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Fidelity Msci Cons Discr IND (FDIS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares1,665,373 from 1,436,002
Change+229,371 (+16%)
Value$157.7M (+$10.0M)
Filed 2026-11-04
AGF Management LTD
DECREASED
Shares241,112 from 305,894
Change-64,782 (-21%)
Value$22.8M (-$8.6M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares230,487 from 215,658
Change+14,829 (+7%)
Value$21.8M (-$348.8K)
Filed 2026-10-21
Fischer Financial Services, Inc.
INCREASED
Shares148,671 from 144,384
Change+4,287 (+3%)
Value$14.1M (-$767.8K)
Filed 2026-10-30
Independence Financial Advisors, LLC
INCREASED
Shares131,483 from 123,456
Change+8,027 (+7%)
Value$12.5M (-$243.5K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares123,037 from 124,328
Change-1,291 (-1%)
Value$11.7M (-$1.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares86,846 from 83,257
Change+3,589 (+4%)
Value$8.2M (-$337.0K)
Filed 2026-11-02
Yoder Wealth Management, Inc.
INCREASED
Shares76,816 from 66,536
Change+10,280 (+15%)
Value$7.3M (+$432.7K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares70,636 from 84,168
Change-13,532 (-16%)
Value$6.7M (-$2.0M)
Filed 2026-11-04
Congress Asset Management Co
NEW
Shares67,763
Change+67,763
Value$6.4M
Filed 2026-10-06
KCM Investment Advisors LLC
DECREASED
Shares50,476 from 50,674
Change-198 (0%)
Value$4.8M (-$430.7K)
Filed 2026-10-27
Keystone Global Partners, LLC
DECREASED
Shares45,917 from 66,566
Change-20,649 (-31%)
Value$4.3M (-$2.5M)
Filed 2026-10-13
CX Institutional
INCREASED
Shares44,840 from 43,979
Change+861 (+2%)
Value$4.2K (-$276)
Filed 2026-10-02
Penobscot Wealth Management
INCREASED
Shares44,224 from 41,177
Change+3,047 (+7%)
Value$4.2M (-$46.2K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,591 from 37,245
Change-654 (-2%)
Value$3.5M (-$364.0K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares36,479 from 10,908
Change+25,571 (+234%)
Value$3.5M (+$2.3M)
Filed 2026-10-13
Maltin Wealth Management, Inc.
INCREASED
Shares34,311 from 33,386
Change+925 (+3%)
Value$3.2M (-$183.9K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
INCREASED
Shares33,354 from 32,590
Change+764 (+2%)
Value$3.2M (-$192.6K)
Filed 2026-11-02
SFI Advisors, LLC
DECREASED
Shares31,280 from 31,446
Change-166 (-1%)
Value$3.0M (-$271.4K)
Filed 2026-10-30
Smith Salley Wealth Management
DECREASED
Shares25,952 from 25,999
Change-47 (0%)
Value$2.5M (-$215.8K)
Filed 2026-11-03
Lynch & Associates
INCREASED
Shares22,163 from 21,395
Change+768 (+4%)
Value$2.1M (-$101.2K)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares22,046 from 18,598
Change+3,448 (+19%)
Value$2.1M (+$175.4K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares21,754 from 21,552
Change+202 (+1%)
Value$2.1M (-$156.0K)
Filed 2026-11-05
RFG Advisory, LLC
NEW
Shares20,846
Change+20,846
Value$2.0M
Filed 2026-11-03
J.Safra Asset Management Corp
INCREASED
Shares20,378 from 17,642
Change+2,736 (+16%)
Value$1.9M (+$115.7K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares18,843 from 17,886
Change+957 (+5%)
Value$1.8M (-$54.8K)
Filed 2026-10-30
American National Bank & Trust
INCREASED
Shares16,639 from 15,641
Change+998 (+6%)
Value$1.6M (-$32.5K)
Filed 2026-10-07
KDK Private Wealth Management, LLC
DECREASED
Shares15,873 from 15,926
Change-53 (0%)
Value$1.5M (-$134.5K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares15,131 from 14,474
Change+657 (+5%)
Value$1.4M (-$55.4K)
Filed 2026-10-16
Southern Capital Advisors, LLC
INCREASED
Shares14,476 from 14,449
Change+27 (+0%)
Value$1.4M (-$114.9K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
DECREASED
Shares12,575 from 16,343
Change-3,768 (-23%)
Value$1.2M (-$489.8K)
Filed 2026-10-27
Investors Research Corp
DECREASED
Shares12,325 from 13,219
Change-894 (-7%)
Value$1.2M (-$192.1K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
DECREASED
Shares12,296 from 13,783
Change-1,487 (-11%)
Value$1.2M (-$252.9K)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares10,630 from 9,123
Change+1,507 (+17%)
Value$1.0M (+$110.4K)
Filed 2026-10-16
Ellis Investment Partners, LLC
DECREASED
Shares10,373 from 10,862
Change-489 (-4%)
Value$982.5K (-$134.6K)
Filed 2026-10-21
Heck Capital Advisors, LLC
DECREASED
Shares8,480 from 11,932
Change-3,452 (-29%)
Value$803.1K (-$423.9K)
Filed 2026-10-14
Redwood Financial Network Corp
INCREASED
Shares7,976 from 7,813
Change+163 (+2%)
Value$755.4K (-$48.0K)
Filed 2026-11-03
Blue Jean Financial LLC
DECREASED
Shares7,865 from 8,070
Change-205 (-3%)
Value$744.9K (-$85.0K)
Filed 2026-10-20
Bayshore Capital Advisors, LLC
UNCHANGED
Shares7,751 from 7,751
Change0 (0%)
Value$734.1K (-$63.0K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares7,749 from 9,879
Change-2,130 (-22%)
Value$734.1K (-$282.1K)
Filed 2026-10-16
Riverbridge Partners LLC
NEW
Shares7,578
Change+7,578
Value$717.7K
Filed 2026-11-05
Creative Planning
DECREASED
Shares7,387 from 7,747
Change-360 (-5%)
Value$699.7K (-$97.0K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares6,957 from 6,758
Change+199 (+3%)
Value$658.9K (-$36.1K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares5,755 from 6,168
Change-413 (-7%)
Value$545.1K (-$89.2K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,504 from 100
Change+5,404 (+5404%)
Value$521.9K (+$511.6K)
Filed 2026-11-04
Centennial Wealth Advisory LLC
INCREASED
Shares5,336 from 5,181
Change+155 (+3%)
Value$507.4K (-$25.5K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares5,153 from 5,458
Change-305 (-6%)
Value$500.8K (-$59.9K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares5,151
Change+5,151
Value$487.9K
Filed 2026-10-16
Fifth Third Securities, Inc.
