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Invesco KBW Bank ETF (KBWB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,678,270 from 620
Change+1,677,650 (+270589%)
Value$146.4M (+$146.3M)
Filed 2026-11-02
Temasek Holdings (Private) Ltd
DECREASED
Shares1,619,585 from 1,660,256
Change-40,671 (-2%)
Value$141.3M (-$13.1M)
Filed 2026-10-28
Meitav Investment House LTD
INCREASED
Shares967,645 from 491,375
Change+476,270 (+97%)
Value$84.4M (+$38.7M)
Filed 2026-10-28
Annex Advisory Services, LLC
INCREASED
Shares811,651 from 756,328
Change+55,323 (+7%)
Value$70.8M (+$477.0K)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares228,501 from 234,330
Change-5,829 (-2%)
Value$19.9M (-$1.9M)
Filed 2026-10-21
RFG Holdings, Inc.
INCREASED
Shares193,222 from 179,215
Change+14,007 (+8%)
Value$16.0M (-$679.7K)
Filed 2026-10-30
Ayalon Insurance Comp Ltd.
INCREASED
Shares172,700 from 24,800
Change+147,900 (+596%)
Value$15.1K (+$12.8K)
Filed 2026-10-08
Capital Asset Advisory Services LLC
NEW
Shares166,871
Change+166,871
Value$14.7M
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares154,002 from 54,299
Change+99,703 (+184%)
Value$13.4M (+$8.4M)
Filed 2026-10-28
Valley Wealth Managers, Inc.
INCREASED
Shares134,591 from 101,904
Change+32,687 (+32%)
Value$11.7M (+$2.3M)
Filed 2026-10-09
Union Bancaire Privee, UBP SA
NEW
Shares113,100
Change+113,100
Value$8.3M
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares88,968 from 87,489
Change+1,479 (+2%)
Value$7.8M (-$374.0K)
Filed 2026-10-21
Harbor Capital Advisors, Inc.
INCREASED
Shares86,778 from 2,372
Change+84,406 (+3558%)
Value$7.6K (-$213.4K)
Filed 2026-10-22
WP Advisors, LLC
INCREASED
Shares80,651 from 80,551
Change+100 (+0%)
Value$7.0M (-$454.5K)
Filed 2026-10-22
First International Bank of Israel Ltd.
INCREASED
Shares72,409 from 58,968
Change+13,441 (+23%)
Value$6.3M (+$833.4K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares63,102 from 51,792
Change+11,310 (+22%)
Value$5.5M (+$688.8K)
Filed 2026-11-02
Silphium Asset Management Ltd
UNCHANGED
Shares61,006 from 61,006
Change0 (0%)
Value$5.3M (-$350.8K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares56,554 from 58,986
Change-2,432 (-4%)
Value$4.9M (-$551.3K)
Filed 2026-10-29
Csenge Advisory Group
NEW
Shares53,131
Change+53,131
Value$4.6M
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED
Shares42,428 from 39,406
Change+3,022 (+8%)
Value$2.0M (+$15.0K)
Filed 2026-11-04
Quattro Financial Advisors LLC
DECREASED
Shares41,877 from 77,470
Change-35,593 (-46%)
Value$3.7M (-$3.6M)
Filed 2026-10-15
CVS Health Corp
NEW
Shares40,000
Change+40,000
Value$3.5M
Filed 2026-11-05
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares39,226 from 38,670
Change+556 (+1%)
Value$3.4M (-$173.9K)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares37,909 from 2,820
Change+35,089 (+1244%)
Value$3.3M (+$3.0M)
Filed 2026-10-19
Central Pacific Bank - Trust Division
INCREASED
Shares36,260 from 23,155
Change+13,105 (+57%)
Value$3.2M (+$1.0M)
Filed 2026-10-06
AdvisorNet Financial, Inc
INCREASED
Shares35,573 from 11,955
Change+23,618 (+198%)
Value$3.0M (+$1.9M)
Filed 2026-10-15
Juncture Wealth Strategies, LLC
INCREASED
Shares32,149 from 32,091
Change+58 (+0%)
Value$2.8M (-$179.5K)
Filed 2026-10-06
Simplex Trading, LLC
DECREASED
Shares30,400 from 33,029
Change-2,629 (-8%)
Value$2.7M (-$419.2K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares28,216 from 22,605
Change+5,611 (+25%)
Value$2.5M (+$359.0K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares27,948 from 7,136
Change+20,812 (+292%)
Value$2.4M (+$1.8M)
Filed 2026-10-26
IFS Advisors, LLC
NEW
Shares26,481
Change+26,481
Value$2.3M
Filed 2026-10-14
Integrity Alliance, Llc.
DECREASED
Shares25,966 from 27,153
Change-1,187 (-4%)
Value$2.3M (-$259.7K)
Filed 2026-10-29
Magnus Financial Group LLC
INCREASED
Shares24,843 from 24,023
Change+820 (+3%)
Value$2.2M (-$66.6K)
Filed 2026-10-21
Archford Capital Strategies, LLC
NEW
Shares24,624
Change+24,624
Value$2.1M
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares21,925 from 34,397
Change-12,472 (-36%)
Value$1.9M (-$1.3M)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares20,523 from 26,805
Change-6,282 (-23%)
Value$1.8M (-$702.1K)
Filed 2026-10-08
Eastern Bank
DECREASED
Shares20,152 from 20,402
Change-250 (-1%)
Value$1.8M (-$139.1K)
Filed 2026-10-05
Vontobel Holding Ltd.
INCREASED
Shares17,570 from 14,271
Change+3,299 (+23%)
Value$1.5M (+$205.7K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares16,987 from 16,116
Change+871 (+5%)
Value$1.5M (-$16.7K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares16,777 from 41,853
Change-25,076 (-60%)
Value$1.5M (-$2.4M)
Filed 2026-11-04
Advisor Resource Council
INCREASED
Shares16,671 from 9,655
Change+7,016 (+73%)
Value$1.5M (+$530.4K)
Filed 2026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED
Shares16,063 from 12,078
Change+3,985 (+33%)
Value$1.4M (+$278.2K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares15,112 from 10,304
Change+4,808 (+47%)
Value$1.3M (+$389.5K)
Filed 2026-11-03
Banque Pictet & CIE SA
NEW
Shares14,500
Change+14,500
Value$1.3M
Filed 2026-10-16
Puff Wealth Management, LLC
INCREASED
Shares13,796 from 12,236
Change+1,560 (+13%)
Value$1.2M (+$65.7K)
Filed 2026-10-07
Parsons Capital Management Inc
DECREASED
Shares13,541 from 14,041
Change-500 (-4%)
Value$1.2M (-$124.4K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares13,301 from 13,089
Change+212 (+2%)
Value$1.2M (-$56.8K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares13,068 from 16,524
Change-3,456 (-21%)
Value$1.1M (-$396.5K)
Filed 2026-10-30
City Center Advisors, LLC
INCREASED
Shares11,732 from 8,567
Change+3,165 (+37%)
Value$1.0M (+$226.9K)
Filed 2026-10-08
Wespac Advisors SoCal, LLC
DECREASED
Shares11,601 from 11,616
Change-15 (0%)
Value$1.0M (-$68.1K)
Filed 2026-10-13
Rockland Trust Co
INCREASED
Shares11,152 from 11,070
Change+82 (+1%)
Value$972.8K (-$56.5K)
Filed 2026-10-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares10,711 from 10,774
Change-63 (-1%)
Value$934.3K (-$67.5K)
Filed 2026-10-28
Financial Management Professionals, Inc.
