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Enel Chile SA (ENIC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fundamenta Capital S.A.
INCREASED
Shares4,947,536 from 4,875,363
Change+72,173 (+1%)
Value$20.9M (-$1.0M)
Filed 2026-11-03
Truxt Investmentos Ltda.
INCREASED
Shares3,013,924 from 2,452,532
Change+561,392 (+23%)
Value$12.7M (+$1.7M)
Filed 2026-11-03
Creative Planning
DECREASED
Shares655,920 from 742,042
Change-86,122 (-12%)
Value$2.8M (-$564.6K)
Filed 2026-11-02
Raiffeisen Bank International AG
INCREASED
Shares574,800 from 523,800
Change+51,000 (+10%)
Value$2.4M (+$111.5K)
Filed 2026-10-28
CWA Asset Management Group, LLC
INCREASED
Shares415,631 from 359,851
Change+55,780 (+16%)
Value$1.8M (+$138.8K)
Filed 2026-10-19
Dimensional Fund Advisors LP
DECREASED
Shares392,863 from 406,094
Change-13,231 (-3%)
Value$1.7M (-$156.6K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
NEW
Shares380,741
Change+380,741
Value$1.6M
Filed 2026-11-03
J. Safra Sarasin Holding AG
UNCHANGED
Shares348,586 from 348,586
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Bank of Montreal
INCREASED
Shares347,693 from 270,428
Change+77,265 (+29%)
Value$1.5M (+$253.8K)
Filed 2026-11-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares316,769 from 325,569
Change-8,800 (-3%)
Value$1.3M (-$125.1K)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED
Shares312,407 from 285,642
Change+26,765 (+9%)
Value$1.3M (+$36.1K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares307,796 from 276,737
Change+31,059 (+11%)
Value$1.3M (+$56.7K)
Filed 2026-10-13
Hantz Financial Services, Inc.
DECREASED
Shares289,407 from 293,972
Change-4,565 (-2%)
Value$1.2M (-$99.0K)
Filed 2026-11-09
Fisher Asset Management, LLC
NEW
Shares244,377
Change+244,377
Value$1.0M
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares218,623 from 220,026
Change-1,403 (-1%)
Value$924.8K (-$65.3K)
Filed 2026-11-04
Strs Ohio
UNCHANGED
Shares171,723 from 171,723
Change0 (0%)
Value$726.4K (-$46.4K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares145,403 from 164,159
Change-18,756 (-11%)
Value$615.1K (-$123.7K)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares120,948 from 24,356
Change+96,592 (+397%)
Value$511.6K (+$402.0K)
Filed 2026-11-03
Amundi
UNCHANGED
Shares112,515 from 112,515
Change0 (0%)
Value$475.9K (-$30.4K)
Filed 2026-11-06
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares112,515 from 112,515
Change0 (0%)
Value$475.9K (-$30.4K)
Filed 2026-10-30
Nuveen, LLC
INCREASED
Shares108,538 from 92,330
Change+16,208 (+18%)
Value$460.2K (+$44.7K)
Filed 2026-11-10
DekaBank Deutsche Girozentrale
NEW
Shares82,304
Change+82,304
Value$349.0K
Filed 2026-10-27
PNC Financial Services Group, Inc.
