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Casey's General Stores Inc (CASY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,141,167 from 1,084,171
Change+56,996 (+5%)
Value$706.3M (-$152.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares355,791 from 353,566
Change+2,225 (+1%)
Value$216.5M (-$64.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares326,080 from 335,571
Change-9,491 (-3%)
Value$198.4M (-$68.3M)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares140,458 from 115,449
Change+25,009 (+22%)
Value$85.5M (-$6.3M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares133,163 from 114,688
Change+18,475 (+16%)
Value$81.0M (-$10.1M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares133,067 from 132,505
Change+562 (+0%)
Value$80.4M (-$24.9M)
Filed 2026-11-05
William Blair Investment Management, LLC
DECREASED
Shares116,050 from 120,288
Change-4,238 (-4%)
Value$70.6M (-$25.0M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares102,906 from 116,497
Change-13,591 (-12%)
Value$62.6M (-$30.0M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares101,941 from 123,771
Change-21,830 (-18%)
Value$62.0M (-$36.3M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares94,651 from 67,699
Change+26,952 (+40%)
Value$57.6M (+$3.8M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares94,101 from 90,772
Change+3,329 (+4%)
Value$57.3M (-$14.9M)
Filed 2026-11-05
Congress Asset Management Co
DECREASED
Shares93,641 from 114,817
Change-21,176 (-18%)
Value$57.0M (-$34.3M)
Filed 2026-10-06
Amundi
DECREASED
Shares89,417 from 118,299
Change-28,882 (-24%)
Value$54.4M (-$39.6M)
Filed 2026-11-06
TimesSquare Capital Management, LLC
INCREASED
Shares84,864 from 75,574
Change+9,290 (+12%)
Value$51.6M (-$8.4M)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares75,209 from 76,557
Change-1,348 (-2%)
Value$45.8M (-$15.1M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares74,691 from 95,665
Change-20,974 (-22%)
Value$45.4M (-$30.6M)
Filed 2026-11-02
Eulav Asset Management
DECREASED
Shares72,186 from 91,849
Change-19,663 (-21%)
Value$43.9M (-$29.1M)
Filed 2026-10-23
Anchor Capital Advisors LLC
DECREASED
Shares70,636 from 72,247
Change-1,611 (-2%)
Value$43.0M (-$14.4M)
Filed 2026-11-05
Hennessy Advisors Inc
DECREASED
Shares67,400 from 69,500
Change-2,100 (-3%)
Value$41.0M (-$14.2M)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares67,162 from 69,205
Change-2,043 (-3%)
Value$40.9M (-$14.1M)
Filed 2026-11-04
Aberdeen Group plc
INCREASED
Shares55,065 from 42,875
Change+12,190 (+28%)
Value$33.5M (-$571.8K)
Filed 2026-11-06
JLB & Associates Inc
DECREASED
Shares49,810 from 50,435
Change-625 (-1%)
Value$39.6M (-$496.7K)
Filed 2026-10-27
Barclays PLC
DECREASED
Shares46,249 from 57,061
Change-10,812 (-19%)
Value$28.1M (-$17.2M)
Filed 2026-11-06
Carnegie Investment Counsel
INCREASED
Shares41,355 from 39,023
Change+2,332 (+6%)
Value$25.2M (-$5.9M)
Filed 2026-10-20
TrinityBridge Ltd
NEW
Shares40,350
Change+40,350
Value$24.6M
Filed 2026-10-30
Assenagon Asset Management S.A.
INCREASED
Shares36,272 from 19,562
Change+16,710 (+85%)
Value$22.1M (+$6.5M)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares33,281 from 26,945
Change+6,336 (+24%)
Value$20.3M (-$1.2M)
Filed 2026-10-22
Dillon & Associates Inc
INCREASED
Shares31,574 from 30,585
Change+989 (+3%)
Value$19.2M (-$5.1M)
Filed 2026-10-22
Illinois Municipal Retirement Fund
DECREASED
Shares31,342 from 34,673
Change-3,331 (-10%)
Value$19.1M (-$8.5M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares30,746 from 35,384
Change-4,638 (-13%)
Value$18.7M (-$9.4M)
Filed 2026-10-22
AGF Management LTD
INCREASED
Shares29,009 from 21,438
Change+7,571 (+35%)
Value$17.7M (+$612.1K)
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares27,611 from 26,726
Change+885 (+3%)
Value$16.8M (-$4.4M)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares27,452 from 12,513
Change+14,939 (+119%)
Value$16.7M (+$6.8M)
Filed 2026-11-05
Moran Wealth Management, LLC
DECREASED
Shares26,414 from 26,979
Change-565 (-2%)
Value$16.1M (-$5.4M)
Filed 2026-10-22
Evexia Wealth LLC
INCREASED
Shares25,475 from 20,164
Change+5,311 (+26%)
Value$17.9M (+$584.0K)
Filed 2026-11-05
Copeland Capital Management, LLC
DECREASED
Shares20,679 from 29,471
Change-8,792 (-30%)
Value$12.6M (-$10.8M)
Filed 2026-10-13
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares19,601 from 20,042
Change-441 (-2%)
Value$12.4M (-$3.8M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,970 from 17,900
Change+1,070 (+6%)
Value$11.5M (-$2.7M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares18,570 from 18,468
Change+102 (+1%)
Value$11.3M (-$3.4M)
Filed 2026-10-27
Pictet Asset Management Holding SA
INCREASED
Shares18,255 from 17,968
Change+287 (+2%)
Value$11.1M (-$3.2M)
Filed 2026-11-03
Torray Investment Partners LLC
INCREASED
Shares16,981 from 16,784
Change+197 (+1%)
Value$10.3M (-$3.0M)
Filed 2026-10-30
CWA Asset Management Group, LLC
DECREASED
Shares16,825 from 17,057
Change-232 (-1%)
Value$10.2M (-$3.3M)
Filed 2026-10-19
Riverbridge Partners LLC
INCREASED
Shares16,317 from 15,224
Change+1,093 (+7%)
Value$9.9M (-$2.2M)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares16,146 from 17,990
Change-1,844 (-10%)
Value$9.8M (-$4.5M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares15,353 from 13,488
Change+1,865 (+14%)
Value$9.3M (-$1.4M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares15,331 from 17,266
Change-1,935 (-11%)
Value$9.3M (-$4.4M)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares15,262 from 19,286
Change-4,024 (-21%)
Value$9.3M (-$6.0M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares15,120 from 14,593
Change+527 (+4%)
Value$9.2M (-$2.4M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares13,807 from 13,486
Change+321 (+2%)
Value$8.4M (-$2.3M)
Filed 2026-11-02
JAG Capital Management, LLC
DECREASED
Shares13,736 from 24,943
Change-11,207 (-45%)
Value$8.4M (-$11.5M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares13,587 from 14,832
Change-1,245 (-8%)
Value$8.3M (-$3.5M)
Filed 2026-11-02
Sterling Capital Management LLC
DECREASED
Shares13,145 from 15,460
Change-2,315 (-15%)
Value$8.0M (-$4.3M)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
INCREASED
Shares12,684 from 8,154
Change+4,530 (+56%)
Value$7.7M (+$1.2M)
Filed 2026-10-26
Greenwood Capital Associates LLC
INCREASED
Shares12,655 from 4,156
Change+8,499 (+205%)
Value$7.7M (+$4.4M)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares12,513 from 12,290
Change+223 (+2%)
Value$7.6M (-$2.2M)
Filed 2026-10-26
Exchange Traded Concepts, LLC
INCREASED
Shares12,423 from 1,910
Change+10,513 (+550%)
Value$7.6M (+$6.0M)
Filed 2026-10-28
Nykredit A/S
DECREASED
Shares12,199 from 14,432
Change-2,233 (-15%)
Value$7.4M (-$4.0M)
Filed 2026-11-06
CIBC Asset Management Inc
DECREASED
Shares12,191 from 12,251
Change-60 (0%)
Value$7.4M (-$2.3M)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
UNCHANGED
Shares11,899 from 11,899
Change0 (0%)
Value$7.2M (-$2.2M)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares11,689 from 11,804
Change-115 (-1%)
Value$7.1M (-$2.3M)
Filed 2026-10-15
Bath Savings Trust Co
INCREASED
Shares11,284 from 10,618
Change+666 (+6%)
Value$6.9M (-$1.6M)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,972 from 6,085
Change+4,887 (+80%)
Value$7.0M (+$2.1M)
Filed 2026-10-13
Inspire Investing, LLC
DECREASED
Shares10,930 from 12,383
Change-1,453 (-12%)
Value$6.7M (-$3.2M)
Filed 2026-10-22
Swiss Life Asset Management Ltd
INCREASED
Shares10,836 from 9,812
Change+1,024 (+10%)
Value$6.6M (-$1.2M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$6.6M (-$2.0M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares10,632 from 10,520
Change+112 (+1%)
Value$6.5M (-$1.9M)
Filed 2026-10-13
Nordwand Advisors, LLC
DECREASED
Shares10,569 from 10,594
Change-25 (0%)
Value$6.4M (-$2.0M)
Filed 2026-11-05
Fruth Investment Management
UNCHANGED
Shares10,137 from 10,137
Change0 (0%)
Value$6.2M (-$1.9M)
Filed 2026-10-13
Arizona State Retirement System
DECREASED
Shares10,107 from 10,597
Change-490 (-5%)
Value$6.1M (-$2.3M)
Filed 2026-11-03
Journey Advisory Group, LLC
INCREASED
Shares9,901 from 9,261
Change+640 (+7%)
Value$6.0M (-$1.3M)
Filed 2026-11-04
Cornerstone Advisors, LLC
NEW
Shares9,824
Change+9,824
Value$6.0M
Filed 2026-11-06
Fideuram Asset Management (Ireland) dac
INCREASED
Shares9,790 from 1,994
Change+7,796 (+391%)
Value$8.0M (+$6.3M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares9,779 from 4,368
Change+5,411 (+124%)
Value$6.0M (+$2.5M)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares9,748 from 9,516
Change+232 (+2%)
Value$5.9M (-$1.6M)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares9,660 from 10,002
Change-342 (-3%)
Value$5.9M (-$2.1M)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares9,631 from 9,146
Change+485 (+5%)
Value$5.9M (-$1.4M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares9,519 from 8,087
Change+1,432 (+18%)
Value$5.8M (-$635.5K)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares9,459 from 8,911
Change+548 (+6%)
Value$5.8M (+$5.7M)
Filed 2026-10-27
James Investment Research, Inc.
DECREASED
Shares9,419 from 9,492
Change-73 (-1%)
Value$5.7M (-$1.8M)
Filed 2026-10-22
State of Michigan Retirement System
DECREASED
Shares9,300 from 9,500
Change-200 (-2%)
Value$5.7M (-$1.9M)
Filed 2026-10-27
Raub Brock Capital Management LP
DECREASED
Shares9,279 from 14,630
Change-5,351 (-37%)
Value$5.6M (-$6.0M)
Filed 2026-10-21
IFM Investors Pty Ltd
INCREASED
Shares9,181 from 8,649
Change+532 (+6%)
Value$5.6M (-$1.3M)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares9,076 from 9,623
Change-547 (-6%)
Value$5.5M (-$2.1M)
Filed 2026-10-28
Wendell David Associates Inc
INCREASED
Shares8,501 from 8,416
Change+85 (+1%)
Value$5.2M (-$1.5M)
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares8,495 from 10,175
Change-1,680 (-17%)
Value$5.2M (-$2.9M)
Filed 2026-11-04
ICW Investment Advisors LLC
DECREASED
Shares8,458 from 8,578
Change-120 (-1%)
Value$5.1M (-$1.7M)
Filed 2026-10-27
Univest Financial Corp
DECREASED
Shares8,408 from 9,834
Change-1,426 (-14%)
Value$5.1M (-$2.7M)
Filed 2026-11-05
Robbins Farley
INCREASED
Shares8,356 from 6,855
Change+1,501 (+22%)
Value$5.1M (-$364.0K)
Filed 2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares8,176 from 8,163
Change+13 (+0%)
Value$5.0M (-$1.5M)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares7,962 from 7,771
Change+191 (+2%)
Value$4.8M (-$1.3M)
Filed 2026-10-29
Imc-Chicago, LLC
DECREASED
Shares7,943 from 8,928
Change-985 (-11%)
Value$4.8M (-$2.3M)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares7,917 from 8,011
Change-94 (-1%)
Value$4.8M (-$1.5M)
Filed 2026-10-13
Montag A & Associates Inc
INCREASED
Shares7,768 from 7,530
Change+238 (+3%)
Value$4.7M (-$1.3M)
Filed 2026-10-29
Retirement Systems of Alabama
DECREASED
Shares7,761 from 7,765
Change-4 (0%)
Value$4.7M (-$1.4M)
Filed 2026-11-04
Leeward Investments, LLC - MA
DECREASED
Shares7,542 from 7,619
Change-77 (-1%)
Value$4.6M (-$1.5M)
Filed 2026-10-23
Strs Ohio
DECREASED
Shares7,463 from 18,458
Change-10,995 (-60%)
Value$4.5M (-$10.1M)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares7,463 from 7,747
Change-284 (-4%)
Value$4.5M (-$1.6M)
Filed 2026-10-30
Daiwa Securities Group Inc.
DECREASED
Shares7,404 from 9,983
Change-2,579 (-26%)
Value$4.5M (-$3.4M)
Filed 2026-10-29
Avantax Planning Partners, Inc.
INCREASED
Shares7,194 from 7,176
Change+18 (+0%)
Value$4.4M (-$1.3M)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares7,115 from 7,251
Change-136 (-2%)
Value$4.3M (-$1.4M)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares7,107 from 27,255
Change-20,148 (-74%)
Value$4.4M (-$17.0M)
Filed 2026-10-16
Pittenger & Anderson Inc
INCREASED
Shares6,965 from 6,811
Change+154 (+2%)
Value$4.2M (-$1.2M)
Filed 2026-11-02
Savoir Faire Capital Management, L.P.
NEW
Shares6,900
Change+6,900
Value$4.2M
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares6,642 from 7,571
Change-929 (-12%)
Value$4.0M (-$2.0M)
Filed 2026-10-13
Premier Fund Managers Ltd
DECREASED
Shares6,519 from 10,181
Change-3,662 (-36%)
Value$3.9K (-$4.0K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares6,480 from 11,555
Change-5,075 (-44%)
Value$3.9M (-$5.2M)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares6,456 from 6,644
Change-188 (-3%)
Value$3.9M (-$1.4M)
Filed 2026-10-28
Security National Bank
INCREASED
Shares6,377 from 6,163
Change+214 (+3%)
Value$3.9M (-$1.0M)
Filed 2026-10-26
WD Rutherford LLC
DECREASED
Shares6,364 from 6,701
Change-337 (-5%)
Value$3.9M (-$1.5M)
Filed 2026-10-26
Eurizon Capital SGR S.p.A.
INCREASED
Shares6,346 from 3,819
Change+2,527 (+66%)
Value$3.9M (+$828.0K)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares6,321 from 5,790
Change+531 (+9%)
Value$3.8M (-$755.8K)
Filed 2026-11-04
Freedom Day Solutions, LLC
DECREASED
Shares6,242 from 6,402
Change-160 (-2%)
Value$3.8M (-$1.3M)
Filed 2026-10-20
CPC Advisors, LLC
DECREASED
Shares6,210 from 8,604
Change-2,394 (-28%)
Value$3.8M (-$3.1M)
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares6,194 from 2,913
Change+3,281 (+113%)
Value$3.8M (+$1.5M)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares6,048 from 6,379
Change-331 (-5%)
Value$3.7M (-$1.4M)
Filed 2026-10-06
Clifford Swan Investment Counsel LLC
DECREASED
Shares6,033 from 6,046
Change-13 (0%)
Value$3.7M (-$1.1M)
Filed 2026-11-05
Marks Group Wealth Management, Inc
DECREASED
Shares6,013 from 6,619
Change-606 (-9%)
Value$3.7M (-$1.6M)
Filed 2026-11-05
Pecaut & Co.
INCREASED
Shares5,937 from 2,600
Change+3,337 (+128%)
Value$3.6M (+$1.5M)
Filed 2026-10-27
Nilsine Partners, LLC
DECREASED
Shares5,894 from 5,912
Change-18 (0%)
Value$3.6M (-$1.1M)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares5,810 from 5,860
Change-50 (-1%)
Value$3.5M (-$1.1M)
Filed 2026-10-26
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED
Shares5,800 from 4,680
Change+1,120 (+24%)
Value$3.5M (-$190.5K)
Filed 2026-10-15
AIA Group Ltd
NEW
Shares5,700
Change+5,700
Value$3.5M
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares5,657 from 6,110
Change-453 (-7%)
Value$3.4M (-$1.4M)
Filed 2026-10-30
YHB Investment Advisors, Inc.
INCREASED
Shares5,406 from 4,966
Change+440 (+9%)
Value$3.3M (-$657.6K)
Filed 2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares5,372 from 5,246
Change+126 (+2%)
Value$3.3M (-$900.8K)
Filed 2026-10-20
Florida Trust Wealth Management Co
INCREASED
Shares5,335 from 2,973
Change+2,362 (+79%)
Value$3.2M (+$883.2K)
Filed 2026-11-05
Northwest Wealth Management, LLC
INCREASED
Shares5,305 from 5,296
Change+9 (+0%)
Value$3.2M (-$981.3K)
Filed 2026-10-30
New York Life Investment Management LLC
DECREASED
Shares5,167 from 5,180
Change-13 (0%)
Value$3.1M (-$973.1K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares4,964 from 4,849
Change+115 (+2%)
Value$3.0M (-$833.9K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares4,884 from 4,997
Change-113 (-2%)
Value$3.0M (-$999.8K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED
Shares4,812 from 4,833
Change-21 (0%)
Value$2.9M (-$913.1K)
Filed 2026-10-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares4,800 from 800
Change+4,000 (+500%)
Value$2.9M (+$2.3M)
Filed 2026-10-19
Integrity Alliance, Llc.
DECREASED
Shares4,757 from 8,476
Change-3,719 (-44%)
Value$2.9M (-$3.8M)
Filed 2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED
Shares4,695 from 4,655
Change+40 (+1%)
Value$2.9M (-$843.0K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares4,599 from 3,897
Change+702 (+18%)
Value$2.8M (-$299.0K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares4,586 from 4,168
Change+418 (+10%)
Value$2.8M (-$521.0K)
Filed 2026-10-26
Buckhead Capital Management LLC
DECREASED
Shares4,581 from 4,671
Change-90 (-2%)
Value$2.8M (-$925.1K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
UNCHANGED
Shares4,544 from 4,544
Change0 (0%)
Value$2.8M (-$846.7K)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares4,516 from 4,196
Change+320 (+8%)
Value$2.7M (-$587.1K)
Filed 2026-10-26
KBC Group NV
INCREASED
Shares4,481 from 3,539
Change+942 (+27%)
Value$2.7M (-$86.0K)
Filed 2026-10-22
Islay Capital Management, LLC
DECREASED
Shares4,456 from 4,462
Change-6 (0%)
Value$2.7M (-$835.1K)
Filed 2026-10-20
ASR Vermogensbeheer N.V.
INCREASED
Shares4,398 from 3,887
Change+511 (+13%)
Value$2.7M (-$413.1K)
Filed 2026-10-16
Promethium Advisors,llc
INCREASED
Shares4,174 from 4,055
Change+119 (+3%)
Value$2.5M (-$683.2K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares4,164
Change+4,164
Value$2.5M
Filed 2026-11-03
Shaker Investments LLC
DECREASED
Shares4,160 from 4,161
Change-1 (0%)
Value$2.5M (-$775.9K)
Filed 2026-11-05
Westover Capital Advisors, LLC
INCREASED
Shares4,118 from 3,803
Change+315 (+8%)
Value$2.5M (-$516.9K)
Filed 2026-10-26
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$2.4M (-$745.3K)
Filed 2026-10-30
Orser Capital Management, LLC
DECREASED
Shares3,975 from 4,023
Change-48 (-1%)
Value$2.4M (-$778.8K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares3,830 from 3,953
Change-123 (-3%)
Value$2.3M (-$811.4K)
Filed 2026-11-05
Taylor Frigon Capital Management LLC
NEW
Shares3,821
Change+3,821
Value$2.3M
Filed 2026-10-23
Mutual of America Capital Management LLC
DECREASED
Shares3,792 from 3,813
Change-21 (-1%)
Value$2.3M (-$723.3K)
Filed 2026-10-23
Duncker Streett & Co Inc
INCREASED
Shares3,722 from 3,635
Change+87 (+2%)
Value$2.3M (-$624.4K)
Filed 2026-10-27
LVM Capital Management LTD
DECREASED
Shares3,720 from 3,780
Change-60 (-2%)
Value$2.3M (-$740.5K)
Filed 2026-10-20
Iowa State Bank
INCREASED
Shares3,710 from 2,155
Change+1,555 (+72%)
Value$2.3M (+$544.6K)
Filed 2026-10-06
Fifth Third Wealth Advisors LLC
INCREASED
Shares3,651 from 2,311
Change+1,340 (+58%)
Value$2.2M (+$384.7K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED
Shares3,574 from 3,317
Change+257 (+8%)
Value$2.2M (-$461.7K)
Filed 2026-10-19
Leibman Financial Services, Inc.
DECREASED
Shares3,531 from 3,556
Change-25 (-1%)
Value$2.1M (-$677.4K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares3,502 from 3,511
Change-9 (0%)
Value$2.1M (-$659.7K)
Filed 2026-10-16
Money Concepts Capital Corp
INCREASED
Shares3,288 from 2,970
Change+318 (+11%)
Value$2.0M (-$359.6K)
Filed 2026-11-06
ABN Amro Investment Solutions
INCREASED
Shares3,267 from 3,099
Change+168 (+5%)
Value$2.0M (-$475.2K)
Filed 2026-10-21
First Merchants Corp
DECREASED
Shares3,218 from 3,375
Change-157 (-5%)
Value$2.0M (-$724.4K)
Filed 2026-10-15
Compass Financial Services Inc
DECREASED
Shares3,151 from 3,403
Change-252 (-7%)
Value$1.9M (-$787.0K)
Filed 2026-11-06
WealthPLAN Partners, LLC
DECREASED
Shares3,104 from 3,459
Change-355 (-10%)
Value$1.9M (-$860.1K)
Filed 2026-10-15
Burney Co/
DECREASED
Shares3,015 from 3,635
Change-620 (-17%)
Value$1.8M (-$1.1M)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares2,960 from 2,533
Change+427 (+17%)
Value$1.8M (-$212.8K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares2,955 from 2,999
Change-44 (-1%)
Value$1.8M (-$585.9K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares2,940 from 2,752
Change+188 (+7%)
Value$1.8M (-$398.4K)
Filed 2026-10-08
Ethic Inc.
DECREASED
Shares2,794 from 3,632
Change-838 (-23%)
Value$1.7M (-$1.2M)
Filed 2026-11-03
Yousif Capital Management, LLC
INCREASED
Shares2,638 from 2,531
Change+107 (+4%)
Value$1.6M (-$406.5K)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares2,616 from 2,107
Change+509 (+24%)
Value$1.6M (-$83.0K)
Filed 2026-11-05
Fire Capital Management LLC
INCREASED
Shares2,612 from 2,289
Change+323 (+14%)
Value$1.6M (-$230.0K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares2,600 from 2,704
Change-104 (-4%)
Value$1.7M (-$480.6K)
Filed 2026-10-20
UMB Bank, n.a.
