ENI SPA (E)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Creative Planning

INCREASED

Shares252,803 from 235,745

Change+17,058 (+7%)

Value$13.7M (+$2.7M)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares141,754 from 174,941

Change-33,187 (-19%)

Value$7.7M (-$500.5K)

Filed 2026-11-06

Fisher Asset Management, LLC

DECREASED

Shares85,245 from 86,158

Change-913 (-1%)

Value$4.6M (+$591.5K)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares84,477 from 75,062

Change+9,415 (+13%)

Value$4.6M (+$1.1M)

Filed 2026-11-04

TD Waterhouse Canada Inc.

NEW

Shares77,732

Change+77,732

Value$4.2M

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares71,327 from 88,375

Change-17,048 (-19%)

Value$3.9M (-$268.2K)

Filed 2026-11-05

Kornitzer Capital Management Inc

INCREASED

Shares65,987 from 22,810

Change+43,177 (+189%)

Value$3.6M (+$2.5M)

Filed 2026-11-03

Crossmark Global Holdings, Inc.

DECREASED

Shares65,131 from 68,343

Change-3,212 (-5%)

Value$3.5M (+$334.1K)

Filed 2026-10-21

Bank of New York Mellon Corp

INCREASED

Shares63,164 from 59,864

Change+3,300 (+6%)

Value$3.4M (+$624.6K)

Filed 2026-11-05

LFG Wealth Partners, LLC

DECREASED

Shares63,007 from 67,040

Change-4,033 (-6%)

Value$3.4M (+$279.8K)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares62,865 from 40,512

Change+22,353 (+55%)

Value$3.4M (+$1.5M)

Filed 2026-11-06

Ritholtz Wealth Management

INCREASED

Shares57,848 from 51,301

Change+6,547 (+13%)

Value$3.1M (+$737.2K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares43,261 from 44,545

Change-1,284 (-3%)

Value$2.3M (+$261.7K)

Filed 2026-11-04

Diversify Wealth Management, LLC

INCREASED

Shares42,098 from 37,066

Change+5,032 (+14%)

Value$2.4M (+$541.5K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares42,098 from 37,066

Change+5,032 (+14%)

Value$2.4M (+$541.5K)

Filed 2026-10-20

Barclays PLC

INCREASED

Shares38,855 from 29,057

Change+9,798 (+34%)

Value$2.1M (+$748.2K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares34,424 from 16,001

Change+18,423 (+115%)

Value$1.9M (+$1.1M)

Filed 2026-10-13

LSV Asset Management

DECREASED

Shares34,176 from 35,900

Change-1,724 (-5%)

Value$1.9M (+$174.0K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares33,676 from 33,990

Change-314 (-1%)

Value$1.8M (+$235.8K)

Filed 2026-11-06

Vise Technologies, Inc.

INCREASED

Shares32,540 from 24,066

Change+8,474 (+35%)

Value$1.8M (+$639.2K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares32,475 from 34,015

Change-1,540 (-5%)

Value$1.8M (+$169.0K)

Filed 2026-11-02

Signaturefd, LLC

INCREASED

Shares30,960 from 29,277

Change+1,683 (+6%)

Value$1.7M (+$309.2K)

Filed 2026-10-23

Evergreen Capital Management LLC

INCREASED

Shares29,461 from 26,125

Change+3,336 (+13%)

Value$1.6M (+$391.1K)

Filed 2026-10-23

Summit Global Investments

INCREASED

Shares27,626 from 26,239

Change+1,387 (+5%)

Value$1.5M (+$270.0K)

Filed 2026-10-28

Savant Capital, LLC

INCREASED

Shares27,521 from 19,660

Change+7,861 (+40%)

Value$1.5M (+$572.2K)

Filed 2026-11-06

Imc-Chicago, LLC

INCREASED

Shares26,792 from 19,712

Change+7,080 (+36%)

Value$1.5M (+$531.1K)

Filed 2026-11-05

Quadrant Capital Group LLC

DECREASED

Shares23,852 from 23,891

Change-39 (0%)

Value$1.4M (+$250.8K)

Filed 2026-10-20

Redhawk Wealth Advisors, Inc.

DECREASED

Shares20,555 from 20,883

Change-328 (-2%)

Value$1.1M (+$137.5K)

Filed 2026-10-14

Purkiss Capital Advisors LLC

UNCHANGED

Shares19,217 from 19,217

Change0 (0%)

Value$1.0M (+$143.0K)

Filed 2026-11-06

Compound Planning, Inc.

INCREASED

Shares18,606 from 12,466

Change+6,140 (+49%)

Value$1.0M (+$426.1K)

Filed 2026-11-05

Blue Capital, Inc.

DECREASED

Shares18,436 from 33,505

Change-15,069 (-45%)

Value$1.0M (-$569.0K)

Filed 2026-10-13

Viewpoint Investment Partners Corp

INCREASED

Shares17,900 from 12,700

Change+5,200 (+41%)

Value$972.0K (+$376.8K)

Filed 2026-10-26

Kathmere Capital Management, LLC

INCREASED

Shares16,965 from 16,792

Change+173 (+1%)

Value$921.2K (+$134.3K)

Filed 2026-10-20

Aaron Wealth Advisors LLC

INCREASED

Shares16,594 from 16,559

Change+35 (+0%)

Value$901.1K (+$125.1K)

Filed 2026-10-13

LVW Advisors, LLC

INCREASED

Shares15,866 from 14,942

Change+924 (+6%)

Value$861.5K (+$161.3K)

Filed 2026-10-19

Provenance Wealth Advisors, LLC

NEW

Shares15,097

Change+15,097

Value$819.8K

Filed 2026-10-30

Park Avenue Securities LLC

DECREASED

Shares14,554 from 15,061

Change-507 (-3%)

Value$790.0K (+$84.0K)

Filed 2026-10-26

Allspring Global Investments Holdings, LLC

INCREASED

Shares13,711 from 13,687

Change+24 (+0%)

Value$751.5K (+$115.1K)

Filed 2026-11-04

Choreo, LLC

INCREASED

Shares12,638 from 11,950

Change+688 (+6%)

Value$693.7K (+$133.7K)

Filed 2026-10-28

Versant Capital Management, Inc

DECREASED

Shares12,346 from 13,534

Change-1,188 (-9%)

Value$670.4K (+$36.2K)

Filed 2026-10-02

Greenleaf Trust

DECREASED

Shares11,522 from 12,692

Change-1,170 (-9%)

Value$625.6K (+$30.9K)

Filed 2026-10-29

Truist Financial Corp

DECREASED

Shares11,508 from 11,681

Change-173 (-1%)

Value$624.9K (+$77.5K)

Filed 2026-10-30

Assetmark, Inc

DECREASED

Shares10,789 from 14,312

Change-3,523 (-25%)

Value$585.8K (-$84.8K)

Filed 2026-10-21

Parallel Advisors, LLC

INCREASED

Shares10,690 from 10,558

Change+132 (+1%)

Value$580.5K (+$85.7K)

Filed 2026-11-03

Nations Financial Group Inc,

INCREASED

Shares10,617 from 10,105

Change+512 (+5%)

Value$576.5K (+$103.0K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares10,495 from 9,563

Change+932 (+10%)

Value$569.9K (+$121.8K)

Filed 2026-10-08

Farther Finance Advisors, LLC

DECREASED

Shares10,166 from 14,340

Change-4,174 (-29%)

Value$552.0K (-$119.8K)

Filed 2026-10-08

Fractal Investments LLC

UNCHANGED

Shares9,186 from 9,186

Change0 (0%)

Value$498.8K (+$68.3K)

Filed 2026-10-28

Blue Trust, Inc.

DECREASED

Shares9,075 from 10,662

Change-1,587 (-15%)

Value$492.8K (-$6.8K)

Filed 2026-10-15

Keybank National Association

INCREASED

Shares8,996 from 8,948

Change+48 (+1%)

Value$488.5K (+$69.2K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares8,949 from 9,020

Change-71 (-1%)

Value$497.7K (+$67.3K)

Filed 2026-10-13

Davenport & Co LLC

INCREASED

Shares8,923 from 8,049

Change+874 (+11%)

Value$484.5K (+$107.3K)

Filed 2026-10-14

Burns Matteson Capital Management, LLC

DECREASED

Shares8,564 from 8,617

Change-53 (-1%)

Value$465.0K (+$61.2K)

Filed 2026-10-16

Oakmont Investment Advisors, Inc.

UNCHANGED

Shares8,400 from 8,400

Change0 (0%)

Value$456.1K (+$62.5K)

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares8,168 from 7,583

Change+585 (+8%)

Value$443.5K (+$88.2K)

Filed 2026-10-15

MGO One Seven LLC

INCREASED

Shares8,145 from 7,686

Change+459 (+6%)

Value$442.2K (+$82.1K)

Filed 2026-10-28

Inspire Investing, LLC

INCREASED

Shares7,723 from 5,945

Change+1,778 (+30%)

Value$419.4K (+$140.8K)

Filed 2026-10-22

Gallacher Capital Management LLC

DECREASED

Shares7,286 from 9,199

Change-1,913 (-21%)

Value$395.6K (-$35.4K)

Filed 2026-10-30

First Command Advisory Services, Inc.

INCREASED

Shares7,242 from 3,648

Change+3,594 (+99%)

Value$397.4K (+$226.5K)

Filed 2026-11-05

Abel Hall, LLC

DECREASED

Shares7,238 from 7,315

Change-77 (-1%)

Value$393.0K (+$50.2K)

Filed 2026-10-19

StoneX Group Inc.

