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Ericsson (LM) TEL (ERIC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares15,919,890 from 2,877,998
Change+13,041,892 (+453%)
Value$145.7M (+$113.6M)
Filed 2026-11-04
Leuthold Group, LLC
INCREASED
Shares843,370 from 767,612
Change+75,758 (+10%)
Value$7.7M (-$842.0K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares680,935 from 805,802
Change-124,867 (-15%)
Value$6.2M (-$2.8M)
Filed 2026-11-05
Azzad Asset Management Inc
INCREASED
Shares573,108 from 543,430
Change+29,678 (+5%)
Value$5.2M (-$815.3K)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares558,215 from 520,054
Change+38,161 (+7%)
Value$5.1M (-$690.9K)
Filed 2026-11-04
Ritholtz Wealth Management
DECREASED
Shares451,707 from 491,224
Change-39,517 (-8%)
Value$4.1M (-$1.3M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares310,806 from 313,941
Change-3,135 (-1%)
Value$2.8M (-$656.6K)
Filed 2026-11-02
Legacy Wealth Asset Management, LLC
INCREASED
Shares273,620 from 177,468
Change+96,152 (+54%)
Value$2.5M (+$524.9K)
Filed 2026-10-09
Ethic Inc.
DECREASED
Shares259,587 from 297,588
Change-38,001 (-13%)
Value$2.4M (-$942.9K)
Filed 2026-11-03
Drum Hill Capital, LLC
INCREASED
Shares230,990 from 229,098
Change+1,892 (+1%)
Value$2.1M (-$440.9K)
Filed 2026-10-20
Henry James International Management Inc.
DECREASED
Shares222,988 from 223,042
Change-54 (0%)
Value$2.0M (-$446.6K)
Filed 2026-10-14
Crossmark Global Holdings, Inc.
DECREASED
Shares211,938 from 226,302
Change-14,364 (-6%)
Value$1.9M (-$584.0K)
Filed 2026-10-21
AlphaCore Capital LLC
INCREASED
Shares163,940 from 122,281
Change+41,659 (+34%)
Value$1.5M (+$161.0K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares148,077 from 161,432
Change-13,355 (-8%)
Value$1.4M (-$445.1K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares119,078 from 114,957
Change+4,121 (+4%)
Value$1.1M (-$192.2K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED
Shares115,342 from 159,732
Change-44,390 (-28%)
Value$1.1M (-$718.4K)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares113,855 from 106,114
Change+7,741 (+7%)
Value$1.0M (-$141.4K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares109,373 from 108,275
Change+1,098 (+1%)
Value$1.0M (-$206.5K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares108,852 from 163,748
Change-54,896 (-34%)
Value$996.0K (-$829.8K)
Filed 2026-11-03
Pavaki Capital Management LLC
UNCHANGED
Shares97,500 from 97,500
Change0 (0%)
Value$892.1K (-$195.0K)
Filed 2026-10-26
Eagle Harbor Asset Management Inc
NEW
Shares74,566
Change+74,566
Value$682.3K
Filed 2026-10-21
Quadrant Capital Group LLC
INCREASED
Shares73,547 from 72,687
Change+860 (+1%)
Value$714.1K (-$96.3K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares73,525 from 139,603
Change-66,078 (-47%)
Value$672.8K (-$883.8K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares71,368 from 51,199
Change+20,169 (+39%)
Value$653.0K (+$82.1K)
Filed 2026-10-27
Michels Family Financial, LLC
INCREASED
Shares69,895 from 69,067
Change+828 (+1%)
Value$639.5K (-$130.6K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares56,458 from 50,589
Change+5,869 (+12%)
Value$321.2K (+$20.8K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares53,036 from 47,329
Change+5,707 (+12%)
Value$485.3K (-$42.4K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares50,483 from 60,449
Change-9,966 (-16%)
Value$461.9K (-$212.1K)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares47,844
Change+47,844
Value$437.8K
Filed 2026-10-21
CIBC Asset Management Inc
NEW
Shares47,136
Change+47,136
Value$431.3K
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares43,990 from 32,973
Change+11,017 (+33%)
Value$409.0K (+$41.4K)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares41,468 from 51,335
Change-9,867 (-19%)
Value$379.4K (-$193.0K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares39,177 from 35,862
Change+3,315 (+9%)
Value$364.5K (-$24.7K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares39,087 from 38,724
Change+363 (+1%)
Value$357.6K (-$74.1K)
Filed 2026-10-13
Focused Alpha, LLC
INCREASED
Shares36,278 from 34,986
Change+1,292 (+4%)
Value$331.9K (-$58.2K)
Filed 2026-10-20
Viewpoint Investment Partners Corp
INCREASED
Shares36,200 from 33,400
Change+2,800 (+8%)
Value$331.2K (-$41.2K)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares34,743 from 43,534
Change-8,791 (-20%)
Value$318.0K (-$167.0K)
Filed 2026-10-26
Kathmere Capital Management, LLC
DECREASED
Shares34,116 from 37,851
Change-3,735 (-10%)
Value$312.2K (-$109.9K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED
Shares33,639 from 33,639
Change0 (0%)
Value$307.8K (-$67.3K)
Filed 2026-10-13
Versant Capital Management, Inc
DECREASED
Shares31,595 from 34,342
Change-2,747 (-8%)
Value$289.1K (-$93.8K)
Filed 2026-10-02
Xponance LLC
INCREASED
Shares30,892 from 25,124
Change+5,768 (+23%)
Value$282.7K (+$2.5K)
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares30,099
Change+30,099
Value$275.4K
Filed 2026-11-04
Net Worth Advisory Group
DECREASED
Shares27,620 from 31,990
Change-4,370 (-14%)
Value$254.5K (-$102.2K)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares27,588 from 27,773
Change-185 (-1%)
Value$252.4K (-$57.2K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares26,972 from 21,361
Change+5,611 (+26%)
Value$246.8K (+$8.6K)
Filed 2026-10-29
Bayforest Capital Ltd
INCREASED
Shares26,248 from 4,286
Change+21,962 (+512%)
Value$240.2K (+$192.4K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares23,347 from 24,207
Change-860 (-4%)
Value$213.6K (-$56.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares22,796 from 23,067
Change-271 (-1%)
Value$208.6K (-$48.6K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED
Shares22,645 from 23,645
Change-1,000 (-4%)
Value$215.1K (-$58.7K)
Filed 2026-10-13
Five Oceans Advisors
UNCHANGED
Shares21,739 from 21,739
Change0 (0%)
Value$198.9K (-$43.5K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED
Shares21,160 from 24,703
Change-3,543 (-14%)
Value$193.6K (-$81.8K)
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares20,912 from 11,200
Change+9,712 (+87%)
Value$224.0K (+$115.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares20,912 from 11,200
Change+9,712 (+87%)
Value$224.0K (+$115.7K)
Filed 2026-10-20
HF Advisory Group, LLC
INCREASED
Shares20,277 from 18,425
Change+1,852 (+10%)
Value$185.5K (-$19.9K)
Filed 2026-10-09
Gamma Investing LLC
DECREASED
Shares19,869 from 22,120
Change-2,251 (-10%)
Value$181.8K (-$64.8K)
Filed 2026-10-08
Hennessy Advisors Inc
INCREASED
Shares19,622 from 10,675
Change+8,947 (+84%)
Value$179.5K (+$60.5K)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED
Shares19,556 from 12,789
Change+6,767 (+53%)
Value$178.9K (+$36.3K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares18,427 from 36,027
Change-17,600 (-49%)
Value$168.6K (-$233.1K)
Filed 2026-10-28
Nilsine Partners, LLC
DECREASED
Shares18,400 from 18,469
Change-69 (0%)
Value$168.4K (-$37.6K)
Filed 2026-11-02
GW Henssler & Associates LTD
NEW
Shares18,256
Change+18,256
Value$167.0K
Filed 2026-10-26
Hedges Asset Management LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$164.7K (-$36.0K)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares17,785 from 18,858
Change-1,073 (-6%)
Value$162.7K (-$47.5K)
Filed 2026-11-03
Larry Mathis Financial Planning, LLC
DECREASED
Shares17,063 from 18,202
Change-1,139 (-6%)
Value$156.1K (-$46.8K)
Filed 2026-10-26
Aprio Wealth Management, LLC
DECREASED
Shares16,098 from 17,127
Change-1,029 (-6%)
Value$147.3K (-$43.7K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares15,562 from 21,951
Change-6,389 (-29%)
Value$142.4K (-$102.4K)
Filed 2026-10-30
Fulton Bank, N.A.
