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Canadian Natl Railway Co (CNI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MacKenzie Financial Corp
DECREASED
Shares8,662,387 from 8,939,323
Change-276,936 (-3%)
Value$1.0B (-$482.1M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares7,519,274 from 6,861,848
Change+657,426 (+10%)
Value$899.9M (+$80.0M)
Filed 2026-11-05
Geode Capital Management, LLC
INCREASED
Shares6,827,309 from 5,829,986
Change+997,323 (+17%)
Value$840.8M (+$134.1M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares6,049,185 from 6,062,146
Change-12,961 (0%)
Value$719.2M (-$3.6M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares4,546,356 from 4,297,955
Change+248,401 (+6%)
Value$532.5M (+$17.9M)
Filed 2026-10-16
Fiera Capital Corp
DECREASED
Shares4,129,099 from 5,406,877
Change-1,277,778 (-24%)
Value$492.0M (-$151.9M)
Filed 2026-11-06
Canoe Financial LP
DECREASED
Shares3,309,796 from 3,407,690
Change-97,894 (-3%)
Value$388.0M (-$18.2M)
Filed 2026-10-21
Troy Asset Management Ltd
INCREASED
Shares2,599,459 from 2,564,246
Change+35,213 (+1%)
Value$324.6M (+$2.4M)
Filed 2026-10-28
PineStone Asset Management Inc.
DECREASED
Shares1,914,655 from 2,034,355
Change-119,700 (-6%)
Value$227.7M (-$14.9M)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED
Shares1,850,164 from 2,105,136
Change-254,972 (-12%)
Value$220.8M (-$30.4M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares1,478,063 from 1,440,786
Change+37,277 (+3%)
Value$175.8M (+$3.9M)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,246,556 from 1,251,453
Change-4,897 (0%)
Value$148.2M (-$1.0M)
Filed 2026-10-23
Cardinal Capital Management, Inc.
DECREASED
Shares1,190,268 from 1,254,252
Change-63,984 (-5%)
Value$142.0M (-$7.3M)
Filed 2026-10-16
Letko, Brosseau & Associates Inc
DECREASED
Shares1,014,097 from 1,027,674
Change-13,577 (-1%)
Value$121.0M (-$1.6M)
Filed 2026-11-06
Amundi
DECREASED
Shares845,591 from 860,943
Change-15,352 (-2%)
Value$100.5M (-$2.1M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares677,641 from 795,350
Change-117,709 (-15%)
Value$80.7M (-$14.1M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares629,436 from 456,770
Change+172,666 (+38%)
Value$75.9K (+$29.1K)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares625,967 from 552,853
Change+73,114 (+13%)
Value$74.4M (+$8.5M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares620,775 from 540,109
Change+80,666 (+15%)
Value$98.0M (+$9.7M)
Filed 2026-11-03
QV Investors Inc.
DECREASED
Shares588,645 from 591,760
Change-3,115 (-1%)
Value$70.2M (-$360.0K)
Filed 2026-10-20
Addenda Capital Inc.
INCREASED
Shares563,835 from 548,874
Change+14,961 (+3%)
Value$95.5M (+$2.6M)
Filed 2026-10-13
Value Partners Investments Inc.
DECREASED
Shares467,268 from 607,648
Change-140,380 (-23%)
Value$55.8M (-$16.6M)
Filed 2026-10-19
Intact Investment Management Inc.
DECREASED
Shares388,050 from 955,760
Change-567,710 (-59%)
Value$46.2M (-$67.9M)
Filed 2026-11-03
Barclays PLC
INCREASED
Shares382,741 from 334,663
Change+48,078 (+14%)
Value$45.5M (+$5.6M)
Filed 2026-11-06
Cidel Asset Management Inc
DECREASED
Shares374,166 from 403,673
Change-29,507 (-7%)
Value$44.6M (-$3.5M)
Filed 2026-10-29
Morguard Lincluden Global Investments Ltd
DECREASED
Shares309,176 from 324,110
Change-14,934 (-5%)
Value$52.4K (-$2.5K)
Filed 2026-10-28
BCV Asset Management Inc.
INCREASED
Shares297,509 from 288,600
Change+8,909 (+3%)
Value$35.6M (+$899.7K)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares259,935 from 263,926
Change-3,991 (-2%)
Value$31.0M (-$470.5K)
Filed 2026-11-03
Guardian Partners Inc.
INCREASED
Shares237,313 from 234,079
Change+3,234 (+1%)
Value$28.3M (+$395.1K)
Filed 2026-10-21
Louisbourg Investments Inc.
DECREASED
Shares225,172 from 251,810
Change-26,638 (-11%)
Value$26.9M (-$3.1M)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares184,993 from 108,189
Change+76,804 (+71%)
Value$22.1M (+$9.2M)
Filed 2026-11-04
Rempart Asset Management Inc.
UNCHANGED
Shares184,692 from 184,692
Change0 (0%)
Value$22.0M ($0)
Filed 2026-10-20
Verity & Verity, LLC
INCREASED
Shares178,158 from 174,304
Change+3,854 (+2%)
Value$21.2M (+$399.0K)
Filed 2026-10-23
Montrusco Bolton Investments Inc.
DECREASED
Shares169,164 from 184,690
Change-15,526 (-8%)
Value$20.2M (-$1.8M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
INCREASED
Shares157,590 from 133,111
Change+24,479 (+18%)
Value$18.8M (+$3.0M)
Filed 2026-11-03
Nykredit A/S
DECREASED
Shares154,112 from 168,412
Change-14,300 (-8%)
Value$18.4M (-$1.7M)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares151,395 from 151,395
Change0 (0%)
Value$18.1M (+$3.0K)
Filed 2026-10-08
Triasima Portfolio Management inc.
INCREASED
Shares145,653 from 107,420
Change+38,233 (+36%)
Value$17.4M (+$4.6M)
Filed 2026-10-15
Haven Global Partners, LLC
DECREASED
Shares141,272 from 187,000
Change-45,728 (-24%)
Value$16.9M (-$5.5M)
Filed 2026-10-13
Cardinal Point Capital Management ULC
DECREASED
Shares134,972 from 134,987
Change-15 (0%)
Value$16.1M (+$37.4K)
Filed 2026-10-21
L. Roy Papp & Associates, LLP
DECREASED
Shares132,844 from 133,614
Change-770 (-1%)
Value$15.8M (-$137.0K)
Filed 2026-10-21
Cambiar Investors LLC
DECREASED
Shares126,342 from 131,631
Change-5,289 (-4%)
Value$15.0M (-$673.6K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares123,192 from 116,598
Change+6,594 (+6%)
Value$14.6M (+$744.4K)
Filed 2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares122,009 from 118,480
Change+3,529 (+3%)
Value$14.5M (+$389.9K)
Filed 2026-10-23
Fisher Asset Management, LLC
DECREASED
Shares121,785 from 205,216
Change-83,431 (-41%)
Value$14.5M (-$10.0M)
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares116,348 from 116,678
Change-330 (0%)
Value$13.8M (-$78.9K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares113,837 from 122,198
Change-8,361 (-7%)
Value$13.5M (-$1.0M)
Filed 2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares101,878 from 115,446
Change-13,568 (-12%)
Value$12.2M (-$1.6M)
Filed 2026-10-19
Rothschild & Co Wealth Management UK Ltd
INCREASED
Shares96,121 from 91,989
Change+4,132 (+4%)
Value$11.4M (+$460.0K)
Filed 2026-10-20
Vestor Capital, LLC
INCREASED
Shares94,486 from 1,465
Change+93,021 (+6350%)
Value$4.6K (+$4.5K)
Filed 2026-11-04
Weybosset Research & Management LLC
DECREASED
Shares87,095 from 87,922
Change-827 (-1%)
Value$10.4M (-$128.2K)
Filed 2026-10-19
SEB Asset Management AB
DECREASED
Shares83,645 from 86,249
Change-2,604 (-3%)
Value$10.0M (-$308.7K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares80,645 from 77,156
Change+3,489 (+5%)
Value$9.6M (+$388.6K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares77,262 from 70,861
Change+6,401 (+9%)
Value$9.2M (+$737.0K)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares76,351
Change+76,351
Value$9.1M
Filed 2026-10-30
Kornitzer Capital Management Inc
UNCHANGED
Shares73,998 from 73,998
Change0 (0%)
Value$8.8M (-$25.2K)
Filed 2026-11-03
Dillon & Associates Inc
DECREASED
Shares72,230 from 73,054
Change-824 (-1%)
Value$8.6M (-$98.0K)
Filed 2026-10-22
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares70,739 from 74,252
Change-3,513 (-5%)
Value$8.4M (-$443.1K)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares69,774 from 70,662
Change-888 (-1%)
Value$8.3M (-$129.6K)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares67,838 from 66,610
Change+1,228 (+2%)
Value$8.1M (+$123.4K)
Filed 2026-10-07
Great Lakes Advisors, LLC
DECREASED
Shares64,009 from 78,063
Change-14,054 (-18%)
Value$7.6M (-$1.7M)
Filed 2026-11-06
Patten & Patten Inc
DECREASED
Shares63,955 from 64,669
Change-714 (-1%)
Value$7.6M (-$106.9K)
Filed 2026-10-26
Ausbil Investment Management Ltd
INCREASED
Shares63,662 from 56,806
Change+6,856 (+12%)
Value$7.6M (+$829.1K)
Filed 2026-10-08
Maryland State Retirement & Pension System
INCREASED
Shares63,327 from 61,063
Change+2,264 (+4%)
Value$7.5M (+$259.3K)
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares62,440 from 55,953
Change+6,487 (+12%)
Value$10.6M (+$1.1M)
Filed 2026-10-26
Guinness Asset Management LTD
NEW
Shares59,677
Change+59,677
Value$7.1M
Filed 2026-11-05
Gold Investment Management Ltd.
INCREASED
Shares57,181 from 56,629
Change+552 (+1%)
Value$6.8M (+$51.3K)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
INCREASED
Shares55,358 from 54,928
Change+430 (+1%)
Value$6.6M (+$32.5K)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
DECREASED
Shares54,126 from 63,021
Change-8,895 (-14%)
Value$10.5M (-$2.9M)
Filed 2026-11-04
Waratah Capital Advisors Ltd.
DECREASED
Shares54,125 from 90,425
Change-36,300 (-40%)
Value$6.4M (-$4.3M)
Filed 2026-11-06
Markel Group Inc.
UNCHANGED
Shares53,500 from 53,500
Change0 (0%)
Value$6.4M (-$18.2K)
Filed 2026-10-30
Founders Capital Management, LLC
DECREASED
Shares52,860 from 53,315
Change-455 (-1%)
Value$6.3M (-$72.2K)
Filed 2026-10-23
White Pine Investment Co
DECREASED
Shares52,506 from 53,065
Change-559 (-1%)
Value$6.2M (-$84.0K)
Filed 2026-10-15
Gradient Investments LLC
DECREASED
Shares50,464 from 53,574
Change-3,110 (-6%)
Value$6.0M (-$387.9K)
Filed 2026-10-08
Azzad Asset Management Inc
INCREASED
Shares50,322 from 49,777
Change+545 (+1%)
Value$6.0M (+$47.9K)
Filed 2026-11-04
Costello Asset Management, Inc
DECREASED
Shares49,859 from 50,365
Change-506 (-1%)
Value$5.9M (-$77.3K)
Filed 2026-10-30
JLB & Associates Inc
DECREASED
Shares47,135 from 49,235
Change-2,100 (-4%)
Value$5.6M (-$250.4K)
Filed 2026-10-27
Motley Fool Asset Management LLC
DECREASED
Shares46,177 from 47,207
Change-1,030 (-2%)
Value$5.5M (-$138.5K)
Filed 2026-10-27
Pittenger & Anderson Inc
INCREASED
Shares44,575 from 40,465
Change+4,110 (+10%)
Value$5.3M (+$474.9K)
Filed 2026-11-02
Fideuram Asset Management (Ireland) dac
INCREASED
Shares43,827 from 21,160
Change+22,667 (+107%)
Value$7.9M (+$4.4M)
Filed 2026-10-29
Letson Investment Management, Inc.
UNCHANGED
Shares43,265 from 43,265
Change0 (0%)
Value$5.1M (-$14.7K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares41,193 from 41,138
Change+55 (+0%)
Value$4.9M (+$8.0K)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED
Shares40,017 from 45,658
Change-5,641 (-12%)
Value$4.8M (-$686.0K)
Filed 2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED
Shares39,700 from 39,700
Change0 (0%)
Value$4.7M (-$8.0K)
Filed 2026-10-20
Burkett Asset Management Ltd
DECREASED
Shares38,009 from 46,212
Change-8,203 (-18%)
Value$4.5M (-$966.0K)
Filed 2026-10-13
Strong Tower Advisory Services
DECREASED
Shares37,563 from 38,294
Change-731 (-2%)
Value$4.5M (-$99.9K)
Filed 2026-10-13
Harrison Street Private Wealth LLC
INCREASED
Shares37,542 from 34,287
Change+3,255 (+9%)
Value$4.5M (+$389.1K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares35,988 from 38,753
Change-2,765 (-7%)
Value$4.3M (-$341.9K)
Filed 2026-11-02
Brooklands Fund Management Ltd
NEW
Shares34,190
Change+34,190
Value$4.1M
Filed 2026-10-28
TrueMark Investments, LLC
NEW
Shares33,140
Change+33,140
Value$3.9M
Filed 2026-11-05
Act Two Investors LLC
UNCHANGED
Shares33,020 from 33,020
Change0 (0%)
Value$3.9M (-$11.2K)
Filed 2026-11-09
Oppenheimer Asset Management Inc.
DECREASED
Shares32,714 from 33,199
Change-485 (-1%)
Value$3.9M (-$69.0K)
Filed 2026-10-27
Principal Financial Group Inc
UNCHANGED
Shares32,100 from 32,100
Change0 (0%)
Value$3.8M (+$695)
Filed 2026-11-02
Lawson Kroeker Investment Management Inc
DECREASED
Shares31,578 from 32,036
Change-458 (-1%)
Value$3.8M (-$65.3K)
Filed 2026-10-22
Patrick Mauro Investment Advisor, Inc.
DECREASED
Shares30,873 from 31,672
Change-799 (-3%)
Value$3.7M (-$105.8K)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares29,747 from 30,982
Change-1,235 (-4%)
Value$3.5M (-$157.4K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares29,417 from 27,897
Change+1,520 (+5%)
Value$3.5M (+$171.3K)
Filed 2026-11-04
Banque de Luxembourg S.A.
DECREASED
Shares29,019 from 30,377
Change-1,358 (-4%)
Value$3.5M (-$170.8K)
Filed 2026-10-14
Sheets Smith Wealth Management
UNCHANGED
Shares28,625 from 28,625
Change0 (0%)
Value$3.4M (-$9.7K)
Filed 2026-10-16
Private Capital Advisors, Inc.
UNCHANGED
Shares28,493 from 28,493
Change0 (0%)
Value$3.4M (-$9.7K)
Filed 2026-10-06
Summerhill Capital Management lnc.
DECREASED
Shares26,398 from 26,721
Change-323 (-1%)
Value$3.1M (-$40.3K)
Filed 2026-11-02
Inspire Investing, LLC
INCREASED
Shares26,286 from 24,558
Change+1,728 (+7%)
Value$3.1M (+$198.6K)
Filed 2026-10-22
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares25,617 from 25,617
Change0 (0%)
Value$3.0M (-$8.7K)
Filed 2026-11-02
Advocate Group LLC
INCREASED
Shares25,580 from 23,286
Change+2,294 (+10%)
Value$3.0M (+$264.8K)
Filed 2026-10-19
Stolper Co
INCREASED
Shares25,304 from 25,286
Change+18 (+0%)
Value$3.0M (-$6.0K)
Filed 2026-10-13
Farrow Financial, Inc.
DECREASED
Shares24,968 from 24,976
Change-8 (0%)
Value$3.0M (-$9.4K)
Filed 2026-10-30
Smithbridge Asset Management Inc
DECREASED
Shares24,796 from 24,906
Change-110 (0%)
Value$2.9M (-$21.5K)
Filed 2026-10-19
Genus Capital Management Inc.
NEW
Shares24,200
Change+24,200
Value$2.9M
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares23,794 from 23,794
Change0 (0%)
Value$2.8M (-$8.1K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares23,764 from 24,241
Change-477 (-2%)
Value$2.8M (-$65.0K)
Filed 2026-10-28
Legacy Wealth Asset Management, LLC
DECREASED
Shares23,323 from 25,219
Change-1,896 (-8%)
Value$2.8M (-$234.0K)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares23,271 from 24,327
Change-1,056 (-4%)
Value$2.8M (-$133.8K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares23,176 from 22,894
Change+282 (+1%)
Value$2.8M (+$25.7K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares22,693 from 23,449
Change-756 (-3%)
Value$2.7M (-$97.9K)
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares22,134 from 21,571
Change+563 (+3%)
Value$2.6M (+$59.6K)
Filed 2026-11-05
Candriam S.C.A.
INCREASED
Shares21,945 from 20,990
Change+955 (+5%)
Value$2.6M (+$126.4K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares21,410 from 14,569
Change+6,841 (+47%)
Value$2.5M (+$808.4K)
Filed 2026-11-03
Viewpoint Investment Partners Corp
INCREASED
Shares21,331 from 17,831
Change+3,500 (+20%)
Value$2.5M (+$416.9K)
Filed 2026-10-26
Pacifica Partners Inc.
DECREASED
Shares20,591 from 22,269
Change-1,678 (-8%)
Value$2.4M (-$286.8K)
Filed 2026-10-09
Choreo, LLC
INCREASED
Shares20,343 from 18,885
Change+1,458 (+8%)
Value$2.4M (+$166.9K)
Filed 2026-10-28
Allen Investment Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$2.4M (-$6.8K)
Filed 2026-11-03
Nordwand Advisors, LLC
UNCHANGED
Shares19,620 from 19,620
Change0 (0%)
Value$2.3M (-$6.7K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares19,605 from 19,116
Change+489 (+3%)
Value$2.3M (+$51.7K)
Filed 2026-10-30
Harrington Investments, Inc
DECREASED
Shares19,171 from 19,298
Change-127 (-1%)
Value$2.3M (-$21.7K)
Filed 2026-10-14
Welch & Forbes LLC
DECREASED
Shares18,463 from 18,663
Change-200 (-1%)
Value$2.2M (-$30.1K)
Filed 2026-11-04
UniSuper Management Pty Ltd
INCREASED
Shares18,448 from 14,148
Change+4,300 (+30%)
Value$3.1M (+$730.5K)
Filed 2026-10-26
Lester Murray Antman dba SimplyRich
INCREASED
Shares17,338 from 16,394
Change+944 (+6%)
Value$2.1M (+$107.5K)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares16,738 from 23,775
Change-7,037 (-30%)
Value$2.0M (-$844.8K)
Filed 2026-10-23
Assenagon Asset Management S.A.
