Infleqtion Inc (INFQ)

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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Glynn Capital Management LLC

UNCHANGED

Shares4,315,260 from 4,315,260

Change0 (0%)

Value$58.1M (+$647.3K)

Filed 2026-10-07

Bank of New York Mellon Corp

INCREASED

Shares1,758,846 from 1,076,802

Change+682,044 (+63%)

Value$23.7M (+$9.3M)

Filed 2026-11-05

1900 Wealth Management LLC

INCREASED

Shares1,075,190 from 1,074,977

Change+213 (+0%)

Value$14.5M (+$164.1K)

Filed 2026-10-13

Pinnacle Associates LTD

INCREASED

Shares1,045,860 from 734,580

Change+311,280 (+42%)

Value$14.1M (+$4.3M)

Filed 2026-10-20

Integrated Advisors Network LLC

INCREASED

Shares724,335 from 457,733

Change+266,602 (+58%)

Value$9.8M (+$3.7M)

Filed 2026-10-20

1888 Investments, LLC

UNCHANGED

Shares331,507 from 331,507

Change0 (0%)

Value$4.5M (+$49.7K)

Filed 2026-11-04

Strong Tower Advisory Services

INCREASED

Shares246,415 from 222,687

Change+23,728 (+11%)

Value$3.3M (+$353.0K)

Filed 2026-10-13

Turtle Creek Wealth Advisors, LLC

UNCHANGED

Shares237,878 from 237,878

Change0 (0%)

Value$3.2M (+$35.7K)

Filed 2026-10-15

SLT Holdings LLC

DECREASED

Shares176,750 from 196,950

Change-20,200 (-10%)

Value$2.4M (-$242.6K)

Filed 2026-10-15

Steinberganna Wealth Management

INCREASED

Shares169,260 from 102,383

Change+66,877 (+65%)

Value$2.3M (+$916.2K)

Filed 2026-10-23

Oppenheimer & Co Inc

DECREASED

Shares160,779 from 404,514

Change-243,735 (-60%)

Value$2.2M (-$3.2M)

Filed 2026-10-26

TD Waterhouse Canada Inc.

INCREASED

Shares137,432 from 1,040

Change+136,392 (+13115%)

Value$1.8M (+$1.8M)

Filed 2026-10-16

Paragon Capital Management Ltd

DECREASED

Shares84,580 from 94,080

Change-9,500 (-10%)

Value$1.1M (-$113.9K)

Filed 2026-10-09

Citigroup Inc

DECREASED

Shares83,409 from 96,418

Change-13,009 (-13%)

Value$1.1M (-$160.8K)

Filed 2026-11-04

Secure Asset Management, LLC

INCREASED

Shares80,920 from 63,601

Change+17,319 (+27%)

Value$1.1M (+$242.8K)

Filed 2026-10-19

D'Orazio & Associates, Inc.

UNCHANGED

Shares69,481 from 69,481

Change0 (0%)

Value$935.9K (+$10.4K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares63,147 from 63,993

Change-846 (-1%)

Value$851.0K (+$850.1K)

Filed 2026-11-02

Coastline Trust Co

UNCHANGED

Shares59,258 from 59,258

Change0 (0%)

Value$798.2K (+$8.9K)

Filed 2026-10-01

Truist Financial Corp

INCREASED

Shares55,168 from 51,160

Change+4,008 (+8%)

Value$743.1K (+$61.7K)

Filed 2026-10-30

Encompass Wealth Advisors, LLC

NEW

Shares55,000

Change+55,000

Value$740.9K

Filed 2026-10-15

Fort Washington Investment Advisors Inc

UNCHANGED

Shares54,042 from 54,042

Change0 (0%)

Value$727.9K (+$8.1K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares53,622 from 5,284

Change+48,338 (+915%)

Value$722.3K (+$651.9K)

Filed 2026-11-02

Caitong International Asset Management Co., Ltd

INCREASED

Shares51,610 from 3,349

Change+48,261 (+1441%)

Value$695.2K (+$650.6K)

Filed 2026-10-29

Bison Wealth, LLC

INCREASED

Shares50,438 from 50,000

Change+438 (+1%)

Value$523.5K (-$93.0K)

Filed 2026-10-13

Dudley Capital Management, LLC

INCREASED

Shares49,200 from 48,500

Change+700 (+1%)

Value$662.7K (+$16.7K)

Filed 2026-10-23

Vontobel Holding Ltd.

NEW

Shares48,204

Change+48,204

Value$649.3K

Filed 2026-10-16

Verity Asset Management, Inc.

INCREASED

Shares41,512 from 32,477

Change+9,035 (+28%)

Value$559.2K (+$126.6K)

Filed 2026-10-30

Griffin Asset Management, Inc.

DECREASED

Shares40,030 from 46,065

Change-6,035 (-13%)

Value$539.2K (-$74.4K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares39,720 from 51,272

Change-11,552 (-23%)

Value$443.3K (-$129.4K)

Filed 2026-10-13

Meridian Wealth Management, LLC

INCREASED

Shares39,339 from 34,156

Change+5,183 (+15%)

Value$529.9K (+$74.9K)

Filed 2026-11-05

McGuire Investment Group, LLC

INCREASED

Shares36,865 from 26,825

Change+10,040 (+37%)

Value$496.6K (+$139.3K)

Filed 2026-10-23

Chicago Partners Investment Group LLC

DECREASED

Shares36,748 from 42,272

Change-5,524 (-13%)

Value$321.5K (-$88.1K)

Filed 2026-10-27

Leonteq Securities AG

INCREASED

Shares34,606 from 32,832

Change+1,774 (+5%)

Value$466.1K (+$28.8K)

Filed 2026-10-29

Harbour Capital Advisors, LLC

NEW

Shares30,325

Change+30,325

Value$408.5K

Filed 2026-10-13

BCM Advisors, LLC

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$266.4K (-$2.7K)

Filed 2026-11-03

Strs Ohio

INCREASED

Shares29,700 from 23,100

Change+6,600 (+29%)

Value$400.1K (+$92.4K)

Filed 2026-10-30

MGO One Seven LLC

DECREASED

Shares20,216 from 20,416

Change-200 (-1%)

Value$272.3K (+$369)

Filed 2026-10-28

Grange Capital, LLC

DECREASED

Shares19,885 from 19,935

Change-50 (0%)

Value$267.9K (+$2.3K)

Filed 2026-10-20

Almanack Investment Partners, Llc.

