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FS KKR Capital Corp (FSK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,967,408 from 4,868,176
Change+99,232 (+2%)
Value$54.6M (+$3.5M)
Filed 2026-11-06
Generali Asset Management SPA SGR
INCREASED
Shares2,546,341 from 2,529,225
Change+17,116 (+1%)
Value$28.0M (+$1.4M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,665,628 from 1,699,036
Change-33,408 (-2%)
Value$18.3M (+$465.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares1,616,199 from 1,928,826
Change-312,627 (-16%)
Value$17.8M (-$2.5M)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares1,587,871 from 1,587,876
Change-5 (0%)
Value$17.5M (+$778.0K)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares1,068,090 from 1,085,115
Change-17,025 (-2%)
Value$11.7M (+$344.0K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares981,780 from 834,715
Change+147,065 (+18%)
Value$10.8M (+$2.0M)
Filed 2026-10-23
Muzinich & Co., Inc.
INCREASED
Shares848,104 from 847,104
Change+1,000 (+0%)
Value$9.3M (+$426.1K)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares778,596 from 778,596
Change0 (0%)
Value$8.6M (+$381.5K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares758,449 from 760,481
Change-2,032 (0%)
Value$8.3M (+$350.3K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares524,229 from 561,678
Change-37,449 (-7%)
Value$5.8M (-$136.3K)
Filed 2026-11-02
Harbour Investments, Inc.
DECREASED
Shares513,983 from 571,995
Change-58,012 (-10%)
Value$5.6M (-$357.3K)
Filed 2026-11-09
Beach Point Capital Management LP
DECREASED
Shares358,670 from 1,221,115
Change-862,445 (-71%)
Value$3.9M (-$8.9M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares331,176 from 340,315
Change-9,139 (-3%)
Value$3.6M (+$66.3K)
Filed 2026-11-05
Diversified Enterprises, LLC
DECREASED
Shares328,560 from 328,707
Change-147 (0%)
Value$3.6M (+$159.5K)
Filed 2026-10-19
Lido Advisors, LLC
DECREASED
Shares283,132 from 321,929
Change-38,797 (-12%)
Value$3.1M (-$416.1K)
Filed 2026-11-04
United Advisor Group, LLC
DECREASED
Shares280,760 from 290,929
Change-10,169 (-3%)
Value$3.1M (+$30.8K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares269,747 from 257,563
Change+12,184 (+5%)
Value$3.0M (+$260.1K)
Filed 2026-10-21
GraniteShares Advisors LLC
INCREASED
Shares264,098 from 189,067
Change+75,031 (+40%)
Value$2.9M (+$917.2K)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares258,954 from 124,538
Change+134,416 (+108%)
Value$2.8M (+$1.5M)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares255,705 from 234,924
Change+20,781 (+9%)
Value$2.8M (+$343.5K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares251,449 from 3,098
Change+248,351 (+8016%)
Value$2.8M (+$2.7M)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares218,271 from 191,523
Change+26,748 (+14%)
Value$2.4M (+$387.8K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares205,669 from 201,020
Change+4,649 (+2%)
Value$2.2M (+$33.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares205,669 from 201,020
Change+4,649 (+2%)
Value$2.2M (+$33.4K)
Filed 2026-10-20
Arete Wealth Advisors, LLC
DECREASED
Shares205,445 from 208,580
Change-3,135 (-1%)
Value$2.3M (+$74.4K)
Filed 2026-11-09
Venture Visionary Partners LLC
INCREASED
Shares202,945 from 27,445
Change+175,500 (+639%)
Value$2.2M (+$1.9M)
Filed 2026-10-07
Investmark Advisory Group LLC
INCREASED
Shares201,455 from 162,873
Change+38,582 (+24%)
Value$2.2M (+$503.8K)
Filed 2026-10-27
Squarepoint Ops LLC
INCREASED
Shares200,274 from 30,427
Change+169,847 (+558%)
Value$2.2M (+$1.9M)
Filed 2026-11-09
Pavaki Capital Management LLC
INCREASED
Shares180,100 from 160,100
Change+20,000 (+12%)
Value$2.0M (+$298.2K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares179,036 from 169,260
Change+9,776 (+6%)
Value$2.0M (+$190.4K)
Filed 2026-10-30
Alpha Wealth Funds, LLC
DECREASED
Shares172,699 from 180,192
Change-7,493 (-4%)
Value$1.9M (+$5.9K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares153,109 from 153,647
Change-538 (0%)
Value$1.7M (+$64.1K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares148,281 from 168,363
Change-20,082 (-12%)
Value$1.6M (-$138.2K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares139,768 from 145,180
Change-5,412 (-4%)
Value$1.5M (+$11.7K)
Filed 2026-10-22
Family Wealth Partners, LLC
INCREASED
Shares135,097 from 123,890
Change+11,207 (+9%)
Value$1.5M (+$183.9K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares120,659 from 124,877
Change-4,218 (-3%)
Value$1.3M (+$14.8K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares115,270 from 104,332
Change+10,938 (+10%)
Value$1.3M (+$171.3K)
Filed 2026-10-23
Certuity, LLC
NEW
Shares111,788
Change+111,788
Value$1.2M
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares111,139 from 110,640
Change+499 (+0%)
Value$1.2M (+$59.7K)
Filed 2026-11-03
Norden Group LLC
INCREASED
Shares109,927 from 109,708
Change+219 (+0%)
Value$1.2M (+$56.2K)
Filed 2026-10-20
TT Capital Management LLC
INCREASED
Shares106,750 from 102,449
Change+4,301 (+4%)
Value$1.2M (+$97.5K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares105,533 from 95,348
Change+10,185 (+11%)
Value$1.1M (+$108.9K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
DECREASED
Shares101,501 from 110,284
Change-8,783 (-8%)
Value$1.1M (-$42.5K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares85,700 from 64,738
Change+20,962 (+32%)
Value$941.8K (+$262.1K)
Filed 2026-11-06
IFG Advisory, LLC
DECREASED
Shares85,431 from 93,757
Change-8,326 (-9%)
Value$938.9K (-$45.6K)
Filed 2026-11-09
Aviso Wealth Management
DECREASED
Shares74,133 from 77,398
Change-3,265 (-4%)
Value$814.7K (+$2.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares73,652 from 77,973
Change-4,321 (-6%)
Value$809.4K (-$9.3K)
Filed 2026-10-08
Bayshore Capital Advisors, LLC
DECREASED
Shares65,740 from 70,020
Change-4,280 (-6%)
Value$722.5K (-$12.7K)
Filed 2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares64,650 from 64,650
Change0 (0%)
Value$678.8K ($0)
Filed 2026-10-15
Legacy Capital Group California, Inc.
DECREASED
Shares63,375 from 105,870
Change-42,495 (-40%)
Value$696.5K (-$415.1K)
Filed 2026-11-09
Verdence Capital Advisors LLC
NEW
Shares62,500
Change+62,500
Value$686.9K
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares61,552 from 71,018
Change-9,466 (-13%)
Value$687.5K (-$93.0K)
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares61,027 from 61,266
Change-239 (0%)
Value$670.7K (+$27.4K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
DECREASED
Shares60,397 from 63,416
Change-3,019 (-5%)
Value$663.8K (-$2.1K)
Filed 2026-10-19
Simplicity Wealth,LLC
NEW
Shares59,208
Change+59,208
Value$650.7K
Filed 2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares58,130 from 51,329
Change+6,801 (+13%)
Value$639.0K (+$100.0K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares56,373 from 63,726
Change-7,353 (-12%)
Value$619.5K (-$49.6K)
Filed 2026-10-20
Certior Financial Group, LLC
DECREASED
Shares55,414 from 91,186
Change-35,772 (-39%)
Value$609.0K (-$348.4K)
Filed 2026-10-19
Integrity Alliance, Llc.
UNCHANGED
Shares54,281 from 54,281
Change0 (0%)
Value$596.5K (+$26.6K)
Filed 2026-10-29
Sterling Group Wealth Management, LLC
DECREASED
Shares49,015 from 60,457
Change-11,442 (-19%)
Value$538.7K (-$96.1K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares48,975 from 53,350
Change-4,375 (-8%)
Value$538.2K (-$57.2K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares48,921 from 61,450
Change-12,529 (-20%)
Value$537.6K (-$107.6K)
Filed 2026-11-04
Millennium Capital Advisors, LLC
INCREASED
Shares48,418 from 48,417
Change+1 (0%)
Value$532.1K (+$23.7K)
Filed 2026-10-16
Imc-Chicago, LLC
INCREASED
Shares48,064 from 10,700
Change+37,364 (+349%)
Value$528.2K (+$415.9K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares47,850
Change+47,850
Value$525.9K
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
NEW
Shares47,483
Change+47,483
Value$523.2K
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares47,469 from 52,010
Change-4,541 (-9%)
Value$521.7K (-$24.4K)
Filed 2026-10-19
Everest Financial Group LLC
DECREASED
Shares44,433 from 45,539
Change-1,106 (-2%)
Value$488.3K (+$10.2K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares44,352 from 31,568
Change+12,784 (+41%)
Value$487.0K (+$156.0K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares44,331 from 49,217
Change-4,886 (-10%)
Value$487.2K (-$29.6K)
Filed 2026-10-21
ProShare Advisors LLC
DECREASED
Shares43,700 from 46,264
Change-2,564 (-6%)
Value$480.3K (-$5.5K)
Filed 2026-10-29
Wealthstar Advisors, LLC
UNCHANGED
Shares42,566 from 42,566
Change0 (0%)
Value$467.8K (+$20.9K)
Filed 2026-10-19
Geneos Wealth Management Inc.
DECREASED
Shares41,444 from 44,473
Change-3,029 (-7%)
Value$455.5K (-$11.5K)
Filed 2026-11-09
M Holdings Securities, Inc.
NEW
Shares41,190
Change+41,190
Value$471
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares41,186 from 39,032
Change+2,154 (+6%)
Value$452.6K (+$42.8K)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares40,958 from 41,108
Change-150 (0%)
Value$450.1K (+$18.5K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares39,523 from 39,065
Change+458 (+1%)
Value$434.7K (+$24.2K)
Filed 2026-10-16
Achmea Investment Management B.V.
