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Barclays PLC (BCS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares92,918,917 from 93,904,423
Change-985,506 (-1%)
Value$2.3B (-$267.1M)
Filed 2026-11-06
Acadian Asset Management LLC
DECREASED
Shares15,317,456 from 15,791,741
Change-474,285 (-3%)
Value$371.7M (-$52.4M)
Filed 2026-11-09
Dimensional Fund Advisors LP
INCREASED
Shares6,530,442 from 6,463,188
Change+67,254 (+1%)
Value$158.5M (-$15.1M)
Filed 2026-11-04
Todd Asset Management LLC
DECREASED
Shares2,427,806 from 2,679,864
Change-252,058 (-9%)
Value$58.9M (-$13.1M)
Filed 2026-10-27
Bank of Montreal
DECREASED
Shares2,121,849 from 2,587,965
Change-466,116 (-18%)
Value$51.5M (-$18.0M)
Filed 2026-11-09
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,200,203 from 1,180,408
Change+19,795 (+2%)
Value$29.1M (-$2.6M)
Filed 2026-10-05
Bank of New York Mellon Corp
INCREASED
Shares1,108,842 from 736,788
Change+372,054 (+51%)
Value$26.9M (+$7.1M)
Filed 2026-11-05
Cookson Peirce & Co Inc
DECREASED
Shares816,123 from 825,753
Change-9,630 (-1%)
Value$19.8M (-$2.4M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
DECREASED
Shares605,159 from 609,073
Change-3,914 (-1%)
Value$14.3M (-$2.3M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares520,267 from 485,127
Change+35,140 (+7%)
Value$12.6M (-$403.6K)
Filed 2026-11-02
Cambiar Investors LLC
DECREASED
Shares504,332 from 520,862
Change-16,530 (-3%)
Value$12.2M (-$1.8M)
Filed 2026-11-04
Nine Masts Capital Ltd
DECREASED
Shares492,064 from 493,965
Change-1,901 (0%)
Value$11.9M (-$1.3M)
Filed 2026-11-09
ACR Alpine Capital Research, LLC
DECREASED
Shares430,000 from 454,000
Change-24,000 (-5%)
Value$10.4M (-$1.8M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares399,811 from 577,210
Change-177,399 (-31%)
Value$9.7M (-$5.8M)
Filed 2026-11-06
Contravisory Investment Management, Inc.
DECREASED
Shares392,130 from 396,837
Change-4,707 (-1%)
Value$9.5M (-$1.1M)
Filed 2026-10-13
Leuthold Group, LLC
INCREASED
Shares344,872 from 316,950
Change+27,922 (+9%)
Value$8.4M (-$143.2K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares327,112 from 296,369
Change+30,743 (+10%)
Value$7.9M (-$21.5K)
Filed 2026-10-21
Ritholtz Wealth Management
INCREASED
Shares280,214 from 266,490
Change+13,724 (+5%)
Value$6.8M (-$357.1K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares256,075 from 337,452
Change-81,377 (-24%)
Value$6.2M (-$2.8M)
Filed 2026-11-05
Eagle Global Advisors LLC
DECREASED
Shares254,853 from 255,438
Change-585 (0%)
Value$6.2M (-$675.8K)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares251,502 from 264,570
Change-13,068 (-5%)
Value$6.1M (-$1.0M)
Filed 2026-10-21
Gradient Investments LLC
DECREASED
Shares225,795 from 228,174
Change-2,379 (-1%)
Value$5.5M (-$648.7K)
Filed 2026-10-08
Ethic Inc.
INCREASED
Shares217,736 from 196,777
Change+20,959 (+11%)
Value$5.3M (-$982)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares217,515 from 150,499
Change+67,016 (+45%)
Value$5.3M (+$1.2M)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares179,334 from 204,955
Change-25,621 (-12%)
Value$4.4M (-$1.2M)
Filed 2026-10-27
Squarepoint Ops LLC
INCREASED
Shares168,961 from 156,581
Change+12,380 (+8%)
Value$4.1M (-$105.1K)
Filed 2026-11-09
Capricorn Fund Managers Ltd
NEW
Shares165,701
Change+165,701
Value$4.0M
Filed 2026-11-03
Triasima Portfolio Management inc.
DECREASED
Shares162,380 from 182,245
Change-19,865 (-11%)
Value$3.9M (-$954.1K)
Filed 2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares158,286 from 165,211
Change-6,925 (-4%)
Value$3.8M (-$596.0K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares153,993 from 140,040
Change+13,953 (+10%)
Value$3.5M (-$487.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares153,993 from 140,040
Change+13,953 (+10%)
Value$3.5M (-$487.0K)
Filed 2026-10-20
GKV Capital Management Co., Inc.
INCREASED
Shares153,425 from 146,923
Change+6,502 (+4%)
Value$3.7M (-$222.7K)
Filed 2026-11-06
Quadrant Capital Group LLC
DECREASED
Shares151,454 from 151,456
Change-2 (0%)
Value$3.5M (-$575.6K)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares151,077
Change+151,077
Value$3.7M
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares140,804 from 133,234
Change+7,570 (+6%)
Value$3.4M (-$161.3K)
Filed 2026-11-06
Hantz Financial Services, Inc.
INCREASED
Shares135,600 from 125,997
Change+9,603 (+8%)
Value$3.3M (-$93.0K)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares128,026 from 57,802
Change+70,224 (+121%)
Value$3.1M (+$1.5M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares113,948 from 109,256
Change+4,692 (+4%)
Value$2.6M (-$387.3K)
Filed 2026-10-13
Imc-Chicago, LLC
INCREASED
Shares106,201 from 21,197
Change+85,004 (+401%)
Value$2.6M (+$2.0M)
Filed 2026-11-05
Hedges Asset Management LLC
DECREASED
Shares90,500 from 94,500
Change-4,000 (-4%)
Value$2.2M (-$341.8K)
Filed 2026-10-29
PVG Asset Management Corp
DECREASED
Shares90,376 from 90,728
Change-352 (0%)
Value$2.2M (-$243.5K)
Filed 2026-10-19
Compound Planning, Inc.
INCREASED
Shares89,980 from 83,327
Change+6,653 (+8%)
Value$2.2M (-$54.3K)
Filed 2026-11-09
Park Avenue Securities LLC
DECREASED
Shares82,326 from 173,182
Change-90,856 (-52%)
Value$2.0M (-$2.7M)
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares79,619 from 79,673
Change-54 (0%)
Value$1.9M (-$207.7K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW
Shares67,367
Change+67,367
Value$1.6M
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares66,727 from 66,685
Change+42 (+0%)
Value$1.6M (-$171.7K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
DECREASED
Shares62,931 from 114,599
Change-51,668 (-45%)
Value$1.5M (-$1.6M)
Filed 2026-11-02
Henry James International Management Inc.
DECREASED
Shares61,272 from 61,331
Change-59 (0%)
Value$1.5M (-$160.3K)
Filed 2026-10-14
Themes Management Co LLC
NEW
Shares61,209
Change+61,209
Value$1.5M
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares59,449 from 54,921
Change+4,528 (+8%)
Value$1.4M (-$32.4K)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares58,640 from 51,543
Change+7,097 (+14%)
Value$1.4M (+$38.7K)
Filed 2026-11-04
AdvisorShares Investments LLC
DECREASED
Shares57,829 from 63,481
Change-5,652 (-9%)
Value$1.4M (-$301.6K)
Filed 2026-11-09
Aaron Wealth Advisors LLC
INCREASED
Shares54,638 from 52,608
Change+2,030 (+4%)
Value$1.3M (-$87.0K)
Filed 2026-10-13
Atlas Capital Advisors Inc.
INCREASED
Shares53,223 from 51,917
Change+1,306 (+3%)
Value$1.6M (+$178.1K)
Filed 2026-11-09
Choreo, LLC
DECREASED
Shares48,836 from 50,647
Change-1,811 (-4%)
Value$1.2M (-$175.1K)
Filed 2026-10-28
Landmark Wealth Management, LLC
UNCHANGED
Shares47,900 from 47,900
Change0 (0%)
Value$1.2M (-$124.1K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares46,838 from 49,671
Change-2,833 (-6%)
Value$1.1M (-$197.4K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares44,343 from 48,839
Change-4,496 (-9%)
Value$1.1M (-$235.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares44,091 from 50,175
Change-6,084 (-12%)
Value$1.1M (-$277.6K)
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares41,431 from 46,032
Change-4,601 (-10%)
Value$1.0M (-$230.9K)
Filed 2026-10-22
Legacy Capital Group California, Inc.
DECREASED
Shares41,269 from 42,007
Change-738 (-2%)
Value$1.0M (-$126.7K)
Filed 2026-11-09
Legacy Wealth Asset Management, LLC
DECREASED
Shares40,869 from 41,335
Change-466 (-1%)
Value$991.9K (-$118.4K)
Filed 2026-10-09
Oppenheimer & Co Inc
DECREASED
Shares40,524 from 40,756
Change-232 (-1%)
Value$983.5K (-$111.2K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
INCREASED
Shares39,550 from 27,550
Change+12,000 (+44%)
Value$959.9K (+$219.9K)
Filed 2026-11-02
Sheets Smith Wealth Management
DECREASED
Shares39,403 from 39,467
Change-64 (0%)
Value$956.3K (-$103.8K)
Filed 2026-10-16
D'Orazio & Associates, Inc.
DECREASED
Shares39,192 from 39,374
Change-182 (0%)
Value$951.2K (-$106.4K)
Filed 2026-11-04
Baron Wealth Management LLC
DECREASED
Shares38,707 from 40,847
Change-2,140 (-5%)
Value$939.4K (-$157.7K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares35,396
Change+35,396
Value$859.1K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares35,372 from 37,563
Change-2,191 (-6%)
Value$858.5K (-$150.5K)
Filed 2026-10-27
Nilsine Partners, LLC
DECREASED
Shares35,045 from 37,009
Change-1,964 (-5%)
Value$850.5K (-$143.5K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares33,504 from 27,834
Change+5,670 (+20%)
Value$813.1K (+$65.5K)
Filed 2026-10-08
Truist Financial Corp
DECREASED
Shares33,149 from 35,246
Change-2,097 (-6%)
Value$804.5K (-$142.2K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares32,897 from 379,715
Change-346,818 (-91%)
Value$798.4K (-$9.4M)
Filed 2026-11-04
Burns Matteson Capital Management, LLC
DECREASED
Shares32,598 from 32,667
Change-69 (0%)
Value$791.2K (-$86.3K)
Filed 2026-10-16
Manske Wealth Management
DECREASED
Shares30,271 from 35,418
Change-5,147 (-15%)
Value$734.7K (-$216.7K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares30,064 from 29,142
Change+922 (+3%)
Value$729.7K (-$53.1K)
Filed 2026-10-21
Versant Capital Management, Inc
INCREASED
Shares28,807 from 26,542
Change+2,265 (+9%)
Value$699.1K (-$13.8K)
Filed 2026-10-02
Personal CFO Solutions, LLC
DECREASED
Shares27,899 from 31,188
Change-3,289 (-11%)
Value$677.1K (-$160.6K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares27,446 from 27,104
Change+342 (+1%)
Value$666.1K (-$61.9K)
Filed 2026-11-02
Profund Advisors LLC
INCREASED
Shares27,034 from 24,115
Change+2,919 (+12%)
Value$656.1K (+$8.4K)
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares26,228 from 25,916
Change+312 (+1%)
Value$636.6K (-$59.6K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares26,128 from 25,753
Change+375 (+1%)
Value$634.1K (-$57.6K)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares25,786 from 27,669
Change-1,883 (-7%)
Value$625.8K (-$117.4K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares25,633 from 24,992
Change+641 (+3%)
Value$622.0K (-$49.0K)
Filed 2026-11-02
Channing Global Advisors, LLC
DECREASED
Shares25,226 from 25,555
Change-329 (-1%)
Value$612.2K (-$74.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares24,981 from 13,443
Change+11,538 (+86%)
Value$606.3K (+$245.2K)
Filed 2026-11-02
William Blair Investment Management, LLC
DECREASED
Shares24,741 from 34,068
Change-9,327 (-27%)
Value$600.5K (-$314.6K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares24,711 from 24,085
Change+626 (+3%)
Value$599.7K (-$47.2K)
Filed 2026-10-08
BKM Wealth Management, LLC
DECREASED
Shares24,397 from 34,269
Change-9,872 (-29%)
Value$592.1K (-$328.3K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares24,304 from 25,065
Change-761 (-3%)
Value$589.9K (-$83.4K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares23,448 from 23,751
Change-303 (-1%)
Value$569.1K (-$68.9K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares23,424 from 9,617
Change+13,807 (+144%)
Value$568.5K (+$310.2K)
Filed 2026-11-05
Oakmont Investment Advisors, Inc.
