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Brookfield Infrastructure (BIPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barclays PLC
INCREASED
Shares2,133,583 from 176,404
Change+1,957,179 (+1109%)
Value$76.0M (+$69.2M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares1,966,411 from 2,010,191
Change-43,780 (-2%)
Value$70.3M (-$6.7M)
Filed 2026-10-16
Geode Capital Management, LLC
INCREASED
Shares1,918,147 from 1,884,422
Change+33,725 (+2%)
Value$68.3M (-$4.3M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,869,420 from 3,160,380
Change-1,290,960 (-41%)
Value$66.6M (-$55.1M)
Filed 2026-11-02
Dimensional Fund Advisors LP
INCREASED
Shares1,222,699 from 1,154,140
Change+68,559 (+6%)
Value$43.5M (-$893.9K)
Filed 2026-11-04
Private Management Group Inc
INCREASED
Shares992,331 from 147,038
Change+845,293 (+575%)
Value$35.3M (+$29.7M)
Filed 2026-11-04
Copeland Capital Management, LLC
DECREASED
Shares756,208 from 997,355
Change-241,147 (-24%)
Value$26.9M (-$11.5M)
Filed 2026-10-13
Oak Grove Capital LLC
INCREASED
Shares753,300 from 716,000
Change+37,300 (+5%)
Value$26.8M (-$741.0K)
Filed 2026-10-09
Verity & Verity, LLC
INCREASED
Shares472,931 from 453,520
Change+19,411 (+4%)
Value$16.8M (-$619.4K)
Filed 2026-10-23
CIBC Asset Management Inc
INCREASED
Shares420,671 from 320,519
Change+100,152 (+31%)
Value$15.0M (+$1.7M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares361,983 from 365,491
Change-3,508 (-1%)
Value$12.9M (-$1.2M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares289,605 from 418,986
Change-129,381 (-31%)
Value$10.3M (-$11.5M)
Filed 2026-11-02
TrueMark Investments, LLC
INCREASED
Shares271,540 from 170,826
Change+100,714 (+59%)
Value$9.7M (+$3.1M)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares219,822 from 50,498
Change+169,324 (+335%)
Value$7.8M (+$5.9M)
Filed 2026-10-23
Deutsche Bank Ag\
INCREASED
Shares177,658 from 157,428
Change+20,230 (+13%)
Value$6.3M (+$265.4K)
Filed 2026-11-06
Fenimore Asset Management Inc
DECREASED
Shares158,867 from 363,178
Change-204,311 (-56%)
Value$5.7M (-$8.3M)
Filed 2026-10-08
Davenport & Co LLC
DECREASED
Shares142,839 from 149,640
Change-6,801 (-5%)
Value$5.1M (-$682.4K)
Filed 2026-10-14
Maryland State Retirement & Pension System
DECREASED
Shares120,298 from 132,610
Change-12,312 (-9%)
Value$4.3M (-$821.7K)
Filed 2026-11-05
Castellan Group
INCREASED
Shares119,433 from 118,241
Change+1,192 (+1%)
Value$4.3M (-$299.3K)
Filed 2026-10-19
Intact Investment Management Inc.
UNCHANGED
Shares114,900 from 114,900
Change0 (0%)
Value$4.1M (-$337.6K)
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
INCREASED
Shares114,670 from 113,501
Change+1,169 (+1%)
Value$4.1M (-$286.4K)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares111,554 from 112,506
Change-952 (-1%)
Value$4.0M (-$359.1K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares87,801 from 96,152
Change-8,351 (-9%)
Value$3.1M (-$575.2K)
Filed 2026-11-06
Redmond Asset Management, LLC
DECREASED
Shares82,588 from 100,638
Change-18,050 (-18%)
Value$2.9M (-$933.6K)
Filed 2026-10-27
Ipswich Investment Management Co., Inc.
DECREASED
Shares65,386 from 71,037
Change-5,651 (-8%)
Value$2.3M (-$406.5K)
Filed 2026-10-13
Viewpoint Investment Partners Corp
DECREASED
Shares58,882 from 62,140
Change-3,258 (-5%)
Value$1.9M (-$283.1K)
Filed 2026-10-26
Strs Ohio
INCREASED
Shares57,800 from 40,500
Change+17,300 (+43%)
Value$2.1M (+$499.0K)
Filed 2026-10-30
Weil Company, Inc.
DECREASED
Shares48,167 from 49,284
Change-1,117 (-2%)
Value$1.7M (-$182.2K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
DECREASED
Shares45,793 from 47,922
Change-2,129 (-4%)
Value$1.7M (-$284.1K)
Filed 2026-10-27
Corrado Advisors, LLC
INCREASED
Shares41,611 from 39,088
Change+2,523 (+6%)
Value$1.5M (-$23.1K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares39,204 from 31,285
Change+7,919 (+25%)
Value$1.4M (+$191.6K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares36,610 from 35,298
Change+1,312 (+4%)
Value$1.3M (-$55.3K)
Filed 2026-10-28
Baskin Financial Services Inc.
DECREASED
Shares36,588 from 38,174
Change-1,586 (-4%)
Value$1.3M (-$168.0K)
Filed 2026-10-19
Amundi
DECREASED
Shares35,367 from 37,033
Change-1,666 (-4%)
Value$1.3M (-$166.4K)
Filed 2026-11-06
Sierra Summit Advisors LLC
NEW
Shares32,920
Change+32,920
Value$1.2M
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares31,545 from 34,934
Change-3,389 (-10%)
Value$1.1M (-$221.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares30,499 from 33,406
Change-2,907 (-9%)
Value$1.1M (-$200.0K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares28,882 from 29,770
Change-888 (-3%)
Value$1.0M (-$117.7K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares26,988 from 29,501
Change-2,513 (-9%)
Value$961.0K (-$174.7K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares26,379 from 35,616
Change-9,237 (-26%)
Value$939.4K (-$431.9K)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares24,978 from 24,088
Change+890 (+4%)
Value$891.8K (-$36.7K)
Filed 2026-11-03
C WorldWide Group Holding A/S
NEW
Shares24,469
Change+24,469
Value$871.0K
Filed 2026-11-04
Pacifica Partners Inc.
INCREASED
Shares22,105 from 21,928
Change+177 (+1%)
Value$790.7K (-$61.9K)
Filed 2026-10-09
Hedeker Wealth, LLC
INCREASED
Shares21,619 from 21,054
Change+565 (+3%)
Value$769.9K (-$40.7K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
DECREASED
Shares21,461 from 30,452
Change-8,991 (-30%)
Value$764.2K (-$408.2K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares21,118 from 26,007
Change-4,889 (-19%)
Value$752.0K (-$249.3K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares20,580 from 69,275
Change-48,695 (-70%)
Value$734.8K (-$1.9M)
Filed 2026-11-04
Forest Hill Capital, LLC
UNCHANGED
Shares20,100 from 20,100
Change0 (0%)
Value$715.8K (-$58.1K)
Filed 2026-11-05
Addenda Capital Inc.
UNCHANGED
Shares19,480 from 19,480
Change0 (0%)
Value$987.4K (-$77.9K)
Filed 2026-10-13
Parcion Private Wealth LLC
DECREASED
Shares18,394 from 147,186
Change-128,792 (-87%)
Value$655.0K (-$5.0M)
Filed 2026-10-28
TD Private Client Wealth LLC
DECREASED
Shares17,865 from 19,179
Change-1,314 (-7%)
Value$636.2K (-$103.2K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares17,014 from 17,629
Change-615 (-3%)
Value$605.9K (-$72.9K)
Filed 2026-11-02
Third View Private Wealth, LLC
DECREASED
Shares16,761 from 33,244
Change-16,483 (-50%)
Value$596.8K (-$683.1K)
Filed 2026-10-30
Xponance LLC
DECREASED
Shares16,449 from 17,049
Change-600 (-4%)
Value$585.7K (-$70.6K)
Filed 2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares14,819 from 14,819
Change0 (0%)
Value$527.7K (-$42.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares13,494 from 22,165
Change-8,671 (-39%)
Value$501.0K (-$375.6K)
Filed 2026-10-13
Financial Perspectives, Inc
INCREASED
Shares12,682 from 12,674
Change+8 (+0%)
Value$451.6K (-$36.4K)
Filed 2026-11-03
Bfsg, LLC
INCREASED
Shares11,422 from 4,895
Change+6,527 (+133%)
Value$406.7K (+$218.3K)
Filed 2026-10-30
HUB Investment Partners, LLC
NEW
Shares10,771
Change+10,771
Value$383.6K
Filed 2026-11-03
Pathway Financial Advisers, LLC
INCREASED
Shares10,523 from 8,504
Change+2,019 (+24%)
Value$374.7K (+$47.3K)
Filed 2026-10-27
Walnut Private Equity Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$356.1K (-$28.9K)
Filed 2026-10-14
Balboa Wealth Partners
DECREASED
Shares9,666 from 10,857
Change-1,191 (-11%)
Value$344.2K (-$73.8K)
Filed 2026-10-20
Guardian Partners Inc.
