Highwoods Properties Inc (HIW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Geode Capital Management, LLC

DECREASED

Shares3,112,993 from 3,222,880

Change-109,887 (-3%)

Value$90.4M (-$6.9M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares1,571,585 from 1,514,977

Change+56,608 (+4%)

Value$45.6M (-$86.3K)

Filed 2026-11-04

Daiwa Securities Group Inc.

DECREASED

Shares1,542,171 from 2,068,305

Change-526,134 (-25%)

Value$44.8M (-$17.6M)

Filed 2026-10-29

Deutsche Bank Ag\

INCREASED

Shares1,508,052 from 165,165

Change+1,342,887 (+813%)

Value$43.8M (+$38.8M)

Filed 2026-11-06

Corda Investment Management, Llc.

DECREASED

Shares1,275,510 from 1,284,718

Change-9,208 (-1%)

Value$37.0M (-$1.7M)

Filed 2026-10-22

Bank of New York Mellon Corp

DECREASED

Shares1,263,713 from 1,279,682

Change-15,969 (-1%)

Value$36.7M (-$1.9M)

Filed 2026-11-05

LSV Asset Management

DECREASED

Shares1,259,200 from 1,276,900

Change-17,700 (-1%)

Value$36.5M (-$2.0M)

Filed 2026-11-06

AEW Capital Management Inc

NEW

Shares1,165,262

Change+1,165,262

Value$33.8M

Filed 2026-11-05

AEW Capital Management L P

DECREASED

Shares1,165,262 from 2,399,904

Change-1,234,642 (-51%)

Value$33.8M (-$38.6M)

Filed 2026-11-06

M&G Plc

INCREASED

Shares840,364 from 823,728

Change+16,636 (+2%)

Value$24.4M (-$341.3K)

Filed 2026-11-04

Aberdeen Group plc

INCREASED

Shares753,402 from 641,110

Change+112,292 (+18%)

Value$21.9M (+$2.5M)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares540,357 from 189,193

Change+351,164 (+186%)

Value$15.7M (+$10.0M)

Filed 2026-11-06

Congress Asset Management Co

INCREASED

Shares539,858 from 444,745

Change+95,113 (+21%)

Value$15.7M (+$2.3M)

Filed 2026-10-06

Principal Financial Group Inc

DECREASED

Shares527,242 from 532,967

Change-5,725 (-1%)

Value$15.3M (-$773.7K)

Filed 2026-11-02

Pacific Heights Asset Management LLC

UNCHANGED

Shares400,000 from 400,000

Change0 (0%)

Value$11.6M (-$456.0K)

Filed 2026-11-03

Fideuram - Intesa Sanpaolo Private Banking S.P.A.

INCREASED

Shares307,784 from 305,809

Change+1,975 (+1%)

Value$8.9M (-$291.4K)

Filed 2026-10-22

Creative Planning

INCREASED

Shares279,951 from 279,152

Change+799 (+0%)

Value$8.1M (-$295.0K)

Filed 2026-11-02

Strs Ohio

NEW

Shares192,800

Change+192,800

Value$5.6M

Filed 2026-10-30

Asset Management One Co., Ltd.

DECREASED

Shares153,282 from 154,851

Change-1,569 (-1%)

Value$4.4M (-$222.1K)

Filed 2026-10-27

DekaBank Deutsche Girozentrale

INCREASED

Shares152,660 from 118,192

Change+34,468 (+29%)

Value$4.4M (+$4.4M)

Filed 2026-10-27

Barclays PLC

INCREASED

Shares140,307 from 123,461

Change+16,846 (+14%)

Value$4.1M (+$348.1K)

Filed 2026-11-06

State of Alaska, Department of Revenue

DECREASED

Shares129,578 from 149,192

Change-19,614 (-13%)

Value$3.8K (-$4.5M)

Filed 2026-10-15

New York State Teachers Retirement System

DECREASED

Shares113,583 from 114,312

Change-729 (-1%)

Value$3.3M (-$152.0K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

DECREASED

Shares106,989 from 107,499

Change-510 (0%)

Value$3.1M (-$137.3K)

Filed 2026-11-03

Sterling Capital Management LLC

DECREASED

Shares106,316 from 110,393

Change-4,077 (-4%)

Value$3.1M (-$244.2K)

Filed 2026-10-22

Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares105,949 from 118,014

Change-12,065 (-10%)

Value$3.1M (-$484.7K)

Filed 2026-10-29

Swedbank AB

UNCHANGED

Shares105,800 from 105,800

Change0 (0%)

Value$3.1M (-$120.6K)

Filed 2026-10-27

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares102,433 from 95,380

Change+7,053 (+7%)

Value$3.0M (+$95.9K)

Filed 2026-11-05

Wedge Capital Management L L P

DECREASED

Shares101,987 from 102,115

Change-128 (0%)

Value$3.0M (-$120.1K)

Filed 2026-10-13

Pinnacle Associates LTD

DECREASED

Shares101,182 from 101,462

Change-280 (0%)

Value$2.9M (-$123.8K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares98,435 from 48,679

Change+49,756 (+102%)

Value$2.4M (+$903.4K)

Filed 2026-10-13

Wolverine Asset Management LLC

DECREASED

Shares89,733 from 139,922

Change-50,189 (-36%)

Value$2.6M (-$1.6M)

Filed 2026-11-02

Amundi

INCREASED

Shares88,998 from 87,182

Change+1,816 (+2%)

Value$2.6M (-$46.7K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares87,394 from 138,140

Change-50,746 (-37%)

Value$2.5M (-$1.6M)

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares70,157 from 72,413

Change-2,256 (-3%)

Value$2.0M (-$148.0K)

Filed 2026-11-05

Illinois Municipal Retirement Fund

INCREASED

Shares57,231 from 50,230

Change+7,001 (+14%)

Value$1.7M (+$145.9K)

Filed 2026-11-05

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares54,763 from 37,268

Change+17,495 (+47%)

Value$1.6M (+$465.2K)

Filed 2026-10-27

Nisa Investment Advisors, LLC

DECREASED

Shares52,010 from 53,030

Change-1,020 (-2%)

Value$1.5M (-$90.1K)

Filed 2026-10-20

LPL Financial LLC

INCREASED

Shares51,951 from 24,126

Change+27,825 (+115%)

Value$1.5M (+$780.0K)

Filed 2026-11-06

Louisiana State Employees Retirement System

DECREASED

Shares47,000 from 48,300

Change-1,300 (-3%)

Value$1.4M (-$92.8K)

Filed 2026-10-20

UMB Bank, n.a.

INCREASED

Shares45,753 from 45,729

Change+24 (+0%)

Value$1.3M (-$51.4K)

Filed 2026-11-06

Atwood & Palmer Inc

DECREASED

Shares45,507 from 48,007

Change-2,500 (-5%)

Value$1.3M (-$127.3K)

Filed 2026-10-08

State of New Jersey Common Pension Fund D

DECREASED

Shares42,565 from 59,693

Change-17,128 (-29%)

Value$1.2M (-$565.1K)

Filed 2026-11-05

Miller Global Investments, LLC

DECREASED

Shares38,273 from 38,933

Change-660 (-2%)

Value$1.1M (-$63.5K)

Filed 2026-10-02

Fideuram Asset Management (Ireland) dac

DECREASED

Shares38,185 from 66,230

Change-28,045 (-42%)

Value$1.2M (-$462.5K)

Filed 2026-10-29

Ethic Inc.

NEW

Shares36,583

Change+36,583

Value$1.1M

Filed 2026-11-03

Friedenthal Financial

NEW

Shares35,881

Change+35,881

Value$1.0M

Filed 2026-10-27

Capital Investment Advisory Services, LLC

DECREASED

Shares35,191 from 36,832

Change-1,641 (-4%)

Value$1.0M (-$89.6K)

Filed 2026-10-30

Achmea Investment Management B.V.

NEW

Shares33,147

Change+33,147

Value$962.7K

Filed 2026-10-30

Swiss Life Asset Management Ltd

DECREASED

Shares32,839 from 32,890

Change-51 (0%)

Value$953.0K (-$39.0K)

Filed 2026-11-03

Chicago Partners Investment Group LLC

INCREASED

Shares32,382 from 22,956

Change+9,426 (+41%)

Value$988.0K (+$235.5K)

Filed 2026-10-27

Kestra Investment Management, LLC

DECREASED

Shares31,840 from 36,258

Change-4,418 (-12%)

Value$924.0K (-$169.5K)

Filed 2026-11-04

Arizona State Retirement System

INCREASED

Shares31,052 from 30,424

Change+628 (+2%)

Value$901.1K (-$16.5K)

Filed 2026-11-03

Knights of Columbus Asset Advisors LLC

DECREASED

Shares30,281 from 31,173

Change-892 (-3%)

Value$878.8K (-$61.4K)

Filed 2026-11-05

Inscription Capital, LLC

DECREASED

Shares30,115 from 31,429

Change-1,314 (-4%)

Value$873.9K (-$74.0K)

Filed 2026-11-02

Oppenheimer Asset Management Inc.

