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Global X Silver Miners ETF (SIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares952,183 from 948,174
Change+4,009 (+0%)
Value$81.9M (+$8.5M)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares419,000 from 628,000
Change-209,000 (-33%)
Value$36.0M (-$12.7M)
Filed 2026-10-28
Marco Investment Management LLC
UNCHANGED
Shares200,160 from 200,160
Change0 (0%)
Value$17.2M (+$1.7M)
Filed 2026-11-09
Asset One Wealth Management LLC
INCREASED
Shares149,163 from 143,425
Change+5,738 (+4%)
Value$12.8M (+$2.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares103,458 from 89,013
Change+14,445 (+16%)
Value$8.9M (+$2.0M)
Filed 2026-11-02
Avalon Capital Management
DECREASED
Shares84,420 from 90,973
Change-6,553 (-7%)
Value$7.3M (+$214.2K)
Filed 2026-11-04
Sprott Inc.
DECREASED
Shares74,616 from 80,834
Change-6,218 (-8%)
Value$6.4M (+$156.3K)
Filed 2026-11-09
Beverly Hills Private Wealth, LLC
INCREASED
Shares74,177 from 71,796
Change+2,381 (+3%)
Value$6.4M (+$818.6K)
Filed 2026-11-04
One Plus One Wealth Management, LLC
INCREASED
Shares65,740 from 63,557
Change+2,183 (+3%)
Value$5.7M (+$731.2K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares56,692 from 54,973
Change+1,719 (+3%)
Value$4.9M (+$617.8K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares50,078 from 50,972
Change-894 (-2%)
Value$4.3M (+$359.0K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares47,890 from 22,639
Change+25,251 (+112%)
Value$4.1M (+$2.4M)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares41,842 from 40,425
Change+1,417 (+4%)
Value$3.6M (+$467.5K)
Filed 2026-11-09
Juncture Wealth Strategies, LLC
INCREASED
Shares41,059 from 36,967
Change+4,092 (+11%)
Value$3.5M (+$668.0K)
Filed 2026-10-06
Kurv Investment Management LLC
INCREASED
Shares40,506 from 32,185
Change+8,321 (+26%)
Value$3.5M (+$990.9K)
Filed 2026-10-28
U S Global Investors Inc
NEW
Shares40,000
Change+40,000
Value$3.4M
Filed 2026-10-22
IronBridge Private Wealth, LLC
NEW
Shares39,037
Change+39,037
Value$3.4M
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares36,111 from 57,793
Change-21,682 (-38%)
Value$3.1M (-$1.4M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares33,852 from 39,261
Change-5,409 (-14%)
Value$2.9M (-$129.0K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares33,665 from 24,596
Change+9,069 (+37%)
Value$2.9M (+$990.3K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares31,569 from 45,513
Change-13,944 (-31%)
Value$2.7M (-$810.2K)
Filed 2026-11-02
Banque Pictet & CIE SA
UNCHANGED
Shares31,000 from 31,000
Change0 (0%)
Value$2.7M (+$265.1K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares28,876 from 13,566
Change+15,310 (+113%)
Value$2.5M (+$1.4M)
Filed 2026-11-05
New Harbor Financial Group, LLC
DECREASED
Shares28,876 from 30,088
Change-1,212 (-4%)
Value$2.5M (+$153.0K)
Filed 2026-10-22
BFI Infinity Ltd.
DECREASED
Shares27,301 from 122,772
Change-95,471 (-78%)
Value$2.3M (-$7.2M)
Filed 2026-10-16
Braeburn Wealth Management LLC
NEW
Shares24,867
Change+24,867
Value$2.1M
Filed 2026-10-15
Quattro Financial Advisors LLC
DECREASED
Shares24,840 from 34,690
Change-9,850 (-28%)
Value$2.1M (-$550.6K)
Filed 2026-10-15
Wealthfront Advisers LLC
DECREASED
Shares24,417 from 37,842
Change-13,425 (-35%)
Value$2.1M (-$831.1K)
Filed 2026-11-09
Global X Japan Co., Ltd.
INCREASED
Shares24,073 from 13,720
Change+10,353 (+75%)
Value$2.1M (+$1.0M)
Filed 2026-10-21
Ballew Advisors, Inc
INCREASED
Shares21,921 from 21,588
Change+333 (+2%)
Value$1.9M (+$164.8K)
Filed 2026-10-05
Crescent Grove Advisors, LLC
DECREASED
Shares21,890 from 53,550
Change-31,660 (-59%)
Value$1.9M (-$2.3M)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares20,593 from 11,124
Change+9,469 (+85%)
Value$1.8M (+$909.5K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED
Shares20,588 from 20,538
Change+50 (+0%)
Value$1.8M (+$179.9K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares19,716 from 70,860
Change-51,144 (-72%)
Value$1.7M (-$3.8M)
Filed 2026-11-04
Geneos Wealth Management Inc.
DECREASED
Shares19,654 from 20,404
Change-750 (-4%)
Value$1.7M (+$109.9K)
Filed 2026-11-09
Parsons Capital Management Inc
INCREASED
Shares19,001 from 19,000
Change+1 (+0%)
Value$1.6M (+$162.6K)
Filed 2026-10-28
RIA Advisory Group LLC
INCREASED
Shares17,075 from 17,014
Change+61 (+0%)
Value$1.5M (+$150.7K)
Filed 2026-10-15
Balefire, LLC
NEW
Shares16,583
Change+16,583
Value$1.4M
Filed 2026-10-09
Creative Planning
INCREASED
Shares16,067 from 15,817
Change+250 (+2%)
Value$1.4M (+$156.7K)
Filed 2026-11-02
Convergence Financial, LLC
NEW
Shares13,973
Change+13,973
Value$1.2M
Filed 2026-10-27
Level Four Advisory Services, LLC
DECREASED
Shares13,958 from 15,887
Change-1,929 (-12%)
Value$1.2M (-$30.1K)
Filed 2026-11-06
Baldwin Wealth Partners LLC
UNCHANGED
Shares13,365 from 13,365
Change0 (0%)
Value$1.1M (+$114.3K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares13,341 from 14,078
Change-737 (-5%)
Value$1.1M (+$57.0K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares13,122 from 13,115
Change+7 (+0%)
Value$1.1M (+$112.7K)
Filed 2026-10-20
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares12,750
Change+12,750
Value$1.1M
Filed 2026-11-02
J. Safra Sarasin Holding AG
DECREASED
Shares12,221 from 12,506
Change-285 (-2%)
Value$1.1M (+$82.1K)
Filed 2026-10-26
Portfolio Strategies, Inc.
DECREASED
Shares12,080 from 12,920
Change-840 (-6%)
Value$1.0M (+$38.2K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
DECREASED
Shares11,184 from 17,611
Change-6,427 (-36%)
Value$961.9K (-$402.2K)
Filed 2026-10-13
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$946.1K (+$94.1K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares10,963 from 12,007
Change-1,044 (-9%)
Value$943.0K (+$12.8K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares10,847 from 7,203
Change+3,644 (+51%)
Value$932.9K (+$375.0K)
Filed 2026-10-16
Belvedere Trading LLC
DECREASED
Shares10,778 from 173,824
Change-163,046 (-94%)
Value$927.0K (-$12.5M)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares10,615 from 15,790
Change-5,175 (-33%)
Value$913.0K (-$310.1K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares9,750 from 7,868
Change+1,882 (+24%)
Value$838.6K (+$229.1K)
Filed 2026-10-22
Moulton Wealth Management, Inc
INCREASED
Shares9,640 from 7,976
Change+1,664 (+21%)
Value$825.4K (+$199.1K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares9,512 from 11,455
Change-1,943 (-17%)
Value$818.1K (-$69.2K)
Filed 2026-10-27
Anson Capital, Inc.
