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Invesco DB Commodity Index T (DBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Redhawk Wealth Advisors, Inc.
INCREASED
Shares409,317 from 401,415
Change+7,902 (+2%)
Value$13.2M (+$2.5M)
Filed 2026-10-14
Procyon Advisors, LLC
NEW
Shares276,770
Change+276,770
Value$8.9M
Filed 2026-10-21
Lockheed Martin Investment Management Co
DECREASED
Shares240,000 from 280,000
Change-40,000 (-14%)
Value$7.8M (+$292.0K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares186,820 from 180,481
Change+6,339 (+4%)
Value$6.0M (+$1.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares169,372 from 65,383
Change+103,989 (+159%)
Value$5.5M (+$3.7M)
Filed 2026-11-02
Gladwyn Financial Advisors, Inc.
DECREASED
Shares160,298 from 176,058
Change-15,760 (-9%)
Value$5.2M (+$487.1K)
Filed 2026-10-05
Fund Evaluation Group, LLC
DECREASED
Shares154,620 from 185,314
Change-30,694 (-17%)
Value$5.0M (+$56.8K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares120,644 from 131,990
Change-11,346 (-9%)
Value$3.9M (+$380.4K)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares105,434 from 107,210
Change-1,776 (-2%)
Value$3.4M (+$549.4K)
Filed 2026-11-04
Seven Hills Financial, LLC
NEW
Shares102,700
Change+102,700
Value$3.3M
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares96,444 from 90,683
Change+5,761 (+6%)
Value$3.1M (+$699.5K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares80,181 from 80,607
Change-426 (-1%)
Value$2.6M (+$442.5K)
Filed 2026-10-23
Sunpointe, LLC
INCREASED
Shares72,368 from 31,914
Change+40,454 (+127%)
Value$2.3M (+$1.5M)
Filed 2026-10-22
BKM Wealth Management, LLC
INCREASED
Shares67,201 from 55,042
Change+12,159 (+22%)
Value$2.2M (+$704.5K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares61,519 from 14,022
Change+47,497 (+339%)
Value$2.0M (+$1.6M)
Filed 2026-10-30
MacKenzie Financial Corp
DECREASED
Shares54,960 from 61,950
Change-6,990 (-11%)
Value$1.8M (+$124.7K)
Filed 2026-11-02
Arrow Investment Advisors, LLC
INCREASED
Shares54,543 from 46,410
Change+8,133 (+18%)
Value$1.8M (+$525.5K)
Filed 2026-11-02
IPG Investment Advisors LLC
INCREASED
Shares44,930 from 41,005
Change+3,925 (+10%)
Value$1.5M (+$358.9K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares42,432 from 51,242
Change-8,810 (-17%)
Value$1.4M (+$5.3K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares42,289 from 38,136
Change+4,153 (+11%)
Value$1.4M (+$350.1K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares40,401 from 41,290
Change-889 (-2%)
Value$1.3M (+$205.0K)
Filed 2026-10-23
J.Safra Asset Management Corp
DECREASED
Shares35,951 from 35,958
Change-7 (0%)
Value$1.2M (+$203.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares31,432 from 31,514
Change-82 (0%)
Value$1.0M (+$175.7K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares30,619 from 34,110
Change-3,491 (-10%)
Value$989.6K (+$80.2K)
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares30,439 from 29,833
Change+606 (+2%)
Value$983.8K (+$188.4K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares26,604 from 27,954
Change-1,350 (-5%)
Value$859.8K (+$114.6K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares24,923 from 29,797
Change-4,874 (-16%)
Value$805.5K (+$11.1K)
Filed 2026-10-30
Mather Group, Llc.
DECREASED
Shares24,918 from 29,510
Change-4,592 (-16%)
Value$805.3K (+$18.6K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,456 from 13,879
Change+8,577 (+62%)
Value$739.0K (+$357.1K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares21,480 from 21,480
Change0 (0%)
Value$694.2K (+$121.6K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
NEW
Shares20,911
Change+20,911
Value$675.8K
Filed 2026-10-08
Ehrlich Financial Group
NEW
Shares20,510
Change+20,510
Value$662.9K
Filed 2026-10-20
Cardinal Point Capital Management ULC
UNCHANGED
Shares20,450 from 20,450
Change0 (0%)
Value$660.9K (+$115.7K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares19,774 from 19,874
Change-100 (0%)
Value$639.1K (+$109.3K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares19,761 from 19,607
Change+154 (+1%)
Value$638.7K (+$116.0K)
Filed 2026-11-05
Archvest Wealth Advisors, Inc.
UNCHANGED
Shares19,350 from 19,350
Change0 (0%)
Value$625.4K (+$109.5K)
Filed 2026-10-29
Maia Wealth LLC
DECREASED
Shares19,184 from 19,427
Change-243 (-1%)
Value$620.0K (+$102.1K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares19,102 from 57,580
Change-38,478 (-67%)
Value$617.4K (-$917.7K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares18,499 from 18,702
Change-203 (-1%)
Value$597.9K (+$99.3K)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares18,288
Change+18,288
Value$591.1K
Filed 2026-11-05
J.W. Cole Advisors, Inc.
