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Beta Technologies Inc (BETA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FMR LLC
INCREASED
Shares34,616,108 from 33,338,140
Change+1,277,968 (+4%)
Value$765.0M (+$206.6M)
Filed 2026-11-10
General Electric Co
UNCHANGED
Shares20,310,407 from 20,310,407
Change0 (0%)
Value$448.9M (+$108.7M)
Filed 2026-10-22
Amazon COM Inc
UNCHANGED
Shares11,753,896 from 11,753,896
Change0 (0%)
Value$259.8M (+$62.9M)
Filed 2026-11-03
Geode Capital Management, LLC
INCREASED
Shares2,945,596 from 795,558
Change+2,150,038 (+270%)
Value$65.1M (+$51.8M)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
NEW
Shares1,741,823
Change+1,741,823
Value$38.5M
Filed 2026-11-03
Empire Life Investments Inc.
INCREASED
Shares1,353,377 from 1,337,839
Change+15,538 (+1%)
Value$29.9M (+$7.5M)
Filed 2026-11-06
Baillie Gifford & Co
NEW
Shares1,088,632
Change+1,088,632
Value$24.1M
Filed 2026-11-09
Liberty Street Advisors, Inc.
DECREASED
Shares799,202 from 999,202
Change-200,000 (-20%)
Value$17.7M (+$925.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares429,900 from 171,772
Change+258,128 (+150%)
Value$9.5M (+$6.6M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares371,686 from 397,816
Change-26,130 (-7%)
Value$8.2M (+$1.6M)
Filed 2026-11-03
Nuveen, LLC
INCREASED
Shares321,590 from 164,883
Change+156,707 (+95%)
Value$7.1M (+$4.3M)
Filed 2026-11-10
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares131,452
Change+131,452
Value$2.9M
Filed 2026-10-14
Corps Capital Advisors, LLC
INCREASED
Shares129,039 from 101,752
Change+27,287 (+27%)
Value$2.9M (+$1.1M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares124,800 from 124,800
Change0 (0%)
Value$2.8M (+$667.7K)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares106,749 from 34,486
Change+72,263 (+210%)
Value$2.4M (+$1.8M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares87,426 from 12,007
Change+75,419 (+628%)
Value$1.9M (+$1.7M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares54,345 from 9,201
Change+45,144 (+491%)
Value$1.2M (+$1.0M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares45,934 from 54,926
Change-8,992 (-16%)
Value$1.0M (+$95.1K)
Filed 2026-11-04
Renaissance Capital LLC
INCREASED
Shares43,404 from 16,871
Change+26,533 (+157%)
Value$959.2K (+$676.6K)
Filed 2026-10-23
Dimensional Fund Advisors LP
NEW
Shares35,908
Change+35,908
Value$793.6K
Filed 2026-11-04
Victory Capital Management Inc
INCREASED
Shares33,383 from 13,089
Change+20,294 (+155%)
Value$737.8K (+$518.5K)
Filed 2026-11-10
Police & Firemen's Retirement System of New Jersey
INCREASED
Shares32,405 from 9,258
Change+23,147 (+250%)
Value$716.2K (+$561.1K)
Filed 2026-11-09
Inspire Investing, LLC
NEW
Shares28,128
Change+28,128
Value$621.6K
Filed 2026-10-22
Moody National Bank Trust Division
UNCHANGED
Shares26,587 from 26,587
Change0 (0%)
Value$587.6K (+$142.2K)
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,061 from 15,415
Change+7,646 (+50%)
Value$472.8K (+$199.8K)
Filed 2026-10-13
Voya Investment Management LLC
NEW
Shares22,360
Change+22,360
Value$494.2K
Filed 2026-11-10
State of Wyoming
INCREASED
Shares21,944 from 16,437
Change+5,507 (+34%)
Value$485.0K (+$209.6K)
Filed 2026-10-28
Green Alpha Advisors, LLC
INCREASED
Shares21,508 from 21,346
Change+162 (+1%)
Value$475.3K (+$117.8K)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares20,935 from 24,679
Change-3,744 (-15%)
Value$462.7K (+$49.3K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares19,996 from 12,439
Change+7,557 (+61%)
Value$441.9K (+$233.6K)
Filed 2026-11-06
Maple Capital Management, Inc.
