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Trump Media & Technology GRO (DJT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares4,484,285 from 4,434,025
Change+50,260 (+1%)
Value$40.6M (+$6.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares504,496 from 522,844
Change-18,348 (-4%)
Value$4.6M (+$523.9K)
Filed 2026-11-05
Wolverine Asset Management LLC
INCREASED
Shares331,338 from 161,871
Change+169,467 (+105%)
Value$3.0M (+$1.7M)
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares157,592 from 171,605
Change-14,013 (-8%)
Value$1.4M (+$99.6K)
Filed 2026-11-06
Sapient Capital LLC
UNCHANGED
Shares145,569 from 145,569
Change0 (0%)
Value$1.3M (+$192.2K)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares133,169 from 150,342
Change-17,173 (-11%)
Value$1.2M (+$42.9K)
Filed 2026-11-06
TrinityBridge Ltd
NEW
Shares133,000
Change+133,000
Value$1.2M
Filed 2026-10-30
Total Clarity Wealth Management, Inc.
DECREASED
Shares90,312 from 95,728
Change-5,416 (-6%)
Value$818.2K (+$77.3K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
INCREASED
Shares72,161 from 70,201
Change+1,960 (+3%)
Value$653.8K (+$110.4K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares70,977 from 60,833
Change+10,144 (+17%)
Value$643.1K (+$172.2K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares63,626 from 57,073
Change+6,553 (+11%)
Value$576.5K (+$134.7K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares54,769 from 50,418
Change+4,351 (+9%)
Value$496.2K (+$106.0K)
Filed 2026-11-02
Handelsbanken Fonder AB
UNCHANGED
Shares53,100 from 53,100
Change0 (0%)
Value$481.0K (+$480.6K)
Filed 2026-11-09
Virginia Retirement Systems ET Al
DECREASED
Shares47,600 from 50,100
Change-2,500 (-5%)
Value$431.3K (+$43.5K)
Filed 2026-10-28
Trueblood Wealth Management, LLC
INCREASED
Shares45,047 from 35,047
Change+10,000 (+29%)
Value$408.1K (+$136.9K)
Filed 2026-10-23
Arizona State Retirement System
INCREASED
Shares44,855 from 43,906
Change+949 (+2%)
Value$406.4K (+$66.6K)
Filed 2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares44,426 from 48,567
Change-4,141 (-9%)
Value$402.5K (+$26.6K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares42,942 from 40,620
Change+2,322 (+6%)
Value$352.1K (+$5.2K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares40,491 from 36,948
Change+3,543 (+10%)
Value$366.8K (+$80.9K)
Filed 2026-11-06
Dimensional Fund Advisors LP
NEW
Shares26,913
Change+26,913
Value$243.8K
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares26,770 from 36,790
Change-10,020 (-27%)
Value$243.0K (-$42.0K)
Filed 2026-11-02
Vontobel Holding Ltd.
DECREASED
Shares25,789 from 38,621
Change-12,832 (-33%)
Value$233.6K (-$65.3K)
Filed 2026-10-16
Asset One Wealth Management LLC
DECREASED
Shares22,177 from 24,829
Change-2,652 (-11%)
Value$200.9K (-$36.7K)
Filed 2026-11-02
Pictet Asset Management Holding SA
UNCHANGED
Shares22,166 from 22,166
Change0 (0%)
Value$200.8K (+$29.3K)
Filed 2026-11-03
Bank of Montreal
NEW
Shares21,903
Change+21,903
Value$198.4K
Filed 2026-11-09
ProShare Advisors LLC
DECREASED
Shares20,493 from 21,371
Change-878 (-4%)
Value$185.7K (+$20.3K)
Filed 2026-10-29
Savant Capital, LLC
NEW
Shares20,207
Change+20,207
Value$183.1K
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
NEW
Shares19,970
Change+19,970
Value$180.9K
Filed 2026-10-29
Merit Financial Group, LLC
NEW
Shares18,687
Change+18,687
Value$169.3K
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares18,393 from 86,767
Change-68,374 (-79%)
Value$166.6K (-$504.9K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares17,977 from 18,576
Change-599 (-3%)
Value$162.9K (+$19.1K)
Filed 2026-11-02
RIA Advisory Group LLC
UNCHANGED
Shares16,791 from 16,791
Change0 (0%)
Value$152.1K (+$22.2K)
Filed 2026-10-15
Xponance LLC
DECREASED
Shares15,523 from 15,797
Change-274 (-2%)
Value$140.6K (+$18.4K)
Filed 2026-11-03
Center for Financial Planning, Inc.
UNCHANGED
Shares14,805 from 14,805
Change0 (0%)
Value$134.1K (+$19.5K)
Filed 2026-10-26
Abel Hall, LLC
NEW
Shares13,913
Change+13,913
Value$126.1K
Filed 2026-10-19
Bayforest Capital Ltd
INCREASED
Shares13,003 from 11,921
Change+1,082 (+9%)
Value$117.8K (+$25.5K)
Filed 2026-11-03
Facet Wealth, Inc.
NEW
Shares12,422
Change+12,422
Value$112.5K
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares12,380 from 57,390
Change-45,010 (-78%)
Value$112.2K (-$332.0K)
Filed 2026-11-05
Client 1ST Advisory Group, LLC
INCREASED
Shares12,359 from 12,299
Change+60 (+0%)
Value$112.0K (+$16.8K)
Filed 2026-10-19
Amundi
UNCHANGED
Shares11,992 from 11,992
Change0 (0%)
Value$108.6K (+$15.8K)
Filed 2026-11-06
Symmetry Partners, LLC
DECREASED
Shares11,350 from 13,747
Change-2,397 (-17%)
Value$102.8K (-$3.6K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
NEW
Shares11,095
Change+11,095
Value$100.5K
Filed 2026-10-14
Ibex Wealth Advisors
NEW
Shares11,050
Change+11,050
Value$100.1K
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares10,572 from 11,199
Change-627 (-6%)
Value$95.8K (+$9.1K)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares10,206
Change+10,206
Value$92.5K
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares10,005 from 10,053
Change-48 (0%)
Value$90.6K (+$12.8K)
Filed 2026-10-22
Lincoln Capital Corp
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$90.6K (+$13.2K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares9,358 from 9,297
Change+61 (+1%)
Value$84.8K (+$12.8K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares6,664 from 6,659
Change+5 (+0%)
Value$60.4K (+$8.8K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares6,599 from 3,187
Change+3,412 (+107%)
Value$59.8K (+$35.1K)
Filed 2026-11-05
Summit Securities Group LLC
NEW
Shares5,919
Change+5,919
Value$53.6K
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares5,590 from 5,583
Change+7 (+0%)
Value$50.6K (+$7.4K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,851 from 4,849
Change+2 (+0%)
Value$44.0K (+$6.4K)
Filed 2026-10-27
KBC Group NV
UNCHANGED
Shares4,766 from 4,766
Change0 (0%)
Value$43.0K (+$6.0K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares4,734 from 3,043
Change+1,691 (+56%)
Value$42.9K (+$19.4K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares4,317
Change+4,317
Value$39.1K
Filed 2026-10-21
Nykredit A/S
UNCHANGED
Shares4,054 from 4,054
Change0 (0%)
Value$36.7K (+$5.4K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares3,760 from 3,586
Change+174 (+5%)
Value$34.1K (+$6.3K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares3,619 from 119
Change+3,500 (+2941%)
Value$32.8K (+$31.9K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares3,215 from 3,011
Change+204 (+7%)
Value$24.9K (+$1.6K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares3,178 from 3,289
Change-111 (-3%)
Value$28.8K (+$3.3K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares3,049 from 1,833
Change+1,216 (+66%)
Value$27.6K (+$13.4K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$27.2K (+$4.0K)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares2,980 from 3,313
Change-333 (-10%)
Value$27.0K (+$1.4K)
Filed 2026-11-09
IFS Advisors, LLC
NEW
Shares2,420
Change+2,420
Value$21.9K
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares2,338 from 2,338
Change0 (0%)
Value$21.2K (+$3.1K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares2,305 from 1,042
Change+1,263 (+121%)
Value$20.9K (+$12.8K)
Filed 2026-10-02
Reap Financial Group, LLC
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$19.1K (+$2.8K)
Filed 2026-11-02
Gamma Investing LLC
DECREASED
Shares2,055 from 2,145
Change-90 (-4%)
Value$18.6K (+$2.0K)
Filed 2026-10-08
Main Street Group, LTD
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$17.0K (+$2.5K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares1,749 from 1,749
Change0 (0%)
Value$15.8K (+$2.3K)
Filed 2026-11-05
Geneos Wealth Management Inc.