NEW
Shares10,567
Change+10,567
Value$921.8K
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares8,548 from 8,444
Change+104 (+1%)
Value$745.6K (-$39.5K)
Filed 2026-10-29
Vise Technologies, Inc.
DECREASED
Shares8,213 from 8,311
Change-98 (-1%)
Value$716.4K (-$56.3K)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares8,017 from 8,204
Change-187 (-2%)
Value$699.4K (-$63.5K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,684 from 7,529
Change+155 (+2%)
Value$670.3K (-$29.8K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares7,548 from 77,442
Change-69,894 (-90%)
Value$658.5K (-$6.5M)
Filed 2026-11-05
Globalt Investments LLC / GA
DECREASED
Shares7,394 from 7,605
Change-211 (-3%)
Value$645.0K (-$62.1K)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares7,209 from 7,125
Change+84 (+1%)
Value$628.8K (-$33.6K)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$610.6K (-$40.3K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares6,763
Change+6,763
Value$589.9K
Filed 2026-10-16
Clark Asset Management, LLC
INCREASED
Shares6,679 from 6,645
Change+34 (+1%)
Value$582.6K (-$35.2K)
Filed 2026-10-19
Leuthold Group, LLC
DECREASED
Shares6,339 from 6,925
Change-586 (-8%)
Value$553.0K (-$90.9K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares6,233 from 3,163
Change+3,070 (+97%)
Value$543.7K (+$249.5K)
Filed 2026-11-02
One Day In July LLC
UNCHANGED
Shares6,078 from 6,078
Change0 (0%)
Value$530.2K (-$34.9K)
Filed 2026-10-30
Tanager Wealth Management LLP
UNCHANGED
Shares6,057 from 6,057
Change0 (0%)
Value$528.4K (-$34.8K)
Filed 2026-10-19
Investment Research Partners LLC
DECREASED
Shares5,496 from 5,563
Change-67 (-1%)
Value$479.4K (-$37.8K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,138 from 10
Change+5,128 (+51280%)
Value$447.3K (+$446.3K)
Filed 2026-11-04
Chicago Capital, LLC
UNCHANGED
Shares4,810 from 4,810
Change0 (0%)
Value$419.6K (-$27.7K)
Filed 2026-10-13
Avail Investment Partners, LLC
DECREASED
Shares4,665 from 4,705
Change-40 (-1%)
Value$406.9K (-$30.5K)
Filed 2026-10-16
Princeton Global Asset Management LLC
INCREASED
Shares4,525 from 4,354
Change+171 (+4%)
Value$394.7K (-$10.1K)
Filed 2026-10-21
Shepherd Financial Partners LLC
UNCHANGED
Shares4,396 from 4,396
Change0 (0%)
Value$383.5K (-$25.3K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares4,060 from 3,913
Change+147 (+4%)
Value$354.1K (-$9.7K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,949 from 4,053
Change-104 (-3%)
Value$344.5K (-$32.4K)
Filed 2026-11-03
Krilogy Financial LLC
DECREASED
Shares3,943 from 5,743
Change-1,800 (-31%)
Value$346.9K (-$187.0K)
Filed 2026-10-13
Wesbanco Bank Inc
INCREASED
Shares3,784 from 3,659
Change+125 (+3%)
Value$330.1K (-$10.1K)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares3,752 from 3,956
Change-204 (-5%)
Value$327.3K (-$40.5K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares3,571 from 3,047
Change+524 (+17%)
Value$311.5K (+$28.2K)
Filed 2026-10-30
Accredited Investors Inc.
DECREASED
Shares3,549 from 4,548
Change-999 (-22%)
Value$309.6K (-$113.3K)
Filed 2026-11-03
Elco Management Co., LLC
DECREASED
Shares3,500 from 4,500
Change-1,000 (-22%)
Value$305.3K (-$113.1K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
DECREASED
Shares3,491 from 3,526
Change-35 (-1%)
Value$304.5K (-$23.3K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED
Shares3,446 from 3,446
Change0 (0%)
Value$301.7K (-$29.7K)
Filed 2026-10-27
Elm3 Financial Group, LLC
NEW
Shares3,404
Change+3,404
Value$297.0K
Filed 2026-10-07
Fairscale Capital, LLC
UNCHANGED
Shares3,398 from 3,398
Change0 (0%)
Value$300.5K (-$15.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares3,371 from 3,476
Change-105 (-3%)
Value$293.4K (-$35.7K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares3,369 from 3,302
Change+67 (+2%)
Value$293.9K (-$13.2K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares3,225 from 20,454
Change-17,229 (-84%)
Value$281.3K (-$1.6M)
Filed 2026-11-04
RFG Advisory, LLC
DECREASED
Shares3,217 from 3,667
Change-450 (-12%)
Value$280.6K (-$60.3K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares3,014 from 2,746
Change+268 (+10%)
Value$262.9K (+$7.6K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Long Beach
NEW
Shares2,976
Change+2,976
Value$259.6K
Filed 2026-10-22
Sagespring Wealth Partners, LLC
NEW
Shares2,959
Change+2,959
Value$258.2K
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares2,923 from 2,896
Change+27 (+1%)
Value$255.0K (-$14.2K)
Filed 2026-11-05
Mission Wealth Management, LP
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$244.2K (-$16.1K)
Filed 2026-10-15
Sapient Capital LLC
UNCHANGED
Shares2,779 from 2,779
Change0 (0%)
Value$242.4K (-$16.0K)
Filed 2026-10-08
Hardin Capital Partners, LLC
NEW
Shares2,757
Change+2,757
Value$240.5K
Filed 2026-10-09
Carlson Financial, Inc.
INCREASED
Shares2,749 from 2,690
Change+59 (+2%)
Value$239.8K (-$10.3K)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares2,745 from 2,872
Change-127 (-4%)
Value$239.4K (-$27.6K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares2,669 from 3,607
Change-938 (-26%)
Value$232.8K (-$102.6K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$224.6K (-$14.8K)
Filed 2026-11-02
Lynx Investment Advisory
INCREASED
Shares2,484 from 2,305
Change+179 (+8%)
Value$216.7K (+$2.4K)
Filed 2026-10-27
MRA Advisory Group
INCREASED
Shares2,444 from 2,435
Change+9 (+0%)
Value$213.2K (-$13.2K)
Filed 2026-10-07
Collar Capital Management, LLC
DECREASED
Shares2,399 from 2,749
Change-350 (-13%)
Value$209.3K (-$46.3K)
Filed 2026-10-28
Ritholtz Wealth Management
NEW
Shares2,380
Change+2,380
Value$207.6K
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares2,328 from 2,423
Change-95 (-4%)
Value$203.1K (-$22.2K)
Filed 2026-11-05
Finley Financial, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$195.9K (-$13.3K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares1,908
Change+1,908
Value$166.5K
Filed 2026-10-27
Acropolis Investment Management, LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$136.3K (-$9.0K)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$121.4K (-$8.0K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
NEW
Shares1,300
Change+1,300
Value$113.4K
Filed 2026-10-30
Sage Mountain Advisors LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$100.7K (-$6.6K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares1,065
Change+1,065
Value$92.9K
Filed 2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$71.4K (-$4.7K)
Filed 2026-10-22
Y.D. More Investments Ltd
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$70.7K (-$4.7K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$60.3K ($0)
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares515 from 464
Change+51 (+11%)
Value$45.0K (+$1.8K)
Filed 2026-10-30
Mosley Wealth Management
DECREASED
Shares467 from 556
Change-89 (-16%)
Value$40.5K (-$11.2K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares458 from 398
Change+60 (+15%)
Value$40.0K (+$2.9K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares436 from 434
Change+2 (+0%)
Value$38.0K (-$2.3K)
Filed 2026-10-16
Activest Wealth Management
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$37.1K (-$2.4K)
Filed 2026-10-15
Blume Capital Management, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$34.9K (-$2.3K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$22.5K (-$1.5K)
Filed 2026-10-13
Asset Dedication, LLC
NEW
Shares234
Change+234
Value$20.4K
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares208 from 150
Change+58 (+39%)
Value$18.2K (+$4.2K)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares201 from 135
Change+66 (+49%)
Value$17.5K (+$5.0K)
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$15.7K (-$1.0K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$15.7K (-$1.0K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares178 from 268
Change-90 (-34%)
Value$15.5K (-$9.4K)
Filed 2026-10-08
Kingdom Financial Group Llc.
