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Ishares Msci Eurozone ETF (EZU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares2,988,085 from 3,335,012
Change-346,927 (-10%)
Value$201.2M (-$30.6M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,287,757 from 1,396,341
Change-108,584 (-8%)
Value$86.7M (-$10.3M)
Filed 2026-11-04
Matauro, LLC
DECREASED
Shares744,274 from 921,610
Change-177,336 (-19%)
Value$50.1M (-$13.9M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares677,860 from 1,853
Change+676,007 (+36482%)
Value$45.6M (+$45.5M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares501,961 from 487,774
Change+14,187 (+3%)
Value$33.8M (-$103.3K)
Filed 2026-11-06
Vontobel Holding Ltd.
DECREASED
Shares386,197 from 395,608
Change-9,411 (-2%)
Value$26.0M (-$1.5M)
Filed 2026-10-16
Ascent Group, LLC
INCREASED
Shares281,510 from 249,317
Change+32,193 (+13%)
Value$19.0M (+$1.6M)
Filed 2026-10-30
Lmcg Investments, LLC
DECREASED
Shares272,730 from 274,326
Change-1,596 (-1%)
Value$18.4M (-$702.7K)
Filed 2026-10-21
Wallington Asset Management, LLC
DECREASED
Shares227,047 from 229,447
Change-2,400 (-1%)
Value$15.3M (-$659.5K)
Filed 2026-11-04
Searcy Financial Services Inc
DECREASED
Shares212,356 from 215,874
Change-3,518 (-2%)
Value$14.3M (-$705.3K)
Filed 2026-10-07
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares208,284 from 211,299
Change-3,015 (-1%)
Value$14.1M (-$551.4K)
Filed 2026-10-29
Evolution Wealth Advisors, LLC
INCREASED
Shares197,914 from 193,261
Change+4,653 (+2%)
Value$13.3M (-$106.1K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares174,045 from 166,012
Change+8,033 (+5%)
Value$11.7M (+$180.6K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares149,597 from 146,940
Change+2,657 (+2%)
Value$10.1M (-$140.0K)
Filed 2026-10-26
Acima Private Wealth, LLC
DECREASED
Shares139,300 from 139,812
Change-512 (0%)
Value$9.4M (-$337.9K)
Filed 2026-10-05
Simon Quick Advisors, LLC
DECREASED
Shares127,731 from 152,556
Change-24,825 (-16%)
Value$8.6M (-$2.0M)
Filed 2026-10-26
AMG National Trust Bank
INCREASED
Shares126,116 from 124,363
Change+1,753 (+1%)
Value$8.5M (-$151.9K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares101,843 from 118,184
Change-16,341 (-14%)
Value$6.9M (-$1.4M)
Filed 2026-11-04
LCW Services, LLC
INCREASED
Shares97,919 from 92,506
Change+5,413 (+6%)
Value$6.6M (+$163.7K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares97,614 from 102,261
Change-4,647 (-5%)
Value$6.6M (-$534.8K)
Filed 2026-11-06
BFI Infinity Ltd.
DECREASED
Shares95,165 from 95,935
Change-770 (-1%)
Value$6.4M (-$260.0K)
Filed 2026-10-16
Climber Capital SA
DECREASED
Shares83,105 from 86,238
Change-3,133 (-4%)
Value$4.5M (-$608.6K)
Filed 2026-10-20
Finley Financial, LLC
UNCHANGED
Shares82,562 from 82,562
Change0 (0%)
Value$5.5M (-$276.6K)
Filed 2026-10-28
Nottingham Advisors, Inc.
DECREASED
Shares79,002 from 79,901
Change-899 (-1%)
Value$5.2M (-$187.1K)
Filed 2026-10-29
Arrow Investment Advisors, LLC
UNCHANGED
Shares68,419 from 68,419
Change0 (0%)
Value$4.6M (-$148.5K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares61,253 from 56,250
Change+5,003 (+9%)
Value$4.1M (+$214.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares59,227 from 45,181
Change+14,046 (+31%)
Value$3.9M (+$789.5K)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares55,770 from 58,205
Change-2,435 (-4%)
Value$3.8M (-$290.3K)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares54,505 from 53,132
Change+1,373 (+3%)
Value$3.7M (-$22.9K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares50,850 from 59,629
Change-8,779 (-15%)
Value$3.4M (-$720.5K)
Filed 2026-10-30
Banque Pictet & CIE SA
NEW
Shares48,791
Change+48,791
Value$3.3M
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares45,833 from 45,118
Change+715 (+2%)
Value$3.1M (-$49.8K)
Filed 2026-10-05
Barings LLC
UNCHANGED
Shares45,824 from 45,824
Change0 (0%)
Value$3.1M (-$99.4K)
Filed 2026-10-22
Blueprint Investment Partners LLC
INCREASED
Shares39,526 from 39,375
Change+151 (+0%)
Value$2.7M (-$75.3K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
UNCHANGED
Shares39,375 from 39,375
Change0 (0%)
Value$2.7M (-$85.4K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares39,084 from 44,953
Change-5,869 (-13%)
Value$2.6M (-$492.4K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares34,110 from 31,491
Change+2,619 (+8%)
Value$2.3M (+$108.0K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares33,944
Change+33,944
Value$2.3M
Filed 2026-11-03
Creative Planning
INCREASED
Shares33,060 from 15,579
Change+17,481 (+112%)
Value$2.2M (+$1.1M)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares32,774 from 33,506
Change-732 (-2%)
Value$2.2M (-$122.0K)
Filed 2026-10-29
Columbus Macro, LLC
INCREASED
Shares29,721 from 29,692
Change+29 (+0%)
Value$2.0M (-$62.5K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares29,622 from 29,622
Change0 (0%)
Value$2.0M (-$64.3K)
Filed 2026-10-05
Interchange Capital Partners, LLC
DECREASED
Shares27,946 from 28,165
Change-219 (-1%)
Value$1.9M (-$75.9K)
Filed 2026-10-28
Ballew Advisors, Inc
INCREASED
Shares27,841 from 27,790
Change+51 (+0%)
Value$1.9M (-$57.5K)
Filed 2026-10-05
Diversified Enterprises, LLC
NEW
Shares25,918
Change+25,918
Value$1.7M
Filed 2026-10-19
Community Bank, N.A.
