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Banco Bilbao Vizcaya (BBVA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares10,396,483 from 10,346,713
Change+49,770 (+0%)
Value$289.8M (+$30.5M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
DECREASED
Shares1,150,565 from 1,244,708
Change-94,143 (-8%)
Value$32.1M (+$873.9K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares1,125,352 from 985,624
Change+139,728 (+14%)
Value$31.4M (+$6.7M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares1,105,203 from 1,105,203
Change0 (0%)
Value$30.8M (+$3.1M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares609,948 from 584,291
Change+25,657 (+4%)
Value$17.0M (+$2.4M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares515,352 from 497,379
Change+17,973 (+4%)
Value$14.4M (+$1.9M)
Filed 2026-11-05
Ethic Inc.
DECREASED
Shares483,393 from 540,841
Change-57,448 (-11%)
Value$13.5M (-$81.3K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares452,428 from 453,258
Change-830 (0%)
Value$12.6M (+$1.3M)
Filed 2026-11-05
Altrius Capital Management Inc
DECREASED
Shares403,071 from 477,695
Change-74,624 (-16%)
Value$11.2M (-$737.4K)
Filed 2026-11-05
GFS Advisors, LLC
UNCHANGED
Shares317,500 from 317,500
Change0 (0%)
Value$8.8M (+$8.2M)
Filed 2026-11-03
Quadrant Capital Group LLC
INCREASED
Shares280,745 from 279,632
Change+1,113 (+0%)
Value$7.4M (+$412.5K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares253,961 from 180,910
Change+73,051 (+40%)
Value$7.1M (+$2.5M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares240,353 from 79,954
Change+160,399 (+201%)
Value$6.7M (+$4.7M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
INCREASED
Shares227,291 from 192,270
Change+35,021 (+18%)
Value$6.3M (+$1.5M)
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares224,445 from 250,825
Change-26,380 (-11%)
Value$6.3M (-$30.4K)
Filed 2026-10-13
Boston Common Asset Management, LLC
DECREASED
Shares221,016 from 227,181
Change-6,165 (-3%)
Value$6.2M (+$466.6K)
Filed 2026-10-13
Todd Asset Management LLC
DECREASED
Shares202,014 from 227,574
Change-25,560 (-11%)
Value$5.6M (-$72.9K)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares196,815 from 186,236
Change+10,579 (+6%)
Value$5.1M (+$155.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares196,815 from 186,236
Change+10,579 (+6%)
Value$5.1M (+$155.3K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares193,267 from 191,292
Change+1,975 (+1%)
Value$5.4M (+$592.0K)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares188,150 from 175,458
Change+12,692 (+7%)
Value$5.2M (+$846.8K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares165,162 from 151,822
Change+13,340 (+9%)
Value$4.6M (+$798.4K)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares158,538 from 150,171
Change+8,367 (+6%)
Value$4.4M (+$655.2K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares154,974 from 153,769
Change+1,205 (+1%)
Value$4.3M (+$465.7K)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares150,924 from 145,115
Change+5,809 (+4%)
Value$4.2M (+$569.7K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares148,683 from 129,636
Change+19,047 (+15%)
Value$4.1M (+$895.1K)
Filed 2026-10-14
Jcic Asset Management Inc.
INCREASED
Shares145,765 from 138,565
Change+7,200 (+5%)
Value$4.1M (+$1.1M)
Filed 2026-10-30
VestGen Advisors, LLC
DECREASED
Shares143,468 from 144,321
Change-853 (-1%)
Value$4.0M (+$381.8K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares143,362 from 129,547
Change+13,815 (+11%)
Value$4.0M (+$749.1K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares135,009 from 122,480
Change+12,529 (+10%)
Value$3.8M (+$693.4K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares124,131 from 119,181
Change+4,950 (+4%)
Value$3.5M (+$472.9K)
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares115,304
Change+115,304
Value$3.2M
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares114,062 from 108,852
Change+5,210 (+5%)
Value$3.2M (+$451.1K)
Filed 2026-10-23
Ativo Capital Management LLC
DECREASED
Shares101,847 from 101,890
Change-43 (0%)
Value$2.8M (+$285.1K)
Filed 2026-10-27
CIBC Asset Management Inc
INCREASED
Shares90,248 from 77,685
Change+12,563 (+16%)
Value$2.5M (+$598.3K)
Filed 2026-11-05
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares87,784 from 87,197
Change+587 (+1%)
Value$2.4M (+$261.4K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares84,079 from 81,112
Change+2,967 (+4%)
Value$2.3M (+$311.5K)
Filed 2026-10-08
Daiwa Securities Group Inc.
NEW
Shares82,656
Change+82,656
Value$2.3M
Filed 2026-10-29
Summit Global Investments
INCREASED
Shares82,637 from 78,692
Change+3,945 (+5%)
Value$2.3M (+$331.0K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
INCREASED
Shares81,058 from 78,900
Change+2,158 (+3%)
Value$2.3M (+$281.9K)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares80,058 from 18,366
Change+61,692 (+336%)
Value$2.2M (+$1.8M)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares76,709 from 70,006
Change+6,703 (+10%)
Value$2.0M (+$257.0K)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares74,893 from 70,567
Change+4,326 (+6%)
Value$2.1M (+$318.9K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares72,459 from 74,543
Change-2,084 (-3%)
Value$2.0M (+$151.4K)
Filed 2026-11-02
Legacy Wealth Asset Management, LLC
INCREASED
Shares71,069 from 33,502
Change+37,567 (+112%)
Value$2.0M (+$1.1M)
Filed 2026-10-09
Welch Group, LLC
DECREASED
Shares66,881 from 67,195
Change-314 (0%)
Value$1.9M (+$180.1K)
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares64,923 from 57,602
Change+7,321 (+13%)
Value$1.8M (+$365.9K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED
Shares61,636 from 64,149
Change-2,513 (-4%)
Value$1.7M (+$110.2K)
Filed 2026-10-14
Sterling Capital Management LLC
INCREASED
Shares61,529 from 54,741
Change+6,788 (+12%)
Value$1.7M (+$343.0K)
Filed 2026-10-22
Point Nemo Capital, LLC
DECREASED
Shares59,420 from 59,883
Change-463 (-1%)
Value$1.7M (+$155.4K)
Filed 2026-11-03
Haven Private, LLC
DECREASED
Shares55,292 from 57,415
Change-2,123 (-4%)
Value$1.5M (+$102.2K)
Filed 2026-10-27
Cookson Peirce & Co Inc
DECREASED
Shares50,722 from 51,415
Change-693 (-1%)
Value$1.4M (+$125.2K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares49,232 from 35,701
Change+13,531 (+38%)
Value$1.4M (+$477.4K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares48,779 from 42,918
Change+5,861 (+14%)
Value$1.4M (+$284.0K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares48,366 from 44,878
Change+3,488 (+8%)
Value$1.3M (+$223.3K)
Filed 2026-10-23
Novem Group
INCREASED
Shares48,146 from 48,114
Change+32 (+0%)
Value$1.3M (+$136.1K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares47,951 from 35,707
Change+12,244 (+34%)
Value$1.3M (+$337.6K)
Filed 2026-10-13
Versant Capital Management, Inc
DECREASED
Shares47,858 from 47,872
Change-14 (0%)
Value$1.3M (+$134.1K)
Filed 2026-10-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares47,185 from 48,076
Change-891 (-2%)
Value$1.3M (+$110.3K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares46,796 from 44,705
Change+2,091 (+5%)
Value$1.3M (+$183.9K)
Filed 2026-10-21
Chickasaw Capital Management LLC
UNCHANGED
Shares46,714 from 46,714
Change0 (0%)
Value$1.3M (+$130.9K)
Filed 2026-10-08
Burns Matteson Capital Management, LLC
INCREASED
Shares42,197 from 41,970
Change+227 (+1%)
Value$1.2M (+$124.3K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares38,999 from 32,647
Change+6,352 (+19%)
Value$1.1M (+$268.8K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares38,534 from 36,639
Change+1,895 (+5%)
Value$903.2K (-$14.9K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares37,301 from 35,824
Change+1,477 (+4%)
Value$1.0M (+$141.8K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares36,709 from 35,582
Change+1,127 (+3%)
Value$1.0M (+$131.4K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares35,975 from 32,289
Change+3,686 (+11%)
Value$1.0M (+$193.5K)
Filed 2026-10-08
Sagespring Wealth Partners, LLC
INCREASED
Shares35,209 from 34,058
Change+1,151 (+3%)
Value$981.3K (+$127.8K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares35,068
Change+35,068
Value$977.3K
Filed 2026-10-30
PDS Planning, Inc
INCREASED
Shares34,888 from 33,746
Change+1,142 (+3%)
Value$972.3K (+$126.7K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares34,826 from 33,971
Change+855 (+3%)
Value$970.6K (+$119.3K)
Filed 2026-10-30
D'Orazio & Associates, Inc.
DECREASED
Shares34,541 from 34,556
Change-15 (0%)
Value$962.7K (+$96.7K)
Filed 2026-11-04
Abel Hall, LLC
INCREASED
Shares33,719 from 33,706
Change+13 (+0%)
Value$939.7K (+$95.1K)
Filed 2026-10-19
Tctc Holdings, LLC
INCREASED
Shares33,593 from 33,116
Change+477 (+1%)
Value$936.2K (+$106.4K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares31,786 from 28,730
Change+3,056 (+11%)
Value$885.9K (+$165.9K)
Filed 2026-11-03
Sage Rhino Capital LLC
DECREASED
Shares31,029 from 31,941
Change-912 (-3%)
Value$864.8K (+$64.3K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares30,742 from 30,113
Change+629 (+2%)
Value$856.8K (+$102.1K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares30,437 from 34,284
Change-3,847 (-11%)
Value$848.3K (-$10.9K)
Filed 2026-10-16
Xponance LLC
INCREASED
Shares30,401 from 27,392
Change+3,009 (+11%)
Value$847.3K (+$160.8K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares29,699 from 33,394
Change-3,695 (-11%)
Value$827.7K (-$9.1K)
Filed 2026-11-02
Bailard, Inc.
INCREASED
Shares28,173 from 27,588
Change+585 (+2%)
Value$785.2K (+$93.8K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares28,135 from 27,422
Change+713 (+3%)
Value$784.1K (+$96.9K)
Filed 2026-10-30
DMC Group, LLC
INCREASED
Shares27,706 from 24,509
Change+3,197 (+13%)
Value$772.2K (+$158.0K)
Filed 2026-10-26
Blue Trust, Inc.
DECREASED
Shares25,424 from 40,736
Change-15,312 (-38%)
Value$708.6K (-$312.3K)
Filed 2026-10-15
Baron Wealth Management LLC
INCREASED
Shares25,117 from 24,421
Change+696 (+3%)
Value$700.0K (+$88.0K)
Filed 2026-10-27
Five Oceans Advisors
UNCHANGED
Shares24,840 from 24,840
Change0 (0%)
Value$692.3K (+$69.8K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares24,790 from 21,744
Change+3,046 (+14%)
Value$690.9K (+$146.0K)
Filed 2026-10-14
LVW Advisors, LLC
INCREASED
Shares24,314 from 24,014
Change+300 (+1%)
Value$677.6K (+$75.8K)
Filed 2026-10-19
Soltis Investment Advisors LLC
NEW
Shares24,014
Change+24,014
Value$669.3K
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares23,203
Change+23,203
Value$646.7K
Filed 2026-10-21
Anchyra Partners LLC
INCREASED
Shares21,676 from 19,175
Change+2,501 (+13%)
Value$604.1K (+$123.6K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares21,058 from 20,926
Change+132 (+1%)
Value$586.9K (+$62.5K)
Filed 2026-10-22
Trust Point Inc.