DECREASED
Shares2,583 from 2,585
Change-2 (0%)
Value$1.6M (-$482.9K)
Filed 2026-11-06
Trueblood Wealth Management, LLC
DECREASED
Shares2,529 from 2,563
Change-34 (-1%)
Value$1.5M (-$497.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares2,493 from 2,418
Change+75 (+3%)
Value$1.5M (-$402.4K)
Filed 2026-10-08
Fjell Capital, LLC
INCREASED
Shares2,492 from 1,830
Change+662 (+36%)
Value$1.5M (+$61.8K)
Filed 2026-10-13
Wellington Grp LLC
INCREASED
Shares2,485 from 1,992
Change+493 (+25%)
Value$1.5M (-$71.2K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares2,442 from 2,446
Change-4 (0%)
Value$1.5M (-$458.1K)
Filed 2026-10-16
MCF Advisors LLC
DECREASED
Shares2,433 from 4,075
Change-1,642 (-40%)
Value$1.5M (-$1.8M)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares2,402 from 2,362
Change+40 (+2%)
Value$1.5M (-$415.7K)
Filed 2026-11-06
Burns J W & Co Inc
DECREASED
Shares2,330 from 2,460
Change-130 (-5%)
Value$1.4M (-$537.5K)
Filed 2026-10-20
Kenora Financial, LLC
DECREASED
Shares2,325 from 2,378
Change-53 (-2%)
Value$1.4M (-$475.3K)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares2,249 from 2,360
Change-111 (-5%)
Value$1.4M (-$507.4K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares2,215 from 1,988
Change+227 (+11%)
Value$1.3M (-$232.3K)
Filed 2026-11-05
Mokosak Advisory Group, LLC
INCREASED
Shares2,163 from 2,145
Change+18 (+1%)
Value$1.3M (-$387.3K)
Filed 2026-10-20
Simplex Trading, LLC
INCREASED
Shares2,129 from 362
Change+1,767 (+488%)
Value$1.3M (+$1.0M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares2,121 from 2,165
Change-44 (-2%)
Value$1.3M (-$430.1K)
Filed 2026-10-29
Aaron Wealth Advisors LLC
DECREASED
Shares2,113 from 2,199
Change-86 (-4%)
Value$1.3M (-$462.1K)
Filed 2026-10-13
West Financial Advisors, LLC
DECREASED
Shares2,081 from 2,136
Change-55 (-3%)
Value$1.3M (-$431.6K)
Filed 2026-10-22
Globalt Investments LLC / GA
DECREASED
Shares2,075 from 2,092
Change-17 (-1%)
Value$1.3M (-$400.1K)
Filed 2026-10-27
Grandview Asset Management LLC
DECREASED
Shares2,055 from 2,307
Change-252 (-11%)
Value$1.3M (-$601.0K)
Filed 2026-10-19
Ritholtz Wealth Management
DECREASED
Shares2,034 from 3,059
Change-1,025 (-34%)
Value$1.2M (-$1.2M)
Filed 2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$1.2M (-$376.6K)
Filed 2026-10-30
FIG Financial Advisory Services Inc
INCREASED
Shares2,019 from 1,745
Change+274 (+16%)
Value$1.2M (-$157.9K)
Filed 2026-10-07
Hartford Investment Management Co
DECREASED
Shares1,998 from 2,032
Change-34 (-2%)
Value$1.2M (-$399.3K)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares1,997 from 1,991
Change+6 (+0%)
Value$1.3M (-$353.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares1,997 from 1,991
Change+6 (+0%)
Value$1.3M (-$353.7K)
Filed 2026-10-20
Great Lakes Advisors, LLC
DECREASED
Shares1,980 from 3,426
Change-1,446 (-42%)
Value$1.2M (-$1.5M)
Filed 2026-11-06
City State Bank
INCREASED
Shares1,962 from 1,725
Change+237 (+14%)
Value$1.2M (-$177.2K)
Filed 2026-10-20
Keybank National Association
DECREASED
Shares1,922 from 2,117
Change-195 (-9%)
Value$1.2M (-$513.1K)
Filed 2026-11-04
Strategy Asset Managers LLC
INCREASED
Shares1,919 from 1,013
Change+906 (+89%)
Value$1.2M (+$362.5K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares1,912 from 1,958
Change-46 (-2%)
Value$1.2M (-$392.8K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares1,906 from 2,193
Change-287 (-13%)
Value$1.2M (-$583.2K)
Filed 2026-10-29
Clarity Asset Management, Inc.
DECREASED
Shares1,889 from 1,893
Change-4 (0%)
Value$1.1M (-$355.0K)
Filed 2026-10-14
New England Research & Management, Inc.
NEW
Shares1,875
Change+1,875
Value$1.1M
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,873 from 1,899
Change-26 (-1%)
Value$1.2M (-$329.0K)
Filed 2026-11-04
Retirement Guys Formula LLC
INCREASED
Shares1,861 from 1,536
Change+325 (+21%)
Value$1.1M (-$89.0K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares1,859 from 4,418
Change-2,559 (-58%)
Value$1.1M (-$2.4M)
Filed 2026-10-14
Louisiana State Employees Retirement System
DECREASED
Shares1,800 from 1,900
Change-100 (-5%)
Value$1.1M (-$414.9K)
Filed 2026-10-20
Busey Bank
DECREASED
Shares1,796 from 1,810
Change-14 (-1%)
Value$1.1M (-$345.8K)
Filed 2026-10-26
New Mexico Educational Retirement Board
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$1.1M (-$329.0K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares1,764 from 1,583
Change+181 (+11%)
Value$1.1M (-$184.8K)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,759 from 12,639
Change-10,880 (-86%)
Value$1.1M (-$9.0M)
Filed 2026-10-20
Arwa LLC
INCREASED
Shares1,750 from 1,568
Change+182 (+12%)
Value$1.1M (-$173.8K)
Filed 2026-10-21
Barden Capital Management, Inc.
DECREASED
Shares1,713 from 1,798
Change-85 (-5%)
Value$1.0M (-$386.7K)
Filed 2026-10-09
Capital Square, LLC
INCREASED
Shares1,685 from 1,092
Change+593 (+54%)
Value$1.0M (+$130.0K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares1,581 from 448
Change+1,133 (+253%)
Value$1.0M (+$648.2K)
Filed 2026-10-09
Woodmont Investment Counsel LLC
NEW
Shares1,572
Change+1,572
Value$956.5K
Filed 2026-10-29
Eukles Asset Management
INCREASED
Shares1,570 from 1,480
Change+90 (+6%)
Value$955.3K (-$221.0K)
Filed 2026-11-04
First Bank & Trust
INCREASED
Shares1,562 from 1,476
Change+86 (+6%)
Value$950.4K (-$222.7K)
Filed 2026-10-19
Evergreen Capital Management LLC
DECREASED
Shares1,539 from 1,605
Change-66 (-4%)
Value$936.4K (-$339.2K)
Filed 2026-10-23
Norden Group LLC
DECREASED
Shares1,528 from 1,794
Change-266 (-15%)
Value$929.9K (-$496.1K)
Filed 2026-10-20
Plato Investment Management Ltd
INCREASED
Shares1,521 from 865
Change+656 (+76%)
Value$929.1K (+$245.6K)
Filed 2026-11-05
OFI Invest Asset Management
INCREASED
Shares1,509 from 374
Change+1,135 (+303%)
Value$918.2K (+$620.9K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares1,493 from 1,273
Change+220 (+17%)
Value$908.3K (-$103.6K)
Filed 2026-10-22
Olistico Wealth, LLC
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$901.3K (-$276.0K)
Filed 2026-10-05
Jackson Creek Investment Advisors LLC
DECREASED
Shares1,480 from 2,039
Change-559 (-27%)
Value$901.0K (+$899.2K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares1,474 from 1,750
Change-276 (-16%)
Value$896.9K (-$494.1K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares1,452 from 1,424
Change+28 (+2%)
Value$1.2M (+$22.3K)
Filed 2026-11-06
Triasima Portfolio Management inc.
INCREASED
Shares1,442 from 1,303
Change+139 (+11%)
Value$877.4K (-$158.2K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares1,393 from 1,485
Change-92 (-6%)
Value$847.6K (-$332.7K)
Filed 2026-10-20
Gen-Wealth Partners Inc
INCREASED
Shares1,367 from 1,325
Change+42 (+3%)
Value$831.5K (-$221.5K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
NEW
Shares1,347
Change+1,347
Value$819.6K
Filed 2026-10-26
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares1,335 from 1,161
Change+174 (+15%)
Value$812.3K (-$110.5K)
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares1,331
Change+1,331
Value$809.7K
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares1,322 from 1,049
Change+273 (+26%)
Value$804.4K (-$29.3K)
Filed 2026-10-23
Contravisory Investment Management, Inc.
INCREASED
Shares1,321 from 1,215
Change+106 (+9%)
Value$803.8K (-$161.9K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares1,307 from 1,881
Change-574 (-31%)
Value$795.3K (-$699.7K)
Filed 2026-11-03
Sustainable Insight Capital Management, LLC
INCREASED
Shares1,280 from 760
Change+520 (+68%)
Value$778.8K (+$174.8K)
Filed 2026-11-06
Bokf, NA
INCREASED
Shares1,275 from 698
Change+577 (+83%)
Value$775.8K (+$221.0K)
Filed 2026-10-27
PFG Advisors
INCREASED
Shares1,256 from 659
Change+597 (+91%)
Value$764.2K (+$240.5K)
Filed 2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares1,250
Change+1,250
Value$760.6K
Filed 2026-11-04
Americana Partners, LLC
DECREASED
Shares1,203 from 1,213
Change-10 (-1%)
Value$732.0K (-$232.1K)
Filed 2026-10-28
Yorktown Management & Research Co Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$730.2K (-$223.6K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
INCREASED
Shares1,196 from 1,174
Change+22 (+2%)
Value$727.7K (-$234.8K)
Filed 2026-10-13
Independent Wealth Network Inc.
DECREASED
Shares1,191 from 1,323
Change-132 (-10%)
Value$724.5K (-$326.9K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares1,187 from 773
Change+414 (+54%)
Value$722.2K (+$107.9K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares1,176 from 1,587
Change-411 (-26%)
Value$822.4K (-$566.7K)
Filed 2026-10-27
First Nebraska Trust Co
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$713.1K (-$218.4K)
Filed 2026-10-30
Regions Financial Corp
INCREASED
Shares1,171 from 1,111
Change+60 (+5%)
Value$712.5K (-$170.5K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares1,157 from 1,167
Change-10 (-1%)
Value$704.0K (-$223.5K)
Filed 2026-11-03
Union Savings Bank
INCREASED
Shares1,154 from 978
Change+176 (+18%)
Value$702.1K (-$75.1K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,144 from 914
Change+230 (+25%)
Value$696.1K (-$30.3K)
Filed 2026-10-27
North Dakota State Investment Board
INCREASED
Shares1,129 from 1,100
Change+29 (+3%)
Value$687.0K (-$187.3K)
Filed 2026-10-27
Motley Fool Asset Management LLC
INCREASED
Shares1,119 from 1,050
Change+69 (+7%)
Value$680.9K (-$153.7K)
Filed 2026-10-27
Redmond Asset Management, LLC
DECREASED
Shares1,104 from 3,480
Change-2,376 (-68%)
Value$671.7K (-$2.1M)
Filed 2026-10-27
Paradigm Asset Management Co LLC
DECREASED
Shares1,100 from 1,200
Change-100 (-8%)
Value$669.3K (-$284.4K)
Filed 2026-11-05
Moody National Bank Trust Division
INCREASED
Shares1,096 from 1,013
Change+83 (+8%)
Value$666.9K (-$138.3K)
Filed 2026-10-06
AdvisorNet Financial, Inc
INCREASED
Shares1,085 from 888
Change+197 (+22%)
Value$709.2K (+$3.4K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares1,084 from 1,414
Change-330 (-23%)
Value$659.6K (-$464.4K)
Filed 2026-10-29
Greenleaf Trust
DECREASED
Shares1,007 from 1,061
Change-54 (-5%)
Value$612.7K (-$230.6K)
Filed 2026-10-29
Securian Asset Management, Inc
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$612.7K (-$252.4K)
Filed 2026-11-06
Compound Planning, Inc.
DECREASED
Shares995 from 1,196
Change-201 (-17%)
Value$605.2K (-$345.0K)
Filed 2026-11-05
Net Worth Advisory Group
DECREASED
Shares994 from 1,028
Change-34 (-3%)
Value$615.8K (-$201.4K)
Filed 2026-10-20
Versant Capital Management, Inc
DECREASED
Shares986 from 1,098
Change-112 (-10%)
Value$599.9K (-$272.7K)
Filed 2026-10-02
Dynamic Financial Group
DECREASED
Shares986 from 1,005
Change-19 (-2%)
Value$600.0K (-$199.1K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares984 from 130
Change+854 (+657%)
Value$598.8K (+$495.4K)
Filed 2026-11-04
Praxis Investment Management Inc
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$598.0K (-$183.0K)
Filed 2026-11-03
Quantum Financial Partners LLC
DECREASED
Shares951 from 966
Change-15 (-2%)
Value$578.9K (-$188.8K)
Filed 2026-10-19
Kesler, Norman & Wride, LLC
NEW
Shares946
Change+946
Value$575.6K
Filed 2026-11-06
Arthur M. Cohen & Associates, LLC
INCREASED
Shares945 from 919
Change+26 (+3%)
Value$575.0K (-$155.4K)
Filed 2026-10-26
Heritage Investment Group, Inc.
DECREASED
Shares935 from 936
Change-1 (0%)
Value$568.9K (-$175.0K)
Filed 2026-11-03
RIA Advisory Group LLC
DECREASED
Shares929 from 960
Change-31 (-3%)
Value$565.0K (-$198.3K)
Filed 2026-10-15
Chicago Trust Co NA
DECREASED
Shares928 from 941
Change-13 (-1%)
Value$564.7K (-$183.2K)
Filed 2026-10-28
Oarsman Capital, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$562.8K (-$172.4K)
Filed 2026-11-05
OAK Ridge Investments LLC
DECREASED
Shares917 from 1,391
Change-474 (-34%)
Value$558.0K (-$547.6K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares905 from 938
Change-33 (-4%)
Value$550.9K (-$194.9K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
NEW
Shares887
Change+887
Value$540.0K
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares887 from 651
Change+236 (+36%)
Value$539.6K (+$22.4K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares886 from 849
Change+37 (+4%)
Value$538.9K (-$135.5K)
Filed 2026-11-05
LexAurum Advisors, LLC
INCREASED
Shares879 from 777
Change+102 (+13%)
Value$534.6K (-$82.9K)
Filed 2026-10-19
Baker Avenue Asset Management, LP
DECREASED
Shares879 from 974
Change-95 (-10%)
Value$534.8K (-$239.3K)
Filed 2026-11-06
Kornitzer Capital Management Inc
NEW
Shares875
Change+875
Value$532.4K
Filed 2026-11-03
Walker Asset Management, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$532.4K (-$163.0K)
Filed 2026-10-13
Portside Wealth Group, LLC
DECREASED
Shares870 from 1,142
Change-272 (-24%)
Value$529.4K (-$378.3K)
Filed 2026-10-20
Tributary Capital Management, LLC
DECREASED
Shares847 from 1,269
Change-422 (-33%)
Value$515.4K (-$493.2K)
Filed 2026-10-28
First Citizens Bank & Trust Co
DECREASED
Shares815 from 956
Change-141 (-15%)
Value$495.9K (-$263.9K)
Filed 2026-10-14
Moody Aldrich Partners LLC
INCREASED
Shares795 from 301
Change+494 (+164%)
Value$483.7K (+$244.5K)
Filed 2026-10-27
Signaturefd, LLC
DECREASED
Shares795 from 833
Change-38 (-5%)
Value$483.8K (-$178.3K)
Filed 2026-10-23
Mitchell Sinkler & Starr
INCREASED
Shares795 from 774
Change+21 (+3%)
Value$483.7K (-$131.4K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares792 from 788
Change+4 (+1%)
Value$481.8K (-$144.4K)
Filed 2026-10-23
SteelPeak Wealth, LLC
INCREASED
Shares783 from 380
Change+403 (+106%)
Value$476.4K (+$174.4K)
Filed 2026-10-16
Cascade Investment Group, Inc.
INCREASED
Shares775 from 726
Change+49 (+7%)
Value$471.6K (-$105.5K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares753 from 758
Change-5 (-1%)
Value$510.3K (-$139.2K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares752 from 777
Change-25 (-3%)
Value$457.6K (-$160.0K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares751 from 743
Change+8 (+1%)
Value$457.0K (-$133.6K)
Filed 2026-10-22
Kavar Capital Partners Group, LLC
INCREASED
Shares742 from 359
Change+383 (+107%)
Value$451.5K (+$166.1K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares720 from 688
Change+32 (+5%)
Value$455.9K (-$96.2K)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares711 from 676
Change+35 (+5%)
Value$432.6K (-$104.3K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares710 from 740
Change-30 (-4%)
Value$431.8K (-$156.2K)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$428.4K (-$131.2K)
Filed 2026-10-21
Welch Group, LLC
INCREASED
Shares700 from 300
Change+400 (+133%)
Value$425.9K (+$187.5K)
Filed 2026-10-29
Fortem Financial Group, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$425.9K (-$130.4K)
Filed 2026-10-20
V-Square Quantitative Management LLC
INCREASED
Shares698 from 483
Change+215 (+45%)
Value$424.7K (+$40.8K)
Filed 2026-10-15
Hardworking Capital Advisors, LLC
INCREASED
Shares679 from 510
Change+169 (+33%)
Value$413.1K (+$7.8K)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares674
Change+674
Value$410.1K
Filed 2026-11-04
Abel Hall, LLC
INCREASED
Shares670 from 666
Change+4 (+1%)
Value$407.8K (-$121.7K)
Filed 2026-10-19
Certuity, LLC
DECREASED
Shares665 from 676
Change-11 (-2%)
Value$404.5K (-$132.8K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares662
Change+662
Value$402.8K
Filed 2026-10-19
Cynosure Group, LLC
DECREASED
Shares660 from 884
Change-224 (-25%)
Value$401.6K (-$301.0K)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
NEW
Shares658
Change+658
Value$400.4K
Filed 2026-11-03
World Equity Group, Inc.
DECREASED
Shares657 from 683
Change-26 (-4%)
Value$399.4K (-$142.6K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED
Shares649 from 676
Change-27 (-4%)
Value$394.9K (-$142.4K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares644 from 536
Change+108 (+20%)
Value$392.0K (-$34.2K)
Filed 2026-10-21
RDA Financial Network
DECREASED
Shares624 from 639
Change-15 (-2%)
Value$379.7K (-$128.2K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares606 from 589
Change+17 (+3%)
Value$368.7K (-$99.4K)
Filed 2026-10-28
Tannin Capital LLC
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$358.4K (-$109.7K)
Filed 2026-11-05
Fulton Bank, N.A.
DECREASED
Shares583 from 708
Change-125 (-18%)
Value$354.7K (-$208.0K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares574 from 561
Change+13 (+2%)
Value$349.3K (-$96.6K)
Filed 2026-11-04
ANB Bank
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$348.6K (-$106.8K)
Filed 2026-10-09
Verus Capital Partners, LLC
INCREASED
Shares572 from 527
Change+45 (+9%)
Value$348.0K (-$70.8K)
Filed 2026-11-03
Cookson Peirce & Co Inc
DECREASED
Shares568 from 19,508
Change-18,940 (-97%)
Value$345.7K (-$15.2M)
Filed 2026-10-30
Allen Capital Group, LLC
DECREASED
Shares563 from 606
Change-43 (-7%)
Value$342.6K (-$139.1K)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares561 from 570
Change-9 (-2%)
Value$341.6K (-$111.5K)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
NEW
Shares555
Change+555
Value$337.7K
Filed 2026-10-15
Gateway Investment Advisers LLC
DECREASED
Shares549 from 595
Change-46 (-8%)
Value$334.1K (-$138.9K)
Filed 2026-10-13
BankChampaign, National Association
DECREASED
Shares548 from 601
Change-53 (-9%)
Value$333.4K (-$144.2K)
Filed 2026-10-19
Tema Etfs LLC
INCREASED
Shares547 from 397
Change+150 (+38%)
Value$332.8K (+$17.3K)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares546 from 555
Change-9 (-2%)
Value$332.2K (-$108.9K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares545 from 568
Change-23 (-4%)
Value$331.6K (-$119.8K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares543 from 566
Change-23 (-4%)
Value$330.4K (-$119.4K)
Filed 2026-10-08
Stonebridge Financial Group, LLC
INCREASED
Shares535 from 515
Change+20 (+4%)
Value$325.5K (-$83.8K)
Filed 2026-10-01
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares526 from 516
Change+10 (+2%)
Value$320.1K (-$90.1K)
Filed 2026-10-15
Accel Wealth Management
INCREASED
Shares522 from 498
Change+24 (+5%)
Value$317.8K (-$78.2K)
Filed 2026-10-13
Sepio Capital, LP
DECREASED
Shares509 from 870
Change-361 (-41%)
Value$309.7K (-$381.8K)
Filed 2026-10-22
Ellsworth Advisors, LLC
INCREASED
Shares508 from 394
Change+114 (+29%)
Value$309.1K (-$9.4K)
Filed 2026-10-15
Fairvoy Private Wealth, LLC
DECREASED
Shares505 from 1,482
Change-977 (-66%)
Value$307.3K (-$870.6K)
Filed 2026-10-19
Trust Co of Oklahoma
DECREASED
Shares504 from 750
Change-246 (-33%)
Value$306.7K (-$289.4K)
Filed 2026-10-15
Midwest Heritage Bank, FSB
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$306.6K (-$93.8K)
Filed 2026-10-26
Gibbs Wealth Management
DECREASED
Shares501 from 521
Change-20 (-4%)
Value$304.9K (-$109.3K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares494 from 505
Change-11 (-2%)
Value$300.6K (-$100.8K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares494 from 488
Change+6 (+1%)
Value$300.6K (-$87.3K)
Filed 2026-11-02
BNC Wealth Management, LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$300.6K (-$92.0K)
Filed 2026-10-19
McLean Asset Management Corp
DECREASED
Shares488 from 493
Change-5 (-1%)
Value$336.7K (-$93.0K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares487 from 479
Change+8 (+2%)
Value$296.3K (-$84.4K)
Filed 2026-10-20
Simon Quick Advisors, LLC
INCREASED
Shares487 from 479
Change+8 (+2%)
Value$296.4K (-$84.3K)
Filed 2026-10-26
StrongBox Wealth, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$292.7K (-$89.6K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares475 from 477
Change-2 (0%)
Value$289.0K (-$90.1K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares473 from 557
Change-84 (-15%)
Value$287.4K (-$154.9K)
Filed 2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$287.2K (-$87.9K)
Filed 2026-10-15
Legacy Financial Strategies, LLC
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$285.4K (-$87.4K)
Filed 2026-10-15
PDS Planning, Inc
DECREASED
Shares468 from 477
Change-9 (-2%)
Value$284.8K (-$94.4K)
Filed 2026-11-03
Interchange Capital Partners, LLC
DECREASED
Shares461 from 491
Change-30 (-6%)
Value$280.5K (-$109.7K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares455 from 430
Change+25 (+6%)
Value$276.9K (-$64.9K)
Filed 2026-11-04
United Community Bank
INCREASED
Shares449 from 255
Change+194 (+76%)
Value$273.2K (+$70.5K)
Filed 2026-10-28
First Citizens Financial Corp
INCREASED
Shares449 from 389
Change+60 (+15%)
Value$273.2K (-$36.0K)
Filed 2026-10-02
Profund Advisors LLC
DECREASED
Shares445 from 480
Change-35 (-7%)
Value$270.8K (-$110.7K)
Filed 2026-10-29
Titleist Asset Management, LLC
DECREASED
Shares443 from 482
Change-39 (-8%)
Value$269.6K (-$113.2K)
Filed 2026-10-08
Steph & Co
DECREASED
Shares426 from 494
Change-68 (-14%)
Value$259.2K (-$133.4K)
Filed 2026-10-07
GC Wealth Management RIA, LLC
DECREASED
Shares425 from 521
Change-96 (-18%)
Value$258.6K (-$155.5K)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares421 from 353
Change+68 (+19%)
Value$256.2K (-$24.4K)
Filed 2026-10-27
International Assets Investment Management, LLC
DECREASED
Shares420 from 630
Change-210 (-33%)
Value$260.4K (-$233.6K)
Filed 2026-11-02
Jefferies Financial Group Inc.