DECREASED

Shares28,871 from 29,049

Change-178 (-1%)

Value$837.8K (-$38.3K)

Filed 2026-10-27

Amalgamated Bank

DECREASED

Shares28,635 from 29,656

Change-1,021 (-3%)

Value$831.0K (-$63.0K)

Filed 2026-10-23

Yousif Capital Management, LLC

DECREASED

Shares27,985 from 29,480

Change-1,495 (-5%)

Value$812.1K (-$77.0K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares27,805 from 27,781

Change+24 (+0%)

Value$806.9K (-$31.0K)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares26,808 from 25,969

Change+839 (+3%)

Value$778.0K (-$5.3K)

Filed 2026-11-05

HUB Investment Partners, LLC

INCREASED

Shares26,532 from 22,220

Change+4,312 (+19%)

Value$770.0K (+$99.8K)

Filed 2026-11-03

Sumitomo Mitsui DS Asset Management Company, Ltd

INCREASED

Shares26,487 from 23,384

Change+3,103 (+13%)

Value$768.7K (+$63.4K)

Filed 2026-10-20

Aaron Wealth Advisors LLC

INCREASED

Shares25,001 from 18,712

Change+6,289 (+34%)

Value$725.5K (+$161.2K)

Filed 2026-10-13

Oregon Public Employees Retirement Fund

DECREASED

Shares24,727 from 25,027

Change-300 (-1%)

Value$717.6K (-$37.2K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares24,446 from 16,018

Change+8,428 (+53%)

Value$709.4K (+$226.3K)

Filed 2026-11-05

IFM Investors Pty Ltd

INCREASED

Shares22,146 from 17,909

Change+4,237 (+24%)

Value$642.7K (+$102.5K)

Filed 2026-10-14

Inspire Investing, LLC

DECREASED

Shares21,823 from 22,324

Change-501 (-2%)

Value$633.3K (-$40.0K)

Filed 2026-10-22

Certuity, LLC

INCREASED

Shares20,571 from 15,923

Change+4,648 (+29%)

Value$597.0K (+$116.7K)

Filed 2026-11-02

Baker Avenue Asset Management, LP

INCREASED

Shares19,916 from 17,880

Change+2,036 (+11%)

Value$578.0K (+$38.7K)

Filed 2026-11-06

Fifth Third Wealth Advisors LLC

NEW

Shares19,804

Change+19,804

Value$574.7K

Filed 2026-10-22

Pensionfund PDN

UNCHANGED

Shares19,802 from 19,802

Change0 (0%)

Value$575 (-$22)

Filed 2026-10-05

Savant Capital, LLC

NEW

Shares17,877

Change+17,877

Value$518.8K

Filed 2026-11-06

Choreo, LLC

INCREASED

Shares17,481 from 13,710

Change+3,771 (+28%)

Value$507.2K (+$93.7K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares17,438 from 16,504

Change+934 (+6%)

Value$506.1K (+$8.3K)

Filed 2026-11-02

Pictet Asset Management Holding SA

UNCHANGED

Shares17,423 from 17,423

Change0 (0%)

Value$505.6K (-$19.9K)

Filed 2026-11-03

Versant Capital Management, Inc

INCREASED

Shares16,330 from 14,977

Change+1,353 (+9%)

Value$473.9K (+$22.2K)

Filed 2026-10-02

Crestwood Advisors Group, LLC

INCREASED

Shares15,769 from 10,008

Change+5,761 (+58%)

Value$457.6K (+$155.8K)

Filed 2026-10-27

Evergreen Capital Management LLC

DECREASED

Shares15,730 from 16,171

Change-441 (-3%)

Value$456.5K (-$31.2K)

Filed 2026-10-23

Chilton Capital Management LLC

DECREASED

Shares15,414 from 16,972

Change-1,558 (-9%)

Value$447.3K (-$64.6K)

Filed 2026-10-28

NorthCrest Asset Manangement, LLC

NEW

Shares15,394

Change+15,394

Value$449.2K

Filed 2026-10-13

ProShare Advisors LLC

DECREASED

Shares15,307 from 15,923

Change-616 (-4%)

Value$444.2K (-$36.0K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

DECREASED

Shares14,875 from 14,902

Change-27 (0%)

Value$431.7K (-$17.8K)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares14,270 from 4,304

Change+9,966 (+232%)

Value$414.1K (+$284.3K)

Filed 2026-11-05

UniSuper Management Pty Ltd

UNCHANGED

Shares13,100 from 13,100

Change0 (0%)

Value$380.2K (-$14.9K)

Filed 2026-10-26

Mutual of America Capital Management LLC

DECREASED

Shares12,587 from 12,630

Change-43 (0%)

Value$365.3K (-$15.6K)

Filed 2026-10-23

Everhart Financial Group, Inc.

INCREASED

Shares11,881 from 9,750

Change+2,131 (+22%)

Value$344.8K (+$50.7K)

Filed 2026-10-08

TCV Trust & Wealth Management, Inc.

UNCHANGED

Shares11,025 from 11,025

Change0 (0%)

Value$319.9K (-$12.6K)

Filed 2026-10-16

Xponance LLC

DECREASED

Shares10,990 from 11,336

Change-346 (-3%)

Value$318.9K (-$23.0K)

Filed 2026-11-03

CIBC Asset Management Inc

DECREASED

Shares10,453 from 10,718

Change-265 (-2%)

Value$303.3K (-$19.9K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares9,889 from 9,396

Change+493 (+5%)

Value$287.0K (+$3.6K)

Filed 2026-11-05

Pensionfund Sabic

UNCHANGED

Shares9,698 from 9,698

Change0 (0%)

Value$281 (-$11)

Filed 2026-10-05

Samalin Investment Counsel, LLC

INCREASED

Shares8,948 from 8,635

Change+313 (+4%)

Value$259.7K (-$760)

Filed 2026-10-23

Merit Financial Group, LLC

NEW

Shares8,942

Change+8,942

Value$259.5K

Filed 2026-11-06

Interchange Capital Partners, LLC

NEW

Shares8,600

Change+8,600

Value$249.6K

Filed 2026-10-28

Parallel Advisors, LLC

DECREASED

Shares8,561 from 8,715

Change-154 (-2%)

Value$248.4K (-$14.4K)

Filed 2026-11-03

Sound Income Strategies, LLC

DECREASED

Shares8,350 from 9,389

Change-1,039 (-11%)

Value$243.7K (-$39.5K)

Filed 2026-10-09

Arrow Investment Advisors, LLC

DECREASED

Shares8,348 from 8,782

Change-434 (-5%)

Value$242.3K (-$22.6K)

Filed 2026-11-02

Gamma Investing LLC

INCREASED

Shares8,204 from 7,060

Change+1,144 (+16%)

Value$238.1K (+$25.2K)

Filed 2026-10-08

Alps Advisors Inc

DECREASED

Shares7,774 from 8,459

Change-685 (-8%)

Value$225.6K (-$29.5K)

Filed 2026-11-03

Ritholtz Wealth Management

NEW

Shares7,490

Change+7,490

Value$217.4K

Filed 2026-11-05

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares7,304 from 7,194

Change+110 (+2%)

Value$212.0K (-$5.0K)

Filed 2026-10-23

Virginia Retirement Systems ET Al

DECREASED

Shares7,300 from 65,200

Change-57,900 (-89%)

Value$211.8K (-$1.8M)

Filed 2026-10-28

Keybank National Association

INCREASED

Shares7,108 from 7,003

Change+105 (+2%)

Value$206.3K (-$4.9K)

Filed 2026-11-04

Crossmark Global Holdings, Inc.

DECREASED

Shares6,998 from 7,757

Change-759 (-10%)

Value$203.1K (-$30.9K)

Filed 2026-10-21

Truist Financial Corp

DECREASED

Shares6,938 from 8,489

Change-1,551 (-18%)

Value$201.3K (-$54.7K)

Filed 2026-10-30

State of Wyoming

INCREASED

Shares6,913 from 2,752

Change+4,161 (+151%)

Value$200.6K (+$117.6K)

Filed 2026-10-28

Sagespring Wealth Partners, LLC

NEW

Shares6,901

Change+6,901

Value$200.3K

Filed 2026-10-22

Signaturefd, LLC

DECREASED

Shares5,833 from 5,838

Change-5 (0%)

Value$169.3K (-$6.8K)

Filed 2026-10-23

Assetmark, Inc

DECREASED

Shares5,445 from 5,551

Change-106 (-2%)

Value$158.0K (-$9.4K)

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares4,999 from 2,342

Change+2,657 (+113%)

Value$145.1K (+$74.4K)

Filed 2026-10-08

KBC Group NV

UNCHANGED

Shares3,718 from 3,718

Change0 (0%)

Value$108.0K (-$4.0K)

Filed 2026-10-22

Fulcrum Asset Management LLP

INCREASED

Shares2,618 from 28

Change+2,590 (+9250%)

Value$75.0K (+$74.1K)

Filed 2026-11-04

Nykredit A/S

UNCHANGED

Shares2,196 from 2,196

Change0 (0%)

Value$63.7K (-$2.5K)

Filed 2026-11-06

Elevation Wealth Partners, LLC

INCREASED

Shares2,094 from 1,065

Change+1,029 (+97%)

Value$60.8K (+$28.6K)

Filed 2026-10-07

Spirit of America Management Corp

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$58.0K (-$2.3K)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares1,937 from 1,786

Change+151 (+8%)

Value$56.2K (+$2.3K)

Filed 2026-11-04

Duff & Phelps Investment Management Co

DECREASED

Shares1,797 from 3,097

Change-1,300 (-42%)

Value$52.1K (-$41.3K)

Filed 2026-11-06

Elyxium Wealth, LLC

NEW

Shares1,697

Change+1,697

Value$49.2K

Filed 2026-10-27

True Wealth Design, LLC

INCREASED

Shares1,463 from 1,042

Change+421 (+40%)

Value$42.5K (+$11.0K)

Filed 2026-10-13

GF Fund Management Co. Ltd.

