Imperial Oil LTD (IMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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TD Waterhouse Canada Inc.

INCREASED

Shares734,540 from 711,032

Change+23,508 (+3%)

Value$91.0M (+$12.0M)

Filed 2026-10-16

Dimensional Fund Advisors LP

DECREASED

Shares698,788 from 741,411

Change-42,623 (-6%)

Value$86.0M (+$2.9M)

Filed 2026-11-04

MacKenzie Financial Corp

INCREASED

Shares488,312 from 458,290

Change+30,022 (+7%)

Value$60.0M (-$13.0M)

Filed 2026-11-02

CIBC Asset Management Inc

INCREASED

Shares229,689 from 223,122

Change+6,567 (+3%)

Value$28.3M (+$3.3M)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares146,457 from 109,293

Change+37,164 (+34%)

Value$18.1M (+$5.8M)

Filed 2026-11-04

Guardian Partners Inc.

DECREASED

Shares135,525 from 140,984

Change-5,459 (-4%)

Value$16.7M (+$879.0K)

Filed 2026-10-21

Achmea Investment Management B.V.

NEW

Shares95,044

Change+95,044

Value$11.7M

Filed 2026-10-30

Triasima Portfolio Management inc.

INCREASED

Shares61,265 from 50,745

Change+10,520 (+21%)

Value$7.6M (+$1.9M)

Filed 2026-10-15

Creative Planning

INCREASED

Shares61,185 from 55,365

Change+5,820 (+11%)

Value$7.5M (+$1.3M)

Filed 2026-11-02

Pictet Asset Management Holding SA

DECREASED

Shares58,588 from 65,341

Change-6,753 (-10%)

Value$7.2M (-$113.1K)

Filed 2026-11-03

DekaBank Deutsche Girozentrale

INCREASED

Shares37,870 from 30,782

Change+7,088 (+23%)

Value$4.6M (+$4.6M)

Filed 2026-10-27

Burney Co/

INCREASED

Shares36,916 from 36,824

Change+92 (+0%)

Value$4.5M (+$417.5K)

Filed 2026-10-15

Plancorp, LLC

DECREASED

Shares36,533 from 36,951

Change-418 (-1%)

Value$5.0M (+$476.6K)

Filed 2026-11-03

Azzad Asset Management Inc

INCREASED

Shares34,582 from 34,452

Change+130 (+0%)

Value$4.3M (+$395.9K)

Filed 2026-11-04

111 Capital

NEW

Shares34,366

Change+34,366

Value$4.2M

Filed 2026-11-03

AGF Management LTD

INCREASED

Shares29,314 from 27,870

Change+1,444 (+5%)

Value$3.7M (+$484.9K)

Filed 2026-11-03

Gold Investment Management Ltd.

INCREASED

Shares28,453 from 28,408

Change+45 (+0%)

Value$3.5M (+$310.1K)

Filed 2026-10-19

Beutel, Goodman & Co Ltd.

DECREASED

Shares22,817 from 23,717

Change-900 (-4%)

Value$2.8M (+$150.0K)

Filed 2026-11-04

Vise Technologies, Inc.

INCREASED

Shares22,598 from 19,612

Change+2,986 (+15%)

Value$2.8M (+$583.8K)

Filed 2026-10-29

Swiss Life Asset Management Ltd

DECREASED

Shares22,326 from 29,828

Change-7,502 (-25%)

Value$2.8M (-$590.8K)

Filed 2026-11-03

Quadrant Capital Group LLC

UNCHANGED

Shares17,418 from 17,418

Change0 (0%)

Value$2.2M (+$294.5K)

Filed 2026-10-20

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares17,088 from 2,907

Change+14,181 (+488%)

Value$2.1M (+$1.8M)

Filed 2026-10-16

Principal Financial Group Inc

DECREASED

Shares16,889 from 17,665

Change-776 (-4%)

Value$2.1M (+$98.8K)

Filed 2026-11-02

MFF Capital Investments Ltd

NEW

Shares16,000

Change+16,000

Value$2.0M

Filed 2026-11-05

Klein Pavlis & Peasley Financial, Inc.

INCREASED

Shares15,114 from 9,334

Change+5,780 (+62%)

Value$1.9M (+$814.2K)

Filed 2026-10-13

Genus Capital Management Inc.

DECREASED

Shares13,878 from 30,478

Change-16,600 (-54%)

Value$1.7M (-$1.7M)

Filed 2026-11-04

Gulf International Bank (UK) Ltd

UNCHANGED

Shares12,934 from 12,934

Change0 (0%)

Value$1.6M (+$139.0K)

Filed 2026-10-20

Hara Capital LLC

UNCHANGED

Shares12,330 from 12,330

Change0 (0%)

Value$1.5M (+$136.0K)

Filed 2026-10-30

Fideuram Asset Management (Ireland) dac

INCREASED

Shares12,032 from 10,244

Change+1,788 (+17%)

Value$2.1M (+$407.4K)

Filed 2026-10-29

Blue Trust, Inc.

INCREASED

Shares11,980 from 11,488

Change+492 (+4%)

Value$1.5M (+$187.2K)

Filed 2026-10-15

Searle & Co.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$1.2M (+$110.3K)

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

INCREASED

Shares9,661 from 9,241

Change+420 (+5%)

Value$1.2M (+$153.6K)

Filed 2026-11-03

Atria Investments, Inc

DECREASED

Shares9,040 from 9,321

Change-281 (-3%)

Value$1.1M (+$68.2K)

Filed 2026-10-15

Cidel Asset Management Inc

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$1.1M (+$99.1K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares8,995 from 9,930

Change-935 (-9%)

Value$1.1M (-$5.5K)

Filed 2026-11-02

Patten & Patten Inc

UNCHANGED

Shares8,750 from 8,750

Change0 (0%)

Value$1.1M (+$96.5K)

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares8,589 from 7,851

Change+738 (+9%)

Value$1.1M (+$172.5K)

Filed 2026-11-02

Mraz, Amerine & Associates, Inc.

UNCHANGED

Shares8,435 from 8,435

Change0 (0%)

Value$1.0M (+$93.0K)

Filed 2026-10-30

Fruth Investment Management

UNCHANGED

Shares8,400 from 8,400

Change0 (0%)

Value$1.0K (+$93)

Filed 2026-10-13

Addenda Capital Inc.

INCREASED

Shares8,300 from 2,990

Change+5,310 (+178%)

Value$1.5M (+$976.4K)

Filed 2026-10-13

Signaturefd, LLC

INCREASED

Shares8,107 from 8,084

Change+23 (+0%)

Value$997.5K (+$92.0K)

Filed 2026-10-23

Candriam S.C.A.

INCREASED

Shares7,440 from 2,200

Change+5,240 (+238%)

Value$920.4K (+$673.7K)

Filed 2026-11-03

Pacifica Partners Inc.

UNCHANGED

Shares7,030 from 7,030

Change0 (0%)

Value$868.6K (+$79.3K)

Filed 2026-10-09

Parallel Advisors, LLC

DECREASED

Shares6,974 from 7,028

Change-54 (-1%)

Value$858.1K (+$70.8K)

Filed 2026-11-03

Foundation Resource Management Inc

UNCHANGED

Shares6,945 from 6,945

Change0 (0%)

Value$854.6K (+$76.6K)

Filed 2026-10-19

Kathmere Capital Management, LLC

INCREASED

Shares6,889 from 6,480

Change+409 (+6%)

Value$847.7K (+$121.8K)

Filed 2026-10-20

Fractal Investments LLC

INCREASED

Shares6,610 from 3,710

Change+2,900 (+78%)

Value$813.4K (+$397.8K)

Filed 2026-10-28

First Horizon Corp

UNCHANGED

Shares6,074 from 6,074

Change0 (0%)

Value$747.4K (+$67.0K)

Filed 2026-10-26

D.A. Davidson & Co.

DECREASED

Shares5,804 from 5,868

Change-64 (-1%)

Value$714.3K (+$56.9K)

Filed 2026-10-28

Diversified Enterprises, LLC

UNCHANGED

Shares5,320 from 5,320

Change0 (0%)

Value$654.6K (+$58.7K)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares5,310 from 5,111

Change+199 (+4%)

Value$653.4K (+$80.7K)

Filed 2026-10-08

Financial & Tax Architects, LLC

INCREASED

Shares5,187 from 4,036

Change+1,151 (+29%)

Value$638.3K (+$186.1K)

Filed 2026-10-15

Aprio Wealth Management, LLC

INCREASED

Shares4,890 from 4,689

Change+201 (+4%)

Value$601.7K (+$76.5K)

Filed 2026-10-28

UniSuper Management Pty Ltd

INCREASED

Shares4,888 from 3,488

Change+1,400 (+40%)

Value$855.4K (+$299.9K)

Filed 2026-10-26

Meixler Investment Management, Ltd.

DECREASED

Shares4,711 from 5,263

Change-552 (-10%)

Value$579.7K (-$9.9K)

Filed 2026-11-03

Baker Ellis Asset Management LLC

INCREASED

Shares4,600 from 4,450

Change+150 (+3%)

Value$566.0K (+$67.5K)

Filed 2026-10-14

Lido Advisors, LLC

INCREASED

Shares4,543 from 4,399

Change+144 (+3%)

Value$559.1K (+$63.9K)

Filed 2026-11-04

Stirlingshire Investments, Inc.

INCREASED

Shares4,385 from 4,311

Change+74 (+2%)

Value$542.2K (+$57.7K)

Filed 2026-11-05

Beaumont Financial Advisors, LLC

NEW

Shares4,224

Change+4,224

Value$519.7K

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,147 from 3,719

Change+428 (+12%)

Value$509.2K (+$61.0K)

Filed 2026-10-13

Imc-Chicago, LLC

INCREASED

Shares4,143 from 3,117

Change+1,026 (+33%)

Value$509.8K (+$160.6K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares3,957 from 5,326

Change-1,369 (-26%)

Value$486.9K (-$109.7K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

INCREASED

Shares3,899 from 3,206

Change+693 (+22%)

Value$479.8K (+$120.6K)

Filed 2026-10-29

Wealth Architects, LLC

DECREASED

Shares3,838 from 3,971

Change-133 (-3%)

Value$472.3K (+$27.4K)

Filed 2026-11-03

Baron Wealth Management LLC

DECREASED

Shares3,769 from 4,024

Change-255 (-6%)

Value$463.8K (+$13.0K)

Filed 2026-10-27

State of Wyoming

INCREASED

Shares3,329 from 1,780

Change+1,549 (+87%)

Value$410.0K (+$210.2K)

Filed 2026-10-28

Canopy Partners, LLC

UNCHANGED

Shares3,303 from 3,303

Change0 (0%)

Value$406.4K (+$36.4K)

Filed 2026-10-28

Ethic Inc.

