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Global X S&P 500 CA VAL ETF (CATH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fund Evaluation Group, LLC
DECREASED
Shares960,755 from 976,483
Change-15,728 (-2%)
Value$87.1M (+$702.5K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares468,028 from 532,259
Change-64,231 (-12%)
Value$42.4M (-$4.7M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares333,276 from 335,770
Change-2,494 (-1%)
Value$30.2M (+$505.8K)
Filed 2026-10-30
BCM Advisors, LLC
DECREASED
Shares218,258 from 229,489
Change-11,231 (-5%)
Value$19.6M (-$529.9K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares191,392 from 174,006
Change+17,386 (+10%)
Value$17.4M (+$2.0M)
Filed 2026-11-06
Fort Washington Investment Advisors Inc
DECREASED
Shares149,735 from 150,823
Change-1,088 (-1%)
Value$13.6M (+$230.1K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares89,693 from 91,725
Change-2,032 (-2%)
Value$8.1M (+$15.7K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares88,027 from 83,032
Change+4,995 (+6%)
Value$7.8M (+$442.0K)
Filed 2026-11-06
Security Financial Services, Inc.
INCREASED
Shares82,401 from 8,481
Change+73,920 (+872%)
Value$7.5M (+$6.7M)
Filed 2026-10-29
First Bank & Trust
DECREASED
Shares65,834 from 73,966
Change-8,132 (-11%)
Value$6.0M (-$576.2K)
Filed 2026-10-19
Dagco, Inc.
UNCHANGED
Shares65,000 from 65,000
Change0 (0%)
Value$5.9M (+$141.7K)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares61,288 from 60,537
Change+751 (+1%)
Value$5.6M (+$197.7K)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares50,086 from 47,980
Change+2,106 (+4%)
Value$4.5M (+$295.6K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares42,837 from 39,841
Change+2,996 (+8%)
Value$3.9M (+$358.5K)
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares38,462 from 38,462
Change0 (0%)
Value$3.5M (+$83.8K)
Filed 2026-10-16
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares34,706 from 34,706
Change0 (0%)
Value$3.1M (+$75.7K)
Filed 2026-11-05
Amarillo National Bank
DECREASED
Shares32,732 from 33,419
Change-687 (-2%)
Value$3.0M (+$10.6K)
Filed 2026-10-23
Great Lakes Advisors, LLC
INCREASED
Shares31,672 from 2,600
Change+29,072 (+1118%)
Value$2.9M (+$2.6M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares29,514 from 30,457
Change-943 (-3%)
Value$2.7M (-$19.1K)
Filed 2026-11-02
HBK Sorce Advisory LLC
INCREASED
Shares27,269 from 27,118
Change+151 (+1%)
Value$2.4M (-$101.0K)
Filed 2026-11-06
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares24,521 from 25,041
Change-520 (-2%)
Value$2.2M (+$7.4K)
Filed 2026-10-22
Financial Advisory Corp
DECREASED
Shares23,768 from 24,420
Change-652 (-3%)
Value$2.2M (-$5.9K)
Filed 2026-10-14
MCF Advisors LLC
INCREASED
Shares23,392 from 22,998
Change+394 (+2%)
Value$2.1M (+$84.7K)
Filed 2026-10-28
Gradient Investments LLC
DECREASED
Shares20,045 from 20,316
Change-271 (-1%)
Value$1.8M (+$19.7K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares19,495 from 19,495
Change0 (0%)
Value$1.8M (+$42.5K)
Filed 2026-10-23
Hanson & Doremus Investment Management
INCREASED
Shares19,391 from 18,207
Change+1,184 (+7%)
Value$1.8M (+$147.0K)
Filed 2026-10-16
Trust Point Inc.
DECREASED
Shares16,353 from 24,096
Change-7,743 (-32%)
Value$1.5M (-$649.6K)
Filed 2026-10-27
Advisor OS, LLC
DECREASED
Shares16,106 from 16,836
Change-730 (-4%)
Value$1.5M (-$29.4K)
Filed 2026-11-03
First Hawaiian Bank
INCREASED
Shares14,843 from 9,720
Change+5,123 (+53%)
Value$1.3M (+$485.7K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,577 from 12,798
Change+779 (+6%)
Value$1.2M (+$98.0K)
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares12,257 from 12,257
Change0 (0%)
Value$1.1M (+$25.6K)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares11,840 from 11,840
Change0 (0%)
Value$1.1M (+$28.2K)
Filed 2026-10-22
Wespac Advisors SoCal, LLC
UNCHANGED
Shares11,662 from 11,662
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-13
Mission Wealth Management, LP
UNCHANGED
Shares11,660 from 11,660
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares11,389 from 11,388
Change+1 (+0%)
Value$1.0M (+$14.2K)
Filed 2026-11-04
Islay Capital Management, LLC
UNCHANGED
Shares11,300 from 11,300
Change0 (0%)
Value$1.0M (+$24.6K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares11,183 from 10,750
Change+433 (+4%)
Value$1.0M (+$62.8K)
Filed 2026-11-02
Cornerstone Management, Inc.
