IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bank of Montreal (BMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MacKenzie Financial Corp
DECREASED
Shares8,282,281 from 8,547,687
Change-265,406 (-3%)
Value$1.4B (-$758.1M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares6,371,237 from 6,350,903
Change+20,334 (+0%)
Value$1.1B (-$71.3M)
Filed 2026-10-16
CIBC Asset Management Inc
DECREASED
Shares6,343,648 from 6,747,985
Change-404,337 (-6%)
Value$1.1B (-$129.2M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares3,486,505 from 3,659,355
Change-172,850 (-5%)
Value$583.1M (-$63.5M)
Filed 2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED
Shares2,471,372 from 2,695,594
Change-224,222 (-8%)
Value$414.2M (-$62.0M)
Filed 2026-11-04
Cardinal Capital Management, Inc.
DECREASED
Shares983,830 from 999,266
Change-15,436 (-2%)
Value$164.9M (-$11.3M)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares818,789 from 739,895
Change+78,894 (+11%)
Value$136.9M (+$6.2M)
Filed 2026-11-05
Addenda Capital Inc.
DECREASED
Shares534,853 from 625,064
Change-90,211 (-14%)
Value$127.3M (-$29.4M)
Filed 2026-10-13
Intact Investment Management Inc.
DECREASED
Shares419,995 from 626,785
Change-206,790 (-33%)
Value$70.2M (-$40.5M)
Filed 2026-11-03
Pictet Asset Management Holding SA
INCREASED
Shares418,389 from 363,071
Change+55,318 (+15%)
Value$70.1M (+$6.0M)
Filed 2026-11-03
AGF Management LTD
INCREASED
Shares410,361 from 408,424
Change+1,937 (+0%)
Value$68.6M (-$3.6M)
Filed 2026-11-03
Cidel Asset Management Inc
INCREASED
Shares322,015 from 294,015
Change+28,000 (+10%)
Value$54.0M (+$2.0M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares290,094 from 144,747
Change+145,347 (+100%)
Value$49.0M (+$48.9M)
Filed 2026-10-27
Guardian Partners Inc.
DECREASED
Shares288,574 from 303,771
Change-15,197 (-5%)
Value$48.4M (-$5.3M)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares286,921 from 251,308
Change+35,613 (+14%)
Value$48.1M (+$3.7M)
Filed 2026-11-04
Mn Services Vermogensbeheer B.V.
INCREASED
Shares202,413 from 200,613
Change+1,800 (+1%)
Value$33.9M (-$1.5M)
Filed 2026-10-08
Value Partners Investments Inc.
DECREASED
Shares196,965 from 239,642
Change-42,677 (-18%)
Value$33.0M (-$9.2M)
Filed 2026-10-19
Candriam S.C.A.
DECREASED
Shares178,726 from 209,138
Change-30,412 (-15%)
Value$30.1M (-$6.8M)
Filed 2026-11-03
Rempart Asset Management Inc.
UNCHANGED
Shares174,264 from 174,264
Change0 (0%)
Value$30.7M ($0)
Filed 2026-10-20
Cardinal Point Capital Management ULC
DECREASED
Shares171,122 from 175,545
Change-4,423 (-3%)
Value$28.7M (-$2.3M)
Filed 2026-10-21
Triasima Portfolio Management inc.
INCREASED
Shares161,565 from 153,984
Change+7,581 (+5%)
Value$27.1M (-$125.9K)
Filed 2026-10-15
Montrusco Bolton Investments Inc.
DECREASED
Shares143,429 from 171,898
Change-28,469 (-17%)
Value$24.0M (-$6.3M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
DECREASED
Shares131,520 from 144,235
Change-12,715 (-9%)
Value$22.0M (-$3.4M)
Filed 2026-11-03
Canerector Inc
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$21.0M (-$1.1M)
Filed 2026-10-13
SEB Asset Management AB
DECREASED
Shares123,475 from 124,839
Change-1,364 (-1%)
Value$20.7M (-$1.4M)
Filed 2026-11-04
Genus Capital Management Inc.
DECREASED
Shares114,531 from 146,609
Change-32,078 (-22%)
Value$19.2M (-$6.7M)
Filed 2026-11-04
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares114,476 from 63,670
Change+50,806 (+80%)
Value$27.3M (+$11.3M)
Filed 2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares111,582 from 114,582
Change-3,000 (-3%)
Value$18.7M (-$1.5M)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares106,311 from 105,819
Change+492 (+0%)
Value$17.8M (-$906.6K)
Filed 2026-10-16
Maryland State Retirement & Pension System
DECREASED
Shares106,216 from 108,177
Change-1,961 (-2%)
Value$17.8M (-$1.3M)
Filed 2026-11-05
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares102,044 from 101,991
Change+53 (+0%)
Value$17.1M (-$955.6K)
Filed 2026-10-23
Achmea Investment Management B.V.
NEW
Shares98,933
Change+98,933
Value$16.6M
Filed 2026-10-30
American Assets Investment Management, LLC
UNCHANGED
Shares96,000 from 96,000
Change0 (0%)
Value$16.1M (-$907.2K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares86,217 from 82,828
Change+3,389 (+4%)
Value$14.4M (-$216.0K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares80,186 from 80,186
Change0 (0%)
Value$13.4M (-$757.8K)
Filed 2026-10-21
Generali Asset Management SPA SGR
DECREASED
Shares74,937 from 107,097
Change-32,160 (-30%)
Value$17.8M (-$9.0M)
Filed 2026-10-26
Avanza Fonder AB
INCREASED
Shares60,714 from 51,462
Change+9,252 (+18%)
Value$14.4M (+$1.5M)
Filed 2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED
Shares53,746 from 53,746
Change0 (0%)
Value$9.0M (-$504.0K)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares47,508 from 49,163
Change-1,655 (-3%)
Value$7.9M (-$741.4K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares47,495 from 47,028
Change+467 (+1%)
Value$8.0M (-$349.0K)
Filed 2026-11-05
NBT Bank, N.A.
DECREASED
Shares45,418 from 46,083
Change-665 (-1%)
Value$7.6M (-$546.7K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
INCREASED
Shares44,960 from 42,938
Change+2,022 (+5%)
Value$7.5M (-$34.2K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares44,083 from 44,397
Change-314 (-1%)
Value$7.1M (-$861.2K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares35,145 from 35,123
Change+22 (+0%)
Value$5.9M (-$328.2K)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares30,199 from 27,281
Change+2,918 (+11%)
Value$5.1M (+$230.2K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares26,014 from 25,191
Change+823 (+3%)
Value$4.4M (-$100.4K)
Filed 2026-11-05
Plato Investment Management Ltd
DECREASED
Shares24,214 from 26,449
Change-2,235 (-8%)
Value$4.1M (-$570.9K)
Filed 2026-11-05
UniSuper Management Pty Ltd
INCREASED
Shares24,134 from 18,534
Change+5,600 (+30%)
Value$5.7M (+$1.1M)
Filed 2026-10-26
Gold Investment Management Ltd.
INCREASED
Shares23,422 from 23,260
Change+162 (+1%)
Value$3.9M (-$192.9K)
Filed 2026-10-19
Vise Technologies, Inc.
NEW
Shares23,372
Change+23,372
Value$3.9M
Filed 2026-10-29
ASR Vermogensbeheer N.V.
INCREASED
Shares22,901 from 22,522
Change+379 (+2%)
Value$3.8M (-$140.7K)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares22,838 from 24,280
Change-1,442 (-6%)
Value$3.8M (-$470.6K)
Filed 2026-10-20
Quadrant Capital Group LLC
DECREASED
Shares22,571 from 22,781
Change-210 (-1%)
Value$3.7M (-$294.9K)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares22,055 from 22,055
Change0 (0%)
Value$3.7M (-$208.4K)
Filed 2026-10-14
Assenagon Asset Management S.A.
DECREASED
Shares21,642 from 21,816
Change-174 (-1%)
Value$3.6M (-$227.0K)
Filed 2026-10-15
Imc-Chicago, LLC
NEW
Shares21,151
Change+21,151
Value$3.5M
Filed 2026-11-05
Burkett Asset Management Ltd
DECREASED
Shares20,836 from 21,430
Change-594 (-3%)
Value$3.5M (-$285.6K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares20,716 from 19,427
Change+1,289 (+7%)
Value$3.5M (+$31.9K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares20,383 from 19,637
Change+746 (+4%)
Value$3.4M (-$60.7K)
Filed 2026-11-02
Naples Global Advisors, LLC
DECREASED
Shares17,205 from 17,310
Change-105 (-1%)
Value$2.9M (-$181.1K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares13,177 from 12,930
Change+247 (+2%)
Value$2.2M (-$80.9K)
Filed 2026-10-23
Curbstone Financial Management Corp
DECREASED
Shares12,764 from 12,984
Change-220 (-2%)
Value$2.1M (-$159.5K)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares12,696 from 12,873
Change-177 (-1%)
Value$2.1M (-$151.2K)
Filed 2026-10-23
Cigna Investments Inc
DECREASED
Shares12,272 from 12,663
Change-391 (-3%)
Value$2.1M (-$180.0K)
Filed 2026-10-19
First Bank & Trust
DECREASED
Shares12,198 from 14,338
Change-2,140 (-15%)
Value$2.0M (-$493.4K)
Filed 2026-10-19
Union Bancaire Privee, UBP SA
DECREASED
Shares12,085 from 15,101
Change-3,016 (-20%)
Value$2.1M (-$574.3K)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares12,017 from 12,830
Change-813 (-6%)
Value$2.0M (-$257.2K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares12,000 from 32,000
Change-20,000 (-62%)
Value$2.0M (-$3.6M)
Filed 2026-10-20
Turn8 Private Wealth Inc.
INCREASED
Shares11,392 from 11,300
Change+92 (+1%)
Value$1.9M (-$88.6K)
Filed 2026-11-05
Probity Advisors, Inc.
DECREASED
Shares10,934 from 11,095
Change-161 (-1%)
Value$1.8M (-$131.8K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares10,927 from 14,067
Change-3,140 (-22%)
Value$1.8M (-$658.0K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,821 from 10,732
Change+89 (+1%)
Value$1.8M (-$86.0K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares10,170 from 10,791
Change-621 (-6%)
Value$1.7M (-$205.8K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares10,123
Change+10,123
Value$1.7M
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares9,929 from 10,317
Change-388 (-4%)
Value$1.7M (-$162.3K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares9,333 from 11,824
Change-2,491 (-21%)
Value$1.6M (-$528.4K)
Filed 2026-10-21
Silver Lake Advisory, LLC
DECREASED
Shares9,310 from 17,444
Change-8,134 (-47%)
Value$1.6M (-$1.5M)
Filed 2026-10-22
First American Bank
UNCHANGED
Shares9,297 from 9,297
Change0 (0%)
Value$1.6M (-$87.9K)
Filed 2026-10-27
Associated Banc-Corp
INCREASED
Shares8,834 from 8,715
Change+119 (+1%)
Value$1.5M (-$62.5K)
Filed 2026-10-30
Abacus Wealth Partners, LLC
DECREASED
Shares8,334 from 8,621
Change-287 (-3%)
Value$1.4M (-$129.4K)
Filed 2026-11-03
State of Wyoming
INCREASED
Shares7,680 from 7,660
Change+20 (+0%)
Value$1.3M (-$66.1K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares7,425 from 7,448
Change-23 (0%)
Value$1.2M (-$74.2K)
Filed 2026-10-28
Louisbourg Investments Inc.
DECREASED
Shares7,122 from 8,422
Change-1,300 (-15%)
Value$1.2M (-$291.1K)
Filed 2026-10-20
Frank, Rimerman Advisors LLC
DECREASED
Shares6,698 from 6,702
Change-4 (0%)
Value$1.1M (-$64.0K)
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares6,692 from 6,692
Change0 (0%)
Value$1.1M (-$63.2K)
Filed 2026-10-21
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares6,625 from 6,625
Change0 (0%)
Value$1.1M (-$62.6K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares6,012 from 5,712
Change+300 (+5%)
Value$1.0M (-$3.8K)
Filed 2026-10-08
Viewpoint Investment Partners Corp
DECREASED
Shares5,934 from 6,534
Change-600 (-9%)
Value$990.7K (-$158.4K)
Filed 2026-10-26
Parrish Capital LLC
DECREASED
Shares5,863 from 6,121
Change-258 (-4%)
Value$980.6K (-$101.0K)
Filed 2026-10-01
Oppenheimer & Co Inc
INCREASED
Shares5,794 from 3,890
Change+1,904 (+49%)
Value$969.0K (+$281.7K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
DECREASED
Shares5,759 from 5,855
Change-96 (-2%)
Value$963.2K (-$71.4K)
Filed 2026-10-28
Busey Bank
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$936.6K (-$52.9K)
Filed 2026-10-26
CenterBook Partners LP
NEW
Shares5,478
Change+5,478
Value$916.2K
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares5,023 from 4,762
Change+261 (+5%)
Value$840.1K (-$1.3K)
Filed 2026-10-27
Legacy Wealth Asset Management, LLC
DECREASED
Shares4,957 from 4,958
Change-1 (0%)
Value$829.1K (-$47.0K)
Filed 2026-10-09
Midwest Trust Co
INCREASED
Shares4,742 from 4,607
Change+135 (+3%)
Value$793.1K (-$21.0K)
Filed 2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED
Shares4,710 from 4,810
Change-100 (-2%)
Value$787.7K (-$62.2K)
Filed 2026-10-13
Landaas & Co
UNCHANGED
Shares4,639 from 4,639
Change0 (0%)
Value$775.8K (-$43.8K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares4,576 from 4,512
Change+64 (+1%)
Value$765.4K (-$31.8K)
Filed 2026-10-30
Obsidian CIO, LLC
DECREASED
Shares4,475 from 5,163
Change-688 (-13%)
Value$748.4K (-$163.9K)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares4,453 from 4,453
Change0 (0%)
Value$744.8K (-$42.1K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares4,425 from 4,241
Change+184 (+4%)
Value$740.1K (-$9.3K)
Filed 2026-10-02
Boltwood Capital Management
INCREASED
Shares4,425 from 4,400
Change+25 (+1%)
Value$740.1K (-$37.4K)
Filed 2026-10-02
Biltmore Family Office, LLC
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$729.2K (-$41.2K)
Filed 2026-11-03
PDS Planning, Inc
UNCHANGED
Shares4,284 from 4,284
Change0 (0%)
Value$716.5K (-$40.5K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares4,238 from 4,238
Change0 (0%)
Value$708.8K (-$40.1K)
Filed 2026-10-05
Brighton Jones LLC
DECREASED
Shares4,086 from 4,167
Change-81 (-2%)
Value$683.3K (-$52.9K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares4,002 from 4,190
Change-188 (-4%)
Value$669.3K (-$71.0K)
Filed 2026-10-23
Avant Financial Advisors LLC
DECREASED
Shares3,980 from 4,160
Change-180 (-4%)
Value$665.7K (-$69.4K)
Filed 2026-11-02
Vaughan & Co Securities, Inc.
