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Hercules Capital Inc (HTGC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sound Income Strategies, LLC
INCREASED
Shares3,777,695 from 3,667,518
Change+110,177 (+3%)
Value$62.5M (+$4.7M)
Filed 2026-10-09
Muzinich & Co., Inc.
INCREASED
Shares1,455,235 from 1,357,013
Change+98,222 (+7%)
Value$24.5M (+$3.1M)
Filed 2026-10-22
Tectonic Advisors LLC
INCREASED
Shares1,101,790 from 1,006,408
Change+95,382 (+9%)
Value$18.5M (+$2.7M)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares1,047,257 from 1,027,434
Change+19,823 (+2%)
Value$17.6M (+$1.4M)
Filed 2026-10-29
Gilman Hill Asset Management, LLC
INCREASED
Shares649,397 from 646,682
Change+2,715 (+0%)
Value$10.9M (+$718.2K)
Filed 2026-10-13
Border to Coast Pensions Partnership Ltd
UNCHANGED
Shares600,000 from 600,000
Change0 (0%)
Value$10.1K (-$9.4M)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares332,601 from 335,890
Change-3,289 (-1%)
Value$5.6M (+$294.0K)
Filed 2026-10-28
Confluence Investment Management LLC
INCREASED
Shares283,759 from 276,182
Change+7,577 (+3%)
Value$4.8M (+$414.6K)
Filed 2026-10-01
Independent Financial Group, LLC
INCREASED
Shares241,026 from 139,458
Change+101,568 (+73%)
Value$4.1M (+$1.9M)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares209,194 from 207,786
Change+1,408 (+1%)
Value$3.5M (+$239.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares203,292 from 182,643
Change+20,649 (+11%)
Value$3.4M (+$537.1K)
Filed 2026-11-02
Taylor Frigon Capital Management LLC
INCREASED
Shares162,073 from 160,722
Change+1,351 (+1%)
Value$2.7M (+$189.9K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares154,830 from 152,377
Change+2,453 (+2%)
Value$2.6M (+$199.7K)
Filed 2026-10-23
Riverbridge Partners LLC
INCREASED
Shares146,991 from 90,993
Change+55,998 (+62%)
Value$2.5M (+$1.0M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares135,553 from 156,212
Change-20,659 (-13%)
Value$2.3M (-$184.0K)
Filed 2026-11-02
Prevail Innovative Wealth Advisors, LLC
NEW
Shares131,888
Change+131,888
Value$2.2M
Filed 2026-10-20
Triad Investment Management
INCREASED
Shares131,661 from 125,009
Change+6,652 (+5%)
Value$2.2M (+$241.8K)
Filed 2026-10-13
Elemental Capital Partners LLC
INCREASED
Shares124,780 from 120,680
Change+4,100 (+3%)
Value$2.1M (+$194.4K)
Filed 2026-10-14
Bank of New York Mellon Corp
DECREASED
Shares116,916 from 131,115
Change-14,199 (-11%)
Value$2.0M (-$102.3K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED
Shares116,126 from 108,546
Change+7,580 (+7%)
Value$2.0M (+$240.3K)
Filed 2026-10-21
Mather Group, Llc.
DECREASED
Shares104,229 from 104,925
Change-696 (-1%)
Value$1.8M (+$97.4K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares101,786 from 88,450
Change+13,336 (+15%)
Value$1.7M (+$316.1K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares98,728 from 92,193
Change+6,535 (+7%)
Value$1.7M (+$205.7K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares93,080 from 98,614
Change-5,534 (-6%)
Value$1.6M (+$9.5K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares92,782 from 92,379
Change+403 (+0%)
Value$1.6M (+$102.8K)
Filed 2026-10-14
Whipplewood Advisors, LLC
INCREASED
Shares92,707 from 83,463
Change+9,244 (+11%)
Value$1.6M (+$242.2K)
Filed 2026-10-20
Secure Asset Management, LLC
INCREASED
Shares82,333 from 77,837
Change+4,496 (+6%)
Value$1.4M (+$156.5K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares80,327 from 60,100
Change+20,227 (+34%)
Value$1.3M (+$388.9K)
Filed 2026-11-02
Naples Global Advisors, LLC
DECREASED
Shares79,679 from 82,584
Change-2,905 (-4%)
Value$1.3M (+$37.1K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares78,024 from 74,477
Change+3,547 (+5%)
Value$1.3M (+$137.1K)
Filed 2026-11-02
Romano Brothers and Company
DECREASED
Shares75,856 from 76,036
Change-180 (0%)
Value$1.3M (+$76.1K)
Filed 2026-10-22
Imc-Chicago, LLC
INCREASED
Shares75,015 from 51,011
Change+24,004 (+47%)
Value$1.3M (+$456.6K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares73,946 from 79,383
Change-5,437 (-7%)
Value$1.2M (-$47.1K)
Filed 2026-10-13
Abundance Wealth Counselors
INCREASED
Shares69,927 from 63,780
Change+6,147 (+10%)
Value$1.2M (+$169.7K)
Filed 2026-10-26
Cordoba Advisory Partners LLC
DECREASED
Shares69,072 from 70,950
Change-1,878 (-3%)
Value$1.2M (+$42.4K)
Filed 2026-10-19
Delphi Management Inc
DECREASED
Shares66,918 from 68,080
Change-1,162 (-2%)
Value$1.1M (+$51.0K)
Filed 2026-11-05
Closed-End Fund Advisors, Inc.
INCREASED
Shares64,283 from 49,193
Change+15,090 (+31%)
Value$1.1M (+$304.8K)
Filed 2026-11-04
Wealth Architects, LLC
INCREASED
Shares62,936 from 27,460
Change+35,476 (+129%)
Value$1.1M (+$624.9K)
Filed 2026-11-03
Tred Avon Family Wealth, LLC
DECREASED
Shares62,047 from 65,337
Change-3,290 (-5%)
Value$1.0M (+$12.6K)
Filed 2026-10-20
Mcdonald Partners LLC
INCREASED
Shares62,000 from 48,000
Change+14,000 (+29%)
Value$1.0M (+$285.3K)
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares61,803 from 50,369
Change+11,434 (+23%)
Value$1.0M (+$244.6K)
Filed 2026-10-23
Left Brain Wealth Management, LLC
INCREASED
Shares60,722 from 25,358
Change+35,364 (+139%)
Value$1.0M (+$620.8K)
Filed 2026-10-28
SMH Capital Advisors Inc
INCREASED
Shares59,906 from 59,466
Change+440 (+1%)
Value$1.0M (+$69.2K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares59,332 from 57,858
Change+1,474 (+3%)
Value$997.4K (+$85.0K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares51,471 from 33,729
Change+17,742 (+53%)
Value$865.2K (+$333.3K)
Filed 2026-10-13
J.M. Arbour, LLC
INCREASED
Shares48,669 from 45,604
Change+3,065 (+7%)
Value$818.1K (+$99.0K)
Filed 2026-11-05
Commerce Advisors, LLC
DECREASED
Shares45,254 from 45,754
Change-500 (-1%)
Value$760.7K (+$39.2K)
Filed 2026-10-19
Mirador Capital Partners LP
INCREASED
Shares44,858 from 44,414
Change+444 (+1%)
Value$754.1K (+$53.7K)
Filed 2026-10-09
Eagle Global Advisors LLC
INCREASED
Shares44,020 from 37,370
Change+6,650 (+18%)
Value$740.0K (+$150.7K)
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares43,237 from 43,516
Change-279 (-1%)
Value$726.8K (+$40.6K)
Filed 2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED
Shares40,565 from 40,565
Change0 (0%)
