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Brookfield Renewable Corp (BEPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Parnassus Investments, LLC
INCREASED
Shares5,059,297 from 5,028,808
Change+30,489 (+1%)
Value$142.8M (-$43.9M)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares2,141,298 from 251,548
Change+1,889,750 (+751%)
Value$60.4M (+$51.0M)
Filed 2026-10-14
Principal Financial Group Inc
DECREASED
Shares1,609,634 from 1,670,298
Change-60,664 (-4%)
Value$45.4M (-$16.6M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares1,417,743 from 1,391,791
Change+25,952 (+2%)
Value$40.1M (-$11.2M)
Filed 2026-10-16
Dimensional Fund Advisors LP
INCREASED
Shares535,877 from 459,003
Change+76,874 (+17%)
Value$15.1M (-$1.9M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares505,492 from 499,990
Change+5,502 (+1%)
Value$14.3M (-$4.3M)
Filed 2026-11-05
AGF Management LTD
DECREASED
Shares488,461 from 488,536
Change-75 (0%)
Value$14.0M (-$4.4M)
Filed 2026-11-03
Oak Grove Capital LLC
DECREASED
Shares441,300 from 486,100
Change-44,800 (-9%)
Value$12.5M (-$5.6M)
Filed 2026-10-09
MacKenzie Financial Corp
INCREASED
Shares379,172 from 332,160
Change+47,012 (+14%)
Value$10.7M (-$6.8M)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares354,711 from 362,218
Change-7,507 (-2%)
Value$10.0M (-$3.4M)
Filed 2026-10-22
New South Capital Management Inc
DECREASED
Shares348,709 from 551,894
Change-203,185 (-37%)
Value$9.8M (-$10.6M)
Filed 2026-11-05
Rempart Asset Management Inc.
UNCHANGED
Shares286,535 from 286,535
Change0 (0%)
Value$10.6M ($0)
Filed 2026-10-20
Guinness Asset Management LTD
NEW
Shares264,383
Change+264,383
Value$7.5M
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares252,247 from 258,321
Change-6,074 (-2%)
Value$7.1M (-$2.5M)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares175,385 from 151,718
Change+23,667 (+16%)
Value$4.9M (-$682.4K)
Filed 2026-10-26
NIA Impact Advisors, LLC
INCREASED
Shares160,567 from 145,697
Change+14,870 (+10%)
Value$4.5M (-$877.1K)
Filed 2026-11-04
Steinberg Asset Management LLC
INCREASED
Shares131,234 from 101,312
Change+29,922 (+30%)
Value$3.7M (-$57.3K)
Filed 2026-10-29
Green Alpha Advisors, LLC
INCREASED
Shares117,999 from 117,911
Change+88 (+0%)
Value$3.3M (-$1.0M)
Filed 2026-10-08
Pictet Asset Management Holding SA
DECREASED
Shares111,413 from 122,538
Change-11,125 (-9%)
Value$3.2M (-$1.4M)
Filed 2026-11-03
Oak Thistle LLC
INCREASED
Shares106,429 from 26,398
Change+80,031 (+303%)
Value$3.0M (+$2.0M)
Filed 2026-10-21
Hussman Strategic Advisors, Inc.
NEW
Shares105,000
Change+105,000
Value$3.0M
Filed 2026-11-02
Eagle Global Advisors LLC
UNCHANGED
Shares91,640 from 91,640
Change0 (0%)
Value$2.6M (-$815.6K)
Filed 2026-11-02
Achmea Investment Management B.V.
NEW
Shares89,010
Change+89,010
Value$2.5M
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares85,889
Change+85,889
Value$2.4M
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares75,972 from 455,212
Change-379,240 (-83%)
Value$2.1M (-$14.8M)
Filed 2026-11-04
Edgemoor Investment Advisors, Inc.
INCREASED
Shares74,043 from 68,560
Change+5,483 (+8%)
Value$2.1M (-$455.5K)
Filed 2026-11-03
Maryland State Retirement & Pension System
DECREASED
Shares66,539 from 84,567
Change-18,028 (-21%)
Value$1.9M (-$1.3M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares64,674 from 78,640
Change-13,966 (-18%)
Value$1.8M (-$1.3M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares58,057 from 37,986
Change+20,071 (+53%)
Value$1.6M (+$228.3K)
Filed 2026-11-02
Alps Advisors Inc
INCREASED
Shares55,114 from 45,234
Change+9,880 (+22%)
Value$1.6M (-$123.8K)
Filed 2026-11-03
Arjuna Capital
DECREASED
Shares51,112 from 108,741
Change-57,629 (-53%)
Value$1.4M (-$2.6M)
Filed 2026-11-03
Corrado Advisors, LLC
INCREASED
Shares50,037 from 47,586
Change+2,451 (+5%)
Value$1.4M (-$354.3K)
Filed 2026-10-27
Investment Partners Asset Management, Inc.
INCREASED
Shares45,343 from 40,058
Change+5,285 (+13%)
Value$1.3M (-$207.4K)
Filed 2026-10-09
Argonautica Private Wealth Management, Inc
INCREASED
Shares45,337 from 42,112
Change+3,225 (+8%)
Value$1.3M (-$283.8K)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares42,466 from 41,985
Change+481 (+1%)
Value$1.2M (-$140.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares42,466 from 41,985
Change+481 (+1%)
Value$1.2M (-$140.2K)
Filed 2026-10-20
XML Financial, LLC
UNCHANGED
Shares39,726 from 39,726
Change0 (0%)
Value$1.1M (-$353.6K)
Filed 2026-10-29
Pacifica Partners Inc.
INCREASED
Shares39,420 from 500
Change+38,920 (+7784%)
Value$1.1M (+$1.1M)
Filed 2026-10-09
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares38,600 from 38,600
Change0 (0%)
Value$1.1M (-$342.0K)
Filed 2026-10-08
DekaBank Deutsche Girozentrale
NEW
Shares36,624
Change+36,624
Value$1.0M
Filed 2026-10-27
Paragon Capital Management Ltd
INCREASED
Shares35,437 from 32,339
Change+3,098 (+10%)
Value$1.0M (-$200.4K)
Filed 2026-10-09
Swiss Life Asset Management Ltd
INCREASED
Shares33,793 from 29,333
Change+4,460 (+15%)
Value$955.4K (-$132.1K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares32,238 from 24,240
Change+7,998 (+33%)
Value$909.8K (+$9.9K)
Filed 2026-10-23
Intact Investment Management Inc.
UNCHANGED
Shares31,000 from 31,000
Change0 (0%)
Value$875.1K (-$277.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares30,814 from 10,661
Change+20,153 (+189%)
Value$869.6K (+$473.8K)
Filed 2026-11-02
Investment Research Partners LLC
DECREASED
Shares28,950 from 31,192
Change-2,242 (-7%)
Value$817.0K (-$340.9K)
Filed 2026-10-19
Montag A & Associates Inc
DECREASED
Shares27,903 from 28,706
Change-803 (-3%)
Value$787.4K (-$278.1K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares26,255 from 12,329
Change+13,926 (+113%)
Value$771.4K (+$339.0K)
Filed 2026-10-13
Strs Ohio
DECREASED
Shares25,338 from 26,364
Change-1,026 (-4%)
Value$716.8K (-$262.8K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares23,445 from 15,285
Change+8,160 (+53%)
Value$661.6K (+$94.2K)
Filed 2026-10-08
Hanson & Doremus Investment Management
NEW
Shares23,013
Change+23,013
Value$649.0K
Filed 2026-10-16
New York Life Investment Management LLC
INCREASED
Shares22,513 from 17,950
Change+4,563 (+25%)
Value$635.3K (-$31.0K)
Filed 2026-11-04
Guardian Partners Inc.
INCREASED
Shares20,043 from 19,843
Change+200 (+1%)
Value$566.8K (-$170.4K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares19,574 from 20,697
Change-1,123 (-5%)
Value$552.4K (-$215.9K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,566 from 23,600
Change-4,034 (-17%)
Value$552.0K (-$324.0K)
Filed 2026-11-02
Assenagon Asset Management S.A.
INCREASED
Shares18,878 from 17,821
Change+1,057 (+6%)
Value$534.1K (-$128.1K)
Filed 2026-10-15
Plan A Wealth LLC
INCREASED
Shares18,757 from 18,233
Change+524 (+3%)
Value$529.3K (-$147.5K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares18,350 from 15,777
Change+2,573 (+16%)
Value$517.9K (-$67.8K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares18,086 from 11,786
Change+6,300 (+53%)
Value$510.4K (+$72.9K)
Filed 2026-10-15
Everett Harris & Co
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$451.5K (-$142.4K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares15,721 from 15,210
Change+511 (+3%)
Value$443.7K (-$120.9K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares13,815 from 13,880
Change-65 (0%)
Value$389.9K (-$125.4K)
Filed 2026-10-09
Choreo, LLC
NEW
Shares13,120
Change+13,120
Value$369.0K
Filed 2026-10-28
Xponance LLC
DECREASED
Shares12,789 from 12,863
Change-74 (-1%)
Value$360.9K (-$116.6K)
Filed 2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares12,659 from 12,659
Change0 (0%)
Value$357.2K (-$112.7K)
Filed 2026-10-15
Griffin Asset Management, Inc.