DECREASED
Shares15,379 from 19,846
Change-4,467 (-23%)
Value$140.7K (-$80.6K)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares15,000
Change+15,000
Value$143.0K
Filed 2026-10-14
LCM Capital Management Inc
DECREASED
Shares14,989 from 15,249
Change-260 (-2%)
Value$137.1K (-$32.9K)
Filed 2026-10-20
Yousif Capital Management, LLC
INCREASED
Shares14,891 from 12,576
Change+2,315 (+18%)
Value$136.3K (-$4.0K)
Filed 2026-10-22
May Hill Capital, LLC
DECREASED
Shares14,380 from 15,880
Change-1,500 (-9%)
Value$131.6K (-$45.5K)
Filed 2026-11-03
Retirement Solution LLC
INCREASED
Shares14,103 from 14,057
Change+46 (+0%)
Value$129.0K (-$27.7K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,850 from 21,271
Change-7,421 (-35%)
Value$127.0K (-$110.0K)
Filed 2026-11-02
Imc-Chicago, LLC
DECREASED
Shares13,425 from 24,784
Change-11,359 (-46%)
Value$122.8K (-$153.5K)
Filed 2026-11-05
Fulcrum Asset Management LLP
UNCHANGED
Shares13,120 from 13,120
Change0 (0%)
Value$122.3K (-$24.0K)
Filed 2026-11-04
Baron Wealth Management LLC
DECREASED
Shares12,986 from 13,955
Change-969 (-7%)
Value$118.8K (-$36.8K)
Filed 2026-10-27
HB Wealth Management, LLC
DECREASED
Shares12,907 from 14,403
Change-1,496 (-10%)
Value$118.1K (-$42.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares12,465 from 13,009
Change-544 (-4%)
Value$114.1K (-$31.0K)
Filed 2026-10-08
Williams & Novak Wealth Management, LLC
INCREASED
Shares12,440 from 12,274
Change+166 (+1%)
Value$113.8K (-$23.0K)
Filed 2026-10-09
SYM Financial Corp
INCREASED
Shares12,254 from 11,202
Change+1,052 (+9%)
Value$112.1K (-$12.8K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares12,223 from 15,105
Change-2,882 (-19%)
Value$111.8K (-$56.6K)
Filed 2026-10-30
Crestwood Advisors Group, LLC
DECREASED
Shares11,569 from 12,003
Change-434 (-4%)
Value$105.9K (-$28.0K)
Filed 2026-10-27
626 Financial, LLC
UNCHANGED
Shares11,460 from 11,460
Change0 (0%)
Value$104.9K (-$22.9K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares11,291 from 11,290
Change+1 (+0%)
Value$103.3K (-$22.6K)
Filed 2026-11-04
Kestra Advisory Services, LLC
NEW
Shares11,106
Change+11,106
Value$101.6K
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares10,961 from 11,929
Change-968 (-8%)
Value$100.3K (-$32.7K)
Filed 2026-10-28
Leonteq Securities AG
DECREASED
Shares10,844 from 11,673
Change-829 (-7%)
Value$99.2K (-$30.9K)
Filed 2026-10-29
Cromwell Holdings LLC
INCREASED
Shares10,783 from 10,276
Change+507 (+5%)
Value$100.0K (-$14.6K)
Filed 2026-10-28
Gateway Investment Advisers LLC
DECREASED
Shares10,573 from 31,688
Change-21,115 (-67%)
Value$96.7K (-$256.6K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares10,556 from 14,447
Change-3,891 (-27%)
Value$96.6K (-$64.5K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares10,117 from 7,445
Change+2,672 (+36%)
Value$92.6K (+$9.6K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares10,107 from 32,717
Change-22,610 (-69%)
Value$92.5K (-$272.3K)
Filed 2026-10-28
D.A. Davidson & Co.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$91.5K (-$20.0K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares9,995 from 26,976
Change-16,981 (-63%)
Value$91.5K (-$209.3K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares9,780 from 7,125
Change+2,655 (+37%)
Value$89.5K (+$10.0K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares7,499 from 7,499
Change0 (0%)
Value$68.6K (-$15.0K)
Filed 2026-10-23
Grove Bank & Trust
DECREASED
Shares6,361 from 6,399
Change-38 (-1%)
Value$58.2K (-$13.1K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,669 from 5,943
Change-274 (-5%)
Value$51.9K (-$14.4K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares4,969 from 4,969
Change0 (0%)
Value$46.2K (-$9.2K)
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares4,603 from 4,603
Change0 (0%)
Value$42.1K (-$9.2K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED
Shares4,232 from 4,232
Change0 (0%)
Value$38.7K (-$8.5K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,403 from 3,403
Change0 (0%)
Value$31.1K (-$6.8K)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$24.7K (-$5.4K)
Filed 2026-10-14
WPG Advisers, LLC
INCREASED
Shares2,658 from 1,545
Change+1,113 (+72%)
Value$24.3K (+$7.1K)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$23.8K (-$5.2K)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
DECREASED
Shares2,481 from 2,511
Change-30 (-1%)
Value$22.7K (-$5.3K)
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares2,334 from 2,025
Change+309 (+15%)
Value$21.4K (-$1.2K)
Filed 2026-10-07
GF Fund Management Co. Ltd.
NEW
Shares2,325
Change+2,325
Value$21.3K
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares2,090 from 1,925
Change+165 (+9%)
Value$19.1K (-$2.3K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$18.3K (-$4.0K)
Filed 2026-10-13
Manchester Capital Management LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$17.7K (-$3.9K)
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$17.4K (-$3.8K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares1,725 from 2,869
Change-1,144 (-40%)
Value$15.8K (-$16.2K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,721 from 21,314
Change-19,593 (-92%)
Value$15.7K (-$221.9K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares1,720 from 4,357
Change-2,637 (-61%)
Value$15.7K (-$32.8K)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares1,645 from 1,681
Change-36 (-2%)
Value$15.1K (-$3.7K)
Filed 2026-10-05
Nisa Investment Advisors, LLC
DECREASED
Shares1,401 from 1,639
Change-238 (-15%)
Value$12.8K (-$5.5K)
Filed 2026-10-20
James T. Borello RIA
DECREASED
Shares1,237 from 1,538
Change-301 (-20%)
Value$11.3K (-$5.8K)
Filed 2026-10-16
Burk Holdings LLC
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$9.9K (-$2.2K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares1,034
Change+1,034
Value$9.5K
Filed 2026-10-30
NBH Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.2K (-$2.0K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares983 from 1,442
Change-459 (-32%)
Value$9.0K (-$6.7K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares918
Change+918
Value$8.4K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares871
Change+871
Value$8.0K
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$7.9K (-$1.7K)
Filed 2026-11-03
Financial Consulate, Inc
INCREASED
Shares856 from 796
Change+60 (+8%)
Value$7.9K (-$1.0K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares848 from 608
Change+240 (+39%)
Value$7.8K (+$980)
Filed 2026-10-07
Bell Investment Advisors, Inc
DECREASED
Shares782 from 1,296
Change-514 (-40%)
Value$7.2K (-$7.3K)
Filed 2026-10-29
West Financial Advisors, LLC
NEW
Shares732
Change+732
Value$6.7K
Filed 2026-10-22
Proathlete Wealth Management LLC
NEW
Shares729
Change+729
Value$6.7K
Filed 2026-10-15
SBI Securities Co., Ltd.