NEW

Shares6,632

Change+6,632

Value$363.8K

Filed 2026-11-03

PDS Planning, Inc

INCREASED

Shares6,613 from 6,408

Change+205 (+3%)

Value$359.1K (+$58.8K)

Filed 2026-11-03

Congress Park Capital LLC

UNCHANGED

Shares6,600 from 6,600

Change0 (0%)

Value$358.4K (+$49.1K)

Filed 2026-10-13

Moody National Bank Trust Division

INCREASED

Shares6,540 from 6,366

Change+174 (+3%)

Value$355.1K (+$56.8K)

Filed 2026-10-06

HB Wealth Management, LLC

INCREASED

Shares6,196 from 6,193

Change+3 (+0%)

Value$336.4K (+$46.2K)

Filed 2026-10-23

Plan A Wealth LLC

INCREASED

Shares5,992 from 4,501

Change+1,491 (+33%)

Value$325.4K (+$114.4K)

Filed 2026-10-08

Ethic Inc.

INCREASED

Shares5,968 from 5,865

Change+103 (+2%)

Value$324.1K (+$49.2K)

Filed 2026-11-03

Merit Financial Group, LLC

INCREASED

Shares5,934 from 5,834

Change+100 (+2%)

Value$322.2K (+$48.8K)

Filed 2026-11-06

Trek Financial, LLC

INCREASED

Shares5,860 from 5,536

Change+324 (+6%)

Value$318.2K (+$58.8K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares5,847 from 5,382

Change+465 (+9%)

Value$317.5K (+$65.3K)

Filed 2026-11-02

Carnegie Investment Counsel

DECREASED

Shares5,813 from 6,445

Change-632 (-10%)

Value$315.6K (+$13.6K)

Filed 2026-10-20

Larry Mathis Financial Planning, LLC

DECREASED

Shares5,616 from 6,087

Change-471 (-8%)

Value$304.9K (+$19.7K)

Filed 2026-10-26

Ascent Group, LLC

DECREASED

Shares5,582 from 6,138

Change-556 (-9%)

Value$303.1K (+$15.5K)

Filed 2026-10-30

Flynn Zito Capital Management, LLC

INCREASED

Shares5,504 from 5,005

Change+499 (+10%)

Value$298.8K (+$64.3K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

INCREASED

Shares5,447 from 5,197

Change+250 (+5%)

Value$295.7K (+$52.2K)

Filed 2026-11-02

SmartHarvest Portfolios, LLC

DECREASED

Shares5,408 from 5,923

Change-515 (-9%)

Value$293.7K (+$16.1K)

Filed 2026-10-26

MBA Advisors LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$271.5K (+$37.2K)

Filed 2026-10-29

Concurrent Investment Advisors, LLC

DECREASED

Shares4,979 from 5,306

Change-327 (-6%)

Value$270.4K (+$21.7K)

Filed 2026-10-16

Personal CFO Solutions, LLC

DECREASED

Shares4,938 from 5,363

Change-425 (-8%)

Value$271.1K (+$19.8K)

Filed 2026-11-06

Rose Capital Advisors LLC

NEW

Shares4,842

Change+4,842

Value$262.9K

Filed 2026-11-04

Elevation Point Wealth Partners, LLC

DECREASED

Shares4,791 from 18,259

Change-13,468 (-74%)

Value$263.0K (-$592.6K)

Filed 2026-11-05

Traveka Wealth, LLC

INCREASED

Shares4,695 from 4,485

Change+210 (+5%)

Value$254.9K (+$44.8K)

Filed 2026-10-19

Seven Mile Advisory

INCREASED

Shares4,695 from 4,609

Change+86 (+2%)

Value$254.9K (+$39.0K)

Filed 2026-10-22

Yousif Capital Management, LLC

UNCHANGED

Shares4,688 from 4,688

Change0 (0%)

Value$254.6K (+$34.9K)

Filed 2026-10-22

Sovran Advisors, LLC

INCREASED

Shares4,624 from 4,053

Change+571 (+14%)

Value$278.3K (+$74.7K)

Filed 2026-11-02

Sagespring Wealth Partners, LLC

DECREASED

Shares4,504 from 4,692

Change-188 (-4%)

Value$244.6K (+$24.7K)

Filed 2026-10-22

Resonant Capital Advisors, LLC

INCREASED

Shares4,485 from 4,316

Change+169 (+4%)

Value$246.3K (+$44.0K)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

DECREASED

Shares4,400 from 5,098

Change-698 (-14%)

Value$238.9K (+$24)

Filed 2026-11-04

Trust Point Inc.

NEW

Shares4,371

Change+4,371

Value$237.3K

Filed 2026-10-27

Xponance LLC

NEW

Shares4,090

Change+4,090

Value$222.1K

Filed 2026-11-03

Crestwood Advisors Group, LLC

NEW

Shares4,049

Change+4,049

Value$219.9K

Filed 2026-10-27

Visionary Wealth Advisors

NEW

Shares4,000

Change+4,000

Value$217.2K

Filed 2026-11-04

Clearstead Advisors, LLC

INCREASED

Shares3,953 from 1,873

Change+2,080 (+111%)

Value$214.6K (+$126.8K)

Filed 2026-11-06

Manske Wealth Management

NEW

Shares3,950

Change+3,950

Value$214.5K

Filed 2026-10-26

May Hill Capital, LLC

NEW

Shares3,904

Change+3,904

Value$212.0K

Filed 2026-11-03

Prospera Financial Services Inc

DECREASED

Shares3,842 from 46,961

Change-43,119 (-92%)

Value$233.6K (-$2.0M)

Filed 2026-11-04

B.A. Schrock Wealth Management, Inc.

NEW

Shares3,790

Change+3,790

Value$206.1K

Filed 2026-10-15

Sage Rhino Capital LLC

NEW

Shares3,738

Change+3,738

Value$203.0K

Filed 2026-10-28

TD Private Client Wealth LLC

DECREASED

Shares3,289 from 4,337

Change-1,048 (-24%)

Value$178.6K (-$24.6K)

Filed 2026-10-28

Allworth Financial LP

INCREASED

Shares2,962 from 1,651

Change+1,311 (+79%)

Value$138.8K (+$61.4K)

Filed 2026-11-06

Cromwell Holdings LLC

UNCHANGED

Shares2,795 from 2,795

Change0 (0%)

Value$153.5K (+$22.5K)

Filed 2026-10-28

Hilltop National Bank

UNCHANGED

Shares2,785 from 2,785

Change0 (0%)

Value$151.2K (+$20.7K)

Filed 2026-10-14

Nfsg Corp

INCREASED

Shares1,910 from 294

Change+1,616 (+550%)

Value$103.7K (+$89.9K)

Filed 2026-10-15

Rosenberg Matthew Hamilton

UNCHANGED

Shares1,871 from 1,871

Change0 (0%)

Value$101.6K (+$13.9K)

Filed 2026-10-05

Larson Financial Group LLC

INCREASED

Shares1,821 from 1,808

Change+13 (+1%)

Value$98.9K (+$14.2K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

INCREASED

Shares1,771 from 1,770

Change+1 (+0%)

Value$97.3K (+$14.3K)

Filed 2026-10-20

Summit Securities Group LLC

NEW

Shares1,596

Change+1,596

Value$86.7K

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,571 from 1,638

Change-67 (-4%)

Value$85.3K (+$8.5K)

Filed 2026-10-27

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$81.5K (+$11.2K)

Filed 2026-10-27

CoreCap Advisors, LLC

INCREASED

Shares1,417 from 17

Change+1,400 (+8235%)

Value$76.9K (+$76.1K)

Filed 2026-10-08

Owl Creek Wealth Partners LLC

INCREASED

Shares1,325 from 1,301

Change+24 (+2%)

Value$71.9K (+$11.0K)

Filed 2026-10-20

Manchester Capital Management LLC

UNCHANGED

Shares1,206 from 1,206

Change0 (0%)

Value$65.5K (+$9.0K)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

DECREASED

Shares836 from 854

Change-18 (-2%)

Value$45.4K (+$5.4K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares763 from 572

Change+191 (+33%)

Value$41.4K (+$14.6K)

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares707 from 707

Change0 (0%)

Value$38.4K (+$6.2K)

Filed 2026-10-29

Golden State Wealth Management, LLC

UNCHANGED

Shares617 from 617

Change0 (0%)

Value$33.5K (+$4.6K)

Filed 2026-11-02

Addison Advisors LLC

INCREASED

Shares614 from 585

Change+29 (+5%)

Value$33.3K (+$5.9K)

Filed 2026-11-06

Parkside Financial Bank & Trust

INCREASED

Shares554 from 544

Change+10 (+2%)

Value$30.1K (+$4.6K)

Filed 2026-10-27

James T. Borello RIA

DECREASED

Shares513 from 641

Change-128 (-20%)

Value$27.9K (-$2.2K)

Filed 2026-10-16

Ares Financial Consulting, LLC

UNCHANGED

Shares477 from 477

Change0 (0%)

Value$25.9K (+$3.5K)

Filed 2026-10-19

Barrett & Company, Inc.

INCREASED

Shares475 from 325

Change+150 (+46%)

Value$25.8K (+$10.6K)

Filed 2026-10-22

IFP Advisors, Inc

DECREASED

Shares458 from 659

Change-201 (-30%)

Value$24.9K (-$6.0K)

Filed 2026-10-16

True Wealth Design, LLC

INCREASED

Shares450 from 440

Change+10 (+2%)

Value$24.4K (+$3.8K)

Filed 2026-10-13

Bare Financial Services, Inc

INCREASED

Shares445 from 391

Change+54 (+14%)

Value$24.2K (+$5.8K)

Filed 2026-11-04

JFS Wealth Advisors, LLC

DECREASED

Shares401 from 494

Change-93 (-19%)

Value$21.8K (-$1.3K)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares338

Change+338

Value$18.4K

Filed 2026-10-21

Pinnacle Bancorp, Inc.

UNCHANGED

Shares319 from 319

Change0 (0%)

Value$17.3K (+$2.4K)

Filed 2026-10-21

Cullen T Bankers, Inc.