DECREASED
Shares12,449 from 18,444
Change-5,995 (-32%)
Value$351.3K (-$333.3K)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares11,230 from 12,073
Change-843 (-7%)
Value$316.9K (-$131.2K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares10,646 from 8,086
Change+2,560 (+32%)
Value$300.4K (+$266)
Filed 2026-11-03
Candriam S.C.A.
DECREASED
Shares10,310 from 101,642
Change-91,332 (-90%)
Value$292.8K (-$3.5M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares10,222 from 9,739
Change+483 (+5%)
Value$288.5K (-$73.0K)
Filed 2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED
Shares10,166 from 10,166
Change0 (0%)
Value$286.0K (-$91.0K)
Filed 2026-10-20
InTrack Investment Management Inc
INCREASED
Shares10,110 from 7,340
Change+2,770 (+38%)
Value$285.3K (+$12.8K)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares9,250 from 9,293
Change-43 (0%)
Value$261.0K (-$83.9K)
Filed 2026-10-23
Imc-Chicago, LLC
INCREASED
Shares9,027 from 6,519
Change+2,508 (+38%)
Value$254.7K (+$12.8K)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED
Shares8,996 from 8,996
Change0 (0%)
Value$254.5K (-$79.8K)
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares8,554 from 8,686
Change-132 (-2%)
Value$247.5K (-$75.0K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares8,227 from 7,725
Change+502 (+7%)
Value$232.2K (-$54.6K)
Filed 2026-11-02
MeadowBrook Investment Advisors LLC
NEW
Shares7,879
Change+7,879
Value$231.3K
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares7,550 from 6,750
Change+800 (+12%)
Value$213.1K (-$37.5K)
Filed 2026-10-14
Cardinal Point Capital Management ULC
INCREASED
Shares7,518 from 7,043
Change+475 (+7%)
Value$212.9K (-$48.4K)
Filed 2026-10-21
South Shore Capital Advisors
INCREASED
Shares7,209 from 7,206
Change+3 (+0%)
Value$203.5K (-$64.0K)
Filed 2026-10-20
Spirit of America Management Corp
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$166.5K (-$52.5K)
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares5,844 from 6,031
Change-187 (-3%)
Value$164.9K (-$59.0K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares5,478 from 5,916
Change-438 (-7%)
Value$154.6K (-$65.0K)
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares5,297 from 8,226
Change-2,929 (-36%)
Value$149.0K (-$156.0K)
Filed 2026-10-23
ASR Vermogensbeheer N.V.
DECREASED
Shares5,275 from 241,235
Change-235,960 (-98%)
Value$149.3K (-$8.8M)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares5,017 from 3,627
Change+1,390 (+38%)
Value$141.6K (+$6.9K)
Filed 2026-11-05
Axxion S.A.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$141.1K (-$44.5K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares4,938 from 3,337
Change+1,601 (+48%)
Value$139.4K (+$15.5K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares4,441 from 3,140
Change+1,301 (+41%)
Value$125.3K (+$8.8K)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares3,982 from 4,075
Change-93 (-2%)
Value$112.4K (-$38.9K)
Filed 2026-10-22
Financial Perspectives, Inc
UNCHANGED
Shares3,612 from 3,612
Change0 (0%)
Value$101.9K (-$32.1K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares3,194 from 2,581
Change+613 (+24%)
Value$90.1K (-$5.7K)
Filed 2026-10-08
Larson Financial Group LLC
DECREASED
Shares3,153 from 3,169
Change-16 (0%)
Value$89.0K (-$28.7K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares3,067 from 2,652
Change+415 (+16%)
Value$86.6K (-$11.9K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
DECREASED
Shares2,825 from 3,590
Change-765 (-21%)
Value$79.7K (-$53.5K)
Filed 2026-10-20
Essential Partners LLC
NEW
Shares2,738
Change+2,738
Value$77.3K
Filed 2026-10-14
CX Institutional
INCREASED
Shares2,622 from 167
Change+2,455 (+1470%)
Value$74 (+$68)
Filed 2026-10-02
V-Square Quantitative Management LLC
DECREASED
Shares2,237 from 4,653
Change-2,416 (-52%)
Value$63.1K (-$109.6K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares2,220 from 1,935
Change+285 (+15%)
Value$62.6K (-$9.2K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares2,082 from 776
Change+1,306 (+168%)
Value$58.8K (+$29.9K)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$56.4K (-$17.8K)
Filed 2026-10-26
Manchester Capital Management LLC
INCREASED
Shares1,806 from 1,497
Change+309 (+21%)
Value$51.0K (-$4.6K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$48.3K (-$15.2K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares1,517 from 294
Change+1,223 (+416%)
Value$42.8K (+$31.9K)
Filed 2026-10-02
Chilton Capital Management LLC
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$41.6K (-$13.1K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$39.1K (-$12.3K)
Filed 2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares1,268 from 1,326
Change-58 (-4%)
Value$35.8K (-$13.4K)
Filed 2026-11-05
Morguard Lincluden Global Investments Ltd
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$50 (-$16)
Filed 2026-10-28
Wealth Analytics Partners, LLC
NEW
Shares1,125
Change+1,125
Value$31.7K
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares1,042 from 1,660
Change-618 (-37%)
Value$29.4K (-$32.2K)
Filed 2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.2K (-$8.9K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$28.0K (-$8.8K)
Filed 2026-10-13
Princeton Global Asset Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$25.4K (-$8.0K)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
INCREASED
Shares878 from 508
Change+370 (+73%)
Value$24.8K (+$5.9K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares787
Change+787
Value$22.2K
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares713 from 55
Change+658 (+1196%)
Value$20.1K (+$18.1K)
Filed 2026-10-13
Torren Management, LLC
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$19.0K (-$6.0K)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares671 from 1,080
Change-409 (-38%)
Value$18.9K (-$21.2K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares585 from 372
Change+213 (+57%)
Value$16.5K (+$2.7K)
Filed 2026-10-14
Fideuram Asset Management (Ireland) dac
DECREASED
Shares582 from 8,666
Change-8,084 (-93%)
Value$25.1K (-$439.9K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares559 from 707
Change-148 (-21%)
Value$15.8K (-$10.5K)
Filed 2026-10-05
Simplex Trading, LLC
NEW
Shares542
Change+542
Value$15.3K
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares525
Change+525
Value$14.8K
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares519 from 331
Change+188 (+57%)
Value$14.6K (+$2.4K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares487
Change+487
Value$13.7K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares476 from 381
Change+95 (+25%)
Value$13.4K (-$710)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$12.1K (-$3.8K)
Filed 2026-10-28
First Community Trust NA
NEW
Shares400
Change+400
Value$11.3K
Filed 2026-10-07
First Command Advisory Services, Inc.
INCREASED
Shares357 from 293
Change+64 (+22%)
Value$10.1K (-$801)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$9.3K (-$2.9K)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$9.3K (-$2.9K)
Filed 2026-10-29
Community Financial Services Group, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$8.6K (-$2.5K)
Filed 2026-10-15
Independence Bank of Kentucky
NEW
Shares187
Change+187
Value$5.3K
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares180 from 116
Change+64 (+55%)
Value$5.1K (+$774)
Filed 2026-10-26
Bayban
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.6K ($0)
Filed 2026-11-05
Gilpin Wealth Management, LLC
INCREASED
Shares130 from 70
Change+60 (+86%)
Value$3.7K (+$1.1K)
Filed 2026-10-09
Hartford Financial Management Inc.
NEW
Shares121
Change+121
Value$3.4K
Filed 2026-10-21
Bell Investment Advisors, Inc
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$3.4K (-$1.1K)
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$3.1K (-$988)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$2.9K (-$925)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares103 from 900
Change-797 (-89%)
Value$2.9K (-$30.5K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares101
Change+101
Value$2.9K
Filed 2026-10-19
CoreCap Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.8K (-$890)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.8K (-$890)
Filed 2026-10-26
MV Capital Management, Inc.
