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ING Groep N.V. (ING)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Todd Asset Management LLC
DECREASED
Shares2,065,595 from 2,734,689
Change-669,094 (-24%)
Value$73.3M (-$12.5M)
Filed 2026-10-27
Cambiar Investors LLC
INCREASED
Shares768,824 from 602,985
Change+165,839 (+28%)
Value$27.3M (+$8.4M)
Filed 2026-11-04
ABC Arbitrage SA
DECREASED
Shares638,927 from 1,006,300
Change-367,373 (-37%)
Value$22.7M (-$8.9M)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares574,507 from 478,380
Change+96,127 (+20%)
Value$20.4M (+$5.4M)
Filed 2026-11-05
Guardian Partners Inc.
DECREASED
Shares550,215 from 569,007
Change-18,792 (-3%)
Value$19.5M (+$1.7M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares470,979 from 435,371
Change+35,608 (+8%)
Value$16.7M (+$3.1M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares458,404 from 399,748
Change+58,656 (+15%)
Value$16.3M (+$3.7M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares421,191 from 385,973
Change+35,218 (+9%)
Value$14.4M (+$2.3M)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares374,686 from 350,924
Change+23,762 (+7%)
Value$13.3M (+$2.3M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED
Shares357,058 from 360,715
Change-3,657 (-1%)
Value$12.2M (+$873.9K)
Filed 2026-11-04
Dimensional Fund Advisors LP
DECREASED
Shares313,847 from 321,118
Change-7,271 (-2%)
Value$11.1M (+$1.1M)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares299,276 from 176,889
Change+122,387 (+69%)
Value$10.6M (+$5.1M)
Filed 2026-11-03
Capital Investment Counsel, LLC
DECREASED
Shares284,178 from 286,685
Change-2,507 (-1%)
Value$10.1M (+$1.1M)
Filed 2026-10-14
Eagle Global Advisors LLC
DECREASED
Shares236,915 from 237,470
Change-555 (0%)
Value$8.4M (+$958.7K)
Filed 2026-11-02
Boston Common Asset Management, LLC
INCREASED
Shares212,579 from 204,142
Change+8,437 (+4%)
Value$7.5M (+$1.1M)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
DECREASED
Shares211,865 from 218,223
Change-6,358 (-3%)
Value$7.5M (+$673.4K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares211,600 from 210,374
Change+1,226 (+1%)
Value$7.5M (+$910.3K)
Filed 2026-10-13
Morguard Lincluden Global Investments Ltd
DECREASED
Shares203,748 from 209,457
Change-5,709 (-3%)
Value$7.2M (+$660.0K)
Filed 2026-10-28
Gradient Investments LLC
DECREASED
Shares180,491 from 191,552
Change-11,061 (-6%)
Value$6.4M (+$396.5K)
Filed 2026-10-08
Ritholtz Wealth Management
DECREASED
Shares177,982 from 185,033
Change-7,051 (-4%)
Value$6.3M (+$512.0K)
Filed 2026-11-05
Wasatch Advisors LP
DECREASED
Shares172,176 from 175,000
Change-2,824 (-2%)
Value$6.1M (+$620.7K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares165,677 from 153,298
Change+12,379 (+8%)
Value$5.9M (+$1.1M)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares145,105 from 138,304
Change+6,801 (+5%)
Value$5.2M (+$811.3K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares144,530 from 154,080
Change-9,550 (-6%)
Value$5.1M (+$295.8K)
Filed 2026-10-30
Meridian Wealth Management, LLC
DECREASED
Shares140,208 from 141,139
Change-931 (-1%)
Value$5.0M (+$548.5K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares136,010 from 144,746
Change-8,736 (-6%)
Value$4.8M (+$286.2K)
Filed 2026-10-13
Blue Square Asset Management, LLC
DECREASED
Shares127,775 from 133,883
Change-6,108 (-5%)
Value$4.5M (+$334.8K)
Filed 2026-11-02
Mitchell Capital Management Co
INCREASED
Shares120,437 from 119,072
Change+1,365 (+1%)
Value$4.3M (+$539.0K)
Filed 2026-10-29
Quadrant Capital Group LLC
INCREASED
Shares113,893 from 112,956
Change+937 (+1%)
Value$3.8M (+$285.7K)
Filed 2026-10-20
Oppenheimer Asset Management Inc.
DECREASED
Shares110,318 from 117,667
Change-7,349 (-6%)
Value$3.9M (+$223.9K)
Filed 2026-10-27
Sanders Capital, LLC
DECREASED
Shares106,595 from 112,785
Change-6,190 (-5%)
Value$3.8M (+$244.9K)
Filed 2026-11-02
Pzena Investment Management LLC
INCREASED
Shares105,216 from 94,897
Change+10,319 (+11%)
Value$3.7M (+$757.3K)
Filed 2026-10-30
Aaron Wealth Advisors LLC
INCREASED
Shares102,092 from 99,831
Change+2,261 (+2%)
Value$3.6M (+$491.6K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares97,592 from 105,274
Change-7,682 (-7%)
Value$3.5M (+$161.0K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares96,018 from 58,781
Change+37,237 (+63%)
Value$3.4M (+$1.6M)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares92,384 from 69,153
Change+23,231 (+34%)
Value$3.3M (+$1.1M)
Filed 2026-10-21
Highland Capital Management, LLC
DECREASED
Shares87,395 from 88,245
Change-850 (-1%)
Value$3.1M (+$333.4K)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares85,985 from 86,531
Change-546 (-1%)
Value$3.1M (+$337.1K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares82,853 from 47,124
Change+35,729 (+76%)
Value$2.6M (+$1.1M)
Filed 2026-11-04
Bonness Enterprises Inc
UNCHANGED
Shares82,000 from 82,000
Change0 (0%)
Value$2.9M (+$337.8K)
Filed 2026-10-08
Compound Planning, Inc.
INCREASED
Shares75,002 from 64,397
Change+10,605 (+16%)
Value$2.7M (+$641.8K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares73,664 from 67,991
Change+5,673 (+8%)
Value$2.6M (+$481.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares64,535 from 61,799
Change+2,736 (+4%)
Value$2.3M (+$352.3K)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares63,394 from 64,392
Change-998 (-2%)
Value$2.3M (+$229.0K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares60,357 from 53,273
Change+7,084 (+13%)
Value$2.0M (+$292.2K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares58,889 from 61,807
Change-2,918 (-5%)
Value$2.1M (+$151.1K)
Filed 2026-10-14
Confluence Investment Management LLC
INCREASED
Shares56,923 from 56,589
Change+334 (+1%)
Value$2.0M (+$245.0K)
Filed 2026-10-01
Abundance Wealth Counselors
DECREASED
Shares55,266 from 60,214
Change-4,948 (-8%)
Value$2.0M (+$72.5K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares49,448 from 48,240
Change+1,208 (+3%)
Value$1.8M (+$241.0K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares49,310 from 52,973
Change-3,663 (-7%)
Value$1.8M (+$88.2K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares49,273 from 47,535
Change+1,738 (+4%)
Value$1.7M (+$257.5K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares47,791 from 46,421
Change+1,370 (+3%)
Value$1.7M (+$239.9K)
Filed 2026-10-14
First Command Advisory Services, Inc.
INCREASED
Shares46,857 from 11,732
Change+35,125 (+299%)
Value$1.7M (+$1.3M)
Filed 2026-11-05
Wealthstar Advisors, LLC
DECREASED
Shares45,727 from 57,923
Change-12,196 (-21%)
Value$1.6M (-$194.3K)
Filed 2026-10-19
SmartHarvest Portfolios, LLC
INCREASED
Shares43,629 from 9,845
Change+33,784 (+343%)
Value$1.5M (+$1.2M)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares42,698 from 49,933
Change-7,235 (-14%)
Value$1.5M (-$51.1K)
Filed 2026-11-05
Themes Management Co LLC
INCREASED
Shares42,659 from 31,807
Change+10,852 (+34%)
Value$1.5M (+$516.3K)
Filed 2026-10-29
LVW Advisors, LLC
INCREASED
Shares42,496 from 33,907
Change+8,589 (+25%)
Value$1.5M (+$444.6K)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares42,487 from 32,566
Change+9,921 (+30%)
Value$1.5M (+$486.4K)
Filed 2026-10-20
Ativo Capital Management LLC
DECREASED
Shares41,753 from 41,776
Change-23 (0%)
Value$1.5M (+$171.3K)
Filed 2026-10-27
Genesee Capital Advisors, LLC
DECREASED
Shares40,892 from 41,176
Change-284 (-1%)
Value$1.5M (+$159.6K)
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED
Shares39,775 from 37,040
Change+2,735 (+7%)
Value$1.4M (+$249.7K)
Filed 2026-10-09
Abacus Wealth Partners, LLC
DECREASED
Shares37,945 from 38,952
Change-1,007 (-3%)
Value$1.3M (+$124.7K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares36,326 from 35,532
Change+794 (+2%)
Value$1.3M (+$174.6K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares35,825 from 33,098
Change+2,727 (+8%)
Value$1.3M (+$233.2K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares35,824 from 31,945
Change+3,879 (+12%)
Value$1.3M (+$269.3K)
Filed 2026-10-14
Bailard, Inc.
INCREASED
Shares35,060 from 34,597
Change+463 (+1%)
Value$1.2M (+$159.0K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares34,521 from 34,212
Change+309 (+1%)
Value$1.2M (+$151.9K)
Filed 2026-10-23
Jackson Square Capital, LLC
INCREASED
Shares34,443 from 26,578
Change+7,865 (+30%)
Value$1.2M (+$388.7K)
Filed 2026-10-19
Transmarket Holdings LP
DECREASED
Shares33,779 from 230,511
Change-196,732 (-85%)
Value$1.2M (-$6.0M)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares33,221 from 36,629
Change-3,408 (-9%)
Value$1.2M (+$29.9K)
Filed 2026-10-29
Gibbs Wealth Management
DECREASED
Shares33,010 from 36,217
Change-3,207 (-9%)
Value$1.2M (+$35.4K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
DECREASED
Shares31,637 from 33,079
Change-1,442 (-4%)
Value$1.1M (+$85.1K)
Filed 2026-11-02
Iowa State Bank
UNCHANGED
Shares31,507 from 31,507
Change0 (0%)
Value$1.1M (+$129.8K)
Filed 2026-10-06
First Affirmative Financial Network
NEW
Shares30,457
Change+30,457
Value$1.1M
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares29,944 from 32,749
Change-2,805 (-9%)
Value$1.1M (+$35.3K)
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares29,840
Change+29,840
Value$1.1M
Filed 2026-11-04
Versant Capital Management, Inc
DECREASED
Shares29,580 from 29,811
Change-231 (-1%)
Value$1.1M (+$114.6K)
Filed 2026-10-02
Parallel Advisors, LLC
INCREASED
Shares27,642 from 25,858
Change+1,784 (+7%)
Value$981.3K (+$169.9K)
Filed 2026-11-03
Simplex Trading, LLC
INCREASED
Shares26,065 from 2,252
Change+23,813 (+1057%)
Value$925.3K (+$854.6K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares26,064 from 25,101
Change+963 (+4%)
Value$925.3K (+$137.6K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares24,544
Change+24,544
Value$871.3K
Filed 2026-10-30
Profund Advisors LLC
INCREASED
Shares24,145 from 21,546
Change+2,599 (+12%)
Value$857.1K (+$181.0K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares23,855 from 23,603
Change+252 (+1%)
Value$846.9K (+$106.2K)
Filed 2026-10-16
Greenspring Advisors, LLC
INCREASED
Shares22,598 from 11,216
Change+11,382 (+101%)
Value$802.2K (+$450.3K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares22,420 from 20,190
Change+2,230 (+11%)
Value$795.9K (+$162.3K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares22,153 from 12,071
Change+10,082 (+84%)
Value$786.4K (+$407.6K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares21,932 from 21,165
Change+767 (+4%)
Value$778.6K (+$114.4K)
Filed 2026-10-22
Jeppson Wealth Management, LLC
DECREASED
Shares21,625 from 21,675
Change-50 (0%)
Value$767.7K (+$87.5K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares21,320 from 21,562
Change-242 (-1%)
Value$756.9K (+$80.2K)
Filed 2026-10-27
Arista Wealth Management, LLC
INCREASED
Shares21,188 from 21,091
Change+97 (+0%)
Value$752.2K (+$90.3K)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED
Shares20,689 from 21,076
Change-387 (-2%)
Value$734.5K (+$73.1K)
Filed 2026-10-05
Gamma Investing LLC
INCREASED
Shares20,505 from 18,438
Change+2,067 (+11%)
Value$727.9K (+$149.3K)
Filed 2026-10-08
Resonant Capital Advisors, LLC
INCREASED
Shares20,326 from 19,778
Change+548 (+3%)
Value$721.6K (+$100.9K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares19,971 from 18,503
Change+1,468 (+8%)
Value$709.0K (+$128.3K)
Filed 2026-10-21
Abel Hall, LLC
INCREASED
Shares19,376 from 19,233
Change+143 (+1%)
Value$687.8K (+$84.3K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares19,259 from 21,857
Change-2,598 (-12%)
Value$683.7K (-$2.2K)
Filed 2026-11-02
Henshaw Capital LLC
NEW
Shares19,233
Change+19,233
Value$682.8K
Filed 2026-11-03
Collaborative Fund Advisors, LLC
DECREASED
Shares18,288 from 23,282
Change-4,994 (-21%)
Value$649.2K (-$81.4K)
Filed 2026-11-02
Todd Wealth Management, LLC
DECREASED
Shares18,049 from 18,435
Change-386 (-2%)
Value$640.7K (+$62.3K)
Filed 2026-10-19
Sterling Capital Management LLC
DECREASED
Shares17,885 from 19,408
Change-1,523 (-8%)
Value$634.9K (+$25.9K)
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares17,785 from 17,397
Change+388 (+2%)
Value$631.4K (+$85.5K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares17,625 from 17,433
Change+192 (+1%)
Value$625.7K (+$78.7K)
Filed 2026-10-23
Investment Research Partners LLC
INCREASED
Shares17,042 from 15,929
Change+1,113 (+7%)
Value$605.0K (+$105.1K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares16,732 from 13,080
Change+3,652 (+28%)
Value$594.0K (+$183.5K)
Filed 2026-10-28
King Luther Capital Management Corp
UNCHANGED
Shares16,563 from 16,563
Change0 (0%)
Value$588.0K (+$68.2K)
Filed 2026-11-05
First National Trust Co
UNCHANGED
Shares16,075 from 16,075
Change0 (0%)
Value$570.7K (+$66.2K)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares16,021 from 14,388
Change+1,633 (+11%)
Value$568.7K (+$117.3K)
Filed 2026-10-30
Sage Rhino Capital LLC
DECREASED
Shares15,904 from 16,403
Change-499 (-3%)
Value$564.6K (+$49.9K)
Filed 2026-10-28
Summit Global Investments
INCREASED
Shares15,525 from 15,334
Change+191 (+1%)
Value$551.0K (+$70.0K)
Filed 2026-10-28
Canopy Partners, LLC
UNCHANGED
Shares15,497 from 15,497
Change0 (0%)
Value$550.1K (+$63.8K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares14,910 from 12,642
Change+2,268 (+18%)
Value$529.3K (+$132.6K)
Filed 2026-10-08
Anchyra Partners LLC
INCREASED
Shares14,504 from 12,479
Change+2,025 (+16%)
Value$514.9K (+$123.3K)
Filed 2026-10-13
Five Oceans Advisors
UNCHANGED
Shares14,429 from 14,429
Change0 (0%)
Value$512.2K (+$59.4K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares14,420 from 12,714
Change+1,706 (+13%)
Value$511.9K (+$112.9K)
Filed 2026-11-03
Diversify Wealth Management, LLC
INCREASED
Shares14,347 from 11,032
Change+3,315 (+30%)
Value$477.3K (+$107.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares14,347 from 11,032
Change+3,315 (+30%)
Value$477.3K (+$107.9K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares14,088 from 19,361
Change-5,273 (-27%)
Value$500.1K (-$107.4K)
Filed 2026-10-15
Portside Wealth Group, LLC
DECREASED
Shares13,704 from 14,601
Change-897 (-6%)
Value$486.5K (+$28.3K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
NEW
Shares13,535
Change+13,535
Value$480.5K
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares13,101 from 12,666
Change+435 (+3%)
Value$465.1K (+$67.6K)
Filed 2026-10-28
YHB Investment Advisors, Inc.