DECREASED
Shares25,210 from 25,212
Change-2 (0%)
Value$1.7M (-$54.9K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.7M (-$54.3K)
Filed 2026-10-20
Garde Capital, Inc.
UNCHANGED
Shares23,972 from 23,972
Change0 (0%)
Value$1.6M (-$52.0K)
Filed 2026-10-29
True Private Wealth Advisors
INCREASED
Shares23,500 from 21,725
Change+1,775 (+8%)
Value$1.6M (+$72.4K)
Filed 2026-10-19
Sterling Investment Counsel, LLC
INCREASED
Shares23,220 from 18,618
Change+4,602 (+25%)
Value$1.6M (+$269.4K)
Filed 2026-10-19
Pictet North America Advisors SA
DECREASED
Shares21,682 from 68,853
Change-47,171 (-69%)
Value$1.5M (-$3.3M)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares20,461 from 19,794
Change+667 (+3%)
Value$1.4M (+$1.9K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares19,551
Change+19,551
Value$1.3M
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares19,152 from 21,903
Change-2,751 (-13%)
Value$1.3M (-$232.8K)
Filed 2026-11-06
Balefire, LLC
INCREASED
Shares18,442 from 8,958
Change+9,484 (+106%)
Value$1.2M (+$619.1K)
Filed 2026-10-09
Y-Intercept (Hong Kong) Ltd
NEW
Shares18,245
Change+18,245
Value$1.2M
Filed 2026-10-16
Sentinel Advisory Group, LLC
UNCHANGED
Shares18,095 from 18,095
Change0 (0%)
Value$1.2M (-$39.3K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares17,465 from 17,508
Change-43 (0%)
Value$1.2M (-$40.9K)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares17,145 from 10,896
Change+6,249 (+57%)
Value$1.2M (+$388.6K)
Filed 2026-11-06
Carrera Capital Advisors
INCREASED
Shares16,066 from 16,037
Change+29 (+0%)
Value$1.1M (-$32.8K)
Filed 2026-11-03
Power Wealth Management LLC
DECREASED
Shares15,602 from 15,715
Change-113 (-1%)
Value$1.1M (-$41.7K)
Filed 2026-10-27
Vise Technologies, Inc.
NEW
Shares14,665
Change+14,665
Value$987.4K
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares13,804 from 4,003
Change+9,801 (+245%)
Value$929.4K (+$651.2K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares13,432 from 14,984
Change-1,552 (-10%)
Value$904.4K (-$137.0K)
Filed 2026-11-02
Upper Left Wealth Management, LLC
DECREASED
Shares12,563 from 12,684
Change-121 (-1%)
Value$845.9K (-$35.7K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares11,805 from 11,188
Change+617 (+6%)
Value$794.8K (+$17.2K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares11,432 from 11,426
Change+6 (+0%)
Value$769.7K (-$24.3K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares11,353 from 5,940
Change+5,413 (+91%)
Value$764.4K (+$351.6K)
Filed 2026-10-23
First Growth Capital LLC
DECREASED
Shares11,344 from 11,535
Change-191 (-2%)
Value$763.8K (-$37.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,124 from 11,108
Change+16 (+0%)
Value$749.0K (-$23.0K)
Filed 2026-11-02
Old National Bancorp
INCREASED
Shares10,154 from 10,127
Change+27 (+0%)
Value$683.7K (-$20.2K)
Filed 2026-10-20
Legacy Advisors, LLC
UNCHANGED
Shares9,996 from 9,996
Change0 (0%)
Value$673.0K (-$21.7K)
Filed 2026-10-19
United Asset Strategies, Inc.
