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Intercontinental Hotels (IHG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares231,259 from 207,804
Change+23,455 (+11%)
Value$37.2M (+$1.2M)
Filed 2026-11-05
ABC Arbitrage SA
INCREASED
Shares182,617 from 153,668
Change+28,949 (+19%)
Value$29.4M (+$2.8M)
Filed 2026-10-23
Dimensional Fund Advisors LP
DECREASED
Shares170,968 from 171,354
Change-386 (0%)
Value$27.5M (-$2.2M)
Filed 2026-11-04
Henry James International Management Inc.
DECREASED
Shares65,649 from 65,661
Change-12 (0%)
Value$10.6M (-$810.9K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares40,520 from 39,404
Change+1,116 (+3%)
Value$6.5M (-$306.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares39,873 from 31,663
Change+8,210 (+26%)
Value$6.4M (+$930.0K)
Filed 2026-11-06
Gradient Investments LLC
DECREASED
Shares37,815 from 38,964
Change-1,149 (-3%)
Value$6.1M (-$664.8K)
Filed 2026-10-08
Russell Investments Group, Ltd.
INCREASED
Shares35,339 from 7,592
Change+27,747 (+365%)
Value$5.7M (+$4.4M)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares24,342 from 25,177
Change-835 (-3%)
Value$3.9M (-$440.0K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares18,255 from 16,306
Change+1,949 (+12%)
Value$3.0M (+$204.3K)
Filed 2026-10-16
Highland Capital Management, LLC
DECREASED
Shares14,411 from 14,716
Change-305 (-2%)
Value$2.3M (-$230.3K)
Filed 2026-10-26
Ethic Inc.
INCREASED
Shares13,719 from 13,197
Change+522 (+4%)
Value$2.2M (-$78.6K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares12,947 from 11,358
Change+1,589 (+14%)
Value$2.1M (+$115.6K)
Filed 2026-11-06
Diversify Advisory Services, LLC
NEW
Shares12,092
Change+12,092
Value$2.0M
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares12,092
Change+12,092
Value$2.0M
Filed 2026-10-20
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares11,784 from 11,526
Change+258 (+2%)
Value$1.9M (-$100.5K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares10,917 from 8,859
Change+2,058 (+23%)
Value$1.8M (+$221.9K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares10,786 from 10,424
Change+362 (+3%)
Value$1.7M (-$70.2K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares10,479 from 5,505
Change+4,974 (+90%)
Value$1.7M (+$732.0K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares9,833 from 9,733
Change+100 (+1%)
Value$1.6M (-$103.8K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares9,803 from 22,026
Change-12,223 (-55%)
Value$1.6M (-$1.6M)
Filed 2026-10-20
Ritholtz Wealth Management
DECREASED
Shares8,397 from 8,426
Change-29 (0%)
Value$1.4M (-$108.5K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares8,293 from 8,608
Change-315 (-4%)
Value$1.3M (-$156.7K)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares8,098 from 3,375
Change+4,723 (+140%)
Value$1.3M (+$717.9K)
Filed 2026-11-05
Fiera Capital Corp
INCREASED
Shares7,016 from 6,098
Change+918 (+15%)
Value$1.1M (+$72.5K)
Filed 2026-11-06
Verdence Capital Advisors LLC
DECREASED
Shares6,271 from 6,278
Change-7 (0%)
Value$1.0M (-$78.5K)
Filed 2026-10-26
Henshaw Capital LLC
UNCHANGED
Shares6,196 from 6,196
Change0 (0%)
Value$996.3K (-$76.3K)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares5,748 from 5,701
Change+47 (+1%)
Value$924.3K (-$62.7K)
Filed 2026-10-20
Americana Partners, LLC
INCREASED
Shares5,464 from 4,853
Change+611 (+13%)
Value$878.6K (+$38.5K)
Filed 2026-10-28
CIBC Asset Management Inc
INCREASED
Shares4,842 from 4,710
Change+132 (+3%)
Value$778.6K (-$36.8K)
Filed 2026-11-05
Zions Bancorporation, National Association
DECREASED
Shares4,006 from 4,110
Change-104 (-3%)
Value$644.2K (-$67.4K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares3,726 from 1,910
Change+1,816 (+95%)
Value$599.1K (+$268.5K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares3,571 from 3,343
Change+228 (+7%)
Value$599.2K (+$20.5K)
Filed 2026-11-04
J.Safra Asset Management Corp
INCREASED
Shares3,470 from 2,990
Change+480 (+16%)
Value$558.0K (+$40.3K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares3,463 from 3,394
Change+69 (+2%)
Value$556.9K (-$30.7K)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares3,437 from 4,298
Change-861 (-20%)
Value$552.6K (-$191.4K)
Filed 2026-11-06
Cordatus Wealth Management LLC
INCREASED
Shares3,431 from 3,311
Change+120 (+4%)
Value$551.7K (-$21.5K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares3,420 from 3,348
Change+72 (+2%)
Value$549.9K (-$29.7K)
Filed 2026-10-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares3,258 from 3,083
Change+175 (+6%)
Value$524.3K (+$215)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares3,060 from 392
Change+2,668 (+681%)
Value$492.0K (+$424.2K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares3,018 from 2,964
Change+54 (+2%)
Value$485.3K (-$27.8K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares2,879 from 1,767
Change+1,112 (+63%)
Value$463.1K (+$157.0K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,859 from 2,324
Change+535 (+23%)
Value$455.9K (+$72.5K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares2,851 from 2,504
Change+347 (+14%)
Value$458.4K (+$24.9K)
Filed 2026-10-30
Savant Capital, LLC
INCREASED
Shares2,726 from 1,875
Change+851 (+45%)
Value$438.3K (+$114.0K)
Filed 2026-11-06
William Blair Investment Management, LLC
DECREASED
Shares2,708 from 6,456
Change-3,748 (-58%)
Value$435.4K (-$682.2K)
Filed 2026-11-06
Frank, Rimerman Advisors LLC
DECREASED
Shares2,571 from 2,610
Change-39 (-1%)
Value$413.4K (-$38.4K)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
NEW
Shares2,471
Change+2,471
Value$397.3K
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares2,435 from 2,011
Change+424 (+21%)
Value$391.5K (+$43.4K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares2,404 from 2,274
Change+130 (+6%)
Value$386.5K (-$7.2K)
Filed 2026-10-23
Evergreen Capital Management LLC
DECREASED
Shares2,389 from 2,987
Change-598 (-20%)
Value$386.0K (-$131.1K)
Filed 2026-10-23
PUREfi Wealth, LLC
INCREASED
Shares2,314 from 2,278
Change+36 (+2%)
Value$372.1K (-$22.3K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
NEW
Shares2,291
Change+2,291
Value$368.4K
Filed 2026-11-02
Athena Wealth Management, LLC
INCREASED
Shares2,238 from 2,230
Change+8 (+0%)
Value$359.8K (-$26.2K)
Filed 2026-10-09
King Luther Capital Management Corp
INCREASED
Shares2,184 from 2,168
Change+16 (+1%)
Value$351.2K (-$24.1K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares2,094 from 2,039
Change+55 (+3%)
Value$338.0K (-$15.0K)
Filed 2026-10-28
Net Worth Advisory Group
DECREASED
Shares2,014 from 2,128
Change-114 (-5%)
Value$325.1K (-$43.3K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares1,980 from 2,195
Change-215 (-10%)
Value$318.0K (-$62.0K)
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares1,944 from 1,919
Change+25 (+1%)
Value$312.6K (-$19.6K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares1,896
Change+1,896
Value$304.9K
Filed 2026-10-30
AlphaCore Capital LLC
NEW
Shares1,865
Change+1,865
Value$300.0K
Filed 2026-11-04
Keybank National Association
DECREASED
Shares1,735 from 1,748
Change-13 (-1%)
Value$279.0K (-$23.6K)
Filed 2026-11-04
Abundance Wealth Counselors
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$270.8K (-$20.7K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares1,676 from 1,724
Change-48 (-3%)
Value$269.5K (-$29.0K)
Filed 2026-11-03
Personal CFO Solutions, LLC
NEW
Shares1,646
Change+1,646
Value$264.7K
Filed 2026-11-06
Stirlingshire Investments, Inc.
