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IES Holdings Inc (IESC)

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
Shares755,422 from 420,423
Change+334,999 (+80%)
Value$242.6M (-$66.3M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares247,431 from 144,735
Change+102,696 (+71%)
Value$79.4M (-$26.9M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares102,474 from 50,887
Change+51,587 (+101%)
Value$32.9M (-$4.5M)
Filed 2026-11-05
Swedbank AB
INCREASED
Shares54,000 from 48,000
Change+6,000 (+13%)
Value$17.3M (-$17.9M)
Filed 2026-10-27
United Capital Management of KS, Inc.
INCREASED
Shares51,043 from 35,002
Change+16,041 (+46%)
Value$16.4M (-$9.3M)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares42,728 from 34,644
Change+8,084 (+23%)
Value$13.7M (-$11.7M)
Filed 2026-11-02
Palisades Investment Partners, LLC
INCREASED
Shares34,468 from 15,003
Change+19,465 (+130%)
Value$11.1M (+$45.8K)
Filed 2026-11-03
State of Wyoming
NEW
Shares31,487
Change+31,487
Value$10.1M
Filed 2026-10-28
Illinois Municipal Retirement Fund
INCREASED
Shares26,990 from 12,641
Change+14,349 (+114%)
Value$8.7M (-$620.9K)
Filed 2026-11-05
Retirement Systems of Alabama
INCREASED
Shares19,318 from 9,074
Change+10,244 (+113%)
Value$6.2M (-$463.7K)
Filed 2026-11-04
Moran Wealth Management, LLC
INCREASED
Shares17,089 from 8,332
Change+8,757 (+105%)
Value$5.5M (-$634.3K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares15,416 from 7,139
Change+8,277 (+116%)
Value$4.9M (-$295.1K)
Filed 2026-11-02
Convergence Investment Partners, LLC
NEW
Shares14,608
Change+14,608
Value$4.7M
Filed 2026-10-28
Asset Management One Co., Ltd.
INCREASED
Shares14,340 from 9,707
Change+4,633 (+48%)
Value$4.6M (-$2.5M)
Filed 2026-10-27
Parkway Wealth Management Group, LLC
INCREASED
Shares14,000 from 7,000
Change+7,000 (+100%)
Value$4.5M (-$647.5K)
Filed 2026-10-20
Annex Advisory Services, LLC
INCREASED
Shares12,226 from 5,492
Change+6,734 (+123%)
Value$3.9M (-$109.2K)
Filed 2026-10-16
Yorktown Management & Research Co Inc
INCREASED
Shares11,020 from 5,510
Change+5,510 (+100%)
Value$3.5M (-$509.7K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares10,940 from 5,745
Change+5,195 (+90%)
Value$3.5M (-$708.0K)
Filed 2026-10-30
Hedeker Wealth, LLC
INCREASED
Shares9,869 from 4,944
Change+4,925 (+100%)
Value$3.2M (-$463.4K)
Filed 2026-10-23
Gateway Investment Advisers LLC
INCREASED
Shares9,625 from 3,975
Change+5,650 (+142%)
Value$3.1M (+$170.1K)
Filed 2026-10-13
Alps Advisors Inc
INCREASED
Shares9,484 from 4,609
Change+4,875 (+106%)
Value$3.0M (-$340.9K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares9,419 from 1,480
Change+7,939 (+536%)
Value$3.0M (+$1.9M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,342 from 1,954
Change+7,388 (+378%)
Value$2.8M (+$1.6M)
Filed 2026-10-13
Amalgamated Bank
INCREASED
Shares8,839 from 4,139
Change+4,700 (+114%)
Value$2.8M (-$203.0K)
Filed 2026-10-23
Peterson Wealth Services
INCREASED
Shares7,818 from 3,710
Change+4,108 (+111%)
Value$2.5M (-$215.4K)
Filed 2026-10-26
IPG Investment Advisors LLC
INCREASED
Shares7,683 from 4,766
Change+2,917 (+61%)
Value$2.5M (-$1.0M)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares7,474 from 3,555
Change+3,919 (+110%)
Value$2.4M (-$211.9K)
Filed 2026-10-16
Virginia Retirement Systems ET Al
INCREASED
Shares6,980 from 6,030
Change+950 (+16%)
Value$2.2M (-$2.2M)
Filed 2026-10-28
Mutual of America Capital Management LLC
INCREASED
Shares6,818 from 3,253
Change+3,565 (+110%)
Value$2.2M (-$200.7K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares6,246 from 3,614
Change+2,632 (+73%)
Value$2.0M (-$649.6K)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
INCREASED
Shares6,096 from 3,200
Change+2,896 (+91%)
Value$2.0M (-$393.6K)
Filed 2026-11-05
New York Life Investment Management LLC
NEW
Shares6,080
Change+6,080
Value$2.0M
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares5,839 from 2,932
Change+2,907 (+99%)
Value$1.9M (-$279.2K)
Filed 2026-10-22
Louisiana State Employees Retirement System
INCREASED
Shares5,600 from 2,600
Change+3,000 (+115%)
Value$1.8M (-$112.1K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,571 from 2,763
Change+2,808 (+102%)
Value$1.8M (-$241.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares5,532 from 2,397
Change+3,135 (+131%)
Value$1.8M (+$15.2K)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
NEW
Shares5,200
Change+5,200
Value$1.7M
Filed 2026-10-27
Arizona State Retirement System
INCREASED
Shares5,049 from 2,474
Change+2,575 (+104%)
Value$1.6M (-$196.4K)
Filed 2026-11-03
Yousif Capital Management, LLC
INCREASED
Shares4,870 from 2,458
Change+2,412 (+98%)
Value$1.6M (-$242.1K)
Filed 2026-10-22
Argent Capital Management LLC
INCREASED
Shares4,503 from 2,413
Change+2,090 (+87%)
Value$1.4M (-$326.9K)
Filed 2026-10-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares4,470 from 2,099
Change+2,371 (+113%)
Value$1.4M (-$106.8K)
Filed 2026-11-03
State of Michigan Retirement System
INCREASED
Shares4,400 from 2,000
Change+2,400 (+120%)
Value$1.4M (-$56.6K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares3,950
Change+3,950
Value$1.3M
Filed 2026-11-03
Oregon Public Employees Retirement Fund
INCREASED
Shares3,911 from 1,800
Change+2,111 (+117%)
Value$1.3M (-$66.6K)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares3,863 from 1,866
Change+1,997 (+107%)
Value$1.2M (-$130.5K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares3,718 from 1,999
Change+1,719 (+86%)
Value$1.2M (-$274.6K)
Filed 2026-11-05
Highland Capital Management, LLC
INCREASED
Shares3,673 from 1,711
Change+1,962 (+115%)
Value$1.2M (-$77.7K)
Filed 2026-10-26
VestGen Advisors, LLC
INCREASED
Shares3,609 from 1,868
Change+1,741 (+93%)
Value$1.2M (-$213.6K)
Filed 2026-10-27
New Mexico Educational Retirement Board
NEW
Shares3,600
Change+3,600
Value$1.2M
Filed 2026-11-05
Kestra Private Wealth Services, LLC
NEW
Shares3,506
Change+3,506
Value$1.1M
Filed 2026-10-30
Marathon Wealth Advisors LLC
INCREASED
Shares3,364 from 1,697
Change+1,667 (+98%)
Value$1.1M (-$166.6K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares3,252 from 1,649
Change+1,603 (+97%)
Value$1.0M (-$167.3K)
Filed 2026-11-05
Bourgeon Capital Management LLC
INCREASED
Shares3,128 from 1,564
Change+1,564 (+100%)
Value$1.0M (-$144.7K)
Filed 2026-10-19
Imc-Chicago, LLC
NEW
Shares2,891
Change+2,891
Value$928.2K
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares2,883 from 1,433
Change+1,450 (+101%)
Value$925.7K (-$127.1K)
Filed 2026-11-03
New York State Teachers Retirement System
INCREASED
Shares2,754 from 261
Change+2,493 (+955%)
Value$884.0K (+$692.0K)
Filed 2026-10-22
Montgomery Investment Management Inc
INCREASED
Shares2,740 from 1,370
Change+1,370 (+100%)
Value$879.8K (-$126.7K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
NEW
Shares2,510
Change+2,510
Value$805.9K
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares2,207 from 951
Change+1,256 (+132%)
Value$708.6K (+$10.0K)
Filed 2026-10-23
BlueSky Wealth Advisors, LLC
INCREASED
Shares2,204 from 1,100
Change+1,104 (+100%)
Value$707.7K (-$100.5K)
Filed 2026-10-29
Inspire Investing, LLC
INCREASED
Shares2,152 from 940
Change+1,212 (+129%)
Value$691.0K (+$384)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares2,079 from 2,728
Change-649 (-24%)
Value$667.5K (-$1.3M)
Filed 2026-11-04
Linscomb Wealth, Inc.
