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Ishares Msci Canada ETF (EWC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares2,039,365 from 1,935,629
Change+103,736 (+5%)
Value$119.1M (+$7.5M)
Filed 2026-10-21
Asset Management One Co., Ltd.
DECREASED
Shares1,923,171 from 1,932,267
Change-9,096 (0%)
Value$112.3M (+$898.9K)
Filed 2026-10-27
Stairway Partners, LLC
DECREASED
Shares819,917 from 819,964
Change-47 (0%)
Value$47.9M (+$604.0K)
Filed 2026-10-02
Strs Ohio
DECREASED
Shares665,600 from 815,600
Change-150,000 (-18%)
Value$38.9M (-$8.2M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares558,864 from 558,743
Change+121 (+0%)
Value$32.6M (+$364.6K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares509,330 from 433,145
Change+76,185 (+18%)
Value$29.7M (+$4.8M)
Filed 2026-11-04
Catalyst Capital Advisors LLC
INCREASED
Shares487,107 from 432,256
Change+54,851 (+13%)
Value$28.4M (+$3.5M)
Filed 2026-11-02
Summit Rock Advisors, LP
DECREASED
Shares460,458 from 511,329
Change-50,871 (-10%)
Value$26.9M (-$2.6M)
Filed 2026-10-15
Ocean Park Asset Management, LLC
INCREASED
Shares298,545 from 297,846
Change+699 (+0%)
Value$17.4M (+$261.2K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares284,402 from 5,248
Change+279,154 (+5319%)
Value$16.6M (+$16.3M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares215,432 from 159,019
Change+56,413 (+35%)
Value$12.6M (+$3.4M)
Filed 2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED
Shares203,000 from 203,000
Change0 (0%)
Value$11.9M (+$150.2K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares185,910 from 153,123
Change+32,787 (+21%)
Value$10.9M (+$2.0M)
Filed 2026-10-08
Lockheed Martin Investment Management Co
UNCHANGED
Shares134,800 from 134,800
Change0 (0%)
Value$7.9M (+$99.8K)
Filed 2026-11-04
Sentinel Pension Advisors, LLC
UNCHANGED
Shares125,550 from 125,550
Change0 (0%)
Value$7.3M (-$134.3K)
Filed 2026-11-02
Ascent Group, LLC
INCREASED
Shares101,869 from 96,454
Change+5,415 (+6%)
Value$5.9M (+$387.5K)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares99,050 from 96,272
Change+2,778 (+3%)
Value$5.8M (+$233.4K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares89,596 from 111,875
Change-22,279 (-20%)
Value$5.2M (-$1.2M)
Filed 2026-11-05
Wakefield Asset Management Lllp
INCREASED
Shares83,744 from 81,564
Change+2,180 (+3%)
Value$4.9M (+$187.6K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
DECREASED
Shares79,725 from 104,864
Change-25,139 (-24%)
Value$4.7M (-$1.4M)
Filed 2026-10-16
Colton Groome Financial Advisors, LLC
INCREASED
Shares71,565 from 67,836
Change+3,729 (+6%)
Value$4.2M (+$267.9K)
Filed 2026-10-06
Monument Capital Management
INCREASED
Shares71,340 from 70,250
Change+1,090 (+2%)
Value$4.2M (+$115.6K)
Filed 2026-10-09
Sava Infond d.o.o.
DECREASED
Shares66,500 from 133,000
Change-66,500 (-50%)
Value$3.9M (-$3.8M)
Filed 2026-10-28
Ameraudi Asset Management, Inc.
DECREASED
Shares61,777 from 62,314
Change-537 (-1%)
Value$3.6M (+$14.8K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED
Shares59,445 from 12,405
Change+47,040 (+379%)
Value$3.5M (+$2.8M)
Filed 2026-11-05
State of Wyoming
UNCHANGED
Shares52,738 from 52,738
Change0 (0%)
Value$3.1M (+$39.0K)
Filed 2026-10-28
Lmcg Investments, LLC
DECREASED
Shares52,131 from 53,468
Change-1,337 (-2%)
Value$3.0M (-$38.5K)
Filed 2026-10-21
Cumberland Advisors Inc
DECREASED
Shares48,430 from 50,070
Change-1,640 (-3%)
Value$2.8M (-$58.7K)
Filed 2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
UNCHANGED
Shares46,350 from 46,350
Change0 (0%)
Value$2.7M (+$34.3K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares44,360 from 41,112
Change+3,248 (+8%)
Value$2.6M (+$220.0K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares43,204 from 47,323
Change-4,119 (-9%)
Value$2.5M (-$206.0K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares42,122 from 40,955
Change+1,167 (+3%)
Value$2.5M (+$98.0K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares41,457 from 22,888
Change+18,569 (+81%)
Value$2.4M (+$1.1M)
Filed 2026-10-16
Albion Financial Group
UNCHANGED
Shares39,000 from 39,000
Change0 (0%)
Value$2.3M (+$28.9K)
Filed 2026-10-21
Midwest Trust Co
NEW
Shares33,830
Change+33,830
Value$2.0M
Filed 2026-10-22
Creative Planning
INCREASED
Shares33,500 from 22,784
Change+10,716 (+47%)
Value$2.0M (+$642.5K)
Filed 2026-11-02
Providence First Trust Co
INCREASED
Shares31,782 from 30,706
Change+1,076 (+4%)
Value$1.9M (+$85.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares31,036 from 26,814
Change+4,222 (+16%)
Value$1.8M (+$237.4K)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares30,586 from 23,180
Change+7,406 (+32%)
Value$1.8M (+$449.5K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares29,242 from 9,576
Change+19,666 (+205%)
Value$1.7M (+$1.2M)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
DECREASED
Shares29,227 from 29,502
Change-275 (-1%)
Value$1.7M (+$5.8K)
Filed 2026-10-05
iA Global Asset Management Inc.
INCREASED
Shares26,129 from 13,485
Change+12,644 (+94%)
Value$1.5M (+$748.0K)
Filed 2026-10-29
Nvwm, LLC
INCREASED
Shares25,939 from 25,051
Change+888 (+4%)
Value$1.5M (+$70.4K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
NEW
Shares25,373
Change+25,373
Value$1.5M
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares22,868 from 23,668
Change-800 (-3%)
Value$1.3M (-$29.1K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares21,008 from 14,904
Change+6,104 (+41%)
Value$1.2M (+$367.4K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares20,971 from 20,679
Change+292 (+1%)
Value$1.2M (+$32.3K)
Filed 2026-11-04
Greenspring Advisors, LLC
UNCHANGED
Shares19,793 from 19,793
Change0 (0%)
Value$1.2M (+$14.6K)
Filed 2026-11-05
Solstein Capital, LLC
UNCHANGED
Shares18,622 from 18,622
Change0 (0%)
Value$1.1M (+$13.8K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares18,483 from 18,483
Change0 (0%)
Value$1.1M (+$13.7K)
Filed 2026-10-30
Daiwa Securities Group Inc.
DECREASED
Shares17,544 from 19,953
Change-2,409 (-12%)
Value$1.0M (-$125.9K)
Filed 2026-10-29
Cardinal Point Capital Management ULC
DECREASED
Shares15,016 from 19,603
Change-4,587 (-23%)
Value$876.6K (-$253.3K)
Filed 2026-10-21
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares12,810 from 4,426
Change+8,384 (+189%)
Value$747.8K (+$492.7K)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares12,428 from 13,246
Change-818 (-6%)
Value$725.5K (-$38.0K)
Filed 2026-10-05
Curbstone Financial Management Corp
UNCHANGED
Shares10,580 from 10,580
Change0 (0%)
Value$617.7K (+$7.8K)
Filed 2026-10-21
Pictet North America Advisors SA
UNCHANGED
Shares10,553 from 10,553
Change0 (0%)
Value$616.1K (+$7.8K)
Filed 2026-10-21
Boltwood Capital Management
INCREASED
Shares10,500 from 9,000
Change+1,500 (+17%)
Value$613.0K (+$94.2K)
Filed 2026-10-02
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares10,452 from 10,378
Change+74 (+1%)
Value$610.2K (+$12.0K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares10,361 from 10,398
Change-37 (0%)
Value$604.9K (+$5.5K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED
Shares10,023 from 11,385
Change-1,362 (-12%)
Value$585.1K (-$71.1K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares9,789 from 8,838
Change+951 (+11%)
Value$571.5K (+$62.1K)
Filed 2026-10-08
Maia Wealth LLC
DECREASED
Shares9,783 from 9,815
Change-32 (0%)
Value$571.1K (+$5.4K)
Filed 2026-10-19
Diversified Enterprises, LLC
NEW
Shares9,264
Change+9,264
Value$540.8K
Filed 2026-10-19
Hendershot Investments Inc.
