Emergent Biosolutions Inc (EBS)

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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Dimensional Fund Advisors LP

DECREASED

Shares2,567,106 from 3,076,646

Change-509,540 (-17%)

Value$16.9M (-$8.8M)

Filed 2026-11-04

LSV Asset Management

INCREASED

Shares1,990,314 from 1,695,851

Change+294,463 (+17%)

Value$13.1M (-$1.1M)

Filed 2026-11-06

Geode Capital Management, LLC

DECREASED

Shares1,271,161 from 1,337,243

Change-66,082 (-5%)

Value$8.4M (-$2.8M)

Filed 2026-11-06

Prescott Group Capital Management, L.L.C.

INCREASED

Shares1,143,481 from 772,771

Change+370,710 (+48%)

Value$7.5M (+$1.1M)

Filed 2026-10-30

Russell Investments Group, Ltd.

DECREASED

Shares467,420 from 859,482

Change-392,062 (-46%)

Value$3.1M (-$4.1M)

Filed 2026-11-06

Values First Advisors, Inc.

DECREASED

Shares296,098 from 301,488

Change-5,390 (-2%)

Value$2.0M (-$572.2K)

Filed 2026-10-23

Truist Financial Corp

INCREASED

Shares230,092 from 43,671

Change+186,421 (+427%)

Value$1.5M (+$1.2M)

Filed 2026-10-30

Bank of New York Mellon Corp

DECREASED

Shares216,147 from 219,661

Change-3,514 (-2%)

Value$1.4M (-$414.2K)

Filed 2026-11-05

Wolverine Asset Management LLC

UNCHANGED

Shares174,933 from 174,933

Change0 (0%)

Value$1.2M (-$311.4K)

Filed 2026-11-02

Principal Financial Group Inc

NEW

Shares152,576

Change+152,576

Value$1.0M

Filed 2026-11-02

SummerHaven Investment Management, LLC

NEW

Shares113,605

Change+113,605

Value$749.8K

Filed 2026-10-19

Creative Planning

INCREASED

Shares109,027 from 59,847

Change+49,180 (+82%)

Value$719.6K (+$218.1K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares64,887 from 64,896

Change-9 (0%)

Value$428.3K (-$115.6K)

Filed 2026-11-06

James Investment Research, Inc.

UNCHANGED

Shares61,963 from 61,963

Change0 (0%)

Value$409.0K (-$110.3K)

Filed 2026-10-22

Assenagon Asset Management S.A.

UNCHANGED

Shares56,455 from 56,455

Change0 (0%)

Value$372.6K (-$100.5K)

Filed 2026-10-15

Deutsche Bank Ag\

DECREASED

Shares44,822 from 189,918

Change-145,096 (-76%)

Value$295.8K (-$1.3M)

Filed 2026-11-06

State of Wyoming

INCREASED

Shares37,960 from 24,273

Change+13,687 (+56%)

Value$250.5K (+$47.1K)

Filed 2026-10-28

Achmea Investment Management B.V.

NEW

Shares34,900

Change+34,900

Value$230.5K

Filed 2026-10-30

Citigroup Inc

DECREASED

Shares29,741 from 65,920

Change-36,179 (-55%)

Value$196.3K (-$356.1K)

Filed 2026-11-04

Profund Advisors LLC

INCREASED

Shares24,785 from 24,148

Change+637 (+3%)

Value$163.6K (-$38.8K)

Filed 2026-10-29

Oppenheimer Asset Management Inc.

DECREASED

Shares21,279 from 31,647

Change-10,368 (-33%)

Value$140.4K (-$124.8K)

Filed 2026-10-27

Diversified Trust Co

INCREASED

Shares20,939 from 20,719

Change+220 (+1%)

Value$138.2K (-$35.4K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares20,317 from 7,650

Change+12,667 (+166%)

Value$134.1K (+$70.0K)

Filed 2026-11-06

Stirlingshire Investments, Inc.

INCREASED

Shares17,932 from 17,702

Change+230 (+1%)

Value$118.4K (-$30.0K)

Filed 2026-11-05

Abel Hall, LLC

NEW

Shares15,141

Change+15,141

Value$99.9K

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares15,109 from 24,603

Change-9,494 (-39%)

Value$102.9K (-$95.2K)

Filed 2026-10-13

Vise Technologies, Inc.

