IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cincinnati Financial Corp (CINF)

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
Shares4,372,000 from 4,210,819
Change+161,181 (+4%)
Value$694.1M (-$82.4M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,699,489 from 1,615,302
Change+84,187 (+5%)
Value$270.9M (-$28.2M)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares1,493,804 from 1,495,541
Change-1,737 (0%)
Value$238.1M (-$38.8M)
Filed 2026-10-15
Bahl & Gaynor LLC
DECREASED
Shares1,215,993 from 1,217,117
Change-1,124 (0%)
Value$193.8M (-$31.5M)
Filed 2026-11-05
ProShare Advisors LLC
DECREASED
Shares959,898 from 1,009,421
Change-49,523 (-5%)
Value$153.0M (-$33.9M)
Filed 2026-10-29
Vest Financial, LLC
INCREASED
Shares761,534 from 637,297
Change+124,237 (+19%)
Value$121.4M (+$3.4M)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares753,157 from 794,325
Change-41,168 (-5%)
Value$120.0M (-$27.0M)
Filed 2026-11-05
Boston Trust Walden Corp
DECREASED
Shares688,954 from 737,311
Change-48,357 (-7%)
Value$109.8M (-$26.7M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares599,134 from 605,574
Change-6,440 (-1%)
Value$95.5M (-$16.6M)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares474,420 from 708,485
Change-234,065 (-33%)
Value$75.6M (-$55.6M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares463,007 from 464,077
Change-1,070 (0%)
Value$73.8M (-$12.1M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares426,783 from 404,490
Change+22,293 (+6%)
Value$68.0M (-$6.9M)
Filed 2026-11-05
Amundi
DECREASED
Shares426,336 from 513,509
Change-87,173 (-17%)
Value$67.9M (-$27.1M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares418,892 from 525,142
Change-106,250 (-20%)
Value$66.8M (-$30.5M)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares397,611 from 396,011
Change+1,600 (+0%)
Value$63.4M (-$10.0M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares380,293 from 383,155
Change-2,862 (-1%)
Value$60.6M (-$10.3M)
Filed 2026-11-06
Old Republic International Corp
DECREASED
Shares354,700 from 368,900
Change-14,200 (-4%)
Value$56.5M (-$11.8M)
Filed 2026-10-26
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares340,621 from 355,876
Change-15,255 (-4%)
Value$54.3M (-$11.6M)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares337,961 from 473,566
Change-135,605 (-29%)
Value$53.9M (-$33.8M)
Filed 2026-11-06
Aegon Asset Management UK PLC
DECREASED
Shares302,112 from 458,951
Change-156,839 (-34%)
Value$48.1M (-$36.8M)
Filed 2026-11-04
Assenagon Asset Management S.A.
NEW
Shares299,242
Change+299,242
Value$47.7M
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares253,231 from 185,044
Change+68,187 (+37%)
Value$40.8M (+$8.2M)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares197,433 from 258,827
Change-61,394 (-24%)
Value$31.5M (-$16.5M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares195,288 from 171,941
Change+23,347 (+14%)
Value$31.1M (-$710.1K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares183,360 from 189,357
Change-5,997 (-3%)
Value$29.2M (-$5.8M)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares165,821 from 216,317
Change-50,496 (-23%)
Value$26.5M (-$13.6M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares164,683 from 134,765
Change+29,918 (+22%)
Value$26.2M (+$1.3M)
Filed 2026-11-02
Principal Financial Group Inc
DECREASED
Shares157,424 from 181,074
Change-23,650 (-13%)
Value$25.1M (-$8.4M)
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares153,717 from 156,180
Change-2,463 (-2%)
Value$24.5M (-$4.4M)
Filed 2026-11-03
Verity & Verity, LLC
INCREASED
Shares150,235 from 149,615
Change+620 (+0%)
Value$23.9M (-$3.8M)
Filed 2026-10-23
Arbejdsmarkedets Tillaegspension
DECREASED
Shares146,300 from 174,200
Change-27,900 (-16%)
Value$23.3M (-$8.9M)
Filed 2026-10-30
DekaBank Deutsche Girozentrale
INCREASED
Shares137,573 from 25,728
Change+111,845 (+435%)
Value$22.2K (+$18.1K)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares133,021 from 150,719
Change-17,698 (-12%)
Value$21.2M (-$6.7M)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares128,711 from 140,748
Change-12,037 (-9%)
Value$20.5M (-$5.5M)
Filed 2026-10-30
Illinois Municipal Retirement Fund
DECREASED
Shares116,791 from 121,746
Change-4,955 (-4%)
Value$18.6M (-$3.9M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares115,730 from 102,291
Change+13,439 (+13%)
Value$18.4M (-$494.3K)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares114,211 from 110,204
Change+4,007 (+4%)
Value$18.2M (-$2.2M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares114,073 from 129,182
Change-15,109 (-12%)
Value$18.2M (-$5.7M)
Filed 2026-10-22
First Financial Bank - Trust Division
DECREASED
Shares112,844 from 113,165
Change-321 (0%)
Value$18.0M (-$3.0M)
Filed 2026-10-01
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares111,536 from 110,777
Change+759 (+1%)
Value$17.8M (-$2.7M)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares99,097 from 97,838
Change+1,259 (+1%)
Value$15.8M (-$2.3M)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares97,627 from 99,294
Change-1,667 (-2%)
Value$15.6M (-$2.8M)
Filed 2026-10-14
Aberdeen Group plc
DECREASED
Shares97,370 from 110,143
Change-12,773 (-12%)
Value$15.5M (-$4.9M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares74,438 from 73,917
Change+521 (+1%)
Value$11.9M (-$1.8M)
Filed 2026-11-02
Pictet Asset Management Holding SA
INCREASED
Shares73,315 from 67,773
Change+5,542 (+8%)
Value$11.7M (-$863.3K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares73,083 from 62,955
Change+10,128 (+16%)
Value$11.6M (-$8.3K)
Filed 2026-10-07
SEB Asset Management AB
DECREASED
Shares70,885 from 75,499
Change-4,614 (-6%)
Value$11.3M (-$2.7M)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares67,652 from 68,410
Change-758 (-1%)
Value$10.8M (-$1.9M)
Filed 2026-11-06
Yousif Capital Management, LLC
INCREASED
Shares66,657 from 65,599
Change+1,058 (+2%)
Value$10.6M (-$1.5M)
Filed 2026-10-22
Asset Management One Co., Ltd.
DECREASED
Shares66,369 from 67,475
Change-1,106 (-2%)
Value$10.6M (-$1.9M)
Filed 2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares64,154 from 64,618
Change-464 (-1%)
Value$10.2M (-$1.7M)
Filed 2026-10-15
Pettinga Financial Advisors LLC
INCREASED
Shares52,781 from 52,767
Change+14 (+0%)
Value$8.4M (-$1.4M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
DECREASED
Shares50,318 from 50,644
Change-326 (-1%)
Value$8.0M (-$1.4M)
Filed 2026-11-05
Narwhal Capital Management
INCREASED
Shares50,018 from 49,750
Change+268 (+1%)
Value$8.0M (-$1.2M)
Filed 2026-11-04
Nykredit A/S
INCREASED
Shares46,148 from 39,093
Change+7,055 (+18%)
Value$7.4M (+$116.9K)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares45,024 from 45,024
Change0 (0%)
Value$7.2M (-$1.2M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares44,098 from 44,030
Change+68 (+0%)
Value$7.0M (-$1.1M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
DECREASED
Shares42,341 from 48,186
Change-5,845 (-12%)
Value$6.7M (-$2.2M)
Filed 2026-11-03
Arizona State Retirement System
DECREASED
Shares42,247 from 44,637
Change-2,390 (-5%)
Value$6.7M (-$1.5M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares38,606 from 39,606
Change-1,000 (-3%)
Value$6.2M (-$1.2M)
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares37,507 from 47,867
Change-10,360 (-22%)
Value$6.0M (-$2.9M)
Filed 2026-10-20
IFM Investors Pty Ltd
DECREASED
Shares35,132 from 38,234
Change-3,102 (-8%)
Value$5.6M (-$1.5M)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares33,909 from 34,166
Change-257 (-1%)
Value$5.4M (-$921.4K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares33,627 from 37,583
Change-3,956 (-11%)
Value$5.4M (-$1.6M)
Filed 2026-11-02
Natixis
DECREASED
Shares33,170 from 34,054
Change-884 (-3%)
Value$5.3M (-$1.0M)
Filed 2026-11-06
Heritage Wealth Management, Inc.
UNCHANGED
Shares32,430 from 32,430
Change0 (0%)
Value$5.2M (-$835.7K)
Filed 2026-10-28
Retirement Systems of Alabama
DECREASED
Shares32,186 from 32,497
Change-311 (-1%)
Value$5.1M (-$887.0K)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares31,576 from 30,879
Change+697 (+2%)
Value$5.0M (-$684.7K)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED
Shares30,094 from 29,826
Change+268 (+1%)
Value$4.8M (-$725.9K)
Filed 2026-10-20
Souders Financial Advisors
INCREASED
Shares29,253 from 28,900
Change+353 (+1%)
Value$4.7M (-$688.5K)
Filed 2026-11-03
Xponance LLC
INCREASED
Shares29,102 from 27,467
Change+1,635 (+6%)
Value$4.6M (-$447.3K)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares28,192 from 25,314
Change+2,878 (+11%)
Value$4.5M (-$193.7K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares28,017 from 8,307
Change+19,710 (+237%)
Value$4.5M (+$2.9M)
Filed 2026-11-06
Rakuten Investment Management, Inc.
INCREASED
Shares27,626 from 25,358
Change+2,268 (+9%)
Value$4.5M (-$269.3K)
Filed 2026-10-30
Revisor Wealth Management LLC
DECREASED
Shares27,352 from 27,385
Change-33 (0%)
Value$4.7M (-$412.4K)
Filed 2026-10-20
KBC Group NV
INCREASED
Shares27,134 from 25,102
Change+2,032 (+8%)
Value$4.3M (-$324.0K)
Filed 2026-10-22
Thrive Capital Management, LLC
NEW
Shares26,740
Change+26,740
Value$4.3M
Filed 2026-10-28
Monarch Capital Management Inc
DECREASED
Shares26,701 from 27,051
Change-350 (-1%)
Value$4.3M (-$750.8K)
Filed 2026-10-19
Amalgamated Bank
DECREASED
Shares26,653 from 27,319
Change-666 (-2%)
Value$4.2M (-$810.0K)
Filed 2026-10-23
ABN Amro Investment Solutions
INCREASED
Shares26,576 from 23,746
Change+2,830 (+12%)
Value$4.2M (-$160.9K)
Filed 2026-10-21
Journey Advisory Group, LLC
UNCHANGED
Shares26,510 from 26,510
Change0 (0%)
Value$4.2M (-$683.2K)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares26,292 from 26,160
Change+132 (+1%)
Value$4.2M (-$653.1K)
Filed 2026-10-16
Dupree Financial Group, LLC
INCREASED
Shares25,785 from 24,767
Change+1,018 (+4%)
Value$4.1M (-$476.0K)
Filed 2026-10-09
New York Life Investment Management LLC
DECREASED
Shares22,789 from 22,998
Change-209 (-1%)
Value$3.6M (-$626.0K)
Filed 2026-11-04
CX Institutional
DECREASED
Shares21,844 from 33,792
Change-11,948 (-35%)
Value$3.5K (-$6.3M)
Filed 2026-10-02
Daymark Wealth Partners, LLC
INCREASED
Shares21,534 from 21,382
Change+152 (+1%)
Value$3.4M (-$526.7K)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares21,266 from 21,342
Change-76 (0%)
Value$3.4M (-$562.1K)
Filed 2026-10-20
Hengehold Capital Management LLC
DECREASED
Shares19,212 from 19,568
Change-356 (-2%)
Value$3.1M (-$560.9K)
Filed 2026-10-16
UniSuper Management Pty Ltd
INCREASED
Shares19,208 from 17,808
Change+1,400 (+8%)
Value$3.1M (-$235.8K)
Filed 2026-10-26
PDS Planning, Inc
DECREASED
Shares19,073 from 19,286
Change-213 (-1%)
Value$3.0M (-$530.9K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares18,868 from 19,084
Change-216 (-1%)
Value$3.0M (-$526.2K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares18,266 from 18,483
Change-217 (-1%)
Value$2.9M (-$510.9K)
Filed 2026-11-05
Cherokee Insurance Co
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$2.9M (-$463.9K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares17,993 from 5,069
Change+12,924 (+255%)
Value$2.9M (+$1.9M)
Filed 2026-10-28
Ethic Inc.
DECREASED
Shares17,925 from 20,910
Change-2,985 (-14%)
Value$2.9M (-$1.0M)
Filed 2026-11-03
Trueblood Wealth Management, LLC
INCREASED
Shares17,718 from 17,715
Change+3 (+0%)
Value$2.8M (-$456.0K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares17,554
Change+17,554
Value$2.8K
Filed 2026-11-03
Legacy Financial Strategies, LLC
DECREASED
Shares17,452 from 18,238
Change-786 (-4%)
Value$2.8M (-$595.2K)
Filed 2026-10-15
OP Asset Management Ltd
UNCHANGED
Shares17,122 from 17,122
Change0 (0%)
Value$2.7M (-$441.2K)
Filed 2026-11-05
Avanza Fonder AB
UNCHANGED
Shares17,095 from 17,095
Change0 (0%)
Value$2.7M (-$440.5K)
Filed 2026-10-13
Alps Advisors Inc
INCREASED
Shares16,428 from 1,298
Change+15,130 (+1166%)
Value$2.6M (+$2.4M)
Filed 2026-11-03
AGF Management LTD
NEW
Shares16,420
Change+16,420
Value$2.6M
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares15,688 from 15,918
Change-230 (-1%)
Value$2.5M (-$446.9K)
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares15,675
Change+15,675
Value$2.5M
Filed 2026-10-19
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares15,660 from 12,185
Change+3,475 (+29%)
Value$2.5M (+$239.8K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares14,721 from 13,287
Change+1,434 (+11%)
Value$2.3M (-$114.0K)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares14,540 from 15,157
Change-617 (-4%)
Value$2.3M (-$489.0K)
Filed 2026-10-15
BlueSky Wealth Advisors, LLC
INCREASED
Shares14,483 from 14,464
Change+19 (+0%)
Value$2.3M (-$369.7K)
Filed 2026-10-29
Oppenheimer & Co Inc
DECREASED
Shares14,088 from 14,129
Change-41 (0%)
Value$2.2M (-$370.6K)
Filed 2026-10-26
MCF Advisors LLC
UNCHANGED
Shares13,919 from 13,919
Change0 (0%)
Value$2.2M (-$358.6K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares13,609 from 16,040
Change-2,431 (-15%)
Value$2.2M (-$800.6K)
Filed 2026-10-08
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares13,449 from 16,849
Change-3,400 (-20%)
Value$2.1M (-$976.1K)
Filed 2026-10-30
Atria Investments, Inc
DECREASED
Shares12,928 from 13,355
Change-427 (-3%)
Value$2.1M (-$412.1K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares12,862 from 15,398
Change-2,536 (-16%)
Value$2.0M (-$801.0K)
Filed 2026-10-30
Harvey Investment Co LLC
UNCHANGED
Shares12,631 from 12,631
Change0 (0%)
Value$2.0M (-$326.0K)
Filed 2026-10-20
Mitchell Sinkler & Starr
DECREASED
Shares12,368 from 12,488
Change-120 (-1%)
Value$2.0M (-$340.9K)
Filed 2026-10-13
PCA Investment Advisory Services Inc.
INCREASED
Shares12,137 from 12,132
Change+5 (+0%)
Value$1.9M (-$311.9K)
Filed 2026-10-13
Values First Advisors, Inc.
DECREASED
Shares11,905 from 12,071
Change-166 (-1%)
Value$1.9M (-$337.6K)
Filed 2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED
Shares11,872 from 11,872
Change0 (0%)
Value$1.9M (-$305.0K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
DECREASED
Shares11,867 from 12,059
Change-192 (-2%)
Value$1.9M (-$380.4K)
Filed 2026-10-19
Northstar Asset Management Co
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$2.0M (-$106.5K)
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares11,506 from 12,930
Change-1,424 (-11%)
Value$1.8M (-$560.0K)
Filed 2026-10-22
Applied Capital LLC
DECREASED
Shares11,500 from 11,520
Change-20 (0%)
Value$1.8M (-$300.1K)
Filed 2026-10-07
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares11,450 from 11,450
Change0 (0%)
Value$1.8M (-$295.1K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares11,146 from 12,496
Change-1,350 (-11%)
Value$1.8M (-$537.2K)
Filed 2026-10-28
Jessup Wealth Management, Inc
DECREASED
Shares10,926 from 11,507
Change-581 (-5%)
Value$1.7M (-$389.1K)
Filed 2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED
Shares10,912 from 10,912
Change0 (0%)
Value$1.7M (-$281.2K)
Filed 2026-10-06
Assetmark, Inc
INCREASED
Shares10,713 from 10,364
Change+349 (+3%)
Value$1.7M (-$211.5K)
Filed 2026-10-21
Fideuram Asset Management (Ireland) dac
INCREASED
Shares10,675 from 5,657
Change+5,018 (+89%)
Value$1.9M (+$908.3K)
Filed 2026-10-29
Park National Corp
DECREASED
Shares10,593 from 11,405
Change-812 (-7%)
Value$1.7M (-$423.3K)
Filed 2026-10-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares10,566 from 10,494
Change+72 (+1%)
Value$1.7M (-$259.0K)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares10,339
Change+10,339
Value$1.6M
Filed 2026-10-30
Aljian Capital Management, LLC
UNCHANGED
Shares10,215 from 10,215
Change0 (0%)
Value$1.6M (-$263.2K)
Filed 2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares10,020 from 9,284
Change+736 (+8%)
Value$1.6M (-$122.0K)
Filed 2026-10-26
Hurlow Wealth Management Group, Inc.
INCREASED
Shares9,982 from 9,975
Change+7 (+0%)
Value$1.6M (-$256.1K)
Filed 2026-10-29
Patton Albertson Miller Group, LLC
UNCHANGED
Shares9,920 from 9,920
Change0 (0%)
Value$1.6M (-$255.6K)
Filed 2026-10-26
Lincoln Capital LLC
UNCHANGED
Shares9,813 from 9,813
Change0 (0%)
Value$1.6M (-$252.9K)
Filed 2026-10-09
Ascent Group, LLC
DECREASED
Shares9,684 from 9,740
Change-56 (-1%)
Value$1.5M (-$259.9K)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
INCREASED
Shares9,540 from 8,126
Change+1,414 (+17%)
Value$1.5M (+$15.9K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares9,341 from 8,415
Change+926 (+11%)
Value$1.5M (-$77.0K)
Filed 2026-11-04
Maryland State Retirement & Pension System
INCREASED
Shares9,325 from 8,395
Change+930 (+11%)
Value$1.5M (-$68.1K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares9,024 from 9,052
Change-28 (0%)
Value$1.5M (-$181.2K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares8,902 from 8,902
Change0 (0%)
Value$1.4M (-$229.4K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares8,668 from 8,175
Change+493 (+6%)
Value$1.6M (+$91.3K)
Filed 2026-11-06
Praxis Investment Management Inc
UNCHANGED
Shares8,657 from 8,657
Change0 (0%)
Value$1.4M (-$223.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares8,612 from 7,363
Change+1,249 (+17%)
Value$1.4M (+$9.2K)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares8,426 from 8,029
Change+397 (+5%)
Value$1.3M (-$143.6K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares8,361 from 8,263
Change+98 (+1%)
Value$1.3M (-$197.3K)
Filed 2026-10-08
First City Capital Management, Inc.
DECREASED
Shares8,348 from 8,373
Change-25 (0%)
Value$1.3M (-$219.8K)
Filed 2026-10-27
Valmark Advisers, Inc.
DECREASED
Shares8,301 from 8,778
Change-477 (-5%)
Value$1.3M (-$302.2K)
Filed 2026-11-06
Hartford Investment Management Co
DECREASED
Shares8,270 from 8,617
Change-347 (-4%)
Value$1.3M (-$277.4K)
Filed 2026-11-04
Inspire Investing, LLC
DECREASED
Shares8,207 from 10,049
Change-1,842 (-18%)
Value$1.3M (-$552.5K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares8,146 from 7,377
Change+769 (+10%)
Value$1.3M (-$67.6K)
Filed 2026-11-06
Wealth Dimensions Group, Ltd.
