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Brown-Forman Corp (BF/A)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Lindsell Train Ltd
DECREASED
Shares1,941,817 from 2,134,789
Change-192,972 (-9%)
Value$52.1M (-$6.3M)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares990,512 from 907,216
Change+83,296 (+9%)
Value$26.6M (+$1.7M)
Filed 2026-11-06
Markel Group Inc.
UNCHANGED
Shares843,000 from 843,000
Change0 (0%)
Value$22.6M (-$446.8K)
Filed 2026-10-30
Dimensional Fund Advisors LP
INCREASED
Shares790,246 from 646,521
Change+143,725 (+22%)
Value$21.2M (+$3.5M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares606,226 from 607,448
Change-1,222 (0%)
Value$16.3M (-$354.7K)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares502,991 from 503,341
Change-350 (0%)
Value$13.5M (-$276.2K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares275,958 from 276,464
Change-506 (0%)
Value$7.4M (-$160.1K)
Filed 2026-11-06
Grace & White Inc
UNCHANGED
Shares110,355 from 110,355
Change0 (0%)
Value$3.0M (-$58.5K)
Filed 2026-10-23
Harvey Investment Co LLC
UNCHANGED
Shares85,524 from 85,524
Change0 (0%)
Value$2.3K (-$2.3M)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares66,500 from 66,500
Change0 (0%)
Value$1.8M (-$35.2K)
Filed 2026-11-05
Rudd Co d/b/a Styre Wealth
NEW
Shares64,101
Change+64,101
Value$1.9M
Filed 2026-10-29
Ethic Inc.
DECREASED
Shares46,938 from 49,237
Change-2,299 (-5%)
Value$1.3M (-$87.8K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares45,400 from 45,400
Change0 (0%)
Value$1.2M (-$24.1K)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
NEW
Shares40,500
Change+40,500
Value$1.1M
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares32,400 from 30,100
Change+2,300 (+8%)
Value$869.3K (+$45.8K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares32,300 from 32,300
Change0 (0%)
Value$866.6K (-$17.1K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares29,367 from 24,089
Change+5,278 (+22%)
Value$787.9K (+$128.8K)
Filed 2026-11-02
Bessemer Group Inc
UNCHANGED
Shares25,952 from 25,952
Change0 (0%)
Value$696 (-$709.3K)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares22,989 from 18,675
Change+4,314 (+23%)
Value$616.8K (+$105.8K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares21,544 from 23,534
Change-1,990 (-8%)
Value$578.0K (-$65.9K)
Filed 2026-11-05
Kennon-Green & Company, LLC
INCREASED
Shares21,135 from 16,394
Change+4,741 (+29%)
Value$567.1K (+$118.5K)
Filed 2026-10-05
Atlas Brown,Inc.
UNCHANGED
Shares20,351 from 20,351
Change0 (0%)
Value$546.0K (-$10.8K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
INCREASED
Shares20,134 from 20,094
Change+40 (+0%)
Value$540.2K (-$9.6K)
Filed 2026-11-04
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares20,111 from 20,111
Change0 (0%)
Value$539.6K (-$10.7K)
Filed 2026-11-09
HUB Investment Partners, LLC
DECREASED
Shares18,566 from 20,125
Change-1,559 (-8%)
Value$498.1K (-$52.5K)
Filed 2026-11-03
Parthenon LLC
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$488.3K (-$9.6K)
Filed 2026-10-22
Private Trust Co NA
UNCHANGED
Shares18,047 from 18,047
Change0 (0%)
Value$484.2K (-$9.6K)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares14,325 from 22,427
Change-8,102 (-36%)
Value$384.3K (-$234.5K)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares12,762 from 7,660
Change+5,102 (+67%)
Value$342.4K (+$132.8K)
Filed 2026-11-06
Cherokee Insurance Co
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$322.0K (-$6.4K)
Filed 2026-11-05
Amundi
DECREASED
Shares11,695 from 13,264
Change-1,569 (-12%)
Value$313.8K (-$49.1K)
Filed 2026-11-06
Arizona State Retirement System
DECREASED
Shares10,915 from 11,619
Change-704 (-6%)
Value$292.8K (-$25.0K)
Filed 2026-11-03
Barlow Wealth Partners, LLC
UNCHANGED
Shares10,769 from 10,769
Change0 (0%)
Value$289.7K (+$5.8K)
Filed 2026-10-15
Tobam
DECREASED
Shares10,432 from 12,298
Change-1,866 (-15%)
Value$280 (-$335.7K)
Filed 2026-11-03
Sippican Capital Advisors
DECREASED
Shares10,142 from 11,292
Change-1,150 (-10%)
Value$272.1K (-$36.8K)
Filed 2026-10-23
KPP Advisory Services LLC
INCREASED
Shares10,028 from 9,992
Change+36 (+0%)
Value$269.1K (-$4.3K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW
Shares9,580
Change+9,580
Value$259.3K
Filed 2026-10-13
Keybank National Association
INCREASED
Shares9,255 from 8,929
Change+326 (+4%)
Value$248.3K (+$4.0K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares9,249 from 8,605
Change+644 (+7%)
Value$248.1K (+$12.7K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares8,748 from 6,323
Change+2,425 (+38%)
Value$234.7K (+$61.7K)
Filed 2026-10-08
Pictet Asset Management Holding SA
DECREASED
Shares8,076 from 9,281
Change-1,205 (-13%)
Value$216.7K (-$37.2K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares7,985 from 7,998
Change-13 (0%)
Value$214.2K (-$4.6K)
Filed 2026-11-05
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares7,683 from 7,683
Change0 (0%)
Value$206.1K (-$4.1K)
Filed 2026-11-02
Boit C F David
NEW
Shares6,160
Change+6,160
Value$165.3K
Filed 2026-10-29
Independence Bank of Kentucky
UNCHANGED
Shares5,828 from 5,828
Change0 (0%)
Value$156.4K (-$3.1K)
Filed 2026-10-26
Russell Investments Group, Ltd.
