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Brookfield Asset Mgmt (BAM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
DECREASED
Shares11,846,000 from 13,551,754
Change-1,705,754 (-13%)
Value$528.1M (-$79.7M)
Filed 2026-11-02
Bank of Montreal
INCREASED
Shares11,002,828 from 10,754,386
Change+248,442 (+2%)
Value$491.0M (+$9.1M)
Filed 2026-11-09
CIBC Asset Management Inc
INCREASED
Shares9,119,223 from 5,701,677
Change+3,417,546 (+60%)
Value$409.8M (+$153.0M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares7,634,190 from 7,748,249
Change-114,059 (-1%)
Value$340.6M (-$152.3M)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares4,743,171 from 4,601,246
Change+141,925 (+3%)
Value$215.7M (+$605.8K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares4,721,969 from 5,003,128
Change-281,159 (-6%)
Value$208.6M (-$18.8M)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED
Shares3,916,794 from 4,579,477
Change-662,683 (-14%)
Value$175.2M (-$30.1M)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares3,311,327 from 3,357,238
Change-45,911 (-1%)
Value$148.4M (-$1.3M)
Filed 2026-10-14
Cooke & Bieler LP
DECREASED
Shares2,417,157 from 3,064,050
Change-646,893 (-21%)
Value$107.8M (-$29.7M)
Filed 2026-10-21
Markel Group Inc.
DECREASED
Shares2,173,953 from 2,193,953
Change-20,000 (-1%)
Value$96.9M (-$1.5M)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares2,081,935 from 313,116
Change+1,768,819 (+565%)
Value$92.8M (+$78.8M)
Filed 2026-11-06
Intact Investment Management Inc.
INCREASED
Shares1,768,458 from 1,609,078
Change+159,380 (+10%)
Value$78.9M (+$6.8M)
Filed 2026-11-03
Picton Mahoney Asset Management
INCREASED
Shares1,610,703 from 373,792
Change+1,236,911 (+331%)
Value$72.1M (+$55.3M)
Filed 2026-11-09
Sather Financial Group Inc
INCREASED
Shares1,428,295 from 944,347
Change+483,948 (+51%)
Value$63.7M (+$21.3M)
Filed 2026-10-30
Bessemer Group Inc
INCREASED
Shares1,099,546 from 14,176
Change+1,085,370 (+7656%)
Value$49.0M (+$48.4M)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares955,728 from 934,507
Change+21,221 (+2%)
Value$42.6M (+$693.7K)
Filed 2026-11-05
Fenimore Asset Management Inc
DECREASED
Shares903,098 from 908,085
Change-4,987 (-1%)
Value$40.3M (-$467.5K)
Filed 2026-10-08
Deutsche Bank Ag\
INCREASED
Shares812,811 from 702,508
Change+110,303 (+16%)
Value$36.2M (+$4.7M)
Filed 2026-11-06
Amundi
DECREASED
Shares729,501 from 778,923
Change-49,422 (-6%)
Value$32.5M (-$2.4M)
Filed 2026-11-06
DDD Partners, LLC
INCREASED
Shares440,384 from 435,175
Change+5,209 (+1%)
Value$19.6M (+$114.7K)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares417,707 from 431,006
Change-13,299 (-3%)
Value$18.6M (-$626.3K)
Filed 2026-11-06
Fiera Capital Corp
INCREASED
Shares387,572 from 380,446
Change+7,126 (+2%)
Value$17.4M (+$317.9K)
Filed 2026-11-06
Guardian Partners Inc.
INCREASED
Shares331,290 from 329,729
Change+1,561 (+0%)
Value$14.9M (+$65.7K)
Filed 2026-10-21
Fideuram Asset Management (Ireland) dac
INCREASED
Shares310,398 from 252,291
Change+58,107 (+23%)
Value$21.0M (+$4.5M)
Filed 2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares276,777 from 233,029
Change+43,748 (+19%)
Value$12.3M (+$1.9M)
Filed 2026-10-20
Bruni J V & Co
DECREASED
Shares269,382 from 270,666
Change-1,284 (0%)
Value$12.0M (-$130.3K)
Filed 2026-11-05
Addenda Capital Inc.
DECREASED
Shares258,787 from 259,947
Change-1,160 (0%)
Value$16.4M (-$102.3K)
Filed 2026-10-13
Baskin Financial Services Inc.
DECREASED
Shares255,952 from 257,314
Change-1,362 (-1%)
Value$11.4M (-$111.0K)
Filed 2026-10-19
Montrusco Bolton Investments Inc.
DECREASED
Shares250,344 from 394,654
Change-144,310 (-37%)
Value$11.2M (-$6.5M)
Filed 2026-10-13
Marathon Asset Management Ltd
DECREASED
Shares216,832 from 283,088
Change-66,256 (-23%)
Value$9.7M (-$3.0M)
Filed 2026-10-26
Alberta Investment Management Corp
UNCHANGED
Shares216,096 from 216,096
Change0 (0%)
Value$9.6M (-$39.8K)
Filed 2026-11-09
Mcdonald Capital Investors Inc
DECREASED
Shares213,036 from 253,457
Change-40,421 (-16%)
Value$9.5M (-$1.9M)
Filed 2026-10-27
AGF Management LTD
DECREASED
Shares212,206 from 216,478
Change-4,272 (-2%)
Value$9.6M (-$243.0K)
Filed 2026-11-03
ARS Investment Partners, LLC
INCREASED
Shares211,868 from 211,158
Change+710 (+0%)
Value$9.4M (-$25.4K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares177,865 from 174,118
Change+3,747 (+2%)
Value$7.9M (+$120.0K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares171,424 from 165,810
Change+5,614 (+3%)
Value$7.6M (+$205.6K)
Filed 2026-11-02
Motley Fool Asset Management LLC
DECREASED
Shares165,488 from 169,208
Change-3,720 (-2%)
Value$7.4M (-$211.5K)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
INCREASED
Shares147,363 from 144,725
Change+2,638 (+2%)
Value$6.6M (+$78.5K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares127,906 from 121,673
Change+6,233 (+5%)
Value$5.7M (+$265.6K)
Filed 2026-11-04
Pictet Asset Management Holding SA
DECREASED
Shares120,616 from 129,540
Change-8,924 (-7%)
Value$5.4M (-$413.3K)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares120,188 from 79,236
Change+40,952 (+52%)
Value$5.4M (+$5.4M)
Filed 2026-10-27
Smith Salley Wealth Management
INCREASED
Shares115,055 from 112,311
Change+2,744 (+2%)
Value$5.1M (+$92.0K)
Filed 2026-11-03
Skba Capital Management LLC
INCREASED
Shares97,400 from 97,200
Change+200 (+0%)
Value$4.3M (-$17.3K)
Filed 2026-11-09
Strs Ohio
DECREASED
Shares88,697 from 97,466
Change-8,769 (-9%)
Value$4.0M (-$412.8K)
Filed 2026-10-30
Cardinal Capital Management, Inc.
INCREASED
Shares87,292 from 84,812
Change+2,480 (+3%)
Value$3.9M (+$108.7K)
Filed 2026-10-16
West Bancorporation Inc
DECREASED
Shares86,983 from 93,091
Change-6,108 (-7%)
Value$3.9M (-$297.4K)
Filed 2026-10-29
Florida Trust Wealth Management Co
DECREASED
Shares82,764 from 87,069
Change-4,305 (-5%)
Value$3.7M (-$215.4K)
Filed 2026-11-05
Intech Investment Management LLC
UNCHANGED
Shares81,132 from 81,132
Change0 (0%)
Value$3.6M (-$8.9K)
Filed 2026-11-09
Mizuho Markets Americas LLC
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$3.3M (-$20.3K)
Filed 2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
UNCHANGED
Shares72,467 from 72,467
Change0 (0%)
Value$3.2M (-$7.9K)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares69,116 from 59,085
Change+10,031 (+17%)
Value$3.1M (+$431.2K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares67,071 from 66,278
Change+793 (+1%)
Value$3.0M (+$17.5K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares67,037 from 68,260
Change-1,223 (-2%)
Value$3.0M (-$72.9K)
Filed 2026-10-22
Kirr Marbach & Co LLC
INCREASED
Shares65,688 from 64,246
Change+1,442 (+2%)
Value$2.9M (+$46.5K)
Filed 2026-10-20
Private Management Group Inc
DECREASED
Shares62,950 from 63,362
Change-412 (-1%)
Value$2.8M (-$35.5K)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares62,675 from 61,330
Change+1,345 (+2%)
Value$2.8M (+$43.4K)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares62,463 from 59,963
Change+2,500 (+4%)
Value$2.8M (+$105.3K)
Filed 2026-11-06
Tritonpoint Wealth, LLC
DECREASED
Shares62,370 from 64,766
Change-2,396 (-4%)
Value$2.8M (-$124.3K)
Filed 2026-10-19
LEE Danner & Bass Inc
UNCHANGED
Shares60,883 from 60,883
Change0 (0%)
Value$2.7M (-$16.4K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares60,361 from 78,055
Change-17,694 (-23%)
Value$2.7M (-$809.8K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares60,285 from 56,471
Change+3,814 (+7%)
Value$2.8M (+$254.1K)
Filed 2026-10-27
Marks Group Wealth Management, Inc
DECREASED
Shares58,767 from 63,127
Change-4,360 (-7%)
Value$2.6M (-$211.4K)
Filed 2026-11-05
Gold Investment Management Ltd.
INCREASED
Shares57,259 from 52,343
Change+4,916 (+9%)
Value$2.6M (+$208.2K)
Filed 2026-10-19
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares55,832 from 57,523
Change-1,691 (-3%)
Value$2.5M (-$90.9K)
Filed 2026-11-09
Capricorn Fund Managers Ltd
DECREASED
Shares55,800 from 82,400
Change-26,600 (-32%)
Value$2.5M (-$1.2M)
Filed 2026-11-03
Asset Management One Co., Ltd.
DECREASED
Shares55,445 from 61,925
Change-6,480 (-10%)
Value$2.5M (-$305.6K)
Filed 2026-10-27
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares53,100 from 53,100
Change0 (0%)
Value$2.4M (-$6.0K)
Filed 2026-10-08
New South Capital Management Inc
DECREASED
Shares52,589 from 54,669
Change-2,080 (-4%)
Value$2.3M (-$107.5K)
Filed 2026-11-05
Tealwood Asset Management Inc
DECREASED
Shares51,886 from 52,256
Change-370 (-1%)
Value$2.3M (-$31.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares48,903 from 49,510
Change-607 (-1%)
Value$2.2M (-$39.0K)
Filed 2026-11-02
Lawson Kroeker Investment Management Inc
INCREASED
Shares48,447 from 48,387
Change+60 (+0%)
Value$2.2M (-$10.4K)
Filed 2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares46,110 from 48,110
Change-2,000 (-4%)
Value$2.1M (-$94.7K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares44,804 from 29,270
Change+15,534 (+53%)
Value$2.0M (+$656.3K)
Filed 2026-10-13
Morguard Lincluden Global Investments Ltd
UNCHANGED
Shares43,179 from 43,179
Change0 (0%)
Value$2.7K (-$5)
Filed 2026-10-28
Sprott Inc.
INCREASED
Shares41,949 from 35,134
Change+6,815 (+19%)
Value$1.9M (+$294.3K)
Filed 2026-11-09
Avanza Fonder AB
UNCHANGED
Shares40,634 from 40,634
Change0 (0%)
Value$2.6M (-$4.5K)
Filed 2026-10-13
Lipe & Dalton
DECREASED
Shares39,965 from 40,091
Change-126 (0%)
Value$1.8M (-$16.0K)
Filed 2026-10-15
TritonPoint Partners, LLC
DECREASED
Shares38,075 from 70,059
Change-31,984 (-46%)
Value$1.7M (-$1.4M)
Filed 2026-11-05
Tandem Capital Management Corp
DECREASED
Shares34,901 from 35,416
Change-515 (-1%)
Value$1.6M (-$32.5K)
Filed 2026-10-22
Davidson Kahn Capital Management, LLC
DECREASED
Shares34,012 from 55,125
Change-21,113 (-38%)
Value$1.5M (-$956.1K)
Filed 2026-10-26
Live Oak Private Wealth LLC
DECREASED
Shares33,458 from 38,101
Change-4,643 (-12%)
Value$1.5M (-$217.3K)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares33,377 from 33,876
Change-499 (-1%)
Value$1.5M (-$31.0K)
Filed 2026-10-23
Ervin Investment Management, LLC
INCREASED
Shares30,987 from 30,907
Change+80 (+0%)
Value$1.4M (-$4.8K)
Filed 2026-10-23
Sky Investment Group LLC
NEW
Shares29,617
Change+29,617
Value$1.3M
Filed 2026-10-30
Radnor Capital Management, LLC
UNCHANGED
Shares28,739 from 28,739
Change0 (0%)
Value$1.3M (-$7.8K)
Filed 2026-10-23
Swiss Life Asset Management Ltd
DECREASED
Shares28,258 from 28,774
Change-516 (-2%)
Value$1.3M (-$23.3K)
Filed 2026-11-03
BCV Asset Management Inc.
DECREASED
Shares28,197 from 28,592
Change-395 (-1%)
Value$1.3M (+$7.0K)
Filed 2026-11-06
AIA Group Ltd
DECREASED
Shares24,894 from 40,263
Change-15,369 (-38%)
Value$1.1M (-$696.0K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares24,403 from 23,869
Change+534 (+2%)
Value$1.1M (-$13.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,403 from 23,869
Change+534 (+2%)
Value$1.1M (-$13.2K)
Filed 2026-10-20
Demars Financial Group, LLC
INCREASED
Shares24,116 from 22,536
Change+1,580 (+7%)
Value$1.1M (+$64.4K)
Filed 2026-10-22
NBT Bank, N.A.
UNCHANGED
Shares23,838 from 23,838
Change0 (0%)
Value$1.1M (-$6.4K)
Filed 2026-10-21
Maryland State Retirement & Pension System
INCREASED
Shares22,834 from 19,801
Change+3,033 (+15%)
Value$1.0M (+$129.9K)
Filed 2026-11-05
Culbertson A N & Co Inc
DECREASED
Shares22,140 from 24,606
Change-2,466 (-10%)
Value$987.0K (-$116.6K)
Filed 2026-10-21
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares21,626 from 65,401
Change-43,775 (-67%)
Value$964.1K (-$2.0M)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED
Shares21,412 from 21,212
Change+200 (+1%)
Value$954.5K (+$3.2K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares21,136 from 14,567
Change+6,569 (+45%)
Value$942.2K (+$288.9K)
Filed 2026-10-15
Henshaw Capital LLC
UNCHANGED
Shares20,600 from 20,600
Change0 (0%)
Value$918.3K (-$5.6K)
Filed 2026-11-03
Waterfront Wealth Inc.