DECREASED
Shares1,676 from 1,846
Change-170 (-9%)
Value$15.2K (+$897)
Filed 2026-11-09
IFG Advisory, LLC
DECREASED
Shares1,675 from 2,685
Change-1,010 (-38%)
Value$15.2K (-$5.6K)
Filed 2026-11-09
N.E.W. Advisory Services LLC
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$15.0K (+$2.2K)
Filed 2026-11-09
Fulcrum Asset Management LLP
NEW
Shares1,596
Change+1,596
Value$14.5K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares1,450
Change+1,450
Value$13.1K
Filed 2026-11-04
Pittenger & Anderson Inc
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$12.2K (+$1.8K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,306 from 1,157
Change+149 (+13%)
Value$11.8K (+$2.9K)
Filed 2026-11-06
IMG Wealth Management, Inc.
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$10.7K (+$1.6K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares1,160 from 945
Change+215 (+23%)
Value$10.5K (+$3.2K)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$10.5K (+$1.5K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
DECREASED
Shares1,083 from 1,651
Change-568 (-34%)
Value$9.8K (-$3.0K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.1K (+$1.0K)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares959 from 959
Change0 (0%)
Value$8.7K (+$1.3K)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares917 from 140
Change+777 (+555%)
Value$8.3K (+$7.2K)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$8.2K (+$1.2K)
Filed 2026-10-30
Essential Partners LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$7.9K (+$1.1K)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares848
Change+848
Value$8
Filed 2026-10-02
Nfsg Corp
DECREASED
Shares845 from 855
Change-10 (-1%)
Value$7.7K (+$1.0K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$7.0K (+$1.0K)
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares709 from 737
Change-28 (-4%)
Value$6 ($0)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$6.4K (+$926)
Filed 2026-10-26
Hantz Financial Services, Inc.
INCREASED
Shares623 from 373
Change+250 (+67%)
Value$6 (+$3)
Filed 2026-11-09
Spire Wealth Management
INCREASED
Shares621 from 620
Change+1 (+0%)
Value$5.6K (+$827)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares562
Change+562
Value$5.1K
Filed 2026-10-30
John Boyer, Inc.
NEW
Shares500
Change+500
Value$4.5K
Filed 2026-10-27
Kentucky Trust Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.5K (+$660)
Filed 2026-10-15
Markowski Investments
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$4.3K (+$634)
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares475 from 625
Change-150 (-24%)
Value$4.2K (-$829)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$4.0K (+$583)
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares432 from 426
Change+6 (+1%)
Value$3.9K (+$617)
Filed 2026-10-27
Community Bank, N.A.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$3.9K (+$561)
Filed 2026-11-06
Toth Financial Advisory Corp
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$3.8K (+$547)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares402
Change+402
Value$3.6K
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares400
Change+400
Value$3.6K
Filed 2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3.6K (+$528)
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3.6K (+$528)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares375 from 522
Change-147 (-28%)
Value$3.4K (-$642)
Filed 2026-10-26
Pflug Koory, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$3.4K (+$489)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$3.3K (+$484)
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares314 from 317
Change-3 (-1%)
Value$2.8K (+$390)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares293 from 250
Change+43 (+17%)
Value$2.7K (+$720)
Filed 2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$2.6K (+$378)
Filed 2026-10-09
Fortitude Family Office, LLC
NEW
Shares283
Change+283
Value$2.6K
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares250 from 25
Change+225 (+900%)
Value$2.3K (+$2.1K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$1.9K ($0)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$2.2K (+$324)
Filed 2026-10-30
CX Institutional
INCREASED
Shares239 from 179
Change+60 (+34%)
Value$2 (+$1)
Filed 2026-10-02
Ascentis Wealth Management, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$2.1K (+$307)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$2.1K (+$304)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares227 from 5
Change+222 (+4440%)
Value$2.1K (+$2.0K)
Filed 2026-11-05
Activest Wealth Management
DECREASED
Shares211 from 231
Change-20 (-9%)
Value$1.9K (+$124)
Filed 2026-10-15
City State Bank
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$1.9K (+$278)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$1.9K (+$270)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$1.7K (+$254)
Filed 2026-10-30
Central Trust Co
DECREASED
Shares185 from 305
Change-120 (-39%)
Value$1.7K (-$684)
Filed 2026-11-05
TD Private Client Wealth LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$1.6K (+$240)
Filed 2026-10-28
Coston, McIsaac & Partners
INCREASED
Shares169 from 69
Change+100 (+145%)
Value$1.5K (+$1.5K)
Filed 2026-11-06
KFG LLC
NEW
Shares166
Change+166
Value$1.5K
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$1.5K (+$218)
Filed 2026-11-02
CKW Financial Group
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$1 ($0)
Filed 2026-10-29
IAG Wealth Partners, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$1.4K (+$206)
Filed 2026-11-06
Nemes Rush Group LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$1.4K (+$199)
Filed 2026-11-04
Ares Financial Consulting, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$1.4K (+$198)
Filed 2026-10-19
Marquette Asset Management, LLC
INCREASED
Shares137 from 77
Change+60 (+78%)
Value$1.2K (+$646)
Filed 2026-10-09
Davis Capital Management
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$1.2K (+$178)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$1.2K (+$172)
Filed 2026-10-05
Barrett & Company, Inc.