INCREASED

Shares19,750 from 19,340

Change+410 (+2%)

Value$266.0K (+$8.4K)

Filed 2026-11-03

Kingswood Wealth Advisors, LLC

DECREASED

Shares19,050 from 29,110

Change-10,060 (-35%)

Value$256.6K (-$131.1K)

Filed 2026-10-23

Arizona State Retirement System

INCREASED

Shares18,420 from 13,738

Change+4,682 (+34%)

Value$248.1K (+$65.1K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares17,194 from 21,327

Change-4,133 (-19%)

Value$231.6K (-$52.5K)

Filed 2026-11-02

Sather Financial Group Inc

DECREASED

Shares17,000 from 19,000

Change-2,000 (-11%)

Value$229.0K (-$24.1K)

Filed 2026-10-30

Fulcrum Asset Management LLP

NEW

Shares16,892

Change+16,892

Value$233.8K

Filed 2026-11-04

Straight Path Wealth Management

INCREASED

Shares16,000 from 14,500

Change+1,500 (+10%)

Value$215.5K (+$22.4K)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares15,638 from 16,613

Change-975 (-6%)

Value$210.6K (-$10.6K)

Filed 2026-10-16

Vise Technologies, Inc.

DECREASED

Shares14,989 from 32,099

Change-17,110 (-53%)

Value$201.9K (-$225.7K)

Filed 2026-10-29

Brooklyn FI, LLC

NEW

Shares14,919

Change+14,919

Value$127.7K

Filed 2026-11-05

Green Alpha Advisors, LLC

NEW

Shares14,800

Change+14,800

Value$199.4K

Filed 2026-10-08

Kestra Advisory Services, LLC

NEW

Shares14,473

Change+14,473

Value$195.0K

Filed 2026-11-02

FNY Investment Advisers, LLC

INCREASED

Shares14,050 from 10,857

Change+3,193 (+29%)

Value$189 (+$45)

Filed 2026-10-16

ProShare Advisors LLC

DECREASED

Shares13,747 from 15,407

Change-1,660 (-11%)

Value$185.2K (-$20.1K)

Filed 2026-10-29

Acorn Financial Advisory Services Inc

NEW

Shares12,158

Change+12,158

Value$163.8K

Filed 2026-11-02

OpenArc Corporate Advisory, LLC

NEW

Shares11,420

Change+11,420

Value$153.8K

Filed 2026-10-21

Visionary Wealth Advisors

DECREASED

Shares11,410 from 13,910

Change-2,500 (-18%)

Value$153.7K (-$31.6K)

Filed 2026-11-04

LexAurum Advisors, LLC

INCREASED

Shares11,250 from 10,950

Change+300 (+3%)

Value$151.5K (+$5.7K)

Filed 2026-10-19

Pekin Hardy Strauss, Inc.

UNCHANGED

Shares11,150 from 11,150

Change0 (0%)

Value$150.2K (+$1.7K)

Filed 2026-11-02

Xponance LLC

DECREASED

Shares10,531 from 11,176

Change-645 (-6%)

Value$141.9K (-$7.0K)

Filed 2026-11-03

Signature Equity Partners, LLC

INCREASED

Shares9,427 from 6,478

Change+2,949 (+46%)

Value$127.0K (+$40.7K)

Filed 2026-10-29

US Bancorp \de\

DECREASED

Shares4,381 from 16,661

Change-12,280 (-74%)

Value$59.0K (-$162.9K)

Filed 2026-11-05

Summit Securities Group LLC

NEW

Shares4,330

Change+4,330

Value$58.3K

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares3,500 from 3,277

Change+223 (+7%)

Value$47.1K (+$3.5K)

Filed 2026-11-05

Center for Financial Planning, Inc.

INCREASED

Shares3,070 from 2,544

Change+526 (+21%)

Value$41.4K (+$7.5K)

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares2,940 from 4,625

Change-1,685 (-36%)

Value$39.6K (-$22.0K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares2,908 from 1,345

Change+1,563 (+116%)

Value$39.2K (+$21.3K)

Filed 2026-10-22

Larson Financial Group LLC

UNCHANGED

Shares1,591 from 1,591

Change0 (0%)

Value$21.4K (+$239)

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares1,552 from 15

Change+1,537 (+10247%)

Value$20.9K (+$20.7K)

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares1,432 from 64

Change+1,368 (+2138%)

Value$19.3K (+$18.4K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

UNCHANGED

Shares1,396 from 1,396

Change0 (0%)

Value$18.8K (+$209)

Filed 2026-10-20

Silver Grove Financial Group, Inc.

INCREASED

Shares1,308 from 1,300

Change+8 (+1%)

Value$17.6K (+$303)

Filed 2026-11-05

Essential Partners LLC

INCREASED

Shares1,164 from 52

Change+1,112 (+2138%)

Value$15.7K (+$15.0K)

Filed 2026-10-14

Activest Wealth Management

UNCHANGED

Shares1,008 from 1,008

Change0 (0%)

Value$13.6K (+$151)

Filed 2026-10-15

Kings Path Partners LLC

NEW

Shares1,000

Change+1,000

Value$13.5K

Filed 2026-10-21

Carolina Wealth Advisors, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$9.4K (+$105)

Filed 2026-10-23

Madden Securities Corp

NEW

Shares650

Change+650

Value$8.8K

Filed 2026-10-27

Asset Planning,Inc

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$8.8K (+$98)

Filed 2026-10-26

Lanark Financial, Inc.

INCREASED

Shares500 from 100

Change+400 (+400%)

Value$6.7K (+$5.4K)

Filed 2026-10-26

Financial Consulate, Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$6.7K (+$75)

Filed 2026-10-23

Versant Capital Management, Inc

NEW

Shares372

Change+372

Value$5.0K

Filed 2026-10-02

Provenance Wealth Advisors, LLC

NEW

Shares352

Change+352

Value$4.7K

Filed 2026-10-30

Adirondack Trust Co

UNCHANGED

Shares344 from 344

Change0 (0%)

Value$4.6K (+$51)

Filed 2026-10-14

Hurley Capital, LLC

UNCHANGED

Shares292 from 292

Change0 (0%)

Value$3.9K (+$44)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares267 from 1

Change+266 (+26600%)

Value$3.6K (+$3.6K)

Filed 2026-11-04

Jacobi Capital Management LLC

NEW

Shares250

Change+250

Value$3.4K

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$3 ($0)

Filed 2026-11-04

Arlington Trust Co LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.7K (+$30)

Filed 2026-10-20

Golden State Wealth Management, LLC

DECREASED

Shares175 from 8,688

Change-8,513 (-98%)

Value$2.4K (-$113.4K)

Filed 2026-11-02

Parallel Advisors, LLC

NEW

Shares163

Change+163

Value$2.2K

Filed 2026-11-03

SJS Investment Consulting Inc.

NEW

Shares157

Change+157

Value$2.1K

Filed 2026-10-26

Smallwood Wealth Investment Management, LLC

NEW

Shares150

Change+150

Value$2.0K

Filed 2026-10-30

Westside Investment Management, Inc.