NEW
Shares39,200
Change+39,200
Value$431.1K
Filed 2026-10-30
BLB&B Advisors, LLC
DECREASED
Shares37,548 from 41,048
Change-3,500 (-9%)
Value$412.7K (-$18.4K)
Filed 2026-10-27
Carnegie Lake Advisors LLC
DECREASED
Shares36,850 from 50,617
Change-13,767 (-27%)
Value$405.0K (-$126.5K)
Filed 2026-11-06
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares35,300 from 35,298
Change+2 (+0%)
Value$387.9K (+$17.3K)
Filed 2026-10-14
Maia Wealth LLC
DECREASED
Shares34,711 from 149,993
Change-115,282 (-77%)
Value$381.5K (-$1.2M)
Filed 2026-10-19
Bank of Montreal
INCREASED
Shares34,616 from 34,500
Change+116 (+0%)
Value$380.4K (+$18.2K)
Filed 2026-11-09
Kathmere Capital Management, LLC
DECREASED
Shares34,534 from 35,421
Change-887 (-2%)
Value$379.5K (+$7.6K)
Filed 2026-10-20
Cooper Financial Group
INCREASED
Shares34,467 from 26,019
Change+8,448 (+32%)
Value$378.8K (+$105.6K)
Filed 2026-10-07
Ignite Planners, LLC
DECREASED
Shares33,863 from 34,316
Change-453 (-1%)
Value$372.2K (+$11.8K)
Filed 2026-10-14
First Financial Bank - Trust Division
UNCHANGED
Shares33,534 from 33,534
Change0 (0%)
Value$368.5K (+$16.4K)
Filed 2026-10-01
BlueChip Wealth Advisors LLC
UNCHANGED
Shares32,776 from 32,776
Change0 (0%)
Value$360.2K (+$16.1K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares32,442 from 33,211
Change-769 (-2%)
Value$356.5K (+$7.8K)
Filed 2026-10-28
Summit Global Investments
DECREASED
Shares31,596 from 31,916
Change-320 (-1%)
Value$347.0K (+$12.0K)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares30,001
Change+30,001
Value$329.7K
Filed 2026-11-04
Basso Capital Management, L.P.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$329.7K (+$14.7K)
Filed 2026-10-30
Diligent Investors, LLC
INCREASED
Shares29,741 from 28,594
Change+1,147 (+4%)
Value$326.9K (+$26.6K)
Filed 2026-10-21
MacKenzie Financial Corp
UNCHANGED
Shares29,720 from 29,720
Change0 (0%)
Value$326.6K (+$14.6K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares29,305 from 40,808
Change-11,503 (-28%)
Value$322.1K (-$106.4K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares29,280 from 12,552
Change+16,728 (+133%)
Value$321.8K (+$188.0K)
Filed 2026-11-06
Wescott Financial Advisory Group, LLC
UNCHANGED
Shares28,412 from 28,412
Change0 (0%)
Value$312.2K (+$13.9K)
Filed 2026-11-09
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares28,406 from 28,406
Change0 (0%)
Value$312.2K (+$13.9K)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares27,232 from 24,039
Change+3,193 (+13%)
Value$299.0K (+$47.0K)
Filed 2026-11-05
Secure Asset Management, LLC
UNCHANGED
Shares27,178 from 27,178
Change0 (0%)
Value$298.7K (+$13.3K)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
DECREASED
Shares27,011 from 32,172
Change-5,161 (-16%)
Value$296.9K (-$41.0K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares26,317 from 29,995
Change-3,678 (-12%)
Value$289.0K (-$26.0K)
Filed 2026-10-22
Moneco Advisors, LLC
DECREASED
Shares25,696 from 32,114
Change-6,418 (-20%)
Value$282.4K (-$54.8K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares23,759 from 30,210
Change-6,451 (-21%)
Value$261.1K (-$56.1K)
Filed 2026-11-04
Delta Investment Management, LLC
INCREASED
Shares23,200 from 23,163
Change+37 (+0%)
Value$255.0K (+$11.8K)
Filed 2026-11-09
Elevatus Welath Management
INCREASED
Shares23,075 from 22,411
Change+664 (+3%)
Value$253.6K (+$18.3K)
Filed 2026-10-19
LexAurum Advisors, LLC
DECREASED
Shares22,805 from 23,898
Change-1,093 (-5%)
Value$250.6K (-$294)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares22,685
Change+22,685
Value$249.3K
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares22,152 from 21,718
Change+434 (+2%)
Value$246.2K (+$15.8K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares22,020 from 22,849
Change-829 (-4%)
Value$242.1K (+$2.1K)
Filed 2026-11-09
Bellwether Advisors, LLC
UNCHANGED
Shares21,176 from 21,176
Change0 (0%)
Value$232.7K (+$10.4K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares20,966 from 19,756
Change+1,210 (+6%)
Value$230.4K (+$23.0K)
Filed 2026-10-16
Roman Butler Fullerton & Co
NEW
Shares20,090
Change+20,090
Value$203.7K
Filed 2026-10-27
Centerpoint Advisory Group
DECREASED
Shares19,812 from 28,662
Change-8,850 (-31%)
Value$217.7K (-$83.2K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares19,766
Change+19,766
Value$222.0K
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares19,623 from 18,987
Change+636 (+3%)
Value$215.7K (+$16.3K)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares19,464 from 19,860
Change-396 (-2%)
Value$213.9K (+$5.4K)
Filed 2026-11-03
Three Seasons Wealth, LLC
NEW
Shares18,684
Change+18,684
Value$205.3K
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares18,662 from 18,644
Change+18 (+0%)
Value$205.9K (+$10.1K)
Filed 2026-11-04
Belpointe Asset Management LLC
DECREASED
Shares18,582 from 20,128
Change-1,546 (-8%)
Value$204.2K (-$7.1K)
Filed 2026-11-09
Madrona Financial Services, LLC
UNCHANGED
Shares18,430 from 18,430
Change0 (0%)
Value$202.5K (+$9.0K)
Filed 2026-10-23
HighPoint Advisor Group LLC
DECREASED
Shares18,340 from 22,986
Change-4,646 (-20%)
Value$201.6K (-$39.8K)
Filed 2026-11-09
Alliance Wealth Advisors, LLC
INCREASED
Shares18,327 from 18,173
Change+154 (+1%)
Value$201.4K (+$10.6K)
Filed 2026-10-14
Kendall Capital Management
INCREASED
Shares18,200 from 13,700
Change+4,500 (+33%)
Value$200.0K (+$56.2K)
Filed 2026-10-23
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares17,315 from 16,719
Change+596 (+4%)
Value$190.3K (+$14.7K)
Filed 2026-10-29
Insight Advisors, LLC/ PA
INCREASED
Shares17,080 from 16,423
Change+657 (+4%)
Value$187.7K (+$15.3K)
Filed 2026-10-22
Investment House LLC
DECREASED
Shares16,737 from 17,237
Change-500 (-3%)
Value$183.9K (+$3.0K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares16,700 from 16,700
Change0 (0%)
Value$175.4K ($0)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares16,599 from 11,173
Change+5,426 (+49%)
Value$182.4K (+$65.1K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
UNCHANGED
Shares16,527 from 16,527
Change0 (0%)
Value$181.6K (+$8.1K)
Filed 2026-11-02
JB Capital LLC
INCREASED
Shares16,319 from 16,022
Change+297 (+2%)
Value$179.4K (+$11.1K)
Filed 2026-10-19
Flagship Private Wealth, LLC
UNCHANGED
Shares16,247 from 16,247
Change0 (0%)
Value$178.6K (+$8.0K)
Filed 2026-11-05
Summit Investment Advisors, Inc.\KS
INCREASED
Shares15,979 from 15,761
Change+218 (+1%)
Value$182.6K (+$10.2K)
Filed 2026-11-05
Essential Investment Partners LLC
UNCHANGED
Shares15,587 from 15,587
Change0 (0%)
Value$171.3K (+$7.6K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares15,551 from 12,646
Change+2,905 (+23%)
Value$170.9K (+$38.1K)
Filed 2026-11-05
Summit Securities Group LLC
INCREASED
Shares15,332 from 3,300
Change+12,032 (+365%)
Value$168.5K (+$133.8K)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares15,237 from 17,791
Change-2,554 (-14%)
Value$167.5K (-$19.3K)
Filed 2026-11-03
Aries Wealth Management
UNCHANGED
Shares14,890 from 14,890
Change0 (0%)
Value$163.6K (+$7.3K)
Filed 2026-10-23
Alamar Capital Management, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$160.0K (+$7.1K)
Filed 2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares13,962 from 13,962
Change0 (0%)
Value$146.6K ($0)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares13,817 from 11,148
Change+2,669 (+24%)
Value$151.8K (+$34.8K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares13,805 from 10,276
Change+3,529 (+34%)
Value$151.7K (+$43.8K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares13,630 from 14,188
Change-558 (-4%)
Value$149.8K (+$816)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares13,444 from 13,017
Change+427 (+3%)
Value$147.7K (+$11.1K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
DECREASED
Shares13,368 from 20,582
Change-7,214 (-35%)
Value$146.9K (-$69.2K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares13,317 from 13,616
Change-299 (-2%)
Value$146.4K (+$3.4K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares13,204 from 14,716
Change-1,512 (-10%)
Value$145.1K (-$9.4K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares13,043 from 13,043
Change0 (0%)
Value$143.3K (+$6.4K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
DECREASED
Shares13,010 from 14,580
Change-1,570 (-11%)
Value$143.0K (-$10.1K)
Filed 2026-10-08
Mountain Capital Investment Advisors Inc.