INCREASED
Shares9,840 from 7,478
Change+2,362 (+32%)
Value$662.5K (+$142.8K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares9,779 from 3,791
Change+5,988 (+158%)
Value$658.4K (+$394.9K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares9,554 from 86,238
Change-76,684 (-89%)
Value$622.6K (-$5.4M)
Filed 2026-11-04
Americana Partners, LLC
UNCHANGED
Shares9,470 from 9,470
Change0 (0%)
Value$637.6K (-$20.6K)
Filed 2026-10-28
Amundi
DECREASED
Shares9,221 from 9,599
Change-378 (-4%)
Value$620.9K (-$46.3K)
Filed 2026-11-06
Brown Miller Wealth Management, LLC
UNCHANGED
Shares9,217 from 9,217
Change0 (0%)
Value$620.6K (-$20.0K)
Filed 2026-11-02
Algorithmic Investment Models, LLC
NEW
Shares9,103
Change+9,103
Value$612.9K
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares9,066 from 9,826
Change-760 (-8%)
Value$610.0K (-$73.0K)
Filed 2026-11-02
Financial Management Professionals, Inc.
NEW
Shares8,473
Change+8,473
Value$570.5K
Filed 2026-10-23
AWM Capital, LLC
UNCHANGED
Shares8,287 from 8,287
Change0 (0%)
Value$558.0K (-$18.0K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
INCREASED
Shares7,950 from 6,352
Change+1,598 (+25%)
Value$535.3K (+$93.8K)
Filed 2026-11-02
Gibbs Wealth Management
DECREASED
Shares7,675 from 7,746
Change-71 (-1%)
Value$516.8K (-$21.6K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
NEW
Shares7,626
Change+7,626
Value$513.5K
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares7,564 from 13,093
Change-5,529 (-42%)
Value$509.3K (-$400.7K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares7,552 from 7,551
Change+1 (+0%)
Value$508.4K (-$16.4K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
INCREASED
Shares7,434 from 7,266
Change+168 (+2%)
Value$500.5K (-$4.5K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares7,318 from 7,090
Change+228 (+3%)
Value$492.8K (-$35)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,279 from 6,970
Change+309 (+4%)
Value$490.1K (+$5.7K)
Filed 2026-10-21
Meitav Investment House LTD
UNCHANGED
Shares7,205 from 7,205
Change0 (0%)
Value$485.1K (-$15.6K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares7,134 from 4,103
Change+3,031 (+74%)
Value$480.4K (+$195.2K)
Filed 2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED
Shares6,895 from 6,895
Change0 (0%)
Value$449.1K (-$30.1K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,653 from 4,690
Change+1,963 (+42%)
Value$447.9K (+$122.0K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares6,363 from 6,094
Change+269 (+4%)
Value$428.4K (+$4.9K)
Filed 2026-10-28
HUB Investment Partners, LLC
DECREASED
Shares5,935 from 5,967
Change-32 (-1%)
Value$399.6K (-$15.1K)
Filed 2026-11-03
Richardson Financial Services Inc.
INCREASED
Shares5,859 from 5,046
Change+813 (+16%)
Value$394.5K (+$43.8K)
Filed 2026-10-30
Pinkerton Wealth, LLC
INCREASED
Shares5,829 from 5,137
Change+692 (+13%)
Value$392.5K (+$70.7K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
UNCHANGED
Shares5,711 from 5,711
Change0 (0%)
Value$384.5K (-$12.4K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares5,664 from 4,876
Change+788 (+16%)
Value$381.4K (+$42.5K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
UNCHANGED
Shares5,596 from 5,596
Change0 (0%)
Value$376.8K (-$12.1K)
Filed 2026-11-05
Platform Technology Partners
NEW
Shares5,273
Change+5,273
Value$355.0K
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,254 from 5,121
Change+133 (+3%)
Value$353.7K (-$2.2K)
Filed 2026-10-15
Parcion Private Wealth LLC
UNCHANGED
Shares5,089 from 5,089
Change0 (0%)
Value$342.6K (-$11.0K)
Filed 2026-10-28
Arrien Investments, Inc.