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$2.0K (+$23)

Filed 2026-11-02

Latitude Advisors, LLC

NEW

Shares100

Change+100

Value$1.3K

Filed 2026-10-27

Clark Wealth Partners

NEW

Shares83

Change+83

Value$1.1K

Filed 2026-10-19

William Mack & Associates, Inc.

NEW

Shares60

Change+60

Value$809

Filed 2026-10-27

Financial Management Professionals, Inc.

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$714 (+$8)

Filed 2026-10-23

Compass Financial Management LLC

NEW

Shares38

Change+38

Value$512

Filed 2026-10-30

Physician Wealth Advisors, Inc.

NEW

Shares38

Change+38

Value$512

Filed 2026-10-20

Miller Global Investments, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$471 (+$5)

Filed 2026-10-02

Covestor Ltd

NEW

Shares33

Change+33

Value$0

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares15

Change+15

Value$202

Filed 2026-10-21

Assetmark, Inc

NEW

Shares3

Change+3

Value$40

Filed 2026-10-21

Investment Research & Advisory Group, Inc.

NEW

Shares1

Change+1

Value$13

Filed 2026-10-19

Imc-Chicago, LLC

CLOSED

Shares0 from 319,766

Change-319,766 (-100%)

Value$0 (-$4.3M)

Filed 2026-11-05

Simplex Trading, LLC

CLOSED

Shares0 from 176,239

Change-176,239 (-100%)

Value$0 (-$2.3M)

Filed 2026-11-04

Daiwa Securities Group Inc.

CLOSED

Shares0 from 54,700

Change-54,700 (-100%)

Value$0 (-$728.6K)

Filed 2026-10-29

Beaumont Asset Management, L.L.C.

CLOSED

Shares0 from 32,392

Change-32,392 (-100%)

Value$0 (-$431.5K)

Filed 2026-10-16

Cornerstone Wealth Management, LLC

CLOSED

Shares0 from 12,311

Change-12,311 (-100%)

Value$0 (-$164.0K)

Filed 2026-11-04

Gainplan LLC

CLOSED

Shares0 from 11,439

Change-11,439 (-100%)

Value$0 (-$152.4K)

Filed 2026-10-09

Wolverine Asset Management LLC

CLOSED

Shares0 from 4,592

Change-4,592 (-100%)

Value$0 (-$61.2K)

Filed 2026-11-02

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$53.3K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 3,800

Change-3,800 (-100%)

Value$0 (-$49.1K)

Filed 2026-11-02

Solstein Capital, LLC

CLOSED

Shares0 from 534

Change-534 (-100%)

Value$0 (-$7.1K)

Filed 2026-11-02

Cedar Mountain Advisors, LLC

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$5.3K)

Filed 2026-10-15

Salem Investment Counselors Inc

CLOSED

Shares0 from 238

Change-238 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-13

CoreCap Advisors, LLC

CLOSED

Shares0 from 224

Change-224 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-08

Asset Dedication, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-03

American Capital Advisory, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-28

Founders Capital Management

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-15

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$559)

Filed 2026-10-26

S&G Foundation

N/A

Shares— from 11,573,878

Change-11,573,878 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 9,034,636

Change-9,034,636 (-100%)

Value—

Defiance ETFs, LLC

N/A

Shares— from 4,937,608

Change-4,937,608 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,897,881

Change-4,897,881 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,401,767

Change-3,401,767 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 3,197,940

Change-3,197,940 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,160,098

Change-3,160,098 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,123,550

Change-3,123,550 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,627,458

Change-2,627,458 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,386,925

Change-2,386,925 (-100%)

Value—

Global Frontier Investments LLC

N/A

Shares— from 2,348,913

Change-2,348,913 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 2,319,687

Change-2,319,687 (-100%)

Value—

Davis Asset Management, L.P.

N/A

Shares— from 2,085,798

Change-2,085,798 (-100%)

Value—

Viking Global Investors LP

N/A

Shares— from 2,032,649

Change-2,032,649 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,788,741

Change-1,788,741 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,681,200

Change-1,681,200 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 1,391,877

Change-1,391,877 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,223,144

Change-1,223,144 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,177,782

Change-1,177,782 (-100%)

Value—

QVT Financial LP

N/A

Shares— from 1,170,881

Change-1,170,881 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,014,205

Change-1,014,205 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,009,487

Change-1,009,487 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 923,867

Change-923,867 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 814,925

Change-814,925 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 737,697

Change-737,697 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 719,980

Change-719,980 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 669,133

Change-669,133 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 464,631

Change-464,631 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 445,956

Change-445,956 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 413,958

Change-413,958 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 334,257

Change-334,257 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 287,515

Change-287,515 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 278,389

Change-278,389 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 278,347

Change-278,347 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 251,313

Change-251,313 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 233,353

Change-233,353 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 203,263

Change-203,263 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 201,396

Change-201,396 (-100%)

Value—

WIM Investment Management Ltd

N/A

Shares— from 184,650

Change-184,650 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 182,812

Change-182,812 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 175,442

Change-175,442 (-100%)

Value—

Blair William & Co

N/A

Shares— from 174,983

Change-174,983 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 170,889

Change-170,889 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 169,479

Change-169,479 (-100%)

Value—

Cantor Fitzgerald, L. P.

N/A

Shares— from 151,721

Change-151,721 (-100%)

Value—

Plustick Management LLC

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 149,512

Change-149,512 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 143,979

Change-143,979 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 140,300

Change-140,300 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 137,654

Change-137,654 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 128,520

Change-128,520 (-100%)

Value—

Schwarz Dygos Wheeler Investment Advisors LLC

N/A

Shares— from 127,704

Change-127,704 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 126,550

Change-126,550 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 125,493

Change-125,493 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 125,267

Change-125,267 (-100%)

Value—

Kryger Capital LLC

N/A

Shares— from 123,583

Change-123,583 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 120,612

Change-120,612 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 118,084

Change-118,084 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 117,027

Change-117,027 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 107,040

Change-107,040 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 99,900

Change-99,900 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 96,676

Change-96,676 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 89,413

Change-89,413 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 88,337

Change-88,337 (-100%)

Value—

Barclays PLC

N/A

Shares— from 82,650

Change-82,650 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 76,481

Change-76,481 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 75,122

Change-75,122 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 74,767

Change-74,767 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 69,125

Change-69,125 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 63,293

Change-63,293 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 62,353

Change-62,353 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 60,708

Change-60,708 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 59,131

Change-59,131 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 58,232

Change-58,232 (-100%)

Value—

B & T Capital Management DBA Alpha Capital Management

N/A

Shares— from 57,056

Change-57,056 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 57,010

Change-57,010 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 54,678

Change-54,678 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 53,957

Change-53,957 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 53,884

Change-53,884 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 49,817

Change-49,817 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 49,216

Change-49,216 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 47,415

Change-47,415 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 47,004

Change-47,004 (-100%)