UNCHANGED
Shares4,981 from 4,981
Change0 (0%)
Value$471.8K (-$40.5K)
Filed 2026-10-21
Center For Asset Management LLC
NEW
Shares4,731
Change+4,731
Value$448.1K
Filed 2026-10-16
Sanchez Gaunt Capital Management, LLC
UNCHANGED
Shares4,612 from 4,612
Change0 (0%)
Value$436.8K (-$37.5K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares4,562 from 8,164
Change-3,602 (-44%)
Value$432.1K (-$407.5K)
Filed 2026-10-30
Eley Financial Management, Inc
DECREASED
Shares4,393 from 4,395
Change-2 (0%)
Value$416.1K (-$35.9K)
Filed 2026-11-03
Crumly & Associates Inc.
UNCHANGED
Shares4,216 from 4,216
Change0 (0%)
Value$399.3K (-$34.3K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares4,075 from 4,270
Change-195 (-5%)
Value$385.9K (-$53.2K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares3,568 from 6,274
Change-2,706 (-43%)
Value$337.9K (-$307.3K)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares3,416 from 3,429
Change-13 (0%)
Value$323.5K (-$29.1K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares3,338 from 1,484
Change+1,854 (+125%)
Value$316.1K (+$163.6K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,267 from 3,267
Change0 (0%)
Value$309.5K (-$26.5K)
Filed 2026-10-13
Fulton Bank, N.A.
INCREASED
Shares3,216 from 2,960
Change+256 (+9%)
Value$304.6K (+$181)
Filed 2026-10-14
Mcrae Capital Management Inc
INCREASED
Shares3,215 from 3,132
Change+83 (+3%)
Value$304.5K (-$17.6K)
Filed 2026-10-15
Smith Shellnut Wilson LLC
DECREASED
Shares3,000 from 3,930
Change-930 (-24%)
Value$284.1K (-$120.0K)
Filed 2026-10-21
VCI Wealth Management LLC
DECREASED
Shares2,958 from 3,405
Change-447 (-13%)
Value$280.2K (-$70.0K)
Filed 2026-10-29
Monte Financial Group, LLC
INCREASED
Shares2,910 from 2,762
Change+148 (+5%)
Value$275.6K (-$4.8K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares2,903 from 2,896
Change+7 (+0%)
Value$275.0K (-$22.9K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares2,884 from 2,889
Change-5 (0%)
Value$273.1K (-$24.0K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,731 from 2,979
Change-248 (-8%)
Value$258.7K (-$47.7K)
Filed 2026-10-23
Brighton Jones LLC
DECREASED
Shares2,588 from 2,985
Change-397 (-13%)
Value$245.2K (-$61.9K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares2,527 from 2,353
Change+174 (+7%)
Value$239.3K (-$2.6K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$230.5K (-$19.8K)
Filed 2026-10-05
Magnolia Capital Management LTD
DECREASED
Shares2,420 from 3,980
Change-1,560 (-39%)
Value$229.0K (+$228.6K)
Filed 2026-10-09
Amplius Wealth Advisors, LLC
DECREASED
Shares2,204 from 2,774
Change-570 (-21%)
Value$208.7K (-$76.5K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares2,171
Change+2,171
Value$205.6K
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$212.3K ($0)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares1,966 from 1,823
Change+143 (+8%)
Value$186.2K (-$1.3K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares1,650 from 11,695
Change-10,045 (-86%)
Value$156.2K (-$1.0M)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares1,516 from 1,457
Change+59 (+4%)
Value$143.6K (-$6.3K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$139.0K (-$11.9K)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$118.7K (-$10.2K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares1,084 from 1,239
Change-155 (-13%)
Value$102.7K (-$24.7K)
Filed 2026-10-30
Sage Mountain Advisors LLC
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$95.8K (-$8.2K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares850 from 845
Change+5 (+1%)
Value$80.5K (-$6.4K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares765 from 426
Change+339 (+80%)
Value$72.5K (+$28.6K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$57.4K (-$4.9K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$52.0K (-$4.5K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares364 from 240
Change+124 (+52%)
Value$34.5K (+$9.8K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares336
Change+336
Value$31.8K
Filed 2026-10-21
Decker Retirement Planning Inc.
