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Xtrackers USD High Yield COR (HYLB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Valmark Advisers, Inc.
INCREASED
Shares3,801,066 from 3,686,355
Change+114,711 (+3%)
Value$133.9M (-$752.2K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares2,839,530 from 2,840,135
Change-605 (0%)
Value$100.0M (-$3.7M)
Filed 2026-11-06
Performa Ltd (US), LLC
INCREASED
Shares2,023,154 from 1,608,678
Change+414,476 (+26%)
Value$71.3M (+$12.5M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,497,232 from 2,016,020
Change-518,788 (-26%)
Value$52.7M (-$20.9M)
Filed 2026-11-05
Ocean Park Asset Management, LLC
UNCHANGED
Shares1,155,500 from 1,155,500
Change0 (0%)
Value$40.7M (-$1.5M)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares593,474 from 525,384
Change+68,090 (+13%)
Value$20.9M (+$1.7M)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares592,443 from 519,806
Change+72,637 (+14%)
Value$20.9M (+$1.9M)
Filed 2026-11-05
Retirement Investment Advisors, Inc.
INCREASED
Shares572,664 from 550,451
Change+22,213 (+4%)
Value$20.2M (+$209.9K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares423,133 from 400,790
Change+22,343 (+6%)
Value$14.9M (+$265.9K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares417,127 from 427,106
Change-9,979 (-2%)
Value$14.7M (-$906.7K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares259,529 from 227,456
Change+32,073 (+14%)
Value$9.1M (+$834.0K)
Filed 2026-11-02
Curran Financial Partners, LLC
INCREASED
Shares258,478 from 239,750
Change+18,728 (+8%)
Value$9.1M (+$347.9K)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares246,658 from 239,115
Change+7,543 (+3%)
Value$8.7M (-$27.9K)
Filed 2026-10-30
Amundi
INCREASED
Shares219,155 from 212,229
Change+6,926 (+3%)
Value$7.7M (-$32.0K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
INCREASED
Shares218,125 from 118,148
Change+99,977 (+85%)
Value$7.7M (+$3.4M)
Filed 2026-10-15
Marion Wealth Management
INCREASED
Shares203,865 from 196,640
Change+7,225 (+4%)
Value$7.2M (-$1.1K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED
Shares190,278 from 204,719
Change-14,441 (-7%)
Value$6.7M (-$774.7K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares156,639 from 151,528
Change+5,111 (+3%)
Value$5.5M (-$17.0K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares136,198 from 131,509
Change+4,689 (+4%)
Value$4.8M (-$6.0K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares124,716 from 96,773
Change+27,943 (+29%)
Value$4.4M (+$858.3K)
Filed 2026-11-04
Martel Wealth Advisors LLC
INCREASED
Shares73,406 from 72,929
Change+477 (+1%)
Value$2.6M (-$78.0K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares70,153 from 64,885
Change+5,268 (+8%)
Value$2.5M (+$101.2K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares66,950 from 60,194
Change+6,756 (+11%)
Value$2.4M (+$159.7K)
Filed 2026-10-30
Sage Advisory Services, Ltd.Co.
DECREASED
Shares64,045 from 124,835
Change-60,790 (-49%)
Value$2.3M (-$2.3M)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares58,272 from 57,146
Change+1,126 (+2%)
Value$2.1M (-$34.6K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares54,462 from 41,892
Change+12,570 (+30%)
Value$1.9M (+$388.3K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED
Shares50,527 from 51,976
Change-1,449 (-3%)
Value$1.8M (-$118.6K)
Filed 2026-10-16
WealthPLAN Partners, LLC
INCREASED
Shares50,149 from 24,407
Change+25,742 (+105%)
Value$1.8M (+$874.9K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares44,471 from 8,453
Change+36,018 (+426%)
Value$1.6M (+$1.3M)
Filed 2026-11-04
Fifth Third Securities, Inc.
DECREASED
Shares43,682 from 43,926
Change-244 (-1%)
Value$1.5M (-$65.7K)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares43,602 from 44,493
Change-891 (-2%)
Value$1.5M (-$89.3K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares41,580 from 67,733
Change-26,153 (-39%)
Value$1.5M (-$1.0M)
Filed 2026-10-15
C2c Wealth Management, LLC
DECREASED
Shares37,348 from 37,498
Change-150 (0%)
Value$1.3M (-$54.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares37,248 from 41,552
Change-4,304 (-10%)
Value$1.3M (-$205.6K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares35,017 from 28,179
Change+6,838 (+24%)
Value$1.2M (+$204.2K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares32,560 from 27,706
Change+4,854 (+18%)
Value$1.1M (+$134.9K)
Filed 2026-10-21
Diversify Wealth Management, LLC
DECREASED
Shares29,503 from 84,841
Change-55,338 (-65%)
Value$1.0M (-$2.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares29,503 from 84,841
Change-55,338 (-65%)
Value$1.0M (-$2.0M)
Filed 2026-10-20
SigFig Wealth Management, LLC
INCREASED
Shares28,737 from 25,285
Change+3,452 (+14%)
Value$1.0M (+$88.7K)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares25,926 from 23,548
Change+2,378 (+10%)
Value$913.1K (+$53.1K)
Filed 2026-10-26
Whitcomb & Hess, Inc.
