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Globus Medical Inc (GMED)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares3,007,442 from 2,369,310
Change+638,132 (+27%)
Value$225.3M (+$38.0M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares2,880,843 from 520,363
Change+2,360,480 (+454%)
Value$215.8M (+$174.7M)
Filed 2026-10-27
Geode Capital Management, LLC
DECREASED
Shares2,132,827 from 2,153,014
Change-20,187 (-1%)
Value$159.8M (-$10.4M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,797,215 from 1,571,681
Change+225,534 (+14%)
Value$133.7M (+$14.3M)
Filed 2026-11-04
Boston Trust Walden Corp
INCREASED
Shares1,643,143 from 1,573,361
Change+69,782 (+4%)
Value$123.1M (-$1.2M)
Filed 2026-10-30
William Blair Investment Management, LLC
INCREASED
Shares1,447,365 from 1,284,896
Change+162,469 (+13%)
Value$108.4M (+$6.9M)
Filed 2026-11-06
Antipodes Partners Ltd
INCREASED
Shares931,430 from 905,984
Change+25,446 (+3%)
Value$69.8M (-$1.8M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares757,709 from 775,328
Change-17,619 (-2%)
Value$56.8M (-$4.5M)
Filed 2026-11-05
Anchor Capital Advisors LLC
DECREASED
Shares629,155 from 648,338
Change-19,183 (-3%)
Value$47.1M (-$4.1M)
Filed 2026-11-05
Artemis Investment Management LLP
DECREASED
Shares541,840 from 573,420
Change-31,580 (-6%)
Value$40.6M (-$4.7M)
Filed 2026-10-08
Paradice Investment Management LLC
DECREASED
Shares493,588 from 493,906
Change-318 (0%)
Value$37.0M (-$2.1M)
Filed 2026-10-19
Fort Washington Investment Advisors Inc
INCREASED
Shares451,403 from 424,876
Change+26,527 (+6%)
Value$33.8M (+$240.6K)
Filed 2026-10-15
Pembroke Management, LTD
INCREASED
Shares419,566 from 398,860
Change+20,706 (+5%)
Value$31.4M (-$88.4K)
Filed 2026-10-21
Congress Asset Management Co
INCREASED
Shares361,026 from 338,625
Change+22,401 (+7%)
Value$27.0M (+$286.1K)
Filed 2026-10-06
Exchange Traded Concepts, LLC
INCREASED
Shares355,364 from 345,454
Change+9,910 (+3%)
Value$26.6M (-$677.6K)
Filed 2026-10-28
Terril Brothers, Inc.
INCREASED
Shares322,110 from 321,520
Change+590 (+0%)
Value$24.1M (-$1.3M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares315,280 from 192,805
Change+122,475 (+64%)
Value$23.6M (+$8.4M)
Filed 2026-11-06
Lightrock Netherlands B.V.
INCREASED
Shares273,835 from 207,151
Change+66,684 (+32%)
Value$20.5M (+$4.1M)
Filed 2026-11-06
Retirement Systems of Alabama
DECREASED
Shares261,791 from 263,642
Change-1,851 (-1%)
Value$19.6M (-$1.2M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares256,826 from 257,256
Change-430 (0%)
Value$19.2M (-$1.1M)
Filed 2026-11-02
Kathmere Capital Management, LLC
DECREASED
Shares255,730 from 271,497
Change-15,767 (-6%)
Value$19.2M (-$2.3M)
Filed 2026-10-20
Nicholas Company, Inc.
DECREASED
Shares225,419 from 249,329
Change-23,910 (-10%)
Value$16.9M (-$2.8M)
Filed 2026-11-05
Leeward Investments, LLC - MA
DECREASED
Shares154,919 from 164,327
Change-9,408 (-6%)
Value$11.6M (-$1.4M)
Filed 2026-10-23
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares144,023 from 144,023
Change0 (0%)
Value$10.8M (-$591.9K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares143,614 from 33,012
Change+110,602 (+335%)
Value$10.8M (+$8.1M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares142,369 from 59,533
Change+82,836 (+139%)
Value$10.7M (+$6.0M)
Filed 2026-11-06
Bridge City Capital, LLC
INCREASED
Shares114,433 from 94,939
Change+19,494 (+21%)
Value$8.6M (+$1.1M)
Filed 2026-10-29
Covea Finance
INCREASED
Shares105,000 from 97,900
Change+7,100 (+7%)
Value$7.9M (+$129.4K)
Filed 2026-10-21
New York State Teachers Retirement System
DECREASED
Shares100,935 from 102,208
Change-1,273 (-1%)
Value$7.6M (-$515.0K)
Filed 2026-10-22
Guinness Asset Management LTD
NEW
Shares88,216
Change+88,216
Value$6.6M
Filed 2026-11-05
Strs Ohio
DECREASED
Shares87,600 from 111,580
Change-23,980 (-21%)
Value$6.6M (-$2.3M)
Filed 2026-10-30
Amundi
INCREASED
Shares87,252 from 66,382
Change+20,870 (+31%)
Value$6.5M (+$1.3M)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares77,423 from 78,400
Change-977 (-1%)
Value$5.8M (-$424.3K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares74,816 from 68,921
Change+5,895 (+9%)
Value$5.6M (+$158.0K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
INCREASED
Shares73,173 from 58,761
Change+14,412 (+25%)
Value$5.5M (+$838.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares71,764 from 40,563
Change+31,201 (+77%)
Value$4.1M (+$1.9M)
Filed 2026-10-13
KBC Group NV
DECREASED
Shares69,924 from 72,702
Change-2,778 (-4%)
Value$5.2M (-$507.0K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares68,989 from 58,702
Change+10,287 (+18%)
Value$5.2M (+$529.2K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares67,038 from 72,164
Change-5,126 (-7%)
Value$5.0M (-$680.6K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares63,365 from 41,333
Change+22,032 (+53%)
Value$4.7M (+$1.5M)
Filed 2026-10-30
Cambiar Investors LLC
DECREASED
Shares61,046 from 62,836
Change-1,790 (-3%)
Value$4.6M (-$392.3K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
INCREASED
Shares54,598 from 45,006
Change+9,592 (+21%)
Value$4.1M (+$533.5K)
Filed 2026-10-22
Hussman Strategic Advisors, Inc.
INCREASED
Shares52,500 from 42,000
Change+10,500 (+25%)
Value$3.9M (+$613.8K)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares51,159 from 51,334
Change-175 (0%)
Value$3.8M (-$224.0K)
Filed 2026-10-23
Essex Investment Management Co LLC
DECREASED
Shares49,303 from 49,677
Change-374 (-1%)
Value$3.7M (-$232.2K)
Filed 2026-10-19
Oliver Luxxe Assets LLC
INCREASED
Shares45,088 from 42,576
Change+2,512 (+6%)
Value$3.4M (+$13.2K)
Filed 2026-10-14
Inspire Investing, LLC
INCREASED
Shares41,600 from 7,366
Change+34,234 (+465%)
Value$3.1M (+$2.5M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares40,758 from 42,054
Change-1,296 (-3%)
Value$3.1M (-$269.9K)
Filed 2026-10-23
Moran Wealth Management, LLC
NEW
Shares38,439
Change+38,439
Value$2.9M
Filed 2026-10-22
State of New Jersey Common Pension Fund D
UNCHANGED
Shares36,921 from 36,921
Change0 (0%)
Value$2.8M (-$151.7K)
Filed 2026-11-05
Virginia Retirement Systems ET Al
INCREASED
Shares35,510 from 23,510
Change+12,000 (+51%)
Value$2.7M (+$802.2K)
Filed 2026-10-28
Louisiana State Employees Retirement System
UNCHANGED
Shares33,200 from 33,200
Change0 (0%)
Value$2.5M (-$136.5K)
Filed 2026-10-20
Deutsche Bank Ag\
INCREASED
Shares32,519 from 32,190
Change+329 (+1%)
Value$2.4M (-$107.7K)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares31,890 from 31,077
Change+813 (+3%)
Value$2.4M (-$66.8K)
Filed 2026-11-03
Leibman Financial Services, Inc.
NEW
Shares31,650
Change+31,650
Value$2.4M
Filed 2026-10-13
Radnor Capital Management, LLC
DECREASED
Shares31,120 from 32,100
Change-980 (-3%)
Value$2.3M (-$205.3K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares30,114 from 30,988
Change-874 (-3%)
Value$2.3M (-$192.8K)
Filed 2026-10-27
Yousif Capital Management, LLC
DECREASED
Shares29,962 from 31,971
Change-2,009 (-6%)
Value$2.2M (-$281.9K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares29,688 from 32,700
Change-3,012 (-9%)
Value$2.2M (-$360.0K)
Filed 2026-11-04
Compass Ion Advisors, LLC
UNCHANGED
Shares28,406 from 28,406
Change0 (0%)
Value$2.1M (-$116.7K)
Filed 2026-10-23
Annex Advisory Services, LLC
DECREASED
Shares26,906 from 372,794
Change-345,888 (-93%)
Value$2.0M (-$27.4M)
Filed 2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares26,693 from 27,127
Change-434 (-2%)
Value$2.0M (-$144.0K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares26,261 from 26,461
Change-200 (-1%)
Value$2.0M (-$123.7K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares25,034 from 17,245
Change+7,789 (+45%)
Value$1.9M (+$513.0K)
Filed 2026-10-26
New Mexico Educational Retirement Board
UNCHANGED
Shares24,900 from 24,900
Change0 (0%)
Value$1.9M (-$102.0K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares24,839 from 8,517
Change+16,322 (+192%)
Value$1.9M (+$1.2M)
Filed 2026-10-15
DekaBank Deutsche Girozentrale
NEW
Shares24,620
Change+24,620
Value$1.9M
Filed 2026-10-27
Oregon Public Employees Retirement Fund
DECREASED
Shares23,160 from 23,460
Change-300 (-1%)
Value$1.7M (-$118.9K)
Filed 2026-10-30
Tealwood Asset Management Inc
DECREASED
Shares20,667 from 21,047
Change-380 (-2%)
Value$1.5M (+$1.5M)
Filed 2026-10-13
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares20,140 from 30,655
Change-10,515 (-34%)
Value$1.5M (-$913.6K)
Filed 2026-10-30
Capital Investment Counsel, Inc
DECREASED
Shares19,790 from 19,890
Change-100 (0%)
Value$1.5M (-$89.2K)
Filed 2026-10-20
Alps Advisors Inc
INCREASED
Shares17,309 from 15,348
Change+1,961 (+13%)
Value$1.3M (+$83.8K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares16,856 from 15,473
Change+1,383 (+9%)
Value$1.3M (+$40.0K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares16,321 from 16,118
Change+203 (+1%)
Value$1.2M (-$51.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,274 from 17,596
Change-1,322 (-8%)
Value$1.2M (-$171.0K)
Filed 2026-11-02
Jackson Creek Investment Advisors LLC
DECREASED
Shares16,021 from 16,549
Change-528 (-3%)
Value$1.2M (-$104.0K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares15,807 from 15,185
Change+622 (+4%)
Value$1.2M (-$27.9K)
Filed 2026-10-23
Gradient Investments LLC
DECREASED
Shares15,779 from 16,111
Change-332 (-2%)
Value$1.2M (-$91.1K)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED
Shares15,651 from 12,638
Change+3,013 (+24%)
Value$1.1M (+$179.1K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares15,601 from 14,393
Change+1,208 (+8%)
Value$1.2M (+$31.3K)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares15,418 from 6,996
Change+8,422 (+120%)
Value$1.2M (+$602.1K)
Filed 2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares15,279 from 14,686
Change+593 (+4%)
Value$1.1M (-$15.9K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares15,095 from 14,382
Change+713 (+5%)
Value$1.1M (-$5.7K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares14,814 from 13,632
Change+1,182 (+9%)
Value$1.1M (+$32.5K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares14,743 from 15,636
Change-893 (-6%)
Value$1.1M (-$131.2K)
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares14,397 from 13,616
Change+781 (+6%)
Value$1.1M (+$2.5K)
Filed 2026-11-05
Bokf, NA
INCREASED
Shares13,970 from 11,888
Change+2,082 (+18%)
Value$1.0M (+$107.1K)
Filed 2026-10-27
State of Alaska, Department of Revenue
DECREASED
Shares13,550 from 14,056
Change-506 (-4%)
Value$1.0M (-$96.0K)
Filed 2026-10-15
Banque Pictet & CIE SA
DECREASED
Shares12,983 from 24,944
Change-11,961 (-48%)
Value$972.4K (-$998.4K)
Filed 2026-10-16
Xponance LLC
DECREASED
Shares12,974 from 13,523
Change-549 (-4%)
Value$971.8K (-$96.7K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares12,797 from 12,361
Change+436 (+4%)
Value$1.0M (+$34.4K)
Filed 2026-11-06
Advisors Management Group Inc
INCREASED
Shares12,787 from 10,469
Change+2,318 (+22%)
Value$957.0K (+$130.0K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares11,988 from 8,802
Change+3,186 (+36%)
Value$897.9K (+$202.5K)
Filed 2026-10-27
Acorn Financial Advisory Services Inc
DECREASED
Shares11,910 from 12,335
Change-425 (-3%)
Value$892.1K (-$82.5K)
Filed 2026-11-02
Sterling Capital Management LLC
INCREASED
Shares11,328 from 8,618
Change+2,710 (+31%)
Value$848.5K (+$167.6K)
Filed 2026-10-22
Trust Investment Advisors
DECREASED
Shares11,049 from 11,897
Change-848 (-7%)
Value$827.6K (-$112.4K)
Filed 2026-10-20
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares11,000 from 16,000
Change-5,000 (-31%)
Value$824.0K (-$440.0K)
Filed 2026-10-22
Xcel Wealth Management, LLC
DECREASED
Shares10,944 from 11,144
Change-200 (-2%)
Value$819.7K (-$60.8K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares10,729 from 8,483
Change+2,246 (+26%)
Value$803.6K (+$133.3K)
Filed 2026-11-02
State of Wyoming
INCREASED
Shares10,670 from 6,991
Change+3,679 (+53%)
Value$799.2K (+$246.8K)
Filed 2026-10-28
Swiss Life Asset Management Ltd
INCREASED
Shares10,477 from 10,167
Change+310 (+3%)
Value$784.7K (-$18.6K)
Filed 2026-11-03
Mindset Wealth Management, LLC
UNCHANGED
Shares10,415 from 10,415
Change0 (0%)
Value$780.1K (-$42.8K)
Filed 2026-10-19
AlphaCentric Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$749.0K (-$41.1K)
Filed 2026-11-03
TD Private Client Wealth LLC
NEW
Shares9,794
Change+9,794
Value$733.6K
Filed 2026-10-28
Gateway Investment Advisers LLC
DECREASED
Shares9,429 from 19,604
Change-10,175 (-52%)
Value$706.2K (-$842.7K)
Filed 2026-10-13
Juncture Wealth Strategies, LLC
DECREASED
Shares9,091 from 10,692
Change-1,601 (-15%)
Value$680.9K (-$163.9K)
Filed 2026-10-06
Crossmark Global Holdings, Inc.