INCREASED
Shares12,928 from 12,576
Change+352 (+3%)
Value$142.1K (+$10.0K)
Filed 2026-11-06
BCS Wealth Management
DECREASED
Shares12,912 from 13,421
Change-509 (-4%)
Value$141.9K (+$977)
Filed 2026-11-03
BOS Asset Management, LLC
UNCHANGED
Shares12,610 from 12,610
Change0 (0%)
Value$138.6K (+$6.2K)
Filed 2026-10-09
Stackstone Wealth, LLC
NEW
Shares12,270
Change+12,270
Value$134.8K
Filed 2026-10-19
Symmetry Partners, LLC
DECREASED
Shares12,235 from 12,851
Change-616 (-5%)
Value$134.5K (-$473)
Filed 2026-10-27
Nfsg Corp
DECREASED
Shares12,027 from 12,431
Change-404 (-3%)
Value$132.2K (+$1.7K)
Filed 2026-10-15
Krilogy Financial LLC
DECREASED
Shares11,990 from 13,294
Change-1,304 (-10%)
Value$130.6K (-$9.0K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares11,844 from 16,624
Change-4,780 (-29%)
Value$130.2K (-$44.4K)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED
Shares11,759 from 11,759
Change0 (0%)
Value$20.7M (+$896.2K)
Filed 2026-11-04
Tactive Advisors, LLC
NEW
Shares11,699
Change+11,699
Value$128.6K
Filed 2026-10-08
Key Capital Management, Inc
NEW
Shares11,513
Change+11,513
Value$123.3K
Filed 2026-11-03
Prota Financial, LLC
DECREASED
Shares11,488 from 11,633
Change-145 (-1%)
Value$127.6K (+$3.9K)
Filed 2026-10-08
Integrity Advisory Solutions, LLC
DECREASED
Shares11,449 from 12,836
Change-1,387 (-11%)
Value$125.8K (-$9.0K)
Filed 2026-10-29
Rockport Wealth LLC
UNCHANGED
Shares11,367 from 11,367
Change0 (0%)
Value$124.9K (+$5.6K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares11,242 from 12,057
Change-815 (-7%)
Value$123.6K (-$3.0K)
Filed 2026-11-03
LB Partners LLC
UNCHANGED
Shares11,164 from 11,164
Change0 (0%)
Value$122.7K (+$5.5K)
Filed 2026-11-05
Americana Partners, LLC
UNCHANGED
Shares10,895 from 10,895
Change0 (0%)
Value$119.7K (+$5.3K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares10,800 from 11,232
Change-432 (-4%)
Value$118.7K (+$756)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares10,521 from 10,544
Change-23 (0%)
Value$115.6K (+$4.9K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares10,470 from 12,370
Change-1,900 (-15%)
Value$115.1K (-$14.8K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares10,304 from 15,304
Change-5,000 (-33%)
Value$113.2K (-$47.5K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares10,201 from 11,107
Change-906 (-8%)
Value$110.1K (-$6.6K)
Filed 2026-10-09
GFS Advisors, LLC
NEW
Shares10,200
Change+10,200
Value$112.0K
Filed 2026-11-03
Seven Hills Financial, LLC
NEW
Shares10,190
Change+10,190
Value$112.0K
Filed 2026-10-13
Accel Wealth Management
INCREASED
Shares10,182 from 10,175
Change+7 (+0%)
Value$111.9K (+$5.1K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares9,805 from 12,540
Change-2,735 (-22%)
Value$107.8K (-$23.9K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$100.0K (+$4.5K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares8,020 from 9,007
Change-987 (-11%)
Value$88.1K (-$6.4K)
Filed 2026-11-06
N.E.W. Advisory Services LLC
UNCHANGED
Shares7,997 from 7,997
Change0 (0%)
Value$87.9K (+$3.9K)
Filed 2026-11-09
WPG Advisers, LLC
UNCHANGED
Shares6,001 from 6,001
Change0 (0%)
Value$66.0K (+$2.9K)
Filed 2026-10-27
Gen-Wealth Partners Inc
DECREASED
Shares5,014 from 5,456
Change-442 (-8%)
Value$55.1K (-$2.2K)
Filed 2026-11-04
Bayforest Capital Ltd
INCREASED
Shares4,152 from 2,833
Change+1,319 (+47%)
Value$45.6K (+$15.9K)
Filed 2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED
Shares4,141 from 4,141
Change0 (0%)
Value$45.5K (+$2.0K)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$44.0K (+$2.0K)
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares3,655 from 3,517
Change+138 (+4%)
Value$40.2K (+$3.2K)
Filed 2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$38.5K (+$1.7K)
Filed 2026-11-03
Fortis Group Advisors, LLC
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$38.4K (+$1.7K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares3,427 from 3,895
Change-468 (-12%)
Value$37.7K (-$3.2K)
Filed 2026-11-05
Quaker Wealth Management, LLC
INCREASED
Shares3,425 from 3,343
Change+82 (+2%)
Value$37.6K (+$2.5K)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
INCREASED
Shares3,168 from 3,048
Change+120 (+4%)
Value$34.8K (+$2.8K)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares2,878 from 6,215
Change-3,337 (-54%)
Value$31.6K (-$33.6K)
Filed 2026-11-03
Raleigh Capital Management Inc.
UNCHANGED
Shares2,762 from 2,762
Change0 (0%)
Value$30.4K (+$1.4K)
Filed 2026-10-28
Strive Financial Group,LLC
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$28.7K (+$1.3K)
Filed 2026-11-09
Strategic Advocates LLC
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$27.8K (+$1.2K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares2,475 from 2,575
Change-100 (-4%)
Value$27.2K (+$162)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares2,396 from 2,250
Change+146 (+6%)
Value$26.3K (+$2.7K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
INCREASED
Shares2,157 from 2,076
Change+81 (+4%)
Value$23.7K (+$1.9K)
Filed 2026-10-28
Independence Bank of Kentucky
UNCHANGED
Shares2,084 from 2,084
Change0 (0%)
Value$22.9K (+$1.0K)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$19.6K (+$874)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$16.5K (+$737)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$16.5K (+$735)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares1,478 from 1,428
Change+50 (+4%)
Value$16.2K (+$1.3K)
Filed 2026-10-09
SJS Investment Consulting Inc.
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$15.8K (+$705)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares1,418 from 455
Change+963 (+212%)
Value$15.6K (+$10.8K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares1,403 from 1,410
Change-7 (0%)
Value$15 ($0)
Filed 2026-10-02
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,386 from 2,418
Change-1,032 (-43%)
Value$15.2K (-$10.2K)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares1,327
Change+1,327
Value$14.6K
Filed 2026-10-27
Signature Equity Partners, LLC
NEW
Shares1,302
Change+1,302
Value$14.3K
Filed 2026-10-29
Evolution Wealth Management Inc.
INCREASED
Shares1,187 from 75
Change+1,112 (+1483%)
Value$13.0K (+$12.3K)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares1,185
Change+1,185
Value$13.0K
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares1,105
Change+1,105
Value$12.1K
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$12.1K (+$537)
Filed 2026-10-13
10Elms LLP
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$11.6K (+$517)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares938 from 938
Change0 (0%)
Value$10.3K (+$460)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$8.2K (+$364)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$7.9K (+$350)
Filed 2026-10-13
GHP Investment Advisors, Inc.
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$7.3K (+$328)
Filed 2026-10-15
Trust Co
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$6.6K (+$292)
Filed 2026-10-09
Peterson Wealth Management
INCREASED
Shares583 from 560
Change+23 (+4%)
Value$6.4K (+$522)
Filed 2026-11-06
Avion Wealth
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5 ($0)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$4.4K (+$197)
Filed 2026-10-28
Fairman Group, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$4.2K (+$190)
Filed 2026-10-26
Blue Trust, Inc.
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$4.0K (+$179)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$2.5K (+$110)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares195
Change+195
Value$2.1K
Filed 2026-10-09
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.1K (+$49)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares84
Change+84
Value$923
Filed 2026-10-21
RMG Wealth Management LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$726 (-$114)
Filed 2026-10-26
Hager Investment Management Services, LLC
INCREASED
Shares66 from 63
Change+3 (+5%)
Value$725 (+$59)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$483 (+$21)
Filed 2026-10-27
Inscription Capital, LLC
CLOSED
Shares0 from 46,383
Change-46,383 (-100%)
Value$0 (-$487.0K)
Filed 2026-11-02
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 41,175
Change-41,175 (-100%)
Value$0 (-$436.9K)
Filed 2026-10-30
Vista Finance, LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$315.0K)
Filed 2026-10-23
Titan Investment Management LLC
CLOSED
Shares0 from 20,347
Change-20,347 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-22
Succession Financial, Inc.
CLOSED
Shares0 from 17,728
Change-17,728 (-100%)
Value$0 (-$186.1K)
Filed 2026-10-14
Frederick Financial Consultants, LLC
CLOSED
Shares0 from 14,531
Change-14,531 (-100%)
Value$0 (-$152.6K)
Filed 2026-10-29
Meridian Wealth Management, LLC
CLOSED
Shares0 from 12,967
Change-12,967 (-100%)
Value$0 (-$136.2K)
Filed 2026-11-05
Obsidian CIO, LLC
CLOSED
Shares0 from 12,228
Change-12,228 (-100%)
Value$0 (-$128.4K)
Filed 2026-11-05
Old National Bancorp
CLOSED
Shares0 from 11,612
Change-11,612 (-100%)
Value$0 (-$121.9K)
Filed 2026-10-20
Retirement Planning Group, LLC
CLOSED
Shares0 from 11,165
Change-11,165 (-100%)
Value$0 (-$117.2K)
Filed 2026-10-19
Autumn Glory Partners, LLC
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$115.5K)
Filed 2026-10-26
Castleview Partners, LLC
CLOSED
Shares0 from 10,917
Change-10,917 (-100%)
Value$0 (-$114.6K)
Filed 2026-10-09
Saxony Capital Management, LLC
CLOSED
Shares0 from 10,853
Change-10,853 (-100%)
Value$0 (-$114.0K)
Filed 2026-10-15
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 10,208
Change-10,208 (-100%)
Value$0 (-$111.5K)
Filed 2026-11-02
Brookstone Capital Management
CLOSED
Shares0 from 10,129
Change-10,129 (-100%)
Value$0 (-$106.4K)
Filed 2026-10-22
Quent Capital, LLC
CLOSED
Shares0 from 2,794
Change-2,794 (-100%)
Value$0 (-$29.3K)
Filed 2026-11-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,958
Change-1,958 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 794
Change-794 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-03
Concord Wealth Partners
CLOSED
Shares0 from 504
Change-504 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-13
Mather Group, Llc.
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$504)
Filed 2026-10-29
Cornerstone National Bank & Trust Co
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$511)
Filed 2026-10-20
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$158)
Filed 2026-11-03
OAK Hill Advisors LP
N/A
Shares— from 11,371,693
Change-11,371,693 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,760,510
Change-5,760,510 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 5,382,748
Change-5,382,748 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 5,032,014
Change-5,032,014 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 4,215,619
Change-4,215,619 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,877,758
Change-2,877,758 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,735,984
Change-2,735,984 (-100%)
Value—
Silver Point Capital L.P.
N/A
Shares— from 2,724,000
Change-2,724,000 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,132,461
Change-2,132,461 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 2,109,688
Change-2,109,688 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,516,058
Change-1,516,058 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,502,415
Change-1,502,415 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,449,769
Change-1,449,769 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 1,181,300
Change-1,181,300 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,124,969
Change-1,124,969 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,121,671
Change-1,121,671 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,058,574
Change-1,058,574 (-100%)
Value—
Kohlberg Kravis Roberts & Co. L.P.