NEW
Shares19,964
Change+19,964
Value$441.2K
Filed 2026-11-02
Wealthfront Advisers LLC
INCREASED
Shares18,956 from 17,958
Change+998 (+6%)
Value$418.9K (+$118.1K)
Filed 2026-11-09
J. Derek Lewis & Associates Inc.
INCREASED
Shares18,600 from 14,600
Change+4,000 (+27%)
Value$411.1K (+$166.5K)
Filed 2026-11-03
Hanson & Doremus Investment Management
NEW
Shares16,901
Change+16,901
Value$374.0K
Filed 2026-10-16
Arizona State Retirement System
INCREASED
Shares15,358 from 14,957
Change+401 (+3%)
Value$339.4K (+$88.9K)
Filed 2026-11-03
Silverlake Wealth Management LLC
NEW
Shares15,047
Change+15,047
Value$332.5K
Filed 2026-10-21
ProShare Advisors LLC
NEW
Shares14,842
Change+14,842
Value$328.0K
Filed 2026-10-29
Triumph Capital Management
NEW
Shares13,942
Change+13,942
Value$308.1K
Filed 2026-10-14
Bank Hapoalim BM
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$287.0K (+$69.0K)
Filed 2026-11-10
Simplex Trading, LLC
DECREASED
Shares12,962 from 26,132
Change-13,170 (-50%)
Value$286.5K (-$151.3K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW
Shares12,461
Change+12,461
Value$275.0K
Filed 2026-11-02
KLP Kapitalforvaltning AS
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$271.8K (+$65.8K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares12,124 from 12,218
Change-94 (-1%)
Value$267.9K (+$63.3K)
Filed 2026-11-02
Xponance LLC
NEW
Shares11,649
Change+11,649
Value$257.4K
Filed 2026-11-03
Lanark Financial, Inc.
NEW
Shares11,245
Change+11,245
Value$248.5K
Filed 2026-10-26
Bessemer Group Inc
UNCHANGED
Shares10,638 from 10,638
Change0 (0%)
Value$235.0K (+$57.0K)
Filed 2026-11-09
Quent Capital, LLC
NEW
Shares10,100
Change+10,100
Value$273.9K
Filed 2026-11-09
Clean Yield Group
UNCHANGED
Shares8,324 from 8,324
Change0 (0%)
Value$184.0K (+$44.5K)
Filed 2026-10-28
Fulcrum Asset Management LLP
NEW
Shares6,632
Change+6,632
Value$148.8K
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares4,620 from 1,232
Change+3,388 (+275%)
Value$102.1K (+$81.5K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares4,196 from 855
Change+3,341 (+391%)
Value$92.7K (+$78.4K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares3,854 from 3,573
Change+281 (+8%)
Value$85.2K (+$25.3K)
Filed 2026-11-03
KBC Group NV
NEW
Shares3,831
Change+3,831
Value$85.0K
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares2,800
Change+2,800
Value$61.9K
Filed 2026-10-09
Sterling Capital Management LLC
INCREASED
Shares2,761 from 518
Change+2,243 (+433%)
Value$61.0K (+$52.3K)
Filed 2026-10-22
Centerpoint Advisors, LLC
DECREASED
Shares2,620 from 2,870
Change-250 (-9%)
Value$58.0K (+$10.0K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares2,141 from 1,786
Change+355 (+20%)
Value$35.9K (+$5.9K)
Filed 2026-11-06
Wolff Wiese Magana LLC
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$33.0K (+$8.0K)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,366 from 2,025
Change-659 (-33%)
Value$30.2K (-$3.7K)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$29.6K (+$7.2K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares1,248 from 1,803
Change-555 (-31%)
Value$27.6K (-$2.6K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares1,219 from 947
Change+272 (+29%)
Value$26.9K (+$11.1K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares1,211 from 724
Change+487 (+67%)
Value$26.8K (+$14.6K)
Filed 2026-11-04
Mascoma Wealth Management LLC
INCREASED
Shares1,183 from 1,135
Change+48 (+4%)
Value$26.1K (+$7.1K)
Filed 2026-10-23
Horizon Financial Services, LLC
INCREASED
Shares1,000 from 33
Change+967 (+2930%)
Value$22.1K (+$21.5K)
Filed 2026-11-04
Addison Advisors LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$19.9K (+$4.8K)
Filed 2026-11-06
Fortitude Family Office, LLC
NEW
Shares813
Change+813
Value$18.0K
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares774 from 236
Change+538 (+228%)
Value$17.1K (+$13.2K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares664
Change+664
Value$14.7K
Filed 2026-10-21
Rothschild Investment LLC
INCREASED
Shares574 from 475
Change+99 (+21%)
Value$12.7K (+$4.7K)
Filed 2026-11-10
Community Financial Services Group, LLC
INCREASED
Shares569 from 469
Change+100 (+21%)
Value$12.4K (+$4.2K)
Filed 2026-10-15
SBI Securities Co., Ltd.