DECREASED

Shares1,455 from 1,488

Change-33 (-2%)

Value$42.2K (-$2.7K)

Filed 2026-10-26

Allworth Financial LP

INCREASED

Shares1,345 from 1,261

Change+84 (+7%)

Value$40.6K (+$2.5K)

Filed 2026-11-06

Beacon Financial Strategies Corp

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$37.7K (-$1.5K)

Filed 2026-10-14

Strengthening Families & Communities, LLC

INCREASED

Shares1,244 from 1,224

Change+20 (+2%)

Value$36.1K (-$810)

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,019 from 1,056

Change-37 (-3%)

Value$29.6K (-$2.3K)

Filed 2026-10-27

Pension & Wealth Management Advisors, Inc.

NEW

Shares970

Change+970

Value$28.1K

Filed 2026-10-16

Salomon & Ludwin, LLC

UNCHANGED

Shares969 from 969

Change0 (0%)

Value$28.1K (-$1.8K)

Filed 2026-10-29

Parkside Financial Bank & Trust

INCREASED

Shares753 from 513

Change+240 (+47%)

Value$21.9K (+$6.4K)

Filed 2026-10-27

Bare Financial Services, Inc

INCREASED

Shares691 from 634

Change+57 (+9%)

Value$20.1K (+$931)

Filed 2026-11-04

GoalVest Advisory LLC

NEW

Shares446

Change+446

Value$12.9K

Filed 2026-10-02

Exchange Traded Concepts, LLC

NEW

Shares433

Change+433

Value$12.6K

Filed 2026-10-28

Eastern Bank

UNCHANGED

Shares359 from 359

Change0 (0%)

Value$10.4K (-$409)

Filed 2026-10-05

Highline Wealth Partners LLC

UNCHANGED

Shares306 from 306

Change0 (0%)

Value$8.9K (-$349)

Filed 2026-10-19

Covestor Ltd

DECREASED

Shares301 from 1,414

Change-1,113 (-79%)

Value$9 (-$43.0K)

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares276 from 115

Change+161 (+140%)

Value$8.0K (+$4.5K)

Filed 2026-10-26

Capital Advisors, Ltd. LLC

NEW

Shares262

Change+262

Value$8

Filed 2026-10-27

Fortitude Family Office, LLC

INCREASED

Shares262 from 43

Change+219 (+509%)

Value$7.6K (+$6.3K)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares249

Change+249

Value$7.2K

Filed 2026-10-21

Essential Partners LLC

DECREASED

Shares177 from 472

Change-295 (-62%)

Value$5.1K (-$9.1K)

Filed 2026-10-14

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares174 from 454

Change-280 (-62%)

Value$5.0K (-$8.6K)

Filed 2026-11-03

Cedar Mountain Advisors, LLC

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$4.7K (-$184)

Filed 2026-10-15

High Note Wealth, LLC

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$4.5K (-$177)

Filed 2026-10-27

Private Trust Co NA

UNCHANGED

Shares136 from 136

Change0 (0%)

Value$3.9K (-$155)

Filed 2026-10-20

Clark Wealth Partners

NEW

Shares122

Change+122

Value$3.5K

Filed 2026-10-19

Clearstead Advisors, LLC

INCREASED

Shares107 from 32

Change+75 (+234%)

Value$3.1K (+$2.1K)

Filed 2026-11-06

Farmers & Merchants Investments Inc

INCREASED

Shares106 from 61

Change+45 (+74%)

Value$3.1K (+$1.2K)

Filed 2026-10-22

Grove Bank & Trust

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$2.8K (-$111)

Filed 2026-10-08

WPG Advisers, LLC

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$2.8K (-$109)

Filed 2026-10-27

Activest Wealth Management

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$2.6K (-$100)

Filed 2026-10-15

Private Wealth Management Group, LLC

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$2.3K (-$90)

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares77 from 167

Change-90 (-54%)

Value$2.2K (-$2.8K)

Filed 2026-10-05

Gilpin Wealth Management, LLC

INCREASED

Shares72 from 12

Change+60 (+500%)

Value$2.1K (+$1.7K)

Filed 2026-10-09

Bell Investment Advisors, Inc

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$2.0K (-$80)

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares54 from 43

Change+11 (+26%)

Value$1.6K (+$270)

Filed 2026-11-05

JFS Wealth Advisors, LLC

INCREASED

Shares45 from 6

Change+39 (+650%)

Value$1.3K (+$1.1K)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

INCREASED

Shares30 from 15

Change+15 (+100%)

Value$871 (+$419)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$696 (-$28)

Filed 2026-10-30

Valley National Advisers Inc

NEW

Shares22

Change+22

Value$639

Filed 2026-10-23

MV Capital Management, Inc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$610 (-$24)

Filed 2026-10-29

Physician Wealth Advisors, Inc.

DECREASED

Shares20 from 120

Change-100 (-83%)

Value$581 (-$3.0K)

Filed 2026-10-20

Cromwell Holdings LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$522 (-$21)

Filed 2026-10-28

Caitong International Asset Management Co., Ltd

NEW

Shares13

Change+13

Value$377

Filed 2026-10-29

UMB Private Wealth Management, LLC

NEW

Shares13

Change+13

Value$377

Filed 2026-10-19

GHP Investment Advisors, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$349 (-$13)

Filed 2026-10-15

Financial Consulate, Inc

NEW

Shares10

Change+10

Value$291

Filed 2026-10-23

Owl Creek Wealth Partners LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$291 (-$11)

Filed 2026-10-20

Davis Capital Management

INCREASED

Shares9 from 6

Change+3 (+50%)

Value$261 (+$80)

Filed 2026-10-08

Creative Financial Designs Inc

DECREASED

Shares5 from 510

Change-505 (-99%)

Value$145 (-$15.2K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$116 (-$5)

Filed 2026-10-16

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$31 (+$1)

Filed 2026-10-30

Oak Thistle LLC

CLOSED

Shares0 from 88,340

Change-88,340 (-100%)

Value$0 (-$2.7M)

Filed 2026-10-21

Imc-Chicago, LLC

CLOSED

Shares0 from 43,001

Change-43,001 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-05

Perpetual Ltd

CLOSED

Shares0 from 15,546

Change-15,546 (-100%)

Value$0 (-$468.9K)

Filed 2026-10-13

Oppenheimer & Co Inc

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$331.8K)

Filed 2026-10-26

Atria Investments, Inc

CLOSED

Shares0 from 7,567

Change-7,567 (-100%)

Value$0 (-$228.2K)

Filed 2026-10-15

Salem Investment Counselors Inc

CLOSED

Shares0 from 4,576

Change-4,576 (-100%)

Value$0 (-$138.0K)

Filed 2026-10-13

V-Square Quantitative Management LLC

CLOSED

Shares0 from 735

Change-735 (-100%)

Value$0 (-$22.2K)

Filed 2026-10-15

Trust Co of Toledo NA

CLOSED

Shares0 from 256

Change-256 (-100%)

Value$0 (-$7.7K)

Filed 2026-10-16

Cornerstone Planning Group LLC

CLOSED

Shares0 from 69

Change-69 (-100%)

Value$0 (-$2.2K)

Filed 2026-10-16

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$814)

Filed 2026-11-04

Avion Wealth

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 ($0)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$649)

Filed 2026-11-02

Evolution Advisers, Inc.

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 ($0)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 21,011,850

Change-21,011,850 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 16,834,467

Change-16,834,467 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 12,035,994

Change-12,035,994 (-100%)

Value—

State Street Corp

N/A

Shares— from 7,592,955

Change-7,592,955 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 5,856,593

Change-5,856,593 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 4,957,271

Change-4,957,271 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 3,482,545

Change-3,482,545 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 3,099,543

Change-3,099,543 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,501,704

Change-2,501,704 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 2,382,143

Change-2,382,143 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 2,038,125

Change-2,038,125 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,636,752

Change-1,636,752 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,546,723

Change-1,546,723 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,505,944

Change-1,505,944 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,203,072

Change-1,203,072 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,115,451

Change-1,115,451 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,083,063

Change-1,083,063 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 889,927

Change-889,927 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 868,302

Change-868,302 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 842,713

Change-842,713 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 816,994

Change-816,994 (-100%)

Value—

GRS Advisors, LLC

N/A

Shares— from 800,694

Change-800,694 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 750,223

Change-750,223 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 740,923

Change-740,923 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 737,155

Change-737,155 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 733,845

Change-733,845 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 663,408

Change-663,408 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 652,773

Change-652,773 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 585,500

Change-585,500 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 410,100

Change-410,100 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 378,826

Change-378,826 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 299,570

Change-299,570 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 291,910

Change-291,910 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 283,216

Change-283,216 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 265,161

Change-265,161 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 245,849

Change-245,849 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 234,277

Change-234,277 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 233,952

Change-233,952 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 224,261

Change-224,261 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 222,657

Change-222,657 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 221,202

Change-221,202 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 220,606

Change-220,606 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 216,018

Change-216,018 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 202,213

Change-202,213 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 195,594

Change-195,594 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 176,400

Change-176,400 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 167,614

Change-167,614 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 155,490

Change-155,490 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 141,717

Change-141,717 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 140,800

Change-140,800 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 136,022

Change-136,022 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 133,587

Change-133,587 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 127,764

Change-127,764 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 114,784

Change-114,784 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 111,423

Change-111,423 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 111,355

Change-111,355 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 107,587

Change-107,587 (-100%)

Value—

Easterly Investment Partners LLC

N/A

Shares— from 107,484

Change-107,484 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 103,245

Change-103,245 (-100%)

Value—

Bayhunt Capital LLC

N/A

Shares— from 99,315

Change-99,315 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 90,926

Change-90,926 (-100%)

Value—

Paralel Advisors LLC

N/A

Shares— from 79,800

Change-79,800 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 76,411

Change-76,411 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 70,274

Change-70,274 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 69,122

Change-69,122 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 68,179

Change-68,179 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 68,148

Change-68,148 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 67,136

Change-67,136 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 67,091

Change-67,091 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 62,897

Change-62,897 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 60,841

Change-60,841 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 59,959

Change-59,959 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 58,591

Change-58,591 (-100%)

Value—

Macquarie Group LTD

N/A

Shares— from 57,847

Change-57,847 (-100%)

Value—

Hazelview Securities Inc.