DECREASED
Shares81,775 from 99,631
Change-17,856 (-18%)
Value$345.9K (-$102.4K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares74,792 from 96,004
Change-21,212 (-22%)
Value$316.4K (-$115.6K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares58,039 from 74,407
Change-16,368 (-22%)
Value$245.5K (-$89.3K)
Filed 2026-10-26
Mondrian Investment Partners LTD
DECREASED
Shares53,996 from 55,120
Change-1,124 (-2%)
Value$228.4K (-$19.6K)
Filed 2026-10-23
Pictet Asset Management Holding SA
UNCHANGED
Shares49,519 from 49,519
Change0 (0%)
Value$209.5K (-$13.4K)
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares48,966 from 49,714
Change-748 (-1%)
Value$216.9K (-$6.8K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares47,468 from 48,134
Change-666 (-1%)
Value$200.8K (-$15.8K)
Filed 2026-11-03
Pavaki Capital Management LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$169.2K (-$10.8K)
Filed 2026-10-26
HighTower Advisors, LLC
INCREASED
Shares37,380 from 23,864
Change+13,516 (+57%)
Value$158.1K (+$50.7K)
Filed 2026-11-10
Ariadne Wealth Management, LP
UNCHANGED
Shares36,060 from 36,060
Change0 (0%)
Value$152.5K (-$9.7K)
Filed 2026-11-06
FMR LLC
DECREASED
Shares35,811 from 36,060
Change-249 (-1%)
Value$151.5K (-$10.8K)
Filed 2026-11-10
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares35,411 from 35,411
Change0 (0%)
Value$149.8K (-$9.6K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares34,305 from 35,682
Change-1,377 (-4%)
Value$145.1K (-$15.5K)
Filed 2026-10-23
Acadian Asset Management LLC
DECREASED
Shares32,906 from 87,997
Change-55,091 (-63%)
Value$138.0K (-$256.0K)
Filed 2026-11-09
Ritholtz Wealth Management
NEW
Shares29,556
Change+29,556
Value$125.0K
Filed 2026-11-05
PDS Planning, Inc
INCREASED
Shares28,640 from 27,875
Change+765 (+3%)
Value$121.1K (-$4.3K)
Filed 2026-11-03
Tuttle Capital Management, LLC
NEW
Shares24,960
Change+24,960
Value$104.1K
Filed 2026-10-21
Bensler, LLC
UNCHANGED
Shares24,576 from 24,576
Change0 (0%)
Value$104.0K (-$6.6K)
Filed 2026-11-05
Inspire Investing, LLC
INCREASED
Shares24,334 from 23,765
Change+569 (+2%)
Value$102.9K (-$4.0K)
Filed 2026-10-22
Drive Wealth Management, LLC
INCREASED
Shares24,192 from 23,534
Change+658 (+3%)
Value$102.3K (-$3.6K)
Filed 2026-11-09
Greenspring Advisors, LLC
DECREASED
Shares23,650 from 23,935
Change-285 (-1%)
Value$100.0K (-$7.7K)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares22,224 from 22,224
Change0 (0%)
Value$94.0K (-$6.0K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
UNCHANGED
Shares21,437 from 21,437
Change0 (0%)
Value$90.7K (-$5.8K)
Filed 2026-11-02
Carrera Capital Advisors
UNCHANGED
Shares19,959 from 19,959
Change0 (0%)
Value$84.4K (-$5.4K)
Filed 2026-11-03
Plan A Wealth LLC
INCREASED
Shares19,203 from 18,192
Change+1,011 (+6%)
Value$81.2K (-$635)
Filed 2026-10-08
Bessemer Group Inc
DECREASED
Shares18,209 from 18,212
Change-3 (0%)
Value$59.0K (-$23.0K)
Filed 2026-11-09
Tidemark, LLC
UNCHANGED
Shares17,677 from 17,677
Change0 (0%)
Value$74.8K (-$4.8K)
Filed 2026-11-09
Werba Rubin Papier Wealth Management
UNCHANGED
Shares17,532 from 17,532
Change0 (0%)
Value$74.2K (-$4.7K)
Filed 2026-11-06
Patrick Mauro Investment Advisor, Inc.
NEW
Shares17,000
Change+17,000
Value$17.0K
Filed 2026-11-06
Profund Advisors LLC
NEW
Shares15,088
Change+15,088
Value$63.8K
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares14,660 from 14,619
Change+41 (+0%)
Value$66.0K (+$184)
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares13,599
Change+13,599
Value$57.5K
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares13,446 from 64,476
Change-51,030 (-79%)
Value$56.9K (-$233.3K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED
Shares13,182 from 12,555
Change+627 (+5%)
Value$55.8K (-$738)
Filed 2026-11-04
CIBC World Market Inc.