DECREASED
Shares322 from 364
Change-42 (-12%)
Value$30.5K (-$6.9K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares271 from 135
Change+136 (+101%)
Value$25.7K (+$11.8K)
Filed 2026-11-02
IFS Advisors, LLC
NEW
Shares265
Change+265
Value$25.1K
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$24.0K (-$2.1K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$23.7K (-$2.1K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$22.4K (-$1.9K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$20.0K (-$1.7K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
NEW
Shares210
Change+210
Value$19.9K
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.9K (-$1.6K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$18.2K (-$1.6K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED
Shares190 from 345
Change-155 (-45%)
Value$18.0K (-$17.5K)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$17.5K (-$1.5K)
Filed 2026-11-04
WestEnd Advisors, LLC
NEW
Shares170
Change+170
Value$16.1K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$14.1K (-$1.2K)
Filed 2026-10-16
Versant Capital Management, Inc
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$14.1K (-$1.2K)
Filed 2026-10-02
Roxbury Financial LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$12.7K (-$1.1K)
Filed 2026-10-01
Gamma Investing LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$12.1K (-$1.0K)
Filed 2026-10-08
Key Capital Management, Inc
INCREASED
Shares113 from 89
Change+24 (+27%)
Value$10.7K (+$1.5K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$10.0K (-$858)
Filed 2026-10-23
Byrne Asset Management LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$9.1K (-$769)
Filed 2026-10-06
Latitude Advisors, LLC
NEW
Shares91
Change+91
Value$8.6K
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$7.9K (-$675)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.6K (-$569)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
NEW
Shares64
Change+64
Value$6.1K
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares45 from 112
Change-67 (-60%)
Value$4.3K (-$7.2K)
Filed 2026-11-03
EPG Wealth Management LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.2K (-$353)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.0K (-$341)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.8K (-$320)
Filed 2026-10-20
Country Trust Bank
NEW
Shares39
Change+39
Value$3.7K
Filed 2026-10-30
Armstrong Advisory Group, Inc
NEW
Shares36
Change+36
Value$3.4K
Filed 2026-10-09
GHP Investment Advisors, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.4K (-$293)
Filed 2026-10-15
Parallel Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.3K (-$284)
Filed 2026-11-03
Pillar Financial Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.2K (-$276)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
NEW
Shares26
Change+26
Value$2.5K
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares26 from 38
Change-12 (-32%)
Value$2.5K (-$1.5K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.5K (-$211)
Filed 2026-10-09
US Bancorp \de\
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.2K (-$187)
Filed 2026-11-05
Kingdom Financial Group Llc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.6K (-$137)
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.5K (-$137)
Filed 2026-10-27
Strengthening Families & Communities, LLC
DECREASED
Shares15 from 77
Change-62 (-81%)
Value$1.5K (-$6.5K)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.4K (-$122)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares13
Change+13
Value$1.3K
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$97)
Filed 2026-10-16
Mondrian Investment Partners LTD
NEW
Shares7
Change+7
Value$680
Filed 2026-10-23
Birchbrook, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$569 (-$49)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 38,872
Change-38,872 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-29
New York Life Investment Management LLC
CLOSED
Shares0 from 34,621
Change-34,621 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 16,613
Change-16,613 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-22
Bauman Advisory Group, LLC
CLOSED
Shares0 from 2,655
Change-2,655 (-100%)
Value$0 (-$273.0K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
CLOSED
Shares0 from 1,945
Change-1,945 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-30
SYM Financial Corp
CLOSED
Shares0 from 524
Change-524 (-100%)
Value$0 (-$53.9K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$29.3K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-26
POM Investment Strategies, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-11-04
Larson Financial Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$78)
Filed 2026-11-05
Raleigh Capital Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$39)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$39 (-$3)
Filed 2026-10-16
AE Wealth Management LLC
N/A
Shares— from 1,230,772
Change-1,230,772 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 597,552
Change-597,552 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 235,989
Change-235,989 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 126,426
Change-126,426 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 122,600
Change-122,600 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88,600
Change-88,600 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 81,714
Change-81,714 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 66,541
Change-66,541 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 64,381
Change-64,381 (-100%)
Value—
FMR LLC
N/A
Shares— from 58,365
Change-58,365 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 57,704
Change-57,704 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 52,349
Change-52,349 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 47,739
Change-47,739 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 46,740
Change-46,740 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 40,306
Change-40,306 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,997
Change-39,997 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,519
Change-37,519 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,871
Change-33,871 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 33,467
Change-33,467 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 26,432
Change-26,432 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 25,209
Change-25,209 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 23,632
Change-23,632 (-100%)
Value—
UBS Group AG
N/A
Shares— from 23,321
Change-23,321 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,002
Change-23,002 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,828
Change-21,828 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,370
Change-20,370 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 19,322
Change-19,322 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,844
Change-17,844 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,971
Change-15,971 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,002
Change-15,002 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,153
Change-12,153 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,211
Change-10,211 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,601
Change-9,601 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,318
Change-6,318 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 831
Change-831 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 827
Change-827 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 801
Change-801 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 695
Change-695 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 639
Change-639 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 605
Change-605 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 434
Change-434 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 387
Change-387 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 343
Change-343 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 284
Change-284 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 261
Change-261 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 229
Change-229 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 172
Change-172 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 171
Change-171 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Blair William & Co
N/A
Shares— from 121
Change-121 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Motco
N/A
Shares— from 25
Change-25 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED1,665,3731,436,002+229,371+16%$147.7M$157.7M+$10.0M2026-11-04
AGF Management LTD
DECREASED241,112305,894-64,782-21%$31.5M$22.8M-$8.6M2026-11-03
Assetmark, Inc
INCREASED230,487215,658+14,829+7%$22.2M$21.8M-$348.8K2026-10-21
Fischer Financial Services, Inc.