INCREASED
Shares8,895 from 8,809
Change+86 (+1%)
Value$666.2K (-$29.8K)
Filed 2026-10-21
Choreo, LLC
DECREASED
Shares8,861 from 9,886
Change-1,025 (-10%)
Value$663.7K (-$117.3K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares8,846 from 7,886
Change+960 (+12%)
Value$720.2K (+$125.4K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares8,669 from 8,403
Change+266 (+3%)
Value$649.3K (-$14.6K)
Filed 2026-11-03
Cookson Peirce & Co Inc
NEW
Shares8,588
Change+8,588
Value$643.2K
Filed 2026-10-30
Oak Thistle LLC
DECREASED
Shares8,533 from 16,967
Change-8,434 (-50%)
Value$639.1K (-$701.4K)
Filed 2026-10-21
Diversified Trust Co
DECREASED
Shares8,403 from 8,901
Change-498 (-6%)
Value$629.4K (-$73.9K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares8,382 from 3,442
Change+4,940 (+144%)
Value$627.8K (+$355.9K)
Filed 2026-11-05
Washington Capital Management, Inc
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$621.7K (-$34.1K)
Filed 2026-10-19
Securian Asset Management, Inc
DECREASED
Shares8,256 from 8,356
Change-100 (-1%)
Value$618.4K (-$25.0K)
Filed 2026-11-06
AlphaCore Capital LLC
NEW
Shares8,195
Change+8,195
Value$613.8K
Filed 2026-11-04
Inscription Capital, LLC
INCREASED
Shares7,991 from 4,960
Change+3,031 (+61%)
Value$598.5K (+$206.6K)
Filed 2026-11-02
Gibbs Wealth Management
NEW
Shares7,829
Change+7,829
Value$586.4K
Filed 2026-10-22
ZWJ Investment Counsel Inc
INCREASED
Shares7,713 from 7,360
Change+353 (+5%)
Value$577.7K (-$3.8K)
Filed 2026-10-15
Greenwood Capital Associates LLC
DECREASED
Shares7,406 from 7,613
Change-207 (-3%)
Value$554.7K (-$46.8K)
Filed 2026-10-27
Maryland State Retirement & Pension System
INCREASED
Shares6,743 from 5,880
Change+863 (+15%)
Value$505.1K (+$40.5K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares6,627 from 4,588
Change+2,039 (+44%)
Value$496.4K (+$133.9K)
Filed 2026-10-16
Davis Investment Partners, LLC
UNCHANGED
Shares6,593 from 6,593
Change0 (0%)
Value$493.8K (-$27.1K)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares6,485 from 5,875
Change+610 (+10%)
Value$485.7K (+$21.5K)
Filed 2026-10-29
Yorktown Management & Research Co Inc
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$479.4K (-$26.3K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
INCREASED
Shares6,367 from 5,357
Change+1,010 (+19%)
Value$476.9K (+$53.6K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares5,809 from 5,894
Change-85 (-1%)
Value$435.1K (-$30.6K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares5,701 from 5,747
Change-46 (-1%)
Value$427.0K (-$27.1K)
Filed 2026-11-04
Evergreen Capital Management LLC
INCREASED
Shares5,670 from 4,981
Change+689 (+14%)
Value$424.7K (+$31.1K)
Filed 2026-10-23
RED Lighthouse Investment Management, LLC
INCREASED
Shares5,327 from 5,326
Change+1 (+0%)
Value$399.0K (-$21.8K)
Filed 2026-11-02
Assenagon Asset Management S.A.
DECREASED
Shares5,312 from 5,454
Change-142 (-3%)
Value$397.9K (-$33.1K)
Filed 2026-10-15
Certuity, LLC
DECREASED
Shares5,231 from 5,412
Change-181 (-3%)
Value$391.8K (-$35.8K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares5,202 from 4,065
Change+1,137 (+28%)
Value$389.6K (+$68.5K)
Filed 2026-10-22
Savant Capital, LLC
NEW
Shares4,833
Change+4,833
Value$362.0K
Filed 2026-11-06
Weatherly Asset Management L. P.
DECREASED
Shares4,738 from 4,794
Change-56 (-1%)
Value$354.9K (-$23.9K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares4,689 from 3,216
Change+1,473 (+46%)
Value$351.2K (+$97.1K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares4,505 from 3,285
Change+1,220 (+37%)
Value$337.4K (+$77.9K)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares4,489 from 4,709
Change-220 (-5%)
Value$336.2K (-$35.8K)
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares4,480
Change+4,480
Value$348.9K
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares4,474 from 5,904
Change-1,430 (-24%)
Value$335.1K (-$131.4K)
Filed 2026-11-06
Csenge Advisory Group
NEW
Shares4,458
Change+4,458
Value$333.9K
Filed 2026-11-04
bLong Financial, LLC
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$331.4K (-$18.2K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares4,407 from 4,607
Change-200 (-4%)
Value$330.1K (-$33.9K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares4,380 from 2,823
Change+1,557 (+55%)
Value$328.1K (+$105.0K)
Filed 2026-10-20
Brucke Financial, Inc.
INCREASED
Shares4,284 from 3,707
Change+577 (+16%)
Value$320.9K (+$28.0K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares4,255 from 1,783
Change+2,472 (+139%)
Value$318.7K (+$177.8K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares4,231
Change+4,231
Value$316.9K
Filed 2026-10-30
Nykredit A/S
UNCHANGED
Shares4,179 from 4,179
Change0 (0%)
Value$313.0K (-$17.2K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$310.8K (-$17.1K)
Filed 2026-10-01
CIBC Asset Management Inc
UNCHANGED
Shares4,148 from 4,148
Change0 (0%)
Value$310.7K (-$17.0K)
Filed 2026-11-05
Argos Wealth Advisors, LLC
INCREASED
Shares4,107 from 3,859
Change+248 (+6%)
Value$307.6K (+$2.7K)
Filed 2026-11-02
Davenport & Co LLC
NEW
Shares4,086
Change+4,086
Value$306.0K
Filed 2026-10-14
Sepio Capital, LP
NEW
Shares4,037
Change+4,037
Value$302.4K
Filed 2026-10-22
Acuitas Investments, LLC
NEW
Shares4,000
Change+4,000
Value$299.6K
Filed 2026-11-06
Miller Global Investments, LLC
DECREASED
Shares3,955 from 3,956
Change-1 (0%)
Value$296.2K (-$16.3K)
Filed 2026-10-02
Daymark Wealth Partners, LLC
NEW
Shares3,932
Change+3,932
Value$294.5K
Filed 2026-11-04
Interchange Capital Partners, LLC
INCREASED
Shares3,898 from 3,413
Change+485 (+14%)
Value$292.0K (+$22.3K)
Filed 2026-10-28
Old National Bancorp
NEW
Shares3,891
Change+3,891
Value$291.4K
Filed 2026-10-20
Simplicity Wealth,LLC
NEW
Shares3,884
Change+3,884
Value$290.9K
Filed 2026-10-23
Greenleaf Trust
INCREASED
Shares3,828 from 3,810
Change+18 (+0%)
Value$286.7K (-$14.3K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares3,817 from 4,099
Change-282 (-7%)
Value$285.9K (-$38.0K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares3,787 from 3,771
Change+16 (+0%)
Value$283.6K (-$14.3K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares3,743 from 2,976
Change+767 (+26%)
Value$295.1K (+$62.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,743 from 2,976
Change+767 (+26%)
Value$295.1K (+$62.2K)
Filed 2026-10-20
Quadrant Capital Group LLC
INCREASED
Shares3,729 from 3,114
Change+615 (+20%)
Value$284.6K (+$38.6K)
Filed 2026-10-20
Regions Financial Corp
DECREASED
Shares3,714 from 3,880
Change-166 (-4%)
Value$278.2K (-$28.4K)
Filed 2026-11-05
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares3,688 from 3,688
Change0 (0%)
Value$276.2K (-$15.2K)
Filed 2026-11-05
Probity Advisors, Inc.
INCREASED
Shares3,553 from 3,475
Change+78 (+2%)
Value$266.1K (-$8.4K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
NEW
Shares3,488
Change+3,488
Value$261.3K
Filed 2026-10-21
Verdence Capital Advisors LLC
INCREASED
Shares3,437 from 3,409
Change+28 (+1%)
Value$257.4K (-$11.9K)
Filed 2026-10-26
North Dakota State Investment Board
INCREASED
Shares3,433 from 3,335
Change+98 (+3%)
Value$257.1K (-$6.4K)
Filed 2026-10-27
Compound Planning, Inc.
NEW
Shares3,404
Change+3,404
Value$255.0K
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares3,365 from 2,131
Change+1,234 (+58%)
Value$252.0K (+$83.7K)
Filed 2026-10-21
Integrity Alliance, Llc.
NEW
Shares3,338
Change+3,338
Value$250.0K
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED
Shares3,277 from 3,397
Change-120 (-4%)
Value$245.4K (-$23.0K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
INCREASED
Shares3,057 from 2,837
Change+220 (+8%)
Value$229.0K (+$4.8K)
Filed 2026-10-06
Legacy Wealth Asset Management, LLC
INCREASED
Shares3,048 from 2,959
Change+89 (+3%)
Value$228.3K (-$5.5K)
Filed 2026-10-09
Praxis Investment Management Inc
NEW
Shares2,878
Change+2,878
Value$216.0K
Filed 2026-11-03
Versant Capital Management, Inc
DECREASED
Shares2,854 from 3,842
Change-988 (-26%)
Value$213.8K (-$89.8K)
Filed 2026-10-02
Vontobel Holding Ltd.
DECREASED
Shares2,826 from 3,355
Change-529 (-16%)
Value$211.7K (-$53.4K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,674 from 2,163
Change+511 (+24%)
Value$200.3K (+$29.4K)
Filed 2026-10-16
Daytona Street Capital LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$196.0K (-$5.0K)
Filed 2026-10-15
China Universal Asset Management Co., Ltd.
INCREASED
Shares2,560 from 2,000
Change+560 (+28%)
Value$193.8K (+$35.7K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares2,503 from 2,730
Change-227 (-8%)
Value$187.5K (-$28.2K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$181.3K (-$9.9K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
INCREASED
Shares2,355 from 2,243
Change+112 (+5%)
Value$176.4K (-$829)
Filed 2026-10-20
Gamma Investing LLC
DECREASED
Shares2,352 from 2,517
Change-165 (-7%)
Value$176.2K (-$22.7K)
Filed 2026-10-08
Covestor Ltd
INCREASED
Shares2,292 from 1,409
Change+883 (+63%)
Value$171.0K (+$60.0K)
Filed 2026-10-30
Fulcrum Asset Management LLP
NEW
Shares2,106
Change+2,106
Value$159.4K
Filed 2026-11-04
Catalyst Capital Advisors LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$119.8K (-$6.6K)
Filed 2026-11-02
UMB Bank, n.a.
INCREASED
Shares1,570 from 1,539
Change+31 (+2%)
Value$117.6K (-$4.0K)
Filed 2026-11-06
Parkside Financial Bank & Trust
INCREASED
Shares1,289 from 547
Change+742 (+136%)
Value$96.5K (+$53.3K)
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares1,157
Change+1,157
Value$86.7K
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares1,124 from 1,495
Change-371 (-25%)
Value$84.2K (-$33.9K)
Filed 2026-11-03
Syntax Research, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$74.9K (-$4.1K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares859 from 1,082
Change-223 (-21%)
Value$64.3K (-$21.2K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares758 from 319
Change+439 (+138%)
Value$56.8K (+$31.6K)
Filed 2026-10-07
Farther Finance Advisors, LLC
DECREASED
Shares752 from 800
Change-48 (-6%)
Value$56.3K (-$7.3K)
Filed 2026-10-08
Leonteq Securities AG
INCREASED
Shares751 from 171
Change+580 (+339%)
Value$56.3K (+$42.7K)
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares643 from 558
Change+85 (+15%)
Value$48.2K (+$4.1K)
Filed 2026-10-30
Cullen T Bankers, Inc.