Value—

Sandler Capital Management

N/A

Shares— from 46,974

Change-46,974 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 46,791

Change-46,791 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 46,513

Change-46,513 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 42,728

Change-42,728 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 42,000

Change-42,000 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 41,300

Change-41,300 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 41,040

Change-41,040 (-100%)

Value—

Myda Advisors LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 34,968

Change-34,968 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 34,707

Change-34,707 (-100%)

Value—

Meridian Wealth Advisors, LLC

N/A

Shares— from 34,673

Change-34,673 (-100%)

Value—

FreeGulliver LLC

N/A

Shares— from 31,540

Change-31,540 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 28,111

Change-28,111 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 27,346

Change-27,346 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 25,254

Change-25,254 (-100%)

Value—

ACT Capital Management, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 24,230

Change-24,230 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 24,039

Change-24,039 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 24,034

Change-24,034 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 24,000

Change-24,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 23,778

Change-23,778 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 23,764

Change-23,764 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 23,360

Change-23,360 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 22,251

Change-22,251 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 21,800

Change-21,800 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 21,340

Change-21,340 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 20,608

Change-20,608 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 20,207

Change-20,207 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 19,705

Change-19,705 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 19,640

Change-19,640 (-100%)

Value—

Pier 88 Investment Partners LLC

N/A

Shares— from 19,600

Change-19,600 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 19,547

Change-19,547 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 18,680

Change-18,680 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 18,058

Change-18,058 (-100%)

Value—

Stevens Capital Management LP

N/A

Shares— from 17,700

Change-17,700 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 16,942

Change-16,942 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 16,803

Change-16,803 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 16,531

Change-16,531 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 15,690

Change-15,690 (-100%)

Value—

Investor's Fiduciary Advisor Network, LLC

N/A

Shares— from 14,599

Change-14,599 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 14,445

Change-14,445 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 13,450

Change-13,450 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 13,317

Change-13,317 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 12,629

Change-12,629 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12,140

Change-12,140 (-100%)

Value—

Storgate, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 11,976

Change-11,976 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 11,831

Change-11,831 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 11,568

Change-11,568 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 11,300

Change-11,300 (-100%)

Value—

Darden Wealth Group Inc

N/A

Shares— from 11,201

Change-11,201 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,100

Change-11,100 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 10,680

Change-10,680 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 10,001

Change-10,001 (-100%)

Value—

K.J. Harrison & Partners Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 9,410