DECREASED
Shares1,626 from 1,669
Change-43 (-3%)
Value$262.5K (-$26.4K)
Filed 2026-11-05
Trek Financial, LLC
DECREASED
Shares1,602 from 1,732
Change-130 (-8%)
Value$257.6K (-$42.2K)
Filed 2026-10-29
Merit Financial Group, LLC
NEW
Shares1,593
Change+1,593
Value$256.2K
Filed 2026-11-06
Sowell Financial Services LLC
INCREASED
Shares1,574 from 1,536
Change+38 (+2%)
Value$253.1K (-$12.8K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,548 from 1,679
Change-131 (-8%)
Value$248.9K (-$41.8K)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares1,524 from 1,519
Change+5 (+0%)
Value$245.0K (-$18.0K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,506 from 1,444
Change+62 (+4%)
Value$242.0K (-$8.0K)
Filed 2026-11-02
R Squared Ltd
NEW
Shares1,454
Change+1,454
Value$233.8K
Filed 2026-11-06
Anchyra Partners LLC
INCREASED
Shares1,422 from 1,340
Change+82 (+6%)
Value$228.7K (-$3.3K)
Filed 2026-10-13
Baron Wealth Management LLC
DECREASED
Shares1,355 from 1,364
Change-9 (-1%)
Value$217.9K (-$18.3K)
Filed 2026-10-27
Traveka Wealth, LLC
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$212.9K (-$16.3K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares1,296 from 1,203
Change+93 (+8%)
Value$208.4K (+$134)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares1,261 from 1,349
Change-88 (-7%)
Value$202.8K (-$30.8K)
Filed 2026-10-15
Argos Wealth Advisors, LLC
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$202.0K (-$15.5K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
NEW
Shares1,246
Change+1,246
Value$200.4K
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares1,025 from 1,024
Change+1 (+0%)
Value$177.4K (+$173)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares887 from 892
Change-5 (-1%)
Value$142.5K (-$12.0K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares693 from 727
Change-34 (-5%)
Value$111.4K (-$14.4K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares524 from 246
Change+278 (+113%)
Value$84.3K (+$41.7K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares514 from 511
Change+3 (+1%)
Value$82.6K (-$5.8K)
Filed 2026-10-27
Cromwell Holdings LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$72.2K (-$5.2K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares337 from 313
Change+24 (+8%)
Value$54.2K (+$3)
Filed 2026-10-28
Hilltop National Bank
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$53.7K (-$4.1K)
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares327 from 381
Change-54 (-14%)
Value$52.6K (-$13.4K)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$52.4K (-$4.0K)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$42.3K (-$3.2K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$38.4K (-$2.9K)
Filed 2026-11-06
Cullen T Bankers, Inc.
INCREASED
Shares238 from 216
Change+22 (+10%)
Value$38.2K (+$801)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
INCREASED
Shares200 from 193
Change+7 (+4%)
Value$32.2K (-$1.3K)
Filed 2026-10-20
WPG Advisers, LLC
NEW
Shares190
Change+190
Value$30.6K
Filed 2026-10-27
UMB Bank, n.a.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$30.6K (-$2.3K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares148 from 173
Change-25 (-14%)
Value$23.8K (-$6.2K)
Filed 2026-11-05
V-Square Quantitative Management LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$22.8K (-$1.7K)
Filed 2026-10-15
Ninety One UK Ltd
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$21.5K (-$1.7K)
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$20.1K (-$1.5K)
Filed 2026-11-02
James T. Borello RIA
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$16.2K (-$1.2K)
Filed 2026-10-16
First Command Advisory Services, Inc.
INCREASED
Shares98 from 28
Change+70 (+250%)
Value$15.8K (+$10.9K)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$15.8K (-$1.2K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$15.1K (-$1.2K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares87 from 82
Change+5 (+6%)
Value$14.0K (-$206)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$14.0K (-$662)
Filed 2026-10-29
Central Trust Co
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$13.0K (-$998)
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares75
Change+75
Value$12.1K
Filed 2026-10-15
Elyxium Wealth, LLC
NEW
Shares68
Change+68
Value$10.9K
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares67
Change+67
Value$10.8K
Filed 2026-11-03
True Wealth Design, LLC
INCREASED
Shares62 from 51
Change+11 (+22%)
Value$10.0K (+$1.1K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares61 from 58
Change+3 (+5%)
Value$9.8K (-$232)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.6K (-$740)
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares59
Change+59
Value$9.5K
Filed 2026-10-21
Bare Financial Services, Inc
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$9.2K (-$702)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$9.0K (-$690)
Filed 2026-11-03
West Financial Advisors, LLC
NEW
Shares50
Change+50
Value$8.0K
Filed 2026-10-22
Financial Consulate, Inc
DECREASED
Shares42 from 47
Change-5 (-11%)
Value$6.8K (-$1.4K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.8K (-$517)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.9K (-$296)
Filed 2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.7K (-$284)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares22
Change+22
Value$3.6K
Filed 2026-11-05
Acumen Wealth Advisors, LLC
NEW
Shares19
Change+19
Value$3.1K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares19 from 11
Change+8 (+73%)
Value$3.1K (+$1.2K)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.1K (-$234)
Filed 2026-10-19
Oakworth Capital, Inc.
