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Invesco Senior Loan ETF (BKLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ocean Park Asset Management, LLC
INCREASED
Shares18,985,304 from 5,118,118
Change+13,867,186 (+271%)
Value$387.9M (+$283.6M)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares5,910,517 from 6,033,723
Change-123,206 (-2%)
Value$120.8M (-$2.2M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares4,719,195 from 4,377,221
Change+341,974 (+8%)
Value$96.4M (+$7.2M)
Filed 2026-10-21
CIBC Asset Management Inc
INCREASED
Shares4,205,952 from 3,713,838
Change+492,114 (+13%)
Value$85.9M (+$10.3M)
Filed 2026-11-05
Ninety One UK Ltd
INCREASED
Shares3,106,718 from 1,720,467
Change+1,386,251 (+81%)
Value$63.5M (+$28.4M)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares2,717,621 from 2,422,996
Change+294,625 (+12%)
Value$55.5M (+$6.2M)
Filed 2026-11-05
Calamos Advisors LLC
UNCHANGED
Shares1,654,787 from 1,654,787
Change0 (0%)
Value$33.8M (+$99.3K)
Filed 2026-11-02
New York Life Investment Management LLC
INCREASED
Shares1,269,558 from 1,227,511
Change+42,047 (+3%)
Value$25.9M (+$932.7K)
Filed 2026-11-04
Ironwood Wealth Management, Inc.
INCREASED
Shares1,267,369 from 1,262,833
Change+4,536 (+0%)
Value$26.0M (+$168.7K)
Filed 2026-10-14
Wellington Grp LLC
INCREASED
Shares995,608 from 861,413
Change+134,195 (+16%)
Value$20.3M (+$2.8M)
Filed 2026-11-06
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares979,500 from 493,800
Change+485,700 (+98%)
Value$20.0M (+$10.0M)
Filed 2026-11-02
Donoghue Forlines LLC
DECREASED
Shares954,466 from 1,030,334
Change-75,868 (-7%)
Value$19.5M (-$1.5M)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares928,138 from 873,277
Change+54,861 (+6%)
Value$19.0M (+$1.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares928,138 from 873,277
Change+54,861 (+6%)
Value$19.0M (+$1.2M)
Filed 2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED
Shares901,688 from 901,688
Change0 (0%)
Value$18.4M (+$54.1K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares863,487 from 770,757
Change+92,730 (+12%)
Value$17.6M (+$1.9M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares825,261 from 738,883
Change+86,378 (+12%)
Value$16.9M (+$1.8M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares756,045 from 715,314
Change+40,731 (+6%)
Value$15.4M (+$875.1K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
INCREASED
Shares721,104 from 443,418
Change+277,686 (+63%)
Value$14.7M (+$5.7M)
Filed 2026-10-28
RFG Holdings, Inc.
DECREASED
Shares608,733 from 700,110
Change-91,377 (-13%)
Value$12.4M (-$1.8M)
Filed 2026-10-30
Mechanics Bank Trust Department
DECREASED
Shares532,908 from 538,476
Change-5,568 (-1%)
Value$10.9M (-$81.4K)
Filed 2026-10-13
Form Wealth Advisors, LLC
DECREASED
Shares499,198 from 533,675
Change-34,477 (-6%)
Value$10.2M (-$672.3K)
Filed 2026-10-13
Matthew Goff Investment Advisor, LLC
INCREASED
Shares482,790 from 447,190
Change+35,600 (+8%)
Value$9.9M (+$754.1K)
Filed 2026-10-13
WT Wealth Management
INCREASED
Shares478,539 from 109,651
Change+368,888 (+336%)
Value$9.8M (+$7.5M)
Filed 2026-10-13
Fortitude Family Office, LLC
DECREASED
Shares468,724 from 482,276
Change-13,552 (-3%)
Value$9.6M (-$247.9K)
Filed 2026-10-14
Angeles Wealth Management, LLC
INCREASED
Shares461,095 from 443,742
Change+17,353 (+4%)
Value$9.4M (+$381.2K)
Filed 2026-10-26
Central Trust Co
INCREASED
Shares432,578 from 410,831
Change+21,747 (+5%)
Value$8.8M (+$468.9K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares416,938 from 218,080
Change+198,858 (+91%)
Value$8.5M (+$4.1M)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares392,973 from 426,236
Change-33,263 (-8%)
Value$8.1M (-$630.4K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares380,907 from 362,948
Change+17,959 (+5%)
Value$7.8M (+$388.7K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares357,885 from 364,571
Change-6,686 (-2%)
Value$7.3M (-$114.7K)
Filed 2026-11-06
TigerOak Management, L.L.C.
INCREASED
Shares322,212 from 319,165
Change+3,047 (+1%)
Value$6.6M (+$81.4K)
Filed 2026-10-23
Cordoba Advisory Partners LLC
INCREASED
Shares310,288 from 304,818
Change+5,470 (+2%)
Value$6.3M (+$130.0K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares307,984 from 179,357
Change+128,627 (+72%)
Value$6.3M (+$2.6M)
Filed 2026-10-29
Nvwm, LLC
INCREASED
Shares307,790 from 77,088
Change+230,702 (+299%)
Value$6.3M (+$4.7M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares306,311 from 288,944
Change+17,367 (+6%)
Value$6.3M (+$372.1K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares273,323 from 205,704
Change+67,619 (+33%)
Value$5.6M (+$1.4M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares271,753 from 258,345
Change+13,408 (+5%)
Value$5.6M (+$289.4K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
NEW
Shares267,516
Change+267,516
Value$5.5M
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares253,866 from 62,588
Change+191,278 (+306%)
Value$5.2M (+$3.9M)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares251,910 from 122
Change+251,788 (+206384%)
Value$5.1M (+$5.1M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares246,815 from 247,873
Change-1,058 (0%)
Value$5.0M (-$6.7K)
Filed 2026-11-02
Financial Advisory Partners, LLC
INCREASED
Shares242,789 from 238,710
Change+4,079 (+2%)
Value$5.0M (+$97.7K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares241,505 from 210,735
Change+30,770 (+15%)
Value$4.9M (+$641.3K)
Filed 2026-10-16
J.Safra Asset Management Corp
INCREASED
Shares236,388 from 215,396
Change+20,992 (+10%)
Value$4.8M (+$441.8K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares234,980 from 253,447
Change-18,467 (-7%)
Value$4.8K (-$5.2M)
Filed 2026-10-22
First Citizens Bank & Trust Co
DECREASED
Shares230,923 from 258,638
Change-27,715 (-11%)
Value$4.7M (-$550.7K)
Filed 2026-10-14
Ritholtz Wealth Management
DECREASED
Shares224,438 from 232,652
Change-8,214 (-4%)
Value$4.6M (-$153.9K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares219,689 from 213,098
Change+6,591 (+3%)
Value$4.5M (+$147.4K)
Filed 2026-11-05
Auour Investments LLC
INCREASED
Shares212,078 from 198,912
Change+13,166 (+7%)
Value$4.3M (+$280.9K)
Filed 2026-10-28
Diversified Portfolios, Inc.
NEW
Shares196,606
Change+196,606
Value$4.0M
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED
Shares190,036 from 191,679
Change-1,643 (-1%)
Value$3.9M (-$22.1K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares179,222 from 128,655
Change+50,567 (+39%)
Value$3.7M (+$1.0M)
Filed 2026-10-13
Blue Fin Capital, Inc.
INCREASED
Shares178,253 from 172,585
Change+5,668 (+3%)
Value$3.6M (+$126.2K)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares173,901 from 171,086
Change+2,815 (+2%)
Value$3.6M (+$67.8K)
Filed 2026-10-23
Florin Court Capital LLP
INCREASED
Shares173,200 from 79,000
Change+94,200 (+119%)
Value$3.5M (+$1.9M)
Filed 2026-11-02
Appleton Partners Inc
INCREASED
Shares170,677 from 169,946
Change+731 (+0%)
Value$3.5M (+$25.0K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
INCREASED
Shares169,999 from 163,389
Change+6,610 (+4%)
Value$3.5M (+$144.8K)
Filed 2026-10-13
Ti-Trust, Inc
UNCHANGED
Shares156,536 from 156,536
Change0 (0%)
Value$3.2M (+$9.4K)
Filed 2026-10-21
Old Port Advisors
INCREASED
Shares153,133 from 150,758
Change+2,375 (+2%)
Value$3.1M (+$57.6K)
Filed 2026-10-23
Virtue Capital Management, LLC
NEW
Shares152,773
Change+152,773
Value$3.1M
Filed 2026-10-29
Charles Schwab Trust Co
INCREASED
Shares147,036 from 140,348
Change+6,688 (+5%)
Value$3.0M (+$145.1K)
Filed 2026-10-15
Adell Harriman & Carpenter Inc
DECREASED
Shares146,053 from 148,783
Change-2,730 (-2%)
Value$3.0M (-$46.8K)
Filed 2026-11-02
IFG Advisors, LLC
INCREASED
Shares144,227 from 134,967
Change+9,260 (+7%)
Value$2.9M (+$197.3K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares142,427 from 47,262
Change+95,165 (+201%)
Value$2.9M (+$1.9M)
Filed 2026-11-03
Guardian Asset Advisors, LLC
DECREASED
Shares140,167 from 186,120
Change-45,953 (-25%)
Value$2.9M (-$927.6K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares137,793 from 54,390
Change+83,403 (+153%)
Value$2.8M (+$1.7M)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares130,641 from 118,141
Change+12,500 (+11%)
Value$2.7M (+$262.5K)
Filed 2026-10-15
Valpey Financial Services, LLC
INCREASED
Shares129,349 from 124,097
Change+5,252 (+4%)
Value$2.6M (+$114.8K)
Filed 2026-10-30
TT Capital Management LLC
INCREASED
Shares128,545 from 122,687
Change+5,858 (+5%)
Value$2.6M (+$127.0K)
Filed 2026-10-15
Peddock Capital Advisors, LLC
INCREASED
Shares126,080 from 122,453
Change+3,627 (+3%)
Value$2.6M (+$81.4K)
Filed 2026-10-16
Fiera Capital Corp
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$2.6M (+$7.5K)
Filed 2026-11-06
Garner Asset Management Corp
INCREASED
Shares123,821 from 120,695
Change+3,126 (+3%)
Value$2.5M (+$51.5K)
Filed 2026-10-30
Fiduciary Alliance LLC
DECREASED
Shares121,599 from 122,267
Change-668 (-1%)
Value$2.5M (-$6.3K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
INCREASED
Shares117,298 from 115,738
Change+1,560 (+1%)
Value$2.4M (+$38.8K)
Filed 2026-10-23
Perennial Advisors, LLC
INCREASED
Shares114,841 from 112,300
Change+2,541 (+2%)
Value$2.3M (+$58.7K)
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares114,489 from 110,936
Change+3,553 (+3%)
Value$2.3M (+$79.2K)
Filed 2026-10-20
Schear Investment Advisers, LLC
NEW
Shares111,252
Change+111,252
Value$2.3M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares111,252 from 110,638
Change+614 (+1%)
Value$2.3M (+$19.2K)
Filed 2026-10-14
Bay Capital Advisors, LLC
DECREASED
Shares110,506 from 146,308
Change-35,802 (-24%)
Value$2.3M (-$722.6K)
Filed 2026-10-16
First Interstate Bank
UNCHANGED
Shares106,982 from 106,982
Change0 (0%)
Value$2.2M (+$6.4K)
Filed 2026-10-23
Aletheian Wealth Advisors LLC
INCREASED
Shares100,586 from 87,962
Change+12,624 (+14%)
Value$2.1M (+$263.2K)
Filed 2026-10-08
Ninety One North America, Inc.