DECREASED
Shares5,118 from 6,782
Change-1,664 (-25%)
Value$137.3K (-$48.2K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares4,174 from 4,649
Change-475 (-10%)
Value$112.0K (-$15.2K)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares2,385 from 2,061
Change+324 (+16%)
Value$64.0K (+$7.6K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
INCREASED
Shares2,130 from 2,070
Change+60 (+3%)
Value$57.1K (+$511)
Filed 2026-11-04
Barrett & Company, Inc.
NEW
Shares2,110
Change+2,110
Value$56.6K
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares2,099 from 2,098
Change+1 (+0%)
Value$56.3K (-$1.1K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares2,037 from 2,871
Change-834 (-29%)
Value$55.2K (-$24.0K)
Filed 2026-10-20
Nykredit A/S
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$45.3K (-$894)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$42.8K (-$844)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$41.3K (-$816)
Filed 2026-10-05
Quent Capital, LLC
INCREASED
Shares1,385 from 455
Change+930 (+204%)
Value$43.6K (+$31.1K)
Filed 2026-11-09
Sterling Capital Management LLC
DECREASED
Shares1,228 from 1,293
Change-65 (-5%)
Value$32.9K (-$2.4K)
Filed 2026-10-22
Versant Capital Management, Inc
DECREASED
Shares1,106 from 1,644
Change-538 (-33%)
Value$29.7K (-$15.3K)
Filed 2026-10-02
Zions Bancorporation, National Association
INCREASED
Shares1,026 from 939
Change+87 (+9%)
Value$27.5K (+$1.8K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$24.1K (-$477)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares820 from 543
Change+277 (+51%)
Value$22.0K (+$7.1K)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$17.7K (-$349)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$15.9K (-$314)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares590 from 906
Change-316 (-35%)
Value$15.8K (-$9.0K)
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares561 from 557
Change+4 (+1%)
Value$15.1K (-$170)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$13.4K (-$265)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares488 from 188
Change+300 (+160%)
Value$13.1K (+$7.9K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares460 from 537
Change-77 (-14%)
Value$12.3K (-$2.4K)
Filed 2026-10-07
Allworth Financial LP
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$12.6K ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares435
Change+435
Value$11.7K
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares334 from 314
Change+20 (+6%)
Value$9.0K (+$370)
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$8.2K (-$162)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares266 from 185
Change+81 (+44%)
Value$7.1K (+$2.1K)
Filed 2026-10-05
AlphaCore Capital LLC
INCREASED
Shares254 from 48
Change+206 (+429%)
Value$6.9K (+$5.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares225 from 119
Change+106 (+89%)
Value$6.0K (+$2.8K)
Filed 2026-10-08
Essential Partners LLC
INCREASED
Shares189 from 60
Change+129 (+215%)
Value$5.1K (+$3.4K)
Filed 2026-10-14
Bokf, NA
NEW
Shares174
Change+174
Value$4.7K
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares145 from 174
Change-29 (-17%)
Value$3.9K (-$870)
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$3.2K (-$63)
Filed 2026-11-02
Clearstead Trust, LLC
DECREASED
Shares116 from 172
Change-56 (-33%)
Value$3.1K (-$1.6K)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares87 from 67
Change+20 (+30%)
Value$2.3K (+$501)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares69 from 63
Change+6 (+10%)
Value$1.9K (+$127)
Filed 2026-10-14
Manchester Capital Management LLC
DECREASED
Shares56 from 87
Change-31 (-36%)
Value$1.5K (-$878)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares55 from 11
Change+44 (+400%)
Value$1.5K (+$1.2K)
Filed 2026-11-03
Activest Wealth Management
INCREASED
Shares49 from 40
Change+9 (+23%)
Value$1.3K (+$221)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares47 from 152
Change-105 (-69%)
Value$1.3K (-$2.9K)
Filed 2026-10-27
Darwin Wealth Management, LLC
NEW
Shares45
Change+45
Value$1.2K
Filed 2026-11-09
Creative Capital Management Investments LLC
INCREASED
Shares42 from 29
Change+13 (+45%)
Value$1.1K (+$334)
Filed 2026-10-28
Parkside Financial Bank & Trust
DECREASED
Shares39 from 128
Change-89 (-70%)
Value$1.0K (-$2.5K)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares36
Change+36
Value$969
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares24
Change+24
Value$644
Filed 2026-10-30
Bay Harbor Wealth Management, LLC
INCREASED
Shares24 from 23
Change+1 (+4%)
Value$649 (+$14)
Filed 2026-11-03