DECREASED
Shares3,968 from 4,990
Change-1,022 (-20%)
Value$663.6K (-$218.1K)
Filed 2026-10-23
Certuity, LLC
UNCHANGED
Shares3,936 from 3,936
Change0 (0%)
Value$658.3K (-$37.2K)
Filed 2026-11-02
Watershed Private Wealth LLC
DECREASED
Shares3,900 from 4,000
Change-100 (-2%)
Value$652.3K (-$54.5K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares3,845 from 3,814
Change+31 (+1%)
Value$643.1K (-$30.9K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED
Shares3,839 from 3,839
Change0 (0%)
Value$642.1K (-$36.3K)
Filed 2026-10-21
Silverlake Wealth Management LLC
DECREASED
Shares3,817 from 3,875
Change-58 (-1%)
Value$638.5K (-$46.2K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares3,768 from 3,310
Change+458 (+14%)
Value$630.2K (+$45.3K)
Filed 2026-10-21
Pacifica Partners Inc.
DECREASED
Shares3,655 from 4,275
Change-620 (-14%)
Value$604.2K (-$138.9K)
Filed 2026-10-09
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$600.4K (-$33.9K)
Filed 2026-10-14
Quilter Plc
DECREASED
Shares3,560 from 3,710
Change-150 (-4%)
Value$847.2K (-$82.8K)
Filed 2026-10-21
Financial & Tax Architects, LLC
NEW
Shares3,553
Change+3,553
Value$594.2K
Filed 2026-10-15
Baskin Financial Services Inc.
DECREASED
Shares3,501 from 4,967
Change-1,466 (-30%)
Value$585.0K (-$292.0K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares3,483 from 2,411
Change+1,072 (+44%)
Value$582.4K (+$156.4K)
Filed 2026-11-05
Avalon Capital Management
UNCHANGED
Shares3,425 from 3,425
Change0 (0%)
Value$572.8K (-$32.4K)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares3,380 from 3,201
Change+179 (+6%)
Value$565.3K (-$312)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares3,302 from 3,172
Change+130 (+4%)
Value$552.3K (-$8.2K)
Filed 2026-10-23
Old National Bancorp
DECREASED
Shares3,297 from 3,380
Change-83 (-2%)
Value$551.4K (-$45.8K)
Filed 2026-10-20
Annex Advisory Services, LLC
DECREASED
Shares3,281 from 3,836
Change-555 (-14%)
Value$548.7K (-$129.2K)
Filed 2026-10-16
Rockland Trust Co
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$542.4K (-$30.6K)
Filed 2026-10-05
EverSource Wealth Advisors, LLC
INCREASED
Shares3,191 from 3,145
Change+46 (+1%)
Value$533.8K (-$22.0K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares3,136 from 3,168
Change-32 (-1%)
Value$536.7K (-$23.1K)
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares3,040 from 3,033
Change+7 (+0%)
Value$508.0K (-$28.0K)
Filed 2026-10-22
Five Oceans Advisors
UNCHANGED
Shares2,938 from 2,938
Change0 (0%)
Value$491.4K (-$27.8K)
Filed 2026-10-22
Magnus Financial Group LLC
DECREASED
Shares2,925 from 3,035
Change-110 (-4%)
Value$489.2K (-$47.1K)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares2,879 from 2,890
Change-11 (0%)
Value$481.6K (-$29.1K)
Filed 2026-10-30
First Business Financial Services, Inc.
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$465.8K (-$26.3K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,732 from 2,732
Change0 (0%)
Value$456.9K (-$25.8K)
Filed 2026-11-02
First Merchants Corp
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$454.3K (-$25.7K)
Filed 2026-10-15
Isthmus Partners, LLC
DECREASED
Shares2,496 from 2,671
Change-175 (-7%)
Value$417.5K (-$54.5K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares2,483 from 2,708
Change-225 (-8%)
Value$415.3K (-$63.3K)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$405.6K (-$22.9K)
Filed 2026-10-27
Gill Capital Partners, LLC
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$403.4K (-$22.8K)
Filed 2026-10-13
GAM Holding AG
DECREASED
Shares2,400 from 2,600
Change-200 (-8%)
Value$402.3K (-$57.1K)
Filed 2026-11-03
Saxony Capital Management, LLC
INCREASED
Shares2,386 from 1,975
Change+411 (+21%)
Value$399.1K (+$50.1K)
Filed 2026-10-15
Larry Mathis Financial Planning, LLC
DECREASED
Shares2,330 from 2,449
Change-119 (-5%)
Value$389.7K (-$43.0K)
Filed 2026-10-26
Patten & Patten Inc
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$389.4K (-$22.0K)
Filed 2026-10-26
Park National Corp
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$388.9K (-$22.0K)
Filed 2026-10-05
Aprio Wealth Management, LLC
DECREASED
Shares2,319 from 2,352
Change-33 (-1%)
Value$387.9K (-$27.7K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares2,317 from 2,223
Change+94 (+4%)
Value$387.5K (-$5.3K)
Filed 2026-10-08
Sagespring Wealth Partners, LLC
INCREASED
Shares2,298 from 2,201
Change+97 (+4%)
Value$384.4K (-$4.5K)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares2,292 from 2,400
Change-108 (-4%)
Value$383.3K (-$40.7K)
Filed 2026-10-22
Shade Tree Advisors LLC
NEW
Shares2,225
Change+2,225
Value$372.1K
Filed 2026-10-22
WoodTrust Financial Corp
UNCHANGED
Shares2,189 from 2,189
Change0 (0%)
Value$366.0K (-$21.0K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares2,177 from 2,026
Change+151 (+7%)
Value$364.1K (+$6.1K)
Filed 2026-11-05
Studio Investment Management LLC
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$363.8K (-$20.6K)
Filed 2026-10-22
Income Insurance Ltd
UNCHANGED
Shares2,132 from 2,132
Change0 (0%)
Value$357.4K (-$19.3K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares2,087 from 2,080
Change+7 (+0%)
Value$349.0K (-$18.5K)
Filed 2026-11-05
Nilsine Partners, LLC
DECREASED
Shares2,069 from 2,198
Change-129 (-6%)
Value$346.0K (-$42.3K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares2,036
Change+2,036
Value$340.6K
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares2,033 from 2,009
Change+24 (+1%)
Value$347.9K (-$11.1K)
Filed 2026-11-03
Summit Global Investments
DECREASED
Shares1,975 from 3,035
Change-1,060 (-35%)
Value$330.0K (-$206.0K)
Filed 2026-10-28
ERn Financial, LLC
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$329.7K (-$18.6K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares1,967 from 1,887
Change+80 (+4%)
Value$329.0K (-$4.0K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares1,953 from 1,763
Change+190 (+11%)
Value$326.6K (+$15.1K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares1,931 from 1,767
Change+164 (+9%)
Value$323.0K (+$10.7K)
Filed 2026-10-13
MSH Capital Advisors LLC
UNCHANGED
Shares1,877 from 1,877
Change0 (0%)
Value$313.9K (-$17.7K)
Filed 2026-11-03
Buckhead Capital Management LLC
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$298.4K (-$16.9K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,779 from 1,426
Change+353 (+25%)
Value$297.5K (+$45.6K)
Filed 2026-10-27
ARQ Wealth Advisors, LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$296.9K (-$21.0K)
Filed 2026-10-29
Schmidt P J Investment Management Inc
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$296.5K (-$16.8K)
Filed 2026-11-02
Code Waechter LLC
DECREASED
Shares1,772 from 3,025
Change-1,253 (-41%)
Value$296.4K (-$238.2K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares1,752 from 1,690
Change+62 (+4%)
Value$293.0K (-$5.6K)
Filed 2026-10-13
Cromwell Holdings LLC
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$290.8K (-$16.4K)
Filed 2026-10-28
Krane Financial Solutions LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$290.7K (-$16.4K)
Filed 2026-10-30
Affinity Capital Advisors, LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$278.0K (-$23.1K)
Filed 2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$285.0K (-$15.4K)
Filed 2026-10-15
SkyOak Wealth, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$284.3K (-$16.1K)
Filed 2026-10-28
55 North Private Wealth, LLC
INCREASED
Shares1,629 from 1,531
Change+98 (+6%)
Value$272.5K (+$1.9K)
Filed 2026-10-20
Altfest L J & Co Inc
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$270.9K (-$15.3K)
Filed 2026-10-27
Trust Investment Advisors
INCREASED
Shares1,606 from 1,598
Change+8 (+1%)
Value$268.7K (-$13.7K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
DECREASED
Shares1,604 from 3,043
Change-1,439 (-47%)
Value$271.3K (-$266.2K)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares1,588 from 1,367
Change+221 (+16%)
Value$265.6K (+$24.0K)
Filed 2026-10-19
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$263.4K (-$14.9K)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares1,536 from 1,361
Change+175 (+13%)
Value$256.9K (+$16.4K)
Filed 2026-10-09
KOM Wealth Management Group, LLC
INCREASED
Shares1,533 from 1,528
Change+5 (+0%)
Value$256.4K (-$13.6K)
Filed 2026-10-15
Greenwood Gearhart LLC
DECREASED
Shares1,500 from 1,912
Change-412 (-22%)
Value$250.9K (-$87.0K)
Filed 2026-11-02
Yousif Capital Management, LLC
INCREASED
Shares1,474 from 1,299
Change+175 (+13%)
Value$246.5K (+$17.0K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares1,441 from 1,342
Change+99 (+7%)
Value$241.0K (+$3.9K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares1,425 from 1,243
Change+182 (+15%)
Value$238.3K (+$18.7K)
Filed 2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$238.2K (-$13.5K)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares1,413 from 25,229
Change-23,816 (-94%)
Value$346.3K (-$5.7M)
Filed 2026-10-29
Citizens Financial Group Inc
INCREASED
Shares1,399 from 1,375
Change+24 (+2%)
Value$234.0K (-$9.0K)
Filed 2026-10-23
Bahl & Gaynor LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$231.6K (-$13.1K)
Filed 2026-11-05
Brucke Financial, Inc.
INCREASED
Shares1,380 from 1,169
Change+211 (+18%)
Value$230.8K (+$24.2K)
Filed 2026-10-23
KPP Advisory Services LLC
DECREASED
Shares1,357 from 1,476
Change-119 (-8%)
Value$227.0K (-$33.9K)
Filed 2026-10-26
Goldstein Advisors, LLC
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$225.5K (-$12.7K)
Filed 2026-10-15
Lido Advisors, LLC
NEW
Shares1,346
Change+1,346
Value$225.3K
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$218.3K (-$12.3K)
Filed 2026-10-22
Form Wealth Advisors, LLC
DECREASED
Shares1,300 from 1,362
Change-62 (-5%)
Value$217.4K (-$23.2K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares1,299 from 1,623
Change-324 (-20%)
Value$217.3K (-$69.5K)
Filed 2026-10-19
Greenleaf Trust
DECREASED
Shares1,270 from 1,471
Change-201 (-14%)
Value$212.4K (-$47.5K)
Filed 2026-10-29
Compass Wealth Management LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$207.4K (-$11.7K)
Filed 2026-10-22
Canoe Financial LP
DECREASED
Shares1,235 from 1,336
Change-101 (-8%)
Value$205.5K (-$30.4K)
Filed 2026-10-21
Leelyn Smith, LLC
NEW
Shares1,233
Change+1,233
Value$206.2K
Filed 2026-11-03
Braun-Bostich & Associates Inc.
DECREASED
Shares1,224 from 1,308
Change-84 (-6%)
Value$204.7K (-$26.4K)
Filed 2026-10-20
Applied Capital LLC
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$203.2K (-$11.5K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED
Shares1,207 from 1,206
Change+1 (+0%)
Value$201.9K (-$11.2K)
Filed 2026-10-23
Carter Financial Group, Inc.