INCREASED
Shares7,885 from 7,849
Change+36 (+0%)
Value$1.3M (-$196.5K)
Filed 2026-11-02
First Citizens Bank & Trust Co
INCREASED
Shares7,875 from 1,596
Change+6,279 (+393%)
Value$1.3M (+$959.6K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares7,855 from 7,816
Change+39 (+1%)
Value$1.3M (-$195.2K)
Filed 2026-10-20
Brindle & Bay Financial Advisors, LLC
NEW
Shares7,852
Change+7,852
Value$1.3M
Filed 2026-10-15
Salvus Wealth Management, LLC
INCREASED
Shares7,764 from 7,114
Change+650 (+9%)
Value$1.2M (-$79.7K)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares7,687 from 7,687
Change0 (0%)
Value$1.2M (-$198.0K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares7,523 from 3,978
Change+3,545 (+89%)
Value$1.2M (+$462.5K)
Filed 2026-10-23
Louisiana State Employees Retirement System
DECREASED
Shares7,500 from 7,900
Change-400 (-5%)
Value$1.2M (-$267.3K)
Filed 2026-10-20
Candriam S.C.A.
DECREASED
Shares7,486 from 9,151
Change-1,665 (-18%)
Value$1.2M (-$495.2K)
Filed 2026-11-03
Marathon Capital Management
UNCHANGED
Shares7,485 from 7,485
Change0 (0%)
Value$1.2M (-$192.9K)
Filed 2026-10-23
Univest Financial Corp
DECREASED
Shares7,285 from 7,425
Change-140 (-2%)
Value$1.2M (-$213.7K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares6,992 from 7,414
Change-422 (-6%)
Value$1.1M (-$258.3K)
Filed 2026-10-15
Gateway Investment Advisers LLC
INCREASED
Shares6,992 from 6,979
Change+13 (+0%)
Value$1.1M (-$177.8K)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
DECREASED
Shares6,877 from 7,185
Change-308 (-4%)
Value$1.1M (-$234.2K)
Filed 2026-10-21
Novem Group
INCREASED
Shares6,872 from 6,738
Change+134 (+2%)
Value$1.1M (-$152.3K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
INCREASED
Shares6,859 from 5,941
Change+918 (+15%)
Value$1.1M (-$6.7K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED
Shares6,717 from 6,308
Change+409 (+6%)
Value$1.1M (-$91.8K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares6,678 from 6,617
Change+61 (+1%)
Value$1.1M (-$160.7K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$1.1M (-$170.1K)
Filed 2026-10-14
Annex Advisory Services, LLC
NEW
Shares6,542
Change+6,542
Value$1.0M
Filed 2026-10-16
City Holding Co
INCREASED
Shares6,514 from 6,487
Change+27 (+0%)
Value$1.0M (-$162.9K)
Filed 2026-10-19
Greenwood Capital Associates LLC
NEW
Shares6,391
Change+6,391
Value$1.0M
Filed 2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares6,343 from 47,750
Change-41,407 (-87%)
Value$1.0M (-$7.8M)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares6,257
Change+6,257
Value$997.2K
Filed 2026-10-16
E. Ohman J:or Asset Management AB
INCREASED
Shares6,204 from 4,384
Change+1,820 (+42%)
Value$988.7K (+$177.1K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,073 from 3,181
Change+2,892 (+91%)
Value$1.0M (+$445.5K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares5,909 from 6,059
Change-150 (-2%)
Value$941.7K (-$180.0K)
Filed 2026-10-28
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares5,907 from 5,907
Change0 (0%)
Value$941.4K (-$152.2K)
Filed 2026-10-26
Aviance Capital Partners, LLC
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$937.3K (-$151.6K)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares5,773 from 5,911
Change-138 (-2%)
Value$920.0K (-$174.0K)
Filed 2026-11-05
Formidable Asset Management, LLC
INCREASED
Shares5,561 from 5,533
Change+28 (+1%)
Value$1.0M (+$158.9K)
Filed 2026-11-03
Crew Capital Management, Ltd
UNCHANGED
Shares5,531 from 5,531
Change0 (0%)
Value$881.5K (-$142.5K)
Filed 2026-10-28
Saxony Capital Management, LLC
UNCHANGED
Shares5,482 from 5,482
Change0 (0%)
Value$873.6K (-$141.3K)
Filed 2026-10-15
Ellsworth Advisors, LLC
DECREASED
Shares5,428 from 5,533
Change-105 (-2%)
Value$865.1K (-$89.0K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares5,426 from 5,290
Change+136 (+3%)
Value$864.7K (-$114.7K)
Filed 2026-10-14
Money Concepts Capital Corp
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$852.6K (-$137.9K)
Filed 2026-11-06
Nautilus Advisors LLC
UNCHANGED
Shares5,331 from 5,331
Change0 (0%)
Value$849.6K (-$106.1K)
Filed 2026-10-07
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares5,059
Change+5,059
Value$806.3K
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares5,059 from 5,060
Change-1 (0%)
Value$806.3K (-$130.5K)
Filed 2026-10-20
Westhampton Capital, LLC
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$800.8K (-$129.5K)
Filed 2026-10-30
Guardian Wealth Advisors, LLC
DECREASED
Shares4,971 from 5,545
Change-574 (-10%)
Value$901.7K (-$124.9K)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares4,919 from 1,285
Change+3,634 (+283%)
Value$783.9K (+$546.0K)
Filed 2026-10-23
Contravisory Investment Management, Inc.
INCREASED
Shares4,899 from 4,883
Change+16 (+0%)
Value$780.8K (-$123.3K)
Filed 2026-10-13
Accordant Advisory Group Inc
NEW
Shares4,855
Change+4,855
Value$773.7K
Filed 2026-10-29
Central Trust Co
UNCHANGED
Shares4,839 from 4,839
Change0 (0%)
Value$771.2K (-$124.7K)
Filed 2026-11-05
Indivisible Partners
DECREASED
Shares4,748 from 4,807
Change-59 (-1%)
Value$756.7K (-$133.3K)
Filed 2026-10-26
HUB Investment Partners, LLC
DECREASED
Shares4,668 from 4,734
Change-66 (-1%)
Value$743.9K (-$132.6K)
Filed 2026-11-03
North Dakota State Investment Board
INCREASED
Shares4,662 from 4,580
Change+82 (+2%)
Value$743.0K (-$105.0K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares4,592 from 4,364
Change+228 (+5%)
Value$731.8K (-$76.2K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares4,561 from 4,548
Change+13 (+0%)
Value$726.9K (-$115.0K)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$721.9K (-$116.7K)
Filed 2026-10-19
MQS Management LLC
NEW
Shares4,512
Change+4,512
Value$719.1K
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares4,408 from 5,229
Change-821 (-16%)
Value$702.5K (-$265.6K)
Filed 2026-10-22
Westco Advisory Services Inc
DECREASED
Shares4,310 from 4,317
Change-7 (0%)
Value$686.9K (-$112.4K)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED
Shares4,296 from 2,919
Change+1,377 (+47%)
Value$684.7K (+$144.3K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares4,206 from 4,340
Change-134 (-3%)
Value$670.3K (-$133.3K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
INCREASED
Shares4,205 from 1,709
Change+2,496 (+146%)
Value$670.1K (+$353.7K)
Filed 2026-11-03
TMB Capital Partners, LLC
INCREASED
Shares4,180 from 4,170
Change+10 (+0%)
Value$666.1K (-$105.8K)
Filed 2026-10-20
Linden Thomas Advisory Services, LLC
DECREASED
Shares4,179 from 4,222
Change-43 (-1%)
Value$666.0K (-$115.7K)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares4,118 from 2,729
Change+1,389 (+51%)
Value$656.2K (+$151.0K)
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares4,056 from 3,353
Change+703 (+21%)
Value$671.5K (+$50.7K)
Filed 2026-10-13
Summit Financial Strategies, Inc.
UNCHANGED
Shares4,052 from 4,052
Change0 (0%)
Value$645.8K (-$104.4K)
Filed 2026-10-14
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares4,045 from 4,646
Change-601 (-13%)
Value$644.7K (-$215.5K)
Filed 2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares4,041 from 4,040
Change+1 (+0%)
Value$644.0K (-$103.9K)
Filed 2026-11-02
Opus Capital Group, LLC
INCREASED
Shares4,040 from 4,001
Change+39 (+1%)
Value$644.0K (-$97.0K)
Filed 2026-10-30
Securian Asset Management, Inc
DECREASED
Shares4,011 from 4,111
Change-100 (-2%)
Value$639.2K (-$104.0K)
Filed 2026-11-06
Forbes J M & Co LLP
UNCHANGED
Shares3,983 from 3,983
Change0 (0%)
Value$634.8K (-$102.6K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares3,962 from 3,911
Change+51 (+1%)
Value$631.5K (-$92.7K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares3,947 from 3,118
Change+829 (+27%)
Value$629.1K (+$51.9K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED
Shares3,908 from 3,908
Change0 (0%)
Value$622.8K (-$100.7K)
Filed 2026-10-29
Greenleaf Trust
DECREASED
Shares3,895 from 3,938
Change-43 (-1%)
Value$620.7K (-$108.3K)
Filed 2026-10-29
BIP Wealth, LLC
UNCHANGED
Shares3,891 from 3,891
Change0 (0%)
Value$620.1K (-$100.3K)
Filed 2026-10-22
Bank & Trust Co
DECREASED
Shares3,876 from 4,012
Change-136 (-3%)
Value$617.7K (-$125.1K)
Filed 2026-10-07
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares3,874 from 5,916
Change-2,042 (-35%)
Value$617.4K (-$477.9K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares3,869 from 2,448
Change+1,421 (+58%)
Value$618.3K (+$165.1K)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
DECREASED
Shares3,864 from 34,993
Change-31,129 (-89%)
Value$615.8K (-$5.9M)
Filed 2026-10-16
XML Financial, LLC
INCREASED
Shares3,789 from 3,769
Change+20 (+1%)
Value$603.8K (-$94.0K)
Filed 2026-10-29
One Way Holdings LLC
DECREASED
Shares3,787 from 3,790
Change-3 (0%)
Value$603.5K (-$98.1K)
Filed 2026-10-29
RS Crum Inc.
UNCHANGED
Shares3,710 from 3,710
Change0 (0%)
Value$591.3K (-$95.6K)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares3,691 from 1,635
Change+2,056 (+126%)
Value$588.2K (+$285.5K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares3,684 from 3,533
Change+151 (+4%)
Value$587.1K (-$67.0K)
Filed 2026-10-21
MAD River Investors
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$573.7K (-$92.8K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares3,593
Change+3,593
Value$573.0K
Filed 2026-11-03
V-Square Quantitative Management LLC
INCREASED
Shares3,593 from 3,139
Change+454 (+14%)
Value$572.6K (-$8.5K)
Filed 2026-10-15
Kingdom Financial Group Llc.
DECREASED
Shares3,560 from 3,882
Change-322 (-8%)
Value$567.4K (-$151.3K)
Filed 2026-11-04
Natural Investments, LLC
DECREASED
Shares3,524 from 3,561
Change-37 (-1%)
Value$561.6K (-$97.4K)
Filed 2026-11-06
Weaver Capital Management LLC
DECREASED
Shares3,488 from 3,745
Change-257 (-7%)
Value$555.9K (-$33.4K)
Filed 2026-10-15
HBK Sorce Advisory LLC
DECREASED
Shares3,461 from 3,541
Change-80 (-2%)
Value$651.8K (+$22.2K)
Filed 2026-11-06
Tema Etfs LLC
INCREASED
Shares3,436 from 3,378
Change+58 (+2%)
Value$547.6K (-$77.8K)
Filed 2026-10-16
GC Wealth Management RIA, LLC
INCREASED
Shares3,427 from 3,401
Change+26 (+1%)
Value$546.2K (-$83.5K)
Filed 2026-11-02
Global X Japan Co., Ltd.
DECREASED
Shares3,416 from 3,545
Change-129 (-4%)
Value$544.4K (-$111.9K)
Filed 2026-10-21
American National Bank & Trust
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$541.9K (-$87.6K)
Filed 2026-10-07
Simon Quick Advisors, LLC
NEW
Shares3,357
Change+3,357
Value$535.1K
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares3,204 from 3,330
Change-126 (-4%)
Value$510.6K (-$105.9K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares3,150 from 2,275
Change+875 (+38%)
Value$502.1K (+$80.9K)
Filed 2026-11-03
SYM Financial Corp
INCREASED
Shares3,099 from 2,701
Change+398 (+15%)
Value$493.8K (-$6.3K)
Filed 2026-10-26
Burney Co/
INCREASED
Shares3,070 from 3,065
Change+5 (+0%)
Value$489.3K (-$78.2K)
Filed 2026-10-15
Burns Matteson Capital Management, LLC
NEW
Shares3,054
Change+3,054
Value$486.7K
Filed 2026-10-16
Curbstone Financial Management Corp
INCREASED
Shares3,050 from 2,850
Change+200 (+7%)
Value$486.1K (-$41.6K)
Filed 2026-10-21
Parthenon LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$478.1K (-$77.3K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$474.9K (-$76.8K)
Filed 2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$483.5K (-$54.8K)
Filed 2026-10-15
Catalyst Financial Partners LLC
DECREASED
Shares2,926 from 3,203
Change-277 (-9%)
Value$466.3K (-$126.7K)
Filed 2026-11-06
First Affirmative Financial Network
NEW
Shares2,875
Change+2,875
Value$458.1K
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares2,870 from 3,161
Change-291 (-9%)
Value$457.3K (-$128.0K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares2,847 from 1,792
Change+1,055 (+59%)
Value$501.9K (+$180.5K)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares2,847 from 2,318
Change+529 (+23%)
Value$453.7K (+$24.6K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares2,843 from 2,856
Change-13 (0%)
Value$453.1K (-$75.6K)
Filed 2026-10-23
William B. Walkup & Associates, Inc.
UNCHANGED
Shares2,816 from 2,816
Change0 (0%)
Value$448.8K (-$72.6K)
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares2,797 from 2,763
Change+34 (+1%)
Value$445.8K (-$65.8K)
Filed 2026-10-21
Wagner Wealth Management, Corp
DECREASED
Shares2,782 from 2,827
Change-45 (-2%)
Value$443.4K (-$80.0K)
Filed 2026-10-20
Sound Financial Strategies Group, LLC
INCREASED
Shares2,768 from 1,809
Change+959 (+53%)
Value$441.1K (+$106.2K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares2,767 from 2,881
Change-114 (-4%)
Value$441.0K (-$92.4K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares2,746 from 2,473
Change+273 (+11%)
Value$437.7K (-$20.2K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares2,736 from 2,039
Change+697 (+34%)
Value$436.0K (+$58.5K)
Filed 2026-11-05
Beese Fulmer Investment Management, Inc.
DECREASED
Shares2,673 from 2,675
Change-2 (0%)
Value$426.0K (-$69.3K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$425.6K (-$68.8K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares2,661 from 3,363
Change-702 (-21%)
Value$424.1K (-$198.5K)
Filed 2026-10-05
Evergreen Capital Management LLC
INCREASED
Shares2,643 from 2,293
Change+350 (+15%)
Value$423.3K (-$3.2K)
Filed 2026-10-23
Stokes Capital Advisors, LLC
UNCHANGED
Shares2,628 from 2,628
Change0 (0%)
Value$418.8K (-$67.7K)
Filed 2026-10-09
Community Financial Services Group, LLC
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$423.9K (-$65.5K)
Filed 2026-10-15
J. Safra Sarasin Holding AG
DECREASED
Shares2,546 from 5,464
Change-2,918 (-53%)
Value$405.8K (-$101.7K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares2,520 from 1,249
Change+1,271 (+102%)
Value$401.6K (+$170.4K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares2,506 from 2,497
Change+9 (+0%)
Value$414.2K (-$33.6K)
Filed 2026-10-09
Integrity Alliance, Llc.
NEW
Shares2,487
Change+2,487
Value$396.5K
Filed 2026-10-29
Midwest Trust Co
NEW
Shares2,478
Change+2,478
Value$394.9K
Filed 2026-10-22
Harbor Capital Advisors, Inc.
INCREASED
Shares2,471 from 2,461
Change+10 (+0%)
Value$394.0K (-$62.0K)
Filed 2026-10-22
Samalin Investment Counsel, LLC
INCREASED
Shares2,380 from 2,371
Change+9 (+0%)
Value$379.3K (-$59.7K)
Filed 2026-10-23
Washington Trust Bank
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$378.5K (-$61.2K)
Filed 2026-11-03
Certuity, LLC
DECREASED
Shares2,345 from 2,391
Change-46 (-2%)
Value$373.8K (-$68.9K)
Filed 2026-11-02
Capital Investment Counsel, Inc
UNCHANGED
Shares2,342 from 2,342
Change0 (0%)
Value$373.2K (-$60.4K)
Filed 2026-10-20
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$371.0K (-$60.0K)
Filed 2026-10-13
Lewis Asset Management, LLC
INCREASED
Shares2,299 from 2,292
Change+7 (+0%)
Value$368.6K (-$55.8K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,274 from 1,922
Change+352 (+18%)
Value$362.3K (+$6.5K)
Filed 2026-11-03
Roman Butler Fullerton & Co
NEW
Shares2,230
Change+2,230
Value$378.9K
Filed 2026-10-27
Smith Shellnut Wilson LLC
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$352.2K (-$57.0K)
Filed 2026-10-21
Lantz Financial LLC
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$352.0K (-$56.9K)
Filed 2026-10-15
Gen-Wealth Partners Inc
DECREASED
Shares2,192 from 2,332
Change-140 (-6%)
Value$349.4K (-$82.3K)
Filed 2026-11-04
Atlas Brown,Inc.
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$338.0K (-$54.7K)
Filed 2026-10-09
Planned Solutions, Inc.
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$335.5K (-$54.2K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares2,081 from 2,831
Change-750 (-26%)
Value$377.8K (-$147.3K)
Filed 2026-11-04
Kessler Investment Group, LLC
DECREASED
Shares2,081 from 2,090
Change-9 (0%)
Value$331.6K (-$55.3K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares2,073 from 1,413
Change+660 (+47%)
Value$330.4K (+$68.8K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares2,068
Change+2,068
Value$349.8K
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares2,053 from 2,029
Change+24 (+1%)
Value$327.2K (-$48.4K)
Filed 2026-10-15
Asset One Wealth Management LLC
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$327.2K (-$26.8K)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares2,036 from 1,180
Change+856 (+73%)
Value$324.5K (+$106.0K)
Filed 2026-10-28
Clear Trail Advisors, LLC
DECREASED
Shares2,031 from 2,147
Change-116 (-5%)
Value$323.7K (-$73.8K)
Filed 2026-10-20
Ballast, Inc.
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$321.9K (-$52.1K)
Filed 2026-10-20
Fulcrum Asset Management LLP
INCREASED
Shares2,018 from 42
Change+1,976 (+4705%)
Value$325.2K (+$317.3K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares2,017 from 2,014
Change+3 (+0%)
Value$321.4K (-$51.6K)
Filed 2026-11-05
Lmcg Investments, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$318.7K (-$51.5K)
Filed 2026-10-21
Choreo, LLC
DECREASED
Shares1,995 from 3,354
Change-1,359 (-41%)
Value$318.0K (-$303.0K)
Filed 2026-10-28
3Chopt Investment Partners, LLC
INCREASED
Shares1,969 from 1,889
Change+80 (+4%)
Value$315.6K (-$35.8K)
Filed 2026-10-30
Fisher Asset Management, LLC
DECREASED
Shares1,954 from 2,041
Change-87 (-4%)
Value$311.6K (-$66.5K)
Filed 2026-11-06
71 West Capital Partners
DECREASED
Shares1,926 from 2,097
Change-171 (-8%)
Value$306.9K (-$81.3K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,905 from 1,896
Change+9 (+0%)
Value$303.6K (-$47.5K)
Filed 2026-10-16
Sippican Capital Advisors
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$302.8K (-$49.0K)
Filed 2026-10-23
Klingman & Associates, LLC
NEW
Shares1,877
Change+1,877
Value$299.1K
Filed 2026-10-20
Signal Advisors Wealth, LLC
NEW
Shares1,867
Change+1,867
Value$297.6K
Filed 2026-10-13
SRH Advisors, LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$297.4K (-$48.1K)
Filed 2026-10-22
Busey Bank
INCREASED
Shares1,844 from 1,841
Change+3 (+0%)
Value$293.9K (-$47.0K)
Filed 2026-10-26
Pinion Investment Advisors, LLC
DECREASED
Shares1,834 from 2,023
Change-189 (-9%)
Value$292.3K (-$82.2K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
NEW
Shares1,827
Change+1,827
Value$291.2K
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares1,823 from 1,530
Change+293 (+19%)
Value$290.5K (+$7.3K)
Filed 2026-10-20
BKM Wealth Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$286.9K (-$46.4K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,796 from 1,618
Change+178 (+11%)
Value$286.2K (-$13.3K)
Filed 2026-10-27
McCarley & Cook Financial Planners
INCREASED
Shares1,792 from 1,788
Change+4 (+0%)
Value$285.6K (-$45.4K)
Filed 2026-10-21
BankChampaign, National Association
DECREASED
Shares1,777 from 1,824
Change-47 (-3%)
Value$283.2K (-$54.5K)
Filed 2026-10-19
Trust Asset Management LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$276.8K (-$44.8K)
Filed 2026-11-03
Advanced Asset Management Advisors Inc
INCREASED
Shares1,713 from 1,682
Change+31 (+2%)
Value$273.0K (-$38.4K)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$269.0K (-$43.5K)
Filed 2026-10-21
Franklin Street Advisors Inc
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$263.4K (-$42.6K)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$263.0K (-$42.5K)
Filed 2026-10-21
QTR Family Wealth, LLC
NEW
Shares1,649
Change+1,649
Value$262.7K
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares1,635 from 1,586
Change+49 (+3%)
Value$260.6K (-$33.1K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares1,563 from 1,356
Change+207 (+15%)
Value$249.1K (-$2.0K)
Filed 2026-10-27
Biltmore Family Office, LLC
DECREASED
Shares1,500 from 1,510
Change-10 (-1%)
Value$240.5K (-$40.5K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
INCREASED
Shares1,498 from 1,451
Change+47 (+3%)
Value$238.8K (-$29.9K)
Filed 2026-11-06
Profund Advisors LLC
INCREASED
Shares1,497 from 1,355
Change+142 (+10%)
Value$238.6K (-$12.3K)
Filed 2026-10-29
Raiffeisen Bank International AG
NEW
Shares1,470
Change+1,470
Value$236.9K
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares1,470 from 1,823
Change-353 (-19%)
Value$234.3K (-$103.2K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares1,469 from 1,482
Change-13 (-1%)
Value$234.6K (-$40.1K)
Filed 2026-11-05
Ritholtz Wealth Management
NEW
Shares1,462
Change+1,462
Value$233.0K
Filed 2026-11-05
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$232.4K (-$37.6K)
Filed 2026-11-06
Thompson Investment Management, Inc.