NEW
Shares18
Change+18
Value$2.9K
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares17 from 15
Change+2 (+13%)
Value$2.7K (+$137)
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares15 from 25
Change-10 (-40%)
Value$2.4K (-$1.9K)
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares14 from 6
Change+8 (+133%)
Value$2.3K (+$1.2K)
Filed 2026-10-20
Planning Strategies Inc.
NEW
Shares13
Change+13
Value$2.1K
Filed 2026-10-02
Key Capital Management, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (-$161)
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$147)
Filed 2026-10-19
Asset Dedication, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$148)
Filed 2026-11-03
American Capital Advisory, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$148)
Filed 2026-10-28
GHP Investment Advisors, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.8K (-$136)
Filed 2026-10-15
MV Capital Management, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.8K (-$136)
Filed 2026-10-29
Fairway Wealth LLC
NEW
Shares10
Change+10
Value$1.6K
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (-$123)
Filed 2026-10-20
Creative Capital Management Investments LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (-$123)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
NEW
Shares7
Change+7
Value$1.1K
Filed 2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (-$86)
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$965 (-$74)
Filed 2026-11-04
Retirement Wealth Solutions LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$965 (-$74)
Filed 2026-10-07
CoreCap Advisors, LLC
DECREASED
Shares4 from 7
Change-3 (-43%)
Value$643 (-$569)
Filed 2026-10-08
Burk Holdings LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$643 (-$49)
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$644 (-$49)
Filed 2026-10-29
Monetary Solutions, Ltd
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$482 (+$136)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$482 (-$37)
Filed 2026-10-13
Gilpin Wealth Management, LLC
NEW
Shares1
Change+1
Value$161
Filed 2026-10-09
Nisa Investment Advisors, LLC
NEW
Shares1
Change+1
Value$161
Filed 2026-10-20
Abound Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$161 (-$13)
Filed 2026-10-26
Walter Public Investments Inc.
CLOSED
Shares0 from 53,354
Change-53,354 (-100%)
Value$0 (-$9.2M)
Filed 2026-11-05
Deutsche Bank Ag\
CLOSED
Shares0 from 28,784
Change-28,784 (-100%)
Value$0 (-$5.0M)
Filed 2026-11-06
RIA Advisory Group LLC
CLOSED
Shares0 from 1,904
Change-1,904 (-100%)
Value$0 (-$329.6K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 1,488
Change-1,488 (-100%)
Value$0 (-$257.7K)
Filed 2026-11-02
BigSur Wealth Management LLC
CLOSED
Shares0 from 1,379
Change-1,379 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-27
Salem Investment Counselors Inc
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
NBT Bank, N.A.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$693)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$336)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-11-06
FMR LLC
N/A
Shares— from 5,916,383
Change-5,916,383 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 822,732
Change-822,732 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 703,124
Change-703,124 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 501,366
Change-501,366 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 499,739
Change-499,739 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 492,070
Change-492,070 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 481,856
Change-481,856 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 474,182
Change-474,182 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 450,542
Change-450,542 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 392,528
Change-392,528 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 313,144
Change-313,144 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 289,115
Change-289,115 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 271,081
Change-271,081 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 207,155
Change-207,155 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 186,374
Change-186,374 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 180,991
Change-180,991 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 169,428
Change-169,428 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 154,135
Change-154,135 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 151,794
Change-151,794 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 145,618
Change-145,618 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 116,085
Change-116,085 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 108,690
Change-108,690 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 96,109
Change-96,109 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 92,149
Change-92,149 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 89,900
Change-89,900 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 84,785
Change-84,785 (-100%)
Value—
UBS Group AG
N/A
Shares— from 58,666
Change-58,666 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 57,935
Change-57,935 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 54,552
Change-54,552 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 54,243
Change-54,243 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 50,240
Change-50,240 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 48,541
Change-48,541 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 47,047
Change-47,047 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 35,476
Change-35,476 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,844
Change-34,844 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,176
Change-31,176 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 30,528
Change-30,528 (-100%)
Value—
Capital World Investors
N/A
Shares— from 29,675
Change-29,675 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 25,109
Change-25,109 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 23,555
Change-23,555 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 20,683
Change-20,683 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 19,627
Change-19,627 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 18,898
Change-18,898 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 18,825
Change-18,825 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,748
Change-17,748 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,109
Change-17,109 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 16,723
Change-16,723 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 16,233
Change-16,233 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 15,625
Change-15,625 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,352
Change-15,352 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,225
Change-15,225 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 15,058
Change-15,058 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,868
Change-14,868 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 14,791
Change-14,791 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,726
Change-14,726 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 14,512
Change-14,512 (-100%)
Value—
&partners
N/A
Shares— from 13,294
Change-13,294 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,177
Change-13,177 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,465
Change-12,465 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 12,122
Change-12,122 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 12,055
Change-12,055 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,850
Change-10,850 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,597
Change-10,597 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,877
Change-9,877 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,445
Change-8,445 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
FCA Corp
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,169
Change-4,169 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 867
Change-867 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 787
Change-787 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 673
Change-673 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 494
Change-494 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 475
Change-475 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 457
Change-457 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 171
Change-171 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
EFG International AG
N/A
Shares— from 78
Change-78 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 62
Change-62 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 30
Change-30 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 24
Change-24 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 21
Change-21 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Motco
N/A
Shares— from 6
Change-6 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED231,259207,804+23,455+11%$36.0M$37.2M+$1.2M2026-11-05
ABC Arbitrage SA
INCREASED182,617153,668+28,949+19%$26.6M$29.4M+$2.8M2026-10-23
Dimensional Fund Advisors LP
DECREASED170,968171,354-3860%$29.7M$27.5M-$2.2M2026-11-04
Henry James International Management Inc.