INCREASED
Shares1,201 from 1,135
Change+66 (+6%)
Value$200.9K (+$313)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$200.7K (-$11.3K)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares1,170 from 1,300
Change-130 (-10%)
Value$196.1K (-$33.6K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares1,099 from 471
Change+628 (+133%)
Value$183.8K (+$100.6K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$167.0K (-$10.0K)
Filed 2026-10-16
Tompkins Financial Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$167.3K (-$9.5K)
Filed 2026-10-05
Gamma Investing LLC
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$124.1K (-$7.0K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$123.1K (-$7.0K)
Filed 2026-10-23
Rydar Equities, Inc.
NEW
Shares725
Change+725
Value$117.2K
Filed 2026-10-13
Grove Bank & Trust
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$118.7K (-$6.7K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares702 from 970
Change-268 (-28%)
Value$117.4K (-$54.0K)
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$117.1K (-$6.6K)
Filed 2026-10-05
Trust Co of Vermont
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$108.9K (-$6.2K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares571 from 596
Change-25 (-4%)
Value$95.5K (-$9.8K)
Filed 2026-10-05
CX Institutional
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$93 (-$97.9K)
Filed 2026-10-02
Caldwell Trust Co
DECREASED
Shares500 from 1,500
Change-1,000 (-67%)
Value$83.6K (-$181.4K)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$83.6K (-$4.7K)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$83.0K (-$4.7K)
Filed 2026-10-05
Bayban
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$86.4K ($0)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$78.1K (-$4.4K)
Filed 2026-11-02
Retirement Wealth Solutions LLC
DECREASED
Shares466 from 487
Change-21 (-4%)
Value$77.9K (-$8.1K)
Filed 2026-10-07
Jnba Financial Advisors
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$76.4K (-$4.3K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares415 from 347
Change+68 (+20%)
Value$69.4K (+$8.1K)
Filed 2026-11-05
Vision Financial Markets LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$66.5K (-$4.3K)
Filed 2026-10-22
Pathway Financial Advisers, LLC
NEW
Shares354
Change+354
Value$59.2K
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$59.0K (-$3.3K)
Filed 2026-10-23
Fulcrum Asset Management LLP
NEW
Shares338
Change+338
Value$56.5K
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares314 from 297
Change+17 (+6%)
Value$52.5K (+$37)
Filed 2026-10-13
KFG LLC
NEW
Shares308
Change+308
Value$51.5K
Filed 2026-11-02
Thompson Investment Management, Inc.
DECREASED
Shares300 from 354
Change-54 (-15%)
Value$50.2K (-$12.4K)
Filed 2026-10-14
Cdkv Holdings LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$50.2K (-$2.8K)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$45.7K (-$2.6K)
Filed 2026-10-16
Financial Management Professionals, Inc.
INCREASED
Shares265 from 260
Change+5 (+2%)
Value$44.3K (-$1.6K)
Filed 2026-10-23
Bank & Trust Co
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$44.0K (-$2.5K)
Filed 2026-10-07
Nisa Investment Advisors, LLC
INCREASED
Shares254 from 233
Change+21 (+9%)
Value$42.5K (+$1.3K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$42.5K (-$2.4K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$32.3K (-$1.8K)
Filed 2026-10-09
Bare Financial Services, Inc
INCREASED
Shares192 from 163
Change+29 (+18%)
Value$32.1K (+$3.3K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares173 from 207
Change-34 (-16%)
Value$28.9K (-$7.6K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares145
Change+145
Value$24.3K
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares140 from 133
Change+7 (+5%)
Value$23.4K (-$85)
Filed 2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$22.1K (-$1.2K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$21.7K (-$1.2K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$20.9K (-$1.2K)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares114
Change+114
Value$19
Filed 2026-10-02
Montag A & Associates Inc
NEW
Shares114
Change+114
Value$19.1K
Filed 2026-10-29
Sfam, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$18.4K (-$1.0K)
Filed 2026-11-03
Essential Partners LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$18.2K (-$1.0K)
Filed 2026-10-14
Western Pacific Wealth Management, LP
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$17.1K (-$963)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$16.9K (-$861)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares100 from 65
Change+35 (+54%)
Value$16.7K (+$5.2K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.7K (-$945)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares95 from 107
Change-12 (-11%)
Value$15.9K (-$3.0K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares94
Change+94
Value$15.7K
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares94 from 88
Change+6 (+7%)
Value$15.7K (+$172)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares87 from 80
Change+7 (+9%)
Value$14.6K (+$415)
Filed 2026-10-23
Compass Financial Management LLC
NEW
Shares84
Change+84
Value$14.0K
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares82 from 85
Change-3 (-4%)
Value$13.7K (-$1.3K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$13.2K (-$747)
Filed 2026-10-07
GHP Investment Advisors, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$13.2K (-$747)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares72 from 66
Change+6 (+9%)
Value$12.0K (+$379)
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$11.9K (-$671)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$11.6K (-$770)
Filed 2026-11-02
Country Trust Bank
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$10.4K (-$585)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$10.2K (-$577)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.4K (-$472)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$8.2K (-$417)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares46 from 652
Change-606 (-93%)
Value$7.7K (-$107.5K)
Filed 2026-10-29
SJS Investment Consulting Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$7.2K (-$407)
Filed 2026-10-26
Ascentis Wealth Management, LLC
NEW
Shares42
Change+42
Value$7.0K
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares36
Change+36
Value$6.0K
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$5.4K (-$303)
Filed 2026-10-29
Mather Group, Llc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$5.2K (-$293)
Filed 2026-10-14
Valley National Advisers Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.3K (-$246)
Filed 2026-10-23
Hughes Financial Services, LLC
NEW
Shares25
Change+25
Value$4.4K
Filed 2026-10-30
Steph & Co
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.2K (-$237)
Filed 2026-10-07
Parkside Financial Bank & Trust
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.8K (-$218)
Filed 2026-10-27
Bell Investment Advisors, Inc
DECREASED
Shares18 from 23
Change-5 (-22%)
Value$3.0K (-$1.1K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
INCREASED
Shares17 from 11
Change+6 (+55%)
Value$2.8K (+$899)
Filed 2026-10-28
CoreCap Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$115)
Filed 2026-10-08
Leonteq Securities AG
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$113)
Filed 2026-10-29
Noble Wealth Management PBC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$113)
Filed 2026-10-01
Creative Financial Designs Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.0K (-$56)
Filed 2026-11-04
Raleigh Capital Management Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.1K (-$53)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$670 (+$316)
Filed 2026-10-14
RMG Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$340 (-$27)
Filed 2026-10-26
High Note Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$167 (-$10)
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$159 (-$8)
Filed 2026-10-28
Jcic Asset Management Inc.
CLOSED
Shares0 from 61,364
Change-61,364 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 7,492
Change-7,492 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Ignite Planners, LLC
CLOSED
Shares0 from 4,838
Change-4,838 (-100%)
Value$0 (-$854.7K)
Filed 2026-10-14
Fulton Bank, N.A.
CLOSED
Shares0 from 2,952
Change-2,952 (-100%)
Value$0 (-$521.6K)
Filed 2026-10-14
Townsend & Associates, Inc
CLOSED
Shares0 from 2,225
Change-2,225 (-100%)
Value$0 (-$396.1K)
Filed 2026-10-23
Brookstone Capital Management
CLOSED
Shares0 from 1,672
Change-1,672 (-100%)
Value$0 (-$295.4K)
Filed 2026-10-22
StoneX Group Inc.
CLOSED
Shares0 from 1,340
Change-1,340 (-100%)
Value$0 (-$224.6K)
Filed 2026-11-03
Keudell ison Wealth Management
CLOSED
Shares0 from 1,283
Change-1,283 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-16
Davenport & Co LLC
CLOSED
Shares0 from 1,191
Change-1,191 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-14
Oarsman Capital, Inc.
CLOSED
Shares0 from 1,178
Change-1,178 (-100%)
Value$0 (-$208.2K)
Filed 2026-11-05
Mission Wealth Management, LP
CLOSED
Shares0 from 1,165
Change-1,165 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-15
Manske Wealth Management
CLOSED
Shares0 from 1,160
Change-1,160 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-26
Apella Capital, LLC
CLOSED
Shares0 from 1,153
Change-1,153 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-08
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-09
Bayforest Capital Ltd
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$86.6K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$24.0K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-28
Private Trust Co NA
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-23
Royal Bank of Canada
N/A
Shares— from 52,167,653
Change-52,167,653 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,128,121
Change-28,128,121 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 20,475,602
Change-20,475,602 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 15,233,725
Change-15,233,725 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,410,915
Change-12,410,915 (-100%)
Value—
FIL Ltd
N/A
Shares— from 12,329,093
Change-12,329,093 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10,405,423
Change-10,405,423 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,527,449
Change-9,527,449 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 9,303,809
Change-9,303,809 (-100%)
Value—
Norges Bank
N/A
Shares— from 8,796,707
Change-8,796,707 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 7,973,622
Change-7,973,622 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 7,256,202
Change-7,256,202 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 6,264,886
Change-6,264,886 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5,632,710
Change-5,632,710 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,426,252
Change-5,426,252 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 5,419,567
Change-5,419,567 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 5,205,604
Change-5,205,604 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,212,134
Change-4,212,134 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 4,174,425
Change-4,174,425 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 3,839,476
Change-3,839,476 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,374,200
Change-3,374,200 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,334,549
Change-3,334,549 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 3,214,287
Change-3,214,287 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,145,509
Change-3,145,509 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,902,505
Change-2,902,505 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,545,917
Change-2,545,917 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,361,978
Change-2,361,978 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,080,308
Change-2,080,308 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,600,956
Change-1,600,956 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,469,398
Change-1,469,398 (-100%)
Value—
Letko, Brosseau & Associates Inc
N/A
Shares— from 1,426,775
Change-1,426,775 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,334,415
Change-1,334,415 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,300,991
Change-1,300,991 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 1,271,498
Change-1,271,498 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 1,259,908
Change-1,259,908 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,230,715
Change-1,230,715 (-100%)
Value—
Amundi
N/A
Shares— from 1,215,809
Change-1,215,809 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,203,872
Change-1,203,872 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,197,679
Change-1,197,679 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,177,353
Change-1,177,353 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,153,825
Change-1,153,825 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,084,437
Change-1,084,437 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 991,466
Change-991,466 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 973,584
Change-973,584 (-100%)
Value—
UBS Group AG
N/A
Shares— from 953,638
Change-953,638 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 945,606
Change-945,606 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 810,135
Change-810,135 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 642,300
Change-642,300 (-100%)
Value—
Aviva PLC
N/A
Shares— from 630,423
Change-630,423 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 622,130
Change-622,130 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 614,927
Change-614,927 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 588,633
Change-588,633 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 560,484
Change-560,484 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 526,771
Change-526,771 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 511,838
Change-511,838 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 508,694
Change-508,694 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 469,429
Change-469,429 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 460,739
Change-460,739 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 452,310
Change-452,310 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 449,680
Change-449,680 (-100%)
Value—
Scheer, Rowlett & Associates Investment Management Ltd.
N/A
Shares— from 447,594
Change-447,594 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 446,227
Change-446,227 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 430,916
Change-430,916 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 409,037
Change-409,037 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 403,848
Change-403,848 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 367,582
Change-367,582 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 360,775
Change-360,775 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 355,662
Change-355,662 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 351,288
Change-351,288 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 349,582
Change-349,582 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 299,232
Change-299,232 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 289,001
Change-289,001 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 287,700
Change-287,700 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 257,802
Change-257,802 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 241,553
Change-241,553 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 209,653
Change-209,653 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 205,963
Change-205,963 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 204,697
Change-204,697 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 200,024
Change-200,024 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 194,600
Change-194,600 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 183,475
Change-183,475 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 163,965
Change-163,965 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 159,553
Change-159,553 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 150,735
Change-150,735 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 142,629
Change-142,629 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 136,542
Change-136,542 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 136,000
Change-136,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 128,515
Change-128,515 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 127,638
Change-127,638 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 120,054
Change-120,054 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 114,689
Change-114,689 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 106,906
Change-106,906 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 104,112
Change-104,112 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 96,884
Change-96,884 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 90,897
Change-90,897 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 88,680
Change-88,680 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 86,196
Change-86,196 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 81,746
Change-81,746 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 81,418
Change-81,418 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 78,109
Change-78,109 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 74,034
Change-74,034 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 70,520
Change-70,520 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 67,472
Change-67,472 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 67,031
Change-67,031 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 64,496
Change-64,496 (-100%)
Value—
Man Group plc
N/A
Shares— from 62,678
Change-62,678 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 61,227
Change-61,227 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 59,739
Change-59,739 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 58,018
Change-58,018 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 58,015
Change-58,015 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 56,745
Change-56,745 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 55,038
Change-55,038 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,126
Change-53,126 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 52,280
Change-52,280 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 52,000
Change-52,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 51,069
Change-51,069 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 49,980
Change-49,980 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 48,961
Change-48,961 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 48,739
Change-48,739 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 46,780
Change-46,780 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 46,708
Change-46,708 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 45,113
Change-45,113 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 43,080
Change-43,080 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 42,505
Change-42,505 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 41,854
Change-41,854 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 41,636
Change-41,636 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 39,034
Change-39,034 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 39,021
Change-39,021 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 38,479
Change-38,479 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,982
Change-36,982 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,484
Change-35,484 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 34,938
Change-34,938 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,551
Change-33,551 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 32,577
Change-32,577 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 29,917
Change-29,917 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,045
Change-29,045 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 27,959
Change-27,959 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 26,929
Change-26,929 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 26,886
Change-26,886 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 26,537
Change-26,537 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 26,524
Change-26,524 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,266
Change-26,266 (-100%)
Value—
Capital World Investors
N/A
Shares— from 26,072
Change-26,072 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 25,214
Change-25,214 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 24,489
Change-24,489 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,415
Change-23,415 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 22,907
Change-22,907 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,646
Change-22,646 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,179
Change-22,179 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,292
Change-21,292 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 19,189
Change-19,189 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 18,941
Change-18,941 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 18,316
Change-18,316 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,209
Change-17,209 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 15,749
Change-15,749 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 15,576
Change-15,576 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 15,464
Change-15,464 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 14,595
Change-14,595 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,446
Change-14,446 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,824
Change-13,824 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,329
Change-13,329 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,066
Change-13,066 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,921
Change-12,921 (-100%)
Value—
Natixis
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
State Street Corp
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 9,864
Change-9,864 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,265
Change-9,265 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,644
Change-8,644 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 8,605
Change-8,605 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,810
Change-7,810 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,549
Change-7,549 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 7,333
Change-7,333 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,907
Change-5,907 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
&partners
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Ossiam
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 930
Change-930 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 913
Change-913 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 837
Change-837 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 836
Change-836 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 762
Change-762 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 552
Change-552 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Corient IA LP
N/A
Shares— from 490
Change-490 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 442
Change-442 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 354
Change-354 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 278
Change-278 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 40
Change-40 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10
Change-10 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
MacKenzie Financial Corp
DECREASED8,282,2818,547,687-265,406-3%$2.1B$1.4B-$758.1M2026-11-02
TD Waterhouse Canada Inc.
