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Caci International Inc (CACI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares512,581 from 475,298
Change+37,283 (+8%)
Value$312.2M (+$92.0M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares449,081 from 454,349
Change-5,268 (-1%)
Value$273.6M (+$63.1M)
Filed 2026-11-06
Mawer Investment Management Ltd.
DECREASED
Shares181,988 from 224,720
Change-42,732 (-19%)
Value$110.9M (+$6.7M)
Filed 2026-11-06
Eulav Asset Management
DECREASED
Shares162,214 from 176,200
Change-13,986 (-8%)
Value$98.8M (+$17.2M)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares135,120 from 142,038
Change-6,918 (-5%)
Value$82.3M (+$16.5M)
Filed 2026-11-05
Blue Grotto Capital, LLC
DECREASED
Shares117,538 from 170,734
Change-53,196 (-31%)
Value$71.6M (-$7.5M)
Filed 2026-11-04
Perpetual Ltd
DECREASED
Shares95,501 from 101,912
Change-6,411 (-6%)
Value$58.2M (+$11.0M)
Filed 2026-10-13
Grandfield & Dodd, LLC
INCREASED
Shares87,402 from 86,865
Change+537 (+1%)
Value$53.2M (+$13.0M)
Filed 2026-10-29
Creative Planning
DECREASED
Shares81,889 from 82,929
Change-1,040 (-1%)
Value$49.9M (+$11.5M)
Filed 2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares73,067 from 72,908
Change+159 (+0%)
Value$44.5M (+$10.7M)
Filed 2026-10-26
Provident Investment Management, Inc.
DECREASED
Shares69,764 from 85,168
Change-15,404 (-18%)
Value$42.5M (+$3.0M)
Filed 2026-10-23
Calamos Advisors LLC
INCREASED
Shares64,600 from 16,700
Change+47,900 (+287%)
Value$39.3M (+$31.6M)
Filed 2026-11-02
Private Capital Advisors, Inc.
DECREASED
Shares59,267 from 59,728
Change-461 (-1%)
Value$36.1M (+$8.4M)
Filed 2026-10-06
Fort Washington Investment Advisors Inc
DECREASED
Shares52,588 from 58,410
Change-5,822 (-10%)
Value$32.0M (+$5.0M)
Filed 2026-10-15
Principal Financial Group Inc
INCREASED
Shares50,744 from 50,154
Change+590 (+1%)
Value$30.9M (+$7.7M)
Filed 2026-11-02
Waters Parkerson & Co., LLC
INCREASED
Shares47,629 from 39,891
Change+7,738 (+19%)
Value$29.0M (+$10.5M)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares43,821 from 42,949
Change+872 (+2%)
Value$26.7M (+$6.8M)
Filed 2026-10-09
Romano Brothers and Company
DECREASED
Shares43,187 from 44,386
Change-1,199 (-3%)
Value$26.3M (+$5.7M)
Filed 2026-10-22
Leeward Investments, LLC - MA
DECREASED
Shares36,556 from 38,781
Change-2,225 (-6%)
Value$22.3M (+$4.3M)
Filed 2026-10-23
Retirement Systems of Alabama
DECREASED
Shares36,182 from 36,235
Change-53 (0%)
Value$22.0M (+$5.3M)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares33,129 from 25,503
Change+7,626 (+30%)
Value$20.2M (+$8.4M)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares29,506 from 8,045
Change+21,461 (+267%)
Value$18.0M (+$14.2M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares27,349 from 30,398
Change-3,049 (-10%)
Value$16.7M (+$2.6M)
Filed 2026-11-06
Conestoga Capital Advisors, LLC
DECREASED
Shares24,905 from 28,950
Change-4,045 (-14%)
Value$15.2M (+$1.8M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares23,057 from 22,072
Change+985 (+4%)
Value$14.0M (+$3.8M)
Filed 2026-11-06
Running Oak Capital LLC
INCREASED
Shares22,336 from 21,436
Change+900 (+4%)
Value$13.6M (+$3.7M)
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares22,093 from 21,801
Change+292 (+1%)
Value$13.5M (+$3.4M)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares21,055 from 21,364
Change-309 (-1%)
Value$12.8M (+$2.9M)
Filed 2026-10-23
EagleClaw Capital Managment, LLC
DECREASED
Shares20,860 from 21,270
Change-410 (-2%)
Value$12.7M (+$2.9M)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED
Shares20,052 from 20,114
Change-62 (0%)
Value$12.2M (+$2.9M)
Filed 2026-10-16
New York State Teachers Retirement System
DECREASED
Shares19,254 from 21,032
Change-1,778 (-8%)
Value$11.7M (+$2.0M)
Filed 2026-10-22
John G Ullman & Associates Inc
DECREASED
Shares17,384 from 17,924
Change-540 (-3%)
Value$10.6M (+$2.3M)
Filed 2026-11-04
Hamilton Point Investment Advisors, LLC
NEW
Shares17,059
Change+17,059
Value$10.4M
Filed 2026-11-03
Strs Ohio
INCREASED
Shares16,003 from 3,535
Change+12,468 (+353%)
Value$9.7M (+$8.1M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares15,706 from 16,447
Change-741 (-5%)
Value$9.6M (+$1.9M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares15,271 from 10,608
Change+4,663 (+44%)
Value$9.3M (+$4.4M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares12,099 from 11,484
Change+615 (+5%)
Value$7.6M (+$2.2M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares11,891 from 12,027
Change-136 (-1%)
Value$7.1M (+$1.3M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares11,790 from 11,718
Change+72 (+1%)
Value$7.2M (+$1.8M)
Filed 2026-11-02
Illinois Municipal Retirement Fund
DECREASED
Shares10,603 from 12,527
Change-1,924 (-15%)
Value$6.5M (+$655.1K)
Filed 2026-11-05
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares10,188 from 10,188
Change0 (0%)
Value$6.2M (+$1.5M)
Filed 2026-10-30
Amalgamated Bank
INCREASED
Shares9,849 from 9,768
Change+81 (+1%)
Value$6.0M (+$1.5M)
Filed 2026-10-23
Marks Group Wealth Management, Inc
DECREASED
Shares9,321 from 10,183
Change-862 (-8%)
Value$5.7M (+$960.1K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares9,047 from 9,276
Change-229 (-2%)
Value$5.5M (+$1.2M)
Filed 2026-10-27
Westbourne Investment Advisors, Inc.
NEW
Shares8,527
Change+8,527
Value$5.2M
Filed 2026-10-20
Cardinal Capital Management
INCREASED
Shares8,167 from 7,956
Change+211 (+3%)
Value$5.0M (+$1.3M)
Filed 2026-10-21
Mutual of America Capital Management LLC
DECREASED
Shares8,050 from 8,198
Change-148 (-2%)
Value$4.9M (+$1.1M)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares7,889 from 11,696
Change-3,807 (-33%)
Value$4.8M (-$613.0K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares7,701 from 7,385
Change+316 (+4%)
Value$4.7M (+$1.3M)
Filed 2026-10-26
State of New Jersey Common Pension Fund D
DECREASED
Shares7,225 from 7,398
Change-173 (-2%)
Value$4.4M (+$973.6K)
Filed 2026-11-05
Louisiana State Employees Retirement System
INCREASED
Shares6,600 from 6,500
Change+100 (+2%)
Value$4.0M (+$1.0M)
Filed 2026-10-20
Carnegie Investment Counsel
DECREASED
Shares6,555 from 6,614
Change-59 (-1%)
Value$4.0M (+$928.7K)
Filed 2026-10-20
Moran Wealth Management, LLC
DECREASED
Shares6,301 from 6,522
Change-221 (-3%)
Value$3.8M (+$816.6K)
Filed 2026-10-22
Achmea Investment Management B.V.
NEW
Shares6,240
Change+6,240
Value$3.8M
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares6,220 from 6,094
Change+126 (+2%)
Value$3.8M (+$965.6K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares5,734 from 5,942
Change-208 (-3%)
Value$3.5M (+$740.0K)
Filed 2026-11-05
Burney Co/
DECREASED
Shares5,599 from 6,347
Change-748 (-12%)
Value$3.4M (+$470.1K)
Filed 2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares5,275 from 5,289
Change-14 (0%)
Value$3.2M (+$762.9K)
Filed 2026-11-03
State of Michigan Retirement System
INCREASED
Shares5,221 from 5,121
Change+100 (+2%)
Value$3.2M (+$807.8K)
Filed 2026-10-27
Yousif Capital Management, LLC
DECREASED
Shares5,114 from 5,426
Change-312 (-6%)
Value$3.1M (+$601.3K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares5,086 from 3,128
Change+1,958 (+63%)
Value$3.1M (+$1.6M)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$2.9M (+$700.0K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares4,715 from 2,403
Change+2,312 (+96%)
Value$2.9M (+$1.8M)
Filed 2026-10-14
Argent Capital Management LLC
DECREASED
Shares4,644 from 4,730
Change-86 (-2%)
Value$2.8M (+$637.5K)
Filed 2026-10-05
Oregon Public Employees Retirement Fund
INCREASED
Shares4,578 from 4,570
Change+8 (+0%)
Value$2.8M (+$671.4K)
Filed 2026-10-30
Sawgrass Asset Management LLC
DECREASED
Shares4,129 from 4,342
Change-213 (-5%)
Value$2.5M (+$503.5K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares4,059 from 3,912
Change+147 (+4%)
Value$2.5M (+$660.1K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares3,845 from 3,899
Change-54 (-1%)
Value$2.3M (+$535.8K)
Filed 2026-11-05
Studio Investment Management LLC
DECREASED
Shares3,678 from 3,763
Change-85 (-2%)
Value$2.2M (+$497.1K)
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares3,416 from 8,053
Change-4,637 (-58%)
Value$2.1M (-$2.1M)
Filed 2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED
Shares3,364 from 3,139
Change+225 (+7%)
Value$2.0M (+$594.9K)
Filed 2026-10-19
Pictet Asset Management Holding SA
DECREASED
Shares3,364 from 3,419
Change-55 (-2%)
Value$2.0M (+$465.2K)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares3,257 from 5,267
Change-2,010 (-38%)
Value$2.0M (-$456.1K)
Filed 2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares3,200 from 4,700
Change-1,500 (-32%)
Value$1.9M (-$228.0K)
Filed 2026-10-22
Central Trust Co
DECREASED
Shares3,110 from 3,143
Change-33 (-1%)
Value$1.9M (+$438.3K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares3,092 from 3,281
Change-189 (-6%)
Value$1.9M (+$363.4K)
Filed 2026-11-02
Eagle Rock Investment Company, LLC
UNCHANGED
Shares3,038 from 3,038
Change0 (0%)
Value$1.9M (+$443.1K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares2,875 from 4,691
Change-1,816 (-39%)
Value$1.8M (-$422.1K)
Filed 2026-11-05
Tealwood Asset Management Inc
DECREASED
Shares2,851 from 2,906
Change-55 (-2%)
Value$1.7M (+$391.0K)
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares2,711 from 2,642
Change+69 (+3%)
Value$1.7M (+$427.4K)
Filed 2026-11-03
Sepio Capital, LP
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$1.6M (+$393.8K)
Filed 2026-10-22
Xponance LLC
DECREASED
Shares2,556 from 2,702
Change-146 (-5%)
Value$1.6M (+$305.2K)
Filed 2026-11-03
Tableaux LLC
DECREASED
Shares2,521 from 2,564
Change-43 (-2%)
Value$1.5M (+$347.8K)
Filed 2026-10-23
Acorn Financial Advisory Services Inc
UNCHANGED
Shares2,517 from 2,517
Change0 (0%)
Value$1.5M (+$367.1K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares2,395 from 2,397
Change-2 (0%)
Value$1.5M (+$348.4K)
Filed 2026-10-16
Wellington Grp LLC
INCREASED
Shares2,390 from 1,682
Change+708 (+42%)
Value$1.5M (+$676.6K)
Filed 2026-11-06
Syquant Capital SAS
NEW
Shares2,300
Change+2,300
Value$1.4M
Filed 2026-10-20
SAX Wealth Advisors, LLC
DECREASED
Shares2,158 from 2,436
Change-278 (-11%)
Value$1.3M (-$10.4K)
Filed 2026-10-13
State of Alaska, Department of Revenue
DECREASED
Shares2,095 from 2,165
Change-70 (-3%)
Value$1.3M (+$274.0K)
Filed 2026-10-15
Trail Ridge Investment Advisors, LLC
DECREASED
Shares2,059 from 2,079
Change-20 (-1%)
Value$1.3M (+$291.0K)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares2,050 from 1,543
Change+507 (+33%)
Value$1.2M (+$533.5K)
Filed 2026-11-04
Amundi
DECREASED
Shares2,045 from 2,155
Change-110 (-5%)
Value$1.2M (+$247.3K)
Filed 2026-11-06
Virginia Retirement Systems ET Al
INCREASED
Shares2,000 from 1,440
Change+560 (+39%)
Value$1.2M (+$551.1K)
Filed 2026-10-28
Nisa Investment Advisors, LLC
INCREASED
Shares1,973 from 1,905
Change+68 (+4%)
Value$1.2M (+$319.3K)
Filed 2026-10-20
Swiss Life Asset Management Ltd
INCREASED
Shares1,942 from 1,378
Change+564 (+41%)
Value$1.2M (+$544.5K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares1,863 from 1,825
Change+38 (+2%)
Value$1.1M (+$289.3K)
Filed 2026-11-05
Harbour Capital Advisors, LLC
INCREASED
Shares1,826 from 1,767
Change+59 (+3%)
Value$1.1M (+$252.7K)
Filed 2026-10-13
Tributary Capital Management, LLC
DECREASED
Shares1,785 from 2,257
Change-472 (-21%)
Value$1.1M (+$41.7K)
Filed 2026-10-28
Quadrant Capital Group LLC
DECREASED
Shares1,778 from 1,833
Change-55 (-3%)
Value$1.1M (+$234.8K)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares1,723 from 1,718
Change+5 (+0%)
Value$1.0M (+$253.6K)
Filed 2026-11-03
Legal Advantage Investments, Inc.
