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Honda Motor Co LTD (HMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,233,848 from 1,221,178
Change+12,670 (+1%)
Value$39.0M (+$5.9M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares317,396 from 277,281
Change+40,115 (+14%)
Value$10.0M (+$2.5M)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
DECREASED
Shares190,792 from 191,449
Change-657 (0%)
Value$6.0M (+$838.8K)
Filed 2026-10-13
Addenda Capital Inc.
UNCHANGED
Shares179,400 from 179,400
Change0 (0%)
Value$5.7M (+$805.5K)
Filed 2026-10-13
Auto-Owners Insurance Co
UNCHANGED
Shares168,150 from 168,150
Change0 (0%)
Value$5.3M (+$755.0K)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
DECREASED
Shares150,167 from 159,647
Change-9,480 (-6%)
Value$4.7M (+$417.2K)
Filed 2026-10-21
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares130,693 from 130,693
Change0 (0%)
Value$3.5M ($0)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares99,257 from 81,115
Change+18,142 (+22%)
Value$3.1M (+$937.5K)
Filed 2026-10-29
Ritholtz Wealth Management
DECREASED
Shares91,016 from 94,790
Change-3,774 (-4%)
Value$2.9M (+$306.4K)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares74,007 from 84,860
Change-10,853 (-13%)
Value$2.3M (+$111.8K)
Filed 2026-11-05
Highland Capital Management, LLC
DECREASED
Shares72,335 from 72,785
Change-450 (-1%)
Value$2.3M (+$312.6K)
Filed 2026-10-26
ABC Arbitrage SA
INCREASED
Shares68,645 from 48,480
Change+20,165 (+42%)
Value$2.2M (+$854.9K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares68,252 from 42,037
Change+26,215 (+62%)
Value$2.2M (+$1.0M)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares64,405 from 160,801
Change-96,396 (-60%)
Value$2.0M (-$2.3M)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
DECREASED
Shares62,327 from 62,348
Change-21 (0%)
Value$2.0M (+$279.3K)
Filed 2026-10-09
IPG Investment Advisors LLC
UNCHANGED
Shares60,645 from 60,645
Change0 (0%)
Value$1.9M (+$272.3K)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares59,394 from 9,229
Change+50,165 (+544%)
Value$1.9M (+$1.6M)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares52,876 from 53,631
Change-755 (-1%)
Value$1.7M (+$217.0K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares50,197 from 58,532
Change-8,335 (-14%)
Value$1.6M (-$563)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares47,884 from 47,645
Change+239 (+1%)
Value$1.6M (+$304.3K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares47,208 from 47,625
Change-417 (-1%)
Value$1.5M (+$200.7K)
Filed 2026-11-05
LVW Advisors, LLC
INCREASED
Shares42,308 from 33,237
Change+9,071 (+27%)
Value$1.3M (+$435.9K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares38,203 from 61,783
Change-23,580 (-38%)
Value$1.2M (-$467.7K)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares37,034 from 11,607
Change+25,427 (+219%)
Value$1.2M (+$855.6K)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares35,558 from 32,763
Change+2,795 (+9%)
Value$1.1M (+$235.4K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares35,508 from 33,166
Change+2,342 (+7%)
Value$1.1M (+$222.9K)
Filed 2026-10-23
Ethic Inc.
DECREASED
Shares35,487 from 69,407
Change-33,920 (-49%)
Value$1.1M (-$760.3K)
Filed 2026-11-03
Persium Advisors, LLC
INCREASED
Shares35,438 from 34,709
Change+729 (+2%)
Value$1.1M (+$178.9K)
Filed 2026-10-07
Kathmere Capital Management, LLC
INCREASED
Shares34,517 from 25,907
Change+8,610 (+33%)
Value$1.1M (+$388.4K)
Filed 2026-10-20
Harrington Investments, Inc
DECREASED
Shares34,208 from 34,493
Change-285 (-1%)
Value$1.1M (+$145.9K)
Filed 2026-10-14
Evergreen Capital Management LLC
DECREASED
Shares33,983 from 35,891
Change-1,908 (-5%)
Value$1.1M (+$100.9K)
Filed 2026-10-23
Gibbs Wealth Management
INCREASED
Shares33,932 from 29,388
Change+4,544 (+15%)
Value$1.1M (+$275.5K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares31,981 from 32,013
Change-32 (0%)
Value$1.0M (+$142.7K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares29,668 from 16,857
Change+12,811 (+76%)
Value$937.5K (+$480.5K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares27,133 from 27,333
Change-200 (-1%)
Value$857.4K (+$116.4K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares27,123 from 20,536
Change+6,587 (+32%)
Value$880.9K (+$307.4K)
Filed 2026-10-13
Investment Research Partners LLC
INCREASED
Shares26,558 from 26,335
Change+223 (+1%)
Value$839.2K (+$125.3K)
Filed 2026-10-19
Plan A Wealth LLC
INCREASED
Shares24,858 from 24,460
Change+398 (+2%)
Value$785.5K (+$122.4K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares24,123 from 16,896
Change+7,227 (+43%)
Value$762.3K (+$304.2K)
Filed 2026-10-27
Abel Hall, LLC
INCREASED
Shares23,848 from 23,130
Change+718 (+3%)
Value$753.6K (+$126.5K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares22,827 from 18,089
Change+4,738 (+26%)
Value$721.4K (+$231.0K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
DECREASED
Shares22,570 from 22,970
Change-400 (-2%)
Value$713.2K (+$90.5K)
Filed 2026-10-20
Manske Wealth Management
INCREASED
Shares22,453 from 20,690
Change+1,763 (+9%)
Value$709.5K (+$148.6K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares21,927 from 20,830
Change+1,097 (+5%)
Value$692.9K (+$128.2K)
Filed 2026-10-28
Oppenheimer Asset Management Inc.
DECREASED
Shares21,074 from 21,211
Change-137 (-1%)
Value$665.9K (+$90.9K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED
Shares18,391 from 37,330
Change-18,939 (-51%)
Value$581.2K (-$430.9K)
Filed 2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares17,925 from 17,925
Change0 (0%)
Value$566.4K (+$80.5K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares17,891 from 17,424
Change+467 (+3%)
Value$565.4K (+$93.0K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED
Shares17,660 from 14,830
Change+2,830 (+19%)
Value$554.3K (+$137.6K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares17,488 from 15,371
Change+2,117 (+14%)
Value$552.6K (+$135.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares17,402 from 13,141
Change+4,261 (+32%)
Value$549.9K (+$193.7K)
Filed 2026-11-02
Hedges Asset Management LLC
DECREASED
Shares16,600 from 16,800
Change-200 (-1%)
Value$524.6K (+$69.1K)
Filed 2026-10-29
Mondrian Investment Partners LTD
DECREASED
Shares16,438 from 31,837
Change-15,399 (-48%)
Value$559.9K (-$299.7K)
Filed 2026-10-23
Versant Capital Management, Inc
INCREASED
Shares16,220 from 15,422
Change+798 (+5%)
Value$512.6K (+$94.5K)
Filed 2026-10-02
M Holdings Securities, Inc.
NEW
Shares14,226
Change+14,226
Value$487
Filed 2026-11-03
Portside Wealth Group, LLC
NEW
Shares14,210
Change+14,210
Value$449.0K
Filed 2026-10-20
Xponance LLC
INCREASED
Shares12,833 from 11,843
Change+990 (+8%)
Value$405.5K (+$84.5K)
Filed 2026-11-03
State of Wyoming
DECREASED
Shares12,477 from 13,401
Change-924 (-7%)
Value$394.3K (+$31.0K)
Filed 2026-10-28
Equity Investment Corp
DECREASED
Shares11,999 from 162,412
Change-150,413 (-93%)
Value$379.2K (-$4.0M)
Filed 2026-11-04
Heritage Investors Management Corp
DECREASED
Shares11,822 from 13,096
Change-1,274 (-10%)
Value$374.0K (+$19.0K)
Filed 2026-10-29
Prospera Financial Services Inc
DECREASED
Shares11,815 from 12,771
Change-956 (-7%)
Value$401.3K (+$55.1K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares11,727 from 10,644
Change+1,083 (+10%)
Value$370.6K (+$82.0K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares10,664 from 11,357
Change-693 (-6%)
Value$337.0K (+$29.1K)
Filed 2026-10-30
Trust Point Inc.