DECREASED
Shares20,142 from 20,226
Change-84 (0%)
Value$926.5K (-$18.5K)
Filed 2026-11-03
Lincoln Capital LLC
INCREASED
Shares19,825 from 19,801
Change+24 (+0%)
Value$885.9K (-$2.1K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares19,583 from 22,046
Change-2,463 (-11%)
Value$873.0K (-$115.7K)
Filed 2026-11-02
Geneos Wealth Management Inc.
INCREASED
Shares19,309 from 17,375
Change+1,934 (+11%)
Value$860.8K (+$81.5K)
Filed 2026-11-09
Blue Fin Capital, Inc.
DECREASED
Shares18,956 from 20,213
Change-1,257 (-6%)
Value$845.0K (-$61.5K)
Filed 2026-10-28
Midway Capital Research & Management
DECREASED
Shares18,569 from 18,609
Change-40 (0%)
Value$827.8K (-$6.8K)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares18,161 from 14,859
Change+3,302 (+22%)
Value$809.6K (+$143.2K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares18,070 from 17,639
Change+431 (+2%)
Value$805.6K (+$14.4K)
Filed 2026-10-30
Natixis
DECREASED
Shares17,568 from 24,968
Change-7,400 (-30%)
Value$783.2K (-$336.6K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares17,266 from 18,687
Change-1,421 (-8%)
Value$769.7K (-$68.4K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares16,733 from 17,248
Change-515 (-3%)
Value$746.0K (-$27.6K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares16,334 from 13,818
Change+2,516 (+18%)
Value$728.2K (+$108.4K)
Filed 2026-10-29
Copeland Capital Management, LLC
DECREASED
Shares15,999 from 16,718
Change-719 (-4%)
Value$713.3K (-$36.6K)
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares15,913 from 12,784
Change+3,129 (+24%)
Value$709.4K (+$136.0K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares15,819 from 13,614
Change+2,205 (+16%)
Value$705.5K (+$94.9K)
Filed 2026-10-23
Chemistry Wealth Management LLC
DECREASED
Shares15,681 from 15,789
Change-108 (-1%)
Value$699.0K (-$9.1K)
Filed 2026-10-16
Formidable Asset Management, LLC
INCREASED
Shares15,183 from 9,198
Change+5,985 (+65%)
Value$681.0K (+$272.1K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares15,095 from 15,558
Change-463 (-3%)
Value$675.0K (-$23.0K)
Filed 2026-10-26
Clear Trail Advisors, LLC
INCREASED
Shares14,363 from 14,188
Change+175 (+1%)
Value$640.3K (+$4.0K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
UNCHANGED
Shares14,301 from 14,301
Change0 (0%)
Value$637.5K (-$3.9K)
Filed 2026-11-06
Chicago Capital, LLC
UNCHANGED
Shares14,284 from 14,284
Change0 (0%)
Value$636.8K (-$3.9K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares13,172 from 13,243
Change-71 (-1%)
Value$595.8K (+$1.8K)
Filed 2026-10-20
Morse Asset Management, Inc
INCREASED
Shares13,137 from 5,677
Change+7,460 (+131%)
Value$585.6K (+$331.0K)
Filed 2026-11-09
St. Louis Trust Co
UNCHANGED
Shares12,899 from 12,899
Change0 (0%)
Value$575.0K (+$134.9K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares12,768 from 13,220
Change-452 (-3%)
Value$569.2K (-$23.7K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares12,612 from 15,686
Change-3,074 (-20%)
Value$562.2K (-$141.3K)
Filed 2026-10-13
Alps Advisors Inc
DECREASED
Shares12,440 from 14,371
Change-1,931 (-13%)
Value$554.6K (-$90.0K)
Filed 2026-11-03
Carson Advisory Inc.
DECREASED
Shares12,158 from 12,706
Change-548 (-4%)
Value$542.0K (-$27.9K)
Filed 2026-11-06
Blue Zone Wealth Advisors, LLC
DECREASED
Shares12,151 from 189,447
Change-177,296 (-94%)
Value$541.7K (-$8.0M)
Filed 2026-10-19
Third View Private Wealth, LLC
DECREASED
Shares12,019 from 17,527
Change-5,508 (-31%)
Value$535.8K (-$250.3K)
Filed 2026-10-30
Achmea Investment Management B.V.
NEW
Shares11,921
Change+11,921
Value$533.7K
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares11,712 from 13,709
Change-1,997 (-15%)
Value$522.1K (-$92.7K)
Filed 2026-11-05
Kraematon Investment Advisors, Inc
INCREASED
Shares11,586 from 11,560
Change+26 (+0%)
Value$516.5K (-$2.0K)
Filed 2026-11-02
Pacifica Partners Inc.
DECREASED
Shares11,547 from 11,731
Change-184 (-2%)
Value$509.0K (-$24.8K)
Filed 2026-10-09
North Dakota State Investment Board
INCREASED
Shares11,504 from 11,370
Change+134 (+1%)
Value$512.8K (+$2.9K)
Filed 2026-10-27
TBH Global Asset Management, LLC
INCREASED
Shares11,298 from 11,257
Change+41 (+0%)
Value$503.7K (-$1.2K)
Filed 2026-11-03
UniSuper Management Pty Ltd
INCREASED
Shares11,075 from 7,975
Change+3,100 (+39%)
Value$703.4K (+$196.0K)
Filed 2026-10-26
Herold Advisors, Inc.
DECREASED
Shares10,630 from 10,957
Change-327 (-3%)
Value$475.6K (-$14.4K)
Filed 2026-10-19
Savant Capital, LLC
NEW
Shares10,306
Change+10,306
Value$459.4K
Filed 2026-11-06
Laurion Capital Management LP
INCREASED
Shares10,067 from 8,822
Change+1,245 (+14%)
Value$448.8K (+$53.1K)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares9,649 from 7,209
Change+2,440 (+34%)
Value$430.2K (+$106.8K)
Filed 2026-10-23
Leonteq Securities AG
INCREASED
Shares9,545 from 8,167
Change+1,378 (+17%)
Value$425.5K (+$59.2K)
Filed 2026-10-29
Griffin Asset Management, Inc.
DECREASED
Shares9,262 from 9,271
Change-9 (0%)
Value$412.9K (-$2.9K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares9,211 from 8,234
Change+977 (+12%)
Value$410.6K (+$41.3K)
Filed 2026-11-06
Everett Harris & Co
UNCHANGED
Shares9,149 from 9,149
Change0 (0%)
Value$407.9K (-$2.5K)
Filed 2026-10-28
Salvus Wealth Management, LLC
INCREASED
Shares9,112 from 9,084
Change+28 (+0%)
Value$406.2K (-$1.2K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares9,025 from 14,029
Change-5,004 (-36%)
Value$402.3K (-$226.9K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED
Shares9,005 from 9,004
Change+1 (+0%)
Value$401.4K (-$2.4K)
Filed 2026-10-09
Schwartz Investment Counsel Inc
INCREASED
Shares9,000 from 6,900
Change+2,100 (+30%)
Value$401.2K (+$91.8K)
Filed 2026-10-26
Leavell Investment Management, Inc.
INCREASED
Shares8,780 from 8,345
Change+435 (+5%)
Value$391.4K (+$17.1K)
Filed 2026-11-09
Frank, Rimerman Advisors LLC
DECREASED
Shares8,685 from 8,857
Change-172 (-2%)
Value$387.2K (-$10.1K)
Filed 2026-10-16
Keybank National Association
DECREASED
Shares8,645 from 9,272
Change-627 (-7%)
Value$385.4K (-$30.5K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares8,635 from 12,220
Change-3,585 (-29%)
Value$384.9K (-$163.1K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares8,626 from 8,778
Change-152 (-2%)
Value$384.5K (-$9.1K)
Filed 2026-10-23
Moors & Cabot, Inc.
INCREASED
Shares8,569 from 5,391
Change+3,178 (+59%)
Value$382.0K (+$140.2K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares8,330 from 8,077
Change+253 (+3%)
Value$371.4K (+$9.1K)
Filed 2026-10-23
Cardinal Point Capital Management ULC
UNCHANGED
Shares8,020 from 8,020
Change0 (0%)
Value$359.0K (-$65)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
DECREASED
Shares7,911 from 9,054
Change-1,143 (-13%)
Value$352.7K (-$53.4K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares7,742 from 6,802
Change+940 (+14%)
Value$345.1K (+$40.0K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$343.3K (-$2.1K)
Filed 2026-10-23
Equity Wealth Partners, LLC
DECREASED
Shares7,559 from 11,755
Change-4,196 (-36%)
Value$337.0K (-$190.3K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares7,363 from 6,600
Change+763 (+12%)
Value$328.2K (+$32.2K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares7,243 from 10,863
Change-3,620 (-33%)
Value$322.9K (-$164.3K)
Filed 2026-10-23
Herbst Group, LLC
NEW
Shares7,200
Change+7,200
Value$321.0K
Filed 2026-10-20
Hendershot Investments Inc.
UNCHANGED
Shares7,158 from 7,158
Change0 (0%)
Value$319.1K (-$1.9K)
Filed 2026-11-05
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares7,149 from 7,149
Change0 (0%)
Value$318.7K (-$1.9K)
Filed 2026-10-27
Generali Asset Management SPA SGR
DECREASED
Shares6,833 from 8,438
Change-1,605 (-19%)
Value$434.0K (-$102.9K)
Filed 2026-10-26
Dimensional Fund Advisors LP
INCREASED
Shares6,822 from 6,624
Change+198 (+3%)
Value$304.1K (+$7.0K)
Filed 2026-11-04
Viewpoint Investment Partners Corp
DECREASED
Shares6,812 from 7,848
Change-1,036 (-13%)
Value$301.7K (-$49.0K)
Filed 2026-10-26
Krilogy Financial LLC
NEW
Shares6,468
Change+6,468
Value$296.4K
Filed 2026-10-13
Lester Murray Antman dba SimplyRich
NEW
Shares6,245
Change+6,245
Value$278.4K
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares6,234 from 5,896
Change+338 (+6%)
Value$277.9K (+$13.5K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares6,225 from 10,531
Change-4,306 (-41%)
Value$277.5K (-$194.8K)
Filed 2026-11-09
Greenup Street Wealth Management LLC
INCREASED
Shares6,032 from 4,897
Change+1,135 (+23%)
Value$268.9K (+$49.3K)
Filed 2026-10-28
Focus Financial Network, Inc.
NEW
Shares6,026
Change+6,026
Value$268.6K
Filed 2026-10-14
Cigna Investments Inc
DECREASED
Shares6,010 from 6,155
Change-145 (-2%)
Value$269.0K (-$7.0K)
Filed 2026-10-19
Thrive Wealth Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$267.5K (-$1.6K)
Filed 2026-10-13
Wulff, Hansen & Co.
DECREASED
Shares5,878 from 7,244
Change-1,366 (-19%)
Value$262.0K (-$62.9K)
Filed 2026-11-09
J. Safra Sarasin Holding AG
INCREASED
Shares5,743 from 5,487
Change+256 (+5%)
Value$256.9K (+$11.0K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares5,730 from 5,730
Change0 (0%)
Value$255.4K (-$1.5K)
Filed 2026-10-23
Searle & Co.
UNCHANGED
Shares5,662 from 5,662
Change0 (0%)
Value$253.3K (-$618)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares5,430 from 5,430
Change0 (0%)
Value$242.1K (-$1.5K)
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares5,373 from 5,386
Change-13 (0%)
Value$239.5K (-$2.0K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares5,275 from 3,836
Change+1,439 (+38%)
Value$235.2K (+$63.2K)
Filed 2026-10-08
UMB Bank, n.a.
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$235.2K (-$1.4K)
Filed 2026-11-06
Assenagon Asset Management S.A.
NEW
Shares5,267
Change+5,267
Value$236.4K
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares5,229 from 5,117
Change+112 (+2%)
Value$233.1K (+$3.6K)
Filed 2026-10-26
Northwest Financial Advisors
DECREASED
Shares5,146 from 5,514
Change-368 (-7%)
Value$229.4K (-$17.9K)
Filed 2026-10-27
Parsons Capital Management Inc
UNCHANGED
Shares5,130 from 5,130
Change0 (0%)
Value$228.7K (-$1.4K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares5,096 from 4,725
Change+371 (+8%)
Value$227.2K (+$15.3K)
Filed 2026-10-28
Wedmont Private Capital
NEW
Shares5,092
Change+5,092
Value$230.0K
Filed 2026-10-09
Abel Hall, LLC
NEW
Shares5,070
Change+5,070
Value$226.0K
Filed 2026-10-19
Stackstone Wealth, LLC
NEW
Shares5,039
Change+5,039
Value$224.6K
Filed 2026-10-19
Rhodes Investment Advisors Inc
DECREASED
Shares5,037 from 7,261
Change-2,224 (-31%)
Value$224.5K (-$101.1K)
Filed 2026-10-07
AlphaCore Capital LLC
NEW
Shares5,021
Change+5,021
Value$224.0K
Filed 2026-11-04
SeaBridge Investment Advisors LLC
INCREASED
Shares5,002 from 4,565
Change+437 (+10%)
Value$223.0K (+$18.2K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
NEW
Shares5,000
Change+5,000
Value$222.9K
Filed 2026-11-03
Heritage Investors Management Corp
UNCHANGED
Shares4,948 from 4,948
Change0 (0%)
Value$221.0K (-$1.0K)
Filed 2026-10-29
Fisher Asset Management, LLC
NEW
Shares4,645
Change+4,645
Value$207.1K
Filed 2026-11-06
Aaron Wealth Advisors LLC
NEW
Shares4,629
Change+4,629
Value$206.4K
Filed 2026-10-13
Compass Ion Advisors, LLC
UNCHANGED
Shares4,529 from 4,529
Change0 (0%)
Value$201.9K (-$1.2K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$194.4K (-$1.2K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares4,277 from 3,000
Change+1,277 (+43%)
Value$190.7K (+$56.1K)
Filed 2026-10-08
Quent Capital, LLC
INCREASED
Shares4,249 from 2,764
Change+1,485 (+54%)
Value$224.8K (+$100.8K)
Filed 2026-11-09
Simplex Trading, LLC
NEW
Shares3,772
Change+3,772
Value$168.2K
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares3,111 from 2,958
Change+153 (+5%)
Value$139.5K (+$6.9K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
INCREASED
Shares2,873 from 2,072
Change+801 (+39%)
Value$128.1K (+$35.1K)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares2,703 from 3,119
Change-416 (-13%)
Value$120.5K (-$19.4K)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares2,548 from 2,543
Change+5 (+0%)
Value$113.6K (-$464)
Filed 2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED
Shares2,519 from 2,519
Change0 (0%)
Value$112.3K (-$680)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares2,369 from 2,341
Change+28 (+1%)
Value$105.6K (+$616)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
INCREASED
Shares2,132 from 40
Change+2,092 (+5230%)
Value$95.0K (+$93.3K)
Filed 2026-10-29
Birchwood Financial Partners, Inc.