DECREASED65,64965,661-120%$11.4M$10.6M-$810.9K2026-10-14
Creative Planning
INCREASED40,52039,404+1,116+3%$6.8M$6.5M-$306.0K2026-11-02
LPL Financial LLC
INCREASED39,87331,663+8,210+26%$5.5M$6.4M+$930.0K2026-11-06
Gradient Investments LLC
DECREASED37,81538,964-1,149-3%$6.7M$6.1M-$664.8K2026-10-08
Russell Investments Group, Ltd.
INCREASED35,3397,592+27,747+365%$1.3M$5.7M+$4.4M2026-11-06
Crossmark Global Holdings, Inc.
DECREASED24,34225,177-835-3%$4.4M$3.9M-$440.0K2026-10-21
TD Waterhouse Canada Inc.
INCREASED18,25516,306+1,949+12%$2.7M$3.0M+$204.3K2026-10-16
Highland Capital Management, LLC
DECREASED14,41114,716-305-2%$2.5M$2.3M-$230.3K2026-10-26
Ethic Inc.
INCREASED13,71913,197+522+4%$2.3M$2.2M-$78.6K2026-11-03
PNC Financial Services Group, Inc.
INCREASED12,94711,358+1,589+14%$2.0M$2.1M+$115.6K2026-11-06
Diversify Advisory Services, LLC
NEW12,092—+12,092——$2.0M—2026-10-20
Diversify Wealth Management, LLC
NEW12,092—+12,092——$2.0M—2026-10-20
Mitchell & Pahl Private Wealth, LLC
INCREASED11,78411,526+258+2%$2.0M$1.9M-$100.5K2026-10-14
Atria Investments, Inc
INCREASED10,9178,859+2,058+23%$1.5M$1.8M+$221.9K2026-10-15
Signaturefd, LLC
INCREASED10,78610,424+362+3%$1.8M$1.7M-$70.2K2026-10-23
Vise Technologies, Inc.
INCREASED10,4795,505+4,974+90%$953.0K$1.7M+$732.0K2026-10-29
US Bancorp \de\
INCREASED9,8339,733+100+1%$1.7M$1.6M-$103.8K2026-11-05
Quadrant Capital Group LLC
DECREASED9,80322,026-12,223-55%$3.2M$1.6M-$1.6M2026-10-20
Ritholtz Wealth Management
DECREASED8,3978,426-290%$1.5M$1.4M-$108.5K2026-11-05
Citigroup Inc
DECREASED8,2938,608-315-4%$1.5M$1.3M-$156.7K2026-11-04
Regions Financial Corp
INCREASED8,0983,375+4,723+140%$584.3K$1.3M+$717.9K2026-11-05
Fiera Capital Corp
INCREASED7,0166,098+918+15%$1.1M$1.1M+$72.5K2026-11-06
Verdence Capital Advisors LLC
DECREASED6,2716,278-70%$1.1M$1.0M-$78.5K2026-10-26
Henshaw Capital LLC
UNCHANGED6,1966,19600%$1.1M$996.3K-$76.3K2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED5,7485,701+47+1%$987.0K$924.3K-$62.7K2026-10-20
Americana Partners, LLC
INCREASED5,4644,853+611+13%$840.2K$878.6K+$38.5K2026-10-28
CIBC Asset Management Inc
INCREASED4,8424,710+132+3%$815.4K$778.6K-$36.8K2026-11-05
Zions Bancorporation, National Association
DECREASED4,0064,110-104-3%$711.5K$644.2K-$67.4K2026-11-06
Compound Planning, Inc.
INCREASED3,7261,910+1,816+95%$330.7K$599.1K+$268.5K2026-11-05
Prospera Financial Services Inc
INCREASED3,5713,343+228+7%$578.7K$599.2K+$20.5K2026-11-04
J.Safra Asset Management Corp
INCREASED3,4702,990+480+16%$517.6K$558.0K+$40.3K2026-11-03
Aaron Wealth Advisors LLC
INCREASED3,4633,394+69+2%$587.6K$556.9K-$30.7K2026-10-13
Moors & Cabot, Inc.
DECREASED3,4374,298-861-20%$744.0K$552.6K-$191.4K2026-11-06
Cordatus Wealth Management LLC
INCREASED3,4313,311+120+4%$573.2K$551.7K-$21.5K2026-10-19
Versant Capital Management, Inc
INCREASED3,4203,348+72+2%$579.6K$549.9K-$29.7K2026-10-02
Allspring Global Investments Holdings, LLC
INCREASED3,2583,083+175+6%$524.1K$524.3K+$2152026-11-04
Barclays PLC
INCREASED3,060392+2,668+681%$67.9K$492.0K+$424.2K2026-11-06
Perigon Wealth Management, LLC
INCREASED3,0182,964+54+2%$513.1K$485.3K-$27.8K2026-10-22
Lido Advisors, LLC
INCREASED2,8791,767+1,112+63%$306.0K$463.1K+$157.0K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED2,8592,324+535+23%$383.4K$455.9K+$72.5K2026-10-13
Truist Financial Corp
INCREASED2,8512,504+347+14%$433.5K$458.4K+$24.9K2026-10-30
Savant Capital, LLC
INCREASED2,7261,875+851+45%$324.3K$438.3K+$114.0K2026-11-06
William Blair Investment Management, LLC
DECREASED2,7086,456-3,748-58%$1.1M$435.4K-$682.2K2026-11-06
Frank, Rimerman Advisors LLC
DECREASED2,5712,610-39-1%$451.8K$413.4K-$38.4K2026-10-16
Burns Matteson Capital Management, LLC
NEW2,471—+2,471——$397.3K—2026-10-16
Gamma Investing LLC
INCREASED2,4352,011+424+21%$348.1K$391.5K+$43.4K2026-10-08
HB Wealth Management, LLC
INCREASED2,4042,274+130+6%$393.7K$386.5K-$7.2K2026-10-23
Evergreen Capital Management LLC
DECREASED2,3892,987-598-20%$517.1K$386.0K-$131.1K2026-10-23
PUREfi Wealth, LLC
INCREASED2,3142,278+36+2%$394.4K$372.1K-$22.3K2026-10-19
GC Wealth Management RIA, LLC
NEW2,291—+2,291——$368.4K—2026-11-02
Athena Wealth Management, LLC
INCREASED2,2382,230+8+0%$386.0K$359.8K-$26.2K2026-10-09
King Luther Capital Management Corp
INCREASED2,1842,168+16+1%$375.3K$351.2K-$24.1K2026-11-05
Choreo, LLC
INCREASED2,0942,039+55+3%$353.0K$338.0K-$15.0K2026-10-28
Net Worth Advisory Group
DECREASED2,0142,128-114-5%$368.5K$325.1K-$43.3K2026-10-20
Park Avenue Securities LLC
DECREASED1,9802,195-215-10%$380.0K$318.0K-$62.0K2026-10-26
PDS Planning, Inc
INCREASED1,9441,919+25+1%$332.2K$312.6K-$19.6K2026-11-03
Provenance Wealth Advisors, LLC
NEW1,896—+1,896——$304.9K—2026-10-30
AlphaCore Capital LLC
NEW1,865—+1,865——$300.0K—2026-11-04
Keybank National Association
DECREASED1,7351,748-13-1%$302.6K$279.0K-$23.6K2026-11-04
Abundance Wealth Counselors
UNCHANGED1,6841,68400%$291.5K$270.8K-$20.7K2026-10-26
Parallel Advisors, LLC
DECREASED1,6761,724-48-3%$298.5K$269.5K-$29.0K2026-11-03
Personal CFO Solutions, LLC
NEW1,646—+1,646——$264.7K—2026-11-06
Stirlingshire Investments, Inc.
