lazard Asset Management LLC
N/A—5,776-5,776-100%$2.0M———
D. E. Shaw & Co., Inc.
N/A—5,764-5,764-100%$2.0M———
Cresset Asset Management, LLC
N/A—5,518-5,518-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—5,466-5,466-100%$1.9M———
IKE Capital, LLC
N/A—5,331-5,331-100%$1.9M———
Q3 Asset Management
N/A—5,244-5,244-100%$1.9M———
Twin Tree Management, LP
N/A—5,096-5,096-100%$1.8M———
B & T Capital Management DBA Alpha Capital Management
N/A—5,048-5,048-100%$1.8M———
Bridgewater Associates, LP
N/A—4,924-4,924-100%$1.7M———
Stevens Capital Management LP
N/A—4,918-4,918-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—4,809-4,809-100%$1.7M———
SCS Capital Management LLC
N/A—4,788-4,788-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—4,752-4,752-100%$1.7M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—4,644-4,644-100%$1.6M———
Vega Investment Solutions
N/A—4,612-4,612-100%$1.6M———
Alerus Financial NA
N/A—4,563-4,563-100%$1.6M———
Arkadios Wealth Advisors
N/A—4,556-4,556-100%$1.6M———
Partners Group Holding AG
N/A—4,400-4,400-100%$1.6M———
PFG Investments, LLC
N/A—4,378-4,378-100%$1.6M———
IHT Wealth Management, LLC
N/A—4,291-4,291-100%$1.5M———
Vanguard Personalized Indexing Management, LLC
N/A—4,237-4,237-100%$1.5M———
Belpointe Asset Management LLC
N/A—4,233-4,233-100%$1.5M———
Fortis Capital Advisors, LLC
N/A—4,233-4,233-100%$1.5M———
Bank of Marin
N/A—4,205-4,205-100%$1.5M———
Joule Financial, LLC
N/A—4,195-4,195-100%$1.5M———
Townsquare Capital LLC
N/A—4,172-4,172-100%$1.5M———
Fund Advisors of America Inc
N/A—4,155-4,155-100%$1.5M———
Lotus Technology Management, LP
N/A—4,114-4,114-100%$1.5M———
EP Wealth Advisors, LLC
N/A—4,055-4,055-100%$1.4M———
Harbour Investments, Inc.
N/A—4,026-4,026-100%$1.4M———
Gilbert & Cook, Inc.
N/A—3,989-3,989-100%$1.4M———
Intesa Sanpaolo S.p.A.
N/A—3,977-3,977-100%$1.4M———
Advisors Asset Management, Inc.
N/A—3,974-3,974-100%$1.4M———
Callan Family Office, LLC
N/A—3,959-3,959-100%$1.4M———
BW Gestao de Investimentos Ltda.
N/A—3,850-3,850-100%$1.4M———
BlueCrest Capital Management Ltd
N/A—3,832-3,832-100%$1.4M———
Maverick Capital LTD
N/A—3,813-3,813-100%$1.4M———
Mutual Advisors, LLC
N/A—3,754-3,754-100%$1.3M———
Silicon Valley Capital Partners
N/A—3,730-3,730-100%$1.3M———
Kirtland Hills Capital Management, LLC
N/A—3,647-3,647-100%$1.3M———
HighPoint Advisor Group LLC
N/A—3,640-3,640-100%$1.3M———
AE Wealth Management LLC
N/A—3,599-3,599-100%$1.3M———
XTX Topco Ltd
N/A—3,566-3,566-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—3,518-3,518-100%$1.2M———
Monetta Financial Services Inc
N/A—3,500-3,500-100%$1.2M———
NCP Inc.
