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Canopy Growth Corp (CGC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SBI Securities Co., Ltd.
INCREASED
Shares711,678 from 682,715
Change+28,963 (+4%)
Value$637.8K (-$10.8K)
Filed 2026-10-22
MacKenzie Financial Corp
INCREASED
Shares502,331 from 477,300
Change+25,031 (+5%)
Value$448.2K (-$210.5K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares199,000 from 99,000
Change+100,000 (+101%)
Value$178.0K (+$84.0K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares165,916 from 167,285
Change-1,369 (-1%)
Value$148.7K (-$10.2K)
Filed 2026-11-06
Lake Street Private Wealth, LLC
INCREASED
Shares145,650 from 141,900
Change+3,750 (+3%)
Value$130.5K (-$4.3K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares138,719 from 127,191
Change+11,528 (+9%)
Value$122.0K (-$420)
Filed 2026-10-16
Leonteq Securities AG
UNCHANGED
Shares92,447 from 92,447
Change0 (0%)
Value$117.9K (-$10.6K)
Filed 2026-10-29
Beau Ventures, LLc
UNCHANGED
Shares90,000 from 90,000
Change0 (0%)
Value$80.7K (-$4.8K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares63,900 from 54,075
Change+9,825 (+18%)
Value$57.2K (+$4.6K)
Filed 2026-11-04
Imc-Chicago, LLC
NEW
Shares62,027
Change+62,027
Value$55.6K
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares50,631 from 64,133
Change-13,502 (-21%)
Value$45.4K (-$15.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
UNCHANGED
Shares48,527 from 48,527
Change0 (0%)
Value$43.5K (-$2.6K)
Filed 2026-10-23
Genesee Capital Advisors, LLC
UNCHANGED
Shares40,068 from 40,068
Change0 (0%)
Value$35.9K (-$2.2K)
Filed 2026-10-20
Barclays PLC
INCREASED
Shares39,303 from 20,003
Change+19,300 (+96%)
Value$35.2K (+$16.2K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,747 from 23,260
Change-1,513 (-6%)
Value$19 (-$4)
Filed 2026-11-02
Integrity Alliance, Llc.
DECREASED
Shares20,687 from 27,465
Change-6,778 (-25%)
Value$18.5K (-$7.6K)
Filed 2026-10-29
PFS Partners, LLC
UNCHANGED
Shares18,350 from 18,350
Change0 (0%)
Value$16.4K (-$987)
Filed 2026-10-21
Silverlake Wealth Management LLC
NEW
Shares13,197
Change+13,197
Value$11.8K
Filed 2026-10-21
Granite Islands Private Wealth, LLC
UNCHANGED
Shares10,905 from 10,905
Change0 (0%)
Value$9.8K (-$587)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares10,015 from 10,008
Change+7 (+0%)
Value$9.0K (-$533)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares2,795
Change+2,795
Value$2.5K
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$1.3K (-$76)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares1,092 from 1,082
Change+10 (+1%)
Value$979 (-$49)
Filed 2026-11-03
Signature Equity Partners, LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$847 (-$51)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$722 (-$43)
Filed 2026-11-04
Guardian Partners Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$644 (-$56)
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$375 (-$24)
Filed 2026-11-06
Tsfg, LLC
DECREASED
Shares340 from 587
Change-247 (-42%)
Value$0 (-$1)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares300 from 427
Change-127 (-30%)
Value$269 (-$137)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$245 (-$14)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares256 from 251
Change+5 (+2%)
Value$244 (+$5)
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$176 (-$10)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares169 from 165
Change+4 (+2%)
Value$151 (-$6)
Filed 2026-10-08
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$138 (-$9)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$134 (-$12)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$111 (-$7)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$99 (-$6)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares109
Change+109
Value$98
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$93 (-$6)
Filed 2026-10-29
Compagnie Lombard Odier SCmA
DECREASED
Shares100 from 250
Change-150 (-60%)
Value$89 (-$154)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$90 (-$5)
Filed 2026-10-22
Rossby Financial, LCC
NEW
Shares90
Change+90
Value$81
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$77 (-$5)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares81 from 171
Change-90 (-53%)
Value$73 (-$89)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$64 (-$3)
Filed 2026-10-14
Barrett & Company, Inc.