INCREASED
Shares20,746 from 20,167
Change+579 (+3%)
Value$730.7K (-$5.8K)
Filed 2026-10-07
Level Four Advisory Services, LLC
INCREASED
Shares19,881 from 18,163
Change+1,718 (+9%)
Value$700.2K (+$36.9K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares19,006 from 19,308
Change-302 (-2%)
Value$669.4K (-$35.7K)
Filed 2026-10-22
Value Investment Professionals, LLC
DECREASED
Shares14,529 from 14,537
Change-8 (0%)
Value$511.7K (-$19.2K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares13,934 from 13,891
Change+43 (+0%)
Value$490.8K (-$16.5K)
Filed 2026-10-15
Columbus Macro, LLC
INCREASED
Shares13,228 from 10,909
Change+2,319 (+21%)
Value$465.9K (+$67.5K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares12,510 from 10,916
Change+1,594 (+15%)
Value$441.0K (+$42.0K)
Filed 2026-10-26
Wedbush Securities Inc
NEW
Shares12,245
Change+12,245
Value$431.0K
Filed 2026-10-22
Koshinski Asset Management, Inc.
DECREASED
Shares12,129 from 12,717
Change-588 (-5%)
Value$427.2K (-$37.2K)
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares11,790 from 9,776
Change+2,014 (+21%)
Value$415.2K (+$58.2K)
Filed 2026-11-06
PFG Advisors
UNCHANGED
Shares11,384 from 11,384
Change0 (0%)
Value$400.9K (-$14.8K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares11,270 from 12,216
Change-946 (-8%)
Value$396.9K (-$49.2K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares10,796 from 11,117
Change-321 (-3%)
Value$380.2K (-$25.8K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
INCREASED
Shares10,219 from 9,505
Change+714 (+8%)
Value$359.9K (+$12.8K)
Filed 2026-10-20
rebel Financial LLC
DECREASED
Shares9,587 from 118,954
Change-109,367 (-92%)
Value$337.6K (-$4.0M)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares8,741 from 634,304
Change-625,563 (-99%)
Value$307.9K (-$22.9M)
Filed 2026-11-06
Virtue Asset Management LLC
DECREASED
Shares8,620 from 8,765
Change-145 (-2%)
Value$303.6K (-$16.5K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares8,170 from 24,227
Change-16,057 (-66%)
Value$287.7K (-$597.0K)
Filed 2026-10-14
TSG Advice Partners, LLC
NEW
Shares7,161
Change+7,161
Value$261.5K
Filed 2026-10-29
Creative Planning
INCREASED
Shares6,685 from 6,095
Change+590 (+10%)
Value$235.5K (+$12.9K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares6,307 from 7,107
Change-800 (-11%)
Value$222.1K (-$37.4K)
Filed 2026-11-05
TME Financial, Inc.
INCREASED
Shares6,296 from 6,258
Change+38 (+1%)
Value$221.7K (-$6.8K)
Filed 2026-10-14
Hengehold Capital Management LLC
INCREASED
Shares5,958 from 5,948
Change+10 (+0%)
Value$209.8K (-$7.4K)
Filed 2026-10-16
Concord Wealth Partners
INCREASED
Shares4,628 from 4,554
Change+74 (+2%)
Value$163.0K (-$3.3K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares3,799
Change+3,799
Value$133.8K
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares2,998
Change+2,998
Value$105.6K
Filed 2026-10-05
US Bancorp \de\
INCREASED
Shares2,796 from 412
Change+2,384 (+579%)
Value$98.5K (+$83.4K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$95.7K (-$3.5K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$89.2K ($0)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares1,224
Change+1,224
Value$43.1K
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares1,206 from 11
Change+1,195 (+10864%)
Value$42.5K (+$42.1K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$40.2K (-$1.5K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares967 from 1,586
Change-619 (-39%)
Value$34.1K (-$23.9K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares841 from 84
Change+757 (+901%)
Value$29.6K (+$26.5K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares761 from 714
Change+47 (+7%)
Value$26.8K (+$727)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares678
Change+678
Value$23.9K
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares636 from 692
Change-56 (-8%)
Value$22.4K (-$2.9K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares534
Change+534
Value$18.8K
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$8.5K (-$315)
Filed 2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$7.3K (-$268)
Filed 2026-11-04
Parallel Advisors, LLC
NEW
Shares195
Change+195
Value$6.9K
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$6.7K (-$245)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares168 from 885,297
Change-885,129 (-100%)
Value$5.9K (-$32.3M)
Filed 2026-10-21
Hurley Capital, LLC
INCREASED
Shares132 from 130
Change+2 (+2%)
Value$4.7K (-$94)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares130 from 127
Change+3 (+2%)
Value$4.6K (-$93)
Filed 2026-11-02
Fortis Group Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$3.7K (-$138)
Filed 2026-11-06
Asset Dedication, LLC
NEW
Shares91
Change+91
Value$3.2K
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$3.2K (-$118)
Filed 2026-10-21
Sunrise Financial Services, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$3.2K (-$117)
Filed 2026-10-21
Bayban
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$2.8K ($0)
Filed 2026-11-05
Networth Advisors, LLC
NEW
Shares73
Change+73
Value$2.6K
Filed 2026-11-03
Compass Financial Management LLC
NEW
Shares70
Change+70
Value$2.5K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.4K (-$88)
Filed 2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.6K (-$59)
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.2K (-$45)
Filed 2026-10-07
Addison Advisors LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.2K (-$43)
Filed 2026-11-06
Grey Ledge Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$707 (-$16)
Filed 2026-11-02
AlphaCore Capital LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$352 (-$13)
Filed 2026-11-04
Financial Management Professionals, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$282 (-$10)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$176 (-$7)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
NEW
Shares3
Change+3
Value$106
Filed 2026-11-05
Neos Investment Management LLC
CLOSED
Shares0 from 1,982,476
Change-1,982,476 (-100%)
Value$0 (-$72.0M)
Filed 2026-11-04
New York Life Investment Management LLC
CLOSED
Shares0 from 143,143
Change-143,143 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 54,737
Change-54,737 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 52,758
Change-52,758 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-05
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 40,979
Change-40,979 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
Optima Capital LLC
CLOSED
Shares0 from 29,263
Change-29,263 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
Balefire, LLC
CLOSED
Shares0 from 20,268
Change-20,268 (-100%)
Value$0 (-$740.2K)
Filed 2026-10-09
WBI Investments, LLC
CLOSED
Shares0 from 17,943
Change-17,943 (-100%)
Value$0 (-$655.3K)
Filed 2026-11-05
Global View Capital Management LLC
CLOSED
Shares0 from 12,542
Change-12,542 (-100%)
Value$0 (-$458.0K)
Filed 2026-10-28
Davenport & Co LLC
CLOSED
Shares0 from 12,384
Change-12,384 (-100%)
Value$0 (-$452.3K)
Filed 2026-10-14
FDx Advisors, Inc.
CLOSED
Shares0 from 9,452
Change-9,452 (-100%)
Value$0 (-$345.0K)
Filed 2026-11-05