NEW
Shares565
Change+565
Value$42.3K
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares540
Change+540
Value$40.5K
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares418
Change+418
Value$31.3K
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares388 from 395
Change-7 (-2%)
Value$29.1K (-$2.1K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares386
Change+386
Value$28.9K
Filed 2026-10-21
SJS Investment Consulting Inc.
DECREASED
Shares386 from 388
Change-2 (-1%)
Value$28.9K (-$1.7K)
Filed 2026-10-26
Bank of New Hampshire
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$25.2K (-$1.4K)
Filed 2026-10-06
Toth Financial Advisory Corp
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$24.7K (-$1.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares301 from 315
Change-14 (-4%)
Value$22.5K (-$2.3K)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$22.4K (-$1.2K)
Filed 2026-10-14
First Horizon Corp
DECREASED
Shares291 from 427
Change-136 (-32%)
Value$21.8K (-$11.9K)
Filed 2026-10-26
True Wealth Design, LLC
DECREASED
Shares257 from 319
Change-62 (-19%)
Value$19.3K (-$6.0K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares255 from 126
Change+129 (+102%)
Value$19.1K (+$9.1K)
Filed 2026-10-20
MTM Investment Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$18.7K (-$1.0K)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares244
Change+244
Value$18.3K
Filed 2026-10-09
Clearstead Advisors, LLC
INCREASED
Shares241 from 209
Change+32 (+15%)
Value$18.1K (+$1.5K)
Filed 2026-11-06
Financial Perspectives, Inc
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$16.7K (-$916)
Filed 2026-11-03
GoalVest Advisory LLC
NEW
Shares219
Change+219
Value$16.4K
Filed 2026-10-02
SBI Securities Co., Ltd.
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$15.1K (-$826)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares196 from 9
Change+187 (+2078%)
Value$14.7K (+$14.0K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
DECREASED
Shares195 from 222
Change-27 (-12%)
Value$14.6K (-$2.9K)
Filed 2026-10-13
Hager Investment Management Services, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$14.2K (-$781)
Filed 2026-11-04
Pittenger & Anderson Inc
DECREASED
Shares188 from 52,000
Change-51,812 (-100%)
Value$14.1K (-$4.1M)
Filed 2026-11-02
Trust Co of Vermont
NEW
Shares177
Change+177
Value$13.3K
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$13.2K (-$187)
Filed 2026-10-29
Wolff Wiese Magana LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$13.1K (-$719)
Filed 2026-10-15
KFG LLC
NEW
Shares173
Change+173
Value$13.0K
Filed 2026-11-02
Entrust Financial LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$12.8K (-$703)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares148 from 124
Change+24 (+19%)
Value$11.0K (+$1.6K)
Filed 2026-10-16
Arlington Trust Co LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$10.5K (-$575)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares130 from 119
Change+11 (+9%)
Value$9.7K (+$335)
Filed 2026-10-05
Private Wealth Management Group, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$9.6K (-$526)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares126 from 14
Change+112 (+800%)
Value$9.4K (+$8.3K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares120 from 35
Change+85 (+243%)
Value$9.0K (+$6.2K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
NEW
Shares118
Change+118
Value$9
Filed 2026-10-27
Redwood Park Advisors LLC
NEW
Shares106
Change+106
Value$7.9K
Filed 2026-11-02
Central Trust Co
DECREASED
Shares104 from 106
Change-2 (-2%)
Value$7.8K (-$586)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares97 from 83
Change+14 (+17%)
Value$7.3K (+$707)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$7.1K (-$390)
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares94
Change+94
Value$7.0K
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares94 from 90
Change+4 (+4%)
Value$7.0K (-$70)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares90 from 85
Change+5 (+6%)
Value$6.7K (+$25)
Filed 2026-11-03
Bullock Wealth Management Group
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$6.4K (-$134)
Filed 2026-10-09
Highline Wealth Partners LLC
NEW
Shares85
Change+85
Value$6.4K
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares84 from 63
Change+21 (+33%)
Value$6.3K (+$1.3K)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
DECREASED
Shares80 from 95
Change-15 (-16%)
Value$6.0K (-$1.5K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$5.5K (-$304)
Filed 2026-10-15
Fortitude Family Office, LLC
INCREASED
Shares60 from 36
Change+24 (+67%)
Value$4.5K (+$1.7K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares51
Change+51
Value$3.8K
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares46 from 20
Change+26 (+130%)
Value$3.4K (+$1.8K)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares43
Change+43
Value$3.2K
Filed 2026-10-15
Creative Capital Management Investments LLC
INCREASED
Shares39 from 20
Change+19 (+95%)
Value$2.9K (+$1.3K)
Filed 2026-10-28
Godsey & Gibb, Inc
NEW
Shares38
Change+38
Value$2.8K
Filed 2026-10-14
Rakuten Securities, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.6K (-$143)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.5K (-$140)
Filed 2026-10-13
WPG Advisers, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.5K (-$139)
Filed 2026-10-27
Cromwell Holdings LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.5K (-$135)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.3K (-$127)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
INCREASED
Shares30 from 17
Change+13 (+76%)
Value$2.2K (+$904)
Filed 2026-10-28
Bfsg, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.2K (-$124)
Filed 2026-10-30
Clearstead Trust, LLC
DECREASED
Shares29 from 41
Change-12 (-29%)
Value$2.2K (-$1.1K)
Filed 2026-11-06
Bare Financial Services, Inc
INCREASED
Shares29 from 24
Change+5 (+21%)
Value$2.2K (+$276)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.9K (-$103)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.9K (-$103)
Filed 2026-11-03
Torren Management, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.8K (-$98)
Filed 2026-10-29
Sunrise Financial Services, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.8K (-$98)
Filed 2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.6K (-$86)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares20
Change+20
Value$1.5K
Filed 2026-11-03
Nemes Rush Group LLC
DECREASED
Shares20 from 40
Change-20 (-50%)
Value$1.5K (-$1.7K)
Filed 2026-11-04
Marquette Asset Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.5K (-$83)
Filed 2026-10-09
Bay Harbor Wealth Management, LLC
INCREASED
Shares18 from 10
Change+8 (+80%)
Value$1.3K (+$558)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares18 from 12
Change+6 (+50%)
Value$1.3K (+$400)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares16 from 32
Change-16 (-50%)
Value$1.2K (-$1.3K)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
INCREASED
Shares16 from 9
Change+7 (+78%)
Value$1.2K (+$487)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$61)
Filed 2026-11-04
First Command Advisory Services, Inc.
NEW
Shares13
Change+13
Value$974
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares11 from 22
Change-11 (-50%)
Value$824 (-$914)
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$824 (-$46)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$749 (-$41)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares9
Change+9
Value$674
Filed 2026-10-16
Zions Bancorporation, National Association
DECREASED
Shares9 from 16
Change-7 (-44%)
Value$674 (-$590)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$675 (-$37)
Filed 2026-10-23
Burk Holdings LLC
NEW
Shares7
Change+7
Value$524
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$580 (+$264)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$524 (-$29)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
NEW
Shares6
Change+6
Value$449
Filed 2026-10-29
Valley National Advisers Inc
NEW
Shares5
Change+5
Value$375
Filed 2026-10-23
Breakwater Investment Management
NEW
Shares4
Change+4
Value$300
Filed 2026-10-20
DecisionPoint Financial, LLC
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$298 (+$146)
Filed 2026-10-27
Monetary Solutions, Ltd
NEW
Shares3
Change+3
Value$225
Filed 2026-10-22
Planning Strategies Inc.
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$225 (-$328)
Filed 2026-10-02
Maseco LLP
NEW
Shares2
Change+2
Value$150
Filed 2026-10-27
Gilpin Wealth Management, LLC
NEW
Shares1
Change+1
Value$75
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$75 (-$5)
Filed 2026-10-15
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 39,795
Change-39,795 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-22
Sivik Global Healthcare LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
Axxion S.A.
CLOSED
Shares0 from 3,910
Change-3,910 (-100%)
Value$0 (-$308.9K)
Filed 2026-10-22
Imc-Chicago, LLC
CLOSED
Shares0 from 3,548
Change-3,548 (-100%)
Value$0 (-$280.3K)
Filed 2026-11-05
Harbour Capital Advisors, LLC
CLOSED
Shares0 from 2,865
Change-2,865 (-100%)
Value$0 (-$223.8K)
Filed 2026-10-13
Wespac Advisors, LLC
CLOSED
Shares0 from 2,746
Change-2,746 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 2,660
Change-2,660 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-16
Motley Fool Asset Management LLC
CLOSED
Shares0 from 2,614
Change-2,614 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-27
Profund Advisors LLC
CLOSED
Shares0 from 2,573
Change-2,573 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-29
Dara Capital US, Inc.
CLOSED
Shares0 from 1,959
Change-1,959 (-100%)
Value$0 (-$154.8K)
Filed 2026-10-29
Bayforest Capital Ltd
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$112.7K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$22.1K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$18.2K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$10.7K)
Filed 2026-11-02
Ares Financial Consulting, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-19
West Financial Advisors, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-22
Bullseye Investment Management, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$869)
Filed 2026-10-29
Essential Partners LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$395)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$237)
Filed 2026-10-23
American Capital Advisory, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$238)
Filed 2026-10-28
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Quaker Wealth Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$159)
Filed 2026-10-22
Activest Wealth Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$158)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 10,806,724
Change-10,806,724 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 8,200,423
Change-8,200,423 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 5,107,532
Change-5,107,532 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,994,385
Change-4,994,385 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,309,771
Change-4,309,771 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,279,730
Change-4,279,730 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,714,029
Change-3,714,029 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,743,850
Change-2,743,850 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,425,491
Change-2,425,491 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,380,344
Change-2,380,344 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,781,608
Change-1,781,608 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,716,621
Change-1,716,621 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,554,990
Change-1,554,990 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,453,206
Change-1,453,206 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 1,417,067
Change-1,417,067 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,246,322
Change-1,246,322 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,219,098
Change-1,219,098 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,127,051
Change-1,127,051 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,114,484
Change-1,114,484 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,094,753
Change-1,094,753 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,072,476
Change-1,072,476 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,027,808
Change-1,027,808 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 996,617
Change-996,617 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 951,956
Change-951,956 (-100%)
Value—
Madison Avenue Partners, LP
N/A
Shares— from 935,216
Change-935,216 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 886,499
Change-886,499 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 880,633
Change-880,633 (-100%)
Value—
Global Alpha Capital Management Ltd.
N/A
Shares— from 856,616
Change-856,616 (-100%)
Value—
Vestal Point Capital, LP
N/A
Shares— from 850,000
Change-850,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 834,191
Change-834,191 (-100%)
Value—
FMR LLC
N/A
Shares— from 768,051
Change-768,051 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 737,113
Change-737,113 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 723,451
Change-723,451 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 716,059
Change-716,059 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 695,745
Change-695,745 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 686,899
Change-686,899 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 653,072
Change-653,072 (-100%)
Value—
Capital World Investors
N/A
Shares— from 590,612
Change-590,612 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 542,778
Change-542,778 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 512,100
Change-512,100 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 501,834
Change-501,834 (-100%)
Value—
Soleus Capital Management, L.P.
N/A
Shares— from 468,922
Change-468,922 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 442,389
Change-442,389 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 437,402
Change-437,402 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 416,943
Change-416,943 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 409,705
Change-409,705 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 399,932
Change-399,932 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 370,309
Change-370,309 (-100%)
Value—
Capital Impact Advisors, LLC
N/A
Shares— from 370,167
Change-370,167 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 355,019
Change-355,019 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 351,974
Change-351,974 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 324,663
Change-324,663 (-100%)
Value—
Sio Capital Management, LLC
N/A
Shares— from 301,816
Change-301,816 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 300,334
Change-300,334 (-100%)
Value—
Champlain Investment Partners, LLC
N/A
Shares— from 290,878
Change-290,878 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 284,942
Change-284,942 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 283,058
Change-283,058 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 278,707
Change-278,707 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 275,556
Change-275,556 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 271,497
Change-271,497 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 261,901
Change-261,901 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 254,030
Change-254,030 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 250,823
Change-250,823 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 244,308
Change-244,308 (-100%)
Value—
Varenne Capital Partners
N/A
Shares— from 238,200
Change-238,200 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 229,350
Change-229,350 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 226,640
Change-226,640 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 226,077
Change-226,077 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 211,000
Change-211,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 196,918
Change-196,918 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 195,611
Change-195,611 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 191,945
Change-191,945 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 188,541
Change-188,541 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 188,363
Change-188,363 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 183,475
Change-183,475 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 177,598
Change-177,598 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 176,593
Change-176,593 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 175,808
Change-175,808 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 174,934
Change-174,934 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 170,697
Change-170,697 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 160,304
Change-160,304 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 156,421
Change-156,421 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 150,836
Change-150,836 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 146,108
Change-146,108 (-100%)
Value—
Defilade Capital Management, L.P.