NEW

Shares14,533

Change+14,533

Value$95.9K

Filed 2026-10-29

Herold Advisors, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$66.0K (-$18.0K)

Filed 2026-10-19

Verus Capital Partners, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$66.0K (-$17.8K)

Filed 2026-11-03

Covestor Ltd

INCREASED

Shares6,038 from 5,443

Change+595 (+11%)

Value$40.0K (-$6.0K)

Filed 2026-10-30

SBI Securities Co., Ltd.

INCREASED

Shares4,848 from 4,818

Change+30 (+1%)

Value$32.0K (-$8.4K)

Filed 2026-10-22

State of Alaska, Department of Revenue

NEW

Shares2,763

Change+2,763

Value$18

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares2,648 from 2,087

Change+561 (+27%)

Value$17.5K (-$18)

Filed 2026-10-08

Allworth Financial LP

INCREASED

Shares2,346 from 2,339

Change+7 (+0%)

Value$19.7K (+$59)

Filed 2026-11-06

US Bancorp \de\

INCREASED

Shares1,779 from 1,737

Change+42 (+2%)

Value$11.7K (-$2.8K)

Filed 2026-11-05

Markowski Investments

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$9.9K (-$2.7K)

Filed 2026-10-30

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares1,136 from 1,136

Change0 (0%)

Value$7.5K (-$2.0K)

Filed 2026-10-15

Sterling Capital Management LLC

DECREASED

Shares1,028 from 1,050

Change-22 (-2%)

Value$6.8K (-$2.0K)

Filed 2026-10-22

Fortitude Family Office, LLC

NEW

Shares993

Change+993

Value$6.6K

Filed 2026-10-14

Nisa Investment Advisors, LLC

INCREASED

Shares866 from 500

Change+366 (+73%)

Value$5.7K (+$1.5K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares783 from 989

Change-206 (-21%)

Value$5.2K (-$3.1K)

Filed 2026-11-04

Nemes Rush Group LLC

NEW

Shares700

Change+700

Value$4.6K

Filed 2026-11-04

Triumph Capital Management

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$4.6K (-$1.2K)

Filed 2026-10-14

Gamma Investing LLC

DECREASED

Shares619 from 620

Change-1 (0%)

Value$4.1K (-$1.1K)

Filed 2026-10-08

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$2.7K (-$730)

Filed 2026-10-05

Costello Asset Management, Inc

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$2.6K (-$712)

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares367 from 156

Change+211 (+135%)

Value$2.4K (+$1.1K)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares285 from 658

Change-373 (-57%)

Value$1.9K (-$3.6K)

Filed 2026-10-16

Parallel Advisors, LLC

INCREASED

Shares270 from 21

Change+249 (+1186%)

Value$1.8K (+$1.6K)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares179

Change+179

Value$1.2K

Filed 2026-10-30

Parkside Financial Bank & Trust

NEW

Shares160

Change+160

Value$1.1K

Filed 2026-10-27

Physician Wealth Advisors, Inc.

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$1.0K (-$282)

Filed 2026-10-20

Torren Management, LLC

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$904 (-$244)

Filed 2026-10-29

Essential Partners LLC

DECREASED

Shares126 from 409

Change-283 (-69%)

Value$832 (-$2.6K)

Filed 2026-10-14

True Wealth Design, LLC

DECREASED

Shares102 from 302

Change-200 (-66%)

Value$674 (-$1.9K)

Filed 2026-10-13

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$673 (-$182)

Filed 2026-11-02

Bell Investment Advisors, Inc

NEW

Shares82

Change+82

Value$542

Filed 2026-10-29

Fifth Third Bancorp

DECREASED

Shares62 from 619

Change-557 (-90%)

Value$409 (-$4.8K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares60

Change+60

Value$396

Filed 2026-10-21

Financial Consulate, Inc

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$350 (-$95)

Filed 2026-10-23

PNC Financial Services Group, Inc.

DECREASED

Shares51 from 276

Change-225 (-82%)

Value$337 (-$2.0K)

Filed 2026-11-06

Capital Advisors, Ltd. LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Contravisory Investment Management, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$66 (-$18)

Filed 2026-10-13

Strengthening Families & Communities, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$59 (-$16)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares5

Change+5

Value$33

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 165,879

Change-165,879 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-16

MacKenzie Financial Corp

CLOSED

Shares0 from 97,512

Change-97,512 (-100%)

Value$0 (-$817.2K)

Filed 2026-11-02

Baron Wealth Management LLC

CLOSED

Shares0 from 16,239

Change-16,239 (-100%)

Value$0 (-$136.1K)

Filed 2026-10-27

Bailard, Inc.