INCREASED

Shares290 from 47

Change+243 (+517%)

Value$15.7K (+$13.5K)

Filed 2026-10-28

Private Trust Co NA

DECREASED

Shares288 from 681

Change-393 (-58%)

Value$15.6K (-$16.3K)

Filed 2026-10-20

Boyd Watterson Asset Management LLC

UNCHANGED

Shares258 from 258

Change0 (0%)

Value$14.0K (+$1.9K)

Filed 2026-11-06

Financial Consulate, Inc

INCREASED

Shares234 from 218

Change+16 (+7%)

Value$12.7K (+$2.5K)

Filed 2026-10-23

Triumph Capital Management

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$12.4K (+$1.7K)

Filed 2026-10-14

Bell Investment Advisors, Inc

NEW

Shares225

Change+225

Value$12.2K

Filed 2026-10-29

Mondrian Investment Partners LTD

DECREASED

Shares225 from 308

Change-83 (-27%)

Value$13.2K (-$1.2K)

Filed 2026-10-23

Mather Group, Llc.

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$11.7K (+$1.6K)

Filed 2026-10-14

Physician Wealth Advisors, Inc.

INCREASED

Shares199 from 100

Change+99 (+99%)

Value$10.8K (+$6.1K)

Filed 2026-10-20

Signature Equity Partners, LLC

INCREASED

Shares197 from 146

Change+51 (+35%)

Value$10.7K (+$3.9K)

Filed 2026-10-29

Proathlete Wealth Management LLC

NEW

Shares186

Change+186

Value$10.1K

Filed 2026-10-15

Ascentis Wealth Management, LLC

INCREASED

Shares174 from 95

Change+79 (+83%)

Value$9.4K (+$5.0K)

Filed 2026-11-03

West Financial Advisors, LLC

NEW

Shares171

Change+171

Value$9.3K

Filed 2026-10-22

Retirement Wealth Solutions LLC

DECREASED

Shares154 from 155

Change-1 (-1%)

Value$8.4K (+$1.1K)

Filed 2026-10-07

Cape Investment Advisory, Inc.

DECREASED

Shares150 from 300

Change-150 (-50%)

Value$8.1K (-$5.9K)

Filed 2026-10-13

Essential Partners LLC

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$6.5K (+$886)

Filed 2026-10-14

Elyxium Wealth, LLC

NEW

Shares116

Change+116

Value$6.3K

Filed 2026-10-27

UMB Bank, n.a.

UNCHANGED

Shares111 from 111

Change0 (0%)

Value$6.0K (+$826)

Filed 2026-11-06

Toth Financial Advisory Corp

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$6.0K (+$818)

Filed 2026-10-08

Zions Bancorporation, National Association

DECREASED

Shares106 from 109

Change-3 (-3%)

Value$5.8K (+$648)

Filed 2026-11-06

SJS Investment Consulting Inc.

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$4.5K (+$617)

Filed 2026-10-26

Arlington Trust Co LLC

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$4.3K (+$588)

Filed 2026-10-20

Creative Capital Management Investments LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$4.1K (+$558)

Filed 2026-10-28

Gleason Group, Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$4.0K (+$550)

Filed 2026-10-15

MV Capital Management, Inc.

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$3.7K (+$513)

Filed 2026-10-29

Highline Wealth Partners LLC

INCREASED

Shares68 from 7

Change+61 (+871%)

Value$3.7K (+$3.4K)

Filed 2026-10-19

UMB Private Wealth Management, LLC

NEW

Shares60

Change+60

Value$3.3K

Filed 2026-10-19

Key Capital Management, Inc

NEW

Shares58

Change+58

Value$3.1K

Filed 2026-11-03

American Capital Advisory, LLC

INCREASED

Shares51 from 26

Change+25 (+96%)

Value$2.8K (+$1.6K)

Filed 2026-10-28

Acumen Wealth Advisors, LLC

NEW

Shares46

Change+46

Value$2.5K

Filed 2026-11-05

Armstrong Advisory Group, Inc

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$2.3K (+$320)

Filed 2026-10-09

Fairway Wealth LLC

NEW

Shares40

Change+40

Value$2.2K

Filed 2026-10-30

Albion Financial Group

NEW

Shares38

Change+38

Value$2.0K

Filed 2026-10-21

Planning Strategies Inc.

NEW

Shares37

Change+37

Value$2.0K

Filed 2026-10-02

Security National Bank

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$1.8K (+$253)

Filed 2026-10-26

Burk Holdings LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$1.8K (+$246)

Filed 2026-11-05

Downshift Financial, LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$1.7K (+$238)

Filed 2026-10-13

Rossby Financial, LCC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$1.7K (+$238)

Filed 2026-11-05

Buck Wealth Strategies, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.6K (+$223)

Filed 2026-10-28

Roxbury Financial LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.6K (+$223)

Filed 2026-10-01

Financial Network Wealth Advisors LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.6K (+$216)

Filed 2026-10-28

Meriwether Wealth & Planning, LLC

NEW

Shares26

Change+26

Value$1.4K

Filed 2026-10-13

Nvest Wealth Strategies, Inc.

INCREASED

Shares26 from 13

Change+13 (+100%)

Value$1.4K (+$802)

Filed 2026-10-14

Central Trust Co

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.2K (+$164)

Filed 2026-11-05

Elevated Capital Advisors, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$977 (+$134)

Filed 2026-11-04

Clark Wealth Partners

NEW

Shares17

Change+17

Value$934

Filed 2026-10-19

North Star Investment Management Corp.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$760 (+$104)

Filed 2026-10-27

Monetary Solutions, Ltd

INCREASED

Shares13 from 8

Change+5 (+63%)

Value$706 (+$331)

Filed 2026-10-22

Trust Co

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$489 (+$67)

Filed 2026-10-09

Godsey & Gibb, Inc

NEW

Shares6

Change+6

Value$326

Filed 2026-10-14

Abound Wealth Management

DECREASED

Shares6 from 12

Change-6 (-50%)

Value$326 (-$237)

Filed 2026-10-26

Gilpin Wealth Management, LLC

NEW

Shares5

Change+5

Value$272

Filed 2026-10-09

Wilmington Savings Fund Society, FSB

NEW

Shares5

Change+5

Value$272

Filed 2026-10-23

Compass Financial Management LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$272 (+$5)

Filed 2026-10-30

Grove Bank & Trust

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$272 (+$38)

Filed 2026-10-08

StrongBox Wealth, LLC

NEW

Shares4

Change+4

Value$217

Filed 2026-11-02

Decker Retirement Planning Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$142 (+$19)

Filed 2026-10-19

Beacon Capital Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$48 (+$7)

Filed 2026-10-13

ABC Arbitrage SA

CLOSED

Shares0 from 58,156

Change-58,156 (-100%)

Value$0 (-$2.7M)

Filed 2026-10-23

Integrity Alliance, Llc.

CLOSED

Shares0 from 22,979

Change-22,979 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-29

Timothy G. Youngquist 2020 Irrevocable Trust

CLOSED

Shares0 from 19,362

Change-19,362 (-100%)

Value$0 (-$907.3K)

Filed 2026-10-13

Ativo Capital Management LLC

CLOSED

Shares0 from 12,212

Change-12,212 (-100%)

Value$0 (-$572.3K)

Filed 2026-10-27

Canal Insurance Co

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$469.0K)

Filed 2026-10-20

World Equity Group, Inc.

CLOSED

Shares0 from 9,400

Change-9,400 (-100%)

Value$0 (-$440.5K)

Filed 2026-10-14

Cambiar Investors LLC

CLOSED

Shares0 from 5,543

Change-5,543 (-100%)

Value$0 (-$259.7K)

Filed 2026-11-04

Carrera Capital Advisors

CLOSED

Shares0 from 4,886

Change-4,886 (-100%)

Value$0 (-$229.0K)

Filed 2026-11-03

Eddie Patel Inc

CLOSED

Shares0 from 4,370

Change-4,370 (-100%)

Value$0 (-$204.8K)

Filed 2026-11-02

Solstein Capital, LLC

CLOSED

Shares0 from 483

Change-483 (-100%)

Value$0 (-$22.6K)

Filed 2026-11-02

Cornerstone Planning Group LLC

CLOSED

Shares0 from 168

Change-168 (-100%)

Value$0 (-$8.6K)

Filed 2026-10-16

Salem Investment Counselors Inc

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$7.3K)

Filed 2026-10-13

Elevation Wealth Partners, LLC

CLOSED

Shares0 from 131

Change-131 (-100%)

Value$0 (-$6.1K)

Filed 2026-10-07

Stone House Investment Management, LLC

CLOSED

Shares0 from 128

Change-128 (-100%)

Value$0 (-$6.0K)

Filed 2026-10-23

Nemes Rush Group LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$3.3K)

Filed 2026-11-04

Creative Financial Designs Inc

CLOSED

Shares0 from 46

Change-46 (-100%)

Value$0 (-$2.2K)

Filed 2026-11-04

Deutsche Bank Ag\

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$1.5K)

Filed 2026-11-06

Flagship Wealth Advisors, LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$1.4K)

Filed 2026-11-03

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$469)

Filed 2026-11-04

Halbert Hargrove Global Advisors, LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$387)

Filed 2026-10-16

Morgan Stanley

N/A

Shares— from 2,967,045

Change-2,967,045 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 2,542,784

Change-2,542,784 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,486,735

Change-2,486,735 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,296,209

Change-1,296,209 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,272,351

Change-1,272,351 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,145,618

Change-1,145,618 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 915,717

Change-915,717 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 865,727

Change-865,727 (-100%)

Value—

FMR LLC

N/A

Shares— from 711,304

Change-711,304 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 595,670

Change-595,670 (-100%)

Value—

GQG Partners LLC

N/A

Shares— from 590,882

Change-590,882 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 537,396

Change-537,396 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 497,255

Change-497,255 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 479,416

Change-479,416 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 473,615

Change-473,615 (-100%)

Value—

Capital Wealth Planning, LLC

N/A

Shares— from 459,273

Change-459,273 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 428,889

Change-428,889 (-100%)

Value—

UBS Group AG

N/A

Shares— from 371,463

Change-371,463 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 251,459

Change-251,459 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 208,780

Change-208,780 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 201,728

Change-201,728 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 191,223

Change-191,223 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 166,479

Change-166,479 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 159,124

Change-159,124 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 152,427

Change-152,427 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 148,240

Change-148,240 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 144,171

Change-144,171 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 141,500

Change-141,500 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 141,467

Change-141,467 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 135,896

Change-135,896 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 130,000

Change-130,000 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 125,904

Change-125,904 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 121,941

Change-121,941 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 110,738

Change-110,738 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 105,235

Change-105,235 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 89,386

Change-89,386 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 84,439

Change-84,439 (-100%)

Value—

RD Lewis Holdings, Inc.