INCREASED6,371,2376,350,903+20,334+0%$1.1B$1.1B-$71.3M2026-10-16
CIBC Asset Management Inc
DECREASED6,343,6486,747,985-404,337-6%$1.2B$1.1B-$129.2M2026-11-05
Dimensional Fund Advisors LP
DECREASED3,486,5053,659,355-172,850-5%$646.6M$583.1M-$63.5M2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED2,471,3722,695,594-224,222-8%$476.3M$414.2M-$62.0M2026-11-04
Cardinal Capital Management, Inc.
DECREASED983,830999,266-15,436-2%$176.3M$164.9M-$11.3M2026-10-16
Bank of New York Mellon Corp
INCREASED818,789739,895+78,894+11%$130.7M$136.9M+$6.2M2026-11-05
Addenda Capital Inc.
DECREASED534,853625,064-90,211-14%$156.7M$127.3M-$29.4M2026-10-13
Intact Investment Management Inc.
DECREASED419,995626,785-206,790-33%$110.8M$70.2M-$40.5M2026-11-03
Pictet Asset Management Holding SA
INCREASED418,389363,071+55,318+15%$64.1M$70.1M+$6.0M2026-11-03
AGF Management LTD
INCREASED410,361408,424+1,937+0%$72.2M$68.6M-$3.6M2026-11-03
Cidel Asset Management Inc
INCREASED322,015294,015+28,000+10%$51.9M$54.0M+$2.0M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED290,094144,747+145,347+100%$19.5K$49.0M+$48.9M2026-10-27
Guardian Partners Inc.
DECREASED288,574303,771-15,197-5%$53.7M$48.4M-$5.3M2026-10-21
Citigroup Inc
INCREASED286,921251,308+35,613+14%$44.4M$48.1M+$3.7M2026-11-04
Mn Services Vermogensbeheer B.V.
INCREASED202,413200,613+1,800+1%$35.4M$33.9M-$1.5M2026-10-08
Value Partners Investments Inc.
DECREASED196,965239,642-42,677-18%$42.3M$33.0M-$9.2M2026-10-19
Candriam S.C.A.
DECREASED178,726209,138-30,412-15%$36.9M$30.1M-$6.8M2026-11-03
Rempart Asset Management Inc.
UNCHANGED174,264174,26400%$30.7M$30.7M$02026-10-20
Cardinal Point Capital Management ULC
DECREASED171,122175,545-4,423-3%$31.0M$28.7M-$2.3M2026-10-21
Triasima Portfolio Management inc.
INCREASED161,565153,984+7,581+5%$27.2M$27.1M-$125.9K2026-10-15
Montrusco Bolton Investments Inc.
DECREASED143,429171,898-28,469-17%$30.4M$24.0M-$6.3M2026-10-13
Swiss Life Asset Management Ltd
DECREASED131,520144,235-12,715-9%$25.4M$22.0M-$3.4M2026-11-03
Canerector Inc
UNCHANGED125,000125,00000%$22.1M$21.0M-$1.1M2026-10-13
SEB Asset Management AB
DECREASED123,475124,839-1,364-1%$22.1M$20.7M-$1.4M2026-11-04
Genus Capital Management Inc.
DECREASED114,531146,609-32,078-22%$25.9M$19.2M-$6.7M2026-11-04
Kepler Cheuvreux (Suisse) SA
INCREASED114,47663,670+50,806+80%$16.0M$27.3M+$11.3M2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED111,582114,582-3,000-3%$20.2M$18.7M-$1.5M2026-10-19
Vontobel Holding Ltd.
INCREASED106,311105,819+492+0%$18.7M$17.8M-$906.6K2026-10-16
Maryland State Retirement & Pension System
DECREASED106,216108,177-1,961-2%$19.1M$17.8M-$1.3M2026-11-05
Lorne Steinberg Wealth Management Inc.
INCREASED102,044101,991+53+0%$18.0M$17.1M-$955.6K2026-10-23
Achmea Investment Management B.V.
NEW98,933—+98,933——$16.6M—2026-10-30
American Assets Investment Management, LLC
UNCHANGED96,00096,00000%$17.0M$16.1M-$907.2K2026-10-30
Creative Planning
INCREASED86,21782,828+3,389+4%$14.6M$14.4M-$216.0K2026-11-02
OpenArc Corporate Advisory, LLC
UNCHANGED80,18680,18600%$14.2M$13.4M-$757.8K2026-10-21
Generali Asset Management SPA SGR
DECREASED74,937107,097-32,160-30%$26.8M$17.8M-$9.0M2026-10-26
Avanza Fonder AB
INCREASED60,71451,462+9,252+18%$12.9M$14.4M+$1.5M2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED53,74653,74600%$9.5M$9.0M-$504.0K2026-10-20
Romano Brothers and Company
DECREASED47,50849,163-1,655-3%$8.7M$7.9M-$741.4K2026-10-22
Thrivent Financial for Lutherans
INCREASED47,49547,028+467+1%$8.3M$8.0M-$349.0K2026-11-05
NBT Bank, N.A.
DECREASED45,41846,083-665-1%$8.1M$7.6M-$546.7K2026-10-21
J. Safra Sarasin Holding AG
INCREASED44,96042,938+2,022+5%$7.5M$7.5M-$34.2K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED44,08344,397-314-1%$7.9M$7.1M-$861.2K2026-10-13
Commonwealth Equity Services, LLC
INCREASED35,14535,123+22+0%$6.2M$5.9M-$328.2K2026-11-02
Ethic Inc.
INCREASED30,19927,281+2,918+11%$4.8M$5.1M+$230.2K2026-11-03
US Bancorp \de\
INCREASED26,01425,191+823+3%$4.5M$4.4M-$100.4K2026-11-05
Plato Investment Management Ltd
DECREASED24,21426,449-2,235-8%$4.6M$4.1M-$570.9K2026-11-05
UniSuper Management Pty Ltd
INCREASED24,13418,534+5,600+30%$4.6M$5.7M+$1.1M2026-10-26
Gold Investment Management Ltd.
INCREASED23,42223,260+162+1%$4.1M$3.9M-$192.9K2026-10-19
Vise Technologies, Inc.
NEW23,372—+23,372——$3.9M—2026-10-29
ASR Vermogensbeheer N.V.
INCREASED22,90122,522+379+2%$4.0M$3.8M-$140.7K2026-10-16
Carnegie Investment Counsel
DECREASED22,83824,280-1,442-6%$4.3M$3.8M-$470.6K2026-10-20
Quadrant Capital Group LLC
DECREASED22,57122,781-210-1%$4.0M$3.7M-$294.9K2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED22,05522,05500%$3.9M$3.7M-$208.4K2026-10-14
Assenagon Asset Management S.A.
DECREASED21,64221,816-174-1%$3.9M$3.6M-$227.0K2026-10-15
Imc-Chicago, LLC
NEW21,151—+21,151——$3.5M—2026-11-05
Burkett Asset Management Ltd
DECREASED20,83621,430-594-3%$3.8M$3.5M-$285.6K2026-10-13
Ritholtz Wealth Management
INCREASED20,71619,427+1,289+7%$3.4M$3.5M+$31.9K2026-11-05
Kestra Advisory Services, LLC
INCREASED20,38319,637+746+4%$3.5M$3.4M-$60.7K2026-11-02
Naples Global Advisors, LLC
DECREASED17,20517,310-105-1%$3.1M$2.9M-$181.1K2026-11-05
Signaturefd, LLC
INCREASED13,17712,930+247+2%$2.3M$2.2M-$80.9K2026-10-23
Curbstone Financial Management Corp
DECREASED12,76412,984-220-2%$2.3M$2.1M-$159.5K2026-10-21
HB Wealth Management, LLC
DECREASED12,69612,873-177-1%$2.3M$2.1M-$151.2K2026-10-23
Cigna Investments Inc
DECREASED12,27212,663-391-3%$2.2M$2.1M-$180.0K2026-10-19
First Bank & Trust
DECREASED12,19814,338-2,140-15%$2.5M$2.0M-$493.4K2026-10-19
Union Bancaire Privee, UBP SA
DECREASED12,08515,101-3,016-20%$2.6M$2.1M-$574.3K2026-11-04
Keybank National Association
DECREASED12,01712,830-813-6%$2.3M$2.0M-$257.2K2026-11-04
Pinnacle Associates LTD
DECREASED12,00032,000-20,000-62%$5.7M$2.0M-$3.6M2026-10-20
Turn8 Private Wealth Inc.
INCREASED11,39211,300+92+1%$2.0M$1.9M-$88.6K2026-11-05
Probity Advisors, Inc.
DECREASED10,93411,095-161-1%$2.0M$1.8M-$131.8K2026-10-23
Truist Financial Corp
DECREASED10,92714,067-3,140-22%$2.5M$1.8M-$658.0K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED10,82110,732+89+1%$1.9M$1.8M-$86.0K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED10,17010,791-621-6%$1.9M$1.7M-$205.8K2026-10-14
Simplex Trading, LLC
NEW10,123—+10,123——$1.7M—2026-11-04
Compound Planning, Inc.
DECREASED9,92910,317-388-4%$1.8M$1.7M-$162.3K2026-11-05
Crossmark Global Holdings, Inc.
DECREASED9,33311,824-2,491-21%$2.1M$1.6M-$528.4K2026-10-21
Silver Lake Advisory, LLC
DECREASED9,31017,444-8,134-47%$3.1M$1.6M-$1.5M2026-10-22
First American Bank
UNCHANGED9,2979,29700%$1.6M$1.6M-$87.9K2026-10-27
Associated Banc-Corp
INCREASED8,8348,715+119+1%$1.5M$1.5M-$62.5K2026-10-30
Abacus Wealth Partners, LLC
DECREASED8,3348,621-287-3%$1.5M$1.4M-$129.4K2026-11-03
State of Wyoming
INCREASED7,6807,660+20+0%$1.4M$1.3M-$66.1K2026-10-28
D.A. Davidson & Co.
DECREASED7,4257,448-230%$1.3M$1.2M-$74.2K2026-10-28
Louisbourg Investments Inc.
DECREASED7,1228,422-1,300-15%$1.5M$1.2M-$291.1K2026-10-20
Frank, Rimerman Advisors LLC
DECREASED6,6986,702-40%$1.2M$1.1M-$64.0K2026-10-16
Ti-Trust, Inc
UNCHANGED6,6926,69200%$1.2M$1.1M-$63.2K2026-10-21
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED6,6256,62500%$1.2M$1.1M-$62.6K2026-10-08
Farther Finance Advisors, LLC
INCREASED6,0125,712+300+5%$1.0M$1.0M-$3.8K2026-10-08
Viewpoint Investment Partners Corp
DECREASED5,9346,534-600-9%$1.1M$990.7K-$158.4K2026-10-26
Parrish Capital LLC
DECREASED5,8636,121-258-4%$1.1M$980.6K-$101.0K2026-10-01
Oppenheimer & Co Inc
INCREASED5,7943,890+1,904+49%$687.4K$969.0K+$281.7K2026-10-26
Harbour Trust & Investment Management Co
DECREASED5,7595,855-96-2%$1.0M$963.2K-$71.4K2026-10-28
Busey Bank
UNCHANGED5,6005,60000%$989.5K$936.6K-$52.9K2026-10-26
CenterBook Partners LP
NEW5,478—+5,478——$916.2K—2026-11-02
VestGen Advisors, LLC
INCREASED5,0234,762+261+5%$841.4K$840.1K-$1.3K2026-10-27
Legacy Wealth Asset Management, LLC
DECREASED4,9574,958-10%$876.1K$829.1K-$47.0K2026-10-09
Midwest Trust Co
INCREASED4,7424,607+135+3%$814.1K$793.1K-$21.0K2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED4,7104,810-100-2%$849.9K$787.7K-$62.2K2026-10-13
Landaas & Co
UNCHANGED4,6394,63900%$819.6K$775.8K-$43.8K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED4,5764,512+64+1%$797.2K$765.4K-$31.8K2026-10-30
Obsidian CIO, LLC
DECREASED4,4755,163-688-13%$912.3K$748.4K-$163.9K2026-11-05
Patrick M Sweeney & Associates, Inc
UNCHANGED4,4534,45300%$786.8K$744.8K-$42.1K2026-10-22
Versant Capital Management, Inc
INCREASED4,4254,241+184+4%$749.4K$740.1K-$9.3K2026-10-02
Boltwood Capital Management
INCREASED4,4254,400+25+1%$777.5K$740.1K-$37.4K2026-10-02
Biltmore Family Office, LLC
UNCHANGED4,3604,36000%$770.4K$729.2K-$41.2K2026-11-03
PDS Planning, Inc
UNCHANGED4,2844,28400%$757.0K$716.5K-$40.5K2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED4,2384,23800%$748.9K$708.8K-$40.1K2026-10-05
Brighton Jones LLC
DECREASED4,0864,167-81-2%$736.2K$683.3K-$52.9K2026-11-03
Evergreen Capital Management LLC
DECREASED4,0024,190-188-4%$740.4K$669.3K-$71.0K2026-10-23
Avant Financial Advisors LLC
DECREASED3,9804,160-180-4%$735.1K$665.7K-$69.4K2026-11-02
Vaughan & Co Securities, Inc.