Strategic Blueprint, LLC
CLOSED
Shares0 from 8,621
Change-8,621 (-100%)
Value$0 (-$314.8K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 6,664
Change-6,664 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-20
RFG Advisory, LLC
CLOSED
Shares0 from 6,509
Change-6,509 (-100%)
Value$0 (-$237.7K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 1,457
Change-1,457 (-100%)
Value$0 (-$53.2K)
Filed 2026-11-03
Key FInancial Inc
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$20.9K)
Filed 2026-11-02
Abound Wealth Management
CLOSED
Shares0 from 469
Change-469 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 156
Change-156 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-13
Kings Path Partners LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-21
Strategic Advocates LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-14
True Wealth Design, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$548)
Filed 2026-10-13
Hanson & Doremus Investment Management
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-10-16
Nfsg Corp
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$183)
Filed 2026-10-15
Russell Investments Group, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$37)
Filed 2026-11-06
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$8)
Filed 2026-10-29
Employees Retirement System of Texas
N/A
Shares— from 11,372,000
Change-11,372,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,825,115
Change-10,825,115 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,794,274
Change-5,794,274 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,447,854
Change-5,447,854 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,005,712
Change-5,005,712 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,909,246
Change-4,909,246 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,918,454
Change-2,918,454 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,679,050
Change-1,679,050 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,527,824
Change-1,527,824 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,422,102
Change-1,422,102 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 1,272,962
Change-1,272,962 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,258,046
Change-1,258,046 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,093,400
Change-1,093,400 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,061,732
Change-1,061,732 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 784,423
Change-784,423 (-100%)
Value—
UBS Group AG
N/A
Shares— from 695,254
Change-695,254 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 668,625
Change-668,625 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 665,640
Change-665,640 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 570,680
Change-570,680 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 399,607
Change-399,607 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 369,012
Change-369,012 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 351,914
Change-351,914 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 347,301
Change-347,301 (-100%)
Value—
Betterment LLC
N/A
Shares— from 314,591
Change-314,591 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 304,319
Change-304,319 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 291,007
Change-291,007 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 289,274
Change-289,274 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 284,486
Change-284,486 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 257,957
Change-257,957 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 257,512
Change-257,512 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 213,826
Change-213,826 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 182,352
Change-182,352 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 124,700
Change-124,700 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 117,413
Change-117,413 (-100%)
Value—
Little Harbor Advisors, LLC
N/A
Shares— from 114,728
Change-114,728 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 104,557
Change-104,557 (-100%)
Value—
&partners
N/A
Shares— from 101,969
Change-101,969 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 78,422
Change-78,422 (-100%)
Value—
Commerce Bank
N/A
Shares— from 71,118
Change-71,118 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 68,604
Change-68,604 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 38,074
Change-38,074 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 35,845
Change-35,845 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,748
Change-35,748 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 34,947
Change-34,947 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,808
Change-28,808 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 26,801
Change-26,801 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 24,284
Change-24,284 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,945
Change-22,945 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 21,288
Change-21,288 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 21,288
Change-21,288 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 21,161
Change-21,161 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,308
Change-20,308 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 19,390
Change-19,390 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 18,698
Change-18,698 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 17,835
Change-17,835 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 17,058
Change-17,058 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 16,754
Change-16,754 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,484
Change-14,484 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 13,409
Change-13,409 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,746
Change-12,746 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,595
Change-12,595 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,875
Change-10,875 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,812
Change-10,812 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,796
Change-10,796 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,297
Change-9,297 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 9,196
Change-9,196 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 6,740
Change-6,740 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 760
Change-760 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 688
Change-688 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 641
Change-641 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 233
Change-233 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 93
Change-93 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 73
Change-73 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 67
Change-67 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 64
Change-64 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 56
Change-56 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7
Change-7 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Valmark Advisers, Inc.