INCREASED
Shares10,950 from 8,252
Change+2,698 (+33%)
Value$992.9K (+$262.6K)
Filed 2026-10-16
AtlasMark Financial, Inc
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$952.1K (+$22.9K)
Filed 2026-10-13
Dana Investment Advisors, Inc.
INCREASED
Shares10,480 from 9,708
Change+772 (+8%)
Value$950.3K (+$91.2K)
Filed 2026-11-06
Cdkv Holdings LLC
DECREASED
Shares10,400 from 13,000
Change-2,600 (-20%)
Value$943.1K (-$207.4K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares9,200 from 8,780
Change+420 (+5%)
Value$834.3K (+$57.2K)
Filed 2026-11-03
Human Investing LLC
DECREASED
Shares8,643 from 9,399
Change-756 (-8%)
Value$783.8K (-$48.0K)
Filed 2026-10-19
Courier Capital LLC
DECREASED
Shares8,055 from 8,745
Change-690 (-8%)
Value$730.4K (-$43.5K)
Filed 2026-10-19
MBE Wealth Management, LLC
INCREASED
Shares8,028 from 8,012
Change+16 (+0%)
Value$728.0K (+$18.9K)
Filed 2026-10-26
McClarren Financial Advisors, Inc.
DECREASED
Shares7,659 from 8,196
Change-537 (-7%)
Value$694.5K (-$30.8K)
Filed 2026-10-15
Firestone Capital Management
DECREASED
Shares7,233 from 7,767
Change-534 (-7%)
Value$655.9K (-$31.4K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
INCREASED
Shares7,132 from 7,114
Change+18 (+0%)
Value$646.8K (+$17.2K)
Filed 2026-10-14
WIN Advisors, Inc
DECREASED
Shares6,898 from 6,961
Change-63 (-1%)
Value$625.5K (+$9.5K)
Filed 2026-11-06
Montecito Bank & Trust
UNCHANGED
Shares6,765 from 6,765
Change0 (0%)
Value$613.5K (+$14.7K)
Filed 2026-10-01
Venture Visionary Partners LLC
DECREASED
Shares6,709 from 7,859
Change-1,150 (-15%)
Value$608.4K (-$87.2K)
Filed 2026-10-07
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares6,599 from 6,599
Change0 (0%)
Value$598.4K (+$14.4K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares6,296 from 6,280
Change+16 (+0%)
Value$570.9K (+$15.1K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares6,281 from 6,460
Change-179 (-3%)
Value$569.5K (-$2.1K)
Filed 2026-10-08
Old National Bancorp
UNCHANGED
Shares6,136 from 6,136
Change0 (0%)
Value$556.4K (+$13.4K)
Filed 2026-10-20
Joseph Group Capital Management
DECREASED
Shares6,107 from 6,162
Change-55 (-1%)
Value$553.8K (+$8.4K)
Filed 2026-11-04
Lido Advisors, LLC
UNCHANGED
Shares6,029 from 6,029
Change0 (0%)
Value$546.7K (+$13.1K)
Filed 2026-11-04
Steph & Co
UNCHANGED
Shares5,816 from 5,816
Change0 (0%)
Value$527.4K (+$12.7K)
Filed 2026-10-07
First Financial Bank - Trust Division
INCREASED
Shares5,665 from 4,522
Change+1,143 (+25%)
Value$513.7K (+$113.5K)
Filed 2026-10-01
Convergence Financial, LLC
DECREASED
Shares5,551 from 10,116
Change-4,565 (-45%)
Value$503.4K (-$392.0K)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares5,038 from 5,038
Change0 (0%)
Value$456.8K (+$11.0K)
Filed 2026-10-05
Capital Planning LLC
UNCHANGED
Shares4,937 from 4,937
Change0 (0%)
Value$447.7K (+$9.4K)
Filed 2026-10-09
Journey Beyond Wealth, LLC
DECREASED
Shares4,935 from 5,029
Change-94 (-2%)
Value$447.5K (+$2.4K)
Filed 2026-11-04
eCIO, Inc.
DECREASED
Shares4,770 from 4,948
Change-178 (-4%)
Value$442.2K (+$4.3K)
Filed 2026-11-02
Community Financial Services Group, LLC
INCREASED
Shares4,759 from 4,456
Change+303 (+7%)
Value$432.3K (+$37.6K)
Filed 2026-10-15
Sterling Investment Counsel, LLC
UNCHANGED
Shares4,729 from 4,729
Change0 (0%)
Value$428.8K (+$10.3K)
Filed 2026-10-19
Independence Bank of Kentucky
UNCHANGED
Shares4,490 from 4,490
Change0 (0%)
Value$407.2K (+$9.8K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares4,325 from 4,725
Change-400 (-8%)
Value$392.0K (-$26.0K)
Filed 2026-11-05
Sellwood Investment Partners LLC
DECREASED
Shares4,318 from 5,430
Change-1,112 (-20%)
Value$391.6K (-$89.0K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares3,871 from 2,771
Change+1,100 (+40%)
Value$351.0K (+$105.8K)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,860 from 3,860
Change0 (0%)
Value$350.0K (+$8.4K)
Filed 2026-10-27
Carlson Financial, Inc.