N/A—3,500-3,500-100%$1.2M———
Intellectus Partners, LLC
N/A—3,319-3,319-100%$1.2M———
Morse Asset Management, Inc
N/A—3,162-3,162-100%$1.1M———
Manufacturers Life Insurance Company, the
N/A—3,159-3,159-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—3,144-3,144-100%$1.1M———
Arax Advisory Partners
N/A—3,101-3,101-100%$1.1M———
Waverly Advisors, LLC
N/A—3,054-3,054-100%$1.1M———
Atalanta Sosnoff Capital, LLC
N/A—3,030-3,030-100%$1.1M———
Millennium Management LLC
N/A—2,949-2,949-100%$1.0M———
Ardmore Road Asset Management LP
N/A—2,800-2,800-100%$992.8K———
HighVista Strategies LLC
N/A—2,700-2,700-100%$957.3K———
MAI Capital Management
N/A—2,690-2,690-100%$953.8K———
Dnca Finance
N/A—2,685-2,685-100%$952.0K———
Prelude Capital Management, LLC
N/A—2,641-2,641-100%$936.4K———
O'shaughnessy Asset Management, LLC
N/A—2,572-2,572-100%$912.0K———
Brown Advisory Inc
N/A—2,547-2,547-100%$903.1K———
Global Retirement Partners, LLC
N/A—2,531-2,531-100%$897.4K———
Caprock Group, LLC
N/A—2,528-2,528-100%$896.4K———
IEQ Capital, LLC
N/A—2,527-2,527-100%$896.1K———
HHM Wealth Advisors, LLC
N/A—2,510-2,510-100%$890.0K———
Essex Financial Services, Inc.
N/A—2,508-2,508-100%$889.3K———
George Kaiser Family Foundation
N/A—2,462-2,462-100%$873.0K———
Kerr Financial Planning Corp
N/A—2,425-2,425-100%$859.8K———
Wisconsin Capital Management LLC
N/A—2,412-2,412-100%$855.2K———
Moors & Cabot, Inc.
N/A—2,361-2,361-100%$837.1K———
Summit Trail Advisors, LLC
N/A—2,360-2,360-100%$836.8K———
BIT Capital GmbH
N/A—2,305-2,305-100%$817.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—2,279-2,279-100%$808.1K———
Allworth Financial LP
N/A—2,269-2,269-100%$804.4K———
Northstar Group, Inc.
N/A—2,265-2,265-100%$803.1K———
CreativeOne Wealth, LLC
N/A—2,258-2,258-100%$800.6K———
Lord, Abbett & Co. LLC
N/A—2,190-2,190-100%$777.0K———
CMT Capital Markets Trading GmbH
N/A—2,188-2,188-100%$776.0K———
Game Plan Financial Advisors, LLC
N/A—2,153-2,153-100%$763.4K———
CNB Bank
N/A—2,124-2,124-100%$753.1K———
Caxton Associates LLP
N/A—2,122-2,122-100%$752.4K———
Gladstone Capital Management LLP
N/A—2,100-2,100-100%$744.6K———
Jennison Associates LLC
N/A—2,046-2,046-100%$725.4K———
Prosperity Consulting Group, LLC
N/A—2,021-2,021-100%$716.6K———
Advyzon Investment Management, LLC
N/A—2,007-2,007-100%$711.6K———
Heritage Trust Co
N/A—2,002-2,002-100%$709.8K———
Cladis Investment Advisory, LLC
N/A—2,000-2,000-100%$709.1K———
Wilmar Advisors LLC
N/A—2,000-2,000-100%$709.1K———
Addison Capital Co
N/A—1,977-1,977-100%$701.0K———
DSM Capital Partners LLC
N/A—1,940-1,940-100%$687.9K———
Thompson David Blair
N/A—1,934-1,934-100%$685.7K———
Markin Volterra Fund LP
N/A—1,927-1,927-100%$683.3K———
Perennial Investment Advisors, LLC
N/A—1,924-1,924-100%$682.4K———
BFC Planning, Inc.
N/A—1,894-1,894-100%$671.6K———
Principal Securities, Inc.
N/A—1,878-1,878-100%$665.7K———
NorthRock Partners, LLC
N/A—1,829-1,829-100%$648.5K———
Pathstone Holdings, LLC
N/A—1,789-1,789-100%$634.4K———
Schnieders Capital Management, Llc.
N/A—1,779-1,779-100%$630.8K———
Dimension Capital Management LLC
N/A—1,743-1,743-100%$618.0K———
Commerce Bank
N/A—1,723-1,723-100%$610.9K———
Leigh Baldwin & Co., LLC
N/A—1,670-1,670-100%$592.1K———
360 Financial, Inc.
N/A—1,669-1,669-100%$591.8K———
Coldstream Capital Management Inc
N/A—1,644-1,644-100%$582.9K———
Optiver Holding B.V.
