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D-Wave Quantum Inc (QBTS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares9,515,043 from 9,270,389
Change+244,654 (+3%)
Value$157.7M (-$64.7M)
Filed 2026-11-06
Unicom Systems, Inc.
UNCHANGED
Shares3,121,346 from 3,121,346
Change0 (0%)
Value$51.7M (-$23.2M)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares2,774,015 from 2,290,584
Change+483,431 (+21%)
Value$46.0M (-$9.0M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
NEW
Shares1,265,798
Change+1,265,798
Value$20.8M
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares1,154,066 from 1,234,628
Change-80,562 (-7%)
Value$19.1M (-$10.5M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares502,466 from 495,858
Change+6,608 (+1%)
Value$8.3M (-$3.6M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares468,357 from 488,648
Change-20,291 (-4%)
Value$7.8M (-$4.0M)
Filed 2026-11-06
McGuire Investment Group, LLC
INCREASED
Shares411,189 from 408,581
Change+2,608 (+1%)
Value$6.8M (-$3.0M)
Filed 2026-10-23
Burr Financial Services, LLC
NEW
Shares382,788
Change+382,788
Value$6.3M
Filed 2026-10-08
Creative Planning
DECREASED
Shares271,255 from 336,147
Change-64,892 (-19%)
Value$4.5M (-$3.6M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares257,449 from 250,598
Change+6,851 (+3%)
Value$4.3M (-$1.7M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares252,468 from 247,509
Change+4,959 (+2%)
Value$4.2M (-$1.8M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares249,731 from 244,959
Change+4,772 (+2%)
Value$4.1M (-$1.7M)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares188,065 from 183,857
Change+4,208 (+2%)
Value$3.1M (-$1.3M)
Filed 2026-10-22
SLT Holdings LLC
DECREASED
Shares179,971 from 186,171
Change-6,200 (-3%)
Value$3.0M (-$1.5M)
Filed 2026-10-15
Yarbrough Capital, LLC
UNCHANGED
Shares160,368 from 160,368
Change0 (0%)
Value$2.7M (-$1.2M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares160,161 from 144,998
Change+15,163 (+10%)
Value$2.7M (-$824.6K)
Filed 2026-11-02
Imc-Chicago, LLC
NEW
Shares157,645
Change+157,645
Value$2.6M
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares156,613 from 154,267
Change+2,346 (+2%)
Value$2.6M (-$1.1M)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares145,211 from 59,906
Change+85,305 (+142%)
Value$2.4M (+$969.0K)
Filed 2026-11-06
Amundi
INCREASED
Shares142,434 from 141,178
Change+1,256 (+1%)
Value$2.4M (-$1.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares128,027 from 119,120
Change+8,907 (+7%)
Value$2.1M (-$736.3K)
Filed 2026-11-04
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares125,000 from 75,000
Change+50,000 (+67%)
Value$2.1M (+$272.0K)
Filed 2026-11-06
Bouvel Investment Partners, LLC
DECREASED
Shares124,152 from 124,207
Change-55 (0%)
Value$2.1M (-$922.5K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares123,981 from 295,351
Change-171,370 (-58%)
Value$2.1M (-$5.0M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
UNCHANGED
Shares116,792 from 116,792
Change0 (0%)
Value$1.9M (-$866.6K)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares115,761 from 77,903
Change+37,858 (+49%)
Value$1.9M (+$49.3K)
Filed 2026-10-16
Leonteq Securities AG
INCREASED
Shares106,078 from 31,187
Change+74,891 (+240%)
Value$1.8M (+$1.0M)
Filed 2026-10-29
Arizona State Retirement System
INCREASED
Shares100,806 from 98,664
Change+2,142 (+2%)
Value$1.7M (-$696.6K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares97,712 from 67,633
Change+30,079 (+44%)
Value$1.6M (-$3.4K)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
UNCHANGED
Shares93,278 from 93,278
Change0 (0%)
Value$1.5M (-$692.1K)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares91,020 from 122,302
Change-31,282 (-26%)
Value$1.5M (-$1.4M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares87,344 from 43,987
Change+43,357 (+99%)
Value$1.4M (+$392.0K)
Filed 2026-10-30
Banque Pictet & CIE SA
UNCHANGED
Shares85,000 from 85,000
Change0 (0%)
Value$1.4M (-$630.7K)
Filed 2026-10-16
B&D White Capital Company, LLC
NEW
Shares83,000
Change+83,000
Value$1.4M
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares81,660 from 81,096
Change+564 (+1%)
Value$1.4M (-$592.4K)
Filed 2026-10-23
Veracity Capital LLC
INCREASED
Shares80,181 from 78,798
Change+1,383 (+2%)
Value$1.3M (-$561.8K)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares74,609 from 44,119
Change+30,490 (+69%)
Value$1.2M (+$177.9K)
Filed 2026-10-23
Brown Miller Wealth Management, LLC
UNCHANGED
Shares72,421 from 72,421
Change0 (0%)
Value$1.2M (-$537.4K)
Filed 2026-11-02
Anderson Hoagland & Co
UNCHANGED
Shares64,067 from 64,067
Change0 (0%)
Value$745.1K (-$791.9K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares62,813 from 60,884
Change+1,929 (+3%)
Value$1.0M (-$419.8K)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares62,345 from 61,864
Change+481 (+1%)
Value$1.0M (-$451.1K)
Filed 2026-11-04
Strs Ohio
DECREASED
Shares58,400 from 72,400
Change-14,000 (-19%)
Value$967.7K (-$769.2K)
Filed 2026-10-30
Moran Wealth Management, LLC
NEW
Shares57,376
Change+57,376
Value$950.7K
Filed 2026-10-22
Rakuten Securities, Inc.
INCREASED
Shares56,653 from 10,916
Change+45,737 (+419%)
Value$938.7K (+$676.9K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares55,868 from 53,684
Change+2,184 (+4%)
Value$925.7K (-$362.1K)
Filed 2026-10-26
Pictet Asset Management Holding SA
UNCHANGED
Shares55,817 from 55,817
Change0 (0%)
Value$924.9K (-$414.2K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares55,714 from 55,729
Change-15 (0%)
Value$923.2K (-$413.8K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares53,462 from 56,242
Change-2,780 (-5%)
Value$885.9K (-$463.4K)
Filed 2026-11-05
Wealth Management Partners, LLC
INCREASED
Shares52,178 from 49,127
Change+3,051 (+6%)
Value$864.6K (-$314.0K)
Filed 2026-10-21
Virginia Retirement Systems ET Al
DECREASED
Shares51,900 from 54,700
Change-2,800 (-5%)
Value$860.0K (-$452.3K)
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares46,924 from 48,913
Change-1,989 (-4%)
Value$777.5K (-$395.9K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares46,360 from 48,842
Change-2,482 (-5%)
Value$676.9K (-$304.4K)
Filed 2026-10-13
Corecam Pte. Ltd.
INCREASED
Shares44,519 from 33,572
Change+10,947 (+33%)
Value$721.7K (-$83.7K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
INCREASED
Shares43,083 from 1,034
Change+42,049 (+4067%)
Value$713.9K (+$689.1K)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares42,704 from 28,228
Change+14,476 (+51%)
Value$707.6K (+$30.4K)
Filed 2026-11-02
Eagle Strategies LLC
INCREASED
Shares41,009 from 40,888
Change+121 (+0%)
Value$679.5K (-$301.4K)
Filed 2026-10-16
BayBridge Capital Group, LLC
INCREASED
Shares38,474 from 27,258
Change+11,216 (+41%)
Value$637.5K (-$16.4K)
Filed 2026-10-13
State of Michigan Retirement System
INCREASED
Shares38,426 from 30,426
Change+8,000 (+26%)
Value$636.7K (-$93.2K)
Filed 2026-10-27
Schear Investment Advisers, LLC
NEW
Shares38,349
Change+38,349
Value$635.4K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares38,349 from 38,810
Change-461 (-1%)
Value$635.4K (-$295.6K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares38,000 from 39,916
Change-1,916 (-5%)
Value$629.7K (-$327.9K)
Filed 2026-11-06
Xponance LLC
DECREASED
Shares35,255 from 36,346
Change-1,091 (-3%)
Value$584.2K (-$287.8K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares34,862 from 22,877
Change+11,985 (+52%)
Value$577.7K (+$28.9K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares32,854 from 34,567
Change-1,713 (-5%)
Value$544.4K (-$284.9K)
Filed 2026-10-20
Triton Wealth Management, Pllc
INCREASED
Shares32,790 from 32,756
Change+34 (+0%)
Value$338.0K (-$338.1K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares30,003 from 21,067
Change+8,936 (+42%)
Value$497.2K (-$8.2K)
Filed 2026-10-27
Focus Financial Network, Inc.
INCREASED
Shares29,606 from 18,408
Change+11,198 (+61%)
Value$490.6K (+$49.0K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares29,450 from 23,024
Change+6,426 (+28%)
Value$488.0K (-$64.3K)
Filed 2026-10-08
Wealth Quarterback LLC
INCREASED
Shares28,993 from 24,319
Change+4,674 (+19%)
Value$480.4K (-$103.0K)
Filed 2026-10-20
bLong Financial, LLC
INCREASED
Shares28,454 from 26,793
Change+1,661 (+6%)
Value$471.5K (-$171.3K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED
Shares28,105 from 27,498
Change+607 (+2%)
Value$465.4K (-$180.8K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares27,453
Change+27,453
Value$463.5K
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares26,700 from 26,700
Change0 (0%)
Value$442.4K (-$198.1K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares26,532 from 26,780
Change-248 (-1%)
Value$439.6K (-$202.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares25,392 from 26,962
Change-1,570 (-6%)
Value$420.7K (-$226.1K)
Filed 2026-10-26
AlphaCentric Advisors LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$414.3K (-$185.5K)
Filed 2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED
Shares24,564 from 24,564
Change0 (0%)
Value$407.0K (-$182.3K)
Filed 2026-11-03
MSH Capital Advisors LLC
NEW
Shares24,368
Change+24,368
Value$414.3K
Filed 2026-11-03
AlphaStar Capital Management, LLC
DECREASED
Shares23,441 from 24,567
Change-1,126 (-5%)
Value$388.4K (-$200.9K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares23,366 from 27,794
Change-4,428 (-16%)
Value$387.2K (-$279.6K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED
Shares22,216 from 20,326
Change+1,890 (+9%)
Value$368.1K (-$119.5K)
Filed 2026-10-09
Keybank National Association
INCREASED
Shares22,167 from 11,530
Change+10,637 (+92%)
Value$367.3K (+$90.7K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares21,989 from 21,007
Change+982 (+5%)
Value$364.4K (-$139.6K)
Filed 2026-11-05
Wealth Analytics Partners, LLC
DECREASED
Shares21,926 from 21,975
Change-49 (0%)
Value$363.3K (-$53.1K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
DECREASED
Shares21,381 from 22,126
Change-745 (-3%)
Value$354.4K (-$166.1K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares21,162 from 22,270
Change-1,108 (-5%)
Value$350.7K (-$183.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares21,091 from 13,440
Change+7,651 (+57%)
Value$349.5K (+$27.1K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
DECREASED
Shares20,973 from 59,854
Change-38,881 (-65%)
Value$347.5K (-$1.1M)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares20,865 from 15,454
Change+5,411 (+35%)
Value$345.7K (-$25.0K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
INCREASED
Shares20,726 from 18,272
Change+2,454 (+13%)
Value$343.4K (-$94.9K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares20,615 from 16,910
Change+3,705 (+22%)
Value$341.6K (-$64.1K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares19,880 from 14,899
Change+4,981 (+33%)
Value$329.0K (-$28.0K)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares18,795 from 18,577
Change+218 (+1%)
Value$240.9K (-$121.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares18,795 from 18,577
Change+218 (+1%)
Value$240.9K (-$121.6K)
Filed 2026-10-20
Abel Hall, LLC
DECREASED
Shares17,156 from 23,458
Change-6,302 (-27%)
Value$284.3K (-$278.5K)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares16,980 from 15,967
Change+1,013 (+6%)
Value$407.4K (+$24.3K)
Filed 2026-11-06
Breakthru Advisory Services, LLC
NEW
Shares16,943
Change+16,943
Value$280.7K
Filed 2026-10-13
Rossmore Private Capital
UNCHANGED
Shares16,920 from 16,920
Change0 (0%)
Value$280.4K (-$125.5K)
Filed 2026-10-27
Savant Capital, LLC
NEW
Shares16,917
Change+16,917
Value$280.3K
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares16,550 from 21,283
Change-4,733 (-22%)
Value$274.2K (-$236.3K)
Filed 2026-11-05
Integrity Alliance, Llc.