UNCHANGED
Shares16,435 from 16,435
Change0 (0%)
Value$531.2K (+$93.0K)
Filed 2026-11-05
Northland Securities, Inc.
DECREASED
Shares16,040 from 18,153
Change-2,113 (-12%)
Value$518.4K (+$34.5K)
Filed 2026-11-02
Weaver Consulting Group
UNCHANGED
Shares15,347 from 15,347
Change0 (0%)
Value$496.0K (+$86.9K)
Filed 2026-10-07
MGO One Seven LLC
DECREASED
Shares15,314 from 16,394
Change-1,080 (-7%)
Value$494.9K (+$57.9K)
Filed 2026-10-28
American State Bank (Iowa)
DECREASED
Shares14,805 from 15,280
Change-475 (-3%)
Value$478.5K (+$71.1K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares13,964 from 8,754
Change+5,210 (+60%)
Value$451.3K (+$217.9K)
Filed 2026-10-21
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares13,593 from 13,593
Change0 (0%)
Value$439.3K (+$76.9K)
Filed 2026-10-19
Founders Financial Securities LLC
DECREASED
Shares13,340 from 14,136
Change-796 (-6%)
Value$431.1K (+$54.3K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares12,602 from 12,600
Change+2 (+0%)
Value$407.3K (+$71.4K)
Filed 2026-11-04
FSM Wealth Advisors, LLC
UNCHANGED
Shares12,599 from 12,599
Change0 (0%)
Value$415.2K (+$79.4K)
Filed 2026-10-27
Clientfirst Wealth Management, LLC
UNCHANGED
Shares12,520 from 12,520
Change0 (0%)
Value$404.6K (+$70.9K)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares12,462 from 11,732
Change+730 (+6%)
Value$415.1K (+$102.3K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares12,118 from 12,927
Change-809 (-6%)
Value$391.7K (+$47.0K)
Filed 2026-11-05
Innova Wealth Partners
UNCHANGED
Shares12,116 from 12,116
Change0 (0%)
Value$391.6K (+$68.6K)
Filed 2026-10-21
Insight Advisors, LLC/ PA
UNCHANGED
Shares11,313 from 11,313
Change0 (0%)
Value$365.6K (+$64.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
NEW
Shares11,307
Change+11,307
Value$365.4K
Filed 2026-11-04
AUA Capital Management, LLC
UNCHANGED
Shares10,822 from 10,822
Change0 (0%)
Value$349.8K (+$61.3K)
Filed 2026-10-15
Simplex Trading, LLC
NEW
Shares10,480
Change+10,480
Value$338.7K
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares10,150 from 10,150
Change0 (0%)
Value$328.0K (+$57.4K)
Filed 2026-10-29
Maltin Wealth Management, Inc.
UNCHANGED
Shares10,122 from 10,122
Change0 (0%)
Value$327.2K (+$57.3K)
Filed 2026-10-13
Prospera Financial Services Inc
NEW
Shares9,786
Change+9,786
Value$328.9K
Filed 2026-11-04
Chapin Davis, Inc.
UNCHANGED
Shares9,741 from 9,741
Change0 (0%)
Value$314.8K (+$55.1K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
NEW
Shares9,326
Change+9,326
Value$301.4K
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares9,178 from 9,752
Change-574 (-6%)
Value$296.6K (+$36.6K)
Filed 2026-10-15
True North Advisors, LLC
UNCHANGED
Shares9,170 from 9,170
Change0 (0%)
Value$296.4K (+$51.9K)
Filed 2026-10-22
Sowell Financial Services LLC
NEW
Shares9,140
Change+9,140
Value$295.4K
Filed 2026-10-23
Sound Income Strategies, LLC
NEW
Shares8,743
Change+8,743
Value$287.7K
Filed 2026-10-09
Versant Capital Management, Inc
UNCHANGED
Shares8,067 from 8,067
Change0 (0%)
Value$260.7K (+$45.7K)
Filed 2026-10-02
Portfolio Resources Advisor Group, Inc.
NEW
Shares7,773
Change+7,773
Value$251.2K
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares7,653 from 7,928
Change-275 (-3%)
Value$247.3K (+$36.0K)
Filed 2026-10-16
Park Avenue Securities LLC
NEW
Shares7,647
Change+7,647
Value$247.0K
Filed 2026-10-26
Northbridge Financial Group, LLC
NEW
Shares7,086
Change+7,086
Value$231.6K
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares6,565 from 6,565
Change0 (0%)
Value$212.2K (+$37.2K)
Filed 2026-11-03
Wealthcare Capital Management LLC
NEW
Shares6,349
Change+6,349
Value$205.2K
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares5,179 from 2,030
Change+3,149 (+155%)
Value$167.4K (+$113.3K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares4,914 from 4,910
Change+4 (+0%)
Value$158.8K (+$27.9K)
Filed 2026-10-15
Fiduciary Advisors, Inc.