INCREASED
Shares2,000 from 1,000
Change+1,000 (+100%)
Value$642.2K (-$92.5K)
Filed 2026-11-05
City State Bank
INCREASED
Shares1,946 from 1,057
Change+889 (+84%)
Value$624.8K (-$151.7K)
Filed 2026-10-20
XML Financial, LLC
INCREASED
Shares1,912 from 981
Change+931 (+95%)
Value$613.9K (-$106.8K)
Filed 2026-10-29
Swiss Life Asset Management Ltd
INCREASED
Shares1,910 from 955
Change+955 (+100%)
Value$613.3K (-$88.3K)
Filed 2026-11-03
Wright Investors Service Inc
NEW
Shares1,838
Change+1,838
Value$590.1K
Filed 2026-11-02
Souders Financial Advisors
INCREASED
Shares1,788 from 890
Change+898 (+101%)
Value$574.1K (-$79.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares1,783 from 1,035
Change+748 (+72%)
Value$572.5K (-$187.2K)
Filed 2026-10-08
State of Alaska, Department of Revenue
INCREASED
Shares1,779 from 855
Change+924 (+108%)
Value$571 (-$627.4K)
Filed 2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares1,636
Change+1,636
Value$525.0K
Filed 2026-10-22
Stirlingshire Investments, Inc.
INCREASED
Shares1,615 from 745
Change+870 (+117%)
Value$518.4K (-$29.1K)
Filed 2026-11-05
Pier 88 Investment Partners LLC
INCREASED
Shares1,600 from 900
Change+700 (+78%)
Value$513.7K (-$147.5K)
Filed 2026-11-06
Scheeler Financial LLC
NEW
Shares1,571
Change+1,571
Value$504.4K
Filed 2026-10-13
Oak Thistle LLC
NEW
Shares1,530
Change+1,530
Value$491.3K
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,530 from 713
Change+817 (+115%)
Value$505.1K (+$6.1K)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares1,500 from 529
Change+971 (+184%)
Value$481.6K (+$93.0K)
Filed 2026-10-20
Ayrshire Capital Management LLC
INCREASED
Shares1,489 from 707
Change+782 (+111%)
Value$478.1K (-$41.3K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
NEW
Shares1,485
Change+1,485
Value$476.8K
Filed 2026-10-21
Insight Wealth Strategies, LLC
INCREASED
Shares1,478 from 739
Change+739 (+100%)
Value$474.6K (-$42.7K)
Filed 2026-10-09
KPP Advisory Services LLC
INCREASED
Shares1,467 from 719
Change+748 (+104%)
Value$471.0K (-$57.2K)
Filed 2026-10-26
Linden Thomas Advisory Services, LLC
INCREASED
Shares1,395 from 710
Change+685 (+96%)
Value$447.9K (-$73.7K)
Filed 2026-10-19
Laurion Capital Management LP
NEW
Shares1,355
Change+1,355
Value$435.1K
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares1,327 from 626
Change+701 (+112%)
Value$426.1K (-$33.8K)
Filed 2026-10-15
Motley Fool Asset Management LLC
NEW
Shares1,236
Change+1,236
Value$396.9K
Filed 2026-10-27
CIBC Asset Management Inc
INCREASED
Shares1,234 from 617
Change+617 (+100%)
Value$396.2K (-$57.1K)
Filed 2026-11-05
Tcfg Investment Advisors, LLC
INCREASED
Shares1,206 from 603
Change+603 (+100%)
Value$387.2K (-$55.8K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares1,182 from 385
Change+797 (+207%)
Value$379.5K (+$96.7K)
Filed 2026-11-02
Abel Hall, LLC
INCREASED
Shares1,149 from 582
Change+567 (+97%)
Value$368.9K (-$58.7K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
NEW
Shares1,135
Change+1,135
Value$364.4K
Filed 2026-11-03
Layline Advisors, LLC
INCREASED
Shares1,114 from 557
Change+557 (+100%)
Value$357.7K (-$51.5K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares1,075 from 502
Change+573 (+114%)
Value$345.3K (-$23.5K)
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares1,066 from 531
Change+535 (+101%)
Value$342.3K (-$47.8K)
Filed 2026-10-29
Vista Finance, LLC
INCREASED
Shares1,064 from 564
Change+500 (+89%)
Value$341.6K (-$72.7K)
Filed 2026-10-23
Maryland State Retirement & Pension System
INCREASED
Shares956 from 478
Change+478 (+100%)
Value$307.0K (-$44.2K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares951 from 428
Change+523 (+122%)
Value$305.3K (-$9.1K)
Filed 2026-11-04
MSH Capital Advisors LLC
NEW
Shares920
Change+920
Value$295.5K
Filed 2026-11-03
Lido Advisors, LLC
NEW
Shares914
Change+914
Value$293.5K
Filed 2026-11-04
J. Team Financial, Inc.
INCREASED
Shares896 from 448
Change+448 (+100%)
Value$287.7K (-$41.4K)
Filed 2026-11-03
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares780 from 766
Change+14 (+2%)
Value$250.4K (-$312.3K)
Filed 2026-10-30
Simplex Trading, LLC
DECREASED
Shares776 from 819
Change-43 (-5%)
Value$249.2K (-$352.5K)
Filed 2026-11-04
HB Wealth Management, LLC
NEW
Shares773
Change+773
Value$248.2K
Filed 2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares770
Change+770
Value$247.1K
Filed 2026-10-09
KFG Wealth Management, LLC
INCREASED
Shares756 from 398
Change+358 (+90%)
Value$242.7K (-$49.7K)
Filed 2026-10-16
ProShare Advisors LLC
NEW
Shares711
Change+711
Value$228.3K
Filed 2026-10-29
Ethic Inc.
INCREASED
Shares709 from 367
Change+342 (+93%)
Value$227.6K (-$42.0K)
Filed 2026-11-03
Ausbil Investment Management Ltd
INCREASED
Shares686 from 343
Change+343 (+100%)
Value$220.3K (-$19.8K)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
NEW
Shares671
Change+671
Value$215.4K
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares667 from 252
Change+415 (+165%)
Value$214.2K (+$29.0K)
Filed 2026-10-08
KBC Group NV
INCREASED
Shares606 from 303
Change+303 (+100%)
Value$195.0K (-$28.0K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares538 from 352
Change+186 (+53%)
Value$172.7K (-$85.9K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares464 from 336
Change+128 (+38%)
Value$149.0K (-$97.9K)
Filed 2026-10-15
Catalyst Capital Advisors LLC
INCREASED
Shares380 from 220
Change+160 (+73%)
Value$122.0K (-$39.6K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares332 from 174
Change+158 (+91%)
Value$106.6K (-$21.2K)
Filed 2026-10-22
Cullen T Bankers, Inc.