DECREASED
Shares404 from 19,016
Change-18,612 (-98%)
Value$245.8K (-$14.9M)
Filed 2026-11-05
Curran Financial Partners, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$243.4K (-$74.5K)
Filed 2026-11-04
Renasant Bank
INCREASED
Shares398 from 369
Change+29 (+8%)
Value$242.2K (-$51.1K)
Filed 2026-11-05
OP Asset Management Ltd
DECREASED
Shares397 from 611
Change-214 (-35%)
Value$241.6K (-$244.1K)
Filed 2026-11-05
Farmers & Merchants Investments Inc
INCREASED
Shares395 from 393
Change+2 (+1%)
Value$240.3K (-$72.0K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares390 from 339
Change+51 (+15%)
Value$237.3K (-$32.1K)
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares385 from 179
Change+206 (+115%)
Value$234.3K (+$92.0K)
Filed 2026-10-13
Washington Trust Co
DECREASED
Shares385 from 390
Change-5 (-1%)
Value$234.3K (-$75.7K)
Filed 2026-10-22
Luts & Greenleigh Group, Inc.
NEW
Shares383
Change+383
Value$233.0K
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares381 from 457
Change-76 (-17%)
Value$231.8K (-$131.4K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
DECREASED
Shares380 from 384
Change-4 (-1%)
Value$231.3K (-$73.9K)
Filed 2026-10-20
Lincoln Capital LLC
INCREASED
Shares375 from 366
Change+9 (+2%)
Value$228.5K (-$62.1K)
Filed 2026-10-09
Advisory Advocates, LLC
DECREASED
Shares373 from 483
Change-110 (-23%)
Value$227.0K (-$156.9K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$225.7K (-$69.1K)
Filed 2026-11-04
Miller Financial Services LLC
NEW
Shares366
Change+366
Value$222.7K
Filed 2026-10-20
Sound Income Strategies, LLC
NEW
Shares357
Change+357
Value$229.3K
Filed 2026-10-09
Foronjy Financial LLC
INCREASED
Shares356 from 297
Change+59 (+20%)
Value$216.5K (-$19.2K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
NEW
Shares355
Change+355
Value$216.0K
Filed 2026-11-06
Kestra Investment Management, LLC
NEW
Shares352
Change+352
Value$214.0K
Filed 2026-11-04
Autumn Glory Partners, LLC
INCREASED
Shares351 from 320
Change+31 (+10%)
Value$213.6K (-$40.8K)
Filed 2026-10-26
Brighton Jones LLC
DECREASED
Shares348 from 412
Change-64 (-16%)
Value$211.8K (-$115.7K)
Filed 2026-11-03
Prosperitas Financial LLC
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$211.0K (-$64.6K)
Filed 2026-10-28
Cigna Investments Inc
DECREASED
Shares345 from 360
Change-15 (-4%)
Value$210.0K (-$77.0K)
Filed 2026-10-19
HBK Sorce Advisory LLC
DECREASED
Shares344 from 363
Change-19 (-5%)
Value$237.2K (-$72.4K)
Filed 2026-11-06
Boyer Financial Services, Inc.
NEW
Shares339
Change+339
Value$206.3K
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares339 from 335
Change+4 (+1%)
Value$206.5K (-$59.9K)
Filed 2026-11-03
Quad-Cities Investment Group, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$206.3K (-$63.0K)
Filed 2026-10-16
Searcy Financial Services Inc
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$205.1K (-$62.8K)
Filed 2026-10-07
Wolff Financial Management LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$204.1K (-$62.5K)
Filed 2026-10-23
Natixis
DECREASED
Shares324 from 3,904
Change-3,580 (-92%)
Value$197.1K (-$2.9M)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$194.7K (-$59.6K)
Filed 2026-11-05
SevenBridge Financial Group, LLC
DECREASED
Shares307 from 4,919
Change-4,612 (-94%)
Value$210.2K (-$3.9M)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
INCREASED
Shares305 from 303
Change+2 (+1%)
Value$185.6K (-$55.2K)
Filed 2026-10-21
Country Trust Bank
INCREASED
Shares301 from 300
Change+1 (+0%)
Value$183.1K (-$55.3K)
Filed 2026-10-30
Signature Equity Partners, LLC
DECREASED
Shares300 from 302
Change-2 (-1%)
Value$182.7K (-$57.5K)
Filed 2026-10-29
Adirondack Trust Co
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$164.3K (-$50.3K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW
Shares248
Change+248
Value$150.9K
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares248 from 244
Change+4 (+2%)
Value$150.9K (-$43.0K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares241 from 137
Change+104 (+76%)
Value$146.4K (+$37.5K)
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$144.8K (-$44.3K)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares227 from 253
Change-26 (-10%)
Value$138.1K (-$63.0K)
Filed 2026-10-26
Centerpoint Advisors, LLC
INCREASED
Shares220 from 8
Change+212 (+2650%)
Value$134.0K (+$134.0K)
Filed 2026-11-05
Prudent Man Investment Management, Inc.
DECREASED
Shares210 from 260
Change-50 (-19%)
Value$127.8K (-$15.9K)
Filed 2026-11-03
Generali Asset Management SPA SGR
INCREASED
Shares207 from 96
Change+111 (+116%)
Value$126.0K (+$49.7K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares205
Change+205
Value$124.7K
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares201 from 188
Change+13 (+7%)
Value$122.3K (-$27.1K)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$115.0K (-$35.2K)
Filed 2026-10-19
Legacy Bridge, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$104.0K (-$31.9K)
Filed 2026-10-28
SBI Securities Co., Ltd.
INCREASED
Shares159 from 105
Change+54 (+51%)
Value$96.7K (+$13.3K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
DECREASED
Shares151 from 171
Change-20 (-12%)
Value$91.9K (-$44.0K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares149
Change+149
Value$90.7K
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares145 from 50
Change+95 (+190%)
Value$88.2K (+$48.5K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares142 from 80
Change+62 (+78%)
Value$87 (-$63.9K)
Filed 2026-10-02
University of Texas S AM Investment Management Co
INCREASED
Shares127 from 67
Change+60 (+90%)
Value$77.3K (+$24.0K)
Filed 2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares120 from 160
Change-40 (-25%)
Value$73.0K (-$54.1K)
Filed 2026-10-21
Manchester Capital Management LLC
INCREASED
Shares113 from 4
Change+109 (+2725%)
Value$68.8K (+$65.6K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares107 from 40
Change+67 (+168%)
Value$64.5K (+$32.7K)
Filed 2026-11-06
Cornerstone National Bank & Trust Co
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$65.0K (-$17.3K)
Filed 2026-10-20
Bank & Trust Co
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$63.3K (-$19.4K)
Filed 2026-10-07
Highline Wealth Partners LLC
INCREASED
Shares100 from 85
Change+15 (+18%)
Value$60.8K (-$6.7K)
Filed 2026-10-19
Kennebec Savings Bank
INCREASED
Shares99 from 87
Change+12 (+14%)
Value$60.2K (-$8.9K)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$54.8K (-$16.8K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
DECREASED
Shares88 from 89
Change-1 (-1%)
Value$53.5K (-$17.2K)
Filed 2026-11-03
Elyxium Wealth, LLC
NEW
Shares84
Change+84
Value$51.1K
Filed 2026-10-27
Yankcom Partnership
DECREASED
Shares82 from 87
Change-5 (-6%)
Value$49.9K (-$19.3K)
Filed 2026-10-15
Ninety One UK Ltd
NEW
Shares80
Change+80
Value$48.7K
Filed 2026-10-15
Western Pacific Wealth Management, LP
INCREASED
Shares74 from 71
Change+3 (+4%)
Value$45.0K (-$11.4K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares73 from 327
Change-254 (-78%)
Value$44.4K (-$215.5K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares73 from 46
Change+27 (+59%)
Value$44.4K (+$7.9K)
Filed 2026-10-14
NBH Bank
INCREASED
Shares73 from 60
Change+13 (+22%)
Value$44.4K (-$3.3K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares67 from 42
Change+25 (+60%)
Value$40.8K (+$7.4K)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares66 from 58
Change+8 (+14%)
Value$40.6K (-$5.5K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares66 from 72
Change-6 (-8%)
Value$40.2K (-$17.1K)
Filed 2026-10-05
WPG Advisers, LLC
INCREASED
Shares66 from 65
Change+1 (+2%)
Value$40.2K (-$11.5K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares59
Change+59
Value$35.6K
Filed 2026-10-09
Zions Bancorporation, National Association
INCREASED
Shares55 from 50
Change+5 (+10%)
Value$33.5K (-$6.3K)
Filed 2026-11-06
True Wealth Design, LLC
DECREASED
Shares55 from 59
Change-4 (-7%)
Value$33.5K (-$13.4K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares55 from 56
Change-1 (-2%)
Value$33.6K (-$11.0K)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares48
Change+48
Value$29
Filed 2026-10-02
Raiffeisen Bank International AG
NEW
Shares41
Change+41
Value$24.6K
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares41 from 45
Change-4 (-9%)
Value$24.9K (-$10.8K)
Filed 2026-10-23
Bell Investment Advisors, Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$24.9K (-$7.6K)
Filed 2026-10-29
Retirement Wealth Solutions LLC
INCREASED
Shares35 from 11
Change+24 (+218%)
Value$21.3K (+$12.5K)
Filed 2026-10-07
Ascentis Wealth Management, LLC
NEW
Shares32
Change+32
Value$19.5K
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$18.9K (-$5.8K)
Filed 2026-10-19
Fortitude Family Office, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$18.3K (-$5.6K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$18.3K (-$5.6K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares29 from 30
Change-1 (-3%)
Value$17.7K (-$6.2K)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$17.6K (-$5.4K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares27 from 25
Change+2 (+8%)
Value$16.4K (-$3.4K)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$16.4K (-$5.0K)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares26
Change+26
Value$16.0K
Filed 2026-10-27
Leonteq Securities AG
NEW
Shares24
Change+24
Value$14.6K
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares24
Change+24
Value$14.6K
Filed 2026-10-30
Capital Advisors, Ltd. LLC
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$13 (-$4)
Filed 2026-10-27
First Community Trust NA
INCREASED
Shares20 from 15
Change+5 (+33%)
Value$12.2K (+$247)
Filed 2026-10-07
Elevation Wealth Partners, LLC
DECREASED
Shares18 from 29
Change-11 (-38%)
Value$11.0K (-$12.1K)
Filed 2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$11.0K (-$3.4K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$11 (-$4.0K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$11.3K (-$2.1K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares15 from 13
Change+2 (+15%)
Value$9.1K (-$1.2K)
Filed 2026-11-05
Bayforest Capital Ltd
NEW
Shares14
Change+14
Value$8.5K
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares14
Change+14
Value$8.3K
Filed 2026-10-27
Rakuten Securities, Inc.
INCREASED
Shares14 from 1
Change+13 (+1300%)
Value$8.5K (+$7.7K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares13 from 5
Change+8 (+160%)
Value$7.9K (+$3.9K)
Filed 2026-10-16
Valued Wealth Advisors LLC
DECREASED
Shares13 from 21
Change-8 (-38%)
Value$7.9K (-$8.8K)
Filed 2026-11-05
SJS Investment Consulting Inc.
DECREASED
Shares13 from 14
Change-1 (-7%)
Value$7.9K (-$3.2K)
Filed 2026-10-26
Covestor Ltd
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$8 (-$3)
Filed 2026-10-30
First Command Advisory Services, Inc.
INCREASED
Shares12 from 6
Change+6 (+100%)
Value$7.3K (+$2.5K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares12 from 7
Change+5 (+71%)
Value$7.3K (+$1.7K)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares12 from 10
Change+2 (+20%)
Value$7.3K (-$646)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$7 (-$3)
Filed 2026-10-23
Marquette Asset Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$7.3K (-$2.2K)
Filed 2026-10-09
Peterson Wealth Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$6.7K (-$2.0K)
Filed 2026-11-06
Markowski Investments
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$6.7K (-$2.1K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares10 from 1
Change+9 (+900%)
Value$6.1K (+$5.3K)
Filed 2026-10-28
GoalVest Advisory LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.1K (-$1.9K)
Filed 2026-10-02
Concord Wealth Partners
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.1K (-$1.9K)
Filed 2026-11-02
IMG Wealth Management, Inc.
NEW
Shares9
Change+9
Value$5.5K
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares9 from 6
Change+3 (+50%)
Value$5.5K (+$707)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$5.5K (-$1.7K)
Filed 2026-10-16
Cromwell Holdings LLC
DECREASED
Shares7 from 12
Change-5 (-42%)
Value$4.3K (-$5.3K)
Filed 2026-10-28
Addison Advisors LLC
DECREASED
Shares7 from 10
Change-3 (-30%)
Value$4.3K (-$3.7K)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED
Shares7 from 10
Change-3 (-30%)
Value$4.3K (-$3.7K)
Filed 2026-11-03
Hughes Financial Services, LLC
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$4.7K (+$770)
Filed 2026-10-30
West Paces Advisors Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$4.3K (-$1.3K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$3.7K (-$1.9K)
Filed 2026-10-20
Avion Wealth
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$3 (-$2)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares5 from 675
Change-670 (-99%)
Value$3.0K (-$554.2K)
Filed 2026-10-30
North Star Investment Management Corp.
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$3.0K (-$1.7K)
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.0K (-$932)
Filed 2026-10-15
Trust Co of Vermont
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.0K (-$932)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.0K (-$932)
Filed 2026-10-16
Aventus Investment Advisors, Inc.
NEW
Shares4
Change+4
Value$2.4K
Filed 2026-10-09
Bare Financial Services, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (-$745)
Filed 2026-11-04
William B. Walkup & Associates, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (-$745)
Filed 2026-11-05
1620 Investment Advisors, Inc.
NEW
Shares3
Change+3
Value$1.8K
Filed 2026-11-04
Physician Wealth Advisors, Inc.
DECREASED
Shares3 from 6
Change-3 (-50%)
Value$1.8K (-$2.9K)
Filed 2026-10-20
Atwood & Palmer Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (-$559)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (-$559)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (-$559)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (-$528)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
NEW
Shares2
Change+2
Value$1.2K
Filed 2026-10-30
Aspect Partners, LLC
NEW
Shares2
Change+2
Value$1.2K
Filed 2026-10-20
Clark Wealth Partners
NEW
Shares2
Change+2
Value$1.2K
Filed 2026-10-19
Sawyer & Company, Inc
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$1.2K (+$422)
Filed 2026-10-21
Planning Strategies Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.2K (-$373)
Filed 2026-10-02
High Note Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.2K (-$373)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.2K (-$373)
Filed 2026-10-23
Tradewinds Capital Management, LLC
NEW
Shares1
Change+1
Value$609
Filed 2026-10-23
Maseco LLP
NEW
Shares1
Change+1
Value$609
Filed 2026-10-27
Armstrong Advisory Group, Inc
NEW
Shares1
Change+1
Value$609
Filed 2026-10-09
Align Financial, LLC
NEW
Shares1
Change+1
Value$608
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares1 from 21
Change-20 (-95%)
Value$608 (-$16.1K)
Filed 2026-10-14
American Capital Advisory, LLC
DECREASED
Shares1 from 4
Change-3 (-75%)
Value$609 (-$2.6K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$608 (-$982)
Filed 2026-10-13
Trust Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$608 (-$187)
Filed 2026-10-09
Kentucky Trust Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$608 (-$187)
Filed 2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$609 (-$186)
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$609 (-$186)
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$608 (-$187)
Filed 2026-10-13
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$609 (-$186)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$609 (-$186)
Filed 2026-10-15
Wedge Capital Management L L P
CLOSED
Shares0 from 43,872
Change-43,872 (-100%)
Value$0 (-$34.9M)
Filed 2026-10-13
Sawgrass Asset Management LLC
CLOSED
Shares0 from 12,685
Change-12,685 (-100%)
Value$0 (-$10.1M)
Filed 2026-11-03
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 9,237
Change-9,237 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-16
Monument Capital Management
CLOSED
Shares0 from 7,270
Change-7,270 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-09
Fulcrum Asset Management LLP
CLOSED
Shares0 from 5,974
Change-5,974 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-04
Oak Thistle LLC
CLOSED
Shares0 from 5,357
Change-5,357 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 4,441
Change-4,441 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-05
Genus Capital Management Inc.
CLOSED
Shares0 from 4,340
Change-4,340 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-04
Donoghue Forlines LLC
CLOSED
Shares0 from 3,290
Change-3,290 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 2,798
Change-2,798 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-05
Bailard, Inc.
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 2,239
Change-2,239 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-14
Henshaw Capital LLC
CLOSED
Shares0 from 2,180
Change-2,180 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
JSF Financial, LLC
CLOSED
Shares0 from 2,151
Change-2,151 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-22
Machina Capital S.A.S.
CLOSED
Shares0 from 1,934
Change-1,934 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Fortis Group Advisors, LLC
CLOSED
Shares0 from 1,431
Change-1,431 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 1,114
Change-1,114 (-100%)
Value$0 (-$885.4K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$751.1K)
Filed 2026-10-29
Independent Financial Group, LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$747.1K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 863
Change-863 (-100%)
Value$0 (-$685.6K)
Filed 2026-10-26
Transcendent Capital Group LLC
CLOSED
Shares0 from 823
Change-823 (-100%)
Value$0 (-$654.1K)
Filed 2026-10-28
Pinnacle Associates LTD
CLOSED
Shares0 from 651
Change-651 (-100%)
Value$0 (-$517.4K)
Filed 2026-10-20
Clarus Wealth Advisors
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$533.7K)
Filed 2026-10-13
Nfsg Corp
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$475.3K)
Filed 2026-10-15
WBI Investments, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$469.7K)
Filed 2026-11-05
Midwest Financial Partners Investments, Inc.
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$441.1K)
Filed 2026-10-08
Frank, Rimerman Advisors LLC
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$355.3K)
Filed 2026-10-16
Prospera Financial Services Inc
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$346.5K)
Filed 2026-11-04
Trust Point Inc.
CLOSED
Shares0 from 401
Change-401 (-100%)
Value$0 (-$318.7K)
Filed 2026-10-27
SkyOak Wealth, LLC
CLOSED
Shares0 from 394
Change-394 (-100%)
Value$0 (-$313.1K)
Filed 2026-10-28
Everhart Financial Group, Inc.
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$290.9K)
Filed 2026-10-08
Catalyst Financial Partners LLC
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$289.3K)
Filed 2026-11-06
Vaughan David Investments LLC
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$281.0K)
Filed 2026-11-05
R Squared Ltd
CLOSED
Shares0 from 352
Change-352 (-100%)
Value$0 (-$279.8K)
Filed 2026-11-06
Greenspring Advisors, LLC
CLOSED
Shares0 from 346
Change-346 (-100%)
Value$0 (-$275.2K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$269.8K)
Filed 2026-10-21
Citizens Financial Group Inc
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-23
Equitable Trust Co
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$259.9K)
Filed 2026-10-13
Mission Wealth Management, LP
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$258.3K)
Filed 2026-10-15
Peachtree Investment Partners, LLC
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$257.4K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-22
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$251.9K)
Filed 2026-11-02
Royal Fund Management, LLC
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$251.2K)
Filed 2026-10-22
Allen Investment Management, LLC
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$250.4K)
Filed 2026-11-03
Seelaus Asset Management LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-14
Cordatus Wealth Management LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-19
Asset Allocation Strategies LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$236.1K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$232.0K)
Filed 2026-11-02
Quantum Financial Advisors, LLC
CLOSED
Shares0 from 291
Change-291 (-100%)
Value$0 (-$231.7K)
Filed 2026-11-03
TriaGen Wealth Management LLC
CLOSED
Shares0 from 291
Change-291 (-100%)
Value$0 (-$231.3K)
Filed 2026-10-14
Alternative Investment Advisors, Llc.