INCREASED
Shares94 from 80
Change+14 (+18%)
Value$2.7K (-$317)
Filed 2026-10-29
Financial Consulate, Inc
INCREASED
Shares90 from 55
Change+35 (+64%)
Value$2.5K (+$498)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares83 from 81
Change+2 (+2%)
Value$2.3K (-$664)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.2K (-$694)
Filed 2026-10-16
Bangor Savings Bank
NEW
Shares75
Change+75
Value$2.1K
Filed 2026-10-06
GK Wealth Management LLC
NEW
Shares70
Change+70
Value$2.0K
Filed 2026-10-09
Blue Trust, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1.5K (-$480)
Filed 2026-10-15
Leonteq Securities AG
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.4K (-$454)
Filed 2026-10-29
Financial Management Professionals, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.4K (-$445)
Filed 2026-10-23
West Paces Advisors Inc.
DECREASED
Shares42 from 54
Change-12 (-22%)
Value$1.2K (-$819)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$818 (-$258)
Filed 2026-11-05
Fortitude Family Office, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$762 (-$240)
Filed 2026-10-14
Cromwell Holdings LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$649 (-$205)
Filed 2026-10-28
Center for Financial Planning, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$620 (-$197)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares21
Change+21
Value$593
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares19 from 107
Change-88 (-82%)
Value$537 (-$3.4K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
NEW
Shares18
Change+18
Value$508
Filed 2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$0 (-$1)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares14
Change+14
Value$395
Filed 2026-10-30
Birchwood Financial Partners, Inc.
NEW
Shares13
Change+13
Value$367
Filed 2026-11-02
WPG Advisers, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$367 (-$116)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$170 (-$53)
Filed 2026-10-16
Robeco Institutional Asset Management B.V.
CLOSED
Shares0 from 21,584
Change-21,584 (-100%)
Value$0 (-$801.2K)
Filed 2026-10-20
AIA Group Ltd
CLOSED
Shares0 from 20,917
Change-20,917 (-100%)
Value$0 (-$776.4K)
Filed 2026-10-30
Plato Investment Management Ltd
CLOSED
Shares0 from 18,710
Change-18,710 (-100%)
Value$0 (-$691.2K)
Filed 2026-11-05
Third View Private Wealth, LLC
CLOSED
Shares0 from 10,931
Change-10,931 (-100%)
Value$0 (-$405.7K)
Filed 2026-10-30
Avail Investment Partners, LLC
CLOSED
Shares0 from 7,566
Change-7,566 (-100%)
Value$0 (-$280.9K)
Filed 2026-10-16
Abundance Wealth Counselors
CLOSED
Shares0 from 7,254
Change-7,254 (-100%)
Value$0 (-$269.3K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 6,972
Change-6,972 (-100%)
Value$0 (-$258.8K)
Filed 2026-10-20
Amalgamated Bank
CLOSED
Shares0 from 6,510
Change-6,510 (-100%)
Value$0 (-$242.0K)
Filed 2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 6,493
Change-6,493 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-23
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 6,397
Change-6,397 (-100%)
Value$0 (-$237.5K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 6,107
Change-6,107 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-13
Invested Advisors
CLOSED
Shares0 from 5,601
Change-5,601 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-23
Trust Co of Oklahoma
CLOSED
Shares0 from 5,600
Change-5,600 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-15
Miller Financial Services LLC
CLOSED
Shares0 from 5,595
Change-5,595 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-20
Community Bank of Raymore
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-21
Covestor Ltd
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$8)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-23
City State Bank
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-15
Highline Wealth Partners LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-19
Whipplewood Advisors, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$854)
Filed 2026-10-20
Pittenger & Anderson Inc
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$557)
Filed 2026-11-02
Central Trust Co
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$520)
Filed 2026-11-05
Sims Investment Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$445)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$360)
Filed 2026-10-16
Creative Financial Designs Inc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$223)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
Clearbridge Investments, LLC
N/A
Shares— from 10,341,055
Change-10,341,055 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 10,094,152
Change-10,094,152 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,594,883
Change-4,594,883 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,583,097
Change-4,583,097 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,969,576
Change-3,969,576 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,463,244
Change-3,463,244 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,335,117
Change-3,335,117 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,017,418
Change-3,017,418 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,701,204
Change-2,701,204 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 2,217,815
Change-2,217,815 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,190,576
Change-2,190,576 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,004,204
Change-2,004,204 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,806,688
Change-1,806,688 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,800,168
Change-1,800,168 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,634,998
Change-1,634,998 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,548,497
Change-1,548,497 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,501,708
Change-1,501,708 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,404,353
Change-1,404,353 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,382,253
Change-1,382,253 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,341,214
Change-1,341,214 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,232,742
Change-1,232,742 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,221,278
Change-1,221,278 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,129,513
Change-1,129,513 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,015,000
Change-1,015,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 961,115
Change-961,115 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 946,066
Change-946,066 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 915,321
Change-915,321 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 913,161
Change-913,161 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 905,095
Change-905,095 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 883,115
Change-883,115 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 859,212
Change-859,212 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 765,374
Change-765,374 (-100%)
Value—
Amundi
N/A
Shares— from 693,442
Change-693,442 (-100%)
Value—
UBS Group AG
N/A
Shares— from 669,863
Change-669,863 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 634,999
Change-634,999 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 619,516
Change-619,516 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 589,488
Change-589,488 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 526,525
Change-526,525 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 514,047
Change-514,047 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 491,233
Change-491,233 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 446,750
Change-446,750 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 435,636
Change-435,636 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 397,517
Change-397,517 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 364,308
Change-364,308 (-100%)
Value—
Man Group plc
N/A
Shares— from 336,131
Change-336,131 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 326,160
Change-326,160 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 319,443
Change-319,443 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 312,909
Change-312,909 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 307,006
Change-307,006 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 295,300
Change-295,300 (-100%)
Value—
Aviva PLC
N/A
Shares— from 295,215
Change-295,215 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 278,812
Change-278,812 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 273,218
Change-273,218 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 270,938
Change-270,938 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 253,428
Change-253,428 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 224,791
Change-224,791 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 217,286
Change-217,286 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 214,136
Change-214,136 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 203,883
Change-203,883 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 203,795
Change-203,795 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 200,460
Change-200,460 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 176,633
Change-176,633 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 172,505
Change-172,505 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 170,451
Change-170,451 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 161,498
Change-161,498 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 157,202
Change-157,202 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 154,171
Change-154,171 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 152,397
Change-152,397 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 137,451
Change-137,451 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 136,271
Change-136,271 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 131,850
Change-131,850 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 130,541
Change-130,541 (-100%)
Value—
Mirova
N/A
Shares— from 130,361
Change-130,361 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 129,478
Change-129,478 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 124,275
Change-124,275 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 123,847
Change-123,847 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 121,231
Change-121,231 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 120,243
Change-120,243 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 119,057
Change-119,057 (-100%)
Value—
LBP AM SA
N/A
Shares— from 116,859
Change-116,859 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 116,072
Change-116,072 (-100%)
Value—
Barclays PLC
N/A
Shares— from 113,160
Change-113,160 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 111,548
Change-111,548 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 108,903
Change-108,903 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 108,552
Change-108,552 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 108,075
Change-108,075 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 102,704
Change-102,704 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 93,614
Change-93,614 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 93,140
Change-93,140 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 90,971
Change-90,971 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 88,065
Change-88,065 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 87,508
Change-87,508 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 85,994
Change-85,994 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 85,122
Change-85,122 (-100%)
Value—
FIL Ltd
N/A
Shares— from 81,551
Change-81,551 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 80,388
Change-80,388 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 79,241
Change-79,241 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 77,104
Change-77,104 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 69,005
Change-69,005 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 68,202
Change-68,202 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 65,015
Change-65,015 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 63,185
Change-63,185 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 62,769
Change-62,769 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 62,731
Change-62,731 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 61,150
Change-61,150 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 61,072
Change-61,072 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 59,751
Change-59,751 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 58,958
Change-58,958 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 57,696
Change-57,696 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 55,590
Change-55,590 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 53,628
Change-53,628 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 51,262
Change-51,262 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 46,977
Change-46,977 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 46,531
Change-46,531 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 44,886
Change-44,886 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 44,700
Change-44,700 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,490
Change-43,490 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 43,445
Change-43,445 (-100%)
Value—
Expect Equity LLC
N/A
Shares— from 43,276
Change-43,276 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 40,460
Change-40,460 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 40,031
Change-40,031 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 39,363
Change-39,363 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 38,922
Change-38,922 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 38,771
Change-38,771 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,652
Change-36,652 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 34,027
Change-34,027 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 33,150
Change-33,150 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 33,028
Change-33,028 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 32,692
Change-32,692 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 32,677
Change-32,677 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 32,188
Change-32,188 (-100%)
Value—
Caldwell Investment Management Ltd.