CLOSED

Shares0 from 13,600

Change-13,600 (-100%)

Value$0 (-$114.0K)

Filed 2026-10-13

Ritholtz Wealth Management

CLOSED

Shares0 from 13,197

Change-13,197 (-100%)

Value$0 (-$110.6K)

Filed 2026-11-05

Kelleher Financial Advisors

CLOSED

Shares0 from 207

Change-207 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-30

Barrett & Company, Inc.

CLOSED

Shares0 from 175

Change-175 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-22

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 145

Change-145 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-07

Clearstead Advisors, LLC

CLOSED

Shares0 from 127

Change-127 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-06

Larson Financial Group LLC

CLOSED

Shares0 from 91

Change-91 (-100%)

Value$0 (-$763)

Filed 2026-11-05

Versant Capital Management, Inc

CLOSED

Shares0 from 77

Change-77 (-100%)

Value$0 (-$645)

Filed 2026-10-02

Signaturefd, LLC

CLOSED

Shares0 from 57

Change-57 (-100%)

Value$0 (-$478)

Filed 2026-10-23

BlackRock, Inc.

N/A

Shares— from 4,716,599

Change-4,716,599 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,929,238

Change-2,929,238 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,770,448

Change-2,770,448 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,198,839

Change-2,198,839 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,344,323

Change-1,344,323 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,200,791

Change-1,200,791 (-100%)

Value—

OAK Hill Advisors LP

N/A

Shares— from 1,113,338

Change-1,113,338 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 1,072,185

Change-1,072,185 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 1,067,867

Change-1,067,867 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,041,151

Change-1,041,151 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,035,421

Change-1,035,421 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,029,371

Change-1,029,371 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 900,108

Change-900,108 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 831,125

Change-831,125 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 805,895

Change-805,895 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 683,247

Change-683,247 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 621,473

Change-621,473 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 543,781

Change-543,781 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 515,059

Change-515,059 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 513,904

Change-513,904 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 488,284

Change-488,284 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 469,715

Change-469,715 (-100%)

Value—

Prosight Management, LP

N/A

Shares— from 459,952

Change-459,952 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 447,858

Change-447,858 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 440,423

Change-440,423 (-100%)

Value—

UBS Group AG

N/A

Shares— from 366,011

Change-366,011 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 353,983

Change-353,983 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 341,720

Change-341,720 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 329,060

Change-329,060 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 241,298

Change-241,298 (-100%)

Value—

FMR LLC

N/A

Shares— from 214,169

Change-214,169 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 183,334

Change-183,334 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 166,843

Change-166,843 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 161,753

Change-161,753 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 152,219

Change-152,219 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 151,966

Change-151,966 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 148,016

Change-148,016 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 146,300

Change-146,300 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 146,065

Change-146,065 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 122,700

Change-122,700 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 114,334

Change-114,334 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 112,965

Change-112,965 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 110,862

Change-110,862 (-100%)

Value—

Soviero Asset Management, LP

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 96,700

Change-96,700 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 96,301

Change-96,301 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 95,205

Change-95,205 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 89,117

Change-89,117 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 78,306

Change-78,306 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 70,740

Change-70,740 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 66,946

Change-66,946 (-100%)

Value—

Man Group plc

N/A

Shares— from 66,527

Change-66,527 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 64,980

Change-64,980 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 63,201

Change-63,201 (-100%)

Value—

Palumbo Wealth Management LLC

N/A

Shares— from 58,539

Change-58,539 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 58,252

Change-58,252 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 55,817

Change-55,817 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 55,443

Change-55,443 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 50,390

Change-50,390 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 48,674

Change-48,674 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 47,548

Change-47,548 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 47,430

Change-47,430 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 45,744

Change-45,744 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 44,843

Change-44,843 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 43,882

Change-43,882 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 38,916

Change-38,916 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 38,501

Change-38,501 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 34,900

Change-34,900 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 34,039

Change-34,039 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 33,586

Change-33,586 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 33,221

Change-33,221 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 29,933

Change-29,933 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 29,495

Change-29,495 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 28,488

Change-28,488 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 27,428

Change-27,428 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 26,419

Change-26,419 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 25,804

Change-25,804 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 24,473

Change-24,473 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 24,341

Change-24,341 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 23,499

Change-23,499 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 21,592

Change-21,592 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 20,921

Change-20,921 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 20,261

Change-20,261 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 20,235

Change-20,235 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 19,990

Change-19,990 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 18,265

Change-18,265 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 17,769

Change-17,769 (-100%)