DECREASED
Shares1,700 from 2,000
Change-300 (-15%)
Value$1.0M (+$109.0K)
Filed 2026-10-13
Peddock Capital Advisors, LLC
INCREASED
Shares1,644 from 1,449
Change+195 (+13%)
Value$1.0M (+$330.1K)
Filed 2026-10-16
Securian Asset Management, Inc
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$993.5K (+$240.7K)
Filed 2026-11-06
Hudson Edge Investment Partners Inc.
INCREASED
Shares1,624 from 994
Change+630 (+63%)
Value$989.2K (+$528.7K)
Filed 2026-10-28
D.B. Root & Company, LLC
DECREASED
Shares1,620 from 1,850
Change-230 (-12%)
Value$986.8K (+$129.7K)
Filed 2026-11-04
Heritage Investment Group, Inc.
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$952.6K (+$228.1K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares1,516 from 1,082
Change+434 (+40%)
Value$923.4K (+$422.2K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares1,501 from 1,744
Change-243 (-14%)
Value$914.0K (+$106.0K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,479 from 1,507
Change-28 (-2%)
Value$901.0K (+$203.0K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares1,446 from 1,414
Change+32 (+2%)
Value$880.9K (+$225.7K)
Filed 2026-10-15
Union Bancaire Privee, UBP SA
DECREASED
Shares1,440 from 1,954
Change-514 (-26%)
Value$747.6K (-$482.0K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares1,436 from 1,510
Change-74 (-5%)
Value$874.7K (+$175.2K)
Filed 2026-10-16
SmartHarvest Portfolios, LLC
DECREASED
Shares1,418 from 1,428
Change-10 (-1%)
Value$863.7K (+$202.2K)
Filed 2026-10-26
Howland Capital Management LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$852.8K (+$204.2K)
Filed 2026-10-22
Crossmark Global Holdings, Inc.
INCREASED
Shares1,373 from 879
Change+494 (+56%)
Value$836.3K (+$429.1K)
Filed 2026-10-21
Maryland State Retirement & Pension System
INCREASED
Shares1,366 from 1,151
Change+215 (+19%)
Value$832.0K (+$298.8K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares1,364 from 2,047
Change-683 (-33%)
Value$830.8K (-$117.5K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares1,348 from 1,337
Change+11 (+1%)
Value$821.1K (+$201.7K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
NEW
Shares1,325
Change+1,325
Value$807.1K
Filed 2026-11-03
Elco Management Co., LLC
DECREASED
Shares1,300 from 1,340
Change-40 (-3%)
Value$791.8K (+$171.1K)
Filed 2026-10-14
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$791.8K (+$189.6K)
Filed 2026-10-05
Atria Investments, Inc
INCREASED
Shares1,277 from 727
Change+550 (+76%)
Value$777.8K (+$441.0K)
Filed 2026-10-15
Oak Barrel Wealth Advisory LLC
DECREASED
Shares1,219 from 1,839
Change-620 (-34%)
Value$742.5K (-$109.4K)
Filed 2026-11-05
Zions Bancorporation, National Association
DECREASED
Shares1,209 from 2,087
Change-878 (-42%)
Value$736.4K (-$230.4K)
Filed 2026-11-06
Chatham Capital Group, Inc.
DECREASED
Shares1,195 from 1,242
Change-47 (-4%)
Value$727.9K (+$152.5K)
Filed 2026-10-16
First Citizens Bank & Trust Co
DECREASED
Shares1,154 from 2,364
Change-1,210 (-51%)
Value$702.9K (-$392.2K)
Filed 2026-10-14
Inspire Investing, LLC
INCREASED
Shares1,139 from 1,102
Change+37 (+3%)
Value$693.8K (+$183.3K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares1,134 from 486
Change+648 (+133%)
Value$691.0K (+$465.9K)
Filed 2026-10-29
Uncommon Cents Investing Inc
DECREASED
Shares1,039 from 1,054
Change-15 (-1%)
Value$632.9K (+$144.6K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
DECREASED
Shares1,028 from 1,088
Change-60 (-6%)
Value$626.2K (+$122.1K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares1,019 from 890
Change+129 (+14%)
Value$620.5K (+$208.1K)
Filed 2026-10-16
Keybank National Association
NEW
Shares1,012
Change+1,012
Value$616.4K
Filed 2026-11-04
William Blair Investment Management, LLC
INCREASED
Shares1,005 from 752
Change+253 (+34%)
Value$612.2K (+$263.8K)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares995 from 963
Change+32 (+3%)
Value$606.1K (+$159.9K)
Filed 2026-11-04
Lecap Asset Management LTD
NEW
Shares971
Change+971
Value$591.4K
Filed 2026-10-27
Patten & Patten Inc
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$581.7K (+$139.3K)
Filed 2026-10-26
Moors & Cabot, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$573.8K (+$137.4K)
Filed 2026-11-06
Shaker Investments LLC
DECREASED
Shares918 from 921
Change-3 (0%)
Value$559.2K (+$132.5K)
Filed 2026-11-05
Vontobel Holding Ltd.
DECREASED
Shares907 from 1,226
Change-319 (-26%)
Value$552.5K (-$15.5K)
Filed 2026-10-16
ProShare Advisors LLC
DECREASED
Shares840 from 872
Change-32 (-4%)
Value$511.7K (+$107.7K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
DECREASED
Shares817 from 854
Change-37 (-4%)
Value$497.6K (+$102.0K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$466.6K (+$111.7K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
DECREASED
Shares756 from 861
Change-105 (-12%)
Value$460.5K (+$61.6K)
Filed 2026-11-02
Variant Private Wealth, LLC
DECREASED
Shares755 from 795
Change-40 (-5%)
Value$459.9K (+$91.6K)
Filed 2026-10-21
Cadent Capital Advisors, LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$454.4K (+$108.8K)
Filed 2026-10-09
Nykredit A/S
DECREASED
Shares723 from 879
Change-156 (-18%)
Value$440.4K (+$33.2K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares717 from 829
Change-112 (-14%)
Value$436.7K (+$52.7K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares706 from 1,038
Change-332 (-32%)
Value$430.0K (-$50.8K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares698 from 696
Change+2 (+0%)
Value$425.2K (+$102.7K)
Filed 2026-11-03
CIBC Asset Management Inc
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$416.0K (+$99.6K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares682 from 587
Change+95 (+16%)
Value$415.4K (+$143.5K)
Filed 2026-10-08
Rothwell Investment Advisors, LLC
NEW
Shares674
Change+674
Value$410.2K
Filed 2026-11-06
North Dakota State Investment Board
INCREASED
Shares670 from 645
Change+25 (+4%)
Value$408.1K (+$109.3K)
Filed 2026-10-27
KBC Group NV
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$408.0K (+$98.0K)
Filed 2026-10-22
Diversify Advisory Services, LLC
NEW
Shares651
Change+651
Value$398.2K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares651
Change+651
Value$398.2K
Filed 2026-10-20
apricus wealth, LLC
DECREASED
Shares643 from 653
Change-10 (-2%)
Value$391.7K (+$89.1K)
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares638 from 715
Change-77 (-11%)
Value$388.6K (+$57.4K)
Filed 2026-11-06
Compound Planning, Inc.
NEW
Shares627
Change+627
Value$381.9K
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares596 from 585
Change+11 (+2%)
Value$363.0K (+$92.0K)
Filed 2026-10-22
Themes Management Co LLC
NEW
Shares577
Change+577
Value$351.5K
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares564 from 482
Change+82 (+17%)
Value$343.5K (+$120.2K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
NEW
Shares556
Change+556
Value$338.7K
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares550 from 645
Change-95 (-15%)
Value$335.0K (+$36.2K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares546 from 850
Change-304 (-36%)
Value$332.6K (-$61.2K)
Filed 2026-10-16
Kendall Capital Management
DECREASED
Shares539 from 564
Change-25 (-4%)
Value$328.3K (+$67.0K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares520 from 459
Change+61 (+13%)
Value$316.7K (+$104.1K)
Filed 2026-10-23
Evergreen Capital Management LLC
NEW
Shares507
Change+507
Value$308.8K
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$305.2K (+$73.1K)
Filed 2026-10-29
Paulson Wealth Management Inc.
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$296.0K (+$70.9K)
Filed 2026-11-02
Profund Advisors LLC
DECREASED
Shares482 from 502
Change-20 (-4%)
Value$293.6K (+$61.0K)
Filed 2026-10-29
Genesis Private Wealth, LLC
INCREASED
Shares479 from 446
Change+33 (+7%)
Value$291.8K (+$85.2K)
Filed 2026-11-02
Marathon Mission, Inc.
INCREASED
Shares477 from 443
Change+34 (+8%)
Value$290.5K (+$85.3K)
Filed 2026-10-01
TrinityBridge Ltd
DECREASED
Shares475 from 518
Change-43 (-8%)
Value$290.0K (+$50.0K)
Filed 2026-10-30
Rayburn West Financial Services LLC
NEW
Shares473
Change+473
Value$288.1K
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares457 from 3,532
Change-3,075 (-87%)
Value$278.4K (-$1.4M)
Filed 2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$274.1K (+$65.6K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares438 from 381
Change+57 (+15%)
Value$266.8K (+$90.3K)
Filed 2026-10-21
Univest Financial Corp
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$265.0K (+$63.4K)
Filed 2026-11-05
Moody Aldrich Partners LLC
NEW
Shares430
Change+430
Value$261.9K
Filed 2026-10-27
Kohmann Bosshard Financial Services, LLC
NEW
Shares427
Change+427
Value$260.1K
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares426 from 449
Change-23 (-5%)
Value$259.5K (+$51.5K)
Filed 2026-10-23
Atlas Wealth Partners, LLC
NEW
Shares425
Change+425
Value$258.9K
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
NEW
Shares424
Change+424
Value$258.3K
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares422 from 742
Change-320 (-43%)
Value$257.0K (-$86.7K)
Filed 2026-11-04
Gateway Investment Advisers LLC
NEW
Shares419
Change+419
Value$255.2K
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
NEW
Shares418
Change+418
Value$254.6K
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares402 from 652
Change-250 (-38%)
Value$244.9K (-$57.2K)
Filed 2026-11-05
SpringVest Wealth Management LLC
NEW
Shares390
Change+390
Value$237.6K
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares389 from 410
Change-21 (-5%)
Value$236.9K (+$47.2K)
Filed 2026-10-08
Wedmont Private Capital
NEW
Shares381
Change+381
Value$228.4K
Filed 2026-10-09
Money Concepts Capital Corp
NEW
Shares380
Change+380
Value$231.5K
Filed 2026-11-06
Curat Global, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$231.5K (+$55.4K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$230.2K (+$55.1K)
Filed 2026-10-06
Spire Wealth Management
INCREASED
Shares372 from 362
Change+10 (+3%)
Value$226.6K (+$58.9K)
Filed 2026-10-30
LeConte Wealth Management, LLC
NEW
Shares371
Change+371
Value$226.0K
Filed 2026-10-20
Coyle Financial Counsel LLC
NEW
Shares368
Change+368
Value$224.2K
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares368 from 563
Change-195 (-35%)
Value$224.0K (-$37.0K)
Filed 2026-10-22
Eurizon Capital SGR S.p.A.
INCREASED
Shares354 from 329
Change+25 (+8%)
Value$215.6K (+$65.1K)
Filed 2026-11-06
Financial Security Advisor, Inc.