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$230.5K)
Filed 2026-11-03
Simplicity Wealth,LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$226.5K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-21
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-26
Syverson Strege & Co
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$221.1K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 276
Change-276 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-19
Emprise Bank
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-07
West Bancorporation Inc
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-29
Ted Buchan & Co
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-23
American State Bank (Iowa)
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$215.4K)
Filed 2026-11-03
Obermeyer Wealth Partners
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-21
Aprio Wealth Management, LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-29
Five Oceans Advisors
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-22
Personal CFO Solutions, LLC
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-06
Cidel Asset Management Inc
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$93.8K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$61.2K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$65.2K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$41.3K)
Filed 2026-10-26
Sims Investment Management, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$40.5K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$24.2K)
Filed 2026-11-06
BankPlus Trust Department
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$14.3K)
Filed 2026-11-06
Evolution Wealth Management Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-28
Arlington Trust Co LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-20
WestEnd Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-27
Summit Securities Group LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-07
Financial Consulate, Inc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-23
Kelleher Financial Advisors
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-30
Towne Trust Company, N.a
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-28
Whipplewood Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-20
Chilton Capital Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$795)
Filed 2026-10-28
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$795)
Filed 2026-10-15
DecisionPoint Financial, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$785)
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares0 from 6
Change-6 (-100%)
Value$83 (-$4.8K)
Filed 2026-10-28
Arvest Investments, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.9M (-$575.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 3,472,484
Change-3,472,484 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,414,717
Change-2,414,717 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,821,453
Change-1,821,453 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,758,816
Change-1,758,816 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 834,437
Change-834,437 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 810,594
Change-810,594 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 773,636
Change-773,636 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 636,693
Change-636,693 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 633,245
Change-633,245 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 602,136
Change-602,136 (-100%)
Value—
FMR LLC
N/A
Shares— from 591,494
Change-591,494 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 587,084
Change-587,084 (-100%)
Value—
Norges Bank
N/A
Shares— from 495,789
Change-495,789 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 426,104
Change-426,104 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 418,908
Change-418,908 (-100%)
Value—
Capital World Investors
N/A
Shares— from 415,156
Change-415,156 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 377,854
Change-377,854 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 365,843
Change-365,843 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 363,245
Change-363,245 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 359,583
Change-359,583 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 354,650
Change-354,650 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 350,285
Change-350,285 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 346,876
Change-346,876 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 321,454
Change-321,454 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 317,988
Change-317,988 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 310,752
Change-310,752 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 213,943
Change-213,943 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 211,819
Change-211,819 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 209,186
Change-209,186 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 174,007
Change-174,007 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 166,665
Change-166,665 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 165,653
Change-165,653 (-100%)
Value—
UBS Group AG
N/A
Shares— from 161,857
Change-161,857 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 155,740
Change-155,740 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 149,583
Change-149,583 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 149,509
Change-149,509 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 140,222
Change-140,222 (-100%)
Value—
Man Group plc
N/A
Shares— from 138,999
Change-138,999 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 134,465
Change-134,465 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 126,911
Change-126,911 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 123,196
Change-123,196 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 119,745
Change-119,745 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 114,695
Change-114,695 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 114,634
Change-114,634 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 111,405
Change-111,405 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 104,247
Change-104,247 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 97,670
Change-97,670 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 97,266
Change-97,266 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 94,002
Change-94,002 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 91,125
Change-91,125 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 86,324
Change-86,324 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 81,835
Change-81,835 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 77,341
Change-77,341 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 77,077
Change-77,077 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 76,442
Change-76,442 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 71,036
Change-71,036 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 70,503
Change-70,503 (-100%)
Value—
National Pension Service
N/A
Shares— from 67,466
Change-67,466 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 63,695
Change-63,695 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 63,415
Change-63,415 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 61,404
Change-61,404 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 61,287
Change-61,287 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 60,597
Change-60,597 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 60,089
Change-60,089 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 57,932
Change-57,932 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 53,369
Change-53,369 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 52,185
Change-52,185 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 50,723
Change-50,723 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 50,262
Change-50,262 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 48,057
Change-48,057 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 45,396
Change-45,396 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 43,272
Change-43,272 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 40,014
Change-40,014 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 37,619
Change-37,619 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 36,311
Change-36,311 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 35,860
Change-35,860 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 35,755
Change-35,755 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 34,665
Change-34,665 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 34,536
Change-34,536 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 33,415
Change-33,415 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 32,900
Change-32,900 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 32,425
Change-32,425 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 31,235
Change-31,235 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 30,334
Change-30,334 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 29,940
Change-29,940 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 29,735
Change-29,735 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 29,509
Change-29,509 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 29,046
Change-29,046 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,501
Change-28,501 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 28,375
Change-28,375 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,118
Change-27,118 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 26,673
Change-26,673 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,419
Change-26,419 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 25,795
Change-25,795 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 25,434
Change-25,434 (-100%)
Value—
Aviva PLC
N/A
Shares— from 25,077
Change-25,077 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 25,014
Change-25,014 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 24,909
Change-24,909 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,797
Change-24,797 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 24,618
Change-24,618 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 24,325
Change-24,325 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 23,031
Change-23,031 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,287
Change-22,287 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 21,590
Change-21,590 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 21,059
Change-21,059 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 20,935
Change-20,935 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 20,155
Change-20,155 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 19,726
Change-19,726 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 19,008
Change-19,008 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 18,979
Change-18,979 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 18,449
Change-18,449 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 18,266
Change-18,266 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 18,181
Change-18,181 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 18,066
Change-18,066 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 17,909
Change-17,909 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 17,678
Change-17,678 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 17,109
Change-17,109 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,085
Change-17,085 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 16,748
Change-16,748 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,953
Change-15,953 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 15,839
Change-15,839 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 15,709
Change-15,709 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 15,662
Change-15,662 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 15,473
Change-15,473 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 15,367
Change-15,367 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 15,176
Change-15,176 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 15,121
Change-15,121 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,869
Change-14,869 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 14,747
Change-14,747 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,448
Change-14,448 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 13,961
Change-13,961 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 13,346
Change-13,346 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,591
Change-12,591 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,414
Change-12,414 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 12,340
Change-12,340 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 12,258
Change-12,258 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 11,406
Change-11,406 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 11,246
Change-11,246 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 11,039
Change-11,039 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,893
Change-10,893 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,231
Change-10,231 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,737
Change-9,737 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,688
Change-9,688 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 9,553
Change-9,553 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 9,296
Change-9,296 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,164
Change-9,164 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,528
Change-8,528 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 8,423
Change-8,423 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 8,130
Change-8,130 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 7,960
Change-7,960 (-100%)
Value—
Speece Thorson Capital Group Inc
N/A
Shares— from 7,947
Change-7,947 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 7,809
Change-7,809 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,783
Change-7,783 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,772
Change-7,772 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,238
Change-6,238 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
&partners
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,512
Change-5,512 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
ING Groep NV
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Allstate Corp
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,677
Change-3,677 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Dockside LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 980
Change-980 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 977
Change-977 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 952
Change-952 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 952
Change-952 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 940
Change-940 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 851
Change-851 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 843
Change-843 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 826
Change-826 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 809
Change-809 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 806
Change-806 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 800
Change-800 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 782
Change-782 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 765
Change-765 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 756
Change-756 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 751
Change-751 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 738
Change-738 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Stephens Inc
N/A
Shares— from 710
Change-710 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 699
Change-699 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 697
Change-697 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 682
Change-682 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 680
Change-680 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 678
Change-678 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 644
Change-644 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 631
Change-631 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 621
Change-621 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Quarry LP
N/A
Shares— from 603
Change-603 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 598
Change-598 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 588
Change-588 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 554
Change-554 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
FIL Ltd
N/A
Shares— from 538
Change-538 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Optas, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 477
Change-477 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 457
Change-457 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 457
Change-457 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 441
Change-441 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 425
Change-425 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 419
Change-419 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Orchard Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 392
Change-392 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 386
Change-386 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 376
Change-376 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 372
Change-372 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 365
Change-365 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 352
Change-352 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 340
Change-340 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 339
Change-339 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 301
Change-301 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 298
Change-298 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 290
Change-290 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 283
Change-283 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 272
Change-272 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 229
Change-229 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 150
Change-150 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 117
Change-117 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
EFG International AG
N/A
Shares— from 66
Change-66 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 65
Change-65 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 53
Change-53 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 52
Change-52 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 40
Change-40 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 34
Change-34 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 8
Change-8 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2
Change-2 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Motco
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,141,1671,084,171+56,996+5%$858.6M$706.3M-$152.3M2026-11-06
Bank of New York Mellon Corp
INCREASED355,791353,566+2,225+1%$281.0M$216.5M-$64.5M2026-11-05
Dimensional Fund Advisors LP
DECREASED326,080335,571-9,491-3%$266.7M$198.4M-$68.3M2026-11-04
Vontobel Holding Ltd.
INCREASED140,458115,449+25,009+22%$91.8M$85.5M-$6.3M2026-10-16
LPL Financial LLC
INCREASED133,163114,688+18,475+16%$91.2M$81.0M-$10.1M2026-11-06
Thrivent Financial for Lutherans
INCREASED133,067132,505+562+0%$105.3M$80.4M-$24.9M2026-11-05
William Blair Investment Management, LLC
DECREASED116,050120,288-4,238-4%$95.6M$70.6M-$25.0M2026-11-06
Deutsche Bank Ag\
DECREASED102,906116,497-13,591-12%$92.6M$62.6M-$30.0M2026-11-06
PNC Financial Services Group, Inc.
DECREASED101,941123,771-21,830-18%$98.4M$62.0M-$36.3M2026-11-06
Russell Investments Group, Ltd.
INCREASED94,65167,699+26,952+40%$53.7M$57.6M+$3.8M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED94,10190,772+3,329+4%$72.1M$57.3M-$14.9M2026-11-05
Congress Asset Management Co
DECREASED93,641114,817-21,176-18%$91.3M$57.0M-$34.3M2026-10-06
Amundi
DECREASED89,417118,299-28,882-24%$94.0M$54.4M-$39.6M2026-11-06
TimesSquare Capital Management, LLC
INCREASED84,86475,574+9,290+12%$60.1M$51.6M-$8.4M2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED75,20976,557-1,348-2%$60.8M$45.8M-$15.1M2026-10-29
Principal Financial Group Inc
DECREASED74,69195,665-20,974-22%$76.0M$45.4M-$30.6M2026-11-02
Eulav Asset Management
DECREASED72,18691,849-19,663-21%$73.0M$43.9M-$29.1M2026-10-23
Anchor Capital Advisors LLC
DECREASED70,63672,247-1,611-2%$57.4M$43.0M-$14.4M2026-11-05
Hennessy Advisors Inc
DECREASED67,40069,500-2,100-3%$55.2M$41.0M-$14.2M2026-10-28
Citigroup Inc
DECREASED67,16269,205-2,043-3%$55.0M$40.9M-$14.1M2026-11-04
Aberdeen Group plc
INCREASED55,06542,875+12,190+28%$34.1M$33.5M-$571.8K2026-11-06
JLB & Associates Inc
DECREASED49,81050,435-625-1%$40.1M$39.6M-$496.7K2026-10-27
Barclays PLC
DECREASED46,24957,061-10,812-19%$45.4M$28.1M-$17.2M2026-11-06
Carnegie Investment Counsel
INCREASED41,35539,023+2,332+6%$31.0M$25.2M-$5.9M2026-10-20
TrinityBridge Ltd
NEW40,350—+40,350——$24.6M—2026-10-30
Assenagon Asset Management S.A.
INCREASED36,27219,562+16,710+85%$15.5M$22.1M+$6.5M2026-10-15
Midwest Trust Co
INCREASED33,28126,945+6,336+24%$21.4M$20.3M-$1.2M2026-10-22
Dillon & Associates Inc
INCREASED31,57430,585+989+3%$24.3M$19.2M-$5.1M2026-10-22
Illinois Municipal Retirement Fund
DECREASED31,34234,673-3,331-10%$27.6M$19.1M-$8.5M2026-11-05
New York State Teachers Retirement System
DECREASED30,74635,384-4,638-13%$28.1M$18.7M-$9.4M2026-10-22
AGF Management LTD
INCREASED29,00921,438+7,571+35%$17.0M$17.7M+$612.1K2026-11-03
Smith Salley Wealth Management
INCREASED27,61126,726+885+3%$21.2M$16.8M-$4.4M2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED27,45212,513+14,939+119%$9.9M$16.7M+$6.8M2026-11-05
Moran Wealth Management, LLC
DECREASED26,41426,979-565-2%$21.4M$16.1M-$5.4M2026-10-22
Evexia Wealth LLC
INCREASED25,47520,164+5,311+26%$17.3M$17.9M+$584.0K2026-11-05
Copeland Capital Management, LLC
DECREASED20,67929,471-8,792-30%$23.4M$12.6M-$10.8M2026-10-13
Arkfeld Wealth Strategies, L.L.C.
DECREASED19,60120,042-441-2%$16.2M$12.4M-$3.8M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED18,97017,900+1,070+6%$14.2M$11.5M-$2.7M2026-11-02
Asset Management One Co., Ltd.
INCREASED18,57018,468+102+1%$14.7M$11.3M-$3.4M2026-10-27
Pictet Asset Management Holding SA
INCREASED18,25517,968+287+2%$14.3M$11.1M-$3.2M2026-11-03
Torray Investment Partners LLC
INCREASED16,98116,784+197+1%$13.3M$10.3M-$3.0M2026-10-30
CWA Asset Management Group, LLC
DECREASED16,82517,057-232-1%$13.6M$10.2M-$3.3M2026-10-19
Riverbridge Partners LLC
INCREASED16,31715,224+1,093+7%$12.1M$9.9M-$2.2M2026-11-05
WealthPlan Investment Management, LLC
DECREASED16,14617,990-1,844-10%$14.3M$9.8M-$4.5M2026-10-15
Kestra Advisory Services, LLC
INCREASED15,35313,488+1,865+14%$10.7M$9.3M-$1.4M2026-11-02
Assetmark, Inc
DECREASED15,33117,266-1,935-11%$13.7M$9.3M-$4.4M2026-10-21
Fifth Third Bancorp
DECREASED15,26219,286-4,024-21%$15.3M$9.3M-$6.0M2026-11-05
MacKenzie Financial Corp
INCREASED15,12014,593+527+4%$11.6M$9.2M-$2.4M2026-11-02
Commonwealth Equity Services, LLC
INCREASED13,80713,486+321+2%$10.7M$8.4M-$2.3M2026-11-02
JAG Capital Management, LLC
DECREASED13,73624,943-11,207-45%$19.8M$8.4M-$11.5M2026-11-06
Creative Planning
DECREASED13,58714,832-1,245-8%$11.8M$8.3M-$3.5M2026-11-02
Sterling Capital Management LLC
DECREASED13,14515,460-2,315-15%$12.3M$8.0M-$4.3M2026-10-22
Penobscot Investment Management Company, Inc.
INCREASED12,6848,154+4,530+56%$6.5M$7.7M+$1.2M2026-10-26
Greenwood Capital Associates LLC
INCREASED12,6554,156+8,499+205%$3.3M$7.7M+$4.4M2026-10-27
Oppenheimer & Co Inc
INCREASED12,51312,290+223+2%$9.8M$7.6M-$2.2M2026-10-26
Exchange Traded Concepts, LLC
INCREASED12,4231,910+10,513+550%$1.5M$7.6M+$6.0M2026-10-28
Nykredit A/S
DECREASED12,19914,432-2,233-15%$11.5M$7.4M-$4.0M2026-11-06
CIBC Asset Management Inc
DECREASED12,19112,251-600%$9.7M$7.4M-$2.3M2026-11-05
State of New Jersey Common Pension Fund D
UNCHANGED11,89911,89900%$9.5M$7.2M-$2.2M2026-11-05
State of Alaska, Department of Revenue
DECREASED11,68911,804-115-1%$9.4M$7.1M-$2.3M2026-10-15
Bath Savings Trust Co
INCREASED11,28410,618+666+6%$8.4M$6.9M-$1.6M2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED10,9726,085+4,887+80%$5.0M$7.0M+$2.1M2026-10-13
Inspire Investing, LLC
DECREASED10,93012,383-1,453-12%$9.8M$6.7M-$3.2M2026-10-22
Swiss Life Asset Management Ltd
INCREASED10,8369,812+1,024+10%$7.8M$6.6M-$1.2M2026-11-03
Mn Services Vermogensbeheer B.V.
UNCHANGED10,80010,80000%$8.6M$6.6M-$2.0M2026-10-08
Czech National Bank
INCREASED10,63210,520+112+1%$8.4M$6.5M-$1.9M2026-10-13
Nordwand Advisors, LLC
DECREASED10,56910,594-250%$8.4M$6.4M-$2.0M2026-11-05
Fruth Investment Management
UNCHANGED10,13710,13700%$8.1M$6.2M-$1.9M2026-10-13
Arizona State Retirement System
DECREASED10,10710,597-490-5%$8.4M$6.1M-$2.3M2026-11-03
Journey Advisory Group, LLC
INCREASED9,9019,261+640+7%$7.4M$6.0M-$1.3M2026-11-04
Cornerstone Advisors, LLC
NEW9,824—+9,824——$6.0M—2026-11-06
Fideuram Asset Management (Ireland) dac
INCREASED9,7901,994+7,796+391%$1.7M$8.0M+$6.3M2026-10-29
Concurrent Investment Advisors, LLC
INCREASED9,7794,368+5,411+124%$3.5M$6.0M+$2.5M2026-10-16
Nations Financial Group Inc,
INCREASED9,7489,516+232+2%$7.6M$5.9M-$1.6M2026-11-05
Moors & Cabot, Inc.
DECREASED9,66010,002-342-3%$7.9M$5.9M-$2.1M2026-11-06
Xponance LLC
INCREASED9,6319,146+485+5%$7.3M$5.9M-$1.4M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED9,5198,087+1,432+18%$6.4M$5.8M-$635.5K2026-11-03
DekaBank Deutsche Girozentrale
INCREASED9,4598,911+548+6%$6.3K$5.8M+$5.7M2026-10-27
James Investment Research, Inc.
DECREASED9,4199,492-73-1%$7.5M$5.7M-$1.8M2026-10-22
State of Michigan Retirement System
DECREASED9,3009,500-200-2%$7.6M$5.7M-$1.9M2026-10-27
Raub Brock Capital Management LP
DECREASED9,27914,630-5,351-37%$11.6M$5.6M-$6.0M2026-10-21
IFM Investors Pty Ltd
INCREASED9,1818,649+532+6%$6.9M$5.6M-$1.3M2026-10-14
MGO One Seven LLC
DECREASED9,0769,623-547-6%$7.6M$5.5M-$2.1M2026-10-28
Wendell David Associates Inc
INCREASED8,5018,416+85+1%$6.7M$5.2M-$1.5M2026-10-27
Lido Advisors, LLC
DECREASED8,49510,175-1,680-17%$8.1M$5.2M-$2.9M2026-11-04
ICW Investment Advisors LLC
DECREASED8,4588,578-120-1%$6.8M$5.1M-$1.7M2026-10-27
Univest Financial Corp
DECREASED8,4089,834-1,426-14%$7.8M$5.1M-$2.7M2026-11-05
Robbins Farley
INCREASED8,3566,855+1,501+22%$5.4M$5.1M-$364.0K2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED8,1768,163+13+0%$6.5M$5.0M-$1.5M2026-11-03
ProShare Advisors LLC
INCREASED7,9627,771+191+2%$6.2M$4.8M-$1.3M2026-10-29
Imc-Chicago, LLC
DECREASED7,9438,928-985-11%$7.1M$4.8M-$2.3M2026-11-05
Foster Group, Inc.
DECREASED7,9178,011-94-1%$6.4M$4.8M-$1.5M2026-10-13
Montag A & Associates Inc
INCREASED7,7687,530+238+3%$6.0M$4.7M-$1.3M2026-10-29
Retirement Systems of Alabama
DECREASED7,7617,765-40%$6.2M$4.7M-$1.4M2026-11-04
Leeward Investments, LLC - MA
DECREASED7,5427,619-77-1%$6.1M$4.6M-$1.5M2026-10-23
Strs Ohio
DECREASED7,46318,458-10,995-60%$14.7M$4.5M-$10.1M2026-10-30
Spire Wealth Management
DECREASED7,4637,747-284-4%$6.2M$4.5M-$1.6M2026-10-30
Daiwa Securities Group Inc.
DECREASED7,4049,983-2,579-26%$7.9M$4.5M-$3.4M2026-10-29
Avantax Planning Partners, Inc.
INCREASED7,1947,176+18+0%$5.7M$4.4M-$1.3M2026-11-03
Amalgamated Bank
DECREASED7,1157,251-136-2%$5.8M$4.3M-$1.4M2026-10-23
TD Waterhouse Canada Inc.
DECREASED7,10727,255-20,148-74%$21.4M$4.4M-$17.0M2026-10-16
Pittenger & Anderson Inc
INCREASED6,9656,811+154+2%$5.4M$4.2M-$1.2M2026-11-02
Savoir Faire Capital Management, L.P.
NEW6,900—+6,900——$4.2M—2026-11-03
Fiduciary Alliance LLC
DECREASED6,6427,571-929-12%$6.0M$4.0M-$2.0M2026-10-13
Premier Fund Managers Ltd
DECREASED6,51910,181-3,662-36%$7.9K$3.9K-$4.0K2026-11-02
Nisa Investment Advisors, LLC
DECREASED6,48011,555-5,075-44%$9.2M$3.9M-$5.2M2026-10-20
D.A. Davidson & Co.
DECREASED6,4566,644-188-3%$5.3M$3.9M-$1.4M2026-10-28
Security National Bank
INCREASED6,3776,163+214+3%$4.9M$3.9M-$1.0M2026-10-26
WD Rutherford LLC
DECREASED6,3646,701-337-5%$5.3M$3.9M-$1.5M2026-10-26
Eurizon Capital SGR S.p.A.
INCREASED6,3463,819+2,527+66%$3.0M$3.9M+$828.0K2026-11-06
Neos Investment Management LLC
INCREASED6,3215,790+531+9%$4.6M$3.8M-$755.8K2026-11-04
Freedom Day Solutions, LLC
DECREASED6,2426,402-160-2%$5.1M$3.8M-$1.3M2026-10-20
CPC Advisors, LLC
DECREASED6,2108,604-2,394-28%$6.8M$3.8M-$3.1M2026-10-21
Y-Intercept (Hong Kong) Ltd
INCREASED6,1942,913+3,281+113%$2.3M$3.8M+$1.5M2026-10-16
Bank of New Hampshire
DECREASED6,0486,379-331-5%$5.1M$3.7M-$1.4M2026-10-06
Clifford Swan Investment Counsel LLC
DECREASED6,0336,046-130%$4.8M$3.7M-$1.1M2026-11-05
Marks Group Wealth Management, Inc
DECREASED6,0136,619-606-9%$5.3M$3.7M-$1.6M2026-11-05
Pecaut & Co.
INCREASED5,9372,600+3,337+128%$2.1M$3.6M+$1.5M2026-10-27
Nilsine Partners, LLC
DECREASED5,8945,912-180%$4.7M$3.6M-$1.1M2026-11-02
Highland Capital Management, LLC
DECREASED5,8105,860-50-1%$4.7M$3.5M-$1.1M2026-10-26
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED5,8004,680+1,120+24%$3.7M$3.5M-$190.5K2026-10-15
AIA Group Ltd
NEW5,700—+5,700——$3.5M—2026-10-30
Truist Financial Corp
DECREASED5,6576,110-453-7%$4.9M$3.4M-$1.4M2026-10-30
YHB Investment Advisors, Inc.
INCREASED5,4064,966+440+9%$3.9M$3.3M-$657.6K2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED5,3725,246+126+2%$4.2M$3.3M-$900.8K2026-10-20
Florida Trust Wealth Management Co
INCREASED5,3352,973+2,362+79%$2.4M$3.2M+$883.2K2026-11-05
Northwest Wealth Management, LLC
INCREASED5,3055,296+9+0%$4.2M$3.2M-$981.3K2026-10-30
New York Life Investment Management LLC
DECREASED5,1675,180-130%$4.1M$3.1M-$973.1K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED4,9644,849+115+2%$3.9M$3.0M-$833.9K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED4,8844,997-113-2%$4.0M$3.0M-$999.8K2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED4,8124,833-210%$3.8M$2.9M-$913.1K2026-10-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED4,800800+4,000+500%$635.8K$2.9M+$2.3M2026-10-19
Integrity Alliance, Llc.
DECREASED4,7578,476-3,719-44%$6.7M$2.9M-$3.8M2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED4,6954,655+40+1%$3.7M$2.9M-$843.0K2026-10-28
Atria Investments, Inc
INCREASED4,5993,897+702+18%$3.1M$2.8M-$299.0K2026-10-15
Park Avenue Securities LLC
INCREASED4,5864,168+418+10%$3.3M$2.8M-$521.0K2026-10-26
Buckhead Capital Management LLC
DECREASED4,5814,671-90-2%$3.7M$2.8M-$925.1K2026-11-03
Oregon Public Employees Retirement Fund
UNCHANGED4,5444,54400%$3.6M$2.8M-$846.7K2026-10-30
UniSuper Management Pty Ltd
INCREASED4,5164,196+320+8%$3.3M$2.7M-$587.1K2026-10-26
KBC Group NV
INCREASED4,4813,539+942+27%$2.8M$2.7M-$86.0K2026-10-22
Islay Capital Management, LLC
DECREASED4,4564,462-60%$3.5M$2.7M-$835.1K2026-10-20
ASR Vermogensbeheer N.V.