INCREASED
Shares10,372 from 9,753
Change+619 (+6%)
Value$327.8K (+$63.4K)
Filed 2026-10-27
180 Wealth Advisors, LLC
DECREASED
Shares10,320 from 10,735
Change-415 (-4%)
Value$326.1K (+$35.1K)
Filed 2026-11-03
Focused Alpha, LLC
INCREASED
Shares10,230 from 9,938
Change+292 (+3%)
Value$323.3K (+$53.9K)
Filed 2026-10-20
Summit Global Investments
INCREASED
Shares10,164 from 9,469
Change+695 (+7%)
Value$321.0K (+$64.0K)
Filed 2026-10-28
626 Financial, LLC
UNCHANGED
Shares10,037 from 10,037
Change0 (0%)
Value$317.2K (+$45.1K)
Filed 2026-11-04
Axxion S.A.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$316.0K (+$44.9K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares9,945 from 7,488
Change+2,457 (+33%)
Value$314.3K (+$111.2K)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares9,843 from 8,240
Change+1,603 (+19%)
Value$311.0K (+$87.7K)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares9,749 from 10,397
Change-648 (-6%)
Value$308.1K (+$26.2K)
Filed 2026-10-29
Diversify Advisory Services, LLC
INCREASED
Shares9,527 from 6,938
Change+2,589 (+37%)
Value$324.5K (+$122.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,527 from 6,938
Change+2,589 (+37%)
Value$324.5K (+$122.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares9,463 from 9,646
Change-183 (-2%)
Value$299.0K (+$37.5K)
Filed 2026-11-04
Summit Securities Group LLC
NEW
Shares9,229
Change+9,229
Value$291.6K
Filed 2026-11-05
Gallacher Capital Management LLC
DECREASED
Shares8,463 from 13,752
Change-5,289 (-38%)
Value$267.4K (-$105.4K)
Filed 2026-10-30
First Affirmative Financial Network
NEW
Shares8,451
Change+8,451
Value$267.0K
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,311 from 11,636
Change-3,325 (-29%)
Value$263.0K (-$52.0K)
Filed 2026-11-02
Ascent Group, LLC
NEW
Shares8,289
Change+8,289
Value$261.9K
Filed 2026-10-30
Cooper Financial Group
INCREASED
Shares8,174 from 7,564
Change+610 (+8%)
Value$258.3K (+$53.2K)
Filed 2026-10-07
HUB Investment Partners, LLC
NEW
Shares8,113
Change+8,113
Value$256.4K
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares8,111 from 8,048
Change+63 (+1%)
Value$256.3K (+$38.1K)
Filed 2026-11-03
Anchyra Partners LLC
NEW
Shares7,977
Change+7,977
Value$252.1K
Filed 2026-10-13
Rosenberg Matthew Hamilton
INCREASED
Shares7,488 from 6,613
Change+875 (+13%)
Value$236.6K (+$57.3K)
Filed 2026-10-05
May Hill Capital, LLC
NEW
Shares7,187
Change+7,187
Value$227.1K
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares7,021 from 5,685
Change+1,336 (+24%)
Value$221.9K (+$67.7K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares5,241 from 5,091
Change+150 (+3%)
Value$165.6K (+$27.6K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$145.1K (+$20.0K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares3,625 from 4,051
Change-426 (-11%)
Value$114.6K (+$4.7K)
Filed 2026-10-15
Pflug Koory, LLC
UNCHANGED
Shares3,113 from 3,113
Change0 (0%)
Value$98.4K (+$14.0K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,961 from 2,862
Change+99 (+3%)
Value$93.6K (+$16.0K)
Filed 2026-10-27
Bayforest Capital Ltd
INCREASED
Shares2,945 from 807
Change+2,138 (+265%)
Value$93.1K (+$71.2K)
Filed 2026-11-03
Manchester Capital Management LLC
INCREASED
Shares2,629 from 2,278
Change+351 (+15%)
Value$83.1K (+$21.3K)
Filed 2026-10-22
Financial Consulate, Inc
INCREASED
Shares1,971 from 1,805
Change+166 (+9%)
Value$62.3K (+$13.4K)
Filed 2026-10-23
Financial Management Professionals, Inc.
INCREASED
Shares1,909 from 1,873
Change+36 (+2%)
Value$60.3K (+$9.5K)
Filed 2026-10-23
Cromwell Holdings LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$58.8K (+$8.4K)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
NEW
Shares1,714
Change+1,714
Value$54.2K
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares1,612 from 1,566
Change+46 (+3%)
Value$50.9K (+$8.5K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$50.6K (+$7.2K)
Filed 2026-10-16
Grove Bank & Trust
INCREASED
Shares1,368 from 1,367
Change+1 (+0%)
Value$43.2K (+$6.2K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares1,300 from 1,241
Change+59 (+5%)
Value$41.1K (+$7.4K)
Filed 2026-10-20
First Command Advisory Services, Inc.
INCREASED
Shares1,260 from 245
Change+1,015 (+414%)
Value$39.8K (+$33.2K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares1,250 from 1,181
Change+69 (+6%)
Value$39.5K (+$7.5K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$36.7K (+$5.1K)
Filed 2026-11-02
WPG Advisers, LLC
DECREASED
Shares1,052 from 1,064
Change-12 (-1%)
Value$33.2K (+$4.4K)
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$32.8K (+$4.7K)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED
Shares969 from 3,968
Change-2,999 (-76%)
Value$30.6K (-$77.0K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
INCREASED
Shares962 from 462
Change+500 (+108%)
Value$30.4K (+$17.9K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$30 (+$4)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED
Shares884 from 644
Change+240 (+37%)
Value$27.9K (+$10.5K)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$27.5K (+$3.8K)
Filed 2026-10-29
Mcdonald Partners LLC
DECREASED
Shares866 from 1,116
Change-250 (-22%)
Value$27.4K (-$2.9K)
Filed 2026-11-03
Asset Planning,Inc
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$27.3K (+$3.9K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares845 from 683
Change+162 (+24%)
Value$26.7K (+$8.2K)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares827 from 606
Change+221 (+36%)
Value$26.1K (+$9.7K)
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$25.5K (+$3.6K)
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares801
Change+801
Value$25.3K
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares755 from 251
Change+504 (+201%)
Value$23.9K (+$17.1K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares720 from 549
Change+171 (+31%)
Value$22.8K (+$7.9K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
INCREASED
Shares680 from 259
Change+421 (+163%)
Value$21.5K (+$14.5K)
Filed 2026-10-07
NBT Bank, N.A.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$20.5K (+$2.9K)
Filed 2026-10-21
First Bancorp, Inc
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$20.2K (+$2.9K)
Filed 2026-10-26
True Wealth Design, LLC
INCREASED
Shares601 from 357
Change+244 (+68%)
Value$19.0K (+$9.3K)
Filed 2026-10-13
Bare Financial Services, Inc
INCREASED
Shares566 from 500
Change+66 (+13%)
Value$17.9K (+$4.3K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares565
Change+565
Value$17.9K
Filed 2026-10-30
Lodestone Wealth Management LLC
DECREASED
Shares557 from 561
Change-4 (-1%)
Value$17.6K (+$2.4K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$16.9K (+$2.4K)
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$15.8K (+$2.2K)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares483 from 361
Change+122 (+34%)
Value$15.3K (+$5.5K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$13.2K (+$1.9K)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$12.8K (+$1.8K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares402
Change+402
Value$12.7K
Filed 2026-10-21
Montag A & Associates Inc
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$12.5K (+$1.8K)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$12.2K (+$1.7K)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares382 from 297
Change+85 (+29%)
Value$12.1K (+$4.0K)
Filed 2026-10-14
First Horizon Corp
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$11.3K (+$1.6K)
Filed 2026-10-26
City State Bank
NEW
Shares312
Change+312
Value$9.9K
Filed 2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$9.4K (+$1.3K)
Filed 2026-10-07
West Financial Advisors, LLC
NEW
Shares286
Change+286
Value$9.0K
Filed 2026-10-22
Proathlete Wealth Management LLC
NEW
Shares263
Change+263
Value$8.3K
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares228
Change+228
Value$7.2K
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares225 from 158
Change+67 (+42%)
Value$7.1K (+$2.8K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares224 from 108
Change+116 (+107%)
Value$7.1K (+$4.2K)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$7.0K (+$1.0K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares218
Change+218
Value$6.9K
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$6.7K (+$957)
Filed 2026-10-08
Fortitude Family Office, LLC
NEW
Shares207
Change+207
Value$6.5K
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares202
Change+202
Value$6.4K
Filed 2026-11-03
Trust Co of Vermont
NEW
Shares200
Change+200
Value$6.3K
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$5.8K (+$822)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares160 from 131
Change+29 (+22%)
Value$5.1K (+$1.5K)
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$4.9K (+$701)
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$4.1K (+$579)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares123 from 133
Change-10 (-8%)
Value$3.9K (+$285)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$3.9K (+$548)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$3.8K (+$539)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares110 from 97
Change+13 (+13%)
Value$3.5K (+$846)
Filed 2026-10-16
Financial Perspectives, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.2K (+$449)
Filed 2026-11-03
West Paces Advisors Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.2K (+$449)
Filed 2026-10-13
Elyxium Wealth, LLC
NEW
Shares94
Change+94
Value$3.0K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$2.9K (+$409)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares78
Change+78
Value$2.5K
Filed 2026-10-19
Creative Financial Designs Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.4K (+$337)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$2 (-$2.0K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares67
Change+67
Value$2.1K
Filed 2026-11-03
American Capital Advisory, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.1K (+$296)
Filed 2026-10-28
Bell Investment Advisors, Inc
DECREASED
Shares57 from 77
Change-20 (-26%)
Value$1.8K (-$286)
Filed 2026-10-29
Triumph Capital Management
NEW
Shares50
Change+50
Value$1.6K
Filed 2026-10-14
Arlington Trust Co LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.5K (+$211)
Filed 2026-10-20
Planning Strategies Inc.