INCREASED
Shares16,701 from 16,540
Change+161 (+1%)
Value$2.0M (+$19.9K)
Filed 2026-10-15
ICW Investment Advisors LLC
DECREASED
Shares16,602 from 16,931
Change-329 (-2%)
Value$2.0M (-$44.8K)
Filed 2026-10-27
Soltis Investment Advisors LLC
NEW
Shares16,324
Change+16,324
Value$1.9M
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares16,214 from 15,855
Change+359 (+2%)
Value$1.9M (+$37.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,673 from 15,960
Change-287 (-2%)
Value$1.9M (-$40.0K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
DECREASED
Shares15,634 from 16,333
Change-699 (-4%)
Value$1.9M (-$88.7K)
Filed 2026-10-07
Bfsg, LLC
DECREASED
Shares15,530 from 16,450
Change-920 (-6%)
Value$1.8M (-$115.0K)
Filed 2026-10-30
Harbour Trust & Investment Management Co
DECREASED
Shares15,313 from 15,963
Change-650 (-4%)
Value$1.8M (-$82.7K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,238 from 15,140
Change+98 (+1%)
Value$1.8M (-$102.9K)
Filed 2026-10-13
Chemung Canal Trust Co
UNCHANGED
Shares14,726 from 14,726
Change0 (0%)
Value$1.8M (-$5.0K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares12,597 from 10,282
Change+2,315 (+23%)
Value$1.5M (+$268.8K)
Filed 2026-11-06
CenterBook Partners LP
INCREASED
Shares12,549 from 6,924
Change+5,625 (+81%)
Value$1.5M (+$666.5K)
Filed 2026-11-02
Advisory Resource Group
INCREASED
Shares12,535 from 12,450
Change+85 (+1%)
Value$1.5M (+$5.8K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares11,895 from 9,931
Change+1,964 (+20%)
Value$1.4M (+$230.2K)
Filed 2026-10-29
ASR Vermogensbeheer N.V.
INCREASED
Shares11,761 from 11,567
Change+194 (+2%)
Value$1.4M (+$23.4K)
Filed 2026-10-16
Salem Investment Counselors Inc
UNCHANGED
Shares11,075 from 11,075
Change0 (0%)
Value$1.3M (-$3.8K)
Filed 2026-10-13
111 Capital
INCREASED
Shares10,950 from 8,030
Change+2,920 (+36%)
Value$1.3M (+$346.0K)
Filed 2026-11-03
ARS Investment Partners, LLC
UNCHANGED
Shares10,938 from 10,938
Change0 (0%)
Value$1.3M (-$3.7K)
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares10,611 from 9,397
Change+1,214 (+13%)
Value$1.3M (+$141.2K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares10,557 from 10,279
Change+278 (+3%)
Value$1.3M (+$29.6K)
Filed 2026-11-05
Canandaigua National Trust Co of Florida
NEW
Shares10,311
Change+10,311
Value$1.2M
Filed 2026-10-07
Prospera Financial Services Inc
INCREASED
Shares10,281 from 10,174
Change+107 (+1%)
Value$1.3M (+$58.5K)
Filed 2026-11-04
BCM Advisors, LLC
UNCHANGED
Shares10,136 from 10,136
Change0 (0%)
Value$1.3M (-$58.7K)
Filed 2026-11-03
Parsons Capital Management Inc
DECREASED
Shares10,118 from 10,179
Change-61 (-1%)
Value$1.2M (-$10.7K)
Filed 2026-10-28
State of Wyoming
INCREASED
Shares10,085 from 7,921
Change+2,164 (+27%)
Value$1.2M (+$256.9K)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares9,968 from 9,848
Change+120 (+1%)
Value$1.2M (+$10.9K)
Filed 2026-10-20
Imc-Chicago, LLC
NEW
Shares9,714
Change+9,714
Value$1.2M
Filed 2026-11-05
Sustainable Insight Capital Management, LLC
INCREASED
Shares9,640 from 3,040
Change+6,600 (+217%)
Value$1.1M (+$785.0K)
Filed 2026-11-06
Cigna Investments Inc
UNCHANGED
Shares9,294 from 9,294
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares9,276 from 9,276
Change0 (0%)
Value$1.1M (-$2.5K)
Filed 2026-10-22
Atwater Malick LLC
UNCHANGED
Shares9,121 from 9,121
Change0 (0%)
Value$1.1M (-$3.1K)
Filed 2026-10-15
Cherokee Insurance Co
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$1.1M (-$3.1K)
Filed 2026-11-05
Mystic Asset Management, Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$1.1M (-$3.1K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares8,902 from 7,483
Change+1,419 (+19%)
Value$1.1M (+$167.0K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares8,687 from 8,348
Change+339 (+4%)
Value$1.0M (+$37.5K)
Filed 2026-10-23
King Luther Capital Management Corp
UNCHANGED
Shares8,595 from 8,595
Change0 (0%)
Value$1.0M (-$2.9K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares8,305 from 8,457
Change-152 (-2%)
Value$987.5K (-$20.9K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares8,297 from 8,309
Change-12 (0%)
Value$986.6K (-$4.2K)
Filed 2026-10-26
Sterling Capital Management LLC
INCREASED
Shares8,266 from 8,002
Change+264 (+3%)
Value$982.8K (+$28.7K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares8,132 from 7,727
Change+405 (+5%)
Value$966.8K (+$45.4K)
Filed 2026-10-08
Natixis
DECREASED
Shares8,030 from 8,841
Change-811 (-9%)
Value$954.8K (-$99.4K)
Filed 2026-11-06
Virtus Family Office LLC
UNCHANGED
Shares7,984 from 7,984
Change0 (0%)
Value$949.3K (-$2.7K)
Filed 2026-10-30
Cordatus Wealth Management LLC
INCREASED
Shares7,900 from 7,757
Change+143 (+2%)
Value$939.3K (+$14.4K)
Filed 2026-10-19
Henshaw Capital LLC
INCREASED
Shares7,776 from 5,967
Change+1,809 (+30%)
Value$924.6K (+$213.1K)
Filed 2026-11-03
RS Crum Inc.
UNCHANGED
Shares7,490 from 7,490
Change0 (0%)
Value$890.6K (-$2.5K)
Filed 2026-10-19
Linden Thomas Advisory Services, LLC
INCREASED
Shares7,269 from 6,882
Change+387 (+6%)
Value$864.3K (+$43.7K)
Filed 2026-10-19
Carret Asset Management, LLC
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$856.1K (-$2.4K)
Filed 2026-11-04
First Merchants Corp
DECREASED
Shares7,187 from 7,437
Change-250 (-3%)
Value$854.5K (-$32.3K)
Filed 2026-10-15
Citadel Investment Advisory, Inc.
UNCHANGED
Shares7,161 from 7,161
Change0 (0%)
Value$851.0K (-$3.0K)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares7,137 from 7,106
Change+31 (+0%)
Value$848.6K (+$1.3K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares6,967 from 6,752
Change+215 (+3%)
Value$828.4K (+$23.3K)
Filed 2026-10-23
Baxter Bros Inc
UNCHANGED
Shares6,921 from 6,921
Change0 (0%)
Value$822.9K (-$2.4K)
Filed 2026-11-04
Carrera Capital Advisors
DECREASED
Shares6,850 from 22,862
Change-16,012 (-70%)
Value$814.4K (-$1.9M)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares6,718 from 6,326
Change+392 (+6%)
Value$798.8K (+$44.5K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,628 from 6,438
Change+190 (+3%)
Value$788.1K (+$20.5K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares6,578 from 6,281
Change+297 (+5%)
Value$782.1K (+$33.1K)
Filed 2026-11-05
Cypress Asset Management Inc
DECREASED
Shares6,548 from 7,765
Change-1,217 (-16%)
Value$778.6K (-$147.3K)
Filed 2026-10-09
Ridgewood Investments LLC
DECREASED
Shares6,443 from 8,161
Change-1,718 (-21%)
Value$766.1K (-$207.0K)
Filed 2026-10-05
LVM Capital Management LTD
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$749.1K (-$1.9K)
Filed 2026-10-20
Valmark Advisers, Inc.
UNCHANGED
Shares6,204 from 6,204
Change0 (0%)
Value$737.7K (-$2.1K)
Filed 2026-11-06
NBT Bank, N.A.
UNCHANGED
Shares6,180 from 6,180
Change0 (0%)
Value$734.8K (-$2.1K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$706.7K (-$23.3K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares5,937
Change+5,937
Value$705.9K
Filed 2026-10-21
Quadrant Capital Group LLC
DECREASED
Shares5,805 from 5,909
Change-104 (-2%)
Value$690.3K (-$14.3K)
Filed 2026-10-20
Hendershot Investments Inc.
UNCHANGED
Shares5,803 from 5,803
Change0 (0%)
Value$690.0K (-$2.0K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares5,790 from 4,625
Change+1,165 (+25%)
Value$688.4K (+$136.9K)
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares5,527 from 5,527
Change0 (0%)
Value$657.2K (-$1.9K)
Filed 2026-10-21
Monarch Capital Management Inc
INCREASED
Shares5,387 from 5,347
Change+40 (+1%)
Value$640.5K (+$1.0K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares5,297 from 4,294
Change+1,003 (+23%)
Value$629.9K (+$117.8K)
Filed 2026-10-30
Vontobel Holding Ltd.
UNCHANGED
Shares5,266 from 5,266
Change0 (0%)
Value$626.9K (-$941)
Filed 2026-10-16
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$624.2K (-$1.8K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
INCREASED
Shares5,246 from 5,120
Change+126 (+2%)
Value$623.7K (+$13.2K)
Filed 2026-10-27
Meridian Wealth Management, LLC
DECREASED
Shares5,173 from 5,267
Change-94 (-2%)
Value$615.1K (-$13.0K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
NEW
Shares5,052
Change+5,052
Value$600.7K
Filed 2026-11-05
First Pacific Financial
DECREASED
Shares4,916 from 4,940
Change-24 (0%)
Value$584.5K (-$4.5K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares4,640 from 4,666
Change-26 (-1%)
Value$551.7K (-$4.7K)
Filed 2026-10-23
V-Square Quantitative Management LLC
DECREASED
Shares4,619 from 4,734
Change-115 (-2%)
Value$782.5K (-$25.4K)
Filed 2026-10-15
Moors & Cabot, Inc.
DECREASED
Shares4,581 from 5,437
Change-856 (-16%)
Value$544.7K (-$103.6K)
Filed 2026-11-06
Cullen T Bankers, Inc.
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$541.0K (-$1.5K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
UNCHANGED
Shares4,545 from 4,545
Change0 (0%)
Value$540.4K (-$1.5K)
Filed 2026-10-16
Trust Co of the South
DECREASED
Shares4,500 from 4,558
Change-58 (-1%)
Value$535.1K (-$8.4K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares4,367 from 4,419
Change-52 (-1%)
Value$519.2K (-$7.7K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares4,362 from 8,804
Change-4,442 (-50%)
Value$518.6K (-$531.1K)
Filed 2026-10-26
Greenspring Advisors, LLC
INCREASED
Shares4,262 from 2,129
Change+2,133 (+100%)
Value$506.7K (+$252.8K)
Filed 2026-11-05
Grey Ledge Advisors, LLC
INCREASED
Shares4,207 from 4,197
Change+10 (+0%)
Value$500.2K (-$220)
Filed 2026-11-02
D'Orazio & Associates, Inc.
INCREASED
Shares4,162 from 3,095
Change+1,067 (+34%)
Value$494.9K (+$125.8K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares4,149 from 4,294
Change-145 (-3%)
Value$493.3K (-$18.7K)
Filed 2026-10-23
Gateway Investment Advisers LLC
INCREASED
Shares4,146 from 4,077
Change+69 (+2%)
Value$493.0K (+$6.8K)
Filed 2026-10-13
Bennett Selby Investments LP
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$487.5K (-$1.4K)
Filed 2026-10-19
Eagle Bay Advisors LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$475.6K (-$1.4K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares3,924 from 3,441
Change+483 (+14%)
Value$466.6K (+$56.3K)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares3,913 from 3,880
Change+33 (+1%)
Value$465.3K (+$2.6K)
Filed 2026-10-02
Oslo Pensjonsforsikring AS
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$465.4K (+$172)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,845 from 3,928
Change-83 (-2%)
Value$457.1K (-$11.3K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares3,820 from 2,930
Change+890 (+30%)
Value$454.2K (+$104.8K)
Filed 2026-10-21
Hickory Point Bank & Trust
DECREASED
Shares3,814 from 3,853
Change-39 (-1%)
Value$453.5K (-$5.9K)
Filed 2026-10-01
Carnegie Investment Counsel
INCREASED
Shares3,806 from 3,758
Change+48 (+1%)
Value$452.5K (+$4.4K)
Filed 2026-10-20
Natural Investments, LLC
INCREASED
Shares3,796 from 3,765
Change+31 (+1%)
Value$451.3K (+$3.3K)
Filed 2026-11-06
Greenleaf Trust
INCREASED
Shares3,754 from 3,739
Change+15 (+0%)
Value$446.4K (+$513)
Filed 2026-10-29
Ninety One UK Ltd
NEW
Shares3,748
Change+3,748
Value$447.2K
Filed 2026-10-15
Tempus Wealth Planning, LLC
DECREASED
Shares3,649 from 3,883
Change-234 (-6%)
Value$433.9K (-$29.1K)
Filed 2026-10-14
Levin Capital Strategies, L.P.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$428.0K (-$1.2K)
Filed 2026-11-02
Chesley Taft & Associates LLC
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$420.9K (-$1.2K)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares3,530 from 3,709
Change-179 (-5%)
Value$419.7K (-$22.5K)
Filed 2026-10-01
Florida Trust Wealth Management Co
DECREASED
Shares3,482 from 3,532
Change-50 (-1%)
Value$414.0K (-$7.1K)
Filed 2026-11-05
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares3,481 from 2,876
Change+605 (+21%)
Value$415.3K (+$72.3K)
Filed 2026-11-06
PDS Planning, Inc
DECREASED
Shares3,415 from 3,423
Change-8 (0%)
Value$406.0K (-$2.1K)
Filed 2026-11-03
Burney Co/
INCREASED
Shares3,400 from 3,320
Change+80 (+2%)
Value$404.3K (+$8.4K)
Filed 2026-10-15
Danske Bank A/S
INCREASED
Shares3,360 from 837
Change+2,523 (+301%)
Value$807.4K (+$707.9K)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares3,336 from 3,313
Change+23 (+1%)
Value$397.8K (+$2.7K)
Filed 2026-11-06
Howland Capital Management LLC
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$394.7K (-$1.1K)
Filed 2026-10-22
Arcataur Capital Management LLC
UNCHANGED
Shares3,257 from 3,257
Change0 (0%)
Value$387.3K (-$1.1K)
Filed 2026-10-21
Everett Harris & Co
DECREASED
Shares3,248 from 3,338
Change-90 (-3%)
Value$386.2K (-$11.8K)
Filed 2026-10-28
Applied Capital LLC
DECREASED
Shares3,210 from 3,265
Change-55 (-2%)
Value$381.7K (-$7.7K)
Filed 2026-10-07
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$380.5K (-$1.1K)
Filed 2026-11-05
UMB Bank, n.a.
INCREASED
Shares3,192 from 2,906
Change+286 (+10%)
Value$379.5K (+$33.0K)
Filed 2026-11-06
Diversified Trust Co
DECREASED
Shares3,152 from 3,267
Change-115 (-4%)
Value$374.8K (-$14.8K)
Filed 2026-11-06
Portside Wealth Group, LLC
NEW
Shares3,124
Change+3,124
Value$371.4K
Filed 2026-10-20
Stokes Capital Advisors, LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$368.6K (-$1.1K)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares3,052 from 3,043
Change+9 (+0%)
Value$362.9K (+$118)
Filed 2026-10-29
Excalibur Management Corp
UNCHANGED
Shares3,024 from 3,024
Change0 (0%)
Value$359.6K (-$1.0K)
Filed 2026-11-02
Kampmann Melissa S.
DECREASED
Shares2,950 from 3,365
Change-415 (-12%)
Value$350.8K (-$50.5K)
Filed 2026-10-28
Constitution Capital LLC
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$348.6K (-$997)
Filed 2026-10-23
Southern Michigan Bank & Trust
DECREASED
Shares2,897 from 3,004
Change-107 (-4%)
Value$344.5K (-$13.7K)
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares2,894 from 2,843
Change+51 (+2%)
Value$344.1K (+$5.1K)
Filed 2026-10-20
Retirement Planning Group, LLC
UNCHANGED
Shares2,893 from 2,893
Change0 (0%)
Value$344.0K (-$983)
Filed 2026-10-19
Outlook Wealth Advisors, LLC
DECREASED
Shares2,870 from 3,316
Change-446 (-13%)
Value$341.3K (-$54.1K)
Filed 2026-10-28
Birch Capital Management, LLC
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$339.6K (-$971)
Filed 2026-10-27
Forbes J M & Co LLP
DECREASED
Shares2,853 from 3,090
Change-237 (-8%)
Value$339.2K (-$29.2K)
Filed 2026-10-16
Fulcrum Asset Management LLP
DECREASED
Shares2,775 from 2,998
Change-223 (-7%)
Value$334.5K (-$26.3K)
Filed 2026-11-04
Avalon Capital Management
DECREASED
Shares2,747 from 3,887
Change-1,140 (-29%)
Value$326.6K (-$136.9K)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares2,709 from 2,482
Change+227 (+9%)
Value$322.0K (+$26.1K)
Filed 2026-11-06
Mattern Wealth Management LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$321.0K (-$918)
Filed 2026-11-04
Pecaut & Co.
UNCHANGED
Shares2,684 from 2,684
Change0 (0%)
Value$319.1K (-$912)
Filed 2026-10-27
Birch Hill Investment Advisors LLC
NEW
Shares2,642
Change+2,642
Value$314.1K
Filed 2026-10-16
CWA Asset Management Group, LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$313.9K (-$898)
Filed 2026-10-19
Eastern Bank
DECREASED
Shares2,637 from 2,937
Change-300 (-10%)
Value$313.5K (-$36.7K)
Filed 2026-10-05
Diversify Advisory Services, LLC
INCREASED
Shares2,632 from 1,903
Change+729 (+38%)
Value$317.7K (+$72.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares2,632 from 1,903
Change+729 (+38%)
Value$317.7K (+$72.5K)
Filed 2026-10-20
Trust Point Inc.