DECREASED3,9684,990-1,022-20%$881.7K$663.6K-$218.1K2026-10-23
Certuity, LLC
UNCHANGED3,9363,93600%$695.5K$658.3K-$37.2K2026-11-02
Watershed Private Wealth LLC
DECREASED3,9004,000-100-2%$706.8K$652.3K-$54.5K2026-10-30
Parallel Advisors, LLC
INCREASED3,8453,814+31+1%$674.0K$643.1K-$30.9K2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED3,8393,83900%$678.4K$642.1K-$36.3K2026-10-21
Silverlake Wealth Management LLC
DECREASED3,8173,875-58-1%$684.6K$638.5K-$46.2K2026-10-21
Assetmark, Inc
INCREASED3,7683,310+458+14%$584.9K$630.2K+$45.3K2026-10-21
Pacifica Partners Inc.
DECREASED3,6554,275-620-14%$743.1K$604.2K-$138.9K2026-10-09
Jamison Private Wealth Management, Inc.
UNCHANGED3,5903,59000%$634.4K$600.4K-$33.9K2026-10-14
Quilter Plc
DECREASED3,5603,710-150-4%$930.0K$847.2K-$82.8K2026-10-21
Financial & Tax Architects, LLC
NEW3,553—+3,553——$594.2K—2026-10-15
Baskin Financial Services Inc.
DECREASED3,5014,967-1,466-30%$877.0K$585.0K-$292.0K2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED3,4832,411+1,072+44%$426.0K$582.4K+$156.4K2026-11-05
Avalon Capital Management
UNCHANGED3,4253,42500%$605.2K$572.8K-$32.4K2026-11-04
Kathmere Capital Management, LLC
INCREASED3,3803,201+179+6%$565.6K$565.3K-$3122026-10-20
Apollon Wealth Management, LLC
INCREASED3,3023,172+130+4%$560.5K$552.3K-$8.2K2026-10-23
Old National Bancorp
DECREASED3,2973,380-83-2%$597.2K$551.4K-$45.8K2026-10-20
Annex Advisory Services, LLC
DECREASED3,2813,836-555-14%$677.8K$548.7K-$129.2K2026-10-16
Rockland Trust Co
UNCHANGED3,2433,24300%$573.0K$542.4K-$30.6K2026-10-05
EverSource Wealth Advisors, LLC
INCREASED3,1913,145+46+1%$555.7K$533.8K-$22.0K2026-11-04
Prospera Financial Services Inc
DECREASED3,1363,168-32-1%$559.8K$536.7K-$23.1K2026-11-04
Wedbush Securities Inc
INCREASED3,0403,033+7+0%$536.0K$508.0K-$28.0K2026-10-22
Five Oceans Advisors
UNCHANGED2,9382,93800%$519.1K$491.4K-$27.8K2026-10-22
Magnus Financial Group LLC
DECREASED2,9253,035-110-4%$536.3K$489.2K-$47.1K2026-10-21
Ascent Group, LLC
DECREASED2,8792,890-110%$510.7K$481.6K-$29.1K2026-10-30
First Business Financial Services, Inc.
UNCHANGED2,7852,78500%$492.1K$465.8K-$26.3K2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED2,7322,73200%$482.7K$456.9K-$25.8K2026-11-02
First Merchants Corp
UNCHANGED2,7162,71600%$479.9K$454.3K-$25.7K2026-10-15
Isthmus Partners, LLC
DECREASED2,4962,671-175-7%$472.0K$417.5K-$54.5K2026-10-21
Lanark Financial, Inc.
DECREASED2,4832,708-225-8%$478.7K$415.3K-$63.3K2026-10-26
North Star Investment Management Corp.
UNCHANGED2,4252,42500%$428.6K$405.6K-$22.9K2026-10-27
Gill Capital Partners, LLC
UNCHANGED2,4122,41200%$426.2K$403.4K-$22.8K2026-10-13
GAM Holding AG
DECREASED2,4002,600-200-8%$459.4K$402.3K-$57.1K2026-11-03
Saxony Capital Management, LLC
INCREASED2,3861,975+411+21%$349.0K$399.1K+$50.1K2026-10-15
Larry Mathis Financial Planning, LLC
DECREASED2,3302,449-119-5%$432.7K$389.7K-$43.0K2026-10-26
Patten & Patten Inc
UNCHANGED2,3282,32800%$411.4K$389.4K-$22.0K2026-10-26
Park National Corp
UNCHANGED2,3252,32500%$410.8K$388.9K-$22.0K2026-10-05
Aprio Wealth Management, LLC
DECREASED2,3192,352-33-1%$415.6K$387.9K-$27.7K2026-10-28
Valeo Financial Advisors, LLC
INCREASED2,3172,223+94+4%$392.8K$387.5K-$5.3K2026-10-08
Sagespring Wealth Partners, LLC
INCREASED2,2982,201+97+4%$388.9K$384.4K-$4.5K2026-10-22
SBI Securities Co., Ltd.
DECREASED2,2922,400-108-4%$424.1K$383.3K-$40.7K2026-10-22
Shade Tree Advisors LLC
NEW2,225—+2,225——$372.1K—2026-10-22
WoodTrust Financial Corp
UNCHANGED2,1892,18900%$387.0K$366.0K-$21.0K2026-10-09
Fifth Third Bancorp
INCREASED2,1772,026+151+7%$358.0K$364.1K+$6.1K2026-11-05
Studio Investment Management LLC
UNCHANGED2,1752,17500%$384.3K$363.8K-$20.6K2026-10-22
Income Insurance Ltd
UNCHANGED2,1322,13200%$376.7K$357.4K-$19.3K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED2,0872,080+7+0%$367.5K$349.0K-$18.5K2026-11-05
Nilsine Partners, LLC
DECREASED2,0692,198-129-6%$388.4K$346.0K-$42.3K2026-11-02
First Affirmative Financial Network
NEW2,036—+2,036——$340.6K—2026-10-21
Plancorp, LLC
INCREASED2,0332,009+24+1%$359.0K$347.9K-$11.1K2026-11-03
Summit Global Investments
DECREASED1,9753,035-1,060-35%$536.0K$330.0K-$206.0K2026-10-28
ERn Financial, LLC
UNCHANGED1,9711,97100%$348.3K$329.7K-$18.6K2026-10-28
Park Avenue Securities LLC
INCREASED1,9671,887+80+4%$333.0K$329.0K-$4.0K2026-10-26
AlphaCore Capital LLC
INCREASED1,9531,763+190+11%$311.5K$326.6K+$15.1K2026-11-04
Fiduciary Financial Group, LLC
INCREASED1,9311,767+164+9%$312.2K$323.0K+$10.7K2026-10-13
MSH Capital Advisors LLC
UNCHANGED1,8771,87700%$331.7K$313.9K-$17.7K2026-11-03
Buckhead Capital Management LLC
UNCHANGED1,7841,78400%$315.2K$298.4K-$16.9K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,7791,426+353+25%$252.0K$297.5K+$45.6K2026-10-27
ARQ Wealth Advisors, LLC
UNCHANGED1,7751,77500%$317.8K$296.9K-$21.0K2026-10-29
Schmidt P J Investment Management Inc
UNCHANGED1,7731,77300%$313.3K$296.5K-$16.8K2026-11-02
Code Waechter LLC
DECREASED1,7723,025-1,253-41%$534.5K$296.4K-$238.2K2026-10-23
Independent Financial Group, LLC
INCREASED1,7521,690+62+4%$298.6K$293.0K-$5.6K2026-10-13
Cromwell Holdings LLC
UNCHANGED1,7391,73900%$307.3K$290.8K-$16.4K2026-10-28
Krane Financial Solutions LLC
UNCHANGED1,7381,73800%$307.1K$290.7K-$16.4K2026-10-30
Affinity Capital Advisors, LLC
UNCHANGED1,7101,71000%$301.1K$278.0K-$23.1K2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED1,7001,70000%$300.4K$285.0K-$15.4K2026-10-15
SkyOak Wealth, LLC
UNCHANGED1,7001,70000%$300.4K$284.3K-$16.1K2026-10-28
55 North Private Wealth, LLC
INCREASED1,6291,531+98+6%$270.6K$272.5K+$1.9K2026-10-20
Altfest L J & Co Inc
UNCHANGED1,6201,62000%$286.3K$270.9K-$15.3K2026-10-27
Trust Investment Advisors
INCREASED1,6061,598+8+1%$282.3K$268.7K-$13.7K2026-10-20
Chicago Partners Investment Group LLC
DECREASED1,6043,043-1,439-47%$537.5K$271.3K-$266.2K2026-10-27
LVW Advisors, LLC
INCREASED1,5881,367+221+16%$241.5K$265.6K+$24.0K2026-10-19
Arthur M. Cohen & Associates, LLC
UNCHANGED1,5751,57500%$278.3K$263.4K-$14.9K2026-10-26
Riversedge Advisors, LLC
INCREASED1,5361,361+175+13%$240.5K$256.9K+$16.4K2026-10-09
KOM Wealth Management Group, LLC
INCREASED1,5331,528+5+0%$270.0K$256.4K-$13.6K2026-10-15
Greenwood Gearhart LLC
DECREASED1,5001,912-412-22%$337.9K$250.9K-$87.0K2026-11-02
Yousif Capital Management, LLC
INCREASED1,4741,299+175+13%$229.5K$246.5K+$17.0K2026-10-22
Choreo, LLC
INCREASED1,4411,342+99+7%$237.1K$241.0K+$3.9K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED1,4251,243+182+15%$219.6K$238.3K+$18.7K2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED1,4241,42400%$251.6K$238.2K-$13.5K2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED1,41325,229-23,816-94%$6.1M$346.3K-$5.7M2026-10-29
Citizens Financial Group Inc
INCREASED1,3991,375+24+2%$243.0K$234.0K-$9.0K2026-10-23
Bahl & Gaynor LLC
UNCHANGED1,3851,38500%$244.7K$231.6K-$13.1K2026-11-05
Brucke Financial, Inc.
INCREASED1,3801,169+211+18%$206.6K$230.8K+$24.2K2026-10-23
KPP Advisory Services LLC
DECREASED1,3571,476-119-8%$260.8K$227.0K-$33.9K2026-10-26
Goldstein Advisors, LLC
UNCHANGED1,3481,34800%$238.2K$225.5K-$12.7K2026-10-15
Lido Advisors, LLC
NEW1,346—+1,346——$225.3K—2026-11-04
Manchester Capital Management LLC
UNCHANGED1,3051,30500%$230.6K$218.3K-$12.3K2026-10-22
Form Wealth Advisors, LLC
DECREASED1,3001,362-62-5%$240.6K$217.4K-$23.2K2026-10-13
CWA Asset Management Group, LLC
DECREASED1,2991,623-324-20%$286.8K$217.3K-$69.5K2026-10-19
Greenleaf Trust
DECREASED1,2701,471-201-14%$259.9K$212.4K-$47.5K2026-10-29
Compass Wealth Management LLC
UNCHANGED1,2401,24000%$219.1K$207.4K-$11.7K2026-10-22
Canoe Financial LP
DECREASED1,2351,336-101-8%$235.9K$205.5K-$30.4K2026-10-21
Leelyn Smith, LLC
NEW1,233—+1,233——$206.2K—2026-11-03
Braun-Bostich & Associates Inc.
DECREASED1,2241,308-84-6%$231.1K$204.7K-$26.4K2026-10-20
Applied Capital LLC
UNCHANGED1,2151,21500%$214.7K$203.2K-$11.5K2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED1,2071,206+1+0%$213.1K$201.9K-$11.2K2026-10-23
Carter Financial Group, Inc.