NEW
Shares16,392
Change+16,392
Value$271.6K
Filed 2026-10-29
Cherokee Insurance Co
NEW
Shares16,300
Change+16,300
Value$270.1K
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares15,910 from 15,125
Change+785 (+5%)
Value$185.5K (-$73.1K)
Filed 2026-10-27
Inspire Investing, LLC
DECREASED
Shares15,490 from 15,670
Change-180 (-1%)
Value$256.7K (-$119.3K)
Filed 2026-10-22
Prospera Financial Services Inc
NEW
Shares15,062
Change+15,062
Value$160.4K
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares14,615 from 19,737
Change-5,122 (-26%)
Value$242.2K (-$231.3K)
Filed 2026-11-03
Pier 88 Investment Partners LLC
INCREASED
Shares14,100 from 6,300
Change+7,800 (+124%)
Value$233.6K (+$82.5K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares13,902 from 17,754
Change-3,852 (-22%)
Value$230.4K (-$195.6K)
Filed 2026-10-13
DMC Group, LLC
DECREASED
Shares13,873 from 28,039
Change-14,166 (-51%)
Value$229.9K (-$442.8K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED
Shares13,729 from 17,164
Change-3,435 (-20%)
Value$227.5K (-$181.5K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
INCREASED
Shares13,608 from 9,308
Change+4,300 (+46%)
Value$144.9K (-$78.4K)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
NEW
Shares13,605
Change+13,605
Value$225.4K
Filed 2026-11-03
Yorktown Management & Research Co Inc
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$217.1K (-$97.2K)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares12,983 from 18,496
Change-5,513 (-30%)
Value$215.1K (-$228.6K)
Filed 2026-11-06
Princeton Capital Management LLC
INCREASED
Shares12,697 from 12,527
Change+170 (+1%)
Value$210.4K (-$90.1K)
Filed 2026-10-27
Channel Wealth LLC
NEW
Shares12,689
Change+12,689
Value$210.3K
Filed 2026-11-06
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$207.1K (-$92.8K)
Filed 2026-10-27
International Assets Investment Management, LLC
DECREASED
Shares12,378 from 15,498
Change-3,120 (-20%)
Value$205.0K (-$160.2K)
Filed 2026-11-02
BankChampaign, National Association
NEW
Shares12,326
Change+12,326
Value$204.2K
Filed 2026-10-19
J. Safra Sarasin Holding AG
DECREASED
Shares12,244 from 12,863
Change-619 (-5%)
Value$202.9K (-$105.8K)
Filed 2026-10-26
Sterling Capital Management LLC
INCREASED
Shares12,191 from 1,298
Change+10,893 (+839%)
Value$202.0K (+$170.9K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares12,177 from 13,192
Change-1,015 (-8%)
Value$201.8K (-$114.7K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares11,750 from 11,650
Change+100 (+1%)
Value$194.7K (-$84.8K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
NEW
Shares11,731
Change+11,731
Value$194.4K
Filed 2026-11-04
Nykredit A/S
UNCHANGED
Shares11,622 from 11,622
Change0 (0%)
Value$192.6K (-$86.2K)
Filed 2026-11-06
CIBC Asset Management Inc
UNCHANGED
Shares11,342 from 11,342
Change0 (0%)
Value$187.9K (-$84.2K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares10,929 from 9,533
Change+1,396 (+15%)
Value$181.1K (-$47.6K)
Filed 2026-11-05
Capstone Capital Management Ltd
UNCHANGED
Shares10,521 from 10,521
Change0 (0%)
Value$174.3K (-$78.1K)
Filed 2026-10-21
Lauer Wealth, LLC
DECREASED
Shares10,500 from 10,780
Change-280 (-3%)
Value$153.3K (-$51.0K)
Filed 2026-10-13
KBC Group NV
UNCHANGED
Shares10,379 from 10,379
Change0 (0%)
Value$172.0K (-$77.0K)
Filed 2026-10-22
AlphaCore Capital LLC
NEW
Shares10,352
Change+10,352
Value$171.5K
Filed 2026-11-04
Praxis Investment Management Inc
DECREASED
Shares10,198 from 11,027
Change-829 (-8%)
Value$169.0K (-$96.0K)
Filed 2026-11-03
LVZ, Inc.
UNCHANGED
Shares10,163 from 10,163
Change0 (0%)
Value$168.4K (-$75.4K)
Filed 2026-10-20
Amalgamated Bank
UNCHANGED
Shares10,026 from 10,026
Change0 (0%)
Value$166.0K (-$75.0K)
Filed 2026-10-23
Private Capital Advisors, Inc.
UNCHANGED
Shares10,002 from 10,002
Change0 (0%)
Value$165.7K (-$74.2K)
Filed 2026-10-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares9,322 from 5,047
Change+4,275 (+85%)
Value$154.5K (+$33.4K)
Filed 2026-11-06
Noble Wealth Management PBC
UNCHANGED
Shares8,150 from 8,150
Change0 (0%)
Value$135.0K (-$60.5K)
Filed 2026-10-01
Syntax Research, Inc.
NEW
Shares7,928
Change+7,928
Value$131.4K
Filed 2026-11-04
Strategic Advocates LLC
DECREASED
Shares7,917 from 9,782
Change-1,865 (-19%)
Value$131.2K (-$103.5K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares7,052 from 6,286
Change+766 (+12%)
Value$116.9K (-$33.9K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares6,900 from 5,900
Change+1,000 (+17%)
Value$114.3K (-$27.2K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares6,722 from 6,115
Change+607 (+10%)
Value$111.4K (-$35.3K)
Filed 2026-10-08
TrinityBridge Ltd
INCREASED
Shares6,181 from 6,116
Change+65 (+1%)
Value$102.0K (-$45.0K)
Filed 2026-10-30
Generali Asset Management SPA SGR
UNCHANGED
Shares5,298 from 5,298
Change0 (0%)
Value$87.8K (-$39.3K)
Filed 2026-10-26
OP Asset Management Ltd
DECREASED
Shares4,816 from 7,899
Change-3,083 (-39%)
Value$79.8K (-$109.7K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,579 from 10,374
Change-5,795 (-56%)
Value$75.9K (-$173.0K)
Filed 2026-10-27
Spirit of America Management Corp
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$74.6K (-$33.4K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares4,404 from 2,295
Change+2,109 (+92%)
Value$73.0K (+$17.9K)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares4,259 from 3,978
Change+281 (+7%)
Value$70.6K (-$24.9K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares4,136
Change+4,136
Value$68.5K
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares3,922 from 3,224
Change+698 (+22%)
Value$65.0K (-$12.4K)
Filed 2026-10-08
Key Client Fiduciary Advisors, LLC
DECREASED
Shares3,910 from 4,085
Change-175 (-4%)
Value$64.8K (-$33.2K)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares3,552 from 3,500
Change+52 (+1%)
Value$58.9K (-$17.5K)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares3,428
Change+3,428
Value$56.8K
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares3,371 from 6,202
Change-2,831 (-46%)
Value$55.9K (-$92.9K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares3,264 from 2,926
Change+338 (+12%)
Value$54.1K (-$16.1K)
Filed 2026-10-26
Mosley Wealth Management
DECREASED
Shares2,659 from 3,057
Change-398 (-13%)
Value$34.1K (-$39.3K)
Filed 2026-10-16
StrongBox Wealth, LLC
INCREASED
Shares2,605 from 2,255
Change+350 (+16%)
Value$43.2K (-$10.9K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares2,475
Change+2,475
Value$41.0K
Filed 2026-11-04
Strengthening Families & Communities, LLC
INCREASED
Shares2,473 from 1,433
Change+1,040 (+73%)
Value$41.0K (+$6.6K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares2,393
Change+2,393
Value$39.6K
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares2,351 from 2,346
Change+5 (+0%)
Value$39.0K (-$17.3K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares2,315
Change+2,315
Value$38.4K
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares2,213 from 1,089
Change+1,124 (+103%)
Value$36.7K (+$10.5K)
Filed 2026-10-26
Nvwm, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$35.2K (-$15.8K)
Filed 2026-10-14
Stone House Investment Management, LLC
DECREASED
Shares2,089 from 2,534
Change-445 (-18%)
Value$34.6K (-$26.2K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$33.1K (-$14.8K)
Filed 2026-10-22
Financial Consulate, Inc
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$32.1K (-$14.4K)
Filed 2026-10-23
Adirondack Trust Co
INCREASED
Shares1,649 from 449
Change+1,200 (+267%)
Value$27.3K (+$16.5K)
Filed 2026-10-14
Kelleher Financial Advisors
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$27.0K (-$12.1K)
Filed 2026-10-30
Signaturefd, LLC
DECREASED
Shares1,579 from 5,422
Change-3,843 (-71%)
Value$26.2K (-$103.9K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares1,524 from 377
Change+1,147 (+304%)
Value$25.3K (+$16.2K)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$24.9K (-$11.1K)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares1,469 from 1,459
Change+10 (+1%)
Value$24.3K (-$10.7K)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares1,425 from 2,625
Change-1,200 (-46%)
Value$23.6K (-$39.4K)
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$23.2K (-$10.4K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
DECREASED
Shares1,200 from 1,250
Change-50 (-4%)
Value$19.9K (-$10.1K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares1,110
Change+1,110
Value$18.4K
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares1,093
Change+1,093
Value$18.1K
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$16.5K (-$7.4K)
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares917
Change+917
Value$15.2K
Filed 2026-10-30
Valley National Advisers Inc
DECREASED
Shares905 from 1,095
Change-190 (-17%)
Value$15.0K (-$11.3K)
Filed 2026-10-23
Versant Capital Management, Inc
INCREASED
Shares870 from 845
Change+25 (+3%)
Value$14.4K (-$5.9K)
Filed 2026-10-02
Cape Investment Advisory, Inc.
INCREASED
Shares825 from 266
Change+559 (+210%)
Value$13.7K (+$7.3K)
Filed 2026-10-13
Heritage Family Offices, LLP
NEW
Shares821
Change+821
Value$13.6K
Filed 2026-11-02
CX Institutional
INCREASED
Shares800 from 200
Change+600 (+300%)
Value$13 (+$8)
Filed 2026-10-02
Western Pacific Wealth Management, LP
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$13.3K (-$5.9K)
Filed 2026-10-16
Arlington Trust Co LLC
NEW
Shares721
Change+721
Value$11.9K
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares704 from 1,611
Change-907 (-56%)
Value$11.7K (-$27.0K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$10.8K (-$4.8K)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares620 from 20
Change+600 (+3000%)
Value$10.3K (+$9.8K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$9.9K (-$4.5K)
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares550 from 1,350
Change-800 (-59%)
Value$9.1K (-$23.3K)
Filed 2026-10-15
Signature Equity Partners, LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$8.8K (-$4.0K)
Filed 2026-10-29
Investors Research Corp
INCREASED
Shares521 from 82
Change+439 (+535%)
Value$8.6K (+$6.7K)
Filed 2026-10-07
Citizens National Bank Trust Department
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$8.3K (-$3.7K)
Filed 2026-11-04
Evolution Wealth Management Inc.
