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Carlyle Group Inc (CG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
William Blair Investment Management, LLC
INCREASED
Shares6,821,563 from 5,914,905
Change+906,658 (+15%)
Value$270.5M (+$21.5M)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares5,158,088 from 5,224,555
Change-66,467 (-1%)
Value$204.0M (-$15.4M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares2,923,001 from 2,995,510
Change-72,509 (-2%)
Value$115.9M (-$10.2M)
Filed 2026-11-04
Algebris (UK) LTD
INCREASED
Shares2,568,178 from 1,923,159
Change+645,019 (+34%)
Value$101.9M (+$21.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares1,970,035 from 2,007,599
Change-37,564 (-2%)
Value$78.1M (-$6.4M)
Filed 2026-11-05
Beutel, Goodman & Co Ltd.
INCREASED
Shares1,935,909 from 1,270,059
Change+665,850 (+52%)
Value$76.8M (+$23.3M)
Filed 2026-11-04
Markel Group Inc.
UNCHANGED
Shares1,327,000 from 1,327,000
Change0 (0%)
Value$52.6M (-$3.3M)
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares1,186,273 from 1,049,820
Change+136,453 (+13%)
Value$47.0M (+$2.9M)
Filed 2026-11-06
Amundi
DECREASED
Shares1,098,567 from 3,406,001
Change-2,307,434 (-68%)
Value$43.6M (-$99.9M)
Filed 2026-11-06
Private Management Group Inc
INCREASED
Shares1,080,057 from 954,767
Change+125,290 (+13%)
Value$42.8M (+$2.6M)
Filed 2026-11-04
Deprince Race & Zollo Inc
INCREASED
Shares630,776 from 562,441
Change+68,335 (+12%)
Value$25.0M (+$1.3M)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares625,356 from 306,594
Change+318,762 (+104%)
Value$24.8M (+$11.9M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares605,640 from 588,520
Change+17,120 (+3%)
Value$24.0M (-$762.9K)
Filed 2026-11-02
Squarepoint Ops LLC
INCREASED
Shares532,307 from 495,608
Change+36,699 (+7%)
Value$21.1M (+$241.2K)
Filed 2026-11-09
Assetmark, Inc
DECREASED
Shares513,439 from 527,543
Change-14,104 (-3%)
Value$20.4M (-$1.9M)
Filed 2026-10-21
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares509,869 from 519,242
Change-9,373 (-2%)
Value$20.2M (-$1.6M)
Filed 2026-10-29
Franklin Street Advisors Inc
DECREASED
Shares456,657 from 560,327
Change-103,670 (-18%)
Value$18.1M (-$5.5M)
Filed 2026-10-13
Bank of Montreal
INCREASED
Shares397,847 from 306,178
Change+91,669 (+30%)
Value$15.8M (+$2.9M)
Filed 2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares346,255 from 307,610
Change+38,645 (+13%)
Value$13.7M (+$779.0K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares344,096 from 418,318
Change-74,222 (-18%)
Value$13.6M (-$4.0M)
Filed 2026-11-06
Retirement Systems of Alabama
INCREASED
Shares271,979 from 268,068
Change+3,911 (+1%)
Value$10.8M (-$501.7K)
Filed 2026-11-04
Argent Capital Management LLC
DECREASED
Shares258,612 from 267,555
Change-8,943 (-3%)
Value$10.3M (-$1.0M)
Filed 2026-10-05
Oppenheimer & Co Inc
DECREASED
Shares215,874 from 218,691
Change-2,817 (-1%)
Value$8.6M (-$647.5K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares200,514 from 250,189
Change-49,675 (-20%)
Value$8.0M (-$2.6M)
Filed 2026-11-04
Aberdeen Group plc
DECREASED
Shares186,233 from 186,410
Change-177 (0%)
Value$7.4M (-$463.7K)
Filed 2026-11-06
Galvin, Gaustad & Stein, LLC
DECREASED
Shares169,328 from 207,531
Change-38,203 (-18%)
Value$6.7M (-$2.0M)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares169,089 from 164,482
Change+4,607 (+3%)
Value$6.7M (-$220.3K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares147,369 from 164,767
Change-17,398 (-11%)
Value$5.8M (-$1.1M)
Filed 2026-11-05
Sound Income Strategies, LLC
INCREASED
Shares129,024 from 126,734
Change+2,290 (+2%)
Value$5.0M (-$383.5K)
Filed 2026-10-09
Danske Bank A/S
DECREASED
Shares125,409 from 127,809
Change-2,400 (-2%)
Value$5.0M (-$408.3K)
Filed 2026-11-09
Amalgamated Bank
INCREASED
Shares117,712 from 114,996
Change+2,716 (+2%)
Value$4.7M (-$174.0K)
Filed 2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares114,279 from 119,737
Change-5,458 (-5%)
Value$4.5M (-$509.8K)
Filed 2026-11-09
Kerusso Capital Management LLC
INCREASED
Shares109,768 from 99,675
Change+10,093 (+10%)
Value$4.4M (+$156.1K)
Filed 2026-10-27
Pictet Asset Management Holding SA
INCREASED
Shares100,255 from 96,776
Change+3,479 (+4%)
Value$4.0M (-$99.1K)
Filed 2026-11-03
New York State Teachers Retirement System
UNCHANGED
Shares97,586 from 97,586
Change0 (0%)
Value$3.9M (-$239.0K)
Filed 2026-10-22
Asset Management One Co., Ltd.
DECREASED
Shares97,469 from 98,962
Change-1,493 (-2%)
Value$3.9M (-$301.7K)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares96,111 from 96,276
Change-165 (0%)
Value$3.8M (-$242.4K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares88,951 from 64,289
Change+24,662 (+38%)
Value$3.6M (+$878.3K)
Filed 2026-10-16
Assenagon Asset Management S.A.
DECREASED
Shares85,092 from 264,232
Change-179,140 (-68%)
Value$3.4M (-$7.8M)
Filed 2026-10-15
State of New Jersey Common Pension Fund D
INCREASED
Shares81,676 from 81,302
Change+374 (+0%)
Value$3.2M (-$184.4K)
Filed 2026-11-05
Louisiana State Employees Retirement System
INCREASED
Shares78,300 from 75,800
Change+2,500 (+3%)
Value$3.1M (-$86.6K)
Filed 2026-10-20
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares78,109 from 77,628
Change+481 (+1%)
Value$3.1M (-$171.1K)
Filed 2026-11-09
Arizona State Retirement System
DECREASED
Shares71,278 from 75,075
Change-3,797 (-5%)
Value$2.8M (-$334.5K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares71,008 from 74,205
Change-3,197 (-4%)
Value$2.8M (-$308.6K)
Filed 2026-10-22
Handelsbanken Fonder AB
UNCHANGED
Shares68,200 from 68,200
Change0 (0%)
Value$2.7M (-$167.0K)
Filed 2026-11-09
Imc-Chicago, LLC
NEW
Shares66,407
Change+66,407
Value$2.6M
Filed 2026-11-05
IFM Investors Pty Ltd
INCREASED
Shares64,119 from 61,919
Change+2,200 (+4%)
Value$2.5M (-$64.4K)
Filed 2026-10-14
KBC Group NV
DECREASED
Shares63,829 from 63,945
Change-116 (0%)
Value$2.5M (-$162.0K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares62,940 from 62,049
Change+891 (+1%)
Value$2.5M (-$116.7K)
Filed 2026-11-03
Augustine Asset Management Inc
INCREASED
Shares62,717 from 61,972
Change+745 (+1%)
Value$2.5M (-$122.3K)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED
Shares62,005 from 62,005
Change0 (0%)
Value$2.5M (-$151.9K)
Filed 2026-11-04
State of Michigan Retirement System
INCREASED
Shares61,900 from 60,600
Change+1,300 (+2%)
Value$2.5M (-$96.9K)
Filed 2026-10-27
GFG Capital, LLC
INCREASED
Shares60,036 from 51,942
Change+8,094 (+16%)
Value$2.4M (+$193.8K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares57,784 from 57,555
Change+229 (+0%)
Value$2.3M (-$132.0K)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares57,321 from 74,836
Change-17,515 (-23%)
Value$2.3M (-$878.0K)
Filed 2026-10-15
Oregon Public Employees Retirement Fund
INCREASED
Shares54,652 from 53,552
Change+1,100 (+2%)
Value$2.2M (-$87.6K)
Filed 2026-10-30
New Mexico Educational Retirement Board
UNCHANGED
Shares53,800 from 53,800
Change0 (0%)
Value$2.1M (-$132.0K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares51,452 from 49,954
Change+1,498 (+3%)
Value$2.0M (-$63.0K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares51,213 from 49,844
Change+1,369 (+3%)
Value$2.0M (-$67.8K)
Filed 2026-10-16
DekaBank Deutsche Girozentrale
INCREASED
Shares49,928 from 42,023
Change+7,905 (+19%)
Value$2.0K (-$26)
Filed 2026-10-27
VCI Wealth Management LLC
NEW
Shares49,278
Change+49,278
Value$2.0M
Filed 2026-10-29
SEB Asset Management AB
DECREASED
Shares48,807 from 55,412
Change-6,605 (-12%)
Value$1.9M (-$397.7K)
Filed 2026-11-04
Diversified Trust Co
INCREASED
Shares47,473 from 29,133
Change+18,340 (+63%)
Value$1.9M (+$656.0K)
Filed 2026-11-06
Xponance LLC
DECREASED
Shares45,631 from 46,860
Change-1,229 (-3%)
Value$1.8M (-$163.6K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED
Shares42,144 from 9,601
Change+32,543 (+339%)
Value$2.0M (+$1.6M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares41,852 from 44,061
Change-2,209 (-5%)
Value$1.7M (-$195.5K)
Filed 2026-11-06
LBP AM SA
DECREASED
Shares41,323 from 41,398
Change-75 (0%)
Value$1.6M (-$104.4K)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares40,535 from 43,381
Change-2,846 (-7%)
Value$1.6M (-$212.5K)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares37,630 from 29,666
Change+7,964 (+27%)
Value$1.5M (+$243.2K)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares31,670 from 30,532
Change+1,138 (+4%)
Value$1.3M (-$29.7K)
Filed 2026-11-05
Nordea Investment Management AB
INCREASED
Shares31,058 from 25,763
Change+5,295 (+21%)
Value$1.2M (+$169.2K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares30,062 from 27,579
Change+2,483 (+9%)
Value$1.2M (-$79.0K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares27,104 from 22,853
Change+4,251 (+19%)
Value$1.1M (+$112.6K)
Filed 2026-10-23
Swedbank AB
UNCHANGED
Shares26,842 from 26,842
Change0 (0%)
Value$1.1M (-$65.8K)
Filed 2026-10-27
Avanza Fonder AB
UNCHANGED
Shares26,357 from 26,357
Change0 (0%)
Value$1.0M (-$64.6K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares26,065 from 25,082
Change+983 (+4%)
Value$1.0M (-$22.5K)
Filed 2026-10-14
Waterfront Wealth Inc.
DECREASED
Shares25,853 from 25,908
Change-55 (0%)
Value$963.8K (-$194.5K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares25,851 from 26,237
Change-386 (-1%)
Value$1.0M (-$79.6K)
Filed 2026-10-30
Jeppson Wealth Management, LLC
DECREASED
Shares25,810 from 25,846
Change-36 (0%)
Value$1.0M (-$64.8K)
Filed 2026-10-20
Daiwa Securities Group Inc.
INCREASED
Shares25,273 from 24,673
Change+600 (+2%)
Value$1.0M (-$36.7K)
Filed 2026-10-29
State of Alaska, Department of Revenue
DECREASED
Shares24,981 from 25,395
Change-414 (-2%)
Value$990.0K (-$79.0K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares24,969 from 24,969
Change0 (0%)
Value$990.3K (-$61.2K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares24,707 from 22,333
Change+2,374 (+11%)
Value$979.9K (+$39.4K)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Shares24,622 from 24,622
Change0 (0%)
Value$976.5K (-$60.3K)
Filed 2026-10-20
Moody National Bank Trust Division
INCREASED
Shares24,272 from 17,840
Change+6,432 (+36%)
Value$962.6K (+$211.4K)
Filed 2026-10-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares24,259 from 19,266
Change+4,993 (+26%)
Value$962.1K (+$150.8K)
Filed 2026-10-26
Stiles Financial Services Inc
INCREASED
Shares23,067 from 16,137
Change+6,930 (+43%)
Value$914.8K (+$235.3K)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares21,748 from 20,348
Change+1,400 (+7%)
Value$862.5K (+$5.7K)
Filed 2026-10-28
Brummer Multi-Strategy AB
NEW
Shares19,663
Change+19,663
Value$779.8K
Filed 2026-10-27
Securian Asset Management, Inc
INCREASED
Shares19,371 from 19,151
Change+220 (+1%)
Value$768.3K (-$114.0K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED
Shares19,060 from 5,363
Change+13,697 (+255%)
Value$755.9K (+$530.1K)
Filed 2026-10-27
SMH Capital Advisors Inc
INCREASED
Shares18,795 from 18,627
Change+168 (+1%)
Value$745.4K (-$39.0K)
Filed 2026-10-29
Carson Advisory Inc.