UNCHANGED
Shares2,102 from 2,102
Change0 (0%)
Value$93.7K (-$568)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares2,084 from 2,526
Change-442 (-17%)
Value$92.9K (-$20.4K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
INCREASED
Shares2,025 from 1,159
Change+866 (+75%)
Value$90.3K (+$38.3K)
Filed 2026-10-05
Wolverine Asset Management LLC
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$88.0K (-$533)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares1,953 from 1,449
Change+504 (+35%)
Value$87.3K (+$22.3K)
Filed 2026-10-02
Provenance Wealth Advisors, LLC
INCREASED
Shares1,949 from 1,124
Change+825 (+73%)
Value$86.9K (+$36.5K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares1,781 from 1,333
Change+448 (+34%)
Value$79.4K (+$19.6K)
Filed 2026-11-04
Cromwell Holdings LLC
INCREASED
Shares1,738 from 1,591
Change+147 (+9%)
Value$77.5K (+$6.1K)
Filed 2026-10-28
Stone House Investment Management, LLC
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$74.7K (-$453)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,577 from 1,674
Change-97 (-6%)
Value$70.3K (-$4.8K)
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$69.9K (-$171)
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares1,544 from 1,660
Change-116 (-7%)
Value$68.8K (-$5.6K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$68.8K (-$405)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares1,537 from 1,339
Change+198 (+15%)
Value$68.5K (+$8.5K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares1,476 from 1,448
Change+28 (+2%)
Value$65.8K (+$857)
Filed 2026-10-20
Louisbourg Investments Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$62.7K (-$12)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares1,364 from 1,587
Change-223 (-14%)
Value$60.8K (-$10.4K)
Filed 2026-10-27
Hanson & Doremus Investment Management
NEW
Shares1,298
Change+1,298
Value$58.0K
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares1,127
Change+1,127
Value$50.2K
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares1,070 from 920
Change+150 (+16%)
Value$47.7K (+$6.4K)
Filed 2026-10-21
Bfsg, LLC
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$44.9K (-$271)
Filed 2026-10-30
Zions Bancorporation, National Association
INCREASED
Shares1,003 from 868
Change+135 (+16%)
Value$44.7K (+$5.8K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$44.6K (-$270)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.6K (-$270)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares934 from 905
Change+29 (+3%)
Value$41.6K (+$1.0K)
Filed 2026-10-27
Legacy Bridge, LLC
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$40.5K (-$245)
Filed 2026-10-28
Key FInancial Inc
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$37.6K (-$91)
Filed 2026-11-02
Roble, Belko & Company, Inc
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$34 (-$34.0K)
Filed 2026-11-09
Compass Financial Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$26.7K (-$4.4K)
Filed 2026-10-30
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$26.6K (-$161)
Filed 2026-10-23
First Command Advisory Services, Inc.
INCREASED
Shares589 from 489
Change+100 (+20%)
Value$26.4K (+$4.4K)
Filed 2026-11-05
Alpine Bank Wealth Management
NEW
Shares573
Change+573
Value$25.5K
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares572 from 582
Change-10 (-2%)
Value$25.5K (-$603)
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$25.4K (-$154)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$25.1K (-$152)
Filed 2026-10-21
Clearstead Trust, LLC
DECREASED
Shares522 from 523
Change-1 (0%)
Value$23.3K (-$186)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares469 from 764
Change-295 (-39%)
Value$20.9K (-$13.4K)
Filed 2026-11-09
Community Bank, N.A.
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$17.0K (-$103)
Filed 2026-11-06
Hara Capital LLC
DECREASED
Shares370 from 451
Change-81 (-18%)
Value$16.5K (-$3.7K)
Filed 2026-10-30
Darwin Wealth Management, LLC
INCREASED
Shares359 from 79
Change+280 (+354%)
Value$16.0K (+$12.5K)
Filed 2026-11-09
TFC Financial Management, Inc.
NEW
Shares330
Change+330
Value$14.7K
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares314
Change+314
Value$14.0K
Filed 2026-10-14
IFG Advisory, LLC
INCREASED
Shares311 from 310
Change+1 (+0%)
Value$13.9K (-$61)
Filed 2026-11-09
True Wealth Design, LLC
INCREASED
Shares306 from 240
Change+66 (+28%)
Value$13.6K (+$2.9K)
Filed 2026-10-13
Asset Dedication, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$13.6K (-$83)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares305 from 294
Change+11 (+4%)
Value$13.6K (+$411)
Filed 2026-10-29
Central Trust Co
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$13.6K (-$82)
Filed 2026-11-05
Financial Management Professionals, Inc.
DECREASED
Shares264 from 392
Change-128 (-33%)
Value$11.8K (-$5.8K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$11.7K (-$71)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares260
Change+260
Value$11.6K
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11 ($0)
Filed 2026-11-04
Motco
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$11.1K (-$67)
Filed 2026-11-09
Eastern Bank
NEW
Shares216
Change+216
Value$9.6K
Filed 2026-10-05
Fortitude Family Office, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$9.2K (-$56)
Filed 2026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$9.2K (-$56)
Filed 2026-11-09
TD Private Client Wealth LLC
INCREASED
Shares206 from 195
Change+11 (+6%)
Value$9.2K (+$471)
Filed 2026-10-28
Gilpin Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.9K (-$54)
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares199 from 278
Change-79 (-28%)
Value$8.9K (-$3.6K)
Filed 2026-10-14
WPG Advisers, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$8.3K (-$51)
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$7.8K (-$48)
Filed 2026-10-30
Burkett Financial Services, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$7.4K (-$45)
Filed 2026-10-01
Elevation Wealth Partners, LLC
INCREASED
Shares158 from 101
Change+57 (+56%)
Value$7.0K (+$2.5K)
Filed 2026-10-07
Arlington Trust Co LLC
NEW
Shares152
Change+152
Value$6.8K
Filed 2026-10-20
CX Institutional
INCREASED
Shares151 from 57
Change+94 (+165%)
Value$7 (+$4)
Filed 2026-10-02
Richardson Financial Services Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.7K (-$41)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$6.2K (-$37)
Filed 2026-10-20
New England Capital Financial Advisors LLC
INCREASED
Shares138 from 137
Change+1 (+1%)
Value$6.2K (+$21)
Filed 2026-11-03
Jnba Financial Advisors
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$5.8K (-$35)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
NEW
Shares121
Change+121
Value$5.4K
Filed 2026-11-05
Financial Consulate, Inc
DECREASED
Shares120 from 154
Change-34 (-22%)
Value$5.4K (-$1.6K)
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares110
Change+110
Value$4.9K
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$4.7K (-$29)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.7K (-$28)
Filed 2026-10-19
Berbice Capital Management LLC
NEW
Shares100
Change+100
Value$4.5K
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.5K (-$27)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.5K (-$27)
Filed 2026-10-14
Grove Bank & Trust
NEW
Shares91
Change+91
Value$4.1K
Filed 2026-10-08
Nfsg Corp
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.0K (-$25)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares87 from 57
Change+30 (+53%)
Value$4.2K (+$1.7K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$3.9K (-$24)
Filed 2026-10-28
Fortis Group Advisors, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.7K (-$22)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.6K (-$9)
Filed 2026-11-03
N.E.W. Advisory Services LLC
INCREASED
Shares78 from 39
Change+39 (+100%)
Value$3.5K (+$1.7K)
Filed 2026-11-09
Salomon & Ludwin, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.2K (-$59)
Filed 2026-10-29
Private Wealth Management Group, LLC
DECREASED
Shares70 from 121
Change-51 (-42%)
Value$3.1K (-$2.3K)
Filed 2026-10-19
Kelleher Financial Advisors
NEW
Shares69
Change+69
Value$3.1K
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares68
Change+68
Value$3.0K
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares65 from 58
Change+7 (+12%)
Value$2.9K (+$296)
Filed 2026-10-26
West Paces Advisors Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.9K (-$17)
Filed 2026-10-13
Oakworth Capital, Inc.
NEW
Shares62
Change+62
Value$2.8K
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares62 from 49
Change+13 (+27%)
Value$2.8K (+$566)
Filed 2026-10-20
Union Savings Bank
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.8K (-$17)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.4K (-$14)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares51 from 60
Change-9 (-15%)
Value$2.3K (-$417)
Filed 2026-10-29
Evermay Wealth Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.3K (-$14)
Filed 2026-11-05
Roxbury Financial LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.3K (-$13)
Filed 2026-10-01
Manchester Capital Management LLC
INCREASED
Shares44 from 4
Change+40 (+1000%)
Value$2.0K (+$1.8K)
Filed 2026-10-22
Hantz Financial Services, Inc.
INCREASED
Shares43 from 41
Change+2 (+5%)
Value$2 ($0)
Filed 2026-11-09
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.7K (-$11)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.5K (-$9)
Filed 2026-11-02
Ascentis Wealth Management, LLC
NEW
Shares29
Change+29
Value$1.3K
Filed 2026-11-03
Blue Trust, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.2K (-$8)
Filed 2026-10-15
Trust Co of Toledo NA
NEW
Shares25
Change+25
Value$1.1K
Filed 2026-10-16
Winthrop Capital Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (+$1.1K)
Filed 2026-11-05
Breakwater Investment Management
NEW
Shares24
Change+24
Value$1.1K
Filed 2026-10-20
Advocate Investing Services LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$981 (-$6)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$981 (-$6)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$936 (-$6)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares18
Change+18
Value$802
Filed 2026-10-27
Country Trust Bank
NEW
Shares16
Change+16
Value$713
Filed 2026-10-30
Sunrise Financial Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$535 (-$3)
Filed 2026-10-21
Trust Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$535 (-$3)
Filed 2026-10-09
Torren Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$278 ($0)
Filed 2026-10-29
Dorato Capital Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$223 (-$11)
Filed 2026-10-08
Mosley Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$230 (+$6)
Filed 2026-10-16
SouthState Bank Corp
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$223 (-$2)
Filed 2026-11-09
Jcic Asset Management Inc.
CLOSED
Shares0 from 79,918
Change-79,918 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 26,427
Change-26,427 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-09
Check Capital Management Inc
CLOSED
Shares0 from 26,258
Change-26,258 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
New York State Teachers Retirement System
CLOSED
Shares0 from 16,198
Change-16,198 (-100%)
Value$0 (-$726.0K)
Filed 2026-10-22
Allen Investment Management, LLC
CLOSED
Shares0 from 11,772
Change-11,772 (-100%)
Value$0 (-$528.0K)
Filed 2026-11-03
Prospera Financial Services Inc
CLOSED
Shares0 from 10,089
Change-10,089 (-100%)
Value$0 (-$452.5K)
Filed 2026-11-04
Heritage Wealth Advisors
CLOSED
Shares0 from 6,648
Change-6,648 (-100%)
Value$0 (-$298.2K)
Filed 2026-11-09
Western Wealth Management, LLC
CLOSED
Shares0 from 6,084
Change-6,084 (-100%)
Value$0 (-$272.9K)
Filed 2026-11-09
Machina Capital S.A.S.
CLOSED
Shares0 from 5,920
Change-5,920 (-100%)
Value$0 (-$265.5K)
Filed 2026-11-05
Baker Boyer National Bank
CLOSED
Shares0 from 5,200
Change-5,200 (-100%)
Value$0 (-$233.2K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 5,200
Change-5,200 (-100%)
Value$0 (-$233.2K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 4,620
Change-4,620 (-100%)
Value$0 (-$209.7K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,125
Change-2,125 (-100%)
Value$0 (-$95.3K)
Filed 2026-10-15
Covestor Ltd
CLOSED
Shares0 from 1,878
Change-1,878 (-100%)
Value$0 (-$84.0K)
Filed 2026-10-30
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-28
Nvwm, LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-14
First Horizon Corp
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-20
Nemes Rush Group LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
Rossby Financial, LCC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$852)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares0 from 0
Change0
Value$2 ($0)
Filed 2026-10-26
Brookfield Corp
N/A
Shares— from 1,193,021,145
Change-1,193,021,145 (-100%)
Value—
Partners Value Investments L.P.