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$320.5K (-$10.3K)
Filed 2026-10-30
Retirement Planning Group, LLC
UNCHANGED
Shares4,567 from 4,567
Change0 (0%)
Value$307.5K (-$9.9K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares4,554 from 3,471
Change+1,083 (+31%)
Value$306.6K (+$65.4K)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares4,431 from 4,441
Change-10 (0%)
Value$298.3K (-$10.3K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$276.7K (-$8.9K)
Filed 2026-10-21
Legacy Wealth Partners, LLC
NEW
Shares3,990
Change+3,990
Value$268.6K
Filed 2026-10-15
Midwest Trust Co
UNCHANGED
Shares3,879 from 3,879
Change0 (0%)
Value$261.2K (-$8.4K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares3,868 from 6,993
Change-3,125 (-45%)
Value$260.4K (-$225.6K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,770 from 3,770
Change0 (0%)
Value$244.5K (-$1.2K)
Filed 2026-11-04
Destiny Capital Corp
DECREASED
Shares3,760 from 3,987
Change-227 (-6%)
Value$253.2K (-$23.9K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares3,658 from 3,609
Change+49 (+1%)
Value$246.3K (-$4.5K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares3,531 from 3,531
Change0 (0%)
Value$237.7K (-$7.7K)
Filed 2026-10-28
Shira Ridge Wealth Management
INCREASED
Shares3,502 from 3,302
Change+200 (+6%)
Value$235.8K (+$6.3K)
Filed 2026-10-09
Arbor Investment Advisors, LLC
NEW
Shares3,383
Change+3,383
Value$227.8K
Filed 2026-10-26
Balance Wealth Partners LLC
INCREASED
Shares3,316 from 3,205
Change+111 (+3%)
Value$223.3K (+$548)
Filed 2026-10-27
Mattern Capital Management, LLC
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$220.8K (-$7.1K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
UNCHANGED
Shares3,141 from 3,141
Change0 (0%)
Value$211.5K (-$6.8K)
Filed 2026-10-08
Aaron Wealth Advisors LLC
UNCHANGED
Shares3,092 from 3,092
Change0 (0%)
Value$208.2K (-$6.7K)
Filed 2026-10-13
Kingstone Capital Partners Texas, LLC
UNCHANGED
Shares3,057 from 3,057
Change0 (0%)
Value$205.9K (-$6.6K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares3,008 from 2,551
Change+457 (+18%)
Value$202.5K (+$25.2K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$147.5K (-$4.8K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$138.7K ($0)
Filed 2026-11-05
Private Trust Co NA
NEW
Shares1,951
Change+1,951
Value$131.4K
Filed 2026-10-20
Citizens National Bank Trust Department
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$111.0K (-$3.6K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$108.7K (-$3.5K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
NEW
Shares1,599
Change+1,599
Value$107.7K
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares1,559 from 1,559
Change0 (0%)
Value$105.0K (-$3.4K)
Filed 2026-10-06
Rossby Financial, LCC
DECREASED
Shares1,512 from 2,127
Change-615 (-29%)
Value$101.8K (-$46.0K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares1,400 from 2,250
Change-850 (-38%)
Value$94.3K (-$62.1K)
Filed 2026-11-06
Tsfg, LLC
DECREASED
Shares1,336 from 1,593
Change-257 (-16%)
Value$90 (-$110.9K)
Filed 2026-10-23
Private Wealth Management Group, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$89.2K (-$2.9K)
Filed 2026-10-19
City Holding Co
NEW
Shares1,200
Change+1,200
Value$80.8K
Filed 2026-10-19
Eastern Bank
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$79.7K (-$2.6K)
Filed 2026-10-05
Financial Network Wealth Advisors LLC
INCREASED
Shares1,023 from 909
Change+114 (+13%)
Value$68.9K (+$5.7K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$69.4K ($0)
Filed 2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$60.7K (-$2.0K)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$40.5K (-$1.3K)
Filed 2026-10-08
Meriwether Wealth & Planning, LLC
NEW
Shares589
Change+589
Value$39.7K
Filed 2026-10-13
Breakwater Investment Management
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$38.9K (-$1.3K)
Filed 2026-10-20
Curat Global, LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$36.8K (+$2.6K)
Filed 2026-10-26
Signature Equity Partners, LLC
NEW
Shares533
Change+533
Value$35.9K
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$33.5K (-$1.1K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$30.8K (-$994)
Filed 2026-10-22
Rydar Equities, Inc.
NEW
Shares409
Change+409
Value$27.0K
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$25.3K (-$815)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares363 from 300
Change+63 (+21%)
Value$24.4K (+$3.6K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$23.6K (-$759)
Filed 2026-10-26
Financial Freedom, LLC
NEW
Shares334
Change+334
Value$22.5K
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$21.6K (-$697)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$21.4K (-$690)
Filed 2026-11-05
Chung Wu Investment Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.2K (-$651)
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$19.9K (-$642)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
INCREASED
Shares265 from 197
Change+68 (+35%)
Value$17.8K (+$4.2K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$17 ($0)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$15.9K (-$511)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$15.1K (-$489)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$13.5K (-$437)
Filed 2026-10-30
Legacy Bridge, LLC
DECREASED
Shares200 from 215
Change-15 (-7%)
Value$13.5K (-$1.5K)
Filed 2026-10-28
Noble Wealth Management PBC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.5K (-$434)
Filed 2026-10-01
Blue Trust, Inc.
DECREASED
Shares176 from 182
Change-6 (-3%)
Value$11.9K (-$778)
Filed 2026-10-15
Contravisory Investment Management, Inc.
DECREASED
Shares167 from 18,919
Change-18,752 (-99%)
Value$11.2K (-$1.3M)
Filed 2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$11.0K (-$356)
Filed 2026-11-03
Adirondack Trust Co
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$10.8K (-$350)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.1K (-$325)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares146
Change+146
Value$9.8K
Filed 2026-10-21
Planning Strategies Inc.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$9.8K (-$315)
Filed 2026-10-02
Abound Wealth Management
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$8.8K (-$284)
Filed 2026-10-26
Activest Wealth Management
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.7K (-$249)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.7K (-$250)
Filed 2026-10-30
Armstrong Advisory Group, Inc
NEW
Shares108
Change+108
Value$7.3K
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$6.6K (-$213)
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares78 from 186
Change-108 (-58%)
Value$5.3K (-$7.7K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
DECREASED
Shares72 from 178
Change-106 (-60%)
Value$4.8K (-$7.5K)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.9K (-$93)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.9K (-$94)
Filed 2026-10-16
Concord Wealth Partners
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.4K (-$78)
Filed 2026-11-02
Fairman Group, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.4K (-$78)
Filed 2026-10-26
CoreCap Advisors, LLC
NEW
Shares30
Change+30
Value$2.0K
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.7K (-$56)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares21
Change+21
Value$1.4K
Filed 2026-11-05
Princeton Global Asset Management LLC
NEW
Shares18
Change+18
Value$1.2K
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.2K (-$39)
Filed 2026-10-06
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$78 (-$2)
Filed 2026-10-28
Truxt Investmentos Ltda.