N/A

Shares— from 57,083

Change-57,083 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 54,662

Change-54,662 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 52,605

Change-52,605 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 51,932

Change-51,932 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 51,419

Change-51,419 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 51,254

Change-51,254 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 50,792

Change-50,792 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 49,918

Change-49,918 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 49,789

Change-49,789 (-100%)

Value—

Resona Asset Management Co.,Ltd.

N/A

Shares— from 48,422

Change-48,422 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 47,339

Change-47,339 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 47,032

Change-47,032 (-100%)

Value—

Ilmarinen Mutual Pension Insurance Co

N/A

Shares— from 47,000

Change-47,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 42,408

Change-42,408 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 41,348

Change-41,348 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 39,776

Change-39,776 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 39,385

Change-39,385 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 39,223

Change-39,223 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 37,839

Change-37,839 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 37,060

Change-37,060 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 35,955

Change-35,955 (-100%)

Value—

Commerce Bank

N/A

Shares— from 35,381

Change-35,381 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 34,183

Change-34,183 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 32,968

Change-32,968 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 31,958

Change-31,958 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 31,604

Change-31,604 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 31,246

Change-31,246 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 29,055

Change-29,055 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 28,960

Change-28,960 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 28,761

Change-28,761 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 27,381

Change-27,381 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 26,995

Change-26,995 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 26,922

Change-26,922 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 26,383

Change-26,383 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 26,255

Change-26,255 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 25,308

Change-25,308 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 24,502

Change-24,502 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 24,200

Change-24,200 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 23,418

Change-23,418 (-100%)

Value—

EFG International AG

N/A

Shares— from 23,033

Change-23,033 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 22,988

Change-22,988 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 22,805

Change-22,805 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 21,636

Change-21,636 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 20,869

Change-20,869 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,863

Change-20,863 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 20,385

Change-20,385 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 20,376

Change-20,376 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 20,273

Change-20,273 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 19,484

Change-19,484 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 19,373

Change-19,373 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 19,150

Change-19,150 (-100%)

Value—

FMR LLC

N/A

Shares— from 19,090

Change-19,090 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 18,972

Change-18,972 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 18,934

Change-18,934 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 18,589

Change-18,589 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 18,515

Change-18,515 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 18,263

Change-18,263 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 17,814

Change-17,814 (-100%)

Value—

Nissay Asset Management Corp N

N/A

Shares— from 17,163

Change-17,163 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,072

Change-15,072 (-100%)

Value—

Greenland Capital Management LP

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 14,782

Change-14,782 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 14,710

Change-14,710 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 14,317

Change-14,317 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 13,217

Change-13,217 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 13,109

Change-13,109 (-100%)

Value—

Optas, LLC

N/A

Shares— from 12,764

Change-12,764 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 12,490

Change-12,490 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 12,466

Change-12,466 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 11,233

Change-11,233 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 10,999

Change-10,999 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 10,785

Change-10,785 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 10,408

Change-10,408 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 10,145

Change-10,145 (-100%)

Value—

Harbor Advisors LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Hardman Johnston Global Advisors LLC

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,639

Change-9,639 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 9,102

Change-9,102 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 8,928

Change-8,928 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 8,321

Change-8,321 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 7,870

Change-7,870 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 7,700

Change-7,700 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,573

Change-7,573 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 7,528

Change-7,528 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,265

Change-7,265 (-100%)

Value—

Sagewood Asset Management LP

N/A

Shares— from 7,254

Change-7,254 (-100%)

Value—

BTC Capital Management, Inc.

N/A

Shares— from 7,230

Change-7,230 (-100%)

Value—

Eventide Asset Management, LLC

N/A

Shares— from 7,169

Change-7,169 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,045

Change-7,045 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 6,992

Change-6,992 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 6,720

Change-6,720 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,679

Change-6,679 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 6,389

Change-6,389 (-100%)

Value—

FIL Ltd

N/A

Shares— from 5,334

Change-5,334 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 4,064

Change-4,064 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,846

Change-3,846 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,652

Change-3,652 (-100%)

Value—

Quarry LP

N/A

Shares— from 3,209

Change-3,209 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,860

Change-1,860 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 1,103

Change-1,103 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 1,017

Change-1,017 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 805

Change-805 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 773

Change-773 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 656

Change-656 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 649

Change-649 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 510

Change-510 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 406

Change-406 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 405

Change-405 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 394

Change-394 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 193

Change-193 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 170

Change-170 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 166

Change-166 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 163

Change-163 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 141

Change-141 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 130

Change-130 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 113

Change-113 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 112

Change-112 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 107

Change-107 (-100%)