DECREASED
Shares13,068 from 15,840
Change-2,772 (-17%)
Value$55.3K (-$16.0K)
Filed 2026-11-10
Trek Financial, LLC
DECREASED
Shares12,604 from 16,366
Change-3,762 (-23%)
Value$53.3K (-$20.3K)
Filed 2026-10-29
Lesa Sroufe & Co
UNCHANGED
Shares12,235 from 12,235
Change0 (0%)
Value$52.0K (-$3.0K)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares11,870 from 10,475
Change+1,395 (+13%)
Value$50.2K (+$3.1K)
Filed 2026-11-06
SmartHarvest Portfolios, LLC
DECREASED
Shares11,823 from 14,015
Change-2,192 (-16%)
Value$50.0K (-$13.1K)
Filed 2026-10-26
Xponance LLC
INCREASED
Shares10,844 from 10,189
Change+655 (+6%)
Value$45.9K (+$19)
Filed 2026-11-03
Foster Group, Inc.
UNCHANGED
Shares10,693 from 10,693
Change0 (0%)
Value$45.2K (-$2.9K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares10,621 from 11,376
Change-755 (-7%)
Value$44.9K (-$6.3K)
Filed 2026-10-15
Atlas Capital Advisors Inc.
NEW
Shares10,377
Change+10,377
Value$517.5K
Filed 2026-11-09
Eastern Bank
UNCHANGED
Shares7,417 from 7,417
Change0 (0%)
Value$31.4K (-$2.0K)
Filed 2026-10-05
Gamma Investing LLC
INCREASED
Shares7,370 from 6,968
Change+402 (+6%)
Value$31.2K (-$181)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
NEW
Shares7,264
Change+7,264
Value$30.7K
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares5,519 from 9,618
Change-4,099 (-43%)
Value$23.3K (-$19.9K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares3,743 from 3,812
Change-69 (-2%)
Value$15.8K (-$1.3K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,505 from 3,505
Change0 (0%)
Value$14.8K (-$947)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$6.7K (-$428)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$5.9K (-$387)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares1,386 from 1,851
Change-465 (-25%)
Value$5.9K (-$2.5K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares1,265 from 1,189
Change+76 (+6%)
Value$5.4K ($0)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares1,215 from 1,022
Change+193 (+19%)
Value$5.1K (+$540)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares1,123 from 687
Change+436 (+63%)
Value$4.8K (+$1.7K)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares1,024 from 1,642
Change-618 (-38%)
Value$4.3K (-$3.1K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$4.3K (-$273)
Filed 2026-11-03
Ascentis Wealth Management, LLC
NEW
Shares642
Change+642
Value$2.7K
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares600 from 216
Change+384 (+178%)
Value$2.5K (+$1.6K)
Filed 2026-11-06
Financial Consulate, Inc
INCREASED
Shares412 from 281
Change+131 (+47%)
Value$1.7K (+$478)
Filed 2026-10-23
Bell Investment Advisors, Inc
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$1.5K (-$94)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares338 from 272
Change+66 (+24%)
Value$1.4K (+$206)
Filed 2026-11-05
Global Retirement Partners, LLC
DECREASED
Shares252 from 695
Change-443 (-64%)
Value$1.1K (-$2.1K)
Filed 2026-11-10
Smartleaf Asset Management LLC
INCREASED
Shares205 from 199
Change+6 (+3%)
Value$873 (-$14)
Filed 2026-11-10
Elyxium Wealth, LLC
NEW
Shares182
Change+182
Value$770
Filed 2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$645 ($0)
Filed 2026-10-22
Huntington National Bank
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$406 (-$26)
Filed 2026-11-10
Parkside Financial Bank & Trust
NEW
Shares92
Change+92
Value$390
Filed 2026-10-27
Versant Capital Management, Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$275 (-$18)
Filed 2026-10-02
True Wealth Design, LLC
DECREASED
Shares58 from 68
Change-10 (-15%)
Value$246 (-$60)
Filed 2026-10-13
Abound Wealth Management
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$132 (-$8)
Filed 2026-10-26
Contravisory Investment Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$85 (-$5)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares19
Change+19
Value$80
Filed 2026-10-21
Sowell Financial Services LLC
CLOSED
Shares0 from 15,288
Change-15,288 (-100%)
Value$0 (-$68.8K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 13,657
Change-13,657 (-100%)
Value$0 (-$60.6K)
Filed 2026-11-04
TMB Capital Partners, LLC
CLOSED
Shares0 from 12,207
Change-12,207 (-100%)
Value$0 (-$54.9K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$612)
Filed 2026-10-20
BlackRock, Inc.