N/A
Shares— from 29,588,407
Change-29,588,407 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,259,887
Change-21,259,887 (-100%)
Value—
Capital World Investors
N/A
Shares— from 13,485,369
Change-13,485,369 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 11,604,929
Change-11,604,929 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 10,836,730
Change-10,836,730 (-100%)
Value—
Capital International Investors
N/A
Shares— from 7,664,210
Change-7,664,210 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,876,269
Change-6,876,269 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,168,410
Change-6,168,410 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,329,761
Change-5,329,761 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,996,073
Change-4,996,073 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,854,713
Change-4,854,713 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,686,883
Change-4,686,883 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,918,684
Change-3,918,684 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,755,973
Change-3,755,973 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,708,355
Change-3,708,355 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,679,099
Change-3,679,099 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 3,629,105
Change-3,629,105 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,568,168
Change-3,568,168 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,445,377
Change-3,445,377 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,016,329
Change-3,016,329 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,911,831
Change-2,911,831 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,904,268
Change-2,904,268 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,828,174
Change-2,828,174 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,329,537
Change-2,329,537 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,095,371
Change-2,095,371 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,053,526
Change-2,053,526 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,765,437
Change-1,765,437 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 1,650,165
Change-1,650,165 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,641,737
Change-1,641,737 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,599,818
Change-1,599,818 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,570,419
Change-1,570,419 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,563,571
Change-1,563,571 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,509,083
Change-1,509,083 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,269,340
Change-1,269,340 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,209,892
Change-1,209,892 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,208,246
Change-1,208,246 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,178,219
Change-1,178,219 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 1,173,362
Change-1,173,362 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,101,554
Change-1,101,554 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,091,775
Change-1,091,775 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,089,912
Change-1,089,912 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,069,167
Change-1,069,167 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,063,448
Change-1,063,448 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 839,902
Change-839,902 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 768,961
Change-768,961 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 687,238
Change-687,238 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 675,600
Change-675,600 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 672,964
Change-672,964 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 635,125
Change-635,125 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 628,251
Change-628,251 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 602,709
Change-602,709 (-100%)
Value—
UBS Group AG
N/A
Shares— from 594,032
Change-594,032 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 567,472
Change-567,472 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 544,903
Change-544,903 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 541,297
Change-541,297 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 532,989
Change-532,989 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 515,658
Change-515,658 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 512,297
Change-512,297 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 489,638
Change-489,638 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 476,116
Change-476,116 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 441,388
Change-441,388 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 429,159
Change-429,159 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 422,387
Change-422,387 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 418,500
Change-418,500 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 417,834
Change-417,834 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 410,315
Change-410,315 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 336,511
Change-336,511 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 321,557
Change-321,557 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 319,025
Change-319,025 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 296,720
Change-296,720 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 294,328
Change-294,328 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 291,930
Change-291,930 (-100%)
Value—
Aviva PLC
N/A
Shares— from 288,054
Change-288,054 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 285,378
Change-285,378 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 281,732
Change-281,732 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 269,350
Change-269,350 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 241,482
Change-241,482 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 240,761
Change-240,761 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 235,594
Change-235,594 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 233,092
Change-233,092 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 230,395
Change-230,395 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 226,234
Change-226,234 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 217,310
Change-217,310 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 215,993
Change-215,993 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 214,276
Change-214,276 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 205,293
Change-205,293 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 200,871
Change-200,871 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 200,133
Change-200,133 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 198,723
Change-198,723 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 196,372
Change-196,372 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 194,955
Change-194,955 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 189,299
Change-189,299 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 183,593
Change-183,593 (-100%)
Value—
Summitry LLC
N/A
Shares— from 181,848
Change-181,848 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 170,279
Change-170,279 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 168,879
Change-168,879 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 161,341
Change-161,341 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 150,912
Change-150,912 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 141,940
Change-141,940 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 140,690
Change-140,690 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 139,421
Change-139,421 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 133,629
Change-133,629 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 124,098
Change-124,098 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 123,656
Change-123,656 (-100%)
Value—
Capital International LTD
N/A
Shares— from 118,596
Change-118,596 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 111,644
Change-111,644 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 105,590
Change-105,590 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 104,600
Change-104,600 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 103,216
Change-103,216 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 102,982
Change-102,982 (-100%)
Value—
Bamco Inc
N/A
Shares— from 102,513
Change-102,513 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 101,585
Change-101,585 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 99,605
Change-99,605 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 98,101
Change-98,101 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 98,068
Change-98,068 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 93,628
Change-93,628 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 91,948
Change-91,948 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 90,454
Change-90,454 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 89,854
Change-89,854 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 87,902
Change-87,902 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 85,820
Change-85,820 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 79,081
Change-79,081 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 77,210
Change-77,210 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 76,379
Change-76,379 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 74,738
Change-74,738 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 74,510
Change-74,510 (-100%)
Value—
Landmark Investment Partners, L.P.
N/A
Shares— from 73,864
Change-73,864 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 73,459
Change-73,459 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 72,337
Change-72,337 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 70,672
Change-70,672 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 70,241
Change-70,241 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 68,642
Change-68,642 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 68,179
Change-68,179 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 67,898
Change-67,898 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 67,547
Change-67,547 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 66,461
Change-66,461 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 62,424
Change-62,424 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 61,915
Change-61,915 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 57,509
Change-57,509 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 57,099
Change-57,099 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 55,375
Change-55,375 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 53,833
Change-53,833 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 53,071
Change-53,071 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 52,825
Change-52,825 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 51,223
Change-51,223 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,191
Change-50,191 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 45,809
Change-45,809 (-100%)
Value—
Moerus Capital Management LLC
N/A
Shares— from 41,318
Change-41,318 (-100%)
Value—
BNP Paribas
N/A
Shares— from 40,429
Change-40,429 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 39,585
Change-39,585 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 37,800
Change-37,800 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 36,216
Change-36,216 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 35,289
Change-35,289 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,772
Change-34,772 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 34,163
Change-34,163 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 31,588
Change-31,588 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 30,292
Change-30,292 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 29,990
Change-29,990 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,686
Change-29,686 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 28,426
Change-28,426 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 28,364
Change-28,364 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 26,423
Change-26,423 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 25,917
Change-25,917 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 25,582
Change-25,582 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 25,503
Change-25,503 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,353
Change-25,353 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,231
Change-25,231 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 23,949
Change-23,949 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 23,792
Change-23,792 (-100%)
Value—
&partners
N/A
Shares— from 23,343
Change-23,343 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 22,592
Change-22,592 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 22,184
Change-22,184 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 21,461
Change-21,461 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,061
Change-21,061 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 20,921
Change-20,921 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 20,072
Change-20,072 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 20,069
Change-20,069 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 19,805
Change-19,805 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 19,589
Change-19,589 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 18,924
Change-18,924 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,202
Change-18,202 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 17,026
Change-17,026 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 16,828
Change-16,828 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 15,724
Change-15,724 (-100%)
Value—
EFG International AG
N/A
Shares— from 15,705
Change-15,705 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,534
Change-14,534 (-100%)
Value—
2Xideas AG
N/A
Shares— from 14,441
Change-14,441 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,338
Change-14,338 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,139
Change-14,139 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,060
Change-14,060 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,918
Change-13,918 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,014
Change-13,014 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 12,570
Change-12,570 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,417
Change-12,417 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 11,909
Change-11,909 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,819
Change-11,819 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 11,726
Change-11,726 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 11,492
Change-11,492 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 11,352
Change-11,352 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 11,166
Change-11,166 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,933
Change-9,933 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,928
Change-9,928 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,816
Change-9,816 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,953
Change-8,953 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Corient IA LP
N/A
Shares— from 7,990
Change-7,990 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 7,615
Change-7,615 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,441
Change-5,441 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 893
Change-893 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 849
Change-849 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 778
Change-778 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 750
Change-750 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 600
Change-600 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 459
Change-459 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 454
Change-454 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 384
Change-384 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 348
Change-348 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 81
Change-81 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 76
Change-76 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 38
Change-38 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Principal Financial Group Inc
DECREASED11,846,00013,551,754-1,705,754-13%$607.8M$528.1M-$79.7M2026-11-02
Bank of Montreal
INCREASED11,002,82810,754,386+248,442+2%$481.9M$491.0M+$9.1M2026-11-09
CIBC Asset Management Inc
INCREASED9,119,2235,701,677+3,417,546+60%$256.7M$409.8M+$153.0M2026-11-05
MacKenzie Financial Corp
DECREASED7,634,1907,748,249-114,059-1%$492.9M$340.6M-$152.3M2026-11-02
Geode Capital Management, LLC
INCREASED4,743,1714,601,246+141,925+3%$215.1M$215.7M+$605.8K2026-11-06
TD Waterhouse Canada Inc.
DECREASED4,721,9695,003,128-281,159-6%$227.4M$208.6M-$18.8M2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED3,916,7944,579,477-662,683-14%$205.4M$175.2M-$30.1M2026-11-04
Davenport & Co LLC
DECREASED3,311,3273,357,238-45,911-1%$149.7M$148.4M-$1.3M2026-10-14
Cooke & Bieler LP
DECREASED2,417,1573,064,050-646,893-21%$137.4M$107.8M-$29.7M2026-10-21
Markel Group Inc.
DECREASED2,173,9532,193,953-20,000-1%$98.4M$96.9M-$1.5M2026-10-30
Barclays PLC
INCREASED2,081,935313,116+1,768,819+565%$14.0M$92.8M+$78.8M2026-11-06
Intact Investment Management Inc.
INCREASED1,768,4581,609,078+159,380+10%$72.2M$78.9M+$6.8M2026-11-03
Picton Mahoney Asset Management
INCREASED1,610,703373,792+1,236,911+331%$16.7M$72.1M+$55.3M2026-11-09
Sather Financial Group Inc
INCREASED1,428,295944,347+483,948+51%$42.4M$63.7M+$21.3M2026-10-30
Bessemer Group Inc
INCREASED1,099,54614,176+1,085,370+7656%$632.0K$49.0M+$48.4M2026-11-09
Bank of New York Mellon Corp
INCREASED955,728934,507+21,221+2%$41.9M$42.6M+$693.7K2026-11-05
Fenimore Asset Management Inc
DECREASED903,098908,085-4,987-1%$40.7M$40.3M-$467.5K2026-10-08
Deutsche Bank Ag\
INCREASED812,811702,508+110,303+16%$31.5M$36.2M+$4.7M2026-11-06
Amundi
DECREASED729,501778,923-49,422-6%$35.0M$32.5M-$2.4M2026-11-06
DDD Partners, LLC
INCREASED440,384435,175+5,209+1%$19.5M$19.6M+$114.7K2026-11-02
Russell Investments Group, Ltd.
DECREASED417,707431,006-13,299-3%$19.3M$18.6M-$626.3K2026-11-06
Fiera Capital Corp
INCREASED387,572380,446+7,126+2%$17.1M$17.4M+$317.9K2026-11-06
Guardian Partners Inc.
INCREASED331,290329,729+1,561+0%$14.8M$14.9M+$65.7K2026-10-21
Fideuram Asset Management (Ireland) dac
INCREASED310,398252,291+58,107+23%$16.5M$21.0M+$4.5M2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED276,777233,029+43,748+19%$10.5M$12.3M+$1.9M2026-10-20
Bruni J V & Co
DECREASED269,382270,666-1,2840%$12.1M$12.0M-$130.3K2026-11-05
Addenda Capital Inc.
DECREASED258,787259,947-1,1600%$16.5M$16.4M-$102.3K2026-10-13
Baskin Financial Services Inc.
DECREASED255,952257,314-1,362-1%$11.5M$11.4M-$111.0K2026-10-19
Montrusco Bolton Investments Inc.
DECREASED250,344394,654-144,310-37%$17.7M$11.2M-$6.5M2026-10-13
Marathon Asset Management Ltd
DECREASED216,832283,088-66,256-23%$12.7M$9.7M-$3.0M2026-10-26
Alberta Investment Management Corp
UNCHANGED216,096216,09600%$9.7M$9.6M-$39.8K2026-11-09
Mcdonald Capital Investors Inc
DECREASED213,036253,457-40,421-16%$11.4M$9.5M-$1.9M2026-10-27
AGF Management LTD
DECREASED212,206216,478-4,272-2%$9.8M$9.6M-$243.0K2026-11-03
ARS Investment Partners, LLC
INCREASED211,868211,158+710+0%$9.5M$9.4M-$25.4K2026-11-05
Woodmont Investment Counsel LLC
INCREASED177,865174,118+3,747+2%$7.8M$7.9M+$120.0K2026-10-29
Creative Planning
INCREASED171,424165,810+5,614+3%$7.4M$7.6M+$205.6K2026-11-02
Motley Fool Asset Management LLC
DECREASED165,488169,208-3,720-2%$7.6M$7.4M-$211.5K2026-10-27
Compagnie Lombard Odier SCmA
INCREASED147,363144,725+2,638+2%$6.5M$6.6M+$78.5K2026-11-04
Citigroup Inc
INCREASED127,906121,673+6,233+5%$5.5M$5.7M+$265.6K2026-11-04
Pictet Asset Management Holding SA
DECREASED120,616129,540-8,924-7%$5.8M$5.4M-$413.3K2026-11-03
DekaBank Deutsche Girozentrale
INCREASED120,18879,236+40,952+52%$3.5K$5.4M+$5.4M2026-10-27
Smith Salley Wealth Management
INCREASED115,055112,311+2,744+2%$5.0M$5.1M+$92.0K2026-11-03
Skba Capital Management LLC
INCREASED97,40097,200+200+0%$4.4M$4.3M-$17.3K2026-11-09
Strs Ohio
DECREASED88,69797,466-8,769-9%$4.4M$4.0M-$412.8K2026-10-30
Cardinal Capital Management, Inc.
INCREASED87,29284,812+2,480+3%$3.8M$3.9M+$108.7K2026-10-16
West Bancorporation Inc
DECREASED86,98393,091-6,108-7%$4.2M$3.9M-$297.4K2026-10-29
Florida Trust Wealth Management Co
DECREASED82,76487,069-4,305-5%$3.9M$3.7M-$215.4K2026-11-05
Intech Investment Management LLC
UNCHANGED81,13281,13200%$3.6M$3.6M-$8.9K2026-11-09
Mizuho Markets Americas LLC
UNCHANGED75,00075,00000%$3.4M$3.3M-$20.3K2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
UNCHANGED72,46772,46700%$3.2M$3.2M-$7.9K2026-11-09
LPL Financial LLC
INCREASED69,11659,085+10,031+17%$2.6M$3.1M+$431.2K2026-11-06
PNC Financial Services Group, Inc.
INCREASED67,07166,278+793+1%$3.0M$3.0M+$17.5K2026-11-06
Brookstone Capital Management
DECREASED67,03768,260-1,223-2%$3.1M$3.0M-$72.9K2026-10-22
Kirr Marbach & Co LLC
INCREASED65,68864,246+1,442+2%$2.9M$2.9M+$46.5K2026-10-20
Private Management Group Inc
DECREASED62,95063,362-412-1%$2.8M$2.8M-$35.5K2026-11-04
Xponance LLC
INCREASED62,67561,330+1,345+2%$2.8M$2.8M+$43.4K2026-11-03
Nykredit A/S
INCREASED62,46359,963+2,500+4%$2.7M$2.8M+$105.3K2026-11-06
Tritonpoint Wealth, LLC
DECREASED62,37064,766-2,396-4%$2.9M$2.8M-$124.3K2026-10-19
LEE Danner & Bass Inc
UNCHANGED60,88360,88300%$2.7M$2.7M-$16.4K2026-10-27
Apollon Wealth Management, LLC
DECREASED60,36178,055-17,694-23%$3.5M$2.7M-$809.8K2026-10-23
Chicago Partners Investment Group LLC
INCREASED60,28556,471+3,814+7%$2.6M$2.8M+$254.1K2026-10-27
Marks Group Wealth Management, Inc
DECREASED58,76763,127-4,360-7%$2.8M$2.6M-$211.4K2026-11-05
Gold Investment Management Ltd.