N/A
Shares— from 139,637
Change-139,637 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 136,806
Change-136,806 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 133,660
Change-133,660 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 130,700
Change-130,700 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 129,217
Change-129,217 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 115,204
Change-115,204 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 111,925
Change-111,925 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 106,697
Change-106,697 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 103,235
Change-103,235 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 103,160
Change-103,160 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 101,002
Change-101,002 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 100,510
Change-100,510 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 97,677
Change-97,677 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 94,900
Change-94,900 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 88,950
Change-88,950 (-100%)
Value—
FIL Ltd
N/A
Shares— from 87,655
Change-87,655 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 80,753
Change-80,753 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 78,774
Change-78,774 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 77,448
Change-77,448 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 76,799
Change-76,799 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 74,161
Change-74,161 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 71,476
Change-71,476 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 70,100
Change-70,100 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 68,645
Change-68,645 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 66,684
Change-66,684 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 65,584
Change-65,584 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 62,166
Change-62,166 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 58,976
Change-58,976 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 58,893
Change-58,893 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 56,834
Change-56,834 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 56,546
Change-56,546 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 56,355
Change-56,355 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 55,470
Change-55,470 (-100%)
Value—
Man Group plc
N/A
Shares— from 55,320
Change-55,320 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 54,256
Change-54,256 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 52,200
Change-52,200 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,719
Change-51,719 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 51,346
Change-51,346 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 49,859
Change-49,859 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 48,136
Change-48,136 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 47,744
Change-47,744 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 47,454
Change-47,454 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,597
Change-46,597 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 43,897
Change-43,897 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 43,621
Change-43,621 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 43,174
Change-43,174 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 43,097
Change-43,097 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 40,800
Change-40,800 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 40,725
Change-40,725 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,810
Change-39,810 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 38,575
Change-38,575 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 37,674
Change-37,674 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 36,715
Change-36,715 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 36,534
Change-36,534 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 35,250
Change-35,250 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 35,066
Change-35,066 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 33,749
Change-33,749 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 32,869
Change-32,869 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 31,778
Change-31,778 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,715
Change-30,715 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 30,064
Change-30,064 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 29,803
Change-29,803 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 29,635
Change-29,635 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 28,872
Change-28,872 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 28,835
Change-28,835 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 28,725
Change-28,725 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 28,509
Change-28,509 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 28,447
Change-28,447 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 27,796
Change-27,796 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 27,784
Change-27,784 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 27,221
Change-27,221 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 25,605
Change-25,605 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 25,490
Change-25,490 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Prudential PLC
N/A
Shares— from 25,373
Change-25,373 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,072
Change-25,072 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 24,326
Change-24,326 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,021
Change-22,021 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,921
Change-21,921 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,586
Change-20,586 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 19,838
Change-19,838 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 19,738
Change-19,738 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 19,565
Change-19,565 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,482
Change-19,482 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 19,384
Change-19,384 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,702
Change-17,702 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 17,691
Change-17,691 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,607
Change-17,607 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,294
Change-17,294 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 16,769
Change-16,769 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 16,303
Change-16,303 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 15,733
Change-15,733 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 14,869
Change-14,869 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 14,836
Change-14,836 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 14,444
Change-14,444 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 14,433
Change-14,433 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 14,357
Change-14,357 (-100%)
Value—
Allstate Corp
N/A
Shares— from 14,289
Change-14,289 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 14,244
Change-14,244 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 13,576
Change-13,576 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 12,949
Change-12,949 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,993
Change-11,993 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 11,856
Change-11,856 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 11,504
Change-11,504 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,581
Change-10,581 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 10,515
Change-10,515 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 9,658
Change-9,658 (-100%)
Value—
Summitry LLC
N/A
Shares— from 9,449
Change-9,449 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 8,755
Change-8,755 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,181
Change-8,181 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,424
Change-7,424 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,368
Change-7,368 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 7,225
Change-7,225 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 6,308
Change-6,308 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
&partners
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,292
Change-5,292 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,677
Change-3,677 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 798
Change-798 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 671
Change-671 (-100%)
Value—
Quarry LP
N/A
Shares— from 612
Change-612 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 584
Change-584 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 562
Change-562 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 493
Change-493 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 415
Change-415 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 410
Change-410 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 142
Change-142 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 130
Change-130 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 127
Change-127 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 70
Change-70 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 64
Change-64 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 16
Change-16 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 7
Change-7 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 5
Change-5 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED3,007,4422,369,310+638,132+27%$187.3M$225.3M+$38.0M2026-11-04
Swedbank AB
INCREASED2,880,843520,363+2,360,480+454%$41.1M$215.8M+$174.7M2026-10-27
Geode Capital Management, LLC
DECREASED2,132,8272,153,014-20,187-1%$170.2M$159.8M-$10.4M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED1,797,2151,571,681+225,534+14%$119.4M$133.7M+$14.3M2026-11-04
Boston Trust Walden Corp
INCREASED1,643,1431,573,361+69,782+4%$124.3M$123.1M-$1.2M2026-10-30
William Blair Investment Management, LLC
INCREASED1,447,3651,284,896+162,469+13%$101.5M$108.4M+$6.9M2026-11-06
Antipodes Partners Ltd
INCREASED931,430905,984+25,446+3%$71.6M$69.8M-$1.8M2026-11-05
Bank of New York Mellon Corp
DECREASED757,709775,328-17,619-2%$61.3M$56.8M-$4.5M2026-11-05
Anchor Capital Advisors LLC
DECREASED629,155648,338-19,183-3%$51.2M$47.1M-$4.1M2026-11-05
Artemis Investment Management LLP
DECREASED541,840573,420-31,580-6%$45.3M$40.6M-$4.7M2026-10-08
Paradice Investment Management LLC
DECREASED493,588493,906-3180%$39.0M$37.0M-$2.1M2026-10-19
Fort Washington Investment Advisors Inc
INCREASED451,403424,876+26,527+6%$33.6M$33.8M+$240.6K2026-10-15
Pembroke Management, LTD
INCREASED419,566398,860+20,706+5%$31.5M$31.4M-$88.4K2026-10-21
Congress Asset Management Co
INCREASED361,026338,625+22,401+7%$26.8M$27.0M+$286.1K2026-10-06
Exchange Traded Concepts, LLC
INCREASED355,364345,454+9,910+3%$27.3M$26.6M-$677.6K2026-10-28
Terril Brothers, Inc.
INCREASED322,110321,520+590+0%$25.4M$24.1M-$1.3M2026-11-06
LPL Financial LLC
INCREASED315,280192,805+122,475+64%$15.2M$23.6M+$8.4M2026-11-06
Lightrock Netherlands B.V.
INCREASED273,835207,151+66,684+32%$16.4M$20.5M+$4.1M2026-11-06
Retirement Systems of Alabama
DECREASED261,791263,642-1,851-1%$20.8M$19.6M-$1.2M2026-11-04
Principal Financial Group Inc
DECREASED256,826257,256-4300%$20.3M$19.2M-$1.1M2026-11-02
Kathmere Capital Management, LLC
DECREASED255,730271,497-15,767-6%$21.5M$19.2M-$2.3M2026-10-20
Nicholas Company, Inc.
DECREASED225,419249,329-23,910-10%$19.7M$16.9M-$2.8M2026-11-05
Leeward Investments, LLC - MA
DECREASED154,919164,327-9,408-6%$13.0M$11.6M-$1.4M2026-10-23
Sterling Investment Advisors, Ltd.
UNCHANGED144,023144,02300%$11.4M$10.8M-$591.9K2026-10-27
Russell Investments Group, Ltd.
INCREASED143,61433,012+110,602+335%$2.6M$10.8M+$8.1M2026-11-06
Barclays PLC
INCREASED142,36959,533+82,836+139%$4.7M$10.7M+$6.0M2026-11-06
Bridge City Capital, LLC
INCREASED114,43394,939+19,494+21%$7.5M$8.6M+$1.1M2026-10-29
Covea Finance
INCREASED105,00097,900+7,100+7%$7.7M$7.9M+$129.4K2026-10-21
New York State Teachers Retirement System
DECREASED100,935102,208-1,273-1%$8.1M$7.6M-$515.0K2026-10-22
Guinness Asset Management LTD
NEW88,216—+88,216——$6.6M—2026-11-05
Strs Ohio
DECREASED87,600111,580-23,980-21%$8.8M$6.6M-$2.3M2026-10-30
Amundi
INCREASED87,25266,382+20,870+31%$5.2M$6.5M+$1.3M2026-11-06
Pictet Asset Management Holding SA
DECREASED77,42378,400-977-1%$6.2M$5.8M-$424.3K2026-11-03
Thrivent Financial for Lutherans
INCREASED74,81668,921+5,895+9%$5.4M$5.6M+$158.0K2026-11-05
Illinois Municipal Retirement Fund
INCREASED73,17358,761+14,412+25%$4.6M$5.5M+$838.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED71,76440,563+31,201+77%$2.2M$4.1M+$1.9M2026-10-13
KBC Group NV
DECREASED69,92472,702-2,778-4%$5.7M$5.2M-$507.0K2026-10-22
Creative Planning
INCREASED68,98958,702+10,287+18%$4.6M$5.2M+$529.2K2026-11-02
Fifth Third Bancorp
DECREASED67,03872,164-5,126-7%$5.7M$5.0M-$680.6K2026-11-05
Truist Financial Corp
INCREASED63,36541,333+22,032+53%$3.3M$4.7M+$1.5M2026-10-30
Cambiar Investors LLC
DECREASED61,04662,836-1,790-3%$5.0M$4.6M-$392.3K2026-11-04
Washington Trust Advisors, Inc.
INCREASED54,59845,006+9,592+21%$3.6M$4.1M+$533.5K2026-10-22
Hussman Strategic Advisors, Inc.
INCREASED52,50042,000+10,500+25%$3.3M$3.9M+$613.8K2026-11-02
Amalgamated Bank
DECREASED51,15951,334-1750%$4.1M$3.8M-$224.0K2026-10-23
Essex Investment Management Co LLC
DECREASED49,30349,677-374-1%$3.9M$3.7M-$232.2K2026-10-19
Oliver Luxxe Assets LLC
INCREASED45,08842,576+2,512+6%$3.4M$3.4M+$13.2K2026-10-14
Inspire Investing, LLC
INCREASED41,6007,366+34,234+465%$582.0K$3.1M+$2.5M2026-10-22
Mutual of America Capital Management LLC
DECREASED40,75842,054-1,296-3%$3.3M$3.1M-$269.9K2026-10-23
Moran Wealth Management, LLC
NEW38,439—+38,439——$2.9M—2026-10-22
State of New Jersey Common Pension Fund D
UNCHANGED36,92136,92100%$2.9M$2.8M-$151.7K2026-11-05
Virginia Retirement Systems ET Al
INCREASED35,51023,510+12,000+51%$1.9M$2.7M+$802.2K2026-10-28
Louisiana State Employees Retirement System
UNCHANGED33,20033,20000%$2.6M$2.5M-$136.5K2026-10-20
Deutsche Bank Ag\
INCREASED32,51932,190+329+1%$2.5M$2.4M-$107.7K2026-11-06
Arizona State Retirement System
INCREASED31,89031,077+813+3%$2.5M$2.4M-$66.8K2026-11-03
Leibman Financial Services, Inc.
NEW31,650—+31,650——$2.4M—2026-10-13
Radnor Capital Management, LLC
DECREASED31,12032,100-980-3%$2.5M$2.3M-$205.3K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED30,11430,988-874-3%$2.4M$2.3M-$192.8K2026-10-27
Yousif Capital Management, LLC
DECREASED29,96231,971-2,009-6%$2.5M$2.2M-$281.9K2026-10-22
Citigroup Inc
DECREASED29,68832,700-3,012-9%$2.6M$2.2M-$360.0K2026-11-04
Compass Ion Advisors, LLC
UNCHANGED28,40628,40600%$2.2M$2.1M-$116.7K2026-10-23
Annex Advisory Services, LLC
DECREASED26,906372,794-345,888-93%$29.5M$2.0M-$27.4M2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED26,69327,127-434-2%$2.1M$2.0M-$144.0K2026-11-03
State of Michigan Retirement System
DECREASED26,26126,461-200-1%$2.1M$2.0M-$123.7K2026-10-27
Park Avenue Securities LLC
INCREASED25,03417,245+7,789+45%$1.4M$1.9M+$513.0K2026-10-26
New Mexico Educational Retirement Board
UNCHANGED24,90024,90000%$2.0M$1.9M-$102.0K2026-11-05
Atria Investments, Inc
INCREASED24,8398,517+16,322+192%$672.9K$1.9M+$1.2M2026-10-15
DekaBank Deutsche Girozentrale
NEW24,620—+24,620——$1.9M—2026-10-27
Oregon Public Employees Retirement Fund
DECREASED23,16023,460-300-1%$1.9M$1.7M-$118.9K2026-10-30
Tealwood Asset Management Inc
DECREASED20,66721,047-380-2%$1.7K$1.5M+$1.5M2026-10-13
B. Metzler seel. Sohn & Co. AG
DECREASED20,14030,655-10,515-34%$2.4M$1.5M-$913.6K2026-10-30
Capital Investment Counsel, Inc
DECREASED19,79019,890-1000%$1.6M$1.5M-$89.2K2026-10-20
Alps Advisors Inc
INCREASED17,30915,348+1,961+13%$1.2M$1.3M+$83.8K2026-11-03
PNC Financial Services Group, Inc.