INCREASED
Shares9,162 from 9,017
Change+145 (+2%)
Value$326.9K (-$20.6K)
Filed 2026-10-21
Paragon Capital Management Ltd
DECREASED
Shares9,154 from 11,904
Change-2,750 (-23%)
Value$326.0K (-$132.3K)
Filed 2026-10-09
Axxcess Wealth Management, LLC
INCREASED
Shares8,832 from 6,276
Change+2,556 (+41%)
Value$314.5K (+$72.9K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares8,785 from 2,686
Change+6,099 (+227%)
Value$312.9K (+$209.4K)
Filed 2026-10-16
BankPlus Wealth Management LLC
INCREASED
Shares8,636 from 8,201
Change+435 (+5%)
Value$307.5K (-$8.2K)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares8,487 from 8,714
Change-227 (-3%)
Value$302.2K (-$33.3K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
NEW
Shares7,995
Change+7,995
Value$284.7K
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares7,775 from 7,945
Change-170 (-2%)
Value$276.9K (-$33.1K)
Filed 2026-10-19
Vaughan & Co Securities, Inc.
DECREASED
Shares7,763 from 7,866
Change-103 (-1%)
Value$276.4K (-$26.4K)
Filed 2026-10-23
Brighton Jones LLC
DECREASED
Shares7,440 from 9,496
Change-2,056 (-22%)
Value$265.0K (-$100.6K)
Filed 2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED
Shares7,335 from 7,335
Change0 (0%)
Value$261.8K (-$20.2K)
Filed 2026-11-03
Marks Group Wealth Management, Inc
DECREASED
Shares7,315 from 11,208
Change-3,893 (-35%)
Value$260.5K (-$171.0K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares7,278 from 10,065
Change-2,787 (-28%)
Value$259.2K (-$128.3K)
Filed 2026-10-30
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$249.3K (-$20.2K)
Filed 2026-10-14
Chapman Financial Group, LLC
UNCHANGED
Shares6,696 from 6,696
Change0 (0%)
Value$238.4K (-$19.4K)
Filed 2026-10-26
Investment Partners Asset Management, Inc.
DECREASED
Shares6,643 from 7,126
Change-483 (-7%)
Value$236.6K (-$37.8K)
Filed 2026-10-09
Nykredit A/S
INCREASED
Shares6,400 from 1,600
Change+4,800 (+300%)
Value$228.5K (+$166.8K)
Filed 2026-11-06
Stokes Capital Advisors, LLC
NEW
Shares6,376
Change+6,376
Value$227.1K
Filed 2026-10-09
Milestone Asset Management Group, LLC
NEW
Shares6,199
Change+6,199
Value$220.7K
Filed 2026-10-20
Quad-Cities Investment Group, LLC
UNCHANGED
Shares6,023 from 6,023
Change0 (0%)
Value$214.5K (-$17.4K)
Filed 2026-10-16
Toth Financial Advisory Corp
UNCHANGED
Shares6,002 from 6,002
Change0 (0%)
Value$213.7K (-$17.3K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares5,882 from 5,819
Change+63 (+1%)
Value$209.5K (-$14.6K)
Filed 2026-10-16
Advocate Investing Services LLC
DECREASED
Shares5,788 from 5,938
Change-150 (-3%)
Value$206.1K (-$22.5K)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares5,666 from 6,059
Change-393 (-6%)
Value$201.8K (-$31.5K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares3,888 from 3,901
Change-13 (0%)
Value$138.5K (-$11.7K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares3,511 from 3,286
Change+225 (+7%)
Value$135.2K (+$8.7K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares3,250 from 3,206
Change+44 (+1%)
Value$115.7K (-$7.7K)
Filed 2026-10-23
Gamma Investing LLC
DECREASED
Shares3,232 from 3,794
Change-562 (-15%)
Value$115.1K (-$31.0K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares2,885 from 1,861
Change+1,024 (+55%)
Value$102.7K (+$31.1K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares2,471 from 2,546
Change-75 (-3%)
Value$88.0K (-$10.0K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
DECREASED
Shares1,818 from 6,117
Change-4,299 (-70%)
Value$64.7K (-$170.8K)
Filed 2026-10-20
American National Bank & Trust
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$59.6K (-$4.8K)
Filed 2026-10-07
CoreCap Advisors, LLC
DECREASED
Shares1,480 from 1,517
Change-37 (-2%)
Value$52.7K (-$5.7K)
Filed 2026-10-08
Gold Investment Management Ltd.
INCREASED
Shares1,281 from 121
Change+1,160 (+959%)
Value$45.6K (+$41.0K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares1,169 from 47
Change+1,122 (+2387%)
Value$41.6K (+$39.8K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,045 from 1,035
Change+10 (+1%)
Value$37.2K (-$2.6K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.6K (-$2.9K)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.6K (-$2.9K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$33.3K (-$2.7K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares901 from 901
Change0 (0%)
Value$32.1K (-$2.6K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares890 from 1,275
Change-385 (-30%)
Value$31.7K (-$17.4K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares838 from 419
Change+419 (+100%)
Value$29.8K (+$13.7K)
Filed 2026-10-21
First Premier Bank
DECREASED
Shares799 from 841
Change-42 (-5%)
Value$28 (-$4)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares790 from 2,074
Change-1,284 (-62%)
Value$28.1K (-$51.7K)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$26.7K (-$2.2K)
Filed 2026-10-23
Versant Capital Management, Inc
INCREASED
Shares697 from 149
Change+548 (+368%)
Value$24.8K (+$19.1K)
Filed 2026-10-02
First Command Advisory Services, Inc.
DECREASED
Shares566 from 841
Change-275 (-33%)
Value$20.2K (-$12.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares538 from 892
Change-354 (-40%)
Value$19.2K (-$15.2K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares497 from 636
Change-139 (-22%)
Value$17.7K (-$6.8K)
Filed 2026-10-27
Zions Bancorporation, National Association
INCREASED
Shares398 from 286
Change+112 (+39%)
Value$14.2K (+$3.2K)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares398 from 414
Change-16 (-4%)
Value$14.2K (-$1.8K)
Filed 2026-10-22
Montag A & Associates Inc
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$13.4K (-$1.1K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$13.3K (-$1.1K)
Filed 2026-10-23
Bayban
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$11.6K ($0)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
DECREASED
Shares297 from 310
Change-13 (-4%)
Value$10.6K (-$1.4K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$10.3K (-$838)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares275 from 831
Change-556 (-67%)
Value$9.8K (-$22.2K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares266 from 596
Change-330 (-55%)
Value$9.5K (-$13.5K)
Filed 2026-10-05
North Star Investment Management Corp.
NEW
Shares250
Change+250
Value$8.9K
Filed 2026-10-27
Evermay Wealth Management LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$8.9K (-$720)
Filed 2026-11-05
UMB Bank, n.a.