NEW
Shares250
Change+250
Value$80.3K
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares247 from 68
Change+179 (+263%)
Value$79.3K (+$29.4K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares239 from 184
Change+55 (+30%)
Value$76.7K (-$58.4K)
Filed 2026-10-30
Versant Capital Management, Inc
INCREASED
Shares236 from 106
Change+130 (+123%)
Value$75.8K (-$2.1K)
Filed 2026-10-02
Parallel Advisors, LLC
INCREASED
Shares215 from 67
Change+148 (+221%)
Value$69.0K (+$19.8K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares198
Change+198
Value$63.6K
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares164 from 67
Change+97 (+145%)
Value$52.7K (+$3.4K)
Filed 2026-10-23
Toth Financial Advisory Corp
INCREASED
Shares159 from 40
Change+119 (+298%)
Value$51.1K (+$21.7K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
INCREASED
Shares150 from 75
Change+75 (+100%)
Value$48.2K (-$6.9K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares144 from 59
Change+85 (+144%)
Value$46.2K (+$2.9K)
Filed 2026-10-16
True Wealth Design, LLC
INCREASED
Shares136 from 59
Change+77 (+131%)
Value$43.7K (+$322)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares125 from 134
Change-9 (-7%)
Value$40.1K (-$58.3K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares106 from 56
Change+50 (+89%)
Value$34.0K (-$7.1K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares102 from 256
Change-154 (-60%)
Value$32.8K (-$155.3K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares102 from 51
Change+51 (+100%)
Value$33 (-$4)
Filed 2026-10-14
Essential Partners LLC
INCREASED
Shares92 from 22
Change+70 (+318%)
Value$29.5K (+$13.4K)
Filed 2026-10-14
Fortitude Family Office, LLC
INCREASED
Shares92 from 23
Change+69 (+300%)
Value$29.5K (+$12.6K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares90 from 31
Change+59 (+190%)
Value$28.9K (+$6.1K)
Filed 2026-11-05
J.Safra Asset Management Corp
INCREASED
Shares85 from 34
Change+51 (+150%)
Value$27.3K (+$2.3K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares78 from 10
Change+68 (+680%)
Value$25.0K (+$17.7K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares78 from 14
Change+64 (+457%)
Value$25.0K (+$14.8K)
Filed 2026-10-21
First Horizon Corp
INCREASED
Shares70 from 35
Change+35 (+100%)
Value$22.5K (-$3.2K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares66 from 31
Change+35 (+113%)
Value$21.2K (-$1.6K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares60 from 3
Change+57 (+1900%)
Value$19.3K (+$17.1K)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
DECREASED
Shares58 from 81
Change-23 (-28%)
Value$18.6K (-$40.9K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares51 from 23
Change+28 (+122%)
Value$16.8K (+$748)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
NEW
Shares46
Change+46
Value$14.8K
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares40 from 58
Change-18 (-31%)
Value$12.8K (-$29.8K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
INCREASED
Shares34 from 17
Change+17 (+100%)
Value$10.9K (-$1.6K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares34 from 18
Change+16 (+89%)
Value$10.9K (-$2.3K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares30 from 1
Change+29 (+2900%)
Value$9.6K (+$8.9K)
Filed 2026-10-05
Covestor Ltd
INCREASED
Shares26 from 13
Change+13 (+100%)
Value$9 (-$1)
Filed 2026-10-30
Contravisory Investment Management, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$8.3K (-$10.8K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares25 from 22
Change+3 (+14%)
Value$8.0K (-$8.1K)
Filed 2026-10-29
Harbor Capital Advisors, Inc.
DECREASED
Shares24 from 44
Change-20 (-45%)
Value$8 (-$24)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares17 from 4
Change+13 (+325%)
Value$5.5K (+$2.5K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
NEW
Shares14
Change+14
Value$4.5K
Filed 2026-10-22
Elevation Wealth Partners, LLC
NEW
Shares13
Change+13
Value$4.2K
Filed 2026-10-07
Bell Investment Advisors, Inc
INCREASED
Shares12 from 6
Change+6 (+100%)
Value$3.9K (-$555)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
INCREASED
Shares12 from 6
Change+6 (+100%)
Value$3.9K (-$555)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares12 from 7
Change+5 (+71%)
Value$3.9K (-$1.3K)
Filed 2026-11-05
Rakuten Securities, Inc.
DECREASED
Shares10 from 269
Change-259 (-96%)
Value$3.2K (-$194.4K)
Filed 2026-11-02
Bare Financial Services, Inc
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$3.2K (-$462)
Filed 2026-11-04
Avion Wealth
INCREASED
Shares8 from 4
Change+4 (+100%)
Value$2 ($0)
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$1.6K (-$1.4K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$2.2K (-$691)
Filed 2026-10-20
Highline Wealth Partners LLC
NEW
Shares6
Change+6
Value$1.9K
Filed 2026-10-19
Cromwell Holdings LLC
NEW
Shares6
Change+6
Value$1.9K
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares6 from 1
Change+5 (+500%)
Value$1.9K (+$1.2K)
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$1.9K (-$1.7K)
Filed 2026-10-27
Mather Group, Llc.
NEW
Shares5
Change+5
Value$1.6K
Filed 2026-10-14
Proathlete Wealth Management LLC
NEW
Shares4
Change+4
Value$1.3K
Filed 2026-10-15
DecisionPoint Financial, LLC
NEW
Shares2
Change+2
Value$661
Filed 2026-10-27
Burk Holdings LLC
NEW
Shares2
Change+2
Value$642
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$642
Filed 2026-10-30
Marquette Asset Management, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$643 (-$92)
Filed 2026-10-09
Strengthening Families & Communities, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$642 (-$93)
Filed 2026-10-21
TFC Financial Management, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$643 (-$92)
Filed 2026-10-26
Activest Wealth Management
NEW
Shares1
Change+1
Value$321
Filed 2026-10-15
Trust Co of Vermont
NEW
Shares1
Change+1
Value$321
Filed 2026-10-21
Birchwood Financial Partners, Inc.
NEW
Shares1
Change+1
Value$321
Filed 2026-11-02
MacKenzie Financial Corp
CLOSED
Shares0 from 5,398
Change-5,398 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 2,953
Change-2,953 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,393
Change-1,393 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Lanark Financial, Inc.
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$482.7K)
Filed 2026-10-26
Impact Investors, Inc
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$421.0K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$271.5K)
Filed 2026-10-27
SEB Asset Management AB
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$283.6K)
Filed 2026-11-04
PUREfi Wealth, LLC
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$243.9K)
Filed 2026-10-19
Prosperity Financial Group, Inc.
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-29
Brookstone Capital Management
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-27
Sun Group Wealth Partners
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-26
Wedbush Securities Inc
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-22
Dutch Asset Corp
CLOSED
Shares0 from 281
Change-281 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Gendell Jeffrey L
N/A
Shares— from 10,293,528
Change-10,293,528 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,245,587
Change-2,245,587 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 883,520
Change-883,520 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 401,936
Change-401,936 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 380,318
Change-380,318 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 346,730
Change-346,730 (-100%)
Value—
State Street Corp
N/A
Shares— from 274,069
Change-274,069 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 266,996
Change-266,996 (-100%)
Value—
Capital International Investors
N/A
Shares— from 205,596
Change-205,596 (-100%)
Value—
UBS Group AG
N/A
Shares— from 198,559
Change-198,559 (-100%)
Value—
Pertento Partners LLP
N/A
Shares— from 168,457
Change-168,457 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 154,221
Change-154,221 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 149,029
Change-149,029 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 126,625
Change-126,625 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 126,514
Change-126,514 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 121,781
Change-121,781 (-100%)
Value—
Norges Bank
N/A
Shares— from 107,286
Change-107,286 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 107,112
Change-107,112 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 106,752
Change-106,752 (-100%)
Value—
AltraVue Capital, LLC
N/A
Shares— from 96,317
Change-96,317 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 73,239
Change-73,239 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 66,527
Change-66,527 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 65,771
Change-65,771 (-100%)
Value—
Ophir Asset Management Pty Ltd
N/A
Shares— from 62,763
Change-62,763 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 56,762
Change-56,762 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 51,110
Change-51,110 (-100%)
Value—
Parsifal Capital Management, LP
N/A
Shares— from 48,971
Change-48,971 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 48,730
Change-48,730 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 45,707
Change-45,707 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 44,581
Change-44,581 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 39,788
Change-39,788 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 37,071
Change-37,071 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,405
Change-36,405 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 31,552
Change-31,552 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 30,359
Change-30,359 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 29,054
Change-29,054 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 25,421
Change-25,421 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,930
Change-23,930 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 21,306
Change-21,306 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 21,050
Change-21,050 (-100%)
Value—
Man Group plc
N/A
Shares— from 20,501
Change-20,501 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,863
Change-18,863 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 17,980
Change-17,980 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 17,077
Change-17,077 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 17,074
Change-17,074 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,561
Change-16,561 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 14,849
Change-14,849 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 14,685
Change-14,685 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 14,546
Change-14,546 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 14,463
Change-14,463 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,788
Change-13,788 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 13,035
Change-13,035 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 12,893
Change-12,893 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 12,526
Change-12,526 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 11,518
Change-11,518 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,247
Change-10,247 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 10,114
Change-10,114 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 9,712
Change-9,712 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,424
Change-9,424 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 8,554
Change-8,554 (-100%)
Value—
Riho Partners, LLC
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 8,471
Change-8,471 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 8,219
Change-8,219 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 8,086
Change-8,086 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 7,974
Change-7,974 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 6,459
Change-6,459 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Informed Momentum Co LLC
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
CIM, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Algebris (UK) LTD
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Waratah Capital Advisors Ltd.
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 974
Change-974 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 971
Change-971 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 952
Change-952 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 949
Change-949 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Varcov Co.