CLOSED
Shares0 from 199,236
Change-199,236 (-100%)
Value$0 (-$13.8M)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 61,532
Change-61,532 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-08
VestGen Advisors, LLC
CLOSED
Shares0 from 11,623
Change-11,623 (-100%)
Value$0 (-$807.8K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,217
Change-9,217 (-100%)
Value$0 (-$640.6K)
Filed 2026-10-21
Regions Financial Corp
CLOSED
Shares0 from 5,715
Change-5,715 (-100%)
Value$0 (-$397.2K)
Filed 2026-11-05
Mission Wealth Management, LP
CLOSED
Shares0 from 5,156
Change-5,156 (-100%)
Value$0 (-$358.3K)
Filed 2026-10-15
Strategic Blueprint, LLC
CLOSED
Shares0 from 4,912
Change-4,912 (-100%)
Value$0 (-$341.4K)
Filed 2026-10-22
Stone Summit Wealth LLC
CLOSED
Shares0 from 4,300
Change-4,300 (-100%)
Value$0 (-$298.9K)
Filed 2026-10-14
Lido Advisors, LLC
CLOSED
Shares0 from 3,601
Change-3,601 (-100%)
Value$0 (-$250.3K)
Filed 2026-11-04
Thrivent Financial for Lutherans
CLOSED
Shares0 from 3,107
Change-3,107 (-100%)
Value$0 (-$216.0K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 2,955
Change-2,955 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
CLOSED
Shares0 from 2,937
Change-2,937 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 1,681
Change-1,681 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$60.1K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$50.0K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$43.4K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-13
Royal Bank of Canada
N/A
Shares— from 14,277,034
Change-14,277,034 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,927,403
Change-13,927,403 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,432,419
Change-9,432,419 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,681,009
Change-8,681,009 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,281,873
Change-8,281,873 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 6,223,743
Change-6,223,743 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,029,838
Change-4,029,838 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,697,542
Change-3,697,542 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,187,058
Change-3,187,058 (-100%)
Value—
Allianz SE
N/A
Shares— from 999,509
Change-999,509 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 922,870
Change-922,870 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 864,893
Change-864,893 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 720,820
Change-720,820 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 717,824
Change-717,824 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 644,630
Change-644,630 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 587,304
Change-587,304 (-100%)
Value—
Naman Capital Ltda
N/A
Shares— from 451,750
Change-451,750 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 440,650
Change-440,650 (-100%)
Value—
Prudential PLC
N/A
Shares— from 403,500
Change-403,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 376,550
Change-376,550 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 311,992
Change-311,992 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 289,084
Change-289,084 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 284,553
Change-284,553 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 278,697
Change-278,697 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 232,200
Change-232,200 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 216,305
Change-216,305 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 213,381
Change-213,381 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 202,148
Change-202,148 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 196,129
Change-196,129 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 180,019
Change-180,019 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 160,154
Change-160,154 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 149,983
Change-149,983 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 148,371
Change-148,371 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 144,621
Change-144,621 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 131,183
Change-131,183 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 104,119
Change-104,119 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 97,529
Change-97,529 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 94,789
Change-94,789 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 90,966
Change-90,966 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 84,456
Change-84,456 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 72,300
Change-72,300 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 71,226
Change-71,226 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 70,919
Change-70,919 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 65,931
Change-65,931 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 63,236
Change-63,236 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 62,396
Change-62,396 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 60,895
Change-60,895 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 60,290
Change-60,290 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 59,533
Change-59,533 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 56,905
Change-56,905 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 52,979
Change-52,979 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 52,801
Change-52,801 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 51,877
Change-51,877 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 47,600
Change-47,600 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 45,939
Change-45,939 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 44,417
Change-44,417 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 44,248
Change-44,248 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 41,200
Change-41,200 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 39,846
Change-39,846 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 35,913
Change-35,913 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 35,503
Change-35,503 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,526
Change-34,526 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 34,290
Change-34,290 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 33,773
Change-33,773 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 32,775
Change-32,775 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 31,383
Change-31,383 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 27,779
Change-27,779 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 27,271
Change-27,271 (-100%)
Value—
Betterment LLC
N/A
Shares— from 27,016
Change-27,016 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 25,056
Change-25,056 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 23,859
Change-23,859 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 22,512
Change-22,512 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 22,505
Change-22,505 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 21,408
Change-21,408 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 21,235
Change-21,235 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 21,213
Change-21,213 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,207
Change-21,207 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,027
Change-20,027 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 19,689
Change-19,689 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 17,709
Change-17,709 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 15,892
Change-15,892 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 15,452
Change-15,452 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 14,576
Change-14,576 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 14,520
Change-14,520 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,471
Change-14,471 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,995
Change-13,995 (-100%)
Value—
EFG International AG
N/A
Shares— from 13,899
Change-13,899 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,259
Change-13,259 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,415
Change-11,415 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 11,235
Change-11,235 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 10,726
Change-10,726 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,714
Change-10,714 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,594
Change-10,594 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 10,123
Change-10,123 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,517
Change-9,517 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,418
Change-7,418 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
&partners
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,216
Change-3,216 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 738
Change-738 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 593
Change-593 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 522
Change-522 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 458
Change-458 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 408
Change-408 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 278
Change-278 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 231
Change-231 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
S&T Bank
N/A
Shares— from 187
Change-187 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 179
Change-179 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 164
Change-164 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 89
Change-89 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 50
Change-50 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED2,988,0853,335,012-346,927-10%$231.8M$201.2M-$30.6M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED1,287,7571,396,341-108,584-8%$97.0M$86.7M-$10.3M2026-11-04
Matauro, LLC
DECREASED744,274921,610-177,336-19%$64.1M$50.1M-$13.9M2026-11-03
Assetmark, Inc
INCREASED677,8601,853+676,007+36482%$128.8K$45.6M+$45.5M2026-10-21
LPL Financial LLC
INCREASED501,961487,774+14,187+3%$33.9M$33.8M-$103.3K2026-11-06
Vontobel Holding Ltd.