INCREASED
Shares95,415 from 71,065
Change+24,350 (+34%)
Value$1.9M (+$501.7K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares95,137 from 126,560
Change-31,423 (-25%)
Value$1.9M (-$634.4K)
Filed 2026-10-30
PFG Advisors
NEW
Shares93,445
Change+93,445
Value$1.9M
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares91,442 from 89,676
Change+1,766 (+2%)
Value$1.9M (+$40.7K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares87,506 from 87,552
Change-46 (0%)
Value$1.8M (+$4.3K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
NEW
Shares84,500
Change+84,500
Value$1.7M
Filed 2026-11-05
ARQ Wealth Advisors, LLC
DECREASED
Shares84,443 from 105,075
Change-20,632 (-20%)
Value$1.7M (-$416.3K)
Filed 2026-10-29
Prudent Man Advisors, LLC
INCREASED
Shares80,100 from 79,900
Change+200 (+0%)
Value$1.6M (+$8.9K)
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares79,600 from 79,100
Change+500 (+1%)
Value$1.6M (+$15.0K)
Filed 2026-11-05
Vima LLC
INCREASED
Shares74,802 from 73,178
Change+1,624 (+2%)
Value$1.5M (+$37.6K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares69,565 from 69,264
Change+301 (+0%)
Value$1.4M (+$10.3K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares68,400 from 94,648
Change-26,248 (-28%)
Value$1.4M (-$530.6K)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares66,990 from 71,863
Change-4,873 (-7%)
Value$1.4M (-$94.8K)
Filed 2026-10-08
FC Advisory LLC
DECREASED
Shares64,354 from 66,037
Change-1,683 (-3%)
Value$1.3M (-$30.4K)
Filed 2026-10-05
Left Brain Wealth Management, LLC
INCREASED
Shares64,228 from 63,286
Change+942 (+1%)
Value$1.3M (+$23.0K)
Filed 2026-10-28
AA Financial Advisors, LLC
DECREASED
Shares62,828 from 64,873
Change-2,045 (-3%)
Value$1.3M (-$37.9K)
Filed 2026-10-19
Advisory Solutions Group, LLC
INCREASED
Shares59,173 from 59,053
Change+120 (+0%)
Value$1.2M (+$6.0K)
Filed 2026-10-14
HCR Wealth Advisors
DECREASED
Shares56,741 from 69,625
Change-12,884 (-18%)
Value$1.2M (-$259.0K)
Filed 2026-10-15
4Thought Financial Group Inc.
INCREASED
Shares56,346 from 56,062
Change+284 (+1%)
Value$1.2M (+$9.2K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares55,657 from 50,334
Change+5,323 (+11%)
Value$1.1M (+$111.8K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
NEW
Shares51,793
Change+51,793
Value$1.1M
Filed 2026-10-29
Cobblestone Asset Management LLC
DECREASED
Shares50,401 from 51,738
Change-1,337 (-3%)
Value$1.0M (-$24.2K)
Filed 2026-10-13
New Wave Wealth Advisors LLC
INCREASED
Shares49,036 from 24,400
Change+24,636 (+101%)
Value$1.0M (+$506.7K)
Filed 2026-10-19
Wespac Advisors, LLC
NEW
Shares48,770
Change+48,770
Value$996.4K
Filed 2026-10-26
Nikulski Financial, Inc.
DECREASED
Shares48,693 from 93,169
Change-44,476 (-48%)
Value$994.8K (-$903.1K)
Filed 2026-11-06
Wealthcare Capital Management LLC
INCREASED
Shares48,284 from 41,537
Change+6,747 (+16%)
Value$986.4K (+$140.3K)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares47,054 from 22,297
Change+24,757 (+111%)
Value$961.3K (+$507.1K)
Filed 2026-10-29
Aegon USA Investment Management, LLC
UNCHANGED
Shares45,500 from 45,500
Change0 (0%)
Value$929.6K (+$2.7K)
Filed 2026-10-30
Waters Parkerson & Co., LLC
INCREASED
Shares42,550 from 41,050
Change+1,500 (+4%)
Value$869.3K (+$33.1K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares40,278 from 42,156
Change-1,878 (-4%)
Value$822.9K (-$35.8K)
Filed 2026-10-26
Total Clarity Wealth Management, Inc.
DECREASED
Shares39,373 from 40,253
Change-880 (-2%)
Value$804.4K (-$15.6K)
Filed 2026-10-26
Optima Capital LLC
UNCHANGED
Shares39,018 from 39,018
Change0 (0%)
Value$797.1K (+$2.3K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares38,817 from 26,351
Change+12,466 (+47%)
Value$793.0K (+$256.2K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares36,597 from 11,686
Change+24,911 (+213%)
Value$747.7K (+$509.6K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
DECREASED
Shares36,341 from 36,902
Change-561 (-2%)
Value$742.4K (-$9.2K)
Filed 2026-10-21
Wagner Wealth Management, LLC
DECREASED
Shares36,325 from 51,984
Change-15,659 (-30%)
Value$742.1K (-$316.8K)
Filed 2026-10-21
Vontobel Holding Ltd.
UNCHANGED
Shares36,000 from 36,000
Change0 (0%)
Value$735.5K (+$2.2K)
Filed 2026-10-16
First United Bank & Trust
DECREASED
Shares33,724 from 44,134
Change-10,410 (-24%)
Value$689.0K (-$210.0K)
Filed 2026-10-22
Lewis Asset Management, LLC
INCREASED
Shares33,585 from 27,835
Change+5,750 (+21%)
Value$686.1K (+$119.1K)
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares32,647 from 33,801
Change-1,154 (-3%)
Value$667.0K (-$21.6K)
Filed 2026-10-22
Barclays PLC
DECREASED
Shares32,587 from 6,878,229
Change-6,845,642 (-100%)
Value$665.8K (-$139.4M)
Filed 2026-11-06
Global Assets Advisory, LLC
NEW
Shares31,668
Change+31,668
Value$648.7K
Filed 2026-10-28
Point Nemo Capital, LLC
DECREASED
Shares31,558 from 42,168
Change-10,610 (-25%)
Value$644.7K (-$214.2K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares30,271 from 32,831
Change-2,560 (-8%)
Value$618.4K (-$50.3K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
DECREASED
Shares30,110 from 37,280
Change-7,170 (-19%)
Value$615.4K (-$143.6K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
DECREASED
Shares29,989 from 39,373
Change-9,384 (-24%)
Value$612.7K (-$189.4K)
Filed 2026-11-04
High Net Worth Advisory Group LLC
DECREASED
Shares29,500 from 34,500
Change-5,000 (-14%)
Value$602.7K (-$100.1K)
Filed 2026-10-26
CWA Asset Management Group, LLC
INCREASED
Shares29,366 from 29,191
Change+175 (+1%)
Value$599.9K (+$5.3K)
Filed 2026-10-19
First Citizens Asset Management, Inc.
DECREASED
Shares28,747 from 31,234
Change-2,487 (-8%)
Value$587.3K (-$48.9K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares28,306 from 28,306
Change0 (0%)
Value$578.3K (+$1.7K)
Filed 2026-10-27
Entrust Financial LLC
NEW
Shares27,641
Change+27,641
Value$564.7K
Filed 2026-11-04
AlphaCentric Advisors LLC
INCREASED
Shares26,926 from 24,153
Change+2,773 (+11%)
Value$550.1K (+$58.1K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares26,687 from 24,927
Change+1,760 (+7%)
Value$545.2K (+$39.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares26,596 from 28,500
Change-1,904 (-7%)
Value$543.4K (-$37.1K)
Filed 2026-10-08
Tactive Advisors, LLC
INCREASED
Shares26,501 from 26,495
Change+6 (+0%)
Value$541.4K (+$1.7K)
Filed 2026-10-08
Navigation Wealth Management, Inc.
INCREASED
Shares26,042 from 25,661
Change+381 (+1%)
Value$533.3K (+$10.6K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares25,256 from 25,085
Change+171 (+1%)
Value$516.0K (+$5.0K)
Filed 2026-10-23
Gill Capital Partners, LLC
UNCHANGED
Shares24,858 from 24,858
Change0 (0%)
Value$507.9K (+$1.5K)
Filed 2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares24,775 from 26,775
Change-2,000 (-7%)
Value$506 (-$544.5K)
Filed 2026-10-26
Sigma Planning Corp
NEW
Shares24,076
Change+24,076
Value$491.9K
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED
Shares23,431 from 16,808
Change+6,623 (+39%)
Value$478.7K (+$136.3K)
Filed 2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED
Shares23,337 from 20,623
Change+2,714 (+13%)
Value$477 (-$419.5K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares23,015 from 24,729
Change-1,714 (-7%)
Value$470.2K (-$33.5K)
Filed 2026-10-20
First City Capital Management, Inc.
DECREASED
Shares22,663 from 22,808
Change-145 (-1%)
Value$463.0K (-$1.6K)
Filed 2026-10-27
McAdam, LLC
DECREASED
Shares22,565 from 26,268
Change-3,703 (-14%)
Value$461.0K (-$74.1K)
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares22,426 from 22,426
Change0 (0%)
Value$458.0K (+$1.0K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares22,174 from 14,848
Change+7,326 (+49%)
Value$453.0K (+$150.6K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares22,148 from 22,904
Change-756 (-3%)
Value$452.5K (-$14.1K)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares21,398 from 29,198
Change-7,800 (-27%)
Value$437.2K (-$157.8K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares21,007 from 21,544
Change-537 (-2%)
Value$429.2K (-$9.7K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares19,886 from 19,752
Change+134 (+1%)
Value$406.3K (+$3.9K)
Filed 2026-10-16
Bennett Selby Investments LP
DECREASED
Shares19,438 from 20,979
Change-1,541 (-7%)
Value$397.1K (-$30.2K)
Filed 2026-10-19
Stegent Equity Advisors, Inc.
NEW
Shares19,402
Change+19,402
Value$396.4K
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares19,260 from 20,609
Change-1,349 (-7%)
Value$393.5K (-$26.3K)
Filed 2026-10-23
Decision Investments, Inc
UNCHANGED
Shares18,585 from 18,585
Change0 (0%)
Value$379.7K (+$1.1K)
Filed 2026-10-07
Atria Investments, Inc
DECREASED
Shares18,425 from 39,356
Change-20,931 (-53%)
Value$376.4K (-$425.3K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares18,252 from 13,025
Change+5,227 (+40%)
Value$372.9K (+$107.6K)
Filed 2026-10-28
Scheeler Financial LLC
NEW
Shares18,207
Change+18,207
Value$372.0K
Filed 2026-10-13
Clear Harbor Asset Management, LLC
UNCHANGED
Shares17,596 from 17,596
Change0 (0%)
Value$359.5K (+$1.1K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares17,273 from 17,884
Change-611 (-3%)
Value$352.9K (-$11.4K)
Filed 2026-10-26
Naples Global Advisors, LLC
INCREASED
Shares16,350 from 16,250
Change+100 (+1%)
Value$334.0K (+$3.0K)
Filed 2026-11-05
Blueline Advisors LLC
INCREASED
Shares16,342 from 15,927
Change+415 (+3%)
Value$333.9K (+$9.4K)
Filed 2026-10-15
Curtis Advisory Group, LLC
INCREASED
Shares16,254 from 14,821
Change+1,433 (+10%)
Value$332.1K (+$30.2K)
Filed 2026-10-28
Horizon Wealth Management, LLC
NEW
Shares16,225
Change+16,225
Value$331.5K
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares16,196 from 36,327
Change-20,131 (-55%)
Value$330.9K (-$409.1K)
Filed 2026-10-13
Sage Financial Group Inc
DECREASED
Shares15,752 from 21,252
Change-5,500 (-26%)
Value$321.8K (-$111.1K)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares15,405 from 12,642
Change+2,763 (+22%)
Value$314.7K (+$57.2K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares15,399 from 38,167
Change-22,768 (-60%)
Value$314.6K (-$462.9K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares15,355 from 15,355
Change0 (0%)
Value$313.7K (+$919)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares15,024 from 27,574
Change-12,550 (-46%)
Value$306.9K (-$254.7K)
Filed 2026-10-28
Russell Investments Group, Ltd.
DECREASED
Shares15,012 from 50,000
Change-34,988 (-70%)
Value$306.7K (-$711.8K)
Filed 2026-11-06
Oasis Advisors, LLC
DECREASED
Shares14,942 from 41,233
Change-26,291 (-64%)
Value$305.3K (-$534.6K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares14,901 from 5,554
Change+9,347 (+168%)
Value$304.4K (+$191.3K)
Filed 2026-11-05
Eagle Bay Advisors LLC
DECREASED
Shares14,658 from 25,997
Change-11,339 (-44%)
Value$299.5K (-$230.1K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares14,617 from 19,282
Change-4,665 (-24%)
Value$298.6K (-$94.1K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
NEW
Shares14,551
Change+14,551
Value$297.3K
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares14,551 from 1,530
Change+13,021 (+851%)
Value$297.3K (+$266.1K)
Filed 2026-11-03
TopTier Wealth Management, LLC
INCREASED
Shares14,419 from 14,192
Change+227 (+2%)
Value$294.6K (+$5.5K)
Filed 2026-10-16
LJI Wealth Management, LLC
UNCHANGED
Shares14,404 from 14,404
Change0 (0%)
Value$294.3K (+$865)
Filed 2026-10-28
First Heartland Consultants, Inc.
