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Houlihan Lokey Inc (HLI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares1,003,785 from 1,383,912
Change-380,127 (-27%)
Value$126.9M (-$58.8M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares789,723 from 692,896
Change+96,827 (+14%)
Value$99.8M (+$6.8M)
Filed 2026-11-04
Van Berkom & Associates Inc.
INCREASED
Shares508,072 from 436,412
Change+71,660 (+16%)
Value$64.2M (+$5.7M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares395,440 from 406,981
Change-11,541 (-3%)
Value$50.0M (-$4.6M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares370,104 from 620,282
Change-250,178 (-40%)
Value$46.8M (-$36.4M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares294,352 from 200,535
Change+93,817 (+47%)
Value$37.2M (+$10.3M)
Filed 2026-11-06
Fenimore Asset Management Inc
INCREASED
Shares256,760 from 167,898
Change+88,862 (+53%)
Value$32.4M (+$9.9M)
Filed 2026-10-08
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares255,162 from 261,511
Change-6,349 (-2%)
Value$32.2M (-$2.8M)
Filed 2026-11-05
Fiera Capital Corp
INCREASED
Shares209,304 from 206,982
Change+2,322 (+1%)
Value$26.4M (-$1.3M)
Filed 2026-11-06
Barlow Wealth Partners, LLC
DECREASED
Shares180,034 from 205,696
Change-25,662 (-12%)
Value$23.0M (-$4.6M)
Filed 2026-10-15
Argent Capital Management LLC
DECREASED
Shares158,547 from 164,129
Change-5,582 (-3%)
Value$20.0M (-$2.0M)
Filed 2026-10-05
Atwood & Palmer Inc
INCREASED
Shares128,463 from 20,897
Change+107,566 (+515%)
Value$16.2M (+$13.4M)
Filed 2026-10-08
Principal Financial Group Inc
INCREASED
Shares124,522 from 123,130
Change+1,392 (+1%)
Value$15.7M (-$783.3K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares124,327 from 47,637
Change+76,690 (+161%)
Value$15.7M (+$9.3M)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares119,815 from 119,657
Change+158 (+0%)
Value$15.1M (-$912.1K)
Filed 2026-10-15
Amundi
INCREASED
Shares94,999 from 37,118
Change+57,881 (+156%)
Value$12.0M (+$7.0M)
Filed 2026-11-06
Alps Advisors Inc
DECREASED
Shares79,182 from 91,702
Change-12,520 (-14%)
Value$10.0M (-$2.3M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares76,129 from 69,161
Change+6,968 (+10%)
Value$9.6M (+$342.6K)
Filed 2026-11-06
Granite Investment Partners, LLC
NEW
Shares75,901
Change+75,901
Value$9.6M
Filed 2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares56,311 from 53,484
Change+2,827 (+5%)
Value$7.1M (-$59.5K)
Filed 2026-10-30
Retirement Systems of Alabama
DECREASED
Shares55,902 from 56,078
Change-176 (0%)
Value$7.1M (-$459.1K)
Filed 2026-11-04
Sparta 24 Ltd.
NEW
Shares50,390
Change+50,390
Value$186.2K
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares49,881 from 50,697
Change-816 (-2%)
Value$6.3M (-$498.0K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares46,276 from 34,200
Change+12,076 (+35%)
Value$5.8M (+$1.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares37,263 from 30,967
Change+6,296 (+20%)
Value$4.7M (+$486.9K)
Filed 2026-10-13
Strs Ohio
DECREASED
Shares31,749 from 38,449
Change-6,700 (-17%)
Value$4.0M (-$1.1M)
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares29,111 from 28,870
Change+241 (+1%)
Value$3.7M (-$194.4K)
Filed 2026-10-29
Amalgamated Bank
INCREASED
Shares24,978 from 24,787
Change+191 (+1%)
Value$3.2M (-$169.0K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
INCREASED
Shares21,203 from 19,791
Change+1,412 (+7%)
Value$2.7M (+$24.2K)
Filed 2026-10-27
Bell Asset Management Ltd
DECREASED
Shares19,859 from 25,684
Change-5,825 (-23%)
Value$2.5M (-$936.0K)
Filed 2026-10-08
Salvus Wealth Management, LLC
NEW
Shares18,476
Change+18,476
Value$2.3M
Filed 2026-10-13
Diversified Management Inc
NEW
Shares18,154
Change+18,154
Value$2.3M
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares17,680 from 17,434
Change+246 (+1%)
Value$2.2M (-$104.7K)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW
Shares16,909
Change+16,909
Value$2.1M
Filed 2026-10-22
State of New Jersey Common Pension Fund D
INCREASED
Shares16,223 from 16,120
Change+103 (+1%)
Value$2.0M (-$112.6K)
Filed 2026-11-05
Louisiana State Employees Retirement System
INCREASED
Shares16,100 from 15,900
Change+200 (+1%)
Value$2.0M (-$98.6K)
Filed 2026-10-20
Weil Company, Inc.
DECREASED
Shares15,442 from 16,501
Change-1,059 (-6%)
Value$2.0M (-$262.3K)
Filed 2026-10-14
Arizona State Retirement System
INCREASED
Shares15,296 from 15,025
Change+271 (+2%)
Value$1.9M (-$82.8K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares14,799 from 15,659
Change-860 (-5%)
Value$1.9M (-$230.6K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares14,081 from 15,289
Change-1,208 (-8%)
Value$1.8M (-$271.8K)
Filed 2026-11-06
King Luther Capital Management Corp
INCREASED
Shares13,862 from 12,333
Change+1,529 (+12%)
Value$1.8M (+$97.1K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares13,185 from 13,598
Change-413 (-3%)
Value$1.7M (-$158.2K)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares12,937 from 12,980
Change-43 (0%)
Value$1.6M (-$106.5K)
Filed 2026-11-03
State of Michigan Retirement System
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$1.6M (-$98.9K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares12,634 from 345,248
Change-332,614 (-96%)
Value$1.6M (-$44.7M)
Filed 2026-11-05
Diversified Trust Co
INCREASED
Shares12,542 from 6,983
Change+5,559 (+80%)
Value$1.6M (+$647.9K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares12,464 from 8,140
Change+4,324 (+53%)
Value$1.6M (+$482.9K)
Filed 2026-10-08
Deutsche Bank Ag\
DECREASED
Shares11,779 from 26,071
Change-14,292 (-55%)
Value$1.5M (-$2.0M)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
INCREASED
Shares11,264 from 11,199
Change+65 (+1%)
Value$1.4M (-$79.0K)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares11,008 from 12,347
Change-1,339 (-11%)
Value$1.4M (-$265.4K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares10,958 from 54,058
Change-43,100 (-80%)
Value$1.4M (-$5.9M)
Filed 2026-11-04
Sendero Wealth Management, LLC
INCREASED
Shares10,908 from 6,779
Change+4,129 (+61%)
Value$1.4M (+$468.8K)
Filed 2026-10-14
Linden Thomas Advisory Services, LLC
INCREASED
Shares10,698 from 9,950
Change+748 (+8%)
Value$1.4M (+$17.0K)
Filed 2026-10-19
New Mexico Educational Retirement Board
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$1.3M (-$83.0K)
Filed 2026-11-05
PineStone Asset Management Inc.
INCREASED
Shares10,194 from 8,794
Change+1,400 (+16%)
Value$1.3M (+$108.4K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares9,747 from 8,597
Change+1,150 (+13%)
Value$1.2M (+$78.3K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares9,122 from 6,855
Change+2,267 (+33%)
Value$1.2M (+$233.0K)
Filed 2026-10-30
Pictet Asset Management Holding SA
UNCHANGED
Shares8,606 from 8,606
Change0 (0%)
Value$1.1M (-$67.0K)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares8,600 from 15,683
Change-7,083 (-45%)
Value$1.1M (-$1.0M)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares8,377 from 8,797
Change-420 (-5%)
Value$1.1M (-$121.1K)
Filed 2026-10-29
Appleton Partners Inc
DECREASED
Shares8,274 from 9,068
Change-794 (-9%)
Value$1.0M (-$171.0K)
Filed 2026-10-30
New York Life Investment Management LLC
INCREASED
Shares7,963 from 6,768
Change+1,195 (+18%)
Value$1.0M (+$98.3K)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares7,861 from 8,240
Change-379 (-5%)
Value$993.2K (-$112.1K)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares7,683 from 10,547
Change-2,864 (-27%)
Value$970.7K (-$444.0K)
Filed 2026-10-27
Oak Thistle LLC
INCREASED
Shares7,533 from 2,675
Change+4,858 (+182%)
Value$951.7K (+$592.9K)
Filed 2026-10-21
Fisher Asset Management, LLC
DECREASED
Shares7,222 from 7,344
Change-122 (-2%)
Value$912.4K (-$72.7K)
Filed 2026-11-06
Taylor Frigon Capital Management LLC
INCREASED
Shares6,982 from 6,822
Change+160 (+2%)
Value$882.1K (-$32.9K)
Filed 2026-10-23
Gateway Investment Advisers LLC
INCREASED
Shares6,461 from 3,142
Change+3,319 (+106%)
Value$816.3K (+$394.8K)
Filed 2026-10-13
Naples Global Advisors, LLC
INCREASED
Shares6,375 from 5,200
Change+1,175 (+23%)
Value$805.4K (+$107.9K)
Filed 2026-11-05
Xponance LLC
DECREASED
Shares6,314 from 6,541
Change-227 (-3%)
Value$797.7K (-$79.6K)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
INCREASED
Shares5,873 from 5,484
Change+389 (+7%)
Value$760.8K (+$980)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares5,739 from 5,696
Change+43 (+1%)
Value$725.1K (-$38.9K)
Filed 2026-10-14
James Investment Research, Inc.
INCREASED
Shares5,708 from 5,248
Change+460 (+9%)
Value$721.1K (+$17.2K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares5,169 from 5,710
Change-541 (-9%)
Value$653.0K (-$113.0K)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares5,138 from 5,313
Change-175 (-3%)
Value$649 (-$711.4K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares4,823 from 2,772
Change+2,051 (+74%)
Value$609.4K (+$237.6K)
Filed 2026-11-06
Gibbs Wealth Management
INCREASED
Shares4,800 from 4,732
Change+68 (+1%)
Value$606.5K (-$28.2K)
Filed 2026-10-22
Evergreen Capital Management LLC
DECREASED
Shares4,653 from 5,893
Change-1,240 (-21%)
Value$587.9K (-$202.6K)
Filed 2026-10-23
Crossmark Global Holdings, Inc.