DECREASED
Shares20,869 from 23,819
Change-2,950 (-12%)
Value$581.6K (-$15.3K)
Filed 2026-10-27
Portside Wealth Group, LLC
DECREASED
Shares20,858 from 21,843
Change-985 (-5%)
Value$581.3K (+$33.9K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares20,496 from 18,027
Change+2,469 (+14%)
Value$571.2K (+$119.5K)
Filed 2026-10-08
AdvisorNet Financial, Inc
DECREASED
Shares20,363 from 21,188
Change-825 (-4%)
Value$524.6K (-$6.4K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares19,681 from 13,737
Change+5,944 (+43%)
Value$548.5K (+$204.3K)
Filed 2026-10-08
Wedmont Private Capital
INCREASED
Shares19,536 from 16,258
Change+3,278 (+20%)
Value$511.3K (+$93.6K)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares19,134 from 18,808
Change+326 (+2%)
Value$502.3K (+$11.9K)
Filed 2026-10-08
55 North Private Wealth, LLC
INCREASED
Shares18,914 from 18,376
Change+538 (+3%)
Value$527.1K (+$66.6K)
Filed 2026-10-20
Larry Mathis Financial Planning, LLC
DECREASED
Shares18,067 from 19,458
Change-1,391 (-7%)
Value$503.5K (+$15.9K)
Filed 2026-10-26
Gallacher Capital Management LLC
DECREASED
Shares17,893 from 29,219
Change-11,326 (-39%)
Value$498.7K (-$233.5K)
Filed 2026-10-30
Marks Group Wealth Management, Inc
INCREASED
Shares17,137 from 15,644
Change+1,493 (+10%)
Value$477.6K (+$85.6K)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares16,731 from 16,731
Change0 (0%)
Value$466.3K (+$47.0K)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares16,308 from 14,984
Change+1,324 (+9%)
Value$454.5K (+$79.0K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares16,164 from 16,173
Change-9 (0%)
Value$450.4K (+$45.1K)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares15,557 from 15,567
Change-10 (0%)
Value$433.6K (+$43.5K)
Filed 2026-10-26
Verdence Capital Advisors LLC
UNCHANGED
Shares15,434 from 15,434
Change0 (0%)
Value$430.1K (+$43.4K)
Filed 2026-10-26
Yousif Capital Management, LLC
DECREASED
Shares15,424 from 15,940
Change-516 (-3%)
Value$429.9K (+$30.4K)
Filed 2026-10-22
Syverson Strege & Co
INCREASED
Shares15,273 from 15,270
Change+3 (+0%)
Value$425.7K (+$43.0K)
Filed 2026-11-02
Seven Mile Advisory
DECREASED
Shares15,124 from 15,828
Change-704 (-4%)
Value$421.5K (+$24.9K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares14,785 from 14,831
Change-46 (0%)
Value$412.0K (+$40.4K)
Filed 2026-10-26
SYM Financial Corp
DECREASED
Shares14,663 from 14,718
Change-55 (0%)
Value$408.7K (+$39.8K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares14,581 from 14,392
Change+189 (+1%)
Value$406.4K (+$45.7K)
Filed 2026-10-20
Northside Capital Management, LLC
UNCHANGED
Shares14,336 from 14,336
Change0 (0%)
Value$399.5K (+$40.3K)
Filed 2026-10-13
Pittenger & Anderson Inc
UNCHANGED
Shares14,243 from 14,243
Change0 (0%)
Value$397.0K (+$40.0K)
Filed 2026-11-02
QP Wealth Management, LLC
NEW
Shares13,695
Change+13,695
Value$381.7K
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares13,659 from 13,659
Change0 (0%)
Value$380.7K (+$38.4K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares13,450 from 12,307
Change+1,143 (+9%)
Value$374.9K (+$66.4K)
Filed 2026-10-19
Rose Capital Advisors LLC
NEW
Shares12,967
Change+12,967
Value$361.4K
Filed 2026-11-04
Certuity, LLC
INCREASED
Shares12,949 from 12,815
Change+134 (+1%)
Value$360.9K (+$39.7K)
Filed 2026-11-02
Imc-Chicago, LLC
DECREASED
Shares12,670 from 12,676
Change-6 (0%)
Value$353.1K (+$35.5K)
Filed 2026-11-05
Goodman Advisory Group, LLC
DECREASED
Shares12,540 from 142,039
Change-129,499 (-91%)
Value$349.5K (-$3.2M)
Filed 2026-11-02
Lazari Capital Management, Inc.
UNCHANGED
Shares12,511 from 12,511
Change0 (0%)
Value$348.7K (+$35.2K)
Filed 2026-10-20
Echo45 Advisors LLC
INCREASED
Shares12,405 from 11,697
Change+708 (+6%)
Value$345.7K (+$52.6K)
Filed 2026-10-07
Private Trust Co NA
INCREASED
Shares12,171 from 11,967
Change+204 (+2%)
Value$339.2K (+$39.3K)
Filed 2026-10-20
Curated Wealth Partners LLC
NEW
Shares12,023
Change+12,023
Value$335.1K
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares11,852 from 16,896
Change-5,044 (-30%)
Value$330.3K (-$93.1K)
Filed 2026-10-23
Connecticut Capital Management Group, LLC
INCREASED
Shares11,811 from 11,721
Change+90 (+1%)
Value$329.2K (+$35.4K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares11,750 from 11,694
Change+56 (+0%)
Value$327.5K (+$34.4K)
Filed 2026-10-27
XML Financial, LLC
UNCHANGED
Shares11,610 from 11,610
Change0 (0%)
Value$323.6K (+$32.6K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares11,525 from 11,560
Change-35 (0%)
Value$321.0K (+$31.0K)
Filed 2026-10-22
180 Wealth Advisors, LLC
DECREASED
Shares11,404 from 11,925
Change-521 (-4%)
Value$317.8K (+$19.0K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares11,264 from 12,264
Change-1,000 (-8%)
Value$313.9K (+$6.6K)
Filed 2026-10-30
Bingham Private Wealth, LLC
DECREASED
Shares11,246 from 11,960
Change-714 (-6%)
Value$313.4K (+$13.7K)
Filed 2026-11-05
Old National Bancorp
INCREASED
Shares11,142 from 11,026
Change+116 (+1%)
Value$310.5K (+$34.2K)
Filed 2026-10-20
Greenspring Advisors, LLC
DECREASED
Shares11,027 from 11,065
Change-38 (0%)
Value$307.3K (+$30.0K)
Filed 2026-11-05
Integrity Alliance, Llc.
NEW
Shares10,897
Change+10,897
Value$303.7K
Filed 2026-10-29
Greenleaf Trust
DECREASED
Shares10,824 from 12,315
Change-1,491 (-12%)
Value$301.7K (-$6.9K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares10,820 from 10,623
Change+197 (+2%)
Value$301.6K (+$35.3K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares10,659 from 10,210
Change+449 (+4%)
Value$297.1K (+$41.2K)
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares10,532 from 11,942
Change-1,410 (-12%)
Value$293.5K (-$5.7K)
Filed 2026-10-28
Sovran Advisors, LLC
NEW
Shares10,498
Change+10,498
Value$256.7K
Filed 2026-11-02
Community Bank & Trust, Waco, Texas
NEW
Shares10,490
Change+10,490
Value$292.0K
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,401 from 8,293
Change+2,108 (+25%)
Value$290.0K (+$82.0K)
Filed 2026-11-02
Brucke Financial, Inc.
NEW
Shares10,390
Change+10,390
Value$289.6K
Filed 2026-10-23
Viewpoint Investment Partners Corp
INCREASED
Shares10,300 from 9,400
Change+900 (+10%)
Value$287.1K (+$51.5K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
DECREASED
Shares10,033 from 15,396
Change-5,363 (-35%)
Value$269.5K (-$115.2K)
Filed 2026-10-16
First Command Advisory Services, Inc.
INCREASED
Shares9,746 from 1,821
Change+7,925 (+435%)
Value$271.6K (+$226.0K)
Filed 2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED
Shares9,741 from 9,670
Change+71 (+1%)
Value$271.5K (+$29.2K)
Filed 2026-11-04
Tanager Wealth Management LLP
NEW
Shares9,620
Change+9,620
Value$268.1K
Filed 2026-10-19
Gibbs Wealth Management
NEW
Shares9,575
Change+9,575
Value$266.9K
Filed 2026-10-22
Foster Group, Inc.
DECREASED
Shares9,317 from 9,424
Change-107 (-1%)
Value$259.7K (+$23.5K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
NEW
Shares9,012
Change+9,012
Value$251.2K
Filed 2026-10-13
V-Square Quantitative Management LLC
UNCHANGED
Shares8,969 from 8,969
Change0 (0%)
Value$250.0K (+$25.2K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares8,942 from 8,126
Change+816 (+10%)
Value$249.2K (+$45.6K)
Filed 2026-11-02
Manchester Capital Management LLC
UNCHANGED
Shares8,653 from 8,653
Change0 (0%)
Value$241.2K (+$24.3K)
Filed 2026-10-22
RFG Advisory, LLC
DECREASED
Shares8,634 from 8,885
Change-251 (-3%)
Value$240.6K (+$18.0K)
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares8,534
Change+8,534
Value$237.8K
Filed 2026-10-23
XXI Wealth, LLC
NEW
Shares8,352
Change+8,352
Value$232.8K
Filed 2026-10-22
Crestwood Advisors Group, LLC
NEW
Shares8,347
Change+8,347
Value$232.6K
Filed 2026-10-27
Abacus Wealth Partners, LLC
DECREASED
Shares8,326 from 8,604
Change-278 (-3%)
Value$232.0K (+$16.4K)
Filed 2026-11-03
Lavelle Capital LP
UNCHANGED
Shares8,271 from 8,271
Change0 (0%)
Value$230.5K (+$23.2K)
Filed 2026-11-03
Pinnacle Associates LTD
UNCHANGED
Shares8,211 from 8,211
Change0 (0%)
Value$228.8K (+$23.1K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
NEW
Shares8,144
Change+8,144
Value$227.0K
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$225.7K (+$22.8K)
Filed 2026-10-23
May Hill Capital, LLC
NEW
Shares8,041
Change+8,041
Value$224.1K
Filed 2026-11-03
First Horizon Corp
INCREASED
Shares8,027 from 7,742
Change+285 (+4%)
Value$223.7K (+$29.7K)
Filed 2026-10-26
Reston Wealth Management LLC
NEW
Shares7,621
Change+7,621
Value$212.4K
Filed 2026-10-29
Diversified Enterprises, LLC
NEW
Shares7,606
Change+7,606
Value$212.0K
Filed 2026-10-19
Veracity Capital LLC
NEW
Shares7,567
Change+7,567
Value$210.9K
Filed 2026-10-08
JGP Wealth Management, LLC
NEW
Shares7,291
Change+7,291
Value$203.2K
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares7,280
Change+7,280
Value$202.9K
Filed 2026-11-04
Manske Wealth Management
NEW
Shares7,188
Change+7,188
Value$200.3K
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares6,424 from 6,424
Change0 (0%)
Value$179.0K (+$18.1K)
Filed 2026-10-15
Cullen T Bankers, Inc.
INCREASED
Shares6,117 from 3,460
Change+2,657 (+77%)
Value$170.5K (+$83.8K)
Filed 2026-10-28
Hilltop National Bank
UNCHANGED
Shares6,048 from 6,048
Change0 (0%)
Value$168.6K (+$17.0K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares5,409 from 5,259
Change+150 (+3%)
Value$150.7K (+$19.0K)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares3,613
Change+3,613
Value$100.7K
Filed 2026-11-05
Salomon & Ludwin, LLC
INCREASED
Shares3,497 from 3,147
Change+350 (+11%)
Value$97.5K (+$18.8K)
Filed 2026-10-29
Simplex Trading, LLC
NEW
Shares3,359
Change+3,359
Value$93.6K
Filed 2026-11-04
Richardson Financial Services Inc.