N/A
Shares— from 13,933,584
Change-13,933,584 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 6,181,677
Change-6,181,677 (-100%)
Value—
State Street Corp
N/A
Shares— from 4,722,676
Change-4,722,676 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,906,048
Change-3,906,048 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,421,478
Change-2,421,478 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,130,188
Change-2,130,188 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 1,138,705
Change-1,138,705 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,089,800
Change-1,089,800 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,080,312
Change-1,080,312 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,047,517
Change-1,047,517 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 852,124
Change-852,124 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 711,381
Change-711,381 (-100%)
Value—
UBS Group AG
N/A
Shares— from 606,723
Change-606,723 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 597,465
Change-597,465 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 553,116
Change-553,116 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 455,105
Change-455,105 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 319,318
Change-319,318 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 318,021
Change-318,021 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 251,267
Change-251,267 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 234,169
Change-234,169 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 215,058
Change-215,058 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 201,828
Change-201,828 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 196,814
Change-196,814 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 182,745
Change-182,745 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 162,005
Change-162,005 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 151,121
Change-151,121 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 146,400
Change-146,400 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 128,041
Change-128,041 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 118,858
Change-118,858 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 114,650
Change-114,650 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 103,239
Change-103,239 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 99,184
Change-99,184 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 92,598
Change-92,598 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 89,652
Change-89,652 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 76,517
Change-76,517 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 74,946
Change-74,946 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 73,000
Change-73,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 68,944
Change-68,944 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 67,543
Change-67,543 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 65,799
Change-65,799 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 49,107
Change-49,107 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 45,870
Change-45,870 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 43,535
Change-43,535 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 42,818
Change-42,818 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 41,253
Change-41,253 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 38,367
Change-38,367 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 37,231
Change-37,231 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 37,200
Change-37,200 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 36,264
Change-36,264 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 28,227
Change-28,227 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 26,993
Change-26,993 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 26,589
Change-26,589 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,605
Change-25,605 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 24,725
Change-24,725 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,642
Change-22,642 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 21,738
Change-21,738 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,363
Change-20,363 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,888
Change-18,888 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,610
Change-17,610 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,142
Change-16,142 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 14,985
Change-14,985 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 14,699
Change-14,699 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 14,427
Change-14,427 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,057
Change-14,057 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,547
Change-13,547 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,518
Change-12,518 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 12,063
Change-12,063 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,517
Change-10,517 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 692
Change-692 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 324
Change-324 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
Fundamenta Capital S.A.
INCREASED4,947,5364,875,363+72,173+1%$21.9M$20.9M-$1.0M2026-11-03
Truxt Investmentos Ltda.
INCREASED3,013,9242,452,532+561,392+23%$11.0M$12.7M+$1.7M2026-11-03
Creative Planning
DECREASED655,920742,042-86,122-12%$3.3M$2.8M-$564.6K2026-11-02
Raiffeisen Bank International AG
INCREASED574,800523,800+51,000+10%$2.3M$2.4M+$111.5K2026-10-28
CWA Asset Management Group, LLC
INCREASED415,631359,851+55,780+16%$1.6M$1.8M+$138.8K2026-10-19
Dimensional Fund Advisors LP
DECREASED392,863406,094-13,231-3%$1.8M$1.7M-$156.6K2026-11-04
Ashton Thomas Private Wealth, LLC
NEW380,741—+380,741——$1.6M—2026-11-03
J. Safra Sarasin Holding AG
UNCHANGED348,586348,58600%$1.4M$1.4M$02026-10-26
Bank of Montreal
INCREASED347,693270,428+77,265+29%$1.2M$1.5M+$253.8K2026-11-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED316,769325,569-8,800-3%$1.5M$1.3M-$125.1K2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED312,407285,642+26,765+9%$1.3M$1.3M+$36.1K2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED307,796276,737+31,059+11%$1.2M$1.3M+$56.7K2026-10-13
Hantz Financial Services, Inc.
DECREASED289,407293,972-4,565-2%$1.3M$1.2M-$99.0K2026-11-09
Fisher Asset Management, LLC
NEW244,377—+244,377——$1.0M—2026-11-06
Citigroup Inc
DECREASED218,623220,026-1,403-1%$990.1K$924.8K-$65.3K2026-11-04
Strs Ohio
UNCHANGED171,723171,72300%$772.8K$726.4K-$46.4K2026-10-30
LPL Financial LLC
DECREASED145,403164,159-18,756-11%$738.7K$615.1K-$123.7K2026-11-06
Ethic Inc.