N/A

Shares— from 75,797

Change-75,797 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 74,840

Change-74,840 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 74,405

Change-74,405 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 67,029

Change-67,029 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 66,783

Change-66,783 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 66,321

Change-66,321 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 65,529

Change-65,529 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 57,153

Change-57,153 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 49,094

Change-49,094 (-100%)

Value—

Harvest Portfolios Group Inc.

N/A

Shares— from 42,931

Change-42,931 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 40,996

Change-40,996 (-100%)

Value—

State Street Corp

N/A

Shares— from 39,570

Change-39,570 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 36,732

Change-36,732 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 36,524

Change-36,524 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 36,491

Change-36,491 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 36,131

Change-36,131 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 35,524

Change-35,524 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 34,764

Change-34,764 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 34,308

Change-34,308 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 34,288

Change-34,288 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 32,489

Change-32,489 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 32,333

Change-32,333 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 32,284

Change-32,284 (-100%)

Value—

Employees Retirement System of Texas

N/A

Shares— from 31,258

Change-31,258 (-100%)

Value—

Dorsey Wright & Associates

N/A

Shares— from 30,463

Change-30,463 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 30,200

Change-30,200 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 29,097

Change-29,097 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 28,667

Change-28,667 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 28,403

Change-28,403 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 27,038

Change-27,038 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 26,748

Change-26,748 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 26,085

Change-26,085 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 24,859

Change-24,859 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 23,826

Change-23,826 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 23,777

Change-23,777 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 23,541

Change-23,541 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 23,058

Change-23,058 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 22,766

Change-22,766 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 22,614

Change-22,614 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 21,081

Change-21,081 (-100%)

Value—

DV Equities, LLC

N/A

Shares— from 20,495

Change-20,495 (-100%)

Value—

AdvisorShares Investments LLC

N/A

Shares— from 17,998

Change-17,998 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 17,762

Change-17,762 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 17,321

Change-17,321 (-100%)

Value—

&partners

N/A

Shares— from 16,851

Change-16,851 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 16,401

Change-16,401 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 14,622

Change-14,622 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,507

Change-13,507 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 13,215

Change-13,215 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 12,676

Change-12,676 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,485

Change-12,485 (-100%)

Value—

New Vernon Capital Holdings II LLC

N/A

Shares— from 12,197

Change-12,197 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 12,109

Change-12,109 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 11,872

Change-11,872 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,776

Change-11,776 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 11,247

Change-11,247 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 11,145

Change-11,145 (-100%)

Value—

Flatrock Wealth Partners LLC

N/A

Shares— from 10,876

Change-10,876 (-100%)

Value—

XY Capital Ltd

N/A

Shares— from 10,648

Change-10,648 (-100%)

Value—

OneAscent Investment Solutions LLC

N/A

Shares— from 9,872

Change-9,872 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 9,321

Change-9,321 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 8,941

Change-8,941 (-100%)

Value—

Qtron Investments LLC

N/A

Shares— from 8,924

Change-8,924 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 8,731

Change-8,731 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 8,608

Change-8,608 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 8,321

Change-8,321 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 8,175

Change-8,175 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 8,052

Change-8,052 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7,829

Change-7,829 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 7,742

Change-7,742 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,494

Change-7,494 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 7,112

Change-7,112 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 6,977

Change-6,977 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 6,922

Change-6,922 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,755

Change-6,755 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 6,245

Change-6,245 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 6,244

Change-6,244 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6,013

Change-6,013 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 5,873

Change-5,873 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,860

Change-5,860 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 5,833

Change-5,833 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 5,320

Change-5,320 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 5,097

Change-5,097 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 5,072

Change-5,072 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 4,911

Change-4,911 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 4,898

Change-4,898 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,693

Change-4,693 (-100%)

Value—

Brandes Investment Partners, LP

N/A

Shares— from 4,660

Change-4,660 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 3,983

Change-3,983 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,580

Change-2,580 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2,572

Change-2,572 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 2,521

Change-2,521 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,648

Change-1,648 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 882

Change-882 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 675

Change-675 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 508

Change-508 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 376

Change-376 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 333

Change-333 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 291

Change-291 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 247

Change-247 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 199

Change-199 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 183

Change-183 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 173

Change-173 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 126

Change-126 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 124

Change-124 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 121

Change-121 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 114

Change-114 (-100%)

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Mpwm Advisory Solutions, LLC

N/A

Shares— from 114

Change-114 (-100%)

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BOK Financial Private Wealth, Inc.

N/A

Shares— from 109

Change-109 (-100%)

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Smithfield Trust Co

N/A

Shares— from 104

Change-104 (-100%)

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Crewe Advisors LLC

N/A

Shares— from 90

Change-90 (-100%)

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IMA Advisory Services, Inc.

N/A

Shares— from 82

Change-82 (-100%)

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LRI Investments, LLC

N/A

Shares— from 75

Change-75 (-100%)

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Park Place Capital Corp

N/A

Shares— from 69

Change-69 (-100%)

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HHM Wealth Advisors, LLC

N/A

Shares— from 62

Change-62 (-100%)

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N.E.W. Advisory Services LLC

N/A

Shares— from 55

Change-55 (-100%)

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SouthState Bank Corp

N/A

Shares— from 53

Change-53 (-100%)

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Raffa Wealth Management, LLC

N/A

Shares— from 46

Change-46 (-100%)

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Allied Private Wealth LLC

N/A

Shares— from 40

Change-40 (-100%)

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Motco

N/A

Shares— from 38

Change-38 (-100%)

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CVA Family Office, LLC

N/A

Shares— from 37

Change-37 (-100%)

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Copia Wealth Management

N/A

Shares— from 34

Change-34 (-100%)

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JDM Financial Group LLC

N/A

Shares— from 30

Change-30 (-100%)

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Keating Financial Advisory Services, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 30

Change-30 (-100%)

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Aventura Private Wealth, LLC

N/A

Shares— from 28

Change-28 (-100%)

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Bogart Wealth, LLC

N/A

Shares— from 25

Change-25 (-100%)

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Bellevue Asset Management, LLC

N/A

Shares— from 22

Change-22 (-100%)

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Horizon Investments, LLC

N/A

Shares— from 20

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Marshall Investment Management, LLC

N/A

Shares— from 15

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Highland Investment Advisors LLC

N/A

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PIN OAK Investment Advisors Inc

N/A

Shares— from 11

Change-11 (-100%)

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IFG Advisory, LLC

N/A

Shares— from 8

Change-8 (-100%)