Change-9,410 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,011

Change-8,011 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,385

Change-6,385 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,045

Change-6,045 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,241

Change-4,241 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 3,281

Change-3,281 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 2,359

Change-2,359 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,063

Change-2,063 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,049

Change-2,049 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1,517

Change-1,517 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 1,425

Change-1,425 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,289

Change-1,289 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 1,074

Change-1,074 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 862

Change-862 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 613

Change-613 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 565

Change-565 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 275

Change-275 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 250

Change-250 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 230

Change-230 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 158

Change-158 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 67

Change-67 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

	Status
Glynn Capital Management LLC	UNCHANGED	4,315,260	4,315,260	0	0%	$57.5M	$58.1M	+$647.3K	2026-10-07
Bank of New York Mellon Corp	INCREASED	1,758,846	1,076,802	+682,044	+63%	$14.3M	$23.7M	+$9.3M	2026-11-05
1900 Wealth Management LLC	INCREASED	1,075,190	1,074,977	+213	+0%	$14.3M	$14.5M	+$164.1K	2026-10-13
Pinnacle Associates LTD	INCREASED	1,045,860	734,580	+311,280	+42%	$9.8M	$14.1M	+$4.3M	2026-10-20
Integrated Advisors Network LLC	INCREASED	724,335	457,733	+266,602	+58%	$6.1M	$9.8M	+$3.7M	2026-10-20
1888 Investments, LLC	UNCHANGED	331,507	331,507	0	0%	$4.4M	$4.5M	+$49.7K	2026-11-04
Strong Tower Advisory Services	INCREASED	246,415	222,687	+23,728	+11%	$3.0M	$3.3M	+$353.0K	2026-10-13
Turtle Creek Wealth Advisors, LLC	UNCHANGED	237,878	237,878	0	0%	$3.2M	$3.2M	+$35.7K	2026-10-15
SLT Holdings LLC	DECREASED	176,750	196,950	-20,200	-10%	$2.6M	$2.4M	-$242.6K	2026-10-15
Steinberganna Wealth Management	INCREASED	169,260	102,383	+66,877	+65%	$1.4M	$2.3M	+$916.2K	2026-10-23
Oppenheimer & Co Inc	DECREASED	160,779	404,514	-243,735	-60%	$5.4M	$2.2M	-$3.2M	2026-10-26
TD Waterhouse Canada Inc.	INCREASED	137,432	1,040	+136,392	+13115%	$13.4K	$1.8M	+$1.8M	2026-10-16
Paragon Capital Management Ltd	DECREASED	84,580	94,080	-9,500	-10%	$1.3M	$1.1M	-$113.9K	2026-10-09
Citigroup Inc	DECREASED	83,409	96,418	-13,009	-13%	$1.3M	$1.1M	-$160.8K	2026-11-04
Secure Asset Management, LLC	INCREASED	80,920	63,601	+17,319	+27%	$847.2K	$1.1M	+$242.8K	2026-10-19
D'Orazio & Associates, Inc.	UNCHANGED	69,481	69,481	0	0%	$925.5K	$935.9K	+$10.4K	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	63,147	63,993	-846	-1%	$852	$851.0K	+$850.1K	2026-11-02
Coastline Trust Co	UNCHANGED	59,258	59,258	0	0%	$789.3K	$798.2K	+$8.9K	2026-10-01
Truist Financial Corp	INCREASED	55,168	51,160	+4,008	+8%	$681.5K	$743.1K	+$61.7K	2026-10-30
Encompass Wealth Advisors, LLC	NEW	55,000	—	+55,000	—	—	$740.9K	—	2026-10-15
Fort Washington Investment Advisors Inc	UNCHANGED	54,042	54,042	0	0%	$719.8K	$727.9K	+$8.1K	2026-10-15
Creative Planning	INCREASED	53,622	5,284	+48,338	+915%	$70.4K	$722.3K	+$651.9K	2026-11-02
Caitong International Asset Management Co., Ltd	INCREASED	51,610	3,349	+48,261	+1441%	$44.6K	$695.2K	+$650.6K	2026-10-29
Bison Wealth, LLC	INCREASED	50,438	50,000	+438	+1%	$616.5K	$523.5K	-$93.0K	2026-10-13
Dudley Capital Management, LLC	INCREASED	49,200	48,500	+700	+1%	$646.0K	$662.7K	+$16.7K	2026-10-23
Vontobel Holding Ltd.	NEW	48,204	—	+48,204	—	—	$649.3K	—	2026-10-16
Verity Asset Management, Inc.	INCREASED	41,512	32,477	+9,035	+28%	$432.6K	$559.2K	+$126.6K	2026-10-30
Griffin Asset Management, Inc.	DECREASED	40,030	46,065	-6,035	-13%	$613.6K	$539.2K	-$74.4K	2026-10-22
Wealth Enhancement Advisory Services, LLC	DECREASED	39,720	51,272	-11,552	-23%	$572.7K	$443.3K	-$129.4K	2026-10-13
Meridian Wealth Management, LLC	INCREASED	39,339	34,156	+5,183	+15%	$455.0K	$529.9K	+$74.9K	2026-11-05
McGuire Investment Group, LLC	INCREASED	36,865	26,825	+10,040	+37%	$357.3K	$496.6K	+$139.3K	2026-10-23
Chicago Partners Investment Group LLC	DECREASED	36,748	42,272	-5,524	-13%	$409.6K	$321.5K	-$88.1K	2026-10-27
Leonteq Securities AG	INCREASED	34,606	32,832	+1,774	+5%	$437.3K	$466.1K	+$28.8K	2026-10-29
Harbour Capital Advisors, LLC	NEW	30,325	—	+30,325	—	—	$408.5K	—	2026-10-13
BCM Advisors, LLC	UNCHANGED	30,000	30,000	0	0%	$269.1K	$266.4K	-$2.7K	2026-11-03
Strs Ohio	INCREASED	29,700	23,100	+6,600	+29%	$307.7K	$400.1K	+$92.4K	2026-10-30
MGO One Seven LLC	DECREASED	20,216	20,416	-200	-1%	$271.9K	$272.3K	+$369	2026-10-28
Grange Capital, LLC	DECREASED	19,885	19,935	-50	0%	$265.5K	$267.9K	+$2.3K	2026-10-20
Almanack Investment Partners, Llc.	INCREASED	19,750	19,340	+410	+2%	$257.6K	$266.0K	+$8.4K	2026-11-03
Kingswood Wealth Advisors, LLC	DECREASED	19,050	29,110	-10,060	-35%	$387.7K	$256.6K	-$131.1K	2026-10-23
Arizona State Retirement System	INCREASED	18,420	13,738	+4,682	+34%	$183.0K	$248.1K	+$65.1K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	17,194	21,327	-4,133	-19%	$284.1K	$231.6K	-$52.5K	2026-11-02
Sather Financial Group Inc	DECREASED	17,000	19,000	-2,000	-11%	$253.1K	$229.0K	-$24.1K	2026-10-30
Fulcrum Asset Management LLP	NEW	16,892	—	+16,892	—	—	$233.8K	—	2026-11-04
Straight Path Wealth Management	INCREASED	16,000	14,500	+1,500	+10%	$193.1K	$215.5K	+$22.4K	2026-10-23
IFP Advisors, Inc	DECREASED	15,638	16,613	-975	-6%	$221.3K	$210.6K	-$10.6K	2026-10-16