NEW
Shares352
Change+352
Value$214.4K
Filed 2026-11-03
Visionary Wealth Advisors
NEW
Shares351
Change+351
Value$213.8K
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares346 from 219
Change+127 (+58%)
Value$160.1K (+$58.8K)
Filed 2026-11-06
Fulcrum Asset Management LLP
NEW
Shares342
Change+342
Value$208.0K
Filed 2026-11-04
Great Lakes Advisors, LLC
NEW
Shares330
Change+330
Value$201.0K
Filed 2026-11-06
Americana Partners, LLC
NEW
Shares329
Change+329
Value$200.4K
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares321 from 323
Change-2 (-1%)
Value$195.5K (+$45.9K)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares320
Change+320
Value$194.9K
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares283 from 235
Change+48 (+20%)
Value$173.0K (+$64.0K)
Filed 2026-10-30
Steph & Co
INCREASED
Shares282 from 174
Change+108 (+62%)
Value$171.8K (+$91.2K)
Filed 2026-10-07
CX Institutional
DECREASED
Shares259 from 3,717
Change-3,458 (-93%)
Value$158 (-$1.7M)
Filed 2026-10-02
Center for Financial Planning, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$137.0K (+$32.8K)
Filed 2026-10-26
Acropolis Investment Management, LLC
DECREASED
Shares201 from 301
Change-100 (-33%)
Value$122.4K (-$17.0K)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$121.2K (+$29.0K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares197 from 151
Change+46 (+30%)
Value$120.0K (+$50.0K)
Filed 2026-10-23
First Command Advisory Services, Inc.
DECREASED
Shares185 from 209
Change-24 (-11%)
Value$112.7K (+$15.9K)
Filed 2026-11-05
Leonteq Securities AG
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$111.5K (+$26.7K)
Filed 2026-10-29
Hilltop National Bank
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$108.4K (+$26.0K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
DECREASED
Shares168 from 248
Change-80 (-32%)
Value$102.3K (-$12.6K)
Filed 2026-10-13
TD Private Client Wealth LLC
DECREASED
Shares154 from 173
Change-19 (-11%)
Value$93.8K (+$13.7K)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares137
Change+137
Value$83.4K
Filed 2026-11-02
Simplex Trading, LLC
NEW
Shares125
Change+125
Value$76.1K
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares117 from 81
Change+36 (+44%)
Value$71.3K (+$33.7K)
Filed 2026-10-02
Trust Co of Toledo NA
DECREASED
Shares116 from 152
Change-36 (-24%)
Value$70.7K (+$241)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares109 from 150
Change-41 (-27%)
Value$66.4K (-$3.1K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$65.8K (+$15.8K)
Filed 2026-10-05
First Horizon Corp
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$62.7K (+$15.0K)
Filed 2026-10-26
MV Capital Management, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$62.7K (+$15.0K)
Filed 2026-10-29
Coastline Trust Co
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$54.8K (+$13.1K)
Filed 2026-10-01
SBI Securities Co., Ltd.
INCREASED
Shares89 from 58
Change+31 (+53%)
Value$54.2K (+$27.3K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares82 from 54
Change+28 (+52%)
Value$49.9K (+$24.9K)
Filed 2026-11-05
Financial Consulate, Inc
NEW
Shares71
Change+71
Value$43.2K
Filed 2026-10-23
Parkside Financial Bank & Trust
DECREASED
Shares71 from 72
Change-1 (-1%)
Value$43.2K (+$9.9K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares68
Change+68
Value$41.4K
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$41.4K (+$9.9K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares67
Change+67
Value$40.8K
Filed 2026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$37.2K (+$8.9K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares56 from 13
Change+43 (+331%)
Value$34.1K (+$28.1K)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$32.9K (+$7.9K)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares53
Change+53
Value$32.3K
Filed 2026-10-27
V-Square Quantitative Management LLC
DECREASED
Shares53 from 76
Change-23 (-30%)
Value$32.3K (-$2.9K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$27.4K (+$6.6K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$26.8K (+$6.4K)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$26.8K (+$6.4K)
Filed 2026-11-02
Evermay Wealth Management LLC
NEW
Shares33
Change+33
Value$20.1K
Filed 2026-11-05
JFS Wealth Advisors, LLC
INCREASED
Shares33 from 32
Change+1 (+3%)
Value$20.1K (+$5.3K)
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$18.3K (+$4.4K)
Filed 2026-11-04
Bell Investment Advisors, Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$17.7K (+$4.2K)
Filed 2026-10-29
Montag A & Associates Inc
INCREASED
Shares28 from 3
Change+25 (+833%)
Value$16.9K (+$15.6K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares26 from 1,021
Change-995 (-97%)
Value$15.8K (-$457.2K)
Filed 2026-11-06
Strengthening Families & Communities, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$15.2K (+$3.6K)
Filed 2026-10-21
Bare Financial Services, Inc
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$14.6K (+$3.5K)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$14.0K (+$3.4K)
Filed 2026-10-26
Axiom Investment Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$14.0K (+$3.4K)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares21 from 31
Change-10 (-32%)
Value$12.8K (-$1.6K)
Filed 2026-10-14
Fortitude Family Office, LLC
INCREASED
Shares21 from 15
Change+6 (+40%)
Value$12.8K (+$5.8K)
Filed 2026-10-14
Lodestone Wealth Management LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$12.8K (+$3.1K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
DECREASED
Shares19 from 20
Change-1 (-5%)
Value$11.6K (+$2.3K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
INCREASED
Shares18 from 9
Change+9 (+100%)
Value$11.0K (+$6.8K)
Filed 2026-10-28
Private Wealth Management Group, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$9.7K (+$2.3K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares15
Change+15
Value$9
Filed 2026-10-14
Mather Group, Llc.
NEW
Shares15
Change+15
Value$9.1K
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares14 from 13
Change+1 (+8%)
Value$8.5K (+$2.5K)
Filed 2026-10-05
Signature Equity Partners, LLC
DECREASED
Shares13 from 17
Change-4 (-24%)
Value$7.9K (+$43)
Filed 2026-10-29
Torren Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$7.9K (+$1.9K)
Filed 2026-10-29
Clearstead Trust, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$7.9K (+$1.9K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$7.3K (+$1.8K)
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$6.7K (+$1.6K)
Filed 2026-11-05
IFS Advisors, LLC
NEW
Shares10
Change+10
Value$6.1K
Filed 2026-10-14
Bokf, NA
DECREASED
Shares10 from 65
Change-55 (-85%)
Value$6.1K (-$24.0K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares10 from 7
Change+3 (+43%)
Value$6.3K (+$3.0K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.1K (+$1.5K)
Filed 2026-10-16
West Paces Advisors Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$5.5K (+$1.3K)
Filed 2026-10-13
Salomon & Ludwin, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$5.5K (+$1.3K)
Filed 2026-10-29
Creative Capital Management Investments LLC
INCREASED
Shares8 from 5
Change+3 (+60%)
Value$4.9K (+$2.6K)
Filed 2026-10-28
Cromwell Holdings LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$4.9K (+$1.2K)
Filed 2026-10-28
SJS Investment Consulting Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$4.9K (+$1.2K)
Filed 2026-10-26
Hurley Capital, LLC
NEW
Shares7
Change+7
Value$4.3K
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$4.7K (+$4.3K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$4.3K (+$1.0K)
Filed 2026-10-09
Hager Investment Management Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$4.3K (+$1.0K)
Filed 2026-11-04
Richardson Financial Services Inc.
DECREASED
Shares6 from 11
Change-5 (-45%)
Value$3.7K (-$1.4K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares6 from 10
Change-4 (-40%)
Value$3.7K (-$978)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.7K (+$875)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW
Shares5
Change+5
Value$3.0K
Filed 2026-10-15
Acumen Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$3.0K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$3.0K
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.0K (+$730)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.0K (+$730)
Filed 2026-10-01
UMB Private Wealth Management, LLC
NEW
Shares4
Change+4
Value$2.4K
Filed 2026-10-19
Next Level Wealth Planning, LLC
NEW
Shares4
Change+4
Value$2.4K
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$2.4K (+$2.0K)
Filed 2026-11-03
Financial Management Professionals, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (+$583)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (+$583)
Filed 2026-10-13
Retirement Wealth Solutions LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (+$583)
Filed 2026-10-07
CoreCap Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (+$583)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (+$583)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
NEW
Shares3
Change+3
Value$1.8K
Filed 2026-10-29
WPG Advisers, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (+$437)
Filed 2026-10-27
Investors Research Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (+$437)
Filed 2026-10-07
Planning Strategies Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (+$437)
Filed 2026-10-02
Valley National Advisers Inc
NEW
Shares2
Change+2
Value$1.2K
Filed 2026-10-23
Wilkerson Advisory Group LLC
NEW
Shares2
Change+2
Value$1.2K
Filed 2026-10-20
Rakuten Securities, Inc.
DECREASED
Shares2 from 30
Change-28 (-93%)
Value$1.2K (-$12.7K)
Filed 2026-11-02
James T. Borello RIA
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$1.2K (-$172)
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.2K (+$292)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
NEW
Shares1
Change+1
Value$610
Filed 2026-10-20
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$609
Filed 2026-10-16
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 (+$1)
Filed 2026-10-27
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$610 (+$146)
Filed 2026-10-26
DecisionPoint Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$628 (+$161)
Filed 2026-10-27
Henshaw Capital LLC
CLOSED
Shares0 from 8,172
Change-8,172 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-03
Oak Thistle LLC
CLOSED
Shares0 from 7,443
Change-7,443 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-21
Investment Management Associates Inc
CLOSED
Shares0 from 7,406
Change-7,406 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-29
AGF Management LTD
CLOSED
Shares0 from 6,100
Change-6,100 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-03
MRA Advisory Group
CLOSED
Shares0 from 2,446
Change-2,446 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-07
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 1,202
Change-1,202 (-100%)
Value$0 (-$556.8K)
Filed 2026-10-19
Greenwood Capital Associates LLC
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$473.5K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$380.3K)
Filed 2026-10-16
Alps Advisors Inc
CLOSED
Shares0 from 820
Change-820 (-100%)
Value$0 (-$379.9K)
Filed 2026-11-03
Castleview Partners, LLC
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$287.2K)
Filed 2026-10-09
Jefferies Financial Group Inc.
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$286.3K)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 603
Change-603 (-100%)
Value$0 (-$279.3K)
Filed 2026-10-15
Oppenheimer & Co Inc
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$244.6K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$232.6K)
Filed 2026-11-05
MAD River Investors
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$32.4K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$14.4K)
Filed 2026-10-15
Bayforest Capital Ltd
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$14.4K)
Filed 2026-11-03
True Wealth Design, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-13
Cullen T Bankers, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-16
BankPlus Trust Department
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-06
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 2,177,073
Change-2,177,073 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,170,633
Change-1,170,633 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 998,752
Change-998,752 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 955,549
Change-955,549 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 942,422
Change-942,422 (-100%)
Value—
State Street Corp
N/A
Shares— from 804,052
Change-804,052 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 711,578
Change-711,578 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 603,932
Change-603,932 (-100%)
Value—
Boston Partners
N/A
Shares— from 543,564
Change-543,564 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 487,705
Change-487,705 (-100%)
Value—
FMR LLC
N/A
Shares— from 448,113
Change-448,113 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 372,113
Change-372,113 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 328,972
Change-328,972 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 310,102
Change-310,102 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 301,021
Change-301,021 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 288,978
Change-288,978 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 284,865
Change-284,865 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 273,290
Change-273,290 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 227,230
Change-227,230 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 217,801
Change-217,801 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 216,746
Change-216,746 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 206,449
Change-206,449 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 200,174
Change-200,174 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 199,901
Change-199,901 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 187,858
Change-187,858 (-100%)
Value—
Norges Bank
N/A
Shares— from 187,660
Change-187,660 (-100%)
Value—
FIL Ltd
N/A
Shares— from 178,892
Change-178,892 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 165,731
Change-165,731 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 162,517
Change-162,517 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 158,457
Change-158,457 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 157,665
Change-157,665 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 154,533
Change-154,533 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 153,743
Change-153,743 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 151,916
Change-151,916 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 142,144
Change-142,144 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 139,904
Change-139,904 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 137,670
Change-137,670 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 136,589
Change-136,589 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 120,771
Change-120,771 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 117,272
Change-117,272 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 109,224
Change-109,224 (-100%)
Value—
UBS Group AG
N/A
Shares— from 107,396
Change-107,396 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 100,385
Change-100,385 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 97,046
Change-97,046 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 94,783
Change-94,783 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 86,051
Change-86,051 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 83,044
Change-83,044 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 81,349
Change-81,349 (-100%)
Value—
Estuary Capital Management LP
N/A
Shares— from 80,672
Change-80,672 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 78,966
Change-78,966 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 69,722
Change-69,722 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 62,140
Change-62,140 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 60,432
Change-60,432 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 60,068
Change-60,068 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 59,836
Change-59,836 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 57,357
Change-57,357 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 57,303
Change-57,303 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 53,994
Change-53,994 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 52,861
Change-52,861 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 51,886
Change-51,886 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 47,885
Change-47,885 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 47,175
Change-47,175 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 46,580
Change-46,580 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 45,089
Change-45,089 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 44,320
Change-44,320 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 44,064
Change-44,064 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 43,534
Change-43,534 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 42,649
Change-42,649 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 41,791
Change-41,791 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 40,001
Change-40,001 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 38,969
Change-38,969 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 36,666
Change-36,666 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 35,755
Change-35,755 (-100%)
Value—
Freshford Capital Management, LLC
N/A
Shares— from 33,264
Change-33,264 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 33,112
Change-33,112 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 32,535
Change-32,535 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 31,980
Change-31,980 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 31,541
Change-31,541 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 27,711
Change-27,711 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 27,619
Change-27,619 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 27,464
Change-27,464 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 27,340
Change-27,340 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 25,924
Change-25,924 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 25,598
Change-25,598 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 25,132
Change-25,132 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 19,469
Change-19,469 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,629
Change-18,629 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 18,569
Change-18,569 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 17,786
Change-17,786 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 17,779
Change-17,779 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 17,177
Change-17,177 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 17,093
Change-17,093 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 16,908
Change-16,908 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 15,952
Change-15,952 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 15,888
Change-15,888 (-100%)
Value—
Blair William & Co
N/A
Shares— from 15,666
Change-15,666 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,033
Change-15,033 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 15,026
Change-15,026 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 14,505
Change-14,505 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 13,218
Change-13,218 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,794
Change-12,794 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
4D Advisors, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,093
Change-12,093 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,553
Change-8,553 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 8,282
Change-8,282 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,844
Change-7,844 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Expect Equity LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 4,602
Change-4,602 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
&partners
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Robotti Robert
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 988
Change-988 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 982
Change-982 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Commerce Bank
N/A
Shares— from 965
Change-965 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 920
Change-920 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 891
Change-891 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 884
Change-884 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 882
Change-882 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 873
Change-873 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 858
Change-858 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 809
Change-809 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 787
Change-787 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 785
Change-785 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 778
Change-778 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 775
Change-775 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 715
Change-715 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 695
Change-695 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 650
Change-650 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 621
Change-621 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 583
Change-583 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
CSS LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 508
Change-508 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 493
Change-493 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 463
Change-463 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 289
Change-289 (-100%)
Value—
Quarry LP
N/A
Shares— from 257
Change-257 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 198
Change-198 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 185
Change-185 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 106
Change-106 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 80
Change-80 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 62
Change-62 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 16
Change-16 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 13
Change-13 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4
Change-4 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
INCREASED512,581475,298+37,283+8%$220.2M$312.2M+$92.0M2026-11-04
Geode Capital Management, LLC
DECREASED449,081454,349-5,268-1%$210.5M$273.6M+$63.1M2026-11-06
Mawer Investment Management Ltd.