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$558.2K (-$59.6K)
Filed 2026-10-21
Pzena Investment Management LLC
INCREASED
Shares22,582 from 20,525
Change+2,057 (+10%)
Value$548.1K (-$3.2K)
Filed 2026-10-30
Aprio Wealth Management, LLC
DECREASED
Shares22,302 from 22,816
Change-514 (-2%)
Value$541.3K (-$71.6K)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares22,129 from 26,201
Change-4,072 (-16%)
Value$537.1K (-$166.7K)
Filed 2026-10-14
State of Wyoming
DECREASED
Shares21,342 from 23,482
Change-2,140 (-9%)
Value$518.0K (-$112.8K)
Filed 2026-10-28
Diversified Enterprises, LLC
INCREASED
Shares21,305 from 21,058
Change+247 (+1%)
Value$517.1K (-$48.5K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares21,007 from 36,131
Change-15,124 (-42%)
Value$509.8K (-$460.7K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares20,669 from 21,688
Change-1,019 (-5%)
Value$501.6K (-$80.9K)
Filed 2026-11-03
Paladin Partners, LLC
INCREASED
Shares19,607 from 19,443
Change+164 (+1%)
Value$475.9K (-$46.4K)
Filed 2026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares19,264 from 19,264
Change0 (0%)
Value$467.5K (-$49.9K)
Filed 2026-10-23
Wealth Architects, LLC
DECREASED
Shares19,182 from 19,906
Change-724 (-4%)
Value$465.5K (-$69.1K)
Filed 2026-11-03
AlTi Global, Inc.
NEW
Shares19,125
Change+19,125
Value$464.2K
Filed 2026-11-09
EverSource Wealth Advisors, LLC
INCREASED
Shares18,899 from 14,680
Change+4,219 (+29%)
Value$458.7K (+$64.4K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares18,424 from 16,230
Change+2,194 (+14%)
Value$447.2K (+$11.2K)
Filed 2026-10-23
Old National Bancorp
DECREASED
Shares17,701 from 18,754
Change-1,053 (-6%)
Value$429.6K (-$74.1K)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares17,531 from 15,154
Change+2,377 (+16%)
Value$425.5K (+$18.4K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares17,231 from 15,639
Change+1,592 (+10%)
Value$418.1K (-$1.9K)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares17,214 from 15,567
Change+1,647 (+11%)
Value$417.8K (-$346)
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares17,110
Change+17,110
Value$415.3K
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares16,475 from 15,151
Change+1,324 (+9%)
Value$399.9K (-$7.1K)
Filed 2026-10-08
Ariadne Wealth Management, LP
DECREASED
Shares16,380 from 16,410
Change-30 (0%)
Value$397.5K (-$43.2K)
Filed 2026-11-06
Hardy Reed LLC
UNCHANGED
Shares16,378 from 16,378
Change0 (0%)
Value$397.5K (-$42.4K)
Filed 2026-11-06
Riversedge Advisors, LLC
INCREASED
Shares15,899 from 11,976
Change+3,923 (+33%)
Value$385.9K (+$64.2K)
Filed 2026-10-09
Sage Rhino Capital LLC
DECREASED
Shares15,402 from 15,816
Change-414 (-3%)
Value$373.8K (-$51.0K)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares15,284 from 14,113
Change+1,171 (+8%)
Value$370.9K (-$8.1K)
Filed 2026-10-26
Five Oceans Advisors
UNCHANGED
Shares15,223 from 15,223
Change0 (0%)
Value$369.5K (-$39.4K)
Filed 2026-10-22
Anchyra Partners LLC
INCREASED
Shares14,855 from 12,600
Change+2,255 (+18%)
Value$360.5K (+$22.1K)
Filed 2026-10-13
Syverson Strege & Co
INCREASED
Shares14,594 from 14,059
Change+535 (+4%)
Value$354.2K (-$23.4K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares14,433 from 12,704
Change+1,729 (+14%)
Value$350.3K (+$9.0K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares14,248 from 14,194
Change+54 (+0%)
Value$345.8K (-$35.5K)
Filed 2026-11-02
Canopy Partners, LLC
INCREASED
Shares14,020 from 13,901
Change+119 (+1%)
Value$340.3K (-$33.1K)
Filed 2026-10-28
55 North Private Wealth, LLC
INCREASED
Shares13,878 from 13,257
Change+621 (+5%)
Value$336.8K (-$19.3K)
Filed 2026-10-20
King Luther Capital Management Corp
DECREASED
Shares13,846 from 16,085
Change-2,239 (-14%)
Value$336.0K (-$96.0K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares13,743 from 14,577
Change-834 (-6%)
Value$333.5K (-$58.0K)
Filed 2026-10-28
Genus Capital Management Inc.
INCREASED
Shares13,655 from 13,205
Change+450 (+3%)
Value$331.4K (-$23.3K)
Filed 2026-11-04
Abel Hall, LLC
INCREASED
Shares13,460 from 13,329
Change+131 (+1%)
Value$326.7K (-$31.3K)
Filed 2026-10-19
Greenspring Advisors, LLC
INCREASED
Shares13,348 from 13,243
Change+105 (+1%)
Value$324.0K (-$31.7K)
Filed 2026-11-05
Trust Point Inc.
NEW
Shares13,267
Change+13,267
Value$322.0K
Filed 2026-10-27
West Family Investments, Inc.
DECREASED
Shares12,834 from 16,988
Change-4,154 (-24%)
Value$311.5K (-$144.8K)
Filed 2026-11-09
Drive Wealth Management, LLC
DECREASED
Shares12,176 from 14,742
Change-2,566 (-17%)
Value$295.5K (-$100.5K)
Filed 2026-11-09
Brighton Jones LLC
INCREASED
Shares12,166 from 10,625
Change+1,541 (+15%)
Value$295.3K (+$9.9K)
Filed 2026-11-03
MQS Management LLC
NEW
Shares11,948
Change+11,948
Value$290.0K
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares11,938 from 9,859
Change+2,079 (+21%)
Value$289.7K (+$24.9K)
Filed 2026-10-27
Moors & Cabot, Inc.
INCREASED
Shares11,665 from 11,380
Change+285 (+3%)
Value$283.1K (-$22.6K)
Filed 2026-11-06
Argos Wealth Advisors, LLC
UNCHANGED
Shares11,598 from 11,598
Change0 (0%)
Value$281.5K (-$30.0K)
Filed 2026-11-02
71 West Capital Partners
INCREASED
Shares11,587 from 11,445
Change+142 (+1%)
Value$281.2K (-$26.2K)
Filed 2026-11-04
Allworth Financial LP
NEW
Shares11,575
Change+11,575
Value$310.9K
Filed 2026-11-06
Bayforest Capital Ltd
INCREASED
Shares11,471 from 2,446
Change+9,025 (+369%)
Value$278.4K (+$212.7K)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares11,117 from 12,650
Change-1,533 (-12%)
Value$269.8K (-$70.0K)
Filed 2026-11-06
Gallacher Capital Management LLC
DECREASED
Shares11,040 from 22,907
Change-11,867 (-52%)
Value$267.9K (-$347.4K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares11,026 from 10,713
Change+313 (+3%)
Value$253.1K (-$41.3K)
Filed 2026-10-09
Cromwell Holdings LLC
UNCHANGED
Shares10,692 from 10,692
Change0 (0%)
Value$259.5K (-$27.7K)
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares10,542 from 9,123
Change+1,419 (+16%)
Value$255.9K (+$10.8K)
Filed 2026-10-14
Coldstream Capital Management Inc
DECREASED
Shares10,477 from 17,739
Change-7,262 (-41%)
Value$254.3K (-$222.2K)
Filed 2026-11-09
Brucke Financial, Inc.
INCREASED
Shares10,390 from 9,042
Change+1,348 (+15%)
Value$252.2K (+$9.3K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares10,378 from 10,349
Change+29 (+0%)
Value$251.9K (-$26.1K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
NEW
Shares10,005
Change+10,005
Value$242.8K
Filed 2026-10-13
Optas, LLC
INCREASED
Shares9,961 from 8,945
Change+1,016 (+11%)
Value$241.8K (+$1.5K)
Filed 2026-11-09
Perigon Wealth Management, LLC
DECREASED
Shares9,929 from 9,968
Change-39 (0%)
Value$241.0K (-$26.8K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares9,702 from 8,713
Change+989 (+11%)
Value$235.5K (+$1.4K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
INCREASED
Shares9,551 from 9,447
Change+104 (+1%)
Value$231.8K (-$21.9K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares9,414 from 8,373
Change+1,041 (+12%)
Value$228.5K (+$3.6K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares9,320 from 9,665
Change-345 (-4%)
Value$226.0K (-$34.0K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED
Shares9,244 from 9,790
Change-546 (-6%)
Value$224.4K (-$38.6K)
Filed 2026-10-29
Shrier Wealth Management, LLC
DECREASED
Shares9,107 from 9,852
Change-745 (-8%)
Value$221.0K (-$43.6K)
Filed 2026-10-20
Integrity Alliance, Llc.
NEW
Shares8,883
Change+8,883
Value$215.6K
Filed 2026-10-29
Werba Rubin Papier Wealth Management
DECREASED
Shares8,657 from 8,992
Change-335 (-4%)
Value$210.1K (-$31.4K)
Filed 2026-11-06
Pinnacle Associates LTD
UNCHANGED
Shares8,632 from 8,632
Change0 (0%)
Value$209.5K (-$22.4K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares8,374 from 8,374
Change0 (0%)
Value$203.2K (-$21.7K)
Filed 2026-10-23
Certuity, LLC
UNCHANGED
Shares8,369 from 8,369
Change0 (0%)
Value$203.1K (-$21.7K)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED
Shares7,910 from 10,115
Change-2,205 (-22%)
Value$192.0K (-$79.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares7,516 from 8,270
Change-754 (-9%)
Value$177.6K (-$48.0K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares6,746 from 9,196
Change-2,450 (-27%)
Value$163.7K (-$83.3K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares6,521
Change+6,521
Value$158.3K
Filed 2026-10-21
Hilltop National Bank
DECREASED
Shares6,268 from 7,594
Change-1,326 (-17%)
Value$152.1K (-$51.9K)
Filed 2026-10-14
Geneos Wealth Management Inc.
INCREASED
Shares6,254 from 126
Change+6,128 (+4863%)
Value$151.8K (+$148.4K)
Filed 2026-11-09
Atwood & Palmer Inc
INCREASED
Shares6,166 from 6,105
Change+61 (+1%)
Value$149.6K (-$14.3K)
Filed 2026-10-08
Grove Bank & Trust
INCREASED
Shares6,118 from 6,081
Change+37 (+1%)
Value$148.5K (-$14.9K)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares5,948 from 6,404
Change-456 (-7%)
Value$144.4K (-$27.7K)
Filed 2026-10-22
Private Trust Co NA
DECREASED
Shares5,696 from 6,114
Change-418 (-7%)
Value$138.2K (-$26.0K)
Filed 2026-10-20
GK Wealth Management LLC
DECREASED
Shares5,128 from 12,559
Change-7,431 (-59%)
Value$124.5K (-$212.8K)
Filed 2026-10-09
Bank of New Hampshire
UNCHANGED
Shares3,879 from 3,879
Change0 (0%)
Value$94.1K (-$10.0K)
Filed 2026-10-06
Bessemer Group Inc
INCREASED
Shares3,877 from 1,789
Change+2,088 (+117%)
Value$76.0K (+$76.0K)
Filed 2026-11-09
Ares Financial Consulting, LLC
INCREASED
Shares3,435 from 3,183
Change+252 (+8%)
Value$83.4K (-$2.1K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares3,345 from 2,857
Change+488 (+17%)
Value$81.2K (+$4.4K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares3,295 from 2,901
Change+394 (+14%)
Value$80.0K (+$2.0K)
Filed 2026-10-13
Elyxium Wealth, LLC
NEW
Shares3,034
Change+3,034
Value$73.6K
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares2,828 from 2,313
Change+515 (+22%)
Value$68.6K (+$6.5K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares2,534 from 2,795
Change-261 (-9%)
Value$61.5K (-$13.6K)
Filed 2026-10-13
Activest Wealth Management
UNCHANGED
Shares2,495 from 2,495
Change0 (0%)
Value$60.6K (-$6.5K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$58.5K (-$6.2K)
Filed 2026-10-05
UMB Bank, n.a.