Value—

&partners

N/A

Shares— from 17,716

Change-17,716 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,540

Change-17,540 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 16,636

Change-16,636 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 16,557

Change-16,557 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 16,554

Change-16,554 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,674

Change-14,674 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 14,080

Change-14,080 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 13,711

Change-13,711 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 13,505

Change-13,505 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 13,490

Change-13,490 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 12,390

Change-12,390 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,181

Change-12,181 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 11,095

Change-11,095 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 10,390

Change-10,390 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 10,371

Change-10,371 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 10,137

Change-10,137 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,117

Change-7,117 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 5,214

Change-5,214 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,560

Change-4,560 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,343

Change-4,343 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,286

Change-3,286 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,782

Change-2,782 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 2,057

Change-2,057 (-100%)

Value—

EFG International AG

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,308

Change-1,308 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,008

Change-1,008 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 941

Change-941 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 792

Change-792 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 717

Change-717 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 421

Change-421 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 363

Change-363 (-100%)

Value—

Quarry LP

N/A

Shares— from 254

Change-254 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 151

Change-151 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 91

Change-91 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	2,567,106	3,076,646	-509,540	-17%	$25.8M	$16.9M	-$8.8M	2026-11-04
LSV Asset Management	INCREASED	1,990,314	1,695,851	+294,463	+17%	$14.2M	$13.1M	-$1.1M	2026-11-06
Geode Capital Management, LLC	DECREASED	1,271,161	1,337,243	-66,082	-5%	$11.2M	$8.4M	-$2.8M	2026-11-06
Prescott Group Capital Management, L.L.C.	INCREASED	1,143,481	772,771	+370,710	+48%	$6.5M	$7.5M	+$1.1M	2026-10-30
Russell Investments Group, Ltd.	DECREASED	467,420	859,482	-392,062	-46%	$7.2M	$3.1M	-$4.1M	2026-11-06
Values First Advisors, Inc.	DECREASED	296,098	301,488	-5,390	-2%	$2.5M	$2.0M	-$572.2K	2026-10-23
Truist Financial Corp	INCREASED	230,092	43,671	+186,421	+427%	$366.0K	$1.5M	+$1.2M	2026-10-30
Bank of New York Mellon Corp	DECREASED	216,147	219,661	-3,514	-2%	$1.8M	$1.4M	-$414.2K	2026-11-05
Wolverine Asset Management LLC	UNCHANGED	174,933	174,933	0	0%	$1.5M	$1.2M	-$311.4K	2026-11-02
Principal Financial Group Inc	NEW	152,576	—	+152,576	—	—	$1.0M	—	2026-11-02
SummerHaven Investment Management, LLC	NEW	113,605	—	+113,605	—	—	$749.8K	—	2026-10-19
Creative Planning	INCREASED	109,027	59,847	+49,180	+82%	$501.5K	$719.6K	+$218.1K	2026-11-02
