Franklin Ftse Japan ETF (FLJP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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3Edge Asset Management, LP

INCREASED

Shares4,923,520 from 2,988,924

Change+1,934,596 (+65%)

Value$203.8M (+$85.0M)

Filed 2026-10-30

Principal Financial Group Inc

INCREASED

Shares1,736,257 from 589,471

Change+1,146,786 (+195%)

Value$71.9M (+$48.4M)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares507,898 from 280,742

Change+227,156 (+81%)

Value$21.0M (+$9.9M)

Filed 2026-11-02

Myriad Asset Management Advisors LLC

NEW

Shares486,700

Change+486,700

Value$20.1M

Filed 2026-11-03

AGF Management LTD

DECREASED

Shares391,991 from 395,977

Change-3,986 (-1%)

Value$16.2M (+$488.3K)

Filed 2026-11-03

Harbor Capital Advisors, Inc.

INCREASED

Shares361,653 from 321,737

Change+39,916 (+12%)

Value$15.0M (+$2.2M)

Filed 2026-10-22

Rainwater Charitable Foundation

UNCHANGED

Shares328,743 from 328,743

Change0 (0%)

Value$13.6M (+$542.4K)

Filed 2026-10-16

Paragon Capital Management Ltd

INCREASED

Shares223,473 from 222,642

Change+831 (+0%)

Value$9.3M (+$401.7K)

Filed 2026-10-09

Arvest Investments, Inc.

INCREASED

Shares207,478 from 206,357

Change+1,121 (+1%)

Value$8.6M (+$386.9K)

Filed 2026-10-21

Portside Wealth Group, LLC

INCREASED

Shares206,359 from 101,953

Change+104,406 (+102%)

Value$8.5M (+$4.5M)

Filed 2026-10-20

Trilogy Capital Inc.

INCREASED

Shares205,533 from 202,414

Change+3,119 (+2%)

Value$8.5M (+$463.1K)

Filed 2026-10-20

Simon Quick Advisors, LLC

DECREASED

Shares197,067 from 237,033

Change-39,966 (-17%)

Value$8.2M (-$1.3M)

Filed 2026-10-26

Innealta Capital, LLC

UNCHANGED

Shares189,978 from 189,978

Change0 (0%)

Value$7.9M (+$313.5K)

Filed 2026-11-02

RFG Advisory, LLC

INCREASED

Shares131,893 from 38,906

Change+92,987 (+239%)

Value$5.5M (+$3.9M)

Filed 2026-11-03

Certior Financial Group, LLC

INCREASED

Shares131,531 from 74,643

Change+56,888 (+76%)

Value$5.4M (+$2.5M)

Filed 2026-10-19

MMA Asset Management LLC

DECREASED

Shares130,262 from 132,323

Change-2,061 (-2%)

Value$5.4M (+$133.0K)

Filed 2026-11-02

Alliance Wealth Advisors, LLC

INCREASED

Shares113,337 from 65,210

Change+48,127 (+74%)

Value$4.7M (+$2.1M)

Filed 2026-10-28

Clear Creek Financial Management, LLC

DECREASED

Shares105,763 from 107,051

Change-1,288 (-1%)

Value$4.4M (+$105.3K)

Filed 2026-10-28

Bison Wealth, LLC

DECREASED

Shares104,889 from 113,088

Change-8,199 (-7%)

Value$4.3M (-$261.5K)

Filed 2026-10-13

Advisor OS, LLC

INCREASED

Shares104,301 from 50,337

Change+53,964 (+107%)

Value$4.3M (+$2.3M)

Filed 2026-11-03

Myriad Asset Management US LP

NEW

Shares81,117

Change+81,117

Value$3.4M

Filed 2026-11-03

Avestar Capital, LLC

DECREASED

Shares80,167 from 81,436

Change-1,269 (-2%)

Value$3.3M (+$81.3K)

Filed 2026-10-28

Fifth Third Bancorp

DECREASED

Shares70,668 from 71,108

Change-440 (-1%)

Value$2.9M (+$99.1K)

Filed 2026-11-05

Altman Advisors, Inc.

DECREASED

Shares56,612 from 57,104

Change-492 (-1%)

Value$2.3M (+$73.9K)

Filed 2026-11-05

MGO One Seven LLC

DECREASED

Shares45,250 from 49,654

Change-4,404 (-9%)

Value$1.9M (-$100.4K)

Filed 2026-10-28

Matrix Trust Co

INCREASED

Shares40,724 from 23,892

Change+16,832 (+70%)

Value$1.7M (+$1.7M)

Filed 2026-10-07

Almanack Investment Partners, Llc.

DECREASED

Shares34,753 from 45,866

Change-11,113 (-24%)

Value$1.4M (-$384.4K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares34,455 from 33,716

Change+739 (+2%)

Value$1.4M (+$65.7K)

Filed 2026-10-13

Vontobel Holding Ltd.

UNCHANGED

Shares34,100 from 34,100

Change0 (0%)

Value$1.4M (+$56.3K)

Filed 2026-10-16

Asset One Wealth Management LLC

INCREASED

Shares32,239 from 29,292

Change+2,947 (+10%)

Value$1.3M (+$164.5K)

Filed 2026-11-02

General Partner, Inc.