INCREASED
Shares3,245 from 2,664
Change+581 (+22%)
Value$90.4K (+$23.7K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares2,920 from 2,533
Change+387 (+15%)
Value$81.4K (+$17.9K)
Filed 2026-11-05
James T. Borello RIA
UNCHANGED
Shares2,857 from 2,857
Change0 (0%)
Value$79.6K (+$8.0K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares2,793 from 2,722
Change+71 (+3%)
Value$77.8K (+$9.6K)
Filed 2026-10-27
Chilton Capital Management LLC
NEW
Shares2,438
Change+2,438
Value$68.0K
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares2,438 from 2,432
Change+6 (+0%)
Value$67.9K (+$7.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares2,316 from 2,316
Change0 (0%)
Value$62.5K (+$4.4K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares2,253 from 2,093
Change+160 (+8%)
Value$62.8K (+$10.3K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
DECREASED
Shares2,215 from 2,216
Change-1 (0%)
Value$61.7K (+$6.2K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$60.9K (+$6.1K)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares2,142 from 2,142
Change0 (0%)
Value$59.7K (+$6.0K)
Filed 2026-10-19
West Paces Advisors Inc.
INCREASED
Shares2,117 from 1,096
Change+1,021 (+93%)
Value$59.0K (+$31.5K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares2,105
Change+2,105
Value$58.7K
Filed 2026-10-21
Nisa Investment Advisors, LLC
INCREASED
Shares2,055 from 1,916
Change+139 (+7%)
Value$57.3K (+$9.3K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares1,822 from 1,510
Change+312 (+21%)
Value$50.8K (+$12.9K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$41.4K (+$4.2K)
Filed 2026-10-05
Eastern Bank
DECREASED
Shares1,414 from 1,905
Change-491 (-26%)
Value$39.4K (-$8.3K)
Filed 2026-10-05
Gen-Wealth Partners Inc
NEW
Shares1,274
Change+1,274
Value$35.5K
Filed 2026-11-04
Bare Financial Services, Inc
INCREASED
Shares1,231 from 941
Change+290 (+31%)
Value$34.3K (+$10.7K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares1,231 from 1,281
Change-50 (-4%)
Value$34.3K (+$2.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares1,179 from 1,100
Change+79 (+7%)
Value$32.9K (+$5.3K)
Filed 2026-10-29
Financial Consulate, Inc
INCREASED
Shares1,178 from 833
Change+345 (+41%)
Value$32.8K (+$12.0K)
Filed 2026-10-23
West Financial Advisors, LLC
NEW
Shares1,161
Change+1,161
Value$32.4K
Filed 2026-10-22
Retirement Wealth Solutions LLC
INCREASED
Shares1,127 from 734
Change+393 (+54%)
Value$31.4K (+$13.0K)
Filed 2026-10-07
Highline Wealth Partners LLC
INCREASED
Shares1,116 from 892
Change+224 (+25%)
Value$31.1K (+$8.7K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares1,023 from 1,018
Change+5 (+0%)
Value$28.5K (+$3.0K)
Filed 2026-11-05
Leonteq Securities AG
NEW
Shares1,000
Change+1,000
Value$27.9K
Filed 2026-10-29
Ascentis Wealth Management, LLC
INCREASED
Shares994 from 898
Change+96 (+11%)
Value$27.7K (+$5.2K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares911 from 311
Change+600 (+193%)
Value$25.4K (+$17.6K)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares885 from 877
Change+8 (+1%)
Value$24.7K (+$2.7K)
Filed 2026-10-26
American National Bank & Trust
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$23.3K (+$2.3K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
NEW
Shares822
Change+822
Value$22.9K
Filed 2026-10-09
Bell Investment Advisors, Inc
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$20.0K (+$2.0K)
Filed 2026-10-29
Financial Management Professionals, Inc.
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$18.9K (+$1.9K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$18.8K (+$1.9K)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$18.0K (+$1.8K)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$17.5K (+$1.8K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
INCREASED
Shares582 from 487
Change+95 (+20%)
Value$16.2K (+$4.0K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$16.1K (+$1.6K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$16.0K (+$1.6K)
Filed 2026-10-07
Asset Dedication, LLC
DECREASED
Shares556 from 571
Change-15 (-3%)
Value$15.5K (+$1.2K)
Filed 2026-11-03
J.Safra Asset Management Corp
DECREASED
Shares546 from 600
Change-54 (-9%)
Value$15.2K (+$181)
Filed 2026-11-03
Proathlete Wealth Management LLC
NEW
Shares491
Change+491
Value$13.7K
Filed 2026-10-15
Albion Financial Group
INCREASED
Shares488 from 387
Change+101 (+26%)
Value$13.6K (+$3.9K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$13.4K (+$1.3K)
Filed 2026-10-22
Arlington Trust Co LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$13.2K (+$1.3K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares444 from 438
Change+6 (+1%)
Value$12.4K (+$1.4K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
NEW
Shares434
Change+434
Value$12.1K
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$11.8K (+$1.2K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$11.5K (+$1.2K)
Filed 2026-10-27
SBI Securities Co., Ltd.
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$10.1K (+$1.0K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares360
Change+360
Value$10.0K
Filed 2026-10-19
Fortitude Family Office, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$10.0K (+$1.0K)
Filed 2026-10-14
Country Trust Bank
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$8.8K (+$891)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$8.5K (+$854)
Filed 2026-10-16
Elyxium Wealth, LLC
NEW
Shares290
Change+290
Value$8.1K
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$7.8K (+$784)
Filed 2026-11-04
Planning Strategies Inc.
NEW
Shares266
Change+266
Value$7.4K
Filed 2026-10-02
WPG Advisers, LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$7.0K (+$705)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
NEW
Shares247
Change+247
Value$6.9K
Filed 2026-10-23
Navigoe, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$6.7K (+$680)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$6.5K (+$655)
Filed 2026-11-04
American Capital Advisory, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$6.1K (+$615)
Filed 2026-10-28
MV Capital Management, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$6.0K (+$602)
Filed 2026-10-29
Markowski Investments
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$5.7K (+$571)
Filed 2026-10-30
Byrne Asset Management LLC
NEW
Shares200
Change+200
Value$5.4K
Filed 2026-10-06
Burk Holdings LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$4.3K (+$430)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares151 from 109
Change+42 (+39%)
Value$4.2K (+$1.5K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares147 from 128
Change+19 (+15%)
Value$4.1K (+$889)
Filed 2026-10-13
Essential Partners LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$3.9K (+$391)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$3.6K (+$366)
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares107 from 60
Change+47 (+78%)
Value$3.0K (+$1.5K)
Filed 2026-10-20
Jnba Financial Advisors
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$3.0K (+$301)
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.8K (+$281)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$2.4K (+$244)
Filed 2026-10-20
Monetary Solutions, Ltd
INCREASED
Shares78 from 52
Change+26 (+50%)
Value$2.2K (+$871)
Filed 2026-10-22
CX Institutional
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$2 ($0)
Filed 2026-10-02
Trifecta Capital Advisors, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$1.9K (+$194)
Filed 2026-10-21
Noble Wealth Management PBC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.6K (+$165)
Filed 2026-10-01
Godsey & Gibb, Inc
NEW
Shares44
Change+44
Value$1.2K
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.1K (+$112)
Filed 2026-10-26
Grove Bank & Trust
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.0K (+$101)
Filed 2026-10-08
Nvest Wealth Strategies, Inc.
INCREASED
Shares32 from 16
Change+16 (+100%)
Value$892 (+$491)
Filed 2026-10-14
Trust Co
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$752 (+$75)
Filed 2026-10-09
Compass Financial Management LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$725 (+$73)
Filed 2026-10-30
Center for Financial Planning, Inc.
NEW
Shares25
Change+25
Value$696
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$390 (+$39)
Filed 2026-10-13
StrongBox Wealth, LLC
NEW
Shares11
Change+11
Value$307
Filed 2026-11-02
High Note Wealth, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$84 (+$9)
Filed 2026-10-27
Illumine Investment Management, LLC
NEW
Shares0
Change0
Value$684.8K
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,000,000
Change-1,000,000 (-100%)
Value$0 (-$25.1M)
Filed 2026-11-05
Wespac Advisors, LLC
CLOSED
Shares0 from 56,504
Change-56,504 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-26
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 13,310
Change-13,310 (-100%)
Value$0 (-$333.5K)
Filed 2026-10-09
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 13,052
Change-13,052 (-100%)
Value$0 (-$327.1K)
Filed 2026-10-09
StoneX Group Inc.
CLOSED
Shares0 from 10,903
Change-10,903 (-100%)
Value$0 (-$257.5K)
Filed 2026-11-03
Riverbridge Partners LLC
CLOSED
Shares0 from 9,752
Change-9,752 (-100%)
Value$0 (-$244.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
CLOSED
Shares0 from 8,471
Change-8,471 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$39.8K)
Filed 2026-10-16
FNY Investment Advisers, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$37)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-13
Southern Michigan Bank & Trust
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$921)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 13,132,187
Change-13,132,187 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,933,933
Change-11,933,933 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 11,565,268
Change-11,565,268 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,870,426
Change-8,870,426 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 8,391,515
Change-8,391,515 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,261,769
Change-8,261,769 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,832,717
Change-7,832,717 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,726,713
Change-6,726,713 (-100%)
Value—
Capital International Investors
N/A
Shares— from 6,481,790
Change-6,481,790 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 6,167,227
Change-6,167,227 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 6,117,192
Change-6,117,192 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,545,925
Change-5,545,925 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,489,448
Change-4,489,448 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,964,313
Change-3,964,313 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,179,584
Change-3,179,584 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,407,525
Change-2,407,525 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,839,208
Change-1,839,208 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,572,947
Change-1,572,947 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,513,544
Change-1,513,544 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,484,531
Change-1,484,531 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,357,430
Change-1,357,430 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,337,629
Change-1,337,629 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,248,514
Change-1,248,514 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,145,379
Change-1,145,379 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,139,763
Change-1,139,763 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,015,769
Change-1,015,769 (-100%)
Value—
Barclays PLC
N/A
Shares— from 973,127
Change-973,127 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 874,849
Change-874,849 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 818,360
Change-818,360 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 805,145
Change-805,145 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 708,357
Change-708,357 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 681,992
Change-681,992 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 625,442
Change-625,442 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 609,469
Change-609,469 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 606,592
Change-606,592 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 553,887
Change-553,887 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 552,736
Change-552,736 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 549,734
Change-549,734 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 495,723
Change-495,723 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 423,941
Change-423,941 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 403,288
Change-403,288 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 397,164
Change-397,164 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 395,816
Change-395,816 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 388,575
Change-388,575 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 384,917
Change-384,917 (-100%)
Value—
Boston Partners
N/A
Shares— from 357,413
Change-357,413 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 357,171
Change-357,171 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 340,958
Change-340,958 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 335,945
Change-335,945 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 330,608
Change-330,608 (-100%)
Value—
Norges Bank
N/A
Shares— from 330,000
Change-330,000 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 329,044
Change-329,044 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 319,414
Change-319,414 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 307,301
Change-307,301 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 303,244
Change-303,244 (-100%)
Value—
Capital World Investors
N/A
Shares— from 291,002
Change-291,002 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 276,886
Change-276,886 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 276,628
Change-276,628 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 275,901
Change-275,901 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 269,104
Change-269,104 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 267,324
Change-267,324 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 242,363
Change-242,363 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 230,773
Change-230,773 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 230,722
Change-230,722 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 225,970
Change-225,970 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 224,896
Change-224,896 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 222,698
Change-222,698 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 222,482
Change-222,482 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 211,629
Change-211,629 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 199,456
Change-199,456 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 174,250
Change-174,250 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 167,533
Change-167,533 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 166,072
Change-166,072 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 164,793
Change-164,793 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 161,397
Change-161,397 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 154,946
Change-154,946 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 150,921
Change-150,921 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 140,704
Change-140,704 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 140,125
Change-140,125 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 138,655
Change-138,655 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 138,374