DECREASED
Shares18,426 from 18,526
Change-100 (-1%)
Value$730.8K (-$49.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,200 from 18,709
Change-509 (-3%)
Value$722.0K (-$66.0K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
UNCHANGED
Shares18,103 from 18,103
Change0 (0%)
Value$718.0K (-$39.4K)
Filed 2026-10-19
Gulf International Bank (UK) Ltd
UNCHANGED
Shares17,961 from 17,961
Change0 (0%)
Value$712.0K (-$44.0K)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares17,430 from 21,353
Change-3,923 (-18%)
Value$691.3K (-$207.9K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares17,425 from 23,969
Change-6,544 (-27%)
Value$691.1K (-$318.2K)
Filed 2026-11-06
Rakuten Investment Management, Inc.
INCREASED
Shares16,969 from 15,066
Change+1,903 (+13%)
Value$673.3K (+$62.9K)
Filed 2026-10-30
Achmea Investment Management B.V.
NEW
Shares16,541
Change+16,541
Value$656.5K
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares16,540 from 13,486
Change+3,054 (+23%)
Value$656.0K (+$88.1K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
UNCHANGED
Shares15,720 from 15,720
Change0 (0%)
Value$623.5K (-$38.5K)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares15,715 from 18,040
Change-2,325 (-13%)
Value$623.3K (-$136.4K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares15,680 from 46,640
Change-30,960 (-66%)
Value$605.1K (-$1.5M)
Filed 2026-10-27
CIBC Asset Management Inc
INCREASED
Shares15,620 from 15,493
Change+127 (+1%)
Value$619.5K (-$32.9K)
Filed 2026-11-05
Arete Wealth Advisors, LLC
INCREASED
Shares15,398 from 15,254
Change+144 (+1%)
Value$610.7K (-$31.7K)
Filed 2026-11-09
Guinness Asset Management LTD
INCREASED
Shares15,309 from 13,143
Change+2,166 (+16%)
Value$607.2K (+$53.7K)
Filed 2026-11-05
Gateway Investment Advisers LLC
DECREASED
Shares15,143 from 39,812
Change-24,669 (-62%)
Value$600.6K (-$1.1M)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares15,097 from 15,078
Change+19 (+0%)
Value$598.8K (-$36.2K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares14,755 from 10,322
Change+4,433 (+43%)
Value$585.2K (+$150.5K)
Filed 2026-10-13
Stablepoint Partners, LLC
UNCHANGED
Shares14,177 from 14,177
Change0 (0%)
Value$562.3K (-$34.7K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares13,859 from 13,083
Change+776 (+6%)
Value$549.6K (-$1.3K)
Filed 2026-10-23
ABN Amro Investment Solutions
DECREASED
Shares13,719 from 14,674
Change-955 (-7%)
Value$544.1K (-$73.8K)
Filed 2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED
Shares12,648 from 12,648
Change0 (0%)
Value$502.0K (-$31.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares12,473 from 9,393
Change+3,080 (+33%)
Value$494.7K (+$99.2K)
Filed 2026-11-02
Legacy Financial Advisors, Inc.
DECREASED
Shares12,129 from 13,102
Change-973 (-7%)
Value$481.0K (-$70.7K)
Filed 2026-11-09
Thoroughbred Financial Services, LLC
INCREASED
Shares11,914 from 11,867
Change+47 (+0%)
Value$472.0K (-$27.0K)
Filed 2026-11-09
North Star Investment Management Corp.
INCREASED
Shares11,316 from 11,181
Change+135 (+1%)
Value$448.8K (-$22.0K)
Filed 2026-10-27
Retirement Planning Co of New England, Inc.
INCREASED
Shares11,287 from 10,971
Change+316 (+3%)
Value$447.7K (-$14.3K)
Filed 2026-10-15
Catalyst Capital Advisors LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$436.3K (-$27.0K)
Filed 2026-11-02
Intech Investment Management LLC
NEW
Shares10,800
Change+10,800
Value$428.3K
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares10,615 from 8,115
Change+2,500 (+31%)
Value$421.0K (+$80.0K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares10,571 from 11,824
Change-1,253 (-11%)
Value$419.3K (-$78.6K)
Filed 2026-10-15
Everhart Financial Group, Inc.
DECREASED
Shares10,413 from 11,369
Change-956 (-8%)
Value$413.0K (-$65.8K)
Filed 2026-10-08
UniSuper Management Pty Ltd
INCREASED
Shares10,376 from 6,376
Change+4,000 (+63%)
Value$411.5K (+$143.0K)
Filed 2026-10-26
Tritonpoint Wealth, LLC
DECREASED
Shares10,362 from 10,455
Change-93 (-1%)
Value$411.0K (-$29.3K)
Filed 2026-10-19
TBH Global Asset Management, LLC
INCREASED
Shares10,039 from 10,037
Change+2 (+0%)
Value$398.1K (-$24.5K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares10,021 from 10,222
Change-201 (-2%)
Value$397.4K (-$33.0K)
Filed 2026-10-29
Savant Capital, LLC
NEW
Shares9,903
Change+9,903
Value$392.8K
Filed 2026-11-06
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares9,899 from 6,365
Change+3,534 (+56%)
Value$392.6K (+$124.6K)
Filed 2026-10-30
Alps Advisors Inc
DECREASED
Shares9,541 from 9,616
Change-75 (-1%)
Value$378.4K (-$26.5K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares9,143 from 7,827
Change+1,316 (+17%)
Value$362.6K (+$33.0K)
Filed 2026-11-06
Fulcrum Asset Management LLP
NEW
Shares9,132
Change+9,132
Value$362.4K
Filed 2026-11-04
Leonteq Securities AG
INCREASED
Shares8,690 from 7,801
Change+889 (+11%)
Value$344.6K (+$16.1K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares8,615 from 7,778
Change+837 (+11%)
Value$341.7K (+$14.1K)
Filed 2026-10-08
E&G Advisors, LLC
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$341.1K (-$21.1K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares8,419 from 15,831
Change-7,412 (-47%)
Value$333.9K (-$332.7K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares8,404 from 9,322
Change-918 (-10%)
Value$333.0K (-$60.0K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares8,400 from 5,698
Change+2,702 (+47%)
Value$321.3K (+$81.4K)
Filed 2026-10-13
Segment Wealth Management, LLC
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$325.2K (-$20.1K)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
NEW
Shares8,162
Change+8,162
Value$323.7K
Filed 2026-10-14
North Dakota State Investment Board
INCREASED
Shares8,127 from 7,778
Change+349 (+4%)
Value$322.3K (-$5.2K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares8,033 from 8,885
Change-852 (-10%)
Value$318.6K (-$55.6K)
Filed 2026-11-05
EdgeRock Capital LLC
INCREASED
Shares8,018 from 7,987
Change+31 (+0%)
Value$318.0K (-$18.3K)
Filed 2026-11-03
Glenview Trust Co
UNCHANGED
Shares7,680 from 7,680
Change0 (0%)
Value$304.6K (-$18.8K)
Filed 2026-10-28
Sterling Capital Management LLC
DECREASED
Shares7,656 from 7,984
Change-328 (-4%)
Value$303.6K (-$32.6K)
Filed 2026-10-22
Hantz Financial Services, Inc.
INCREASED
Shares7,609 from 6,707
Change+902 (+13%)
Value$302.0K (+$20.0K)
Filed 2026-11-09
Greenwood Capital Associates LLC
DECREASED
Shares7,549 from 8,740
Change-1,191 (-14%)
Value$299.4K (-$68.6K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
NEW
Shares7,526
Change+7,526
Value$298.5K
Filed 2026-10-21
City of London Investment Management Co LTD
DECREASED
Shares7,452 from 99,723
Change-92,271 (-93%)
Value$295.5K (-$3.9M)
Filed 2026-10-30
Bfsg, LLC
INCREASED
Shares7,345 from 6,751
Change+594 (+9%)
Value$291.3K (+$7.0K)
Filed 2026-10-30
Principle Wealth Partners LLC
UNCHANGED
Shares7,131 from 7,131
Change0 (0%)
Value$282.8K (-$17.5K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,118 from 7,282
Change-164 (-2%)
Value$282.3K (-$12.7K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares7,080 from 7,150
Change-70 (-1%)
Value$280.8K (-$20.3K)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares6,904 from 6,621
Change+283 (+4%)
Value$273.8K (-$5.0K)
Filed 2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$269.7K (-$16.7K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares6,522 from 10,997
Change-4,475 (-41%)
Value$258.7K (-$204.4K)
Filed 2026-11-05
Triangle Securities Wealth Management
UNCHANGED
Shares6,430 from 6,430
Change0 (0%)
Value$255.0K (-$15.8K)
Filed 2026-10-14
Promethium Advisors,llc
DECREASED
Shares6,375 from 6,754
Change-379 (-6%)
Value$255.1K (-$29.3K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares6,349 from 6,272
Change+77 (+1%)
Value$251.8K (-$55.0K)
Filed 2026-10-26
Crossmark Global Holdings, Inc.
NEW
Shares6,314
Change+6,314
Value$250.4K
Filed 2026-10-21
Equitable Trust Co
UNCHANGED
Shares6,235 from 6,235
Change0 (0%)
Value$247.3K (-$15.3K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares6,211 from 5,122
Change+1,089 (+21%)
Value$246.3K (+$30.6K)
Filed 2026-11-04
Wedmont Private Capital
DECREASED
Shares6,169 from 7,433
Change-1,264 (-17%)
Value$236.8K (-$95.5K)
Filed 2026-10-09
Ethic Inc.
NEW
Shares6,094
Change+6,094
Value$241.7K
Filed 2026-11-03
Pictet North America Advisors SA
UNCHANGED
Shares5,950 from 5,950
Change0 (0%)
Value$236.0K (-$14.6K)
Filed 2026-10-21
Prentice Wealth Management LLC
INCREASED
Shares5,936 from 5,899
Change+37 (+1%)
Value$235.4K (-$13.0K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares5,811 from 5,809
Change+2 (+0%)
Value$230.5K (-$14.1K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares5,614 from 6,216
Change-602 (-10%)
Value$206.6K (-$81.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares5,614 from 6,216
Change-602 (-10%)
Value$206.6K (-$81.1K)
Filed 2026-10-20
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$216.1K (-$13.4K)
Filed 2026-10-20
Mission Wealth Management, LP
INCREASED
Shares5,244 from 5,228
Change+16 (+0%)
Value$208.0K (-$12.2K)
Filed 2026-10-15
Profund Advisors LLC
DECREASED
Shares5,206 from 5,242
Change-36 (-1%)
Value$206.5K (-$14.3K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares5,076 from 3,667
Change+1,409 (+38%)
Value$201.3K (+$46.9K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares5,008 from 5,008
Change0 (0%)
Value$198.6K (-$12.3K)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares4,406 from 4,406
Change0 (0%)
Value$174.8K (-$10.8K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares4,087 from 4,334
Change-247 (-6%)
Value$162.1K (-$20.4K)
Filed 2026-11-03
UMB Bank, n.a.
INCREASED
Shares4,084 from 3,557
Change+527 (+15%)
Value$162.0K (+$12.2K)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares3,645 from 5,595
Change-1,950 (-35%)
Value$144.6K (-$91.0K)
Filed 2026-10-30
Nisa Investment Advisors, LLC
INCREASED
Shares3,171 from 3,104
Change+67 (+2%)
Value$125.8K (-$4.9K)
Filed 2026-10-20
Towne Trust Company, N.a
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$119.0K (-$7.4K)
Filed 2026-10-28
University of Texas S AM Investment Management Co
INCREASED
Shares2,797 from 2,206
Change+591 (+27%)
Value$110.9K (+$18.0K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares2,717
Change+2,717
Value$107.8K
Filed 2026-10-30
Western Pacific Wealth Management, LP
INCREASED
Shares2,665 from 2,478
Change+187 (+8%)
Value$105.7K (+$1.3K)
Filed 2026-10-16
Spirit of America Management Corp
DECREASED
Shares2,550 from 3,550
Change-1,000 (-28%)
Value$101.1K (-$48.4K)
Filed 2026-10-14
Tower View Wealth Management LLC
DECREASED
Shares2,037 from 2,291
Change-254 (-11%)
Value$80.8K (-$15.7K)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$73.4K (-$4.5K)
Filed 2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$67.4K (-$4.1K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,584 from 1,611
Change-27 (-2%)
Value$62.8K (-$5.0K)
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares1,534
Change+1,534
Value$60.8K
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares1,471 from 1,468
Change+3 (+0%)
Value$58.4K (-$3.5K)
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares1,408 from 997
Change+411 (+41%)
Value$55.8K (+$13.9K)
Filed 2026-10-14
Gold Investment Management Ltd.
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$54.8K (-$3.4K)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares1,215
Change+1,215
Value$48.2K
Filed 2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$47.0K (-$2.9K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares1,168 from 1,250
Change-82 (-7%)
Value$46.3K (-$6.3K)
Filed 2026-11-04
Geneos Wealth Management Inc.
NEW
Shares1,057
Change+1,057
Value$41.9K
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares1,052 from 813
Change+239 (+29%)
Value$41.7K (+$7.5K)
Filed 2026-11-09
Nova Financial LLC
NEW
Shares1,050
Change+1,050
Value$41.6K
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares1,048 from 962
Change+86 (+9%)
Value$41.6K (+$1.1K)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares1,031 from 880
Change+151 (+17%)
Value$40.9K (+$3.8K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$39.7K (-$2.5K)
Filed 2026-10-14
Community Bank, N.A.