DECREASED
Shares532 from 544
Change-12 (-2%)
Value$11.8K (+$2.6K)
Filed 2026-10-22
Avion Wealth
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.0K (+$11.0K)
Filed 2026-11-04
Sawyer & Company, Inc
NEW
Shares460
Change+460
Value$10.2K
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares418 from 302
Change+116 (+38%)
Value$9.2K (+$4.2K)
Filed 2026-10-05
Versant Capital Management, Inc
INCREASED
Shares402 from 70
Change+332 (+474%)
Value$8.9K (+$7.7K)
Filed 2026-10-02
Darwin Wealth Management, LLC
INCREASED
Shares374 from 300
Change+74 (+25%)
Value$8.3K (+$3.2K)
Filed 2026-11-09
Harbor Capital Advisors, Inc.
NEW
Shares336
Change+336
Value$7
Filed 2026-10-22
Bogart Wealth, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.6K (+$1.6K)
Filed 2026-11-10
Essential Partners LLC
INCREASED
Shares270 from 154
Change+116 (+75%)
Value$6.0K (+$3.4K)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares260 from 47
Change+213 (+453%)
Value$5.7K (+$5.0K)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares237
Change+237
Value$5.2K
Filed 2026-10-26
PlanVest Financial, Inc
NEW
Shares224
Change+224
Value$5.0K
Filed 2026-11-09
True Wealth Design, LLC
INCREASED
Shares222 from 200
Change+22 (+11%)
Value$4.9K (+$1.6K)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$4.9K (+$1.2K)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares160 from 167
Change-7 (-4%)
Value$3.5K (+$739)
Filed 2026-11-09
UMB Bank, n.a.
NEW
Shares149
Change+149
Value$3.3K
Filed 2026-11-06
Adirondack Trust Co
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$3.1K (+$753)
Filed 2026-10-14
Smartleaf Asset Management LLC
NEW
Shares138
Change+138
Value$3.1K
Filed 2026-11-10
Larson Financial Group LLC
NEW
Shares135
Change+135
Value$3.0K
Filed 2026-11-05
Parkside Financial Bank & Trust
NEW
Shares103
Change+103
Value$2.3K
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares100
Change+100
Value$2.2K
Filed 2026-11-03
Elyxium Wealth, LLC
NEW
Shares100
Change+100
Value$2.2K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares100
Change+100
Value$2.2K
Filed 2026-11-06
Bare Financial Services, Inc
INCREASED
Shares87 from 62
Change+25 (+40%)
Value$1.9K (+$884)
Filed 2026-11-04
Zions Bancorporation, National Association
NEW
Shares60
Change+60
Value$1.3K
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW
Shares54
Change+54
Value$1.2K
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.1K (+$267)
Filed 2026-10-27
Roble, Belko & Company, Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1 ($0)
Filed 2026-11-09
Covestor Ltd
DECREASED
Shares41 from 43
Change-2 (-5%)
Value$1 ($0)
Filed 2026-10-30
Nisa Investment Advisors, LLC
NEW
Shares37
Change+37
Value$818
Filed 2026-10-20
Rossby Financial, LCC
NEW
Shares25
Change+25
Value$553
Filed 2026-11-05
Ascentis Wealth Management, LLC
NEW
Shares23
Change+23
Value$508
Filed 2026-11-03
Clearstead Advisors, LLC
DECREASED
Shares14 from 16
Change-2 (-12%)
Value$310 (+$41)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
NEW
Shares12
Change+12
Value$265
Filed 2026-11-05
Huntington National Bank
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$265 (+$64)
Filed 2026-11-10
WPG Advisers, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$66 (+$16)
Filed 2026-10-27
Squarepoint Ops LLC
CLOSED
Shares0 from 122,080
Change-122,080 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-09
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 77,550
Change-77,550 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 37,680
Change-37,680 (-100%)
Value$0 (-$631.1K)
Filed 2026-10-16
Imc-Chicago, LLC
CLOSED
Shares0 from 32,184
Change-32,184 (-100%)
Value$0 (-$539.1K)
Filed 2026-11-05
Sowell Financial Services LLC
CLOSED
Shares0 from 21,827
Change-21,827 (-100%)
Value$0 (-$365.6K)
Filed 2026-10-23
LOS Angeles Capital Management LLC
CLOSED
Shares0 from 15,077
Change-15,077 (-100%)
Value$0 (-$252.5K)
Filed 2026-11-10
Global Retirement Partners, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$8.4K)
Filed 2026-11-10
TPG GP A, LLC
N/A
Shares— from 16,395,435
Change-16,395,435 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,930,242
Change-2,930,242 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,576,444
Change-2,576,444 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 2,272,421
Change-2,272,421 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,895,677
Change-1,895,677 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 1,892,275
Change-1,892,275 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,820,798
Change-1,820,798 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,249,598
Change-1,249,598 (-100%)
Value—
Masters Capital Management LLC
N/A
Shares— from 1,028,200
Change-1,028,200 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 971,297
Change-971,297 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 890,249
Change-890,249 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 872,324
Change-872,324 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 672,505
Change-672,505 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 562,634
Change-562,634 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 478,671
Change-478,671 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 440,151
Change-440,151 (-100%)
Value—
UBS Group AG
N/A
Shares— from 428,900
Change-428,900 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 422,493
Change-422,493 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 416,227
Change-416,227 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 360,845
Change-360,845 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 329,320
Change-329,320 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 313,992
Change-313,992 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 306,997
Change-306,997 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 263,765
Change-263,765 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 258,109
Change-258,109 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 220,726
Change-220,726 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 177,867
Change-177,867 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 166,153
Change-166,153 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 161,119
Change-161,119 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 135,874