NEW
Shares499
Change+499
Value$8.3K
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares485 from 685
Change-200 (-29%)
Value$8.0K (-$8.4K)
Filed 2026-10-20
Legacy Bridge, LLC
NEW
Shares465
Change+465
Value$7.7K
Filed 2026-10-28
Madden Securities Corp
NEW
Shares455
Change+455
Value$7.5K
Filed 2026-10-27
Peterson Wealth Management
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$7.5K (-$3.3K)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares436 from 465
Change-29 (-6%)
Value$7 (-$4)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$7.2K (-$3.2K)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$7.0K (-$3.2K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares424 from 229
Change+195 (+85%)
Value$7.0K (+$1.5K)
Filed 2026-10-21
Fortitude Family Office, LLC
INCREASED
Shares401 from 400
Change+1 (+0%)
Value$6.6K (-$3.0K)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$6.2K (-$2.8K)
Filed 2026-10-15
RHL Group, LLC
INCREASED
Shares300 from 140
Change+160 (+114%)
Value$5.0K (+$1.6K)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.0K (-$2.2K)
Filed 2026-10-19
Hoey Investments, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.0K (-$2.2K)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.0K (-$2.2K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.0K (-$2.2K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.0K (-$2.2K)
Filed 2026-10-16
Fairman Group, LLC
NEW
Shares277
Change+277
Value$4.6K
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares261 from 217
Change+44 (+20%)
Value$4.3K (-$881)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares249
Change+249
Value$4.1K
Filed 2026-10-30
Avion Wealth
DECREASED
Shares230 from 264
Change-34 (-13%)
Value$3 (-$3)
Filed 2026-11-04
Torren Management, LLC
NEW
Shares210
Change+210
Value$3.5K
Filed 2026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.3K (-$1.5K)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.4K (-$2.3K)
Filed 2026-10-29
Birchbrook, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.3K (-$1.5K)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$3.3K (-$1.5K)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares188 from 487
Change-299 (-61%)
Value$3.1K (-$8.6K)
Filed 2026-10-15
Clayton Financial Group LLC
NEW
Shares181
Change+181
Value$3.0K
Filed 2026-10-13
Pittenger & Anderson Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$3.0K (-$1.3K)
Filed 2026-11-02
Kennebec Savings Bank
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$2.8K (-$1.3K)
Filed 2026-10-22
Aspect Partners, LLC
INCREASED
Shares155 from 148
Change+7 (+5%)
Value$2.6K (-$983)
Filed 2026-10-20
Elyxium Wealth, LLC
NEW
Shares144
Change+144
Value$2.4K
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$2.4K (-$1.1K)
Filed 2026-11-04
Coston, McIsaac & Partners
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$2.1K (+$2.1K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
NEW
Shares120
Change+120
Value$2.0K
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares100
Change+100
Value$1.7K
Filed 2026-10-27
Tradewinds Capital Management, LLC
NEW
Shares100
Change+100
Value$1.7K
Filed 2026-10-23
Clark Wealth Partners
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.7K (-$742)
Filed 2026-10-19
Navigoe, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1 (-$1)
Filed 2026-11-04
Sfam, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.7K (-$742)
Filed 2026-11-03
Toth Financial Advisory Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.7K (-$742)
Filed 2026-10-08
Tower View Wealth Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.7K (-$742)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares99 from 172
Change-73 (-42%)
Value$1.6K (-$2.5K)
Filed 2026-10-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$1.3K (-$579)
Filed 2026-11-04
Gen-Wealth Partners Inc
INCREASED
Shares67 from 62
Change+5 (+8%)
Value$1.1K (-$373)
Filed 2026-11-04
First Horizon Corp
INCREASED
Shares65 from 33
Change+32 (+97%)
Value$1.1K (+$285)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares50
Change+50
Value$829
Filed 2026-10-27
Burkett Financial Services, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$679 (-$304)
Filed 2026-10-01
Marquette Asset Management, LLC
DECREASED
Shares34 from 92
Change-58 (-63%)
Value$564 (-$1.6K)
Filed 2026-10-09
DeDora Capital, Inc.
NEW
Shares31
Change+31
Value$514
Filed 2026-10-26
Bell Investment Advisors, Inc
INCREASED
Shares28 from 21
Change+7 (+33%)
Value$464 (-$40)
Filed 2026-10-29
Natixis
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$464 (-$208)
Filed 2026-11-06
CrossGen Wealth, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$447 (-$201)
Filed 2026-10-30
Albion Financial Group
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$431 (-$193)
Filed 2026-10-21
Retirement Wealth Solutions LLC
DECREASED
Shares21 from 29
Change-8 (-28%)
Value$348 (-$348)
Filed 2026-10-07
Zions Bancorporation, National Association
NEW
Shares12
Change+12
Value$199
Filed 2026-11-06
TFC Financial Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$166 (-$74)
Filed 2026-10-26
Dupont Capital Management Corp
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$33 (-$15)
Filed 2026-10-23
Essential Partners LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$33 (-$15)
Filed 2026-10-14
Lisanti Capital Growth, LLC
CLOSED
Shares0 from 112,955
Change-112,955 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Great Lakes Advisors, LLC
CLOSED
Shares0 from 105,731
Change-105,731 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
OAK Ridge Investments LLC
CLOSED
Shares0 from 88,856
Change-88,856 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-30
Zweig-DiMenna Associates LLC
CLOSED
Shares0 from 54,800
Change-54,800 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
Sowell Financial Services LLC
CLOSED
Shares0 from 24,114
Change-24,114 (-100%)
Value$0 (-$578.5K)
Filed 2026-10-23
Principle Wealth Partners LLC
CLOSED
Shares0 from 23,180
Change-23,180 (-100%)
Value$0 (-$556.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 22,942
Change-22,942 (-100%)
Value$0 (-$550.4K)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 14,617
Change-14,617 (-100%)
Value$0 (-$350.7K)
Filed 2026-11-03
Wealth Effects LLC
CLOSED
Shares0 from 13,850
Change-13,850 (-100%)
Value$0 (-$332.3K)
Filed 2026-10-23
Parisi Gray Wealth Management
CLOSED
Shares0 from 13,008
Change-13,008 (-100%)
Value$0 (-$312.1K)
Filed 2026-10-16
Venture Visionary Partners LLC
CLOSED
Shares0 from 12,217
Change-12,217 (-100%)
Value$0 (-$293.1K)
Filed 2026-10-07
Presilium Private Wealth, LLC
CLOSED
Shares0 from 10,607
Change-10,607 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-26
Mission Wealth Management, LP
CLOSED
Shares0 from 10,110
Change-10,110 (-100%)
Value$0 (-$242.5K)
Filed 2026-10-15
Piar LLC
CLOSED
Shares0 from 10,052
Change-10,052 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 9,757
Change-9,757 (-100%)
Value$0 (-$234.1K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 9,641
Change-9,641 (-100%)
Value$0 (-$231.3K)
Filed 2026-10-20
Brighton Jones LLC
CLOSED
Shares0 from 9,440
Change-9,440 (-100%)
Value$0 (-$226.5K)
Filed 2026-11-03
Moneco Advisors, LLC
CLOSED
Shares0 from 9,425
Change-9,425 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-05
Thompson Davis & Co., Inc.
CLOSED
Shares0 from 9,200
Change-9,200 (-100%)
Value$0 (-$220.7K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 9,072
Change-9,072 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-09
Evanson Financial, LLC
CLOSED
Shares0 from 8,915
Change-8,915 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-23
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 8,720
Change-8,720 (-100%)
Value$0 (-$209.2K)
Filed 2026-11-06
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 8,700
Change-8,700 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-14
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 8,580
Change-8,580 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-23
Archford Capital Strategies, LLC
CLOSED
Shares0 from 8,341
Change-8,341 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-19
Traynor Capital Management, Inc.
CLOSED
Shares0 from 6,100
Change-6,100 (-100%)
Value$0 (-$146.3K)
Filed 2026-10-29
Acropolis Investment Management, LLC
CLOSED
Shares0 from 4,924
Change-4,924 (-100%)
Value$0 (-$118.1K)
Filed 2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$44.4K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$31.2K)
Filed 2026-10-16
Barrett & Company, Inc.
CLOSED
Shares0 from 1,620
Change-1,620 (-100%)
Value$0 (-$38.9K)
Filed 2026-10-22
V-Square Quantitative Management LLC
CLOSED
Shares0 from 1,099
Change-1,099 (-100%)
Value$0 (-$26.4K)
Filed 2026-10-15
UMB Bank, n.a.
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$18.0K)
Filed 2026-11-06
Y.D. More Investments Ltd
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$12.0K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$10.2K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-28
Princeton Global Asset Management LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-13
WPG Advisers, LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-27
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-30
Rossby Financial, LCC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-05
Hughes Financial Services, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$888)
Filed 2026-10-30
Bare Financial Services, Inc
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$552)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$408)
Filed 2026-10-29
Bayforest Capital Ltd
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$312)
Filed 2026-11-03
Axiom Investment Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$240)
Filed 2026-11-03
Islay Capital Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$144)
Filed 2026-10-20
BlackRock, Inc.
N/A
Shares— from 33,147,399
Change-33,147,399 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 22,021,534
Change-22,021,534 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 15,940,671
Change-15,940,671 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,645,700
Change-11,645,700 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,029,667
Change-9,029,667 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 6,206,861
Change-6,206,861 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,477,459
Change-4,477,459 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,342,782
Change-4,342,782 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,367,998
Change-3,367,998 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,284,474
Change-3,284,474 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,915,783
Change-2,915,783 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,912,047
Change-2,912,047 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,860,784
Change-2,860,784 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,744,938
Change-2,744,938 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,681,329
Change-2,681,329 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,598,897
Change-2,598,897 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,339,788
Change-2,339,788 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,269,777
Change-2,269,777 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,820,485
Change-1,820,485 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,820,070
Change-1,820,070 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,660,867
Change-1,660,867 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,635,086
Change-1,635,086 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,516,874
Change-1,516,874 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,449,909
Change-1,449,909 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,405,944
Change-1,405,944 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,375,100
Change-1,375,100 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 1,313,161
Change-1,313,161 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 1,147,775
Change-1,147,775 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,085,151
Change-1,085,151 (-100%)
Value—
FMR LLC
N/A
Shares— from 881,996
Change-881,996 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 843,254
Change-843,254 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 799,873
Change-799,873 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 744,840
Change-744,840 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 744,084
Change-744,084 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 717,400
Change-717,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 672,728
Change-672,728 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 583,049
Change-583,049 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 569,752
Change-569,752 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 525,038
Change-525,038 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 504,288
Change-504,288 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 480,849
Change-480,849 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 467,185
Change-467,185 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 453,655
Change-453,655 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 424,320
Change-424,320 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 413,613
Change-413,613 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 382,528
Change-382,528 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 366,806
Change-366,806 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 348,991
Change-348,991 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 313,200
Change-313,200 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 280,646
Change-280,646 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 280,100
Change-280,100 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 268,928
Change-268,928 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 261,659
Change-261,659 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 249,978
Change-249,978 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 239,215
Change-239,215 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 230,711
Change-230,711 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 227,400
Change-227,400 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 222,039
Change-222,039 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 215,128
Change-215,128 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 204,727
Change-204,727 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 197,678
Change-197,678 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 197,023
Change-197,023 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 190,617
Change-190,617 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 186,134
Change-186,134 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 179,690
Change-179,690 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 176,257
Change-176,257 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 174,143
Change-174,143 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 174,031
Change-174,031 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 167,525
Change-167,525 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 160,714
Change-160,714 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 159,973
Change-159,973 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 148,891
Change-148,891 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 141,513
Change-141,513 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 140,982
Change-140,982 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 135,849
Change-135,849 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 133,200
Change-133,200 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 131,972
Change-131,972 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 131,672
Change-131,672 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 129,523
Change-129,523 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 126,927
Change-126,927 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 118,757
Change-118,757 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 117,820
Change-117,820 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 109,454
Change-109,454 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 108,986
Change-108,986 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 108,907
Change-108,907 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 100,413
Change-100,413 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 98,910
Change-98,910 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 92,896
Change-92,896 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 89,189
Change-89,189 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 88,301
Change-88,301 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 82,356
Change-82,356 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 81,000
Change-81,000 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 79,693
Change-79,693 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 78,972
Change-78,972 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 76,750
Change-76,750 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 73,885
Change-73,885 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 69,679
Change-69,679 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 66,904
Change-66,904 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 65,090
Change-65,090 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 63,045
Change-63,045 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 62,013
Change-62,013 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 61,130
Change-61,130 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 60,889
Change-60,889 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 54,679
Change-54,679 (-100%)
Value—
Allstate Corp
N/A
Shares— from 54,282
Change-54,282 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 53,618
Change-53,618 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 49,067
Change-49,067 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 48,454
Change-48,454 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 47,962
Change-47,962 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 44,791
Change-44,791 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 44,074
Change-44,074 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 43,125
Change-43,125 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 43,063
Change-43,063 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 42,100
Change-42,100 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 40,948
Change-40,948 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 40,707
Change-40,707 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 40,701
Change-40,701 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 39,887
Change-39,887 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 37,475
Change-37,475 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 36,283
Change-36,283 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 35,589
Change-35,589 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 35,454
Change-35,454 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 35,305
Change-35,305 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 34,758
Change-34,758 (-100%)
Value—
Blair William & Co
N/A
Shares— from 34,709
Change-34,709 (-100%)
Value—
&partners
N/A
Shares— from 33,763
Change-33,763 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 33,536
Change-33,536 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 33,307
Change-33,307 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 32,903
Change-32,903 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 32,775
Change-32,775 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 31,625
Change-31,625 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,684
Change-30,684 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 30,548
Change-30,548 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 30,059
Change-30,059 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 28,671
Change-28,671 (-100%)
Value—
Scoggin Management LP
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 27,395
Change-27,395 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 26,211
Change-26,211 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 25,012
Change-25,012 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 23,269
Change-23,269 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 22,898
Change-22,898 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,828
Change-22,828 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 22,435
Change-22,435 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 21,826
Change-21,826 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20,712
Change-20,712 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 19,947
Change-19,947 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 19,914
Change-19,914 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,705
Change-19,705 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 19,701
Change-19,701 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 19,258
Change-19,258 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,098
Change-19,098 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 18,650
Change-18,650 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,552
Change-18,552 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,460
Change-18,460 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 18,374
Change-18,374 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 18,032
Change-18,032 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 17,357
Change-17,357 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 17,281
Change-17,281 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,136
Change-17,136 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,103
Change-17,103 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,066
Change-17,066 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,546
Change-16,546 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,054
Change-16,054 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 15,490
Change-15,490 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,170
Change-15,170 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,985
Change-14,985 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 13,990
Change-13,990 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 13,710
Change-13,710 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 13,644
Change-13,644 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,574
Change-13,574 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 13,496
Change-13,496 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,434
Change-13,434 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,373
Change-13,373 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,080
Change-13,080 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,908
Change-12,908 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 12,764
Change-12,764 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 12,723
Change-12,723 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 12,680
Change-12,680 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,618
Change-12,618 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 12,274
Change-12,274 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 12,264
Change-12,264 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Man Group plc
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 10,390
Change-10,390 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
Aviva PLC
N/A
Shares— from 9,898
Change-9,898 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,351
Change-9,351 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9,282
Change-9,282 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,648
Change-8,648 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 8,645
Change-8,645 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 945
Change-945 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 659
Change-659 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 350
Change-350 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 226
Change-226 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 200
Change-200 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 195
Change-195 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 73
Change-73 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 28
Change-28 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 22
Change-22 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 14
Change-14 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11
Change-11 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED9,515,0439,270,389+244,654+3%$222.4M$157.7M-$64.7M2026-11-06
Unicom Systems, Inc.