N/A
Shares— from 980,587
Change-980,587 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 923,146
Change-923,146 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 903,927
Change-903,927 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 784,393
Change-784,393 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 766,027
Change-766,027 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 718,860
Change-718,860 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 707,361
Change-707,361 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 670,765
Change-670,765 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 666,710
Change-666,710 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 654,147
Change-654,147 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 643,607
Change-643,607 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 604,378
Change-604,378 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 554,692
Change-554,692 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 550,249
Change-550,249 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 527,840
Change-527,840 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 497,100
Change-497,100 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 476,366
Change-476,366 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 414,650
Change-414,650 (-100%)
Value—
State Street Corp
N/A
Shares— from 401,836
Change-401,836 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 368,158
Change-368,158 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 366,777
Change-366,777 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 362,213
Change-362,213 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 357,568
Change-357,568 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 345,732
Change-345,732 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 331,810
Change-331,810 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 329,344
Change-329,344 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 308,991
Change-308,991 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 297,876
Change-297,876 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 287,336
Change-287,336 (-100%)
Value—
Varcov Co.
N/A
Shares— from 274,163
Change-274,163 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 268,026
Change-268,026 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 256,303
Change-256,303 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 251,373
Change-251,373 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 239,979
Change-239,979 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 230,514
Change-230,514 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 228,207
Change-228,207 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 226,681
Change-226,681 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 216,083
Change-216,083 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 212,564
Change-212,564 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 206,528
Change-206,528 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 205,796
Change-205,796 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 203,271
Change-203,271 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 189,182
Change-189,182 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 187,500
Change-187,500 (-100%)
Value—
&partners
N/A
Shares— from 186,097
Change-186,097 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 181,798
Change-181,798 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 180,330
Change-180,330 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 179,301
Change-179,301 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 170,728
Change-170,728 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 163,372
Change-163,372 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 160,791
Change-160,791 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 154,611
Change-154,611 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 154,396
Change-154,396 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 153,850
Change-153,850 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 150,376
Change-150,376 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 147,553
Change-147,553 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 144,381
Change-144,381 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 139,663
Change-139,663 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 137,173
Change-137,173 (-100%)
Value—
Cerberus Capital Management, L.P.
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 131,711
Change-131,711 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 115,517
Change-115,517 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 104,459
Change-104,459 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 101,751
Change-101,751 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 99,589
Change-99,589 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 99,264
Change-99,264 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 91,710
Change-91,710 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 86,406
Change-86,406 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 84,249
Change-84,249 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 83,692
Change-83,692 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 81,424
Change-81,424 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 78,834
Change-78,834 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 76,065
Change-76,065 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 75,031
Change-75,031 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 74,937
Change-74,937 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 74,745
Change-74,745 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 73,929
Change-73,929 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 73,094
Change-73,094 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 70,634
Change-70,634 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 67,020
Change-67,020 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 66,827
Change-66,827 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 65,614
Change-65,614 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 65,073
Change-65,073 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 62,295
Change-62,295 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 61,363
Change-61,363 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,112
Change-59,112 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 58,085
Change-58,085 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 56,374
Change-56,374 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 50,148
Change-50,148 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 50,125
Change-50,125 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 46,877
Change-46,877 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,749
Change-46,749 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 46,476
Change-46,476 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 45,888
Change-45,888 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,059
Change-43,059 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 42,632
Change-42,632 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 38,057
Change-38,057 (-100%)
Value—
JB Capital Partners LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 36,364
Change-36,364 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 35,876
Change-35,876 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 33,066
Change-33,066 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 32,646
Change-32,646 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 30,025
Change-30,025 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 28,363
Change-28,363 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,343
Change-28,343 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 28,254
Change-28,254 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 27,815
Change-27,815 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 27,460
Change-27,460 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 27,031
Change-27,031 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 26,238
Change-26,238 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 25,559
Change-25,559 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 25,451
Change-25,451 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 24,632
Change-24,632 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 23,883
Change-23,883 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 23,876
Change-23,876 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 23,625
Change-23,625 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 23,226
Change-23,226 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 23,150
Change-23,150 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 21,808
Change-21,808 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 21,734
Change-21,734 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 20,671
Change-20,671 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 20,287
Change-20,287 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 20,071
Change-20,071 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 20,001
Change-20,001 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 19,091
Change-19,091 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 19,031
Change-19,031 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,679
Change-18,679 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 18,525
Change-18,525 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 17,844
Change-17,844 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 17,330
Change-17,330 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 17,244
Change-17,244 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,764
Change-16,764 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 16,506
Change-16,506 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 15,917
Change-15,917 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 15,821
Change-15,821 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 14,285
Change-14,285 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 14,273
Change-14,273 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,896
Change-13,896 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,625
Change-13,625 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,358
Change-13,358 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 13,011
Change-13,011 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,004
Change-13,004 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,786
Change-12,786 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 11,710
Change-11,710 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 11,652
Change-11,652 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Calydon Capital
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 10,934
Change-10,934 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 10,297
Change-10,297 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10,238
Change-10,238 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 10,199
Change-10,199 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,224
Change-7,224 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 734
Change-734 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 413
Change-413 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Quarry LP
N/A
Shares— from 73
Change-73 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 59
Change-59 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,967,4084,868,176+99,232+2%$51.1M$54.6M+$3.5M2026-11-06
Generali Asset Management SPA SGR
INCREASED2,546,3412,529,225+17,116+1%$26.6M$28.0M+$1.4M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED1,665,6281,699,036-33,408-2%$17.8M$18.3M+$465.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED1,616,1991,928,826-312,627-16%$20.3M$17.8M-$2.5M2026-11-02
Russell Investments Group, Ltd.
DECREASED1,587,8711,587,876-50%$16.7M$17.5M+$778.0K2026-11-06
LSV Asset Management
DECREASED1,068,0901,085,115-17,025-2%$11.4M$11.7M+$344.0K2026-11-06
Apollon Wealth Management, LLC
INCREASED981,780834,715+147,065+18%$8.8M$10.8M+$2.0M2026-10-23
Muzinich & Co., Inc.
INCREASED848,104847,104+1,000+0%$8.9M$9.3M+$426.1K2026-10-22
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED778,596778,59600%$8.2M$8.6M+$381.5K2026-10-29
Independent Financial Group, LLC
DECREASED758,449760,481-2,0320%$8.0M$8.3M+$350.3K2026-10-13
Kestra Advisory Services, LLC
DECREASED524,229561,678-37,449-7%$5.9M$5.8M-$136.3K2026-11-02
Harbour Investments, Inc.
DECREASED513,983571,995-58,012-10%$6.0M$5.6M-$357.3K2026-11-09
Beach Point Capital Management LP
DECREASED358,6701,221,115-862,445-71%$12.8M$3.9M-$8.9M2026-10-20
J.W. Cole Advisors, Inc.
DECREASED331,176340,315-9,139-3%$3.6M$3.6M+$66.3K2026-11-05
Diversified Enterprises, LLC
DECREASED328,560328,707-1470%$3.5M$3.6M+$159.5K2026-10-19
Lido Advisors, LLC
DECREASED283,132321,929-38,797-12%$3.5M$3.1M-$416.1K2026-11-04
United Advisor Group, LLC
DECREASED280,760290,929-10,169-3%$3.1M$3.1M+$30.8K2026-11-03
Ellis Investment Partners, LLC
INCREASED269,747257,563+12,184+5%$2.7M$3.0M+$260.1K2026-10-21
GraniteShares Advisors LLC
INCREASED264,098189,067+75,031+40%$2.0M$2.9M+$917.2K2026-10-29
Sigma Planning Corp
INCREASED258,954124,538+134,416+108%$1.3M$2.8M+$1.5M2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED255,705234,924+20,781+9%$2.5M$2.8M+$343.5K2026-10-27
Citigroup Inc
INCREASED251,4493,098+248,351+8016%$32.5K$2.8M+$2.7M2026-11-04
Larson Financial Group LLC
INCREASED218,271191,523+26,748+14%$2.0M$2.4M+$387.8K2026-11-05
Diversify Wealth Management, LLC
INCREASED205,669201,020+4,649+2%$2.2M$2.2M+$33.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED205,669201,020+4,649+2%$2.2M$2.2M+$33.4K2026-10-20
Arete Wealth Advisors, LLC
DECREASED205,445208,580-3,135-1%$2.2M$2.3M+$74.4K2026-11-09
Venture Visionary Partners LLC
INCREASED202,94527,445+175,500+639%$288.2K$2.2M+$1.9M2026-10-07
Investmark Advisory Group LLC
INCREASED201,455162,873+38,582+24%$1.7M$2.2M+$503.8K2026-10-27
Squarepoint Ops LLC
INCREASED200,27430,427+169,847+558%$319.5K$2.2M+$1.9M2026-11-09
Pavaki Capital Management LLC
INCREASED180,100160,100+20,000+12%$1.7M$2.0M+$298.2K2026-10-26
Truist Financial Corp
INCREASED179,036169,260+9,776+6%$1.8M$2.0M+$190.4K2026-10-30
Alpha Wealth Funds, LLC
DECREASED172,699180,192-7,493-4%$1.9M$1.9M+$5.9K2026-11-05
International Assets Investment Management, LLC
DECREASED153,109153,647-5380%$1.6M$1.7M+$64.1K2026-11-02
Bank of New York Mellon Corp
DECREASED148,281168,363-20,082-12%$1.8M$1.6M-$138.2K2026-11-05
Strategic Blueprint, LLC
DECREASED139,768145,180-5,412-4%$1.5M$1.5M+$11.7K2026-10-22
Family Wealth Partners, LLC
INCREASED135,097123,890+11,207+9%$1.3M$1.5M+$183.9K2026-10-20
Creative Planning
DECREASED120,659124,877-4,218-3%$1.3M$1.3M+$14.8K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED115,270104,332+10,938+10%$1.1M$1.3M+$171.3K2026-10-23
Certuity, LLC
NEW111,788—+111,788——$1.2M—2026-11-02
RFG Advisory, LLC
INCREASED111,139110,640+499+0%$1.2M$1.2M+$59.7K2026-11-03
Norden Group LLC
INCREASED109,927109,708+219+0%$1.2M$1.2M+$56.2K2026-10-20
TT Capital Management LLC
INCREASED106,750102,449+4,301+4%$1.1M$1.2M+$97.5K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED105,53395,348+10,185+11%$1.0M$1.1M+$108.9K2026-10-13
Huntleigh Advisors, Inc.