DECREASED
Shares596 from 787
Change-191 (-24%)
Value$5.5K (-$3.3K)
Filed 2026-10-22
True Wealth Design, LLC
DECREASED
Shares595 from 1,037
Change-442 (-43%)
Value$5.4K (-$6.1K)
Filed 2026-10-13
Investors Research Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.6K (-$1.0K)
Filed 2026-10-07
Parkside Financial Bank & Trust
DECREASED
Shares464 from 789
Change-325 (-41%)
Value$4.2K (-$4.6K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$4.2K (-$755)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$3.2K (-$704)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares341 from 325
Change+16 (+5%)
Value$3.1K (-$504)
Filed 2026-10-29
Ascentis Wealth Management, LLC
DECREASED
Shares329 from 455
Change-126 (-28%)
Value$3.0K (-$2.1K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares291 from 195
Change+96 (+49%)
Value$2.7K (+$488)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares254 from 340
Change-86 (-25%)
Value$2.3K (-$1.5K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$2.3K (-$463)
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$1.9K (-$416)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares200 from 50
Change+150 (+300%)
Value$1.8K (+$1.3K)
Filed 2026-11-02
Creative Financial Designs Inc
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$1.7K (-$362)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares168
Change+168
Value$1.5K
Filed 2026-10-19
Breakwater Investment Management
INCREASED
Shares167 from 132
Change+35 (+27%)
Value$1.5K (+$57)
Filed 2026-10-20
Retirement Wealth Solutions LLC
DECREASED
Shares149 from 380
Change-231 (-61%)
Value$1.4K (-$2.9K)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
DECREASED
Shares141 from 281
Change-140 (-50%)
Value$1.3K (-$1.8K)
Filed 2026-11-05
American Capital Advisory, LLC
INCREASED
Shares119 from 111
Change+8 (+7%)
Value$1.1K (-$149)
Filed 2026-10-28
Planning Strategies Inc.
NEW
Shares109
Change+109
Value$997
Filed 2026-10-02
Spire Wealth Management
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$964 (-$211)
Filed 2026-10-30
MV Capital Management, Inc.
DECREASED
Shares94 from 148
Change-54 (-36%)
Value$861 (-$790)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares85 from 256
Change-171 (-67%)
Value$778 (-$2.1K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares80
Change+80
Value$732
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$714 (-$156)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$549 (-$120)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$522 (-$114)
Filed 2026-10-27
Highline Wealth Partners LLC
DECREASED
Shares54 from 82
Change-28 (-34%)
Value$494 (-$420)
Filed 2026-10-19
Arlington Trust Co LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$467 (-$102)
Filed 2026-10-20
Elyxium Wealth, LLC
NEW
Shares44
Change+44
Value$403
Filed 2026-10-27
Inspire Investing, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$288 (-$63)
Filed 2026-10-22
Abound Wealth Management
DECREASED
Shares24 from 29
Change-5 (-17%)
Value$220 (-$104)
Filed 2026-10-26
Ares Financial Consulting, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$220 (-$48)
Filed 2026-10-19
Gilpin Wealth Management, LLC
NEW
Shares12
Change+12
Value$110
Filed 2026-10-09
Monetary Solutions, Ltd
DECREASED
Shares11 from 26
Change-15 (-58%)
Value$101 (-$189)
Filed 2026-10-22
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 43,699
Change-43,699 (-100%)
Value$0 (-$487.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
CLOSED
Shares0 from 40,547
Change-40,547 (-100%)
Value$0 (-$452.1K)
Filed 2026-10-26
Gryphon Financial Partners LLC
CLOSED
Shares0 from 39,468
Change-39,468 (-100%)
Value$0 (-$440.1K)
Filed 2026-11-04
Atria Investments, Inc
CLOSED
Shares0 from 39,201
Change-39,201 (-100%)
Value$0 (-$437.1K)
Filed 2026-10-15
Dutch Asset Corp
CLOSED
Shares0 from 25,509
Change-25,509 (-100%)
Value$0 (-$284.4K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 21,790
Change-21,790 (-100%)
Value$0 (-$243.0K)
Filed 2026-11-05
Westover Capital Advisors, LLC
CLOSED
Shares0 from 18,700
Change-18,700 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-26
Alhambra Investment Management LLC
CLOSED
Shares0 from 16,629
Change-16,629 (-100%)
Value$0 (-$185.4K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 12,184
Change-12,184 (-100%)
Value$0 (-$135.9K)
Filed 2026-10-15
Bingham Private Wealth, LLC
CLOSED
Shares0 from 12,030
Change-12,030 (-100%)
Value$0 (-$134.1K)
Filed 2026-11-05
Brucke Financial, Inc.
CLOSED
Shares0 from 11,627
Change-11,627 (-100%)
Value$0 (-$129.6K)
Filed 2026-10-23
International Private Wealth Advisors LLC
CLOSED
Shares0 from 11,486
Change-11,486 (-100%)
Value$0 (-$128.1K)
Filed 2026-11-05
Sowell Financial Services LLC
CLOSED
Shares0 from 10,655
Change-10,655 (-100%)
Value$0 (-$118.8K)
Filed 2026-10-23
Endowment Wealth Management, Inc.
CLOSED
Shares0 from 10,008
Change-10,008 (-100%)
Value$0 (-$111.6K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,520
Change-1,520 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-26
Bare Financial Services, Inc
CLOSED
Shares0 from 1,134
Change-1,134 (-100%)
Value$0 (-$12.6K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-15
Gleason Group, Inc.
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 311
Change-311 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-16
SJS Investment Consulting Inc.
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$575)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$279)
Filed 2026-10-27
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 68,701,573
Change-68,701,573 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 62,033,988
Change-62,033,988 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 41,613,613
Change-41,613,613 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,278,177
Change-15,278,177 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 15,176,534
Change-15,176,534 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,165,152
Change-13,165,152 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,135,835
Change-8,135,835 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,063,933
Change-6,063,933 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,209,245
Change-5,209,245 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,168,852
Change-5,168,852 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,051,269
Change-5,051,269 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 4,494,701
Change-4,494,701 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,077,200
Change-4,077,200 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,111,853
Change-3,111,853 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,708,417
Change-2,708,417 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,706,784
Change-2,706,784 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,641,673
Change-2,641,673 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,213,652
Change-2,213,652 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,938,139
Change-1,938,139 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,907,816
Change-1,907,816 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,851,101
Change-1,851,101 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,812,218
Change-1,812,218 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,503,984
Change-1,503,984 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,418,076
Change-1,418,076 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,250,507
Change-1,250,507 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,154,433
Change-1,154,433 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,153,868
Change-1,153,868 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,024,396
Change-1,024,396 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 994,178
Change-994,178 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 925,304
Change-925,304 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 914,801
Change-914,801 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 914,801
Change-914,801 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 801,508
Change-801,508 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 671,181
Change-671,181 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 668,388
Change-668,388 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 636,954
Change-636,954 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 622,693
Change-622,693 (-100%)
Value—
Barclays PLC
N/A
Shares— from 586,607
Change-586,607 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 585,028
Change-585,028 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 564,480
Change-564,480 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 562,771
Change-562,771 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 514,065
Change-514,065 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 480,026
Change-480,026 (-100%)
Value—
Amundi
N/A
Shares— from 461,388
Change-461,388 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 446,931
Change-446,931 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 399,989
Change-399,989 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 386,116
Change-386,116 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 369,959
Change-369,959 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 336,086
Change-336,086 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 317,254
Change-317,254 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 311,000
Change-311,000 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 297,500
Change-297,500 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 281,892
Change-281,892 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 279,521
Change-279,521 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 259,685
Change-259,685 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 246,951
Change-246,951 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 243,015
Change-243,015 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 237,581
Change-237,581 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 227,672
Change-227,672 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 219,711
Change-219,711 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 215,521
Change-215,521 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 214,419
Change-214,419 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 210,984
Change-210,984 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 206,994
Change-206,994 (-100%)
Value—
Boston Partners
N/A
Shares— from 201,208
Change-201,208 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 198,500
Change-198,500 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 196,942
Change-196,942 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 180,161
Change-180,161 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 171,090
Change-171,090 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 155,626
Change-155,626 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 153,846
Change-153,846 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 153,115
Change-153,115 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 146,823
Change-146,823 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 145,797
Change-145,797 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 138,963
Change-138,963 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 131,691
Change-131,691 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 129,388