INCREASED57,25952,343+4,916+9%$2.3M$2.6M+$208.2K2026-10-19
Police & Firemen's Retirement System of New Jersey
DECREASED55,83257,523-1,691-3%$2.6M$2.5M-$90.9K2026-11-09
Capricorn Fund Managers Ltd
DECREASED55,80082,400-26,600-32%$3.7M$2.5M-$1.2M2026-11-03
Asset Management One Co., Ltd.
DECREASED55,44561,925-6,480-10%$2.8M$2.5M-$305.6K2026-10-27
Mn Services Vermogensbeheer B.V.
UNCHANGED53,10053,10000%$2.4M$2.4M-$6.0K2026-10-08
New South Capital Management Inc
DECREASED52,58954,669-2,080-4%$2.5M$2.3M-$107.5K2026-11-05
Tealwood Asset Management Inc
DECREASED51,88652,256-370-1%$2.3M$2.3M-$31.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED48,90349,510-607-1%$2.2M$2.2M-$39.0K2026-11-02
Lawson Kroeker Investment Management Inc
INCREASED48,44748,387+60+0%$2.2M$2.2M-$10.4K2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED46,11048,110-2,000-4%$2.2M$2.1M-$94.7K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED44,80429,270+15,534+53%$1.4M$2.0M+$656.3K2026-10-13
Morguard Lincluden Global Investments Ltd
UNCHANGED43,17943,17900%$2.7K$2.7K-$52026-10-28
Sprott Inc.
INCREASED41,94935,134+6,815+19%$1.6M$1.9M+$294.3K2026-11-09
Avanza Fonder AB
UNCHANGED40,63440,63400%$2.6M$2.6M-$4.5K2026-10-13
Lipe & Dalton
DECREASED39,96540,091-1260%$1.8M$1.8M-$16.0K2026-10-15
TritonPoint Partners, LLC
DECREASED38,07570,059-31,984-46%$3.1M$1.7M-$1.4M2026-11-05
Tandem Capital Management Corp
DECREASED34,90135,416-515-1%$1.6M$1.6M-$32.5K2026-10-22
Davidson Kahn Capital Management, LLC
DECREASED34,01255,125-21,113-38%$2.5M$1.5M-$956.1K2026-10-26
Live Oak Private Wealth LLC
DECREASED33,45838,101-4,643-12%$1.7M$1.5M-$217.3K2026-11-02
Amalgamated Bank
DECREASED33,37733,876-499-1%$1.5M$1.5M-$31.0K2026-10-23
Ervin Investment Management, LLC
INCREASED30,98730,907+80+0%$1.4M$1.4M-$4.8K2026-10-23
Sky Investment Group LLC
NEW29,617—+29,617——$1.3M—2026-10-30
Radnor Capital Management, LLC
UNCHANGED28,73928,73900%$1.3M$1.3M-$7.8K2026-10-23
Swiss Life Asset Management Ltd
DECREASED28,25828,774-516-2%$1.3M$1.3M-$23.3K2026-11-03
BCV Asset Management Inc.
DECREASED28,19728,592-395-1%$1.3M$1.3M+$7.0K2026-11-06
AIA Group Ltd
DECREASED24,89440,263-15,369-38%$1.8M$1.1M-$696.0K2026-10-30
Diversify Advisory Services, LLC
INCREASED24,40323,869+534+2%$1.1M$1.1M-$13.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED24,40323,869+534+2%$1.1M$1.1M-$13.2K2026-10-20
Demars Financial Group, LLC
INCREASED24,11622,536+1,580+7%$1.0M$1.1M+$64.4K2026-10-22
NBT Bank, N.A.
UNCHANGED23,83823,83800%$1.1M$1.1M-$6.4K2026-10-21
Maryland State Retirement & Pension System
INCREASED22,83419,801+3,033+15%$888.1K$1.0M+$129.9K2026-11-05
Culbertson A N & Co Inc
DECREASED22,14024,606-2,466-10%$1.1M$987.0K-$116.6K2026-10-21
Blue Sky Capital Consultants Group, Inc.
DECREASED21,62665,401-43,775-67%$2.9M$964.1K-$2.0M2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED21,41221,212+200+1%$951.4K$954.5K+$3.2K2026-11-05
Atria Investments, Inc
INCREASED21,13614,567+6,569+45%$653.3K$942.2K+$288.9K2026-10-15
Henshaw Capital LLC
UNCHANGED20,60020,60000%$923.9K$918.3K-$5.6K2026-11-03
Waterfront Wealth Inc.
DECREASED20,14220,226-840%$945.0K$926.5K-$18.5K2026-11-03
Lincoln Capital LLC
INCREASED19,82519,801+24+0%$888.1K$885.9K-$2.1K2026-10-09
Commonwealth Equity Services, LLC
DECREASED19,58322,046-2,463-11%$988.7K$873.0K-$115.7K2026-11-02
Geneos Wealth Management Inc.
INCREASED19,30917,375+1,934+11%$779.3K$860.8K+$81.5K2026-11-09
Blue Fin Capital, Inc.
DECREASED18,95620,213-1,257-6%$906.5K$845.0K-$61.5K2026-10-28
Midway Capital Research & Management
DECREASED18,56918,609-400%$834.6K$827.8K-$6.8K2026-10-20
Gateway Investment Advisers LLC
INCREASED18,16114,859+3,302+22%$666.4K$809.6K+$143.2K2026-10-13
Truist Financial Corp
INCREASED18,07017,639+431+2%$791.1K$805.6K+$14.4K2026-10-30
Natixis
DECREASED17,56824,968-7,400-30%$1.1M$783.2K-$336.6K2026-11-06
US Bancorp \de\
DECREASED17,26618,687-1,421-8%$838.1K$769.7K-$68.4K2026-11-05
Lido Advisors, LLC
DECREASED16,73317,248-515-3%$773.6K$746.0K-$27.6K2026-11-04
Vise Technologies, Inc.
INCREASED16,33413,818+2,516+18%$619.7K$728.2K+$108.4K2026-10-29
Copeland Capital Management, LLC
DECREASED15,99916,718-719-4%$749.8K$713.3K-$36.6K2026-10-13
Ethic Inc.
INCREASED15,91312,784+3,129+24%$573.4K$709.4K+$136.0K2026-11-03
HB Wealth Management, LLC
INCREASED15,81913,614+2,205+16%$610.6K$705.5K+$94.9K2026-10-23
Chemistry Wealth Management LLC
DECREASED15,68115,789-108-1%$708.1K$699.0K-$9.1K2026-10-16
Formidable Asset Management, LLC
INCREASED15,1839,198+5,985+65%$408.9K$681.0K+$272.1K2026-11-03
Park Avenue Securities LLC
DECREASED15,09515,558-463-3%$698.0K$675.0K-$23.0K2026-10-26
Clear Trail Advisors, LLC
INCREASED14,36314,188+175+1%$636.3K$640.3K+$4.0K2026-10-20
Carnegie Lake Advisors LLC
UNCHANGED14,30114,30100%$641.4K$637.5K-$3.9K2026-11-06
Chicago Capital, LLC
UNCHANGED14,28414,28400%$640.6K$636.8K-$3.9K2026-10-13
Quadrant Capital Group LLC
DECREASED13,17213,243-71-1%$593.9K$595.8K+$1.8K2026-10-20
Morse Asset Management, Inc
INCREASED13,1375,677+7,460+131%$254.6K$585.6K+$331.0K2026-11-09
St. Louis Trust Co
UNCHANGED12,89912,89900%$440.1K$575.0K+$134.9K2026-11-03
Ritholtz Wealth Management
DECREASED12,76813,220-452-3%$592.9K$569.2K-$23.7K2026-11-05
Avior Wealth Management, LLC
DECREASED12,61215,686-3,074-20%$703.5K$562.2K-$141.3K2026-10-13
Alps Advisors Inc
DECREASED12,44014,371-1,931-13%$644.5K$554.6K-$90.0K2026-11-03
Carson Advisory Inc.
DECREASED12,15812,706-548-4%$569.9K$542.0K-$27.9K2026-11-06
Blue Zone Wealth Advisors, LLC
DECREASED12,151189,447-177,296-94%$8.5M$541.7K-$8.0M2026-10-19
Third View Private Wealth, LLC
DECREASED12,01917,527-5,508-31%$786.1K$535.8K-$250.3K2026-10-30
Achmea Investment Management B.V.
NEW11,921—+11,921——$533.7K—2026-10-30
Regions Financial Corp
DECREASED11,71213,709-1,997-15%$614.8K$522.1K-$92.7K2026-11-05
Kraematon Investment Advisors, Inc
INCREASED11,58611,560+26+0%$518.5K$516.5K-$2.0K2026-11-02
Pacifica Partners Inc.
DECREASED11,54711,731-184-2%$533.8K$509.0K-$24.8K2026-10-09
North Dakota State Investment Board
INCREASED11,50411,370+134+1%$509.9K$512.8K+$2.9K2026-10-27
TBH Global Asset Management, LLC
INCREASED11,29811,257+41+0%$504.9K$503.7K-$1.2K2026-11-03
UniSuper Management Pty Ltd
INCREASED11,0757,975+3,100+39%$507.4K$703.4K+$196.0K2026-10-26
Herold Advisors, Inc.
DECREASED10,63010,957-327-3%$490.0K$475.6K-$14.4K2026-10-19
Savant Capital, LLC
NEW10,306—+10,306——$459.4K—2026-11-06
Laurion Capital Management LP
INCREASED10,0678,822+1,245+14%$395.7K$448.8K+$53.1K2026-10-30
Evergreen Capital Management LLC
INCREASED9,6497,209+2,440+34%$323.3K$430.2K+$106.8K2026-10-23
Leonteq Securities AG
INCREASED9,5458,167+1,378+17%$366.3K$425.5K+$59.2K2026-10-29
Griffin Asset Management, Inc.
DECREASED9,2629,271-90%$415.8K$412.9K-$2.9K2026-10-22
Merit Financial Group, LLC
INCREASED9,2118,234+977+12%$369.3K$410.6K+$41.3K2026-11-06
Everett Harris & Co
UNCHANGED9,1499,14900%$410.3K$407.9K-$2.5K2026-10-28
Salvus Wealth Management, LLC
INCREASED9,1129,084+28+0%$407.4K$406.2K-$1.2K2026-10-13
HUB Investment Partners, LLC
DECREASED9,02514,029-5,004-36%$629.2K$402.3K-$226.9K2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED9,0059,004+1+0%$403.8K$401.4K-$2.4K2026-10-09
Schwartz Investment Counsel Inc
INCREASED9,0006,900+2,100+30%$309.5K$401.2K+$91.8K2026-10-26
Leavell Investment Management, Inc.
INCREASED8,7808,345+435+5%$374.3K$391.4K+$17.1K2026-11-09
Frank, Rimerman Advisors LLC
DECREASED8,6858,857-172-2%$397.2K$387.2K-$10.1K2026-10-16
Keybank National Association
DECREASED8,6459,272-627-7%$415.9K$385.4K-$30.5K2026-11-04
Sterling Capital Management LLC
DECREASED8,63512,220-3,585-29%$548.1K$384.9K-$163.1K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED8,6268,778-152-2%$393.7K$384.5K-$9.1K2026-10-23
Moors & Cabot, Inc.
INCREASED8,5695,391+3,178+59%$241.8K$382.0K+$140.2K2026-11-06
Signaturefd, LLC
INCREASED8,3308,077+253+3%$362.3K$371.4K+$9.1K2026-10-23
Cardinal Point Capital Management ULC
UNCHANGED8,0208,02000%$359.1K$359.0K-$652026-10-21
Crossmark Global Holdings, Inc.
DECREASED7,9119,054-1,143-13%$406.1K$352.7K-$53.4K2026-10-21
Brighton Jones LLC
INCREASED7,7426,802+940+14%$305.1K$345.1K+$40.0K2026-11-03
Bond & Devick Financial Network, Inc.
UNCHANGED7,7007,70000%$345.3K$343.3K-$2.1K2026-10-23
Equity Wealth Partners, LLC
DECREASED7,55911,755-4,196-36%$527.2K$337.0K-$190.3K2026-10-26
Kestra Advisory Services, LLC
INCREASED7,3636,600+763+12%$296.0K$328.2K+$32.2K2026-11-02
Citizens Financial Group Inc
DECREASED7,24310,863-3,620-33%$487.2K$322.9K-$164.3K2026-10-23
Herbst Group, LLC
NEW7,200—+7,200——$321.0K—2026-10-20
Hendershot Investments Inc.
UNCHANGED7,1587,15800%$321.0K$319.1K-$1.9K2026-11-05
Schneider Downs Wealth Management Advisors, LP
UNCHANGED7,1497,14900%$320.6K$318.7K-$1.9K2026-10-27
Generali Asset Management SPA SGR
DECREASED6,8338,438-1,605-19%$536.8K$434.0K-$102.9K2026-10-26
Dimensional Fund Advisors LP
INCREASED6,8226,624+198+3%$297.1K$304.1K+$7.0K2026-11-04
Viewpoint Investment Partners Corp
DECREASED6,8127,848-1,036-13%$350.7K$301.7K-$49.0K2026-10-26
Krilogy Financial LLC
NEW6,468—+6,468——$296.4K—2026-10-13
Lester Murray Antman dba SimplyRich
NEW6,245—+6,245——$278.4K—2026-11-06
Lanark Financial, Inc.
INCREASED6,2345,896+338+6%$264.4K$277.9K+$13.5K2026-10-26
Compound Planning, Inc.
DECREASED6,22510,531-4,306-41%$472.3K$277.5K-$194.8K2026-11-09
Greenup Street Wealth Management LLC
INCREASED6,0324,897+1,135+23%$219.6K$268.9K+$49.3K2026-10-28
Focus Financial Network, Inc.
NEW6,026—+6,026——$268.6K—2026-10-14
Cigna Investments Inc
DECREASED6,0106,155-145-2%$276.0K$269.0K-$7.0K2026-10-19
Thrive Wealth Management, LLC
UNCHANGED6,0006,00000%$269.1K$267.5K-$1.6K2026-10-13
Wulff, Hansen & Co.
DECREASED5,8787,244-1,366-19%$324.9K$262.0K-$62.9K2026-11-09
J. Safra Sarasin Holding AG
INCREASED5,7435,487+256+5%$246.0K$256.9K+$11.0K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED5,7305,73000%$257.0K$255.4K-$1.5K2026-10-23
Searle & Co.