NEW
Shares164
Change+164
Value$14.3K
Filed 2026-11-04
Pittenger & Anderson Inc
NEW
Shares158
Change+158
Value$13.8K
Filed 2026-11-02
Bfsg, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$13.4K (-$885)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$12.6K (-$834)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$12.3K (-$811)
Filed 2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$11.8K (-$776)
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$11.7K (-$770)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares122 from 121
Change+1 (+1%)
Value$10.6K (-$643)
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$10.2K (-$673)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares114
Change+114
Value$9.9K
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$9.0K (-$593)
Filed 2026-10-26
Nfsg Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.7K (-$575)
Filed 2026-10-15
Mondrian Investment Partners LTD
NEW
Shares96
Change+96
Value$8.3K
Filed 2026-10-23
PFS Partners, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$8.3K (-$547)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares85
Change+85
Value$7.4K
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$5.6K (-$368)
Filed 2026-10-27
Access Investment Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.2K (-$345)
Filed 2026-10-23
Ascentis Wealth Management, LLC
NEW
Shares53
Change+53
Value$4.6K
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.6K (-$304)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.6K (-$305)
Filed 2026-10-14
Quaker Wealth Management, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.6K (-$236)
Filed 2026-10-22
Parallel Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.5K (-$230)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares39
Change+39
Value$3.4K
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.1K (-$201)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.9K (-$190)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.9K (-$189)
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares31 from 6,438
Change-6,407 (-100%)
Value$2.7K (-$614.2K)
Filed 2026-10-30
American National Bank & Trust
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.7K (-$178)
Filed 2026-10-07
Signaturefd, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.4K (-$161)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.3K (-$149)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares25
Change+25
Value$2.2K
Filed 2026-11-03
Newton One Investments LLC
NEW
Shares22
Change+22
Value$1.9K
Filed 2026-10-14
Abound Wealth Management
NEW
Shares22
Change+22
Value$1.9K
Filed 2026-10-26
TFC Financial Management, Inc.
NEW
Shares17
Change+17
Value$1.5K
Filed 2026-10-26
Biltmore Family Office, LLC
NEW
Shares16
Change+16
Value$1.4K
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.2K (-$69)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
NEW
Shares12
Change+12
Value$1.0K
Filed 2026-10-05
Country Trust Bank
DECREASED
Shares12 from 50
Change-38 (-76%)
Value$1.0K (-$3.6K)
Filed 2026-10-30
Mechanics Financial Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$960 (-$63)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$698 (-$46)
Filed 2026-10-22
Marks Wealth, LLC
CLOSED
Shares0 from 336,481
Change-336,481 (-100%)
Value$0 (-$31.3M)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 140,000
Change-140,000 (-100%)
Value$0 (-$13.0M)
Filed 2026-11-03
TTP Investments, Inc.
CLOSED
Shares0 from 100,299
Change-100,299 (-100%)
Value$0 (-$9.3M)
Filed 2026-10-30
Principal Financial Group Inc
CLOSED
Shares0 from 65,541
Change-65,541 (-100%)
Value$0 (-$6.1M)
Filed 2026-11-02
Guardian Partners Inc.
CLOSED
Shares0 from 40,600
Change-40,600 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-21
Founders Financial Securities LLC
CLOSED
Shares0 from 25,464
Change-25,464 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
Transcendent Capital Group LLC
CLOSED
Shares0 from 22,146
Change-22,146 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 14,399
Change-14,399 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 14,194
Change-14,194 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 9,218
Change-9,218 (-100%)
Value$0 (-$857.1K)
Filed 2026-11-04
Sound Income Strategies, LLC
CLOSED
Shares0 from 4,363
Change-4,363 (-100%)
Value$0 (-$405.6K)
Filed 2026-10-09
DSG Capital Advisors, LLC
CLOSED
Shares0 from 3,153
Change-3,153 (-100%)
Value$0 (-$305.7K)
Filed 2026-11-05
Planning Strategies Inc.
CLOSED
Shares0 from 2,632
Change-2,632 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-02
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 2,621
Change-2,621 (-100%)
Value$0 (-$243.7K)
Filed 2026-10-21
South Shore Capital Advisors
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$232.5K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
CLOSED
Shares0 from 2,324
Change-2,324 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-26
Lido Advisors, LLC
CLOSED
Shares0 from 2,242
Change-2,242 (-100%)
Value$0 (-$208.5K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,672
Change-1,672 (-100%)
Value$0 (-$158.4K)
Filed 2026-11-02
FNY Investment Advisers, LLC
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$104)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 384
Change-384 (-100%)
Value$0 (-$35.7K)
Filed 2026-10-28
CX Institutional
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$13)
Filed 2026-10-02
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-21
Private Wealth Management Group, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-19
Cardinal Strategic Wealth Guidance
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-02
JPMorgan Chase & Co
N/A
Shares— from 11,636,491
Change-11,636,491 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,370,752
Change-10,370,752 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,149,096
Change-4,149,096 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,010,409
Change-3,010,409 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,642,750
Change-2,642,750 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,930,000
Change-1,930,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,820,205
Change-1,820,205 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,767,605
Change-1,767,605 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,368,448
Change-1,368,448 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 745,480
Change-745,480 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 727,529
Change-727,529 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 656,662
Change-656,662 (-100%)
Value—
FIL Ltd
N/A
Shares— from 612,968
Change-612,968 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 611,166
Change-611,166 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 540,360
Change-540,360 (-100%)
Value—
UBS Group AG
N/A
Shares— from 538,544
Change-538,544 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 520,547
Change-520,547 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 511,729
Change-511,729 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 369,542
Change-369,542 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 349,820
Change-349,820 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 336,166
Change-336,166 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 316,019
Change-316,019 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 250,725
Change-250,725 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 245,601
Change-245,601 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 243,434
Change-243,434 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 194,141
Change-194,141 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 176,038
Change-176,038 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 173,505
Change-173,505 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 172,834
Change-172,834 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 151,492
Change-151,492 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 138,359
Change-138,359 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 119,892
Change-119,892 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 113,089
Change-113,089 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 108,102
Change-108,102 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 88,594
Change-88,594 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 82,878
Change-82,878 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 81,040
Change-81,040 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 73,585
Change-73,585 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 72,723
Change-72,723 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 65,621
Change-65,621 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 60,166
Change-60,166 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 59,842
Change-59,842 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 57,231
Change-57,231 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 54,941
Change-54,941 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 54,391
Change-54,391 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 53,562
Change-53,562 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 51,824
Change-51,824 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 44,865
Change-44,865 (-100%)
Value—
Stephens Inc
N/A
Shares— from 44,487
Change-44,487 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 42,923
Change-42,923 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 41,242
Change-41,242 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 41,105
Change-41,105 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 39,205
Change-39,205 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 36,391
Change-36,391 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 35,499
Change-35,499 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 30,814
Change-30,814 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,475
Change-30,475 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 30,027
Change-30,027 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,276
Change-29,276 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 27,299
Change-27,299 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,477
Change-23,477 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,115
Change-17,115 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 16,626
Change-16,626 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,346
Change-16,346 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,443
Change-15,443 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 15,009
Change-15,009 (-100%)
Value—
&partners
N/A
Shares— from 14,896
Change-14,896 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 14,840
Change-14,840 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 14,013
Change-14,013 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,424
Change-12,424 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 11,779
Change-11,779 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,535
Change-11,535 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 10,894
Change-10,894 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,453
Change-10,453 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 8,126
Change-8,126 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,120
Change-8,120 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,072
Change-8,072 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Bank OZK
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 890
Change-890 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 861
Change-861 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 754
Change-754 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 742
Change-742 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 665
Change-665 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 310
Change-310 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 245
Change-245 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 230
Change-230 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 220
Change-220 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 204
Change-204 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 158
Change-158 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 85
Change-85 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 79
Change-79 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 50
Change-50 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 18
Change-18 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,678,270620+1,677,650+270589%$58.0K$146.4M+$146.3M2026-11-02
Temasek Holdings (Private) Ltd
DECREASED1,619,5851,660,256-40,671-2%$154.4M$141.3M-$13.1M2026-10-28
Meitav Investment House LTD
INCREASED967,645491,375+476,270+97%$45.7M$84.4M+$38.7M2026-10-28
Annex Advisory Services, LLC
INCREASED811,651756,328+55,323+7%$70.3M$70.8M+$477.0K2026-10-16
Ledyard National Bank
DECREASED228,501234,330-5,829-2%$21.8M$19.9M-$1.9M2026-10-21
RFG Holdings, Inc.