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$38.8K (-$2.4K)
Filed 2026-11-06
Bessemer Group Inc
DECREASED
Shares948 from 1,152
Change-204 (-18%)
Value$37 (-$42.0K)
Filed 2026-11-09
Valley National Advisers Inc
DECREASED
Shares864 from 1,520
Change-656 (-43%)
Value$34.3K (-$29.7K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$35.5K ($0)
Filed 2026-11-06
TD Private Client Wealth LLC
DECREASED
Shares738 from 13,206
Change-12,468 (-94%)
Value$29.3K (-$526.8K)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares726 from 708
Change+18 (+3%)
Value$28.8K (-$1.2K)
Filed 2026-10-26
Main Street Group, LTD
INCREASED
Shares660 from 568
Change+92 (+16%)
Value$26.2K (+$2.3K)
Filed 2026-10-28
Motco
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$25.7K (-$1.6K)
Filed 2026-11-09
Quent Capital, LLC
INCREASED
Shares639 from 8
Change+631 (+7888%)
Value$25.4K (+$25.1K)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares609
Change+609
Value$24.2K
Filed 2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$23.8K (-$1.5K)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$23.8K (-$1.5K)
Filed 2026-11-02
Deseret Mutual Benefit Administrators
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$23.2K (-$1.4K)
Filed 2026-11-04
Proathlete Wealth Management LLC
INCREASED
Shares561 from 297
Change+264 (+89%)
Value$22.2K (+$9.7K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares533 from 570
Change-37 (-6%)
Value$21.1K (-$2.9K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares525 from 142
Change+383 (+270%)
Value$21.0K (+$15.0K)
Filed 2026-10-02
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.8K (-$1.2K)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares462 from 308
Change+154 (+50%)
Value$18.3K (+$5.4K)
Filed 2026-10-27
Central Trust Co
DECREASED
Shares400 from 600
Change-200 (-33%)
Value$15.9K (-$9.4K)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares381
Change+381
Value$15.1K
Filed 2026-11-06
Retirement Wealth Solutions LLC
DECREASED
Shares340 from 368
Change-28 (-8%)
Value$13.5K (-$2.0K)
Filed 2026-10-07
Versant Capital Management, Inc
INCREASED
Shares321 from 33
Change+288 (+873%)
Value$12.7K (+$11.3K)
Filed 2026-10-02
Tsfg, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.0K (+$12.0K)
Filed 2026-10-23
Picton Mahoney Asset Management
NEW
Shares289
Change+289
Value$11.5K
Filed 2026-11-09
Fortitude Family Office, LLC
DECREASED
Shares277 from 302
Change-25 (-8%)
Value$11.0K (-$1.7K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$10.1K (-$625)
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$9.9K (-$613)
Filed 2026-11-06
Global X Japan Co., Ltd.
DECREASED
Shares240 from 447
Change-207 (-46%)
Value$9.5K (-$9.3K)
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares239 from 40
Change+199 (+498%)
Value$9.5K (+$7.8K)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED
Shares229 from 3,047
Change-2,818 (-92%)
Value$9.1K (-$119.2K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$8.7K (-$539)
Filed 2026-10-22
Zions Bancorporation, National Association
INCREASED
Shares205 from 156
Change+49 (+31%)
Value$8.1K (+$1.6K)
Filed 2026-11-06
Align Financial, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$8.0K (-$495)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
NEW
Shares195
Change+195
Value$7.7K
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares179 from 169
Change+10 (+6%)
Value$7.1K (-$17)
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares164 from 227
Change-63 (-28%)
Value$6.5K (-$3.1K)
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares163 from 194
Change-31 (-16%)
Value$6 (-$2)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares158
Change+158
Value$6.3K
Filed 2026-10-19
Bell Investment Advisors, Inc
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$5.6K (-$343)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$5.5K (-$338)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares137
Change+137
Value$5.5K
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares134 from 118
Change+16 (+14%)
Value$5.3K (+$328)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares128 from 90
Change+38 (+42%)
Value$5.1K (+$1.3K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares126
Change+126
Value$5.0K
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$109 (-$6)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$4.6K (-$284)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares109 from 54
Change+55 (+102%)
Value$2.2K (-$82)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
DECREASED
Shares101 from 107
Change-6 (-6%)
Value$4.0K (-$500)
Filed 2026-11-05
KFG LLC
NEW
Shares100
Change+100
Value$4.0K
Filed 2026-11-02
Clark Wealth Partners
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$3.9K (-$240)
Filed 2026-10-19
Elyxium Wealth, LLC
NEW
Shares87
Change+87
Value$3.5K
Filed 2026-10-27
Cromwell Holdings LLC
INCREASED
Shares86 from 61
Change+25 (+41%)
Value$3.4K (+$842)
Filed 2026-10-28
Avion Wealth
INCREASED
Shares84 from 71
Change+13 (+18%)
Value$3 (+$1)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares83 from 57
Change+26 (+46%)
Value$3.3K (+$891)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
DECREASED
Shares74 from 399
Change-325 (-81%)
Value$3 (-$14)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$2.7K (-$169)
Filed 2026-10-16
Darwin Wealth Management, LLC
DECREASED
Shares63 from 245
Change-182 (-74%)
Value$2.5K (-$7.9K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
DECREASED
Shares62 from 771
Change-709 (-92%)
Value$2.5K (-$30.0K)
Filed 2026-10-13
WPG Advisers, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.5K (-$152)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares60 from 102
Change-42 (-41%)
Value$2.4K (-$1.9K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.3K (-$139)
Filed 2026-10-16
Birchbrook, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$48 (-$3)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares49 from 10
Change+39 (+390%)
Value$1.9K (+$1.5K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$1.9K (-$75)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares43 from 12
Change+31 (+258%)
Value$1.7K (+$1.2K)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
DECREASED
Shares42 from 48
Change-6 (-12%)
Value$1.7K (-$356)
Filed 2026-10-16
Armstrong Advisory Group, Inc
NEW
Shares39
Change+39
Value$1.5K
Filed 2026-10-09
SouthState Bank Corp
DECREASED
Shares39 from 44
Change-5 (-11%)
Value$1.5K (-$306)
Filed 2026-11-09
Jnba Financial Advisors
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.4K (-$85)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares34
Change+34
Value$1.3K
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.0K (-$55)
Filed 2026-10-29
Financial Consulate, Inc
DECREASED
Shares24 from 26
Change-2 (-8%)
Value$952 (-$143)
Filed 2026-10-23
IFS Advisors, LLC
INCREASED
Shares24 from 23
Change+1 (+4%)
Value$958 (-$52)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares17 from 2
Change+15 (+750%)
Value$674 (+$590)
Filed 2026-10-02
American Capital Advisory, LLC
DECREASED
Shares17 from 19
Change-2 (-11%)
Value$675 (-$126)
Filed 2026-10-28
Key Capital Management, Inc
NEW
Shares15
Change+15
Value$595
Filed 2026-11-03
Valued Wealth Advisors LLC
NEW
Shares14
Change+14
Value$556
Filed 2026-11-05
Torren Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$500 (-$31)
Filed 2026-10-29
Burk Holdings LLC
NEW
Shares12
Change+12
Value$476
Filed 2026-11-05
Bare Financial Services, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$476 (-$29)
Filed 2026-11-04
Hughes Financial Services, LLC
DECREASED
Shares11 from 35
Change-24 (-69%)
Value$446 (-$1.0K)
Filed 2026-10-30
Breakwater Investment Management
NEW
Shares9
Change+9
Value$357
Filed 2026-10-20
Davis Capital Management
DECREASED
Shares9 from 13
Change-4 (-31%)
Value$357 (-$190)
Filed 2026-10-08
DecisionPoint Financial, LLC
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$364 (+$67)
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$278 (-$17)
Filed 2026-10-22
Mascoma Wealth Management LLC
NEW
Shares6
Change+6
Value$238
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares5 from 88
Change-83 (-94%)
Value$198 (-$3.5K)
Filed 2026-10-08
Creative Capital Management Investments LLC
DECREASED
Shares5 from 66
Change-61 (-92%)
Value$198 (-$2.6K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares4
Change+4
Value$159
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares4 from 0
Change+4
Value$159 (+$159)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$159 (-$52)
Filed 2026-10-29
James T. Borello RIA
NEW
Shares3
Change+3
Value$119
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$119 (-$8)
Filed 2026-10-15
Highland Investment Advisors LLC
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$79 (-$89)
Filed 2026-11-09
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$80 (-$5)
Filed 2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
CLOSED
Shares0 from 238,500
Change-238,500 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-08
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 71,310
Change-71,310 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Banque Pictet & CIE SA
CLOSED
Shares0 from 28,700
Change-28,700 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 25,415
Change-25,415 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
Garrison Bradford & Associates Inc
CLOSED
Shares0 from 22,543
Change-22,543 (-100%)
Value$0 (-$949.3K)
Filed 2026-10-27
MacKenzie Financial Corp
CLOSED
Shares0 from 18,251
Change-18,251 (-100%)
Value$0 (-$768.6K)
Filed 2026-11-02
TritonPoint Partners, LLC
CLOSED
Shares0 from 10,455
Change-10,455 (-100%)
Value$0 (-$440.3K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 10,068
Change-10,068 (-100%)
Value$0 (-$424.0K)
Filed 2026-11-05
VestGen Advisors, LLC
CLOSED
Shares0 from 6,282
Change-6,282 (-100%)
Value$0 (-$264.5K)
Filed 2026-10-27
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$252.7K)
Filed 2026-10-14
Cypress Capital Group
CLOSED
Shares0 from 5,018
Change-5,018 (-100%)
Value$0 (-$211.3K)
Filed 2026-11-03
KRS Capital Management, LLC
CLOSED
Shares0 from 4,950
Change-4,950 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-16
Tranquility Partners, LLC
CLOSED
Shares0 from 4,815
Change-4,815 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-20
Oslo Pensjonsforsikring AS
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$79.3K)
Filed 2026-10-15
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,773
Change-1,773 (-100%)
Value$0 (-$74.7K)
Filed 2026-11-03
Natixis
CLOSED
Shares0 from 1,708
Change-1,708 (-100%)
Value$0 (-$71.9K)
Filed 2026-11-06
Tema Etfs LLC
CLOSED
Shares0 from 1,263
Change-1,263 (-100%)
Value$0 (-$53.2K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$27.8K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-16
Axiom Investment Management LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$12.6K)
Filed 2026-11-03
Albion Financial Group
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 251
Change-251 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-15
Nvwm, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-14
Abound Wealth Management
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-26
Cullen T Bankers, Inc.