INCREASED4,3983,887+511+13%$3.1M$2.7M-$413.1K2026-10-16
Promethium Advisors,llc
INCREASED4,1744,055+119+3%$3.2M$2.5M-$683.2K2026-10-19
Ascentis Independent Advisors
NEW4,164—+4,164——$2.5M—2026-11-03
Shaker Investments LLC
DECREASED4,1604,161-10%$3.3M$2.5M-$775.9K2026-11-05
Westover Capital Advisors, LLC
INCREASED4,1183,803+315+8%$3.0M$2.5M-$516.9K2026-10-26
Prescott Group Capital Management, L.L.C.
UNCHANGED4,0004,00000%$3.2M$2.4M-$745.3K2026-10-30
Orser Capital Management, LLC
DECREASED3,9754,023-48-1%$3.2M$2.4M-$778.8K2026-10-13
US Bancorp \de\
DECREASED3,8303,953-123-3%$3.1M$2.3M-$811.4K2026-11-05
Taylor Frigon Capital Management LLC
NEW3,821—+3,821——$2.3M—2026-10-23
Mutual of America Capital Management LLC
DECREASED3,7923,813-21-1%$3.0M$2.3M-$723.3K2026-10-23
Duncker Streett & Co Inc
INCREASED3,7223,635+87+2%$2.9M$2.3M-$624.4K2026-10-27
LVM Capital Management LTD
DECREASED3,7203,780-60-2%$3.0M$2.3M-$740.5K2026-10-20
Iowa State Bank
INCREASED3,7102,155+1,555+72%$1.7M$2.3M+$544.6K2026-10-06
Fifth Third Wealth Advisors LLC
INCREASED3,6512,311+1,340+58%$1.8M$2.2M+$384.7K2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED3,5743,317+257+8%$2.6M$2.2M-$461.7K2026-10-19
Leibman Financial Services, Inc.
DECREASED3,5313,556-25-1%$2.8M$2.1M-$677.4K2026-10-13
IFP Advisors, Inc
DECREASED3,5023,511-90%$2.8M$2.1M-$659.7K2026-10-16
Money Concepts Capital Corp
INCREASED3,2882,970+318+11%$2.4M$2.0M-$359.6K2026-11-06
ABN Amro Investment Solutions
INCREASED3,2673,099+168+5%$2.5M$2.0M-$475.2K2026-10-21
First Merchants Corp
DECREASED3,2183,375-157-5%$2.7M$2.0M-$724.4K2026-10-15
Compass Financial Services Inc
DECREASED3,1513,403-252-7%$2.7M$1.9M-$787.0K2026-11-06
WealthPLAN Partners, LLC
DECREASED3,1043,459-355-10%$2.7M$1.9M-$860.1K2026-10-15
Burney Co/
DECREASED3,0153,635-620-17%$2.9M$1.8M-$1.1M2026-10-15
Savant Capital, LLC
INCREASED2,9602,533+427+17%$2.0M$1.8M-$212.8K2026-11-06
Crossmark Global Holdings, Inc.
DECREASED2,9552,999-44-1%$2.4M$1.8M-$585.9K2026-10-21
Gamma Investing LLC
INCREASED2,9402,752+188+7%$2.2M$1.8M-$398.4K2026-10-08
Ethic Inc.
DECREASED2,7943,632-838-23%$2.9M$1.7M-$1.2M2026-11-03
Yousif Capital Management, LLC
INCREASED2,6382,531+107+4%$2.0M$1.6M-$406.5K2026-10-22
Meridian Wealth Management, LLC
INCREASED2,6162,107+509+24%$1.7M$1.6M-$83.0K2026-11-05
Fire Capital Management LLC
INCREASED2,6122,289+323+14%$1.8M$1.6M-$230.0K2026-10-27
Quadrant Capital Group LLC
DECREASED2,6002,704-104-4%$2.1M$1.7M-$480.6K2026-10-20
UMB Bank, n.a.
DECREASED2,5832,585-20%$2.1M$1.6M-$482.9K2026-11-06
Trueblood Wealth Management, LLC
DECREASED2,5292,563-34-1%$2.0M$1.5M-$497.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED2,4932,418+75+3%$1.9M$1.5M-$402.4K2026-10-08
Fjell Capital, LLC
INCREASED2,4921,830+662+36%$1.5M$1.5M+$61.8K2026-10-13
Wellington Grp LLC
INCREASED2,4851,992+493+25%$1.6M$1.5M-$71.2K2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED2,4422,446-40%$1.9M$1.5M-$458.1K2026-10-16
MCF Advisors LLC
DECREASED2,4334,075-1,642-40%$3.2M$1.5M-$1.8M2026-10-28
Merit Financial Group, LLC
INCREASED2,4022,362+40+2%$1.9M$1.5M-$415.7K2026-11-06
Burns J W & Co Inc
DECREASED2,3302,460-130-5%$2.0M$1.4M-$537.5K2026-10-20
Kenora Financial, LLC
DECREASED2,3252,378-53-2%$1.9M$1.4M-$475.3K2026-10-20
Choreo, LLC
DECREASED2,2492,360-111-5%$1.9M$1.4M-$507.4K2026-10-28
Maryland State Retirement & Pension System
INCREASED2,2151,988+227+11%$1.6M$1.3M-$232.3K2026-11-05
Mokosak Advisory Group, LLC
INCREASED2,1632,145+18+1%$1.7M$1.3M-$387.3K2026-10-20
Simplex Trading, LLC
INCREASED2,129362+1,767+488%$287.7K$1.3M+$1.0M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED2,1212,165-44-2%$1.7M$1.3M-$430.1K2026-10-29
Aaron Wealth Advisors LLC
DECREASED2,1132,199-86-4%$1.7M$1.3M-$462.1K2026-10-13
West Financial Advisors, LLC
DECREASED2,0812,136-55-3%$1.7M$1.3M-$431.6K2026-10-22
Globalt Investments LLC / GA
DECREASED2,0752,092-17-1%$1.7M$1.3M-$400.1K2026-10-27
Grandview Asset Management LLC
DECREASED2,0552,307-252-11%$1.9M$1.3M-$601.0K2026-10-19
Ritholtz Wealth Management
DECREASED2,0343,059-1,025-34%$2.4M$1.2M-$1.2M2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED2,0212,02100%$1.6M$1.2M-$376.6K2026-10-30
FIG Financial Advisory Services Inc
INCREASED2,0191,745+274+16%$1.4M$1.2M-$157.9K2026-10-07
Hartford Investment Management Co
DECREASED1,9982,032-34-2%$1.6M$1.2M-$399.3K2026-11-04
Diversify Advisory Services, LLC
INCREASED1,9971,991+6+0%$1.7M$1.3M-$353.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED1,9971,991+6+0%$1.7M$1.3M-$353.7K2026-10-20
Great Lakes Advisors, LLC
DECREASED1,9803,426-1,446-42%$2.7M$1.2M-$1.5M2026-11-06
City State Bank
INCREASED1,9621,725+237+14%$1.4M$1.2M-$177.2K2026-10-20
Keybank National Association
DECREASED1,9222,117-195-9%$1.7M$1.2M-$513.1K2026-11-04
Strategy Asset Managers LLC
INCREASED1,9191,013+906+89%$805.1K$1.2M+$362.5K2026-10-14
Central Trust Co
DECREASED1,9121,958-46-2%$1.6M$1.2M-$392.8K2026-11-05
Vise Technologies, Inc.
DECREASED1,9062,193-287-13%$1.7M$1.2M-$583.2K2026-10-29
Clarity Asset Management, Inc.
DECREASED1,8891,893-40%$1.5M$1.1M-$355.0K2026-10-14
New England Research & Management, Inc.
NEW1,875—+1,875——$1.1M—2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED1,8731,899-26-1%$1.5M$1.2M-$329.0K2026-11-04
Retirement Guys Formula LLC
INCREASED1,8611,536+325+21%$1.2M$1.1M-$89.0K2026-10-26
Davenport & Co LLC
DECREASED1,8594,418-2,559-58%$3.5M$1.1M-$2.4M2026-10-14
Louisiana State Employees Retirement System
DECREASED1,8001,900-100-5%$1.5M$1.1M-$414.9K2026-10-20
Busey Bank
DECREASED1,7961,810-14-1%$1.4M$1.1M-$345.8K2026-10-26
New Mexico Educational Retirement Board
UNCHANGED1,7681,76800%$1.4M$1.1M-$329.0K2026-11-05
Alps Advisors Inc
INCREASED1,7641,583+181+11%$1.3M$1.1M-$184.8K2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED1,75912,639-10,880-86%$10.0M$1.1M-$9.0M2026-10-20
Arwa LLC
INCREASED1,7501,568+182+12%$1.3M$1.1M-$173.8K2026-10-21
Barden Capital Management, Inc.
DECREASED1,7131,798-85-5%$1.4M$1.0M-$386.7K2026-10-09
Capital Square, LLC
INCREASED1,6851,092+593+54%$895.3K$1.0M+$130.0K2026-10-19
Wedmont Private Capital
INCREASED1,581448+1,133+253%$367.3K$1.0M+$648.2K2026-10-09
Woodmont Investment Counsel LLC
NEW1,572—+1,572——$956.5K—2026-10-29
Eukles Asset Management
INCREASED1,5701,480+90+6%$1.2M$955.3K-$221.0K2026-11-04
First Bank & Trust
INCREASED1,5621,476+86+6%$1.2M$950.4K-$222.7K2026-10-19
Evergreen Capital Management LLC
DECREASED1,5391,605-66-4%$1.3M$936.4K-$339.2K2026-10-23
Norden Group LLC
DECREASED1,5281,794-266-15%$1.4M$929.9K-$496.1K2026-10-20
Plato Investment Management Ltd
INCREASED1,521865+656+76%$683.5K$929.1K+$245.6K2026-11-05
OFI Invest Asset Management
INCREASED1,509374+1,135+303%$297.3K$918.2K+$620.9K2026-11-06
Strategic Blueprint, LLC
INCREASED1,4931,273+220+17%$1.0M$908.3K-$103.6K2026-10-22
Olistico Wealth, LLC
UNCHANGED1,4811,48100%$1.2M$901.3K-$276.0K2026-10-05
Jackson Creek Investment Advisors LLC
DECREASED1,4802,039-559-27%$1.8K$901.0K+$899.2K2026-11-04
Inscription Capital, LLC
DECREASED1,4741,750-276-16%$1.4M$896.9K-$494.1K2026-11-02
Allworth Financial LP
INCREASED1,4521,424+28+2%$1.1M$1.2M+$22.3K2026-11-06
Triasima Portfolio Management inc.
INCREASED1,4421,303+139+11%$1.0M$877.4K-$158.2K2026-10-15
Private Trust Co NA
DECREASED1,3931,485-92-6%$1.2M$847.6K-$332.7K2026-10-20
Gen-Wealth Partners Inc
INCREASED1,3671,325+42+3%$1.1M$831.5K-$221.5K2026-11-04
Total Clarity Wealth Management, Inc.
NEW1,347—+1,347——$819.6K—2026-10-26
B. Metzler seel. Sohn & Co. AG
INCREASED1,3351,161+174+15%$922.8K$812.3K-$110.5K2026-10-30
Rothwell Investment Advisors, LLC
NEW1,331—+1,331——$809.7K—2026-11-06
HB Wealth Management, LLC
INCREASED1,3221,049+273+26%$833.7K$804.4K-$29.3K2026-10-23
Contravisory Investment Management, Inc.
INCREASED1,3211,215+106+9%$965.7K$803.8K-$161.9K2026-10-13
Advisor OS, LLC
DECREASED1,3071,881-574-31%$1.5M$795.3K-$699.7K2026-11-03
Sustainable Insight Capital Management, LLC
INCREASED1,280760+520+68%$604.0K$778.8K+$174.8K2026-11-06
Bokf, NA
INCREASED1,275698+577+83%$554.8K$775.8K+$221.0K2026-10-27
PFG Advisors
INCREASED1,256659+597+91%$523.8K$764.2K+$240.5K2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW1,250—+1,250——$760.6K—2026-11-04
Americana Partners, LLC
DECREASED1,2031,213-10-1%$964.1K$732.0K-$232.1K2026-10-28
Yorktown Management & Research Co Inc
UNCHANGED1,2001,20000%$953.7K$730.2K-$223.6K2026-10-28
Harbour Capital Advisors, LLC
INCREASED1,1961,174+22+2%$962.5K$727.7K-$234.8K2026-10-13
Independent Wealth Network Inc.
DECREASED1,1911,323-132-10%$1.1M$724.5K-$326.9K2026-10-19
HUB Investment Partners, LLC
INCREASED1,187773+414+54%$614.4K$722.2K+$107.9K2026-11-03
Chicago Partners Investment Group LLC
DECREASED1,1761,587-411-26%$1.4M$822.4K-$566.7K2026-10-27
First Nebraska Trust Co
UNCHANGED1,1721,17200%$931.5K$713.1K-$218.4K2026-10-30
Regions Financial Corp
INCREASED1,1711,111+60+5%$883.0K$712.5K-$170.5K2026-11-05
Parallel Advisors, LLC
DECREASED1,1571,167-10-1%$927.5K$704.0K-$223.5K2026-11-03
Union Savings Bank
INCREASED1,154978+176+18%$777.3K$702.1K-$75.1K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,144914+230+25%$726.4K$696.1K-$30.3K2026-10-27
North Dakota State Investment Board
INCREASED1,1291,100+29+3%$874.3K$687.0K-$187.3K2026-10-27
Motley Fool Asset Management LLC
INCREASED1,1191,050+69+7%$834.5K$680.9K-$153.7K2026-10-27
Redmond Asset Management, LLC
DECREASED1,1043,480-2,376-68%$2.8M$671.7K-$2.1M2026-10-27
Paradigm Asset Management Co LLC
DECREASED1,1001,200-100-8%$953.7K$669.3K-$284.4K2026-11-05
Moody National Bank Trust Division
INCREASED1,0961,013+83+8%$805.1K$666.9K-$138.3K2026-10-06
AdvisorNet Financial, Inc
INCREASED1,085888+197+22%$705.8K$709.2K+$3.4K2026-10-15
Koshinski Asset Management, Inc.
DECREASED1,0841,414-330-23%$1.1M$659.6K-$464.4K2026-10-29
Greenleaf Trust
DECREASED1,0071,061-54-5%$843.3K$612.7K-$230.6K2026-10-29
Securian Asset Management, Inc
UNCHANGED1,0071,00700%$865.1K$612.7K-$252.4K2026-11-06
Compound Planning, Inc.
DECREASED9951,196-201-17%$950.2K$605.2K-$345.0K2026-11-05
Net Worth Advisory Group
DECREASED9941,028-34-3%$817.2K$615.8K-$201.4K2026-10-20
Versant Capital Management, Inc
DECREASED9861,098-112-10%$872.7K$599.9K-$272.7K2026-10-02
Dynamic Financial Group
DECREASED9861,005-19-2%$799.1K$600.0K-$199.1K2026-10-28
Creative Financial Designs Inc
INCREASED984130+854+657%$103.4K$598.8K+$495.4K2026-11-04
Praxis Investment Management Inc
UNCHANGED98398300%$781.0K$598.0K-$183.0K2026-11-03
Quantum Financial Partners LLC
DECREASED951966-15-2%$767.8K$578.9K-$188.8K2026-10-19
Kesler, Norman & Wride, LLC
NEW946—+946——$575.6K—2026-11-06
Arthur M. Cohen & Associates, LLC
INCREASED945919+26+3%$730.4K$575.0K-$155.4K2026-10-26
Heritage Investment Group, Inc.
DECREASED935936-10%$743.9K$568.9K-$175.0K2026-11-03
RIA Advisory Group LLC
DECREASED929960-31-3%$763.3K$565.0K-$198.3K2026-10-15
Chicago Trust Co NA
DECREASED928941-13-1%$747.9K$564.7K-$183.2K2026-10-28
Oarsman Capital, Inc.
UNCHANGED92592500%$735.2K$562.8K-$172.4K2026-11-05
OAK Ridge Investments LLC
DECREASED9171,391-474-34%$1.1M$558.0K-$547.6K2026-10-30
Flagship Harbor Advisors, LLC
DECREASED905938-33-4%$745.8K$550.9K-$194.9K2026-10-26
B. Riley Wealth Advisors, Inc.
NEW887—+887——$540.0K—2026-10-13
Kestra Private Wealth Services, LLC
INCREASED887651+236+36%$517.2K$539.6K+$22.4K2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED886849+37+4%$674.4K$538.9K-$135.5K2026-11-05
LexAurum Advisors, LLC
INCREASED879777+102+13%$617.5K$534.6K-$82.9K2026-10-19
Baker Avenue Asset Management, LP
DECREASED879974-95-10%$774.1K$534.8K-$239.3K2026-11-06
Kornitzer Capital Management Inc
NEW875—+875——$532.4K—2026-11-03
Walker Asset Management, LLC
UNCHANGED87587500%$695.4K$532.4K-$163.0K2026-10-13
Portside Wealth Group, LLC
DECREASED8701,142-272-24%$907.7K$529.4K-$378.3K2026-10-20
Tributary Capital Management, LLC
DECREASED8471,269-422-33%$1.0M$515.4K-$493.2K2026-10-28
First Citizens Bank & Trust Co
DECREASED815956-141-15%$759.8K$495.9K-$263.9K2026-10-14
Moody Aldrich Partners LLC
INCREASED795301+494+164%$239.2K$483.7K+$244.5K2026-10-27
Signaturefd, LLC
DECREASED795833-38-5%$662.1K$483.8K-$178.3K2026-10-23
Mitchell Sinkler & Starr
INCREASED795774+21+3%$615.2K$483.7K-$131.4K2026-10-13
Apollon Wealth Management, LLC
INCREASED792788+4+1%$626.2K$481.8K-$144.4K2026-10-23
SteelPeak Wealth, LLC
INCREASED783380+403+106%$302.0K$476.4K+$174.4K2026-10-16
Cascade Investment Group, Inc.
INCREASED775726+49+7%$577.0K$471.6K-$105.5K2026-10-13
Sovran Advisors, LLC
DECREASED753758-5-1%$649.5K$510.3K-$139.2K2026-11-02
Crestwood Advisors Group, LLC
DECREASED752777-25-3%$617.6K$457.6K-$160.0K2026-10-27
BIP Wealth, LLC
INCREASED751743+8+1%$590.5K$457.0K-$133.6K2026-10-22
Kavar Capital Partners Group, LLC
INCREASED742359+383+107%$285.3K$451.5K+$166.1K2026-11-06
Apella Capital, LLC
INCREASED720688+32+5%$552.1K$455.9K-$96.2K2026-10-08
Perigon Wealth Management, LLC
INCREASED711676+35+5%$537.0K$432.6K-$104.3K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED710740-30-4%$588.0K$431.8K-$156.2K2026-10-22
Wealthcare Capital Partners, LLC
UNCHANGED70470400%$559.5K$428.4K-$131.2K2026-10-21
Welch Group, LLC
INCREASED700300+400+133%$238.4K$425.9K+$187.5K2026-10-29
Fortem Financial Group, LLC
UNCHANGED70070000%$556.3K$425.9K-$130.4K2026-10-20
V-Square Quantitative Management LLC
INCREASED698483+215+45%$383.9K$424.7K+$40.8K2026-10-15
Hardworking Capital Advisors, LLC
INCREASED679510+169+33%$405.3K$413.1K+$7.8K2026-10-20
Rose Capital Advisors LLC
NEW674—+674——$410.1K—2026-11-04
Abel Hall, LLC
INCREASED670666+4+1%$529.5K$407.8K-$121.7K2026-10-19
Certuity, LLC
DECREASED665676-11-2%$537.3K$404.5K-$132.8K2026-11-02
Stackstone Wealth, LLC
NEW662—+662——$402.8K—2026-10-19
Cynosure Group, LLC
DECREASED660884-224-25%$702.6K$401.6K-$301.0K2026-11-03
Masterinvest Kapitalanlage GmbH
NEW658—+658——$400.4K—2026-11-03
World Equity Group, Inc.
DECREASED657683-26-4%$542.0K$399.4K-$142.6K2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED649676-27-4%$537.3K$394.9K-$142.4K2026-11-03
Precedent Wealth Partners, LLC
INCREASED644536+108+20%$426.1K$392.0K-$34.2K2026-10-21
RDA Financial Network
DECREASED624639-15-2%$507.9K$379.7K-$128.2K2026-10-15
TD Private Client Wealth LLC
INCREASED606589+17+3%$468.1K$368.7K-$99.4K2026-10-28
Tannin Capital LLC
UNCHANGED58958900%$468.1K$358.4K-$109.7K2026-11-05
Fulton Bank, N.A.