DECREASED
Shares65 from 97
Change-32 (-33%)
Value$58 (-$34)
Filed 2026-10-22
Entrust Financial LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$52 (-$3)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares50
Change+50
Value$45
Filed 2026-10-27
Community Bank, N.A.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$44 (-$3)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares49
Change+49
Value$45
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$38 (-$3)
Filed 2026-10-27
Quintet Private Bank (Europe) S.A.
INCREASED
Shares40 from 20
Change+20 (+100%)
Value$36 (+$17)
Filed 2026-10-08
Wilkerson Advisory Group LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$36 (-$2)
Filed 2026-10-20
Financial Consulate, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$35 (-$2)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$31 (-$2)
Filed 2026-11-05
First United Bank & Trust
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$30 (-$1)
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$28 (-$2)
Filed 2026-10-21
Investors Research Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$27 (-$2)
Filed 2026-10-07
Cedar Mountain Advisors, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$24 (-$2)
Filed 2026-10-15
Markowski Investments
NEW
Shares25
Change+25
Value$22
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$23 (-$1)
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$21 (-$1)
Filed 2026-10-13
Winch Advisory Services, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$20 (-$1)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares21 from 53
Change-32 (-60%)
Value$19 (-$33)
Filed 2026-11-02
Signaturefd, LLC
DECREASED
Shares21 from 22
Change-1 (-5%)
Value$19 (-$2)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$19 (-$1)
Filed 2026-11-04
Westside Investment Management, Inc.
DECREASED
Shares20 from 60
Change-40 (-67%)
Value$18 (-$39)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$18 (-$1)
Filed 2026-10-23
RMG Wealth Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$12 (-$6)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
NEW
Shares17
Change+17
Value$15
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$15 (-$1)
Filed 2026-10-23
Roxbury Financial LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$14 (-$1)
Filed 2026-10-01
Compass Financial Management LLC
NEW
Shares15
Change+15
Value$13
Filed 2026-10-30
Financial Management Professionals, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$13 (-$1)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$13 ($0)
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$10 ($0)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares10
Change+10
Value$9
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9 (-$1)
Filed 2026-10-16
Fortis Group Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$8 (-$2)
Filed 2026-11-06
New England Capital Financial Advisors LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9 (-$1)
Filed 2026-11-03
Nvwm, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9 (-$1)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$7 ($0)
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$6 (-$1)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4 (-$2)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares5
Change+5
Value$4
Filed 2026-10-27
Blueline Advisors LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$5 ($0)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$4 ($0)
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$4 ($0)
Filed 2026-10-26
Nfsg Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$4 ($0)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$3
Filed 2026-10-21
Key Capital Management, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$3 ($0)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares2
Change+2
Value$2
Filed 2026-10-29
Main Street Group, LTD
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$2 ($0)
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$2 ($0)
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$2 ($0)
Filed 2026-10-26
Louisbourg Investments Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$2 ($0)
Filed 2026-10-20
Atwood & Palmer Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 ($0)
Filed 2026-10-08
Sullivan Wood Capital Management LLC
CLOSED
Shares0 from 690,585
Change-690,585 (-100%)
Value$0 (-$656.1K)
Filed 2026-10-13
Daiwa Securities Group Inc.