UNCHANGED
Shares2,627 from 2,627
Change0 (0%)
Value$312.4K (-$896)
Filed 2026-10-27
Contravisory Investment Management, Inc.
NEW
Shares2,608
Change+2,608
Value$310.1K
Filed 2026-10-13
Kaydan Wealth Management, Inc.
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$308.2K (-$881)
Filed 2026-10-08
Tctc Holdings, LLC
INCREASED
Shares2,518 from 2,484
Change+34 (+1%)
Value$299.4K (+$3.2K)
Filed 2026-11-02
Marks Group Wealth Management, Inc
DECREASED
Shares2,509 from 2,660
Change-151 (-6%)
Value$298.3K (-$18.9K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares2,496 from 1,720
Change+776 (+45%)
Value$296.8K (+$91.7K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares2,470 from 2,460
Change+10 (+0%)
Value$293.7K (+$370)
Filed 2026-11-03
Weatherly Asset Management L. P.
DECREASED
Shares2,365 from 3,115
Change-750 (-24%)
Value$281.2K (-$90.2K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$290.8K (-$17.5K)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares2,359 from 1,723
Change+636 (+37%)
Value$280.5K (+$75.0K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
NEW
Shares2,341
Change+2,341
Value$278.3K
Filed 2026-11-05
Midwest Trust Co
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$276.6K (-$791)
Filed 2026-10-22
Koshinski Asset Management, Inc.
DECREASED
Shares2,290 from 2,326
Change-36 (-2%)
Value$272.3K (-$5.1K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
INCREASED
Shares2,270 from 2,103
Change+167 (+8%)
Value$269.9K (+$19.1K)
Filed 2026-10-13
Cullen Investment Group, Ltd.
INCREASED
Shares2,261 from 2,241
Change+20 (+1%)
Value$268.0K (+$807)
Filed 2026-10-13
GAM Holding AG
DECREASED
Shares2,200 from 2,700
Change-500 (-19%)
Value$262.5K (-$59.5K)
Filed 2026-11-03
Northeast Investment Management
DECREASED
Shares2,145 from 2,160
Change-15 (-1%)
Value$255.0K (-$2.5K)
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares2,115 from 2,279
Change-164 (-7%)
Value$251.5K (-$20.3K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares2,112 from 2,122
Change-10 (0%)
Value$251.1K (-$1.9K)
Filed 2026-11-04
Revolve Wealth Partners, LLC
DECREASED
Shares2,100 from 4,213
Change-2,113 (-50%)
Value$249.7K (-$252.7K)
Filed 2026-10-23
Hartline Investment Corp/
DECREASED
Shares2,100 from 3,600
Change-1,500 (-42%)
Value$249.7K (-$179.6K)
Filed 2026-10-29
Radnor Capital Management, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$249.7K (-$714)
Filed 2026-10-23
Chicago Trust Co NA
DECREASED
Shares2,063 from 2,229
Change-166 (-7%)
Value$245.3K (-$20.5K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares2,060 from 2,117
Change-57 (-3%)
Value$245.0K (-$7.5K)
Filed 2026-10-28
Strategy Asset Managers LLC
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$244.2K (-$698)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$242.3K (-$693)
Filed 2026-10-30
Neville Rodie & Shaw Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$238 (-$237.8K)
Filed 2026-10-05
Cooper Financial Group
INCREASED
Shares1,971 from 1,812
Change+159 (+9%)
Value$234.3K (+$18.2K)
Filed 2026-10-07
Sky Investment Group LLC
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$233.0K (-$666)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares1,956 from 1,852
Change+104 (+6%)
Value$232.6K (+$11.7K)
Filed 2026-10-14
Alchemi Wealth, LLC
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$226.4K (-$647)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
UNCHANGED
Shares1,895 from 1,895
Change0 (0%)
Value$225.3K (-$644)
Filed 2026-10-21
Fagan Associates, Inc.
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$220.0K (-$629)
Filed 2026-10-13
Busey Bank
UNCHANGED
Shares1,843 from 1,843
Change0 (0%)
Value$219.1K (-$626)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares1,834 from 1,955
Change-121 (-6%)
Value$218.1K (-$15.1K)
Filed 2026-11-03
Norris Perne & French LLP
NEW
Shares1,832
Change+1,832
Value$217.8K
Filed 2026-10-23
Boston Trust Walden Corp
DECREASED
Shares1,815 from 1,820
Change-5 (0%)
Value$215.8K (-$1.2K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares1,799 from 1,791
Change+8 (+0%)
Value$213.9K (+$362)
Filed 2026-10-26
Oakworth Capital, Inc.
INCREASED
Shares1,781 from 1,641
Change+140 (+9%)
Value$211.8K (+$16.1K)
Filed 2026-10-26
Old National Bancorp
DECREASED
Shares1,759 from 1,821
Change-62 (-3%)
Value$209.1K (-$8.0K)
Filed 2026-10-20
Fulton Bank, N.A.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$208.1K (-$595)
Filed 2026-10-14
Summit Global Investments
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$207.0K (-$1.0K)
Filed 2026-10-28
Canopy Partners, LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$206.5K (-$591)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares1,733 from 2,946
Change-1,213 (-41%)
Value$206.1K (-$145.2K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares1,733 from 1,692
Change+41 (+2%)
Value$206.0K (+$4.2K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
INCREASED
Shares1,726 from 1,700
Change+26 (+2%)
Value$205.2K (+$2.5K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
NEW
Shares1,684
Change+1,684
Value$200.2K
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares1,620 from 1,616
Change+4 (+0%)
Value$192.7K (-$74)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares1,582 from 758
Change+824 (+109%)
Value$188.1K (+$97.7K)
Filed 2026-10-21
Kelleher Financial Advisors
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$185.5K (-$531)
Filed 2026-10-30
Pathway Financial Advisers, LLC
NEW
Shares1,526
Change+1,526
Value$181.4K
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$180.4K (-$516)
Filed 2026-10-16
Swiss RE LTD
INCREASED
Shares1,482 from 901
Change+581 (+64%)
Value$176.8K (+$69.4K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares1,476 from 1,270
Change+206 (+16%)
Value$175.5K (+$24.1K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares1,411 from 786
Change+625 (+80%)
Value$167.8K (+$74.0K)
Filed 2026-11-05
Gen-Wealth Partners Inc
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$163.8K (-$469)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares1,041 from 1,046
Change-5 (0%)
Value$123.8K (-$950)
Filed 2026-11-06
Northstar Asset Management Co
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$125.5K (-$7.6K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$113.8K (-$326)
Filed 2026-10-05
West Branch Capital LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$113.0K (-$323)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares916 from 893
Change+23 (+3%)
Value$108.9K (+$2.4K)
Filed 2026-10-27
Nemes Rush Group LLC
INCREASED
Shares896 from 891
Change+5 (+1%)
Value$106.5K (+$264)
Filed 2026-11-04
CX Institutional
DECREASED
Shares869 from 1,366
Change-497 (-36%)
Value$103 (-$162.9K)
Filed 2026-10-02
Private Trust Co NA
INCREASED
Shares834 from 782
Change+52 (+7%)
Value$99.2K (+$5.9K)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$98.4K (+$19)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$92.4K (-$264)
Filed 2026-10-22
Spire Wealth Management
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$90.2K (-$258)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares738 from 668
Change+70 (+10%)
Value$87.7K (+$8.1K)
Filed 2026-10-08
IFG Advisory, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$87.7K (-$251)
Filed 2026-11-09
Grove Bank & Trust
INCREASED
Shares678 from 673
Change+5 (+1%)
Value$80.6K (+$365)
Filed 2026-10-08
TFC Financial Management, Inc.
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$72.9K (-$209)
Filed 2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$69.9K (-$200)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$67.1K (-$191)
Filed 2026-10-22
Cromwell Holdings LLC
INCREASED
Shares548 from 546
Change+2 (+0%)
Value$65.2K (+$52)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$64.3K (-$184)
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$62.5K (-$178)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED
Shares500 from 250
Change+250 (+100%)
Value$59.7K (+$29.8K)
Filed 2026-10-08
Fortitude Family Office, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$59.5K (-$170)
Filed 2026-10-14
Clean Yield Group
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$59.5K (-$170)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares450 from 400
Change+50 (+13%)
Value$53.5K (+$5.8K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$52.8K (-$151)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares409 from 417
Change-8 (-2%)
Value$48.6K (-$1.1K)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$47.9K (-$137)
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$47.0K (-$134)
Filed 2026-10-19
SBI Securities Co., Ltd.
DECREASED
Shares379 from 411
Change-32 (-8%)
Value$45.1K (-$3.9K)
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$44.9K (-$128)
Filed 2026-11-05
Leonteq Securities AG
INCREASED
Shares344 from 282
Change+62 (+22%)
Value$41.6K (+$7.3K)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$40.4K (-$116)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares337
Change+337
Value$40.1K
Filed 2026-10-27
First Command Advisory Services, Inc.
NEW
Shares330
Change+330
Value$39.2K
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares322 from 397
Change-75 (-19%)
Value$38.3K (-$9.1K)
Filed 2026-10-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$36.0K ($0)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$35.7K (-$102)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$35.0K (-$100)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$34.5K (-$99)
Filed 2026-10-06
True Wealth Design, LLC
INCREASED
Shares285 from 280
Change+5 (+2%)
Value$33.9K (+$499)
Filed 2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$33.3K (-$96)
Filed 2026-10-09
High Point Wealth Management, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$32.0K (-$91)
Filed 2026-11-05
Align Financial, LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$31.4K (-$89)
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$31.2K (-$89)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares254
Change+254
Value$30.2K
Filed 2026-10-21
Financial Network Wealth Advisors LLC
INCREASED
Shares238 from 117
Change+121 (+103%)
Value$28.3K (+$14.3K)
Filed 2026-10-28
Avion Wealth
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$28.0K ($0)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$27.9K (-$79)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares212 from 218
Change-6 (-3%)
Value$25.2K (-$787)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares208
Change+208
Value$24.7K
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$24.5K (-$70)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$24.4K (-$70)
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$23.8K (-$68)
Filed 2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$23.8K (-$68)
Filed 2026-11-03
Financial Management Professionals, Inc.
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$21.9K (-$62)
Filed 2026-10-23
Bare Financial Services, Inc
INCREASED
Shares178 from 154
Change+24 (+16%)
Value$21.2K (+$2.8K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares173 from 148
Change+25 (+17%)
Value$20.6K (+$2.9K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares168 from 171
Change-3 (-2%)
Value$20.0K (-$514)
Filed 2026-10-29
Essential Partners LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$19.5K (-$55)
Filed 2026-10-14
IAG Wealth Partners, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$19.3K (-$55)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$19.3K (-$55)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares160
Change+160
Value$19.0K
Filed 2026-10-28
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares151 from 74
Change+77 (+104%)
Value$18.0K (+$9.1K)
Filed 2026-10-07
Hanson & Doremus Investment Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$18.0K ($0)
Filed 2026-10-16
Zions Bancorporation, National Association
DECREASED
Shares147 from 155
Change-8 (-5%)
Value$17.5K (-$1.0K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$16.8K (-$48)
Filed 2026-10-20
MV Capital Management, Inc.
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$16.5K (-$47)
Filed 2026-10-29
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares135 from 134
Change+1 (+1%)
Value$16.0K (+$18)
Filed 2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$16.1K (-$45)
Filed 2026-10-22
Albion Financial Group
INCREASED
Shares121 from 109
Change+12 (+11%)
Value$14.4K (+$1.4K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares114 from 100
Change+14 (+14%)
Value$13.6K (+$1.6K)
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares107 from 69
Change+38 (+55%)
Value$12.7K (+$4.5K)
Filed 2026-10-29
Compass Financial Management LLC
NEW
Shares102
Change+102
Value$12.1K
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.9K (-$34)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.9K (-$34)
Filed 2026-10-13
Ascentis Wealth Management, LLC
NEW
Shares93
Change+93
Value$11.1K
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$10.9K (-$31)
Filed 2026-10-21
Financial Consulate, Inc
INCREASED
Shares88 from 66
Change+22 (+33%)
Value$10.5K (+$2.6K)
Filed 2026-10-23
High Note Wealth, LLC
DECREASED
Shares84 from 90
Change-6 (-7%)
Value$10.0K (-$744)
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$8.9K (-$25)
Filed 2026-10-07
Gilpin Wealth Management, LLC
NEW
Shares70
Change+70
Value$8.3K
Filed 2026-10-09
Nova Financial LLC
NEW
Shares61
Change+61
Value$7.3K
Filed 2026-11-04
Highline Wealth Partners LLC
NEW
Shares60
Change+60
Value$7.1K
Filed 2026-10-19
GK Wealth Management LLC
NEW
Shares53
Change+53
Value$6.3K
Filed 2026-10-09
Archer Investment Corp
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$5.2K (-$15)
Filed 2026-11-05
Washington Trust Advisors, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.1K (-$14)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$5.0K (+$12)
Filed 2026-11-02
Adirondack Trust Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.8K (-$13)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.0K (-$11)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.9K (-$11)
Filed 2026-10-14
Winch Advisory Services, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$4.0K (+$10)
Filed 2026-11-06
North Star Investment Management Corp.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$3.2K (-$9)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
NEW
Shares26
Change+26
Value$3.1K
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.1K (-$6)
Filed 2026-10-14
Valued Wealth Advisors LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.0K (-$6)
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.8K (-$2)
Filed 2026-10-29
Country Trust Bank
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.7K (-$4)
Filed 2026-10-30
Caldwell Trust Co
DECREASED
Shares13 from 201
Change-188 (-94%)
Value$1.5K (-$22.4K)
Filed 2026-10-30
Fairman Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (-$4)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (+$1)
Filed 2026-11-02
Thompson Investment Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (-$3)
Filed 2026-10-14
Rossby Financial, LCC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.1K (-$3)
Filed 2026-11-05
Clark Wealth Partners
NEW
Shares7
Change+7
Value$833
Filed 2026-10-19
Breakwater Investment Management
NEW
Shares6
Change+6
Value$714
Filed 2026-10-20
Fairway Wealth LLC
NEW
Shares5
Change+5
Value$595
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
DECREASED
Shares4 from 2,394
Change-2,390 (-100%)
Value$476 (-$285.0K)
Filed 2026-10-29
Arga Investment Management, LP
CLOSED
Shares0 from 253,298
Change-253,298 (-100%)
Value$0 (-$30.2M)
Filed 2026-10-30
Daiwa Securities Group Inc.
CLOSED
Shares0 from 236,907
Change-236,907 (-100%)
Value$0 (-$28.2M)
Filed 2026-10-29
FNY Investment Advisers, LLC
CLOSED
Shares0 from 43,300
Change-43,300 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-16
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 24,289
Change-24,289 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 3,310
Change-3,310 (-100%)
Value$0 (-$394.7K)
Filed 2026-11-04
Glenview Trust Co
CLOSED
Shares0 from 3,011
Change-3,011 (-100%)
Value$0 (-$359.0K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 2,218
Change-2,218 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 2,034
Change-2,034 (-100%)
Value$0 (-$242.5K)
Filed 2026-10-09
Riverbridge Partners LLC
CLOSED
Shares0 from 1,739
Change-1,739 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,394
Change-1,394 (-100%)
Value$0 (-$166.2K)
Filed 2026-10-15
Midway Capital Research & Management
CLOSED
Shares0 from 1,379
Change-1,379 (-100%)
Value$0 (-$164.4K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 590
Change-590 (-100%)
Value$0 (-$70.4K)
Filed 2026-10-23
Tobam
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$98)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$53.6K)
Filed 2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$30)
Filed 2026-10-22
Jcic Asset Management Inc.
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-30
MCF Advisors LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-13
Axiom Investment Management LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$15.5K)
Filed 2026-11-03
Investors Research Corp
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-07
American Capital Advisory, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-29
Horizon Financial Services, LLC
DECREASED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-04
Gates Foundation Trust
N/A
Shares— from 51,826,786
Change-51,826,786 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 31,156,081
Change-31,156,081 (-100%)
Value—
FIL Ltd
N/A
Shares— from 19,129,315
Change-19,129,315 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 18,962,558
Change-18,962,558 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 16,518,344
Change-16,518,344 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 15,918,701
Change-15,918,701 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 14,841,305
Change-14,841,305 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 9,907,691
Change-9,907,691 (-100%)
Value—
TCI Fund Management LtdA
N/A
Shares— from 9,433,422
Change-9,433,422 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 8,537,192
Change-8,537,192 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,761,268
Change-6,761,268 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 6,052,322
Change-6,052,322 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 5,964,425
Change-5,964,425 (-100%)
Value—
Norges Bank
N/A
Shares— from 5,695,165
Change-5,695,165 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 5,674,241
Change-5,674,241 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 5,390,831
Change-5,390,831 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 5,303,746
Change-5,303,746 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 5,152,780
Change-5,152,780 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,025,832
Change-5,025,832 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,816,343
Change-4,816,343 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,462,797
Change-4,462,797 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,986,362
Change-3,986,362 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,911,519
Change-3,911,519 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,891,768
Change-3,891,768 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,802,550
Change-3,802,550 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,675,358
Change-3,675,358 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,129,271
Change-3,129,271 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,621,159
Change-2,621,159 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,325,865
Change-2,325,865 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,069,940
Change-2,069,940 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 1,826,068
Change-1,826,068 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,824,799
Change-1,824,799 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,718,819
Change-1,718,819 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,718,110
Change-1,718,110 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,672,400
Change-1,672,400 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,417,278
Change-1,417,278 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,406,399
Change-1,406,399 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,398,413
Change-1,398,413 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,359,885
Change-1,359,885 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,335,451
Change-1,335,451 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,269,855
Change-1,269,855 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,236,343
Change-1,236,343 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,156,300
Change-1,156,300 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 936,884
Change-936,884 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 912,231
Change-912,231 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 765,088
Change-765,088 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 750,814
Change-750,814 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 745,247
Change-745,247 (-100%)
Value—
Scheer, Rowlett & Associates Investment Management Ltd.