DECREASED
Shares9,410 from 10,401
Change-991 (-10%)
Value$809.4K (+$3.7K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares9,156 from 6,785
Change+2,371 (+35%)
Value$787.5K (+$261.9K)
Filed 2026-10-15
Bank of Montreal
DECREASED
Shares8,887 from 44,019
Change-35,132 (-80%)
Value$764.4K (-$2.6M)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares8,861 from 8,117
Change+744 (+9%)
Value$762.2K (+$133.4K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares8,689 from 8,544
Change+145 (+2%)
Value$744.2K (+$84.1K)
Filed 2026-10-16
Merit Financial Group, LLC
DECREASED
Shares7,719 from 7,995
Change-276 (-3%)
Value$663.9K (+$44.6K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares7,297 from 7,547
Change-250 (-3%)
Value$627.6K (+$43.0K)
Filed 2026-10-14
Capital Management Associates
NEW
Shares7,000
Change+7,000
Value$602.1K
Filed 2026-11-03
Wellington Shields Capital Management, LLC
NEW
Shares7,000
Change+7,000
Value$602.1K
Filed 2026-11-03
Wellington Shields & Co., LLC
NEW
Shares7,000
Change+7,000
Value$602.1K
Filed 2026-11-03
Pettinga Financial Advisors LLC
INCREASED
Shares6,903 from 6,888
Change+15 (+0%)
Value$593.7K (+$60.2K)
Filed 2026-10-13
Veracity Capital LLC
NEW
Shares6,775
Change+6,775
Value$582.7K
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares6,574 from 6,570
Change+4 (+0%)
Value$565.4K (+$56.5K)
Filed 2026-11-06
Sterling Capital Management LLC
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$567.8K ($0)
Filed 2026-10-22
Jeppson Wealth Management, LLC
DECREASED
Shares6,158 from 6,358
Change-200 (-3%)
Value$529.7K (+$37.2K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares6,119 from 6,006
Change+113 (+2%)
Value$526.3K (+$61.1K)
Filed 2026-10-14
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$588 (-$464.4K)
Filed 2026-11-09
Signaturefd, LLC
INCREASED
Shares5,859 from 5,856
Change+3 (+0%)
Value$503.9K (+$50.3K)
Filed 2026-10-23
HUB Investment Partners, LLC
INCREASED
Shares5,837 from 5,334
Change+503 (+9%)
Value$502.1K (+$88.9K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares5,714 from 7,571
Change-1,857 (-25%)
Value$491.4K (-$95.0K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares5,667 from 3,712
Change+1,955 (+53%)
Value$479.4K (+$190.0K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares5,500 from 5,400
Change+100 (+2%)
Value$473.1K (+$54.8K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares5,374 from 14,048
Change-8,674 (-62%)
Value$462.2K (-$626.0K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
INCREASED
Shares5,240 from 5,233
Change+7 (+0%)
Value$450.7K (+$45.4K)
Filed 2026-10-22
Columbia Advisory Partners LLC
DECREASED
Shares4,809 from 4,869
Change-60 (-1%)
Value$413.6K (+$36.5K)
Filed 2026-10-15
LexAurum Advisors, LLC
INCREASED
Shares4,763 from 4,756
Change+7 (+0%)
Value$409.7K (+$41.2K)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares4,534 from 4,449
Change+85 (+2%)
Value$390.0K (+$45.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares4,527 from 4,379
Change+148 (+3%)
Value$389.4K (+$50.1K)
Filed 2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$387.0K (+$38.5K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares4,478 from 4,012
Change+466 (+12%)
Value$356.1K (+$45.4K)
Filed 2026-10-15
Robinson Value Management, Ltd.
UNCHANGED
Shares4,347 from 4,347
Change0 (0%)
Value$373.9K (+$37.2K)
Filed 2026-10-20
BankChampaign, National Association
DECREASED
Shares4,229 from 4,409
Change-180 (-4%)
Value$363.7K (+$22.2K)
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
NEW
Shares4,223
Change+4,223
Value$363.3K
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4,102 from 17,458
Change-13,356 (-76%)
Value$352.8K (-$999.4K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares4,092 from 3,880
Change+212 (+5%)
Value$352.0K (+$51.4K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares4,081 from 7,791
Change-3,710 (-48%)
Value$351.0K (-$252.5K)
Filed 2026-10-28
Guild Investment Management, Inc.
DECREASED
Shares3,950 from 4,000
Change-50 (-1%)
Value$339.7K (+$29.5K)
Filed 2026-11-03
Walled Lake Planning & Wealth Management, LLC
NEW
Shares3,767
Change+3,767
Value$324.0K
Filed 2026-10-29
Secure Asset Management, LLC
DECREASED
Shares3,722 from 3,820
Change-98 (-3%)
Value$320.1K (+$24.2K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares3,661 from 3,661
Change0 (0%)
Value$314.9K (+$31.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW
Shares3,609
Change+3,609
Value$305.6K
Filed 2026-10-13
Lido Advisors, LLC
NEW
Shares3,595
Change+3,595
Value$309.2K
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$306.7K (+$30.5K)
Filed 2026-10-16
Total Investment Management Inc
UNCHANGED
Shares3,537 from 3,537
Change0 (0%)
Value$304.2K (+$43.4K)
Filed 2026-10-22
Berman McAleer LLC
NEW
Shares3,505
Change+3,505
Value$301.5K
Filed 2026-10-16
Barclays PLC
NEW
Shares3,500
Change+3,500
Value$301.0K
Filed 2026-11-06
IvyRock Asset Management (HK) Ltd
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$301.0K (+$29.9K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
NEW
Shares3,476
Change+3,476
Value$299.0K
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares3,458 from 3,587
Change-129 (-4%)
Value$297.4K (+$19.6K)
Filed 2026-10-15
Castleview Partners, LLC
NEW
Shares3,420
Change+3,420
Value$294.2K
Filed 2026-10-09
Spectrum Advisors, Inc.
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$284.3K (+$28.3K)
Filed 2026-11-03
Natixis
DECREASED
Shares3,290 from 4,890
Change-1,600 (-33%)
Value$283.0K (-$95.8K)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$278.5K (+$27.7K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares3,130 from 2,862
Change+268 (+9%)
Value$269.2K (+$47.5K)
Filed 2026-11-05
180 Wealth Advisors, LLC
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$263.4K (+$26.2K)
Filed 2026-11-03
XML Financial, LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$262.3K (+$26.1K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
INCREASED
Shares3,036 from 3,032
Change+4 (+0%)
Value$261.1K (+$26.3K)
Filed 2026-10-09
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares3,029 from 3,027
Change+2 (+0%)
Value$260.5K (+$26.1K)
Filed 2026-10-14
Plan Group Financial, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$244.2K (+$11.8K)
Filed 2026-10-22
Kitching Partners, LLC
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$257.6K (+$25.6K)
Filed 2026-11-02
Global Wealth Management, LLC
INCREASED
Shares2,781 from 2,777
Change+4 (+0%)
Value$239.2K (+$24.1K)
Filed 2026-10-15
GK Wealth Management LLC
DECREASED
Shares2,761 from 4,609
Change-1,848 (-40%)
Value$237.5K (-$119.5K)
Filed 2026-10-09
Fiduciary Financial Group, LLC
NEW
Shares2,719
Change+2,719
Value$233.9K
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares2,532 from 4,173
Change-1,641 (-39%)
Value$217.8K (-$105.5K)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
NEW
Shares2,500
Change+2,500
Value$215.0K
Filed 2026-10-07
RMG Wealth Management LLC
NEW
Shares2,410
Change+2,410
Value$183.6K
Filed 2026-10-26
Beaumont Financial Advisors, LLC
NEW
Shares2,394
Change+2,394
Value$205.9K
Filed 2026-10-22
CWA Asset Management Group, LLC
DECREASED
Shares2,337 from 2,637
Change-300 (-11%)
Value$201.0K (-$3.3K)
Filed 2026-10-19
Krilogy Financial LLC
NEW
Shares2,327
Change+2,327
Value$200.3K
Filed 2026-10-13
Advisors Preferred, LLC
NEW
Shares1,845
Change+1,845
Value$159.6K
Filed 2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$130.5K (+$14.3K)
Filed 2026-10-30
Picton Mahoney Asset Management
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$124.7K (+$12.4K)
Filed 2026-11-09
Golden State Wealth Management, LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$123.1K (+$12.2K)
Filed 2026-11-02
Rakuten Securities, Inc.