N/A
Shares— from 31,200
Change-31,200 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 31,126
Change-31,126 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,637
Change-29,637 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 29,399
Change-29,399 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 29,045
Change-29,045 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 28,620
Change-28,620 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28,022
Change-28,022 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 27,655
Change-27,655 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 27,617
Change-27,617 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 26,855
Change-26,855 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 26,465
Change-26,465 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,297
Change-25,297 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 24,941
Change-24,941 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 24,430
Change-24,430 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 19,885
Change-19,885 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 19,550
Change-19,550 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 19,079
Change-19,079 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 18,141
Change-18,141 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 17,303
Change-17,303 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 16,065
Change-16,065 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 15,774
Change-15,774 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,509
Change-15,509 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,464
Change-15,464 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 15,028
Change-15,028 (-100%)
Value—
&partners
N/A
Shares— from 14,044
Change-14,044 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,773
Change-13,773 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,052
Change-13,052 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 12,863
Change-12,863 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 12,780
Change-12,780 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 12,454
Change-12,454 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,679
Change-11,679 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 10,501
Change-10,501 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,365
Change-10,365 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 9,733
Change-9,733 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 9,709
Change-9,709 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 9,596
Change-9,596 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,578
Change-8,578 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Ossiam
N/A
Shares— from 7,406
Change-7,406 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,376
Change-7,376 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,341
Change-7,341 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,107
Change-7,107 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Natixis
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Quarry LP
N/A
Shares— from 979
Change-979 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 882
Change-882 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 796
Change-796 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 665
Change-665 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 350
Change-350 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 205
Change-205 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 86
Change-86 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 32
Change-32 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 25
Change-25 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5
Change-5 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 0
Change0
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Parnassus Investments, LLC
INCREASED5,059,2975,028,808+30,489+1%$186.7M$142.8M-$43.9M2026-10-22
Davenport & Co LLC
INCREASED2,141,298251,548+1,889,750+751%$9.3M$60.4M+$51.0M2026-10-14
Principal Financial Group Inc
DECREASED1,609,6341,670,298-60,664-4%$62.0M$45.4M-$16.6M2026-11-02
TD Waterhouse Canada Inc.
INCREASED1,417,7431,391,791+25,952+2%$51.3M$40.1M-$11.2M2026-10-16
Dimensional Fund Advisors LP
INCREASED535,877459,003+76,874+17%$17.0M$15.1M-$1.9M2026-11-04
Bank of New York Mellon Corp
INCREASED505,492499,990+5,502+1%$18.6M$14.3M-$4.3M2026-11-05
AGF Management LTD
DECREASED488,461488,536-750%$18.5M$14.0M-$4.4M2026-11-03
Oak Grove Capital LLC
DECREASED441,300486,100-44,800-9%$18.0M$12.5M-$5.6M2026-10-09
MacKenzie Financial Corp
INCREASED379,172332,160+47,012+14%$17.5M$10.7M-$6.8M2026-11-02
Washington Trust Advisors, Inc.
DECREASED354,711362,218-7,507-2%$13.4M$10.0M-$3.4M2026-10-22
New South Capital Management Inc
DECREASED348,709551,894-203,185-37%$20.5M$9.8M-$10.6M2026-11-05
Rempart Asset Management Inc.
UNCHANGED286,535286,53500%$10.6M$10.6M$02026-10-20
Guinness Asset Management LTD
NEW264,383—+264,383——$7.5M—2026-11-05
Oppenheimer Asset Management Inc.
DECREASED252,247258,321-6,074-2%$9.6M$7.1M-$2.5M2026-10-27
Oppenheimer & Co Inc
INCREASED175,385151,718+23,667+16%$5.6M$4.9M-$682.4K2026-10-26
NIA Impact Advisors, LLC
INCREASED160,567145,697+14,870+10%$5.4M$4.5M-$877.1K2026-11-04
Steinberg Asset Management LLC
INCREASED131,234101,312+29,922+30%$3.8M$3.7M-$57.3K2026-10-29
Green Alpha Advisors, LLC
INCREASED117,999117,911+88+0%$4.4M$3.3M-$1.0M2026-10-08
Pictet Asset Management Holding SA
DECREASED111,413122,538-11,125-9%$4.6M$3.2M-$1.4M2026-11-03
Oak Thistle LLC
INCREASED106,42926,398+80,031+303%$979.9K$3.0M+$2.0M2026-10-21
Hussman Strategic Advisors, Inc.
NEW105,000—+105,000——$3.0M—2026-11-02
Eagle Global Advisors LLC
UNCHANGED91,64091,64000%$3.4M$2.6M-$815.6K2026-11-02
Achmea Investment Management B.V.
NEW89,010—+89,010——$2.5M—2026-10-30
Compass Financial Management LLC
NEW85,889—+85,889——$2.4M—2026-10-30
Citigroup Inc
DECREASED75,972455,212-379,240-83%$16.9M$2.1M-$14.8M2026-11-04
Edgemoor Investment Advisors, Inc.
INCREASED74,04368,560+5,483+8%$2.5M$2.1M-$455.5K2026-11-03
Maryland State Retirement & Pension System
DECREASED66,53984,567-18,028-21%$3.1M$1.9M-$1.3M2026-11-05
CIBC Asset Management Inc
DECREASED64,67478,640-13,966-18%$3.1M$1.8M-$1.3M2026-11-05
Creative Planning
INCREASED58,05737,986+20,071+53%$1.4M$1.6M+$228.3K2026-11-02
Alps Advisors Inc
INCREASED55,11445,234+9,880+22%$1.7M$1.6M-$123.8K2026-11-03
Arjuna Capital
DECREASED51,112108,741-57,629-53%$4.0M$1.4M-$2.6M2026-11-03
Corrado Advisors, LLC
INCREASED50,03747,586+2,451+5%$1.8M$1.4M-$354.3K2026-10-27
Investment Partners Asset Management, Inc.
INCREASED45,34340,058+5,285+13%$1.5M$1.3M-$207.4K2026-10-09
Argonautica Private Wealth Management, Inc
INCREASED45,33742,112+3,225+8%$1.6M$1.3M-$283.8K2026-11-02
Diversify Wealth Management, LLC
INCREASED42,46641,985+481+1%$1.4M$1.2M-$140.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED42,46641,985+481+1%$1.4M$1.2M-$140.2K2026-10-20
XML Financial, LLC
UNCHANGED39,72639,72600%$1.5M$1.1M-$353.6K2026-10-29
Pacifica Partners Inc.
INCREASED39,420500+38,920+7784%$18.0K$1.1M+$1.1M2026-10-09
Mn Services Vermogensbeheer B.V.
UNCHANGED38,60038,60000%$1.4M$1.1M-$342.0K2026-10-08
DekaBank Deutsche Girozentrale
NEW36,624—+36,624——$1.0M—2026-10-27
Paragon Capital Management Ltd
INCREASED35,43732,339+3,098+10%$1.2M$1.0M-$200.4K2026-10-09
Swiss Life Asset Management Ltd
INCREASED33,79329,333+4,460+15%$1.1M$955.4K-$132.1K2026-11-03
HB Wealth Management, LLC
INCREASED32,23824,240+7,998+33%$899.8K$909.8K+$9.9K2026-10-23
Intact Investment Management Inc.
UNCHANGED31,00031,00000%$1.2M$875.1K-$277.2K2026-11-03
Kestra Advisory Services, LLC
INCREASED30,81410,661+20,153+189%$395.7K$869.6K+$473.8K2026-11-02
Investment Research Partners LLC
DECREASED28,95031,192-2,242-7%$1.2M$817.0K-$340.9K2026-10-19
Montag A & Associates Inc
DECREASED27,90328,706-803-3%$1.1M$787.4K-$278.1K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED26,25512,329+13,926+113%$432.4K$771.4K+$339.0K2026-10-13
Strs Ohio
DECREASED25,33826,364-1,026-4%$979.6K$716.8K-$262.8K2026-10-30
Farther Finance Advisors, LLC
INCREASED23,44515,285+8,160+53%$567.4K$661.6K+$94.2K2026-10-08
Hanson & Doremus Investment Management
NEW23,013—+23,013——$649.0K—2026-10-16
New York Life Investment Management LLC
INCREASED22,51317,950+4,563+25%$666.3K$635.3K-$31.0K2026-11-04
Guardian Partners Inc.
INCREASED20,04319,843+200+1%$737.2K$566.8K-$170.4K2026-10-21
TD Private Client Wealth LLC
DECREASED19,57420,697-1,123-5%$768.3K$552.4K-$215.9K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED19,56623,600-4,034-17%$876.0K$552.0K-$324.0K2026-11-02
Assenagon Asset Management S.A.
INCREASED18,87817,821+1,057+6%$662.2K$534.1K-$128.1K2026-10-15
Plan A Wealth LLC
INCREASED18,75718,233+524+3%$676.8K$529.3K-$147.5K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED18,35015,777+2,573+16%$585.6K$517.9K-$67.8K2026-11-03
Atria Investments, Inc
INCREASED18,08611,786+6,300+53%$437.5K$510.4K+$72.9K2026-10-15
Everett Harris & Co
UNCHANGED16,00016,00000%$593.9K$451.5K-$142.4K2026-10-28
Jacobi Capital Management LLC
INCREASED15,72115,210+511+3%$564.6K$443.7K-$120.9K2026-11-05
Douglas Lane & Associates, LLC
DECREASED13,81513,880-650%$515.2K$389.9K-$125.4K2026-10-09
Choreo, LLC
NEW13,120—+13,120——$369.0K—2026-10-28
Xponance LLC
DECREASED12,78912,863-74-1%$477.5K$360.9K-$116.6K2026-11-03
Pinnacle Wealth Management Group, Inc.