N/A
Shares— from 727,812
Change-727,812 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 716,203
Change-716,203 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 685,127
Change-685,127 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 683,667
Change-683,667 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 651,600
Change-651,600 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 628,393
Change-628,393 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 599,765
Change-599,765 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 537,896
Change-537,896 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 530,857
Change-530,857 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 524,812
Change-524,812 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 516,827
Change-516,827 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 516,526
Change-516,526 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 502,283
Change-502,283 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 496,796
Change-496,796 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 494,412
Change-494,412 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 490,628
Change-490,628 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 473,152
Change-473,152 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 465,944
Change-465,944 (-100%)
Value—
Aviva PLC
N/A
Shares— from 464,294
Change-464,294 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 422,207
Change-422,207 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 400,958
Change-400,958 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 400,815
Change-400,815 (-100%)
Value—
UBS Group AG
N/A
Shares— from 379,861
Change-379,861 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 339,921
Change-339,921 (-100%)
Value—
Encompass Capital Advisors LLC
N/A
Shares— from 325,000
Change-325,000 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 307,260
Change-307,260 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 297,433
Change-297,433 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 291,367
Change-291,367 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 287,270
Change-287,270 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 280,253
Change-280,253 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 273,682
Change-273,682 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 252,943
Change-252,943 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 248,900
Change-248,900 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 246,275
Change-246,275 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 245,141
Change-245,141 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 239,337
Change-239,337 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 234,260
Change-234,260 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 223,067
Change-223,067 (-100%)
Value—
Summitry LLC
N/A
Shares— from 219,683
Change-219,683 (-100%)
Value—
Capital International Investors
N/A
Shares— from 217,121
Change-217,121 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 216,085
Change-216,085 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 211,564
Change-211,564 (-100%)
Value—
YCG, LLC
N/A
Shares— from 207,945
Change-207,945 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 200,571
Change-200,571 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 187,993
Change-187,993 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 184,242
Change-184,242 (-100%)
Value—
Man Group plc
N/A
Shares— from 181,084
Change-181,084 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 180,713
Change-180,713 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 177,519
Change-177,519 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 170,467
Change-170,467 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 169,483
Change-169,483 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 169,400
Change-169,400 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 168,600
Change-168,600 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 162,577
Change-162,577 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 161,814
Change-161,814 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 153,915
Change-153,915 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 150,974
Change-150,974 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 149,577
Change-149,577 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 149,482
Change-149,482 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 144,026
Change-144,026 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 144,020
Change-144,020 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 143,847
Change-143,847 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 143,496
Change-143,496 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 141,546
Change-141,546 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 133,846
Change-133,846 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 132,482
Change-132,482 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 124,116
Change-124,116 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 120,500
Change-120,500 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 114,124
Change-114,124 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 108,575
Change-108,575 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 106,608
Change-106,608 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 105,443
Change-105,443 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 104,920
Change-104,920 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 102,964
Change-102,964 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 101,890
Change-101,890 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 100,327
Change-100,327 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 96,458
Change-96,458 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 96,336
Change-96,336 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 91,469
Change-91,469 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 90,119
Change-90,119 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 89,636
Change-89,636 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 88,072
Change-88,072 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 85,258
Change-85,258 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 84,388
Change-84,388 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 84,006
Change-84,006 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 83,489
Change-83,489 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 82,840
Change-82,840 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 82,658
Change-82,658 (-100%)
Value—
Turas Capital Management LP
N/A
Shares— from 78,063
Change-78,063 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 77,884
Change-77,884 (-100%)
Value—
State Street Corp
N/A
Shares— from 77,572
Change-77,572 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 77,226
Change-77,226 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 72,524
Change-72,524 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 71,406
Change-71,406 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 67,405
Change-67,405 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 64,960
Change-64,960 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 63,272
Change-63,272 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 61,712
Change-61,712 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 60,250
Change-60,250 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 59,062
Change-59,062 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 57,202
Change-57,202 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 54,211
Change-54,211 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 53,005
Change-53,005 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 52,841
Change-52,841 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 51,425
Change-51,425 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 49,603
Change-49,603 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 49,437
Change-49,437 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 49,077
Change-49,077 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 46,220
Change-46,220 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 46,100
Change-46,100 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 45,226
Change-45,226 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 42,654
Change-42,654 (-100%)
Value—
Capital World Investors
N/A
Shares— from 41,433
Change-41,433 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 39,510
Change-39,510 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 38,450
Change-38,450 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 37,553
Change-37,553 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 36,097
Change-36,097 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 35,253
Change-35,253 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 34,693
Change-34,693 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,398
Change-32,398 (-100%)
Value—
Blair William & Co
N/A
Shares— from 32,101
Change-32,101 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 31,828
Change-31,828 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 31,221
Change-31,221 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 30,994
Change-30,994 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 30,771
Change-30,771 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,626
Change-30,626 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 29,675
Change-29,675 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 28,923
Change-28,923 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 27,782
Change-27,782 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 27,487
Change-27,487 (-100%)
Value—
Commerce Bank
N/A
Shares— from 27,323
Change-27,323 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 26,898
Change-26,898 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 26,355
Change-26,355 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 26,100
Change-26,100 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 26,031
Change-26,031 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 25,704
Change-25,704 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 25,480
Change-25,480 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 25,396
Change-25,396 (-100%)
Value—
Fairfax Financial Holdings LTD/ CAN
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 24,550
Change-24,550 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 24,134
Change-24,134 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 23,952
Change-23,952 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,782
Change-23,782 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 23,641
Change-23,641 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 23,484
Change-23,484 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 23,096
Change-23,096 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,865
Change-22,865 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 22,400
Change-22,400 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,935
Change-21,935 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 21,478
Change-21,478 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,861
Change-20,861 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,776
Change-20,776 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19,986
Change-19,986 (-100%)
Value—
Nwam LLC
N/A
Shares— from 19,754
Change-19,754 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,558
Change-19,558 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,352
Change-19,352 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 19,278
Change-19,278 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Altrafin AG
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 17,920
Change-17,920 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 16,740
Change-16,740 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 16,296
Change-16,296 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 15,623
Change-15,623 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,554
Change-15,554 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 15,243
Change-15,243 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 14,821
Change-14,821 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 14,759
Change-14,759 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,684
Change-14,684 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 14,150
Change-14,150 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,613
Change-13,613 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 13,168
Change-13,168 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,975
Change-12,975 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,588
Change-12,588 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 12,412
Change-12,412 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 12,132
Change-12,132 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 11,333
Change-11,333 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,226
Change-11,226 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 11,149
Change-11,149 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 11,008
Change-11,008 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 10,718
Change-10,718 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 10,126
Change-10,126 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 9,848
Change-9,848 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 9,512
Change-9,512 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 9,133
Change-9,133 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 8,135
Change-8,135 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 5,558
Change-5,558 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
&partners
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5,052
Change-5,052 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 995
Change-995 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 995
Change-995 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 919
Change-919 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 903
Change-903 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 700
Change-700 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 600
Change-600 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 440
Change-440 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 365
Change-365 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 337
Change-337 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 263
Change-263 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 223
Change-223 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 200
Change-200 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 166
Change-166 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 135
Change-135 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 128
Change-128 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 118
Change-118 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 63
Change-63 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 21
Change-21 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Quarry LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
MacKenzie Financial Corp
DECREASED8,662,3878,939,323-276,936-3%$1.5B$1.0B-$482.1M2026-11-02
CIBC Asset Management Inc
INCREASED7,519,2746,861,848+657,426+10%$819.9M$899.9M+$80.0M2026-11-05
Geode Capital Management, LLC
INCREASED6,827,3095,829,986+997,323+17%$706.7M$840.8M+$134.1M2026-11-06
Deutsche Bank Ag\
DECREASED6,049,1856,062,146-12,9610%$722.9M$719.2M-$3.6M2026-11-06
TD Waterhouse Canada Inc.
INCREASED4,546,3564,297,955+248,401+6%$514.6M$532.5M+$17.9M2026-10-16
Fiera Capital Corp
DECREASED4,129,0995,406,877-1,277,778-24%$644.0M$492.0M-$151.9M2026-11-06
Canoe Financial LP
DECREASED3,309,7963,407,690-97,894-3%$406.3M$388.0M-$18.2M2026-10-21
Troy Asset Management Ltd
INCREASED2,599,4592,564,246+35,213+1%$322.3M$324.6M+$2.4M2026-10-28
PineStone Asset Management Inc.
DECREASED1,914,6552,034,355-119,700-6%$242.6M$227.7M-$14.9M2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED1,850,1642,105,136-254,972-12%$251.1M$220.8M-$30.4M2026-11-04
Dimensional Fund Advisors LP
INCREASED1,478,0631,440,786+37,277+3%$171.8M$175.8M+$3.9M2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,246,5561,251,453-4,8970%$149.2M$148.2M-$1.0M2026-10-23
Cardinal Capital Management, Inc.
DECREASED1,190,2681,254,252-63,984-5%$149.4M$142.0M-$7.3M2026-10-16
Letko, Brosseau & Associates Inc
DECREASED1,014,0971,027,674-13,577-1%$122.6M$121.0M-$1.6M2026-11-06
Amundi
DECREASED845,591860,943-15,352-2%$102.7M$100.5M-$2.1M2026-11-06
Russell Investments Group, Ltd.
DECREASED677,641795,350-117,709-15%$94.9M$80.7M-$14.1M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED629,436456,770+172,666+38%$46.8K$75.9K+$29.1K2026-10-27
Bank of New York Mellon Corp
INCREASED625,967552,853+73,114+13%$65.9M$74.4M+$8.5M2026-11-05
AGF Management LTD
INCREASED620,775540,109+80,666+15%$88.4M$98.0M+$9.7M2026-11-03
QV Investors Inc.
DECREASED588,645591,760-3,115-1%$70.6M$70.2M-$360.0K2026-10-20
Addenda Capital Inc.
INCREASED563,835548,874+14,961+3%$92.9M$95.5M+$2.6M2026-10-13
Value Partners Investments Inc.
DECREASED467,268607,648-140,380-23%$72.4M$55.8M-$16.6M2026-10-19
Intact Investment Management Inc.
DECREASED388,050955,760-567,710-59%$114.0M$46.2M-$67.9M2026-11-03
Barclays PLC
INCREASED382,741334,663+48,078+14%$39.9M$45.5M+$5.6M2026-11-06
Cidel Asset Management Inc
DECREASED374,166403,673-29,507-7%$48.2M$44.6M-$3.5M2026-10-29
Morguard Lincluden Global Investments Ltd
DECREASED309,176324,110-14,934-5%$54.9K$52.4K-$2.5K2026-10-28
BCV Asset Management Inc.
INCREASED297,509288,600+8,909+3%$34.7M$35.6M+$899.7K2026-11-06
Pictet Asset Management Holding SA
DECREASED259,935263,926-3,991-2%$31.5M$31.0M-$470.5K2026-11-03
Guardian Partners Inc.
INCREASED237,313234,079+3,234+1%$27.9M$28.3M+$395.1K2026-10-21
Louisbourg Investments Inc.
DECREASED225,172251,810-26,638-11%$30.0M$26.9M-$3.1M2026-10-20
Citigroup Inc
INCREASED184,993108,189+76,804+71%$12.9M$22.1M+$9.2M2026-11-04
Rempart Asset Management Inc.
UNCHANGED184,692184,69200%$22.0M$22.0M$02026-10-20
Verity & Verity, LLC
INCREASED178,158174,304+3,854+2%$20.8M$21.2M+$399.0K2026-10-23
Montrusco Bolton Investments Inc.
DECREASED169,164184,690-15,526-8%$22.0M$20.2M-$1.8M2026-10-13
Swiss Life Asset Management Ltd
INCREASED157,590133,111+24,479+18%$15.8M$18.8M+$3.0M2026-11-03
Nykredit A/S
DECREASED154,112168,412-14,300-8%$20.1M$18.4M-$1.7M2026-11-06
Mn Services Vermogensbeheer B.V.
UNCHANGED151,395151,39500%$18.1M$18.1M+$3.0K2026-10-08
Triasima Portfolio Management inc.
INCREASED145,653107,420+38,233+36%$12.8M$17.4M+$4.6M2026-10-15
Haven Global Partners, LLC
DECREASED141,272187,000-45,728-24%$22.3M$16.9M-$5.5M2026-10-13
Cardinal Point Capital Management ULC
DECREASED134,972134,987-150%$16.1M$16.1M+$37.4K2026-10-21
L. Roy Papp & Associates, LLP
DECREASED132,844133,614-770-1%$15.9M$15.8M-$137.0K2026-10-21
Cambiar Investors LLC
DECREASED126,342131,631-5,289-4%$15.7M$15.0M-$673.6K2026-11-04
LPL Financial LLC
INCREASED123,192116,598+6,594+6%$13.9M$14.6M+$744.4K2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED122,009118,480+3,529+3%$14.1M$14.5M+$389.9K2026-10-23
Fisher Asset Management, LLC
DECREASED121,785205,216-83,431-41%$24.5M$14.5M-$10.0M2026-11-06
Pinnacle Associates LTD
DECREASED116,348116,678-3300%$13.9M$13.8M-$78.9K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED113,837122,198-8,361-7%$14.6M$13.5M-$1.0M2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED101,878115,446-13,568-12%$13.8M$12.2M-$1.6M2026-10-19
Rothschild & Co Wealth Management UK Ltd
INCREASED96,12191,989+4,132+4%$11.0M$11.4M+$460.0K2026-10-20
Vestor Capital, LLC
INCREASED94,4861,465+93,021+6350%$54$4.6K+$4.5K2026-11-04
Weybosset Research & Management LLC
DECREASED87,09587,922-827-1%$10.5M$10.4M-$128.2K2026-10-19
SEB Asset Management AB
DECREASED83,64586,249-2,604-3%$10.3M$10.0M-$308.7K2026-11-04
Creative Planning
INCREASED80,64577,156+3,489+5%$9.2M$9.6M+$388.6K2026-11-02
PNC Financial Services Group, Inc.
INCREASED77,26270,861+6,401+9%$8.4M$9.2M+$737.0K2026-11-06
Achmea Investment Management B.V.
NEW76,351—+76,351——$9.1M—2026-10-30
Kornitzer Capital Management Inc
UNCHANGED73,99873,99800%$8.8M$8.8M-$25.2K2026-11-03
Dillon & Associates Inc
DECREASED72,23073,054-824-1%$8.7M$8.6M-$98.0K2026-10-22
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED70,73974,252-3,513-5%$8.9M$8.4M-$443.1K2026-10-30
US Bancorp \de\
DECREASED69,77470,662-888-1%$8.4M$8.3M-$129.6K2026-11-05
Kwmg, LLC
INCREASED67,83866,610+1,228+2%$7.9M$8.1M+$123.4K2026-10-07
Great Lakes Advisors, LLC
DECREASED64,00978,063-14,054-18%$9.3M$7.6M-$1.7M2026-11-06
Patten & Patten Inc
DECREASED63,95564,669-714-1%$7.7M$7.6M-$106.9K2026-10-26
Ausbil Investment Management Ltd
INCREASED63,66256,806+6,856+12%$6.8M$7.6M+$829.1K2026-10-08
Maryland State Retirement & Pension System
INCREASED63,32761,063+2,264+4%$7.3M$7.5M+$259.3K2026-11-05
Generali Asset Management SPA SGR
INCREASED62,44055,953+6,487+12%$9.5M$10.6M+$1.1M2026-10-26
Guinness Asset Management LTD
NEW59,677—+59,677——$7.1M—2026-11-05
Gold Investment Management Ltd.
INCREASED57,18156,629+552+1%$6.8M$6.8M+$51.3K2026-10-19
Brown, Lisle Ings, Inc.
INCREASED55,35854,928+430+1%$6.5M$6.6M+$32.5K2026-10-16
Union Bancaire Privee, UBP SA
DECREASED54,12663,021-8,895-14%$13.3M$10.5M-$2.9M2026-11-04
Waratah Capital Advisors Ltd.
DECREASED54,12590,425-36,300-40%$10.8M$6.4M-$4.3M2026-11-06
Markel Group Inc.
UNCHANGED53,50053,50000%$6.4M$6.4M-$18.2K2026-10-30
Founders Capital Management, LLC
DECREASED52,86053,315-455-1%$6.4M$6.3M-$72.2K2026-10-23
White Pine Investment Co
DECREASED52,50653,065-559-1%$6.3M$6.2M-$84.0K2026-10-15
Gradient Investments LLC
DECREASED50,46453,574-3,110-6%$6.4M$6.0M-$387.9K2026-10-08
Azzad Asset Management Inc
INCREASED50,32249,777+545+1%$5.9M$6.0M+$47.9K2026-11-04
Costello Asset Management, Inc
DECREASED49,85950,365-506-1%$6.0M$5.9M-$77.3K2026-10-30
JLB & Associates Inc
DECREASED47,13549,235-2,100-4%$5.9M$5.6M-$250.4K2026-10-27
Motley Fool Asset Management LLC
DECREASED46,17747,207-1,030-2%$5.6M$5.5M-$138.5K2026-10-27
Pittenger & Anderson Inc
INCREASED44,57540,465+4,110+10%$4.8M$5.3M+$474.9K2026-11-02
Fideuram Asset Management (Ireland) dac
INCREASED43,82721,160+22,667+107%$3.5M$7.9M+$4.4M2026-10-29
Letson Investment Management, Inc.
UNCHANGED43,26543,26500%$5.2M$5.1M-$14.7K2026-11-05
Thrivent Financial for Lutherans
INCREASED41,19341,138+55+0%$4.9M$4.9M+$8.0K2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED40,01745,658-5,641-12%$5.4M$4.8M-$686.0K2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED39,70039,70000%$4.7M$4.7M-$8.0K2026-10-20
Burkett Asset Management Ltd
DECREASED38,00946,212-8,203-18%$5.5M$4.5M-$966.0K2026-10-13
Strong Tower Advisory Services
DECREASED37,56338,294-731-2%$4.6M$4.5M-$99.9K2026-10-13
Harrison Street Private Wealth LLC
INCREASED37,54234,287+3,255+9%$4.1M$4.5M+$389.1K2026-10-26
Commonwealth Equity Services, LLC
DECREASED35,98838,753-2,765-7%$4.6M$4.3M-$341.9K2026-11-02
Brooklands Fund Management Ltd
NEW34,190—+34,190——$4.1M—2026-10-28
TrueMark Investments, LLC
NEW33,140—+33,140——$3.9M—2026-11-05
Act Two Investors LLC
UNCHANGED33,02033,02000%$3.9M$3.9M-$11.2K2026-11-09
Oppenheimer Asset Management Inc.
DECREASED32,71433,199-485-1%$4.0M$3.9M-$69.0K2026-10-27
Principal Financial Group Inc
UNCHANGED32,10032,10000%$3.8M$3.8M+$6952026-11-02
Lawson Kroeker Investment Management Inc
DECREASED31,57832,036-458-1%$3.8M$3.8M-$65.3K2026-10-22
Patrick Mauro Investment Advisor, Inc.
DECREASED30,87331,672-799-3%$3.8M$3.7M-$105.8K2026-11-06
Keybank National Association
DECREASED29,74730,982-1,235-4%$3.7M$3.5M-$157.4K2026-11-04
Lido Advisors, LLC
INCREASED29,41727,897+1,520+5%$3.3M$3.5M+$171.3K2026-11-04
Banque de Luxembourg S.A.
DECREASED29,01930,377-1,358-4%$3.6M$3.5M-$170.8K2026-10-14
Sheets Smith Wealth Management
UNCHANGED28,62528,62500%$3.4M$3.4M-$9.7K2026-10-16
Private Capital Advisors, Inc.