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-28
Atlatl Advisers LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$969)
Filed 2026-10-22
Sunrise Financial Services, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$547)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$211)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 31,984,053
Change-31,984,053 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 17,661,625
Change-17,661,625 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 11,830,112
Change-11,830,112 (-100%)
Value—
Capital World Investors
N/A
Shares— from 11,813,798
Change-11,813,798 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 11,464,474
Change-11,464,474 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,993,408
Change-9,993,408 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,891,982
Change-9,891,982 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 7,739,524
Change-7,739,524 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 5,941,316
Change-5,941,316 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 4,548,683
Change-4,548,683 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,358,455
Change-4,358,455 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,870,443
Change-3,870,443 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,646,300
Change-3,646,300 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,576,558
Change-2,576,558 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,504,918
Change-2,504,918 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,184,854
Change-2,184,854 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,029,610
Change-2,029,610 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,026,772
Change-2,026,772 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,886,490
Change-1,886,490 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,640,080
Change-1,640,080 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,602,700
Change-1,602,700 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,574,143
Change-1,574,143 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,218,238
Change-1,218,238 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,140,809
Change-1,140,809 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,131,000
Change-1,131,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,071,394
Change-1,071,394 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,060,746
Change-1,060,746 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 955,965
Change-955,965 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 835,171
Change-835,171 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 813,618
Change-813,618 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 744,700
Change-744,700 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 737,819
Change-737,819 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 683,754
Change-683,754 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 600,241
Change-600,241 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 543,489
Change-543,489 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 519,576
Change-519,576 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 496,560
Change-496,560 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 477,657
Change-477,657 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 451,520
Change-451,520 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 410,908
Change-410,908 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 390,177
Change-390,177 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 387,762
Change-387,762 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 381,044
Change-381,044 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 375,485
Change-375,485 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 370,381
Change-370,381 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 317,266
Change-317,266 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 316,724
Change-316,724 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 314,725
Change-314,725 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 303,315
Change-303,315 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 303,222
Change-303,222 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 300,821
Change-300,821 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 292,249
Change-292,249 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 283,206
Change-283,206 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 282,425
Change-282,425 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 279,658
Change-279,658 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 277,294
Change-277,294 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 264,135
Change-264,135 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 255,243
Change-255,243 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 244,735
Change-244,735 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 238,883
Change-238,883 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 234,942
Change-234,942 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 233,127
Change-233,127 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 226,767
Change-226,767 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 225,732
Change-225,732 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 224,533
Change-224,533 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 218,129
Change-218,129 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 204,929
Change-204,929 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 202,000
Change-202,000 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 201,958
Change-201,958 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 195,315
Change-195,315 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 193,403
Change-193,403 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 190,143
Change-190,143 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 178,458
Change-178,458 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 153,610
Change-153,610 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 152,467
Change-152,467 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 152,195
Change-152,195 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 149,830
Change-149,830 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 146,777
Change-146,777 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 144,874
Change-144,874 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 142,116
Change-142,116 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 141,100
Change-141,100 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 140,100
Change-140,100 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 134,461
Change-134,461 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 133,608
Change-133,608 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 132,429
Change-132,429 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 131,163
Change-131,163 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 128,872
Change-128,872 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 127,529
Change-127,529 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 124,417
Change-124,417 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 120,611
Change-120,611 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 115,263
Change-115,263 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 114,031
Change-114,031 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 113,032
Change-113,032 (-100%)
Value—
CAZ Investments LP
N/A
Shares— from 106,000
Change-106,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 102,737
Change-102,737 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 100,869
Change-100,869 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 100,067
Change-100,067 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 100,002
Change-100,002 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 99,946
Change-99,946 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 99,700
Change-99,700 (-100%)
Value—
Man Group plc
N/A
Shares— from 97,720
Change-97,720 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 95,724
Change-95,724 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 94,635
Change-94,635 (-100%)
Value—
Aviva PLC
N/A
Shares— from 93,656
Change-93,656 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 90,790
Change-90,790 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 85,928
Change-85,928 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 81,588
Change-81,588 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 80,080
Change-80,080 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 77,854
Change-77,854 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 76,390
Change-76,390 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 75,647
Change-75,647 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 74,130
Change-74,130 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 69,192
Change-69,192 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 63,665
Change-63,665 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 58,359
Change-58,359 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 58,302
Change-58,302 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 54,400
Change-54,400 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 53,861
Change-53,861 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 49,352
Change-49,352 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 48,931
Change-48,931 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 47,805
Change-47,805 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 46,871
Change-46,871 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 45,719
Change-45,719 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 43,139
Change-43,139 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 41,385
Change-41,385 (-100%)
Value—
&partners
N/A
Shares— from 41,367
Change-41,367 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 40,267
Change-40,267 (-100%)
Value—
Miller Value Partners, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 39,273
Change-39,273 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 39,248
Change-39,248 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 37,123
Change-37,123 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,073
Change-37,073 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 36,905
Change-36,905 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 35,987
Change-35,987 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 35,295
Change-35,295 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 34,974
Change-34,974 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 34,667
Change-34,667 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 33,903
Change-33,903 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 32,140
Change-32,140 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 31,894
Change-31,894 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,616
Change-31,616 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,479
Change-31,479 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 31,365
Change-31,365 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 31,242
Change-31,242 (-100%)
Value—
Allstate Corp
N/A
Shares— from 29,476
Change-29,476 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 29,373
Change-29,373 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 29,182
Change-29,182 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 28,780
Change-28,780 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 28,640
Change-28,640 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 27,631
Change-27,631 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 27,589
Change-27,589 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 27,287
Change-27,287 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,838
Change-24,838 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 23,952
Change-23,952 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,792
Change-22,792 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 22,577
Change-22,577 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 22,531
Change-22,531 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 22,169
Change-22,169 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,872
Change-21,872 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,423
Change-21,423 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 21,093
Change-21,093 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 20,306
Change-20,306 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,111
Change-20,111 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 20,098
Change-20,098 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 19,195
Change-19,195 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 18,752
Change-18,752 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,419
Change-18,419 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 18,330
Change-18,330 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,241
Change-18,241 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 18,042
Change-18,042 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,893
Change-17,893 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 17,843
Change-17,843 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 17,173
Change-17,173 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 17,041
Change-17,041 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 16,936
Change-16,936 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 16,835
Change-16,835 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 16,715
Change-16,715 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 16,382
Change-16,382 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 16,129
Change-16,129 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 15,943
Change-15,943 (-100%)
Value—
National Pension Service
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 15,350
Change-15,350 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,811
Change-14,811 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 14,377
Change-14,377 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,694
Change-13,694 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,208
Change-13,208 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,101
Change-13,101 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 12,149
Change-12,149 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,943
Change-11,943 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 11,020
Change-11,020 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 10,372
Change-10,372 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 9,872
Change-9,872 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 9,621
Change-9,621 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 9,206
Change-9,206 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,046
Change-9,046 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,555
Change-8,555 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,182
Change-8,182 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,794
Change-7,794 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 7,721
Change-7,721 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,595
Change-6,595 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 5,312
Change-5,312 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Ossiam
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Calydon Capital
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
EFG International AG
N/A
Shares— from 398
Change-398 (-100%)
Value—
S&T Bank
N/A
Shares— from 294
Change-294 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 151
Change-151 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quarry LP
N/A
Shares— from 86
Change-86 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 48
Change-48 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 48
Change-48 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 33
Change-33 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
William Blair Investment Management, LLC
INCREASED6,821,5635,914,905+906,658+15%$249.1M$270.5M+$21.5M2026-11-06
Geode Capital Management, LLC
DECREASED5,158,0885,224,555-66,467-1%$219.4M$204.0M-$15.4M2026-11-06
Dimensional Fund Advisors LP
DECREASED2,923,0012,995,510-72,509-2%$126.1M$115.9M-$10.2M2026-11-04
Algebris (UK) LTD
INCREASED2,568,1781,923,159+645,019+34%$80.7M$101.9M+$21.1M2026-11-06
Bank of New York Mellon Corp
DECREASED1,970,0352,007,599-37,564-2%$84.5M$78.1M-$6.4M2026-11-05
Beutel, Goodman & Co Ltd.
INCREASED1,935,9091,270,059+665,850+52%$53.5M$76.8M+$23.3M2026-11-04
Markel Group Inc.
UNCHANGED1,327,0001,327,00000%$55.9M$52.6M-$3.3M2026-10-30
Russell Investments Group, Ltd.
INCREASED1,186,2731,049,820+136,453+13%$44.1M$47.0M+$2.9M2026-11-06
Amundi
DECREASED1,098,5673,406,001-2,307,434-68%$143.4M$43.6M-$99.9M2026-11-06
Private Management Group Inc
INCREASED1,080,057954,767+125,290+13%$40.2M$42.8M+$2.6M2026-11-04
Deprince Race & Zollo Inc
INCREASED630,776562,441+68,335+12%$23.7M$25.0M+$1.3M2026-10-13
Barclays PLC
INCREASED625,356306,594+318,762+104%$12.9M$24.8M+$11.9M2026-11-06
Principal Financial Group Inc
INCREASED605,640588,520+17,120+3%$24.8M$24.0M-$762.9K2026-11-02
Squarepoint Ops LLC
INCREASED532,307495,608+36,699+7%$20.9M$21.1M+$241.2K2026-11-09
Assetmark, Inc
DECREASED513,439527,543-14,104-3%$22.2M$20.4M-$1.9M2026-10-21
Sumitomo Mitsui Trust Group, Inc.
DECREASED509,869519,242-9,373-2%$21.9M$20.2M-$1.6M2026-10-29
Franklin Street Advisors Inc
DECREASED456,657560,327-103,670-18%$23.6M$18.1M-$5.5M2026-10-13
Bank of Montreal
INCREASED397,847306,178+91,669+30%$12.9M$15.8M+$2.9M2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED346,255307,610+38,645+13%$13.0M$13.7M+$779.0K2026-11-05
Deutsche Bank Ag\
DECREASED344,096418,318-74,222-18%$17.6M$13.6M-$4.0M2026-11-06
Retirement Systems of Alabama
INCREASED271,979268,068+3,911+1%$11.3M$10.8M-$501.7K2026-11-04
Argent Capital Management LLC
DECREASED258,612267,555-8,943-3%$11.3M$10.3M-$1.0M2026-10-05
Oppenheimer & Co Inc
DECREASED215,874218,691-2,817-1%$9.2M$8.6M-$647.5K2026-10-26
Citigroup Inc
DECREASED200,514250,189-49,675-20%$10.5M$8.0M-$2.6M2026-11-04
Aberdeen Group plc
DECREASED186,233186,410-1770%$7.8M$7.4M-$463.7K2026-11-06
Galvin, Gaustad & Stein, LLC
DECREASED169,328207,531-38,203-18%$8.7M$6.7M-$2.0M2026-10-08
LPL Financial LLC
INCREASED169,089164,482+4,607+3%$6.9M$6.7M-$220.3K2026-11-06
Fifth Third Bancorp
DECREASED147,369164,767-17,398-11%$6.9M$5.8M-$1.1M2026-11-05
Sound Income Strategies, LLC
INCREASED129,024126,734+2,290+2%$5.3M$5.0M-$383.5K2026-10-09
Danske Bank A/S
DECREASED125,409127,809-2,400-2%$5.4M$5.0M-$408.3K2026-11-09
Amalgamated Bank
INCREASED117,712114,996+2,716+2%$4.8M$4.7M-$174.0K2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED114,279119,737-5,458-5%$5.0M$4.5M-$509.8K2026-11-09
Kerusso Capital Management LLC
INCREASED109,76899,675+10,093+10%$4.2M$4.4M+$156.1K2026-10-27
Pictet Asset Management Holding SA
INCREASED100,25596,776+3,479+4%$4.1M$4.0M-$99.1K2026-11-03
New York State Teachers Retirement System
UNCHANGED97,58697,58600%$4.1M$3.9M-$239.0K2026-10-22
Asset Management One Co., Ltd.
DECREASED97,46998,962-1,493-2%$4.2M$3.9M-$301.7K2026-10-27
Mutual of America Capital Management LLC
DECREASED96,11196,276-1650%$4.1M$3.8M-$242.4K2026-10-23
TD Waterhouse Canada Inc.
INCREASED88,95164,289+24,662+38%$2.7M$3.6M+$878.3K2026-10-16
Assenagon Asset Management S.A.
DECREASED85,092264,232-179,140-68%$11.1M$3.4M-$7.8M2026-10-15
State of New Jersey Common Pension Fund D
INCREASED81,67681,302+374+0%$3.4M$3.2M-$184.4K2026-11-05
Louisiana State Employees Retirement System
INCREASED78,30075,800+2,500+3%$3.2M$3.1M-$86.6K2026-10-20
Lansforsakringar Fondforvaltning AB (publ)
INCREASED78,10977,628+481+1%$3.3M$3.1M-$171.1K2026-11-09
Arizona State Retirement System
DECREASED71,27875,075-3,797-5%$3.2M$2.8M-$334.5K2026-11-03
Yousif Capital Management, LLC
DECREASED71,00874,205-3,197-4%$3.1M$2.8M-$308.6K2026-10-22
Handelsbanken Fonder AB
UNCHANGED68,20068,20000%$2.9M$2.7M-$167.0K2026-11-09
Imc-Chicago, LLC
NEW66,407—+66,407——$2.6M—2026-11-05
IFM Investors Pty Ltd
INCREASED64,11961,919+2,200+4%$2.6M$2.5M-$64.4K2026-10-14
KBC Group NV
DECREASED63,82963,945-1160%$2.7M$2.5M-$162.0K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED62,94062,049+891+1%$2.6M$2.5M-$116.7K2026-11-03
Augustine Asset Management Inc
INCREASED62,71761,972+745+1%$2.6M$2.5M-$122.3K2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED62,00562,00500%$2.6M$2.5M-$151.9K2026-11-04
State of Michigan Retirement System
INCREASED61,90060,600+1,300+2%$2.6M$2.5M-$96.9K2026-10-27
GFG Capital, LLC
INCREASED60,03651,942+8,094+16%$2.2M$2.4M+$193.8K2026-10-16
Thrivent Financial for Lutherans
INCREASED57,78457,555+229+0%$2.4M$2.3M-$132.0K2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED57,32174,836-17,515-23%$3.2M$2.3M-$878.0K2026-10-15
Oregon Public Employees Retirement Fund
INCREASED54,65253,552+1,100+2%$2.3M$2.2M-$87.6K2026-10-30
New Mexico Educational Retirement Board
UNCHANGED53,80053,80000%$2.3M$2.1M-$132.0K2026-11-05
Commonwealth Equity Services, LLC
INCREASED51,45249,954+1,498+3%$2.1M$2.0M-$63.0K2026-11-02
Vontobel Holding Ltd.
INCREASED51,21349,844+1,369+3%$2.1M$2.0M-$67.8K2026-10-16
DekaBank Deutsche Girozentrale
INCREASED49,92842,023+7,905+19%$2.0K$2.0K-$262026-10-27
VCI Wealth Management LLC
NEW49,278—+49,278——$2.0M—2026-10-29
SEB Asset Management AB
DECREASED48,80755,412-6,605-12%$2.3M$1.9M-$397.7K2026-11-04
Diversified Trust Co
INCREASED47,47329,133+18,340+63%$1.2M$1.9M+$656.0K2026-11-06
Xponance LLC
DECREASED45,63146,860-1,229-3%$2.0M$1.8M-$163.6K2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED42,1449,601+32,543+339%$415.8K$2.0M+$1.6M2026-10-29
PNC Financial Services Group, Inc.