INCREASED
Shares4,625 from 4,431
Change+194 (+4%)
Value$584.3K (-$10.0K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares4,548 from 3,926
Change+622 (+16%)
Value$574.6K (+$48.0K)
Filed 2026-10-15
Krilogy Financial LLC
INCREASED
Shares4,233 from 3,670
Change+563 (+15%)
Value$551.9K (+$59.6K)
Filed 2026-10-13
Securian Asset Management, Inc
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$499.2K (-$54.0K)
Filed 2026-11-06
Yorktown Management & Research Co Inc
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$486.4K (-$30.0K)
Filed 2026-10-28
Kestra Advisory Services, LLC
NEW
Shares3,838
Change+3,838
Value$484.9K
Filed 2026-11-02
Swiss Life Asset Management Ltd
UNCHANGED
Shares3,833 from 3,833
Change0 (0%)
Value$484.3K (-$29.9K)
Filed 2026-11-03
Inspire Investing, LLC
INCREASED
Shares3,761 from 3,528
Change+233 (+7%)
Value$475.2K (+$2.0K)
Filed 2026-10-22
Studio Investment Management LLC
DECREASED
Shares3,740 from 3,750
Change-10 (0%)
Value$472.5K (-$30.5K)
Filed 2026-10-22
Citizens Financial Group Inc
NEW
Shares3,694
Change+3,694
Value$466.8K
Filed 2026-10-23
Riverwater Partners LLC
INCREASED
Shares3,563 from 2,287
Change+1,276 (+56%)
Value$450.1K (+$143.4K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares3,555 from 2,482
Change+1,073 (+43%)
Value$449.1K (+$116.1K)
Filed 2026-10-23
J2 Capital Management Inc
INCREASED
Shares3,555 from 3,522
Change+33 (+1%)
Value$449.1K (-$23.3K)
Filed 2026-10-19
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares3,482
Change+3,482
Value$440.0K
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,411 from 2,276
Change+1,135 (+50%)
Value$431.0K (+$126.0K)
Filed 2026-11-02
Sepio Capital, LP
INCREASED
Shares3,410 from 3,406
Change+4 (+0%)
Value$430.8K (-$26.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares3,188 from 2,565
Change+623 (+24%)
Value$402.8K (+$58.8K)
Filed 2026-11-04
Maryland State Retirement & Pension System
INCREASED
Shares3,168 from 2,697
Change+471 (+17%)
Value$400.2K (+$38.5K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares3,031 from 3,567
Change-536 (-15%)
Value$382.9K (-$95.6K)
Filed 2026-10-22
Nykredit A/S
INCREASED
Shares2,787 from 2,591
Change+196 (+8%)
Value$352.1K (+$4.6K)
Filed 2026-11-06
First Bank & Trust
DECREASED
Shares2,684 from 2,717
Change-33 (-1%)
Value$339.1K (-$25.3K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares2,647 from 1,706
Change+941 (+55%)
Value$334.5K (+$105.7K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares2,598 from 1,783
Change+815 (+46%)
Value$328.2K (+$89.1K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
INCREASED
Shares2,520 from 2,213
Change+307 (+14%)
Value$318.4K (+$21.5K)
Filed 2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$315.9K (-$19.5K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,468 from 1,989
Change+479 (+24%)
Value$316.8K (+$42.4K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares2,356 from 938
Change+1,418 (+151%)
Value$297.7K (+$171.8K)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares2,291 from 1,919
Change+372 (+19%)
Value$289.4K (+$32.1K)
Filed 2026-10-30
UMB Bank, n.a.
INCREASED
Shares2,241 from 1,025
Change+1,216 (+119%)
Value$283.1K (+$145.6K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
DECREASED
Shares2,210 from 2,399
Change-189 (-8%)
Value$279.2K (-$42.7K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
NEW
Shares2,206
Change+2,206
Value$289.7K
Filed 2026-10-27
Accredited Investors Inc.
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$277.4K (-$17.1K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares2,190 from 1,773
Change+417 (+24%)
Value$276.7K (+$38.9K)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares2,059 from 2,139
Change-80 (-4%)
Value$260.1K (-$26.8K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares2,052 from 2,093
Change-41 (-2%)
Value$259.3K (-$21.5K)
Filed 2026-11-02
Wedmont Private Capital
NEW
Shares2,008
Change+2,008
Value$252.1K
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares2,004 from 2,038
Change-34 (-2%)
Value$253.2K (-$20.2K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
NEW
Shares2,000
Change+2,000
Value$252.7K
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
INCREASED
Shares1,995 from 1,992
Change+3 (+0%)
Value$252.0K (-$15.1K)
Filed 2026-10-22
Retirement Guys Formula LLC
NEW
Shares1,993
Change+1,993
Value$251.9K
Filed 2026-10-26
Portside Wealth Group, LLC
DECREASED
Shares1,972 from 2,216
Change-244 (-11%)
Value$249.2K (-$48.1K)
Filed 2026-10-20
Machina Capital S.A.S.
INCREASED
Shares1,929 from 1,529
Change+400 (+26%)
Value$243.7K (+$38.6K)
Filed 2026-11-05
Fulcrum Asset Management LLP
NEW
Shares1,921
Change+1,921
Value$244.9K
Filed 2026-11-04
Sun Group Wealth Partners
UNCHANGED
Shares1,869 from 1,869
Change0 (0%)
Value$236.1K (-$14.6K)
Filed 2026-10-26
Assenagon Asset Management S.A.
DECREASED
Shares1,864 from 126,476
Change-124,612 (-99%)
Value$235.5K (-$16.7M)
Filed 2026-10-15
KBC Group NV
INCREASED
Shares1,859 from 1,557
Change+302 (+19%)
Value$235.0K (+$26.0K)
Filed 2026-10-22
Vista Finance, LLC
DECREASED
Shares1,801 from 1,931
Change-130 (-7%)
Value$227.5K (-$31.5K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares1,792 from 2,360
Change-568 (-24%)
Value$226.4K (-$90.2K)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares1,782 from 1,685
Change+97 (+6%)
Value$225.2K (-$873)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares1,762 from 2,000
Change-238 (-12%)
Value$222.6K (-$45.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares1,741 from 1,784
Change-43 (-2%)
Value$223.7K (-$28.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares1,741 from 1,784
Change-43 (-2%)
Value$223.7K (-$28.2K)
Filed 2026-10-20
North Dakota State Investment Board
INCREASED
Shares1,669 from 1,608
Change+61 (+4%)
Value$210.9K (-$4.8K)
Filed 2026-10-27
CIBC Asset Management Inc
UNCHANGED
Shares1,644 from 1,644
Change0 (0%)
Value$207.7K (-$12.8K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares1,601 from 1,006
Change+595 (+59%)
Value$202.3K (+$67.3K)
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares1,584 from 1,640
Change-56 (-3%)
Value$200.1K (-$19.9K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,568 from 1,678
Change-110 (-7%)
Value$198.1K (-$27.0K)
Filed 2026-10-27
Summit Securities Group LLC
NEW
Shares1,543
Change+1,543
Value$194.9K
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares1,491 from 1,749
Change-258 (-15%)
Value$188.4K (-$46.2K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares1,143 from 931
Change+212 (+23%)
Value$153.4K (+$28.4K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares960 from 1,023
Change-63 (-6%)
Value$121.3K (-$15.9K)
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares890 from 1,741
Change-851 (-49%)
Value$115.3K (-$118.2K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares621 from 584
Change+37 (+6%)
Value$78.5K (+$125)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares587 from 254
Change+333 (+131%)
Value$74.2K (+$40.2K)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares579 from 706
Change-127 (-18%)
Value$73.0K (-$22.0K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$51.5K (-$3.2K)
Filed 2026-10-13
Eurizon Capital SGR S.p.A.
DECREASED
Shares372 from 455
Change-83 (-18%)
Value$47.5K (-$13.0K)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares281 from 153
Change+128 (+84%)
Value$35.5K (+$15.0K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares269
Change+269
Value$34.0K
Filed 2026-10-30
Versant Capital Management, Inc
DECREASED
Shares240 from 510
Change-270 (-53%)
Value$30.3K (-$38.1K)
Filed 2026-10-02
Private Trust Co NA
DECREASED
Shares213 from 299
Change-86 (-29%)
Value$26.9K (-$13.2K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares210 from 42
Change+168 (+400%)
Value$26.5K (+$20.9K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$25.3K (-$1.6K)
Filed 2026-10-20
Trust Co of Toledo NA
DECREASED
Shares191 from 351
Change-160 (-46%)
Value$24.1K (-$22.9K)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares177 from 425
Change-248 (-58%)
Value$22.4K (-$34.6K)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$21.4K (-$1.3K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$20.8K (-$1.3K)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares162
Change+162
Value$20.5K
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares162 from 214
Change-52 (-24%)
Value$20.5K (-$8.2K)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares155 from 154
Change+1 (+1%)
Value$19.7K (-$1.1K)
Filed 2026-11-02
Steph & Co
DECREASED
Shares152 from 234
Change-82 (-35%)
Value$19.2K (-$12.2K)
Filed 2026-10-07
Ascentis Independent Advisors
INCREASED
Shares144 from 104
Change+40 (+38%)
Value$18.2K (+$4.2K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares119
Change+119
Value$15.0K
Filed 2026-10-21
Alpine Bank Wealth Management
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$14.8K (-$911)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$14.7K (-$901)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares115 from 88
Change+27 (+31%)
Value$14.5K (+$2.7K)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares110
Change+110
Value$13.9K
Filed 2026-10-09
Fortitude Family Office, LLC
DECREASED
Shares107 from 123
Change-16 (-13%)
Value$13.5K (-$3.0K)
Filed 2026-10-14
First Pacific Financial
DECREASED
Shares100 from 116
Change-16 (-14%)
Value$12.7K (-$2.9K)
Filed 2026-10-14
American National Bank & Trust
INCREASED
Shares88 from 36
Change+52 (+144%)
Value$11.1K (+$6.3K)
Filed 2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$9.9K (-$607)
Filed 2026-11-05
Paladin Partners, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$9.7K (-$600)
Filed 2026-10-06
Tributary Capital Management, LLC
NEW
Shares76
Change+76
Value$9.6K
Filed 2026-10-28
Arlington Trust Co LLC
NEW
Shares75
Change+75
Value$9.5K
Filed 2026-10-20
Wolff Wiese Magana LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$9.5K (-$584)
Filed 2026-10-15
Financial Consulate, Inc
NEW
Shares72
Change+72
Value$9.1K
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares68 from 13
Change+55 (+423%)
Value$8.6K (+$6.8K)
Filed 2026-10-08
True Wealth Design, LLC
INCREASED
Shares68 from 54
Change+14 (+26%)
Value$8.6K (+$1.3K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$8.5K (-$522)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares66
Change+66
Value$8.3K
Filed 2026-10-27
Clearstead Advisors, LLC
DECREASED
Shares64 from 123
Change-59 (-48%)
Value$8.1K (-$8.4K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares57 from 63
Change-6 (-10%)
Value$7.2K (-$1.2K)
Filed 2026-11-05
Bfsg, LLC
NEW
Shares56
Change+56
Value$7.1K
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares54 from 200
Change-146 (-73%)
Value$6.8K (-$20.0K)
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares51 from 62
Change-11 (-18%)
Value$6.4K (-$1.9K)
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.3K (-$390)
Filed 2026-10-14
Entrust Financial LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$5.8K (-$358)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$5.6K (-$343)
Filed 2026-10-22
Asset Dedication, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$5.6K (-$343)
Filed 2026-11-03
Elevation Wealth Partners, LLC
NEW
Shares41
Change+41
Value$5.2K
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares41 from 47
Change-6 (-13%)
Value$5.2K (-$1.1K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares40 from 12
Change+28 (+233%)
Value$5.1K (+$3.4K)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares39 from 25
Change+14 (+56%)
Value$4.9K (+$1.6K)
Filed 2026-10-28
Marquette Asset Management, LLC
INCREASED
Shares35 from 4
Change+31 (+775%)
Value$4.4K (+$3.9K)
Filed 2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$4.2K (-$257)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.8K (-$212)
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.6K (-$220)
Filed 2026-10-22
PFS Partners, LLC
INCREASED
Shares27 from 26
Change+1 (+4%)
Value$3.4K (-$189)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.0K (-$168)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.9K (-$179)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares22
Change+22
Value$2.8K
Filed 2026-11-02
Acumen Wealth Advisors, LLC
NEW
Shares21
Change+21
Value$2.7K
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.5K (-$156)
Filed 2026-10-13
High Note Wealth, LLC
NEW
Shares19
Change+19
Value$2.4K
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares19 from 21
Change-2 (-10%)
Value$2.4K (-$416)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares18
Change+18
Value$2.3K
Filed 2026-10-19
Cromwell Holdings LLC
INCREASED
Shares16 from 8
Change+8 (+100%)
Value$2.0K (+$948)
Filed 2026-10-28
Retirement Wealth Solutions LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.7K (-$95)
Filed 2026-10-07
Jacobi Capital Management LLC
NEW
Shares12
Change+12
Value$1.5K
Filed 2026-11-05
Bare Financial Services, Inc
DECREASED
Shares12 from 16
Change-4 (-25%)
Value$1.5K (-$630)
Filed 2026-11-04
Manchester Capital Management LLC
INCREASED
Shares12 from 11
Change+1 (+9%)
Value$1.5K (+$41)
Filed 2026-10-22
Fairway Wealth LLC
NEW
Shares11
Change+11
Value$1.4K
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.4K (-$85)
Filed 2026-10-07
Bayban
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.5K ($0)
Filed 2026-11-05
Montag A & Associates Inc
NEW
Shares10
Change+10
Value$1.2K
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares10 from 100
Change-90 (-90%)
Value$1.3K (-$12.1K)
Filed 2026-10-08
DiNuzzo Private Wealth, Inc.