INCREASED1,2011,135+66+6%$200.6K$200.9K+$3132026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED1,2001,20000%$212.0K$200.7K-$11.3K2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
DECREASED1,1701,300-130-10%$229.7K$196.1K-$33.6K2026-10-29
Larson Financial Group LLC
INCREASED1,099471+628+133%$83.2K$183.8K+$100.6K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED1,0001,00000%$177.0K$167.0K-$10.0K2026-10-16
Tompkins Financial Corp
UNCHANGED1,0001,00000%$176.7K$167.3K-$9.5K2026-10-05
Gamma Investing LLC
UNCHANGED74274200%$131.1K$124.1K-$7.0K2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED73673600%$130.1K$123.1K-$7.0K2026-10-23
Rydar Equities, Inc.
NEW725—+725——$117.2K—2026-10-13
Grove Bank & Trust
UNCHANGED71071000%$125.5K$118.7K-$6.7K2026-10-08
Central Trust Co
DECREASED702970-268-28%$171.4K$117.4K-$54.0K2026-11-05
Olistico Wealth, LLC
UNCHANGED70070000%$123.7K$117.1K-$6.6K2026-10-05
Trust Co of Vermont
UNCHANGED65165100%$115.0K$108.9K-$6.2K2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED571596-25-4%$105.3K$95.5K-$9.8K2026-10-05
CX Institutional
UNCHANGED55455400%$98.0K$93-$97.9K2026-10-02
Caldwell Trust Co
DECREASED5001,500-1,000-67%$265.1K$83.6K-$181.4K2026-10-30
Toth Financial Advisory Corp
UNCHANGED50050000%$88.4K$83.6K-$4.7K2026-10-08
Eastern Bank
UNCHANGED49649600%$87.6K$83.0K-$4.7K2026-10-05
Bayban
UNCHANGED48948900%$86.4K$86.4K$02026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED46746700%$82.5K$78.1K-$4.4K2026-11-02
Retirement Wealth Solutions LLC
DECREASED466487-21-4%$86.1K$77.9K-$8.1K2026-10-07
Jnba Financial Advisors
UNCHANGED45745700%$80.8K$76.4K-$4.3K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED415347+68+20%$61.3K$69.4K+$8.1K2026-11-05
Vision Financial Markets LLC
UNCHANGED40040000%$70.9K$66.5K-$4.3K2026-10-22
Pathway Financial Advisers, LLC
NEW354—+354——$59.2K—2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED35235200%$62.4K$59.0K-$3.3K2026-10-23
Fulcrum Asset Management LLP
NEW338—+338——$56.5K—2026-11-04
True Wealth Design, LLC
INCREASED314297+17+6%$52.5K$52.5K+$372026-10-13
KFG LLC
NEW308—+308——$51.5K—2026-11-02
Thompson Investment Management, Inc.
DECREASED300354-54-15%$62.6K$50.2K-$12.4K2026-10-14
Cdkv Holdings LLC
UNCHANGED30030000%$53.0K$50.2K-$2.8K2026-10-28
IFP Advisors, Inc
UNCHANGED27327300%$48.2K$45.7K-$2.6K2026-10-16
Financial Management Professionals, Inc.
INCREASED265260+5+2%$45.9K$44.3K-$1.6K2026-10-23
Bank & Trust Co
UNCHANGED26326300%$46.5K$44.0K-$2.5K2026-10-07
Nisa Investment Advisors, LLC
INCREASED254233+21+9%$41.2K$42.5K+$1.3K2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED25425400%$44.9K$42.5K-$2.4K2026-11-04
Trust Co
UNCHANGED19319300%$34.1K$32.3K-$1.8K2026-10-09
Bare Financial Services, Inc
INCREASED192163+29+18%$28.8K$32.1K+$3.3K2026-11-04
First Horizon Corp
DECREASED173207-34-16%$36.6K$28.9K-$7.6K2026-10-26
Provenance Wealth Advisors, LLC
NEW145—+145——$24.3K—2026-10-30
Blue Trust, Inc.
INCREASED140133+7+5%$23.5K$23.4K-$852026-10-15
JFS Wealth Advisors, LLC
UNCHANGED13213200%$23.3K$22.1K-$1.2K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED13013000%$23.0K$21.7K-$1.2K2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED12512500%$22.1K$20.9K-$1.2K2026-10-23
Polaris Financial Partners
NEW114—+114——$19—2026-10-02
Montag A & Associates Inc
NEW114—+114——$19.1K—2026-10-29
Sfam, LLC
UNCHANGED11011000%$19.4K$18.4K-$1.0K2026-11-03
Essential Partners LLC
UNCHANGED10910900%$19.3K$18.2K-$1.0K2026-10-14
Western Pacific Wealth Management, LP
UNCHANGED10210200%$18.0K$17.1K-$9632026-10-16
Tounjian Advisory Partners, LLC
UNCHANGED10110100%$17.8K$16.9K-$8612026-11-04
Highline Wealth Partners LLC
INCREASED10065+35+54%$11.5K$16.7K+$5.2K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED10010000%$17.7K$16.7K-$9452026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED95107-12-11%$18.9K$15.9K-$3.0K2026-10-27
Root Financial Partners, LLC
NEW94—+94——$15.7K—2026-10-21
TD Private Client Wealth LLC
INCREASED9488+6+7%$15.6K$15.7K+$1722026-10-28
Financial Consulate, Inc
INCREASED8780+7+9%$14.1K$14.6K+$4152026-10-23
Compass Financial Management LLC
NEW84—+84——$14.0K—2026-10-30
Rossby Financial, LCC
DECREASED8285-3-4%$15.0K$13.7K-$1.3K2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED797900%$14.0K$13.2K-$7472026-10-07
GHP Investment Advisors, Inc.
UNCHANGED797900%$14.0K$13.2K-$7472026-10-15
Physician Wealth Advisors, Inc.
INCREASED7266+6+9%$11.7K$12.0K+$3792026-10-20
Signature Resources Capital Management, LLC
UNCHANGED717100%$12.5K$11.9K-$6712026-10-16
Westside Investment Management, Inc.
UNCHANGED707000%$12.4K$11.6K-$7702026-11-02
Country Trust Bank
UNCHANGED626200%$11.0K$10.4K-$5852026-10-30
Triumph Capital Management
UNCHANGED616100%$10.8K$10.2K-$5772026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED505000%$8.8K$8.4K-$4722026-10-20
Financial Perspectives, Inc
UNCHANGED494900%$8.6K$8.2K-$4172026-11-03
Caitong International Asset Management Co., Ltd
DECREASED46652-606-93%$115.2K$7.7K-$107.5K2026-10-29
SJS Investment Consulting Inc.
UNCHANGED434300%$7.6K$7.2K-$4072026-10-26
Ascentis Wealth Management, LLC
NEW42—+42——$7.0K—2026-11-03
Birch Financial Group, LLC
NEW36—+36——$6.0K—2026-10-27
MV Capital Management, Inc.
UNCHANGED323200%$5.7K$5.4K-$3032026-10-29
Mather Group, Llc.
UNCHANGED313100%$5.5K$5.2K-$2932026-10-14
Valley National Advisers Inc
UNCHANGED262600%$4.6K$4.3K-$2462026-10-23
Hughes Financial Services, LLC
NEW25—+25——$4.4K—2026-10-30
Steph & Co
UNCHANGED252500%$4.4K$4.2K-$2372026-10-07
Parkside Financial Bank & Trust
UNCHANGED232300%$4.1K$3.8K-$2182026-10-27
Bell Investment Advisors, Inc
DECREASED1823-5-22%$4.1K$3.0K-$1.1K2026-10-29
Financial Network Wealth Advisors LLC
INCREASED1711+6+55%$1.9K$2.8K+$8992026-10-28
CoreCap Advisors, LLC
UNCHANGED121200%$2.1K$2.0K-$1152026-10-08
Leonteq Securities AG
UNCHANGED121200%$2.1K$2.0K-$1132026-10-29
Noble Wealth Management PBC
UNCHANGED121200%$2.1K$2.0K-$1132026-10-01
Creative Financial Designs Inc
UNCHANGED6600%$1.1K$1.0K-$562026-11-04
Raleigh Capital Management Inc.
UNCHANGED6600%$1.1K$1.1K-$532026-10-28
Nvest Wealth Strategies, Inc.
INCREASED42+2+100%$354$670+$3162026-10-14
RMG Wealth Management LLC
UNCHANGED2200%$367$340-$272026-10-26
High Note Wealth, LLC
UNCHANGED1100%$177$167-$102026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1100%$167$159-$82026-10-28
Jcic Asset Management Inc.
CLOSED061,364-61,364-100%$8.3M$0-$8.3M2026-10-30
Jefferies Financial Group Inc.
CLOSED07,492-7,492-100%$1.3M$0-$1.3M2026-11-05
Ignite Planners, LLC
CLOSED04,838-4,838-100%$854.7K$0-$854.7K2026-10-14
Fulton Bank, N.A.
CLOSED02,952-2,952-100%$521.6K$0-$521.6K2026-10-14
Townsend & Associates, Inc
CLOSED02,225-2,225-100%$396.1K$0-$396.1K2026-10-23
Brookstone Capital Management
CLOSED01,672-1,672-100%$295.4K$0-$295.4K2026-10-22
StoneX Group Inc.
CLOSED01,340-1,340-100%$224.6K$0-$224.6K2026-11-03
Keudell ison Wealth Management
CLOSED01,283-1,283-100%$226.7K$0-$226.7K2026-10-16
Davenport & Co LLC
CLOSED01,191-1,191-100%$210.5K$0-$210.5K2026-10-14
Oarsman Capital, Inc.
CLOSED01,178-1,178-100%$208.2K$0-$208.2K2026-11-05
Mission Wealth Management, LP
CLOSED01,165-1,165-100%$205.9K$0-$205.9K2026-10-15
Manske Wealth Management
CLOSED01,160-1,160-100%$205.0K$0-$205.0K2026-10-26
Apella Capital, LLC
CLOSED01,153-1,153-100%$205.5K$0-$205.5K2026-10-08
CogentBlue Wealth Advisors, LLC
CLOSED01,152-1,152-100%$203.6K$0-$203.6K2026-10-09
Bayforest Capital Ltd
CLOSED0490-490-100%$86.6K$0-$86.6K2026-11-03
Commonwealth Retirement Investments LLC
CLOSED0139-139-100%$24.6K$0-$24.6K2026-10-26
Cornerstone Planning Group LLC
CLOSED0134-134-100%$24.0K$0-$24.0K2026-10-16
MCF Advisors LLC
CLOSED0110-110-100%$19.4K$0-$19.4K2026-10-28
Private Trust Co NA
CLOSED066-66-100%$11.7K$0-$11.7K2026-10-20
Stone House Investment Management, LLC
CLOSED014-14-100%$2.5K$0-$2.5K2026-10-23
Royal Bank of Canada
N/A—52,167,653-52,167,653-100%$9.2B———
Bank of Montreal
N/A—28,128,121-28,128,121-100%$5.0B———
Vanguard Capital Management LLC
N/A—20,475,602-20,475,602-100%$3.6B———
TD Asset Management Inc
N/A—15,233,725-15,233,725-100%$2.7B———
CIBC World Market Inc.
N/A—12,410,915-12,410,915-100%$2.2B———
FIL Ltd
N/A—12,329,093-12,329,093-100%$2.2B———
National Bank of Canada
N/A—10,405,423-10,405,423-100%$1.8B———
FMR LLC
N/A—9,527,449-9,527,449-100%$1.7B———
1832 Asset Management L.P.
N/A—9,303,809-9,303,809-100%$1.6B———
Norges Bank
N/A—8,796,707-8,796,707-100%$1.6B———
Geode Capital Management, LLC
N/A—7,973,622-7,973,622-100%$1.5B———
Canada Pension Plan Investment Board
N/A—7,256,202-7,256,202-100%$1.3B———
Vanguard Fiduciary Trust Co
N/A—6,264,886-6,264,886-100%$1.1B———
Toronto Dominion Bank
N/A—5,632,710-5,632,710-100%$994.5M———
Vanguard Global Advisers, LLC
N/A—5,426,252-5,426,252-100%$959.1M———
Caisse de Depot ET Placement DU Quebec
N/A—5,419,567-5,419,567-100%$957.5M———
Bank of Nova Scotia
N/A—5,205,604-5,205,604-100%$920.0M———
Legal & General Group Plc
N/A—4,212,134-4,212,134-100%$744.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—4,174,425-4,174,425-100%$737.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—3,839,476-3,839,476-100%$677.1M———
Federation des caisses Desjardins du Quebec
N/A—3,374,200-3,374,200-100%$593.7M———
Scotia Capital Inc.
N/A—3,334,549-3,334,549-100%$587.8M———
Fiera Capital Corp
N/A—3,214,287-3,214,287-100%$567.1M———
JPMorgan Chase & Co
N/A—3,145,509-3,145,509-100%$553.9M———
Morgan Stanley
N/A—2,902,505-2,902,505-100%$512.9M———
Goldman Sachs Group Inc
N/A—2,545,917-2,545,917-100%$449.9M———
Manufacturers Life Insurance Company, the
N/A—2,361,978-2,361,978-100%$416.6M———
Charles Schwab Investment Management Inc
N/A—2,080,308-2,080,308-100%$367.6M———
Vanguard Asset Management, Ltd
N/A—1,600,956-1,600,956-100%$283.0M———
Bessemer Group Inc
N/A—1,469,398-1,469,398-100%$259.3M———
Letko, Brosseau & Associates Inc
N/A—1,426,775-1,426,775-100%$252.1M———
Deutsche Bank Ag\
N/A—1,334,415-1,334,415-100%$235.8M———
Massachusetts Financial Services Co
N/A—1,300,991-1,300,991-100%$324.8M———
British Columbia Investment Management Corp
N/A—1,271,498-1,271,498-100%$224.5M———
Newport Trust Company, LLC
N/A—1,259,908-1,259,908-100%$222.6M———
Omers Administration Corp
N/A—1,230,715-1,230,715-100%$217.4M———
Amundi
N/A—1,215,809-1,215,809-100%$217.8M———
Invesco Ltd.