Change-138,374 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 132,089
Change-132,089 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 131,114
Change-131,114 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 126,165
Change-126,165 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 123,752
Change-123,752 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 115,840
Change-115,840 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 112,034
Change-112,034 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 110,809
Change-110,809 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 107,957
Change-107,957 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 106,382
Change-106,382 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 106,194
Change-106,194 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 103,075
Change-103,075 (-100%)
Value—
&partners
N/A
Shares— from 101,902
Change-101,902 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 96,583
Change-96,583 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 92,865
Change-92,865 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 91,362
Change-91,362 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 84,200
Change-84,200 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 81,210
Change-81,210 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 80,777
Change-80,777 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 78,814
Change-78,814 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 78,487
Change-78,487 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 75,476
Change-75,476 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 71,500
Change-71,500 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 68,442
Change-68,442 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 67,356
Change-67,356 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 66,859
Change-66,859 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 65,965
Change-65,965 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 65,272
Change-65,272 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 63,287
Change-63,287 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 58,903
Change-58,903 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 58,801
Change-58,801 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 57,370
Change-57,370 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 56,608
Change-56,608 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 54,876
Change-54,876 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 54,052
Change-54,052 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 52,458
Change-52,458 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 50,312
Change-50,312 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 46,141
Change-46,141 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 42,884
Change-42,884 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 42,806
Change-42,806 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 40,302
Change-40,302 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 39,404
Change-39,404 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 39,364
Change-39,364 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 39,050
Change-39,050 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 37,954
Change-37,954 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 37,828
Change-37,828 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 37,507
Change-37,507 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 37,092
Change-37,092 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 36,837
Change-36,837 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 36,590
Change-36,590 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 34,997
Change-34,997 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 34,311
Change-34,311 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 33,960
Change-33,960 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 33,008
Change-33,008 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,527
Change-31,527 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 30,686
Change-30,686 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 30,486
Change-30,486 (-100%)
Value—
Summitry LLC
N/A
Shares— from 29,836
Change-29,836 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 29,511
Change-29,511 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 29,399
Change-29,399 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 28,497
Change-28,497 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 28,273
Change-28,273 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,737
Change-27,737 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 27,729
Change-27,729 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 27,578
Change-27,578 (-100%)
Value—
Optas, LLC
N/A
Shares— from 27,560
Change-27,560 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,158
Change-27,158 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 27,021
Change-27,021 (-100%)
Value—
State Street Corp
N/A
Shares— from 26,931
Change-26,931 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 26,407
Change-26,407 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 26,258
Change-26,258 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 25,572
Change-25,572 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,541
Change-25,541 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 25,020
Change-25,020 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,094
Change-24,094 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,891
Change-23,891 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,601
Change-22,601 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 22,288
Change-22,288 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 22,075
Change-22,075 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,778
Change-20,778 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 20,776
Change-20,776 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 20,014
Change-20,014 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,956
Change-19,956 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,952
Change-19,952 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,532
Change-19,532 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 19,299
Change-19,299 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 18,599
Change-18,599 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,323
Change-18,323 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 17,994
Change-17,994 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,243
Change-17,243 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 17,164
Change-17,164 (-100%)
Value—
Commerce Bank
N/A
Shares— from 16,834
Change-16,834 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,678
Change-16,678 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,496
Change-16,496 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,989
Change-15,989 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,862
Change-15,862 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 15,765
Change-15,765 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 15,749
Change-15,749 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 15,217
Change-15,217 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 15,040
Change-15,040 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 14,369
Change-14,369 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 14,303
Change-14,303 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 12,785
Change-12,785 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 12,682
Change-12,682 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 12,675
Change-12,675 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,499
Change-12,499 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,394
Change-12,394 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 12,216
Change-12,216 (-100%)
Value—
Calydon Capital
N/A
Shares— from 12,180
Change-12,180 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,144
Change-11,144 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,022
Change-11,022 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 11,015
Change-11,015 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,966
Change-10,966 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 10,786
Change-10,786 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 10,474
Change-10,474 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,293
Change-10,293 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,448
Change-9,448 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 8,259
Change-8,259 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 8,192
Change-8,192 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 936
Change-936 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 909
Change-909 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 796
Change-796 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 659
Change-659 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 562
Change-562 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 508
Change-508 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 387
Change-387 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 383
Change-383 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
EFG International AG
N/A
Shares— from 322
Change-322 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Motco
N/A
Shares— from 207
Change-207 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 182
Change-182 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 159
Change-159 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 54
Change-54 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
INCREASED10,396,48310,346,713+49,770+0%$259.3M$289.8M+$30.5M2026-11-04
Crossmark Global Holdings, Inc.
DECREASED1,150,5651,244,708-94,143-8%$31.2M$32.1M+$873.9K2026-10-21
Creative Planning
INCREASED1,125,352985,624+139,728+14%$24.7M$31.4M+$6.7M2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED1,105,2031,105,20300%$27.7M$30.8M+$3.1M2026-11-05
US Bancorp \de\
INCREASED609,948584,291+25,657+4%$14.6M$17.0M+$2.4M2026-11-05
Bank of New York Mellon Corp
INCREASED515,352497,379+17,973+4%$12.5M$14.4M+$1.9M2026-11-05
Ethic Inc.
DECREASED483,393540,841-57,448-11%$13.6M$13.5M-$81.3K2026-11-03
Ritholtz Wealth Management
DECREASED452,428453,258-8300%$11.4M$12.6M+$1.3M2026-11-05
Altrius Capital Management Inc
DECREASED403,071477,695-74,624-16%$12.0M$11.2M-$737.4K2026-11-05
GFS Advisors, LLC
UNCHANGED317,500317,50000%$670.4K$8.8M+$8.2M2026-11-03
Quadrant Capital Group LLC
INCREASED280,745279,632+1,113+0%$7.0M$7.4M+$412.5K2026-10-20
Vise Technologies, Inc.
INCREASED253,961180,910+73,051+40%$4.5M$7.1M+$2.5M2026-10-29
Citigroup Inc
INCREASED240,35379,954+160,399+201%$2.0M$6.7M+$4.7M2026-11-04
Oppenheimer Asset Management Inc.
INCREASED227,291192,270+35,021+18%$4.8M$6.3M+$1.5M2026-10-27
Hennion & Walsh Asset Management, Inc.
DECREASED224,445250,825-26,380-11%$6.3M$6.3M-$30.4K2026-10-13
Boston Common Asset Management, LLC
DECREASED221,016227,181-6,165-3%$5.7M$6.2M+$466.6K2026-10-13
Todd Asset Management LLC
DECREASED202,014227,574-25,560-11%$5.7M$5.6M-$72.9K2026-10-27
Diversify Advisory Services, LLC
INCREASED196,815186,236+10,579+6%$5.0M$5.1M+$155.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED196,815186,236+10,579+6%$5.0M$5.1M+$155.3K2026-10-20
Park Avenue Securities LLC
INCREASED193,267191,292+1,975+1%$4.8M$5.4M+$592.0K2026-10-26
Keybank National Association
INCREASED188,150175,458+12,692+7%$4.4M$5.2M+$846.8K2026-11-04
Truist Financial Corp
INCREASED165,162151,822+13,340+9%$3.8M$4.6M+$798.4K2026-10-30
Signaturefd, LLC
INCREASED158,538150,171+8,367+6%$3.8M$4.4M+$655.2K2026-10-23
Assetmark, Inc
INCREASED154,974153,769+1,205+1%$3.9M$4.3M+$465.7K2026-10-21
Choreo, LLC
INCREASED150,924145,115+5,809+4%$3.6M$4.2M+$569.7K2026-10-28
Davenport & Co LLC
INCREASED148,683129,636+19,047+15%$3.2M$4.1M+$895.1K2026-10-14
Jcic Asset Management Inc.
INCREASED145,765138,565+7,200+5%$3.0M$4.1M+$1.1M2026-10-30
VestGen Advisors, LLC
DECREASED143,468144,321-853-1%$3.6M$4.0M+$381.8K2026-10-27
Fifth Third Bancorp
INCREASED143,362129,547+13,815+11%$3.2M$4.0M+$749.1K2026-11-05
Compound Planning, Inc.
INCREASED135,009122,480+12,529+10%$3.1M$3.8M+$693.4K2026-11-05
Atria Investments, Inc
INCREASED124,131119,181+4,950+4%$3.0M$3.5M+$472.9K2026-10-15
Stackstone Wealth, LLC
NEW115,304—+115,304——$3.2M—2026-10-19
Evergreen Capital Management LLC
INCREASED114,062108,852+5,210+5%$2.7M$3.2M+$451.1K2026-10-23
Ativo Capital Management LLC
DECREASED101,847101,890-430%$2.6M$2.8M+$285.1K2026-10-27
CIBC Asset Management Inc
INCREASED90,24877,685+12,563+16%$1.9M$2.5M+$598.3K2026-11-05
Klein Pavlis & Peasley Financial, Inc.
INCREASED87,78487,197+587+1%$2.2M$2.4M+$261.4K2026-10-13
Farther Finance Advisors, LLC
INCREASED84,07981,112+2,967+4%$2.0M$2.3M+$311.5K2026-10-08
Daiwa Securities Group Inc.
NEW82,656—+82,656——$2.3M—2026-10-29
Summit Global Investments
INCREASED82,63778,692+3,945+5%$2.0M$2.3M+$331.0K2026-10-28
Aaron Wealth Advisors LLC
INCREASED81,05878,900+2,158+3%$2.0M$2.3M+$281.9K2026-10-13
Archford Capital Strategies, LLC
INCREASED80,05818,366+61,692+336%$460.3K$2.2M+$1.8M2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED76,70970,006+6,703+10%$1.8M$2.0M+$257.0K2026-11-04
Kathmere Capital Management, LLC
INCREASED74,89370,567+4,326+6%$1.8M$2.1M+$318.9K2026-10-20
Kestra Advisory Services, LLC
DECREASED72,45974,543-2,084-3%$1.9M$2.0M+$151.4K2026-11-02
Legacy Wealth Asset Management, LLC
INCREASED71,06933,502+37,567+112%$839.6K$2.0M+$1.1M2026-10-09
Welch Group, LLC
DECREASED66,88167,195-3140%$1.7M$1.9M+$180.1K2026-10-29
Regions Financial Corp
INCREASED64,92357,602+7,321+13%$1.4M$1.8M+$365.9K2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED61,63664,149-2,513-4%$1.6M$1.7M+$110.2K2026-10-14
Sterling Capital Management LLC
INCREASED61,52954,741+6,788+12%$1.4M$1.7M+$343.0K2026-10-22
Point Nemo Capital, LLC
DECREASED59,42059,883-463-1%$1.5M$1.7M+$155.4K2026-11-03
Haven Private, LLC
DECREASED55,29257,415-2,123-4%$1.4M$1.5M+$102.2K2026-10-27
Cookson Peirce & Co Inc
DECREASED50,72251,415-693-1%$1.3M$1.4M+$125.2K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED49,23235,701+13,531+38%$894.7K$1.4M+$477.4K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED48,77942,918+5,861+14%$1.1M$1.4M+$284.0K2026-11-04
HB Wealth Management, LLC
INCREASED48,36644,878+3,488+8%$1.1M$1.3M+$223.3K2026-10-23
Novem Group
INCREASED48,14648,114+32+0%$1.2M$1.3M+$136.1K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED47,95135,707+12,244+34%$917.3K$1.3M+$337.6K2026-10-13
Versant Capital Management, Inc
DECREASED47,85847,872-140%$1.2M$1.3M+$134.1K2026-10-02
Ashton Thomas Private Wealth, LLC
DECREASED47,18548,076-891-2%$1.2M$1.3M+$110.3K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED46,79644,705+2,091+5%$1.1M$1.3M+$183.9K2026-10-21
Chickasaw Capital Management LLC
UNCHANGED46,71446,71400%$1.2M$1.3M+$130.9K2026-10-08
Burns Matteson Capital Management, LLC
INCREASED42,19741,970+227+1%$1.1M$1.2M+$124.3K2026-10-16
Lido Advisors, LLC
INCREASED38,99932,647+6,352+19%$818.2K$1.1M+$268.8K2026-11-04
Prospera Financial Services Inc
INCREASED38,53436,639+1,895+5%$918.2K$903.2K-$14.9K2026-11-04
Parallel Advisors, LLC
INCREASED37,30135,824+1,477+4%$897.8K$1.0M+$141.8K2026-11-03
Brighton Jones LLC
INCREASED36,70935,582+1,127+3%$891.7K$1.0M+$131.4K2026-11-03
Gamma Investing LLC
INCREASED35,97532,289+3,686+11%$809.2K$1.0M+$193.5K2026-10-08
Sagespring Wealth Partners, LLC
INCREASED35,20934,058+1,151+3%$853.5K$981.3K+$127.8K2026-10-22
Provenance Wealth Advisors, LLC
NEW35,068—+35,068——$977.3K—2026-10-30
PDS Planning, Inc
INCREASED34,88833,746+1,142+3%$845.7K$972.3K+$126.7K2026-11-03
Ascent Group, LLC
INCREASED34,82633,971+855+3%$851.3K$970.6K+$119.3K2026-10-30
D'Orazio & Associates, Inc.