UNCHANGED
Shares2,186 from 2,186
Change0 (0%)
Value$53.1K (-$5.7K)
Filed 2026-11-06
James T. Borello RIA
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$52.8K (-$5.6K)
Filed 2026-10-16
Summit Securities Group LLC
INCREASED
Shares2,100 from 300
Change+1,800 (+600%)
Value$51.0K (+$42.9K)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares2,087 from 2,176
Change-89 (-4%)
Value$50.7K (-$7.8K)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares2,068 from 1,948
Change+120 (+6%)
Value$50.2K (-$2.1K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$48.8K (-$6.0K)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$49.0K (-$5.0K)
Filed 2026-11-02
Zions Bancorporation, National Association
DECREASED
Shares1,995 from 2,284
Change-289 (-13%)
Value$48.4K (-$12.9K)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares1,897 from 5,159
Change-3,262 (-63%)
Value$46.0K (-$92.5K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares1,843 from 1,545
Change+298 (+19%)
Value$44.7K (+$3.2K)
Filed 2026-11-05
First Pacific Financial
INCREASED
Shares1,691 from 1,670
Change+21 (+1%)
Value$41.0K (-$3.8K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$40.8K (-$4.4K)
Filed 2026-11-03
Smithfield Trust Co
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$39 (-$44.0K)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,623 from 934
Change+689 (+74%)
Value$39.4K (+$14.3K)
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares1,560
Change+1,560
Value$38.0K
Filed 2026-10-02
Highline Wealth Partners LLC
INCREASED
Shares1,470 from 1,238
Change+232 (+19%)
Value$35.7K (+$2.4K)
Filed 2026-10-19
Advocate Investing Services LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$31.6K (-$3.4K)
Filed 2026-10-26
United Financial Planning Group LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$29.9K (-$3.2K)
Filed 2026-11-04
Bell Investment Advisors, Inc
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$29.8K (-$3.2K)
Filed 2026-10-29
Fairscale Capital, LLC
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$26.3K (-$5.4K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares1,157
Change+1,157
Value$28.1K
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares1,131 from 36
Change+1,095 (+3042%)
Value$27.4K (+$26.5K)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares1,111 from 210
Change+901 (+429%)
Value$27.0K (+$21.3K)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares1,023 from 1,591
Change-568 (-36%)
Value$24.8K (-$17.9K)
Filed 2026-10-26
POM Investment Strategies, LLC
NEW
Shares1,000
Change+1,000
Value$24.3K
Filed 2026-10-20
West Financial Advisors, LLC
NEW
Shares892
Change+892
Value$21.6K
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$21.3K (-$2.3K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
INCREASED
Shares828 from 664
Change+164 (+25%)
Value$20.1K (+$2.3K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
INCREASED
Shares771 from 667
Change+104 (+16%)
Value$18.7K (+$797)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$18.3K (-$2.0K)
Filed 2026-10-26
IFG Advisory, LLC
INCREASED
Shares754 from 745
Change+9 (+1%)
Value$18.3K (-$1.7K)
Filed 2026-11-09
TFC Financial Management, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$17.6K (-$1.9K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares698 from 1,288
Change-590 (-46%)
Value$16.9K (-$17.7K)
Filed 2026-10-30
Bare Financial Services, Inc
INCREASED
Shares678 from 596
Change+82 (+14%)
Value$16.5K (+$447)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares668 from 736
Change-68 (-9%)
Value$16.2K (-$3.6K)
Filed 2026-11-02
Financial Consulate, Inc
INCREASED
Shares641 from 610
Change+31 (+5%)
Value$15.6K (-$827)
Filed 2026-10-23
Cullen T Bankers, Inc.
INCREASED
Shares636 from 183
Change+453 (+248%)
Value$15.4K (+$10.5K)
Filed 2026-10-28
Central Trust Co
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$15.1K (-$1.6K)
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$14.6K (-$1.6K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares558 from 634
Change-76 (-12%)
Value$13.5K (-$3.5K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares544 from 567
Change-23 (-4%)
Value$13.2K (-$2.0K)
Filed 2026-10-07
Proathlete Wealth Management LLC
NEW
Shares542
Change+542
Value$13.2K
Filed 2026-10-15
Darwin Wealth Management, LLC
NEW
Shares525
Change+525
Value$12.8K
Filed 2026-11-09
Signature Equity Partners, LLC
DECREASED
Shares480 from 738
Change-258 (-35%)
Value$11.7K (-$8.2K)
Filed 2026-10-29
Dogwood Wealth Management LLC
DECREASED
Shares475 from 2,607
Change-2,132 (-82%)
Value$11.5K (-$58.5K)
Filed 2026-11-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$10.9K (-$1.2K)
Filed 2026-10-07
Vision Financial Markets LLC
DECREASED
Shares415 from 715
Change-300 (-42%)
Value$9.7K (-$9.8K)
Filed 2026-10-22
Creative Financial Designs Inc
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$9.9K (-$1.1K)
Filed 2026-11-04
City State Bank
NEW
Shares407
Change+407
Value$9.9K
Filed 2026-10-20
DecisionPoint Financial, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.5K (-$1.5K)
Filed 2026-10-27
Morse Asset Management, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.7K (-$1.0K)
Filed 2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$9.5K (-$1.0K)
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares387 from 437
Change-50 (-11%)
Value$9.4K (-$2.3K)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$9.3K (-$998)
Filed 2026-10-21
Kozak & Associates, Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$8.7K (-$1.7K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$8.0K (-$855)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares313
Change+313
Value$7.6K
Filed 2026-10-19
N.E.W. Advisory Services LLC
INCREASED
Shares313 from 182
Change+131 (+72%)
Value$7.6K (+$2.7K)
Filed 2026-11-09
Arlington Trust Co LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$7.6K (-$808)
Filed 2026-10-20
Burk Holdings LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$7.0K (-$744)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares273 from 291
Change-18 (-6%)
Value$6.6K (-$1.2K)
Filed 2026-10-08
Winch Advisory Services, LLC
INCREASED
Shares272 from 269
Change+3 (+1%)
Value$6.6K (-$618)
Filed 2026-11-06
Nemes Rush Group LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$6.4K (-$681)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$6.0K (-$645)
Filed 2026-10-16
Creative Capital Management Investments LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$6.0K (-$645)
Filed 2026-10-28
Jnba Financial Advisors
INCREASED
Shares240 from 145
Change+95 (+66%)
Value$5.8K (+$1.9K)
Filed 2026-11-03
American Capital Advisory, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$5.5K (-$591)
Filed 2026-10-28
Park Square Financial Group, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$5.5K (-$590)
Filed 2026-11-09
Buck Wealth Strategies, LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$5.4K (-$572)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$5.0K (-$536)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.9K (-$518)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$4.6K (-$492)
Filed 2026-10-20
MV Capital Management, Inc.
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$4.6K (-$489)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares187 from 198
Change-11 (-6%)
Value$4.5K (-$780)
Filed 2026-10-26
NFJ Investment Group, LLC
DECREASED
Shares173 from 183
Change-10 (-5%)
Value$4.2K (-$716)
Filed 2026-11-09
Pittenger & Anderson Inc
NEW
Shares169
Change+169
Value$4.1K
Filed 2026-11-02
Independence Bank of Kentucky
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$3.9K (-$415)
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$3.9K (-$412)
Filed 2026-10-30
Decker Retirement Planning Inc.
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$3.4K (-$359)
Filed 2026-10-19
City Holding Co
NEW
Shares133
Change+133
Value$3.2K
Filed 2026-10-19
Tounjian Advisory Partners, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$3.2K (-$342)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares131
Change+131
Value$3.2K
Filed 2026-10-28
Horizon Financial Services, LLC
DECREASED
Shares130 from 253
Change-123 (-49%)
Value$3.2K (-$3.6K)
Filed 2026-11-04
Motco
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$3.1K (-$326)
Filed 2026-11-09
Quent Capital, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$2.7K (-$553)
Filed 2026-11-09
Balance Wealth Partners LLC
NEW
Shares118
Change+118
Value$2.9K
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$2 (-$3.0K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$2.6K (-$278)
Filed 2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$2.5K (-$269)
Filed 2026-10-09
Fortitude Family Office, LLC
NEW
Shares95
Change+95
Value$2.3K
Filed 2026-10-14
Planning Strategies Inc.
NEW
Shares89
Change+89
Value$2.2K
Filed 2026-10-02
Gilpin Wealth Management, LLC
NEW
Shares89
Change+89
Value$2.2K
Filed 2026-10-09
Downshift Financial, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$2.1K (-$223)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$1.8K (-$192)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW
Shares66
Change+66
Value$1.6K
Filed 2026-10-15
Highland Investment Advisors LLC
INCREASED
Shares64 from 60
Change+4 (+7%)
Value$1.6K (-$59)
Filed 2026-11-09
DeDora Capital, Inc.
NEW
Shares56
Change+56
Value$1.4K
Filed 2026-10-26
Financial Network Wealth Advisors LLC
INCREASED
Shares55 from 25
Change+30 (+120%)
Value$1.3K (+$663)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Trust Co of Vermont
NEW
Shares45
Change+45
Value$1.1K
Filed 2026-10-21
Asset Dedication, LLC
DECREASED
Shares34 from 55
Change-21 (-38%)
Value$826 (-$652)
Filed 2026-11-03
Bayban
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$833 ($0)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$704 (-$75)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$607 (-$65)
Filed 2026-10-09
Godsey & Gibb, Inc
NEW
Shares19
Change+19
Value$462
Filed 2026-10-14
Center for Financial Planning, Inc.
NEW
Shares19
Change+19
Value$461
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$342 (-$61)
Filed 2026-10-16
StrongBox Wealth, LLC
NEW
Shares14
Change+14
Value$340
Filed 2026-11-02
Mondrian Investment Partners LTD
NEW
Shares9
Change+9
Value$204
Filed 2026-10-23
Rakuten Securities, Inc.
DECREASED
Shares7 from 62
Change-55 (-89%)
Value$170 (-$1.5K)
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares1 from 65
Change-64 (-98%)
Value$24 (-$1.7K)
Filed 2026-10-01
High Note Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$24 (-$3)
Filed 2026-10-27
Deutsche Bank Ag\
CLOSED
Shares0 from 155,821
Change-155,821 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-06
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 142,400
Change-142,400 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-04
Diversified Trust Co
CLOSED
Shares0 from 107,900
Change-107,900 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 94,453
Change-94,453 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-05
Evergreen Capital Management LLC
CLOSED
Shares0 from 36,931
Change-36,931 (-100%)
Value$0 (-$992.0K)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 30,587
Change-30,587 (-100%)
Value$0 (-$821.6K)
Filed 2026-11-05
Csenge Advisory Group
CLOSED
Shares0 from 14,072
Change-14,072 (-100%)
Value$0 (-$378.0K)
Filed 2026-11-04
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 13,957
Change-13,957 (-100%)
Value$0 (-$374.9K)
Filed 2026-11-02
Sowell Financial Services LLC
CLOSED
Shares0 from 13,814
Change-13,814 (-100%)
Value$0 (-$371.0K)
Filed 2026-10-23
Greenleaf Trust
CLOSED
Shares0 from 13,008
Change-13,008 (-100%)
Value$0 (-$349.4K)
Filed 2026-10-29
TD Private Client Wealth LLC
CLOSED
Shares0 from 11,624
Change-11,624 (-100%)
Value$0 (-$312.2K)
Filed 2026-10-28
Freestone Capital Holdings, LLC
CLOSED
Shares0 from 9,045
Change-9,045 (-100%)
Value$0 (-$243.0K)
Filed 2026-11-09
Bingham Private Wealth, LLC
CLOSED
Shares0 from 8,674
Change-8,674 (-100%)
Value$0 (-$233.0K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
CLOSED
Shares0 from 8,070
Change-8,070 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-30
Intelligence Driven Advisers, LLC
CLOSED
Shares0 from 8,036
Change-8,036 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-09
Angeles Wealth Management, LLC
CLOSED
Shares0 from 8,016
Change-8,016 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-26
Wesbanco Bank Inc
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$214.9K)
Filed 2026-11-04
Ascent Group, LLC
CLOSED
Shares0 from 7,597
Change-7,597 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-30
Seven Mile Advisory
CLOSED
Shares0 from 7,584
Change-7,584 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-22
Park National Corp
CLOSED
Shares0 from 7,571
Change-7,571 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-05
Atlatl Advisers LLC
CLOSED
Shares0 from 5,601
Change-5,601 (-100%)
Value$0 (-$150.4K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
CLOSED
Shares0 from 3,636
Change-3,636 (-100%)
Value$0 (-$97.7K)
Filed 2026-10-20
Richardson Financial Services Inc.
