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DT Midstream Inc (DTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares2,231,571 from 2,274,247
Change-42,676 (-2%)
Value$266.6M (-$67.1M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares839,326 from 852,770
Change-13,444 (-2%)
Value$100.3M (-$24.9M)
Filed 2026-11-05
TrinityBridge Ltd
DECREASED
Shares808,900 from 823,100
Change-14,200 (-2%)
Value$96.7M (-$24.2M)
Filed 2026-10-30
Cushing Asset Management, LP dba NXG Investment Management
DECREASED
Shares687,100 from 730,100
Change-43,000 (-6%)
Value$82.1M (-$25.0M)
Filed 2026-10-26
Eagle Global Advisors LLC
INCREASED
Shares641,891 from 625,921
Change+15,970 (+3%)
Value$76.7M (-$15.2M)
Filed 2026-11-02
Bahl & Gaynor LLC
INCREASED
Shares637,845 from 618,471
Change+19,374 (+3%)
Value$76.2M (-$14.6M)
Filed 2026-11-05
Chickasaw Capital Management LLC
INCREASED
Shares522,558 from 378,792
Change+143,766 (+38%)
Value$62.4M (+$6.8M)
Filed 2026-10-08
Principal Financial Group Inc
DECREASED
Shares441,581 from 504,373
Change-62,792 (-12%)
Value$52.8M (-$21.3M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares320,875 from 210,368
Change+110,507 (+53%)
Value$38.3M (+$7.5M)
Filed 2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares319,956 from 318,072
Change+1,884 (+1%)
Value$38.2M (-$8.4M)
Filed 2026-10-26
Alps Advisors Inc
INCREASED
Shares287,181 from 236,460
Change+50,721 (+21%)
Value$34.3M (-$388.6K)
Filed 2026-11-03
Fractal Investments LLC
INCREASED
Shares285,999 from 230,999
Change+55,000 (+24%)
Value$34.2M (+$271.5K)
Filed 2026-10-28
Retirement Systems of Alabama
DECREASED
Shares225,622 from 225,912
Change-290 (0%)
Value$27.0M (-$6.2M)
Filed 2026-11-04
Miller Howard Investments Inc
INCREASED
Shares224,383 from 210,124
Change+14,259 (+7%)
Value$26.8M (-$4.0M)
Filed 2026-10-26
ProShare Advisors LLC
DECREASED
Shares200,939 from 214,748
Change-13,809 (-6%)
Value$24.0M (-$7.5M)
Filed 2026-10-29
Hennessy Advisors Inc
INCREASED
Shares154,280 from 153,480
Change+800 (+1%)
Value$18.4M (-$4.1M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
DECREASED
Shares105,452 from 108,079
Change-2,627 (-2%)
Value$12.6M (-$3.3M)
Filed 2026-10-28
Catalyst Capital Advisors LLC
INCREASED
Shares97,464 from 90,364
Change+7,100 (+8%)
Value$11.6M (-$1.6M)
Filed 2026-11-02
Maryland State Retirement & Pension System
DECREASED
Shares94,154 from 101,782
Change-7,628 (-7%)
Value$11.2M (-$3.7M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares85,521 from 90,524
Change-5,003 (-6%)
Value$10.2M (-$3.1M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares80,685 from 88,085
Change-7,400 (-8%)
Value$9.6M (-$3.3M)
Filed 2026-10-22
Conestoga Capital Advisors, LLC
INCREASED
Shares70,610 from 49,860
Change+20,750 (+42%)
Value$8.4M (+$1.1M)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares54,110 from 48,731
Change+5,379 (+11%)
Value$6.5M (-$686.2K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares52,260 from 51,976
Change+284 (+1%)
Value$6.2M (-$1.4M)
Filed 2026-10-26
Amalgamated Bank
INCREASED
Shares45,498 from 45,139
Change+359 (+1%)
Value$5.4M (-$1.2M)
Filed 2026-10-23
Fort Washington Investment Advisors Inc
INCREASED
Shares37,341 from 37,023
Change+318 (+1%)
Value$4.5M (-$971.6K)
Filed 2026-10-15
State of Alaska, Department of Revenue
DECREASED
Shares37,198 from 37,528
Change-330 (-1%)
Value$4.4M (-$1.1M)
Filed 2026-10-15
Mutual of America Capital Management LLC
DECREASED
Shares37,172 from 37,866
Change-694 (-2%)
Value$4.4M (-$1.1M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares31,554 from 32,848
Change-1,294 (-4%)
Value$3.8M (-$1.1M)
Filed 2026-11-02
Louisiana State Employees Retirement System
INCREASED
Shares30,300 from 29,900
Change+400 (+1%)
Value$3.6M (-$767.6K)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
UNCHANGED
Shares30,044 from 30,044
Change0 (0%)
Value$3.6M (-$819.3K)
Filed 2026-11-05
Premier Fund Managers Ltd
DECREASED
Shares30,000 from 34,000
Change-4,000 (-12%)
Value$3.7K (-$5.0M)
Filed 2026-11-02
City Holding Co
INCREASED
Shares29,168 from 28,594
Change+574 (+2%)
Value$3.5M (-$711.2K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares29,148 from 40,099
Change-10,951 (-27%)
Value$3.5M (-$2.4M)
Filed 2026-11-05
Vaughan David Investments LLC
DECREASED
Shares28,599 from 29,487
Change-888 (-3%)
Value$3.4M (-$910.0K)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares28,018 from 27,445
Change+573 (+2%)
Value$3.3M (-$680.0K)
Filed 2026-11-03
Asset Management One Co., Ltd.
DECREASED
Shares26,913 from 29,391
Change-2,478 (-8%)
Value$3.2M (-$1.1M)
Filed 2026-10-27
Yousif Capital Management, LLC
DECREASED
Shares26,509 from 28,251
Change-1,742 (-6%)
Value$3.2M (-$978.5K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares24,350 from 24,422
Change-72 (0%)
Value$2.9M (-$674.6K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares24,289 from 28,200
Change-3,911 (-14%)
Value$2.9M (-$1.2M)
Filed 2026-11-04
State of Michigan Retirement System
INCREASED
Shares23,955 from 23,855
Change+100 (+0%)
Value$2.9M (-$638.6K)
Filed 2026-10-27
First American Bank
INCREASED
Shares22,694 from 22,498
Change+196 (+1%)
Value$2.7M (-$590.1K)
Filed 2026-10-27
New Mexico Educational Retirement Board
INCREASED
Shares21,348 from 19,748
Change+1,600 (+8%)
Value$2.6M (-$348.0K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
INCREASED
Shares21,105 from 21,050
Change+55 (+0%)
Value$2.5M (-$567.5K)
Filed 2026-10-30
Ausbil Investment Management Ltd
UNCHANGED
Shares17,711 from 17,711
Change0 (0%)
Value$2.1M (-$430.6K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares17,424 from 17,222
Change+202 (+1%)
Value$2.1M (-$445.1K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,583 from 16,396
Change-813 (-5%)
Value$1.9M (-$544.0K)
Filed 2026-11-02
Pictet Asset Management Holding SA
DECREASED
Shares15,498 from 15,765
Change-267 (-2%)
Value$1.9M (-$461.8K)
Filed 2026-11-03
New York Life Investment Management LLC
INCREASED
Shares15,334 from 12,875
Change+2,459 (+19%)
Value$1.8M (-$57.3K)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED
Shares15,209 from 14,736
Change+473 (+3%)
Value$1.8M (-$345.3K)
Filed 2026-10-19
Bright Rock Capital Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.8M (-$409.1K)
Filed 2026-10-05
CoreCap Advisors, LLC
DECREASED
Shares14,871 from 15,133
Change-262 (-2%)
Value$1.8M (-$443.9K)
Filed 2026-10-08
Achmea Investment Management B.V.
NEW
Shares14,300
Change+14,300
Value$1.7M
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares14,272 from 14,402
Change-130 (-1%)
Value$1.7M (-$410.0K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares13,527 from 12,038
Change+1,489 (+12%)
Value$1.6M (-$106.5K)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares13,397 from 13,302
Change+95 (+1%)
Value$1.6M (-$351.4K)
Filed 2026-11-03
Virginia Retirement Systems ET Al
INCREASED
Shares12,700 from 6,600
Change+6,100 (+92%)
Value$1.5M (+$548.8K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares11,455 from 9,477
Change+1,978 (+21%)
Value$1.4M (+$13.5K)
Filed 2026-10-16
Retirement Guys Formula LLC
INCREASED
Shares11,377 from 11,007
Change+370 (+3%)
Value$1.4M (-$256.0K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares11,226 from 9,745
Change+1,481 (+15%)
Value$1.3M (-$88.8K)
Filed 2026-10-15
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares11,212 from 11,212
Change0 (0%)
Value$1.3M (-$305.8K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares11,022 from 13,691
Change-2,669 (-19%)
Value$1.3M (-$692.3K)
Filed 2026-10-30
Frank, Rimerman Advisors LLC
DECREASED
Shares10,786 from 11,111
Change-325 (-3%)
Value$1.3M (-$341.8K)
Filed 2026-10-16
Quadrant Capital Group LLC
INCREASED
Shares10,375 from 10,277
Change+98 (+1%)
Value$1.3M (-$195.1K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,021 from 12,008
Change-1,987 (-17%)
Value$1.2M (-$503.0K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares9,396 from 9,702
Change-306 (-3%)
Value$1.1M (-$301.1K)
Filed 2026-11-05
Inspire Investing, LLC
INCREASED
Shares9,288 from 4,893
Change+4,395 (+90%)
Value$1.1M (+$391.6K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares9,266 from 9,433
Change-167 (-2%)
Value$1.1M (-$277.2K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
INCREASED
Shares8,083 from 5,373
Change+2,710 (+50%)
Value$965.7K (+$177.2K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
DECREASED
Shares7,946 from 8,044
Change-98 (-1%)
Value$949.3K (-$231.1K)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares7,924 from 8,207
Change-283 (-3%)
Value$946.6K (-$257.6K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares7,885 from 6,052
Change+1,833 (+30%)
Value$942.0K (+$54.0K)
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares7,644 from 7,629
Change+15 (+0%)
Value$913.3K (-$206.3K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares7,521 from 2,857
Change+4,664 (+163%)
Value$899.5K (+$480.3K)
Filed 2026-11-04
Bokf, NA
INCREASED
Shares7,520 from 7,496
Change+24 (+0%)
Value$898.4K (-$201.5K)
Filed 2026-10-27
Praxis Investment Management Inc
INCREASED
Shares7,503 from 3,577
Change+3,926 (+110%)
Value$896.0K (+$371.0K)
Filed 2026-11-03
Swiss Life Asset Management Ltd
INCREASED
Shares6,719 from 6,632
Change+87 (+1%)
Value$802.7K (-$170.5K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares6,494 from 6,295
Change+199 (+3%)
Value$775.8K (-$147.9K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares6,277 from 6,311
Change-34 (-1%)
Value$749.9K (-$176.2K)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares5,946 from 6,549
Change-603 (-9%)
Value$710.4K (-$250.6K)
Filed 2026-10-08
SS&H Financial Advisors, Inc.
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$705.0K (-$161.0K)
Filed 2026-10-28
Simon Quick Advisors, LLC
INCREASED
Shares5,801 from 5,602
Change+199 (+4%)
Value$693.0K (-$129.0K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares5,650 from 6,175
Change-525 (-8%)
Value$675.0K (-$231.1K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
INCREASED
Shares5,597 from 5,587
Change+10 (+0%)
Value$668.7K (-$151.0K)
Filed 2026-10-19
First Citizens Bank & Trust Co
DECREASED
Shares5,567 from 12,605
Change-7,038 (-56%)
Value$665.1K (-$1.2M)
Filed 2026-10-14
Elm3 Financial Group, LLC
DECREASED
Shares4,670 from 4,696
Change-26 (-1%)
Value$558.0K (-$131.1K)
Filed 2026-10-07
HB Wealth Management, LLC
DECREASED
Shares4,654 from 5,376
Change-722 (-13%)
Value$549.5K (-$239.5K)
Filed 2026-10-23
Keybank National Association
INCREASED
Shares4,599 from 3,311
Change+1,288 (+39%)
Value$549.4K (+$63.6K)
Filed 2026-11-04
Sigma Investment Counselors Inc
INCREASED
Shares4,586 from 3,303
Change+1,283 (+39%)
Value$547.9K (+$63.2K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares4,538 from 4,437
Change+101 (+2%)
Value$542.2K (-$108.9K)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED
Shares4,439 from 4,533
Change-94 (-2%)
Value$530.3K (-$134.8K)
Filed 2026-10-09
Evergreen Capital Management LLC
DECREASED
Shares4,407 from 4,438
Change-31 (-1%)
Value$530.3K (-$124.7K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,310 from 4,260
Change+50 (+1%)
Value$514.9K (-$110.2K)
Filed 2026-11-04
Foguth Wealth Management, Llc.