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$228.7K (-$37.0K)
Filed 2026-10-14
Manchester Capital Management LLC
INCREASED
Shares1,420 from 1,418
Change+2 (+0%)
Value$226.3K (-$36.2K)
Filed 2026-10-22
Curated Wealth Partners LLC
NEW
Shares1,419
Change+1,419
Value$226.1K
Filed 2026-10-15
Cigna Investments Inc
DECREASED
Shares1,410 from 1,479
Change-69 (-5%)
Value$225.0K (-$49.0K)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED
Shares1,402 from 1,425
Change-23 (-2%)
Value$223.4K (-$40.4K)
Filed 2026-10-22
Claro Advisors Inc.
DECREASED
Shares1,395 from 1,884
Change-489 (-26%)
Value$222.4K (-$126.5K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares1,388 from 1,976
Change-588 (-30%)
Value$221.2K (-$144.6K)
Filed 2026-10-16
Verisail Partners, LLC
DECREASED
Shares1,383 from 1,682
Change-299 (-18%)
Value$220.4K (-$91.0K)
Filed 2026-10-19
Birch Financial Group, LLC
DECREASED
Shares1,382 from 2,638
Change-1,256 (-48%)
Value$220.2K (-$268.1K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares1,376 from 1,329
Change+47 (+4%)
Value$219.3K (-$26.8K)
Filed 2026-10-28
Vista Investment Partners II, LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$217.9K (-$35.2K)
Filed 2026-10-15
Optima Capital LLC
DECREASED
Shares1,363 from 1,367
Change-4 (0%)
Value$217.9K (-$36.1K)
Filed 2026-10-29
MBL Wealth, LLC
NEW
Shares1,316
Change+1,316
Value$209.7K
Filed 2026-10-22
Parcion Private Wealth LLC
NEW
Shares1,315
Change+1,315
Value$209.6K
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares1,308 from 1,194
Change+114 (+10%)
Value$208.5K (-$12.6K)
Filed 2026-10-02
Poinciana Advisors Group, LLC
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$207.7K (-$33.6K)
Filed 2026-11-06
Cahaba Wealth Management, Inc.
INCREASED
Shares1,294 from 1,281
Change+13 (+1%)
Value$206.2K (-$31.0K)
Filed 2026-10-26
Dumont & Blake Investment Advisors LLC
DECREASED
Shares1,291 from 1,297
Change-6 (0%)
Value$205.7K (-$34.4K)
Filed 2026-10-28
Client First Capital LLC
UNCHANGED
Shares1,289 from 1,289
Change0 (0%)
Value$205.4K (-$33.2K)
Filed 2026-10-22
Richardson Financial Services Inc.
DECREASED
Shares1,275 from 1,415
Change-140 (-10%)
Value$203.2K (-$58.8K)
Filed 2026-10-30
Eastern Bank
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$197.0K (-$31.9K)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares1,044
Change+1,044
Value$166.4K
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,003 from 375
Change+628 (+167%)
Value$159.8K (+$90.4K)
Filed 2026-10-07
Signature Equity Partners, LLC
INCREASED
Shares936 from 931
Change+5 (+1%)
Value$149.1K (-$23.2K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares922 from 422
Change+500 (+118%)
Value$147.0K (+$68.9K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$142.6K (-$23.1K)
Filed 2026-10-23
UMB Bank, n.a.
INCREASED
Shares863 from 862
Change+1 (+0%)
Value$137.5K (-$22.1K)
Filed 2026-11-06
First Command Advisory Services, Inc.
INCREASED
Shares811 from 195
Change+616 (+316%)
Value$129.9K (+$93.6K)
Filed 2026-11-05
AlphaCentric Advisors LLC
NEW
Shares795
Change+795
Value$126.7K
Filed 2026-11-03
Mechanics Financial Corp
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$119.0K (-$19.3K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$107.4K (-$17.4K)
Filed 2026-10-15
Mcdonald Partners LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$106.3K (-$17.2K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares645 from 3,583
Change-2,938 (-82%)
Value$102.8K (-$560.5K)
Filed 2026-11-04
Citizens National Bank Trust Department
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$100.4K (-$16.2K)
Filed 2026-11-04
Zions Bancorporation, National Association
INCREASED
Shares616 from 611
Change+5 (+1%)
Value$98.2K (-$14.9K)
Filed 2026-11-06
Montag A & Associates Inc
INCREASED
Shares600 from 340
Change+260 (+76%)
Value$96.2K (+$32.9K)
Filed 2026-10-29
Kentucky Trust Co
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$94.2K (-$15.2K)
Filed 2026-10-15
Essex Investment Management Co LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$87.5K (-$14.1K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares539 from 542
Change-3 (-1%)
Value$85.9K (-$14.4K)
Filed 2026-10-27
Cromwell Holdings LLC
INCREASED
Shares536 from 515
Change+21 (+4%)
Value$85.9K (-$9.9K)
Filed 2026-10-28
Princeton Global Asset Management LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$84.5K (-$13.7K)
Filed 2026-10-21
Oslo Pensjonsforsikring AS
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$83.2K (-$13.5K)
Filed 2026-10-15
Parkside Financial Bank & Trust
DECREASED
Shares514 from 518
Change-4 (-1%)
Value$81.9K (-$14.0K)
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$79.7K (-$12.9K)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$79.7K (-$12.9K)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$71.2K (-$11.5K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$67.7K (-$11.0K)
Filed 2026-10-23
Y.D. More Investments Ltd
INCREASED
Shares405 from 100
Change+305 (+305%)
Value$64.5K (+$64.5K)
Filed 2026-11-02
Evermay Wealth Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$64.1K (-$10.3K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares399
Change+399
Value$63.6K
Filed 2026-10-30
GoalVest Advisory LLC
DECREASED
Shares395 from 410
Change-15 (-4%)
Value$63.0K (-$13.0K)
Filed 2026-10-02
Catherine Avery Investment Management LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$63.0K (-$10.2K)
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$62.0K (-$10.0K)
Filed 2026-10-16
John Boyer, Inc.
NEW
Shares369
Change+369
Value$58.7K
Filed 2026-10-27
True Wealth Design, LLC
INCREASED
Shares342 from 207
Change+135 (+65%)
Value$54.5K (+$16.2K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
NEW
Shares315
Change+315
Value$50.2K
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
NEW
Shares306
Change+306
Value$48.8K
Filed 2026-10-29
Rothwell Investment Advisors, LLC
NEW
Shares300
Change+300
Value$47.7K
Filed 2026-11-06
Bangor Savings Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$47.8K (-$7.7K)
Filed 2026-10-06
West Branch Capital LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$47.2K (-$7.6K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares294
Change+294
Value$46.9K
Filed 2026-10-16
Essential Partners LLC
INCREASED
Shares286 from 103
Change+183 (+178%)
Value$45.6K (+$26.5K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$44.5K (-$7.8K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$42.6K (-$6.9K)
Filed 2026-10-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$41.0K (-$6.0K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares254 from 238
Change+16 (+7%)
Value$40.5K (-$3.6K)
Filed 2026-10-22
Towne Trust Company, N.a
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$39.8K (-$6.4K)
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$38.1K (-$6.2K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$32.4K (-$5.0K)
Filed 2026-10-16
Alpine Bank Wealth Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$31.9K (-$5.2K)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$30.3K (-$4.9K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares153 from 152
Change+1 (+1%)
Value$24.3K (-$3.8K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$24.1K (-$3.9K)
Filed 2026-11-03
Plato Investment Management Ltd
DECREASED
Shares146 from 4,844
Change-4,698 (-97%)
Value$23.4K (-$868.2K)
Filed 2026-11-05
Fortitude Family Office, LLC
INCREASED
Shares143 from 124
Change+19 (+15%)
Value$22.8K (-$167)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$21.5K (-$3.5K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
INCREASED
Shares133 from 130
Change+3 (+2%)
Value$21.2K (-$2.9K)
Filed 2026-11-03
Financial Consulate, Inc
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$21.2K (-$3.4K)
Filed 2026-10-23
Private Wealth Management Group, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$20.4K (-$3.3K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares127 from 121
Change+6 (+5%)
Value$20.2K (-$2.2K)
Filed 2026-10-28
Bokf, NA
DECREASED
Shares126 from 280
Change-154 (-55%)
Value$20.1K (-$31.8K)
Filed 2026-10-27
Independence Bank of Kentucky
NEW
Shares125
Change+125
Value$19.9K
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$18.2K (-$2.9K)
Filed 2026-10-14
Clearstead Trust, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$17.7K (-$2.9K)
Filed 2026-11-06
Highline Wealth Partners LLC
INCREASED
Shares110 from 40
Change+70 (+175%)
Value$17.6K (+$10.1K)
Filed 2026-10-19
Elyxium Wealth, LLC
NEW
Shares100
Change+100
Value$15.9K
Filed 2026-10-27
Miller Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.9K (-$2.6K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$15.8K (-$2.6K)
Filed 2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$15.5K (-$2.5K)
Filed 2026-10-22
Boyd Watterson Asset Management LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$14.5K (-$2.3K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$14.3K (-$2.3K)
Filed 2026-10-01
Raleigh Capital Management Inc.
DECREASED
Shares76 from 82
Change-6 (-7%)
Value$12.1K (-$3.2K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares74
Change+74
Value$11.8K
Filed 2026-10-09
Grove Bank & Trust
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$10.5K (-$1.7K)
Filed 2026-10-08
Elevation Wealth Partners, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.4K (-$1.7K)
Filed 2026-10-07
Covestor Ltd
DECREASED
Shares63 from 167
Change-104 (-62%)
Value$10.0K (-$21.0K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares63 from 60
Change+3 (+5%)
Value$10.0K (-$1.1K)
Filed 2026-10-20
Joseph Group Capital Management
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$9.7K (-$1.6K)
Filed 2026-11-04
Hughes Financial Services, LLC
DECREASED
Shares58 from 59
Change-1 (-2%)
Value$10.5K (-$375)
Filed 2026-10-30
Kings Path Partners LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$8.9K (-$1.4K)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$8.9K (-$1.6K)
Filed 2026-10-29
West Paces Advisors Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$8.6K (-$1.4K)
Filed 2026-10-13
Luken Investment Analytics, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$8.3K (-$1.3K)
Filed 2026-11-06
Meriwether Wealth & Planning, LLC
NEW
Shares50
Change+50
Value$8.0K
Filed 2026-10-13
Madden Securities Corp
NEW
Shares49
Change+49
Value$7.8K
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares47 from 30
Change+17 (+57%)
Value$7.5K (+$1.9K)
Filed 2026-10-28
First Pacific Financial
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$7.3K (-$1.2K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$6.9K (-$1.1K)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares40 from 38
Change+2 (+5%)
Value$6 (-$7.0K)
Filed 2026-11-04
Key FInancial Inc
INCREASED
Shares39 from 36
Change+3 (+8%)
Value$6.2K (-$450)
Filed 2026-11-02
Torren Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.3K (-$1.0K)
Filed 2026-10-29
Wilkerson Advisory Group LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.2K (-$1.0K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED
Shares35 from 215
Change-180 (-84%)
Value$5.6K (-$34.2K)
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares34 from 29
Change+5 (+17%)
Value$5.5K (+$82)
Filed 2026-11-03
Valued Wealth Advisors LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.4K (-$862)
Filed 2026-11-05
MV Capital Management, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$5.1K (-$825)
Filed 2026-10-29
Concord Wealth Partners
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$5.1K (-$824)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.8K (-$773)
Filed 2026-10-27
Armstrong Advisory Group, Inc
NEW
Shares28
Change+28
Value$4.5K
Filed 2026-10-09
James T. Borello RIA
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.1K (-$670)
Filed 2026-10-16
Aspect Partners, LLC
DECREASED
Shares25 from 47
Change-22 (-47%)
Value$4.0K (-$4.7K)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.0K (-$644)
Filed 2026-10-16
Albion Financial Group
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.7K (-$593)
Filed 2026-10-21
Gilpin Wealth Management, LLC
NEW
Shares21
Change+21
Value$3.3K
Filed 2026-10-09
Nfsg Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.2K (-$516)
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares19 from 16
Change+3 (+19%)
Value$3.0K (+$66)
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares18 from 9
Change+9 (+100%)
Value$2.9K (+$1.2K)
Filed 2026-10-19
High Note Wealth, LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$2.2K (-$546)
Filed 2026-10-27
KFG LLC
NEW
Shares13
Change+13
Value$2.1K
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (-$335)
Filed 2026-11-04
Rakuten Securities, Inc.
NEW
Shares12
Change+12
Value$1.9K
Filed 2026-11-02
Burk Holdings LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$310)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$310)
Filed 2026-10-26
Great Lakes Advisors, LLC
DECREASED
Shares11 from 1,656
Change-1,645 (-99%)
Value$1.8K (-$304.8K)
Filed 2026-11-06
Retirement Wealth Solutions LLC
INCREASED
Shares11 from 6
Change+5 (+83%)
Value$1.8K (+$643)
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares10
Change+10
Value$1.6K
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares10 from 4
Change+6 (+150%)
Value$1.6K (+$853)
Filed 2026-10-13
Bfsg, LLC
NEW
Shares9
Change+9
Value$1.4K
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (-$232)
Filed 2026-10-21
Coston, McIsaac & Partners
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (+$1.4K)
Filed 2026-11-06
Activest Wealth Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (-$232)
Filed 2026-10-15
Proathlete Wealth Management LLC
NEW
Shares8
Change+8
Value$1.3K
Filed 2026-10-15
Winthrop Capital Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.3K (+$1.3K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares7
Change+7
Value$1.1K
Filed 2026-10-27
Valley National Advisers Inc
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$1.1K (+$190)
Filed 2026-10-23
Navigoe, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$957 (+$31)
Filed 2026-10-28
Planning Strategies Inc.
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$956 (+$30)
Filed 2026-10-02
WestEnd Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$956 (-$155)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$641
Filed 2026-11-05
Maseco LLP
NEW
Shares4
Change+4
Value$638
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
NEW
Shares4
Change+4
Value$637
Filed 2026-10-15
Davis Capital Management
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$637 (+$82)
Filed 2026-10-08
DecisionPoint Financial, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$649 (+$87)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$637 (-$104)
Filed 2026-11-05
Essential Investment Partners LLC
NEW
Shares3
Change+3
Value$478
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$478 (-$77)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$478 (-$77)
Filed 2026-10-27
Bare Financial Services, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$478 (-$77)
Filed 2026-11-04
Arlington Trust Co LLC
NEW
Shares2
Change+2
Value$319
Filed 2026-10-20
Godsey & Gibb, Inc
NEW
Shares2
Change+2
Value$319
Filed 2026-10-14
Quaker Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$319 (-$52)
Filed 2026-10-22
Compass Financial Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$319 (-$51)
Filed 2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$320 (-$50)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
NEW
Shares1
Change+1
Value$159
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$160 (-$26)
Filed 2026-10-15
Nvwm, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$159 (-$26)
Filed 2026-10-14
NorthAvenue LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$160 (-$26)
Filed 2026-10-29
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$160 (-$26)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$160 (-$26)
Filed 2026-10-26
Trilogy Capital Inc.
CLOSED
Shares0 from 21,165
Change-21,165 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-20
Simplex Trading, LLC
CLOSED
Shares0 from 8,212
Change-8,212 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
LBP AM SA
CLOSED
Shares0 from 7,409
Change-7,409 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
iA Global Asset Management Inc.