UNCHANGED3,121,3463,121,34600%$74.9M$51.7M-$23.2M2026-10-13
Bank of New York Mellon Corp
INCREASED2,774,0152,290,584+483,431+21%$55.0M$46.0M-$9.0M2026-11-05
DekaBank Deutsche Girozentrale
NEW1,265,798—+1,265,798——$20.8M—2026-10-27
LPL Financial LLC
DECREASED1,154,0661,234,628-80,562-7%$29.6M$19.1M-$10.5M2026-11-06
Deutsche Bank Ag\
INCREASED502,466495,858+6,608+1%$11.9M$8.3M-$3.6M2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED468,357488,648-20,291-4%$11.7M$7.8M-$4.0M2026-11-06
McGuire Investment Group, LLC
INCREASED411,189408,581+2,608+1%$9.8M$6.8M-$3.0M2026-10-23
Burr Financial Services, LLC
NEW382,788—+382,788——$6.3M—2026-10-08
Creative Planning
DECREASED271,255336,147-64,892-19%$8.1M$4.5M-$3.6M2026-11-02
Kestra Advisory Services, LLC
INCREASED257,449250,598+6,851+3%$6.0M$4.3M-$1.7M2026-11-02
Russell Investments Group, Ltd.
INCREASED252,468247,509+4,959+2%$5.9M$4.2M-$1.8M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED249,731244,959+4,772+2%$5.9M$4.1M-$1.7M2026-11-02
SBI Securities Co., Ltd.
INCREASED188,065183,857+4,208+2%$4.4M$3.1M-$1.3M2026-10-22
SLT Holdings LLC
DECREASED179,971186,171-6,200-3%$4.5M$3.0M-$1.5M2026-10-15
Yarbrough Capital, LLC
UNCHANGED160,368160,36800%$3.8M$2.7M-$1.2M2026-10-19
Commonwealth Equity Services, LLC
INCREASED160,161144,998+15,163+10%$3.5M$2.7M-$824.6K2026-11-02
Imc-Chicago, LLC
NEW157,645—+157,645——$2.6M—2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED156,613154,267+2,346+2%$3.7M$2.6M-$1.1M2026-10-21
Barclays PLC
INCREASED145,21159,906+85,305+142%$1.4M$2.4M+$969.0K2026-11-06
Amundi
INCREASED142,434141,178+1,256+1%$3.4M$2.4M-$1.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED128,027119,120+8,907+7%$2.9M$2.1M-$736.3K2026-11-04
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED125,00075,000+50,000+67%$1.8M$2.1M+$272.0K2026-11-06
Bouvel Investment Partners, LLC
DECREASED124,152124,207-550%$3.0M$2.1M-$922.5K2026-10-13
Citigroup Inc
DECREASED123,981295,351-171,370-58%$7.1M$2.1M-$5.0M2026-11-04
State of New Jersey Common Pension Fund D
UNCHANGED116,792116,79200%$2.8M$1.9M-$866.6K2026-11-05
Vontobel Holding Ltd.
INCREASED115,76177,903+37,858+49%$1.9M$1.9M+$49.3K2026-10-16
Leonteq Securities AG
INCREASED106,07831,187+74,891+240%$748.2K$1.8M+$1.0M2026-10-29
Arizona State Retirement System
INCREASED100,80698,664+2,142+2%$2.4M$1.7M-$696.6K2026-11-03
RFG Advisory, LLC
INCREASED97,71267,633+30,079+44%$1.6M$1.6M-$3.4K2026-11-03
Fort Washington Investment Advisors Inc
UNCHANGED93,27893,27800%$2.2M$1.5M-$692.1K2026-10-15
Simplex Trading, LLC
DECREASED91,020122,302-31,282-26%$2.9M$1.5M-$1.4M2026-11-04
Truist Financial Corp
INCREASED87,34443,987+43,357+99%$1.1M$1.4M+$392.0K2026-10-30
Banque Pictet & CIE SA
UNCHANGED85,00085,00000%$2.0M$1.4M-$630.7K2026-10-16
B&D White Capital Company, LLC
NEW83,000—+83,000——$1.4M—2026-11-02
Citizens Financial Group Inc
INCREASED81,66081,096+564+1%$1.9M$1.4M-$592.4K2026-10-23
Veracity Capital LLC
INCREASED80,18178,798+1,383+2%$1.9M$1.3M-$561.8K2026-10-08
Simplicity Wealth,LLC
INCREASED74,60944,119+30,490+69%$1.1M$1.2M+$177.9K2026-10-23
Brown Miller Wealth Management, LLC
UNCHANGED72,42172,42100%$1.7M$1.2M-$537.4K2026-11-02
Anderson Hoagland & Co
UNCHANGED64,06764,06700%$1.5M$745.1K-$791.9K2026-10-23
Money Concepts Capital Corp
INCREASED62,81360,884+1,929+3%$1.5M$1.0M-$419.8K2026-11-06
Csenge Advisory Group
INCREASED62,34561,864+481+1%$1.5M$1.0M-$451.1K2026-11-04
Strs Ohio
DECREASED58,40072,400-14,000-19%$1.7M$967.7K-$769.2K2026-10-30
Moran Wealth Management, LLC
NEW57,376—+57,376——$950.7K—2026-10-22
Rakuten Securities, Inc.
INCREASED56,65310,916+45,737+419%$261.9K$938.7K+$676.9K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED55,86853,684+2,184+4%$1.3M$925.7K-$362.1K2026-10-26
Pictet Asset Management Holding SA
UNCHANGED55,81755,81700%$1.3M$924.9K-$414.2K2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED55,71455,729-150%$1.3M$923.2K-$413.8K2026-10-13
Fifth Third Bancorp
DECREASED53,46256,242-2,780-5%$1.3M$885.9K-$463.4K2026-11-05
Wealth Management Partners, LLC
INCREASED52,17849,127+3,051+6%$1.2M$864.6K-$314.0K2026-10-21
Virginia Retirement Systems ET Al
DECREASED51,90054,700-2,800-5%$1.3M$860.0K-$452.3K2026-10-28
ProShare Advisors LLC
DECREASED46,92448,913-1,989-4%$1.2M$777.5K-$395.9K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED46,36048,842-2,482-5%$981.2K$676.9K-$304.4K2026-10-13
Corecam Pte. Ltd.
INCREASED44,51933,572+10,947+33%$805.4K$721.7K-$83.7K2026-10-23
Caitong International Asset Management Co., Ltd
INCREASED43,0831,034+42,049+4067%$24.8K$713.9K+$689.1K2026-10-29
Principal Financial Group Inc
INCREASED42,70428,228+14,476+51%$677.2K$707.6K+$30.4K2026-11-02
Eagle Strategies LLC
INCREASED41,00940,888+121+0%$980.9K$679.5K-$301.4K2026-10-16
BayBridge Capital Group, LLC
INCREASED38,47427,258+11,216+41%$653.9K$637.5K-$16.4K2026-10-13
State of Michigan Retirement System
INCREASED38,42630,426+8,000+26%$729.9K$636.7K-$93.2K2026-10-27
Schear Investment Advisers, LLC
NEW38,349—+38,349——$635.4K—2026-10-14
Tempo Wealth, LLC
DECREASED38,34938,810-461-1%$931.1K$635.4K-$295.6K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED38,00039,916-1,916-5%$957.6K$629.7K-$327.9K2026-11-06
Xponance LLC
DECREASED35,25536,346-1,091-3%$871.9K$584.2K-$287.8K2026-11-03
Lido Advisors, LLC
INCREASED34,86222,877+11,985+52%$548.8K$577.7K+$28.9K2026-11-04
Nisa Investment Advisors, LLC
DECREASED32,85434,567-1,713-5%$829.3K$544.4K-$284.9K2026-10-20
Triton Wealth Management, Pllc
INCREASED32,79032,756+34+0%$676.1K$338.0K-$338.1K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED30,00321,067+8,936+42%$505.4K$497.2K-$8.2K2026-10-27
Focus Financial Network, Inc.
INCREASED29,60618,408+11,198+61%$441.6K$490.6K+$49.0K2026-10-14
Farther Finance Advisors, LLC
INCREASED29,45023,024+6,426+28%$552.3K$488.0K-$64.3K2026-10-08
Wealth Quarterback LLC
INCREASED28,99324,319+4,674+19%$583.4K$480.4K-$103.0K2026-10-20
bLong Financial, LLC
INCREASED28,45426,793+1,661+6%$642.8K$471.5K-$171.3K2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED28,10527,498+607+2%$646.2K$465.4K-$180.8K2026-11-04
StoneX Group Inc.
NEW27,453—+27,453——$463.5K—2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED26,70026,70000%$640.5K$442.4K-$198.1K2026-11-05
J.W. Cole Advisors, Inc.