INCREASED148,671144,384+4,287+3%$14.8M$14.1M-$767.8K2026-10-30
Independence Financial Advisors, LLC
INCREASED131,483123,456+8,027+7%$12.7M$12.5M-$243.5K2026-10-08
Commonwealth Equity Services, LLC
DECREASED123,037124,328-1,291-1%$12.8M$11.7M-$1.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED86,84683,257+3,589+4%$8.6M$8.2M-$337.0K2026-11-02
Yoder Wealth Management, Inc.
INCREASED76,81666,536+10,280+15%$6.8M$7.3M+$432.7K2026-10-13
Citigroup Inc
DECREASED70,63684,168-13,532-16%$8.7M$6.7M-$2.0M2026-11-04
Congress Asset Management Co
NEW67,763—+67,763——$6.4M—2026-10-06
KCM Investment Advisors LLC
DECREASED50,47650,674-1980%$5.2M$4.8M-$430.7K2026-10-27
Keystone Global Partners, LLC
DECREASED45,91766,566-20,649-31%$6.8M$4.3M-$2.5M2026-10-13
CX Institutional
INCREASED44,84043,979+861+2%$4.5K$4.2K-$2762026-10-02
Penobscot Wealth Management
INCREASED44,22441,177+3,047+7%$4.2M$4.2M-$46.2K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED36,59137,245-654-2%$3.8M$3.5M-$364.0K2026-11-02
Signal Advisors Wealth, LLC
INCREASED36,47910,908+25,571+234%$1.1M$3.5M+$2.3M2026-10-13
Maltin Wealth Management, Inc.
INCREASED34,31133,386+925+3%$3.4M$3.2M-$183.9K2026-10-13
Schmidt P J Investment Management Inc
INCREASED33,35432,590+764+2%$3.4M$3.2M-$192.6K2026-11-02
SFI Advisors, LLC
DECREASED31,28031,446-166-1%$3.2M$3.0M-$271.4K2026-10-30
Smith Salley Wealth Management
DECREASED25,95225,999-470%$2.7M$2.5M-$215.8K2026-11-03
Lynch & Associates
INCREASED22,16321,395+768+4%$2.2M$2.1M-$101.2K2026-10-13
Meridian Wealth Management, LLC
INCREASED22,04618,598+3,448+19%$1.9M$2.1M+$175.4K2026-11-05
Thrivent Financial for Lutherans
INCREASED21,75421,552+202+1%$2.2M$2.1M-$156.0K2026-11-05
RFG Advisory, LLC
NEW20,846—+20,846——$2.0M—2026-11-03
J.Safra Asset Management Corp
INCREASED20,37817,642+2,736+16%$1.8M$1.9M+$115.7K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED18,84317,886+957+5%$1.8M$1.8M-$54.8K2026-10-30
American National Bank & Trust
INCREASED16,63915,641+998+6%$1.6M$1.6M-$32.5K2026-10-07
KDK Private Wealth Management, LLC
DECREASED15,87315,926-530%$1.6M$1.5M-$134.5K2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED15,13114,474+657+5%$1.5M$1.4M-$55.4K2026-10-16
Southern Capital Advisors, LLC
INCREASED14,47614,449+27+0%$1.5M$1.4M-$114.9K2026-10-26
Pathway Financial Advisers, LLC
DECREASED12,57516,343-3,768-23%$1.7M$1.2M-$489.8K2026-10-27
Investors Research Corp
DECREASED12,32513,219-894-7%$1.4M$1.2M-$192.1K2026-10-07
J.W. Cole Advisors, Inc.