CLOSED
Shares0 from 7,260
Change-7,260 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 2,817
Change-2,817 (-100%)
Value$0 (-$521.0K)
Filed 2026-10-26
State of Wyoming
CLOSED
Shares0 from 2,770
Change-2,770 (-100%)
Value$0 (-$512.8K)
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
CLOSED
Shares0 from 2,707
Change-2,707 (-100%)
Value$0 (-$501.2K)
Filed 2026-11-04
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 2,473
Change-2,473 (-100%)
Value$0 (-$457.9K)
Filed 2026-11-06
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 1,847
Change-1,847 (-100%)
Value$0 (-$342.0K)
Filed 2026-10-16
Mission Wealth Management, LP
CLOSED
Shares0 from 1,769
Change-1,769 (-100%)
Value$0 (-$327.6K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 1,527
Change-1,527 (-100%)
Value$0 (-$282.7K)
Filed 2026-10-13
Schear Investment Advisers, LLC
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$275.9K)
Filed 2026-10-14
Level Four Advisory Services, LLC
CLOSED
Shares0 from 1,456
Change-1,456 (-100%)
Value$0 (-$269.6K)
Filed 2026-11-06
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,296
Change-1,296 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-30
Strategic Wealth Investment Group, LLC
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-29
Cidel Asset Management Inc
CLOSED
Shares0 from 1,239
Change-1,239 (-100%)
Value$0 (-$229.4K)
Filed 2026-10-29
CGN Advisors LLC
CLOSED
Shares0 from 1,222
Change-1,222 (-100%)
Value$0 (-$226.2K)
Filed 2026-10-21
Longboard Asset Management, LP
CLOSED
Shares0 from 1,203
Change-1,203 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-15
Central Bank & Trust Co
CLOSED
Shares0 from 1,198
Change-1,198 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-09
Lynx Investment Advisory
CLOSED
Shares0 from 1,189
Change-1,189 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-27
Verdence Capital Advisors LLC
CLOSED
Shares0 from 1,161
Change-1,161 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-26
Old National Bancorp
CLOSED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-20
EPG Wealth Management LLC
CLOSED
Shares0 from 1,149
Change-1,149 (-100%)
Value$0 (-$212.7K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,143
Change-1,143 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-13
Platform Technology Partners
CLOSED
Shares0 from 1,142
Change-1,142 (-100%)
Value$0 (-$211.5K)
Filed 2026-11-02
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 1,129
Change-1,129 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-26
Accel Wealth Management
CLOSED
Shares0 from 1,128
Change-1,128 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-13
TruNorth Capital Management, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-14
Gryphon Financial Partners LLC
CLOSED
Shares0 from 1,093
Change-1,093 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$89.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$73.9K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$47.6K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-22
Gill Capital Partners, LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-13
Sims Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$18.5K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-16
Summit Securities Group LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$6.7K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-14
Main Street Group, LTD
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-21
Global Trust Asset Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-19
Abound Wealth Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$741)
Filed 2026-10-26
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$185)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 12,610,089
Change-12,610,089 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 10,124,435
Change-10,124,435 (-100%)
Value—
State Street Corp
N/A
Shares— from 8,539,606
Change-8,539,606 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 8,150,052
Change-8,150,052 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,482,870
Change-5,482,870 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,145,056
Change-4,145,056 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,671,164
Change-2,671,164 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,912,381
Change-1,912,381 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,879,069
Change-1,879,069 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,816,988
Change-1,816,988 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,660,670
Change-1,660,670 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,451,673
Change-1,451,673 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,417,965
Change-1,417,965 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,214,615
Change-1,214,615 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 1,170,338
Change-1,170,338 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,082,054
Change-1,082,054 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,059,043
Change-1,059,043 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,050,678
Change-1,050,678 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,013,600
Change-1,013,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 892,871
Change-892,871 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 869,135
Change-869,135 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 657,137
Change-657,137 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 537,417
Change-537,417 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 524,356
Change-524,356 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 521,801
Change-521,801 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 466,282
Change-466,282 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 439,000
Change-439,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 420,513
Change-420,513 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 394,377
Change-394,377 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 342,554
Change-342,554 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 333,772
Change-333,772 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 328,616
Change-328,616 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 297,642
Change-297,642 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 293,533
Change-293,533 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 279,921
Change-279,921 (-100%)
Value—
National Pension Service
N/A
Shares— from 278,947
Change-278,947 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 275,616
Change-275,616 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 271,321
Change-271,321 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 239,095
Change-239,095 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 229,555
Change-229,555 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 227,467
Change-227,467 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 225,713
Change-225,713 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 219,084
Change-219,084 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 217,516
Change-217,516 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 216,596
Change-216,596 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 210,056
Change-210,056 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 203,911
Change-203,911 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 203,514
Change-203,514 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 171,738
Change-171,738 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 170,139
Change-170,139 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 166,389
Change-166,389 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 163,916
Change-163,916 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 157,372
Change-157,372 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 151,165
Change-151,165 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 147,846
Change-147,846 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 143,749
Change-143,749 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 143,720
Change-143,720 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 143,284
Change-143,284 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 139,438
Change-139,438 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 139,266
Change-139,266 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 137,878
Change-137,878 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 135,512
Change-135,512 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 133,410
Change-133,410 (-100%)
Value—
Aviva PLC
N/A
Shares— from 132,989
Change-132,989 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 131,999
Change-131,999 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 131,849
Change-131,849 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 127,417
Change-127,417 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 120,995
Change-120,995 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 120,124
Change-120,124 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 109,780
Change-109,780 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 107,752
Change-107,752 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 106,073
Change-106,073 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 105,671
Change-105,671 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 97,247
Change-97,247 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 96,014
Change-96,014 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 93,500
Change-93,500 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 92,005
Change-92,005 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 90,208
Change-90,208 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 89,605
Change-89,605 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 87,464
Change-87,464 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 82,918
Change-82,918 (-100%)
Value—
FMR LLC
N/A
Shares— from 82,733
Change-82,733 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 80,669
Change-80,669 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 79,569
Change-79,569 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 78,597
Change-78,597 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 77,843
Change-77,843 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 77,548
Change-77,548 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 75,973
Change-75,973 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 75,048
Change-75,048 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 74,942
Change-74,942 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 73,196
Change-73,196 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 68,404
Change-68,404 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 68,349
Change-68,349 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 66,716
Change-66,716 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 64,836
Change-64,836 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 63,757
Change-63,757 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 62,371
Change-62,371 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 60,460
Change-60,460 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 60,352
Change-60,352 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 60,024
Change-60,024 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 59,811
Change-59,811 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 56,300
Change-56,300 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 55,683
Change-55,683 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 54,270
Change-54,270 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 52,321
Change-52,321 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 52,267
Change-52,267 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 51,541
Change-51,541 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 48,859
Change-48,859 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 48,670
Change-48,670 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 48,653
Change-48,653 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 45,062
Change-45,062 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 44,681
Change-44,681 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 44,413
Change-44,413 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 44,201
Change-44,201 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 42,416
Change-42,416 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 39,489
Change-39,489 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 37,288
Change-37,288 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 37,145
Change-37,145 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 36,609
Change-36,609 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 36,481
Change-36,481 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 35,861
Change-35,861 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 35,419
Change-35,419 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 35,378
Change-35,378 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 35,346
Change-35,346 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 34,850
Change-34,850 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 34,606
Change-34,606 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 31,916
Change-31,916 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 31,615
Change-31,615 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 30,395
Change-30,395 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 27,405
Change-27,405 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 26,910
Change-26,910 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 26,698
Change-26,698 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,668
Change-26,668 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 25,597
Change-25,597 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 24,387
Change-24,387 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,185
Change-24,185 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 23,928
Change-23,928 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 23,344
Change-23,344 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 23,111
Change-23,111 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 22,923
Change-22,923 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 22,844
Change-22,844 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 22,775
Change-22,775 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,684
Change-22,684 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 22,505
Change-22,505 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 22,142
Change-22,142 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 21,930
Change-21,930 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 21,790
Change-21,790 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 21,752
Change-21,752 (-100%)
Value—
Man Group plc
N/A
Shares— from 21,606
Change-21,606 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 21,311
Change-21,311 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 21,014
Change-21,014 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20,953
Change-20,953 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,823
Change-20,823 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 19,318
Change-19,318 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,281
Change-19,281 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 19,255
Change-19,255 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 18,689
Change-18,689 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 18,306
Change-18,306 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 17,930
Change-17,930 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 17,612
Change-17,612 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 16,939
Change-16,939 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 16,817
Change-16,817 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 16,785
Change-16,785 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 16,324
Change-16,324 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 15,790
Change-15,790 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 14,408
Change-14,408 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 13,676
Change-13,676 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 12,890
Change-12,890 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,857
Change-12,857 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 12,702
Change-12,702 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 12,702
Change-12,702 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 12,264
Change-12,264 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 12,110
Change-12,110 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 10,898
Change-10,898 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 10,880
Change-10,880 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 10,819
Change-10,819 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,712
Change-10,712 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 10,467
Change-10,467 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,228
Change-10,228 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,123
Change-10,123 (-100%)
Value—
&partners
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,859
Change-9,859 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 9,649
Change-9,649 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,183
Change-9,183 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 9,178
Change-9,178 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,173
Change-9,173 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 8,831
Change-8,831 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 8,662
Change-8,662 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 8,648
Change-8,648 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 8,443
Change-8,443 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 8,266
Change-8,266 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
Board of the Pension Protection Fund
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 7,336
Change-7,336 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 6,422
Change-6,422 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
Ossiam
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 5,592
Change-5,592 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Prudential PLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
United Bank
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 944
Change-944 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 894
Change-894 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 655
Change-655 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 550
Change-550 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 542
Change-542 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 512
Change-512 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 476
Change-476 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 476
Change-476 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 445
Change-445 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 366
Change-366 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 333
Change-333 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 310
Change-310 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 299
Change-299 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 297
Change-297 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 281
Change-281 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 277
Change-277 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 151
Change-151 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 110
Change-110 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 54
Change-54 (-100%)
Value—
CNB Bank
N/A
Shares— from 50
Change-50 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Motco
N/A
Shares— from 4
Change-4 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED4,372,0004,210,819+161,181+4%$776.5M$694.1M-$82.4M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,699,4891,615,302+84,187+5%$299.1M$270.9M-$28.2M2026-11-04
Fort Washington Investment Advisors Inc
DECREASED1,493,8041,495,541-1,7370%$276.9M$238.1M-$38.8M2026-10-15
Bahl & Gaynor LLC
DECREASED1,215,9931,217,117-1,1240%$225.3M$193.8M-$31.5M2026-11-05
ProShare Advisors LLC
DECREASED959,8981,009,421-49,523-5%$186.9M$153.0M-$33.9M2026-10-29
Vest Financial, LLC
INCREASED761,534637,297+124,237+19%$118.0M$121.4M+$3.4M2026-10-21
Bank of New York Mellon Corp
DECREASED753,157794,325-41,168-5%$147.1M$120.0M-$27.0M2026-11-05
Boston Trust Walden Corp
DECREASED688,954737,311-48,357-7%$136.5M$109.8M-$26.7M2026-10-30
Fifth Third Bancorp
DECREASED599,134605,574-6,440-1%$112.1M$95.5M-$16.6M2026-11-05
Deutsche Bank Ag\
DECREASED474,420708,485-234,065-33%$131.2M$75.6M-$55.6M2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED463,007464,077-1,0700%$85.9M$73.8M-$12.1M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED426,783404,490+22,293+6%$74.9M$68.0M-$6.9M2026-11-05
Amundi
DECREASED426,336513,509-87,173-17%$95.1M$67.9M-$27.1M2026-11-06
US Bancorp \de\
DECREASED418,892525,142-106,250-20%$97.2M$66.8M-$30.5M2026-11-05
Welch Group, LLC
INCREASED397,611396,011+1,600+0%$73.3M$63.4M-$10.0M2026-10-29
PNC Financial Services Group, Inc.
DECREASED380,293383,155-2,862-1%$70.9M$60.6M-$10.3M2026-11-06
Old Republic International Corp
DECREASED354,700368,900-14,200-4%$68.3M$56.5M-$11.8M2026-10-26
Sumitomo Mitsui Trust Group, Inc.
DECREASED340,621355,876-15,255-4%$65.9M$54.3M-$11.6M2026-10-29
Barclays PLC
DECREASED337,961473,566-135,605-29%$87.7M$53.9M-$33.8M2026-11-06
Aegon Asset Management UK PLC
DECREASED302,112458,951-156,839-34%$85.0M$48.1M-$36.8M2026-11-04
Assenagon Asset Management S.A.
NEW299,242—+299,242——$47.7M—2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED253,231185,044+68,187+37%$32.6M$40.8M+$8.2M2026-10-13
Citigroup Inc
DECREASED197,433258,827-61,394-24%$47.9M$31.5M-$16.5M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED195,288171,941+23,347+14%$31.8M$31.1M-$710.1K2026-11-03
Keybank National Association
DECREASED183,360189,357-5,997-3%$35.1M$29.2M-$5.8M2026-11-04
Russell Investments Group, Ltd.
DECREASED165,821216,317-50,496-23%$40.1M$26.5M-$13.6M2026-11-06
Creative Planning
INCREASED164,683134,765+29,918+22%$25.0M$26.2M+$1.3M2026-11-02
Principal Financial Group Inc
DECREASED157,424181,074-23,650-13%$33.5M$25.1M-$8.4M2026-11-02
Kornitzer Capital Management Inc
DECREASED153,717156,180-2,463-2%$28.9M$24.5M-$4.4M2026-11-03
Verity & Verity, LLC
INCREASED150,235149,615+620+0%$27.7M$23.9M-$3.8M2026-10-23
Arbejdsmarkedets Tillaegspension
DECREASED146,300174,200-27,900-16%$32.3M$23.3M-$8.9M2026-10-30
DekaBank Deutsche Girozentrale
INCREASED137,57325,728+111,845+435%$4.0K$22.2K+$18.1K2026-10-27
LPL Financial LLC
DECREASED133,021150,719-17,698-12%$27.9M$21.2M-$6.7M2026-11-06
Strs Ohio
DECREASED128,711140,748-12,037-9%$26.1M$20.5M-$5.5M2026-10-30
Illinois Municipal Retirement Fund
DECREASED116,791121,746-4,955-4%$22.5M$18.6M-$3.9M2026-11-05
Kestra Advisory Services, LLC
INCREASED115,730102,291+13,439+13%$18.9M$18.4M-$494.3K2026-11-02
CIBC Asset Management Inc
INCREASED114,211110,204+4,007+4%$20.4M$18.2M-$2.2M2026-11-05
New York State Teachers Retirement System
DECREASED114,073129,182-15,109-12%$23.9M$18.2M-$5.7M2026-10-22
First Financial Bank - Trust Division
DECREASED112,844113,165-3210%$21.0M$18.0M-$3.0M2026-10-01
Cambridge Investment Research Advisors, Inc.
INCREASED111,536110,777+759+1%$20.5M$17.8M-$2.7M2026-11-02
Cullen T Bankers, Inc.
INCREASED99,09797,838+1,259+1%$18.1M$15.8M-$2.3M2026-10-28
Mather Group, Llc.
DECREASED97,62799,294-1,667-2%$18.4M$15.6M-$2.8M2026-10-14
Aberdeen Group plc
DECREASED97,370110,143-12,773-12%$20.4M$15.5M-$4.9M2026-11-06
MacKenzie Financial Corp
INCREASED74,43873,917+521+1%$13.7M$11.9M-$1.8M2026-11-02
Pictet Asset Management Holding SA
INCREASED73,31567,773+5,542+8%$12.5M$11.7M-$863.3K2026-11-03
Venture Visionary Partners LLC
INCREASED73,08362,955+10,128+16%$11.7M$11.6M-$8.3K2026-10-07
SEB Asset Management AB
DECREASED70,88575,499-4,614-6%$14.0M$11.3M-$2.7M2026-11-04
Clearstead Advisors, LLC
DECREASED67,65268,410-758-1%$12.7M$10.8M-$1.9M2026-11-06
Yousif Capital Management, LLC
INCREASED66,65765,599+1,058+2%$12.1M$10.6M-$1.5M2026-10-22
Asset Management One Co., Ltd.
DECREASED66,36967,475-1,106-2%$12.5M$10.6M-$1.9M2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED64,15464,618-464-1%$12.0M$10.2M-$1.7M2026-10-15
Pettinga Financial Advisors LLC
INCREASED52,78152,767+14+0%$9.8M$8.4M-$1.4M2026-10-13
State of New Jersey Common Pension Fund D
DECREASED50,31850,644-326-1%$9.4M$8.0M-$1.4M2026-11-05
Narwhal Capital Management
INCREASED50,01849,750+268+1%$9.2M$8.0M-$1.2M2026-11-04
Nykredit A/S
INCREASED46,14839,093+7,055+18%$7.2M$7.4M+$116.9K2026-11-06
Mn Services Vermogensbeheer B.V.
UNCHANGED45,02445,02400%$8.3M$7.2M-$1.2M2026-10-08
Czech National Bank
INCREASED44,09844,030+68+0%$8.2M$7.0M-$1.1M2026-10-13
Swiss Life Asset Management Ltd
DECREASED42,34148,186-5,845-12%$8.9M$6.7M-$2.2M2026-11-03
Arizona State Retirement System
DECREASED42,24744,637-2,390-5%$8.3M$6.7M-$1.5M2026-11-03
State of Michigan Retirement System
DECREASED38,60639,606-1,000-3%$7.3M$6.2M-$1.2M2026-10-27
Nisa Investment Advisors, LLC
DECREASED37,50747,867-10,360-22%$8.9M$6.0M-$2.9M2026-10-20
IFM Investors Pty Ltd
DECREASED35,13238,234-3,102-8%$7.1M$5.6M-$1.5M2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED33,90934,166-257-1%$6.3M$5.4M-$921.4K2026-11-03
Commonwealth Equity Services, LLC
DECREASED33,62737,583-3,956-11%$7.0M$5.4M-$1.6M2026-11-02
Natixis
DECREASED33,17034,054-884-3%$6.3M$5.3M-$1.0M2026-11-06
Heritage Wealth Management, Inc.
UNCHANGED32,43032,43000%$6.0M$5.2M-$835.7K2026-10-28
Retirement Systems of Alabama
DECREASED32,18632,497-311-1%$6.0M$5.1M-$887.0K2026-11-04
Daiwa Securities Group Inc.
INCREASED31,57630,879+697+2%$5.7M$5.0M-$684.7K2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED30,09429,826+268+1%$5.5M$4.8M-$725.9K2026-10-20
Souders Financial Advisors
INCREASED29,25328,900+353+1%$5.4M$4.7M-$688.5K2026-11-03
Xponance LLC
INCREASED29,10227,467+1,635+6%$5.1M$4.6M-$447.3K2026-11-03
Neos Investment Management LLC
INCREASED28,19225,314+2,878+11%$4.7M$4.5M-$193.7K2026-11-04
Savant Capital, LLC
INCREASED28,0178,307+19,710+237%$1.5M$4.5M+$2.9M2026-11-06
Rakuten Investment Management, Inc.
INCREASED27,62625,358+2,268+9%$4.7M$4.5M-$269.3K2026-10-30
Revisor Wealth Management LLC
DECREASED27,35227,385-330%$5.1M$4.7M-$412.4K2026-10-20
KBC Group NV
INCREASED27,13425,102+2,032+8%$4.6M$4.3M-$324.0K2026-10-22
Thrive Capital Management, LLC
NEW26,740—+26,740——$4.3M—2026-10-28
Monarch Capital Management Inc
DECREASED26,70127,051-350-1%$5.0M$4.3M-$750.8K2026-10-19
Amalgamated Bank
DECREASED26,65327,319-666-2%$5.1M$4.2M-$810.0K2026-10-23
ABN Amro Investment Solutions
INCREASED26,57623,746+2,830+12%$4.4M$4.2M-$160.9K2026-10-21
Journey Advisory Group, LLC
UNCHANGED26,51026,51000%$4.9M$4.2M-$683.2K2026-11-04
Aspiriant, LLC
INCREASED26,29226,160+132+1%$4.8M$4.2M-$653.1K2026-10-16
Dupree Financial Group, LLC
INCREASED25,78524,767+1,018+4%$4.6M$4.1M-$476.0K2026-10-09
New York Life Investment Management LLC
DECREASED22,78922,998-209-1%$4.3M$3.6M-$626.0K2026-11-04
CX Institutional
DECREASED21,84433,792-11,948-35%$6.3M$3.5K-$6.3M2026-10-02
Daymark Wealth Partners, LLC
INCREASED21,53421,382+152+1%$4.0M$3.4M-$526.7K2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED21,26621,342-760%$4.0M$3.4M-$562.1K2026-10-20
Hengehold Capital Management LLC
DECREASED19,21219,568-356-2%$3.6M$3.1M-$560.9K2026-10-16
UniSuper Management Pty Ltd
INCREASED19,20817,808+1,400+8%$3.3M$3.1M-$235.8K2026-10-26
PDS Planning, Inc
DECREASED19,07319,286-213-1%$3.6M$3.0M-$530.9K2026-11-03
Oregon Public Employees Retirement Fund
DECREASED18,86819,084-216-1%$3.5M$3.0M-$526.2K2026-10-30
Larson Financial Group LLC
DECREASED18,26618,483-217-1%$3.4M$2.9M-$510.9K2026-11-05
Cherokee Insurance Co
UNCHANGED18,00018,00000%$3.3M$2.9M-$463.9K2026-11-05
Exchange Traded Concepts, LLC
INCREASED17,9935,069+12,924+255%$938.5K$2.9M+$1.9M2026-10-28
Ethic Inc.
DECREASED17,92520,910-2,985-14%$3.9M$2.9M-$1.0M2026-11-03
Trueblood Wealth Management, LLC
INCREASED17,71817,715+3+0%$3.3M$2.8M-$456.0K2026-10-23
M Holdings Securities, Inc.
NEW17,554—+17,554——$2.8K—2026-11-03
Legacy Financial Strategies, LLC
DECREASED17,45218,238-786-4%$3.4M$2.8M-$595.2K2026-10-15
OP Asset Management Ltd
UNCHANGED17,12217,12200%$3.2M$2.7M-$441.2K2026-11-05
Avanza Fonder AB
UNCHANGED17,09517,09500%$3.2M$2.7M-$440.5K2026-10-13
Alps Advisors Inc
INCREASED16,4281,298+15,130+1166%$240.3K$2.6M+$2.4M2026-11-03
AGF Management LTD
NEW16,420—+16,420——$2.6M—2026-11-03
Mutual of America Capital Management LLC
DECREASED15,68815,918-230-1%$2.9M$2.5M-$446.9K2026-10-23
Stackstone Wealth, LLC
NEW15,675—+15,675——$2.5M—2026-10-19
Klein Pavlis & Peasley Financial, Inc.
INCREASED15,66012,185+3,475+29%$2.3M$2.5M+$239.8K2026-10-13
Park Avenue Securities LLC
INCREASED14,72113,287+1,434+11%$2.5M$2.3M-$114.0K2026-10-26
State of Alaska, Department of Revenue
DECREASED14,54015,157-617-4%$2.8M$2.3M-$489.0K2026-10-15
BlueSky Wealth Advisors, LLC
INCREASED14,48314,464+19+0%$2.7M$2.3M-$369.7K2026-10-29
Oppenheimer & Co Inc
DECREASED14,08814,129-410%$2.6M$2.2M-$370.6K2026-10-26
MCF Advisors LLC
UNCHANGED13,91913,91900%$2.6M$2.2M-$358.6K2026-10-28
CoreCap Advisors, LLC
DECREASED13,60916,040-2,431-15%$3.0M$2.2M-$800.6K2026-10-08
Aware Super Pty Ltd as trustee of Aware Super
DECREASED13,44916,849-3,400-20%$3.1M$2.1M-$976.1K2026-10-30
Atria Investments, Inc
DECREASED12,92813,355-427-3%$2.5M$2.1M-$412.1K2026-10-15
Truist Financial Corp
DECREASED12,86215,398-2,536-16%$2.9M$2.0M-$801.0K2026-10-30
Harvey Investment Co LLC
UNCHANGED12,63112,63100%$2.3M$2.0M-$326.0K2026-10-20
Mitchell Sinkler & Starr
DECREASED12,36812,488-120-1%$2.3M$2.0M-$340.9K2026-10-13
PCA Investment Advisory Services Inc.
INCREASED12,13712,132+5+0%$2.2M$1.9M-$311.9K2026-10-13
Values First Advisors, Inc.
DECREASED11,90512,071-166-1%$2.2M$1.9M-$337.6K2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED11,87211,87200%$2.2M$1.9M-$305.0K2026-10-20
CFS Investment Advisory Services, LLC
DECREASED11,86712,059-192-2%$2.3M$1.9M-$380.4K2026-10-19
Northstar Asset Management Co
UNCHANGED11,60011,60000%$2.1M$2.0M-$106.5K2026-10-22
Sepio Capital, LP
DECREASED11,50612,930-1,424-11%$2.4M$1.8M-$560.0K2026-10-22
Applied Capital LLC
DECREASED11,50011,520-200%$2.1M$1.8M-$300.1K2026-10-07
Ullmann Wealth Partners Group, LLC
UNCHANGED11,45011,45000%$2.1M$1.8M-$295.1K2026-11-02
MGO One Seven LLC
DECREASED11,14612,496-1,350-11%$2.3M$1.8M-$537.2K2026-10-28
Jessup Wealth Management, Inc
DECREASED10,92611,507-581-5%$2.1M$1.7M-$389.1K2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED10,91210,91200%$2.0M$1.7M-$281.2K2026-10-06
Assetmark, Inc
INCREASED10,71310,364+349+3%$1.9M$1.7M-$211.5K2026-10-21
Fideuram Asset Management (Ireland) dac
INCREASED10,6755,657+5,018+89%$989.9K$1.9M+$908.3K2026-10-29
Park National Corp
DECREASED10,59311,405-812-7%$2.1M$1.7M-$423.3K2026-10-05
Hennion & Walsh Asset Management, Inc.