UNCHANGED12,65912,65900%$469.9K$357.2K-$112.7K2026-10-15
Griffin Asset Management, Inc.
DECREASED12,44918,444-5,995-32%$684.6K$351.3K-$333.3K2026-10-22
Pinnacle Associates LTD
DECREASED11,23012,073-843-7%$448.2K$316.9K-$131.2K2026-10-20
Ethic Inc.
INCREASED10,6468,086+2,560+32%$300.2K$300.4K+$2662026-11-03
Candriam S.C.A.
DECREASED10,310101,642-91,332-90%$3.8M$292.8K-$3.5M2026-11-03
Truist Financial Corp
INCREASED10,2229,739+483+5%$361.5K$288.5K-$73.0K2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED10,16610,16600%$377.0K$286.0K-$91.0K2026-10-20
InTrack Investment Management Inc
INCREASED10,1107,340+2,770+38%$272.5K$285.3K+$12.8K2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
DECREASED9,2509,293-430%$345.0K$261.0K-$83.9K2026-10-23
Imc-Chicago, LLC
INCREASED9,0276,519+2,508+38%$242.0K$254.7K+$12.8K2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED8,9968,99600%$334.3K$254.5K-$79.8K2026-10-19
Quadrant Capital Group LLC
DECREASED8,5548,686-132-2%$322.4K$247.5K-$75.0K2026-10-20
Commonwealth Equity Services, LLC
INCREASED8,2277,725+502+7%$286.7K$232.2K-$54.6K2026-11-02
MeadowBrook Investment Advisors LLC
NEW7,879—+7,879——$231.3K—2026-10-29
Moody Lynn Lieberson & Walker, LLC
INCREASED7,5506,750+800+12%$250.6K$213.1K-$37.5K2026-10-14
Cardinal Point Capital Management ULC
INCREASED7,5187,043+475+7%$261.3K$212.9K-$48.4K2026-10-21
South Shore Capital Advisors
INCREASED7,2097,206+3+0%$267.5K$203.5K-$64.0K2026-10-20
Spirit of America Management Corp
UNCHANGED5,9005,90000%$219.0K$166.5K-$52.5K2026-10-14
SBI Securities Co., Ltd.
DECREASED5,8446,031-187-3%$223.9K$164.9K-$59.0K2026-10-22
US Bancorp \de\
DECREASED5,4785,916-438-7%$219.6K$154.6K-$65.0K2026-11-05
Tsfg, LLC
DECREASED5,2978,226-2,929-36%$305.0K$149.0K-$156.0K2026-10-23
ASR Vermogensbeheer N.V.
DECREASED5,275241,235-235,960-98%$9.0M$149.3K-$8.8M2026-10-16
Rossby Financial, LCC
INCREASED5,0173,627+1,390+38%$134.6K$141.6K+$6.9K2026-11-05
Axxion S.A.
UNCHANGED5,0005,00000%$185.6K$141.1K-$44.5K2026-10-22
IFP Advisors, Inc
INCREASED4,9383,337+1,601+48%$123.9K$139.4K+$15.5K2026-10-16
Signaturefd, LLC
INCREASED4,4413,140+1,301+41%$116.6K$125.3K+$8.8K2026-10-23
Sterling Capital Management LLC
DECREASED3,9824,075-93-2%$151.3K$112.4K-$38.9K2026-10-22
Financial Perspectives, Inc
UNCHANGED3,6123,61200%$134.1K$101.9K-$32.1K2026-11-03
Gamma Investing LLC
INCREASED3,1942,581+613+24%$95.8K$90.1K-$5.7K2026-10-08
Larson Financial Group LLC
DECREASED3,1533,169-160%$117.6K$89.0K-$28.7K2026-11-05
Private Trust Co NA
INCREASED3,0672,652+415+16%$98.4K$86.6K-$11.9K2026-10-20
Nisa Investment Advisors, LLC
DECREASED2,8253,590-765-21%$133.3K$79.7K-$53.5K2026-10-20
Essential Partners LLC
NEW2,738—+2,738——$77.3K—2026-10-14
CX Institutional
INCREASED2,622167+2,455+1470%$6$74+$682026-10-02
V-Square Quantitative Management LLC
DECREASED2,2374,653-2,416-52%$172.7K$63.1K-$109.6K2026-10-15
Parallel Advisors, LLC
INCREASED2,2201,935+285+15%$71.8K$62.6K-$9.2K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED2,082776+1,306+168%$28.8K$58.8K+$29.9K2026-11-04
First Bancorp, Inc
UNCHANGED2,0002,00000%$74.2K$56.4K-$17.8K2026-10-26
Manchester Capital Management LLC
INCREASED1,8061,497+309+21%$55.6K$51.0K-$4.6K2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED1,7111,71100%$63.5K$48.3K-$15.2K2026-10-22
Versant Capital Management, Inc
INCREASED1,517294+1,223+416%$10.9K$42.8K+$31.9K2026-10-02
Chilton Capital Management LLC
UNCHANGED1,4731,47300%$54.7K$41.6K-$13.1K2026-10-28
Clean Yield Group
UNCHANGED1,3841,38400%$51.4K$39.1K-$12.3K2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED1,2681,326-58-4%$49.2K$35.8K-$13.4K2026-11-05
Morguard Lincluden Global Investments Ltd
UNCHANGED1,2571,25700%$66$50-$162026-10-28
Wealth Analytics Partners, LLC
NEW1,125—+1,125——$31.7K—2026-10-19
Assetmark, Inc
DECREASED1,0421,660-618-37%$61.6K$29.4K-$32.2K2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED1,0001,00000%$37.1K$28.2K-$8.9K2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED99399300%$36.9K$28.0K-$8.8K2026-10-13
Princeton Global Asset Management LLC
UNCHANGED90090000%$33.4K$25.4K-$8.0K2026-10-21
Caitong International Asset Management Co., Ltd
INCREASED878508+370+73%$18.9K$24.8K+$5.9K2026-10-29
Root Financial Partners, LLC
NEW787—+787——$22.2K—2026-10-21
True Wealth Design, LLC
INCREASED71355+658+1196%$2.0K$20.1K+$18.1K2026-10-13
Torren Management, LLC
UNCHANGED67367300%$25.0K$19.0K-$6.0K2026-10-29
Fifth Third Bancorp
DECREASED6711,080-409-38%$40.1K$18.9K-$21.2K2026-11-05
Mather Group, Llc.
INCREASED585372+213+57%$13.8K$16.5K+$2.7K2026-10-14
Fideuram Asset Management (Ireland) dac
DECREASED5828,666-8,084-93%$465.0K$25.1K-$439.9K2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED559707-148-21%$26.2K$15.8K-$10.5K2026-10-05
Simplex Trading, LLC
NEW542—+542——$15.3K—2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
NEW525—+525——$14.8K—2026-10-14
Parkside Financial Bank & Trust
INCREASED519331+188+57%$12.3K$14.6K+$2.4K2026-10-27
Nova Financial LLC
NEW487—+487——$13.7K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED476381+95+25%$14.1K$13.4K-$7102026-10-27
Main Street Group, LTD
UNCHANGED42942900%$15.9K$12.1K-$3.8K2026-10-28
First Community Trust NA
NEW400—+400——$11.3K—2026-10-07
First Command Advisory Services, Inc.
INCREASED357293+64+22%$10.9K$10.1K-$8012026-11-05
Asset Dedication, LLC
UNCHANGED32932900%$12.2K$9.3K-$2.9K2026-11-03
NorthAvenue LLC
UNCHANGED32932900%$12.2K$9.3K-$2.9K2026-10-29
Community Financial Services Group, LLC
UNCHANGED30230200%$11.1K$8.6K-$2.5K2026-10-15
Independence Bank of Kentucky
NEW187—+187——$5.3K—2026-10-26
SJS Investment Consulting Inc.
INCREASED180116+64+55%$4.3K$5.1K+$7742026-10-26
Bayban
UNCHANGED15015000%$5.6K$5.6K$02026-11-05
Gilpin Wealth Management, LLC
INCREASED13070+60+86%$2.6K$3.7K+$1.1K2026-10-09
Hartford Financial Management Inc.