Clearstead Advisors, LLC
DECREASED
Shares22 from 134
Change-112 (-84%)
Value$591 (-$3.1K)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
DECREASED
Shares22 from 23
Change-1 (-4%)
Value$591 (-$39)
Filed 2026-10-16
UMB Bank, n.a.
INCREASED
Shares20 from 12
Change+8 (+67%)
Value$537 (+$209)
Filed 2026-11-06
FNY Investment Advisers, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$0 ($0)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$483 (-$9)
Filed 2026-10-28
James T. Borello RIA
DECREASED
Shares17 from 45
Change-28 (-62%)
Value$456 (-$775)
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares16
Change+16
Value$429
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares14 from 21
Change-7 (-33%)
Value$376 (-$199)
Filed 2026-10-16
Harbour Investments, Inc.
DECREASED
Shares13 from 234
Change-221 (-94%)
Value$349 (-$6.1K)
Filed 2026-11-09
MV Capital Management, Inc.
INCREASED
Shares12 from 9
Change+3 (+33%)
Value$322 (+$75)
Filed 2026-10-29
Elyxium Wealth, LLC
NEW
Shares8
Change+8
Value$215
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$215 (-$4)
Filed 2026-10-13
DecisionPoint Financial, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$107 (+$27)
Filed 2026-10-27
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$54
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$27 (-$1)
Filed 2026-10-15
Kessler Investment Group, LLC
CLOSED
Shares0 from 218,128
Change-218,128 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-08
Squarepoint Ops LLC
CLOSED
Shares0 from 12,482
Change-12,482 (-100%)
Value$0 (-$341.5K)
Filed 2026-11-09
Machina Capital S.A.S.
CLOSED
Shares0 from 8,311
Change-8,311 (-100%)
Value$0 (-$227.4K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 6,295
Change-6,295 (-100%)
Value$0 (-$173.7K)
Filed 2026-10-28
Covestor Ltd
CLOSED
Shares0 from 1,817
Change-1,817 (-100%)
Value$0 (-$50.0K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-23
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Hughes Financial Services, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$27)
Filed 2026-10-30
Vanguard Portfolio Management LLC
N/A
Shares— from 1,987,801
Change-1,987,801 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,624,856
Change-1,624,856 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 1,597,815
Change-1,597,815 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,355,696
Change-1,355,696 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 901,100
Change-901,100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 349,154
Change-349,154 (-100%)
Value—
Slotnik Capital, LLC
N/A
Shares— from 333,689
Change-333,689 (-100%)
Value—
Norges Bank
N/A
Shares— from 288,879
Change-288,879 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 276,955
Change-276,955 (-100%)
Value—
State Street Corp
N/A
Shares— from 206,800
Change-206,800 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 202,148
Change-202,148 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 169,792
Change-169,792 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 166,350
Change-166,350 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 150,002
Change-150,002 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 103,520
Change-103,520 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 102,784
Change-102,784 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 95,365
Change-95,365 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 92,861
Change-92,861 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 89,584
Change-89,584 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 84,500
Change-84,500 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 81,679
Change-81,679 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 77,361
Change-77,361 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 74,013
Change-74,013 (-100%)
Value—
UBS Group AG
N/A
Shares— from 71,553
Change-71,553 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 71,262
Change-71,262 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 68,534
Change-68,534 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 59,805
Change-59,805 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 58,978
Change-58,978 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 58,076
Change-58,076 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 55,359
Change-55,359 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 55,245
Change-55,245 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 48,121
Change-48,121 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,741
Change-46,741 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 46,415