Value$681.9K (+$42.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares39,734 from 37,745
Change+1,989 (+5%)
Value$667.9K (+$72.7K)
Filed 2026-10-08
Access Investment Management LLC
UNCHANGED
Shares38,200 from 38,200
Change0 (0%)
Value$642.1K (+$39.7K)
Filed 2026-10-23
Quadrant Capital Group LLC
INCREASED
Shares38,161 from 38,122
Change+39 (+0%)
Value$625.8K (+$24.7K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares37,194 from 37,146
Change+48 (+0%)
Value$625.2K (+$39.4K)
Filed 2026-11-05
Haven Private, LLC
DECREASED
Shares33,869 from 35,485
Change-1,616 (-5%)
Value$569.3K (+$9.7K)
Filed 2026-10-27
Americana Partners, LLC
UNCHANGED
Shares32,250 from 32,250
Change0 (0%)
Value$542.1K (+$33.5K)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares31,652 from 31,652
Change0 (0%)
Value$532.1K (+$32.9K)
Filed 2026-10-27
Investment Research Partners LLC
INCREASED
Shares30,613 from 25,777
Change+4,836 (+19%)
Value$514.6K (+$108.1K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares29,898 from 29,075
Change+823 (+3%)
Value$502.6K (+$44.1K)
Filed 2026-10-26
Penbrook Management LLC
INCREASED
Shares29,786 from 29,387
Change+399 (+1%)
Value$500.7K (+$37.3K)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares29,513 from 4,465
Change+25,048 (+561%)
Value$490.8K (+$420.4K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares29,246 from 29,246
Change0 (0%)
Value$491.6K (+$30.4K)
Filed 2026-10-21
Future Financial Wealth Managment LLC
INCREASED
Shares28,925 from 28,175
Change+750 (+3%)
Value$486.2K (+$45.6K)
Filed 2026-10-15
Monument Capital Management
DECREASED
Shares28,750 from 30,442
Change-1,692 (-6%)
Value$483.3K (+$3.2K)
Filed 2026-10-09
ProShare Advisors LLC
DECREASED
Shares28,560 from 32,250
Change-3,690 (-11%)
Value$480.1K (-$28.5K)
Filed 2026-10-29
MacKenzie Financial Corp
INCREASED
Shares28,237 from 28,125
Change+112 (+0%)
Value$474.7K (+$31.1K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares27,336 from 20,192
Change+7,144 (+35%)
Value$459.5K (+$141.1K)
Filed 2026-10-16
Balboa Wealth Partners
DECREASED
Shares26,977 from 27,977
Change-1,000 (-4%)
Value$453.5K (+$12.3K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares26,804 from 28,260
Change-1,456 (-5%)
Value$450.6K (+$4.9K)
Filed 2026-10-30
RMR Wealth Builders
INCREASED
Shares26,771 from 26,068
Change+703 (+3%)
Value$450.0K (+$38.9K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
NEW
Shares26,311
Change+26,311
Value$442.3K
Filed 2026-10-13
BigSur Wealth Management LLC
DECREASED
Shares26,300 from 26,500
Change-200 (-1%)
Value$442.1K (+$24.2K)
Filed 2026-10-13
Core Wealth Partners LLC
INCREASED
Shares25,992 from 24,153
Change+1,839 (+8%)
Value$436.9K (+$56.0K)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares24,743 from 42,824
Change-18,081 (-42%)
Value$415.9K (-$259.4K)
Filed 2026-10-30
Adirondack Trust Co
INCREASED
Shares24,674 from 24,000
Change+674 (+3%)
Value$414.5K (+$36.0K)
Filed 2026-10-14
Summit Global Investments
UNCHANGED
Shares24,200 from 24,200
Change0 (0%)
Value$407.0K (+$25.0K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares23,960 from 23,858
Change+102 (+0%)
Value$399.2K (+$22.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares23,960 from 23,858
Change+102 (+0%)
Value$399.2K (+$22.5K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares23,628 from 23,628
Change0 (0%)
Value$397.2K (+$24.6K)
Filed 2026-11-04
Accredited Investors Inc.
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$386.6K (+$23.9K)
Filed 2026-11-03
GEN Financial Management, Inc.
DECREASED
Shares21,902 from 76,382
Change-54,480 (-71%)
Value$368.2K (-$836.4K)
Filed 2026-10-13
HUB Investment Partners, LLC
NEW
Shares21,360
Change+21,360
Value$359.1K
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares21,239 from 21,484
Change-245 (-1%)
Value$357.0K (+$18.2K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares21,110 from 20,945
Change+165 (+1%)
Value$354.9K (+$24.6K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares21,061 from 26,713
Change-5,652 (-21%)
Value$354.1K (-$67.2K)
Filed 2026-11-02
Intrua Financial, LLC
INCREASED
Shares21,015 from 18,674
Change+2,341 (+13%)
Value$353.3K (+$58.8K)
Filed 2026-10-28
Madison Park Capital Advisors, LLC
INCREASED
Shares20,000 from 15,056
Change+4,944 (+33%)
Value$336.2K (-$452)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares19,902 from 15,602
Change+4,300 (+28%)
Value$334.6K (+$88.5K)
Filed 2026-10-23
Fiduciary Alliance LLC
INCREASED
Shares18,532 from 14,032
Change+4,500 (+32%)
Value$311.5K (+$90.2K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
NEW
Shares18,329
Change+18,329
Value$300.8K
Filed 2026-10-27
CMH Wealth Management LLC
DECREASED
Shares18,270 from 46,270
Change-28,000 (-61%)
Value$307.1K (-$422.6K)
Filed 2026-10-22
ShoreHaven Wealth Partners, LLC
NEW
Shares16,000
Change+16,000
Value$269.0K
Filed 2026-10-16
Vaquero Private Wealth, LTD
INCREASED
Shares15,775 from 15,493
Change+282 (+2%)
Value$265.2K (+$20.9K)
Filed 2026-10-27
Avail Investment Partners, LLC
INCREASED
Shares15,235 from 12,325
Change+2,910 (+24%)
Value$256.1K (+$61.7K)
Filed 2026-10-16
Advisory Solutions Group, LLC
INCREASED
Shares15,145 from 15,021
Change+124 (+1%)
Value$254.6K (+$17.7K)
Filed 2026-10-14
KFG Wealth Management, LLC
INCREASED
Shares14,981 from 14,335
Change+646 (+5%)
Value$251.8K (+$25.8K)
Filed 2026-10-16
Invested Advisors
INCREASED
Shares14,963 from 13,452
Change+1,511 (+11%)
Value$251.5K (+$39.4K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares14,676 from 13,456
Change+1,220 (+9%)
Value$246.7K (+$34.5K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares14,482 from 14,289
Change+193 (+1%)
Value$243.4K (+$18.1K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares14,441
Change+14,441
Value$253.9K
Filed 2026-11-03
Beaumont Financial Advisors, LLC
UNCHANGED
Shares14,047 from 14,047
Change0 (0%)
Value$236.1K (+$14.6K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares13,862 from 14,972
Change-1,110 (-7%)
Value$233.0K (-$3.1K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares13,580 from 12,732
Change+848 (+7%)
Value$228.0K (+$27.0K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares12,853 from 9,126
Change+3,727 (+41%)
Value$216.1K (+$72.1K)
Filed 2026-10-23
Fulton Bank, N.A.