DECREASED
Shares10 from 12
Change-2 (-17%)
Value$1.3K (-$346)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
NEW
Shares9
Change+9
Value$1.1K
Filed 2026-10-30
Valley National Advisers Inc
NEW
Shares9
Change+9
Value$1.1K
Filed 2026-10-23
CX Institutional
DECREASED
Shares8 from 89
Change-81 (-91%)
Value$1 (-$11)
Filed 2026-10-02
Planning Strategies Inc.
NEW
Shares7
Change+7
Value$884
Filed 2026-10-02
Ascentis Wealth Management, LLC
NEW
Shares5
Change+5
Value$631
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$632 (-$39)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED
Shares4 from 9
Change-5 (-56%)
Value$505 (-$702)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares4 from 9
Change-5 (-56%)
Value$505 (-$702)
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares3
Change+3
Value$379
Filed 2026-10-15
Financial Management Professionals, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$253 (-$15)
Filed 2026-10-23
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$257 (-$19)
Filed 2026-10-27
Signature Equity Partners, LLC
NEW
Shares1
Change+1
Value$126
Filed 2026-10-29
MV Capital Management, Inc.
NEW
Shares1
Change+1
Value$127
Filed 2026-10-29
James T. Borello RIA
DECREASED
Shares1 from 33
Change-32 (-97%)
Value$126 (-$4.3K)
Filed 2026-10-16
Hughes Financial Services, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$139 (-$129)
Filed 2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$127 (-$8)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$127 (-$8)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 42,939
Change-42,939 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-16
Highland Capital Management, LLC
CLOSED
Shares0 from 14,525
Change-14,525 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-26
Henshaw Capital LLC
CLOSED
Shares0 from 9,387
Change-9,387 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Virginia Retirement Systems ET Al
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$482.9K)
Filed 2026-10-28
Mission Wealth Management, LP
CLOSED
Shares0 from 2,876
Change-2,876 (-100%)
Value$0 (-$385.8K)
Filed 2026-10-15
iA Global Asset Management Inc.
CLOSED
Shares0 from 2,687
Change-2,687 (-100%)
Value$0 (-$360.0K)
Filed 2026-10-29
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,023
Change-2,023 (-100%)
Value$0 (-$271.3K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 1,714
Change-1,714 (-100%)
Value$0 (-$229.9K)
Filed 2026-11-06
Nilsine Partners, LLC
CLOSED
Shares0 from 1,531
Change-1,531 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-02
State of Wyoming
CLOSED
Shares0 from 873
Change-873 (-100%)
Value$0 (-$117.1K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 849
Change-849 (-100%)
Value$0 (-$113.9K)
Filed 2026-10-15
Wellington Grp LLC
CLOSED
Shares0 from 394
Change-394 (-100%)
Value$0 (-$56.6K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$44.8K)
Filed 2026-10-14
Bayforest Capital Ltd
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$24.4K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-02
Zions Bancorporation, National Association
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-16
Creative Capital Management Investments LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-28
Whipplewood Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$939)
Filed 2026-10-20
Breakwater Investment Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$537)
Filed 2026-10-20
American Capital Advisory, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$537)
Filed 2026-10-28
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Quaker Wealth Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$135)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$134)
Filed 2026-10-29
Raleigh Capital Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$9)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 5,240,406
Change-5,240,406 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,774,115
Change-2,774,115 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,439,724
Change-2,439,724 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,426,619
Change-2,426,619 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,172,720
Change-2,172,720 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,992,096
Change-1,992,096 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,749,472
Change-1,749,472 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,690,245
Change-1,690,245 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,300,687
Change-1,300,687 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,227,541
Change-1,227,541 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,122,126
Change-1,122,126 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 992,787
Change-992,787 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 938,411
Change-938,411 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 929,760
Change-929,760 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 890,616
Change-890,616 (-100%)
Value—
Bamco Inc
N/A
Shares— from 869,544
Change-869,544 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 825,406
Change-825,406 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 705,487
Change-705,487 (-100%)
Value—
FMR LLC
N/A
Shares— from 690,813
Change-690,813 (-100%)
Value—
Norges Bank
N/A
Shares— from 656,486
Change-656,486 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 654,087
Change-654,087 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 635,294
Change-635,294 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 561,266
Change-561,266 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 526,868
Change-526,868 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 521,880
Change-521,880 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 514,374
Change-514,374 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 486,239
Change-486,239 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 463,415
Change-463,415 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 458,942
Change-458,942 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 430,600
Change-430,600 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 417,511
Change-417,511 (-100%)
Value—
Capital International Investors
N/A
Shares— from 406,531
Change-406,531 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 383,961
Change-383,961 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 382,195
Change-382,195 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 375,874
Change-375,874 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 349,700
Change-349,700 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 343,231
Change-343,231 (-100%)
Value—
UBS Group AG
N/A
Shares— from 321,436
Change-321,436 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 314,566
Change-314,566 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 290,765
Change-290,765 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 290,735
Change-290,735 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 288,794
Change-288,794 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 263,803
Change-263,803 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 263,456
Change-263,456 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 259,909
Change-259,909 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 244,520
Change-244,520 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 239,140
Change-239,140 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 219,632
Change-219,632 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 214,346
Change-214,346 (-100%)
Value—
Champlain Investment Partners, LLC
N/A
Shares— from 209,983
Change-209,983 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 206,485
Change-206,485 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 189,028
Change-189,028 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 187,563
Change-187,563 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 186,627
Change-186,627 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 171,137
Change-171,137 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 169,929
Change-169,929 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 167,184
Change-167,184 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 166,495
Change-166,495 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 163,937
Change-163,937 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 152,433
Change-152,433 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 148,128
Change-148,128 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 132,289
Change-132,289 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 125,338
Change-125,338 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 118,776
Change-118,776 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 109,973
Change-109,973 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 109,336
Change-109,336 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 96,879
Change-96,879 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 94,646
Change-94,646 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 92,125
Change-92,125 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 87,413
Change-87,413 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 85,383
Change-85,383 (-100%)
Value—
Montanaro Asset Management Ltd
N/A
Shares— from 82,934
Change-82,934 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 80,822
Change-80,822 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 79,700
Change-79,700 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 78,512
Change-78,512 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 77,994
Change-77,994 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 76,000
Change-76,000 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 73,667
Change-73,667 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 71,882
Change-71,882 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 71,415
Change-71,415 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 69,903
Change-69,903 (-100%)
Value—
Crawford Fund Management, LLC
N/A
Shares— from 68,431
Change-68,431 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 68,030
Change-68,030 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 67,227
Change-67,227 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 66,982
Change-66,982 (-100%)
Value—
Boston Partners
N/A
Shares— from 64,924
Change-64,924 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 63,069
Change-63,069 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 61,888
Change-61,888 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 61,352
Change-61,352 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 53,640
Change-53,640 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 51,974
Change-51,974 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 51,368
Change-51,368 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 49,468
Change-49,468 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 49,451
Change-49,451 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 48,160
Change-48,160 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 45,505
Change-45,505 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 44,906
Change-44,906 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 40,895
Change-40,895 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 39,863
Change-39,863 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 39,300
Change-39,300 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 39,151
Change-39,151 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 38,849
Change-38,849 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 38,584
Change-38,584 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 37,796
Change-37,796 (-100%)
Value—
Commerce Bank
N/A
Shares— from 35,858
Change-35,858 (-100%)
Value—
Pier Capital, LLC
N/A
Shares— from 34,014
Change-34,014 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 33,386
Change-33,386 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 32,083
Change-32,083 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 30,584
Change-30,584 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 30,495
Change-30,495 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 28,101
Change-28,101 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,923
Change-27,923 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 26,110
Change-26,110 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 25,348
Change-25,348 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 25,202
Change-25,202 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 25,108
Change-25,108 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 24,549
Change-24,549 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 24,512
Change-24,512 (-100%)
Value—
Man Group plc
N/A
Shares— from 23,907
Change-23,907 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 23,380
Change-23,380 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 23,214
Change-23,214 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 23,128
Change-23,128 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 22,727
Change-22,727 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 22,281
Change-22,281 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,072
Change-22,072 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,041
Change-22,041 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 21,970
Change-21,970 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 21,246
Change-21,246 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 20,986
Change-20,986 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 20,972
Change-20,972 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 20,481
Change-20,481 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 20,327
Change-20,327 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 20,204
Change-20,204 (-100%)
Value—
&partners
N/A
Shares— from 20,120
Change-20,120 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 19,909
Change-19,909 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 19,034
Change-19,034 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 18,005
Change-18,005 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 17,929
Change-17,929 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 17,872
Change-17,872 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 17,497
Change-17,497 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,214
Change-17,214 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 17,161
Change-17,161 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 16,620
Change-16,620 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 16,007
Change-16,007 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 14,909
Change-14,909 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 14,639
Change-14,639 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,628
Change-14,628 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,696
Change-13,696 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
Allstate Corp
N/A
Shares— from 13,424
Change-13,424 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 12,657
Change-12,657 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,531
Change-12,531 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 12,258
Change-12,258 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 12,196
Change-12,196 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 11,226
Change-11,226 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,051
Change-10,051 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 9,596
Change-9,596 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 8,671
Change-8,671 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
CIM, LLC
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,507
Change-7,507 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,422
Change-7,422 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,370
Change-7,370 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 885
Change-885 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 741
Change-741 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 260
Change-260 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 255
Change-255 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 180
Change-180 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 170
Change-170 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 143
Change-143 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Quarry LP
N/A
Shares— from 72
Change-72 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 60
Change-60 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 43
Change-43 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 27
Change-27 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 13
Change-13 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8
Change-8 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED1,003,7851,383,912-380,127-27%$185.7M$126.9M-$58.8M2026-11-06
Dimensional Fund Advisors LP
INCREASED789,723692,896+96,827+14%$92.9M$99.8M+$6.8M2026-11-04
Van Berkom & Associates Inc.