DECREASED
Shares3,837 from 3,913
Change-76 (-2%)
Value$348.0K (+$1.7K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
INCREASED
Shares3,704 from 3,216
Change+488 (+15%)
Value$335.9K (+$51.3K)
Filed 2026-10-14
Jacobi Capital Management LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$335.5K (+$8.1K)
Filed 2026-11-05
Natural Investments, LLC
INCREASED
Shares3,571 from 3,560
Change+11 (+0%)
Value$323.8K (+$8.8K)
Filed 2026-11-06
UMB Bank, n.a.
INCREASED
Shares3,510 from 3,503
Change+7 (+0%)
Value$318.3K (+$8.3K)
Filed 2026-11-06
GEM Asset Management, LLC
INCREASED
Shares3,477 from 3,469
Change+8 (+0%)
Value$315.3K (+$8.4K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares3,124 from 3,122
Change+2 (+0%)
Value$283.3K (+$7.0K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares3,106 from 3,157
Change-51 (-2%)
Value$281.7K (+$2.3K)
Filed 2026-10-15
Swmg, LLC
DECREASED
Shares3,106 from 3,157
Change-51 (-2%)
Value$282.5K (-$281)
Filed 2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares3,087 from 3,087
Change0 (0%)
Value$280.3K (+$9.2K)
Filed 2026-10-29
Wesbanco Bank Inc
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$270.7K (+$6.5K)
Filed 2026-11-04
True Link Financial Advisors, LLC
INCREASED
Shares2,901 from 2,874
Change+27 (+1%)
Value$263.1K (+$8.7K)
Filed 2026-10-27
Pittenger & Anderson Inc
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$251.2K (+$6.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares2,730
Change+2,730
Value$251.2K
Filed 2026-10-13
James T. Borello RIA
INCREASED
Shares2,610 from 2,606
Change+4 (+0%)
Value$236.7K (+$6.0K)
Filed 2026-10-16
Mutual of America Capital Management LLC
DECREASED
Shares2,532 from 3,241
Change-709 (-22%)
Value$227.9K (-$56.7K)
Filed 2026-10-23
Calamos Wealth Management LLC
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$226.3K (+$5.4K)
Filed 2026-11-02
WBH Advisory Inc
UNCHANGED
Shares2,437 from 2,437
Change0 (0%)
Value$221.0K (+$5.3K)
Filed 2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares2,410 from 2,910
Change-500 (-17%)
Value$218.5K (-$39.0K)
Filed 2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares2,388 from 2,388
Change0 (0%)
Value$216.5K (+$5.2K)
Filed 2026-10-28
Voisard Asset Management Group, Inc.
DECREASED
Shares2,312 from 2,389
Change-77 (-3%)
Value$209.7K (-$1.8K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares2,228 from 2,504
Change-276 (-11%)
Value$202.0K (-$20.3K)
Filed 2026-10-22
Aspect Partners, LLC
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$182.7K (+$4.4K)
Filed 2026-10-20
Financial Consulate, Inc
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$179.3K (+$4.3K)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares1,794 from 2,000
Change-206 (-10%)
Value$162.7K (-$14.3K)
Filed 2026-11-06
GoalVest Advisory LLC
INCREASED
Shares1,350 from 50
Change+1,300 (+2600%)
Value$122.4K (+$118.0K)
Filed 2026-10-02
EverSource Wealth Advisors, LLC
DECREASED
Shares1,111 from 1,987
Change-876 (-44%)
Value$100.7K (-$75.1K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares636 from 545
Change+91 (+17%)
Value$57.7K (+$9.4K)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$55.8K (+$1.3K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$49.9K (+$1.2K)
Filed 2026-10-05
Assetmark, Inc
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$37.9K (+$911)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$37.2K (+$894)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares338 from 369
Change-31 (-8%)
Value$30.6K (-$2.1K)
Filed 2026-10-07
IFP Advisors, Inc
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$29.7K (+$712)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
NEW
Shares177
Change+177
Value$16.1K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.6K (+$327)
Filed 2026-11-02
Mosley Wealth Management
NEW
Shares100
Change+100
Value$9.2K
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares36
Change+36
Value$3.3K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares22
Change+22
Value$2.0K
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.5K (+$39)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares1
Change+1
Value$0
Filed 2026-10-14
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-09
Coastline Trust Co
CLOSED
Shares0 from 2,473
Change-2,473 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-01
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 2,453
Change-2,453 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-19
TrustWell Financial Advisors, LLC
CLOSED
Shares0 from 2,269
Change-2,269 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$58.4K)
Filed 2026-11-02
Avion Wealth
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$52)
Filed 2026-11-04
Citigroup Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-04
Signaturefd, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$85)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 537,387
Change-537,387 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 465,612
Change-465,612 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 207,035
Change-207,035 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 164,446
Change-164,446 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 121,008
Change-121,008 (-100%)
Value—
Commerce Bank
N/A
Shares— from 120,135
Change-120,135 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 110,886
Change-110,886 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 110,112