DECREASED386,197395,608-9,411-2%$27.5M$26.0M-$1.5M2026-10-16
Ascent Group, LLC
INCREASED281,510249,317+32,193+13%$17.3M$19.0M+$1.6M2026-10-30
Lmcg Investments, LLC
DECREASED272,730274,326-1,596-1%$19.1M$18.4M-$702.7K2026-10-21
Wallington Asset Management, LLC
DECREASED227,047229,447-2,400-1%$15.9M$15.3M-$659.5K2026-11-04
Searcy Financial Services Inc
DECREASED212,356215,874-3,518-2%$15.0M$14.3M-$705.3K2026-10-07
Bank Julius Baer & Co. Ltd, Zurich
DECREASED208,284211,299-3,015-1%$14.6M$14.1M-$551.4K2026-10-29
Evolution Wealth Advisors, LLC
INCREASED197,914193,261+4,653+2%$13.4M$13.3M-$106.1K2026-11-03
Citigroup Inc
INCREASED174,045166,012+8,033+5%$11.5M$11.7M+$180.6K2026-11-04
Park Avenue Securities LLC
INCREASED149,597146,940+2,657+2%$10.2M$10.1M-$140.0K2026-10-26
Acima Private Wealth, LLC
DECREASED139,300139,812-5120%$9.7M$9.4M-$337.9K2026-10-05
Simon Quick Advisors, LLC
DECREASED127,731152,556-24,825-16%$10.6M$8.6M-$2.0M2026-10-26
AMG National Trust Bank
INCREASED126,116124,363+1,753+1%$8.6M$8.5M-$151.9K2026-11-05
Compagnie Lombard Odier SCmA
DECREASED101,843118,184-16,341-14%$8.2M$6.9M-$1.4M2026-11-04
LCW Services, LLC
INCREASED97,91992,506+5,413+6%$6.4M$6.6M+$163.7K2026-10-21
PNC Financial Services Group, Inc.
DECREASED97,614102,261-4,647-5%$7.1M$6.6M-$534.8K2026-11-06
BFI Infinity Ltd.
DECREASED95,16595,935-770-1%$6.7M$6.4M-$260.0K2026-10-16
Climber Capital SA
DECREASED83,10586,238-3,133-4%$5.1M$4.5M-$608.6K2026-10-20
Finley Financial, LLC
UNCHANGED82,56282,56200%$5.7M$5.5M-$276.6K2026-10-28
Nottingham Advisors, Inc.
DECREASED79,00279,901-899-1%$5.4M$5.2M-$187.1K2026-10-29
Arrow Investment Advisors, LLC
UNCHANGED68,41968,41900%$4.8M$4.6M-$148.5K2026-11-02
Endowment Wealth Management, Inc.
INCREASED61,25356,250+5,003+9%$3.9M$4.1M+$214.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED59,22745,181+14,046+31%$3.1M$3.9M+$789.5K2026-10-13
Russell Investments Group, Ltd.