INCREASED193,222179,215+14,007+8%$16.7M$16.0M-$679.7K2026-10-30
Ayalon Insurance Comp Ltd.
INCREASED172,70024,800+147,900+596%$2.3K$15.1K+$12.8K2026-10-08
Capital Asset Advisory Services LLC
NEW166,871—+166,871——$14.7M—2026-10-30
Exchange Traded Concepts, LLC
INCREASED154,00254,299+99,703+184%$5.0M$13.4M+$8.4M2026-10-28
Valley Wealth Managers, Inc.
INCREASED134,591101,904+32,687+32%$9.5M$11.7M+$2.3M2026-10-09
Union Bancaire Privee, UBP SA
NEW113,100—+113,100——$8.3M—2026-11-04
Wealthcare Advisory Partners LLC
INCREASED88,96887,489+1,479+2%$8.1M$7.8M-$374.0K2026-10-21
Harbor Capital Advisors, Inc.
INCREASED86,7782,372+84,406+3558%$221.0K$7.6K-$213.4K2026-10-22
WP Advisors, LLC
INCREASED80,65180,551+100+0%$7.5M$7.0M-$454.5K2026-10-22
First International Bank of Israel Ltd.
INCREASED72,40958,968+13,441+23%$5.5M$6.3M+$833.4K2026-11-04
Kestra Advisory Services, LLC
INCREASED63,10251,792+11,310+22%$4.8M$5.5M+$688.8K2026-11-02
Silphium Asset Management Ltd
UNCHANGED61,00661,00600%$5.7M$5.3M-$350.8K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED56,55458,986-2,432-4%$5.5M$4.9M-$551.3K2026-10-29
Csenge Advisory Group
NEW53,131—+53,131——$4.6M—2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED42,42839,406+3,022+8%$2.0M$2.0M+$15.0K2026-11-04
Quattro Financial Advisors LLC
DECREASED41,87777,470-35,593-46%$7.2M$3.7M-$3.6M2026-10-15
CVS Health Corp
NEW40,000—+40,000——$3.5M—2026-11-05
Pinnacle Wealth Management Group, Inc.
INCREASED39,22638,670+556+1%$3.6M$3.4M-$173.9K2026-10-15
Crown Wealth Group, LLC
INCREASED37,9092,820+35,089+1244%$262.2K$3.3M+$3.0M2026-10-19
Central Pacific Bank - Trust Division
INCREASED36,26023,155+13,105+57%$2.2M$3.2M+$1.0M2026-10-06
AdvisorNet Financial, Inc
INCREASED35,57311,955+23,618+198%$1.1M$3.0M+$1.9M2026-10-15
Juncture Wealth Strategies, LLC
INCREASED32,14932,091+58+0%$3.0M$2.8M-$179.5K2026-10-06
Simplex Trading, LLC
DECREASED30,40033,029-2,629-8%$3.1M$2.7M-$419.2K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED28,21622,605+5,611+25%$2.1M$2.5M+$359.0K2026-11-02
Oppenheimer & Co Inc
INCREASED27,9487,136+20,812+292%$663.5K$2.4M+$1.8M2026-10-26
IFS Advisors, LLC
NEW26,481—+26,481——$2.3M—2026-10-14
Integrity Alliance, Llc.
DECREASED25,96627,153-1,187-4%$2.5M$2.3M-$259.7K2026-10-29
Magnus Financial Group LLC
INCREASED24,84324,023+820+3%$2.2M$2.2M-$66.6K2026-10-21
Archford Capital Strategies, LLC
NEW24,624—+24,624——$2.1M—2026-10-19
Commonwealth Equity Services, LLC
DECREASED21,92534,397-12,472-36%$3.2M$1.9M-$1.3M2026-11-02
Farther Finance Advisors, LLC
DECREASED20,52326,805-6,282-23%$2.5M$1.8M-$702.1K2026-10-08
Eastern Bank
DECREASED20,15220,402-250-1%$1.9M$1.8M-$139.1K2026-10-05
Vontobel Holding Ltd.
INCREASED17,57014,271+3,299+23%$1.3M$1.5M+$205.7K2026-10-16
Sowell Financial Services LLC
INCREASED16,98716,116+871+5%$1.5M$1.5M-$16.7K2026-10-23
Citigroup Inc
DECREASED16,77741,853-25,076-60%$3.9M$1.5M-$2.4M2026-11-04
Advisor Resource Council
INCREASED16,6719,655+7,016+73%$929.3K$1.5M+$530.4K2026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED16,06312,078+3,985+33%$1.1M$1.4M+$278.2K2026-10-20
StoneX Group Inc.
INCREASED15,11210,304+4,808+47%$957.2K$1.3M+$389.5K2026-11-03
Banque Pictet & CIE SA
NEW14,500—+14,500——$1.3M—2026-10-16
Puff Wealth Management, LLC
INCREASED13,79612,236+1,560+13%$1.1M$1.2M+$65.7K2026-10-07
Parsons Capital Management Inc
DECREASED13,54114,041-500-4%$1.3M$1.2M-$124.4K2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED13,30113,089+212+2%$1.2M$1.2M-$56.8K2026-10-16
Truist Financial Corp
DECREASED13,06816,524-3,456-21%$1.5M$1.1M-$396.5K2026-10-30
City Center Advisors, LLC
INCREASED11,7328,567+3,165+37%$796.5K$1.0M+$226.9K2026-10-08
Wespac Advisors SoCal, LLC
DECREASED11,60111,616-150%$1.1M$1.0M-$68.1K2026-10-13
Rockland Trust Co
INCREASED11,15211,070+82+1%$1.0M$972.8K-$56.5K2026-10-05
Dumont & Blake Investment Advisors LLC
DECREASED10,71110,774-63-1%$1.0M$934.3K-$67.5K2026-10-28
Financial Management Professionals, Inc.