DECREASED101,501110,284-8,783-8%$1.2M$1.1M-$42.5K2026-11-03
Merit Financial Group, LLC
INCREASED85,70064,738+20,962+32%$679.8K$941.8K+$262.1K2026-11-06
IFG Advisory, LLC
DECREASED85,43193,757-8,326-9%$984.5K$938.9K-$45.6K2026-11-09
Aviso Wealth Management
DECREASED74,13377,398-3,265-4%$812.7K$814.7K+$2.0K2026-11-04
Farther Finance Advisors, LLC
DECREASED73,65277,973-4,321-6%$818.7K$809.4K-$9.3K2026-10-08
Bayshore Capital Advisors, LLC
DECREASED65,74070,020-4,280-6%$735.2K$722.5K-$12.7K2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED64,65064,65000%$678.8K$678.8K$02026-10-15
Legacy Capital Group California, Inc.
DECREASED63,375105,870-42,495-40%$1.1M$696.5K-$415.1K2026-11-09
Verdence Capital Advisors LLC
NEW62,500—+62,500——$686.9K—2026-10-26
Sovran Advisors, LLC
DECREASED61,55271,018-9,466-13%$780.5K$687.5K-$93.0K2026-11-02
Beacon Financial Advisory LLC
DECREASED61,02761,266-2390%$643.3K$670.7K+$27.4K2026-10-16
Acorn Wealth Advisors, LLC
DECREASED60,39763,416-3,019-5%$665.9K$663.8K-$2.1K2026-10-19
Simplicity Wealth,LLC
NEW59,208—+59,208——$650.7K—2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
INCREASED58,13051,329+6,801+13%$539.0K$639.0K+$100.0K2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED56,37363,726-7,353-12%$669.1K$619.5K-$49.6K2026-10-20
Certior Financial Group, LLC
DECREASED55,41491,186-35,772-39%$957.5K$609.0K-$348.4K2026-10-19
Integrity Alliance, Llc.
UNCHANGED54,28154,28100%$570.0K$596.5K+$26.6K2026-10-29
Sterling Group Wealth Management, LLC
DECREASED49,01560,457-11,442-19%$634.8K$538.7K-$96.1K2026-11-03
Compass Financial Management LLC
DECREASED48,97553,350-4,375-8%$595.4K$538.2K-$57.2K2026-10-30
Csenge Advisory Group
DECREASED48,92161,450-12,529-20%$645.2K$537.6K-$107.6K2026-11-04
Millennium Capital Advisors, LLC
INCREASED48,41848,417+10%$508.4K$532.1K+$23.7K2026-10-16
Imc-Chicago, LLC
INCREASED48,06410,700+37,364+349%$112.4K$528.2K+$415.9K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW47,850—+47,850——$525.9K—2026-10-16
Elevation Point Wealth Partners, LLC
NEW47,483—+47,483——$523.2K—2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED47,46952,010-4,541-9%$546.1K$521.7K-$24.4K2026-10-19
Everest Financial Group LLC
DECREASED44,43345,539-1,106-2%$478.2K$488.3K+$10.2K2026-11-06
Park Avenue Securities LLC
INCREASED44,35231,568+12,784+41%$331.0K$487.0K+$156.0K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED44,33149,217-4,886-10%$516.8K$487.2K-$29.6K2026-10-21
ProShare Advisors LLC
DECREASED43,70046,264-2,564-6%$485.8K$480.3K-$5.5K2026-10-29
Wealthstar Advisors, LLC
UNCHANGED42,56642,56600%$446.9K$467.8K+$20.9K2026-10-19
Geneos Wealth Management Inc.
DECREASED41,44444,473-3,029-7%$467.0K$455.5K-$11.5K2026-11-09
M Holdings Securities, Inc.
NEW41,190—+41,190——$471—2026-11-03
Soltis Investment Advisors LLC
INCREASED41,18639,032+2,154+6%$409.8K$452.6K+$42.8K2026-10-28
Intrua Financial, LLC
DECREASED40,95841,108-1500%$431.6K$450.1K+$18.5K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED39,52339,065+458+1%$410.5K$434.7K+$24.2K2026-10-16
Achmea Investment Management B.V.
NEW39,200—+39,200——$431.1K—2026-10-30
BLB&B Advisors, LLC
DECREASED37,54841,048-3,500-9%$431.0K$412.7K-$18.4K2026-10-27
Carnegie Lake Advisors LLC
DECREASED36,85050,617-13,767-27%$531.5K$405.0K-$126.5K2026-11-06
Boyce & Associates Wealth Consulting, Inc.
INCREASED35,30035,298+2+0%$370.6K$387.9K+$17.3K2026-10-14
Maia Wealth LLC
DECREASED34,711149,993-115,282-77%$1.6M$381.5K-$1.2M2026-10-19
Bank of Montreal
INCREASED34,61634,500+116+0%$362.3K$380.4K+$18.2K2026-11-09
Kathmere Capital Management, LLC
DECREASED34,53435,421-887-2%$371.9K$379.5K+$7.6K2026-10-20
Cooper Financial Group
INCREASED34,46726,019+8,448+32%$273.2K$378.8K+$105.6K2026-10-07
Ignite Planners, LLC
DECREASED33,86334,316-453-1%$360.3K$372.2K+$11.8K2026-10-14
First Financial Bank - Trust Division
UNCHANGED33,53433,53400%$352.1K$368.5K+$16.4K2026-10-01
BlueChip Wealth Advisors LLC
UNCHANGED32,77632,77600%$344.2K$360.2K+$16.1K2026-11-03
Founders Financial Securities LLC
DECREASED32,44233,211-769-2%$348.7K$356.5K+$7.8K2026-10-28
Summit Global Investments
DECREASED31,59631,916-320-1%$335.0K$347.0K+$12.0K2026-10-28
Simplex Trading, LLC
NEW30,001—+30,001——$329.7K—2026-11-04
Basso Capital Management, L.P.
UNCHANGED30,00030,00000%$315.0K$329.7K+$14.7K2026-10-30
Diligent Investors, LLC
INCREASED29,74128,594+1,147+4%$300.2K$326.9K+$26.6K2026-10-21
MacKenzie Financial Corp
UNCHANGED29,72029,72000%$312.1K$326.6K+$14.6K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED29,30540,808-11,503-28%$428.5K$322.1K-$106.4K2026-11-06
Savant Capital, LLC
INCREASED29,28012,552+16,728+133%$133.7K$321.8K+$188.0K2026-11-06
Wescott Financial Advisory Group, LLC
UNCHANGED28,41228,41200%$298.3K$312.2K+$13.9K2026-11-09
Closed-End Fund Advisors, Inc.
UNCHANGED28,40628,40600%$298.3K$312.2K+$13.9K2026-11-04
Thrivent Financial for Lutherans
INCREASED27,23224,039+3,193+13%$252.0K$299.0K+$47.0K2026-11-05
Secure Asset Management, LLC
UNCHANGED27,17827,17800%$285.4K$298.7K+$13.3K2026-10-19
Adamsbrown Wealth Consultants LLC
DECREASED27,01132,172-5,161-16%$337.8K$296.9K-$41.0K2026-10-20
Wedbush Securities Inc
DECREASED26,31729,995-3,678-12%$315.0K$289.0K-$26.0K2026-10-22
Moneco Advisors, LLC
DECREASED25,69632,114-6,418-20%$337.2K$282.4K-$54.8K2026-11-05
Visionary Wealth Advisors
DECREASED23,75930,210-6,451-21%$317.2K$261.1K-$56.1K2026-11-04
Delta Investment Management, LLC
INCREASED23,20023,163+37+0%$243.2K$255.0K+$11.8K2026-11-09
Elevatus Welath Management
INCREASED23,07522,411+664+3%$235.3K$253.6K+$18.3K2026-10-19
LexAurum Advisors, LLC
DECREASED22,80523,898-1,093-5%$250.9K$250.6K-$2942026-10-19
Ascentis Independent Advisors
NEW22,685—+22,685——$249.3K—2026-11-03
Symphony Financial, Ltd. Co.
INCREASED22,15221,718+434+2%$230.4K$246.2K+$15.8K2026-10-22
Compound Planning, Inc.
DECREASED22,02022,849-829-4%$240.0K$242.1K+$2.1K2026-11-09
Bellwether Advisors, LLC
UNCHANGED21,17621,17600%$222.3K$232.7K+$10.4K2026-11-09
IFP Advisors, Inc
INCREASED20,96619,756+1,210+6%$207.4K$230.4K+$23.0K2026-10-16
Roman Butler Fullerton & Co
NEW20,090—+20,090——$203.7K—2026-10-27
Centerpoint Advisory Group
DECREASED19,81228,662-8,850-31%$301.0K$217.7K-$83.2K2026-10-23
StoneX Group Inc.
NEW19,766—+19,766——$222.0K—2026-11-03
Cahaba Wealth Management, Inc.