NEW

Shares3,264

Change+3,264

Value$401.6K

Filed 2026-11-03

D'Orazio & Associates, Inc.

INCREASED

Shares3,159 from 3,148

Change+11 (+0%)

Value$388.7K (+$36.1K)

Filed 2026-11-04

Rempart Asset Management Inc.

UNCHANGED

Shares3,050 from 3,050

Change0 (0%)

Value$341.8K ($0)

Filed 2026-10-20

Continuum Wealth Advisors, LLC

UNCHANGED

Shares2,950 from 2,950

Change0 (0%)

Value$363.0K (+$32.5K)

Filed 2026-10-20

Corps Capital Advisors, LLC

UNCHANGED

Shares2,900 from 2,900

Change0 (0%)

Value$356.8K (+$32.0K)

Filed 2026-11-05

Henry James International Management Inc.

DECREASED

Shares2,881 from 2,900

Change-19 (-1%)

Value$354.5K (+$29.6K)

Filed 2026-10-14

Generali Asset Management SPA SGR

INCREASED

Shares2,810 from 2,707

Change+103 (+4%)

Value$491.8K (+$60.6K)

Filed 2026-10-26

PDS Planning, Inc

DECREASED

Shares2,802 from 2,804

Change-2 (0%)

Value$344.8K (+$30.7K)

Filed 2026-11-03

Cigna Investments Inc

UNCHANGED

Shares2,701 from 2,701

Change0 (0%)

Value$333.0K (+$30.0K)

Filed 2026-10-19

Apella Capital, LLC

NEW

Shares2,512

Change+2,512

Value$299.6K

Filed 2026-10-08

Contravisory Investment Management, Inc.

DECREASED

Shares2,484 from 2,599

Change-115 (-4%)

Value$305.7K (+$14.5K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

DECREASED

Shares2,434 from 2,516

Change-82 (-3%)

Value$299.5K (+$17.7K)

Filed 2026-11-04

Olympiad Research LP

NEW

Shares2,428

Change+2,428

Value$298.8K

Filed 2026-11-04

Mirador Capital Partners LP

UNCHANGED

Shares2,322 from 2,322

Change0 (0%)

Value$285.7K (+$25.6K)

Filed 2026-10-09

Argyle Capital Management, LLC

UNCHANGED

Shares2,200 from 2,200

Change0 (0%)

Value$270.7K (+$24.3K)

Filed 2026-10-28

Ascent Group, LLC

DECREASED

Shares2,186 from 2,203

Change-17 (-1%)

Value$269.0K (+$22.2K)

Filed 2026-10-30

Angeles Wealth Management, LLC

DECREASED

Shares2,120 from 2,144

Change-24 (-1%)

Value$262.2K (+$20.7K)

Filed 2026-10-26

J. Safra Sarasin Holding AG

DECREASED

Shares1,953 from 4,474

Change-2,521 (-56%)

Value$240.7K (-$11.3K)

Filed 2026-10-26

Nicholas Hoffman & Company, Llc.

UNCHANGED

Shares1,901 from 1,901

Change0 (0%)

Value$233.9K (+$21.0K)

Filed 2026-10-30

Evergreen Capital Management LLC

DECREASED

Shares1,888 from 1,944

Change-56 (-3%)

Value$233.5K (+$14.5K)

Filed 2026-10-23

Hanson & Doremus Investment Management

UNCHANGED

Shares1,822 from 1,822

Change0 (0%)

Value$224 (-$203.8K)

Filed 2026-10-16

Sanders Morris Harris LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$221.1K (+$19.5K)

Filed 2026-10-14

Safir Wealth Advisors, LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$221.5K (+$19.9K)

Filed 2026-10-16

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$221.5K (+$19.9K)

Filed 2026-10-23

Breakwater Capital Group

NEW

Shares1,782

Change+1,782

Value$219.3K

Filed 2026-10-09

Venture Visionary Partners LLC

NEW

Shares1,770

Change+1,770

Value$217.8K

Filed 2026-10-07

Stronghold Wealth Management L.L.C.

NEW

Shares1,711

Change+1,711

Value$210.5K

Filed 2026-10-16

Keybank National Association

NEW

Shares1,702

Change+1,702

Value$209.4K

Filed 2026-11-04

Lazari Capital Management, Inc.

NEW

Shares1,665

Change+1,665

Value$204.9K

Filed 2026-10-20

Brighton Jones LLC

NEW

Shares1,651

Change+1,651

Value$203.2K

Filed 2026-11-03

Oakworth Capital, Inc.

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$160.0K (+$14.3K)

Filed 2026-10-26

Cromwell Holdings LLC

UNCHANGED

Shares1,141 from 1,141

Change0 (0%)

Value$141.1K (+$12.6K)

Filed 2026-10-28

Eastern Bank

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$123.1K (+$11.0K)

Filed 2026-10-05

Simplex Trading, LLC

DECREASED

Shares961 from 1,291

Change-330 (-26%)

Value$118.3K (-$26.4K)

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares924 from 954

Change-30 (-3%)

Value$113.7K (+$6.8K)

Filed 2026-10-08

Washington Trust Advisors, Inc.

UNCHANGED

Shares780 from 780

Change0 (0%)

Value$96.0K (+$8.6K)

Filed 2026-10-22

Spire Wealth Management

INCREASED

Shares737 from 735

Change+2 (+0%)

Value$90.7K (+$8.4K)

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares689 from 657

Change+32 (+5%)

Value$84.8K (+$11.2K)

Filed 2026-10-21

Westside Investment Management, Inc.

UNCHANGED

Shares426 from 426

Change0 (0%)

Value$53.5K (+$5.8K)

Filed 2026-11-02

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares352 from 348

Change+4 (+1%)

Value$43.3K (+$4.3K)

Filed 2026-10-05

PFS Partners, LLC

INCREASED

Shares301 from 300

Change+1 (+0%)

Value$37.1K (+$3.5K)

Filed 2026-10-21

Mondrian Investment Partners LTD

UNCHANGED

Shares281 from 281

Change0 (0%)

Value$49.2K (+$4.4K)

Filed 2026-10-23

Sawyer & Company, Inc

UNCHANGED

Shares222 from 222

Change0 (0%)

Value$27.3K (+$2.4K)

Filed 2026-10-21

Larson Financial Group LLC

INCREASED

Shares182 from 50

Change+132 (+264%)

Value$22.4K (+$16.8K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares158

Change+158

Value$19.4K

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares149 from 149

Change0 (0%)

Value$18.3K (+$1.6K)

Filed 2026-10-27

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$14.3K (+$1.3K)

Filed 2026-10-07

Financial Consulate, Inc

DECREASED

Shares93 from 97

Change-4 (-4%)

Value$11.5K (+$578)

Filed 2026-10-23

JFS Wealth Advisors, LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$10.7K (+$960)

Filed 2026-11-03

Montag A & Associates Inc

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$10.3K (+$915)

Filed 2026-10-29

Gen-Wealth Partners Inc

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$8.9K (+$795)

Filed 2026-11-04

Mather Group, Llc.

INCREASED

Shares68 from 56

Change+12 (+21%)

Value$8.4K (+$2.1K)

Filed 2026-10-14

Parkside Financial Bank & Trust

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$8.4K (+$750)

Filed 2026-10-27

Brown, Lisle Ings, Inc.

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$7.6K (+$684)

Filed 2026-10-16

Bell Investment Advisors, Inc

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$6.9K (+$617)

Filed 2026-10-29

FNY Investment Advisers, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$6 (+$1)

Filed 2026-10-16

Toth Financial Advisory Corp

NEW

Shares48

Change+48

Value$5.9K

Filed 2026-10-08

Rossby Financial, LCC

NEW

Shares44

Change+44

Value$5.4K

Filed 2026-11-05

TD Private Client Wealth LLC

INCREASED

Shares41 from 23

Change+18 (+78%)

Value$5.0K (+$2.5K)

Filed 2026-10-28

Private Trust Co NA

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$4.9K (+$441)

Filed 2026-10-20

North Star Investment Management Corp.

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$4.8K (+$430)

Filed 2026-10-27

SBI Securities Co., Ltd.

INCREASED

Shares37 from 1

Change+36 (+3600%)

Value$4.6K (+$4.4K)

Filed 2026-10-22

Bare Financial Services, Inc

DECREASED

Shares33 from 34

Change-1 (-3%)

Value$4.1K (+$253)

Filed 2026-11-04

True Wealth Design, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$3.7K (+$331)

Filed 2026-10-13

Physician Wealth Advisors, Inc.

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$3.6K (+$320)

Filed 2026-10-20

Abound Wealth Management

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$3.1K (+$277)

Filed 2026-10-26

Trifecta Capital Advisors, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$2.8K (+$254)

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares18

Change+18

Value$2.2K

Filed 2026-10-30

Evolution Wealth Management Inc.

NEW

Shares16

Change+16

Value$2.0K

Filed 2026-10-28

Jnba Financial Advisors

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.0K (+$176)

Filed 2026-11-03

Ascentis Wealth Management, LLC

NEW

Shares14

Change+14

Value$1.7K

Filed 2026-11-03

Center for Financial Planning, Inc.

NEW

Shares11

Change+11

Value$1.4K

Filed 2026-10-26

Gamma Investing LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.4K (+$122)

Filed 2026-10-08

Godsey & Gibb, Inc

NEW

Shares8

Change+8

Value$985

Filed 2026-10-14

Nvest Wealth Strategies, Inc.

INCREASED

Shares8 from 4

Change+4 (+100%)

Value$986 (+$537)

Filed 2026-10-14

Mosley Wealth Management

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$1.0K (+$141)

Filed 2026-10-16

StrongBox Wealth, LLC

NEW

Shares7

Change+7

Value$861

Filed 2026-11-02

Clark Wealth Partners

NEW

Shares7

Change+7

Value$866

Filed 2026-10-19

Albion Financial Group

NEW

Shares7

Change+7

Value$907

Filed 2026-10-21

Decker Retirement Planning Inc.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$876 (+$78)

Filed 2026-10-19

Highline Wealth Partners LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$492 (+$44)

Filed 2026-10-19

Nemes Rush Group LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$492 (+$44)

Filed 2026-11-04

MV Capital Management, Inc.