CLOSED
Shares0 from 139,000
Change-139,000 (-100%)
Value$0 (-$132.1K)
Filed 2026-10-29
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 11,016
Change-11,016 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-26
Aries Wealth Management
CLOSED
Shares0 from 10,020
Change-10,020 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$671)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$69)
Filed 2026-10-30
Gill Capital Partners, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$57)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$44)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$6.7M)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$25)
Filed 2026-10-15
Center for Financial Planning, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$24)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$10)
Filed 2026-10-23
Trust Co
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$10)
Filed 2026-10-09
Asset Dedication, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$10)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$5)
Filed 2026-10-13
Tower View Wealth Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$2)
Filed 2026-10-23
Founders Capital Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$2)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-10-26
Tidal Investments LLC
N/A
Shares— from 9,189,630
Change-9,189,630 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,946,294
Change-1,946,294 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,847,500
Change-1,847,500 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,562,808
Change-1,562,808 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,396,338
Change-1,396,338 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,303,720
Change-1,303,720 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,219,106
Change-1,219,106 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,081,963
Change-1,081,963 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 858,456
Change-858,456 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 715,081
Change-715,081 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 686,625
Change-686,625 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 500,707
Change-500,707 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 492,571
Change-492,571 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 465,493
Change-465,493 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 335,000
Change-335,000 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 289,683
Change-289,683 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 279,724
Change-279,724 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 270,000
Change-270,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 243,625
Change-243,625 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 153,500
Change-153,500 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 138,459
Change-138,459 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 109,600
Change-109,600 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 96,765
Change-96,765 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 93,767
Change-93,767 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 91,790
Change-91,790 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 82,216
Change-82,216 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 67,823
Change-67,823 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 60,135
Change-60,135 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 53,745
Change-53,745 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 49,259
Change-49,259 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 46,373
Change-46,373 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 38,472
Change-38,472 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 38,357
Change-38,357 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 37,089
Change-37,089 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 34,748
Change-34,748 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 33,395
Change-33,395 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 31,654
Change-31,654 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,744
Change-28,744 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 28,440
Change-28,440 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 28,181
Change-28,181 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 27,945
Change-27,945 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 27,400
Change-27,400 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 26,009
Change-26,009 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 22,552
Change-22,552 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 21,486
Change-21,486 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 20,688
Change-20,688 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,752
Change-16,752 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,944
Change-15,944 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 15,894
Change-15,894 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,010
Change-13,010 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,526
Change-11,526 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,032
Change-10,032 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 977
Change-977 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 735
Change-735 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 624
Change-624 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 586
Change-586 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 521
Change-521 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 496
Change-496 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 200
Change-200 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Skaana Management L.P.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 128
Change-128 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 114
Change-114 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
EFG International AG
N/A
Shares— from 77
Change-77 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 48
Change-48 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 10
Change-10 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 10
Change-10 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8
Change-8 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
SBI Securities Co., Ltd.
INCREASED711,678682,715+28,963+4%$648.6K$637.8K-$10.8K2026-10-22
MacKenzie Financial Corp
INCREASED502,331477,300+25,031+5%$658.7K$448.2K-$210.5K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED199,00099,000+100,000+101%$94.0K$178.0K+$84.0K2026-11-02
LPL Financial LLC
DECREASED165,916167,285-1,369-1%$158.9K$148.7K-$10.2K2026-11-06
Lake Street Private Wealth, LLC
INCREASED145,650141,900+3,750+3%$134.8K$130.5K-$4.3K2026-10-22
TD Waterhouse Canada Inc.
INCREASED138,719127,191+11,528+9%$122.4K$122.0K-$4202026-10-16
Leonteq Securities AG
UNCHANGED92,44792,44700%$128.5K$117.9K-$10.6K2026-10-29
Beau Ventures, LLc
UNCHANGED90,00090,00000%$85.5K$80.7K-$4.8K2026-10-14
Citigroup Inc
INCREASED63,90054,075+9,825+18%$52.6K$57.2K+$4.6K2026-11-04
Imc-Chicago, LLC
NEW62,027—+62,027——$55.6K—2026-11-05
Commonwealth Equity Services, LLC
DECREASED50,63164,133-13,502-21%$60.9K$45.4K-$15.5K2026-11-02
Apollon Wealth Management, LLC
UNCHANGED48,52748,52700%$46.1K$43.5K-$2.6K2026-10-23
Genesee Capital Advisors, LLC
UNCHANGED40,06840,06800%$38.1K$35.9K-$2.2K2026-10-20
Barclays PLC
INCREASED39,30320,003+19,300+96%$19.0K$35.2K+$16.2K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED21,74723,260-1,513-6%$23$19-$42026-11-02
Integrity Alliance, Llc.
DECREASED20,68727,465-6,778-25%$26.1K$18.5K-$7.6K2026-10-29
PFS Partners, LLC
UNCHANGED18,35018,35000%$17.4K$16.4K-$9872026-10-21
Silverlake Wealth Management LLC
NEW13,197—+13,197——$11.8K—2026-10-21
Granite Islands Private Wealth, LLC
UNCHANGED10,90510,90500%$10.4K$9.8K-$5872026-10-16
Elevation Point Wealth Partners, LLC
INCREASED10,01510,008+7+0%$9.5K$9.0K-$5332026-11-05
Ascentis Independent Advisors
NEW2,795—+2,795——$2.5K—2026-11-03
IFP Advisors, Inc
UNCHANGED1,4211,42100%$1.4K$1.3K-$762026-10-16
Parallel Advisors, LLC
INCREASED1,0921,082+10+1%$1.0K$979-$492026-11-03
Signature Equity Partners, LLC
UNCHANGED94594500%$898$847-$512026-10-29
Gables Capital Management Inc.