Value—

S&T Bank

N/A

Shares— from 99

Change-99 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 87

Change-87 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 79

Change-79 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 74

Change-74 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 39

Change-39 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 26

Change-26 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 18

Change-18 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 14

Change-14 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	3,112,993	3,222,880	-109,887	-3%	$97.2M	$90.4M	-$6.9M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	1,571,585	1,514,977	+56,608	+4%	$45.7M	$45.6M	-$86.3K	2026-11-04
Daiwa Securities Group Inc.	DECREASED	1,542,171	2,068,305	-526,134	-25%	$62.4M	$44.8M	-$17.6M	2026-10-29
Deutsche Bank Ag\	INCREASED	1,508,052	165,165	+1,342,887	+813%	$5.0M	$43.8M	+$38.8M	2026-11-06
Corda Investment Management, Llc.	DECREASED	1,275,510	1,284,718	-9,208	-1%	$38.7M	$37.0M	-$1.7M	2026-10-22
Bank of New York Mellon Corp	DECREASED	1,263,713	1,279,682	-15,969	-1%	$38.6M	$36.7M	-$1.9M	2026-11-05
LSV Asset Management	DECREASED	1,259,200	1,276,900	-17,700	-1%	$38.5M	$36.5M	-$2.0M	2026-11-06
AEW Capital Management Inc	NEW	1,165,262	—	+1,165,262	—	—	$33.8M	—	2026-11-05
AEW Capital Management L P	DECREASED	1,165,262	2,399,904	-1,234,642	-51%	$72.4M	$33.8M	-$38.6M	2026-11-06
M&G Plc	INCREASED	840,364	823,728	+16,636	+2%	$24.7M	$24.4M	-$341.3K	2026-11-04
Aberdeen Group plc	INCREASED	753,402	641,110	+112,292	+18%	$19.3M	$21.9M	+$2.5M	2026-11-06
Russell Investments Group, Ltd.	INCREASED	540,357	189,193	+351,164	+186%	$5.7M	$15.7M	+$10.0M	2026-11-06
Congress Asset Management Co	INCREASED	539,858	444,745	+95,113	+21%	$13.4M	$15.7M	+$2.3M	2026-10-06
Principal Financial Group Inc	DECREASED	527,242	532,967	-5,725	-1%	$16.1M	$15.3M	-$773.7K	2026-11-02
Pacific Heights Asset Management LLC	UNCHANGED	400,000	400,000	0	0%	$12.1M	$11.6M	-$456.0K	2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	INCREASED	307,784	305,809	+1,975	+1%	$9.2M	$8.9M	-$291.4K	2026-10-22
Creative Planning	INCREASED	279,951	279,152	+799	+0%	$8.4M	$8.1M	-$295.0K	2026-11-02
Strs Ohio	NEW	192,800	—	+192,800	—	—	$5.6M	—	2026-10-30
Asset Management One Co., Ltd.	DECREASED	153,282	154,851	-1,569	-1%	$4.7M	$4.4M	-$222.1K	2026-10-27
DekaBank Deutsche Girozentrale	INCREASED	152,660	118,192	+34,468	+29%	$2.5K	$4.4M	+$4.4M	2026-10-27
Barclays PLC	INCREASED	140,307	123,461	+16,846	+14%	$3.7M	$4.1M	+$348.1K	2026-11-06
State of Alaska, Department of Revenue	DECREASED	129,578	149,192	-19,614	-13%	$4.5M	$3.8K	-$4.5M	2026-10-15
New York State Teachers Retirement System	DECREASED	113,583	114,312	-729	-1%	$3.4M	$3.3M	-$152.0K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	DECREASED	106,989	107,499	-510	0%	$3.2M	$3.1M	-$137.3K	2026-11-03
Sterling Capital Management LLC	DECREASED	106,316	110,393	-4,077	-4%	$3.3M	$3.1M	-$244.2K	2026-10-22
Sumitomo Mitsui Trust Group, Inc.	DECREASED	105,949	118,014	-12,065	-10%	$3.6M	$3.1M	-$484.7K	2026-10-29
Swedbank AB	UNCHANGED	105,800	105,800	0	0%	$3.2M	$3.1M	-$120.6K	2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	102,433	95,380	+7,053	+7%	$2.9M	$3.0M	+$95.9K	2026-11-05
Wedge Capital Management L L P	DECREASED	101,987	102,115	-128	0%	$3.1M	$3.0M	-$120.1K	2026-10-13
Pinnacle Associates LTD	DECREASED	101,182	101,462	-280	0%	$3.1M	$2.9M	-$123.8K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	98,435	48,679	+49,756	+102%	$1.5M	$2.4M	+$903.4K	2026-10-13
Wolverine Asset Management LLC	DECREASED	89,733	139,922	-50,189	-36%	$4.2M	$2.6M	-$1.6M	2026-11-02
Amundi	INCREASED	88,998	87,182	+1,816	+2%	$2.6M	$2.6M	-$46.7K	2026-11-06
Citigroup Inc	DECREASED	87,394	138,140	-50,746	-37%	$4.2M	$2.5M	-$1.6M	2026-11-04
Thrivent Financial for Lutherans	DECREASED	70,157	72,413	-2,256	-3%	$2.2M	$2.0M	-$148.0K	2026-11-05
Illinois Municipal Retirement Fund	INCREASED	57,231	50,230	+7,001	+14%	$1.5M	$1.7M	+$145.9K	2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	54,763	37,268	+17,495	+47%	$1.1M	$1.6M	+$465.2K	2026-10-27
Nisa Investment Advisors, LLC	DECREASED	52,010	53,030	-1,020	-2%	$1.6M	$1.5M	-$90.1K	2026-10-20
LPL Financial LLC	INCREASED	51,951	24,126	+27,825	+115%	$727.6K	$1.5M	+$780.0K	2026-11-06
Louisiana State Employees Retirement System	DECREASED	47,000	48,300	-1,300	-3%	$1.5M	$1.4M	-$92.8K	2026-10-20
UMB Bank, n.a.	INCREASED	45,753	45,729	+24	+0%	$1.4M	$1.3M	-$51.4K	2026-11-06
Atwood & Palmer Inc	DECREASED	45,507	48,007	-2,500	-5%	$1.4M	$1.3M	-$127.3K	2026-10-08
State of New Jersey Common Pension Fund D	DECREASED	42,565	59,693	-17,128	-29%	$1.8M	$1.2M	-$565.1K	2026-11-05
Miller Global Investments, LLC	DECREASED	38,273	38,933	-660	-2%	$1.2M	$1.1M	-$63.5K	2026-10-02
Fideuram Asset Management (Ireland) dac	DECREASED	38,185	66,230	-28,045	-42%	$1.7M	$1.2M	-$462.5K	2026-10-29
Ethic Inc.	NEW	36,583	—	+36,583	—	—	$1.1M	—	2026-11-03
Friedenthal Financial	NEW	35,881	—	+35,881	—	—	$1.0M	—	2026-10-27
Capital Investment Advisory Services, LLC	DECREASED	35,191	36,832	-1,641	-4%	$1.1M	$1.0M	-$89.6K	2026-10-30
Achmea Investment Management B.V.	NEW	33,147	—	+33,147	—	—	$962.7K	—	2026-10-30
Swiss Life Asset Management Ltd	DECREASED	32,839	32,890	-51	0%	$992.0K	$953.0K	-$39.0K	2026-11-03
Chicago Partners Investment Group LLC	INCREASED	32,382	22,956	+9,426	+41%	$752.5K	$988.0K	+$235.5K	2026-10-27
Kestra Investment Management, LLC	DECREASED	31,840	36,258	-4,418	-12%	$1.1M	$924.0K	-$169.5K	2026-11-04
Arizona State Retirement System	INCREASED	31,052	30,424	+628	+2%	$917.6K	$901.1K	-$16.5K	2026-11-03
Knights of Columbus Asset Advisors LLC	DECREASED	30,281	31,173	-892	-3%	$940.2K	$878.8K	-$61.4K	2026-11-05
Inscription Capital, LLC	DECREASED	30,115	31,429	-1,314	-4%	$947.9K	$873.9K	-$74.0K	2026-11-02
Oppenheimer Asset Management Inc.	DECREASED	28,871	29,049	-178	-1%	$876.1K	$837.8K	-$38.3K	2026-10-27
Amalgamated Bank	DECREASED	28,635	29,656	-1,021	-3%	$894.0K	$831.0K	-$63.0K	2026-10-23
Yousif Capital Management, LLC	DECREASED	27,985	29,480	-1,495	-5%	$889.1K	$812.1K	-$77.0K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	27,805	27,781	+24	+0%	$837.9K	$806.9K	-$31.0K	2026-11-02
US Bancorp \de\	INCREASED	26,808	25,969	+839	+3%	$783.2K	$778.0K	-$5.3K	2026-11-05
HUB Investment Partners, LLC	INCREASED	26,532	22,220	+4,312	+19%	$670.2K	$770.0K	+$99.8K	2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd	INCREASED	26,487	23,384	+3,103	+13%	$705.3K	$768.7K	+$63.4K	2026-10-20
Aaron Wealth Advisors LLC	INCREASED	25,001	18,712	+6,289	+34%	$564.4K	$725.5K	+$161.2K	2026-10-13
Oregon Public Employees Retirement Fund	DECREASED	24,727	25,027	-300	-1%	$754.8K	$717.6K	-$37.2K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	24,446	16,018	+8,428	+53%	$483.1K	$709.4K	+$226.3K	2026-11-05
IFM Investors Pty Ltd	INCREASED	22,146	17,909	+4,237	+24%	$540.1K	$642.7K	+$102.5K	2026-10-14
Inspire Investing, LLC	DECREASED	21,823	22,324	-501	-2%	$673.3K	$633.3K	-$40.0K	2026-10-22
Certuity, LLC	INCREASED	20,571	15,923	+4,648	+29%	$480.2K	$597.0K	+$116.7K	2026-11-02
Baker Avenue Asset Management, LP	INCREASED	19,916	17,880	+2,036	+11%	$539.3K	$578.0K	+$38.7K	2026-11-06
Fifth Third Wealth Advisors LLC	NEW	19,804	—	+19,804	—	—	$574.7K	—	2026-10-22
Pensionfund PDN	UNCHANGED	19,802	19,802	0	0%	$597	$575	-$22	2026-10-05
Savant Capital, LLC	NEW	17,877	—	+17,877	—	—	$518.8K	—	2026-11-06
Choreo, LLC	INCREASED	17,481	13,710	+3,771	+28%	$413.5K	$507.2K	+$93.7K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	17,438	16,504	+934	+6%	$497.8K	$506.1K	+$8.3K	2026-11-02
Pictet Asset Management Holding SA	UNCHANGED	17,423	17,423	0	0%	$525.5K	$505.6K	-$19.9K	2026-11-03
Versant Capital Management, Inc	INCREASED	16,330	14,977	+1,353	+9%	$451.7K	$473.9K	+$22.2K	2026-10-02