INCREASED
Shares4,126 from 3,703
Change+423 (+11%)
Value$510.3K (-$22.2K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares4,093 from 3,915
Change+178 (+5%)
Value$489.0K (-$85.5K)
Filed 2026-10-26
Impact Capital Partners LLC
DECREASED
Shares3,999 from 4,010
Change-11 (0%)
Value$477.8K (-$110.7K)
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares3,924 from 3,933
Change-9 (0%)
Value$468.8K (-$108.3K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
DECREASED
Shares3,917 from 4,302
Change-385 (-9%)
Value$467.9K (-$163.3K)
Filed 2026-10-13
Strategic Financial Group, LLC
INCREASED
Shares3,820 from 3,797
Change+23 (+1%)
Value$456.3K (-$100.8K)
Filed 2026-10-08
Sculati Wealth Management, LLC
DECREASED
Shares3,809 from 4,729
Change-920 (-19%)
Value$478.5K (-$207.5K)
Filed 2026-10-19
Ritholtz Wealth Management
DECREASED
Shares3,773 from 3,907
Change-134 (-3%)
Value$450.8K (-$122.5K)
Filed 2026-11-05
Elco Management Co., LLC
INCREASED
Shares3,650 from 3,550
Change+100 (+3%)
Value$436.1K (-$84.9K)
Filed 2026-10-14
Cynosure Group, LLC
DECREASED
Shares3,638 from 4,622
Change-984 (-21%)
Value$434.6K (-$243.6K)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares3,549 from 2,818
Change+731 (+26%)
Value$424.0K (+$10.5K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares3,528 from 3,002
Change+526 (+18%)
Value$421.5K (-$19.1K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares3,412 from 3,758
Change-346 (-9%)
Value$407.6K (-$143.8K)
Filed 2026-10-08
CX Institutional
INCREASED
Shares3,403 from 3,388
Change+15 (+0%)
Value$407 (-$496.6K)
Filed 2026-10-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares3,362 from 3,310
Change+52 (+2%)
Value$401.7K (-$84.1K)
Filed 2026-10-22
Blue Water Asset Management
DECREASED
Shares3,339 from 3,359
Change-20 (-1%)
Value$398.9K (-$94.0K)
Filed 2026-11-04
KBC Group NV
UNCHANGED
Shares3,282 from 3,282
Change0 (0%)
Value$392.0K (-$90.0K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares3,176 from 3,498
Change-322 (-9%)
Value$379.4K (-$133.9K)
Filed 2026-10-28
CIBC Asset Management Inc
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$378.7K (-$86.4K)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares3,115 from 3,018
Change+97 (+3%)
Value$372.1K (-$70.7K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
DECREASED
Shares3,055 from 3,072
Change-17 (-1%)
Value$365.0K (-$85.8K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares2,954 from 2,751
Change+203 (+7%)
Value$352.9K (-$50.8K)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares2,947 from 2,681
Change+266 (+10%)
Value$352.0K (-$41.4K)
Filed 2026-10-15
Lakeshore Financial Planning, Inc.
INCREASED
Shares2,936 from 2,933
Change+3 (+0%)
Value$350.7K (-$79.9K)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares2,934 from 3,059
Change-125 (-4%)
Value$350.5K (-$98.4K)
Filed 2026-10-22
Parcion Private Wealth LLC
DECREASED
Shares2,858 from 2,890
Change-32 (-1%)
Value$341.4K (-$82.6K)
Filed 2026-10-28
CenterBook Partners LP
NEW
Shares2,851
Change+2,851
Value$340.6K
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares2,804 from 3,176
Change-372 (-12%)
Value$335.0K (-$131.1K)
Filed 2026-10-20
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares2,753 from 2,753
Change0 (0%)
Value$328.9K (-$75.1K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares2,719 from 2,570
Change+149 (+6%)
Value$324.8K (-$52.3K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares2,681 from 2,754
Change-73 (-3%)
Value$333.4K (-$70.8K)
Filed 2026-11-04
Pinnacle Associates LTD
INCREASED
Shares2,651 from 2,593
Change+58 (+2%)
Value$316.7K (-$63.8K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares2,636 from 3,798
Change-1,162 (-31%)
Value$314.9K (-$242.4K)
Filed 2026-10-21
Wedmont Private Capital
DECREASED
Shares2,568 from 2,598
Change-30 (-1%)
Value$317.8K (-$59.3K)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares2,545 from 2,528
Change+17 (+1%)
Value$312.3K (-$57.1K)
Filed 2026-10-08
XML Financial, LLC
UNCHANGED
Shares2,503 from 2,503
Change0 (0%)
Value$299.0K (-$68.3K)
Filed 2026-10-29
Center for Financial Planning, Inc.
INCREASED
Shares2,497 from 2,391
Change+106 (+4%)
Value$298.4K (-$52.4K)
Filed 2026-10-26
Princeton Global Asset Management LLC
INCREASED
Shares2,497 from 2,493
Change+4 (+0%)
Value$298.3K (-$67.6K)
Filed 2026-10-21
Secure Asset Management, LLC
DECREASED
Shares2,488 from 2,606
Change-118 (-5%)
Value$297.2K (-$85.2K)
Filed 2026-10-19
Capital Investment Advisors, LLC
DECREASED
Shares2,437 from 2,730
Change-293 (-11%)
Value$291.1K (-$109.5K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares2,366 from 2,616
Change-250 (-10%)
Value$284.7K (-$101.4K)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares2,360 from 2,513
Change-153 (-6%)
Value$281.9K (-$86.8K)
Filed 2026-10-29
William Mack & Associates, Inc.
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$278.0K (-$63.5K)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares2,292 from 1,699
Change+593 (+35%)
Value$273.8K (+$24.5K)
Filed 2026-10-08
PDS Planning, Inc
INCREASED
Shares2,213 from 2,042
Change+171 (+8%)
Value$264.3K (-$35.2K)
Filed 2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$265.4K (-$60.1K)
Filed 2026-10-09
Finward Bancorp
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$261.0K (-$59.6K)
Filed 2026-10-14
Profund Advisors LLC
DECREASED
Shares2,130 from 2,200
Change-70 (-3%)
Value$254.5K (-$68.4K)
Filed 2026-10-29
Capital Asset Advisory Services LLC
INCREASED
Shares2,111 from 2,011
Change+100 (+5%)
Value$260.3K (-$34.7K)
Filed 2026-10-30
Values First Advisors, Inc.
DECREASED
Shares2,105 from 2,191
Change-86 (-4%)
Value$251.5K (-$70.0K)
Filed 2026-10-23
MacKenzie Financial Corp
INCREASED
Shares2,101 from 1,419
Change+682 (+48%)
Value$251.0K (+$42.8K)
Filed 2026-11-02
Glenview Trust Co
NEW
Shares2,072
Change+2,072
Value$247.5K
Filed 2026-10-28
Antonelli Financial Advisors, LLC
UNCHANGED
Shares2,051 from 2,051
Change0 (0%)
Value$245.0K (-$56.0K)
Filed 2026-10-13
Palisade Asset Management, LLC
INCREASED
Shares2,050 from 1,500
Change+550 (+37%)
Value$244.9K (+$24.8K)
Filed 2026-11-03
Copeland Capital Management, LLC
DECREASED
Shares2,010 from 221,486
Change-219,476 (-99%)
Value$240.1K (-$32.3M)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares1,998 from 1,989
Change+9 (+0%)
Value$238.8K (-$53.2K)
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares1,988 from 2,019
Change-31 (-2%)
Value$237.5K (-$58.8K)
Filed 2026-10-07
GFS Advisors, LLC
INCREASED
Shares1,975 from 1,275
Change+700 (+55%)
Value$236.0K (-$13.5M)
Filed 2026-11-03
Curated Wealth Partners LLC
INCREASED
Shares1,950 from 1,708
Change+242 (+14%)
Value$233.0K (-$17.7K)
Filed 2026-10-15
Brighton Jones LLC
INCREASED
Shares1,948 from 1,636
Change+312 (+19%)
Value$232.8K (-$7.4K)
Filed 2026-11-03
Quantum Financial Advisors, LLC
UNCHANGED
Shares1,924 from 1,924
Change0 (0%)
Value$229.9K (-$52.5K)
Filed 2026-11-03
Arbor Wealth Advisors LLC
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$227.5K (-$51.9K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$223.4K (-$51.0K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares1,867 from 2,044
Change-177 (-9%)
Value$223.1K (-$76.9K)
Filed 2026-10-28
SJS Investment Consulting Inc.
DECREASED
Shares1,855 from 2,036
Change-181 (-9%)
Value$221.6K (-$77.1K)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$220.8K (-$50.4K)
Filed 2026-10-16
GEM Asset Management, LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$216.2K (-$49.4K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
UNCHANGED
Shares1,782 from 1,782
Change0 (0%)
Value$212.9K (-$48.6K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares1,753 from 721
Change+1,032 (+143%)
Value$209.4K (+$103.6K)
Filed 2026-10-21
Brown Wealth Management, LLC
DECREASED
Shares1,748 from 1,772
Change-24 (-1%)
Value$208.8K (-$51.2K)
Filed 2026-10-20
Inscription Capital, LLC
INCREASED
Shares1,729 from 1,727
Change+2 (+0%)
Value$206.6K (-$46.9K)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares1,727 from 1,636
Change+91 (+6%)
Value$206.3K (-$33.7K)
Filed 2026-10-29
Candriam S.C.A.
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$202.5K (-$45.1K)
Filed 2026-11-03
Nemes Rush Group LLC
INCREASED
Shares1,676 from 1,669
Change+7 (+0%)
Value$200.2K (-$44.7K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares1,594
Change+1,594
Value$212.3K
Filed 2026-11-03
Midwest Capital Advisors, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$188.3K (-$43.0K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares1,461 from 1,781
Change-320 (-18%)
Value$174.5K (-$86.8K)
Filed 2026-10-16
SBI Securities Co., Ltd.
DECREASED
Shares1,454 from 1,468
Change-14 (-1%)
Value$173.7K (-$41.7K)
Filed 2026-10-22
Strs Ohio
DECREASED
Shares1,431 from 2,185
Change-754 (-35%)
Value$171.0K (-$149.7K)
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$164.2K (-$37.5K)
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares1,277 from 1,284
Change-7 (-1%)
Value$152.5K (-$35.9K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
NEW
Shares1,166
Change+1,166
Value$139.3K
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$136.3K (-$31.1K)
Filed 2026-10-23
North Star Investment Management Corp.
INCREASED
Shares1,106 from 1,105
Change+1 (+0%)
Value$132.1K (-$30.0K)
Filed 2026-10-27
American National Bank & Trust
DECREASED
Shares1,081 from 1,095
Change-14 (-1%)
Value$129.1K (-$31.5K)
Filed 2026-10-07
Versant Capital Management, Inc
INCREASED
Shares772 from 701
Change+71 (+10%)
Value$92.2K (-$10.6K)
Filed 2026-10-02
Burkett Financial Services, LLC
INCREASED
Shares687 from 683
Change+4 (+1%)
Value$82.1K (-$18.1K)
Filed 2026-10-01
GHP Investment Advisors, Inc.
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$81.1K (-$18.5K)
Filed 2026-10-15
Financial Perspectives, Inc
INCREASED
Shares645 from 643
Change+2 (+0%)
Value$77.1K (-$17.3K)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares562 from 559
Change+3 (+1%)
Value$67.3K (-$14.9K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares561 from 520
Change+41 (+8%)
Value$67.0K (-$9.3K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares547 from 588
Change-41 (-7%)
Value$65.4K (-$20.9K)
Filed 2026-10-20
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$59.7K (-$13.6K)
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$54.8K (-$12.5K)
Filed 2026-10-15
Hilltop National Bank
INCREASED
Shares458 from 341
Change+117 (+34%)
Value$54.7K (+$4.7K)
Filed 2026-10-14
First Command Advisory Services, Inc.
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$52.8K (-$11.6K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares435 from 458
Change-23 (-5%)
Value$52.0K (-$15.2K)
Filed 2026-10-05
RHL Group, LLC
INCREASED
Shares423 from 421
Change+2 (+0%)
Value$50.6K (-$11.3K)
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$49.8K (-$11.4K)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$49.0K (-$11.2K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$45.0K (-$10.0K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares373
Change+373
Value$44.6K
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares369 from 455
Change-86 (-19%)
Value$44.1K (-$22.7K)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$41.7K (-$9.5K)
Filed 2026-10-30
Ulland Investment Advisors, LLC
NEW
Shares326
Change+326
Value$39.0K
Filed 2026-10-13
First Horizon Corp
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$37.3K (-$8.5K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$37.4K (-$7.9K)
Filed 2026-11-02
Essex Investment Management Co LLC
DECREASED
Shares301 from 350
Change-49 (-14%)
Value$36.0K (-$15.4K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$36.0K (-$8.2K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$32.9K (-$7.5K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares268 from 235
Change+33 (+14%)
Value$32.0K (-$2.5K)
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$31.7K (-$7.2K)
Filed 2026-10-29
Godsey & Gibb, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$29.9K (-$6.8K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$29.7K (-$6.1K)
Filed 2026-10-26
V-Square Quantitative Management LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$28.4K (-$6.5K)
Filed 2026-10-15
Trust Co of Toledo NA
DECREASED
Shares226 from 350
Change-124 (-35%)
Value$27.0K (-$24.4K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$25.7K (-$5.9K)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares212 from 73
Change+139 (+190%)
Value$25 (+$14)
Filed 2026-10-30
Elyxium Wealth, LLC
NEW
Shares208
Change+208
Value$24.9K
Filed 2026-10-27
Foresight Capital Management Advisors, Inc.
NEW
Shares200
Change+200
Value$23.9K
Filed 2026-10-27
Dakota Community Bank & Trust NA
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$23.9K (-$5.5K)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
INCREASED
Shares197 from 196
Change+1 (+1%)
Value$23.5K (-$5.2K)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$23.2K (-$5.3K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$23.1K (-$5.3K)
Filed 2026-10-21
Toth Financial Advisory Corp
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$20.8K (-$4.7K)
Filed 2026-10-08
Salomon & Ludwin, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$17.8K (-$3.6K)
Filed 2026-10-29
Fortitude Family Office, LLC
DECREASED
Shares137 from 142
Change-5 (-4%)
Value$16.4K (-$4.5K)
Filed 2026-10-14
Evermay Wealth Management LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$15.4K (-$3.5K)
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$14.9K (-$3.4K)
Filed 2026-10-30
Hughes Financial Services, LLC
DECREASED
Shares124 from 127
Change-3 (-2%)
Value$15.7K (-$2.9K)
Filed 2026-10-30
Retirement Wealth Solutions LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$14.6K (-$3.3K)
Filed 2026-10-07
Cdkv Holdings LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$14.2K (-$3.2K)
Filed 2026-10-28
Bare Financial Services, Inc
INCREASED
Shares118 from 54
Change+64 (+119%)
Value$14.1K (+$6.2K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
NEW
Shares112
Change+112
Value$13.4K
Filed 2026-10-13
Planning Strategies Inc.