UNCHANGED

Shares30,295 from 30,295

Change0 (0%)

Value$1.3M (+$50.0K)

Filed 2026-10-05

Commonwealth Equity Services, LLC

INCREASED

Shares29,870 from 6,587

Change+23,283 (+353%)

Value$1.2M (+$974.8K)

Filed 2026-11-02

Financial Network Wealth Advisors LLC

INCREASED

Shares28,737 from 16,156

Change+12,581 (+78%)

Value$1.2M (+$547.5K)

Filed 2026-10-28

Norden Group LLC

INCREASED

Shares24,197 from 13,399

Change+10,798 (+81%)

Value$1.0M (+$469.1K)

Filed 2026-10-20

Gibbs Wealth Management

INCREASED

Shares22,743 from 9,690

Change+13,053 (+135%)

Value$941.6K (+$556.4K)

Filed 2026-10-22

Ashton Thomas Private Wealth, LLC

DECREASED

Shares20,100 from 34,758

Change-14,658 (-42%)

Value$832.1K (-$549.5K)

Filed 2026-11-03

Diversify Wealth Management, LLC

DECREASED

Shares19,394 from 22,580

Change-3,186 (-14%)

Value$788.0K (-$95.1K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares19,394 from 22,580

Change-3,186 (-14%)

Value$788.0K (-$95.1K)

Filed 2026-10-20

IFP Advisors, Inc

INCREASED

Shares18,059 from 13,605

Change+4,454 (+33%)

Value$747.6K (+$206.8K)

Filed 2026-10-16

Greystone Financial Group, LLC

NEW

Shares15,347

Change+15,347

Value$635.4K

Filed 2026-10-26

Truist Financial Corp

NEW

Shares14,753

Change+14,753

Value$610.8K

Filed 2026-10-30

Arsenal Capital Advisors LLC

UNCHANGED

Shares14,251 from 14,251

Change0 (0%)

Value$590.0K (+$23.5K)

Filed 2026-11-02

Atria Investments, Inc

INCREASED

Shares13,331 from 12,830

Change+501 (+4%)

Value$551.9K (+$41.9K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares13,255 from 12,923

Change+332 (+3%)

Value$548.7K (+$35.1K)

Filed 2026-11-02

Chapman Financial Group, LLC

DECREASED

Shares13,175 from 13,675

Change-500 (-4%)

Value$545.4K (+$1.9K)

Filed 2026-10-26

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares12,642 from 12,642

Change0 (0%)

Value$523.4K (+$20.9K)

Filed 2026-10-16

Boltwood Capital Management

UNCHANGED

Shares12,430 from 12,430

Change0 (0%)

Value$514.6K (+$20.5K)

Filed 2026-10-02

Sowell Financial Services LLC

NEW

Shares11,775

Change+11,775

Value$487.5K

Filed 2026-10-23

Yoffe Investment Management, LLC

UNCHANGED

Shares11,410 from 11,410

Change0 (0%)

Value$472.4K (+$18.8K)

Filed 2026-11-02

United Asset Strategies, Inc.

INCREASED

Shares11,298 from 8,664

Change+2,634 (+30%)

Value$467.7K (+$123.3K)

Filed 2026-10-28

Thrivent Financial for Lutherans

DECREASED

Shares10,725 from 21,181

Change-10,456 (-49%)

Value$444.0K (-$398.0K)

Filed 2026-11-05

Auour Investments LLC

UNCHANGED

Shares10,395 from 10,395

Change0 (0%)

Value$430.4K (+$17.2K)

Filed 2026-10-28

Sagespring Wealth Partners, LLC

NEW

Shares10,176

Change+10,176

Value$421.3K

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares10,042 from 10,025

Change+17 (+0%)

Value$415.7K (+$17.2K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares9,538 from 7,079

Change+2,459 (+35%)

Value$394.9K (+$113.5K)

Filed 2026-11-05

Koshinski Asset Management, Inc.

INCREASED

Shares9,504 from 8,935

Change+569 (+6%)

Value$393.5K (+$38.3K)

Filed 2026-10-29

Essential Partners LLC

INCREASED

Shares9,365 from 9,364

Change+1 (+0%)

Value$387.7K (+$15.5K)

Filed 2026-10-14

Choreo, LLC

DECREASED

Shares8,778 from 8,971

Change-193 (-2%)

Value$363.4K (+$5.3K)

Filed 2026-10-28

Insight Wealth Strategies, LLC

UNCHANGED

Shares8,754 from 8,754

Change0 (0%)

Value$362.4K (+$13.9K)

Filed 2026-10-09

Arta Finance Wealth Management LLC

INCREASED

Shares8,408 from 7,771

Change+637 (+8%)

Value$348.1K (+$39.2K)

Filed 2026-10-28

Equita Financial Network, Inc.

INCREASED

Shares7,381 from 5,415

Change+1,966 (+36%)

Value$305.6K (+$90.3K)

Filed 2026-10-19

Premier Path Wealth Partners, LLC

DECREASED

Shares5,743 from 5,800

Change-57 (-1%)

Value$237.8K (+$7.2K)

Filed 2026-10-16

Beacon Hill Wealth Management Ltd.

DECREASED

Shares5,717 from 6,079

Change-362 (-6%)

Value$236.7K (-$5.0K)

Filed 2026-10-21

Savant Capital, LLC

NEW

Shares4,831

Change+4,831

Value$200.0K

Filed 2026-11-06

Bayban

UNCHANGED

Shares4,138 from 4,138

Change0 (0%)

Value$164.5K ($0)

Filed 2026-11-05

Harel Insurance Investments & Financial Services Ltd.