INCREASED10,56610,494+72+1%$1.9M$1.7M-$259.0K2026-10-13
Achmea Investment Management B.V.
NEW10,339—+10,339——$1.6M—2026-10-30
Aljian Capital Management, LLC
UNCHANGED10,21510,21500%$1.9M$1.6M-$263.2K2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED10,0209,284+736+8%$1.7M$1.6M-$122.0K2026-10-26
Hurlow Wealth Management Group, Inc.
INCREASED9,9829,975+7+0%$1.8M$1.6M-$256.1K2026-10-29
Patton Albertson Miller Group, LLC
UNCHANGED9,9209,92000%$1.8M$1.6M-$255.6K2026-10-26
Lincoln Capital LLC
UNCHANGED9,8139,81300%$1.8M$1.6M-$252.9K2026-10-09
Ascent Group, LLC
DECREASED9,6849,740-56-1%$1.8M$1.5M-$259.9K2026-10-30
Eurizon Capital SGR S.p.A.
INCREASED9,5408,126+1,414+17%$1.5M$1.5M+$15.9K2026-11-06
Lido Advisors, LLC
INCREASED9,3418,415+926+11%$1.6M$1.5M-$77.0K2026-11-04
Maryland State Retirement & Pension System
INCREASED9,3258,395+930+11%$1.6M$1.5M-$68.1K2026-11-05
Quadrant Capital Group LLC
DECREASED9,0249,052-280%$1.7M$1.5M-$181.2K2026-10-20
Trust Co of Toledo NA
UNCHANGED8,9028,90200%$1.6M$1.4M-$229.4K2026-10-16
Allworth Financial LP
INCREASED8,6688,175+493+6%$1.5M$1.6M+$91.3K2026-11-06
Praxis Investment Management Inc
UNCHANGED8,6578,65700%$1.6M$1.4M-$223.0K2026-11-03
Farther Finance Advisors, LLC
INCREASED8,6127,363+1,249+17%$1.4M$1.4M+$9.2K2026-10-08
Vise Technologies, Inc.
INCREASED8,4268,029+397+5%$1.5M$1.3M-$143.6K2026-10-29
Gamma Investing LLC
INCREASED8,3618,263+98+1%$1.5M$1.3M-$197.3K2026-10-08
First City Capital Management, Inc.
DECREASED8,3488,373-250%$1.6M$1.3M-$219.8K2026-10-27
Valmark Advisers, Inc.
DECREASED8,3018,778-477-5%$1.6M$1.3M-$302.2K2026-11-06
Hartford Investment Management Co
DECREASED8,2708,617-347-4%$1.6M$1.3M-$277.4K2026-11-04
Inspire Investing, LLC
DECREASED8,20710,049-1,842-18%$1.9M$1.3M-$552.5K2026-10-22
Merit Financial Group, LLC
INCREASED8,1467,377+769+10%$1.4M$1.3M-$67.6K2026-11-06
Wealth Dimensions Group, Ltd.
INCREASED7,8857,849+36+0%$1.5M$1.3M-$196.5K2026-11-02
First Citizens Bank & Trust Co
INCREASED7,8751,596+6,279+393%$295.5K$1.3M+$959.6K2026-10-14
Private Trust Co NA
INCREASED7,8557,816+39+1%$1.4M$1.3M-$195.2K2026-10-20
Brindle & Bay Financial Advisors, LLC
NEW7,852—+7,852——$1.3M—2026-10-15
Salvus Wealth Management, LLC
INCREASED7,7647,114+650+9%$1.3M$1.2M-$79.7K2026-10-13
New Mexico Educational Retirement Board
UNCHANGED7,6877,68700%$1.4M$1.2M-$198.0K2026-11-05
HB Wealth Management, LLC
INCREASED7,5233,978+3,545+89%$736.5K$1.2M+$462.5K2026-10-23
Louisiana State Employees Retirement System
DECREASED7,5007,900-400-5%$1.5M$1.2M-$267.3K2026-10-20
Candriam S.C.A.
DECREASED7,4869,151-1,665-18%$1.7M$1.2M-$495.2K2026-11-03
Marathon Capital Management
UNCHANGED7,4857,48500%$1.4M$1.2M-$192.9K2026-10-23
Univest Financial Corp
DECREASED7,2857,425-140-2%$1.4M$1.2M-$213.7K2026-11-05
Blue Trust, Inc.
DECREASED6,9927,414-422-6%$1.4M$1.1M-$258.3K2026-10-15
Gateway Investment Advisers LLC
INCREASED6,9926,979+13+0%$1.3M$1.1M-$177.8K2026-10-13
Crossmark Global Holdings, Inc.
DECREASED6,8777,185-308-4%$1.3M$1.1M-$234.2K2026-10-21
Novem Group
INCREASED6,8726,738+134+2%$1.2M$1.1M-$152.3K2026-10-19
Valeo Financial Advisors, LLC
INCREASED6,8595,941+918+15%$1.1M$1.1M-$6.7K2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED6,7176,308+409+6%$1.2M$1.1M-$91.8K2026-11-04
United Advisor Group, LLC
INCREASED6,6786,617+61+1%$1.2M$1.1M-$160.7K2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED6,6006,60000%$1.2M$1.1M-$170.1K2026-10-14
Annex Advisory Services, LLC
NEW6,542—+6,542——$1.0M—2026-10-16
City Holding Co
INCREASED6,5146,487+27+0%$1.2M$1.0M-$162.9K2026-10-19
Greenwood Capital Associates LLC
NEW6,391—+6,391——$1.0M—2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
DECREASED6,34347,750-41,407-87%$8.8M$1.0M-$7.8M2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW6,257—+6,257——$997.2K—2026-10-16
E. Ohman J:or Asset Management AB
INCREASED6,2044,384+1,820+42%$811.7K$988.7K+$177.1K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED6,0733,181+2,892+91%$558.0K$1.0M+$445.5K2026-10-13
Glenview Trust Co
DECREASED5,9096,059-150-2%$1.1M$941.7K-$180.0K2026-10-28
Tokio Marine Asset Management Co LTD
UNCHANGED5,9075,90700%$1.1M$941.4K-$152.2K2026-10-26
Aviance Capital Partners, LLC
UNCHANGED5,8815,88100%$1.1M$937.3K-$151.6K2026-10-29
Thrivent Financial for Lutherans
DECREASED5,7735,911-138-2%$1.1M$920.0K-$174.0K2026-11-05
Formidable Asset Management, LLC
INCREASED5,5615,533+28+1%$870.5K$1.0M+$158.9K2026-11-03
Crew Capital Management, Ltd
UNCHANGED5,5315,53100%$1.0M$881.5K-$142.5K2026-10-28
Saxony Capital Management, LLC
UNCHANGED5,4825,48200%$1.0M$873.6K-$141.3K2026-10-15
Ellsworth Advisors, LLC
DECREASED5,4285,533-105-2%$954.1K$865.1K-$89.0K2026-10-15
Davenport & Co LLC
INCREASED5,4265,290+136+3%$979.4K$864.7K-$114.7K2026-10-14
Money Concepts Capital Corp
UNCHANGED5,3505,35000%$990.5K$852.6K-$137.9K2026-11-06
Nautilus Advisors LLC
UNCHANGED5,3315,33100%$955.7K$849.6K-$106.1K2026-10-07
365 WMG Private Fund I: Primus Fund LLC
NEW5,059—+5,059——$806.3K—2026-10-20
Axecap Investments, LLC
DECREASED5,0595,060-10%$936.8K$806.3K-$130.5K2026-10-20
Westhampton Capital, LLC
UNCHANGED5,0255,02500%$930.3K$800.8K-$129.5K2026-10-30
Guardian Wealth Advisors, LLC
DECREASED4,9715,545-574-10%$1.0M$901.7K-$124.9K2026-10-30
Citizens Financial Group Inc
INCREASED4,9191,285+3,634+283%$237.9K$783.9K+$546.0K2026-10-23
Contravisory Investment Management, Inc.
INCREASED4,8994,883+16+0%$904.0K$780.8K-$123.3K2026-10-13
Accordant Advisory Group Inc
NEW4,855—+4,855——$773.7K—2026-10-29
Central Trust Co
UNCHANGED4,8394,83900%$895.9K$771.2K-$124.7K2026-11-05
Indivisible Partners
DECREASED4,7484,807-59-1%$890.0K$756.7K-$133.3K2026-10-26
HUB Investment Partners, LLC
DECREASED4,6684,734-66-1%$876.5K$743.9K-$132.6K2026-11-03
North Dakota State Investment Board
INCREASED4,6624,580+82+2%$847.9K$743.0K-$105.0K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED4,5924,364+228+5%$808.0K$731.8K-$76.2K2026-11-06
MBA Advisors LLC
INCREASED4,5614,548+13+0%$842.0K$726.9K-$115.0K2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
UNCHANGED4,5304,53000%$838.7K$721.9K-$116.7K2026-10-19
MQS Management LLC
NEW4,512—+4,512——$719.1K—2026-11-06
Sterling Capital Management LLC
DECREASED4,4085,229-821-16%$968.1K$702.5K-$265.6K2026-10-22
Westco Advisory Services Inc
DECREASED4,3104,317-70%$799.2K$686.9K-$112.4K2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED4,2962,919+1,377+47%$540.4K$684.7K+$144.3K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED4,2064,340-134-3%$803.5K$670.3K-$133.3K2026-11-05
Ascentis Wealth Management, LLC
INCREASED4,2051,709+2,496+146%$316.4K$670.1K+$353.7K2026-11-03
TMB Capital Partners, LLC
INCREASED4,1804,170+10+0%$771.9K$666.1K-$105.8K2026-10-20
Linden Thomas Advisory Services, LLC
DECREASED4,1794,222-43-1%$781.7K$666.0K-$115.7K2026-10-19
Investment Partners, Ltd.
INCREASED4,1182,729+1,389+51%$505.2K$656.2K+$151.0K2026-10-29
Krilogy Financial LLC
INCREASED4,0563,353+703+21%$620.8K$671.5K+$50.7K2026-10-13
Summit Financial Strategies, Inc.
UNCHANGED4,0524,05200%$750.2K$645.8K-$104.4K2026-10-14
B. Metzler seel. Sohn & Co. AG
DECREASED4,0454,646-601-13%$860.2K$644.7K-$215.5K2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
INCREASED4,0414,040+1+0%$747.9K$644.0K-$103.9K2026-11-02
Opus Capital Group, LLC
INCREASED4,0404,001+39+1%$741.0K$644.0K-$97.0K2026-10-30
Securian Asset Management, Inc
DECREASED4,0114,111-100-2%$743.2K$639.2K-$104.0K2026-11-06
Forbes J M & Co LLP
UNCHANGED3,9833,98300%$737.4K$634.8K-$102.6K2026-10-16
D.A. Davidson & Co.
INCREASED3,9623,911+51+1%$724.3K$631.5K-$92.7K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED3,9473,118+829+27%$577.2K$629.1K+$51.9K2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED3,9083,90800%$723.5K$622.8K-$100.7K2026-10-29
Greenleaf Trust
DECREASED3,8953,938-43-1%$729.1K$620.7K-$108.3K2026-10-29
BIP Wealth, LLC
UNCHANGED3,8913,89100%$720.4K$620.1K-$100.3K2026-10-22
Bank & Trust Co
DECREASED3,8764,012-136-3%$742.8K$617.7K-$125.1K2026-10-07
Kepler Cheuvreux (Suisse) SA
DECREASED3,8745,916-2,042-35%$1.1M$617.4K-$477.9K2026-10-20
AlphaCore Capital LLC
INCREASED3,8692,448+1,421+58%$453.2K$618.3K+$165.1K2026-11-04
ASR Vermogensbeheer N.V.
DECREASED3,86434,993-31,129-89%$6.5M$615.8K-$5.9M2026-10-16
XML Financial, LLC
INCREASED3,7893,769+20+1%$697.8K$603.8K-$94.0K2026-10-29
One Way Holdings LLC
DECREASED3,7873,790-30%$701.7K$603.5K-$98.1K2026-10-29
RS Crum Inc.
UNCHANGED3,7103,71000%$686.9K$591.3K-$95.6K2026-10-19
Vontobel Holding Ltd.
INCREASED3,6911,635+2,056+126%$302.7K$588.2K+$285.5K2026-10-16
Axxcess Wealth Management, LLC
INCREASED3,6843,533+151+4%$654.1K$587.1K-$67.0K2026-10-21
MAD River Investors
UNCHANGED3,6003,60000%$666.5K$573.7K-$92.8K2026-10-27
Ascentis Independent Advisors
NEW3,593—+3,593——$573.0K—2026-11-03
V-Square Quantitative Management LLC
INCREASED3,5933,139+454+14%$581.2K$572.6K-$8.5K2026-10-15
Kingdom Financial Group Llc.
DECREASED3,5603,882-322-8%$718.7K$567.4K-$151.3K2026-11-04
Natural Investments, LLC
DECREASED3,5243,561-37-1%$659.0K$561.6K-$97.4K2026-11-06
Weaver Capital Management LLC
DECREASED3,4883,745-257-7%$589.3K$555.9K-$33.4K2026-10-15
HBK Sorce Advisory LLC
DECREASED3,4613,541-80-2%$629.6K$651.8K+$22.2K2026-11-06
Tema Etfs LLC
INCREASED3,4363,378+58+2%$625.4K$547.6K-$77.8K2026-10-16
GC Wealth Management RIA, LLC
INCREASED3,4273,401+26+1%$629.7K$546.2K-$83.5K2026-11-02
Global X Japan Co., Ltd.
DECREASED3,4163,545-129-4%$656.3K$544.4K-$111.9K2026-10-21
American National Bank & Trust
UNCHANGED3,4003,40000%$629.5K$541.9K-$87.6K2026-10-07
Simon Quick Advisors, LLC
NEW3,357—+3,357——$535.1K—2026-10-26
Csenge Advisory Group
DECREASED3,2043,330-126-4%$616.5K$510.6K-$105.9K2026-11-04
Brighton Jones LLC
INCREASED3,1502,275+875+38%$421.2K$502.1K+$80.9K2026-11-03
SYM Financial Corp
INCREASED3,0992,701+398+15%$500.1K$493.8K-$6.3K2026-10-26
Burney Co/
INCREASED3,0703,065+5+0%$567.5K$489.3K-$78.2K2026-10-15
Burns Matteson Capital Management, LLC
NEW3,054—+3,054——$486.7K—2026-10-16
Curbstone Financial Management Corp
INCREASED3,0502,850+200+7%$527.6K$486.1K-$41.6K2026-10-21
Parthenon LLC
UNCHANGED3,0003,00000%$555.4K$478.1K-$77.3K2026-10-22
Sterling Investment Counsel, LLC
UNCHANGED2,9802,98000%$551.7K$474.9K-$76.8K2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED2,9652,96500%$538.3K$483.5K-$54.8K2026-10-15
Catalyst Financial Partners LLC
DECREASED2,9263,203-277-9%$593.0K$466.3K-$126.7K2026-11-06
First Affirmative Financial Network
NEW2,875—+2,875——$458.1K—2026-10-21
Apollon Wealth Management, LLC
DECREASED2,8703,161-291-9%$585.3K$457.3K-$128.0K2026-10-23
Chicago Partners Investment Group LLC
INCREASED2,8471,792+1,055+59%$321.4K$501.9K+$180.5K2026-10-27
Signaturefd, LLC
INCREASED2,8472,318+529+23%$429.1K$453.7K+$24.6K2026-10-23
Sigma Planning Corp
DECREASED2,8432,856-130%$528.7K$453.1K-$75.6K2026-10-23
William B. Walkup & Associates, Inc.
UNCHANGED2,8162,81600%$521.4K$448.8K-$72.6K2026-11-05
McAdam, LLC
INCREASED2,7972,763+34+1%$511.6K$445.8K-$65.8K2026-10-21
Wagner Wealth Management, Corp
DECREASED2,7822,827-45-2%$523.4K$443.4K-$80.0K2026-10-20
Sound Financial Strategies Group, LLC
INCREASED2,7681,809+959+53%$334.9K$441.1K+$106.2K2026-10-30
Parallel Advisors, LLC
DECREASED2,7672,881-114-4%$533.4K$441.0K-$92.4K2026-11-03
Compound Planning, Inc.
INCREASED2,7462,473+273+11%$457.9K$437.7K-$20.2K2026-11-05
Rossby Financial, LCC
INCREASED2,7362,039+697+34%$377.5K$436.0K+$58.5K2026-11-05
Beese Fulmer Investment Management, Inc.
DECREASED2,6732,675-20%$495.3K$426.0K-$69.3K2026-10-23
Penobscot Investment Management Company, Inc.
UNCHANGED2,6702,67000%$494.4K$425.6K-$68.8K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED2,6613,363-702-21%$622.6K$424.1K-$198.5K2026-10-05
Evergreen Capital Management LLC
INCREASED2,6432,293+350+15%$426.5K$423.3K-$3.2K2026-10-23
Stokes Capital Advisors, LLC
UNCHANGED2,6282,62800%$486.5K$418.8K-$67.7K2026-10-09
Community Financial Services Group, LLC
UNCHANGED2,6142,61400%$489.4K$423.9K-$65.5K2026-10-15
J. Safra Sarasin Holding AG
DECREASED2,5465,464-2,918-53%$507.5K$405.8K-$101.7K2026-10-26
Brookstone Capital Management
INCREASED2,5201,249+1,271+102%$231.2K$401.6K+$170.4K2026-10-22
Wedmont Private Capital
INCREASED2,5062,497+9+0%$447.7K$414.2K-$33.6K2026-10-09
Integrity Alliance, Llc.
NEW2,487—+2,487——$396.5K—2026-10-29
Midwest Trust Co
NEW2,478—+2,478——$394.9K—2026-10-22
Harbor Capital Advisors, Inc.
INCREASED2,4712,461+10+0%$456.0K$394.0K-$62.0K2026-10-22
Samalin Investment Counsel, LLC
INCREASED2,3802,371+9+0%$438.9K$379.3K-$59.7K2026-10-23
Washington Trust Bank
UNCHANGED2,3752,37500%$439.7K$378.5K-$61.2K2026-11-03
Certuity, LLC
DECREASED2,3452,391-46-2%$442.7K$373.8K-$68.9K2026-11-02
Capital Investment Counsel, Inc
UNCHANGED2,3422,34200%$433.6K$373.2K-$60.4K2026-10-20
Lakeshore Financial Planning, Inc.
UNCHANGED2,3282,32800%$431.0K$371.0K-$60.0K2026-10-13
Lewis Asset Management, LLC
INCREASED2,2992,292+7+0%$424.4K$368.6K-$55.8K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED2,2741,922+352+18%$355.8K$362.3K+$6.5K2026-11-03
Roman Butler Fullerton & Co
NEW2,230—+2,230——$378.9K—2026-10-27
Smith Shellnut Wilson LLC
UNCHANGED2,2102,21000%$409.2K$352.2K-$57.0K2026-10-21
Lantz Financial LLC
UNCHANGED2,2092,20900%$409.0K$352.0K-$56.9K2026-10-15
Gen-Wealth Partners Inc
DECREASED2,1922,332-140-6%$431.7K$349.4K-$82.3K2026-11-04
Atlas Brown,Inc.
UNCHANGED2,1212,12100%$392.7K$338.0K-$54.7K2026-10-09
Planned Solutions, Inc.
UNCHANGED2,1052,10500%$389.7K$335.5K-$54.2K2026-10-19
Prospera Financial Services Inc
DECREASED2,0812,831-750-26%$525.0K$377.8K-$147.3K2026-11-04
Kessler Investment Group, LLC
DECREASED2,0812,090-90%$386.9K$331.6K-$55.3K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED2,0731,413+660+47%$261.6K$330.4K+$68.8K2026-11-04
StoneX Group Inc.
NEW2,068—+2,068——$349.8K—2026-11-03
WealthPlan Investment Management, LLC
INCREASED2,0532,029+24+1%$375.6K$327.2K-$48.4K2026-10-15
Asset One Wealth Management LLC
UNCHANGED2,0532,05300%$354.0K$327.2K-$26.8K2026-11-02
Modera Wealth Management, LLC
INCREASED2,0361,180+856+73%$218.5K$324.5K+$106.0K2026-10-28
Clear Trail Advisors, LLC
DECREASED2,0312,147-116-5%$397.5K$323.7K-$73.8K2026-10-20
Ballast, Inc.