DECREASED55,77058,205-2,435-4%$4.0M$3.8M-$290.3K2026-11-06
Csenge Advisory Group
INCREASED54,50553,132+1,373+3%$3.7M$3.7M-$22.9K2026-11-04
Truist Financial Corp
DECREASED50,85059,629-8,779-15%$4.1M$3.4M-$720.5K2026-10-30
Banque Pictet & CIE SA
NEW48,791—+48,791——$3.3M—2026-10-16
MassMutual Private Wealth & Trust, FSB
INCREASED45,83345,118+715+2%$3.1M$3.1M-$49.8K2026-10-05
Barings LLC
UNCHANGED45,82445,82400%$3.2M$3.1M-$99.4K2026-10-22
Blueprint Investment Partners LLC
INCREASED39,52639,375+151+0%$2.7M$2.7M-$75.3K2026-10-28
Blueprint Financial Advisors LLC
UNCHANGED39,37539,37500%$2.7M$2.7M-$85.4K2026-10-28
Farther Finance Advisors, LLC
DECREASED39,08444,953-5,869-13%$3.1M$2.6M-$492.4K2026-10-08
IFP Advisors, Inc
INCREASED34,11031,491+2,619+8%$2.2M$2.3M+$108.0K2026-10-16
Ascentis Independent Advisors
NEW33,944—+33,944——$2.3M—2026-11-03
Creative Planning
INCREASED33,06015,579+17,481+112%$1.1M$2.2M+$1.1M2026-11-02
MV Capital Management, Inc.
DECREASED32,77433,506-732-2%$2.3M$2.2M-$122.0K2026-10-29
Columbus Macro, LLC
INCREASED29,72129,692+29+0%$2.1M$2.0M-$62.5K2026-10-14
Ferguson Wellman Capital Management, Inc
UNCHANGED29,62229,62200%$2.1M$2.0M-$64.3K2026-10-05
Interchange Capital Partners, LLC
DECREASED27,94628,165-219-1%$2.0M$1.9M-$75.9K2026-10-28
Ballew Advisors, Inc
INCREASED27,84127,790+51+0%$1.9M$1.9M-$57.5K2026-10-05
Diversified Enterprises, LLC
NEW25,918—+25,918——$1.7M—2026-10-19
Community Bank, N.A.
DECREASED25,21025,212-20%$1.8M$1.7M-$54.9K2026-11-06
Nisa Investment Advisors, LLC
UNCHANGED25,00025,00000%$1.7M$1.7M-$54.3K2026-10-20
Garde Capital, Inc.
UNCHANGED23,97223,97200%$1.7M$1.6M-$52.0K2026-10-29
True Private Wealth Advisors
INCREASED23,50021,725+1,775+8%$1.5M$1.6M+$72.4K2026-10-19
Sterling Investment Counsel, LLC
INCREASED23,22018,618+4,602+25%$1.3M$1.6M+$269.4K2026-10-19
Pictet North America Advisors SA
DECREASED21,68268,853-47,171-69%$4.8M$1.5M-$3.3M2026-10-21
Fifth Third Bancorp
INCREASED20,46119,794+667+3%$1.4M$1.4M+$1.9K2026-11-05
StoneX Group Inc.
NEW19,551—+19,551——$1.3M—2026-11-03
Kestra Private Wealth Services, LLC
DECREASED19,15221,903-2,751-13%$1.5M$1.3M-$232.8K2026-11-06
Balefire, LLC
INCREASED18,4428,958+9,484+106%$622.6K$1.2M+$619.1K2026-10-09
Y-Intercept (Hong Kong) Ltd
NEW18,245—+18,245——$1.2M—2026-10-16
Sentinel Advisory Group, LLC
UNCHANGED18,09518,09500%$1.3M$1.2M-$39.3K2026-10-20
WBH Advisory Inc
DECREASED17,46517,508-430%$1.2M$1.2M-$40.9K2026-11-05
Savant Capital, LLC
INCREASED17,14510,896+6,249+57%$765.9K$1.2M+$388.6K2026-11-06
Carrera Capital Advisors
INCREASED16,06616,037+29+0%$1.1M$1.1M-$32.8K2026-11-03
Power Wealth Management LLC
DECREASED15,60215,715-113-1%$1.1M$1.1M-$41.7K2026-10-27
Vise Technologies, Inc.
NEW14,665—+14,665——$987.4K—2026-10-29
Simplicity Wealth,LLC
INCREASED13,8044,003+9,801+245%$278.2K$929.4K+$651.2K2026-10-23
Commonwealth Equity Services, LLC
DECREASED13,43214,984-1,552-10%$1.0M$904.4K-$137.0K2026-11-02
Upper Left Wealth Management, LLC
DECREASED12,56312,684-121-1%$881.5K$845.9K-$35.7K2026-10-14
Merit Financial Group, LLC
INCREASED11,80511,188+617+6%$777.6K$794.8K+$17.2K2026-11-06
Bank of New York Mellon Corp
INCREASED11,43211,426+6+0%$794.1K$769.7K-$24.3K2026-11-05
Apollon Wealth Management, LLC
INCREASED11,3535,940+5,413+91%$412.8K$764.4K+$351.6K2026-10-23
First Growth Capital LLC
DECREASED11,34411,535-191-2%$801.7K$763.8K-$37.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED11,12411,108+16+0%$772.0K$749.0K-$23.0K2026-11-02
Old National Bancorp
INCREASED10,15410,127+27+0%$703.8K$683.7K-$20.2K2026-10-20
Legacy Advisors, LLC
UNCHANGED9,9969,99600%$694.7K$673.0K-$21.7K2026-10-19
United Asset Strategies, Inc.