INCREASED19,62318,987+636+3%$199.4K$215.7K+$16.3K2026-10-26
Advisor OS, LLC
DECREASED19,46419,860-396-2%$208.5K$213.9K+$5.4K2026-11-03
Three Seasons Wealth, LLC
NEW18,684—+18,684——$205.3K—2026-11-03
Prospera Financial Services Inc
INCREASED18,66218,644+18+0%$195.8K$205.9K+$10.1K2026-11-04
Belpointe Asset Management LLC
DECREASED18,58220,128-1,546-8%$211.3K$204.2K-$7.1K2026-11-09
Madrona Financial Services, LLC
UNCHANGED18,43018,43000%$193.5K$202.5K+$9.0K2026-10-23
HighPoint Advisor Group LLC
DECREASED18,34022,986-4,646-20%$241.4K$201.6K-$39.8K2026-11-09
Alliance Wealth Advisors, LLC
INCREASED18,32718,173+154+1%$190.8K$201.4K+$10.6K2026-10-14
Kendall Capital Management
INCREASED18,20013,700+4,500+33%$143.9K$200.0K+$56.2K2026-10-23
Gaddis Premier Wealth Advisors LLC
INCREASED17,31516,719+596+4%$175.5K$190.3K+$14.7K2026-10-29
Insight Advisors, LLC/ PA
INCREASED17,08016,423+657+4%$172.4K$187.7K+$15.3K2026-10-22
Investment House LLC
DECREASED16,73717,237-500-3%$181.0K$183.9K+$3.0K2026-10-21
Allworth Financial LP
UNCHANGED16,70016,70000%$175.4K$175.4K$02026-11-06
Golden State Wealth Management, LLC
INCREASED16,59911,173+5,426+49%$117.3K$182.4K+$65.1K2026-11-02
BridgePort Financial Solutions, LLC
UNCHANGED16,52716,52700%$173.5K$181.6K+$8.1K2026-11-02
JB Capital LLC
INCREASED16,31916,022+297+2%$168.2K$179.4K+$11.1K2026-10-19
Flagship Private Wealth, LLC
UNCHANGED16,24716,24700%$170.6K$178.6K+$8.0K2026-11-05
Summit Investment Advisors, Inc.\KS
INCREASED15,97915,761+218+1%$172.5K$182.6K+$10.2K2026-11-05
Essential Investment Partners LLC
UNCHANGED15,58715,58700%$163.7K$171.3K+$7.6K2026-10-27
US Bancorp \de\
INCREASED15,55112,646+2,905+23%$132.8K$170.9K+$38.1K2026-11-05
Summit Securities Group LLC
INCREASED15,3323,300+12,032+365%$34.7K$168.5K+$133.8K2026-11-05
HUB Investment Partners, LLC
DECREASED15,23717,791-2,554-14%$186.8K$167.5K-$19.3K2026-11-03
Aries Wealth Management
UNCHANGED14,89014,89000%$156.3K$163.6K+$7.3K2026-10-23
Alamar Capital Management, LLC
UNCHANGED14,00014,00000%$152.9K$160.0K+$7.1K2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED13,96213,96200%$146.6K$146.6K$02026-10-13
EverSource Wealth Advisors, LLC
INCREASED13,81711,148+2,669+24%$117.1K$151.8K+$34.8K2026-11-04
PFG Advisors
INCREASED13,80510,276+3,529+34%$107.9K$151.7K+$43.8K2026-10-16
Integrated Advisors Network LLC
DECREASED13,63014,188-558-4%$149.0K$149.8K+$8162026-10-20
HB Wealth Management, LLC
INCREASED13,44413,017+427+3%$136.7K$147.7K+$11.1K2026-10-23
Summit Wealth Group LLC / Co
DECREASED13,36820,582-7,214-35%$216.1K$146.9K-$69.2K2026-10-29
Sowell Financial Services LLC
DECREASED13,31713,616-299-2%$143.0K$146.4K+$3.4K2026-10-23
MGO One Seven LLC
DECREASED13,20414,716-1,512-10%$154.5K$145.1K-$9.4K2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED13,04313,04300%$137.0K$143.3K+$6.4K2026-10-30
Valeo Financial Advisors, LLC
DECREASED13,01014,580-1,570-11%$153.1K$143.0K-$10.1K2026-10-08
Mountain Capital Investment Advisors Inc.
INCREASED12,92812,576+352+3%$132.1K$142.1K+$10.0K2026-11-06
BCS Wealth Management
DECREASED12,91213,421-509-4%$140.9K$141.9K+$9772026-11-03
BOS Asset Management, LLC
UNCHANGED12,61012,61000%$132.4K$138.6K+$6.2K2026-10-09
Stackstone Wealth, LLC
NEW12,270—+12,270——$134.8K—2026-10-19
Symmetry Partners, LLC
DECREASED12,23512,851-616-5%$134.9K$134.5K-$4732026-10-27
Nfsg Corp
DECREASED12,02712,431-404-3%$130.5K$132.2K+$1.7K2026-10-15
Krilogy Financial LLC
DECREASED11,99013,294-1,304-10%$139.6K$130.6K-$9.0K2026-10-13
Creative Financial Designs Inc
DECREASED11,84416,624-4,780-29%$174.6K$130.2K-$44.4K2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED11,75911,75900%$19.8M$20.7M+$896.2K2026-11-04
Tactive Advisors, LLC
NEW11,699—+11,699——$128.6K—2026-10-08
Key Capital Management, Inc
NEW11,513—+11,513——$123.3K—2026-11-03
Prota Financial, LLC
DECREASED11,48811,633-145-1%$123.8K$127.6K+$3.9K2026-10-08
Integrity Advisory Solutions, LLC
DECREASED11,44912,836-1,387-11%$134.8K$125.8K-$9.0K2026-10-29
Rockport Wealth LLC
UNCHANGED11,36711,36700%$119.4K$124.9K+$5.6K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED11,24212,057-815-7%$126.6K$123.6K-$3.0K2026-11-03
LB Partners LLC
UNCHANGED11,16411,16400%$117.2K$122.7K+$5.5K2026-11-05
Americana Partners, LLC
UNCHANGED10,89510,89500%$114.4K$119.7K+$5.3K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED10,80011,232-432-4%$117.9K$118.7K+$7562026-10-20
Jacobi Capital Management LLC
DECREASED10,52110,544-230%$110.7K$115.6K+$4.9K2026-11-05
Private Trust Co NA
DECREASED10,47012,370-1,900-15%$129.9K$115.1K-$14.8K2026-10-20
Oppenheimer & Co Inc
DECREASED10,30415,304-5,000-33%$160.7K$113.2K-$47.5K2026-10-26
Sound Income Strategies, LLC
DECREASED10,20111,107-906-8%$116.6K$110.1K-$6.6K2026-10-09
GFS Advisors, LLC
NEW10,200—+10,200——$112.0K—2026-11-03
Seven Hills Financial, LLC
NEW10,190—+10,190——$112.0K—2026-10-13
Accel Wealth Management
INCREASED10,18210,175+7+0%$106.8K$111.9K+$5.1K2026-10-13
Spire Wealth Management
DECREASED9,80512,540-2,735-22%$131.7K$107.8K-$23.9K2026-10-30
Parallel Advisors, LLC
UNCHANGED9,1009,10000%$95.6K$100.0K+$4.5K2026-11-03
PNC Financial Services Group, Inc.
DECREASED8,0209,007-987-11%$94.6K$88.1K-$6.4K2026-11-06
N.E.W. Advisory Services LLC
UNCHANGED7,9977,99700%$84.0K$87.9K+$3.9K2026-11-09
WPG Advisers, LLC
UNCHANGED6,0016,00100%$63.0K$66.0K+$2.9K2026-10-27
Gen-Wealth Partners Inc
DECREASED5,0145,456-442-8%$57.3K$55.1K-$2.2K2026-11-04
Bayforest Capital Ltd
INCREASED4,1522,833+1,319+47%$29.7K$45.6K+$15.9K2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED4,1414,14100%$43.5K$45.5K+$2.0K2026-10-27
Advocate Investing Services LLC
UNCHANGED4,0004,00000%$42.0K$44.0K+$2.0K2026-10-26
Kingdom Financial Group Llc.
INCREASED3,6553,517+138+4%$36.9K$40.2K+$3.2K2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED3,5003,50000%$36.8K$38.5K+$1.7K2026-11-03
Fortis Group Advisors, LLC
UNCHANGED3,4963,49600%$36.7K$38.4K+$1.7K2026-11-06
Fifth Third Bancorp
DECREASED3,4273,895-468-12%$40.9K$37.7K-$3.2K2026-11-05
Quaker Wealth Management, LLC
INCREASED3,4253,343+82+2%$35.1K$37.6K+$2.5K2026-10-22
Tounjian Advisory Partners, LLC
INCREASED3,1683,048+120+4%$32.0K$34.8K+$2.8K2026-11-04
Mcdonald Partners LLC
DECREASED2,8786,215-3,337-54%$65.3K$31.6K-$33.6K2026-11-03
Raleigh Capital Management Inc.
UNCHANGED2,7622,76200%$29.0K$30.4K+$1.4K2026-10-28
Strive Financial Group,LLC
UNCHANGED2,6112,61100%$27.4K$28.7K+$1.3K2026-11-09
Strategic Advocates LLC
UNCHANGED2,5262,52600%$26.5K$27.8K+$1.2K2026-11-03
Triumph Capital Management
DECREASED2,4752,575-100-4%$27.0K$27.2K+$1622026-10-14
CoreCap Advisors, LLC
INCREASED2,3962,250+146+6%$23.6K$26.3K+$2.7K2026-10-08
Buck Wealth Strategies, LLC
INCREASED2,1572,076+81+4%$21.8K$23.7K+$1.9K2026-10-28
Independence Bank of Kentucky
UNCHANGED2,0842,08400%$21.9K$22.9K+$1.0K2026-10-26
Bokf, NA
UNCHANGED1,7851,78500%$18.7K$19.6K+$8742026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,5041,50400%$15.8K$16.5K+$7372026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED1,5001,50000%$15.8K$16.5K+$7352026-11-05
Armstrong Advisory Group, Inc
INCREASED1,4781,428+50+4%$15.0K$16.2K+$1.3K2026-10-09
SJS Investment Consulting Inc.
UNCHANGED1,4381,43800%$15.1K$15.8K+$7052026-10-26
Assetmark, Inc
INCREASED1,418455+963+212%$4.8K$15.6K+$10.8K2026-10-21
CX Institutional
DECREASED1,4031,410-70%$15$15$02026-10-02
Caitong International Asset Management Co., Ltd
DECREASED1,3862,418-1,032-43%$25.4K$15.2K-$10.2K2026-10-29
Latitude Advisors, LLC
NEW1,327—+1,327——$14.6K—2026-10-27
Signature Equity Partners, LLC
NEW1,302—+1,302——$14.3K—2026-10-29
Evolution Wealth Management Inc.
INCREASED1,18775+1,112+1483%$788$13.0K+$12.3K2026-10-28
Nova Financial LLC
NEW1,185—+1,185——$13.0K—2026-11-04
Heritage Family Offices, LLP
NEW1,105—+1,105——$12.1K—2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED1,0971,09700%$11.5K$12.1K+$5372026-10-13
10Elms LLP
UNCHANGED1,0561,05600%$11.1K$11.6K+$5172026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED93893800%$9.8K$10.3K+$4602026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED74374300%$7.8K$8.2K+$3642026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED71571500%$7.5K$7.9K+$3502026-10-13
GHP Investment Advisors, Inc.
UNCHANGED66866800%$7.0K$7.3K+$3282026-10-15
Trust Co
UNCHANGED59759700%$6.3K$6.6K+$2922026-10-09
Peterson Wealth Management
INCREASED583560+23+4%$5.9K$6.4K+$5222026-11-06
Avion Wealth
UNCHANGED50050000%$5$5$02026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED40340300%$4.2K$4.4K+$1972026-10-28
Fairman Group, LLC
UNCHANGED37137100%$4.1K$4.2K+$1902026-10-26
Blue Trust, Inc.
UNCHANGED36736700%$3.9K$4.0K+$1792026-10-15
Gables Capital Management Inc.
UNCHANGED22522500%$2.4K$2.5K+$1102026-11-04
GK Wealth Management LLC
NEW195—+195——$2.1K—2026-10-09
Lanark Financial, Inc.