DECREASED
Shares1,427 from 2,277
Change-850 (-37%)
Value$122.7K (-$53.6K)
Filed 2026-11-02
Tidemark, LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$117.0K (+$11.6K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
INCREASED
Shares1,298 from 582
Change+716 (+123%)
Value$111.6K (+$66.6K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares1,102
Change+1,102
Value$94.8K
Filed 2026-10-27
Atlas Capital Advisors Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$100.8K (+$23.3K)
Filed 2026-11-09
Private Trust Co NA
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$78.8K (+$7.8K)
Filed 2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$78.0K (+$7.8K)
Filed 2026-10-22
University of Texas S AM Investment Management Co
DECREASED
Shares800 from 801
Change-1 (0%)
Value$68.8K (+$6.7K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares647 from 672
Change-25 (-4%)
Value$55.6K (+$3.6K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
NEW
Shares627
Change+627
Value$53.9K
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$53.4K (+$5.3K)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$52.8K (+$5.3K)
Filed 2026-10-14
Global Trust Asset Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$51.6K (+$5.1K)
Filed 2026-10-19
Covestor Ltd
DECREASED
Shares599 from 1,744
Change-1,145 (-66%)
Value$52.0K (-$83.0K)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$49.0K (+$4.9K)
Filed 2026-10-20
Caldwell Sutter Capital, Inc.
INCREASED
Shares545 from 471
Change+74 (+16%)
Value$46.9K (+$10.4K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares495 from 494
Change+1 (+0%)
Value$42.5K (+$4.2K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$42.1K (+$4.2K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares445 from 149
Change+296 (+199%)
Value$38.3K (+$26.7K)
Filed 2026-10-21
Roble, Belko & Company, Inc
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$38.0K (+$38.0K)
Filed 2026-11-09
GoalVest Advisory LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$33.9K (+$3.4K)
Filed 2026-10-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares384 from 376
Change+8 (+2%)
Value$33.0K (+$3.9K)
Filed 2026-10-29
Concord Wealth Partners
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$31.2K (+$3.1K)
Filed 2026-11-02
Go Invest LLC
NEW
Shares355
Change+355
Value$30.6K
Filed 2026-10-09
KFG LLC
NEW
Shares282
Change+282
Value$24.3K
Filed 2026-11-02
Financial Management Professionals, Inc.
INCREASED
Shares265 from 150
Change+115 (+77%)
Value$22.8K (+$11.2K)
Filed 2026-10-23
Gen-Wealth Partners Inc
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$21.8K (+$2.2K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares244 from 135
Change+109 (+81%)
Value$21.0K (+$10.5K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$20.0K (+$2.0K)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$19.8K (+$2.0K)
Filed 2026-10-21
Cheviot Value Management, LLC
INCREASED
Shares200 from 100
Change+100 (+100%)
Value$17.2K (+$9.5K)
Filed 2026-11-09
Highline Wealth Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.2K (+$1.7K)
Filed 2026-10-19
AlphaCore Capital LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.2K (+$1.7K)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$16.1K (+$1.6K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$14.7K (+$878)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$11.9K ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares136
Change+136
Value$11.7K
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$10.8K (+$1.1K)
Filed 2026-10-02
Wilkerson Advisory Group LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$9.6K (+$963)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$9.2K (+$915)
Filed 2026-10-23
CoreCap Advisors, LLC
NEW
Shares102
Change+102
Value$8.8K
Filed 2026-10-08
IFG Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (+$855)
Filed 2026-11-09
Rossby Financial, LCC
NEW
Shares95
Change+95
Value$8.2K
Filed 2026-11-05
DeDora Capital, Inc.
NEW
Shares93
Change+93
Value$8.0K
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$6.8K (+$676)
Filed 2026-10-30
CX Institutional
INCREASED
Shares78 from 25
Change+53 (+212%)
Value$7 (+$5)
Filed 2026-10-02
Acumen Wealth Advisors, LLC
DECREASED
Shares77 from 98
Change-21 (-21%)
Value$6.6K (-$979)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.0K (+$598)
Filed 2026-10-20
Evolution Wealth Management Inc.
DECREASED
Shares57 from 227
Change-170 (-75%)
Value$4.9K (-$12.7K)
Filed 2026-10-28
Vision Financial Markets LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.3K (+$437)
Filed 2026-10-22
Hughes Financial Services, LLC
NEW
Shares42
Change+42
Value$3.2K
Filed 2026-10-30
Birch Capital Management, LLC
NEW
Shares42
Change+42
Value$3.6K
Filed 2026-10-27
Ashton Thomas Securities, LLC
NEW
Shares33
Change+33
Value$2.8K
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (+$171)
Filed 2026-10-30
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (+$135)
Filed 2026-10-16
Valley National Advisers Inc
NEW
Shares13
Change+13
Value$1.1K
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$954 (+$96)
Filed 2026-10-15
Bangor Savings Bank
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$860 (+$473)
Filed 2026-10-06
Sunrise Financial Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$516 (+$51)
Filed 2026-10-21
Mainstay Capital Management LLC
CLOSED
Shares0 from 278,004
Change-278,004 (-100%)
Value$0 (-$21.5M)
Filed 2026-11-09
Elite Wealth Management, Inc.
CLOSED
Shares0 from 99,656
Change-99,656 (-100%)
Value$0 (-$7.7M)
Filed 2026-11-03
WIT Partners Advisory Pte. Ltd.
CLOSED
Shares0 from 77,782
Change-77,782 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-16
First International Bank of Israel Ltd.