UNCHANGED
Shares12,889 from 12,889
Change0 (0%)
Value$457.6K (+$53.1K)
Filed 2026-10-08
Old National Bancorp
DECREASED
Shares12,840 from 13,867
Change-1,027 (-7%)
Value$455.8K (+$20.7K)
Filed 2026-10-20
Trust Point Inc.
DECREASED
Shares12,838 from 13,371
Change-533 (-4%)
Value$455.8K (+$36.2K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares12,704 from 12,516
Change+188 (+2%)
Value$451.0K (+$58.2K)
Filed 2026-10-30
DMC Group, LLC
INCREASED
Shares12,150 from 12,082
Change+68 (+1%)
Value$431.3K (+$52.2K)
Filed 2026-10-26
May Hill Capital, LLC
INCREASED
Shares12,115 from 9,360
Change+2,755 (+29%)
Value$430.1K (+$136.4K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares11,928 from 10,073
Change+1,855 (+18%)
Value$423.4K (+$107.4K)
Filed 2026-10-27
Pembroke Management, LTD
NEW
Shares11,900
Change+11,900
Value$422.5K
Filed 2026-10-21
Diligent Investors, LLC
UNCHANGED
Shares11,900 from 11,900
Change0 (0%)
Value$422.5K (+$49.0K)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares11,853 from 11,130
Change+723 (+7%)
Value$420.8K (+$71.5K)
Filed 2026-10-14
Genus Capital Management Inc.
INCREASED
Shares11,345 from 6,720
Change+4,625 (+69%)
Value$402.7K (+$191.9K)
Filed 2026-11-04
Imc-Chicago, LLC
NEW
Shares11,237
Change+11,237
Value$398.9K
Filed 2026-11-05
Traveka Wealth, LLC
INCREASED
Shares10,986 from 10,881
Change+105 (+1%)
Value$390.0K (+$48.6K)
Filed 2026-10-19
Glenview Trust Co
INCREASED
Shares10,980 from 10,411
Change+569 (+5%)
Value$389.8K (+$63.1K)
Filed 2026-10-28
Nilsine Partners, LLC
INCREASED
Shares10,782 from 10,524
Change+258 (+2%)
Value$382.8K (+$52.5K)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares10,691 from 9,477
Change+1,214 (+13%)
Value$379.5K (+$82.1K)
Filed 2026-11-03
Net Worth Advisory Group
DECREASED
Shares10,424 from 16,616
Change-6,192 (-37%)
Value$357.0K (-$164.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares10,356 from 9,681
Change+675 (+7%)
Value$367.6K (+$63.9K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares10,303 from 11,007
Change-704 (-6%)
Value$365.8K (+$20.4K)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares10,280 from 10,280
Change0 (0%)
Value$364.9K (+$42.4K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
NEW
Shares10,265
Change+10,265
Value$364.4K
Filed 2026-10-08
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$363.9K (+$42.2K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares10,172 from 10,542
Change-370 (-4%)
Value$361.1K (+$30.3K)
Filed 2026-10-26
NTV Asset Management LLC
UNCHANGED
Shares10,102 from 10,102
Change0 (0%)
Value$358.6K (+$41.6K)
Filed 2026-10-23
Emerald Advisors, LLC
DECREASED
Shares9,946 from 10,920
Change-974 (-9%)
Value$353.1K (+$10.4K)
Filed 2026-10-13
Cidel Asset Management Inc
INCREASED
Shares9,785 from 9,355
Change+430 (+5%)
Value$347.4K (+$53.8K)
Filed 2026-10-29
Contravisory Investment Management, Inc.
DECREASED
Shares9,768 from 10,309
Change-541 (-5%)
Value$346.8K (+$23.3K)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares9,762 from 9,153
Change+609 (+7%)
Value$346.6K (+$59.3K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares9,664 from 9,184
Change+480 (+5%)
Value$343.1K (+$54.9K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares9,592 from 18,398
Change-8,806 (-48%)
Value$340.5K (-$236.8K)
Filed 2026-10-30
Wedmont Private Capital
DECREASED
Shares9,576 from 10,788
Change-1,212 (-11%)
Value$320.1K (-$29.3K)
Filed 2026-10-09
Vontobel Holding Ltd.
UNCHANGED
Shares9,440 from 9,440
Change0 (0%)
Value$335.1K (+$38.8K)
Filed 2026-10-16
Alta Capital Management LLC/
DECREASED
Shares9,361 from 9,702
Change-341 (-4%)
Value$332.3K (+$27.9K)
Filed 2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares9,193 from 8,126
Change+1,067 (+13%)
Value$326.4K (+$71.4K)
Filed 2026-10-22
Argos Wealth Advisors, LLC
UNCHANGED
Shares9,057 from 9,057
Change0 (0%)
Value$321.5K (+$37.3K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares9,002 from 7,240
Change+1,762 (+24%)
Value$319.6K (+$92.4K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares8,969 from 8,715
Change+254 (+3%)
Value$318.4K (+$44.9K)
Filed 2026-11-03
Invested Advisors
DECREASED
Shares8,753 from 9,239
Change-486 (-5%)
Value$310.7K (+$20.8K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares8,725 from 8,725
Change0 (0%)
Value$309.7K (+$35.9K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares8,683 from 8,188
Change+495 (+6%)
Value$308.2K (+$51.3K)
Filed 2026-10-23
Connecticut Capital Management Group, LLC
INCREASED
Shares8,369 from 8,354
Change+15 (+0%)
Value$297.1K (+$35.0K)
Filed 2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares8,230 from 8,069
Change+161 (+2%)
Value$292.2K (+$39.0K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares8,198 from 8,034
Change+164 (+2%)
Value$291.0K (+$38.9K)
Filed 2026-10-22
Avail Investment Partners, LLC
INCREASED
Shares8,059 from 6,690
Change+1,369 (+20%)
Value$286.1K (+$76.2K)
Filed 2026-10-16
Cooper Financial Group
DECREASED
Shares8,054 from 9,380
Change-1,326 (-14%)
Value$285.9K (-$8.4K)
Filed 2026-10-07
Syverson Strege & Co
UNCHANGED
Shares7,949 from 7,949
Change0 (0%)
Value$282.2K (+$32.8K)
Filed 2026-11-02
Curated Wealth Partners LLC
NEW
Shares7,613
Change+7,613
Value$270.3K
Filed 2026-10-15
International Private Wealth Advisors LLC
NEW
Shares7,476
Change+7,476
Value$265.4K
Filed 2026-11-05
Cornerstone Wealth Group, LLC
INCREASED
Shares7,267 from 7,201
Change+66 (+1%)
Value$258.0K (+$32.0K)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares7,013 from 6,934
Change+79 (+1%)
Value$249.0K (+$31.4K)
Filed 2026-10-19
United Financial Planning Group LLC
UNCHANGED
Shares6,995 from 6,995
Change0 (0%)
Value$248.3K (+$28.8K)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares6,726 from 8,604
Change-1,878 (-22%)
Value$238.8K (-$31.2K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares6,693 from 5,398
Change+1,295 (+24%)
Value$237.6K (+$68.2K)
Filed 2026-11-05
Seven Mile Advisory
DECREASED
Shares6,666 from 6,926
Change-260 (-4%)
Value$236.6K (+$19.3K)
Filed 2026-10-22
Riversedge Advisors, LLC
INCREASED
Shares6,659 from 6,554
Change+105 (+2%)
Value$236.4K (+$30.7K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
UNCHANGED
Shares6,659 from 6,659
Change0 (0%)
Value$236.4K (+$27.4K)
Filed 2026-10-16
PCG Asset Management, LLC
NEW
Shares6,627
Change+6,627
Value$235.3K
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares6,616 from 7,805
Change-1,189 (-15%)
Value$234.9K (-$10.1K)
Filed 2026-10-26
Pinnacle Associates LTD
UNCHANGED
Shares6,612 from 6,612
Change0 (0%)
Value$234.7K (+$27.2K)
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares6,603 from 6,603
Change0 (0%)
Value$234.4K (+$27.2K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
NEW
Shares6,576
Change+6,576
Value$233.5K
Filed 2026-11-05
Moneco Advisors, LLC
NEW
Shares6,499
Change+6,499
Value$230.7K
Filed 2026-11-05
Inscription Capital, LLC
NEW
Shares6,100
Change+6,100
Value$216.5K
Filed 2026-11-02
Park National Corp
NEW
Shares6,066
Change+6,066
Value$215.3K
Filed 2026-10-05
Wedbush Securities Inc
DECREASED
Shares5,989 from 7,311
Change-1,322 (-18%)
Value$213 (-$228.8K)
Filed 2026-10-22
Gibson Capital, LLC
NEW
Shares5,963
Change+5,963
Value$211.7K
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares5,904 from 21,935
Change-16,031 (-73%)
Value$209.6K (-$478.7K)
Filed 2026-10-22
V-Square Quantitative Management LLC
DECREASED
Shares5,821 from 6,023
Change-202 (-3%)
Value$206.6K (+$17.6K)
Filed 2026-10-15
Knights of Columbus Asset Advisors LLC
DECREASED
Shares5,810 from 7,430
Change-1,620 (-22%)
Value$206.3K (-$26.9K)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares5,588 from 5,907
Change-319 (-5%)
Value$198.4K (+$13.0K)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares5,537 from 5,537
Change0 (0%)
Value$196.6K (+$22.8K)
Filed 2026-10-05
Manchester Capital Management LLC
INCREASED
Shares5,386 from 5,046
Change+340 (+7%)
Value$191.2K (+$32.9K)
Filed 2026-10-22
Jcic Asset Management Inc.