Change-135,874 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 131,594
Change-131,594 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 118,364
Change-118,364 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 118,148
Change-118,148 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 116,150
Change-116,150 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 108,800
Change-108,800 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 98,240
Change-98,240 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 86,000
Change-86,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 80,131
Change-80,131 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 76,300
Change-76,300 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 62,015
Change-62,015 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 59,700
Change-59,700 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 57,952
Change-57,952 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 48,692
Change-48,692 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 48,690
Change-48,690 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 48,585
Change-48,585 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 47,129
Change-47,129 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 44,597
Change-44,597 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 44,549
Change-44,549 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 43,749
Change-43,749 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 43,099
Change-43,099 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 42,634
Change-42,634 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 38,585
Change-38,585 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 38,063
Change-38,063 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 37,788
Change-37,788 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,464
Change-36,464 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 35,650
Change-35,650 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 34,323
Change-34,323 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,345
Change-33,345 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 32,474
Change-32,474 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 32,291
Change-32,291 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 31,364
Change-31,364 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 29,841
Change-29,841 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 26,533
Change-26,533 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 25,683
Change-25,683 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,808
Change-24,808 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 23,300
Change-23,300 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 21,426
Change-21,426 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 18,643
Change-18,643 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 18,362
Change-18,362 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,170
Change-17,170 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 15,691
Change-15,691 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,719
Change-14,719 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,057
Change-14,057 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 13,754
Change-13,754 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,631
Change-12,631 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Allstate Corp
N/A
Shares— from 10,999
Change-10,999 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,793
Change-7,793 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 859
Change-859 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 400
Change-400 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 245
Change-245 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 47
Change-47 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
FMR LLC
INCREASED34,616,10833,338,140+1,277,968+4%$558.4M$765.0M+$206.6M2026-11-10
General Electric Co
UNCHANGED20,310,40720,310,40700%$340.2M$448.9M+$108.7M2026-10-22
Amazon COM Inc
UNCHANGED11,753,89611,753,89600%$196.9M$259.8M+$62.9M2026-11-03
Geode Capital Management, LLC
INCREASED2,945,596795,558+2,150,038+270%$13.3M$65.1M+$51.8M2026-11-06
Evolution Wealth Advisors, LLC
NEW1,741,823—+1,741,823——$38.5M—2026-11-03
Empire Life Investments Inc.
INCREASED1,353,3771,337,839+15,538+1%$22.4M$29.9M+$7.5M2026-11-06
Baillie Gifford & Co
NEW1,088,632—+1,088,632——$24.1M—2026-11-09
Liberty Street Advisors, Inc.
DECREASED799,202999,202-200,000-20%$16.7M$17.7M+$925.7K2026-11-05
Bank of New York Mellon Corp
INCREASED429,900171,772+258,128+150%$2.9M$9.5M+$6.6M2026-11-05
Pictet Asset Management Holding SA
DECREASED371,686397,816-26,130-7%$6.7M$8.2M+$1.6M2026-11-03
Nuveen, LLC
INCREASED321,590164,883+156,707+95%$2.8M$7.1M+$4.3M2026-11-10
Cliftonlarsonallen Wealth Advisors, LLC
NEW131,452—+131,452——$2.9M—2026-10-14
Corps Capital Advisors, LLC
INCREASED129,039101,752+27,287+27%$1.7M$2.9M+$1.1M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED124,800124,80000%$2.1M$2.8M+$667.7K2026-11-05
Deutsche Bank Ag\
INCREASED106,74934,486+72,263+210%$577.6K$2.4M+$1.8M2026-11-06
Creative Planning
INCREASED87,42612,007+75,419+628%$201.1K$1.9M+$1.7M2026-11-02
Barclays PLC
INCREASED54,3459,201+45,144+491%$154.1K$1.2M+$1.0M2026-11-06
Citigroup Inc
DECREASED45,93454,926-8,992-16%$920.0K$1.0M+$95.1K2026-11-04
Renaissance Capital LLC
INCREASED43,40416,871+26,533+157%$282.6K$959.2K+$676.6K2026-10-23
Dimensional Fund Advisors LP
NEW35,908—+35,908——$793.6K—2026-11-04
Victory Capital Management Inc
INCREASED33,38313,089+20,294+155%$219.2K$737.8K+$518.5K2026-11-10
Police & Firemen's Retirement System of New Jersey
INCREASED32,4059,258+23,147+250%$155.1K$716.2K+$561.1K2026-11-09
Inspire Investing, LLC
NEW28,128—+28,128——$621.6K—2026-10-22
Moody National Bank Trust Division
UNCHANGED26,58726,58700%$445.3K$587.6K+$142.2K2026-10-06
Wealth Enhancement Advisory Services, LLC
INCREASED23,06115,415+7,646+50%$273.0K$472.8K+$199.8K2026-10-13
Voya Investment Management LLC
NEW22,360—+22,360——$494.2K—2026-11-10
State of Wyoming
INCREASED21,94416,437+5,507+34%$275.3K$485.0K+$209.6K2026-10-28
Green Alpha Advisors, LLC
INCREASED21,50821,346+162+1%$357.5K$475.3K+$117.8K2026-10-08
LPL Financial LLC
DECREASED20,93524,679-3,744-15%$413.4K$462.7K+$49.3K2026-11-06
Russell Investments Group, Ltd.