UNCHANGED28,49328,49300%$3.4M$3.4M-$9.7K2026-10-06
Summerhill Capital Management lnc.
DECREASED26,39826,721-323-1%$3.2M$3.1M-$40.3K2026-11-02
Inspire Investing, LLC
INCREASED26,28624,558+1,728+7%$2.9M$3.1M+$198.6K2026-10-22
Pekin Hardy Strauss, Inc.
UNCHANGED25,61725,61700%$3.1M$3.0M-$8.7K2026-11-02
Advocate Group LLC
INCREASED25,58023,286+2,294+10%$2.8M$3.0M+$264.8K2026-10-19
Stolper Co
INCREASED25,30425,286+18+0%$3.0M$3.0M-$6.0K2026-10-13
Farrow Financial, Inc.
DECREASED24,96824,976-80%$3.0M$3.0M-$9.4K2026-10-30
Smithbridge Asset Management Inc
DECREASED24,79624,906-1100%$3.0M$2.9M-$21.5K2026-10-19
Genus Capital Management Inc.
NEW24,200—+24,200——$2.9M—2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED23,79423,79400%$2.8M$2.8M-$8.1K2026-11-05
Modera Wealth Management, LLC
DECREASED23,76424,241-477-2%$2.9M$2.8M-$65.0K2026-10-28
Legacy Wealth Asset Management, LLC
DECREASED23,32325,219-1,896-8%$3.0M$2.8M-$234.0K2026-10-09
Fifth Third Bancorp
DECREASED23,27124,327-1,056-4%$2.9M$2.8M-$133.8K2026-11-05
Kathmere Capital Management, LLC
INCREASED23,17622,894+282+1%$2.7M$2.8M+$25.7K2026-10-20
Davenport & Co LLC
DECREASED22,69323,449-756-3%$2.8M$2.7M-$97.9K2026-10-14
Ritholtz Wealth Management
INCREASED22,13421,571+563+3%$2.6M$2.6M+$59.6K2026-11-05
Candriam S.C.A.
INCREASED21,94520,990+955+5%$2.5M$2.6M+$126.4K2026-11-03
Ethic Inc.
INCREASED21,41014,569+6,841+47%$1.7M$2.5M+$808.4K2026-11-03
Viewpoint Investment Partners Corp
INCREASED21,33117,831+3,500+20%$2.1M$2.5M+$416.9K2026-10-26
Pacifica Partners Inc.
DECREASED20,59122,269-1,678-8%$2.7M$2.4M-$286.8K2026-10-09
Choreo, LLC
INCREASED20,34318,885+1,458+8%$2.3M$2.4M+$166.9K2026-10-28
Allen Investment Management, LLC
UNCHANGED20,00020,00000%$2.4M$2.4M-$6.8K2026-11-03
Nordwand Advisors, LLC
UNCHANGED19,62019,62000%$2.3M$2.3M-$6.7K2026-11-05
Truist Financial Corp
INCREASED19,60519,116+489+3%$2.3M$2.3M+$51.7K2026-10-30
Harrington Investments, Inc
DECREASED19,17119,298-127-1%$2.3M$2.3M-$21.7K2026-10-14
Welch & Forbes LLC
DECREASED18,46318,663-200-1%$2.2M$2.2M-$30.1K2026-11-04
UniSuper Management Pty Ltd
INCREASED18,44814,148+4,300+30%$2.4M$3.1M+$730.5K2026-10-26
Lester Murray Antman dba SimplyRich
INCREASED17,33816,394+944+6%$2.0M$2.1M+$107.5K2026-11-06
Apollon Wealth Management, LLC
DECREASED16,73823,775-7,037-30%$2.8M$2.0M-$844.8K2026-10-23
Assenagon Asset Management S.A.
INCREASED16,70116,540+161+1%$2.0M$2.0M+$19.9K2026-10-15
ICW Investment Advisors LLC
DECREASED16,60216,931-329-2%$2.0M$2.0M-$44.8K2026-10-27
Soltis Investment Advisors LLC
NEW16,324—+16,324——$1.9M—2026-10-28
Kestra Advisory Services, LLC
INCREASED16,21415,855+359+2%$1.9M$1.9M+$37.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED15,67315,960-287-2%$1.9M$1.9M-$40.0K2026-11-02
Canandaigua National Bank & Trust Co
DECREASED15,63416,333-699-4%$1.9M$1.9M-$88.7K2026-10-07
Bfsg, LLC
DECREASED15,53016,450-920-6%$2.0M$1.8M-$115.0K2026-10-30
Harbour Trust & Investment Management Co
DECREASED15,31315,963-650-4%$1.9M$1.8M-$82.7K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED15,23815,140+98+1%$1.9M$1.8M-$102.9K2026-10-13
Chemung Canal Trust Co
UNCHANGED14,72614,72600%$1.8M$1.8M-$5.0K2026-11-04
Savant Capital, LLC
INCREASED12,59710,282+2,315+23%$1.2M$1.5M+$268.8K2026-11-06
CenterBook Partners LP
INCREASED12,5496,924+5,625+81%$825.6K$1.5M+$666.5K2026-11-02
Advisory Resource Group
INCREASED12,53512,450+85+1%$1.5M$1.5M+$5.8K2026-10-26
Vise Technologies, Inc.
INCREASED11,8959,931+1,964+20%$1.2M$1.4M+$230.2K2026-10-29
ASR Vermogensbeheer N.V.
INCREASED11,76111,567+194+2%$1.4M$1.4M+$23.4K2026-10-16
Salem Investment Counselors Inc
UNCHANGED11,07511,07500%$1.3M$1.3M-$3.8K2026-10-13
111 Capital
INCREASED10,9508,030+2,920+36%$957.4K$1.3M+$346.0K2026-11-03
ARS Investment Partners, LLC
UNCHANGED10,93810,93800%$1.3M$1.3M-$3.7K2026-11-05
Gibbs Wealth Management
INCREASED10,6119,397+1,214+13%$1.1M$1.3M+$141.2K2026-10-22
Regions Financial Corp
INCREASED10,55710,279+278+3%$1.2M$1.3M+$29.6K2026-11-05
Canandaigua National Trust Co of Florida
NEW10,311—+10,311——$1.2M—2026-10-07
Prospera Financial Services Inc
INCREASED10,28110,174+107+1%$1.2M$1.3M+$58.5K2026-11-04
BCM Advisors, LLC
UNCHANGED10,13610,13600%$1.3M$1.3M-$58.7K2026-11-03
Parsons Capital Management Inc
DECREASED10,11810,179-61-1%$1.2M$1.2M-$10.7K2026-10-28
State of Wyoming
INCREASED10,0857,921+2,164+27%$944.8K$1.2M+$256.9K2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED9,9689,848+120+1%$1.2M$1.2M+$10.9K2026-10-20
Imc-Chicago, LLC
NEW9,714—+9,714——$1.2M—2026-11-05
Sustainable Insight Capital Management, LLC
INCREASED9,6403,040+6,600+217%$362.4K$1.1M+$785.0K2026-11-06
Cigna Investments Inc
UNCHANGED9,2949,29400%$1.1M$1.1M$02026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED9,2769,27600%$1.1M$1.1M-$2.5K2026-10-22
Atwater Malick LLC
UNCHANGED9,1219,12100%$1.1M$1.1M-$3.1K2026-10-15
Cherokee Insurance Co
UNCHANGED9,0009,00000%$1.1M$1.1M-$3.1K2026-11-05
Mystic Asset Management, Inc.
UNCHANGED9,0009,00000%$1.1M$1.1M-$3.1K2026-10-15
Park Avenue Securities LLC
INCREASED8,9027,483+1,419+19%$892.0K$1.1M+$167.0K2026-10-26
Signaturefd, LLC
INCREASED8,6878,348+339+4%$995.4K$1.0M+$37.5K2026-10-23
King Luther Capital Management Corp
UNCHANGED8,5958,59500%$1.0M$1.0M-$2.9K2026-11-05
Baldwin Wealth Partners LLC
DECREASED8,3058,457-152-2%$1.0M$987.5K-$20.9K2026-10-13
Patten Group, Inc.
DECREASED8,2978,309-120%$990.8K$986.6K-$4.2K2026-10-26
Sterling Capital Management LLC
INCREASED8,2668,002+264+3%$954.2K$982.8K+$28.7K2026-10-22
Farther Finance Advisors, LLC
INCREASED8,1327,727+405+5%$921.5K$966.8K+$45.4K2026-10-08
Natixis
DECREASED8,0308,841-811-9%$1.1M$954.8K-$99.4K2026-11-06
Virtus Family Office LLC
UNCHANGED7,9847,98400%$952.0K$949.3K-$2.7K2026-10-30
Cordatus Wealth Management LLC
INCREASED7,9007,757+143+2%$924.9K$939.3K+$14.4K2026-10-19
Henshaw Capital LLC
INCREASED7,7765,967+1,809+30%$711.5K$924.6K+$213.1K2026-11-03
RS Crum Inc.
UNCHANGED7,4907,49000%$893.1K$890.6K-$2.5K2026-10-19
Linden Thomas Advisory Services, LLC
INCREASED7,2696,882+387+6%$820.6K$864.3K+$43.7K2026-10-19
Carret Asset Management, LLC
UNCHANGED7,2007,20000%$858.5K$856.1K-$2.4K2026-11-04
First Merchants Corp
DECREASED7,1877,437-250-3%$886.8K$854.5K-$32.3K2026-10-15
Citadel Investment Advisory, Inc.
UNCHANGED7,1617,16100%$854.0K$851.0K-$3.0K2026-10-15
Atria Investments, Inc
INCREASED7,1377,106+31+0%$847.3K$848.6K+$1.3K2026-10-15
HB Wealth Management, LLC
INCREASED6,9676,752+215+3%$805.1K$828.4K+$23.3K2026-10-23
Baxter Bros Inc
UNCHANGED6,9216,92100%$825.3K$822.9K-$2.4K2026-11-04
Carrera Capital Advisors
DECREASED6,85022,862-16,012-70%$2.7M$814.4K-$1.9M2026-11-03
Aprio Wealth Management, LLC
INCREASED6,7186,326+392+6%$754.3K$798.8K+$44.5K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED6,6286,438+190+3%$767.6K$788.1K+$20.5K2026-11-05
Compound Planning, Inc.
INCREASED6,5786,281+297+5%$749.0K$782.1K+$33.1K2026-11-05
Cypress Asset Management Inc
DECREASED6,5487,765-1,217-16%$925.9K$778.6K-$147.3K2026-10-09
Ridgewood Investments LLC
DECREASED6,4438,161-1,718-21%$973.1K$766.1K-$207.0K2026-10-05
LVM Capital Management LTD
UNCHANGED6,3006,30000%$751.0K$749.1K-$1.9K2026-10-20
Valmark Advisers, Inc.
UNCHANGED6,2046,20400%$739.8K$737.7K-$2.1K2026-11-06
NBT Bank, N.A.
UNCHANGED6,1806,18000%$736.9K$734.8K-$2.1K2026-10-21
Affinity Capital Advisors, LLC
UNCHANGED6,0006,00000%$730.0K$706.7K-$23.3K2026-10-13
First Affirmative Financial Network
NEW5,937—+5,937——$705.9K—2026-10-21
Quadrant Capital Group LLC
DECREASED5,8055,909-104-2%$704.6K$690.3K-$14.3K2026-10-20
Hendershot Investments Inc.
UNCHANGED5,8035,80300%$692.0K$690.0K-$2.0K2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED5,7904,625+1,165+25%$551.5K$688.4K+$136.9K2026-10-21
Trust Co of Vermont
UNCHANGED5,5275,52700%$659.0K$657.2K-$1.9K2026-10-21
Monarch Capital Management Inc
INCREASED5,3875,347+40+1%$639.5K$640.5K+$1.0K2026-10-19
Ascent Group, LLC
INCREASED5,2974,294+1,003+23%$512.1K$629.9K+$117.8K2026-10-30
Vontobel Holding Ltd.
UNCHANGED5,2665,26600%$627.8K$626.9K-$9412026-10-16
Mountain Pacific Investment Advisers LLC
UNCHANGED5,2505,25000%$626.0K$624.2K-$1.8K2026-10-29
Crestwood Advisors Group, LLC
INCREASED5,2465,120+126+2%$610.5K$623.7K+$13.2K2026-10-27
Meridian Wealth Management, LLC
DECREASED5,1735,267-94-2%$628.0K$615.1K-$13.0K2026-11-05
Clear Harbor Asset Management, LLC
NEW5,052—+5,052——$600.7K—2026-11-05
First Pacific Financial
DECREASED4,9164,940-240%$589.0K$584.5K-$4.5K2026-10-14
Sowell Financial Services LLC
DECREASED4,6404,666-26-1%$556.4K$551.7K-$4.7K2026-10-23
V-Square Quantitative Management LLC
DECREASED4,6194,734-115-2%$807.9K$782.5K-$25.4K2026-10-15
Moors & Cabot, Inc.
DECREASED4,5815,437-856-16%$648.3K$544.7K-$103.6K2026-11-06
Cullen T Bankers, Inc.
UNCHANGED4,5504,55000%$542.6K$541.0K-$1.5K2026-10-28
Frank, Rimerman Advisors LLC
UNCHANGED4,5454,54500%$541.9K$540.4K-$1.5K2026-10-16
Trust Co of the South
DECREASED4,5004,558-58-1%$543.5K$535.1K-$8.4K2026-10-21
IFP Advisors, Inc
DECREASED4,3674,419-52-1%$526.9K$519.2K-$7.7K2026-10-16
Oppenheimer & Co Inc
DECREASED4,3628,804-4,442-50%$1.0M$518.6K-$531.1K2026-10-26
Greenspring Advisors, LLC
INCREASED4,2622,129+2,133+100%$253.8K$506.7K+$252.8K2026-11-05
Grey Ledge Advisors, LLC
INCREASED4,2074,197+10+0%$500.5K$500.2K-$2202026-11-02
D'Orazio & Associates, Inc.
INCREASED4,1623,095+1,067+34%$369.0K$494.9K+$125.8K2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED4,1494,294-145-3%$512.0K$493.3K-$18.7K2026-10-23
Gateway Investment Advisers LLC
INCREASED4,1464,077+69+2%$486.1K$493.0K+$6.8K2026-10-13
Bennett Selby Investments LP
UNCHANGED4,1004,10000%$488.9K$487.5K-$1.4K2026-10-19
Eagle Bay Advisors LLC
UNCHANGED4,0004,00000%$477.0K$475.6K-$1.4K2026-10-16
Exchange Traded Concepts, LLC
INCREASED3,9243,441+483+14%$410.3K$466.6K+$56.3K2026-10-28
Versant Capital Management, Inc
INCREASED3,9133,880+33+1%$462.7K$465.3K+$2.6K2026-10-02
Oslo Pensjonsforsikring AS
UNCHANGED3,9003,90000%$465.2K$465.4K+$1722026-10-15
Prime Capital Investment Advisors, LLC
DECREASED3,8453,928-83-2%$468.4K$457.1K-$11.3K2026-10-20
Axxcess Wealth Management, LLC
INCREASED3,8202,930+890+30%$349.4K$454.2K+$104.8K2026-10-21
Hickory Point Bank & Trust
DECREASED3,8143,853-39-1%$459.4K$453.5K-$5.9K2026-10-01
Carnegie Investment Counsel
INCREASED3,8063,758+48+1%$448.1K$452.5K+$4.4K2026-10-20
Natural Investments, LLC
INCREASED3,7963,765+31+1%$448.0K$451.3K+$3.3K2026-11-06
Greenleaf Trust
INCREASED3,7543,739+15+0%$445.8K$446.4K+$5132026-10-29
Ninety One UK Ltd
NEW3,748—+3,748——$447.2K—2026-10-15
Tempus Wealth Planning, LLC
DECREASED3,6493,883-234-6%$463.0K$433.9K-$29.1K2026-10-14
Levin Capital Strategies, L.P.
UNCHANGED3,6003,60000%$429.3K$428.0K-$1.2K2026-11-02
Chesley Taft & Associates LLC
UNCHANGED3,5403,54000%$422.1K$420.9K-$1.2K2026-10-13
First Financial Bank - Trust Division
DECREASED3,5303,709-179-5%$442.3K$419.7K-$22.5K2026-10-01
Florida Trust Wealth Management Co
DECREASED3,4823,532-50-1%$421.2K$414.0K-$7.1K2026-11-05
Asahi Life Asset Management Co., Ltd.
INCREASED3,4812,876+605+21%$343.1K$415.3K+$72.3K2026-11-06
PDS Planning, Inc
DECREASED3,4153,423-80%$408.2K$406.0K-$2.1K2026-11-03
Burney Co/
INCREASED3,4003,320+80+2%$395.9K$404.3K+$8.4K2026-10-15
Danske Bank A/S
INCREASED3,360837+2,523+301%$99.5K$807.4K+$707.9K2026-11-09
Allworth Financial LP
INCREASED3,3363,313+23+1%$395.1K$397.8K+$2.7K2026-11-06
Howland Capital Management LLC
UNCHANGED3,3203,32000%$395.9K$394.7K-$1.1K2026-10-22
Arcataur Capital Management LLC
UNCHANGED3,2573,25700%$388.4K$387.3K-$1.1K2026-10-21
Everett Harris & Co
DECREASED3,2483,338-90-3%$398.0K$386.2K-$11.8K2026-10-28
Applied Capital LLC
DECREASED3,2103,265-55-2%$389.3K$381.7K-$7.7K2026-10-07
Summit Investment Advisors, Inc.\KS
UNCHANGED3,2003,20000%$381.6K$380.5K-$1.1K2026-11-05
UMB Bank, n.a.
INCREASED3,1922,906+286+10%$346.5K$379.5K+$33.0K2026-11-06
Diversified Trust Co
DECREASED3,1523,267-115-4%$389.6K$374.8K-$14.8K2026-11-06
Portside Wealth Group, LLC
NEW3,124—+3,124——$371.4K—2026-10-20
Stokes Capital Advisors, LLC
UNCHANGED3,1003,10000%$369.6K$368.6K-$1.1K2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED3,0523,043+9+0%$362.8K$362.9K+$1182026-10-29
Excalibur Management Corp
UNCHANGED3,0243,02400%$360.6K$359.6K-$1.0K2026-11-02
Kampmann Melissa S.