UNCHANGED
Shares12,817 from 12,817
Change0 (0%)
Value$215.5K (+$13.3K)
Filed 2026-10-14
Chung Wu Investment Group, LLC
DECREASED
Shares12,678 from 12,978
Change-300 (-2%)
Value$213.1K (+$8.5K)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares12,614 from 12,616
Change-2 (0%)
Value$212.0K (+$13.1K)
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
NEW
Shares12,600
Change+12,600
Value$211.8K
Filed 2026-10-26
Register Financial Advisors LLC
INCREASED
Shares12,446 from 12,419
Change+27 (+0%)
Value$209.2K (+$13.4K)
Filed 2026-10-23
Colonial River Investments, LLC
INCREASED
Shares12,227 from 11,877
Change+350 (+3%)
Value$205.5K (+$18.2K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$201.7K (+$12.5K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares11,327 from 13,133
Change-1,806 (-14%)
Value$190.4K (-$16.7K)
Filed 2026-10-30
Capital Investment Advisors, LLC
NEW
Shares10,778
Change+10,778
Value$181.2K
Filed 2026-10-22
Davenport & Co LLC
NEW
Shares10,444
Change+10,444
Value$175.6K
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares10,293 from 10,182
Change+111 (+1%)
Value$173.0K (+$12.5K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares10,032 from 10,032
Change0 (0%)
Value$168.6K (+$10.4K)
Filed 2026-10-23
Essential Investment Partners LLC
NEW
Shares9,584
Change+9,584
Value$161.1K
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares8,749
Change+8,749
Value$147.1K
Filed 2026-11-03
Inspire Investing, LLC
INCREASED
Shares8,541 from 8,233
Change+308 (+4%)
Value$143.6K (+$13.7K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
INCREASED
Shares7,942 from 7,916
Change+26 (+0%)
Value$133.5K (+$8.7K)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares7,473
Change+7,473
Value$125.6K
Filed 2026-10-27
State of Alaska, Department of Revenue
DECREASED
Shares7,441 from 7,821
Change-380 (-5%)
Value$125 (-$122.9K)
Filed 2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED
Shares6,449 from 6,449
Change0 (0%)
Value$17.2M (+$930.8K)
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$92.5K (+$5.7K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares5,400 from 4,000
Change+1,400 (+35%)
Value$90.8K (+$27.7K)
Filed 2026-10-15
Kozak & Associates, Inc.
INCREASED
Shares4,816 from 3,702
Change+1,114 (+30%)
Value$80.0K (+$21.1K)
Filed 2026-10-29
Advocate Investing Services LLC
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$71.3K (+$4.4K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
INCREASED
Shares4,199 from 4,100
Change+99 (+2%)
Value$70.6K (+$5.9K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares3,898 from 2,881
Change+1,017 (+35%)
Value$65.5K (+$20.1K)
Filed 2026-10-20
Bayforest Capital Ltd
NEW
Shares3,875
Change+3,875
Value$65.1K
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares3,811 from 3,811
Change0 (0%)
Value$64.1K (+$4.0K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares3,654 from 6,429
Change-2,775 (-43%)
Value$61.4K (-$40.0K)
Filed 2026-11-04
Security National Bank
UNCHANGED
Shares3,508 from 3,508
Change0 (0%)
Value$59.0K (+$3.6K)
Filed 2026-10-26
Richardson Capital Management LLC
NEW
Shares3,353
Change+3,353
Value$56.4K
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,322 from 3,322
Change0 (0%)
Value$55.8K (+$3.5K)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$48.7K (+$3.0K)
Filed 2026-10-30
Fortitude Family Office, LLC
NEW
Shares2,381
Change+2,381
Value$40.0K
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares2,376 from 997
Change+1,379 (+138%)
Value$39.9K (+$24.2K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares2,171 from 2,357
Change-186 (-8%)
Value$36.5K (-$675)
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares2,051 from 2,047
Change+4 (+0%)
Value$34.5K (+$2.2K)
Filed 2026-11-05
Larson Financial Group LLC
NEW
Shares1,850
Change+1,850
Value$31.1K
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$31.0K (+$1.9K)
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$29.4K (+$1.8K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares1,712 from 1,675
Change+37 (+2%)
Value$29 (+$3)
Filed 2026-10-02
Assetmark, Inc
INCREASED
Shares1,316 from 1,078
Change+238 (+22%)
Value$22.1K (+$5.1K)
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$21.9K (+$1.4K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
INCREASED
Shares1,099 from 1,095
Change+4 (+0%)
Value$18.5K (+$1.2K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares984 from 976
Change+8 (+1%)
Value$16.5K (+$1.1K)
Filed 2026-10-26
Bank of New Hampshire
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$10.1K (+$624)
Filed 2026-10-06
Pathway Financial Advisers, LLC
NEW
Shares577
Change+577
Value$9.7K
Filed 2026-10-27
Vision Financial Markets LLC
DECREASED
Shares570 from 695
Change-125 (-18%)
Value$9.6K (-$1.4K)
Filed 2026-10-22
Valley National Advisers Inc
DECREASED
Shares556 from 656
Change-100 (-15%)
Value$9.3K (-$999)
Filed 2026-10-23
Signature Equity Partners, LLC
NEW
Shares533
Change+533
Value$9.0K
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
NEW
Shares500
Change+500
Value$8.4K
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$6.9K (+$429)
Filed 2026-10-21
Kennebec Savings Bank
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$5.3K (+$327)
Filed 2026-10-22
Signature Resources Capital Management, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$4.6K (+$286)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares253 from 246
Change+7 (+3%)
Value$4.3K (+$373)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
NEW
Shares244
Change+244
Value$4.1K
Filed 2026-10-27
TD Waterhouse Canada Inc.
DECREASED
Shares225 from 425
Change-200 (-47%)
Value$3.8K (-$2.9K)
Filed 2026-10-16
Elyxium Wealth, LLC
NEW
Shares219
Change+219
Value$3.7K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$3.4K (+$213)
Filed 2026-10-30
Asset Dedication, LLC
DECREASED
Shares200 from 756
Change-556 (-74%)
Value$3.4K (-$8.6K)
Filed 2026-11-03
Roxbury Financial LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$2.7K (+$167)
Filed 2026-10-01
Clark Wealth Partners
NEW
Shares89
Change+89
Value$1.5K
Filed 2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.1K (+$69)
Filed 2026-11-03
West Financial Advisors, LLC
INCREASED
Shares59 from 57
Change+2 (+4%)
Value$989 (+$83)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$963 (+$60)
Filed 2026-11-02
Hager Investment Management Services, LLC
INCREASED
Shares56 from 55
Change+1 (+2%)
Value$943 (+$79)
Filed 2026-11-04
Ares Financial Consulting, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$35 (+$3)
Filed 2026-10-19
Jefferies Financial Group Inc.
CLOSED
Shares0 from 16,884
Change-16,884 (-100%)
Value$0 (-$266.3K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-13
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 1,361
Change-1,361 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-09
Citigroup Inc
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-04
William B. Walkup & Associates, Inc.