DECREASED
Shares4,621 from 4,684
Change-63 (-1%)
Value$149.4K (+$24.5K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$114.7K (+$20.1K)
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares3,467 from 3,467
Change0 (0%)
Value$112.0K (+$19.6K)
Filed 2026-11-03
Granite FO LLC
UNCHANGED
Shares3,053 from 3,053
Change0 (0%)
Value$98.7K (+$17.3K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares3,022
Change+3,022
Value$97.7K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$91.3K (+$16.0K)
Filed 2026-10-30
Summer Road LLC
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$87.9K (+$15.4K)
Filed 2026-11-05
Beacon Capital Management, Inc.
DECREASED
Shares2,248 from 2,264
Change-16 (-1%)
Value$72.7K (+$12.3K)
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares2,138 from 2,138
Change0 (0%)
Value$69.1K (+$12.1K)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares1,433 from 3,955
Change-2,522 (-64%)
Value$46.0K (-$59.0K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$24.5K (+$4.7K)
Filed 2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares600
Change+600
Value$19.4K
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$17.9K (+$3.1K)
Filed 2026-10-28
Wolff Wiese Magana LLC
NEW
Shares500
Change+500
Value$16.2K
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$15.3K (+$2.7K)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$13.3K (+$2.3K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares334
Change+334
Value$10.8K
Filed 2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.7K (+$1.7K)
Filed 2026-10-09
Larson Financial Group LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$9.5K (+$1.7K)
Filed 2026-11-05
Valley Wealth Managers, Inc.
NEW
Shares258
Change+258
Value$8.3K
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares255
Change+255
Value$8.2K
Filed 2026-10-21
Trust Co of Toledo NA
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$8.0K (+$1.4K)
Filed 2026-10-16
Tsfg, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$8 (+$1)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares200
Change+200
Value$6.5K
Filed 2026-11-05
Daiwa Securities Group Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.5K (+$1.1K)
Filed 2026-10-29
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.5K (+$1.1K)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$6.3K (+$1.1K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$5.7K (+$990)
Filed 2026-10-01
Dynamic Wealth Strategies, LLC
NEW
Shares115
Change+115
Value$3.7K
Filed 2026-10-16
Gables Capital Management Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$3.7K (+$639)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.2K (+$568)
Filed 2026-10-26
Cullen T Bankers, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.2K (+$566)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares61 from 3
Change+58 (+1933%)
Value$2.0K (+$1.9K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$323 (+$56)
Filed 2026-10-13
Oppenheimer & Co Inc
CLOSED
Shares0 from 34,834
Change-34,834 (-100%)
Value$0 (-$928.7K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 19,005
Change-19,005 (-100%)
Value$0 (-$506.7K)
Filed 2026-10-21
Avondale Wealth Management
CLOSED
Shares0 from 10,349
Change-10,349 (-100%)
Value$0 (-$275.9K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,415
Change-4,415 (-100%)
Value$0 (-$116.8K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 4,040
Change-4,040 (-100%)
Value$0 (-$107.7K)
Filed 2026-11-02
Private Trust Co NA
CLOSED
Shares0 from 2,017
Change-2,017 (-100%)
Value$0 (-$53.8K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-13
Key FInancial Inc
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-02
Key Capital Management, Inc
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$880)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 3,559,100
Change-3,559,100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,058,998
Change-3,058,998 (-100%)
Value—
Mizuho Bank, Ltd.
N/A
Shares— from 2,100,000
Change-2,100,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,646,655
Change-1,646,655 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,422,071
Change-1,422,071 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 1,057,238
Change-1,057,238 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 799,267
Change-799,267 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 475,810
Change-475,810 (-100%)
Value—
Man Group plc
N/A
Shares— from 469,044
Change-469,044 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 443,021
Change-443,021 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 442,419
Change-442,419 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 439,100
Change-439,100 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 428,210
Change-428,210 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 418,903
Change-418,903 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 402,139
Change-402,139 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 398,524
Change-398,524 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 315,201
Change-315,201 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 290,000
Change-290,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 252,265
Change-252,265 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 228,494
Change-228,494 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 212,833
Change-212,833 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 182,169
Change-182,169 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 171,160
Change-171,160 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 155,962
Change-155,962 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 141,493
Change-141,493 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 132,744
Change-132,744 (-100%)
Value—
Duff & Phelps Investment Management Co
N/A
Shares— from 131,669
Change-131,669 (-100%)
Value—
UBS Group AG
N/A
Shares— from 130,536
Change-130,536 (-100%)
Value—
CSS LLC
N/A
Shares— from 112,412
Change-112,412 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 108,736
Change-108,736 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 108,651
Change-108,651 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 107,752
Change-107,752 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 107,475
Change-107,475 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 103,901
Change-103,901 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 97,392
Change-97,392 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 90,133
Change-90,133 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 89,384
Change-89,384 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 85,662
Change-85,662 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 83,526
Change-83,526 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 82,624
Change-82,624 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 70,377
Change-70,377 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 69,747
Change-69,747 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 69,742
Change-69,742 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 69,259
Change-69,259 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 68,189
Change-68,189 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 67,094
Change-67,094 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 63,238
Change-63,238 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 61,849
Change-61,849 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 55,804
Change-55,804 (-100%)
Value—
&partners
N/A
Shares— from 49,229
Change-49,229 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 42,859
Change-42,859 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 41,151
Change-41,151 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 40,225
Change-40,225 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 37,790
Change-37,790 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 36,852
Change-36,852 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,860
Change-33,860 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 33,755
Change-33,755 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 33,553
Change-33,553 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,084
Change-32,084 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 31,873
Change-31,873 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,596
Change-31,596 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 31,480
Change-31,480 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 31,333
Change-31,333 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 30,610
Change-30,610 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,607
Change-24,607 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,519
Change-24,519 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 23,616
Change-23,616 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 22,965
Change-22,965 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 22,786
Change-22,786 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 22,736
Change-22,736 (-100%)
Value—
Blair William & Co
N/A
Shares— from 20,962
Change-20,962 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 20,611
Change-20,611 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 20,313
Change-20,313 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 19,030
Change-19,030 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 18,992
Change-18,992 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 18,607
Change-18,607 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,317
Change-18,317 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 17,917
Change-17,917 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,020
Change-16,020 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 15,330
Change-15,330 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,866
Change-14,866 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,322
Change-14,322 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 14,295
Change-14,295 (-100%)
Value—
Barclays PLC
N/A
Shares— from 13,268
Change-13,268 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 12,347
Change-12,347 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 12,202
Change-12,202 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 11,799
Change-11,799 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 11,241
Change-11,241 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,819
Change-10,819 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 9,502
Change-9,502 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,810
Change-7,810 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 751
Change-751 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 707
Change-707 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 650
Change-650 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 568
Change-568 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 564
Change-564 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Status
Redhawk Wealth Advisors, Inc.