LPL Financial LLC	DECREASED	64,887	64,896	-9	0%	$543.8K	$428.3K	-$115.6K	2026-11-06
James Investment Research, Inc.	UNCHANGED	61,963	61,963	0	0%	$519.3K	$409.0K	-$110.3K	2026-10-22
Assenagon Asset Management S.A.	UNCHANGED	56,455	56,455	0	0%	$473.1K	$372.6K	-$100.5K	2026-10-15
Deutsche Bank Ag\	DECREASED	44,822	189,918	-145,096	-76%	$1.6M	$295.8K	-$1.3M	2026-11-06
State of Wyoming	INCREASED	37,960	24,273	+13,687	+56%	$203.4K	$250.5K	+$47.1K	2026-10-28
Achmea Investment Management B.V.	NEW	34,900	—	+34,900	—	—	$230.5K	—	2026-10-30
Citigroup Inc	DECREASED	29,741	65,920	-36,179	-55%	$552.4K	$196.3K	-$356.1K	2026-11-04
Profund Advisors LLC	INCREASED	24,785	24,148	+637	+3%	$202.4K	$163.6K	-$38.8K	2026-10-29
Oppenheimer Asset Management Inc.	DECREASED	21,279	31,647	-10,368	-33%	$265.2K	$140.4K	-$124.8K	2026-10-27
Diversified Trust Co	INCREASED	20,939	20,719	+220	+1%	$173.6K	$138.2K	-$35.4K	2026-11-06
Barclays PLC	INCREASED	20,317	7,650	+12,667	+166%	$64.1K	$134.1K	+$70.0K	2026-11-06
Stirlingshire Investments, Inc.	INCREASED	17,932	17,702	+230	+1%	$148.3K	$118.4K	-$30.0K	2026-11-05
Abel Hall, LLC	NEW	15,141	—	+15,141	—	—	$99.9K	—	2026-10-19
Wealth Enhancement Advisory Services, LLC	DECREASED	15,109	24,603	-9,494	-39%	$198.1K	$102.9K	-$95.2K	2026-10-13
Vise Technologies, Inc.	NEW	14,533	—	+14,533	—	—	$95.9K	—	2026-10-29
Herold Advisors, Inc.	UNCHANGED	10,000	10,000	0	0%	$84.0K	$66.0K	-$18.0K	2026-10-19
Verus Capital Partners, LLC	UNCHANGED	10,000	10,000	0	0%	$83.8K	$66.0K	-$17.8K	2026-11-03
Covestor Ltd	INCREASED	6,038	5,443	+595	+11%	$46.0K	$40.0K	-$6.0K	2026-10-30
SBI Securities Co., Ltd.	INCREASED	4,848	4,818	+30	+1%	$40.4K	$32.0K	-$8.4K	2026-10-22
State of Alaska, Department of Revenue	NEW	2,763	—	+2,763	—	—	$18	—	2026-10-15
Farther Finance Advisors, LLC	INCREASED	2,648	2,087	+561	+27%	$17.5K	$17.5K	-$18	2026-10-08
Allworth Financial LP	INCREASED	2,346	2,339	+7	+0%	$19.6K	$19.7K	+$59	2026-11-06
US Bancorp \de\	INCREASED	1,779	1,737	+42	+2%	$14.6K	$11.7K	-$2.8K	2026-11-05
Markowski Investments	UNCHANGED	1,500	1,500	0	0%	$12.6K	$9.9K	-$2.7K	2026-10-30
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	1,136	1,136	0	0%	$9.5K	$7.5K	-$2.0K	2026-10-15
Sterling Capital Management LLC	DECREASED	1,028	1,050	-22	-2%	$8.8K	$6.8K	-$2.0K	2026-10-22
Fortitude Family Office, LLC	NEW	993	—	+993	—	—	$6.6K	—	2026-10-14
Nisa Investment Advisors, LLC	INCREASED	866	500	+366	+73%	$4.2K	$5.7K	+$1.5K	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	783	989	-206	-21%	$8.3K	$5.2K	-$3.1K	2026-11-04
Nemes Rush Group LLC	NEW	700	—	+700	—	—	$4.6K	—	2026-11-04
Triumph Capital Management	UNCHANGED	700	700	0	0%	$5.9K	$4.6K	-$1.2K	2026-10-14
Gamma Investing LLC	DECREASED	619	620	-1	0%	$5.2K	$4.1K	-$1.1K	2026-10-08
MassMutual Private Wealth & Trust, FSB	UNCHANGED	410	410	0	0%	$3.4K	$2.7K	-$730	2026-10-05
Costello Asset Management, Inc	UNCHANGED	400	400	0	0%	$3.4K	$2.6K	-$712	2026-10-30
SJS Investment Consulting Inc.	INCREASED	367	156	+211	+135%	$1.3K	$2.4K	+$1.1K	2026-10-26
IFP Advisors, Inc	DECREASED	285	658	-373	-57%	$5.5K	$1.9K	-$3.6K	2026-10-16
Parallel Advisors, LLC	INCREASED	270	21	+249	+1186%	$176	$1.8K	+$1.6K	2026-11-03
Provenance Wealth Advisors, LLC	NEW	179	—	+179	—	—	$1.2K	—	2026-10-30
Parkside Financial Bank & Trust	NEW	160	—	+160	—	—	$1.1K	—	2026-10-27
Physician Wealth Advisors, Inc.	UNCHANGED	158	158	0	0%	$1.3K	$1.0K	-$282	2026-10-20
Torren Management, LLC	UNCHANGED	137	137	0	0%	$1.1K	$904	-$244	2026-10-29
Essential Partners LLC	DECREASED	126	409	-283	-69%	$3.4K	$832	-$2.6K	2026-10-14
True Wealth Design, LLC	DECREASED	102	302	-200	-66%	$2.5K	$674	-$1.9K	2026-10-13