NEW
Shares125
Change+125
Value$1.1K
Filed 2026-10-22
Inspire Investing, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$1.1K (+$158)
Filed 2026-10-22
Bell Investment Advisors, Inc
NEW
Shares118
Change+118
Value$1.1K
Filed 2026-10-29
Avion Wealth
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$1 (+$1)
Filed 2026-11-04
PlanVest Financial, Inc
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$997 (+$146)
Filed 2026-11-09
Clark Wealth Partners
NEW
Shares103
Change+103
Value$934
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$933 (+$136)
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares100
Change+100
Value$906
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$906 (+$132)
Filed 2026-10-23
Burkett Financial Services, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$896 (+$130)
Filed 2026-10-01
United Financial Planning Group LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$861 (+$126)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$834 (+$122)
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$815 (+$118)
Filed 2026-11-04
True Wealth Design, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$798 (+$116)
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$680 (+$99)
Filed 2026-10-15
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$653 (+$95)
Filed 2026-10-29
Bank of New Hampshire
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$634 (+$92)
Filed 2026-10-06
Concord Wealth Partners
DECREASED
Shares63 from 139
Change-76 (-55%)
Value$571 (-$505)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares61 from 179
Change-118 (-66%)
Value$553 (-$833)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$480 (+$70)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares50
Change+50
Value$453
Filed 2026-10-09
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$453 (+$66)
Filed 2026-11-09
Holos Integrated Wealth LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$322 (-$85)
Filed 2026-10-23
Pacifica Partners Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$440 (+$14)
Filed 2026-10-09
NBH Bank
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$435 (+$63)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$417 (+$60)
Filed 2026-10-23
Align Financial, LLC
NEW
Shares43
Change+43
Value$390
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$371 (+$54)
Filed 2026-10-23
RMG Wealth Management LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$221 (-$60)
Filed 2026-10-26
Winch Advisory Services, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$308 (+$45)
Filed 2026-11-06
Assetmark, Inc
NEW
Shares33
Change+33
Value$299
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
NEW
Shares33
Change+33
Value$299
Filed 2026-10-13
Mainstream Capital Management LLC
NEW
Shares30
Change+30
Value$272
Filed 2026-10-23
Fairscale Capital, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$168 (-$64)
Filed 2026-11-04
American Capital Advisory, LLC
NEW
Shares28
Change+28
Value$254
Filed 2026-10-28
Quent Capital, LLC
DECREASED
Shares28 from 588
Change-560 (-95%)
Value$112 (-$4.4K)
Filed 2026-11-09
James T. Borello RIA
NEW
Shares26
Change+26
Value$236
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$227 (+$33)
Filed 2026-10-01
SJS Investment Consulting Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$218 (+$32)
Filed 2026-10-26
Planning Strategies Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$163 (+$24)
Filed 2026-10-02
Bfsg, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$145 (+$21)
Filed 2026-10-30
Nvwm, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$127 (+$19)
Filed 2026-10-14
Bullock Wealth Management Group
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$105 (+$9)
Filed 2026-10-09
Private Trust Co NA
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$100 (+$15)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares10
Change+10
Value$0
Filed 2026-10-14
Hughes Financial Services, LLC
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$58 (-$27)
Filed 2026-10-30
Grove Bank & Trust
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$91 (+$14)
Filed 2026-10-08
MV Capital Management, Inc.
DECREASED
Shares6 from 9
Change-3 (-33%)
Value$55 (-$15)
Filed 2026-10-29
PFS Partners, LLC
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$46 (+$22)
Filed 2026-10-21
CNB Bank
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$45 (+$6)
Filed 2026-11-09
Strive Financial Group,LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$45 (+$6)
Filed 2026-11-09
Trust Co of Vermont
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$45 (+$6)
Filed 2026-10-21
Walsh & Associates, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$45 (+$6)
Filed 2026-11-09
Capital Advisors, Ltd. LLC
NEW
Shares4
Change+4
Value$0
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 (+$1)
Filed 2026-11-02
Squarepoint Ops LLC
CLOSED
Shares0 from 61,854
Change-61,854 (-100%)
Value$0 (-$478.8K)
Filed 2026-11-09
Intech Investment Management LLC
CLOSED
Shares0 from 39,870
Change-39,870 (-100%)
Value$0 (-$308.6K)
Filed 2026-11-09
Ethic Inc.
CLOSED
Shares0 from 11,286
Change-11,286 (-100%)
Value$0 (-$87.4K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,579
Change-2,579 (-100%)
Value$0 (-$20.7K)
Filed 2026-11-02
Tower Trust & Investment Co
CLOSED
Shares0 from 2,137
Change-2,137 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-28
Heritage Wealth Advisors
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-07
BankPlus Trust Department
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$929)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$774)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$565)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$194)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$77)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$92)
Filed 2026-10-16
Mather Group, Llc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$77)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
DECREASED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$968)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 13,137,403
Change-13,137,403 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 7,398,101
Change-7,398,101 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 7,011,083
Change-7,011,083 (-100%)
Value—
State Street Corp
N/A
Shares— from 4,191,672
Change-4,191,672 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,096,225
Change-3,096,225 (-100%)
Value—
Yorkville Advisors Global, LP
N/A
Shares— from 2,276,344
Change-2,276,344 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,172,268
Change-2,172,268 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,620,709
Change-1,620,709 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,449,455
Change-1,449,455 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,356,475
Change-1,356,475 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,054,038
Change-1,054,038 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 876,000
Change-876,000 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 870,000
Change-870,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 812,404
Change-812,404 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 807,875
Change-807,875 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 745,077
Change-745,077 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 704,181
Change-704,181 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 482,386
Change-482,386 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 333,802
Change-333,802 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 319,300
Change-319,300 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 310,763
Change-310,763 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 294,858
Change-294,858 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 264,961
Change-264,961 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 246,715
Change-246,715 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 238,797
Change-238,797 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 232,491
Change-232,491 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 212,153
Change-212,153 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 187,145
Change-187,145 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 185,660
Change-185,660 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 180,991
Change-180,991 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 178,760
Change-178,760 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 178,303
Change-178,303 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 177,359
Change-177,359 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 175,903
Change-175,903 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 153,091
Change-153,091 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 151,683
Change-151,683 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 139,334
Change-139,334 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 129,751
Change-129,751 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 126,499