UNCHANGED80580500%$765$722-$432026-11-04
Guardian Partners Inc.
UNCHANGED72072000%$700$644-$562026-10-21
PNC Financial Services Group, Inc.
UNCHANGED41941900%$399$375-$242026-11-06
Tsfg, LLC
DECREASED340587-247-42%$1$0-$12026-10-23
Farther Finance Advisors, LLC
DECREASED300427-127-30%$406$269-$1372026-10-08
Lanark Financial, Inc.
UNCHANGED27327300%$259$245-$142026-10-26
Allworth Financial LP
INCREASED256251+5+2%$239$244+$52026-11-06
Golden State Wealth Management, LLC
UNCHANGED19619600%$186$176-$102026-11-02
CoreCap Advisors, LLC
INCREASED169165+4+2%$157$151-$62026-10-08
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED15415400%$147$138-$92026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED15015000%$146$134-$122026-11-02
Archer Investment Corp
UNCHANGED12412400%$118$111-$72026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED11011000%$105$99-$62026-11-04
Jacobi Capital Management LLC
NEW109—+109——$98—2026-11-05
Salomon & Ludwin, LLC
UNCHANGED10410400%$99$93-$62026-10-29
Compagnie Lombard Odier SCmA
DECREASED100250-150-60%$243$89-$1542026-11-04
Quaker Wealth Management, LLC
UNCHANGED10010000%$95$90-$52026-10-22
Rossby Financial, LCC
NEW90—+90——$81—2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED868600%$82$77-$52026-11-04
Larson Financial Group LLC
DECREASED81171-90-53%$162$73-$892026-11-05
Mather Group, Llc.
UNCHANGED717100%$67$64-$32026-10-14
Barrett & Company, Inc.
DECREASED6597-32-33%$92$58-$342026-10-22
Entrust Financial LLC
UNCHANGED575700%$55$52-$32026-11-04
William Mack & Associates, Inc.
NEW50—+50——$45—2026-10-27
Community Bank, N.A.
UNCHANGED505000%$47$44-$32026-11-06
Rothwell Investment Advisors, LLC
NEW49—+49——$45—2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED434300%$41$38-$32026-10-27
Quintet Private Bank (Europe) S.A.
INCREASED4020+20+100%$19$36+$172026-10-08
Wilkerson Advisory Group LLC
UNCHANGED404000%$38$36-$22026-10-20
Financial Consulate, Inc
UNCHANGED383800%$37$35-$22026-10-23
US Bancorp \de\
UNCHANGED353500%$33$31-$22026-11-05
First United Bank & Trust
UNCHANGED333300%$31$30-$12026-10-22
Piscataqua Savings Bank
UNCHANGED323200%$30$28-$22026-10-21
Investors Research Corp
UNCHANGED303000%$29$27-$22026-10-07
Cedar Mountain Advisors, LLC
UNCHANGED272700%$26$24-$22026-10-15
Markowski Investments
NEW25—+25——$22—2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED252500%$24$23-$12026-10-20
Cape Investment Advisory, Inc.
UNCHANGED232300%$22$21-$12026-10-13
Winch Advisory Services, LLC
UNCHANGED222200%$21$20-$12026-11-06
Key FInancial Inc
DECREASED2153-32-60%$52$19-$332026-11-02
Signaturefd, LLC
DECREASED2122-1-5%$21$19-$22026-10-23
Creative Financial Designs Inc
UNCHANGED212100%$20$19-$12026-11-04
Westside Investment Management, Inc.
DECREASED2060-40-67%$57$18-$392026-11-02
Valley National Advisers Inc
UNCHANGED202000%$19$18-$12026-10-23
RMG Wealth Management LLC
UNCHANGED181800%$18$12-$62026-10-26
Wilmington Savings Fund Society, FSB
NEW17—+17——$15—2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED161600%$16$15-$12026-10-23
Roxbury Financial LLC
UNCHANGED161600%$15$14-$12026-10-01
Compass Financial Management LLC
NEW15—+15——$13—2026-10-30
Financial Management Professionals, Inc.