UNCHANGED10010000%$1.1K$1.1K+$492026-10-26
Root Financial Partners, LLC
NEW84—+84——$923—2026-10-21
RMG Wealth Management LLC
UNCHANGED696900%$840$726-$1142026-10-26
Hager Investment Management Services, LLC
INCREASED6663+3+5%$666$725+$592026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED444400%$462$483+$212026-10-27
Inscription Capital, LLC
CLOSED046,383-46,383-100%$487.0K$0-$487.0K2026-11-02
Privium Fund Management (UK) Ltd
CLOSED041,175-41,175-100%$436.9K$0-$436.9K2026-10-30
Vista Finance, LLC
CLOSED030,000-30,000-100%$315.0K$0-$315.0K2026-10-23
Titan Investment Management LLC
CLOSED020,347-20,347-100%$213.6K$0-$213.6K2026-10-22
Succession Financial, Inc.
CLOSED017,728-17,728-100%$186.1K$0-$186.1K2026-10-14
Frederick Financial Consultants, LLC
CLOSED014,531-14,531-100%$152.6K$0-$152.6K2026-10-29
Meridian Wealth Management, LLC
CLOSED012,967-12,967-100%$136.2K$0-$136.2K2026-11-05
Obsidian CIO, LLC
CLOSED012,228-12,228-100%$128.4K$0-$128.4K2026-11-05
Old National Bancorp
CLOSED011,612-11,612-100%$121.9K$0-$121.9K2026-10-20
Retirement Planning Group, LLC
CLOSED011,165-11,165-100%$117.2K$0-$117.2K2026-10-19
Autumn Glory Partners, LLC
CLOSED011,000-11,000-100%$115.5K$0-$115.5K2026-10-26
Castleview Partners, LLC
CLOSED010,917-10,917-100%$114.6K$0-$114.6K2026-10-09
Saxony Capital Management, LLC
CLOSED010,853-10,853-100%$114.0K$0-$114.0K2026-10-15
Allegiance Financial Group Advisory Services LLC
CLOSED010,208-10,208-100%$111.5K$0-$111.5K2026-11-02
Brookstone Capital Management
CLOSED010,129-10,129-100%$106.4K$0-$106.4K2026-10-22
Quent Capital, LLC
CLOSED02,794-2,794-100%$29.3K$0-$29.3K2026-11-09
AdvisorNet Financial, Inc
CLOSED01,958-1,958-100%$20.6K$0-$20.6K2026-10-15
Salem Investment Counselors Inc
CLOSED0794-794-100%$8.3K$0-$8.3K2026-10-13
New England Capital Financial Advisors LLC
CLOSED0645-645-100%$6.8K$0-$6.8K2026-11-03
Concord Wealth Partners
CLOSED0504-504-100%$5.3K$0-$5.3K2026-11-02
Gill Capital Partners, LLC
CLOSED0480-480-100%$5.0K$0-$5.0K2026-10-13
Mather Group, Llc.
CLOSED0357-357-100%$3.7K$0-$3.7K2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED0187-187-100%$2.0K$0-$2.0K2026-10-29
Blue Bell Private Wealth Management, LLC
CLOSED048-48-100%$504$0-$5042026-10-29
Cornerstone National Bank & Trust Co
CLOSED048-48-100%$511$0-$5112026-10-20
JFS Wealth Advisors, LLC
CLOSED015-15-100%$158$0-$1582026-11-03
OAK Hill Advisors LP
N/A—11,371,693-11,371,693-100%$119.4M———
UBS Group AG
N/A—5,760,510-5,760,510-100%$60.5M———
Van Eck Associates Corp
N/A—5,382,748-5,382,748-100%$56.5M———
Victory Capital Management Inc
N/A—5,032,014-5,032,014-100%$52.8M———
Saba Capital Management, L.P.A
N/A—4,215,619-4,215,619-100%$44.3M———
Morgan Stanley
N/A—2,877,758-2,877,758-100%$30.2M———
Legal & General Group Plc
N/A—2,735,984-2,735,984-100%$28.7M———
Silver Point Capital L.P.
N/A—2,724,000-2,724,000-100%$28.6M———
Cura Wealth Advisors, LLC
N/A—2,132,461-2,132,461-100%$22.4M———
Callodine Capital Management, LP
N/A—2,109,688-2,109,688-100%$22.2M———
D. E. Shaw & Co., Inc.
N/A—1,516,058-1,516,058-100%$15.9M———
Invesco Ltd.
N/A—1,502,415-1,502,415-100%$15.8M———
Rockefeller Capital Management L.P.
N/A—1,449,769-1,449,769-100%$15.2M———
CastleKnight Management LP
N/A—1,181,300-1,181,300-100%$12.4M———
Cetera Investment Advisers
N/A—1,124,969-1,124,969-100%$11.8M———
Janney Montgomery Scott LLC
N/A—1,121,671-1,121,671-100%$11.8M———
BlackRock, Inc.
N/A—1,058,574-1,058,574-100%$11.1M———
Kohlberg Kravis Roberts & Co. L.P.
N/A—980,587-980,587-100%$10.3M———
Lalia Capital, LLC
N/A—923,146-923,146-100%$9.7M———
Arax Advisory Partners
N/A—903,927-903,927-100%$9.5M———
Osaic Holdings, Inc.
N/A—784,393-784,393-100%$8.2M———
Franklin Resources Inc
N/A—766,027-766,027-100%$8.0M———
Omers Administration Corp
N/A—718,860-718,860-100%$7.5M———
Raymond James Financial Inc
N/A—707,361-707,361-100%$7.4M———
Sanctuary Advisors, LLC
N/A—670,765-670,765-100%$7.0M———
Goldman Sachs Group Inc
N/A—666,710-666,710-100%$7.0M———
Caxton Associates LLP
N/A—654,147-654,147-100%$6.9M———
Transcend Capital Advisors, LLC
N/A—643,607-643,607-100%$6.8M———
Wells Fargo & Company
N/A—604,378-604,378-100%$6.3M———
Susquehanna International Group, LLP
N/A—554,692-554,692-100%$5.8M———
Trexquant Investment LP
N/A—550,249-550,249-100%$5.8M———
Palliser Capital (UK) LtdA
N/A—527,840-527,840-100%$5.5M———
Nomura Holdings Inc
N/A—497,100-497,100-100%$5.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—476,366-476,366-100%$5.0M———
MML Investors Services, LLC
N/A—414,650-414,650-100%$4.4M———
State Street Corp
N/A—401,836-401,836-100%$4.4M———
Ilex Capital Partners (UK) LLP
N/A—368,158-368,158-100%$3.9M———
Ameriprise Financial Inc
N/A—366,777-366,777-100%$3.9M———
HighTower Advisors, LLC
N/A—362,213-362,213-100%$3.8M———
Rothschild Wealth LLC
N/A—357,568-357,568-100%$3.8M———
Canada Life Assurance Co
N/A—345,732-345,732-100%$3.6M———
BNP Paribas Financial Markets
N/A—331,810-331,810-100%$3.5M———
Ethos Financial Group, LLC
N/A—329,344-329,344-100%$3.5M———
Modern Wealth Management, LLC
N/A—308,991-308,991-100%$3.2M———
Kovack Advisors, Inc.
N/A—297,876-297,876-100%$3.2M———
Advisors Asset Management, Inc.
N/A—287,336-287,336-100%$3.0M———
Varcov Co.
N/A—274,163-274,163-100%$2.9M———
Lazard Asset Management LLC
N/A—268,026-268,026-100%$2.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—256,303-256,303-100%$2.7M———
Alpine Global Management, LLC
N/A—251,373-251,373-100%$2.6M———
Citadel Advisors LLC
N/A—239,979-239,979-100%$2.5M———
Focus Partners Advisor Solutions, LLC
N/A—230,514-230,514-100%$2.4M———
Private Advisor Group, LLC
N/A—228,207-228,207-100%$2.4M———
Adapt Wealth Advisors, LLC
N/A—226,681-226,681-100%$2.4M———
Inspire Advisors, LLC
N/A—216,083-216,083-100%$2.3M———
Financial Gravity Companies, Inc.
N/A—212,564-212,564-100%$2.2M———
Jupiter Asset Management LTD
N/A—206,528-206,528-100%$2.2M———
Arkadios Wealth Advisors
N/A—205,796-205,796-100%$2.2M———
Naviter Wealth, LLC
N/A—203,271-203,271-100%$2.2M———
Prelude Capital Management, LLC
N/A—200,000-200,000-100%$2.1M———
Envestnet Asset Management Inc
N/A—189,182-189,182-100%$2.0M———
Parkwood LLC
N/A—187,500-187,500-100%$2.0M———
&partners
N/A—186,097-186,097-100%$1.9M———
NewEdge Advisors, LLC
N/A—181,798-181,798-100%$1.9M———
Significant Wealth Partners LLC
N/A—180,330-180,330-100%$1.9M———
RIK Saylor Financial, Inc.
N/A—179,301-179,301-100%$1.9M———
Ares Management LLC
N/A—170,728-170,728-100%$1.8M———
Icon Wealth Advisors, LLC
N/A—163,372-163,372-100%$1.7M———
Royal Bank of Canada
N/A—160,791-160,791-100%$1.7M———
Capital Fund Management S.A.
N/A—154,611-154,611-100%$1.6M———
Bank of America Corp
N/A—154,396-154,396-100%$1.6M———
Campbell Capital Management Inc
N/A—153,850-153,850-100%$1.6M———
Denali Advisors LLC
N/A—150,376-150,376-100%$1.6M———
Strategic Wealth Partners, Ltd.
N/A—147,553-147,553-100%$1.5M———
AQR Capital Management LLC
N/A—144,381-144,381-100%$1.5M———
Brevan Howard Capital Management LP
N/A—139,663-139,663-100%$1.5M———
Captrust Financial Advisors
N/A—137,173-137,173-100%$1.4M———
Cerberus Capital Management, L.P.
N/A—135,000-135,000-100%$1.4M———
Proactive Wealth Strategies LLC
N/A—131,711-131,711-100%$1.4M———
XTX Topco Ltd
N/A—115,517-115,517-100%$1.2M———
Northern Trust Corp
N/A—104,459-104,459-100%$1.1M———
Intellectus Partners, LLC
N/A—101,751-101,751-100%$1.1M———
Two Sigma Investments, LP
N/A—99,589-99,589-100%$1.0M———
Focus Partners Wealth
N/A—99,264-99,264-100%$1.0M———
Stifel Financial Corp
N/A—91,710-91,710-100%$963.0K———
Harvest Investment Services, LLC
N/A—86,406-86,406-100%$907.3K———
Atom Investors LP
N/A—84,249-84,249-100%$884.6K———
WCG Wealth Advisors LLC
N/A—83,692-83,692-100%$878.8K———
Equitable Holdings, Inc.