CLOSED
Shares0 from 22,600
Change-22,600 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Oppenheimer & Co Inc
CLOSED
Shares0 from 12,179
Change-12,179 (-100%)
Value$0 (-$943.4K)
Filed 2026-10-26
Fortis Group Advisors, LLC
CLOSED
Shares0 from 9,707
Change-9,707 (-100%)
Value$0 (-$751.9K)
Filed 2026-11-06
Money Concepts Capital Corp
CLOSED
Shares0 from 6,815
Change-6,815 (-100%)
Value$0 (-$527.9K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 4,752
Change-4,752 (-100%)
Value$0 (-$368.1K)
Filed 2026-11-03
Sigma Planning Corp
CLOSED
Shares0 from 2,958
Change-2,958 (-100%)
Value$0 (-$229.3K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,655
Change-1,655 (-100%)
Value$0 (-$127.8K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$54.3K)
Filed 2026-10-13
Tsfg, LLC
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$31)
Filed 2026-10-23
Founders Capital Management
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$23.2K)
Filed 2026-10-13
N.E.W. Advisory Services LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$17.4K)
Filed 2026-11-09
Central Trust Co
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$13.6K)
Filed 2026-11-05
Maytree Asset Management Ltd
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-29
Groesbeck Investment Management Corp
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$5)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 1,435,370
Change-1,435,370 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 944,576
Change-944,576 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 848,700
Change-848,700 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 716,679
Change-716,679 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 533,730
Change-533,730 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 402,290
Change-402,290 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 383,564
Change-383,564 (-100%)
Value—
UBS Group AG
N/A
Shares— from 344,755
Change-344,755 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 305,400
Change-305,400 (-100%)
Value—
Electrum Group LLC
N/A
Shares— from 251,009
Change-251,009 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 248,241
Change-248,241 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 224,748
Change-224,748 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 205,864
Change-205,864 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 205,533
Change-205,533 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 176,160
Change-176,160 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 167,894
Change-167,894 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 161,712
Change-161,712 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 149,026
Change-149,026 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 146,577
Change-146,577 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 145,268
Change-145,268 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 143,467
Change-143,467 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 137,279
Change-137,279 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,080
Change-111,080 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 101,036
Change-101,036 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 95,957
Change-95,957 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 95,813
Change-95,813 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 92,390
Change-92,390 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 84,214
Change-84,214 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 81,626
Change-81,626 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 67,760
Change-67,760 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 66,735
Change-66,735 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 63,599
Change-63,599 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 55,517
Change-55,517 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 51,439
Change-51,439 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 51,348
Change-51,348 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 48,903
Change-48,903 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 44,982
Change-44,982 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 43,240
Change-43,240 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,192
Change-43,192 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 41,765
Change-41,765 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 39,210
Change-39,210 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 38,620
Change-38,620 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 38,343
Change-38,343 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 33,460
Change-33,460 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 32,267
Change-32,267 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 32,034
Change-32,034 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,521
Change-31,521 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 29,450
Change-29,450 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,830
Change-27,830 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 27,272
Change-27,272 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,721
Change-26,721 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 25,524
Change-25,524 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Wynnefield Capital IncA
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,219
Change-24,219 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 23,807
Change-23,807 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 23,544
Change-23,544 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,330
Change-22,330 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 22,003
Change-22,003 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 21,667
Change-21,667 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 20,487
Change-20,487 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 18,591
Change-18,591 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 18,161
Change-18,161 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 17,996
Change-17,996 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 16,731
Change-16,731 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,632
Change-15,632 (-100%)
Value—
ION Fund Management Ltd
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,660
Change-13,660 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,422
Change-13,422 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,849
Change-8,849 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 8,195
Change-8,195 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,527
Change-7,527 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
&partners
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,361
Change-4,361 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
FMR LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 752
Change-752 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
EFG International AG
N/A
Shares— from 520
Change-520 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 388
Change-388 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 261
Change-261 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 222
Change-222 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 220
Change-220 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 197
Change-197 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 48
Change-48 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED952,183948,174+4,009+0%$73.4M$81.9M+$8.5M2026-11-06
Meitav Investment House LTD
DECREASED419,000628,000-209,000-33%$48.7M$36.0M-$12.7M2026-10-28
Marco Investment Management LLC
UNCHANGED200,160200,16000%$15.5M$17.2M+$1.7M2026-11-09
Asset One Wealth Management LLC
INCREASED149,163143,425+5,738+4%$10.8M$12.8M+$2.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED103,45889,013+14,445+16%$6.9M$8.9M+$2.0M2026-11-02
Avalon Capital Management
DECREASED84,42090,973-6,553-7%$7.0M$7.3M+$214.2K2026-11-04
Sprott Inc.
DECREASED74,61680,834-6,218-8%$6.3M$6.4M+$156.3K2026-11-09
Beverly Hills Private Wealth, LLC
INCREASED74,17771,796+2,381+3%$5.6M$6.4M+$818.6K2026-11-04
One Plus One Wealth Management, LLC
INCREASED65,74063,557+2,183+3%$4.9M$5.7M+$731.2K2026-10-16
D.A. Davidson & Co.
INCREASED56,69254,973+1,719+3%$4.3M$4.9M+$617.8K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED50,07850,972-894-2%$3.9M$4.3M+$359.0K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED47,89022,639+25,251+112%$1.8M$4.1M+$2.4M2026-10-16
Harbour Investments, Inc.
INCREASED41,84240,425+1,417+4%$3.1M$3.6M+$467.5K2026-11-09
Juncture Wealth Strategies, LLC
INCREASED41,05936,967+4,092+11%$2.9M$3.5M+$668.0K2026-10-06
Kurv Investment Management LLC
INCREASED40,50632,185+8,321+26%$2.5M$3.5M+$990.9K2026-10-28
U S Global Investors Inc
NEW40,000—+40,000——$3.4M—2026-10-22
IronBridge Private Wealth, LLC
NEW39,037—+39,037——$3.4M—2026-11-03
Simplex Trading, LLC
DECREASED36,11157,793-21,682-38%$4.5M$3.1M-$1.4M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED33,85239,261-5,409-14%$3.0M$2.9M-$129.0K2026-11-02
Vontobel Holding Ltd.
INCREASED33,66524,596+9,069+37%$1.9M$2.9M+$990.3K2026-10-16
Commonwealth Equity Services, LLC
DECREASED31,56945,513-13,944-31%$3.5M$2.7M-$810.2K2026-11-02
Banque Pictet & CIE SA
UNCHANGED31,00031,00000%$2.4M$2.7M+$265.1K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED28,87613,566+15,310+113%$1.1M$2.5M+$1.4M2026-11-05
New Harbor Financial Group, LLC
DECREASED28,87630,088-1,212-4%$2.3M$2.5M+$153.0K2026-10-22
BFI Infinity Ltd.
DECREASED27,301122,772-95,471-78%$9.5M$2.3M-$7.2M2026-10-16
Braeburn Wealth Management LLC
NEW24,867—+24,867——$2.1M—2026-10-15
Quattro Financial Advisors LLC
DECREASED24,84034,690-9,850-28%$2.7M$2.1M-$550.6K2026-10-15
Wealthfront Advisers LLC
DECREASED24,41737,842-13,425-35%$2.9M$2.1M-$831.1K2026-11-09
Global X Japan Co., Ltd.
INCREASED24,07313,720+10,353+75%$1.1M$2.1M+$1.0M2026-10-21
Ballew Advisors, Inc
INCREASED21,92121,588+333+2%$1.7M$1.9M+$164.8K2026-10-05
Crescent Grove Advisors, LLC
DECREASED21,89053,550-31,660-59%$4.1M$1.9M-$2.3M2026-10-21
Independent Financial Group, LLC
INCREASED20,59311,124+9,469+85%$861.7K$1.8M+$909.5K2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED20,58820,538+50+0%$1.6M$1.8M+$179.9K2026-11-02
Citigroup Inc
DECREASED19,71670,860-51,144-72%$5.5M$1.7M-$3.8M2026-11-04
Geneos Wealth Management Inc.
DECREASED19,65420,404-750-4%$1.6M$1.7M+$109.9K2026-11-09
Parsons Capital Management Inc
INCREASED19,00119,000+1+0%$1.5M$1.6M+$162.6K2026-10-28
RIA Advisory Group LLC
INCREASED17,07517,014+61+0%$1.3M$1.5M+$150.7K2026-10-15
Balefire, LLC
NEW16,583—+16,583——$1.4M—2026-10-09
Creative Planning
INCREASED16,06715,817+250+2%$1.2M$1.4M+$156.7K2026-11-02
Convergence Financial, LLC
NEW13,973—+13,973——$1.2M—2026-10-27
Level Four Advisory Services, LLC
DECREASED13,95815,887-1,929-12%$1.2M$1.2M-$30.1K2026-11-06
Baldwin Wealth Partners LLC
UNCHANGED13,36513,36500%$1.0M$1.1M+$114.3K2026-10-13
RFG Advisory, LLC
DECREASED13,34114,078-737-5%$1.1M$1.1M+$57.0K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED13,12213,115+7+0%$1.0M$1.1M+$112.7K2026-10-20
Harel Insurance Investments & Financial Services Ltd.