UNCHANGED151500%$14$13-$12026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED141400%$13$13$02026-10-27
North Star Investment Management Corp.
UNCHANGED111100%$10$10$02026-10-27
Nova Financial LLC
NEW10—+10——$9—2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED101000%$10$9-$12026-10-16
Fortis Group Advisors, LLC
UNCHANGED101000%$10$8-$22026-11-06
New England Capital Financial Advisors LLC
UNCHANGED101000%$10$9-$12026-11-03
Nvwm, LLC
UNCHANGED101000%$10$9-$12026-10-14
American Capital Advisory, LLC
UNCHANGED7700%$7$7$02026-10-28
Lodestone Wealth Management LLC
UNCHANGED7700%$7$6-$12026-10-14
Mosley Wealth Management
UNCHANGED6600%$6$4-$22026-10-16
Balance Wealth Partners LLC
NEW5—+5——$4—2026-10-27
Blueline Advisors LLC
UNCHANGED5500%$5$5$02026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED4400%$4$4$02026-10-27
First Horizon Corp
UNCHANGED4400%$4$4$02026-10-26
Nfsg Corp
UNCHANGED4400%$4$4$02026-10-15
Root Financial Partners, LLC
NEW3—+3——$3—2026-10-21
Key Capital Management, Inc
UNCHANGED3300%$3$3$02026-11-03
Next Level Wealth Planning, LLC
NEW2—+2——$2—2026-10-29
Main Street Group, LTD
UNCHANGED2200%$2$2$02026-10-28
Wolff Wiese Magana LLC
UNCHANGED2200%$2$2$02026-10-15
SJS Investment Consulting Inc.
UNCHANGED2200%$2$2$02026-10-26
Louisbourg Investments Inc.
UNCHANGED2200%$2$2$02026-10-20
Atwood & Palmer Inc
UNCHANGED1100%$1$1$02026-10-08
Sullivan Wood Capital Management LLC
CLOSED0690,585-690,585-100%$656.1K$0-$656.1K2026-10-13
Daiwa Securities Group Inc.
CLOSED0139,000-139,000-100%$132.1K$0-$132.1K2026-10-29
J. Safra Sarasin Holding AG
CLOSED011,016-11,016-100%$10.7K$0-$10.7K2026-10-26
Aries Wealth Management
CLOSED010,020-10,020-100%$9.7K$0-$9.7K2026-10-23
Institute for Wealth Management, Llc.
CLOSED02,478-2,478-100%$2.4K$0-$2.4K2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
CLOSED0690-690-100%$671$0-$6712026-10-29
Smallwood Wealth Investment Management, LLC
CLOSED073-73-100%$69$0-$692026-10-30
Gill Capital Partners, LLC
CLOSED060-60-100%$57$0-$572026-10-13
AdvisorNet Financial, Inc
CLOSED046-46-100%$44$0-$442026-10-15
GFS Advisors, LLC
CLOSED027-27-100%$6.7M$0-$6.7M2026-11-03
LifeSteps Financial, Inc.
CLOSED026-26-100%$25$0-$252026-10-15
Center for Financial Planning, Inc.