NEW

Shares3

Change+3

Value$370

Filed 2026-10-29

Meriwether Wealth & Planning, LLC

NEW

Shares3

Change+3

Value$369

Filed 2026-10-13

Tounjian Advisory Partners, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$84 (+$8)

Filed 2026-11-04

Lloyd Advisory Services, Llc.

NEW

Shares0

Change0

Value$37

Filed 2026-11-02

QV Investors Inc.

CLOSED

Shares0 from 156,597

Change-156,597 (-100%)

Value$0 (-$17.6M)

Filed 2026-10-20

Indivisible Partners

CLOSED

Shares0 from 8,843

Change-8,843 (-100%)

Value$0 (-$990.6K)

Filed 2026-10-26

Tabr Capital Management, LLC

CLOSED

Shares0 from 3,143

Change-3,143 (-100%)

Value$0 (-$352.1K)

Filed 2026-10-20

Waters Parkerson & Co., LLC

CLOSED

Shares0 from 2,710

Change-2,710 (-100%)

Value$0 (-$303.6K)

Filed 2026-11-04

Mission Wealth Management, LP

CLOSED

Shares0 from 2,066

Change-2,066 (-100%)

Value$0 (-$231.4K)

Filed 2026-10-15

Crossmark Global Holdings, Inc.

CLOSED

Shares0 from 1,811

Change-1,811 (-100%)

Value$0 (-$202.9K)

Filed 2026-10-21

AdvisorNet Financial, Inc

CLOSED

Shares0 from 575

Change-575 (-100%)

Value$0 (-$64.4K)

Filed 2026-10-15

Asset Dedication, LLC

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$10.0K)

Filed 2026-11-03

Moisand Fitzgerald Tamayo, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$6.7K)

Filed 2026-10-15

Kelleher Financial Advisors

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-30

CKW Financial Group

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$1)

Filed 2026-10-29

Cornerstone Planning Group LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$503)

Filed 2026-10-16

Halbert Hargrove Global Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$97)

Filed 2026-10-16

FMR LLC

N/A

Shares— from 52,762,117

Change-52,762,117 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 13,590,697

Change-13,590,697 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 10,649,913

Change-10,649,913 (-100%)

Value—

FIL Ltd

N/A

Shares— from 5,110,625

Change-5,110,625 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,972,048

Change-3,972,048 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,836,380

Change-3,836,380 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,592,655

Change-3,592,655 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 3,060,928

Change-3,060,928 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,807,722

Change-2,807,722 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,721,476

Change-1,721,476 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,571,125

Change-1,571,125 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,362,053

Change-1,362,053 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,212,319

Change-1,212,319 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,147,483

Change-1,147,483 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,121,868

Change-1,121,868 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 1,089,379

Change-1,089,379 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 1,052,335

Change-1,052,335 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 818,361

Change-818,361 (-100%)

Value—

Barclays PLC

N/A

Shares— from 663,596

Change-663,596 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 653,857

Change-653,857 (-100%)

Value—

Amundi

N/A

Shares— from 595,574

Change-595,574 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 576,667

Change-576,667 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 553,952

Change-553,952 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 539,054

Change-539,054 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 526,438

Change-526,438 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 520,844

Change-520,844 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 473,146

Change-473,146 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 468,876

Change-468,876 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 409,538

Change-409,538 (-100%)

Value—

Fiera Capital Corp

N/A

Shares— from 313,781

Change-313,781 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 301,106

Change-301,106 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 283,586

Change-283,586 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 279,074

Change-279,074 (-100%)

Value—

AustralianSuper Pty Ltd

N/A

Shares— from 251,388

Change-251,388 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 248,872

Change-248,872 (-100%)

Value—

British Columbia Investment Management Corp

N/A

Shares— from 230,701

Change-230,701 (-100%)

Value—

Capital Wealth Planning, LLC

N/A

Shares— from 227,592

Change-227,592 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 225,044

Change-225,044 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 220,337

Change-220,337 (-100%)

Value—

Bank of New York Mellon Corp

N/A

Shares— from 214,703

Change-214,703 (-100%)

Value—

Mufg Securities (Canada), Ltd.

N/A

Shares— from 212,062

Change-212,062 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 209,510

Change-209,510 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 205,498

Change-205,498 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 183,650

Change-183,650 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 181,210

Change-181,210 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 167,114

Change-167,114 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 163,907

Change-163,907 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 160,774

Change-160,774 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 158,004

Change-158,004 (-100%)

Value—

Aviva PLC

N/A

Shares— from 146,211

Change-146,211 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 144,259

Change-144,259 (-100%)

Value—

Waratah Capital Advisors Ltd.

N/A

Shares— from 138,623

Change-138,623 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 135,360

Change-135,360 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 134,785

Change-134,785 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 131,539

Change-131,539 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 123,262

Change-123,262 (-100%)

Value—

SIR Capital Management, L.P.

N/A

Shares— from 119,300

Change-119,300 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 109,497

Change-109,497 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 107,133

Change-107,133 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 104,858

Change-104,858 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 103,933

Change-103,933 (-100%)

Value—

Guinness Asset Management LTD

N/A

Shares— from 102,697

Change-102,697 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 100,423

Change-100,423 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 99,082

Change-99,082 (-100%)

Value—

Royal London Asset Management LTD

N/A

Shares— from 97,924

Change-97,924 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 96,462

Change-96,462 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 92,062

Change-92,062 (-100%)

Value—

Aventail Capital Group, LP

N/A

Shares— from 90,600

Change-90,600 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 85,254

Change-85,254 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 73,762

Change-73,762 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 73,056

Change-73,056 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 70,197

Change-70,197 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 69,595

Change-69,595 (-100%)

Value—

Barometer Capital Management Inc.

N/A

Shares— from 68,070

Change-68,070 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 67,035

Change-67,035 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 66,021

Change-66,021 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 63,769

Change-63,769 (-100%)

Value—

Korea Investment Corp

N/A

Shares— from 61,924

Change-61,924 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 60,695

Change-60,695 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 59,019

Change-59,019 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 55,800

Change-55,800 (-100%)

Value—

Ritholtz Wealth Management

N/A

Shares— from 54,350

Change-54,350 (-100%)

Value—

Turas Capital Management LP

N/A

Shares— from 53,900

Change-53,900 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 52,834

Change-52,834 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 47,942

Change-47,942 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 47,465

Change-47,465 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 46,800

Change-46,800 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 45,356

Change-45,356 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 44,934

Change-44,934 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 40,581

Change-40,581 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 39,843

Change-39,843 (-100%)

Value—

Investment Management Corp of Ontario

N/A

Shares— from 37,071

Change-37,071 (-100%)

Value—

Maryland State Retirement & Pension System

N/A

Shares— from 32,977

Change-32,977 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 32,894

Change-32,894 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 32,293

Change-32,293 (-100%)

Value—

Lansforsakringar Fondforvaltning AB (publ)

N/A

Shares— from 31,778

Change-31,778 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 30,411

Change-30,411 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 27,705

Change-27,705 (-100%)

Value—

Omers Administration Corp

N/A

Shares— from 27,396

Change-27,396 (-100%)

Value—

Guardian Capital LP

N/A

Shares— from 24,653

Change-24,653 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 23,370

Change-23,370 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 23,235

Change-23,235 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 22,451

Change-22,451 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 22,095

Change-22,095 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 20,250

Change-20,250 (-100%)

Value—

Thrivent Financial for Lutherans

N/A

Shares— from 19,504

Change-19,504 (-100%)

Value—

Murchinson Ltd.

N/A

Shares— from 17,512

Change-17,512 (-100%)

Value—

Anson Funds Management LPA

N/A

Shares— from 17,200

Change-17,200 (-100%)

Value—

Lester Murray Antman dba SimplyRich

N/A

Shares— from 17,166

Change-17,166 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 16,860

Change-16,860 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 16,151

Change-16,151 (-100%)

Value—

SIG North Trading, ULC

N/A

Shares— from 16,058

Change-16,058 (-100%)

Value—

US Bancorp \de\

N/A

Shares— from 15,516

Change-15,516 (-100%)

Value—

USS Investment Management Ltd

N/A

Shares— from 14,827

Change-14,827 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 14,522

Change-14,522 (-100%)

Value—

Woodbridge Co LTD

N/A

Shares— from 13,809

Change-13,809 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 13,613

Change-13,613 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 13,326

Change-13,326 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 13,276

Change-13,276 (-100%)

Value—

Mediolanum International Funds Ltd

N/A

Shares— from 12,954

Change-12,954 (-100%)

Value—

Utah Retirement Systems

N/A

Shares— from 12,911

Change-12,911 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,885

Change-12,885 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 12,116

Change-12,116 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 11,840

Change-11,840 (-100%)

Value—

Chelsea Counsel Co

N/A

Shares— from 11,839

Change-11,839 (-100%)

Value—

Stephens Inc

N/A

Shares— from 11,656

Change-11,656 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 11,444

Change-11,444 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 10,998

Change-10,998 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,758

Change-10,758 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 10,617

Change-10,617 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 10,508

Change-10,508 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 10,451

Change-10,451 (-100%)

Value—

Fortress Private Ledger, LLC

N/A

Shares— from 10,432

Change-10,432 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,306

Change-10,306 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 10,283

Change-10,283 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 10,137

Change-10,137 (-100%)

Value—

Texas Capital Bank Wealth Management Services Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 9,263

Change-9,263 (-100%)

Value—

Westerkirk Capital Inc.