INCREASED16,85615,473+1,383+9%$1.2M$1.3M+$40.0K2026-11-06
US Bancorp \de\
INCREASED16,32116,118+203+1%$1.3M$1.2M-$51.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED16,27417,596-1,322-8%$1.4M$1.2M-$171.0K2026-11-02
Jackson Creek Investment Advisors LLC
DECREASED16,02116,549-528-3%$1.3M$1.2M-$104.0K2026-11-04
HB Wealth Management, LLC
INCREASED15,80715,185+622+4%$1.2M$1.2M-$27.9K2026-10-23
Gradient Investments LLC
DECREASED15,77916,111-332-2%$1.3M$1.2M-$91.1K2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED15,65112,638+3,013+24%$968.6K$1.1M+$179.1K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED15,60114,393+1,208+8%$1.1M$1.2M+$31.3K2026-11-03
Daiwa Securities Group Inc.
INCREASED15,4186,996+8,422+120%$552.8K$1.2M+$602.1K2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED15,27914,686+593+4%$1.2M$1.1M-$15.9K2026-11-03
IFP Advisors, Inc
INCREASED15,09514,382+713+5%$1.1M$1.1M-$5.7K2026-10-16
Vise Technologies, Inc.
INCREASED14,81413,632+1,182+9%$1.1M$1.1M+$32.5K2026-10-29
Commonwealth Equity Services, LLC
DECREASED14,74315,636-893-6%$1.2M$1.1M-$131.2K2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED14,39713,616+781+6%$1.1M$1.1M+$2.5K2026-11-05
Bokf, NA
INCREASED13,97011,888+2,082+18%$939.3K$1.0M+$107.1K2026-10-27
State of Alaska, Department of Revenue
DECREASED13,55014,056-506-4%$1.1M$1.0M-$96.0K2026-10-15
Banque Pictet & CIE SA
DECREASED12,98324,944-11,961-48%$2.0M$972.4K-$998.4K2026-10-16
Xponance LLC
DECREASED12,97413,523-549-4%$1.1M$971.8K-$96.7K2026-11-03
Allworth Financial LP
INCREASED12,79712,361+436+4%$976.6K$1.0M+$34.4K2026-11-06
Advisors Management Group Inc
INCREASED12,78710,469+2,318+22%$827.0K$957.0K+$130.0K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED11,9888,802+3,186+36%$695.4K$897.9K+$202.5K2026-10-27
Acorn Financial Advisory Services Inc
DECREASED11,91012,335-425-3%$974.6K$892.1K-$82.5K2026-11-02
Sterling Capital Management LLC
INCREASED11,3288,618+2,710+31%$680.9K$848.5K+$167.6K2026-10-22
Trust Investment Advisors
DECREASED11,04911,897-848-7%$940.0K$827.6K-$112.4K2026-10-20
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED11,00016,000-5,000-31%$1.3M$824.0K-$440.0K2026-10-22
Xcel Wealth Management, LLC
DECREASED10,94411,144-200-2%$880.5K$819.7K-$60.8K2026-10-26
Kestra Advisory Services, LLC
INCREASED10,7298,483+2,246+26%$670.2K$803.6K+$133.3K2026-11-02
State of Wyoming
INCREASED10,6706,991+3,679+53%$552.4K$799.2K+$246.8K2026-10-28
Swiss Life Asset Management Ltd
INCREASED10,47710,167+310+3%$803.3K$784.7K-$18.6K2026-11-03
Mindset Wealth Management, LLC
UNCHANGED10,41510,41500%$822.9K$780.1K-$42.8K2026-10-19
AlphaCentric Advisors LLC
UNCHANGED10,00010,00000%$790.1K$749.0K-$41.1K2026-11-03
TD Private Client Wealth LLC
NEW9,794—+9,794——$733.6K—2026-10-28
Gateway Investment Advisers LLC
DECREASED9,42919,604-10,175-52%$1.5M$706.2K-$842.7K2026-10-13
Juncture Wealth Strategies, LLC
DECREASED9,09110,692-1,601-15%$844.8K$680.9K-$163.9K2026-10-06
Crossmark Global Holdings, Inc.
INCREASED8,8958,809+86+1%$696.0K$666.2K-$29.8K2026-10-21
Choreo, LLC
DECREASED8,8619,886-1,025-10%$781.1K$663.7K-$117.3K2026-10-28
Chicago Partners Investment Group LLC
INCREASED8,8467,886+960+12%$594.8K$720.2K+$125.4K2026-10-27
HUB Investment Partners, LLC
INCREASED8,6698,403+266+3%$663.9K$649.3K-$14.6K2026-11-03
Cookson Peirce & Co Inc
NEW8,588—+8,588——$643.2K—2026-10-30
Oak Thistle LLC
DECREASED8,53316,967-8,434-50%$1.3M$639.1K-$701.4K2026-10-21
Diversified Trust Co
DECREASED8,4038,901-498-6%$703.3K$629.4K-$73.9K2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED8,3823,442+4,940+144%$272.0K$627.8K+$355.9K2026-11-05
Washington Capital Management, Inc
UNCHANGED8,3008,30000%$655.8K$621.7K-$34.1K2026-10-19
Securian Asset Management, Inc
DECREASED8,2568,356-100-1%$643.4K$618.4K-$25.0K2026-11-06
AlphaCore Capital LLC
NEW8,195—+8,195——$613.8K—2026-11-04
Inscription Capital, LLC
INCREASED7,9914,960+3,031+61%$391.9K$598.5K+$206.6K2026-11-02
Gibbs Wealth Management
NEW7,829—+7,829——$586.4K—2026-10-22
ZWJ Investment Counsel Inc
INCREASED7,7137,360+353+5%$581.5K$577.7K-$3.8K2026-10-15
Greenwood Capital Associates LLC
DECREASED7,4067,613-207-3%$601.5K$554.7K-$46.8K2026-10-27
Maryland State Retirement & Pension System
INCREASED6,7435,880+863+15%$464.6K$505.1K+$40.5K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED6,6274,588+2,039+44%$362.5K$496.4K+$133.9K2026-10-16
Davis Investment Partners, LLC
UNCHANGED6,5936,59300%$520.9K$493.8K-$27.1K2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED6,4855,875+610+10%$464.2K$485.7K+$21.5K2026-10-29
Yorktown Management & Research Co Inc
UNCHANGED6,4006,40000%$505.7K$479.4K-$26.3K2026-10-28
Aaron Wealth Advisors LLC
INCREASED6,3675,357+1,010+19%$423.3K$476.9K+$53.6K2026-10-13
Angeles Wealth Management, LLC
DECREASED5,8095,894-85-1%$465.7K$435.1K-$30.6K2026-10-26
Keybank National Association
DECREASED5,7015,747-46-1%$454.1K$427.0K-$27.1K2026-11-04
Evergreen Capital Management LLC
INCREASED5,6704,981+689+14%$393.5K$424.7K+$31.1K2026-10-23
RED Lighthouse Investment Management, LLC
INCREASED5,3275,326+1+0%$420.8K$399.0K-$21.8K2026-11-02
Assenagon Asset Management S.A.
DECREASED5,3125,454-142-3%$430.9K$397.9K-$33.1K2026-10-15
Certuity, LLC
DECREASED5,2315,412-181-3%$427.6K$391.8K-$35.8K2026-11-02
BIP Wealth, LLC
INCREASED5,2024,065+1,137+28%$321.2K$389.6K+$68.5K2026-10-22
Savant Capital, LLC
NEW4,833—+4,833——$362.0K—2026-11-06
Weatherly Asset Management L. P.
DECREASED4,7384,794-56-1%$378.8K$354.9K-$23.9K2026-10-20
Norden Group LLC
INCREASED4,6893,216+1,473+46%$254.1K$351.2K+$97.1K2026-10-20
Sowell Financial Services LLC
INCREASED4,5053,285+1,220+37%$259.5K$337.4K+$77.9K2026-10-23
ProShare Advisors LLC
DECREASED4,4894,709-220-5%$372.1K$336.2K-$35.8K2026-10-29
StoneX Group Inc.
NEW4,480—+4,480——$348.9K—2026-11-03
Baker Avenue Asset Management, LP
DECREASED4,4745,904-1,430-24%$466.5K$335.1K-$131.4K2026-11-06
Csenge Advisory Group
NEW4,458—+4,458——$333.9K—2026-11-04
bLong Financial, LLC
UNCHANGED4,4254,42500%$349.6K$331.4K-$18.2K2026-10-29
Independent Financial Group, LLC
DECREASED4,4074,607-200-4%$364.0K$330.1K-$33.9K2026-10-13
Portside Wealth Group, LLC
INCREASED4,3802,823+1,557+55%$223.0K$328.1K+$105.0K2026-10-20
Brucke Financial, Inc.
INCREASED4,2843,707+577+16%$292.9K$320.9K+$28.0K2026-10-23
Larson Financial Group LLC
INCREASED4,2551,783+2,472+139%$140.9K$318.7K+$177.8K2026-11-05
Provenance Wealth Advisors, LLC
NEW4,231—+4,231——$316.9K—2026-10-30
Nykredit A/S
UNCHANGED4,1794,17900%$330.2K$313.0K-$17.2K2026-11-06
Hickory Point Bank & Trust
UNCHANGED4,1504,15000%$327.9K$310.8K-$17.1K2026-10-01
CIBC Asset Management Inc
UNCHANGED4,1484,14800%$327.7K$310.7K-$17.0K2026-11-05
Argos Wealth Advisors, LLC
INCREASED4,1073,859+248+6%$304.9K$307.6K+$2.7K2026-11-02
Davenport & Co LLC
NEW4,086—+4,086——$306.0K—2026-10-14
Sepio Capital, LP
NEW4,037—+4,037——$302.4K—2026-10-22
Acuitas Investments, LLC
NEW4,000—+4,000——$299.6K—2026-11-06
Miller Global Investments, LLC
DECREASED3,9553,956-10%$312.6K$296.2K-$16.3K2026-10-02
Daymark Wealth Partners, LLC
NEW3,932—+3,932——$294.5K—2026-11-04
Interchange Capital Partners, LLC
INCREASED3,8983,413+485+14%$269.7K$292.0K+$22.3K2026-10-28
Old National Bancorp
NEW3,891—+3,891——$291.4K—2026-10-20
Simplicity Wealth,LLC
NEW3,884—+3,884——$290.9K—2026-10-23
Greenleaf Trust
INCREASED3,8283,810+18+0%$301.0K$286.7K-$14.3K2026-10-29
Crestwood Advisors Group, LLC
DECREASED3,8174,099-282-7%$323.9K$285.9K-$38.0K2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED3,7873,771+16+0%$297.9K$283.6K-$14.3K2026-10-22
Diversify Advisory Services, LLC
INCREASED3,7432,976+767+26%$232.9K$295.1K+$62.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED3,7432,976+767+26%$232.9K$295.1K+$62.2K2026-10-20
Quadrant Capital Group LLC
INCREASED3,7293,114+615+20%$246.0K$284.6K+$38.6K2026-10-20
Regions Financial Corp
DECREASED3,7143,880-166-4%$306.6K$278.2K-$28.4K2026-11-05
Riggs Asset Managment Co. Inc.
UNCHANGED3,6883,68800%$291.4K$276.2K-$15.2K2026-11-05
Probity Advisors, Inc.
INCREASED3,5533,475+78+2%$274.6K$266.1K-$8.4K2026-10-23
Axxcess Wealth Management, LLC
NEW3,488—+3,488——$261.3K—2026-10-21
Verdence Capital Advisors LLC
INCREASED3,4373,409+28+1%$269.3K$257.4K-$11.9K2026-10-26
North Dakota State Investment Board
INCREASED3,4333,335+98+3%$263.5K$257.1K-$6.4K2026-10-27
Compound Planning, Inc.
NEW3,404—+3,404——$255.0K—2026-11-05
Assetmark, Inc
INCREASED3,3652,131+1,234+58%$168.4K$252.0K+$83.7K2026-10-21
Integrity Alliance, Llc.
NEW3,338—+3,338——$250.0K—2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED3,2773,397-120-4%$268.4K$245.4K-$23.0K2026-11-05
Central Pacific Bank - Trust Division
INCREASED3,0572,837+220+8%$224.2K$229.0K+$4.8K2026-10-06
Legacy Wealth Asset Management, LLC
INCREASED3,0482,959+89+3%$233.8K$228.3K-$5.5K2026-10-09
Praxis Investment Management Inc
NEW2,878—+2,878——$216.0K—2026-11-03
Versant Capital Management, Inc
DECREASED2,8543,842-988-26%$303.6K$213.8K-$89.8K2026-10-02
Vontobel Holding Ltd.
DECREASED2,8263,355-529-16%$265.1K$211.7K-$53.4K2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED2,6742,163+511+24%$170.9K$200.3K+$29.4K2026-10-16
Daytona Street Capital LLC
UNCHANGED2,5702,57000%$201.0K$196.0K-$5.0K2026-10-15
China Universal Asset Management Co., Ltd.
INCREASED2,5602,000+560+28%$158.0K$193.8K+$35.7K2026-10-28
Blue Trust, Inc.
DECREASED2,5032,730-227-8%$215.7K$187.5K-$28.2K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED2,4202,42000%$191.2K$181.3K-$9.9K2026-10-23
Nisa Investment Advisors, LLC
INCREASED2,3552,243+112+5%$177.2K$176.4K-$8292026-10-20
Gamma Investing LLC
DECREASED2,3522,517-165-7%$198.9K$176.2K-$22.7K2026-10-08
Covestor Ltd
INCREASED2,2921,409+883+63%$111.0K$171.0K+$60.0K2026-10-30
Fulcrum Asset Management LLP
NEW2,106—+2,106——$159.4K—2026-11-04
Catalyst Capital Advisors LLC
UNCHANGED1,6001,60000%$126.4K$119.8K-$6.6K2026-11-02
UMB Bank, n.a.