DECREASED
Shares4,745 from 5,470
Change-725 (-13%)
Value$168.4K (+$26.0K)
Filed 2026-10-30
Hilltop National Bank
UNCHANGED
Shares4,247 from 4,247
Change0 (0%)
Value$150.8K (+$17.5K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares3,977 from 3,643
Change+334 (+9%)
Value$141.2K (+$26.9K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares3,755 from 3,471
Change+284 (+8%)
Value$133.3K (+$24.4K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares3,038 from 2,840
Change+198 (+7%)
Value$107.8K (+$18.7K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares2,858 from 2,764
Change+94 (+3%)
Value$101.5K (+$14.7K)
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares2,341 from 2,341
Change0 (0%)
Value$83.1K (+$9.4K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares2,142 from 2,317
Change-175 (-8%)
Value$76.0K (+$3.3K)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares1,809 from 1,441
Change+368 (+26%)
Value$64.2K (+$19.0K)
Filed 2026-10-22
Roxbury Financial LLC
INCREASED
Shares1,768 from 1,749
Change+19 (+1%)
Value$62.8K (+$7.9K)
Filed 2026-10-01
Private Trust Co NA
INCREASED
Shares1,744 from 1,319
Change+425 (+32%)
Value$61.9K (+$20.5K)
Filed 2026-10-20
James T. Borello RIA
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$56.0K (+$6.5K)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$44.5K (+$113)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,301
Change+1,301
Value$46.2K
Filed 2026-10-21
Hartford Financial Management Inc.
UNCHANGED
Shares1,124 from 1,124
Change0 (0%)
Value$39.9K (+$4.6K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$38.4K (+$4.5K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares1,039 from 888
Change+151 (+17%)
Value$36.9K (+$9.0K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares1,038 from 906
Change+132 (+15%)
Value$36.8K (+$8.4K)
Filed 2026-10-20
City Holding Co
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$35.7K (+$4.1K)
Filed 2026-10-19
WPG Advisers, LLC
DECREASED
Shares976 from 983
Change-7 (-1%)
Value$34.6K (+$3.8K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares963 from 594
Change+369 (+62%)
Value$34.2K (+$15.5K)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$34.0K (+$3.9K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares909 from 733
Change+176 (+24%)
Value$32.3K (+$9.3K)
Filed 2026-10-19
Financial Consulate, Inc
INCREASED
Shares855 from 761
Change+94 (+12%)
Value$30.4K (+$6.5K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
DECREASED
Shares755 from 882
Change-127 (-14%)
Value$26.8K (-$887)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$26.4K (+$3.1K)
Filed 2026-11-02
True Wealth Design, LLC
INCREASED
Shares739 from 537
Change+202 (+38%)
Value$26.2K (+$9.4K)
Filed 2026-10-13
West Financial Advisors, LLC
NEW
Shares725
Change+725
Value$25.7K
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares714 from 652
Change+62 (+10%)
Value$25.3K (+$4.9K)
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$25.2K (+$2.9K)
Filed 2026-10-26
Signature Equity Partners, LLC
DECREASED
Shares694 from 788
Change-94 (-12%)
Value$24.6K (-$90)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares691
Change+691
Value$24.5K
Filed 2026-10-15
American National Bank & Trust
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$23.4K (+$2.7K)
Filed 2026-10-07
Nisa Investment Advisors, LLC
INCREASED
Shares656 from 528
Change+128 (+24%)
Value$23.3K (+$6.7K)
Filed 2026-10-20
Bell Investment Advisors, Inc
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$23.3K (+$2.7K)
Filed 2026-10-29
Grove Bank & Trust
INCREASED
Shares652 from 602
Change+50 (+8%)
Value$23.1K (+$4.3K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
DECREASED
Shares594 from 609
Change-15 (-2%)
Value$21.1K (+$2.0K)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
INCREASED
Shares571 from 398
Change+173 (+43%)
Value$20.3K (+$7.8K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares561 from 633
Change-72 (-11%)
Value$19.9K (+$42)
Filed 2026-11-02
Abound Wealth Management
DECREASED
Shares547 from 553
Change-6 (-1%)
Value$19.4K (+$2.1K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$17.8K (+$2.1K)
Filed 2026-10-07
First Bancorp, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$16.0K (+$1.9K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares438 from 45
Change+393 (+873%)
Value$15.5K (+$14.1K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares420 from 414
Change+6 (+1%)
Value$14.9K (+$1.9K)
Filed 2026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.2K (+$1.6K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares397 from 393
Change+4 (+1%)
Value$14.1K (+$1.8K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares383
Change+383
Value$13.6K
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$13.5K (+$1.6K)
Filed 2026-10-19
Main Street Group, LTD
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$12.6K (+$1.5K)
Filed 2026-10-28
Markowski Investments
INCREASED
Shares343 from 229
Change+114 (+50%)
Value$12.2K (+$5.0K)
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$11.3K (+$1.3K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares318 from 301
Change+17 (+6%)
Value$11.3K (+$1.8K)
Filed 2026-10-23
Valued Wealth Advisors LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$10.5K (+$1.2K)
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$10.2K (+$1.2K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares284 from 134
Change+150 (+112%)
Value$10.1K (+$5.9K)
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$9.6K (+$1.1K)
Filed 2026-10-20
Byrne Asset Management LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$8.8K (+$735)
Filed 2026-10-06
Nemes Rush Group LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$9.0K (+$1.0K)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$8.8K (+$1.0K)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$8.1K (+$939)
Filed 2026-10-08
Pittenger & Anderson Inc
NEW
Shares221
Change+221
Value$7.8K
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares214
Change+214
Value$7.6K
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares209 from 253
Change-44 (-17%)
Value$7.4K (-$534)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$7.3K (+$853)
Filed 2026-10-05
Triumph Capital Management
INCREASED
Shares201 from 192
Change+9 (+5%)
Value$7.1K (+$1.1K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares198
Change+198
Value$7.0K
Filed 2026-10-19
American Capital Advisory, LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$6.8K (+$787)
Filed 2026-10-28
Montag A & Associates Inc
NEW
Shares186
Change+186
Value$6.6K
Filed 2026-10-29
Jnba Financial Advisors
INCREASED
Shares185 from 139
Change+46 (+33%)
Value$6.6K (+$2.2K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares178 from 223
Change-45 (-20%)
Value$6.3K (-$692)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares173 from 181
Change-8 (-4%)
Value$6.1K (+$463)
Filed 2026-10-26
Burk Holdings LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$5.5K (+$634)
Filed 2026-11-05
Kozak & Associates, Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$5.0K (+$214)
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
DECREASED
Shares149 from 25,369
Change-25,220 (-99%)
Value$5.3K (-$790.8K)
Filed 2026-10-29
Independence Bank of Kentucky
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$5.1K (+$593)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares143
Change+143
Value$5.1K
Filed 2026-11-05
MV Capital Management, Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$4.9K (+$564)
Filed 2026-10-29
Planning Strategies Inc.
NEW
Shares132
Change+132
Value$4.7K
Filed 2026-10-02
North Star Investment Management Corp.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$4.7K (+$539)
Filed 2026-10-27
Gilpin Wealth Management, LLC
NEW
Shares129
Change+129
Value$4.6K
Filed 2026-10-09
Albion Financial Group
NEW
Shares120
Change+120
Value$4.3K
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$4.2K (+$491)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$4.2K (+$486)
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.1K (+$474)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$4.0K (+$470)
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares106
Change+106
Value$3.8K
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$3.6K (+$420)
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$2.6K (+$163)
Filed 2026-10-09
Breakwater Investment Management
NEW
Shares65
Change+65
Value$2.3K
Filed 2026-10-20
Central Trust Co
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.2K (+$260)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2 ($0)
Filed 2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1.9K (+$222)
Filed 2026-10-15
Caldwell Trust Co
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$1.9K (+$219)
Filed 2026-10-30
Trust Co of Vermont
NEW
Shares50
Change+50
Value$1.8K
Filed 2026-10-21
Monetary Solutions, Ltd
INCREASED
Shares40 from 29
Change+11 (+38%)
Value$1.4K (+$510)
Filed 2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.4K (+$164)
Filed 2026-10-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.3K (+$148)
Filed 2026-10-21
Downshift Financial, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.2K (+$140)
Filed 2026-10-13
Trust Co
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$746 (+$87)
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$665 (+$37)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$604 (+$71)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
NEW
Shares16
Change+16
Value$568
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares9
Change+9
Value$320
Filed 2026-10-14
StrongBox Wealth, LLC
NEW
Shares5
Change+5
Value$178
Filed 2026-11-02
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 900,000
Change-900,000 (-100%)
Value$0 (-$28.2M)
Filed 2026-11-03
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 82,100
Change-82,100 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
GFS Advisors, LLC
CLOSED
Shares0 from 26,933
Change-26,933 (-100%)
Value$0 (-$37.2K)
Filed 2026-11-03
Viking Fund Management LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$313.8K)
Filed 2026-10-14
Parnassus Investments, LLC
CLOSED
Shares0 from 9,945
Change-9,945 (-100%)
Value$0 (-$312.1K)
Filed 2026-10-22
Mission Wealth Management, LP
CLOSED
Shares0 from 8,519
Change-8,519 (-100%)
Value$0 (-$267.3K)
Filed 2026-10-15
Facet Wealth, Inc.