CLOSED
Shares0 from 3,523
Change-3,523 (-100%)
Value$0 (-$94.6K)
Filed 2026-10-30
Robinswood Financial LLC
CLOSED
Shares0 from 1,458
Change-1,458 (-100%)
Value$0 (-$39.2K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$32.2K)
Filed 2026-10-14
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$27.1K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 914
Change-914 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 391
Change-391 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-15
Kelleher Financial Advisors
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-06
Park Place Capital Corp
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-16
Southern Michigan Bank & Trust
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-19
Gill Capital Partners, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-13
Breakwater Investment Management
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-20
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$967)
Filed 2026-10-21
Monetary Solutions, Ltd
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$806)
Filed 2026-10-22
Stone House Investment Management, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$564)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$269)
Filed 2026-10-28
Morgan Stanley
N/A
Shares— from 15,259,089
Change-15,259,089 (-100%)
Value—
Norges Bank
N/A
Shares— from 11,250,000
Change-11,250,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,748,660
Change-9,748,660 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,000,077
Change-8,000,077 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,738,779
Change-7,738,779 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,589,769
Change-7,589,769 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 7,184,522
Change-7,184,522 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,994,045
Change-6,994,045 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,102,318
Change-5,102,318 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,775,813
Change-4,775,813 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,367,868
Change-4,367,868 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 3,975,718
Change-3,975,718 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,454,350
Change-3,454,350 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,297,371
Change-3,297,371 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,177,495
Change-3,177,495 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,143,962
Change-3,143,962 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,970,106
Change-2,970,106 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,804,383
Change-2,804,383 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,283,137
Change-2,283,137 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,206,641
Change-2,206,641 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,910,613
Change-1,910,613 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,688,920
Change-1,688,920 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,621,490
Change-1,621,490 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,420,489
Change-1,420,489 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,413,268
Change-1,413,268 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,372,648
Change-1,372,648 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 1,360,879
Change-1,360,879 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,326,688
Change-1,326,688 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,141,147
Change-1,141,147 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,127,612
Change-1,127,612 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,049,459
Change-1,049,459 (-100%)
Value—
Masters Capital Management LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 985,698
Change-985,698 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 920,411
Change-920,411 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 902,011
Change-902,011 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 865,699
Change-865,699 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 766,196
Change-766,196 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 756,039
Change-756,039 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 755,539
Change-755,539 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 720,643
Change-720,643 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 684,472
Change-684,472 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 666,231
Change-666,231 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 658,063
Change-658,063 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 611,390
Change-611,390 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 546,682
Change-546,682 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 520,293
Change-520,293 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 513,345
Change-513,345 (-100%)
Value—
UBS Group AG
N/A
Shares— from 454,601
Change-454,601 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 439,546
Change-439,546 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 426,997
Change-426,997 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 419,371
Change-419,371 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 369,624
Change-369,624 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 368,120
Change-368,120 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 340,142
Change-340,142 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 337,776
Change-337,776 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 332,203
Change-332,203 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 326,445
Change-326,445 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 318,822
Change-318,822 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 306,117
Change-306,117 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 305,135
Change-305,135 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 295,930
Change-295,930 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 292,061
Change-292,061 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 288,194
Change-288,194 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 282,359
Change-282,359 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 274,427
Change-274,427 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 272,283
Change-272,283 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 262,069
Change-262,069 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 257,307
Change-257,307 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 251,211
Change-251,211 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 245,801
Change-245,801 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 225,422
Change-225,422 (-100%)
Value—
Philadelphia Financial Management of San Francisco, LLC
N/A
Shares— from 207,000
Change-207,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 204,986
Change-204,986 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 191,650
Change-191,650 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 185,106
Change-185,106 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 184,104
Change-184,104 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 179,081
Change-179,081 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 169,118
Change-169,118 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 153,563
Change-153,563 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 149,149
Change-149,149 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 138,462
Change-138,462 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 134,871
Change-134,871 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 133,696
Change-133,696 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 131,030
Change-131,030 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 129,314
Change-129,314 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 128,042
Change-128,042 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 124,618
Change-124,618 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 120,095
Change-120,095 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 115,017
Change-115,017 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 113,600
Change-113,600 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 112,057
Change-112,057 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 107,597
Change-107,597 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 106,957
Change-106,957 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 106,442
Change-106,442 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 105,124
Change-105,124 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 101,840
Change-101,840 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 96,343
Change-96,343 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 94,200
Change-94,200 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 91,396
Change-91,396 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 87,548
Change-87,548 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 80,317
Change-80,317 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 79,868
Change-79,868 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 79,737
Change-79,737 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 77,160
Change-77,160 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 74,160
Change-74,160 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 73,442
Change-73,442 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 67,232
Change-67,232 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 67,039
Change-67,039 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 62,849
Change-62,849 (-100%)
Value—
&partners
N/A
Shares— from 62,824
Change-62,824 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 60,173
Change-60,173 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 59,744
Change-59,744 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 59,618
Change-59,618 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 58,462
Change-58,462 (-100%)
Value—
CSS LLC
N/A
Shares— from 56,466
Change-56,466 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,571
Change-54,571 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 54,333
Change-54,333 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 52,498
Change-52,498 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 50,299
Change-50,299 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 48,694
Change-48,694 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 47,065
Change-47,065 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 46,621
Change-46,621 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 46,008
Change-46,008 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 45,188
Change-45,188 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 43,339
Change-43,339 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 41,005
Change-41,005 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 40,586
Change-40,586 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 40,295
Change-40,295 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 39,686
Change-39,686 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 39,591
Change-39,591 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 37,100
Change-37,100 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 37,041
Change-37,041 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 35,774
Change-35,774 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 34,667
Change-34,667 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 34,502
Change-34,502 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 32,343
Change-32,343 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 31,952
Change-31,952 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 30,637
Change-30,637 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 30,050
Change-30,050 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 29,264
Change-29,264 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 28,447
Change-28,447 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 27,001
Change-27,001 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 26,069
Change-26,069 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 25,839
Change-25,839 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 24,751
Change-24,751 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 24,663
Change-24,663 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 24,230
Change-24,230 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 24,106
Change-24,106 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,993
Change-23,993 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 23,555
Change-23,555 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 23,173
Change-23,173 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 20,697
Change-20,697 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 19,636
Change-19,636 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 19,308
Change-19,308 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 18,819
Change-18,819 (-100%)
Value—
Blair William & Co
N/A
Shares— from 18,594
Change-18,594 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 18,375
Change-18,375 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,046
Change-18,046 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,271
Change-17,271 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,685
Change-16,685 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,684
Change-16,684 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,390
Change-16,390 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 16,191
Change-16,191 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,068
Change-16,068 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,871
Change-14,871 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 13,437
Change-13,437 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 13,338
Change-13,338 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,886
Change-12,886 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 12,772
Change-12,772 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 12,378
Change-12,378 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,142
Change-12,142 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,828
Change-11,828 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,566
Change-11,566 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,651
Change-10,651 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 10,614
Change-10,614 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 10,237
Change-10,237 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,196
Change-10,196 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 9,746
Change-9,746 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,399
Change-5,399 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 914
Change-914 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 892
Change-892 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 653
Change-653 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 594
Change-594 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 514
Change-514 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 472
Change-472 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 427
Change-427 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 383
Change-383 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 351
Change-351 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 346
Change-346 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 334
Change-334 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 124
Change-124 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 66
Change-66 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED92,918,91793,904,423-985,506-1%$2.5B$2.3B-$267.1M2026-11-06
Acadian Asset Management LLC
DECREASED15,317,45615,791,741-474,285-3%$424.1M$371.7M-$52.4M2026-11-09
Dimensional Fund Advisors LP
INCREASED6,530,4426,463,188+67,254+1%$173.6M$158.5M-$15.1M2026-11-04
Todd Asset Management LLC
DECREASED2,427,8062,679,864-252,058-9%$72.0M$58.9M-$13.1M2026-10-27
Bank of Montreal
DECREASED2,121,8492,587,965-466,116-18%$69.5M$51.5M-$18.0M2026-11-09
Ferguson Wellman Capital Management, Inc
INCREASED1,200,2031,180,408+19,795+2%$31.7M$29.1M-$2.6M2026-10-05
Bank of New York Mellon Corp
INCREASED1,108,842736,788+372,054+51%$19.8M$26.9M+$7.1M2026-11-05
Cookson Peirce & Co Inc
DECREASED816,123825,753-9,630-1%$22.2M$19.8M-$2.4M2026-10-30
Allspring Global Investments Holdings, LLC
DECREASED605,159609,073-3,914-1%$16.6M$14.3M-$2.3M2026-11-04
Creative Planning
INCREASED520,267485,127+35,140+7%$13.0M$12.6M-$403.6K2026-11-02
Cambiar Investors LLC
DECREASED504,332520,862-16,530-3%$14.0M$12.2M-$1.8M2026-11-04
Nine Masts Capital Ltd
DECREASED492,064493,965-1,9010%$13.3M$11.9M-$1.3M2026-11-09
ACR Alpine Capital Research, LLC
DECREASED430,000454,000-24,000-5%$12.2M$10.4M-$1.8M2026-11-02
LPL Financial LLC
DECREASED399,811577,210-177,399-31%$15.5M$9.7M-$5.8M2026-11-06
Contravisory Investment Management, Inc.
DECREASED392,130396,837-4,707-1%$10.7M$9.5M-$1.1M2026-10-13
Leuthold Group, LLC
INCREASED344,872316,950+27,922+9%$8.5M$8.4M-$143.2K2026-11-04
Assetmark, Inc
INCREASED327,112296,369+30,743+10%$8.0M$7.9M-$21.5K2026-10-21
Ritholtz Wealth Management
INCREASED280,214266,490+13,724+5%$7.2M$6.8M-$357.1K2026-11-05
US Bancorp \de\
DECREASED256,075337,452-81,377-24%$9.1M$6.2M-$2.8M2026-11-05
Eagle Global Advisors LLC
DECREASED254,853255,438-5850%$6.9M$6.2M-$675.8K2026-11-02
Crossmark Global Holdings, Inc.
DECREASED251,502264,570-13,068-5%$7.1M$6.1M-$1.0M2026-10-21
Gradient Investments LLC
DECREASED225,795228,174-2,379-1%$6.1M$5.5M-$648.7K2026-10-08
Ethic Inc.
INCREASED217,736196,777+20,959+11%$5.3M$5.3M-$9822026-11-03
Russell Investments Group, Ltd.
INCREASED217,515150,499+67,016+45%$4.0M$5.3M+$1.2M2026-11-06
Oppenheimer Asset Management Inc.
DECREASED179,334204,955-25,621-12%$5.5M$4.4M-$1.2M2026-10-27
Squarepoint Ops LLC
INCREASED168,961156,581+12,380+8%$4.2M$4.1M-$105.1K2026-11-09
Capricorn Fund Managers Ltd
NEW165,701—+165,701——$4.0M—2026-11-03
Triasima Portfolio Management inc.
DECREASED162,380182,245-19,865-11%$4.9M$3.9M-$954.1K2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED158,286165,211-6,925-4%$4.4M$3.8M-$596.0K2026-10-30
Diversify Advisory Services, LLC
INCREASED153,993140,040+13,953+10%$4.0M$3.5M-$487.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED153,993140,040+13,953+10%$4.0M$3.5M-$487.0K2026-10-20
GKV Capital Management Co., Inc.
INCREASED153,425146,923+6,502+4%$3.9M$3.7M-$222.7K2026-11-06
Quadrant Capital Group LLC
DECREASED151,454151,456-20%$4.1M$3.5M-$575.6K2026-10-20
Vise Technologies, Inc.
NEW151,077—+151,077——$3.7M—2026-10-29
PNC Financial Services Group, Inc.
INCREASED140,804133,234+7,570+6%$3.6M$3.4M-$161.3K2026-11-06
Hantz Financial Services, Inc.
INCREASED135,600125,997+9,603+8%$3.4M$3.3M-$93.0K2026-11-09
Savant Capital, LLC
INCREASED128,02657,802+70,224+121%$1.6M$3.1M+$1.5M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED113,948109,256+4,692+4%$3.0M$2.6M-$387.3K2026-10-13
Imc-Chicago, LLC
INCREASED106,20121,197+85,004+401%$569.4K$2.6M+$2.0M2026-11-05
Hedges Asset Management LLC
DECREASED90,50094,500-4,000-4%$2.5M$2.2M-$341.8K2026-10-29
PVG Asset Management Corp
DECREASED90,37690,728-3520%$2.4M$2.2M-$243.5K2026-10-19
Compound Planning, Inc.
INCREASED89,98083,327+6,653+8%$2.2M$2.2M-$54.3K2026-11-09
Park Avenue Securities LLC
DECREASED82,326173,182-90,856-52%$4.7M$2.0M-$2.7M2026-10-26
Signaturefd, LLC
DECREASED79,61979,673-540%$2.1M$1.9M-$207.7K2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW67,367—+67,367——$1.6M—2026-10-16
Merit Financial Group, LLC
INCREASED66,72766,685+42+0%$1.8M$1.6M-$171.7K2026-11-06
GC Wealth Management RIA, LLC
DECREASED62,931114,599-51,668-45%$3.1M$1.5M-$1.6M2026-11-02
Henry James International Management Inc.
DECREASED61,27261,331-590%$1.6M$1.5M-$160.3K2026-10-14
Themes Management Co LLC
NEW61,209—+61,209——$1.5M—2026-10-29
Kathmere Capital Management, LLC
INCREASED59,44954,921+4,528+8%$1.5M$1.4M-$32.4K2026-10-20
Keybank National Association
INCREASED58,64051,543+7,097+14%$1.4M$1.4M+$38.7K2026-11-04
AdvisorShares Investments LLC
DECREASED57,82963,481-5,652-9%$1.7M$1.4M-$301.6K2026-11-09
Aaron Wealth Advisors LLC
INCREASED54,63852,608+2,030+4%$1.4M$1.3M-$87.0K2026-10-13
Atlas Capital Advisors Inc.
INCREASED53,22351,917+1,306+3%$1.4M$1.6M+$178.1K2026-11-09
Choreo, LLC
DECREASED48,83650,647-1,811-4%$1.4M$1.2M-$175.1K2026-10-28
Landmark Wealth Management, LLC
UNCHANGED47,90047,90000%$1.3M$1.2M-$124.1K2026-11-03
Fifth Third Bancorp
DECREASED46,83849,671-2,833-6%$1.3M$1.1M-$197.4K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED44,34348,839-4,496-9%$1.3M$1.1M-$235.6K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED44,09150,175-6,084-12%$1.3M$1.1M-$277.6K2026-10-16
Sterling Capital Management LLC
DECREASED41,43146,032-4,601-10%$1.2M$1.0M-$230.9K2026-10-22
Legacy Capital Group California, Inc.