DECREASED1,6261,669-43-3%$288.9K$262.5K-$26.4K2026-11-05
Trek Financial, LLC
DECREASED1,6021,732-130-8%$299.8K$257.6K-$42.2K2026-10-29
Merit Financial Group, LLC
NEW1,593—+1,593——$256.2K—2026-11-06
Sowell Financial Services LLC
INCREASED1,5741,536+38+2%$265.9K$253.1K-$12.8K2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED1,5481,679-131-8%$290.7K$248.9K-$41.8K2026-10-05
Farther Finance Advisors, LLC
INCREASED1,5241,519+5+0%$263.1K$245.0K-$18.0K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED1,5061,444+62+4%$250.0K$242.0K-$8.0K2026-11-02
R Squared Ltd
NEW1,454—+1,454——$233.8K—2026-11-06
Anchyra Partners LLC
INCREASED1,4221,340+82+6%$232.0K$228.7K-$3.3K2026-10-13
Baron Wealth Management LLC
DECREASED1,3551,364-9-1%$236.1K$217.9K-$18.3K2026-10-27
Traveka Wealth, LLC
UNCHANGED1,3241,32400%$229.2K$212.9K-$16.3K2026-10-19
Assetmark, Inc
INCREASED1,2961,203+93+8%$208.3K$208.4K+$1342026-10-21
Blue Trust, Inc.
DECREASED1,2611,349-88-7%$233.5K$202.8K-$30.8K2026-10-15
Argos Wealth Advisors, LLC
UNCHANGED1,2561,25600%$217.4K$202.0K-$15.5K2026-11-02
Ashton Thomas Private Wealth, LLC
NEW1,246—+1,246——$200.4K—2026-11-03
Allworth Financial LP
INCREASED1,0251,024+1+0%$177.3K$177.4K+$1732026-11-06
Clearstead Advisors, LLC
DECREASED887892-5-1%$154.4K$142.5K-$12.0K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED693727-34-5%$125.9K$111.4K-$14.4K2026-11-04
Fifth Third Bancorp
INCREASED524246+278+113%$42.6K$84.3K+$41.7K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED514511+3+1%$88.4K$82.6K-$5.8K2026-10-27
Cromwell Holdings LLC
UNCHANGED44744700%$77.4K$72.2K-$5.2K2026-10-28
TD Private Client Wealth LLC
INCREASED337313+24+8%$54.2K$54.2K+$32026-10-28
Hilltop National Bank
UNCHANGED33433400%$57.8K$53.7K-$4.1K2026-10-14
SBI Securities Co., Ltd.
DECREASED327381-54-14%$66.0K$52.6K-$13.4K2026-10-22
Parkside Financial Bank & Trust
UNCHANGED32632600%$56.4K$52.4K-$4.0K2026-10-27
Ares Financial Consulting, LLC
UNCHANGED26326300%$45.5K$42.3K-$3.2K2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED23923900%$41.4K$38.4K-$2.9K2026-11-06
Cullen T Bankers, Inc.
INCREASED238216+22+10%$37.4K$38.2K+$8012026-10-28
Owl Creek Wealth Partners LLC
INCREASED200193+7+4%$33.4K$32.2K-$1.3K2026-10-20
WPG Advisers, LLC
NEW190—+190——$30.6K—2026-10-27
UMB Bank, n.a.
UNCHANGED19019000%$32.9K$30.6K-$2.3K2026-11-06
Larson Financial Group LLC
DECREASED148173-25-14%$30.0K$23.8K-$6.2K2026-11-05
V-Square Quantitative Management LLC
UNCHANGED14214200%$24.6K$22.8K-$1.7K2026-10-15
Ninety One UK Ltd
UNCHANGED13413400%$23.2K$21.5K-$1.7K2026-10-15
Golden State Wealth Management, LLC
UNCHANGED12412400%$21.6K$20.1K-$1.5K2026-11-02
James T. Borello RIA
UNCHANGED10110100%$17.5K$16.2K-$1.2K2026-10-16
First Command Advisory Services, Inc.
INCREASED9828+70+250%$4.8K$15.8K+$10.9K2026-11-05
Albion Financial Group
UNCHANGED989800%$17.0K$15.8K-$1.2K2026-10-21
First Horizon Corp
UNCHANGED949400%$16.3K$15.1K-$1.2K2026-10-26
Rossby Financial, LCC
INCREASED8782+5+6%$14.2K$14.0K-$2062026-11-05
Salomon & Ludwin, LLC
UNCHANGED878700%$14.7K$14.0K-$6622026-10-29
Central Trust Co
UNCHANGED818100%$14.0K$13.0K-$9982026-11-05
Proathlete Wealth Management LLC
NEW75—+75——$12.1K—2026-10-15
Elyxium Wealth, LLC
NEW68—+68——$10.9K—2026-10-27
Ascentis Wealth Management, LLC
NEW67—+67——$10.8K—2026-11-03
True Wealth Design, LLC
INCREASED6251+11+22%$8.8K$10.0K+$1.1K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED6158+3+5%$10.0K$9.8K-$2322026-11-05
Elevation Wealth Partners, LLC
UNCHANGED606000%$10.4K$9.6K-$7402026-10-07
Root Financial Partners, LLC
NEW59—+59——$9.5K—2026-10-21
Bare Financial Services, Inc
UNCHANGED575700%$9.9K$9.2K-$7022026-11-04
JFS Wealth Advisors, LLC
UNCHANGED565600%$9.7K$9.0K-$6902026-11-03
West Financial Advisors, LLC
NEW50—+50——$8.0K—2026-10-22
Financial Consulate, Inc
DECREASED4247-5-11%$8.1K$6.8K-$1.4K2026-10-23
Lanark Financial, Inc.