Quest 10 Wealth Builders, Inc.	UNCHANGED	102	102	0	0%	$855	$673	-$182	2026-11-02
Bell Investment Advisors, Inc	NEW	82	—	+82	—	—	$542	—	2026-10-29
Fifth Third Bancorp	DECREASED	62	619	-557	-90%	$5.2K	$409	-$4.8K	2026-11-05
Root Financial Partners, LLC	NEW	60	—	+60	—	—	$396	—	2026-10-21
Financial Consulate, Inc	UNCHANGED	53	53	0	0%	$445	$350	-$95	2026-10-23
PNC Financial Services Group, Inc.	DECREASED	51	276	-225	-82%	$2.3K	$337	-$2.0K	2026-11-06
Capital Advisors, Ltd. LLC	UNCHANGED	30	30	0	0%	$0	$0	$0	2026-10-27
Contravisory Investment Management, Inc.	UNCHANGED	10	10	0	0%	$84	$66	-$18	2026-10-13
Strengthening Families & Communities, LLC	UNCHANGED	9	9	0	0%	$75	$59	-$16	2026-10-21
Ascentis Independent Advisors	NEW	5	—	+5	—	—	$33	—	2026-11-03
Y-Intercept (Hong Kong) Ltd	CLOSED	0	165,879	-165,879	-100%	$1.4M	$0	-$1.4M	2026-10-16
MacKenzie Financial Corp	CLOSED	0	97,512	-97,512	-100%	$817.2K	$0	-$817.2K	2026-11-02
Baron Wealth Management LLC	CLOSED	0	16,239	-16,239	-100%	$136.1K	$0	-$136.1K	2026-10-27
Bailard, Inc.	CLOSED	0	13,600	-13,600	-100%	$114.0K	$0	-$114.0K	2026-10-13
Ritholtz Wealth Management	CLOSED	0	13,197	-13,197	-100%	$110.6K	$0	-$110.6K	2026-11-05
Kelleher Financial Advisors	CLOSED	0	207	-207	-100%	$1.7K	$0	-$1.7K	2026-10-30
Barrett & Company, Inc.	CLOSED	0	175	-175	-100%	$1.5K	$0	-$1.5K	2026-10-22
Wealth Enhancement Trust Services, Inc.	CLOSED	0	145	-145	-100%	$1.2K	$0	-$1.2K	2026-10-07
Clearstead Advisors, LLC	CLOSED	0	127	-127	-100%	$1.1K	$0	-$1.1K	2026-11-06
Larson Financial Group LLC	CLOSED	0	91	-91	-100%	$763	$0	-$763	2026-11-05
Versant Capital Management, Inc	CLOSED	0	77	-77	-100%	$645	$0	-$645	2026-10-02
Signaturefd, LLC	CLOSED	0	57	-57	-100%	$478	$0	-$478	2026-10-23
BlackRock, Inc.	N/A	—	4,716,599	-4,716,599	-100%	$39.5M	—	—	—
State Street Corp	N/A	—	2,929,238	-2,929,238	-100%	$24.6M	—	—	—
American Century Companies Inc	N/A	—	2,770,448	-2,770,448	-100%	$23.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,198,839	-2,198,839	-100%	$18.4M	—	—	—
Acadian Asset Management LLC	N/A	—	1,344,323	-1,344,323	-100%	$11.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,200,791	-1,200,791	-100%	$10.1M	—	—	—
OAK Hill Advisors LP	N/A	—	1,113,338	-1,113,338	-100%	$9.3M	—	—	—
Millennium Management LLC	N/A	—	1,072,185	-1,072,185	-100%	$9.0M	—	—	—
Ancora Advisors LLCA	N/A	—	1,067,867	-1,067,867	-100%	$8.9M	—	—	—
AQR Capital Management LLC	N/A	—	1,041,151	-1,041,151	-100%	$8.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,035,421	-1,035,421	-100%	$8.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,029,371	-1,029,371	-100%	$8.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	900,108	-900,108	-100%	$7.5M	—	—	—
Federated Hermes, Inc.	N/A	—	831,125	-831,125	-100%	$7.0M	—	—	—
Prudential Financial Inc	N/A	—	805,895	-805,895	-100%	$6.8M	—	—	—
Renaissance Technologies LLC	N/A	—	683,247	-683,247	-100%	$5.7M	—	—	—
Northern Trust Corp	N/A	—	621,473	-621,473	-100%	$5.2M	—	—	—
Allianz Asset Management GmbH	N/A	—	543,781	-543,781	-100%	$4.6M	—	—	—
Palisade Capital Management, LP	N/A	—	515,059	-515,059	-100%	$4.3M	—	—	—
New York State Common Retirement Fund	N/A	—	513,904	-513,904	-100%	$4.3M	—	—	—
Two Sigma Investments, LP	N/A	—	488,284	-488,284	-100%	$4.1M	—	—	—
Morgan Stanley	N/A	—	469,715	-469,715	-100%	$3.9M	—	—	—
Prosight Management, LP	N/A	—	459,952	-459,952	-100%	$3.9M	—	—	—
Trexquant Investment LP	N/A	—	447,858	-447,858	-100%	$3.8M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	440,423	-440,423	-100%	$3.7M	—	—	—