NEW
Shares42
Change+42
Value$1.3K
Filed 2026-10-02
Meriwether Wealth & Planning, LLC
NEW
Shares42
Change+42
Value$1.3K
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares42
Change+42
Value$1.3K
Filed 2026-10-27
Breakwater Investment Management
DECREASED
Shares32 from 79
Change-47 (-59%)
Value$1.0K (-$1.1K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$569 (+$81)
Filed 2026-11-04
Albion Financial Group
NEW
Shares16
Change+16
Value$493
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$506 (+$72)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares15 from 10
Change+5 (+50%)
Value$474 (+$203)
Filed 2026-10-22
Essential Partners LLC
NEW
Shares13
Change+13
Value$411
Filed 2026-10-14
Trust Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$379 (+$54)
Filed 2026-10-09
Godsey & Gibb, Inc
NEW
Shares10
Change+10
Value$316
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$316 (+$44)
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$316 (+$44)
Filed 2026-10-15
Center for Financial Planning, Inc.
NEW
Shares8
Change+8
Value$252
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares6
Change+6
Value$190
Filed 2026-10-09
StrongBox Wealth, LLC
NEW
Shares5
Change+5
Value$158
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares4
Change+4
Value$134
Filed 2026-11-05
Gen-Wealth Partners Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$126 (+$18)
Filed 2026-11-04
Leonteq Securities AG
NEW
Shares1
Change+1
Value$32
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$41 (+$6)
Filed 2026-11-02
Iams Wealth Management, LLC
CLOSED
Shares0 from 21,914
Change-21,914 (-100%)
Value$0 (-$594.1K)
Filed 2026-10-15
Imc-Chicago, LLC
CLOSED
Shares0 from 16,371
Change-16,371 (-100%)
Value$0 (-$443.8K)
Filed 2026-11-05
Oakworth Capital, Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-26
Cullen T Bankers, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-16
RMG Wealth Management LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-13
Horizon Financial Services, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-04
Whipplewood Advisors, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$407)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$326)
Filed 2026-10-21
Nemes Rush Group LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$271)
Filed 2026-11-04
Asset Dedication, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$217)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$217)
Filed 2026-10-27
Robinswood Financial LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$162)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$27)
Filed 2026-10-15
Fisher Asset Management, LLC
N/A
Shares— from 7,820,515
Change-7,820,515 (-100%)
Value—
Donald Smith & Co., Inc.
N/A
Shares— from 4,042,521
Change-4,042,521 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,202,135
Change-3,202,135 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,910,471
Change-2,910,471 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,655,980
Change-2,655,980 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,099,705
Change-2,099,705 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,891,618
Change-1,891,618 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,581,059
Change-1,581,059 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 1,520,344
Change-1,520,344 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,412,621
Change-1,412,621 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,228,033
Change-1,228,033 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,166,867
Change-1,166,867 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,065,605
Change-1,065,605 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,055,372
Change-1,055,372 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,053,870
Change-1,053,870 (-100%)
Value—
UBS Group AG
N/A
Shares— from 996,668
Change-996,668 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 942,435
Change-942,435 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 857,067
Change-857,067 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 648,136
Change-648,136 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 502,134
Change-502,134 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 426,189
Change-426,189 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 411,983
Change-411,983 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 407,404
Change-407,404 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 322,214
Change-322,214 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 314,625
Change-314,625 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 305,454
Change-305,454 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 284,372
Change-284,372 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 279,379
Change-279,379 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 272,034
Change-272,034 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 267,471
Change-267,471 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 262,231
Change-262,231 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 259,383
Change-259,383 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 245,883
Change-245,883 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 193,719
Change-193,719 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 183,074
Change-183,074 (-100%)
Value—
State Street Corp
N/A
Shares— from 172,691
Change-172,691 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 170,399
Change-170,399 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 160,383
Change-160,383 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 158,664
Change-158,664 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 134,957
Change-134,957 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 131,446
Change-131,446 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 124,400
Change-124,400 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 122,816
Change-122,816 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 115,266
Change-115,266 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 113,563
Change-113,563 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 107,616
Change-107,616 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 107,211
Change-107,211 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 103,443
Change-103,443 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 99,915
Change-99,915 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 98,867
Change-98,867 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 96,827
Change-96,827 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 96,302
Change-96,302 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 94,195
Change-94,195 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 90,821
Change-90,821 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 90,147
Change-90,147 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 89,900
Change-89,900 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 88,161
Change-88,161 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 84,993
Change-84,993 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 80,919
Change-80,919 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 78,346
Change-78,346 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 73,475
Change-73,475 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 73,315
Change-73,315 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 72,000
Change-72,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 71,686
Change-71,686 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 70,357
Change-70,357 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 65,908
Change-65,908 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 62,291
Change-62,291 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 61,936
Change-61,936 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 59,524
Change-59,524 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 57,367
Change-57,367 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 54,121
Change-54,121 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,844
Change-53,844 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 52,013
Change-52,013 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 48,067
Change-48,067 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 47,839
Change-47,839 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 47,440
Change-47,440 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 44,773
Change-44,773 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 40,559
Change-40,559 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,772
Change-39,772 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 39,306
Change-39,306 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 37,461
Change-37,461 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 36,922
Change-36,922 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 36,242
Change-36,242 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 35,520
Change-35,520 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 35,390
Change-35,390 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 34,985
Change-34,985 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,121
Change-34,121 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 34,111
Change-34,111 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 33,897
Change-33,897 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,802
Change-33,802 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 30,520
Change-30,520 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,044
Change-28,044 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 27,526
Change-27,526 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 26,029
Change-26,029 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,952
Change-23,952 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,427
Change-22,427 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,320
Change-22,320 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,437
Change-21,437 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 20,421
Change-20,421 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 20,011
Change-20,011 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,641
Change-19,641 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 18,821
Change-18,821 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,763
Change-18,763 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 18,341
Change-18,341 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 17,398
Change-17,398 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,924
Change-16,924 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 16,893
Change-16,893 (-100%)
Value—
&partners
N/A
Shares— from 15,251
Change-15,251 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 14,817
Change-14,817 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 14,563
Change-14,563 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 13,466
Change-13,466 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,759
Change-12,759 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,712
Change-12,712 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 12,632
Change-12,632 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 12,570
Change-12,570 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,542
Change-11,542 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 10,625
Change-10,625 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,937
Change-9,937 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,107
Change-9,107 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,309
Change-7,309 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 5,434
Change-5,434 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Barclays PLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 918
Change-918 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 690
Change-690 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 681
Change-681 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 632
Change-632 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 545
Change-545 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
EFG International AG
N/A
Shares— from 260
Change-260 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 234
Change-234 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 231
Change-231 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 155
Change-155 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 105
Change-105 (-100%)
Value—
CNB Bank
N/A
Shares— from 100
Change-100 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Motco
N/A
Shares— from 45
Change-45 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 34
Change-34 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,233,8481,221,178+12,670+1%$33.1M$39.0M+$5.9M2026-11-04
Creative Planning
INCREASED317,396277,281+40,115+14%$7.5M$10.0M+$2.5M2026-11-02
Gilman Hill Asset Management, LLC
DECREASED190,792191,449-6570%$5.2M$6.0M+$838.8K2026-10-13
Addenda Capital Inc.