DECREASED181,988224,720-42,732-19%$104.1M$110.9M+$6.7M2026-11-06
Eulav Asset Management
DECREASED162,214176,200-13,986-8%$81.6M$98.8M+$17.2M2026-10-23
Bank of New York Mellon Corp
DECREASED135,120142,038-6,918-5%$65.8M$82.3M+$16.5M2026-11-05
Blue Grotto Capital, LLC
DECREASED117,538170,734-53,196-31%$79.1M$71.6M-$7.5M2026-11-04
Perpetual Ltd
DECREASED95,501101,912-6,411-6%$47.2M$58.2M+$11.0M2026-10-13
Grandfield & Dodd, LLC
INCREASED87,40286,865+537+1%$40.2M$53.2M+$13.0M2026-10-29
Creative Planning
DECREASED81,88982,929-1,040-1%$38.4M$49.9M+$11.5M2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED73,06772,908+159+0%$33.8M$44.5M+$10.7M2026-10-26
Provident Investment Management, Inc.
DECREASED69,76485,168-15,404-18%$39.5M$42.5M+$3.0M2026-10-23
Calamos Advisors LLC
INCREASED64,60016,700+47,900+287%$7.7M$39.3M+$31.6M2026-11-02
Private Capital Advisors, Inc.
DECREASED59,26759,728-461-1%$27.7M$36.1M+$8.4M2026-10-06
Fort Washington Investment Advisors Inc
DECREASED52,58858,410-5,822-10%$27.1M$32.0M+$5.0M2026-10-15
Principal Financial Group Inc
INCREASED50,74450,154+590+1%$23.2M$30.9M+$7.7M2026-11-02
Waters Parkerson & Co., LLC
INCREASED47,62939,891+7,738+19%$18.5M$29.0M+$10.5M2026-11-04
Valley Wealth Managers, Inc.
INCREASED43,82142,949+872+2%$19.9M$26.7M+$6.8M2026-10-09
Romano Brothers and Company
DECREASED43,18744,386-1,199-3%$20.6M$26.3M+$5.7M2026-10-22
Leeward Investments, LLC - MA
DECREASED36,55638,781-2,225-6%$18.0M$22.3M+$4.3M2026-10-23
Retirement Systems of Alabama
DECREASED36,18236,235-530%$16.8M$22.0M+$5.3M2026-11-04
Sterling Capital Management LLC
INCREASED33,12925,503+7,626+30%$11.8M$20.2M+$8.4M2026-10-22
Barclays PLC
INCREASED29,5068,045+21,461+267%$3.7M$18.0M+$14.2M2026-11-06
LPL Financial LLC
DECREASED27,34930,398-3,049-10%$14.1M$16.7M+$2.6M2026-11-06
Conestoga Capital Advisors, LLC
DECREASED24,90528,950-4,045-14%$13.4M$15.2M+$1.8M2026-11-02
Russell Investments Group, Ltd.
INCREASED23,05722,072+985+4%$10.2M$14.0M+$3.8M2026-11-06
Running Oak Capital LLC
INCREASED22,33621,436+900+4%$9.9M$13.6M+$3.7M2026-11-04
GHP Investment Advisors, Inc.
INCREASED22,09321,801+292+1%$10.1M$13.5M+$3.4M2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED21,05521,364-309-1%$9.9M$12.8M+$2.9M2026-10-23
EagleClaw Capital Managment, LLC
DECREASED20,86021,270-410-2%$9.9M$12.7M+$2.9M2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED20,05220,114-620%$9.3M$12.2M+$2.9M2026-10-16
New York State Teachers Retirement System
DECREASED19,25421,032-1,778-8%$9.7M$11.7M+$2.0M2026-10-22
John G Ullman & Associates Inc
DECREASED17,38417,924-540-3%$8.3M$10.6M+$2.3M2026-11-04
Hamilton Point Investment Advisors, LLC
NEW17,059—+17,059——$10.4M—2026-11-03
Strs Ohio
INCREASED16,0033,535+12,468+353%$1.6M$9.7M+$8.1M2026-10-30
Fifth Third Bancorp
DECREASED15,70616,447-741-5%$7.6M$9.6M+$1.9M2026-11-05
Truist Financial Corp
INCREASED15,27110,608+4,663+44%$4.9M$9.3M+$4.4M2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED12,09911,484+615+5%$5.4M$7.6M+$2.2M2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED11,89112,027-136-1%$5.9M$7.1M+$1.3M2026-10-13
Commonwealth Equity Services, LLC
INCREASED11,79011,718+72+1%$5.4M$7.2M+$1.8M2026-11-02
Illinois Municipal Retirement Fund
DECREASED10,60312,527-1,924-15%$5.8M$6.5M+$655.1K2026-11-05
Prescott Group Capital Management, L.L.C.
UNCHANGED10,18810,18800%$4.7M$6.2M+$1.5M2026-10-30
Amalgamated Bank
INCREASED9,8499,768+81+1%$4.5M$6.0M+$1.5M2026-10-23
Marks Group Wealth Management, Inc
DECREASED9,32110,183-862-8%$4.7M$5.7M+$960.1K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED9,0479,276-229-2%$4.3M$5.5M+$1.2M2026-10-27
Westbourne Investment Advisors, Inc.
NEW8,527—+8,527——$5.2M—2026-10-20
Cardinal Capital Management
INCREASED8,1677,956+211+3%$3.7M$5.0M+$1.3M2026-10-21
Mutual of America Capital Management LLC
DECREASED8,0508,198-148-2%$3.8M$4.9M+$1.1M2026-10-23
Citigroup Inc
DECREASED7,88911,696-3,807-33%$5.4M$4.8M-$613.0K2026-11-04
Verdence Capital Advisors LLC
INCREASED7,7017,385+316+4%$3.4M$4.7M+$1.3M2026-10-26
State of New Jersey Common Pension Fund D
DECREASED7,2257,398-173-2%$3.4M$4.4M+$973.6K2026-11-05
Louisiana State Employees Retirement System
INCREASED6,6006,500+100+2%$3.0M$4.0M+$1.0M2026-10-20
Carnegie Investment Counsel
DECREASED6,5556,614-59-1%$3.1M$4.0M+$928.7K2026-10-20
Moran Wealth Management, LLC
DECREASED6,3016,522-221-3%$3.0M$3.8M+$816.6K2026-10-22
Achmea Investment Management B.V.
NEW6,240—+6,240——$3.8M—2026-10-30
Arizona State Retirement System
INCREASED6,2206,094+126+2%$2.8M$3.8M+$965.6K2026-11-03
Thrivent Financial for Lutherans
DECREASED5,7345,942-208-3%$2.8M$3.5M+$740.0K2026-11-05
Burney Co/
DECREASED5,5996,347-748-12%$2.9M$3.4M+$470.1K2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED5,2755,289-140%$2.5M$3.2M+$762.9K2026-11-03
State of Michigan Retirement System
INCREASED5,2215,121+100+2%$2.4M$3.2M+$807.8K2026-10-27
Yousif Capital Management, LLC
DECREASED5,1145,426-312-6%$2.5M$3.1M+$601.3K2026-10-22
PNC Financial Services Group, Inc.
INCREASED5,0863,128+1,958+63%$1.4M$3.1M+$1.6M2026-11-06
New Mexico Educational Retirement Board
UNCHANGED4,8004,80000%$2.2M$2.9M+$700.0K2026-11-05
Davenport & Co LLC
INCREASED4,7152,403+2,312+96%$1.1M$2.9M+$1.8M2026-10-14
Argent Capital Management LLC
DECREASED4,6444,730-86-2%$2.2M$2.8M+$637.5K2026-10-05
Oregon Public Employees Retirement Fund
INCREASED4,5784,570+8+0%$2.1M$2.8M+$671.4K2026-10-30
Sawgrass Asset Management LLC
DECREASED4,1294,342-213-5%$2.0M$2.5M+$503.5K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED4,0593,912+147+4%$1.8M$2.5M+$660.1K2026-10-13
Ritholtz Wealth Management
DECREASED3,8453,899-54-1%$1.8M$2.3M+$535.8K2026-11-05
Studio Investment Management LLC
DECREASED3,6783,763-85-2%$1.7M$2.2M+$497.1K2026-10-22
Savant Capital, LLC
DECREASED3,4168,053-4,637-58%$4.2M$2.1M-$2.1M2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED3,3643,139+225+7%$1.5M$2.0M+$594.9K2026-10-19
Pictet Asset Management Holding SA
DECREASED3,3643,419-55-2%$1.6M$2.0M+$465.2K2026-11-03
Deutsche Bank Ag\
DECREASED3,2575,267-2,010-38%$2.4M$2.0M-$456.1K2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED3,2004,700-1,500-32%$2.2M$1.9M-$228.0K2026-10-22
Central Trust Co
DECREASED3,1103,143-33-1%$1.5M$1.9M+$438.3K2026-11-05
Kestra Advisory Services, LLC
DECREASED3,0923,281-189-6%$1.5M$1.9M+$363.4K2026-11-02
Eagle Rock Investment Company, LLC
UNCHANGED3,0383,03800%$1.4M$1.9M+$443.1K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED2,8754,691-1,816-39%$2.2M$1.8M-$422.1K2026-11-05
Tealwood Asset Management Inc
DECREASED2,8512,906-55-2%$1.3M$1.7M+$391.0K2026-10-13
Ethic Inc.
INCREASED2,7112,642+69+3%$1.2M$1.7M+$427.4K2026-11-03
Sepio Capital, LP
UNCHANGED2,7002,70000%$1.3M$1.6M+$393.8K2026-10-22
Xponance LLC
DECREASED2,5562,702-146-5%$1.3M$1.6M+$305.2K2026-11-03
Tableaux LLC
DECREASED2,5212,564-43-2%$1.2M$1.5M+$347.8K2026-10-23
Acorn Financial Advisory Services Inc
UNCHANGED2,5172,51700%$1.2M$1.5M+$367.1K2026-11-02
PFG Advisors
DECREASED2,3952,397-20%$1.1M$1.5M+$348.4K2026-10-16
Wellington Grp LLC
INCREASED2,3901,682+708+42%$779.2K$1.5M+$676.6K2026-11-06
Syquant Capital SAS
NEW2,300—+2,300——$1.4M—2026-10-20
SAX Wealth Advisors, LLC
DECREASED2,1582,436-278-11%$1.3M$1.3M-$10.4K2026-10-13
State of Alaska, Department of Revenue
DECREASED2,0952,165-70-3%$1.0M$1.3M+$274.0K2026-10-15
Trail Ridge Investment Advisors, LLC
DECREASED2,0592,079-20-1%$963.1K$1.3M+$291.0K2026-10-16
Gen-Wealth Partners Inc
INCREASED2,0501,543+507+33%$714.9K$1.2M+$533.5K2026-11-04
Amundi
DECREASED2,0452,155-110-5%$998.3K$1.2M+$247.3K2026-11-06
Virginia Retirement Systems ET Al
INCREASED2,0001,440+560+39%$667.1K$1.2M+$551.1K2026-10-28
Nisa Investment Advisors, LLC
INCREASED1,9731,905+68+4%$882.5K$1.2M+$319.3K2026-10-20
Swiss Life Asset Management Ltd
INCREASED1,9421,378+564+41%$638.4K$1.2M+$544.5K2026-11-03
US Bancorp \de\
INCREASED1,8631,825+38+2%$845.5K$1.1M+$289.3K2026-11-05
Harbour Capital Advisors, LLC
INCREASED1,8261,767+59+3%$859.6K$1.1M+$252.7K2026-10-13
Tributary Capital Management, LLC
DECREASED1,7852,257-472-21%$1.0M$1.1M+$41.7K2026-10-28
Quadrant Capital Group LLC
DECREASED1,7781,833-55-3%$849.2K$1.1M+$234.8K2026-10-20
Accredited Investors Inc.