INCREASED120,94824,356+96,592+397%$109.6K$511.6K+$402.0K2026-11-03
Amundi
UNCHANGED112,515112,51500%$506.3K$475.9K-$30.4K2026-11-06
B. Metzler seel. Sohn & Co. AG
UNCHANGED112,515112,51500%$506.3K$475.9K-$30.4K2026-10-30
Nuveen, LLC
INCREASED108,53892,330+16,208+18%$415.5K$460.2K+$44.7K2026-11-10
DekaBank Deutsche Girozentrale
NEW82,304—+82,304——$349.0K—2026-10-27
PNC Financial Services Group, Inc.
DECREASED81,77599,631-17,856-18%$448.3K$345.9K-$102.4K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED74,79296,004-21,212-22%$432.0K$316.4K-$115.6K2026-10-27
Lanark Financial, Inc.
DECREASED58,03974,407-16,368-22%$334.8K$245.5K-$89.3K2026-10-26
Mondrian Investment Partners LTD
DECREASED53,99655,120-1,124-2%$248.0K$228.4K-$19.6K2026-10-23
Pictet Asset Management Holding SA
UNCHANGED49,51949,51900%$222.8K$209.5K-$13.4K2026-11-03
Quadrant Capital Group LLC
DECREASED48,96649,714-748-1%$223.7K$216.9K-$6.8K2026-10-20
Parallel Advisors, LLC
DECREASED47,46848,134-666-1%$216.6K$200.8K-$15.8K2026-11-03
Pavaki Capital Management LLC
UNCHANGED40,00040,00000%$180.0K$169.2K-$10.8K2026-10-26
HighTower Advisors, LLC
INCREASED37,38023,864+13,516+57%$107.4K$158.1K+$50.7K2026-11-10
Ariadne Wealth Management, LP
UNCHANGED36,06036,06000%$162.3K$152.5K-$9.7K2026-11-06
FMR LLC
DECREASED35,81136,060-249-1%$162.3K$151.5K-$10.8K2026-11-10
Eurizon Capital SGR S.p.A.
UNCHANGED35,41135,41100%$159.4K$149.8K-$9.6K2026-11-06
Signaturefd, LLC
DECREASED34,30535,682-1,377-4%$160.6K$145.1K-$15.5K2026-10-23
Acadian Asset Management LLC
DECREASED32,90687,997-55,091-63%$394.0K$138.0K-$256.0K2026-11-09
Ritholtz Wealth Management
NEW29,556—+29,556——$125.0K—2026-11-05
PDS Planning, Inc
INCREASED28,64027,875+765+3%$125.4K$121.1K-$4.3K2026-11-03
Tuttle Capital Management, LLC
NEW24,960—+24,960——$104.1K—2026-10-21
Bensler, LLC
UNCHANGED24,57624,57600%$110.6K$104.0K-$6.6K2026-11-05
Inspire Investing, LLC
INCREASED24,33423,765+569+2%$106.9K$102.9K-$4.0K2026-10-22
Drive Wealth Management, LLC
INCREASED24,19223,534+658+3%$105.9K$102.3K-$3.6K2026-11-09
Greenspring Advisors, LLC
DECREASED23,65023,935-285-1%$107.7K$100.0K-$7.7K2026-11-05
Independent Solutions Wealth Management, LLC
UNCHANGED22,22422,22400%$100.0K$94.0K-$6.0K2026-10-28
Argos Wealth Advisors, LLC
UNCHANGED21,43721,43700%$96.5K$90.7K-$5.8K2026-11-02
Carrera Capital Advisors
UNCHANGED19,95919,95900%$89.8K$84.4K-$5.4K2026-11-03
Plan A Wealth LLC
INCREASED19,20318,192+1,011+6%$81.9K$81.2K-$6352026-10-08
Bessemer Group Inc
DECREASED18,20918,212-30%$82.0K$59.0K-$23.0K2026-11-09
Tidemark, LLC
UNCHANGED17,67717,67700%$79.5K$74.8K-$4.8K2026-11-09
Werba Rubin Papier Wealth Management
UNCHANGED17,53217,53200%$78.9K$74.2K-$4.7K2026-11-06
Patrick Mauro Investment Advisor, Inc.