INCREASED
Shares238 from 115
Change+123 (+107%)
Value$8.5K (+$4.0K)
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$6.7K (-$541)
Filed 2026-10-05
Nfsg Corp
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$6.1K (-$495)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares151 from 186
Change-35 (-19%)
Value$5.4K (-$1.8K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
NEW
Shares150
Change+150
Value$5.3K
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares143 from 355
Change-212 (-60%)
Value$5.1K (-$8.6K)
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares127 from 220
Change-93 (-42%)
Value$4.5K (-$3.9K)
Filed 2026-10-14
Bank & Trust Co
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$4.4K (-$358)
Filed 2026-10-07
Simplex Trading, LLC
DECREASED
Shares122 from 285
Change-163 (-57%)
Value$4.3K (-$6.6K)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares119 from 147
Change-28 (-19%)
Value$4.2K (-$1.4K)
Filed 2026-10-29
Princeton Global Asset Management LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$3.8K (-$312)
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares99 from 142
Change-43 (-30%)
Value$3.5K (-$1.9K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares86 from 54
Change+32 (+59%)
Value$3.1K (+$984)
Filed 2026-10-13
Lanark Financial, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.0K (-$243)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$3.0K (-$240)
Filed 2026-10-20
Compass Financial Management LLC
NEW
Shares82
Change+82
Value$2.9K
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares62
Change+62
Value$2.2K
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.2K (-$179)
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.2K (-$177)
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares58
Change+58
Value$2.1K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.8K (-$144)
Filed 2026-10-09
Blue Trust, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.7K (-$139)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares45
Change+45
Value$1.6K
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.6K (-$127)
Filed 2026-10-19
Rothwell Investment Advisors, LLC
NEW
Shares40
Change+40
Value$1.4K
Filed 2026-11-06
Birchwood Financial Partners, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.3K (-$104)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
NEW
Shares34
Change+34
Value$1.2K
Filed 2026-10-29
Private Wealth Management Group, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.0K (-$84)
Filed 2026-10-19
Breakwater Investment Management
NEW
Shares24
Change+24
Value$855
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$855 (-$69)
Filed 2026-10-13
Retirement Wealth Solutions LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$535 (-$43)
Filed 2026-10-07
Louisbourg Investments Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$429 (-$33)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
NEW
Shares8
Change+8
Value$285
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares8
Change+8
Value$284
Filed 2026-11-05
SJS Investment Consulting Inc.
DECREASED
Shares8 from 159
Change-151 (-95%)
Value$285 (-$5.8K)
Filed 2026-10-26
Mascoma Wealth Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$249 (-$21)
Filed 2026-10-23
MV Capital Management, Inc.
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$179 (+$25)
Filed 2026-10-29
GHP Investment Advisors, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$143 (-$11)
Filed 2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$143 (-$11)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares1
Change+1
Value$36
Filed 2026-11-04
Annex Advisory Services, LLC
CLOSED
Shares0 from 125,623
Change-125,623 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 24,709
Change-24,709 (-100%)
Value$0 (-$944.1K)
Filed 2026-11-02
CenterBook Partners LP
CLOSED
Shares0 from 17,661
Change-17,661 (-100%)
Value$0 (-$679.9K)
Filed 2026-11-02
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 16,873
Change-16,873 (-100%)
Value$0 (-$649.6K)
Filed 2026-10-26
Baker Tilly Wealth Management, LLC
CLOSED
Shares0 from 10,215
Change-10,215 (-100%)
Value$0 (-$393.3K)
Filed 2026-10-05
Merit Financial Group, LLC
CLOSED
Shares0 from 8,582
Change-8,582 (-100%)
Value$0 (-$330.4K)
Filed 2026-11-06
HB Wealth Management, LLC
CLOSED
Shares0 from 8,351
Change-8,351 (-100%)
Value$0 (-$321.5K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 6,958
Change-6,958 (-100%)
Value$0 (-$268.0K)
Filed 2026-10-22
Inscription Capital, LLC
CLOSED
Shares0 from 5,724
Change-5,724 (-100%)
Value$0 (-$220.4K)
Filed 2026-11-02
Personal CFO Solutions, LLC
CLOSED
Shares0 from 5,653
Change-5,653 (-100%)
Value$0 (-$217.6K)
Filed 2026-11-06
Tandem Capital Management Corp
CLOSED
Shares0 from 5,633
Change-5,633 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-22
Covestor Ltd
CLOSED
Shares0 from 1,976
Change-1,976 (-100%)
Value$0 (-$76.0K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-28
Atlatl Advisers LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-22
Centerpoint Advisors, LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$7)
Filed 2026-11-05
Jcic Asset Management Inc.
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-30
West Paces Advisors Inc.
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Creative Capital Management Investments LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-14
Financial Consulate, Inc
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
Avion Wealth
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 ($0)
Filed 2026-11-04
Fortitude Family Office, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$347)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$248)
Filed 2026-10-30
Robinswood Financial LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$38)
Filed 2026-10-20
BlackRock, Inc.
N/A
Shares— from 8,764,635
Change-8,764,635 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,887,517
Change-5,887,517 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,554,830
Change-4,554,830 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,798,694
Change-3,798,694 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,691,022
Change-3,691,022 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,575,201
Change-3,575,201 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,344,289
Change-3,344,289 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,112,566
Change-3,112,566 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,093,748
Change-2,093,748 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,859,734
Change-1,859,734 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,626,688
Change-1,626,688 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,574,621
Change-1,574,621 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,480,254
Change-1,480,254 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,320,151
Change-1,320,151 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,187,966
Change-1,187,966 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,173,607
Change-1,173,607 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,172,063
Change-1,172,063 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,139,366
Change-1,139,366 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,038,058
Change-1,038,058 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,001,425
Change-1,001,425 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 920,230
Change-920,230 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 895,909
Change-895,909 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 889,580
Change-889,580 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 888,899
Change-888,899 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 885,179
Change-885,179 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 847,721
Change-847,721 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 808,746
Change-808,746 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 706,616
Change-706,616 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 704,640
Change-704,640 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 699,624
Change-699,624 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 631,935
Change-631,935 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 600,461
Change-600,461 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 543,059
Change-543,059 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 446,507
Change-446,507 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 411,720
Change-411,720 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 389,114
Change-389,114 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 365,325
Change-365,325 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 336,633
Change-336,633 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 335,017
Change-335,017 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 314,918
Change-314,918 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 300,687
Change-300,687 (-100%)
Value—
Bamco Inc
N/A
Shares— from 287,744
Change-287,744 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 258,674
Change-258,674 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 248,077
Change-248,077 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 207,592
Change-207,592 (-100%)
Value—
Man Group plc
N/A
Shares— from 204,434
Change-204,434 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 197,143
Change-197,143 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 194,699
Change-194,699 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 189,370
Change-189,370 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 179,111
Change-179,111 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 170,826
Change-170,826 (-100%)
Value—
UBS Group AG
N/A
Shares— from 151,415
Change-151,415 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 150,317
Change-150,317 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 145,564
Change-145,564 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 145,003
Change-145,003 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 140,142
Change-140,142 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 128,417
Change-128,417 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 128,384
Change-128,384 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 119,698
Change-119,698 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 119,157
Change-119,157 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 118,371
Change-118,371 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 115,917
Change-115,917 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 115,830
Change-115,830 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 113,056
Change-113,056 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 103,136
Change-103,136 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 101,994
Change-101,994 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 98,730
Change-98,730 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 93,856
Change-93,856 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 92,087
Change-92,087 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 89,967
Change-89,967 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 88,131
Change-88,131 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 86,066
Change-86,066 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 82,047
Change-82,047 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 77,350
Change-77,350 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 73,439
Change-73,439 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 73,273
Change-73,273 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 70,319
Change-70,319 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 67,269
Change-67,269 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 52,558
Change-52,558 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 52,507
Change-52,507 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 51,881
Change-51,881 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 51,297
Change-51,297 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 48,902
Change-48,902 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 48,832
Change-48,832 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 47,808
Change-47,808 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 44,396
Change-44,396 (-100%)
Value—
&partners
N/A
Shares— from 42,767
Change-42,767 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 42,333
Change-42,333 (-100%)
Value—
Timelo Investment Management Inc.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 39,932
Change-39,932 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 39,350
Change-39,350 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 38,957
Change-38,957 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 38,602
Change-38,602 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 38,318
Change-38,318 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,320
Change-37,320 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 37,265
Change-37,265 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 37,260
Change-37,260 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 36,808
Change-36,808 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 35,449
Change-35,449 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,464
Change-34,464 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 34,173
Change-34,173 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 33,083
Change-33,083 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 32,480
Change-32,480 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 30,485
Change-30,485 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 30,482
Change-30,482 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,694
Change-28,694 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 27,131
Change-27,131 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 25,117
Change-25,117 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 24,609
Change-24,609 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,279
Change-24,279 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 24,049
Change-24,049 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,831
Change-23,831 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 23,790
Change-23,790 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,339
Change-22,339 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 21,518
Change-21,518 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 19,607
Change-19,607 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,391
Change-19,391 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 19,061
Change-19,061 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 18,966
Change-18,966 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 18,843
Change-18,843 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 18,786
Change-18,786 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,355
Change-18,355 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,056
Change-18,056 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,544
Change-17,544 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 17,443
Change-17,443 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 17,191
Change-17,191 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,276
Change-16,276 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,219
Change-16,219 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,669
Change-14,669 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 13,749
Change-13,749 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,309
Change-13,309 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 11,787
Change-11,787 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,467
Change-11,467 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,344
Change-11,344 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,824
Change-10,824 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,552
Change-10,552 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 10,329
Change-10,329 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,551
Change-9,551 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,466
Change-9,466 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 9,465
Change-9,465 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,964
Change-7,964 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,708
Change-7,708 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 6,453
Change-6,453 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,291
Change-6,291 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 809
Change-809 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 654
Change-654 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
EFG International AG
N/A
Shares— from 503
Change-503 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 111
Change-111 (-100%)
Value—
Quarry LP
N/A
Shares— from 111
Change-111 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 104
Change-104 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 60
Change-60 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 25
Change-25 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 20
Change-20 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Barclays PLC
INCREASED2,133,583176,404+1,957,179+1109%$6.8M$76.0M+$69.2M2026-11-06
TD Waterhouse Canada Inc.