DECREASED2,9503,365-415-12%$401.2K$350.8K-$50.5K2026-10-28
Constitution Capital LLC
UNCHANGED2,9322,93200%$349.6K$348.6K-$9972026-10-23
Southern Michigan Bank & Trust
DECREASED2,8973,004-107-4%$358.2K$344.5K-$13.7K2026-10-19
Focused Alpha, LLC
INCREASED2,8942,843+51+2%$339.0K$344.1K+$5.1K2026-10-20
Retirement Planning Group, LLC
UNCHANGED2,8932,89300%$345.0K$344.0K-$9832026-10-19
Outlook Wealth Advisors, LLC
DECREASED2,8703,316-446-13%$395.4K$341.3K-$54.1K2026-10-28
Birch Capital Management, LLC
UNCHANGED2,8562,85600%$340.5K$339.6K-$9712026-10-27
Forbes J M & Co LLP
DECREASED2,8533,090-237-8%$368.5K$339.2K-$29.2K2026-10-16
Fulcrum Asset Management LLP
DECREASED2,7752,998-223-7%$360.8K$334.5K-$26.3K2026-11-04
Avalon Capital Management
DECREASED2,7473,887-1,140-29%$463.5K$326.6K-$136.9K2026-11-04
Merit Financial Group, LLC
INCREASED2,7092,482+227+9%$295.9K$322.0K+$26.1K2026-11-06
Mattern Wealth Management LLC
UNCHANGED2,7002,70000%$321.9K$321.0K-$9182026-11-04
Pecaut & Co.
UNCHANGED2,6842,68400%$320.0K$319.1K-$9122026-10-27
Birch Hill Investment Advisors LLC
NEW2,642—+2,642——$314.1K—2026-10-16
CWA Asset Management Group, LLC
UNCHANGED2,6402,64000%$314.8K$313.9K-$8982026-10-19
Eastern Bank
DECREASED2,6372,937-300-10%$350.2K$313.5K-$36.7K2026-10-05
Diversify Advisory Services, LLC
INCREASED2,6321,903+729+38%$245.3K$317.7K+$72.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED2,6321,903+729+38%$245.3K$317.7K+$72.5K2026-10-20
Trust Point Inc.
UNCHANGED2,6272,62700%$313.2K$312.4K-$8962026-10-27
Contravisory Investment Management, Inc.
NEW2,608—+2,608——$310.1K—2026-10-13
Kaydan Wealth Management, Inc.
UNCHANGED2,5922,59200%$309.1K$308.2K-$8812026-10-08
Tctc Holdings, LLC
INCREASED2,5182,484+34+1%$296.2K$299.4K+$3.2K2026-11-02
Marks Group Wealth Management, Inc
DECREASED2,5092,660-151-6%$317.2K$298.3K-$18.9K2026-11-05
Creative Financial Designs Inc
INCREASED2,4961,720+776+45%$205.1K$296.8K+$91.7K2026-11-04
Brighton Jones LLC
INCREASED2,4702,460+10+0%$293.3K$293.7K+$3702026-11-03
Weatherly Asset Management L. P.
DECREASED2,3653,115-750-24%$371.4K$281.2K-$90.2K2026-10-20
Chicago Partners Investment Group LLC
UNCHANGED2,3612,36100%$308.3K$290.8K-$17.5K2026-10-27
TD Private Client Wealth LLC
INCREASED2,3591,723+636+37%$205.5K$280.5K+$75.0K2026-10-28
Mesirow Financial Investment Management, Inc.
NEW2,341—+2,341——$278.3K—2026-11-05
Midwest Trust Co
UNCHANGED2,3262,32600%$277.4K$276.6K-$7912026-10-22
Koshinski Asset Management, Inc.
DECREASED2,2902,326-36-2%$277.4K$272.3K-$5.1K2026-10-29
Fiduciary Financial Group, LLC
INCREASED2,2702,103+167+8%$250.8K$269.9K+$19.1K2026-10-13
Cullen Investment Group, Ltd.
INCREASED2,2612,241+20+1%$267.2K$268.0K+$8072026-10-13
GAM Holding AG
DECREASED2,2002,700-500-19%$322.0K$262.5K-$59.5K2026-11-03
Northeast Investment Management
DECREASED2,1452,160-15-1%$257.6K$255.0K-$2.5K2026-10-30
Evergreen Capital Management LLC
DECREASED2,1152,279-164-7%$271.7K$251.5K-$20.3K2026-10-23
Wesbanco Bank Inc
DECREASED2,1122,122-100%$253.0K$251.1K-$1.9K2026-11-04
Revolve Wealth Partners, LLC
DECREASED2,1004,213-2,113-50%$502.4K$249.7K-$252.7K2026-10-23
Hartline Investment Corp/
DECREASED2,1003,600-1,500-42%$429.3K$249.7K-$179.6K2026-10-29
Radnor Capital Management, LLC
UNCHANGED2,1002,10000%$250.4K$249.7K-$7142026-10-23
Chicago Trust Co NA
DECREASED2,0632,229-166-7%$265.8K$245.3K-$20.5K2026-10-28
D.A. Davidson & Co.
DECREASED2,0602,117-57-3%$252.5K$245.0K-$7.5K2026-10-28
Strategy Asset Managers LLC
UNCHANGED2,0542,05400%$244.9K$244.2K-$6982026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED2,0382,03800%$243.0K$242.3K-$6932026-10-30
Neville Rodie & Shaw Inc
UNCHANGED2,0002,00000%$238.0K$238-$237.8K2026-10-05
Cooper Financial Group
INCREASED1,9711,812+159+9%$216.1K$234.3K+$18.2K2026-10-07
Sky Investment Group LLC
UNCHANGED1,9601,96000%$233.7K$233.0K-$6662026-10-30
Focus Financial Network, Inc.
INCREASED1,9561,852+104+6%$220.8K$232.6K+$11.7K2026-10-14
Alchemi Wealth, LLC
UNCHANGED1,9041,90400%$227.0K$226.4K-$6472026-11-04
Wealthcare Advisory Partners LLC
UNCHANGED1,8951,89500%$226.0K$225.3K-$6442026-10-21
Fagan Associates, Inc.
UNCHANGED1,8501,85000%$220.6K$220.0K-$6292026-10-13
Busey Bank
UNCHANGED1,8431,84300%$219.8K$219.1K-$6262026-10-26
Advisor OS, LLC
DECREASED1,8341,955-121-6%$233.1K$218.1K-$15.1K2026-11-03
Norris Perne & French LLP
NEW1,832—+1,832——$217.8K—2026-10-23
Boston Trust Walden Corp
DECREASED1,8151,820-50%$217.0K$215.8K-$1.2K2026-10-30
Abound Wealth Management
INCREASED1,7991,791+8+0%$213.5K$213.9K+$3622026-10-26
Oakworth Capital, Inc.
INCREASED1,7811,641+140+9%$195.7K$211.8K+$16.1K2026-10-26
Old National Bancorp
DECREASED1,7591,821-62-3%$217.1K$209.1K-$8.0K2026-10-20
Fulton Bank, N.A.
UNCHANGED1,7501,75000%$208.7K$208.1K-$5952026-10-14
Summit Global Investments
UNCHANGED1,7441,74400%$208.0K$207.0K-$1.0K2026-10-28
Canopy Partners, LLC
UNCHANGED1,7371,73700%$207.1K$206.5K-$5912026-10-28
Mission Wealth Management, LP
DECREASED1,7332,946-1,213-41%$351.3K$206.1K-$145.2K2026-10-15
Parallel Advisors, LLC
INCREASED1,7331,692+41+2%$201.8K$206.0K+$4.2K2026-11-03
Caliber Wealth Management, LLC / KS
INCREASED1,7261,700+26+2%$202.7K$205.2K+$2.5K2026-11-04
Valeo Financial Advisors, LLC
NEW1,684—+1,684——$200.2K—2026-10-08
Mather Group, Llc.
INCREASED1,6201,616+4+0%$192.7K$192.7K-$742026-10-14
Assetmark, Inc
INCREASED1,582758+824+109%$90.4K$188.1K+$97.7K2026-10-21
Kelleher Financial Advisors
UNCHANGED1,5601,56000%$186.0K$185.5K-$5312026-10-30
Pathway Financial Advisers, LLC
NEW1,526—+1,526——$181.4K—2026-10-27
Trust Co of Toledo NA
UNCHANGED1,5171,51700%$180.9K$180.4K-$5162026-10-16
Swiss RE LTD
INCREASED1,482901+581+64%$107.5K$176.8K+$69.4K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED1,4761,270+206+16%$151.4K$175.5K+$24.1K2026-11-04
Larson Financial Group LLC
INCREASED1,411786+625+80%$93.7K$167.8K+$74.0K2026-11-05
Gen-Wealth Partners Inc
UNCHANGED1,3781,37800%$164.3K$163.8K-$4692026-11-04
Clearstead Advisors, LLC
DECREASED1,0411,046-50%$124.7K$123.8K-$9502026-11-06
Northstar Asset Management Co
UNCHANGED1,0281,02800%$133.1K$125.5K-$7.6K2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED95795700%$114.1K$113.8K-$3262026-10-05
West Branch Capital LLC
UNCHANGED95095000%$113.3K$113.0K-$3232026-10-20
Parkside Financial Bank & Trust
INCREASED916893+23+3%$106.5K$108.9K+$2.4K2026-10-27
Nemes Rush Group LLC
INCREASED896891+5+1%$106.3K$106.5K+$2642026-11-04
CX Institutional
DECREASED8691,366-497-36%$163.0K$103-$162.9K2026-10-02
Private Trust Co NA
INCREASED834782+52+7%$93.2K$99.2K+$5.9K2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED82582500%$98.4K$98.4K+$192026-10-29
Manchester Capital Management LLC
UNCHANGED77777700%$92.7K$92.4K-$2642026-10-22
Spire Wealth Management
UNCHANGED75975900%$90.5K$90.2K-$2582026-10-30
Gamma Investing LLC
INCREASED738668+70+10%$79.7K$87.7K+$8.1K2026-10-08
IFG Advisory, LLC
UNCHANGED73873800%$88.0K$87.7K-$2512026-11-09
Grove Bank & Trust
INCREASED678673+5+1%$80.2K$80.6K+$3652026-10-08
TFC Financial Management, Inc.
UNCHANGED61361300%$73.1K$72.9K-$2092026-10-26
1620 Investment Advisors, Inc.
UNCHANGED58858800%$70.1K$69.9K-$2002026-11-04
Farmers & Merchants Investments Inc
UNCHANGED56456400%$67.3K$67.1K-$1912026-10-22
Cromwell Holdings LLC
INCREASED548546+2+0%$65.1K$65.2K+$522026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED54154100%$64.5K$64.3K-$1842026-10-21
Blue Trust, Inc.
UNCHANGED52652600%$62.7K$62.5K-$1782026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED500250+250+100%$29.8K$59.7K+$29.8K2026-10-08
Fortitude Family Office, LLC
UNCHANGED50050000%$59.6K$59.5K-$1702026-10-14
Clean Yield Group
UNCHANGED50050000%$59.6K$59.5K-$1702026-10-28
Provenance Wealth Advisors, LLC
INCREASED450400+50+13%$47.7K$53.5K+$5.8K2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED44444400%$52.9K$52.8K-$1512026-10-27
First Horizon Corp
DECREASED409417-8-2%$49.7K$48.6K-$1.1K2026-10-26
Valley National Advisers Inc
UNCHANGED40340300%$48.1K$47.9K-$1372026-10-23
City Holding Co
UNCHANGED39539500%$47.1K$47.0K-$1342026-10-19
SBI Securities Co., Ltd.
DECREASED379411-32-8%$49.0K$45.1K-$3.9K2026-10-22
Central Trust Co
UNCHANGED37837800%$45.1K$44.9K-$1282026-11-05
Leonteq Securities AG
INCREASED344282+62+22%$34.3K$41.6K+$7.3K2026-10-29
Key FInancial Inc
UNCHANGED34034000%$40.5K$40.4K-$1162026-11-02
Balance Wealth Partners LLC
NEW337—+337——$40.1K—2026-10-27
First Command Advisory Services, Inc.
NEW330—+330——$39.2K—2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED322397-75-19%$47.3K$38.3K-$9.1K2026-10-05
Hazlett, Burt & Watson, Inc.
UNCHANGED30030000%$36.0K$36.0K$02026-11-04
Mcdonald Partners LLC
UNCHANGED30030000%$35.8K$35.7K-$1022026-11-03
SJS Investment Consulting Inc.
UNCHANGED29429400%$35.1K$35.0K-$1002026-10-26
Bangor Savings Bank
UNCHANGED29029000%$34.6K$34.5K-$992026-10-06
True Wealth Design, LLC
INCREASED285280+5+2%$33.4K$33.9K+$4992026-10-13
Armstrong Advisory Group, Inc
UNCHANGED28028000%$33.4K$33.3K-$962026-10-09
High Point Wealth Management, LLC
UNCHANGED26926900%$32.0K$32.0K-$912026-11-05
Align Financial, LLC
UNCHANGED26426400%$31.5K$31.4K-$892026-10-16
GHP Investment Advisors, Inc.
UNCHANGED26226200%$31.2K$31.2K-$892026-10-15
Root Financial Partners, LLC
NEW254—+254——$30.2K—2026-10-21
Financial Network Wealth Advisors LLC
INCREASED238117+121+103%$14.0K$28.3K+$14.3K2026-10-28
Avion Wealth
UNCHANGED23623600%$28.0K$28.0K$02026-11-04
Harbor Investment Advisory, LLC
UNCHANGED23523500%$28.0K$27.9K-$792026-10-13
CoreCap Advisors, LLC
DECREASED212218-6-3%$26.0K$25.2K-$7872026-10-08
Ascentis Independent Advisors
NEW208—+208——$24.7K—2026-11-03
Kentucky Trust Co
UNCHANGED20620600%$24.6K$24.5K-$702026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED20520500%$24.4K$24.4K-$702026-10-14
Hilltop National Bank
UNCHANGED20020000%$23.8K$23.8K-$682026-10-14
New England Capital Financial Advisors LLC
UNCHANGED20020000%$23.8K$23.8K-$682026-11-03
Financial Management Professionals, Inc.
UNCHANGED18418400%$21.9K$21.9K-$622026-10-23
Bare Financial Services, Inc
INCREASED178154+24+16%$18.4K$21.2K+$2.8K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED173148+25+17%$17.7K$20.6K+$2.9K2026-11-05
Salomon & Ludwin, LLC
DECREASED168171-3-2%$20.5K$20.0K-$5142026-10-29
Essential Partners LLC
UNCHANGED16416400%$19.6K$19.5K-$552026-10-14
IAG Wealth Partners, LLC
UNCHANGED16216200%$19.3K$19.3K-$552026-11-06
JFS Wealth Advisors, LLC
UNCHANGED16216200%$19.3K$19.3K-$552026-11-03
Livelsberger Financial Advisory
NEW160—+160——$19.0K—2026-10-28
MJT & Associates Financial Advisory Group, Inc.
INCREASED15174+77+104%$8.8K$18.0K+$9.1K2026-10-07
Hanson & Doremus Investment Management
UNCHANGED15015000%$18.0K$18.0K$02026-10-16
Zions Bancorporation, National Association
DECREASED147155-8-5%$18.5K$17.5K-$1.0K2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED14114100%$16.8K$16.8K-$482026-10-20
MV Capital Management, Inc.
UNCHANGED13913900%$16.6K$16.5K-$472026-10-29
Marshall & Sterling Wealth Advisors Inc.
INCREASED135134+1+1%$16.0K$16.0K+$182026-10-28
Indiana Trust & Investment Management Co
UNCHANGED13513500%$16.1K$16.1K-$452026-10-22
Albion Financial Group
INCREASED121109+12+11%$13.0K$14.4K+$1.4K2026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED114100+14+14%$11.9K$13.6K+$1.6K2026-10-27
Bell Investment Advisors, Inc
INCREASED10769+38+55%$8.2K$12.7K+$4.5K2026-10-29
Compass Financial Management LLC
NEW102—+102——$12.1K—2026-10-30
Lanark Financial, Inc.
UNCHANGED10010000%$11.9K$11.9K-$342026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED10010000%$11.9K$11.9K-$342026-10-13
Ascentis Wealth Management, LLC
NEW93—+93——$11.1K—2026-11-03
Princeton Global Asset Management LLC
UNCHANGED929200%$11.0K$10.9K-$312026-10-21
Financial Consulate, Inc
INCREASED8866+22+33%$7.9K$10.5K+$2.6K2026-10-23
High Note Wealth, LLC
DECREASED8490-6-7%$10.7K$10.0K-$7442026-10-27
Elevation Wealth Partners, LLC
UNCHANGED757500%$8.9K$8.9K-$252026-10-07
Gilpin Wealth Management, LLC
NEW70—+70——$8.3K—2026-10-09
Nova Financial LLC
NEW61—+61——$7.3K—2026-11-04
Highline Wealth Partners LLC
NEW60—+60——$7.1K—2026-10-19
GK Wealth Management LLC
NEW53—+53——$6.3K—2026-10-09
Archer Investment Corp
UNCHANGED444400%$5.2K$5.2K-$152026-11-05
Washington Trust Advisors, Inc.
UNCHANGED434300%$5.2K$5.1K-$142026-10-22
Westside Investment Management, Inc.
UNCHANGED424200%$5.0K$5.0K+$122026-11-02
Adirondack Trust Co
UNCHANGED404000%$4.8K$4.8K-$132026-10-14
SRH Advisors, LLC
UNCHANGED343400%$4.1K$4.0K-$112026-10-22
Triumph Capital Management
UNCHANGED333300%$3.9K$3.9K-$112026-10-14
Winch Advisory Services, LLC
UNCHANGED333300%$4.0K$4.0K+$102026-11-06
North Star Investment Management Corp.
UNCHANGED272700%$3.2K$3.2K-$92026-10-27
Acumen Wealth Advisors, LLC
NEW26—+26——$3.1K—2026-11-05
Lodestone Wealth Management LLC
UNCHANGED181800%$2.1K$2.1K-$62026-10-14
Valued Wealth Advisors LLC
UNCHANGED171700%$2.0K$2.0K-$62026-11-05
Signature Equity Partners, LLC
UNCHANGED151500%$1.8K$1.8K-$22026-10-29
Country Trust Bank
UNCHANGED141400%$1.7K$1.7K-$42026-10-30
Caldwell Trust Co
DECREASED13201-188-94%$24.0K$1.5K-$22.4K2026-10-30
Fairman Group, LLC
UNCHANGED121200%$1.4K$1.4K-$42026-10-26
Golden State Wealth Management, LLC
UNCHANGED101000%$1.2K$1.2K+$12026-11-02
Thompson Investment Management, Inc.
UNCHANGED101000%$1.2K$1.2K-$32026-10-14
Rossby Financial, LCC
UNCHANGED9900%$1.1K$1.1K-$32026-11-05
Clark Wealth Partners
NEW7—+7——$833—2026-10-19
Breakwater Investment Management
NEW6—+6——$714—2026-10-20
Fairway Wealth LLC
NEW5—+5——$595—2026-10-30
Caitong International Asset Management Co., Ltd
DECREASED42,394-2,390-100%$285.5K$476-$285.0K2026-10-29
Arga Investment Management, LP
CLOSED0253,298-253,298-100%$30.2M$0-$30.2M2026-10-30
Daiwa Securities Group Inc.