UNCHANGED424200%$7.3K$6.8K-$5172026-10-26
Independence Bank of Kentucky
UNCHANGED242400%$4.2K$3.9K-$2962026-10-26
Buck Wealth Strategies, LLC
UNCHANGED232300%$4.0K$3.7K-$2842026-10-28
Jacobi Capital Management LLC
NEW22—+22——$3.6K—2026-11-05
Acumen Wealth Advisors, LLC
NEW19—+19——$3.1K—2026-11-05
Physician Wealth Advisors, Inc.
INCREASED1911+8+73%$1.9K$3.1K+$1.2K2026-10-20
Investment Research & Advisory Group, Inc.
UNCHANGED191900%$3.3K$3.1K-$2342026-10-19
Oakworth Capital, Inc.
NEW18—+18——$2.9K—2026-10-26
IFP Advisors, Inc
INCREASED1715+2+13%$2.6K$2.7K+$1372026-10-16
Signature Equity Partners, LLC
DECREASED1525-10-40%$4.3K$2.4K-$1.9K2026-10-29
Breakwater Investment Management
INCREASED146+8+133%$1.0K$2.3K+$1.2K2026-10-20
Planning Strategies Inc.
NEW13—+13——$2.1K—2026-10-02
Key Capital Management, Inc
UNCHANGED131300%$2.3K$2.1K-$1612026-11-03
Highline Wealth Partners LLC
UNCHANGED121200%$2.1K$1.9K-$1472026-10-19
Asset Dedication, LLC
UNCHANGED121200%$2.1K$1.9K-$1482026-11-03
American Capital Advisory, LLC
UNCHANGED121200%$2.1K$1.9K-$1482026-10-28
GHP Investment Advisors, Inc.
UNCHANGED111100%$1.9K$1.8K-$1362026-10-15
MV Capital Management, Inc.
UNCHANGED111100%$1.9K$1.8K-$1362026-10-29
Fairway Wealth LLC
NEW10—+10——$1.6K—2026-10-30
Arlington Trust Co LLC
UNCHANGED101000%$1.7K$1.6K-$1232026-10-20
Creative Capital Management Investments LLC
UNCHANGED101000%$1.7K$1.6K-$1232026-10-28
Caitong International Asset Management Co., Ltd
NEW7—+7——$1.1K—2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED7700%$1.2K$1.1K-$862026-10-09
Creative Financial Designs Inc
UNCHANGED6600%$1.0K$965-$742026-11-04
Retirement Wealth Solutions LLC
UNCHANGED6600%$1.0K$965-$742026-10-07
CoreCap Advisors, LLC
DECREASED47-3-43%$1.2K$643-$5692026-10-08
Burk Holdings LLC
UNCHANGED4400%$692$643-$492026-11-05
Bell Investment Advisors, Inc
UNCHANGED4400%$693$644-$492026-10-29
Monetary Solutions, Ltd
INCREASED32+1+50%$346$482+$1362026-10-22
Downshift Financial, LLC
UNCHANGED3300%$519$482-$372026-10-13
Gilpin Wealth Management, LLC
NEW1—+1——$161—2026-10-09
Nisa Investment Advisors, LLC
NEW1—+1——$161—2026-10-20
Abound Wealth Management
UNCHANGED1100%$174$161-$132026-10-26
Walter Public Investments Inc.
CLOSED053,354-53,354-100%$9.2M$0-$9.2M2026-11-05
Deutsche Bank Ag\
CLOSED028,784-28,784-100%$5.0M$0-$5.0M2026-11-06
RIA Advisory Group LLC
CLOSED01,904-1,904-100%$329.6K$0-$329.6K2026-10-15
Commonwealth Equity Services, LLC
CLOSED01,488-1,488-100%$257.7K$0-$257.7K2026-11-02
BigSur Wealth Management LLC
CLOSED01,379-1,379-100%$238.7K$0-$238.7K2026-10-13
Cornerstone Planning Group LLC
CLOSED052-52-100%$8.1K$0-$8.1K2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED043-43-100%$7.4K$0-$7.4K2026-10-27
Salem Investment Counselors Inc
CLOSED034-34-100%$5.9K$0-$5.9K2026-10-13
Plante Moran Financial Advisors, LLC
CLOSED09-9-100%$1.6K$0-$1.6K2026-11-04
NBT Bank, N.A.
CLOSED07-7-100%$1.2K$0-$1.2K2026-10-21
Gill Capital Partners, LLC
CLOSED07-7-100%$1.2K$0-$1.2K2026-10-13
Trifecta Capital Advisors, LLC
CLOSED04-4-100%$693$0-$6932026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED02-2-100%$336$0-$3362026-10-16
Institute for Wealth Management, Llc.
CLOSED000—$1$0-$12026-11-06
FMR LLC
N/A—5,916,383-5,916,383-100%$1.0B———
Morgan Stanley
N/A—822,732-822,732-100%$142.4M———
Goldman Sachs Group Inc
N/A—703,124-703,124-100%$121.7M———
Natixis Advisors, LLC
N/A—501,366-501,366-100%$86.8M———
Bank of America Corp
N/A—499,739-499,739-100%$86.5M———
Arrowstreet Capital, Limited Partnership
N/A—492,070-492,070-100%$85.2M———
JPMorgan Chase & Co
N/A—481,856-481,856-100%$83.7M———
Jones Financial Companies Lllp
N/A—474,182-474,182-100%$82.0M———
Royal Bank of Canada
N/A—450,542-450,542-100%$78.0M———
Lazard Asset Management LLC
N/A—392,528-392,528-100%$68.0M———
CIBC Bancorp USA Inc.
N/A—313,144-313,144-100%$54.2M———
Two Sigma Investments, LP
N/A—289,115-289,115-100%$50.1M———
BlackRock, Inc.
N/A—271,081-271,081-100%$46.9M———
BNP Paribas Financial Markets
N/A—207,155-207,155-100%$35.9M———
Marshall Wace, LLP
N/A—186,374-186,374-100%$32.3M———
Northern Trust Corp
N/A—180,991-180,991-100%$31.3M———
Millennium Management LLC
N/A—169,428-169,428-100%$29.3M———
Citadel Advisors LLC
N/A—154,135-154,135-100%$26.7M———
D. E. Shaw & Co., Inc.
N/A—151,794-151,794-100%$26.3M———
Alliancebernstein L.P.