UBS Group AG	N/A	—	366,011	-366,011	-100%	$3.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	353,983	-353,983	-100%	$3.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	341,720	-341,720	-100%	$2.9M	—	—	—
Panagora Asset Management Inc	N/A	—	329,060	-329,060	-100%	$2.8M	—	—	—
Globeflex Capital L P	N/A	—	241,298	-241,298	-100%	$2.0M	—	—	—
FMR LLC	N/A	—	214,169	-214,169	-100%	$1.8M	—	—	—
Morse Asset Management, Inc	N/A	—	183,334	-183,334	-100%	$1.5M	—	—	—
Franklin Resources Inc	N/A	—	166,843	-166,843	-100%	$1.4M	—	—	—
Aristeia Capital, L.L.C.	N/A	—	161,753	-161,753	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	152,219	-152,219	-100%	$1.3M	—	—	—
Wellington Management Group LLP	N/A	—	151,966	-151,966	-100%	$1.3M	—	—	—
Squarepoint Ops LLC	N/A	—	148,016	-148,016	-100%	$1.2M	—	—	—
Credit Agricole S A	N/A	—	146,300	-146,300	-100%	$1.2M	—	—	—
Invesco Ltd.	N/A	—	146,065	-146,065	-100%	$1.2M	—	—	—
Nomura Asset Management International Inc.	N/A	—	122,700	-122,700	-100%	$1.0M	—	—	—
Nuveen, LLC	N/A	—	114,334	-114,334	-100%	$958.1K	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	112,965	-112,965	-100%	$946.6K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	110,862	-110,862	-100%	$929.0K	—	—	—
Soviero Asset Management, LP	N/A	—	100,000	-100,000	-100%	$838.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	96,700	-96,700	-100%	$810.3K	—	—	—
Cetera Investment Advisers	N/A	—	96,301	-96,301	-100%	$807.0K	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	95,205	-95,205	-100%	$797.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	89,117	-89,117	-100%	$746.8K	—	—	—
Martingale Asset Management L P	N/A	—	78,306	-78,306	-100%	$656.2K	—	—	—
Evolve Private Wealth, LLC	N/A	—	70,740	-70,740	-100%	$592.8K	—	—	—
Rhumbline Advisers	N/A	—	66,946	-66,946	-100%	$561.0K	—	—	—
Man Group plc	N/A	—	66,527	-66,527	-100%	$557.5K	—	—	—
Alliancebernstein L.P.	N/A	—	64,980	-64,980	-100%	$539.3K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	63,201	-63,201	-100%	$529.6K	—	—	—
Palumbo Wealth Management LLC	N/A	—	58,539	-58,539	-100%	$490.6K	—	—	—
IEQ Capital, LLC	N/A	—	58,252	-58,252	-100%	$488.2K	—	—	—
Mariner, LLC	N/A	—	55,817	-55,817	-100%	$467.8K	—	—	—
HRT Financial LP	N/A	—	55,443	-55,443	-100%	$464.0K	—	—	—
Wells Fargo & Company	N/A	—	50,390	-50,390	-100%	$422.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	48,674	-48,674	-100%	$407.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	47,548	-47,548	-100%	$399.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	47,430	-47,430	-100%	$397.5K	—	—	—
Winton Group Ltd	N/A	—	45,744	-45,744	-100%	$383.3K	—	—	—
Quantinno Capital Management LP	N/A	—	44,843	-44,843	-100%	$375.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	43,882	-43,882	-100%	$367.7K	—	—	—
Brevan Howard Capital Management LP	N/A	—	38,916	-38,916	-100%	$326.1K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	38,501	-38,501	-100%	$322.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	34,900	-34,900	-100%	$292.5K	—	—	—
Cambria Investment Management, L.P.	N/A	—	34,039	-34,039	-100%	$285.2K	—	—	—
Cerity Partners LLC	N/A	—	33,586	-33,586	-100%	$281.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	33,221	-33,221	-100%	$278.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	29,933	-29,933	-100%	$250.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	29,495	-29,495	-100%	$247.6K	—	—	—
Keystone Financial Group	N/A	—	28,488	-28,488	-100%	$238.7K	—	—	—
Bank of Montreal	N/A	—	27,428	-27,428	-100%	$229.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	26,419	-26,419	-100%	$221.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	25,804	-25,804	-100%	$216.2K	—	—	—