DECREASED26,53226,780-248-1%$642.5K$439.6K-$202.8K2026-11-05
Oppenheimer & Co Inc
DECREASED25,39226,962-1,570-6%$646.8K$420.7K-$226.1K2026-10-26
AlphaCentric Advisors LLC
UNCHANGED25,00025,00000%$599.8K$414.3K-$185.5K2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED24,56424,56400%$589.3K$407.0K-$182.3K2026-11-03
MSH Capital Advisors LLC
NEW24,368—+24,368——$414.3K—2026-11-03
AlphaStar Capital Management, LLC
DECREASED23,44124,567-1,126-5%$589.4K$388.4K-$200.9K2026-10-16
Sigma Planning Corp
DECREASED23,36627,794-4,428-16%$666.8K$387.2K-$279.6K2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED22,21620,326+1,890+9%$487.6K$368.1K-$119.5K2026-10-09
Keybank National Association
INCREASED22,16711,530+10,637+92%$276.6K$367.3K+$90.7K2026-11-04
US Bancorp \de\
INCREASED21,98921,007+982+5%$504.0K$364.4K-$139.6K2026-11-05
Wealth Analytics Partners, LLC
DECREASED21,92621,975-490%$416.4K$363.3K-$53.1K2026-10-19
TD Waterhouse Canada Inc.
DECREASED21,38122,126-745-3%$520.5K$354.4K-$166.1K2026-10-16
PNC Financial Services Group, Inc.
DECREASED21,16222,270-1,108-5%$534.3K$350.7K-$183.6K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED21,09113,440+7,651+57%$322.4K$349.5K+$27.1K2026-10-16
Exchange Traded Concepts, LLC
DECREASED20,97359,854-38,881-65%$1.4M$347.5K-$1.1M2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED20,86515,454+5,411+35%$370.7K$345.7K-$25.0K2026-10-14
Ascent Wealth Partners, LLC
INCREASED20,72618,272+2,454+13%$438.3K$343.4K-$94.9K2026-10-23
Choreo, LLC
INCREASED20,61516,910+3,705+22%$405.7K$341.6K-$64.1K2026-10-28
Wedbush Securities Inc
INCREASED19,88014,899+4,981+33%$357.0K$329.0K-$28.0K2026-10-22
Diversify Wealth Management, LLC
INCREASED18,79518,577+218+1%$362.4K$240.9K-$121.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED18,79518,577+218+1%$362.4K$240.9K-$121.6K2026-10-20
Abel Hall, LLC
DECREASED17,15623,458-6,302-27%$562.8K$284.3K-$278.5K2026-10-19
Allworth Financial LP
INCREASED16,98015,967+1,013+6%$383.0K$407.4K+$24.3K2026-11-06
Breakthru Advisory Services, LLC
NEW16,943—+16,943——$280.7K—2026-10-13
Rossmore Private Capital
UNCHANGED16,92016,92000%$405.9K$280.4K-$125.5K2026-10-27
Savant Capital, LLC
NEW16,917—+16,917——$280.3K—2026-11-06
Nations Financial Group Inc,
DECREASED16,55021,283-4,733-22%$510.6K$274.2K-$236.3K2026-11-05
Integrity Alliance, Llc.
NEW16,392—+16,392——$271.6K—2026-10-29
Cherokee Insurance Co
NEW16,300—+16,300——$270.1K—2026-11-05
Chicago Partners Investment Group LLC
INCREASED15,91015,125+785+5%$258.6K$185.5K-$73.1K2026-10-27
Inspire Investing, LLC
DECREASED15,49015,670-180-1%$375.9K$256.7K-$119.3K2026-10-22
Prospera Financial Services Inc
NEW15,062—+15,062——$160.4K—2026-11-04
HUB Investment Partners, LLC
DECREASED14,61519,737-5,122-26%$473.5K$242.2K-$231.3K2026-11-03
Pier 88 Investment Partners LLC
INCREASED14,1006,300+7,800+124%$151.1K$233.6K+$82.5K2026-11-06
Independent Financial Group, LLC
DECREASED13,90217,754-3,852-22%$425.9K$230.4K-$195.6K2026-10-13
DMC Group, LLC
DECREASED13,87328,039-14,166-51%$672.7K$229.9K-$442.8K2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED13,72917,164-3,435-20%$409.0K$227.5K-$181.5K2026-10-13
Twelve Points Wealth Management LLC
INCREASED13,6089,308+4,300+46%$223.3K$144.9K-$78.4K2026-11-03
J. Derek Lewis & Associates Inc.
NEW13,605—+13,605——$225.4K—2026-11-03
Yorktown Management & Research Co Inc
UNCHANGED13,10013,10000%$314.3K$217.1K-$97.2K2026-10-28
Clearstead Advisors, LLC
DECREASED12,98318,496-5,513-30%$443.7K$215.1K-$228.6K2026-11-06
Princeton Capital Management LLC
INCREASED12,69712,527+170+1%$300.5K$210.4K-$90.1K2026-10-27
Channel Wealth LLC
NEW12,689—+12,689——$210.3K—2026-11-06
Schneider Downs Wealth Management Advisors, LP
UNCHANGED12,50012,50000%$299.9K$207.1K-$92.8K2026-10-27
International Assets Investment Management, LLC
DECREASED12,37815,498-3,120-20%$365.2K$205.0K-$160.2K2026-11-02
BankChampaign, National Association
NEW12,326—+12,326——$204.2K—2026-10-19
J. Safra Sarasin Holding AG
DECREASED12,24412,863-619-5%$308.7K$202.9K-$105.8K2026-10-26
Sterling Capital Management LLC
INCREASED12,1911,298+10,893+839%$31.1K$202.0K+$170.9K2026-10-22
D.A. Davidson & Co.
DECREASED12,17713,192-1,015-8%$316.5K$201.8K-$114.7K2026-10-28
Davenport & Co LLC
INCREASED11,75011,650+100+1%$279.5K$194.7K-$84.8K2026-10-14
Daymark Wealth Partners, LLC
NEW11,731—+11,731——$194.4K—2026-11-04
Nykredit A/S
UNCHANGED11,62211,62200%$278.8K$192.6K-$86.2K2026-11-06
CIBC Asset Management Inc
UNCHANGED11,34211,34200%$272.1K$187.9K-$84.2K2026-11-05
Ritholtz Wealth Management
INCREASED10,9299,533+1,396+15%$228.7K$181.1K-$47.6K2026-11-05
Capstone Capital Management Ltd
UNCHANGED10,52110,52100%$252.4K$174.3K-$78.1K2026-10-21
Lauer Wealth, LLC
DECREASED10,50010,780-280-3%$204.3K$153.3K-$51.0K2026-10-13
KBC Group NV
UNCHANGED10,37910,37900%$249.0K$172.0K-$77.0K2026-10-22
AlphaCore Capital LLC
NEW10,352—+10,352——$171.5K—2026-11-04
Praxis Investment Management Inc
DECREASED10,19811,027-829-8%$265.0K$169.0K-$96.0K2026-11-03
LVZ, Inc.
UNCHANGED10,16310,16300%$243.8K$168.4K-$75.4K2026-10-20
Amalgamated Bank
UNCHANGED10,02610,02600%$241.0K$166.0K-$75.0K2026-10-23
Private Capital Advisors, Inc.
UNCHANGED10,00210,00200%$239.9K$165.7K-$74.2K2026-10-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED9,3225,047+4,275+85%$121.1K$154.5K+$33.4K2026-11-06
Noble Wealth Management PBC
UNCHANGED8,1508,15000%$195.5K$135.0K-$60.5K2026-10-01
Syntax Research, Inc.
NEW7,928—+7,928——$131.4K—2026-11-04
Strategic Advocates LLC
DECREASED7,9179,782-1,865-19%$234.7K$131.2K-$103.5K2026-11-03
Parallel Advisors, LLC
INCREASED7,0526,286+766+12%$150.8K$116.9K-$33.9K2026-11-03
Spire Wealth Management
INCREASED6,9005,900+1,000+17%$141.5K$114.3K-$27.2K2026-10-30
CoreCap Advisors, LLC
INCREASED6,7226,115+607+10%$146.7K$111.4K-$35.3K2026-10-08
TrinityBridge Ltd
INCREASED6,1816,116+65+1%$147.0K$102.0K-$45.0K2026-10-30
Generali Asset Management SPA SGR
UNCHANGED5,2985,29800%$127.1K$87.8K-$39.3K2026-10-26
OP Asset Management Ltd
DECREASED4,8167,899-3,083-39%$189.5K$79.8K-$109.7K2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED4,57910,374-5,795-56%$248.9K$75.9K-$173.0K2026-10-27
Spirit of America Management Corp
UNCHANGED4,5004,50000%$108.0K$74.6K-$33.4K2026-10-14
Larson Financial Group LLC
INCREASED4,4042,295+2,109+92%$55.1K$73.0K+$17.9K2026-11-05
Center for Financial Planning, Inc.
INCREASED4,2593,978+281+7%$95.4K$70.6K-$24.9K2026-10-26
Ascentis Independent Advisors
NEW4,136—+4,136——$68.5K—2026-11-03
Gamma Investing LLC
INCREASED3,9223,224+698+22%$77.3K$65.0K-$12.4K2026-10-08
Key Client Fiduciary Advisors, LLC
DECREASED3,9104,085-175-4%$98.0K$64.8K-$33.2K2026-10-19
Compass Financial Management LLC
INCREASED3,5523,500+52+1%$76.4K$58.9K-$17.5K2026-10-30
Jacobi Capital Management LLC
NEW3,428—+3,428——$56.8K—2026-11-05
IFP Advisors, Inc
DECREASED3,3716,202-2,831-46%$148.8K$55.9K-$92.9K2026-10-16
Lanark Financial, Inc.
INCREASED3,2642,926+338+12%$70.2K$54.1K-$16.1K2026-10-26
Mosley Wealth Management
DECREASED2,6593,057-398-13%$73.3K$34.1K-$39.3K2026-10-16
StrongBox Wealth, LLC
INCREASED2,6052,255+350+16%$54.1K$43.2K-$10.9K2026-11-02
Nova Financial LLC
NEW2,475—+2,475——$41.0K—2026-11-04
Strengthening Families & Communities, LLC
INCREASED2,4731,433+1,040+73%$34.4K$41.0K+$6.6K2026-10-21
Ascentis Wealth Management, LLC
NEW2,393—+2,393——$39.6K—2026-11-03
Parkside Financial Bank & Trust
INCREASED2,3512,346+5+0%$56.3K$39.0K-$17.3K2026-10-27
Latitude Advisors, LLC
NEW2,315—+2,315——$38.4K—2026-10-27
SJS Investment Consulting Inc.
INCREASED2,2131,089+1,124+103%$26.1K$36.7K+$10.5K2026-10-26
Nvwm, LLC
UNCHANGED2,1252,12500%$51.0K$35.2K-$15.8K2026-10-14
Stone House Investment Management, LLC
DECREASED2,0892,534-445-18%$60.8K$34.6K-$26.2K2026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED2,0002,00000%$48.0K$33.1K-$14.8K2026-10-22
Financial Consulate, Inc
UNCHANGED1,9351,93500%$46.4K$32.1K-$14.4K2026-10-23
Adirondack Trust Co
INCREASED1,649449+1,200+267%$10.8K$27.3K+$16.5K2026-10-14
Kelleher Financial Advisors
UNCHANGED1,6311,63100%$39.1K$27.0K-$12.1K2026-10-30
Signaturefd, LLC
DECREASED1,5795,422-3,843-71%$130.1K$26.2K-$103.9K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED1,524377+1,147+304%$9.0K$25.3K+$16.2K2026-11-05
Nemes Rush Group LLC
UNCHANGED1,5001,50000%$36.0K$24.9K-$11.1K2026-11-04
American Capital Advisory, LLC
INCREASED1,4691,459+10+1%$35.0K$24.3K-$10.7K2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED1,4252,625-1,200-46%$63.0K$23.6K-$39.4K2026-10-29
Creative Financial Designs Inc
UNCHANGED1,4001,40000%$33.6K$23.2K-$10.4K2026-11-04
Murphy & Mullick Capital Management Corp
DECREASED1,2001,250-50-4%$30.0K$19.9K-$10.1K2026-11-02
GK Wealth Management LLC
NEW1,110—+1,110——$18.4K—2026-10-09
Root Financial Partners, LLC
NEW1,093—+1,093——$18.1K—2026-10-21
Archer Investment Corp
UNCHANGED99699600%$23.9K$16.5K-$7.4K2026-11-05
Team Financial Group, LLC
NEW917—+917——$15.2K—2026-10-30
Valley National Advisers Inc
DECREASED9051,095-190-17%$26.3K$15.0K-$11.3K2026-10-23
Versant Capital Management, Inc
INCREASED870845+25+3%$20.3K$14.4K-$5.9K2026-10-02
Cape Investment Advisory, Inc.