N/A—1,607-1,607-100%$569.8K———
Keebeck Wealth Management
N/A—1,606-1,606-100%$569.4K———
Moneta Group Investment Advisors LLC
N/A—1,604-1,604-100%$568.7K———
ArchPoint Investors
N/A—1,600-1,600-100%$567.3K———
Formula Growth LTD
N/A—1,600-1,600-100%$567.3K———
Bluespring Wealth Management, LLC
N/A—1,560-1,560-100%$553.1K———
Xcelsior Advisor Partners LLC
N/A—1,544-1,544-100%$547.5K———
Diversified Trust Co
N/A—1,540-1,540-100%$546.0K———
Symmetry Investments LP
N/A—1,537-1,537-100%$545.0K———
Wealthspire Advisors, LLC
N/A—1,537-1,537-100%$544.8K———
Schonfeld Strategic Advisors LLC
N/A—1,515-1,515-100%$537.2K———
Family Manage LLC
N/A—1,507-1,507-100%$534.3K———
Himension Capital (Singapore) Pte. Ltd.
N/A—1,500-1,500-100%$531.9K———
Clal Insurance Enterprises Holdings Ltd
N/A—1,500-1,500-100%$532.0K———
FOX RUN Management, L.L.C.
N/A—1,467-1,467-100%$520.2K———
Driehaus Capital Management LLC
N/A—1,433-1,433-100%$508.1K———
SIH Partners, Lllp
N/A—1,399-1,399-100%$496.0K———
Foundations Investment Advisors, LLC
N/A—1,384-1,384-100%$490.7K———
Aventura Private Wealth, LLC
N/A—1,364-1,364-100%$483.8K———
J. Goldman & Co LP
N/A—1,350-1,350-100%$478.7K———
NorthCoast Asset Management LLC
N/A—1,349-1,349-100%$478.3K———
Eventide Asset Management, LLC
N/A—1,345-1,345-100%$476.0K———
Strategic Investment Solutions, Inc.
N/A—1,338-1,338-100%$474.4K———
Western Wealth Management, LLC
N/A—1,334-1,334-100%$473.0K———
FIL Ltd
N/A—1,326-1,326-100%$470.2K———
Cary Street Partners Financial LLC
N/A—1,298-1,298-100%$460.2K———
SOA Wealth Advisors, Llc.
N/A—1,291-1,291-100%$457.8K———
Berkeley Capital Partners, LLC
N/A—1,283-1,283-100%$454.9K———
Freestone Grove Partners LP
N/A—1,271-1,271-100%$450.7K———
Savvy Advisors, Inc.
N/A—1,229-1,229-100%$435.8K———
Hilltop Holdings Inc.
N/A—1,220-1,220-100%$432.6K———
Purpose Unlimited Inc.
N/A—1,138-1,138-100%$403.5K———
OneDigital Investment Advisors LLC
N/A—1,119-1,119-100%$396.8K———
Caitlin John, LLC
N/A—1,110-1,110-100%$393.6K———
Texas Yale Capital Corp.
N/A—1,070-1,070-100%$379.4K———
Berger Financial Group, Inc
N/A—1,060-1,060-100%$375.8K———
United Capital Financial Advisors, LLC
N/A—1,052-1,052-100%$373.0K———
Drive Wealth Management, LLC
N/A—1,048-1,048-100%$371.4K———
LaSalle St. Investment Advisors, LLC
N/A—1,038-1,038-100%$368.0K———
Innovative Asset Advisors Group, LLC
N/A—1,028-1,028-100%$364.5K———
Ancora Advisors LLCA
N/A—1,009-1,009-100%$357.8K———
Rialto Wealth Management, LLC
N/A—1,000-1,000-100%$354.6K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,000-1,000-100%$354.6K———
Beck Mack & Oliver LLC
N/A—1,000-1,000-100%$354.6K———
Venturi Wealth Management, LLC
N/A—1,000-1,000-100%$354.6K———
Financial Life Planners
N/A—991-991-100%$351.2K———
Frec Markets, Inc.