Change-46,415 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,875
Change-44,875 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 44,570
Change-44,570 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 44,350
Change-44,350 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 40,692
Change-40,692 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 40,610
Change-40,610 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 39,271
Change-39,271 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 36,358
Change-36,358 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 35,172
Change-35,172 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 32,250
Change-32,250 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 32,236
Change-32,236 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 31,488
Change-31,488 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 27,135
Change-27,135 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 26,567
Change-26,567 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 26,462
Change-26,462 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 26,222
Change-26,222 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,366
Change-25,366 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,193
Change-23,193 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 21,595
Change-21,595 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,408
Change-20,408 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 19,575
Change-19,575 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 18,754
Change-18,754 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 18,739
Change-18,739 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 18,583
Change-18,583 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 18,306
Change-18,306 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,271
Change-16,271 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,750
Change-14,750 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14,180
Change-14,180 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 12,656
Change-12,656 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,565
Change-12,565 (-100%)
Value—
Ossiam
N/A
Shares— from 12,322
Change-12,322 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,993
Change-9,993 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 9,659
Change-9,659 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 724
Change-724 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 708
Change-708 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
Blair William & Co
N/A
Shares— from 355
Change-355 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 336
Change-336 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46
Change-46 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Lindsell Train Ltd
DECREASED1,941,8172,134,789-192,972-9%$58.4M$52.1M-$6.3M2026-11-02
Geode Capital Management, LLC
INCREASED990,512907,216+83,296+9%$24.8M$26.6M+$1.7M2026-11-06
Markel Group Inc.
UNCHANGED843,000843,00000%$23.1M$22.6M-$446.8K2026-10-30
Dimensional Fund Advisors LP
INCREASED790,246646,521+143,725+22%$17.7M$21.2M+$3.5M2026-11-04
Bank of New York Mellon Corp
DECREASED606,226607,448-1,2220%$16.6M$16.3M-$354.7K2026-11-05
Glenview Trust Co
DECREASED502,991503,341-3500%$13.8M$13.5M-$276.2K2026-10-28
PNC Financial Services Group, Inc.
DECREASED275,958276,464-5060%$7.6M$7.4M-$160.1K2026-11-06
Grace & White Inc
UNCHANGED110,355110,35500%$3.0M$3.0M-$58.5K2026-10-23
Harvey Investment Co LLC
UNCHANGED85,52485,52400%$2.3M$2.3K-$2.3M2026-10-20
King Luther Capital Management Corp
UNCHANGED66,50066,50000%$1.8M$1.8M-$35.2K2026-11-05
Rudd Co d/b/a Styre Wealth
NEW64,101—+64,101——$1.9M—2026-10-29
Ethic Inc.
DECREASED46,93849,237-2,299-5%$1.3M$1.3M-$87.8K2026-11-03
TCV Trust & Wealth Management, Inc.
UNCHANGED45,40045,40000%$1.2M$1.2M-$24.1K2026-10-16
State of New Jersey Common Pension Fund D
NEW40,500—+40,500——$1.1M—2026-11-05
Boston Trust Walden Corp
INCREASED32,40030,100+2,300+8%$823.5K$869.3K+$45.8K2026-10-30
Williams Jones Wealth Management, Llc.
UNCHANGED32,30032,30000%$883.7K$866.6K-$17.1K2026-11-05
Commonwealth Equity Services, LLC
INCREASED29,36724,089+5,278+22%$659.1K$787.9K+$128.8K2026-11-02
Bessemer Group Inc
UNCHANGED25,95225,95200%$710.0K$696-$709.3K2026-11-09
LPL Financial LLC
INCREASED22,98918,675+4,314+23%$511.0K$616.8K+$105.8K2026-11-06
US Bancorp \de\
DECREASED21,54423,534-1,990-8%$643.9K$578.0K-$65.9K2026-11-05
Kennon-Green & Company, LLC
INCREASED21,13516,394+4,741+29%$448.5K$567.1K+$118.5K2026-10-05
Atlas Brown,Inc.