Change-110,112 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 97,427
Change-97,427 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74,275
Change-74,275 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 73,363
Change-73,363 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 67,681
Change-67,681 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 65,002
Change-65,002 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 62,606
Change-62,606 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 62,338
Change-62,338 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 51,501
Change-51,501 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 47,786
Change-47,786 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 46,912
Change-46,912 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 46,566
Change-46,566 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 45,647
Change-45,647 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 45,597
Change-45,597 (-100%)
Value—
UBS Group AG
N/A
Shares— from 44,894
Change-44,894 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 35,132
Change-35,132 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 34,548
Change-34,548 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 32,914
Change-32,914 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,676
Change-31,676 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 30,257
Change-30,257 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,246
Change-29,246 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 28,931
Change-28,931 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 28,617
Change-28,617 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 25,743
Change-25,743 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,147
Change-23,147 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 23,030
Change-23,030 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 22,041
Change-22,041 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 20,523
Change-20,523 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,828
Change-19,828 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 19,523
Change-19,523 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 17,713
Change-17,713 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,762
Change-16,762 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,504
Change-15,504 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,301
Change-13,301 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 12,630
Change-12,630 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 11,866
Change-11,866 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,042
Change-11,042 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,211
Change-10,211 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,282
Change-8,282 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,401
Change-6,401 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
&partners
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 602
Change-602 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 431
Change-431 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Motco
N/A
Shares— from 315
Change-315 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Status
Fund Evaluation Group, LLC
DECREASED960,755976,483-15,728-2%$86.4M$87.1M+$702.5K2026-11-05
Central Trust Co
DECREASED468,028532,259-64,231-12%$47.1M$42.4M-$4.7M2026-11-05
Truist Financial Corp
DECREASED333,276335,770-2,494-1%$29.7M$30.2M+$505.8K2026-10-30
BCM Advisors, LLC
DECREASED218,258229,489-11,231-5%$20.1M$19.6M-$529.9K2026-11-03
LPL Financial LLC
INCREASED191,392174,006+17,386+10%$15.4M$17.4M+$2.0M2026-11-06
Fort Washington Investment Advisors Inc
DECREASED149,735150,823-1,088-1%$13.3M$13.6M+$230.1K2026-10-15
Fifth Third Bancorp
DECREASED89,69391,725-2,032-2%$8.1M$8.1M+$15.7K2026-11-05
Allworth Financial LP
INCREASED88,02783,032+4,995+6%$7.3M$7.8M+$442.0K2026-11-06
Security Financial Services, Inc.
INCREASED82,4018,481+73,920+872%$750.6K$7.5M+$6.7M2026-10-29
First Bank & Trust
DECREASED65,83473,966-8,132-11%$6.5M$6.0M-$576.2K2026-10-19
Dagco, Inc.
UNCHANGED65,00065,00000%$5.8M$5.9M+$141.7K2026-10-20
Savant Capital, LLC
INCREASED61,28860,537+751+1%$5.4M$5.6M+$197.7K2026-11-06
Keybank National Association
INCREASED50,08647,980+2,106+4%$4.2M$4.5M+$295.6K2026-11-04
Creative Planning
INCREASED42,83739,841+2,996+8%$3.5M$3.9M+$358.5K2026-11-02
Trust Co of Toledo NA
UNCHANGED38,46238,46200%$3.4M$3.5M+$83.8K2026-10-16
Clifford Swan Investment Counsel LLC
UNCHANGED34,70634,70600%$3.1M$3.1M+$75.7K2026-11-05
Amarillo National Bank
DECREASED32,73233,419-687-2%$3.0M$3.0M+$10.6K2026-10-23
Great Lakes Advisors, LLC
INCREASED31,6722,600+29,072+1118%$230.1K$2.9M+$2.6M2026-11-06
Commonwealth Equity Services, LLC
DECREASED29,51430,457-943-3%$2.7M$2.7M-$19.1K2026-11-02
HBK Sorce Advisory LLC
INCREASED27,26927,118+151+1%$2.5M$2.4M-$101.0K2026-11-06
Stonehaven Wealth & TAX Solutions, LLC
DECREASED24,52125,041-520-2%$2.2M$2.2M+$7.4K2026-10-22
Financial Advisory Corp
DECREASED23,76824,420-652-3%$2.2M$2.2M-$5.9K2026-10-14
MCF Advisors LLC
INCREASED23,39222,998+394+2%$2.0M$2.1M+$84.7K2026-10-28
Gradient Investments LLC
DECREASED20,04520,316-271-1%$1.8M$1.8M+$19.7K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED19,49519,49500%$1.7M$1.8M+$42.5K2026-10-23
Hanson & Doremus Investment Management
INCREASED19,39118,207+1,184+7%$1.6M$1.8M+$147.0K2026-10-16
Trust Point Inc.