UNCHANGED
Shares8,844 from 8,844
Change0 (0%)
Value$516.3K (+$6.5K)
Filed 2026-11-05
Smart Wealth LLC
DECREASED
Shares8,505 from 9,787
Change-1,282 (-13%)
Value$496.5K (-$67.6K)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares8,448
Change+8,448
Value$493.2K
Filed 2026-10-16
Sterling Investment Counsel, LLC
INCREASED
Shares8,062 from 7,900
Change+162 (+2%)
Value$470.7K (+$15.3K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares7,595 from 7,574
Change+21 (+0%)
Value$443.4K (+$6.8K)
Filed 2026-10-28
TFB Advisors LLC
DECREASED
Shares7,508 from 7,684
Change-176 (-2%)
Value$438.3K (-$4.6K)
Filed 2026-11-02
Ramiah Investment Group
DECREASED
Shares7,353 from 10,334
Change-2,981 (-29%)
Value$429.3K (-$166.4K)
Filed 2026-10-20
Cordoba Advisory Partners LLC
UNCHANGED
Shares7,294 from 7,294
Change0 (0%)
Value$425.8K (+$5.4K)
Filed 2026-10-19
Cookson Peirce & Co Inc
INCREASED
Shares7,282 from 7,030
Change+252 (+4%)
Value$425.1K (+$19.9K)
Filed 2026-10-30
James Investment Research, Inc.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$408.7K (+$5.2K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares6,940 from 5,442
Change+1,498 (+28%)
Value$405.2K (+$91.5K)
Filed 2026-11-02
Vontobel Holding Ltd.
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$402.2K (+$5.1K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
INCREASED
Shares6,843 from 6,243
Change+600 (+10%)
Value$399.5K (+$39.6K)
Filed 2026-10-27
Retirement Planning Group, LLC
INCREASED
Shares6,691 from 5,969
Change+722 (+12%)
Value$390.6K (+$46.6K)
Filed 2026-10-19
Creekside Partners
DECREASED
Shares6,214 from 6,641
Change-427 (-6%)
Value$362.8K (-$20.0K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares5,954 from 6,075
Change-121 (-2%)
Value$347.6K (-$2.6K)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares5,850 from 1,826
Change+4,024 (+220%)
Value$341.5K (+$236.3K)
Filed 2026-10-27
Center For Asset Management LLC
DECREASED
Shares5,812 from 13,583
Change-7,771 (-57%)
Value$339.4K (-$443.6K)
Filed 2026-10-16
Wedmont Private Capital
INCREASED
Shares5,500 from 4,558
Change+942 (+21%)
Value$320.8K (+$53.4K)
Filed 2026-10-09
Ifrah Financial Services, Inc.
DECREASED
Shares5,456 from 5,611
Change-155 (-3%)
Value$318.5K (-$4.9K)
Filed 2026-10-13
Kaizen Financial Strategies
INCREASED
Shares5,410 from 5,210
Change+200 (+4%)
Value$315.8K (+$15.4K)
Filed 2026-10-09
Richardson Financial Services Inc.
INCREASED
Shares5,178 from 4,879
Change+299 (+6%)
Value$302.3K (+$21.1K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
NEW
Shares5,156
Change+5,156
Value$301.0K
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares4,911
Change+4,911
Value$286.7K
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares4,883 from 4,883
Change0 (0%)
Value$285.1K (+$3.6K)
Filed 2026-10-29
Yoffe Investment Management, LLC
UNCHANGED
Shares4,869 from 4,869
Change0 (0%)
Value$284.3K (+$3.6K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares4,818 from 4,744
Change+74 (+2%)
Value$281.3K (+$7.8K)
Filed 2026-10-09
Lunt Capital Management, Inc.
DECREASED
Shares4,752 from 4,765
Change-13 (0%)
Value$277.4K (+$2.8K)
Filed 2026-10-30
JGP Wealth Management, LLC
DECREASED
Shares4,649 from 5,718
Change-1,069 (-19%)
Value$271.4K (-$58.2K)
Filed 2026-10-13
Retiremitten Financial LLC
NEW
Shares4,634
Change+4,634
Value$285.0K
Filed 2026-11-05
Simplicity Wealth,LLC
NEW
Shares4,611
Change+4,611
Value$269.2K
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares4,519 from 3,653
Change+866 (+24%)
Value$270.7K (+$56.5K)
Filed 2026-10-20
Perigon Wealth Management, LLC
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$257.5K (+$3.3K)
Filed 2026-10-22
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares4,333 from 4,402
Change-69 (-2%)
Value$253.0K (-$771)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares4,302 from 4,189
Change+113 (+3%)
Value$251.2K (+$9.7K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
NEW
Shares3,868
Change+3,868
Value$225.8K
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares3,862 from 3,861
Change+1 (+0%)
Value$225.4K (+$2.9K)
Filed 2026-10-23
Americana Partners, LLC
UNCHANGED
Shares3,776 from 3,776
Change0 (0%)
Value$220.4K (+$2.8K)
Filed 2026-10-28
August Group Capital Ltd
DECREASED
Shares3,626 from 3,703
Change-77 (-2%)
Value$211.7K (-$1.8K)
Filed 2026-10-14
Legacy Financial Independent Advisors LLC
NEW
Shares3,597
Change+3,597
Value$210.0K
Filed 2026-11-02
Ignite Planners, LLC
NEW
Shares3,482
Change+3,482
Value$201.5K
Filed 2026-10-14
Cadinha & Co LLC
DECREASED
Shares3,455 from 160,666
Change-157,211 (-98%)
Value$201.7K (-$9.1M)
Filed 2026-10-22
Quadrant Capital Group LLC
DECREASED
Shares3,406 from 5,371
Change-1,965 (-37%)
Value$204.1K (-$105.5K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED
Shares3,100 from 3,300
Change-200 (-6%)
Value$181.0K (-$9.2K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
DECREASED
Shares2,828 from 2,830
Change-2 (0%)
Value$165.1K (+$2.0K)
Filed 2026-10-05
Activest Wealth Management
NEW
Shares2,238
Change+2,238
Value$130.7K
Filed 2026-10-15
Viewpoint Capital Management LLC
INCREASED
Shares2,100 from 900
Change+1,200 (+133%)
Value$122.6K (+$70.7K)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$112.2K (+$982)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares1,387 from 1,418
Change-31 (-2%)
Value$81.0K (-$761)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares1,384
Change+1,384
Value$80.8K
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares1,336 from 1,224
Change+112 (+9%)
Value$78.0K (+$7.4K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,268 from 1,980
Change-712 (-36%)
Value$74.0K (-$40.1K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares1,160 from 1,163
Change-3 (0%)
Value$67.7K (+$686)
Filed 2026-10-08
Guardian Partners Inc.