DECREASED
Shares108 from 216
Change-108 (-50%)
Value$12.9K (-$18.8K)
Filed 2026-10-02
Mascoma Wealth Management LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$12.8K (-$2.9K)
Filed 2026-10-23
James T. Borello RIA
DECREASED
Shares105 from 106
Change-1 (-1%)
Value$12.5K (-$3.0K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$11.9K (-$2.7K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$11.7K (-$2.7K)
Filed 2026-11-02
Grove Bank & Trust
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$11.1K (-$2.5K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$11.0K (-$2.4K)
Filed 2026-10-28
Centerpoint Advisors, LLC
DECREASED
Shares90 from 267
Change-177 (-66%)
Value$11 (-$39.0K)
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares90 from 84
Change+6 (+7%)
Value$10.8K (-$1.6K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$10.5K (-$2.4K)
Filed 2026-10-22
MB, Levis & Associates, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.8K (-$2.2K)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$9.0K (-$2.0K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
DECREASED
Shares74 from 75
Change-1 (-1%)
Value$8.9K (-$2.2K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$8.5K (-$1.9K)
Filed 2026-10-30
Contravisory Investment Management, Inc.
DECREASED
Shares67 from 134
Change-67 (-50%)
Value$8.0K (-$11.7K)
Filed 2026-10-13
Clark Wealth Partners
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$7.7K (-$1.7K)
Filed 2026-10-19
Breakwater Investment Management
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$7.6K (-$1.7K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares61 from 96
Change-35 (-36%)
Value$7.3K (-$6.8K)
Filed 2026-11-04
Arlington Trust Co LLC
INCREASED
Shares56 from 19
Change+37 (+195%)
Value$6.7K (+$3.9K)
Filed 2026-10-20
Asset Planning,Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$6.6K (-$1.5K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares52
Change+52
Value$6.2K
Filed 2026-11-05
Entrust Financial LLC
NEW
Shares52
Change+52
Value$6.2K
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares50 from 83
Change-33 (-40%)
Value$6.0K (-$6.2K)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.0K (-$1.4K)
Filed 2026-10-05
Coastline Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.0K (-$1.4K)
Filed 2026-10-01
CGC Financial Services, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.0K (-$1.4K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.0K (-$1.4K)
Filed 2026-10-09
Private Wealth Management Group, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$5.9K (-$1.3K)
Filed 2026-10-19
IFS Advisors, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$5.7K (-$1.3K)
Filed 2026-10-14
Manchester Capital Management LLC
INCREASED
Shares47 from 45
Change+2 (+4%)
Value$5.6K (-$988)
Filed 2026-10-22
1620 Investment Advisors, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$5.6K (-$1.3K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$5.4K (-$1.2K)
Filed 2026-10-20
Albion Financial Group
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$5.4K (-$1.2K)
Filed 2026-10-21
Southern Michigan Bank & Trust
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$5.3K (-$1.2K)
Filed 2026-10-19
Clean Yield Group
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$5.0K (-$1.1K)
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares40
Change+40
Value$4.8K
Filed 2026-10-19
Trust Co of Vermont
INCREASED
Shares40 from 33
Change+7 (+21%)
Value$4.8K (-$63)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.8K (-$1.1K)
Filed 2026-10-20
Creative Capital Management Investments LLC
INCREASED
Shares39 from 26
Change+13 (+50%)
Value$4.7K (+$844)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$4.7K (-$1.1K)
Filed 2026-10-23
Cromwell Holdings LLC
INCREASED
Shares36 from 15
Change+21 (+140%)
Value$4.3K (+$2.1K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares35
Change+35
Value$4.2K
Filed 2026-10-09
Jnba Financial Advisors
NEW
Shares32
Change+32
Value$3.8K
Filed 2026-11-03
Avion Wealth
DECREASED
Shares32 from 39
Change-7 (-18%)
Value$3 (-$2)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares27 from 117
Change-90 (-77%)
Value$3 (-$17.0K)
Filed 2026-10-23
Bfsg, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.0K (-$682)
Filed 2026-10-30
True Wealth Design, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.9K (-$654)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares22 from 24
Change-2 (-8%)
Value$2.6K (-$894)
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$2.6K (-$433)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.6K (-$575)
Filed 2026-10-29
Alpine Bank Wealth Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.6K (-$600)
Filed 2026-10-16
Rakuten Securities, Inc.
INCREASED
Shares20 from 17
Change+3 (+18%)
Value$2.4K (-$106)
Filed 2026-11-02
Canton Hathaway, LLC
NEW
Shares17
Change+17
Value$2.0K
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.9K (-$436)
Filed 2026-10-16
Meriwether Wealth & Planning, LLC
NEW
Shares15
Change+15
Value$1.8K
Filed 2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2 ($0)
Filed 2026-10-27
Strengthening Families & Communities, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.8K (-$404)
Filed 2026-10-21
Bayban
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.2K ($0)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.7K (-$382)
Filed 2026-10-09
Ascentis Wealth Management, LLC
NEW
Shares13
Change+13
Value$1.6K
Filed 2026-11-03
Financial Network Wealth Advisors LLC
NEW
Shares12
Change+12
Value$1.4K
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (-$327)
Filed 2026-10-23
Torren Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.3K (-$283)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$1.2K (-$126)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (-$272)
Filed 2026-10-13
Highline Wealth Partners LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (-$272)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$1.1K
Filed 2026-10-30
DecisionPoint Financial, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$961 (-$190)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$956 (-$218)
Filed 2026-10-16
Sunrise Financial Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$836 (-$191)
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$717 (-$164)
Filed 2026-10-26
TFC Financial Management, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$598 (-$136)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$495 (-$109)
Filed 2026-10-14
Valued Wealth Advisors LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$482 (-$109)
Filed 2026-11-05
Burk Holdings LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$358 (-$82)
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$359 (-$82)
Filed 2026-10-28
Signature Equity Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$239 (-$54)
Filed 2026-10-29
Maseco LLP
NEW
Shares1
Change+1
Value$120
Filed 2026-10-27
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$119
Filed 2026-10-16
Quaker Wealth Management, LLC
NEW
Shares1
Change+1
Value$120
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$120 (-$27)
Filed 2026-10-15
Mosley Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$119 (-$28)
Filed 2026-10-16
Cookson Peirce & Co Inc
CLOSED
Shares0 from 18,108
Change-18,108 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-30
Atria Investments, Inc
CLOSED
Shares0 from 11,398
Change-11,398 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-15
Jefferies Financial Group Inc.
CLOSED
Shares0 from 9,686
Change-9,686 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
VestGen Advisors, LLC
CLOSED
Shares0 from 9,092
Change-9,092 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 6,991
Change-6,991 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-22
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 4,187
Change-4,187 (-100%)
Value$0 (-$614.4K)
Filed 2026-10-16
Vise Technologies, Inc.
CLOSED
Shares0 from 2,923
Change-2,923 (-100%)
Value$0 (-$429.0K)
Filed 2026-10-29
Lido Advisors, LLC
CLOSED
Shares0 from 2,725
Change-2,725 (-100%)
Value$0 (-$402.1K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,314
Change-2,314 (-100%)
Value$0 (-$332.7K)
Filed 2026-11-02
Compound Planning, Inc.
CLOSED
Shares0 from 1,939
Change-1,939 (-100%)
Value$0 (-$284.6K)
Filed 2026-11-05
Strategy Asset Managers LLC
CLOSED
Shares0 from 1,794
Change-1,794 (-100%)
Value$0 (-$263.3K)
Filed 2026-10-14
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$256.8K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 1,699
Change-1,699 (-100%)
Value$0 (-$249.3K)
Filed 2026-11-05
Columbia Asset Management
CLOSED
Shares0 from 1,633
Change-1,633 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-19
C2c Wealth Management, LLC
CLOSED
Shares0 from 1,632
Change-1,632 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-20
Perigon Wealth Management, LLC
CLOSED
Shares0 from 1,607
Change-1,607 (-100%)
Value$0 (-$235.7K)
Filed 2026-10-22
Chicago Capital, LLC
CLOSED
Shares0 from 1,561
Change-1,561 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-13
Brighton Securities Corp.
CLOSED
Shares0 from 1,531
Change-1,531 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-08
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 1,513
Change-1,513 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 1,509
Change-1,509 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$220.1K)
Filed 2026-11-05
Triton Wealth Management, Pllc
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$201.2K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 1,005
Change-1,005 (-100%)
Value$0 (-$148.4K)
Filed 2026-10-28
Summit Securities Group LLC
CLOSED
Shares0 from 844
Change-844 (-100%)
Value$0 (-$123.8K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$45.3K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$44.0K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$23.2K)
Filed 2026-10-23
Golden State Wealth Management, LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$14.5K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-20
Fulcrum Asset Management LLP
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$147)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 11,398,947
Change-11,398,947 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 5,778,907
Change-5,778,907 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,607,124
Change-4,607,124 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 3,401,455
Change-3,401,455 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,377,042
Change-3,377,042 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,034,454
Change-3,034,454 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,989,882
Change-2,989,882 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 2,975,967
Change-2,975,967 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,490,513
Change-2,490,513 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 2,141,056
Change-2,141,056 (-100%)
Value—
59 North Capital Management, LP
N/A
Shares— from 1,974,250
Change-1,974,250 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,943,875
Change-1,943,875 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,595,854
Change-1,595,854 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,475,520
Change-1,475,520 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,161,155
Change-1,161,155 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,148,214
Change-1,148,214 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,127,342
Change-1,127,342 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,088,844
Change-1,088,844 (-100%)
Value—
Reaves W H & Co Inc
N/A
Shares— from 1,075,353
Change-1,075,353 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,065,100
Change-1,065,100 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,040,102
Change-1,040,102 (-100%)
Value—
Merewether Investment Management, LP
N/A
Shares— from 946,016
Change-946,016 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 914,500
Change-914,500 (-100%)
Value—
Norges Bank
N/A
Shares— from 808,837
Change-808,837 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 801,809
Change-801,809 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 739,956
Change-739,956 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 645,752
Change-645,752 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 644,326
Change-644,326 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 604,557
Change-604,557 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 555,376
Change-555,376 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 446,313
Change-446,313 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 433,200
Change-433,200 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 429,489
Change-429,489 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 428,310
Change-428,310 (-100%)
Value—
UBS Group AG
N/A
Shares— from 426,754
Change-426,754 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 424,931
Change-424,931 (-100%)
Value—
Duff & Phelps Investment Management Co
N/A
Shares— from 419,342
Change-419,342 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 410,793
Change-410,793 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 407,626
Change-407,626 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 381,295
Change-381,295 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 366,636
Change-366,636 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 355,154
Change-355,154 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 338,518
Change-338,518 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 325,382
Change-325,382 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 299,252
Change-299,252 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 291,085
Change-291,085 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 284,163
Change-284,163 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 258,344
Change-258,344 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 254,644
Change-254,644 (-100%)
Value—
Barclays PLC
N/A
Shares— from 243,484
Change-243,484 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 229,815
Change-229,815 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 212,407
Change-212,407 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 200,663
Change-200,663 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 199,600
Change-199,600 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 189,909
Change-189,909 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 186,111
Change-186,111 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 184,346
Change-184,346 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 162,881
Change-162,881 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 159,551
Change-159,551 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 151,837
Change-151,837 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 146,400
Change-146,400 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 146,390
Change-146,390 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 128,619
Change-128,619 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 124,414
Change-124,414 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 117,231
Change-117,231 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 115,432
Change-115,432 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 113,087
Change-113,087 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 107,580
Change-107,580 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 105,885
Change-105,885 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 102,713
Change-102,713 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 101,612
Change-101,612 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 99,633
Change-99,633 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 97,075
Change-97,075 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 97,009
Change-97,009 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 95,378
Change-95,378 (-100%)
Value—
FMR LLC
N/A
Shares— from 86,563
Change-86,563 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 85,504
Change-85,504 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 82,775
Change-82,775 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 81,919
Change-81,919 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 81,477
Change-81,477 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 76,500
Change-76,500 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 74,614
Change-74,614 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 70,627
Change-70,627 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 67,969
Change-67,969 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,108
Change-66,108 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 66,050
Change-66,050 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 65,770
Change-65,770 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 64,627
Change-64,627 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 64,361
Change-64,361 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 61,955
Change-61,955 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 61,938
Change-61,938 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 61,766
Change-61,766 (-100%)
Value—
RR Advisors, LLC
N/A
Shares— from 61,733
Change-61,733 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 61,582
Change-61,582 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 60,700
Change-60,700 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 55,780
Change-55,780 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 55,678
Change-55,678 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 54,887
Change-54,887 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 54,239
Change-54,239 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 53,905
Change-53,905 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 50,173
Change-50,173 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 49,640
Change-49,640 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 49,111
Change-49,111 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 48,196
Change-48,196 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 47,766
Change-47,766 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,806
Change-46,806 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 45,641
Change-45,641 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 43,970
Change-43,970 (-100%)
Value—
Amundi
N/A
Shares— from 43,509
Change-43,509 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 42,682
Change-42,682 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 40,745
Change-40,745 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 40,041
Change-40,041 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 39,957
Change-39,957 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,411
Change-39,411 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 37,758
Change-37,758 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 37,606
Change-37,606 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 37,243
Change-37,243 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 36,456
Change-36,456 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 35,537
Change-35,537 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 35,402
Change-35,402 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 34,955
Change-34,955 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,983
Change-33,983 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 33,300
Change-33,300 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 33,227
Change-33,227 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 32,415
Change-32,415 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 31,876
Change-31,876 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 31,670
Change-31,670 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 30,859
Change-30,859 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 29,604
Change-29,604 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 28,191
Change-28,191 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 26,331
Change-26,331 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 25,855
Change-25,855 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,689
Change-25,689 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 23,278
Change-23,278 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 22,948
Change-22,948 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 21,433
Change-21,433 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 20,943
Change-20,943 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,298
Change-20,298 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 20,064
Change-20,064 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 19,435
Change-19,435 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,784
Change-18,784 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 17,912
Change-17,912 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 17,569
Change-17,569 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 17,539
Change-17,539 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 17,465
Change-17,465 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 17,123
Change-17,123 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Turas Capital Management LP
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 15,399
Change-15,399 (-100%)
Value—
&partners
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Allstate Corp
N/A
Shares— from 15,290
Change-15,290 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 15,182
Change-15,182 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,895
Change-14,895 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,194
Change-14,194 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,854
Change-13,854 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 13,711
Change-13,711 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,509
Change-13,509 (-100%)
Value—
Natixis
N/A
Shares— from 13,358
Change-13,358 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 13,280
Change-13,280 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 12,519
Change-12,519 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 12,300
Change-12,300 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11,487
Change-11,487 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,221
Change-11,221 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 11,216
Change-11,216 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,137
Change-10,137 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 9,038
Change-9,038 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,450
Change-8,450 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
Palo Duro Investment Partners, LP
N/A
Shares— from 8,341
Change-8,341 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,882
Change-7,882 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,738
Change-7,738 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Prudential PLC
N/A
Shares— from 7,269
Change-7,269 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,124
Change-7,124 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Dockside LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,814
Change-5,814 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,277
Change-5,277 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,718
Change-4,718 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Amplify Investments, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 992
Change-992 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 972
Change-972 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 952
Change-952 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 533
Change-533 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 457
Change-457 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 450
Change-450 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 401
Change-401 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 250
Change-250 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 240
Change-240 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 226
Change-226 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Centennial Bank
N/A
Shares— from 175
Change-175 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 150
Change-150 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 125
Change-125 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 110
Change-110 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 87
Change-87 (-100%)
Value—
S&T Bank
N/A
Shares— from 80
Change-80 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 80
Change-80 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 60
Change-60 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 52
Change-52 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 34
Change-34 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 33
Change-33 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 27
Change-27 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 14
Change-14 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Quarry LP
N/A
Shares— from 8
Change-8 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Motco
N/A
Shares— from 3
Change-3 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
DECREASED2,231,5712,274,247-42,676-2%$333.7M$266.6M-$67.1M2026-11-04
Bank of New York Mellon Corp
DECREASED839,326852,770-13,444-2%$125.1M$100.3M-$24.9M2026-11-05
TrinityBridge Ltd
DECREASED808,900823,100-14,200-2%$120.9M$96.7M-$24.2M2026-10-30
Cushing Asset Management, LP dba NXG Investment Management
DECREASED687,100730,100-43,000-6%$107.1M$82.1M-$25.0M2026-10-26
Eagle Global Advisors LLC
INCREASED641,891625,921+15,970+3%$91.8M$76.7M-$15.2M2026-11-02
Bahl & Gaynor LLC
INCREASED637,845618,471+19,374+3%$90.8M$76.2M-$14.6M2026-11-05
Chickasaw Capital Management LLC
INCREASED522,558378,792+143,766+38%$55.6M$62.4M+$6.8M2026-10-08
Principal Financial Group Inc
DECREASED441,581504,373-62,792-12%$74.0M$52.8M-$21.3M2026-11-02
Neos Investment Management LLC
INCREASED320,875210,368+110,507+53%$30.9M$38.3M+$7.5M2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
INCREASED319,956318,072+1,884+1%$46.7M$38.2M-$8.4M2026-10-26
Alps Advisors Inc
INCREASED287,181236,460+50,721+21%$34.7M$34.3M-$388.6K2026-11-03
Fractal Investments LLC
INCREASED285,999230,999+55,000+24%$33.9M$34.2M+$271.5K2026-10-28
Retirement Systems of Alabama
DECREASED225,622225,912-2900%$33.2M$27.0M-$6.2M2026-11-04
Miller Howard Investments Inc
INCREASED224,383210,124+14,259+7%$30.8M$26.8M-$4.0M2026-10-26
ProShare Advisors LLC
DECREASED200,939214,748-13,809-6%$31.5M$24.0M-$7.5M2026-10-29
Hennessy Advisors Inc
INCREASED154,280153,480+800+1%$22.5M$18.4M-$4.1M2026-10-28
Exchange Traded Concepts, LLC
DECREASED105,452108,079-2,627-2%$15.9M$12.6M-$3.3M2026-10-28
Catalyst Capital Advisors LLC
INCREASED97,46490,364+7,100+8%$13.3M$11.6M-$1.6M2026-11-02
Maryland State Retirement & Pension System
DECREASED94,154101,782-7,628-7%$14.9M$11.2M-$3.7M2026-11-05
Creative Planning
DECREASED85,52190,524-5,003-6%$13.3M$10.2M-$3.1M2026-11-02
New York State Teachers Retirement System
DECREASED80,68588,085-7,400-8%$12.9M$9.6M-$3.3M2026-10-22
Conestoga Capital Advisors, LLC
INCREASED70,61049,860+20,750+42%$7.3M$8.4M+$1.1M2026-11-02
Fifth Third Bancorp
INCREASED54,11048,731+5,379+11%$7.2M$6.5M-$686.2K2026-11-05
Lanark Financial, Inc.