INCREASED3,801,0663,686,355+114,711+3%$134.6M$133.9M-$752.2K2026-11-06
PNC Financial Services Group, Inc.
DECREASED2,839,5302,840,135-6050%$103.7M$100.0M-$3.7M2026-11-06
Performa Ltd (US), LLC
INCREASED2,023,1541,608,678+414,476+26%$58.7M$71.3M+$12.5M2026-11-05
Fifth Third Bancorp
DECREASED1,497,2322,016,020-518,788-26%$73.6M$52.7M-$20.9M2026-11-05
Ocean Park Asset Management, LLC
UNCHANGED1,155,5001,155,50000%$42.2M$40.7M-$1.5M2026-10-21
TD Private Client Wealth LLC
INCREASED593,474525,384+68,090+13%$19.2M$20.9M+$1.7M2026-10-28
Regions Financial Corp
INCREASED592,443519,806+72,637+14%$19.0M$20.9M+$1.9M2026-11-05
Retirement Investment Advisors, Inc.
INCREASED572,664550,451+22,213+4%$20.0M$20.2M+$209.9K2026-10-22
Avior Wealth Management, LLC
INCREASED423,133400,790+22,343+6%$14.6M$14.9M+$265.9K2026-10-13
LPL Financial LLC
DECREASED417,127427,106-9,979-2%$15.6M$14.7M-$906.7K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED259,529227,456+32,073+14%$8.3M$9.1M+$834.0K2026-11-02
Curran Financial Partners, LLC
INCREASED258,478239,750+18,728+8%$8.8M$9.1M+$347.9K2026-11-04
Rakuten Investment Management, Inc.
INCREASED246,658239,115+7,543+3%$8.7M$8.7M-$27.9K2026-10-30
Amundi
INCREASED219,155212,229+6,926+3%$7.8M$7.7M-$32.0K2026-11-06
WealthPlan Investment Management, LLC
INCREASED218,125118,148+99,977+85%$4.3M$7.7M+$3.4M2026-10-15
Marion Wealth Management
INCREASED203,865196,640+7,225+4%$7.2M$7.2M-$1.1K2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED190,278204,719-14,441-7%$7.5M$6.7M-$774.7K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED156,639151,528+5,111+3%$5.5M$5.5M-$17.0K2026-10-13
Thrivent Financial for Lutherans
INCREASED136,198131,509+4,689+4%$4.8M$4.8M-$6.0K2026-11-05
Citigroup Inc
INCREASED124,71696,773+27,943+29%$3.5M$4.4M+$858.3K2026-11-04
Martel Wealth Advisors LLC
INCREASED73,40672,929+477+1%$2.7M$2.6M-$78.0K2026-10-14
Merit Financial Group, LLC
INCREASED70,15364,885+5,268+8%$2.4M$2.5M+$101.2K2026-11-06
Truist Financial Corp
INCREASED66,95060,194+6,756+11%$2.2M$2.4M+$159.7K2026-10-30
Sage Advisory Services, Ltd.Co.
DECREASED64,045124,835-60,790-49%$4.6M$2.3M-$2.3M2026-10-29
Perigon Wealth Management, LLC
INCREASED58,27257,146+1,126+2%$2.1M$2.1M-$34.6K2026-10-22
Vise Technologies, Inc.
INCREASED54,46241,892+12,570+30%$1.5M$1.9M+$388.3K2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED50,52751,976-1,449-3%$1.9M$1.8M-$118.6K2026-10-16
WealthPLAN Partners, LLC
INCREASED50,14924,407+25,742+105%$891.3K$1.8M+$874.9K2026-10-15
Daymark Wealth Partners, LLC
INCREASED44,4718,453+36,018+426%$308.7K$1.6M+$1.3M2026-11-04
Fifth Third Securities, Inc.
DECREASED43,68243,926-244-1%$1.6M$1.5M-$65.7K2026-10-21
Kestra Advisory Services, LLC
DECREASED43,60244,493-891-2%$1.6M$1.5M-$89.3K2026-11-02
Atria Investments, Inc
DECREASED41,58067,733-26,153-39%$2.5M$1.5M-$1.0M2026-10-15
C2c Wealth Management, LLC
DECREASED37,34837,498-1500%$1.4M$1.3M-$54.0K2026-10-20
Farther Finance Advisors, LLC
DECREASED37,24841,552-4,304-10%$1.5M$1.3M-$205.6K2026-10-08
Commonwealth Equity Services, LLC
INCREASED35,01728,179+6,838+24%$1.0M$1.2M+$204.2K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED32,56027,706+4,854+18%$1.0M$1.1M+$134.9K2026-10-21
Diversify Wealth Management, LLC
DECREASED29,50384,841-55,338-65%$3.1M$1.0M-$2.0M2026-10-20
Diversify Advisory Services, LLC
DECREASED29,50384,841-55,338-65%$3.1M$1.0M-$2.0M2026-10-20
SigFig Wealth Management, LLC
INCREASED28,73725,285+3,452+14%$923.4K$1.0M+$88.7K2026-10-07
Lanark Financial, Inc.