Change-129,388 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 127,469
Change-127,469 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 119,044
Change-119,044 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 115,600
Change-115,600 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 105,984
Change-105,984 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 103,416
Change-103,416 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 102,570
Change-102,570 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 96,939
Change-96,939 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 95,104
Change-95,104 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 93,083
Change-93,083 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 92,817
Change-92,817 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 92,642
Change-92,642 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 90,475
Change-90,475 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 89,272
Change-89,272 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 88,496
Change-88,496 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 87,695
Change-87,695 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 79,764
Change-79,764 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 78,680
Change-78,680 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 75,478
Change-75,478 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 74,560
Change-74,560 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 73,487
Change-73,487 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 72,761
Change-72,761 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 69,902
Change-69,902 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 66,637
Change-66,637 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 65,068
Change-65,068 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 64,778
Change-64,778 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 63,410
Change-63,410 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 62,734
Change-62,734 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 61,637
Change-61,637 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 61,525
Change-61,525 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 61,373
Change-61,373 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 58,602
Change-58,602 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 57,985
Change-57,985 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 57,731
Change-57,731 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 56,028
Change-56,028 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 54,581
Change-54,581 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 51,242
Change-51,242 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48,066
Change-48,066 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 47,318
Change-47,318 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 46,012
Change-46,012 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 45,049
Change-45,049 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 43,962
Change-43,962 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 43,302
Change-43,302 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 43,024
Change-43,024 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 41,712
Change-41,712 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,165
Change-41,165 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 40,561
Change-40,561 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 37,302
Change-37,302 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,037
Change-37,037 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 35,888
Change-35,888 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,322
Change-35,322 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 35,092
Change-35,092 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 35,001
Change-35,001 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 34,799
Change-34,799 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 34,527
Change-34,527 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 29,916
Change-29,916 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 29,861
Change-29,861 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 29,408
Change-29,408 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 26,784
Change-26,784 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 26,600
Change-26,600 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 26,019
Change-26,019 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,806
Change-24,806 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 24,718
Change-24,718 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 24,020
Change-24,020 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 23,856
Change-23,856 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 23,548
Change-23,548 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,238
Change-23,238 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 20,632
Change-20,632 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 20,621
Change-20,621 (-100%)
Value—
&partners
N/A
Shares— from 19,935
Change-19,935 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 19,720
Change-19,720 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,209
Change-19,209 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 19,201
Change-19,201 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,078
Change-19,078 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 18,265
Change-18,265 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 17,381
Change-17,381 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 17,274
Change-17,274 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 17,185
Change-17,185 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 16,962
Change-16,962 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 16,216
Change-16,216 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 15,794
Change-15,794 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 15,499
Change-15,499 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 15,433
Change-15,433 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,206
Change-14,206 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,274
Change-13,274 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 12,613
Change-12,613 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,238
Change-12,238 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,612
Change-11,612 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
State Street Corp
N/A
Shares— from 10,930
Change-10,930 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,892
Change-10,892 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 910
Change-910 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 465
Change-465 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
BNP Paribas
N/A
Shares— from 400
Change-400 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 281
Change-281 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 254
Change-254 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 149
Change-149 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Motco
N/A
Shares— from 102
Change-102 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 72
Change-72 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Citigroup Inc
INCREASED15,919,8902,877,998+13,041,892+453%$32.1M$145.7M+$113.6M2026-11-04
Leuthold Group, LLC
INCREASED843,370767,612+75,758+10%$8.6M$7.7M-$842.0K2026-11-04
US Bancorp \de\
DECREASED680,935805,802-124,867-15%$9.0M$6.2M-$2.8M2026-11-05
Azzad Asset Management Inc
INCREASED573,108543,430+29,678+5%$6.1M$5.2M-$815.3K2026-11-04
Dimensional Fund Advisors LP
INCREASED558,215520,054+38,161+7%$5.8M$5.1M-$690.9K2026-11-04
Ritholtz Wealth Management
DECREASED451,707491,224-39,517-8%$5.5M$4.1M-$1.3M2026-11-05
MacKenzie Financial Corp
DECREASED310,806313,941-3,135-1%$3.5M$2.8M-$656.6K2026-11-02
Legacy Wealth Asset Management, LLC
INCREASED273,620177,468+96,152+54%$2.0M$2.5M+$524.9K2026-10-09
Ethic Inc.
DECREASED259,587297,588-38,001-13%$3.3M$2.4M-$942.9K2026-11-03
Drum Hill Capital, LLC
INCREASED230,990229,098+1,892+1%$2.6M$2.1M-$440.9K2026-10-20
Henry James International Management Inc.
DECREASED222,988223,042-540%$2.5M$2.0M-$446.6K2026-10-14
Crossmark Global Holdings, Inc.
DECREASED211,938226,302-14,364-6%$2.5M$1.9M-$584.0K2026-10-21
AlphaCore Capital LLC
INCREASED163,940122,281+41,659+34%$1.4M$1.5M+$161.0K2026-11-04
Bank of New York Mellon Corp
DECREASED148,077161,432-13,355-8%$1.8M$1.4M-$445.1K2026-11-05
Vise Technologies, Inc.
INCREASED119,078114,957+4,121+4%$1.3M$1.1M-$192.2K2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED115,342159,732-44,390-28%$1.8M$1.1M-$718.4K2026-11-05
Vest Financial, LLC
INCREASED113,855106,114+7,741+7%$1.2M$1.0M-$141.4K2026-10-21
Creative Planning
INCREASED109,373108,275+1,098+1%$1.2M$1.0M-$206.5K2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED108,852163,748-54,896-34%$1.8M$996.0K-$829.8K2026-11-03
Pavaki Capital Management LLC
UNCHANGED97,50097,50000%$1.1M$892.1K-$195.0K2026-10-26
Eagle Harbor Asset Management Inc
NEW74,566—+74,566——$682.3K—2026-10-21
Quadrant Capital Group LLC
INCREASED73,54772,687+860+1%$810.5K$714.1K-$96.3K2026-10-20
Assetmark, Inc
DECREASED73,525139,603-66,078-47%$1.6M$672.8K-$883.8K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED71,36851,199+20,169+39%$570.9K$653.0K+$82.1K2026-10-27
Michels Family Financial, LLC
INCREASED69,89569,067+828+1%$770.1K$639.5K-$130.6K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED56,45850,589+5,869+12%$300.4K$321.2K+$20.8K2026-10-13
Profund Advisors LLC
INCREASED53,03647,329+5,707+12%$527.7K$485.3K-$42.4K2026-10-29
Compound Planning, Inc.
DECREASED50,48360,449-9,966-16%$674.0K$461.9K-$212.1K2026-11-05
First Affirmative Financial Network
NEW47,844—+47,844——$437.8K—2026-10-21
CIBC Asset Management Inc
NEW47,136—+47,136——$431.3K—2026-11-05
First Command Advisory Services, Inc.
INCREASED43,99032,973+11,017+33%$367.6K$409.0K+$41.4K2026-11-05
Keybank National Association
DECREASED41,46851,335-9,867-19%$572.4K$379.4K-$193.0K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED39,17735,862+3,315+9%$389.3K$364.5K-$24.7K2026-11-04
Aaron Wealth Advisors LLC
INCREASED39,08738,724+363+1%$431.8K$357.6K-$74.1K2026-10-13
Focused Alpha, LLC
INCREASED36,27834,986+1,292+4%$390.1K$331.9K-$58.2K2026-10-20
Viewpoint Investment Partners Corp
INCREASED36,20033,400+2,800+8%$372.4K$331.2K-$41.2K2026-10-26
Park Avenue Securities LLC
DECREASED34,74343,534-8,791-20%$485.0K$318.0K-$167.0K2026-10-26
Kathmere Capital Management, LLC
DECREASED34,11637,851-3,735-10%$422.0K$312.2K-$109.9K2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED33,63933,63900%$375.1K$307.8K-$67.3K2026-10-13
Versant Capital Management, Inc
DECREASED31,59534,342-2,747-8%$382.9K$289.1K-$93.8K2026-10-02
Xponance LLC
INCREASED30,89225,124+5,768+23%$280.1K$282.7K+$2.5K2026-11-03
Rose Capital Advisors LLC
NEW30,099—+30,099——$275.4K—2026-11-04
Net Worth Advisory Group
DECREASED27,62031,990-4,370-14%$356.7K$254.5K-$102.2K2026-10-20
Choreo, LLC
DECREASED27,58827,773-185-1%$309.7K$252.4K-$57.2K2026-10-28
Trek Financial, LLC
INCREASED26,97221,361+5,611+26%$238.2K$246.8K+$8.6K2026-10-29
Bayforest Capital Ltd
INCREASED26,2484,286+21,962+512%$47.8K$240.2K+$192.4K2026-11-03
Contravisory Investment Management, Inc.