INCREASED52,26051,976+284+1%$7.6M$6.2M-$1.4M2026-10-26
Amalgamated Bank
INCREASED45,49845,139+359+1%$6.6M$5.4M-$1.2M2026-10-23
Fort Washington Investment Advisors Inc
INCREASED37,34137,023+318+1%$5.4M$4.5M-$971.6K2026-10-15
State of Alaska, Department of Revenue
DECREASED37,19837,528-330-1%$5.5M$4.4M-$1.1M2026-10-15
Mutual of America Capital Management LLC
DECREASED37,17237,866-694-2%$5.6M$4.4M-$1.1M2026-10-23
Commonwealth Equity Services, LLC
DECREASED31,55432,848-1,294-4%$4.8M$3.8M-$1.1M2026-11-02
Louisiana State Employees Retirement System
INCREASED30,30029,900+400+1%$4.4M$3.6M-$767.6K2026-10-20
State of New Jersey Common Pension Fund D
UNCHANGED30,04430,04400%$4.4M$3.6M-$819.3K2026-11-05
Premier Fund Managers Ltd
DECREASED30,00034,000-4,000-12%$5.0M$3.7K-$5.0M2026-11-02
City Holding Co
INCREASED29,16828,594+574+2%$4.2M$3.5M-$711.2K2026-10-19
Thrivent Financial for Lutherans
DECREASED29,14840,099-10,951-27%$5.9M$3.5M-$2.4M2026-11-05
Vaughan David Investments LLC
DECREASED28,59929,487-888-3%$4.3M$3.4M-$910.0K2026-11-05
Arizona State Retirement System
INCREASED28,01827,445+573+2%$4.0M$3.3M-$680.0K2026-11-03
Asset Management One Co., Ltd.
DECREASED26,91329,391-2,478-8%$4.3M$3.2M-$1.1M2026-10-27
Yousif Capital Management, LLC
DECREASED26,50928,251-1,742-6%$4.1M$3.2M-$978.5K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED24,35024,422-720%$3.6M$2.9M-$674.6K2026-11-03
Citigroup Inc
DECREASED24,28928,200-3,911-14%$4.1M$2.9M-$1.2M2026-11-04
State of Michigan Retirement System
INCREASED23,95523,855+100+0%$3.5M$2.9M-$638.6K2026-10-27
First American Bank
INCREASED22,69422,498+196+1%$3.3M$2.7M-$590.1K2026-10-27
New Mexico Educational Retirement Board
INCREASED21,34819,748+1,600+8%$2.9M$2.6M-$348.0K2026-11-05
Oregon Public Employees Retirement Fund
INCREASED21,10521,050+55+0%$3.1M$2.5M-$567.5K2026-10-30
Ausbil Investment Management Ltd
UNCHANGED17,71117,71100%$2.5M$2.1M-$430.6K2026-10-08
Nisa Investment Advisors, LLC
INCREASED17,42417,222+202+1%$2.5M$2.1M-$445.1K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED15,58316,396-813-5%$2.4M$1.9M-$544.0K2026-11-02
Pictet Asset Management Holding SA
DECREASED15,49815,765-267-2%$2.3M$1.9M-$461.8K2026-11-03
New York Life Investment Management LLC
INCREASED15,33412,875+2,459+19%$1.9M$1.8M-$57.3K2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED15,20914,736+473+3%$2.2M$1.8M-$345.3K2026-10-19
Bright Rock Capital Management, LLC
UNCHANGED15,00015,00000%$2.2M$1.8M-$409.1K2026-10-05
CoreCap Advisors, LLC
DECREASED14,87115,133-262-2%$2.2M$1.8M-$443.9K2026-10-08
Achmea Investment Management B.V.
NEW14,300—+14,300——$1.7M—2026-10-30
Sigma Planning Corp
DECREASED14,27214,402-130-1%$2.1M$1.7M-$410.0K2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED13,52712,038+1,489+12%$1.7M$1.6M-$106.5K2026-11-04
Xponance LLC
INCREASED13,39713,302+95+1%$2.0M$1.6M-$351.4K2026-11-03
Virginia Retirement Systems ET Al
INCREASED12,7006,600+6,100+92%$968.5K$1.5M+$548.8K2026-10-28
TD Waterhouse Canada Inc.
INCREASED11,4559,477+1,978+21%$1.4M$1.4M+$13.5K2026-10-16
Retirement Guys Formula LLC
INCREASED11,37711,007+370+3%$1.6M$1.4M-$256.0K2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED11,2269,745+1,481+15%$1.4M$1.3M-$88.8K2026-10-15
Gilliland Jeter Wealth Management LLC
UNCHANGED11,21211,21200%$1.6M$1.3M-$305.8K2026-10-28
Truist Financial Corp
DECREASED11,02213,691-2,669-19%$2.0M$1.3M-$692.3K2026-10-30
Frank, Rimerman Advisors LLC
DECREASED10,78611,111-325-3%$1.6M$1.3M-$341.8K2026-10-16
Quadrant Capital Group LLC
INCREASED10,37510,277+98+1%$1.5M$1.3M-$195.1K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED10,02112,008-1,987-17%$1.7M$1.2M-$503.0K2026-10-13
US Bancorp \de\
DECREASED9,3969,702-306-3%$1.4M$1.1M-$301.1K2026-11-05
Inspire Investing, LLC
INCREASED9,2884,893+4,395+90%$718.0K$1.1M+$391.6K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED9,2669,433-167-2%$1.4M$1.1M-$277.2K2026-11-05
Oppenheimer Asset Management Inc.
INCREASED8,0835,373+2,710+50%$788.4K$965.7K+$177.2K2026-10-27
Crossmark Global Holdings, Inc.
DECREASED7,9468,044-98-1%$1.2M$949.3K-$231.1K2026-10-21
Kestra Advisory Services, LLC
DECREASED7,9248,207-283-3%$1.2M$946.6K-$257.6K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED7,8856,052+1,833+30%$888.1K$942.0K+$54.0K2026-10-13
Ethic Inc.
INCREASED7,6447,629+15+0%$1.1M$913.3K-$206.3K2026-11-03
AlphaCore Capital LLC
INCREASED7,5212,857+4,664+163%$419.2K$899.5K+$480.3K2026-11-04
Bokf, NA
INCREASED7,5207,496+24+0%$1.1M$898.4K-$201.5K2026-10-27
Praxis Investment Management Inc
INCREASED7,5033,577+3,926+110%$525.0K$896.0K+$371.0K2026-11-03
Swiss Life Asset Management Ltd
INCREASED6,7196,632+87+1%$973.2K$802.7K-$170.5K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED6,4946,295+199+3%$923.7K$775.8K-$147.9K2026-10-30
Parallel Advisors, LLC
DECREASED6,2776,311-34-1%$926.1K$749.9K-$176.2K2026-11-03
Gamma Investing LLC
DECREASED5,9466,549-603-9%$961.0K$710.4K-$250.6K2026-10-08
SS&H Financial Advisors, Inc.
UNCHANGED5,9005,90000%$866.0K$705.0K-$161.0K2026-10-28
Simon Quick Advisors, LLC
INCREASED5,8015,602+199+4%$822.0K$693.0K-$129.0K2026-10-26
Davenport & Co LLC
DECREASED5,6506,175-525-8%$906.1K$675.0K-$231.1K2026-10-14
Acorn Wealth Advisors, LLC
INCREASED5,5975,587+10+0%$819.8K$668.7K-$151.0K2026-10-19
First Citizens Bank & Trust Co
DECREASED5,56712,605-7,038-56%$1.8M$665.1K-$1.2M2026-10-14
Elm3 Financial Group, LLC
DECREASED4,6704,696-26-1%$689.1K$558.0K-$131.1K2026-10-07
HB Wealth Management, LLC
DECREASED4,6545,376-722-13%$789.0K$549.5K-$239.5K2026-10-23
Keybank National Association
INCREASED4,5993,311+1,288+39%$485.9K$549.4K+$63.6K2026-11-04
Sigma Investment Counselors Inc
INCREASED4,5863,303+1,283+39%$484.7K$547.9K+$63.2K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED4,5384,437+101+2%$651.2K$542.2K-$108.9K2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED4,4394,533-94-2%$665.2K$530.3K-$134.8K2026-10-09
Evergreen Capital Management LLC
DECREASED4,4074,438-31-1%$655.1K$530.3K-$124.7K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED4,3104,260+50+1%$625.1K$514.9K-$110.2K2026-11-04
Foguth Wealth Management, Llc.
INCREASED4,1263,703+423+11%$532.5K$510.3K-$22.2K2026-10-19
Oppenheimer & Co Inc
INCREASED4,0933,915+178+5%$574.5K$489.0K-$85.5K2026-10-26
Impact Capital Partners LLC
DECREASED3,9994,010-110%$588.4K$477.8K-$110.7K2026-10-22
Procyon Advisors, LLC
DECREASED3,9243,933-90%$577.1K$468.8K-$108.3K2026-10-21
Signal Advisors Wealth, LLC
DECREASED3,9174,302-385-9%$631.2K$467.9K-$163.3K2026-10-13
Strategic Financial Group, LLC
INCREASED3,8203,797+23+1%$557.2K$456.3K-$100.8K2026-10-08
Sculati Wealth Management, LLC
DECREASED3,8094,729-920-19%$685.9K$478.5K-$207.5K2026-10-19
Ritholtz Wealth Management
DECREASED3,7733,907-134-3%$573.4K$450.8K-$122.5K2026-11-05
Elco Management Co., LLC
INCREASED3,6503,550+100+3%$520.9K$436.1K-$84.9K2026-10-14
Cynosure Group, LLC
DECREASED3,6384,622-984-21%$678.2K$434.6K-$243.6K2026-11-03
Gateway Investment Advisers LLC
INCREASED3,5492,818+731+26%$413.5K$424.0K+$10.5K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED3,5283,002+526+18%$440.6K$421.5K-$19.1K2026-10-16
Farther Finance Advisors, LLC
DECREASED3,4123,758-346-9%$551.4K$407.6K-$143.8K2026-10-08
CX Institutional
INCREASED3,4033,388+15+0%$497.0K$407-$496.6K2026-10-02
Fifth Third Wealth Advisors LLC
INCREASED3,3623,310+52+2%$485.7K$401.7K-$84.1K2026-10-22
Blue Water Asset Management
DECREASED3,3393,359-20-1%$492.9K$398.9K-$94.0K2026-11-04
KBC Group NV
UNCHANGED3,2823,28200%$482.0K$392.0K-$90.0K2026-10-22
MGO One Seven LLC
DECREASED3,1763,498-322-9%$513.3K$379.4K-$133.9K2026-10-28
CIBC Asset Management Inc
UNCHANGED3,1703,17000%$465.2K$378.7K-$86.4K2026-11-05
North Dakota State Investment Board
INCREASED3,1153,018+97+3%$442.9K$372.1K-$70.7K2026-10-27
Cranbrook Wealth Management, LLC
DECREASED3,0553,072-17-1%$450.8K$365.0K-$85.8K2026-10-28
Citizens Financial Group Inc
INCREASED2,9542,751+203+7%$403.7K$352.9K-$50.8K2026-10-23
Blue Trust, Inc.