DECREASED41,26942,007-738-2%$1.1M$1.0M-$126.7K2026-11-09
Legacy Wealth Asset Management, LLC
DECREASED40,86941,335-466-1%$1.1M$991.9K-$118.4K2026-10-09
Oppenheimer & Co Inc
DECREASED40,52440,756-232-1%$1.1M$983.5K-$111.2K2026-10-26
Pekin Hardy Strauss, Inc.
INCREASED39,55027,550+12,000+44%$740.0K$959.9K+$219.9K2026-11-02
Sheets Smith Wealth Management
DECREASED39,40339,467-640%$1.1M$956.3K-$103.8K2026-10-16
D'Orazio & Associates, Inc.
DECREASED39,19239,374-1820%$1.1M$951.2K-$106.4K2026-11-04
Baron Wealth Management LLC
DECREASED38,70740,847-2,140-5%$1.1M$939.4K-$157.7K2026-10-27
Provenance Wealth Advisors, LLC
NEW35,396—+35,396——$859.1K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED35,37237,563-2,191-6%$1.0M$858.5K-$150.5K2026-10-27
Nilsine Partners, LLC
DECREASED35,04537,009-1,964-5%$994.1K$850.5K-$143.5K2026-11-02
Farther Finance Advisors, LLC
INCREASED33,50427,834+5,670+20%$747.6K$813.1K+$65.5K2026-10-08
Truist Financial Corp
DECREASED33,14935,246-2,097-6%$946.7K$804.5K-$142.2K2026-10-30
Citigroup Inc
DECREASED32,897379,715-346,818-91%$10.2M$798.4K-$9.4M2026-11-04
Burns Matteson Capital Management, LLC
DECREASED32,59832,667-690%$877.4K$791.2K-$86.3K2026-10-16
Manske Wealth Management
DECREASED30,27135,418-5,147-15%$951.3K$734.7K-$216.7K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED30,06429,142+922+3%$782.8K$729.7K-$53.1K2026-10-21
Versant Capital Management, Inc
INCREASED28,80726,542+2,265+9%$712.9K$699.1K-$13.8K2026-10-02
Personal CFO Solutions, LLC
DECREASED27,89931,188-3,289-11%$837.7K$677.1K-$160.6K2026-11-06
Commonwealth Equity Services, LLC
INCREASED27,44627,104+342+1%$728.0K$666.1K-$61.9K2026-11-02
Profund Advisors LLC
INCREASED27,03424,115+2,919+12%$647.7K$656.1K+$8.4K2026-10-29
HUB Investment Partners, LLC
INCREASED26,22825,916+312+1%$696.1K$636.6K-$59.6K2026-11-03
PDS Planning, Inc
INCREASED26,12825,753+375+1%$691.7K$634.1K-$57.6K2026-11-03
HB Wealth Management, LLC
DECREASED25,78627,669-1,883-7%$743.2K$625.8K-$117.4K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED25,63324,992+641+3%$671.0K$622.0K-$49.0K2026-11-02
Channing Global Advisors, LLC
DECREASED25,22625,555-329-1%$686.4K$612.2K-$74.2K2026-11-03
Kestra Advisory Services, LLC
INCREASED24,98113,443+11,538+86%$361.1K$606.3K+$245.2K2026-11-02
William Blair Investment Management, LLC
DECREASED24,74134,068-9,327-27%$915.1K$600.5K-$314.6K2026-11-06
Gamma Investing LLC
INCREASED24,71124,085+626+3%$646.9K$599.7K-$47.2K2026-10-08
BKM Wealth Management, LLC
DECREASED24,39734,269-9,872-29%$920.5K$592.1K-$328.3K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED24,30425,065-761-3%$673.3K$589.9K-$83.4K2026-10-22
Parallel Advisors, LLC
DECREASED23,44823,751-303-1%$638.0K$569.1K-$68.9K2026-11-03
First Command Advisory Services, Inc.
INCREASED23,4249,617+13,807+144%$258.3K$568.5K+$310.2K2026-11-05
Oakmont Investment Advisors, Inc.
UNCHANGED23,00023,00000%$617.8K$558.2K-$59.6K2026-10-21
Pzena Investment Management LLC
INCREASED22,58220,525+2,057+10%$551.3K$548.1K-$3.2K2026-10-30
Aprio Wealth Management, LLC
DECREASED22,30222,816-514-2%$612.8K$541.3K-$71.6K2026-10-28
Davenport & Co LLC
DECREASED22,12926,201-4,072-16%$703.8K$537.1K-$166.7K2026-10-14
State of Wyoming
DECREASED21,34223,482-2,140-9%$630.7K$518.0K-$112.8K2026-10-28
Diversified Enterprises, LLC
INCREASED21,30521,058+247+1%$565.6K$517.1K-$48.5K2026-10-19
Blue Trust, Inc.
DECREASED21,00736,131-15,124-42%$970.5K$509.8K-$460.7K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED20,66921,688-1,019-5%$582.5K$501.6K-$80.9K2026-11-03
Paladin Partners, LLC
INCREASED19,60719,443+164+1%$522.2K$475.9K-$46.4K2026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED19,26419,26400%$517.4K$467.5K-$49.9K2026-10-23
Wealth Architects, LLC
DECREASED19,18219,906-724-4%$534.7K$465.5K-$69.1K2026-11-03
AlTi Global, Inc.
NEW19,125—+19,125——$464.2K—2026-11-09
EverSource Wealth Advisors, LLC
INCREASED18,89914,680+4,219+29%$394.3K$458.7K+$64.4K2026-11-04
Apollon Wealth Management, LLC
INCREASED18,42416,230+2,194+14%$435.9K$447.2K+$11.2K2026-10-23
Old National Bancorp
DECREASED17,70118,754-1,053-6%$503.7K$429.6K-$74.1K2026-10-20
May Hill Capital, LLC
INCREASED17,53115,154+2,377+16%$407.0K$425.5K+$18.4K2026-11-03
Clearstead Advisors, LLC
INCREASED17,23115,639+1,592+10%$420.1K$418.1K-$1.9K2026-11-06
Xponance LLC
INCREASED17,21415,567+1,647+11%$418.1K$417.8K-$3462026-11-03
Rose Capital Advisors LLC
NEW17,110—+17,110——$415.3K—2026-11-04
Valeo Financial Advisors, LLC
INCREASED16,47515,151+1,324+9%$407.0K$399.9K-$7.1K2026-10-08
Ariadne Wealth Management, LP
DECREASED16,38016,410-300%$440.8K$397.5K-$43.2K2026-11-06
Hardy Reed LLC
UNCHANGED16,37816,37800%$439.9K$397.5K-$42.4K2026-11-06
Riversedge Advisors, LLC
INCREASED15,89911,976+3,923+33%$321.7K$385.9K+$64.2K2026-10-09
Sage Rhino Capital LLC
DECREASED15,40215,816-414-3%$424.8K$373.8K-$51.0K2026-10-28
SYM Financial Corp
INCREASED15,28414,113+1,171+8%$379.1K$370.9K-$8.1K2026-10-26
Five Oceans Advisors
UNCHANGED15,22315,22300%$408.9K$369.5K-$39.4K2026-10-22
Anchyra Partners LLC
INCREASED14,85512,600+2,255+18%$338.4K$360.5K+$22.1K2026-10-13
Syverson Strege & Co
INCREASED14,59414,059+535+4%$377.6K$354.2K-$23.4K2026-11-02
Lido Advisors, LLC
INCREASED14,43312,704+1,729+14%$341.2K$350.3K+$9.0K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED14,24814,194+54+0%$381.3K$345.8K-$35.5K2026-11-02
Canopy Partners, LLC
INCREASED14,02013,901+119+1%$373.4K$340.3K-$33.1K2026-10-28
55 North Private Wealth, LLC
INCREASED13,87813,257+621+5%$356.1K$336.8K-$19.3K2026-10-20
King Luther Capital Management Corp
DECREASED13,84616,085-2,239-14%$432.0K$336.0K-$96.0K2026-11-05
Modera Wealth Management, LLC
DECREASED13,74314,577-834-6%$391.5K$333.5K-$58.0K2026-10-28
Genus Capital Management Inc.
INCREASED13,65513,205+450+3%$354.7K$331.4K-$23.3K2026-11-04
Abel Hall, LLC
INCREASED13,46013,329+131+1%$358.0K$326.7K-$31.3K2026-10-19
Greenspring Advisors, LLC
INCREASED13,34813,243+105+1%$355.7K$324.0K-$31.7K2026-11-05
Trust Point Inc.
NEW13,267—+13,267——$322.0K—2026-10-27
West Family Investments, Inc.
DECREASED12,83416,988-4,154-24%$456.3K$311.5K-$144.8K2026-11-09
Drive Wealth Management, LLC
DECREASED12,17614,742-2,566-17%$396.0K$295.5K-$100.5K2026-11-09
Brighton Jones LLC
INCREASED12,16610,625+1,541+15%$285.4K$295.3K+$9.9K2026-11-03
MQS Management LLC
NEW11,948—+11,948——$290.0K—2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED11,9389,859+2,079+21%$264.8K$289.7K+$24.9K2026-10-27
Moors & Cabot, Inc.
INCREASED11,66511,380+285+3%$305.7K$283.1K-$22.6K2026-11-06
Argos Wealth Advisors, LLC
UNCHANGED11,59811,59800%$311.5K$281.5K-$30.0K2026-11-02
71 West Capital Partners
INCREASED11,58711,445+142+1%$307.4K$281.2K-$26.2K2026-11-04
Allworth Financial LP
NEW11,575—+11,575——$310.9K—2026-11-06
Bayforest Capital Ltd
INCREASED11,4712,446+9,025+369%$65.7K$278.4K+$212.7K2026-11-03
Level Four Advisory Services, LLC
DECREASED11,11712,650-1,533-12%$339.8K$269.8K-$70.0K2026-11-06
Gallacher Capital Management LLC
DECREASED11,04022,907-11,867-52%$615.3K$267.9K-$347.4K2026-10-30
Wedmont Private Capital
INCREASED11,02610,713+313+3%$294.4K$253.1K-$41.3K2026-10-09
Cromwell Holdings LLC
UNCHANGED10,69210,69200%$287.2K$259.5K-$27.7K2026-10-28
Fulton Bank, N.A.
INCREASED10,5429,123+1,419+16%$245.0K$255.9K+$10.8K2026-10-14
Coldstream Capital Management Inc
DECREASED10,47717,739-7,262-41%$476.5K$254.3K-$222.2K2026-11-09
Brucke Financial, Inc.
INCREASED10,3909,042+1,348+15%$242.9K$252.2K+$9.3K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED10,37810,349+29+0%$278.0K$251.9K-$26.1K2026-10-20
Dynamic Advisor Solutions LLC
NEW10,005—+10,005——$242.8K—2026-10-13
Optas, LLC
INCREASED9,9618,945+1,016+11%$240.3K$241.8K+$1.5K2026-11-09
Perigon Wealth Management, LLC
DECREASED9,9299,968-390%$267.7K$241.0K-$26.8K2026-10-22
Resonant Capital Advisors, LLC
INCREASED9,7028,713+989+11%$234.0K$235.5K+$1.4K2026-10-15
Endeavor Private Wealth, Inc.
INCREASED9,5519,447+104+1%$253.8K$231.8K-$21.9K2026-11-05
Facet Wealth, Inc.
INCREASED9,4148,373+1,041+12%$224.9K$228.5K+$3.6K2026-11-04
Wedbush Securities Inc
DECREASED9,3209,665-345-4%$260.0K$226.0K-$34.0K2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED9,2449,790-546-6%$263.0K$224.4K-$38.6K2026-10-29
Shrier Wealth Management, LLC
DECREASED9,1079,852-745-8%$264.6K$221.0K-$43.6K2026-10-20
Integrity Alliance, Llc.
NEW8,883—+8,883——$215.6K—2026-10-29
Werba Rubin Papier Wealth Management
DECREASED8,6578,992-335-4%$241.5K$210.1K-$31.4K2026-11-06
Pinnacle Associates LTD
UNCHANGED8,6328,63200%$231.9K$209.5K-$22.4K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED8,3748,37400%$224.9K$203.2K-$21.7K2026-10-23
Certuity, LLC
UNCHANGED8,3698,36900%$224.8K$203.1K-$21.7K2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED7,91010,115-2,205-22%$271.7K$192.0K-$79.7K2026-11-05
TD Waterhouse Canada Inc.
DECREASED7,5168,270-754-9%$225.6K$177.6K-$48.0K2026-10-16
IFP Advisors, Inc
DECREASED6,7469,196-2,450-27%$247.0K$163.7K-$83.3K2026-10-16
Root Financial Partners, LLC
NEW6,521—+6,521——$158.3K—2026-10-21
Hilltop National Bank
DECREASED6,2687,594-1,326-17%$204.0K$152.1K-$51.9K2026-10-14
Geneos Wealth Management Inc.