DECREASED16,35324,096-7,743-32%$2.1M$1.5M-$649.6K2026-10-27
Advisor OS, LLC
DECREASED16,10616,836-730-4%$1.5M$1.5M-$29.4K2026-11-03
First Hawaiian Bank
INCREASED14,8439,720+5,123+53%$860.2K$1.3M+$485.7K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED13,57712,798+779+6%$1.1M$1.2M+$98.0K2026-11-02
Oakworth Capital, Inc.
UNCHANGED12,25712,25700%$1.1M$1.1M+$25.6K2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED11,84011,84000%$1.0M$1.1M+$28.2K2026-10-22
Wespac Advisors SoCal, LLC
UNCHANGED11,66211,66200%$1.0M$1.1M+$25.4K2026-10-13
Mission Wealth Management, LP
UNCHANGED11,66011,66000%$1.0M$1.1M+$25.4K2026-10-15
Prospera Financial Services Inc
INCREASED11,38911,388+1+0%$1.0M$1.0M+$14.2K2026-11-04
Islay Capital Management, LLC
UNCHANGED11,30011,30000%$1.0M$1.0M+$24.6K2026-10-20
Kestra Advisory Services, LLC
INCREASED11,18310,750+433+4%$951.3K$1.0M+$62.8K2026-11-02
Cornerstone Management, Inc.
INCREASED10,9508,252+2,698+33%$730.3K$992.9K+$262.6K2026-10-16
AtlasMark Financial, Inc
UNCHANGED10,50010,50000%$929.3K$952.1K+$22.9K2026-10-13
Dana Investment Advisors, Inc.
INCREASED10,4809,708+772+8%$859.2K$950.3K+$91.2K2026-11-06
Cdkv Holdings LLC
DECREASED10,40013,000-2,600-20%$1.2M$943.1K-$207.4K2026-10-28
RFG Advisory, LLC
INCREASED9,2008,780+420+5%$777.1K$834.3K+$57.2K2026-11-03
Human Investing LLC
DECREASED8,6439,399-756-8%$831.8K$783.8K-$48.0K2026-10-19
Courier Capital LLC
DECREASED8,0558,745-690-8%$773.9K$730.4K-$43.5K2026-10-19
MBE Wealth Management, LLC
INCREASED8,0288,012+16+0%$709.1K$728.0K+$18.9K2026-10-26
McClarren Financial Advisors, Inc.
DECREASED7,6598,196-537-7%$725.3K$694.5K-$30.8K2026-10-15
Firestone Capital Management
DECREASED7,2337,767-534-7%$687.4K$655.9K-$31.4K2026-11-03
Firethorn Wealth Partners, LLC
INCREASED7,1327,114+18+0%$629.6K$646.8K+$17.2K2026-10-14
WIN Advisors, Inc
DECREASED6,8986,961-63-1%$616.0K$625.5K+$9.5K2026-11-06
Montecito Bank & Trust
UNCHANGED6,7656,76500%$598.7K$613.5K+$14.7K2026-10-01
Venture Visionary Partners LLC
DECREASED6,7097,859-1,150-15%$695.5K$608.4K-$87.2K2026-10-07
Founders Grove Wealth Partners, LLC
UNCHANGED6,5996,59900%$584.0K$598.4K+$14.4K2026-10-16
Koshinski Asset Management, Inc.
INCREASED6,2966,280+16+0%$555.7K$570.9K+$15.1K2026-10-29
Farther Finance Advisors, LLC
DECREASED6,2816,460-179-3%$571.7K$569.5K-$2.1K2026-10-08
Old National Bancorp
UNCHANGED6,1366,13600%$543.0K$556.4K+$13.4K2026-10-20
Joseph Group Capital Management
DECREASED6,1076,162-55-1%$545.3K$553.8K+$8.4K2026-11-04
Lido Advisors, LLC
UNCHANGED6,0296,02900%$533.6K$546.7K+$13.1K2026-11-04
Steph & Co
UNCHANGED5,8165,81600%$514.7K$527.4K+$12.7K2026-10-07
First Financial Bank - Trust Division
INCREASED5,6654,522+1,143+25%$400.2K$513.7K+$113.5K2026-10-01
Convergence Financial, LLC
DECREASED5,55110,116-4,565-45%$895.3K$503.4K-$392.0K2026-10-27
Tompkins Financial Corp
UNCHANGED5,0385,03800%$445.9K$456.8K+$11.0K2026-10-05
Capital Planning LLC
UNCHANGED4,9374,93700%$438.3K$447.7K+$9.4K2026-10-09
Journey Beyond Wealth, LLC
DECREASED4,9355,029-94-2%$445.1K$447.5K+$2.4K2026-11-04
eCIO, Inc.