NEW121—+121——$3.4K—2026-10-21
Bell Investment Advisors, Inc
UNCHANGED12112100%$4.5K$3.4K-$1.1K2026-10-29
Ares Financial Consulting, LLC
UNCHANGED11111100%$4.1K$3.1K-$9882026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED10410400%$3.9K$2.9K-$9252026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED103900-797-89%$33.4K$2.9K-$30.5K2026-10-14
UMB Private Wealth Management, LLC
NEW101—+101——$2.9K—2026-10-19
CoreCap Advisors, LLC
UNCHANGED10010000%$3.7K$2.8K-$8902026-10-08
Lanark Financial, Inc.
UNCHANGED10010000%$3.7K$2.8K-$8902026-10-26
MV Capital Management, Inc.
INCREASED9480+14+18%$3.0K$2.7K-$3172026-10-29
Financial Consulate, Inc
INCREASED9055+35+64%$2.0K$2.5K+$4982026-10-23
JFS Wealth Advisors, LLC
INCREASED8381+2+2%$3.0K$2.3K-$6642026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED787800%$2.9K$2.2K-$6942026-10-16
Bangor Savings Bank
NEW75—+75——$2.1K—2026-10-06
GK Wealth Management LLC
NEW70—+70——$2.0K—2026-10-09
Blue Trust, Inc.
UNCHANGED545400%$2.0K$1.5K-$4802026-10-15
Leonteq Securities AG
UNCHANGED515100%$1.9K$1.4K-$4542026-10-29
Financial Management Professionals, Inc.
UNCHANGED505000%$1.9K$1.4K-$4452026-10-23
West Paces Advisors Inc.
DECREASED4254-12-22%$2.0K$1.2K-$8192026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED292900%$1.1K$818-$2582026-11-05
Fortitude Family Office, LLC
UNCHANGED272700%$1.0K$762-$2402026-10-14
Cromwell Holdings LLC
UNCHANGED232300%$854$649-$2052026-10-28
Center for Financial Planning, Inc.
UNCHANGED222200%$817$620-$1972026-10-26
Birch Financial Group, LLC
NEW21—+21——$593—2026-10-27
Private Wealth Management Group, LLC
DECREASED19107-88-82%$4.0K$537-$3.4K2026-10-19
Meriwether Wealth & Planning, LLC
NEW18—+18——$508—2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED161600%$1$0-$12026-10-27
Provenance Wealth Advisors, LLC
NEW14—+14——$395—2026-10-30
Birchwood Financial Partners, Inc.
NEW13—+13——$367—2026-11-02
WPG Advisers, LLC
UNCHANGED131300%$483$367-$1162026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$223$170-$532026-10-16
Robeco Institutional Asset Management B.V.
CLOSED021,584-21,584-100%$801.2K$0-$801.2K2026-10-20
AIA Group Ltd
CLOSED020,917-20,917-100%$776.4K$0-$776.4K2026-10-30
Plato Investment Management Ltd
CLOSED018,710-18,710-100%$691.2K$0-$691.2K2026-11-05
Third View Private Wealth, LLC
CLOSED010,931-10,931-100%$405.7K$0-$405.7K2026-10-30
Avail Investment Partners, LLC
CLOSED07,566-7,566-100%$280.9K$0-$280.9K2026-10-16
Abundance Wealth Counselors
CLOSED07,254-7,254-100%$269.3K$0-$269.3K2026-10-26
Prime Capital Investment Advisors, LLC
CLOSED06,972-6,972-100%$258.8K$0-$258.8K2026-10-20
Amalgamated Bank
CLOSED06,510-6,510-100%$242.0K$0-$242.0K2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED06,493-6,493-100%$241.0K$0-$241.0K2026-10-23
Precedent Wealth Partners, LLC
CLOSED06,397-6,397-100%$237.5K$0-$237.5K2026-10-21
Signature Estate & Investment Advisors LLC
CLOSED06,107-6,107-100%$226.7K$0-$226.7K2026-10-13
Invested Advisors
CLOSED05,601-5,601-100%$207.9K$0-$207.9K2026-10-23
Trust Co of Oklahoma
CLOSED05,600-5,600-100%$207.9K$0-$207.9K2026-10-15
Miller Financial Services LLC
CLOSED05,595-5,595-100%$207.7K$0-$207.7K2026-10-20
Community Bank of Raymore
CLOSED05,500-5,500-100%$204.2K$0-$204.2K2026-10-23
AdvisorNet Financial, Inc
CLOSED0615-615-100%$22.8K$0-$22.8K2026-10-15
NBT Bank, N.A.
CLOSED0400-400-100%$14.8K$0-$14.8K2026-10-21
Covestor Ltd
CLOSED0222-222-100%$8$0-$82026-10-30
Wilmington Savings Fund Society, FSB
CLOSED0168-168-100%$6.2K$0-$6.2K2026-10-23
City State Bank
CLOSED055-55-100%$2.0K$0-$2.0K2026-10-20
Moisand Fitzgerald Tamayo, LLC
CLOSED043-43-100%$1.6K$0-$1.6K2026-10-15
Highline Wealth Partners LLC
CLOSED029-29-100%$1.1K$0-$1.1K2026-10-19
Whipplewood Advisors, LLC
CLOSED023-23-100%$854$0-$8542026-10-20
Pittenger & Anderson Inc
CLOSED015-15-100%$557$0-$5572026-11-02
Central Trust Co
CLOSED014-14-100%$520$0-$5202026-11-05
Sims Investment Management, LLC
CLOSED012-12-100%$445$0-$4452026-10-13
Cornerstone Planning Group LLC
CLOSED011-11-100%$360$0-$3602026-10-16
Creative Financial Designs Inc
CLOSED06-6-100%$223$0-$2232026-11-04
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
Clearbridge Investments, LLC
N/A—10,341,055-10,341,055-100%$383.9M———
Brookfield Corp
N/A—10,094,152-10,094,152-100%$374.7M———
Legal & General Group Plc
N/A—4,594,883-4,594,883-100%$170.7M———
Canada Pension Plan Investment Board
N/A—4,583,097-4,583,097-100%$170.1M———
Vanguard Capital Management LLC
N/A—3,969,576-3,969,576-100%$147.6M———
BlackRock, Inc.
N/A—3,463,244-3,463,244-100%$128.6M———
Baird Financial Group, Inc.
N/A—3,335,117-3,335,117-100%$123.8M———
D. E. Shaw & Co., Inc.
N/A—3,017,418-3,017,418-100%$112.0M———
CIBC Bancorp USA Inc.
N/A—2,701,204-2,701,204-100%$100.3M———
Geode Capital Management, LLC
N/A—2,217,815-2,217,815-100%$82.1M———
Goldman Sachs Group Inc
N/A—2,190,576-2,190,576-100%$81.3M———
Morgan Stanley
N/A—2,004,204-2,004,204-100%$74.4M———
Advisors Capital Management, LLC
N/A—1,806,688-1,806,688-100%$67.1M———
Norges Bank
N/A—1,800,168-1,800,168-100%$66.8M———
Bank of America Corp
N/A—1,634,998-1,634,998-100%$60.7M———
Arrowstreet Capital, Limited Partnership
N/A—1,548,497-1,548,497-100%$57.5M———
Royal Bank of Canada
N/A—1,501,708-1,501,708-100%$55.7M———
State Street Corp
N/A—1,404,353-1,404,353-100%$52.1M———
Gotham Asset Management, LLC
N/A—1,382,253-1,382,253-100%$51.3M———
Bank of Montreal
N/A—1,341,214-1,341,214-100%$49.8M———
FMR LLC
N/A—1,232,742-1,232,742-100%$45.8M———
Vanguard Fiduciary Trust Co
N/A—1,221,278-1,221,278-100%$45.4M———
Scotia Capital Inc.
N/A—1,129,513-1,129,513-100%$40.0M———
Epoch Investment Partners, Inc.
N/A—1,015,000-1,015,000-100%$37.7M———
Wells Fargo & Company
N/A—961,115-961,115-100%$35.7M———
Federation des caisses Desjardins du Quebec
N/A—946,066-946,066-100%$33.5M———
Vanguard Global Advisers, LLC
N/A—915,321-915,321-100%$34.0M———
CIBC World Market Inc.
N/A—913,161-913,161-100%$33.9M———
Renaissance Technologies LLC
N/A—905,095-905,095-100%$33.6M———
Invesco Ltd.
N/A—883,115-883,115-100%$32.8M———
Northern Trust Corp
N/A—859,212-859,212-100%$31.9M———
National Bank of Canada
N/A—765,374-765,374-100%$27.0M———
Amundi
N/A—693,442-693,442-100%$25.7M———
UBS Group AG
N/A—669,863-669,863-100%$24.9M———
Citadel Advisors LLC
N/A—634,999-634,999-100%$23.6M———
Neuberger Berman Group LLC
N/A—619,516-619,516-100%$23.0M———
Envestnet Asset Management Inc
N/A—589,488-589,488-100%$21.9M———
TD Asset Management Inc
N/A—526,525-526,525-100%$19.5M———
Deutsche Bank Ag\
N/A—514,047-514,047-100%$19.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—491,233-491,233-100%$18.2M———
Swiss National Bank
N/A—446,750-446,750-100%$16.6M———
Charles Schwab Investment Management Inc
N/A—435,636-435,636-100%$16.2M———
BNP Paribas Asset Management Holding S.A.