Change-126,499 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 111,117
Change-111,117 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 103,783
Change-103,783 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 96,248
Change-96,248 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 92,135
Change-92,135 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 78,750
Change-78,750 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 75,248
Change-75,248 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 73,679
Change-73,679 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 73,362
Change-73,362 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 71,727
Change-71,727 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 71,000
Change-71,000 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 69,184
Change-69,184 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 64,476
Change-64,476 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 62,949
Change-62,949 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 55,954
Change-55,954 (-100%)
Value—
Allstate Corp
N/A
Shares— from 52,477
Change-52,477 (-100%)
Value—
Shaolin Capital Management LLC
N/A
Shares— from 47,830
Change-47,830 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,016
Change-47,016 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 45,388
Change-45,388 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,826
Change-44,826 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 43,900
Change-43,900 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 40,395
Change-40,395 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,561
Change-39,561 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 37,883
Change-37,883 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 36,378
Change-36,378 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 35,600
Change-35,600 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 34,082
Change-34,082 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 32,692
Change-32,692 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 32,412
Change-32,412 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 30,951
Change-30,951 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 30,692
Change-30,692 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 29,795
Change-29,795 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 26,608
Change-26,608 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 26,150
Change-26,150 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 26,106
Change-26,106 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 24,803
Change-24,803 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,195
Change-24,195 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,573
Change-23,573 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,716
Change-22,716 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 21,422
Change-21,422 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,848
Change-19,848 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 19,381
Change-19,381 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 19,210
Change-19,210 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 18,864
Change-18,864 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,385
Change-18,385 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 18,253
Change-18,253 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,528
Change-17,528 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 17,239
Change-17,239 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,982
Change-15,982 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 15,330
Change-15,330 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,813
Change-14,813 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 14,669
Change-14,669 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 14,461
Change-14,461 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 13,817
Change-13,817 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,658
Change-12,658 (-100%)
Value—
&partners
N/A
Shares— from 12,628
Change-12,628 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 11,336
Change-11,336 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,242
Change-11,242 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,958
Change-10,958 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,660
Change-6,660 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 595
Change-595 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 473
Change-473 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 460
Change-460 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 430
Change-430 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Quarry LP
N/A
Shares— from 308
Change-308 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 281
Change-281 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 167
Change-167 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 90
Change-90 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 72
Change-72 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46
Change-46 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 15
Change-15 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED4,484,2854,434,025+50,260+1%$34.3M$40.6M+$6.3M2026-11-06
Bank of New York Mellon Corp
DECREASED504,496522,844-18,348-4%$4.0M$4.6M+$523.9K2026-11-05
Wolverine Asset Management LLC
INCREASED331,338161,871+169,467+105%$1.3M$3.0M+$1.7M2026-11-02
Deutsche Bank Ag\
DECREASED157,592171,605-14,013-8%$1.3M$1.4M+$99.6K2026-11-06
Sapient Capital LLC
UNCHANGED145,569145,56900%$1.1M$1.3M+$192.2K2026-10-08
LPL Financial LLC
DECREASED133,169150,342-17,173-11%$1.2M$1.2M+$42.9K2026-11-06
TrinityBridge Ltd
NEW133,000—+133,000——$1.2M—2026-10-30
Total Clarity Wealth Management, Inc.
DECREASED90,31295,728-5,416-6%$740.9K$818.2K+$77.3K2026-10-26
Axxcess Wealth Management, LLC
INCREASED72,16170,201+1,960+3%$543.4K$653.8K+$110.4K2026-10-21
Creative Planning
INCREASED70,97760,833+10,144+17%$470.8K$643.1K+$172.2K2026-11-02
Barclays PLC
INCREASED63,62657,073+6,553+11%$441.7K$576.5K+$134.7K2026-11-06
Commonwealth Equity Services, LLC
INCREASED54,76950,418+4,351+9%$390.2K$496.2K+$106.0K2026-11-02
Handelsbanken Fonder AB
UNCHANGED53,10053,10000%$411$481.0K+$480.6K2026-11-09
Virginia Retirement Systems ET Al
DECREASED47,60050,100-2,500-5%$387.8K$431.3K+$43.5K2026-10-28
Trueblood Wealth Management, LLC
INCREASED45,04735,047+10,000+29%$271.3K$408.1K+$136.9K2026-10-23
Arizona State Retirement System
INCREASED44,85543,906+949+2%$339.8K$406.4K+$66.6K2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED44,42648,567-4,141-9%$375.9K$402.5K+$26.6K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED42,94240,620+2,322+6%$346.9K$352.1K+$5.2K2026-10-13
Russell Investments Group, Ltd.
INCREASED40,49136,948+3,543+10%$286.0K$366.8K+$80.9K2026-11-06
Dimensional Fund Advisors LP
NEW26,913—+26,913——$243.8K—2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED26,77036,790-10,020-27%$285.0K$243.0K-$42.0K2026-11-02
Vontobel Holding Ltd.
DECREASED25,78938,621-12,832-33%$298.9K$233.6K-$65.3K2026-10-16
Asset One Wealth Management LLC
DECREASED22,17724,829-2,652-11%$237.6K$200.9K-$36.7K2026-11-02
Pictet Asset Management Holding SA
UNCHANGED22,16622,16600%$171.6K$200.8K+$29.3K2026-11-03
Bank of Montreal
NEW21,903—+21,903——$198.4K—2026-11-09
ProShare Advisors LLC
DECREASED20,49321,371-878-4%$165.4K$185.7K+$20.3K2026-10-29
Savant Capital, LLC
NEW20,207—+20,207——$183.1K—2026-11-06
Caitong International Asset Management Co., Ltd
NEW19,970—+19,970——$180.9K—2026-10-29
Merit Financial Group, LLC
NEW18,687—+18,687——$169.3K—2026-11-06
Citigroup Inc
DECREASED18,39386,767-68,374-79%$671.6K$166.6K-$504.9K2026-11-04
Kestra Advisory Services, LLC
DECREASED17,97718,576-599-3%$143.8K$162.9K+$19.1K2026-11-02
RIA Advisory Group LLC
UNCHANGED16,79116,79100%$130.0K$152.1K+$22.2K2026-10-15
Xponance LLC
DECREASED15,52315,797-274-2%$122.3K$140.6K+$18.4K2026-11-03
Center for Financial Planning, Inc.
UNCHANGED14,80514,80500%$114.6K$134.1K+$19.5K2026-10-26
Abel Hall, LLC
NEW13,913—+13,913——$126.1K—2026-10-19
Bayforest Capital Ltd
INCREASED13,00311,921+1,082+9%$92.3K$117.8K+$25.5K2026-11-03
Facet Wealth, Inc.
NEW12,422—+12,422——$112.5K—2026-11-04
Jacobi Capital Management LLC
DECREASED12,38057,390-45,010-78%$444.2K$112.2K-$332.0K2026-11-05
Client 1ST Advisory Group, LLC
INCREASED12,35912,299+60+0%$95.2K$112.0K+$16.8K2026-10-19
Amundi
UNCHANGED11,99211,99200%$92.8K$108.6K+$15.8K2026-11-06
Symmetry Partners, LLC
DECREASED11,35013,747-2,397-17%$106.4K$102.8K-$3.6K2026-10-27
Redhawk Wealth Advisors, Inc.
NEW11,095—+11,095——$100.5K—2026-10-14
Ibex Wealth Advisors
NEW11,050—+11,050——$100.1K—2026-11-06
EverSource Wealth Advisors, LLC
DECREASED10,57211,199-627-6%$86.7K$95.8K+$9.1K2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW10,206—+10,206——$92.5K—2026-10-20
SBI Securities Co., Ltd.
DECREASED10,00510,053-480%$77.8K$90.6K+$12.8K2026-10-22
Lincoln Capital Corp
UNCHANGED10,00010,00000%$77.4K$90.6K+$13.2K2026-10-13
IFP Advisors, Inc
INCREASED9,3589,297+61+1%$72.0K$84.8K+$12.8K2026-10-16
Blue Trust, Inc.