INCREASED1,7231,718+5+0%$795.9K$1.0M+$253.6K2026-11-03
Legal Advantage Investments, Inc.
DECREASED1,7002,000-300-15%$926.5K$1.0M+$109.0K2026-10-13
Peddock Capital Advisors, LLC
INCREASED1,6441,449+195+13%$671.3K$1.0M+$330.1K2026-10-16
Securian Asset Management, Inc
UNCHANGED1,6311,63100%$752.8K$993.5K+$240.7K2026-11-06
Hudson Edge Investment Partners Inc.
INCREASED1,624994+630+63%$460.5K$989.2K+$528.7K2026-10-28
D.B. Root & Company, LLC
DECREASED1,6201,850-230-12%$857.0K$986.8K+$129.7K2026-11-04
Heritage Investment Group, Inc.
UNCHANGED1,5641,56400%$724.5K$952.6K+$228.1K2026-11-03
Choreo, LLC
INCREASED1,5161,082+434+40%$501.2K$923.4K+$422.2K2026-10-28
Park Avenue Securities LLC
DECREASED1,5011,744-243-14%$808.0K$914.0K+$106.0K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED1,4791,507-28-2%$698.0K$901.0K+$203.0K2026-11-02
Blue Trust, Inc.
INCREASED1,4461,414+32+2%$655.1K$880.9K+$225.7K2026-10-15
Union Bancaire Privee, UBP SA
DECREASED1,4401,954-514-26%$1.2M$747.6K-$482.0K2026-11-04
IFP Advisors, Inc
DECREASED1,4361,510-74-5%$699.5K$874.7K+$175.2K2026-10-16
SmartHarvest Portfolios, LLC
DECREASED1,4181,428-10-1%$661.5K$863.7K+$202.2K2026-10-26
Howland Capital Management LLC
UNCHANGED1,4001,40000%$648.6K$852.8K+$204.2K2026-10-22
Crossmark Global Holdings, Inc.
INCREASED1,373879+494+56%$407.2K$836.3K+$429.1K2026-10-21
Maryland State Retirement & Pension System
INCREASED1,3661,151+215+19%$533.2K$832.0K+$298.8K2026-11-05
Exchange Traded Concepts, LLC
DECREASED1,3642,047-683-33%$948.3K$830.8K-$117.5K2026-10-28
D.A. Davidson & Co.
INCREASED1,3481,337+11+1%$619.4K$821.1K+$201.7K2026-10-28
Avantax Planning Partners, Inc.
NEW1,325—+1,325——$807.1K—2026-11-03
Elco Management Co., LLC
DECREASED1,3001,340-40-3%$620.8K$791.8K+$171.1K2026-10-14
Gladwyn Financial Advisors, Inc.
UNCHANGED1,3001,30000%$602.2K$791.8K+$189.6K2026-10-05
Atria Investments, Inc
INCREASED1,277727+550+76%$336.8K$777.8K+$441.0K2026-10-15
Oak Barrel Wealth Advisory LLC
DECREASED1,2191,839-620-34%$851.9K$742.5K-$109.4K2026-11-05
Zions Bancorporation, National Association
DECREASED1,2092,087-878-42%$966.8K$736.4K-$230.4K2026-11-06
Chatham Capital Group, Inc.
DECREASED1,1951,242-47-4%$575.4K$727.9K+$152.5K2026-10-16
First Citizens Bank & Trust Co
DECREASED1,1542,364-1,210-51%$1.1M$702.9K-$392.2K2026-10-14
Inspire Investing, LLC
INCREASED1,1391,102+37+3%$510.5K$693.8K+$183.3K2026-10-22
Vise Technologies, Inc.
INCREASED1,134486+648+133%$225.1K$691.0K+$465.9K2026-10-29
Uncommon Cents Investing Inc
DECREASED1,0391,054-15-1%$488.3K$632.9K+$144.6K2026-10-20
Gratus Wealth Advisors, LLC
DECREASED1,0281,088-60-6%$504.0K$626.2K+$122.1K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED1,019890+129+14%$412.4K$620.5K+$208.1K2026-10-16
Keybank National Association
NEW1,012—+1,012——$616.4K—2026-11-04
William Blair Investment Management, LLC
INCREASED1,005752+253+34%$348.4K$612.2K+$263.8K2026-11-06
Bryn Mawr Trust Advisors, LLC
INCREASED995963+32+3%$446.1K$606.1K+$159.9K2026-11-04
Lecap Asset Management LTD
NEW971—+971——$591.4K—2026-10-27
Patten & Patten Inc
UNCHANGED95595500%$442.4K$581.7K+$139.3K2026-10-26
Moors & Cabot, Inc.
UNCHANGED94294200%$436.4K$573.8K+$137.4K2026-11-06
Shaker Investments LLC
DECREASED918921-30%$426.7K$559.2K+$132.5K2026-11-05
Vontobel Holding Ltd.
DECREASED9071,226-319-26%$568.0K$552.5K-$15.5K2026-10-16
ProShare Advisors LLC
DECREASED840872-32-4%$404.0K$511.7K+$107.7K2026-10-29
Resonant Capital Advisors, LLC
DECREASED817854-37-4%$395.6K$497.6K+$102.0K2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED76676600%$354.9K$466.6K+$111.7K2026-10-27
Quadcap Wealth Management, LLC
DECREASED756861-105-12%$398.9K$460.5K+$61.6K2026-11-02
Variant Private Wealth, LLC
DECREASED755795-40-5%$368.3K$459.9K+$91.6K2026-10-21
Cadent Capital Advisors, LLC
UNCHANGED74674600%$345.6K$454.4K+$108.8K2026-10-09
Nykredit A/S
DECREASED723879-156-18%$407.2K$440.4K+$33.2K2026-11-06
AlphaCore Capital LLC
DECREASED717829-112-14%$384.0K$436.7K+$52.7K2026-11-04
VestGen Advisors, LLC
DECREASED7061,038-332-32%$480.9K$430.0K-$50.8K2026-10-27
Parallel Advisors, LLC
INCREASED698696+2+0%$322.4K$425.2K+$102.7K2026-11-03
CIBC Asset Management Inc
UNCHANGED68368300%$316.4K$416.0K+$99.6K2026-11-05
Gamma Investing LLC
INCREASED682587+95+16%$271.9K$415.4K+$143.5K2026-10-08
Rothwell Investment Advisors, LLC
NEW674—+674——$410.2K—2026-11-06
North Dakota State Investment Board
INCREASED670645+25+4%$298.8K$408.1K+$109.3K2026-10-27
KBC Group NV
UNCHANGED67067000%$310.0K$408.0K+$98.0K2026-10-22
Diversify Advisory Services, LLC
NEW651—+651——$398.2K—2026-10-20
Diversify Wealth Management, LLC
NEW651—+651——$398.2K—2026-10-20
apricus wealth, LLC
DECREASED643653-10-2%$302.5K$391.7K+$89.1K2026-10-26
Merit Financial Group, LLC
DECREASED638715-77-11%$331.2K$388.6K+$57.4K2026-11-06
Compound Planning, Inc.
NEW627—+627——$381.9K—2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED596585+11+2%$271.0K$363.0K+$92.0K2026-10-22
Themes Management Co LLC
NEW577—+577——$351.5K—2026-10-29
HB Wealth Management, LLC
INCREASED564482+82+17%$223.3K$343.5K+$120.2K2026-10-23
Collaborative Fund Advisors, LLC
NEW556—+556——$338.7K—2026-11-02
Midwest Trust Co
DECREASED550645-95-15%$298.8K$335.0K+$36.2K2026-10-22
Pension & Wealth Management Advisors, Inc.
DECREASED546850-304-36%$393.8K$332.6K-$61.2K2026-10-16
Kendall Capital Management
DECREASED539564-25-4%$261.3K$328.3K+$67.0K2026-10-23
Sowell Financial Services LLC
INCREASED520459+61+13%$212.6K$316.7K+$104.1K2026-10-23
Evergreen Capital Management LLC
NEW507—+507——$308.8K—2026-10-23
Grimes & Co Wealth Management, LLC
UNCHANGED50150100%$232.1K$305.2K+$73.1K2026-10-29
Paulson Wealth Management Inc.
UNCHANGED48648600%$225.1K$296.0K+$70.9K2026-11-02
Profund Advisors LLC
DECREASED482502-20-4%$232.6K$293.6K+$61.0K2026-10-29
Genesis Private Wealth, LLC
INCREASED479446+33+7%$206.6K$291.8K+$85.2K2026-11-02
Marathon Mission, Inc.
INCREASED477443+34+8%$205.2K$290.5K+$85.3K2026-10-01
TrinityBridge Ltd
DECREASED475518-43-8%$240.0K$290.0K+$50.0K2026-10-30
Rayburn West Financial Services LLC
NEW473—+473——$288.1K—2026-11-03
Balefire, LLC
DECREASED4573,532-3,075-87%$1.6M$278.4K-$1.4M2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED45045000%$208.5K$274.1K+$65.6K2026-10-16
Assetmark, Inc
INCREASED438381+57+15%$176.5K$266.8K+$90.3K2026-10-21
Univest Financial Corp
UNCHANGED43543500%$201.5K$265.0K+$63.4K2026-11-05
Moody Aldrich Partners LLC
NEW430—+430——$261.9K—2026-10-27
Kohmann Bosshard Financial Services, LLC
NEW427—+427——$260.1K—2026-11-04
Apollon Wealth Management, LLC
DECREASED426449-23-5%$208.0K$259.5K+$51.5K2026-10-23
Atlas Wealth Partners, LLC
NEW425—+425——$258.9K—2026-11-03
Elevation Point Wealth Partners, LLC
NEW424—+424——$258.3K—2026-11-05
Lido Advisors, LLC
DECREASED422742-320-43%$343.7K$257.0K-$86.7K2026-11-04
Gateway Investment Advisers LLC
NEW419—+419——$255.2K—2026-10-13
Legacy Capital Wealth Partners, LLC
NEW418—+418——$254.6K—2026-10-21
Rossby Financial, LCC
DECREASED402652-250-38%$302.0K$244.9K-$57.2K2026-11-05
SpringVest Wealth Management LLC
NEW390—+390——$237.6K—2026-10-27
Farther Finance Advisors, LLC
DECREASED389410-21-5%$189.8K$236.9K+$47.2K2026-10-08
Wedmont Private Capital
NEW381—+381——$228.4K—2026-10-09
Money Concepts Capital Corp
NEW380—+380——$231.5K—2026-11-06
Curat Global, LLC
UNCHANGED38038000%$176.0K$231.5K+$55.4K2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED37837800%$175.1K$230.2K+$55.1K2026-10-06
Spire Wealth Management
INCREASED372362+10+3%$167.7K$226.6K+$58.9K2026-10-30
LeConte Wealth Management, LLC
NEW371—+371——$226.0K—2026-10-20
Coyle Financial Counsel LLC
NEW368—+368——$224.2K—2026-10-28
Wedbush Securities Inc
DECREASED368563-195-35%$261.0K$224.0K-$37.0K2026-10-22
Eurizon Capital SGR S.p.A.
INCREASED354329+25+8%$150.5K$215.6K+$65.1K2026-11-06
Financial Security Advisor, Inc.
NEW352—+352——$214.4K—2026-11-03
Visionary Wealth Advisors
NEW351—+351——$213.8K—2026-11-04
Allworth Financial LP
INCREASED346219+127+58%$101.2K$160.1K+$58.8K2026-11-06
Fulcrum Asset Management LLP
NEW342—+342——$208.0K—2026-11-04
Great Lakes Advisors, LLC
NEW330—+330——$201.0K—2026-11-06
Americana Partners, LLC
NEW329—+329——$200.4K—2026-10-28
UMB Bank, n.a.
DECREASED321323-2-1%$149.6K$195.5K+$45.9K2026-11-06
Jacobi Capital Management LLC
NEW320—+320——$194.9K—2026-11-05
Covestor Ltd
INCREASED283235+48+20%$109.0K$173.0K+$64.0K2026-10-30
Steph & Co
INCREASED282174+108+62%$80.6K$171.8K+$91.2K2026-10-07
CX Institutional
DECREASED2593,717-3,458-93%$1.7M$158-$1.7M2026-10-02
Center for Financial Planning, Inc.