N/A
Shares— from 923
Change-923 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 892
Change-892 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 878
Change-878 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 873
Change-873 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
JB Capital Partners LP
N/A
Shares— from 841
Change-841 (-100%)
Value—
Lone Peak Global Investors LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 800
Change-800 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 796
Change-796 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 784
Change-784 (-100%)
Value—
Amundi
N/A
Shares— from 776
Change-776 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 717
Change-717 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 714
Change-714 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 667
Change-667 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 647
Change-647 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 640
Change-640 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 634
Change-634 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 609
Change-609 (-100%)
Value—
Aviva PLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
&partners
N/A
Shares— from 518
Change-518 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 515
Change-515 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 478
Change-478 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 467
Change-467 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 454
Change-454 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 453
Change-453 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 434
Change-434 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 420
Change-420 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 400
Change-400 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 386
Change-386 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 386
Change-386 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 331
Change-331 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 327
Change-327 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 311
Change-311 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 306
Change-306 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 170
Change-170 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 154
Change-154 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 115
Change-115 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 107
Change-107 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 57
Change-57 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 54
Change-54 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 34
Change-34 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9
Change-9 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4
Change-4 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED755,422420,423+334,999+80%$308.9M$242.6M-$66.3M2026-11-04
Thrivent Financial for Lutherans
INCREASED247,431144,735+102,696+71%$106.3M$79.4M-$26.9M2026-11-05
Bank of New York Mellon Corp
INCREASED102,47450,887+51,587+101%$37.4M$32.9M-$4.5M2026-11-05
Swedbank AB
INCREASED54,00048,000+6,000+13%$35.3M$17.3M-$17.9M2026-10-27
United Capital Management of KS, Inc.
INCREASED51,04335,002+16,041+46%$25.7M$16.4M-$9.3M2026-11-04
Principal Financial Group Inc
INCREASED42,72834,644+8,084+23%$25.5M$13.7M-$11.7M2026-11-02
Palisades Investment Partners, LLC
INCREASED34,46815,003+19,465+130%$11.0M$11.1M+$45.8K2026-11-03
State of Wyoming
NEW31,487—+31,487——$10.1M—2026-10-28
Illinois Municipal Retirement Fund
INCREASED26,99012,641+14,349+114%$9.3M$8.7M-$620.9K2026-11-05
Retirement Systems of Alabama
INCREASED19,3189,074+10,244+113%$6.7M$6.2M-$463.7K2026-11-04
Moran Wealth Management, LLC
INCREASED17,0898,332+8,757+105%$6.1M$5.5M-$634.3K2026-10-22
Creative Planning
INCREASED15,4167,139+8,277+116%$5.2M$4.9M-$295.1K2026-11-02
Convergence Investment Partners, LLC
NEW14,608—+14,608——$4.7M—2026-10-28
Asset Management One Co., Ltd.
INCREASED14,3409,707+4,633+48%$7.1M$4.6M-$2.5M2026-10-27
Parkway Wealth Management Group, LLC
INCREASED14,0007,000+7,000+100%$5.1M$4.5M-$647.5K2026-10-20
Annex Advisory Services, LLC
INCREASED12,2265,492+6,734+123%$4.0M$3.9M-$109.2K2026-10-16
Yorktown Management & Research Co Inc
INCREASED11,0205,510+5,510+100%$4.0M$3.5M-$509.7K2026-10-28
Truist Financial Corp
INCREASED10,9405,745+5,195+90%$4.2M$3.5M-$708.0K2026-10-30
Hedeker Wealth, LLC
INCREASED9,8694,944+4,925+100%$3.6M$3.2M-$463.4K2026-10-23
Gateway Investment Advisers LLC
INCREASED9,6253,975+5,650+142%$2.9M$3.1M+$170.1K2026-10-13
Alps Advisors Inc
INCREASED9,4844,609+4,875+106%$3.4M$3.0M-$340.9K2026-11-03
Savant Capital, LLC
INCREASED9,4191,480+7,939+536%$1.1M$3.0M+$1.9M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED9,3421,954+7,388+378%$1.2M$2.8M+$1.6M2026-10-13
Amalgamated Bank
INCREASED8,8394,139+4,700+114%$3.0M$2.8M-$203.0K2026-10-23
Peterson Wealth Services
INCREASED7,8183,710+4,108+111%$2.7M$2.5M-$215.4K2026-10-26
IPG Investment Advisors LLC
INCREASED7,6834,766+2,917+61%$3.5M$2.5M-$1.0M2026-10-30
PFG Advisors
INCREASED7,4743,555+3,919+110%$2.6M$2.4M-$211.9K2026-10-16
Virginia Retirement Systems ET Al
INCREASED6,9806,030+950+16%$4.4M$2.2M-$2.2M2026-10-28
Mutual of America Capital Management LLC
INCREASED6,8183,253+3,565+110%$2.4M$2.2M-$200.7K2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED6,2463,614+2,632+73%$2.7M$2.0M-$649.6K2026-10-13
State of New Jersey Common Pension Fund D
INCREASED6,0963,200+2,896+91%$2.4M$2.0M-$393.6K2026-11-05
New York Life Investment Management LLC
NEW6,080—+6,080——$2.0M—2026-11-04
Strategic Blueprint, LLC
INCREASED5,8392,932+2,907+99%$2.2M$1.9M-$279.2K2026-10-22
Louisiana State Employees Retirement System
INCREASED5,6002,600+3,000+115%$1.9M$1.8M-$112.1K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED5,5712,763+2,808+102%$2.0M$1.8M-$241.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED5,5322,397+3,135+131%$1.8M$1.8M+$15.2K2026-11-02
DekaBank Deutsche Girozentrale
NEW5,200—+5,200——$1.7M—2026-10-27
Arizona State Retirement System
INCREASED5,0492,474+2,575+104%$1.8M$1.6M-$196.4K2026-11-03
Yousif Capital Management, LLC
INCREASED4,8702,458+2,412+98%$1.8M$1.6M-$242.1K2026-10-22
Argent Capital Management LLC
INCREASED4,5032,413+2,090+87%$1.8M$1.4M-$326.9K2026-10-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED4,4702,099+2,371+113%$1.5M$1.4M-$106.8K2026-11-03
State of Michigan Retirement System
INCREASED4,4002,000+2,400+120%$1.5M$1.4M-$56.6K2026-10-27
Ascentis Independent Advisors
NEW3,950—+3,950——$1.3M—2026-11-03
Oregon Public Employees Retirement Fund
INCREASED3,9111,800+2,111+117%$1.3M$1.3M-$66.6K2026-10-30
Xponance LLC
INCREASED3,8631,866+1,997+107%$1.4M$1.2M-$130.5K2026-11-03
Fifth Third Bancorp
INCREASED3,7181,999+1,719+86%$1.5M$1.2M-$274.6K2026-11-05
Highland Capital Management, LLC
INCREASED3,6731,711+1,962+115%$1.3M$1.2M-$77.7K2026-10-26
VestGen Advisors, LLC
INCREASED3,6091,868+1,741+93%$1.4M$1.2M-$213.6K2026-10-27
New Mexico Educational Retirement Board
NEW3,600—+3,600——$1.2M—2026-11-05
Kestra Private Wealth Services, LLC
NEW3,506—+3,506——$1.1M—2026-10-30
Marathon Wealth Advisors LLC
INCREASED3,3641,697+1,667+98%$1.2M$1.1M-$166.6K2026-11-04
Ritholtz Wealth Management
INCREASED3,2521,649+1,603+97%$1.2M$1.0M-$167.3K2026-11-05
Bourgeon Capital Management LLC
INCREASED3,1281,564+1,564+100%$1.1M$1.0M-$144.7K2026-10-19
Imc-Chicago, LLC
NEW2,891—+2,891——$928.2K—2026-11-05
Pictet Asset Management Holding SA
INCREASED2,8831,433+1,450+101%$1.1M$925.7K-$127.1K2026-11-03
New York State Teachers Retirement System
INCREASED2,754261+2,493+955%$192.0K$884.0K+$692.0K2026-10-22
Montgomery Investment Management Inc
INCREASED2,7401,370+1,370+100%$1.0M$879.8K-$126.7K2026-10-26
Exchange Traded Concepts, LLC
NEW2,510—+2,510——$805.9K—2026-10-28
Citizens Financial Group Inc
INCREASED2,207951+1,256+132%$698.7K$708.6K+$10.0K2026-10-23
BlueSky Wealth Advisors, LLC
INCREASED2,2041,100+1,104+100%$808.1K$707.7K-$100.5K2026-10-29
Inspire Investing, LLC
INCREASED2,152940+1,212+129%$690.6K$691.0K+$3842026-10-22
Citigroup Inc
DECREASED2,0792,728-649-24%$2.0M$667.5K-$1.3M2026-11-04
Linscomb Wealth, Inc.