INCREASED1,5701,539+31+2%$121.6K$117.6K-$4.0K2026-11-06
Parkside Financial Bank & Trust
INCREASED1,289547+742+136%$43.2K$96.5K+$53.3K2026-10-27
Rothwell Investment Advisors, LLC
NEW1,157—+1,157——$86.7K—2026-11-06
Parallel Advisors, LLC
DECREASED1,1241,495-371-25%$118.1K$84.2K-$33.9K2026-11-03
Syntax Research, Inc.
UNCHANGED1,0001,00000%$79.0K$74.9K-$4.1K2026-11-04
Signaturefd, LLC
DECREASED8591,082-223-21%$85.5K$64.3K-$21.2K2026-10-23
Elevation Wealth Partners, LLC
INCREASED758319+439+138%$25.2K$56.8K+$31.6K2026-10-07
Farther Finance Advisors, LLC
DECREASED752800-48-6%$63.6K$56.3K-$7.3K2026-10-08
Leonteq Securities AG
INCREASED751171+580+339%$13.5K$56.3K+$42.7K2026-10-29
Richardson Financial Services Inc.
INCREASED643558+85+15%$44.1K$48.2K+$4.1K2026-10-30
Cullen T Bankers, Inc.
NEW565—+565——$42.3K—2026-10-28
Jacobi Capital Management LLC
NEW540—+540——$40.5K—2026-11-05
Heritage Family Offices, LLP
NEW418—+418——$31.3K—2026-11-02
Lanark Financial, Inc.
DECREASED388395-7-2%$31.2K$29.1K-$2.1K2026-10-26
Root Financial Partners, LLC
NEW386—+386——$28.9K—2026-10-21
SJS Investment Consulting Inc.
DECREASED386388-2-1%$30.7K$28.9K-$1.7K2026-10-26
Bank of New Hampshire
UNCHANGED33733700%$26.6K$25.2K-$1.4K2026-10-06
Toth Financial Advisory Corp
UNCHANGED33033000%$26.1K$24.7K-$1.4K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED301315-14-4%$24.9K$22.5K-$2.3K2026-11-04
Mather Group, Llc.
UNCHANGED29929900%$23.6K$22.4K-$1.2K2026-10-14
First Horizon Corp
DECREASED291427-136-32%$33.7K$21.8K-$11.9K2026-10-26
True Wealth Design, LLC
DECREASED257319-62-19%$25.2K$19.3K-$6.0K2026-10-13
Private Trust Co NA
INCREASED255126+129+102%$10.0K$19.1K+$9.1K2026-10-20
MTM Investment Management, LLC
UNCHANGED25025000%$19.8K$18.7K-$1.0K2026-10-30
GK Wealth Management LLC
NEW244—+244——$18.3K—2026-10-09
Clearstead Advisors, LLC
INCREASED241209+32+15%$16.5K$18.1K+$1.5K2026-11-06
Financial Perspectives, Inc
UNCHANGED22322300%$17.6K$16.7K-$9162026-11-03
GoalVest Advisory LLC
NEW219—+219——$16.4K—2026-10-02
SBI Securities Co., Ltd.
UNCHANGED20120100%$15.9K$15.1K-$8262026-10-22
CoreCap Advisors, LLC
INCREASED1969+187+2078%$711$14.7K+$14.0K2026-10-08
Cape Investment Advisory, Inc.
DECREASED195222-27-12%$17.5K$14.6K-$2.9K2026-10-13
Hager Investment Management Services, LLC
UNCHANGED19019000%$15.0K$14.2K-$7812026-11-04
Pittenger & Anderson Inc
DECREASED18852,000-51,812-100%$4.1M$14.1K-$4.1M2026-11-02
Trust Co of Vermont
NEW177—+177——$13.3K—2026-10-21
Salomon & Ludwin, LLC
UNCHANGED17617600%$13.4K$13.2K-$1872026-10-29
Wolff Wiese Magana LLC
UNCHANGED17517500%$13.8K$13.1K-$7192026-10-15
KFG LLC
NEW173—+173——$13.0K—2026-11-02
Entrust Financial LLC
UNCHANGED17117100%$13.5K$12.8K-$7032026-11-04
TD Waterhouse Canada Inc.
INCREASED148124+24+19%$9.4K$11.0K+$1.6K2026-10-16
Arlington Trust Co LLC
UNCHANGED14014000%$11.1K$10.5K-$5752026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED130119+11+9%$9.4K$9.7K+$3352026-10-05
Private Wealth Management Group, LLC
UNCHANGED12812800%$10.1K$9.6K-$5262026-10-19
Rossby Financial, LCC
INCREASED12614+112+800%$1.1K$9.4K+$8.3K2026-11-05
GHP Investment Advisors, Inc.
INCREASED12035+85+243%$2.8K$9.0K+$6.2K2026-10-15
Capital Advisors, Ltd. LLC
NEW118—+118——$9—2026-10-27
Redwood Park Advisors LLC
NEW106—+106——$7.9K—2026-11-02
Central Trust Co
DECREASED104106-2-2%$8.4K$7.8K-$5862026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED9783+14+17%$6.6K$7.3K+$7072026-10-29
Farmers & Merchants Investments Inc
UNCHANGED959500%$7.5K$7.1K-$3902026-10-22
Elyxium Wealth, LLC
NEW94—+94——$7.0K—2026-10-27
Spire Wealth Management
INCREASED9490+4+4%$7.1K$7.0K-$702026-10-30
JFS Wealth Advisors, LLC
INCREASED9085+5+6%$6.7K$6.7K+$252026-11-03
Bullock Wealth Management Group
UNCHANGED868600%$6.5K$6.4K-$1342026-10-09
Highline Wealth Partners LLC
NEW85—+85——$6.4K—2026-10-19
Signature Equity Partners, LLC
INCREASED8463+21+33%$5.0K$6.3K+$1.3K2026-10-29
Owl Creek Wealth Partners LLC
DECREASED8095-15-16%$7.5K$6.0K-$1.5K2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED747400%$5.8K$5.5K-$3042026-10-15
Fortitude Family Office, LLC
INCREASED6036+24+67%$2.8K$4.5K+$1.7K2026-10-14
Ascentis Wealth Management, LLC
NEW51—+51——$3.8K—2026-11-03
Montag A & Associates Inc
INCREASED4620+26+130%$1.6K$3.4K+$1.8K2026-10-29
Proathlete Wealth Management LLC
NEW43—+43——$3.2K—2026-10-15
Creative Capital Management Investments LLC
INCREASED3920+19+95%$1.6K$2.9K+$1.3K2026-10-28
Godsey & Gibb, Inc
NEW38—+38——$2.8K—2026-10-14
Rakuten Securities, Inc.
UNCHANGED353500%$2.8K$2.6K-$1432026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED343400%$2.7K$2.5K-$1402026-10-13
WPG Advisers, LLC
UNCHANGED343400%$2.7K$2.5K-$1392026-10-27
Cromwell Holdings LLC
UNCHANGED333300%$2.6K$2.5K-$1352026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED313100%$2.4K$2.3K-$1272026-10-16
Financial Network Wealth Advisors LLC
INCREASED3017+13+76%$1.3K$2.2K+$9042026-10-28
Bfsg, LLC
UNCHANGED303000%$2.4K$2.2K-$1242026-10-30
Clearstead Trust, LLC
DECREASED2941-12-29%$3.2K$2.2K-$1.1K2026-11-06
Bare Financial Services, Inc
INCREASED2924+5+21%$1.9K$2.2K+$2762026-11-04
Signature Resources Capital Management, LLC
UNCHANGED252500%$2.0K$1.9K-$1032026-10-16
Asset Dedication, LLC
UNCHANGED252500%$2.0K$1.9K-$1032026-11-03
Torren Management, LLC
UNCHANGED242400%$1.9K$1.8K-$982026-10-29
Sunrise Financial Services, LLC
UNCHANGED242400%$1.9K$1.8K-$982026-10-21
Buck Wealth Strategies, LLC
UNCHANGED212100%$1.7K$1.6K-$862026-10-28
Ascentis Independent Advisors
NEW20—+20——$1.5K—2026-11-03
Nemes Rush Group LLC
DECREASED2040-20-50%$3.2K$1.5K-$1.7K2026-11-04
Marquette Asset Management, LLC
UNCHANGED202000%$1.6K$1.5K-$832026-10-09
Bay Harbor Wealth Management, LLC
INCREASED1810+8+80%$790$1.3K+$5582026-11-03
Silver Grove Financial Group, Inc.
INCREASED1812+6+50%$948$1.3K+$4002026-11-05
Physician Wealth Advisors, Inc.
DECREASED1632-16-50%$2.5K$1.2K-$1.3K2026-10-20
DiNuzzo Private Wealth, Inc.
INCREASED169+7+78%$712$1.2K+$4872026-10-16
Creative Financial Designs Inc
UNCHANGED151500%$1.2K$1.1K-$612026-11-04
First Command Advisory Services, Inc.
NEW13—+13——$974—2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED1122-11-50%$1.7K$824-$9142026-10-27
Bell Investment Advisors, Inc
UNCHANGED111100%$870$824-$462026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED101000%$790$749-$412026-11-04
USA Financial Formulas
NEW9—+9——$674—2026-10-16
Zions Bancorporation, National Association
DECREASED916-7-44%$1.3K$674-$5902026-11-06
Financial Consulate, Inc
UNCHANGED9900%$712$675-$372026-10-23
Burk Holdings LLC
NEW7—+7——$524—2026-11-05
Hughes Financial Services, LLC
INCREASED74+3+75%$316$580+$2642026-10-30
Key FInancial Inc
UNCHANGED7700%$553$524-$292026-11-02
Caitong International Asset Management Co., Ltd
NEW6—+6——$449—2026-10-29
Valley National Advisers Inc
NEW5—+5——$375—2026-10-23
Breakwater Investment Management
NEW4—+4——$300—2026-10-20
DecisionPoint Financial, LLC
INCREASED42+2+100%$152$298+$1462026-10-27
Monetary Solutions, Ltd
NEW3—+3——$225—2026-10-22
Planning Strategies Inc.
DECREASED37-4-57%$553$225-$3282026-10-02
Maseco LLP
NEW2—+2——$150—2026-10-27
Gilpin Wealth Management, LLC
NEW1—+1——$75—2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED1100%$80$75-$52026-10-15
Andrew Hill Investment Advisors, Inc.
CLOSED039,795-39,795-100%$3.1M$0-$3.1M2026-10-22
Sivik Global Healthcare LLC
CLOSED030,000-30,000-100%$2.6K$0-$2.6K2026-10-13
Axxion S.A.
CLOSED03,910-3,910-100%$308.9K$0-$308.9K2026-10-22
Imc-Chicago, LLC
CLOSED03,548-3,548-100%$280.3K$0-$280.3K2026-11-05
Harbour Capital Advisors, LLC
CLOSED02,865-2,865-100%$223.8K$0-$223.8K2026-10-13
Wespac Advisors, LLC
CLOSED02,746-2,746-100%$217.0K$0-$217.0K2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED02,660-2,660-100%$210.2K$0-$210.2K2026-10-16
Motley Fool Asset Management LLC
CLOSED02,614-2,614-100%$206.5K$0-$206.5K2026-10-27
Profund Advisors LLC
CLOSED02,573-2,573-100%$203.3K$0-$203.3K2026-10-29
Dara Capital US, Inc.
CLOSED01,959-1,959-100%$154.8K$0-$154.8K2026-10-29
Bayforest Capital Ltd
CLOSED01,426-1,426-100%$112.7K$0-$112.7K2026-11-03
AdvisorNet Financial, Inc
CLOSED0295-295-100%$23.3K$0-$23.3K2026-10-15
MCF Advisors LLC
CLOSED0280-280-100%$22.1K$0-$22.1K2026-10-28
Cornerstone Planning Group LLC
CLOSED0241-241-100%$18.2K$0-$18.2K2026-10-16
International Assets Investment Management, LLC
CLOSED0141-141-100%$10.7K$0-$10.7K2026-11-02
Ares Financial Consulting, LLC
CLOSED026-26-100%$2.1K$0-$2.1K2026-10-19
West Financial Advisors, LLC
CLOSED014-14-100%$1.1K$0-$1.1K2026-10-22
Bullseye Investment Management, LLC
CLOSED011-11-100%$869$0-$8692026-10-29
Essential Partners LLC
CLOSED05-5-100%$395$0-$3952026-10-14
Stone House Investment Management, LLC
CLOSED03-3-100%$237$0-$2372026-10-23
American Capital Advisory, LLC
CLOSED03-3-100%$238$0-$2382026-10-28
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Quaker Wealth Management, LLC
CLOSED02-2-100%$159$0-$1592026-10-22
Activest Wealth Management
CLOSED02-2-100%$158$0-$1582026-10-15
BlackRock, Inc.
N/A—10,806,724-10,806,724-100%$853.8M———
Jupiter Topco LLC
N/A—8,200,423-8,200,423-100%$647.9M———
Vanguard Capital Management LLC
N/A—5,107,532-5,107,532-100%$403.5M———
Vanguard Portfolio Management LLC
N/A—4,994,385-4,994,385-100%$394.6M———
Invesco Ltd.