INCREASED508,072436,412+71,660+16%$58.5M$64.2M+$5.7M2026-11-04
Bank of New York Mellon Corp
DECREASED395,440406,981-11,541-3%$54.6M$50.0M-$4.6M2026-11-05
LPL Financial LLC
DECREASED370,104620,282-250,178-40%$83.2M$46.8M-$36.4M2026-11-06
Barclays PLC
INCREASED294,352200,535+93,817+47%$26.9M$37.2M+$10.3M2026-11-06
Fenimore Asset Management Inc
INCREASED256,760167,898+88,862+53%$22.5M$32.4M+$9.9M2026-10-08
Woodley Farra Manion Portfolio Management Inc
DECREASED255,162261,511-6,349-2%$35.1M$32.2M-$2.8M2026-11-05
Fiera Capital Corp
INCREASED209,304206,982+2,322+1%$27.8M$26.4M-$1.3M2026-11-06
Barlow Wealth Partners, LLC
DECREASED180,034205,696-25,662-12%$27.6M$23.0M-$4.6M2026-10-15
Argent Capital Management LLC
DECREASED158,547164,129-5,582-3%$22.0M$20.0M-$2.0M2026-10-05
Atwood & Palmer Inc
INCREASED128,46320,897+107,566+515%$2.8M$16.2M+$13.4M2026-10-08
Principal Financial Group Inc
INCREASED124,522123,130+1,392+1%$16.5M$15.7M-$783.3K2026-11-02
Creative Planning
INCREASED124,32747,637+76,690+161%$6.4M$15.7M+$9.3M2026-11-02
GHP Investment Advisors, Inc.
INCREASED119,815119,657+158+0%$16.0M$15.1M-$912.1K2026-10-15
Amundi
INCREASED94,99937,118+57,881+156%$5.0M$12.0M+$7.0M2026-11-06
Alps Advisors Inc
DECREASED79,18291,702-12,520-14%$12.3M$10.0M-$2.3M2026-11-03
Russell Investments Group, Ltd.
INCREASED76,12969,161+6,968+10%$9.3M$9.6M+$342.6K2026-11-06
Granite Investment Partners, LLC
NEW75,901—+75,901——$9.6M—2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED56,31153,484+2,827+5%$7.2M$7.1M-$59.5K2026-10-30
Retirement Systems of Alabama
DECREASED55,90256,078-1760%$7.5M$7.1M-$459.1K2026-11-04
Sparta 24 Ltd.
NEW50,390—+50,390——$186.2K—2026-11-04
Mutual of America Capital Management LLC
DECREASED49,88150,697-816-2%$6.8M$6.3M-$498.0K2026-10-23
Fifth Third Bancorp
INCREASED46,27634,200+12,076+35%$4.6M$5.8M+$1.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED37,26330,967+6,296+20%$4.2M$4.7M+$486.9K2026-10-13
Strs Ohio
DECREASED31,74938,449-6,700-17%$5.2M$4.0M-$1.1M2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED29,11128,870+241+1%$3.9M$3.7M-$194.4K2026-10-29
Amalgamated Bank
INCREASED24,97824,787+191+1%$3.3M$3.2M-$169.0K2026-10-23
Oppenheimer Asset Management Inc.
INCREASED21,20319,791+1,412+7%$2.7M$2.7M+$24.2K2026-10-27
Bell Asset Management Ltd
DECREASED19,85925,684-5,825-23%$3.4M$2.5M-$936.0K2026-10-08
Salvus Wealth Management, LLC
NEW18,476—+18,476——$2.3M—2026-10-13
Diversified Management Inc
NEW18,154—+18,154——$2.3M—2026-10-08
US Bancorp \de\
INCREASED17,68017,434+246+1%$2.3M$2.2M-$104.7K2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW16,909—+16,909——$2.1M—2026-10-22
State of New Jersey Common Pension Fund D
INCREASED16,22316,120+103+1%$2.2M$2.0M-$112.6K2026-11-05
Louisiana State Employees Retirement System
INCREASED16,10015,900+200+1%$2.1M$2.0M-$98.6K2026-10-20
Weil Company, Inc.
DECREASED15,44216,501-1,059-6%$2.2M$2.0M-$262.3K2026-10-14
Arizona State Retirement System
INCREASED15,29615,025+271+2%$2.0M$1.9M-$82.8K2026-11-03
Yousif Capital Management, LLC
DECREASED14,79915,659-860-5%$2.1M$1.9M-$230.6K2026-10-22
PNC Financial Services Group, Inc.
DECREASED14,08115,289-1,208-8%$2.1M$1.8M-$271.8K2026-11-06
King Luther Capital Management Corp
INCREASED13,86212,333+1,529+12%$1.7M$1.8M+$97.1K2026-11-05
Davenport & Co LLC
DECREASED13,18513,598-413-3%$1.8M$1.7M-$158.2K2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED12,93712,980-430%$1.7M$1.6M-$106.5K2026-11-03
State of Michigan Retirement System
UNCHANGED12,70012,70000%$1.7M$1.6M-$98.9K2026-10-27
Thrivent Financial for Lutherans
DECREASED12,634345,248-332,614-96%$46.3M$1.6M-$44.7M2026-11-05
Diversified Trust Co
INCREASED12,5426,983+5,559+80%$936.6K$1.6M+$647.9K2026-11-06
Gamma Investing LLC
INCREASED12,4648,140+4,324+53%$1.1M$1.6M+$482.9K2026-10-08
Deutsche Bank Ag\
DECREASED11,77926,071-14,292-55%$3.5M$1.5M-$2.0M2026-11-06
Oregon Public Employees Retirement Fund
INCREASED11,26411,199+65+1%$1.5M$1.4M-$79.0K2026-10-30
Regions Financial Corp
DECREASED11,00812,347-1,339-11%$1.7M$1.4M-$265.4K2026-11-05
Citigroup Inc
DECREASED10,95854,058-43,100-80%$7.3M$1.4M-$5.9M2026-11-04
Sendero Wealth Management, LLC
INCREASED10,9086,779+4,129+61%$909.3K$1.4M+$468.8K2026-10-14
Linden Thomas Advisory Services, LLC
INCREASED10,6989,950+748+8%$1.3M$1.4M+$17.0K2026-10-19
New Mexico Educational Retirement Board
UNCHANGED10,60010,60000%$1.4M$1.3M-$83.0K2026-11-05
PineStone Asset Management Inc.
INCREASED10,1948,794+1,400+16%$1.2M$1.3M+$108.4K2026-10-16
Atria Investments, Inc
INCREASED9,7478,597+1,150+13%$1.2M$1.2M+$78.3K2026-10-15
Truist Financial Corp
INCREASED9,1226,855+2,267+33%$919.5K$1.2M+$233.0K2026-10-30
Pictet Asset Management Holding SA
UNCHANGED8,6068,60600%$1.2M$1.1M-$67.0K2026-11-03
New York State Teachers Retirement System
DECREASED8,60015,683-7,083-45%$2.1M$1.1M-$1.0M2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED8,3778,797-420-5%$1.2M$1.1M-$121.1K2026-10-29
Appleton Partners Inc
DECREASED8,2749,068-794-9%$1.2M$1.0M-$171.0K2026-10-30
New York Life Investment Management LLC
INCREASED7,9636,768+1,195+18%$907.8K$1.0M+$98.3K2026-11-04
Assetmark, Inc
DECREASED7,8618,240-379-5%$1.1M$993.2K-$112.1K2026-10-21
Bokf, NA
DECREASED7,68310,547-2,864-27%$1.4M$970.7K-$444.0K2026-10-27
Oak Thistle LLC
INCREASED7,5332,675+4,858+182%$358.8K$951.7K+$592.9K2026-10-21
Fisher Asset Management, LLC
DECREASED7,2227,344-122-2%$985.1K$912.4K-$72.7K2026-11-06
Taylor Frigon Capital Management LLC
INCREASED6,9826,822+160+2%$915.0K$882.1K-$32.9K2026-10-23
Gateway Investment Advisers LLC
INCREASED6,4613,142+3,319+106%$421.4K$816.3K+$394.8K2026-10-13
Naples Global Advisors, LLC
INCREASED6,3755,200+1,175+23%$697.5K$805.4K+$107.9K2026-11-05
Xponance LLC
DECREASED6,3146,541-227-3%$877.3K$797.7K-$79.6K2026-11-03
Union Bancaire Privee, UBP SA
INCREASED5,8735,484+389+7%$759.8K$760.8K+$9802026-11-04
Fulton Bank, N.A.
INCREASED5,7395,696+43+1%$764.0K$725.1K-$38.9K2026-10-14
James Investment Research, Inc.
INCREASED5,7085,248+460+9%$703.9K$721.1K+$17.2K2026-10-22
Park Avenue Securities LLC
DECREASED5,1695,710-541-9%$766.0K$653.0K-$113.0K2026-10-26
State of Alaska, Department of Revenue
DECREASED5,1385,313-175-3%$712.0K$649-$711.4K2026-10-15
Merit Financial Group, LLC
INCREASED4,8232,772+2,051+74%$371.8K$609.4K+$237.6K2026-11-06
Gibbs Wealth Management
INCREASED4,8004,732+68+1%$634.7K$606.5K-$28.2K2026-10-22
Evergreen Capital Management LLC
DECREASED4,6535,893-1,240-21%$790.4K$587.9K-$202.6K2026-10-23
Crossmark Global Holdings, Inc.