INCREASED2,0001,000+1,000+100%$734.7K$642.2K-$92.5K2026-11-05
City State Bank
INCREASED1,9461,057+889+84%$776.5K$624.8K-$151.7K2026-10-20
XML Financial, LLC
INCREASED1,912981+931+95%$720.7K$613.9K-$106.8K2026-10-29
Swiss Life Asset Management Ltd
INCREASED1,910955+955+100%$701.6K$613.3K-$88.3K2026-11-03
Wright Investors Service Inc
NEW1,838—+1,838——$590.1K—2026-11-02
Souders Financial Advisors
INCREASED1,788890+898+101%$653.8K$574.1K-$79.8K2026-11-03
Farther Finance Advisors, LLC
INCREASED1,7831,035+748+72%$759.7K$572.5K-$187.2K2026-10-08
State of Alaska, Department of Revenue
INCREASED1,779855+924+108%$628.0K$571-$627.4K2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW1,636—+1,636——$525.0K—2026-10-22
Stirlingshire Investments, Inc.
INCREASED1,615745+870+117%$547.6K$518.4K-$29.1K2026-11-05
Pier 88 Investment Partners LLC
INCREASED1,600900+700+78%$661.2K$513.7K-$147.5K2026-11-06
Scheeler Financial LLC
NEW1,571—+1,571——$504.4K—2026-10-13
Oak Thistle LLC
NEW1,530—+1,530——$491.3K—2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED1,530713+817+115%$499.1K$505.1K+$6.1K2026-11-04
Portside Wealth Group, LLC
INCREASED1,500529+971+184%$388.6K$481.6K+$93.0K2026-10-20
Ayrshire Capital Management LLC
INCREASED1,489707+782+111%$519.4K$478.1K-$41.3K2026-10-20
Crossmark Global Holdings, Inc.
NEW1,485—+1,485——$476.8K—2026-10-21
Insight Wealth Strategies, LLC
INCREASED1,478739+739+100%$517.3K$474.6K-$42.7K2026-10-09
KPP Advisory Services LLC
INCREASED1,467719+748+104%$528.2K$471.0K-$57.2K2026-10-26
Linden Thomas Advisory Services, LLC
INCREASED1,395710+685+96%$521.6K$447.9K-$73.7K2026-10-19
Laurion Capital Management LP
NEW1,355—+1,355——$435.1K—2026-10-30
Atria Investments, Inc
INCREASED1,327626+701+112%$459.9K$426.1K-$33.8K2026-10-15
Motley Fool Asset Management LLC
NEW1,236—+1,236——$396.9K—2026-10-27
CIBC Asset Management Inc
INCREASED1,234617+617+100%$453.3K$396.2K-$57.1K2026-11-05
Tcfg Investment Advisors, LLC
INCREASED1,206603+603+100%$443.0K$387.2K-$55.8K2026-10-20
Kestra Advisory Services, LLC
INCREASED1,182385+797+207%$282.8K$379.5K+$96.7K2026-11-02
Abel Hall, LLC
INCREASED1,149582+567+97%$427.6K$368.9K-$58.7K2026-10-19
Ashton Thomas Private Wealth, LLC
NEW1,135—+1,135——$364.4K—2026-11-03
Layline Advisors, LLC
INCREASED1,114557+557+100%$409.2K$357.7K-$51.5K2026-11-02
Vise Technologies, Inc.
INCREASED1,075502+573+114%$368.8K$345.3K-$23.5K2026-10-29
Trek Financial, LLC
INCREASED1,066531+535+101%$390.1K$342.3K-$47.8K2026-10-29
Vista Finance, LLC
INCREASED1,064564+500+89%$414.3K$341.6K-$72.7K2026-10-23
Maryland State Retirement & Pension System
INCREASED956478+478+100%$351.2K$307.0K-$44.2K2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED951428+523+122%$314.4K$305.3K-$9.1K2026-11-04
MSH Capital Advisors LLC
NEW920—+920——$295.5K—2026-11-03
Lido Advisors, LLC
NEW914—+914——$293.5K—2026-11-04
J. Team Financial, Inc.
INCREASED896448+448+100%$329.1K$287.7K-$41.4K2026-11-03
B. Metzler seel. Sohn & Co. AG
INCREASED780766+14+2%$562.8K$250.4K-$312.3K2026-10-30
Simplex Trading, LLC
DECREASED776819-43-5%$601.7K$249.2K-$352.5K2026-11-04
HB Wealth Management, LLC
NEW773—+773——$248.2K—2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
NEW770—+770——$247.1K—2026-10-09
KFG Wealth Management, LLC
INCREASED756398+358+90%$292.4K$242.7K-$49.7K2026-10-16
ProShare Advisors LLC
NEW711—+711——$228.3K—2026-10-29
Ethic Inc.
INCREASED709367+342+93%$269.6K$227.6K-$42.0K2026-11-03
Ausbil Investment Management Ltd
INCREASED686343+343+100%$240.1K$220.3K-$19.8K2026-10-08
Fifth Third Wealth Advisors LLC
NEW671—+671——$215.4K—2026-10-22
Gamma Investing LLC
INCREASED667252+415+165%$185.1K$214.2K+$29.0K2026-10-08
KBC Group NV
INCREASED606303+303+100%$223.0K$195.0K-$28.0K2026-10-22
Nisa Investment Advisors, LLC
INCREASED538352+186+53%$258.6K$172.7K-$85.9K2026-10-20
Blue Trust, Inc.
INCREASED464336+128+38%$246.8K$149.0K-$97.9K2026-10-15
Catalyst Capital Advisors LLC
INCREASED380220+160+73%$161.6K$122.0K-$39.6K2026-11-02
SBI Securities Co., Ltd.
INCREASED332174+158+91%$127.8K$106.6K-$21.2K2026-10-22
Cullen T Bankers, Inc.
NEW250—+250——$80.3K—2026-10-28
US Bancorp \de\
INCREASED24768+179+263%$50.0K$79.3K+$29.4K2026-11-05
Strs Ohio
INCREASED239184+55+30%$135.2K$76.7K-$58.4K2026-10-30
Versant Capital Management, Inc
INCREASED236106+130+123%$77.9K$75.8K-$2.1K2026-10-02
Parallel Advisors, LLC
INCREASED21567+148+221%$49.2K$69.0K+$19.8K2026-11-03
Root Financial Partners, LLC
NEW198—+198——$63.6K—2026-10-21
Signaturefd, LLC
INCREASED16467+97+145%$49.2K$52.7K+$3.4K2026-10-23
Toth Financial Advisory Corp
INCREASED15940+119+298%$29.4K$51.1K+$21.7K2026-10-08
Harbor Investment Advisory, LLC
INCREASED15075+75+100%$55.1K$48.2K-$6.9K2026-10-13
IFP Advisors, Inc
INCREASED14459+85+144%$43.3K$46.2K+$2.9K2026-10-16
True Wealth Design, LLC
INCREASED13659+77+131%$43.3K$43.7K+$3222026-10-13
Larson Financial Group LLC
DECREASED125134-9-7%$98.4K$40.1K-$58.3K2026-11-05
Spire Wealth Management
INCREASED10656+50+89%$41.1K$34.0K-$7.1K2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED102256-154-60%$188.1K$32.8K-$155.3K2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED10251+51+100%$37$33-$42026-10-14
Essential Partners LLC
INCREASED9222+70+318%$16.2K$29.5K+$13.4K2026-10-14
Fortitude Family Office, LLC
INCREASED9223+69+300%$16.9K$29.5K+$12.6K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED9031+59+190%$22.8K$28.9K+$6.1K2026-11-05
J.Safra Asset Management Corp
INCREASED8534+51+150%$25.0K$27.3K+$2.3K2026-11-03
Parkside Financial Bank & Trust
INCREASED7810+68+680%$7.3K$25.0K+$17.7K2026-10-27
Assetmark, Inc
INCREASED7814+64+457%$10.3K$25.0K+$14.8K2026-10-21
First Horizon Corp
INCREASED7035+35+100%$25.7K$22.5K-$3.2K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED6631+35+113%$22.8K$21.2K-$1.6K2026-11-04
SJS Investment Consulting Inc.
INCREASED603+57+1900%$2.2K$19.3K+$17.1K2026-10-26
Caitong International Asset Management Co., Ltd
DECREASED5881-23-28%$59.5K$18.6K-$40.9K2026-10-29
TD Waterhouse Canada Inc.