DECREASED4,7704,948-178-4%$437.9K$442.2K+$4.3K2026-11-02
Community Financial Services Group, LLC
INCREASED4,7594,456+303+7%$394.8K$432.3K+$37.6K2026-10-15
Sterling Investment Counsel, LLC
UNCHANGED4,7294,72900%$418.5K$428.8K+$10.3K2026-10-19
Independence Bank of Kentucky
UNCHANGED4,4904,49000%$397.4K$407.2K+$9.8K2026-10-26
Thrivent Financial for Lutherans
DECREASED4,3254,725-400-8%$418.0K$392.0K-$26.0K2026-11-05
Sellwood Investment Partners LLC
DECREASED4,3185,430-1,112-20%$480.6K$391.6K-$89.0K2026-11-03
Secure Asset Management, LLC
INCREASED3,8712,771+1,100+40%$245.2K$351.0K+$105.8K2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED3,8603,86000%$341.6K$350.0K+$8.4K2026-10-27
Carlson Financial, Inc.
DECREASED3,8373,913-76-2%$346.3K$348.0K+$1.7K2026-11-05
Alliance Wealth Advisors, LLC
INCREASED3,7043,216+488+15%$284.6K$335.9K+$51.3K2026-10-14
Jacobi Capital Management LLC
UNCHANGED3,7003,70000%$327.5K$335.5K+$8.1K2026-11-05
Natural Investments, LLC
INCREASED3,5713,560+11+0%$315.0K$323.8K+$8.8K2026-11-06
UMB Bank, n.a.
INCREASED3,5103,503+7+0%$310.0K$318.3K+$8.3K2026-11-06
GEM Asset Management, LLC
INCREASED3,4773,469+8+0%$307.0K$315.3K+$8.4K2026-10-13
1900 Wealth Management LLC
INCREASED3,1243,122+2+0%$276.3K$283.3K+$7.0K2026-10-13
Atria Investments, Inc
DECREASED3,1063,157-51-2%$279.4K$281.7K+$2.3K2026-10-15
Swmg, LLC
DECREASED3,1063,157-51-2%$282.7K$282.5K-$2812026-10-23
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED3,0873,08700%$271.1K$280.3K+$9.2K2026-10-29
Wesbanco Bank Inc
UNCHANGED2,9852,98500%$264.2K$270.7K+$6.5K2026-11-04
True Link Financial Advisors, LLC
INCREASED2,9012,874+27+1%$254.3K$263.1K+$8.7K2026-10-27
Pittenger & Anderson Inc
UNCHANGED2,7702,77000%$245.1K$251.2K+$6.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW2,730—+2,730——$251.2K—2026-10-13
James T. Borello RIA
INCREASED2,6102,606+4+0%$230.6K$236.7K+$6.0K2026-10-16
Mutual of America Capital Management LLC
DECREASED2,5323,241-709-22%$284.7K$227.9K-$56.7K2026-10-23
Calamos Wealth Management LLC
UNCHANGED2,4962,49600%$220.9K$226.3K+$5.4K2026-11-02
WBH Advisory Inc
UNCHANGED2,4372,43700%$215.7K$221.0K+$5.3K2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
DECREASED2,4102,910-500-17%$257.5K$218.5K-$39.0K2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED2,3882,38800%$211.3K$216.5K+$5.2K2026-10-28
Voisard Asset Management Group, Inc.
DECREASED2,3122,389-77-3%$211.4K$209.7K-$1.8K2026-10-13
RMR Wealth Builders
DECREASED2,2282,504-276-11%$222.3K$202.0K-$20.3K2026-10-22
Aspect Partners, LLC
UNCHANGED2,0152,01500%$178.3K$182.7K+$4.4K2026-10-20
Financial Consulate, Inc
UNCHANGED1,9771,97700%$175.0K$179.3K+$4.3K2026-10-23
Clearstead Advisors, LLC
DECREASED1,7942,000-206-10%$177.0K$162.7K-$14.3K2026-11-06
GoalVest Advisory LLC
INCREASED1,35050+1,300+2600%$4.4K$122.4K+$118.0K2026-10-02
EverSource Wealth Advisors, LLC
DECREASED1,1111,987-876-44%$175.9K$100.7K-$75.1K2026-11-04
PNC Financial Services Group, Inc.
INCREASED636545+91+17%$48.2K$57.7K+$9.4K2026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED61561500%$54.4K$55.8K+$1.3K2026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED55055000%$48.7K$49.9K+$1.2K2026-10-05
Assetmark, Inc
UNCHANGED41841800%$37.0K$37.9K+$9112026-10-21
US Bancorp \de\
UNCHANGED41041000%$36.3K$37.2K+$8942026-11-05
Elevation Wealth Partners, LLC
DECREASED338369-31-8%$32.7K$30.6K-$2.1K2026-10-07
IFP Advisors, Inc
UNCHANGED32732700%$28.9K$29.7K+$7122026-10-16
Foresight Capital Management Advisors, Inc.