N/A

Shares— from 8,220

Change-8,220 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 8,215

Change-8,215 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 8,089

Change-8,089 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 7,745

Change-7,745 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 7,724

Change-7,724 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,501

Change-7,501 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 7,432

Change-7,432 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 7,260

Change-7,260 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 7,064

Change-7,064 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 7,042

Change-7,042 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 7,041

Change-7,041 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 6,851

Change-6,851 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,822

Change-6,822 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 6,763

Change-6,763 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,712

Change-6,712 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 6,607

Change-6,607 (-100%)

Value—

Private Advisory Group LLC

N/A

Shares— from 6,433

Change-6,433 (-100%)

Value—

Qtron Investments LLC

N/A

Shares— from 6,356

Change-6,356 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 6,249

Change-6,249 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,010

Change-6,010 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 5,779

Change-5,779 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,213

Change-5,213 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,020

Change-5,020 (-100%)

Value—

Chou Associates Management Inc.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,851

Change-4,851 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 4,631

Change-4,631 (-100%)

Value—

Lombard Odier Asset Management (Switzerland) SA

N/A

Shares— from 4,460

Change-4,460 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 4,441

Change-4,441 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 4,427

Change-4,427 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,405

Change-4,405 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,193

Change-4,193 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 4,126

Change-4,126 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 4,066

Change-4,066 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 4,017

Change-4,017 (-100%)

Value—

Guinness Atkinson Asset Management Inc

N/A

Shares— from 3,991

Change-3,991 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 3,971

Change-3,971 (-100%)

Value—

Holistic Financial Partners

N/A

Shares— from 3,954

Change-3,954 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 3,825

Change-3,825 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,816

Change-3,816 (-100%)

Value—

Worldquant Millennium Advisors LLC

N/A

Shares— from 3,740

Change-3,740 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 3,723

Change-3,723 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,719

Change-3,719 (-100%)

Value—

BCV Asset Management Inc.

N/A

Shares— from 3,554

Change-3,554 (-100%)

Value—

Baader Bank Aktiengesellschaft

N/A

Shares— from 3,303

Change-3,303 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 3,062

Change-3,062 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,032

Change-3,032 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 2,995

Change-2,995 (-100%)

Value—

Wilkinson Global Asset Management LLC

N/A

Shares— from 2,695

Change-2,695 (-100%)

Value—

Compound Planning, Inc.

N/A

Shares— from 2,680

Change-2,680 (-100%)

Value—

Legacy Capital Group California, Inc.

N/A

Shares— from 2,575

Change-2,575 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 2,530

Change-2,530 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 2,477

Change-2,477 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

&partners

N/A

Shares— from 2,220

Change-2,220 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,142

Change-2,142 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 2,141

Change-2,141 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 2,138

Change-2,138 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 2,115

Change-2,115 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,043

Change-2,043 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 2,037

Change-2,037 (-100%)

Value—

Meeder Advisory Services, Inc.

N/A

Shares— from 2,028

Change-2,028 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 1,987

Change-1,987 (-100%)

Value—

Cumberland Partners Ltd

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 1,962

Change-1,962 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 1,950

Change-1,950 (-100%)

Value—

Wimmer Associates 1, LLC

N/A

Shares— from 1,935

Change-1,935 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,928

Change-1,928 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,883

Change-1,883 (-100%)

Value—

Jefferies Financial Group Inc.

N/A

Shares— from 1,882

Change-1,882 (-100%)

Value—

Natixis

N/A

Shares— from 1,860

Change-1,860 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 1,840

Change-1,840 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 1,838

Change-1,838 (-100%)

Value—

Citizens & Northern Corp

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 1,796

Change-1,796 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 1,754

Change-1,754 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,657

Change-1,657 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 1,425

Change-1,425 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,358

Change-1,358 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,311

Change-1,311 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Siemens Fonds Invest GmbH

N/A

Shares— from 1,224

Change-1,224 (-100%)

Value—

Corient IA LP

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 879

Change-879 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 873

Change-873 (-100%)

Value—

Tacita Capital Inc

N/A

Shares— from 856

Change-856 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 630

Change-630 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 619

Change-619 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 551

Change-551 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 502

Change-502 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 376

Change-376 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 328

Change-328 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 310

Change-310 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Towarzystwo Funduszy Inwestycyjnych PZU SA

N/A

Shares— from 300

Change-300 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 287

Change-287 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 266

Change-266 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 261

Change-261 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 174

Change-174 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 168

Change-168 (-100%)