NEW17,000—+17,000——$17.0K—2026-11-06
Profund Advisors LLC
NEW15,088—+15,088——$63.8K—2026-10-29
Allworth Financial LP
INCREASED14,66014,619+41+0%$65.8K$66.0K+$1842026-11-06
Vise Technologies, Inc.
NEW13,599—+13,599——$57.5K—2026-10-29
Blue Trust, Inc.
DECREASED13,44664,476-51,030-79%$290.1K$56.9K-$233.3K2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED13,18212,555+627+5%$56.5K$55.8K-$7382026-11-04
CIBC World Market Inc.
DECREASED13,06815,840-2,772-17%$71.3K$55.3K-$16.0K2026-11-10
Trek Financial, LLC
DECREASED12,60416,366-3,762-23%$73.6K$53.3K-$20.3K2026-10-29
Lesa Sroufe & Co
UNCHANGED12,23512,23500%$55.0K$52.0K-$3.0K2026-10-29
Savant Capital, LLC
INCREASED11,87010,475+1,395+13%$47.1K$50.2K+$3.1K2026-11-06
SmartHarvest Portfolios, LLC
DECREASED11,82314,015-2,192-16%$63.1K$50.0K-$13.1K2026-10-26
Xponance LLC
INCREASED10,84410,189+655+6%$45.9K$45.9K+$192026-11-03
Foster Group, Inc.
UNCHANGED10,69310,69300%$48.1K$45.2K-$2.9K2026-10-13
Atria Investments, Inc
DECREASED10,62111,376-755-7%$51.2K$44.9K-$6.3K2026-10-15
Atlas Capital Advisors Inc.
NEW10,377—+10,377——$517.5K—2026-11-09
Eastern Bank
UNCHANGED7,4177,41700%$33.4K$31.4K-$2.0K2026-10-05
Gamma Investing LLC
INCREASED7,3706,968+402+6%$31.4K$31.2K-$1812026-10-08
Mirae Asset Global Investments Co., Ltd.
NEW7,264—+7,264——$30.7K—2026-11-03
US Bancorp \de\
DECREASED5,5199,618-4,099-43%$43.3K$23.3K-$19.9K2026-11-05
Farther Finance Advisors, LLC
DECREASED3,7433,812-69-2%$17.1K$15.8K-$1.3K2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,5053,50500%$15.8K$14.8K-$9472026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED1,5861,58600%$7.1K$6.7K-$4282026-10-21
TD Waterhouse Canada Inc.
UNCHANGED1,4321,43200%$6.3K$5.9K-$3872026-10-16
Montag A & Associates Inc
DECREASED1,3861,851-465-25%$8.3K$5.9K-$2.5K2026-10-29
Larson Financial Group LLC
INCREASED1,2651,189+76+6%$5.4K$5.4K$02026-11-05
EverSource Wealth Advisors, LLC
INCREASED1,2151,022+193+19%$4.6K$5.1K+$5402026-11-04
Assetmark, Inc
INCREASED1,123687+436+63%$3.1K$4.8K+$1.7K2026-10-21
SBI Securities Co., Ltd.
DECREASED1,0241,642-618-38%$7.4K$4.3K-$3.1K2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED1,0111,01100%$4.6K$4.3K-$2732026-11-03
Ascentis Wealth Management, LLC
NEW642—+642——$2.7K—2026-11-03
Russell Investments Group, Ltd.
INCREASED600216+384+178%$974$2.5K+$1.6K2026-11-06
Financial Consulate, Inc
INCREASED412281+131+47%$1.3K$1.7K+$4782026-10-23
Bell Investment Advisors, Inc
UNCHANGED34734700%$1.6K$1.5K-$942026-10-29
Fifth Third Bancorp
INCREASED338272+66+24%$1.2K$1.4K+$2062026-11-05
Global Retirement Partners, LLC
DECREASED252695-443-64%$3.1K$1.1K-$2.1K2026-11-10
Smartleaf Asset Management LLC
INCREASED205199+6+3%$887$873-$142026-11-10
Elyxium Wealth, LLC
NEW182—+182——$770—2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED14814800%$645$645$02026-10-22
Huntington National Bank
UNCHANGED969600%$432$406-$262026-11-10
Parkside Financial Bank & Trust
NEW92—+92——$390—2026-10-27
Versant Capital Management, Inc
UNCHANGED656500%$293$275-$182026-10-02
True Wealth Design, LLC
DECREASED5868-10-15%$306$246-$602026-10-13
Abound Wealth Management
UNCHANGED313100%$140$132-$82026-10-26
Contravisory Investment Management, Inc.