DECREASED34,54134,556-150%$866.0K$962.7K+$96.7K2026-11-04
Abel Hall, LLC
INCREASED33,71933,706+13+0%$844.7K$939.7K+$95.1K2026-10-19
Tctc Holdings, LLC
INCREASED33,59333,116+477+1%$829.9K$936.2K+$106.4K2026-11-02
HUB Investment Partners, LLC
INCREASED31,78628,730+3,056+11%$720.0K$885.9K+$165.9K2026-11-03
Sage Rhino Capital LLC
DECREASED31,02931,941-912-3%$800.4K$864.8K+$64.3K2026-10-28
Aprio Wealth Management, LLC
INCREASED30,74230,113+629+2%$754.6K$856.8K+$102.1K2026-10-28
Concurrent Investment Advisors, LLC
DECREASED30,43734,284-3,847-11%$859.1K$848.3K-$10.9K2026-10-16
Xponance LLC
INCREASED30,40127,392+3,009+11%$686.4K$847.3K+$160.8K2026-11-03
Commonwealth Equity Services, LLC
DECREASED29,69933,394-3,695-11%$836.8K$827.7K-$9.1K2026-11-02
Bailard, Inc.
INCREASED28,17327,588+585+2%$691.4K$785.2K+$93.8K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED28,13527,422+713+3%$687.2K$784.1K+$96.9K2026-10-30
DMC Group, LLC
INCREASED27,70624,509+3,197+13%$614.2K$772.2K+$158.0K2026-10-26
Blue Trust, Inc.
DECREASED25,42440,736-15,312-38%$1.0M$708.6K-$312.3K2026-10-15
Baron Wealth Management LLC
INCREASED25,11724,421+696+3%$612.0K$700.0K+$88.0K2026-10-27
Five Oceans Advisors
UNCHANGED24,84024,84000%$622.5K$692.3K+$69.8K2026-10-22
Mather Group, Llc.
INCREASED24,79021,744+3,046+14%$544.9K$690.9K+$146.0K2026-10-14
LVW Advisors, LLC
INCREASED24,31424,014+300+1%$601.8K$677.6K+$75.8K2026-10-19
Soltis Investment Advisors LLC
NEW24,014—+24,014——$669.3K—2026-10-28
First Affirmative Financial Network
NEW23,203—+23,203——$646.7K—2026-10-21
Anchyra Partners LLC
INCREASED21,67619,175+2,501+13%$480.5K$604.1K+$123.6K2026-10-13
Perigon Wealth Management, LLC
INCREASED21,05820,926+132+1%$524.4K$586.9K+$62.5K2026-10-22
Trust Point Inc.
DECREASED20,86923,819-2,950-12%$596.9K$581.6K-$15.3K2026-10-27
Portside Wealth Group, LLC
DECREASED20,85821,843-985-5%$547.4K$581.3K+$33.9K2026-10-20
Valeo Financial Advisors, LLC
INCREASED20,49618,027+2,469+14%$451.7K$571.2K+$119.5K2026-10-08
AdvisorNet Financial, Inc
DECREASED20,36321,188-825-4%$531.0K$524.6K-$6.4K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED19,68113,737+5,944+43%$344.2K$548.5K+$204.3K2026-10-08
Wedmont Private Capital
INCREASED19,53616,258+3,278+20%$417.7K$511.3K+$93.6K2026-10-09
Apella Capital, LLC
INCREASED19,13418,808+326+2%$490.3K$502.3K+$11.9K2026-10-08
55 North Private Wealth, LLC
INCREASED18,91418,376+538+3%$460.5K$527.1K+$66.6K2026-10-20
Larry Mathis Financial Planning, LLC
DECREASED18,06719,458-1,391-7%$487.6K$503.5K+$15.9K2026-10-26
Gallacher Capital Management LLC
DECREASED17,89329,219-11,326-39%$732.2K$498.7K-$233.5K2026-10-30
Marks Group Wealth Management, Inc
INCREASED17,13715,644+1,493+10%$392.0K$477.6K+$85.6K2026-11-05
Oakworth Capital, Inc.
UNCHANGED16,73116,73100%$419.3K$466.3K+$47.0K2026-10-26
Riversedge Advisors, LLC
INCREASED16,30814,984+1,324+9%$375.5K$454.5K+$79.0K2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED16,16416,173-90%$405.3K$450.4K+$45.1K2026-11-05
Angeles Wealth Management, LLC
DECREASED15,55715,567-100%$390.1K$433.6K+$43.5K2026-10-26
Verdence Capital Advisors LLC
UNCHANGED15,43415,43400%$386.8K$430.1K+$43.4K2026-10-26
Yousif Capital Management, LLC
DECREASED15,42415,940-516-3%$399.5K$429.9K+$30.4K2026-10-22
Syverson Strege & Co
INCREASED15,27315,270+3+0%$382.7K$425.7K+$43.0K2026-11-02
Seven Mile Advisory
DECREASED15,12415,828-704-4%$396.7K$421.5K+$24.9K2026-10-22
SmartHarvest Portfolios, LLC
DECREASED14,78514,831-460%$371.7K$412.0K+$40.4K2026-10-26
SYM Financial Corp
DECREASED14,66314,718-550%$368.8K$408.7K+$39.8K2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED14,58114,392+189+1%$360.7K$406.4K+$45.7K2026-10-20
Northside Capital Management, LLC
UNCHANGED14,33614,33600%$359.3K$399.5K+$40.3K2026-10-13
Pittenger & Anderson Inc
UNCHANGED14,24314,24300%$356.9K$397.0K+$40.0K2026-11-02
QP Wealth Management, LLC
NEW13,695—+13,695——$381.7K—2026-10-20
Cromwell Holdings LLC
UNCHANGED13,65913,65900%$342.3K$380.7K+$38.4K2026-10-28
Traveka Wealth, LLC
INCREASED13,45012,307+1,143+9%$308.4K$374.9K+$66.4K2026-10-19
Rose Capital Advisors LLC
NEW12,967—+12,967——$361.4K—2026-11-04
Certuity, LLC
INCREASED12,94912,815+134+1%$321.1K$360.9K+$39.7K2026-11-02
Imc-Chicago, LLC
DECREASED12,67012,676-60%$317.7K$353.1K+$35.5K2026-11-05
Goodman Advisory Group, LLC
DECREASED12,540142,039-129,499-91%$3.6M$349.5K-$3.2M2026-11-02
Lazari Capital Management, Inc.
UNCHANGED12,51112,51100%$313.5K$348.7K+$35.2K2026-10-20
Echo45 Advisors LLC
INCREASED12,40511,697+708+6%$293.1K$345.7K+$52.6K2026-10-07
Private Trust Co NA
INCREASED12,17111,967+204+2%$299.9K$339.2K+$39.3K2026-10-20
Curated Wealth Partners LLC
NEW12,023—+12,023——$335.1K—2026-10-15
Sowell Financial Services LLC
DECREASED11,85216,896-5,044-30%$423.4K$330.3K-$93.1K2026-10-23
Connecticut Capital Management Group, LLC
INCREASED11,81111,721+90+1%$293.7K$329.2K+$35.4K2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED11,75011,694+56+0%$293.1K$327.5K+$34.4K2026-10-27
XML Financial, LLC
UNCHANGED11,61011,61000%$290.9K$323.6K+$32.6K2026-10-29
Wedbush Securities Inc
DECREASED11,52511,560-350%$290.0K$321.0K+$31.0K2026-10-22
180 Wealth Advisors, LLC
DECREASED11,40411,925-521-4%$298.8K$317.8K+$19.0K2026-11-03
St. Johns Investment Management Company, LLC
DECREASED11,26412,264-1,000-8%$307.3K$313.9K+$6.6K2026-10-30
Bingham Private Wealth, LLC
DECREASED11,24611,960-714-6%$299.7K$313.4K+$13.7K2026-11-05
Old National Bancorp
INCREASED11,14211,026+116+1%$276.3K$310.5K+$34.2K2026-10-20
Greenspring Advisors, LLC
DECREASED11,02711,065-380%$277.3K$307.3K+$30.0K2026-11-05
Integrity Alliance, Llc.
NEW10,897—+10,897——$303.7K—2026-10-29
Greenleaf Trust
DECREASED10,82412,315-1,491-12%$308.6K$301.7K-$6.9K2026-10-29
MGO One Seven LLC
INCREASED10,82010,623+197+2%$266.2K$301.6K+$35.3K2026-10-28
Csenge Advisory Group
INCREASED10,65910,210+449+4%$255.9K$297.1K+$41.2K2026-11-04
TD Private Client Wealth LLC
DECREASED10,53211,942-1,410-12%$299.3K$293.5K-$5.7K2026-10-28
Sovran Advisors, LLC
NEW10,498—+10,498——$256.7K—2026-11-02
Community Bank & Trust, Waco, Texas
NEW10,490—+10,490——$292.0K—2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED10,4018,293+2,108+25%$208.0K$290.0K+$82.0K2026-11-02
Brucke Financial, Inc.
NEW10,390—+10,390——$289.6K—2026-10-23
Viewpoint Investment Partners Corp
INCREASED10,3009,400+900+10%$235.6K$287.1K+$51.5K2026-10-26
TD Waterhouse Canada Inc.
DECREASED10,03315,396-5,363-35%$384.7K$269.5K-$115.2K2026-10-16
First Command Advisory Services, Inc.
INCREASED9,7461,821+7,925+435%$45.6K$271.6K+$226.0K2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED9,7419,670+71+1%$242.3K$271.5K+$29.2K2026-11-04
Tanager Wealth Management LLP
NEW9,620—+9,620——$268.1K—2026-10-19
Gibbs Wealth Management
NEW9,575—+9,575——$266.9K—2026-10-22
Foster Group, Inc.
DECREASED9,3179,424-107-1%$236.2K$259.7K+$23.5K2026-10-13
Dynamic Advisor Solutions LLC
NEW9,012—+9,012——$251.2K—2026-10-13
V-Square Quantitative Management LLC
UNCHANGED8,9698,96900%$224.8K$250.0K+$25.2K2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED8,9428,126+816+10%$203.6K$249.2K+$45.6K2026-11-02
Manchester Capital Management LLC
UNCHANGED8,6538,65300%$216.8K$241.2K+$24.3K2026-10-22
RFG Advisory, LLC
DECREASED8,6348,885-251-3%$222.7K$240.6K+$18.0K2026-11-03
Simplicity Wealth,LLC
NEW8,534—+8,534——$237.8K—2026-10-23
XXI Wealth, LLC
NEW8,352—+8,352——$232.8K—2026-10-22
Crestwood Advisors Group, LLC
NEW8,347—+8,347——$232.6K—2026-10-27
Abacus Wealth Partners, LLC
DECREASED8,3268,604-278-3%$215.6K$232.0K+$16.4K2026-11-03
Lavelle Capital LP
UNCHANGED8,2718,27100%$207.3K$230.5K+$23.2K2026-11-03
Pinnacle Associates LTD
UNCHANGED8,2118,21100%$205.8K$228.8K+$23.1K2026-10-20
Cornerstone Wealth Group, LLC
NEW8,144—+8,144——$227.0K—2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED8,1008,10000%$203.0K$225.7K+$22.8K2026-10-23
May Hill Capital, LLC
NEW8,041—+8,041——$224.1K—2026-11-03
First Horizon Corp
INCREASED8,0277,742+285+4%$194.0K$223.7K+$29.7K2026-10-26
Reston Wealth Management LLC
NEW7,621—+7,621——$212.4K—2026-10-29
Diversified Enterprises, LLC
NEW7,606—+7,606——$212.0K—2026-10-19
Veracity Capital LLC
NEW7,567—+7,567——$210.9K—2026-10-08
JGP Wealth Management, LLC
NEW7,291—+7,291——$203.2K—2026-10-13
Quadrant Private Wealth Management, LLC
NEW7,280—+7,280——$202.9K—2026-11-04
Manske Wealth Management
NEW7,188—+7,188——$200.3K—2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED6,4246,42400%$161.0K$179.0K+$18.1K2026-10-15
Cullen T Bankers, Inc.