INCREASED4,6254,431+194+4%$594.3K$584.3K-$10.0K2026-10-21
Blue Trust, Inc.
INCREASED4,5483,926+622+16%$526.6K$574.6K+$48.0K2026-10-15
Krilogy Financial LLC
INCREASED4,2333,670+563+15%$492.3K$551.9K+$59.6K2026-10-13
Securian Asset Management, Inc
UNCHANGED3,9513,95100%$553.2K$499.2K-$54.0K2026-11-06
Yorktown Management & Research Co Inc
UNCHANGED3,8503,85000%$516.4K$486.4K-$30.0K2026-10-28
Kestra Advisory Services, LLC
NEW3,838—+3,838——$484.9K—2026-11-02
Swiss Life Asset Management Ltd
UNCHANGED3,8333,83300%$514.1K$484.3K-$29.9K2026-11-03
Inspire Investing, LLC
INCREASED3,7613,528+233+7%$473.2K$475.2K+$2.0K2026-10-22
Studio Investment Management LLC
DECREASED3,7403,750-100%$503.0K$472.5K-$30.5K2026-10-22
Citizens Financial Group Inc
NEW3,694—+3,694——$466.8K—2026-10-23
Riverwater Partners LLC
INCREASED3,5632,287+1,276+56%$306.8K$450.1K+$143.4K2026-11-03
Sowell Financial Services LLC
INCREASED3,5552,482+1,073+43%$333.0K$449.1K+$116.1K2026-10-23
J2 Capital Management Inc
INCREASED3,5553,522+33+1%$472.4K$449.1K-$23.3K2026-10-19
Harel Insurance Investments & Financial Services Ltd.
NEW3,482—+3,482——$440.0K—2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED3,4112,276+1,135+50%$305.0K$431.0K+$126.0K2026-11-02
Sepio Capital, LP
INCREASED3,4103,406+4+0%$456.8K$430.8K-$26.0K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED3,1882,565+623+24%$344.0K$402.8K+$58.8K2026-11-04
Maryland State Retirement & Pension System
INCREASED3,1682,697+471+17%$361.7K$400.2K+$38.5K2026-11-05
Brookstone Capital Management
DECREASED3,0313,567-536-15%$478.5K$382.9K-$95.6K2026-10-22
Nykredit A/S
INCREASED2,7872,591+196+8%$347.5K$352.1K+$4.6K2026-11-06
First Bank & Trust
DECREASED2,6842,717-33-1%$364.4K$339.1K-$25.3K2026-10-19
Brighton Jones LLC
INCREASED2,6471,706+941+55%$228.8K$334.5K+$105.7K2026-11-03
Exchange Traded Concepts, LLC
INCREASED2,5981,783+815+46%$239.2K$328.2K+$89.1K2026-10-28
Argos Wealth Advisors, LLC
INCREASED2,5202,213+307+14%$296.8K$318.4K+$21.5K2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED2,5002,50000%$335.3K$315.9K-$19.5K2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED2,4681,989+479+24%$274.4K$316.8K+$42.4K2026-11-04
Signaturefd, LLC
INCREASED2,356938+1,418+151%$125.8K$297.7K+$171.8K2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED2,2911,919+372+19%$257.4K$289.4K+$32.1K2026-10-30
UMB Bank, n.a.
INCREASED2,2411,025+1,216+119%$137.5K$283.1K+$145.6K2026-11-06
Wealthcare Capital Partners, LLC
DECREASED2,2102,399-189-8%$321.8K$279.2K-$42.7K2026-10-21
Chicago Partners Investment Group LLC
NEW2,206—+2,206——$289.7K—2026-10-27
Accredited Investors Inc.
UNCHANGED2,1962,19600%$294.6K$277.4K-$17.1K2026-11-03
HB Wealth Management, LLC
INCREASED2,1901,773+417+24%$237.8K$276.7K+$38.9K2026-10-23
ProShare Advisors LLC
DECREASED2,0592,139-80-4%$286.9K$260.1K-$26.8K2026-10-29
Commonwealth Equity Services, LLC
DECREASED2,0522,093-41-2%$280.8K$259.3K-$21.5K2026-11-02
Wedmont Private Capital
NEW2,008—+2,008——$252.1K—2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED2,0042,038-34-2%$273.4K$253.2K-$20.2K2026-11-05
Galvin, Gaustad & Stein, LLC
NEW2,000—+2,000——$252.7K—2026-10-08
Fifth Third Wealth Advisors LLC
INCREASED1,9951,992+3+0%$267.2K$252.0K-$15.1K2026-10-22
Retirement Guys Formula LLC
NEW1,993—+1,993——$251.9K—2026-10-26
Portside Wealth Group, LLC
DECREASED1,9722,216-244-11%$297.2K$249.2K-$48.1K2026-10-20
Machina Capital S.A.S.
INCREASED1,9291,529+400+26%$205.1K$243.7K+$38.6K2026-11-05
Fulcrum Asset Management LLP
NEW1,921—+1,921——$244.9K—2026-11-04
Sun Group Wealth Partners
UNCHANGED1,8691,86900%$250.7K$236.1K-$14.6K2026-10-26
Assenagon Asset Management S.A.
DECREASED1,864126,476-124,612-99%$17.0M$235.5K-$16.7M2026-10-15
KBC Group NV
INCREASED1,8591,557+302+19%$209.0K$235.0K+$26.0K2026-10-22
Vista Finance, LLC
DECREASED1,8011,931-130-7%$259.0K$227.5K-$31.5K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED1,7922,360-568-24%$316.6K$226.4K-$90.2K2026-10-16
Choreo, LLC
INCREASED1,7821,685+97+6%$226.0K$225.2K-$8732026-10-28
Norden Group LLC
DECREASED1,7622,000-238-12%$268.3K$222.6K-$45.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED1,7411,784-43-2%$252.0K$223.7K-$28.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED1,7411,784-43-2%$252.0K$223.7K-$28.2K2026-10-20
North Dakota State Investment Board
INCREASED1,6691,608+61+4%$215.7K$210.9K-$4.8K2026-10-27
CIBC Asset Management Inc
UNCHANGED1,6441,64400%$220.5K$207.7K-$12.8K2026-11-05
Parallel Advisors, LLC
INCREASED1,6011,006+595+59%$134.9K$202.3K+$67.3K2026-11-03
Sterling Capital Management LLC
DECREASED1,5841,640-56-3%$220.0K$200.1K-$19.9K2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED1,5681,678-110-7%$225.1K$198.1K-$27.0K2026-10-27
Summit Securities Group LLC
NEW1,543—+1,543——$194.9K—2026-11-05
Nisa Investment Advisors, LLC
DECREASED1,4911,749-258-15%$234.6K$188.4K-$46.2K2026-10-20
Allworth Financial LP
INCREASED1,143931+212+23%$124.9K$153.4K+$28.4K2026-11-06
IFP Advisors, Inc
DECREASED9601,023-63-6%$137.2K$121.3K-$15.9K2026-10-16
Quadrant Capital Group LLC
DECREASED8901,741-851-49%$233.5K$115.3K-$118.2K2026-10-20
Mather Group, Llc.
INCREASED621584+37+6%$78.3K$78.5K+$1252026-10-14
Farther Finance Advisors, LLC
INCREASED587254+333+131%$34.0K$74.2K+$40.2K2026-10-08
Covestor Ltd
DECREASED579706-127-18%$95.0K$73.0K-$22.0K2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED40840800%$54.7K$51.5K-$3.2K2026-10-13
Eurizon Capital SGR S.p.A.
DECREASED372455-83-18%$60.5K$47.5K-$13.0K2026-11-06
SJS Investment Consulting Inc.
INCREASED281153+128+84%$20.5K$35.5K+$15.0K2026-10-26
Provenance Wealth Advisors, LLC
NEW269—+269——$34.0K—2026-10-30
Versant Capital Management, Inc
DECREASED240510-270-53%$68.4K$30.3K-$38.1K2026-10-02
Private Trust Co NA
DECREASED213299-86-29%$40.1K$26.9K-$13.2K2026-10-20
SBI Securities Co., Ltd.
INCREASED21042+168+400%$5.6K$26.5K+$20.9K2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED20020000%$26.8K$25.3K-$1.6K2026-10-20
Trust Co of Toledo NA
DECREASED191351-160-46%$47.1K$24.1K-$22.9K2026-10-16
Essential Partners LLC
DECREASED177425-248-58%$57.0K$22.4K-$34.6K2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED16916900%$22.7K$21.4K-$1.3K2026-10-23
Oakworth Capital, Inc.
UNCHANGED16516500%$22.1K$20.8K-$1.3K2026-10-26
Rothwell Investment Advisors, LLC
NEW162—+162——$20.5K—2026-11-06
Parkside Financial Bank & Trust
DECREASED162214-52-24%$28.7K$20.5K-$8.2K2026-10-27
Golden State Wealth Management, LLC
INCREASED155154+1+1%$20.8K$19.7K-$1.1K2026-11-02
Steph & Co
DECREASED152234-82-35%$31.4K$19.2K-$12.2K2026-10-07
Ascentis Independent Advisors
INCREASED144104+40+38%$14.0K$18.2K+$4.2K2026-11-03
Root Financial Partners, LLC
NEW119—+119——$15.0K—2026-10-21
Alpine Bank Wealth Management
UNCHANGED11711700%$15.7K$14.8K-$9112026-10-16
Westside Investment Management, Inc.
UNCHANGED11611600%$15.6K$14.7K-$9012026-11-02
Bell Investment Advisors, Inc
INCREASED11588+27+31%$11.8K$14.5K+$2.7K2026-10-29
GK Wealth Management LLC
NEW110—+110——$13.9K—2026-10-09
Fortitude Family Office, LLC
DECREASED107123-16-13%$16.5K$13.5K-$3.0K2026-10-14
First Pacific Financial
DECREASED100116-16-14%$15.6K$12.7K-$2.9K2026-10-14
American National Bank & Trust
INCREASED8836+52+144%$4.8K$11.1K+$6.3K2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED787800%$10.5K$9.9K-$6072026-11-05
Paladin Partners, LLC
UNCHANGED777700%$10.3K$9.7K-$6002026-10-06
Tributary Capital Management, LLC
NEW76—+76——$9.6K—2026-10-28
Arlington Trust Co LLC
NEW75—+75——$9.5K—2026-10-20
Wolff Wiese Magana LLC
UNCHANGED757500%$10.1K$9.5K-$5842026-10-15
Financial Consulate, Inc
NEW72—+72——$9.1K—2026-10-23
CoreCap Advisors, LLC
INCREASED6813+55+423%$1.7K$8.6K+$6.8K2026-10-08
True Wealth Design, LLC
INCREASED6854+14+26%$7.2K$8.6K+$1.3K2026-10-13
Key FInancial Inc
UNCHANGED676700%$9.0K$8.5K-$5222026-11-02
Birch Financial Group, LLC
NEW66—+66——$8.3K—2026-10-27
Clearstead Advisors, LLC
DECREASED64123-59-48%$16.5K$8.1K-$8.4K2026-11-06
Larson Financial Group LLC
DECREASED5763-6-10%$8.5K$7.2K-$1.2K2026-11-05
Bfsg, LLC
NEW56—+56——$7.1K—2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED54200-146-73%$26.8K$6.8K-$20.0K2026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED5162-11-18%$8.3K$6.4K-$1.9K2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED505000%$6.7K$6.3K-$3902026-10-14
Entrust Financial LLC
UNCHANGED464600%$6.2K$5.8K-$3582026-11-04
Farmers & Merchants Investments Inc
UNCHANGED444400%$5.9K$5.6K-$3432026-10-22
Asset Dedication, LLC
UNCHANGED444400%$5.9K$5.6K-$3432026-11-03
Elevation Wealth Partners, LLC
NEW41—+41——$5.2K—2026-10-07
JFS Wealth Advisors, LLC
DECREASED4147-6-13%$6.3K$5.2K-$1.1K2026-11-03
First Command Advisory Services, Inc.