INCREASED6,254126+6,128+4863%$3.4K$151.8K+$148.4K2026-11-09
Atwood & Palmer Inc
INCREASED6,1666,105+61+1%$164.0K$149.6K-$14.3K2026-10-08
Grove Bank & Trust
INCREASED6,1186,081+37+1%$163.3K$148.5K-$14.9K2026-10-08
SBI Securities Co., Ltd.
DECREASED5,9486,404-456-7%$172.0K$144.4K-$27.7K2026-10-22
Private Trust Co NA
DECREASED5,6966,114-418-7%$164.2K$138.2K-$26.0K2026-10-20
GK Wealth Management LLC
DECREASED5,12812,559-7,431-59%$337.3K$124.5K-$212.8K2026-10-09
Bank of New Hampshire
UNCHANGED3,8793,87900%$104.2K$94.1K-$10.0K2026-10-06
Bessemer Group Inc
INCREASED3,8771,789+2,088+117%$47$76.0K+$76.0K2026-11-09
Ares Financial Consulting, LLC
INCREASED3,4353,183+252+8%$85.5K$83.4K-$2.1K2026-10-19
Mather Group, Llc.
INCREASED3,3452,857+488+17%$76.7K$81.2K+$4.4K2026-10-14
True Wealth Design, LLC
INCREASED3,2952,901+394+14%$77.9K$80.0K+$2.0K2026-10-13
Elyxium Wealth, LLC
NEW3,034—+3,034——$73.6K—2026-10-27
Parkside Financial Bank & Trust
INCREASED2,8282,313+515+22%$62.1K$68.6K+$6.5K2026-10-27
Cape Investment Advisory, Inc.
DECREASED2,5342,795-261-9%$75.1K$61.5K-$13.6K2026-10-13
Activest Wealth Management
UNCHANGED2,4952,49500%$67.0K$60.6K-$6.5K2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED2,4102,41000%$64.7K$58.5K-$6.2K2026-10-05
UMB Bank, n.a.
UNCHANGED2,1862,18600%$58.7K$53.1K-$5.7K2026-11-06
James T. Borello RIA
UNCHANGED2,1762,17600%$58.4K$52.8K-$5.6K2026-10-16
Summit Securities Group LLC
INCREASED2,100300+1,800+600%$8.1K$51.0K+$42.9K2026-11-05
WPG Advisers, LLC
DECREASED2,0872,176-89-4%$58.4K$50.7K-$7.8K2026-10-27
SJS Investment Consulting Inc.
INCREASED2,0681,948+120+6%$52.3K$50.2K-$2.1K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED2,0122,01200%$54.9K$48.8K-$6.0K2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED2,0002,00000%$54.0K$49.0K-$5.0K2026-11-02
Zions Bancorporation, National Association
DECREASED1,9952,284-289-13%$61.3K$48.4K-$12.9K2026-11-06
Harbour Investments, Inc.
DECREASED1,8975,159-3,262-63%$138.6K$46.0K-$92.5K2026-11-09
Larson Financial Group LLC
INCREASED1,8431,545+298+19%$41.5K$44.7K+$3.2K2026-11-05
First Pacific Financial
INCREASED1,6911,670+21+1%$44.9K$41.0K-$3.8K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED1,6801,68000%$45.1K$40.8K-$4.4K2026-11-03
Smithfield Trust Co
UNCHANGED1,6401,64000%$44.0K$39-$44.0K2026-11-09
Cassaday & Co Wealth Management LLC
INCREASED1,623934+689+74%$25.1K$39.4K+$14.3K2026-10-27
Polaris Financial Partners
NEW1,560—+1,560——$38.0K—2026-10-02
Highline Wealth Partners LLC
INCREASED1,4701,238+232+19%$33.3K$35.7K+$2.4K2026-10-19
Advocate Investing Services LLC
UNCHANGED1,3001,30000%$34.9K$31.6K-$3.4K2026-10-26
United Financial Planning Group LLC
UNCHANGED1,2321,23200%$33.1K$29.9K-$3.2K2026-11-04
Bell Investment Advisors, Inc
UNCHANGED1,2261,22600%$32.9K$29.8K-$3.2K2026-10-29
Fairscale Capital, LLC
UNCHANGED1,1811,18100%$31.7K$26.3K-$5.4K2026-11-04
Jacobi Capital Management LLC
NEW1,157—+1,157——$28.1K—2026-11-05
Essential Partners LLC
INCREASED1,13136+1,095+3042%$967$27.4K+$26.5K2026-10-14
Financial Management Professionals, Inc.
INCREASED1,111210+901+429%$5.6K$27.0K+$21.3K2026-10-23
First Horizon Corp
DECREASED1,0231,591-568-36%$42.7K$24.8K-$17.9K2026-10-26
POM Investment Strategies, LLC
NEW1,000—+1,000——$24.3K—2026-10-20
West Financial Advisors, LLC
NEW892—+892——$21.6K—2026-10-22
Triumph Capital Management
UNCHANGED87787700%$23.6K$21.3K-$2.3K2026-10-14
Ascentis Wealth Management, LLC
INCREASED828664+164+25%$17.8K$20.1K+$2.3K2026-11-03
Acumen Wealth Advisors, LLC
INCREASED771667+104+16%$17.9K$18.7K+$7972026-11-05
Abound Wealth Management
UNCHANGED75675600%$20.3K$18.3K-$2.0K2026-10-26
IFG Advisory, LLC
INCREASED754745+9+1%$20.0K$18.3K-$1.7K2026-11-09
TFC Financial Management, Inc.
UNCHANGED72572500%$19.5K$17.6K-$1.9K2026-10-26
Compass Financial Management LLC
DECREASED6981,288-590-46%$34.6K$16.9K-$17.7K2026-10-30
Bare Financial Services, Inc
INCREASED678596+82+14%$16.0K$16.5K+$4472026-11-04
Golden State Wealth Management, LLC
DECREASED668736-68-9%$19.8K$16.2K-$3.6K2026-11-02
Financial Consulate, Inc
INCREASED641610+31+5%$16.4K$15.6K-$8272026-10-23
Cullen T Bankers, Inc.
INCREASED636183+453+248%$4.9K$15.4K+$10.5K2026-10-28
Central Trust Co
UNCHANGED62162100%$16.7K$15.1K-$1.6K2026-11-05
Fairman Group, LLC
UNCHANGED60060000%$16.1K$14.6K-$1.6K2026-10-26
Silver Grove Financial Group, Inc.
DECREASED558634-76-12%$17.0K$13.5K-$3.5K2026-11-05
Retirement Wealth Solutions LLC
DECREASED544567-23-4%$15.2K$13.2K-$2.0K2026-10-07
Proathlete Wealth Management LLC
NEW542—+542——$13.2K—2026-10-15
Darwin Wealth Management, LLC
NEW525—+525——$12.8K—2026-11-09
Signature Equity Partners, LLC
DECREASED480738-258-35%$19.8K$11.7K-$8.2K2026-10-29
Dogwood Wealth Management LLC
DECREASED4752,607-2,132-82%$70.0K$11.5K-$58.5K2026-11-09
Elevation Wealth Partners, LLC
UNCHANGED45145100%$12.1K$10.9K-$1.2K2026-10-07
Vision Financial Markets LLC
DECREASED415715-300-42%$19.5K$9.7K-$9.8K2026-10-22
Creative Financial Designs Inc
UNCHANGED40840800%$11.0K$9.9K-$1.1K2026-11-04
City State Bank
NEW407—+407——$9.9K—2026-10-20
DecisionPoint Financial, LLC
UNCHANGED40040000%$10.9K$9.5K-$1.5K2026-10-27
Morse Asset Management, Inc
UNCHANGED40040000%$10.7K$9.7K-$1.0K2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED39039000%$10.5K$9.5K-$1.0K2026-10-21
Rossby Financial, LCC
DECREASED387437-50-11%$11.7K$9.4K-$2.3K2026-11-05
Albion Financial Group
UNCHANGED38538500%$10.3K$9.3K-$9982026-10-21
Kozak & Associates, Inc.
UNCHANGED38138100%$10.4K$8.7K-$1.7K2026-10-29
Nisa Investment Advisors, LLC
UNCHANGED33033000%$8.9K$8.0K-$8552026-10-20
UMB Private Wealth Management, LLC
NEW313—+313——$7.6K—2026-10-19
N.E.W. Advisory Services LLC
INCREASED313182+131+72%$4.9K$7.6K+$2.7K2026-11-09
Arlington Trust Co LLC
UNCHANGED31231200%$8.4K$7.6K-$8082026-10-20
Burk Holdings LLC
UNCHANGED28728700%$7.7K$7.0K-$7442026-11-05
CoreCap Advisors, LLC
DECREASED273291-18-6%$7.8K$6.6K-$1.2K2026-10-08
Winch Advisory Services, LLC
INCREASED272269+3+1%$7.2K$6.6K-$6182026-11-06
Nemes Rush Group LLC
UNCHANGED26326300%$7.1K$6.4K-$6812026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED24924900%$6.7K$6.0K-$6452026-10-16
Creative Capital Management Investments LLC
UNCHANGED24924900%$6.7K$6.0K-$6452026-10-28
Jnba Financial Advisors
INCREASED240145+95+66%$3.9K$5.8K+$1.9K2026-11-03
American Capital Advisory, LLC
UNCHANGED22822800%$6.1K$5.5K-$5912026-10-28
Park Square Financial Group, LLC
UNCHANGED22822800%$6.1K$5.5K-$5902026-11-09
Buck Wealth Strategies, LLC
UNCHANGED22122100%$5.9K$5.4K-$5722026-10-28
North Star Investment Management Corp.
UNCHANGED20720700%$5.6K$5.0K-$5362026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED20020000%$5.4K$4.9K-$5182026-10-20
Physician Wealth Advisors, Inc.
UNCHANGED19019000%$5.1K$4.6K-$4922026-10-20
MV Capital Management, Inc.
UNCHANGED18918900%$5.1K$4.6K-$4892026-10-29
Lanark Financial, Inc.
DECREASED187198-11-6%$5.3K$4.5K-$7802026-10-26
NFJ Investment Group, LLC
DECREASED173183-10-5%$4.9K$4.2K-$7162026-11-09
Pittenger & Anderson Inc
NEW169—+169——$4.1K—2026-11-02
Independence Bank of Kentucky
UNCHANGED16016000%$4.3K$3.9K-$4152026-10-26
Markowski Investments
UNCHANGED15915900%$4.3K$3.9K-$4122026-10-30
Decker Retirement Planning Inc.
UNCHANGED13913900%$3.7K$3.4K-$3592026-10-19
City Holding Co
NEW133—+133——$3.2K—2026-10-19
Tounjian Advisory Partners, LLC
UNCHANGED13213200%$3.5K$3.2K-$3422026-11-04
Marshall & Sterling Wealth Advisors Inc.
NEW131—+131——$3.2K—2026-10-28
Horizon Financial Services, LLC
DECREASED130253-123-49%$6.8K$3.2K-$3.6K2026-11-04
Motco
UNCHANGED12612600%$3.4K$3.1K-$3262026-11-09
Quent Capital, LLC
UNCHANGED12212200%$3.3K$2.7K-$5532026-11-09
Balance Wealth Partners LLC
NEW118—+118——$2.9K—2026-10-27
Avion Wealth
UNCHANGED11211200%$3.0K$2-$3.0K2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED10710700%$2.9K$2.6K-$2782026-10-15
Armstrong Advisory Group, Inc
UNCHANGED10410400%$2.8K$2.5K-$2692026-10-09
Fortitude Family Office, LLC
NEW95—+95——$2.3K—2026-10-14
Planning Strategies Inc.
NEW89—+89——$2.2K—2026-10-02
Gilpin Wealth Management, LLC
NEW89—+89——$2.2K—2026-10-09
Downshift Financial, LLC
UNCHANGED868600%$2.3K$2.1K-$2232026-10-13
Caldwell Trust Co
UNCHANGED747400%$2.0K$1.8K-$1922026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW66—+66——$1.6K—2026-10-15
Highland Investment Advisors LLC
INCREASED6460+4+7%$1.6K$1.6K-$592026-11-09
DeDora Capital, Inc.
NEW56—+56——$1.4K—2026-10-26
Financial Network Wealth Advisors LLC
INCREASED5525+30+120%$672$1.3K+$6632026-10-28
CX Institutional
UNCHANGED545400%$1$1$02026-10-02
Trust Co of Vermont
NEW45—+45——$1.1K—2026-10-21
Asset Dedication, LLC
DECREASED3455-21-38%$1.5K$826-$6522026-11-03
Bayban
UNCHANGED313100%$833$833$02026-11-05
Elevated Capital Advisors, LLC
UNCHANGED292900%$779$704-$752026-11-04
Trust Co
UNCHANGED252500%$672$607-$652026-10-09
Godsey & Gibb, Inc
NEW19—+19——$462—2026-10-14
Center for Financial Planning, Inc.
NEW19—+19——$461—2026-10-26
Mosley Wealth Management
UNCHANGED151500%$403$342-$612026-10-16
StrongBox Wealth, LLC
NEW14—+14——$340—2026-11-02
Mondrian Investment Partners LTD
NEW9—+9——$204—2026-10-23
Rakuten Securities, Inc.