DECREASED12,29613,783-1,487-11%$1.4M$1.2M-$252.9K2026-11-05
Mosley Wealth Management
INCREASED10,6309,123+1,507+17%$938.2K$1.0M+$110.4K2026-10-16
Ellis Investment Partners, LLC
DECREASED10,37310,862-489-4%$1.1M$982.5K-$134.6K2026-10-21
Heck Capital Advisors, LLC
DECREASED8,48011,932-3,452-29%$1.2M$803.1K-$423.9K2026-10-14
Redwood Financial Network Corp
INCREASED7,9767,813+163+2%$803.4K$755.4K-$48.0K2026-11-03
Blue Jean Financial LLC
DECREASED7,8658,070-205-3%$829.9K$744.9K-$85.0K2026-10-20
Bayshore Capital Advisors, LLC
UNCHANGED7,7517,75100%$797.1K$734.1K-$63.0K2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED7,7499,879-2,130-22%$1.0M$734.1K-$282.1K2026-10-16
Riverbridge Partners LLC
NEW7,578—+7,578——$717.7K—2026-11-05
Creative Planning
DECREASED7,3877,747-360-5%$796.7K$699.7K-$97.0K2026-11-02
Soltis Investment Advisors LLC
INCREASED6,9576,758+199+3%$695.0K$658.9K-$36.1K2026-10-28
Farther Finance Advisors, LLC
DECREASED5,7556,168-413-7%$634.3K$545.1K-$89.2K2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED5,504100+5,404+5404%$10.3K$521.9K+$511.6K2026-11-04
Centennial Wealth Advisory LLC
INCREASED5,3365,181+155+3%$532.9K$507.4K-$25.5K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED5,1535,458-305-6%$560.8K$500.8K-$59.9K2026-10-13
Concurrent Investment Advisors, LLC
NEW5,151—+5,151——$487.9K—2026-10-16
Fifth Third Securities, Inc.
UNCHANGED4,9814,98100%$512.2K$471.8K-$40.5K2026-10-21
Center For Asset Management LLC
NEW4,731—+4,731——$448.1K—2026-10-16
Sanchez Gaunt Capital Management, LLC
UNCHANGED4,6124,61200%$474.3K$436.8K-$37.5K2026-11-03
Spire Wealth Management
DECREASED4,5628,164-3,602-44%$839.6K$432.1K-$407.5K2026-10-30
Eley Financial Management, Inc
DECREASED4,3934,395-20%$452.0K$416.1K-$35.9K2026-11-03
Crumly & Associates Inc.
UNCHANGED4,2164,21600%$433.6K$399.3K-$34.3K2026-10-07
Lanark Financial, Inc.
DECREASED4,0754,270-195-5%$439.1K$385.9K-$53.2K2026-10-26
Sigma Planning Corp
DECREASED3,5686,274-2,706-43%$645.2K$337.9K-$307.3K2026-10-23
PFG Advisors
DECREASED3,4163,429-130%$352.6K$323.5K-$29.1K2026-10-16
Fifth Third Bancorp
INCREASED3,3381,484+1,854+125%$152.6K$316.1K+$163.6K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED3,2673,26700%$336.0K$309.5K-$26.5K2026-10-13
Fulton Bank, N.A.
INCREASED3,2162,960+256+9%$304.4K$304.6K+$1812026-10-14
Mcrae Capital Management Inc
INCREASED3,2153,132+83+3%$322.1K$304.5K-$17.6K2026-10-15
Smith Shellnut Wilson LLC
DECREASED3,0003,930-930-24%$404.2K$284.1K-$120.0K2026-10-21
VCI Wealth Management LLC
DECREASED2,9583,405-447-13%$350.2K$280.2K-$70.0K2026-10-29
Monte Financial Group, LLC
INCREASED2,9102,762+148+5%$280.4K$275.6K-$4.8K2026-11-02
Creative Financial Designs Inc
INCREASED2,9032,896+7+0%$297.8K$275.0K-$22.9K2026-11-04
Apollon Wealth Management, LLC
DECREASED2,8842,889-50%$297.1K$273.1K-$24.0K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED2,7312,979-248-8%$306.4K$258.7K-$47.7K2026-10-23
Brighton Jones LLC
DECREASED2,5882,985-397-13%$307.0K$245.2K-$61.9K2026-11-03
Csenge Advisory Group
INCREASED2,5272,353+174+7%$241.9K$239.3K-$2.6K2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED2,4342,43400%$250.3K$230.5K-$19.8K2026-10-05
Magnolia Capital Management LTD
DECREASED2,4203,980-1,560-39%$409$229.0K+$228.6K2026-10-09
Amplius Wealth Advisors, LLC
DECREASED2,2042,774-570-21%$285.3K$208.7K-$76.5K2026-10-20
Partners Wealth Management, LLC
NEW2,171—+2,171——$205.6K—2026-10-28
PKS Advisory Services, LLC
UNCHANGED2,0662,06600%$212.3K$212.3K$02026-10-26
IFP Advisors, Inc
INCREASED1,9661,823+143+8%$187.5K$186.2K-$1.3K2026-10-16
Elevated Capital Advisors, LLC
DECREASED1,65011,695-10,045-86%$1.2M$156.2K-$1.0M2026-11-04
CoreCap Advisors, LLC
INCREASED1,5161,457+59+4%$149.8K$143.6K-$6.3K2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,4681,46800%$151.0K$139.0K-$11.9K2026-10-27
Piscataqua Savings Bank
UNCHANGED1,2531,25300%$128.9K$118.7K-$10.2K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED1,0841,239-155-13%$127.4K$102.7K-$24.7K2026-10-30
Sage Mountain Advisors LLC
UNCHANGED1,0111,01100%$104.0K$95.8K-$8.2K2026-11-02
Triumph Capital Management
INCREASED850845+5+1%$86.9K$80.5K-$6.4K2026-10-14
Cape Investment Advisory, Inc.