INCREASED409,317401,415+7,902+2%$10.7M$13.2M+$2.5M2026-10-14
Procyon Advisors, LLC
NEW276,770—+276,770——$8.9M—2026-10-21
Lockheed Martin Investment Management Co
DECREASED240,000280,000-40,000-14%$7.5M$7.8M+$292.0K2026-11-04
Creative Planning
INCREASED186,820180,481+6,339+4%$4.8M$6.0M+$1.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED169,37265,383+103,989+159%$1.7M$5.5M+$3.7M2026-11-02
Gladwyn Financial Advisors, Inc.
DECREASED160,298176,058-15,760-9%$4.7M$5.2M+$487.1K2026-10-05
Fund Evaluation Group, LLC
DECREASED154,620185,314-30,694-17%$4.9M$5.0M+$56.8K2026-11-05
Lido Advisors, LLC
DECREASED120,644131,990-11,346-9%$3.5M$3.9M+$380.4K2026-11-04
Keybank National Association
DECREASED105,434107,210-1,776-2%$2.9M$3.4M+$549.4K2026-11-04
Seven Hills Financial, LLC
NEW102,700—+102,700——$3.3M—2026-10-13
Commonwealth Equity Services, LLC
INCREASED96,44490,683+5,761+6%$2.4M$3.1M+$699.5K2026-11-02
Citizens Financial Group Inc
DECREASED80,18180,607-426-1%$2.1M$2.6M+$442.5K2026-10-23
Sunpointe, LLC
INCREASED72,36831,914+40,454+127%$850.8K$2.3M+$1.5M2026-10-22
BKM Wealth Management, LLC
INCREASED67,20155,042+12,159+22%$1.5M$2.2M+$704.5K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED61,51914,022+47,497+339%$373.8K$2.0M+$1.6M2026-10-30
MacKenzie Financial Corp
DECREASED54,96061,950-6,990-11%$1.7M$1.8M+$124.7K2026-11-02
Arrow Investment Advisors, LLC
INCREASED54,54346,410+8,133+18%$1.2M$1.8M+$525.5K2026-11-02
IPG Investment Advisors LLC
INCREASED44,93041,005+3,925+10%$1.1M$1.5M+$358.9K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED42,43251,242-8,810-17%$1.4M$1.4M+$5.3K2026-11-03
Fiduciary Financial Group, LLC
INCREASED42,28938,136+4,153+11%$1.0M$1.4M+$350.1K2026-10-13
Sigma Planning Corp
DECREASED40,40141,290-889-2%$1.1M$1.3M+$205.0K2026-10-23
J.Safra Asset Management Corp
DECREASED35,95135,958-70%$958.6K$1.2M+$203.3K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED31,43231,514-820%$840.2K$1.0M+$175.7K2026-10-21
Bank of New York Mellon Corp
DECREASED30,61934,110-3,491-10%$909.4K$989.6K+$80.2K2026-11-05
First Horizon Corp
INCREASED30,43929,833+606+2%$795.3K$983.8K+$188.4K2026-10-26
Choreo, LLC
DECREASED26,60427,954-1,350-5%$745.3K$859.8K+$114.6K2026-10-28
Truist Financial Corp
DECREASED24,92329,797-4,874-16%$794.4K$805.5K+$11.1K2026-10-30
Mather Group, Llc.