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$378)
Filed 2026-10-29
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Van Eck Associates Corp
N/A
Shares— from 3,877,634
Change-3,877,634 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,937,122
Change-2,937,122 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,645,744
Change-2,645,744 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 2,507,600
Change-2,507,600 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,265,824
Change-2,265,824 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,857,272
Change-1,857,272 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,812,484
Change-1,812,484 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,681,333
Change-1,681,333 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,383,905
Change-1,383,905 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,373,460
Change-1,373,460 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 924,105
Change-924,105 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 919,542
Change-919,542 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 837,561
Change-837,561 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 776,606
Change-776,606 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 735,367
Change-735,367 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 694,341
Change-694,341 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 613,003
Change-613,003 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 553,874
Change-553,874 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 532,094
Change-532,094 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 486,419
Change-486,419 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 485,156
Change-485,156 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 460,546
Change-460,546 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 338,271
Change-338,271 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 329,090
Change-329,090 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 304,573
Change-304,573 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 291,401
Change-291,401 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 264,223
Change-264,223 (-100%)
Value—
State Street Corp
N/A
Shares— from 262,521
Change-262,521 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 259,640
Change-259,640 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 257,002
Change-257,002 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 249,039
Change-249,039 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 232,700
Change-232,700 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 230,585
Change-230,585 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 217,753
Change-217,753 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 217,666
Change-217,666 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 211,479
Change-211,479 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 210,633
Change-210,633 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 202,990
Change-202,990 (-100%)
Value—
Blair William & Co
N/A
Shares— from 191,193
Change-191,193 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 190,914
Change-190,914 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 190,911
Change-190,911 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 190,536
Change-190,536 (-100%)
Value—
Barclays PLC
N/A
Shares— from 162,909
Change-162,909 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 148,753
Change-148,753 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 147,847
Change-147,847 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 145,812
Change-145,812 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 142,459
Change-142,459 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 135,293
Change-135,293 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 127,130
Change-127,130 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 127,081
Change-127,081 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 126,219
Change-126,219 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 125,185
Change-125,185 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 123,665
Change-123,665 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 121,219
Change-121,219 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 112,020
Change-112,020 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 111,649
Change-111,649 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 111,276
Change-111,276 (-100%)
Value—
&partners
N/A
Shares— from 108,620
Change-108,620 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 107,436
Change-107,436 (-100%)
Value—
Natixis
N/A
Shares— from 98,292
Change-98,292 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 96,700
Change-96,700 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 92,906
Change-92,906 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 87,346
Change-87,346 (-100%)
Value—
S&T Bank
N/A
Shares— from 82,175
Change-82,175 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 81,135
Change-81,135 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 79,479
Change-79,479 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 79,336
Change-79,336 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 77,178
Change-77,178 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 72,945
Change-72,945 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 69,304
Change-69,304 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 66,395
Change-66,395 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 64,189
Change-64,189 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 62,901
Change-62,901 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 60,238
Change-60,238 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 59,991
Change-59,991 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 59,728
Change-59,728 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 58,422
Change-58,422 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 56,448
Change-56,448 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 55,666
Change-55,666 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 49,417
Change-49,417 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 47,148
Change-47,148 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 43,135
Change-43,135 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 43,058
Change-43,058 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 42,476
Change-42,476 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 41,230
Change-41,230 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 40,877
Change-40,877 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 38,413
Change-38,413 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 37,965
Change-37,965 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,871
Change-37,871 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 37,451
Change-37,451 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,265
Change-37,265 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 33,189
Change-33,189 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 30,045
Change-30,045 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 29,586
Change-29,586 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 29,099
Change-29,099 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 27,681
Change-27,681 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 26,802
Change-26,802 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 26,124
Change-26,124 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 25,577
Change-25,577 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,410
Change-25,410 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 24,503
Change-24,503 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 23,872
Change-23,872 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 22,554
Change-22,554 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 22,182
Change-22,182 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,948
Change-21,948 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 21,881
Change-21,881 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 20,562
Change-20,562 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 18,993
Change-18,993 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,150
Change-16,150 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 16,149
Change-16,149 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 15,293
Change-15,293 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 15,185
Change-15,185 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 14,816
Change-14,816 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,805
Change-14,805 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,716
Change-14,716 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 14,381
Change-14,381 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,598
Change-13,598 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 12,150
Change-12,150 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,936
Change-11,936 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 11,896
Change-11,896 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 11,548
Change-11,548 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,928
Change-10,928 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,638
Change-10,638 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 10,317
Change-10,317 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 9,009
Change-9,009 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 985
Change-985 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 831
Change-831 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 625
Change-625 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 517
Change-517 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 432
Change-432 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 312
Change-312 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
EFG International AG
N/A
Shares— from 193
Change-193 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 24
Change-24 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Sound Income Strategies, LLC
INCREASED3,777,6953,667,518+110,177+3%$57.8M$62.5M+$4.7M2026-10-09
Muzinich & Co., Inc.
INCREASED1,455,2351,357,013+98,222+7%$21.4M$24.5M+$3.1M2026-10-22
Tectonic Advisors LLC
INCREASED1,101,7901,006,408+95,382+9%$15.9M$18.5M+$2.7M2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED1,047,2571,027,434+19,823+2%$16.2M$17.6M+$1.4M2026-10-29
Gilman Hill Asset Management, LLC
INCREASED649,397646,682+2,715+0%$10.2M$10.9M+$718.2K2026-10-13
Border to Coast Pensions Partnership Ltd
UNCHANGED600,000600,00000%$9.5M$10.1K-$9.4M2026-10-09
D.A. Davidson & Co.
DECREASED332,601335,890-3,289-1%$5.3M$5.6M+$294.0K2026-10-28
Confluence Investment Management LLC
INCREASED283,759276,182+7,577+3%$4.4M$4.8M+$414.6K2026-10-01
Independent Financial Group, LLC
INCREASED241,026139,458+101,568+73%$2.2M$4.1M+$1.9M2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED209,194207,786+1,408+1%$3.3M$3.5M+$239.8K2026-11-05
Commonwealth Equity Services, LLC
INCREASED203,292182,643+20,649+11%$2.9M$3.4M+$537.1K2026-11-02
Taylor Frigon Capital Management LLC
INCREASED162,073160,722+1,351+1%$2.5M$2.7M+$189.9K2026-10-23
Apollon Wealth Management, LLC
INCREASED154,830152,377+2,453+2%$2.4M$2.6M+$199.7K2026-10-23
Riverbridge Partners LLC
INCREASED146,99190,993+55,998+62%$1.4M$2.5M+$1.0M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED135,553156,212-20,659-13%$2.5M$2.3M-$184.0K2026-11-02
Prevail Innovative Wealth Advisors, LLC
NEW131,888—+131,888——$2.2M—2026-10-20
Triad Investment Management
INCREASED131,661125,009+6,652+5%$2.0M$2.2M+$241.8K2026-10-13
Elemental Capital Partners LLC
INCREASED124,780120,680+4,100+3%$1.9M$2.1M+$194.4K2026-10-14
Bank of New York Mellon Corp
DECREASED116,916131,115-14,199-11%$2.1M$2.0M-$102.3K2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED116,126108,546+7,580+7%$1.7M$2.0M+$240.3K2026-10-21
Mather Group, Llc.
DECREASED104,229104,925-696-1%$1.7M$1.8M+$97.4K2026-10-14
Lido Advisors, LLC
INCREASED101,78688,450+13,336+15%$1.4M$1.7M+$316.1K2026-11-04
Creative Planning
INCREASED98,72892,193+6,535+7%$1.5M$1.7M+$205.7K2026-11-02
Nations Financial Group Inc,
DECREASED93,08098,614-5,534-6%$1.6M$1.6M+$9.5K2026-11-05
Triumph Capital Management
INCREASED92,78292,379+403+0%$1.5M$1.6M+$102.8K2026-10-14
Whipplewood Advisors, LLC
INCREASED92,70783,463+9,244+11%$1.3M$1.6M+$242.2K2026-10-20
Secure Asset Management, LLC
INCREASED82,33377,837+4,496+6%$1.2M$1.4M+$156.5K2026-10-19
International Assets Investment Management, LLC
INCREASED80,32760,100+20,227+34%$947.8K$1.3M+$388.9K2026-11-02
Naples Global Advisors, LLC
DECREASED79,67982,584-2,905-4%$1.3M$1.3M+$37.1K2026-11-05
Kestra Advisory Services, LLC
INCREASED78,02474,477+3,547+5%$1.2M$1.3M+$137.1K2026-11-02
Romano Brothers and Company
DECREASED75,85676,036-1800%$1.2M$1.3M+$76.1K2026-10-22
Imc-Chicago, LLC
INCREASED75,01551,011+24,004+47%$804.4K$1.3M+$456.6K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED73,94679,383-5,437-7%$1.3M$1.2M-$47.1K2026-10-13
Abundance Wealth Counselors
INCREASED69,92763,780+6,147+10%$1.0M$1.2M+$169.7K2026-10-26
Cordoba Advisory Partners LLC
DECREASED69,07270,950-1,878-3%$1.1M$1.2M+$42.4K2026-10-19
Delphi Management Inc
DECREASED66,91868,080-1,162-2%$1.1M$1.1M+$51.0K2026-11-05
Closed-End Fund Advisors, Inc.