DECREASED23,34724,207-860-4%$269.9K$213.6K-$56.3K2026-10-13
Commonwealth Equity Services, LLC
DECREASED22,79623,067-271-1%$257.2K$208.6K-$48.6K2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED22,64523,645-1,000-4%$273.8K$215.1K-$58.7K2026-10-13
Five Oceans Advisors
UNCHANGED21,73921,73900%$242.4K$198.9K-$43.5K2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED21,16024,703-3,543-14%$275.4K$193.6K-$81.8K2026-10-21
Diversify Advisory Services, LLC
INCREASED20,91211,200+9,712+87%$108.3K$224.0K+$115.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED20,91211,200+9,712+87%$108.3K$224.0K+$115.7K2026-10-20
HF Advisory Group, LLC
INCREASED20,27718,425+1,852+10%$205.4K$185.5K-$19.9K2026-10-09
Gamma Investing LLC
DECREASED19,86922,120-2,251-10%$246.6K$181.8K-$64.8K2026-10-08
Hennessy Advisors Inc
INCREASED19,62210,675+8,947+84%$119.0K$179.5K+$60.5K2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED19,55612,789+6,767+53%$142.6K$178.9K+$36.3K2026-10-15
TD Private Client Wealth LLC
DECREASED18,42736,027-17,600-49%$401.7K$168.6K-$233.1K2026-10-28
Nilsine Partners, LLC
DECREASED18,40018,469-690%$205.9K$168.4K-$37.6K2026-11-02
GW Henssler & Associates LTD
NEW18,256—+18,256——$167.0K—2026-10-26
Hedges Asset Management LLC
UNCHANGED18,00018,00000%$200.7K$164.7K-$36.0K2026-10-29
RFG Advisory, LLC
DECREASED17,78518,858-1,073-6%$210.3K$162.7K-$47.5K2026-11-03
Larry Mathis Financial Planning, LLC
DECREASED17,06318,202-1,139-6%$203.0K$156.1K-$46.8K2026-10-26
Aprio Wealth Management, LLC
DECREASED16,09817,127-1,029-6%$191.0K$147.3K-$43.7K2026-10-28
Truist Financial Corp
DECREASED15,56221,951-6,389-29%$244.8K$142.4K-$102.4K2026-10-30
Fulton Bank, N.A.
DECREASED15,37919,846-4,467-23%$221.3K$140.7K-$80.6K2026-10-14
Sanders Morris Harris LLC
NEW15,000—+15,000——$143.0K—2026-10-14
LCM Capital Management Inc
DECREASED14,98915,249-260-2%$170.0K$137.1K-$32.9K2026-10-20
Yousif Capital Management, LLC
INCREASED14,89112,576+2,315+18%$140.2K$136.3K-$4.0K2026-10-22
May Hill Capital, LLC
DECREASED14,38015,880-1,500-9%$177.1K$131.6K-$45.5K2026-11-03
Retirement Solution LLC
INCREASED14,10314,057+46+0%$156.7K$129.0K-$27.7K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED13,85021,271-7,421-35%$237.0K$127.0K-$110.0K2026-11-02
Imc-Chicago, LLC
DECREASED13,42524,784-11,359-46%$276.3K$122.8K-$153.5K2026-11-05
Fulcrum Asset Management LLP
UNCHANGED13,12013,12000%$146.3K$122.3K-$24.0K2026-11-04
Baron Wealth Management LLC
DECREASED12,98613,955-969-7%$155.6K$118.8K-$36.8K2026-10-27
HB Wealth Management, LLC
DECREASED12,90714,403-1,496-10%$160.6K$118.1K-$42.5K2026-10-23
Farther Finance Advisors, LLC
DECREASED12,46513,009-544-4%$145.1K$114.1K-$31.0K2026-10-08
Williams & Novak Wealth Management, LLC
INCREASED12,44012,274+166+1%$136.9K$113.8K-$23.0K2026-10-09
SYM Financial Corp
INCREASED12,25411,202+1,052+9%$124.9K$112.1K-$12.8K2026-10-26
Ascent Group, LLC
DECREASED12,22315,105-2,882-19%$168.4K$111.8K-$56.6K2026-10-30
Crestwood Advisors Group, LLC
DECREASED11,56912,003-434-4%$133.8K$105.9K-$28.0K2026-10-27
626 Financial, LLC
UNCHANGED11,46011,46000%$127.8K$104.9K-$22.9K2026-11-04
Csenge Advisory Group
INCREASED11,29111,290+1+0%$125.9K$103.3K-$22.6K2026-11-04
Kestra Advisory Services, LLC
NEW11,106—+11,106——$101.6K—2026-11-02
Sage Rhino Capital LLC
DECREASED10,96111,929-968-8%$133.0K$100.3K-$32.7K2026-10-28
Leonteq Securities AG
DECREASED10,84411,673-829-7%$130.2K$99.2K-$30.9K2026-10-29
Cromwell Holdings LLC
INCREASED10,78310,276+507+5%$114.6K$100.0K-$14.6K2026-10-28
Gateway Investment Advisers LLC
DECREASED10,57331,688-21,115-67%$353.3K$96.7K-$256.6K2026-10-13
HUB Investment Partners, LLC
DECREASED10,55614,447-3,891-27%$161.1K$96.6K-$64.5K2026-11-03
Signaturefd, LLC
INCREASED10,1177,445+2,672+36%$83.0K$92.6K+$9.6K2026-10-23
MGO One Seven LLC
DECREASED10,10732,717-22,610-69%$364.8K$92.5K-$272.3K2026-10-28
D.A. Davidson & Co.
UNCHANGED10,00010,00000%$111.5K$91.5K-$20.0K2026-10-28
Blue Trust, Inc.
DECREASED9,99526,976-16,981-63%$300.8K$91.5K-$209.3K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED9,7807,125+2,655+37%$79.4K$89.5K+$10.0K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED7,4997,49900%$83.6K$68.6K-$15.0K2026-10-23
Grove Bank & Trust
DECREASED6,3616,399-38-1%$71.3K$58.2K-$13.1K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED5,6695,943-274-5%$66.3K$51.9K-$14.4K2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED4,9694,96900%$55.4K$46.2K-$9.2K2026-10-30
Financial Perspectives, Inc
UNCHANGED4,6034,60300%$51.3K$42.1K-$9.2K2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED4,2324,23200%$47.2K$38.7K-$8.5K2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED3,4033,40300%$37.9K$31.1K-$6.8K2026-10-21
Triumph Capital Management
UNCHANGED2,7012,70100%$30.1K$24.7K-$5.4K2026-10-14
WPG Advisers, LLC
INCREASED2,6581,545+1,113+72%$17.2K$24.3K+$7.1K2026-10-27
Wolff Wiese Magana LLC
UNCHANGED2,6032,60300%$29.0K$23.8K-$5.2K2026-10-15
Owl Creek Wealth Partners LLC
DECREASED2,4812,511-30-1%$28.0K$22.7K-$5.3K2026-10-20
MJT & Associates Financial Advisory Group, Inc.
INCREASED2,3342,025+309+15%$22.6K$21.4K-$1.2K2026-10-07
GF Fund Management Co. Ltd.
NEW2,325—+2,325——$21.3K—2026-10-26
Larson Financial Group LLC
INCREASED2,0901,925+165+9%$21.5K$19.1K-$2.3K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED2,0002,00000%$22.3K$18.3K-$4.0K2026-10-13
Manchester Capital Management LLC
UNCHANGED1,9351,93500%$21.6K$17.7K-$3.9K2026-10-22
Central Trust Co
UNCHANGED1,9001,90000%$21.2K$17.4K-$3.8K2026-11-05
Private Trust Co NA
DECREASED1,7252,869-1,144-40%$32.0K$15.8K-$16.2K2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED1,72121,314-19,593-92%$237.7K$15.7K-$221.9K2026-10-29
Parallel Advisors, LLC
DECREASED1,7204,357-2,637-61%$48.6K$15.7K-$32.8K2026-11-03
Eastern Bank
DECREASED1,6451,681-36-2%$18.7K$15.1K-$3.7K2026-10-05
Nisa Investment Advisors, LLC
DECREASED1,4011,639-238-15%$18.3K$12.8K-$5.5K2026-10-20
James T. Borello RIA
DECREASED1,2371,538-301-20%$17.1K$11.3K-$5.8K2026-10-16
Burk Holdings LLC
UNCHANGED1,0861,08600%$12.1K$9.9K-$2.2K2026-11-05
Provenance Wealth Advisors, LLC
NEW1,034—+1,034——$9.5K—2026-10-30
NBH Bank
UNCHANGED1,0001,00000%$11.2K$9.2K-$2.0K2026-11-05
Salomon & Ludwin, LLC
DECREASED9831,442-459-32%$15.7K$9.0K-$6.7K2026-10-29
Root Financial Partners, LLC
NEW918—+918——$8.4K—2026-10-21
Latitude Advisors, LLC
NEW871—+871——$8.0K—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED85985900%$9.6K$7.9K-$1.7K2026-11-03
Financial Consulate, Inc
INCREASED856796+60+8%$8.9K$7.9K-$1.0K2026-10-23
Elevation Wealth Partners, LLC
INCREASED848608+240+39%$6.8K$7.8K+$9802026-10-07
Bell Investment Advisors, Inc
DECREASED7821,296-514-40%$14.5K$7.2K-$7.3K2026-10-29
West Financial Advisors, LLC
NEW732—+732——$6.7K—2026-10-22
Proathlete Wealth Management LLC
NEW729—+729——$6.7K—2026-10-15
SBI Securities Co., Ltd.