DECREASED41,85244,061-2,209-5%$1.9M$1.7M-$195.5K2026-11-06
LBP AM SA
DECREASED41,32341,398-750%$1.7M$1.6M-$104.4K2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED40,53543,381-2,846-7%$1.8M$1.6M-$212.5K2026-11-06
Swiss Life Asset Management Ltd
INCREASED37,63029,666+7,964+27%$1.2M$1.5M+$243.2K2026-11-03
OP Asset Management Ltd
INCREASED31,67030,532+1,138+4%$1.3M$1.3M-$29.7K2026-11-05
Nordea Investment Management AB
INCREASED31,05825,763+5,295+21%$1.1M$1.2M+$169.2K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED30,06227,579+2,483+9%$1.2M$1.2M-$79.0K2026-10-13
Apollon Wealth Management, LLC
INCREASED27,10422,853+4,251+19%$962.3K$1.1M+$112.6K2026-10-23
Swedbank AB
UNCHANGED26,84226,84200%$1.1M$1.1M-$65.8K2026-10-27
Avanza Fonder AB
UNCHANGED26,35726,35700%$1.1M$1.0M-$64.6K2026-10-13
Davenport & Co LLC
INCREASED26,06525,082+983+4%$1.1M$1.0M-$22.5K2026-10-14
Waterfront Wealth Inc.
DECREASED25,85325,908-550%$1.2M$963.8K-$194.5K2026-11-03
Truist Financial Corp
DECREASED25,85126,237-386-1%$1.1M$1.0M-$79.6K2026-10-30
Jeppson Wealth Management, LLC
DECREASED25,81025,846-360%$1.1M$1.0M-$64.8K2026-10-20
Daiwa Securities Group Inc.
INCREASED25,27324,673+600+2%$1.0M$1.0M-$36.7K2026-10-29
State of Alaska, Department of Revenue
DECREASED24,98125,395-414-2%$1.1M$990.0K-$79.0K2026-10-15
Onyx Bridge Wealth Group LLC
UNCHANGED24,96924,96900%$1.1M$990.3K-$61.2K2026-10-16
Creative Planning
INCREASED24,70722,333+2,374+11%$940.4K$979.9K+$39.4K2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED24,62224,62200%$1.0M$976.5K-$60.3K2026-10-20
Moody National Bank Trust Division
INCREASED24,27217,840+6,432+36%$751.2K$962.6K+$211.4K2026-10-06
Tokio Marine Asset Management Co LTD
INCREASED24,25919,266+4,993+26%$811.3K$962.1K+$150.8K2026-10-26
Stiles Financial Services Inc
INCREASED23,06716,137+6,930+43%$679.5K$914.8K+$235.3K2026-10-30
D.A. Davidson & Co.
INCREASED21,74820,348+1,400+7%$856.9K$862.5K+$5.7K2026-10-28
Brummer Multi-Strategy AB
NEW19,663—+19,663——$779.8K—2026-10-27
Securian Asset Management, Inc
INCREASED19,37119,151+220+1%$882.3K$768.3K-$114.0K2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED19,0605,363+13,697+255%$225.8K$755.9K+$530.1K2026-10-27
SMH Capital Advisors Inc
INCREASED18,79518,627+168+1%$784.4K$745.4K-$39.0K2026-10-29
Carson Advisory Inc.
DECREASED18,42618,526-100-1%$780.1K$730.8K-$49.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED18,20018,709-509-3%$788.0K$722.0K-$66.0K2026-11-02
Cordoba Advisory Partners LLC
UNCHANGED18,10318,10300%$757.4K$718.0K-$39.4K2026-10-19
Gulf International Bank (UK) Ltd
UNCHANGED17,96117,96100%$756.0K$712.0K-$44.0K2026-10-20
Wesbanco Bank Inc
DECREASED17,43021,353-3,923-18%$899.2K$691.3K-$207.9K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED17,42523,969-6,544-27%$1.0M$691.1K-$318.2K2026-11-06
Rakuten Investment Management, Inc.
INCREASED16,96915,066+1,903+13%$610.5K$673.3K+$62.9K2026-10-30
Achmea Investment Management B.V.
NEW16,541—+16,541——$656.5K—2026-10-30
Maryland State Retirement & Pension System
INCREASED16,54013,486+3,054+23%$567.9K$656.0K+$88.1K2026-11-05
Baldwin Wealth Partners LLC
UNCHANGED15,72015,72000%$662.0K$623.5K-$38.5K2026-10-13
Carret Asset Management, LLC
DECREASED15,71518,040-2,325-13%$759.7K$623.3K-$136.4K2026-11-04
Chicago Partners Investment Group LLC
DECREASED15,68046,640-30,960-66%$2.1M$605.1K-$1.5M2026-10-27
CIBC Asset Management Inc
INCREASED15,62015,493+127+1%$652.4K$619.5K-$32.9K2026-11-05
Arete Wealth Advisors, LLC
INCREASED15,39815,254+144+1%$642.4K$610.7K-$31.7K2026-11-09
Guinness Asset Management LTD
INCREASED15,30913,143+2,166+16%$553.5K$607.2K+$53.7K2026-11-05
Gateway Investment Advisers LLC
DECREASED15,14339,812-24,669-62%$1.7M$600.6K-$1.1M2026-10-13
Clearstead Advisors, LLC
INCREASED15,09715,078+19+0%$634.9K$598.8K-$36.2K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED14,75510,322+4,433+43%$434.7K$585.2K+$150.5K2026-10-13
Stablepoint Partners, LLC
UNCHANGED14,17714,17700%$597.0K$562.3K-$34.7K2026-11-03
HB Wealth Management, LLC
INCREASED13,85913,083+776+6%$550.9K$549.6K-$1.3K2026-10-23
ABN Amro Investment Solutions
DECREASED13,71914,674-955-7%$617.9K$544.1K-$73.8K2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED12,64812,64800%$533.0K$502.0K-$31.0K2026-10-22
Kestra Advisory Services, LLC
INCREASED12,4739,393+3,080+33%$395.5K$494.7K+$99.2K2026-11-02
Legacy Financial Advisors, Inc.
DECREASED12,12913,102-973-7%$551.7K$481.0K-$70.7K2026-11-09
Thoroughbred Financial Services, LLC
INCREASED11,91411,867+47+0%$499.0K$472.0K-$27.0K2026-11-09
North Star Investment Management Corp.
INCREASED11,31611,181+135+1%$470.8K$448.8K-$22.0K2026-10-27
Retirement Planning Co of New England, Inc.
INCREASED11,28710,971+316+3%$462.0K$447.7K-$14.3K2026-10-15
Catalyst Capital Advisors LLC
UNCHANGED11,00011,00000%$463.2K$436.3K-$27.0K2026-11-02
Intech Investment Management LLC
NEW10,800—+10,800——$428.3K—2026-11-09
Farther Finance Advisors, LLC
INCREASED10,6158,115+2,500+31%$341.0K$421.0K+$80.0K2026-10-08
Atria Investments, Inc
DECREASED10,57111,824-1,253-11%$497.9K$419.3K-$78.6K2026-10-15
Everhart Financial Group, Inc.
DECREASED10,41311,369-956-8%$478.7K$413.0K-$65.8K2026-10-08
UniSuper Management Pty Ltd
INCREASED10,3766,376+4,000+63%$268.5K$411.5K+$143.0K2026-10-26
Tritonpoint Wealth, LLC
DECREASED10,36210,455-93-1%$440.3K$411.0K-$29.3K2026-10-19
TBH Global Asset Management, LLC
INCREASED10,03910,037+2+0%$422.7K$398.1K-$24.5K2026-11-03
ProShare Advisors LLC
DECREASED10,02110,222-201-2%$430.4K$397.4K-$33.0K2026-10-29
Savant Capital, LLC
NEW9,903—+9,903——$392.8K—2026-11-06
B. Metzler seel. Sohn & Co. AG
INCREASED9,8996,365+3,534+56%$268.0K$392.6K+$124.6K2026-10-30
Alps Advisors Inc
DECREASED9,5419,616-75-1%$404.9K$378.4K-$26.5K2026-11-03
Merit Financial Group, LLC
INCREASED9,1437,827+1,316+17%$329.6K$362.6K+$33.0K2026-11-06
Fulcrum Asset Management LLP
NEW9,132—+9,132——$362.4K—2026-11-04
Leonteq Securities AG
INCREASED8,6907,801+889+11%$328.5K$344.6K+$16.1K2026-10-29
Gamma Investing LLC
INCREASED8,6157,778+837+11%$327.5K$341.7K+$14.1K2026-10-08
E&G Advisors, LLC
UNCHANGED8,6008,60000%$362.1K$341.1K-$21.1K2026-10-13
Daymark Wealth Partners, LLC
DECREASED8,41915,831-7,412-47%$666.7K$333.9K-$332.7K2026-11-04
Park Avenue Securities LLC
DECREASED8,4049,322-918-10%$393.0K$333.0K-$60.0K2026-10-26
Krilogy Financial LLC
INCREASED8,4005,698+2,702+47%$239.9K$321.3K+$81.4K2026-10-13
Segment Wealth Management, LLC
UNCHANGED8,2008,20000%$345.3K$325.2K-$20.1K2026-10-26
Moody Lynn Lieberson & Walker, LLC
NEW8,162—+8,162——$323.7K—2026-10-14
North Dakota State Investment Board
INCREASED8,1277,778+349+4%$327.5K$322.3K-$5.2K2026-10-27
J.W. Cole Advisors, Inc.
DECREASED8,0338,885-852-10%$374.1K$318.6K-$55.6K2026-11-05
EdgeRock Capital LLC
INCREASED8,0187,987+31+0%$336.3K$318.0K-$18.3K2026-11-03
Glenview Trust Co
UNCHANGED7,6807,68000%$323.4K$304.6K-$18.8K2026-10-28
Sterling Capital Management LLC
DECREASED7,6567,984-328-4%$336.2K$303.6K-$32.6K2026-10-22
Hantz Financial Services, Inc.
INCREASED7,6096,707+902+13%$282.0K$302.0K+$20.0K2026-11-09
Greenwood Capital Associates LLC
DECREASED7,5498,740-1,191-14%$368.0K$299.4K-$68.6K2026-10-27
OpenArc Corporate Advisory, LLC
NEW7,526—+7,526——$298.5K—2026-10-21
City of London Investment Management Co LTD
DECREASED7,45299,723-92,271-93%$4.2M$295.5K-$3.9M2026-10-30
Bfsg, LLC
INCREASED7,3456,751+594+9%$284.3K$291.3K+$7.0K2026-10-30
Principle Wealth Partners LLC
UNCHANGED7,1317,13100%$300.3K$282.8K-$17.5K2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED7,1187,282-164-2%$295.1K$282.3K-$12.7K2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED7,0807,150-70-1%$301.1K$280.8K-$20.3K2026-10-22
MGO One Seven LLC
INCREASED6,9046,621+283+4%$278.8K$273.8K-$5.0K2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED6,8006,80000%$286.3K$269.7K-$16.7K2026-10-19
US Bancorp \de\
DECREASED6,52210,997-4,475-41%$463.1K$258.7K-$204.4K2026-11-05
Triangle Securities Wealth Management
UNCHANGED6,4306,43000%$270.8K$255.0K-$15.8K2026-10-14
Promethium Advisors,llc
DECREASED6,3756,754-379-6%$284.4K$255.1K-$29.3K2026-10-19
Triad Wealth Partners, LLC
INCREASED6,3496,272+77+1%$306.8K$251.8K-$55.0K2026-10-26
Crossmark Global Holdings, Inc.
NEW6,314—+6,314——$250.4K—2026-10-21
Equitable Trust Co
UNCHANGED6,2356,23500%$262.6K$247.3K-$15.3K2026-10-13
AlphaCore Capital LLC
INCREASED6,2115,122+1,089+21%$215.7K$246.3K+$30.6K2026-11-04
Wedmont Private Capital
DECREASED6,1697,433-1,264-17%$332.3K$236.8K-$95.5K2026-10-09
Ethic Inc.
NEW6,094—+6,094——$241.7K—2026-11-03
Pictet North America Advisors SA
UNCHANGED5,9505,95000%$250.6K$236.0K-$14.6K2026-10-21
Prentice Wealth Management LLC
INCREASED5,9365,899+37+1%$248.4K$235.4K-$13.0K2026-10-20
Visionary Wealth Advisors
INCREASED5,8115,809+2+0%$244.6K$230.5K-$14.1K2026-11-04
Diversify Advisory Services, LLC
DECREASED5,6146,216-602-10%$287.7K$206.6K-$81.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED5,6146,216-602-10%$287.7K$206.6K-$81.1K2026-10-20
Westbourne Investment Advisors, Inc.
UNCHANGED5,4505,45000%$229.5K$216.1K-$13.4K2026-10-20
Mission Wealth Management, LP
INCREASED5,2445,228+16+0%$220.2K$208.0K-$12.2K2026-10-15
Profund Advisors LLC
DECREASED5,2065,242-36-1%$220.7K$206.5K-$14.3K2026-10-29
Larson Financial Group LLC
INCREASED5,0763,667+1,409+38%$154.4K$201.3K+$46.9K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED5,0085,00800%$210.9K$198.6K-$12.3K2026-10-13
Barrett & Company, Inc.
UNCHANGED4,4064,40600%$185.6K$174.8K-$10.8K2026-10-22
Mirae Asset Global Investments Co., Ltd.