INCREASED6,1173,460+2,657+77%$86.7K$170.5K+$83.8K2026-10-28
Hilltop National Bank
UNCHANGED6,0486,04800%$151.6K$168.6K+$17.0K2026-10-14
Owl Creek Wealth Partners LLC
INCREASED5,4095,259+150+3%$131.8K$150.7K+$19.0K2026-10-20
Jacobi Capital Management LLC
NEW3,613—+3,613——$100.7K—2026-11-05
Salomon & Ludwin, LLC
INCREASED3,4973,147+350+11%$78.6K$97.5K+$18.8K2026-10-29
Simplex Trading, LLC
NEW3,359—+3,359——$93.6K—2026-11-04
Richardson Financial Services Inc.
INCREASED3,2452,664+581+22%$66.8K$90.4K+$23.7K2026-10-30
Larson Financial Group LLC
INCREASED2,9202,533+387+15%$63.5K$81.4K+$17.9K2026-11-05
James T. Borello RIA
UNCHANGED2,8572,85700%$71.6K$79.6K+$8.0K2026-10-16
Parkside Financial Bank & Trust
INCREASED2,7932,722+71+3%$68.2K$77.8K+$9.6K2026-10-27
Chilton Capital Management LLC
NEW2,438—+2,438——$68.0K—2026-10-28
IFP Advisors, Inc
INCREASED2,4382,432+6+0%$60.9K$67.9K+$7.0K2026-10-16
Westside Investment Management, Inc.
UNCHANGED2,3162,31600%$58.0K$62.5K+$4.4K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED2,2532,093+160+8%$52.5K$62.8K+$10.3K2026-10-20
Silver Grove Financial Group, Inc.
DECREASED2,2152,216-10%$55.5K$61.7K+$6.2K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED2,1852,18500%$54.8K$60.9K+$6.1K2026-10-21
Ares Financial Consulting, LLC
UNCHANGED2,1422,14200%$53.7K$59.7K+$6.0K2026-10-19
West Paces Advisors Inc.
INCREASED2,1171,096+1,021+93%$27.5K$59.0K+$31.5K2026-10-13
Root Financial Partners, LLC
NEW2,105—+2,105——$58.7K—2026-10-21
Nisa Investment Advisors, LLC
INCREASED2,0551,916+139+7%$48.0K$57.3K+$9.3K2026-10-20
True Wealth Design, LLC
INCREASED1,8221,510+312+21%$37.8K$50.8K+$12.9K2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED1,4851,48500%$37.2K$41.4K+$4.2K2026-10-05
Eastern Bank
DECREASED1,4141,905-491-26%$47.7K$39.4K-$8.3K2026-10-05
Gen-Wealth Partners Inc
NEW1,274—+1,274——$35.5K—2026-11-04
Bare Financial Services, Inc
INCREASED1,231941+290+31%$23.6K$34.3K+$10.7K2026-11-04
Lanark Financial, Inc.
DECREASED1,2311,281-50-4%$32.1K$34.3K+$2.2K2026-10-26
Signature Equity Partners, LLC
INCREASED1,1791,100+79+7%$27.6K$32.9K+$5.3K2026-10-29
Financial Consulate, Inc
INCREASED1,178833+345+41%$20.9K$32.8K+$12.0K2026-10-23
West Financial Advisors, LLC
NEW1,161—+1,161——$32.4K—2026-10-22
Retirement Wealth Solutions LLC
INCREASED1,127734+393+54%$18.4K$31.4K+$13.0K2026-10-07
Highline Wealth Partners LLC
INCREASED1,116892+224+25%$22.4K$31.1K+$8.7K2026-10-19
Rossby Financial, LCC
INCREASED1,0231,018+5+0%$25.5K$28.5K+$3.0K2026-11-05
Leonteq Securities AG
NEW1,000—+1,000——$27.9K—2026-10-29
Ascentis Wealth Management, LLC
INCREASED994898+96+11%$22.5K$27.7K+$5.2K2026-11-03
CoreCap Advisors, LLC
INCREASED911311+600+193%$7.8K$25.4K+$17.6K2026-10-08
SJS Investment Consulting Inc.
INCREASED885877+8+1%$22.0K$24.7K+$2.7K2026-10-26
American National Bank & Trust
UNCHANGED83683600%$21.0K$23.3K+$2.3K2026-10-07
Gilpin Wealth Management, LLC
NEW822—+822——$22.9K—2026-10-09
Bell Investment Advisors, Inc
UNCHANGED71871800%$18.0K$20.0K+$2.0K2026-10-29
Financial Management Professionals, Inc.
UNCHANGED67967900%$17.0K$18.9K+$1.9K2026-10-23
Key FInancial Inc
UNCHANGED67567500%$16.9K$18.8K+$1.9K2026-11-02
Nfsg Corp
UNCHANGED64464400%$16.2K$18.0K+$1.8K2026-10-15
Spire Wealth Management
UNCHANGED62762700%$15.7K$17.5K+$1.8K2026-10-30
Acumen Wealth Advisors, LLC
INCREASED582487+95+20%$12.2K$16.2K+$4.0K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED57857800%$14.5K$16.1K+$1.6K2026-10-15
Elevation Wealth Partners, LLC
UNCHANGED57357300%$14.4K$16.0K+$1.6K2026-10-07
Asset Dedication, LLC
DECREASED556571-15-3%$14.3K$15.5K+$1.2K2026-11-03
J.Safra Asset Management Corp
DECREASED546600-54-9%$15.0K$15.2K+$1812026-11-03
Proathlete Wealth Management LLC
NEW491—+491——$13.7K—2026-10-15
Albion Financial Group
INCREASED488387+101+26%$9.7K$13.6K+$3.9K2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED47947900%$12.0K$13.4K+$1.3K2026-10-22
Arlington Trust Co LLC
UNCHANGED47447400%$11.9K$13.2K+$1.3K2026-10-20
Triumph Capital Management
INCREASED444438+6+1%$11.0K$12.4K+$1.4K2026-10-14
Moisand Fitzgerald Tamayo, LLC
NEW434—+434——$12.1K—2026-10-15
Creative Financial Designs Inc
UNCHANGED42242200%$10.6K$11.8K+$1.2K2026-11-04
North Star Investment Management Corp.
UNCHANGED41341300%$10.4K$11.5K+$1.2K2026-10-27
SBI Securities Co., Ltd.
UNCHANGED36136100%$9.0K$10.1K+$1.0K2026-10-22
UMB Private Wealth Management, LLC
NEW360—+360——$10.0K—2026-10-19
Fortitude Family Office, LLC
UNCHANGED35735700%$8.9K$10.0K+$1.0K2026-10-14
Country Trust Bank
UNCHANGED31731700%$7.9K$8.8K+$8912026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED30430400%$7.6K$8.5K+$8542026-10-16
Elyxium Wealth, LLC
NEW290—+290——$8.1K—2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED27927900%$7.0K$7.8K+$7842026-11-04
Planning Strategies Inc.
NEW266—+266——$7.4K—2026-10-02
WPG Advisers, LLC
UNCHANGED25125100%$6.3K$7.0K+$7052026-10-27
Wilmington Savings Fund Society, FSB
NEW247—+247——$6.9K—2026-10-23
Navigoe, LLC
UNCHANGED24324300%$6$6$02026-11-04
Independence Bank of Kentucky
UNCHANGED24224200%$6.1K$6.7K+$6802026-10-26
Nemes Rush Group LLC
UNCHANGED23323300%$5.8K$6.5K+$6552026-11-04
American Capital Advisory, LLC
UNCHANGED21921900%$5.5K$6.1K+$6152026-10-28
MV Capital Management, Inc.
UNCHANGED21421400%$5.4K$6.0K+$6022026-10-29
Markowski Investments
UNCHANGED20320300%$5.1K$5.7K+$5712026-10-30
Byrne Asset Management LLC
NEW200—+200——$5.4K—2026-10-06
Burk Holdings LLC
UNCHANGED15315300%$3.8K$4.3K+$4302026-11-05
Financial Network Wealth Advisors LLC
INCREASED151109+42+39%$2.7K$4.2K+$1.5K2026-10-28
Cape Investment Advisory, Inc.
INCREASED147128+19+15%$3.2K$4.1K+$8892026-10-13
Essential Partners LLC
UNCHANGED13913900%$3.5K$3.9K+$3912026-10-14
Central Trust Co
UNCHANGED13013000%$3.3K$3.6K+$3662026-11-05
Breakwater Investment Management
INCREASED10760+47+78%$1.5K$3.0K+$1.5K2026-10-20
Jnba Financial Advisors
UNCHANGED10710700%$2.7K$3.0K+$3012026-11-03
Lodestone Wealth Management LLC
UNCHANGED10010000%$2.5K$2.8K+$2812026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED878700%$2.2K$2.4K+$2442026-10-20
Monetary Solutions, Ltd
INCREASED7852+26+50%$1.3K$2.2K+$8712026-10-22
CX Institutional
UNCHANGED777700%$2$2$02026-10-02
Trifecta Capital Advisors, LLC
UNCHANGED696900%$1.7K$1.9K+$1942026-10-21
Noble Wealth Management PBC
UNCHANGED595900%$1.5K$1.6K+$1652026-10-01
Godsey & Gibb, Inc
NEW44—+44——$1.2K—2026-10-14
Abound Wealth Management
UNCHANGED404000%$1.0K$1.1K+$1122026-10-26
Grove Bank & Trust
UNCHANGED363600%$902$1.0K+$1012026-10-08
Nvest Wealth Strategies, Inc.
INCREASED3216+16+100%$401$892+$4912026-10-14
Trust Co
UNCHANGED272700%$677$752+$752026-10-09
Compass Financial Management LLC
UNCHANGED262600%$652$725+$732026-10-30
Center for Financial Planning, Inc.
NEW25—+25——$696—2026-10-26
Downshift Financial, LLC
UNCHANGED141400%$351$390+$392026-10-13
StrongBox Wealth, LLC
NEW11—+11——$307—2026-11-02
High Note Wealth, LLC
UNCHANGED3300%$75$84+$92026-10-27
Illumine Investment Management, LLC
NEW0—0——$684.8K—2026-10-22
Jefferies Financial Group Inc.
CLOSED01,000,000-1,000,000-100%$25.1M$0-$25.1M2026-11-05
Wespac Advisors, LLC
CLOSED056,504-56,504-100%$1.4M$0-$1.4M2026-10-26
CogentBlue Wealth Advisors, LLC
CLOSED013,310-13,310-100%$333.5K$0-$333.5K2026-10-09
Williams & Novak Wealth Management, LLC
CLOSED013,052-13,052-100%$327.1K$0-$327.1K2026-10-09
StoneX Group Inc.