CLOSED
Shares0 from 7,750
Change-7,750 (-100%)
Value$0 (-$243.2K)
Filed 2026-11-04
180 Wealth Advisors, LLC
CLOSED
Shares0 from 6,383
Change-6,383 (-100%)
Value$0 (-$200.3K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 1,259
Change-1,259 (-100%)
Value$0 (-$39.5K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-16
Whipplewood Advisors, LLC
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-13
Bayforest Capital Ltd
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-04
Mascoma Wealth Management LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-23
Southern Michigan Bank & Trust
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 12,840,811
Change-12,840,811 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,839,849
Change-7,839,849 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,576,887
Change-7,576,887 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,177,975
Change-6,177,975 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,876,067
Change-5,876,067 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 5,854,380
Change-5,854,380 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 5,263,047
Change-5,263,047 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,077,640
Change-5,077,640 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 4,758,330
Change-4,758,330 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,912,664
Change-3,912,664 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,549,063
Change-3,549,063 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,800,698
Change-2,800,698 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,798,046
Change-2,798,046 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,306,704
Change-2,306,704 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,252,207
Change-2,252,207 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,977,231
Change-1,977,231 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,963,312
Change-1,963,312 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,773,070
Change-1,773,070 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,690,687
Change-1,690,687 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,461,399
Change-1,461,399 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,154,069
Change-1,154,069 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,138,976
Change-1,138,976 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,014,501
Change-1,014,501 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 973,961
Change-973,961 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 948,213
Change-948,213 (-100%)
Value—
UBS Group AG
N/A
Shares— from 878,229
Change-878,229 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 778,645
Change-778,645 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 758,793
Change-758,793 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 668,195
Change-668,195 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 659,815
Change-659,815 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 650,042
Change-650,042 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 626,976
Change-626,976 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 618,799
Change-618,799 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 607,561
Change-607,561 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 570,133
Change-570,133 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 554,143
Change-554,143 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 537,475
Change-537,475 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 512,190
Change-512,190 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 500,066
Change-500,066 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 497,758
Change-497,758 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 435,514
Change-435,514 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 424,445
Change-424,445 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 421,319
Change-421,319 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 420,316
Change-420,316 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 409,785
Change-409,785 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 394,253
Change-394,253 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 356,185
Change-356,185 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 355,314
Change-355,314 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 349,746
Change-349,746 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 347,862
Change-347,862 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 327,347
Change-327,347 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 313,968
Change-313,968 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 309,114
Change-309,114 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 285,117
Change-285,117 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 277,987
Change-277,987 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 277,799
Change-277,799 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 276,441
Change-276,441 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 271,520
Change-271,520 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 270,953
Change-270,953 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 252,451
Change-252,451 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 248,639
Change-248,639 (-100%)
Value—
Boston Partners
N/A
Shares— from 241,626
Change-241,626 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 239,305
Change-239,305 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 219,234
Change-219,234 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 218,947
Change-218,947 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 218,897
Change-218,897 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 216,856
Change-216,856 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 216,157
Change-216,157 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 209,974
Change-209,974 (-100%)
Value—
Capital World Investors
N/A
Shares— from 209,452
Change-209,452 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 206,822
Change-206,822 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 205,811
Change-205,811 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 204,429
Change-204,429 (-100%)
Value—
Barclays PLC
N/A
Shares— from 200,792
Change-200,792 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 196,426
Change-196,426 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 195,262
Change-195,262 (-100%)
Value—
&partners
N/A
Shares— from 181,951
Change-181,951 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 176,232
Change-176,232 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 172,251
Change-172,251 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 169,195
Change-169,195 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 166,423
Change-166,423 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 164,825
Change-164,825 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 161,035
Change-161,035 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 158,622
Change-158,622 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 158,249
Change-158,249 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 143,087
Change-143,087 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 137,510
Change-137,510 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 136,582
Change-136,582 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 131,830
Change-131,830 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 130,546
Change-130,546 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 126,050
Change-126,050 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 124,825
Change-124,825 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 119,159
Change-119,159 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 116,326
Change-116,326 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 112,355
Change-112,355 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 112,092
Change-112,092 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 110,760
Change-110,760 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 110,350
Change-110,350 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 108,373
Change-108,373 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 91,340
Change-91,340 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 90,189
Change-90,189 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 88,804
Change-88,804 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 87,254
Change-87,254 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 85,887
Change-85,887 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 83,156
Change-83,156 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 82,065
Change-82,065 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 77,252
Change-77,252 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 75,736
Change-75,736 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 75,428
Change-75,428 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 75,061
Change-75,061 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 73,660
Change-73,660 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 73,403
Change-73,403 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 70,295
Change-70,295 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 69,773
Change-69,773 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 68,255
Change-68,255 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 65,519
Change-65,519 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 64,263
Change-64,263 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 61,378
Change-61,378 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 57,456
Change-57,456 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 56,386
Change-56,386 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 53,123
Change-53,123 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 52,104
Change-52,104 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 51,830
Change-51,830 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 50,760
Change-50,760 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 50,290
Change-50,290 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 49,158
Change-49,158 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 49,134
Change-49,134 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 48,999
Change-48,999 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 48,285
Change-48,285 (-100%)
Value—
Letko, Brosseau & Associates Inc
N/A
Shares— from 46,624
Change-46,624 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 44,883
Change-44,883 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 42,888
Change-42,888 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 42,800
Change-42,800 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 41,353
Change-41,353 (-100%)
Value—
State Street Corp
N/A
Shares— from 40,360
Change-40,360 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 39,191
Change-39,191 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 38,937
Change-38,937 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 38,431
Change-38,431 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 38,406
Change-38,406 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 36,763
Change-36,763 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 35,529
Change-35,529 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 34,118
Change-34,118 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 33,110
Change-33,110 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 32,592
Change-32,592 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 31,160
Change-31,160 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 29,654
Change-29,654 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,860
Change-28,860 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 27,478
Change-27,478 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,831
Change-26,831 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,272
Change-26,272 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 26,228
Change-26,228 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 25,930
Change-25,930 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 25,396
Change-25,396 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 24,449
Change-24,449 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 24,130
Change-24,130 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 22,449
Change-22,449 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,287
Change-22,287 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 22,251
Change-22,251 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,217
Change-22,217 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,807
Change-20,807 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,768
Change-19,768 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 19,593
Change-19,593 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 19,565
Change-19,565 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,446
Change-19,446 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 18,998
Change-18,998 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 18,317
Change-18,317 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 18,281
Change-18,281 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,887
Change-17,887 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 17,477
Change-17,477 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 17,430
Change-17,430 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,098
Change-17,098 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,520
Change-16,520 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,354
Change-16,354 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 16,151
Change-16,151 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 15,582
Change-15,582 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
Optas, LLC
N/A
Shares— from 14,754
Change-14,754 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 14,247
Change-14,247 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 13,488
Change-13,488 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,444
Change-13,444 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 13,411
Change-13,411 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12,809
Change-12,809 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,768
Change-12,768 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12,758
Change-12,758 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,713
Change-11,713 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,524
Change-11,524 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 11,127
Change-11,127 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,516
Change-10,516 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 10,135
Change-10,135 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 10,111
Change-10,111 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,747
Change-9,747 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 9,713
Change-9,713 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 9,519
Change-9,519 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 9,401
Change-9,401 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 8,988
Change-8,988 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 8,742
Change-8,742 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 7,306
Change-7,306 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 7,249
Change-7,249 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,859
Change-6,859 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 933
Change-933 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 900
Change-900 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 459
Change-459 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 429
Change-429 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 423
Change-423 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Motco
N/A
Shares— from 371
Change-371 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 292
Change-292 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 264
Change-264 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 249
Change-249 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 180
Change-180 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 157
Change-157 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 71
Change-71 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 51
Change-51 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 46
Change-46 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 32
Change-32 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Todd Asset Management LLC
DECREASED2,065,5952,734,689-669,094-24%$85.8M$73.3M-$12.5M2026-10-27
Cambiar Investors LLC
INCREASED768,824602,985+165,839+28%$18.9M$27.3M+$8.4M2026-11-04
ABC Arbitrage SA
DECREASED638,9271,006,300-367,373-37%$31.6M$22.7M-$8.9M2026-10-23
Bank of New York Mellon Corp
INCREASED574,507478,380+96,127+20%$15.0M$20.4M+$5.4M2026-11-05
Guardian Partners Inc.
DECREASED550,215569,007-18,792-3%$17.9M$19.5M+$1.7M2026-10-21
Creative Planning
INCREASED470,979435,371+35,608+8%$13.7M$16.7M+$3.1M2026-11-02
US Bancorp \de\
INCREASED458,404399,748+58,656+15%$12.5M$16.3M+$3.7M2026-11-05
TD Waterhouse Canada Inc.
INCREASED421,191385,973+35,218+9%$12.2M$14.4M+$2.3M2026-10-16
Citigroup Inc
INCREASED374,686350,924+23,762+7%$11.0M$13.3M+$2.3M2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED357,058360,715-3,657-1%$11.4M$12.2M+$873.9K2026-11-04
Dimensional Fund Advisors LP
DECREASED313,847321,118-7,271-2%$10.1M$11.1M+$1.1M2026-11-04
Ethic Inc.
INCREASED299,276176,889+122,387+69%$5.6M$10.6M+$5.1M2026-11-03
Capital Investment Counsel, LLC
DECREASED284,178286,685-2,507-1%$9.0M$10.1M+$1.1M2026-10-14
Eagle Global Advisors LLC
DECREASED236,915237,470-5550%$7.5M$8.4M+$958.7K2026-11-02
Boston Common Asset Management, LLC
INCREASED212,579204,142+8,437+4%$6.4M$7.5M+$1.1M2026-10-13
Crossmark Global Holdings, Inc.
DECREASED211,865218,223-6,358-3%$6.8M$7.5M+$673.4K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED211,600210,374+1,226+1%$6.6M$7.5M+$910.3K2026-10-13
Morguard Lincluden Global Investments Ltd
DECREASED203,748209,457-5,709-3%$6.6M$7.2M+$660.0K2026-10-28
Gradient Investments LLC
DECREASED180,491191,552-11,061-6%$6.0M$6.4M+$396.5K2026-10-08
Ritholtz Wealth Management
DECREASED177,982185,033-7,051-4%$5.8M$6.3M+$512.0K2026-11-05
Wasatch Advisors LP
DECREASED172,176175,000-2,824-2%$5.5M$6.1M+$620.7K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED165,677153,298+12,379+8%$4.8M$5.9M+$1.1M2026-11-05
Signaturefd, LLC
INCREASED145,105138,304+6,801+5%$4.3M$5.2M+$811.3K2026-10-23
Truist Financial Corp
DECREASED144,530154,080-9,550-6%$4.8M$5.1M+$295.8K2026-10-30
Meridian Wealth Management, LLC
DECREASED140,208141,139-931-1%$4.4M$5.0M+$548.5K2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED136,010144,746-8,736-6%$4.5M$4.8M+$286.2K2026-10-13
Blue Square Asset Management, LLC
DECREASED127,775133,883-6,108-5%$4.2M$4.5M+$334.8K2026-11-02
Mitchell Capital Management Co
INCREASED120,437119,072+1,365+1%$3.7M$4.3M+$539.0K2026-10-29
Quadrant Capital Group LLC
INCREASED113,893112,956+937+1%$3.5M$3.8M+$285.7K2026-10-20
Oppenheimer Asset Management Inc.
DECREASED110,318117,667-7,349-6%$3.7M$3.9M+$223.9K2026-10-27
Sanders Capital, LLC
DECREASED106,595112,785-6,190-5%$3.5M$3.8M+$244.9K2026-11-02
Pzena Investment Management LLC
INCREASED105,21694,897+10,319+11%$3.0M$3.7M+$757.3K2026-10-30
Aaron Wealth Advisors LLC
INCREASED102,09299,831+2,261+2%$3.1M$3.6M+$491.6K2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED97,592105,274-7,682-7%$3.3M$3.5M+$161.0K2026-10-30
Vise Technologies, Inc.
INCREASED96,01858,781+37,237+63%$1.8M$3.4M+$1.6M2026-10-29
Assetmark, Inc
INCREASED92,38469,153+23,231+34%$2.2M$3.3M+$1.1M2026-10-21
Highland Capital Management, LLC
DECREASED87,39588,245-850-1%$2.8M$3.1M+$333.4K2026-10-26
Evergreen Capital Management LLC
DECREASED85,98586,531-546-1%$2.7M$3.1M+$337.1K2026-10-23
Prospera Financial Services Inc
INCREASED82,85347,124+35,729+76%$1.5M$2.6M+$1.1M2026-11-04
Bonness Enterprises Inc
UNCHANGED82,00082,00000%$2.6M$2.9M+$337.8K2026-10-08
Compound Planning, Inc.
INCREASED75,00264,397+10,605+16%$2.0M$2.7M+$641.8K2026-11-05
Lido Advisors, LLC
INCREASED73,66467,991+5,673+8%$2.1M$2.6M+$481.5K2026-11-04
Farther Finance Advisors, LLC
INCREASED64,53561,799+2,736+4%$1.9M$2.3M+$352.3K2026-10-08
Park Avenue Securities LLC
DECREASED63,39464,392-998-2%$2.0M$2.3M+$229.0K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED60,35753,273+7,084+13%$1.7M$2.0M+$292.2K2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED58,88961,807-2,918-5%$1.9M$2.1M+$151.1K2026-10-14
Confluence Investment Management LLC
INCREASED56,92356,589+334+1%$1.8M$2.0M+$245.0K2026-10-01
Abundance Wealth Counselors
DECREASED55,26660,214-4,948-8%$1.9M$2.0M+$72.5K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED49,44848,240+1,208+3%$1.5M$1.8M+$241.0K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED49,31052,973-3,663-7%$1.7M$1.8M+$88.2K2026-10-20
Choreo, LLC
INCREASED49,27347,535+1,738+4%$1.5M$1.7M+$257.5K2026-10-28
First Pacific Financial
INCREASED47,79146,421+1,370+3%$1.5M$1.7M+$239.9K2026-10-14
First Command Advisory Services, Inc.
INCREASED46,85711,732+35,125+299%$368.2K$1.7M+$1.3M2026-11-05
Wealthstar Advisors, LLC
DECREASED45,72757,923-12,196-21%$1.8M$1.6M-$194.3K2026-10-19
SmartHarvest Portfolios, LLC
INCREASED43,6299,845+33,784+343%$308.9K$1.5M+$1.2M2026-10-26
Fifth Third Bancorp
DECREASED42,69849,933-7,235-14%$1.6M$1.5M-$51.1K2026-11-05
Themes Management Co LLC
INCREASED42,65931,807+10,852+34%$998.1K$1.5M+$516.3K2026-10-29
LVW Advisors, LLC
INCREASED42,49633,907+8,589+25%$1.1M$1.5M+$444.6K2026-10-19
Kathmere Capital Management, LLC
INCREASED42,48732,566+9,921+30%$1.0M$1.5M+$486.4K2026-10-20
Ativo Capital Management LLC
DECREASED41,75341,776-230%$1.3M$1.5M+$171.3K2026-10-27
Genesee Capital Advisors, LLC
DECREASED40,89241,176-284-1%$1.3M$1.5M+$159.6K2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED39,77537,040+2,735+7%$1.2M$1.4M+$249.7K2026-10-09
Abacus Wealth Partners, LLC
DECREASED37,94538,952-1,007-3%$1.2M$1.3M+$124.7K2026-11-03
Keybank National Association
INCREASED36,32635,532+794+2%$1.1M$1.3M+$174.6K2026-11-04
Atria Investments, Inc
INCREASED35,82533,098+2,727+8%$1.0M$1.3M+$233.2K2026-10-15
Davenport & Co LLC
INCREASED35,82431,945+3,879+12%$1.0M$1.3M+$269.3K2026-10-14
Bailard, Inc.