UNCHANGED

Shares3,400 from 3,400

Change0 (0%)

Value$141.0K (+$6.0K)

Filed 2026-11-02

Buck Wealth Strategies, LLC

INCREASED

Shares2,573 from 984

Change+1,589 (+161%)

Value$106.5K (+$67.4K)

Filed 2026-10-28

Accordant Advisory Group Inc

DECREASED

Shares2,491 from 60,961

Change-58,470 (-96%)

Value$103.1K (-$2.3M)

Filed 2026-10-29

Exchange Traded Concepts, LLC

UNCHANGED

Shares2,313 from 2,313

Change0 (0%)

Value$95.8K (+$3.8K)

Filed 2026-10-28

Sage Mountain Advisors LLC

UNCHANGED

Shares2,125 from 2,125

Change0 (0%)

Value$88.0K (+$3.5K)

Filed 2026-11-02

GK Wealth Management LLC

NEW

Shares1,837

Change+1,837

Value$76.1K

Filed 2026-10-09

Clean Yield Group

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$72.5K (+$2.9K)

Filed 2026-10-28

Intesa Sanpaolo Wealth Management

INCREASED

Shares1,656 from 656

Change+1,000 (+152%)

Value$68.6K (+$42.5K)

Filed 2026-10-28

Citigroup Inc

INCREASED

Shares1,135 from 462

Change+673 (+146%)

Value$47.0K (+$28.6K)

Filed 2026-11-04

US Bancorp \de\

INCREASED

Shares1,129 from 1,033

Change+96 (+9%)

Value$46.7K (+$5.7K)

Filed 2026-11-05

Bare Financial Services, Inc

INCREASED

Shares1,066 from 432

Change+634 (+147%)

Value$44.1K (+$27.0K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares916 from 675

Change+241 (+36%)

Value$37.9K (+$11.1K)

Filed 2026-10-08

Archer Investment Corp

UNCHANGED

Shares695 from 695

Change0 (0%)

Value$28.8K (+$1.1K)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares534

Change+534

Value$22.1K

Filed 2026-10-30

Parallel Advisors, LLC

INCREASED

Shares470 from 30

Change+440 (+1467%)

Value$19.5K (+$18.3K)

Filed 2026-11-03

Assetmark, Inc

INCREASED

Shares422 from 347

Change+75 (+22%)

Value$17.5K (+$3.7K)

Filed 2026-10-21

Adirondack Trust Co

UNCHANGED

Shares408 from 408

Change0 (0%)

Value$16.9K (+$674)

Filed 2026-10-14

Farmers & Merchants Trust Co of Chambersburg PA

UNCHANGED

Shares369 from 369

Change0 (0%)

Value$15 ($0)

Filed 2026-10-14

Gamma Investing LLC

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$10.7K (+$428)

Filed 2026-10-08

Blue Trust, Inc.

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$8.5K (+$338)

Filed 2026-10-15

Rossby Financial, LCC

INCREASED

Shares135 from 50

Change+85 (+170%)

Value$5.6K (+$3.6K)

Filed 2026-11-05

Hara Capital LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.1K (+$148)

Filed 2026-10-30

Carolina Wealth Advisors, LLC

NEW

Shares90

Change+90

Value$3.7K

Filed 2026-10-23

Nfsg Corp

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$3.3K (+$132)

Filed 2026-10-15

Signature Resources Capital Management, LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$3.2K (+$129)

Filed 2026-10-16

Tradewinds Capital Management, LLC

DECREASED

Shares68 from 153

Change-85 (-56%)

Value$2.8K (-$3.3K)

Filed 2026-10-23

Fairman Group, LLC

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$2.8K (+$99)

Filed 2026-10-26

CoreCap Advisors, LLC

NEW

Shares64

Change+64

Value$2.7K

Filed 2026-10-08

Cullen T Bankers, Inc.

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$2.5K (+$111)

Filed 2026-10-28

Root Financial Partners, LLC

NEW

Shares55

Change+55

Value$2.3K

Filed 2026-10-21

AlphaCore Capital LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.9K (+$68)

Filed 2026-11-04

Kingdom Financial Group Llc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$248 (+$9)

Filed 2026-11-04

Providence First Trust Co

CLOSED

Shares0 from 39,169

Change-39,169 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-02

Aerodigm Wealth, LLC

CLOSED

Shares0 from 9,557

Change-9,557 (-100%)

Value$0 (-$379.9K)

Filed 2026-10-16

BOS Asset Management, LLC

CLOSED

Shares0 from 8,778

Change-8,778 (-100%)

Value$0 (-$348.9K)

Filed 2026-10-09

StoneX Group Inc.

CLOSED

Shares0 from 5,780

Change-5,780 (-100%)

Value$0 (-$229.9K)

Filed 2026-11-03

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 1,200

Change-1,200 (-100%)

Value$0 (-$47.7K)

Filed 2026-10-30

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 1,190

Change-1,190 (-100%)

Value$0 (-$47.3K)

Filed 2026-10-14

CX Institutional

CLOSED

Shares0 from 219

Change-219 (-100%)

Value$0 (-$9)

Filed 2026-10-02

Indiana Trust & Investment Management Co

CLOSED

Shares0 from 49

Change-49 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-22

Simplex Trading, LLC

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$874)

Filed 2026-11-04

Bank of America Corp

N/A

Shares— from 14,057,556

Change-14,057,556 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,398,870

Change-8,398,870 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 5,504,027

Change-5,504,027 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 2,600,632

Change-2,600,632 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,470,423

Change-2,470,423 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 1,433,694

Change-1,433,694 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,125,309

Change-1,125,309 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 749,487

Change-749,487 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 660,349

Change-660,349 (-100%)

Value—

UBS Group AG

N/A

Shares— from 613,803

Change-613,803 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 590,261

Change-590,261 (-100%)

Value—

Arvest Bank Trust Division

N/A

Shares— from 501,105

Change-501,105 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 472,419

Change-472,419 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 357,565

Change-357,565 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 346,854

Change-346,854 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 344,712

Change-344,712 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 337,940

Change-337,940 (-100%)