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$64.1K (+$812)
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$58.4K (+$740)
Filed 2026-10-21
Eastern Bank
DECREASED
Shares952 from 2,007
Change-1,055 (-53%)
Value$55.6K (-$60.1K)
Filed 2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$49.6K (+$629)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$46.7K (+$592)
Filed 2026-10-22
Mascoma Wealth Management LLC
NEW
Shares772
Change+772
Value$45.1K
Filed 2026-10-23
Rossby Financial, LCC
DECREASED
Shares726 from 895
Change-169 (-19%)
Value$42.4K (-$9.2K)
Filed 2026-11-05
Reap Financial Group, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$39.8K (+$504)
Filed 2026-11-02
City Holding Co
NEW
Shares675
Change+675
Value$39.4K
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$36.0K (+$456)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$29.5K (+$373)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.2K (+$370)
Filed 2026-10-07
Atwood & Palmer Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.2K (+$370)
Filed 2026-10-08
Cornerstone National Bank & Trust Co
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$26.3K (+$276)
Filed 2026-10-20
DecisionPoint Financial, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$25.9K (+$271)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares436 from 431
Change+5 (+1%)
Value$25.8K (+$912)
Filed 2026-10-30
Olistico Wealth, LLC
NEW
Shares415
Change+415
Value$24.2K
Filed 2026-10-05
Security National Bank
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$23.9K (+$302)
Filed 2026-10-26
Centerpoint Advisors, LLC
NEW
Shares400
Change+400
Value$23
Filed 2026-11-05
Alpine Bank Wealth Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$23.4K (+$296)
Filed 2026-10-16
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$23.1K (+$292)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$23.1K (+$1.5K)
Filed 2026-10-30
4Thought Financial Group Inc.
INCREASED
Shares305 from 301
Change+4 (+1%)
Value$17.8K (+$444)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$16.3K (+$207)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$15.6K (+$198)
Filed 2026-11-02
Breakwater Investment Management
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$14.1K (+$179)
Filed 2026-10-20
Angeles Wealth Management, LLC
NEW
Shares201
Change+201
Value$11.7K
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.7K (+$148)
Filed 2026-10-30
Signature Equity Partners, LLC
NEW
Shares198
Change+198
Value$11.6K
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares192
Change+192
Value$11.2K
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares180
Change+180
Value$10.5K
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares161 from 176
Change-15 (-9%)
Value$9 (-$1)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW
Shares152
Change+152
Value$8.9K
Filed 2026-10-15
Creative Capital Management Investments LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$7.3K (+$93)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$6.2K (+$78)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$5.1K (+$65)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares67 from 73
Change-6 (-8%)
Value$3.9K (-$299)
Filed 2026-10-29
Cape Investment Advisory, Inc.
NEW
Shares62
Change+62
Value$3.6K
Filed 2026-10-13
Tradewinds Capital Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$3.3K (+$41)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares43 from 65
Change-22 (-34%)
Value$2.5K (-$1.2K)
Filed 2026-10-15
Beacon Financial Strategies Corp
NEW
Shares36
Change+36
Value$2.1K
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares33 from 112
Change-79 (-71%)
Value$1.9K (-$4.5K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares28
Change+28
Value$1.6K
Filed 2026-10-21
CX Institutional
NEW
Shares26
Change+26
Value$2
Filed 2026-10-02
Nfsg Corp
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$528 (+$7)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares7 from 3
Change+4 (+133%)
Value$409 (+$236)
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$241 (+$10)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$176 (+$3)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 34,825
Change-34,825 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
Vertex Investment Solutions Co., Ltd.
CLOSED
Shares0 from 29,700
Change-29,700 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-19
Simplex Trading, LLC
CLOSED
Shares0 from 8,661
Change-8,661 (-100%)
Value$0 (-$499.2K)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 8,642
Change-8,642 (-100%)
Value$0 (-$498.1K)
Filed 2026-11-05
Sunpointe, LLC
CLOSED
Shares0 from 4,399
Change-4,399 (-100%)
Value$0 (-$253.5K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 3,531
Change-3,531 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-27
Turn8 Private Wealth Inc.
CLOSED
Shares0 from 3,358
Change-3,358 (-100%)
Value$0 (-$193.6K)
Filed 2026-11-05
Tower View Wealth Management LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$23.1K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$14.4K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-02
AlphaCore Capital LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-04
Realta Investment Advisors
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-14
Golden State Wealth Management, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-13
Lanark Financial, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$691)
Filed 2026-10-26
SYM Financial Corp
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$634)
Filed 2026-10-26
BlackRock, Inc.
N/A
Shares— from 19,312,798
Change-19,312,798 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,125,536
Change-13,125,536 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,682,609
Change-6,682,609 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,981,865
Change-5,981,865 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,120,931
Change-3,120,931 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,184,155
Change-2,184,155 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,695,111
Change-1,695,111 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,647,793
Change-1,647,793 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,316,908
Change-1,316,908 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,218,152
Change-1,218,152 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 852,986
Change-852,986 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 797,007
Change-797,007 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 757,783
Change-757,783 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 586,484
Change-586,484 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 572,913
Change-572,913 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 554,494
Change-554,494 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 515,481
Change-515,481 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 509,622
Change-509,622 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 432,256
Change-432,256 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 396,380
Change-396,380 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 372,531
Change-372,531 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 362,062
Change-362,062 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 338,838
Change-338,838 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 331,939
Change-331,939 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 317,284
Change-317,284 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 311,800
Change-311,800 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 296,600
Change-296,600 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 296,280
Change-296,280 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 287,482
Change-287,482 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 285,087
Change-285,087 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 252,629
Change-252,629 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 221,494
Change-221,494 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 220,631
Change-220,631 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 216,907
Change-216,907 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 209,599
Change-209,599 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 204,090
Change-204,090 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 199,846
Change-199,846 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 196,488
Change-196,488 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 188,358
Change-188,358 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 186,753
Change-186,753 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 162,375
Change-162,375 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 151,352
Change-151,352 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 148,493
Change-148,493 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 147,941
Change-147,941 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 118,505
Change-118,505 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 115,586
Change-115,586 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 110,826
Change-110,826 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 109,490
Change-109,490 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 108,135
Change-108,135 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 102,833
Change-102,833 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 101,546
Change-101,546 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 100,305
Change-100,305 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 97,700
Change-97,700 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 88,274
Change-88,274 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 81,463
Change-81,463 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 77,382
Change-77,382 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 74,790
Change-74,790 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 72,538
Change-72,538 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 67,903
Change-67,903 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 67,604
Change-67,604 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 63,102
Change-63,102 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 59,340
Change-59,340 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 57,132
Change-57,132 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 55,463
Change-55,463 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 54,325
Change-54,325 (-100%)
Value—
Obsido Oy
N/A
Shares— from 51,601
Change-51,601 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 51,015
Change-51,015 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 47,259
Change-47,259 (-100%)
Value—
Barclays PLC
N/A
Shares— from 44,227
Change-44,227 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 44,203
Change-44,203 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,021
Change-43,021 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,868
Change-42,868 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 41,835
Change-41,835 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 38,560
Change-38,560 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 34,174
Change-34,174 (-100%)
Value—
Blair William & Co
N/A
Shares— from 32,333
Change-32,333 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,846
Change-31,846 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 31,464
Change-31,464 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 31,451
Change-31,451 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 30,931
Change-30,931 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 30,431
Change-30,431 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 30,194
Change-30,194 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 29,995
Change-29,995 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 29,036
Change-29,036 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 26,432
Change-26,432 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,329
Change-25,329 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 25,289
Change-25,289 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 25,103
Change-25,103 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,326
Change-24,326 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 24,155
Change-24,155 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,897
Change-23,897 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 23,558
Change-23,558 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 23,347
Change-23,347 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,361
Change-22,361 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,285
Change-21,285 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 20,666
Change-20,666 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 20,578
Change-20,578 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 19,283
Change-19,283 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,742
Change-17,742 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 17,625
Change-17,625 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 17,418
Change-17,418 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 16,587
Change-16,587 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 15,770
Change-15,770 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 15,507
Change-15,507 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 15,378
Change-15,378 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 15,318
Change-15,318 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,595
Change-14,595 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,302
Change-14,302 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 13,818
Change-13,818 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 13,406
Change-13,406 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,791
Change-12,791 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 12,531
Change-12,531 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11,915
Change-11,915 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10,849
Change-10,849 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,866
Change-9,866 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,431
Change-9,431 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 7,008
Change-7,008 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 6,052
Change-6,052 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 5,572
Change-5,572 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,512
Change-5,512 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Summitry LLC
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Central Trust Co
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
&partners
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 936
Change-936 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 887
Change-887 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 855
Change-855 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 766
Change-766 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 740
Change-740 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 600
Change-600 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 512
Change-512 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 486
Change-486 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 331
Change-331 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 317
Change-317 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 290
Change-290 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 201
Change-201 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 160
Change-160 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Assetmark, Inc
INCREASED2,039,3651,935,629+103,736+5%$111.6M$119.1M+$7.5M2026-10-21
Asset Management One Co., Ltd.