NEW
Shares14,297
Change+14,297
Value$292.1K
Filed 2026-10-08
R2 Capital Strategies, LLC
DECREASED
Shares13,603 from 16,468
Change-2,865 (-17%)
Value$277.9K (-$57.5K)
Filed 2026-10-15
Certuity, LLC
DECREASED
Shares13,399 from 16,488
Change-3,089 (-19%)
Value$273.7K (-$62.1K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares13,285
Change+13,285
Value$270.0K
Filed 2026-10-26
Concord Wealth Partners
DECREASED
Shares13,011 from 21,785
Change-8,774 (-40%)
Value$265.8K (-$178.0K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares12,907
Change+12,907
Value$263.7K
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares12,844 from 12,984
Change-140 (-1%)
Value$263.0K (-$1.0K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares12,780 from 13,110
Change-330 (-3%)
Value$261.1K (-$6.0K)
Filed 2026-10-23
NBT Bank, N.A.
UNCHANGED
Shares12,765 from 12,765
Change0 (0%)
Value$260.8K (+$766)
Filed 2026-10-21
Sunpointe, LLC
NEW
Shares12,590
Change+12,590
Value$257.2K
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares12,507 from 14,347
Change-1,840 (-13%)
Value$255.5K (-$36.7K)
Filed 2026-11-04
Capital Investment Advisors, LLC
UNCHANGED
Shares12,479 from 12,479
Change0 (0%)
Value$254.9K (+$749)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares12,250 from 11,958
Change+292 (+2%)
Value$250.3K (+$6.7K)
Filed 2026-11-04
One Way Holdings LLC
NEW
Shares12,210
Change+12,210
Value$249.5K
Filed 2026-10-29
M Holdings Securities, Inc.
INCREASED
Shares12,157 from 11,979
Change+178 (+1%)
Value$248.0K (+$5.0K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED
Shares12,073 from 12,073
Change0 (0%)
Value$246.7K (+$724)
Filed 2026-11-06
Symmetry Partners, LLC
INCREASED
Shares12,011 from 11,717
Change+294 (+3%)
Value$245.4K (+$6.7K)
Filed 2026-10-27
Worth Asset Management, LLC
NEW
Shares11,972
Change+11,972
Value$244.6K
Filed 2026-10-07
Citigroup Inc
DECREASED
Shares11,751 from 1,103,202
Change-1,091,451 (-99%)
Value$240.1K (-$22.2M)
Filed 2026-11-04
Verus Capital Partners, LLC
DECREASED
Shares11,687 from 14,825
Change-3,138 (-21%)
Value$238.8K (-$63.2K)
Filed 2026-11-03
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$234.9K (+$690)
Filed 2026-11-05
Fifth Third Securities, Inc.
NEW
Shares10,998
Change+10,998
Value$224.7K
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares10,929 from 10,132
Change+797 (+8%)
Value$223.3K (+$16.9K)
Filed 2026-11-03
Howard Wealth Management, LLC
INCREASED
Shares10,860 from 10,529
Change+331 (+3%)
Value$221.9K (+$7.4K)
Filed 2026-10-28
Attessa Capital LLC
NEW
Shares10,784
Change+10,784
Value$220.3K
Filed 2026-10-09
Chicago Partners Investment Group LLC
NEW
Shares10,722
Change+10,722
Value$217.2K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares10,702 from 3,909
Change+6,793 (+174%)
Value$218.6K (+$139.0K)
Filed 2026-10-16
Argyle Capital Partners, LLC
DECREASED
Shares10,449 from 19,549
Change-9,100 (-47%)
Value$213.5K (-$184.7K)
Filed 2026-10-23
Value Investment Professionals, LLC
UNCHANGED
Shares10,358 from 10,358
Change0 (0%)
Value$211.6K (+$622)
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares10,290 from 10,290
Change0 (0%)
Value$210.2K (+$618)
Filed 2026-10-14
Cordatus Wealth Management LLC
UNCHANGED
Shares10,203 from 10,203
Change0 (0%)
Value$208.4K (+$612)
Filed 2026-10-19
1620 Investment Advisors, Inc.
DECREASED
Shares10,010 from 10,285
Change-275 (-3%)
Value$204.5K (-$5.0K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$204.3K (+$600)
Filed 2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED
Shares9,497 from 9,497
Change0 (0%)
Value$194.0K (+$570)
Filed 2026-10-26
IMG Wealth Management, Inc.
INCREASED
Shares8,657 from 8,547
Change+110 (+1%)
Value$176.9K (+$2.8K)
Filed 2026-10-27
GoalVest Advisory LLC
DECREASED
Shares8,619 from 24,118
Change-15,499 (-64%)
Value$176.1K (-$315.2K)
Filed 2026-10-02
Friedenthal Financial
INCREASED
Shares7,724 from 7,561
Change+163 (+2%)
Value$157.8K (+$3.8K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares7,657 from 8,557
Change-900 (-11%)
Value$156.4K (-$17.9K)
Filed 2026-10-20
Bangor Savings Bank
DECREASED
Shares7,182 from 11,268
Change-4,086 (-36%)
Value$146.7K (-$82.8K)
Filed 2026-10-06
Jacobi Capital Management LLC
NEW
Shares7,136
Change+7,136
Value$145.8K
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares6,997 from 25,576
Change-18,579 (-73%)
Value$142.9K (-$378.0K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares6,463 from 6,242
Change+221 (+4%)
Value$131.7K (+$4.5K)
Filed 2026-11-06
10Elms LLP
INCREASED
Shares5,200 from 4,200
Change+1,000 (+24%)
Value$106.2K (+$20.7K)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares4,275 from 5,861
Change-1,586 (-27%)
Value$87.3K (-$32.4K)
Filed 2026-10-30
Olistico Wealth, LLC
INCREASED
Shares4,198 from 2,846
Change+1,352 (+48%)
Value$85.8K (+$27.8K)
Filed 2026-10-05
Fairscale Capital, LLC
UNCHANGED
Shares3,949 from 3,949
Change0 (0%)
Value$80.7K (+$237)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares3,795 from 3,715
Change+80 (+2%)
Value$77.5K (+$1.9K)
Filed 2026-10-13
Golden State Wealth Management, LLC
UNCHANGED
Shares3,760 from 3,760
Change0 (0%)
Value$76.8K (+$225)
Filed 2026-11-02
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares3,424 from 3,424
Change0 (0%)
Value$69.5K (-$274)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares3,150 from 5,211
Change-2,061 (-40%)
Value$64.4K (-$41.8K)
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$60.2K (+$206)
Filed 2026-10-21
AlphaCore Capital LLC
INCREASED
Shares2,291 from 1,227
Change+1,064 (+87%)
Value$46.8K (+$21.8K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares1,896 from 3,326
Change-1,430 (-43%)
Value$38.7K (-$29.0K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares1,877
Change+1,877
Value$38.3K
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares1,740 from 1,712
Change+28 (+2%)
Value$35.6K (+$681)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares1,727 from 2,237
Change-510 (-23%)
Value$35.3K (-$10.3K)
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$31.0K (+$91)
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$21.6K (+$64)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$20.4K (+$61)
Filed 2026-11-05
Realta Investment Advisors
NEW
Shares819
Change+819
Value$16.7K
Filed 2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$15.3K (+$45)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$15.1K (+$52)
Filed 2026-10-29
Blue Trust, Inc.
INCREASED
Shares693 from 659
Change+34 (+5%)
Value$14.2K (+$734)
Filed 2026-10-15
Eastern Bank
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$13.3K (+$39)
Filed 2026-10-05
WPG Advisers, LLC
DECREASED
Shares507 from 535
Change-28 (-5%)
Value$10.4K (-$540)
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares504
Change+504
Value$10.3K
Filed 2026-10-29
Nova Financial LLC
NEW
Shares456
Change+456
Value$9.3K
Filed 2026-11-04
Balentine LLC
INCREASED
Shares307 from 305
Change+2 (+1%)
Value$6.3K (+$53)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
NEW
Shares290
Change+290
Value$5.9K
Filed 2026-10-28
Mechanics Financial Corp
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$4.9K (+$14)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$4.8K (+$14)
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.1K (+$12)
Filed 2026-10-20
First Command Advisory Services, Inc.
NEW
Shares181
Change+181
Value$3.7K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$3.3K (+$9)
Filed 2026-10-20
Addison Advisors LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$2.2K (+$7)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$2.1K (+$21)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
NEW
Shares82
Change+82
Value$1.7K
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares76
Change+76
Value$1.6K
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares19 from 6
Change+13 (+217%)
Value$388 (+$266)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$344 (+$6)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$274 (+$1)
Filed 2026-10-07
Buck Wealth Strategies, LLC
NEW
Shares11
Change+11
Value$225
Filed 2026-10-28
Harbor Capital Advisors, Inc.
DECREASED
Shares10 from 3,587
Change-3,577 (-100%)
Value$0 (-$73.0K)
Filed 2026-10-22
Rakuten Securities, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$102 ($0)
Filed 2026-11-02
Raleigh Capital Management Inc.
NEW
Shares4
Change+4
Value$82
Filed 2026-10-28
Factory Mutual Insurance Co
CLOSED
Shares0 from 1,200,000
Change-1,200,000 (-100%)
Value$0 (-$24.4M)
Filed 2026-10-30
Garda Capital Partners LP
CLOSED
Shares0 from 490,000
Change-490,000 (-100%)
Value$0 (-$10.0M)
Filed 2026-11-04
Deutsche Bank Ag\
CLOSED
Shares0 from 122,038
Change-122,038 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 79,144
Change-79,144 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-07
Imc-Chicago, LLC
CLOSED
Shares0 from 59,025
Change-59,025 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 22,100
Change-22,100 (-100%)
Value$0 (-$450.2K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 11,784
Change-11,784 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 11,100
Change-11,100 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-21
Brookstone Capital Management
CLOSED
Shares0 from 10,746
Change-10,746 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-22
Simplex Trading, LLC
CLOSED
Shares0 from 9,578
Change-9,578 (-100%)
Value$0 (-$195.1K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,302
Change-6,302 (-100%)
Value$0 (-$128.3K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 3,570
Change-3,570 (-100%)
Value$0 (-$72.7K)
Filed 2026-11-03
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 2,521
Change-2,521 (-100%)
Value$0 (-$51.4K)
Filed 2026-10-28
Bellecapital International Ltd.
CLOSED
Shares0 from 2,042
Change-2,042 (-100%)
Value$0 (-$41.6K)
Filed 2026-10-21
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$21.3K)
Filed 2026-11-06
Archer Investment Corp
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$20.4K)
Filed 2026-11-05
Asset Dedication, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-16
Solstein Capital, LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-02
True Wealth Design, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-13
Quaker Wealth Management, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$788)
Filed 2026-10-22
Avion Wealth
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 ($0)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$20)
Filed 2026-11-02
Horizon Financial Services, LLC
DECREASED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares0 from 113
Change-113 (-100%)
Value$9 (-$2.3K)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 16,947,406
Change-16,947,406 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 14,170,000
Change-14,170,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,054,834
Change-14,054,834 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,444,477
Change-11,444,477 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,656,143
Change-10,656,143 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 10,223,166
Change-10,223,166 (-100%)
Value—
BNP Paribas
N/A
Shares— from 9,433,095
Change-9,433,095 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 9,321,641
Change-9,321,641 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 9,154,385
Change-9,154,385 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 7,286,366
Change-7,286,366 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,994,197
Change-5,994,197 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,803,226
Change-5,803,226 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 5,058,716
Change-5,058,716 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 4,253,943
Change-4,253,943 (-100%)
Value—
Symetra Investment Management Co
N/A
Shares— from 4,205,600
Change-4,205,600 (-100%)
Value—
Bain Capital Credit, LP
N/A
Shares— from 3,971,884
Change-3,971,884 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,436,646
Change-3,436,646 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,246,536
Change-3,246,536 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,104,324
Change-3,104,324 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 3,089,034
Change-3,089,034 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 2,817,329
Change-2,817,329 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,774,406
Change-2,774,406 (-100%)
Value—
Shenkman Capital Management Inc
N/A
Shares— from 2,753,854
Change-2,753,854 (-100%)
Value—
Aristotle Pacific Capital, LLC
N/A
Shares— from 2,714,072
Change-2,714,072 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 2,483,848
Change-2,483,848 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 2,179,806
Change-2,179,806 (-100%)
Value—
DSC Meridian Capital LP
N/A
Shares— from 2,132,742
Change-2,132,742 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,883,630
Change-1,883,630 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,874,788
Change-1,874,788 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 1,787,193
Change-1,787,193 (-100%)
Value—
CNO Financial Group, Inc.