Value—

Morningstar Investment Management LLC

N/A

Shares— from 328,512

Change-328,512 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 313,266

Change-313,266 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 296,056

Change-296,056 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 273,331

Change-273,331 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 251,162

Change-251,162 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 221,617

Change-221,617 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 211,689

Change-211,689 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 194,993

Change-194,993 (-100%)

Value—

Es4, LLC

N/A

Shares— from 193,477

Change-193,477 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 170,041

Change-170,041 (-100%)

Value—

Kensington Asset Management, LLC

N/A

Shares— from 158,041

Change-158,041 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 153,427

Change-153,427 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 143,282

Change-143,282 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 143,136

Change-143,136 (-100%)

Value—

Westview Management dba Westview Investment Advisors

N/A

Shares— from 124,364

Change-124,364 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 106,177

Change-106,177 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 98,512

Change-98,512 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 98,300

Change-98,300 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 94,438

Change-94,438 (-100%)

Value—

Menora Mivtachim Holdings Ltd.

N/A

Shares— from 89,000

Change-89,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 86,274

Change-86,274 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 84,163

Change-84,163 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 66,733

Change-66,733 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 58,395

Change-58,395 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 53,060

Change-53,060 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 49,040

Change-49,040 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 41,568

Change-41,568 (-100%)

Value—

Blair William & Co

N/A

Shares— from 40,460

Change-40,460 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 37,712

Change-37,712 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 35,111

Change-35,111 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 33,528

Change-33,528 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 33,166

Change-33,166 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 30,915

Change-30,915 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 29,810

Change-29,810 (-100%)

Value—

Wallace Advisory Group, LLC

N/A

Shares— from 29,185

Change-29,185 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 28,843

Change-28,843 (-100%)

Value—

Zinnia Wealth Advisory, LLC

N/A

Shares— from 28,231

Change-28,231 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 24,765

Change-24,765 (-100%)

Value—

Mittelman Wealth Management

N/A

Shares— from 20,723

Change-20,723 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 18,024

Change-18,024 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 17,902

Change-17,902 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 14,534

Change-14,534 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 14,505

Change-14,505 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 14,140

Change-14,140 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 13,142

Change-13,142 (-100%)

Value—

Ascension Capital Advisors, Inc.

N/A

Shares— from 13,115

Change-13,115 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 12,732

Change-12,732 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12,632

Change-12,632 (-100%)

Value—

Paces Ferry Wealth Advisors, LLC

N/A

Shares— from 12,531

Change-12,531 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,894

Change-11,894 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,454

Change-11,454 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 10,624

Change-10,624 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,605

Change-10,605 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 10,257

Change-10,257 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 9,273

Change-9,273 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 8,644

Change-8,644 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 7,623

Change-7,623 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,431

Change-7,431 (-100%)

Value—

Regimen Wealth, LLC

N/A

Shares— from 7,036

Change-7,036 (-100%)

Value—

Berkshire Asset Management LLC

N/A

Shares— from 6,586

Change-6,586 (-100%)

Value—

Valor Advisors LLC

N/A

Shares— from 6,310

Change-6,310 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 6,052

Change-6,052 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,749

Change-5,749 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 5,665

Change-5,665 (-100%)

Value—

BCI Securities, Inc.

N/A

Shares— from 5,487

Change-5,487 (-100%)

Value—

Wulff, Hansen & Co.

N/A

Shares— from 5,090

Change-5,090 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 4,940

Change-4,940 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,752

Change-4,752 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,756

Change-2,756 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,427

Change-2,427 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,054

Change-2,054 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,596

Change-1,596 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 821

Change-821 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 785

Change-785 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 619

Change-619 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 557

Change-557 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 522

Change-522 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 498

Change-498 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 415

Change-415 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 350

Change-350 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 260

Change-260 (-100%)