N/A—145,618-145,618-100%$19.4M———
Point72 Asset Management, L.P.
N/A—116,085-116,085-100%$20.1M———
Quantinno Capital Management LP
N/A—108,690-108,690-100%$18.8M———
Envestnet Asset Management Inc
N/A—96,109-96,109-100%$16.6M———
Voleon Capital Management LP
N/A—92,149-92,149-100%$16.0M———
Renaissance Technologies LLC
N/A—89,900-89,900-100%$15.6M———
Wells Fargo & Company
N/A—84,785-84,785-100%$14.7M———
UBS Group AG
N/A—58,666-58,666-100%$10.2M———
Raymond James Financial Inc
N/A—57,935-57,935-100%$10.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—54,552-54,552-100%$9.4M———
Quadrature Capital Ltd
N/A—54,243-54,243-100%$9.4M———
Northwest & Ethical Investments L.P.
N/A—50,240-50,240-100%$8.7M———
Charles Schwab Investment Management Inc
N/A—48,541-48,541-100%$8.4M———
Trillium Asset Management, LLC
N/A—47,047-47,047-100%$8.1M———
Segall Bryant & Hamill, LLC
N/A—35,476-35,476-100%$6.1M———
Jane Street Group, LLC
N/A—34,844-34,844-100%$6.0M———
Stifel Financial Corp
N/A—31,176-31,176-100%$5.4M———
SG Americas Securities, LLC
N/A—30,528-30,528-100%$5.3M———
Capital World Investors
N/A—29,675-29,675-100%$5.2M———
Massachusetts Financial Services Co
N/A—25,109-25,109-100%$4.3M———
1832 Asset Management L.P.
N/A—23,555-23,555-100%$4.1M———
Graham Capital Management, L.P.
N/A—20,683-20,683-100%$3.6M———
Capital Fund Management S.A.
N/A—19,627-19,627-100%$3.4M———
Nuveen, LLC
N/A—18,898-18,898-100%$3.3M———
Public Employees Retirement System of Ohio
N/A—18,825-18,825-100%$3.3M———
Captrust Financial Advisors
N/A—17,748-17,748-100%$3.1M———
O'shaughnessy Asset Management, LLC
N/A—17,109-17,109-100%$3.0M———
QRG Capital Management, Inc.
N/A—16,723-16,723-100%$2.9M———
Tradewinds, Llc.
N/A—16,233-16,233-100%$5.2M———
Hantz Financial Services, Inc.
N/A—15,625-15,625-100%$2.7M———
XTX Topco Ltd
N/A—15,352-15,352-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—15,225-15,225-100%$2.6M———
Vanguard Personalized Indexing Management, LLC
N/A—15,058-15,058-100%$2.6M———
HRT Financial LP
N/A—14,868-14,868-100%$2.6M———
Callan Family Office, LLC
N/A—14,791-14,791-100%$2.6M———
Tower Research Capital LLC (TRC)
N/A—14,726-14,726-100%$2.5M———
Fayez Sarofim & Co
N/A—14,512-14,512-100%$2.5M———
&partners
N/A—13,294-13,294-100%$2.3M———
HighTower Advisors, LLC
N/A—13,177-13,177-100%$2.3M———
Mariner, LLC
N/A—12,465-12,465-100%$2.2M———
DV Equities, LLC
N/A—12,122-12,122-100%$2.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—12,055-12,055-100%$2.1M———
Scotia Capital Inc.
N/A—11,110-11,110-100%$1.9M———
Independent Advisor Alliance
N/A—10,850-10,850-100%$1.9M———
Optiver Holding B.V.
N/A—10,674-10,674-100%$1.8M———
Cerity Partners LLC
N/A—10,597-10,597-100%$1.8M———
Cetera Investment Advisers
N/A—9,877-9,877-100%$1.7M———
Uniplan Investment Counsel, Inc.
N/A—9,755-9,755-100%$1.7M———
Trexquant Investment LP
N/A—9,043-9,043-100%$1.6M———
Pathstone Holdings, LLC
N/A—9,004-9,004-100%$1.6M———
NewEdge Advisors, LLC
N/A—8,950-8,950-100%$1.5M———
Ameriprise Financial Inc
N/A—8,445-8,445-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—8,379-8,379-100%$1.5M———
Vident Advisory, LLC
N/A—8,313-8,313-100%$1.4M———
Quantbot Technologies LP
N/A—7,758-7,758-100%$1.3M———
MML Investors Services, LLC
N/A—7,064-7,064-100%$1.2M———
First Trust Advisors LP
N/A—6,967-6,967-100%$1.2M———
Sanctuary Advisors, LLC
N/A—6,788-6,788-100%$1.2M———
Storgate, LLC
N/A—6,603-6,603-100%$1.1M———
Mercer Global Advisors Inc
N/A—6,371-6,371-100%$1.1M———
FCA Corp
N/A—6,103-6,103-100%$1.1M———
Sumitomo Life Insurance Co
N/A—5,701-5,701-100%$987.0K———
Rhumbline Advisers
N/A—5,565-5,565-100%$963.4K———
Blair William & Co
N/A—5,295-5,295-100%$916.7K———
SEI Investments Co
N/A—5,264-5,264-100%$911.3K———
Earnest Partners LLC
N/A—5,127-5,127-100%$887.6K———
M&T Bank Corp
N/A—5,123-5,123-100%$886.6K———
Steward Partners Investment Advisory, LLC
N/A—4,955-4,955-100%$857.8K———
Aquatic Capital Management LLC
N/A—4,925-4,925-100%$852.6K———
Focus Partners Wealth
N/A—4,920-4,920-100%$851.8K———
UBS Asset Management Americas LLC
N/A—4,916-4,916-100%$851.1K———
Janney Montgomery Scott LLC
N/A—4,567-4,567-100%$791.0K———
Snowden Capital Advisors LLC
N/A—4,434-4,434-100%$767.6K———
Rockefeller Capital Management L.P.