CLOSED010,903-10,903-100%$257.5K$0-$257.5K2026-11-03
Riverbridge Partners LLC
CLOSED09,752-9,752-100%$244.4K$0-$244.4K2026-11-05
Apollon Wealth Management, LLC
CLOSED08,471-8,471-100%$212.3K$0-$212.3K2026-10-23
Cornerstone Planning Group LLC
CLOSED01,516-1,516-100%$39.8K$0-$39.8K2026-10-16
FNY Investment Advisers, LLC
CLOSED01,500-1,500-100%$37$0-$372026-10-16
Plante Moran Financial Advisors, LLC
CLOSED0245-245-100%$6.1K$0-$6.1K2026-11-04
Stone House Investment Management, LLC
CLOSED0133-133-100%$3.3K$0-$3.3K2026-10-23
Salem Investment Counselors Inc
CLOSED084-84-100%$2.1K$0-$2.1K2026-10-13
Southern Michigan Bank & Trust
CLOSED081-81-100%$2.0K$0-$2.0K2026-10-19
Cassaday & Co Wealth Management LLC
CLOSED058-58-100%$1.5K$0-$1.5K2026-10-27
Halbert Hargrove Global Advisors, LLC
CLOSED037-37-100%$921$0-$9212026-10-16
Morgan Stanley
N/A—13,132,187-13,132,187-100%$329.1M———
Goldman Sachs Group Inc
N/A—11,933,933-11,933,933-100%$299.1M———
Fisher Asset Management, LLC
N/A—11,565,268-11,565,268-100%$289.8M———
FMR LLC
N/A—8,870,426-8,870,426-100%$222.3M———
Harding Loevner LP
N/A—8,391,515-8,391,515-100%$222.2M———
BlackRock, Inc.
N/A—8,261,769-8,261,769-100%$207.0M———
Bank of America Corp
N/A—7,832,717-7,832,717-100%$196.3M———
Northern Trust Corp
N/A—6,726,713-6,726,713-100%$168.6M———
Capital International Investors
N/A—6,481,790-6,481,790-100%$160.2M———
Natixis Advisors, LLC
N/A—6,167,227-6,167,227-100%$154.6M———
American Century Companies Inc
N/A—6,117,192-6,117,192-100%$153.3M———
Jones Financial Companies Lllp
N/A—5,545,925-5,545,925-100%$135.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,489,448-4,489,448-100%$112.5M———
JPMorgan Chase & Co
N/A—3,964,313-3,964,313-100%$98.0M———
Envestnet Asset Management Inc
N/A—3,179,584-3,179,584-100%$79.7M———
Clark Capital Management Group, Inc.
N/A—2,407,525-2,407,525-100%$60.3M———
Arrowstreet Capital, Limited Partnership
N/A—1,839,208-1,839,208-100%$46.1M———
Royal Bank of Canada
N/A—1,572,947-1,572,947-100%$39.4M———
UBS Asset Management Americas LLC
N/A—1,513,544-1,513,544-100%$37.9M———
Quantinno Capital Management LP
N/A—1,484,531-1,484,531-100%$37.2M———
O'shaughnessy Asset Management, LLC
N/A—1,357,430-1,357,430-100%$34.0M———
Raymond James Financial Inc
N/A—1,337,629-1,337,629-100%$33.5M———
Wells Fargo & Company
N/A—1,248,514-1,248,514-100%$31.3M———
UBS Group AG
N/A—1,145,379-1,145,379-100%$28.7M———
Charles Schwab Investment Management Inc
N/A—1,139,763-1,139,763-100%$28.6M———
Capital Wealth Planning, LLC
N/A—1,015,769-1,015,769-100%$25.5M———
Barclays PLC
N/A—973,127-973,127-100%$24.4M———
AQR Capital Management LLC
N/A—874,849-874,849-100%$21.9M———
Optiver Holding B.V.
N/A—818,360-818,360-100%$20.5M———
Massachusetts Financial Services Co
N/A—805,145-805,145-100%$20.2M———
NewEdge Wealth, LLC
N/A—708,357-708,357-100%$17.8M———
Fayez Sarofim & Co
N/A—681,992-681,992-100%$17.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—625,442-625,442-100%$15.7M———
QRG Capital Management, Inc.
N/A—609,469-609,469-100%$15.3M———
Mariner, LLC
N/A—606,592-606,592-100%$15.2M———
Mercer Global Advisors Inc
N/A—553,887-553,887-100%$13.9M———
LPL Financial LLC
N/A—552,736-552,736-100%$13.9M———
Ameriprise Financial Inc
N/A—549,734-549,734-100%$13.8M———
Stifel Financial Corp
N/A—495,723-495,723-100%$12.4M———
SEI Investments Co
N/A—423,941-423,941-100%$10.6M———
Jupiter Topco LLC
N/A—403,288-403,288-100%$10.1M———
Pathstone Holdings, LLC
N/A—397,164-397,164-100%$10.0M———
Cetera Investment Advisers
N/A—395,816-395,816-100%$9.9M———
BNP Paribas Financial Markets
N/A—388,575-388,575-100%$9.7M———
Cerity Partners LLC
N/A—384,917-384,917-100%$9.6M———
Boston Partners
N/A—357,413-357,413-100%$9.0M———
United Capital Financial Advisors, LLC
N/A—357,171-357,171-100%$9.0M———
Callan Family Office, LLC
N/A—340,958-340,958-100%$8.5M———
Price T Rowe Associates Inc
N/A—335,945-335,945-100%$8.4M———
GQG Partners LLC
N/A—330,608-330,608-100%$8.3M———
Norges Bank
N/A—330,000-330,000-100%$8.3M———
Clearbridge Investments, LLC
N/A—329,044-329,044-100%$8.2M———
Vanguard Personalized Indexing Management, LLC
N/A—319,414-319,414-100%$8.0M———
HRT Financial LP
N/A—307,301-307,301-100%$7.7M———
First Trust Advisors LP
N/A—303,244-303,244-100%$7.6M———
Capital World Investors
N/A—291,002-291,002-100%$7.2M———
Manning & Napier Advisors LLC
N/A—276,886-276,886-100%$6.9M———
Neuberger Berman Group LLC
N/A—276,628-276,628-100%$6.9M———
HighTower Advisors, LLC
N/A—275,901-275,901-100%$6.9M———
Westfield Capital Management Co LP
N/A—269,104-269,104-100%$6.7M———
Bank of Montreal
N/A—267,324-267,324-100%$6.7M———
Old Mission Capital LLC
N/A—242,363-242,363-100%$6.1M———
PNC Financial Services Group, Inc.
N/A—230,773-230,773-100%$5.8M———
Rathbones Group PLC
N/A—230,722-230,722-100%$5.8M———
Teachers Retirement System of the State of Kentucky
N/A—225,970-225,970-100%$5.7M———
NewEdge Advisors, LLC
N/A—224,896-224,896-100%$5.6M———
MML Investors Services, LLC
N/A—222,698-222,698-100%$5.6M———
Vident Advisory, LLC
N/A—222,482-222,482-100%$5.6M———
Capital Research Global Investors
N/A—211,629-211,629-100%$5.2M———
Vestmark Advisory Solutions, Inc.
N/A—199,456-199,456-100%$5.0M———
Russell Investments Group, Ltd.
N/A—174,250-174,250-100%$4.4M———
Millennium Management LLC
N/A—167,533-167,533-100%$4.2M———
Naviter Wealth, LLC
N/A—166,072-166,072-100%$4.2M———
Orion Porfolio Solutions, LLC
N/A—164,793-164,793-100%$4.1M———
Caprock Group, LLC
N/A—161,397-161,397-100%$4.0M———
DV Equities, LLC
N/A—154,946-154,946-100%$3.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—150,921-150,921-100%$3.8M———
Pinnacle Financial Partners, Inc.
N/A—140,704-140,704-100%$3.5M———
Dorsey Wright & Associates
N/A—140,125-140,125-100%$3.5M———
Tudor Investment Corp ET AL
N/A—138,655-138,655-100%$3.5M———
Nuveen, LLC
N/A—138,374-138,374-100%$3.5M———
Osaic Holdings, Inc.
N/A—132,089-132,089-100%$3.3M———
Rhumbline Advisers
N/A—131,114-131,114-100%$3.3M———
Sanctuary Advisors, LLC
N/A—126,165-126,165-100%$3.2M———
Strategic Global Advisors, LLC
N/A—123,752-123,752-100%$3.3M———
Focus Partners Wealth
N/A—115,840-115,840-100%$2.9M———
Captrust Financial Advisors
N/A—112,034-112,034-100%$2.8M———
Sequoia Financial Advisors, LLC
N/A—110,809-110,809-100%$2.8M———
IEQ Capital, LLC
N/A—107,957-107,957-100%$2.7M———
Janney Montgomery Scott LLC
N/A—106,382-106,382-100%$2.7M———
Marietta Investment Partners LLC
N/A—106,194-106,194-100%$2.7M———
Franklin Resources Inc
N/A—103,075-103,075-100%$2.6M———
&partners
N/A—101,902-101,902-100%$2.6M———
Guggenheim Capital LLC
N/A—96,583-96,583-100%$2.4M———
Syon Capital LLC
N/A—92,865-92,865-100%$2.3M———
M&T Bank Corp
N/A—91,362-91,362-100%$2.3M———
Barometer Capital Management Inc.
N/A—84,200-84,200-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—81,210-81,210-100%$2.0M———
AdvisorShares Investments LLC
N/A—80,777-80,777-100%$2.0M———
Ellevest, Inc.
N/A—78,814-78,814-100%$2.0M———
Invesco Ltd.
N/A—78,487-78,487-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—75,476-75,476-100%$1.9M———
Symmetry Investments LP
N/A—71,500-71,500-100%$1.8M———
Smartleaf Asset Management LLC
N/A—68,442-68,442-100%$1.7M———
Principal Securities, Inc.
N/A—67,356-67,356-100%$1.7M———
Summit Trail Advisors, LLC
N/A—66,859-66,859-100%$1.7M———
Ballentine Partners, LLC
N/A—65,965-65,965-100%$1.7M———
Coldstream Capital Management Inc
N/A—65,272-65,272-100%$1.6M———
Savant Capital, LLC
N/A—63,287-63,287-100%$1.6M———
Glenmede Trust Co NA
N/A—58,903-58,903-100%$1.5M———
Dynasty Wealth Management, LLC
N/A—58,801-58,801-100%$1.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—57,370-57,370-100%$1.4M———
Global Retirement Partners, LLC
N/A—56,608-56,608-100%$1.4M———
New York State Common Retirement Fund
N/A—54,876-54,876-100%$1.4M———
Leavell Investment Management, Inc.
N/A—54,052-54,052-100%$1.4M———
SG Americas Securities, LLC
N/A—52,458-52,458-100%$1.3M———
Venturi Wealth Management, LLC
N/A—50,312-50,312-100%$1.3M———
Hantz Financial Services, Inc.
N/A—46,141-46,141-100%$1.2M———
Northwestern Mutual Wealth Management Co
N/A—42,884-42,884-100%$1.1M———
Integrated Quantitative Investments LLC
N/A—42,806-42,806-100%$1.1M———
Checchi Capital Advisers, LLC
N/A—40,302-40,302-100%$1.0M———
William Blair Investment Management, LLC
N/A—39,404-39,404-100%$987.5K———
Bleakley Financial Group, LLC
N/A—39,364-39,364-100%$986.5K———
Engineers Gate Manager LP
N/A—39,050-39,050-100%$978.6K———
BSW Wealth Partners
N/A—37,954-37,954-100%$951.1K———
Dorsey & Whitney Trust Co LLC
N/A—37,828-37,828-100%$948.0K———
One Wealth Advisors, LLC
N/A—37,507-37,507-100%$939.9K———
Atlas Capital Advisors Inc.
N/A—37,092-37,092-100%$929.5K———
Focus Partners Advisor Solutions, LLC
N/A—36,837-36,837-100%$923.1K———
Point72 Asset Management, L.P.
N/A—36,590-36,590-100%$916.9K———
RNC Capital Management LLC
N/A—34,997-34,997-100%$877.0K———
Marshall Financial Group, LLC
N/A—34,311-34,311-100%$859.8K———
Pure Financial Advisors, LLC
N/A—33,960-33,960-100%$851.0K———
Personal CFO Solutions, LLC
N/A—33,008-33,008-100%$827.2K———
Arax Advisory Partners
N/A—31,527-31,527-100%$790.1K———
Merit Financial Group, LLC
N/A—30,686-30,686-100%$769.0K———
Flow Traders U.S. LLC
N/A—30,486-30,486-100%$764.0K———
Summitry LLC
N/A—29,836-29,836-100%$747.7K———
Empowered Funds, LLC
N/A—29,511-29,511-100%$739.5K———
PCM Encore, LLC
N/A—29,399-29,399-100%$736.7K———
Clearstead Advisors, LLC
N/A—28,497-28,497-100%$714.1K———
Acadian Asset Management LLC
N/A—28,273-28,273-100%$708.0K———
Beacon Pointe Advisors, LLC
N/A—27,737-27,737-100%$695.1K———
Brown Advisory Inc
N/A—27,729-27,729-100%$694.9K———
Public Employees Retirement System of Ohio
N/A—27,578-27,578-100%$691.1K———
Optas, LLC
N/A—27,560-27,560-100%$690.7K———
Susquehanna International Group, LLP
N/A—27,158-27,158-100%$680.6K———
Sivia Capital Partners, LLC
N/A—27,021-27,021-100%$677.1K———
State Street Corp
N/A—26,931-26,931-100%$674.9K———
BFC Planning, Inc.