CLOSED0236,907-236,907-100%$28.2M$0-$28.2M2026-10-29
FNY Investment Advisers, LLC
CLOSED043,300-43,300-100%$5.2M$0-$5.2M2026-10-16
Hohimer Wealth Management, LLC
CLOSED024,289-24,289-100%$2.9M$0-$2.9M2026-11-04
Simplex Trading, LLC
CLOSED03,310-3,310-100%$394.7K$0-$394.7K2026-11-04
Glenview Trust Co
CLOSED03,011-3,011-100%$359.0K$0-$359.0K2026-10-28
SAX Wealth Advisors, LLC
CLOSED02,218-2,218-100%$227.9K$0-$227.9K2026-10-13
RFG - Bristol Wealth Advisors, LLC
CLOSED02,034-2,034-100%$242.5K$0-$242.5K2026-10-09
Riverbridge Partners LLC
CLOSED01,739-1,739-100%$207.4K$0-$207.4K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,394-1,394-100%$166.2K$0-$166.2K2026-10-15
Midway Capital Research & Management
CLOSED01,379-1,379-100%$164.4K$0-$164.4K2026-10-20
Stone House Investment Management, LLC
CLOSED0590-590-100%$70.4K$0-$70.4K2026-10-23
Tobam
CLOSED0579-579-100%$98$0-$982026-11-03
Institute for Wealth Management, Llc.
CLOSED0450-450-100%$53.6K$0-$53.6K2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
CLOSED0248-248-100%$30$0-$302026-10-22
Jcic Asset Management Inc.
CLOSED0240-240-100%$24.7K$0-$24.7K2026-10-30
MCF Advisors LLC
CLOSED0204-204-100%$24.3K$0-$24.3K2026-10-28
Cornerstone Planning Group LLC
CLOSED0171-171-100%$21.9K$0-$21.9K2026-10-16
Founders Capital Management
CLOSED0150-150-100%$17.9K$0-$17.9K2026-10-13
Axiom Investment Management LLC
CLOSED0130-130-100%$15.5K$0-$15.5K2026-11-03
Investors Research Corp
CLOSED057-57-100%$6.8K$0-$6.8K2026-10-07
American Capital Advisory, LLC
CLOSED028-28-100%$3.3K$0-$3.3K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED020-20-100%$2.4K$0-$2.4K2026-10-29
Horizon Financial Services, LLC
DECREASED017-17-100%$2.0K$0-$2.0K2026-11-04
Gates Foundation Trust
N/A—51,826,786-51,826,786-100%$6.2B———
Royal Bank of Canada
N/A—31,156,081-31,156,081-100%$3.7B———
FIL Ltd
N/A—19,129,315-19,129,315-100%$2.3B———
Caisse de Depot ET Placement DU Quebec
N/A—18,962,558-18,962,558-100%$2.3B———
1832 Asset Management L.P.
N/A—16,518,344-16,518,344-100%$2.0B———
Vanguard Capital Management LLC
N/A—15,918,701-15,918,701-100%$1.9B———
Bank of Montreal
N/A—14,841,305-14,841,305-100%$1.8B———
TD Asset Management Inc
N/A—9,907,691-9,907,691-100%$1.2B———
TCI Fund Management LtdA
N/A—9,433,422-9,433,422-100%$1.1B———
Wellington Management Group LLP
N/A—8,537,192-8,537,192-100%$1.0B———
National Bank of Canada
N/A—6,761,268-6,761,268-100%$805.3M———
Price T Rowe Associates Inc
N/A—6,052,322-6,052,322-100%$721.7M———
Clearbridge Investments, LLC
N/A—5,964,425-5,964,425-100%$711.2M———
Norges Bank
N/A—5,695,165-5,695,165-100%$679.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—5,674,241-5,674,241-100%$676.4M———
Harding Loevner LP
N/A—5,390,831-5,390,831-100%$648.4M———
Manufacturers Life Insurance Company, the
N/A—5,303,746-5,303,746-100%$631.7M———
Arrowstreet Capital, Limited Partnership
N/A—5,152,780-5,152,780-100%$614.4M———
CIBC World Market Inc.
N/A—5,025,832-5,025,832-100%$602.2M———
Vanguard Fiduciary Trust Co
N/A—4,816,343-4,816,343-100%$574.8M———
Canada Pension Plan Investment Board
N/A—4,462,797-4,462,797-100%$532.0M———
Legal & General Group Plc
N/A—3,986,362-3,986,362-100%$475.6M———
Lazard Asset Management LLC
N/A—3,911,519-3,911,519-100%$466.3M———
Federation des caisses Desjardins du Quebec
N/A—3,891,768-3,891,768-100%$462.6M———
Scotia Capital Inc.
N/A—3,802,550-3,802,550-100%$452.8M———
Morgan Stanley
N/A—3,675,358-3,675,358-100%$438.2M———
Goldman Sachs Group Inc
N/A—3,129,271-3,129,271-100%$373.1M———
JPMorgan Chase & Co
N/A—2,621,159-2,621,159-100%$315.4M———
Vanguard Global Advisers, LLC
N/A—2,325,865-2,325,865-100%$277.6M———
Toronto Dominion Bank
N/A—2,069,940-2,069,940-100%$246.8M———
Findlay Park Partners LLP
N/A—1,826,068-1,826,068-100%$217.7M———
FMR LLC
N/A—1,824,799-1,824,799-100%$217.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,718,819-1,718,819-100%$204.9M———
Charles Schwab Investment Management Inc
N/A—1,718,110-1,718,110-100%$205.0M———
Swiss National Bank
N/A—1,672,400-1,672,400-100%$199.0M———
Massachusetts Financial Services Co
N/A—1,417,278-1,417,278-100%$784.1M———
AQR Capital Management LLC
N/A—1,406,399-1,406,399-100%$167.7M———
Two Sigma Investments, LP
N/A—1,398,413-1,398,413-100%$166.7M———
Stifel Financial Corp
N/A—1,359,885-1,359,885-100%$162.2M———
Bank of Nova Scotia
N/A—1,335,451-1,335,451-100%$159.4M———
Bank of America Corp
N/A—1,269,855-1,269,855-100%$151.4M———
Nuveen, LLC
N/A—1,236,343-1,236,343-100%$147.5M———
Vanguard Asset Management, Ltd
N/A—1,156,300-1,156,300-100%$138.0M———
Douglass Winthrop Advisors, LLC
N/A—936,884-936,884-100%$111.7M———
Bessemer Group Inc
N/A—912,231-912,231-100%$108.7M———
Mufg Securities (Canada), Ltd.
N/A—765,088-765,088-100%$91.2M———
Alberta Investment Management Corp
N/A—750,814-750,814-100%$89.5M———
Balyasny Asset Management L.P.
N/A—745,247-745,247-100%$88.9M———
Scheer, Rowlett & Associates Investment Management Ltd.
N/A—727,812-727,812-100%$86.8M———
British Columbia Investment Management Corp
N/A—716,203-716,203-100%$85.4M———
Franklin Resources Inc
N/A—685,127-685,127-100%$81.7M———
BLI - Banque de Luxembourg Investments
N/A—683,667-683,667-100%$81.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—651,600-651,600-100%$77.7M———
Northern Trust Corp
N/A—628,393-628,393-100%$74.9M———
Public Sector Pension Investment Board
N/A—599,765-599,765-100%$71.5M———
State of Tennessee, Department of Treasury
N/A—537,896-537,896-100%$64.2M———
Vanguard Investments Australia, Ltd.
N/A—530,857-530,857-100%$63.4M———
Invesco Ltd.
N/A—524,812-524,812-100%$62.6M———
SEI Investments Co
N/A—516,827-516,827-100%$61.6M———
Adage Capital Partners GP, L.L.C.
N/A—516,526-516,526-100%$61.6M———
Point72 Asset Management, L.P.
N/A—502,283-502,283-100%$59.9M———
BlackRock, Inc.
N/A—496,796-496,796-100%$59.2M———
Dixon Mitchell Investment Counsel Inc.
N/A—494,412-494,412-100%$59.0M———
American Century Companies Inc
N/A—490,628-490,628-100%$58.6M———
Millennium Management LLC
N/A—473,152-473,152-100%$56.4M———
Quadrature Capital Ltd
N/A—465,944-465,944-100%$55.6M———
Aviva PLC
N/A—464,294-464,294-100%$55.3M———
Guardian Capital LP
N/A—422,207-422,207-100%$50.4M———
Northwest & Ethical Investments L.P.
N/A—400,958-400,958-100%$47.8M———
Saturna Capital Corp
N/A—400,815-400,815-100%$47.8M———
UBS Group AG
N/A—379,861-379,861-100%$45.3M———
CIBC Bancorp USA Inc.
N/A—339,921-339,921-100%$40.5M———
Encompass Capital Advisors LLC
N/A—325,000-325,000-100%$38.7M———
Neuberger Berman Group LLC
N/A—307,260-307,260-100%$36.7M———
Natixis Advisors, LLC
N/A—297,433-297,433-100%$35.5M———
Envestnet Asset Management Inc
N/A—291,367-291,367-100%$34.7M———
Bank of Nova Scotia Trust Co
N/A—287,270-287,270-100%$34.3M———
First Trust Advisors LP
N/A—280,253-280,253-100%$33.4M———
Van Eck Associates Corp
N/A—273,682-273,682-100%$32.6M———
Walleye Capital LLC
N/A—252,943-252,943-100%$30.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—248,900-248,900-100%$29.7M———
Jones Financial Companies Lllp
N/A—246,275-246,275-100%$29.7M———
ExodusPoint Capital Management, LP
N/A—245,141-245,141-100%$29.2M———
Canada Life Assurance Co
N/A—239,337-239,337-100%$28.4M———
Ninepoint Partners LP
N/A—234,260-234,260-100%$27.9M———
Korea Investment Corp
N/A—223,067-223,067-100%$26.6M———
Summitry LLC
N/A—219,683-219,683-100%$26.2M———
Capital International Investors
N/A—217,121-217,121-100%$25.9M———
Brown Advisory Inc
N/A—216,085-216,085-100%$25.8M———
Omers Administration Corp
N/A—211,564-211,564-100%$25.2M———
YCG, LLC
N/A—207,945-207,945-100%$24.8M———
Voloridge Investment Management, LLC
N/A—200,571-200,571-100%$23.9M———
Jane Street Group, LLC
N/A—187,993-187,993-100%$22.4M———
Raymond James Financial Inc
N/A—184,242-184,242-100%$22.0M———
Man Group plc
N/A—181,084-181,084-100%$21.6M———
Lighthouse Investment Partners, LLC
N/A—180,713-180,713-100%$21.5M———
Captrust Financial Advisors
N/A—177,519-177,519-100%$21.2M———
Windward Capital Management Co
N/A—170,467-170,467-100%$20.3M———
Purpose Unlimited Inc.
N/A—169,483-169,483-100%$20.3M———
Picton Mahoney Asset Management
N/A—169,400-169,400-100%$20.2M———
Nicola Wealth Management Ltd.
N/A—168,600-168,600-100%$20.1M———
State of Wisconsin Investment Board
N/A—162,577-162,577-100%$19.4M———
Claret Asset Management Corp
N/A—161,814-161,814-100%$19.3M———
Banque Transatlantique SA
N/A—153,915-153,915-100%$16.4M———
First Long Island Investors, LLC
N/A—150,974-150,974-100%$18.0M———
Cerity Partners LLC
N/A—149,577-149,577-100%$17.8M———
LGT Group Foundation
N/A—149,482-149,482-100%$17.8M———
Verition Fund Management LLC
N/A—144,026-144,026-100%$17.2M———
Public Employees Retirement System of Ohio
N/A—144,020-144,020-100%$17.2M———
Aviso Financial Inc.
N/A—143,847-143,847-100%$17.2M———
Coleford Investment Management Ltd.
N/A—143,496-143,496-100%$17.1M———
Hillsdale Investment Management Inc.
N/A—141,546-141,546-100%$16.9M———
Varma Mutual Pension Insurance Co
N/A—133,846-133,846-100%$16.0M———
APG Asset Management N.V.
N/A—132,482-132,482-100%$13.8M———
Hemenway Trust Co LLC
N/A—124,116-124,116-100%$14.8M———
Acadian Asset Management LLC
N/A—120,500-120,500-100%$14.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—114,124-114,124-100%$13.6M———
USS Investment Management Ltd
N/A—108,575-108,575-100%$13.0M———
Quantinno Capital Management LP
N/A—106,608-106,608-100%$12.7M———
Templeton & Phillips Capital Management, LLC
N/A—105,443-105,443-100%$12.6M———
Royal London Asset Management LTD
N/A—104,920-104,920-100%$12.5M———
Choate Investment Advisors
N/A—102,964-102,964-100%$12.3M———
BNP Paribas Asset Management Holding S.A.
N/A—101,890-101,890-100%$12.1M———
Rockefeller Capital Management L.P.
N/A—100,327-100,327-100%$12.0M———
O'shaughnessy Asset Management, LLC
N/A—96,458-96,458-100%$11.5M———
Mariner, LLC
N/A—96,336-96,336-100%$11.5M———
Silvercrest Asset Management Group LLC
N/A—91,469-91,469-100%$10.9M———
Ravenstone Capital Management Inc.
N/A—90,119-90,119-100%$10.7M———
BNP Paribas Financial Markets
N/A—89,636-89,636-100%$10.7M———
Polar Asset Management Partners Inc.
N/A—88,072-88,072-100%$10.5M———
Tidal Investments LLC
N/A—85,258-85,258-100%$10.2M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—84,388-84,388-100%$10.1M———
Wells Fargo & Company
N/A—84,006-84,006-100%$10.0M———
Broderick Brian C
N/A—83,489-83,489-100%$10.0M———
Bradley Foster & Sargent Inc
N/A—82,840-82,840-100%$9.9M———
SummitTX Capital, L.P.
N/A—82,658-82,658-100%$9.9M———
Turas Capital Management LP
N/A—78,063-78,063-100%$9.3M———
Scharf Investments, LLC
N/A—77,884-77,884-100%$9.3M———
State Street Corp
N/A—77,572-77,572-100%$9.2M———
Investment Management Corp of Ontario
N/A—77,226-77,226-100%$9.2M———
Jennison Associates LLC
N/A—72,524-72,524-100%$8.6M———
Northstar Asset Management Inc
N/A—71,406-71,406-100%$8.5M———
Logan Capital Management Inc
N/A—67,405-67,405-100%$8.0M———
PCJ Investment Counsel Ltd.
N/A—64,960-64,960-100%$7.7M———
Somerville Kurt F
N/A—63,272-63,272-100%$7.5M———
Cetera Investment Advisers
N/A—61,712-61,712-100%$7.4M———
Ruffer LLP
N/A—60,250-60,250-100%$7.2M———
Delaney Dennis R
N/A—59,062-59,062-100%$7.0M———
Alliancebernstein L.P.
N/A—57,202-57,202-100%$5.9M———
Utah Retirement Systems
N/A—54,211-54,211-100%$6.5M———
Jupiter Topco LLC
N/A—53,005-53,005-100%$6.3M———
Callahan Advisors, LLC
N/A—52,841-52,841-100%$6.3M———
Stamos Capital Partners, L.P.
N/A—51,425-51,425-100%$6.1M———
Puzo Michael J
N/A—49,603-49,603-100%$5.9M———
RiverFront Investment Group, LLC
N/A—49,437-49,437-100%$5.9M———
Azimuth Capital Investment Management LLC
N/A—49,077-49,077-100%$5.9M———
Old West Investment Management, LLC
N/A—46,220-46,220-100%$5.5M———
Renaissance Technologies LLC
N/A—46,100-46,100-100%$5.5M———
Allianz Asset Management GmbH
N/A—45,226-45,226-100%$5.4M———
K.J. Harrison & Partners Inc
N/A—42,654-42,654-100%$5.1M———
Capital World Investors
N/A—41,433-41,433-100%$4.9M———
Hudson Bay Capital Management LP
N/A—40,000-40,000-100%$4.8M———
Kidder Stephen W
N/A—39,510-39,510-100%$4.7M———
Cumberland Partners Ltd
N/A—38,450-38,450-100%$4.6M———
Morningstar Investment Management LLC
N/A—37,553-37,553-100%$3.9M———
HRT Financial LP
N/A—36,097-36,097-100%$4.3M———
LGT Fund Management Co Ltd.
N/A—35,253-35,253-100%$4.2M———
Elefante Mark B
N/A—34,693-34,693-100%$4.1M———
Arax Advisory Partners
N/A—32,398-32,398-100%$3.9M———
Blair William & Co
N/A—32,101-32,101-100%$3.8M———
Kensington Investment Counsel, LLC
N/A—31,828-31,828-100%$3.8M———
Mediolanum International Funds Ltd
N/A—31,221-31,221-100%$3.8M———
Huntington National Bank
N/A—30,994-30,994-100%$3.7M———
Bowen Hanes & Co Inc
N/A—30,771-30,771-100%$3.2M———
XTX Topco Ltd
N/A—30,626-30,626-100%$3.7M———
Qube Research & Technologies Ltd
N/A—29,675-29,675-100%$3.5M———
RWA Wealth Partners, LLC
N/A—28,923-28,923-100%$3.4M———
Pinnacle Financial Partners, Inc.
N/A—27,782-27,782-100%$3.3M———
Notis-McConarty Edward
N/A—27,487-27,487-100%$3.3M———
Commerce Bank
N/A—27,323-27,323-100%$3.3M———
Rothschild Investment LLC
N/A—26,898-26,898-100%$3.2M———
Argent Trust Co
N/A—26,355-26,355-100%$3.1M———
Vestcor Inc
N/A—26,100-26,100-100%$3.1M———
Baird Financial Group, Inc.
N/A—26,031-26,031-100%$3.1M———
Quantbot Technologies LP
N/A—25,704-25,704-100%$3.1M———
Northwestern Mutual Wealth Management Co
N/A—25,480-25,480-100%$3.0M———
Intech Investment Management LLC
N/A—25,396-25,396-100%$3.0M———
Fairfax Financial Holdings LTD/ CAN
N/A—24,800-24,800-100%$3.0M———
Vestmark Advisory Solutions, Inc.
N/A—24,550-24,550-100%$2.9M———
Fiduciary Trust Co
N/A—24,134-24,134-100%$2.9M———
Ameriprise Financial Inc
N/A—23,952-23,952-100%$3.3M———
Janney Montgomery Scott LLC
N/A—23,782-23,782-100%$2.8M———
Andra Ap-fonden
N/A—23,641-23,641-100%$4.0M———
Maverick Capital LTD
N/A—23,484-23,484-100%$2.8M———
Vanguard Personalized Indexing Management, LLC
N/A—23,096-23,096-100%$2.8M———
Osaic Holdings, Inc.