Vise Technologies, Inc.	DECREASED	14,989	32,099	-17,110	-53%	$427.6K	$201.9K	-$225.7K	2026-10-29
Brooklyn FI, LLC	NEW	14,919	—	+14,919	—	—	$127.7K	—	2026-11-05
Green Alpha Advisors, LLC	NEW	14,800	—	+14,800	—	—	$199.4K	—	2026-10-08
Kestra Advisory Services, LLC	NEW	14,473	—	+14,473	—	—	$195.0K	—	2026-11-02
FNY Investment Advisers, LLC	INCREASED	14,050	10,857	+3,193	+29%	$144	$189	+$45	2026-10-16
ProShare Advisors LLC	DECREASED	13,747	15,407	-1,660	-11%	$205.2K	$185.2K	-$20.1K	2026-10-29
Acorn Financial Advisory Services Inc	NEW	12,158	—	+12,158	—	—	$163.8K	—	2026-11-02
OpenArc Corporate Advisory, LLC	NEW	11,420	—	+11,420	—	—	$153.8K	—	2026-10-21
Visionary Wealth Advisors	DECREASED	11,410	13,910	-2,500	-18%	$185.3K	$153.7K	-$31.6K	2026-11-04
LexAurum Advisors, LLC	INCREASED	11,250	10,950	+300	+3%	$145.9K	$151.5K	+$5.7K	2026-10-19
Pekin Hardy Strauss, Inc.	UNCHANGED	11,150	11,150	0	0%	$148.5K	$150.2K	+$1.7K	2026-11-02
Xponance LLC	DECREASED	10,531	11,176	-645	-6%	$148.9K	$141.9K	-$7.0K	2026-11-03
Signature Equity Partners, LLC	INCREASED	9,427	6,478	+2,949	+46%	$86.3K	$127.0K	+$40.7K	2026-10-29
US Bancorp \de\	DECREASED	4,381	16,661	-12,280	-74%	$221.9K	$59.0K	-$162.9K	2026-11-05
Summit Securities Group LLC	NEW	4,330	—	+4,330	—	—	$58.3K	—	2026-11-05
Fifth Third Bancorp	INCREASED	3,500	3,277	+223	+7%	$43.7K	$47.1K	+$3.5K	2026-11-05
Center for Financial Planning, Inc.	INCREASED	3,070	2,544	+526	+21%	$33.9K	$41.4K	+$7.5K	2026-10-26
Farther Finance Advisors, LLC	DECREASED	2,940	4,625	-1,685	-36%	$61.6K	$39.6K	-$22.0K	2026-10-08
Sterling Capital Management LLC	INCREASED	2,908	1,345	+1,563	+116%	$17.9K	$39.2K	+$21.3K	2026-10-22
Larson Financial Group LLC	UNCHANGED	1,591	1,591	0	0%	$21.2K	$21.4K	+$239	2026-11-05
Signaturefd, LLC	INCREASED	1,552	15	+1,537	+10247%	$200	$20.9K	+$20.7K	2026-10-23
Gamma Investing LLC	INCREASED	1,432	64	+1,368	+2138%	$852	$19.3K	+$18.4K	2026-10-08
Nisa Investment Advisors, LLC	UNCHANGED	1,396	1,396	0	0%	$18.6K	$18.8K	+$209	2026-10-20
Silver Grove Financial Group, Inc.	INCREASED	1,308	1,300	+8	+1%	$17.3K	$17.6K	+$303	2026-11-05
Essential Partners LLC	INCREASED	1,164	52	+1,112	+2138%	$693	$15.7K	+$15.0K	2026-10-14
Activest Wealth Management	UNCHANGED	1,008	1,008	0	0%	$13.4K	$13.6K	+$151	2026-10-15
Kings Path Partners LLC	NEW	1,000	—	+1,000	—	—	$13.5K	—	2026-10-21
Carolina Wealth Advisors, LLC	UNCHANGED	700	700	0	0%	$9.3K	$9.4K	+$105	2026-10-23
Madden Securities Corp	NEW	650	—	+650	—	—	$8.8K	—	2026-10-27
Asset Planning,Inc	UNCHANGED	650	650	0	0%	$8.7K	$8.8K	+$98	2026-10-26
Lanark Financial, Inc.	INCREASED	500	100	+400	+400%	$1.3K	$6.7K	+$5.4K	2026-10-26
Financial Consulate, Inc	UNCHANGED	500	500	0	0%	$6.7K	$6.7K	+$75	2026-10-23
Versant Capital Management, Inc	NEW	372	—	+372	—	—	$5.0K	—	2026-10-02
Provenance Wealth Advisors, LLC	NEW	352	—	+352	—	—	$4.7K	—	2026-10-30
Adirondack Trust Co	UNCHANGED	344	344	0	0%	$4.6K	$4.6K	+$51	2026-10-14
Hurley Capital, LLC	UNCHANGED	292	292	0	0%	$3.9K	$3.9K	+$44	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	267	1	+266	+26600%	$13	$3.6K	+$3.6K	2026-11-04
Jacobi Capital Management LLC	NEW	250	—	+250	—	—	$3.4K	—	2026-11-05
Avion Wealth	UNCHANGED	250	250	0	0%	$3	$3	$0	2026-11-04
Arlington Trust Co LLC	UNCHANGED	200	200	0	0%	$2.7K	$2.7K	+$30	2026-10-20
Golden State Wealth Management, LLC	DECREASED	175	8,688	-8,513	-98%	$115.7K	$2.4K	-$113.4K	2026-11-02
Parallel Advisors, LLC	NEW	163	—	+163	—	—	$2.2K	—	2026-11-03
SJS Investment Consulting Inc.	NEW	157	—	+157	—	—	$2.1K	—	2026-10-26
Smallwood Wealth Investment Management, LLC	NEW	150	—	+150	—	—	$2.0K	—	2026-10-30
Westside Investment Management, Inc.	UNCHANGED	150	150	0	0%	$2.0K	$2.0K	+$23	2026-11-02
Latitude Advisors, LLC	NEW	100	—	+100	—	—	$1.3K	—	2026-10-27
Clark Wealth Partners	NEW	83	—	+83	—	—	$1.1K	—	2026-10-19
William Mack & Associates, Inc.	NEW	60	—	+60	—	—	$809	—	2026-10-27
Financial Management Professionals, Inc.	UNCHANGED	53	53	0	0%	$706	$714	+$8	2026-10-23
Compass Financial Management LLC	NEW	38	—	+38	—	—	$512	—	2026-10-30
Physician Wealth Advisors, Inc.	NEW	38	—	+38	—	—	$512	—	2026-10-20
Miller Global Investments, LLC	UNCHANGED	35	35	0	0%	$466	$471	+$5	2026-10-02
Covestor Ltd	NEW	33	—	+33	—	—	$0	—	2026-10-30
Root Financial Partners, LLC	NEW	15	—	+15	—	—	$202	—	2026-10-21
Assetmark, Inc	NEW	3	—	+3	—	—	$40	—	2026-10-21
Investment Research & Advisory Group, Inc.	NEW	1	—	+1	—	—	$13	—	2026-10-19
Imc-Chicago, LLC	CLOSED	0	319,766	-319,766	-100%	$4.3M	$0	-$4.3M	2026-11-05
Simplex Trading, LLC	CLOSED	0	176,239	-176,239	-100%	$2.3M	$0	-$2.3M	2026-11-04
Daiwa Securities Group Inc.	CLOSED	0	54,700	-54,700	-100%	$728.6K	$0	-$728.6K	2026-10-29
Beaumont Asset Management, L.L.C.	CLOSED	0	32,392	-32,392	-100%	$431.5K	$0	-$431.5K	2026-10-16
Cornerstone Wealth Management, LLC	CLOSED	0	12,311	-12,311	-100%	$164.0K	$0	-$164.0K	2026-11-04
Gainplan LLC	CLOSED	0	11,439	-11,439	-100%	$152.4K	$0	-$152.4K	2026-10-09
Wolverine Asset Management LLC	CLOSED	0	4,592	-4,592	-100%	$61.2K	$0	-$61.2K	2026-11-02
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	4,000	-4,000	-100%	$53.3K	$0	-$53.3K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	3,800	-3,800	-100%	$49.1K	$0	-$49.1K	2026-11-02
Solstein Capital, LLC	CLOSED	0	534	-534	-100%	$7.1K	$0	-$7.1K	2026-11-02
Cedar Mountain Advisors, LLC	CLOSED	0	400	-400	-100%	$5.3K	$0	-$5.3K	2026-10-15
Salem Investment Counselors Inc	CLOSED	0	238	-238	-100%	$3.2K	$0	-$3.2K	2026-10-13
CoreCap Advisors, LLC	CLOSED	0	224	-224	-100%	$3.0K	$0	-$3.0K	2026-10-08
Asset Dedication, LLC	CLOSED	0	100	-100	-100%	$1.3K	$0	-$1.3K	2026-11-03
American Capital Advisory, LLC	CLOSED	0	100	-100	-100%	$1.3K	$0	-$1.3K	2026-10-28
Founders Capital Management	CLOSED	0	100	-100	-100%	$1.3K	$0	-$1.3K	2026-10-13
AdvisorNet Financial, Inc	CLOSED	0	100	-100	-100%	$1.3K	$0	-$1.3K	2026-10-15