NEW12,750—+12,750——$1.1M—2026-11-02
J. Safra Sarasin Holding AG
DECREASED12,22112,506-285-2%$969.0K$1.1M+$82.1K2026-10-26
Portfolio Strategies, Inc.
DECREASED12,08012,920-840-6%$1.0M$1.0M+$38.2K2026-11-06
Harbor Investment Advisory, LLC
DECREASED11,18417,611-6,427-36%$1.4M$961.9K-$402.2K2026-10-13
Intesa Sanpaolo Wealth Management
UNCHANGED11,00011,00000%$852.1K$946.1K+$94.1K2026-10-28
Integrity Alliance, Llc.
DECREASED10,96312,007-1,044-9%$930.1K$943.0K+$12.8K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED10,8477,203+3,644+51%$557.9K$932.9K+$375.0K2026-10-16
Belvedere Trading LLC
DECREASED10,778173,824-163,046-94%$13.5M$927.0K-$12.5M2026-11-05
Visionary Wealth Advisors
DECREASED10,61515,790-5,175-33%$1.2M$913.0K-$310.1K2026-11-04
SBI Securities Co., Ltd.
INCREASED9,7507,868+1,882+24%$609.5K$838.6K+$229.1K2026-10-22
Moulton Wealth Management, Inc
INCREASED9,6407,976+1,664+21%$626.3K$825.4K+$199.1K2026-10-13
VestGen Advisors, LLC
DECREASED9,51211,455-1,943-17%$887.3K$818.1K-$69.2K2026-10-27
Anson Capital, Inc.
DECREASED9,41010,401-991-10%$805.7K$809.4K+$3.7K2026-10-23
Atria Investments, Inc
INCREASED9,1566,785+2,371+35%$525.6K$787.5K+$261.9K2026-10-15
Bank of Montreal
DECREASED8,88744,019-35,132-80%$3.4M$764.4K-$2.6M2026-11-09
Bank of New York Mellon Corp
INCREASED8,8618,117+744+9%$628.8K$762.2K+$133.4K2026-11-05
TD Waterhouse Canada Inc.
INCREASED8,6898,544+145+2%$660.1K$744.2K+$84.1K2026-10-16
Merit Financial Group, LLC
DECREASED7,7197,995-276-3%$619.3K$663.9K+$44.6K2026-11-06
Davenport & Co LLC
DECREASED7,2977,547-250-3%$584.6K$627.6K+$43.0K2026-10-14
Capital Management Associates
NEW7,000—+7,000——$602.1K—2026-11-03
Wellington Shields Capital Management, LLC
NEW7,000—+7,000——$602.1K—2026-11-03
Wellington Shields & Co., LLC
NEW7,000—+7,000——$602.1K—2026-11-03
Pettinga Financial Advisors LLC
INCREASED6,9036,888+15+0%$533.5K$593.7K+$60.2K2026-10-13
Veracity Capital LLC
NEW6,775—+6,775——$582.7K—2026-10-08
PNC Financial Services Group, Inc.
INCREASED6,5746,570+4+0%$508.9K$565.4K+$56.5K2026-11-06
Sterling Capital Management LLC
UNCHANGED6,4106,41000%$567.8K$567.8K$02026-10-22
Jeppson Wealth Management, LLC
DECREASED6,1586,358-200-3%$492.5K$529.7K+$37.2K2026-10-20
Columbus Macro, LLC
INCREASED6,1196,006+113+2%$465.2K$526.3K+$61.1K2026-10-14
JTC Employer Solutions Trustee Ltd
UNCHANGED6,0006,00000%$465.0K$588-$464.4K2026-11-09
Signaturefd, LLC
INCREASED5,8595,856+3+0%$453.6K$503.9K+$50.3K2026-10-23
HUB Investment Partners, LLC
INCREASED5,8375,334+503+9%$413.2K$502.1K+$88.9K2026-11-03
Trek Financial, LLC
DECREASED5,7147,571-1,857-25%$586.5K$491.4K-$95.0K2026-10-29
StoneX Group Inc.
INCREASED5,6673,712+1,955+53%$289.4K$479.4K+$190.0K2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED5,5005,400+100+2%$418.3K$473.1K+$54.8K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED5,37414,048-8,674-62%$1.1M$462.2K-$626.0K2026-11-06
Sagespring Wealth Partners, LLC
INCREASED5,2405,233+7+0%$405.4K$450.7K+$45.4K2026-10-22
Columbia Advisory Partners LLC
DECREASED4,8094,869-60-1%$377.2K$413.6K+$36.5K2026-10-15
LexAurum Advisors, LLC
INCREASED4,7634,756+7+0%$368.4K$409.7K+$41.2K2026-10-19
Fifth Third Bancorp
INCREASED4,5344,449+85+2%$344.6K$390.0K+$45.4K2026-11-05
Farther Finance Advisors, LLC
INCREASED4,5274,379+148+3%$339.2K$389.4K+$50.1K2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED4,5004,50000%$348.6K$387.0K+$38.5K2026-10-15
AdvisorNet Financial, Inc
INCREASED4,4784,012+466+12%$310.8K$356.1K+$45.4K2026-10-15
Robinson Value Management, Ltd.
UNCHANGED4,3474,34700%$336.7K$373.9K+$37.2K2026-10-20
BankChampaign, National Association
DECREASED4,2294,409-180-4%$341.5K$363.7K+$22.2K2026-10-19
Comprehensive Financial Planning, Inc.
NEW4,223—+4,223——$363.3K—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4,10217,458-13,356-76%$1.4M$352.8K-$999.4K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED4,0923,880+212+5%$300.5K$352.0K+$51.4K2026-11-04
MGO One Seven LLC
DECREASED4,0817,791-3,710-48%$603.5K$351.0K-$252.5K2026-10-28
Guild Investment Management, Inc.
DECREASED3,9504,000-50-1%$310.3K$339.7K+$29.5K2026-11-03
Walled Lake Planning & Wealth Management, LLC
NEW3,767—+3,767——$324.0K—2026-10-29
Secure Asset Management, LLC
DECREASED3,7223,820-98-3%$295.9K$320.1K+$24.2K2026-10-19
Bryn Mawr Trust Advisors, LLC
UNCHANGED3,6613,66100%$283.6K$314.9K+$31.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW3,609—+3,609——$305.6K—2026-10-13
Lido Advisors, LLC
NEW3,595—+3,595——$309.2K—2026-11-04
Cyndeo Wealth Partners, LLC
UNCHANGED3,5653,56500%$276.2K$306.7K+$30.5K2026-10-16
Total Investment Management Inc
UNCHANGED3,5373,53700%$260.9K$304.2K+$43.4K2026-10-22
Berman McAleer LLC
NEW3,505—+3,505——$301.5K—2026-10-16
Barclays PLC
NEW3,500—+3,500——$301.0K—2026-11-06
IvyRock Asset Management (HK) Ltd
UNCHANGED3,5003,50000%$271.1K$301.0K+$29.9K2026-11-06
Wealthcare Advisory Partners LLC
NEW3,476—+3,476——$299.0K—2026-10-21
Blue Trust, Inc.
DECREASED3,4583,587-129-4%$277.9K$297.4K+$19.6K2026-10-15
Castleview Partners, LLC
NEW3,420—+3,420——$294.2K—2026-10-09
Spectrum Advisors, Inc.