DECREASED583708-125-18%$562.7K$354.7K-$208.0K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED574561+13+2%$445.9K$349.3K-$96.6K2026-11-04
ANB Bank
UNCHANGED57357300%$455.4K$348.6K-$106.8K2026-10-09
Verus Capital Partners, LLC
INCREASED572527+45+9%$418.9K$348.0K-$70.8K2026-11-03
Cookson Peirce & Co Inc
DECREASED56819,508-18,940-97%$15.5M$345.7K-$15.2M2026-10-30
Allen Capital Group, LLC
DECREASED563606-43-7%$481.6K$342.6K-$139.1K2026-10-27
Avior Wealth Management, LLC
DECREASED561570-9-2%$453.1K$341.6K-$111.5K2026-10-13
Fort Washington Investment Advisors Inc
NEW555—+555——$337.7K—2026-10-15
Gateway Investment Advisers LLC
DECREASED549595-46-8%$472.9K$334.1K-$138.9K2026-10-13
BankChampaign, National Association
DECREASED548601-53-9%$477.7K$333.4K-$144.2K2026-10-19
Tema Etfs LLC
INCREASED547397+150+38%$315.5K$332.8K+$17.3K2026-10-16
Glenview Trust Co
DECREASED546555-9-2%$441.1K$332.2K-$108.9K2026-10-28
Commonwealth Financial Services, LLC
DECREASED545568-23-4%$451.4K$331.6K-$119.8K2026-10-20
Valeo Financial Advisors, LLC
DECREASED543566-23-4%$449.9K$330.4K-$119.4K2026-10-08
Stonebridge Financial Group, LLC
INCREASED535515+20+4%$409.3K$325.5K-$83.8K2026-10-01
Turtle Creek Wealth Advisors, LLC
INCREASED526516+10+2%$410.1K$320.1K-$90.1K2026-10-15
Accel Wealth Management
INCREASED522498+24+5%$396.0K$317.8K-$78.2K2026-10-13
Sepio Capital, LP
DECREASED509870-361-41%$691.5K$309.7K-$381.8K2026-10-22
Ellsworth Advisors, LLC
INCREASED508394+114+29%$318.6K$309.1K-$9.4K2026-10-15
Fairvoy Private Wealth, LLC
DECREASED5051,482-977-66%$1.2M$307.3K-$870.6K2026-10-19
Trust Co of Oklahoma
DECREASED504750-246-33%$596.1K$306.7K-$289.4K2026-10-15
Midwest Heritage Bank, FSB
UNCHANGED50450400%$400.3K$306.6K-$93.8K2026-10-26
Gibbs Wealth Management
DECREASED501521-20-4%$414.2K$304.9K-$109.3K2026-10-22
Integrated Advisors Network LLC
DECREASED494505-11-2%$401.4K$300.6K-$100.8K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED494488+6+1%$387.9K$300.6K-$87.3K2026-11-02
BNC Wealth Management, LLC
UNCHANGED49449400%$392.6K$300.6K-$92.0K2026-10-19
McLean Asset Management Corp
DECREASED488493-5-1%$429.7K$336.7K-$93.0K2026-11-06
Kathmere Capital Management, LLC
INCREASED487479+8+2%$380.7K$296.3K-$84.4K2026-10-20
Simon Quick Advisors, LLC
INCREASED487479+8+2%$380.7K$296.4K-$84.3K2026-10-26
StrongBox Wealth, LLC
UNCHANGED48148100%$382.3K$292.7K-$89.6K2026-11-02
Avestar Capital, LLC
DECREASED475477-20%$379.1K$289.0K-$90.1K2026-10-28
Sigma Planning Corp
DECREASED473557-84-15%$442.4K$287.4K-$154.9K2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED47247200%$375.1K$287.2K-$87.9K2026-10-15
Legacy Financial Strategies, LLC
UNCHANGED46946900%$372.8K$285.4K-$87.4K2026-10-15
PDS Planning, Inc
DECREASED468477-9-2%$379.1K$284.8K-$94.4K2026-11-03
Interchange Capital Partners, LLC
DECREASED461491-30-6%$390.2K$280.5K-$109.7K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED455430+25+6%$341.8K$276.9K-$64.9K2026-11-04
United Community Bank
INCREASED449255+194+76%$202.7K$273.2K+$70.5K2026-10-28
First Citizens Financial Corp
INCREASED449389+60+15%$309.2K$273.2K-$36.0K2026-10-02
Profund Advisors LLC
DECREASED445480-35-7%$381.5K$270.8K-$110.7K2026-10-29
Titleist Asset Management, LLC
DECREASED443482-39-8%$382.8K$269.6K-$113.2K2026-10-08
Steph & Co
DECREASED426494-68-14%$392.6K$259.2K-$133.4K2026-10-07
GC Wealth Management RIA, LLC
DECREASED425521-96-18%$414.1K$258.6K-$155.5K2026-11-02
Parkside Financial Bank & Trust
INCREASED421353+68+19%$280.6K$256.2K-$24.4K2026-10-27
International Assets Investment Management, LLC
DECREASED420630-210-33%$493.9K$260.4K-$233.6K2026-11-02
Jefferies Financial Group Inc.
DECREASED40419,016-18,612-98%$15.1M$245.8K-$14.9M2026-11-05
Curran Financial Partners, LLC
UNCHANGED40040000%$317.9K$243.4K-$74.5K2026-11-04
Renasant Bank
INCREASED398369+29+8%$293.3K$242.2K-$51.1K2026-11-05
OP Asset Management Ltd
DECREASED397611-214-35%$485.6K$241.6K-$244.1K2026-11-05
Farmers & Merchants Investments Inc
INCREASED395393+2+1%$312.4K$240.3K-$72.0K2026-10-22
Modera Wealth Management, LLC
INCREASED390339+51+15%$269.4K$237.3K-$32.1K2026-10-28
S.A. Mason LLC
INCREASED385179+206+115%$142.3K$234.3K+$92.0K2026-10-13
Washington Trust Co
DECREASED385390-5-1%$310.0K$234.3K-$75.7K2026-10-22
Luts & Greenleigh Group, Inc.
NEW383—+383——$233.0K—2026-11-05
Blue Trust, Inc.
DECREASED381457-76-17%$363.2K$231.8K-$131.4K2026-10-15
Tred Avon Family Wealth, LLC
DECREASED380384-4-1%$305.2K$231.3K-$73.9K2026-10-20
Lincoln Capital LLC
INCREASED375366+9+2%$290.5K$228.5K-$62.1K2026-10-09
Advisory Advocates, LLC
DECREASED373483-110-23%$383.9K$227.0K-$156.9K2026-11-05
D'Orazio & Associates, Inc.
UNCHANGED37137100%$294.9K$225.7K-$69.1K2026-11-04
Miller Financial Services LLC
NEW366—+366——$222.7K—2026-10-20
Sound Income Strategies, LLC
NEW357—+357——$229.3K—2026-10-09
Foronjy Financial LLC
INCREASED356297+59+20%$235.7K$216.5K-$19.2K2026-10-14
Werba Rubin Papier Wealth Management
NEW355—+355——$216.0K—2026-11-06
Kestra Investment Management, LLC
NEW352—+352——$214.0K—2026-11-04
Autumn Glory Partners, LLC
INCREASED351320+31+10%$254.3K$213.6K-$40.8K2026-10-26
Brighton Jones LLC
DECREASED348412-64-16%$327.6K$211.8K-$115.7K2026-11-03
Prosperitas Financial LLC
UNCHANGED34734700%$275.7K$211.0K-$64.6K2026-10-28
Cigna Investments Inc
DECREASED345360-15-4%$287.0K$210.0K-$77.0K2026-10-19
HBK Sorce Advisory LLC
DECREASED344363-19-5%$309.6K$237.2K-$72.4K2026-11-06
Boyer Financial Services, Inc.
NEW339—+339——$206.3K—2026-10-23
Endowment Wealth Management, Inc.
INCREASED339335+4+1%$266.4K$206.5K-$59.9K2026-11-03
Quad-Cities Investment Group, LLC
UNCHANGED33933900%$269.3K$206.3K-$63.0K2026-10-16
Searcy Financial Services Inc
UNCHANGED33733700%$267.8K$205.1K-$62.8K2026-10-07
Wolff Financial Management LLC
UNCHANGED33533500%$266.6K$204.1K-$62.5K2026-10-23
Natixis
DECREASED3243,904-3,580-92%$3.1M$197.1K-$2.9M2026-11-06
Archer Investment Corp
UNCHANGED32032000%$254.3K$194.7K-$59.6K2026-11-05
SevenBridge Financial Group, LLC
DECREASED3074,919-4,612-94%$4.1M$210.2K-$3.9M2026-10-26
Pinnacle Bancorp, Inc.
INCREASED305303+2+1%$240.8K$185.6K-$55.2K2026-10-21
Country Trust Bank
INCREASED301300+1+0%$238.4K$183.1K-$55.3K2026-10-30
Signature Equity Partners, LLC
DECREASED300302-2-1%$240.2K$182.7K-$57.5K2026-10-29
Adirondack Trust Co
UNCHANGED27027000%$214.6K$164.3K-$50.3K2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW248—+248——$150.9K—2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED248244+4+2%$193.9K$150.9K-$43.0K2026-10-30
Rossby Financial, LCC
INCREASED241137+104+76%$108.9K$146.4K+$37.5K2026-11-05
Financial Management Professionals, Inc.
UNCHANGED23823800%$189.2K$144.8K-$44.3K2026-10-23
First Horizon Corp
DECREASED227253-26-10%$201.1K$138.1K-$63.0K2026-10-26
Centerpoint Advisors, LLC
INCREASED2208+212+2650%$6$134.0K+$134.0K2026-11-05
Prudent Man Investment Management, Inc.
DECREASED210260-50-19%$143.7K$127.8K-$15.9K2026-11-03
Generali Asset Management SPA SGR
INCREASED20796+111+116%$76.3K$126.0K+$49.7K2026-10-26
Jacobi Capital Management LLC
NEW205—+205——$124.7K—2026-11-05
Larson Financial Group LLC
INCREASED201188+13+7%$149.4K$122.3K-$27.1K2026-11-05
Ares Financial Consulting, LLC
UNCHANGED18918900%$150.2K$115.0K-$35.2K2026-10-19
Legacy Bridge, LLC
UNCHANGED17117100%$135.9K$104.0K-$31.9K2026-10-28
SBI Securities Co., Ltd.
INCREASED159105+54+51%$83.5K$96.7K+$13.3K2026-10-22
Financial Network Wealth Advisors LLC
DECREASED151171-20-12%$135.9K$91.9K-$44.0K2026-10-28
Root Financial Partners, LLC
NEW149—+149——$90.7K—2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED14550+95+190%$39.7K$88.2K+$48.5K2026-10-23
CX Institutional
INCREASED14280+62+78%$64.0K$87-$63.9K2026-10-02
University of Texas S AM Investment Management Co
INCREASED12767+60+90%$53.3K$77.3K+$24.0K2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED120160-40-25%$127.1K$73.0K-$54.1K2026-10-21
Manchester Capital Management LLC
INCREASED1134+109+2725%$3.2K$68.8K+$65.6K2026-10-22
Clearstead Advisors, LLC
INCREASED10740+67+168%$31.8K$64.5K+$32.7K2026-11-06
Cornerstone National Bank & Trust Co
UNCHANGED10510500%$82.3K$65.0K-$17.3K2026-10-20
Bank & Trust Co
UNCHANGED10410400%$82.7K$63.3K-$19.4K2026-10-07
Highline Wealth Partners LLC
INCREASED10085+15+18%$67.6K$60.8K-$6.7K2026-10-19
Kennebec Savings Bank
INCREASED9987+12+14%$69.1K$60.2K-$8.9K2026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED909000%$71.5K$54.8K-$16.8K2026-10-15
JFS Wealth Advisors, LLC
DECREASED8889-1-1%$70.7K$53.5K-$17.2K2026-11-03
Elyxium Wealth, LLC
NEW84—+84——$51.1K—2026-10-27
Yankcom Partnership
DECREASED8287-5-6%$69.1K$49.9K-$19.3K2026-10-15
Ninety One UK Ltd
NEW80—+80——$48.7K—2026-10-15
Western Pacific Wealth Management, LP
INCREASED7471+3+4%$56.4K$45.0K-$11.4K2026-10-16
CoreCap Advisors, LLC
DECREASED73327-254-78%$259.9K$44.4K-$215.5K2026-10-08
Mather Group, Llc.
INCREASED7346+27+59%$36.6K$44.4K+$7.9K2026-10-14
NBH Bank
INCREASED7360+13+22%$47.7K$44.4K-$3.3K2026-11-05
Lanark Financial, Inc.
INCREASED6742+25+60%$33.4K$40.8K+$7.4K2026-10-26
Westside Investment Management, Inc.
INCREASED6658+8+14%$46.1K$40.6K-$5.5K2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED6672-6-8%$57.2K$40.2K-$17.1K2026-10-05
WPG Advisers, LLC
INCREASED6665+1+2%$51.7K$40.2K-$11.5K2026-10-27
GK Wealth Management LLC
NEW59—+59——$35.6K—2026-10-09
Zions Bancorporation, National Association
INCREASED5550+5+10%$39.7K$33.5K-$6.3K2026-11-06
True Wealth Design, LLC
DECREASED5559-4-7%$46.9K$33.5K-$13.4K2026-10-13
Golden State Wealth Management, LLC
DECREASED5556-1-2%$44.6K$33.6K-$11.0K2026-11-02
Polaris Financial Partners
NEW48—+48——$29—2026-10-02
Raiffeisen Bank International AG
NEW41—+41——$24.6K—2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED4145-4-9%$35.8K$24.9K-$10.8K2026-10-23
Bell Investment Advisors, Inc
UNCHANGED414100%$32.6K$24.9K-$7.6K2026-10-29
Retirement Wealth Solutions LLC
INCREASED3511+24+218%$8.8K$21.3K+$12.5K2026-10-07
Ascentis Wealth Management, LLC
NEW32—+32——$19.5K—2026-11-03
Private Wealth Management Group, LLC
UNCHANGED313100%$24.6K$18.9K-$5.8K2026-10-19
Fortitude Family Office, LLC
UNCHANGED303000%$23.8K$18.3K-$5.6K2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED303000%$23.8K$18.3K-$5.6K2026-10-20
Triumph Capital Management
DECREASED2930-1-3%$23.9K$17.7K-$6.2K2026-10-14
Deseret Mutual Benefit Administrators
UNCHANGED292900%$23.0K$17.6K-$5.4K2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED2725+2+8%$19.9K$16.4K-$3.4K2026-10-27
Advocate Investing Services LLC
UNCHANGED272700%$21.5K$16.4K-$5.0K2026-10-26
Birch Financial Group, LLC
NEW26—+26——$16.0K—2026-10-27
Leonteq Securities AG
NEW24—+24——$14.6K—2026-10-29
Provenance Wealth Advisors, LLC
NEW24—+24——$14.6K—2026-10-30
Capital Advisors, Ltd. LLC
INCREASED2221+1+5%$17$13-$42026-10-27
First Community Trust NA
INCREASED2015+5+33%$11.9K$12.2K+$2472026-10-07
Elevation Wealth Partners, LLC
DECREASED1829-11-38%$23.0K$11.0K-$12.1K2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED181800%$14.3K$11.0K-$3.4K2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED171700%$4.0K$11-$4.0K2026-11-04
RMG Wealth Management LLC
UNCHANGED161600%$13.4K$11.3K-$2.1K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED1513+2+15%$10.3K$9.1K-$1.2K2026-11-05
Bayforest Capital Ltd
NEW14—+14——$8.5K—2026-11-03
Balance Wealth Partners LLC
NEW14—+14——$8.3K—2026-10-27
Rakuten Securities, Inc.
INCREASED141+13+1300%$795$8.5K+$7.7K2026-11-02
James T. Borello RIA
INCREASED135+8+160%$4.0K$7.9K+$3.9K2026-10-16
Valued Wealth Advisors LLC
DECREASED1321-8-38%$16.7K$7.9K-$8.8K2026-11-05
SJS Investment Consulting Inc.
DECREASED1314-1-7%$11.1K$7.9K-$3.2K2026-10-26
Covestor Ltd
UNCHANGED131300%$11$8-$32026-10-30
First Command Advisory Services, Inc.
INCREASED126+6+100%$4.8K$7.3K+$2.5K2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED127+5+71%$5.6K$7.3K+$1.7K2026-10-15
Burk Holdings LLC
INCREASED1210+2+20%$7.9K$7.3K-$6462026-11-05
Tsfg, LLC
UNCHANGED121200%$10$7-$32026-10-23
Marquette Asset Management, LLC
UNCHANGED121200%$9.5K$7.3K-$2.2K2026-10-09
Peterson Wealth Management
UNCHANGED111100%$8.8K$6.7K-$2.0K2026-11-06
Markowski Investments
UNCHANGED111100%$8.8K$6.7K-$2.1K2026-10-30
Cullen T Bankers, Inc.
INCREASED101+9+900%$795$6.1K+$5.3K2026-10-28
GoalVest Advisory LLC
UNCHANGED101000%$7.9K$6.1K-$1.9K2026-10-02
Concord Wealth Partners
UNCHANGED101000%$7.9K$6.1K-$1.9K2026-11-02
IMG Wealth Management, Inc.
NEW9—+9——$5.5K—2026-10-27
Creative Capital Management Investments LLC
INCREASED96+3+50%$4.8K$5.5K+$7072026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED9900%$7.2K$5.5K-$1.7K2026-10-16
Cromwell Holdings LLC
DECREASED712-5-42%$9.5K$4.3K-$5.3K2026-10-28
Addison Advisors LLC
DECREASED710-3-30%$7.9K$4.3K-$3.7K2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED710-3-30%$7.9K$4.3K-$3.7K2026-11-03
Hughes Financial Services, LLC
INCREASED75+2+40%$4.0K$4.7K+$7702026-10-30
West Paces Advisors Inc.
UNCHANGED7700%$5.6K$4.3K-$1.3K2026-10-13
Wilkerson Advisory Group LLC
DECREASED67-1-14%$5.6K$3.7K-$1.9K2026-10-20
Avion Wealth
DECREASED67-1-14%$5$3-$22026-11-04
Compass Financial Management LLC
DECREASED5675-670-99%$557.3K$3.0K-$554.2K2026-10-30
North Star Investment Management Corp.
DECREASED56-1-17%$4.8K$3.0K-$1.7K2026-10-27
Gleason Group, Inc.
UNCHANGED5500%$4.0K$3.0K-$9322026-10-15
Trust Co of Vermont
UNCHANGED5500%$4.0K$3.0K-$9322026-10-21
Signature Resources Capital Management, LLC
UNCHANGED5500%$4.0K$3.0K-$9322026-10-16
Aventus Investment Advisors, Inc.
NEW4—+4——$2.4K—2026-10-09
Bare Financial Services, Inc
UNCHANGED4400%$3.2K$2.4K-$7452026-11-04
William B. Walkup & Associates, Inc.
UNCHANGED4400%$3.2K$2.4K-$7452026-11-05
1620 Investment Advisors, Inc.
NEW3—+3——$1.8K—2026-11-04
Physician Wealth Advisors, Inc.
DECREASED36-3-50%$4.8K$1.8K-$2.9K2026-10-20
Atwood & Palmer Inc
UNCHANGED3300%$2.4K$1.8K-$5592026-10-08
Key FInancial Inc
UNCHANGED3300%$2.4K$1.8K-$5592026-11-02
Sunrise Financial Services, LLC
UNCHANGED3300%$2.4K$1.8K-$5592026-10-21
Salomon & Ludwin, LLC
UNCHANGED3300%$2.4K$1.8K-$5282026-10-29
Smallwood Wealth Investment Management, LLC
NEW2—+2——$1.2K—2026-10-30
Aspect Partners, LLC
NEW2—+2——$1.2K—2026-10-20
Clark Wealth Partners
NEW2—+2——$1.2K—2026-10-19
Sawyer & Company, Inc
INCREASED21+1+100%$795$1.2K+$4222026-10-21
Planning Strategies Inc.
UNCHANGED2200%$1.6K$1.2K-$3732026-10-02
High Note Wealth, LLC
UNCHANGED2200%$1.6K$1.2K-$3732026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED2200%$1.6K$1.2K-$3732026-10-23
Tradewinds Capital Management, LLC
NEW1—+1——$609—2026-10-23
Maseco LLP
NEW1—+1——$609—2026-10-27
Armstrong Advisory Group, Inc
NEW1—+1——$609—2026-10-09
Align Financial, LLC
NEW1—+1——$608—2026-10-16
Essential Partners LLC
DECREASED121-20-95%$16.7K$608-$16.1K2026-10-14
American Capital Advisory, LLC
DECREASED14-3-75%$3.2K$609-$2.6K2026-10-28
Cape Investment Advisory, Inc.
DECREASED12-1-50%$1.6K$608-$9822026-10-13
Trust Co
UNCHANGED1100%$795$608-$1872026-10-09
Kentucky Trust Co
UNCHANGED1100%$795$608-$1872026-10-15
GHP Investment Advisors, Inc.
UNCHANGED1100%$795$609-$1862026-10-15
Jnba Financial Advisors
UNCHANGED1100%$795$609-$1862026-11-03
Downshift Financial, LLC
UNCHANGED1100%$795$608-$1872026-10-13
TFC Financial Management, Inc.
UNCHANGED1100%$795$609-$1862026-10-26
Wolff Wiese Magana LLC
UNCHANGED1100%$795$609-$1862026-10-15
Wedge Capital Management L L P
CLOSED043,872-43,872-100%$34.9M$0-$34.9M2026-10-13
Sawgrass Asset Management LLC
CLOSED012,685-12,685-100%$10.1M$0-$10.1M2026-11-03
Counterpoint Mutual Funds LLC
CLOSED09,237-9,237-100%$7.3M$0-$7.3M2026-10-16
Monument Capital Management
CLOSED07,270-7,270-100%$5.8M$0-$5.8M2026-10-09
Fulcrum Asset Management LLP
CLOSED05,974-5,974-100%$4.7M$0-$4.7M2026-11-04
Oak Thistle LLC
CLOSED05,357-5,357-100%$4.3M$0-$4.3M2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED04,441-4,441-100%$3.5M$0-$3.5M2026-11-05
Genus Capital Management Inc.
CLOSED04,340-4,340-100%$3.4M$0-$3.4M2026-11-04
Donoghue Forlines LLC
CLOSED03,290-3,290-100%$2.6M$0-$2.6M2026-11-02
Confluence Wealth Services, Inc.
CLOSED02,798-2,798-100%$2.2M$0-$2.2M2026-11-05
Bailard, Inc.
CLOSED02,724-2,724-100%$2.2M$0-$2.2M2026-10-13
Redhawk Wealth Advisors, Inc.
CLOSED02,239-2,239-100%$1.8M$0-$1.8M2026-10-14
Henshaw Capital LLC
CLOSED02,180-2,180-100%$1.7M$0-$1.7M2026-11-03
JSF Financial, LLC
CLOSED02,151-2,151-100%$1.7M$0-$1.7M2026-10-22
Machina Capital S.A.S.
CLOSED01,934-1,934-100%$1.5M$0-$1.5M2026-11-05
Fortis Group Advisors, LLC
CLOSED01,431-1,431-100%$1.1M$0-$1.1M2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED01,114-1,114-100%$885.4K$0-$885.4K2026-10-22
Blue Bell Private Wealth Management, LLC
CLOSED0945-945-100%$751.1K$0-$751.1K2026-10-29
Independent Financial Group, LLC
CLOSED0940-940-100%$747.1K$0-$747.1K2026-10-13
J. Safra Sarasin Holding AG
CLOSED0863-863-100%$685.6K$0-$685.6K2026-10-26
Transcendent Capital Group LLC
CLOSED0823-823-100%$654.1K$0-$654.1K2026-10-28
Pinnacle Associates LTD
CLOSED0651-651-100%$517.4K$0-$517.4K2026-10-20
Clarus Wealth Advisors
CLOSED0633-633-100%$533.7K$0-$533.7K2026-10-13
Nfsg Corp
CLOSED0598-598-100%$475.3K$0-$475.3K2026-10-15
WBI Investments, LLC
CLOSED0591-591-100%$469.7K$0-$469.7K2026-11-05
Midwest Financial Partners Investments, Inc.
CLOSED0555-555-100%$441.1K$0-$441.1K2026-10-08
Frank, Rimerman Advisors LLC
CLOSED0447-447-100%$355.3K$0-$355.3K2026-10-16
Prospera Financial Services Inc
CLOSED0436-436-100%$346.5K$0-$346.5K2026-11-04
Trust Point Inc.
CLOSED0401-401-100%$318.7K$0-$318.7K2026-10-27
SkyOak Wealth, LLC
CLOSED0394-394-100%$313.1K$0-$313.1K2026-10-28
Everhart Financial Group, Inc.
CLOSED0366-366-100%$290.9K$0-$290.9K2026-10-08
Catalyst Financial Partners LLC
CLOSED0364-364-100%$289.3K$0-$289.3K2026-11-06
Vaughan David Investments LLC
CLOSED0353-353-100%$281.0K$0-$281.0K2026-11-05
R Squared Ltd
CLOSED0352-352-100%$279.8K$0-$279.8K2026-11-06
Greenspring Advisors, LLC
CLOSED0346-346-100%$275.2K$0-$275.2K2026-11-05
Legacy Capital Wealth Partners, LLC
CLOSED0339-339-100%$269.8K$0-$269.8K2026-10-21
Citizens Financial Group Inc
CLOSED0334-334-100%$265.5K$0-$265.5K2026-10-23
Equitable Trust Co
CLOSED0327-327-100%$259.9K$0-$259.9K2026-10-13
Mission Wealth Management, LP
CLOSED0325-325-100%$258.3K$0-$258.3K2026-10-15
Peachtree Investment Partners, LLC
CLOSED0324-324-100%$257.4K$0-$257.4K2026-11-05
Harbor Capital Advisors, Inc.