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Godfrey Financial Associates, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Creative Planning	INCREASED	252,803	235,745	+17,058	+7%	$11.0M	$13.7M	+$2.7M	2026-11-02
LPL Financial LLC	DECREASED	141,754	174,941	-33,187	-19%	$8.2M	$7.7M	-$500.5K	2026-11-06
Fisher Asset Management, LLC	DECREASED	85,245	86,158	-913	-1%	$4.0M	$4.6M	+$591.5K	2026-11-06
Dimensional Fund Advisors LP	INCREASED	84,477	75,062	+9,415	+13%	$3.5M	$4.6M	+$1.1M	2026-11-04
TD Waterhouse Canada Inc.	NEW	77,732	—	+77,732	—	—	$4.2M	—	2026-10-16
US Bancorp \de\	DECREASED	71,327	88,375	-17,048	-19%	$4.1M	$3.9M	-$268.2K	2026-11-05
Kornitzer Capital Management Inc	INCREASED	65,987	22,810	+43,177	+189%	$1.1M	$3.6M	+$2.5M	2026-11-03
Crossmark Global Holdings, Inc.	DECREASED	65,131	68,343	-3,212	-5%	$3.2M	$3.5M	+$334.1K	2026-10-21
Bank of New York Mellon Corp	INCREASED	63,164	59,864	+3,300	+6%	$2.8M	$3.4M	+$624.6K	2026-11-05
LFG Wealth Partners, LLC	DECREASED	63,007	67,040	-4,033	-6%	$3.1M	$3.4M	+$279.8K	2026-10-28
Russell Investments Group, Ltd.	INCREASED	62,865	40,512	+22,353	+55%	$1.9M	$3.4M	+$1.5M	2026-11-06
Ritholtz Wealth Management	INCREASED	57,848	51,301	+6,547	+13%	$2.4M	$3.1M	+$737.2K	2026-11-05
Citigroup Inc	DECREASED	43,261	44,545	-1,284	-3%	$2.1M	$2.3M	+$261.7K	2026-11-04
Diversify Wealth Management, LLC	INCREASED	42,098	37,066	+5,032	+14%	$1.9M	$2.4M	+$541.5K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	42,098	37,066	+5,032	+14%	$1.9M	$2.4M	+$541.5K	2026-10-20
Barclays PLC	INCREASED	38,855	29,057	+9,798	+34%	$1.4M	$2.1M	+$748.2K	2026-11-06
Hennion & Walsh Asset Management, Inc.	INCREASED	34,424	16,001	+18,423	+115%	$749.8K	$1.9M	+$1.1M	2026-10-13
LSV Asset Management	DECREASED	34,176	35,900	-1,724	-5%	$1.7M	$1.9M	+$174.0K	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	33,676	33,990	-314	-1%	$1.6M	$1.8M	+$235.8K	2026-11-06
Vise Technologies, Inc.	INCREASED	32,540	24,066	+8,474	+35%	$1.1M	$1.8M	+$639.2K	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	32,475	34,015	-1,540	-5%	$1.6M	$1.8M	+$169.0K	2026-11-02
Signaturefd, LLC	INCREASED	30,960	29,277	+1,683	+6%	$1.4M	$1.7M	+$309.2K	2026-10-23
Evergreen Capital Management LLC	INCREASED	29,461	26,125	+3,336	+13%	$1.2M	$1.6M	+$391.1K	2026-10-23
Summit Global Investments	INCREASED	27,626	26,239	+1,387	+5%	$1.2M	$1.5M	+$270.0K	2026-10-28
Savant Capital, LLC	INCREASED	27,521	19,660	+7,861	+40%	$922.2K	$1.5M	+$572.2K	2026-11-06
Imc-Chicago, LLC	INCREASED	26,792	19,712	+7,080	+36%	$923.7K	$1.5M	+$531.1K	2026-11-05
Quadrant Capital Group LLC	DECREASED	23,852	23,891	-39	0%	$1.1M	$1.4M	+$250.8K	2026-10-20
Redhawk Wealth Advisors, Inc.	DECREASED	20,555	20,883	-328	-2%	$978.6K	$1.1M	+$137.5K	2026-10-14
Purkiss Capital Advisors LLC	UNCHANGED	19,217	19,217	0	0%	$900.5K	$1.0M	+$143.0K	2026-11-06
Compound Planning, Inc.	INCREASED	18,606	12,466	+6,140	+49%	$584.2K	$1.0M	+$426.1K	2026-11-05
Blue Capital, Inc.	DECREASED	18,436	33,505	-15,069	-45%	$1.6M	$1.0M	-$569.0K	2026-10-13
Viewpoint Investment Partners Corp	INCREASED	17,900	12,700	+5,200	+41%	$595.1K	$972.0K	+$376.8K	2026-10-26
Kathmere Capital Management, LLC	INCREASED	16,965	16,792	+173	+1%	$786.9K	$921.2K	+$134.3K	2026-10-20
Aaron Wealth Advisors LLC	INCREASED	16,594	16,559	+35	+0%	$776.0K	$901.1K	+$125.1K	2026-10-13
LVW Advisors, LLC	INCREASED	15,866	14,942	+924	+6%	$700.2K	$861.5K	+$161.3K	2026-10-19
Provenance Wealth Advisors, LLC	NEW	15,097	—	+15,097	—	—	$819.8K	—	2026-10-30
Park Avenue Securities LLC	DECREASED	14,554	15,061	-507	-3%	$706.0K	$790.0K	+$84.0K	2026-10-26
Allspring Global Investments Holdings, LLC	INCREASED	13,711	13,687	+24	+0%	$636.4K	$751.5K	+$115.1K	2026-11-04
Choreo, LLC	INCREASED	12,638	11,950	+688	+6%	$560.0K	$693.7K	+$133.7K	2026-10-28
Versant Capital Management, Inc	DECREASED	12,346	13,534	-1,188	-9%	$634.2K	$670.4K	+$36.2K	2026-10-02
Greenleaf Trust	DECREASED	11,522	12,692	-1,170	-9%	$594.7K	$625.6K	+$30.9K	2026-10-29
Truist Financial Corp	DECREASED	11,508	11,681	-173	-1%	$547.4K	$624.9K	+$77.5K	2026-10-30
Assetmark, Inc	DECREASED	10,789	14,312	-3,523	-25%	$670.6K	$585.8K	-$84.8K	2026-10-21
Parallel Advisors, LLC	INCREASED	10,690	10,558	+132	+1%	$494.8K	$580.5K	+$85.7K	2026-11-03
Nations Financial Group Inc,	INCREASED	10,617	10,105	+512	+5%	$473.5K	$576.5K	+$103.0K	2026-11-05
Gamma Investing LLC	INCREASED	10,495	9,563	+932	+10%	$448.1K	$569.9K	+$121.8K	2026-10-08
Farther Finance Advisors, LLC	DECREASED	10,166	14,340	-4,174	-29%	$671.8K	$552.0K	-$119.8K	2026-10-08
Fractal Investments LLC	UNCHANGED	9,186	9,186	0	0%	$430.5K	$498.8K	+$68.3K	2026-10-28
Blue Trust, Inc.	DECREASED	9,075	10,662	-1,587	-15%	$499.6K	$492.8K	-$6.8K	2026-10-15
Keybank National Association	INCREASED	8,996	8,948	+48	+1%	$419.3K	$488.5K	+$69.2K	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	8,949	9,020	-71	-1%	$430.4K	$497.7K	+$67.3K	2026-10-13
Davenport & Co LLC	INCREASED	8,923	8,049	+874	+11%	$377.2K	$484.5K	+$107.3K	2026-10-14
Burns Matteson Capital Management, LLC	DECREASED	8,564	8,617	-53	-1%	$403.8K	$465.0K	+$61.2K	2026-10-16
Oakmont Investment Advisors, Inc.	UNCHANGED	8,400	8,400	0	0%	$393.6K	$456.1K	+$62.5K	2026-10-21
Atria Investments, Inc	INCREASED	8,168	7,583	+585	+8%	$355.3K	$443.5K	+$88.2K	2026-10-15
MGO One Seven LLC	INCREASED	8,145	7,686	+459	+6%	$360.1K	$442.2K	+$82.1K	2026-10-28
Inspire Investing, LLC	INCREASED	7,723	5,945	+1,778	+30%	$278.6K	$419.4K	+$140.8K	2026-10-22
Gallacher Capital Management LLC	DECREASED	7,286	9,199	-1,913	-21%	$431.1K	$395.6K	-$35.4K	2026-10-30
First Command Advisory Services, Inc.	INCREASED	7,242	3,648	+3,594	+99%	$170.9K	$397.4K	+$226.5K	2026-11-05
Abel Hall, LLC	DECREASED	7,238	7,315	-77	-1%	$342.8K	$393.0K	+$50.2K	2026-10-19
StoneX Group Inc.	NEW	6,632	—	+6,632	—	—	$363.8K	—	2026-11-03
PDS Planning, Inc	INCREASED	6,613	6,408	+205	+3%	$300.3K	$359.1K	+$58.8K	2026-11-03
Congress Park Capital LLC	UNCHANGED	6,600	6,600	0	0%	$309.3K	$358.4K	+$49.1K	2026-10-13
Moody National Bank Trust Division	INCREASED	6,540	6,366	+174	+3%	$298.3K	$355.1K	+$56.8K	2026-10-06
HB Wealth Management, LLC	INCREASED	6,196	6,193	+3	+0%	$290.2K	$336.4K	+$46.2K	2026-10-23
Plan A Wealth LLC	INCREASED	5,992	4,501	+1,491	+33%	$210.9K	$325.4K	+$114.4K	2026-10-08
Ethic Inc.	INCREASED	5,968	5,865	+103	+2%	$274.8K	$324.1K	+$49.2K	2026-11-03
Merit Financial Group, LLC	INCREASED	5,934	5,834	+100	+2%	$273.4K	$322.2K	+$48.8K	2026-11-06
Trek Financial, LLC	INCREASED	5,860	5,536	+324	+6%	$259.4K	$318.2K	+$58.8K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	5,847	5,382	+465	+9%	$252.2K	$317.5K	+$65.3K	2026-11-02
Carnegie Investment Counsel	DECREASED	5,813	6,445	-632	-10%	$302.0K	$315.6K	+$13.6K	2026-10-20
Larry Mathis Financial Planning, LLC	DECREASED	5,616	6,087	-471	-8%	$285.2K	$304.9K	+$19.7K	2026-10-26
Ascent Group, LLC	DECREASED	5,582	6,138	-556	-9%	$287.6K	$303.1K	+$15.5K	2026-10-30
Flynn Zito Capital Management, LLC	INCREASED	5,504	5,005	+499	+10%	$234.5K	$298.8K	+$64.3K	2026-11-04
Commonwealth Equity Services, LLC	INCREASED	5,447	5,197	+250	+5%	$243.5K	$295.7K	+$52.2K	2026-11-02
SmartHarvest Portfolios, LLC	DECREASED	5,408	5,923	-515	-9%	$277.6K	$293.7K	+$16.1K	2026-10-26
MBA Advisors LLC	UNCHANGED	5,000	5,000	0	0%	$234.3K	$271.5K	+$37.2K	2026-10-29