DECREASED4,0874,334-247-6%$182.5K$162.1K-$20.4K2026-11-03
UMB Bank, n.a.
INCREASED4,0843,557+527+15%$149.8K$162.0K+$12.2K2026-11-06
Strs Ohio
DECREASED3,6455,595-1,950-35%$235.6K$144.6K-$91.0K2026-10-30
Nisa Investment Advisors, LLC
INCREASED3,1713,104+67+2%$130.7K$125.8K-$4.9K2026-10-20
Towne Trust Company, N.a
UNCHANGED3,0003,00000%$126.3K$119.0K-$7.4K2026-10-28
University of Texas S AM Investment Management Co
INCREASED2,7972,206+591+27%$92.9K$110.9K+$18.0K2026-11-03
Provenance Wealth Advisors, LLC
NEW2,717—+2,717——$107.8K—2026-10-30
Western Pacific Wealth Management, LP
INCREASED2,6652,478+187+8%$104.3K$105.7K+$1.3K2026-10-16
Spirit of America Management Corp
DECREASED2,5503,550-1,000-28%$149.5K$101.1K-$48.4K2026-10-14
Tower View Wealth Management LLC
DECREASED2,0372,291-254-11%$96.5K$80.8K-$15.7K2026-10-23
Spire Wealth Management
UNCHANGED1,8501,85000%$77.9K$73.4K-$4.5K2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
UNCHANGED1,7001,70000%$71.6K$67.4K-$4.1K2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED1,5841,611-27-2%$67.8K$62.8K-$5.0K2026-10-27
Heritage Family Offices, LLP
NEW1,534—+1,534——$60.8K—2026-11-02
Parallel Advisors, LLC
INCREASED1,4711,468+3+0%$61.8K$58.4K-$3.5K2026-11-03
Essential Partners LLC
INCREASED1,408997+411+41%$42.0K$55.8K+$13.9K2026-10-14
Gold Investment Management Ltd.
UNCHANGED1,3821,38200%$58.2K$54.8K-$3.4K2026-10-19
Compass Wealth Management LLC
NEW1,215—+1,215——$48.2K—2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED1,1861,18600%$49.9K$47.0K-$2.9K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED1,1681,250-82-7%$52.6K$46.3K-$6.3K2026-11-04
Geneos Wealth Management Inc.
NEW1,057—+1,057——$41.9K—2026-11-09
Harbour Investments, Inc.
INCREASED1,052813+239+29%$34.2K$41.7K+$7.5K2026-11-09
Nova Financial LLC
NEW1,050—+1,050——$41.6K—2026-11-04
MassMutual Private Wealth & Trust, FSB
INCREASED1,048962+86+9%$40.5K$41.6K+$1.1K2026-10-05
IFP Advisors, Inc
INCREASED1,031880+151+17%$37.1K$40.9K+$3.8K2026-10-16
Mather Group, Llc.
UNCHANGED1,0001,00000%$42.1K$39.7K-$2.5K2026-10-14
Community Bank, N.A.
UNCHANGED97897800%$41.2K$38.8K-$2.4K2026-11-06
Bessemer Group Inc
DECREASED9481,152-204-18%$42.0K$37-$42.0K2026-11-09
Valley National Advisers Inc
DECREASED8641,520-656-43%$64.0K$34.3K-$29.7K2026-10-23
Allworth Financial LP
UNCHANGED84384300%$35.5K$35.5K$02026-11-06
TD Private Client Wealth LLC
DECREASED73813,206-12,468-94%$556.1K$29.3K-$526.8K2026-10-28
Oakworth Capital, Inc.
INCREASED726708+18+3%$30.0K$28.8K-$1.2K2026-10-26
Main Street Group, LTD
INCREASED660568+92+16%$23.9K$26.2K+$2.3K2026-10-28
Motco
UNCHANGED64864800%$27.3K$25.7K-$1.6K2026-11-09
Quent Capital, LLC
INCREASED6398+631+7888%$337$25.4K+$25.1K2026-11-09
Root Financial Partners, LLC
NEW609—+609——$24.2K—2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED60160100%$25.3K$23.8K-$1.5K2026-10-27
Golden State Wealth Management, LLC
UNCHANGED60060000%$25.3K$23.8K-$1.5K2026-11-02
Deseret Mutual Benefit Administrators
UNCHANGED58458400%$24.6K$23.2K-$1.4K2026-11-04
Proathlete Wealth Management LLC
INCREASED561297+264+89%$12.5K$22.2K+$9.7K2026-10-15
Private Trust Co NA
DECREASED533570-37-6%$24.0K$21.1K-$2.9K2026-10-20
CX Institutional
INCREASED525142+383+270%$6.0K$21.0K+$15.0K2026-10-02
Intesa Sanpaolo Wealth Management
UNCHANGED50050000%$21.1K$19.8K-$1.2K2026-10-28
High Note Wealth, LLC
INCREASED462308+154+50%$13.0K$18.3K+$5.4K2026-10-27
Central Trust Co
DECREASED400600-200-33%$25.3K$15.9K-$9.4K2026-11-05
Rothwell Investment Advisors, LLC
NEW381—+381——$15.1K—2026-11-06
Retirement Wealth Solutions LLC
DECREASED340368-28-8%$15.5K$13.5K-$2.0K2026-10-07
Versant Capital Management, Inc
INCREASED32133+288+873%$1.4K$12.7K+$11.3K2026-10-02
Tsfg, LLC
UNCHANGED30030000%$13$12.0K+$12.0K2026-10-23
Picton Mahoney Asset Management
NEW289—+289——$11.5K—2026-11-09
Fortitude Family Office, LLC
DECREASED277302-25-8%$12.7K$11.0K-$1.7K2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED25525500%$10.7K$10.1K-$6252026-10-20
Clearstead Trust, LLC
UNCHANGED25025000%$10.5K$9.9K-$6132026-11-06
Global X Japan Co., Ltd.
DECREASED240447-207-46%$18.8K$9.5K-$9.3K2026-10-21
True Wealth Design, LLC
INCREASED23940+199+498%$1.7K$9.5K+$7.8K2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED2293,047-2,818-92%$128.3K$9.1K-$119.2K2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED22022000%$9.3K$8.7K-$5392026-10-22
Zions Bancorporation, National Association
INCREASED205156+49+31%$6.6K$8.1K+$1.6K2026-11-06
Align Financial, LLC
UNCHANGED20220200%$8.5K$8.0K-$4952026-10-16
Pension & Wealth Management Advisors, Inc.
NEW195—+195——$7.7K—2026-10-16
JFS Wealth Advisors, LLC
INCREASED179169+10+6%$7.1K$7.1K-$172026-11-03
Parkside Financial Bank & Trust
DECREASED164227-63-28%$9.6K$6.5K-$3.1K2026-10-27
Covestor Ltd
DECREASED163194-31-16%$8$6-$22026-10-30
UMB Private Wealth Management, LLC
NEW158—+158——$6.3K—2026-10-19
Bell Investment Advisors, Inc
UNCHANGED14014000%$5.9K$5.6K-$3432026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED13813800%$5.8K$5.5K-$3382026-10-23
Latitude Advisors, LLC
NEW137—+137——$5.5K—2026-10-27
Blue Trust, Inc.
INCREASED134118+16+14%$5.0K$5.3K+$3282026-10-15
Rossby Financial, LCC
INCREASED12890+38+42%$3.8K$5.1K+$1.3K2026-11-05
Birch Financial Group, LLC
NEW126—+126——$5.0K—2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED12112100%$115$109-$62026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED11611600%$4.9K$4.6K-$2842026-10-23
Private Wealth Management Group, LLC
INCREASED10954+55+102%$2.3K$2.2K-$822026-10-19
Silver Grove Financial Group, Inc.
DECREASED101107-6-6%$4.5K$4.0K-$5002026-11-05
KFG LLC
NEW100—+100——$4.0K—2026-11-02
Clark Wealth Partners
UNCHANGED989800%$4.1K$3.9K-$2402026-10-19
Elyxium Wealth, LLC
NEW87—+87——$3.5K—2026-10-27
Cromwell Holdings LLC
INCREASED8661+25+41%$2.6K$3.4K+$8422026-10-28
Avion Wealth
INCREASED8471+13+18%$2$3+$12026-11-04
SJS Investment Consulting Inc.
INCREASED8357+26+46%$2.4K$3.3K+$8912026-10-26
Capital Advisors, Ltd. LLC
DECREASED74399-325-81%$17$3-$142026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED696900%$2.9K$2.7K-$1692026-10-16
Darwin Wealth Management, LLC
DECREASED63245-182-74%$10.4K$2.5K-$7.9K2026-11-09
Cape Investment Advisory, Inc.
DECREASED62771-709-92%$32.5K$2.5K-$30.0K2026-10-13
WPG Advisers, LLC
UNCHANGED626200%$2.6K$2.5K-$1522026-10-27
First Horizon Corp
DECREASED60102-42-41%$4.3K$2.4K-$1.9K2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED575700%$2.4K$2.3K-$1392026-10-16
Birchbrook, Inc.
UNCHANGED535300%$51$48-$32026-10-14
Creative Financial Designs Inc
INCREASED4910+39+390%$421$1.9K+$1.5K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED4847+1+2%$2.0K$1.9K-$752026-11-03
Physician Wealth Advisors, Inc.
INCREASED4312+31+258%$506$1.7K+$1.2K2026-10-20
DiNuzzo Private Wealth, Inc.
DECREASED4248-6-12%$2.0K$1.7K-$3562026-10-16
Armstrong Advisory Group, Inc
NEW39—+39——$1.5K—2026-10-09
SouthState Bank Corp
DECREASED3944-5-11%$1.9K$1.5K-$3062026-11-09
Jnba Financial Advisors
UNCHANGED353500%$1.5K$1.4K-$852026-11-03
Jacobi Capital Management LLC
NEW34—+34——$1.3K—2026-11-05
Signature Equity Partners, LLC
UNCHANGED262600%$1.1K$1.0K-$552026-10-29
Financial Consulate, Inc
DECREASED2426-2-8%$1.1K$952-$1432026-10-23
IFS Advisors, LLC
INCREASED2423+1+4%$1.0K$958-$522026-10-14
Planning Strategies Inc.
INCREASED172+15+750%$84$674+$5902026-10-02
American Capital Advisory, LLC
DECREASED1719-2-11%$801$675-$1262026-10-28
Key Capital Management, Inc
NEW15—+15——$595—2026-11-03
Valued Wealth Advisors LLC
NEW14—+14——$556—2026-11-05
Torren Management, LLC
UNCHANGED131300%$531$500-$312026-10-29
Burk Holdings LLC
NEW12—+12——$476—2026-11-05
Bare Financial Services, Inc
UNCHANGED121200%$505$476-$292026-11-04
Hughes Financial Services, LLC
DECREASED1135-24-69%$1.5K$446-$1.0K2026-10-30
Breakwater Investment Management
NEW9—+9——$357—2026-10-20
Davis Capital Management
DECREASED913-4-31%$547$357-$1902026-10-08
DecisionPoint Financial, LLC
INCREASED97+2+29%$297$364+$672026-10-27
Quaker Wealth Management, LLC
UNCHANGED7700%$295$278-$172026-10-22
Mascoma Wealth Management LLC
NEW6—+6——$238—2026-10-23
CoreCap Advisors, LLC
DECREASED588-83-94%$3.7K$198-$3.5K2026-10-08
Creative Capital Management Investments LLC
DECREASED566-61-92%$2.8K$198-$2.6K2026-10-28
Meriwether Wealth & Planning, LLC
NEW4—+4——$159—2026-10-13
Nfsg Corp
INCREASED40+4—$0$159+$1592026-10-15
MV Capital Management, Inc.
DECREASED45-1-20%$211$159-$522026-10-29
James T. Borello RIA
NEW3—+3——$119—2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED3300%$127$119-$82026-10-15
Highland Investment Advisors LLC
DECREASED24-2-50%$168$79-$892026-11-09
3 Factor Indexing, LLC
UNCHANGED2200%$85$80-$52026-10-15
Allen Mooney & Barnes Investment Advisors LLC
CLOSED0238,500-238,500-100%$10.0M$0-$10.0M2026-10-08
Wellington Shields Capital Management, LLC
CLOSED071,310-71,310-100%$3.0M$0-$3.0M2026-11-03
Banque Pictet & CIE SA
CLOSED028,700-28,700-100%$1.2M$0-$1.2M2026-10-16
Simplex Trading, LLC
CLOSED025,415-25,415-100%$1.1M$0-$1.1M2026-11-04
Garrison Bradford & Associates Inc
CLOSED022,543-22,543-100%$949.3K$0-$949.3K2026-10-27
MacKenzie Financial Corp
CLOSED018,251-18,251-100%$768.6K$0-$768.6K2026-11-02
TritonPoint Partners, LLC
CLOSED010,455-10,455-100%$440.3K$0-$440.3K2026-11-05
Illinois Municipal Retirement Fund
CLOSED010,068-10,068-100%$424.0K$0-$424.0K2026-11-05
VestGen Advisors, LLC
CLOSED06,282-6,282-100%$264.5K$0-$264.5K2026-10-27
Three Magnolias Financial Advisors, LLC
CLOSED06,000-6,000-100%$252.7K$0-$252.7K2026-10-14
Cypress Capital Group
CLOSED05,018-5,018-100%$211.3K$0-$211.3K2026-11-03
KRS Capital Management, LLC
CLOSED04,950-4,950-100%$208.4K$0-$208.4K2026-10-16
Tranquility Partners, LLC
CLOSED04,815-4,815-100%$202.7K$0-$202.7K2026-10-20
Oslo Pensjonsforsikring AS
CLOSED01,884-1,884-100%$79.3K$0-$79.3K2026-10-15
Wellington Shields & Co., LLC
CLOSED01,773-1,773-100%$74.7K$0-$74.7K2026-11-03
Natixis
CLOSED01,708-1,708-100%$71.9K$0-$71.9K2026-11-06
Tema Etfs LLC
CLOSED01,263-1,263-100%$53.2K$0-$53.2K2026-10-16
Institute for Wealth Management, Llc.