DECREASED762-55-89%$1.7K$170-$1.5K2026-11-02
Noble Wealth Management PBC
DECREASED165-64-98%$1.7K$24-$1.7K2026-10-01
High Note Wealth, LLC
UNCHANGED1100%$27$24-$32026-10-27
Deutsche Bank Ag\
CLOSED0155,821-155,821-100%$4.2M$0-$4.2M2026-11-06
Lockheed Martin Investment Management Co
CLOSED0142,400-142,400-100%$3.8M$0-$3.8M2026-11-04
Diversified Trust Co
CLOSED0107,900-107,900-100%$2.9M$0-$2.9M2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED094,453-94,453-100%$2.5M$0-$2.5M2026-11-05
Evergreen Capital Management LLC
CLOSED036,931-36,931-100%$992.0K$0-$992.0K2026-10-23
Jefferies Financial Group Inc.
CLOSED030,587-30,587-100%$821.6K$0-$821.6K2026-11-05
Csenge Advisory Group
CLOSED014,072-14,072-100%$378.0K$0-$378.0K2026-11-04
Collaborative Fund Advisors, LLC
CLOSED013,957-13,957-100%$374.9K$0-$374.9K2026-11-02
Sowell Financial Services LLC
CLOSED013,814-13,814-100%$371.0K$0-$371.0K2026-10-23
Greenleaf Trust
CLOSED013,008-13,008-100%$349.4K$0-$349.4K2026-10-29
TD Private Client Wealth LLC
CLOSED011,624-11,624-100%$312.2K$0-$312.2K2026-10-28
Freestone Capital Holdings, LLC
CLOSED09,045-9,045-100%$243.0K$0-$243.0K2026-11-09
Bingham Private Wealth, LLC
CLOSED08,674-8,674-100%$233.0K$0-$233.0K2026-11-05
Nicholas Hoffman & Company, Llc.
CLOSED08,070-8,070-100%$216.8K$0-$216.8K2026-10-30
Intelligence Driven Advisers, LLC
CLOSED08,036-8,036-100%$215.8K$0-$215.8K2026-10-09
Angeles Wealth Management, LLC
CLOSED08,016-8,016-100%$215.3K$0-$215.3K2026-10-26
Wesbanco Bank Inc
CLOSED08,000-8,000-100%$214.9K$0-$214.9K2026-11-04
Ascent Group, LLC
CLOSED07,597-7,597-100%$204.0K$0-$204.0K2026-10-30
Seven Mile Advisory
CLOSED07,584-7,584-100%$203.7K$0-$203.7K2026-10-22
Park National Corp
CLOSED07,571-7,571-100%$203.4K$0-$203.4K2026-10-05
Atlatl Advisers LLC
CLOSED05,601-5,601-100%$150.4K$0-$150.4K2026-10-22
Owl Creek Wealth Partners LLC
CLOSED03,636-3,636-100%$97.7K$0-$97.7K2026-10-20
Richardson Financial Services Inc.
CLOSED03,523-3,523-100%$94.6K$0-$94.6K2026-10-30
Robinswood Financial LLC
CLOSED01,458-1,458-100%$39.2K$0-$39.2K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,200-1,200-100%$32.2K$0-$32.2K2026-10-14
Commonwealth Retirement Investments LLC
CLOSED01,010-1,010-100%$27.1K$0-$27.1K2026-10-26
Whipplewood Advisors, LLC
CLOSED0914-914-100%$24.6K$0-$24.6K2026-10-20
Cornerstone Planning Group LLC
CLOSED0572-572-100%$16.1K$0-$16.1K2026-10-16
AdvisorNet Financial, Inc
CLOSED0391-391-100%$10.5K$0-$10.5K2026-10-15
Kelleher Financial Advisors
CLOSED0257-257-100%$6.9K$0-$6.9K2026-10-30
Institute for Wealth Management, Llc.
CLOSED0191-191-100%$5.1K$0-$5.1K2026-11-06
Park Place Capital Corp
CLOSED0188-188-100%$5.1K$0-$5.1K2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED0144-144-100%$3.9K$0-$3.9K2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED0118-118-100%$3.2K$0-$3.2K2026-10-16
Southern Michigan Bank & Trust
CLOSED078-78-100%$2.1K$0-$2.1K2026-10-19
Gill Capital Partners, LLC
CLOSED050-50-100%$1.3K$0-$1.3K2026-10-13
Breakwater Investment Management
CLOSED049-49-100%$1.3K$0-$1.3K2026-10-20
Trifecta Capital Advisors, LLC
CLOSED036-36-100%$967$0-$9672026-10-21
Monetary Solutions, Ltd
CLOSED030-30-100%$806$0-$8062026-10-22
Stone House Investment Management, LLC
CLOSED021-21-100%$564$0-$5642026-10-23
MCF Advisors LLC
CLOSED010-10-100%$269$0-$2692026-10-28
Morgan Stanley
N/A—15,259,089-15,259,089-100%$409.9M———
Norges Bank
N/A—11,250,000-11,250,000-100%$302.2M———
FMR LLC
N/A—9,748,660-9,748,660-100%$261.8M———
Bank of America Corp
N/A—8,000,077-8,000,077-100%$214.9M———
Goldman Sachs Group Inc
N/A—7,738,779-7,738,779-100%$207.9M———
Ameriprise Financial Inc
N/A—7,589,769-7,589,769-100%$205.7M———
Natixis Advisors, LLC
N/A—7,184,522-7,184,522-100%$193.0M———
Jones Financial Companies Lllp
N/A—6,994,045-6,994,045-100%$186.9M———
Royal Bank of Canada
N/A—5,102,318-5,102,318-100%$137.0M———
Northern Trust Corp
N/A—4,775,813-4,775,813-100%$128.3M———
Raymond James Financial Inc
N/A—4,367,868-4,367,868-100%$117.3M———
Causeway Capital Management LLC
N/A—3,975,718-3,975,718-100%$106.8M———
SEI Investments Co
N/A—3,454,350-3,454,350-100%$92.8M———
BlackRock, Inc.
N/A—3,297,371-3,297,371-100%$88.6M———
Clark Capital Management Group, Inc.
N/A—3,177,495-3,177,495-100%$85.3M———
Wells Fargo & Company
N/A—3,143,962-3,143,962-100%$84.4M———
American Century Companies Inc
N/A—2,970,106-2,970,106-100%$79.8M———
Envestnet Asset Management Inc
N/A—2,804,383-2,804,383-100%$75.3M———
Curi Capital, LLC
N/A—2,283,137-2,283,137-100%$22.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,206,641-2,206,641-100%$59.3M———
JPMorgan Chase & Co
N/A—1,910,613-1,910,613-100%$51.3M———
Teachers Retirement System of the State of Kentucky
N/A—1,688,920-1,688,920-100%$45.4M———
Main Street Research LLC
N/A—1,621,490-1,621,490-100%$43.6M———
AQR Capital Management LLC
N/A—1,420,489-1,420,489-100%$38.2M———
Capital Fund Management S.A.
N/A—1,413,268-1,413,268-100%$38.0M———
HRT Financial LP
N/A—1,372,648-1,372,648-100%$36.9M———
Voloridge Investment Management, LLC
N/A—1,360,879-1,360,879-100%$36.6M———
Jane Street Group, LLC
N/A—1,326,688-1,326,688-100%$35.6M———
Citadel Advisors LLC
N/A—1,141,147-1,141,147-100%$30.7M———
Optiver Holding B.V.
N/A—1,127,612-1,127,612-100%$30.3M———
O'shaughnessy Asset Management, LLC
N/A—1,049,459-1,049,459-100%$28.2M———
Masters Capital Management LLC
N/A—1,000,000-1,000,000-100%$26.9M———
Quantinno Capital Management LP
N/A—985,698-985,698-100%$26.5M———
BNP Paribas Financial Markets
N/A—920,411-920,411-100%$24.7M———
Arrowstreet Capital, Limited Partnership
N/A—902,011-902,011-100%$24.2M———
Capital Wealth Planning, LLC
N/A—865,699-865,699-100%$23.3M———
Millennium Management LLC
N/A—766,196-766,196-100%$20.6M———
Pathstone Holdings, LLC
N/A—756,039-756,039-100%$20.3M———
New York State Common Retirement Fund
N/A—755,539-755,539-100%$20.3M———
Charles Schwab Investment Management Inc
N/A—720,643-720,643-100%$19.4M———
Two Sigma Investments, LP
N/A—684,472-684,472-100%$18.4M———
Tower Research Capital LLC (TRC)
N/A—666,231-666,231-100%$17.9M———
National Bank of Canada
N/A—658,063-658,063-100%$17.7M———
Massachusetts Financial Services Co
N/A—611,390-611,390-100%$16.8M———
Invesco Ltd.
N/A—546,682-546,682-100%$14.7M———
Trexquant Investment LP
N/A—520,293-520,293-100%$14.0M———
Gator Capital Management, LLC
N/A—513,345-513,345-100%$13.8M———
UBS Group AG
N/A—454,601-454,601-100%$12.2M———
QRG Capital Management, Inc.
N/A—439,546-439,546-100%$11.8M———
Qube Research & Technologies Ltd
N/A—426,997-426,997-100%$11.5M———
Stifel Financial Corp
N/A—419,371-419,371-100%$11.3M———
RBF Capital, LLC
N/A—400,000-400,000-100%$10.7M———
Focus Partners Wealth
N/A—369,624-369,624-100%$9.9M———
Public Employees Retirement System of Ohio
N/A—368,120-368,120-100%$9.9M———
Marshall Wace, LLP
N/A—340,142-340,142-100%$9.1M———
Vestmark Advisory Solutions, Inc.
N/A—337,776-337,776-100%$9.1M———
Cerity Partners LLC
N/A—332,203-332,203-100%$8.9M———
Aquatic Capital Management LLC
N/A—326,445-326,445-100%$8.8M———
Lazard Asset Management LLC
N/A—318,822-318,822-100%$8.6M———
Callan Family Office, LLC
N/A—306,117-306,117-100%$8.2M———
Mercer Global Advisors Inc
N/A—305,135-305,135-100%$8.2M———
MML Investors Services, LLC
N/A—295,930-295,930-100%$7.9M———
Azimuth Capital Investment Management LLC
N/A—292,061-292,061-100%$7.8M———
Mariner, LLC
N/A—288,194-288,194-100%$7.7M———
Neuberger Berman Group LLC
N/A—282,359-282,359-100%$7.6M———
Janney Montgomery Scott LLC
N/A—274,427-274,427-100%$7.4M———
Greenwich Wealth Management LLC
N/A—272,283-272,283-100%$7.3M———
Cetera Investment Advisers
N/A—262,069-262,069-100%$7.0M———
HighTower Advisors, LLC
N/A—257,307-257,307-100%$6.9M———
Farringdon Capital, Ltd.
N/A—251,211-251,211-100%$6.7M———
Lighthouse Investment Partners, LLC
N/A—245,801-245,801-100%$6.6M———
Nuveen, LLC
N/A—225,422-225,422-100%$6.1M———
Philadelphia Financial Management of San Francisco, LLC
N/A—207,000-207,000-100%$5.6M———
Renaissance Technologies LLC
N/A—204,986-204,986-100%$5.5M———
Rockefeller Capital Management L.P.
N/A—191,650-191,650-100%$5.1M———
Orion Porfolio Solutions, LLC
N/A—185,106-185,106-100%$5.0M———
Nomura Asset Management International Inc.
N/A—184,104-184,104-100%$4.9M———
Vanguard Personalized Indexing Management, LLC
N/A—179,081-179,081-100%$4.8M———
Old Mission Capital LLC
N/A—169,118-169,118-100%$4.5M———
Price T Rowe Associates Inc
N/A—153,563-153,563-100%$4.1M———
Evolve Private Wealth, LLC
N/A—149,149-149,149-100%$4.0M———
Osaic Holdings, Inc.
N/A—138,462-138,462-100%$3.7M———
Stamos Capital Partners, L.P.
N/A—134,871-134,871-100%$3.6M———
Graham Capital Management, L.P.
N/A—133,696-133,696-100%$3.6M———
Integrated Quantitative Investments LLC
N/A—131,030-131,030-100%$3.5M———
Strategic Global Advisors, LLC
N/A—129,314-129,314-100%$3.7M———
Schonfeld Strategic Advisors LLC
N/A—128,042-128,042-100%$3.4M———
Engineers Gate Manager LP
N/A—124,618-124,618-100%$3.3M———
GeoWealth Management, LLC
N/A—120,095-120,095-100%$3.2M———
Northwestern Mutual Wealth Management Co
N/A—115,017-115,017-100%$3.1M———
Barometer Capital Management Inc.
N/A—113,600-113,600-100%$3.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—112,057-112,057-100%$3.0M———
BTC Capital Management, Inc.
N/A—107,597-107,597-100%$2.9M———
Scotia Capital Inc.