Vermillion Wealth Management, Inc.	CLOSED	0	42	-42	-100%	$559	$0	-$559	2026-10-26
S&G Foundation	N/A	—	11,573,878	-11,573,878	-100%	$154.2M	—	—	—
BlackRock, Inc.	N/A	—	9,034,636	-9,034,636	-100%	$120.3M	—	—	—
Defiance ETFs, LLC	N/A	—	4,937,608	-4,937,608	-100%	$63.8M	—	—	—
Penserra Capital Management LLC	N/A	—	4,897,881	-4,897,881	-100%	$65.2K	—	—	—
Morgan Stanley	N/A	—	3,401,767	-3,401,767	-100%	$45.3M	—	—	—
Geode Capital Management, LLC	N/A	—	3,197,940	-3,197,940	-100%	$42.6M	—	—	—
UBS Group AG	N/A	—	3,160,098	-3,160,098	-100%	$42.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,123,550	-3,123,550	-100%	$41.6M	—	—	—
State Street Corp	N/A	—	2,627,458	-2,627,458	-100%	$35.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,386,925	-2,386,925	-100%	$31.8M	—	—	—
Global Frontier Investments LLC	N/A	—	2,348,913	-2,348,913	-100%	$31.3K	—	—	—
Citadel Advisors LLC	N/A	—	2,319,687	-2,319,687	-100%	$30.9M	—	—	—
Davis Asset Management, L.P.	N/A	—	2,085,798	-2,085,798	-100%	$27.8M	—	—	—
Viking Global Investors LP	N/A	—	2,032,649	-2,032,649	-100%	$27.1M	—	—	—
JPMorgan Chase & Co	N/A	—	1,788,741	-1,788,741	-100%	$24.8M	—	—	—
Renaissance Technologies LLC	N/A	—	1,681,200	-1,681,200	-100%	$22.4M	—	—	—
Van Eck Associates Corp	N/A	—	1,391,877	-1,391,877	-100%	$18.5M	—	—	—
Jane Street Group, LLC	N/A	—	1,223,144	-1,223,144	-100%	$16.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,177,782	-1,177,782	-100%	$15.7M	—	—	—
QVT Financial LP	N/A	—	1,170,881	-1,170,881	-100%	$15.6M	—	—	—
Northern Trust Corp	N/A	—	1,014,205	-1,014,205	-100%	$13.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	1,009,487	-1,009,487	-100%	$13.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	923,867	-923,867	-100%	$12.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	814,925	-814,925	-100%	$10.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	737,697	-737,697	-100%	$9.8M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	719,980	-719,980	-100%	$9.6K	—	—	—
HighTower Advisors, LLC	N/A	—	669,133	-669,133	-100%	$8.9M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	464,631	-464,631	-100%	$6.2M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	445,956	-445,956	-100%	$5.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	413,958	-413,958	-100%	$5.5M	—	—	—
LMR Partners LLP	N/A	—	334,257	-334,257	-100%	$4.5M	—	—	—
Nuveen, LLC	N/A	—	287,515	-287,515	-100%	$3.8M	—	—	—
Pier Capital, LLC	N/A	—	278,389	-278,389	-100%	$3.7M	—	—	—
Wellington Management Group LLP	N/A	—	278,347	-278,347	-100%	$3.7M	—	—	—
Cerity Partners LLC	N/A	—	251,313	-251,313	-100%	$3.3M	—	—	—
LPL Financial LLC	N/A	—	233,353	-233,353	-100%	$3.1M	—	—	—
Bank of America Corp	N/A	—	203,263	-203,263	-100%	$2.7M	—	—	—
Virtu Financial LLC	N/A	—	201,396	-201,396	-100%	$2.7K	—	—	—
WIM Investment Management Ltd	N/A	—	184,650	-184,650	-100%	$2.5M	—	—	—
Baird Financial Group, Inc.	N/A	—	182,812	-182,812	-100%	$2.4M	—	—	—
Wells Fargo & Company	N/A	—	175,442	-175,442	-100%	$2.3M	—	—	—
Blair William & Co	N/A	—	174,983	-174,983	-100%	$2.3M	—	—	—
Raymond James Financial Inc	N/A	—	170,889	-170,889	-100%	$2.3M	—	—	—
Clear Street Group Inc.	N/A	—	169,479	-169,479	-100%	$2.3M	—	—	—
Cantor Fitzgerald, L. P.	N/A	—	151,721	-151,721	-100%	$2.0M	—	—	—
Plustick Management LLC	N/A	—	150,000	-150,000	-100%	$2.0M	—	—	—
Rhumbline Advisers	N/A	—	149,512	-149,512	-100%	$2.0M	—	—	—
Advisory Services Network, LLC	N/A	—	143,979	-143,979	-100%	$1.9M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	140,300	-140,300	-100%	$1.9M	—	—	—
XTX Topco Ltd	N/A	—	137,654	-137,654	-100%	$1.8M	—	—	—
Alliancebernstein L.P.	N/A	—	128,520	-128,520	-100%	$1.7M	—	—	—
Schwarz Dygos Wheeler Investment Advisors LLC	N/A	—	127,704	-127,704	-100%	$1.7M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	126,550	-126,550	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	125,493	-125,493	-100%	$1.7M	—	—	—
Ameriprise Financial Inc	N/A	—	125,267	-125,267	-100%	$1.7M	—	—	—
Kryger Capital LLC	N/A	—	123,583	-123,583	-100%	$1.6M	—	—	—
Marex Group Ltd	N/A	—	120,612	-120,612	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	118,084	-118,084	-100%	$1.6M	—	—	—
Deutsche Bank Ag\	N/A	—	117,027	-117,027	-100%	$1.6M	—	—	—
Two Sigma Investments, LP	N/A	—	107,040	-107,040	-100%	$1.4M	—	—	—
Swiss National Bank	N/A	—	99,900	-99,900	-100%	$1.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	96,676	-96,676	-100%	$1.3K	—	—	—
Nomura Holdings Inc	N/A	—	89,413	-89,413	-100%	$1.2M	—	—	—
Aristides Capital LLC	N/A	—	88,337	-88,337	-100%	$1.2M	—	—	—
Barclays PLC	N/A	—	82,650	-82,650	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	76,481	-76,481	-100%	$1.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	75,122	-75,122	-100%	$1.0M	—	—	—
Group One Trading LLC	N/A	—	74,767	-74,767	-100%	$995.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	69,125	-69,125	-100%	$920.7K	—	—	—
Invesco Ltd.	N/A	—	63,293	-63,293	-100%	$843.1K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	62,353	-62,353	-100%	$830.5K	—	—	—
Diametric Capital, LP	N/A	—	60,708	-60,708	-100%	$808.6K	—	—	—
SEI Investments Co	N/A	—	59,131	-59,131	-100%	$787.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	58,232	-58,232	-100%	$775.7K	—	—	—
B & T Capital Management DBA Alpha Capital Management	N/A	—	57,056	-57,056	-100%	$760.0K	—	—	—
California State Teachers Retirement System	N/A	—	57,010	-57,010	-100%	$759.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	54,678	-54,678	-100%	$728.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	53,957	-53,957	-100%	$718.7K	—	—	—
Prelude Capital Management, LLC	N/A	—	53,884	-53,884	-100%	$717.7K	—	—	—
Shay Capital LLC	N/A	—	49,817	-49,817	-100%	$663.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	49,216	-49,216	-100%	$655.6K	—	—	—
Stifel Financial Corp	N/A	—	47,415	-47,415	-100%	$631.6K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	47,004	-47,004	-100%	$626.1K	—	—	—