INCREASED64,28349,193+15,090+31%$775.8K$1.1M+$304.8K2026-11-04
Wealth Architects, LLC
INCREASED62,93627,460+35,476+129%$433.1K$1.1M+$624.9K2026-11-03
Tred Avon Family Wealth, LLC
DECREASED62,04765,337-3,290-5%$1.0M$1.0M+$12.6K2026-10-20
Mcdonald Partners LLC
INCREASED62,00048,000+14,000+29%$757.0K$1.0M+$285.3K2026-11-03
Sigma Planning Corp
INCREASED61,80350,369+11,434+23%$794.3K$1.0M+$244.6K2026-10-23
Left Brain Wealth Management, LLC
INCREASED60,72225,358+35,364+139%$399.9K$1.0M+$620.8K2026-10-28
SMH Capital Advisors Inc
INCREASED59,90659,466+440+1%$937.8K$1.0M+$69.2K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED59,33257,858+1,474+3%$912.4K$997.4K+$85.0K2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED51,47133,729+17,742+53%$531.9K$865.2K+$333.3K2026-10-13
J.M. Arbour, LLC
INCREASED48,66945,604+3,065+7%$719.2K$818.1K+$99.0K2026-11-05
Commerce Advisors, LLC
DECREASED45,25445,754-500-1%$721.5K$760.7K+$39.2K2026-10-19
Mirador Capital Partners LP
INCREASED44,85844,414+444+1%$700.4K$754.1K+$53.7K2026-10-09
Eagle Global Advisors LLC
INCREASED44,02037,370+6,650+18%$589.3K$740.0K+$150.7K2026-11-02
Accel Wealth Management
DECREASED43,23743,516-279-1%$686.2K$726.8K+$40.6K2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED40,56540,56500%$639.7K$681.9K+$42.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED39,73437,745+1,989+5%$595.2K$667.9K+$72.7K2026-10-08
Access Investment Management LLC
UNCHANGED38,20038,20000%$602.4K$642.1K+$39.7K2026-10-23
Quadrant Capital Group LLC
INCREASED38,16138,122+39+0%$601.2K$625.8K+$24.7K2026-10-20
US Bancorp \de\
INCREASED37,19437,146+48+0%$585.8K$625.2K+$39.4K2026-11-05
Haven Private, LLC
DECREASED33,86935,485-1,616-5%$559.6K$569.3K+$9.7K2026-10-27
Americana Partners, LLC
UNCHANGED32,25032,25000%$508.6K$542.1K+$33.5K2026-10-28
North Star Investment Management Corp.
UNCHANGED31,65231,65200%$499.2K$532.1K+$32.9K2026-10-27
Investment Research Partners LLC
INCREASED30,61325,777+4,836+19%$406.5K$514.6K+$108.1K2026-10-19
Oppenheimer & Co Inc
INCREASED29,89829,075+823+3%$458.5K$502.6K+$44.1K2026-10-26
Penbrook Management LLC
INCREASED29,78629,387+399+1%$463.4K$500.7K+$37.3K2026-10-16
Key Capital Management, Inc
INCREASED29,5134,465+25,048+561%$70.4K$490.8K+$420.4K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED29,24629,24600%$461.2K$491.6K+$30.4K2026-10-21
Future Financial Wealth Managment LLC
INCREASED28,92528,175+750+3%$440.7K$486.2K+$45.6K2026-10-15
Monument Capital Management
DECREASED28,75030,442-1,692-6%$480.1K$483.3K+$3.2K2026-10-09
ProShare Advisors LLC
DECREASED28,56032,250-3,690-11%$508.6K$480.1K-$28.5K2026-10-29
MacKenzie Financial Corp
INCREASED28,23728,125+112+0%$443.5K$474.7K+$31.1K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED27,33620,192+7,144+35%$318.4K$459.5K+$141.1K2026-10-16
Balboa Wealth Partners
DECREASED26,97727,977-1,000-4%$441.2K$453.5K+$12.3K2026-10-20
Truist Financial Corp
DECREASED26,80428,260-1,456-5%$445.7K$450.6K+$4.9K2026-10-30
RMR Wealth Builders
INCREASED26,77126,068+703+3%$411.1K$450.0K+$38.9K2026-10-22
B. Riley Wealth Advisors, Inc.
NEW26,311—+26,311——$442.3K—2026-10-13
BigSur Wealth Management LLC
DECREASED26,30026,500-200-1%$417.9K$442.1K+$24.2K2026-10-13
Core Wealth Partners LLC
INCREASED25,99224,153+1,839+8%$380.9K$436.9K+$56.0K2026-11-02
Kelleher Financial Advisors
DECREASED24,74342,824-18,081-42%$675.3K$415.9K-$259.4K2026-10-30
Adirondack Trust Co
INCREASED24,67424,000+674+3%$378.5K$414.5K+$36.0K2026-10-14
Summit Global Investments
UNCHANGED24,20024,20000%$382.0K$407.0K+$25.0K2026-10-28
Diversify Advisory Services, LLC
INCREASED23,96023,858+102+0%$376.7K$399.2K+$22.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED23,96023,858+102+0%$376.7K$399.2K+$22.5K2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED23,62823,62800%$372.6K$397.2K+$24.6K2026-11-04
Accredited Investors Inc.
UNCHANGED23,00023,00000%$362.7K$386.6K+$23.9K2026-11-03
GEN Financial Management, Inc.
DECREASED21,90276,382-54,480-71%$1.2M$368.2K-$836.4K2026-10-13
HUB Investment Partners, LLC
NEW21,360—+21,360——$359.1K—2026-11-03
Evergreen Capital Management LLC
DECREASED21,23921,484-245-1%$338.8K$357.0K+$18.2K2026-10-23
Principle Wealth Partners LLC
INCREASED21,11020,945+165+1%$330.3K$354.9K+$24.6K2026-11-02
Golden State Wealth Management, LLC
DECREASED21,06126,713-5,652-21%$421.3K$354.1K-$67.2K2026-11-02
Intrua Financial, LLC
INCREASED21,01518,674+2,341+13%$294.5K$353.3K+$58.8K2026-10-28
Madison Park Capital Advisors, LLC
INCREASED20,00015,056+4,944+33%$336.7K$336.2K-$4522026-10-28
HB Wealth Management, LLC
INCREASED19,90215,602+4,300+28%$246.1K$334.6K+$88.5K2026-10-23
Fiduciary Alliance LLC
INCREASED18,53214,032+4,500+32%$221.3K$311.5K+$90.2K2026-10-13
Chicago Partners Investment Group LLC
NEW18,329—+18,329——$300.8K—2026-10-27
CMH Wealth Management LLC
DECREASED18,27046,270-28,000-61%$729.7K$307.1K-$422.6K2026-10-22
ShoreHaven Wealth Partners, LLC
NEW16,000—+16,000——$269.0K—2026-10-16
Vaquero Private Wealth, LTD
INCREASED15,77515,493+282+2%$244.3K$265.2K+$20.9K2026-10-27
Avail Investment Partners, LLC
INCREASED15,23512,325+2,910+24%$194.4K$256.1K+$61.7K2026-10-16
Advisory Solutions Group, LLC
INCREASED15,14515,021+124+1%$236.9K$254.6K+$17.7K2026-10-14
KFG Wealth Management, LLC
INCREASED14,98114,335+646+5%$226.1K$251.8K+$25.8K2026-10-16
Invested Advisors
INCREASED14,96313,452+1,511+11%$212.1K$251.5K+$39.4K2026-10-23
Parallel Advisors, LLC
INCREASED14,67613,456+1,220+9%$212.2K$246.7K+$34.5K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED14,48214,289+193+1%$225.3K$243.4K+$18.1K2026-11-04
StoneX Group Inc.