Value—

BNP Paribas

N/A

Shares— from 162

Change-162 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 155

Change-155 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 124

Change-124 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 111

Change-111 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 91

Change-91 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 86

Change-86 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 64

Change-64 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Central Trust Co

N/A

Shares— from 31

Change-31 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 7

Change-7 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 6

Change-6 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 1

Change-1 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 0

Change0

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 0

Change0

Value—

	Status
TD Waterhouse Canada Inc.	INCREASED	734,540	711,032	+23,508	+3%	$79.0M	$91.0M	+$12.0M	2026-10-16
Dimensional Fund Advisors LP	DECREASED	698,788	741,411	-42,623	-6%	$83.1M	$86.0M	+$2.9M	2026-11-04
MacKenzie Financial Corp	INCREASED	488,312	458,290	+30,022	+7%	$73.0M	$60.0M	-$13.0M	2026-11-02
CIBC Asset Management Inc	INCREASED	229,689	223,122	+6,567	+3%	$25.0M	$28.3M	+$3.3M	2026-11-05
Citigroup Inc	INCREASED	146,457	109,293	+37,164	+34%	$12.3M	$18.1M	+$5.8M	2026-11-04
Guardian Partners Inc.	DECREASED	135,525	140,984	-5,459	-4%	$15.8M	$16.7M	+$879.0K	2026-10-21
Achmea Investment Management B.V.	NEW	95,044	—	+95,044	—	—	$11.7M	—	2026-10-30
Triasima Portfolio Management inc.	INCREASED	61,265	50,745	+10,520	+21%	$5.7M	$7.6M	+$1.9M	2026-10-15
Creative Planning	INCREASED	61,185	55,365	+5,820	+11%	$6.2M	$7.5M	+$1.3M	2026-11-02
Pictet Asset Management Holding SA	DECREASED	58,588	65,341	-6,753	-10%	$7.3M	$7.2M	-$113.1K	2026-11-03
DekaBank Deutsche Girozentrale	INCREASED	37,870	30,782	+7,088	+23%	$4.0K	$4.6M	+$4.6M	2026-10-27
Burney Co/	INCREASED	36,916	36,824	+92	+0%	$4.1M	$4.5M	+$417.5K	2026-10-15
Plancorp, LLC	DECREASED	36,533	36,951	-418	-1%	$4.6M	$5.0M	+$476.6K	2026-11-03
Azzad Asset Management Inc	INCREASED	34,582	34,452	+130	+0%	$3.9M	$4.3M	+$395.9K	2026-11-04
111 Capital	NEW	34,366	—	+34,366	—	—	$4.2M	—	2026-11-03
AGF Management LTD	INCREASED	29,314	27,870	+1,444	+5%	$3.2M	$3.7M	+$484.9K	2026-11-03
Gold Investment Management Ltd.	INCREASED	28,453	28,408	+45	+0%	$3.2M	$3.5M	+$310.1K	2026-10-19
Beutel, Goodman & Co Ltd.	DECREASED	22,817	23,717	-900	-4%	$2.7M	$2.8M	+$150.0K	2026-11-04
Vise Technologies, Inc.	INCREASED	22,598	19,612	+2,986	+15%	$2.2M	$2.8M	+$583.8K	2026-10-29
Swiss Life Asset Management Ltd	DECREASED	22,326	29,828	-7,502	-25%	$3.3M	$2.8M	-$590.8K	2026-11-03
Quadrant Capital Group LLC	UNCHANGED	17,418	17,418	0	0%	$2.0M	$2.2M	+$294.5K	2026-10-20
Y-Intercept (Hong Kong) Ltd	INCREASED	17,088	2,907	+14,181	+488%	$325.6K	$2.1M	+$1.8M	2026-10-16
Principal Financial Group Inc	DECREASED	16,889	17,665	-776	-4%	$2.0M	$2.1M	+$98.8K	2026-11-02
MFF Capital Investments Ltd	NEW	16,000	—	+16,000	—	—	$2.0M	—	2026-11-05
Klein Pavlis & Peasley Financial, Inc.	INCREASED	15,114	9,334	+5,780	+62%	$1.0M	$1.9M	+$814.2K	2026-10-13
Genus Capital Management Inc.	DECREASED	13,878	30,478	-16,600	-54%	$3.4M	$1.7M	-$1.7M	2026-11-04
Gulf International Bank (UK) Ltd	UNCHANGED	12,934	12,934	0	0%	$1.5M	$1.6M	+$139.0K	2026-10-20
Hara Capital LLC	UNCHANGED	12,330	12,330	0	0%	$1.4M	$1.5M	+$136.0K	2026-10-30
Fideuram Asset Management (Ireland) dac	INCREASED	12,032	10,244	+1,788	+17%	$1.7M	$2.1M	+$407.4K	2026-10-29
Blue Trust, Inc.	INCREASED	11,980	11,488	+492	+4%	$1.3M	$1.5M	+$187.2K	2026-10-15
Searle & Co.	UNCHANGED	10,000	10,000	0	0%	$1.1M	$1.2M	+$110.3K	2026-11-04
Ashton Thomas Private Wealth, LLC	INCREASED	9,661	9,241	+420	+5%	$1.0M	$1.2M	+$153.6K	2026-11-03
Atria Investments, Inc	DECREASED	9,040	9,321	-281	-3%	$1.0M	$1.1M	+$68.2K	2026-10-15
Cidel Asset Management Inc	UNCHANGED	9,000	9,000	0	0%	$1.0M	$1.1M	+$99.1K	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	8,995	9,930	-935	-9%	$1.1M	$1.1M	-$5.5K	2026-11-02
Patten & Patten Inc	UNCHANGED	8,750	8,750	0	0%	$980.2K	$1.1M	+$96.5K	2026-10-26
Kestra Advisory Services, LLC	INCREASED	8,589	7,851	+738	+9%	$884.4K	$1.1M	+$172.5K	2026-11-02
Mraz, Amerine & Associates, Inc.	UNCHANGED	8,435	8,435	0	0%	$944.9K	$1.0M	+$93.0K	2026-10-30
Fruth Investment Management	UNCHANGED	8,400	8,400	0	0%	$940	$1.0K	+$93	2026-10-13
Addenda Capital Inc.	INCREASED	8,300	2,990	+5,310	+178%	$478.9K	$1.5M	+$976.4K	2026-10-13
Signaturefd, LLC	INCREASED	8,107	8,084	+23	+0%	$905.5K	$997.5K	+$92.0K	2026-10-23
Candriam S.C.A.	INCREASED	7,440	2,200	+5,240	+238%	$246.7K	$920.4K	+$673.7K	2026-11-03
Pacifica Partners Inc.	UNCHANGED	7,030	7,030	0	0%	$789.3K	$868.6K	+$79.3K	2026-10-09
Parallel Advisors, LLC	DECREASED	6,974	7,028	-54	-1%	$787.3K	$858.1K	+$70.8K	2026-11-03
Foundation Resource Management Inc	UNCHANGED	6,945	6,945	0	0%	$778.0K	$854.6K	+$76.6K	2026-10-19
Kathmere Capital Management, LLC	INCREASED	6,889	6,480	+409	+6%	$725.9K	$847.7K	+$121.8K	2026-10-20
Fractal Investments LLC	INCREASED	6,610	3,710	+2,900	+78%	$415.6K	$813.4K	+$397.8K	2026-10-28
First Horizon Corp	UNCHANGED	6,074	6,074	0	0%	$680.4K	$747.4K	+$67.0K	2026-10-26
D.A. Davidson & Co.	DECREASED	5,804	5,868	-64	-1%	$657.4K	$714.3K	+$56.9K	2026-10-28
Diversified Enterprises, LLC	UNCHANGED	5,320	5,320	0	0%	$595.9K	$654.6K	+$58.7K	2026-10-19
Farther Finance Advisors, LLC	INCREASED	5,310	5,111	+199	+4%	$572.7K	$653.4K	+$80.7K	2026-10-08
Financial & Tax Architects, LLC	INCREASED	5,187	4,036	+1,151	+29%	$452.1K	$638.3K	+$186.1K	2026-10-15
Aprio Wealth Management, LLC	INCREASED	4,890	4,689	+201	+4%	$525.3K	$601.7K	+$76.5K	2026-10-28
UniSuper Management Pty Ltd	INCREASED	4,888	3,488	+1,400	+40%	$555.5K	$855.4K	+$299.9K	2026-10-26
Meixler Investment Management, Ltd.	DECREASED	4,711	5,263	-552	-10%	$589.6K	$579.7K	-$9.9K	2026-11-03
Baker Ellis Asset Management LLC	INCREASED	4,600	4,450	+150	+3%	$498.5K	$566.0K	+$67.5K	2026-10-14
Lido Advisors, LLC	INCREASED	4,543	4,399	+144	+3%	$495.2K	$559.1K	+$63.9K	2026-11-04
Stirlingshire Investments, Inc.	INCREASED	4,385	4,311	+74	+2%	$484.5K	$542.2K	+$57.7K	2026-11-05
Beaumont Financial Advisors, LLC	NEW	4,224	—	+4,224	—	—	$519.7K	—	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	4,147	3,719	+428	+12%	$448.2K	$509.2K	+$61.0K	2026-10-13
Imc-Chicago, LLC	INCREASED	4,143	3,117	+1,026	+33%	$349.2K	$509.8K	+$160.6K	2026-11-05
IFP Advisors, Inc	DECREASED	3,957	5,326	-1,369	-26%	$596.6K	$486.9K	-$109.7K	2026-10-16
Caitong International Asset Management Co., Ltd	INCREASED	3,899	3,206	+693	+22%	$359.1K	$479.8K	+$120.6K	2026-10-29
Wealth Architects, LLC	DECREASED	3,838	3,971	-133	-3%	$444.8K	$472.3K	+$27.4K	2026-11-03
Baron Wealth Management LLC	DECREASED	3,769	4,024	-255	-6%	$450.7K	$463.8K	+$13.0K	2026-10-27
State of Wyoming	INCREASED	3,329	1,780	+1,549	+87%	$199.8K	$410.0K	+$210.2K	2026-10-28
Canopy Partners, LLC	UNCHANGED	3,303	3,303	0	0%	$370.0K	$406.4K	+$36.4K	2026-10-28
Ethic Inc.	NEW	3,264	—	+3,264	—	—	$401.6K	—	2026-11-03
D'Orazio & Associates, Inc.	INCREASED	3,159	3,148	+11	+0%	$352.6K	$388.7K	+$36.1K	2026-11-04
Rempart Asset Management Inc.	UNCHANGED	3,050	3,050	0	0%	$341.8K	$341.8K	$0	2026-10-20
Continuum Wealth Advisors, LLC	UNCHANGED	2,950	2,950	0	0%	$330.5K	$363.0K	+$32.5K	2026-10-20
Corps Capital Advisors, LLC	UNCHANGED	2,900	2,900	0	0%	$324.9K	$356.8K	+$32.0K	2026-11-05
Henry James International Management Inc.	DECREASED	2,881	2,900	-19	-1%	$324.9K	$354.5K	+$29.6K	2026-10-14
Generali Asset Management SPA SGR	INCREASED	2,810	2,707	+103	+4%	$431.1K	$491.8K	+$60.6K	2026-10-26
PDS Planning, Inc	DECREASED	2,802	2,804	-2	0%	$314.1K	$344.8K	+$30.7K	2026-11-03
Cigna Investments Inc	UNCHANGED	2,701	2,701	0	0%	$303.0K	$333.0K	+$30.0K	2026-10-19
Apella Capital, LLC	NEW	2,512	—	+2,512	—	—	$299.6K	—	2026-10-08
Contravisory Investment Management, Inc.	DECREASED	2,484	2,599	-115	-4%	$291.1K	$305.7K	+$14.5K	2026-10-13
EverSource Wealth Advisors, LLC	DECREASED	2,434	2,516	-82	-3%	$281.8K	$299.5K	+$17.7K	2026-11-04
Olympiad Research LP	NEW	2,428	—	+2,428	—	—	$298.8K	—	2026-11-04
Mirador Capital Partners LP	UNCHANGED	2,322	2,322	0	0%	$260.1K	$285.7K	+$25.6K	2026-10-09
Argyle Capital Management, LLC	UNCHANGED	2,200	2,200	0	0%	$246.4K	$270.7K	+$24.3K	2026-10-28
Ascent Group, LLC	DECREASED	2,186	2,203	-17	-1%	$246.8K	$269.0K	+$22.2K	2026-10-30