UNCHANGED22522500%$104.2K$137.0K+$32.8K2026-10-26
Acropolis Investment Management, LLC
DECREASED201301-100-33%$139.4K$122.4K-$17.0K2026-10-08
Wolff Wiese Magana LLC
UNCHANGED19919900%$92.2K$121.2K+$29.0K2026-10-15
Signaturefd, LLC
INCREASED197151+46+30%$70.0K$120.0K+$50.0K2026-10-23
First Command Advisory Services, Inc.
DECREASED185209-24-11%$96.8K$112.7K+$15.9K2026-11-05
Leonteq Securities AG
UNCHANGED18318300%$84.8K$111.5K+$26.7K2026-10-29
Hilltop National Bank
UNCHANGED17817800%$82.5K$108.4K+$26.0K2026-10-14
Harbor Investment Advisory, LLC
DECREASED168248-80-32%$114.9K$102.3K-$12.6K2026-10-13
TD Private Client Wealth LLC
DECREASED154173-19-11%$80.1K$93.8K+$13.7K2026-10-28
Heritage Family Offices, LLP
NEW137—+137——$83.4K—2026-11-02
Simplex Trading, LLC
NEW125—+125——$76.1K—2026-11-04
Versant Capital Management, Inc
INCREASED11781+36+44%$37.5K$71.3K+$33.7K2026-10-02
Trust Co of Toledo NA
DECREASED116152-36-24%$70.4K$70.7K+$2412026-10-16
EverSource Wealth Advisors, LLC
DECREASED109150-41-27%$69.5K$66.4K-$3.1K2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED10810800%$50.0K$65.8K+$15.8K2026-10-05
First Horizon Corp
UNCHANGED10310300%$47.7K$62.7K+$15.0K2026-10-26
MV Capital Management, Inc.
UNCHANGED10310300%$47.7K$62.7K+$15.0K2026-10-29
Coastline Trust Co
UNCHANGED909000%$41.7K$54.8K+$13.1K2026-10-01
SBI Securities Co., Ltd.
INCREASED8958+31+53%$26.9K$54.2K+$27.3K2026-10-22
Larson Financial Group LLC
INCREASED8254+28+52%$25.0K$49.9K+$24.9K2026-11-05
Financial Consulate, Inc
NEW71—+71——$43.2K—2026-10-23
Parkside Financial Bank & Trust
DECREASED7172-1-1%$33.4K$43.2K+$9.9K2026-10-27
Ascentis Wealth Management, LLC
NEW68—+68——$41.4K—2026-11-03
First Bancorp, Inc
UNCHANGED686800%$31.5K$41.4K+$9.9K2026-10-26
Root Financial Partners, LLC
NEW67—+67——$40.8K—2026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED616100%$28.3K$37.2K+$8.9K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED5613+43+331%$6.0K$34.1K+$28.1K2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED545400%$25.0K$32.9K+$7.9K2026-11-05
Elyxium Wealth, LLC
NEW53—+53——$32.3K—2026-10-27
V-Square Quantitative Management LLC
DECREASED5376-23-30%$35.2K$32.3K-$2.9K2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED454500%$20.8K$27.4K+$6.6K2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED444400%$20.4K$26.8K+$6.4K2026-10-15
Key FInancial Inc
UNCHANGED444400%$20.4K$26.8K+$6.4K2026-11-02
Evermay Wealth Management LLC
NEW33—+33——$20.1K—2026-11-05
JFS Wealth Advisors, LLC
INCREASED3332+1+3%$14.8K$20.1K+$5.3K2026-11-03
Creative Financial Designs Inc
UNCHANGED303000%$13.9K$18.3K+$4.4K2026-11-04
Bell Investment Advisors, Inc
UNCHANGED292900%$13.4K$17.7K+$4.2K2026-10-29
Montag A & Associates Inc
INCREASED283+25+833%$1.3K$16.9K+$15.6K2026-10-29
Clearstead Advisors, LLC
DECREASED261,021-995-97%$473.0K$15.8K-$457.2K2026-11-06
Strengthening Families & Communities, LLC
UNCHANGED252500%$11.6K$15.2K+$3.6K2026-10-21
Bare Financial Services, Inc
UNCHANGED242400%$11.1K$14.6K+$3.5K2026-11-04
Abound Wealth Management
UNCHANGED232300%$10.7K$14.0K+$3.4K2026-10-26
Axiom Investment Management LLC
UNCHANGED232300%$10.7K$14.0K+$3.4K2026-11-03
Essential Partners LLC
DECREASED2131-10-32%$14.4K$12.8K-$1.6K2026-10-14
Fortitude Family Office, LLC
INCREASED2115+6+40%$6.9K$12.8K+$5.8K2026-10-14
Lodestone Wealth Management LLC
UNCHANGED212100%$9.7K$12.8K+$3.1K2026-10-14
Farmers & Merchants Investments Inc
DECREASED1920-1-5%$9.3K$11.6K+$2.3K2026-10-22
Buck Wealth Strategies, LLC
INCREASED189+9+100%$4.2K$11.0K+$6.8K2026-10-28
Private Wealth Management Group, LLC
UNCHANGED161600%$7.4K$9.7K+$2.3K2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
NEW15—+15——$9—2026-10-14
Mather Group, Llc.
NEW15—+15——$9.1K—2026-10-14
MassMutual Private Wealth & Trust, FSB
INCREASED1413+1+8%$6.0K$8.5K+$2.5K2026-10-05
Signature Equity Partners, LLC
DECREASED1317-4-24%$7.9K$7.9K+$432026-10-29
Torren Management, LLC
UNCHANGED131300%$6.0K$7.9K+$1.9K2026-10-29
Clearstead Trust, LLC
UNCHANGED131300%$6.0K$7.9K+$1.9K2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED121200%$5.6K$7.3K+$1.8K2026-10-27
Archer Investment Corp
UNCHANGED111100%$5.1K$6.7K+$1.6K2026-11-05
IFS Advisors, LLC
NEW10—+10——$6.1K—2026-10-14
Bokf, NA
DECREASED1065-55-85%$30.1K$6.1K-$24.0K2026-10-27
TD Waterhouse Canada Inc.
INCREASED107+3+43%$3.3K$6.3K+$3.0K2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED101000%$4.6K$6.1K+$1.5K2026-10-16
West Paces Advisors Inc.
UNCHANGED9900%$4.2K$5.5K+$1.3K2026-10-13
Salomon & Ludwin, LLC
UNCHANGED9900%$4.2K$5.5K+$1.3K2026-10-29
Creative Capital Management Investments LLC
INCREASED85+3+60%$2.3K$4.9K+$2.6K2026-10-28
Cromwell Holdings LLC
UNCHANGED8800%$3.7K$4.9K+$1.2K2026-10-28
SJS Investment Consulting Inc.
UNCHANGED8800%$3.7K$4.9K+$1.2K2026-10-26
Hurley Capital, LLC
NEW7—+7——$4.3K—2026-11-05
Hughes Financial Services, LLC
INCREASED71+6+600%$463$4.7K+$4.3K2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED7700%$3.2K$4.3K+$1.0K2026-10-09
Hager Investment Management Services, LLC
UNCHANGED7700%$3.2K$4.3K+$1.0K2026-11-04
Richardson Financial Services Inc.
DECREASED611-5-45%$5.1K$3.7K-$1.4K2026-10-30
Private Trust Co NA
DECREASED610-4-40%$4.6K$3.7K-$9782026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED6600%$2.8K$3.7K+$8752026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW5—+5——$3.0K—2026-10-15
Acumen Wealth Advisors, LLC
NEW5—+5——$3.0K—2026-11-05
Provenance Wealth Advisors, LLC
NEW5—+5——$3.0K—2026-10-30
Golden State Wealth Management, LLC
UNCHANGED5500%$2.3K$3.0K+$7302026-11-02
Noble Wealth Management PBC
UNCHANGED5500%$2.3K$3.0K+$7302026-10-01
UMB Private Wealth Management, LLC
NEW4—+4——$2.4K—2026-10-19
Next Level Wealth Planning, LLC
NEW4—+4——$2.4K—2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED41+3+300%$463$2.4K+$2.0K2026-11-03
Financial Management Professionals, Inc.
UNCHANGED4400%$1.9K$2.4K+$5832026-10-23
Cape Investment Advisory, Inc.
UNCHANGED4400%$1.9K$2.4K+$5832026-10-13
Retirement Wealth Solutions LLC
UNCHANGED4400%$1.9K$2.4K+$5832026-10-07
CoreCap Advisors, LLC
UNCHANGED4400%$1.9K$2.4K+$5832026-10-08
Lanark Financial, Inc.
UNCHANGED4400%$1.9K$2.4K+$5832026-10-26
Caitong International Asset Management Co., Ltd
NEW3—+3——$1.8K—2026-10-29
WPG Advisers, LLC
UNCHANGED3300%$1.4K$1.8K+$4372026-10-27
Investors Research Corp
UNCHANGED3300%$1.4K$1.8K+$4372026-10-07
Planning Strategies Inc.
UNCHANGED3300%$1.4K$1.8K+$4372026-10-02
Valley National Advisers Inc
NEW2—+2——$1.2K—2026-10-23
Wilkerson Advisory Group LLC
NEW2—+2——$1.2K—2026-10-20
Rakuten Securities, Inc.
DECREASED230-28-93%$13.9K$1.2K-$12.7K2026-11-02
James T. Borello RIA
DECREASED23-1-33%$1.4K$1.2K-$1722026-10-16
Manchester Capital Management LLC
UNCHANGED2200%$927$1.2K+$2922026-10-22
Physician Wealth Advisors, Inc.
NEW1—+1——$610—2026-10-20
Signature Resources Capital Management, LLC
NEW1—+1——$609—2026-10-16
Capital Advisors, Ltd. LLC
UNCHANGED1100%$0$1+$12026-10-27
TFC Financial Management, Inc.
UNCHANGED1100%$464$610+$1462026-10-26
DecisionPoint Financial, LLC
UNCHANGED1100%$467$628+$1612026-10-27
Henshaw Capital LLC
CLOSED08,172-8,172-100%$3.8M$0-$3.8M2026-11-03
Oak Thistle LLC
CLOSED07,443-7,443-100%$3.4M$0-$3.4M2026-10-21
Investment Management Associates Inc
CLOSED07,406-7,406-100%$3.4M$0-$3.4M2026-10-29
AGF Management LTD
CLOSED06,100-6,100-100%$2.8M$0-$2.8M2026-11-03
MRA Advisory Group
CLOSED02,446-2,446-100%$1.1M$0-$1.1M2026-10-07
Teamwork Financial Advisors, LLC
CLOSED01,202-1,202-100%$556.8K$0-$556.8K2026-10-19
Greenwood Capital Associates LLC
CLOSED01,022-1,022-100%$473.5K$0-$473.5K2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED0821-821-100%$380.3K$0-$380.3K2026-10-16
Alps Advisors Inc
CLOSED0820-820-100%$379.9K$0-$379.9K2026-11-03
Castleview Partners, LLC
CLOSED0620-620-100%$287.2K$0-$287.2K2026-10-09
Jefferies Financial Group Inc.
CLOSED0618-618-100%$286.3K$0-$286.3K2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
CLOSED0603-603-100%$279.3K$0-$279.3K2026-10-15
Oppenheimer & Co Inc
CLOSED0528-528-100%$244.6K$0-$244.6K2026-10-26
Confluence Wealth Services, Inc.
CLOSED0502-502-100%$232.6K$0-$232.6K2026-11-05
MAD River Investors
CLOSED0455-455-100%$210.8K$0-$210.8K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED070-70-100%$32.4K$0-$32.4K2026-10-14
MCF Advisors LLC
CLOSED045-45-100%$20.8K$0-$20.8K2026-10-28
AdvisorNet Financial, Inc
CLOSED031-31-100%$14.4K$0-$14.4K2026-10-15
Bayforest Capital Ltd
CLOSED031-31-100%$14.4K$0-$14.4K2026-11-03
True Wealth Design, LLC
CLOSED019-19-100%$8.8K$0-$8.8K2026-10-13
Cullen T Bankers, Inc.
CLOSED07-7-100%$3.2K$0-$3.2K2026-10-28
Solstein Capital, LLC
CLOSED06-6-100%$2.8K$0-$2.8K2026-11-02
Cornerstone Planning Group LLC
CLOSED05-5-100%$2.3K$0-$2.3K2026-10-16
BankPlus Trust Department
CLOSED03-3-100%$1.4K$0-$1.4K2026-11-06
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
BlackRock, Inc.