INCREASED35,06034,597+463+1%$1.1M$1.2M+$159.0K2026-10-13
HB Wealth Management, LLC
INCREASED34,52134,212+309+1%$1.1M$1.2M+$151.9K2026-10-23
Jackson Square Capital, LLC
INCREASED34,44326,578+7,865+30%$834.0K$1.2M+$388.7K2026-10-19
Transmarket Holdings LP
DECREASED33,779230,511-196,732-85%$7.2M$1.2M-$6.0M2026-10-27
Greenleaf Trust
DECREASED33,22136,629-3,408-9%$1.1M$1.2M+$29.9K2026-10-29
Gibbs Wealth Management
DECREASED33,01036,217-3,207-9%$1.1M$1.2M+$35.4K2026-10-22
GC Wealth Management RIA, LLC
DECREASED31,63733,079-1,442-4%$1.0M$1.1M+$85.1K2026-11-02
Iowa State Bank
UNCHANGED31,50731,50700%$988.7K$1.1M+$129.8K2026-10-06
First Affirmative Financial Network
NEW30,457—+30,457——$1.1M—2026-10-21
Apollon Wealth Management, LLC
DECREASED29,94432,749-2,805-9%$1.0M$1.1M+$35.3K2026-10-23
Rose Capital Advisors LLC
NEW29,840—+29,840——$1.1M—2026-11-04
Versant Capital Management, Inc
DECREASED29,58029,811-231-1%$935.5K$1.1M+$114.6K2026-10-02
Parallel Advisors, LLC
INCREASED27,64225,858+1,784+7%$811.4K$981.3K+$169.9K2026-11-03
Simplex Trading, LLC
INCREASED26,0652,252+23,813+1057%$70.7K$925.3K+$854.6K2026-11-04
Aprio Wealth Management, LLC
INCREASED26,06425,101+963+4%$787.7K$925.3K+$137.6K2026-10-28
Provenance Wealth Advisors, LLC
NEW24,544—+24,544——$871.3K—2026-10-30
Profund Advisors LLC
INCREASED24,14521,546+2,599+12%$676.1K$857.1K+$181.0K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED23,85523,603+252+1%$740.7K$846.9K+$106.2K2026-10-16
Greenspring Advisors, LLC
INCREASED22,59811,216+11,382+101%$351.9K$802.2K+$450.3K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED22,42020,190+2,230+11%$633.6K$795.9K+$162.3K2026-11-03
Kestra Advisory Services, LLC
INCREASED22,15312,071+10,082+84%$378.8K$786.4K+$407.6K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED21,93221,165+767+4%$664.1K$778.6K+$114.4K2026-10-22
Jeppson Wealth Management, LLC
DECREASED21,62521,675-500%$680.2K$767.7K+$87.5K2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED21,32021,562-242-1%$676.6K$756.9K+$80.2K2026-10-27
Arista Wealth Management, LLC
INCREASED21,18821,091+97+0%$661.8K$752.2K+$90.3K2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED20,68921,076-387-2%$661.4K$734.5K+$73.1K2026-10-05
Gamma Investing LLC
INCREASED20,50518,438+2,067+11%$578.6K$727.9K+$149.3K2026-10-08
Resonant Capital Advisors, LLC
INCREASED20,32619,778+548+3%$620.6K$721.6K+$100.9K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED19,97118,503+1,468+8%$580.6K$709.0K+$128.3K2026-10-21
Abel Hall, LLC
INCREASED19,37619,233+143+1%$603.5K$687.8K+$84.3K2026-10-19
Commonwealth Equity Services, LLC
DECREASED19,25921,857-2,598-12%$685.9K$683.7K-$2.2K2026-11-02
Henshaw Capital LLC
NEW19,233—+19,233——$682.8K—2026-11-03
Collaborative Fund Advisors, LLC
DECREASED18,28823,282-4,994-21%$730.6K$649.2K-$81.4K2026-11-02
Todd Wealth Management, LLC
DECREASED18,04918,435-386-2%$578.5K$640.7K+$62.3K2026-10-19
Sterling Capital Management LLC
DECREASED17,88519,408-1,523-8%$609.0K$634.9K+$25.9K2026-10-22
PDS Planning, Inc
INCREASED17,78517,397+388+2%$545.9K$631.4K+$85.5K2026-11-03
Samalin Investment Counsel, LLC
INCREASED17,62517,433+192+1%$547.0K$625.7K+$78.7K2026-10-23
Investment Research Partners LLC
INCREASED17,04215,929+1,113+7%$499.9K$605.0K+$105.1K2026-10-19
TD Private Client Wealth LLC
INCREASED16,73213,080+3,652+28%$410.5K$594.0K+$183.5K2026-10-28
King Luther Capital Management Corp
UNCHANGED16,56316,56300%$519.7K$588.0K+$68.2K2026-11-05
First National Trust Co
UNCHANGED16,07516,07500%$504.4K$570.7K+$66.2K2026-10-28
Ascent Group, LLC
INCREASED16,02114,388+1,633+11%$451.5K$568.7K+$117.3K2026-10-30
Sage Rhino Capital LLC
DECREASED15,90416,403-499-3%$514.7K$564.6K+$49.9K2026-10-28
Summit Global Investments
INCREASED15,52515,334+191+1%$481.0K$551.0K+$70.0K2026-10-28
Canopy Partners, LLC
UNCHANGED15,49715,49700%$486.3K$550.1K+$63.8K2026-10-28
Valeo Financial Advisors, LLC
INCREASED14,91012,642+2,268+18%$396.7K$529.3K+$132.6K2026-10-08
Anchyra Partners LLC
INCREASED14,50412,479+2,025+16%$391.6K$514.9K+$123.3K2026-10-13
Five Oceans Advisors
UNCHANGED14,42914,42900%$452.8K$512.2K+$59.4K2026-10-22
HUB Investment Partners, LLC
INCREASED14,42012,714+1,706+13%$399.0K$511.9K+$112.9K2026-11-03
Diversify Wealth Management, LLC
INCREASED14,34711,032+3,315+30%$369.5K$477.3K+$107.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED14,34711,032+3,315+30%$369.5K$477.3K+$107.9K2026-10-20
Blue Trust, Inc.
DECREASED14,08819,361-5,273-27%$607.5K$500.1K-$107.4K2026-10-15
Portside Wealth Group, LLC
DECREASED13,70414,601-897-6%$458.2K$486.5K+$28.3K2026-10-20
Axxcess Wealth Management, LLC
NEW13,535—+13,535——$480.5K—2026-10-21
MGO One Seven LLC
INCREASED13,10112,666+435+3%$397.5K$465.1K+$67.6K2026-10-28
YHB Investment Advisors, Inc.
UNCHANGED12,88912,88900%$404.5K$457.6K+$53.1K2026-10-08
Old National Bancorp
DECREASED12,84013,867-1,027-7%$435.1K$455.8K+$20.7K2026-10-20
Trust Point Inc.
DECREASED12,83813,371-533-4%$419.6K$455.8K+$36.2K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED12,70412,516+188+2%$392.7K$451.0K+$58.2K2026-10-30
DMC Group, LLC
INCREASED12,15012,082+68+1%$379.1K$431.3K+$52.2K2026-10-26
May Hill Capital, LLC
INCREASED12,1159,360+2,755+29%$293.7K$430.1K+$136.4K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED11,92810,073+1,855+18%$316.1K$423.4K+$107.4K2026-10-27
Pembroke Management, LTD
NEW11,900—+11,900——$422.5K—2026-10-21
Diligent Investors, LLC
UNCHANGED11,90011,90000%$373.4K$422.5K+$49.0K2026-10-21
Fulton Bank, N.A.
INCREASED11,85311,130+723+7%$349.3K$420.8K+$71.5K2026-10-14
Genus Capital Management Inc.
INCREASED11,3456,720+4,625+69%$210.9K$402.7K+$191.9K2026-11-04
Imc-Chicago, LLC
NEW11,237—+11,237——$398.9K—2026-11-05
Traveka Wealth, LLC
INCREASED10,98610,881+105+1%$341.4K$390.0K+$48.6K2026-10-19
Glenview Trust Co
INCREASED10,98010,411+569+5%$326.7K$389.8K+$63.1K2026-10-28
Nilsine Partners, LLC
INCREASED10,78210,524+258+2%$330.2K$382.8K+$52.5K2026-11-02
Xponance LLC
INCREASED10,6919,477+1,214+13%$297.4K$379.5K+$82.1K2026-11-03
Net Worth Advisory Group
DECREASED10,42416,616-6,192-37%$521.4K$357.0K-$164.4K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED10,3569,681+675+7%$303.8K$367.6K+$63.9K2026-11-04
Regions Financial Corp
DECREASED10,30311,007-704-6%$345.4K$365.8K+$20.4K2026-11-05
Investors Research Corp
UNCHANGED10,28010,28000%$322.6K$364.9K+$42.4K2026-10-07
Avidian Wealth Enterprises, LLC
NEW10,265—+10,265——$364.4K—2026-10-08
Lorne Steinberg Wealth Management Inc.
UNCHANGED10,25010,25000%$321.6K$363.9K+$42.2K2026-10-23
Oppenheimer & Co Inc
DECREASED10,17210,542-370-4%$330.8K$361.1K+$30.3K2026-10-26
NTV Asset Management LLC
UNCHANGED10,10210,10200%$317.0K$358.6K+$41.6K2026-10-23
Emerald Advisors, LLC
DECREASED9,94610,920-974-9%$342.7K$353.1K+$10.4K2026-10-13
Cidel Asset Management Inc
INCREASED9,7859,355+430+5%$293.6K$347.4K+$53.8K2026-10-29
Contravisory Investment Management, Inc.
DECREASED9,76810,309-541-5%$323.5K$346.8K+$23.3K2026-10-13
55 North Private Wealth, LLC
INCREASED9,7629,153+609+7%$287.2K$346.6K+$59.3K2026-10-20
Diversified Enterprises, LLC
INCREASED9,6649,184+480+5%$288.2K$343.1K+$54.9K2026-10-19
Gallacher Capital Management LLC
DECREASED9,59218,398-8,806-48%$577.3K$340.5K-$236.8K2026-10-30
Wedmont Private Capital
DECREASED9,57610,788-1,212-11%$349.4K$320.1K-$29.3K2026-10-09
Vontobel Holding Ltd.
UNCHANGED9,4409,44000%$296.3K$335.1K+$38.8K2026-10-16
Alta Capital Management LLC/
DECREASED9,3619,702-341-4%$304.4K$332.3K+$27.9K2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
INCREASED9,1938,126+1,067+13%$255.0K$326.4K+$71.4K2026-10-22
Argos Wealth Advisors, LLC
UNCHANGED9,0579,05700%$284.2K$321.5K+$37.3K2026-11-02
Perigon Wealth Management, LLC
INCREASED9,0027,240+1,762+24%$227.2K$319.6K+$92.4K2026-10-22
Brighton Jones LLC
INCREASED8,9698,715+254+3%$273.5K$318.4K+$44.9K2026-11-03
Invested Advisors
DECREASED8,7539,239-486-5%$289.9K$310.7K+$20.8K2026-10-23
Kohmann Bosshard Financial Services, LLC
UNCHANGED8,7258,72500%$273.8K$309.7K+$35.9K2026-11-04
Simplicity Wealth,LLC
INCREASED8,6838,188+495+6%$256.9K$308.2K+$51.3K2026-10-23
Connecticut Capital Management Group, LLC
INCREASED8,3698,354+15+0%$262.1K$297.1K+$35.0K2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED8,2308,069+161+2%$253.2K$292.2K+$39.0K2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED8,1988,034+164+2%$252.1K$291.0K+$38.9K2026-10-22
Avail Investment Partners, LLC
INCREASED8,0596,690+1,369+20%$209.9K$286.1K+$76.2K2026-10-16
Cooper Financial Group
DECREASED8,0549,380-1,326-14%$294.3K$285.9K-$8.4K2026-10-07
Syverson Strege & Co
UNCHANGED7,9497,94900%$249.4K$282.2K+$32.8K2026-11-02
Curated Wealth Partners LLC
NEW7,613—+7,613——$270.3K—2026-10-15
International Private Wealth Advisors LLC
NEW7,476—+7,476——$265.4K—2026-11-05
Cornerstone Wealth Group, LLC
INCREASED7,2677,201+66+1%$226.0K$258.0K+$32.0K2026-11-02
Archford Capital Strategies, LLC
INCREASED7,0136,934+79+1%$217.6K$249.0K+$31.4K2026-10-19
United Financial Planning Group LLC
UNCHANGED6,9956,99500%$219.5K$248.3K+$28.8K2026-11-04
Yousif Capital Management, LLC
DECREASED6,7268,604-1,878-22%$270.0K$238.8K-$31.2K2026-10-22
Larson Financial Group LLC
INCREASED6,6935,398+1,295+24%$169.4K$237.6K+$68.2K2026-11-05
Seven Mile Advisory
DECREASED6,6666,926-260-4%$217.3K$236.6K+$19.3K2026-10-22
Riversedge Advisors, LLC
INCREASED6,6596,554+105+2%$205.7K$236.4K+$30.7K2026-10-09
Frank, Rimerman Advisors LLC
UNCHANGED6,6596,65900%$209.0K$236.4K+$27.4K2026-10-16
PCG Asset Management, LLC
NEW6,627—+6,627——$235.3K—2026-11-05
Angeles Wealth Management, LLC
DECREASED6,6167,805-1,189-15%$244.9K$234.9K-$10.1K2026-10-26
Pinnacle Associates LTD
UNCHANGED6,6126,61200%$207.5K$234.7K+$27.2K2026-10-20
Cromwell Holdings LLC
UNCHANGED6,6036,60300%$207.2K$234.4K+$27.2K2026-10-28
J.W. Cole Advisors, Inc.