N/A—81,424-81,424-100%$854.9K———
Capstone Investment Advisors, LLC
N/A—78,834-78,834-100%$827.8K———
IHT Wealth Management, LLC
N/A—76,065-76,065-100%$798.7K———
Stratos Wealth Partners, Ltd.
N/A—75,031-75,031-100%$787.8K———
Mercer Global Advisors Inc
N/A—74,937-74,937-100%$786.8K———
Virtus Investment Advisers, LLC
N/A—74,745-74,745-100%$784.8K———
DnB Asset Management AS
N/A—73,929-73,929-100%$776.3K———
Truvestments Capital LLC
N/A—73,094-73,094-100%$767.5K———
Concorde Asset Management, LLC
N/A—70,634-70,634-100%$770.7K———
Waverly Advisors, LLC
N/A—67,020-67,020-100%$703.7K———
Group One Trading LLC
N/A—66,827-66,827-100%$701.7K———
World Investment Advisors
N/A—65,614-65,614-100%$670.3K———
Ausdal Financial Partners, Inc.
N/A—65,073-65,073-100%$683.3K———
Independent Advisor Alliance
N/A—62,295-62,295-100%$654.1K———
Neuberger Berman Group LLC
N/A—61,363-61,363-100%$644.3K———
Mariner, LLC
N/A—59,112-59,112-100%$620.7K———
Global Retirement Partners, LLC
N/A—58,085-58,085-100%$609.9K———
Integrated Wealth Concepts LLC
N/A—56,374-56,374-100%$591.9K———
Summit Trail Advisors, LLC
N/A—50,148-50,148-100%$526.6K———
Coign Capital Advisors LLC
N/A—50,125-50,125-100%$530.0K———
Venturi Wealth Management, LLC
N/A—46,877-46,877-100%$492.2K———
Beacon Pointe Advisors, LLC
N/A—46,749-46,749-100%$490.9K———
AE Wealth Management LLC
N/A—46,476-46,476-100%$488.0K———
Dover Advisors, LLC
N/A—45,888-45,888-100%$679.6K———
Steward Partners Investment Advisory, LLC
N/A—43,059-43,059-100%$452.1K———
Guggenheim Capital LLC
N/A—42,632-42,632-100%$447.6K———
Silver OAK Securities, Incorporated
N/A—38,057-38,057-100%$399.6K———
JB Capital Partners LP
N/A—37,500-37,500-100%$393.8K———
Pathstone Holdings, LLC
N/A—36,364-36,364-100%$381.8K———
VPR Management LLC
N/A—36,000-36,000-100%$378.0K———
Savvy Advisors, Inc.
N/A—35,876-35,876-100%$376.7K———
nVerses Capital, LLC
N/A—33,066-33,066-100%$347.2K———
PFG Investments, LLC
N/A—32,646-32,646-100%$342.8K———
Curi Capital, LLC
N/A—32,000-32,000-100%$336.0K———
CIBC World Market Inc.
N/A—30,025-30,025-100%$315.3K———
Sequent Planning LLC
N/A—28,363-28,363-100%$297.8K———
Summit Financial, LLC
N/A—28,343-28,343-100%$309.5K———
OneDigital Investment Advisors LLC
N/A—28,254-28,254-100%$296.7K———
Dakota Wealth Management
N/A—27,815-27,815-100%$292.1K———
Quantbot Technologies LP
N/A—27,460-27,460-100%$288.3K———
Almitas Capital LLC
N/A—27,031-27,031-100%$283.8K———
Great Valley Advisor Group, Inc.
N/A—26,238-26,238-100%$275.5K———
Jacobs Equity LLC
N/A—25,900-25,900-100%$272.0K———
Waterloo Capital, L.P.
N/A—25,559-25,559-100%$268.4K———
Trivium Point Advisory, LLC
N/A—25,451-25,451-100%$267.2K———
Calton & Associates, Inc.
N/A—24,632-24,632-100%$258.6K———
Manufacturers Life Insurance Company, the
N/A—23,883-23,883-100%$250.8K———
Two Sigma Securities, LLC
N/A—23,876-23,876-100%$250.7K———
Perennial Investment Advisors, LLC
N/A—23,625-23,625-100%$248.1K———
Liberty Square Wealth Partners LLC
N/A—23,226-23,226-100%$243.9K———
CFO4Life Group, LLC
N/A—23,150-23,150-100%$243.1K———
Aptus Capital Advisors, LLC
N/A—21,808-21,808-100%$229.0K———
Second Line Capital, LLC
N/A—21,734-21,734-100%$237.3K———
Sovereign Financial Group, Inc.
N/A—20,671-20,671-100%$217.0K———
Tyche Wealth Partners LLC
N/A—20,287-20,287-100%$213.0K———
Brookwood Investment Group LLC
N/A—20,071-20,071-100%$210.7K———
Shufro Rose & Co LLC
N/A—20,001-20,001-100%$210.0K———
Cornerstone Select Advisors, LLC
N/A—19,091-19,091-100%$200.5K———
Integrity Financial Corp
N/A—19,031-19,031-100%$207.8K———
Cerity Partners LLC
N/A—18,679-18,679-100%$196.1K———
Wealthedge Investment Advisors, LLC
N/A—18,525-18,525-100%$194.5K———
JPMorgan Chase & Co
N/A—18,084-18,084-100%$191.9K———
Sequoia Financial Advisors, LLC
N/A—17,844-17,844-100%$187.4K———
First Manhattan Co. Llc.
N/A—17,400-17,400-100%$190.0K———
Ameriflex Group, Inc.
N/A—17,330-17,330-100%$182.0K———
Gateway Wealth Partners, LLC
N/A—17,244-17,244-100%$181.1K———
Mutual Advisors, LLC
N/A—16,764-16,764-100%$176.0K———
Vident Advisory, LLC
N/A—16,506-16,506-100%$173.3K———
Aigen Investment Management, LP
N/A—15,917-15,917-100%$167.1K———
Stonebridge Financial Group, LLC
N/A—15,821-15,821-100%$172———
Magnolia Capital Advisors LLC
N/A—15,565-15,565-100%$163.4K———
Keystone Financial Group
N/A—15,513-15,513-100%$162.9K———
Impact Partnership Wealth, LLC
N/A—14,285-14,285-100%$150.0K———
Price T Rowe Associates Inc
N/A—14,273-14,273-100%$150.0K———
Balyasny Asset Management L.P.
N/A—14,097-14,097-100%$148.0K———
NorthRock Partners, LLC
N/A—14,017-14,017-100%$147.2K———
SageView Advisory Group, LLC
N/A—13,896-13,896-100%$145.9K———
OneAscent Financial Services LLC
N/A—13,625-13,625-100%$143.1K———
BFC Planning, Inc.
N/A—13,358-13,358-100%$140.3K———
Millennium Management LLC
N/A—13,011-13,011-100%$136.6K———
Van Hulzen Asset Management, LLC
N/A—13,004-13,004-100%$136.5K———
Maridea Wealth Management LLC
N/A—12,786-12,786-100%$134.3K———
Fieldview Capital Management, LLC
N/A—11,905-11,905-100%$125.0K———
AXQ Capital, LP
N/A—11,710-11,710-100%$123.0K———
Hopwood Nicholas Hunter
N/A—11,652-11,652-100%$122.3K———
Legacy Wealth Managment, LLC
N/A—11,651-11,651-100%$122.3K———
Synergy Investment Management, LLC
N/A—11,547-11,547-100%$121.2K———
Federation des caisses Desjardins du Quebec
N/A—11,483-11,483-100%$120.6K———
Coppell Advisory Solutions LLC
N/A—11,309-11,309-100%$2.2K———
Calydon Capital
N/A—11,060-11,060-100%$116.1K———
Petix & Botte Co
N/A—10,934-10,934-100%$114.8K———
Schonfeld Strategic Advisors LLC
N/A—10,884-10,884-100%$114.3K———
Centaurus Financial, Inc.
N/A—10,739-10,739-100%$113.0K———
Advisors Capital Management, LLC
N/A—10,297-10,297-100%$108.1K———
Medallion Wealth Advisors, LLC
N/A—10,238-10,238-100%$107.5K———
Valley Financial Group, Inc.
N/A—10,199-10,199-100%$107.1K———
Jones Financial Companies Lllp
N/A—8,700-8,700-100%$90.5K———
Continuum Advisory, LLC
N/A—7,224-7,224-100%$75.9K———
Aventura Private Wealth, LLC
N/A—7,111-7,111-100%$74.7K———
Caption Management, LLC
N/A—6,104-6,104-100%$64.1K———
Northwestern Mutual Wealth Management Co
N/A—5,075-5,075-100%$53.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,816-4,816-100%$50.6K———
Knott David M Jr
N/A—2,875-2,875-100%$30.2K———
Harborfront Financial Group LLC
N/A—2,841-2,841-100%$29.8K———
Rothschild Investment LLC
N/A—2,528-2,528-100%$26.5K———
Smartleaf Asset Management LLC
N/A—2,439-2,439-100%$25.9K———
Financial Life Planners
N/A—2,016-2,016-100%$21.2K———
Fourth Dimension Wealth, LLC
N/A—1,688-1,688-100%$17.7K———
Caitlin John, LLC
N/A—1,315-1,315-100%$13.8K———
Atlantic Union Bankshares Corp
N/A—1,256-1,256-100%$13.2K———
SOA Wealth Advisors, Llc.
N/A—1,147-1,147-100%$12.0K———
Brown Brothers Harriman & Co
N/A—1,000-1,000-100%$10.5K———
Crewe Advisors LLC
N/A—985-985-100%$10.3K———
Huntington National Bank
N/A—734-734-100%$7.7K———
PlanVest Financial, Inc
N/A—413-413-100%$4.3K———
Allied Private Wealth LLC
N/A—300-300-100%$3.2K———
Measured Wealth Private Client Group, LLC
N/A—218-218-100%$2.3K———
SHP Wealth Management
N/A—200-200-100%$2.1K———
Quarry LP
N/A—73-73-100%$767———
Tower Research Capital LLC (TRC)
N/A—59-59-100%$620———
Acadian Asset Management LLC
N/A—5-5-100%$0———
Basepoint Wealth LLC
N/A—1-1-100%$7———
Showing 466 of 466 institutions