DECREASED1,966,4112,010,191-43,780-2%$77.0M$70.3M-$6.7M2026-10-16
Geode Capital Management, LLC
INCREASED1,918,1471,884,422+33,725+2%$72.6M$68.3M-$4.3M2026-11-06
Principal Financial Group Inc
DECREASED1,869,4203,160,380-1,290,960-41%$121.7M$66.6M-$55.1M2026-11-02
Dimensional Fund Advisors LP
INCREASED1,222,6991,154,140+68,559+6%$44.4M$43.5M-$893.9K2026-11-04
Private Management Group Inc
INCREASED992,331147,038+845,293+575%$5.7M$35.3M+$29.7M2026-11-04
Copeland Capital Management, LLC
DECREASED756,208997,355-241,147-24%$38.4M$26.9M-$11.5M2026-10-13
Oak Grove Capital LLC
INCREASED753,300716,000+37,300+5%$27.6M$26.8M-$741.0K2026-10-09
Verity & Verity, LLC
INCREASED472,931453,520+19,411+4%$17.5M$16.8M-$619.4K2026-10-23
CIBC Asset Management Inc
INCREASED420,671320,519+100,152+31%$13.3M$15.0M+$1.7M2026-11-05
Bank of New York Mellon Corp
DECREASED361,983365,491-3,508-1%$14.1M$12.9M-$1.2M2026-11-05
MacKenzie Financial Corp
DECREASED289,605418,986-129,381-31%$21.8M$10.3M-$11.5M2026-11-02
TrueMark Investments, LLC
INCREASED271,540170,826+100,714+59%$6.6M$9.7M+$3.1M2026-11-05
Evergreen Capital Management LLC
INCREASED219,82250,498+169,324+335%$1.9M$7.8M+$5.9M2026-10-23
Deutsche Bank Ag\
INCREASED177,658157,428+20,230+13%$6.1M$6.3M+$265.4K2026-11-06
Fenimore Asset Management Inc
DECREASED158,867363,178-204,311-56%$14.0M$5.7M-$8.3M2026-10-08
Davenport & Co LLC
DECREASED142,839149,640-6,801-5%$5.8M$5.1M-$682.4K2026-10-14
Maryland State Retirement & Pension System
DECREASED120,298132,610-12,312-9%$5.1M$4.3M-$821.7K2026-11-05
Castellan Group
INCREASED119,433118,241+1,192+1%$4.6M$4.3M-$299.3K2026-10-19
Intact Investment Management Inc.
UNCHANGED114,900114,90000%$4.4M$4.1M-$337.6K2026-11-03
Hamilton Point Investment Advisors, LLC
INCREASED114,670113,501+1,169+1%$4.4M$4.1M-$286.4K2026-11-03
LPL Financial LLC
DECREASED111,554112,506-952-1%$4.3M$4.0M-$359.1K2026-11-06
Russell Investments Group, Ltd.
DECREASED87,80196,152-8,351-9%$3.7M$3.1M-$575.2K2026-11-06
Redmond Asset Management, LLC
DECREASED82,588100,638-18,050-18%$3.9M$2.9M-$933.6K2026-10-27
Ipswich Investment Management Co., Inc.
DECREASED65,38671,037-5,651-8%$2.7M$2.3M-$406.5K2026-10-13
Viewpoint Investment Partners Corp
DECREASED58,88262,140-3,258-5%$2.2M$1.9M-$283.1K2026-10-26
Strs Ohio
INCREASED57,80040,500+17,300+43%$1.6M$2.1M+$499.0K2026-10-30
Weil Company, Inc.
DECREASED48,16749,284-1,117-2%$1.9M$1.7M-$182.2K2026-10-14
Chicago Partners Investment Group LLC
DECREASED45,79347,922-2,129-4%$2.0M$1.7M-$284.1K2026-10-27
Corrado Advisors, LLC
INCREASED41,61139,088+2,523+6%$1.5M$1.5M-$23.1K2026-10-27
Kestra Advisory Services, LLC
INCREASED39,20431,285+7,919+25%$1.2M$1.4M+$191.6K2026-11-02
D.A. Davidson & Co.
INCREASED36,61035,298+1,312+4%$1.4M$1.3M-$55.3K2026-10-28
Baskin Financial Services Inc.
DECREASED36,58838,174-1,586-4%$1.5M$1.3M-$168.0K2026-10-19
Amundi
DECREASED35,36737,033-1,666-4%$1.4M$1.3M-$166.4K2026-11-06
Sierra Summit Advisors LLC
NEW32,920—+32,920——$1.2M—2026-10-28
Oppenheimer & Co Inc
DECREASED31,54534,934-3,389-10%$1.3M$1.1M-$221.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED30,49933,406-2,907-9%$1.3M$1.1M-$200.0K2026-11-02
Creative Planning
DECREASED28,88229,770-888-3%$1.1M$1.0M-$117.7K2026-11-02
ProShare Advisors LLC
DECREASED26,98829,501-2,513-9%$1.1M$961.0K-$174.7K2026-10-29
Clearstead Advisors, LLC
DECREASED26,37935,616-9,237-26%$1.4M$939.4K-$431.9K2026-11-06
Pictet Asset Management Holding SA
INCREASED24,97824,088+890+4%$928.5K$891.8K-$36.7K2026-11-03
C WorldWide Group Holding A/S
NEW24,469—+24,469——$871.0K—2026-11-04
Pacifica Partners Inc.
INCREASED22,10521,928+177+1%$852.6K$790.7K-$61.9K2026-10-09
Hedeker Wealth, LLC
INCREASED21,61921,054+565+3%$810.6K$769.9K-$40.7K2026-10-23
PNC Financial Services Group, Inc.
DECREASED21,46130,452-8,991-30%$1.2M$764.2K-$408.2K2026-11-06
Atria Investments, Inc
DECREASED21,11826,007-4,889-19%$1.0M$752.0K-$249.3K2026-10-15
Citigroup Inc
DECREASED20,58069,275-48,695-70%$2.7M$734.8K-$1.9M2026-11-04
Forest Hill Capital, LLC
UNCHANGED20,10020,10000%$773.9K$715.8K-$58.1K2026-11-05
Addenda Capital Inc.