DECREASED24,91829,510-4,592-16%$786.7K$805.3K+$18.6K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED22,45613,879+8,577+62%$382.0K$739.0K+$357.1K2026-10-13
Prime Capital Investment Advisors, LLC
UNCHANGED21,48021,48000%$572.7K$694.2K+$121.6K2026-10-20
Avidian Wealth Enterprises, LLC
NEW20,911—+20,911——$675.8K—2026-10-08
Ehrlich Financial Group
NEW20,510—+20,510——$662.9K—2026-10-20
Cardinal Point Capital Management ULC
UNCHANGED20,45020,45000%$545.2K$660.9K+$115.7K2026-10-21
Perigon Wealth Management, LLC
DECREASED19,77419,874-1000%$529.8K$639.1K+$109.3K2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED19,76119,607+154+1%$522.7K$638.7K+$116.0K2026-11-05
Archvest Wealth Advisors, Inc.
UNCHANGED19,35019,35000%$515.9K$625.4K+$109.5K2026-10-29
Maia Wealth LLC
DECREASED19,18419,427-243-1%$517.9K$620.0K+$102.1K2026-10-19
Kestra Advisory Services, LLC
DECREASED19,10257,580-38,478-67%$1.5M$617.4K-$917.7K2026-11-02
Fifth Third Bancorp
DECREASED18,49918,702-203-1%$498.6K$597.9K+$99.3K2026-11-05
Imc-Chicago, LLC
NEW18,288—+18,288——$591.1K—2026-11-05
J.W. Cole Advisors, Inc.
UNCHANGED16,43516,43500%$438.2K$531.2K+$93.0K2026-11-05
Northland Securities, Inc.
DECREASED16,04018,153-2,113-12%$484.0K$518.4K+$34.5K2026-11-02
Weaver Consulting Group
UNCHANGED15,34715,34700%$409.2K$496.0K+$86.9K2026-10-07
MGO One Seven LLC
DECREASED15,31416,394-1,080-7%$437.1K$494.9K+$57.9K2026-10-28
American State Bank (Iowa)
DECREASED14,80515,280-475-3%$407.4K$478.5K+$71.1K2026-11-03
Fifth Third Securities, Inc.
INCREASED13,9648,754+5,210+60%$233.4K$451.3K+$217.9K2026-10-21
Laurel OAK Wealth Management, LLC
UNCHANGED13,59313,59300%$362.4K$439.3K+$76.9K2026-10-19
Founders Financial Securities LLC
DECREASED13,34014,136-796-6%$376.9K$431.1K+$54.3K2026-10-28
Citigroup Inc
INCREASED12,60212,600+2+0%$335.9K$407.3K+$71.4K2026-11-04
FSM Wealth Advisors, LLC
UNCHANGED12,59912,59900%$335.9K$415.2K+$79.4K2026-10-27
Clientfirst Wealth Management, LLC
UNCHANGED12,52012,52000%$333.8K$404.6K+$70.9K2026-11-04
AdvisorNet Financial, Inc
INCREASED12,46211,732+730+6%$312.8K$415.1K+$102.3K2026-10-15
US Bancorp \de\
DECREASED12,11812,927-809-6%$344.6K$391.7K+$47.0K2026-11-05
Innova Wealth Partners
UNCHANGED12,11612,11600%$323.0K$391.6K+$68.6K2026-10-21
Insight Advisors, LLC/ PA
UNCHANGED11,31311,31300%$301.6K$365.6K+$64.0K2026-10-22
EverSource Wealth Advisors, LLC
NEW11,307—+11,307——$365.4K—2026-11-04
AUA Capital Management, LLC
UNCHANGED10,82210,82200%$288.5K$349.8K+$61.3K2026-10-15
Simplex Trading, LLC
NEW10,480—+10,480——$338.7K—2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED10,15010,15000%$270.6K$328.0K+$57.4K2026-10-29
Maltin Wealth Management, Inc.
UNCHANGED10,12210,12200%$269.9K$327.2K+$57.3K2026-10-13
Prospera Financial Services Inc
NEW9,786—+9,786——$328.9K—2026-11-04
Chapin Davis, Inc.
UNCHANGED9,7419,74100%$259.7K$314.8K+$55.1K2026-10-09
Concurrent Investment Advisors, LLC
NEW9,326—+9,326——$301.4K—2026-10-16
Atria Investments, Inc
DECREASED9,1789,752-574-6%$260.0K$296.6K+$36.6K2026-10-15
True North Advisors, LLC
UNCHANGED9,1709,17000%$244.5K$296.4K+$51.9K2026-10-22
Sowell Financial Services LLC
NEW9,140—+9,140——$295.4K—2026-10-23
Sound Income Strategies, LLC
NEW8,743—+8,743——$287.7K—2026-10-09
Versant Capital Management, Inc
UNCHANGED8,0678,06700%$215.1K$260.7K+$45.7K2026-10-02
Portfolio Resources Advisor Group, Inc.
NEW7,773—+7,773——$251.2K—2026-10-20
IFP Advisors, Inc
DECREASED7,6537,928-275-3%$211.4K$247.3K+$36.0K2026-10-16
Park Avenue Securities LLC
NEW7,647—+7,647——$247.0K—2026-10-26
Northbridge Financial Group, LLC
NEW7,086—+7,086——$231.6K—2026-11-05
Parallel Advisors, LLC
UNCHANGED6,5656,56500%$175.0K$212.2K+$37.2K2026-11-03
Wealthcare Capital Management LLC
NEW6,349—+6,349——$205.2K—2026-10-21
Farther Finance Advisors, LLC
INCREASED5,1792,030+3,149+155%$54.1K$167.4K+$113.3K2026-10-08
Blue Trust, Inc.