INCREASED6,6646,659+5+0%$51.5K$60.4K+$8.8K2026-10-15
Larson Financial Group LLC
INCREASED6,5993,187+3,412+107%$24.7K$59.8K+$35.1K2026-11-05
Summit Securities Group LLC
NEW5,919—+5,919——$53.6K—2026-11-05
Nisa Investment Advisors, LLC
INCREASED5,5905,583+7+0%$43.2K$50.6K+$7.4K2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED4,8514,849+2+0%$37.5K$44.0K+$6.4K2026-10-27
KBC Group NV
UNCHANGED4,7664,76600%$37.0K$43.0K+$6.0K2026-10-22
Farther Finance Advisors, LLC
INCREASED4,7343,043+1,691+56%$23.5K$42.9K+$19.4K2026-10-08
Root Financial Partners, LLC
NEW4,317—+4,317——$39.1K—2026-10-21
Nykredit A/S
UNCHANGED4,0544,05400%$31.4K$36.7K+$5.4K2026-11-06
US Bancorp \de\
INCREASED3,7603,586+174+5%$27.8K$34.1K+$6.3K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED3,619119+3,500+2941%$922$32.8K+$31.9K2026-10-27
Allworth Financial LP
INCREASED3,2153,011+204+7%$23.3K$24.9K+$1.6K2026-11-06
Sterling Capital Management LLC
DECREASED3,1783,289-111-3%$25.5K$28.8K+$3.3K2026-10-22
Parallel Advisors, LLC
INCREASED3,0491,833+1,216+66%$14.2K$27.6K+$13.4K2026-11-03
Archer Investment Corp
UNCHANGED3,0003,00000%$23.2K$27.2K+$4.0K2026-11-05
Harbour Investments, Inc.
DECREASED2,9803,313-333-10%$25.6K$27.0K+$1.4K2026-11-09
IFS Advisors, LLC
NEW2,420—+2,420——$21.9K—2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED2,3382,33800%$18.1K$21.2K+$3.1K2026-10-15
Versant Capital Management, Inc
INCREASED2,3051,042+1,263+121%$8.1K$20.9K+$12.8K2026-10-02
Reap Financial Group, LLC
UNCHANGED2,1102,11000%$16.3K$19.1K+$2.8K2026-11-02
Gamma Investing LLC
DECREASED2,0552,145-90-4%$16.6K$18.6K+$2.0K2026-10-08
Main Street Group, LTD
UNCHANGED1,8751,87500%$14.5K$17.0K+$2.5K2026-10-28
Fifth Third Bancorp
UNCHANGED1,7491,74900%$13.5K$15.8K+$2.3K2026-11-05
Geneos Wealth Management Inc.
DECREASED1,6761,846-170-9%$14.3K$15.2K+$8972026-11-09
IFG Advisory, LLC
DECREASED1,6752,685-1,010-38%$20.8K$15.2K-$5.6K2026-11-09
N.E.W. Advisory Services LLC
UNCHANGED1,6541,65400%$12.8K$15.0K+$2.2K2026-11-09
Fulcrum Asset Management LLP
NEW1,596—+1,596——$14.5K—2026-11-04
Nova Financial LLC
NEW1,450—+1,450——$13.1K—2026-11-04
Pittenger & Anderson Inc
UNCHANGED1,3501,35000%$10.4K$12.2K+$1.8K2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,3061,157+149+13%$9.0K$11.8K+$2.9K2026-11-06
IMG Wealth Management, Inc.
UNCHANGED1,1771,17700%$9.1K$10.7K+$1.6K2026-10-27
Parkside Financial Bank & Trust
INCREASED1,160945+215+23%$7.3K$10.5K+$3.2K2026-10-27
Creative Financial Designs Inc
UNCHANGED1,1561,15600%$8.9K$10.5K+$1.5K2026-11-04
Tradewinds Capital Management, LLC
DECREASED1,0831,651-568-34%$12.8K$9.8K-$3.0K2026-10-23
Oakworth Capital, Inc.
UNCHANGED1,0001,00000%$8.0K$9.1K+$1.0K2026-10-26
CoreCap Advisors, LLC
UNCHANGED95995900%$7.4K$8.7K+$1.3K2026-10-08
Signaturefd, LLC
INCREASED917140+777+555%$1.1K$8.3K+$7.2K2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED90090000%$7.0K$8.2K+$1.2K2026-10-30
Essential Partners LLC
UNCHANGED87087000%$6.7K$7.9K+$1.1K2026-10-14
Polaris Financial Partners
NEW848—+848——$8—2026-10-02
Nfsg Corp
DECREASED845855-10-1%$6.6K$7.7K+$1.0K2026-10-15
JFS Wealth Advisors, LLC
UNCHANGED77777700%$6.0K$7.0K+$1.0K2026-11-03
Covestor Ltd
DECREASED709737-28-4%$6$6$02026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED70170100%$5.4K$6.4K+$9262026-10-26
Hantz Financial Services, Inc.
INCREASED623373+250+67%$3$6+$32026-11-09
Spire Wealth Management
INCREASED621620+1+0%$4.8K$5.6K+$8272026-10-30
Provenance Wealth Advisors, LLC
NEW562—+562——$5.1K—2026-10-30
John Boyer, Inc.
NEW500—+500——$4.5K—2026-10-27
Kentucky Trust Co
UNCHANGED50050000%$3.9K$4.5K+$6602026-10-15
Markowski Investments
UNCHANGED48048000%$3.7K$4.3K+$6342026-10-30
TD Waterhouse Canada Inc.
DECREASED475625-150-24%$5.0K$4.2K-$8292026-10-16
Jnba Financial Advisors
UNCHANGED44244200%$3.4K$4.0K+$5832026-11-03
WPG Advisers, LLC
INCREASED432426+6+1%$3.3K$3.9K+$6172026-10-27
Community Bank, N.A.
UNCHANGED42542500%$3.3K$3.9K+$5612026-11-06
Toth Financial Advisory Corp
UNCHANGED41541500%$3.2K$3.8K+$5472026-10-08
Ascentis Independent Advisors
NEW402—+402——$3.6K—2026-11-03
Latitude Advisors, LLC
NEW400—+400——$3.6K—2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED40040000%$3.1K$3.6K+$5282026-11-03
Independence Bank of Kentucky
UNCHANGED40040000%$3.1K$3.6K+$5282026-10-26
Lanark Financial, Inc.
DECREASED375522-147-28%$4.0K$3.4K-$6422026-10-26
Pflug Koory, LLC
UNCHANGED37137100%$2.9K$3.4K+$4892026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED36736700%$2.8K$3.3K+$4842026-10-15
Clearstead Advisors, LLC
DECREASED314317-3-1%$2.5K$2.8K+$3902026-11-06
MassMutual Private Wealth & Trust, FSB
INCREASED293250+43+17%$1.9K$2.7K+$7202026-10-05
Armstrong Advisory Group, Inc
UNCHANGED28628600%$2.2K$2.6K+$3782026-10-09
Fortitude Family Office, LLC
NEW283—+283——$2.6K—2026-10-14
Key FInancial Inc
INCREASED25025+225+900%$194$2.3K+$2.1K2026-11-02
Bayban
UNCHANGED25025000%$1.9K$1.9K$02026-11-05
MTM Investment Management, LLC
UNCHANGED24524500%$1.9K$2.2K+$3242026-10-30
CX Institutional
INCREASED239179+60+34%$1$2+$12026-10-02
Ascentis Wealth Management, LLC
UNCHANGED23323300%$1.8K$2.1K+$3072026-11-03
Hurley Capital, LLC
UNCHANGED23023000%$1.8K$2.1K+$3042026-11-05
Silver Grove Financial Group, Inc.