NEW10,567—+10,567——$921.8K—2026-10-23
Koshinski Asset Management, Inc.
INCREASED8,5488,444+104+1%$785.1K$745.6K-$39.5K2026-10-29
Vise Technologies, Inc.
DECREASED8,2138,311-98-1%$772.8K$716.4K-$56.3K2026-10-29
Fifth Third Bancorp
DECREASED8,0178,204-187-2%$762.9K$699.4K-$63.5K2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED7,6847,529+155+2%$700.0K$670.3K-$29.8K2026-10-21
Bank of New York Mellon Corp
DECREASED7,54877,442-69,894-90%$7.2M$658.5K-$6.5M2026-11-05
Globalt Investments LLC / GA
DECREASED7,3947,605-211-3%$707.1K$645.0K-$62.1K2026-10-27
Independent Financial Group, LLC
INCREASED7,2097,125+84+1%$662.5K$628.8K-$33.6K2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED7,0007,00000%$650.9K$610.6K-$40.3K2026-10-29
Concurrent Investment Advisors, LLC
NEW6,763—+6,763——$589.9K—2026-10-16
Clark Asset Management, LLC
INCREASED6,6796,645+34+1%$617.9K$582.6K-$35.2K2026-10-19
Leuthold Group, LLC
DECREASED6,3396,925-586-8%$643.9K$553.0K-$90.9K2026-11-04
Creative Planning
INCREASED6,2333,163+3,070+97%$294.1K$543.7K+$249.5K2026-11-02
One Day In July LLC
UNCHANGED6,0786,07800%$565.1K$530.2K-$34.9K2026-10-30
Tanager Wealth Management LLP
UNCHANGED6,0576,05700%$563.2K$528.4K-$34.8K2026-10-19
Investment Research Partners LLC
DECREASED5,4965,563-67-1%$517.2K$479.4K-$37.8K2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED5,13810+5,128+51280%$942$447.3K+$446.3K2026-11-04
Chicago Capital, LLC
UNCHANGED4,8104,81000%$447.2K$419.6K-$27.7K2026-10-13
Avail Investment Partners, LLC
DECREASED4,6654,705-40-1%$437.5K$406.9K-$30.5K2026-10-16
Princeton Global Asset Management LLC
INCREASED4,5254,354+171+4%$404.8K$394.7K-$10.1K2026-10-21
Shepherd Financial Partners LLC
UNCHANGED4,3964,39600%$408.8K$383.5K-$25.3K2026-11-03
Silverlake Wealth Management LLC
INCREASED4,0603,913+147+4%$363.8K$354.1K-$9.7K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED3,9494,053-104-3%$376.9K$344.5K-$32.4K2026-11-03
Krilogy Financial LLC
DECREASED3,9435,743-1,800-31%$534.0K$346.9K-$187.0K2026-10-13
Wesbanco Bank Inc
INCREASED3,7843,659+125+3%$340.2K$330.1K-$10.1K2026-11-04
Florida Trust Wealth Management Co
DECREASED3,7523,956-204-5%$367.8K$327.3K-$40.5K2026-11-05
Spire Wealth Management
INCREASED3,5713,047+524+17%$283.3K$311.5K+$28.2K2026-10-30
Accredited Investors Inc.
DECREASED3,5494,548-999-22%$422.9K$309.6K-$113.3K2026-11-03
Elco Management Co., LLC
DECREASED3,5004,500-1,000-22%$418.4K$305.3K-$113.1K2026-10-14
Quadcap Wealth Management, LLC
DECREASED3,4913,526-35-1%$327.8K$304.5K-$23.3K2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED3,4463,44600%$331.5K$301.7K-$29.7K2026-10-27
Elm3 Financial Group, LLC
NEW3,404—+3,404——$297.0K—2026-10-07
Fairscale Capital, LLC
UNCHANGED3,3983,39800%$315.9K$300.5K-$15.5K2026-11-04
TD Waterhouse Canada Inc.
DECREASED3,3713,476-105-3%$329.1K$293.4K-$35.7K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED3,3693,302+67+2%$307.1K$293.9K-$13.2K2026-10-29
Creative Financial Designs Inc
DECREASED3,22520,454-17,229-84%$1.9M$281.3K-$1.6M2026-11-04
RFG Advisory, LLC
DECREASED3,2173,667-450-12%$341.0K$280.6K-$60.3K2026-11-03
Choreo, LLC
INCREASED3,0142,746+268+10%$255.3K$262.9K+$7.6K2026-10-28
Farmers & Merchants Trust Co of Long Beach
NEW2,976—+2,976——$259.6K—2026-10-22
Sagespring Wealth Partners, LLC
NEW2,959—+2,959——$258.2K—2026-10-22
J.W. Cole Advisors, Inc.
INCREASED2,9232,896+27+1%$269.2K$255.0K-$14.2K2026-11-05
Mission Wealth Management, LP
UNCHANGED2,8002,80000%$260.3K$244.2K-$16.1K2026-10-15
Sapient Capital LLC
UNCHANGED2,7792,77900%$258.4K$242.4K-$16.0K2026-10-08
Hardin Capital Partners, LLC
NEW2,757—+2,757——$240.5K—2026-10-09
Carlson Financial, Inc.
INCREASED2,7492,690+59+2%$250.1K$239.8K-$10.3K2026-11-05
Fifth Third Securities, Inc.
DECREASED2,7452,872-127-4%$267.0K$239.4K-$27.6K2026-10-21
Simplicity Wealth,LLC
DECREASED2,6693,607-938-26%$335.4K$232.8K-$102.6K2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED2,5752,57500%$239.4K$224.6K-$14.8K2026-11-02
Lynx Investment Advisory
INCREASED2,4842,305+179+8%$214.3K$216.7K+$2.4K2026-10-27
MRA Advisory Group
INCREASED2,4442,435+9+0%$226.4K$213.2K-$13.2K2026-10-07
Collar Capital Management, LLC
DECREASED2,3992,749-350-13%$255.6K$209.3K-$46.3K2026-10-28
Ritholtz Wealth Management
NEW2,380—+2,380——$207.6K—2026-11-05
US Bancorp \de\
DECREASED2,3282,423-95-4%$225.3K$203.1K-$22.2K2026-11-05
Finley Financial, LLC
UNCHANGED2,2502,25000%$209.2K$195.9K-$13.3K2026-10-28
Latitude Advisors, LLC
NEW1,908—+1,908——$166.5K—2026-10-27
Acropolis Investment Management, LLC
UNCHANGED1,5621,56200%$145.2K$136.3K-$9.0K2026-10-08
Trust Co of Vermont
UNCHANGED1,3921,39200%$129.4K$121.4K-$8.0K2026-10-21
Capital Investment Advisory Services, LLC
NEW1,300—+1,300——$113.4K—2026-10-30
Sage Mountain Advisors LLC
UNCHANGED1,1541,15400%$107.3K$100.7K-$6.6K2026-11-02
Jacobi Capital Management LLC
NEW1,065—+1,065——$92.9K—2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED81981900%$76.2K$71.4K-$4.7K2026-10-22
Y.D. More Investments Ltd
UNCHANGED81081000%$75.3K$70.7K-$4.7K2026-11-02
Bayban
UNCHANGED64864800%$60.3K$60.3K$02026-11-05
MTM Investment Management, LLC
INCREASED515464+51+11%$43.2K$45.0K+$1.8K2026-10-30
Mosley Wealth Management
DECREASED467556-89-16%$51.7K$40.5K-$11.2K2026-10-16
Private Trust Co NA
INCREASED458398+60+15%$37.0K$40.0K+$2.9K2026-10-20
IFP Advisors, Inc
INCREASED436434+2+0%$40.4K$38.0K-$2.3K2026-10-16
Activest Wealth Management
UNCHANGED42542500%$39.5K$37.1K-$2.4K2026-10-15
Blume Capital Management, Inc.