N/A—22,865-22,865-100%$2.7M———
Zurich Insurance Group Ltd
N/A—22,400-22,400-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—21,935-21,935-100%$2.6M———
Groupama Asset Managment
N/A—21,478-21,478-100%$3.7M———
HighTower Advisors, LLC
N/A—20,861-20,861-100%$2.5M———
Susquehanna International Group, LLP
N/A—20,776-20,776-100%$2.5M———
Ensign Peak Advisors, Inc
N/A—20,700-20,700-100%$2.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—20,000-20,000-100%$2.4M———
Tower Research Capital LLC (TRC)
N/A—19,986-19,986-100%$2.4M———
Nwam LLC
N/A—19,754-19,754-100%$2.4M———
Citadel Advisors LLC
N/A—19,558-19,558-100%$2.3M———
Callan Family Office, LLC
N/A—19,352-19,352-100%$2.3M———
Tacita Capital Inc
N/A—19,296-19,296-100%$2.3M———
Cullen Capital Management, LLC
N/A—19,278-19,278-100%$2.3M———
Harvest Portfolios Group Inc.
N/A—18,343-18,343-100%$2.2M———
Altrafin AG
N/A—18,000-18,000-100%$2.1M———
Dempze Nancy E
N/A—17,920-17,920-100%$2.1M———
Tudor Financial Inc.
N/A—16,740-16,740-100%$2.0M———
Walleye Trading LLC
N/A—16,296-16,296-100%$1.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—15,623-15,623-100%$1.9M———
Focus Partners Wealth
N/A—15,554-15,554-100%$1.9M———
Squarepoint Ops LLC
N/A—15,243-15,243-100%$1.8M———
DF Dent & Co Inc
N/A—14,900-14,900-100%$1.8M———
J. Goldman & Co LP
N/A—14,821-14,821-100%$1.8M———
Voya Investment Management LLC
N/A—14,759-14,759-100%$1.8M———
Two Sigma Securities, LLC
N/A—14,684-14,684-100%$1.8M———
Sciencast Management LP
N/A—14,150-14,150-100%$1.7M———
Wahed Invest LLC
N/A—14,024-14,024-100%$1.7M———
Adalta Capital Management LLC
N/A—13,700-13,700-100%$1.6M———
SG Americas Securities, LLC
N/A—13,613-13,613-100%$1.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—13,350-13,350-100%$1.6M———
Beacon Investment Advisors LLC
N/A—13,168-13,168-100%$1.6M———
Pathstone Holdings, LLC
N/A—12,975-12,975-100%$1.5M———
Mercer Global Advisors Inc
N/A—12,588-12,588-100%$1.5M———
Westerkirk Capital Inc.
N/A—12,412-12,412-100%$1.5M———
Estabrook Capital Management
N/A—12,132-12,132-100%$1.4M———
Heartland Advisors Inc
N/A—12,101-12,101-100%$1.4M———
Lombard Odier Asset Management (USA) Corp
N/A—11,898-11,898-100%$1.4M———
JTC Employer Solutions Trustee Ltd
N/A—11,700-11,700-100%$1.4M———
Glenmede Trust Co NA
N/A—11,333-11,333-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—11,226-11,226-100%$1.3M———
Lowe Brockenbrough & Co Inc
N/A—11,149-11,149-100%$1.3M———
Earnest Partners LLC
N/A—11,008-11,008-100%$1.3M———
Dividend Assets Capital, LLC
N/A—10,718-10,718-100%$1.3M———
MAI Capital Management
N/A—10,264-10,264-100%$1.2M———
Avalon Trust Co
N/A—10,200-10,200-100%$1.2M———
Union Heritage Capital, LLC
N/A—10,126-10,126-100%$1.2M———
Texas Yale Capital Corp.
N/A—10,061-10,061-100%$1.2M———
Sumitomo Life Insurance Co
N/A—9,848-9,848-100%$1.2M———
Credit Agricole S A
N/A—9,512-9,512-100%$1.1M———
Capital Group Private Client Services, Inc.
N/A—9,133-9,133-100%$1.1M———
Barnett & Company, Inc.
N/A—9,022-9,022-100%$1.1M———
Parvin Asset Management, LLC
N/A—8,900-8,900-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—8,609-8,609-100%$1.0M———
Sanctuary Advisors, LLC
N/A—8,199-8,199-100%$977.6K———
Murchinson Ltd.
N/A—8,135-8,135-100%$970.0K———
D. E. Shaw & Co., Inc.
N/A—8,000-8,000-100%$953.7K———
Capital International Sarl
N/A—7,510-7,510-100%$896.2K———
Essex Financial Services, Inc.
N/A—7,403-7,403-100%$882.8K———
Jain Global LLC
N/A—7,355-7,355-100%$877.1K———
Roberts Glore & Co Inc
N/A—7,166-7,166-100%$854.5K———
M&T Bank Corp
N/A—6,964-6,964-100%$830.6K———
Mayflower Financial Advisors, LLC
N/A—6,609-6,609-100%$788.1K———
Metis Global Partners, LLC
N/A—6,279-6,279-100%$749.0K———
One Wealth Advisors, LLC
N/A—6,232-6,232-100%$743.1K———
MML Investors Services, LLC
N/A—6,222-6,222-100%$741.9K———
NewEdge Wealth, LLC
N/A—6,206-6,206-100%$740.1K———
Kirtland Hills Capital Management, LLC
N/A—6,181-6,181-100%$737.0K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—5,956-5,956-100%$710.9K———
Chilton Investment Co Inc.
N/A—5,800-5,800-100%$691.6K———
Waverly Advisors, LLC
N/A—5,794-5,794-100%$690.9K———
Employees Retirement System of Texas
N/A—5,747-5,747-100%$685.0K———
Sequoia Financial Advisors, LLC
N/A—5,725-5,725-100%$682.7K———
Haverford Trust Co
N/A—5,673-5,673-100%$676.4K———
Expressive Wealth LLC
N/A—5,558-5,558-100%$662.7K———
NewEdge Advisors, LLC
N/A—5,557-5,557-100%$662.6K———
HM Payson & Co
N/A—5,550-5,550-100%$661.8K———
Chesapeake Capital Corp
N/A—5,360-5,360-100%$639.1K———
Savvy Advisors, Inc.
N/A—5,338-5,338-100%$636.5K———
Havemeyer Place LP
N/A—5,178-5,178-100%$617.4K———
QRG Capital Management, Inc.
N/A—5,175-5,175-100%$617.1K———
&partners
N/A—5,071-5,071-100%$604.7K———
Minot DeBlois Advisors LLC
N/A—5,052-5,052-100%$602.4K———
Arkadios Wealth Advisors
N/A—5,045-5,045-100%$601.5K———
Entropy Technologies, LP
N/A—5,007-5,007-100%$597.0K———
Shelton Capital Management
N/A—4,980-4,980-100%$593.8K———
HSBC Holdings PLC
N/A—4,873-4,873-100%$581.1K———
Centric Wealth Management
N/A—4,824-4,824-100%$527.6K———
Advisory Services Network, LLC
N/A—4,823-4,823-100%$575.1K———
Syon Capital LLC
N/A—4,722-4,722-100%$563.1K———
Advisors Asset Management, Inc.
N/A—4,629-4,629-100%$552.0K———
Rhumbline Advisers
N/A—4,617-4,617-100%$550.5K———
Bartlett & Co. Wealth Management LLC
N/A—4,564-4,564-100%$544.2K———
One Capital Management, LLC
N/A—4,507-4,507-100%$462.6K———
Peapack Gladstone Financial Corp
N/A—4,491-4,491-100%$536.0K———
denkapparat Operations GmbH
N/A—4,448-4,448-100%$530.4K———
Ruggaard & Associates LLC
N/A—4,302-4,302-100%$513.0K———
Sargent Investment Group, LLC
N/A—4,296-4,296-100%$512.3K———
Foundations Investment Advisors, LLC
N/A—4,268-4,268-100%$508.9K———
Erste Asset Management GmbH
N/A—4,200-4,200-100%$504.4K———
Foresight Global Investors, Inc.
N/A—4,125-4,125-100%$491.9K———
Westwood Holdings Group Inc
N/A—4,000-4,000-100%$477.0K———
Groupe la Francaise
N/A—3,981-3,981-100%$474.9K———
Wimmer Associates 1, LLC
N/A—3,950-3,950-100%$471.0K———
United Capital Financial Advisors, LLC
N/A—3,859-3,859-100%$460.1K———
Orion Investment Co
N/A—3,691-3,691-100%$440.1K———
Vident Advisory, LLC
N/A—3,656-3,656-100%$436.0K———
Edmond de Rothschild Holding S.A.
N/A—3,594-3,594-100%$427.3K———
Rexford Capital Inc
N/A—3,572-3,572-100%$425.9K———
Steward Partners Investment Advisory, LLC
N/A—3,531-3,531-100%$421.0K———
Caption Management, LLC
N/A—3,500-3,500-100%$417.3K———
Chancellor Financial Group WB LP
N/A—3,469-3,469-100%$413.6K———
Integrated Wealth Concepts LLC
N/A—3,463-3,463-100%$412.9K———
Equitable Holdings, Inc.
N/A—3,366-3,366-100%$401.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,312-3,312-100%$394.9K———
DRW Securities, LLC
N/A—3,307-3,307-100%$394.3K———
Private Advisor Group, LLC
N/A—3,107-3,107-100%$370.4K———
Benjamin Edwards Inc
N/A—3,029-3,029-100%$361.3K———
CarsonAllaria Wealth Management, Ltd.
N/A—3,017-3,017-100%$359.8K———
Kingsview Wealth Management, LLC
N/A—2,997-2,997-100%$357.4K———
Stratos Wealth Partners, Ltd.
N/A—2,985-2,985-100%$356.0K———
Legacy Financial Advisors, Inc.
N/A—2,930-2,930-100%$349.3K———
Corient IA LP
N/A—2,900-2,900-100%$345.8K———
Caprock Group, LLC
N/A—2,899-2,899-100%$345.8K———
Independent Advisor Alliance
N/A—2,898-2,898-100%$345.6K———
Checchi Capital Advisers, LLC
N/A—2,840-2,840-100%$338.6K———
Mattson Financial Services, LLC
N/A—2,836-2,836-100%$363.6K———
EP Wealth Advisors, LLC
N/A—2,829-2,829-100%$337.4K———
Broyhill Asset Management, LLC
N/A—2,751-2,751-100%$328.0K———
Brown Financial Advisors
N/A—2,672-2,672-100%$318.6K———
Edgestream Partners, L.P.
N/A—2,494-2,494-100%$297.4K———
SHP Wealth Management
N/A—2,448-2,448-100%$291.9K———
Coldstream Capital Management Inc
N/A—2,418-2,418-100%$288.3K———
Ponta Wealth Partners, LLC
N/A—2,400-2,400-100%$286.2K———
Pettyjohn, Wood & White, Inc
N/A—2,400-2,400-100%$286.2K———
Private Capital Management, LLC
N/A—2,360-2,360-100%$281.4K———
Banque Cantonale Vaudoise
N/A—2,360-2,360-100%$282.0K———
First Eagle Investment Management, LLC
N/A—2,343-2,343-100%$279.3K———
PFG Investments, LLC
N/A—2,339-2,339-100%$279.0K———
Chevy Chase Trust Holdings, LLC
N/A—2,311-2,311-100%$275.6K———
Davis R M Inc
N/A—2,300-2,300-100%$274.3K———
Harbour Investments, Inc.
N/A—2,279-2,279-100%$271.8K———
River Road Asset Management, LLC
N/A—2,276-2,276-100%$271.4K———
Great Valley Advisor Group, Inc.
N/A—2,220-2,220-100%$264.5K———
Twin Tree Management, LP
N/A—2,148-2,148-100%$256.1K———
Empower Advisory Group, LLC
N/A—2,142-2,142-100%$255.4K———
Westpac Banking Corp
N/A—2,058-2,058-100%$245.4K———
Focus Partners Advisor Solutions, LLC
N/A—2,043-2,043-100%$243.7K———
Trustmark Bank Trust Department
N/A—2,036-2,036-100%$242.8K———
Cresset Asset Management, LLC
N/A—2,036-2,036-100%$242.8K———
OneDigital Investment Advisors LLC
N/A—2,021-2,021-100%$241.0K———
Geneos Wealth Management Inc.
N/A—1,992-1,992-100%$237.5K———
Foster & Motley Inc
N/A—1,992-1,992-100%$238.0K———
Cannell & Spears LLC
N/A—1,977-1,977-100%$235.7K———
UBS Asset Management Americas LLC
N/A—1,975-1,975-100%$235.5K———
CVA Family Office, LLC
N/A—1,910-1,910-100%$227.7K———
Cascades Capital Asset Management, LLC
N/A—1,893-1,893-100%$225.7K———
Schnieders Capital Management, Llc.
N/A—1,874-1,874-100%$223.5K———
Prosperity Consulting Group, LLC
N/A—1,842-1,842-100%$219.6K———
Capital Advisors Inc
N/A—1,841-1,841-100%$219.5K———
Wealthspire Advisors, LLC
N/A—1,829-1,829-100%$218.1K———
Vanguard National Trust Co
N/A—1,785-1,785-100%$212.8K———
Wellington-Altus USA Inc.
N/A—1,759-1,759-100%$180.8K———
Bluespring Wealth Management, LLC
N/A—1,757-1,757-100%$209.5K———
CreativeOne Wealth, LLC
N/A—1,746-1,746-100%$208.2K———
Modern Wealth Management, LLC
N/A—1,732-1,732-100%$206.5K———
Meridian Wealth Advisors, LLC
N/A—1,700-1,700-100%$202.7K———
Bridgewater Advisors Inc.
N/A—1,696-1,696-100%$213.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,491-1,491-100%$177.9K———
Cheviot Value Management, LLC
N/A—1,450-1,450-100%$172.9K———
EFG International AG
N/A—1,349-1,349-100%$160.9K———
Capula Management Ltd
N/A—1,232-1,232-100%$146.9K———
Heritage Wealth Advisors
N/A—1,065-1,065-100%$127.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—995-995-100%$118.7K———
BFC Planning, Inc.
N/A—995-995-100%$118.7K———
SouthState Bank Corp
N/A—919-919-100%$109.6K———
CoreFirst Bank & Trust
N/A—903-903-100%$107.7K———
ST Germain D J Co Inc
N/A—850-850-100%$101.4K———
Global Retirement Partners, LLC
N/A—802-802-100%$95.7K———
Colonial Trust Advisors
N/A—700-700-100%$83.5K———
Tiaa Wealth Investment Management LLC
N/A—671-671-100%$80.0K———
Raffa Wealth Management, LLC
N/A—637-637-100%$76.0K———
Smartleaf Asset Management LLC
N/A—629-629-100%$75.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—600-600-100%$71.5K———
Dunhill Financial, LLC
N/A—559-559-100%$66.8K———
Nalls Sherbakoff Group, LLC
N/A—550-550-100%$65.6K———
Basecamp Wealth Advisors LLC
N/A—522-522-100%$62.2K———
Basepoint Wealth LLC
N/A—518-518-100%$61.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—440-440-100%$52.3K———
Bruce G. Allen Investments, LLC
N/A—424-424-100%$50.6K———
Keating Financial Advisory Services, Inc.
N/A—416-416-100%$49.6K———
Crewe Advisors LLC
N/A—400-400-100%$47.7K———
Evelyn Partners Group Ltd
N/A—365-365-100%$43.5K———
Park Place Capital Corp
N/A—337-337-100%$40.2K———
Steigerwald, Gordon & Koch Inc.
N/A—335-335-100%$39.9K———
Brown Brothers Harriman & Co
N/A—263-263-100%$31.4K———
Stance Capital LLC
N/A—258-258-100%$30.8K———
Smithfield Trust Co
N/A—250-250-100%$28———
PIN OAK Investment Advisors Inc
N/A—223-223-100%$27———
Ogorek Anthony Joseph
N/A—200-200-100%$23———
LRI Investments, LLC
N/A—175-175-100%$20.9K———
Atlantic Union Bankshares Corp
N/A—166-166-100%$19.8K———
Gould Capital, LLC
N/A—160-160-100%$19.1K———
Manning & Napier Advisors LLC
N/A—150-150-100%$17.9K———
Ancora Advisors LLCA
N/A—135-135-100%$16.1K———
Godfrey Financial Associates, Inc.
N/A—133-133-100%$15.9K———
Allied Private Wealth LLC
N/A—129-129-100%$15.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—128-128-100%$15.3K———
Optiver Holding B.V.
N/A—126-126-100%$15.0K———
Elequin Capital, LP
N/A—118-118-100%$14.1K———
Boreal Capital Management LLC
N/A—100-100-100%$11.9K———
Truvestments Capital LLC
N/A—100-100-100%$11.9K———
Kilter Group LLC
N/A—95-95-100%$11.3K———
Cornerstone Financial Management LLC
N/A—95-95-100%$11.3K———
Glen Eagle Advisors, LLC
N/A—86-86-100%$10.2K———
WealthCollab, LLC
N/A—76-76-100%$9.1K———
Prestige Wealth Management Group LLC
N/A—68-68-100%$8.1K———
Fiduciary Financial Advisors
N/A—63-63-100%$7.4K———
BOK Financial Private Wealth, Inc.
N/A—61-61-100%$7.3K———
Webster Bank, N. A.
N/A—60-60-100%$7.2K———
Hantz Financial Services, Inc.
N/A—58-58-100%$7———
Transamerica Financial Advisors, LLC
N/A—56-56-100%$6.7K———
Sachetta, LLC
N/A—40-40-100%$4.8K———
Caldwell Sutter Capital, Inc.
N/A—37-37-100%$4.4K———
Aberdeen Wealth Management LLC
N/A—30-30-100%$3.6K———
Continuum Advisory, LLC
N/A—25-25-100%$3.0K———
Quent Capital, LLC
N/A—25-25-100%$3.0K———
MidFirst Bank
N/A—21-21-100%$2.5K———
Ameriflex Group, Inc.
N/A—17-17-100%$2.0K———
Mpwm Advisory Solutions, LLC
N/A—14-14-100%$1.7K———
Synergy Investment Management, LLC
N/A—13-13-100%$1.6K———
Caitlin John, LLC
N/A—10-10-100%$1.2K———
Horizon Investments, LLC
N/A—5-5-100%$596———
Marshall Investment Management, LLC
N/A—5-5-100%$596———
JPL Wealth Management, LLC
N/A—2-2-100%$239———
Quarry LP
N/A—1-1-100%$119———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 885 of 885 institutions