INCREASED2275+222+4440%$39$2.1K+$2.0K2026-11-05
Activest Wealth Management
DECREASED211231-20-9%$1.8K$1.9K+$1242026-10-15
City State Bank
UNCHANGED21021000%$1.6K$1.9K+$2782026-10-20
Miller Wealth Advisors, LLC
UNCHANGED20520500%$1.6K$1.9K+$2702026-11-02
Compass Financial Management LLC
UNCHANGED19219200%$1.5K$1.7K+$2542026-10-30
Central Trust Co
DECREASED185305-120-39%$2.4K$1.7K-$6842026-11-05
TD Private Client Wealth LLC
UNCHANGED18218200%$1.4K$1.6K+$2402026-10-28
Coston, McIsaac & Partners
INCREASED16969+100+145%$0$1.5K+$1.5K2026-11-06
KFG LLC
NEW166—+166——$1.5K—2026-11-02
Westside Investment Management, Inc.
UNCHANGED16516500%$1.3K$1.5K+$2182026-11-02
CKW Financial Group
UNCHANGED16216200%$1$1$02026-10-29
IAG Wealth Partners, LLC
UNCHANGED15615600%$1.2K$1.4K+$2062026-11-06
Nemes Rush Group LLC
UNCHANGED15115100%$1.2K$1.4K+$1992026-11-04
Ares Financial Consulting, LLC
UNCHANGED15015000%$1.2K$1.4K+$1982026-10-19
Marquette Asset Management, LLC
INCREASED13777+60+78%$596$1.2K+$6462026-10-09
Davis Capital Management
UNCHANGED13513500%$1.0K$1.2K+$1782026-10-08
Eastern Bank
UNCHANGED13013000%$1.0K$1.2K+$1722026-10-05
Barrett & Company, Inc.
NEW125—+125——$1.1K—2026-10-22
Inspire Investing, LLC
UNCHANGED12012000%$929$1.1K+$1582026-10-22
Bell Investment Advisors, Inc
NEW118—+118——$1.1K—2026-10-29
Avion Wealth
UNCHANGED11411400%$0$1+$12026-11-04
PlanVest Financial, Inc
UNCHANGED11011000%$851$997+$1462026-11-09
Clark Wealth Partners
NEW103—+103——$934—2026-10-19
Golden State Wealth Management, LLC
UNCHANGED10310300%$797$933+$1362026-11-02
Clayton Financial Group LLC
NEW100—+100——$906—2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED10010000%$774$906+$1322026-10-23
Burkett Financial Services, LLC
UNCHANGED999900%$766$896+$1302026-10-01
United Financial Planning Group LLC
UNCHANGED959500%$735$861+$1262026-11-04
Lodestone Wealth Management LLC
UNCHANGED929200%$712$834+$1222026-10-14
Kingdom Financial Group Llc.
UNCHANGED909000%$697$815+$1182026-11-04
True Wealth Design, LLC
UNCHANGED888800%$682$798+$1162026-10-13
Wolff Wiese Magana LLC
UNCHANGED757500%$581$680+$992026-10-15
Rachor Investment Advisory Services, LLC
UNCHANGED727200%$558$653+$952026-10-29
Bank of New Hampshire
UNCHANGED707000%$542$634+$922026-10-06
Concord Wealth Partners
DECREASED63139-76-55%$1.1K$571-$5052026-11-02
Physician Wealth Advisors, Inc.
DECREASED61179-118-66%$1.4K$553-$8332026-10-20
Vermillion Wealth Management, Inc.
UNCHANGED535300%$410$480+$702026-10-26
GK Wealth Management LLC
NEW50—+50——$453—2026-10-09
Caldwell Sutter Capital, Inc.
UNCHANGED505000%$387$453+$662026-11-09
Holos Integrated Wealth LLC
UNCHANGED505000%$407$322-$852026-10-23
Pacifica Partners Inc.
UNCHANGED505000%$426$440+$142026-10-09
NBH Bank
UNCHANGED484800%$372$435+$632026-11-05
Financial Consulate, Inc
UNCHANGED464600%$357$417+$602026-10-23
Align Financial, LLC
NEW43—+43——$390—2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED414100%$317$371+$542026-10-23
RMG Wealth Management LLC
UNCHANGED343400%$281$221-$602026-10-26
Winch Advisory Services, LLC
UNCHANGED343400%$263$308+$452026-11-06
Assetmark, Inc
NEW33—+33——$299—2026-10-21
Meriwether Wealth & Planning, LLC
NEW33—+33——$299—2026-10-13
Mainstream Capital Management LLC
NEW30—+30——$272—2026-10-23
Fairscale Capital, LLC
UNCHANGED303000%$232$168-$642026-11-04
American Capital Advisory, LLC
NEW28—+28——$254—2026-10-28
Quent Capital, LLC
DECREASED28588-560-95%$4.6K$112-$4.4K2026-11-09
James T. Borello RIA
NEW26—+26——$236—2026-10-16
Noble Wealth Management PBC
UNCHANGED252500%$194$227+$332026-10-01
SJS Investment Consulting Inc.
UNCHANGED242400%$186$218+$322026-10-26
Planning Strategies Inc.
UNCHANGED181800%$139$163+$242026-10-02
Bfsg, LLC
UNCHANGED161600%$124$145+$212026-10-30
Nvwm, LLC
UNCHANGED141400%$108$127+$192026-10-14
Bullock Wealth Management Group
UNCHANGED121200%$96$105+$92026-10-09
Private Trust Co NA
UNCHANGED111100%$85$100+$152026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW10—+10——$0—2026-10-14
Hughes Financial Services, LLC
DECREASED1011-1-9%$85$58-$272026-10-30
Grove Bank & Trust
UNCHANGED101000%$77$91+$142026-10-08
MV Capital Management, Inc.
DECREASED69-3-33%$70$55-$152026-10-29
PFS Partners, LLC
INCREASED53+2+67%$24$46+$222026-10-21
CNB Bank
UNCHANGED5500%$39$45+$62026-11-09
Strive Financial Group,LLC
UNCHANGED5500%$39$45+$62026-11-09
Trust Co of Vermont
UNCHANGED5500%$39$45+$62026-10-21
Walsh & Associates, LLC
UNCHANGED5500%$39$45+$62026-11-09
Capital Advisors, Ltd. LLC
NEW4—+4——$0—2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED1100%$9$10+$12026-11-02
Squarepoint Ops LLC
CLOSED061,854-61,854-100%$478.8K$0-$478.8K2026-11-09
Intech Investment Management LLC
CLOSED039,870-39,870-100%$308.6K$0-$308.6K2026-11-09
Ethic Inc.