Angeles Wealth Management, LLC	DECREASED	2,120	2,144	-24	-1%	$241.5K	$262.2K	+$20.7K	2026-10-26
J. Safra Sarasin Holding AG	DECREASED	1,953	4,474	-2,521	-56%	$252.0K	$240.7K	-$11.3K	2026-10-26
Nicholas Hoffman & Company, Llc.	UNCHANGED	1,901	1,901	0	0%	$213.0K	$233.9K	+$21.0K	2026-10-30
Evergreen Capital Management LLC	DECREASED	1,888	1,944	-56	-3%	$219.0K	$233.5K	+$14.5K	2026-10-23
Hanson & Doremus Investment Management	UNCHANGED	1,822	1,822	0	0%	$204.0K	$224	-$203.8K	2026-10-16
Sanders Morris Harris LLC	UNCHANGED	1,800	1,800	0	0%	$201.6K	$221.1K	+$19.5K	2026-10-14
Safir Wealth Advisors, LLC	UNCHANGED	1,800	1,800	0	0%	$201.6K	$221.5K	+$19.9K	2026-10-16
Wilmington Savings Fund Society, FSB	UNCHANGED	1,800	1,800	0	0%	$201.6K	$221.5K	+$19.9K	2026-10-23
Breakwater Capital Group	NEW	1,782	—	+1,782	—	—	$219.3K	—	2026-10-09
Venture Visionary Partners LLC	NEW	1,770	—	+1,770	—	—	$217.8K	—	2026-10-07
Stronghold Wealth Management L.L.C.	NEW	1,711	—	+1,711	—	—	$210.5K	—	2026-10-16
Keybank National Association	NEW	1,702	—	+1,702	—	—	$209.4K	—	2026-11-04
Lazari Capital Management, Inc.	NEW	1,665	—	+1,665	—	—	$204.9K	—	2026-10-20
Brighton Jones LLC	NEW	1,651	—	+1,651	—	—	$203.2K	—	2026-11-03
Oakworth Capital, Inc.	UNCHANGED	1,300	1,300	0	0%	$145.6K	$160.0K	+$14.3K	2026-10-26
Cromwell Holdings LLC	UNCHANGED	1,141	1,141	0	0%	$128.5K	$141.1K	+$12.6K	2026-10-28
Eastern Bank	UNCHANGED	1,000	1,000	0	0%	$112.0K	$123.1K	+$11.0K	2026-10-05
Simplex Trading, LLC	DECREASED	961	1,291	-330	-26%	$144.6K	$118.3K	-$26.4K	2026-11-04
CoreCap Advisors, LLC	DECREASED	924	954	-30	-3%	$106.9K	$113.7K	+$6.8K	2026-10-08
Washington Trust Advisors, Inc.	UNCHANGED	780	780	0	0%	$87.4K	$96.0K	+$8.6K	2026-10-22
Spire Wealth Management	INCREASED	737	735	+2	+0%	$82.4K	$90.7K	+$8.4K	2026-10-30
Assetmark, Inc	INCREASED	689	657	+32	+5%	$73.6K	$84.8K	+$11.2K	2026-10-21
Westside Investment Management, Inc.	UNCHANGED	426	426	0	0%	$47.7K	$53.5K	+$5.8K	2026-11-02
MassMutual Private Wealth & Trust, FSB	INCREASED	352	348	+4	+1%	$39.0K	$43.3K	+$4.3K	2026-10-05
PFS Partners, LLC	INCREASED	301	300	+1	+0%	$33.6K	$37.1K	+$3.5K	2026-10-21
Mondrian Investment Partners LTD	UNCHANGED	281	281	0	0%	$44.8K	$49.2K	+$4.4K	2026-10-23
Sawyer & Company, Inc	UNCHANGED	222	222	0	0%	$24.9K	$27.3K	+$2.4K	2026-10-21
Larson Financial Group LLC	INCREASED	182	50	+132	+264%	$5.6K	$22.4K	+$16.8K	2026-11-05
Root Financial Partners, LLC	NEW	158	—	+158	—	—	$19.4K	—	2026-10-21
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	149	149	0	0%	$16.7K	$18.3K	+$1.6K	2026-10-27
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	116	116	0	0%	$13.0K	$14.3K	+$1.3K	2026-10-07
Financial Consulate, Inc	DECREASED	93	97	-4	-4%	$10.9K	$11.5K	+$578	2026-10-23
JFS Wealth Advisors, LLC	UNCHANGED	87	87	0	0%	$9.7K	$10.7K	+$960	2026-11-03
Montag A & Associates Inc	UNCHANGED	83	83	0	0%	$9.3K	$10.3K	+$915	2026-10-29
Gen-Wealth Partners Inc	UNCHANGED	72	72	0	0%	$8.1K	$8.9K	+$795	2026-11-04
Mather Group, Llc.	INCREASED	68	56	+12	+21%	$6.3K	$8.4K	+$2.1K	2026-10-14
Parkside Financial Bank & Trust	UNCHANGED	68	68	0	0%	$7.6K	$8.4K	+$750	2026-10-27
Brown, Lisle Ings, Inc.	UNCHANGED	62	62	0	0%	$6.9K	$7.6K	+$684	2026-10-16
Bell Investment Advisors, Inc	UNCHANGED	56	56	0	0%	$6.3K	$6.9K	+$617	2026-10-29
FNY Investment Advisers, LLC	UNCHANGED	50	50	0	0%	$5	$6	+$1	2026-10-16
Toth Financial Advisory Corp	NEW	48	—	+48	—	—	$5.9K	—	2026-10-08
Rossby Financial, LCC	NEW	44	—	+44	—	—	$5.4K	—	2026-11-05
TD Private Client Wealth LLC	INCREASED	41	23	+18	+78%	$2.6K	$5.0K	+$2.5K	2026-10-28
Private Trust Co NA	UNCHANGED	40	40	0	0%	$4.5K	$4.9K	+$441	2026-10-20
North Star Investment Management Corp.	UNCHANGED	39	39	0	0%	$4.4K	$4.8K	+$430	2026-10-27
SBI Securities Co., Ltd.	INCREASED	37	1	+36	+3600%	$112	$4.6K	+$4.4K	2026-10-22
Bare Financial Services, Inc	DECREASED	33	34	-1	-3%	$3.8K	$4.1K	+$253	2026-11-04
True Wealth Design, LLC	UNCHANGED	30	30	0	0%	$3.4K	$3.7K	+$331	2026-10-13
Physician Wealth Advisors, Inc.	UNCHANGED	29	29	0	0%	$3.2K	$3.6K	+$320	2026-10-20
Abound Wealth Management	UNCHANGED	25	25	0	0%	$2.8K	$3.1K	+$277	2026-10-26
Trifecta Capital Advisors, LLC	UNCHANGED	23	23	0	0%	$2.6K	$2.8K	+$254	2026-10-21
Provenance Wealth Advisors, LLC	NEW	18	—	+18	—	—	$2.2K	—	2026-10-30
Evolution Wealth Management Inc.	NEW	16	—	+16	—	—	$2.0K	—	2026-10-28
Jnba Financial Advisors	UNCHANGED	16	16	0	0%	$1.8K	$2.0K	+$176	2026-11-03
Ascentis Wealth Management, LLC	NEW	14	—	+14	—	—	$1.7K	—	2026-11-03
Center for Financial Planning, Inc.	NEW	11	—	+11	—	—	$1.4K	—	2026-10-26
Gamma Investing LLC	UNCHANGED	11	11	0	0%	$1.2K	$1.4K	+$122	2026-10-08
Godsey & Gibb, Inc	NEW	8	—	+8	—	—	$985	—	2026-10-14
Nvest Wealth Strategies, Inc.	INCREASED	8	4	+4	+100%	$449	$986	+$537	2026-10-14
Mosley Wealth Management	UNCHANGED	8	8	0	0%	$896	$1.0K	+$141	2026-10-16
StrongBox Wealth, LLC	NEW	7	—	+7	—	—	$861	—	2026-11-02
Clark Wealth Partners	NEW	7	—	+7	—	—	$866	—	2026-10-19
Albion Financial Group	NEW	7	—	+7	—	—	$907	—	2026-10-21
Decker Retirement Planning Inc.	UNCHANGED	7	7	0	0%	$798	$876	+$78	2026-10-19
Highline Wealth Partners LLC	UNCHANGED	4	4	0	0%	$448	$492	+$44	2026-10-19
Nemes Rush Group LLC	UNCHANGED	4	4	0	0%	$448	$492	+$44	2026-11-04
MV Capital Management, Inc.	NEW	3	—	+3	—	—	$370	—	2026-10-29
Meriwether Wealth & Planning, LLC	NEW	3	—	+3	—	—	$369	—	2026-10-13
Tounjian Advisory Partners, LLC	UNCHANGED	1	1	0	0%	$76	$84	+$8	2026-11-04
Lloyd Advisory Services, Llc.	NEW	0	—	0	—	—	$37	—	2026-11-02
QV Investors Inc.	CLOSED	0	156,597	-156,597	-100%	$17.6M	$0	-$17.6M	2026-10-20
Indivisible Partners	CLOSED	0	8,843	-8,843	-100%	$990.6K	$0	-$990.6K	2026-10-26
Tabr Capital Management, LLC	CLOSED	0	3,143	-3,143	-100%	$352.1K	$0	-$352.1K	2026-10-20
Waters Parkerson & Co., LLC	CLOSED	0	2,710	-2,710	-100%	$303.6K	$0	-$303.6K	2026-11-04
Mission Wealth Management, LP	CLOSED	0	2,066	-2,066	-100%	$231.4K	$0	-$231.4K	2026-10-15
Crossmark Global Holdings, Inc.	CLOSED	0	1,811	-1,811	-100%	$202.9K	$0	-$202.9K	2026-10-21
AdvisorNet Financial, Inc	CLOSED	0	575	-575	-100%	$64.4K	$0	-$64.4K	2026-10-15
Asset Dedication, LLC	CLOSED	0	89	-89	-100%	$10.0K	$0	-$10.0K	2026-11-03
Moisand Fitzgerald Tamayo, LLC	CLOSED	0	60	-60	-100%	$6.7K	$0	-$6.7K	2026-10-15
Kelleher Financial Advisors	CLOSED	0	14	-14	-100%	$1.6K	$0	-$1.6K	2026-10-30
CKW Financial Group	CLOSED	0	13	-13	-100%	$1	$0	-$1	2026-10-29
Cornerstone Planning Group LLC	CLOSED	0	4	-4	-100%	$503	$0	-$503	2026-10-16
Halbert Hargrove Global Advisors, LLC	CLOSED	0	1	-1	-100%	$97	$0	-$97	2026-10-16
FMR LLC	N/A	—	52,762,117	-52,762,117	-100%	$5.9B	—	—	—
First Eagle Investment Management, LLC	N/A	—	13,590,697	-13,590,697	-100%	$1.5B	—	—	—
Goldman Sachs Group Inc	N/A	—	10,649,913	-10,649,913	-100%	$1.2B	—	—	—
FIL Ltd	N/A	—	5,110,625	-5,110,625	-100%	$573.9M	—	—	—
Royal Bank of Canada	N/A	—	3,972,048	-3,972,048	-100%	$444.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,836,380	-3,836,380	-100%	$430.8M	—	—	—
UBS Group AG	N/A	—	3,592,655	-3,592,655	-100%	$402.4M	—	—	—
TD Asset Management Inc	N/A	—	3,060,928	-3,060,928	-100%	$343.6M	—	—	—
Bank of Montreal	N/A	—	2,807,722	-2,807,722	-100%	$315.0M	—	—	—
Geode Capital Management, LLC	N/A	—	1,721,476	-1,721,476	-100%	$200.5M	—	—	—
Morgan Stanley	N/A	—	1,571,125	-1,571,125	-100%	$176.0M	—	—	—
Bank of America Corp	N/A	—	1,362,053	-1,362,053	-100%	$152.6M	—	—	—
National Bank of Canada	N/A	—	1,212,319	-1,212,319	-100%	$135.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,147,483	-1,147,483	-100%	$128.9M	—	—	—
JPMorgan Chase & Co	N/A	—	1,121,868	-1,121,868	-100%	$127.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	1,089,379	-1,089,379	-100%	$122.2M	—	—	—
CIBC World Market Inc.	N/A	—	1,052,335	-1,052,335	-100%	$118.1M	—	—	—
Legal & General Group Plc	N/A	—	818,361	-818,361	-100%	$91.9M	—	—	—
Barclays PLC	N/A	—	663,596	-663,596	-100%	$74.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	653,857	-653,857	-100%	$73.3M	—	—	—
Amundi	N/A	—	595,574	-595,574	-100%	$66.7M	—	—	—
Bank of Nova Scotia	N/A	—	576,667	-576,667	-100%	$64.8M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	553,952	-553,952	-100%	$62.2M	—	—	—
Toronto Dominion Bank	N/A	—	539,054	-539,054	-100%	$60.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	526,438	-526,438	-100%	$59.1M	—	—	—
BlackRock, Inc.	N/A	—	520,844	-520,844	-100%	$58.3M	—	—	—
Deutsche Bank Ag\	N/A	—	473,146	-473,146	-100%	$53.0M	—	—	—