UNCHANGED19,48019,48000%$1.1M$987.4K-$77.9K2026-10-13
Parcion Private Wealth LLC
DECREASED18,394147,186-128,792-87%$5.7M$655.0K-$5.0M2026-10-28
TD Private Client Wealth LLC
DECREASED17,86519,179-1,314-7%$739.4K$636.2K-$103.2K2026-10-28
Commonwealth Equity Services, LLC
DECREASED17,01417,629-615-3%$678.7K$605.9K-$72.9K2026-11-02
Third View Private Wealth, LLC
DECREASED16,76133,244-16,483-50%$1.3M$596.8K-$683.1K2026-10-30
Xponance LLC
DECREASED16,44917,049-600-4%$656.4K$585.7K-$70.6K2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED14,81914,81900%$570.5K$527.7K-$42.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED13,49422,165-8,671-39%$876.6K$501.0K-$375.6K2026-10-13
Financial Perspectives, Inc
INCREASED12,68212,674+8+0%$488.0K$451.6K-$36.4K2026-11-03
Bfsg, LLC
INCREASED11,4224,895+6,527+133%$188.5K$406.7K+$218.3K2026-10-30
HUB Investment Partners, LLC
NEW10,771—+10,771——$383.6K—2026-11-03
Pathway Financial Advisers, LLC
INCREASED10,5238,504+2,019+24%$327.4K$374.7K+$47.3K2026-10-27
Walnut Private Equity Partners, LLC
UNCHANGED10,00010,00000%$385.0K$356.1K-$28.9K2026-10-14
Balboa Wealth Partners
DECREASED9,66610,857-1,191-11%$418.0K$344.2K-$73.8K2026-10-20
Guardian Partners Inc.
INCREASED9,1629,017+145+2%$347.5K$326.9K-$20.6K2026-10-21
Paragon Capital Management Ltd
DECREASED9,15411,904-2,750-23%$458.3K$326.0K-$132.3K2026-10-09
Axxcess Wealth Management, LLC
INCREASED8,8326,276+2,556+41%$241.6K$314.5K+$72.9K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED8,7852,686+6,099+227%$103.4K$312.9K+$209.4K2026-10-16
BankPlus Wealth Management LLC
INCREASED8,6368,201+435+5%$315.7K$307.5K-$8.2K2026-10-13
Tranquility Partners, LLC
DECREASED8,4878,714-227-3%$335.5K$302.2K-$33.3K2026-10-20
WealthBridge Capital Management, LLC
NEW7,995—+7,995——$284.7K—2026-10-16
Herold Advisors, Inc.
DECREASED7,7757,945-170-2%$310.0K$276.9K-$33.1K2026-10-19
Vaughan & Co Securities, Inc.
DECREASED7,7637,866-103-1%$302.8K$276.4K-$26.4K2026-10-23
Brighton Jones LLC
DECREASED7,4409,496-2,056-22%$365.6K$265.0K-$100.6K2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED7,3357,33500%$282.1K$261.8K-$20.2K2026-11-03
Marks Group Wealth Management, Inc
DECREASED7,31511,208-3,893-35%$431.5K$260.5K-$171.0K2026-11-05
Truist Financial Corp
DECREASED7,27810,065-2,787-28%$387.5K$259.2K-$128.3K2026-10-30
Moody Lynn Lieberson & Walker, LLC
UNCHANGED7,0007,00000%$269.5K$249.3K-$20.2K2026-10-14
Chapman Financial Group, LLC
UNCHANGED6,6966,69600%$257.8K$238.4K-$19.4K2026-10-26
Investment Partners Asset Management, Inc.
DECREASED6,6437,126-483-7%$274.4K$236.6K-$37.8K2026-10-09
Nykredit A/S
INCREASED6,4001,600+4,800+300%$61.7K$228.5K+$166.8K2026-11-06
Stokes Capital Advisors, LLC
NEW6,376—+6,376——$227.1K—2026-10-09
Milestone Asset Management Group, LLC
NEW6,199—+6,199——$220.7K—2026-10-20
Quad-Cities Investment Group, LLC
UNCHANGED6,0236,02300%$231.9K$214.5K-$17.4K2026-10-16
Toth Financial Advisory Corp
UNCHANGED6,0026,00200%$231.1K$213.7K-$17.3K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED5,8825,819+63+1%$224.0K$209.5K-$14.6K2026-10-16
Advocate Investing Services LLC
DECREASED5,7885,938-150-3%$228.6K$206.1K-$22.5K2026-10-26
Regions Financial Corp
DECREASED5,6666,059-393-6%$233.3K$201.8K-$31.5K2026-11-05
US Bancorp \de\
DECREASED3,8883,901-130%$150.2K$138.5K-$11.7K2026-11-05
Allworth Financial LP
INCREASED3,5113,286+225+7%$126.5K$135.2K+$8.7K2026-11-06
Signaturefd, LLC
INCREASED3,2503,206+44+1%$123.4K$115.7K-$7.7K2026-10-23
Gamma Investing LLC
DECREASED3,2323,794-562-15%$146.1K$115.1K-$31.0K2026-10-08
Farther Finance Advisors, LLC
INCREASED2,8851,861+1,024+55%$71.6K$102.7K+$31.1K2026-10-08
Sterling Capital Management LLC
DECREASED2,4712,546-75-3%$98.0K$88.0K-$10.0K2026-10-22
Nisa Investment Advisors, LLC
DECREASED1,8186,117-4,299-70%$235.5K$64.7K-$170.8K2026-10-20
American National Bank & Trust
UNCHANGED1,6741,67400%$64.4K$59.6K-$4.8K2026-10-07
CoreCap Advisors, LLC
DECREASED1,4801,517-37-2%$58.4K$52.7K-$5.7K2026-10-08
Gold Investment Management Ltd.
INCREASED1,281121+1,160+959%$4.7K$45.6K+$41.0K2026-10-19
Rossby Financial, LCC
INCREASED1,16947+1,122+2387%$1.8K$41.6K+$39.8K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED1,0451,035+10+1%$39.8K$37.2K-$2.6K2026-10-27
Westside Investment Management, Inc.
UNCHANGED1,0001,00000%$38.5K$35.6K-$2.9K2026-11-02
Citizens National Bank Trust Department
UNCHANGED1,0001,00000%$38.5K$35.6K-$2.9K2026-11-04
Trust Co of Vermont
UNCHANGED93593500%$36.0K$33.3K-$2.7K2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED90190100%$34.7K$32.1K-$2.6K2026-10-22
Parallel Advisors, LLC
DECREASED8901,275-385-30%$49.1K$31.7K-$17.4K2026-11-03
Assetmark, Inc
INCREASED838419+419+100%$16.1K$29.8K+$13.7K2026-10-21
First Premier Bank
DECREASED799841-42-5%$32$28-$42026-10-13
Fifth Third Bancorp
DECREASED7902,074-1,284-62%$79.8K$28.1K-$51.7K2026-11-05
Valley National Advisers Inc
UNCHANGED75075000%$28.9K$26.7K-$2.2K2026-10-23
Versant Capital Management, Inc
INCREASED697149+548+368%$5.7K$24.8K+$19.1K2026-10-02
First Command Advisory Services, Inc.
DECREASED566841-275-33%$32.4K$20.2K-$12.3K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED538892-354-40%$34.3K$19.2K-$15.2K2026-11-04
Parkside Financial Bank & Trust
DECREASED497636-139-22%$24.5K$17.7K-$6.8K2026-10-27
Zions Bancorporation, National Association
INCREASED398286+112+39%$11.0K$14.2K+$3.2K2026-11-06
SBI Securities Co., Ltd.
DECREASED398414-16-4%$15.9K$14.2K-$1.8K2026-10-22
Montag A & Associates Inc
UNCHANGED37537500%$14.4K$13.4K-$1.1K2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED37337300%$14.4K$13.3K-$1.1K2026-10-23
Bayban
UNCHANGED30030000%$11.6K$11.6K$02026-11-05
Acumen Wealth Advisors, LLC
DECREASED297310-13-4%$11.9K$10.6K-$1.4K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED29029000%$11.2K$10.3K-$8382026-10-13
IFP Advisors, Inc
DECREASED275831-556-67%$32.0K$9.8K-$22.2K2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED266596-330-55%$22.9K$9.5K-$13.5K2026-10-05
North Star Investment Management Corp.
NEW250—+250——$8.9K—2026-10-27
Evermay Wealth Management LLC
UNCHANGED24924900%$9.6K$8.9K-$7202026-11-05
UMB Bank, n.a.