DECREASED1,923,1711,932,267-9,0960%$111.4M$112.3M+$898.9K2026-10-27
Stairway Partners, LLC
DECREASED819,917819,964-470%$47.3M$47.9M+$604.0K2026-10-02
Strs Ohio
DECREASED665,600815,600-150,000-18%$47.0M$38.9M-$8.2M2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED558,864558,743+121+0%$32.2M$32.6M+$364.6K2026-11-04
Lido Advisors, LLC
INCREASED509,330433,145+76,185+18%$25.0M$29.7M+$4.8M2026-11-04
Catalyst Capital Advisors LLC
INCREASED487,107432,256+54,851+13%$24.9M$28.4M+$3.5M2026-11-02
Summit Rock Advisors, LP
DECREASED460,458511,329-50,871-10%$29.5M$26.9M-$2.6M2026-10-15
Ocean Park Asset Management, LLC
INCREASED298,545297,846+699+0%$17.2M$17.4M+$261.2K2026-10-21
US Bancorp \de\
INCREASED284,4025,248+279,154+5319%$302.5K$16.6M+$16.3M2026-11-05
TD Waterhouse Canada Inc.
INCREASED215,432159,019+56,413+35%$9.2M$12.6M+$3.4M2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED203,000203,00000%$11.7M$11.9M+$150.2K2026-10-20
Gamma Investing LLC
INCREASED185,910153,123+32,787+21%$8.8M$10.9M+$2.0M2026-10-08
Lockheed Martin Investment Management Co
UNCHANGED134,800134,80000%$7.8M$7.9M+$99.8K2026-11-04
Sentinel Pension Advisors, LLC
UNCHANGED125,550125,55000%$7.5M$7.3M-$134.3K2026-11-02
Ascent Group, LLC
INCREASED101,86996,454+5,415+6%$5.6M$5.9M+$387.5K2026-10-30
Truist Financial Corp
INCREASED99,05096,272+2,778+3%$5.5M$5.8M+$233.4K2026-10-30
Thrivent Financial for Lutherans
DECREASED89,596111,875-22,279-20%$6.4M$5.2M-$1.2M2026-11-05
Wakefield Asset Management Lllp
INCREASED83,74481,564+2,180+3%$4.7M$4.9M+$187.6K2026-11-05
Onyx Bridge Wealth Group LLC
DECREASED79,725104,864-25,139-24%$6.0M$4.7M-$1.4M2026-10-16
Colton Groome Financial Advisors, LLC
INCREASED71,56567,836+3,729+6%$3.9M$4.2M+$267.9K2026-10-06
Monument Capital Management
INCREASED71,34070,250+1,090+2%$4.0M$4.2M+$115.6K2026-10-09
Sava Infond d.o.o.
DECREASED66,500133,000-66,500-50%$7.7M$3.9M-$3.8M2026-10-28
Ameraudi Asset Management, Inc.
DECREASED61,77762,314-537-1%$3.6M$3.6M+$14.8K2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED59,44512,405+47,040+379%$715.0K$3.5M+$2.8M2026-11-05
State of Wyoming
UNCHANGED52,73852,73800%$3.0M$3.1M+$39.0K2026-10-28
Lmcg Investments, LLC
DECREASED52,13153,468-1,337-2%$3.1M$3.0M-$38.5K2026-10-21
Cumberland Advisors Inc
DECREASED48,43050,070-1,640-3%$2.9M$2.8M-$58.7K2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
UNCHANGED46,35046,35000%$2.7M$2.7M+$34.3K2026-11-03
Trek Financial, LLC
INCREASED44,36041,112+3,248+8%$2.4M$2.6M+$220.0K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED43,20447,323-4,119-9%$2.7M$2.5M-$206.0K2026-11-02
Park Avenue Securities LLC
INCREASED42,12240,955+1,167+3%$2.4M$2.5M+$98.0K2026-10-26
Y-Intercept (Hong Kong) Ltd
INCREASED41,45722,888+18,569+81%$1.3M$2.4M+$1.1M2026-10-16
Albion Financial Group
UNCHANGED39,00039,00000%$2.2M$2.3M+$28.9K2026-10-21
Midwest Trust Co
NEW33,830—+33,830——$2.0M—2026-10-22
Creative Planning
INCREASED33,50022,784+10,716+47%$1.3M$2.0M+$642.5K2026-11-02
Providence First Trust Co
INCREASED31,78230,706+1,076+4%$1.8M$1.9M+$85.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED31,03626,814+4,222+16%$1.6M$1.8M+$237.4K2026-10-13
Citigroup Inc
INCREASED30,58623,180+7,406+32%$1.3M$1.8M+$449.5K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED29,2429,576+19,666+205%$552.0K$1.7M+$1.2M2026-10-16
Ferguson Wellman Capital Management, Inc
DECREASED29,22729,502-275-1%$1.7M$1.7M+$5.8K2026-10-05
iA Global Asset Management Inc.
INCREASED26,12913,485+12,644+94%$777.0K$1.5M+$748.0K2026-10-29
Nvwm, LLC
INCREASED25,93925,051+888+4%$1.4M$1.5M+$70.4K2026-10-14
Clear Creek Financial Management, LLC
NEW25,373—+25,373——$1.5M—2026-10-28
Commonwealth Equity Services, LLC
DECREASED22,86823,668-800-3%$1.4M$1.3M-$29.1K2026-11-02
IFP Advisors, Inc
INCREASED21,00814,904+6,104+41%$859.1K$1.2M+$367.4K2026-10-16
Csenge Advisory Group
INCREASED20,97120,679+292+1%$1.2M$1.2M+$32.3K2026-11-04
Greenspring Advisors, LLC
UNCHANGED19,79319,79300%$1.1M$1.2M+$14.6K2026-11-05
Solstein Capital, LLC
UNCHANGED18,62218,62200%$1.1M$1.1M+$13.8K2026-11-02
Spire Wealth Management
UNCHANGED18,48318,48300%$1.1M$1.1M+$13.7K2026-10-30
Daiwa Securities Group Inc.
DECREASED17,54419,953-2,409-12%$1.2M$1.0M-$125.9K2026-10-29
Cardinal Point Capital Management ULC
DECREASED15,01619,603-4,587-23%$1.1M$876.6K-$253.3K2026-10-21
Christensen, King & Associates Investment Services, Inc.
INCREASED12,8104,426+8,384+189%$255.1K$747.8K+$492.7K2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED12,42813,246-818-6%$763.5K$725.5K-$38.0K2026-10-05
Curbstone Financial Management Corp
UNCHANGED10,58010,58000%$609.8K$617.7K+$7.8K2026-10-21
Pictet North America Advisors SA
UNCHANGED10,55310,55300%$608.3K$616.1K+$7.8K2026-10-21
Boltwood Capital Management
INCREASED10,5009,000+1,500+17%$518.8K$613.0K+$94.2K2026-10-02
Lorne Steinberg Wealth Management Inc.
INCREASED10,45210,378+74+1%$598.2K$610.2K+$12.0K2026-10-23
Keybank National Association
DECREASED10,36110,398-370%$599.3K$604.9K+$5.5K2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED10,02311,385-1,362-12%$656.2K$585.1K-$71.1K2026-10-23
Farther Finance Advisors, LLC
INCREASED9,7898,838+951+11%$509.4K$571.5K+$62.1K2026-10-08
Maia Wealth LLC
DECREASED9,7839,815-320%$565.7K$571.1K+$5.4K2026-10-19
Diversified Enterprises, LLC
NEW9,264—+9,264——$540.8K—2026-10-19
Hendershot Investments Inc.