INCREASED25,92623,548+2,378+10%$860.0K$913.1K+$53.1K2026-10-26
Whitcomb & Hess, Inc.
INCREASED20,74620,167+579+3%$736.5K$730.7K-$5.8K2026-10-07
Level Four Advisory Services, LLC
INCREASED19,88118,163+1,718+9%$663.3K$700.2K+$36.9K2026-11-06
Brookstone Capital Management
DECREASED19,00619,308-302-2%$705.1K$669.4K-$35.7K2026-10-22
Value Investment Professionals, LLC
DECREASED14,52914,537-80%$530.9K$511.7K-$19.2K2026-10-13
Global Financial Private Client, LLC
INCREASED13,93413,891+43+0%$507.3K$490.8K-$16.5K2026-10-15
Columbus Macro, LLC
INCREASED13,22810,909+2,319+21%$398.4K$465.9K+$67.5K2026-10-14
Park Avenue Securities LLC
INCREASED12,51010,916+1,594+15%$399.0K$441.0K+$42.0K2026-10-26
Wedbush Securities Inc
NEW12,245—+12,245——$431.0K—2026-10-22
Koshinski Asset Management, Inc.
DECREASED12,12912,717-588-5%$464.4K$427.2K-$37.2K2026-10-29
Moors & Cabot, Inc.
INCREASED11,7909,776+2,014+21%$357.0K$415.2K+$58.2K2026-11-06
PFG Advisors
UNCHANGED11,38411,38400%$415.7K$400.9K-$14.8K2026-10-16
Focus Financial Network, Inc.
DECREASED11,27012,216-946-8%$446.1K$396.9K-$49.2K2026-10-14
Sowell Financial Services LLC
DECREASED10,79611,117-321-3%$406.0K$380.2K-$25.8K2026-10-23
Braun-Bostich & Associates Inc.
INCREASED10,2199,505+714+8%$347.1K$359.9K+$12.8K2026-10-20
rebel Financial LLC
DECREASED9,587118,954-109,367-92%$4.3M$337.6K-$4.0M2026-11-04
Clearstead Advisors, LLC
DECREASED8,741634,304-625,563-99%$23.2M$307.9K-$22.9M2026-11-06
Virtue Asset Management LLC
DECREASED8,6208,765-145-2%$320.1K$303.6K-$16.5K2026-10-21
World Equity Group, Inc.
DECREASED8,17024,227-16,057-66%$884.8K$287.7K-$597.0K2026-10-14
TSG Advice Partners, LLC
NEW7,161—+7,161——$261.5K—2026-10-29
Creative Planning
INCREASED6,6856,095+590+10%$222.6K$235.5K+$12.9K2026-11-02
Meridian Wealth Management, LLC
DECREASED6,3077,107-800-11%$259.5K$222.1K-$37.4K2026-11-05
TME Financial, Inc.
INCREASED6,2966,258+38+1%$228.6K$221.7K-$6.8K2026-10-14
Hengehold Capital Management LLC
INCREASED5,9585,948+10+0%$217.2K$209.8K-$7.4K2026-10-16
Concord Wealth Partners
INCREASED4,6284,554+74+2%$166.3K$163.0K-$3.3K2026-11-02
Root Financial Partners, LLC
NEW3,799—+3,799——$133.8K—2026-10-21
Horizons Wealth Management
NEW2,998—+2,998——$105.6K—2026-10-05
US Bancorp \de\
INCREASED2,796412+2,384+579%$15.0K$98.5K+$83.4K2026-11-05
IFP Advisors, Inc
UNCHANGED2,7182,71800%$99.3K$95.7K-$3.5K2026-10-16
Allworth Financial LP
UNCHANGED2,4422,44200%$89.2K$89.2K$02026-11-06
Latitude Advisors, LLC
NEW1,224—+1,224——$43.1K—2026-10-27
CoreCap Advisors, LLC
INCREASED1,20611+1,195+10864%$402$42.5K+$42.1K2026-10-08
Private Trust Co NA
UNCHANGED1,1401,14000%$41.6K$40.2K-$1.5K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED9671,586-619-39%$57.9K$34.1K-$23.9K2026-11-03
Larson Financial Group LLC
INCREASED84184+757+901%$3.1K$29.6K+$26.5K2026-11-05
Blue Trust, Inc.
INCREASED761714+47+7%$26.1K$26.8K+$7272026-10-15
Provenance Wealth Advisors, LLC
NEW678—+678——$23.9K—2026-10-30
EverSource Wealth Advisors, LLC
DECREASED636692-56-8%$25.3K$22.4K-$2.9K2026-11-04
Nova Financial LLC
NEW534—+534——$18.8K—2026-11-04
Planning Strategies Inc.
UNCHANGED24224200%$8.8K$8.5K-$3152026-10-02
1620 Investment Advisors, Inc.
UNCHANGED20620600%$7.5K$7.3K-$2682026-11-04
Parallel Advisors, LLC
NEW195—+195——$6.9K—2026-11-03
Oakworth Capital, Inc.