INCREASED2,9472,681+266+10%$393.4K$352.0K-$41.4K2026-10-15
Lakeshore Financial Planning, Inc.
INCREASED2,9362,933+3+0%$430.6K$350.7K-$79.9K2026-10-13
Sterling Capital Management LLC
DECREASED2,9343,059-125-4%$448.9K$350.5K-$98.4K2026-10-22
Parcion Private Wealth LLC
DECREASED2,8582,890-32-1%$424.1K$341.4K-$82.6K2026-10-28
CenterBook Partners LP
NEW2,851—+2,851——$340.6K—2026-11-02
Norden Group LLC
DECREASED2,8043,176-372-12%$466.0K$335.0K-$131.1K2026-10-20
Pinnacle Wealth Management Group, Inc.
UNCHANGED2,7532,75300%$404.0K$328.9K-$75.1K2026-10-15
Signaturefd, LLC
INCREASED2,7192,570+149+6%$377.1K$324.8K-$52.3K2026-10-23
Prospera Financial Services Inc
DECREASED2,6812,754-73-3%$404.2K$333.4K-$70.8K2026-11-04
Pinnacle Associates LTD
INCREASED2,6512,593+58+2%$380.4K$316.7K-$63.8K2026-10-20
Axxcess Wealth Management, LLC
DECREASED2,6363,798-1,162-31%$557.3K$314.9K-$242.4K2026-10-21
Wedmont Private Capital
DECREASED2,5682,598-30-1%$377.2K$317.8K-$59.3K2026-10-09
Apella Capital, LLC
INCREASED2,5452,528+17+1%$369.4K$312.3K-$57.1K2026-10-08
XML Financial, LLC
UNCHANGED2,5032,50300%$367.3K$299.0K-$68.3K2026-10-29
Center for Financial Planning, Inc.
INCREASED2,4972,391+106+4%$350.8K$298.4K-$52.4K2026-10-26
Princeton Global Asset Management LLC
INCREASED2,4972,493+4+0%$365.8K$298.3K-$67.6K2026-10-21
Secure Asset Management, LLC
DECREASED2,4882,606-118-5%$382.4K$297.2K-$85.2K2026-10-19
Capital Investment Advisors, LLC
DECREASED2,4372,730-293-11%$400.6K$291.1K-$109.5K2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED2,3662,616-250-10%$386.2K$284.7K-$101.4K2026-11-05
Greenleaf Trust
DECREASED2,3602,513-153-6%$368.8K$281.9K-$86.8K2026-10-29
William Mack & Associates, Inc.
UNCHANGED2,3272,32700%$341.5K$278.0K-$63.5K2026-10-27
Gradient Investments LLC
INCREASED2,2921,699+593+35%$249.3K$273.8K+$24.5K2026-10-08
PDS Planning, Inc
INCREASED2,2132,042+171+8%$299.6K$264.3K-$35.2K2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED2,2052,20500%$325.5K$265.4K-$60.1K2026-10-09
Finward Bancorp
UNCHANGED2,1852,18500%$320.6K$261.0K-$59.6K2026-10-14
Profund Advisors LLC
DECREASED2,1302,200-70-3%$322.8K$254.5K-$68.4K2026-10-29
Capital Asset Advisory Services LLC
INCREASED2,1112,011+100+5%$295.1K$260.3K-$34.7K2026-10-30
Values First Advisors, Inc.
DECREASED2,1052,191-86-4%$321.5K$251.5K-$70.0K2026-10-23
MacKenzie Financial Corp
INCREASED2,1011,419+682+48%$208.2K$251.0K+$42.8K2026-11-02
Glenview Trust Co
NEW2,072—+2,072——$247.5K—2026-10-28
Antonelli Financial Advisors, LLC
UNCHANGED2,0512,05100%$301.0K$245.0K-$56.0K2026-10-13
Palisade Asset Management, LLC
INCREASED2,0501,500+550+37%$220.1K$244.9K+$24.8K2026-11-03
Copeland Capital Management, LLC
DECREASED2,010221,486-219,476-99%$32.5M$240.1K-$32.3M2026-10-13
D.A. Davidson & Co.
INCREASED1,9981,989+9+0%$292.0K$238.8K-$53.2K2026-10-28
Venture Visionary Partners LLC
DECREASED1,9882,019-31-2%$296.3K$237.5K-$58.8K2026-10-07
GFS Advisors, LLC
INCREASED1,9751,275+700+55%$13.7M$236.0K-$13.5M2026-11-03
Curated Wealth Partners LLC
INCREASED1,9501,708+242+14%$250.6K$233.0K-$17.7K2026-10-15
Brighton Jones LLC
INCREASED1,9481,636+312+19%$240.1K$232.8K-$7.4K2026-11-03
Quantum Financial Advisors, LLC
UNCHANGED1,9241,92400%$282.3K$229.9K-$52.5K2026-11-03
Arbor Wealth Advisors LLC
UNCHANGED1,9041,90400%$279.4K$227.5K-$51.9K2026-10-09
Almanack Investment Partners, Llc.
UNCHANGED1,8701,87000%$274.4K$223.4K-$51.0K2026-11-03
Choreo, LLC
DECREASED1,8672,044-177-9%$299.9K$223.1K-$76.9K2026-10-28
SJS Investment Consulting Inc.
DECREASED1,8552,036-181-9%$298.8K$221.6K-$77.1K2026-10-26
McKinley Carter Wealth Services, Inc.
UNCHANGED1,8481,84800%$271.2K$220.8K-$50.4K2026-10-16
GEM Asset Management, LLC
UNCHANGED1,8101,81000%$265.6K$216.2K-$49.4K2026-10-13
Discipline Wealth Solutions, LLC
UNCHANGED1,7821,78200%$261.5K$212.9K-$48.6K2026-10-14
Assetmark, Inc
INCREASED1,753721+1,032+143%$105.8K$209.4K+$103.6K2026-10-21
Brown Wealth Management, LLC
DECREASED1,7481,772-24-1%$260.0K$208.8K-$51.2K2026-10-20
Inscription Capital, LLC
INCREASED1,7291,727+2+0%$253.4K$206.6K-$46.9K2026-11-02
Daiwa Securities Group Inc.
INCREASED1,7271,636+91+6%$240.1K$206.3K-$33.7K2026-10-29
Candriam S.C.A.
UNCHANGED1,6891,68900%$247.6K$202.5K-$45.1K2026-11-03
Nemes Rush Group LLC
INCREASED1,6761,669+7+0%$245.0K$200.2K-$44.7K2026-11-04
StoneX Group Inc.
NEW1,594—+1,594——$212.3K—2026-11-03
Midwest Capital Advisors, LLC
UNCHANGED1,5761,57600%$231.3K$188.3K-$43.0K2026-11-04
IFP Advisors, Inc
DECREASED1,4611,781-320-18%$261.3K$174.5K-$86.8K2026-10-16
SBI Securities Co., Ltd.
DECREASED1,4541,468-14-1%$215.4K$173.7K-$41.7K2026-10-22
Strs Ohio
DECREASED1,4312,185-754-35%$320.6K$171.0K-$149.7K2026-10-30
Central Trust Co
UNCHANGED1,3741,37400%$201.6K$164.2K-$37.5K2026-11-05
Larson Financial Group LLC
DECREASED1,2771,284-7-1%$188.5K$152.5K-$35.9K2026-11-05
Caitong International Asset Management Co., Ltd
NEW1,166—+1,166——$139.3K—2026-10-29
Vima LLC
UNCHANGED1,1411,14100%$167.4K$136.3K-$31.1K2026-10-23
North Star Investment Management Corp.
INCREASED1,1061,105+1+0%$162.1K$132.1K-$30.0K2026-10-27
American National Bank & Trust
DECREASED1,0811,095-14-1%$160.7K$129.1K-$31.5K2026-10-07
Versant Capital Management, Inc
INCREASED772701+71+10%$102.9K$92.2K-$10.6K2026-10-02
Burkett Financial Services, LLC
INCREASED687683+4+1%$100.3K$82.1K-$18.1K2026-10-01
GHP Investment Advisors, Inc.
UNCHANGED67967900%$99.6K$81.1K-$18.5K2026-10-15
Financial Perspectives, Inc
INCREASED645643+2+0%$94.4K$77.1K-$17.3K2026-11-03
Ascentis Independent Advisors
INCREASED562559+3+1%$82.1K$67.3K-$14.9K2026-11-03
Mather Group, Llc.
INCREASED561520+41+8%$76.3K$67.0K-$9.3K2026-10-14
Private Trust Co NA
DECREASED547588-41-7%$86.3K$65.4K-$20.9K2026-10-20
Hussman Strategic Advisors, Inc.
UNCHANGED50050000%$73.4K$59.7K-$13.6K2026-11-02
Pacific Center for Financial Services
UNCHANGED45945900%$67.4K$54.8K-$12.5K2026-10-15
Hilltop National Bank
INCREASED458341+117+34%$50.0K$54.7K+$4.7K2026-10-14
First Command Advisory Services, Inc.
UNCHANGED43943900%$64.4K$52.8K-$11.6K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED435458-23-5%$67.2K$52.0K-$15.2K2026-10-05
RHL Group, LLC
INCREASED423421+2+0%$61.9K$50.6K-$11.3K2026-11-04
Gen-Wealth Partners Inc
UNCHANGED41741700%$61.2K$49.8K-$11.4K2026-11-04
Concord Wealth Partners
UNCHANGED41041000%$60.2K$49.0K-$11.2K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED37737700%$55.0K$45.0K-$10.0K2026-10-14
Root Financial Partners, LLC
NEW373—+373——$44.6K—2026-10-21
TD Private Client Wealth LLC
DECREASED369455-86-19%$66.8K$44.1K-$22.7K2026-10-28
Spire Wealth Management
UNCHANGED34934900%$51.2K$41.7K-$9.5K2026-10-30
Ulland Investment Advisors, LLC
NEW326—+326——$39.0K—2026-10-13
First Horizon Corp
UNCHANGED31231200%$45.8K$37.3K-$8.5K2026-10-26
Westside Investment Management, Inc.
UNCHANGED30830800%$45.3K$37.4K-$7.9K2026-11-02
Essex Investment Management Co LLC
DECREASED301350-49-14%$51.4K$36.0K-$15.4K2026-10-19
Cassaday & Co Wealth Management LLC
UNCHANGED30130100%$44.2K$36.0K-$8.2K2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED27527500%$40.4K$32.9K-$7.5K2026-10-20
Parkside Financial Bank & Trust
INCREASED268235+33+14%$34.5K$32.0K-$2.5K2026-10-27
Bell Investment Advisors, Inc
UNCHANGED26526500%$38.9K$31.7K-$7.2K2026-10-29
Godsey & Gibb, Inc
UNCHANGED25025000%$36.7K$29.9K-$6.8K2026-10-14
Oakworth Capital, Inc.
UNCHANGED24924900%$35.8K$29.7K-$6.1K2026-10-26
V-Square Quantitative Management LLC
UNCHANGED23823800%$34.9K$28.4K-$6.5K2026-10-15
Trust Co of Toledo NA
DECREASED226350-124-35%$51.4K$27.0K-$24.4K2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED21521500%$31.5K$25.7K-$5.9K2026-11-05
Covestor Ltd
INCREASED21273+139+190%$11$25+$142026-10-30
Elyxium Wealth, LLC
NEW208—+208——$24.9K—2026-10-27
Foresight Capital Management Advisors, Inc.
NEW200—+200——$23.9K—2026-10-27
Dakota Community Bank & Trust NA
UNCHANGED20020000%$29.3K$23.9K-$5.5K2026-10-09
Tounjian Advisory Partners, LLC
INCREASED197196+1+1%$28.7K$23.5K-$5.2K2026-11-04
Mcdonald Partners LLC
UNCHANGED19419400%$28.5K$23.2K-$5.3K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED19319300%$28.3K$23.1K-$5.3K2026-10-21
Toth Financial Advisory Corp
UNCHANGED17417400%$25.5K$20.8K-$4.7K2026-10-08
Salomon & Ludwin, LLC
UNCHANGED14914900%$21.4K$17.8K-$3.6K2026-10-29
Fortitude Family Office, LLC
DECREASED137142-5-4%$20.8K$16.4K-$4.5K2026-10-14
Evermay Wealth Management LLC
UNCHANGED12912900%$18.9K$15.4K-$3.5K2026-11-05
Caldwell Trust Co
UNCHANGED12512500%$18.3K$14.9K-$3.4K2026-10-30
Hughes Financial Services, LLC
DECREASED124127-3-2%$18.6K$15.7K-$2.9K2026-10-30
Retirement Wealth Solutions LLC
UNCHANGED12212200%$17.9K$14.6K-$3.3K2026-10-07
Cdkv Holdings LLC
UNCHANGED11911900%$17.5K$14.2K-$3.2K2026-10-28
Bare Financial Services, Inc
INCREASED11854+64+119%$7.9K$14.1K+$6.2K2026-11-04
Beacon Investment Advisory Services, Inc.
NEW112—+112——$13.4K—2026-10-13
Planning Strategies Inc.