UNCHANGED8,8448,84400%$509.8K$516.3K+$6.5K2026-11-05
Smart Wealth LLC
DECREASED8,5059,787-1,282-13%$564.1K$496.5K-$67.6K2026-11-04
USA Financial Formulas
NEW8,448—+8,448——$493.2K—2026-10-16
Sterling Investment Counsel, LLC
INCREASED8,0627,900+162+2%$455.4K$470.7K+$15.3K2026-10-19
Choreo, LLC
INCREASED7,5957,574+21+0%$436.6K$443.4K+$6.8K2026-10-28
TFB Advisors LLC
DECREASED7,5087,684-176-2%$442.9K$438.3K-$4.6K2026-11-02
Ramiah Investment Group
DECREASED7,35310,334-2,981-29%$595.7K$429.3K-$166.4K2026-10-20
Cordoba Advisory Partners LLC
UNCHANGED7,2947,29400%$420.4K$425.8K+$5.4K2026-10-19
Cookson Peirce & Co Inc
INCREASED7,2827,030+252+4%$405.2K$425.1K+$19.9K2026-10-30
James Investment Research, Inc.
UNCHANGED7,0007,00000%$403.5K$408.7K+$5.2K2026-10-22
Kestra Advisory Services, LLC
INCREASED6,9405,442+1,498+28%$313.7K$405.2K+$91.5K2026-11-02
Vontobel Holding Ltd.
UNCHANGED6,8906,89000%$397.1K$402.2K+$5.1K2026-10-16
Crestwood Advisors Group, LLC
INCREASED6,8436,243+600+10%$359.8K$399.5K+$39.6K2026-10-27
Retirement Planning Group, LLC
INCREASED6,6915,969+722+12%$344.1K$390.6K+$46.6K2026-10-19
Creekside Partners
DECREASED6,2146,641-427-6%$382.8K$362.8K-$20.0K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED5,9546,075-121-2%$350.2K$347.6K-$2.6K2026-10-30
WestEnd Advisors, LLC
INCREASED5,8501,826+4,024+220%$105.3K$341.5K+$236.3K2026-10-27
Center For Asset Management LLC
DECREASED5,81213,583-7,771-57%$783.0K$339.4K-$443.6K2026-10-16
Wedmont Private Capital
INCREASED5,5004,558+942+21%$267.3K$320.8K+$53.4K2026-10-09
Ifrah Financial Services, Inc.
DECREASED5,4565,611-155-3%$323.4K$318.5K-$4.9K2026-10-13
Kaizen Financial Strategies
INCREASED5,4105,210+200+4%$300.5K$315.8K+$15.4K2026-10-09
Richardson Financial Services Inc.
INCREASED5,1784,879+299+6%$281.2K$302.3K+$21.1K2026-10-30
Cyndeo Wealth Partners, LLC
NEW5,156—+5,156——$301.0K—2026-10-16
StoneX Group Inc.
NEW4,911—+4,911——$286.7K—2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED4,8834,88300%$281.5K$285.1K+$3.6K2026-10-29
Yoffe Investment Management, LLC
UNCHANGED4,8694,86900%$280.6K$284.3K+$3.6K2026-11-02
Balefire, LLC
INCREASED4,8184,744+74+2%$273.4K$281.3K+$7.8K2026-10-09
Lunt Capital Management, Inc.
DECREASED4,7524,765-130%$274.7K$277.4K+$2.8K2026-10-30
JGP Wealth Management, LLC
DECREASED4,6495,718-1,069-19%$329.6K$271.4K-$58.2K2026-10-13
Retiremitten Financial LLC
NEW4,634—+4,634——$285.0K—2026-11-05
Simplicity Wealth,LLC
NEW4,611—+4,611——$269.2K—2026-10-23
Accurate Wealth Management, LLC
INCREASED4,5193,653+866+24%$214.2K$270.7K+$56.5K2026-10-20
Perigon Wealth Management, LLC
UNCHANGED4,4104,41000%$254.2K$257.5K+$3.3K2026-10-22
Sanchez Gaunt Capital Management, LLC
DECREASED4,3334,402-69-2%$253.7K$253.0K-$7712026-11-03
J.W. Cole Advisors, Inc.
INCREASED4,3024,189+113+3%$241.5K$251.2K+$9.7K2026-11-05
Wealthcare Advisory Partners LLC
NEW3,868—+3,868——$225.8K—2026-10-21
HB Wealth Management, LLC
INCREASED3,8623,861+1+0%$222.6K$225.4K+$2.9K2026-10-23
Americana Partners, LLC
UNCHANGED3,7763,77600%$217.6K$220.4K+$2.8K2026-10-28
August Group Capital Ltd
DECREASED3,6263,703-77-2%$213.4K$211.7K-$1.8K2026-10-14
Legacy Financial Independent Advisors LLC
NEW3,597—+3,597——$210.0K—2026-11-02
Ignite Planners, LLC
NEW3,482—+3,482——$201.5K—2026-10-14
Cadinha & Co LLC
DECREASED3,455160,666-157,211-98%$9.3M$201.7K-$9.1M2026-10-22
Quadrant Capital Group LLC
DECREASED3,4065,371-1,965-37%$309.6K$204.1K-$105.5K2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED3,1003,300-200-6%$190.2K$181.0K-$9.2K2026-11-03
Rosenberg Matthew Hamilton
DECREASED2,8282,830-20%$163.1K$165.1K+$2.0K2026-10-05
Activest Wealth Management
NEW2,238—+2,238——$130.7K—2026-10-15
Viewpoint Capital Management LLC
INCREASED2,100900+1,200+133%$51.9K$122.6K+$70.7K2026-10-27
Pacifica Partners Inc.
UNCHANGED1,9251,92500%$111.2K$112.2K+$9822026-10-09
Private Trust Co NA
DECREASED1,3871,418-31-2%$81.7K$81.0K-$7612026-10-20
Balance Wealth Partners LLC
NEW1,384—+1,384——$80.8K—2026-10-27
Signaturefd, LLC
INCREASED1,3361,224+112+9%$70.6K$78.0K+$7.4K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED1,2681,980-712-36%$114.1K$74.0K-$40.1K2026-11-03
CoreCap Advisors, LLC
DECREASED1,1601,163-30%$67.0K$67.7K+$6862026-10-08
Guardian Partners Inc.
UNCHANGED1,0981,09800%$63.3K$64.1K+$8122026-10-21
Trust Co of Vermont
UNCHANGED1,0001,00000%$57.6K$58.4K+$7402026-10-21
Eastern Bank
DECREASED9522,007-1,055-53%$115.7K$55.6K-$60.1K2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED85085000%$49.0K$49.6K+$6292026-11-03
Indiana Trust & Investment Management Co
UNCHANGED80080000%$46.1K$46.7K+$5922026-10-22
Mascoma Wealth Management LLC
NEW772—+772——$45.1K—2026-10-23
Rossby Financial, LCC
DECREASED726895-169-19%$51.6K$42.4K-$9.2K2026-11-05
Reap Financial Group, LLC
UNCHANGED68268200%$39.3K$39.8K+$5042026-11-02
City Holding Co
NEW675—+675——$39.4K—2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED61661600%$35.5K$36.0K+$4562026-10-26
Jnba Financial Advisors
UNCHANGED50550500%$29.1K$29.5K+$3732026-11-03
American National Bank & Trust
UNCHANGED50050000%$28.8K$29.2K+$3702026-10-07
Atwood & Palmer Inc
UNCHANGED50050000%$28.8K$29.2K+$3702026-10-08
Cornerstone National Bank & Trust Co
UNCHANGED45245200%$26.1K$26.3K+$2762026-10-20
DecisionPoint Financial, LLC
UNCHANGED44544500%$25.7K$25.9K+$2712026-10-27
Capital Investment Advisory Services, LLC
INCREASED436431+5+1%$24.8K$25.8K+$9122026-10-30
Olistico Wealth, LLC
NEW415—+415——$24.2K—2026-10-05
Security National Bank
UNCHANGED40940900%$23.6K$23.9K+$3022026-10-26
Centerpoint Advisors, LLC
NEW400—+400——$23—2026-11-05
Alpine Bank Wealth Management
UNCHANGED40040000%$23.1K$23.4K+$2962026-10-16
Turtle Creek Wealth Advisors, LLC
UNCHANGED39539500%$22.8K$23.1K+$2922026-10-15
Hughes Financial Services, LLC
UNCHANGED37537500%$21.6K$23.1K+$1.5K2026-10-30
4Thought Financial Group Inc.