CLOSED011,286-11,286-100%$87.4K$0-$87.4K2026-11-03
International Assets Investment Management, LLC
CLOSED02,579-2,579-100%$20.7K$0-$20.7K2026-11-02
Tower Trust & Investment Co
CLOSED02,137-2,137-100%$16.5K$0-$16.5K2026-10-28
Stone House Investment Management, LLC
CLOSED0298-298-100%$2.3K$0-$2.3K2026-10-23
MCF Advisors LLC
CLOSED0294-294-100%$2.3K$0-$2.3K2026-10-28
Heritage Wealth Advisors
CLOSED0222-222-100%$1.7K$0-$1.7K2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED0148-148-100%$1.1K$0-$1.1K2026-10-07
BankPlus Trust Department
CLOSED0120-120-100%$929$0-$9292026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0100-100-100%$774$0-$7742026-10-29
AdvisorNet Financial, Inc
CLOSED073-73-100%$565$0-$5652026-10-15
LifeSteps Financial, Inc.
CLOSED025-25-100%$194$0-$1942026-10-15
Commonwealth Retirement Investments LLC
CLOSED010-10-100%$77$0-$772026-10-26
Cornerstone Planning Group LLC
CLOSED010-10-100%$92$0-$922026-10-16
Mather Group, Llc.
CLOSED010-10-100%$77$0-$772026-10-14
Compagnie Lombard Odier SCmA
DECREASED0125-125-100%$968$0-$9682026-11-04
BlackRock, Inc.
N/A—13,137,403-13,137,403-100%$101.7M———
Vanguard Portfolio Management LLC
N/A—7,398,101-7,398,101-100%$57.3M———
Vanguard Capital Management LLC
N/A—7,011,083-7,011,083-100%$54.3M———
State Street Corp
N/A—4,191,672-4,191,672-100%$32.4M———
Charles Schwab Investment Management Inc
N/A—3,096,225-3,096,225-100%$24.0M———
Yorkville Advisors Global, LP
N/A—2,276,344-2,276,344-100%$17.6M———
UBS Group AG
N/A—2,172,268-2,172,268-100%$16.8M———
Clear Street Group Inc.
N/A—1,620,709-1,620,709-100%$12.5M———
Northern Trust Corp
N/A—1,449,455-1,449,455-100%$11.2M———
Susquehanna International Group, LLP
N/A—1,356,475-1,356,475-100%$10.5M———
Vanguard Fiduciary Trust Co
N/A—1,054,038-1,054,038-100%$8.2M———
Quinn Opportunity Partners LLC
N/A—876,000-876,000-100%$6.8M———
Hancock Prospecting Pty Ltd
N/A—870,000-870,000-100%$6.7M———
AQR Capital Management LLC
N/A—812,404-812,404-100%$6.3M———
Cantor Fitzgerald, L. P.
N/A—807,875-807,875-100%$6.3M———
Morgan Stanley
N/A—745,077-745,077-100%$5.8M———
Susquehanna Portfolio Strategies, LLC
N/A—704,181-704,181-100%$5.5M———
Nuveen, LLC
N/A—482,386-482,386-100%$3.7M———
Saba Capital Management, L.P.A
N/A—333,802-333,802-100%$2.6M———
Swiss National Bank
N/A—319,300-319,300-100%$2.5M———
Quantinno Capital Management LP
N/A—310,763-310,763-100%$2.4M———
Alpine Global Management, LLC
N/A—294,858-294,858-100%$2.3M———
UBS Asset Management Americas LLC
N/A—264,961-264,961-100%$2.1M———
Group One Trading LLC
N/A—246,715-246,715-100%$1.9M———
Balyasny Asset Management L.P.
N/A—238,797-238,797-100%$1.8M———
Price T Rowe Associates Inc
N/A—232,491-232,491-100%$1.8M———
Rhumbline Advisers
N/A—212,153-212,153-100%$1.6M———
Alliancebernstein L.P.
N/A—187,145-187,145-100%$1.7M———
Parallax Volatility Advisers, L.P.
N/A—185,660-185,660-100%$1.4M———
Citadel Advisors LLC
N/A—180,991-180,991-100%$1.4M———
California State Teachers Retirement System
N/A—178,760-178,760-100%$1.4M———
Bank of America Corp
N/A—178,303-178,303-100%$1.4M———
Marathon Trading Investment Management LLC
N/A—177,359-177,359-100%$1.4M———
Wells Fargo & Company
N/A—175,903-175,903-100%$1.4M———
Goldman Sachs Group Inc
N/A—153,091-153,091-100%$1.2M———
Vanguard Asset Management, Ltd
N/A—151,683-151,683-100%$1.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—139,334-139,334-100%$1.1M———
Invesco Ltd.
N/A—129,751-129,751-100%$1.0M———
JPMorgan Chase & Co
N/A—126,499-126,499-100%$1.0M———
Jane Street Group, LLC
N/A—111,117-111,117-100%$860.0K———
Legal & General Group Plc
N/A—103,783-103,783-100%$803.3K———
MetLife Investment Management, LLC
N/A—96,248-96,248-100%$745.0K———
Vident Advisory, LLC
N/A—92,135-92,135-100%$713.1K———
IEQ Capital, LLC
N/A—78,750-78,750-100%$609.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—75,248-75,248-100%$582.4K———
Manufacturers Life Insurance Company, the
N/A—73,679-73,679-100%$570.3K———
Mariner, LLC
N/A—73,362-73,362-100%$567.8K———
Cetera Investment Advisers
N/A—71,727-71,727-100%$555.2K———
Jupiter Topco LLC
N/A—71,000-71,000-100%$549.2K———
Centiva Capital, LP
N/A—69,184-69,184-100%$535.5K———
Vanguard Global Advisers, LLC
N/A—64,476-64,476-100%$499.0K———
Blackstone Inc.
N/A—62,949-62,949-100%$487.2K———
XTX Topco Ltd
N/A—55,954-55,954-100%$433.1K———
Allstate Corp
N/A—52,477-52,477-100%$406.2K———
Shaolin Capital Management LLC
N/A—47,830-47,830-100%$370.2K———
Osaic Holdings, Inc.
N/A—47,016-47,016-100%$363.8K———
Royal Bank of Canada
N/A—45,388-45,388-100%$352.0K———
Raymond James Financial Inc
N/A—44,826-44,826-100%$347.0K———
New York State Common Retirement Fund
N/A—43,900-43,900-100%$339.8K———
Vanguard Investments Australia, Ltd.