UNCHANGED179,400179,40000%$4.9M$5.7M+$805.5K2026-10-13
Auto-Owners Insurance Co
UNCHANGED168,150168,15000%$4.6M$5.3M+$755.0K2026-10-15
Crossmark Global Holdings, Inc.
DECREASED150,167159,647-9,480-6%$4.3M$4.7M+$417.2K2026-10-21
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED130,693130,69300%$3.5M$3.5M$02026-10-15
Vise Technologies, Inc.
INCREASED99,25781,115+18,142+22%$2.2M$3.1M+$937.5K2026-10-29
Ritholtz Wealth Management
DECREASED91,01694,790-3,774-4%$2.6M$2.9M+$306.4K2026-11-05
CIBC Asset Management Inc
DECREASED74,00784,860-10,853-13%$2.2M$2.3M+$111.8K2026-11-05
Highland Capital Management, LLC
DECREASED72,33572,785-450-1%$2.0M$2.3M+$312.6K2026-10-26
ABC Arbitrage SA
INCREASED68,64548,480+20,165+42%$1.3M$2.2M+$854.9K2026-10-23
Bank of New York Mellon Corp
INCREASED68,25242,037+26,215+62%$1.1M$2.2M+$1.0M2026-11-05
Assetmark, Inc
DECREASED64,405160,801-96,396-60%$4.4M$2.0M-$2.3M2026-10-21
Legacy Wealth Asset Management, LLC
DECREASED62,32762,348-210%$1.7M$2.0M+$279.3K2026-10-09
IPG Investment Advisors LLC
UNCHANGED60,64560,64500%$1.6M$1.9M+$272.3K2026-10-30
Citigroup Inc
INCREASED59,3949,229+50,165+544%$250.2K$1.9M+$1.6M2026-11-04
Park Avenue Securities LLC
DECREASED52,87653,631-755-1%$1.5M$1.7M+$217.0K2026-10-26
Commonwealth Equity Services, LLC
DECREASED50,19758,532-8,335-14%$1.6M$1.6M-$5632026-11-02
Quadrant Capital Group LLC
INCREASED47,88447,645+239+1%$1.3M$1.6M+$304.3K2026-10-20
US Bancorp \de\
DECREASED47,20847,625-417-1%$1.3M$1.5M+$200.7K2026-11-05
LVW Advisors, LLC
INCREASED42,30833,237+9,071+27%$901.1K$1.3M+$435.9K2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED38,20361,783-23,580-38%$1.7M$1.2M-$467.7K2026-10-16
Simplex Trading, LLC
INCREASED37,03411,607+25,427+219%$314.7K$1.2M+$855.6K2026-11-04
Keybank National Association
INCREASED35,55832,763+2,795+9%$888.2K$1.1M+$235.4K2026-11-04
Signaturefd, LLC
INCREASED35,50833,166+2,342+7%$899.1K$1.1M+$222.9K2026-10-23
Ethic Inc.
DECREASED35,48769,407-33,920-49%$1.9M$1.1M-$760.3K2026-11-03
Persium Advisors, LLC
INCREASED35,43834,709+729+2%$941.0K$1.1M+$178.9K2026-10-07
Kathmere Capital Management, LLC
INCREASED34,51725,907+8,610+33%$702.3K$1.1M+$388.4K2026-10-20
Harrington Investments, Inc
DECREASED34,20834,493-285-1%$935.1K$1.1M+$145.9K2026-10-14
Evergreen Capital Management LLC
DECREASED33,98335,891-1,908-5%$973.0K$1.1M+$100.9K2026-10-23
Gibbs Wealth Management
INCREASED33,93229,388+4,544+15%$796.7K$1.1M+$275.5K2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED31,98132,013-320%$867.9K$1.0M+$142.7K2026-11-05
Compound Planning, Inc.
INCREASED29,66816,857+12,811+76%$457.0K$937.5K+$480.5K2026-11-05
Investors Research Corp
DECREASED27,13327,333-200-1%$741.0K$857.4K+$116.4K2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED27,12320,536+6,587+32%$573.6K$880.9K+$307.4K2026-10-13
Investment Research Partners LLC
INCREASED26,55826,335+223+1%$713.9K$839.2K+$125.3K2026-10-19
Plan A Wealth LLC
INCREASED24,85824,460+398+2%$663.1K$785.5K+$122.4K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED24,12316,896+7,227+43%$458.1K$762.3K+$304.2K2026-10-27
Abel Hall, LLC
INCREASED23,84823,130+718+3%$627.1K$753.6K+$126.5K2026-10-19
Lido Advisors, LLC
INCREASED22,82718,089+4,738+26%$490.4K$721.4K+$231.0K2026-11-04
Tred Avon Family Wealth, LLC
DECREASED22,57022,970-400-2%$622.7K$713.2K+$90.5K2026-10-20
Manske Wealth Management
INCREASED22,45320,690+1,763+9%$560.9K$709.5K+$148.6K2026-10-26
Choreo, LLC
INCREASED21,92720,830+1,097+5%$564.7K$692.9K+$128.2K2026-10-28
Oppenheimer Asset Management Inc.
DECREASED21,07421,211-137-1%$575.0K$665.9K+$90.9K2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED18,39137,330-18,939-51%$1.0M$581.2K-$430.9K2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED17,92517,92500%$485.9K$566.4K+$80.5K2026-11-05
Lanark Financial, Inc.
INCREASED17,89117,424+467+3%$472.4K$565.4K+$93.0K2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED17,66014,830+2,830+19%$416.7K$554.3K+$137.6K2026-11-04
Aaron Wealth Advisors LLC
INCREASED17,48815,371+2,117+14%$416.7K$552.6K+$135.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED17,40213,141+4,261+32%$356.3K$549.9K+$193.7K2026-11-02
Hedges Asset Management LLC
DECREASED16,60016,800-200-1%$455.4K$524.6K+$69.1K2026-10-29
Mondrian Investment Partners LTD
DECREASED16,43831,837-15,399-48%$859.6K$559.9K-$299.7K2026-10-23
Versant Capital Management, Inc
INCREASED16,22015,422+798+5%$418.1K$512.6K+$94.5K2026-10-02
M Holdings Securities, Inc.
NEW14,226—+14,226——$487—2026-11-03
Portside Wealth Group, LLC
NEW14,210—+14,210——$449.0K—2026-10-20
Xponance LLC
INCREASED12,83311,843+990+8%$321.1K$405.5K+$84.5K2026-11-03
State of Wyoming
DECREASED12,47713,401-924-7%$363.3K$394.3K+$31.0K2026-10-28
Equity Investment Corp
DECREASED11,999162,412-150,413-93%$4.4M$379.2K-$4.0M2026-11-04
Heritage Investors Management Corp
DECREASED11,82213,096-1,274-10%$355.0K$374.0K+$19.0K2026-10-29
Prospera Financial Services Inc
DECREASED11,81512,771-956-7%$346.2K$401.3K+$55.1K2026-11-04
Parallel Advisors, LLC
INCREASED11,72710,644+1,083+10%$288.6K$370.6K+$82.0K2026-11-03
Truist Financial Corp
DECREASED10,66411,357-693-6%$307.9K$337.0K+$29.1K2026-10-30
Trust Point Inc.