Value—

Rogco, LP

N/A

Shares— from 236

Change-236 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 175

Change-175 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 121

Change-121 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 58

Change-58 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 52

Change-52 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
3Edge Asset Management, LP	INCREASED	4,923,520	2,988,924	+1,934,596	+65%	$118.8M	$203.8M	+$85.0M	2026-10-30
Principal Financial Group Inc	INCREASED	1,736,257	589,471	+1,146,786	+195%	$23.4M	$71.9M	+$48.4M	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	507,898	280,742	+227,156	+81%	$11.2M	$21.0M	+$9.9M	2026-11-02
Myriad Asset Management Advisors LLC	NEW	486,700	—	+486,700	—	—	$20.1M	—	2026-11-03
AGF Management LTD	DECREASED	391,991	395,977	-3,986	-1%	$15.7M	$16.2M	+$488.3K	2026-11-03
Harbor Capital Advisors, Inc.	INCREASED	361,653	321,737	+39,916	+12%	$12.8M	$15.0M	+$2.2M	2026-10-22
Rainwater Charitable Foundation	UNCHANGED	328,743	328,743	0	0%	$13.1M	$13.6M	+$542.4K	2026-10-16
Paragon Capital Management Ltd	INCREASED	223,473	222,642	+831	+0%	$8.9M	$9.3M	+$401.7K	2026-10-09
Arvest Investments, Inc.	INCREASED	207,478	206,357	+1,121	+1%	$8.2M	$8.6M	+$386.9K	2026-10-21
Portside Wealth Group, LLC	INCREASED	206,359	101,953	+104,406	+102%	$4.1M	$8.5M	+$4.5M	2026-10-20
Trilogy Capital Inc.	INCREASED	205,533	202,414	+3,119	+2%	$8.0M	$8.5M	+$463.1K	2026-10-20
Simon Quick Advisors, LLC	DECREASED	197,067	237,033	-39,966	-17%	$9.4M	$8.2M	-$1.3M	2026-10-26
Innealta Capital, LLC	UNCHANGED	189,978	189,978	0	0%	$7.6M	$7.9M	+$313.5K	2026-11-02
RFG Advisory, LLC	INCREASED	131,893	38,906	+92,987	+239%	$1.5M	$5.5M	+$3.9M	2026-11-03
Certior Financial Group, LLC	INCREASED	131,531	74,643	+56,888	+76%	$3.0M	$5.4M	+$2.5M	2026-10-19
MMA Asset Management LLC	DECREASED	130,262	132,323	-2,061	-2%	$5.3M	$5.4M	+$133.0K	2026-11-02
Alliance Wealth Advisors, LLC	INCREASED	113,337	65,210	+48,127	+74%	$2.6M	$4.7M	+$2.1M	2026-10-28
Clear Creek Financial Management, LLC	DECREASED	105,763	107,051	-1,288	-1%	$4.3M	$4.4M	+$105.3K	2026-10-28
Bison Wealth, LLC	DECREASED	104,889	113,088	-8,199	-7%	$4.6M	$4.3M	-$261.5K	2026-10-13
Advisor OS, LLC	INCREASED	104,301	50,337	+53,964	+107%	$2.0M	$4.3M	+$2.3M	2026-11-03
Myriad Asset Management US LP	NEW	81,117	—	+81,117	—	—	$3.4M	—	2026-11-03
Avestar Capital, LLC	DECREASED	80,167	81,436	-1,269	-2%	$3.2M	$3.3M	+$81.3K	2026-10-28
Fifth Third Bancorp	DECREASED	70,668	71,108	-440	-1%	$2.8M	$2.9M	+$99.1K	2026-11-05
Altman Advisors, Inc.	DECREASED	56,612	57,104	-492	-1%	$2.3M	$2.3M	+$73.9K	2026-11-05
MGO One Seven LLC	DECREASED	45,250	49,654	-4,404	-9%	$2.0M	$1.9M	-$100.4K	2026-10-28
Matrix Trust Co	INCREASED	40,724	23,892	+16,832	+70%	$950	$1.7M	+$1.7M	2026-10-07
Almanack Investment Partners, Llc.	DECREASED	34,753	45,866	-11,113	-24%	$1.8M	$1.4M	-$384.4K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	34,455	33,716	+739	+2%	$1.4M	$1.4M	+$65.7K	2026-10-13
Vontobel Holding Ltd.	UNCHANGED	34,100	34,100	0	0%	$1.4M	$1.4M	+$56.3K	2026-10-16
Asset One Wealth Management LLC	INCREASED	32,239	29,292	+2,947	+10%	$1.2M	$1.3M	+$164.5K	2026-11-02
General Partner, Inc.	UNCHANGED	30,295	30,295	0	0%	$1.2M	$1.3M	+$50.0K	2026-10-05
Commonwealth Equity Services, LLC	INCREASED	29,870	6,587	+23,283	+353%	$261.8K	$1.2M	+$974.8K	2026-11-02
Financial Network Wealth Advisors LLC	INCREASED	28,737	16,156	+12,581	+78%	$642.2K	$1.2M	+$547.5K	2026-10-28
Norden Group LLC	INCREASED	24,197	13,399	+10,798	+81%	$532.6K	$1.0M	+$469.1K	2026-10-20
Gibbs Wealth Management	INCREASED	22,743	9,690	+13,053	+135%	$385.2K	$941.6K	+$556.4K	2026-10-22
Ashton Thomas Private Wealth, LLC	DECREASED	20,100	34,758	-14,658	-42%	$1.4M	$832.1K	-$549.5K	2026-11-03
Diversify Wealth Management, LLC	DECREASED	19,394	22,580	-3,186	-14%	$883.1K	$788.0K	-$95.1K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	19,394	22,580	-3,186	-14%	$883.1K	$788.0K	-$95.1K	2026-10-20
IFP Advisors, Inc	INCREASED	18,059	13,605	+4,454	+33%	$540.8K	$747.6K	+$206.8K	2026-10-16
Greystone Financial Group, LLC	NEW	15,347	—	+15,347	—	—	$635.4K	—	2026-10-26
Truist Financial Corp	NEW	14,753	—	+14,753	—	—	$610.8K	—	2026-10-30
Arsenal Capital Advisors LLC	UNCHANGED	14,251	14,251	0	0%	$566.5K	$590.0K	+$23.5K	2026-11-02