N/A—1,203,872-1,203,872-100%$212.7M———
Acadian Asset Management LLC
N/A—1,197,679-1,197,679-100%$211.6M———
Public Sector Pension Investment Board
N/A—1,177,353-1,177,353-100%$207.9M———
Clearbridge Investments, LLC
N/A—1,153,825-1,153,825-100%$202.5M———
Barclays PLC
N/A—1,084,437-1,084,437-100%$191.6M———
Mufg Securities (Canada), Ltd.
N/A—991,466-991,466-100%$175.0M———
Aviso Financial Inc.
N/A—973,584-973,584-100%$172.0M———
UBS Group AG
N/A—953,638-953,638-100%$168.5M———
Picton Mahoney Asset Management
N/A—945,606-945,606-100%$166.7M———
Alberta Investment Management Corp
N/A—810,135-810,135-100%$143.0M———
BCV Asset Management Inc.
N/A—642,300-642,300-100%$113.2M———
Aviva PLC
N/A—630,423-630,423-100%$111.2M———
BlackRock, Inc.
N/A—622,130-622,130-100%$109.9M———
Guardian Capital LP
N/A—614,927-614,927-100%$108.6M———
Bank of America Corp
N/A—588,633-588,633-100%$104.0M———
Northern Trust Corp
N/A—560,484-560,484-100%$99.0M———
Nuveen, LLC
N/A—526,771-526,771-100%$93.1M———
Two Sigma Investments, LP
N/A—511,838-511,838-100%$90.4M———
APG Asset Management N.V.
N/A—508,694-508,694-100%$78.6M———
AQR Capital Management LLC
N/A—469,429-469,429-100%$82.9M———
Hillsdale Investment Management Inc.
N/A—460,739-460,739-100%$81.3M———
American Century Companies Inc
N/A—452,310-452,310-100%$79.9M———
Polar Asset Management Partners Inc.
N/A—449,680-449,680-100%$20.4M———
Scheer, Rowlett & Associates Investment Management Ltd.
N/A—447,594-447,594-100%$78.9M———
Bank of Nova Scotia Trust Co
N/A—446,227-446,227-100%$78.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—430,916-430,916-100%$76.1M———
Korea Investment Corp
N/A—409,037-409,037-100%$72.3M———
State of Tennessee, Department of Treasury
N/A—403,848-403,848-100%$71.4M———
Zurich Insurance Group Ltd
N/A—367,582-367,582-100%$64.9M———
Delaney Capital Management Ltd.
N/A—360,775-360,775-100%$63.6M———
Canada Life Assurance Co
N/A—355,662-355,662-100%$62.6M———
Vanguard Investments Australia, Ltd.
N/A—351,288-351,288-100%$62.1M———
Franklin Resources Inc
N/A—349,582-349,582-100%$61.7M———
Purpose Unlimited Inc.
N/A—299,232-299,232-100%$52.9M———
Russell Investments Group, Ltd.
N/A—289,001-289,001-100%$51.1M———
Susquehanna Fundamental Investments, LLC
N/A—287,700-287,700-100%$50.8M———
Capital Wealth Planning, LLC
N/A—257,802-257,802-100%$45.6M———
State of Wisconsin Investment Board
N/A—241,553-241,553-100%$42.7M———
Neuberger Berman Group LLC
N/A—209,653-209,653-100%$37.0M———
First Trust Advisors LP
N/A—205,963-205,963-100%$36.4M———
Intech Investment Management LLC
N/A—204,697-204,697-100%$36.2M———
Investment Management Corp of Ontario
N/A—200,024-200,024-100%$35.3M———
D. E. Shaw & Co., Inc.
N/A—194,600-194,600-100%$34.4M———
BNP Paribas Asset Management Holding S.A.
N/A—183,475-183,475-100%$32.4M———
Northwest & Ethical Investments L.P.
N/A—163,965-163,965-100%$28.9M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—159,553-159,553-100%$28.2M———
Nykredit A/S
N/A—150,735-150,735-100%$26.6M———
Varma Mutual Pension Insurance Co
N/A—142,629-142,629-100%$25.2M———
Millennium Management LLC
N/A—136,542-136,542-100%$24.1M———
Quadrature Capital Ltd
N/A—136,000-136,000-100%$24.0M———
Lazard Asset Management LLC
N/A—128,515-128,515-100%$22.7M———
Qube Research & Technologies Ltd
N/A—127,638-127,638-100%$22.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—120,054-120,054-100%$21.2M———
LPL Financial LLC
N/A—114,689-114,689-100%$20.3M———
Pinnacle Financial Partners, Inc.
N/A—106,906-106,906-100%$18.9M———
Wellington Management Group LLP
N/A—104,112-104,112-100%$18.4M———
USS Investment Management Ltd
N/A—96,884-96,884-100%$17.1M———
Raymond James Financial Inc
N/A—90,897-90,897-100%$16.1M———
Claret Asset Management Corp
N/A—88,680-88,680-100%$15.7M———
Quantinno Capital Management LP
N/A—86,196-86,196-100%$15.2M———
Alliancebernstein L.P.
N/A—81,746-81,746-100%$11.1M———
Brown Advisory Inc
N/A—81,418-81,418-100%$14.4M———
Natixis Advisors, LLC
N/A—78,109-78,109-100%$13.8M———
Credit Agricole S A
N/A—74,034-74,034-100%$13.1M———
Utah Retirement Systems
N/A—70,520-70,520-100%$12.5M———
O'shaughnessy Asset Management, LLC
N/A—67,472-67,472-100%$11.9M———
Envestnet Asset Management Inc
N/A—67,031-67,031-100%$11.8M———
Lombard Odier Asset Management (Switzerland) SA
N/A—64,496-64,496-100%$11.4M———
Man Group plc
N/A—62,678-62,678-100%$11.1M———
Jupiter Topco LLC
N/A—61,227-61,227-100%$10.8M———
Public Employees Retirement System of Ohio
N/A—59,739-59,739-100%$10.6M———
Wells Fargo & Company
N/A—58,018-58,018-100%$10.2M———
M&T Bank Corp
N/A—58,015-58,015-100%$10.3M———
AustralianSuper Pty Ltd
N/A—56,745-56,745-100%$10.0M———
Harvest Portfolios Group Inc.
N/A—55,038-55,038-100%$9.7M———
Mariner, LLC
N/A—53,126-53,126-100%$9.4M———
Beacon Pointe Advisors, LLC
N/A—52,280-52,280-100%$9.2M———
Andra Ap-fonden
N/A—52,000-52,000-100%$13.0M———
Jane Street Group, LLC
N/A—51,069-51,069-100%$9.0M———
Stifel Financial Corp
N/A—49,980-49,980-100%$8.8M———
SIG North Trading, ULC
N/A—48,961-48,961-100%$8.7M———
Federated Hermes, Inc.
N/A—48,739-48,739-100%$8.6M———
PCJ Investment Counsel Ltd.
N/A—46,780-46,780-100%$8.2M———
K.J. Harrison & Partners Inc
N/A—46,708-46,708-100%$8.2M———
Capital Fund Management S.A.
N/A—45,113-45,113-100%$8.0M———
Baird Financial Group, Inc.
N/A—43,080-43,080-100%$7.6M———
Van Eck Associates Corp
N/A—42,505-42,505-100%$7.5M———
Barometer Capital Management Inc.
N/A—42,500-42,500-100%$10.6M———
Ameriprise Financial Inc
N/A—41,854-41,854-100%$8.3M———
Rathbones Group PLC
N/A—41,636-41,636-100%$7.4M———
Dana Investment Advisors, Inc.
N/A—39,034-39,034-100%$6.9M———
Northwest Bancshares, Inc.
N/A—39,021-39,021-100%$6.9M———
Cumberland Partners Ltd
N/A—38,479-38,479-100%$6.8M———
Advisory Services Network, LLC
N/A—36,982-36,982-100%$6.5M———
Citadel Advisors LLC
N/A—35,484-35,484-100%$6.3M———
Manning & Napier Advisors LLC
N/A—34,938-34,938-100%$6.2M———
Cetera Investment Advisers
N/A—33,551-33,551-100%$5.9M———
Allianz Asset Management GmbH
N/A—32,577-32,577-100%$5.8M———
ST Germain D J Co Inc
N/A—29,917-29,917-100%$5.3M———
Jones Financial Companies Lllp
N/A—29,045-29,045-100%$5.1M———
Vertex Planning Partners, LLC
N/A—27,959-27,959-100%$4.9M———
Ensign Peak Advisors, Inc
N/A—26,929-26,929-100%$4.8M———
Northwestern Mutual Wealth Management Co
N/A—26,886-26,886-100%$4.8M———
Royal London Asset Management LTD
N/A—26,537-26,537-100%$4.7M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—26,524-26,524-100%$4.7M———
Susquehanna International Group, LLP
N/A—26,266-26,266-100%$4.6M———
Capital World Investors
N/A—26,072-26,072-100%$4.6M———
Vanguard Personalized Indexing Management, LLC
N/A—25,214-25,214-100%$4.5M———
Quantbot Technologies LP
N/A—24,489-24,489-100%$4.3M———
HRT Financial LP
N/A—23,415-23,415-100%$4.1M———
Osmosis Investment Management UK Ltd
N/A—22,907-22,907-100%$4.0M———
Osaic Holdings, Inc.
N/A—22,646-22,646-100%$4.0M———
HighTower Advisors, LLC
N/A—22,179-22,179-100%$3.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,292-21,292-100%$3.8M———
Cerity Partners LLC
N/A—20,532-20,532-100%$3.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—19,189-19,189-100%$3.4M———
Worldquant Millennium Advisors LLC
N/A—18,941-18,941-100%$3.3M———
NorthRock Partners, LLC
N/A—18,316-18,316-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—17,209-17,209-100%$3.0M———
PNC Financial Services Group, Inc.
N/A—15,749-15,749-100%$2.8M———
Entropy Technologies, LP
N/A—15,576-15,576-100%$2.8M———
BNP Paribas Financial Markets
N/A—15,464-15,464-100%$2.7M———
Mediolanum International Funds Ltd
N/A—14,595-14,595-100%$2.6M———
Focus Partners Wealth
N/A—14,446-14,446-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—13,824-13,824-100%$2.4M———
Harbour Investments, Inc.
N/A—13,329-13,329-100%$2.4M———
Pathstone Holdings, LLC
N/A—13,066-13,066-100%$2.3M———
Tower Research Capital LLC (TRC)
N/A—12,921-12,921-100%$2.3M———
Natixis
N/A—12,497-12,497-100%$2.2M———
Texas Yale Capital Corp.
N/A—12,213-12,213-100%$2.2M———
State Street Corp
N/A—11,465-11,465-100%$2.0M———
Morningstar Investment Management LLC
N/A—10,675-10,675-100%$1.4M———
Advisors Asset Management, Inc.
N/A—9,864-9,864-100%$1.7M———
Smithfield Trust Co
N/A—9,766-9,766-100%$1.7M———
Berger Financial Group, Inc
N/A—9,393-9,393-100%$1.7M———
Independent Advisor Alliance
N/A—9,265-9,265-100%$1.6M———
Ausdal Financial Partners, Inc.
N/A—8,842-8,842-100%$1.6M———
Resources Management Corp
N/A—8,770-8,770-100%$1.5M———
Janney Montgomery Scott LLC
N/A—8,644-8,644-100%$1.5M———
IEQ Capital, LLC
N/A—8,624-8,624-100%$1.5M———
Tacita Capital Inc
N/A—8,605-8,605-100%$1.5M———
Metis Global Partners, LLC
N/A—8,568-8,568-100%$1.5M———
MML Investors Services, LLC
N/A—8,117-8,117-100%$1.4M———
North Star Asset Management Inc
N/A—8,099-8,099-100%$1.4M———
Syon Capital LLC
N/A—8,098-8,098-100%$1.4M———
Callan Family Office, LLC
N/A—7,810-7,810-100%$1.4M———
Schonfeld Strategic Advisors LLC
N/A—7,549-7,549-100%$1.3M———
Blair William & Co
N/A—7,414-7,414-100%$1.3M———
Savant Capital, LLC
N/A—7,333-7,333-100%$1.3M———
Mercer Global Advisors Inc
N/A—7,238-7,238-100%$1.3M———
Glenmede Trust Co NA
N/A—7,061-7,061-100%$1.2M———
Mairs & Power Inc
N/A—6,746-6,746-100%$1.2M———
Merit Financial Group, LLC
N/A—6,648-6,648-100%$1.2M———
Sequoia Financial Advisors, LLC
N/A—6,436-6,436-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—6,301-6,301-100%$1.1M———
Caprock Group, LLC
N/A—6,088-6,088-100%$1.1M———
Captrust Financial Advisors
N/A—5,962-5,962-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—5,907-5,907-100%$1.0M———
MAI Capital Management
N/A—5,715-5,715-100%$1.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,671-5,671-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—5,469-5,469-100%$966.3K———
Sand Hill Global Advisors, LLC
N/A—5,411-5,411-100%$956.1K———
Nicolet Bankshares Inc
N/A—5,366-5,366-100%$945.0K———
Brevan Howard Capital Management LP
N/A—5,265-5,265-100%$930.3K———
HSBC Holdings PLC
N/A—5,188-5,188-100%$915.0K———
Qtron Investments LLC
N/A—5,062-5,062-100%$894.4K———
Tradition Wealth Management, LLC
N/A—5,031-5,031-100%$889.0K———
Westwood Holdings Group Inc
N/A—4,987-4,987-100%$881.2K———
Benjamin Edwards Inc
N/A—4,868-4,868-100%$860.1K———
Curi Capital, LLC
N/A—4,841-4,841-100%$855.4K———
&partners
N/A—4,790-4,790-100%$846.4K———
Prudential Financial Inc
N/A—4,770-4,770-100%$842.9K———
Sivia Capital Partners, LLC
N/A—4,672-4,672-100%$825.5K———
Ellenbecker Investment Group
N/A—4,548-4,548-100%$803.8K———
World Investment Advisors
N/A—4,408-4,408-100%$597.1K———
Fullerton Fund Management Co Ltd.