INCREASED825266+559+210%$6.4K$13.7K+$7.3K2026-10-13
Heritage Family Offices, LLP
NEW821—+821——$13.6K—2026-11-02
CX Institutional
INCREASED800200+600+300%$5$13+$82026-10-02
Western Pacific Wealth Management, LP
UNCHANGED80080000%$19.2K$13.3K-$5.9K2026-10-16
Arlington Trust Co LLC
NEW721—+721——$11.9K—2026-10-20
EverSource Wealth Advisors, LLC
DECREASED7041,611-907-56%$38.6K$11.7K-$27.0K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED65365300%$15.7K$10.8K-$4.8K2026-10-09
Triumph Capital Management
INCREASED62020+600+3000%$480$10.3K+$9.8K2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED60060000%$14.4K$9.9K-$4.5K2026-10-20
Nfsg Corp
DECREASED5501,350-800-59%$32.4K$9.1K-$23.3K2026-10-15
Signature Equity Partners, LLC
UNCHANGED53353300%$12.8K$8.8K-$4.0K2026-10-29
Investors Research Corp
INCREASED52182+439+535%$2.0K$8.6K+$6.7K2026-10-07
Citizens National Bank Trust Department
UNCHANGED50050000%$12.0K$8.3K-$3.7K2026-11-04
Evolution Wealth Management Inc.
NEW499—+499——$8.3K—2026-10-28
Private Trust Co NA
DECREASED485685-200-29%$16.4K$8.0K-$8.4K2026-10-20
Legacy Bridge, LLC
NEW465—+465——$7.7K—2026-10-28
Madden Securities Corp
NEW455—+455——$7.5K—2026-10-27
Peterson Wealth Management
UNCHANGED45045000%$10.8K$7.5K-$3.3K2026-11-06
Covestor Ltd
DECREASED436465-29-6%$11$7-$42026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED43543500%$10.4K$7.2K-$3.2K2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED42542500%$10.2K$7.0K-$3.2K2026-10-28
Assetmark, Inc
INCREASED424229+195+85%$5.5K$7.0K+$1.5K2026-10-21
Fortitude Family Office, LLC
INCREASED401400+1+0%$9.6K$6.6K-$3.0K2026-10-14
Wolff Wiese Magana LLC
UNCHANGED37737700%$9.0K$6.2K-$2.8K2026-10-15
RHL Group, LLC
INCREASED300140+160+114%$3.4K$5.0K+$1.6K2026-11-04
Highline Wealth Partners LLC
UNCHANGED30030000%$7.2K$5.0K-$2.2K2026-10-19
Hoey Investments, Inc
UNCHANGED30030000%$7.2K$5.0K-$2.2K2026-10-29
Key FInancial Inc
UNCHANGED30030000%$7.2K$5.0K-$2.2K2026-11-02
MTM Investment Management, LLC
UNCHANGED30030000%$7.2K$5.0K-$2.2K2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED30030000%$7.2K$5.0K-$2.2K2026-10-16
Fairman Group, LLC
NEW277—+277——$4.6K—2026-10-26
Physician Wealth Advisors, Inc.
INCREASED261217+44+20%$5.2K$4.3K-$8812026-10-20
Provenance Wealth Advisors, LLC
NEW249—+249——$4.1K—2026-10-30
Avion Wealth
DECREASED230264-34-13%$6$3-$32026-11-04
Torren Management, LLC
NEW210—+210——$3.5K—2026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED20020000%$4.8K$3.3K-$1.5K2026-11-03
Kozak & Associates, Inc.
UNCHANGED20020000%$4.7K$2.4K-$2.3K2026-10-29
Birchbrook, Inc.
UNCHANGED20020000%$4.8K$3.3K-$1.5K2026-10-14
Golden State Wealth Management, LLC
UNCHANGED19819800%$4.8K$3.3K-$1.5K2026-11-02
Blue Trust, Inc.
DECREASED188487-299-61%$11.7K$3.1K-$8.6K2026-10-15
Clayton Financial Group LLC
NEW181—+181——$3.0K—2026-10-13
Pittenger & Anderson Inc
UNCHANGED18018000%$4.3K$3.0K-$1.3K2026-11-02
Kennebec Savings Bank
UNCHANGED17117100%$4.1K$2.8K-$1.3K2026-10-22
Aspect Partners, LLC
INCREASED155148+7+5%$3.6K$2.6K-$9832026-10-20
Elyxium Wealth, LLC
NEW144—+144——$2.4K—2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED14414400%$3.5K$2.4K-$1.1K2026-11-04
Coston, McIsaac & Partners
UNCHANGED12412400%$2$2.1K+$2.1K2026-11-06
GHP Investment Advisors, Inc.
NEW120—+120——$2.0K—2026-10-15
Laurel Wealth Advisors LLC
NEW100—+100——$1.7K—2026-10-27
Tradewinds Capital Management, LLC
NEW100—+100——$1.7K—2026-10-23
Clark Wealth Partners
UNCHANGED10010000%$2.4K$1.7K-$7422026-10-19
Navigoe, LLC
UNCHANGED10010000%$2$1-$12026-11-04
Sfam, LLC
UNCHANGED10010000%$2.4K$1.7K-$7422026-11-03
Toth Financial Advisory Corp
UNCHANGED10010000%$2.4K$1.7K-$7422026-10-08
Tower View Wealth Management LLC
UNCHANGED10010000%$2.4K$1.7K-$7422026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED99172-73-42%$4.1K$1.6K-$2.5K2026-10-05
Tounjian Advisory Partners, LLC
UNCHANGED787800%$1.9K$1.3K-$5792026-11-04
Gen-Wealth Partners Inc
INCREASED6762+5+8%$1.5K$1.1K-$3732026-11-04
First Horizon Corp
INCREASED6533+32+97%$792$1.1K+$2852026-10-26
William Mack & Associates, Inc.
NEW50—+50——$829—2026-10-27
Burkett Financial Services, LLC
UNCHANGED414100%$983$679-$3042026-10-01
Marquette Asset Management, LLC
DECREASED3492-58-63%$2.2K$564-$1.6K2026-10-09
DeDora Capital, Inc.
NEW31—+31——$514—2026-10-26
Bell Investment Advisors, Inc
INCREASED2821+7+33%$504$464-$402026-10-29
Natixis
UNCHANGED282800%$672$464-$2082026-11-06
CrossGen Wealth, LLC
UNCHANGED272700%$648$447-$2012026-10-30
Albion Financial Group
UNCHANGED262600%$624$431-$1932026-10-21
Retirement Wealth Solutions LLC
DECREASED2129-8-28%$696$348-$3482026-10-07
Zions Bancorporation, National Association
NEW12—+12——$199—2026-11-06
TFC Financial Management, Inc.
UNCHANGED101000%$240$166-$742026-10-26
Dupont Capital Management Corp
UNCHANGED2200%$48$33-$152026-10-23
Essential Partners LLC
UNCHANGED2200%$48$33-$152026-10-14
Lisanti Capital Growth, LLC
CLOSED0112,955-112,955-100%$2.7M$0-$2.7M2026-11-05
Great Lakes Advisors, LLC
CLOSED0105,731-105,731-100%$2.5M$0-$2.5M2026-11-06
OAK Ridge Investments LLC
CLOSED088,856-88,856-100%$2.1M$0-$2.1M2026-10-30
Zweig-DiMenna Associates LLC
CLOSED054,800-54,800-100%$1.3M$0-$1.3M2026-11-06
Sowell Financial Services LLC
CLOSED024,114-24,114-100%$578.5K$0-$578.5K2026-10-23
Principle Wealth Partners LLC
CLOSED023,180-23,180-100%$556.1K$0-$556.1K2026-11-02
Axxcess Wealth Management, LLC
CLOSED022,942-22,942-100%$550.4K$0-$550.4K2026-10-21
Wellington Shields & Co., LLC
CLOSED014,617-14,617-100%$350.7K$0-$350.7K2026-11-03
Wealth Effects LLC
CLOSED013,850-13,850-100%$332.3K$0-$332.3K2026-10-23
Parisi Gray Wealth Management
CLOSED013,008-13,008-100%$312.1K$0-$312.1K2026-10-16
Venture Visionary Partners LLC
CLOSED012,217-12,217-100%$293.1K$0-$293.1K2026-10-07
Presilium Private Wealth, LLC
CLOSED010,607-10,607-100%$254.5K$0-$254.5K2026-10-26
Mission Wealth Management, LP
CLOSED010,110-10,110-100%$242.5K$0-$242.5K2026-10-15
Piar LLC
CLOSED010,052-10,052-100%$241.1K$0-$241.1K2026-10-21
Blue Bell Private Wealth Management, LLC
CLOSED09,757-9,757-100%$234.1K$0-$234.1K2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED09,641-9,641-100%$231.3K$0-$231.3K2026-10-20
Brighton Jones LLC
CLOSED09,440-9,440-100%$226.5K$0-$226.5K2026-11-03
Moneco Advisors, LLC
CLOSED09,425-9,425-100%$226.1K$0-$226.1K2026-11-05
Thompson Davis & Co., Inc.
CLOSED09,200-9,200-100%$220.7K$0-$220.7K2026-11-05
Castle Rock Wealth Management, LLC
CLOSED09,072-9,072-100%$213.2K$0-$213.2K2026-10-09
Evanson Financial, LLC
CLOSED08,915-8,915-100%$213.9K$0-$213.9K2026-10-23
Bedel Financial Consulting, Inc.
CLOSED08,720-8,720-100%$209.2K$0-$209.2K2026-11-06
Three Magnolias Financial Advisors, LLC
CLOSED08,700-8,700-100%$208.7K$0-$208.7K2026-10-14
Total Wealth Planning & Management, Inc.
CLOSED08,580-8,580-100%$205.8K$0-$205.8K2026-10-23
Archford Capital Strategies, LLC
CLOSED08,341-8,341-100%$200.1K$0-$200.1K2026-10-19
Traynor Capital Management, Inc.
CLOSED06,100-6,100-100%$146.3K$0-$146.3K2026-10-29
Acropolis Investment Management, LLC
CLOSED04,924-4,924-100%$118.1K$0-$118.1K2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,850-1,850-100%$44.4K$0-$44.4K2026-10-14
Cornerstone Planning Group LLC
CLOSED01,800-1,800-100%$31.2K$0-$31.2K2026-10-16
Barrett & Company, Inc.
CLOSED01,620-1,620-100%$38.9K$0-$38.9K2026-10-22
V-Square Quantitative Management LLC
CLOSED01,099-1,099-100%$26.4K$0-$26.4K2026-10-15
UMB Bank, n.a.
CLOSED0750-750-100%$18.0K$0-$18.0K2026-11-06
Y.D. More Investments Ltd
CLOSED0500-500-100%$12.0K$0-$12.0K2026-11-02
Salem Investment Counselors Inc
CLOSED0425-425-100%$10.2K$0-$10.2K2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED0420-420-100%$10.1K$0-$10.1K2026-10-07
AdvisorNet Financial, Inc
CLOSED0265-265-100%$6.4K$0-$6.4K2026-10-15
Farmers & Merchants Investments Inc
CLOSED0250-250-100%$6.0K$0-$6.0K2026-10-22
Institute for Wealth Management, Llc.
CLOSED0240-240-100%$5.8K$0-$5.8K2026-11-06
MCF Advisors LLC
CLOSED0183-183-100%$4.4K$0-$4.4K2026-10-28
Princeton Global Asset Management LLC
CLOSED0140-140-100%$3.4K$0-$3.4K2026-10-21
Gill Capital Partners, LLC
CLOSED0136-136-100%$3.3K$0-$3.3K2026-10-13
WPG Advisers, LLC
CLOSED0117-117-100%$2.8K$0-$2.8K2026-10-27
Vermillion Wealth Management, Inc.
CLOSED0105-105-100%$2.5K$0-$2.5K2026-10-26
LifeSteps Financial, Inc.