INCREASED4012+28+233%$1.6K$5.1K+$3.4K2026-11-05
TD Private Client Wealth LLC
INCREASED3925+14+56%$3.4K$4.9K+$1.6K2026-10-28
Marquette Asset Management, LLC
INCREASED354+31+775%$537$4.4K+$3.9K2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED333300%$4.4K$4.2K-$2572026-10-15
North Star Investment Management Corp.
UNCHANGED303000%$4.0K$3.8K-$2122026-10-27
Washington Trust Advisors, Inc.
UNCHANGED282800%$3.8K$3.6K-$2202026-10-22
PFS Partners, LLC
INCREASED2726+1+4%$3.5K$3.4K-$1892026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED242400%$3.2K$3.0K-$1682026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED232300%$3.1K$2.9K-$1792026-11-05
Heritage Family Offices, LLP
NEW22—+22——$2.8K—2026-11-02
Acumen Wealth Advisors, LLC
NEW21—+21——$2.7K—2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED202000%$2.7K$2.5K-$1562026-10-13
High Note Wealth, LLC
NEW19—+19——$2.4K—2026-10-27
Private Wealth Management Group, LLC
DECREASED1921-2-10%$2.8K$2.4K-$4162026-10-19
UMB Private Wealth Management, LLC
NEW18—+18——$2.3K—2026-10-19
Cromwell Holdings LLC
INCREASED168+8+100%$1.1K$2.0K+$9482026-10-28
Retirement Wealth Solutions LLC
UNCHANGED131300%$1.8K$1.7K-$952026-10-07
Jacobi Capital Management LLC
NEW12—+12——$1.5K—2026-11-05
Bare Financial Services, Inc
DECREASED1216-4-25%$2.1K$1.5K-$6302026-11-04
Manchester Capital Management LLC
INCREASED1211+1+9%$1.5K$1.5K+$412026-10-22
Fairway Wealth LLC
NEW11—+11——$1.4K—2026-10-30
Investors Research Corp
UNCHANGED111100%$1.5K$1.4K-$852026-10-07
Bayban
UNCHANGED111100%$1.5K$1.5K$02026-11-05
Montag A & Associates Inc
NEW10—+10——$1.2K—2026-10-29
Toth Financial Advisory Corp
DECREASED10100-90-90%$13.4K$1.3K-$12.1K2026-10-08
DiNuzzo Private Wealth, Inc.
DECREASED1012-2-17%$1.6K$1.3K-$3462026-10-16
Smallwood Wealth Investment Management, LLC
NEW9—+9——$1.1K—2026-10-30
Valley National Advisers Inc
NEW9—+9——$1.1K—2026-10-23
CX Institutional
DECREASED889-81-91%$12$1-$112026-10-02
Planning Strategies Inc.
NEW7—+7——$884—2026-10-02
Ascentis Wealth Management, LLC
NEW5—+5——$631—2026-11-03
Creative Financial Designs Inc
UNCHANGED5500%$671$632-$392026-11-04
Bay Harbor Wealth Management, LLC
DECREASED49-5-56%$1.2K$505-$7022026-11-03
Rossby Financial, LCC
DECREASED49-5-56%$1.2K$505-$7022026-11-05
Proathlete Wealth Management LLC
NEW3—+3——$379—2026-10-15
Financial Management Professionals, Inc.
UNCHANGED2200%$268$253-$152026-10-23
DecisionPoint Financial, LLC
UNCHANGED2200%$276$257-$192026-10-27
Signature Equity Partners, LLC
NEW1—+1——$126—2026-10-29
MV Capital Management, Inc.
NEW1—+1——$127—2026-10-29
James T. Borello RIA
DECREASED133-32-97%$4.4K$126-$4.3K2026-10-16
Hughes Financial Services, LLC
DECREASED12-1-50%$268$139-$1292026-10-30
Maryland Capital Advisors Inc.
UNCHANGED1100%$135$127-$82026-10-15
TFC Financial Management, Inc.
UNCHANGED1100%$135$127-$82026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED042,939-42,939-100%$5.8M$0-$5.8M2026-10-16
Highland Capital Management, LLC
CLOSED014,525-14,525-100%$1.9M$0-$1.9M2026-10-26
Henshaw Capital LLC
CLOSED09,387-9,387-100%$1.3M$0-$1.3M2026-11-03
Virginia Retirement Systems ET Al
CLOSED03,600-3,600-100%$482.9K$0-$482.9K2026-10-28
Mission Wealth Management, LP
CLOSED02,876-2,876-100%$385.8K$0-$385.8K2026-10-15
iA Global Asset Management Inc.
CLOSED02,687-2,687-100%$360.0K$0-$360.0K2026-10-29
Jefferies Financial Group Inc.
CLOSED02,023-2,023-100%$271.3K$0-$271.3K2026-11-05
Kestra Private Wealth Services, LLC
CLOSED01,714-1,714-100%$229.9K$0-$229.9K2026-11-06
Nilsine Partners, LLC
CLOSED01,531-1,531-100%$205.4K$0-$205.4K2026-11-02
State of Wyoming
CLOSED0873-873-100%$117.1K$0-$117.1K2026-10-28
AdvisorNet Financial, Inc
CLOSED0849-849-100%$113.9K$0-$113.9K2026-10-15
Wellington Grp LLC
CLOSED0394-394-100%$56.6K$0-$56.6K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0334-334-100%$44.8K$0-$44.8K2026-10-14
Bayforest Capital Ltd
CLOSED0182-182-100%$24.4K$0-$24.4K2026-11-03
Cornerstone Planning Group LLC
CLOSED056-56-100%$7.8K$0-$7.8K2026-10-16
International Assets Investment Management, LLC
CLOSED042-42-100%$5.8K$0-$5.8K2026-11-02
Zions Bancorporation, National Association
CLOSED023-23-100%$3.1K$0-$3.1K2026-11-06
TD Waterhouse Canada Inc.
CLOSED020-20-100%$2.8K$0-$2.8K2026-10-16
Creative Capital Management Investments LLC
CLOSED015-15-100%$2.0K$0-$2.0K2026-10-28
Whipplewood Advisors, LLC
CLOSED07-7-100%$939$0-$9392026-10-20
Breakwater Investment Management
CLOSED04-4-100%$537$0-$5372026-10-20
American Capital Advisory, LLC
CLOSED04-4-100%$537$0-$5372026-10-28
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Quaker Wealth Management, LLC
CLOSED01-1-100%$135$0-$1352026-10-22
Caitong International Asset Management Co., Ltd
CLOSED01-1-100%$134$0-$1342026-10-29
Raleigh Capital Management Inc.
CLOSED000—$9$0-$92026-10-28
BlackRock, Inc.
N/A—5,240,406-5,240,406-100%$702.9M———
Vanguard Portfolio Management LLC
N/A—2,774,115-2,774,115-100%$372.1M———
Vanguard Capital Management LLC
N/A—2,439,724-2,439,724-100%$327.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,426,619-2,426,619-100%$325.5M———
Earnest Partners LLC
N/A—2,172,720-2,172,720-100%$291.4M———
Royal Bank of Canada
N/A—1,992,096-1,992,096-100%$267.2M———
State Street Corp
N/A—1,749,472-1,749,472-100%$234.7M———
Morgan Stanley
N/A—1,690,245-1,690,245-100%$226.7M———
Bank of Montreal
N/A—1,300,687-1,300,687-100%$174.5M———
Citadel Advisors LLC
N/A—1,227,541-1,227,541-100%$164.7M———
Mayflower Financial Advisors, LLC
N/A—1,122,126-1,122,126-100%$1.2M———
Neuberger Berman Group LLC
N/A—992,787-992,787-100%$133.2M———
Fiduciary Management Inc
N/A—938,411-938,411-100%$125.9M———
Wellington Management Group LLP
N/A—929,760-929,760-100%$124.7M———
Bank of America Corp
N/A—890,616-890,616-100%$119.5M———
Bamco Inc
N/A—869,544-869,544-100%$116.6M———
Goldman Sachs Group Inc
N/A—825,406-825,406-100%$110.7M———
Qube Research & Technologies Ltd
N/A—705,487-705,487-100%$94.6M———
FMR LLC
N/A—690,813-690,813-100%$92.7M———
Norges Bank
N/A—656,486-656,486-100%$88.1M———
SEI Investments Co
N/A—654,087-654,087-100%$87.7M———
Clearbridge Investments, LLC
N/A—635,294-635,294-100%$85.2M———
Invesco Ltd.
N/A—561,266-561,266-100%$75.3M———
Capital Research Global Investors
N/A—526,868-526,868-100%$70.7M———
Northern Trust Corp
N/A—521,880-521,880-100%$70.0M———
Vaughan Nelson Investment Management, L.P.