UNCHANGED18918900%$6.9K$6.7K-$2452026-10-26
Assetmark, Inc
DECREASED168885,297-885,129-100%$32.3M$5.9K-$32.3M2026-10-21
Hurley Capital, LLC
INCREASED132130+2+2%$4.7K$4.7K-$942026-11-05
Golden State Wealth Management, LLC
INCREASED130127+3+2%$4.7K$4.6K-$932026-11-02
Fortis Group Advisors, LLC
UNCHANGED10610600%$3.9K$3.7K-$1382026-11-06
Asset Dedication, LLC
NEW91—+91——$3.2K—2026-11-03
PFS Partners, LLC
UNCHANGED919100%$3.3K$3.2K-$1182026-10-21
Sunrise Financial Services, LLC
UNCHANGED909000%$3.3K$3.2K-$1172026-10-21
Bayban
UNCHANGED777700%$2.8K$2.8K$02026-11-05
Networth Advisors, LLC
NEW73—+73——$2.6K—2026-11-03
Compass Financial Management LLC
NEW70—+70——$2.5K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED686800%$2.5K$2.4K-$882026-10-27
Ascentis Wealth Management, LLC
UNCHANGED464600%$1.7K$1.6K-$592026-11-03
Investors Research Corp
UNCHANGED353500%$1.3K$1.2K-$452026-10-07
Addison Advisors LLC
UNCHANGED333300%$1.2K$1.2K-$432026-11-06
Grey Ledge Advisors, LLC
UNCHANGED202000%$723$707-$162026-11-02
AlphaCore Capital LLC
UNCHANGED101000%$365$352-$132026-11-04
Financial Management Professionals, Inc.
UNCHANGED8800%$292$282-$102026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED5500%$183$176-$72026-11-02
Silver Grove Financial Group, Inc.
NEW3—+3——$106—2026-11-05
Neos Investment Management LLC
CLOSED01,982,476-1,982,476-100%$72.0M$0-$72.0M2026-11-04
New York Life Investment Management LLC
CLOSED0143,143-143,143-100%$5.2M$0-$5.2M2026-11-04
Concurrent Investment Advisors, LLC
CLOSED054,737-54,737-100%$2.0M$0-$2.0M2026-10-16
J.W. Cole Advisors, Inc.
CLOSED052,758-52,758-100%$1.9M$0-$1.9M2026-11-05
Heritage OAK Wealth Advisors LLC
CLOSED040,979-40,979-100%$1.5M$0-$1.5M2026-10-14
Optima Capital LLC
CLOSED029,263-29,263-100%$1.1M$0-$1.1M2026-10-29
Balefire, LLC
CLOSED020,268-20,268-100%$740.2K$0-$740.2K2026-10-09
WBI Investments, LLC
CLOSED017,943-17,943-100%$655.3K$0-$655.3K2026-11-05
Global View Capital Management LLC
CLOSED012,542-12,542-100%$458.0K$0-$458.0K2026-10-28
Davenport & Co LLC
CLOSED012,384-12,384-100%$452.3K$0-$452.3K2026-10-14
FDx Advisors, Inc.
CLOSED09,452-9,452-100%$345.0K$0-$345.0K2026-11-05
Strategic Blueprint, LLC
CLOSED08,621-8,621-100%$314.8K$0-$314.8K2026-10-22
Prime Capital Investment Advisors, LLC
CLOSED06,664-6,664-100%$243.4K$0-$243.4K2026-10-20
RFG Advisory, LLC
CLOSED06,509-6,509-100%$237.7K$0-$237.7K2026-11-03
JFS Wealth Advisors, LLC
CLOSED01,457-1,457-100%$53.2K$0-$53.2K2026-11-03
Key FInancial Inc
CLOSED0572-572-100%$20.9K$0-$20.9K2026-11-02
Abound Wealth Management
CLOSED0469-469-100%$17.1K$0-$17.1K2026-10-26
AdvisorNet Financial, Inc
CLOSED0156-156-100%$5.7K$0-$5.7K2026-10-15
Gill Capital Partners, LLC
CLOSED063-63-100%$2.3K$0-$2.3K2026-10-13
Kings Path Partners LLC
CLOSED053-53-100%$1.9K$0-$1.9K2026-10-21
Strategic Advocates LLC
CLOSED045-45-100%$1.6K$0-$1.6K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED028-28-100%$1.0K$0-$1.0K2026-10-14
True Wealth Design, LLC
CLOSED015-15-100%$548$0-$5482026-10-13
Hanson & Doremus Investment Management
CLOSED08-8-100%$0$0$02026-10-16
Nfsg Corp
CLOSED05-5-100%$183$0-$1832026-10-15
Russell Investments Group, Ltd.
CLOSED01-1-100%$37$0-$372026-11-06
Kozak & Associates, Inc.