CLOSED025-25-100%$24$0-$242026-10-26
Stone House Investment Management, LLC
CLOSED011-11-100%$10$0-$102026-10-23
Trust Co
CLOSED010-10-100%$10$0-$102026-10-09
Asset Dedication, LLC
CLOSED010-10-100%$10$0-$102026-11-03
Salem Investment Counselors Inc
CLOSED05-5-100%$5$0-$52026-10-13
Tower View Wealth Management LLC
CLOSED02-2-100%$2$0-$22026-10-23
Founders Capital Management
CLOSED02-2-100%$2$0-$22026-10-13
Commonwealth Retirement Investments LLC
CLOSED01-1-100%$1$0-$12026-10-26
Tidal Investments LLC
N/A—9,189,630-9,189,630-100%$8.7M———
Morgan Stanley
N/A—1,946,294-1,946,294-100%$1.8M———
Lazard Asset Management LLC
N/A—1,847,500-1,847,500-100%$1.8M———
Jane Street Group, LLC
N/A—1,562,808-1,562,808-100%$1.5M———
UBS Group AG
N/A—1,396,338-1,396,338-100%$1.3M———
Goldman Sachs Group Inc
N/A—1,303,720-1,303,720-100%$1.2M———
Susquehanna International Group, LLP
N/A—1,219,106-1,219,106-100%$1.2M———
Royal Bank of Canada
N/A—1,081,963-1,081,963-100%$1.0M———
National Bank of Canada
N/A—858,456-858,456-100%$816.0K———
HRT Financial LP
N/A—715,081-715,081-100%$679.0K———
TD Asset Management Inc
N/A—686,625-686,625-100%$667.9K———
Federation des caisses Desjardins du Quebec
N/A—500,707-500,707-100%$486.2K———
Millennium Management LLC
N/A—492,571-492,571-100%$470.5K———
SIG North Trading, ULC
N/A—465,493-465,493-100%$442.2K———
Sculptor Capital LP
N/A—335,000-335,000-100%$318.3K———
AdvisorShares Investments LLC
N/A—289,683-289,683-100%$275.2K———
D. E. Shaw & Co., Inc.
N/A—279,724-279,724-100%$266.5K———
Baader Bank Aktiengesellschaft
N/A—270,000-270,000-100%$262.5K———
Virtu Financial LLC
N/A—243,625-243,625-100%$231.0K———
Verition Fund Management LLC
N/A—153,500-153,500-100%$145.8K———
GMT Capital Corp
N/A—138,459-138,459-100%$131.5K———
Marathon Trading Investment Management LLC
N/A—109,600-109,600-100%$104.1K———
Walleye Trading LLC
N/A—96,765-96,765-100%$91.9K———
Osaic Holdings, Inc.
N/A—93,767-93,767-100%$90.6K———
Optiver Holding B.V.
N/A—91,790-91,790-100%$87.2K———
Toronto Dominion Bank
N/A—82,216-82,216-100%$79.9K———
Squarepoint Ops LLC
N/A—67,823-67,823-100%$64.4K———
SG Americas Securities, LLC
N/A—60,135-60,135-100%$57.0K———
Two Sigma Investments, LP
N/A—53,745-53,745-100%$51.1K———
Two Sigma Securities, LLC
N/A—49,259-49,259-100%$46.8K———
Marex Group Ltd
N/A—46,373-46,373-100%$44.1K———
MML Investors Services, LLC
N/A—38,472-38,472-100%$36.5K———
Insigneo Advisory Services, LLC
N/A—38,357-38,357-100%$37.3K———
Tower Research Capital LLC (TRC)
N/A—37,089-37,089-100%$35.2K———
CIBC World Market Inc.
N/A—34,748-34,748-100%$33.0K———
Engineers Gate Manager LP
N/A—33,395-33,395-100%$31.8K———
Bank of Montreal
N/A—31,654-31,654-100%$30.8K———
Renaissance Technologies LLC
N/A—30,500-30,500-100%$29.0K———
Citadel Advisors LLC
N/A—28,744-28,744-100%$27.3K———
PCG Wealth Advisors, LLC
N/A—28,440-28,440-100%$27.0K———
Ground Swell Capital, LLC
N/A—28,181-28,181-100%$26.8K———
Focus Partners Wealth
N/A—27,945-27,945-100%$26.5K———
Winton Group Ltd
N/A—27,400-27,400-100%$26.0K———
Octavia Wealth Advisors, LLC
N/A—26,009-26,009-100%$24.7K———
Scotia Capital Inc.
N/A—22,552-22,552-100%$21.9K———
Ameriprise Financial Inc
N/A—21,486-21,486-100%$20.4K———
Jones Financial Companies Lllp
N/A—20,688-20,688-100%$19.6K———
Farallon Capital Management, L.L.C.
N/A—18,000-18,000-100%$17.1K———
Captrust Financial Advisors
N/A—16,752-16,752-100%$15.9K———
Cetera Investment Advisers
N/A—15,944-15,944-100%$15.5K———
Wells Fargo & Company
N/A—15,894-15,894-100%$15.1K———
Impact Partnership Wealth, LLC
N/A—14,000-14,000-100%$13.3K———
Vanguard Personalized Indexing Management, LLC
N/A—13,010-13,010-100%$12.4K———
Private Advisor Group, LLC
N/A—11,526-11,526-100%$11.0K———
Kelman-Lazarov, Inc.