UNCHANGED20,35120,35100%$556.8K$546.0K-$10.8K2026-10-09
Daymark Wealth Partners, LLC
INCREASED20,13420,094+40+0%$549.8K$540.2K-$9.6K2026-11-04
Police & Firemen's Retirement System of New Jersey
UNCHANGED20,11120,11100%$550.2K$539.6K-$10.7K2026-11-09
HUB Investment Partners, LLC
DECREASED18,56620,125-1,559-8%$550.6K$498.1K-$52.5K2026-11-03
Parthenon LLC
UNCHANGED18,20018,20000%$498.0K$488.3K-$9.6K2026-10-22
Private Trust Co NA
UNCHANGED18,04718,04700%$493.8K$484.2K-$9.6K2026-10-20
Lido Advisors, LLC
DECREASED14,32522,427-8,102-36%$618.8K$384.3K-$234.5K2026-11-04
Deutsche Bank Ag\
INCREASED12,7627,660+5,102+67%$209.6K$342.4K+$132.8K2026-11-06
Cherokee Insurance Co
UNCHANGED12,00012,00000%$328.3K$322.0K-$6.4K2026-11-05
Amundi
DECREASED11,69513,264-1,569-12%$362.9K$313.8K-$49.1K2026-11-06
Arizona State Retirement System
DECREASED10,91511,619-704-6%$317.9K$292.8K-$25.0K2026-11-03
Barlow Wealth Partners, LLC
UNCHANGED10,76910,76900%$283.9K$289.7K+$5.8K2026-10-15
Tobam
DECREASED10,43212,298-1,866-15%$336.0K$280-$335.7K2026-11-03
Sippican Capital Advisors
DECREASED10,14211,292-1,150-10%$308.9K$272.1K-$36.8K2026-10-23
KPP Advisory Services LLC
INCREASED10,0289,992+36+0%$273.4K$269.1K-$4.3K2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW9,580—+9,580——$259.3K—2026-10-13
Keybank National Association
INCREASED9,2558,929+326+4%$244.3K$248.3K+$4.0K2026-11-04
Creative Planning
INCREASED9,2498,605+644+7%$235.4K$248.1K+$12.7K2026-11-02
Gamma Investing LLC
INCREASED8,7486,323+2,425+38%$173.0K$234.7K+$61.7K2026-10-08
Pictet Asset Management Holding SA
DECREASED8,0769,281-1,205-13%$253.9K$216.7K-$37.2K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED7,9857,998-130%$218.8K$214.2K-$4.6K2026-11-05
Legacy Financial Independent Advisors LLC
UNCHANGED7,6837,68300%$210.2K$206.1K-$4.1K2026-11-02
Boit C F David
NEW6,160—+6,160——$165.3K—2026-10-29
Independence Bank of Kentucky
UNCHANGED5,8285,82800%$159.5K$156.4K-$3.1K2026-10-26
Russell Investments Group, Ltd.
DECREASED5,1186,782-1,664-25%$185.6K$137.3K-$48.2K2026-11-06
Citigroup Inc
DECREASED4,1744,649-475-10%$127.2K$112.0K-$15.2K2026-11-04
Bank of Montreal
INCREASED2,3852,061+324+16%$56.4K$64.0K+$7.6K2026-11-09
EverSource Wealth Advisors, LLC
INCREASED2,1302,070+60+3%$56.6K$57.1K+$5112026-11-04
Barrett & Company, Inc.
NEW2,110—+2,110——$56.6K—2026-10-22
Fifth Third Bancorp
INCREASED2,0992,098+1+0%$57.4K$56.3K-$1.1K2026-11-05
Nisa Investment Advisors, LLC
DECREASED2,0372,871-834-29%$79.2K$55.2K-$24.0K2026-10-20
Nykredit A/S
UNCHANGED1,6871,68700%$46.2K$45.3K-$8942026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,5951,59500%$43.6K$42.8K-$8442026-10-23
Eastern Bank
UNCHANGED1,5401,54000%$42.1K$41.3K-$8162026-10-05
Quent Capital, LLC
INCREASED1,385455+930+204%$12.4K$43.6K+$31.1K2026-11-09
Sterling Capital Management LLC
DECREASED1,2281,293-65-5%$35.4K$32.9K-$2.4K2026-10-22
Versant Capital Management, Inc
DECREASED1,1061,644-538-33%$45.0K$29.7K-$15.3K2026-10-02
Zions Bancorporation, National Association
INCREASED1,026939+87+9%$25.7K$27.5K+$1.8K2026-11-06
Trust Co of Vermont
UNCHANGED90090000%$24.6K$24.1K-$4772026-10-21
Barclays PLC
INCREASED820543+277+51%$14.9K$22.0K+$7.1K2026-11-06
Lanark Financial, Inc.
UNCHANGED66166100%$18.1K$17.7K-$3492026-10-26
Jnba Financial Advisors
UNCHANGED59159100%$16.2K$15.9K-$3142026-11-03
Strs Ohio
DECREASED590906-316-35%$24.8K$15.8K-$9.0K2026-10-30
Gleason Group, Inc.