INCREASED19,99612,439+7,557+61%$208.4K$441.9K+$233.6K2026-11-06
Maple Capital Management, Inc.
NEW19,964—+19,964——$441.2K—2026-11-02
Wealthfront Advisers LLC
INCREASED18,95617,958+998+6%$300.8K$418.9K+$118.1K2026-11-09
J. Derek Lewis & Associates Inc.
INCREASED18,60014,600+4,000+27%$244.6K$411.1K+$166.5K2026-11-03
Hanson & Doremus Investment Management
NEW16,901—+16,901——$374.0K—2026-10-16
Arizona State Retirement System
INCREASED15,35814,957+401+3%$250.5K$339.4K+$88.9K2026-11-03
Silverlake Wealth Management LLC
NEW15,047—+15,047——$332.5K—2026-10-21
ProShare Advisors LLC
NEW14,842—+14,842——$328.0K—2026-10-29
Triumph Capital Management
NEW13,942—+13,942——$308.1K—2026-10-14
Bank Hapoalim BM
UNCHANGED13,00013,00000%$218.0K$287.0K+$69.0K2026-11-10
Simplex Trading, LLC
DECREASED12,96226,132-13,170-50%$437.7K$286.5K-$151.3K2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW12,461—+12,461——$275.0K—2026-11-02
KLP Kapitalforvaltning AS
UNCHANGED12,30012,30000%$206.0K$271.8K+$65.8K2026-11-10
Commonwealth Equity Services, LLC
DECREASED12,12412,218-94-1%$204.7K$267.9K+$63.3K2026-11-02
Xponance LLC
NEW11,649—+11,649——$257.4K—2026-11-03
Lanark Financial, Inc.
NEW11,245—+11,245——$248.5K—2026-10-26
Bessemer Group Inc
UNCHANGED10,63810,63800%$178.0K$235.0K+$57.0K2026-11-09
Quent Capital, LLC
NEW10,100—+10,100——$273.9K—2026-11-09
Clean Yield Group
UNCHANGED8,3248,32400%$139.4K$184.0K+$44.5K2026-10-28
Fulcrum Asset Management LLP
NEW6,632—+6,632——$148.8K—2026-11-04
Farther Finance Advisors, LLC
INCREASED4,6201,232+3,388+275%$20.6K$102.1K+$81.5K2026-10-08
Fifth Third Bancorp
INCREASED4,196855+3,341+391%$14.3K$92.7K+$78.4K2026-11-05
Parallel Advisors, LLC
INCREASED3,8543,573+281+8%$59.9K$85.2K+$25.3K2026-11-03
KBC Group NV
NEW3,831—+3,831——$85.0K—2026-10-22
GK Wealth Management LLC
NEW2,800—+2,800——$61.9K—2026-10-09
Sterling Capital Management LLC
INCREASED2,761518+2,243+433%$8.7K$61.0K+$52.3K2026-10-22
Centerpoint Advisors, LLC
DECREASED2,6202,870-250-9%$48.0K$58.0K+$10.0K2026-11-05
Allworth Financial LP
INCREASED2,1411,786+355+20%$29.9K$35.9K+$5.9K2026-11-06
Wolff Wiese Magana LLC
UNCHANGED1,4931,49300%$25.0K$33.0K+$8.0K2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED1,3662,025-659-33%$33.9K$30.2K-$3.7K2026-10-29
Manchester Capital Management LLC
UNCHANGED1,3401,34000%$22.4K$29.6K+$7.2K2026-10-22
IFP Advisors, Inc
DECREASED1,2481,803-555-31%$30.2K$27.6K-$2.6K2026-10-16
PNC Financial Services Group, Inc.