DECREASED596787-191-24%$8.8K$5.5K-$3.3K2026-10-22
True Wealth Design, LLC
DECREASED5951,037-442-43%$11.6K$5.4K-$6.1K2026-10-13
Investors Research Corp
UNCHANGED50050000%$5.6K$4.6K-$1.0K2026-10-07
Parkside Financial Bank & Trust
DECREASED464789-325-41%$8.8K$4.2K-$4.6K2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED45745700%$5.0K$4.2K-$7552026-10-16
Mather Group, Llc.
UNCHANGED35235200%$3.9K$3.2K-$7042026-10-14
Signature Equity Partners, LLC
INCREASED341325+16+5%$3.6K$3.1K-$5042026-10-29
Ascentis Wealth Management, LLC
DECREASED329455-126-28%$5.1K$3.0K-$2.1K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED291195+96+49%$2.2K$2.7K+$4882026-10-20
Fifth Third Bancorp
DECREASED254340-86-25%$3.8K$2.3K-$1.5K2026-11-05
Montag A & Associates Inc
UNCHANGED25025000%$2.8K$2.3K-$4632026-10-29
Nemes Rush Group LLC
UNCHANGED20820800%$2.3K$1.9K-$4162026-11-04
Rakuten Securities, Inc.
INCREASED20050+150+300%$558$1.8K+$1.3K2026-11-02
Creative Financial Designs Inc
UNCHANGED18118100%$2.0K$1.7K-$3622026-11-04
UMB Private Wealth Management, LLC
NEW168—+168——$1.5K—2026-10-19
Breakwater Investment Management
INCREASED167132+35+27%$1.5K$1.5K+$572026-10-20
Retirement Wealth Solutions LLC
DECREASED149380-231-61%$4.2K$1.4K-$2.9K2026-10-07
Silver Grove Financial Group, Inc.
DECREASED141281-140-50%$3.1K$1.3K-$1.8K2026-11-05
American Capital Advisory, LLC
INCREASED119111+8+7%$1.2K$1.1K-$1492026-10-28
Planning Strategies Inc.
NEW109—+109——$997—2026-10-02
Spire Wealth Management
UNCHANGED10510500%$1.2K$964-$2112026-10-30
MV Capital Management, Inc.
DECREASED94148-54-36%$1.7K$861-$7902026-10-29
IFP Advisors, Inc
DECREASED85256-171-67%$2.9K$778-$2.1K2026-10-16
Jacobi Capital Management LLC
NEW80—+80——$732—2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED787800%$870$714-$1562026-10-15
Key FInancial Inc
UNCHANGED606000%$669$549-$1202026-11-02
North Star Investment Management Corp.
UNCHANGED575700%$636$522-$1142026-10-27
Highline Wealth Partners LLC
DECREASED5482-28-34%$914$494-$4202026-10-19
Arlington Trust Co LLC
UNCHANGED515100%$569$467-$1022026-10-20
Elyxium Wealth, LLC
NEW44—+44——$403—2026-10-27
Inspire Investing, LLC
UNCHANGED313100%$351$288-$632026-10-22
Abound Wealth Management
DECREASED2429-5-17%$324$220-$1042026-10-26
Ares Financial Consulting, LLC
UNCHANGED242400%$268$220-$482026-10-19
Gilpin Wealth Management, LLC
NEW12—+12——$110—2026-10-09
Monetary Solutions, Ltd
DECREASED1126-15-58%$290$101-$1892026-10-22
Burns Matteson Capital Management, LLC
CLOSED043,699-43,699-100%$487.2K$0-$487.2K2026-10-16
Oppenheimer & Co Inc
CLOSED040,547-40,547-100%$452.1K$0-$452.1K2026-10-26
Gryphon Financial Partners LLC
CLOSED039,468-39,468-100%$440.1K$0-$440.1K2026-11-04
Atria Investments, Inc
CLOSED039,201-39,201-100%$437.1K$0-$437.1K2026-10-15
Dutch Asset Corp
CLOSED025,509-25,509-100%$284.4K$0-$284.4K2026-10-20
Stirlingshire Investments, Inc.
CLOSED021,790-21,790-100%$243.0K$0-$243.0K2026-11-05
Westover Capital Advisors, LLC
CLOSED018,700-18,700-100%$208.5K$0-$208.5K2026-10-26
Alhambra Investment Management LLC
CLOSED016,629-16,629-100%$185.4K$0-$185.4K2026-10-15
Resonant Capital Advisors, LLC
CLOSED012,184-12,184-100%$135.9K$0-$135.9K2026-10-15
Bingham Private Wealth, LLC
CLOSED012,030-12,030-100%$134.1K$0-$134.1K2026-11-05
Brucke Financial, Inc.
CLOSED011,627-11,627-100%$129.6K$0-$129.6K2026-10-23
International Private Wealth Advisors LLC
CLOSED011,486-11,486-100%$128.1K$0-$128.1K2026-11-05
Sowell Financial Services LLC
CLOSED010,655-10,655-100%$118.8K$0-$118.8K2026-10-23
Endowment Wealth Management, Inc.
CLOSED010,008-10,008-100%$111.6K$0-$111.6K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED01,520-1,520-100%$16.9K$0-$16.9K2026-10-26
Bare Financial Services, Inc
CLOSED01,134-1,134-100%$12.6K$0-$12.6K2026-11-04
AdvisorNet Financial, Inc
CLOSED0600-600-100%$6.7K$0-$6.7K2026-10-15
Gleason Group, Inc.
CLOSED0312-312-100%$3.5K$0-$3.5K2026-10-15
Cornerstone Planning Group LLC
CLOSED0311-311-100%$3.0K$0-$3.0K2026-10-16
SJS Investment Consulting Inc.
CLOSED0279-279-100%$3.1K$0-$3.1K2026-10-26
Plante Moran Financial Advisors, LLC
CLOSED0117-117-100%$1.3K$0-$1.3K2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED051-51-100%$575$0-$5752026-10-16
Cassaday & Co Wealth Management LLC
CLOSED025-25-100%$279$0-$2792026-10-27
Hotchkis & Wiley Capital Management LLC
N/A—68,701,573-68,701,573-100%$766.0M———
Acadian Asset Management LLC
N/A—62,033,988-62,033,988-100%$691.6M———
Primecap Management Co
N/A—41,613,613-41,613,613-100%$464.0M———
Goldman Sachs Group Inc
N/A—15,278,177-15,278,177-100%$170.4M———
Arrowstreet Capital, Limited Partnership
N/A—15,176,534-15,176,534-100%$169.2M———
Morgan Stanley
N/A—13,165,152-13,165,152-100%$146.8M———
Bank of America Corp
N/A—8,135,835-8,135,835-100%$90.7M———
UBS Group AG
N/A—6,063,933-6,063,933-100%$67.6M———
Ameriprise Financial Inc
N/A—5,209,245-5,209,245-100%$58.1M———
SEI Investments Co
N/A—5,168,852-5,168,852-100%$57.6M———
FMR LLC
N/A—5,051,269-5,051,269-100%$56.3M———
Lazard Asset Management LLC
N/A—4,494,701-4,494,701-100%$50.1M———
Renaissance Technologies LLC
N/A—4,077,200-4,077,200-100%$45.5M———
New York State Common Retirement Fund
N/A—3,111,853-3,111,853-100%$34.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,708,417-2,708,417-100%$30.2M———
BlackRock, Inc.
N/A—2,706,784-2,706,784-100%$30.2M———
American Century Companies Inc
N/A—2,641,673-2,641,673-100%$29.5M———
JPMorgan Chase & Co
N/A—2,213,652-2,213,652-100%$24.7M———
Russell Investments Group, Ltd.