INCREASED561557+4+1%$15.2K$15.1K-$1702026-10-15
Financial Perspectives, Inc
UNCHANGED50050000%$13.7K$13.4K-$2652026-11-03
Larson Financial Group LLC
INCREASED488188+300+160%$5.1K$13.1K+$7.9K2026-11-05
Elevation Wealth Partners, LLC
DECREASED460537-77-14%$14.7K$12.3K-$2.4K2026-10-07
Allworth Financial LP
UNCHANGED46046000%$12.6K$12.6K$02026-11-06
Root Financial Partners, LLC
NEW435—+435——$11.7K—2026-10-21
Assetmark, Inc
INCREASED334314+20+6%$8.6K$9.0K+$3702026-10-21
Caldwell Trust Co
UNCHANGED30530500%$8.3K$8.2K-$1622026-10-30
MassMutual Private Wealth & Trust, FSB
INCREASED266185+81+44%$5.1K$7.1K+$2.1K2026-10-05
AlphaCore Capital LLC
INCREASED25448+206+429%$1.3K$6.9K+$5.5K2026-11-04
Farther Finance Advisors, LLC
INCREASED225119+106+89%$3.3K$6.0K+$2.8K2026-10-08
Essential Partners LLC
INCREASED18960+129+215%$1.6K$5.1K+$3.4K2026-10-14
Bokf, NA
NEW174—+174——$4.7K—2026-10-27
Private Wealth Management Group, LLC
DECREASED145174-29-17%$4.8K$3.9K-$8702026-10-19
Golden State Wealth Management, LLC
UNCHANGED12012000%$3.3K$3.2K-$632026-11-02
Clearstead Trust, LLC
DECREASED116172-56-33%$4.7K$3.1K-$1.6K2026-11-06
SJS Investment Consulting Inc.
INCREASED8767+20+30%$1.8K$2.3K+$5012026-10-26
Fortitude Family Office, LLC
INCREASED6963+6+10%$1.7K$1.9K+$1272026-10-14
Manchester Capital Management LLC
DECREASED5687-31-36%$2.4K$1.5K-$8782026-10-22
Parallel Advisors, LLC
INCREASED5511+44+400%$301$1.5K+$1.2K2026-11-03
Activest Wealth Management
INCREASED4940+9+23%$1.1K$1.3K+$2212026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED47152-105-69%$4.2K$1.3K-$2.9K2026-10-27
Darwin Wealth Management, LLC
NEW45—+45——$1.2K—2026-11-09
Creative Capital Management Investments LLC
INCREASED4229+13+45%$793$1.1K+$3342026-10-28
Parkside Financial Bank & Trust
DECREASED39128-89-70%$3.5K$1.0K-$2.5K2026-10-27
Birch Financial Group, LLC
NEW36—+36——$969—2026-10-27
Provenance Wealth Advisors, LLC
NEW24—+24——$644—2026-10-30
Bay Harbor Wealth Management, LLC
INCREASED2423+1+4%$635$649+$142026-11-03
Clearstead Advisors, LLC
DECREASED22134-112-84%$3.7K$591-$3.1K2026-11-06
DiNuzzo Private Wealth, Inc.
DECREASED2223-1-4%$630$591-$392026-10-16
UMB Bank, n.a.
INCREASED2012+8+67%$328$537+$2092026-11-06
FNY Investment Advisers, LLC
UNCHANGED202000%$0$0$02026-10-16
Buck Wealth Strategies, LLC
UNCHANGED181800%$492$483-$92026-10-28
James T. Borello RIA
DECREASED1745-28-62%$1.2K$456-$7752026-10-16
Ascentis Wealth Management, LLC
NEW16—+16——$429—2026-11-03
IFP Advisors, Inc
DECREASED1421-7-33%$575$376-$1992026-10-16
Harbour Investments, Inc.
DECREASED13234-221-94%$6.4K$349-$6.1K2026-11-09
MV Capital Management, Inc.
INCREASED129+3+33%$247$322+$752026-10-29
Elyxium Wealth, LLC
NEW8—+8——$215—2026-10-27
True Wealth Design, LLC
UNCHANGED8800%$219$215-$42026-10-13
DecisionPoint Financial, LLC
INCREASED43+1+33%$80$107+$272026-10-27
Monetary Solutions, Ltd
NEW2—+2——$54—2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED1100%$28$27-$12026-10-15
Kessler Investment Group, LLC
CLOSED0218,128-218,128-100%$6.0M$0-$6.0M2026-10-08
Squarepoint Ops LLC
CLOSED012,482-12,482-100%$341.5K$0-$341.5K2026-11-09
Machina Capital S.A.S.