NEW14,441—+14,441——$253.9K—2026-11-03
Beaumont Financial Advisors, LLC
UNCHANGED14,04714,04700%$221.5K$236.1K+$14.6K2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED13,86214,972-1,110-7%$236.1K$233.0K-$3.1K2026-10-20
Wedbush Securities Inc
INCREASED13,58012,732+848+7%$201.0K$228.0K+$27.0K2026-10-22
Signaturefd, LLC
INCREASED12,8539,126+3,727+41%$143.9K$216.1K+$72.1K2026-10-23
Fulton Bank, N.A.
UNCHANGED12,81712,81700%$202.1K$215.5K+$13.3K2026-10-14
Chung Wu Investment Group, LLC
DECREASED12,67812,978-300-2%$204.7K$213.1K+$8.5K2026-11-03
Sowell Financial Services LLC
DECREASED12,61412,616-20%$199.0K$212.0K+$13.1K2026-10-23
Total Clarity Wealth Management, Inc.
NEW12,600—+12,600——$211.8K—2026-10-26
Register Financial Advisors LLC
INCREASED12,44612,419+27+0%$195.8K$209.2K+$13.4K2026-10-23
Colonial River Investments, LLC
INCREASED12,22711,877+350+3%$187.3K$205.5K+$18.2K2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED12,00012,00000%$189.2K$201.7K+$12.5K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED11,32713,133-1,806-14%$207.1K$190.4K-$16.7K2026-10-30
Capital Investment Advisors, LLC
NEW10,778—+10,778——$181.2K—2026-10-22
Davenport & Co LLC
NEW10,444—+10,444——$175.6K—2026-10-14
IFP Advisors, Inc
INCREASED10,29310,182+111+1%$160.6K$173.0K+$12.5K2026-10-16
Kingswood Wealth Advisors, LLC
UNCHANGED10,03210,03200%$158.2K$168.6K+$10.4K2026-10-23
Essential Investment Partners LLC
NEW9,584—+9,584——$161.1K—2026-10-27
Ascentis Independent Advisors
NEW8,749—+8,749——$147.1K—2026-11-03
Inspire Investing, LLC
INCREASED8,5418,233+308+4%$129.8K$143.6K+$13.7K2026-10-22
Armstrong Advisory Group, Inc
INCREASED7,9427,916+26+0%$124.8K$133.5K+$8.7K2026-10-09
Latitude Advisors, LLC
NEW7,473—+7,473——$125.6K—2026-10-27
State of Alaska, Department of Revenue
DECREASED7,4417,821-380-5%$123.0K$125-$122.9K2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED6,4496,44900%$16.3M$17.2M+$930.8K2026-11-04
Chilton Capital Management LLC
UNCHANGED5,5005,50000%$86.7K$92.5K+$5.7K2026-10-28
Blue Trust, Inc.
INCREASED5,4004,000+1,400+35%$63.1K$90.8K+$27.7K2026-10-15
Kozak & Associates, Inc.
INCREASED4,8163,702+1,114+30%$58.9K$80.0K+$21.1K2026-10-29
Advocate Investing Services LLC
UNCHANGED4,2404,24000%$66.9K$71.3K+$4.4K2026-10-26
Tradewinds Capital Management, LLC
INCREASED4,1994,100+99+2%$64.7K$70.6K+$5.9K2026-10-23
Private Trust Co NA
INCREASED3,8982,881+1,017+35%$45.4K$65.5K+$20.1K2026-10-20
Bayforest Capital Ltd
NEW3,875—+3,875——$65.1K—2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED3,8113,81100%$60.1K$64.1K+$4.0K2026-10-16
Simplex Trading, LLC
DECREASED3,6546,429-2,775-43%$101.4K$61.4K-$40.0K2026-11-04
Security National Bank
UNCHANGED3,5083,50800%$55.3K$59.0K+$3.6K2026-10-26
Richardson Capital Management LLC
NEW3,353—+3,353——$56.4K—2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED3,3223,32200%$52.4K$55.8K+$3.5K2026-11-04
MTM Investment Management, LLC
UNCHANGED2,9002,90000%$45.7K$48.7K+$3.0K2026-10-30
Fortitude Family Office, LLC
NEW2,381—+2,381——$40.0K—2026-10-14
Rossby Financial, LCC
INCREASED2,376997+1,379+138%$15.7K$39.9K+$24.2K2026-11-05
Fifth Third Bancorp
DECREASED2,1712,357-186-8%$37.2K$36.5K-$6752026-11-05
Archer Investment Corp
INCREASED2,0512,047+4+0%$32.3K$34.5K+$2.2K2026-11-05
Larson Financial Group LLC
NEW1,850—+1,850——$31.1K—2026-11-05
Financial Consulate, Inc
UNCHANGED1,8451,84500%$29.1K$31.0K+$1.9K2026-10-23
Burk Holdings LLC
UNCHANGED1,7501,75000%$27.6K$29.4K+$1.8K2026-11-05
CX Institutional
INCREASED1,7121,675+37+2%$26$29+$32026-10-02
Assetmark, Inc
INCREASED1,3161,078+238+22%$17.0K$22.1K+$5.1K2026-10-21
Abound Wealth Management
UNCHANGED1,3001,30000%$20.5K$21.9K+$1.4K2026-10-26
Hilton Head Capital Partners, LLC
INCREASED1,0991,095+4+0%$17.3K$18.5K+$1.2K2026-10-23
Lanark Financial, Inc.
INCREASED984976+8+1%$15.4K$16.5K+$1.1K2026-10-26
Bank of New Hampshire
UNCHANGED60060000%$9.5K$10.1K+$6242026-10-06
Pathway Financial Advisers, LLC
NEW577—+577——$9.7K—2026-10-27
Vision Financial Markets LLC
DECREASED570695-125-18%$11.1K$9.6K-$1.4K2026-10-22
Valley National Advisers Inc
DECREASED556656-100-15%$10.3K$9.3K-$9992026-10-23
Signature Equity Partners, LLC
NEW533—+533——$9.0K—2026-10-29
Cassaday & Co Wealth Management LLC
NEW500—+500——$8.4K—2026-10-27
PFS Partners, LLC
UNCHANGED41341300%$6.5K$6.9K+$4292026-10-21
Kennebec Savings Bank
UNCHANGED31531500%$5.0K$5.3K+$3272026-10-22
Signature Resources Capital Management, LLC
UNCHANGED27527500%$4.3K$4.6K+$2862026-10-16
Buck Wealth Strategies, LLC
INCREASED253246+7+3%$3.9K$4.3K+$3732026-10-28
Foresight Capital Management Advisors, Inc.
NEW244—+244——$4.1K—2026-10-27
TD Waterhouse Canada Inc.
DECREASED225425-200-47%$6.8K$3.8K-$2.9K2026-10-16
Elyxium Wealth, LLC
NEW219—+219——$3.7K—2026-10-27
Spire Wealth Management
UNCHANGED20520500%$3.2K$3.4K+$2132026-10-30
Asset Dedication, LLC
DECREASED200756-556-74%$11.9K$3.4K-$8.6K2026-11-03
Roxbury Financial LLC
UNCHANGED16016000%$2.5K$2.7K+$1672026-10-01
Clark Wealth Partners
NEW89—+89——$1.5K—2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED666600%$1.0K$1.1K+$692026-11-03
West Financial Advisors, LLC
INCREASED5957+2+4%$906$989+$832026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED575700%$903$963+$602026-11-02
Hager Investment Management Services, LLC
INCREASED5655+1+2%$864$943+$792026-11-04
Ares Financial Consulting, LLC
UNCHANGED2200%$32$35+$32026-10-19
Jefferies Financial Group Inc.