N/A—1,938,139-1,938,139-100%$21.6M———
Northern Trust Corp
N/A—1,907,816-1,907,816-100%$21.3M———
Jane Street Group, LLC
N/A—1,851,101-1,851,101-100%$20.6M———
Marshall Wace, LLP
N/A—1,812,218-1,812,218-100%$20.2M———
First Trust Advisors LP
N/A—1,503,984-1,503,984-100%$16.8M———
Public Employees Retirement System of Ohio
N/A—1,418,076-1,418,076-100%$15.8M———
Envestnet Asset Management Inc
N/A—1,250,507-1,250,507-100%$13.9M———
Quantinno Capital Management LP
N/A—1,154,433-1,154,433-100%$12.9M———
O'shaughnessy Asset Management, LLC
N/A—1,153,868-1,153,868-100%$12.9M———
D. E. Shaw & Co., Inc.
N/A—1,024,396-1,024,396-100%$11.4M———
Capital Fund Management S.A.
N/A—994,178-994,178-100%$11.1M———
LPL Financial LLC
N/A—925,304-925,304-100%$10.3M———
Penserra Capital Management LLC
N/A—914,801-914,801-100%$10.2M———
Defiance ETFs, LLC
N/A—914,801-914,801-100%$9.9M———
BNP Paribas Asset Management Holding S.A.
N/A—801,508-801,508-100%$8.9M———
Two Sigma Investments, LP
N/A—671,181-671,181-100%$7.5M———
Qube Research & Technologies Ltd
N/A—668,388-668,388-100%$7.5M———
Nomura Asset Management International Inc.
N/A—636,954-636,954-100%$7.1M———
Millennium Management LLC
N/A—622,693-622,693-100%$6.9M———
Barclays PLC
N/A—586,607-586,607-100%$6.5M———
BNP Paribas Financial Markets
N/A—585,028-585,028-100%$6.5M———
XTX Topco Ltd
N/A—564,480-564,480-100%$6.3M———
Charles Schwab Investment Management Inc
N/A—562,771-562,771-100%$6.3M———
Vestmark Advisory Solutions, Inc.
N/A—514,065-514,065-100%$5.7M———
AQR Capital Management LLC
N/A—480,026-480,026-100%$5.4M———
Amundi
N/A—461,388-461,388-100%$5.1M———
LSV Asset Management
N/A—446,931-446,931-100%$5.0M———
Denali Advisors LLC
N/A—399,989-399,989-100%$4.5M———
Natixis Advisors, LLC
N/A—386,116-386,116-100%$4.3M———
DV Equities, LLC
N/A—369,959-369,959-100%$4.1M———
Tower Research Capital LLC (TRC)
N/A—336,086-336,086-100%$3.7M———
QRG Capital Management, Inc.
N/A—317,254-317,254-100%$3.5M———
Diversified Trust Co
N/A—311,000-311,000-100%$3.5M———
BCS Private Wealth Management, Inc.
N/A—297,500-297,500-100%$3.3M———
Nuveen, LLC
N/A—281,892-281,892-100%$3.1M———
Mercer Global Advisors Inc
N/A—279,521-279,521-100%$3.1M———
Earnest Partners LLC
N/A—259,685-259,685-100%$2.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—246,951-246,951-100%$2.8M———
Manning & Napier Advisors LLC
N/A—243,015-243,015-100%$2.7M———
Twin Tree Management, LP
N/A—237,581-237,581-100%$2.6M———
Geode Capital Management, LLC
N/A—227,672-227,672-100%$2.5M———
Optiver Holding B.V.
N/A—219,711-219,711-100%$2.4M———
Price T Rowe Associates Inc
N/A—215,521-215,521-100%$2.4M———
Vident Advisory, LLC
N/A—214,419-214,419-100%$2.4M———
Integrated Quantitative Investments LLC
N/A—210,984-210,984-100%$2.4M———
Vanguard Personalized Indexing Management, LLC
N/A—206,994-206,994-100%$2.3M———
Boston Partners
N/A—201,208-201,208-100%$2.2M———
Salt Holding Corp.
N/A—198,500-198,500-100%$2.2M———
Engineers Gate Manager LP
N/A—196,942-196,942-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—180,161-180,161-100%$2.0M———
Cetera Investment Advisers
N/A—171,090-171,090-100%$1.9M———
Mariner, LLC
N/A—155,626-155,626-100%$1.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—153,846-153,846-100%$1.7M———
Evolve Private Wealth, LLC
N/A—153,115-153,115-100%$1.7M———
Dorsey Wright & Associates
N/A—146,823-146,823-100%$1.6M———
Callan Family Office, LLC
N/A—145,797-145,797-100%$1.6M———
Syon Capital LLC
N/A—138,963-138,963-100%$1.5M———
Caprock Group, LLC
N/A—131,691-131,691-100%$1.5M———
Old Mission Capital LLC
N/A—129,388-129,388-100%$1.4M———
Rhumbline Advisers
N/A—127,469-127,469-100%$1.4M———
Tidal Investments LLC
N/A—119,044-119,044-100%$1.3M———
Pathstone Holdings, LLC
N/A—115,600-115,600-100%$1.3M———
OneAscent Investment Solutions LLC
N/A—105,984-105,984-100%$1.2M———
Baird Financial Group, Inc.
N/A—103,416-103,416-100%$1.2M———
Cerity Partners LLC
N/A—102,570-102,570-100%$1.1M———
Peak6 LLC
N/A—96,939-96,939-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—95,104-95,104-100%$1.1M———
Entropy Technologies, LP
N/A—93,083-93,083-100%$1.0M———
HighTower Advisors, LLC
N/A—92,817-92,817-100%$1.0M———
Landscape Capital Management, L.L.C.
N/A—92,642-92,642-100%$1.0M———
Headlands Technologies LLC
N/A—90,475-90,475-100%$1.0M———
Greenland Capital Management LP
N/A—89,272-89,272-100%$995.4K———
AdvisorShares Investments LLC
N/A—88,496-88,496-100%$986.7K———
MML Investors Services, LLC
N/A—87,695-87,695-100%$977.8K———
Virtu Financial LLC
N/A—79,764-79,764-100%$889.0K———
IEQ Capital, LLC
N/A—78,680-78,680-100%$877.3K———
Hantz Financial Services, Inc.
N/A—75,478-75,478-100%$842.0K———
Havemeyer Place LP
N/A—74,560-74,560-100%$831.3K———
Orion Porfolio Solutions, LLC
N/A—73,487-73,487-100%$819.4K———
Qtron Investments LLC
N/A—72,761-72,761-100%$811.3K———
denkapparat Operations GmbH
N/A—69,902-69,902-100%$779.4K———
Advisors Asset Management, Inc.
N/A—66,637-66,637-100%$743.0K———
Neuberger Berman Group LLC
N/A—65,068-65,068-100%$725.5K———
Invesco Ltd.
N/A—64,778-64,778-100%$722.3K———
RNC Capital Management LLC
N/A—63,410-63,410-100%$707.0K———
Bank of Montreal
N/A—62,734-62,734-100%$699.5K———
Wells Fargo & Company
N/A—61,637-61,637-100%$687.3K———
Institute for Wealth Management, Llc.
N/A—61,525-61,525-100%$686.0K———
Global Retirement Partners, LLC
N/A—61,373-61,373-100%$684.3K———
Atlas Capital Advisors Inc.
N/A—58,602-58,602-100%$653.4K———
Stifel Financial Corp
N/A—57,985-57,985-100%$646.5K———
UBS Asset Management Americas LLC
N/A—57,731-57,731-100%$643.7K———
Intrust Bank NA
N/A—56,028-56,028-100%$624.7K———
Jones Financial Companies Lllp
N/A—54,581-54,581-100%$598.2K———
Sequoia Financial Advisors, LLC
N/A—51,242-51,242-100%$571.3K———
Royal Bank of Canada
N/A—48,066-48,066-100%$536.0K———
Dorsey & Whitney Trust Co LLC
N/A—47,318-47,318-100%$527.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—46,012-46,012-100%$513.0K———
Jain Global LLC
N/A—45,049-45,049-100%$502.3K———
Oversea-Chinese Banking Corp Ltd
N/A—43,962-43,962-100%$490.2K———
Altshuler Shaham Ltd
N/A—43,302-43,302-100%$482.8K———
Bridgewater Associates, LP
N/A—43,024-43,024-100%$479.7K———
Focus Partners Wealth
N/A—41,712-41,712-100%$465.1K———
Raymond James Financial Inc
N/A—41,165-41,165-100%$459.0K———
Guggenheim Capital LLC
N/A—40,561-40,561-100%$452.3K———
Merit Financial Group, LLC
N/A—37,302-37,302-100%$415.9K———
United Capital Financial Advisors, LLC
N/A—37,037-37,037-100%$413.0K———
Integrated Wealth Concepts LLC
N/A—35,888-35,888-100%$400.2K———
Osaic Holdings, Inc.