NEW6,576—+6,576——$233.5K—2026-11-05
Moneco Advisors, LLC
NEW6,499—+6,499——$230.7K—2026-11-05
Inscription Capital, LLC
NEW6,100—+6,100——$216.5K—2026-11-02
Park National Corp
NEW6,066—+6,066——$215.3K—2026-10-05
Wedbush Securities Inc
DECREASED5,9897,311-1,322-18%$229.0K$213-$228.8K2026-10-22
Gibson Capital, LLC
NEW5,963—+5,963——$211.7K—2026-10-23
Brookstone Capital Management
DECREASED5,90421,935-16,031-73%$688.3K$209.6K-$478.7K2026-10-22
V-Square Quantitative Management LLC
DECREASED5,8216,023-202-3%$189.0K$206.6K+$17.6K2026-10-15
Knights of Columbus Asset Advisors LLC
DECREASED5,8107,430-1,620-22%$233.2K$206.3K-$26.9K2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED5,5885,907-319-5%$185.4K$198.4K+$13.0K2026-11-05
Eastern Bank
UNCHANGED5,5375,53700%$173.8K$196.6K+$22.8K2026-10-05
Manchester Capital Management LLC
INCREASED5,3865,046+340+7%$158.3K$191.2K+$32.9K2026-10-22
Jcic Asset Management Inc.
DECREASED4,7455,470-725-13%$142.5K$168.4K+$26.0K2026-10-30
Hilltop National Bank
UNCHANGED4,2474,24700%$133.3K$150.8K+$17.5K2026-10-14
Parkside Financial Bank & Trust
INCREASED3,9773,643+334+9%$114.3K$141.2K+$26.9K2026-10-27
CoreCap Advisors, LLC
INCREASED3,7553,471+284+8%$108.9K$133.3K+$24.4K2026-10-08
Mather Group, Llc.
INCREASED3,0382,840+198+7%$89.1K$107.8K+$18.7K2026-10-14
Owl Creek Wealth Partners LLC
INCREASED2,8582,764+94+3%$86.7K$101.5K+$14.7K2026-10-20
Salomon & Ludwin, LLC
UNCHANGED2,3412,34100%$73.7K$83.1K+$9.4K2026-10-29
IFP Advisors, Inc
DECREASED2,1422,317-175-8%$72.7K$76.0K+$3.3K2026-10-16
SBI Securities Co., Ltd.
INCREASED1,8091,441+368+26%$45.2K$64.2K+$19.0K2026-10-22
Roxbury Financial LLC
INCREASED1,7681,749+19+1%$54.9K$62.8K+$7.9K2026-10-01
Private Trust Co NA
INCREASED1,7441,319+425+32%$41.4K$61.9K+$20.5K2026-10-20
James T. Borello RIA
UNCHANGED1,5771,57700%$49.5K$56.0K+$6.5K2026-10-16
Fairscale Capital, LLC
UNCHANGED1,4141,41400%$44.4K$44.5K+$1132026-11-04
Root Financial Partners, LLC
NEW1,301—+1,301——$46.2K—2026-10-21
Hartford Financial Management Inc.
UNCHANGED1,1241,12400%$35.3K$39.9K+$4.6K2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED1,0821,08200%$34.0K$38.4K+$4.5K2026-11-03
Highline Wealth Partners LLC
INCREASED1,039888+151+17%$27.9K$36.9K+$9.0K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED1,038906+132+15%$28.4K$36.8K+$8.4K2026-10-20
City Holding Co
UNCHANGED1,0051,00500%$31.5K$35.7K+$4.1K2026-10-19
WPG Advisers, LLC
DECREASED976983-7-1%$30.8K$34.6K+$3.8K2026-10-27
Financial Network Wealth Advisors LLC
INCREASED963594+369+62%$18.6K$34.2K+$15.5K2026-10-28
Financial Management Professionals, Inc.
UNCHANGED95795700%$30.0K$34.0K+$3.9K2026-10-23
Ares Financial Consulting, LLC
INCREASED909733+176+24%$23.0K$32.3K+$9.3K2026-10-19
Financial Consulate, Inc
INCREASED855761+94+12%$23.9K$30.4K+$6.5K2026-10-23
Silver Grove Financial Group, Inc.
DECREASED755882-127-14%$27.7K$26.8K-$8872026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED74374300%$23.3K$26.4K+$3.1K2026-11-02
True Wealth Design, LLC
INCREASED739537+202+38%$16.9K$26.2K+$9.4K2026-10-13
West Financial Advisors, LLC
NEW725—+725——$25.7K—2026-10-22
Bare Financial Services, Inc
INCREASED714652+62+10%$20.5K$25.3K+$4.9K2026-11-04
SJS Investment Consulting Inc.
UNCHANGED71071000%$22.3K$25.2K+$2.9K2026-10-26
Signature Equity Partners, LLC
DECREASED694788-94-12%$24.7K$24.6K-$902026-10-29
Proathlete Wealth Management LLC
NEW691—+691——$24.5K—2026-10-15
American National Bank & Trust
UNCHANGED65965900%$20.7K$23.4K+$2.7K2026-10-07
Nisa Investment Advisors, LLC
INCREASED656528+128+24%$16.6K$23.3K+$6.7K2026-10-20
Bell Investment Advisors, Inc
UNCHANGED65665600%$20.6K$23.3K+$2.7K2026-10-29
Grove Bank & Trust
INCREASED652602+50+8%$18.9K$23.1K+$4.3K2026-10-08
Cassaday & Co Wealth Management LLC
DECREASED594609-15-2%$19.1K$21.1K+$2.0K2026-10-27
Acumen Wealth Advisors, LLC
INCREASED571398+173+43%$12.5K$20.3K+$7.8K2026-11-05
Golden State Wealth Management, LLC
DECREASED561633-72-11%$19.9K$19.9K+$422026-11-02
Abound Wealth Management
DECREASED547553-6-1%$17.4K$19.4K+$2.1K2026-10-26
Elevation Wealth Partners, LLC
UNCHANGED50250200%$15.8K$17.8K+$2.1K2026-10-07
First Bancorp, Inc
UNCHANGED45045000%$14.1K$16.0K+$1.9K2026-10-26
Cullen T Bankers, Inc.
INCREASED43845+393+873%$1.4K$15.5K+$14.1K2026-10-28
Retirement Wealth Solutions LLC
INCREASED420414+6+1%$13.0K$14.9K+$1.9K2026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED40040000%$12.6K$14.2K+$1.6K2026-10-20
Nfsg Corp
INCREASED397393+4+1%$12.3K$14.1K+$1.8K2026-10-15
Ascentis Wealth Management, LLC
NEW383—+383——$13.6K—2026-11-03
Global Trust Asset Management, LLC
UNCHANGED38038000%$11.9K$13.5K+$1.6K2026-10-19
Main Street Group, LTD
UNCHANGED35535500%$11.1K$12.6K+$1.5K2026-10-28
Markowski Investments
INCREASED343229+114+50%$7.2K$12.2K+$5.0K2026-10-30
Yankcom Partnership
UNCHANGED31931900%$10.0K$11.3K+$1.3K2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED318301+17+6%$9.4K$11.3K+$1.8K2026-10-23
Valued Wealth Advisors LLC
UNCHANGED29729700%$9.3K$10.5K+$1.2K2026-11-05
High Note Wealth, LLC
UNCHANGED28728700%$9.0K$10.2K+$1.2K2026-10-27
Rossby Financial, LCC
INCREASED284134+150+112%$4.2K$10.1K+$5.9K2026-11-05
Arlington Trust Co LLC
UNCHANGED27027000%$8.5K$9.6K+$1.1K2026-10-20
Byrne Asset Management LLC
UNCHANGED25625600%$8.0K$8.8K+$7352026-10-06
Nemes Rush Group LLC
UNCHANGED25425400%$8.0K$9.0K+$1.0K2026-11-04
Wolff Wiese Magana LLC
UNCHANGED24724700%$7.8K$8.8K+$1.0K2026-10-15
Toth Financial Advisory Corp
UNCHANGED22822800%$7.2K$8.1K+$9392026-10-08
Pittenger & Anderson Inc
NEW221—+221——$7.8K—2026-11-02
GK Wealth Management LLC
NEW214—+214——$7.6K—2026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED209253-44-17%$8.0K$7.4K-$5342026-10-16
Rosenberg Matthew Hamilton
UNCHANGED20720700%$6.5K$7.3K+$8532026-10-05
Triumph Capital Management
INCREASED201192+9+5%$6.0K$7.1K+$1.1K2026-10-14
UMB Private Wealth Management, LLC
NEW198—+198——$7.0K—2026-10-19
American Capital Advisory, LLC
UNCHANGED19119100%$6.0K$6.8K+$7872026-10-28
Montag A & Associates Inc
NEW186—+186——$6.6K—2026-10-29
Jnba Financial Advisors
INCREASED185139+46+33%$4.4K$6.6K+$2.2K2026-11-03
Creative Financial Designs Inc
DECREASED178223-45-20%$7.0K$6.3K-$6922026-11-04
Lanark Financial, Inc.
DECREASED173181-8-4%$5.7K$6.1K+$4632026-10-26
Burk Holdings LLC
UNCHANGED15415400%$4.8K$5.5K+$6342026-11-05
Kozak & Associates, Inc.
UNCHANGED15215200%$4.8K$5.0K+$2142026-10-29
Caitong International Asset Management Co., Ltd
DECREASED14925,369-25,220-99%$796.1K$5.3K-$790.8K2026-10-29
Independence Bank of Kentucky
UNCHANGED14414400%$4.5K$5.1K+$5932026-10-26
Jacobi Capital Management LLC
NEW143—+143——$5.1K—2026-11-05
MV Capital Management, Inc.
UNCHANGED13713700%$4.3K$4.9K+$5642026-10-29
Planning Strategies Inc.
NEW132—+132——$4.7K—2026-10-02
North Star Investment Management Corp.
UNCHANGED13113100%$4.1K$4.7K+$5392026-10-27
Gilpin Wealth Management, LLC
NEW129—+129——$4.6K—2026-10-09
Albion Financial Group
NEW120—+120——$4.3K—2026-10-21
Spire Wealth Management
UNCHANGED11911900%$3.7K$4.2K+$4912026-10-30
Asset Dedication, LLC
UNCHANGED11811800%$3.7K$4.2K+$4862026-11-03
Creative Capital Management Investments LLC
UNCHANGED11511500%$3.6K$4.1K+$4742026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED11411400%$3.6K$4.0K+$4702026-10-21
Elyxium Wealth, LLC
NEW106—+106——$3.8K—2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED10210200%$3.2K$3.6K+$4202026-11-04
Pacifica Partners Inc.
UNCHANGED777700%$2.5K$2.6K+$1632026-10-09
Breakwater Investment Management
NEW65—+65——$2.3K—2026-10-20
Central Trust Co
UNCHANGED636300%$2.0K$2.2K+$2602026-11-05
CX Institutional
UNCHANGED545400%$2$2$02026-10-02
GHP Investment Advisors, Inc.
UNCHANGED545400%$1.7K$1.9K+$2222026-10-15
Caldwell Trust Co
UNCHANGED535300%$1.7K$1.9K+$2192026-10-30
Trust Co of Vermont
NEW50—+50——$1.8K—2026-10-21
Monetary Solutions, Ltd
INCREASED4029+11+38%$910$1.4K+$5102026-10-22
Armstrong Advisory Group, Inc
UNCHANGED404000%$1.3K$1.4K+$1642026-10-09
Trifecta Capital Advisors, LLC
UNCHANGED363600%$1.1K$1.3K+$1482026-10-21
Downshift Financial, LLC
UNCHANGED343400%$1.1K$1.2K+$1402026-10-13
Trust Co
UNCHANGED212100%$659$746+$872026-10-09
Mosley Wealth Management
UNCHANGED202000%$628$665+$372026-10-16
Buck Wealth Strategies, LLC
UNCHANGED171700%$533$604+$712026-10-28
Nvest Wealth Strategies, Inc.
NEW16—+16——$568—2026-10-14
Godsey & Gibb, Inc
NEW9—+9——$320—2026-10-14
StrongBox Wealth, LLC
NEW5—+5——$178—2026-11-02
Capricorn Fund Managers Ltd
CLOSED0900,000-900,000-100%$28.2M$0-$28.2M2026-11-03
Lockheed Martin Investment Management Co
CLOSED082,100-82,100-100%$2.6M$0-$2.6M2026-11-04
GFS Advisors, LLC
CLOSED026,933-26,933-100%$37.2K$0-$37.2K2026-11-03
Viking Fund Management LLC
CLOSED010,000-10,000-100%$313.8K$0-$313.8K2026-10-14
Parnassus Investments, LLC
CLOSED09,945-9,945-100%$312.1K$0-$312.1K2026-10-22
Mission Wealth Management, LP
CLOSED08,519-8,519-100%$267.3K$0-$267.3K2026-10-15
Facet Wealth, Inc.