DECREASED108216-108-50%$31.7K$12.9K-$18.8K2026-10-02
Mascoma Wealth Management LLC
UNCHANGED10710700%$15.7K$12.8K-$2.9K2026-10-23
James T. Borello RIA
DECREASED105106-1-1%$15.6K$12.5K-$3.0K2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED999900%$14.6K$11.9K-$2.7K2026-11-03
Key FInancial Inc
UNCHANGED989800%$14.4K$11.7K-$2.7K2026-11-02
Grove Bank & Trust
UNCHANGED939300%$13.6K$11.1K-$2.5K2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED929200%$13.4K$11.0K-$2.4K2026-10-28
Centerpoint Advisors, LLC
DECREASED90267-177-66%$39.0K$11-$39.0K2026-11-05
WPG Advisers, LLC
INCREASED9084+6+7%$12.3K$10.8K-$1.6K2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED888800%$12.9K$10.5K-$2.4K2026-10-22
MB, Levis & Associates, LLC
UNCHANGED828200%$12.0K$9.8K-$2.2K2026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED757500%$11.0K$9.0K-$2.0K2026-10-15
Silver Grove Financial Group, Inc.
DECREASED7475-1-1%$11.1K$8.9K-$2.2K2026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED717100%$10.4K$8.5K-$1.9K2026-10-30
Contravisory Investment Management, Inc.
DECREASED67134-67-50%$19.7K$8.0K-$11.7K2026-10-13
Clark Wealth Partners
UNCHANGED646400%$9.4K$7.7K-$1.7K2026-10-19
Breakwater Investment Management
UNCHANGED646400%$9.4K$7.6K-$1.7K2026-10-20
Creative Financial Designs Inc
DECREASED6196-35-36%$14.1K$7.3K-$6.8K2026-11-04
Arlington Trust Co LLC
INCREASED5619+37+195%$2.8K$6.7K+$3.9K2026-10-20
Asset Planning,Inc
UNCHANGED555500%$8.1K$6.6K-$1.5K2026-10-26
Jacobi Capital Management LLC
NEW52—+52——$6.2K—2026-11-05
Entrust Financial LLC
NEW52—+52——$6.2K—2026-11-04
Asset Dedication, LLC
DECREASED5083-33-40%$12.2K$6.0K-$6.2K2026-11-03
Eastern Bank
UNCHANGED505000%$7.3K$6.0K-$1.4K2026-10-05
Coastline Trust Co
UNCHANGED505000%$7.3K$6.0K-$1.4K2026-10-01
CGC Financial Services, LLC
UNCHANGED505000%$7.3K$6.0K-$1.4K2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED505000%$7.3K$6.0K-$1.4K2026-10-09
Private Wealth Management Group, LLC
UNCHANGED494900%$7.2K$5.9K-$1.3K2026-10-19
IFS Advisors, LLC
UNCHANGED484800%$7.0K$5.7K-$1.3K2026-10-14
Manchester Capital Management LLC
INCREASED4745+2+4%$6.6K$5.6K-$9882026-10-22
1620 Investment Advisors, Inc.
UNCHANGED474700%$6.9K$5.6K-$1.3K2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED454500%$6.6K$5.4K-$1.2K2026-10-20
Albion Financial Group
UNCHANGED454500%$6.6K$5.4K-$1.2K2026-10-21
Southern Michigan Bank & Trust
UNCHANGED444400%$6.5K$5.3K-$1.2K2026-10-19
Clean Yield Group
UNCHANGED424200%$6.2K$5.0K-$1.1K2026-10-28
UMB Private Wealth Management, LLC
NEW40—+40——$4.8K—2026-10-19
Trust Co of Vermont
INCREASED4033+7+21%$4.8K$4.8K-$632026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED404000%$5.9K$4.8K-$1.1K2026-10-20
Creative Capital Management Investments LLC
INCREASED3926+13+50%$3.8K$4.7K+$8442026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED393900%$5.7K$4.7K-$1.1K2026-10-23
Cromwell Holdings LLC
INCREASED3615+21+140%$2.2K$4.3K+$2.1K2026-10-28
GK Wealth Management LLC
NEW35—+35——$4.2K—2026-10-09
Jnba Financial Advisors
NEW32—+32——$3.8K—2026-11-03
Avion Wealth
DECREASED3239-7-18%$5$3-$22026-11-04
Tsfg, LLC
DECREASED27117-90-77%$17.0K$3-$17.0K2026-10-23
Bfsg, LLC
UNCHANGED252500%$3.7K$3.0K-$6822026-10-30
True Wealth Design, LLC
UNCHANGED242400%$3.5K$2.9K-$6542026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED2224-2-8%$3.5K$2.6K-$8942026-10-27
Bay Harbor Wealth Management, LLC
INCREASED2221+1+5%$3.1K$2.6K-$4332026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED222200%$3$3$02026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED222200%$3.2K$2.6K-$5752026-10-29
Alpine Bank Wealth Management
UNCHANGED222200%$3.2K$2.6K-$6002026-10-16
Rakuten Securities, Inc.
INCREASED2017+3+18%$2.5K$2.4K-$1062026-11-02
Canton Hathaway, LLC
NEW17—+17——$2.0K—2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED161600%$2.3K$1.9K-$4362026-10-16
Meriwether Wealth & Planning, LLC
NEW15—+15——$1.8K—2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED151500%$2$2$02026-10-27
Strengthening Families & Communities, LLC
UNCHANGED151500%$2.2K$1.8K-$4042026-10-21
Bayban
UNCHANGED151500%$2.2K$2.2K$02026-11-05
Marquette Asset Management, LLC
UNCHANGED141400%$2.1K$1.7K-$3822026-10-09
Ascentis Wealth Management, LLC
NEW13—+13——$1.6K—2026-11-03
Financial Network Wealth Advisors LLC
NEW12—+12——$1.4K—2026-10-28
Financial Management Professionals, Inc.
UNCHANGED121200%$1.8K$1.4K-$3272026-10-23
Torren Management, LLC
UNCHANGED111100%$1.6K$1.3K-$2832026-10-29
Rossby Financial, LCC
INCREASED109+1+11%$1.3K$1.2K-$1262026-11-05
Harbor Investment Advisory, LLC
UNCHANGED101000%$1.5K$1.2K-$2722026-10-13
Highline Wealth Partners LLC
UNCHANGED101000%$1.5K$1.2K-$2722026-10-19
Provenance Wealth Advisors, LLC
NEW9—+9——$1.1K—2026-10-30
DecisionPoint Financial, LLC
UNCHANGED8800%$1.2K$961-$1902026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED8800%$1.2K$956-$2182026-10-16
Sunrise Financial Services, LLC
UNCHANGED7700%$1.0K$836-$1912026-10-21
Abound Wealth Management
UNCHANGED6600%$881$717-$1642026-10-26
TFC Financial Management, Inc.
UNCHANGED5500%$734$598-$1362026-10-26
Triumph Capital Management
UNCHANGED4400%$604$495-$1092026-10-14
Valued Wealth Advisors LLC
UNCHANGED4400%$591$482-$1092026-11-05
Burk Holdings LLC
UNCHANGED3300%$440$358-$822026-11-05
American Capital Advisory, LLC
UNCHANGED3300%$441$359-$822026-10-28
Signature Equity Partners, LLC
UNCHANGED2200%$293$239-$542026-10-29
Maseco LLP
NEW1—+1——$120—2026-10-27
Signature Resources Capital Management, LLC
NEW1—+1——$119—2026-10-16
Quaker Wealth Management, LLC
NEW1—+1——$120—2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED1100%$147$120-$272026-10-15
Mosley Wealth Management
UNCHANGED1100%$147$119-$282026-10-16
Cookson Peirce & Co Inc
CLOSED018,108-18,108-100%$2.7M$0-$2.7M2026-10-30
Atria Investments, Inc
CLOSED011,398-11,398-100%$1.7M$0-$1.7M2026-10-15
Jefferies Financial Group Inc.
CLOSED09,686-9,686-100%$1.4M$0-$1.4M2026-11-05
VestGen Advisors, LLC
CLOSED09,092-9,092-100%$1.3M$0-$1.3M2026-10-27
Harbor Capital Advisors, Inc.
CLOSED06,991-6,991-100%$1.0M$0-$1.0M2026-10-22
Burns Matteson Capital Management, LLC
CLOSED04,187-4,187-100%$614.4K$0-$614.4K2026-10-16
Vise Technologies, Inc.
CLOSED02,923-2,923-100%$429.0K$0-$429.0K2026-10-29
Lido Advisors, LLC
CLOSED02,725-2,725-100%$402.1K$0-$402.1K2026-11-04
International Assets Investment Management, LLC
CLOSED02,314-2,314-100%$332.7K$0-$332.7K2026-11-02
Compound Planning, Inc.
CLOSED01,939-1,939-100%$284.6K$0-$284.6K2026-11-05
Strategy Asset Managers LLC
CLOSED01,794-1,794-100%$263.3K$0-$263.3K2026-10-14
Wellington Shields & Co., LLC
CLOSED01,750-1,750-100%$256.8K$0-$256.8K2026-11-03
Mesirow Financial Investment Management, Inc.
CLOSED01,699-1,699-100%$249.3K$0-$249.3K2026-11-05
Columbia Asset Management
CLOSED01,633-1,633-100%$239.6K$0-$239.6K2026-10-19
C2c Wealth Management, LLC
CLOSED01,632-1,632-100%$239.5K$0-$239.5K2026-10-20
Perigon Wealth Management, LLC
CLOSED01,607-1,607-100%$235.7K$0-$235.7K2026-10-22
Chicago Capital, LLC
CLOSED01,561-1,561-100%$229.1K$0-$229.1K2026-10-13
Brighton Securities Corp.
CLOSED01,531-1,531-100%$224.6K$0-$224.6K2026-10-08
Forvis Mazars Wealth Advisors, LLC
CLOSED01,513-1,513-100%$222.0K$0-$222.0K2026-10-13
NBT Bank, N.A.
CLOSED01,509-1,509-100%$221.4K$0-$221.4K2026-10-21
Williams Jones Wealth Management, Llc.
CLOSED01,500-1,500-100%$220.1K$0-$220.1K2026-11-05
Triton Wealth Management, Pllc
CLOSED01,378-1,378-100%$201.2K$0-$201.2K2026-11-04
MCF Advisors LLC
CLOSED01,005-1,005-100%$148.4K$0-$148.4K2026-10-28
Summit Securities Group LLC
CLOSED0844-844-100%$123.8K$0-$123.8K2026-11-05
AdvisorNet Financial, Inc
CLOSED0309-309-100%$45.3K$0-$45.3K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED0300-300-100%$44.0K$0-$44.0K2026-10-26
Stone House Investment Management, LLC
CLOSED0158-158-100%$23.2K$0-$23.2K2026-10-23
Golden State Wealth Management, LLC
CLOSED099-99-100%$14.5K$0-$14.5K2026-11-02
Cornerstone Planning Group LLC
CLOSED045-45-100%$6.5K$0-$6.5K2026-10-16
LifeSteps Financial, Inc.
CLOSED041-41-100%$6.0K$0-$6.0K2026-10-15
Whipplewood Advisors, LLC
CLOSED012-12-100%$1.8K$0-$1.8K2026-10-20
Fulcrum Asset Management LLP
CLOSED08-8-100%$1.2K$0-$1.2K2026-11-04
Navigoe, LLC
CLOSED07-7-100%$1$0-$12026-11-04
Activest Wealth Management
CLOSED01-1-100%$147$0-$1472026-10-15
BlackRock, Inc.
N/A—11,398,947-11,398,947-100%$1.7B———
Vanguard Portfolio Management LLC
N/A—5,778,907-5,778,907-100%$848.0M———
Vanguard Capital Management LLC
N/A—4,607,124-4,607,124-100%$676.0M———
Geode Capital Management, LLC
N/A—3,401,455-3,401,455-100%$499.2M———
State Street Corp
N/A—3,377,042-3,377,042-100%$498.5M———
Deutsche Bank Ag\
N/A—3,034,454-3,034,454-100%$445.3M———
Neuberger Berman Group LLC
N/A—2,989,882-2,989,882-100%$438.8M———
Tortoise Capital Advisors, L.L.C.
N/A—2,975,967-2,975,967-100%$436.7M———
Blackstone Inc.
N/A—2,490,513-2,490,513-100%$365.5M———
T. Rowe Price Investment Management, Inc.
N/A—2,141,056-2,141,056-100%$314.2M———
59 North Capital Management, LP
N/A—1,974,250-1,974,250-100%$289.7M———
Goldman Sachs Group Inc
N/A—1,943,875-1,943,875-100%$285.2M———
Clearbridge Investments, LLC
N/A—1,595,854-1,595,854-100%$234.2M———
Massachusetts Financial Services Co
N/A—1,475,520-1,475,520-100%$232.7M———
Morgan Stanley
N/A—1,161,155-1,161,155-100%$170.4M———
Capital Research Global Investors
N/A—1,148,214-1,148,214-100%$168.5M———
Citadel Advisors LLC
N/A—1,127,342-1,127,342-100%$165.4M———
Invesco Ltd.
N/A—1,088,844-1,088,844-100%$159.8M———
Reaves W H & Co Inc
N/A—1,075,353-1,075,353-100%$157.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,065,100-1,065,100-100%$156.3M———
Westwood Holdings Group Inc
N/A—1,040,102-1,040,102-100%$152.6M———
Merewether Investment Management, LP
N/A—946,016-946,016-100%$138.8M———
Northern Trust Corp
N/A—914,500-914,500-100%$134.2M———
Norges Bank
N/A—808,837-808,837-100%$118.7M———
Charles Schwab Investment Management Inc
N/A—801,809-801,809-100%$117.7M———
Franklin Resources Inc
N/A—739,956-739,956-100%$108.6M———
Vanguard Fiduciary Trust Co
N/A—645,752-645,752-100%$94.8M———
Kayne Anderson Capital Advisors LP
N/A—644,326-644,326-100%$94.5M———
JPMorgan Chase & Co
N/A—604,557-604,557-100%$90.1M———
Bank of America Corp
N/A—555,376-555,376-100%$81.5M———
Brookfield Corp
N/A—446,313-446,313-100%$65.5M———
Energy Income Partners, LLC
N/A—433,200-433,200-100%$63.6M———
Gotham Asset Management, LLC
N/A—429,489-429,489-100%$63.0M———
Russell Investments Group, Ltd.