INCREASED238115+123+107%$4.4K$8.5K+$4.0K2026-11-06
Eastern Bank
UNCHANGED18718700%$7.2K$6.7K-$5412026-10-05
Nfsg Corp
UNCHANGED17117100%$6.6K$6.1K-$4952026-10-15
Spire Wealth Management
DECREASED151186-35-19%$7.2K$5.4K-$1.8K2026-10-30
Laurel Wealth Advisors LLC
NEW150—+150——$5.3K—2026-10-27
First Horizon Corp
DECREASED143355-212-60%$13.7K$5.1K-$8.6K2026-10-26
Mather Group, Llc.
DECREASED127220-93-42%$8.5K$4.5K-$3.9K2026-10-14
Bank & Trust Co
UNCHANGED12412400%$4.8K$4.4K-$3582026-10-07
Simplex Trading, LLC
DECREASED122285-163-57%$11.0K$4.3K-$6.6K2026-11-04
Bell Investment Advisors, Inc
DECREASED119147-28-19%$5.7K$4.2K-$1.4K2026-10-29
Princeton Global Asset Management LLC
UNCHANGED10810800%$4.2K$3.8K-$3122026-10-21
Essential Partners LLC
DECREASED99142-43-30%$5.5K$3.5K-$1.9K2026-10-14
True Wealth Design, LLC
INCREASED8654+32+59%$2.1K$3.1K+$9842026-10-13
Lanark Financial, Inc.
UNCHANGED848400%$3.2K$3.0K-$2432026-10-26
Private Trust Co NA
UNCHANGED838300%$3.2K$3.0K-$2402026-10-20
Compass Financial Management LLC
NEW82—+82——$2.9K—2026-10-30
Ascentis Independent Advisors
NEW62—+62——$2.2K—2026-11-03
WPG Advisers, LLC
UNCHANGED626200%$2.4K$2.2K-$1792026-10-27
Indiana Trust & Investment Management Co
UNCHANGED616100%$2.3K$2.2K-$1772026-10-22
Elyxium Wealth, LLC
NEW58—+58——$2.1K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED505000%$1.9K$1.8K-$1442026-10-09
Blue Trust, Inc.
UNCHANGED484800%$1.8K$1.7K-$1392026-10-15
Birch Financial Group, LLC
NEW45—+45——$1.6K—2026-10-27
Ares Financial Consulting, LLC
UNCHANGED444400%$1.7K$1.6K-$1272026-10-19
Rothwell Investment Advisors, LLC
NEW40—+40——$1.4K—2026-11-06
Birchwood Financial Partners, Inc.
UNCHANGED363600%$1.4K$1.3K-$1042026-11-02
Caitong International Asset Management Co., Ltd
NEW34—+34——$1.2K—2026-10-29
Private Wealth Management Group, LLC
UNCHANGED292900%$1.1K$1.0K-$842026-10-19
Breakwater Investment Management
NEW24—+24——$855—2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED242400%$924$855-$692026-10-13
Retirement Wealth Solutions LLC
UNCHANGED151500%$578$535-$432026-10-07
Louisbourg Investments Inc.
UNCHANGED121200%$462$429-$332026-10-20
Meriwether Wealth & Planning, LLC
NEW8—+8——$285—2026-10-13
Jacobi Capital Management LLC
NEW8—+8——$284—2026-11-05
SJS Investment Consulting Inc.
DECREASED8159-151-95%$6.1K$285-$5.8K2026-10-26
Mascoma Wealth Management LLC
UNCHANGED7700%$270$249-$212026-10-23
MV Capital Management, Inc.
INCREASED54+1+25%$154$179+$252026-10-29
GHP Investment Advisors, Inc.
UNCHANGED4400%$154$143-$112026-10-15
JFS Wealth Advisors, LLC
UNCHANGED4400%$154$143-$112026-11-03
Nova Financial LLC
NEW1—+1——$36—2026-11-04
Annex Advisory Services, LLC
CLOSED0125,623-125,623-100%$4.8M$0-$4.8M2026-10-16
International Assets Investment Management, LLC
CLOSED024,709-24,709-100%$944.1K$0-$944.1K2026-11-02
CenterBook Partners LP
CLOSED017,661-17,661-100%$679.9K$0-$679.9K2026-11-02
OmniStar Financial Group, Inc.
CLOSED016,873-16,873-100%$649.6K$0-$649.6K2026-10-26
Baker Tilly Wealth Management, LLC
CLOSED010,215-10,215-100%$393.3K$0-$393.3K2026-10-05
Merit Financial Group, LLC
CLOSED08,582-8,582-100%$330.4K$0-$330.4K2026-11-06
HB Wealth Management, LLC
CLOSED08,351-8,351-100%$321.5K$0-$321.5K2026-10-23
Harbor Capital Advisors, Inc.
CLOSED06,958-6,958-100%$268.0K$0-$268.0K2026-10-22
Inscription Capital, LLC
CLOSED05,724-5,724-100%$220.4K$0-$220.4K2026-11-02
Personal CFO Solutions, LLC
CLOSED05,653-5,653-100%$217.6K$0-$217.6K2026-11-06
Tandem Capital Management Corp
CLOSED05,633-5,633-100%$216.9K$0-$216.9K2026-10-22
Covestor Ltd
CLOSED01,976-1,976-100%$76.0K$0-$76.0K2026-10-30
Cornerstone Planning Group LLC
CLOSED0378-378-100%$15.4K$0-$15.4K2026-10-16
MCF Advisors LLC
CLOSED0228-228-100%$8.8K$0-$8.8K2026-10-28
Atlatl Advisers LLC
CLOSED0226-226-100%$8.7K$0-$8.7K2026-10-22
Centerpoint Advisors, LLC
CLOSED0176-176-100%$7$0-$72026-11-05
Jcic Asset Management Inc.
CLOSED0121-121-100%$4.8K$0-$4.8K2026-10-30
West Paces Advisors Inc.
CLOSED0101-101-100%$3.9K$0-$3.9K2026-10-13
Creative Capital Management Investments LLC
CLOSED078-78-100%$3.0K$0-$3.0K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED049-49-100%$1.9K$0-$1.9K2026-10-14
Financial Consulate, Inc
CLOSED044-44-100%$1.7K$0-$1.7K2026-10-23
Avion Wealth
CLOSED019-19-100%$0$0$02026-11-04
Fortitude Family Office, LLC
CLOSED09-9-100%$347$0-$3472026-10-14
Smallwood Wealth Investment Management, LLC
CLOSED06-6-100%$248$0-$2482026-10-30
Robinswood Financial LLC
CLOSED01-1-100%$38$0-$382026-10-20
BlackRock, Inc.
N/A—8,764,635-8,764,635-100%$337.4M———
Bank of Montreal
N/A—5,887,517-5,887,517-100%$226.8M———
Royal Bank of Canada
N/A—4,554,830-4,554,830-100%$175.4M———
FMR LLC
N/A—3,798,694-3,798,694-100%$146.3M———
HighTower Advisors, LLC
N/A—3,691,022-3,691,022-100%$142.1M———
Vanguard Capital Management LLC
N/A—3,575,201-3,575,201-100%$137.9M———
Bank of America Corp
N/A—3,344,289-3,344,289-100%$128.8M———
Brown Advisory Inc
N/A—3,112,566-3,112,566-100%$120.0M———
State Street Corp
N/A—2,093,748-2,093,748-100%$80.6M———
Clearbridge Investments, LLC
N/A—1,859,734-1,859,734-100%$71.6M———
Norges Bank
N/A—1,626,688-1,626,688-100%$62.7M———
Scotia Capital Inc.
N/A—1,574,621-1,574,621-100%$60.3M———
Morgan Stanley
N/A—1,480,254-1,480,254-100%$57.0M———
CIBC Bancorp USA Inc.
N/A—1,320,151-1,320,151-100%$50.9M———
CIBC World Market Inc.
N/A—1,187,966-1,187,966-100%$45.8M———
National Bank of Canada
N/A—1,173,607-1,173,607-100%$44.7M———
Neuberger Berman Group LLC
N/A—1,172,063-1,172,063-100%$45.1M———
Vanguard Fiduciary Trust Co
N/A—1,139,366-1,139,366-100%$43.9M———
Caisse de Depot ET Placement DU Quebec
N/A—1,038,058-1,038,058-100%$40.0M———
Goldman Sachs Group Inc
N/A—1,001,425-1,001,425-100%$38.6M———
Northern Trust Corp
N/A—920,230-920,230-100%$35.4M———
Envestnet Asset Management Inc
N/A—895,909-895,909-100%$34.5M———
Focus Partners Wealth
N/A—889,580-889,580-100%$34.2M———
Wells Fargo & Company
N/A—888,899-888,899-100%$34.2M———
Epoch Investment Partners, Inc.