CLOSED07,750-7,750-100%$243.2K$0-$243.2K2026-11-04
180 Wealth Advisors, LLC
CLOSED06,383-6,383-100%$200.3K$0-$200.3K2026-11-03
Robinswood Financial LLC
CLOSED01,259-1,259-100%$39.5K$0-$39.5K2026-10-20
Cornerstone Planning Group LLC
CLOSED0568-568-100%$18.9K$0-$18.9K2026-10-16
Whipplewood Advisors, LLC
CLOSED0495-495-100%$15.5K$0-$15.5K2026-10-20
AdvisorNet Financial, Inc
CLOSED0323-323-100%$10.1K$0-$10.1K2026-10-15
Stone House Investment Management, LLC
CLOSED0176-176-100%$5.5K$0-$5.5K2026-10-23
Salem Investment Counselors Inc
CLOSED0129-129-100%$4.0K$0-$4.0K2026-10-13
Bayforest Capital Ltd
CLOSED0125-125-100%$3.9K$0-$3.9K2026-11-03
Plante Moran Financial Advisors, LLC
CLOSED0124-124-100%$3.9K$0-$3.9K2026-11-04
Mascoma Wealth Management LLC
CLOSED059-59-100%$1.9K$0-$1.9K2026-10-23
Southern Michigan Bank & Trust
CLOSED057-57-100%$1.8K$0-$1.8K2026-10-19
Morgan Stanley
N/A—12,840,811-12,840,811-100%$402.9M———
FMR LLC
N/A—7,839,849-7,839,849-100%$246.0M———
Goldman Sachs Group Inc
N/A—7,576,887-7,576,887-100%$237.8M———
Bank of America Corp
N/A—6,177,975-6,177,975-100%$193.9M———
BlackRock, Inc.
N/A—5,876,067-5,876,067-100%$184.4M———
Fisher Asset Management, LLC
N/A—5,854,380-5,854,380-100%$183.7M———
Natixis Advisors, LLC
N/A—5,263,047-5,263,047-100%$165.2M———
Jones Financial Companies Lllp
N/A—5,077,640-5,077,640-100%$156.3M———
Aristotle Capital Management, LLC
N/A—4,758,330-4,758,330-100%$149.3M———
Northern Trust Corp
N/A—3,912,664-3,912,664-100%$122.8M———
Royal Bank of Canada
N/A—3,549,063-3,549,063-100%$111.4M———
Arrowstreet Capital, Limited Partnership
N/A—2,800,698-2,800,698-100%$87.9M———
American Century Companies Inc
N/A—2,798,046-2,798,046-100%$87.8M———
JPMorgan Chase & Co
N/A—2,306,704-2,306,704-100%$71.9M———
Wells Fargo & Company
N/A—2,252,207-2,252,207-100%$70.7M———
Envestnet Asset Management Inc
N/A—1,977,231-1,977,231-100%$62.0M———
Quantinno Capital Management LP
N/A—1,963,312-1,963,312-100%$61.6M———
Teachers Retirement System of the State of Kentucky
N/A—1,773,070-1,773,070-100%$55.6M———
Causeway Capital Management LLC
N/A—1,690,687-1,690,687-100%$53.1M———
Qube Research & Technologies Ltd
N/A—1,461,399-1,461,399-100%$45.9M———
Massachusetts Financial Services Co
N/A—1,154,069-1,154,069-100%$36.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,138,976-1,138,976-100%$35.7M———
BNP Paribas Financial Markets
N/A—1,014,501-1,014,501-100%$31.8M———
HRT Financial LP
N/A—973,961-973,961-100%$30.6M———
Raymond James Financial Inc
N/A—948,213-948,213-100%$29.8M———
UBS Group AG
N/A—878,229-878,229-100%$27.6M———
HighTower Advisors, LLC
N/A—778,645-778,645-100%$24.4M———
Thornburg Investment Management Inc
N/A—758,793-758,793-100%$23.8M———
O'shaughnessy Asset Management, LLC
N/A—668,195-668,195-100%$21.0M———
SEI Investments Co
N/A—659,815-659,815-100%$20.7M———
Boothbay Fund Management, LLC
N/A—650,042-650,042-100%$20.4M———
LPL Financial LLC
N/A—626,976-626,976-100%$19.7M———
Curi Capital, LLC
N/A—618,799-618,799-100%$19.5M———
Charles Schwab Investment Management Inc
N/A—607,561-607,561-100%$19.1M———
Millennium Management LLC
N/A—570,133-570,133-100%$17.9M———
Stifel Financial Corp
N/A—554,143-554,143-100%$17.4M———
Schonfeld Strategic Advisors LLC
N/A—537,475-537,475-100%$16.9M———
Jane Street Group, LLC
N/A—512,190-512,190-100%$16.1M———
Pathstone Holdings, LLC
N/A—500,066-500,066-100%$15.7M———
AQR Capital Management LLC
N/A—497,758-497,758-100%$15.6M———
Old Mission Capital LLC
N/A—435,514-435,514-100%$13.7M———
Point72 Asset Management, L.P.
N/A—424,445-424,445-100%$13.3M———
TriCert Investment Counsel Inc.
N/A—421,319-421,319-100%$13.2M———
National Bank of Canada
N/A—420,316-420,316-100%$13.2M———
Capital Fund Management S.A.
N/A—409,785-409,785-100%$12.9M———
QRG Capital Management, Inc.
N/A—394,253-394,253-100%$12.4M———
M. Kulyk & Associates, LLC
N/A—356,185-356,185-100%$11.2M———
Cerity Partners LLC
N/A—355,314-355,314-100%$11.1M———
Tower Research Capital LLC (TRC)
N/A—349,746-349,746-100%$11.0M———
Logan Capital Management Inc
N/A—347,862-347,862-100%$10.9M———
Bank of Montreal
N/A—327,347-327,347-100%$10.3M———
First Trust Advisors LP
N/A—313,968-313,968-100%$9.9M———
UMB Bank, n.a.
N/A—309,114-309,114-100%$9.7M———
Nuveen, LLC
N/A—285,117-285,117-100%$8.9M———
Bridges Investment Management Inc
N/A—277,987-277,987-100%$8.7M———
Mariner, LLC
N/A—277,799-277,799-100%$8.7M———
Franklin Resources Inc
N/A—276,441-276,441-100%$8.7M———
CIBC World Market Inc.
N/A—271,520-271,520-100%$8.5M———
Vestmark Advisory Solutions, Inc.
N/A—270,953-270,953-100%$8.5M———
Federation des caisses Desjardins du Quebec
N/A—252,451-252,451-100%$7.9M———
Ameriprise Financial Inc
N/A—248,639-248,639-100%$7.8M———
Boston Partners
N/A—241,626-241,626-100%$7.6M———
DV Equities, LLC
N/A—239,305-239,305-100%$7.5M———
Mercer Global Advisors Inc
N/A—219,234-219,234-100%$6.9M———
Rockefeller Capital Management L.P.
N/A—218,947-218,947-100%$6.9M———
United Capital Financial Advisors, LLC
N/A—218,897-218,897-100%$6.9M———
Cetera Investment Advisers
N/A—216,856-216,856-100%$6.8M———
Trexquant Investment LP
N/A—216,157-216,157-100%$6.8M———
Integrated Quantitative Investments LLC
N/A—209,974-209,974-100%$6.6M———
Capital World Investors
N/A—209,452-209,452-100%$6.5M———
1832 Asset Management L.P.
N/A—206,822-206,822-100%$6.5M———
Aquatic Capital Management LLC
N/A—205,811-205,811-100%$6.5M———
Hantz Financial Services, Inc.
N/A—204,429-204,429-100%$6.4M———
Barclays PLC
N/A—200,792-200,792-100%$6.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—196,426-196,426-100%$6.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—195,262-195,262-100%$6.1M———
&partners
N/A—181,951-181,951-100%$5.7M———
Vanguard Personalized Indexing Management, LLC
N/A—176,232-176,232-100%$5.5M———
Callan Family Office, LLC
N/A—172,251-172,251-100%$5.4M———
Orion Porfolio Solutions, LLC
N/A—169,195-169,195-100%$5.3M———
Price T Rowe Associates Inc
N/A—166,423-166,423-100%$5.2M———
Voleon Capital Management LP
N/A—164,825-164,825-100%$5.2M———
Neuberger Berman Group LLC
N/A—161,035-161,035-100%$5.1M———
Pinnacle Financial Partners, Inc.
N/A—158,622-158,622-100%$5.0M———
Bessemer Group Inc
N/A—158,249-158,249-100%$5.0M———
Engineers Gate Manager LP
N/A—143,087-143,087-100%$4.5M———
XTX Topco Ltd
N/A—137,510-137,510-100%$4.3M———
Campbell & Co Investment Adviser LLC
N/A—136,582-136,582-100%$4.3M———
Russell Investments Group, Ltd.
N/A—131,830-131,830-100%$4.1M———
GTS Securities LLC
N/A—130,546-130,546-100%$4.1M———
JPL Wealth Management, LLC
N/A—126,050-126,050-100%$4.0M———
Savant Capital, LLC
N/A—124,825-124,825-100%$4.2M———
New York State Common Retirement Fund
N/A—119,159-119,159-100%$3.7M———
DRW Securities, LLC
N/A—116,326-116,326-100%$3.7M———
PNC Financial Services Group, Inc.
N/A—112,355-112,355-100%$3.5M———
Marietta Investment Partners LLC
N/A—112,092-112,092-100%$3.5M———
MML Investors Services, LLC
N/A—110,760-110,760-100%$3.5M———
Vident Advisory, LLC
N/A—110,350-110,350-100%$3.5M———
Public Employees Retirement System of Ohio
N/A—108,373-108,373-100%$3.4M———
Sanctuary Advisors, LLC
N/A—91,340-91,340-100%$2.9M———
Lazard Asset Management LLC
N/A—90,189-90,189-100%$2.8M———
NewEdge Advisors, LLC
N/A—88,804-88,804-100%$2.8M———
Naviter Wealth, LLC
N/A—87,254-87,254-100%$2.7M———
Rhumbline Advisers
N/A—85,887-85,887-100%$2.7M———
Intrust Bank NA
N/A—83,156-83,156-100%$2.6M———
BTC Capital Management, Inc.
N/A—82,065-82,065-100%$2.6M———
Caprock Group, LLC
N/A—77,252-77,252-100%$2.4M———
Ballentine Partners, LLC
N/A—75,736-75,736-100%$2.4M———
Captrust Financial Advisors
N/A—75,428-75,428-100%$2.4M———
Citadel Advisors LLC
N/A—75,061-75,061-100%$2.4M———
Optiver Holding B.V.
N/A—73,660-73,660-100%$2.3M———
Icon Advisers Inc
N/A—73,403-73,403-100%$2.3M———
Focus Partners Wealth
N/A—70,295-70,295-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—69,773-69,773-100%$2.2M———
IEQ Capital, LLC
N/A—68,255-68,255-100%$2.1M———
Osaic Holdings, Inc.
N/A—65,519-65,519-100%$2.1M———
Benjamin Edwards Inc
N/A—64,263-64,263-100%$2.0M———
UBS Asset Management Americas LLC
N/A—61,378-61,378-100%$1.9M———
Two Sigma Investments, LP
N/A—57,456-57,456-100%$1.8M———
NewEdge Wealth, LLC
N/A—56,386-56,386-100%$1.8M———
Invesco Ltd.
N/A—53,123-53,123-100%$1.7M———
Advisors Asset Management, Inc.
N/A—52,104-52,104-100%$1.6M———
Qtron Investments LLC
N/A—51,830-51,830-100%$1.6M———
Deutsche Bank Ag\
N/A—50,760-50,760-100%$1.6M———
Hancock Whitney Corp
N/A—50,290-50,290-100%$1.6M———
Waverly Advisors, LLC
N/A—49,158-49,158-100%$1.5M———
Guggenheim Capital LLC
N/A—49,134-49,134-100%$1.5M———
Evolve Private Wealth, LLC
N/A—48,999-48,999-100%$1.5M———
Global Retirement Partners, LLC
N/A—48,285-48,285-100%$1.5M———
Letko, Brosseau & Associates Inc
N/A—46,624-46,624-100%$1.5M———
Guardian Capital LP
N/A—44,883-44,883-100%$1.4M———
Smartleaf Asset Management LLC
N/A—42,888-42,888-100%$1.3M———
Winton Group Ltd
N/A—42,800-42,800-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—41,353-41,353-100%$1.3M———
State Street Corp
N/A—40,360-40,360-100%$1.3M———
Victory Capital Management Inc
N/A—40,000-40,000-100%$1.3M———
Quantbot Technologies LP
N/A—39,191-39,191-100%$1.2M———
M&T Bank Corp
N/A—38,937-38,937-100%$1.2M———
Fiduciary Trust Co
N/A—38,431-38,431-100%$1.2M———
Merit Financial Group, LLC
N/A—38,406-38,406-100%$1.2M———
Summit Trail Advisors, LLC
N/A—36,763-36,763-100%$1.2M———
Two Sigma Securities, LLC
N/A—35,529-35,529-100%$1.1M———
Equitable Holdings, Inc.
N/A—34,118-34,118-100%$1.1M———
GeoWealth Management, LLC
N/A—33,110-33,110-100%$1.0M———
Syon Capital LLC
N/A—32,592-32,592-100%$1.0M———
Glenmede Trust Co NA
N/A—31,160-31,160-100%$977.8K———
Dynasty Wealth Management, LLC
N/A—29,654-29,654-100%$930.5K———
Integrated Wealth Concepts LLC
N/A—28,860-28,860-100%$905.6K———
Huntington National Bank
N/A—27,478-27,478-100%$862.3K———
Arax Advisory Partners
N/A—26,831-26,831-100%$841.9K———
Susquehanna International Group, LLP
N/A—26,272-26,272-100%$824.4K———
Marshall Wace, LLP
N/A—26,228-26,228-100%$823.0K———
Independent Advisor Alliance
N/A—25,930-25,930-100%$813.7K———
Northwest & Ethical Investments L.P.