CLOSED0323-323-100%$257.0K$0-$257.0K2026-10-22
Argos Wealth Advisors, LLC
CLOSED0317-317-100%$251.9K$0-$251.9K2026-11-02
Royal Fund Management, LLC
CLOSED0316-316-100%$251.2K$0-$251.2K2026-10-22
Allen Investment Management, LLC
CLOSED0315-315-100%$250.4K$0-$250.4K2026-11-03
Seelaus Asset Management LLC
CLOSED0303-303-100%$240.8K$0-$240.8K2026-10-14
Cordatus Wealth Management LLC
CLOSED0303-303-100%$240.8K$0-$240.8K2026-10-19
Asset Allocation Strategies LLC
CLOSED0300-300-100%$238.6K$0-$238.6K2026-10-20
Thompson Davis & Co., Inc.
CLOSED0297-297-100%$236.1K$0-$236.1K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
CLOSED0292-292-100%$232.0K$0-$232.0K2026-11-02
Quantum Financial Advisors, LLC
CLOSED0291-291-100%$231.7K$0-$231.7K2026-11-03
TriaGen Wealth Management LLC
CLOSED0291-291-100%$231.3K$0-$231.3K2026-10-14
Alternative Investment Advisors, Llc.
CLOSED0290-290-100%$230.5K$0-$230.5K2026-11-03
Simplicity Wealth,LLC
CLOSED0289-289-100%$229.7K$0-$229.7K2026-10-23
Caliber Wealth Management, LLC / KS
CLOSED0285-285-100%$226.5K$0-$226.5K2026-11-04
OpenArc Corporate Advisory, LLC
CLOSED0283-283-100%$224.9K$0-$224.9K2026-10-21
OmniStar Financial Group, Inc.
CLOSED0283-283-100%$225.0K$0-$225.0K2026-10-26
Syverson Strege & Co
CLOSED0278-278-100%$221.1K$0-$221.1K2026-11-02
Laurel OAK Wealth Management, LLC
CLOSED0276-276-100%$219.4K$0-$219.4K2026-10-19
Emprise Bank
CLOSED0274-274-100%$217.8K$0-$217.8K2026-10-07
West Bancorporation Inc
CLOSED0272-272-100%$216.2K$0-$216.2K2026-10-29
Ted Buchan & Co
CLOSED0272-272-100%$216.2K$0-$216.2K2026-10-23
American State Bank (Iowa)
CLOSED0271-271-100%$215.4K$0-$215.4K2026-11-03
Obermeyer Wealth Partners
CLOSED0271-271-100%$215.4K$0-$215.4K2026-10-21
Aprio Wealth Management, LLC
CLOSED0271-271-100%$215.4K$0-$215.4K2026-10-28
Grimes & Co Wealth Management, LLC
CLOSED0266-266-100%$211.8K$0-$211.8K2026-10-29
Five Oceans Advisors
CLOSED0261-261-100%$207.4K$0-$207.4K2026-10-22
Personal CFO Solutions, LLC
CLOSED0257-257-100%$204.3K$0-$204.3K2026-11-06
Cidel Asset Management Inc
CLOSED0253-253-100%$201.1K$0-$201.1K2026-10-29
Salem Investment Counselors Inc
CLOSED0118-118-100%$93.8K$0-$93.8K2026-10-13
Atlatl Advisers LLC
CLOSED077-77-100%$61.2K$0-$61.2K2026-10-22
Cornerstone Planning Group LLC
CLOSED076-76-100%$65.2K$0-$65.2K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED052-52-100%$41.3K$0-$41.3K2026-10-26
Sims Investment Management, LLC
CLOSED051-51-100%$40.5K$0-$40.5K2026-10-13
Institute for Wealth Management, Llc.
CLOSED030-30-100%$24.2K$0-$24.2K2026-11-06
BankPlus Trust Department
CLOSED018-18-100%$14.3K$0-$14.3K2026-11-06
Evolution Wealth Management Inc.
CLOSED011-11-100%$8.7K$0-$8.7K2026-10-28
Arlington Trust Co LLC
CLOSED010-10-100%$7.9K$0-$7.9K2026-10-20
WestEnd Advisors, LLC
CLOSED09-9-100%$7.2K$0-$7.2K2026-10-27
Summit Securities Group LLC
CLOSED08-8-100%$6.4K$0-$6.4K2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED07-7-100%$5.6K$0-$5.6K2026-10-07
Financial Consulate, Inc
CLOSED06-6-100%$4.8K$0-$4.8K2026-10-23
Kelleher Financial Advisors
CLOSED05-5-100%$4.0K$0-$4.0K2026-10-30
Towne Trust Company, N.a
CLOSED04-4-100%$3.2K$0-$3.2K2026-10-28
Whipplewood Advisors, LLC
CLOSED03-3-100%$2.4K$0-$2.4K2026-10-20
Chilton Capital Management LLC
CLOSED01-1-100%$795$0-$7952026-10-28
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Activest Wealth Management
CLOSED01-1-100%$795$0-$7952026-10-15
DecisionPoint Financial, LLC
CLOSED01-1-100%$785$0-$7852026-10-27
Raleigh Capital Management Inc.
DECREASED06-6-100%$4.9K$83-$4.8K2026-10-28
Arvest Investments, Inc.
UNCHANGED000—$0$0$02026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.5M$1.9M-$575.0K2026-10-29
BlackRock, Inc.
N/A—3,472,484-3,472,484-100%$2.8B———
Vanguard Capital Management LLC
N/A—2,414,717-2,414,717-100%$1.9B———
Vanguard Portfolio Management LLC
N/A—1,821,453-1,821,453-100%$1.4B———
State Street Corp
N/A—1,758,816-1,758,816-100%$1.4B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—834,437-834,437-100%$663.2M———
JPMorgan Chase & Co
N/A—810,594-810,594-100%$633.8M———
Franklin Resources Inc
N/A—773,636-773,636-100%$614.9M———
Morgan Stanley
N/A—636,693-636,693-100%$506.0M———
Goldman Sachs Group Inc
N/A—633,245-633,245-100%$503.3M———
Invesco Ltd.
N/A—602,136-602,136-100%$478.6M———
FMR LLC
N/A—591,494-591,494-100%$470.1M———
Nuveen, LLC
N/A—587,084-587,084-100%$466.6M———
Norges Bank
N/A—495,789-495,789-100%$394.0M———
Marshall Wace, LLP
N/A—426,104-426,104-100%$338.7M———
Charles Schwab Investment Management Inc
N/A—418,908-418,908-100%$332.9M———
Capital World Investors
N/A—415,156-415,156-100%$330.0M———
Raymond James Financial Inc
N/A—377,854-377,854-100%$300.3M———
Wellington Management Group LLP
N/A—365,843-365,843-100%$290.8M———
Envestnet Asset Management Inc
N/A—363,245-363,245-100%$288.7M———
Ameriprise Financial Inc
N/A—359,583-359,583-100%$286.2M———
Bank of America Corp
N/A—354,650-354,650-100%$281.9M———
Qube Research & Technologies Ltd
N/A—350,285-350,285-100%$278.4M———
Clearbridge Investments, LLC
N/A—346,876-346,876-100%$275.7M———
Northern Trust Corp
N/A—321,454-321,454-100%$255.5M———
T. Rowe Price Investment Management, Inc.
N/A—317,988-317,988-100%$252.7M———
Jupiter Topco LLC
N/A—310,752-310,752-100%$247.0M———
AQR Capital Management LLC
N/A—213,943-213,943-100%$164.5M———
Vanguard Fiduciary Trust Co
N/A—211,819-211,819-100%$168.4M———
Stifel Financial Corp
N/A—209,186-209,186-100%$166.3M———
Nomura Asset Management International Inc.
N/A—174,007-174,007-100%$138.3M———
AustralianSuper Pty Ltd
N/A—166,665-166,665-100%$132.5M———
Price T Rowe Associates Inc
N/A—165,653-165,653-100%$131.7M———
UBS Group AG
N/A—161,857-161,857-100%$128.6M———
Bridges Investment Management Inc
N/A—155,740-155,740-100%$123.8M———
TD Asset Management Inc
N/A—149,583-149,583-100%$118.9M———
UBS Asset Management Americas LLC
N/A—149,509-149,509-100%$118.8M———
Victory Capital Management Inc
N/A—140,222-140,222-100%$111.4M———
Man Group plc
N/A—138,999-138,999-100%$110.5M———
Quantinno Capital Management LP
N/A—134,465-134,465-100%$106.9M———
Arrowstreet Capital, Limited Partnership
N/A—126,911-126,911-100%$100.9M———
American Century Companies Inc
N/A—123,196-123,196-100%$97.9M———
Worldquant Millennium Advisors LLC
N/A—119,745-119,745-100%$95.2M———
Legal & General Group Plc
N/A—114,695-114,695-100%$91.2M———
Royal Bank of Canada
N/A—114,634-114,634-100%$91.1M———
Squarepoint Ops LLC
N/A—111,405-111,405-100%$88.5M———
Swiss National Bank
N/A—104,247-104,247-100%$82.9M———
Baird Financial Group, Inc.
N/A—97,670-97,670-100%$77.6M———
Alliancebernstein L.P.
N/A—97,266-97,266-100%$70.8M———
Wells Fargo & Company
N/A—94,002-94,002-100%$74.7M———
Mairs & Power Inc
N/A—91,125-91,125-100%$72.4M———
Citadel Advisors LLC
N/A—86,324-86,324-100%$68.6M———
Rhumbline Advisers
N/A—81,835-81,835-100%$65.0M———
BNP Paribas Financial Markets
N/A—77,341-77,341-100%$61.5M———
Trexquant Investment LP
N/A—77,077-77,077-100%$61.3M———
Vanguard Global Advisers, LLC
N/A—76,442-76,442-100%$60.8M———
Benjamin Edwards Inc
N/A—71,036-71,036-100%$56.5M———
California Public Employees Retirement System
N/A—70,503-70,503-100%$56.0M———
National Pension Service
N/A—67,466-67,466-100%$53.6M———
Neuberger Berman Group LLC
N/A—63,695-63,695-100%$50.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—63,415-63,415-100%$50.4M———
Cerity Partners LLC
N/A—61,404-61,404-100%$48.8M———
HSBC Holdings PLC
N/A—61,287-61,287-100%$48.7M———
Federated Hermes, Inc.
N/A—60,597-60,597-100%$48.2M———
Jones Financial Companies Lllp
N/A—60,089-60,089-100%$46.8M———
California State Teachers Retirement System
N/A—57,932-57,932-100%$46.0M———
Gotham Asset Management, LLC
N/A—53,369-53,369-100%$42.4M———
Korea Investment Corp
N/A—52,185-52,185-100%$41.5M———
Dearborn Partners LLC
N/A—50,723-50,723-100%$40.3M———
Brown Advisory Inc
N/A—50,262-50,262-100%$39.9M———
Whittier Trust Co
N/A—48,057-48,057-100%$38.8M———
First Trust Advisors LP
N/A—45,396-45,396-100%$36.1M———
LOS Angeles Capital Management LLC
N/A—43,272-43,272-100%$34.4M———
Advisors Capital Management, LLC
N/A—40,014-40,014-100%$31.8M———
Evercore Wealth Management, LLC
N/A—37,619-37,619-100%$29.9M———
Teacher Retirement System of Texas
N/A—36,311-36,311-100%$28.9M———
Loomis Sayles & Co L P
N/A—35,860-35,860-100%$28.5M———
Natixis Advisors, LLC
N/A—35,755-35,755-100%$28.4M———
Hancock Whitney Corp
N/A—34,665-34,665-100%$27.6M———
Two Sigma Investments, LP
N/A—34,536-34,536-100%$27.4M———
Primecap Management Co
N/A—33,415-33,415-100%$26.6M———
Adage Capital Partners GP, L.L.C.
N/A—32,900-32,900-100%$26.1M———
Panagora Asset Management Inc
N/A—32,425-32,425-100%$25.8M———
State Board of Administration of Florida Retirement System
N/A—31,235-31,235-100%$24.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—30,334-30,334-100%$24.1M———
Public Employees Retirement Association of Colorado
N/A—29,940-29,940-100%$23.8M———
Axiom Investors LLC
N/A—29,735-29,735-100%$23.6M———
Driehaus Capital Management LLC
N/A—29,509-29,509-100%$23.5M———
SEI Investments Co
N/A—29,046-29,046-100%$23.1M———
Bank of Montreal
N/A—28,501-28,501-100%$22.7M———
Ceredex Value Advisors LLC
N/A—28,375-28,375-100%$22.6M———
Cetera Investment Advisers
N/A—27,118-27,118-100%$21.6M———
National Bank of Canada
N/A—26,673-26,673-100%$21.2M———
Susquehanna International Group, LLP
N/A—26,419-26,419-100%$21.0M———
Segall Bryant & Hamill, LLC
N/A—25,795-25,795-100%$20.5M———
State of Wisconsin Investment Board
N/A—25,434-25,434-100%$20.2M———
Aviva PLC
N/A—25,077-25,077-100%$19.9M———
Tredje Ap-fonden
N/A—25,014-25,014-100%$19.9M———
Liberty One Investment Management, LLC
N/A—24,909-24,909-100%$19.8M———
Osaic Holdings, Inc.
N/A—24,797-24,797-100%$19.7M———
Epoch Investment Partners, Inc.
N/A—24,618-24,618-100%$19.6M———
Martingale Asset Management L P
N/A—24,325-24,325-100%$19.3M———
Whittier Trust Co of Nevada Inc
N/A—23,031-23,031-100%$18.5M———
Sanctuary Advisors, LLC
N/A—22,287-22,287-100%$17.7M———
Danske Bank A/S
N/A—22,000-22,000-100%$17.5M———
Azimuth Capital Investment Management LLC
N/A—21,590-21,590-100%$17.2M———
Intech Investment Management LLC
N/A—21,059-21,059-100%$16.7M———
Paragon Capital Management LLC
N/A—20,935-20,935-100%$16.6M———
Susquehanna Portfolio Strategies, LLC
N/A—20,155-20,155-100%$16.0M———
Public Employees Retirement System of Ohio
N/A—19,726-19,726-100%$15.7M———
Hunter Perkins Capital Management, LLC
N/A—19,008-19,008-100%$15.1M———
Sagefield Capital LP
N/A—18,979-18,979-100%$15.1M———
Manufacturers Life Insurance Company, the
N/A—18,449-18,449-100%$14.7M———
Canada Life Assurance Co
N/A—18,266-18,266-100%$14.5M———
Dakota Wealth Management
N/A—18,181-18,181-100%$14.5M———
Curi Capital, LLC
N/A—18,066-18,066-100%$14.4M———
Chevy Chase Trust Holdings, LLC
N/A—17,909-17,909-100%$14.2M———
Vanguard Investments Australia, Ltd.
N/A—17,678-17,678-100%$14.1M———
Scopus Asset Management, L.P.
N/A—17,232-17,232-100%$13.7M———
Prudential Financial Inc
N/A—17,109-17,109-100%$13.6M———
Mariner, LLC
N/A—17,085-17,085-100%$13.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—16,748-16,748-100%$13.3M———
Orion Porfolio Solutions, LLC
N/A—15,953-15,953-100%$12.7M———
State of Tennessee, Department of Treasury
N/A—15,839-15,839-100%$12.6M———
Treasurer of the State of North Carolina
N/A—15,709-15,709-100%$12.5M———
New York State Common Retirement Fund
N/A—15,662-15,662-100%$12.4M———
Howe & Rusling Inc
N/A—15,473-15,473-100%$12.3M———
Acadian Asset Management LLC
N/A—15,367-15,367-100%$12.2M———
BNP Paribas Asset Management Holding S.A.
N/A—15,176-15,176-100%$12.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—15,121-15,121-100%$12.0M———
Canada Pension Plan Investment Board
N/A—14,900-14,900-100%$11.8M———
Pinnacle Financial Partners, Inc.
N/A—14,869-14,869-100%$11.8M———
Vanguard Asset Management, Ltd
N/A—14,747-14,747-100%$11.7M———
Commerce Bank
N/A—14,448-14,448-100%$11.5M———
KLP Kapitalforvaltning AS
N/A—14,000-14,000-100%$11.1M———
Nomura Asset Management Co LTD
N/A—13,961-13,961-100%$11.1M———
Meeder Asset Management Inc
N/A—13,346-13,346-100%$10.6M———
O'shaughnessy Asset Management, LLC
N/A—12,591-12,591-100%$10.0M———
Havemeyer Place LP
N/A—12,574-12,574-100%$10.0M———
Hudson Bay Capital Management LP
N/A—12,532-12,532-100%$10.0M———
CIBC Bancorp USA Inc.
N/A—12,414-12,414-100%$9.9M———
Erste Asset Management GmbH
N/A—12,340-12,340-100%$9.6M———
Hantz Financial Services, Inc.
N/A—12,258-12,258-100%$9.7M———
Bridgewater Associates, LP
N/A—12,192-12,192-100%$9.7M———
HighTower Advisors, LLC
N/A—11,747-11,747-100%$9.3M———
Focus Partners Wealth
N/A—11,700-11,700-100%$9.3M———
Millennium Management LLC
N/A—11,406-11,406-100%$9.1M———
Resona Asset Management Co.,Ltd.
N/A—11,246-11,246-100%$8.9M———
Toronto Dominion Bank
N/A—11,039-11,039-100%$8.8M———
Stratos Wealth Partners, Ltd.
N/A—10,893-10,893-100%$8.7M———
Cresset Asset Management, LLC
N/A—10,231-10,231-100%$8.1M———
Beacon Investment Advisors LLC
N/A—10,022-10,022-100%$8.0M———
AdvisorShares Investments LLC
N/A—9,910-9,910-100%$7.9M———
Legacy Financial Group LLC
N/A—9,814-9,814-100%$7.8M———
MetLife Investment Management, LLC
N/A—9,737-9,737-100%$7.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,688-9,688-100%$7.7M———
EP Wealth Advisors, LLC
N/A—9,654-9,654-100%$7.7M———
Oddo BHF Asset Management SAS
N/A—9,553-9,553-100%$7.6M———
1832 Asset Management L.P.
N/A—9,450-9,450-100%$7.5M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—9,296-9,296-100%$7.4M———
Steward Partners Investment Advisory, LLC
N/A—9,164-9,164-100%$7.3M———
Harvest Investment Services, LLC
N/A—9,035-9,035-100%$7.2M———
Banque Transatlantique SA
N/A—8,955-8,955-100%$6.6M———
RWA Wealth Partners, LLC
N/A—8,754-8,754-100%$7.0M———
Blair William & Co
N/A—8,528-8,528-100%$6.8M———
Mercer Global Advisors Inc
N/A—8,440-8,440-100%$6.7M———
Teachers Retirement System of the State of Kentucky
N/A—8,423-8,423-100%$6.7M———
AssuredPartners Investment Advisors, LLC
N/A—8,180-8,180-100%$6.5M———
DnB Asset Management AS
N/A—8,130-8,130-100%$6.5M———
Woodline Partners LP
N/A—8,067-8,067-100%$6.4M———
Voya Investment Management LLC
N/A—7,960-7,960-100%$6.3M———
Speece Thorson Capital Group Inc
N/A—7,947-7,947-100%$6.3M———
Landscape Capital Management, L.L.C.
N/A—7,943-7,943-100%$6.3M———
Gabelli Funds LLC
N/A—7,809-7,809-100%$6.2M———
Harbour Investments, Inc.
N/A—7,783-7,783-100%$6.2M———
CIBC World Market Inc.
N/A—7,772-7,772-100%$6.2M———
Silvant Capital Management LLC
N/A—7,747-7,747-100%$6.2M———
IEQ Capital, LLC
N/A—7,641-7,641-100%$6.1M———
Tudor Investment Corp ET AL
N/A—7,553-7,553-100%$6.0M———
Denali Advisors LLC
N/A—7,414-7,414-100%$5.9M———
Vident Advisory, LLC
N/A—7,358-7,358-100%$5.8M———
SIT Investment Associates Inc
N/A—7,325-7,325-100%$5.8M———
SG Americas Securities, LLC
N/A—7,178-7,178-100%$5.7M———
Vanguard Personalized Indexing Management, LLC
N/A—6,863-6,863-100%$5.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—6,806-6,806-100%$5.4M———
Westview Management dba Westview Investment Advisors
N/A—6,379-6,379-100%$5.1M———
MML Investors Services, LLC
N/A—6,360-6,360-100%$5.1M———
Bellars Harris Wealth Management, LLC
N/A—6,349-6,349-100%$5.0M———
Empowered Funds, LLC
N/A—6,307-6,307-100%$5.0M———
Virtu Financial LLC
N/A—6,238-6,238-100%$5.0M———
Public Sector Pension Investment Board
N/A—5,981-5,981-100%$4.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—5,811-5,811-100%$4.6M———
Utah Retirement Systems
N/A—5,598-5,598-100%$4.4M———
Police & Firemen's Retirement System of New Jersey
N/A—5,561-5,561-100%$4.4M———
Tidal Investments LLC
N/A—5,554-5,554-100%$4.4M———
British Columbia Investment Management Corp
N/A—5,547-5,547-100%$4.4M———
Dividend Assets Capital, LLC
N/A—5,530-5,530-100%$4.4M———
&partners
N/A—5,517-5,517-100%$3.5M———
Captrust Financial Advisors
N/A—5,517-5,517-100%$4.4M———
Renaissance Technologies LLC
N/A—5,512-5,512-100%$4.4M———
Focus Partners Advisor Solutions, LLC
N/A—5,511-5,511-100%$4.4M———
Silvercrest Asset Management Group LLC
N/A—5,502-5,502-100%$4.4M———
Twinbeech Capital LP
N/A—5,379-5,379-100%$4.3M———
Credit Agricole S A
N/A—5,300-5,300-100%$4.2M———
Aptus Capital Advisors, LLC
N/A—5,177-5,177-100%$4.1M———
Advisory Services Network, LLC
N/A—5,064-5,064-100%$4.0M———
Rockefeller Capital Management L.P.
N/A—5,032-5,032-100%$4.0M———
Nissay Asset Management Corp N
N/A—4,980-4,980-100%$4.0M———
GWN Securities Inc.
N/A—4,978-4,978-100%$4.0M———
Summit Trail Advisors, LLC
N/A—4,868-4,868-100%$3.9M———
Pathstone Holdings, LLC
N/A—4,599-4,599-100%$3.7M———
Summit Financial, LLC
N/A—4,593-4,593-100%$3.7M———
ING Groep NV
N/A—4,544-4,544-100%$3.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—4,500-4,500-100%$3.6M———
Guggenheim Capital LLC
N/A—4,461-4,461-100%$3.5M———
PDT Partners, LLC
N/A—4,452-4,452-100%$3.5M———
Ameritas Investment Partners, Inc.