CLOSED08,311-8,311-100%$227.4K$0-$227.4K2026-11-05
J. Safra Sarasin Holding AG
CLOSED07,500-7,500-100%$205.3K$0-$205.3K2026-10-26
MCF Advisors LLC
CLOSED06,295-6,295-100%$173.7K$0-$173.7K2026-10-28
Covestor Ltd
CLOSED01,817-1,817-100%$50.0K$0-$50.0K2026-10-30
AdvisorNet Financial, Inc
CLOSED0171-171-100%$4.7K$0-$4.7K2026-10-15
Stone House Investment Management, LLC
CLOSED074-74-100%$2.0K$0-$2.0K2026-10-23
Navigoe, LLC
CLOSED03-3-100%$0$0$02026-11-04
Hughes Financial Services, LLC
CLOSED01-1-100%$27$0-$272026-10-30
Vanguard Portfolio Management LLC
N/A—1,987,801-1,987,801-100%$54.4M———
BlackRock, Inc.
N/A—1,624,856-1,624,856-100%$44.5M———
Gardner Russo & Quinn LLC
N/A—1,597,815-1,597,815-100%$43.7M———
Vanguard Capital Management LLC
N/A—1,355,696-1,355,696-100%$37.1M———
Gabelli Funds LLC
N/A—901,100-901,100-100%$24.7M———
Morgan Stanley
N/A—349,154-349,154-100%$9.6M———
Slotnik Capital, LLC
N/A—333,689-333,689-100%$9.1M———
Norges Bank
N/A—288,879-288,879-100%$7.9M———
Quantinno Capital Management LP
N/A—276,955-276,955-100%$7.6M———
State Street Corp
N/A—206,800-206,800-100%$5.7M———
Gamco Investors, Inc. ET AL
N/A—202,148-202,148-100%$5.5M———
Cerity Partners LLC
N/A—169,792-169,792-100%$4.6M———
Northern Trust Corp
N/A—166,350-166,350-100%$4.6M———
Baird Financial Group, Inc.
N/A—150,002-150,002-100%$4.1M———
AQR Capital Management LLC
N/A—103,520-103,520-100%$2.8M———
Goldman Sachs Group Inc
N/A—102,784-102,784-100%$2.8M———
Bronte Capital Management Pty Ltd.
N/A—95,365-95,365-100%$2.6M———
UBS Asset Management Americas LLC
N/A—92,861-92,861-100%$2.5M———
Stock Yards Bank & Trust Co
N/A—89,584-89,584-100%$2.5M———
Swiss National Bank
N/A—84,500-84,500-100%$2.3M———
First Trust Advisors LP
N/A—81,679-81,679-100%$2.2M———
Nuveen, LLC
N/A—77,361-77,361-100%$2.1M———
Brown Advisory Inc
N/A—74,013-74,013-100%$2.0M———
UBS Group AG
N/A—71,553-71,553-100%$2.0M———
HRT Financial LP
N/A—71,262-71,262-100%$1.9M———
Pitcairn Wealth Advisors LLC
N/A—68,534-68,534-100%$1.9M———
Vanguard Asset Management, Ltd
N/A—59,805-59,805-100%$1.6M———
Raymond James Financial Inc
N/A—58,978-58,978-100%$1.6M———
Renaissance Technologies LLC
N/A—58,076-58,076-100%$1.6M———
Mariner, LLC
N/A—55,359-55,359-100%$1.5M———
HighTower Advisors, LLC
N/A—55,245-55,245-100%$1.5M———
California State Teachers Retirement System
N/A—48,121-48,121-100%$1.3M———
Bank of America Corp
N/A—46,741-46,741-100%$1.3M———
Pathstone Holdings, LLC
N/A—46,415-46,415-100%$1.3M———
JPMorgan Chase & Co
N/A—44,875-44,875-100%$1.3M———
Rhumbline Advisers
N/A—44,570-44,570-100%$1.2M———
Occudo Quantitative Strategies LP
N/A—44,350-44,350-100%$1.2M———
Legal & General Group Plc
N/A—40,692-40,692-100%$1.1M———
Aristides Capital LLC
N/A—40,610-40,610-100%$1.1M———
Vanguard Fiduciary Trust Co
N/A—39,271-39,271-100%$1.1M———
Wells Fargo & Company
N/A—36,358-36,358-100%$994.7K———
Price T Rowe Associates Inc
N/A—36,000-36,000-100%$985.0K———
D. E. Shaw & Co., Inc.
N/A—35,172-35,172-100%$962.3K———
Schulhoff & Co Inc
N/A—32,250-32,250-100%$882.4K———
Neuberger Berman Group LLC
N/A—32,236-32,236-100%$882.0K———
Ameriprise Financial Inc
N/A—31,488-31,488-100%$861.8K———
Franklin Resources Inc
N/A—27,135-27,135-100%$742.4K———
Invesco Ltd.