N/A—11,000-11,000-100%$10.5K———
Stifel Financial Corp
N/A—10,272-10,272-100%$9.8K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—10,100-10,100-100%$9.8K———
Stephens Inc
N/A—10,032-10,032-100%$9.5K———
Vestmark Advisory Solutions, Inc.
N/A—10,005-10,005-100%$9.5K———
Harbour Investments, Inc.
N/A—4,314-4,314-100%$4.1K———
Mark Sheptoff Financial Planning, LLC
N/A—1,500-1,500-100%$1.4K———
NewEdge Advisors, LLC
N/A—1,324-1,324-100%$1.3K———
Northwestern Mutual Wealth Management Co
N/A—977-977-100%$928———
Tripletail Wealth Management, LLC
N/A—900-900-100%$900———
SHP Wealth Management
N/A—735-735-100%$698———
Caldwell Sutter Capital, Inc.
N/A—624-624-100%$593———
BlackRock, Inc.
N/A—586-586-100%$557———
Steward Partners Investment Advisory, LLC
N/A—569-569-100%$540———
JPMorgan Chase & Co
N/A—521-521-100%$518———
Arax Advisory Partners
N/A—496-496-100%$473———
Prestige Wealth Management Group LLC
N/A—458-458-100%$436———
Pinney & Scofield, Inc.
N/A—400-400-100%$380———
Hantz Financial Services, Inc.
N/A—390-390-100%$0———
Global Retirement Partners, LLC
N/A—267-267-100%$254———
Cheviot Value Management, LLC
N/A—234-234-100%$222———
Alerus Financial NA
N/A—200-200-100%$190———
CVA Family Office, LLC
N/A—200-200-100%$190———
Skaana Management L.P.
N/A—178-178-100%$169———
Millstone Evans Group, LLC
N/A—167-167-100%$159———
BFC Planning, Inc.
N/A—134-134-100%$128———
Huntington National Bank
N/A—128-128-100%$122———
Financial Life Planners
N/A—114-114-100%$109———
Rialto Wealth Management, LLC
N/A—100-100-100%$95———
Delta Asset Management LLC
N/A—100-100-100%$95———
Napier Financial, LLC
N/A—79-79-100%$75———
EFG International AG
N/A—77-77-100%$73———
Rockefeller Capital Management L.P.
N/A—72-72-100%$68———
Strategic Wealth Partners, Ltd.
N/A—62-62-100%$59———
Steigerwald, Gordon & Koch Inc.
N/A—55-55-100%$52———
SOA Wealth Advisors, Llc.
N/A—51-51-100%$48———
Aviso Financial Inc.
N/A—50-50-100%$48———
Heritage Wealth Advisors
N/A—48-48-100%$46———
IFG Advisory, LLC
N/A—42-42-100%$39———
Bogart Wealth, LLC
N/A—42-42-100%$40———
Smartleaf Asset Management LLC
N/A—32-32-100%$32———
HighMark Wealth Management LLC
N/A—30-30-100%$28———
Kilter Group LLC
N/A—20-20-100%$19———
Atlantic Union Bankshares Corp
N/A—20-20-100%$19———
Aberdeen Wealth Management LLC
N/A—17-17-100%$16———
Mcguire Capital Advisors Inc
N/A—17-17-100%$16———
Continuum Advisory, LLC
N/A—16-16-100%$15———
Rothschild Investment LLC
N/A—15-15-100%$15———
Allied Private Wealth LLC
N/A—15-15-100%$14———
Purpose Unlimited Inc.
N/A—12-12-100%$12———
SouthState Bank Corp
N/A—10-10-100%$10———
Vision Retirement, LLC
N/A—10-10-100%$10———
Colonial Trust Advisors
N/A—10-10-100%$10———
Copia Wealth Management
N/A—10-10-100%$10———
TD Capital Management LLC
N/A—10-10-100%$10———
Ravenstone Capital Management Inc.
N/A—10-10-100%$10———
Godfrey Financial Associates, Inc.
N/A—10-10-100%$10———
Ancora Advisors LLCA
N/A—8-8-100%$8———
Anchor Investment Management, LLC
N/A—4-4-100%$4———
Showing 229 of 229 institutions