N/A—4,343-4,343-100%$3.5M———
Snowden Capital Advisors LLC
N/A—4,338-4,338-100%$3.4M———
Private Advisor Group, LLC
N/A—4,280-4,280-100%$3.4M———
Arax Advisory Partners
N/A—4,275-4,275-100%$3.4M———
GSA Capital Partners LLP
N/A—4,274-4,274-100%$3.4M———
Sequoia Financial Advisors, LLC
N/A—4,244-4,244-100%$3.4M———
Emerald Investment Advisers, LLC
N/A—4,167-4,167-100%$3.3M———
Federation des caisses Desjardins du Quebec
N/A—4,147-4,147-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—4,035-4,035-100%$3.2M———
Union Heritage Capital, LLC
N/A—3,930-3,930-100%$3.1M———
Peak6 LLC
N/A—3,925-3,925-100%$3.1M———
Allstate Corp
N/A—3,903-3,903-100%$3.1M———
Bank of Nova Scotia
N/A—3,880-3,880-100%$3.1M———
Scholtz & Company, LLC
N/A—3,841-3,841-100%$3.1M———
Zacks Investment Management
N/A—3,763-3,763-100%$3.0M———
Caprock Group, LLC
N/A—3,677-3,677-100%$2.9M———
Rafferty Asset Management, LLC
N/A—3,673-3,673-100%$2.9M———
Texas Yale Capital Corp.
N/A—3,669-3,669-100%$2.9M———
Janney Montgomery Scott LLC
N/A—3,633-3,633-100%$2.9M———
XTX Topco Ltd
N/A—3,621-3,621-100%$2.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,588-3,588-100%$2.9M———
Jacobs Levy Equity Management, Inc
N/A—3,516-3,516-100%$2.8M———
AE Wealth Management LLC
N/A—3,501-3,501-100%$2.8M———
Waterloo Capital, L.P.
N/A—3,438-3,438-100%$2.7M———
Verition Fund Management LLC
N/A—3,393-3,393-100%$2.7M———
Picton Mahoney Asset Management
N/A—3,258-3,258-100%$2.6M———
Jane Street Group, LLC
N/A—3,096-3,096-100%$2.5M———
Principal Securities, Inc.
N/A—3,035-3,035-100%$2.4M———
Dockside LLC
N/A—3,016-3,016-100%$2.4M———
Cumberland Partners Ltd
N/A—3,000-3,000-100%$2.4M———
Mizuho Securities USA LLC
N/A—2,893-2,893-100%$2.3M———
Williamson Legacy Group, LLC
N/A—2,879-2,879-100%$2.3M———
Macquarie Group LTD
N/A—2,778-2,778-100%$2.2M———
Pacer Advisors, Inc.
N/A—2,765-2,765-100%$2.2M———
Vestcor Inc
N/A—2,724-2,724-100%$2.2M———
Xcelsior Advisor Partners LLC
N/A—2,697-2,697-100%$2.1M———
Great Valley Advisor Group, Inc.
N/A—2,695-2,695-100%$2.1M———
Syon Capital LLC
N/A—2,631-2,631-100%$2.1M———
Capstone Investment Advisors, LLC
N/A—2,624-2,624-100%$2.1M———
Omers Administration Corp
N/A—2,578-2,578-100%$2.0M———
M&T Bank Corp
N/A—2,567-2,567-100%$2.0M———
Fuller & Thaler Asset Management, Inc.
N/A—2,553-2,553-100%$2.0M———
First National Bank of Omaha
N/A—2,538-2,538-100%$2.0M———
Occudo Quantitative Strategies LP
N/A—2,535-2,535-100%$2.0M———
Wealth Advisors of Iowa, LLC
N/A—2,525-2,525-100%$2.0M———
NewEdge Advisors, LLC
N/A—2,523-2,523-100%$2.0M———
FSB Premier Wealth Management, Inc.
N/A—2,472-2,472-100%$2.0M———
Dorsey & Whitney Trust Co LLC
N/A—2,472-2,472-100%$2.0M———
Allianz Asset Management GmbH
N/A—2,460-2,460-100%$2.0M———
Soros Capital Management LLC
N/A—2,444-2,444-100%$1.9M———
Townsquare Capital LLC
N/A—2,436-2,436-100%$1.9M———
Capula Management Ltd
N/A—2,424-2,424-100%$1.9M———
Campbell & Co Investment Adviser LLC
N/A—2,401-2,401-100%$1.9M———
Winton Group Ltd
N/A—2,400-2,400-100%$1.9M———
Investment Management Corp of Ontario
N/A—2,360-2,360-100%$1.9M———
MAI Capital Management
N/A—2,344-2,344-100%$1.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—2,337-2,337-100%$1.9M———
Nordea Investment Management AB
N/A—2,291-2,291-100%$1.8M———
Metis Global Partners, LLC
N/A—2,251-2,251-100%$1.8M———
Menard Financial Group LLC
N/A—2,230-2,230-100%$1.8M———
Banque Cantonale Vaudoise
N/A—2,228-2,228-100%$1.8M———
Norinchukin Bank, The
N/A—2,120-2,120-100%$1.7M———
Envestnet Portfolio Solutions, Inc.
N/A—2,119-2,119-100%$1.7M———
SBI Okasan Asset Management Co.Ltd.
N/A—2,100-2,100-100%$1.6M———
Equitable Holdings, Inc.
N/A—2,073-2,073-100%$1.6M———
Logan Capital Management Inc
N/A—2,058-2,058-100%$1.6M———
Intrust Bank NA
N/A—2,027-2,027-100%$1.6M———
Callan Family Office, LLC
N/A—2,008-2,008-100%$1.6M———
Diametric Capital, LP
N/A—1,898-1,898-100%$1.5M———
BFC Planning, Inc.
N/A—1,877-1,877-100%$1.5M———
Corient IA LP
N/A—1,872-1,872-100%$1.5M———
LGT Fund Management Co Ltd.
N/A—1,850-1,850-100%$1.5M———
QRG Capital Management, Inc.
N/A—1,847-1,847-100%$1.5M———
Baader Bank Aktiengesellschaft
N/A—1,800-1,800-100%$1.4M———
Nomura Holdings Inc
N/A—1,794-1,794-100%$1.4M———
Waverly Advisors, LLC
N/A—1,774-1,774-100%$1.4M———
Coldstream Capital Management Inc
N/A—1,750-1,750-100%$1.4M———
Dynasty Wealth Management, LLC
N/A—1,717-1,717-100%$1.4M———
Crawford Investment Counsel Inc
N/A—1,710-1,710-100%$1.4M———
Integrated Quantitative Investments LLC
N/A—1,674-1,674-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—1,665-1,665-100%$1.3M———
NWK Group, Inc.
N/A—1,658-1,658-100%$1.3M———
Elevation Advisory Partners LLC
N/A—1,615-1,615-100%$1.4M———
Keel Point, LLC
N/A—1,544-1,544-100%$1.2M———
Daiichi Life Insurance Co., Ltd.
N/A—1,537-1,537-100%$1.2M———
Engineers Gate Manager LP
N/A—1,534-1,534-100%$1.2M———
Regal Investment Advisors LLC
N/A—1,490-1,490-100%$1.2M———
Mufg Securities Emea plc
N/A—1,452-1,452-100%$1.2M———
Marietta Investment Partners LLC
N/A—1,426-1,426-100%$1.1M———
Schroder Investment Management Group
N/A—1,376-1,376-100%$1.1M———
Viawealth, LLC
N/A—1,356-1,356-100%$1.1M———
Inspire Advisors, LLC
N/A—1,341-1,341-100%$1.1M———
Alamea Verwaltungs GmbH
N/A—1,298-1,298-100%$1.0M———
Global Retirement Partners, LLC
N/A—1,253-1,253-100%$995.9K———
Fiduciary Trust Co
N/A—1,248-1,248-100%$992.2K———
Brookwood Investment Group LLC
N/A—1,230-1,230-100%$977.6K———
Seeds Investor LLC
N/A—1,229-1,229-100%$976.8K———
Lombard Odier Asset Management (USA) Corp
N/A—1,224-1,224-100%$972.8K———
Private Wealth Asset Management, LLC
N/A—1,217-1,217-100%$967.3K———
Balyasny Asset Management L.P.
N/A—1,213-1,213-100%$964.1K———
First Eagle Investment Management, LLC
N/A—1,200-1,200-100%$953.7K———
Ames National Corp
N/A—1,200-1,200-100%$953.7K———
Gilbert & Cook, Inc.
N/A—1,197-1,197-100%$951.4K———
Northwestern Mutual Investment Management Company, LLC
N/A—1,185-1,185-100%$941.8K———
EntryPoint Capital, LLC
N/A—1,168-1,168-100%$928.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,151-1,151-100%$914.8K———
IHT Wealth Management, LLC
N/A—1,149-1,149-100%$912.9K———
GeoWealth Management, LLC
N/A—1,148-1,148-100%$912.8K———
Brown Brothers Harriman & Co
N/A—1,143-1,143-100%$908.4K———
Pinebridge Investments LLC
N/A—1,127-1,127-100%$895.7K———
Mufg Securities Americas Inc.
N/A—1,113-1,113-100%$884.6K———
Coastal Bridge Advisors, LLC
N/A—1,112-1,112-100%$883.8K———
Goldstone Financial Group, LLC
N/A—1,101-1,101-100%$875.1K———
Interval Partners, LP
N/A—1,096-1,096-100%$871.1K———
Qtron Investments LLC
N/A—1,084-1,084-100%$861.6K———
Centiva Capital, LP
N/A—1,078-1,078-100%$856.8K———
World Investment Advisors
N/A—1,067-1,067-100%$821.4K———
Proficio Capital Partners LLC
N/A—1,060-1,060-100%$842.5K———
Bradley Foster & Sargent Inc
N/A—1,058-1,058-100%$840.9K———
King Wealth Management Group
N/A—1,050-1,050-100%$835.0K———
Security National Bank of SO DAK
N/A—1,043-1,043-100%$829.0K———
Argent Trust Co
N/A—1,033-1,033-100%$821.0K———
Northwestern Mutual Wealth Management Co
N/A—1,018-1,018-100%$809.3K———
Renaissance Group LLC
N/A—1,017-1,017-100%$808.3K———
Jennison Associates LLC
N/A—1,011-1,011-100%$803.5K———
WealthTrust Axiom LLC
N/A—1,005-1,005-100%$798.8K———
Arkadios Wealth Advisors
N/A—980-980-100%$779.0K———
Berger Financial Group, Inc
N/A—977-977-100%$776.5K———
Advyzon Investment Management, LLC
N/A—975-975-100%$775.3K———
BCS Private Wealth Management, Inc.
N/A—970-970-100%$770.9K———
Optimize Financial Inc.
N/A—952-952-100%$756.6K———
Sound Capital Solutions LLC
N/A—952-952-100%$756.6K———
Bessemer Group Inc
N/A—952-952-100%$719.0K———
Canada Post Corp Registered Pension Plan
N/A—940-940-100%$747.1K———
Boothbay Fund Management, LLC
N/A—917-917-100%$728.8K———
Composition Wealth, LLC
N/A—916-916-100%$727.7K———
Ameritas Advisory Services, LLC
N/A—909-909-100%$722.8K———
Main Street Financial Solutions, LLC
N/A—888-888-100%$706.0K———
Ausdal Financial Partners, Inc.
N/A—851-851-100%$676.5K———
Huntington National Bank
N/A—843-843-100%$670.0K———
DoubleLine ETF Adviser LP
N/A—826-826-100%$656.5K———
AlphaGrep UK Ltd
N/A—809-809-100%$643.0K———
Ancora Advisors LLCA
N/A—806-806-100%$640.7K———
Oxford Asset Management LLP
N/A—800-800-100%$635.8K———
America First Investment Advisors, LLC
N/A—800-800-100%$635.8K———
HM Payson & Co
N/A—782-782-100%$621.7K———
Resurgent Financial Advisors LLC
N/A—780-780-100%$619.9K———
Cozad Asset Management Inc
N/A—765-765-100%$608.0K———
Kera Capital Partners, Inc.
N/A—756-756-100%$600.9K———
Meeder Advisory Services, Inc.
N/A—751-751-100%$597.2K———
Navellier & Associates Inc
N/A—738-738-100%$586.6K———
HighPoint Advisor Group LLC
N/A—735-735-100%$584.0K———
OneDigital Investment Advisors LLC
N/A—732-732-100%$581.7K———
Accent Capital Management, LLC
N/A—728-728-100%$578.6K———
Jump Financial, LLC
N/A—720-720-100%$572.2K———
Stephens Inc
N/A—710-710-100%$564.2K———
Aspen Capital Management, LLC
N/A—702-702-100%$557.9K———
Osmosis Investment Management UK Ltd
N/A—699-699-100%$555.6K———
Westwood Holdings Group Inc
N/A—697-697-100%$554.0K———
United Capital Financial Advisors, LLC
N/A—689-689-100%$547.6K———
Caisse de Depot ET Placement DU Quebec
N/A—682-682-100%$542.0K———
Meiji Yasuda Life Insurance Co
N/A—680-680-100%$540.5K———
Tower Research Capital LLC (TRC)
N/A—678-678-100%$538.9K———
Polymer Capital Management (US) LLC
N/A—674-674-100%$535.7K———
Horizon Investments, LLC
N/A—661-661-100%$525.0K———
Magnetar Financial LLC
N/A—652-652-100%$518.2K———
Glenmede Trust Co NA
N/A—644-644-100%$511.8K———
Gamco Investors, Inc. ET AL
N/A—631-631-100%$501.5K———
TCW Group Inc
N/A—621-621-100%$493.6K———
Wealthfront Advisers LLC
N/A—611-611-100%$485.6K———
First National Advisers, LLC
N/A—609-609-100%$484.0K———
Quarry LP
N/A—603-603-100%$479.3K———
Lazard Asset Management LLC
N/A—598-598-100%$475.3K———
Harvey Capital Management Inc
N/A—598-598-100%$475.3K———
Elgethun Capital Management
N/A—588-588-100%$467.0K———
NewEdge Wealth, LLC
N/A—581-581-100%$461.8K———
Kingsview Wealth Management, LLC
N/A—554-554-100%$440.7K———
Smith, Moore & Co.
N/A—554-554-100%$440.6K———
Advisors Asset Management, Inc.
N/A—548-548-100%$435.5K———
FIL Ltd
N/A—538-538-100%$427.6K———
Bluespring Wealth Management, LLC
N/A—537-537-100%$427.1K———
Optas, LLC
N/A—535-535-100%$425.2K———
Mutual Advisors, LLC
N/A—528-528-100%$419.7K———
Foresight Global Investors, Inc.
N/A—517-517-100%$410.9K———
Greenline Wealth Management LLC
N/A—514-514-100%$408.8K———
Strive Financial Group,LLC
N/A—513-513-100%$407.7K———
RiverFront Investment Group, LLC
N/A—511-511-100%$406.1K———
FLP Wealth Management, LLC
N/A—500-500-100%$397.4K———
Checchi Capital Advisers, LLC
N/A—484-484-100%$384.7K———
Summit Wealth Partners, LLC
N/A—478-478-100%$379.9K———
Icon Wealth Advisors, LLC
N/A—478-478-100%$379.9K———
Crews Bank & Trust
N/A—477-477-100%$379.1K———
Prelude Capital Management, LLC
N/A—471-471-100%$374.3K———
Precision Wealth Strategies, LLC
N/A—470-470-100%$373.9K———
Beacon Pointe Advisors, LLC
N/A—468-468-100%$372.0K———
Venturi Wealth Management, LLC
N/A—464-464-100%$368.8K———
MidFirst Bank
N/A—457-457-100%$363.2K———
Dark Forest Capital Management LP
N/A—457-457-100%$363.2K———
Ostrum Asset Management
N/A—441-441-100%$350.5K———
Ballentine Partners, LLC
N/A—434-434-100%$344.9K———
Hills Bank & Trust Co
N/A—425-425-100%$337.8K———
Foundations Investment Advisors, LLC
N/A—424-424-100%$337.1K———
DRW Securities, LLC
N/A—419-419-100%$333.0K———
First Western Trust Bank
N/A—419-419-100%$333.0K———
Numerai GP LLC
N/A—406-406-100%$322.7K———
Orchard Capital Management, LLC
N/A—400-400-100%$317.9K———
Frec Markets, Inc.
N/A—392-392-100%$311.6K———
Cary Street Partners Investment Advisory LLC
N/A—391-391-100%$310.9K———
Keating Financial Advisory Services, Inc.
N/A—390-390-100%$310.0K———
Quantbot Technologies LP
N/A—386-386-100%$306.8K———
CI Investments Inc.
N/A—380-380-100%$302.0K———
Park Place Capital Corp
N/A—376-376-100%$298.8K———
Astoria Portfolio Advisors Llc.
N/A—372-372-100%$295.7K———
Meiji Yasuda Asset Management Co Ltd.
N/A—365-365-100%$290.1K———
CreativeOne Wealth, LLC
N/A—359-359-100%$285.4K———
Silver OAK Securities, Incorporated
N/A—352-352-100%$279.8K———
Scotia Capital Inc.
N/A—350-350-100%$278.2K———
Stevens Capital Management LP
N/A—340-340-100%$270.0K———
C M Bidwell & Associates LTD
N/A—339-339-100%$269.4K———
Forty-three Eighteen Advisors, LLC
N/A—332-332-100%$263.9K———
Sfmg, LLC
N/A—325-325-100%$258.3K———
Wealthspire Advisors, LLC
N/A—322-322-100%$255.9K———
Red Door Wealth Management, LLC
N/A—319-319-100%$253.5K———
Basepoint Wealth LLC
N/A—312-312-100%$247.8K———
M3 Advisory Group, LLC
N/A—312-312-100%$247.6K———
Wealth Alliance, LLC
N/A—309-309-100%$245.6K———
Quent Capital, LLC
N/A—307-307-100%$244.1K———
Sagewood Asset Management LP
N/A—301-301-100%$239.2K———
Colonial Trust Advisors
N/A—298-298-100%$236.6K———
Claret Asset Management Corp
N/A—290-290-100%$230.0K———
Legato Capital Management LLC
N/A—287-287-100%$228.1K———
Bannerstone Capital Management, LLC
N/A—285-285-100%$226.5K———
Van Diest Capital, LLC
N/A—284-284-100%$225.9K———
Per Stirling Capital Management, Llc.
N/A—283-283-100%$224.9K———
FAS Wealth Partners, Inc.
N/A—279-279-100%$221.8K———
PFG Investments, LLC
N/A—273-273-100%$217.3K———
Farringdon Capital, Ltd.
N/A—272-272-100%$216.2K———
Stonebridge Financial Group, LLC / MO
N/A—272-272-100%$216.4K———
Range Advisory, LLC
N/A—263-263-100%$208.8K———
Calton & Associates, Inc.
N/A—258-258-100%$204.9K———
Investments & Financial Planning, LLC
N/A—256-256-100%$203.3K———
Stratos Investment Management, LLC
N/A—256-256-100%$203.5K———
Modern Wealth Management, LLC
N/A—255-255-100%$202.9K———
Siemens Fonds Invest GmbH
N/A—229-229-100%$182.0K———
Group One Trading LLC
N/A—225-225-100%$178.8K———
Westfuller Advisors, LLC
N/A—167-167-100%$132.8K———
Smartleaf Asset Management LLC
N/A—164-164-100%$128.0K———
Security National Bank of Sioux City Iowa
N/A—150-150-100%$119.2K———
Rothschild Investment LLC
N/A—148-148-100%$117.6K———
Ameriflex Group, Inc.
N/A—144-144-100%$114.5K———
Oakmont Advisory Group, LLC
N/A—122-122-100%$97.3K———
Persistent Asset Partners Ltd
N/A—117-117-100%$93.0K———
Basecamp Wealth Advisors LLC
N/A—114-114-100%$90.6K———
Geneos Wealth Management Inc.
N/A—105-105-100%$83.5K———
Cyber Hornet ETFs LLC
N/A—99-99-100%$78.7K———
Smithfield Trust Co
N/A—90-90-100%$72.0K———
Measured Wealth Private Client Group, LLC
N/A—79-79-100%$62.8K———
CVA Family Office, LLC
N/A—79-79-100%$62.8K———
Johnson Financial Group, Inc.
N/A—69-69-100%$54.8K———
EFG International AG
N/A—66-66-100%$52.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—65-65-100%$51.7K———
IFG Advisory, LLC
N/A—62-62-100%$49.3K———
Transamerica Financial Advisors, LLC
N/A—62-62-100%$49.4K———
Paladin Advisory Group, LLC
N/A—58-58-100%$46.1K———
Groupe la Francaise
N/A—53-53-100%$42.1K———
Atlantic Union Bankshares Corp
N/A—52-52-100%$41.3K———
Walleye Capital LLC
N/A—51-51-100%$40.5K———
Caitlin John, LLC
N/A—44-44-100%$35.0K———
Anchor Investment Management, LLC
N/A—43-43-100%$34.2K———
Colonial Trust Co / SC
N/A—40-40-100%$31.8K———
ST Germain D J Co Inc
N/A—35-35-100%$27.8K———
Fiduciary Financial Advisors
N/A—34-34-100%$26.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—33-33-100%$26.2K———
Bogart Wealth, LLC
N/A—31-31-100%$24.6K———
HHM Wealth Advisors, LLC
N/A—28-28-100%$22.3K———
Frazier Financial Advisors, LLC
N/A—26-26-100%$20.7K———
Roble, Belko & Company, Inc
N/A—25-25-100%$20.0K———
Truvestments Capital LLC
N/A—22-22-100%$17.5K———
Mcguire Capital Advisors Inc
N/A—18-18-100%$14.3K———
Glen Eagle Advisors, LLC
N/A—18-18-100%$14.3K———
LRI Investments, LLC
N/A—18-18-100%$14.3K———
Cbiz Investment Advisory Services, LLC
N/A—17-17-100%$12.4K———
Kemnay Advisory Services Inc.
N/A—16-16-100%$12.7K———
Dunhill Financial, LLC
N/A—15-15-100%$12.1K———
Strategic Wealth Partners, Ltd.
N/A—15-15-100%$11.9K———
Raffa Wealth Management, LLC
N/A—12-12-100%$9.5K———
Nova Wealth Management, Inc.
N/A—10-10-100%$7.9K———
SHP Wealth Management
N/A—10-10-100%$7.9K———
LGT Financial Advisors LLC
N/A—9-9-100%$7.4K———
Webster Bank, N. A.
N/A—8-8-100%$6.4K———
HFM Investment Advisors, LLC
N/A—8-8-100%$6.4K———
Dogwood Wealth Management LLC
N/A—8-8-100%$6.4K———
Sachetta, LLC
N/A—8-8-100%$6.4K———
Prestige Wealth Management Group LLC
N/A—7-7-100%$5.6K———
IMA Advisory Services, Inc.
N/A—7-7-100%$5.6K———
Cornerstone Financial Management LLC
N/A—6-6-100%$4.8K———
Game Plan Financial Advisors, LLC
N/A—5-5-100%$4.0K———
Continuum Advisory, LLC
N/A—5-5-100%$4.0K———
Rialto Wealth Management, LLC
N/A—4-4-100%$3.2K———
Bartlett & Co. Wealth Management LLC
N/A—3-3-100%$2.4K———
JPL Wealth Management, LLC
N/A—3-3-100%$2.4K———
Bruce G. Allen Investments, LLC
N/A—3-3-100%$2.4K———
1015 Capital Partners, LLC
N/A—2-2-100%$1.6K———
SouthState Bank Corp
N/A—2-2-100%$1.6K———
Ogorek Anthony Joseph
N/A—2-2-100%$1———
Seneschal Advisors, LLC
N/A—1-1-100%$795———
Motco
N/A—1-1-100%$795———
Showing 1138 of 1138 institutions