INCREASED4,9144,910+4+0%$130.9K$158.8K+$27.9K2026-10-15
Fiduciary Advisors, Inc.
DECREASED4,6214,684-63-1%$124.9K$149.4K+$24.5K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,5503,55000%$94.6K$114.7K+$20.1K2026-10-27
Asset Dedication, LLC
UNCHANGED3,4673,46700%$92.4K$112.0K+$19.6K2026-11-03
Granite FO LLC
UNCHANGED3,0533,05300%$81.4K$98.7K+$17.3K2026-10-14
Latitude Advisors, LLC
NEW3,022—+3,022——$97.7K—2026-10-27
Spire Wealth Management
UNCHANGED2,8262,82600%$75.3K$91.3K+$16.0K2026-10-30
Summer Road LLC
UNCHANGED2,7202,72000%$72.5K$87.9K+$15.4K2026-11-05
Beacon Capital Management, Inc.
DECREASED2,2482,264-16-1%$60.4K$72.7K+$12.3K2026-10-13
CoreCap Advisors, LLC
UNCHANGED2,1382,13800%$57.0K$69.1K+$12.1K2026-10-08
Covestor Ltd
DECREASED1,4333,955-2,522-64%$105.0K$46.0K-$59.0K2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED75075000%$19.8K$24.5K+$4.7K2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW600—+600——$19.4K—2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED55355300%$14.7K$17.9K+$3.1K2026-10-28
Wolff Wiese Magana LLC
NEW500—+500——$16.2K—2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED47247200%$12.6K$15.3K+$2.7K2026-10-16
Creative Financial Designs Inc
UNCHANGED41241200%$11.0K$13.3K+$2.3K2026-11-04
Ascentis Independent Advisors
NEW334—+334——$10.8K—2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED30030000%$8.0K$9.7K+$1.7K2026-10-09
Larson Financial Group LLC
UNCHANGED29429400%$7.8K$9.5K+$1.7K2026-11-05
Valley Wealth Managers, Inc.
NEW258—+258——$8.3K—2026-10-09
Root Financial Partners, LLC
NEW255—+255——$8.2K—2026-10-21
Trust Co of Toledo NA
UNCHANGED24924900%$6.6K$8.0K+$1.4K2026-10-16
Tsfg, LLC
UNCHANGED24824800%$7$8+$12026-10-23
Three Bridge Wealth Advisors, LLC
NEW200—+200——$6.5K—2026-11-05
Daiwa Securities Group Inc.
UNCHANGED20020000%$5.3K$6.5K+$1.1K2026-10-29
Lanark Financial, Inc.
UNCHANGED20020000%$5.3K$6.5K+$1.1K2026-10-26
Compass Financial Management LLC
UNCHANGED19619600%$5.2K$6.3K+$1.1K2026-10-30
Noble Wealth Management PBC
UNCHANGED17517500%$4.7K$5.7K+$9902026-10-01
Dynamic Wealth Strategies, LLC
NEW115—+115——$3.7K—2026-10-16
Gables Capital Management Inc.
UNCHANGED11311300%$3.0K$3.7K+$6392026-11-04
Abound Wealth Management
UNCHANGED10010000%$2.7K$3.2K+$5682026-10-26
Cullen T Bankers, Inc.
UNCHANGED10010000%$2.7K$3.2K+$5662026-10-28
Assetmark, Inc
INCREASED613+58+1933%$80$2.0K+$1.9K2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED101000%$267$323+$562026-10-13
Oppenheimer & Co Inc
CLOSED034,834-34,834-100%$928.7K$0-$928.7K2026-10-26
Axxcess Wealth Management, LLC
CLOSED019,005-19,005-100%$506.7K$0-$506.7K2026-10-21
Avondale Wealth Management
CLOSED010,349-10,349-100%$275.9K$0-$275.9K2026-10-15
International Assets Investment Management, LLC
CLOSED04,415-4,415-100%$116.8K$0-$116.8K2026-11-02
Solstein Capital, LLC
CLOSED04,040-4,040-100%$107.7K$0-$107.7K2026-11-02
Private Trust Co NA
CLOSED02,017-2,017-100%$53.8K$0-$53.8K2026-10-20
Gill Capital Partners, LLC
CLOSED0475-475-100%$12.7K$0-$12.7K2026-10-13
Key FInancial Inc
CLOSED094-94-100%$2.5K$0-$2.5K2026-11-02
Key Capital Management, Inc
CLOSED033-33-100%$880$0-$8802026-11-03
Bank of America Corp
N/A—3,559,100-3,559,100-100%$94.9M———
Wells Fargo & Company
N/A—3,058,998-3,058,998-100%$81.6M———
Mizuho Bank, Ltd.