CLOSED000—$8$0-$82026-10-29
Employees Retirement System of Texas
N/A—11,372,000-11,372,000-100%$415.3M———
Bank of America Corp
N/A—10,825,115-10,825,115-100%$395.3M———
Royal Bank of Canada
N/A—5,794,274-5,794,274-100%$211.6M———
Charles Schwab Investment Management Inc
N/A—5,447,854-5,447,854-100%$199.0M———
Wells Fargo & Company
N/A—5,005,712-5,005,712-100%$182.8M———
Voya Investment Management LLC
N/A—4,909,246-4,909,246-100%$179.3M———
Envestnet Asset Management Inc
N/A—2,918,454-2,918,454-100%$106.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,679,050-1,679,050-100%$61.3M———
American Century Companies Inc
N/A—1,527,824-1,527,824-100%$55.8M———
Penserra Capital Management LLC
N/A—1,422,102-1,422,102-100%$51.9M———
Kensington Asset Management, LLC
N/A—1,272,962-1,272,962-100%$46.5M———
Wealthfront Advisers LLC
N/A—1,258,046-1,258,046-100%$45.9M———
Toews Corp
N/A—1,093,400-1,093,400-100%$39.9M———
Horizon Investments, LLC
N/A—1,061,732-1,061,732-100%$38.4M———
Financial Gravity Companies, Inc.
N/A—784,423-784,423-100%$28.6M———
UBS Group AG
N/A—695,254-695,254-100%$25.4M———
BTS Asset Management, Inc.
N/A—668,625-668,625-100%$24.4M———
Goldman Sachs Group Inc
N/A—665,640-665,640-100%$24.3M———
Ameriprise Financial Inc
N/A—570,680-570,680-100%$20.9M———
AQR Capital Management LLC
N/A—399,607-399,607-100%$14.6M———
Focus Partners Wealth
N/A—369,012-369,012-100%$13.5M———
Manufacturers Life Insurance Company, the
N/A—351,914-351,914-100%$262.6M———
Raymond James Financial Inc
N/A—347,301-347,301-100%$12.7M———
Betterment LLC
N/A—314,591-314,591-100%$11.5M———
WCG Wealth Advisors LLC
N/A—304,319-304,319-100%$11.1M———
NorthRock Partners, LLC
N/A—291,007-291,007-100%$10.6M———
Old Mission Capital LLC
N/A—289,274-289,274-100%$10.6M———
Morgan Stanley
N/A—284,486-284,486-100%$10.4M———
Osaic Holdings, Inc.
N/A—257,957-257,957-100%$9.4M———
Theory Financial LLC
N/A—257,512-257,512-100%$9.4M———
Estate Counselors, LLC
N/A—213,826-213,826-100%$7.8M———
UBS Asset Management Americas LLC
N/A—182,352-182,352-100%$6.7M———
Sanctuary Advisors, LLC
N/A—124,700-124,700-100%$4.6M———
HSBC Holdings PLC
N/A—117,413-117,413-100%$4.3M———
Little Harbor Advisors, LLC
N/A—114,728-114,728-100%$4.2M———
Baird Financial Group, Inc.
N/A—104,557-104,557-100%$3.8M———
&partners
N/A—101,969-101,969-100%$3.7M———
HighTower Advisors, LLC
N/A—78,422-78,422-100%$2.9M———
Commerce Bank
N/A—71,118-71,118-100%$2.6M———
Cetera Investment Advisers
N/A—68,604-68,604-100%$2.5M———
Great Valley Advisor Group, Inc.
N/A—38,074-38,074-100%$1.4M———
Gotham Asset Management, LLC
N/A—35,845-35,845-100%$1.3M———
Susquehanna International Group, LLP
N/A—35,748-35,748-100%$1.3M———
Wiser Advisor Group LLC
N/A—34,947-34,947-100%$1.3M———
Arax Advisory Partners
N/A—28,808-28,808-100%$1.1M———
Webster Bank, N. A.
N/A—26,801-26,801-100%$978.8K———
Integrated Wealth Concepts LLC
N/A—24,284-24,284-100%$886.9K———
NewEdge Advisors, LLC
N/A—22,945-22,945-100%$837.9K———
CacheTech Inc.
N/A—21,288-21,288-100%$777.4K———
Adams Wealth Management
N/A—21,288-21,288-100%$777.4K———
Rothschild Wealth LLC
N/A—21,161-21,161-100%$772.8K———
MML Investors Services, LLC
N/A—20,308-20,308-100%$741.7K———
Wealth Management Associates, Inc.
N/A—19,390-19,390-100%$708.1K———
Koss-Olinger Consulting, LLC
N/A—18,698-18,698-100%$682.9K———
Maridea Wealth Management LLC
N/A—17,835-17,835-100%$651.3K———
Madison Wealth Partners, Inc
N/A—17,058-17,058-100%$623.0K———
Meadowbrook Advisors Group, LLC
N/A—16,754-16,754-100%$611.9K———
Arkadios Wealth Advisors
N/A—14,484-14,484-100%$529.0K———
Van Diest Capital, LLC
N/A—14,221-14,221-100%$519.4K———
Vestmark Advisory Solutions, Inc.