UNCHANGED40040000%$37.2K$34.9K-$2.3K2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED25825800%$24.0K$22.5K-$1.5K2026-10-13
Asset Dedication, LLC
NEW234—+234——$20.4K—2026-11-03
Blue Trust, Inc.
INCREASED208150+58+39%$13.9K$18.2K+$4.2K2026-10-15
Assetmark, Inc
INCREASED201135+66+49%$12.6K$17.5K+$5.0K2026-10-21
Advocate Investing Services LLC
UNCHANGED18018000%$16.7K$15.7K-$1.0K2026-10-26
Piscataqua Savings Bank
UNCHANGED18018000%$16.7K$15.7K-$1.0K2026-10-21
CoreCap Advisors, LLC
DECREASED178268-90-34%$24.9K$15.5K-$9.4K2026-10-08
Kingdom Financial Group Llc.
NEW164—+164——$14.3K—2026-11-04
Pittenger & Anderson Inc
NEW158—+158——$13.8K—2026-11-02
Bfsg, LLC
UNCHANGED15415400%$14.3K$13.4K-$8852026-10-30
Larson Financial Group LLC
UNCHANGED14514500%$13.5K$12.6K-$8342026-11-05
Key FInancial Inc
UNCHANGED14114100%$13.1K$12.3K-$8112026-11-02
Harbor Investment Advisory, LLC
UNCHANGED13513500%$12.6K$11.8K-$7762026-10-13
AlphaCore Capital LLC
UNCHANGED13413400%$12.5K$11.7K-$7702026-11-04
Nemes Rush Group LLC
INCREASED122121+1+1%$11.3K$10.6K-$6432026-11-04
NorthAvenue LLC
UNCHANGED11711700%$10.9K$10.2K-$6732026-10-29
Root Financial Partners, LLC
NEW114—+114——$9.9K—2026-10-21
Lanark Financial, Inc.
UNCHANGED10310300%$9.6K$9.0K-$5932026-10-26
Nfsg Corp
UNCHANGED10010000%$9.3K$8.7K-$5752026-10-15
Mondrian Investment Partners LTD
NEW96—+96——$8.3K—2026-10-23
PFS Partners, LLC
UNCHANGED959500%$8.8K$8.3K-$5472026-10-21
Team Financial Group, LLC
NEW85—+85——$7.4K—2026-10-30
High Note Wealth, LLC
UNCHANGED646400%$6.0K$5.6K-$3682026-10-27
Access Investment Management LLC
UNCHANGED606000%$5.6K$5.2K-$3452026-10-23
Ascentis Wealth Management, LLC
NEW53—+53——$4.6K—2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED535300%$4.9K$4.6K-$3042026-10-29
Triumph Capital Management
UNCHANGED535300%$4.9K$4.6K-$3052026-10-14
Quaker Wealth Management, LLC
UNCHANGED414100%$3.8K$3.6K-$2362026-10-22
Parallel Advisors, LLC
UNCHANGED404000%$3.7K$3.5K-$2302026-11-03
Carolina Wealth Advisors, LLC
NEW39—+39——$3.4K—2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED353500%$3.3K$3.1K-$2012026-10-27
Wolff Wiese Magana LLC
UNCHANGED333300%$3.1K$2.9K-$1902026-10-15
Duncker Streett & Co Inc
UNCHANGED333300%$3.1K$2.9K-$1892026-10-27
Compass Financial Management LLC
DECREASED316,438-6,407-100%$616.9K$2.7K-$614.2K2026-10-30
American National Bank & Trust
UNCHANGED313100%$2.9K$2.7K-$1782026-10-07
Signaturefd, LLC
UNCHANGED282800%$2.6K$2.4K-$1612026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED262600%$2.4K$2.3K-$1492026-10-23
Ascentis Independent Advisors
NEW25—+25——$2.2K—2026-11-03
Newton One Investments LLC
NEW22—+22——$1.9K—2026-10-14
Abound Wealth Management
NEW22—+22——$1.9K—2026-10-26
TFC Financial Management, Inc.
NEW17—+17——$1.5K—2026-10-26
Biltmore Family Office, LLC
NEW16—+16——$1.4K—2026-11-03
Balance Wealth Partners LLC
NEW15—+15——$1.3K—2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED131300%$1.2K$1.2K-$692026-11-04
MassMutual Private Wealth & Trust, FSB
NEW12—+12——$1.0K—2026-10-05
Country Trust Bank
DECREASED1250-38-76%$4.6K$1.0K-$3.6K2026-10-30
Mechanics Financial Corp
UNCHANGED111100%$1.0K$960-$632026-11-05
Barrett & Company, Inc.
UNCHANGED8800%$744$698-$462026-10-22
Marks Wealth, LLC
CLOSED0336,481-336,481-100%$31.3M$0-$31.3M2026-10-30
Mirae Asset Global Investments Co., Ltd.
CLOSED0140,000-140,000-100%$13.0M$0-$13.0M2026-11-03
TTP Investments, Inc.
CLOSED0100,299-100,299-100%$9.3M$0-$9.3M2026-10-30
Principal Financial Group Inc
CLOSED065,541-65,541-100%$6.1M$0-$6.1M2026-11-02
Guardian Partners Inc.
CLOSED040,600-40,600-100%$3.8M$0-$3.8M2026-10-21
Founders Financial Securities LLC
CLOSED025,464-25,464-100%$2.4M$0-$2.4M2026-10-28
Transcendent Capital Group LLC
CLOSED022,146-22,146-100%$2.1M$0-$2.1M2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED014,399-14,399-100%$1.3M$0-$1.3M2026-10-16
Jefferies Financial Group Inc.
CLOSED014,194-14,194-100%$1.3M$0-$1.3M2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED09,218-9,218-100%$857.1K$0-$857.1K2026-11-04
Sound Income Strategies, LLC
CLOSED04,363-4,363-100%$405.6K$0-$405.6K2026-10-09
DSG Capital Advisors, LLC
CLOSED03,153-3,153-100%$305.7K$0-$305.7K2026-11-05
Planning Strategies Inc.
CLOSED02,632-2,632-100%$244.7K$0-$244.7K2026-10-02
White Lighthouse Investment Management Inc.
CLOSED02,621-2,621-100%$243.7K$0-$243.7K2026-10-21
South Shore Capital Advisors
CLOSED02,500-2,500-100%$232.5K$0-$232.5K2026-10-20
Gratus Wealth Advisors, LLC
CLOSED02,324-2,324-100%$216.1K$0-$216.1K2026-10-26
Lido Advisors, LLC
CLOSED02,242-2,242-100%$208.5K$0-$208.5K2026-11-04
International Assets Investment Management, LLC
CLOSED01,672-1,672-100%$158.4K$0-$158.4K2026-11-02
FNY Investment Advisers, LLC
CLOSED01,120-1,120-100%$104$0-$1042026-10-16
MCF Advisors LLC
CLOSED0384-384-100%$35.7K$0-$35.7K2026-10-28
CX Institutional
CLOSED0140-140-100%$13$0-$132026-10-02
Pinnacle Bancorp, Inc.