N/A—4,309,771-4,309,771-100%$340.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,279,730-4,279,730-100%$338.1M———
State Street Corp
N/A—3,714,029-3,714,029-100%$293.5M———
Sculptor Capital LP
N/A—3,000,000-3,000,000-100%$237.0M———
JPMorgan Chase & Co
N/A—2,743,850-2,743,850-100%$230.8M———
Bank of Montreal
N/A—2,425,491-2,425,491-100%$191.6M———
Alliancebernstein L.P.
N/A—2,380,344-2,380,344-100%$205.1M———
Goldman Sachs Group Inc
N/A—1,781,608-1,781,608-100%$140.8M———
Arrowstreet Capital, Limited Partnership
N/A—1,716,621-1,716,621-100%$135.6M———
Boston Partners
N/A—1,554,990-1,554,990-100%$122.8M———
GW&K Investment Management, LLC
N/A—1,453,206-1,453,206-100%$114.8M———
Geneva Capital Management LLC
N/A—1,417,067-1,417,067-100%$112.0M———
Charles Schwab Investment Management Inc
N/A—1,246,322-1,246,322-100%$98.5M———
Quantinno Capital Management LP
N/A—1,219,098-1,219,098-100%$96.3M———
Norges Bank
N/A—1,127,051-1,127,051-100%$89.0M———
Fuller & Thaler Asset Management, Inc.
N/A—1,114,484-1,114,484-100%$88.1M———
Morgan Stanley
N/A—1,094,753-1,094,753-100%$86.5M———
Manufacturers Life Insurance Company, the
N/A—1,072,476-1,072,476-100%$84.7M———
BNP Paribas Asset Management Holding S.A.
N/A—1,027,808-1,027,808-100%$81.2M———
Wells Fargo & Company
N/A—996,617-996,617-100%$78.7M———
Price T Rowe Associates Inc
N/A—951,956-951,956-100%$75.2M———
Madison Avenue Partners, LP
N/A—935,216-935,216-100%$73.9M———
Paradigm Capital Management Inc
N/A—886,499-886,499-100%$70.0M———
Northern Trust Corp
N/A—880,633-880,633-100%$69.6M———
Global Alpha Capital Management Ltd.
N/A—856,616-856,616-100%$67.7M———
Vestal Point Capital, LP
N/A—850,000-850,000-100%$67.2M———
UBS Group AG
N/A—834,191-834,191-100%$65.9M———
FMR LLC
N/A—768,051-768,051-100%$60.7M———
Bank of America Corp
N/A—737,113-737,113-100%$58.2M———
Stephens Investment Management Group LLC
N/A—723,451-723,451-100%$57.2M———
Vanguard Fiduciary Trust Co
N/A—716,059-716,059-100%$56.6M———
Raymond James Financial Inc
N/A—695,745-695,745-100%$55.0M———
Clark Capital Management Group, Inc.
N/A—686,899-686,899-100%$54.3M———
American Capital Management Inc
N/A—653,072-653,072-100%$51.6M———
Capital World Investors
N/A—590,612-590,612-100%$46.7M———
Royal Bank of Canada
N/A—542,778-542,778-100%$42.9M———
Oberweis Asset Management Inc/
N/A—512,100-512,100-100%$40.5M———
Legal & General Group Plc
N/A—501,834-501,834-100%$39.7M———
Soleus Capital Management, L.P.
N/A—468,922-468,922-100%$37.0M———
Victory Capital Management Inc
N/A—442,389-442,389-100%$35.0M———
Envestnet Asset Management Inc
N/A—437,402-437,402-100%$34.6M———
First Trust Advisors LP
N/A—416,943-416,943-100%$32.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—409,705-409,705-100%$32.4M———
Holocene Advisors, LP
N/A—399,932-399,932-100%$31.6M———
SEI Investments Co
N/A—370,309-370,309-100%$29.3M———
Capital Impact Advisors, LLC
N/A—370,167-370,167-100%$29.2M———
Sirios Capital Management L P
N/A—355,019-355,019-100%$28.1M———
Bridgewater Associates, LP
N/A—351,974-351,974-100%$27.8M———
SG Americas Securities, LLC
N/A—324,663-324,663-100%$25.7M———
Sio Capital Management, LLC
N/A—301,816-301,816-100%$23.8M———
Segall Bryant & Hamill, LLC
N/A—300,334-300,334-100%$23.7M———
Champlain Investment Partners, LLC
N/A—290,878-290,878-100%$23.0M———
Rhumbline Advisers
N/A—284,942-284,942-100%$22.5M———
Gotham Asset Management, LLC
N/A—283,058-283,058-100%$22.4M———
Kennedy Capital Management LLC
N/A—278,707-278,707-100%$22.0M———
MetLife Investment Management, LLC
N/A—275,556-275,556-100%$21.8M———
Vaughan Nelson Investment Management, L.P.
N/A—271,497-271,497-100%$21.5M———
Lord, Abbett & Co. LLC
N/A—261,901-261,901-100%$20.7M———
Foresight Group Ltd Liability Partnership
N/A—254,030-254,030-100%$19.8M———
UBS Asset Management Americas LLC
N/A—250,823-250,823-100%$19.8M———
Glenmede Trust Co NA
N/A—244,308-244,308-100%$19.3M———
Varenne Capital Partners
N/A—238,200-238,200-100%$18.8M———
California Public Employees Retirement System
N/A—229,350-229,350-100%$18.1M———
Woodline Partners LP
N/A—226,640-226,640-100%$17.9M———
Swiss National Bank
N/A—226,077-226,077-100%$17.9M———
Gabelli Funds LLC
N/A—211,000-211,000-100%$16.7M———
Renaissance Technologies LLC
N/A—196,918-196,918-100%$15.6M———
State of Wisconsin Investment Board
N/A—195,611-195,611-100%$15.5M———
Susquehanna Portfolio Strategies, LLC
N/A—191,945-191,945-100%$15.2M———
Marshall Wace, LLP
N/A—188,541-188,541-100%$14.9M———
Natixis Advisors, LLC
N/A—188,363-188,363-100%$14.9M———
Nuveen, LLC
N/A—183,475-183,475-100%$14.5M———
Massachusetts Financial Services Co
N/A—177,598-177,598-100%$14.0M———
Public Employees Retirement Association of Colorado
N/A—176,593-176,593-100%$14.0M———
Bessemer Group Inc
N/A—175,808-175,808-100%$13.9M———
Leith Wheeler Investment Counsel Ltd.
N/A—174,934-174,934-100%$13.8M———
American Century Companies Inc
N/A—170,697-170,697-100%$13.5M———
WCM Investment Management, LLC
N/A—160,304-160,304-100%$13.5M———
Walleye Capital LLC
N/A—156,421-156,421-100%$12.4M———
Ameriprise Financial Inc
N/A—150,836-150,836-100%$11.9M———
Bellevue Group AG
N/A—146,108-146,108-100%$11.5M———
Defilade Capital Management, L.P.
N/A—139,637-139,637-100%$11.0M———
BNP Paribas Financial Markets
N/A—136,806-136,806-100%$10.8M———
Algert Global LLC
N/A—133,660-133,660-100%$10.6M———
California State Teachers Retirement System
N/A—130,700-130,700-100%$10.3M———
Gamco Investors, Inc. ET AL
N/A—129,217-129,217-100%$10.2M———
ArrowMark Colorado Holdings LLC
N/A—115,204-115,204-100%$9.1M———
Stifel Financial Corp
N/A—111,925-111,925-100%$8.8M———
Vanguard Asset Management, Ltd
N/A—106,697-106,697-100%$8.4M———
Van Eck Associates Corp
N/A—103,235-103,235-100%$8.2M———
Lazard Asset Management LLC
N/A—103,160-103,160-100%$8.2M———
Franklin Resources Inc
N/A—101,002-101,002-100%$8.0M———
Public Employees Retirement System of Ohio
N/A—100,510-100,510-100%$7.9M———
Teacher Retirement System of Texas
N/A—97,677-97,677-100%$7.7M———
BLI - Banque de Luxembourg Investments
N/A—94,900-94,900-100%$8.0M———
Jones Financial Companies Lllp
N/A—88,950-88,950-100%$7.7M———
FIL Ltd
N/A—87,655-87,655-100%$6.9M———
Sequoia Financial Advisors, LLC
N/A—80,753-80,753-100%$6.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—78,774-78,774-100%$6.2M———
State Board of Administration of Florida Retirement System
N/A—77,448-77,448-100%$6.1M———
New York State Common Retirement Fund
N/A—76,799-76,799-100%$6.1M———
Intech Investment Management LLC
N/A—74,161-74,161-100%$5.9M———
Hyperion Capital Advisors LP
N/A—71,476-71,476-100%$5.6M———
Adar1 Capital Management, LLC
N/A—70,100-70,100-100%$5.5M———
Danske Bank A/S
N/A—68,645-68,645-100%$5.4M———
DnB Asset Management AS
N/A—66,684-66,684-100%$5.3M———
Canada Life Assurance Co
N/A—65,584-65,584-100%$5.2M———
Rice Hall James & Associates, LLC
N/A—62,166-62,166-100%$4.9M———
Federation des caisses Desjardins du Quebec
N/A—58,976-58,976-100%$4.7M———
Public Sector Pension Investment Board
N/A—58,893-58,893-100%$4.7M———
Strategic Global Advisors, LLC
N/A—56,834-56,834-100%$4.5M———
State of Tennessee, Department of Treasury
N/A—56,546-56,546-100%$4.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—56,355-56,355-100%$4.5M———
Future Fund LLC
N/A—55,470-55,470-100%$4.4M———
Man Group plc
N/A—55,320-55,320-100%$4.4M———
Prudential Financial Inc
N/A—54,256-54,256-100%$4.3M———
One Capital Management, LLC
N/A—52,200-52,200-100%$4.5M———
Cetera Investment Advisers
N/A—51,719-51,719-100%$4.1M———
Police & Firemen's Retirement System of New Jersey
N/A—51,346-51,346-100%$4.1M———
Pathstone Holdings, LLC
N/A—49,859-49,859-100%$3.9M———
Vanguard Global Advisers, LLC
N/A—48,136-48,136-100%$3.8M———
Treasurer of the State of North Carolina
N/A—47,744-47,744-100%$3.8M———
Horizon Investments, LLC
N/A—47,454-47,454-100%$3.7M———
Osaic Holdings, Inc.
N/A—46,597-46,597-100%$3.7M———
Handelsbanken Fonder AB
N/A—43,897-43,897-100%$3.5K———
South Dakota Investment Council
N/A—43,621-43,621-100%$3.4M———
Voya Investment Management LLC
N/A—43,174-43,174-100%$3.4M———
Conscious Wealth Investments, LLC
N/A—43,097-43,097-100%$3.3M———
Canada Pension Plan Investment Board
N/A—40,800-40,800-100%$3.2M———
Homestead Advisers Corp
N/A—40,725-40,725-100%$3.2M———
Godshalk Welsh Capital Management, Inc.
N/A—40,000-40,000-100%$3.2M———
NewEdge Advisors, LLC
N/A—39,810-39,810-100%$3.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—38,575-38,575-100%$3.2M———
Ameritas Investment Partners, Inc.
N/A—37,674-37,674-100%$3.0M———
Teachers Retirement System of the State of Kentucky
N/A—36,715-36,715-100%$2.9M———
AQR Capital Management LLC
N/A—36,534-36,534-100%$2.9M———
Pacer Advisors, Inc.
N/A—35,250-35,250-100%$2.8M———
Wellington Management Group LLP
N/A—35,066-35,066-100%$2.8M———
Hantz Financial Services, Inc.
N/A—33,749-33,749-100%$2.7M———
Van Hulzen Asset Management, LLC
N/A—32,869-32,869-100%$2.6M———
Horizon Investment Services, LLC
N/A—31,778-31,778-100%$2.5M———
Janney Montgomery Scott LLC
N/A—30,715-30,715-100%$2.4M———
Focus Partners Wealth
N/A—30,064-30,064-100%$2.4M———
Susquehanna Fundamental Investments, LLC
N/A—29,803-29,803-100%$2.4M———
Schroder Investment Management Group
N/A—29,635-29,635-100%$2.5M———
Panagora Asset Management Inc
N/A—28,872-28,872-100%$2.3M———
Millennium Management LLC
N/A—28,835-28,835-100%$2.3M———
Primecap Management Co
N/A—28,725-28,725-100%$2.3M———
Intrepid Capital Management Inc
N/A—28,509-28,509-100%$2.3M———
Vanguard Investments Australia, Ltd.
N/A—28,447-28,447-100%$2.2M———
Ionic Capital Management LLC
N/A—27,796-27,796-100%$2.2M———
MML Investors Services, LLC
N/A—27,784-27,784-100%$2.2M———
Vela Investment Management, LLC
N/A—27,221-27,221-100%$2.2M———
New Age Alpha Advisors, LLC
N/A—25,605-25,605-100%$2.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—25,490-25,490-100%$2.0M———
KLP Kapitalforvaltning AS
N/A—25,475-25,475-100%$2.0M———
Prudential PLC
N/A—25,373-25,373-100%$2.0M———
Captrust Financial Advisors
N/A—25,072-25,072-100%$2.0M———
CIBC World Market Inc.