INCREASED5123+28+122%$16.1K$16.8K+$7482026-10-16
Wilmington Savings Fund Society, FSB
NEW46—+46——$14.8K—2026-10-23
Sterling Capital Management LLC
DECREASED4058-18-31%$42.6K$12.8K-$29.8K2026-10-22
JFS Wealth Advisors, LLC
INCREASED3417+17+100%$12.5K$10.9K-$1.6K2026-11-03
Private Trust Co NA
INCREASED3418+16+89%$13.2K$10.9K-$2.3K2026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED301+29+2900%$735$9.6K+$8.9K2026-10-05
Covestor Ltd
INCREASED2613+13+100%$10$9-$12026-10-30
Contravisory Investment Management, Inc.
UNCHANGED262600%$19.1K$8.3K-$10.8K2026-10-13
Signature Equity Partners, LLC
INCREASED2522+3+14%$16.2K$8.0K-$8.1K2026-10-29
Harbor Capital Advisors, Inc.
DECREASED2444-20-45%$32$8-$242026-10-22
Creative Capital Management Investments LLC
INCREASED174+13+325%$2.9K$5.5K+$2.5K2026-10-28
Farmers & Merchants Investments Inc
NEW14—+14——$4.5K—2026-10-22
Elevation Wealth Partners, LLC
NEW13—+13——$4.2K—2026-10-07
Bell Investment Advisors, Inc
INCREASED126+6+100%$4.4K$3.9K-$5552026-10-29
DiNuzzo Private Wealth, Inc.
INCREASED126+6+100%$4.4K$3.9K-$5552026-10-16
Rossby Financial, LCC
INCREASED127+5+71%$5.1K$3.9K-$1.3K2026-11-05
Rakuten Securities, Inc.
DECREASED10269-259-96%$197.6K$3.2K-$194.4K2026-11-02
Bare Financial Services, Inc
INCREASED105+5+100%$3.7K$3.2K-$4622026-11-04
Avion Wealth
INCREASED84+4+100%$2$2$02026-11-04
Hughes Financial Services, LLC
INCREASED74+3+75%$2.9K$1.6K-$1.4K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED74+3+75%$2.9K$2.2K-$6912026-10-20
Highline Wealth Partners LLC
NEW6—+6——$1.9K—2026-10-19
Cromwell Holdings LLC
NEW6—+6——$1.9K—2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED61+5+500%$735$1.9K+$1.2K2026-11-03
WPG Advisers, LLC
INCREASED65+1+20%$3.7K$1.9K-$1.7K2026-10-27
Mather Group, Llc.
NEW5—+5——$1.6K—2026-10-14
Proathlete Wealth Management LLC
NEW4—+4——$1.3K—2026-10-15
DecisionPoint Financial, LLC
NEW2—+2——$661—2026-10-27
Burk Holdings LLC
NEW2—+2——$642—2026-11-05
Provenance Wealth Advisors, LLC
NEW2—+2——$642—2026-10-30
Marquette Asset Management, LLC
INCREASED21+1+100%$735$643-$922026-10-09
Strengthening Families & Communities, LLC
INCREASED21+1+100%$735$642-$932026-10-21
TFC Financial Management, Inc.
INCREASED21+1+100%$735$643-$922026-10-26
Activest Wealth Management
NEW1—+1——$321—2026-10-15
Trust Co of Vermont
NEW1—+1——$321—2026-10-21
Birchwood Financial Partners, Inc.
NEW1—+1——$321—2026-11-02
MacKenzie Financial Corp
CLOSED05,398-5,398-100%$4.0M$0-$4.0M2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED02,953-2,953-100%$2.2M$0-$2.2M2026-10-16
Jefferies Financial Group Inc.
CLOSED01,393-1,393-100%$1.0M$0-$1.0M2026-11-05
Lanark Financial, Inc.
CLOSED0657-657-100%$482.7K$0-$482.7K2026-10-26
Impact Investors, Inc
CLOSED0573-573-100%$421.0K$0-$421.0K2026-11-02
Chicago Partners Investment Group LLC
CLOSED0409-409-100%$271.5K$0-$271.5K2026-10-27
SEB Asset Management AB
CLOSED0386-386-100%$283.6K$0-$283.6K2026-11-04
PUREfi Wealth, LLC
CLOSED0332-332-100%$243.9K$0-$243.9K2026-10-19
Prosperity Financial Group, Inc.
CLOSED0325-325-100%$238.8K$0-$238.8K2026-10-29
Brookstone Capital Management
CLOSED0300-300-100%$220.4K$0-$220.4K2026-10-22
Oppenheimer Asset Management Inc.
CLOSED0294-294-100%$216.0K$0-$216.0K2026-10-27
Sun Group Wealth Partners
CLOSED0290-290-100%$213.1K$0-$213.1K2026-10-26
Wedbush Securities Inc
CLOSED0290-290-100%$213.0K$0-$213.0K2026-10-22
Dutch Asset Corp
CLOSED0281-281-100%$207.1K$0-$207.1K2026-10-20
Salem Investment Counselors Inc
CLOSED035-35-100%$25.7K$0-$25.7K2026-10-13
Stone House Investment Management, LLC
CLOSED02-2-100%$1.5K$0-$1.5K2026-10-23
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Gendell Jeffrey L
N/A—10,293,528-10,293,528-100%$7.6B———
FMR LLC
N/A—2,245,587-2,245,587-100%$1.6B———
BlackRock, Inc.
N/A—883,520-883,520-100%$649.1M———
Vanguard Capital Management LLC
N/A—401,936-401,936-100%$295.3M———
Vanguard Portfolio Management LLC
N/A—380,318-380,318-100%$279.4M———
First Trust Advisors LP
N/A—346,730-346,730-100%$254.7M———
State Street Corp
N/A—274,069-274,069-100%$201.3M———
Geode Capital Management, LLC
N/A—266,996-266,996-100%$196.2M———
Capital International Investors
N/A—205,596-205,596-100%$151.0M———
UBS Group AG
N/A—198,559-198,559-100%$145.9M———
Pertento Partners LLP
N/A—168,457-168,457-100%$123.8M———
Morgan Stanley
N/A—154,221-154,221-100%$113.3M———
Royce & Associates LP
N/A—149,029-149,029-100%$109.5M———
Arrowstreet Capital, Limited Partnership
N/A—126,625-126,625-100%$93.0M———
Franklin Resources Inc
N/A—126,514-126,514-100%$92.9M———
Invesco Ltd.
N/A—121,781-121,781-100%$89.5M———
Norges Bank
N/A—107,286-107,286-100%$78.8M———
Goldman Sachs Group Inc
N/A—107,112-107,112-100%$78.7M———
Renaissance Technologies LLC
N/A—106,752-106,752-100%$78.4M———
AltraVue Capital, LLC
N/A—96,317-96,317-100%$70.8M———
Lord, Abbett & Co. LLC
N/A—73,239-73,239-100%$53.8M———
Northern Trust Corp
N/A—66,527-66,527-100%$48.9M———
Charles Schwab Investment Management Inc
N/A—65,771-65,771-100%$48.3M———
Ophir Asset Management Pty Ltd
N/A—62,763-62,763-100%$46.1M———
Vanguard Fiduciary Trust Co
N/A—56,762-56,762-100%$41.7M———
Price T Rowe Associates Inc
N/A—51,110-51,110-100%$37.6M———
Parsifal Capital Management, LP
N/A—48,971-48,971-100%$36.0M———
American Century Companies Inc
N/A—48,730-48,730-100%$35.8M———
BNP Paribas Financial Markets
N/A—45,707-45,707-100%$33.6M———
HRT Financial LP
N/A—44,581-44,581-100%$32.8M———
LPL Financial LLC
N/A—39,788-39,788-100%$29.2M———
Bank of America Corp
N/A—37,071-37,071-100%$27.2M———
Susquehanna International Group, LLP
N/A—36,405-36,405-100%$26.7M———
Deutsche Bank Ag\
N/A—31,552-31,552-100%$23.2M———
Ameriprise Financial Inc
N/A—30,359-30,359-100%$22.3M———
New York State Common Retirement Fund
N/A—29,054-29,054-100%$21.3M———
JPMorgan Chase & Co
N/A—25,421-25,421-100%$18.7M———
AQR Capital Management LLC
N/A—23,930-23,930-100%$17.6M———
Legato Capital Management LLC
N/A—21,306-21,306-100%$15.7M———
Neuberger Berman Group LLC
N/A—21,050-21,050-100%$15.5M———
Man Group plc
N/A—20,501-20,501-100%$15.1M———
UBS Asset Management Americas LLC
N/A—18,863-18,863-100%$13.9M———
Swiss National Bank
N/A—17,980-17,980-100%$13.2M———
Nuveen, LLC
N/A—17,077-17,077-100%$12.5M———
Rhumbline Advisers
N/A—17,074-17,074-100%$12.5M———
Royal Bank of Canada
N/A—16,561-16,561-100%$12.2M———
RBF Capital, LLC
N/A—15,000-15,000-100%$11.0M———
Renaissance Group LLC
N/A—14,849-14,849-100%$10.9M———
Millennium Management LLC
N/A—14,685-14,685-100%$10.8M———
Lazard Asset Management LLC
N/A—14,546-14,546-100%$10.7M———
Victory Capital Management Inc
N/A—14,463-14,463-100%$10.6M———
Cetera Investment Advisers
N/A—13,788-13,788-100%$10.1M———
Curi Capital, LLC
N/A—13,667-13,667-100%$10.0M———
AdvisorShares Investments LLC
N/A—13,474-13,474-100%$9.9M———
Segall Bryant & Hamill, LLC
N/A—13,035-13,035-100%$9.6M———
Legal & General Group Plc
N/A—12,893-12,893-100%$9.5M———
Manufacturers Life Insurance Company, the
N/A—12,713-12,713-100%$9.3M———
Tidal Investments LLC
N/A—12,526-12,526-100%$9.2M———
Steamboat Capital Partners, LLC
N/A—12,481-12,481-100%$9.2M———
Emerald Investment Advisers, LLC
N/A—11,518-11,518-100%$8.5M———
Canada Pension Plan Investment Board
N/A—10,760-10,760-100%$7.9M———
California State Teachers Retirement System
N/A—10,360-10,360-100%$7.6M———
Tudor Investment Corp ET AL
N/A—10,250-10,250-100%$7.5M———
Alliancebernstein L.P.