N/A
Shares— from 1,743,750
Change-1,743,750 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,725,000
Change-1,725,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,683,991
Change-1,683,991 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,639,480
Change-1,639,480 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,586,632
Change-1,586,632 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,509,268
Change-1,509,268 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,283,289
Change-1,283,289 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,278,372
Change-1,278,372 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,241,428
Change-1,241,428 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 1,225,000
Change-1,225,000 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,114,142
Change-1,114,142 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,105,845
Change-1,105,845 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,061,928
Change-1,061,928 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 1,047,578
Change-1,047,578 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 927,680
Change-927,680 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 913,296
Change-913,296 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 907,709
Change-907,709 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 891,983
Change-891,983 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 864,110
Change-864,110 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 846,767
Change-846,767 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 799,904
Change-799,904 (-100%)
Value—
One William Street Capital Management, L.P.
N/A
Shares— from 770,977
Change-770,977 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 764,490
Change-764,490 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 751,918
Change-751,918 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 746,076
Change-746,076 (-100%)
Value—
Endurance Services Ltd
N/A
Shares— from 743,494
Change-743,494 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 728,629
Change-728,629 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 648,495
Change-648,495 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 648,000
Change-648,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 574,314
Change-574,314 (-100%)
Value—
Prudential PLC
N/A
Shares— from 567,826
Change-567,826 (-100%)
Value—
CIM, LLC
N/A
Shares— from 554,155
Change-554,155 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 552,296
Change-552,296 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 486,637
Change-486,637 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 485,000
Change-485,000 (-100%)
Value—
APG Asset Management US Inc.
N/A
Shares— from 480,000
Change-480,000 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 472,695
Change-472,695 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 452,885
Change-452,885 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 448,760
Change-448,760 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 433,417
Change-433,417 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 432,210
Change-432,210 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 410,148
Change-410,148 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 372,128
Change-372,128 (-100%)
Value—
PPM America Inc
N/A
Shares— from 360,000
Change-360,000 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 330,241
Change-330,241 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 299,236
Change-299,236 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 283,495
Change-283,495 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 282,643
Change-282,643 (-100%)
Value—
Stephens Inc
N/A
Shares— from 273,015
Change-273,015 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 245,326
Change-245,326 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 239,233
Change-239,233 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 238,895
Change-238,895 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 220,941
Change-220,941 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 208,580
Change-208,580 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 202,301
Change-202,301 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 169,332
Change-169,332 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 166,095
Change-166,095 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 165,628
Change-165,628 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 162,678
Change-162,678 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 162,045
Change-162,045 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 159,129
Change-159,129 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 159,058
Change-159,058 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 158,253
Change-158,253 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 152,244
Change-152,244 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 149,975
Change-149,975 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 147,604
Change-147,604 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 143,061
Change-143,061 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 142,291
Change-142,291 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 136,271
Change-136,271 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 133,572
Change-133,572 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 133,546
Change-133,546 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 133,511
Change-133,511 (-100%)
Value—
American Beacon Advisors, Inc.
N/A
Shares— from 126,700
Change-126,700 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 126,445
Change-126,445 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 126,382
Change-126,382 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 116,355
Change-116,355 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 102,771
Change-102,771 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 102,078
Change-102,078 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 98,233
Change-98,233 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,414
Change-85,414 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 84,516
Change-84,516 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 82,005
Change-82,005 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 76,557
Change-76,557 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 75,878
Change-75,878 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 73,648
Change-73,648 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 73,206
Change-73,206 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 70,480
Change-70,480 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 66,022
Change-66,022 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 64,919
Change-64,919 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 61,256
Change-61,256 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 59,758
Change-59,758 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 58,943
Change-58,943 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 58,850
Change-58,850 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 56,947
Change-56,947 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 56,310
Change-56,310 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 56,162
Change-56,162 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 55,403
Change-55,403 (-100%)
Value—
&partners
N/A
Shares— from 55,083
Change-55,083 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 54,195
Change-54,195 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 54,085
Change-54,085 (-100%)
Value—
Invst, LLC
N/A
Shares— from 51,573
Change-51,573 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 50,568
Change-50,568 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 50,240
Change-50,240 (-100%)
Value—
Simmons Bank
N/A
Shares— from 49,750
Change-49,750 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,381
Change-46,381 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 45,850
Change-45,850 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 45,259
Change-45,259 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 45,119
Change-45,119 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 45,047
Change-45,047 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 43,451
Change-43,451 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 43,105
Change-43,105 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 42,648
Change-42,648 (-100%)
Value—
Commerce Bank
N/A
Shares— from 40,634
Change-40,634 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 40,404
Change-40,404 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 40,154
Change-40,154 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,380
Change-39,380 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 39,260
Change-39,260 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 38,497
Change-38,497 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 38,374
Change-38,374 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,947
Change-37,947 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 37,328
Change-37,328 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 36,267
Change-36,267 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,015
Change-36,015 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 34,317
Change-34,317 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 34,202
Change-34,202 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 33,948
Change-33,948 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 32,865
Change-32,865 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 32,247
Change-32,247 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 31,997
Change-31,997 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 30,250
Change-30,250 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 29,847
Change-29,847 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 29,508
Change-29,508 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 29,280
Change-29,280 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 29,085
Change-29,085 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 28,704
Change-28,704 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 28,345
Change-28,345 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 27,760
Change-27,760 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 26,358
Change-26,358 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,063
Change-26,063 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25,220
Change-25,220 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 24,599
Change-24,599 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 24,178
Change-24,178 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 22,894
Change-22,894 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,318
Change-20,318 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 19,790
Change-19,790 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 19,600
Change-19,600 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 19,241
Change-19,241 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 19,111
Change-19,111 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 18,768
Change-18,768 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,561
Change-18,561 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,412
Change-18,412 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 17,597
Change-17,597 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 17,597
Change-17,597 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 17,257
Change-17,257 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 16,810
Change-16,810 (-100%)
Value—
Croban
N/A
Shares— from 16,704
Change-16,704 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,679
Change-16,679 (-100%)
Value—
Blair William & Co
N/A
Shares— from 16,604
Change-16,604 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,020
Change-16,020 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,924
Change-15,924 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,612
Change-15,612 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,156
Change-15,156 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 13,994
Change-13,994 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,787
Change-13,787 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 13,422
Change-13,422 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 13,415
Change-13,415 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 12,623
Change-12,623 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,269
Change-12,269 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,032
Change-12,032 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,665
Change-11,665 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,324
Change-11,324 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,292
Change-11,292 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 9,935
Change-9,935 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 7,297
Change-7,297 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 6,888
Change-6,888 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 497
Change-497 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 365
Change-365 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 245
Change-245 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 237
Change-237 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 233
Change-233 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Ocean Park Asset Management, LLC
INCREASED18,985,3045,118,118+13,867,186+271%$104.3M$387.9M+$283.6M2026-10-21
LPL Financial LLC
DECREASED5,910,5176,033,723-123,206-2%$122.9M$120.8M-$2.2M2026-11-06
Assetmark, Inc
INCREASED4,719,1954,377,221+341,974+8%$89.2M$96.4M+$7.2M2026-10-21
CIBC Asset Management Inc
INCREASED4,205,9523,713,838+492,114+13%$75.7M$85.9M+$10.3M2026-11-05
Ninety One UK Ltd
INCREASED3,106,7181,720,467+1,386,251+81%$35.0M$63.5M+$28.4M2026-10-15
Bank of New York Mellon Corp
INCREASED2,717,6212,422,996+294,625+12%$49.4M$55.5M+$6.2M2026-11-05
Calamos Advisors LLC
UNCHANGED1,654,7871,654,78700%$33.7M$33.8M+$99.3K2026-11-02
New York Life Investment Management LLC
INCREASED1,269,5581,227,511+42,047+3%$25.0M$25.9M+$932.7K2026-11-04
Ironwood Wealth Management, Inc.
INCREASED1,267,3691,262,833+4,536+0%$25.8M$26.0M+$168.7K2026-10-14
Wellington Grp LLC
INCREASED995,608861,413+134,195+16%$17.5M$20.3M+$2.8M2026-11-06
Adventist Health System Sunbelt Healthcare Corp
INCREASED979,500493,800+485,700+98%$10.1M$20.0M+$10.0M2026-11-02
Donoghue Forlines LLC
DECREASED954,4661,030,334-75,868-7%$21.0M$19.5M-$1.5M2026-11-02
Diversify Advisory Services, LLC
INCREASED928,138873,277+54,861+6%$17.8M$19.0M+$1.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED928,138873,277+54,861+6%$17.8M$19.0M+$1.2M2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED901,688901,68800%$18.4M$18.4M+$54.1K2026-11-02
Park Avenue Securities LLC
INCREASED863,487770,757+92,730+12%$15.7M$17.6M+$1.9M2026-10-26
D.A. Davidson & Co.
INCREASED825,261738,883+86,378+12%$15.1M$16.9M+$1.8M2026-10-28
Wealthcare Advisory Partners LLC
INCREASED756,045715,314+40,731+6%$14.6M$15.4M+$875.1K2026-10-21
Exchange Traded Concepts, LLC
INCREASED721,104443,418+277,686+63%$9.0M$14.7M+$5.7M2026-10-28
RFG Holdings, Inc.
DECREASED608,733700,110-91,377-13%$14.3M$12.4M-$1.8M2026-10-30
Mechanics Bank Trust Department
DECREASED532,908538,476-5,568-1%$11.0M$10.9M-$81.4K2026-10-13
Form Wealth Advisors, LLC
DECREASED499,198533,675-34,477-6%$10.9M$10.2M-$672.3K2026-10-13
Matthew Goff Investment Advisor, LLC
INCREASED482,790447,190+35,600+8%$9.1M$9.9M+$754.1K2026-10-13
WT Wealth Management
INCREASED478,539109,651+368,888+336%$2.2M$9.8M+$7.5M2026-10-13
Fortitude Family Office, LLC
DECREASED468,724482,276-13,552-3%$9.8M$9.6M-$247.9K2026-10-14
Angeles Wealth Management, LLC
INCREASED461,095443,742+17,353+4%$9.0M$9.4M+$381.2K2026-10-26
Central Trust Co
INCREASED432,578410,831+21,747+5%$8.4M$8.8M+$468.9K2026-11-05
Simplicity Wealth,LLC
INCREASED416,938218,080+198,858+91%$4.4M$8.5M+$4.1M2026-10-23
Prevail Innovative Wealth Advisors, LLC
DECREASED392,973426,236-33,263-8%$8.7M$8.1M-$630.4K2026-10-20
AdvisorNet Financial, Inc
INCREASED380,907362,948+17,959+5%$7.4M$7.8M+$388.7K2026-10-15
Merit Financial Group, LLC
DECREASED357,885364,571-6,686-2%$7.4M$7.3M-$114.7K2026-11-06
TigerOak Management, L.L.C.
INCREASED322,212319,165+3,047+1%$6.5M$6.6M+$81.4K2026-10-23
Cordoba Advisory Partners LLC
INCREASED310,288304,818+5,470+2%$6.2M$6.3M+$130.0K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED307,984179,357+128,627+72%$3.7M$6.3M+$2.6M2026-10-29
Nvwm, LLC
INCREASED307,79077,088+230,702+299%$1.6M$6.3M+$4.7M2026-10-14
Truist Financial Corp
INCREASED306,311288,944+17,367+6%$5.9M$6.3M+$372.1K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED273,323205,704+67,619+33%$4.2M$5.6M+$1.4M2026-11-02
Kestra Advisory Services, LLC
INCREASED271,753258,345+13,408+5%$5.3M$5.6M+$289.4K2026-11-02
Mirae Asset Global Investments Co., Ltd.