Swiss National Bank	N/A	—	468,876	-468,876	-100%	$52.5M	—	—	—
Citadel Advisors LLC	N/A	—	409,538	-409,538	-100%	$45.9M	—	—	—
Fiera Capital Corp	N/A	—	313,781	-313,781	-100%	$35.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	301,106	-301,106	-100%	$33.8M	—	—	—
AQR Capital Management LLC	N/A	—	283,586	-283,586	-100%	$31.8M	—	—	—
Canada Pension Plan Investment Board	N/A	—	279,074	-279,074	-100%	$31.3M	—	—	—
AustralianSuper Pty Ltd	N/A	—	251,388	-251,388	-100%	$28.2M	—	—	—
Invesco Ltd.	N/A	—	248,872	-248,872	-100%	$27.9M	—	—	—
British Columbia Investment Management Corp	N/A	—	230,701	-230,701	-100%	$25.9M	—	—	—
Capital Wealth Planning, LLC	N/A	—	227,592	-227,592	-100%	$25.5M	—	—	—
Russell Investments Group, Ltd.	N/A	—	225,044	-225,044	-100%	$25.3M	—	—	—
Northern Trust Corp	N/A	—	220,337	-220,337	-100%	$24.7M	—	—	—
Bank of New York Mellon Corp	N/A	—	214,703	-214,703	-100%	$24.1M	—	—	—
Mufg Securities (Canada), Ltd.	N/A	—	212,062	-212,062	-100%	$23.8M	—	—	—
Franklin Resources Inc	N/A	—	209,510	-209,510	-100%	$23.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	205,498	-205,498	-100%	$23.1M	—	—	—
Scotia Capital Inc.	N/A	—	183,650	-183,650	-100%	$20.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	181,210	-181,210	-100%	$20.3M	—	—	—
Nuveen, LLC	N/A	—	167,114	-167,114	-100%	$18.8M	—	—	—
Raymond James Financial Inc	N/A	—	163,907	-163,907	-100%	$18.4M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	160,774	-160,774	-100%	$18.0M	—	—	—
Public Sector Pension Investment Board	N/A	—	158,004	-158,004	-100%	$17.7M	—	—	—
Aviva PLC	N/A	—	146,211	-146,211	-100%	$16.4M	—	—	—
Millennium Management LLC	N/A	—	144,259	-144,259	-100%	$16.2M	—	—	—
Waratah Capital Advisors Ltd.	N/A	—	138,623	-138,623	-100%	$15.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	135,360	-135,360	-100%	$15.2M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	134,785	-134,785	-100%	$15.1M	—	—	—
Balyasny Asset Management L.P.	N/A	—	131,539	-131,539	-100%	$14.8M	—	—	—
Neuberger Berman Group LLC	N/A	—	123,262	-123,262	-100%	$13.8M	—	—	—
SIR Capital Management, L.P.	N/A	—	119,300	-119,300	-100%	$13.4M	—	—	—
American Century Companies Inc	N/A	—	109,497	-109,497	-100%	$12.3M	—	—	—
LPL Financial LLC	N/A	—	107,133	-107,133	-100%	$12.0M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	104,858	-104,858	-100%	$11.8M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	103,933	-103,933	-100%	$11.6M	—	—	—
Guinness Asset Management LTD	N/A	—	102,697	-102,697	-100%	$11.5M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	100,423	-100,423	-100%	$11.2M	—	—	—
Cerity Partners LLC	N/A	—	99,082	-99,082	-100%	$11.1M	—	—	—
Royal London Asset Management LTD	N/A	—	97,924	-97,924	-100%	$11.0M	—	—	—
Jane Street Group, LLC	N/A	—	96,462	-96,462	-100%	$10.8M	—	—	—
Alliancebernstein L.P.	N/A	—	92,062	-92,062	-100%	$12.0M	—	—	—
Aventail Capital Group, LP	N/A	—	90,600	-90,600	-100%	$10.1M	—	—	—
State of Tennessee, Department of Treasury	N/A	—	85,254	-85,254	-100%	$9.6M	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	73,762	-73,762	-100%	$8.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	73,056	-73,056	-100%	$8.2M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	70,197	-70,197	-100%	$7.9M	—	—	—
Renaissance Technologies LLC	N/A	—	69,595	-69,595	-100%	$7.8M	—	—	—
Barometer Capital Management Inc.	N/A	—	68,070	-68,070	-100%	$10.8M	—	—	—
Wellington Management Group LLP	N/A	—	67,035	-67,035	-100%	$7.5M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	66,021	-66,021	-100%	$7.4M	—	—	—
State of Wisconsin Investment Board	N/A	—	63,769	-63,769	-100%	$7.2M	—	—	—
Korea Investment Corp	N/A	—	61,924	-61,924	-100%	$7.0M	—	—	—
NewEdge Wealth, LLC	N/A	—	60,695	-60,695	-100%	$6.8M	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	59,019	-59,019	-100%	$6.6M	—	—	—
Two Sigma Investments, LP	N/A	—	55,800	-55,800	-100%	$6.3M	—	—	—
Ritholtz Wealth Management	N/A	—	54,350	-54,350	-100%	$6.1M	—	—	—
Turas Capital Management LP	N/A	—	53,900	-53,900	-100%	$6.0M	—	—	—
Wells Fargo & Company	N/A	—	52,834	-52,834	-100%	$5.9M	—	—	—
1832 Asset Management L.P.	N/A	—	47,942	-47,942	-100%	$5.4M	—	—	—
Quantinno Capital Management LP	N/A	—	47,465	-47,465	-100%	$5.3M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	46,800	-46,800	-100%	$5.2M	—	—	—
Tidal Investments LLC	N/A	—	45,356	-45,356	-100%	$5.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	44,934	-44,934	-100%	$5.0M	—	—	—
Alberta Investment Management Corp	N/A	—	40,581	-40,581	-100%	$4.6M	—	—	—
Stifel Financial Corp	N/A	—	39,843	-39,843	-100%	$4.5M	—	—	—
Investment Management Corp of Ontario	N/A	—	37,071	-37,071	-100%	$4.2M	—	—	—
Maryland State Retirement & Pension System	N/A	—	32,977	-32,977	-100%	$3.7M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	32,894	-32,894	-100%	$3.7M	—	—	—
Canada Life Assurance Co	N/A	—	32,293	-32,293	-100%	$3.6M	—	—	—
Lansforsakringar Fondforvaltning AB (publ)	N/A	—	31,778	-31,778	-100%	$3.6M	—	—	—
IFG Advisory, LLC	N/A	—	30,411	-30,411	-100%	$3.4M	—	—	—
Argent Trust Co	N/A	—	27,705	-27,705	-100%	$3.1M	—	—	—
Omers Administration Corp	N/A	—	27,396	-27,396	-100%	$3.1M	—	—	—
Guardian Capital LP	N/A	—	24,653	-24,653	-100%	$2.8M	—	—	—
Intech Investment Management LLC	N/A	—	23,370	-23,370	-100%	$2.6M	—	—	—
Bessemer Group Inc	N/A	—	23,235	-23,235	-100%	$2.6M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	22,451	-22,451	-100%	$2.5M	—	—	—
Purpose Unlimited Inc.	N/A	—	22,095	-22,095	-100%	$2.5M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	20,250	-20,250	-100%	$2.3M	—	—	—
Thrivent Financial for Lutherans	N/A	—	19,504	-19,504	-100%	$2.2M	—	—	—
Murchinson Ltd.	N/A	—	17,512	-17,512	-100%	$2.0M	—	—	—
Anson Funds Management LPA	N/A	—	17,200	-17,200	-100%	$1.9M	—	—	—
Lester Murray Antman dba SimplyRich	N/A	—	17,166	-17,166	-100%	$1.9M	—	—	—
Mariner, LLC	N/A	—	16,860	-16,860	-100%	$1.9M	—	—	—
Caprock Group, LLC	N/A	—	16,151	-16,151	-100%	$1.8M	—	—	—
SIG North Trading, ULC	N/A	—	16,058	-16,058	-100%	$1.8M	—	—	—
US Bancorp \de\	N/A	—	15,516	-15,516	-100%	$1.7M	—	—	—
USS Investment Management Ltd	N/A	—	14,827	-14,827	-100%	$1.7M	—	—	—
Evolve Private Wealth, LLC	N/A	—	14,522	-14,522	-100%	$1.6M	—	—	—
Woodbridge Co LTD	N/A	—	13,809	-13,809	-100%	$1.5M	—	—	—
HRT Financial LP	N/A	—	13,613	-13,613	-100%	$1.5M	—	—	—
Syon Capital LLC	N/A	—	13,326	-13,326	-100%	$1.5M	—	—	—
Picton Mahoney Asset Management	N/A	—	13,276	-13,276	-100%	$1.5M	—	—	—
Mediolanum International Funds Ltd	N/A	—	12,954	-12,954	-100%	$1.5M	—	—	—
Utah Retirement Systems	N/A	—	12,911	-12,911	-100%	$1.4M	—	—	—
XTX Topco Ltd	N/A	—	12,885	-12,885	-100%	$1.4M	—	—	—
Aviso Financial Inc.	N/A	—	12,116	-12,116	-100%	$1.4M	—	—	—
Jupiter Topco LLC	N/A	—	11,840	-11,840	-100%	$1.3M	—	—	—
Chelsea Counsel Co	N/A	—	11,839	-11,839	-100%	$1.3M	—	—	—
Stephens Inc	N/A	—	11,656	-11,656	-100%	$1.3M	—	—	—
IEQ Capital, LLC	N/A	—	11,444	-11,444	-100%	$1.3M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	10,998	-10,998	-100%	$1.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	10,758	-10,758	-100%	$1.2M	—	—	—
Jain Global LLC	N/A	—	10,617	-10,617	-100%	$1.2M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	10,508	-10,508	-100%	$1.2M	—	—	—
Callan Family Office, LLC	N/A	—	10,451	-10,451	-100%	$1.2M	—	—	—
Fortress Private Ledger, LLC	N/A	—	10,432	-10,432	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	10,306	-10,306	-100%	$1.2M	—	—	—
Metis Global Partners, LLC	N/A	—	10,283	-10,283	-100%	$1.2M	—	—	—
DRW Securities, LLC	N/A	—	10,137	-10,137	-100%	$1.6M	—	—	—
Texas Capital Bank Wealth Management Services Inc	N/A	—	10,000	-10,000	-100%	$1.1M	—	—	—
Nykredit A/S	N/A	—	9,263	-9,263	-100%	$1.0M	—	—	—
Westerkirk Capital Inc.	N/A	—	8,220	-8,220	-100%	$920.8K	—	—	—
Pathstone Holdings, LLC	N/A	—	8,215	-8,215	-100%	$920.5K	—	—	—
Walleye Trading LLC	N/A	—	8,089	-8,089	-100%	$906.1K	—	—	—
PCM Encore, LLC	N/A	—	7,745	-7,745	-100%	$867.5K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	7,724	-7,724	-100%	$867.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,501	-7,501	-100%	$840.3K	—	—	—
Ameriprise Financial Inc	N/A	—	7,432	-7,432	-100%	$895.8K	—	—	—
MAI Capital Management	N/A	—	7,260	-7,260	-100%	$813.4K	—	—	—
Vident Advisory, LLC	N/A	—	7,064	-7,064	-100%	$791.3K	—	—	—
Benjamin Edwards Inc	N/A	—	7,042	-7,042	-100%	$788.9K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	7,041	-7,041	-100%	$788.7K	—	—	—