N/A—106,957-106,957-100%$2.9M———
IEQ Capital, LLC
N/A—106,442-106,442-100%$2.9M———
Dorsey Wright & Associates
N/A—105,124-105,124-100%$2.8M———
Marietta Investment Partners LLC
N/A—101,840-101,840-100%$2.7M———
Global Retirement Partners, LLC
N/A—96,343-96,343-100%$2.6M———
EJF Capital LP
N/A—94,200-94,200-100%$2.5M———
Naviter Wealth, LLC
N/A—91,396-91,396-100%$2.5M———
Bluebird Wealth Management LLC
N/A—87,548-87,548-100%$2.4M———
Earnest Partners LLC
N/A—80,317-80,317-100%$2.2M———
Principal Securities, Inc.
N/A—79,868-79,868-100%$2.1M———
UBS Asset Management Americas LLC
N/A—79,737-79,737-100%$2.1M———
NewEdge Wealth, LLC
N/A—77,160-77,160-100%$2.1M———
Peak6 LLC
N/A—74,160-74,160-100%$2.0M———
Caprock Group, LLC
N/A—73,442-73,442-100%$2.0M———
Senator Investment Group LP
N/A—67,232-67,232-100%$1.8M———
Guggenheim Capital LLC
N/A—67,039-67,039-100%$1.8M———
Jain Global LLC
N/A—62,849-62,849-100%$1.7M———
&partners
N/A—62,824-62,824-100%$1.7M———
Rhumbline Advisers
N/A—60,173-60,173-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—59,744-59,744-100%$1.6M———
Smartleaf Asset Management LLC
N/A—59,618-59,618-100%$1.6M———
Nicolet Bankshares Inc
N/A—58,462-58,462-100%$1.6M———
CSS LLC
N/A—56,466-56,466-100%$1.5M———
Arax Advisory Partners
N/A—54,571-54,571-100%$1.5M———
Two Sigma Securities, LLC
N/A—54,333-54,333-100%$1.5M———
Rehmann Capital Advisory Group
N/A—52,498-52,498-100%$1.4M———
Sequoia Financial Advisors, LLC
N/A—50,299-50,299-100%$1.4M———
DV Equities, LLC
N/A—48,694-48,694-100%$1.3M———
Flow Traders U.S. LLC
N/A—47,065-47,065-100%$1.3M———
CIBC World Market Inc.
N/A—46,621-46,621-100%$1.3M———
Captrust Financial Advisors
N/A—46,008-46,008-100%$1.2M———
Prelude Capital Management, LLC
N/A—45,188-45,188-100%$1.2M———
Aperture Investors, LLC
N/A—43,339-43,339-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—41,005-41,005-100%$1.1M———
First Trust Advisors LP
N/A—40,586-40,586-100%$1.1M———
RNC Capital Management LLC
N/A—40,295-40,295-100%$1.1M———
Summit Trail Advisors, LLC
N/A—39,686-39,686-100%$1.1M———
Vident Advisory, LLC
N/A—39,591-39,591-100%$1.1M———
Pinnbrook Capital Management LP
N/A—37,100-37,100-100%$996.5K———
Brown Advisory Inc
N/A—37,041-37,041-100%$994.9K———
RWA Wealth Partners, LLC
N/A—35,774-35,774-100%$960.9K———
Syon Capital LLC
N/A—34,667-34,667-100%$931.2K———
Ballentine Partners, LLC
N/A—34,502-34,502-100%$926.7K———
Dorsey & Whitney Trust Co LLC
N/A—32,343-32,343-100%$868.7K———
Envestnet Portfolio Solutions, Inc.
N/A—31,952-31,952-100%$858.2K———
Franklin Resources Inc
N/A—30,637-30,637-100%$822.9K———
Dynasty Wealth Management, LLC
N/A—30,050-30,050-100%$807.2K———
M&T Bank Corp
N/A—29,264-29,264-100%$786.0K———
Bleakley Financial Group, LLC
N/A—28,447-28,447-100%$764.1K———
Hilltop Holdings Inc.
N/A—27,001-27,001-100%$725.2K———
WCG Wealth Advisors LLC
N/A—26,069-26,069-100%$700.2K———
Bridgewater Advisors Inc.
N/A—25,839-25,839-100%$719.1K———
Beacon Pointe Advisors, LLC
N/A—24,751-24,751-100%$664.8K———
Pure Financial Advisors, LLC
N/A—24,663-24,663-100%$662.4K———
Qtron Investments LLC
N/A—24,230-24,230-100%$650.8K———
Gateway Wealth Partners, LLC
N/A—24,106-24,106-100%$647.5K———
EP Wealth Advisors, LLC
N/A—23,993-23,993-100%$644.4K———
Ellevest, Inc.
N/A—23,555-23,555-100%$597.1K———
DRW Securities, LLC
N/A—23,173-23,173-100%$622.4K———
Walleye Capital LLC
N/A—20,697-20,697-100%$555.9K———
First Commonwealth Financial Corp
N/A—19,636-19,636-100%$527.4K———
Venturi Wealth Management, LLC
N/A—19,308-19,308-100%$518.6K———
Checchi Capital Advisers, LLC
N/A—18,819-18,819-100%$505.5K———
Blair William & Co
N/A—18,594-18,594-100%$499.4K———
Basecamp Wealth Advisors LLC
N/A—18,375-18,375-100%$493.6K———
State Street Corp
N/A—18,046-18,046-100%$484.7K———
Waverly Advisors, LLC
N/A—17,271-17,271-100%$463.9K———
MAI Capital Management
N/A—16,685-16,685-100%$448.2K———
Steward Partners Investment Advisory, LLC
N/A—16,684-16,684-100%$448.1K———
XTX Topco Ltd
N/A—16,390-16,390-100%$440.2K———
Advisors Capital Management, LLC
N/A—16,191-16,191-100%$434.9K———
Advisory Services Network, LLC
N/A—16,068-16,068-100%$431.6K———
NewEdge Advisors, LLC
N/A—14,871-14,871-100%$399.4K———
Sivia Capital Partners, LLC
N/A—13,474-13,474-100%$361.9K———
Walleye Trading LLC
N/A—13,437-13,437-100%$360.9K———
Tudor Investment Corp ET AL
N/A—13,338-13,338-100%$358.3K———
Frec Markets, Inc.
N/A—13,085-13,085-100%$351.5K———
Winton Group Ltd
N/A—13,000-13,000-100%$349.2K———
Commerce Bank
N/A—12,886-12,886-100%$346.1K———
EntryPoint Capital, LLC
N/A—12,772-12,772-100%$343.1K———
Federation des caisses Desjardins du Quebec
N/A—12,455-12,455-100%$334.5K———
Bridgewater Associates, LP
N/A—12,378-12,378-100%$332.5K———
Mattson Financial Services, LLC
N/A—12,301-12,301-100%$347.3K———
Susquehanna International Group, LLP
N/A—12,142-12,142-100%$326.1K———
Alliancebernstein L.P.
N/A—11,828-11,828-100%$250.3K———
SG Americas Securities, LLC
N/A—11,639-11,639-100%$313.0K———
GTS Securities LLC
N/A—11,566-11,566-100%$310.7K———
Brown Financial Advisors
N/A—11,308-11,308-100%$303.7K———
Matters Capital LLC
N/A—10,839-10,839-100%$291.1K———
Independent Advisor Alliance
N/A—10,731-10,731-100%$288.2K———
Pallas Capital Advisors LLC
N/A—10,651-10,651-100%$286.1K———
Hexagon Capital Partners LLC
N/A—10,614-10,614-100%$285.1K———
Intrust Bank NA
N/A—10,393-10,393-100%$279.2K———
Jackson Thornton Wealth Management, LLC
N/A—10,237-10,237-100%$275.0K———
AE Wealth Management LLC
N/A—10,196-10,196-100%$273.9K———
Foundations Investment Advisors, LLC
N/A—10,096-10,096-100%$271.2K———
Huntington National Bank
N/A—9,814-9,814-100%$263.6K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—9,746-9,746-100%$261.8K———
Tranquilli Financial Advisor LLC
N/A—9,639-9,639-100%$258.9K———
BFC Planning, Inc.
N/A—9,066-9,066-100%$243.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,043-9,043-100%$242.9K———
Keebeck Wealth Management
N/A—8,975-8,975-100%$241.1K———
Wrapmanager Inc
N/A—8,880-8,880-100%$238.5K———
FLC Capital Advisors
N/A—8,864-8,864-100%$238.1K———
Summit Financial, LLC
N/A—8,857-8,857-100%$237.9K———
CIBC Bancorp USA Inc.
N/A—8,840-8,840-100%$237.5K———
Snowden Capital Advisors LLC
N/A—8,784-8,784-100%$235.9K———
Denali Advisors LLC
N/A—8,741-8,741-100%$234.8K———
Focus Partners Advisor Solutions, LLC
N/A—8,351-8,351-100%$224.3K———
Havemeyer Place LP
N/A—8,075-8,075-100%$216.9K———
OneAscent Financial Services LLC
N/A—8,059-8,059-100%$216.5K———
New Republic Capital, LLC
N/A—7,818-7,818-100%$210.0K———
Integrity Financial Corp
N/A—7,795-7,795-100%$209.4K———
Savvy Advisors, Inc.
N/A—7,758-7,758-100%$208.4K———
Jump Financial, LLC
N/A—7,723-7,723-100%$207.4K———
Rothschild Investment LLC
N/A—6,626-6,626-100%$178.0K———
Mcguire Capital Advisors Inc
N/A—6,092-6,092-100%$163.6K———
Brown Brothers Harriman & Co
N/A—5,906-5,906-100%$158.6K———
Continuum Advisory, LLC
N/A—5,399-5,399-100%$145.0K———
Transamerica Financial Advisors, LLC
N/A—3,947-3,947-100%$106.0K———
BNP Paribas Asset Management Holding S.A.
N/A—3,572-3,572-100%$95.9K———
Quantbot Technologies LP
N/A—3,003-3,003-100%$80.7K———
Edmond de Rothschild Holding S.A.
N/A—2,700-2,700-100%$72.5K———
Bruce G. Allen Investments, LLC
N/A—2,068-2,068-100%$55.5K———
HHM Wealth Advisors, LLC
N/A—1,084-1,084-100%$29.1K———
Fiduciary Financial Advisors
N/A—1,069-1,069-100%$28.7K———
Strategic Wealth Partners, Ltd.
N/A—914-914-100%$24.6K———
SHP Wealth Management
N/A—892-892-100%$24.0K———
Synergy Investment Management, LLC
N/A—801-801-100%$20.9K———
Kilter Group LLC
N/A—754-754-100%$20.3K———
Crewe Advisors LLC
N/A—722-722-100%$19.4K———
WealthCollab, LLC
N/A—668-668-100%$17.9K———
IMA Advisory Services, Inc.
N/A—653-653-100%$17.5K———
Basepoint Wealth LLC
N/A—649-649-100%$17.4K———
GW&K Investment Management, LLC
N/A—635-635-100%$17.0K———
Wellington-Altus USA Inc.
N/A—594-594-100%$12.6K———
Raffa Wealth Management, LLC
N/A—537-537-100%$14.4K———
Ameriflex Group, Inc.
N/A—514-514-100%$13.8K———
Turim 21 Investimentos Ltda.
N/A—472-472-100%$12.7K———
Bravera Wealth
N/A—427-427-100%$11.5K———
Cornerstone Financial Management LLC
N/A—395-395-100%$10.6K———
Manning & Napier Advisors LLC
N/A—384-384-100%$10.3K———
BOK Financial Private Wealth, Inc.
N/A—383-383-100%$10.3K———
Ancora Advisors LLCA
N/A—351-351-100%$9.4K———
Atlantic Union Bankshares Corp
N/A—346-346-100%$9.3K———
Benson Wealth Management Inc
N/A—334-334-100%$9.0K———
Wiser Advisor Group LLC
N/A—302-302-100%$8.1K———
JPL Wealth Management, LLC
N/A—300-300-100%$8.1K———
Johnson Financial Group, Inc.
N/A—255-255-100%$6.9K———
Nova Wealth Management, Inc.
N/A—253-253-100%$6.8K———
Bogart Wealth, LLC
N/A—249-249-100%$6.7K———
Federated Hermes, Inc.
N/A—185-185-100%$5.0K———
TD Capital Management LLC
N/A—163-163-100%$4.4K———
Dunhill Financial, LLC
N/A—153-153-100%$4.1K———
Allied Private Wealth LLC
N/A—149-149-100%$4.0K———
Glen Eagle Advisors, LLC
N/A—129-129-100%$3.5K———
Elequin Capital, LP
N/A—124-124-100%$3.3K———
Sittner & Nelson, LLC
N/A—123-123-100%$3.3K———
LRI Investments, LLC
N/A—120-120-100%$3.2K———
HighMark Wealth Management LLC
N/A—110-110-100%$3.0K———
FWL Investment Management, LLC
N/A—106-106-100%$2.8K———
Ankerstar Wealth, LLC
N/A—94-94-100%$2.5K———
Coppell Advisory Solutions LLC
N/A—88-88-100%$245.7K———
Private Wealth Asset Management, LLC
N/A—85-85-100%$2.3K———
MidFirst Bank
N/A—66-66-100%$1.8K———
Godfrey Financial Associates, Inc.
N/A—64-64-100%$1.7K———
Marshall Investment Management, LLC
N/A—47-47-100%$1.3K———
Financial Gravity Companies, Inc.
N/A—1-1-100%$27———
Showing 597 of 597 institutions