Crestwood Advisors Group, LLC	INCREASED	15,769	10,008	+5,761	+58%	$301.8K	$457.6K	+$155.8K	2026-10-27
Evergreen Capital Management LLC	DECREASED	15,730	16,171	-441	-3%	$487.7K	$456.5K	-$31.2K	2026-10-23
Chilton Capital Management LLC	DECREASED	15,414	16,972	-1,558	-9%	$511.9K	$447.3K	-$64.6K	2026-10-28
NorthCrest Asset Manangement, LLC	NEW	15,394	—	+15,394	—	—	$449.2K	—	2026-10-13
ProShare Advisors LLC	DECREASED	15,307	15,923	-616	-4%	$480.2K	$444.2K	-$36.0K	2026-10-29
PNC Financial Services Group, Inc.	DECREASED	14,875	14,902	-27	0%	$449.4K	$431.7K	-$17.8K	2026-11-06
Larson Financial Group LLC	INCREASED	14,270	4,304	+9,966	+232%	$129.8K	$414.1K	+$284.3K	2026-11-05
UniSuper Management Pty Ltd	UNCHANGED	13,100	13,100	0	0%	$395.1K	$380.2K	-$14.9K	2026-10-26
Mutual of America Capital Management LLC	DECREASED	12,587	12,630	-43	0%	$380.9K	$365.3K	-$15.6K	2026-10-23
Everhart Financial Group, Inc.	INCREASED	11,881	9,750	+2,131	+22%	$294.1K	$344.8K	+$50.7K	2026-10-08
TCV Trust & Wealth Management, Inc.	UNCHANGED	11,025	11,025	0	0%	$332.5K	$319.9K	-$12.6K	2026-10-16
Xponance LLC	DECREASED	10,990	11,336	-346	-3%	$341.9K	$318.9K	-$23.0K	2026-11-03
CIBC Asset Management Inc	DECREASED	10,453	10,718	-265	-2%	$323.3K	$303.3K	-$19.9K	2026-11-05
Fifth Third Bancorp	INCREASED	9,889	9,396	+493	+5%	$283.4K	$287.0K	+$3.6K	2026-11-05
Pensionfund Sabic	UNCHANGED	9,698	9,698	0	0%	$292	$281	-$11	2026-10-05
Samalin Investment Counsel, LLC	INCREASED	8,948	8,635	+313	+4%	$260.4K	$259.7K	-$760	2026-10-23
Merit Financial Group, LLC	NEW	8,942	—	+8,942	—	—	$259.5K	—	2026-11-06
Interchange Capital Partners, LLC	NEW	8,600	—	+8,600	—	—	$249.6K	—	2026-10-28
Parallel Advisors, LLC	DECREASED	8,561	8,715	-154	-2%	$262.9K	$248.4K	-$14.4K	2026-11-03
Sound Income Strategies, LLC	DECREASED	8,350	9,389	-1,039	-11%	$283.2K	$243.7K	-$39.5K	2026-10-09
Arrow Investment Advisors, LLC	DECREASED	8,348	8,782	-434	-5%	$264.9K	$242.3K	-$22.6K	2026-11-02
Gamma Investing LLC	INCREASED	8,204	7,060	+1,144	+16%	$212.9K	$238.1K	+$25.2K	2026-10-08
Alps Advisors Inc	DECREASED	7,774	8,459	-685	-8%	$255.1K	$225.6K	-$29.5K	2026-11-03
Ritholtz Wealth Management	NEW	7,490	—	+7,490	—	—	$217.4K	—	2026-11-05
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	7,304	7,194	+110	+2%	$217.0K	$212.0K	-$5.0K	2026-10-23
Virginia Retirement Systems ET Al	DECREASED	7,300	65,200	-57,900	-89%	$2.0M	$211.8K	-$1.8M	2026-10-28
Keybank National Association	INCREASED	7,108	7,003	+105	+2%	$211.2K	$206.3K	-$4.9K	2026-11-04
Crossmark Global Holdings, Inc.	DECREASED	6,998	7,757	-759	-10%	$234.0K	$203.1K	-$30.9K	2026-10-21
Truist Financial Corp	DECREASED	6,938	8,489	-1,551	-18%	$256.0K	$201.3K	-$54.7K	2026-10-30
State of Wyoming	INCREASED	6,913	2,752	+4,161	+151%	$83.0K	$200.6K	+$117.6K	2026-10-28
Sagespring Wealth Partners, LLC	NEW	6,901	—	+6,901	—	—	$200.3K	—	2026-10-22
Signaturefd, LLC	DECREASED	5,833	5,838	-5	0%	$176.1K	$169.3K	-$6.8K	2026-10-23
Assetmark, Inc	DECREASED	5,445	5,551	-106	-2%	$167.4K	$158.0K	-$9.4K	2026-10-21
Farther Finance Advisors, LLC	INCREASED	4,999	2,342	+2,657	+113%	$70.6K	$145.1K	+$74.4K	2026-10-08
KBC Group NV	UNCHANGED	3,718	3,718	0	0%	$112.0K	$108.0K	-$4.0K	2026-10-22
Fulcrum Asset Management LLP	INCREASED	2,618	28	+2,590	+9250%	$845	$75.0K	+$74.1K	2026-11-04
Nykredit A/S	UNCHANGED	2,196	2,196	0	0%	$66.2K	$63.7K	-$2.5K	2026-11-06
Elevation Wealth Partners, LLC	INCREASED	2,094	1,065	+1,029	+97%	$32.1K	$60.8K	+$28.6K	2026-10-07
Spirit of America Management Corp	UNCHANGED	2,000	2,000	0	0%	$60.3K	$58.0K	-$2.3K	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	1,937	1,786	+151	+8%	$53.9K	$56.2K	+$2.3K	2026-11-04
Duff & Phelps Investment Management Co	DECREASED	1,797	3,097	-1,300	-42%	$93.4K	$52.1K	-$41.3K	2026-11-06
Elyxium Wealth, LLC	NEW	1,697	—	+1,697	—	—	$49.2K	—	2026-10-27
True Wealth Design, LLC	INCREASED	1,463	1,042	+421	+40%	$31.4K	$42.5K	+$11.0K	2026-10-13
GF Fund Management Co. Ltd.	DECREASED	1,455	1,488	-33	-2%	$44.9K	$42.2K	-$2.7K	2026-10-26
Allworth Financial LP	INCREASED	1,345	1,261	+84	+7%	$38.0K	$40.6K	+$2.5K	2026-11-06
Beacon Financial Strategies Corp	UNCHANGED	1,300	1,300	0	0%	$39.2K	$37.7K	-$1.5K	2026-10-14
Strengthening Families & Communities, LLC	INCREASED	1,244	1,224	+20	+2%	$36.9K	$36.1K	-$810	2026-10-21
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,019	1,056	-37	-3%	$31.8K	$29.6K	-$2.3K	2026-10-27
Pension & Wealth Management Advisors, Inc.	NEW	970	—	+970	—	—	$28.1K	—	2026-10-16
Salomon & Ludwin, LLC	UNCHANGED	969	969	0	0%	$30.0K	$28.1K	-$1.8K	2026-10-29
Parkside Financial Bank & Trust	INCREASED	753	513	+240	+47%	$15.5K	$21.9K	+$6.4K	2026-10-27
Bare Financial Services, Inc	INCREASED	691	634	+57	+9%	$19.1K	$20.1K	+$931	2026-11-04
GoalVest Advisory LLC	NEW	446	—	+446	—	—	$12.9K	—	2026-10-02
Exchange Traded Concepts, LLC	NEW	433	—	+433	—	—	$12.6K	—	2026-10-28
Eastern Bank	UNCHANGED	359	359	0	0%	$10.8K	$10.4K	-$409	2026-10-05
Highline Wealth Partners LLC	UNCHANGED	306	306	0	0%	$9.2K	$8.9K	-$349	2026-10-19
Covestor Ltd	DECREASED	301	1,414	-1,113	-79%	$43.0K	$9	-$43.0K	2026-10-30
SJS Investment Consulting Inc.	INCREASED	276	115	+161	+140%	$3.5K	$8.0K	+$4.5K	2026-10-26
Capital Advisors, Ltd. LLC	NEW	262	—	+262	—	—	$8	—	2026-10-27
Fortitude Family Office, LLC	INCREASED	262	43	+219	+509%	$1.3K	$7.6K	+$6.3K	2026-10-14
Root Financial Partners, LLC	NEW	249	—	+249	—	—	$7.2K	—	2026-10-21
Essential Partners LLC	DECREASED	177	472	-295	-62%	$14.2K	$5.1K	-$9.1K	2026-10-14
Mirae Asset Global Investments Co., Ltd.	DECREASED	174	454	-280	-62%	$13.7K	$5.0K	-$8.6K	2026-11-03
Cedar Mountain Advisors, LLC	UNCHANGED	161	161	0	0%	$4.9K	$4.7K	-$184	2026-10-15
High Note Wealth, LLC	UNCHANGED	155	155	0	0%	$4.7K	$4.5K	-$177	2026-10-27
Private Trust Co NA	UNCHANGED	136	136	0	0%	$4.1K	$3.9K	-$155	2026-10-20
Clark Wealth Partners	NEW	122	—	+122	—	—	$3.5K	—	2026-10-19
Clearstead Advisors, LLC	INCREASED	107	32	+75	+234%	$966	$3.1K	+$2.1K	2026-11-06
Farmers & Merchants Investments Inc	INCREASED	106	61	+45	+74%	$1.8K	$3.1K	+$1.2K	2026-10-22
Grove Bank & Trust	UNCHANGED	97	97	0	0%	$2.9K	$2.8K	-$111	2026-10-08
WPG Advisers, LLC	UNCHANGED	96	96	0	0%	$2.9K	$2.8K	-$109	2026-10-27
Activest Wealth Management	UNCHANGED	88	88	0	0%	$2.7K	$2.6K	-$100	2026-10-15
Private Wealth Management Group, LLC	UNCHANGED	79	79	0	0%	$2.4K	$2.3K	-$90	2026-10-19
MassMutual Private Wealth & Trust, FSB	DECREASED	77	167	-90	-54%	$5.0K	$2.2K	-$2.8K	2026-10-05
Gilpin Wealth Management, LLC	INCREASED	72	12	+60	+500%	$362	$2.1K	+$1.7K	2026-10-09
Bell Investment Advisors, Inc	UNCHANGED	70	70	0	0%	$2.1K	$2.0K	-$80	2026-10-29
Rossby Financial, LCC	INCREASED	54	43	+11	+26%	$1.3K	$1.6K	+$270	2026-11-05
JFS Wealth Advisors, LLC	INCREASED	45	6	+39	+650%	$181	$1.3K	+$1.1K	2026-11-03
Silver Grove Financial Group, Inc.	INCREASED	30	15	+15	+100%	$452	$871	+$419	2026-11-05
Spire Wealth Management	UNCHANGED	24	24	0	0%	$724	$696	-$28	2026-10-30
Valley National Advisers Inc	NEW	22	—	+22	—	—	$639	—	2026-10-23
MV Capital Management, Inc.	UNCHANGED	21	21	0	0%	$634	$610	-$24	2026-10-29
Physician Wealth Advisors, Inc.	DECREASED	20	120	-100	-83%	$3.6K	$581	-$3.0K	2026-10-20
Cromwell Holdings LLC	UNCHANGED	18	18	0	0%	$543	$522	-$21	2026-10-28
Caitong International Asset Management Co., Ltd	NEW	13	—	+13	—	—	$377	—	2026-10-29
UMB Private Wealth Management, LLC	NEW	13	—	+13	—	—	$377	—	2026-10-19
GHP Investment Advisors, Inc.	UNCHANGED	12	12	0	0%	$362	$349	-$13	2026-10-15
Financial Consulate, Inc	NEW	10	—	+10	—	—	$291	—	2026-10-23
Owl Creek Wealth Partners LLC	UNCHANGED	10	10	0	0%	$302	$291	-$11	2026-10-20
Davis Capital Management	INCREASED	9	6	+3	+50%	$181	$261	+$80	2026-10-08
Creative Financial Designs Inc	DECREASED	5	510	-505	-99%	$15.4K	$145	-$15.2K	2026-11-04
IFP Advisors, Inc	UNCHANGED	4	4	0	0%	$121	$116	-$5	2026-10-16
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$30	$31	+$1	2026-10-30