NEW267,516—+267,516——$5.5M—2026-11-03
TD Private Client Wealth LLC
INCREASED253,86662,588+191,278+306%$1.3M$5.2M+$3.9M2026-10-28
Creative Financial Designs Inc
INCREASED251,910122+251,788+206384%$2.5K$5.1M+$5.1M2026-11-04
Commonwealth Equity Services, LLC
DECREASED246,815247,873-1,0580%$5.0M$5.0M-$6.7K2026-11-02
Financial Advisory Partners, LLC
INCREASED242,789238,710+4,079+2%$4.9M$5.0M+$97.7K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED241,505210,735+30,770+15%$4.3M$4.9M+$641.3K2026-10-16
J.Safra Asset Management Corp
INCREASED236,388215,396+20,992+10%$4.4M$4.8M+$441.8K2026-11-03
Wedbush Securities Inc
DECREASED234,980253,447-18,467-7%$5.2M$4.8K-$5.2M2026-10-22
First Citizens Bank & Trust Co
DECREASED230,923258,638-27,715-11%$5.3M$4.7M-$550.7K2026-10-14
Ritholtz Wealth Management
DECREASED224,438232,652-8,214-4%$4.7M$4.6M-$153.9K2026-11-05
Fifth Third Bancorp
INCREASED219,689213,098+6,591+3%$4.3M$4.5M+$147.4K2026-11-05
Auour Investments LLC
INCREASED212,078198,912+13,166+7%$4.1M$4.3M+$280.9K2026-10-28
Diversified Portfolios, Inc.
NEW196,606—+196,606——$4.0M—2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED190,036191,679-1,643-1%$3.9M$3.9M-$22.1K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED179,222128,655+50,567+39%$2.6M$3.7M+$1.0M2026-10-13
Blue Fin Capital, Inc.
INCREASED178,253172,585+5,668+3%$3.5M$3.6M+$126.2K2026-10-28
Regatta Capital Group, LLC
INCREASED173,901171,086+2,815+2%$3.5M$3.6M+$67.8K2026-10-23
Florin Court Capital LLP
INCREASED173,20079,000+94,200+119%$1.6M$3.5M+$1.9M2026-11-02
Appleton Partners Inc
INCREASED170,677169,946+731+0%$3.5M$3.5M+$25.0K2026-10-30
Fiduciary Financial Group, LLC
INCREASED169,999163,389+6,610+4%$3.3M$3.5M+$144.8K2026-10-13
Ti-Trust, Inc
UNCHANGED156,536156,53600%$3.2M$3.2M+$9.4K2026-10-21
Old Port Advisors
INCREASED153,133150,758+2,375+2%$3.1M$3.1M+$57.6K2026-10-23
Virtue Capital Management, LLC
NEW152,773—+152,773——$3.1M—2026-10-29
Charles Schwab Trust Co
INCREASED147,036140,348+6,688+5%$2.9M$3.0M+$145.1K2026-10-15
Adell Harriman & Carpenter Inc
DECREASED146,053148,783-2,730-2%$3.0M$3.0M-$46.8K2026-11-02
IFG Advisors, LLC
INCREASED144,227134,967+9,260+7%$2.7M$2.9M+$197.3K2026-10-15
Ascentis Independent Advisors
INCREASED142,42747,262+95,165+201%$962.9K$2.9M+$1.9M2026-11-03
Guardian Asset Advisors, LLC
DECREASED140,167186,120-45,953-25%$3.8M$2.9M-$927.6K2026-10-16
Prospera Financial Services Inc
INCREASED137,79354,390+83,403+153%$1.1M$2.8M+$1.7M2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED130,641118,141+12,500+11%$2.4M$2.7M+$262.5K2026-10-15
Valpey Financial Services, LLC
INCREASED129,349124,097+5,252+4%$2.5M$2.6M+$114.8K2026-10-30
TT Capital Management LLC
INCREASED128,545122,687+5,858+5%$2.5M$2.6M+$127.0K2026-10-15
Peddock Capital Advisors, LLC
INCREASED126,080122,453+3,627+3%$2.5M$2.6M+$81.4K2026-10-16
Fiera Capital Corp
UNCHANGED125,000125,00000%$2.5M$2.6M+$7.5K2026-11-06
Garner Asset Management Corp
INCREASED123,821120,695+3,126+3%$2.5M$2.5M+$51.5K2026-10-30
Fiduciary Alliance LLC
DECREASED121,599122,267-668-1%$2.5M$2.5M-$6.3K2026-10-13
Tradewinds Capital Management, LLC
INCREASED117,298115,738+1,560+1%$2.4M$2.4M+$38.8K2026-10-23
Perennial Advisors, LLC
INCREASED114,841112,300+2,541+2%$2.3M$2.3M+$58.7K2026-10-13
Asset Allocation Strategies LLC
INCREASED114,489110,936+3,553+3%$2.3M$2.3M+$79.2K2026-10-20
Schear Investment Advisers, LLC
NEW111,252—+111,252——$2.3M—2026-10-14
Tempo Wealth, LLC
INCREASED111,252110,638+614+1%$2.3M$2.3M+$19.2K2026-10-14
Bay Capital Advisors, LLC
DECREASED110,506146,308-35,802-24%$3.0M$2.3M-$722.6K2026-10-16
First Interstate Bank
UNCHANGED106,982106,98200%$2.2M$2.2M+$6.4K2026-10-23
Aletheian Wealth Advisors LLC
INCREASED100,58687,962+12,624+14%$1.8M$2.1M+$263.2K2026-10-08
Ninety One North America, Inc.
INCREASED95,41571,065+24,350+34%$1.4M$1.9M+$501.7K2026-10-15
Spire Wealth Management
DECREASED95,137126,560-31,423-25%$2.6M$1.9M-$634.4K2026-10-30
PFG Advisors
NEW93,445—+93,445——$1.9M—2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED91,44289,676+1,766+2%$1.8M$1.9M+$40.7K2026-10-13
Independent Financial Group, LLC
DECREASED87,50687,552-460%$1.8M$1.8M+$4.3K2026-10-13
Elevation Point Wealth Partners, LLC
NEW84,500—+84,500——$1.7M—2026-11-05
ARQ Wealth Advisors, LLC
DECREASED84,443105,075-20,632-20%$2.1M$1.7M-$416.3K2026-10-29
Prudent Man Advisors, LLC
INCREASED80,10079,900+200+0%$1.6M$1.6M+$8.9K2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED79,60079,100+500+1%$1.6M$1.6M+$15.0K2026-11-05
Vima LLC
INCREASED74,80273,178+1,624+2%$1.5M$1.5M+$37.6K2026-10-23
Triumph Capital Management
INCREASED69,56569,264+301+0%$1.4M$1.4M+$10.3K2026-10-14
Founders Financial Securities LLC
DECREASED68,40094,648-26,248-28%$1.9M$1.4M-$530.6K2026-10-28
Apella Capital, LLC
DECREASED66,99071,863-4,873-7%$1.5M$1.4M-$94.8K2026-10-08
FC Advisory LLC
DECREASED64,35466,037-1,683-3%$1.3M$1.3M-$30.4K2026-10-05
Left Brain Wealth Management, LLC
INCREASED64,22863,286+942+1%$1.3M$1.3M+$23.0K2026-10-28
AA Financial Advisors, LLC
DECREASED62,82864,873-2,045-3%$1.3M$1.3M-$37.9K2026-10-19
Advisory Solutions Group, LLC
INCREASED59,17359,053+120+0%$1.2M$1.2M+$6.0K2026-10-14
HCR Wealth Advisors
DECREASED56,74169,625-12,884-18%$1.4M$1.2M-$259.0K2026-10-15
4Thought Financial Group Inc.
INCREASED56,34656,062+284+1%$1.1M$1.2M+$9.2K2026-11-02
Flagstar Securities, Inc
INCREASED55,65750,334+5,323+11%$1.0M$1.1M+$111.8K2026-10-15
Integrity Advisory Solutions, LLC
NEW51,793—+51,793——$1.1M—2026-10-29
Cobblestone Asset Management LLC
DECREASED50,40151,738-1,337-3%$1.1M$1.0M-$24.2K2026-10-13
New Wave Wealth Advisors LLC
INCREASED49,03624,400+24,636+101%$497.0K$1.0M+$506.7K2026-10-19
Wespac Advisors, LLC
NEW48,770—+48,770——$996.4K—2026-10-26
Nikulski Financial, Inc.
DECREASED48,69393,169-44,476-48%$1.9M$994.8K-$903.1K2026-11-06
Wealthcare Capital Management LLC
INCREASED48,28441,537+6,747+16%$846.1K$986.4K+$140.3K2026-10-21
Investment Partners, Ltd.
INCREASED47,05422,297+24,757+111%$454.2K$961.3K+$507.1K2026-10-29
Aegon USA Investment Management, LLC
UNCHANGED45,50045,50000%$926.8K$929.6K+$2.7K2026-10-30
Waters Parkerson & Co., LLC
INCREASED42,55041,050+1,500+4%$836.2K$869.3K+$33.1K2026-11-04
Oppenheimer & Co Inc
DECREASED40,27842,156-1,878-4%$858.7K$822.9K-$35.8K2026-10-26
Total Clarity Wealth Management, Inc.
DECREASED39,37340,253-880-2%$820.0K$804.4K-$15.6K2026-10-26
Optima Capital LLC
UNCHANGED39,01839,01800%$794.8K$797.1K+$2.3K2026-10-29
PNC Financial Services Group, Inc.
INCREASED38,81726,351+12,466+47%$536.8K$793.0K+$256.2K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED36,59711,686+24,911+213%$238.0K$747.7K+$509.6K2026-11-05
Wealthcare Capital Partners, LLC
DECREASED36,34136,902-561-2%$751.7K$742.4K-$9.2K2026-10-21
Wagner Wealth Management, LLC
DECREASED36,32551,984-15,659-30%$1.1M$742.1K-$316.8K2026-10-21
Vontobel Holding Ltd.
UNCHANGED36,00036,00000%$733.3K$735.5K+$2.2K2026-10-16
First United Bank & Trust
DECREASED33,72444,134-10,410-24%$899.0K$689.0K-$210.0K2026-10-22
Lewis Asset Management, LLC
INCREASED33,58527,835+5,750+21%$567.0K$686.1K+$119.1K2026-10-14
Strategic Blueprint, LLC
DECREASED32,64733,801-1,154-3%$688.5K$667.0K-$21.6K2026-10-22
Barclays PLC
DECREASED32,5876,878,229-6,845,642-100%$140.1M$665.8K-$139.4M2026-11-06
Global Assets Advisory, LLC
NEW31,668—+31,668——$648.7K—2026-10-28
Point Nemo Capital, LLC
DECREASED31,55842,168-10,610-25%$859.0K$644.7K-$214.2K2026-11-03
Balefire, LLC
DECREASED30,27132,831-2,560-8%$668.8K$618.4K-$50.3K2026-10-09
TD Waterhouse Canada Inc.
DECREASED30,11037,280-7,170-19%$759.0K$615.4K-$143.6K2026-10-16
Pinion Investment Advisors, LLC
DECREASED29,98939,373-9,384-24%$802.0K$612.7K-$189.4K2026-11-04
High Net Worth Advisory Group LLC
DECREASED29,50034,500-5,000-14%$702.8K$602.7K-$100.1K2026-10-26
CWA Asset Management Group, LLC
INCREASED29,36629,191+175+1%$594.6K$599.9K+$5.3K2026-10-19
First Citizens Asset Management, Inc.
DECREASED28,74731,234-2,487-8%$636.2K$587.3K-$48.9K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED28,30628,30600%$576.6K$578.3K+$1.7K2026-10-27
Entrust Financial LLC
NEW27,641—+27,641——$564.7K—2026-11-04
AlphaCentric Advisors LLC
INCREASED26,92624,153+2,773+11%$492.0K$550.1K+$58.1K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED26,68724,927+1,760+7%$506.0K$545.2K+$39.2K2026-10-13
Farther Finance Advisors, LLC
DECREASED26,59628,500-1,904-7%$580.5K$543.4K-$37.1K2026-10-08
Tactive Advisors, LLC
INCREASED26,50126,495+6+0%$539.7K$541.4K+$1.7K2026-10-08
Navigation Wealth Management, Inc.
INCREASED26,04225,661+381+1%$522.7K$533.3K+$10.6K2026-11-03
Sowell Financial Services LLC
INCREASED25,25625,085+171+1%$511.0K$516.0K+$5.0K2026-10-23
Gill Capital Partners, LLC
UNCHANGED24,85824,85800%$506.4K$507.9K+$1.5K2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
DECREASED24,77526,775-2,000-7%$545.0K$506-$544.5K2026-10-26
Sigma Planning Corp
NEW24,076—+24,076——$491.9K—2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED23,43116,808+6,623+39%$342.4K$478.7K+$136.3K2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED23,33720,623+2,714+13%$420.0K$477-$419.5K2026-10-19
Integrated Advisors Network LLC
DECREASED23,01524,729-1,714-7%$503.7K$470.2K-$33.5K2026-10-20
First City Capital Management, Inc.
DECREASED22,66322,808-145-1%$464.6K$463.0K-$1.6K2026-10-27
McAdam, LLC
DECREASED22,56526,268-3,703-14%$535.1K$461.0K-$74.1K2026-10-21
Analyst IMS Investment Management Services Ltd.