INCREASED305301+4+1%$17.3K$17.8K+$4442026-11-02
Wolff Wiese Magana LLC
UNCHANGED27927900%$16.1K$16.3K+$2072026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED26826800%$15.4K$15.6K+$1982026-11-02
Breakwater Investment Management
UNCHANGED24224200%$13.9K$14.1K+$1792026-10-20
Angeles Wealth Management, LLC
NEW201—+201——$11.7K—2026-10-26
Compass Financial Management LLC
UNCHANGED20020000%$11.5K$11.7K+$1482026-10-30
Signature Equity Partners, LLC
NEW198—+198——$11.6K—2026-10-29
Ascentis Independent Advisors
NEW192—+192——$11.2K—2026-11-03
Meriwether Wealth & Planning, LLC
NEW180—+180——$10.5K—2026-10-13
Covestor Ltd
DECREASED161176-15-9%$10$9-$12026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW152—+152——$8.9K—2026-10-15
Creative Capital Management Investments LLC
UNCHANGED12512500%$7.2K$7.3K+$932026-10-28
Montgomery Financial Services LLC
UNCHANGED10610600%$6.1K$6.2K+$782026-11-03
Archer Investment Corp
UNCHANGED888800%$5.1K$5.1K+$652026-11-05
Salomon & Ludwin, LLC
DECREASED6773-6-8%$4.2K$3.9K-$2992026-10-29
Cape Investment Advisory, Inc.
NEW62—+62——$3.6K—2026-10-13
Tradewinds Capital Management, LLC
UNCHANGED565600%$3.2K$3.3K+$412026-10-23
Blue Trust, Inc.
DECREASED4365-22-34%$3.7K$2.5K-$1.2K2026-10-15
Beacon Financial Strategies Corp
NEW36—+36——$2.1K—2026-10-14
Avion Wealth
UNCHANGED363600%$2$2$02026-11-04
Community Financial Services Group, LLC
DECREASED33112-79-71%$6.5K$1.9K-$4.5K2026-10-15
Root Financial Partners, LLC
NEW28—+28——$1.6K—2026-10-21
CX Institutional
NEW26—+26——$2—2026-10-02
Nfsg Corp
UNCHANGED9900%$521$528+$72026-10-15
Silver Grove Financial Group, Inc.
INCREASED73+4+133%$173$409+$2362026-11-05
Mosley Wealth Management
UNCHANGED4400%$231$241+$102026-10-16
Halbert Hargrove Global Advisors, LLC
UNCHANGED3300%$173$176+$32026-10-16
Mirae Asset Global Investments Co., Ltd.
CLOSED050,000-50,000-100%$2.9M$0-$2.9M2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED034,825-34,825-100%$2.0M$0-$2.0M2026-10-16
Vertex Investment Solutions Co., Ltd.
CLOSED029,700-29,700-100%$1.7M$0-$1.7M2026-10-19
Simplex Trading, LLC
CLOSED08,661-8,661-100%$499.2K$0-$499.2K2026-11-04
Imc-Chicago, LLC
CLOSED08,642-8,642-100%$498.1K$0-$498.1K2026-11-05
Sunpointe, LLC
CLOSED04,399-4,399-100%$253.5K$0-$253.5K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED03,531-3,531-100%$203.5K$0-$203.5K2026-10-27
Turn8 Private Wealth Inc.
CLOSED03,358-3,358-100%$193.6K$0-$193.6K2026-11-05
Tower View Wealth Management LLC
CLOSED0400-400-100%$23.1K$0-$23.1K2026-10-23
AdvisorNet Financial, Inc
CLOSED0267-267-100%$15.4K$0-$15.4K2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED0250-250-100%$14.4K$0-$14.4K2026-10-27
International Assets Investment Management, LLC
CLOSED0149-149-100%$8.6K$0-$8.6K2026-11-02
AlphaCore Capital LLC
CLOSED093-93-100%$5.4K$0-$5.4K2026-11-04
Realta Investment Advisors
CLOSED089-89-100%$5.1K$0-$5.1K2026-10-14
Golden State Wealth Management, LLC
CLOSED058-58-100%$3.4K$0-$3.4K2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED040-40-100%$2.3K$0-$2.3K2026-11-04
Founders Capital Management
CLOSED025-25-100%$1.4K$0-$1.4K2026-10-13
Lanark Financial, Inc.
CLOSED012-12-100%$691$0-$6912026-10-26
SYM Financial Corp
CLOSED011-11-100%$634$0-$6342026-10-26
BlackRock, Inc.
N/A—19,312,798-19,312,798-100%$1.1B———
JPMorgan Chase & Co
N/A—13,125,536-13,125,536-100%$754.6M———
Royal Bank of Canada
N/A—6,682,609-6,682,609-100%$385.2M———
FMR LLC
N/A—5,981,865-5,981,865-100%$344.8M———
Morgan Stanley
N/A—3,120,931-3,120,931-100%$179.9M———
Bank of America Corp
N/A—2,184,155-2,184,155-100%$125.9M———
Goldman Sachs Group Inc
N/A—1,695,111-1,695,111-100%$97.7M———
Korea Investment Corp
N/A—1,647,793-1,647,793-100%$95.0M———
UBS Group AG
N/A—1,316,908-1,316,908-100%$75.9M———
Bank of Montreal
N/A—1,218,152-1,218,152-100%$70.2M———
Charles Schwab Investment Management Inc
N/A—852,986-852,986-100%$49.2M———
Victory Capital Management Inc
N/A—797,007-797,007-100%$45.9M———
Nuveen, LLC
N/A—757,783-757,783-100%$43.7M———
Ameriprise Financial Inc
N/A—586,484-586,484-100%$33.8M———
Two Sigma Investments, LP
N/A—572,913-572,913-100%$33.0M———
Metis Global Partners, LLC
N/A—554,494-554,494-100%$32.0M———
State of Tennessee, Department of Treasury
N/A—515,481-515,481-100%$29.7M———
LPL Financial LLC
N/A—509,622-509,622-100%$29.4M———
Millburn Ridgefield LLC
N/A—432,256-432,256-100%$24.9M———
GenTrust, LLC
N/A—396,380-396,380-100%$22.8M———
HighTower Advisors, LLC
N/A—372,531-372,531-100%$21.5M———
Manufacturers Life Insurance Company, the
N/A—362,062-362,062-100%$20.9M———
Pgim Custom Harvest LLC
N/A—338,838-338,838-100%$19.5M———
Millennium Management LLC
N/A—331,939-331,939-100%$19.1M———
Karpus Management, Inc.
N/A—317,284-317,284-100%$18.3M———
VPR Management LLC
N/A—311,800-311,800-100%$18.0M———
Polianta Ltd
N/A—296,600-296,600-100%$17.1K———
Wells Fargo & Company
N/A—296,280-296,280-100%$17.1M———
Susquehanna International Group, LLP
N/A—287,482-287,482-100%$16.6M———
Qube Research & Technologies Ltd
N/A—285,087-285,087-100%$16.4M———
BNP Paribas Financial Markets
N/A—252,629-252,629-100%$14.6M———
1607 Capital Partners, LLC
N/A—221,494-221,494-100%$12.8M———
HSBC Holdings PLC
N/A—220,631-220,631-100%$12.7M———
NorthCoast Asset Management LLC
N/A—216,907-216,907-100%$12.5M———
Walleye Trading LLC
N/A—209,599-209,599-100%$12.1M———
Bank of Hawaii
N/A—204,090-204,090-100%$11.8M———
D. E. Shaw & Co., Inc.
N/A—199,846-199,846-100%$11.5M———
Cetera Investment Advisers
N/A—196,488-196,488-100%$11.3M———
Strategic Investment Advisors / MI
N/A—188,358-188,358-100%$10.9M———
Allianz Asset Management GmbH
N/A—186,753-186,753-100%$10.8M———
Scotia Capital Inc.