N/A—40,395-40,395-100%$312.7K———
Cerity Partners LLC
N/A—39,561-39,561-100%$306.2K———
Summit Trail Advisors, LLC
N/A—37,883-37,883-100%$293.2K———
Marex Group Ltd
N/A—36,378-36,378-100%$281.6K———
KLP Kapitalforvaltning AS
N/A—35,600-35,600-100%$275.5K———
Focus Partners Wealth
N/A—34,082-34,082-100%$263.8K———
Captrust Financial Advisors
N/A—32,692-32,692-100%$253.0K———
Mercer Global Advisors Inc
N/A—32,412-32,412-100%$250.8K———
Voya Investment Management LLC
N/A—30,951-30,951-100%$239.6K———
Engineers Gate Manager LP
N/A—30,692-30,692-100%$237.6K———
Bitwise Funds Trust
N/A—29,795-29,795-100%$230.6K———
Prudential Financial Inc
N/A—27,200-27,200-100%$210.5K———
ExodusPoint Capital Management, LP
N/A—26,608-26,608-100%$205.9K———
Empowered Funds, LLC
N/A—26,150-26,150-100%$202.4K———
BNP Paribas Financial Markets
N/A—26,106-26,106-100%$202.1K———
HBK Investments L P
N/A—24,803-24,803-100%$192.0K———
Arax Advisory Partners
N/A—24,195-24,195-100%$187.3K———
NewEdge Advisors, LLC
N/A—23,573-23,573-100%$182.5K———
FMR LLC
N/A—22,716-22,716-100%$175.8K———
State of Wisconsin Investment Board
N/A—21,422-21,422-100%$165.8K———
Cresset Asset Management, LLC
N/A—19,848-19,848-100%$153.6K———
MAI Capital Management
N/A—19,381-19,381-100%$150.0K———
State Board of Administration of Florida Retirement System
N/A—19,210-19,210-100%$148.7K———
SEI Investments Co
N/A—18,864-18,864-100%$146.0K———
Kovack Advisors, Inc.
N/A—18,385-18,385-100%$142.5K———
Victory Capital Management Inc
N/A—18,253-18,253-100%$141.3K———
Jones Financial Companies Lllp
N/A—17,528-17,528-100%$130.1K———
Frec Markets, Inc.
N/A—17,239-17,239-100%$133.4K———
Private Advisor Group, LLC
N/A—15,982-15,982-100%$123.7K———
Public Employees Retirement Association of Colorado
N/A—15,330-15,330-100%$119.0K———
Ameritas Investment Partners, Inc.
N/A—14,813-14,813-100%$114.7K———
Bridgefront Capital, LLC
N/A—14,669-14,669-100%$113.5K———
Capstone Investment Advisors, LLC
N/A—14,461-14,461-100%$111.9K———
Eight 31 Financial, LLC
N/A—13,817-13,817-100%$106.9K———
Envestnet Asset Management Inc
N/A—12,658-12,658-100%$98.0K———
&partners
N/A—12,628-12,628-100%$97.7K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—11,824-11,824-100%$91.5K———
Franklin Resources Inc
N/A—11,336-11,336-100%$87.7K———
Stifel Financial Corp
N/A—11,242-11,242-100%$87.0K———
Orion Porfolio Solutions, LLC
N/A—11,239-11,239-100%$87.0K———
SG Americas Securities, LLC
N/A—10,958-10,958-100%$85.0K———
Tower Research Capital LLC (TRC)
N/A—9,081-9,081-100%$70.3K———
Bogart Wealth, LLC
N/A—7,352-7,352-100%$56.9K———
Strategic Wealth Partners, Ltd.
N/A—6,660-6,660-100%$51.5K———
Federation des caisses Desjardins du Quebec
N/A—5,133-5,133-100%$39.7K———
Global Retirement Partners, LLC
N/A—2,619-2,619-100%$20.3K———
Kerr Financial Planning Corp
N/A—2,604-2,604-100%$20.2K———
Ameriflex Group, Inc.
N/A—2,302-2,302-100%$17.8K———
Steward Partners Investment Advisory, LLC
N/A—2,203-2,203-100%$17.1K———
BNP Paribas Asset Management Holding S.A.
N/A—2,029-2,029-100%$15.7K———
Rogco, LP
N/A—1,516-1,516-100%$11.7K———
BFC Planning, Inc.
N/A—1,459-1,459-100%$11.3K———
Hollencrest Capital Management
N/A—1,225-1,225-100%$9.5K———
Rothschild Investment LLC
N/A—1,053-1,053-100%$8.2K———
LOS Angeles Capital Management LLC
N/A—635-635-100%$4.9K———
Ancora Advisors LLCA
N/A—595-595-100%$4.6K———
HighMark Wealth Management LLC
N/A—577-577-100%$4.5K———
Sachetta, LLC
N/A—524-524-100%$4.1K———
SHP Wealth Management
N/A—473-473-100%$3.7K———
Mcguire Capital Advisors Inc
N/A—460-460-100%$3.6K———
Northwestern Mutual Wealth Management Co
N/A—430-430-100%$3.3K———
1248 Management, LLC
N/A—419-419-100%$3.2K———
Burnham & Co LLC
N/A—402-402-100%$3.1K———
Continuum Advisory, LLC
N/A—366-366-100%$2.8K———
Corsicana & Co.
N/A—345-345-100%$2.7K———
Quarry LP
N/A—308-308-100%$2.4K———
Rockefeller Capital Management L.P.
N/A—281-281-100%$2.2K———
LRI Investments, LLC
N/A—250-250-100%$1.9K———
Vision Retirement, LLC
N/A—210-210-100%$1.6K———
Graney & King, LLC
N/A—200-200-100%$1.5K———
Atlantic Union Bankshares Corp
N/A—167-167-100%$1.3K———
Luminist Capital LLC
N/A—150-150-100%$1.2K———
SOA Wealth Advisors, Llc.
N/A—100-100-100%$774———
Anchor Investment Management, LLC
N/A—100-100-100%$774———
Harborfront Financial Group LLC
N/A—100-100-100%$774———
Financial Gravity Companies, Inc.
N/A—100-100-100%$774———
National Bank of Canada
N/A—100-100-100%$825———
Swan Capital LLC
N/A—93-93-100%$720———
Huntington National Bank
N/A—90-90-100%$697———
Beaird Harris Wealth Management, LLC
N/A—85-85-100%$658———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—72-72-100%$557———
Quantum Portfolio Management LLC
N/A—65-65-100%$503———
Ankerstar Wealth, LLC
N/A—62-62-100%$480———
Basepoint Wealth LLC
N/A—57-57-100%$441———
Crewe Advisors LLC
N/A—54-54-100%$418———
Game Plan Financial Advisors, LLC
N/A—50-50-100%$387———
Tanglewood Legacy Advisors, LLC
N/A—50-50-100%$387———
Fiduciary Financial Advisors
N/A—46-46-100%$356———
Keating Financial Advisory Services, Inc.
N/A—28-28-100%$217———
Fourth Dimension Wealth, LLC
N/A—25-25-100%$194———
Seneschal Advisors, LLC
N/A—25-25-100%$194———
Transamerica Financial Advisors, LLC
N/A—20-20-100%$154———
Brown Brothers Harriman & Co
N/A—15-15-100%$116———
Kayne Anderson Rudnick Investment Management LLC
N/A—11-11-100%$85———
JPL Wealth Management, LLC
N/A—7-7-100%$55———
Financial Life Planners
N/A—6-6-100%$47———
Showing 364 of 364 institutions