UNCHANGED2,0202,02000%$374.0K$321.9K-$52.1K2026-10-20
Fulcrum Asset Management LLP
INCREASED2,01842+1,976+4705%$7.8K$325.2K+$317.3K2026-11-04
Jacobi Capital Management LLC
INCREASED2,0172,014+3+0%$372.9K$321.4K-$51.6K2026-11-05
Lmcg Investments, LLC
UNCHANGED2,0002,00000%$370.3K$318.7K-$51.5K2026-10-21
Choreo, LLC
DECREASED1,9953,354-1,359-41%$621.0K$318.0K-$303.0K2026-10-28
3Chopt Investment Partners, LLC
INCREASED1,9691,889+80+4%$351.5K$315.6K-$35.8K2026-10-30
Fisher Asset Management, LLC
DECREASED1,9542,041-87-4%$378.1K$311.6K-$66.5K2026-11-06
71 West Capital Partners
DECREASED1,9262,097-171-8%$388.2K$306.9K-$81.3K2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED1,9051,896+9+0%$351.0K$303.6K-$47.5K2026-10-16
Sippican Capital Advisors
UNCHANGED1,9001,90000%$351.8K$302.8K-$49.0K2026-10-23
Klingman & Associates, LLC
NEW1,877—+1,877——$299.1K—2026-10-20
Signal Advisors Wealth, LLC
NEW1,867—+1,867——$297.6K—2026-10-13
SRH Advisors, LLC
UNCHANGED1,8661,86600%$345.5K$297.4K-$48.1K2026-10-22
Busey Bank
INCREASED1,8441,841+3+0%$340.8K$293.9K-$47.0K2026-10-26
Pinion Investment Advisors, LLC
DECREASED1,8342,023-189-9%$374.5K$292.3K-$82.2K2026-11-04
Turtle Creek Wealth Advisors, LLC
NEW1,827—+1,827——$291.2K—2026-10-15
Integrated Advisors Network LLC
INCREASED1,8231,530+293+19%$283.3K$290.5K+$7.3K2026-10-20
BKM Wealth Management, LLC
UNCHANGED1,8001,80000%$333.3K$286.9K-$46.4K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,7961,618+178+11%$299.6K$286.2K-$13.3K2026-10-27
McCarley & Cook Financial Planners
INCREASED1,7921,788+4+0%$331.0K$285.6K-$45.4K2026-10-21
BankChampaign, National Association
DECREASED1,7771,824-47-3%$337.7K$283.2K-$54.5K2026-10-19
Trust Asset Management LLC
UNCHANGED1,7371,73700%$321.6K$276.8K-$44.8K2026-11-03
Advanced Asset Management Advisors Inc
INCREASED1,7131,682+31+2%$311.4K$273.0K-$38.4K2026-10-20
L. Roy Papp & Associates, LLP
UNCHANGED1,6881,68800%$312.5K$269.0K-$43.5K2026-10-21
Franklin Street Advisors Inc
UNCHANGED1,6531,65300%$306.0K$263.4K-$42.6K2026-10-13
Trust Co of Vermont
UNCHANGED1,6501,65000%$305.5K$263.0K-$42.5K2026-10-21
QTR Family Wealth, LLC
NEW1,649—+1,649——$262.7K—2026-11-02
Sagespring Wealth Partners, LLC
INCREASED1,6351,586+49+3%$293.7K$260.6K-$33.1K2026-10-22
Crestwood Advisors Group, LLC
INCREASED1,5631,356+207+15%$251.1K$249.1K-$2.0K2026-10-27
Biltmore Family Office, LLC
DECREASED1,5001,510-10-1%$281.0K$240.5K-$40.5K2026-11-03
Earned Wealth Advisors, LLC
INCREASED1,4981,451+47+3%$268.7K$238.8K-$29.9K2026-11-06
Profund Advisors LLC
INCREASED1,4971,355+142+10%$250.9K$238.6K-$12.3K2026-10-29
Raiffeisen Bank International AG
NEW1,470—+1,470——$236.9K—2026-10-28
Regions Financial Corp
DECREASED1,4701,823-353-19%$337.5K$234.3K-$103.2K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED1,4691,482-13-1%$274.7K$234.6K-$40.1K2026-11-05
Ritholtz Wealth Management
NEW1,462—+1,462——$233.0K—2026-11-05
Marble Harbor Investment Counsel, LLC
UNCHANGED1,4581,45800%$269.9K$232.4K-$37.6K2026-11-06
Thompson Investment Management, Inc.
UNCHANGED1,4351,43500%$265.7K$228.7K-$37.0K2026-10-14
Manchester Capital Management LLC
INCREASED1,4201,418+2+0%$262.5K$226.3K-$36.2K2026-10-22
Curated Wealth Partners LLC
NEW1,419—+1,419——$226.1K—2026-10-15
Cigna Investments Inc
DECREASED1,4101,479-69-5%$274.0K$225.0K-$49.0K2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED1,4021,425-23-2%$263.8K$223.4K-$40.4K2026-10-22
Claro Advisors Inc.
DECREASED1,3951,884-489-26%$348.9K$222.4K-$126.5K2026-11-02
IFP Advisors, Inc
DECREASED1,3881,976-588-30%$365.8K$221.2K-$144.6K2026-10-16
Verisail Partners, LLC
DECREASED1,3831,682-299-18%$311.4K$220.4K-$91.0K2026-10-19
Birch Financial Group, LLC
DECREASED1,3822,638-1,256-48%$488.3K$220.2K-$268.1K2026-10-27
Aprio Wealth Management, LLC
INCREASED1,3761,329+47+4%$246.1K$219.3K-$26.8K2026-10-28
Vista Investment Partners II, LLC
UNCHANGED1,3671,36700%$253.1K$217.9K-$35.2K2026-10-15
Optima Capital LLC
DECREASED1,3631,367-40%$253.9K$217.9K-$36.1K2026-10-29
MBL Wealth, LLC
NEW1,316—+1,316——$209.7K—2026-10-22
Parcion Private Wealth LLC
NEW1,315—+1,315——$209.6K—2026-10-28
Versant Capital Management, Inc
INCREASED1,3081,194+114+10%$221.1K$208.5K-$12.6K2026-10-02
Poinciana Advisors Group, LLC
UNCHANGED1,3031,30300%$241.2K$207.7K-$33.6K2026-11-06
Cahaba Wealth Management, Inc.
INCREASED1,2941,281+13+1%$237.1K$206.2K-$31.0K2026-10-26
Dumont & Blake Investment Advisors LLC
DECREASED1,2911,297-60%$240.1K$205.7K-$34.4K2026-10-28
Client First Capital LLC
UNCHANGED1,2891,28900%$238.6K$205.4K-$33.2K2026-10-22
Richardson Financial Services Inc.
DECREASED1,2751,415-140-10%$262.0K$203.2K-$58.8K2026-10-30
Eastern Bank
UNCHANGED1,2361,23600%$228.8K$197.0K-$31.9K2026-10-05
Root Financial Partners, LLC
NEW1,044—+1,044——$166.4K—2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED1,003375+628+167%$69.4K$159.8K+$90.4K2026-10-07
Signature Equity Partners, LLC
INCREASED936931+5+1%$172.3K$149.1K-$23.2K2026-10-29
SJS Investment Consulting Inc.
INCREASED922422+500+118%$78.1K$147.0K+$68.9K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED89589500%$165.7K$142.6K-$23.1K2026-10-23
UMB Bank, n.a.
INCREASED863862+1+0%$159.6K$137.5K-$22.1K2026-11-06
First Command Advisory Services, Inc.
INCREASED811195+616+316%$36.3K$129.9K+$93.6K2026-11-05
AlphaCentric Advisors LLC
NEW795—+795——$126.7K—2026-11-03
Mechanics Financial Corp
UNCHANGED74774700%$138.3K$119.0K-$19.3K2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED67467400%$124.8K$107.4K-$17.4K2026-10-15
Mcdonald Partners LLC
UNCHANGED66766700%$123.5K$106.3K-$17.2K2026-11-03
Creative Financial Designs Inc
DECREASED6453,583-2,938-82%$663.3K$102.8K-$560.5K2026-11-04
Citizens National Bank Trust Department
UNCHANGED63063000%$116.6K$100.4K-$16.2K2026-11-04
Zions Bancorporation, National Association
INCREASED616611+5+1%$113.1K$98.2K-$14.9K2026-11-06
Montag A & Associates Inc
INCREASED600340+260+76%$63.3K$96.2K+$32.9K2026-10-29
Kentucky Trust Co
UNCHANGED59159100%$109.4K$94.2K-$15.2K2026-10-15
Essex Investment Management Co LLC
UNCHANGED54954900%$101.6K$87.5K-$14.1K2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED539542-3-1%$100.3K$85.9K-$14.4K2026-10-27
Cromwell Holdings LLC
INCREASED536515+21+4%$95.8K$85.9K-$9.9K2026-10-28
Princeton Global Asset Management LLC
UNCHANGED53053000%$98.1K$84.5K-$13.7K2026-10-21
Oslo Pensjonsforsikring AS
UNCHANGED52252200%$96.6K$83.2K-$13.5K2026-10-15
Parkside Financial Bank & Trust
DECREASED514518-4-1%$95.9K$81.9K-$14.0K2026-10-27
NBH Bank
UNCHANGED50050000%$92.6K$79.7K-$12.9K2026-11-05
Evolution Wealth Management Inc.
UNCHANGED50050000%$92.6K$79.7K-$12.9K2026-10-28
Deseret Mutual Benefit Administrators
UNCHANGED44744700%$82.8K$71.2K-$11.5K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED42542500%$78.7K$67.7K-$11.0K2026-10-23
Y.D. More Investments Ltd
INCREASED405100+305+305%$62$64.5K+$64.5K2026-11-02
Evermay Wealth Management LLC
UNCHANGED40040000%$74.4K$64.1K-$10.3K2026-11-05
Provenance Wealth Advisors, LLC
NEW399—+399——$63.6K—2026-10-30
GoalVest Advisory LLC
DECREASED395410-15-4%$75.9K$63.0K-$13.0K2026-10-02
Catherine Avery Investment Management LLC
UNCHANGED39539500%$73.1K$63.0K-$10.2K2026-10-14
Hanson & Doremus Investment Management
UNCHANGED39039000%$72.0K$62.0K-$10.0K2026-10-16
John Boyer, Inc.
NEW369—+369——$58.7K—2026-10-27
True Wealth Design, LLC
INCREASED342207+135+65%$38.3K$54.5K+$16.2K2026-10-13
Laurel Wealth Advisors LLC
NEW315—+315——$50.2K—2026-10-27
Caitong International Asset Management Co., Ltd
NEW306—+306——$48.8K—2026-10-29
Rothwell Investment Advisors, LLC
NEW300—+300——$47.7K—2026-11-06
Bangor Savings Bank
UNCHANGED30030000%$55.5K$47.8K-$7.7K2026-10-06
West Branch Capital LLC
UNCHANGED29629600%$54.8K$47.2K-$7.6K2026-10-20
USA Financial Formulas
NEW294—+294——$46.9K—2026-10-16
Essential Partners LLC
INCREASED286103+183+178%$19.1K$45.6K+$26.5K2026-10-14
Oakworth Capital, Inc.
UNCHANGED27927900%$52.2K$44.5K-$7.8K2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED26726700%$49.4K$42.6K-$6.9K2026-10-05
Capital Advisors, Ltd. LLC
UNCHANGED25525500%$47.0K$41.0K-$6.0K2026-10-27
SBI Securities Co., Ltd.
INCREASED254238+16+7%$44.1K$40.5K-$3.6K2026-10-22
Towne Trust Company, N.a
UNCHANGED25025000%$46.3K$39.8K-$6.4K2026-10-28
First Horizon Corp
UNCHANGED23923900%$44.2K$38.1K-$6.2K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED20020000%$37.4K$32.4K-$5.0K2026-10-16
Alpine Bank Wealth Management
UNCHANGED20020000%$37.0K$31.9K-$5.2K2026-10-16
Caldwell Trust Co
UNCHANGED19019000%$35.2K$30.3K-$4.9K2026-10-30
Lodestone Wealth Management LLC
INCREASED153152+1+1%$28.1K$24.3K-$3.8K2026-10-14
Asset Dedication, LLC
UNCHANGED15115100%$28.0K$24.1K-$3.9K2026-11-03
Plato Investment Management Ltd
DECREASED1464,844-4,698-97%$891.6K$23.4K-$868.2K2026-11-05
Fortitude Family Office, LLC
INCREASED143124+19+15%$23.0K$22.8K-$1672026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED13513500%$25.0K$21.5K-$3.5K2026-10-20
JFS Wealth Advisors, LLC
INCREASED133130+3+2%$24.1K$21.2K-$2.9K2026-11-03
Financial Consulate, Inc
UNCHANGED13313300%$24.6K$21.2K-$3.4K2026-10-23
Private Wealth Management Group, LLC
UNCHANGED12812800%$23.7K$20.4K-$3.3K2026-10-19
TD Private Client Wealth LLC
INCREASED127121+6+5%$22.4K$20.2K-$2.2K2026-10-28
Bokf, NA
DECREASED126280-154-55%$51.8K$20.1K-$31.8K2026-10-27
Independence Bank of Kentucky
NEW125—+125——$19.9K—2026-10-26
Hilltop National Bank
UNCHANGED11411400%$21.1K$18.2K-$2.9K2026-10-14
Clearstead Trust, LLC
UNCHANGED11111100%$20.6K$17.7K-$2.9K2026-11-06
Highline Wealth Partners LLC
INCREASED11040+70+175%$7.4K$17.6K+$10.1K2026-10-19
Elyxium Wealth, LLC
NEW100—+100——$15.9K—2026-10-27
Miller Wealth Advisors, LLC
UNCHANGED10010000%$18.5K$15.9K-$2.6K2026-11-02
Spire Wealth Management
UNCHANGED999900%$18.3K$15.8K-$2.6K2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED979700%$18.0K$15.5K-$2.5K2026-10-22
Boyd Watterson Asset Management LLC
UNCHANGED919100%$16.8K$14.5K-$2.3K2026-11-06
Hickory Point Bank & Trust
UNCHANGED909000%$16.7K$14.3K-$2.3K2026-10-01
Raleigh Capital Management Inc.
DECREASED7682-6-7%$15.3K$12.1K-$3.2K2026-10-28
GK Wealth Management LLC
NEW74—+74——$11.8K—2026-10-09
Grove Bank & Trust
UNCHANGED666600%$12.2K$10.5K-$1.7K2026-10-08
Elevation Wealth Partners, LLC
UNCHANGED656500%$12.0K$10.4K-$1.7K2026-10-07
Covestor Ltd
DECREASED63167-104-62%$31.0K$10.0K-$21.0K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED6360+3+5%$11.1K$10.0K-$1.1K2026-10-20
Joseph Group Capital Management
UNCHANGED616100%$11.3K$9.7K-$1.6K2026-11-04
Hughes Financial Services, LLC
DECREASED5859-1-2%$10.9K$10.5K-$3752026-10-30
Kings Path Partners LLC
UNCHANGED565600%$10.4K$8.9K-$1.4K2026-10-21
Salomon & Ludwin, LLC
UNCHANGED565600%$10.5K$8.9K-$1.6K2026-10-29
West Paces Advisors Inc.
UNCHANGED545400%$10.0K$8.6K-$1.4K2026-10-13
Luken Investment Analytics, LLC
UNCHANGED525200%$9.6K$8.3K-$1.3K2026-11-06
Meriwether Wealth & Planning, LLC
NEW50—+50——$8.0K—2026-10-13
Madden Securities Corp
NEW49—+49——$7.8K—2026-10-27
Creative Capital Management Investments LLC
INCREASED4730+17+57%$5.6K$7.5K+$1.9K2026-10-28
First Pacific Financial
UNCHANGED464600%$8.5K$7.3K-$1.2K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED434300%$8.0K$6.9K-$1.1K2026-10-23
Avion Wealth
INCREASED4038+2+5%$7.0K$6-$7.0K2026-11-04
Key FInancial Inc
INCREASED3936+3+8%$6.7K$6.2K-$4502026-11-02
Torren Management, LLC
UNCHANGED393900%$7.3K$6.3K-$1.0K2026-10-29
Wilkerson Advisory Group LLC
UNCHANGED393900%$7.2K$6.2K-$1.0K2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED35215-180-84%$39.8K$5.6K-$34.2K2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED3429+5+17%$5.4K$5.5K+$822026-11-03
Valued Wealth Advisors LLC
UNCHANGED333300%$6.2K$5.4K-$8622026-11-05
MV Capital Management, Inc.
UNCHANGED323200%$5.9K$5.1K-$8252026-10-29
Concord Wealth Partners
UNCHANGED323200%$5.9K$5.1K-$8242026-11-02
DT Investment Partners, LLC
UNCHANGED303000%$5.6K$4.8K-$7732026-10-27
Armstrong Advisory Group, Inc
NEW28—+28——$4.5K—2026-10-09
James T. Borello RIA
UNCHANGED262600%$4.8K$4.1K-$6702026-10-16
Aspect Partners, LLC
DECREASED2547-22-47%$8.7K$4.0K-$4.7K2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED252500%$4.6K$4.0K-$6442026-10-16
Albion Financial Group
UNCHANGED232300%$4.3K$3.7K-$5932026-10-21
Gilpin Wealth Management, LLC
NEW21—+21——$3.3K—2026-10-09
Nfsg Corp
UNCHANGED202000%$3.7K$3.2K-$5162026-10-15
Bell Investment Advisors, Inc
INCREASED1916+3+19%$3.0K$3.0K+$662026-10-29
Clark Wealth Partners
INCREASED189+9+100%$1.7K$2.9K+$1.2K2026-10-19
High Note Wealth, LLC
DECREASED1415-1-7%$2.8K$2.2K-$5462026-10-27
KFG LLC
NEW13—+13——$2.1K—2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED131300%$2.4K$2.1K-$3352026-11-04
Rakuten Securities, Inc.
NEW12—+12——$1.9K—2026-11-02
Burk Holdings LLC
UNCHANGED121200%$2.2K$1.9K-$3102026-11-05
Advocate Investing Services LLC
UNCHANGED121200%$2.2K$1.9K-$3102026-10-26
Great Lakes Advisors, LLC
DECREASED111,656-1,645-99%$306.6K$1.8K-$304.8K2026-11-06
Retirement Wealth Solutions LLC
INCREASED116+5+83%$1.1K$1.8K+$6432026-10-07
Balance Wealth Partners LLC
NEW10—+10——$1.6K—2026-10-27
Cape Investment Advisory, Inc.
INCREASED104+6+150%$741$1.6K+$8532026-10-13
Bfsg, LLC
NEW9—+9——$1.4K—2026-10-30
PFS Partners, LLC
UNCHANGED9900%$1.7K$1.4K-$2322026-10-21
Coston, McIsaac & Partners
UNCHANGED9900%$1$1.4K+$1.4K2026-11-06
Activest Wealth Management
UNCHANGED9900%$1.7K$1.4K-$2322026-10-15
Proathlete Wealth Management LLC
NEW8—+8——$1.3K—2026-10-15
Winthrop Capital Management, LLC
UNCHANGED8800%$1$1.3K+$1.3K2026-11-05
William Mack & Associates, Inc.
NEW7—+7——$1.1K—2026-10-27
Valley National Advisers Inc
INCREASED75+2+40%$926$1.1K+$1902026-10-23
Navigoe, LLC
UNCHANGED7700%$1$1$02026-11-04
American Capital Advisory, LLC
INCREASED65+1+20%$926$957+$312026-10-28
Planning Strategies Inc.
INCREASED65+1+20%$926$956+$302026-10-02
WestEnd Advisors, LLC
UNCHANGED6600%$1.1K$956-$1552026-10-27
Three Bridge Wealth Advisors, LLC
NEW4—+4——$641—2026-11-05
Maseco LLP
NEW4—+4——$638—2026-10-27
Ashurst Perkins Coie Trust Co
NEW4—+4——$637—2026-10-15
Davis Capital Management
INCREASED43+1+33%$555$637+$822026-10-08
DecisionPoint Financial, LLC
INCREASED43+1+33%$562$649+$872026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED4400%$741$637-$1042026-11-05
Essential Investment Partners LLC
NEW3—+3——$478—2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED3300%$555$478-$772026-10-23
North Star Investment Management Corp.
UNCHANGED3300%$555$478-$772026-10-27
Bare Financial Services, Inc
UNCHANGED3300%$555$478-$772026-11-04
Arlington Trust Co LLC
NEW2—+2——$319—2026-10-20
Godsey & Gibb, Inc
NEW2—+2——$319—2026-10-14
Quaker Wealth Management, LLC
UNCHANGED2200%$371$319-$522026-10-22
Compass Financial Management LLC
UNCHANGED2200%$370$319-$512026-10-30
Strengthening Families & Communities, LLC
UNCHANGED2200%$370$320-$502026-10-21
Tounjian Advisory Partners, LLC
NEW1—+1——$159—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED1100%$186$160-$262026-10-15
Nvwm, LLC
UNCHANGED1100%$185$159-$262026-10-14
NorthAvenue LLC
UNCHANGED1100%$186$160-$262026-10-29
3 Factor Indexing, LLC
UNCHANGED1100%$186$160-$262026-10-15
TFC Financial Management, Inc.
UNCHANGED1100%$186$160-$262026-10-26
Trilogy Capital Inc.