INCREASED765426+339+80%$43.8K$72.5K+$28.6K2026-10-13
Signaturefd, LLC
UNCHANGED60660600%$62.3K$57.4K-$4.9K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED54954900%$56.5K$52.0K-$4.5K2026-10-21
Rossby Financial, LCC
INCREASED364240+124+52%$24.7K$34.5K+$9.8K2026-11-05
Root Financial Partners, LLC
NEW336—+336——$31.8K—2026-10-21
Decker Retirement Planning Inc.
DECREASED322364-42-12%$37.4K$30.5K-$6.9K2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED271135+136+101%$13.9K$25.7K+$11.8K2026-11-02
IFS Advisors, LLC
NEW265—+265——$25.1K—2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED25325300%$26.0K$24.0K-$2.1K2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED25025000%$25.9K$23.7K-$2.1K2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED23723700%$24.4K$22.4K-$1.9K2026-11-04
Barrett & Company, Inc.
UNCHANGED21121100%$21.7K$20.0K-$1.7K2026-10-22
Cassaday & Co Wealth Management LLC
NEW210—+210——$19.9K—2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED20020000%$20.6K$18.9K-$1.6K2026-10-23
Gables Capital Management Inc.
UNCHANGED19219200%$19.7K$18.2K-$1.6K2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED190345-155-45%$35.5K$18.0K-$17.5K2026-10-15
AlphaCore Capital LLC
UNCHANGED18518500%$19.0K$17.5K-$1.5K2026-11-04
WestEnd Advisors, LLC
NEW170—+170——$16.1K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED14914900%$15.3K$14.1K-$1.2K2026-10-16
Versant Capital Management, Inc
UNCHANGED14914900%$15.3K$14.1K-$1.2K2026-10-02
Roxbury Financial LLC
UNCHANGED13413400%$13.8K$12.7K-$1.1K2026-10-01
Gamma Investing LLC
UNCHANGED12812800%$13.2K$12.1K-$1.0K2026-10-08
Key Capital Management, Inc
INCREASED11389+24+27%$9.2K$10.7K+$1.5K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED10610600%$10.9K$10.0K-$8582026-10-23
Byrne Asset Management LLC
UNCHANGED969600%$9.9K$9.1K-$7692026-10-06
Latitude Advisors, LLC
NEW91—+91——$8.6K—2026-10-27
Hoey Investments, Inc
UNCHANGED838300%$8.5K$7.9K-$6752026-10-29
Ashton Thomas Private Wealth, LLC
UNCHANGED707000%$7.2K$6.6K-$5692026-11-03
EverSource Wealth Advisors, LLC
NEW64—+64——$6.1K—2026-11-04
JFS Wealth Advisors, LLC
DECREASED45112-67-60%$11.5K$4.3K-$7.2K2026-11-03
EPG Wealth Management LLC
UNCHANGED454500%$4.6K$4.2K-$3532026-11-03
Nfsg Corp
UNCHANGED424200%$4.3K$4.0K-$3412026-10-15
Private Trust Co NA
UNCHANGED404000%$4.1K$3.8K-$3202026-10-20
Country Trust Bank
NEW39—+39——$3.7K—2026-10-30
Armstrong Advisory Group, Inc
NEW36—+36——$3.4K—2026-10-09
GHP Investment Advisors, Inc.
UNCHANGED363600%$3.7K$3.4K-$2932026-10-15
Parallel Advisors, LLC
UNCHANGED353500%$3.6K$3.3K-$2842026-11-03
Pillar Financial Advisors, LLC
UNCHANGED343400%$3.5K$3.2K-$2762026-10-21
Lloyd Advisory Services, Llc.
NEW26—+26——$2.5K—2026-11-02
Tounjian Advisory Partners, LLC
DECREASED2638-12-32%$3.9K$2.5K-$1.5K2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED262600%$2.7K$2.5K-$2112026-10-09
US Bancorp \de\
UNCHANGED232300%$2.4K$2.2K-$1872026-11-05
Kingdom Financial Group Llc.
UNCHANGED171700%$1.8K$1.6K-$1372026-11-04
DecisionPoint Financial, LLC
UNCHANGED161600%$1.7K$1.5K-$1372026-10-27
Strengthening Families & Communities, LLC
DECREASED1577-62-81%$8.0K$1.5K-$6.5K2026-10-21
Wolff Wiese Magana LLC
UNCHANGED151500%$1.5K$1.4K-$1222026-10-15
Rydar Equities, Inc.
NEW13—+13——$1.3K—2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED121200%$1.2K$1.1K-$972026-10-16
Mondrian Investment Partners LTD
NEW7—+7——$680—2026-10-23
Birchbrook, Inc.