N/A—2,100,000-2,100,000-100%$56.0M———
Morgan Stanley
N/A—1,646,655-1,646,655-100%$43.9M———
LPL Financial LLC
N/A—1,422,071-1,422,071-100%$37.9M———
HighVista Strategies LLC
N/A—1,057,238-1,057,238-100%$28.2M———
Deutsche Bank Ag\
N/A—799,267-799,267-100%$21.3M———
Palumbo Wealth Management LLC
N/A—475,810-475,810-100%$12.7M———
Man Group plc
N/A—469,044-469,044-100%$12.5M———
Avos Capital Management, LLC
N/A—443,021-443,021-100%$11.8M———
Virtu Financial LLC
N/A—442,419-442,419-100%$11.8M———
Victory Capital Management Inc
N/A—439,100-439,100-100%$11.7M———
Cerity Partners LLC
N/A—428,210-428,210-100%$11.4M———
Cordant, Inc.
N/A—418,903-418,903-100%$11.2M———
JPMorgan Chase & Co
N/A—402,139-402,139-100%$10.7M———
Envestnet Asset Management Inc
N/A—398,524-398,524-100%$10.6M———
Citadel Advisors LLC
N/A—315,201-315,201-100%$8.4M———
Deeter Investments LLP
N/A—290,000-290,000-100%$7.7M———
Cetera Investment Advisers
N/A—252,265-252,265-100%$6.7M———
Jump Financial, LLC
N/A—250,000-250,000-100%$6.7M———
Susquehanna International Group, LLP
N/A—228,494-228,494-100%$6.1M———
Manufacturers Life Insurance Company, the
N/A—212,833-212,833-100%$14.1M———
Jane Street Group, LLC
N/A—182,169-182,169-100%$4.9M———
Sona Asset Management (US) LLC
N/A—175,000-175,000-100%$4.7M———
IFG Advisory, LLC
N/A—171,160-171,160-100%$4.6M———
Marino Management, LLC
N/A—155,962-155,962-100%$4.1M———
Royal Bank of Canada
N/A—141,493-141,493-100%$3.8M———
Raymond James Financial Inc
N/A—132,744-132,744-100%$3.5M———
Duff & Phelps Investment Management Co
N/A—131,669-131,669-100%$3.5M———
UBS Group AG
N/A—130,536-130,536-100%$3.5M———
CSS LLC
N/A—112,412-112,412-100%$3.0M———
Osaic Holdings, Inc.
N/A—108,736-108,736-100%$2.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—108,651-108,651-100%$2.9M———
Global Endowment Management, LP
N/A—107,752-107,752-100%$2.9M———
Ameriprise Financial Inc
N/A—107,475-107,475-100%$2.9M———
Neuberger Berman Group LLC
N/A—103,901-103,901-100%$2.8M———
Insigneo Advisory Services, LLC
N/A—97,392-97,392-100%$2.6M———
Caprock Group, LLC
N/A—90,133-90,133-100%$2.4M———
Steward Partners Investment Advisory, LLC
N/A—89,384-89,384-100%$2.4M———
Northwestern Mutual Wealth Management Co
N/A—85,662-85,662-100%$2.3M———
Bank of Montreal
N/A—83,526-83,526-100%$2.2M———
Integrated Wealth Concepts LLC
N/A—82,624-82,624-100%$2.2M———
Pathstone Holdings, LLC
N/A—70,377-70,377-100%$1.9M———
CIBC Bancorp USA Inc.
N/A—69,747-69,747-100%$1.9M———
Stifel Financial Corp
N/A—69,742-69,742-100%$1.9M———
Hilltop Holdings Inc.
N/A—69,259-69,259-100%$1.8M———
BNP Paribas Financial Markets
N/A—68,189-68,189-100%$1.8M———
Toronto Dominion Bank
N/A—67,094-67,094-100%$1.8M———
Two Sigma Securities, LLC
N/A—63,238-63,238-100%$1.7M———
CIBC World Market Inc.
N/A—61,849-61,849-100%$1.6M———
World Investment Advisors
N/A—55,804-55,804-100%$1.6M———
&partners
N/A—49,229-49,229-100%$1.3M———
HighTower Advisors, LLC
N/A—42,859-42,859-100%$1.1M———
MML Investors Services, LLC
N/A—41,151-41,151-100%$1.1M———
Atlas Legacy Advisors, LLC
N/A—40,225-40,225-100%$1.1M———
NewEdge Wealth, LLC
N/A—37,790-37,790-100%$1.0M———
Rockefeller Capital Management L.P.