CLOSED016,884-16,884-100%$266.3K$0-$266.3K2026-11-05
Salem Investment Counselors Inc
CLOSED01,500-1,500-100%$23.7K$0-$23.7K2026-10-13
Elevation Wealth Partners, LLC
CLOSED01,361-1,361-100%$21.5K$0-$21.5K2026-10-07
Gilpin Wealth Management, LLC
CLOSED0723-723-100%$11.4K$0-$11.4K2026-10-09
Citigroup Inc
CLOSED0447-447-100%$7.0K$0-$7.0K2026-11-04
William B. Walkup & Associates, Inc.
CLOSED0229-229-100%$3.6K$0-$3.6K2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED024-24-100%$378$0-$3782026-10-29
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Van Eck Associates Corp
N/A—3,877,634-3,877,634-100%$61.2M———
Citadel Advisors LLC
N/A—2,937,122-2,937,122-100%$46.3M———
UBS Group AG
N/A—2,645,744-2,645,744-100%$41.7M———
Pandowealth. LLC
N/A—2,507,600-2,507,600-100%$0———
Two Sigma Investments, LP
N/A—2,265,824-2,265,824-100%$35.7M———
LPL Financial LLC
N/A—1,857,272-1,857,272-100%$29.3M———
Morgan Stanley
N/A—1,812,484-1,812,484-100%$28.6M———
Legal & General Group Plc
N/A—1,681,333-1,681,333-100%$26.5M———
Franklin Resources Inc
N/A—1,383,905-1,383,905-100%$21.8M———
D. E. Shaw & Co., Inc.
N/A—1,373,460-1,373,460-100%$21.7M———
BlackRock, Inc.
N/A—924,105-924,105-100%$14.6M———
Advisors Capital Management, LLC
N/A—919,542-919,542-100%$14.5M———
JPMorgan Chase & Co
N/A—837,561-837,561-100%$13.3M———
Ares Management LLC
N/A—776,606-776,606-100%$12.2M———
Wells Fargo & Company
N/A—735,367-735,367-100%$11.6M———
Qube Research & Technologies Ltd
N/A—694,341-694,341-100%$10.9M———
HRT Financial LP
N/A—613,003-613,003-100%$9.7M———
Melia Wealth LLC
N/A—553,874-553,874-100%$8.7M———
Raymond James Financial Inc
N/A—532,094-532,094-100%$8.4M———
Stifel Financial Corp
N/A—486,419-486,419-100%$7.7M———
Ameriprise Financial Inc
N/A—485,156-485,156-100%$7.7M———
Royal Bank of Canada
N/A—460,546-460,546-100%$7.3M———
Susquehanna International Group, LLP
N/A—338,271-338,271-100%$5.3M———
Janney Montgomery Scott LLC
N/A—329,090-329,090-100%$5.2M———
Neuberger Berman Group LLC
N/A—304,573-304,573-100%$4.8M———
Advisors Asset Management, Inc.
N/A—291,401-291,401-100%$4.6M———
Goldman Sachs Group Inc
N/A—264,223-264,223-100%$4.2M———
State Street Corp
N/A—262,521-262,521-100%$4.1M———
Bank of America Corp
N/A—259,640-259,640-100%$4.1M———
Cetera Investment Advisers
N/A—257,002-257,002-100%$4.1M———
FJ Capital Management LLC
N/A—249,039-249,039-100%$3.9M———
Balyasny Asset Management L.P.
N/A—232,700-232,700-100%$3.7M———
PNC Financial Services Group, Inc.
N/A—230,585-230,585-100%$3.6M———
Cerity Partners LLC
N/A—217,753-217,753-100%$3.4M———
Naviter Wealth, LLC
N/A—217,666-217,666-100%$3.4M———
Canada Life Assurance Co
N/A—211,479-211,479-100%$3.3M———
Denali Advisors LLC
N/A—210,633-210,633-100%$3.3M———
BNP Paribas Financial Markets
N/A—202,990-202,990-100%$3.2M———
Blair William & Co
N/A—191,193-191,193-100%$3.0M———
FAS Wealth Partners, Inc.
N/A—190,914-190,914-100%$3.0M———
Waterloo Capital, L.P.
N/A—190,911-190,911-100%$3.0M———
Osaic Holdings, Inc.
N/A—190,536-190,536-100%$3.0M———
Barclays PLC
N/A—162,909-162,909-100%$2.6M———
Lazard Asset Management LLC
N/A—148,753-148,753-100%$2.3M———
Sharpepoint LLC
N/A—147,847-147,847-100%$2.3M———
Ilex Capital Partners (UK) LLP
N/A—145,812-145,812-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—142,459-142,459-100%$2.2M———
AE Wealth Management LLC
N/A—135,293-135,293-100%$2.1M———
Northern Trust Corp
N/A—127,130-127,130-100%$2.0M———
Schonfeld Strategic Advisors LLC
N/A—127,081-127,081-100%$2.0M———
Significant Wealth Partners LLC
N/A—126,219-126,219-100%$2.0M———
IHT Wealth Management, LLC
N/A—125,185-125,185-100%$2.0M———
Resolute Capital, LLC
N/A—123,665-123,665-100%$2.0M———
Summit Financial, LLC
N/A—121,219-121,219-100%$1.9M———
Occudo Quantitative Strategies LP
N/A—112,020-112,020-100%$1.8M———
PFG Investments, LLC
N/A—111,649-111,649-100%$1.8M———
CIBC Bancorp USA Inc.
N/A—111,276-111,276-100%$1.8M———
&partners
N/A—108,620-108,620-100%$1.7M———
Centaurus Financial, Inc.
N/A—107,436-107,436-100%$1.7M———
Natixis
N/A—98,292-98,292-100%$1.6M———
Pennington Partners & Co., LLC
N/A—96,700-96,700-100%$1.5M———
Trexquant Investment LP
N/A—92,906-92,906-100%$1.5M———
Truvestments Capital LLC
N/A—87,346-87,346-100%$1.4M———
S&T Bank
N/A—82,175-82,175-100%$1.3M———
Quantbot Technologies LP
N/A—81,135-81,135-100%$1.3M———
Private Advisor Group, LLC
N/A—79,479-79,479-100%$1.3M———
Envestnet Asset Management Inc
N/A—79,336-79,336-100%$1.3M———
Tidal Investments LLC
N/A—77,178-77,178-100%$1.2M———
Invesco Ltd.
N/A—72,945-72,945-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—69,304-69,304-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—66,395-66,395-100%$1.0M———
Millennium Management LLC
N/A—64,189-64,189-100%$1.0M———
Brevan Howard Capital Management LP
N/A—62,901-62,901-100%$991.9K———
Kovack Advisors, Inc.
N/A—60,238-60,238-100%$950.1K———
Global Retirement Partners, LLC
N/A—59,991-59,991-100%$946.1K———
HighTower Advisors, LLC
N/A—59,728-59,728-100%$941.9K———
Mariner, LLC
N/A—58,422-58,422-100%$921.3K———
Essex Financial Services, Inc.
N/A—56,448-56,448-100%$890.2K———
XTX Topco Ltd
N/A—55,666-55,666-100%$877.9K———
Capstone Investment Advisors, LLC
N/A—49,417-49,417-100%$779.3K———
Mangrove Partners IM, LLC
N/A—47,148-47,148-100%$743.5K———
Group One Trading LLC
N/A—43,135-43,135-100%$680.2K———
Palogic Value Management, L.P.