N/A—162,375-162,375-100%$9.4M———
GTS Securities LLC
N/A—151,352-151,352-100%$8.7M———
Hilltop Partners LLC
N/A—148,493-148,493-100%$8.6M———
NewSquare Capital LLC
N/A—147,941-147,941-100%$8.5M———
Envestnet Asset Management Inc
N/A—118,505-118,505-100%$6.8M———
NewEdge Advisors, LLC
N/A—115,586-115,586-100%$6.7M———
New Vernon Capital Holdings II LLC
N/A—110,826-110,826-100%$6.4M———
Elm Partners Management LLC
N/A—109,490-109,490-100%$6.3M———
MML Investors Services, LLC
N/A—108,135-108,135-100%$6.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—102,833-102,833-100%$5.9M———
Zacks Investment Management
N/A—101,546-101,546-100%$5.9M———
Proficio Capital Partners LLC
N/A—100,305-100,305-100%$5.8M———
Soros Fund Management LLC
N/A—97,700-97,700-100%$5.6M———
National Bank of Canada
N/A—88,274-88,274-100%$5.1M———
Strategic Financial Partners, Ltd.
N/A—81,463-81,463-100%$4.7M———
Osaic Holdings, Inc.
N/A—77,382-77,382-100%$4.5M———
Federation des caisses Desjardins du Quebec
N/A—74,790-74,790-100%$4.3M———
Prosperity Consulting Group, LLC
N/A—72,538-72,538-100%$4.2M———
Northern Trust Corp
N/A—70,000-70,000-100%$4.0M———
Syon Capital LLC
N/A—67,903-67,903-100%$3.9M———
CSM Advisors, LLC
N/A—67,604-67,604-100%$3.9M———
BlueStem Wealth Partners, LLC
N/A—63,102-63,102-100%$3.6M———
Moneda S.A. Administradora General de Fondos
N/A—59,340-59,340-100%$3.4M———
HRT Financial LP
N/A—57,132-57,132-100%$3.3M———
PNC Financial Services Group, Inc.
N/A—55,463-55,463-100%$3.2M———
Acadian Asset Management LLC
N/A—54,325-54,325-100%$3.1M———
Obsido Oy
N/A—51,601-51,601-100%$3.0M———
Deutsche Bank Ag\
N/A—51,015-51,015-100%$2.9M———
Stifel Financial Corp
N/A—47,259-47,259-100%$2.7M———
Barclays PLC
N/A—44,227-44,227-100%$2.5M———
Schroder Investment Management Group
N/A—44,203-44,203-100%$2.5M———
Quantinno Capital Management LP
N/A—43,021-43,021-100%$2.5M———
Raymond James Financial Inc
N/A—42,868-42,868-100%$2.5M———
Stelac Advisory Services LLC
N/A—41,835-41,835-100%$2.4M———
Invesco Ltd.
N/A—38,560-38,560-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—34,174-34,174-100%$2.0M———
Blair William & Co
N/A—32,333-32,333-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—31,846-31,846-100%$1.8M———
AQR Capital Management LLC
N/A—31,464-31,464-100%$1.8M———
Price T Rowe Associates Inc
N/A—31,451-31,451-100%$1.8M———
Palisades Hudson Asset Management, L.P.
N/A—30,931-30,931-100%$1.8M———
Meridian Management Co
N/A—30,431-30,431-100%$1.8M———
Mercer Global Advisors Inc
N/A—30,194-30,194-100%$1.7M———
SEI Investments Co
N/A—29,995-29,995-100%$1.7M———
Legal & General Group Plc
N/A—29,036-29,036-100%$1.7M———
Planwiser Financial, LLC
N/A—26,432-26,432-100%$1.5M———
Citadel Advisors LLC
N/A—25,329-25,329-100%$1.5M———
Jain Global LLC
N/A—25,289-25,289-100%$1.5M———
SG Americas Securities, LLC
N/A—25,103-25,103-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—24,326-24,326-100%$1.4M———
RWA Wealth Partners, LLC
N/A—24,155-24,155-100%$1.4M———
Private Advisor Group, LLC
N/A—23,897-23,897-100%$1.4M———
SageView Advisory Group, LLC
N/A—23,558-23,558-100%$1.4M———
1832 Asset Management L.P.
N/A—23,347-23,347-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—22,361-22,361-100%$1.3M———
Global Retirement Partners, LLC
N/A—21,285-21,285-100%$1.2M———
Cedar Wealth Management, LLC
N/A—20,666-20,666-100%$1.2M———
Composition Wealth, LLC
N/A—20,578-20,578-100%$1.2M———
Global Endowment Management, LP
N/A—20,000-20,000-100%$1.2M———
Navellier & Associates Inc
N/A—19,283-19,283-100%$1.1M———
UBS Asset Management Americas LLC
N/A—17,742-17,742-100%$1.0M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—17,625-17,625-100%$1.0M———
Quantbot Technologies LP
N/A—17,418-17,418-100%$1.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—17,215-17,215-100%$992.3K———
Gould Asset Management LLC
N/A—16,732-16,732-100%$964.4K———
HighPoint Advisor Group LLC
N/A—16,587-16,587-100%$956.1K———
First Manhattan Co. Llc.
N/A—16,530-16,530-100%$952.8K———
Banco Santander, S.A.
N/A—15,770-15,770-100%$909.0K———
Fortis Group Advisors, LLC
N/A—15,507-15,507-100%$893.8K———
AlTi Global, Inc.
N/A—15,378-15,378-100%$886.4K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—15,318-15,318-100%$882.9K———
Point72 Asset Management, L.P.
N/A—14,929-14,929-100%$860.5K———
Advisory Services Network, LLC
N/A—14,595-14,595-100%$841.3K———
Brown Advisory Inc
N/A—14,302-14,302-100%$824.4K———
Community Bank, N.A.
N/A—13,818-13,818-100%$796.3K———
Caprock Group, LLC
N/A—13,406-13,406-100%$772.7K———
TRU Independence Asset Management 2, LLC
N/A—12,800-12,800-100%$737.8K———
Dorsey & Whitney Trust Co LLC
N/A—12,791-12,791-100%$737.3K———
Cooperman Leon G
N/A—12,531-12,531-100%$722.3K———
Gateway Wealth Partners, LLC
N/A—12,033-12,033-100%$693.6K———
CIBC World Market Inc.
N/A—11,925-11,925-100%$687.4K———
Coppell Advisory Solutions LLC
N/A—11,915-11,915-100%$447.4K———
Principal Securities, Inc.
N/A—11,300-11,300-100%$651.3K———
Atlas Capital Advisors Inc.
N/A—10,849-10,849-100%$625.3K———
Northwestern Mutual Wealth Management Co
N/A—10,571-10,571-100%$609.3K———
Captrust Financial Advisors
N/A—10,458-10,458-100%$602.8K———
Peapack Gladstone Financial Corp
N/A—10,265-10,265-100%$586.0K———
Sanctuary Advisors, LLC
N/A—10,171-10,171-100%$586.3K———
Dakota Wealth Management
N/A—10,100-10,100-100%$582.2K———
Quantessence Capital LLC
N/A—10,000-10,000-100%$576.4K———
United Capital Financial Advisors, LLC
N/A—9,939-9,939-100%$573.1K———
RiverFront Investment Group, LLC
N/A—9,866-9,866-100%$568.7K———
Cambridge Associates LLC
N/A—9,471-9,471-100%$545.9K———
Equitable Holdings, Inc.
N/A—9,431-9,431-100%$543.6K———
Cascade Financial Partners, LLC
N/A—9,065-9,065-100%$522.5K———
Objectivity Squared, LLC
N/A—8,986-8,986-100%$517.9K———
Dearborn Partners LLC
N/A—8,800-8,800-100%$507.2K———
Fifth Third Bancorp
N/A—8,697-8,697-100%$501.3K———
QRG Capital Management, Inc.