N/A—4,400-4,400-100%$777.4K———
IFG Advisory, LLC
N/A—4,217-4,217-100%$745.2K———
PCM Encore, LLC
N/A—4,136-4,136-100%$730.8K———
Klcm Advisors, Inc.
N/A—3,779-3,779-100%$667.7K———
Legacy Financial Advisors, Inc.
N/A—3,772-3,772-100%$666.5K———
Vident Advisory, LLC
N/A—3,741-3,741-100%$661.0K———
Drake & Associates, LLC
N/A—3,716-3,716-100%$656.6K———
Cary Street Partners Financial LLC
N/A—3,700-3,700-100%$653.8K———
Commerce Bank
N/A—3,698-3,698-100%$653.4K———
Nwam LLC
N/A—3,670-3,670-100%$648.5K———
Puzo Michael J
N/A—3,500-3,500-100%$618.5K———
GeoWealth Management, LLC
N/A—3,448-3,448-100%$609.3K———
Brown Brothers Harriman & Co
N/A—3,447-3,447-100%$609.1K———
Integrated Wealth Concepts LLC
N/A—3,408-3,408-100%$602.2K———
Group One Trading LLC
N/A—3,371-3,371-100%$595.7K———
United Capital Financial Advisors, LLC
N/A—3,325-3,325-100%$587.5K———
Checchi Capital Advisers, LLC
N/A—3,097-3,097-100%$547.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,070-3,070-100%$542.5K———
Wellington-Altus USA Inc.
N/A—3,056-3,056-100%$460.9K———
Focus Partners Advisor Solutions, LLC
N/A—2,972-2,972-100%$525.1K———
Modern Wealth Management, LLC
N/A—2,911-2,911-100%$514.4K———
Pure Financial Advisors, LLC
N/A—2,870-2,870-100%$507.2K———
Ameritas Advisory Services, LLC
N/A—2,842-2,842-100%$502.2K———
Diversified Trust Co
N/A—2,784-2,784-100%$491.9K———
Kintra Wealth, LLC
N/A—2,678-2,678-100%$493.2K———
Alongside, LLC
N/A—2,675-2,675-100%$472.7K———
49 Wealth Management, LLC
N/A—2,675-2,675-100%$472.7K———
Bogart Wealth, LLC
N/A—2,673-2,673-100%$472.3K———
Fielder Capital Group LLC
N/A—2,640-2,640-100%$466.6K———
Smith, Moore & Co.
N/A—2,636-2,636-100%$465.8K———
Asahi Life Asset Management Co., Ltd.
N/A—2,635-2,635-100%$465.6K———
QRG Capital Management, Inc.
N/A—2,584-2,584-100%$456.6K———
Evelyn Partners Group Ltd
N/A—2,564-2,564-100%$452.7K———
Arkos Global Advisors
N/A—2,557-2,557-100%$452.0K———
CVA Family Office, LLC
N/A—2,512-2,512-100%$443.9K———
Cozad Asset Management Inc
N/A—2,488-2,488-100%$439.6K———
Allworth Financial LP
N/A—2,469-2,469-100%$436.4K———
Private Advisor Group, LLC
N/A—2,459-2,459-100%$434.6K———
Dixon Mitchell Investment Counsel Inc.
N/A—2,409-2,409-100%$425.6K———
Savvy Advisors, Inc.
N/A—2,402-2,402-100%$424.5K———
Ossiam
N/A—2,401-2,401-100%$424.2K———
West Family Investments, Inc.
N/A—2,388-2,388-100%$422.0K———
Geneos Wealth Management Inc.
N/A—2,365-2,365-100%$417.9K———
Bridgewater Advisors Inc.
N/A—2,359-2,359-100%$424.0K———
Arax Advisory Partners
N/A—2,291-2,291-100%$404.8K———
Atlas Capital Advisors Inc.
N/A—2,203-2,203-100%$389.3K———
Fund Advisors of America Inc
N/A—2,185-2,185-100%$386.1K———
Swiss RE LTD
N/A—2,149-2,149-100%$379.7K———
Seeds Investor LLC
N/A—2,102-2,102-100%$371.5K———
Hilltop Holdings Inc.
N/A—2,088-2,088-100%$369.0K———
Bluespring Wealth Management, LLC
N/A—2,087-2,087-100%$368.8K———
DRW Securities, LLC
N/A—2,082-2,082-100%$521.9K———
Riverpoint Wealth Management Holdings, LLC
N/A—2,075-2,075-100%$366.7K———
Donaldson Capital Management, LLC
N/A—2,058-2,058-100%$363.7K———
OneAscent Family Office, LLC
N/A—2,029-2,029-100%$358.5K———
Frisch Financial Group, Inc.
N/A—2,028-2,028-100%$358.3K———
Algert Global LLC
N/A—2,022-2,022-100%$356.9K———
CIBC Bancorp USA Inc.
N/A—2,017-2,017-100%$356.4K———
Bridges Investment Management Inc
N/A—2,000-2,000-100%$353.4K———
EP Wealth Advisors, LLC
N/A—1,977-1,977-100%$349.4K———
UBS Asset Management Americas LLC
N/A—1,828-1,828-100%$323.0K———
Ballentine Partners, LLC
N/A—1,819-1,819-100%$321.4K———
Hexagon Capital Partners LLC
N/A—1,815-1,815-100%$320.7K———
Empirical Asset Management, LLC
N/A—1,793-1,793-100%$316.8K———
Intrust Bank NA
N/A—1,765-1,765-100%$311.9K———
Venturi Wealth Management, LLC
N/A—1,714-1,714-100%$302.9K———
JTC Employer Solutions Trustee Ltd
N/A—1,707-1,707-100%$148———
PFG Investments, LLC
N/A—1,707-1,707-100%$301.7K———
Madison Asset Management, LLC
N/A—1,702-1,702-100%$300.7K———
RiverFront Investment Group, LLC
N/A—1,700-1,700-100%$300.4K———
Pinney & Scofield, Inc.
N/A—1,700-1,700-100%$300.4K———
Aldebaran Capital, LLC
N/A—1,700-1,700-100%$300.4K———
SEI Investments Co
N/A—1,691-1,691-100%$298.7K———
Natural Investments, LLC
N/A—1,627-1,627-100%$287.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,623-1,623-100%$286.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,614-1,614-100%$285.2K———
Operose Advisors LLC
N/A—1,606-1,606-100%$283.8K———
Ironwood Investment Counsel, LLC
N/A—1,605-1,605-100%$283.6K———
PDT Partners, LLC
N/A—1,600-1,600-100%$282.7K———
Campbell & Co Investment Adviser LLC
N/A—1,575-1,575-100%$278.3K———
NewEdge Advisors, LLC
N/A—1,564-1,564-100%$276.4K———
Pinebridge Investments LLC
N/A—1,560-1,560-100%$391.0K———
Measured Wealth Private Client Group, LLC
N/A—1,556-1,556-100%$274.9K———
Greykasell Wealth Strategies, Inc.
N/A—1,521-1,521-100%$268.8K———
ExodusPoint Capital Management, LP
N/A—1,520-1,520-100%$268.6K———
Beto Financial Group, LLC
N/A—1,518-1,518-100%$270.2K———
Mutual Advisors, LLC
N/A—1,448-1,448-100%$255.9K———
Argent Trust Co
N/A—1,417-1,417-100%$250.4K———
Winning Points Advisors, LLC
N/A—1,400-1,400-100%$247.4K———
Webster Bank, N. A.
N/A—1,400-1,400-100%$247.4K———
Medallion Wealth Advisors, LLC
N/A—1,388-1,388-100%$245.3K———
Arkadios Wealth Advisors
N/A—1,373-1,373-100%$242.6K———
BFC Planning, Inc.
N/A—1,366-1,366-100%$241.4K———
Rhumbline Advisers
N/A—1,320-1,320-100%$233.2K———
One Degree Advisors Inc
N/A—1,307-1,307-100%$232.0K———
Coldstream Capital Management Inc
N/A—1,290-1,290-100%$228.0K———
Wealthspire Advisors, LLC
N/A—1,273-1,273-100%$224.9K———
Waverly Advisors, LLC
N/A—1,243-1,243-100%$219.6K———
Gateway Wealth Partners, LLC
N/A—1,243-1,243-100%$219.7K———
Moneta Group Investment Advisors LLC
N/A—1,237-1,237-100%$218.6K———
Mawer Investment Management Ltd.
N/A—1,195-1,195-100%$211.2K———
SlateStone Wealth, LLC
N/A—1,177-1,177-100%$208.0K———
Global Retirement Partners, LLC
N/A—1,173-1,173-100%$207.3K———
Stephens Inc
N/A—1,158-1,158-100%$204.6K———
Johnson Financial Group, Inc.
N/A—1,138-1,138-100%$201.1K———
Hills Bank & Trust Co
N/A—1,000-1,000-100%$176.7K———
LOM Asset Management Ltd
N/A—930-930-100%$233.1K———
Danske Bank A/S
N/A—913-913-100%$160.8K———
N.E.W. Advisory Services LLC
N/A—858-858-100%$151.6K———
Huntington National Bank
N/A—837-837-100%$147.9K———
UMB Bank, n.a.
N/A—836-836-100%$147.7K———
Clearstead Advisors, LLC
N/A—798-798-100%$141.0K———
Smartleaf Asset Management LLC
N/A—787-787-100%$138.6K———
HM Payson & Co
N/A—762-762-100%$134.6K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—552-552-100%$97.2K———
Rothschild Investment LLC
N/A—516-516-100%$91.1K———
Corient IA LP
N/A—490-490-100%$86.6K———
Caldwell Sutter Capital, Inc.
N/A—442-442-100%$78.1K———
Basecamp Wealth Advisors LLC
N/A—417-417-100%$73.7K———
Crewe Advisors LLC
N/A—400-400-100%$70.7K———
Cary Street Partners Investment Advisory LLC
N/A—392-392-100%$69.3K———
Virtus Advisers, LLC
N/A—378-378-100%$94.8K———
Highland Investment Advisors LLC
N/A—355-355-100%$62.7K———
Institute for Wealth Management, Llc.
N/A—354-354-100%$62.6K———
Winch Advisory Services, LLC
N/A—350-350-100%$61.8K———
IAG Wealth Partners, LLC
N/A—335-335-100%$59.2K———
Capital Analysts, LLC
N/A—333-333-100%$59.0K———
LRI Investments, LLC
N/A—307-307-100%$54.2K———
JPL Wealth Management, LLC
N/A—301-301-100%$53.2K———
Truvestments Capital LLC
N/A—300-300-100%$53.0K———
Meramec Financial Planners, LLC
N/A—293-293-100%$52.3K———
Zions Bancorporation, National Association
N/A—278-278-100%$49.1K———
Bruce G. Allen Investments, LLC
N/A—178-178-100%$31.5K———
Tradewinds, Llc.
N/A—166-166-100%$257.5K———
Edmond de Rothschild Holding S.A.
N/A—160-160-100%$28.2K———
Tiaa Wealth Investment Management LLC
N/A—143-143-100%$25.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—134-134-100%$23.6K———
Kilter Group LLC
N/A—132-132-100%$23.3K———
BOK Financial Private Wealth, Inc.
N/A—75-75-100%$13.3K———
Cornerstone Financial Management LLC
N/A—65-65-100%$11.5K———
Penserra Capital Management LLC
N/A—51-51-100%$9.0K———
Financial Avengers, Inc.
N/A—50-50-100%$8.8K———
Raffa Wealth Management, LLC
N/A—49-49-100%$8.7K———
Colonial Trust Advisors
N/A—40-40-100%$7.1K———
Addison Advisors LLC
N/A—28-28-100%$4.9K———
Godfrey Financial Associates, Inc.
N/A—23-23-100%$4.1K———
Continuum Advisory, LLC
N/A—18-18-100%$3.2K———
Transamerica Financial Advisors, LLC
N/A—13-13-100%$2.3K———
Private Wealth Asset Management, LLC
N/A—12-12-100%$2.1K———
Hantz Financial Services, Inc.
N/A—12-12-100%$2———
Fiduciary Financial Advisors
N/A—10-10-100%$1.6K———
Dogwood Wealth Management LLC
N/A—9-9-100%$1.6K———
Marshall Investment Management, LLC
N/A—8-8-100%$1.4K———
Game Plan Financial Advisors, LLC
N/A—2-2-100%$353———
Walleye Capital LLC
N/A—1-1-100%$177———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 682 of 682 institutions