N/A—10,247-10,247-100%$4.9M———
Bridgewater Associates, LP
N/A—10,114-10,114-100%$7.4M———
Vident Advisory, LLC
N/A—9,712-9,712-100%$7.1M———
Wells Fargo & Company
N/A—9,424-9,424-100%$6.9M———
Van Eck Associates Corp
N/A—9,292-9,292-100%$6.8M———
Credit Agricole S A
N/A—8,554-8,554-100%$6.3M———
Riho Partners, LLC
N/A—8,510-8,510-100%$6.3M———
Vanguard Asset Management, Ltd
N/A—8,471-8,471-100%$6.2M———
Russell Investments Group, Ltd.
N/A—8,219-8,219-100%$6.0M———
De Lisle Partners LLP
N/A—8,086-8,086-100%$5.9M———
Fiera Capital Corp
N/A—7,974-7,974-100%$5.9M———
Jupiter Topco LLC
N/A—7,926-7,926-100%$5.8M———
Truvestments Capital LLC
N/A—7,759-7,759-100%$5.7M———
Susquehanna Fundamental Investments, LLC
N/A—7,565-7,565-100%$5.6M———
State Board of Administration of Florida Retirement System
N/A—7,500-7,500-100%$5.5M———
Polen Capital Management LLC
N/A—7,275-7,275-100%$5.3M———
Raymond James Financial Inc
N/A—6,548-6,548-100%$4.8M———
Catalyst Funds Management Pty Ltd
N/A—6,459-6,459-100%$4.7M———
Dark Forest Capital Management LP
N/A—6,408-6,408-100%$4.7M———
Handelsbanken Fonder AB
N/A—6,340-6,340-100%$4.7K———
Envestnet Asset Management Inc
N/A—6,166-6,166-100%$4.5M———
D. E. Shaw & Co., Inc.
N/A—5,624-5,624-100%$4.1M———
Informed Momentum Co LLC
N/A—5,562-5,562-100%$4.1M———
Janney Montgomery Scott LLC
N/A—5,424-5,424-100%$4.0M———
State of Wisconsin Investment Board
N/A—5,228-5,228-100%$3.8M———
Citadel Advisors LLC
N/A—5,096-5,096-100%$3.7M———
SG Americas Securities, LLC
N/A—5,013-5,013-100%$3.7M———
Dakota Wealth Management
N/A—5,000-5,000-100%$3.7M———
Navellier & Associates Inc
N/A—4,882-4,882-100%$3.6M———
Algert Global LLC
N/A—4,864-4,864-100%$3.6M———
HSBC Holdings PLC
N/A—4,594-4,594-100%$3.4M———
Vanguard Global Advisers, LLC
N/A—4,388-4,388-100%$3.2M———
Alpine Global Management, LLC
N/A—4,378-4,378-100%$3.2M———
Point Break Capital Management, LLC
N/A—4,200-4,200-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—4,014-4,014-100%$2.9M———
Police & Firemen's Retirement System of New Jersey
N/A—3,924-3,924-100%$2.9M———
Virtu Financial LLC
N/A—3,711-3,711-100%$2.7M———
Treasurer of the State of North Carolina
N/A—3,710-3,710-100%$2.7M———
Acadian Asset Management LLC
N/A—3,623-3,623-100%$2.7M———
Great Lakes Advisors, LLC
N/A—3,599-3,599-100%$2.6M———
Occudo Quantitative Strategies LP
N/A—3,395-3,395-100%$2.5M———
Trexquant Investment LP
N/A—3,329-3,329-100%$2.4M———
Barclays PLC
N/A—3,115-3,115-100%$2.3M———
Holocene Advisors, LP
N/A—3,075-3,075-100%$2.3M———
Pathstone Holdings, LLC
N/A—3,052-3,052-100%$2.2M———
Keystone Investors PTE LTD
N/A—2,856-2,856-100%$2.1M———
Centaurus Financial, Inc.
N/A—2,844-2,844-100%$2.1M———
Jane Street Group, LLC
N/A—2,684-2,684-100%$2.0M———
SEI Investments Co
N/A—2,657-2,657-100%$2.0M———
CIM, LLC
N/A—2,558-2,558-100%$1.9M———
Two Sigma Investments, LP
N/A—2,554-2,554-100%$1.9M———
Vestcor Inc
N/A—2,503-2,503-100%$1.8M———
Public Employees Retirement System of Ohio
N/A—2,502-2,502-100%$1.8M———
Ducere Wealth Management LLC
N/A—2,466-2,466-100%$1.8M———
Numerai GP LLC
N/A—2,396-2,396-100%$1.8M———
Brevan Howard Capital Management LP
N/A—2,322-2,322-100%$1.7M———
Vanguard Investments Australia, Ltd.
N/A—2,314-2,314-100%$1.7M———
Strategic Wealth Partners, Ltd.
N/A—2,225-2,225-100%$1.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,181-2,181-100%$1.6M———
KLP Kapitalforvaltning AS
N/A—2,160-2,160-100%$1.6M———
Quantinno Capital Management LP
N/A—2,118-2,118-100%$1.6M———
O'shaughnessy Asset Management, LLC
N/A—2,043-2,043-100%$1.5M———
1ST Source Bank
N/A—2,000-2,000-100%$1.5M———
Mariner, LLC
N/A—1,994-1,994-100%$1.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—1,970-1,970-100%$1.4M———
Portolan Capital Management, LLC
N/A—1,940-1,940-100%$1.4M———
Evolve Private Wealth, LLC
N/A—1,909-1,909-100%$1.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,894-1,894-100%$1.4M———
Osaic Holdings, Inc.
N/A—1,801-1,801-100%$1.3M———
Fora Capital, LLC
N/A—1,775-1,775-100%$1.3M———
Petra Financial Advisors Inc
N/A—1,769-1,769-100%$1.3M———
Stifel Financial Corp
N/A—1,758-1,758-100%$1.3M———
MetLife Investment Management, LLC
N/A—1,677-1,677-100%$1.2M———
Federation des caisses Desjardins du Quebec
N/A—1,634-1,634-100%$1.2M———
NewEdge Advisors, LLC
N/A—1,621-1,621-100%$1.2M———
Ameritas Investment Partners, Inc.
N/A—1,615-1,615-100%$1.2M———
Quantbot Technologies LP
N/A—1,573-1,573-100%$1.2M———
Two Sigma Securities, LLC
N/A—1,570-1,570-100%$1.2M———
Empowered Funds, LLC
N/A—1,485-1,485-100%$1.1M———
Bridgewater Advisors Inc.