CLOSED0111-111-100%$10.3K$0-$10.3K2026-10-21
Private Wealth Management Group, LLC
CLOSED0100-100-100%$9.3K$0-$9.3K2026-10-19
Cardinal Strategic Wealth Guidance
CLOSED012-12-100%$1.1K$0-$1.1K2026-11-02
JPMorgan Chase & Co
N/A—11,636,491-11,636,491-100%$1.1B———
Bank of America Corp
N/A—10,370,752-10,370,752-100%$964.3M———
Fisher Asset Management, LLC
N/A—4,149,096-4,149,096-100%$385.8M———
Goldman Sachs Group Inc
N/A—3,010,409-3,010,409-100%$279.9M———
Migdal Insurance & Financial Holdings Ltd.
N/A—2,642,750-2,642,750-100%$245.7M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,930,000-1,930,000-100%$179.5M———
Morgan Stanley
N/A—1,820,205-1,820,205-100%$169.2M———
Wharton Business Group, LLC
N/A—1,767,605-1,767,605-100%$164.4M———
Two Sigma Investments, LP
N/A—1,368,448-1,368,448-100%$127.2M———
Wells Fargo & Company
N/A—745,480-745,480-100%$69.3M———
Osaic Holdings, Inc.
N/A—727,529-727,529-100%$67.6M———
Edmond de Rothschild Holding S.A.
N/A—656,662-656,662-100%$61.1M———
FIL Ltd
N/A—612,968-612,968-100%$57.1M———
LPL Financial LLC
N/A—611,166-611,166-100%$56.8M———
Summit Trail Advisors, LLC
N/A—540,360-540,360-100%$50.2M———
UBS Group AG
N/A—538,544-538,544-100%$50.1M———
Itau Unibanco Holding S.A.
N/A—520,547-520,547-100%$48.4M———
Tiff Advisory Services, LLC
N/A—511,729-511,729-100%$47.6M———
Fiduciary Trust Co
N/A—369,542-369,542-100%$34.4M———
Qube Research & Technologies Ltd
N/A—349,820-349,820-100%$32.5M———
Horizon Investments, LLC
N/A—336,166-336,166-100%$31.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—316,019-316,019-100%$29.4M———
Raymond James Financial Inc
N/A—250,725-250,725-100%$23.3M———
Cerity Partners LLC
N/A—245,601-245,601-100%$22.8M———
Elo Mutual Pension Insurance Co
N/A—243,434-243,434-100%$22.6M———
Envestnet Asset Management Inc
N/A—194,141-194,141-100%$18.1M———
Foundations Investment Advisors, LLC
N/A—176,038-176,038-100%$16.4M———
Susquehanna International Group, LLP
N/A—173,505-173,505-100%$16.1M———
Royal Bank of Canada
N/A—172,834-172,834-100%$16.1M———
Polymer Capital Management (HK) LTD
N/A—151,492-151,492-100%$14.1M———
Cetera Investment Advisers
N/A—138,359-138,359-100%$12.9M———
Jane Street Group, LLC
N/A—119,892-119,892-100%$11.1M———
Citadel Advisors LLC
N/A—113,089-113,089-100%$10.5M———
Lowe Brockenbrough & Co Inc
N/A—108,102-108,102-100%$10.1M———
Astoria Portfolio Advisors Llc.
N/A—88,594-88,594-100%$8.2M———
Rockefeller Capital Management L.P.
N/A—82,878-82,878-100%$7.7M———
Renaissance Technologies LLC
N/A—81,040-81,040-100%$7.5M———
Uniting Wealth Partners, LLC
N/A—73,585-73,585-100%$6.8M———
Ameriprise Financial Inc
N/A—72,723-72,723-100%$6.8M———
Baird Financial Group, Inc.
N/A—65,621-65,621-100%$6.1M———
Hobbs Group Advisors, LLC
N/A—60,166-60,166-100%$5.6M———
Quantitative Investment Management, LLC
N/A—59,842-59,842-100%$5.6M———
Vermillion & White Wealth Management Group, LLC
N/A—57,231-57,231-100%$5.3M———
XP Advisory US, Inc.
N/A—54,941-54,941-100%$5.1M———
SSI Investment Management LLC
N/A—54,391-54,391-100%$5.1M———
Pinnacle Financial Partners, Inc.
N/A—53,562-53,562-100%$5.0M———
Northwestern Mutual Wealth Management Co
N/A—51,824-51,824-100%$4.8M———
Envestnet Portfolio Solutions, Inc.
N/A—44,865-44,865-100%$4.2M———
Stephens Inc
N/A—44,487-44,487-100%$4.1M———
Advocacy Wealth Management, LLC
N/A—42,923-42,923-100%$4.0M———
Delos Wealth Advisors, LLC
N/A—41,242-41,242-100%$3.8M———
Pgim Custom Harvest LLC
N/A—41,105-41,105-100%$3.8M———
ProVise Management Group, LLC
N/A—39,205-39,205-100%$3.6M———
Quantinno Capital Management LP
N/A—36,391-36,391-100%$3.4M———
Captrust Financial Advisors
N/A—35,499-35,499-100%$3.3M———
Gotham Asset Management, LLC
N/A—30,814-30,814-100%$2.9M———
Private Advisor Group, LLC
N/A—30,475-30,475-100%$2.8M———
Moneta Group Investment Advisors LLC
N/A—30,027-30,027-100%$2.8M———
HighTower Advisors, LLC
N/A—29,276-29,276-100%$2.7M———
Transamerica Financial Advisors, LLC
N/A—27,299-27,299-100%$2.5M———
NewEdge Wealth, LLC
N/A—23,477-23,477-100%$2.2M———
Flow Traders U.S. LLC
N/A—18,319-18,319-100%$1.7M———
AQR Capital Management LLC
N/A—17,115-17,115-100%$1.6M———
Keel Point, LLC
N/A—16,626-16,626-100%$1.5M———
Arax Advisory Partners
N/A—16,346-16,346-100%$1.5M———
Menora Mivtachim Holdings Ltd.
N/A—16,000-16,000-100%$1.5M———
Jones Financial Companies Lllp
N/A—15,443-15,443-100%$1.4M———
Benjamin Edwards Inc
N/A—15,250-15,250-100%$1.4M———
Independent Advisor Alliance
N/A—15,009-15,009-100%$1.4M———
&partners
N/A—14,896-14,896-100%$1.4M———
Bank of Nova Scotia
N/A—14,840-14,840-100%$1.4M———
Marex Group Ltd
N/A—14,013-14,013-100%$1.3M———
Janney Montgomery Scott LLC
N/A—12,424-12,424-100%$1.2M———
Northstar Advisory Group, LLC
N/A—12,423-12,423-100%$1.2M———
Point72 Asset Management, L.P.
N/A—11,779-11,779-100%$1.1M———
FMR LLC
N/A—11,535-11,535-100%$1.1M———
Summit Financial, LLC
N/A—11,191-11,191-100%$1.0M———
Circle Wealth Management, LLC
N/A—10,894-10,894-100%$1.0M———
GTS Securities LLC
N/A—10,654-10,654-100%$990.6K———
Mariner, LLC
N/A—10,454-10,454-100%$972.0K———
CreativeOne Wealth, LLC
N/A—10,453-10,453-100%$971.9K———
Equitable Holdings, Inc.
N/A—10,041-10,041-100%$933.6K———
Permanent Capital Management, LP
N/A—8,726-8,726-100%$811.3K———
Headlands Technologies LLC
N/A—8,321-8,321-100%$773.7K———
Measured Wealth Private Client Group, LLC
N/A—8,126-8,126-100%$755.6K———
Marshall Wace, LLP
N/A—8,120-8,120-100%$755.0K———
Composition Wealth, LLC
N/A—8,072-8,072-100%$750.5K———
Stifel Financial Corp
N/A—8,000-8,000-100%$743.8K———
Hanover Advisors Inc
N/A—7,782-7,782-100%$723.6K———
Global Retirement Partners, LLC
N/A—7,407-7,407-100%$688.7K———
Barometer Capital Management Inc.