N/A—885,179-885,179-100%$34.1M———
Vanguard Portfolio Management LLC
N/A—847,721-847,721-100%$32.6M———
Federation des caisses Desjardins du Quebec
N/A—808,746-808,746-100%$30.9M———
D. E. Shaw & Co., Inc.
N/A—706,616-706,616-100%$27.2M———
TD Asset Management Inc
N/A—704,640-704,640-100%$27.1M———
Charles Schwab Investment Management Inc
N/A—699,624-699,624-100%$27.0M———
Invesco Ltd.
N/A—631,935-631,935-100%$24.3M———
Nuveen, LLC
N/A—600,461-600,461-100%$23.1M———
Massachusetts Financial Services Co
N/A—543,059-543,059-100%$20.9M———
AQR Capital Management LLC
N/A—446,507-446,507-100%$17.2M———
Vanguard Global Advisers, LLC
N/A—411,720-411,720-100%$15.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—389,114-389,114-100%$15.0M———
Raymond James Financial Inc
N/A—365,325-365,325-100%$14.1M———
Legal & General Group Plc
N/A—336,633-336,633-100%$13.0M———
Stifel Financial Corp
N/A—335,017-335,017-100%$12.9M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—314,918-314,918-100%$12.1M———
Guardian Capital LP
N/A—300,687-300,687-100%$11.6M———
Bamco Inc
N/A—287,744-287,744-100%$11.1M———
Picton Mahoney Asset Management
N/A—258,674-258,674-100%$9.9M———
Swiss National Bank
N/A—248,077-248,077-100%$9.5M———
Avalon Trust Co
N/A—207,592-207,592-100%$8.0M———
Man Group plc
N/A—204,434-204,434-100%$7.9M———
Empowered Funds, LLC
N/A—197,143-197,143-100%$7.6M———
Quantinno Capital Management LP
N/A—194,699-194,699-100%$7.5M———
Rhumbline Advisers
N/A—189,370-189,370-100%$7.3M———
Occudo Quantitative Strategies LP
N/A—179,111-179,111-100%$6.9M———
Opal Capital LLC
N/A—170,826-170,826-100%$6.6M———
UBS Group AG
N/A—151,415-151,415-100%$5.8M———
Alliancebernstein L.P.
N/A—150,317-150,317-100%$5.9M———
Tudor Investment Corp ET AL
N/A—145,564-145,564-100%$5.6M———
Toronto Dominion Bank
N/A—145,003-145,003-100%$5.6M———
Jones Financial Companies Lllp
N/A—140,142-140,142-100%$5.5M———
Rice Partnership, LLC
N/A—128,417-128,417-100%$4.9M———
Natixis Advisors, LLC
N/A—128,384-128,384-100%$4.9M———
American Century Companies Inc
N/A—119,698-119,698-100%$4.6M———
Marshall Wace, LLP
N/A—119,157-119,157-100%$4.6M———
Quadrature Capital Ltd
N/A—118,371-118,371-100%$4.6M———
JPMorgan Chase & Co
N/A—115,917-115,917-100%$4.5M———
Bank of Nova Scotia
N/A—115,830-115,830-100%$4.5M———
Citadel Advisors LLC
N/A—113,056-113,056-100%$4.4M———
Price T Rowe Associates Inc
N/A—103,136-103,136-100%$4.0M———
Vanguard Asset Management, Ltd
N/A—101,994-101,994-100%$3.9M———
HRT Financial LP
N/A—98,730-98,730-100%$3.8M———
Vanguard Investments Australia, Ltd.
N/A—93,856-93,856-100%$3.6M———
Manufacturers Life Insurance Company, the
N/A—92,087-92,087-100%$3.5M———
Truvestments Capital LLC
N/A—89,967-89,967-100%$3.5M———
SEI Investments Co
N/A—88,131-88,131-100%$3.4M———
Martingale Asset Management L P
N/A—86,066-86,066-100%$3.3M———
Millennium Management LLC
N/A—82,047-82,047-100%$3.2M———
Sequoia Financial Advisors, LLC
N/A—77,350-77,350-100%$3.0M———
MetLife Investment Management, LLC
N/A—73,439-73,439-100%$2.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—73,273-73,273-100%$2.8M———
Leavell Investment Management, Inc.
N/A—70,319-70,319-100%$2.7M———
Argent Trust Co
N/A—67,269-67,269-100%$2.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—52,558-52,558-100%$2.0M———
Van Eck Associates Corp
N/A—52,507-52,507-100%$2.0M———
Schonfeld Strategic Advisors LLC
N/A—51,881-51,881-100%$2.0M———
Quantbot Technologies LP
N/A—51,297-51,297-100%$2.0M———
Balyasny Asset Management L.P.
N/A—48,902-48,902-100%$1.9M———
Lazard Asset Management LLC
N/A—48,832-48,832-100%$1.9M———
Jupiter Asset Management LTD
N/A—47,808-47,808-100%$1.8M———
New York State Common Retirement Fund
N/A—44,396-44,396-100%$1.7M———
&partners
N/A—42,767-42,767-100%$1.6M———
ArrowMark Colorado Holdings LLC
N/A—42,333-42,333-100%$1.6M———
Timelo Investment Management Inc.
N/A—40,000-40,000-100%$1.5M———
State Board of Administration of Florida Retirement System
N/A—39,932-39,932-100%$1.5M———
Barnett & Company, Inc.
N/A—39,350-39,350-100%$1.5M———
Federated Hermes, Inc.
N/A—38,957-38,957-100%$1.5M———
Prudential Financial Inc
N/A—38,602-38,602-100%$1.5M———
BankPlus Trust Department
N/A—38,318-38,318-100%$1.5M———
Mariner, LLC
N/A—37,320-37,320-100%$1.4M———
Police & Firemen's Retirement System of New Jersey
N/A—37,265-37,265-100%$1.4M———
IEQ Capital, LLC
N/A—37,260-37,260-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—36,808-36,808-100%$1.4M———
Trexquant Investment LP
N/A—35,449-35,449-100%$1.4M———
Cetera Investment Advisers
N/A—34,464-34,464-100%$1.3M———
Public Employees Retirement System of Ohio
N/A—34,173-34,173-100%$1.3M———
Comprehensive Money Management Services LLC
N/A—33,083-33,083-100%$1.3M———
HSBC Holdings PLC
N/A—32,480-32,480-100%$1.3M———
K.J. Harrison & Partners Inc
N/A—30,485-30,485-100%$1.2M———
Jain Global LLC
N/A—30,482-30,482-100%$1.2M———
Jane Street Group, LLC
N/A—28,694-28,694-100%$1.1M———
Intech Investment Management LLC
N/A—27,131-27,131-100%$1.0M———
XTX Topco Ltd
N/A—25,117-25,117-100%$967.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—24,609-24,609-100%$947.0K———
NewEdge Advisors, LLC
N/A—24,279-24,279-100%$934.7K———
Voya Investment Management LLC
N/A—24,049-24,049-100%$925.9K———
Susquehanna International Group, LLP
N/A—23,831-23,831-100%$917.5K———
Capstone Investment Advisors, LLC
N/A—23,790-23,790-100%$915.9K———
Captrust Financial Advisors
N/A—22,339-22,339-100%$860.0K———
Gilbert & Cook, Inc.
N/A—21,518-21,518-100%$828.4K———
Hilltop Holdings Inc.
N/A—19,607-19,607-100%$754.9K———
Integrated Wealth Concepts LLC
N/A—19,391-19,391-100%$746.5K———
Harbor Advisory Corp
N/A—19,061-19,061-100%$733.9K———
First Manhattan Co. Llc.
N/A—18,966-18,966-100%$731.2K———
Vanguard Personalized Indexing Management, LLC
N/A—18,843-18,843-100%$725.5K———
FOX RUN Management, L.L.C.