UNCHANGED6600%$618$569-$492026-10-14
Grimes & Co Wealth Management, LLC
CLOSED038,872-38,872-100%$4.0M$0-$4.0M2026-10-29
New York Life Investment Management LLC
CLOSED034,621-34,621-100%$3.6M$0-$3.6M2026-11-04
Beaumont Financial Advisors, LLC
CLOSED016,613-16,613-100%$1.7M$0-$1.7M2026-10-22
Bauman Advisory Group, LLC
CLOSED02,655-2,655-100%$273.0K$0-$273.0K2026-10-29
Joseph P. Lucia & Associates, LLC
CLOSED01,945-1,945-100%$200.0K$0-$200.0K2026-10-30
SYM Financial Corp
CLOSED0524-524-100%$53.9K$0-$53.9K2026-10-26
LifeSteps Financial, Inc.
CLOSED0285-285-100%$29.3K$0-$29.3K2026-10-15
Financial Network Wealth Advisors LLC
CLOSED0100-100-100%$10.3K$0-$10.3K2026-10-28
MCF Advisors LLC
CLOSED046-46-100%$4.7K$0-$4.7K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED041-41-100%$4.2K$0-$4.2K2026-10-26
POM Investment Strategies, LLC
CLOSED036-36-100%$3.7K$0-$3.7K2026-10-20
Avion Wealth
CLOSED07-7-100%$0$0$02026-11-04
Larson Financial Group LLC
CLOSED01-1-100%$78$0-$782026-11-05
Raleigh Capital Management Inc.
CLOSED000—$39$0-$392026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED000—$42$39-$32026-10-16
AE Wealth Management LLC
N/A—1,230,772-1,230,772-100%$126.6M———
Charles Schwab Investment Management Inc
N/A—597,552-597,552-100%$61.5M———
Morgan Stanley
N/A—235,989-235,989-100%$24.3M———
LPL Financial LLC
N/A—126,426-126,426-100%$13.0M———
Bank of America Corp
N/A—122,600-122,600-100%$12.6M———
Osaic Holdings, Inc.
N/A—88,600-88,600-100%$9.1M———
Raymond James Financial Inc
N/A—81,714-81,714-100%$8.4M———
Bank of the Bluegrass & Trust Co.
N/A—66,541-66,541-100%$6.3M———
Fisher Asset Management, LLC
N/A—64,381-64,381-100%$6.6M———
FMR LLC
N/A—58,365-58,365-100%$6.0M———
Stifel Financial Corp
N/A—57,704-57,704-100%$5.9M———
Steward Partners Investment Advisory, LLC
N/A—52,349-52,349-100%$5.4M———
Atlas Capital Advisors Inc.
N/A—47,739-47,739-100%$4.9M———
Cetera Investment Advisers
N/A—46,740-46,740-100%$4.8M———
Wells Fargo & Company
N/A—40,306-40,306-100%$4.1M———
Mariner, LLC
N/A—39,997-39,997-100%$4.1M———
Northwestern Mutual Wealth Management Co
N/A—37,519-37,519-100%$3.9M———
Envestnet Asset Management Inc
N/A—33,871-33,871-100%$3.5M———
NorthCoast Asset Management LLC
N/A—33,467-33,467-100%$3.4M———
Richmond Brothers, Inc.
N/A—26,432-26,432-100%$2.7M———
Lifeworks Advisors, LLC
N/A—25,209-25,209-100%$2.6M———
Maxele Advisors, LLC
N/A—23,632-23,632-100%$2.4M———
UBS Group AG
N/A—23,321-23,321-100%$2.4M———
Janney Montgomery Scott LLC
N/A—23,002-23,002-100%$2.4M———
Royal Bank of Canada
N/A—21,828-21,828-100%$2.2M———
O'shaughnessy Asset Management, LLC
N/A—20,370-20,370-100%$2.1M———
Jacobs Equity LLC
N/A—19,322-19,322-100%$2.0M———
Jones Financial Companies Lllp
N/A—17,844-17,844-100%$1.8M———
Goldman Sachs Group Inc
N/A—16,850-16,850-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—15,971-15,971-100%$1.6M———
Susquehanna International Group, LLP
N/A—15,002-15,002-100%$1.5M———
EP Wealth Advisors, LLC
N/A—12,246-12,246-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—12,153-12,153-100%$1.2M———
HighTower Advisors, LLC
N/A—10,211-10,211-100%$1.1M———
Jane Street Group, LLC
N/A—10,004-10,004-100%$1.0M———
Mercer Global Advisors Inc
N/A—9,601-9,601-100%$987.3K———
Syon Capital LLC
N/A—9,193-9,193-100%$945.5K———
Snowden Capital Advisors LLC
N/A—8,992-8,992-100%$924.8K———
Summit Financial, LLC
N/A—8,550-8,550-100%$879.3K———
Ameriprise Financial Inc
N/A—7,589-7,589-100%$780.4K———
Benjamin Edwards Inc
N/A—7,486-7,486-100%$769.9K———
Level Four Advisory Services, LLC
N/A—7,414-7,414-100%$762.5K———
NewEdge Advisors, LLC
N/A—7,246-7,246-100%$745.1K———
Advisory Services Network, LLC
N/A—7,148-7,148-100%$735.0K———
Stonebridge Financial Planning Group, LLC
N/A—6,875-6,875-100%$707.0K———
Regal Investment Advisors LLC
N/A—6,500-6,500-100%$668.5K———
Arax Advisory Partners
N/A—6,318-6,318-100%$649.7K———
MAI Capital Management
N/A—6,047-6,047-100%$621.9K———
Centaurus Financial, Inc.