Oak Thistle LLC	CLOSED	0	88,340	-88,340	-100%	$2.7M	$0	-$2.7M	2026-10-21
Imc-Chicago, LLC	CLOSED	0	43,001	-43,001	-100%	$1.3M	$0	-$1.3M	2026-11-05
Perpetual Ltd	CLOSED	0	15,546	-15,546	-100%	$468.9K	$0	-$468.9K	2026-10-13
Oppenheimer & Co Inc	CLOSED	0	11,000	-11,000	-100%	$331.8K	$0	-$331.8K	2026-10-26
Atria Investments, Inc	CLOSED	0	7,567	-7,567	-100%	$228.2K	$0	-$228.2K	2026-10-15
Salem Investment Counselors Inc	CLOSED	0	4,576	-4,576	-100%	$138.0K	$0	-$138.0K	2026-10-13
V-Square Quantitative Management LLC	CLOSED	0	735	-735	-100%	$22.2K	$0	-$22.2K	2026-10-15
Trust Co of Toledo NA	CLOSED	0	256	-256	-100%	$7.7K	$0	-$7.7K	2026-10-16
Cornerstone Planning Group LLC	CLOSED	0	69	-69	-100%	$2.2K	$0	-$2.2K	2026-10-16
Plante Moran Financial Advisors, LLC	CLOSED	0	27	-27	-100%	$814	$0	-$814	2026-11-04
Avion Wealth	CLOSED	0	24	-24	-100%	$0	$0	$0	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	21	-21	-100%	$649	$0	-$649	2026-11-02
Evolution Advisers, Inc.	CLOSED	0	20	-20	-100%	$0	$0	$0	2026-11-06
BlackRock, Inc.	N/A	—	21,011,850	-21,011,850	-100%	$633.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	16,834,467	-16,834,467	-100%	$507.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	12,035,994	-12,035,994	-100%	$363.0M	—	—	—
State Street Corp	N/A	—	7,592,955	-7,592,955	-100%	$229.0M	—	—	—
Massachusetts Financial Services Co	N/A	—	5,856,593	-5,856,593	-100%	$187.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	4,957,271	-4,957,271	-100%	$149.5M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	3,482,545	-3,482,545	-100%	$105.0M	—	—	—
Quantinno Capital Management LP	N/A	—	3,099,543	-3,099,543	-100%	$93.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,501,704	-2,501,704	-100%	$75.5M	—	—	—
Gotham Asset Management, LLC	N/A	—	2,382,143	-2,382,143	-100%	$71.8M	—	—	—
Northern Trust Corp	N/A	—	2,038,125	-2,038,125	-100%	$61.5M	—	—	—
Morgan Stanley	N/A	—	1,636,752	-1,636,752	-100%	$49.4M	—	—	—
SEI Investments Co	N/A	—	1,546,723	-1,546,723	-100%	$46.6M	—	—	—
Nuveen, LLC	N/A	—	1,505,944	-1,505,944	-100%	$45.4M	—	—	—
Bank of America Corp	N/A	—	1,203,072	-1,203,072	-100%	$36.3M	—	—	—
Ameriprise Financial Inc	N/A	—	1,115,451	-1,115,451	-100%	$33.6M	—	—	—
UBS Group AG	N/A	—	1,083,063	-1,083,063	-100%	$32.7M	—	—	—
JPMorgan Chase & Co	N/A	—	889,927	-889,927	-100%	$27.0M	—	—	—
Invesco Ltd.	N/A	—	868,302	-868,302	-100%	$26.2M	—	—	—
Jupiter Topco LLC	N/A	—	842,713	-842,713	-100%	$25.4M	—	—	—
Victory Capital Management Inc	N/A	—	816,994	-816,994	-100%	$24.6M	—	—	—
GRS Advisors, LLC	N/A	—	800,694	-800,694	-100%	$24.1M	—	—	—
Legal & General Group Plc	N/A	—	750,223	-750,223	-100%	$22.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	740,923	-740,923	-100%	$22.3M	—	—	—
Franklin Resources Inc	N/A	—	737,155	-737,155	-100%	$22.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	733,845	-733,845	-100%	$22.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	663,408	-663,408	-100%	$20.0M	—	—	—
AQR Capital Management LLC	N/A	—	652,773	-652,773	-100%	$19.7M	—	—	—
SCS Capital Management LLC	N/A	—	585,500	-585,500	-100%	$17.7M	—	—	—
Renaissance Technologies LLC	N/A	—	410,100	-410,100	-100%	$12.4M	—	—	—
Public Sector Pension Investment Board	N/A	—	378,826	-378,826	-100%	$11.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	299,570	-299,570	-100%	$9.0M	—	—	—
Rhumbline Advisers	N/A	—	291,910	-291,910	-100%	$8.8M	—	—	—
Canada Life Assurance Co	N/A	—	283,216	-283,216	-100%	$8.5M	—	—	—
Boothbay Fund Management, LLC	N/A	—	265,161	-265,161	-100%	$8.0M	—	—	—
First Trust Advisors LP	N/A	—	245,849	-245,849	-100%	$7.4M	—	—	—
Citadel Advisors LLC	N/A	—	234,277	-234,277	-100%	$7.1M	—	—	—
HSBC Holdings PLC	N/A	—	233,952	-233,952	-100%	$7.1M	—	—	—
Hudson Bay Capital Management LP	N/A	—	224,261	-224,261	-100%	$6.8M	—	—	—
Allianz Asset Management GmbH	N/A	—	222,657	-222,657	-100%	$6.7M	—	—	—
Swiss National Bank	N/A	—	221,202	-221,202	-100%	$6.7M	—	—	—
Bessemer Group Inc	N/A	—	220,606	-220,606	-100%	$6.7M	—	—	—
Wells Fargo & Company	N/A	—	216,018	-216,018	-100%	$6.5M	—	—	—
Winton Group Ltd	N/A	—	202,213	-202,213	-100%	$6.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	195,594	-195,594	-100%	$5.9M	—	—	—
Nomura Asset Management Co LTD	N/A	—	176,400	-176,400	-100%	$5.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	167,614	-167,614	-100%	$5.1M	—	—	—
Alliancebernstein L.P.	N/A	—	155,490	-155,490	-100%	$3.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	141,717	-141,717	-100%	$4.3M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	140,800	-140,800	-100%	$4.2M	—	—	—
Natixis Advisors, LLC	N/A	—	136,022	-136,022	-100%	$4.1M	—	—	—
Royal Bank of Canada	N/A	—	133,587	-133,587	-100%	$4.0M	—	—	—
California State Teachers Retirement System	N/A	—	127,764	-127,764	-100%	$3.9M	—	—	—
Prudential Financial Inc	N/A	—	114,784	-114,784	-100%	$3.5M	—	—	—
Raymond James Financial Inc	N/A	—	111,423	-111,423	-100%	$3.4M	—	—	—
IEQ Capital, LLC	N/A	—	111,355	-111,355	-100%	$3.4M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	107,587	-107,587	-100%	$3.2M	—	—	—
Easterly Investment Partners LLC	N/A	—	107,484	-107,484	-100%	$3.2M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	103,245	-103,245	-100%	$3.1M	—	—	—
Bayhunt Capital LLC	N/A	—	99,315	-99,315	-100%	$2.6M	—	—	—
Stifel Financial Corp	N/A	—	90,926	-90,926	-100%	$2.7M	—	—	—
Paralel Advisors LLC	N/A	—	79,800	-79,800	-100%	$2.4M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	76,411	-76,411	-100%	$2.3M	—	—	—
Advisory Services Network, LLC	N/A	—	70,274	-70,274	-100%	$2.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	69,122	-69,122	-100%	$2.1M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	68,179	-68,179	-100%	$2.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	68,148	-68,148	-100%	$2.1M	—	—	—
Focus Partners Wealth	N/A	—	67,136	-67,136	-100%	$2.0M	—	—	—
Summit Trail Advisors, LLC	N/A	—	67,091	-67,091	-100%	$2.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	62,897	-62,897	-100%	$1.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	60,841	-60,841	-100%	$1.8M	—	—	—
Penserra Capital Management LLC	N/A	—	59,959	-59,959	-100%	$1.8M	—	—	—
Nomura Asset Management International Inc.	N/A	—	58,591	-58,591	-100%	$1.8M	—	—	—
Macquarie Group LTD	N/A	—	57,847	-57,847	-100%	$1.7M	—	—	—
Hazelview Securities Inc.	N/A	—	57,083	-57,083	-100%	$1.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	54,662	-54,662	-100%	$1.6M	—	—	—
Polymer Capital Management (US) LLC	N/A	—	52,605	-52,605	-100%	$1.6M	—	—	—
Pathstone Holdings, LLC	N/A	—	51,932	-51,932	-100%	$1.6M	—	—	—
Holocene Advisors, LP	N/A	—	51,419	-51,419	-100%	$1.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	51,254	-51,254	-100%	$1.5M	—	—	—
Odyssean, LLC	N/A	—	50,792	-50,792	-100%	$1.5M	—	—	—
Caprock Group, LLC	N/A	—	49,918	-49,918	-100%	$1.5M	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	49,789	-49,789	-100%	$1.5M	—	—	—
Resona Asset Management Co.,Ltd.	N/A	—	48,422	-48,422	-100%	$1.5M	—	—	—
Cerity Partners LLC	N/A	—	47,339	-47,339	-100%	$1.4M	—	—	—
Rialto Wealth Management, LLC	N/A	—	47,032	-47,032	-100%	$1.4M	—	—	—
Ilmarinen Mutual Pension Insurance Co	N/A	—	47,000	-47,000	-100%	$1.4M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	42,408	-42,408	-100%	$1.3M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	41,348	-41,348	-100%	$1.2M	—	—	—
Two Sigma Investments, LP	N/A	—	39,776	-39,776	-100%	$1.2M	—	—	—
New York State Common Retirement Fund	N/A	—	39,385	-39,385	-100%	$1.2M	—	—	—
Handelsbanken Fonder AB	N/A	—	39,223	-39,223	-100%	$1.2K	—	—	—
Edgestream Partners, L.P.	N/A	—	37,839	-37,839	-100%	$1.1M	—	—	—
Cambria Investment Management, L.P.	N/A	—	37,060	-37,060	-100%	$1.1M	—	—	—
Van Eck Associates Corp	N/A	—	35,955	-35,955	-100%	$1.1M	—	—	—