INCREASED1,219947+272+29%$15.9K$26.9K+$11.1K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED1,211724+487+67%$12.1K$26.8K+$14.6K2026-11-04
Mascoma Wealth Management LLC
INCREASED1,1831,135+48+4%$19.0K$26.1K+$7.1K2026-10-23
Horizon Financial Services, LLC
INCREASED1,00033+967+2930%$553$22.1K+$21.5K2026-11-04
Addison Advisors LLC
UNCHANGED90090000%$15.1K$19.9K+$4.8K2026-11-06
Fortitude Family Office, LLC
NEW813—+813——$18.0K—2026-10-14
Gamma Investing LLC
INCREASED774236+538+228%$4.0K$17.1K+$13.2K2026-10-08
Root Financial Partners, LLC
NEW664—+664——$14.7K—2026-10-21
Rothschild Investment LLC
INCREASED574475+99+21%$8.0K$12.7K+$4.7K2026-11-10
Community Financial Services Group, LLC
INCREASED569469+100+21%$8.2K$12.4K+$4.2K2026-10-15
SBI Securities Co., Ltd.
DECREASED532544-12-2%$9.1K$11.8K+$2.6K2026-10-22
Avion Wealth
UNCHANGED50050000%$8$11.0K+$11.0K2026-11-04
Sawyer & Company, Inc
NEW460—+460——$10.2K—2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED418302+116+38%$5.1K$9.2K+$4.2K2026-10-05
Versant Capital Management, Inc
INCREASED40270+332+474%$1.2K$8.9K+$7.7K2026-10-02
Darwin Wealth Management, LLC
INCREASED374300+74+25%$5.0K$8.3K+$3.2K2026-11-09
Harbor Capital Advisors, Inc.
NEW336—+336——$7—2026-10-22
Bogart Wealth, LLC
UNCHANGED30030000%$5.0K$6.6K+$1.6K2026-11-10
Essential Partners LLC
INCREASED270154+116+75%$2.6K$6.0K+$3.4K2026-10-14
SJS Investment Consulting Inc.
INCREASED26047+213+453%$788$5.7K+$5.0K2026-10-26
DeDora Capital, Inc.
NEW237—+237——$5.2K—2026-10-26
PlanVest Financial, Inc
NEW224—+224——$5.0K—2026-11-09
True Wealth Design, LLC
INCREASED222200+22+11%$3.4K$4.9K+$1.6K2026-10-13
US Bancorp \de\
UNCHANGED22122100%$3.7K$4.9K+$1.2K2026-11-05
Harbour Investments, Inc.
DECREASED160167-7-4%$2.8K$3.5K+$7392026-11-09
UMB Bank, n.a.
NEW149—+149——$3.3K—2026-11-06
Adirondack Trust Co
UNCHANGED14114100%$2.4K$3.1K+$7532026-10-14
Smartleaf Asset Management LLC
NEW138—+138——$3.1K—2026-11-10
Larson Financial Group LLC
NEW135—+135——$3.0K—2026-11-05
Parkside Financial Bank & Trust
NEW103—+103——$2.3K—2026-10-27
Ascentis Independent Advisors
NEW100—+100——$2.2K—2026-11-03
Elyxium Wealth, LLC
NEW100—+100——$2.2K—2026-10-27
Rothwell Investment Advisors, LLC
NEW100—+100——$2.2K—2026-11-06
Bare Financial Services, Inc
INCREASED8762+25+40%$1.0K$1.9K+$8842026-11-04
Zions Bancorporation, National Association
NEW60—+60——$1.3K—2026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW54—+54——$1.2K—2026-10-27
North Star Investment Management Corp.
UNCHANGED505000%$838$1.1K+$2672026-10-27
Roble, Belko & Company, Inc
UNCHANGED484800%$1$1$02026-11-09
Covestor Ltd
DECREASED4143-2-5%$1$1$02026-10-30
Nisa Investment Advisors, LLC
NEW37—+37——$818—2026-10-20
Rossby Financial, LCC
NEW25—+25——$553—2026-11-05
Ascentis Wealth Management, LLC
NEW23—+23——$508—2026-11-03
Clearstead Advisors, LLC
DECREASED1416-2-12%$269$310+$412026-11-06
Silver Grove Financial Group, Inc.
NEW12—+12——$265—2026-11-05
Huntington National Bank
UNCHANGED121200%$201$265+$642026-11-10
WPG Advisers, LLC
UNCHANGED3300%$50$66+$162026-10-27
Squarepoint Ops LLC
CLOSED0122,080-122,080-100%$2.0M$0-$2.0M2026-11-09
Capricorn Fund Managers Ltd
CLOSED077,550-77,550-100%$1.3M$0-$1.3M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED037,680-37,680-100%$631.1K$0-$631.1K2026-10-16
Imc-Chicago, LLC
CLOSED032,184-32,184-100%$539.1K$0-$539.1K2026-11-05
Sowell Financial Services LLC
CLOSED021,827-21,827-100%$365.6K$0-$365.6K2026-10-23
LOS Angeles Capital Management LLC
CLOSED015,077-15,077-100%$252.5K$0-$252.5K2026-11-10
Global Retirement Partners, LLC
CLOSED0500-500-100%$8.4K$0-$8.4K2026-11-10
TPG GP A, LLC
N/A—16,395,435-16,395,435-100%$274.6M———
BlackRock, Inc.