Concurrent Investment Advisors, LLC	DECREASED	4,979	5,306	-327	-6%	$248.7K	$270.4K	+$21.7K	2026-10-16
Personal CFO Solutions, LLC	DECREASED	4,938	5,363	-425	-8%	$251.3K	$271.1K	+$19.8K	2026-11-06
Rose Capital Advisors LLC	NEW	4,842	—	+4,842	—	—	$262.9K	—	2026-11-04
Elevation Point Wealth Partners, LLC	DECREASED	4,791	18,259	-13,468	-74%	$855.6K	$263.0K	-$592.6K	2026-11-05
Traveka Wealth, LLC	INCREASED	4,695	4,485	+210	+5%	$210.2K	$254.9K	+$44.8K	2026-10-19
Seven Mile Advisory	INCREASED	4,695	4,609	+86	+2%	$216.0K	$254.9K	+$39.0K	2026-10-22
Yousif Capital Management, LLC	UNCHANGED	4,688	4,688	0	0%	$219.7K	$254.6K	+$34.9K	2026-10-22
Sovran Advisors, LLC	INCREASED	4,624	4,053	+571	+14%	$203.6K	$278.3K	+$74.7K	2026-11-02
Sagespring Wealth Partners, LLC	DECREASED	4,504	4,692	-188	-4%	$219.9K	$244.6K	+$24.7K	2026-10-22
Resonant Capital Advisors, LLC	INCREASED	4,485	4,316	+169	+4%	$202.2K	$246.3K	+$44.0K	2026-10-15
EverSource Wealth Advisors, LLC	DECREASED	4,400	5,098	-698	-14%	$238.9K	$238.9K	+$24	2026-11-04
Trust Point Inc.	NEW	4,371	—	+4,371	—	—	$237.3K	—	2026-10-27
Xponance LLC	NEW	4,090	—	+4,090	—	—	$222.1K	—	2026-11-03
Crestwood Advisors Group, LLC	NEW	4,049	—	+4,049	—	—	$219.9K	—	2026-10-27
Visionary Wealth Advisors	NEW	4,000	—	+4,000	—	—	$217.2K	—	2026-11-04
Clearstead Advisors, LLC	INCREASED	3,953	1,873	+2,080	+111%	$87.8K	$214.6K	+$126.8K	2026-11-06
Manske Wealth Management	NEW	3,950	—	+3,950	—	—	$214.5K	—	2026-10-26
May Hill Capital, LLC	NEW	3,904	—	+3,904	—	—	$212.0K	—	2026-11-03
Prospera Financial Services Inc	DECREASED	3,842	46,961	-43,119	-92%	$2.2M	$233.6K	-$2.0M	2026-11-04
B.A. Schrock Wealth Management, Inc.	NEW	3,790	—	+3,790	—	—	$206.1K	—	2026-10-15
Sage Rhino Capital LLC	NEW	3,738	—	+3,738	—	—	$203.0K	—	2026-10-28
TD Private Client Wealth LLC	DECREASED	3,289	4,337	-1,048	-24%	$203.2K	$178.6K	-$24.6K	2026-10-28
Allworth Financial LP	INCREASED	2,962	1,651	+1,311	+79%	$77.4K	$138.8K	+$61.4K	2026-11-06
Cromwell Holdings LLC	UNCHANGED	2,795	2,795	0	0%	$131.0K	$153.5K	+$22.5K	2026-10-28
Hilltop National Bank	UNCHANGED	2,785	2,785	0	0%	$130.5K	$151.2K	+$20.7K	2026-10-14
Nfsg Corp	INCREASED	1,910	294	+1,616	+550%	$13.8K	$103.7K	+$89.9K	2026-10-15
Rosenberg Matthew Hamilton	UNCHANGED	1,871	1,871	0	0%	$87.7K	$101.6K	+$13.9K	2026-10-05
Larson Financial Group LLC	INCREASED	1,821	1,808	+13	+1%	$84.7K	$98.9K	+$14.2K	2026-11-05
Nisa Investment Advisors, LLC	INCREASED	1,771	1,770	+1	+0%	$82.9K	$97.3K	+$14.3K	2026-10-20
Summit Securities Group LLC	NEW	1,596	—	+1,596	—	—	$86.7K	—	2026-11-05
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,571	1,638	-67	-4%	$76.8K	$85.3K	+$8.5K	2026-10-27
Cassaday & Co Wealth Management LLC	UNCHANGED	1,500	1,500	0	0%	$70.3K	$81.5K	+$11.2K	2026-10-27
CoreCap Advisors, LLC	INCREASED	1,417	17	+1,400	+8235%	$797	$76.9K	+$76.1K	2026-10-08
Owl Creek Wealth Partners LLC	INCREASED	1,325	1,301	+24	+2%	$61.0K	$71.9K	+$11.0K	2026-10-20
Manchester Capital Management LLC	UNCHANGED	1,206	1,206	0	0%	$56.5K	$65.5K	+$9.0K	2026-10-22
Silver Grove Financial Group, Inc.	DECREASED	836	854	-18	-2%	$40.0K	$45.4K	+$5.4K	2026-11-05
Fifth Third Bancorp	INCREASED	763	572	+191	+33%	$26.8K	$41.4K	+$14.6K	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	707	707	0	0%	$32.2K	$38.4K	+$6.2K	2026-10-29
Golden State Wealth Management, LLC	UNCHANGED	617	617	0	0%	$28.9K	$33.5K	+$4.6K	2026-11-02
Addison Advisors LLC	INCREASED	614	585	+29	+5%	$27.4K	$33.3K	+$5.9K	2026-11-06
Parkside Financial Bank & Trust	INCREASED	554	544	+10	+2%	$25.5K	$30.1K	+$4.6K	2026-10-27
James T. Borello RIA	DECREASED	513	641	-128	-20%	$30.0K	$27.9K	-$2.2K	2026-10-16
Ares Financial Consulting, LLC	UNCHANGED	477	477	0	0%	$22.4K	$25.9K	+$3.5K	2026-10-19
Barrett & Company, Inc.	INCREASED	475	325	+150	+46%	$15.2K	$25.8K	+$10.6K	2026-10-22
IFP Advisors, Inc	DECREASED	458	659	-201	-30%	$30.9K	$24.9K	-$6.0K	2026-10-16
True Wealth Design, LLC	INCREASED	450	440	+10	+2%	$20.6K	$24.4K	+$3.8K	2026-10-13
Bare Financial Services, Inc	INCREASED	445	391	+54	+14%	$18.3K	$24.2K	+$5.8K	2026-11-04
JFS Wealth Advisors, LLC	DECREASED	401	494	-93	-19%	$23.1K	$21.8K	-$1.3K	2026-11-03
Root Financial Partners, LLC	NEW	338	—	+338	—	—	$18.4K	—	2026-10-21
Pinnacle Bancorp, Inc.	UNCHANGED	319	319	0	0%	$14.9K	$17.3K	+$2.4K	2026-10-21
Cullen T Bankers, Inc.	INCREASED	290	47	+243	+517%	$2.2K	$15.7K	+$13.5K	2026-10-28
Private Trust Co NA	DECREASED	288	681	-393	-58%	$31.9K	$15.6K	-$16.3K	2026-10-20
Boyd Watterson Asset Management LLC	UNCHANGED	258	258	0	0%	$12.1K	$14.0K	+$1.9K	2026-11-06
Financial Consulate, Inc	INCREASED	234	218	+16	+7%	$10.2K	$12.7K	+$2.5K	2026-10-23
Triumph Capital Management	UNCHANGED	228	228	0	0%	$10.7K	$12.4K	+$1.7K	2026-10-14
Bell Investment Advisors, Inc	NEW	225	—	+225	—	—	$12.2K	—	2026-10-29
Mondrian Investment Partners LTD	DECREASED	225	308	-83	-27%	$14.5K	$13.2K	-$1.2K	2026-10-23
Mather Group, Llc.	UNCHANGED	216	216	0	0%	$10.1K	$11.7K	+$1.6K	2026-10-14
Physician Wealth Advisors, Inc.	INCREASED	199	100	+99	+99%	$4.7K	$10.8K	+$6.1K	2026-10-20
Signature Equity Partners, LLC	INCREASED	197	146	+51	+35%	$6.8K	$10.7K	+$3.9K	2026-10-29
Proathlete Wealth Management LLC	NEW	186	—	+186	—	—	$10.1K	—	2026-10-15
Ascentis Wealth Management, LLC	INCREASED	174	95	+79	+83%	$4.5K	$9.4K	+$5.0K	2026-11-03
West Financial Advisors, LLC	NEW	171	—	+171	—	—	$9.3K	—	2026-10-22
Retirement Wealth Solutions LLC	DECREASED	154	155	-1	-1%	$7.3K	$8.4K	+$1.1K	2026-10-07
Cape Investment Advisory, Inc.	DECREASED	150	300	-150	-50%	$14.1K	$8.1K	-$5.9K	2026-10-13
Essential Partners LLC	UNCHANGED	119	119	0	0%	$5.6K	$6.5K	+$886	2026-10-14
Elyxium Wealth, LLC	NEW	116	—	+116	—	—	$6.3K	—	2026-10-27
UMB Bank, n.a.	UNCHANGED	111	111	0	0%	$5.2K	$6.0K	+$826	2026-11-06
Toth Financial Advisory Corp	UNCHANGED	110	110	0	0%	$5.2K	$6.0K	+$818	2026-10-08
Zions Bancorporation, National Association	DECREASED	106	109	-3	-3%	$5.1K	$5.8K	+$648	2026-11-06
SJS Investment Consulting Inc.	UNCHANGED	83	83	0	0%	$3.9K	$4.5K	+$617	2026-10-26
Arlington Trust Co LLC	UNCHANGED	79	79	0	0%	$3.7K	$4.3K	+$588	2026-10-20
Creative Capital Management Investments LLC	UNCHANGED	75	75	0	0%	$3.5K	$4.1K	+$558	2026-10-28
Gleason Group, Inc.	UNCHANGED	74	74	0	0%	$3.5K	$4.0K	+$550	2026-10-15
MV Capital Management, Inc.	UNCHANGED	69	69	0	0%	$3.2K	$3.7K	+$513	2026-10-29
Highline Wealth Partners LLC	INCREASED	68	7	+61	+871%	$328	$3.7K	+$3.4K	2026-10-19
UMB Private Wealth Management, LLC	NEW	60	—	+60	—	—	$3.3K	—	2026-10-19
Key Capital Management, Inc	NEW	58	—	+58	—	—	$3.1K	—	2026-11-03
American Capital Advisory, LLC	INCREASED	51	26	+25	+96%	$1.2K	$2.8K	+$1.6K	2026-10-28
Acumen Wealth Advisors, LLC	NEW	46	—	+46	—	—	$2.5K	—	2026-11-05
Armstrong Advisory Group, Inc	UNCHANGED	43	43	0	0%	$2.0K	$2.3K	+$320	2026-10-09
Fairway Wealth LLC	NEW	40	—	+40	—	—	$2.2K	—	2026-10-30
Albion Financial Group	NEW	38	—	+38	—	—	$2.0K	—	2026-10-21
Planning Strategies Inc.	NEW	37	—	+37	—	—	$2.0K	—	2026-10-02
Security National Bank	UNCHANGED	34	34	0	0%	$1.6K	$1.8K	+$253	2026-10-26
Burk Holdings LLC	UNCHANGED	33	33	0	0%	$1.5K	$1.8K	+$246	2026-11-05
Downshift Financial, LLC	UNCHANGED	32	32	0	0%	$1.5K	$1.7K	+$238	2026-10-13
Rossby Financial, LCC	UNCHANGED	32	32	0	0%	$1.5K	$1.7K	+$238	2026-11-05
Buck Wealth Strategies, LLC	UNCHANGED	30	30	0	0%	$1.4K	$1.6K	+$223	2026-10-28