UNCHANGED22,42622,42600%$457.0K$458.0K+$1.0K2026-11-05
Creative Planning
INCREASED22,17414,848+7,326+49%$302.5K$453.0K+$150.6K2026-11-02
Mather Group, Llc.
DECREASED22,14822,904-756-3%$466.6K$452.5K-$14.1K2026-10-14
StoneX Group Inc.
DECREASED21,39829,198-7,800-27%$595.0K$437.2K-$157.8K2026-11-03
Parallel Advisors, LLC
DECREASED21,00721,544-537-2%$438.9K$429.2K-$9.7K2026-11-03
Eagle Strategies LLC
INCREASED19,88619,752+134+1%$402.4K$406.3K+$3.9K2026-10-16
Bennett Selby Investments LP
DECREASED19,43820,979-1,541-7%$427.3K$397.1K-$30.2K2026-10-19
Stegent Equity Advisors, Inc.
NEW19,402—+19,402——$396.4K—2026-10-13
Apollon Wealth Management, LLC
DECREASED19,26020,609-1,349-7%$419.8K$393.5K-$26.3K2026-10-23
Decision Investments, Inc
UNCHANGED18,58518,58500%$378.6K$379.7K+$1.1K2026-10-07
Atria Investments, Inc
DECREASED18,42539,356-20,931-53%$801.7K$376.4K-$425.3K2026-10-15
Clear Creek Financial Management, LLC
INCREASED18,25213,025+5,227+40%$265.3K$372.9K+$107.6K2026-10-28
Scheeler Financial LLC
NEW18,207—+18,207——$372.0K—2026-10-13
Clear Harbor Asset Management, LLC
UNCHANGED17,59617,59600%$358.4K$359.5K+$1.1K2026-11-05
Lanark Financial, Inc.
DECREASED17,27317,884-611-3%$364.3K$352.9K-$11.4K2026-10-26
Naples Global Advisors, LLC
INCREASED16,35016,250+100+1%$331.0K$334.0K+$3.0K2026-11-05
Blueline Advisors LLC
INCREASED16,34215,927+415+3%$324.4K$333.9K+$9.4K2026-10-15
Curtis Advisory Group, LLC
INCREASED16,25414,821+1,433+10%$301.9K$332.1K+$30.2K2026-10-28
Horizon Wealth Management, LLC
NEW16,225—+16,225——$331.5K—2026-11-02
Dynamic Advisor Solutions LLC
DECREASED16,19636,327-20,131-55%$740.0K$330.9K-$409.1K2026-10-13
Sage Financial Group Inc
DECREASED15,75221,252-5,500-26%$432.9K$321.8K-$111.1K2026-10-27
Perigon Wealth Management, LLC
INCREASED15,40512,642+2,763+22%$257.5K$314.7K+$57.2K2026-10-22
MGO One Seven LLC
DECREASED15,39938,167-22,768-60%$777.5K$314.6K-$462.9K2026-10-28
American Institute for Advanced Investment Management, LLP
UNCHANGED15,35515,35500%$312.8K$313.7K+$9192026-11-03
Cullen T Bankers, Inc.
DECREASED15,02427,574-12,550-46%$561.7K$306.9K-$254.7K2026-10-28
Russell Investments Group, Ltd.
DECREASED15,01250,000-34,988-70%$1.0M$306.7K-$711.8K2026-11-06
Oasis Advisors, LLC
DECREASED14,94241,233-26,291-64%$839.9K$305.3K-$534.6K2026-10-16
Rossby Financial, LCC
INCREASED14,9015,554+9,347+168%$113.1K$304.4K+$191.3K2026-11-05
Eagle Bay Advisors LLC
DECREASED14,65825,997-11,339-44%$529.6K$299.5K-$230.1K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED14,61719,282-4,665-24%$392.8K$298.6K-$94.1K2026-11-06
Pacific Excel Wealth Advisors, Inc.
NEW14,551—+14,551——$297.3K—2026-10-27
Key Capital Management, Inc
INCREASED14,5511,530+13,021+851%$31.2K$297.3K+$266.1K2026-11-03
TopTier Wealth Management, LLC
INCREASED14,41914,192+227+2%$289.1K$294.6K+$5.5K2026-10-16
LJI Wealth Management, LLC
UNCHANGED14,40414,40400%$293.4K$294.3K+$8652026-10-28
First Heartland Consultants, Inc.
NEW14,297—+14,297——$292.1K—2026-10-08
R2 Capital Strategies, LLC
DECREASED13,60316,468-2,865-17%$335.5K$277.9K-$57.5K2026-10-15
Certuity, LLC
DECREASED13,39916,488-3,089-19%$335.9K$273.7K-$62.1K2026-11-02
Transce3nd, LLC
NEW13,285—+13,285——$270.0K—2026-10-26
Concord Wealth Partners
DECREASED13,01121,785-8,774-40%$443.8K$265.8K-$178.0K2026-11-02
Partners Wealth Management, LLC
NEW12,907—+12,907——$263.7K—2026-10-28
Thrivent Financial for Lutherans
DECREASED12,84412,984-140-1%$264.0K$263.0K-$1.0K2026-11-05
Evergreen Capital Management LLC
DECREASED12,78013,110-330-3%$267.1K$261.1K-$6.0K2026-10-23
NBT Bank, N.A.
UNCHANGED12,76512,76500%$260.0K$260.8K+$7662026-10-21
Sunpointe, LLC
NEW12,590—+12,590——$257.2K—2026-10-22
Lido Advisors, LLC
DECREASED12,50714,347-1,840-13%$292.2K$255.5K-$36.7K2026-11-04
Capital Investment Advisors, LLC
UNCHANGED12,47912,47900%$254.2K$254.9K+$7492026-10-22
EverSource Wealth Advisors, LLC
INCREASED12,25011,958+292+2%$243.6K$250.3K+$6.7K2026-11-04
One Way Holdings LLC
NEW12,210—+12,210——$249.5K—2026-10-29
M Holdings Securities, Inc.
INCREASED12,15711,979+178+1%$243.0K$248.0K+$5.0K2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED12,07312,07300%$245.9K$246.7K+$7242026-11-06
Symmetry Partners, LLC
INCREASED12,01111,717+294+3%$238.7K$245.4K+$6.7K2026-10-27
Worth Asset Management, LLC
NEW11,972—+11,972——$244.6K—2026-10-07
Citigroup Inc
DECREASED11,7511,103,202-1,091,451-99%$22.5M$240.1K-$22.2M2026-11-04
Verus Capital Partners, LLC
DECREASED11,68714,825-3,138-21%$302.0K$238.8K-$63.2K2026-11-03
Summit Investment Advisors, Inc.\KS
UNCHANGED11,50011,50000%$234.3K$234.9K+$6902026-11-05
Fifth Third Securities, Inc.
NEW10,998—+10,998——$224.7K—2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED10,92910,132+797+8%$206.4K$223.3K+$16.9K2026-11-03
Howard Wealth Management, LLC
INCREASED10,86010,529+331+3%$214.5K$221.9K+$7.4K2026-10-28
Attessa Capital LLC
NEW10,784—+10,784——$220.3K—2026-10-09
Chicago Partners Investment Group LLC
NEW10,722—+10,722——$217.2K—2026-10-27
IFP Advisors, Inc
INCREASED10,7023,909+6,793+174%$79.6K$218.6K+$139.0K2026-10-16
Argyle Capital Partners, LLC
DECREASED10,44919,549-9,100-47%$398.2K$213.5K-$184.7K2026-10-23
Value Investment Professionals, LLC
UNCHANGED10,35810,35800%$211.0K$211.6K+$6222026-10-13
Davenport & Co LLC
UNCHANGED10,29010,29000%$209.6K$210.2K+$6182026-10-14
Cordatus Wealth Management LLC
UNCHANGED10,20310,20300%$207.8K$208.4K+$6122026-10-19
1620 Investment Advisors, Inc.
DECREASED10,01010,285-275-3%$209.5K$204.5K-$5.0K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED10,00010,00000%$203.7K$204.3K+$6002026-10-23
Ashton Thomas Securities, LLC
UNCHANGED9,4979,49700%$193.5K$194.0K+$5702026-10-26
IMG Wealth Management, Inc.
INCREASED8,6578,547+110+1%$174.1K$176.9K+$2.8K2026-10-27
GoalVest Advisory LLC
DECREASED8,61924,118-15,499-64%$491.3K$176.1K-$315.2K2026-10-02
Friedenthal Financial
INCREASED7,7247,561+163+2%$154.0K$157.8K+$3.8K2026-10-27
Private Trust Co NA
DECREASED7,6578,557-900-11%$174.3K$156.4K-$17.9K2026-10-20
Bangor Savings Bank
DECREASED7,18211,268-4,086-36%$229.5K$146.7K-$82.8K2026-10-06
Jacobi Capital Management LLC
NEW7,136—+7,136——$145.8K—2026-11-05
CoreCap Advisors, LLC
DECREASED6,99725,576-18,579-73%$521.0K$142.9K-$378.0K2026-10-08
Allworth Financial LP
INCREASED6,4636,242+221+4%$127.1K$131.7K+$4.5K2026-11-06
10Elms LLP
INCREASED5,2004,200+1,000+24%$85.6K$106.2K+$20.7K2026-11-06
Compass Financial Management LLC
DECREASED4,2755,861-1,586-27%$119.7K$87.3K-$32.4K2026-10-30
Olistico Wealth, LLC
INCREASED4,1982,846+1,352+48%$58.0K$85.8K+$27.8K2026-10-05
Fairscale Capital, LLC
UNCHANGED3,9493,94900%$80.4K$80.7K+$2372026-11-04
Cape Investment Advisory, Inc.
INCREASED3,7953,715+80+2%$75.7K$77.5K+$1.9K2026-10-13
Golden State Wealth Management, LLC
UNCHANGED3,7603,76000%$76.6K$76.8K+$2252026-11-02
MeadowBrook Investment Advisors LLC
UNCHANGED3,4243,42400%$69.7K$69.5K-$2742026-10-29
SBI Securities Co., Ltd.
DECREASED3,1505,211-2,061-40%$106.1K$64.4K-$41.8K2026-10-22
Piscataqua Savings Bank
UNCHANGED2,9452,94500%$60.0K$60.2K+$2062026-10-21
AlphaCore Capital LLC
INCREASED2,2911,227+1,064+87%$25.0K$46.8K+$21.8K2026-11-04
Parkside Financial Bank & Trust
DECREASED1,8963,326-1,430-43%$67.8K$38.7K-$29.0K2026-10-27
Latitude Advisors, LLC
NEW1,877—+1,877——$38.3K—2026-10-27
Nfsg Corp
INCREASED1,7401,712+28+2%$34.9K$35.6K+$6812026-10-15
Capital Investment Advisory Services, LLC
DECREASED1,7272,237-510-23%$45.6K$35.3K-$10.3K2026-10-30
US Bancorp \de\
UNCHANGED1,5171,51700%$30.9K$31.0K+$912026-11-05
Caldwell Trust Co
UNCHANGED1,0551,05500%$21.5K$21.6K+$642026-10-30
Larson Financial Group LLC
UNCHANGED1,0011,00100%$20.4K$20.4K+$612026-11-05
Realta Investment Advisors
NEW819—+819——$16.7K—2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED75175100%$15.3K$15.3K+$452026-11-04
Salomon & Ludwin, LLC
UNCHANGED74074000%$15.1K$15.1K+$522026-10-29
Blue Trust, Inc.
INCREASED693659+34+5%$13.4K$14.2K+$7342026-10-15
Eastern Bank
UNCHANGED65065000%$13.2K$13.3K+$392026-10-05
WPG Advisers, LLC
DECREASED507535-28-5%$10.9K$10.4K-$5402026-10-27
Next Level Wealth Planning, LLC
NEW504—+504——$10.3K—2026-10-29
Nova Financial LLC
NEW456—+456——$9.3K—2026-11-04
Balentine LLC
INCREASED307305+2+1%$6.2K$6.3K+$532026-11-03
Financial Network Wealth Advisors LLC
NEW290—+290——$5.9K—2026-10-28
Mechanics Financial Corp
UNCHANGED24024000%$4.9K$4.9K+$142026-11-05
Gables Capital Management Inc.
UNCHANGED23323300%$4.7K$4.8K+$142026-11-04
Arlington Trust Co LLC
UNCHANGED20020000%$4.1K$4.1K+$122026-10-20
First Command Advisory Services, Inc.