N/A—1,374-1,374-100%$996.1K———
Teacher Retirement System of Texas
N/A—1,320-1,320-100%$969.8K———
HighTower Advisors, LLC
N/A—1,301-1,301-100%$955.8K———
Cerity Partners LLC
N/A—1,283-1,283-100%$942.6K———
Sanctuary Advisors, LLC
N/A—1,283-1,283-100%$942.4K———
Schonfeld Strategic Advisors LLC
N/A—1,279-1,279-100%$939.6K———
Allstate Corp
N/A—1,266-1,266-100%$930.1K———
Vanguard Personalized Indexing Management, LLC
N/A—1,262-1,262-100%$927.1K———
AXQ Capital, LP
N/A—1,242-1,242-100%$912.4K———
Algebris (UK) LTD
N/A—1,238-1,238-100%$906.6K———
LMR Partners LLP
N/A—1,214-1,214-100%$891.9K———
Waratah Capital Advisors Ltd.
N/A—1,177-1,177-100%$864.7K———
Caxton Associates LLP
N/A—1,174-1,174-100%$862.5K———
Pallas Capital Advisors LLC
N/A—1,163-1,163-100%$854.4K———
Hudson Bay Capital Management LP
N/A—1,120-1,120-100%$822.8K———
Summit Trail Advisors, LLC
N/A—1,112-1,112-100%$816.9K———
MAI Capital Management
N/A—1,078-1,078-100%$792.0K———
United Capital Financial Advisors, LLC
N/A—1,044-1,044-100%$767.0K———
Steward Partners Investment Advisory, LLC
N/A—1,030-1,030-100%$756.7K———
Florida Financial Advisors, LLC
N/A—999-999-100%$733.9K———
Okabena Investment Services Inc
N/A—974-974-100%$715.6K———
Keebeck Wealth Management
N/A—971-971-100%$713.4K———
Canada Life Assurance Co
N/A—952-952-100%$696.0K———
Public Employees Retirement Association of Colorado
N/A—949-949-100%$697.0K———
Guggenheim Capital LLC
N/A—935-935-100%$686.9K———
Varcov Co.
N/A—923-923-100%$678.1K———
Mercer Global Advisors Inc
N/A—892-892-100%$655.3K———
Panagora Asset Management Inc
N/A—878-878-100%$645.0K———
Jones Financial Companies Lllp
N/A—873-873-100%$624.1K———
Federated Hermes, Inc.
N/A—850-850-100%$624.5K———
Voya Investment Management LLC
N/A—848-848-100%$623.0K———
JB Capital Partners LP
N/A—841-841-100%$617.8K———
Lone Peak Global Investors LLC
N/A—811-811-100%$595.8K———
USS Investment Management Ltd
N/A—800-800-100%$587.1K———
Prudential Financial Inc
N/A—796-796-100%$584.8K———
Tower Research Capital LLC (TRC)
N/A—784-784-100%$576.0K———
Amundi
N/A—776-776-100%$570.1K———
Advyzon Investment Management, LLC
N/A—734-734-100%$539.5K———
Cornerstone Investment Partners, LLC
N/A—730-730-100%$536.3K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—717-717-100%$526.8K———
Bank of Montreal
N/A—714-714-100%$524.5K———
Walleye Capital LLC
N/A—711-711-100%$522.3K———
Rexford Capital Inc
N/A—700-700-100%$514.3K———
Mirabella Financial Services LLP
N/A—667-667-100%$490.0K———
Securian Asset Management, Inc
N/A—647-647-100%$396.6K———
denkapparat Operations GmbH
N/A—640-640-100%$470.2K———
GSA Capital Partners LLP
N/A—634-634-100%$466.0K———
Gotham Asset Management, LLC
N/A—631-631-100%$463.6K———
Wealthfront Advisers LLC
N/A—626-626-100%$459.9K———
Drucker Wealth 3.0, LLC
N/A—617-617-100%$453.3K———
Jacobs Levy Equity Management, Inc
N/A—609-609-100%$447.4K———
Aviva PLC
N/A—608-608-100%$446.7K———
Callahan Advisors, LLC
N/A—600-600-100%$440.8K———
Boothbay Fund Management, LLC
N/A—561-561-100%$412.1K———
&partners
N/A—518-518-100%$380.6K———
Darden Wealth Group Inc
N/A—515-515-100%$378.4K———
Advisory Services Network, LLC
N/A—512-512-100%$376.1K———
LOS Angeles Capital Management LLC
N/A—510-510-100%$374.7K———
Atlantic Union Bankshares Corp
N/A—500-500-100%$367.3K———
Mitsubishi UFJ Trust & Banking Corp
N/A—478-478-100%$351.2K———
Capstone Investment Advisors, LLC
N/A—473-473-100%$347.5K———
DnB Asset Management AS
N/A—467-467-100%$343.1K———
Utah Retirement Systems
N/A—454-454-100%$333.5K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—453-453-100%$332.8K———
Oakwell Private Wealth Management, LLC
N/A—443-443-100%$325.5K———
Harbour Investments, Inc.
N/A—440-440-100%$323.6K———
Sequoia Financial Advisors, LLC
N/A—434-434-100%$318.8K———
Captrust Financial Advisors
N/A—434-434-100%$318.6K———
Brown Advisory Inc
N/A—420-420-100%$308.6K———
Patron Partners, LLC
N/A—414-414-100%$304.1K———
Wexford Capital LP
N/A—400-400-100%$293.9K———
FOX RUN Management, L.L.C.
N/A—386-386-100%$283.6K———
Rockefeller Capital Management L.P.
N/A—386-386-100%$283.6K———
MML Investors Services, LLC
N/A—383-383-100%$281.4K———
Scientech Research LLC
N/A—366-366-100%$268.9K———
Bartlett & Co. Wealth Management LLC
N/A—361-361-100%$265.2K———
DRW Securities, LLC
N/A—341-341-100%$250.5K———
Nykredit A/S
N/A—331-331-100%$243.2K———
Concentric Capital Strategies, LP
N/A—327-327-100%$240.2K———
Claret Asset Management Corp
N/A—311-311-100%$229.0K———
M&T Bank Corp
N/A—306-306-100%$224.0K———
Camarda Financial Advisors, LLC
N/A—295-295-100%$216.7K———
Smartleaf Asset Management LLC
N/A—280-280-100%$202.4K———
BTG Pactual Asset Management US LLC
N/A—280-280-100%$205.7K———
Smithfield Trust Co
N/A—170-170-100%$125.0K———
Arax Advisory Partners
N/A—154-154-100%$113.1K———
BNP Paribas Asset Management Holding S.A.
N/A—139-139-100%$102.1K———
Silvant Capital Management LLC
N/A—125-125-100%$91.8K———
Harvest Fund Management Co., Ltd
N/A—115-115-100%$84.0K———
PNC Financial Services Group, Inc.
N/A—111-111-100%$81.5K———
National Bank of Canada
N/A—107-107-100%$78.4K———
Global Retirement Partners, LLC
N/A—66-66-100%$48.5K———
Macquarie Group LTD
N/A—57-57-100%$41.9K———
Northwestern Mutual Wealth Management Co
N/A—54-54-100%$39.7K———
Whittier Trust Co of Nevada Inc
N/A—38-38-100%$23.2K———
Allworth Financial LP
N/A—34-34-100%$25.0K———
Rothschild Investment LLC
N/A—30-30-100%$22.0K———
BFC Planning, Inc.
N/A—24-24-100%$17.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24-24-100%$17.6K———
CVA Family Office, LLC
N/A—23-23-100%$16.9K———
LRI Investments, LLC
N/A—19-19-100%$14.0K———
Keating Financial Advisory Services, Inc.
N/A—19-19-100%$14.0K———
Basecamp Wealth Advisors LLC
N/A—18-18-100%$13.2K———
GW&K Investment Management, LLC
N/A—16-16-100%$12———
Bessemer Group Inc
N/A—13-13-100%$10———
Brown Brothers Harriman & Co
N/A—13-13-100%$9.6K———
Fiduciary Financial Advisors
N/A—9-9-100%$6.6K———
McMillan Office, Inc.
N/A—8-8-100%$5.9K———
Aventura Private Wealth, LLC
N/A—8-8-100%$5.9K———
Rialto Wealth Management, LLC
N/A—7-7-100%$5.1K———
Bogart Wealth, LLC
N/A—5-5-100%$3.7K———
SHP Wealth Management
N/A—4-4-100%$2.9K———
Westfuller Advisors, LLC
N/A—3-3-100%$2.5K———
HFM Investment Advisors, LLC
N/A—3-3-100%$2.2K———
Clearstead Advisors, LLC
N/A—2-2-100%$1.5K———
Transamerica Financial Advisors, LLC
N/A—1-1-100%$734———
Ameriflex Group, Inc.
N/A—1-1-100%$735———
Raffa Wealth Management, LLC
N/A—1-1-100%$735———
Huntington National Bank
N/A—1-1-100%$735———
Showing 453 of 453 institutions