N/A—514,374-514,374-100%$69.0M———
AQR Capital Management LLC
N/A—486,239-486,239-100%$65.2M———
Westfield Capital Management Co LP
N/A—463,415-463,415-100%$62.2M———
Charles Schwab Investment Management Inc
N/A—458,942-458,942-100%$61.6M———
Nordea Investment Management AB
N/A—430,600-430,600-100%$57.8M———
Raymond James Financial Inc
N/A—417,511-417,511-100%$56.0M———
Capital International Investors
N/A—406,531-406,531-100%$54.5M———
Natixis Advisors, LLC
N/A—383,961-383,961-100%$51.5M———
Jennison Associates LLC
N/A—382,195-382,195-100%$51.3M———
Millennium Management LLC
N/A—375,874-375,874-100%$50.4M———
GW&K Investment Management, LLC
N/A—349,700-349,700-100%$46.9M———
Vanguard Fiduciary Trust Co
N/A—343,231-343,231-100%$46.0M———
UBS Group AG
N/A—321,436-321,436-100%$43.1M———
Wells Fargo & Company
N/A—314,566-314,566-100%$42.2M———
D. E. Shaw & Co., Inc.
N/A—290,765-290,765-100%$39.0M———
Jones Financial Companies Lllp
N/A—290,735-290,735-100%$40.3M———
Envestnet Asset Management Inc
N/A—288,794-288,794-100%$38.7M———
Tudor Investment Corp ET AL
N/A—263,803-263,803-100%$35.4M———
Schroder Investment Management Group
N/A—263,456-263,456-100%$35.0M———
Voloridge Investment Management, LLC
N/A—259,909-259,909-100%$34.9M———
Ariel Investments, LLC
N/A—244,520-244,520-100%$32.8M———
Eventide Asset Management, LLC
N/A—239,140-239,140-100%$32.0M———
Handelsbanken Fonder AB
N/A—219,632-219,632-100%$29.5K———
Ancora Advisors LLCA
N/A—214,346-214,346-100%$28.8M———
Champlain Investment Partners, LLC
N/A—209,983-209,983-100%$28.2M———
Franklin Resources Inc
N/A—206,485-206,485-100%$27.7M———
HighTower Advisors, LLC
N/A—189,028-189,028-100%$25.4M———
UBS Asset Management Americas LLC
N/A—187,563-187,563-100%$25.2M———
BNP Paribas Financial Markets
N/A—186,627-186,627-100%$25.0M———
Alyeska Investment Group, L.P.
N/A—171,137-171,137-100%$23.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—169,929-169,929-100%$22.8M———
Segall Bryant & Hamill, LLC
N/A—167,184-167,184-100%$22.4M———
HRT Financial LP
N/A—166,495-166,495-100%$22.3M———
Nuveen, LLC
N/A—163,937-163,937-100%$22.0M———
Rhumbline Advisers
N/A—152,433-152,433-100%$20.4M———
JPMorgan Chase & Co
N/A—148,128-148,128-100%$20.0M———
Caisse de Depot ET Placement DU Quebec
N/A—132,289-132,289-100%$17.7M———
Walleye Capital LLC
N/A—125,338-125,338-100%$16.8M———
Brown Advisory Inc
N/A—118,776-118,776-100%$15.9M———
Flputnam Investment Management Co
N/A—109,973-109,973-100%$14.8M———
Swiss National Bank
N/A—109,336-109,336-100%$14.7M———
BNP Paribas Asset Management Holding S.A.
N/A—96,879-96,879-100%$13.0M———
Ameriprise Financial Inc
N/A—94,646-94,646-100%$12.7M———
New York State Common Retirement Fund
N/A—92,125-92,125-100%$12.4M———
California Public Employees Retirement System
N/A—87,413-87,413-100%$11.7M———
Two Sigma Investments, LP
N/A—85,383-85,383-100%$11.5M———
Montanaro Asset Management Ltd
N/A—82,934-82,934-100%$11.1M———
ExodusPoint Capital Management, LP
N/A—80,822-80,822-100%$10.8M———
Mufg Securities Emea plc
N/A—79,700-79,700-100%$10.7M———
Squarepoint Ops LLC
N/A—78,512-78,512-100%$10.5M———
Whittier Trust Co
N/A—77,994-77,994-100%$11.1M———
Renaissance Technologies LLC
N/A—76,000-76,000-100%$10.2M———
Legal & General Group Plc
N/A—73,667-73,667-100%$9.9M———
Prana Capital Management, LP
N/A—71,882-71,882-100%$9.6M———
Jain Global LLC
N/A—71,415-71,415-100%$9.6M———
Alliancebernstein L.P.
N/A—69,903-69,903-100%$10.0M———
Crawford Fund Management, LLC
N/A—68,431-68,431-100%$9.2M———
T. Rowe Price Investment Management, Inc.
N/A—68,030-68,030-100%$9.1M———
Interval Partners, LP
N/A—67,227-67,227-100%$9.0M———
Aptus Capital Advisors, LLC
N/A—66,982-66,982-100%$9.0M———
Boston Partners
N/A—64,924-64,924-100%$8.7M———
California State Teachers Retirement System
N/A—63,069-63,069-100%$8.5M———
Leith Wheeler Investment Counsel Ltd.
N/A—61,888-61,888-100%$8.3M———
Schonfeld Strategic Advisors LLC
N/A—61,352-61,352-100%$8.2M———
Vanguard Asset Management, Ltd
N/A—53,640-53,640-100%$7.2M———
Price T Rowe Associates Inc
N/A—51,974-51,974-100%$7.0M———
Van Eck Associates Corp
N/A—51,368-51,368-100%$6.9M———
XTX Topco Ltd
N/A—49,468-49,468-100%$6.6M———
Stifel Financial Corp
N/A—49,451-49,451-100%$6.6M———
HSBC Holdings PLC
N/A—48,160-48,160-100%$6.5M———
Quantinno Capital Management LP
N/A—45,505-45,505-100%$6.1M———
Teacher Retirement System of Texas
N/A—44,906-44,906-100%$6.0M———
Dark Forest Capital Management LP
N/A—40,895-40,895-100%$5.5M———
Grandeur Peak Global Advisors, LLC
N/A—39,863-39,863-100%$5.3M———
Brevan Howard Capital Management LP
N/A—39,300-39,300-100%$5.3M———
Prudential Financial Inc
N/A—39,151-39,151-100%$5.3M———
Whittier Trust Co of Nevada Inc
N/A—38,849-38,849-100%$5.4M———
Manufacturers Life Insurance Company, the
N/A—38,584-38,584-100%$5.2M———
Canada Life Assurance Co
N/A—37,796-37,796-100%$5.1M———
Commerce Bank
N/A—35,858-35,858-100%$4.8M———
Pier Capital, LLC
N/A—34,014-34,014-100%$4.6M———
Intech Investment Management LLC
N/A—33,386-33,386-100%$4.5M———
First Trust Advisors LP
N/A—32,083-32,083-100%$4.3M———
Jupiter Topco LLC
N/A—30,584-30,584-100%$4.1M———
Royce & Associates LP
N/A—30,495-30,495-100%$4.1M———
Hilton Capital Management, LLC
N/A—28,101-28,101-100%$3.8M———
Geneos Wealth Management Inc.
N/A—27,923-27,923-100%$3.7M———
MetLife Investment Management, LLC
N/A—26,110-26,110-100%$3.5M———
Vela Investment Management, LLC
N/A—25,348-25,348-100%$3.4M———
Empowered Funds, LLC
N/A—25,202-25,202-100%$3.4M———
Tidal Investments LLC
N/A—25,108-25,108-100%$3.4M———
Harbor Advisors LLC
N/A—25,000-25,000-100%$3.4M———
Twinbeech Capital LP
N/A—24,800-24,800-100%$3.3M———
Police & Firemen's Retirement System of New Jersey
N/A—24,549-24,549-100%$3.3M———
Trexquant Investment LP
N/A—24,512-24,512-100%$3.3M———
Man Group plc
N/A—23,907-23,907-100%$3.2M———
American Century Companies Inc
N/A—23,380-23,380-100%$3.1M———
Treasurer of the State of North Carolina
N/A—23,214-23,214-100%$3.1M———
Quantbot Technologies LP
N/A—23,128-23,128-100%$3.1M———
State of Wisconsin Investment Board
N/A—22,727-22,727-100%$3.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—22,281-22,281-100%$3.0M———
Cetera Investment Advisers
N/A—22,072-22,072-100%$3.0M———
Cerity Partners LLC
N/A—22,041-22,041-100%$3.0M———
Victory Capital Management Inc
N/A—21,970-21,970-100%$2.9M———
AXQ Capital, LP
N/A—21,246-21,246-100%$2.8M———
Public Employees Retirement System of Ohio
N/A—20,986-20,986-100%$2.8M———
Vanguard Global Advisers, LLC
N/A—20,972-20,972-100%$2.8M———
Faithward Advisors, LLC
N/A—20,481-20,481-100%$2.7M———
Baird Financial Group, Inc.
N/A—20,327-20,327-100%$2.7M———
Pathstone Holdings, LLC
N/A—20,204-20,204-100%$2.7M———
&partners
N/A—20,120-20,120-100%$2.7M———
Engineers Gate Manager LP
N/A—19,909-19,909-100%$2.7M———
State of Tennessee, Department of Treasury
N/A—19,034-19,034-100%$2.6M———
SG Americas Securities, LLC
N/A—18,005-18,005-100%$2.4M———
State Board of Administration of Florida Retirement System
N/A—17,929-17,929-100%$2.4M———
Voleon Capital Management LP
N/A—17,925-17,925-100%$2.4M———
Entropy Technologies, LP
N/A—17,872-17,872-100%$2.4M———
FJ Capital Management LLC
N/A—17,497-17,497-100%$2.3M———
Sanctuary Advisors, LLC
N/A—17,214-17,214-100%$2.3M———
Ameritas Investment Partners, Inc.
N/A—17,161-17,161-100%$2.3M———
Teachers Retirement System of the State of Kentucky
N/A—16,620-16,620-100%$2.2M———
Bridgewater Associates, LP
N/A—16,007-16,007-100%$2.1M———
Fora Capital, LLC
N/A—14,909-14,909-100%$2.0M———
Canada Pension Plan Investment Board
N/A—14,700-14,700-100%$2.0M———
Polar Asset Management Partners Inc.
N/A—14,639-14,639-100%$2.0M———
MML Investors Services, LLC
N/A—14,628-14,628-100%$2.0M———
Capital Fund Management S.A.
N/A—13,781-13,781-100%$1.8M———
Vanguard Personalized Indexing Management, LLC
N/A—13,696-13,696-100%$1.8M———
Vanguard Investments Australia, Ltd.
N/A—13,567-13,567-100%$1.8M———
Allstate Corp
N/A—13,424-13,424-100%$1.8M———
KLP Kapitalforvaltning AS
N/A—12,700-12,700-100%$1.7M———
GSA Capital Partners LLP
N/A—12,657-12,657-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—12,531-12,531-100%$1.7M———
Alpine Woods Capital Investors, LLC
N/A—12,258-12,258-100%$1.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—12,196-12,196-100%$1.6M———
Ensign Peak Advisors, Inc
N/A—11,657-11,657-100%$1.6M———
Campbell & Co Investment Adviser LLC
N/A—11,226-11,226-100%$1.5M———
O'shaughnessy Asset Management, LLC
N/A—10,051-10,051-100%$1.3M———
Summit Trail Advisors, LLC
N/A—9,739-9,739-100%$1.3M———
Crawford Investment Counsel Inc
N/A—9,596-9,596-100%$1.3M———
Aquatic Capital Management LLC
N/A—8,886-8,886-100%$1.2M———
Cannell & Spears LLC
N/A—8,671-8,671-100%$1.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—8,487-8,487-100%$1.1M———
New Age Alpha Advisors, LLC
N/A—8,460-8,460-100%$1.1M———
CIM, LLC
N/A—8,186-8,186-100%$1.1M———
Resources Management Corp
N/A—7,704-7,704-100%$1.0M———
Rockefeller Capital Management L.P.