JPMorgan Chase & Co	N/A	—	24,473	-24,473	-100%	$207.0K	—	—	—
Royal Bank of Canada	N/A	—	24,341	-24,341	-100%	$204.0K	—	—	—
SG Americas Securities, LLC	N/A	—	23,499	-23,499	-100%	$197.0K	—	—	—
Graham Capital Management, L.P.	N/A	—	21,592	-21,592	-100%	$180.9K	—	—	—
Glenmede Trust Co NA	N/A	—	20,921	-20,921	-100%	$175.3K	—	—	—
First Trust Advisors LP	N/A	—	20,261	-20,261	-100%	$169.8K	—	—	—
Stifel Financial Corp	N/A	—	20,235	-20,235	-100%	$169.6K	—	—	—
Virtus Advisers, LLC	N/A	—	19,990	-19,990	-100%	$167.5K	—	—	—
AXQ Capital, LP	N/A	—	18,265	-18,265	-100%	$153.1K	—	—	—
L2 Asset Management, LLC	N/A	—	17,769	-17,769	-100%	$148.9K	—	—	—
&partners	N/A	—	17,716	-17,716	-100%	$148.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,540	-17,540	-100%	$147.0K	—	—	—
One Wealth Advisors, LLC	N/A	—	16,636	-16,636	-100%	$139.4K	—	—	—
SEI Investments Co	N/A	—	16,557	-16,557	-100%	$138.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	16,554	-16,554	-100%	$138.7K	—	—	—
XTX Topco Ltd	N/A	—	14,674	-14,674	-100%	$123.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	14,080	-14,080	-100%	$118.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	13,711	-13,711	-100%	$114.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	13,505	-13,505	-100%	$113.2K	—	—	—
Intech Investment Management LLC	N/A	—	13,490	-13,490	-100%	$113.0K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	12,390	-12,390	-100%	$103.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	12,181	-12,181	-100%	$102.1K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	11,095	-11,095	-100%	$93.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	10,390	-10,390	-100%	$87.1K	—	—	—
Voya Investment Management LLC	N/A	—	10,371	-10,371	-100%	$86.9K	—	—	—
Captrust Financial Advisors	N/A	—	10,137	-10,137	-100%	$84.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,117	-7,117	-100%	$59.6K	—	—	—
Legal & General Group Plc	N/A	—	5,214	-5,214	-100%	$43.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,560	-4,560	-100%	$38.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,343	-4,343	-100%	$36.4K	—	—	—
Arax Advisory Partners	N/A	—	3,286	-3,286	-100%	$27.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,782	-2,782	-100%	$23.3K	—	—	—
Meeder Asset Management Inc	N/A	—	2,057	-2,057	-100%	$17.2K	—	—	—
EFG International AG	N/A	—	1,920	-1,920	-100%	$16.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,308	-1,308	-100%	$11.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,008	-1,008	-100%	$8.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	941	-941	-100%	$7.9K	—	—	—
Pacer Advisors, Inc.	N/A	—	792	-792	-100%	$7	—	—	—
California State Teachers Retirement System	N/A	—	717	-717	-100%	$6.0K	—	—	—
Truvestments Capital LLC	N/A	—	421	-421	-100%	$3.5K	—	—	—
Rothschild Investment LLC	N/A	—	363	-363	-100%	$3.0K	—	—	—
Quarry LP	N/A	—	254	-254	-100%	$2.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	151	-151	-100%	$1.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	146	-146	-100%	$1.2K	—	—	—
Gould Capital, LLC	N/A	—	100	-100	-100%	$838	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	100	-100	-100%	$838	—	—	—
Rialto Wealth Management, LLC	N/A	—	91	-91	-100%	$763	—	—	—
Harbour Investments, Inc.	N/A	—	70	-70	-100%	$586	—	—	—
Bogart Wealth, LLC	N/A	—	59	-59	-100%	$494	—	—	—
Global Retirement Partners, LLC	N/A	—	20	-20	-100%	$168	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	10	-10	-100%	$83	—	—	—
JPL Wealth Management, LLC	N/A	—	8	-8	-100%	$68	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$8	—	—	—

Showing 207 of 207 institutions