N/A—2,177,073-2,177,073-100%$1.0B———
Morgan Stanley
N/A—1,170,633-1,170,633-100%$542.3M———
Vanguard Capital Management LLC
N/A—998,752-998,752-100%$462.7M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—955,549-955,549-100%$442.7M———
Vanguard Portfolio Management LLC
N/A—942,422-942,422-100%$436.6M———
State Street Corp
N/A—804,052-804,052-100%$372.5M———
Wellington Management Group LLP
N/A—711,578-711,578-100%$329.6M———
Victory Capital Management Inc
N/A—603,932-603,932-100%$279.8M———
Boston Partners
N/A—543,564-543,564-100%$251.8M———
Bank of America Corp
N/A—487,705-487,705-100%$225.9M———
FMR LLC
N/A—448,113-448,113-100%$207.6M———
Invesco Ltd.
N/A—372,113-372,113-100%$172.4M———
Van Eck Associates Corp
N/A—328,972-328,972-100%$152.4M———
JPMorgan Chase & Co
N/A—310,102-310,102-100%$142.2M———
Ameriprise Financial Inc
N/A—301,021-301,021-100%$139.5M———
Earnest Partners LLC
N/A—288,978-288,978-100%$133.9M———
Goldman Sachs Group Inc
N/A—284,865-284,865-100%$132.0M———
Alliancebernstein L.P.
N/A—273,290-273,290-100%$148.6M———
Jupiter Topco LLC
N/A—227,230-227,230-100%$105.3M———
River Road Asset Management, LLC
N/A—217,801-217,801-100%$100.9M———
Royal London Asset Management LTD
N/A—216,746-216,746-100%$100.4M———
SEI Investments Co
N/A—206,449-206,449-100%$95.6M———
Nomura Asset Management International Inc.
N/A—200,174-200,174-100%$92.7M———
Charles Schwab Investment Management Inc
N/A—199,901-199,901-100%$92.6M———
Northern Trust Corp
N/A—187,858-187,858-100%$87.0M———
Norges Bank
N/A—187,660-187,660-100%$86.9M———
FIL Ltd
N/A—178,892-178,892-100%$82.9M———
Millennium Management LLC
N/A—165,731-165,731-100%$76.8M———
Allianz Asset Management GmbH
N/A—162,517-162,517-100%$75.3M———
Snyder Capital Management L P
N/A—158,457-158,457-100%$73.4M———
D. E. Shaw & Co., Inc.
N/A—157,665-157,665-100%$73.0M———
Raymond James Financial Inc
N/A—154,533-154,533-100%$71.6M———
Horizon Kinetics Asset Management LLC
N/A—153,743-153,743-100%$71.2M———
CI Investments Inc.
N/A—151,916-151,916-100%$70.4M———
Voya Investment Management LLC
N/A—142,144-142,144-100%$65.8M———
Vanguard Fiduciary Trust Co
N/A—139,904-139,904-100%$64.8M———
Massachusetts Financial Services Co
N/A—137,670-137,670-100%$66.3M———
Woodline Partners LP
N/A—136,589-136,589-100%$63.3M———
Port Capital LLC
N/A—120,771-120,771-100%$55.9M———
Focus Partners Wealth
N/A—117,272-117,272-100%$54.3M———
AQR Capital Management LLC
N/A—109,224-109,224-100%$50.0M———
UBS Group AG
N/A—107,396-107,396-100%$49.8M———
Neuberger Berman Group LLC
N/A—100,385-100,385-100%$46.5M———
Homestead Advisers Corp
N/A—97,046-97,046-100%$45.0M———
Citadel Advisors LLC
N/A—94,783-94,783-100%$43.9M———
Thornburg Investment Management Inc
N/A—86,051-86,051-100%$39.9M———
Clark Capital Management Group, Inc.
N/A—83,044-83,044-100%$38.5M———
American Century Companies Inc
N/A—81,349-81,349-100%$37.7M———
Estuary Capital Management LP
N/A—80,672-80,672-100%$37.4M———
BNP Paribas Financial Markets
N/A—78,966-78,966-100%$36.6M———
First Trust Advisors LP
N/A—69,722-69,722-100%$32.3M———
Lord, Abbett & Co. LLC
N/A—62,140-62,140-100%$28.8M———
Steigerwald, Gordon & Koch Inc.
N/A—60,432-60,432-100%$28.0M———
Loomis Sayles & Co L P
N/A—60,068-60,068-100%$27.8M———
Junto Capital Management LP
N/A—59,836-59,836-100%$27.7M———
Natixis Advisors, LLC
N/A—57,357-57,357-100%$26.6M———
Rhumbline Advisers
N/A—57,303-57,303-100%$26.5M———
Envestnet Asset Management Inc
N/A—53,994-53,994-100%$25.0M———
Jones Financial Companies Lllp
N/A—52,861-52,861-100%$24.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—51,886-51,886-100%$24.0M———
Captrust Financial Advisors
N/A—47,885-47,885-100%$22.2M———
UBS Asset Management Americas LLC
N/A—47,175-47,175-100%$21.9M———
Tocqueville Asset Management L.P.
N/A—46,580-46,580-100%$21.6M———
Price T Rowe Associates Inc
N/A—45,089-45,089-100%$20.9M———
Swiss National Bank
N/A—44,320-44,320-100%$20.5M———
Fuller & Thaler Asset Management, Inc.
N/A—44,064-44,064-100%$20.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—43,534-43,534-100%$20.2M———
Vident Advisory, LLC
N/A—42,649-42,649-100%$19.8M———
Nuveen, LLC
N/A—41,791-41,791-100%$19.4M———
Segall Bryant & Hamill, LLC
N/A—40,001-40,001-100%$18.5M———
T. Rowe Price Investment Management, Inc.
N/A—38,969-38,969-100%$18.1M———
HighTower Advisors, LLC
N/A—36,666-36,666-100%$17.0M———
Glenmede Trust Co NA
N/A—35,755-35,755-100%$16.6M———
Freshford Capital Management, LLC
N/A—33,264-33,264-100%$15.4M———
Gotham Asset Management, LLC
N/A—33,112-33,112-100%$15.3M———
Hancock Whitney Corp
N/A—32,535-32,535-100%$15.1M———
Frontier Capital Management Co LLC
N/A—31,980-31,980-100%$14.8M———
Legal & General Group Plc
N/A—31,541-31,541-100%$14.6M———
Wells Fargo & Company
N/A—27,711-27,711-100%$12.8M———
State of Wisconsin Investment Board
N/A—27,619-27,619-100%$12.8M———
California Public Employees Retirement System
N/A—27,464-27,464-100%$12.7M———
Royal Bank of Canada
N/A—27,340-27,340-100%$12.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—25,924-25,924-100%$12.0M———
California State Teachers Retirement System
N/A—25,598-25,598-100%$11.9M———
ArrowMark Colorado Holdings LLC
N/A—25,132-25,132-100%$11.6M———
Westmount Partners, LLC
N/A—19,469-19,469-100%$9.0M———
Osaic Holdings, Inc.
N/A—18,629-18,629-100%$8.6M———
Vanguard Asset Management, Ltd
N/A—18,569-18,569-100%$8.6M———
Moore Capital Management, LP
N/A—17,786-17,786-100%$8.2M———
MetLife Investment Management, LLC
N/A—17,779-17,779-100%$8.2M———
Public Employees Retirement Association of Colorado
N/A—17,177-17,177-100%$8.0M———
State Board of Administration of Florida Retirement System
N/A—17,093-17,093-100%$7.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—16,908-16,908-100%$7.8M———
Manufacturers Life Insurance Company, the
N/A—15,952-15,952-100%$7.4M———
South Dakota Investment Council
N/A—15,888-15,888-100%$7.4M———
Blair William & Co
N/A—15,666-15,666-100%$7.3M———
Susquehanna International Group, LLP
N/A—15,545-15,545-100%$7.2M———
Stifel Financial Corp
N/A—15,033-15,033-100%$7.0M———
Franklin Resources Inc
N/A—15,026-15,026-100%$6.9M———
FWL Investment Management, LLC
N/A—14,505-14,505-100%$6.7M———
Quantinno Capital Management LP
N/A—14,431-14,431-100%$6.7M———
Canada Life Assurance Co
N/A—13,242-13,242-100%$6.1M———
New York State Common Retirement Fund
N/A—13,218-13,218-100%$6.1M———
Trivium Point Advisory, LLC
N/A—13,214-13,214-100%$6.1M———
XTX Topco Ltd
N/A—12,794-12,794-100%$5.9M———
Northwestern Mutual Wealth Management Co
N/A—12,583-12,583-100%$5.8M———
4D Advisors, LLC
N/A—12,500-12,500-100%$5.8M———
Fora Capital, LLC
N/A—12,425-12,425-100%$5.8M———
Westwood Holdings Group Inc
N/A—12,103-12,103-100%$5.6M———
CIBC World Market Inc.
N/A—12,093-12,093-100%$5.6M———
United Capital Financial Advisors, LLC
N/A—10,957-10,957-100%$5.1M———
Federation des caisses Desjardins du Quebec
N/A—10,727-10,727-100%$5.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—10,378-10,378-100%$4.8M———
Police & Firemen's Retirement System of New Jersey
N/A—9,980-9,980-100%$4.6M———
Treasurer of the State of North Carolina
N/A—9,315-9,315-100%$4.3M———
State of Tennessee, Department of Treasury
N/A—8,590-8,590-100%$4.0M———
Two Sigma Investments, LP
N/A—8,553-8,553-100%$4.0M———
Vanguard Global Advisers, LLC
N/A—8,404-8,404-100%$3.9M———
Pallas Capital Advisors LLC
N/A—8,282-8,282-100%$3.8M———
M&T Bank Corp
N/A—8,177-8,177-100%$3.8M———
Texas Yale Capital Corp.
N/A—7,923-7,923-100%$3.7M———
Ameritas Investment Partners, Inc.
N/A—7,844-7,844-100%$3.6M———
Schroder Investment Management Group
N/A—7,570-7,570-100%$3.5M———
Game Creek Capital, LP
N/A—7,500-7,500-100%$3.5M———
Cetera Investment Advisers
N/A—7,440-7,440-100%$3.4M———
Teachers Retirement System of the State of Kentucky
N/A—6,942-6,942-100%$3.2M———
Expect Equity LLC
N/A—6,718-6,718-100%$3.1M———
Empowered Funds, LLC
N/A—6,385-6,385-100%$3.0M———
Public Employees Retirement System of Ohio
N/A—6,232-6,232-100%$2.9M———
Longaeva Partners L.P.
N/A—6,132-6,132-100%$2.8M———
Pathstone Holdings, LLC
N/A—5,942-5,942-100%$2.8M———
Janney Montgomery Scott LLC
N/A—5,942-5,942-100%$2.8M———
Balyasny Asset Management L.P.
N/A—5,879-5,879-100%$2.7M———
Vanguard Investments Australia, Ltd.
N/A—5,702-5,702-100%$2.6M———
KLP Kapitalforvaltning AS
N/A—5,600-5,600-100%$2.6M———
Boothbay Fund Management, LLC
N/A—5,390-5,390-100%$2.5M———
Baird Financial Group, Inc.
N/A—5,353-5,353-100%$2.5M———
Summit Trail Advisors, LLC
N/A—5,331-5,331-100%$2.5M———
Canada Pension Plan Investment Board
N/A—5,260-5,260-100%$2.4M———
O'shaughnessy Asset Management, LLC
N/A—5,224-5,224-100%$2.4M———
Federated Hermes, Inc.
N/A—5,187-5,187-100%$2.4M———
Westport Asset Management Inc
N/A—5,000-5,000-100%$2.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—4,969-4,969-100%$2.3M———
Kennedy Capital Management LLC
N/A—4,831-4,831-100%$2.2M———
AMJ Financial Wealth Management
N/A—4,752-4,752-100%$2.6M———
Prelude Capital Management, LLC
N/A—4,731-4,731-100%$2.2M———
Edgestream Partners, L.P.
N/A—4,632-4,632-100%$2.1M———
Banque Cantonale Vaudoise
N/A—4,602-4,602-100%$2.1M———
Mediolanum International Funds Ltd
N/A—4,554-4,554-100%$2.1M———
Advisors Asset Management, Inc.
N/A—4,467-4,467-100%$2.1M———
Cresset Asset Management, LLC
N/A—4,421-4,421-100%$2.0M———
Continuum Advisory, LLC
N/A—4,375-4,375-100%$2.0M———
Bridges Investment Management Inc
N/A—4,277-4,277-100%$2.0M———
First National Bank of Omaha
N/A—4,029-4,029-100%$1.9M———
World Investment Advisors
N/A—3,883-3,883-100%$2.1M———
Mission Creek Capital Partners, Inc.
N/A—3,736-3,736-100%$1.7M———
Callan Family Office, LLC
N/A—3,703-3,703-100%$1.7M———
Johnson Investment Counsel Inc
N/A—3,667-3,667-100%$1.7M———
&partners
N/A—3,662-3,662-100%$1.7M———
Robotti Robert
N/A—3,600-3,600-100%$1.7M———
Atom Investors LP
N/A—3,584-3,584-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—3,350-3,350-100%$1.6M———
Kennondale Capital Management LLC
N/A—3,324-3,324-100%$1.5M———
Sanctuary Advisors, LLC
N/A—3,323-3,323-100%$1.5M———
Intech Investment Management LLC
N/A—3,280-3,280-100%$1.5M———
Orion Porfolio Solutions, LLC
N/A—3,223-3,223-100%$1.5M———
Mercer Global Advisors Inc
N/A—3,204-3,204-100%$1.5M———
Teacher Retirement System of Texas
N/A—3,196-3,196-100%$1.5M———
Pacer Advisors, Inc.