N/A—35,322-35,322-100%$393.9K———
Sivia Capital Partners, LLC
N/A—35,092-35,092-100%$391.3K———
Panagora Asset Management Inc
N/A—35,001-35,001-100%$390.3K———
Naviter Wealth, LLC
N/A—34,799-34,799-100%$388.0K———
National Bank of Canada
N/A—34,527-34,527-100%$384.8K———
Legacy Capital Group California, Inc.
N/A—29,916-29,916-100%$333.6K———
Savant Capital, LLC
N/A—29,861-29,861-100%$333.8K———
Squarepoint Ops LLC
N/A—29,408-29,408-100%$327.9K———
Pure Financial Advisors, LLC
N/A—26,784-26,784-100%$298.6K———
Bayesian Capital Management, LP
N/A—26,600-26,600-100%$296.6K———
Summit Trail Advisors, LLC
N/A—26,019-26,019-100%$290.1K———
Captrust Financial Advisors
N/A—24,806-24,806-100%$276.6K———
Personal CFO Solutions, LLC
N/A—24,718-24,718-100%$275.6K———
Glenmede Trust Co NA
N/A—24,020-24,020-100%$267.8K———
Schonfeld Strategic Advisors LLC
N/A—23,856-23,856-100%$266.0K———
Advyzon Investment Management, LLC
N/A—23,548-23,548-100%$262.6K———
BFC Planning, Inc.
N/A—23,238-23,238-100%$259.1K———
Family Manage LLC
N/A—20,632-20,632-100%$230.0K———
Ballentine Partners, LLC
N/A—20,621-20,621-100%$229.9K———
&partners
N/A—19,935-19,935-100%$222.2K———
Coldstream Capital Management Inc
N/A—19,720-19,720-100%$219.9K———
Kintra Wealth, LLC
N/A—19,609-19,609-100%$201.4K———
Rockefeller Capital Management L.P.
N/A—19,209-19,209-100%$214.2K———
Ruedi Wealth Management, Inc.
N/A—19,201-19,201-100%$214.1K———
Cresset Asset Management, LLC
N/A—19,078-19,078-100%$212.7K———
Frec Markets, Inc.
N/A—18,265-18,265-100%$203.7K———
Envestnet Portfolio Solutions, Inc.
N/A—17,860-17,860-100%$199.1K———
Franklin Resources Inc
N/A—17,381-17,381-100%$193.8K———
Independent Advisor Alliance
N/A—17,274-17,274-100%$192.6K———
Strategic Global Advisors, LLC
N/A—17,185-17,185-100%$191.6K———
Checchi Capital Advisers, LLC
N/A—16,962-16,962-100%$189.1K———
Empower Advisory Group, LLC
N/A—16,216-16,216-100%$180.8K———
Federation des caisses Desjardins du Quebec
N/A—15,794-15,794-100%$176.1K———
SG Americas Securities, LLC
N/A—15,499-15,499-100%$173.0K———
Mosaic Financial Group, LLC
N/A—15,433-15,433-100%$172.0K———
XY Capital Ltd
N/A—14,431-14,431-100%$160.9K———
Arax Advisory Partners
N/A—14,206-14,206-100%$158.4K———
Legal & General Group Plc
N/A—14,202-14,202-100%$158.4K———
Sanctuary Advisors, LLC
N/A—13,274-13,274-100%$148.0K———
M&T Bank Corp
N/A—13,205-13,205-100%$147.6K———
Hexagon Capital Partners LLC
N/A—12,613-12,613-100%$140.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,238-12,238-100%$136.5K———
Principal Securities, Inc.
N/A—11,612-11,612-100%$129.5K———
Smartleaf Asset Management LLC
N/A—11,238-11,238-100%$125.3K———
Ellevest, Inc.
N/A—10,943-10,943-100%$122.0K———
State Street Corp
N/A—10,930-10,930-100%$121.9K———
Beacon Pointe Advisors, LLC
N/A—10,892-10,892-100%$121.4K———
Keebeck Wealth Management
N/A—10,633-10,633-100%$118.6K———
MQS Management LLC
N/A—10,220-10,220-100%$114.0K———
Walleye Capital LLC
N/A—7,197-7,197-100%$80.2K———
GeoWealth Management, LLC
N/A—6,898-6,898-100%$76.9K———
Allworth Financial LP
N/A—6,769-6,769-100%$75.5K———
Minot DeBlois Advisors LLC
N/A—4,350-4,350-100%$48.5K———
Harbour Investments, Inc.
N/A—4,177-4,177-100%$46.6K———
Deutsche Bank Ag\
N/A—4,044-4,044-100%$45.1K———
Quantbot Technologies LP
N/A—3,768-3,768-100%$42.0K———
Rothschild Investment LLC
N/A—3,643-3,643-100%$40.6K———
Ameriflex Group, Inc.
N/A—2,745-2,745-100%$30.6K———
Ankerstar Wealth, LLC
N/A—2,363-2,363-100%$26.3K———
Brown Brothers Harriman & Co
N/A—2,238-2,238-100%$25.0K———
Basecamp Wealth Advisors LLC
N/A—1,962-1,962-100%$21.9K———
Chesapeake Asset Management LLC
N/A—1,800-1,800-100%$20.1K———
Bessemer Group Inc
N/A—1,682-1,682-100%$19———
Steward Partners Investment Advisory, LLC
N/A—1,609-1,609-100%$17.9K———
Clear Street Group Inc.
N/A—1,502-1,502-100%$0———
Boyd Watterson Asset Management LLC
N/A—1,456-1,456-100%$16.2K———
Federated Hermes, Inc.
N/A—1,359-1,359-100%$15.2K———
Transamerica Financial Advisors, LLC
N/A—1,095-1,095-100%$12.2K———
WealthCollab, LLC
N/A—942-942-100%$10.5K———
SouthState Bank Corp
N/A—910-910-100%$10.1K———
Kilter Group LLC
N/A—794-794-100%$8.9K———
GW&K Investment Management, LLC
N/A—593-593-100%$7———
Vanguard National Trust Co
N/A—465-465-100%$5.2K———
Cornerstone Financial Management LLC
N/A—404-404-100%$4.5K———
BNP Paribas
N/A—400-400-100%$4.5K———
Dogwood Wealth Management LLC
N/A—348-348-100%$3.9K———
CVA Family Office, LLC
N/A—331-331-100%$3.7K———
IMA Advisory Services, Inc.
N/A—292-292-100%$3.3K———
Bruce G. Allen Investments, LLC
N/A—284-284-100%$3.2K———
Fiduciary Financial Advisors
N/A—281-281-100%$3.1K———
SHP Wealth Management
N/A—254-254-100%$2.8K———
Raffa Wealth Management, LLC
N/A—234-234-100%$2.6K———
Horizon Investments, LLC
N/A—203-203-100%$2.3K———
Zions Bancorporation, National Association
N/A—149-149-100%$1.7K———
Beaird Harris Wealth Management, LLC
N/A—132-132-100%$1.5K———
LRI Investments, LLC
N/A—106-106-100%$1.2K———
Motco
N/A—102-102-100%$1.1K———
Quent Capital, LLC
N/A—101-101-100%$1.1K———
NewEdge Advisors, LLC
N/A—100-100-100%$1.1K———
BOK Financial Private Wealth, Inc.
N/A—98-98-100%$1.1K———
Huntington National Bank
N/A—72-72-100%$803———
Highland Investment Advisors LLC
N/A—67-67-100%$747———
Marshall Investment Management, LLC
N/A—46-46-100%$513———
Bogart Wealth, LLC
N/A—42-42-100%$468———
HSBC Holdings PLC
N/A—34-34-100%$377———
Financial Gravity Companies, Inc.
N/A—17-17-100%$190———
Godfrey Financial Associates, Inc.
N/A—15-15-100%$167———
Showing 410 of 410 institutions