N/A—955-955-100%$338.6K———
Fisher Asset Management, LLC
N/A—946-946-100%$335.6K———
Mizuho Markets Americas LLC
N/A—930-930-100%$329.8K———
Mane Global Capital Management LP
N/A—929-929-100%$329.4K———
LMR Partners LLP
N/A—921-921-100%$326.6K———
Capstone Financial Advisors, Inc.
N/A—870-870-100%$308.5K———
Gotham Asset Management, LLC
N/A—868-868-100%$307.8K———
FreeGulliver LLC
N/A—855-855-100%$303.2K———
Strategic Investment Advisors / MI
N/A—853-853-100%$302.4K———
HBK Sorce Advisory LLC
N/A—852-852-100%$233.9K———
Forefront Wealth Partners, LLC
N/A—846-846-100%$300.0K———
SHP Wealth Management
N/A—839-839-100%$297.4K———
GSA Capital Partners LLP
N/A—837-837-100%$297.0K———
STG Securities, LLC
N/A—815-815-100%$289.0K———
Carson Advisory Inc.
N/A—800-800-100%$283.7K———
Benjamin Edwards Inc
N/A—781-781-100%$276.9K———
Atlantic Union Bankshares Corp
N/A—775-775-100%$274.8K———
Leavell Investment Management, Inc.
N/A—775-775-100%$274.8K———
Nwam LLC
N/A—767-767-100%$272.0K———
GeoWealth Management, LLC
N/A—754-754-100%$266.9K———
Greenwich Wealth Management LLC
N/A—735-735-100%$261.0K———
Cvfg LLC
N/A—707-707-100%$250.7K———
Jacobs Equity LLC
N/A—700-700-100%$248.2K———
Aviva PLC
N/A—675-675-100%$239.3K———
Avant Capital LLC
N/A—674-674-100%$239.0K———
Peapack Gladstone Financial Corp
N/A—672-672-100%$238.0K———
Per Stirling Capital Management, Llc.
N/A—670-670-100%$237.6K———
Knollwood Investment Advisory, LLC
N/A—654-654-100%$231.9K———
Northstar Financial Companies, Inc.
N/A—654-654-100%$231.9K———
Astoria Portfolio Advisors Llc.
N/A—651-651-100%$230.8K———
Rhumbline Advisers
N/A—650-650-100%$230.5K———
Bogart Wealth, LLC
N/A—650-650-100%$230.5K———
Patron Partners, LLC
N/A—645-645-100%$228.7K———
17 Capital Partners, LLC
N/A—610-610-100%$216.3K———
Main Street Financial Solutions, LLC
N/A—606-606-100%$214.9K———
Woodline Partners LP
N/A—597-597-100%$211.7K———
GenTrust, LLC
N/A—596-596-100%$211.3K———
IMA Advisory Services, Inc.
N/A—558-558-100%$197.9K———
Smartleaf Asset Management LLC
N/A—521-521-100%$179.0K———
Garden State Investment Advisory Services LLC
N/A—490-490-100%$173.7K———
Forum Finance Group S.A.
N/A—430-430-100%$123———
Fourth Dimension Wealth, LLC
N/A—400-400-100%$141.8K———
Transamerica Financial Advisors, LLC
N/A—326-326-100%$115.6K———
Hollencrest Capital Management
N/A—300-300-100%$106.4K———
Marathon Trading Investment Management LLC
N/A—300-300-100%$106.4K———
Vanguard Capital Management LLC
N/A—286-286-100%$101.4K———
BNP Paribas
N/A—270-270-100%$95.7K———
Mcguire Capital Advisors Inc
N/A—270-270-100%$95.7K———
Centiva Capital, LP
N/A—230-230-100%$81.6K———
Evelyn Partners Group Ltd
N/A—230-230-100%$81.6K———
Orion Capital Management LLC
N/A—225-225-100%$79.8K———
Nova Wealth Management, Inc.
N/A—200-200-100%$70.9K———
Avalon Trust Co
N/A—200-200-100%$70.9K———
Allied Private Wealth LLC
N/A—200-200-100%$60.0K———
Keating Financial Advisory Services, Inc.
N/A—200-200-100%$70.9K———
N.E.W. Advisory Services LLC
N/A—185-185-100%$65.6K———
Front Row Advisors LLC
N/A—160-160-100%$43.0K———
Quent Capital, LLC
N/A—151-151-100%$53.5K———
Ankerstar Wealth, LLC
N/A—147-147-100%$52.1K———
UMB Bank, n.a.