NEW181—+181——$3.7K—2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED16016000%$3.3K$3.3K+$92026-10-20
Addison Advisors LLC
UNCHANGED10710700%$2.2K$2.2K+$72026-11-06
Signature Equity Partners, LLC
INCREASED102101+1+1%$2.1K$2.1K+$212026-10-29
Lloyd Advisory Services, Llc.
NEW82—+82——$1.7K—2026-11-02
Provenance Wealth Advisors, LLC
NEW76—+76——$1.6K—2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED196+13+217%$122$388+$2662026-11-03
Costello Asset Management, Inc
UNCHANGED171700%$338$344+$62026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED141400%$273$274+$12026-10-07
Buck Wealth Strategies, LLC
NEW11—+11——$225—2026-10-28
Harbor Capital Advisors, Inc.
DECREASED103,587-3,577-100%$73.0K$0-$73.0K2026-10-22
Rakuten Securities, Inc.
UNCHANGED5500%$102$102$02026-11-02
Raleigh Capital Management Inc.
NEW4—+4——$82—2026-10-28
Factory Mutual Insurance Co
CLOSED01,200,000-1,200,000-100%$24.4M$0-$24.4M2026-10-30
Garda Capital Partners LP
CLOSED0490,000-490,000-100%$10.0M$0-$10.0M2026-11-04
Deutsche Bank Ag\
CLOSED0122,038-122,038-100%$2.5M$0-$2.5M2026-11-06
Lake Hills Wealth Management, LLC
CLOSED079,144-79,144-100%$1.6M$0-$1.6M2026-10-07
Imc-Chicago, LLC
CLOSED059,025-59,025-100%$1.2M$0-$1.2M2026-11-05
Jefferies Financial Group Inc.
CLOSED022,100-22,100-100%$450.2K$0-$450.2K2026-11-05
Signal Advisors Wealth, LLC
CLOSED011,784-11,784-100%$240.0K$0-$240.0K2026-10-13
SeaCrest Wealth Management, LLC
CLOSED011,100-11,100-100%$226.1K$0-$226.1K2026-10-21
Brookstone Capital Management
CLOSED010,746-10,746-100%$218.9K$0-$218.9K2026-10-22
Simplex Trading, LLC
CLOSED09,578-9,578-100%$195.1K$0-$195.1K2026-11-04
International Assets Investment Management, LLC
CLOSED06,302-6,302-100%$128.3K$0-$128.3K2026-11-02
LFA - Lugano Financial Advisors SA
CLOSED03,570-3,570-100%$72.7K$0-$72.7K2026-11-03
Ironwood Wealth Management, Llc.
CLOSED02,521-2,521-100%$51.4K$0-$51.4K2026-10-28
Bellecapital International Ltd.
CLOSED02,042-2,042-100%$41.6K$0-$41.6K2026-10-21
Institute for Wealth Management, Llc.
CLOSED01,045-1,045-100%$21.3K$0-$21.3K2026-11-06
Archer Investment Corp
CLOSED01,000-1,000-100%$20.4K$0-$20.4K2026-11-05
Asset Dedication, LLC
CLOSED0230-230-100%$4.7K$0-$4.7K2026-11-03
Cornerstone Planning Group LLC
CLOSED0122-122-100%$2.5K$0-$2.5K2026-10-16
Solstein Capital, LLC
CLOSED077-77-100%$1.6K$0-$1.6K2026-11-02
True Wealth Design, LLC
CLOSED055-55-100%$1.1K$0-$1.1K2026-10-13
Quaker Wealth Management, LLC
CLOSED039-39-100%$788$0-$7882026-10-22
Avion Wealth
CLOSED024-24-100%$0$0$02026-11-04
Quest 10 Wealth Builders, Inc.
CLOSED01-1-100%$20$0-$202026-11-02
Horizon Financial Services, LLC
DECREASED0117-117-100%$2.4K$0-$2.4K2026-11-04
Kingdom Financial Group Llc.
DECREASED0113-113-100%$2.3K$9-$2.3K2026-11-04
BlackRock, Inc.
N/A—16,947,406-16,947,406-100%$345.2M———
State of Wisconsin Investment Board
N/A—14,170,000-14,170,000-100%$288.6M———
Morgan Stanley
N/A—14,054,834-14,054,834-100%$286.3M———
Goldman Sachs Group Inc
N/A—11,444,477-11,444,477-100%$233.1M———
UBS Group AG
N/A—10,656,143-10,656,143-100%$217.1M———
Charles Schwab Investment Management Inc
N/A—10,223,166-10,223,166-100%$208.2M———
BNP Paribas
N/A—9,433,095-9,433,095-100%$192.2M———
Invesco Ltd.
N/A—9,321,641-9,321,641-100%$189.9M———
Investment Management Corp of Ontario
N/A—9,154,385-9,154,385-100%$186.5M———
State of Tennessee, Department of Treasury
N/A—7,286,366-7,286,366-100%$148.4M———
JPMorgan Chase & Co
N/A—5,994,197-5,994,197-100%$121.7M———
Bank of America Corp
N/A—5,803,226-5,803,226-100%$118.2M———
Ensign Peak Advisors, Inc
N/A—5,058,716-5,058,716-100%$103.0M———
Wellington Management Group LLP
N/A—4,253,943-4,253,943-100%$86.7M———
Symetra Investment Management Co
N/A—4,205,600-4,205,600-100%$85.7M———
Bain Capital Credit, LP
N/A—3,971,884-3,971,884-100%$80.9M———
Wells Fargo & Company
N/A—3,436,646-3,436,646-100%$70.0M———
BNP Paribas Financial Markets
N/A—3,246,536-3,246,536-100%$66.1M———
Ameriprise Financial Inc
N/A—3,104,324-3,104,324-100%$63.2M———
Sumitomo Life Insurance Co
N/A—3,089,034-3,089,034-100%$62.9M———
Lord, Abbett & Co. LLC
N/A—2,817,329-2,817,329-100%$57.4M———
Envestnet Asset Management Inc
N/A—2,774,406-2,774,406-100%$56.5M———
Shenkman Capital Management Inc
N/A—2,753,854-2,753,854-100%$57.2M———
Aristotle Pacific Capital, LLC
N/A—2,714,072-2,714,072-100%$55.1M———
Hikari Tsushin, Inc.
N/A—2,483,848-2,483,848-100%$50.6M———
Winton Group Ltd
N/A—2,179,806-2,179,806-100%$44.4M———
DSC Meridian Capital LP
N/A—2,132,742-2,132,742-100%$43.4M———
1607 Capital Partners, LLC
N/A—1,883,630-1,883,630-100%$38.4M———
Man Group plc
N/A—1,874,788-1,874,788-100%$38.2M———
Angel Oak Capital Advisors, LLC
N/A—1,787,193-1,787,193-100%$36.4M———
CNO Financial Group, Inc.
N/A—1,743,750-1,743,750-100%$35.5M———
Hudson Bay Capital Management LP
N/A—1,725,000-1,725,000-100%$35.1M———
Rockefeller Capital Management L.P.
N/A—1,683,991-1,683,991-100%$34.3M———
Koss-Olinger Consulting, LLC
N/A—1,639,480-1,639,480-100%$33.4M———
Loomis Sayles & Co L P
N/A—1,586,632-1,586,632-100%$32.3M———
Cerity Partners LLC
N/A—1,509,268-1,509,268-100%$30.7M———
Osaic Holdings, Inc.
N/A—1,283,289-1,283,289-100%$26.1M———
Manufacturers Life Insurance Company, the
N/A—1,278,372-1,278,372-100%$3.1M———
Millennium Management LLC
N/A—1,241,428-1,241,428-100%$25.3M———
Liberty Mutual Group Asset Management Inc.
N/A—1,225,000-1,225,000-100%$25.0M———
Strategic Investment Advisors / MI
N/A—1,114,142-1,114,142-100%$22.7M———
Federated Hermes, Inc.
N/A—1,105,845-1,105,845-100%$22.5M———
Franklin Resources Inc
N/A—1,061,928-1,061,928-100%$21.6M———
Estate Counselors, LLC
N/A—1,047,578-1,047,578-100%$21.3M———
Neuberger Berman Group LLC
N/A—927,680-927,680-100%$18.9M———
Royal Bank of Canada
N/A—913,296-913,296-100%$18.6M———
Trajan Wealth LLC
N/A—907,709-907,709-100%$18.5M———
Inspire Advisors, LLC
N/A—891,983-891,983-100%$18.2M———
Cetera Investment Advisers
N/A—864,110-864,110-100%$17.6M———
Cresset Asset Management, LLC
N/A—846,767-846,767-100%$17.2M———
Schroder Investment Management Group
N/A—799,904-799,904-100%$16.2M———
One William Street Capital Management, L.P.
N/A—770,977-770,977-100%$15.7M———
CIBC Bancorp USA Inc.
N/A—764,490-764,490-100%$15.6M———
Guggenheim Capital LLC
N/A—751,918-751,918-100%$15.3M———
National Bank of Canada
N/A—746,076-746,076-100%$15.2M———
Endurance Services Ltd
N/A—743,494-743,494-100%$15.1M———
MML Investors Services, LLC
N/A—728,629-728,629-100%$14.8M———
Foundations Investment Advisors, LLC
N/A—648,495-648,495-100%$13.2M———
Courage Capital Management LLC
N/A—648,000-648,000-100%$13.2M———
Bank of Montreal
N/A—574,314-574,314-100%$11.7M———
Prudential PLC
N/A—567,826-567,826-100%$11.6M———
CIM, LLC
N/A—554,155-554,155-100%$11.3M———
Victory Capital Management Inc
N/A—552,296-552,296-100%$11.3M———
Wealthspire Retirement, LLC
N/A—486,637-486,637-100%$9.9M———
British Columbia Investment Management Corp
N/A—485,000-485,000-100%$9.9M———
APG Asset Management US Inc.
N/A—480,000-480,000-100%$9.8M———
SEI Investments Co
N/A—472,695-472,695-100%$9.6M———
UBS Asset Management Americas LLC
N/A—452,885-452,885-100%$9.2M———
BFC Planning, Inc.
N/A—448,760-448,760-100%$9.1M———
Raymond James Financial Inc
N/A—433,417-433,417-100%$8.8M———
Permanens Capital L.P.
N/A—432,210-432,210-100%$8.8M———
Northwestern Mutual Wealth Management Co
N/A—410,148-410,148-100%$8.4M———
Janney Montgomery Scott LLC
N/A—372,128-372,128-100%$7.6M———
PPM America Inc
N/A—360,000-360,000-100%$7.3M———
SAM Advisors, LLC
N/A—330,241-330,241-100%$6.7M———
Envestnet Portfolio Solutions, Inc.
N/A—299,236-299,236-100%$6.1M———
Baird Financial Group, Inc.
N/A—283,495-283,495-100%$5.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—282,643-282,643-100%$5.8M———
Stephens Inc
N/A—273,015-273,015-100%$5.6M———
Macquarie Group LTD
N/A—250,000-250,000-100%$5.1M———
Nomura Asset Management International Inc.
N/A—250,000-250,000-100%$5.1M———
Piedmont Capital Management, LLC
N/A—245,326-245,326-100%$5.0M———
Centiva Capital, LP
N/A—239,233-239,233-100%$4.9M———
Trustmark Bank Trust Department
N/A—238,895-238,895-100%$4.9M———
Group One Trading LLC
N/A—220,941-220,941-100%$4.5M———
Ausdal Financial Partners, Inc.
N/A—208,580-208,580-100%$4.2M———
AE Wealth Management LLC
N/A—202,301-202,301-100%$4.1M———
Matrix Private Capital Group LLC
N/A—169,332-169,332-100%$3.4M———
1832 Asset Management L.P.
N/A—166,095-166,095-100%$3.4M———
Quadrature Capital Ltd
N/A—165,628-165,628-100%$3.4M———
Mutual Advisors, LLC
N/A—162,678-162,678-100%$3.3M———
Mount Lucas Management LP
N/A—162,045-162,045-100%$3.3M———
Mariner, LLC
N/A—159,129-159,129-100%$3.2M———
Mercer Global Advisors Inc
N/A—159,058-159,058-100%$3.2M———
Winthrop Partners - WNY, LLC
N/A—158,253-158,253-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—152,244-152,244-100%$3.1M———
Osborne Partners Capital Management, LLC
N/A—149,975-149,975-100%$3.1M———
Strategic Financial Partners, Ltd.
N/A—147,604-147,604-100%$3.0M———
National Philanthropic Trust
N/A—143,061-143,061-100%$2.9M———
Impact Partnership Wealth, LLC
N/A—142,291-142,291-100%$2.9M———
Clark Capital Management Group, Inc.