CLOSED021,165-21,165-100%$3.9M$0-$3.9M2026-10-20
Simplex Trading, LLC
CLOSED08,212-8,212-100%$1.5M$0-$1.5M2026-11-04
LBP AM SA
CLOSED07,409-7,409-100%$1.4M$0-$1.4M2026-11-06
iA Global Asset Management Inc.
CLOSED07,260-7,260-100%$1.3M$0-$1.3M2026-10-29
Ashton Thomas Securities, LLC
CLOSED02,817-2,817-100%$521.0K$0-$521.0K2026-10-26
State of Wyoming
CLOSED02,770-2,770-100%$512.8K$0-$512.8K2026-10-28
Kohmann Bosshard Financial Services, LLC
CLOSED02,707-2,707-100%$501.2K$0-$501.2K2026-11-04
Shah Wealth Advisors, LLC
CLOSED02,473-2,473-100%$457.9K$0-$457.9K2026-11-06
Counterpoint Mutual Funds LLC
CLOSED01,847-1,847-100%$342.0K$0-$342.0K2026-10-16
Mission Wealth Management, LP
CLOSED01,769-1,769-100%$327.6K$0-$327.6K2026-10-15
Forvis Mazars Wealth Advisors, LLC
CLOSED01,527-1,527-100%$282.7K$0-$282.7K2026-10-13
Schear Investment Advisers, LLC
CLOSED01,490-1,490-100%$275.9K$0-$275.9K2026-10-14
Level Four Advisory Services, LLC
CLOSED01,456-1,456-100%$269.6K$0-$269.6K2026-11-06
Gallacher Capital Management LLC
CLOSED01,296-1,296-100%$240.0K$0-$240.0K2026-10-30
Strategic Wealth Investment Group, LLC
CLOSED01,250-1,250-100%$231.4K$0-$231.4K2026-10-29
Cidel Asset Management Inc
CLOSED01,239-1,239-100%$229.4K$0-$229.4K2026-10-29
CGN Advisors LLC
CLOSED01,222-1,222-100%$226.2K$0-$226.2K2026-10-21
Longboard Asset Management, LP
CLOSED01,203-1,203-100%$222.7K$0-$222.7K2026-10-15
Central Bank & Trust Co
CLOSED01,198-1,198-100%$221.8K$0-$221.8K2026-10-09
Lynx Investment Advisory
CLOSED01,189-1,189-100%$220.1K$0-$220.1K2026-10-27
Verdence Capital Advisors LLC
CLOSED01,161-1,161-100%$214.9K$0-$214.9K2026-10-26
Old National Bancorp
CLOSED01,152-1,152-100%$213.3K$0-$213.3K2026-10-20
EPG Wealth Management LLC
CLOSED01,149-1,149-100%$212.7K$0-$212.7K2026-11-03
Salem Investment Counselors Inc
CLOSED01,143-1,143-100%$212.7K$0-$212.7K2026-10-13
Platform Technology Partners
CLOSED01,142-1,142-100%$211.5K$0-$211.5K2026-11-02
Larry Mathis Financial Planning, LLC
CLOSED01,129-1,129-100%$209.0K$0-$209.0K2026-10-26
Accel Wealth Management
CLOSED01,128-1,128-100%$208.9K$0-$208.9K2026-10-13
TruNorth Capital Management, LLC
CLOSED01,100-1,100-100%$203.7K$0-$203.7K2026-10-14
Gryphon Financial Partners LLC
CLOSED01,093-1,093-100%$202.4K$0-$202.4K2026-11-04
Buck Wealth Strategies, LLC
CLOSED0482-482-100%$89.2K$0-$89.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED0399-399-100%$73.9K$0-$73.9K2026-10-15
Institute for Wealth Management, Llc.
CLOSED0257-257-100%$47.6K$0-$47.6K2026-11-06
Atlatl Advisers LLC
CLOSED0166-166-100%$30.7K$0-$30.7K2026-10-22
Gill Capital Partners, LLC
CLOSED0105-105-100%$19.4K$0-$19.4K2026-10-13
Sims Investment Management, LLC
CLOSED0100-100-100%$18.5K$0-$18.5K2026-10-13
Cornerstone Planning Group LLC
CLOSED041-41-100%$7.4K$0-$7.4K2026-10-16
Summit Securities Group LLC
CLOSED036-36-100%$6.7K$0-$6.7K2026-11-05
LifeSteps Financial, Inc.
CLOSED028-28-100%$5.2K$0-$5.2K2026-10-15
Whipplewood Advisors, LLC
CLOSED013-13-100%$2.4K$0-$2.4K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED010-10-100%$1.9K$0-$1.9K2026-10-14
Main Street Group, LTD
CLOSED08-8-100%$1.5K$0-$1.5K2026-10-28
NBT Bank, N.A.
CLOSED07-7-100%$1.3K$0-$1.3K2026-10-21
Global Trust Asset Management, LLC
CLOSED06-6-100%$1.1K$0-$1.1K2026-10-19
Abound Wealth Management
CLOSED04-4-100%$741$0-$7412026-10-26
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Plante Moran Financial Advisors, LLC
CLOSED01-1-100%$185$0-$1852026-11-04
BlackRock, Inc.
N/A—12,610,089-12,610,089-100%$2.3B———
Vanguard Capital Management LLC
N/A—10,124,435-10,124,435-100%$1.9B———
State Street Corp
N/A—8,539,606-8,539,606-100%$1.6B———
Vanguard Portfolio Management LLC
N/A—8,150,052-8,150,052-100%$1.5B———
Charles Schwab Investment Management Inc
N/A—5,482,870-5,482,870-100%$1.0B———
First Trust Advisors LP
N/A—4,145,056-4,145,056-100%$767.4M———
Invesco Ltd.
N/A—2,671,164-2,671,164-100%$494.5M———
Morgan Stanley
N/A—1,912,381-1,912,381-100%$354.1M———
Bank of America Corp
N/A—1,879,069-1,879,069-100%$347.9M———
London Co of Virginia
N/A—1,816,988-1,816,988-100%$336.4M———
Norges Bank
N/A—1,660,670-1,660,670-100%$307.5M———
Northern Trust Corp
N/A—1,451,673-1,451,673-100%$268.8M———
Johnson Investment Counsel Inc
N/A—1,417,965-1,417,965-100%$262.5M———
Arrowstreet Capital, Limited Partnership
N/A—1,214,615-1,214,615-100%$224.9M———
GQG Partners LLC
N/A—1,170,338-1,170,338-100%$216.7M———
Legal & General Group Plc
N/A—1,082,054-1,082,054-100%$200.3M———
Goldman Sachs Group Inc
N/A—1,059,043-1,059,043-100%$196.1M———
UBS Group AG
N/A—1,050,678-1,050,678-100%$194.5M———
UBS Asset Management Americas LLC
N/A—1,013,600-1,013,600-100%$187.7M———
Royal Bank of Canada
N/A—892,871-892,871-100%$165.3M———
Vanguard Fiduciary Trust Co
N/A—869,135-869,135-100%$160.9M———
AQR Capital Management LLC
N/A—657,137-657,137-100%$121.7M———
HSBC Holdings PLC
N/A—537,417-537,417-100%$99.7M———
JPMorgan Chase & Co
N/A—524,356-524,356-100%$97.6M———
Caisse de Depot ET Placement DU Quebec
N/A—521,801-521,801-100%$96.6M———
Raymond James Financial Inc
N/A—466,282-466,282-100%$86.3M———
Swiss National Bank
N/A—439,000-439,000-100%$81.3M———
Mariner, LLC
N/A—420,513-420,513-100%$77.9M———
BNP Paribas Financial Markets
N/A—394,377-394,377-100%$73.0M———
Vanguard Asset Management, Ltd
N/A—342,554-342,554-100%$63.4M———
Vanguard Global Advisers, LLC
N/A—333,772-333,772-100%$61.8M———
Nuveen, LLC
N/A—328,616-328,616-100%$60.8M———
Topsail Wealth Management, LLC
N/A—297,642-297,642-100%$55.4M———
Victory Capital Management Inc
N/A—293,533-293,533-100%$54.3M———
Nomura Asset Management Co LTD
N/A—279,921-279,921-100%$51.8M———
National Pension Service
N/A—278,947-278,947-100%$51.6M———
Rhumbline Advisers
N/A—275,616-275,616-100%$51.0M———
California Public Employees Retirement System
N/A—271,321-271,321-100%$50.2M———
Wells Fargo & Company
N/A—239,095-239,095-100%$44.3M———
Quantinno Capital Management LP
N/A—229,555-229,555-100%$42.5M———
Price T Rowe Associates Inc
N/A—227,467-227,467-100%$42.1M———
California State Teachers Retirement System
N/A—225,713-225,713-100%$41.8M———
Ameriprise Financial Inc
N/A—219,084-219,084-100%$40.6M———
Franklin Resources Inc
N/A—217,516-217,516-100%$40.3M———
Teacher Retirement System of Texas
N/A—216,596-216,596-100%$40.1M———
Natixis Advisors, LLC
N/A—210,056-210,056-100%$38.9M———
Allianz Asset Management GmbH
N/A—203,911-203,911-100%$37.8M———
Huntington National Bank
N/A—203,514-203,514-100%$37.7M———
Millennium Management LLC
N/A—171,738-171,738-100%$31.8M———
Jones Financial Companies Lllp
N/A—170,139-170,139-100%$31.3M———
Danske Bank A/S
N/A—166,389-166,389-100%$30.8M———
Gotham Asset Management, LLC
N/A—163,916-163,916-100%$30.3M———
Alliancebernstein L.P.
N/A—157,372-157,372-100%$24.8M———
Credit Agricole S A
N/A—151,165-151,165-100%$28.0M———
NFJ Investment Group, LLC
N/A—147,846-147,846-100%$27.4M———
HighTower Advisors, LLC
N/A—143,749-143,749-100%$26.6M———
APG Asset Management N.V.
N/A—143,720-143,720-100%$23.3M———
Bank of Montreal
N/A—143,284-143,284-100%$26.5M———
Envestnet Asset Management Inc
N/A—139,438-139,438-100%$25.8M———
Korea Investment Corp
N/A—139,266-139,266-100%$25.8M———
State Board of Administration of Florida Retirement System
N/A—137,878-137,878-100%$25.5M———
Royal London Asset Management LTD
N/A—135,512-135,512-100%$25.1M———
Bartlett & Co. Wealth Management LLC
N/A—133,410-133,410-100%$24.8M———
Aviva PLC
N/A—132,989-132,989-100%$24.6M———
Public Employees Retirement Association of Colorado
N/A—131,999-131,999-100%$24.4M———
Mercer Global Advisors Inc
N/A—131,849-131,849-100%$24.4M———
Canada Life Assurance Co
N/A—127,417-127,417-100%$23.6M———
Janney Montgomery Scott LLC
N/A—120,995-120,995-100%$22.4M———
Rockefeller Capital Management L.P.
N/A—120,124-120,124-100%$22.2M———
BNP Paribas Asset Management Holding S.A.
N/A—109,780-109,780-100%$20.3M———
Baird Financial Group, Inc.
N/A—107,752-107,752-100%$19.9M———
Two Sigma Investments, LP
N/A—106,073-106,073-100%$19.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—105,671-105,671-100%$19.6M———
GatePass Capital, LLC
N/A—97,247-97,247-100%$18.0M———
Susquehanna Fundamental Investments, LLC
N/A—96,014-96,014-100%$17.8M———
Susquehanna International Group, LLP
N/A—93,500-93,500-100%$17.3M———
Public Employees Retirement System of Ohio
N/A—92,005-92,005-100%$17.0M———
Stifel Financial Corp
N/A—90,208-90,208-100%$16.7M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—89,605-89,605-100%$16.5M———
Lighthouse Investment Partners, LLC
N/A—87,464-87,464-100%$16.2M———
State of Wisconsin Investment Board
N/A—82,918-82,918-100%$15.4M———
FMR LLC
N/A—82,733-82,733-100%$15.3M———
Waverly Advisors, LLC
N/A—80,669-80,669-100%$14.9M———
Vanguard Investments Australia, Ltd.
N/A—79,569-79,569-100%$14.7M———
American Century Companies Inc
N/A—78,597-78,597-100%$14.6M———
Manufacturers Life Insurance Company, the
N/A—77,843-77,843-100%$14.4M———
National Bank of Canada
N/A—77,548-77,548-100%$14.4M———
New York State Common Retirement Fund
N/A—75,973-75,973-100%$14.1M———
Chevy Chase Trust Holdings, LLC
N/A—75,048-75,048-100%$13.9M———
SCS Capital Management LLC
N/A—74,942-74,942-100%$13.9M———
Prudential Financial Inc
N/A—73,196-73,196-100%$13.6M———
Prana Capital Management, LP
N/A—68,404-68,404-100%$12.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—68,349-68,349-100%$12.7M———
Citadel Advisors LLC
N/A—66,716-66,716-100%$12.4M———
Treasurer of the State of North Carolina
N/A—64,836-64,836-100%$12.0M———
Pinebridge Investments LLC
N/A—63,757-63,757-100%$11.8M———
Cerity Partners LLC
N/A—62,371-62,371-100%$11.5M———
State of Tennessee, Department of Treasury
N/A—60,460-60,460-100%$11.2M———
Cresset Asset Management, LLC
N/A—60,352-60,352-100%$11.2M———
KLP Kapitalforvaltning AS
N/A—60,024-60,024-100%$11.2M———
Beacon Pointe Advisors, LLC
N/A—59,811-59,811-100%$11.1M———
Canada Pension Plan Investment Board
N/A—56,300-56,300-100%$10.4M———
Resona Asset Management Co.,Ltd.
N/A—55,683-55,683-100%$10.3M———
TD Asset Management Inc
N/A—54,270-54,270-100%$10.0M———
Schulhoff & Co Inc
N/A—52,321-52,321-100%$9.7M———
Toronto Dominion Bank
N/A—52,267-52,267-100%$9.7M———
Andra Ap-fonden
N/A—51,541-51,541-100%$9.5M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—48,859-48,859-100%$9.0M———
Storebrand Asset Management AS
N/A—48,670-48,670-100%$9.0M———
Ensign Peak Advisors, Inc
N/A—48,653-48,653-100%$9.0M———
Rafferty Asset Management, LLC
N/A—45,062-45,062-100%$8.3M———
Cetera Investment Advisers
N/A—44,681-44,681-100%$8.3M———
Osaic Holdings, Inc.
N/A—44,413-44,413-100%$8.2M———
Public Sector Pension Investment Board
N/A—44,201-44,201-100%$8.2M———
SG Americas Securities, LLC
N/A—42,416-42,416-100%$7.9M———
SEI Investments Co
N/A—39,489-39,489-100%$7.3M———
Hancock Whitney Corp
N/A—37,288-37,288-100%$6.9M———
Macquarie Group LTD
N/A—37,145-37,145-100%$6.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—36,609-36,609-100%$6.8M———
DnB Asset Management AS
N/A—36,481-36,481-100%$6.8M———
Regal Investment Advisors LLC
N/A—35,861-35,861-100%$6.6M———
Voya Investment Management LLC
N/A—35,419-35,419-100%$6.6M———
MAI Capital Management
N/A—35,378-35,378-100%$6.6M———
MetLife Investment Management, LLC
N/A—35,346-35,346-100%$6.5M———
Empowered Funds, LLC
N/A—34,850-34,850-100%$6.5M———
Handelsbanken Fonder AB
N/A—34,606-34,606-100%$6.4M———
Sanctuary Advisors, LLC
N/A—31,916-31,916-100%$5.9M———
CIBC Bancorp USA Inc.
N/A—31,615-31,615-100%$5.8M———
World Investment Advisors
N/A—30,395-30,395-100%$4.8M———
Edgestream Partners, L.P.
N/A—27,405-27,405-100%$5.1M———
Captrust Financial Advisors
N/A—26,910-26,910-100%$5.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—26,698-26,698-100%$4.9M———
Integrated Wealth Concepts LLC
N/A—26,668-26,668-100%$4.9M———
Kinloch Capital, LLC
N/A—25,597-25,597-100%$4.7M———
LOS Angeles Capital Management LLC
N/A—24,387-24,387-100%$4.5M———
Orion Porfolio Solutions, LLC
N/A—24,185-24,185-100%$4.5M———
Weiss Asset Management LP
N/A—24,092-24,092-100%$4.5M———
USS Investment Management Ltd
N/A—23,928-23,928-100%$4.4M———
British Columbia Investment Management Corp
N/A—23,344-23,344-100%$4.3M———
Utah Retirement Systems
N/A—23,111-23,111-100%$4.3M———
Glenmede Trust Co NA
N/A—22,923-22,923-100%$4.2M———
Focus Partners Wealth
N/A—22,844-22,844-100%$4.2M———
Pathstone Holdings, LLC
N/A—22,775-22,775-100%$4.2M———
O'shaughnessy Asset Management, LLC
N/A—22,684-22,684-100%$4.2M———
Police & Firemen's Retirement System of New Jersey
N/A—22,505-22,505-100%$4.2M———
Vanguard Personalized Indexing Management, LLC
N/A—22,142-22,142-100%$4.1M———
Lcnb Corp
N/A—21,930-21,930-100%$4.1M———
Horizon Investments, LLC
N/A—21,800-21,800-100%$4.0M———
Nissay Asset Management Corp N
N/A—21,790-21,790-100%$4.0M———
Donaldson Capital Management, LLC
N/A—21,752-21,752-100%$4.0M———
Man Group plc
N/A—21,606-21,606-100%$4.0M———
Investment Management Corp of Ontario
N/A—21,311-21,311-100%$3.9M———
ExodusPoint Capital Management, LP
N/A—21,014-21,014-100%$3.9M———
Federation des caisses Desjardins du Quebec
N/A—20,953-20,953-100%$3.9M———
Arax Advisory Partners
N/A—20,823-20,823-100%$3.9M———
Woodline Partners LP
N/A—19,318-19,318-100%$3.6M———
NewEdge Advisors, LLC
N/A—19,281-19,281-100%$3.6M———
Manning & Napier Advisors LLC
N/A—19,255-19,255-100%$3.6M———
Entropy Technologies, LP
N/A—18,689-18,689-100%$3.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—18,306-18,306-100%$3.4M———
QRG Capital Management, Inc.
N/A—17,930-17,930-100%$3.3M———
Anchor Investment Management, LLC
N/A—17,612-17,612-100%$3.3M———
Jupiter Topco LLC
N/A—16,960-16,960-100%$3.1M———
Nordea Investment Management AB
N/A—16,939-16,939-100%$3.2M———
Nomura Holdings Inc
N/A—16,817-16,817-100%$3.1M———
CIBC World Market Inc.
N/A—16,785-16,785-100%$3.1M———
Bank of Nova Scotia
N/A—16,324-16,324-100%$3.0M———
Wealthfront Advisers LLC
N/A—15,790-15,790-100%$2.9M———
NewEdge Wealth, LLC
N/A—14,835-14,835-100%$2.7M———
Vestmark Advisory Solutions, Inc.
N/A—14,408-14,408-100%$2.7M———
Neuberger Berman Group LLC
N/A—13,723-13,723-100%$2.5M———
Weaver C. Barksdale & Associates, Inc.
N/A—13,676-13,676-100%$2.5M———
Pacer Advisors, Inc.
N/A—12,890-12,890-100%$2.4M———
Allstate Corp
N/A—12,857-12,857-100%$2.4M———
Geneos Wealth Management Inc.
N/A—12,702-12,702-100%$2.4M———
Waterloo Capital, L.P.