CLOSED0660-660-100%$27.8K$0-$27.8K2026-11-06
Cornerstone Planning Group LLC
CLOSED0430-430-100%$18.9K$0-$18.9K2026-10-16
Axiom Investment Management LLC
CLOSED0300-300-100%$12.6K$0-$12.6K2026-11-03
Albion Financial Group
CLOSED0273-273-100%$11.5K$0-$11.5K2026-10-21
LifeSteps Financial, Inc.
CLOSED0251-251-100%$10.6K$0-$10.6K2026-10-15
AdvisorNet Financial, Inc
CLOSED0202-202-100%$8.5K$0-$8.5K2026-10-15
Nvwm, LLC
CLOSED0160-160-100%$6.7K$0-$6.7K2026-10-14
Abound Wealth Management
CLOSED0128-128-100%$5.4K$0-$5.4K2026-10-26
Cullen T Bankers, Inc.
CLOSED083-83-100%$3.5K$0-$3.5K2026-10-28
Atlatl Advisers LLC
CLOSED023-23-100%$969$0-$9692026-10-22
Sunrise Financial Services, LLC
CLOSED013-13-100%$547$0-$5472026-10-21
Plante Moran Financial Advisors, LLC
CLOSED05-5-100%$211$0-$2112026-11-04
Navigoe, LLC
CLOSED03-3-100%$0$0$02026-11-04
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
BlackRock, Inc.
N/A—31,984,053-31,984,053-100%$1.3B———
Harris Associates L P
N/A—17,661,625-17,661,625-100%$743.7M———
Vanguard Portfolio Management LLC
N/A—11,830,112-11,830,112-100%$498.2M———
Capital World Investors
N/A—11,813,798-11,813,798-100%$497.5M———
Vanguard Capital Management LLC
N/A—11,464,474-11,464,474-100%$482.8M———
Morgan Stanley
N/A—9,993,408-9,993,408-100%$420.8M———
State Street Corp
N/A—9,891,982-9,891,982-100%$416.6M———
Massachusetts Financial Services Co
N/A—7,739,524-7,739,524-100%$328.6M———
Alkeon Capital Management LLC
N/A—5,941,316-5,941,316-100%$250.2M———
Ariel Investments, LLC
N/A—4,548,683-4,548,683-100%$191.5M———
FMR LLC
N/A—4,358,455-4,358,455-100%$183.5M———
Legal & General Group Plc
N/A—3,870,443-3,870,443-100%$163.0M———
Norges Bank
N/A—3,646,300-3,646,300-100%$153.5M———
Northern Trust Corp
N/A—2,576,558-2,576,558-100%$108.5M———
UBS Group AG
N/A—2,504,918-2,504,918-100%$105.5M———
Point72 Asset Management, L.P.
N/A—2,184,854-2,184,854-100%$92.0M———
Royal Bank of Canada
N/A—2,029,610-2,029,610-100%$85.5M———
Ameriprise Financial Inc
N/A—2,026,772-2,026,772-100%$85.3M———
Bank of America Corp
N/A—1,886,490-1,886,490-100%$79.4M———
Vanguard Fiduciary Trust Co
N/A—1,640,080-1,640,080-100%$69.1M———
UBS Asset Management Americas LLC
N/A—1,602,700-1,602,700-100%$67.5M———
Goldman Sachs Group Inc
N/A—1,574,143-1,574,143-100%$66.3M———
Jane Street Group, LLC
N/A—1,218,238-1,218,238-100%$51.3M———
Charles Schwab Investment Management Inc
N/A—1,140,809-1,140,809-100%$48.0M———
Davis Asset Management, L.P.
N/A—1,131,000-1,131,000-100%$47.6M———
JPMorgan Chase & Co
N/A—1,071,394-1,071,394-100%$43.4M———
Walleye Capital LLC
N/A—1,060,746-1,060,746-100%$44.7M———
Nuveen, LLC
N/A—955,965-955,965-100%$40.3M———
Citadel Advisors LLC
N/A—835,171-835,171-100%$35.2M———
Prana Capital Management, LP
N/A—813,618-813,618-100%$34.3M———
Renaissance Technologies LLC
N/A—744,700-744,700-100%$31.4M———
Rhumbline Advisers
N/A—737,819-737,819-100%$31.1M———
Invesco Ltd.
N/A—683,754-683,754-100%$28.8M———
Marshall Wace, LLP
N/A—600,241-600,241-100%$25.3M———
Vanguard Asset Management, Ltd
N/A—543,489-543,489-100%$22.9M———
CastleKnight Management LP
N/A—519,576-519,576-100%$21.9M———
Envestnet Asset Management Inc
N/A—496,560-496,560-100%$20.9M———
Rockefeller Capital Management L.P.
N/A—477,657-477,657-100%$20.1M———
Manufacturers Life Insurance Company, the
N/A—451,520-451,520-100%$19.0M———
Canada Life Assurance Co
N/A—410,908-410,908-100%$17.3M———
Raymond James Financial Inc
N/A—390,177-390,177-100%$16.4M———
T. Rowe Price Investment Management, Inc.
N/A—387,762-387,762-100%$16.3M———
Wells Fargo & Company
N/A—381,044-381,044-100%$16.0M———
Alliancebernstein L.P.
N/A—375,485-375,485-100%$18.2M———
Van Eck Associates Corp
N/A—370,381-370,381-100%$15.6M———
California Public Employees Retirement System
N/A—317,266-317,266-100%$13.4M———
Frontier Capital Management Co LLC
N/A—316,724-316,724-100%$13.3M———
Bank of Nova Scotia
N/A—314,725-314,725-100%$13.3M———
California State Teachers Retirement System
N/A—303,315-303,315-100%$12.8M———
XTX Topco Ltd
N/A—303,222-303,222-100%$12.8M———
Sargent Investment Group, LLC
N/A—300,821-300,821-100%$12.7M———
Natixis Advisors, LLC
N/A—292,249-292,249-100%$12.3M———
HSBC Holdings PLC
N/A—283,206-283,206-100%$11.9M———
Gator Capital Management, LLC
N/A—282,425-282,425-100%$11.9M———
Cerity Partners LLC
N/A—279,658-279,658-100%$11.8M———
Jump Financial, LLC
N/A—277,294-277,294-100%$11.7M———
Jones Financial Companies Lllp
N/A—264,135-264,135-100%$10.9M———
Price T Rowe Associates Inc
N/A—255,243-255,243-100%$10.7M———
Victory Capital Management Inc
N/A—244,735-244,735-100%$10.3M———
D. E. Shaw & Co., Inc.
N/A—238,883-238,883-100%$10.1M———
AQR Capital Management LLC
N/A—234,942-234,942-100%$9.9M———
Brown Advisory Inc
N/A—233,127-233,127-100%$9.8M———
Soros Fund Management LLC
N/A—226,767-226,767-100%$9.5M———
ExodusPoint Capital Management, LP
N/A—225,732-225,732-100%$9.5M———
MetLife Investment Management, LLC
N/A—224,533-224,533-100%$9.5M———
DnB Asset Management AS
N/A—218,129-218,129-100%$9.2M———
Royal London Asset Management LTD
N/A—204,929-204,929-100%$8.6M———
Lalia Capital, LLC
N/A—202,000-202,000-100%$8.5M———
Schonfeld Strategic Advisors LLC
N/A—201,958-201,958-100%$8.5M———
SIT Investment Associates Inc
N/A—195,315-195,315-100%$8.2M———
APG Asset Management N.V.
N/A—193,403-193,403-100%$7.1M———
Walleye Trading LLC
N/A—190,143-190,143-100%$8.0M———
Millennium Management LLC
N/A—178,458-178,458-100%$7.5M———
National Bank of Canada
N/A—153,610-153,610-100%$6.5M———
State Board of Administration of Florida Retirement System
N/A—152,467-152,467-100%$6.4M———
Winslow Asset Management Inc
N/A—152,195-152,195-100%$6.4M———
Toronto Dominion Bank
N/A—149,830-149,830-100%$6.3M———
SEI Investments Co
N/A—146,777-146,777-100%$6.2M———
Stifel Financial Corp
N/A—144,874-144,874-100%$6.1M———
BNP Paribas Financial Markets
N/A—142,116-142,116-100%$6.0M———
New York State Common Retirement Fund
N/A—141,100-141,100-100%$5.9M———
Adage Capital Partners GP, L.L.C.
N/A—140,100-140,100-100%$5.9M———
American Century Companies Inc
N/A—134,461-134,461-100%$5.7M———
State of Wisconsin Investment Board
N/A—133,608-133,608-100%$5.6M———
Texas Yale Capital Corp.
N/A—132,429-132,429-100%$5.6M———
Northwestern Mutual Wealth Management Co
N/A—131,163-131,163-100%$5.5M———
Parallax Volatility Advisers, L.P.
N/A—128,872-128,872-100%$5.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—127,529-127,529-100%$5.4M———
Vanguard Global Advisers, LLC
N/A—124,417-124,417-100%$5.2M———
Allianz Asset Management GmbH
N/A—120,611-120,611-100%$5.1M———
Vanguard Investments Australia, Ltd.
N/A—115,263-115,263-100%$4.9M———
Caption Management, LLC
N/A—114,031-114,031-100%$4.8M———
Treasurer of the State of North Carolina
N/A—113,032-113,032-100%$4.8M———
CAZ Investments LP
N/A—106,000-106,000-100%$4.5M———
Stephens Inc
N/A—102,737-102,737-100%$4.3M———
Mitsubishi UFJ Trust & Banking Corp
N/A—100,869-100,869-100%$4.2M———
State of Tennessee, Department of Treasury
N/A—100,067-100,067-100%$4.2M———
Susquehanna International Group, LLP
N/A—100,002-100,002-100%$4.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—99,946-99,946-100%$4.2M———
KLP Kapitalforvaltning AS
N/A—99,700-99,700-100%$4.2M———
Man Group plc
N/A—97,720-97,720-100%$4.1M———
SG Americas Securities, LLC
N/A—95,724-95,724-100%$4.0M———
Nomura Asset Management Co LTD
N/A—94,635-94,635-100%$4.0M———
Aviva PLC
N/A—93,656-93,656-100%$3.9M———
Capital Fund Management S.A.
N/A—90,790-90,790-100%$3.8M———
Janney Montgomery Scott LLC
N/A—85,928-85,928-100%$3.6M———
Cetera Investment Advisers
N/A—81,588-81,588-100%$3.4M———
Teachers Retirement System of the State of Kentucky
N/A—80,080-80,080-100%$3.4M———
Osaic Holdings, Inc.
N/A—77,854-77,854-100%$3.3M———
Voloridge Investment Management, LLC
N/A—76,390-76,390-100%$3.2M———
Public Employees Retirement System of Ohio
N/A—75,647-75,647-100%$3.2M———
one8zero8, LLC
N/A—74,130-74,130-100%$3.1M———
Resona Asset Management Co.,Ltd.
N/A—69,192-69,192-100%$2.9M———
Captrust Financial Advisors
N/A—63,665-63,665-100%$2.7M———
Lighthouse Investment Partners, LLC
N/A—58,359-58,359-100%$2.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—58,302-58,302-100%$2.5M———
Buckland Partners Management Co LLC
N/A—54,400-54,400-100%$2.3M———
Prudential Financial Inc
N/A—53,861-53,861-100%$2.3M———
Coastal Bridge Advisors, LLC
N/A—49,352-49,352-100%$2.1M———
Two Sigma Investments, LP
N/A—48,931-48,931-100%$2.1M———
Ameritas Investment Partners, Inc.
N/A—47,805-47,805-100%$2.0M———
TD Asset Management Inc
N/A—46,871-46,871-100%$2.0M———
HighTower Advisors, LLC
N/A—45,719-45,719-100%$1.9M———
Gotham Asset Management, LLC
N/A—43,139-43,139-100%$1.8M———
Twinbeech Capital LP
N/A—41,385-41,385-100%$1.7M———
&partners
N/A—41,367-41,367-100%$1.7M———
Utah Retirement Systems
N/A—40,267-40,267-100%$1.7M———
Miller Value Partners, LLC
N/A—40,000-40,000-100%$1.7M———
Campbell & Co Investment Adviser LLC
N/A—39,273-39,273-100%$1.7M———
British Columbia Investment Management Corp
N/A—39,248-39,248-100%$1.7M———
Sirios Capital Management L P
N/A—37,123-37,123-100%$1.6M———
Sanctuary Advisors, LLC
N/A—37,073-37,073-100%$1.6M———
Korea Investment Corp
N/A—36,905-36,905-100%$1.6M———
Bleakley Financial Group, LLC
N/A—35,987-35,987-100%$1.5M———
Nissay Asset Management Corp N
N/A—35,295-35,295-100%$1.5M———
Quantbot Technologies LP
N/A—34,974-34,974-100%$1.5M———
BNP Paribas Asset Management Holding S.A.