N/A—8,649-8,649-100%$498.5K———
Merit Financial Group, LLC
N/A—8,610-8,610-100%$496.3K———
Tranquilli Financial Advisor LLC
N/A—8,421-8,421-100%$485.4K———
Asset Management Group, Inc.
N/A—8,140-8,140-100%$469.2K———
Compass Capital Corp
N/A—8,075-8,075-100%$498.8K———
Meeder Asset Management Inc
N/A—7,938-7,938-100%$457.5K———
Waverly Advisors, LLC
N/A—7,677-7,677-100%$442.5K———
Calton & Associates, Inc.
N/A—7,232-7,232-100%$416.9K———
Mariner, LLC
N/A—7,230-7,230-100%$416.7K———
USA Financial Formulas
N/A—7,008-7,008-100%$403.9K———
Cresset Asset Management, LLC
N/A—6,571-6,571-100%$378.8K———
Focus Partners Wealth
N/A—6,423-6,423-100%$370.2K———
Independent Family Office, LLC
N/A—6,200-6,200-100%$357.4K———
Brown Brothers Harriman & Co
N/A—6,180-6,180-100%$356.2K———
Wulff, Hansen & Co.
N/A—6,052-6,052-100%$348.8K———
Canada Life Assurance Co
N/A—5,813-5,813-100%$334.0K———
Commerce Bank
N/A—5,768-5,768-100%$332.5K———
Rehmann Capital Advisory Group
N/A—5,587-5,587-100%$322.0K———
Blalock Williams, LLC
N/A—5,572-5,572-100%$321.2K———
Ausdal Financial Partners, Inc.
N/A—5,512-5,512-100%$317.7K———
Vienna Asset Management LLC
N/A—5,392-5,392-100%$310.8K———
TPG Financial Advisors, LLC
N/A—5,072-5,072-100%$292.4K———
Summitry LLC
N/A—4,976-4,976-100%$286.8K———
Edgestream Partners, L.P.
N/A—4,973-4,973-100%$286.6K———
Element Wealth, LLC
N/A—4,837-4,837-100%$278.8K———
Advisors Capital Management, LLC
N/A—4,696-4,696-100%$270.7K———
Legacy PCG, LLC
N/A—4,546-4,546-100%$279.6K———
BBR Partners, LLC
N/A—4,427-4,427-100%$255.2K———
Tiemann Investment Advisors, LLC
N/A—4,420-4,420-100%$254.8K———
Steward Partners Investment Advisory, LLC
N/A—4,418-4,418-100%$254.7K———
Trivium Point Advisory, LLC
N/A—4,412-4,412-100%$254.3K———
Central Trust Co
N/A—4,270-4,270-100%$246.1K———
Mayflower Financial Advisors, LLC
N/A—4,066-4,066-100%$234.4K———
Wealthfront Advisers LLC
N/A—4,029-4,029-100%$232.2K———
Rhumbline Advisers
N/A—4,000-4,000-100%$230.6K———
&partners
N/A—3,870-3,870-100%$221.6K———
Texas Yale Capital Corp.
N/A—3,850-3,850-100%$221.9K———
Janney Montgomery Scott LLC
N/A—3,686-3,686-100%$213.0K———
Castleark Management LLC
N/A—3,670-3,670-100%$211.5K———
Jones Financial Companies Lllp
N/A—3,631-3,631-100%$209.9K———
Continuum Advisory, LLC
N/A—3,627-3,627-100%$209.1K———
Fiera Capital Corp
N/A—3,572-3,572-100%$205.9K———
IAM Advisory, LLC
N/A—3,511-3,511-100%$202.4K———
O'shaughnessy Asset Management, LLC
N/A—3,345-3,345-100%$192.8K———
EP Wealth Advisors, LLC
N/A—3,052-3,052-100%$175.9K———
Synergy Investment Management, LLC
N/A—3,049-3,049-100%$180.8K———
Rothschild Investment LLC
N/A—2,118-2,118-100%$122.1K———
Bartlett & Co. Wealth Management LLC
N/A—2,000-2,000-100%$115.3K———
Harbour Investments, Inc.
N/A—1,922-1,922-100%$110.8K———
Geneos Wealth Management Inc.
N/A—1,800-1,800-100%$103.8K———
Bessemer Group Inc
N/A—1,639-1,639-100%$94.0K———
Bitterroot Capital Advisors LLC
N/A—1,497-1,497-100%$86.3K———
Ameriflex Group, Inc.
N/A—1,439-1,439-100%$83.0K———
Clearstead Advisors, LLC
N/A—1,378-1,378-100%$79.4K———
Abound Financial, LLC
N/A—1,233-1,233-100%$71.1K———
Whittier Trust Co
N/A—1,213-1,213-100%$70.4K———
Glenmede Trust Co NA
N/A—1,168-1,168-100%$67.3K———
Purpose Unlimited Inc.
N/A—1,086-1,086-100%$63.6K———
Allworth Financial LP
N/A—1,024-1,024-100%$59.0K———
Smithfield Trust Co
N/A—936-936-100%$54.0K———
AE Wealth Management LLC
N/A—910-910-100%$52.4K———
Banque Cantonale Vaudoise
N/A—887-887-100%$52———
Tacita Capital Inc
N/A—855-855-100%$49.3K———
Huntington National Bank
N/A—766-766-100%$44.2K———
HM Payson & Co
N/A—740-740-100%$42.7K———
Medallion Wealth Advisors, LLC
N/A—702-702-100%$40.5K———
Bernard Wealth Management Corp.
N/A—650-650-100%$37.5K———
Arax Advisory Partners
N/A—600-600-100%$34.6K———
SOA Wealth Advisors, Llc.
N/A—512-512-100%$29.5K———
Whittier Trust Co of Nevada Inc
N/A—500-500-100%$29.2K———
Wellington-Altus USA Inc.
N/A—486-486-100%$26.6K———
Greykasell Wealth Strategies, Inc.
N/A—350-350-100%$20.2K———
Toronto Dominion Bank
N/A—331-331-100%$18.8K———
Russell Investments Group, Ltd.
N/A—317-317-100%$18.3K———
HHM Wealth Advisors, LLC
N/A—306-306-100%$17.6K———
BFC Planning, Inc.
N/A—295-295-100%$17.0K———
Coston, McIsaac & Partners
N/A—290-290-100%$16———
Rialto Wealth Management, LLC
N/A—278-278-100%$16.0K———
Institute for Wealth Management, Llc.
N/A—265-265-100%$15.3K———
Strategic Wealth Advisors LLC
N/A—215-215-100%$11———
Aptus Capital Advisors, LLC
N/A—206-206-100%$11.9K———
Atlantic Union Bankshares Corp
N/A—201-201-100%$11.6K———
Caitlin John, LLC
N/A—200-200-100%$11.5K———
Miller Capital Partners, Inc.
N/A—180-180-100%$10.4K———
Edmond de Rothschild Holding S.A.
N/A—160-160-100%$9.2K———
IFG Advisory, LLC
N/A—157-157-100%$9.1K———
Delos Wealth Advisors, LLC
N/A—142-142-100%$8.2K———
Aventura Private Wealth, LLC
N/A—118-118-100%$6.8K———
Smartleaf Asset Management LLC
N/A—112-112-100%$6.4K———
Meramec Financial Planners, LLC
N/A—108-108-100%$6.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—106-106-100%$6.1K———
Dunhill Financial, LLC
N/A—101-101-100%$5.8K———
N.E.W. Advisory Services LLC
N/A—73-73-100%$4.2K———
Vanguard Advisers Inc
N/A—68-68-100%$3.9K———
Strategic Wealth Partners, Ltd.
N/A—21-21-100%$1.2K———
Glen Eagle Advisors, LLC
N/A—18-18-100%$1.0K———
XP Advisory US, Inc.
N/A—18-18-100%$1.0K———
Showing 419 of 419 institutions