N/A—24,326-24,326-100%$1.9M———
Cerity Partners LLC
N/A—22,021-22,021-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—21,921-21,921-100%$1.7M———
Mercer Global Advisors Inc
N/A—21,811-21,811-100%$1.7M———
Polianta Ltd
N/A—21,000-21,000-100%$1.7K———
HighTower Advisors, LLC
N/A—20,586-20,586-100%$1.6M———
Broadhurst Jeffrey B
N/A—19,838-19,838-100%$1.6M———
Caprock Group, LLC
N/A—19,738-19,738-100%$1.6M———
Brevan Howard Capital Management LP
N/A—19,565-19,565-100%$1.5M———
Summit Trail Advisors, LLC
N/A—19,482-19,482-100%$1.5M———
XTX Topco Ltd
N/A—19,384-19,384-100%$1.5M———
USS Investment Management Ltd
N/A—19,100-19,100-100%$1.5M———
Susquehanna International Group, LLP
N/A—17,702-17,702-100%$1.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—17,691-17,691-100%$1.4M———
Pinnacle Financial Partners, Inc.
N/A—17,607-17,607-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—17,294-17,294-100%$1.4M———
F/m Investments LLC
N/A—16,769-16,769-100%$1.3M———
Emerald Mutual Fund Advisers Trust
N/A—16,440-16,440-100%$1.3M———
Precision Wealth Strategies, LLC
N/A—16,303-16,303-100%$1.3M———
Havemeyer Place LP
N/A—15,733-15,733-100%$1.2M———
Vanguard Personalized Indexing Management, LLC
N/A—14,869-14,869-100%$1.2M———
Magnetar Financial LLC
N/A—14,836-14,836-100%$1.2M———
Guggenheim Capital LLC
N/A—14,444-14,444-100%$1.1M———
Picton Mahoney Asset Management
N/A—14,433-14,433-100%$1.1M———
Tidal Investments LLC
N/A—14,357-14,357-100%$1.1M———
Allstate Corp
N/A—14,289-14,289-100%$1.1M———
Hunter Perkins Capital Management, LLC
N/A—14,244-14,244-100%$1.1K———
Advocacy Wealth Management, LLC
N/A—13,781-13,781-100%$1.1M———
Vestcor Inc
N/A—13,576-13,576-100%$1.1M———
Neuberger Berman Group LLC
N/A—13,214-13,214-100%$1.0M———
Engineers Gate Manager LP
N/A—12,949-12,949-100%$1.0M———
EP Wealth Advisors, LLC
N/A—11,993-11,993-100%$947.6K———
Employees Retirement System of Texas
N/A—11,856-11,856-100%$937.0K———
Elo Mutual Pension Insurance Co
N/A—11,504-11,504-100%$908.9K———
Nordea Investment Management AB
N/A—11,279-11,279-100%$877.1K———
Graham Capital Management, L.P.
N/A—11,129-11,129-100%$879.3K———
Landscape Capital Management, L.L.C.
N/A—11,035-11,035-100%$871.9K———
Legato Capital Management LLC
N/A—10,689-10,689-100%$844.5K———
Nicolet Bankshares Inc
N/A—10,581-10,581-100%$847.9K———
Inceptionr LLC
N/A—10,515-10,515-100%$830.8K———
Principal Securities, Inc.
N/A—10,335-10,335-100%$816.6K———
Azimuth Capital Investment Management LLC
N/A—9,658-9,658-100%$763.1K———
Summitry LLC
N/A—9,449-9,449-100%$746.6K———
Rothschild Investment LLC
N/A—9,420-9,420-100%$744.3K———
Northwestern Mutual Wealth Management Co
N/A—9,367-9,367-100%$740.1K———
Commerce Bank
N/A—9,352-9,352-100%$738.9K———
Empowered Funds, LLC
N/A—9,256-9,256-100%$731.3K———
Federated Hermes, Inc.
N/A—8,755-8,755-100%$691.7K———
Inspire Advisors, LLC
N/A—8,561-8,561-100%$676.3K———
D. E. Shaw & Co., Inc.
N/A—8,300-8,300-100%$655.8K———
Fiduciary Trust Co
N/A—8,181-8,181-100%$646.4K———
Syon Capital LLC
N/A—7,827-7,827-100%$618.4K———
Conservest Capital Advisors, Inc.
N/A—7,730-7,730-100%$610.7K———
Sanctuary Advisors, LLC
N/A—7,424-7,424-100%$586.6K———
Tower Research Capital LLC (TRC)
N/A—7,368-7,368-100%$582.1K———
M&T Bank Corp
N/A—7,225-7,225-100%$570.5K———
Marco Investment Management LLC
N/A—6,950-6,950-100%$549.1K———
Blair William & Co
N/A—6,865-6,865-100%$542.4K———
O'shaughnessy Asset Management, LLC
N/A—6,852-6,852-100%$541.4K———
Arax Advisory Partners
N/A—6,725-6,725-100%$531.3K———
Global Retirement Partners, LLC
N/A—6,591-6,591-100%$520.8K———
Ensign Peak Advisors, Inc
N/A—6,308-6,308-100%$498.4K———
Steward Partners Investment Advisory, LLC
N/A—6,276-6,276-100%$495.9K———
Kera Capital Partners, Inc.
N/A—6,250-6,250-100%$493.8K———
Caitlin John, LLC
N/A—6,063-6,063-100%$479.0K———
Ruane, Cunniff & Goldfarb L.P.
N/A—6,008-6,008-100%$474.7K———
Globeflex Capital L P
N/A—5,998-5,998-100%$473.9K———
Utah Retirement Systems
N/A—5,848-5,848-100%$462.1K———
Acadian Asset Management LLC
N/A—5,773-5,773-100%$454.0K———
Hanover Advisors Inc
N/A—5,580-5,580-100%$440.9K———
Coldstream Capital Management Inc
N/A—5,505-5,505-100%$435.0K———
&partners
N/A—5,472-5,472-100%$1.2M———
Hilltop Holdings Inc.
N/A—5,334-5,334-100%$421.4K———
Jane Street Group, LLC
N/A—5,298-5,298-100%$418.6K———
Envestnet Portfolio Solutions, Inc.
N/A—5,292-5,292-100%$418.1K———
BFC Planning, Inc.
N/A—5,279-5,279-100%$417.1K———
Evolve Private Wealth, LLC
N/A—5,258-5,258-100%$415.4K———
Optimize Financial Inc.
N/A—5,068-5,068-100%$400.4K———
Sound Capital Solutions LLC
N/A—5,068-5,068-100%$400.4K———
Cresset Asset Management, LLC
N/A—4,897-4,897-100%$386.9K———
Gateway Wealth Partners, LLC
N/A—4,551-4,551-100%$359.5K———
one8zero8, LLC
N/A—4,544-4,544-100%$359.0K———
Martingale Asset Management L P
N/A—4,446-4,446-100%$351.3K———
AlphaGrep UK Ltd
N/A—4,401-4,401-100%$347.7K———
Phoenix Financial Ltd.
N/A—4,300-4,300-100%$338.7K———
Mirabella Financial Services LLP
N/A—3,964-3,964-100%$313.2K———
FOX RUN Management, L.L.C.
N/A—3,842-3,842-100%$303.6K———
Dynamic Technology Lab Private Ltd
N/A—3,803-3,803-100%$300.0K———
Venturi Wealth Management, LLC
N/A—3,767-3,767-100%$297.6K———
Shelton Capital Management
N/A—3,677-3,677-100%$290.5K———
Integrated Wealth Concepts LLC
N/A—3,468-3,468-100%$274.0K———
Boothbay Fund Management, LLC
N/A—3,362-3,362-100%$265.6K———
OneDigital Investment Advisors LLC
N/A—3,337-3,337-100%$263.7K———
Blueshift Asset Management, LLC
N/A—3,321-3,321-100%$262.4K———
Cinctive Capital Management LP
N/A—3,281-3,281-100%$259.2K———
Fielder Capital Group LLC
N/A—3,266-3,266-100%$258.0K———
Flputnam Investment Management Co
N/A—2,982-2,982-100%$235.6K———
Banco Santander, S.A.
N/A—2,946-2,946-100%$232.8K———
Independent Advisor Alliance
N/A—2,919-2,919-100%$230.6K———
Optas, LLC
N/A—2,883-2,883-100%$227.8K———
Brand Asset Management Group, Inc.
N/A—2,862-2,862-100%$226.1K———
Arkadios Wealth Advisors
N/A—2,802-2,802-100%$221.4K———
Proficio Capital Partners LLC
N/A—2,755-2,755-100%$217.7K———
Claret Asset Management Corp
N/A—2,688-2,688-100%$212.0K———
Cambria Investment Management, L.P.
N/A—2,682-2,682-100%$211.9K———
Meiji Yasuda Asset Management Co Ltd.
N/A—2,633-2,633-100%$208.0K———
Callan Family Office, LLC
N/A—2,596-2,596-100%$205.1K———
Hurricane Capital Advisors LLC
N/A—2,215-2,215-100%$175.0K———
Smartleaf Asset Management LLC
N/A—2,100-2,100-100%$176.3K———
Advisors Asset Management, Inc.
N/A—1,682-1,682-100%$132.9K———
Atlantic Union Bankshares Corp
N/A—1,462-1,462-100%$115.5K———
Palouse Capital Management, Inc.
N/A—1,383-1,383-100%$109.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,134-1,134-100%$89.6K———
LRI Investments, LLC
N/A—1,004-1,004-100%$79.3K———
Investment Counsel Co of Nevada
N/A—1,000-1,000-100%$79.0K———
Huntington National Bank
N/A—798-798-100%$63.1K———
Measured Wealth Private Client Group, LLC
N/A—785-785-100%$62.0K———
Atlas Capital Advisors Inc.
N/A—722-722-100%$43.0K———
Whittier Trust Co of Nevada Inc
N/A—671-671-100%$52.9K———
Quarry LP
N/A—612-612-100%$48.4K———
Park Place Capital Corp
N/A—584-584-100%$46.1K———
Whittier Trust Co
N/A—562-562-100%$45.2K———
LOS Angeles Capital Management LLC
N/A—501-501-100%$39.6K———
Elequin Capital, LP
N/A—493-493-100%$39.0K———
Wellington-Altus USA Inc.
N/A—484-484-100%$41.7K———
Strategic Wealth Partners, Ltd.
N/A—415-415-100%$32.8K———
Nomura Asset Management Co LTD
N/A—410-410-100%$32.4K———
Continuum Advisory, LLC
N/A—319-319-100%$25.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—276-276-100%$21.8K———
Basecamp Wealth Advisors LLC
N/A—253-253-100%$20.0K———
NFJ Investment Group, LLC
N/A—225-225-100%$17.8K———
Harbour Investments, Inc.
N/A—217-217-100%$17.1K———
Transamerica Financial Advisors, LLC
N/A—216-216-100%$17.1K———
IFG Advisory, LLC
N/A—210-210-100%$16.6K———
Fiduciary Financial Advisors
N/A—142-142-100%$11.1K———
Smithfield Trust Co
N/A—130-130-100%$10———
Ritter Daniher Financial Advisory LLC / de
N/A—127-127-100%$10.0K———
WealthCollab, LLC
N/A—127-127-100%$10.0K———
Wiser Advisor Group LLC
N/A—122-122-100%$9.6K———
Colonial Trust Co / SC
N/A—120-120-100%$9.5K———
Sachetta, LLC
N/A—113-113-100%$8.9K———
Kilter Group LLC
N/A—106-106-100%$8.4K———
Geneos Wealth Management Inc.
N/A—90-90-100%$7.1K———
LGT Financial Advisors LLC
N/A—84-84-100%$6.6K———
JPL Wealth Management, LLC
N/A—84-84-100%$6.6K———
Quent Capital, LLC
N/A—80-80-100%$6.3K———
Bogart Wealth, LLC
N/A—79-79-100%$6.2K———
Greykasell Wealth Strategies, Inc.
N/A—79-79-100%$6.2K———
Cetera Trust Company, N.a
N/A—70-70-100%$5.5K———
MidFirst Bank
N/A—64-64-100%$5.1K———
CVA Family Office, LLC
N/A—60-60-100%$4.7K———
Tidemark, LLC
N/A—56-56-100%$4.4K———
Truvestments Capital LLC
N/A—50-50-100%$4.0K———
Delta Asset Management LLC
N/A—45-45-100%$3.6K———
Johnson Financial Group, Inc.
N/A—33-33-100%$2.6K———
Keating Financial Advisory Services, Inc.
N/A—22-22-100%$1.7K———
Anchor Bay Capital, Inc.
N/A—19-19-100%$1.6K———
FWL Investment Management, LLC
N/A—17-17-100%$1.3K———
SHP Wealth Management
N/A—16-16-100%$1.3K———
Swan Capital LLC
N/A—15-15-100%$1.2K———
Park Square Financial Group, LLC
N/A—15-15-100%$1.2K———
Rialto Wealth Management, LLC
N/A—12-12-100%$949———
Cornerstone Financial Management LLC
N/A—11-11-100%$869———
Glen Eagle Advisors, LLC
N/A—10-10-100%$790———
HFM Investment Advisors, LLC
N/A—9-9-100%$712———
SouthState Bank Corp
N/A—7-7-100%$554———
Strive Financial Group,LLC
N/A—6-6-100%$474———
USA Financial Formulas
N/A—5-5-100%$395———
Vision Retirement, LLC
N/A—5-5-100%$395———
Investors Portfolio Services LLC
N/A—3-3-100%$237———
Godfrey Financial Associates, Inc.
N/A—3-3-100%$237———
Showing 652 of 652 institutions