Sandler Capital Management	N/A	—	46,974	-46,974	-100%	$625.7K	—	—	—
Walleye Trading LLC	N/A	—	46,791	-46,791	-100%	$623.3K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	46,513	-46,513	-100%	$619.6K	—	—	—
Legal & General Group Plc	N/A	—	42,728	-42,728	-100%	$569.1K	—	—	—
Boston Family Office LLC	N/A	—	42,000	-42,000	-100%	$559	—	—	—
New York State Common Retirement Fund	N/A	—	41,300	-41,300	-100%	$550.1K	—	—	—
AQR Capital Management LLC	N/A	—	41,040	-41,040	-100%	$546.7K	—	—	—
Myda Advisors LLC	N/A	—	40,000	-40,000	-100%	$532.8K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	34,968	-34,968	-100%	$465.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	34,707	-34,707	-100%	$462.3K	—	—	—
Meridian Wealth Advisors, LLC	N/A	—	34,673	-34,673	-100%	$461.8K	—	—	—
FreeGulliver LLC	N/A	—	31,540	-31,540	-100%	$420.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	28,111	-28,111	-100%	$374.4K	—	—	—
Advyzon Investment Management, LLC	N/A	—	27,346	-27,346	-100%	$364.2K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	25,254	-25,254	-100%	$336.4K	—	—	—
ACT Capital Management, LLC	N/A	—	25,000	-25,000	-100%	$333.0K	—	—	—
TD Asset Management Inc	N/A	—	24,230	-24,230	-100%	$322.7K	—	—	—
MML Investors Services, LLC	N/A	—	24,039	-24,039	-100%	$320.2K	—	—	—
Tidal Investments LLC	N/A	—	24,034	-24,034	-100%	$320.1K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	24,000	-24,000	-100%	$319.7K	—	—	—
Voya Investment Management LLC	N/A	—	23,778	-23,778	-100%	$316.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	23,764	-23,764	-100%	$316.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	23,360	-23,360	-100%	$311.2K	—	—	—
Intech Investment Management LLC	N/A	—	22,251	-22,251	-100%	$296.4K	—	—	—
Jupiter Topco LLC	N/A	—	21,800	-21,800	-100%	$290.6K	—	—	—
Algert Global LLC	N/A	—	21,340	-21,340	-100%	$284.2K	—	—	—
Captrust Financial Advisors	N/A	—	20,608	-20,608	-100%	$274.5K	—	—	—
SummitTX Capital, L.P.	N/A	—	20,207	-20,207	-100%	$269.2K	—	—	—
Prudential Financial Inc	N/A	—	19,705	-19,705	-100%	$262.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	19,640	-19,640	-100%	$261.6K	—	—	—
Pier 88 Investment Partners LLC	N/A	—	19,600	-19,600	-100%	$261.1K	—	—	—
Mariner, LLC	N/A	—	19,547	-19,547	-100%	$260.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	18,680	-18,680	-100%	$248.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	18,058	-18,058	-100%	$246.1K	—	—	—
Stevens Capital Management LP	N/A	—	17,700	-17,700	-100%	$236	—	—	—
Kingsview Wealth Management, LLC	N/A	—	16,942	-16,942	-100%	$225.7K	—	—	—
Marshall Wace, LLP	N/A	—	16,803	-16,803	-100%	$223.8K	—	—	—
Private Advisor Group, LLC	N/A	—	16,531	-16,531	-100%	$220.2K	—	—	—
PFG Investments, LLC	N/A	—	15,690	-15,690	-100%	$209.0K	—	—	—
Investor's Fiduciary Advisor Network, LLC	N/A	—	14,599	-14,599	-100%	$194	—	—	—
Jennison Associates LLC	N/A	—	14,445	-14,445	-100%	$192.4K	—	—	—
National Bank of Canada	N/A	—	13,450	-13,450	-100%	$179.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	13,317	-13,317	-100%	$177.4K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	12,629	-12,629	-100%	$168.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12,140	-12,140	-100%	$161.7K	—	—	—
Storgate, LLC	N/A	—	12,000	-12,000	-100%	$159.8K	—	—	—
Brown Advisory Inc	N/A	—	11,976	-11,976	-100%	$159.5K	—	—	—
Summit Financial, LLC	N/A	—	11,831	-11,831	-100%	$157.6K	—	—	—
Equitable Holdings, Inc.	N/A	—	11,568	-11,568	-100%	$154.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	11,300	-11,300	-100%	$150.5K	—	—	—
Darden Wealth Group Inc	N/A	—	11,201	-11,201	-100%	$149.2K	—	—	—
Jump Financial, LLC	N/A	—	11,100	-11,100	-100%	$147.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	10,680	-10,680	-100%	$142.3K	—	—	—
Vantus Wealth LLC	N/A	—	10,001	-10,001	-100%	$133.2K	—	—	—
K.J. Harrison & Partners Inc	N/A	—	10,000	-10,000	-100%	$133.2K	—	—	—
Russell Investments Group, Ltd.	N/A	—	9,410	-9,410	-100%	$125.3K	—	—	—
SG Americas Securities, LLC	N/A	—	8,011	-8,011	-100%	$107	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,385	-6,385	-100%	$85.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,045	-6,045	-100%	$80.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,241	-4,241	-100%	$56.5K	—	—	—
Ankerstar Wealth, LLC	N/A	—	3,281	-3,281	-100%	$43.7K	—	—	—
Persistent Asset Partners Ltd	N/A	—	2,359	-2,359	-100%	$31.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,063	-2,063	-100%	$27.5K	—	—	—
Arax Advisory Partners	N/A	—	2,049	-2,049	-100%	$27.3K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1,517	-1,517	-100%	$20.2K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	1,500	-1,500	-100%	$20.0K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	1,425	-1,425	-100%	$19.0K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,289	-1,289	-100%	$17.2K	—	—	—
Core Capital Management & Research, inc.	N/A	—	1,074	-1,074	-100%	$14.1K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	1,000	-1,000	-100%	$13.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,000	-1,000	-100%	$13.3K	—	—	—
Sittner & Nelson, LLC	N/A	—	1,000	-1,000	-100%	$13.3K	—	—	—
Ancora Advisors LLCA	N/A	—	1,000	-1,000	-100%	$13.3K	—	—	—
FMR LLC	N/A	—	862	-862	-100%	$11.5K	—	—	—
Continuum Advisory, LLC	N/A	—	613	-613	-100%	$8.2K	—	—	—
Providence Capital Advisors, LLC	N/A	—	600	-600	-100%	$8.0K	—	—	—
Harbour Investments, Inc.	N/A	—	565	-565	-100%	$7.5K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	275	-275	-100%	$3.7K	—	—	—
BFC Planning, Inc.	N/A	—	250	-250	-100%	$3.3K	—	—	—
Hollencrest Capital Management	N/A	—	230	-230	-100%	$3.1K	—	—	—
Allworth Financial LP	N/A	—	158	-158	-100%	$2.1K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	67	-67	-100%	$893	—	—	—
Rothschild Investment LLC	N/A	—	50	-50	-100%	$666	—	—	—
Crewe Advisors LLC	N/A	—	24	-24	-100%	$320	—	—	—

Showing 287 of 287 institutions