Roxbury Financial LLC	UNCHANGED	30	30	0	0%	$1.4K	$1.6K	+$223	2026-10-01
Financial Network Wealth Advisors LLC	UNCHANGED	29	29	0	0%	$1.4K	$1.6K	+$216	2026-10-28
Meriwether Wealth & Planning, LLC	NEW	26	—	+26	—	—	$1.4K	—	2026-10-13
Nvest Wealth Strategies, Inc.	INCREASED	26	13	+13	+100%	$610	$1.4K	+$802	2026-10-14
Central Trust Co	UNCHANGED	22	22	0	0%	$1.0K	$1.2K	+$164	2026-11-05
Elevated Capital Advisors, LLC	UNCHANGED	18	18	0	0%	$843	$977	+$134	2026-11-04
Clark Wealth Partners	NEW	17	—	+17	—	—	$934	—	2026-10-19
North Star Investment Management Corp.	UNCHANGED	14	14	0	0%	$656	$760	+$104	2026-10-27
Monetary Solutions, Ltd	INCREASED	13	8	+5	+63%	$375	$706	+$331	2026-10-22
Trust Co	UNCHANGED	9	9	0	0%	$422	$489	+$67	2026-10-09
Godsey & Gibb, Inc	NEW	6	—	+6	—	—	$326	—	2026-10-14
Abound Wealth Management	DECREASED	6	12	-6	-50%	$563	$326	-$237	2026-10-26
Gilpin Wealth Management, LLC	NEW	5	—	+5	—	—	$272	—	2026-10-09
Wilmington Savings Fund Society, FSB	NEW	5	—	+5	—	—	$272	—	2026-10-23
Compass Financial Management LLC	UNCHANGED	5	5	0	0%	$267	$272	+$5	2026-10-30
Grove Bank & Trust	UNCHANGED	5	5	0	0%	$234	$272	+$38	2026-10-08
StrongBox Wealth, LLC	NEW	4	—	+4	—	—	$217	—	2026-11-02
Decker Retirement Planning Inc.	UNCHANGED	3	3	0	0%	$123	$142	+$19	2026-10-19
Beacon Capital Management, Inc.	UNCHANGED	1	1	0	0%	$41	$48	+$7	2026-10-13
ABC Arbitrage SA	CLOSED	0	58,156	-58,156	-100%	$2.7M	$0	-$2.7M	2026-10-23
Integrity Alliance, Llc.	CLOSED	0	22,979	-22,979	-100%	$1.1M	$0	-$1.1M	2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust	CLOSED	0	19,362	-19,362	-100%	$907.3K	$0	-$907.3K	2026-10-13
Ativo Capital Management LLC	CLOSED	0	12,212	-12,212	-100%	$572.3K	$0	-$572.3K	2026-10-27
Canal Insurance Co	CLOSED	0	10,000	-10,000	-100%	$469.0K	$0	-$469.0K	2026-10-20
World Equity Group, Inc.	CLOSED	0	9,400	-9,400	-100%	$440.5K	$0	-$440.5K	2026-10-14
Cambiar Investors LLC	CLOSED	0	5,543	-5,543	-100%	$259.7K	$0	-$259.7K	2026-11-04
Carrera Capital Advisors	CLOSED	0	4,886	-4,886	-100%	$229.0K	$0	-$229.0K	2026-11-03
Eddie Patel Inc	CLOSED	0	4,370	-4,370	-100%	$204.8K	$0	-$204.8K	2026-11-02
Solstein Capital, LLC	CLOSED	0	483	-483	-100%	$22.6K	$0	-$22.6K	2026-11-02
Cornerstone Planning Group LLC	CLOSED	0	168	-168	-100%	$8.6K	$0	-$8.6K	2026-10-16
Salem Investment Counselors Inc	CLOSED	0	155	-155	-100%	$7.3K	$0	-$7.3K	2026-10-13
Elevation Wealth Partners, LLC	CLOSED	0	131	-131	-100%	$6.1K	$0	-$6.1K	2026-10-07
Stone House Investment Management, LLC	CLOSED	0	128	-128	-100%	$6.0K	$0	-$6.0K	2026-10-23
Nemes Rush Group LLC	CLOSED	0	70	-70	-100%	$3.3K	$0	-$3.3K	2026-11-04
Creative Financial Designs Inc	CLOSED	0	46	-46	-100%	$2.2K	$0	-$2.2K	2026-11-04
Deutsche Bank Ag\	CLOSED	0	31	-31	-100%	$1.5K	$0	-$1.5K	2026-11-06
Flagship Wealth Advisors, LLC	CLOSED	0	29	-29	-100%	$1.4K	$0	-$1.4K	2026-11-03
Plante Moran Financial Advisors, LLC	CLOSED	0	10	-10	-100%	$469	$0	-$469	2026-11-04
Halbert Hargrove Global Advisors, LLC	CLOSED	0	8	-8	-100%	$387	$0	-$387	2026-10-16
Morgan Stanley	N/A	—	2,967,045	-2,967,045	-100%	$139.0M	—	—	—
Natixis Advisors, LLC	N/A	—	2,542,784	-2,542,784	-100%	$119.2M	—	—	—
Jones Financial Companies Lllp	N/A	—	2,486,735	-2,486,735	-100%	$114.6M	—	—	—
BlackRock, Inc.	N/A	—	1,296,209	-1,296,209	-100%	$60.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,272,351	-1,272,351	-100%	$59.6M	—	—	—
American Century Companies Inc	N/A	—	1,145,618	-1,145,618	-100%	$53.7M	—	—	—
Northern Trust Corp	N/A	—	915,717	-915,717	-100%	$42.9M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	865,727	-865,727	-100%	$40.6M	—	—	—
FMR LLC	N/A	—	711,304	-711,304	-100%	$33.3M	—	—	—
Massachusetts Financial Services Co	N/A	—	595,670	-595,670	-100%	$27.9M	—	—	—
GQG Partners LLC	N/A	—	590,882	-590,882	-100%	$27.7M	—	—	—
Millennium Management LLC	N/A	—	537,396	-537,396	-100%	$25.2M	—	—	—
Bank of America Corp	N/A	—	497,255	-497,255	-100%	$23.3M	—	—	—
Invesco Ltd.	N/A	—	479,416	-479,416	-100%	$22.5M	—	—	—
Quantinno Capital Management LP	N/A	—	473,615	-473,615	-100%	$22.2M	—	—	—
Capital Wealth Planning, LLC	N/A	—	459,273	-459,273	-100%	$21.5M	—	—	—
Raymond James Financial Inc	N/A	—	428,889	-428,889	-100%	$20.1M	—	—	—
UBS Group AG	N/A	—	371,463	-371,463	-100%	$17.4M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	251,459	-251,459	-100%	$11.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	208,780	-208,780	-100%	$9.8M	—	—	—
Wells Fargo & Company	N/A	—	201,728	-201,728	-100%	$9.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	191,223	-191,223	-100%	$9.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	166,479	-166,479	-100%	$7.8M	—	—	—
HRT Financial LP	N/A	—	159,124	-159,124	-100%	$7.5M	—	—	—
JPMorgan Chase & Co	N/A	—	152,427	-152,427	-100%	$7.1M	—	—	—
CI Investments Inc.	N/A	—	148,240	-148,240	-100%	$6.9M	—	—	—
QRG Capital Management, Inc.	N/A	—	144,171	-144,171	-100%	$6.8M	—	—	—
1832 Asset Management L.P.	N/A	—	141,500	-141,500	-100%	$6.6M	—	—	—
Old Mission Capital LLC	N/A	—	141,467	-141,467	-100%	$6.6M	—	—	—
AQR Capital Management LLC	N/A	—	135,896	-135,896	-100%	$6.4M	—	—	—
Gabelli Funds LLC	N/A	—	130,000	-130,000	-100%	$6.1M	—	—	—
CIBC World Market Inc.	N/A	—	125,904	-125,904	-100%	$5.9M	—	—	—
Qube Research & Technologies Ltd	N/A	—	121,941	-121,941	-100%	$5.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	110,738	-110,738	-100%	$5.2M	—	—	—
Mariner, LLC	N/A	—	105,235	-105,235	-100%	$4.9M	—	—	—
Point72 Asset Management, L.P.	N/A	—	89,386	-89,386	-100%	$4.2M	—	—	—
Manning & Napier Advisors LLC	N/A	—	84,439	-84,439	-100%	$4.0M	—	—	—
RD Lewis Holdings, Inc.	N/A	—	75,797	-75,797	-100%	$4.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	74,840	-74,840	-100%	$3.5M	—	—	—
Nuveen, LLC	N/A	—	74,405	-74,405	-100%	$3.5M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	67,029	-67,029	-100%	$3.1M	—	—	—
Callan Family Office, LLC	N/A	—	66,783	-66,783	-100%	$3.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	66,321	-66,321	-100%	$3.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	65,529	-65,529	-100%	$3.1M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	57,153	-57,153	-100%	$2.7M	—	—	—
Advisors Asset Management, Inc.	N/A	—	49,094	-49,094	-100%	$2.3M	—	—	—
Harvest Portfolios Group Inc.	N/A	—	42,931	-42,931	-100%	$2.0M	—	—	—
Vident Advisory, LLC	N/A	—	40,996	-40,996	-100%	$1.9M	—	—	—
State Street Corp	N/A	—	39,570	-39,570	-100%	$1.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	36,732	-36,732	-100%	$1.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	36,524	-36,524	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	36,491	-36,491	-100%	$1.7M	—	—	—
Cerity Partners LLC	N/A	—	36,131	-36,131	-100%	$1.7M	—	—	—
Bleakley Financial Group, LLC	N/A	—	35,524	-35,524	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	34,764	-34,764	-100%	$1.6M	—	—	—
Ameriprise Financial Inc	N/A	—	34,308	-34,308	-100%	$1.6M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	34,288	-34,288	-100%	$1.6M	—	—	—
Van Eck Associates Corp	N/A	—	32,489	-32,489	-100%	$1.5M	—	—	—
Caprock Group, LLC	N/A	—	32,333	-32,333	-100%	$1.5M	—	—	—
Stifel Financial Corp	N/A	—	32,284	-32,284	-100%	$1.5M	—	—	—
Employees Retirement System of Texas	N/A	—	31,258	-31,258	-100%	$1.5M	—	—	—
Dorsey Wright & Associates	N/A	—	30,463	-30,463	-100%	$1.4M	—	—	—
First Trust Advisors LP	N/A	—	30,200	-30,200	-100%	$1.4M	—	—	—