N/A—3,174-3,174-100%$1.5M———
Vanguard Personalized Indexing Management, LLC
N/A—3,147-3,147-100%$1.5M———
Bank of Montreal
N/A—3,117-3,117-100%$1.4M———
Cerity Partners LLC
N/A—3,018-3,018-100%$1.4M———
Peloton Wealth Strategists
N/A—2,955-2,955-100%$1.4M———
Banque Transatlantique SA
N/A—2,884-2,884-100%$1.3M———
Evolutionary Tree Capital Management, LLC
N/A—2,756-2,756-100%$1.3M———
Cornerstone Investment Partners, LLC
N/A—2,727-2,727-100%$1.3M———
Defiance ETFs, LLC
N/A—2,677-2,677-100%$1.2M———
Penserra Capital Management LLC
N/A—2,629-2,629-100%$1.2M———
HSBC Holdings PLC
N/A—2,567-2,567-100%$1.2M———
SummitTX Capital, L.P.
N/A—2,567-2,567-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—2,563-2,563-100%$1.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—2,500-2,500-100%$1.2M———
Ramirez Asset Management, Inc.
N/A—2,485-2,485-100%$1.2M———
MML Investors Services, LLC
N/A—2,393-2,393-100%$1.1M———
WCM Investment Management, LLC
N/A—2,382-2,382-100%$1.1M———
Verition Fund Management LLC
N/A—2,353-2,353-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—2,346-2,346-100%$1.1M———
Menard Financial Group LLC
N/A—2,260-2,260-100%$1.0M———
CIBC Bancorp USA Inc.
N/A—2,214-2,214-100%$1.0M———
Pinnacle Financial Partners, Inc.
N/A—2,145-2,145-100%$993.7K———
Intrepid Financial Planning Group LLC
N/A—2,016-2,016-100%$933.9K———
Holocene Advisors, LP
N/A—1,966-1,966-100%$910.8K———
Renaissance Technologies LLC
N/A—1,958-1,958-100%$907.1K———
Empower Advisory Group, LLC
N/A—1,879-1,879-100%$870.5K———
Tower Research Capital LLC (TRC)
N/A—1,825-1,825-100%$845.4K———
Sequoia Financial Advisors, LLC
N/A—1,790-1,790-100%$829.2K———
Arax Advisory Partners
N/A—1,765-1,765-100%$817.7K———
Landscape Capital Management, L.L.C.
N/A—1,662-1,662-100%$769.9K———
Main Management ETF Advisors, LLC
N/A—1,626-1,626-100%$753.0K———
SG Americas Securities, LLC
N/A—1,615-1,615-100%$748.0K———
NewEdge Wealth, LLC
N/A—1,594-1,594-100%$738.2K———
Danske Bank A/S
N/A—1,581-1,581-100%$732.4K———
OneDigital Investment Advisors LLC
N/A—1,546-1,546-100%$716.2K———
Fielder Capital Group LLC
N/A—1,475-1,475-100%$683.3K———
Toronto Dominion Bank
N/A—1,473-1,473-100%$682.0K———
Principal Securities, Inc.
N/A—1,473-1,473-100%$682.4K———
Broyhill Asset Management, LLC
N/A—1,447-1,447-100%$670.3K———
Coldstream Capital Management Inc
N/A—1,441-1,441-100%$667.6K———
Quantitative Investment Management, LLC
N/A—1,421-1,421-100%$658.0K———
QRG Capital Management, Inc.
N/A—1,386-1,386-100%$642.1K———
Dakota Wealth Management
N/A—1,332-1,332-100%$617.1K———
Atlantic Union Bankshares Corp
N/A—1,330-1,330-100%$616.1K———
Prudential Financial Inc
N/A—1,263-1,263-100%$585.1K———
Tidal Investments LLC
N/A—1,227-1,227-100%$568.4K———
Ensign Peak Advisors, Inc
N/A—1,196-1,196-100%$554.1K———
Dash Acquisitions Inc.
N/A—1,193-1,193-100%$811.3K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,192-1,192-100%$552.2K———
Utah Retirement Systems
N/A—1,148-1,148-100%$531.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,137-1,137-100%$526.7K———
Allstate Corp
N/A—1,083-1,083-100%$501.7K———
First National Advisers, LLC
N/A—1,081-1,081-100%$500.8K———
Severin Investments, LLC
N/A—1,053-1,053-100%$487.8K———
Steward Partners Investment Advisory, LLC
N/A—1,042-1,042-100%$482.7K———
DnB Asset Management AS
N/A—1,040-1,040-100%$481.8K———
Advisory Services Network, LLC
N/A—1,010-1,010-100%$467.9K———
Quinn Opportunity Partners LLC
N/A—1,000-1,000-100%$463.3K———
Essex Financial Services, Inc.
N/A—988-988-100%$457.7K———
AE Wealth Management LLC
N/A—986-986-100%$456.8K———
Panagora Asset Management Inc
N/A—982-982-100%$454.9K———
Algert Global LLC
N/A—981-981-100%$454.5K———
BlackDiamond Wealth Management, LLC
N/A—975-975-100%$632.0K———
Commerce Bank
N/A—965-965-100%$447.0K———
Hantz Financial Services, Inc.
N/A—944-944-100%$437.0K———
Cetera Trust Company, N.a
N/A—920-920-100%$426.2K———
Vestmark Advisory Solutions, Inc.
N/A—896-896-100%$415.1K———
Bessemer Group Inc
N/A—891-891-100%$388.0K———
Patron Partners, LLC
N/A—885-885-100%$410.0K———
Benjamin Edwards Inc
N/A—884-884-100%$409.8K———
Credit Agricole S A
N/A—882-882-100%$408.6K———
BNP Paribas Asset Management Holding S.A.
N/A—873-873-100%$399.7K———
Brant Point Investment Management LLC
N/A—868-868-100%$402.1K———
AlTi Global, Inc.
N/A—858-858-100%$397.5K———
Mutual Advisors, LLC
N/A—837-837-100%$387.7K———
Beacon Pointe Advisors, LLC
N/A—834-834-100%$386.4K———
Jane Street Group, LLC
N/A—831-831-100%$385.0K———
GWN Securities Inc.
N/A—809-809-100%$374.8K———
Wexford Capital LP
N/A—787-787-100%$364.6K———
Financial Engines Advisors L.L.C.
N/A—785-785-100%$363.8K———
Bank of Nova Scotia
N/A—785-785-100%$363.7K———
Foundations Investment Advisors, LLC
N/A—782-782-100%$362.3K———
AlphaGrep UK Ltd
N/A—778-778-100%$360.4K———
Fiduciary Trust Co
N/A—775-775-100%$359.0K———
Guggenheim Capital LLC
N/A—762-762-100%$353.0K———
Horizon Investments, LLC
N/A—733-733-100%$339.6K———
Snowden Capital Advisors LLC
N/A—717-717-100%$332.2K———
Shelton Capital Management
N/A—715-715-100%$331.2K———
NCM Capital Management, LLC
N/A—700-700-100%$324.3K———
Chelsea Counsel Co
N/A—695-695-100%$322.0K———
Advisors Capital Management, LLC
N/A—684-684-100%$316.9K———
Gateway Wealth Partners, LLC
N/A—656-656-100%$303.9K———
Peapack Gladstone Financial Corp
N/A—650-650-100%$301.0K———
MAI Capital Management
N/A—621-621-100%$287.7K———
Wealthspire Advisors, LLC
N/A—618-618-100%$286.3K———
Ballentine Partners, LLC
N/A—610-610-100%$282.6K———
Sprott Inc.
N/A—584-584-100%$270.5K———
Vestcor Inc
N/A—583-583-100%$270.0K———
GeoWealth Management, LLC
N/A—580-580-100%$268.8K———
Wealthfront Advisers LLC
N/A—572-572-100%$265.0K———
Pure Financial Advisors, LLC
N/A—568-568-100%$263.1K———
Westerkirk Capital Inc.
N/A—555-555-100%$257.1K———
Global Retirement Partners, LLC
N/A—550-550-100%$254.8K———
CSS LLC
N/A—510-510-100%$236.3K———
Meiji Yasuda Asset Management Co Ltd.
N/A—510-510-100%$236.3K———
Chilton Investment Co Inc.
N/A—508-508-100%$235.3K———
Inspire Advisors, LLC
N/A—504-504-100%$233.5K———
Wealthquest Corp
N/A—500-500-100%$231.6K———
One Capital Management, LLC
N/A—500-500-100%$271.9K———
Claret Asset Management Corp
N/A—493-493-100%$228.0K———
Pettee Investors, Inc.
N/A—475-475-100%$220.0K———
Westpac Banking Corp
N/A—463-463-100%$214.5K———
Equitable Holdings, Inc.
N/A—460-460-100%$213.1K———
Anchor Investment Management, LLC
N/A—451-451-100%$208.9K———
Smartleaf Asset Management LLC
N/A—400-400-100%$182.8K———
Mitsubishi UFJ Trust & Banking Corp
N/A—289-289-100%$133.9K———
Quarry LP
N/A—257-257-100%$119.1K———
Quent Capital, LLC
N/A—248-248-100%$114.9K———
Huntington National Bank
N/A—198-198-100%$91.7K———
Harbour Investments, Inc.
N/A—185-185-100%$85.7K———
Ancora Advisors LLCA
N/A—185-185-100%$85.7K———
VSM Wealth Advisory, LLC
N/A—170-170-100%$78.8K———
Pinnacle Holdings, LLC
N/A—121-121-100%$56.1K———
Fiduciary Financial Advisors
N/A—106-106-100%$48.6K———
LOS Angeles Capital Management LLC
N/A—96-96-100%$44.5K———
Riverview Trust Co
N/A—90-90-100%$41.7K———
Nomura Asset Management Co LTD
N/A—80-80-100%$37.1K———
Peregrine Capital Management LLC
N/A—65-65-100%$30.1K———
SouthState Bank Corp
N/A—62-62-100%$28.7K———
Measured Wealth Private Client Group, LLC
N/A—60-60-100%$27.8K———
Bogart Wealth, LLC
N/A—54-54-100%$25.0K———
Bartlett & Co. Wealth Management LLC
N/A—50-50-100%$23.2K———
Geneos Wealth Management Inc.
N/A—47-47-100%$21.8K———
Keating Financial Advisory Services, Inc.
N/A—38-38-100%$17.6K———
Millstone Evans Group, LLC
N/A—32-32-100%$14.8K———
Copia Wealth Management
N/A—30-30-100%$13.9K———
Frazier Financial Advisors, LLC
N/A—27-27-100%$12.5K———
Basecamp Wealth Advisors LLC
N/A—26-26-100%$12.0K———
Graticule Asia Macro Advisors LLC
N/A—25-25-100%$11.6K———
Rialto Wealth Management, LLC
N/A—23-23-100%$10.7K———
GW&K Investment Management, LLC
N/A—23-23-100%$11———
Whittier Trust Co
N/A—16-16-100%$8.1K———
Picton Mahoney Asset Management
N/A—15-15-100%$6.9K———
Prestige Wealth Management Group LLC
N/A—13-13-100%$6.0K———
Strategic Wealth Partners, Ltd.
N/A—13-13-100%$6.0K———
CVA Family Office, LLC
N/A—13-13-100%$6.0K———
Crewe Advisors LLC
N/A—11-11-100%$5.1K———
Sachetta, LLC
N/A—9-9-100%$4.2K———
Colonial Trust Co / SC
N/A—9-9-100%$4.2K———
Synergy Investment Management, LLC
N/A—9-9-100%$4.2K———
JPL Wealth Management, LLC
N/A—7-7-100%$3.2K———
SHP Wealth Management
N/A—7-7-100%$3.1K———
Manning & Napier Advisors LLC
N/A—6-6-100%$2.7K———
Rothschild Investment LLC
N/A—6-6-100%$2.8K———
HFM Investment Advisors, LLC
N/A—5-5-100%$2.3K———
Cornerstone Financial Management LLC
N/A—4-4-100%$1.9K———
Mcguire Capital Advisors Inc
N/A—4-4-100%$1.9K———
MidFirst Bank
N/A—4-4-100%$1.9K———
Swan Capital LLC
N/A—3-3-100%$1.4K———
Dunhill Financial, LLC
N/A—3-3-100%$1.4K———
Park Square Financial Group, LLC
N/A—3-3-100%$1.4K———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$1.4K———
LRI Investments, LLC
N/A—2-2-100%$927———
Bruce G. Allen Investments, LLC
N/A—1-1-100%$463———
Kerr Financial Planning Corp
N/A—1-1-100%$464———
Darwin Wealth Management, LLC
N/A—00—$111———
Showing 669 of 669 institutions