N/A—7,507-7,507-100%$1.0M———
NewEdge Advisors, LLC
N/A—7,422-7,422-100%$995.5K———
QRG Capital Management, Inc.
N/A—7,370-7,370-100%$988.5K———
Orion Porfolio Solutions, LLC
N/A—7,247-7,247-100%$972.0K———
Captrust Financial Advisors
N/A—7,050-7,050-100%$945.6K———
PDT Partners, LLC
N/A—6,630-6,630-100%$889.3K———
Callan Family Office, LLC
N/A—6,505-6,505-100%$872.5K———
Bank of Nova Scotia
N/A—6,433-6,433-100%$862.9K———
Jacobs Levy Equity Management, Inc
N/A—6,335-6,335-100%$849.7K———
Janney Montgomery Scott LLC
N/A—6,141-6,141-100%$824.0K———
Pacer Advisors, Inc.
N/A—6,069-6,069-100%$814.0K———
Mercer Global Advisors Inc
N/A—5,870-5,870-100%$787.3K———
Tower Research Capital LLC (TRC)
N/A—5,166-5,166-100%$692.9K———
Voya Investment Management LLC
N/A—5,143-5,143-100%$689.8K———
MAI Capital Management
N/A—5,057-5,057-100%$678.3K———
Inspire Advisors, LLC
N/A—5,019-5,019-100%$673.2K———
EntryPoint Capital, LLC
N/A—4,797-4,797-100%$643.4K———
Public Employees Retirement Association of Colorado
N/A—4,712-4,712-100%$632.0K———
Intrust Bank NA
N/A—4,562-4,562-100%$611.9K———
Apriem Advisors
N/A—4,481-4,481-100%$601.0K———
Glenmede Trust Co NA
N/A—4,392-4,392-100%$589.1K———
Vident Advisory, LLC
N/A—4,303-4,303-100%$577.1K———
Federated Hermes, Inc.
N/A—4,194-4,194-100%$562.5K———
Acadian Asset Management LLC
N/A—4,178-4,178-100%$559.0K———
Federation des caisses Desjardins du Quebec
N/A—4,127-4,127-100%$553.6K———
Connable Office Inc
N/A—4,111-4,111-100%$551.4K———
Bridges Investment Management Inc
N/A—3,851-3,851-100%$516.5K———
Caitlin John, LLC
N/A—3,833-3,833-100%$514.1K———
Clifford Group, LLC
N/A—3,822-3,822-100%$512.6K———
AlphaGrep UK Ltd
N/A—3,807-3,807-100%$510.6K———
Arax Advisory Partners
N/A—3,788-3,788-100%$508.1K———
Integrated Wealth Concepts LLC
N/A—3,780-3,780-100%$507.0K———
Quantum Portfolio Management LLC
N/A—3,776-3,776-100%$506.5K———
Worldquant Millennium Advisors LLC
N/A—3,751-3,751-100%$503.1K———
Guggenheim Capital LLC
N/A—3,710-3,710-100%$497.6K———
Moneta Group Investment Advisors LLC
N/A—3,667-3,667-100%$491.9K———
Venturi Wealth Management, LLC
N/A—3,508-3,508-100%$470.5K———
Caxton Associates LLP
N/A—3,393-3,393-100%$455.1K———
Envestnet Portfolio Solutions, Inc.
N/A—3,339-3,339-100%$447.9K———
Sequoia Financial Advisors, LLC
N/A—3,328-3,328-100%$446.4K———
M&T Bank Corp
N/A—3,223-3,223-100%$432.1K———
Optimize Financial Inc.
N/A—3,142-3,142-100%$421.4K———
Sound Capital Solutions LLC
N/A—3,142-3,142-100%$421.4K———
Aviva PLC
N/A—3,134-3,134-100%$420.4K———
Susquehanna International Group, LLP
N/A—3,091-3,091-100%$414.6K———
Integrated Investment Consultants, LLC
N/A—3,088-3,088-100%$414.2K———
Vestmark Advisory Solutions, Inc.
N/A—3,083-3,083-100%$413.6K———
Hantz Financial Services, Inc.
N/A—3,001-3,001-100%$403.0K———
Rehmann Capital Advisory Group
N/A—2,922-2,922-100%$392.0K———
Dynasty Wealth Management, LLC
N/A—2,861-2,861-100%$383.7K———
Utah Retirement Systems
N/A—2,859-2,859-100%$383.5K———
Fiduciary Trust Co
N/A—2,772-2,772-100%$371.8K———
Snowden Capital Advisors LLC
N/A—2,576-2,576-100%$345.5K———
Vestcor Inc
N/A—2,574-2,574-100%$345.0K———
DnB Asset Management AS
N/A—2,562-2,562-100%$343.6K———
Caprock Group, LLC
N/A—2,461-2,461-100%$330.2K———
Wealth Alliance, LLC
N/A—2,458-2,458-100%$329.7K———
Beacon Pointe Advisors, LLC
N/A—2,443-2,443-100%$327.7K———
Fieldview Capital Management, LLC
N/A—2,376-2,376-100%$318.7K———
SummitTX Capital, L.P.
N/A—2,328-2,328-100%$312.3K———
Hamilton Capital Partners Inc.
N/A—2,250-2,250-100%$301.8K———
Advisory Services Network, LLC
N/A—2,181-2,181-100%$292.5K———
Trajan Wealth LLC
N/A—2,156-2,156-100%$289.2K———
OneAscent Investment Solutions LLC
N/A—2,128-2,128-100%$285.4K———
Osaic Holdings, Inc.
N/A—2,095-2,095-100%$281.2K———
Mirabella Financial Services LLP
N/A—2,055-2,055-100%$275.6K———
Benjamin Edwards Inc
N/A—1,986-1,986-100%$266.3K———
Index Technologies Group LLC
N/A—1,944-1,944-100%$260.7K———
NewEdge Wealth, LLC
N/A—1,845-1,845-100%$247.5K———
Infrastructure Capital Advisors, LLC
N/A—1,844-1,844-100%$247.3K———
Cresset Asset Management, LLC
N/A—1,833-1,833-100%$245.9K———
Shelton Capital Management
N/A—1,813-1,813-100%$243.2K———
Nicolet Bankshares Inc
N/A—1,754-1,754-100%$249.9K———
Sfmg, LLC
N/A—1,695-1,695-100%$227.4K———
Serenus Wealth Advisors, LLC
N/A—1,610-1,610-100%$215.9K———
AlTi Global, Inc.
N/A—1,602-1,602-100%$214.9K———
Horizon Investments, LLC
N/A—1,547-1,547-100%$207.5K———
Mosaic Family Wealth Partners, LLC
N/A—1,540-1,540-100%$206.6K———
LOS Angeles Capital Management LLC
N/A—1,398-1,398-100%$187.5K———
Global Retirement Partners, LLC
N/A—1,366-1,366-100%$183.3K———
Huntington National Bank
N/A—1,262-1,262-100%$169.3K———
Smartleaf Asset Management LLC
N/A—1,089-1,089-100%$144.9K———
Graticule Asia Macro Advisors LLC
N/A—902-902-100%$121.0K———
Brown Brothers Harriman & Co
N/A—885-885-100%$118.7K———
Sankala Group LLC
N/A—796-796-100%$102.3K———
Northwestern Mutual Wealth Management Co
N/A—741-741-100%$99.4K———
Anchor Investment Management, LLC
N/A—502-502-100%$67.3K———
Emerald Advisers, LLC
N/A—345-345-100%$46.3K———
Silvant Capital Management LLC
N/A—280-280-100%$37.6K———
Vanguard National Trust Co
N/A—260-260-100%$34.9K———
Park Place Capital Corp
N/A—255-255-100%$34.2K———
Bartlett & Co. Wealth Management LLC
N/A—217-217-100%$29.1K———
Cbiz Investment Advisory Services, LLC
N/A—215-215-100%$30.9K———
BFC Planning, Inc.
N/A—199-199-100%$26.7K———
Mcguire Capital Advisors Inc
N/A—180-180-100%$24.1K———
Transamerica Financial Advisors, LLC
N/A—172-172-100%$23.1K———
Nomura Asset Management Co LTD
N/A—170-170-100%$22.8K———
Purpose Unlimited Inc.
N/A—165-165-100%$22.4K———
Millstone Evans Group, LLC
N/A—155-155-100%$20.8K———
Bessemer Group Inc
N/A—143-143-100%$19———
FWL Investment Management, LLC
N/A—138-138-100%$18.5K———
Ameriflex Group, Inc.
N/A—133-133-100%$17.8K———
HHM Wealth Advisors, LLC
N/A—104-104-100%$14.0K———
First Eagle Investment Management, LLC
N/A—90-90-100%$12.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—88-88-100%$11.8K———
Crewe Advisors LLC
N/A—86-86-100%$11.5K———
Quarry LP
N/A—72-72-100%$9.7K———
Bogart Wealth, LLC
N/A—68-68-100%$9.1K———
Westfuller Advisors, LLC
N/A—67-67-100%$9.0K———
Keating Financial Advisory Services, Inc.
N/A—67-67-100%$9.0K———
Fiduciary Financial Advisors
N/A—60-60-100%$7.4K———
Webster Bank, N. A.
N/A—58-58-100%$7.8K———
Basepoint Wealth LLC
N/A—52-52-100%$7.0K———
Tidemark, LLC
N/A—51-51-100%$6.8K———
Optiver Holding B.V.
N/A—43-43-100%$5.8K———
TD Capital Management LLC
N/A—36-36-100%$4.8K———
Mpwm Advisory Solutions, LLC
N/A—35-35-100%$4.7K———
IFG Advisory, LLC
N/A—28-28-100%$3.8K———
Bravera Wealth
N/A—27-27-100%$3.6K———
Rothschild Investment LLC
N/A—27-27-100%$3.6K———
Steigerwald, Gordon & Koch Inc.
N/A—26-26-100%$3.5K———
Continuum Advisory, LLC
N/A—24-24-100%$3.2K———
Fourth Dimension Wealth, LLC
N/A—22-22-100%$3.0K———
CVA Family Office, LLC
N/A—16-16-100%$2.1K———
Hollencrest Capital Management
N/A—14-14-100%$1.9K———
SHP Wealth Management
N/A—13-13-100%$1.7K———
Quent Capital, LLC
N/A—10-10-100%$1.3K———
Rialto Wealth Management, LLC
N/A—8-8-100%$1.1K———
MidFirst Bank
N/A—8-8-100%$1.1K———
HFM Investment Advisors, LLC
N/A—7-7-100%$939———
Cornerstone Financial Management LLC
N/A—5-5-100%$671———
LRI Investments, LLC
N/A—3-3-100%$402———
Showing 561 of 561 institutions