N/A—18,786-18,786-100%$723.3K———
Cerity Partners LLC
N/A—18,355-18,355-100%$706.7K———
BNP Paribas Financial Markets
N/A—18,056-18,056-100%$695.2K———
Mercer Global Advisors Inc
N/A—17,544-17,544-100%$675.5K———
Squarepoint Ops LLC
N/A—17,443-17,443-100%$671.6K———
Landscape Capital Management, L.L.C.
N/A—17,191-17,191-100%$661.9K———
Janney Montgomery Scott LLC
N/A—16,276-16,276-100%$627.0K———
Principal Securities, Inc.
N/A—16,219-16,219-100%$624.4K———
Purpose Unlimited Inc.
N/A—15,370-15,370-100%$597.5K———
Sanctuary Advisors, LLC
N/A—14,669-14,669-100%$565.0K———
Cannell & Spears LLC
N/A—13,749-13,749-100%$529.3K———
Waverly Advisors, LLC
N/A—13,309-13,309-100%$512.4K———
Franklin Resources Inc
N/A—13,242-13,242-100%$510.0K———
Stamos Capital Partners, L.P.
N/A—11,787-11,787-100%$453.8K———
Ameritas Investment Partners, Inc.
N/A—11,467-11,467-100%$441.5K———
Benjamin Edwards Inc
N/A—11,344-11,344-100%$437.3K———
1832 Asset Management L.P.
N/A—11,288-11,288-100%$434.6K———
Ameriprise Financial Inc
N/A—10,824-10,824-100%$416.7K———
Bank of Nova Scotia Trust Co
N/A—10,710-10,710-100%$412.3K———
Northwest & Ethical Investments L.P.
N/A—10,703-10,703-100%$412.3K———
Modern Wealth Management, LLC
N/A—10,552-10,552-100%$406.3K———
Engineers Gate Manager LP
N/A—10,329-10,329-100%$398.3K———
Osaic Holdings, Inc.
N/A—10,081-10,081-100%$388.6K———
Boothbay Fund Management, LLC
N/A—9,947-9,947-100%$383.0K———
Huntington National Bank
N/A—9,770-9,770-100%$376.1K———
Steward Partners Investment Advisory, LLC
N/A—9,551-9,551-100%$367.7K———
MML Investors Services, LLC
N/A—9,529-9,529-100%$366.9K———
Arax Advisory Partners
N/A—9,466-9,466-100%$364.4K———
Callan Family Office, LLC
N/A—9,465-9,465-100%$364.4K———
Bessemer Group Inc
N/A—9,218-9,218-100%$350.0K———
Northwestern Mutual Wealth Management Co
N/A—8,320-8,320-100%$320.3K———
AlphaGrep UK Ltd
N/A—8,267-8,267-100%$318.3K———
Van Hulzen Asset Management, LLC
N/A—8,100-8,100-100%$311.9K———
Advisory Services Network, LLC
N/A—7,964-7,964-100%$306.6K———
Thompson David Blair
N/A—7,872-7,872-100%$303.1K———
Private Advisor Group, LLC
N/A—7,708-7,708-100%$296.8K———
AE Wealth Management LLC
N/A—7,659-7,659-100%$294.9K———
LOS Angeles Capital Management LLC
N/A—7,320-7,320-100%$281.8K———
Blair William & Co
N/A—7,200-7,200-100%$277.2K———
Snowden Capital Advisors LLC
N/A—7,180-7,180-100%$276.8K———
LWM Advisory Services, LLC
N/A—7,119-7,119-100%$274.5K———
Fidelis Capital Partners, LLC
N/A—6,880-6,880-100%$264.9K———
Beacon Pointe Advisors, LLC
N/A—6,823-6,823-100%$262.7K———
Wulff, Hansen & Co.
N/A—6,696-6,696-100%$257.8K———
Mitsubishi UFJ Trust & Banking Corp
N/A—6,453-6,453-100%$248.6K———
Ameritas Advisory Services, LLC
N/A—6,402-6,402-100%$246.5K———
Arkadios Wealth Advisors
N/A—6,390-6,390-100%$246.0K———
MAI Capital Management
N/A—6,291-6,291-100%$242.2K———
Equitable Holdings, Inc.
N/A—6,136-6,136-100%$236.2K———
M&T Bank Corp
N/A—5,836-5,836-100%$224.7K———
Belpointe Asset Management LLC
N/A—5,548-5,548-100%$213.6K———
Gotham Asset Management, LLC
N/A—5,242-5,242-100%$201.8K———
SG Americas Securities, LLC
N/A—4,845-4,845-100%$187.0K———
Chelsea Counsel Co
N/A—4,350-4,350-100%$167.5K———
UBS Asset Management Americas LLC
N/A—4,176-4,176-100%$160.8K———
Global Retirement Partners, LLC
N/A—4,108-4,108-100%$158.2K———
Tower Research Capital LLC (TRC)
N/A—4,092-4,092-100%$157.5K———
IFG Advisory, LLC
N/A—3,525-3,525-100%$135.7K———
Colonial Trust Co / SC
N/A—2,310-2,310-100%$88.9K———
Caldwell Sutter Capital, Inc.
N/A—2,269-2,269-100%$87.4K———
Continuum Advisory, LLC
N/A—2,218-2,218-100%$85.4K———
Strategic Wealth Partners, Ltd.
N/A—2,000-2,000-100%$77.0K———
Morgan Dempsey Capital Management LLC
N/A—1,993-1,993-100%$76.7K———
California State Teachers Retirement System
N/A—1,689-1,689-100%$65.0K———
Heritage Wealth Advisors
N/A—1,483-1,483-100%$57.1K———
Aquatic Capital Management LLC
N/A—942-942-100%$36.3K———
Vision Retirement, LLC
N/A—941-941-100%$36.2K———
Rothschild Investment LLC
N/A—877-877-100%$33.8K———
Kemnay Advisory Services Inc.
N/A—830-830-100%$32.0K———
Optiver Holding B.V.
N/A—809-809-100%$31.1K———
GW&K Investment Management, LLC
N/A—666-666-100%$26———
Atlantic Union Bankshares Corp
N/A—654-654-100%$25.2K———
Capital Analysts, LLC
N/A—588-588-100%$23———
EFG International AG
N/A—503-503-100%$19.4K———
Delta Asset Management LLC
N/A—417-417-100%$16.1K———
Smartleaf Asset Management LLC
N/A—372-372-100%$14.3K———
Private Wealth Asset Management, LLC
N/A—349-349-100%$13.4K———
Quent Capital, LLC
N/A—263-263-100%$10.1K———
Crewe Advisors LLC
N/A—237-237-100%$9.1K———
WealthCollab, LLC
N/A—220-220-100%$8.5K———
Institute for Wealth Management, Llc.
N/A—201-201-100%$7.7K———
VSM Wealth Advisory, LLC
N/A—200-200-100%$7.7K———
Group One Trading LLC
N/A—197-197-100%$7.6K———
Wellington-Altus USA Inc.
N/A—175-175-100%$8.8K———
Johnson Financial Group, Inc.
N/A—159-159-100%$6.1K———
Harbour Investments, Inc.
N/A—139-139-100%$5.4K———
Brown Brothers Harriman & Co
N/A—111-111-100%$4.3K———
Quarry LP
N/A—111-111-100%$4.3K———
HFM Investment Advisors, LLC
N/A—110-110-100%$4.2K———
BFC Planning, Inc.
N/A—106-106-100%$4.1K———
C M Bidwell & Associates LTD
N/A—104-104-100%$4.0K———
Synergy Investment Management, LLC
N/A—79-79-100%$3.4K———
Ancora Advisors LLCA
N/A—60-60-100%$2.3K———
Ameriflex Group, Inc.
N/A—59-59-100%$2.3K———
JPL Wealth Management, LLC
N/A—43-43-100%$1.6K———
Ramirez Asset Management, Inc.
N/A—43-43-100%$1.7K———
Rialto Wealth Management, LLC
N/A—37-37-100%$1.4K———
MidFirst Bank
N/A—25-25-100%$963———
Cornerstone Financial Management LLC
N/A—25-25-100%$963———
Fiduciary Financial Advisors
N/A—20-20-100%$732———
Transamerica Financial Advisors, LLC
N/A—19-19-100%$731———
HHM Wealth Advisors, LLC
N/A—16-16-100%$616———
Manning & Napier Advisors LLC
N/A—1-1-100%$39———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$39———
Showing 411 of 411 institutions