N/A—25,396-25,396-100%$796.9K———
SIH Partners, Lllp
N/A—24,800-24,800-100%$778.2K———
Entropy Technologies, LP
N/A—24,449-24,449-100%$767.2K———
Hilltop Holdings Inc.
N/A—24,130-24,130-100%$757.2K———
Venturi Wealth Management, LLC
N/A—22,449-22,449-100%$704.5K———
Northwestern Mutual Wealth Management Co
N/A—22,287-22,287-100%$699.4K———
Rehmann Capital Advisory Group
N/A—22,251-22,251-100%$698.2K———
Steward Partners Investment Advisory, LLC
N/A—22,217-22,217-100%$697.2K———
Bleakley Financial Group, LLC
N/A—20,807-20,807-100%$652.9K———
Savvy Advisors, Inc.
N/A—19,768-19,768-100%$620.3K———
Checchi Capital Advisers, LLC
N/A—19,593-19,593-100%$614.8K———
Camelot Portfolios, LLC
N/A—19,565-19,565-100%$614.0K———
AE Wealth Management LLC
N/A—19,446-19,446-100%$610.2K———
Ellevest, Inc.
N/A—18,998-18,998-100%$585.1K———
Ethos Financial Group, LLC
N/A—18,317-18,317-100%$595.5K———
RD Lewis Holdings, Inc.
N/A—18,281-18,281-100%$645.9K———
Rathbones Group PLC
N/A—18,100-18,100-100%$568.0K———
EP Wealth Advisors, LLC
N/A—17,887-17,887-100%$561.3K———
Beacon Pointe Advisors, LLC
N/A—17,705-17,705-100%$555.6K———
Sivia Capital Partners, LLC
N/A—17,477-17,477-100%$548.4K———
Cetera Trust Company, N.a
N/A—17,430-17,430-100%$547.0K———
Janney Montgomery Scott LLC
N/A—17,098-17,098-100%$537.0K———
Mutual Advisors, LLC
N/A—16,520-16,520-100%$518.4K———
Envestnet Portfolio Solutions, Inc.
N/A—16,354-16,354-100%$513.2K———
RiverFront Investment Group, LLC
N/A—16,151-16,151-100%$506.8K———
Coldstream Capital Management Inc
N/A—15,582-15,582-100%$489.0K———
Advisory Services Network, LLC
N/A—15,279-15,279-100%$479.5K———
Optas, LLC
N/A—14,754-14,754-100%$463.0K———
Fred Alger Management, LLC
N/A—14,247-14,247-100%$447.1K———
Hardy Reed LLC
N/A—13,488-13,488-100%$423.3K———
Commerce Bank
N/A—13,444-13,444-100%$421.9K———
PCM Encore, LLC
N/A—13,411-13,411-100%$420.8K———
MAI Capital Management
N/A—13,064-13,064-100%$410.0K———
Palladiem, LLC
N/A—13,033-13,033-100%$409.0K———
SOA Wealth Advisors, Llc.
N/A—12,809-12,809-100%$12.8K———
Basecamp Wealth Advisors LLC
N/A—12,768-12,768-100%$400.7K———
Clearstead Advisors, LLC
N/A—12,758-12,758-100%$400.3K———
Drive Wealth Management, LLC
N/A—12,371-12,371-100%$388.2K———
Bayesian Capital Management, LP
N/A—11,800-11,800-100%$370.3K———
Silvercrest Asset Management Group LLC
N/A—11,713-11,713-100%$367.6K———
BFC Planning, Inc.
N/A—11,524-11,524-100%$361.6K———
Frec Markets, Inc.
N/A—11,127-11,127-100%$349.2K———
Bruce G. Allen Investments, LLC
N/A—10,631-10,631-100%$333.6K———
Mattson Financial Services, LLC
N/A—10,553-10,553-100%$346.5K———
Focus Partners Advisor Solutions, LLC
N/A—10,516-10,516-100%$330.0K———
Werba Rubin Papier Wealth Management
N/A—10,264-10,264-100%$322.1K———
Legacy Capital Group California, Inc.
N/A—10,212-10,212-100%$320.5K———
EntryPoint Capital, LLC
N/A—10,135-10,135-100%$318.0K———
Allworth Financial LP
N/A—10,111-10,111-100%$317.3K———
Keebeck Wealth Management
N/A—10,085-10,085-100%$316.5K———
Oxford Financial Group, Ltd. LLC
N/A—10,049-10,049-100%$315.3K———
Principal Securities, Inc.
N/A—9,809-9,809-100%$307.8K———
Bridgewater Advisors Inc.
N/A—9,747-9,747-100%$344.6K———
Brown Financial Advisors
N/A—9,713-9,713-100%$304.8K———
CIBC Bancorp USA Inc.
N/A—9,611-9,611-100%$301.6K———
XY Capital Ltd
N/A—9,519-9,519-100%$298.7K———
Financial Engines Advisors L.L.C.
N/A—9,436-9,436-100%$296.1K———
Atlas Capital Advisors Inc.
N/A—9,401-9,401-100%$295.0K———
Moors & Cabot, Inc.
N/A—9,243-9,243-100%$290.0K———
New Republic Capital, LLC
N/A—9,134-9,134-100%$286.6K———
Van Diest Capital, LLC
N/A—8,988-8,988-100%$282.0K———
West Family Investments, Inc.
N/A—8,925-8,925-100%$280.1K———
Snowden Capital Advisors LLC
N/A—8,921-8,921-100%$279.9K———
Virtu Financial LLC
N/A—8,790-8,790-100%$276.0K———
Pure Financial Advisors, LLC
N/A—8,769-8,769-100%$275.2K———
Natural Investments, LLC
N/A—8,742-8,742-100%$274.0K———
Park Place Capital Corp
N/A—8,686-8,686-100%$272.6K———
Belpointe Asset Management LLC
N/A—8,241-8,241-100%$258.6K———
Choate Investment Advisors
N/A—8,107-8,107-100%$254.4K———
Moneta Group Investment Advisors LLC
N/A—8,039-8,039-100%$252.3K———
Integrity Financial Corp
N/A—7,816-7,816-100%$245.3K———
one8zero8, LLC
N/A—7,795-7,795-100%$244.6K———
Employees Retirement System of Texas
N/A—7,699-7,699-100%$242.0K———
Keel Point, LLC
N/A—7,690-7,690-100%$241.3K———
Advisors Capital Management, LLC
N/A—7,673-7,673-100%$240.8K———
Scotia Capital Inc.
N/A—7,536-7,536-100%$236.5K———
Prosperity Consulting Group, LLC
N/A—7,523-7,523-100%$236.1K———
Townsquare Capital LLC
N/A—7,326-7,326-100%$229.9K———
Toronto Dominion Bank
N/A—7,306-7,306-100%$229.0K———
Aigen Investment Management, LP
N/A—7,249-7,249-100%$227.5K———
PFG Investments, LLC
N/A—7,230-7,230-100%$226.9K———
Arkadios Wealth Advisors
N/A—7,173-7,173-100%$225.1K———
Stratos Wealth Advisors, LLC
N/A—7,006-7,006-100%$219.8K———
Level Four Advisory Services, LLC
N/A—6,972-6,972-100%$218.8K———
Brown Brothers Harriman & Co
N/A—6,892-6,892-100%$216.3K———
Cresset Asset Management, LLC
N/A—6,859-6,859-100%$215.2K———
IHT Wealth Management, LLC
N/A—6,753-6,753-100%$211.9K———
Personal CFO Solutions, LLC
N/A—6,738-6,738-100%$211.4K———
Gotham Asset Management, LLC
N/A—6,716-6,716-100%$210.7K———
Kintra Wealth, LLC
N/A—6,637-6,637-100%$236.3K———
Hexagon Capital Partners LLC
N/A—6,625-6,625-100%$207.9K———
Harbour Investments, Inc.
N/A—5,462-5,462-100%$171.4K———
SG Americas Securities, LLC
N/A—4,925-4,925-100%$155.0K———
LSV Asset Management
N/A—4,600-4,600-100%$144.0K———
Acadian Asset Management LLC
N/A—4,037-4,037-100%$126.0K———
Bartlett & Co. Wealth Management LLC
N/A—4,000-4,000-100%$125.5K———
IFG Advisory, LLC
N/A—3,268-3,268-100%$102.5K———
Rothschild Investment LLC
N/A—3,200-3,200-100%$100.4K———
Continuum Advisory, LLC
N/A—2,973-2,973-100%$93.3K———
Wellington-Altus USA Inc.
N/A—2,367-2,367-100%$61.7K———
Medallion Wealth Advisors, LLC
N/A—2,365-2,365-100%$74.2K———
Rexford Capital Inc
N/A—1,489-1,489-100%$46.7K———
Seneschal Advisors, LLC
N/A—1,167-1,167-100%$36.6K———
MidFirst Bank
N/A—1,110-1,110-100%$34.8K———
Zions Bancorporation, National Association
N/A—1,007-1,007-100%$31.6K———
Purpose Unlimited Inc.
N/A—933-933-100%$29.3K———
Fourth Dimension Wealth, LLC
N/A—900-900-100%$28.2K———
SouthState Bank Corp
N/A—900-900-100%$28.2K———
Bogart Wealth, LLC
N/A—878-878-100%$27.6K———
Transamerica Financial Advisors, LLC
N/A—821-821-100%$25.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—727-727-100%$22.8K———
Geneos Wealth Management Inc.
N/A—722-722-100%$22.7K———
GW&K Investment Management, LLC
N/A—571-571-100%$18.0K———
Capital Analysts, LLC
N/A—570-570-100%$18———
TD Capital Management LLC
N/A—553-553-100%$17.4K———
Private Wealth Asset Management, LLC
N/A—552-552-100%$17.3K———
Cornerstone Financial Management LLC
N/A—542-542-100%$17.0K———
Synergy Investment Management, LLC
N/A—466-466-100%$15.1K———
Fiduciary Financial Advisors
N/A—459-459-100%$14.3K———
Glen Eagle Advisors, LLC
N/A—455-455-100%$14.3K———
Kilter Group LLC
N/A—439-439-100%$13.8K———
SHP Wealth Management
N/A—429-429-100%$13.5K———
Ancora Advisors LLCA
N/A—423-423-100%$13.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—411-411-100%$12.9K———
Raffa Wealth Management, LLC
N/A—397-397-100%$12.5K———
Motco
N/A—371-371-100%$11.6K———
Manning & Napier Advisors LLC
N/A—351-351-100%$10.9K———
Winch Advisory Services, LLC
N/A—341-341-100%$10.7K———
Ninepoint Partners LP
N/A—292-292-100%$9.2K———
BOK Financial Private Wealth, Inc.
N/A—290-290-100%$9.1K———
IMA Advisory Services, Inc.
N/A—264-264-100%$8.3K———
WealthCollab, LLC
N/A—254-254-100%$8.0K———
Nova Wealth Management, Inc.
N/A—252-252-100%$7.9K———
Ameriflex Group, Inc.
N/A—249-249-100%$7.8K———
Godfrey Financial Associates, Inc.
N/A—219-219-100%$6.9K———
Boreal Capital Management LLC
N/A—218-218-100%$6.8K———
Coppell Advisory Solutions LLC
N/A—213-213-100%$336.4K———
Federated Hermes, Inc.
N/A—195-195-100%$6.1K———
Strategic Wealth Partners, Ltd.
N/A—189-189-100%$5.9K———
Bravera Wealth
N/A—180-180-100%$5.6K———
Group One Trading LLC
N/A—161-161-100%$5.1K———
Smithfield Trust Co
N/A—157-157-100%$5———
Aventura Private Wealth, LLC
N/A—157-157-100%$4.9K———
CVA Family Office, LLC
N/A—155-155-100%$4.9K———
Darwin Wealth Management, LLC
N/A—149-149-100%$4.7K———
Dunhill Financial, LLC
N/A—137-137-100%$4.3K———
Wiser Advisor Group LLC
N/A—102-102-100%$3.2K———
Allied Private Wealth LLC
N/A—95-95-100%$3.0K———
N.E.W. Advisory Services LLC
N/A—85-85-100%$2.7K———
Quent Capital, LLC
N/A—73-73-100%$2.3K———
HM Payson & Co
N/A—71-71-100%$2.2K———
LRI Investments, LLC
N/A—56-56-100%$1.8K———
Copia Wealth Management
N/A—51-51-100%$1.6K———
Highland Investment Advisors LLC
N/A—50-50-100%$1.6K———
Benson Wealth Management Inc
N/A—46-46-100%$1.4K———
ST Germain D J Co Inc
N/A—32-32-100%$1.0K———
Marshall Investment Management, LLC
N/A—29-29-100%$910———
Walleye Capital LLC
N/A—2-2-100%$63———
Showing 626 of 626 institutions