N/A—4,169-4,169-100%$722.1K———
Expressive Wealth LLC
N/A—4,145-4,145-100%$717.6K———
United Capital Financial Advisors, LLC
N/A—3,923-3,923-100%$679.2K———
Promethos Capital, LLC
N/A—3,817-3,817-100%$660.8K———
Sequoia Financial Advisors, LLC
N/A—3,759-3,759-100%$650.8K———
IEQ Capital, LLC
N/A—3,747-3,747-100%$648.7K———
Verition Fund Management LLC
N/A—3,395-3,395-100%$587.7K———
Engineers Gate Manager LP
N/A—3,382-3,382-100%$585.5K———
Neuberger Berman Group LLC
N/A—3,257-3,257-100%$563.9K———
Azimuth Capital Investment Management LLC
N/A—3,000-3,000-100%$519.4K———
Caprock Group, LLC
N/A—2,857-2,857-100%$494.6K———
State Street Corp
N/A—2,833-2,833-100%$490.4K———
Summit Trail Advisors, LLC
N/A—2,759-2,759-100%$477.6K———
Syon Capital LLC
N/A—2,688-2,688-100%$465.3K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,670-2,670-100%$462.2K———
Bank of Montreal
N/A—2,558-2,558-100%$442.8K———
Aviso Financial Inc.
N/A—2,548-2,548-100%$441.1K———
Ballentine Partners, LLC
N/A—2,443-2,443-100%$422.9K———
Franklin Resources Inc
N/A—2,432-2,432-100%$421.1K———
AQR Capital Management LLC
N/A—2,161-2,161-100%$374.2K———
OneDigital Investment Advisors LLC
N/A—2,107-2,107-100%$364.8K———
Mattson Financial Services, LLC
N/A—2,083-2,083-100%$333.0K———
Brown Financial Advisors
N/A—1,977-1,977-100%$342.3K———
Denali Advisors LLC
N/A—1,964-1,964-100%$340.0K———
Squarepoint Ops LLC
N/A—1,919-1,919-100%$332.2K———
Limestone Investment Advisors LP
N/A—1,864-1,864-100%$322.7K———
Rehmann Capital Advisory Group
N/A—1,855-1,855-100%$321.1K———
Flow Traders U.S. LLC
N/A—1,765-1,765-100%$306.0K———
Advyzon Investment Management, LLC
N/A—1,732-1,732-100%$299.8K———
Keebeck Wealth Management
N/A—1,729-1,729-100%$299.3K———
Basecamp Wealth Advisors LLC
N/A—1,724-1,724-100%$298.5K———
Stephens Inc
N/A—1,673-1,673-100%$289.6K———
Glenmede Trust Co NA
N/A—1,612-1,612-100%$279.1K———
Dorsey & Whitney Trust Co LLC
N/A—1,578-1,578-100%$273.2K———
NewEdge Wealth, LLC
N/A—1,439-1,439-100%$249.1K———
Coldstream Capital Management Inc
N/A—1,386-1,386-100%$240.0K———
Dynasty Wealth Management, LLC
N/A—1,357-1,357-100%$234.9K———
Checchi Capital Advisers, LLC
N/A—1,244-1,244-100%$215.4K———
Vestmark Advisory Solutions, Inc.
N/A—1,227-1,227-100%$212.4K———
Northwestern Mutual Wealth Management Co
N/A—1,207-1,207-100%$208.9K———
Drive Wealth Management, LLC
N/A—1,205-1,205-100%$208.5K———
IHT Wealth Management, LLC
N/A—1,156-1,156-100%$200.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,097-1,097-100%$189.9K———
Huntington National Bank
N/A—867-867-100%$150.1K———
Smartleaf Asset Management LLC
N/A—835-835-100%$145.0K———
Osaic Holdings, Inc.
N/A—787-787-100%$136.3K———
Arax Advisory Partners
N/A—673-673-100%$116.5K———
Brown Brothers Harriman & Co
N/A—494-494-100%$85.5K———
National Bank of Canada
N/A—475-475-100%$82.2K———
BFC Planning, Inc.
N/A—457-457-100%$79.1K———
Rothschild Investment LLC
N/A—398-398-100%$68.9K———
Global Retirement Partners, LLC
N/A—359-359-100%$62.1K———
Harbour Investments, Inc.
N/A—248-248-100%$42.9K———
Frazier Financial Advisors, LLC
N/A—198-198-100%$34.3K———
Bessemer Group Inc
N/A—171-171-100%$19.0K———
Morse Asset Management, Inc
N/A—150-150-100%$26.0K———
Wiser Advisor Group LLC
N/A—141-141-100%$24.5K———
Transamerica Financial Advisors, LLC
N/A—125-125-100%$21.7K———
Accent Capital Management, LLC
N/A—99-99-100%$17.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—96-96-100%$16.6K———
EFG International AG
N/A—78-78-100%$13.5K———
Wellington-Altus USA Inc.
N/A—65-65-100%$8.7K———
Ancora Advisors LLCA
N/A—62-62-100%$10.7K———
Kilter Group LLC
N/A—37-37-100%$6.4K———
GW&K Investment Management, LLC
N/A—36-36-100%$6———
Bravera Wealth
N/A—30-30-100%$5.2K———
Anchor Investment Management, LLC
N/A—29-29-100%$5.0K———
Mpwm Advisory Solutions, LLC
N/A—25-25-100%$4.3K———
Fiduciary Financial Advisors
N/A—24-24-100%$3.8K———
Park Place Capital Corp
N/A—21-21-100%$3.6K———
Manning & Napier Advisors LLC
N/A—21-21-100%$3.6K———
Synergy Investment Management, LLC
N/A—16-16-100%$2.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—16-16-100%$2.8K———
SHP Wealth Management
N/A—14-14-100%$2.4K———
IMA Advisory Services, Inc.
N/A—13-13-100%$2.3K———
Cornerstone Financial Management LLC
N/A—11-11-100%$1.9K———
BOK Financial Private Wealth, Inc.
N/A—10-10-100%$1.7K———
Benson Wealth Management Inc
N/A—9-9-100%$1.6K———
Raffa Wealth Management, LLC
N/A—7-7-100%$1.2K———
N.E.W. Advisory Services LLC
N/A—7-7-100%$1.2K———
Private Wealth Asset Management, LLC
N/A—7-7-100%$1.2K———
ST Germain D J Co Inc
N/A—6-6-100%$1.0K———
Motco
N/A—6-6-100%$1.0K———
LRI Investments, LLC
N/A—5-5-100%$866———
Capital Analysts, LLC
N/A—5-5-100%$1———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5-5-100%$866———
Highland Investment Advisors LLC
N/A—4-4-100%$692———
Geneos Wealth Management Inc.
N/A—3-3-100%$519———
Bogart Wealth, LLC
N/A—1-1-100%$173———
Showing 346 of 346 institutions