N/A—26,407-26,407-100%$661.8K———
CIBC Bancorp USA Inc.
N/A—26,258-26,258-100%$658.0K———
CIBC World Market Inc.
N/A—25,572-25,572-100%$640.8K———
Wealthspire Advisors, LLC
N/A—25,541-25,541-100%$640.1K———
JMN Financial LLC
N/A—25,020-25,020-100%$627.0K———
Blair William & Co
N/A—24,094-24,094-100%$603.8K———
MAI Capital Management
N/A—23,891-23,891-100%$598.7K———
Waverly Advisors, LLC
N/A—22,601-22,601-100%$566.4K———
Heritage Wealth Advisors
N/A—22,288-22,288-100%$558.5K———
Envestnet Portfolio Solutions, Inc.
N/A—22,075-22,075-100%$553.2K———
Frec Markets, Inc.
N/A—21,241-21,241-100%$532.3K———
Benjamin Edwards Inc
N/A—20,778-20,778-100%$520.6K———
Basecamp Wealth Advisors LLC
N/A—20,776-20,776-100%$520.6K———
Hexagon Capital Partners LLC
N/A—20,014-20,014-100%$501.6K———
Gateway Wealth Partners, LLC
N/A—19,956-19,956-100%$500.1K———
Cresset Asset Management, LLC
N/A—19,952-19,952-100%$500.0K———
Aptus Capital Advisors, LLC
N/A—19,532-19,532-100%$489.5K———
Bridgewater Advisors Inc.
N/A—19,299-19,299-100%$547.3K———
Independent Advisor Alliance
N/A—18,599-18,599-100%$466.1K———
Citadel Advisors LLC
N/A—18,323-18,323-100%$459.2K———
Rehmann Capital Advisory Group
N/A—18,199-18,199-100%$456.1K———
Campbell & Co Investment Adviser LLC
N/A—17,994-17,994-100%$450.9K———
Savvy Advisors, Inc.
N/A—17,243-17,243-100%$432.1K———
West Family Investments, Inc.
N/A—17,164-17,164-100%$430.1K———
Commerce Bank
N/A—16,834-16,834-100%$421.9K———
Arkadios Wealth Advisors
N/A—16,678-16,678-100%$417.9K———
AE Wealth Management LLC
N/A—16,496-16,496-100%$413.4K———
EP Wealth Advisors, LLC
N/A—15,989-15,989-100%$400.7K———
Jain Global LLC
N/A—15,862-15,862-100%$397.5K———
New Republic Capital, LLC
N/A—15,820-15,820-100%$396.4K———
SageGuard Financial Group, LLC
N/A—15,765-15,765-100%$395.1K———
Nykredit A/S
N/A—15,749-15,749-100%$394.7K———
Intrust Bank NA
N/A—15,217-15,217-100%$381.3K———
Werba Rubin Papier Wealth Management
N/A—15,040-15,040-100%$376.9K———
Bearing Point Capital, LLC
N/A—15,000-15,000-100%$375.9K———
SOA Wealth Advisors, Llc.
N/A—14,369-14,369-100%$70.8K———
Diversified Trust Co
N/A—14,303-14,303-100%$358.4K———
Westwood Holdings Group Inc
N/A—12,785-12,785-100%$320.4K———
Wrapmanager Inc
N/A—12,682-12,682-100%$317.8K———
Seeds Investor LLC
N/A—12,675-12,675-100%$317.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,499-12,499-100%$313.2K———
HSBC Holdings PLC
N/A—12,394-12,394-100%$310.6K———
GeoWealth Management, LLC
N/A—12,386-12,386-100%$310.4K———
Qtron Investments LLC
N/A—12,216-12,216-100%$306.1K———
Calydon Capital
N/A—12,180-12,180-100%$305.2K———
Huntington National Bank
N/A—12,140-12,140-100%$304.2K———
Evolve Private Wealth, LLC
N/A—11,191-11,191-100%$280.4K———
Steward Partners Investment Advisory, LLC
N/A—11,144-11,144-100%$279.3K———
Brown Brothers Harriman & Co
N/A—11,022-11,022-100%$276.2K———
Choate Investment Advisors
N/A—11,015-11,015-100%$276.0K———
Disciplined Investors, L.L.C.
N/A—11,000-11,000-100%$275.7K———
World Investment Advisors
N/A—10,966-10,966-100%$245.2K———
Keebeck Wealth Management
N/A—10,807-10,807-100%$270.8K———
Matters Capital LLC
N/A—10,786-10,786-100%$270.3K———
Peapack Gladstone Financial Corp
N/A—10,703-10,703-100%$268.0K———
Earned Wealth Advisors, LLC
N/A—10,477-10,477-100%$262.6K———
Ingalls & Snyder LLC
N/A—10,474-10,474-100%$262.0K———
Transamerica Financial Advisors, LLC
N/A—10,293-10,293-100%$258.0K———
OneDigital Investment Advisors LLC
N/A—10,276-10,276-100%$257.5K———
Natural Investments, LLC
N/A—10,206-10,206-100%$255.0K———
Composition Wealth, LLC
N/A—9,796-9,796-100%$245.5K———
Jackson Thornton Wealth Management, LLC
N/A—9,699-9,699-100%$243.1K———
Moneta Group Investment Advisors LLC
N/A—9,448-9,448-100%$236.8K———
Johnson Financial Group, Inc.
N/A—9,415-9,415-100%$235.9K———
Snowden Capital Advisors LLC
N/A—8,919-8,919-100%$223.5K———
Advisors Asset Management, Inc.
N/A—8,647-8,647-100%$216.7K———
Keel Point, LLC
N/A—8,643-8,643-100%$216.6K———
Range Advisory, LLC
N/A—8,631-8,631-100%$216.3K———
Inspire Advisors, LLC
N/A—8,586-8,586-100%$215.2K———
Advisory Services Network, LLC
N/A—8,343-8,343-100%$209.1K———
HBK Sorce Advisory LLC
N/A—8,335-8,335-100%$234.0K———
Westfuller Advisors, LLC
N/A—8,320-8,320-100%$208.5K———
Aspen Grove Capital, LLC
N/A—8,259-8,259-100%$207.0K———
Brio Consultants, LLC
N/A—8,192-8,192-100%$205.3K———
Silvercrest Asset Management Group LLC
N/A—7,996-7,996-100%$200.4K———
Lummis Asset Management, LP
N/A—6,784-6,784-100%$187.2K———
WealthCollab, LLC
N/A—6,338-6,338-100%$158.8K———
New Vernon Capital Holdings II LLC
N/A—5,777-5,777-100%$144.8K———
Bessemer Group Inc
N/A—5,671-5,671-100%$142.0K———
Rothschild Investment LLC
N/A—5,306-5,306-100%$133.0K———
Allworth Financial LP
N/A—5,160-5,160-100%$129.3K———
UMB Bank, n.a.
N/A—4,883-4,883-100%$122.4K———
PIN OAK Investment Advisors Inc
N/A—4,518-4,518-100%$113.0K———
Strategic Investment Advisors / MI
N/A—4,419-4,419-100%$110.7K———
Harbour Investments, Inc.
N/A—4,275-4,275-100%$107.1K———
SHP Wealth Management
N/A—2,288-2,288-100%$57.3K———
Bruce G. Allen Investments, LLC
N/A—1,975-1,975-100%$49.5K———
Ramirez Asset Management, Inc.
N/A—1,552-1,552-100%$38.9K———
Wellington Grp LLC
N/A—1,401-1,401-100%$30.3K———
Geneos Wealth Management Inc.
N/A—1,319-1,319-100%$33.1K———
Bogart Wealth, LLC
N/A—1,313-1,313-100%$32.9K———
GW&K Investment Management, LLC
N/A—1,187-1,187-100%$30.0K———
Federation des caisses Desjardins du Quebec
N/A—1,165-1,165-100%$29.2K———
Ancora Advisors LLCA
N/A—936-936-100%$23.5K———
Zions Bancorporation, National Association
N/A—909-909-100%$22.8K———
Continuum Advisory, LLC
N/A—880-880-100%$22.1K———
Atlantic Union Bankshares Corp
N/A—796-796-100%$19.9K———
Operose Advisors LLC
N/A—760-760-100%$19.0K———
TD Capital Management LLC
N/A—748-748-100%$18.7K———
MidFirst Bank
N/A—659-659-100%$16.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—604-604-100%$15.1K———
Strategic Wealth Partners, Ltd.
N/A—562-562-100%$14.1K———
BOK Financial Private Wealth, Inc.
N/A—541-541-100%$13.6K———
Kilter Group LLC
N/A—537-537-100%$13.5K———
Cornerstone Financial Management LLC
N/A—523-523-100%$13.1K———
Fiduciary Financial Advisors
N/A—508-508-100%$12.7K———
Basepoint Wealth LLC
N/A—490-490-100%$12.3K———
LRI Investments, LLC
N/A—453-453-100%$11.3K———
Raffa Wealth Management, LLC
N/A—448-448-100%$11.2K———
Elequin Capital, LP
N/A—387-387-100%$9.7K———
Ameriflex Group, Inc.
N/A—385-385-100%$9.6K———
IMA Advisory Services, Inc.
N/A—383-383-100%$9.6K———
Strive Financial Group,LLC
N/A—372-372-100%$9.3K———
JPL Wealth Management, LLC
N/A—335-335-100%$8.4K———
CVA Family Office, LLC
N/A—325-325-100%$8.1K———
EFG International AG
N/A—322-322-100%$8.1K———
Dunhill Financial, LLC
N/A—288-288-100%$7.2K———
Dogwood Wealth Management LLC
N/A—266-266-100%$6.7K———
Beaird Harris Wealth Management, LLC
N/A—247-247-100%$6.2K———
Synergy Investment Management, LLC
N/A—225-225-100%$5.8K———
Anchor Investment Management, LLC
N/A—211-211-100%$5.3K———
Motco
N/A—207-207-100%$5.2K———
Addison Advisors LLC
N/A—206-206-100%$5.2K———
Colonial Trust Co / SC
N/A—189-189-100%$4.7K———
Godfrey Financial Associates, Inc.
N/A—185-185-100%$4.6K———
Proffitt & Goodson Inc
N/A—182-182-100%$4.6K———
Park Square Financial Group, LLC
N/A—173-173-100%$4.3K———
Smithfield Trust Co
N/A—159-159-100%$4.0K———
Allied Private Wealth LLC
N/A—151-151-100%$3.8K———
Horizon Investments, LLC
N/A—143-143-100%$3.6K———
FWL Investment Management, LLC
N/A—141-141-100%$3.5K———
Private Wealth Asset Management, LLC
N/A—140-140-100%$3.5K———
Aventura Private Wealth, LLC
N/A—122-122-100%$3.1K———
N.E.W. Advisory Services LLC
N/A—117-117-100%$2.9K———
Quent Capital, LLC
N/A—102-102-100%$2.6K———
Highland Investment Advisors LLC
N/A—100-100-100%$2.5K———
Chesapeake Asset Management LLC
N/A—70-70-100%$1.8K———
ST Germain D J Co Inc
N/A—62-62-100%$1.6K———
Marshall Investment Management, LLC
N/A—56-56-100%$1.4K———
Deutsche Bank Ag\
N/A—54-54-100%$1.4K———
NFJ Investment Group, LLC
N/A—52-52-100%$1.3K———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 578 of 578 institutions