N/A—34,667-34,667-100%$1.5M———
Amica Mutual Insurance Co
N/A—33,903-33,903-100%$1.4M———
Qsemble Capital Management, LP
N/A—32,140-32,140-100%$1.4M———
Intrepid Capital Management Inc
N/A—31,894-31,894-100%$1.3M———
Private Advisor Group, LLC
N/A—31,616-31,616-100%$1.3M———
MML Investors Services, LLC
N/A—31,479-31,479-100%$1.3M———
Sierra Capital LLC
N/A—31,365-31,365-100%$1.3M———
Neuberger Berman Group LLC
N/A—31,242-31,242-100%$1.3M———
Allstate Corp
N/A—29,476-29,476-100%$1.2M———
Entropy Technologies, LP
N/A—29,373-29,373-100%$1.2M———
Pacer Advisors, Inc.
N/A—29,182-29,182-100%$1.2M———
Advisors Asset Management, Inc.
N/A—28,780-28,780-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—28,640-28,640-100%$1.2M———
New Age Alpha Advisors, LLC
N/A—27,631-27,631-100%$1.2M———
Cercano Management LLC
N/A—27,589-27,589-100%$1.2M———
HRT Financial LP
N/A—27,287-27,287-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—24,838-24,838-100%$1.0M———
Group One Trading LLC
N/A—23,952-23,952-100%$1.0M———
NewEdge Advisors, LLC
N/A—22,792-22,792-100%$959.8K———
Credit Agricole S A
N/A—22,577-22,577-100%$950.7K———
Hilltop Holdings Inc.
N/A—22,531-22,531-100%$948.8K———
Wellington Management Group LLP
N/A—22,169-22,169-100%$933.5K———
Quantinno Capital Management LP
N/A—21,872-21,872-100%$921.1K———
Tower Research Capital LLC (TRC)
N/A—21,423-21,423-100%$902.1K———
Vanguard Personalized Indexing Management, LLC
N/A—21,093-21,093-100%$888.2K———
Voya Investment Management LLC
N/A—20,306-20,306-100%$855.1K———
Arkadios Wealth Advisors
N/A—20,111-20,111-100%$846.9K———
Public Employees Retirement Association of Colorado
N/A—20,098-20,098-100%$846.0K———
Credit Industriel ET Commercial
N/A—19,195-19,195-100%$808.3K———
Benjamin Edwards Inc
N/A—18,752-18,752-100%$789.6K———
Arax Advisory Partners
N/A—18,419-18,419-100%$775.6K———
Saudi Central Bank
N/A—18,330-18,330-100%$771.9K———
Steward Partners Investment Advisory, LLC
N/A—18,241-18,241-100%$768.1K———
Ensign Peak Advisors, Inc
N/A—18,042-18,042-100%$759.7K———
Blair William & Co
N/A—17,893-17,893-100%$753.5K———
Wealthspire Advisors, LLC
N/A—17,843-17,843-100%$751.4K———
Jupiter Topco LLC
N/A—17,173-17,173-100%$723.1K———
Federated Hermes, Inc.
N/A—17,041-17,041-100%$717.6K———
Winthrop Partners - WNY, LLC
N/A—16,936-16,936-100%$713.2K———
QRG Capital Management, Inc.
N/A—16,835-16,835-100%$708.9K———
Investment Management Corp of Ontario
N/A—16,715-16,715-100%$703.9K———
Pathstone Holdings, LLC
N/A—16,658-16,658-100%$701.5K———
Polymer Capital Management (US) LLC
N/A—16,382-16,382-100%$689.8K———
Fora Capital, LLC
N/A—16,129-16,129-100%$679.2K———
O'rourke & Company, Inc
N/A—15,943-15,943-100%$671.4K———
National Pension Service
N/A—15,875-15,875-100%$668.5K———
Sagewood Asset Management LP
N/A—15,350-15,350-100%$646.4K———
Siemens Fonds Invest GmbH
N/A—15,173-15,173-100%$638.9K———
Waverly Advisors, LLC
N/A—14,811-14,811-100%$623.7K———
Federation des caisses Desjardins du Quebec
N/A—14,377-14,377-100%$605.4K———
Cresset Asset Management, LLC
N/A—13,694-13,694-100%$576.6K———
Franklin Resources Inc
N/A—13,216-13,216-100%$556.5K———
Empowered Funds, LLC
N/A—13,208-13,208-100%$556.2K———
EntryPoint Capital, LLC
N/A—13,106-13,106-100%$551.9K———
Mercer Global Advisors Inc
N/A—13,101-13,101-100%$551.7K———
Zhang Financial LLC
N/A—12,734-12,734-100%$536.2K———
Schroder Investment Management Group
N/A—12,638-12,638-100%$512.1K———
First Manhattan Co. Llc.
N/A—12,250-12,250-100%$515.8K———
FJ Capital Management LLC
N/A—12,149-12,149-100%$511.6K———
Sterneck Capital Management, LLC
N/A—12,144-12,144-100%$511.4K———
CIBC Bancorp USA Inc.
N/A—11,943-11,943-100%$502.9K———
44 Wealth Management LLC
N/A—11,829-11,829-100%$498.1K———
CIBC World Market Inc.
N/A—11,212-11,212-100%$472.1K———
Bearing Point Capital, LLC
N/A—11,020-11,020-100%$464.1K———
McGowan Group Asset Management, Inc.
N/A—10,962-10,962-100%$461.6K———
FOX RUN Management, L.L.C.
N/A—10,492-10,492-100%$441.8K———
Capstone Investment Advisors, LLC
N/A—10,372-10,372-100%$436.8K———
Peak6 LLC
N/A—9,930-9,930-100%$418.2K———
AlphaGrep UK Ltd
N/A—9,872-9,872-100%$415.7K———
Comprehensive Money Management Services LLC
N/A—9,621-9,621-100%$405.1K———
Fort Sheridan Advisors LLC
N/A—9,400-9,400-100%$395.8K———
Brevan Howard Capital Management LP
N/A—9,206-9,206-100%$387.7K———
NewEdge Wealth, LLC
N/A—9,046-9,046-100%$380.9K———
Fiduciary Group, LLC
N/A—9,000-9,000-100%$379.0K———
Vident Advisory, LLC
N/A—8,555-8,555-100%$360.3K———
Shelton Capital Management
N/A—8,401-8,401-100%$353.8K———
First Trust Advisors LP
N/A—8,182-8,182-100%$344.5K———
Kovack Advisors, Inc.
N/A—8,029-8,029-100%$339.9K———
Sequoia Financial Advisors, LLC
N/A—7,794-7,794-100%$328.2K———
Magnetar Financial LLC
N/A—7,721-7,721-100%$325.1K———
Ostrum Asset Management
N/A—7,682-7,682-100%$323.5K———
Atom Investors LP
N/A—7,571-7,571-100%$318.8K———
Inceptionr LLC
N/A—7,566-7,566-100%$318.6K———
Bridgefront Capital, LLC
N/A—7,234-7,234-100%$304.6K———
Keebeck Wealth Management
N/A—6,955-6,955-100%$292.9K———
Summit Financial, LLC
N/A—6,761-6,761-100%$284.7K———
O'shaughnessy Asset Management, LLC
N/A—6,715-6,715-100%$282.8K———
Cary Street Partners Financial LLC
N/A—6,595-6,595-100%$277.7K———
Meiji Yasuda Asset Management Co Ltd.
N/A—6,513-6,513-100%$274.3K———
PFG Investments, LLC
N/A—6,391-6,391-100%$269.1K———
CSM Advisors, LLC
N/A—6,280-6,280-100%$265.0K———
Legato Capital Management LLC
N/A—6,061-6,061-100%$255.2K———
Pallas Capital Advisors LLC
N/A—5,763-5,763-100%$242.7K———
Osmosis Investment Management UK Ltd
N/A—5,752-5,752-100%$242.2K———
1832 Asset Management L.P.
N/A—5,485-5,485-100%$231.0K———
AE Wealth Management LLC
N/A—5,466-5,466-100%$230.1K———
Moneta Group Investment Advisors LLC
N/A—5,383-5,383-100%$226.7K———
Whetstone Capital Advisors, LLC
N/A—5,312-5,312-100%$223.7K———
Jaffetilchin Investment Partners, LLC
N/A—5,305-5,305-100%$223.4K———
Integrated Wealth Concepts LLC
N/A—5,288-5,288-100%$222.7K———
Ossiam
N/A—5,278-5,278-100%$222.3K———
Envestnet Portfolio Solutions, Inc.
N/A—5,254-5,254-100%$221.2K———
Calydon Capital
N/A—5,035-5,035-100%$212.0K———
M&T Bank Corp
N/A—4,985-4,985-100%$209.9K———
Vestcor Inc
N/A—4,543-4,543-100%$191.0K———
Storebrand Asset Management AS
N/A—4,520-4,520-100%$190.3K———
Global Retirement Partners, LLC
N/A—4,374-4,374-100%$184.2K———
Macquarie Group LTD
N/A—4,123-4,123-100%$173.6K———
Huntington National Bank
N/A—3,875-3,875-100%$163.2K———
Stelac Advisory Services LLC
N/A—3,590-3,590-100%$151.2K———
Hamilton Capital Partners Inc.
N/A—3,365-3,365-100%$141.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,312-3,312-100%$139.5K———
Atlantic Union Bankshares Corp
N/A—3,030-3,030-100%$127.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,397-2,397-100%$100.9K———
Aster Capital Management (Difc) Ltd
N/A—2,186-2,186-100%$92.1K———
Twin Tree Management, LP
N/A—1,985-1,985-100%$83.6K———
LOS Angeles Capital Management LLC
N/A—1,888-1,888-100%$79.5K———
FIL Ltd
N/A—1,737-1,737-100%$73.1K———
Bogart Wealth, LLC
N/A—1,587-1,587-100%$66.8K———
Ramirez Asset Management, Inc.
N/A—1,400-1,400-100%$59.0K———
Rothschild Investment LLC
N/A—1,394-1,394-100%$58.7K———
Keating Financial Advisory Services, Inc.
N/A—1,378-1,378-100%$58.0K———
Smartleaf Asset Management LLC
N/A—1,294-1,294-100%$52.4K———
CVA Family Office, LLC
N/A—1,230-1,230-100%$51.8K———
LRI Investments, LLC
N/A—1,218-1,218-100%$51.3K———
Allianz SE
N/A—1,090-1,090-100%$45.9K———
Bartlett & Co. Wealth Management LLC
N/A—811-811-100%$34.1K———
Cary Street Partners Investment Advisory LLC
N/A—722-722-100%$30.4K———
BOK Financial Private Wealth, Inc.
N/A—550-550-100%$23.2K———
EFG International AG
N/A—398-398-100%$16.8K———
S&T Bank
N/A—294-294-100%$12.4K———
BFC Planning, Inc.
N/A—290-290-100%$12.2K———
Edmond de Rothschild Holding S.A.
N/A—200-200-100%$8.4K———
Fiduciary Financial Advisors
N/A—151-151-100%$6.2K———
Colonial Trust Co / SC
N/A—144-144-100%$6.1K———
Glen Eagle Advisors, LLC
N/A—138-138-100%$5.8K———
Transamerica Financial Advisors, LLC
N/A—133-133-100%$5.6K———
Continuum Advisory, LLC
N/A—130-130-100%$5.5K———
Bruce G. Allen Investments, LLC
N/A—120-120-100%$5.1K———
Colonial Trust Advisors
N/A—100-100-100%$4.2K———
Quarry LP
N/A—86-86-100%$3.6K———
Caitlin John, LLC
N/A—83-83-100%$3.5K———
Synergy Investment Management, LLC
N/A—49-49-100%$2.2K———
Bravera Wealth
N/A—48-48-100%$2.0K———
SHP Wealth Management
N/A—48-48-100%$2.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—45-45-100%$1.9K———
JPL Wealth Management, LLC
N/A—45-45-100%$1.9K———
Manning & Napier Advisors LLC
N/A—44-44-100%$1.8K———
Marshall Investment Management, LLC
N/A—44-44-100%$1.9K———
Rialto Wealth Management, LLC
N/A—42-42-100%$1.8K———
Benson Wealth Management Inc
N/A—33-33-100%$1.4K———
HFM Investment Advisors, LLC
N/A—28-28-100%$1.2K———
Ameriflex Group, Inc.
N/A—25-25-100%$1.1K———
Raffa Wealth Management, LLC
N/A—23-23-100%$969———
Kilter Group LLC
N/A—21-21-100%$895———
1015 Capital Partners, LLC
N/A—16-16-100%$674———
Cornerstone Financial Management LLC
N/A—14-14-100%$590———
Proffitt & Goodson Inc
N/A—10-10-100%$10———
Prestige Wealth Management Group LLC
N/A—7-7-100%$295———
Seneschal Advisors, LLC
N/A—6-6-100%$253———
Crewe Advisors LLC
N/A—2-2-100%$85———
Erste Asset Management GmbH
N/A—00—$0———
Showing 626 of 626 institutions