Hantz Financial Services, Inc.	N/A	—	29,097	-29,097	-100%	$1.4M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	28,667	-28,667	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	28,403	-28,403	-100%	$1.3M	—	—	—
Guggenheim Capital LLC	N/A	—	27,038	-27,038	-100%	$1.3M	—	—	—
Focus Partners Wealth	N/A	—	26,748	-26,748	-100%	$1.3M	—	—	—
IEQ Capital, LLC	N/A	—	26,085	-26,085	-100%	$1.2M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	24,859	-24,859	-100%	$1.2M	—	—	—
Tidal Investments LLC	N/A	—	23,826	-23,826	-100%	$1.1M	—	—	—
HighTower Advisors, LLC	N/A	—	23,777	-23,777	-100%	$1.1M	—	—	—
Dynasty Wealth Management, LLC	N/A	—	23,541	-23,541	-100%	$1.1M	—	—	—
Optiver Holding B.V.	N/A	—	23,058	-23,058	-100%	$1.1M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	22,766	-22,766	-100%	$1.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	22,614	-22,614	-100%	$1.1M	—	—	—
Arax Advisory Partners	N/A	—	21,081	-21,081	-100%	$987.9K	—	—	—
DV Equities, LLC	N/A	—	20,495	-20,495	-100%	$960.4K	—	—	—
AdvisorShares Investments LLC	N/A	—	17,998	-17,998	-100%	$843.4K	—	—	—
Rhumbline Advisers	N/A	—	17,762	-17,762	-100%	$832.3K	—	—	—
GTS Securities LLC	N/A	—	17,321	-17,321	-100%	$811.7K	—	—	—
&partners	N/A	—	16,851	-16,851	-100%	$787.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	16,401	-16,401	-100%	$768.6K	—	—	—
Syon Capital LLC	N/A	—	14,622	-14,622	-100%	$685.2K	—	—	—
Royal Bank of Canada	N/A	—	13,507	-13,507	-100%	$634.0K	—	—	—
Rehmann Capital Advisory Group	N/A	—	13,215	-13,215	-100%	$619.3K	—	—	—
Glenmede Trust Co NA	N/A	—	12,676	-12,676	-100%	$594.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,485	-12,485	-100%	$585.0K	—	—	—
New Vernon Capital Holdings II LLC	N/A	—	12,197	-12,197	-100%	$571.6K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	12,109	-12,109	-100%	$567.4K	—	—	—
SEI Investments Co	N/A	—	11,872	-11,872	-100%	$556.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,776	-11,776	-100%	$551.8K	—	—	—
Inspire Advisors, LLC	N/A	—	11,247	-11,247	-100%	$525.2K	—	—	—
Checchi Capital Advisers, LLC	N/A	—	11,145	-11,145	-100%	$522.3K	—	—	—
Flatrock Wealth Partners LLC	N/A	—	10,876	-10,876	-100%	$509.6K	—	—	—
XY Capital Ltd	N/A	—	10,648	-10,648	-100%	$499.0K	—	—	—
OneAscent Investment Solutions LLC	N/A	—	9,872	-9,872	-100%	$462.6K	—	—	—
Ballentine Partners, LLC	N/A	—	9,321	-9,321	-100%	$436.8K	—	—	—
Virtu Financial LLC	N/A	—	8,941	-8,941	-100%	$419.0K	—	—	—
Qtron Investments LLC	N/A	—	8,924	-8,924	-100%	$418.2K	—	—	—
M&T Bank Corp	N/A	—	8,731	-8,731	-100%	$409.1K	—	—	—
Summit Trail Advisors, LLC	N/A	—	8,608	-8,608	-100%	$403.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	8,321	-8,321	-100%	$389.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	8,175	-8,175	-100%	$383.1K	—	—	—
Venturi Wealth Management, LLC	N/A	—	8,073	-8,073	-100%	$378.3K	—	—	—
Elequin Capital, LP	N/A	—	8,052	-8,052	-100%	$377.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7,829	-7,829	-100%	$366.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	7,742	-7,742	-100%	$360.8K	—	—	—
Jane Street Group, LLC	N/A	—	7,494	-7,494	-100%	$351.2K	—	—	—
Franklin Resources Inc	N/A	—	7,112	-7,112	-100%	$333.3K	—	—	—
Coldstream Capital Management Inc	N/A	—	6,977	-6,977	-100%	$326.9K	—	—	—
Independent Advisor Alliance	N/A	—	6,922	-6,922	-100%	$324.4K	—	—	—
Bank of Montreal	N/A	—	6,755	-6,755	-100%	$316.5K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	6,245	-6,245	-100%	$292.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	6,244	-6,244	-100%	$292.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	6,013	-6,013	-100%	$281.8K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	5,873	-5,873	-100%	$275.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,860	-5,860	-100%	$274.6K	—	—	—
Drive Wealth Management, LLC	N/A	—	5,833	-5,833	-100%	$273.3K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	5,320	-5,320	-100%	$249.3K	—	—	—
Advisors Preferred, LLC	N/A	—	5,097	-5,097	-100%	$238.9K	—	—	—
Frec Markets, Inc.	N/A	—	5,072	-5,072	-100%	$237.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	4,911	-4,911	-100%	$230.1K	—	—	—
National Bank of Canada	N/A	—	4,898	-4,898	-100%	$229.1K	—	—	—
Captrust Financial Advisors	N/A	—	4,693	-4,693	-100%	$219.9K	—	—	—
Brandes Investment Partners, LP	N/A	—	4,660	-4,660	-100%	$218.4K	—	—	—
Bessemer Group Inc	N/A	—	3,983	-3,983	-100%	$176.0K	—	—	—
BFC Planning, Inc.	N/A	—	2,580	-2,580	-100%	$120.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2,572	-2,572	-100%	$120.5K	—	—	—
SG Americas Securities, LLC	N/A	—	2,521	-2,521	-100%	$118.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,648	-1,648	-100%	$77.2K	—	—	—
Rothschild Investment LLC	N/A	—	882	-882	-100%	$41.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	675	-675	-100%	$31.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	508	-508	-100%	$23.8K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	376	-376	-100%	$17.6K	—	—	—
Kilter Group LLC	N/A	—	333	-333	-100%	$15.6K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	291	-291	-100%	$13.6K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	247	-247	-100%	$11.6K	—	—	—
TD Capital Management LLC	N/A	—	200	-200	-100%	$9.4K	—	—	—
SHP Wealth Management	N/A	—	199	-199	-100%	$9.3K	—	—	—
Whittier Trust Co	N/A	—	183	-183	-100%	$8.5K	—	—	—
GW&K Investment Management, LLC	N/A	—	173	-173	-100%	$8	—	—	—
Ancora Advisors LLCA	N/A	—	126	-126	-100%	$5.9K	—	—	—
Benson Wealth Management Inc	N/A	—	124	-124	-100%	$5.8K	—	—	—
Huntington National Bank	N/A	—	121	-121	-100%	$5.7K	—	—	—
Dogwood Wealth Management LLC	N/A	—	120	-120	-100%	$5.6K	—	—	—
Cornerstone Financial Management LLC	N/A	—	114	-114	-100%	$5.3K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	114	-114	-100%	$5.3K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	109	-109	-100%	$5.1K	—	—	—
Smithfield Trust Co	N/A	—	104	-104	-100%	$5	—	—	—
Crewe Advisors LLC	N/A	—	90	-90	-100%	$4.2K	—	—	—
IMA Advisory Services, Inc.	N/A	—	82	-82	-100%	$3.8K	—	—	—
LRI Investments, LLC	N/A	—	75	-75	-100%	$3.5K	—	—	—
Park Place Capital Corp	N/A	—	69	-69	-100%	$3.2K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	62	-62	-100%	$2.9K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	55	-55	-100%	$2.6K	—	—	—
SouthState Bank Corp	N/A	—	53	-53	-100%	$2.5K	—	—	—
Raffa Wealth Management, LLC	N/A	—	46	-46	-100%	$2.2K	—	—	—
Allied Private Wealth LLC	N/A	—	40	-40	-100%	$1.9K	—	—	—
Motco	N/A	—	38	-38	-100%	$1.8K	—	—	—
CVA Family Office, LLC	N/A	—	37	-37	-100%	$1.7K	—	—	—
Copia Wealth Management	N/A	—	34	-34	-100%	$1.6K	—	—	—
JDM Financial Group LLC	N/A	—	30	-30	-100%	$1.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	30	-30	-100%	$1.4K	—	—	—
Harbour Investments, Inc.	N/A	—	30	-30	-100%	$1.4K	—	—	—
Aventura Private Wealth, LLC	N/A	—	28	-28	-100%	$1.3K	—	—	—
Bogart Wealth, LLC	N/A	—	25	-25	-100%	$1.2K	—	—	—
Bellevue Asset Management, LLC	N/A	—	22	-22	-100%	$1.0K	—	—	—
Horizon Investments, LLC	N/A	—	20	-20	-100%	$937	—	—	—
Marshall Investment Management, LLC	N/A	—	15	-15	-100%	$703	—	—	—
Highland Investment Advisors LLC	N/A	—	12	-12	-100%	$562	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	11	-11	-100%	$1	—	—	—
IFG Advisory, LLC	N/A	—	8	-8	-100%	$375	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1	-1	-100%	$47	—	—	—

Showing 379 of 379 institutions