Commerce Bank	N/A	—	35,381	-35,381	-100%	$1.1M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	34,183	-34,183	-100%	$1.0M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	32,968	-32,968	-100%	$994.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	31,958	-31,958	-100%	$963.9K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	31,604	-31,604	-100%	$953.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	31,246	-31,246	-100%	$942.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	29,055	-29,055	-100%	$876.3K	—	—	—
Bramshill Investments, LLC	N/A	—	28,960	-28,960	-100%	$873.4K	—	—	—
Metis Global Partners, LLC	N/A	—	28,761	-28,761	-100%	$867.4K	—	—	—
Kera Capital Partners, Inc.	N/A	—	27,381	-27,381	-100%	$825.8K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	26,995	-26,995	-100%	$814.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	26,922	-26,922	-100%	$812.0K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	26,383	-26,383	-100%	$795.7K	—	—	—
Bank of Montreal	N/A	—	26,255	-26,255	-100%	$791.9K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	25,308	-25,308	-100%	$763.3K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	24,502	-24,502	-100%	$739.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	24,200	-24,200	-100%	$729.9K	—	—	—
Vident Advisory, LLC	N/A	—	23,418	-23,418	-100%	$706.3K	—	—	—
EFG International AG	N/A	—	23,033	-23,033	-100%	$694.7K	—	—	—
Captrust Financial Advisors	N/A	—	22,988	-22,988	-100%	$693.3K	—	—	—
Syon Capital LLC	N/A	—	22,805	-22,805	-100%	$687.8K	—	—	—
Vestcor Inc	N/A	—	21,636	-21,636	-100%	$653.0K	—	—	—
Voya Investment Management LLC	N/A	—	20,869	-20,869	-100%	$629.4K	—	—	—
XTX Topco Ltd	N/A	—	20,863	-20,863	-100%	$629.2K	—	—	—
Cetera Investment Advisers	N/A	—	20,385	-20,385	-100%	$614.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	20,376	-20,376	-100%	$614.5K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	20,273	-20,273	-100%	$611.4K	—	—	—
M&T Bank Corp	N/A	—	19,484	-19,484	-100%	$588.0K	—	—	—
Arax Advisory Partners	N/A	—	19,373	-19,373	-100%	$584.3K	—	—	—
Atom Investors LP	N/A	—	19,150	-19,150	-100%	$577.6K	—	—	—
FMR LLC	N/A	—	19,090	-19,090	-100%	$575.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	18,972	-18,972	-100%	$572.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	18,934	-18,934	-100%	$571.1K	—	—	—
Neuberger Berman Group LLC	N/A	—	18,589	-18,589	-100%	$560.6K	—	—	—
Teacher Retirement System of Texas	N/A	—	18,515	-18,515	-100%	$558.4K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	18,263	-18,263	-100%	$550.8K	—	—	—
Lazard Asset Management LLC	N/A	—	17,814	-17,814	-100%	$537.3K	—	—	—
Nissay Asset Management Corp N	N/A	—	17,163	-17,163	-100%	$517.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,072	-15,072	-100%	$455.0K	—	—	—
Greenland Capital Management LP	N/A	—	15,000	-15,000	-100%	$452.4K	—	—	—
Capital Fund Management S.A.	N/A	—	14,782	-14,782	-100%	$445.8K	—	—	—
Inceptionr LLC	N/A	—	14,710	-14,710	-100%	$443.7K	—	—	—
Intech Investment Management LLC	N/A	—	14,317	-14,317	-100%	$431.8K	—	—	—
Cullen Capital Management, LLC	N/A	—	13,217	-13,217	-100%	$398.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	13,109	-13,109	-100%	$395.4K	—	—	—
Optas, LLC	N/A	—	12,764	-12,764	-100%	$385.0K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	12,490	-12,490	-100%	$376.7K	—	—	—
GeoWealth Management, LLC	N/A	—	12,466	-12,466	-100%	$376.0K	—	—	—
Empowered Funds, LLC	N/A	—	11,233	-11,233	-100%	$338.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	10,999	-10,999	-100%	$328.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	10,785	-10,785	-100%	$325.3K	—	—	—
Frec Markets, Inc.	N/A	—	10,408	-10,408	-100%	$313.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	10,145	-10,145	-100%	$306.0K	—	—	—
Harbor Advisors LLC	N/A	—	10,000	-10,000	-100%	$301.6K	—	—	—
Hardman Johnston Global Advisors LLC	N/A	—	9,700	-9,700	-100%	$292.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,639	-9,639	-100%	$290.7K	—	—	—
QRG Capital Management, Inc.	N/A	—	9,102	-9,102	-100%	$274.5K	—	—	—
Readystate Asset Management LP	N/A	—	8,928	-8,928	-100%	$269.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	8,321	-8,321	-100%	$251.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	7,870	-7,870	-100%	$237.0K	—	—	—
HM Payson & Co	N/A	—	7,700	-7,700	-100%	$232.2K	—	—	—
HighTower Advisors, LLC	N/A	—	7,573	-7,573	-100%	$228.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	7,528	-7,528	-100%	$227.0K	—	—	—
Summit Financial, LLC	N/A	—	7,265	-7,265	-100%	$219.1K	—	—	—
Sagewood Asset Management LP	N/A	—	7,254	-7,254	-100%	$218.8K	—	—	—
BTC Capital Management, Inc.	N/A	—	7,230	-7,230	-100%	$218.1K	—	—	—
Eventide Asset Management, LLC	N/A	—	7,169	-7,169	-100%	$216.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,045	-7,045	-100%	$212.5K	—	—	—
DnB Asset Management AS	N/A	—	6,992	-6,992	-100%	$210.9K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	6,720	-6,720	-100%	$202.7K	—	—	—
MML Investors Services, LLC	N/A	—	6,679	-6,679	-100%	$201.4K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	6,389	-6,389	-100%	$192.7K	—	—	—
FIL Ltd	N/A	—	5,334	-5,334	-100%	$160.9K	—	—	—
Quantbot Technologies LP	N/A	—	5,000	-5,000	-100%	$150.8K	—	—	—
Quent Capital, LLC	N/A	—	4,064	-4,064	-100%	$122.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,846	-3,846	-100%	$116.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,652	-3,652	-100%	$110.1K	—	—	—
Quarry LP	N/A	—	3,209	-3,209	-100%	$96.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,860	-1,860	-100%	$56.1K	—	—	—
Brookfield Corp	N/A	—	1,103	-1,103	-100%	$33.3K	—	—	—
Heritage Wealth Advisors	N/A	—	1,017	-1,017	-100%	$30.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,000	-1,000	-100%	$30.2K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	805	-805	-100%	$24.3K	—	—	—
Sachetta, LLC	N/A	—	773	-773	-100%	$23.3K	—	—	—
Rothschild Investment LLC	N/A	—	656	-656	-100%	$19.8K	—	—	—
Optiver Holding B.V.	N/A	—	649	-649	-100%	$19.6K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	510	-510	-100%	$15.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	406	-406	-100%	$12.2K	—	—	—
WealthCollab, LLC	N/A	—	405	-405	-100%	$12.2K	—	—	—
Osbon Capital Management LLC	N/A	—	394	-394	-100%	$11.9K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	300	-300	-100%	$9.0K	—	—	—
Prosperity Bancshares Inc	N/A	—	193	-193	-100%	$5.8K	—	—	—
LRI Investments, LLC	N/A	—	170	-170	-100%	$5.1K	—	—	—
Synergy Investment Management, LLC	N/A	—	166	-166	-100%	$5.7K	—	—	—
JPL Wealth Management, LLC	N/A	—	163	-163	-100%	$4.9K	—	—	—
Huntington National Bank	N/A	—	163	-163	-100%	$4.9K	—	—	—
Marshall Investment Management, LLC	N/A	—	143	-143	-100%	$4.3K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	141	-141	-100%	$4.3K	—	—	—
SouthState Bank Corp	N/A	—	130	-130	-100%	$3.9K	—	—	—
CVA Family Office, LLC	N/A	—	125	-125	-100%	$3.8K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	113	-113	-100%	$3.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	112	-112	-100%	$3.4K	—	—	—
IMA Advisory Services, Inc.	N/A	—	107	-107	-100%	$3.2K	—	—	—
S&T Bank	N/A	—	99	-99	-100%	$3.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	87	-87	-100%	$2.6K	—	—	—
BFC Planning, Inc.	N/A	—	79	-79	-100%	$2.4K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	77	-77	-100%	$2.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	74	-74	-100%	$2.2K	—	—	—
Harbour Investments, Inc.	N/A	—	39	-39	-100%	$1.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	26	-26	-100%	$754	—	—	—
SHP Wealth Management	N/A	—	18	-18	-100%	$543	—	—	—
Ankerstar Wealth, LLC	N/A	—	17	-17	-100%	$513	—	—	—
Silicon Valley Capital Partners	N/A	—	14	-14	-100%	$408	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	6	-6	-100%	$181	—	—	—
Dunhill Financial, LLC	N/A	—	6	-6	-100%	$207	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1	-1	-100%	$28	—	—	—

Showing 393 of 393 institutions