Atria Investments, Inc	INCREASED	13,331	12,830	+501	+4%	$510.0K	$551.9K	+$41.9K	2026-10-15
Creative Planning	INCREASED	13,255	12,923	+332	+3%	$513.7K	$548.7K	+$35.1K	2026-11-02
Chapman Financial Group, LLC	DECREASED	13,175	13,675	-500	-4%	$543.6K	$545.4K	+$1.9K	2026-10-26
Cyndeo Wealth Partners, LLC	UNCHANGED	12,642	12,642	0	0%	$502.5K	$523.4K	+$20.9K	2026-10-16
Boltwood Capital Management	UNCHANGED	12,430	12,430	0	0%	$494.1K	$514.6K	+$20.5K	2026-10-02
Sowell Financial Services LLC	NEW	11,775	—	+11,775	—	—	$487.5K	—	2026-10-23
Yoffe Investment Management, LLC	UNCHANGED	11,410	11,410	0	0%	$453.5K	$472.4K	+$18.8K	2026-11-02
United Asset Strategies, Inc.	INCREASED	11,298	8,664	+2,634	+30%	$344.4K	$467.7K	+$123.3K	2026-10-28
Thrivent Financial for Lutherans	DECREASED	10,725	21,181	-10,456	-49%	$842.0K	$444.0K	-$398.0K	2026-11-05
Auour Investments LLC	UNCHANGED	10,395	10,395	0	0%	$413.2K	$430.4K	+$17.2K	2026-10-28
Sagespring Wealth Partners, LLC	NEW	10,176	—	+10,176	—	—	$421.3K	—	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	10,042	10,025	+17	+0%	$398.5K	$415.7K	+$17.2K	2026-11-04
Bank of New York Mellon Corp	INCREASED	9,538	7,079	+2,459	+35%	$281.4K	$394.9K	+$113.5K	2026-11-05
Koshinski Asset Management, Inc.	INCREASED	9,504	8,935	+569	+6%	$355.2K	$393.5K	+$38.3K	2026-10-29
Essential Partners LLC	INCREASED	9,365	9,364	+1	+0%	$372.2K	$387.7K	+$15.5K	2026-10-14
Choreo, LLC	DECREASED	8,778	8,971	-193	-2%	$358.1K	$363.4K	+$5.3K	2026-10-28
Insight Wealth Strategies, LLC	UNCHANGED	8,754	8,754	0	0%	$348.5K	$362.4K	+$13.9K	2026-10-09
Arta Finance Wealth Management LLC	INCREASED	8,408	7,771	+637	+8%	$308.9K	$348.1K	+$39.2K	2026-10-28
Equita Financial Network, Inc.	INCREASED	7,381	5,415	+1,966	+36%	$215.2K	$305.6K	+$90.3K	2026-10-19
Premier Path Wealth Partners, LLC	DECREASED	5,743	5,800	-57	-1%	$230.5K	$237.8K	+$7.2K	2026-10-16
Beacon Hill Wealth Management Ltd.	DECREASED	5,717	6,079	-362	-6%	$241.6K	$236.7K	-$5.0K	2026-10-21
Savant Capital, LLC	NEW	4,831	—	+4,831	—	—	$200.0K	—	2026-11-06
Bayban	UNCHANGED	4,138	4,138	0	0%	$164.5K	$164.5K	$0	2026-11-05
Harel Insurance Investments & Financial Services Ltd.	UNCHANGED	3,400	3,400	0	0%	$135.0K	$141.0K	+$6.0K	2026-11-02
Buck Wealth Strategies, LLC	INCREASED	2,573	984	+1,589	+161%	$39.1K	$106.5K	+$67.4K	2026-10-28
Accordant Advisory Group Inc	DECREASED	2,491	60,961	-58,470	-96%	$2.4M	$103.1K	-$2.3M	2026-10-29
Exchange Traded Concepts, LLC	UNCHANGED	2,313	2,313	0	0%	$91.9K	$95.8K	+$3.8K	2026-10-28
Sage Mountain Advisors LLC	UNCHANGED	2,125	2,125	0	0%	$84.5K	$88.0K	+$3.5K	2026-11-02
GK Wealth Management LLC	NEW	1,837	—	+1,837	—	—	$76.1K	—	2026-10-09
Clean Yield Group	UNCHANGED	1,750	1,750	0	0%	$69.6K	$72.5K	+$2.9K	2026-10-28
Intesa Sanpaolo Wealth Management	INCREASED	1,656	656	+1,000	+152%	$26.1K	$68.6K	+$42.5K	2026-10-28
Citigroup Inc	INCREASED	1,135	462	+673	+146%	$18.4K	$47.0K	+$28.6K	2026-11-04
US Bancorp \de\	INCREASED	1,129	1,033	+96	+9%	$41.1K	$46.7K	+$5.7K	2026-11-05
Bare Financial Services, Inc	INCREASED	1,066	432	+634	+147%	$17.2K	$44.1K	+$27.0K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	916	675	+241	+36%	$26.8K	$37.9K	+$11.1K	2026-10-08
Archer Investment Corp	UNCHANGED	695	695	0	0%	$27.6K	$28.8K	+$1.1K	2026-11-05
Provenance Wealth Advisors, LLC	NEW	534	—	+534	—	—	$22.1K	—	2026-10-30
Parallel Advisors, LLC	INCREASED	470	30	+440	+1467%	$1.2K	$19.5K	+$18.3K	2026-11-03
Assetmark, Inc	INCREASED	422	347	+75	+22%	$13.8K	$17.5K	+$3.7K	2026-10-21
Adirondack Trust Co	UNCHANGED	408	408	0	0%	$16.2K	$16.9K	+$674	2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA	UNCHANGED	369	369	0	0%	$15	$15	$0	2026-10-14
Gamma Investing LLC	UNCHANGED	259	259	0	0%	$10.3K	$10.7K	+$428	2026-10-08
Blue Trust, Inc.	UNCHANGED	205	205	0	0%	$8.1K	$8.5K	+$338	2026-10-15
Rossby Financial, LCC	INCREASED	135	50	+85	+170%	$2.0K	$5.6K	+$3.6K	2026-11-05
Hara Capital LLC	UNCHANGED	100	100	0	0%	$4.0K	$4.1K	+$148	2026-10-30
Carolina Wealth Advisors, LLC	NEW	90	—	+90	—	—	$3.7K	—	2026-10-23
Nfsg Corp	UNCHANGED	80	80	0	0%	$3.2K	$3.3K	+$132	2026-10-15
Signature Resources Capital Management, LLC	UNCHANGED	78	78	0	0%	$3.1K	$3.2K	+$129	2026-10-16
Tradewinds Capital Management, LLC	DECREASED	68	153	-85	-56%	$6.1K	$2.8K	-$3.3K	2026-10-23
Fairman Group, LLC	UNCHANGED	67	67	0	0%	$2.7K	$2.8K	+$99	2026-10-26