N/A—2,930,242-2,930,242-100%$49.1M———
State Street Corp
N/A—2,576,444-2,576,444-100%$43.2M———
T. Rowe Price Investment Management, Inc.
N/A—2,272,421-2,272,421-100%$38.1M———
Vanguard Portfolio Management LLC
N/A—1,895,677-1,895,677-100%$31.8M———
Hite Hedge Asset Management LLC
N/A—1,892,275-1,892,275-100%$31.7M———
Vanguard Capital Management LLC
N/A—1,820,798-1,820,798-100%$30.5M———
Norges Bank
N/A—1,249,598-1,249,598-100%$20.9M———
Masters Capital Management LLC
N/A—1,028,200-1,028,200-100%$17.2M———
Millennium Management LLC
N/A—971,297-971,297-100%$16.3M———
Clearbridge Investments, LLC
N/A—890,249-890,249-100%$14.9M———
Citadel Advisors LLC
N/A—872,324-872,324-100%$14.6M———
Adage Capital Partners GP, L.L.C.
N/A—672,505-672,505-100%$11.3M———
Morgan Stanley
N/A—562,634-562,634-100%$9.4M———
Invesco Ltd.
N/A—478,671-478,671-100%$8.0M———
Bank of America Corp
N/A—440,151-440,151-100%$7.4M———
UBS Group AG
N/A—428,900-428,900-100%$7.2M———
Granahan Investment Management, LLC
N/A—422,493-422,493-100%$7.1M———
AQR Capital Management LLC
N/A—416,227-416,227-100%$7.0M———
Segall Bryant & Hamill, LLC
N/A—360,845-360,845-100%$6.0M———
Charles Schwab Investment Management Inc
N/A—329,320-329,320-100%$5.5M———
Marino Management, LLC
N/A—313,992-313,992-100%$5.3M———
JPMorgan Chase & Co
N/A—306,997-306,997-100%$5.1M———
Seven Grand Managers, LLC
N/A—300,000-300,000-100%$5.0M———
Gilder Gagnon Howe & Co LLC
N/A—263,765-263,765-100%$4.4M———
Goldman Sachs Group Inc
N/A—258,109-258,109-100%$4.3M———
Burkehill Global Management, LP
N/A—225,000-225,000-100%$3.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—225,000-225,000-100%$3.8M———
Vanguard Fiduciary Trust Co
N/A—220,726-220,726-100%$3.7M———
Alyeska Investment Group, L.P.
N/A—177,867-177,867-100%$3.0M———
Quantinno Capital Management LP
N/A—166,153-166,153-100%$2.8M———
Marshall Wace, LLP
N/A—161,119-161,119-100%$2.7M———
Susquehanna International Group, LLP
N/A—135,874-135,874-100%$2.3M———
Aureus Asset Management, LLC
N/A—131,594-131,594-100%$2.2M———
Weiss Asset Management LP
N/A—118,364-118,364-100%$2.0M———
Holocene Advisors, LP
N/A—118,148-118,148-100%$2.0M———
Trexquant Investment LP
N/A—116,150-116,150-100%$1.9M———
Swiss National Bank
N/A—108,800-108,800-100%$1.8M———
Ghisallo Capital Management LLC
N/A—100,000-100,000-100%$1.7M———
SCS Capital Management LLC
N/A—98,240-98,240-100%$1.6M———
Sora Investors LLC
N/A—86,000-86,000-100%$1.4M———
Wealthspire Advisors, LLC
N/A—80,131-80,131-100%$1.3M———
TD Asset Management Inc
N/A—76,300-76,300-100%$1.3M———
California State Teachers Retirement System
N/A—62,015-62,015-100%$1.0M———
Renaissance Technologies LLC
N/A—59,700-59,700-100%$1,000.0K———
Ameriprise Financial Inc
N/A—57,952-57,952-100%$970.7K———
Wells Fargo & Company
N/A—48,692-48,692-100%$815.6K———
Alliancebernstein L.P.