N/A—43,058-43,058-100%$679.0K———
Squarepoint Ops LLC
N/A—42,476-42,476-100%$669.8K———
Atom Investors LP
N/A—41,230-41,230-100%$650.2K———
Guggenheim Capital LLC
N/A—40,877-40,877-100%$644.6K———
Engineers Gate Manager LP
N/A—38,413-38,413-100%$605.8K———
Dakota Wealth Management
N/A—37,965-37,965-100%$598.7K———
Arkadios Wealth Advisors
N/A—37,871-37,871-100%$597.2K———
Foundations Investment Advisors, LLC
N/A—37,451-37,451-100%$590.6K———
MML Investors Services, LLC
N/A—37,265-37,265-100%$587.7K———
SIT Investment Associates Inc
N/A—35,000-35,000-100%$552.0K———
Focus Partners Wealth
N/A—33,189-33,189-100%$523.4K———
Cantor Fitzgerald, L. P.
N/A—30,045-30,045-100%$473.8K———
Jump Financial, LLC
N/A—29,586-29,586-100%$466.6K———
FOX RUN Management, L.L.C.
N/A—29,099-29,099-100%$458.9K———
Two Sigma Securities, LLC
N/A—27,681-27,681-100%$436.5K———
Pasadena Private Wealth, LLC
N/A—26,802-26,802-100%$422.7K———
Quantinno Capital Management LP
N/A—26,124-26,124-100%$412.0K———
Virtus Investment Advisers, LLC
N/A—25,577-25,577-100%$403.3K———
Stratos Wealth Partners, Ltd.
N/A—25,410-25,410-100%$400.7K———
Founders Financial Alliance, LLC
N/A—24,503-24,503-100%$386.4K———
Price T Rowe Associates Inc
N/A—23,872-23,872-100%$377.0K———
IFC Advisors LLC
N/A—22,554-22,554-100%$355.7K———
Empowered Funds, LLC
N/A—22,182-22,182-100%$349.8K———
Captrust Financial Advisors
N/A—21,948-21,948-100%$346.1K———
Voloridge Investment Management, LLC
N/A—21,881-21,881-100%$345.1K———
Inspire Advisors, LLC
N/A—20,562-20,562-100%$324.8K———
Pathstone Holdings, LLC
N/A—18,993-18,993-100%$299.5K———
Integrated Wealth Concepts LLC
N/A—16,150-16,150-100%$254.7K———
Mission Hills Financial Advisory, LLC
N/A—16,149-16,149-100%$254.7K———
Cascade Financial Partners, LLC
N/A—15,293-15,293-100%$241.2K———
Freestone Capital Holdings, LLC
N/A—15,185-15,185-100%$239.5K———
Manufacturers Life Insurance Company, the
N/A—14,816-14,816-100%$233.6K———
Arax Advisory Partners
N/A—14,805-14,805-100%$233.5K———
NewEdge Advisors, LLC
N/A—14,716-14,716-100%$232.1K———
Modern Wealth Management, LLC
N/A—14,381-14,381-100%$226.8K———
Virtu Financial LLC
N/A—14,098-14,098-100%$222.0K———
Sand Hill Global Advisors, LLC
N/A—13,832-13,832-100%$218.1K———
Mercer Global Advisors Inc
N/A—13,697-13,697-100%$216.0K———
Vestmark Advisory Solutions, Inc.
N/A—13,598-13,598-100%$214.4K———
Sequoia Financial Advisors, LLC
N/A—12,336-12,336-100%$194.5K———
Keystone Financial Group
N/A—12,198-12,198-100%$192.4K———
Strategic Financial Concepts, LLC
N/A—12,150-12,150-100%$191.6K———
Snowden Capital Advisors LLC
N/A—11,936-11,936-100%$188.2K———
Baker Avenue Asset Management, LP
N/A—11,896-11,896-100%$187.6K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—11,548-11,548-100%$182.1K———
MQS Management LLC
N/A—11,414-11,414-100%$180.0K———
Sovereign Financial Group, Inc.
N/A—10,928-10,928-100%$172.3K———
Independent Advisor Alliance
N/A—10,638-10,638-100%$167.8K———
SageGuard Financial Group, LLC
N/A—10,317-10,317-100%$162.7K———
Caldwell Sutter Capital, Inc.
N/A—9,009-9,009-100%$142.1K———
Jones Financial Companies Lllp
N/A—8,372-8,372-100%$130.4K———
IFG Advisory, LLC
N/A—7,495-7,495-100%$118.2K———
Ameriflex Group, Inc.
N/A—6,549-6,549-100%$103.3K———
BFC Planning, Inc.
N/A—6,473-6,473-100%$102.1K———
SHP Wealth Management
N/A—6,045-6,045-100%$95.3K———
Huntington National Bank
N/A—5,784-5,784-100%$91.2K———
Allworth Financial LP
N/A—5,691-5,691-100%$89.7K———
Harbour Investments, Inc.
N/A—4,858-4,858-100%$76.6K———
Geneos Wealth Management Inc.
N/A—4,275-4,275-100%$67.4K———
Sankala Group LLC
N/A—4,237-4,237-100%$70.4K———
Federation des caisses Desjardins du Quebec
N/A—3,875-3,875-100%$61.1K———
Deutsche Bank Ag\
N/A—3,625-3,625-100%$57.2K———
Bogart Wealth, LLC
N/A—3,500-3,500-100%$55.2K———
Innovative Asset Advisors Group, LLC
N/A—3,500-3,500-100%$55.2K———
Whittier Trust Co of Nevada Inc
N/A—2,995-2,995-100%$47.9K———
Caitlin John, LLC
N/A—2,643-2,643-100%$41.7K———
Nova Wealth Management, Inc.
N/A—2,523-2,523-100%$39.8K———
Hollencrest Capital Management
N/A—2,522-2,522-100%$39.8K———
Estabrook Capital Management
N/A—2,506-2,506-100%$39.5K———
Delta Asset Management LLC
N/A—2,170-2,170-100%$34.2K———
Quantum Portfolio Management LLC
N/A—1,927-1,927-100%$30.4K———
Institute for Wealth Management, Llc.
N/A—1,761-1,761-100%$27.8K———
UBS Asset Management Americas LLC
N/A—1,605-1,605-100%$25.3K———
Atlantic Union Bankshares Corp
N/A—1,500-1,500-100%$23.7K———
HHM Wealth Advisors, LLC
N/A—1,500-1,500-100%$23.7K———
Ancora Advisors LLCA
N/A—1,250-1,250-100%$19.7K———
Chesapeake Asset Management LLC
N/A—1,227-1,227-100%$19.4K———
Clearstead Advisors, LLC
N/A—1,200-1,200-100%$18.9K———
Russell Investments Group, Ltd.
N/A—985-985-100%$15.5K———
Financial Gravity Companies, Inc.
N/A—900-900-100%$14.2K———
Fiduciary Financial Advisors
N/A—831-831-100%$13.1K———
Community Bank, N.A.
N/A—625-625-100%$9.9K———
Alerus Financial NA
N/A—517-517-100%$8.2K———
Tower Research Capital LLC (TRC)
N/A—432-432-100%$6.8K———
Hantz Financial Services, Inc.
N/A—360-360-100%$6———
Northwestern Mutual Wealth Management Co
N/A—312-312-100%$4.9K———
VSM Wealth Advisory, LLC
N/A—300-300-100%$4.7K———
Continuum Advisory, LLC
N/A—267-267-100%$4.2K———
JPL Wealth Management, LLC
N/A—200-200-100%$3.2K———
EFG International AG
N/A—193-193-100%$3.0K———
Swan Capital LLC
N/A—189-189-100%$3.0K———
WealthCollab, LLC
N/A—135-135-100%$2.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—111-111-100%$1.8K———
Glen Eagle Advisors, LLC
N/A—100-100-100%$1.6K———
Elequin Capital, LP
N/A—24-24-100%$378———
Danske Bank A/S
N/A—2-2-100%$32———
Showing 357 of 357 institutions