UNCHANGED202000%$90$85-$52026-10-13
Root Financial Partners, LLC
NEW19—+19——$80—2026-10-21
Sowell Financial Services LLC
CLOSED015,288-15,288-100%$68.8K$0-$68.8K2026-10-23
Allspring Global Investments Holdings, LLC
CLOSED013,657-13,657-100%$60.6K$0-$60.6K2026-11-04
TMB Capital Partners, LLC
CLOSED012,207-12,207-100%$54.9K$0-$54.9K2026-10-20
Physician Wealth Advisors, Inc.
CLOSED0136-136-100%$612$0-$6122026-10-20
BlackRock, Inc.
N/A—13,933,584-13,933,584-100%$62.7M———
Brandes Investment Partners, LP
N/A—6,181,677-6,181,677-100%$27.8M———
State Street Corp
N/A—4,722,676-4,722,676-100%$21.3M———
Morgan Stanley
N/A—3,906,048-3,906,048-100%$17.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,421,478-2,421,478-100%$10.9M———
Renaissance Technologies LLC
N/A—2,130,188-2,130,188-100%$9.6M———
Banco BTG Pactual S.A.
N/A—1,138,705-1,138,705-100%$5.1M———
BTG Pactual Asset Management US LLC
N/A—1,089,800-1,089,800-100%$4.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,080,312-1,080,312-100%$4.9M———
Wells Fargo & Company
N/A—1,047,517-1,047,517-100%$4.7M———
Wellington Management Group LLP
N/A—852,124-852,124-100%$3.8M———
Royal Bank of Canada
N/A—711,381-711,381-100%$3.2M———
UBS Group AG
N/A—606,723-606,723-100%$2.7M———
Vident Advisory, LLC
N/A—597,465-597,465-100%$2.7M———
Vanguard Capital Management LLC
N/A—553,116-553,116-100%$2.5M———
Envestnet Asset Management Inc
N/A—455,105-455,105-100%$2.0M———
Stifel Financial Corp
N/A—319,318-319,318-100%$1.4M———
Advisors Asset Management, Inc.
N/A—318,021-318,021-100%$1.4M———
Ethos Financial Group, LLC
N/A—251,267-251,267-100%$1.1M———
Invesco Ltd.
N/A—234,169-234,169-100%$1.1M———
AQR Capital Management LLC
N/A—215,058-215,058-100%$967.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—201,828-201,828-100%$908.2K———
Public Employees Retirement System of Ohio
N/A—196,814-196,814-100%$885.7K———
Point72 Asset Management, L.P.
N/A—182,745-182,745-100%$822.4K———
Cerity Partners LLC
N/A—162,005-162,005-100%$729.0K———
Callan Family Office, LLC
N/A—151,121-151,121-100%$680.1K———
Jump Financial, LLC
N/A—146,400-146,400-100%$658.8K———
Legal & General Group Plc
N/A—128,041-128,041-100%$576.8K———
UBS Asset Management Americas LLC
N/A—118,858-118,858-100%$534.9K———
Citadel Advisors LLC
N/A—114,650-114,650-100%$515.9K———
Vanguard Personalized Indexing Management, LLC
N/A—103,239-103,239-100%$464.6K———
Goldman Sachs Group Inc
N/A—99,184-99,184-100%$446.3K———
Guggenheim Capital LLC
N/A—92,598-92,598-100%$416.7K———
Sequoia Financial Advisors, LLC
N/A—89,652-89,652-100%$403.4K———
Qtron Investments LLC
N/A—76,517-76,517-100%$344.3K———
Ballentine Partners, LLC
N/A—74,946-74,946-100%$337.3K———
Nomura Asset Management Co LTD
N/A—73,000-73,000-100%$328.5K———
Northern Trust Corp
N/A—68,944-68,944-100%$310.2K———
Schroder Investment Management Group
N/A—67,543-67,543-100%$299.9K———
Focus Partners Wealth
N/A—65,799-65,799-100%$296.1K———
Rhumbline Advisers
N/A—49,107-49,107-100%$221.0K———
HRT Financial LP
N/A—45,870-45,870-100%$206.0K———
Bank of America Corp
N/A—43,535-43,535-100%$195.9K———
Virtus Investment Advisers, LLC
N/A—42,818-42,818-100%$192.7K———
Mariner, LLC
N/A—41,253-41,253-100%$185.6K———
QRG Capital Management, Inc.