NEW177—+177——$16.1K—2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED15015000%$13.3K$13.6K+$3272026-11-02
Mosley Wealth Management
NEW100—+100——$9.2K—2026-10-16
Simplex Trading, LLC
NEW36—+36——$3.3K—2026-11-04
Root Financial Partners, LLC
NEW22—+22——$2.0K—2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED161600%$1.4K$1.5K+$392026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW1—+1——$0—2026-10-14
Harpswell Capital Advisors, LLC
CLOSED020,000-20,000-100%$1.8M$0-$1.8M2026-10-09
Coastline Trust Co
CLOSED02,473-2,473-100%$218.9K$0-$218.9K2026-10-01
Acorn Wealth Advisors, LLC
CLOSED02,453-2,453-100%$217.1K$0-$217.1K2026-10-19
TrustWell Financial Advisors, LLC
CLOSED02,269-2,269-100%$200.8K$0-$200.8K2026-10-15
International Assets Investment Management, LLC
CLOSED0659-659-100%$58.4K$0-$58.4K2026-11-02
Avion Wealth
CLOSED0598-598-100%$52$0-$522026-11-04
Citigroup Inc
CLOSED035-35-100%$3.1K$0-$3.1K2026-11-04
Signaturefd, LLC
CLOSED01-1-100%$85$0-$852026-10-23
Morgan Stanley
N/A—537,387-537,387-100%$47.6M———
Bank of America Corp
N/A—465,612-465,612-100%$41.2M———
Choate Investment Advisors
N/A—207,035-207,035-100%$18.3M———
Wells Fargo & Company
N/A—164,446-164,446-100%$14.6M———
Common Fund for Nonprofit Organizations
N/A—121,008-121,008-100%$10.7M———
Commerce Bank
N/A—120,135-120,135-100%$10.6M———
Brown Brothers Harriman & Co
N/A—110,886-110,886-100%$9.8M———
Ameriprise Financial Inc
N/A—110,112-110,112-100%$9.7M———
Sound View Wealth Advisors Group, LLC
N/A—97,427-97,427-100%$8.6M———
Northwestern Mutual Wealth Management Co
N/A—74,275-74,275-100%$6.6M———
Royal Bank of Canada
N/A—73,363-73,363-100%$6.5M———
First National Bank of Omaha
N/A—67,681-67,681-100%$5.9M———
Baird Financial Group, Inc.
N/A—65,002-65,002-100%$5.8M———
Raymond James Financial Inc
N/A—62,606-62,606-100%$5.5M———
Cerity Partners LLC
N/A—62,338-62,338-100%$5.5M———
SEI Investments Co
N/A—51,501-51,501-100%$4.6M———
Envestnet Asset Management Inc
N/A—47,786-47,786-100%$4.2M———
Jones Financial Companies Lllp
N/A—46,912-46,912-100%$4.1M———
Aristotle Capital Management, LLC
N/A—46,566-46,566-100%$4.1M———
Chevy Chase Trust Holdings, LLC
N/A—45,647-45,647-100%$4.0M———
Mariner, LLC
N/A—45,597-45,597-100%$4.0M———
UBS Group AG
N/A—44,894-44,894-100%$4.0M———
Northwest Bancshares, Inc.
N/A—35,132-35,132-100%$3.1M———
MML Investors Services, LLC
N/A—34,548-34,548-100%$3.1M———
Signet Private Wealth LLC
N/A—32,914-32,914-100%$2.9M———
Susquehanna International Group, LLP
N/A—31,676-31,676-100%$2.8M———
Hirtle & Co., LLC
N/A—30,257-30,257-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—29,246-29,246-100%$2.6M———
Bradley Foster & Sargent Inc
N/A—28,931-28,931-100%$2.6M———
Atlanta Consulting Group Advisors, LLC
N/A—28,617-28,617-100%$2.5M———
Brown Advisory Inc
N/A—25,743-25,743-100%$2.3M———
HighTower Advisors, LLC
N/A—23,147-23,147-100%$2.0M———
Johnson Financial Group, Inc.
N/A—23,030-23,030-100%$2.0M———
Koss-Olinger Consulting, LLC
N/A—22,041-22,041-100%$2.0M———
Curi Capital, LLC
N/A—20,523-20,523-100%$1.8M———
Bravera Wealth
N/A—19,900-19,900-100%$1.8M———
Mercer Global Advisors Inc
N/A—19,828-19,828-100%$1.8M———
Argent Trust Co
N/A—19,523-19,523-100%$1.7M———
PlanVest Financial, Inc
N/A—17,713-17,713-100%$1.6M———
Osaic Holdings, Inc.