N/A—146-146-100%$51.8K———
Medallion Wealth Advisors, LLC
N/A—135-135-100%$47.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—131-131-100%$46.4K———
Reyl & Cie S.A.
N/A—125-125-100%$19.0K———
Consultiva Wealth Management, Corp.
N/A—125-125-100%$44.3K———
FWL Investment Management, LLC
N/A—125-125-100%$44.3K———
Continuum Advisory, LLC
N/A—123-123-100%$43.6K———
Huntington National Bank
N/A—121-121-100%$42.9K———
IFG Advisory, LLC
N/A—117-117-100%$41.5K———
Core Capital Management & Research, inc.
N/A—105-105-100%$25.1K———
Millstone Evans Group, LLC
N/A—100-100-100%$35.5K———
Steigerwald, Gordon & Koch Inc.
N/A—100-100-100%$35.5K———
SouthState Bank Corp
N/A—100-100-100%$35.5K———
Delta Asset Management LLC
N/A—100-100-100%$35.5K———
LRI Investments, LLC
N/A—96-96-100%$34.0K———
Advisors Preferred, LLC
N/A—80-80-100%$25.2K———
Colonial Trust Advisors
N/A—67-67-100%$23.8K———
Capital Analysts, LLC
N/A—66-66-100%$24———
Swan Capital LLC
N/A—60-60-100%$21.3K———
Cary Street Partners Investment Advisory LLC
N/A—60-60-100%$21.3K———
Basepoint Wealth LLC
N/A—50-50-100%$17.7K———
HighMark Wealth Management LLC
N/A—50-50-100%$17.7K———
Pinney & Scofield, Inc.
N/A—40-40-100%$14.2K———
Heritage Wealth Advisors
N/A—40-40-100%$14.2K———
Tanglewood Legacy Advisors, LLC
N/A—35-35-100%$12.4K———
Dogwood Wealth Management LLC
N/A—35-35-100%$12.4K———
Crews Bank & Trust
N/A—35-35-100%$12.4K———
JDM Financial Group LLC
N/A—34-34-100%$12.1K———
Cordant, Inc.
N/A—31-31-100%$11.0K———
Institute for Wealth Management, Llc.
N/A—28-28-100%$9.9K———
Fiduciary Financial Advisors
N/A—23-23-100%$8.5K———
Top Private Wealth Llc.
N/A—18-18-100%$6.4K———
Westfuller Advisors, LLC
N/A—18-18-100%$6.4K———
WealthCollab, LLC
N/A—17-17-100%$6.0K———
Prestige Wealth Management Group LLC
N/A—15-15-100%$5.3K———
Godfrey Financial Associates, Inc.
N/A—15-15-100%$5.3K———
Bartlett & Co. Wealth Management LLC
N/A—15-15-100%$5.3K———
Strive Financial Group,LLC
N/A—12-12-100%$4.3K———
Manning & Napier Advisors LLC
N/A—12-12-100%$4.1K———
Winch Advisory Services, LLC
N/A—12-12-100%$4.3K———
Ninepoint Partners LP
N/A—11-11-100%$3.9K———
PIN OAK Investment Advisors Inc
N/A—10-10-100%$4———
Caldwell Sutter Capital, Inc.
N/A—10-10-100%$3.5K———
Bollard Group LLC
N/A—9-9-100%$3———
Strategic Wealth Partners, Ltd.
N/A—8-8-100%$2.8K———
Quarry LP
N/A—7-7-100%$2.5K———
Anchor Bay Capital, Inc.
N/A—7-7-100%$1.9K———
CVA Family Office, LLC
N/A—6-6-100%$2.1K———
Copia Wealth Management
N/A—4-4-100%$1.4K———
Rothschild Investment LLC
N/A—2-2-100%$709———
Investors Portfolio Services LLC
N/A—2-2-100%$709———
Peak6 LLC
N/A—1-1-100%$530———
Coston, McIsaac & Partners
N/A—1-1-100%$0———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—1-1-100%$355———
Ogorek Anthony Joseph
N/A—00—$0———
Darwin Wealth Management, LLC
N/A—00—$63———
Erste Asset Management GmbH
N/A—00—$0———
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