INCREASED10,3729,753+619+6%$264.4K$327.8K+$63.4K2026-10-27
180 Wealth Advisors, LLC
DECREASED10,32010,735-415-4%$291.0K$326.1K+$35.1K2026-11-03
Focused Alpha, LLC
INCREASED10,2309,938+292+3%$269.4K$323.3K+$53.9K2026-10-20
Summit Global Investments
INCREASED10,1649,469+695+7%$257.0K$321.0K+$64.0K2026-10-28
626 Financial, LLC
UNCHANGED10,03710,03700%$272.1K$317.2K+$45.1K2026-11-04
Axxion S.A.
UNCHANGED10,00010,00000%$271.1K$316.0K+$44.9K2026-10-22
Farther Finance Advisors, LLC
INCREASED9,9457,488+2,457+33%$203.1K$314.3K+$111.2K2026-10-08
Simplicity Wealth,LLC
INCREASED9,8438,240+1,603+19%$223.4K$311.0K+$87.7K2026-10-23
Trek Financial, LLC
DECREASED9,74910,397-648-6%$281.9K$308.1K+$26.2K2026-10-29
Diversify Advisory Services, LLC
INCREASED9,5276,938+2,589+37%$202.1K$324.5K+$122.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,5276,938+2,589+37%$202.1K$324.5K+$122.4K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED9,4639,646-183-2%$261.5K$299.0K+$37.5K2026-11-04
Summit Securities Group LLC
NEW9,229—+9,229——$291.6K—2026-11-05
Gallacher Capital Management LLC
DECREASED8,46313,752-5,289-38%$372.8K$267.4K-$105.4K2026-10-30
First Affirmative Financial Network
NEW8,451—+8,451——$267.0K—2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED8,31111,636-3,325-29%$315.0K$263.0K-$52.0K2026-11-02
Ascent Group, LLC
NEW8,289—+8,289——$261.9K—2026-10-30
Cooper Financial Group
INCREASED8,1747,564+610+8%$205.1K$258.3K+$53.2K2026-10-07
HUB Investment Partners, LLC
NEW8,113—+8,113——$256.4K—2026-11-03
PDS Planning, Inc
INCREASED8,1118,048+63+1%$218.2K$256.3K+$38.1K2026-11-03
Anchyra Partners LLC
NEW7,977—+7,977——$252.1K—2026-10-13
Rosenberg Matthew Hamilton
INCREASED7,4886,613+875+13%$179.3K$236.6K+$57.3K2026-10-05
May Hill Capital, LLC
NEW7,187—+7,187——$227.1K—2026-11-03
Gamma Investing LLC
INCREASED7,0215,685+1,336+24%$154.1K$221.9K+$67.7K2026-10-08
Fifth Third Bancorp
INCREASED5,2415,091+150+3%$138.0K$165.6K+$27.6K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED4,5934,59300%$125.2K$145.1K+$20.0K2026-10-16
Blue Trust, Inc.
DECREASED3,6254,051-426-11%$109.8K$114.6K+$4.7K2026-10-15
Pflug Koory, LLC
UNCHANGED3,1133,11300%$84.4K$98.4K+$14.0K2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED2,9612,862+99+3%$77.6K$93.6K+$16.0K2026-10-27
Bayforest Capital Ltd
INCREASED2,945807+2,138+265%$21.9K$93.1K+$71.2K2026-11-03
Manchester Capital Management LLC
INCREASED2,6292,278+351+15%$61.8K$83.1K+$21.3K2026-10-22
Financial Consulate, Inc
INCREASED1,9711,805+166+9%$48.9K$62.3K+$13.4K2026-10-23
Financial Management Professionals, Inc.
INCREASED1,9091,873+36+2%$50.8K$60.3K+$9.5K2026-10-23
Cromwell Holdings LLC
UNCHANGED1,8601,86000%$50.4K$58.8K+$8.4K2026-10-28
Nvest Wealth Strategies, Inc.
NEW1,714—+1,714——$54.2K—2026-10-14
Owl Creek Wealth Partners LLC
INCREASED1,6121,566+46+3%$42.5K$50.9K+$8.5K2026-10-20
Trust Co of Toledo NA
UNCHANGED1,6001,60000%$43.4K$50.6K+$7.2K2026-10-16
Grove Bank & Trust
INCREASED1,3681,367+1+0%$37.1K$43.2K+$6.2K2026-10-08
Nisa Investment Advisors, LLC
INCREASED1,3001,241+59+5%$33.6K$41.1K+$7.4K2026-10-20
First Command Advisory Services, Inc.
INCREASED1,260245+1,015+414%$6.6K$39.8K+$33.2K2026-11-05
Larson Financial Group LLC
INCREASED1,2501,181+69+6%$32.0K$39.5K+$7.5K2026-11-05
Westside Investment Management, Inc.
UNCHANGED1,1661,16600%$31.6K$36.7K+$5.1K2026-11-02
WPG Advisers, LLC
DECREASED1,0521,064-12-1%$28.8K$33.2K+$4.4K2026-10-27
Nfsg Corp
UNCHANGED1,0381,03800%$28.1K$32.8K+$4.7K2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED9693,968-2,999-76%$107.6K$30.6K-$77.0K2026-10-29
Financial Network Wealth Advisors LLC
INCREASED962462+500+108%$12.5K$30.4K+$17.9K2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED95295200%$26$30+$42026-11-04
Wilmington Savings Fund Society, FSB
INCREASED884644+240+37%$17.5K$27.9K+$10.5K2026-10-23
Salomon & Ludwin, LLC
UNCHANGED86986900%$23.7K$27.5K+$3.8K2026-10-29
Mcdonald Partners LLC
DECREASED8661,116-250-22%$30.3K$27.4K-$2.9K2026-11-03
Asset Planning,Inc
UNCHANGED86586500%$23.5K$27.3K+$3.9K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED845683+162+24%$18.5K$26.7K+$8.2K2026-11-05
TD Private Client Wealth LLC
INCREASED827606+221+36%$16.4K$26.1K+$9.7K2026-10-28
James T. Borello RIA
UNCHANGED80780700%$21.9K$25.5K+$3.6K2026-10-16
Putney Financial Group LLC
NEW801—+801——$25.3K—2026-10-30
Rossby Financial, LCC
INCREASED755251+504+201%$6.8K$23.9K+$17.1K2026-11-05
Private Trust Co NA
INCREASED720549+171+31%$14.9K$22.8K+$7.9K2026-10-20
Retirement Wealth Solutions LLC
INCREASED680259+421+163%$7.0K$21.5K+$14.5K2026-10-07
NBT Bank, N.A.
UNCHANGED65065000%$17.6K$20.5K+$2.9K2026-10-21
First Bancorp, Inc
UNCHANGED64064000%$17.4K$20.2K+$2.9K2026-10-26
True Wealth Design, LLC
INCREASED601357+244+68%$9.7K$19.0K+$9.3K2026-10-13
Bare Financial Services, Inc
INCREASED566500+66+13%$13.6K$17.9K+$4.3K2026-11-04
Provenance Wealth Advisors, LLC
NEW565—+565——$17.9K—2026-10-30
Lodestone Wealth Management LLC
DECREASED557561-4-1%$15.2K$17.6K+$2.4K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED53653600%$14.5K$16.9K+$2.4K2026-10-27
Costello Asset Management, Inc
UNCHANGED50050000%$13.6K$15.8K+$2.2K2026-10-30
SJS Investment Consulting Inc.