N/A—5,850-5,850-100%$602.0K———
Tower Research Capital LLC (TRC)
N/A—5,098-5,098-100%$524.3K———
Gladstone Institutional Advisory LLC
N/A—4,646-4,646-100%$477.8K———
Pgim Custom Harvest LLC
N/A—4,581-4,581-100%$471.1K———
Northern Trust Corp
N/A—4,381-4,381-100%$450.5K———
Stratos Wealth Advisors, LLC
N/A—4,281-4,281-100%$440.3K———
Smithfield Trust Co
N/A—4,131-4,131-100%$424.0K———
Purkiss Capital Advisors LLC
N/A—3,985-3,985-100%$409.8K———
Merit Financial Group, LLC
N/A—3,755-3,755-100%$386.2K———
Zinnia Wealth Advisory, LLC
N/A—3,729-3,729-100%$383.5K———
Quantinno Capital Management LP
N/A—3,710-3,710-100%$381.6K———
MML Investors Services, LLC
N/A—3,400-3,400-100%$349.7K———
Whalerock Point Partners, LLC
N/A—3,383-3,383-100%$347.9K———
Trustco Bank Corp N Y
N/A—2,800-2,800-100%$288.0K———
Franklin Resources Inc
N/A—2,650-2,650-100%$272.5K———
Advisory Alpha, LLC
N/A—2,534-2,534-100%$260.6K———
AQR Capital Management LLC
N/A—2,471-2,471-100%$254.2K———
Empower Advisory Group, LLC
N/A—2,329-2,329-100%$239.5K———
Stratos Wealth Partners, Ltd.
N/A—2,118-2,118-100%$217.9K———
Captrust Financial Advisors
N/A—2,075-2,075-100%$213.4K———
Arkadios Wealth Advisors
N/A—2,017-2,017-100%$207.4K———
Point72 Asset Management, L.P.
N/A—2,008-2,008-100%$206.5K———
Jupiter Topco LLC
N/A—1,948-1,948-100%$200.4K———
Global Retirement Partners, LLC
N/A—1,563-1,563-100%$160.7K———
Atlantic Union Bankshares Corp
N/A—1,545-1,545-100%$158.9K———
JPMorgan Chase & Co
N/A—1,466-1,466-100%$150.6K———
PNC Financial Services Group, Inc.
N/A—1,406-1,406-100%$144.6K———
Glen Eagle Advisors, LLC
N/A—1,394-1,394-100%$143.4K———
BlackRock, Inc.
N/A—1,124-1,124-100%$115.6K———
BFC Planning, Inc.
N/A—1,072-1,072-100%$110.2K———
Colonial Trust Advisors
N/A—831-831-100%$85.5K———
Fiduciary Financial Advisors
N/A—827-827-100%$85.0K———
Harbour Investments, Inc.
N/A—801-801-100%$82.4K———
Proffitt & Goodson Inc
N/A—695-695-100%$71.5K———
Qube Research & Technologies Ltd
N/A—639-639-100%$65.7K———
Clearstead Advisors, LLC
N/A—618-618-100%$63.6K———
Colonial Trust Co / SC
N/A—605-605-100%$62.2K———
IFG Advisory, LLC
N/A—465-465-100%$47.8K———
Glenmede Trust Co NA
N/A—434-434-100%$44.6K———
Allworth Financial LP
N/A—387-387-100%$39.8K———
Howe & Rusling Inc
N/A—343-343-100%$35.3K———
National Bank of Canada
N/A—284-284-100%$29.2K———
IMA Advisory Services, Inc.
N/A—261-261-100%$26.8K———
Regatta Research & Money Management
N/A—229-229-100%$23.6K———
HighMark Wealth Management LLC
N/A—190-190-100%$19.5K———
HM Payson & Co
N/A—172-172-100%$17.7K———
Bank of Montreal
N/A—171-171-100%$17.6K———
Tidemark, LLC
N/A—170-170-100%$17.5K———
UBS Asset Management Americas LLC
N/A—150-150-100%$15.4K———
Waverly Advisors, LLC
N/A—140-140-100%$14.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—135-135-100%$13.9K———
Dunhill Financial, LLC
N/A—123-123-100%$12.7K———
Blair William & Co
N/A—121-121-100%$12.4K———
Napier Financial, LLC
N/A—103-103-100%$10.6K———
Coppell Advisory Solutions LLC
N/A—92-92-100%$371.1K———
Russell Investments Group, Ltd.
N/A—91-91-100%$9.4K———
Darwin Wealth Management, LLC
N/A—84-84-100%$8.7K———
Allied Private Wealth LLC
N/A—50-50-100%$5.1K———
Geneos Wealth Management Inc.
N/A—36-36-100%$3.7K———
Continuum Advisory, LLC
N/A—35-35-100%$3.6K———
Motco
N/A—25-25-100%$2.6K———
Operose Advisors LLC
N/A—25-25-100%$2.6K———
LRI Investments, LLC
N/A—12-12-100%$1.2K———
Aptus Capital Advisors, LLC
N/A—1-1-100%$103———
Huntington National Bank
N/A—1-1-100%$103———
Showing 260 of 260 institutions