N/A—428,310-428,310-100%$62.9M———
UBS Group AG
N/A—426,754-426,754-100%$62.6M———
First Trust Advisors LP
N/A—424,931-424,931-100%$62.4M———
Duff & Phelps Investment Management Co
N/A—419,342-419,342-100%$61.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—410,793-410,793-100%$60.3M———
Eventide Asset Management, LLC
N/A—407,626-407,626-100%$59.8M———
Nuveen, LLC
N/A—381,295-381,295-100%$56.0M———
Alliancebernstein L.P.
N/A—366,636-366,636-100%$49.4M———
Recurrent Investment Advisors LLC
N/A—355,154-355,154-100%$52.1M———
Point72 Asset Management, L.P.
N/A—338,518-338,518-100%$49.7M———
Focus Partners Wealth
N/A—325,382-325,382-100%$47.8M———
CIBC Bancorp USA Inc.
N/A—299,252-299,252-100%$43.9M———
Envestnet Asset Management Inc
N/A—291,085-291,085-100%$42.7M———
Rhumbline Advisers
N/A—284,163-284,163-100%$41.7M———
Yaupon Capital Management LP
N/A—258,344-258,344-100%$37.9M———
Jennison Associates LLC
N/A—254,644-254,644-100%$37.4M———
Barclays PLC
N/A—243,484-243,484-100%$35.7M———
UBS Asset Management Americas LLC
N/A—229,815-229,815-100%$33.7M———
AQR Capital Management LLC
N/A—212,407-212,407-100%$31.2M———
California Public Employees Retirement System
N/A—200,663-200,663-100%$29.4M———
Swiss National Bank
N/A—199,600-199,600-100%$29.3M———
Voloridge Investment Management, LLC
N/A—189,909-189,909-100%$27.9M———
Pacer Advisors, Inc.
N/A—186,111-186,111-100%$27.3M———
Jain Global LLC
N/A—184,346-184,346-100%$27.1M———
Bank of Montreal
N/A—162,881-162,881-100%$23.9M———
Raymond James Financial Inc
N/A—159,551-159,551-100%$23.4M———
Legal & General Group Plc
N/A—151,837-151,837-100%$22.3M———
TD Asset Management Inc
N/A—146,400-146,400-100%$21.5M———
LPL Financial LLC
N/A—146,390-146,390-100%$21.5M———
Victory Capital Management Inc
N/A—128,619-128,619-100%$18.9M———
Lord, Abbett & Co. LLC
N/A—124,414-124,414-100%$18.3M———
Verition Fund Management LLC
N/A—117,231-117,231-100%$17.2M———
California State Teachers Retirement System
N/A—115,432-115,432-100%$16.9M———
BNP Paribas Financial Markets
N/A—113,087-113,087-100%$16.6M———
Wells Fargo & Company
N/A—107,580-107,580-100%$15.8M———
Ameriprise Financial Inc
N/A—105,885-105,885-100%$15.6M———
Edgestream Partners, L.P.
N/A—102,713-102,713-100%$15.1M———
Royal Bank of Canada
N/A—101,612-101,612-100%$14.9M———
Treasurer of the State of North Carolina
N/A—99,633-99,633-100%$14.6M———
Price T Rowe Associates Inc
N/A—97,075-97,075-100%$14.2M———
Pinnbrook Capital Management LP
N/A—97,009-97,009-100%$14.2M———
Manufacturers Life Insurance Company, the
N/A—95,378-95,378-100%$14.0M———
FMR LLC
N/A—86,563-86,563-100%$12.7M———
Van Eck Associates Corp
N/A—85,504-85,504-100%$12.5M———
Vanguard Asset Management, Ltd
N/A—82,775-82,775-100%$12.1M———
State Board of Administration of Florida Retirement System
N/A—81,919-81,919-100%$12.0M———
Two Sigma Investments, LP
N/A—81,477-81,477-100%$12.0M———
Ceredex Value Advisors LLC
N/A—76,500-76,500-100%$11.2M———
Allianz Asset Management GmbH
N/A—74,614-74,614-100%$10.9M———
Wellington Management Group LLP
N/A—70,627-70,627-100%$10.4M———
Freestone Grove Partners LP
N/A—67,969-67,969-100%$10.0M———
Cetera Investment Advisers
N/A—66,108-66,108-100%$9.7M———
New York State Common Retirement Fund
N/A—66,050-66,050-100%$9.7M———
LOS Angeles Capital Management LLC
N/A—65,770-65,770-100%$9.7M———
SG Americas Securities, LLC
N/A—64,627-64,627-100%$9.5M———
Dorsey Wright & Associates
N/A—64,361-64,361-100%$9.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—61,955-61,955-100%$9.1M———
SEI Investments Co
N/A—61,938-61,938-100%$9.1M———
Ensign Peak Advisors, Inc
N/A—61,766-61,766-100%$9.1M———
RR Advisors, LLC
N/A—61,733-61,733-100%$9.1M———
Tidal Investments LLC
N/A—61,582-61,582-100%$9.0M———
Canada Pension Plan Investment Board
N/A—60,700-60,700-100%$8.9M———
Quantinno Capital Management LP
N/A—55,780-55,780-100%$8.2M———
Stifel Financial Corp
N/A—55,678-55,678-100%$8.2M———
Millennium Management LLC
N/A—54,887-54,887-100%$8.1M———
Capital Innovations LLC
N/A—54,239-54,239-100%$8.0M———
Susquehanna Portfolio Strategies, LLC
N/A—53,905-53,905-100%$7.9M———
Ancora Advisors LLCA
N/A—50,173-50,173-100%$7.4M———
Ruffer LLP
N/A—49,640-49,640-100%$7.3M———
MetLife Investment Management, LLC
N/A—49,111-49,111-100%$7.2M———
Aptus Capital Advisors, LLC
N/A—48,196-48,196-100%$7.1M———
Vanguard Global Advisers, LLC
N/A—47,766-47,766-100%$7.0M———
Osaic Holdings, Inc.
N/A—46,806-46,806-100%$6.9M———
Police & Firemen's Retirement System of New Jersey
N/A—45,641-45,641-100%$6.7M———
Jupiter Topco LLC
N/A—43,970-43,970-100%$6.5M———
Amundi
N/A—43,509-43,509-100%$6.4M———
American Century Companies Inc
N/A—42,682-42,682-100%$6.3M———
Crawford Investment Counsel Inc
N/A—40,745-40,745-100%$6.0M———
Squarepoint Ops LLC
N/A—40,041-40,041-100%$5.9M———
Sagefield Capital LP
N/A—39,957-39,957-100%$5.9M———
Cerity Partners LLC
N/A—39,411-39,411-100%$5.8M———
Public Employees Retirement System of Ohio
N/A—37,758-37,758-100%$5.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—37,606-37,606-100%$5.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—37,243-37,243-100%$5.5M———
Bridgewater Associates, LP
N/A—36,456-36,456-100%$5.3M———
Federation des caisses Desjardins du Quebec
N/A—35,537-35,537-100%$5.2M———
State of Tennessee, Department of Treasury
N/A—35,402-35,402-100%$5.2M———
Credit Agricole S A
N/A—34,955-34,955-100%$5.1M———
HighTower Advisors, LLC
N/A—33,983-33,983-100%$5.0M———
Baird Financial Group, Inc.
N/A—33,300-33,300-100%$4.9M———
Sanctuary Advisors, LLC
N/A—33,227-33,227-100%$4.9M———
State of Wisconsin Investment Board
N/A—32,415-32,415-100%$4.8M———
Pathstone Holdings, LLC
N/A—31,876-31,876-100%$4.7M———
Teachers Retirement System of the State of Kentucky
N/A—31,670-31,670-100%$4.6M———
Natixis Advisors, LLC
N/A—30,859-30,859-100%$4.5M———
Ameritas Investment Partners, Inc.
N/A—29,604-29,604-100%$4.3M———
Aventail Capital Group, LP
N/A—28,191-28,191-100%$4.1M———
Vanguard Personalized Indexing Management, LLC
N/A—26,331-26,331-100%$3.9M———
Vanguard Investments Australia, Ltd.
N/A—25,855-25,855-100%$3.8M———
Janney Montgomery Scott LLC
N/A—25,689-25,689-100%$3.8M———
KLP Kapitalforvaltning AS
N/A—24,400-24,400-100%$3.6M———
Glenmede Trust Co NA
N/A—23,278-23,278-100%$3.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—22,948-22,948-100%$3.4M———
Johnson Investment Counsel Inc
N/A—21,433-21,433-100%$3.1M———
Brevan Howard Capital Management LP
N/A—20,943-20,943-100%$3.1M———
Commerce Bank
N/A—20,298-20,298-100%$3.0M———
Blue Chip Partners, LLC
N/A—20,064-20,064-100%$2.9M———
Vident Advisory, LLC
N/A—19,435-19,435-100%$2.9M———
Mercer Global Advisors Inc
N/A—18,784-18,784-100%$2.8M———
New Age Alpha Advisors, LLC
N/A—17,912-17,912-100%$2.6M———
Bernard Wealth Management Corp.
N/A—17,569-17,569-100%$2.6M———
MML Investors Services, LLC
N/A—17,539-17,539-100%$2.6M———
Coldstream Capital Management Inc
N/A—17,465-17,465-100%$2.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—17,123-17,123-100%$2.5M———
USS Investment Management Ltd
N/A—17,000-17,000-100%$2.5M———
Turas Capital Management LP
N/A—16,000-16,000-100%$2.3M———
PNC Financial Services Group, Inc.
N/A—15,399-15,399-100%$2.3M———
&partners
N/A—15,310-15,310-100%$2.2M———
Allstate Corp
N/A—15,290-15,290-100%$2.2M———
Cohen & Steers, Inc.
N/A—15,182-15,182-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—14,895-14,895-100%$2.2M———
Campbell & Co Investment Adviser LLC
N/A—14,648-14,648-100%$2.1M———
NewEdge Advisors, LLC
N/A—14,194-14,194-100%$2.1M———
EP Wealth Advisors, LLC
N/A—13,854-13,854-100%$2.0M———
XTX Topco Ltd
N/A—13,731-13,731-100%$2.0M———
ExodusPoint Capital Management, LP
N/A—13,711-13,711-100%$2.0M———
Cresset Asset Management, LLC
N/A—13,509-13,509-100%$2.0M———
Natixis
N/A—13,358-13,358-100%$2.0M———
Covalis Capital LLP
N/A—13,280-13,280-100%$1.9M———
Bridgewater Advisors Inc.
N/A—13,158-13,158-100%$1.8M———
Walleye Capital LLC
N/A—12,997-12,997-100%$1.9M———
Merit Financial Group, LLC
N/A—12,798-12,798-100%$1.9M———
Williamson Legacy Group, LLC
N/A—12,519-12,519-100%$1.8M———
Zurich Insurance Group Ltd
N/A—12,300-12,300-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—11,901-11,901-100%$1.7M———
Envestnet Portfolio Solutions, Inc.
N/A—11,777-11,777-100%$1.7M———
Hantz Financial Services, Inc.
N/A—11,487-11,487-100%$1.7M———
Jones Financial Companies Lllp
N/A—11,440-11,440-100%$1.7M———
Sequoia Financial Advisors, LLC
N/A—11,376-11,376-100%$1.7M———
Advisory Services Network, LLC
N/A—11,221-11,221-100%$1.6M———
Intech Investment Management LLC
N/A—11,216-11,216-100%$1.6M———
SIT Investment Associates Inc
N/A—11,150-11,150-100%$1.6M———
Drucker Wealth 3.0, LLC
N/A—10,940-10,940-100%$1.6M———
Metis Global Partners, LLC
N/A—10,860-10,860-100%$1.6M———
Teacher Retirement System of Texas
N/A—10,421-10,421-100%$1.5M———
Spartan Wealth Advisory Services LLC
N/A—10,137-10,137-100%$1.5M———
Brasada Capital Management, LP
N/A—10,057-10,057-100%$1.5M———
Castleark Management LLC
N/A—9,830-9,830-100%$1.4M———
AE Wealth Management LLC
N/A—9,600-9,600-100%$1.4M———
Federated Hermes, Inc.
N/A—9,038-9,038-100%$1.3M———
Gabelli Funds LLC
N/A—8,500-8,500-100%$1.2M———
Voya Investment Management LLC
N/A—8,467-8,467-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—8,450-8,450-100%$1.2M———
M&T Bank Corp
N/A—8,403-8,403-100%$1.2M———
Palo Duro Investment Partners, LP
N/A—8,341-8,341-100%$1.2M———
Harvest Investment Services, LLC
N/A—8,250-8,250-100%$1.2M———
Summit Trail Advisors, LLC
N/A—8,035-8,035-100%$1.2M———
Mariner, LLC
N/A—8,011-8,011-100%$1.2M———
Public Employees Retirement Association of Colorado
N/A—7,916-7,916-100%$1.2M———
Modern Wealth Management, LLC
N/A—7,882-7,882-100%$1.2M———
Jane Street Group, LLC
N/A—7,868-7,868-100%$1.2M———
Caprock Group, LLC
N/A—7,804-7,804-100%$1.2M———
Blair William & Co
N/A—7,738-7,738-100%$1.1M———
Captrust Financial Advisors
N/A—7,718-7,718-100%$1.1M———
Securian Asset Management, Inc
N/A—7,494-7,494-100%$1.1M———
Prudential PLC
N/A—7,269-7,269-100%$1.1M———
WNY Asset Management, LLC
N/A—7,239-7,239-100%$1.1M———
Savant Capital, LLC
N/A—7,167-7,167-100%$1.1M———
VestGen Investment Management
N/A—7,124-7,124-100%$1.0M———
Independent Advisor Alliance
N/A—6,668-6,668-100%$978.4K———
EntryPoint Capital, LLC
N/A—6,606-6,606-100%$969.4K———
Mirabella Financial Services LLP
N/A—6,500-6,500-100%$953.8K———
Two Sigma Securities, LLC
N/A—6,385-6,385-100%$936.9K———
Brown Brothers Harriman & Co
N/A—6,265-6,265-100%$919.3K———
Cary Street Partners Investment Advisory LLC
N/A—5,998-5,998-100%$880.1K———
Dockside LLC
N/A—5,952-5,952-100%$873.4K———
FSA Advisors, Inc.
N/A—5,946-5,946-100%$872.5K———
Prudential Financial Inc
N/A—5,821-5,821-100%$854.2K———
QRG Capital Management, Inc.