INCREASED483361+122+34%$9.8K$15.3K+$5.5K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED41741700%$11.3K$13.2K+$1.9K2026-10-21
MTM Investment Management, LLC
UNCHANGED40640600%$11.0K$12.8K+$1.8K2026-10-30
Root Financial Partners, LLC
NEW402—+402——$12.7K—2026-10-21
Montag A & Associates Inc
UNCHANGED39439400%$10.7K$12.5K+$1.8K2026-10-29
Spire Wealth Management
UNCHANGED38638600%$10.5K$12.2K+$1.7K2026-10-30
Mather Group, Llc.
INCREASED382297+85+29%$8.1K$12.1K+$4.0K2026-10-14
First Horizon Corp
UNCHANGED35835800%$9.7K$11.3K+$1.6K2026-10-26
City State Bank
NEW312—+312——$9.9K—2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED29729700%$8.1K$9.4K+$1.3K2026-10-07
West Financial Advisors, LLC
NEW286—+286——$9.0K—2026-10-22
Proathlete Wealth Management LLC
NEW263—+263——$8.3K—2026-10-15
GK Wealth Management LLC
NEW228—+228——$7.2K—2026-10-09
Signature Equity Partners, LLC
INCREASED225158+67+42%$4.3K$7.1K+$2.8K2026-10-29
Physician Wealth Advisors, Inc.
INCREASED224108+116+107%$2.9K$7.1K+$4.2K2026-10-20
Caldwell Trust Co
UNCHANGED22322300%$6.0K$7.0K+$1.0K2026-10-30
Balance Wealth Partners LLC
NEW218—+218——$6.9K—2026-10-27
CoreCap Advisors, LLC
UNCHANGED21321300%$5.8K$6.7K+$9572026-10-08
Fortitude Family Office, LLC
NEW207—+207——$6.5K—2026-10-14
Ascentis Wealth Management, LLC
NEW202—+202——$6.4K—2026-11-03
Trust Co of Vermont
NEW200—+200——$6.3K—2026-10-21
Key FInancial Inc
UNCHANGED18318300%$5.0K$5.8K+$8222026-11-02
Highline Wealth Partners LLC
INCREASED160131+29+22%$3.6K$5.1K+$1.5K2026-10-19
North Star Investment Management Corp.
UNCHANGED15615600%$4.2K$4.9K+$7012026-10-27
MV Capital Management, Inc.
UNCHANGED12912900%$3.5K$4.1K+$5792026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED123133-10-8%$3.6K$3.9K+$2852026-10-16
JFS Wealth Advisors, LLC
UNCHANGED12212200%$3.3K$3.9K+$5482026-11-03
Eastern Bank
UNCHANGED12012000%$3.3K$3.8K+$5392026-10-05
IFP Advisors, Inc
INCREASED11097+13+13%$2.6K$3.5K+$8462026-10-16
Financial Perspectives, Inc
UNCHANGED10010000%$2.7K$3.2K+$4492026-11-03
West Paces Advisors Inc.
UNCHANGED10010000%$2.7K$3.2K+$4492026-10-13
Elyxium Wealth, LLC
NEW94—+94——$3.0K—2026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED919100%$2.5K$2.9K+$4092026-11-04
UMB Private Wealth Management, LLC
NEW78—+78——$2.5K—2026-10-19
Creative Financial Designs Inc
UNCHANGED757500%$2.0K$2.4K+$3372026-11-04
Navigoe, LLC
UNCHANGED747400%$2.0K$2-$2.0K2026-11-04
Ascentis Independent Advisors
NEW67—+67——$2.1K—2026-11-03
American Capital Advisory, LLC
UNCHANGED666600%$1.8K$2.1K+$2962026-10-28
Bell Investment Advisors, Inc
DECREASED5777-20-26%$2.1K$1.8K-$2862026-10-29
Triumph Capital Management
NEW50—+50——$1.6K—2026-10-14
Arlington Trust Co LLC
UNCHANGED474700%$1.3K$1.5K+$2112026-10-20
Planning Strategies Inc.
NEW42—+42——$1.3K—2026-10-02
Meriwether Wealth & Planning, LLC
NEW42—+42——$1.3K—2026-10-13
Latitude Advisors, LLC
NEW42—+42——$1.3K—2026-10-27
Breakwater Investment Management
DECREASED3279-47-59%$2.1K$1.0K-$1.1K2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED181800%$488$569+$812026-11-04
Albion Financial Group
NEW16—+16——$493—2026-10-21
Evolution Wealth Management Inc.
UNCHANGED161600%$434$506+$722026-10-28
Monetary Solutions, Ltd
INCREASED1510+5+50%$271$474+$2032026-10-22
Essential Partners LLC
NEW13—+13——$411—2026-10-14
Trust Co
UNCHANGED121200%$325$379+$542026-10-09
Godsey & Gibb, Inc
NEW10—+10——$316—2026-10-14
Abound Wealth Management
UNCHANGED101000%$272$316+$442026-10-26
GHP Investment Advisors, Inc.
UNCHANGED101000%$272$316+$442026-10-15
Center for Financial Planning, Inc.
NEW8—+8——$252—2026-10-26
Gilpin Wealth Management, LLC
NEW6—+6——$190—2026-10-09
StrongBox Wealth, LLC
NEW5—+5——$158—2026-11-02
Jacobi Capital Management LLC
NEW4—+4——$134—2026-11-05
Gen-Wealth Partners Inc
UNCHANGED4400%$108$126+$182026-11-04
Leonteq Securities AG
NEW1—+1——$32—2026-10-29
Golden State Wealth Management, LLC
UNCHANGED1100%$35$41+$62026-11-02
Iams Wealth Management, LLC
CLOSED021,914-21,914-100%$594.1K$0-$594.1K2026-10-15
Imc-Chicago, LLC
CLOSED016,371-16,371-100%$443.8K$0-$443.8K2026-11-05
Oakworth Capital, Inc.
CLOSED0600-600-100%$16.3K$0-$16.3K2026-10-26
Cullen T Bankers, Inc.
CLOSED0500-500-100%$13.6K$0-$13.6K2026-10-28
LifeSteps Financial, Inc.
CLOSED0500-500-100%$13.6K$0-$13.6K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED0415-415-100%$11.3K$0-$11.3K2026-10-26
Cornerstone Planning Group LLC
CLOSED0280-280-100%$8.0K$0-$8.0K2026-10-16
RMG Wealth Management LLC
CLOSED0130-130-100%$4.1K$0-$4.1K2026-10-26
Salem Investment Counselors Inc
CLOSED064-64-100%$1.7K$0-$1.7K2026-10-13
Horizon Financial Services, LLC
CLOSED057-57-100%$1.5K$0-$1.5K2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED051-51-100%$1.4K$0-$1.4K2026-11-04
Whipplewood Advisors, LLC
CLOSED049-49-100%$1.3K$0-$1.3K2026-10-20
Stone House Investment Management, LLC
CLOSED015-15-100%$407$0-$4072026-10-23
Trifecta Capital Advisors, LLC
CLOSED012-12-100%$326$0-$3262026-10-21
Nemes Rush Group LLC
CLOSED010-10-100%$271$0-$2712026-11-04
Asset Dedication, LLC
CLOSED08-8-100%$217$0-$2172026-11-03
Cassaday & Co Wealth Management LLC
CLOSED08-8-100%$217$0-$2172026-10-27
Robinswood Financial LLC
CLOSED06-6-100%$162$0-$1622026-10-20
AdvisorNet Financial, Inc
CLOSED01-1-100%$27$0-$272026-10-15
Fisher Asset Management, LLC
N/A—7,820,515-7,820,515-100%$212.0M———
Donald Smith & Co., Inc.
N/A—4,042,521-4,042,521-100%$109.6M———
Bank of America Corp
N/A—3,202,135-3,202,135-100%$86.8M———
Morgan Stanley
N/A—2,910,471-2,910,471-100%$78.9M———
BlackRock, Inc.