CoreCap Advisors, LLC	NEW	64	—	+64	—	—	$2.7K	—	2026-10-08
Cullen T Bankers, Inc.	UNCHANGED	61	61	0	0%	$2.4K	$2.5K	+$111	2026-10-28
Root Financial Partners, LLC	NEW	55	—	+55	—	—	$2.3K	—	2026-10-21
AlphaCore Capital LLC	UNCHANGED	46	46	0	0%	$1.8K	$1.9K	+$68	2026-11-04
Kingdom Financial Group Llc.	UNCHANGED	6	6	0	0%	$239	$248	+$9	2026-11-04
Providence First Trust Co	CLOSED	0	39,169	-39,169	-100%	$1.6M	$0	-$1.6M	2026-11-02
Aerodigm Wealth, LLC	CLOSED	0	9,557	-9,557	-100%	$379.9K	$0	-$379.9K	2026-10-16
BOS Asset Management, LLC	CLOSED	0	8,778	-8,778	-100%	$348.9K	$0	-$348.9K	2026-10-09
StoneX Group Inc.	CLOSED	0	5,780	-5,780	-100%	$229.9K	$0	-$229.9K	2026-11-03
Capital Investment Advisory Services, LLC	CLOSED	0	1,200	-1,200	-100%	$47.7K	$0	-$47.7K	2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	1,190	-1,190	-100%	$47.3K	$0	-$47.3K	2026-10-14
CX Institutional	CLOSED	0	219	-219	-100%	$9	$0	-$9	2026-10-02
Indiana Trust & Investment Management Co	CLOSED	0	49	-49	-100%	$1.9K	$0	-$1.9K	2026-10-22
Simplex Trading, LLC	CLOSED	0	22	-22	-100%	$874	$0	-$874	2026-11-04
Bank of America Corp	N/A	—	14,057,556	-14,057,556	-100%	$558.8M	—	—	—
Morgan Stanley	N/A	—	8,398,870	-8,398,870	-100%	$333.9M	—	—	—
Fisher Asset Management, LLC	N/A	—	5,504,027	-5,504,027	-100%	$218.8M	—	—	—
Franklin Resources Inc	N/A	—	2,600,632	-2,600,632	-100%	$103.4M	—	—	—
JPMorgan Chase & Co	N/A	—	2,470,423	-2,470,423	-100%	$98.2M	—	—	—
Cresset Asset Management, LLC	N/A	—	1,433,694	-1,433,694	-100%	$57.2M	—	—	—
Citadel Advisors LLC	N/A	—	1,125,309	-1,125,309	-100%	$44.7M	—	—	—
Ameriprise Financial Inc	N/A	—	749,487	-749,487	-100%	$29.8M	—	—	—
Jupiter Topco LLC	N/A	—	660,349	-660,349	-100%	$26.2M	—	—	—
UBS Group AG	N/A	—	613,803	-613,803	-100%	$24.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	590,261	-590,261	-100%	$23.5M	—	—	—
Arvest Bank Trust Division	N/A	—	501,105	-501,105	-100%	$19.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	472,419	-472,419	-100%	$18.8M	—	—	—
Impact Partnership Wealth, LLC	N/A	—	357,565	-357,565	-100%	$14.2M	—	—	—
Royal Bank of Canada	N/A	—	346,854	-346,854	-100%	$13.8M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	344,712	-344,712	-100%	$13.7M	—	—	—
Principal Securities, Inc.	N/A	—	337,940	-337,940	-100%	$13.4M	—	—	—
Morningstar Investment Management LLC	N/A	—	328,512	-328,512	-100%	$11.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	313,266	-313,266	-100%	$12.5M	—	—	—
Tidal Investments LLC	N/A	—	296,056	-296,056	-100%	$11.8M	—	—	—
Bank of Montreal	N/A	—	273,331	-273,331	-100%	$10.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	251,162	-251,162	-100%	$10.0M	—	—	—
LPL Financial LLC	N/A	—	221,617	-221,617	-100%	$8.8M	—	—	—
EP Wealth Advisors, LLC	N/A	—	211,689	-211,689	-100%	$8.4M	—	—	—
Atlas Capital Advisors Inc.	N/A	—	194,993	-194,993	-100%	$7.8M	—	—	—
Es4, LLC	N/A	—	193,477	-193,477	-100%	$7.7M	—	—	—
Zurich Insurance Group Ltd	N/A	—	170,041	-170,041	-100%	$6.8M	—	—	—
Kensington Asset Management, LLC	N/A	—	158,041	-158,041	-100%	$6.3M	—	—	—
MML Investors Services, LLC	N/A	—	153,427	-153,427	-100%	$6.1M	—	—	—
Leavell Investment Management, Inc.	N/A	—	143,282	-143,282	-100%	$5.7M	—	—	—
Brown Advisory Inc	N/A	—	143,136	-143,136	-100%	$5.7M	—	—	—
Westview Management dba Westview Investment Advisors	N/A	—	124,364	-124,364	-100%	$4.9M	—	—	—
Raymond James Financial Inc	N/A	—	106,177	-106,177	-100%	$4.2M	—	—	—
Madison Asset Management, LLC	N/A	—	98,512	-98,512	-100%	$3.9M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	98,300	-98,300	-100%	$3.9M	—	—	—
RiverFront Investment Group, LLC	N/A	—	94,438	-94,438	-100%	$3.8M	—	—	—
Menora Mivtachim Holdings Ltd.	N/A	—	89,000	-89,000	-100%	$3.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	86,274	-86,274	-100%	$3.4M	—	—	—
Cetera Investment Advisers	N/A	—	84,163	-84,163	-100%	$3.3M	—	—	—
Pgim Custom Harvest LLC	N/A	—	66,733	-66,733	-100%	$2.7M	—	—	—
Cerity Partners LLC	N/A	—	58,395	-58,395	-100%	$2.3M	—	—	—
MAI Capital Management	N/A	—	53,060	-53,060	-100%	$2.1M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	49,040	-49,040	-100%	$1.9M	—	—	—
Mariner, LLC	N/A	—	41,568	-41,568	-100%	$1.7M	—	—	—
Blair William & Co	N/A	—	40,460	-40,460	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	37,712	-37,712	-100%	$1.5M	—	—	—
HighTower Advisors, LLC	N/A	—	35,111	-35,111	-100%	$1.4M	—	—	—