N/A—7,300-7,300-100%$678.8K———
Fort Sheridan Advisors LLC
N/A—7,217-7,217-100%$671.0K———
Bank OZK
N/A—7,079-7,079-100%$658.2K———
Bank Hapoalim BM
N/A—6,280-6,280-100%$584.0K———
Optiver Holding B.V.
N/A—5,975-5,975-100%$555.6K———
Collaborative Capital Advisors LLC
N/A—5,600-5,600-100%$520.7K———
Family Manage LLC
N/A—5,409-5,409-100%$502.9K———
M&T Bank Corp
N/A—5,230-5,230-100%$486.3K———
Integrated Wealth Concepts LLC
N/A—4,960-4,960-100%$461.1K———
Ensign Peak Advisors, Inc
N/A—4,904-4,904-100%$456.0K———
Belpointe Asset Management LLC
N/A—4,875-4,875-100%$453.3K———
Neuberger Berman Group LLC
N/A—4,861-4,861-100%$452.0K———
Broadleaf Partners, LLC
N/A—4,841-4,841-100%$450.1K———
PFG Investments, LLC
N/A—4,409-4,409-100%$410.0K———
GeoWealth Management, LLC
N/A—4,242-4,242-100%$394.4K———
Tudor Investment Corp ET AL
N/A—4,236-4,236-100%$393.9K———
Rollins Financial Advisors, LLC
N/A—4,234-4,234-100%$393.7K———
Tranquilli Financial Advisor LLC
N/A—4,192-4,192-100%$389.8K———
Sharp Wealth Advisory, LLC
N/A—4,100-4,100-100%$381.2K———
Caprock Group, LLC
N/A—4,022-4,022-100%$374.0K———
LM Advisors LLC
N/A—4,000-4,000-100%$372.0K———
Jaffetilchin Investment Partners, LLC
N/A—3,842-3,842-100%$357.2K———
Steward Partners Investment Advisory, LLC
N/A—3,841-3,841-100%$357.1K———
CIBC World Market Inc.
N/A—3,724-3,724-100%$346.3K———
Roble, Belko & Company, Inc
N/A—3,500-3,500-100%$325.0K———
NewEdge Advisors, LLC
N/A—3,391-3,391-100%$315.3K———
Regatta Research & Money Management
N/A—3,368-3,368-100%$313.2K———
Regal Investment Advisors LLC
N/A—3,322-3,322-100%$308.9K———
World Investment Advisors
N/A—3,249-3,249-100%$257.1K———
Quantum Portfolio Management LLC
N/A—3,203-3,203-100%$297.8K———
Scotia Capital Inc.
N/A—3,180-3,180-100%$295.7K———
MML Investors Services, LLC
N/A—3,175-3,175-100%$295.2K———
Focus Partners Wealth
N/A—3,127-3,127-100%$290.8K———
Waverly Advisors, LLC
N/A—3,055-3,055-100%$284.0K———
Sanctuary Advisors, LLC
N/A—2,995-2,995-100%$278.5K———
Group One Trading LLC
N/A—2,990-2,990-100%$278.0K———
Great Valley Advisor Group, Inc.
N/A—2,834-2,834-100%$263.5K———
IEQ Capital, LLC
N/A—2,818-2,818-100%$262.0K———
Pathstone Holdings, LLC
N/A—2,803-2,803-100%$260.6K———
Mercer Global Advisors Inc
N/A—2,773-2,773-100%$257.9K———
Ironwood Investment Counsel, LLC
N/A—2,662-2,662-100%$247.5K———
OneDigital Investment Advisors LLC
N/A—2,662-2,662-100%$247.5K———
Beck Capital Management, LLC
N/A—2,607-2,607-100%$242.4K———
Argent Trust Co
N/A—2,517-2,517-100%$234.0K———
SCS Capital Management LLC
N/A—2,413-2,413-100%$224.3K———
Index Technologies Group LLC
N/A—2,315-2,315-100%$215.2K———
Stillwater Private Wealth, LLC
N/A—2,053-2,053-100%$203———
Franklin Resources Inc
N/A—1,905-1,905-100%$177.1K———
Prudential PLC
N/A—1,820-1,820-100%$169.2K———
PNC Financial Services Group, Inc.
N/A—1,559-1,559-100%$145.0K———
Addison Advisors LLC
N/A—1,535-1,535-100%$142.7K———
O'shaughnessy Asset Management, LLC
N/A—1,412-1,412-100%$131.3K———
UBS Asset Management Americas LLC
N/A—1,200-1,200-100%$111.6K———
Nalls Sherbakoff Group, LLC
N/A—1,167-1,167-100%$108.5K———
Blair William & Co
N/A—1,125-1,125-100%$104.6K———
Credit Industriel ET Commercial
N/A—1,121-1,121-100%$104.2K———
EP Wealth Advisors, LLC
N/A—1,098-1,098-100%$102.1K———
HM Payson & Co
N/A—890-890-100%$82.8K———
IFG Advisory, LLC
N/A—881-881-100%$81.9K———
Webster Bank, N. A.
N/A—861-861-100%$80.1K———
AE Wealth Management LLC
N/A—782-782-100%$72.7K———
Harbour Investments, Inc.
N/A—754-754-100%$70.1K———
BlackRock, Inc.
N/A—742-742-100%$69.0K———
Allworth Financial LP
N/A—665-665-100%$61.8K———
Smartleaf Asset Management LLC
N/A—534-534-100%$50.0K———
Clearstead Advisors, LLC
N/A—525-525-100%$48.8K———
UMB Bank, n.a.
N/A—500-500-100%$46.5K———
Russell Investments Group, Ltd.
N/A—328-328-100%$30.5K———
Bank of Montreal
N/A—310-310-100%$28.8K———
Federation des caisses Desjardins du Quebec
N/A—245-245-100%$22.8K———
Wellington-Altus USA Inc.
N/A—230-230-100%$18.2K———
SouthState Bank Corp
N/A—220-220-100%$20.5K———
National Bank of Canada
N/A—204-204-100%$19.0K———
Whittier Trust Co
N/A—158-158-100%$15.2K———
Hantz Financial Services, Inc.
N/A—147-147-100%$14———
Osbon Capital Management LLC
N/A—110-110-100%$10.2K———
BFC Planning, Inc.
N/A—108-108-100%$10.1K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$9.3K———
Glassman Wealth Services
N/A—85-85-100%$7.9K———
Huntington National Bank
N/A—79-79-100%$7.3K———
1 North Wealth Services LLC
N/A—67-67-100%$6.2K———
Glenmede Trust Co NA
N/A—50-50-100%$4.6K———
WealthCollab, LLC
N/A—44-44-100%$4.1K———
SHP Wealth Management
N/A—40-40-100%$3.7K———
Capital Analysts, LLC
N/A—39-39-100%$4———
Aptus Capital Advisors, LLC
N/A—21-21-100%$2.0K———
Toronto Dominion Bank
N/A—18-18-100%$1.7K———
Vanguard National Trust Co
N/A—13-13-100%$1.2K———
Glen Eagle Advisors, LLC
N/A—10-10-100%$930———
Steigerwald, Gordon & Koch Inc.
N/A—3-3-100%$279———
Showing 373 of 373 institutions