N/A—2,655,980-2,655,980-100%$72.0M———
Goldman Sachs Group Inc
N/A—2,099,705-2,099,705-100%$56.9M———
FMR LLC
N/A—1,891,618-1,891,618-100%$51.3M———
Millennium Management LLC
N/A—1,581,059-1,581,059-100%$42.9M———
DV Equities, LLC
N/A—1,520,344-1,520,344-100%$41.2M———
Brandes Investment Partners, LP
N/A—1,412,621-1,412,621-100%$38.3M———
First Trust Advisors LP
N/A—1,228,033-1,228,033-100%$33.3M———
American Century Companies Inc
N/A—1,166,867-1,166,867-100%$31.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,065,605-1,065,605-100%$28.9M———
D. E. Shaw & Co., Inc.
N/A—1,055,372-1,055,372-100%$28.6M———
Citadel Advisors LLC
N/A—1,053,870-1,053,870-100%$28.6M———
UBS Group AG
N/A—996,668-996,668-100%$27.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—942,435-942,435-100%$25.5M———
Northern Trust Corp
N/A—857,067-857,067-100%$23.2M———
JPMorgan Chase & Co
N/A—648,136-648,136-100%$17.7M———
Quantinno Capital Management LP
N/A—502,134-502,134-100%$13.6M———
Two Sigma Investments, LP
N/A—426,189-426,189-100%$11.6M———
Envestnet Asset Management Inc
N/A—411,983-411,983-100%$11.2M———
O'shaughnessy Asset Management, LLC
N/A—407,404-407,404-100%$11.0M———
AQR Capital Management LLC
N/A—322,214-322,214-100%$8.7M———
Royal Bank of Canada
N/A—314,625-314,625-100%$8.5M———
Natixis Advisors, LLC
N/A—305,454-305,454-100%$8.3M———
Wells Fargo & Company
N/A—284,372-284,372-100%$7.7M———
Logan Capital Management Inc
N/A—279,379-279,379-100%$7.6M———
Arrowstreet Capital, Limited Partnership
N/A—272,034-272,034-100%$7.4M———
Charles Schwab Investment Management Inc
N/A—267,471-267,471-100%$7.3M———
Trexquant Investment LP
N/A—262,231-262,231-100%$7.1M———
XY Capital Ltd
N/A—259,383-259,383-100%$7.0M———
Old Mission Capital LLC
N/A—245,883-245,883-100%$6.7M———
DRW Securities, LLC
N/A—193,719-193,719-100%$5.3M———
LSV Asset Management
N/A—183,074-183,074-100%$5.0M———
State Street Corp
N/A—172,691-172,691-100%$4.7M———
SEI Investments Co
N/A—170,399-170,399-100%$4.6M———
LPL Financial LLC
N/A—160,383-160,383-100%$4.3M———
QRG Capital Management, Inc.
N/A—158,664-158,664-100%$4.3M———
Balyasny Asset Management L.P.
N/A—134,957-134,957-100%$3.7M———
Baird Financial Group, Inc.
N/A—131,446-131,446-100%$3.6M———
Raymond James Financial Inc
N/A—124,400-124,400-100%$3.4M———
Stifel Financial Corp
N/A—122,816-122,816-100%$3.3M———
XTX Topco Ltd
N/A—115,266-115,266-100%$3.1M———
Landscape Capital Management, L.L.C.
N/A—113,563-113,563-100%$3.1M———
Huntington National Bank
N/A—107,616-107,616-100%$2.9M———
Mariner, LLC
N/A—107,211-107,211-100%$2.9M———
HRT Financial LP
N/A—103,443-103,443-100%$2.8M———
Hantz Financial Services, Inc.
N/A—99,915-99,915-100%$2.7M———
LMR Partners LLP
N/A—98,867-98,867-100%$2.7M———
Nuveen, LLC
N/A—96,827-96,827-100%$2.6M———
Graham Capital Management, L.P.
N/A—96,302-96,302-100%$2.6M———
CIBC World Market Inc.
N/A—94,195-94,195-100%$2.6M———
Jane Street Group, LLC
N/A—90,821-90,821-100%$2.5M———
Ameriprise Financial Inc
N/A—90,147-90,147-100%$2.4M———
Renaissance Technologies LLC
N/A—89,900-89,900-100%$2.4M———
Callan Family Office, LLC
N/A—88,161-88,161-100%$2.4M———
Bank of Montreal
N/A—84,993-84,993-100%$2.3M———
BTC Capital Management, Inc.
N/A—80,919-80,919-100%$2.2M———
Osaic Holdings, Inc.
N/A—78,346-78,346-100%$2.1M———
GTS Securities LLC
N/A—73,475-73,475-100%$2.0M———
TriCert Investment Counsel Inc.
N/A—73,315-73,315-100%$2.0M———
Polymer Capital Management (HK) LTD
N/A—72,000-72,000-100%$2.0M———
Mercer Global Advisors Inc
N/A—71,686-71,686-100%$1.9M———
Vanguard Personalized Indexing Management, LLC
N/A—70,357-70,357-100%$1.9M———
Cerity Partners LLC
N/A—65,908-65,908-100%$1.8M———
Pathstone Holdings, LLC
N/A—62,291-62,291-100%$1.7M———
Caprock Group, LLC
N/A—61,936-61,936-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—59,524-59,524-100%$1.6M———
MML Investors Services, LLC
N/A—57,367-57,367-100%$1.6M———
Russell Investments Group, Ltd.
N/A—54,121-54,121-100%$1.5M———
Cetera Investment Advisers
N/A—53,844-53,844-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—52,013-52,013-100%$1.4M———
Money Concepts Capital Corp
N/A—48,067-48,067-100%$1.3M———
Tudor Investment Corp ET AL
N/A—47,839-47,839-100%$1.3M———
Hudson Portfolio Management LLC
N/A—47,440-47,440-100%$1.3M———
Aquatic Capital Management LLC
N/A—44,773-44,773-100%$1.2M———
Walleye Capital LLC
N/A—40,559-40,559-100%$1.1M———
Captrust Financial Advisors
N/A—39,772-39,772-100%$1.1M———
Hite Hedge Asset Management LLC
N/A—39,306-39,306-100%$1.1M———
Foster & Motley Inc
N/A—37,461-37,461-100%$1.0M———
BNP Paribas Financial Markets
N/A—36,922-36,922-100%$1.0M———
Neuberger Berman Group LLC
N/A—36,242-36,242-100%$982.5K———
Engineers Gate Manager LP
N/A—35,520-35,520-100%$962.9K———
Bleakley Financial Group, LLC
N/A—35,390-35,390-100%$959.4K———
Naviter Wealth, LLC
N/A—34,985-34,985-100%$948.4K———
Jones Financial Companies Lllp
N/A—34,121-34,121-100%$915.5K———
PNC Financial Services Group, Inc.
N/A—34,111-34,111-100%$924.8K———
Vident Advisory, LLC
N/A—33,897-33,897-100%$918.9K———
HighTower Advisors, LLC
N/A—33,802-33,802-100%$916.4K———
Rhumbline Advisers
N/A—30,520-30,520-100%$827.4K———
Focus Partners Wealth
N/A—28,044-28,044-100%$760.3K———
Sivia Capital Partners, LLC
N/A—27,526-27,526-100%$746.2K———
DLD Asset Management, LP
N/A—26,029-26,029-100%$705.6K———
Sanctuary Advisors, LLC
N/A—23,952-23,952-100%$649.3K———
Mutual Advisors, LLC
N/A—22,427-22,427-100%$608.0K———
Northwestern Mutual Wealth Management Co
N/A—22,320-22,320-100%$605.1K———
Integrated Wealth Concepts LLC
N/A—21,437-21,437-100%$581.2K———
Earnest Partners LLC
N/A—20,421-20,421-100%$553.6K———
Empowered Funds, LLC
N/A—20,011-20,011-100%$542.5K———
Equitable Holdings, Inc.