N/A—12,702-12,702-100%$2.4M———
Dark Forest Capital Management LP
N/A—12,380-12,380-100%$2.3M———
Teachers Retirement System of the State of Kentucky
N/A—12,264-12,264-100%$2.3M———
Mizuho Securities USA LLC
N/A—12,110-12,110-100%$2.2M———
Commerce Bank
N/A—12,085-12,085-100%$2.2M———
Voloridge Investment Management, LLC
N/A—11,473-11,473-100%$2.1M———
Panagora Asset Management Inc
N/A—11,440-11,440-100%$2.1M———
AE Wealth Management LLC
N/A—11,357-11,357-100%$2.1M———
Saudi Central Bank
N/A—10,898-10,898-100%$2.0M———
Virtus Investment Advisers, LLC
N/A—10,880-10,880-100%$2.0M———
Triton Financial Group Inc
N/A—10,819-10,819-100%$2.0M———
Vident Advisory, LLC
N/A—10,766-10,766-100%$2.0M———
Flputnam Investment Management Co
N/A—10,712-10,712-100%$2.0M———
Stock Yards Bank & Trust Co
N/A—10,703-10,703-100%$2.0M———
MML Investors Services, LLC
N/A—10,569-10,569-100%$2.0M———
Havemeyer Place LP
N/A—10,467-10,467-100%$1.9M———
Brown Advisory Inc
N/A—10,228-10,228-100%$1.9M———
Wellington Management Group LLP
N/A—10,146-10,146-100%$1.9M———
Prosperity Consulting Group, LLC
N/A—10,123-10,123-100%$1.9M———
&partners
N/A—9,889-9,889-100%$1.8M———
Curi Capital, LLC
N/A—9,859-9,859-100%$1.8M———
Jane Street Group, LLC
N/A—9,777-9,777-100%$1.8M———
Kentucky Retirement Systems
N/A—9,724-9,724-100%$1.8M———
Sciencast Management LP
N/A—9,649-9,649-100%$1.8M———
Tidal Investments LLC
N/A—9,579-9,579-100%$1.8M———
Independent Advisor Alliance
N/A—9,183-9,183-100%$1.7M———
Omers Administration Corp
N/A—9,178-9,178-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—9,173-9,173-100%$1.7M———
Western Wealth Management, LLC
N/A—9,079-9,079-100%$1.7M———
Guggenheim Capital LLC
N/A—8,831-8,831-100%$1.6M———
Voleon Capital Management LP
N/A—8,717-8,717-100%$1.6M———
Impact Partnership Wealth, LLC
N/A—8,662-8,662-100%$1.6M———
Norinchukin Bank, The
N/A—8,648-8,648-100%$1.6M———
Pallas Capital Advisors LLC
N/A—8,443-8,443-100%$1.6M———
Summit Trail Advisors, LLC
N/A—8,437-8,437-100%$1.6M———
SlateStone Wealth, LLC
N/A—8,275-8,275-100%$1.5M———
Schroder Investment Management Group
N/A—8,266-8,266-100%$1.5M———
Employees Retirement System of Texas
N/A—8,180-8,180-100%$1.5M———
Campbell & Co Investment Adviser LLC
N/A—8,151-8,151-100%$1.5M———
Board of the Pension Protection Fund
N/A—8,100-8,100-100%$1.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—8,027-8,027-100%$1.5M———
Denali Advisors LLC
N/A—8,024-8,024-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—7,872-7,872-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—7,796-7,796-100%$1.4M———
Brown Brothers Harriman & Co
N/A—7,600-7,600-100%$1.4M———
Squarepoint Ops LLC
N/A—7,336-7,336-100%$1.4M———
Private Advisor Group, LLC
N/A—6,976-6,976-100%$1.3M———
Intech Investment Management LLC
N/A—6,945-6,945-100%$1.3M———
Peninsula Asset Management Inc
N/A—6,875-6,875-100%$1.3M———
Leavell Investment Management, Inc.
N/A—6,816-6,816-100%$1.3M———
Osmosis Investment Management UK Ltd
N/A—6,602-6,602-100%$1.2M———
Octavia Wealth Advisors, LLC
N/A—6,545-6,545-100%$1.2M———
M&T Bank Corp
N/A—6,498-6,498-100%$1.2M———
NorthCoast Asset Management LLC
N/A—6,470-6,470-100%$1.2M———
Siemens Fonds Invest GmbH
N/A—6,422-6,422-100%$1.2M———
Trivium Point Advisory, LLC
N/A—6,414-6,414-100%$1.2M———
Haverford Trust Co
N/A—6,352-6,352-100%$1.2M———
Mufg Securities Emea plc
N/A—6,055-6,055-100%$1.1M———
Truepoint, Inc.
N/A—6,042-6,042-100%$1.1M———
Bayview Asset Management, LLC
N/A—6,000-6,000-100%$1.1M———
Picton Mahoney Asset Management
N/A—5,881-5,881-100%$1.1M———
Marshall Financial Group, LLC
N/A—5,712-5,712-100%$1.1M———
Ossiam
N/A—5,676-5,676-100%$1.1M———
Callan Family Office, LLC
N/A—5,642-5,642-100%$1.0M———
Susquehanna Portfolio Strategies, LLC
N/A—5,592-5,592-100%$1.0M———
Empirical Finance, LLC
N/A—5,546-5,546-100%$1.0M———
Brand Asset Management Group, Inc.
N/A—5,332-5,332-100%$987.2K———
LeClair Wealth Partners LLC
N/A—5,323-5,323-100%$985.5K———
Vestcor Inc
N/A—5,179-5,179-100%$959.0K———
SBI Okasan Asset Management Co.Ltd.
N/A—5,100-5,100-100%$949.4K———
Steward Partners Investment Advisory, LLC
N/A—5,016-5,016-100%$928.6K———
Northwestern Mutual Investment Management Company, LLC
N/A—4,960-4,960-100%$918.3K———
Belpointe Asset Management LLC
N/A—4,958-4,958-100%$918.0K———
Eventide Asset Management, LLC
N/A—4,957-4,957-100%$922.8K———
Cercano Management LLC
N/A—4,896-4,896-100%$906.4K———
Truvestments Capital LLC
N/A—4,875-4,875-100%$902.6K———
SageView Advisory Group, LLC
N/A—4,805-4,805-100%$889.6K———
Stephens Inc
N/A—4,778-4,778-100%$884.6K———
Mufg Securities Americas Inc.
N/A—4,659-4,659-100%$862.6K———
Harbour Investments, Inc.
N/A—4,616-4,616-100%$854.6K———
Blackhawk Capital Partners, LLC
N/A—4,536-4,536-100%$839.8K———
PFG Investments, LLC
N/A—4,505-4,505-100%$834.1K———
Johnson Financial Group, Inc.
N/A—4,500-4,500-100%$837.4K———
Rehmann Capital Advisory Group
N/A—4,348-4,348-100%$805.0K———
Bessemer Group Inc
N/A—4,316-4,316-100%$797.0K———
Mediolanum International Funds Ltd
N/A—4,308-4,308-100%$802.0K———
Azimuth Capital Investment Management LLC
N/A—4,223-4,223-100%$781.8K———
OneDigital Investment Advisors LLC
N/A—4,202-4,202-100%$778.0K———
United Capital Financial Advisors, LLC
N/A—4,187-4,187-100%$775.1K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—4,161-4,161-100%$770.4K———
Summit Financial, LLC
N/A—4,074-4,074-100%$758.1K———
Kentucky Retirement Systems Insurance Trust Fund
N/A—4,035-4,035-100%$747.0K———
Ridge Creek Global, Inc
N/A—4,000-4,000-100%$740.6K———
Centaurus Financial, Inc.
N/A—3,977-3,977-100%$736.0K———
Edmond de Rothschild Holding S.A.
N/A—3,973-3,973-100%$735.6K———
Snowden Capital Advisors LLC
N/A—3,936-3,936-100%$732.4K———
Ostrum Asset Management
N/A—3,872-3,872-100%$716.9K———
BlackDiamond Wealth Management, LLC
N/A—3,802-3,802-100%$661.0K———
Metis Global Partners, LLC
N/A—3,770-3,770-100%$698.0K———
Advyzon Investment Management, LLC
N/A—3,768-3,768-100%$697.7K———
Pettyjohn, Wood & White, Inc
N/A—3,750-3,750-100%$694.3K———
AssuredPartners Investment Advisors, LLC
N/A—3,711-3,711-100%$687.0K———
Canada Post Corp Registered Pension Plan
N/A—3,648-3,648-100%$675.4K———
Ballentine Partners, LLC
N/A—3,598-3,598-100%$666.1K———
Arkadios Wealth Advisors
N/A—3,555-3,555-100%$658.2K———
Balyasny Asset Management L.P.
N/A—3,509-3,509-100%$649.7K———
Syon Capital LLC
N/A—3,404-3,404-100%$630.3K———
Crawford Investment Counsel Inc
N/A—3,340-3,340-100%$618.4K———
PAX Financial Group, LLC
N/A—3,315-3,315-100%$613.7K———
Mutual Advisors, LLC
N/A—3,308-3,308-100%$612.5K———
Opal Capital LLC
N/A—3,249-3,249-100%$601.5K———
Bollard Group LLC
N/A—3,249-3,249-100%$602.0K———
Foster & Motley Inc
N/A—3,209-3,209-100%$594.0K———
Global Retirement Partners, LLC
N/A—3,187-3,187-100%$590.0K———
Sandro Wealth Management LLC
N/A—3,168-3,168-100%$586.5K———
Coldstream Capital Management Inc
N/A—3,149-3,149-100%$583.0K———
Martingale Asset Management L P
N/A—3,108-3,108-100%$575.4K———
Bridgewater Advisors Inc.
N/A—3,065-3,065-100%$544.5K———
Argent Trust Co
N/A—2,962-2,962-100%$548.4K———
Frec Markets, Inc.
N/A—2,920-2,920-100%$540.6K———
Optimize Financial Inc.
N/A—2,870-2,870-100%$531.4K———
Sound Capital Solutions LLC
N/A—2,870-2,870-100%$531.4K———
SouthState Bank Corp
N/A—2,862-2,862-100%$529.9K———
Westwood Holdings Group Inc
N/A—2,857-2,857-100%$528.9K———
HFG Advisors, Inc.
N/A—2,847-2,847-100%$527.1K———
Foundations Investment Advisors, LLC
N/A—2,832-2,832-100%$524.4K———
Advisory Services Network, LLC
N/A—2,829-2,829-100%$523.7K———
Ancora Advisors LLCA
N/A—2,826-2,826-100%$523.2K———
Blair William & Co
N/A—2,733-2,733-100%$506.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,733-2,733-100%$508.6K———
Kingsview Wealth Management, LLC
N/A—2,681-2,681-100%$496.4K———
Swisher Financial Concepts, Inc.
N/A—2,602-2,602-100%$481.7K———
TCW Group Inc
N/A—2,570-2,570-100%$475.8K———
Kapstone Financial Advisors LLC
N/A—2,539-2,539-100%$470.0K———
Ranch Capital Advisors Inc.
N/A—2,505-2,505-100%$466.1K———
EP Wealth Advisors, LLC
N/A—2,393-2,393-100%$443.0K———
Aptus Capital Advisors, LLC
N/A—2,377-2,377-100%$440.1K———
FIL Ltd
N/A—2,354-2,354-100%$435.8K———
Prudential PLC
N/A—2,339-2,339-100%$433.0K———
Bull Harbor Capital LLC
N/A—2,325-2,325-100%$430.5K———
Advisory Alpha, LLC
N/A—2,271-2,271-100%$420.5K———
Meeder Advisory Services, Inc.
N/A—2,268-2,268-100%$419.9K———
Brendel Financial Advisors LLC
N/A—2,257-2,257-100%$417.9K———
McLaughlin Asset Management, Inc.
N/A—2,222-2,222-100%$411.4K———
Essex Financial Services, Inc.
N/A—2,195-2,195-100%$406.4K———
Paces Ferry Wealth Advisors, LLC
N/A—2,168-2,168-100%$401.4K———
Checchi Capital Advisers, LLC
N/A—2,160-2,160-100%$399.8K———
Generations Wealth, LLC
N/A—2,157-2,157-100%$399.3K———
Clark Capital Management Group, Inc.
N/A—2,153-2,153-100%$398.6K———
Expressive Wealth LLC
N/A—2,114-2,114-100%$391.4K———
Principal Securities, Inc.
N/A—2,107-2,107-100%$390.1K———
Virtu Financial LLC
N/A—2,088-2,088-100%$387.0K———
Equitable Holdings, Inc.
N/A—2,041-2,041-100%$377.9K———
GWN Securities Inc.
N/A—2,022-2,022-100%$374.4K———
Groupama Asset Managment
N/A—2,016-2,016-100%$375.3K———
Walleye Trading LLC
N/A—1,994-1,994-100%$369.2K———
Mayflower Financial Advisors, LLC
N/A—1,983-1,983-100%$367.1K———
Two Sigma Securities, LLC
N/A—1,963-1,963-100%$363.4K———
Retirement Income Solutions, Inc
N/A—1,950-1,950-100%$306.8K———
Gladstone Institutional Advisory LLC
N/A—1,923-1,923-100%$356.0K———
Erste Asset Management GmbH
N/A—1,900-1,900-100%$353.7K———
Dividend Assets Capital, LLC
N/A—1,891-1,891-100%$350.0K———
Smartleaf Asset Management LLC
N/A—1,839-1,839-100%$342.4K———
Legacy Financial Advisors, Inc.
N/A—1,830-1,830-100%$338.8K———
Ground Swell Capital, LLC
N/A—1,818-1,818-100%$336.6K———
Cvfg LLC
N/A—1,799-1,799-100%$333.0K———
Bradley Foster & Sargent Inc
N/A—1,733-1,733-100%$320.8K———
Advisors Capital Management, LLC
N/A—1,693-1,693-100%$313.5K———
Lifeworks Advisors, LLC
N/A—1,647-1,647-100%$304.9K———
CM Wealth Advisors LLC
N/A—1,646-1,646-100%$306.3K———
Verition Fund Management LLC
N/A—1,640-1,640-100%$303.6K———
Exit Wealth Advisors, Llc.
N/A—1,568-1,568-100%$290.3K———
Tower Research Capital LLC (TRC)
N/A—1,567-1,567-100%$290.1K———
Stratos Investment Management, LLC
N/A—1,535-1,535-100%$284.3K———
Ameritas Investment Partners, Inc.
N/A—1,520-1,520-100%$281.5K———
Wall Street Financial Group, Inc.
N/A—1,508-1,508-100%$279.2K———
Rowlandmiller & Partners.adv
N/A—1,507-1,507-100%$279.1K———
Shepherd Wealth Management Ltd Liability Co
N/A—1,500-1,500-100%$259.5K———
Dempze Nancy E
N/A—1,500-1,500-100%$277.7K———
Bantamac Capital, LLC
N/A—1,500-1,500-100%$277.7K———
Modern Wealth Management, LLC
N/A—1,472-1,472-100%$272.6K———
IEQ Capital, LLC
N/A—1,465-1,465-100%$271.3K———
Kera Capital Partners, Inc.
N/A—1,448-1,448-100%$268.1K———
Hantz Financial Services, Inc.
N/A—1,441-1,441-100%$267.0K———
Stratos Wealth Advisors, LLC
N/A—1,423-1,423-100%$263.5K———
Gateway Wealth Partners, LLC
N/A—1,420-1,420-100%$262.9K———
AlphaGrep UK Ltd
N/A—1,403-1,403-100%$259.8K———
United Bank
N/A—1,403-1,403-100%$259.8K———
Gross & Hartman Investments LLC
N/A—1,402-1,402-100%$259.6K———
one8zero8, LLC
N/A—1,400-1,400-100%$259.2K———
Worldquant Millennium Advisors LLC
N/A—1,384-1,384-100%$256.2K———
Evolve Private Wealth, LLC
N/A—1,376-1,376-100%$255.9K———
RiverFront Investment Group, LLC
N/A—1,371-1,371-100%$253.8K———
Wealthquest Corp
N/A—1,360-1,360-100%$251.8K———
Sun Financial Inc
N/A—1,335-1,335-100%$232.1K———
Great Valley Advisor Group, Inc.
N/A—1,332-1,332-100%$246.1K———
Whittier Trust Co
N/A—1,307-1,307-100%$247.8K———
Insigneo Advisory Services, LLC
N/A—1,281-1,281-100%$237.2K———
Pointe Capital Management LLC
N/A—1,260-1,260-100%$233.3K———
Paragon Financial Partners, Inc.
N/A—1,256-1,256-100%$223.2K———
F/m Investments LLC
N/A—1,250-1,250-100%$231.4K———
Schnieders Capital Management, Llc.
N/A—1,239-1,239-100%$229.4K———
Iron Gate Global Advisors LLC
N/A—1,238-1,238-100%$229.2K———
Thoroughbred Financial Services, LLC
N/A—1,218-1,218-100%$225.0K———
Beta Wealth Group, Inc.
N/A—1,211-1,211-100%$224.2K———
Continuum Advisory, LLC
N/A—1,209-1,209-100%$223.8K———
Aristotle Capital Management, LLC
N/A—1,207-1,207-100%$223.5K———
HHM Wealth Advisors, LLC
N/A—1,204-1,204-100%$222.9K———
Financial Advisors Network, Inc.
N/A—1,195-1,195-100%$221.3K———
Founders Financial Alliance, LLC
N/A—1,133-1,133-100%$209.8K———
Prostatis Group LLC
N/A—1,121-1,121-100%$207.5K———
Group One Trading LLC
N/A—1,100-1,100-100%$203.7K———
Savvy Advisors, Inc.
N/A—1,099-1,099-100%$203.5K———
Portland Global Advisors LLC
N/A—1,090-1,090-100%$201.8K———
Aster Capital Management (Difc) Ltd
N/A—944-944-100%$174.8K———
Penserra Capital Management LLC
N/A—899-899-100%$164.0K———
Atlas Capital Advisors Inc.
N/A—894-894-100%$165.5K———
Quantum Portfolio Management LLC
N/A—711-711-100%$131.6K———
Fiduciary Financial Advisors
N/A—655-655-100%$120.7K———
Colonial Trust Co / SC
N/A—639-639-100%$118.3K———
Frazier Financial Advisors, LLC
N/A—610-610-100%$113.0K———
Field & Main Bank
N/A—550-550-100%$101.8K———
Transamerica Financial Advisors, LLC
N/A—548-548-100%$101.6K———
Hills Bank & Trust Co
N/A—542-542-100%$100.3K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—512-512-100%$94.8K———
New Age Alpha Advisors, LLC
N/A—481-481-100%$89.1K———
Whittier Trust Co of Nevada Inc
N/A—476-476-100%$90.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—476-476-100%$88.1K———
Atlantic Union Bankshares Corp
N/A—445-445-100%$82.4K———
Quent Capital, LLC
N/A—437-437-100%$80.8K———
Cyber Hornet ETFs LLC
N/A—422-422-100%$78.1K———
Kerr Financial Planning Corp
N/A—366-366-100%$67.7K———
Rothschild Investment LLC
N/A—356-356-100%$65.9K———
Synergy Investment Management, LLC
N/A—343-343-100%$62.4K———
USA Financial Formulas
N/A—333-333-100%$61.7K———
Medallion Wealth Advisors, LLC
N/A—327-327-100%$60.5K———
Index Technologies Group LLC
N/A—324-324-100%$60.0K———
CVA Family Office, LLC
N/A—317-317-100%$58.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—310-310-100%$57.4K———
SHP Wealth Management
N/A—299-299-100%$55.4K———
Westpac Banking Corp
N/A—297-297-100%$55.0K———
Heritage Wealth Advisors
N/A—281-281-100%$52.0K———
ST Germain D J Co Inc
N/A—277-277-100%$51.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—193-193-100%$35.7K———
Crewe Advisors LLC
N/A—184-184-100%$34.1K———
Vanguard National Trust Co
N/A—151-151-100%$28.0K———
Keating Financial Advisory Services, Inc.
N/A—146-146-100%$27.0K———
Coppell Advisory Solutions LLC
N/A—130-130-100%$555.4K———
Caitlin John, LLC
N/A—128-128-100%$23.7K———
Private Wealth Asset Management, LLC
N/A—119-119-100%$22.0K———
Smithfield Trust Co
N/A—110-110-100%$20———
Basecamp Wealth Advisors LLC
N/A—108-108-100%$20.0K———
Accent Capital Management, LLC
N/A—108-108-100%$20.1K———
Walleye Capital LLC
N/A—98-98-100%$18.1K———
Westfuller Advisors, LLC
N/A—90-90-100%$16.8K———
Prestige Wealth Management Group LLC
N/A—83-83-100%$15.4K———
Bruce G. Allen Investments, LLC
N/A—82-82-100%$15.2K———
GW&K Investment Management, LLC
N/A—79-79-100%$15———
HM Payson & Co
N/A—75-75-100%$13.9K———
LRI Investments, LLC
N/A—68-68-100%$12.6K———
Kemnay Advisory Services Inc.
N/A—65-65-100%$12.0K———
IFG Advisory, LLC
N/A—63-63-100%$11.8K———
Delta Asset Management LLC
N/A—57-57-100%$10.6K———
Ogorek Anthony Joseph
N/A—54-54-100%$9———
CNB Bank
N/A—50-50-100%$9.3K———
JPL Wealth Management, LLC
N/A—49-49-100%$9.1K———
Bogart Wealth, LLC
N/A—40-40-100%$7.4K———
Kilter Group LLC
N/A—35-35-100%$6.5K———
Cornerstone Financial Management LLC
N/A—30-30-100%$5.6K———
Webster Bank, N. A.
N/A—27-27-100%$5.0K———
Rialto Wealth Management, LLC
N/A—26-26-100%$4.8K———
Raffa Wealth Management, LLC
N/A—25-25-100%$4.6K———
Federated Hermes, Inc.
N/A—23-23-100%$4.3K———
BOK Financial Private Wealth, Inc.
N/A—22-22-100%$4.1K———
HFM Investment Advisors, LLC
N/A—17-17-100%$3.1K———
Dunhill Financial, LLC
N/A—14-14-100%$2.7K———
Steigerwald, Gordon & Koch Inc.
N/A—13-13-100%$2.4K———
Swan Capital LLC
N/A—9-9-100%$1.6K———
1015 Capital Partners, LLC
N/A—8-8-100%$1.5K———
BFC Planning, Inc.
N/A—6-6-100%$1.2K———
N.E.W. Advisory Services LLC
N/A—4-4-100%$741———
Seneschal Advisors, LLC
N/A—4-4-100%$741———
Motco
N/A—4-4-100%$741———
Aventura Private Wealth, LLC
N/A—3-3-100%$555———
Dogwood Wealth Management LLC
N/A—2-2-100%$370———
Showing 1014 of 1014 institutions