UNCHANGED5,6625,66200%$253.9K$253.3K-$6182026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED5,4305,43000%$243.5K$242.1K-$1.5K2026-11-05
Yousif Capital Management, LLC
DECREASED5,3735,386-130%$241.6K$239.5K-$2.0K2026-10-22
Farther Finance Advisors, LLC
INCREASED5,2753,836+1,439+38%$172.0K$235.2K+$63.2K2026-10-08
UMB Bank, n.a.
UNCHANGED5,2755,27500%$236.6K$235.2K-$1.4K2026-11-06
Assenagon Asset Management S.A.
NEW5,267—+5,267——$236.4K—2026-10-15
Verdence Capital Advisors LLC
INCREASED5,2295,117+112+2%$229.5K$233.1K+$3.6K2026-10-26
Northwest Financial Advisors
DECREASED5,1465,514-368-7%$247.3K$229.4K-$17.9K2026-10-27
Parsons Capital Management Inc
UNCHANGED5,1305,13000%$230.1K$228.7K-$1.4K2026-10-28
MGO One Seven LLC
INCREASED5,0964,725+371+8%$211.9K$227.2K+$15.3K2026-10-28
Wedmont Private Capital
NEW5,092—+5,092——$230.0K—2026-10-09
Abel Hall, LLC
NEW5,070—+5,070——$226.0K—2026-10-19
Stackstone Wealth, LLC
NEW5,039—+5,039——$224.6K—2026-10-19
Rhodes Investment Advisors Inc
DECREASED5,0377,261-2,224-31%$325.7K$224.5K-$101.1K2026-10-07
AlphaCore Capital LLC
NEW5,021—+5,021——$224.0K—2026-11-04
SeaBridge Investment Advisors LLC
INCREASED5,0024,565+437+10%$204.7K$223.0K+$18.2K2026-11-02
Mirae Asset Global Investments Co., Ltd.
NEW5,000—+5,000——$222.9K—2026-11-03
Heritage Investors Management Corp
UNCHANGED4,9484,94800%$222.0K$221.0K-$1.0K2026-10-29
Fisher Asset Management, LLC
NEW4,645—+4,645——$207.1K—2026-11-06
Aaron Wealth Advisors LLC
NEW4,629—+4,629——$206.4K—2026-10-13
Compass Ion Advisors, LLC
UNCHANGED4,5294,52900%$203.1K$201.9K-$1.2K2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED4,3604,36000%$195.5K$194.4K-$1.2K2026-10-22
Gamma Investing LLC
INCREASED4,2773,000+1,277+43%$134.6K$190.7K+$56.1K2026-10-08
Quent Capital, LLC
INCREASED4,2492,764+1,485+54%$124.0K$224.8K+$100.8K2026-11-09
Simplex Trading, LLC
NEW3,772—+3,772——$168.2K—2026-11-04
Allworth Financial LP
INCREASED3,1112,958+153+5%$132.7K$139.5K+$6.9K2026-11-06
Nisa Investment Advisors, LLC
INCREASED2,8732,072+801+39%$92.9K$128.1K+$35.1K2026-10-20
Clearstead Advisors, LLC
DECREASED2,7033,119-416-13%$139.9K$120.5K-$19.4K2026-11-06
SBI Securities Co., Ltd.
INCREASED2,5482,543+5+0%$114.1K$113.6K-$4642026-10-22
Farmers & Merchants Investments Inc
UNCHANGED2,5192,51900%$113.0K$112.3K-$6802026-10-22
Essential Partners LLC
INCREASED2,3692,341+28+1%$105.0K$105.6K+$6162026-10-14
Caitong International Asset Management Co., Ltd
INCREASED2,13240+2,092+5230%$1.8K$95.0K+$93.3K2026-10-29
Birchwood Financial Partners, Inc.
UNCHANGED2,1022,10200%$94.3K$93.7K-$5682026-11-02
Fifth Third Bancorp
DECREASED2,0842,526-442-17%$113.3K$92.9K-$20.4K2026-11-05
Rosenberg Matthew Hamilton
INCREASED2,0251,159+866+75%$52.0K$90.3K+$38.3K2026-10-05
Wolverine Asset Management LLC
UNCHANGED1,9731,97300%$88.5K$88.0K-$5332026-11-02
Versant Capital Management, Inc
INCREASED1,9531,449+504+35%$65.0K$87.3K+$22.3K2026-10-02
Provenance Wealth Advisors, LLC
INCREASED1,9491,124+825+73%$50.4K$86.9K+$36.5K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED1,7811,333+448+34%$59.8K$79.4K+$19.6K2026-11-04
Cromwell Holdings LLC
INCREASED1,7381,591+147+9%$71.4K$77.5K+$6.1K2026-10-28
Stone House Investment Management, LLC
UNCHANGED1,6761,67600%$75.2K$74.7K-$4532026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED1,5771,674-97-6%$75.1K$70.3K-$4.8K2026-10-05
Cassaday & Co Wealth Management LLC
UNCHANGED1,5621,56200%$70.1K$69.9K-$1712026-10-27
Parallel Advisors, LLC
DECREASED1,5441,660-116-7%$74.5K$68.8K-$5.6K2026-11-03
Financial Perspectives, Inc
UNCHANGED1,5441,54400%$69.2K$68.8K-$4052026-11-03
Larson Financial Group LLC
INCREASED1,5371,339+198+15%$60.0K$68.5K+$8.5K2026-11-05
Private Trust Co NA
INCREASED1,4761,448+28+2%$64.9K$65.8K+$8572026-10-20
Louisbourg Investments Inc.
UNCHANGED1,4001,40000%$62.7K$62.7K-$122026-10-20
Parkside Financial Bank & Trust
DECREASED1,3641,587-223-14%$71.2K$60.8K-$10.4K2026-10-27
Hanson & Doremus Investment Management
NEW1,298—+1,298——$58.0K—2026-10-16
Root Financial Partners, LLC
NEW1,127—+1,127——$50.2K—2026-10-21
Assetmark, Inc
INCREASED1,070920+150+16%$41.3K$47.7K+$6.4K2026-10-21
Bfsg, LLC
UNCHANGED1,0071,00700%$45.2K$44.9K-$2712026-10-30
Zions Bancorporation, National Association
INCREASED1,003868+135+16%$38.9K$44.7K+$5.8K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED1,0011,00100%$44.9K$44.6K-$2702026-10-23
Princeton Global Asset Management LLC
UNCHANGED1,0001,00000%$44.9K$44.6K-$2702026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED934905+29+3%$40.6K$41.6K+$1.0K2026-10-27
Legacy Bridge, LLC
UNCHANGED90990900%$40.8K$40.5K-$2452026-10-28
Key FInancial Inc
UNCHANGED84184100%$37.7K$37.6K-$912026-11-02
Roble, Belko & Company, Inc
UNCHANGED75575500%$34.0K$34-$34.0K2026-11-09
Compass Financial Management LLC
UNCHANGED60060000%$31.2K$26.7K-$4.4K2026-10-30
Mountain Hill Investment Partners Corp.
UNCHANGED59759700%$26.8K$26.6K-$1612026-10-23
First Command Advisory Services, Inc.
INCREASED589489+100+20%$21.9K$26.4K+$4.4K2026-11-05
Alpine Bank Wealth Management
NEW573—+573——$25.5K—2026-10-16
IFP Advisors, Inc
DECREASED572582-10-2%$26.1K$25.5K-$6032026-10-16
CoreCap Advisors, LLC
UNCHANGED56956900%$25.5K$25.4K-$1542026-10-08
Trust Co of Vermont
UNCHANGED56256200%$25.2K$25.1K-$1522026-10-21
Clearstead Trust, LLC
DECREASED522523-10%$23.5K$23.3K-$1862026-11-06
Harbour Investments, Inc.
DECREASED469764-295-39%$34.3K$20.9K-$13.4K2026-11-09
Community Bank, N.A.
UNCHANGED38238200%$17.1K$17.0K-$1032026-11-06
Hara Capital LLC
DECREASED370451-81-18%$20.2K$16.5K-$3.7K2026-10-30
Darwin Wealth Management, LLC
INCREASED35979+280+354%$3.5K$16.0K+$12.5K2026-11-09
TFC Financial Management, Inc.
NEW330—+330——$14.7K—2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW314—+314——$14.0K—2026-10-14
IFG Advisory, LLC
INCREASED311310+1+0%$13.9K$13.9K-$612026-11-09
True Wealth Design, LLC
INCREASED306240+66+28%$10.8K$13.6K+$2.9K2026-10-13
Asset Dedication, LLC
UNCHANGED30630600%$13.7K$13.6K-$832026-11-03
Bell Investment Advisors, Inc
INCREASED305294+11+4%$13.2K$13.6K+$4112026-10-29
Central Trust Co
UNCHANGED30430400%$13.6K$13.6K-$822026-11-05
Financial Management Professionals, Inc.
DECREASED264392-128-33%$17.6K$11.8K-$5.8K2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED26226200%$11.8K$11.7K-$712026-10-21
Birch Financial Group, LLC
NEW260—+260——$11.6K—2026-10-27
Avion Wealth
UNCHANGED25025000%$11$11$02026-11-04
Motco
UNCHANGED24824800%$11.1K$11.1K-$672026-11-09
Eastern Bank
NEW216—+216——$9.6K—2026-10-05
Fortitude Family Office, LLC
UNCHANGED20720700%$9.3K$9.2K-$562026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED20720700%$9.3K$9.2K-$562026-11-09
TD Private Client Wealth LLC
INCREASED206195+11+6%$8.7K$9.2K+$4712026-10-28
Gilpin Wealth Management, LLC
UNCHANGED20020000%$9.0K$8.9K-$542026-10-09
Mather Group, Llc.
DECREASED199278-79-28%$12.5K$8.9K-$3.6K2026-10-14
WPG Advisers, LLC
UNCHANGED18718700%$8.4K$8.3K-$512026-10-27
Costello Asset Management, Inc
UNCHANGED17617600%$7.9K$7.8K-$482026-10-30
Burkett Financial Services, LLC
UNCHANGED16616600%$7.4K$7.4K-$452026-10-01
Elevation Wealth Partners, LLC
INCREASED158101+57+56%$4.5K$7.0K+$2.5K2026-10-07
Arlington Trust Co LLC
NEW152—+152——$6.8K—2026-10-20
CX Institutional
INCREASED15157+94+165%$3$7+$42026-10-02
Richardson Financial Services Inc.
UNCHANGED15015000%$6.7K$6.7K-$412026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED14014000%$6.3K$6.2K-$372026-10-20
New England Capital Financial Advisors LLC
INCREASED138137+1+1%$6.1K$6.2K+$212026-11-03
Jnba Financial Advisors
UNCHANGED12912900%$5.8K$5.8K-$352026-11-03
Acumen Wealth Advisors, LLC
NEW121—+121——$5.4K—2026-11-05
Financial Consulate, Inc
DECREASED120154-34-22%$6.9K$5.4K-$1.6K2026-10-23
William Mack & Associates, Inc.
NEW110—+110——$4.9K—2026-10-27
North Star Investment Management Corp.
UNCHANGED10610600%$4.8K$4.7K-$292026-10-27
Ares Financial Consulting, LLC
UNCHANGED10510500%$4.7K$4.7K-$282026-10-19
Berbice Capital Management LLC
NEW100—+100——$4.5K—2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED10010000%$4.5K$4.5K-$272026-10-13
Triumph Capital Management
UNCHANGED10010000%$4.5K$4.5K-$272026-10-14
Grove Bank & Trust
NEW91—+91——$4.1K—2026-10-08
Nfsg Corp
UNCHANGED909000%$4.0K$4.0K-$252026-10-15
Hughes Financial Services, LLC
INCREASED8757+30+53%$2.6K$4.2K+$1.7K2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED878700%$3.9K$3.9K-$242026-10-28
Fortis Group Advisors, LLC
UNCHANGED848400%$3.8K$3.7K-$222026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED808000%$3.6K$3.6K-$92026-11-03
N.E.W. Advisory Services LLC
INCREASED7839+39+100%$1.7K$3.5K+$1.7K2026-11-09
Salomon & Ludwin, LLC
UNCHANGED727200%$3.3K$3.2K-$592026-10-29
Private Wealth Management Group, LLC
DECREASED70121-51-42%$5.4K$3.1K-$2.3K2026-10-19
Kelleher Financial Advisors
NEW69—+69——$3.1K—2026-10-30
Rothwell Investment Advisors, LLC
NEW68—+68——$3.0K—2026-11-06
SJS Investment Consulting Inc.
INCREASED6558+7+12%$2.6K$2.9K+$2962026-10-26
West Paces Advisors Inc.
UNCHANGED656500%$2.9K$2.9K-$172026-10-13
Oakworth Capital, Inc.
NEW62—+62——$2.8K—2026-10-26
Physician Wealth Advisors, Inc.
INCREASED6249+13+27%$2.2K$2.8K+$5662026-10-20
Union Savings Bank
UNCHANGED626200%$2.8K$2.8K-$172026-10-14
JFS Wealth Advisors, LLC
UNCHANGED545400%$2.4K$2.4K-$142026-11-03
MV Capital Management, Inc.
DECREASED5160-9-15%$2.7K$2.3K-$4172026-10-29
Evermay Wealth Management LLC
UNCHANGED515100%$2.3K$2.3K-$142026-11-05
Roxbury Financial LLC
UNCHANGED515100%$2.3K$2.3K-$132026-10-01
Manchester Capital Management LLC
INCREASED444+40+1000%$180$2.0K+$1.8K2026-10-22
Hantz Financial Services, Inc.
INCREASED4341+2+5%$2$2$02026-11-09
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED393900%$1.8K$1.7K-$112026-10-28
Golden State Wealth Management, LLC
UNCHANGED333300%$1.5K$1.5K-$92026-11-02
Ascentis Wealth Management, LLC
NEW29—+29——$1.3K—2026-11-03
Blue Trust, Inc.
UNCHANGED272700%$1.2K$1.2K-$82026-10-15
Trust Co of Toledo NA
NEW25—+25——$1.1K—2026-10-16
Winthrop Capital Management, LLC
UNCHANGED252500%$1$1.1K+$1.1K2026-11-05
Breakwater Investment Management
NEW24—+24——$1.1K—2026-10-20
Advocate Investing Services LLC
UNCHANGED222200%$987$981-$62026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED222200%$987$981-$62026-10-30
Creative Financial Designs Inc
UNCHANGED212100%$942$936-$62026-11-04
Elyxium Wealth, LLC
NEW18—+18——$802—2026-10-27
Country Trust Bank
NEW16—+16——$713—2026-10-30
Sunrise Financial Services, LLC
UNCHANGED121200%$538$535-$32026-10-21
Trust Co
UNCHANGED121200%$538$535-$32026-10-09
Torren Management, LLC
UNCHANGED6600%$278$278$02026-10-29
Dorato Capital Management
UNCHANGED5500%$234$223-$112026-10-08
Mosley Wealth Management
UNCHANGED5500%$224$230+$62026-10-16
SouthState Bank Corp
UNCHANGED5500%$225$223-$22026-11-09
Jcic Asset Management Inc.