N/A—16,850-16,850-100%$1.5M———
Stifel Financial Corp
N/A—16,762-16,762-100%$1.5M———
Private Advisor Group, LLC
N/A—15,504-15,504-100%$1.4M———
Alesco Advisors, LLC, An ESL Co
N/A—15,232-15,232-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—13,301-13,301-100%$1.2M———
Silvercrest Asset Management Group LLC
N/A—12,630-12,630-100%$1.1M———
Polen Capital Management LLC
N/A—11,866-11,866-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—11,042-11,042-100%$977.2K———
South Plains Financial, Inc.
N/A—10,500-10,500-100%$929.3K———
Cetera Investment Advisers
N/A—10,387-10,387-100%$919.3K———
Northern Trust Corp
N/A—10,211-10,211-100%$903.7K———
Widmann Financial Services, Inc.
N/A—9,315-9,315-100%$824.4K———
FMR LLC
N/A—8,282-8,282-100%$733.0K———
AE Wealth Management LLC
N/A—8,210-8,210-100%$726.6K———
Carter Financial, LLC
N/A—7,593-7,593-100%$671.9K———
CIBC Bancorp USA Inc.
N/A—7,531-7,531-100%$666.5K———
Financial Engines Advisors L.L.C.
N/A—7,108-7,108-100%$629.1K———
MJP Associates Inc
N/A—6,923-6,923-100%$612.6K———
Nicolet Bankshares Inc
N/A—6,668-6,668-100%$590.1K———
Integrated Wealth Concepts LLC
N/A—6,401-6,401-100%$566.4K———
IHT Wealth Management, LLC
N/A—6,293-6,293-100%$556.9K———
Smith, Moore & Co.
N/A—6,163-6,163-100%$545.5K———
NewEdge Wealth, LLC
N/A—5,500-5,500-100%$486.8K———
Disciplined Investments, LLC
N/A—5,499-5,499-100%$486.7K———
Moneta Group Investment Advisors LLC
N/A—5,338-5,338-100%$472.4K———
Foundations Investment Advisors, LLC
N/A—5,313-5,313-100%$470.2K———
NewEdge Advisors, LLC
N/A—5,187-5,187-100%$459.0K———
Waverly Advisors, LLC
N/A—5,170-5,170-100%$457.5K———
Heritage Trust Co
N/A—5,000-5,000-100%$442.5K———
Spartan Wealth Advisory Services LLC
N/A—4,724-4,724-100%$418.1K———
Ameritas Advisory Services, LLC
N/A—4,545-4,545-100%$402.2K———
Webster Bank, N. A.
N/A—4,425-4,425-100%$391.6K———
Stratos Wealth Partners, Ltd.
N/A—4,107-4,107-100%$363.5K———
Bridges Investment Management Inc
N/A—4,070-4,070-100%$360.2K———
Tower Research Capital LLC (TRC)
N/A—3,667-3,667-100%$324.5K———
Star Financial Bank
N/A—3,647-3,647-100%$322.8K———
Manning & Napier Advisors LLC
N/A—3,646-3,646-100%$320.2K———
Becker Capital Management Inc
N/A—3,355-3,355-100%$297.9K———
Jane Street Group, LLC
N/A—3,138-3,138-100%$277.7K———
GTS Securities LLC
N/A—3,088-3,088-100%$273.3K———
Barnes Wealth Management Group, Inc
N/A—3,054-3,054-100%$270.3K———
Equitable Holdings, Inc.
N/A—2,982-2,982-100%$263.9K———
Naviter Wealth, LLC
N/A—2,978-2,978-100%$264.4K———
Johnson Investment Counsel Inc
N/A—2,851-2,851-100%$252.3K———
XTX Topco Ltd
N/A—2,800-2,800-100%$247.8K———
Snowden Capital Advisors LLC
N/A—2,800-2,800-100%$248.6K———
Banco Santander, S.A.
N/A—2,736-2,736-100%$242.1K———
Advisory Services Network, LLC
N/A—2,730-2,730-100%$241.6K———
Planning Alternatives LTD
N/A—2,554-2,554-100%$226.0K———
Independent Advisor Alliance
N/A—2,527-2,527-100%$223.6K———
&partners
N/A—2,479-2,479-100%$219.4K———
PFG Investments, LLC
N/A—2,325-2,325-100%$205.8K———
Harbour Investments, Inc.
N/A—1,256-1,256-100%$111.2K———
Glen Eagle Advisors, LLC
N/A—1,031-1,031-100%$91.2K———
Ameritas Investment Partners, Inc.
N/A—602-602-100%$53.3K———
JPMorgan Chase & Co
N/A—431-431-100%$37.9K———
N.E.W. Advisory Services LLC
N/A—421-421-100%$37.3K———
Motco
N/A—315-315-100%$27.9K———
Aptus Capital Advisors, LLC
N/A—313-313-100%$27.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—204-204-100%$18.0K———
BFC Planning, Inc.
N/A—204-204-100%$18.0K———
Bartlett & Co. Wealth Management LLC
N/A—90-90-100%$8.0K———
Showing 221 of 221 institutions