N/A—397,517-397,517-100%$14.8M———
Cannell & Spears LLC
N/A—364,308-364,308-100%$13.5M———
Man Group plc
N/A—336,131-336,131-100%$12.5M———
Millennium Management LLC
N/A—326,160-326,160-100%$12.1M———
Nuveen, LLC
N/A—319,443-319,443-100%$11.9M———
Occudo Quantitative Strategies LP
N/A—312,909-312,909-100%$11.6M———
Becker Capital Management Inc
N/A—307,006-307,006-100%$11.4M———
ArrowMark Colorado Holdings LLC
N/A—295,300-295,300-100%$11.0M———
Aviva PLC
N/A—295,215-295,215-100%$11.0M———
Quantbot Technologies LP
N/A—278,812-278,812-100%$10.3M———
Voloridge Investment Management, LLC
N/A—273,218-273,218-100%$10.1M———
Raymond James Financial Inc
N/A—270,938-270,938-100%$10.1M———
Foresight Group Ltd Liability Partnership
N/A—253,428-253,428-100%$9.5M———
Two Sigma Investments, LP
N/A—224,791-224,791-100%$8.3M———
JPMorgan Chase & Co
N/A—217,286-217,286-100%$8.1M———
PFG Investments, LLC
N/A—214,136-214,136-100%$7.9M———
Schonfeld Strategic Advisors LLC
N/A—203,883-203,883-100%$7.6M———
Stifel Financial Corp
N/A—203,795-203,795-100%$7.6M———
LOS Angeles Capital Management LLC
N/A—200,460-200,460-100%$7.4M———
Rockefeller Capital Management L.P.
N/A—176,633-176,633-100%$6.6M———
LGT Group Foundation
N/A—172,505-172,505-100%$6.4M———
AQR Capital Management LLC
N/A—170,451-170,451-100%$6.3M———
Intech Investment Management LLC
N/A—161,498-161,498-100%$6.0M———
Bank of Nova Scotia
N/A—157,202-157,202-100%$5.8M———
Focus Partners Wealth
N/A—154,171-154,171-100%$5.7M———
Baillie Gifford & Co
N/A—152,397-152,397-100%$5.7M———
Trexquant Investment LP
N/A—137,451-137,451-100%$5.1M———
Manufacturers Life Insurance Company, the
N/A—136,271-136,271-100%$5.1M———
Worldquant Millennium Advisors LLC
N/A—131,850-131,850-100%$4.9M———
American Century Companies Inc
N/A—130,541-130,541-100%$4.8M———
Mirova
N/A—130,361-130,361-100%$4.8M———
Voleon Capital Management LP
N/A—129,478-129,478-100%$4.8M———
Franklin Resources Inc
N/A—124,275-124,275-100%$4.6M———
State Board of Administration of Florida Retirement System
N/A—123,847-123,847-100%$4.6M———
Quantinno Capital Management LP
N/A—121,231-121,231-100%$4.5M———
LPL Financial LLC
N/A—120,243-120,243-100%$4.5M———
Harvest Portfolios Group Inc.
N/A—119,057-119,057-100%$4.4M———
LBP AM SA
N/A—116,859-116,859-100%$4.3M———
Vanguard Portfolio Management LLC
N/A—116,072-116,072-100%$4.3M———
Barclays PLC
N/A—113,160-113,160-100%$4.2M———
Rhumbline Advisers
N/A—111,548-111,548-100%$4.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—108,903-108,903-100%$4.0M———
Price T Rowe Associates Inc
N/A—108,552-108,552-100%$4.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—108,075-108,075-100%$4.0M———
UBS Asset Management Americas LLC
N/A—102,704-102,704-100%$3.8M———
Jump Financial, LLC
N/A—93,614-93,614-100%$3.5M———
Van Eck Associates Corp
N/A—93,140-93,140-100%$3.5M———
New York State Common Retirement Fund
N/A—90,971-90,971-100%$3.4M———
Toronto Dominion Bank
N/A—88,065-88,065-100%$3.3M———
SEI Investments Co
N/A—87,508-87,508-100%$3.2M———
Alpine Woods Capital Investors, LLC
N/A—85,994-85,994-100%$3.2M———
Cetera Investment Advisers
N/A—85,122-85,122-100%$3.2M———
FIL Ltd
N/A—81,551-81,551-100%$3.0M———
Walleye Capital LLC
N/A—80,388-80,388-100%$3.0M———
Natural Investments, LLC
N/A—79,241-79,241-100%$2.9M———
AXQ Capital, LP
N/A—77,104-77,104-100%$2.9M———
Vanguard Asset Management, Ltd
N/A—69,005-69,005-100%$2.6M———
Vanguard Investments Australia, Ltd.
N/A—68,202-68,202-100%$2.5M———
Jones Financial Companies Lllp
N/A—65,015-65,015-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—63,185-63,185-100%$2.3M———
Alliancebernstein L.P.
N/A—62,769-62,769-100%$2.5M———
Police & Firemen's Retirement System of New Jersey
N/A—62,731-62,731-100%$2.3M———
Public Employees Retirement System of Ohio
N/A—61,150-61,150-100%$2.3M———
Brown Advisory Inc
N/A—61,072-61,072-100%$2.3M———
HighTower Advisors, LLC
N/A—59,751-59,751-100%$2.2M———
Picton Mahoney Asset Management
N/A—58,958-58,958-100%$2.2M———
Treasurer of the State of North Carolina
N/A—57,696-57,696-100%$2.1M———
LMR Partners LLP
N/A—55,590-55,590-100%$2.1M———
SIG North Trading, ULC
N/A—53,628-53,628-100%$2.0M———
Aventail Capital Group, LP
N/A—51,262-51,262-100%$1.9M———
Neo Ivy Capital Management
N/A—46,977-46,977-100%$1.7M———
Captrust Financial Advisors
N/A—46,531-46,531-100%$1.7M———
Russell Investments Group, Ltd.
N/A—44,886-44,886-100%$1.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—44,700-44,700-100%$1.7M———
BNP Paribas Financial Markets
N/A—43,490-43,490-100%$1.6M———
State of Wisconsin Investment Board
N/A—43,445-43,445-100%$1.6M———
Expect Equity LLC
N/A—43,276-43,276-100%$1.6M———
Jain Global LLC
N/A—40,460-40,460-100%$1.5M———
Natixis Advisors, LLC
N/A—40,031-40,031-100%$1.5M———
Entropy Technologies, LP
N/A—39,363-39,363-100%$1.5M———
Arkadios Wealth Advisors
N/A—38,922-38,922-100%$1.4M———
Engineers Gate Manager LP
N/A—38,771-38,771-100%$1.4M———
Susquehanna International Group, LLP
N/A—36,652-36,652-100%$1.4M———
SG Americas Securities, LLC
N/A—34,027-34,027-100%$1.3M———
Holocene Advisors, LP
N/A—33,150-33,150-100%$1.2M———
Mirabella Financial Services LLP
N/A—33,028-33,028-100%$1.2M———
HSBC Holdings PLC
N/A—32,692-32,692-100%$1.2M———
First Manhattan Co. Llc.
N/A—32,677-32,677-100%$1.2M———
Korea Investment Corp
N/A—32,188-32,188-100%$1.2M———
Caldwell Investment Management Ltd.
N/A—31,200-31,200-100%$1.2M———
Aigen Investment Management, LP
N/A—31,126-31,126-100%$1.2M———
Northwestern Mutual Wealth Management Co
N/A—29,637-29,637-100%$1.1M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—29,399-29,399-100%$1.1M———
Pathstone Holdings, LLC
N/A—29,045-29,045-100%$1.1M———
Bowen Hanes & Co Inc
N/A—28,620-28,620-100%$1.1M———
Osaic Holdings, Inc.
N/A—28,022-28,022-100%$1.0M———
Point72 Asset Management, L.P.
N/A—27,655-27,655-100%$1.0M———
Andra Ap-fonden
N/A—27,617-27,617-100%$1.5M———
Comprehensive Money Management Services LLC
N/A—26,855-26,855-100%$996.9K———
Squarepoint Ops LLC
N/A—26,465-26,465-100%$982.4K———
Summit Trail Advisors, LLC
N/A—25,297-25,297-100%$939.0K———
PNC Financial Services Group, Inc.
N/A—24,941-24,941-100%$925.8K———
Vanguard Personalized Indexing Management, LLC
N/A—24,430-24,430-100%$906.8K———
Ameriprise Financial Inc
N/A—19,885-19,885-100%$807.7K———
Gabelli Funds LLC
N/A—19,550-19,550-100%$725.7K———
FOX RUN Management, L.L.C.