CLOSED079,918-79,918-100%$3.5M$0-$3.5M2026-10-30
Castle Rock Wealth Management, LLC
CLOSED026,427-26,427-100%$1.2M$0-$1.2M2026-10-09
Check Capital Management Inc
CLOSED026,258-26,258-100%$1.2M$0-$1.2M2026-11-05
New York State Teachers Retirement System
CLOSED016,198-16,198-100%$726.0K$0-$726.0K2026-10-22
Allen Investment Management, LLC
CLOSED011,772-11,772-100%$528.0K$0-$528.0K2026-11-03
Prospera Financial Services Inc
CLOSED010,089-10,089-100%$452.5K$0-$452.5K2026-11-04
Heritage Wealth Advisors
CLOSED06,648-6,648-100%$298.2K$0-$298.2K2026-11-09
Western Wealth Management, LLC
CLOSED06,084-6,084-100%$272.9K$0-$272.9K2026-11-09
Machina Capital S.A.S.
CLOSED05,920-5,920-100%$265.5K$0-$265.5K2026-11-05
Baker Boyer National Bank
CLOSED05,200-5,200-100%$233.2K$0-$233.2K2026-11-05
Crescent Grove Advisors, LLC
CLOSED05,200-5,200-100%$233.2K$0-$233.2K2026-10-21
Allspring Global Investments Holdings, LLC
CLOSED04,620-4,620-100%$209.7K$0-$209.7K2026-11-04
AdvisorNet Financial, Inc
CLOSED02,125-2,125-100%$95.3K$0-$95.3K2026-10-15
Covestor Ltd
CLOSED01,878-1,878-100%$84.0K$0-$84.0K2026-10-30
Commonwealth Retirement Investments LLC
CLOSED0274-274-100%$12.3K$0-$12.3K2026-10-26
Exchange Traded Concepts, LLC
CLOSED0261-261-100%$11.7K$0-$11.7K2026-10-28
Nvwm, LLC
CLOSED0168-168-100%$7.5K$0-$7.5K2026-10-14
First Horizon Corp
CLOSED0146-146-100%$6.5K$0-$6.5K2026-10-26
Cornerstone Planning Group LLC
CLOSED083-83-100%$3.9K$0-$3.9K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED080-80-100%$3.6K$0-$3.6K2026-10-14
Robinswood Financial LLC
CLOSED066-66-100%$3.0K$0-$3.0K2026-10-20
Nemes Rush Group LLC
CLOSED028-28-100%$1.3K$0-$1.3K2026-11-04
Activest Wealth Management
CLOSED026-26-100%$1.2K$0-$1.2K2026-10-15
Rossby Financial, LCC
CLOSED019-19-100%$852$0-$8522026-11-05
Abound Wealth Management
UNCHANGED000—$2$2$02026-10-26
Brookfield Corp
N/A—1,193,021,145-1,193,021,145-100%$53.5B———
Partners Value Investments L.P.
N/A—29,588,407-29,588,407-100%$1.3B———
Royal Bank of Canada
N/A—21,259,887-21,259,887-100%$953.5M———
Capital World Investors
N/A—13,485,369-13,485,369-100%$604.8M———
Vanguard Capital Management LLC
N/A—11,604,929-11,604,929-100%$520.6M———
TD Asset Management Inc
N/A—10,836,730-10,836,730-100%$485.9M———
Capital International Investors
N/A—7,664,210-7,664,210-100%$343.7M———
Morgan Stanley
N/A—6,876,269-6,876,269-100%$308.4M———
BlackRock, Inc.
N/A—6,168,410-6,168,410-100%$276.7M———
FMR LLC
N/A—5,329,761-5,329,761-100%$239.1M———
Norges Bank
N/A—4,996,073-4,996,073-100%$223.9M———
Neuberger Berman Group LLC
N/A—4,854,713-4,854,713-100%$217.7M———
Manufacturers Life Insurance Company, the
N/A—4,686,883-4,686,883-100%$209.9M———
Goldman Sachs Group Inc
N/A—3,918,684-3,918,684-100%$175.8M———
State Street Corp
N/A—3,755,973-3,755,973-100%$168.5M———
National Bank of Canada
N/A—3,708,355-3,708,355-100%$166.0M———
Caisse de Depot ET Placement DU Quebec
N/A—3,679,099-3,679,099-100%$165.0M———
Massachusetts Financial Services Co
N/A—3,629,105-3,629,105-100%$189.7M———
CIBC World Market Inc.
N/A—3,568,168-3,568,168-100%$160.0M———
Vanguard Fiduciary Trust Co
N/A—3,445,377-3,445,377-100%$154.6M———
Bank of America Corp
N/A—3,016,329-3,016,329-100%$135.3M———
Bank of Nova Scotia
N/A—2,911,831-2,911,831-100%$130.7M———
Vanguard Global Advisers, LLC
N/A—2,904,268-2,904,268-100%$130.3M———
FIL Ltd
N/A—2,828,174-2,828,174-100%$126.9M———
Legal & General Group Plc
N/A—2,329,537-2,329,537-100%$104.5M———
Douglass Winthrop Advisors, LLC
N/A—2,095,371-2,095,371-100%$94.0M———
Scotia Capital Inc.
N/A—2,053,526-2,053,526-100%$92.0M———
Toronto Dominion Bank
N/A—1,765,437-1,765,437-100%$79.1M———
Polar Asset Management Partners Inc.
N/A—1,650,165-1,650,165-100%$74.0M———
Canada Pension Plan Investment Board
N/A—1,641,737-1,641,737-100%$73.6M———
JPMorgan Chase & Co
N/A—1,599,818-1,599,818-100%$70.4M———
Madison Asset Management, LLC
N/A—1,570,419-1,570,419-100%$70.4M———
Jane Street Group, LLC
N/A—1,563,571-1,563,571-100%$70.1M———
Millennium Management LLC
N/A—1,509,083-1,509,083-100%$67.7M———
1832 Asset Management L.P.
N/A—1,269,340-1,269,340-100%$56.9M———
Natixis Advisors, LLC
N/A—1,209,892-1,209,892-100%$54.3M———
Jones Financial Companies Lllp
N/A—1,208,246-1,208,246-100%$53.9M———
Federation des caisses Desjardins du Quebec
N/A—1,178,219-1,178,219-100%$52.7M———
Quadrature Capital Ltd
N/A—1,173,362-1,173,362-100%$52.6M———
Northern Trust Corp
N/A—1,101,554-1,101,554-100%$49.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,091,775-1,091,775-100%$49.0M———
Nuveen, LLC
N/A—1,089,912-1,089,912-100%$48.9M———
First Manhattan Co. Llc.
N/A—1,069,167-1,069,167-100%$47.9M———
Alyeska Investment Group, L.P.
N/A—1,063,448-1,063,448-100%$47.7M———
Vanguard Asset Management, Ltd
N/A—839,902-839,902-100%$37.7M———
British Columbia Investment Management Corp
N/A—768,961-768,961-100%$34.5M———
Wells Fargo & Company
N/A—687,238-687,238-100%$30.8M———
Omers Administration Corp
N/A—675,600-675,600-100%$30.3M———
Vanguard Portfolio Management LLC
N/A—672,964-672,964-100%$30.2M———
AQR Capital Management LLC
N/A—635,125-635,125-100%$28.5M———
Invesco Ltd.
N/A—628,251-628,251-100%$28.2M———
Broad Run Investment Management, LLC
N/A—602,709-602,709-100%$27.0M———
UBS Group AG
N/A—594,032-594,032-100%$26.6M———
D. E. Shaw & Co., Inc.
N/A—567,472-567,472-100%$25.4M———
Schroder Investment Management Group
N/A—544,903-544,903-100%$24.4M———
GFI Investment Counsel Ltd.
N/A—541,297-541,297-100%$24.2M———
Mufg Securities (Canada), Ltd.
N/A—532,989-532,989-100%$23.9M———
Nicola Wealth Management Ltd.
N/A—515,658-515,658-100%$23.1M———
Guardian Capital LP
N/A—512,297-512,297-100%$23.0M———
Envestnet Asset Management Inc
N/A—489,638-489,638-100%$22.0M———
HRT Financial LP
N/A—476,116-476,116-100%$21.4M———
Canada Life Assurance Co
N/A—441,388-441,388-100%$19.7M———
Balyasny Asset Management L.P.
N/A—429,159-429,159-100%$19.2M———
Portland Investment Counsel Inc.
N/A—422,387-422,387-100%$18.9M———
New York State Common Retirement Fund
N/A—418,500-418,500-100%$18.8M———
Public Sector Pension Investment Board
N/A—417,834-417,834-100%$18.7M———
CI Investments Inc.
N/A—410,315-410,315-100%$18.4M———
Franklin Resources Inc
N/A—336,511-336,511-100%$15.1M———
Quantinno Capital Management LP
N/A—321,557-321,557-100%$14.4M———
Rhumbline Advisers
N/A—319,025-319,025-100%$14.3M———
Capital International, Inc.
N/A—296,720-296,720-100%$13.3M———
Raymond James Financial Inc
N/A—294,328-294,328-100%$13.2M———
SG Americas Securities, LLC
N/A—291,930-291,930-100%$13.1M———
Aviva PLC
N/A—288,054-288,054-100%$12.9M———
America First Investment Advisors, LLC
N/A—285,378-285,378-100%$12.8M———
Sequoia Financial Advisors, LLC
N/A—281,732-281,732-100%$12.6M———
Partners Group Holding AG
N/A—269,350-269,350-100%$12.1M———
Janney Montgomery Scott LLC
N/A—241,482-241,482-100%$10.8M———
Capital International Sarl
N/A—240,761-240,761-100%$10.8M———
Liontrust Investment Partners LLP
N/A—235,594-235,594-100%$10.6M———
Wellington Management Group LLP
N/A—233,092-233,092-100%$10.5M———
Van Eck Associates Corp
N/A—230,395-230,395-100%$10.3M———
Tocqueville Asset Management L.P.
N/A—226,234-226,234-100%$10.1M———
Vaughan Nelson Investment Management, L.P.
N/A—217,310-217,310-100%$9.7M———
Price T Rowe Associates Inc
N/A—215,993-215,993-100%$9.7M———
State Board of Administration of Florida Retirement System
N/A—214,276-214,276-100%$9.6M———
Stifel Financial Corp
N/A—205,293-205,293-100%$9.2M———
State of Tennessee, Department of Treasury
N/A—200,871-200,871-100%$9.0M———
Voloridge Investment Management, LLC
N/A—200,133-200,133-100%$9.0M———
UBS Asset Management Americas LLC
N/A—198,723-198,723-100%$8.9M———
Clearbridge Investments, LLC
N/A—196,372-196,372-100%$8.8M———
SEI Investments Co
N/A—194,955-194,955-100%$8.7M———
Horizon Kinetics Asset Management LLC
N/A—189,299-189,299-100%$8.5M———
Public Employees Retirement System of Ohio
N/A—183,593-183,593-100%$8.2M———
Summitry LLC
N/A—181,848-181,848-100%$8.2M———
Laffer Tengler Investments, Inc.
N/A—170,279-170,279-100%$7.6M———
Vanguard Investments Australia, Ltd.
N/A—168,879-168,879-100%$7.6M———
Treasurer of the State of North Carolina
N/A—161,341-161,341-100%$7.2M———
Alliancebernstein L.P.
N/A—150,912-150,912-100%$6.7M———
Korea Investment Corp
N/A—141,940-141,940-100%$6.4M———
MAI Capital Management
N/A—140,690-140,690-100%$6.3M———
Citadel Advisors LLC
N/A—139,421-139,421-100%$6.3M———
American Century Companies Inc
N/A—133,629-133,629-100%$6.0M———
Point72 Asset Management, L.P.
N/A—124,098-124,098-100%$5.6M———
Two Sigma Investments, LP
N/A—123,656-123,656-100%$5.5M———
Capital International LTD
N/A—118,596-118,596-100%$5.3M———
Cerity Partners LLC
N/A—111,644-111,644-100%$5.0M———
First Trust Advisors LP
N/A—105,590-105,590-100%$4.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—104,600-104,600-100%$4.7M———
Woodbridge Co LTD
N/A—103,216-103,216-100%$4.6M———
State of Wisconsin Investment Board
N/A—102,982-102,982-100%$4.6M———
Bamco Inc
N/A—102,513-102,513-100%$4.6M———
Texas Yale Capital Corp.
N/A—101,585-101,585-100%$4.6M———
Colonial Trust Advisors
N/A—99,605-99,605-100%$4.5M———
HighTower Advisors, LLC
N/A—98,101-98,101-100%$4.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—98,068-98,068-100%$4.4M———
Steward Partners Investment Advisory, LLC
N/A—93,628-93,628-100%$4.2M———
Azimuth Capital Investment Management LLC
N/A—91,948-91,948-100%$4.1M———
Harvest Portfolios Group Inc.
N/A—90,454-90,454-100%$4.1M———
Susquehanna International Group, LLP
N/A—89,854-89,854-100%$4.0M———
Fora Capital, LLC
N/A—87,902-87,902-100%$3.9M———
Beck Mack & Oliver LLC
N/A—85,820-85,820-100%$3.8M———
USS Investment Management Ltd
N/A—79,081-79,081-100%$3.6M———
Segall Bryant & Hamill, LLC
N/A—77,210-77,210-100%$3.5M———
Cetera Investment Advisers
N/A—76,379-76,379-100%$3.4M———
Focus Partners Wealth
N/A—74,738-74,738-100%$3.4M———
Providence Capital Advisors, LLC
N/A—74,510-74,510-100%$3.3M———
Landmark Investment Partners, L.P.
N/A—73,864-73,864-100%$4.0M———
ArrowMark Colorado Holdings LLC
N/A—73,459-73,459-100%$3.3M———
Susquehanna Advisors Group, Inc.