UNCHANGED3,3053,30500%$256.0K$284.3K+$28.3K2026-11-03
Natixis
DECREASED3,2904,890-1,600-33%$378.8K$283.0K-$95.8K2026-11-06
Arlington Trust Co LLC
UNCHANGED3,2383,23800%$250.8K$278.5K+$27.7K2026-10-20
Nations Financial Group Inc,
INCREASED3,1302,862+268+9%$221.7K$269.2K+$47.5K2026-11-05
180 Wealth Advisors, LLC
UNCHANGED3,0623,06200%$237.2K$263.4K+$26.2K2026-11-03
XML Financial, LLC
UNCHANGED3,0503,05000%$236.3K$262.3K+$26.1K2026-10-29
M.E. Allison & Co., Inc.
INCREASED3,0363,032+4+0%$234.8K$261.1K+$26.3K2026-10-09
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED3,0293,027+2+0%$234.5K$260.5K+$26.1K2026-10-14
Plan Group Financial, LLC
UNCHANGED3,0003,00000%$232.4K$244.2K+$11.8K2026-10-22
Kitching Partners, LLC
UNCHANGED2,9952,99500%$232.0K$257.6K+$25.6K2026-11-02
Global Wealth Management, LLC
INCREASED2,7812,777+4+0%$215.1K$239.2K+$24.1K2026-10-15
GK Wealth Management LLC
DECREASED2,7614,609-1,848-40%$357.0K$237.5K-$119.5K2026-10-09
Fiduciary Financial Group, LLC
NEW2,719—+2,719——$233.9K—2026-10-13
Founders Financial Securities LLC
DECREASED2,5324,173-1,641-39%$323.2K$217.8K-$105.5K2026-10-28
Canandaigua National Bank & Trust Co
NEW2,500—+2,500——$215.0K—2026-10-07
RMG Wealth Management LLC
NEW2,410—+2,410——$183.6K—2026-10-26
Beaumont Financial Advisors, LLC
NEW2,394—+2,394——$205.9K—2026-10-22
CWA Asset Management Group, LLC
DECREASED2,3372,637-300-11%$204.3K$201.0K-$3.3K2026-10-19
Krilogy Financial LLC
NEW2,327—+2,327——$200.3K—2026-10-13
Advisors Preferred, LLC
NEW1,845—+1,845——$159.6K—2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED1,5001,50000%$116.2K$130.5K+$14.3K2026-10-30
Picton Mahoney Asset Management
UNCHANGED1,4501,45000%$112.3K$124.7K+$12.4K2026-11-09
Golden State Wealth Management, LLC
UNCHANGED1,4301,43000%$110.8K$123.1K+$12.2K2026-11-02
Rakuten Securities, Inc.
DECREASED1,4272,277-850-37%$176.4K$122.7K-$53.6K2026-11-02
Tidemark, LLC
UNCHANGED1,3601,36000%$105.3K$117.0K+$11.6K2026-11-09
EverSource Wealth Advisors, LLC
INCREASED1,298582+716+123%$45.1K$111.6K+$66.6K2026-11-04
Birch Financial Group, LLC
NEW1,102—+1,102——$94.8K—2026-10-27
Atlas Capital Advisors Inc.
UNCHANGED1,0001,00000%$77.5K$100.8K+$23.3K2026-11-09
Private Trust Co NA
UNCHANGED91691600%$71.0K$78.8K+$7.8K2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED90790700%$70.3K$78.0K+$7.8K2026-10-22
University of Texas S AM Investment Management Co
DECREASED800801-10%$62.1K$68.8K+$6.7K2026-11-03
Spire Wealth Management
DECREASED647672-25-4%$52.1K$55.6K+$3.6K2026-10-30
Ashton Thomas Private Wealth, LLC
NEW627—+627——$53.9K—2026-11-03
Clearstead Advisors, LLC
UNCHANGED62162100%$48.1K$53.4K+$5.3K2026-11-06
Mather Group, Llc.
UNCHANGED61461400%$47.6K$52.8K+$5.3K2026-10-14
Global Trust Asset Management, LLC
UNCHANGED60060000%$46.5K$51.6K+$5.1K2026-10-19
Covestor Ltd
DECREASED5991,744-1,145-66%$135.0K$52.0K-$83.0K2026-10-30
City State Bank
UNCHANGED57057000%$44.2K$49.0K+$4.9K2026-10-20
Caldwell Sutter Capital, Inc.
INCREASED545471+74+16%$36.5K$46.9K+$10.4K2026-11-09
Larson Financial Group LLC
INCREASED495494+1+0%$38.3K$42.5K+$4.2K2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED49049000%$38.0K$42.1K+$4.2K2026-11-03
Assetmark, Inc
INCREASED445149+296+199%$11.5K$38.3K+$26.7K2026-10-21
Roble, Belko & Company, Inc
UNCHANGED44444400%$34$38.0K+$38.0K2026-11-09
GoalVest Advisory LLC
UNCHANGED39439400%$30.5K$33.9K+$3.4K2026-10-02
Blue Bell Private Wealth Management, LLC
INCREASED384376+8+2%$29.1K$33.0K+$3.9K2026-10-29
Concord Wealth Partners
INCREASED363362+1+0%$28.0K$31.2K+$3.1K2026-11-02
Go Invest LLC
NEW355—+355——$30.6K—2026-10-09
KFG LLC
NEW282—+282——$24.3K—2026-11-02
Financial Management Professionals, Inc.
INCREASED265150+115+77%$11.6K$22.8K+$11.2K2026-10-23
Gen-Wealth Partners Inc
UNCHANGED25325300%$19.6K$21.8K+$2.2K2026-11-04
Creative Financial Designs Inc
INCREASED244135+109+81%$10.5K$21.0K+$10.5K2026-11-04
IFP Advisors, Inc
UNCHANGED23223200%$18.0K$20.0K+$2.0K2026-10-16
Princeton Global Asset Management LLC
UNCHANGED23023000%$17.8K$19.8K+$2.0K2026-10-21
Cheviot Value Management, LLC
INCREASED200100+100+100%$7.7K$17.2K+$9.5K2026-11-09
Highline Wealth Partners LLC
UNCHANGED20020000%$15.5K$17.2K+$1.7K2026-10-19
AlphaCore Capital LLC
UNCHANGED20020000%$15.5K$17.2K+$1.7K2026-11-04
Pacific Center for Financial Services
UNCHANGED18718700%$14.5K$16.1K+$1.6K2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED17117100%$13.8K$14.7K+$8782026-11-04
Allworth Financial LP
UNCHANGED15315300%$11.9K$11.9K$02026-11-06
Root Financial Partners, LLC
NEW136—+136——$11.7K—2026-10-21
Versant Capital Management, Inc
UNCHANGED12512500%$9.7K$10.8K+$1.1K2026-10-02
Wilkerson Advisory Group LLC
UNCHANGED11111100%$8.6K$9.6K+$9632026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED10710700%$8.3K$9.2K+$9152026-10-23
CoreCap Advisors, LLC
NEW102—+102——$8.8K—2026-10-08
IFG Advisory, LLC
UNCHANGED10010000%$7.7K$8.6K+$8552026-11-09
Rossby Financial, LCC
NEW95—+95——$8.2K—2026-11-05
DeDora Capital, Inc.
NEW93—+93——$8.0K—2026-10-26
Compass Financial Management LLC
UNCHANGED797900%$6.1K$6.8K+$6762026-10-30
CX Institutional
INCREASED7825+53+212%$2$7+$52026-10-02
Acumen Wealth Advisors, LLC
DECREASED7798-21-21%$7.6K$6.6K-$9792026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED707000%$5.4K$6.0K+$5982026-10-20
Evolution Wealth Management Inc.