Rathbones Group PLC	N/A	—	6,851	-6,851	-100%	$769.0K	—	—	—
Summit Financial, LLC	N/A	—	6,822	-6,822	-100%	$768.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	6,763	-6,763	-100%	$757.6K	—	—	—
Cetera Investment Advisers	N/A	—	6,712	-6,712	-100%	$751.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	6,607	-6,607	-100%	$740.5K	—	—	—
Private Advisory Group LLC	N/A	—	6,433	-6,433	-100%	$720.6K	—	—	—
Qtron Investments LLC	N/A	—	6,356	-6,356	-100%	$713.5K	—	—	—
First Trust Advisors LP	N/A	—	6,249	-6,249	-100%	$700.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,010	-6,010	-100%	$673.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	5,779	-5,779	-100%	$648.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,213	-5,213	-100%	$584.0K	—	—	—
Captrust Financial Advisors	N/A	—	5,020	-5,020	-100%	$562.3K	—	—	—
Chou Associates Management Inc.	N/A	—	5,000	-5,000	-100%	$561.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,851	-4,851	-100%	$543.5K	—	—	—
Fielder Capital Group LLC	N/A	—	4,700	-4,700	-100%	$526.5K	—	—	—
Fisher Asset Management, LLC	N/A	—	4,631	-4,631	-100%	$518.8K	—	—	—
Lombard Odier Asset Management (Switzerland) SA	N/A	—	4,460	-4,460	-100%	$500.3K	—	—	—
Belpointe Asset Management LLC	N/A	—	4,441	-4,441	-100%	$497.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	4,427	-4,427	-100%	$495.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,405	-4,405	-100%	$679.4K	—	—	—
Focus Partners Wealth	N/A	—	4,193	-4,193	-100%	$469.9K	—	—	—
Advyzon Investment Management, LLC	N/A	—	4,126	-4,126	-100%	$462.2K	—	—	—
Westwood Holdings Group Inc	N/A	—	4,066	-4,066	-100%	$456.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	4,017	-4,017	-100%	$450.0K	—	—	—
Guinness Atkinson Asset Management Inc	N/A	—	3,991	-3,991	-100%	$447.7K	—	—	—
Ballentine Partners, LLC	N/A	—	3,971	-3,971	-100%	$444.8K	—	—	—
Holistic Financial Partners	N/A	—	3,954	-3,954	-100%	$442.9K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	3,825	-3,825	-100%	$428.5K	—	—	—
HighTower Advisors, LLC	N/A	—	3,816	-3,816	-100%	$427.5K	—	—	—
Worldquant Millennium Advisors LLC	N/A	—	3,740	-3,740	-100%	$419.4K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	3,723	-3,723	-100%	$376.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,719	-3,719	-100%	$416.7K	—	—	—
BCV Asset Management Inc.	N/A	—	3,554	-3,554	-100%	$402.5K	—	—	—
Baader Bank Aktiengesellschaft	N/A	—	3,303	-3,303	-100%	$370.5K	—	—	—
Checchi Capital Advisers, LLC	N/A	—	3,062	-3,062	-100%	$343.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,032	-3,032	-100%	$339.6K	—	—	—
Polar Asset Management Partners Inc.	N/A	—	2,995	-2,995	-100%	$335.8K	—	—	—
Wilkinson Global Asset Management LLC	N/A	—	2,695	-2,695	-100%	$301.9K	—	—	—
Compound Planning, Inc.	N/A	—	2,680	-2,680	-100%	$300.2K	—	—	—
Legacy Capital Group California, Inc.	N/A	—	2,575	-2,575	-100%	$288.5K	—	—	—
Quantbot Technologies LP	N/A	—	2,530	-2,530	-100%	$283.4K	—	—	—
Credit Agricole S A	N/A	—	2,477	-2,477	-100%	$277.5K	—	—	—
Klcm Advisors, Inc.	N/A	—	2,295	-2,295	-100%	$257.1K	—	—	—
&partners	N/A	—	2,220	-2,220	-100%	$248.6K	—	—	—
Allworth Financial LP	N/A	—	2,142	-2,142	-100%	$239.9K	—	—	—
QRG Capital Management, Inc.	N/A	—	2,141	-2,141	-100%	$239.8K	—	—	—
SEI Investments Co	N/A	—	2,138	-2,138	-100%	$239.5K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	2,115	-2,115	-100%	$236.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,043	-2,043	-100%	$228.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	2,037	-2,037	-100%	$228.2K	—	—	—
Meeder Advisory Services, Inc.	N/A	—	2,028	-2,028	-100%	$227.2K	—	—	—
WealthTrust Axiom LLC	N/A	—	2,000	-2,000	-100%	$224.0K	—	—	—
Glenmede Trust Co NA	N/A	—	1,987	-1,987	-100%	$222.6K	—	—	—
Cumberland Partners Ltd	N/A	—	1,970	-1,970	-100%	$220.8K	—	—	—
Graham Capital Management, L.P.	N/A	—	1,962	-1,962	-100%	$219.8K	—	—	—
Quantum Portfolio Management LLC	N/A	—	1,950	-1,950	-100%	$218.4K	—	—	—
Wimmer Associates 1, LLC	N/A	—	1,935	-1,935	-100%	$216.8K	—	—	—
Huntington National Bank	N/A	—	1,928	-1,928	-100%	$216.0K	—	—	—
AE Wealth Management LLC	N/A	—	1,883	-1,883	-100%	$210.9K	—	—	—
Jefferies Financial Group Inc.	N/A	—	1,882	-1,882	-100%	$211.0K	—	—	—
Natixis	N/A	—	1,860	-1,860	-100%	$208.4K	—	—	—
Engineers Gate Manager LP	N/A	—	1,840	-1,840	-100%	$206.1K	—	—	—
Bridgewater Advisors Inc.	N/A	—	1,838	-1,838	-100%	$232.2K	—	—	—
Citizens & Northern Corp	N/A	—	1,800	-1,800	-100%	$201.6K	—	—	—
SG Americas Securities, LLC	N/A	—	1,796	-1,796	-100%	$248	—	—	—
Nova Wealth Management, Inc.	N/A	—	1,754	-1,754	-100%	$196.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,657	-1,657	-100%	$187.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	1,425	-1,425	-100%	$159.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,358	-1,358	-100%	$152.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,311	-1,311	-100%	$146.9K	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	1,300	-1,300	-100%	$145.8K	—	—	—
Siemens Fonds Invest GmbH	N/A	—	1,224	-1,224	-100%	$194.9K	—	—	—
Corient IA LP	N/A	—	1,100	-1,100	-100%	$123.2K	—	—	—
Arax Advisory Partners	N/A	—	879	-879	-100%	$98.5K	—	—	—
SHP Wealth Management	N/A	—	873	-873	-100%	$97.8K	—	—	—
Tacita Capital Inc	N/A	—	856	-856	-100%	$95.9K	—	—	—
Evelyn Partners Group Ltd	N/A	—	630	-630	-100%	$70.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	619	-619	-100%	$69.3K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	600	-600	-100%	$67.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	551	-551	-100%	$62.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	502	-502	-100%	$56.2K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	500	-500	-100%	$56.0K	—	—	—
Winch Advisory Services, LLC	N/A	—	430	-430	-100%	$48.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	376	-376	-100%	$42.4K	—	—	—
WealthCollab, LLC	N/A	—	328	-328	-100%	$36.7K	—	—	—
Walleye Capital LLC	N/A	—	310	-310	-100%	$34.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	300	-300	-100%	$33.6K	—	—	—
Towarzystwo Funduszy Inwestycyjnych PZU SA	N/A	—	300	-300	-100%	$33.6K	—	—	—
McMillan Office, Inc.	N/A	—	300	-300	-100%	$33.6K	—	—	—
Harbour Investments, Inc.	N/A	—	287	-287	-100%	$32.2K	—	—	—
Wellington-Altus USA Inc.	N/A	—	266	-266	-100%	$34.8K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	261	-261	-100%	$29.3K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	174	-174	-100%	$19.5K	—	—	—
Fifth Third Bancorp	N/A	—	168	-168	-100%	$18.8K	—	—	—
BNP Paribas	N/A	—	162	-162	-100%	$18.3K	—	—	—
Capital Analysts, LLC	N/A	—	155	-155	-100%	$17	—	—	—
Continuum Advisory, LLC	N/A	—	124	-124	-100%	$13.9K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	111	-111	-100%	$12	—	—	—
UMB Bank, n.a.	N/A	—	100	-100	-100%	$11.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	91	-91	-100%	$9.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	86	-86	-100%	$9.6K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	64	-64	-100%	$7.2K	—	—	—
Rothschild Investment LLC	N/A	—	51	-51	-100%	$5.7K	—	—	—
Osbon Capital Management LLC	N/A	—	45	-45	-100%	$5.0K	—	—	—
Bogart Wealth, LLC	N/A	—	41	-41	-100%	$4.6K	—	—	—
Central Trust Co	N/A	—	31	-31	-100%	$3.5K	—	—	—
Cornerstone Financial Management LLC	N/A	—	31	-31	-100%	$3.5K	—	—	—
Kilter Group LLC	N/A	—	30	-30	-100%	$3.4K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	29	-29	-100%	$3.2K	—	—	—
Manning & Napier Advisors LLC	N/A	—	26	-26	-100%	$2.9K	—	—	—
Aventura Private Wealth, LLC	N/A	—	25	-25	-100%	$2.8K	—	—	—
Dogwood Wealth Management LLC	N/A	—	15	-15	-100%	$1.7K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	15	-15	-100%	$1.7K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	10	-10	-100%	$1.1K	—	—	—
Raffa Wealth Management, LLC	N/A	—	8	-8	-100%	$896	—	—	—
Hantz Financial Services, Inc.	N/A	—	7	-7	-100%	$1	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	7	-7	-100%	$784	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	6	-6	-100%	$1	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	5	-5	-100%	$560	—	—	—
LRI Investments, LLC	N/A	—	4	-4	-100%	$448	—	—	—
Horizon Investments, LLC	N/A	—	4	-4	-100%	$448	—	—	—
Financial Gravity Companies, Inc.	N/A	—	3	-3	-100%	$336	—	—	—
BFC Planning, Inc.	N/A	—	2	-2	-100%	$224	—	—	—
Rhumbline Advisers	N/A	—	1	-1	-100%	$112	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—
Darwin Wealth Management, LLC	N/A	—	0	0	—	$35	—	—	—

Showing 441 of 441 institutions