N/A—72,337-72,337-100%$3.2M———
Brown Advisory Inc
N/A—70,672-70,672-100%$3.2M———
Rathbones Group PLC
N/A—70,241-70,241-100%$3.1M———
Ameriprise Financial Inc
N/A—68,642-68,642-100%$3.2M———
Northwest & Ethical Investments L.P.
N/A—68,179-68,179-100%$3.1M———
Jupiter Topco LLC
N/A—67,898-67,898-100%$3.0M———
Bridgewater Associates, LP
N/A—67,547-67,547-100%$3.0M———
Prana Capital Management, LP
N/A—66,461-66,461-100%$3.0M———
VAN DEN Berg Management I, Inc
N/A—62,424-62,424-100%$2.8M———
Mariner, LLC
N/A—61,915-61,915-100%$2.8M———
Utah Retirement Systems
N/A—57,509-57,509-100%$2.6M———
Tacita Capital Inc
N/A—57,099-57,099-100%$2.6M———
Empowered Funds, LLC
N/A—55,375-55,375-100%$2.5M———
Investment Management Corp of Ontario
N/A—53,833-53,833-100%$2.4M———
Charles Schwab Investment Management Inc
N/A—53,071-53,071-100%$2.4M———
Cumberland Partners Ltd
N/A—52,825-52,825-100%$2.4M———
BNP Paribas Asset Management Holding S.A.
N/A—51,223-51,223-100%$2.3M———
BNP Paribas Financial Markets
N/A—50,191-50,191-100%$2.3M———
Baird Financial Group, Inc.
N/A—45,809-45,809-100%$2.1M———
Moerus Capital Management LLC
N/A—41,318-41,318-100%$1.9M———
BNP Paribas
N/A—40,429-40,429-100%$1.8M———
Uniplan Investment Counsel, Inc.
N/A—39,585-39,585-100%$1.8M———
Capula Management Ltd
N/A—37,800-37,800-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—36,216-36,216-100%$1.6M———
Colonial Trust Co / SC
N/A—35,289-35,289-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—34,772-34,772-100%$1.6M———
Vanguard Personalized Indexing Management, LLC
N/A—34,163-34,163-100%$1.5M———
Bridges Investment Management Inc
N/A—31,588-31,588-100%$1.4M———
Capital Group Investment Management Pte. Ltd.
N/A—30,292-30,292-100%$1.4M———
Adalta Capital Management LLC
N/A—29,990-29,990-100%$1.3M———
Northwestern Mutual Wealth Management Co
N/A—29,686-29,686-100%$1.3M———
M&T Bank Corp
N/A—28,426-28,426-100%$1.3M———
Maridea Wealth Management LLC
N/A—28,364-28,364-100%$1.3M———
Voya Investment Management LLC
N/A—26,423-26,423-100%$1.2M———
Timber Creek Capital Management LLC
N/A—25,917-25,917-100%$1.2M———
Cannell & Spears LLC
N/A—25,582-25,582-100%$1.1M———
Moneta Group Investment Advisors LLC
N/A—25,503-25,503-100%$1.1M———
Mercer Global Advisors Inc
N/A—25,353-25,353-100%$1.1M———
Summit Trail Advisors, LLC
N/A—25,231-25,231-100%$1.1M———
Kentucky Retirement Systems
N/A—24,139-24,139-100%$1.1M———
AXQ Capital, LP
N/A—23,949-23,949-100%$1.1M———
Pathstone Holdings, LLC
N/A—23,792-23,792-100%$1.1M———
&partners
N/A—23,343-23,343-100%$1.0M———
Qube Research & Technologies Ltd
N/A—22,592-22,592-100%$1.0M———
Ancora Advisors LLCA
N/A—22,184-22,184-100%$995.0K———
Advisors Asset Management, Inc.
N/A—21,461-21,461-100%$962.5K———
Osaic Holdings, Inc.
N/A—21,061-21,061-100%$944.9K———
Sumitomo Life Insurance Co
N/A—20,921-20,921-100%$938.3K———
MetLife Investment Management, LLC
N/A—20,072-20,072-100%$900.2K———
Ensign Peak Advisors, Inc
N/A—20,069-20,069-100%$899.9K———
Greenland Capital Management LP
N/A—20,000-20,000-100%$897.0K———
Aviso Financial Inc.
N/A—19,805-19,805-100%$888.0K———
Marshall Wace, LLP
N/A—19,589-19,589-100%$878.6K———
Murchinson Ltd.
N/A—18,924-18,924-100%$848.7K———
Captrust Financial Advisors
N/A—18,202-18,202-100%$816.4K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—17,900-17,900-100%$802.8K———
Atlantic Union Bankshares Corp
N/A—17,026-17,026-100%$763.6K———
Frec Markets, Inc.
N/A—16,828-16,828-100%$754.7K———
Foundations Investment Advisors, LLC
N/A—16,112-16,112-100%$722.6K———
Gabelli Funds LLC
N/A—15,724-15,724-100%$705.2K———
EFG International AG
N/A—15,705-15,705-100%$704.3K———
Waverly Advisors, LLC
N/A—15,264-15,264-100%$684.6K———
Jain Global LLC
N/A—15,000-15,000-100%$673.1K———
Tower Research Capital LLC (TRC)
N/A—14,534-14,534-100%$651.9K———
2Xideas AG
N/A—14,441-14,441-100%$647.0K———
Blair William & Co
N/A—14,338-14,338-100%$643.0K———
Cresset Asset Management, LLC
N/A—14,139-14,139-100%$634.1K———
Principal Securities, Inc.
N/A—14,060-14,060-100%$630.6K———
Private Advisor Group, LLC
N/A—13,918-13,918-100%$624.2K———
Twin Tree Management, LP
N/A—13,021-13,021-100%$584.0K———
CIBC Bancorp USA Inc.
N/A—13,014-13,014-100%$665.0K———
Needham Investment Management LLC
N/A—12,570-12,570-100%$563.7K———
United Capital Financial Advisors, LLC
N/A—12,417-12,417-100%$556.9K———
Taylor Hoffman Capital Management LLC
N/A—11,909-11,909-100%$534.1K———
MML Investors Services, LLC
N/A—11,819-11,819-100%$530.1K———
Purpose Unlimited Inc.
N/A—11,726-11,726-100%$529.4K———
Stamos Capital Partners, L.P.
N/A—11,545-11,545-100%$517.8K———
Royal London Asset Management LTD
N/A—11,492-11,492-100%$515.4K———
BTG Pactual Asset Management US LLC
N/A—11,373-11,373-100%$510.1K———
Centiva Capital, LP
N/A—11,352-11,352-100%$509.1K———
Gilbert & Cook, Inc.
N/A—11,166-11,166-100%$500.8K———
Gotham Asset Management, LLC
N/A—11,025-11,025-100%$494.5K———
Denali Advisors LLC
N/A—10,700-10,700-100%$479.9K———
Bank of Nova Scotia Trust Co
N/A—10,292-10,292-100%$461.6K———
Sanctuary Advisors, LLC
N/A—10,205-10,205-100%$457.7K———
Kentucky Retirement Systems Insurance Trust Fund
N/A—10,017-10,017-100%$449.3K———
Arax Advisory Partners
N/A—9,933-9,933-100%$445.5K———
Summit Financial, LLC
N/A—9,928-9,928-100%$445.3K———
Integrated Wealth Concepts LLC
N/A—9,816-9,816-100%$440.2K———
Laird Norton Wetherby Trust Company, LLC
N/A—9,725-9,725-100%$436.2K———
Curi Capital, LLC
N/A—8,953-8,953-100%$401.5K———
Virtu Financial LLC
N/A—8,771-8,771-100%$393.0K———
Brown Brothers Harriman & Co
N/A—8,514-8,514-100%$381.9K———
K.J. Harrison & Partners Inc
N/A—8,363-8,363-100%$374.4K———
Advisory Services Network, LLC
N/A—8,039-8,039-100%$360.5K———
Ballentine Partners, LLC
N/A—8,020-8,020-100%$359.7K———
Corient IA LP
N/A—7,990-7,990-100%$358.4K———
Prudential Financial Inc
N/A—7,615-7,615-100%$341.5K———
Canal Capital Management, LLC
N/A—7,521-7,521-100%$337.3K———
Mutual Advisors, LLC
N/A—7,486-7,486-100%$335.8K———
Arkadios Wealth Advisors
N/A—7,481-7,481-100%$335.5K———
Capital Advisors Inc
N/A—7,167-7,167-100%$321.4K———
Proficio Capital Partners LLC
N/A—7,148-7,148-100%$320.6K———
Callan Family Office, LLC
N/A—7,055-7,055-100%$316.4K———
Credit Agricole S A
N/A—6,892-6,892-100%$309.1K———
Calydon Capital
N/A—6,650-6,650-100%$298.3K———
Aster Capital Management (Difc) Ltd
N/A—6,390-6,390-100%$286.6K———
Huntington National Bank
N/A—6,016-6,016-100%$269.8K———
Berkshire Asset Management LLC
N/A—5,975-5,975-100%$268.0K———
Stratos Wealth Partners, Ltd.
N/A—5,932-5,932-100%$266.1K———
Whetstone Capital Advisors, LLC
N/A—5,721-5,721-100%$256.6K———
PFG Investments, LLC
N/A—5,698-5,698-100%$255.6K———
GoodHaven Capital Management, LLC
N/A—5,673-5,673-100%$254.4K———
Venturi Wealth Management, LLC
N/A—5,655-5,655-100%$253.6K———
Osmosis Investment Management UK Ltd
N/A—5,607-5,607-100%$251.4K———
Fiduciary Trust Co
N/A—5,517-5,517-100%$247.4K———
Vestmark Advisory Solutions, Inc.
N/A—5,441-5,441-100%$244.0K———
California State Teachers Retirement System
N/A—5,349-5,349-100%$239.9K———
NewEdge Wealth, LLC
N/A—5,266-5,266-100%$236.2K———
FOX RUN Management, L.L.C.
N/A—5,247-5,247-100%$235.3K———
Intellectus Partners, LLC
N/A—5,200-5,200-100%$233.2K———
Round Rock Advisors LLC
N/A—5,153-5,153-100%$231.1K———
Magnetar Financial LLC
N/A—5,081-5,081-100%$227.9K———
Silvercrest Asset Management Group LLC
N/A—5,037-5,037-100%$225.9K———
Strategic Wealth Partners, Ltd.
N/A—4,936-4,936-100%$221.4K———
Commerce Bank
N/A—4,933-4,933-100%$221.2K———
Wealthspire Advisors, LLC
N/A—4,919-4,919-100%$220.6K———
Cary Street Partners Investment Advisory LLC
N/A—4,762-4,762-100%$213.6K———
Victory Capital Management Inc
N/A—4,749-4,749-100%$213.0K———
IEQ Capital, LLC
N/A—4,721-4,721-100%$211.7K———
Westerkirk Capital Inc.
N/A—4,300-4,300-100%$192.9K———
Public Employees Retirement Association of Colorado
N/A—2,606-2,606-100%$117.0K———
Smartleaf Asset Management LLC
N/A—2,199-2,199-100%$96.8K———
Rothschild Investment LLC
N/A—1,870-1,870-100%$83.9K———
Global Retirement Partners, LLC
N/A—1,782-1,782-100%$79.9K———
Anchor Investment Management, LLC
N/A—1,577-1,577-100%$70.7K———
HM Payson & Co
N/A—1,299-1,299-100%$58.3K———
BFC Planning, Inc.
N/A—1,117-1,117-100%$50.1K———
Bartlett & Co. Wealth Management LLC
N/A—1,035-1,035-100%$46.4K———
Hillsdale Investment Management Inc.
N/A—900-900-100%$40.3K———
PIN OAK Investment Advisors Inc
N/A—893-893-100%$40.0K———
Allied Private Wealth LLC
N/A—883-883-100%$40.2K———
ST Germain D J Co Inc
N/A—849-849-100%$38.1K———
NewEdge Advisors, LLC
N/A—848-848-100%$38.0K———
Cary Street Partners Financial LLC
N/A—804-804-100%$36.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—778-778-100%$34.9K———
LOM Asset Management Ltd
N/A—750-750-100%$47.7K———
Banque Transatlantique SA
N/A—600-600-100%$26.9K———
Truvestments Capital LLC
N/A—587-587-100%$26.3K———
SHP Wealth Management
N/A—459-459-100%$20.6K———
Neo Ivy Capital Management
N/A—454-454-100%$20.4K———
Wellington-Altus USA Inc.
N/A—405-405-100%$18.0K———
Continuum Advisory, LLC
N/A—405-405-100%$18.2K———
Basecamp Wealth Advisors LLC
N/A—392-392-100%$17.6K———
Silicon Valley Capital Partners
N/A—384-384-100%$17.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—348-348-100%$15.6K———
GW&K Investment Management, LLC
N/A—336-336-100%$15.0K———
LRI Investments, LLC
N/A—291-291-100%$13.1K———
Raffa Wealth Management, LLC
N/A—235-235-100%$10.5K———
Walleye Capital LLC
N/A—217-217-100%$9.7K———
Transamerica Financial Advisors, LLC
N/A—192-192-100%$8.6K———
Delta Asset Management LLC
N/A—190-190-100%$8.5K———
Cornerstone Financial Management LLC
N/A—167-167-100%$7.5K———
Kemnay Advisory Services Inc.
N/A—166-166-100%$7.4K———
CVA Family Office, LLC
N/A—132-132-100%$5.9K———
Prestige Wealth Management Group LLC
N/A—106-106-100%$4.8K———
Bravera Wealth
N/A—81-81-100%$3.6K———
Optiver Holding B.V.
N/A—80-80-100%$3.6K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—76-76-100%$3.4K———
Keating Financial Advisory Services, Inc.
N/A—72-72-100%$3.2K———
VSM Wealth Advisory, LLC
N/A—48-48-100%$2.2K———
Johnson Financial Group, Inc.
N/A—45-45-100%$2.0K———
JPL Wealth Management, LLC
N/A—40-40-100%$1.8K———
Fiduciary Financial Advisors
N/A—38-38-100%$1.6K———
McMillan Office, Inc.
N/A—19-19-100%$852———
Horizon Investments, LLC
N/A—18-18-100%$807———
Private Wealth Asset Management, LLC
N/A—18-18-100%$807———
Ameriflex Group, Inc.
N/A—10-10-100%$449———
Aventura Private Wealth, LLC
N/A—7-7-100%$314———
Marshall Investment Management, LLC
N/A—4-4-100%$179———
Godfrey Financial Associates, Inc.
N/A—4-4-100%$179———
Mcguire Capital Advisors Inc
N/A—1-1-100%$45———
Showing 662 of 662 institutions