CLOSED096-96-100%$2.3K$0-$2.3K2026-10-15
Hilton Head Capital Partners, LLC
CLOSED050-50-100%$1.2K$0-$1.2K2026-10-23
Smallwood Wealth Investment Management, LLC
CLOSED050-50-100%$1.2K$0-$1.2K2026-10-30
Rossby Financial, LCC
CLOSED048-48-100%$1.2K$0-$1.2K2026-11-05
Hughes Financial Services, LLC
CLOSED037-37-100%$888$0-$8882026-10-30
Bare Financial Services, Inc
CLOSED023-23-100%$552$0-$5522026-11-04
Bullseye Investment Management, LLC
CLOSED017-17-100%$408$0-$4082026-10-29
Bayforest Capital Ltd
CLOSED013-13-100%$312$0-$3122026-11-03
Axiom Investment Management LLC
CLOSED010-10-100%$240$0-$2402026-11-03
Islay Capital Management, LLC
CLOSED06-6-100%$144$0-$1442026-10-20
BlackRock, Inc.
N/A—33,147,399-33,147,399-100%$795.2M———
Vanguard Portfolio Management LLC
N/A—22,021,534-22,021,534-100%$528.3M———
Vanguard Capital Management LLC
N/A—15,940,671-15,940,671-100%$382.4M———
UBS Group AG
N/A—11,645,700-11,645,700-100%$279.4M———
State Street Corp
N/A—9,029,667-9,029,667-100%$216.6M———
Clear Street Group Inc.
N/A—6,206,861-6,206,861-100%$148.9M———
Norges Bank
N/A—4,477,459-4,477,459-100%$107.4M———
Bank of America Corp
N/A—4,342,782-4,342,782-100%$104.2M———
Northern Trust Corp
N/A—3,367,998-3,367,998-100%$80.8M———
Charles Schwab Investment Management Inc
N/A—3,284,474-3,284,474-100%$78.8M———
Morgan Stanley
N/A—2,915,783-2,915,783-100%$69.9M———
Defiance ETFs, LLC
N/A—2,912,047-2,912,047-100%$68.4M———
Penserra Capital Management LLC
N/A—2,860,784-2,860,784-100%$68.6M———
JPMorgan Chase & Co
N/A—2,744,938-2,744,938-100%$65.8M———
Goldman Sachs Group Inc
N/A—2,681,329-2,681,329-100%$64.3M———
Vanguard Fiduciary Trust Co
N/A—2,598,897-2,598,897-100%$62.3M———
Van Eck Associates Corp
N/A—2,339,788-2,339,788-100%$56.1M———
Price T Rowe Associates Inc
N/A—2,269,777-2,269,777-100%$54.5M———
Marex Group Ltd
N/A—1,820,485-1,820,485-100%$43.7M———
Wellington Management Group LLP
N/A—1,820,070-1,820,070-100%$43.7M———
Nuveen, LLC
N/A—1,660,867-1,660,867-100%$39.8M———
Citadel Advisors LLC
N/A—1,635,086-1,635,086-100%$39.2M———
Susquehanna International Group, LLP
N/A—1,516,874-1,516,874-100%$36.4M———
Clearbridge Investments, LLC
N/A—1,449,909-1,449,909-100%$34.8M———
Nomura Asset Management International Inc.
N/A—1,405,944-1,405,944-100%$33.7M———
Franklin Resources Inc
N/A—1,375,100-1,375,100-100%$33.0M———
Westfield Capital Management Co LP
N/A—1,313,161-1,313,161-100%$31.5M———
Emerald Advisers, LLC
N/A—1,147,775-1,147,775-100%$27.5M———
Voya Investment Management LLC
N/A—1,085,151-1,085,151-100%$26.0M———
FMR LLC
N/A—881,996-881,996-100%$21.2M———
Voloridge Investment Management, LLC
N/A—843,254-843,254-100%$20.2M———
UBS Asset Management Americas LLC
N/A—799,873-799,873-100%$19.2M———
Mubadala Investment Co Pjsc
N/A—744,840-744,840-100%$17.9M———
Emerald Mutual Fund Advisers Trust
N/A—744,084-744,084-100%$17.9M———
Swiss National Bank
N/A—717,400-717,400-100%$17.2M———
Wells Fargo & Company
N/A—672,728-672,728-100%$16.1M———
Lord, Abbett & Co. LLC
N/A—583,049-583,049-100%$14.0M———
Foundations Investment Advisors, LLC
N/A—569,752-569,752-100%$13.7M———
Raymond James Financial Inc
N/A—525,038-525,038-100%$12.6M———
Stifel Financial Corp
N/A—504,288-504,288-100%$12.1M———
Telemark Asset Management, LLC
N/A—500,000-500,000-100%$12.0M———
Invesco Ltd.
N/A—480,849-480,849-100%$11.5M———
Rhumbline Advisers
N/A—467,185-467,185-100%$11.2M———
Alliancebernstein L.P.
N/A—453,655-453,655-100%$6.5M———
Quantinno Capital Management LP
N/A—424,320-424,320-100%$10.2M———
California State Teachers Retirement System
N/A—413,613-413,613-100%$9.9M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—382,528-382,528-100%$9.2M———
Royal Bank of Canada
N/A—366,806-366,806-100%$8.8M———
Vanguard Asset Management, Ltd
N/A—348,991-348,991-100%$8.4M———
Algert Global LLC
N/A—313,200-313,200-100%$7.5M———
Legal & General Group Plc
N/A—280,646-280,646-100%$6.7M———
Winton Group Ltd
N/A—280,100-280,100-100%$6.7M———
Cetera Investment Advisers
N/A—268,928-268,928-100%$6.5M———
BNP Paribas Financial Markets
N/A—261,659-261,659-100%$6.3M———
Osaic Holdings, Inc.
N/A—249,978-249,978-100%$6.0M———
Jennison Associates LLC
N/A—239,215-239,215-100%$5.7M———
Nicholas Investment Partners, LP
N/A—230,711-230,711-100%$5.5M———
Victory Capital Management Inc
N/A—227,400-227,400-100%$5.5M———
Federated Hermes, Inc.
N/A—222,039-222,039-100%$5.3M———
MetLife Investment Management, LLC
N/A—215,128-215,128-100%$5.2M———
Manufacturers Life Insurance Company, the
N/A—204,727-204,727-100%$4.9M———
State of Wisconsin Investment Board
N/A—197,678-197,678-100%$4.7M———
Group One Trading LLC
N/A—197,023-197,023-100%$4.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—190,617-190,617-100%$4.6M———
American Century Companies Inc
N/A—186,134-186,134-100%$4.5M———
Castleark Management LLC
N/A—179,690-179,690-100%$4.3M———
Focus Partners Wealth
N/A—176,257-176,257-100%$4.2M———
Jones Financial Companies Lllp
N/A—174,143-174,143-100%$4.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—174,031-174,031-100%$4.2M———
HighTower Advisors, LLC
N/A—167,525-167,525-100%$4.0M———
New York State Common Retirement Fund
N/A—160,714-160,714-100%$3.9M———
Jupiter Topco LLC
N/A—159,973-159,973-100%$3.8M———
Mariner, LLC
N/A—148,891-148,891-100%$3.6M———
Vanguard Global Advisers, LLC
N/A—141,513-141,513-100%$3.4M———
Arkadios Wealth Advisors
N/A—140,982-140,982-100%$3.4M———
Ameriprise Financial Inc
N/A—135,849-135,849-100%$3.3M———
Handelsbanken Fonder AB
N/A—133,200-133,200-100%$3.2K———
Thoroughbred Financial Services, LLC
N/A—131,972-131,972-100%$3.2M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—131,672-131,672-100%$3.2M———
SG Americas Securities, LLC
N/A—129,523-129,523-100%$3.1M———
Advisory Services Network, LLC
N/A—126,927-126,927-100%$3.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—118,757-118,757-100%$2.8M———
WCG Wealth Advisors LLC
N/A—117,820-117,820-100%$2.8M———
Envestnet Asset Management Inc
N/A—109,454-109,454-100%$2.6M———
Police & Firemen's Retirement System of New Jersey
N/A—108,986-108,986-100%$2.6M———
SEI Investments Co
N/A—108,907-108,907-100%$2.6M———
Rockefeller Capital Management L.P.
N/A—100,413-100,413-100%$2.4M———
AQR Capital Management LLC
N/A—98,910-98,910-100%$2.4M———
Vanguard Investments Australia, Ltd.
N/A—92,896-92,896-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—89,189-89,189-100%$2.1M———
Intech Investment Management LLC
N/A—88,301-88,301-100%$2.1M———
NewEdge Advisors, LLC
N/A—82,356-82,356-100%$2.0M———
KLP Kapitalforvaltning AS
N/A—81,000-81,000-100%$1.9M———
Legato Capital Management LLC
N/A—79,693-79,693-100%$1.9M———
State Board of Administration of Florida Retirement System
N/A—78,972-78,972-100%$1.9M———
Marietta Investment Partners LLC
N/A—76,750-76,750-100%$1.8M———
Janney Montgomery Scott LLC
N/A—73,885-73,885-100%$1.8M———
Geneos Wealth Management Inc.
N/A—69,679-69,679-100%$1.7M———
First Trust Advisors LP
N/A—66,904-66,904-100%$1.6M———
Cary Street Partners Financial LLC
N/A—65,090-65,090-100%$1.6M———
Altshuler Shaham Ltd
N/A—63,045-63,045-100%$2.1M———
Kovack Advisors, Inc.
N/A—62,013-62,013-100%$1.5M———
Prudential Financial Inc
N/A—61,130-61,130-100%$1.5M———
CIBC World Market Inc.
N/A—60,889-60,889-100%$1.5M———
Wealthfront Advisers LLC
N/A—54,679-54,679-100%$1.3M———
Allstate Corp
N/A—54,282-54,282-100%$1.3M———
Federation des caisses Desjardins du Quebec
N/A—53,618-53,618-100%$1.3M———
Sanctuary Advisors, LLC
N/A—49,067-49,067-100%$1.2M———
Private Advisor Group, LLC
N/A—48,454-48,454-100%$1.2M———
Navellier & Associates Inc
N/A—47,962-47,962-100%$1.2M———
Waverly Advisors, LLC
N/A—44,791-44,791-100%$1.1M———
Mercer Global Advisors Inc
N/A—44,074-44,074-100%$1.1M———
Balyasny Asset Management L.P.
N/A—43,125-43,125-100%$1.0M———
Vanguard Personalized Indexing Management, LLC
N/A—43,063-43,063-100%$1.0M———
Verition Fund Management LLC
N/A—42,100-42,100-100%$1.0M———
Captrust Financial Advisors
N/A—40,948-40,948-100%$982.3K———
Woodline Partners LP
N/A—40,707-40,707-100%$976.6K———
Laidlaw Wealth Management LLC
N/A—40,701-40,701-100%$976.4K———
Massachusetts Financial Services Co
N/A—39,887-39,887-100%$956.9K———
Vident Advisory, LLC
N/A—37,475-37,475-100%$899.0K———
Stratos Wealth Partners, Ltd.
N/A—36,283-36,283-100%$870.4K———
Headlands Technologies LLC
N/A—35,589-35,589-100%$853.8K———
Modus Advisors, LLC
N/A—35,454-35,454-100%$850.5K———
Scotia Capital Inc.
N/A—35,305-35,305-100%$847.0K———
CreativeOne Wealth, LLC
N/A—34,758-34,758-100%$833.8K———
Blair William & Co
N/A—34,709-34,709-100%$832.7K———
&partners
N/A—33,763-33,763-100%$810.8K———
Ameritas Investment Partners, Inc.
N/A—33,536-33,536-100%$804.5K———
Cresset Asset Management, LLC
N/A—33,307-33,307-100%$799.0K———
Teachers Retirement System of the State of Kentucky
N/A—32,903-32,903-100%$789.0K———
Summit Financial, LLC
N/A—32,775-32,775-100%$786.3K———
Independent Advisor Alliance
N/A—31,625-31,625-100%$758.7K———
MML Investors Services, LLC
N/A—30,684-30,684-100%$736.1K———
LOS Angeles Capital Management LLC
N/A—30,548-30,548-100%$732.8K———
Public Employees Retirement Association of Colorado
N/A—30,059-30,059-100%$721.0K———
Encore Global Management, LP
N/A—30,000-30,000-100%$719.7K———
Harvest Investment Services, LLC
N/A—28,671-28,671-100%$687.8K———
Scoggin Management LP
N/A—27,500-27,500-100%$659.7K———
KKM Financial LLC
N/A—27,395-27,395-100%$495.3K———
Latash Investments, LLC
N/A—26,211-26,211-100%$628.8K———
Callan Family Office, LLC
N/A—25,012-25,012-100%$600.0K———
Ballentine Partners, LLC
N/A—23,269-23,269-100%$558.2K———
Proficio Capital Partners LLC
N/A—22,898-22,898-100%$549.3K———
Savvy Advisors, Inc.