Vident Advisory, LLC	N/A	—	33,528	-33,528	-100%	$1.3M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	33,166	-33,166	-100%	$1.3M	—	—	—
World Investment Advisors	N/A	—	30,915	-30,915	-100%	$1.1M	—	—	—
Wealthfront Advisers LLC	N/A	—	29,810	-29,810	-100%	$1.2M	—	—	—
Wallace Advisory Group, LLC	N/A	—	29,185	-29,185	-100%	$1.2M	—	—	—
HSBC Holdings PLC	N/A	—	28,843	-28,843	-100%	$1.1M	—	—	—
Zinnia Wealth Advisory, LLC	N/A	—	28,231	-28,231	-100%	$1.1M	—	—	—
Belpointe Asset Management LLC	N/A	—	24,765	-24,765	-100%	$984.4K	—	—	—
Mittelman Wealth Management	N/A	—	20,723	-20,723	-100%	$4.1M	—	—	—
Crux Wealth Advisors	N/A	—	18,024	-18,024	-100%	$716.5K	—	—	—
Wescap Management Group, Inc.	N/A	—	17,902	-17,902	-100%	$711.6K	—	—	—
Wells Fargo & Company	N/A	—	14,534	-14,534	-100%	$577.7K	—	—	—
Fiduciary Trust Co	N/A	—	14,505	-14,505	-100%	$576.6K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	14,140	-14,140	-100%	$562.1K	—	—	—
Ethos Financial Group, LLC	N/A	—	13,142	-13,142	-100%	$502.7K	—	—	—
Ascension Capital Advisors, Inc.	N/A	—	13,115	-13,115	-100%	$521.3K	—	—	—
Tudor Investment Corp ET AL	N/A	—	12,732	-12,732	-100%	$506.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12,632	-12,632	-100%	$502.2K	—	—	—
Paces Ferry Wealth Advisors, LLC	N/A	—	12,531	-12,531	-100%	$498.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,894	-11,894	-100%	$472.8K	—	—	—
Focus Partners Wealth	N/A	—	11,454	-11,454	-100%	$455.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	10,624	-10,624	-100%	$422.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,605	-10,605	-100%	$421.6K	—	—	—
Western Wealth Management, LLC	N/A	—	10,257	-10,257	-100%	$407.7K	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	9,273	-9,273	-100%	$368.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	8,644	-8,644	-100%	$343.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	7,623	-7,623	-100%	$303.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,431	-7,431	-100%	$295.4K	—	—	—
Regimen Wealth, LLC	N/A	—	7,036	-7,036	-100%	$279.7K	—	—	—
Berkshire Asset Management LLC	N/A	—	6,586	-6,586	-100%	$261.8K	—	—	—
Valor Advisors LLC	N/A	—	6,310	-6,310	-100%	$251.9K	—	—	—
Crewe Advisors LLC	N/A	—	6,052	-6,052	-100%	$240.6K	—	—	—
FMR LLC	N/A	—	5,749	-5,749	-100%	$228.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	5,665	-5,665	-100%	$225.2K	—	—	—
BCI Securities, Inc.	N/A	—	5,487	-5,487	-100%	$218.1K	—	—	—
Wulff, Hansen & Co.	N/A	—	5,090	-5,090	-100%	$202.3K	—	—	—
National Bank of Canada	N/A	—	4,940	-4,940	-100%	$196.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,752	-4,752	-100%	$188.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,756	-2,756	-100%	$109.6K	—	—	—
Arax Advisory Partners	N/A	—	2,500	-2,500	-100%	$99.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,427	-2,427	-100%	$96.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,054	-2,054	-100%	$81.6K	—	—	—
BFC Planning, Inc.	N/A	—	2,000	-2,000	-100%	$79.5K	—	—	—
Continuum Advisory, LLC	N/A	—	1,596	-1,596	-100%	$63.4K	—	—	—
AE Wealth Management LLC	N/A	—	821	-821	-100%	$32.6K	—	—	—
PlanVest Financial, Inc	N/A	—	785	-785	-100%	$31.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	619	-619	-100%	$24.6K	—	—	—
FWL Investment Management, LLC	N/A	—	557	-557	-100%	$22.1K	—	—	—
BlackRock, Inc.	N/A	—	522	-522	-100%	$20.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	498	-498	-100%	$19.8K	—	—	—
Huntington National Bank	N/A	—	415	-415	-100%	$16.5K	—	—	—
Harbour Investments, Inc.	N/A	—	350	-350	-100%	$13.9K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	260	-260	-100%	$10.3K	—	—	—
Rogco, LP	N/A	—	236	-236	-100%	$9.4K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	200	-200	-100%	$8.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	175	-175	-100%	$7.0K	—	—	—
Capital Analysts, LLC	N/A	—	121	-121	-100%	$5	—	—	—
NewEdge Advisors, LLC	N/A	—	118	-118	-100%	$4.7K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	100	-100	-100%	$4.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	96	-96	-100%	$3.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	58	-58	-100%	$2.3K	—	—	—
Allworth Financial LP	N/A	—	52	-52	-100%	$2.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	3	-3	-100%	$127	—	—	—

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