DECREASED57227-170-75%$17.6K$4.9K-$12.7K2026-10-28
Vision Financial Markets LLC
UNCHANGED515100%$3.9K$4.3K+$4372026-10-22
Hughes Financial Services, LLC
NEW42—+42——$3.2K—2026-10-30
Birch Capital Management, LLC
NEW42—+42——$3.6K—2026-10-27
Ashton Thomas Securities, LLC
NEW33—+33——$2.8K—2026-10-26
Markowski Investments
UNCHANGED202000%$1.5K$1.7K+$1712026-10-30
Pension & Wealth Management Advisors, Inc.
UNCHANGED151500%$1.2K$1.3K+$1352026-10-16
Valley National Advisers Inc
NEW13—+13——$1.1K—2026-10-23
Nfsg Corp
UNCHANGED111100%$858$954+$962026-10-15
Bangor Savings Bank
INCREASED105+5+100%$387$860+$4732026-10-06
Sunrise Financial Services, LLC
UNCHANGED6600%$465$516+$512026-10-21
Mainstay Capital Management LLC
CLOSED0278,004-278,004-100%$21.5M$0-$21.5M2026-11-09
Elite Wealth Management, Inc.
CLOSED099,656-99,656-100%$7.7M$0-$7.7M2026-11-03
WIT Partners Advisory Pte. Ltd.
CLOSED077,782-77,782-100%$6.0M$0-$6.0M2026-10-16
First International Bank of Israel Ltd.
CLOSED022,600-22,600-100%$1.8M$0-$1.8M2026-11-04
Oppenheimer & Co Inc
CLOSED012,179-12,179-100%$943.4K$0-$943.4K2026-10-26
Fortis Group Advisors, LLC
CLOSED09,707-9,707-100%$751.9K$0-$751.9K2026-11-06
Money Concepts Capital Corp
CLOSED06,815-6,815-100%$527.9K$0-$527.9K2026-11-06
Almanack Investment Partners, Llc.
CLOSED04,752-4,752-100%$368.1K$0-$368.1K2026-11-03
Sigma Planning Corp
CLOSED02,958-2,958-100%$229.3K$0-$229.3K2026-10-23
International Assets Investment Management, LLC
CLOSED01,655-1,655-100%$127.8K$0-$127.8K2026-11-02
Salem Investment Counselors Inc
CLOSED0700-700-100%$54.3K$0-$54.3K2026-10-13
Tsfg, LLC
CLOSED0405-405-100%$31$0-$312026-10-23
Founders Capital Management
CLOSED0300-300-100%$23.2K$0-$23.2K2026-10-13
N.E.W. Advisory Services LLC
CLOSED0225-225-100%$17.4K$0-$17.4K2026-11-09
Central Trust Co
CLOSED0175-175-100%$13.6K$0-$13.6K2026-11-05
Maytree Asset Management Ltd
CLOSED0168-168-100%$13.0K$0-$13.0K2026-10-29
Tucker Asset Management LLC
CLOSED0100-100-100%$7.7K$0-$7.7K2026-10-29
Groesbeck Investment Management Corp
CLOSED060-60-100%$5$0-$52026-10-26
Institute for Wealth Management, Llc.
CLOSED027-27-100%$2.1K$0-$2.1K2026-11-06
Morgan Stanley
N/A—1,435,370-1,435,370-100%$111.2M———
Susquehanna International Group, LLP
N/A—944,576-944,576-100%$73.2M———
Two Sigma Investments, LP
N/A—848,700-848,700-100%$65.7M———
Quadrature Capital Ltd
N/A—716,679-716,679-100%$55.5M———
Jane Street Group, LLC
N/A—533,730-533,730-100%$41.3M———
D. E. Shaw & Co., Inc.
N/A—402,290-402,290-100%$31.2M———
Wells Fargo & Company
N/A—383,564-383,564-100%$29.7M———
UBS Group AG
N/A—344,755-344,755-100%$26.7M———
Potomac Fund Management Inc
N/A—305,400-305,400-100%$23.7M———
Electrum Group LLC
N/A—251,009-251,009-100%$19.4M———
JPMorgan Chase & Co
N/A—248,241-248,241-100%$19.2M———
CI Investments Inc.
N/A—224,748-224,748-100%$17.4M———
Stifel Financial Corp
N/A—205,864-205,864-100%$15.9M———
Raymond James Financial Inc
N/A—205,533-205,533-100%$15.9M———
Group One Trading LLC
N/A—176,160-176,160-100%$13.6M———
Ameriprise Financial Inc
N/A—167,894-167,894-100%$12.7M———
Bank of America Corp
N/A—161,712-161,712-100%$12.5M———
Cetera Investment Advisers
N/A—149,026-149,026-100%$11.5M———
Citadel Advisors LLC
N/A—146,577-146,577-100%$11.4M———
Balyasny Asset Management L.P.
N/A—145,268-145,268-100%$11.3M———
AE Wealth Management LLC
N/A—143,467-143,467-100%$11.1M———
Baird Financial Group, Inc.
N/A—137,279-137,279-100%$10.6M———
Royal Bank of Canada
N/A—111,080-111,080-100%$8.6M———
Envestnet Asset Management Inc
N/A—101,036-101,036-100%$7.8M———
Osaic Holdings, Inc.
N/A—95,957-95,957-100%$7.4M———
Northwestern Mutual Wealth Management Co
N/A—95,813-95,813-100%$7.4M———
UBS Asset Management Americas LLC
N/A—92,390-92,390-100%$7.2M———
Goldman Sachs Group Inc
N/A—84,214-84,214-100%$6.5M———
Summit Financial, LLC
N/A—81,626-81,626-100%$6.3M———
Jones Financial Companies Lllp
N/A—67,760-67,760-100%$5.3M———
Rockefeller Capital Management L.P.
N/A—66,735-66,735-100%$5.2M———
PCG Wealth Advisors, LLC
N/A—63,599-63,599-100%$4.9M———
Federation des caisses Desjardins du Quebec
N/A—55,517-55,517-100%$4.3M———
United Capital Financial Advisors, LLC
N/A—51,439-51,439-100%$4.0M———
Qube Research & Technologies Ltd
N/A—51,348-51,348-100%$4.0M———
Bitwise Funds Trust
N/A—48,903-48,903-100%$3.8M———
HighTower Advisors, LLC
N/A—44,982-44,982-100%$3.5M———
Northeast Planning Associates, Inc. / NH /
N/A—43,240-43,240-100%$3.0M———
BNP Paribas Financial Markets
N/A—43,192-43,192-100%$3.3M———
FWL Investment Management, LLC
N/A—41,765-41,765-100%$3.2M———
Sanctuary Advisors, LLC
N/A—39,210-39,210-100%$3.0M———
Gotham Asset Management, LLC
N/A—38,620-38,620-100%$3.0M———
MAI Capital Management
N/A—38,343-38,343-100%$3.0M———
Millennium Management LLC
N/A—33,460-33,460-100%$2.6M———
Private Advisor Group, LLC
N/A—32,267-32,267-100%$2.5M———
Norris Financial Group, LLC
N/A—32,034-32,034-100%$2.5M———
CreativeOne Wealth, LLC
N/A—31,521-31,521-100%$2.4M———
Old Mission Capital LLC
N/A—29,450-29,450-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—27,830-27,830-100%$2.2M———
Empowered Funds, LLC
N/A—27,272-27,272-100%$2.1M———
HRT Financial LP
N/A—26,721-26,721-100%$2.1M———
Harvest Investment Services, LLC
N/A—25,524-25,524-100%$2.0M———
Toronto Dominion Bank
N/A—25,000-25,000-100%$1.9M———
Wynnefield Capital IncA
N/A—25,000-25,000-100%$1.9M———
Renaissance Technologies LLC
N/A—25,000-25,000-100%$1.9M———
National Bank of Canada
N/A—24,219-24,219-100%$1.9M———
CIBC World Market Inc.