N/A—22,828-22,828-100%$547.6K———
Stevens Capital Management LP
N/A—22,435-22,435-100%$538.0K———
CIBC Bancorp USA Inc.
N/A—21,826-21,826-100%$523.6K———
Moneta Group Investment Advisors LLC
N/A—21,277-21,277-100%$510.4K———
National Bank of Canada
N/A—20,712-20,712-100%$496.5K———
RiverFront Investment Group, LLC
N/A—20,000-20,000-100%$479.8K———
Wilmar Advisors LLC
N/A—20,000-20,000-100%$479.8K———
Peak6 LLC
N/A—19,947-19,947-100%$478.5K———
Neuberger Berman Group LLC
N/A—19,914-19,914-100%$477.7K———
Great Valley Advisor Group, Inc.
N/A—19,705-19,705-100%$472.8K———
Pathstone Holdings, LLC
N/A—19,701-19,701-100%$472.6K———
Mitsubishi UFJ Trust & Banking Corp
N/A—19,258-19,258-100%$462.0K———
PFG Investments, LLC
N/A—19,098-19,098-100%$458.2K———
Ensign Peak Advisors, Inc
N/A—18,650-18,650-100%$447.4K———
Cerity Partners LLC
N/A—18,552-18,552-100%$445.1K———
World Investment Advisors
N/A—18,460-18,460-100%$329.2K———
HSBC Holdings PLC
N/A—18,374-18,374-100%$441.1K———
Bank of Montreal
N/A—18,032-18,032-100%$432.6K———
Ceeto Capital Group, LLC
N/A—18,000-18,000-100%$432.0K———
Bay Rivers Group
N/A—17,357-17,357-100%$416.4K———
Nordea Investment Management AB
N/A—17,281-17,281-100%$409.7K———
Integrated Wealth Concepts LLC
N/A—17,136-17,136-100%$411.1K———
Equitable Holdings, Inc.
N/A—17,103-17,103-100%$410.3K———
Harbour Investments, Inc.
N/A—17,066-17,066-100%$409.4K———
DnB Asset Management AS
N/A—16,705-16,705-100%$400.8K———
BFC Planning, Inc.
N/A—16,546-16,546-100%$396.9K———
Caprock Group, LLC
N/A—16,054-16,054-100%$385.1K———
Tidal Investments LLC
N/A—15,490-15,490-100%$371.6K———
IHT Wealth Management, LLC
N/A—15,170-15,170-100%$363.9K———
Spartan Wealth Advisory Services LLC
N/A—15,129-15,129-100%$362.9K———
one8zero8, LLC
N/A—15,000-15,000-100%$359.9K———
NorthRock Partners, LLC
N/A—14,985-14,985-100%$359.5K———
Regal Investment Advisors LLC
N/A—14,100-14,100-100%$338.3K———
Centiva Capital, LP
N/A—13,990-13,990-100%$335.6K———
Prospect Financial Services LLC
N/A—13,710-13,710-100%$328.9K———
Credit Agricole S A
N/A—13,644-13,644-100%$327.3K———
Orion Porfolio Solutions, LLC
N/A—13,574-13,574-100%$325.6K———
Picton Mahoney Asset Management
N/A—13,496-13,496-100%$323.8K———
Arax Advisory Partners
N/A—13,434-13,434-100%$322.3K———
Jane Street Group, LLC
N/A—13,373-13,373-100%$320.8K———
Baird Financial Group, Inc.
N/A—13,080-13,080-100%$313.8K———
Tower Research Capital LLC (TRC)
N/A—12,908-12,908-100%$309.7K———
AXQ Capital, LP
N/A—12,764-12,764-100%$306.2K———
Walleye Capital LLC
N/A—12,723-12,723-100%$305.2K———
Bluespring Wealth Management, LLC
N/A—12,680-12,680-100%$304.2K———
M&T Bank Corp
N/A—12,618-12,618-100%$302.7K———
Commerce Bank
N/A—12,386-12,386-100%$297.1K———
Guggenheim Capital LLC
N/A—12,274-12,274-100%$294.5K———
Pinnacle Financial Partners, Inc.
N/A—12,264-12,264-100%$294.2K———
United Capital Financial Advisors, LLC
N/A—11,824-11,824-100%$283.7K———
Keel Point, LLC
N/A—11,706-11,706-100%$280.8K———
Man Group plc
N/A—11,043-11,043-100%$264.9K———
Yukon Wealth Management, Inc.
N/A—10,962-10,962-100%$263.0K———
Alphadyne Asset Management LP
N/A—10,390-10,390-100%$249.3K———
Kingsview Wealth Management, LLC
N/A—10,385-10,385-100%$249.1K———
Aviva PLC
N/A—9,898-9,898-100%$237.5K———
Laffer Tengler Investments, Inc.
N/A—9,599-9,599-100%$230.3K———
O'shaughnessy Asset Management, LLC
N/A—9,351-9,351-100%$224.3K———
Ameriflex Group, Inc.
N/A—9,282-9,282-100%$222.7K———
Rathbones Group PLC
N/A—9,234-9,234-100%$221.5K———
EP Wealth Advisors, LLC
N/A—9,161-9,161-100%$219.8K———
Lazard Asset Management LLC
N/A—9,134-9,134-100%$219.1K———
Benjamin Edwards Inc
N/A—8,876-8,876-100%$212.9K———
Tradition Wealth Management, LLC
N/A—8,858-8,858-100%$212.5K———
SIH Partners, Lllp
N/A—8,744-8,744-100%$209.8K———
Pine Valley Investments Ltd Liability Co
N/A—8,648-8,648-100%$207.5K———
Prestige Wealth Management Group LLC
N/A—8,647-8,647-100%$207.4K———
Inceptionr LLC
N/A—8,645-8,645-100%$207.4K———
Heritage Wealth Advisors
N/A—7,985-7,985-100%$191.6K———
Horizon Investments, LLC
N/A—7,926-7,926-100%$190.1K———
Smithfield Trust Co
N/A—5,865-5,865-100%$140.0K———
BNP Paribas Asset Management Holding S.A.
N/A—5,642-5,642-100%$135.4K———
Global Retirement Partners, LLC
N/A—5,354-5,354-100%$128.4K———
RB Capital Management, LLC
N/A—5,350-5,350-100%$128.3K———
Northwestern Mutual Wealth Management Co
N/A—4,895-4,895-100%$117.4K———
Cascades Capital Asset Management, LLC
N/A—4,522-4,522-100%$108.5K———
Tripletail Wealth Management, LLC
N/A—3,750-3,750-100%$84.5K———
IFG Advisory, LLC
N/A—3,695-3,695-100%$88.6K———
Huntington National Bank
N/A—3,500-3,500-100%$84.0K———
Hurricane Capital Advisors LLC
N/A—3,436-3,436-100%$82.4K———
Atlantic Union Bankshares Corp
N/A—3,311-3,311-100%$79.4K———
Bogart Wealth, LLC
N/A—2,979-2,979-100%$71.5K———
Hantz Financial Services, Inc.
N/A—2,750-2,750-100%$66.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,540-2,540-100%$60.9K———
Kemnay Advisory Services Inc.
N/A—2,073-2,073-100%$49.7K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—2,010-2,010-100%$48.2K———
PeakShares LLC
N/A—2,000-2,000-100%$48.0K———
Quent Capital, LLC
N/A—1,967-1,967-100%$47.2K———
Rothschild Investment LLC
N/A—1,741-1,741-100%$41.8K———
Banque Transatlantique SA
N/A—1,650-1,650-100%$42.0K———
Ancora Advisors LLCA
N/A—1,605-1,605-100%$38.5K———
Forum Finance Group S.A.
N/A—1,500-1,500-100%$29———
Bleichroeder LP
N/A—1,500-1,500-100%$36.0K———
SOA Wealth Advisors, Llc.
N/A—1,463-1,463-100%$35.1K———
Anchor Bay Capital, Inc.
N/A—1,320-1,320-100%$26.7K———
Erste Asset Management GmbH
N/A—1,280-1,280-100%$30.7K———
Westfuller Advisors, LLC
N/A—1,188-1,188-100%$28.5K———
Fiduciary Financial Advisors
N/A—1,039-1,039-100%$25.0K———
Consultiva Wealth Management, Corp.
N/A—1,000-1,000-100%$24.0K———
Purpose Unlimited Inc.
N/A—1,000-1,000-100%$24.0K———
WealthCollab, LLC
N/A—1,000-1,000-100%$24.0K———
Basepoint Wealth LLC
N/A—1,000-1,000-100%$24.0K———
Caldwell Sutter Capital, Inc.
N/A—945-945-100%$22.7K———
Mcguire Capital Advisors Inc
N/A—700-700-100%$16.8K———
Strive Financial Group,LLC
N/A—675-675-100%$16.2K———
Smartleaf Asset Management LLC
N/A—669-669-100%$15.9K———
SHP Wealth Management
N/A—659-659-100%$15.8K———
Crewe Advisors LLC
N/A—600-600-100%$14.4K———
FWL Investment Management, LLC
N/A—525-525-100%$12.6K———
MidFirst Bank
N/A—500-500-100%$12.0K———
Chesapeake Asset Management LLC
N/A—480-480-100%$11.5K———
Silicon Valley Capital Partners
N/A—350-350-100%$8.4K———
Basecamp Wealth Advisors LLC
N/A—274-274-100%$6.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—226-226-100%$5.4K———
Danske Bank A/S
N/A—200-200-100%$4.8K———
Fourth Dimension Wealth, LLC
N/A—200-200-100%$4.8K———
Vision Retirement, LLC
N/A—198-198-100%$4.8K———
Hollencrest Capital Management
N/A—195-195-100%$4.7K———
Ankerstar Wealth, LLC
N/A—182-182-100%$4.4K———
HighMark Wealth Management LLC
N/A—175-175-100%$4.2K———
Game Plan Financial Advisors, LLC
N/A—150-150-100%$3.6K———
Mpwm Advisory Solutions, LLC
N/A—145-145-100%$3.5K———
Mark Sheptoff Financial Planning, LLC
N/A—125-125-100%$3.0K———
Aventura Private Wealth, LLC
N/A—100-100-100%$2.4K———
Pinney & Scofield, Inc.
N/A—100-100-100%$2.4K———
Bessemer Group Inc
N/A—73-73-100%$2———
Dogwood Wealth Management LLC
N/A—71-71-100%$1.7K———
CVA Family Office, LLC
N/A—69-69-100%$1.7K———
Cordant, Inc.
N/A—65-65-100%$1.6K———
IMA Advisory Services, Inc.
N/A—51-51-100%$1.2K———
Swan Capital LLC
N/A—50-50-100%$1.2K———
Manning & Napier Advisors LLC
N/A—41-41-100%$977———
Glen Eagle Advisors, LLC
N/A—40-40-100%$960———
Rialto Wealth Management, LLC
N/A—39-39-100%$936———
Cary Street Partners Investment Advisory LLC
N/A—38-38-100%$912———
Strategic Investment Solutions, Inc.
N/A—35-35-100%$840———
Strategic Wealth Partners, Ltd.
N/A—28-28-100%$672———
SouthState Bank Corp
N/A—22-22-100%$528———
Nova Wealth Management, Inc.
N/A—20-20-100%$480———
Keating Financial Advisory Services, Inc.
N/A—18-18-100%$432———
Toronto Dominion Bank
N/A—14-14-100%$336———
Godfrey Financial Associates, Inc.
N/A—13-13-100%$312———
HM Payson & Co
N/A—11-11-100%$264———
Berkshire Capital Holdings Inc
N/A—10-10-100%$240———
Transamerica Financial Advisors, LLC
N/A—8-8-100%$191———
Continuum Advisory, LLC
N/A—2-2-100%$48———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1-1-100%$12———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 600 of 600 institutions