N/A—19,641-19,641-100%$532.5K———
Summit Trail Advisors, LLC
N/A—18,821-18,821-100%$510.2K———
IEQ Capital, LLC
N/A—18,763-18,763-100%$508.7K———
UBS Asset Management Americas LLC
N/A—18,600-18,600-100%$504.2K———
Squarepoint Ops LLC
N/A—18,341-18,341-100%$497.2K———
SIH Partners, Lllp
N/A—17,398-17,398-100%$471.7K———
United Capital Financial Advisors, LLC
N/A—16,924-16,924-100%$458.8K———
Smartleaf Asset Management LLC
N/A—16,893-16,893-100%$460.8K———
&partners
N/A—15,251-15,251-100%$349.2K———
Aigen Investment Management, LP
N/A—14,817-14,817-100%$401.7K———
Entropy Technologies, LP
N/A—14,702-14,702-100%$398.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—14,563-14,563-100%$394.8K———
Ballentine Partners, LLC
N/A—14,174-14,174-100%$384.3K———
Blueshift Asset Management, LLC
N/A—13,466-13,466-100%$365.1K———
Global Retirement Partners, LLC
N/A—12,759-12,759-100%$345.9K———
Rockefeller Capital Management L.P.
N/A—12,712-12,712-100%$344.7K———
Independent Advisor Alliance
N/A—12,632-12,632-100%$342.4K———
RNC Capital Management LLC
N/A—12,570-12,570-100%$340.8K———
Susquehanna International Group, LLP
N/A—11,542-11,542-100%$312.9K———
Arkadios Wealth Advisors
N/A—11,003-11,003-100%$298.3K———
Cetera Trust Company, N.a
N/A—10,625-10,625-100%$288.0K———
Pure Financial Advisors, LLC
N/A—10,612-10,612-100%$287.7K———
Glenmede Trust Co NA
N/A—10,318-10,318-100%$279.7K———
Arax Advisory Partners
N/A—9,937-9,937-100%$269.4K———
McGowan Group Asset Management, Inc.
N/A—9,577-9,577-100%$259.6K———
Advisors Asset Management, Inc.
N/A—9,381-9,381-100%$254.3K———
Harbour Investments, Inc.
N/A—9,107-9,107-100%$246.9K———
Savvy Advisors, Inc.
N/A—8,986-8,986-100%$243.6K———
Waverly Advisors, LLC
N/A—8,892-8,892-100%$241.1K———
Centiva Capital, LP
N/A—8,874-8,874-100%$240.6K———
Invesco Ltd.
N/A—8,625-8,625-100%$233.8K———
Janney Montgomery Scott LLC
N/A—8,482-8,482-100%$230.0K———
M&T Bank Corp
N/A—8,468-8,468-100%$229.5K———
Federation des caisses Desjardins du Quebec
N/A—8,350-8,350-100%$226.3K———
American Trust Investment Advisors, LLC
N/A—8,300-8,300-100%$225.0K———
Savant Capital, LLC
N/A—8,175-8,175-100%$222.5K———
Dorsey & Whitney Trust Co LLC
N/A—8,075-8,075-100%$218.9K———
Two Sigma Securities, LLC
N/A—8,067-8,067-100%$218.7K———
Legacy Capital Group California, Inc.
N/A—7,885-7,885-100%$213.8K———
Merit Financial Group, LLC
N/A—7,875-7,875-100%$213.5K———
Checchi Capital Advisers, LLC
N/A—7,713-7,713-100%$209.1K———
Steward Partners Investment Advisory, LLC
N/A—7,691-7,691-100%$208.5K———
Kintra Wealth, LLC
N/A—7,309-7,309-100%$228.0K———
Park Place Capital Corp
N/A—6,676-6,676-100%$181.0K———
McMillan Office, Inc.
N/A—6,000-6,000-100%$162.7K———
Atlas Capital Advisors Inc.
N/A—5,755-5,755-100%$156.0K———
SG Americas Securities, LLC
N/A—5,654-5,654-100%$153.0K———
Tripletail Wealth Management, LLC
N/A—5,434-5,434-100%$152.3K———
Bruce G. Allen Investments, LLC
N/A—4,437-4,437-100%$120.3K———
Bessemer Group Inc
N/A—3,883-3,883-100%$104.0K———
Allworth Financial LP
N/A—3,374-3,374-100%$91.5K———
Brown Brothers Harriman & Co
N/A—2,108-2,108-100%$57.1K———
Rothschild Investment LLC
N/A—2,050-2,050-100%$55.6K———
Elequin Capital, LP
N/A—1,200-1,200-100%$32.5K———
LRI Investments, LLC
N/A—1,108-1,108-100%$30.0K———
NewEdge Advisors, LLC
N/A—1,080-1,080-100%$29.3K———
Transamerica Financial Advisors, LLC
N/A—1,046-1,046-100%$28.4K———
Anchor Investment Management, LLC
N/A—1,000-1,000-100%$27.1K———
Barclays PLC
N/A—969-969-100%$26.3K———
Johnson Financial Group, Inc.
N/A—918-918-100%$24.9K———
Clearstead Advisors, LLC
N/A—891-891-100%$24.2K———
BFC Planning, Inc.
N/A—690-690-100%$18.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—681-681-100%$18.5K———
Fiduciary Financial Advisors
N/A—632-632-100%$17.1K———
VSM Wealth Advisory, LLC
N/A—625-625-100%$16.9K———
National Bank of Canada
N/A—545-545-100%$14.8K———
Cbiz Investment Advisory Services, LLC
N/A—500-500-100%$12.2K———
Winch Advisory Services, LLC
N/A—472-472-100%$12.8K———
HHM Wealth Advisors, LLC
N/A—400-400-100%$10.8K———
Basecamp Wealth Advisors LLC
N/A—392-392-100%$10.6K———
Private Wealth Asset Management, LLC
N/A—342-342-100%$9.3K———
Kilter Group LLC
N/A—334-334-100%$9.1K———
Glen Eagle Advisors, LLC
N/A—300-300-100%$8.1K———
EFG International AG
N/A—260-260-100%$7.0K———
Boyd Watterson Asset Management LLC
N/A—250-250-100%$6.8K———
Ameriflex Group, Inc.
N/A—234-234-100%$6.3K———
HM Payson & Co
N/A—231-231-100%$6.3K———
Cornerstone Financial Management LLC
N/A—228-228-100%$6.2K———
Godfrey Financial Associates, Inc.
N/A—207-207-100%$5.6K———
GW&K Investment Management, LLC
N/A—204-204-100%$6———
CVA Family Office, LLC
N/A—200-200-100%$5.4K———
WealthCollab, LLC
N/A—196-196-100%$5.3K———
Group One Trading LLC
N/A—183-183-100%$5.0K———
SHP Wealth Management
N/A—160-160-100%$4.3K———
Colonial Trust Co / SC
N/A—155-155-100%$4.2K———
JDM Financial Group LLC
N/A—151-151-100%$4.1K———
BOK Financial Private Wealth, Inc.
N/A—144-144-100%$3.9K———
IMA Advisory Services, Inc.
N/A—133-133-100%$3.6K———
UMB Bank, n.a.
N/A—123-123-100%$3.3K———
Federated Hermes, Inc.
N/A—117-117-100%$3.2K———
Manning & Napier Advisors LLC
N/A—112-112-100%$3.1K———
Zions Bancorporation, National Association
N/A—105-105-100%$2.8K———
CNB Bank
N/A—100-100-100%$2.7K———
Raffa Wealth Management, LLC
N/A—87-87-100%$2.4K———
Darwin Wealth Management, LLC
N/A—70-70-100%$1.9K———
Purpose Unlimited Inc.
N/A—70-70-100%$1.9K———
Motco
N/A—45-45-100%$1.2K———
Caldwell Sutter Capital, Inc.
N/A—43-43-100%$1.2K———
Swan Capital LLC
N/A—42-42-100%$1.1K———
Continuum Advisory, LLC
N/A—37-37-100%$1.0K———
Keating Financial Advisory Services, Inc.
N/A—37-37-100%$1.0K———
Smithfield Trust Co
N/A—34-34-100%$1———
Proffitt & Goodson Inc
N/A—34-34-100%$922———
Highland Investment Advisors LLC
N/A—28-28-100%$759———
Synergy Investment Management, LLC
N/A—26-26-100%$798———
Marshall Investment Management, LLC
N/A—21-21-100%$569———
MidFirst Bank
N/A—15-15-100%$407———
Bogart Wealth, LLC
N/A—15-15-100%$407———
Quent Capital, LLC
N/A—14-14-100%$380———
Optiver Holding B.V.
N/A—4-4-100%$108———
Showing 419 of 419 institutions