N/A—5,814-5,814-100%$853.1K———
Beacon Pointe Advisors, LLC
N/A—5,346-5,346-100%$784.5K———
Utah Retirement Systems
N/A—5,305-5,305-100%$778.5K———
Callan Family Office, LLC
N/A—5,300-5,300-100%$777.8K———
O'shaughnessy Asset Management, LLC
N/A—5,277-5,277-100%$774.3K———
Hopwood Nicholas Hunter
N/A—5,220-5,220-100%$766.0K———
PFG Investments, LLC
N/A—5,150-5,150-100%$755.8K———
Nykredit A/S
N/A—5,104-5,104-100%$749.0K———
Susquehanna International Group, LLP
N/A—4,932-4,932-100%$723.7K———
Azimuth Capital Investment Management LLC
N/A—4,718-4,718-100%$692.3K———
Hardy Reed LLC
N/A—4,700-4,700-100%$689.7K———
DnB Asset Management AS
N/A—4,661-4,661-100%$684.0K———
Meeder Advisory Services, Inc.
N/A—4,642-4,642-100%$681.2K———
Vestmark Advisory Solutions, Inc.
N/A—4,597-4,597-100%$674.6K———
FOX RUN Management, L.L.C.
N/A—4,555-4,555-100%$668.4K———
Guggenheim Capital LLC
N/A—4,521-4,521-100%$663.4K———
M1 Capital Management LLC
N/A—4,109-4,109-100%$603.0K———
Private Advisor Group, LLC
N/A—4,016-4,016-100%$589.3K———
Strategic Investment Advisors / MI
N/A—3,892-3,892-100%$571.1K———
Legacy Capital Group California, Inc.
N/A—3,788-3,788-100%$555.9K———
Eurizon Capital SGR S.p.A.
N/A—3,742-3,742-100%$553.4K———
GSA Capital Partners LLP
N/A—3,727-3,727-100%$547.0K———
Great Lakes Advisors, LLC
N/A—3,708-3,708-100%$544.1K———
Harbour Investments, Inc.
N/A—3,685-3,685-100%$540.8K———
Arax Advisory Partners
N/A—3,654-3,654-100%$536.2K———
Panagora Asset Management Inc
N/A—3,623-3,623-100%$531.6K———
Kingsview Wealth Management, LLC
N/A—3,613-3,613-100%$530.2K———
Integrated Wealth Concepts LLC
N/A—3,602-3,602-100%$528.5K———
Allworth Financial LP
N/A—3,503-3,503-100%$514.1K———
Arbor Trust Wealth Advisors, LLC
N/A—3,407-3,407-100%$499.9K———
Centaurus Financial, Inc.
N/A—3,315-3,315-100%$486.0K———
SBI Okasan Asset Management Co.Ltd.
N/A—3,300-3,300-100%$488.0K———
Shelton Capital Management
N/A—3,291-3,291-100%$482.9K———
Whalerock Point Partners, LLC
N/A—3,218-3,218-100%$472.2K———
Dougherty & Associates, LLC
N/A—3,161-3,161-100%$463.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,051-3,051-100%$447.7K———
Marshall Wace, LLP
N/A—2,978-2,978-100%$437.0K———
Ballentine Partners, LLC
N/A—2,961-2,961-100%$434.5K———
Advance Capital Management, Inc.
N/A—2,947-2,947-100%$432.4K———
MAI Capital Management
N/A—2,922-2,922-100%$428.8K———
Equitable Holdings, Inc.
N/A—2,915-2,915-100%$427.8K———
Navellier & Associates Inc
N/A—2,771-2,771-100%$406.6K———
HSBC Holdings PLC
N/A—2,751-2,751-100%$403.7K———
Twin City Private Wealth, LLC
N/A—2,742-2,742-100%$404.8K———
Holocene Advisors, LP
N/A—2,737-2,737-100%$401.6K———
Qsemble Capital Management, LP
N/A—2,707-2,707-100%$397.2K———
Icon Wealth Advisors, LLC
N/A—2,656-2,656-100%$389.7K———
Hudson Value Partners, LLC
N/A—2,651-2,651-100%$389.0K———
Waverly Advisors, LLC
N/A—2,635-2,635-100%$386.7K———
Advisory Alpha, LLC
N/A—2,625-2,625-100%$385.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,620-2,620-100%$384.5K———
Rehmann Capital Advisory Group
N/A—2,531-2,531-100%$371.5K———
Stonebrook Private Inc.
N/A—2,524-2,524-100%$370.3K———
Collaborative Capital Advisors LLC
N/A—2,475-2,475-100%$365.4K———
Mutual Advisors, LLC
N/A—2,462-2,462-100%$361.3K———
Huntington National Bank
N/A—2,457-2,457-100%$360.5K———
NewEdge Wealth, LLC
N/A—2,430-2,430-100%$356.5K———
Lazard Asset Management LLC
N/A—2,401-2,401-100%$352.3K———
Valmark Advisers, Inc.
N/A—2,392-2,392-100%$351.0K———
Meiji Yasuda Asset Management Co Ltd.
N/A—2,346-2,346-100%$344.3K———
United Capital Financial Advisors, LLC
N/A—2,319-2,319-100%$340.3K———
Morton Community Bank
N/A—2,300-2,300-100%$337.5K———
Ingalls & Snyder LLC
N/A—2,197-2,197-100%$322.0K———
Horizon Investments, LLC
N/A—2,160-2,160-100%$317.0K———
OneAscent Investment Solutions LLC
N/A—2,159-2,159-100%$316.8K———
AlphaGrep UK Ltd
N/A—2,158-2,158-100%$316.7K———
BNP Paribas Asset Management Holding S.A.
N/A—2,047-2,047-100%$300.4K———
Money Concepts Capital Corp
N/A—2,046-2,046-100%$300.2K———
Wealthfront Advisers LLC
N/A—2,034-2,034-100%$298.5K———
McMillan Office, Inc.
N/A—2,009-2,009-100%$294.8K———
Amplify Investments, LLC
N/A—2,000-2,000-100%$293.5K———
Sound View Wealth Advisors Group, LLC
N/A—1,991-1,991-100%$292.2K———
Aristotle Capital Management, LLC
N/A—1,982-1,982-100%$290.8K———
Snowden Capital Advisors LLC
N/A—1,945-1,945-100%$287.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,932-1,932-100%$285.2K———
Advisors Capital Management, LLC
N/A—1,910-1,910-100%$280.4K———
Fisher Asset Management, LLC
N/A—1,881-1,881-100%$276.0K———
Gladstone Institutional Advisory LLC
N/A—1,785-1,785-100%$261.9K———
OneDigital Investment Advisors LLC
N/A—1,730-1,730-100%$253.9K———
Composition Wealth, LLC
N/A—1,729-1,729-100%$253.7K———
Checchi Capital Advisers, LLC
N/A—1,728-1,728-100%$253.6K———
iSAM Funds (UK) Ltd
N/A—1,700-1,700-100%$249.5K———
Diversified Trust Co
N/A—1,689-1,689-100%$247.8K———
Wealthspire Advisors, LLC
N/A—1,683-1,683-100%$247.1K———
Cary Street Partners Financial LLC
N/A—1,675-1,675-100%$245.8K———
Balanced Wealth Group LLC
N/A—1,659-1,659-100%$243.5K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—1,647-1,647-100%$241.7K———
Prelude Capital Management, LLC
N/A—1,619-1,619-100%$237.6K———
Frec Markets, Inc.
N/A—1,614-1,614-100%$236.8K———
Rafferty Asset Management, LLC
N/A—1,608-1,608-100%$236.0K———
DV Trading LLC
N/A—1,600-1,600-100%$234.8K———
Sovereign Financial Group, Inc.
N/A—1,541-1,541-100%$226.1K———
Greenland Capital Management LP
N/A—1,500-1,500-100%$220.1K———
NorthCoast Asset Management LLC
N/A—1,474-1,474-100%$216.3K———
Savvy Advisors, Inc.
N/A—1,439-1,439-100%$211.1K———
Principal Securities, Inc.
N/A—1,439-1,439-100%$211.2K———
Smartleaf Asset Management LLC
N/A—1,437-1,437-100%$212.5K———
Worldquant Millennium Advisors LLC
N/A—1,400-1,400-100%$205.4K———
Summit Financial, LLC
N/A—1,398-1,398-100%$206.4K———
Essex Financial Services, Inc.
N/A—1,385-1,385-100%$203.2K———
PCM Encore, LLC
N/A—1,383-1,383-100%$202.9K———
Virtus Investment Advisers, LLC
N/A—1,346-1,346-100%$197.5K———
UMB Bank, n.a.
N/A—1,213-1,213-100%$178.0K———
BFC Planning, Inc.
N/A—1,120-1,120-100%$164.3K———
Global Retirement Partners, LLC
N/A—1,107-1,107-100%$162.4K———
Quent Capital, LLC
N/A—1,006-1,006-100%$147.6K———
Highland Investment Advisors LLC
N/A—1,000-1,000-100%$146.7K———
Geneos Wealth Management Inc.
N/A—992-992-100%$145.6K———
Northwestern Mutual Wealth Management Co
N/A—972-972-100%$142.6K———
Venturi Wealth Management, LLC
N/A—969-969-100%$142.2K———
Harvest Fund Management Co., Ltd
N/A—952-952-100%$140.0K———
Rialto Wealth Management, LLC
N/A—878-878-100%$128.8K———
Delta Asset Management LLC
N/A—764-764-100%$112.1K———
Webster Bank, N. A.
N/A—725-725-100%$106.4K———
Clearstead Advisors, LLC
N/A—704-704-100%$103.3K———
Rothschild Investment LLC
N/A—699-699-100%$102.6K———
Acadian Asset Management LLC
N/A—572-572-100%$83———
GeoWealth Management, LLC
N/A—552-552-100%$81.0K———
Basecamp Wealth Advisors LLC
N/A—551-551-100%$80.9K———
Crews Bank & Trust
N/A—533-533-100%$78.2K———
Keating Financial Advisory Services, Inc.
N/A—478-478-100%$70.1K———
Bessemer Group Inc
N/A—457-457-100%$53.0K———
Aster Capital Management (Difc) Ltd
N/A—450-450-100%$66.0K———
Steward Partners Investment Advisory, LLC
N/A—419-419-100%$61.5K———
Fiduciary Financial Advisors
N/A—401-401-100%$58.5K———
Tiaa Wealth Investment Management LLC
N/A—306-306-100%$45.2K———
LRI Investments, LLC
N/A—305-305-100%$44.8K———
SOA Wealth Advisors, Llc.
N/A—278-278-100%$40.8K———
Crewe Advisors LLC
N/A—254-254-100%$37.3K———
Tidemark, LLC
N/A—250-250-100%$36.7K———
Johnson Financial Group, Inc.
N/A—250-250-100%$36.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—250-250-100%$36.7K———
Continuum Advisory, LLC
N/A—247-247-100%$36.2K———
Nomura Asset Management Co LTD
N/A—240-240-100%$35.2K———
Premier Financial Group
N/A—226-226-100%$33.2K———
HHM Wealth Advisors, LLC
N/A—220-220-100%$32.3K———
Silvant Capital Management LLC
N/A—210-210-100%$30.8K———
Leo H. Evart, Inc.
N/A—205-205-100%$30.1K———
Sittner & Nelson, LLC
N/A—181-181-100%$26.6K———
Centennial Bank
N/A—175-175-100%$25.7K———
HM Payson & Co
N/A—150-150-100%$22.0K———
Heritage Wealth Advisors
N/A—150-150-100%$22.0K———
CVA Family Office, LLC
N/A—131-131-100%$19.2K———
Mcguire Capital Advisors Inc
N/A—125-125-100%$18.3K———
Atlantic Union Bankshares Corp
N/A—110-110-100%$16.1K———
Clearstead Trust, LLC
N/A—108-108-100%$15.8K———
Meeder Asset Management Inc
N/A—100-100-100%$14.7K———
Raffa Wealth Management, LLC
N/A—95-95-100%$13.9K———
Smithfield Trust Co
N/A—87-87-100%$13———
S&T Bank
N/A—80-80-100%$11.7K———
Strategic Wealth Partners, Ltd.
N/A—80-80-100%$11.7K———
N.E.W. Advisory Services LLC
N/A—72-72-100%$10.6K———
Walsh & Associates, LLC
N/A—66-66-100%$9.7K———
BankPlus Trust Department
N/A—60-60-100%$8.8K———
Capital Analysts, LLC
N/A—54-54-100%$8.0K———
Whittier Trust Co of Nevada Inc
N/A—52-52-100%$7.6K———
Beaird Harris Wealth Management, LLC
N/A—50-50-100%$7.3K———
1 North Wealth Services LLC
N/A—50-50-100%$7.3K———
Kemnay Advisory Services Inc.
N/A—43-43-100%$6.3K———
Luminist Capital LLC
N/A—37-37-100%$5.4K———
Cornerstone Financial Management LLC
N/A—35-35-100%$5.1K———
Transamerica Financial Advisors, LLC
N/A—35-35-100%$5.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—34-34-100%$5.0K———
Sachetta, LLC
N/A—33-33-100%$4.9K———
Horizon Bancorp Inc
N/A—33-33-100%$5.0K———
Caldwell Sutter Capital, Inc.
N/A—30-30-100%$4.4K———
Zions Bancorporation, National Association
N/A—27-27-100%$4.0K———
JPL Wealth Management, LLC
N/A—25-25-100%$3.7K———
JDM Financial Group LLC
N/A—18-18-100%$2.6K———
Anchor Investment Management, LLC
N/A—17-17-100%$2.5K———
SHP Wealth Management
N/A—14-14-100%$2.1K———
HFM Investment Advisors, LLC
N/A—14-14-100%$2.1K———
Vanguard National Trust Co
N/A—14-14-100%$2.1K———
Bruce G. Allen Investments, LLC
N/A—12-12-100%$1.8K———
Prestige Wealth Management Group LLC
N/A—9-9-100%$1.3K———
Ameriflex Group, Inc.
N/A—9-9-100%$1.3K———
Quarry LP
N/A—8-8-100%$1.2K———
FWL Investment Management, LLC
N/A—5-5-100%$734———
Motco
N/A—3-3-100%$440———
Atlas Capital Advisors Inc.
N/A—2-2-100%$293———
Dunhill Financial, LLC
N/A—2-2-100%$304———
SouthState Bank Corp
N/A—1-1-100%$147———
Erste Asset Management GmbH
N/A—00—$0———
Showing 738 of 738 institutions