N/A—19,079-19,079-100%$708.2K———
Capstone Investment Advisors, LLC
N/A—18,141-18,141-100%$673.4K———
Allianz Asset Management GmbH
N/A—17,303-17,303-100%$643.0K———
Waterloo Capital, L.P.
N/A—16,065-16,065-100%$596.3K———
Fortune Financial Advisors, LLC
N/A—15,780-15,780-100%$585.8K———
Graham Capital Management, L.P.
N/A—15,774-15,774-100%$585.5K———
HRT Financial LP
N/A—15,509-15,509-100%$575.0K———
Advisory Services Network, LLC
N/A—15,464-15,464-100%$574.0K———
Bessemer Group Inc
N/A—15,028-15,028-100%$556.0K———
&partners
N/A—14,044-14,044-100%$521.3K———
Modern Wealth Management, LLC
N/A—13,875-13,875-100%$515.1K———
Janney Montgomery Scott LLC
N/A—13,773-13,773-100%$511.0K———
Cura Wealth Advisors, LLC
N/A—13,385-13,385-100%$496.9K———
Fort Sheridan Advisors LLC
N/A—13,052-13,052-100%$484.5K———
Balanced Rock Investment Advisors LLC
N/A—13,033-13,033-100%$483.8K———
Stamos Capital Partners, L.P.
N/A—12,863-12,863-100%$477.5K———
Frec Markets, Inc.
N/A—12,780-12,780-100%$474.4K———
Hudson Bay Capital Management LP
N/A—12,500-12,500-100%$464.0K———
Beacon Investment Advisors LLC
N/A—12,454-12,454-100%$462.3K———
Vestmark Advisory Solutions, Inc.
N/A—11,679-11,679-100%$433.5K———
Guggenheim Capital LLC
N/A—11,614-11,614-100%$431.1K———
Aquatic Capital Management LLC
N/A—10,501-10,501-100%$389.8K———
Voya Investment Management LLC
N/A—10,365-10,365-100%$384.7K———
Belpointe Asset Management LLC
N/A—9,814-9,814-100%$364.3K———
LGT Fund Management Co Ltd.
N/A—9,733-9,733-100%$361.4K———
Banque Transatlantique SA
N/A—9,709-9,709-100%$360.3K———
Syon Capital LLC
N/A—9,634-9,634-100%$357.6K———
TCW Group Inc
N/A—9,596-9,596-100%$356.2K———
Tidal Investments LLC
N/A—9,570-9,570-100%$355.2K———
Laird Norton Wetherby Trust Company, LLC
N/A—9,360-9,360-100%$347.4K———
AlphaGrep UK Ltd
N/A—8,859-8,859-100%$328.8K———
Beacon Pointe Advisors, LLC
N/A—8,785-8,785-100%$326.1K———
Equitable Holdings, Inc.
N/A—8,578-8,578-100%$318.4K———
Lombard Odier Asset Management (Switzerland) SA
N/A—7,712-7,712-100%$286.4K———
Ossiam
N/A—7,406-7,406-100%$275.2K———
Principal Securities, Inc.
N/A—7,376-7,376-100%$273.8K———
Sanctuary Advisors, LLC
N/A—7,341-7,341-100%$272.5K———
Utah Retirement Systems
N/A—7,300-7,300-100%$271.0K———
W1m Asset Management Ltd
N/A—7,275-7,275-100%$270.3K———
Snowden Capital Advisors LLC
N/A—7,107-7,107-100%$263.8K———
Royal London Asset Management LTD
N/A—7,100-7,100-100%$263.6K———
Leavell Investment Management, Inc.
N/A—7,072-7,072-100%$262.5K———
Bank of Nova Scotia Trust Co
N/A—7,048-7,048-100%$261.6K———
Mercer Global Advisors Inc
N/A—7,005-7,005-100%$260.0K———
Ridge Creek Global, Inc
N/A—6,448-6,448-100%$239.4K———
Gilbert & Cook, Inc.
N/A—6,383-6,383-100%$236.9K———
WealthTrust Axiom LLC
N/A—6,378-6,378-100%$236.8K———
Cerity Partners LLC
N/A—6,365-6,365-100%$236.3K———
Steward Partners Investment Advisory, LLC
N/A—5,987-5,987-100%$222.2K———
Federated Hermes, Inc.
N/A—5,611-5,611-100%$208.3K———
Metis Global Partners, LLC
N/A—5,550-5,550-100%$206.2K———
Pasadena Private Wealth, LLC
N/A—5,540-5,540-100%$205.6K———
Dearborn Partners LLC
N/A—5,400-5,400-100%$200.4K———
Huntington National Bank
N/A—5,256-5,256-100%$195.1K———
Adalta Capital Management LLC
N/A—4,447-4,447-100%$165.1K———
Westfuller Advisors, LLC
N/A—4,188-4,188-100%$155.5K———
Clearstead Advisors, LLC
N/A—3,535-3,535-100%$131.2K———
Caldwell Sutter Capital, Inc.
N/A—3,409-3,409-100%$126.5K———
Arax Advisory Partners
N/A—3,015-3,015-100%$111.9K———
Strategic Wealth Partners, Ltd.
N/A—3,000-3,000-100%$111.4K———
Atlantic Union Bankshares Corp
N/A—2,858-2,858-100%$106.1K———
Basecamp Wealth Advisors LLC
N/A—2,470-2,470-100%$91.7K———
Operose Advisors LLC
N/A—2,394-2,394-100%$88.9K———
Global Retirement Partners, LLC
N/A—2,267-2,267-100%$84.2K———
MetLife Investment Management, LLC
N/A—2,210-2,210-100%$82.0K———
Aster Capital Management (Difc) Ltd
N/A—1,953-1,953-100%$72.5K———
California State Teachers Retirement System
N/A—1,912-1,912-100%$71.0K———
Natixis
N/A—1,380-1,380-100%$51.2K———
Smartleaf Asset Management LLC
N/A—1,252-1,252-100%$46.6K———
Stance Capital LLC
N/A—1,028-1,028-100%$38.2K———
Quarry LP
N/A—979-979-100%$36.3K———
Wellington-Altus USA Inc.
N/A—882-882-100%$35.1K———
SHP Wealth Management
N/A—796-796-100%$29.5K———
Allied Private Wealth LLC
N/A—750-750-100%$26.9K———
Allworth Financial LP
N/A—665-665-100%$24.7K———
Harbour Investments, Inc.
N/A—523-523-100%$19.4K———
Bartlett & Co. Wealth Management LLC
N/A—495-495-100%$18.4K———
Frazier Financial Advisors, LLC
N/A—361-361-100%$13.4K———
Dunhill Financial, LLC
N/A—350-350-100%$13.0K———
Zions Bancorporation, National Association
N/A—350-350-100%$13.0K———
Avalon Trust Co
N/A—300-300-100%$11.1K———
Continuum Advisory, LLC
N/A—256-256-100%$9.5K———
Medallion Wealth Advisors, LLC
N/A—225-225-100%$8.4K———
Purpose Unlimited Inc.
N/A—218-218-100%$7.8K———
Itau Unibanco Holding S.A.
N/A—205-205-100%$7.6K———
ESL Trust Services, LLC
N/A—200-200-100%$7.4K———
VSM Wealth Advisory, LLC
N/A—200-200-100%$7.4K———
GW&K Investment Management, LLC
N/A—196-196-100%$7———
Millstone Evans Group, LLC
N/A—123-123-100%$4.6K———
Clearstead Trust, LLC
N/A—105-105-100%$3.9K———
Keating Financial Advisory Services, Inc.
N/A—101-101-100%$3.7K———
Colonial Trust Advisors
N/A—86-86-100%$3.2K———
Tidemark, LLC
N/A—55-55-100%$2.0K———
IFG Advisory, LLC
N/A—42-42-100%$1.6K———
Bruce G. Allen Investments, LLC
N/A—38-38-100%$1.4K———
UMB Bank, n.a.
N/A—36-36-100%$1.3K———
Fiduciary Financial Advisors
N/A—32-32-100%$1.2K———
SouthState Bank Corp
N/A—25-25-100%$928———
Geneos Wealth Management Inc.
N/A—24-24-100%$891———
Rialto Wealth Management, LLC
N/A—19-19-100%$706———
CVA Family Office, LLC
N/A—15-15-100%$557———
Quent Capital, LLC
N/A—6-6-100%$223———
Tower Research Capital LLC (TRC)
N/A—5-5-100%$186———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$185———
LRI Investments, LLC
N/A—4-4-100%$148———
Heritage Wealth Advisors
N/A—3-3-100%$111———
Fourth Dimension Wealth, LLC
N/A—1-1-100%$37———
Addison Advisors LLC
N/A—00—$15———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 452 of 452 institutions