N/A—26,567-26,567-100%$726.9K———
American Century Companies Inc
N/A—26,462-26,462-100%$724.0K———
Summit Trail Advisors, LLC
N/A—26,222-26,222-100%$717.4K———
Susquehanna International Group, LLP
N/A—25,366-25,366-100%$694.0K———
EP Wealth Advisors, LLC
N/A—23,193-23,193-100%$634.6K———
Schonfeld Strategic Advisors LLC
N/A—21,595-21,595-100%$590.8K———
FMR LLC
N/A—20,408-20,408-100%$558.4K———
State Board of Administration of Florida Retirement System
N/A—19,575-19,575-100%$535.6K———
Canada Life Assurance Co
N/A—18,754-18,754-100%$511.0K———
Vanguard Global Advisers, LLC
N/A—18,739-18,739-100%$512.7K———
XTX Topco Ltd
N/A—18,583-18,583-100%$508.4K———
Treasurer of the State of North Carolina
N/A—18,306-18,306-100%$501.0K———
New York State Common Retirement Fund
N/A—17,432-17,432-100%$476.9K———
Frec Markets, Inc.
N/A—16,460-16,460-100%$450.3K———
Mercer Global Advisors Inc
N/A—16,271-16,271-100%$445.2K———
CIBC World Market Inc.
N/A—14,750-14,750-100%$403.6K———
Jupiter Topco LLC
N/A—14,700-14,700-100%$401.1K———
Bartlett & Co. Wealth Management LLC
N/A—14,180-14,180-100%$391.2K———
1832 Asset Management L.P.
N/A—13,200-13,200-100%$361.2K———
Public Employees Retirement System of Ohio
N/A—12,656-12,656-100%$346.3K———
Marshall Wace, LLP
N/A—12,565-12,565-100%$343.8K———
Ossiam
N/A—12,322-12,322-100%$337.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—11,774-11,774-100%$322.1K———
Alliancebernstein L.P.
N/A—11,162-11,162-100%$299.0K———
Royal Bank of Canada
N/A—9,993-9,993-100%$273.0K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—9,659-9,659-100%$264.3K———
Brown Brothers Harriman & Co
N/A—9,140-9,140-100%$250.1K———
Caprock Group, LLC
N/A—8,900-8,900-100%$246.3K———
Focus Partners Wealth
N/A—8,562-8,562-100%$234.3K———
Savvy Advisors, Inc.
N/A—7,435-7,435-100%$203.4K———
Jones Financial Companies Lllp
N/A—4,607-4,607-100%$131.9K———
Crewe Advisors LLC
N/A—4,577-4,577-100%$125.4K———
Glenmede Trust Co NA
N/A—4,398-4,398-100%$120.3K———
Federation des caisses Desjardins du Quebec
N/A—3,465-3,465-100%$94.8K———
Canada Pension Plan Investment Board
N/A—2,564-2,564-100%$70.2K———
Steward Partners Investment Advisory, LLC
N/A—2,489-2,489-100%$68.1K———
BNP Paribas Financial Markets
N/A—2,433-2,433-100%$66.6K———
Osaic Holdings, Inc.
N/A—1,636-1,636-100%$44.8K———
Tower Research Capital LLC (TRC)
N/A—1,398-1,398-100%$38.3K———
BNP Paribas Asset Management Holding S.A.
N/A—1,239-1,239-100%$33.9K———
Arax Advisory Partners
N/A—1,149-1,149-100%$31.4K———
Evelyn Partners Group Ltd
N/A—1,110-1,110-100%$30.4K———
Rothschild Investment LLC
N/A—876-876-100%$24.0K———
Huntington National Bank
N/A—724-724-100%$19.8K———
SHP Wealth Management
N/A—708-708-100%$19.4K———
MetLife Investment Management, LLC
N/A—701-701-100%$19.2K———
Northwestern Mutual Wealth Management Co
N/A—400-400-100%$10.9K———
Blair William & Co
N/A—355-355-100%$9.7K———
Rockefeller Capital Management L.P.
N/A—336-336-100%$9.2K———
CVA Family Office, LLC
N/A—112-112-100%$3.1K———
JPL Wealth Management, LLC
N/A—110-110-100%$3.0K———
Bruce G. Allen Investments, LLC
N/A—70-70-100%$1.9K———
Global Retirement Partners, LLC
N/A—60-60-100%$1.6K———
Fiduciary Financial Advisors
N/A—46-46-100%$1.2K———
Raffa Wealth Management, LLC
N/A—44-44-100%$1.2K———
Keating Financial Advisory Services, Inc.
N/A—44-44-100%$1.2K———
HFM Investment Advisors, LLC
N/A—14-14-100%$384———
Transamerica Financial Advisors, LLC
N/A—11-11-100%$303———
Rialto Wealth Management, LLC
N/A—10-10-100%$274———
LRI Investments, LLC
N/A—7-7-100%$192———
Showing 224 of 224 institutions