N/A—48,690-48,690-100%$715.7K———
Price T Rowe Associates Inc
N/A—48,585-48,585-100%$814.0K———
IEQ Capital, LLC
N/A—47,129-47,129-100%$789.4K———
UBS Asset Management Americas LLC
N/A—44,597-44,597-100%$747.0K———
Manufacturers Life Insurance Company, the
N/A—44,549-44,549-100%$746.2K———
Rhumbline Advisers
N/A—43,749-43,749-100%$732.8K———
SG Americas Securities, LLC
N/A—43,099-43,099-100%$722.0K———
BNP Paribas Financial Markets
N/A—42,634-42,634-100%$714.1K———
Vanguard Asset Management, Ltd
N/A—38,585-38,585-100%$646.3K———
Mariner, LLC
N/A—38,063-38,063-100%$637.5K———
Pathstone Holdings, LLC
N/A—37,788-37,788-100%$634.1K———
Raymond James Financial Inc
N/A—36,464-36,464-100%$610.8K———
First Foundation Advisors
N/A—35,650-35,650-100%$597.1K———
Jump Financial, LLC
N/A—34,323-34,323-100%$574.9K———
Advisory Services Network, LLC
N/A—33,345-33,345-100%$558.5K———
Composition Wealth, LLC
N/A—32,474-32,474-100%$543.9K———
Legal & General Group Plc
N/A—32,291-32,291-100%$540.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—31,364-31,364-100%$525.3K———
Federated Hermes, Inc.
N/A—29,841-29,841-100%$499.8K———
Aquatic Capital Management LLC
N/A—26,533-26,533-100%$444.4K———
Vident Advisory, LLC
N/A—25,683-25,683-100%$430.2K———
Woodline Partners LP
N/A—25,000-25,000-100%$418.8K———
Mercer Global Advisors Inc
N/A—24,808-24,808-100%$415.5K———
Jupiter Topco LLC
N/A—23,300-23,300-100%$389.9K———
State of Wisconsin Investment Board
N/A—21,426-21,426-100%$358.9K———
MetLife Investment Management, LLC
N/A—18,643-18,643-100%$312.3K———
SummitTX Capital, L.P.
N/A—18,362-18,362-100%$307.6K———
Kingsview Wealth Management, LLC
N/A—17,170-17,170-100%$287.6K———
Evercore Wealth Management, LLC
N/A—15,691-15,691-100%$262.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—15,600-15,600-100%$261.3K———
Cresset Asset Management, LLC
N/A—14,719-14,719-100%$246.5K———
Integrated Wealth Concepts LLC
N/A—14,057-14,057-100%$235.5K———
Vanguard Investments Australia, Ltd.
N/A—13,754-13,754-100%$230.4K———
Cerity Partners LLC
N/A—13,162-13,162-100%$220.5K———
Stifel Financial Corp
N/A—12,631-12,631-100%$211.6K———
Vanguard Global Advisers, LLC
N/A—12,099-12,099-100%$202.7K———
Advisors Capital Management, LLC
N/A—11,894-11,894-100%$199.2K———
SEI Investments Co
N/A—11,317-11,317-100%$189.6K———
Allstate Corp
N/A—10,999-10,999-100%$184.2K———
New York State Common Retirement Fund
N/A—10,400-10,400-100%$174.2K———
Brevan Howard Capital Management LP
N/A—10,335-10,335-100%$173.1K———
Captrust Financial Advisors
N/A—10,037-10,037-100%$168.1K———
Bollard Group LLC
N/A—9,798-9,798-100%$164.0K———
Osaic Holdings, Inc.
N/A—7,793-7,793-100%$130.5K———
Royal Bank of Canada
N/A—5,033-5,033-100%$84.0K———
Jones Financial Companies Lllp
N/A—3,290-3,290-100%$54.9K———
Arax Advisory Partners
N/A—2,781-2,781-100%$46.6K———
Ameritas Investment Partners, Inc.
N/A—2,722-2,722-100%$45.6K———
Whittier Trust Co of Nevada Inc
N/A—2,269-2,269-100%$38.5K———
Rockefeller Capital Management L.P.
N/A—1,774-1,774-100%$29.7K———
Tower Research Capital LLC (TRC)
N/A—1,438-1,438-100%$24.1K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,200-1,200-100%$20.1K———
Steward Partners Investment Advisory, LLC
N/A—1,056-1,056-100%$17.7K———
Aster Capital Management (Difc) Ltd
N/A—859-859-100%$14.4K———
Rialto Wealth Management, LLC
N/A—600-600-100%$10.1K———
Kemnay Advisory Services Inc.
N/A—529-529-100%$8.9K———
Atlantic Union Bankshares Corp
N/A—400-400-100%$6.7K———
National Bank of Canada
N/A—245-245-100%$4.1K———
SHP Wealth Management
N/A—47-47-100%$787———
HM Payson & Co
N/A—30-30-100%$503———
IMA Advisory Services, Inc.
N/A—30-30-100%$503———
Investors Portfolio Services LLC
N/A—25-25-100%$419———
JPL Wealth Management, LLC
N/A—19-19-100%$319———
Cornerstone Financial Management LLC
N/A—16-16-100%$268———
Showing 225 of 225 institutions