N/A—136,271-136,271-100%$2.8M———
Jones Financial Companies Lllp
N/A—133,572-133,572-100%$2.7M———
Destination Wealth Management
N/A—133,546-133,546-100%$2.7M———
Stifel Financial Corp
N/A—133,511-133,511-100%$2.7M———
American Beacon Advisors, Inc.
N/A—126,700-126,700-100%$2.6M———
Sykon Capital LLC
N/A—126,445-126,445-100%$2.6M———
HighTower Advisors, LLC
N/A—126,382-126,382-100%$2.6M———
Western Wealth Management, LLC
N/A—116,355-116,355-100%$2.4M———
Castlekeep Investment Advisors LLC
N/A—102,771-102,771-100%$2.1M———
Global Retirement Partners, LLC
N/A—102,078-102,078-100%$2.1M———
Private Advisor Group, LLC
N/A—98,233-98,233-100%$2.0M———
NewEdge Advisors, LLC
N/A—85,414-85,414-100%$1.7M———
Exit Wealth Advisors, Llc.
N/A—84,516-84,516-100%$1.7M———
Advisory Alpha, LLC
N/A—82,005-82,005-100%$1.7M———
Tidal Investments LLC
N/A—76,557-76,557-100%$1.6M———
Waverly Advisors, LLC
N/A—75,878-75,878-100%$1.5M———
Wealthfront Advisers LLC
N/A—73,648-73,648-100%$1.5M———
Marble Wealth, LLC
N/A—73,206-73,206-100%$1.5M———
Old Mission Capital LLC
N/A—70,480-70,480-100%$1.4M———
Pinnacle Financial Partners, Inc.
N/A—66,022-66,022-100%$1.3M———
HRT Financial LP
N/A—64,919-64,919-100%$1.3M———
Ashford Capital Management Inc
N/A—61,256-61,256-100%$1.2M———
Walleye Trading LLC
N/A—59,758-59,758-100%$1.2M———
Two Sigma Securities, LLC
N/A—58,943-58,943-100%$1.2M———
CI Investments Inc.
N/A—58,850-58,850-100%$1.2M———
NorthCoast Asset Management LLC
N/A—56,947-56,947-100%$1.2M———
Hillsdale Investment Management Inc.
N/A—56,310-56,310-100%$1.1M———
Equitable Holdings, Inc.
N/A—56,162-56,162-100%$1.1M———
WCG Wealth Advisors LLC
N/A—55,403-55,403-100%$1.1M———
&partners
N/A—55,083-55,083-100%$1.1M———
Virtus Fixed Income Advisers, LLC
N/A—54,195-54,195-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—54,085-54,085-100%$1.1M———
Invst, LLC
N/A—51,573-51,573-100%$1.1M———
Cary Street Partners Financial LLC
N/A—50,568-50,568-100%$1.0M———
Garden State Investment Advisory Services LLC
N/A—50,240-50,240-100%$1.0M———
Simmons Bank
N/A—49,750-49,750-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—46,381-46,381-100%$944.8K———
World Investment Advisors
N/A—45,850-45,850-100%$935.8K———
Kingsview Wealth Management, LLC
N/A—45,259-45,259-100%$921.9K———
IAM Advisory, LLC
N/A—45,119-45,119-100%$919.1K———
Orion Porfolio Solutions, LLC
N/A—45,047-45,047-100%$917.6K———
MAI Capital Management
N/A—43,451-43,451-100%$885.1K———
Crabel Capital Management, LLC
N/A—43,105-43,105-100%$878.0K———
First Trust Advisors LP
N/A—42,648-42,648-100%$868.7K———
Commerce Bank
N/A—40,634-40,634-100%$827.7K———
Intrust Bank NA
N/A—40,404-40,404-100%$823.0K———
Brookwood Investment Group LLC
N/A—40,154-40,154-100%$817.9K———
Arkadios Wealth Advisors
N/A—39,380-39,380-100%$802.2K———
Whittier Trust Co of Nevada Inc
N/A—39,260-39,260-100%$801.7K———
OneDigital Investment Advisors LLC
N/A—38,497-38,497-100%$784.2K———
Focus Partners Wealth
N/A—38,374-38,374-100%$781.7K———
Summit Financial, LLC
N/A—37,947-37,947-100%$773.0K———
Hilltop Holdings Inc.
N/A—37,328-37,328-100%$760.4K———
Insigneo Advisory Services, LLC
N/A—36,267-36,267-100%$738.8K———
Advisory Services Network, LLC
N/A—36,015-36,015-100%$733.6K———
Continental Investors Services, Inc.
N/A—34,317-34,317-100%$702.8K———
DV Trading LLC
N/A—34,202-34,202-100%$696.7K———
Mittelman Wealth Management
N/A—33,948-33,948-100%$3.1M———
SageView Advisory Group, LLC
N/A—32,865-32,865-100%$669.5K———
Sovereign Financial Group, Inc.
N/A—32,247-32,247-100%$656.9K———
Advyzon Investment Management, LLC
N/A—31,997-31,997-100%$651.8K———
Pasadena Private Wealth, LLC
N/A—30,250-30,250-100%$616.2K———
HSBC Holdings PLC
N/A—29,847-29,847-100%$608.0K———
Ameritas Advisory Services, LLC
N/A—29,508-29,508-100%$601.1K———
Captrust Financial Advisors
N/A—29,280-29,280-100%$596.4K———
Operose Advisors LLC
N/A—29,085-29,085-100%$592.5K———
Fort Sheridan Advisors LLC
N/A—28,704-28,704-100%$584.7K———
XTX Topco Ltd
N/A—28,345-28,345-100%$577.4K———
Oder Investment Management, LLC
N/A—27,760-27,760-100%$565.5K———
Stelac Advisory Services LLC
N/A—26,358-26,358-100%$536.9K———
Savvy Advisors, Inc.
N/A—26,063-26,063-100%$530.9K———
Tower Research Capital LLC (TRC)
N/A—25,220-25,220-100%$513.7K———
Everpar Advisors LLC
N/A—24,599-24,599-100%$501.1K———
Gateway Wealth Partners, LLC
N/A—24,178-24,178-100%$492.5K———
Composition Wealth, LLC
N/A—22,894-22,894-100%$466.4K———
Principal Securities, Inc.
N/A—20,318-20,318-100%$413.9K———
Rothschild Investment LLC
N/A—19,790-19,790-100%$403.1K———
Galilei Investment Office LLP
N/A—19,600-19,600-100%$399.3K———
J Hagan Capital, Inc.
N/A—19,241-19,241-100%$391.9K———
Sequent Planning LLC
N/A—19,111-19,111-100%$389.3K———
Readystate Asset Management LP
N/A—18,768-18,768-100%$382.3K———
Snowden Capital Advisors LLC
N/A—18,561-18,561-100%$378.1K———
Centaurus Financial, Inc.
N/A—18,412-18,412-100%$375.0K———
Everstar Asset Management, LLC
N/A—18,400-18,400-100%$374.8K———
Dimension Capital Management LLC
N/A—17,840-17,840-100%$363.4K———
Adams Wealth Management
N/A—17,597-17,597-100%$358.5K———
CacheTech Inc.
N/A—17,597-17,597-100%$358.5K———
Qube Research & Technologies Ltd
N/A—17,257-17,257-100%$351.5K———
Choate Investment Advisors
N/A—16,810-16,810-100%$342.4K———
Croban
N/A—16,704-16,704-100%$340.1K———
Sanctuary Advisors, LLC
N/A—16,679-16,679-100%$339.8K———
Blair William & Co
N/A—16,604-16,604-100%$338.2K———
Kovack Advisors, Inc.
N/A—16,020-16,020-100%$326.3K———
Nwam LLC
N/A—15,924-15,924-100%$324.4K———
Regal Investment Advisors LLC
N/A—15,612-15,612-100%$318.0K———
OneAscent Financial Services LLC
N/A—15,156-15,156-100%$308.7K———
Harbour Investments, Inc.
N/A—14,897-14,897-100%$303.4K———
Mission Hills Financial Advisory, LLC
N/A—13,994-13,994-100%$285.1K———
Aptus Capital Advisors, LLC
N/A—13,787-13,787-100%$280.8K———
Sequoia Financial Advisors, LLC
N/A—13,422-13,422-100%$273.4K———
Cascade Financial Partners, LLC
N/A—13,415-13,415-100%$273.3K———
Hexagon Capital Partners LLC
N/A—12,623-12,623-100%$257.1K———
United Capital Financial Advisors, LLC
N/A—12,269-12,269-100%$249.7K———
PFG Investments, LLC
N/A—12,032-12,032-100%$245.1K———
Alliancebernstein L.P.
N/A—11,665-11,665-100%$238.1K———
Gladstone Institutional Advisory LLC
N/A—11,324-11,324-100%$230.7K———
GTS Securities LLC
N/A—11,292-11,292-100%$230.0K———
Mainstay Capital Management LLC
N/A—10,387-10,387-100%$211.6K———
Hilltop Wealth Advisors, LLC
N/A—9,935-9,935-100%$202.4K———
Thompson David Blair
N/A—9,869-9,869-100%$201.0K———
Betterment LLC
N/A—9,840-9,840-100%$200.0K———
Nuveen, LLC
N/A—9,690-9,690-100%$475.7K———
Continuum Advisory, LLC
N/A—8,609-8,609-100%$175.4K———
Geneos Wealth Management Inc.
N/A—8,452-8,452-100%$172.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,997-7,997-100%$162.9K———
Advisors Asset Management, Inc.
N/A—7,297-7,297-100%$148.6K———
Highland Investment Advisors LLC
N/A—6,888-6,888-100%$140.3K———
Cliffwater LLC
N/A—5,902-5,902-100%$120.2K———
Coppell Advisory Solutions LLC
N/A—5,089-5,089-100%$2.2M———
IFG Advisory, LLC
N/A—4,805-4,805-100%$97.9K———
Hantz Financial Services, Inc.
N/A—4,616-4,616-100%$94.0K———
Forum Finance Group S.A.
N/A—4,515-4,515-100%$74———
Strive Financial Group,LLC
N/A—4,134-4,134-100%$84.2K———
LGT Financial Advisors LLC
N/A—4,101-4,101-100%$83.5K———
Icon Advisers Inc
N/A—3,522-3,522-100%$71.7K———
Synergy Investment Management, LLC
N/A—3,401-3,401-100%$69.3K———
Capital Analysts, LLC
N/A—3,362-3,362-100%$68.0K———
Howe & Rusling Inc
N/A—3,204-3,204-100%$65.3K———
Bogart Wealth, LLC
N/A—2,791-2,791-100%$56.9K———
Federation des caisses Desjardins du Quebec
N/A—2,540-2,540-100%$51.7K———
FMR LLC
N/A—2,409-2,409-100%$49.1K———
Purpose Unlimited Inc.
N/A—2,307-2,307-100%$47.8K———
Smartleaf Asset Management LLC
N/A—1,913-1,913-100%$38.8K———
Front Row Advisors LLC
N/A—1,911-1,911-100%$39.2K———
Ameritas Investment Partners, Inc.
N/A—1,746-1,746-100%$35.6K———
Greykasell Wealth Strategies, Inc.
N/A—1,650-1,650-100%$33.6K———
SOA Wealth Advisors, Llc.
N/A—1,447-1,447-100%$29.5K———
Ameriflex Group, Inc.
N/A—1,158-1,158-100%$23.6K———
Medallion Wealth Advisors, LLC
N/A—1,050-1,050-100%$21.4K———
Glen Eagle Advisors, LLC
N/A—908-908-100%$18.5K———
Topsail Wealth Management, LLC
N/A—560-560-100%$11.4K———
SHP Wealth Management
N/A—497-497-100%$10.1K———
Mark Sheptoff Financial Planning, LLC
N/A—480-480-100%$9.8K———
Arax Advisory Partners
N/A—365-365-100%$7.4K———
WealthShield Partners, LLC
N/A—273-273-100%$5.6K———
New England Asset Management Inc
N/A—245-245-100%$5.0K———
Strategic Wealth Partners, Ltd.
N/A—237-237-100%$4.8K———
Atlantic Union Bankshares Corp
N/A—233-233-100%$4.7K———
Webster Bank, N. A.
N/A—175-175-100%$3.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—106-106-100%$2.2K———
PlanVest Financial, Inc
N/A—16-16-100%$330———
Huntington National Bank
N/A—1-1-100%$20———
Westfuller Advisors, LLC
N/A—00—$4———
Showing 544 of 544 institutions