N/A—38,367-38,367-100%$172.7K———
Vanguard Fiduciary Trust Co
N/A—37,231-37,231-100%$167.5K———
Two Sigma Investments, LP
N/A—37,200-37,200-100%$167.4K———
Inspire Advisors, LLC
N/A—36,264-36,264-100%$163.1K———
First Trust Advisors LP
N/A—28,227-28,227-100%$127.0K———
Gabelli Funds LLC
N/A—28,000-28,000-100%$126.0K———
JPMorgan Chase & Co
N/A—26,993-26,993-100%$119.8K———
Bulltick Wealth Management, LLC
N/A—26,589-26,589-100%$119.7K———
Sanctuary Advisors, LLC
N/A—25,605-25,605-100%$115.2K———
Silvercrest Asset Management Group LLC
N/A—24,725-24,725-100%$111.3K———
Advisory Services Network, LLC
N/A—22,642-22,642-100%$101.9K———
Manufacturers Life Insurance Company, the
N/A—21,738-21,738-100%$97.8K———
Mercer Global Advisors Inc
N/A—20,363-20,363-100%$91.6K———
Chelsea Counsel Co
N/A—20,000-20,000-100%$90.0K———
Osaic Holdings, Inc.
N/A—18,888-18,888-100%$85.0K———
O'shaughnessy Asset Management, LLC
N/A—17,610-17,610-100%$79.2K———
Cetera Investment Advisers
N/A—16,142-16,142-100%$72.6K———
Elequin Capital, LP
N/A—14,985-14,985-100%$67.4K———
Glenmede Trust Co NA
N/A—14,699-14,699-100%$66.1K———
OneAscent Investment Solutions LLC
N/A—14,427-14,427-100%$64.9K———
IEQ Capital, LLC
N/A—14,057-14,057-100%$63.3K———
MML Investors Services, LLC
N/A—13,547-13,547-100%$61.0K———
United Capital Financial Advisors, LLC
N/A—13,258-13,258-100%$59.7K———
Composition Wealth, LLC
N/A—12,518-12,518-100%$56.3K———
Engineers Gate Manager LP
N/A—12,063-12,063-100%$54.3K———
AXQ Capital, LP
N/A—10,631-10,631-100%$47.8K———
Brown Advisory Inc
N/A—10,517-10,517-100%$47.3K———
Rehmann Capital Advisory Group
N/A—10,243-10,243-100%$46.1K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—8,800-8,800-100%$39.6K———
Federation des caisses Desjardins du Quebec
N/A—7,000-7,000-100%$31.5K———
Rockefeller Capital Management L.P.
N/A—5,770-5,770-100%$26.0K———
Arax Advisory Partners
N/A—4,607-4,607-100%$20.7K———
Jones Financial Companies Lllp
N/A—3,839-3,839-100%$17.0K———
Northwestern Mutual Wealth Management Co
N/A—1,797-1,797-100%$8.1K———
BFC Planning, Inc.
N/A—956-956-100%$4.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—956-956-100%$4.3K———
Brown Brothers Harriman & Co
N/A—692-692-100%$3.1K———
Cornerstone Financial Management LLC
N/A—597-597-100%$2.7K———
Steward Partners Investment Advisory, LLC
N/A—554-554-100%$2.5K———
WealthCollab, LLC
N/A—482-482-100%$2.2K———
Fiduciary Financial Advisors
N/A—324-324-100%$1.5K———
SHP Wealth Management
N/A—200-200-100%$900———
IMA Advisory Services, Inc.
N/A—33-33-100%$149———
LRI Investments, LLC
N/A—24-24-100%$108———
Showing 188 of 188 institutions