N/A—36,852-36,852-100%$982.5K———
Kingsview Wealth Management, LLC
N/A—33,860-33,860-100%$902.7K———
Main Street Financial Solutions, LLC
N/A—33,755-33,755-100%$899.9K———
Bleakley Financial Group, LLC
N/A—33,553-33,553-100%$894.5K———
Flow Traders U.S. LLC
N/A—32,084-32,084-100%$855.0K———
Basecamp Wealth Advisors LLC
N/A—31,873-31,873-100%$849.7K———
Arax Advisory Partners
N/A—31,596-31,596-100%$842.4K———
Mariner, LLC
N/A—31,480-31,480-100%$839.3K———
NewEdge Advisors, LLC
N/A—31,333-31,333-100%$835.3K———
IEQ Capital, LLC
N/A—30,610-30,610-100%$816.1K———
Goldman Sachs Group Inc
N/A—24,607-24,607-100%$656.0K———
Private Advisor Group, LLC
N/A—24,519-24,519-100%$653.7K———
National Philanthropic Trust
N/A—23,616-23,616-100%$629.6K———
Cresset Asset Management, LLC
N/A—22,965-22,965-100%$612.2K———
M&T Bank Corp
N/A—22,786-22,786-100%$607.5K———
Quadrature Capital Ltd
N/A—22,736-22,736-100%$606.1K———
Blair William & Co
N/A—20,962-20,962-100%$558.8K———
Savant Capital, LLC
N/A—20,611-20,611-100%$549.9K———
Sonoma Private Wealth LLC
N/A—20,313-20,313-100%$541.5K———
Knollwood Investment Advisory, LLC
N/A—19,030-19,030-100%$507.3K———
Huntington National Bank
N/A—18,992-18,992-100%$506.3K———
First Manhattan Co. Llc.
N/A—18,607-18,607-100%$496.1K———
PFG Investments, LLC
N/A—18,317-18,317-100%$488.3K———
Callan Family Office, LLC
N/A—18,000-18,000-100%$479.9K———
Ballentine Partners, LLC
N/A—17,917-17,917-100%$477.7K———
Brown Advisory Inc
N/A—16,020-16,020-100%$427.1K———
Greykasell Wealth Strategies, Inc.
N/A—15,330-15,330-100%$408.7K———
Focus Partners Wealth
N/A—14,866-14,866-100%$396.4K———
Intellectus Partners, LLC
N/A—14,450-14,450-100%$385.2K———
Equitable Holdings, Inc.
N/A—14,322-14,322-100%$381.8K———
Quantum Portfolio Management LLC
N/A—14,295-14,295-100%$381.1K———
Barclays PLC
N/A—13,268-13,268-100%$353.7K———
Opus Financial Solutions LLC
N/A—13,003-13,003-100%$346.7K———
Bulltick Wealth Management, LLC
N/A—12,820-12,820-100%$341.8K———
Baird Financial Group, Inc.
N/A—12,347-12,347-100%$329.2K———
Runnymede Capital Advisors, Inc.
N/A—12,202-12,202-100%$325.3K———
Ethos Financial Group, LLC
N/A—11,799-11,799-100%$314.6K———
Index Technologies Group LLC
N/A—11,664-11,664-100%$311.0K———
Regal Investment Advisors LLC
N/A—11,421-11,421-100%$304.5K———
WPWealth LLP
N/A—11,241-11,241-100%$299.7K———
Janney Montgomery Scott LLC
N/A—10,819-10,819-100%$288.0K———
Independent Advisor Alliance
N/A—10,043-10,043-100%$267.7K———
Ancora Advisors LLCA
N/A—9,535-9,535-100%$254.2K———
PNC Financial Services Group, Inc.
N/A—9,502-9,502-100%$253.3K———
O'shaughnessy Asset Management, LLC
N/A—7,810-7,810-100%$208.2K———
Harbour Investments, Inc.
N/A—5,598-5,598-100%$149.2K———
Jones Financial Companies Lllp
N/A—4,621-4,621-100%$122.8K———
Private Wealth Asset Management, LLC
N/A—3,690-3,690-100%$98.4K———
Caitlin John, LLC
N/A—2,599-2,599-100%$69.3K———
Tower Research Capital LLC (TRC)
N/A—2,554-2,554-100%$68.1K———
Webster Bank, N. A.
N/A—2,470-2,470-100%$65.9K———
Nalls Sherbakoff Group, LLC
N/A—1,523-1,523-100%$40.6K———
BFC Planning, Inc.
N/A—1,325-1,325-100%$35.3K———
Ameriflex Group, Inc.
N/A—1,315-1,315-100%$35.1K———
Strategic Investment Solutions, Inc.
N/A—1,180-1,180-100%$31.5K———
Caldwell Sutter Capital, Inc.
N/A—1,095-1,095-100%$29.2K———
TD Capital Management LLC
N/A—960-960-100%$25.6K———
SOA Wealth Advisors, Llc.
N/A—751-751-100%$20.0K———
Brown Brothers Harriman & Co
N/A—707-707-100%$18.8K———
Federation des caisses Desjardins du Quebec
N/A—650-650-100%$17.3K———
Geneos Wealth Management Inc.
N/A—568-568-100%$15.1K———
Allworth Financial LP
N/A—564-564-100%$15.0K———
IMA Advisory Services, Inc.
N/A—544-544-100%$14.5K———
Global Retirement Partners, LLC
N/A—501-501-100%$13.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—311-311-100%$8.3K———
N.E.W. Advisory Services LLC
N/A—300-300-100%$8.0K———
McMillan Office, Inc.
N/A—252-252-100%$6.7K———
Clearstead Advisors, LLC
N/A—177-177-100%$4.7K———
Smartleaf Asset Management LLC
N/A—142-142-100%$3.8K———
Strategic Wealth Partners, Ltd.
N/A—131-131-100%$3.5K———
Institute for Wealth Management, Llc.
N/A—93-93-100%$2.5K———
Showing 246 of 246 institutions