N/A—23,807-23,807-100%$1.8M———
IHT Wealth Management, LLC
N/A—23,544-23,544-100%$1.8M———
Mercer Global Advisors Inc
N/A—22,330-22,330-100%$1.7M———
Foundations Investment Advisors, LLC
N/A—22,003-22,003-100%$1.7M———
Cerity Partners LLC
N/A—21,667-21,667-100%$1.7M———
Point72 Asset Management, L.P.
N/A—20,557-20,557-100%$1.6M———
Proficio Capital Partners LLC
N/A—20,487-20,487-100%$1.6M———
Hollencrest Capital Management
N/A—18,591-18,591-100%$1.4M———
Trivium Point Advisory, LLC
N/A—18,161-18,161-100%$1.4M———
Walleye Trading LLC
N/A—17,996-17,996-100%$1.4M———
SG Americas Securities, LLC
N/A—16,731-16,731-100%$1.3M———
MML Investors Services, LLC
N/A—15,632-15,632-100%$1.2M———
ION Fund Management Ltd
N/A—15,400-15,400-100%$1.2M———
Marex Group Ltd
N/A—13,697-13,697-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—13,660-13,660-100%$1.1M———
PFG Investments, LLC
N/A—13,422-13,422-100%$1.0M———
Principal Securities, Inc.
N/A—13,141-13,141-100%$1.0M———
Tidal Investments LLC
N/A—13,005-13,005-100%$1.0M———
NewEdge Advisors, LLC
N/A—11,905-11,905-100%$922.1K———
Perennial Investment Advisors, LLC
N/A—10,694-10,694-100%$828.4K———
Fiduciary Trust Co
N/A—10,270-10,270-100%$795.5K———
Mariner, LLC
N/A—9,001-9,001-100%$697.2K———
Stratos Wealth Partners, Ltd.
N/A—8,849-8,849-100%$685.5K———
National Philanthropic Trust
N/A—8,195-8,195-100%$634.8K———
Sequoia Financial Advisors, LLC
N/A—8,118-8,118-100%$628.8K———
Beacon Pointe Advisors, LLC
N/A—7,993-7,993-100%$619.1K———
Wexford Capital LP
N/A—7,792-7,792-100%$603.6K———
Insigneo Advisory Services, LLC
N/A—7,693-7,693-100%$595.9K———
Brookwood Investment Group LLC
N/A—7,609-7,609-100%$589.4K———
Advisory Alpha, LLC
N/A—7,527-7,527-100%$583.1K———
Barometer Capital Management Inc.
N/A—7,200-7,200-100%$557.7K———
Stephens Inc
N/A—6,843-6,843-100%$530.1K———
Douglass Winthrop Advisors, LLC
N/A—6,025-6,025-100%$466.7K———
Neuberger Berman Group LLC
N/A—6,000-6,000-100%$464.8K———
Oxbow Advisors, LLC
N/A—5,955-5,955-100%$461.3K———
Vanguard National Trust Co
N/A—5,500-5,500-100%$426.0K———
LaSalle St. Investment Advisors, LLC
N/A—5,375-5,375-100%$416.3K———
DV Trading LLC
N/A—5,088-5,088-100%$394.1K———
Rathbones Group PLC
N/A—4,955-4,955-100%$383.8K———
Kingsview Wealth Management, LLC
N/A—4,889-4,889-100%$378.7K———
Equitable Holdings, Inc.
N/A—4,573-4,573-100%$354.2K———
&partners
N/A—4,464-4,464-100%$345.8K———
AQR Capital Management LLC
N/A—4,450-4,450-100%$344.7K———
Moneta Group Investment Advisors LLC
N/A—4,361-4,361-100%$337.8K———
Quantinno Capital Management LP
N/A—4,334-4,334-100%$335.7K———
Gateway Wealth Partners, LLC
N/A—4,304-4,304-100%$333.4K———
Fielder Capital Group LLC
N/A—4,082-4,082-100%$316.2K———
Fiduciary Financial Advisors
N/A—4,068-4,068-100%$315.2K———
Maridea Wealth Management LLC
N/A—3,647-3,647-100%$282.5K———
Three Cord True Wealth Management, LLC
N/A—3,398-3,398-100%$263.2K———
Magnolia Capital Advisors LLC
N/A—3,288-3,288-100%$254.7K———
Rather & Kittrell, Inc.
N/A—3,116-3,116-100%$241.4K———
Captrust Financial Advisors
N/A—3,086-3,086-100%$239.1K———
Scotia Capital Inc.
N/A—3,067-3,067-100%$237.6K———
SIH Partners, Lllp
N/A—2,881-2,881-100%$223.2K———
Advisory Services Network, LLC
N/A—2,847-2,847-100%$220.5K———
Prosperity Consulting Group, LLC
N/A—2,825-2,825-100%$218.8K———
Blair William & Co
N/A—2,815-2,815-100%$218.1K———
Global Retirement Partners, LLC
N/A—2,266-2,266-100%$175.5K———
Aptus Capital Advisors, LLC
N/A—2,209-2,209-100%$171.1K———
Copia Wealth Management
N/A—1,800-1,800-100%$139.4K———
Caitlin John, LLC
N/A—1,677-1,677-100%$130.0K———
Continuum Advisory, LLC
N/A—1,660-1,660-100%$128.6K———
FMR LLC
N/A—974-974-100%$75.4K———
Synergy Investment Management, LLC
N/A—905-905-100%$70.1K———
LRI Investments, LLC
N/A—850-850-100%$65.8K———
Arax Advisory Partners
N/A—752-752-100%$58.2K———
Edmond de Rothschild Holding S.A.
N/A—720-720-100%$55.8K———
Bogart Wealth, LLC
N/A—608-608-100%$47.1K———
EFG International AG
N/A—520-520-100%$40.3K———
Dunhill Financial, LLC
N/A—500-500-100%$38.7K———
Evelyn Partners Group Ltd
N/A—388-388-100%$30.1K———
Founders Financial Alliance, LLC
N/A—326-326-100%$25.3K———
O'shaughnessy Asset Management, LLC
N/A—324-324-100%$25.1K———
Strategic Investment Solutions, Inc.
N/A—292-292-100%$22.6K———
Ameriflex Group, Inc.
N/A—269-269-100%$20.8K———
Ancora Advisors LLCA
N/A—261-261-100%$20.2K———
Marshall Investment Management, LLC
N/A—234-234-100%$18.1K———
Mpwm Advisory Solutions, LLC
N/A—230-230-100%$17.8K———
Whittier Trust Co
N/A—222-222-100%$17.7K———
Howe & Rusling Inc
N/A—220-220-100%$17.0K———
SHP Wealth Management
N/A—197-197-100%$15.3K———
VAN DEN Berg Management I, Inc
N/A—175-175-100%$13.6K———
BFC Planning, Inc.
N/A—168-168-100%$13.0K———
HHM Wealth Advisors, LLC
N/A—168-168-100%$13.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—165-165-100%$12.8K———
Luminist Capital LLC
N/A—150-150-100%$11.6K———
Strategic Wealth Partners, Ltd.
N/A—118-118-100%$9.1K———
Smartleaf Asset Management LLC
N/A—112-112-100%$8.7K———
Atlantic Union Bankshares Corp
N/A—48-48-100%$3.7K———
Game Plan Financial Advisors, LLC
N/A—46-46-100%$3.6K———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$77———
Huntington National Bank
N/A—1-1-100%$77———
Transamerica Financial Advisors, LLC
N/A—00—$55———
Showing 357 of 357 institutions