N/A—13,925-13,925-100%$508.6K———
Jones Financial Companies Lllp
N/A—13,409-13,409-100%$488.6K———
Mercer Global Advisors Inc
N/A—12,746-12,746-100%$465.5K———
HRT Financial LP
N/A—12,595-12,595-100%$459.0K———
Stifel Financial Corp
N/A—11,582-11,582-100%$423.0K———
Advisory Services Network, LLC
N/A—10,875-10,875-100%$397.2K———
Steward Partners Investment Advisory, LLC
N/A—10,812-10,812-100%$394.8K———
Captrust Financial Advisors
N/A—10,796-10,796-100%$394.3K———
Beacon Pointe Advisors, LLC
N/A—10,405-10,405-100%$380.0K———
Rockefeller Capital Management L.P.
N/A—9,297-9,297-100%$339.6K———
Liberty Square Wealth Partners LLC
N/A—9,196-9,196-100%$335.8K———
Ausdal Financial Partners, Inc.
N/A—8,345-8,345-100%$304.8K———
Qube Research & Technologies Ltd
N/A—8,237-8,237-100%$300.8K———
Envestnet Portfolio Solutions, Inc.
N/A—7,467-7,467-100%$272.7K———
World Investment Advisors
N/A—7,435-7,435-100%$271.5K———
Private Advisor Group, LLC
N/A—7,392-7,392-100%$270.0K———
Hexagon Capital Partners LLC
N/A—7,079-7,079-100%$258.5K———
Geneos Wealth Management Inc.
N/A—7,035-7,035-100%$256.9K———
Principal Securities, Inc.
N/A—6,815-6,815-100%$248.9K———
Westbourne Investments, Inc.
N/A—6,740-6,740-100%$246.1K———
Edgestream Partners, L.P.
N/A—6,169-6,169-100%$225.3K———
Trivium Point Advisory, LLC
N/A—5,932-5,932-100%$216.6K———
Continental Investors Services, Inc.
N/A—5,910-5,910-100%$214.4K———
JPMorgan Chase & Co
N/A—5,764-5,764-100%$210.5K———
FMR LLC
N/A—5,183-5,183-100%$189.3K———
EP Wealth Advisors, LLC
N/A—4,886-4,886-100%$178.4K———
Northwestern Mutual Wealth Management Co
N/A—3,641-3,641-100%$133.0K———
Wellington-Altus USA Inc.
N/A—3,293-3,293-100%$119.1K———
AE Wealth Management LLC
N/A—2,813-2,813-100%$102.7K———
Johnson Financial Group, Inc.
N/A—2,300-2,300-100%$84.0K———
IFG Advisory, LLC
N/A—1,921-1,921-100%$70.2K———
Global Retirement Partners, LLC
N/A—1,767-1,767-100%$64.5K———
Fourth Dimension Wealth, LLC
N/A—1,568-1,568-100%$57.3K———
BFC Planning, Inc.
N/A—1,526-1,526-100%$55.7K———
Capital Analysts, LLC
N/A—1,378-1,378-100%$50.0K———
Harbour Investments, Inc.
N/A—1,373-1,373-100%$50.1K———
Centennial Bank
N/A—1,056-1,056-100%$38.6K———
Raffa Wealth Management, LLC
N/A—891-891-100%$32.5K———
Banque Cantonale Vaudoise
N/A—760-760-100%$28.0K———
Atlantic Union Bankshares Corp
N/A—688-688-100%$25.1K———
O'shaughnessy Asset Management, LLC
N/A—663-663-100%$24.2K———
Keating Financial Advisory Services, Inc.
N/A—641-641-100%$23.4K———
Continuum Advisory, LLC
N/A—516-516-100%$18.8K———
Oakmont Advisory Group, LLC
N/A—459-459-100%$16.8K———
Aptus Capital Advisors, LLC
N/A—392-392-100%$14.3K———
BlackRock, Inc.
N/A—360-360-100%$13.1K———
Tower Research Capital LLC (TRC)
N/A—233-233-100%$8.5K———
Delta Asset Management LLC
N/A—147-147-100%$5.4K———
Timbuktu Capital Management, LLC
N/A—122-122-100%$4.5K———
Westfuller Advisors, LLC
N/A—109-109-100%$4.0K———
Huntington National Bank
N/A—93-93-100%$3.4K———
Ameriflex Group, Inc.
N/A—90-90-100%$3.3K———
PlanVest Financial, Inc
N/A—73-73-100%$2.7K———
Bogart Wealth, LLC
N/A—70-70-100%$2.6K———
Strategic Wealth Partners, Ltd.
N/A—67-67-100%$2.4K———
CVA Family Office, LLC
N/A—65-65-100%$2.4K———
Smartleaf Asset Management LLC
N/A—65-65-100%$2.4K———
HM Payson & Co
N/A—64-64-100%$2.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—56-56-100%$2.0K———
Delos Wealth Advisors, LLC
N/A—40-40-100%$1.5K———
Front Row Advisors LLC
N/A—40-40-100%$1.5K———
Godfrey Financial Associates, Inc.
N/A—32-32-100%$1.2K———
Bartlett & Co. Wealth Management LLC
N/A—31-31-100%$1.1K———
Prosperity Bancshares Inc
N/A—18-18-100%$657———
Ameritas Investment Partners, Inc.
N/A—8-8-100%$294———
Kilter Group LLC
N/A—7-7-100%$256———
Bank of Montreal
N/A—7-7-100%$256———
Vision Retirement, LLC
N/A—6-6-100%$219———
Transamerica Financial Advisors, LLC
N/A—6-6-100%$219———
Showing 256 of 256 institutions