INCREASED9,8407,478+2,362+32%$519.7K$662.5K+$142.8K2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED9,7793,791+5,988+158%$263.5K$658.4K+$394.9K2026-10-16
Prospera Financial Services Inc
DECREASED9,55486,238-76,684-89%$6.0M$622.6K-$5.4M2026-11-04
Americana Partners, LLC
UNCHANGED9,4709,47000%$658.2K$637.6K-$20.6K2026-10-28
Amundi
DECREASED9,2219,599-378-4%$667.1K$620.9K-$46.3K2026-11-06
Brown Miller Wealth Management, LLC
UNCHANGED9,2179,21700%$640.6K$620.6K-$20.0K2026-11-02
Algorithmic Investment Models, LLC
NEW9,103—+9,103——$612.9K—2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED9,0669,826-760-8%$683.0K$610.0K-$73.0K2026-11-02
Financial Management Professionals, Inc.
NEW8,473—+8,473——$570.5K—2026-10-23
AWM Capital, LLC
UNCHANGED8,2878,28700%$576.0K$558.0K-$18.0K2026-10-16
Accelerate Investment Advisors LLC
INCREASED7,9506,352+1,598+25%$441.5K$535.3K+$93.8K2026-11-02
Gibbs Wealth Management
DECREASED7,6757,746-71-1%$538.3K$516.8K-$21.6K2026-10-22
Sagespring Wealth Partners, LLC
NEW7,626—+7,626——$513.5K—2026-10-22
Avior Wealth Management, LLC
DECREASED7,56413,093-5,529-42%$910.0K$509.3K-$400.7K2026-10-13
Clearstead Advisors, LLC
INCREASED7,5527,551+1+0%$524.8K$508.4K-$16.4K2026-11-06
Beaumont Financial Advisors, LLC
INCREASED7,4347,266+168+2%$505.0K$500.5K-$4.5K2026-10-22
Perigon Wealth Management, LLC
INCREASED7,3187,090+228+3%$492.8K$492.8K-$352026-10-22
OpenArc Corporate Advisory, LLC
INCREASED7,2796,970+309+4%$484.4K$490.1K+$5.7K2026-10-21
Meitav Investment House LTD
UNCHANGED7,2057,20500%$500.7K$485.1K-$15.6K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED7,1344,103+3,031+74%$285.2K$480.4K+$195.2K2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED6,8956,89500%$479.2K$449.1K-$30.1K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED6,6534,690+1,963+42%$326.0K$447.9K+$122.0K2026-10-14
Choreo, LLC
INCREASED6,3636,094+269+4%$423.5K$428.4K+$4.9K2026-10-28
HUB Investment Partners, LLC
DECREASED5,9355,967-32-1%$414.7K$399.6K-$15.1K2026-11-03
Richardson Financial Services Inc.
INCREASED5,8595,046+813+16%$350.7K$394.5K+$43.8K2026-10-30
Pinkerton Wealth, LLC
INCREASED5,8295,137+692+13%$321.8K$392.5K+$70.7K2026-10-29
GHP Investment Advisors, Inc.
UNCHANGED5,7115,71100%$396.9K$384.5K-$12.4K2026-10-15
United Advisor Group, LLC
INCREASED5,6644,876+788+16%$338.9K$381.4K+$42.5K2026-11-03
Joel Isaacson & Co., LLC
UNCHANGED5,5965,59600%$388.9K$376.8K-$12.1K2026-11-05
Platform Technology Partners
NEW5,273—+5,273——$355.0K—2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED5,2545,121+133+3%$355.9K$353.7K-$2.2K2026-10-15
Parcion Private Wealth LLC
UNCHANGED5,0895,08900%$353.7K$342.6K-$11.0K2026-10-28
Arrien Investments, Inc.
UNCHANGED4,7604,76000%$330.8K$320.5K-$10.3K2026-10-30
Retirement Planning Group, LLC
UNCHANGED4,5674,56700%$317.4K$307.5K-$9.9K2026-10-19
Atria Investments, Inc
INCREASED4,5543,471+1,083+31%$241.2K$306.6K+$65.4K2026-10-15
Meridian Wealth Management, LLC
DECREASED4,4314,441-100%$308.7K$298.3K-$10.3K2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED4,1104,11000%$285.6K$276.7K-$8.9K2026-10-21
Legacy Wealth Partners, LLC
NEW3,990—+3,990——$268.6K—2026-10-15
Midwest Trust Co
UNCHANGED3,8793,87900%$269.6K$261.2K-$8.4K2026-10-22
Kestra Advisory Services, LLC
DECREASED3,8686,993-3,125-45%$486.0K$260.4K-$225.6K2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED3,7703,77000%$245.7K$244.5K-$1.2K2026-11-04
Destiny Capital Corp
DECREASED3,7603,987-227-6%$277.1K$253.2K-$23.9K2026-11-03
Parallel Advisors, LLC
INCREASED3,6583,609+49+1%$250.8K$246.3K-$4.5K2026-11-03
Moss Adams Wealth Advisors LLC
UNCHANGED3,5313,53100%$245.4K$237.7K-$7.7K2026-10-28
Shira Ridge Wealth Management
INCREASED3,5023,302+200+6%$229.5K$235.8K+$6.3K2026-10-09
Arbor Investment Advisors, LLC
NEW3,383—+3,383——$227.8K—2026-10-26
Balance Wealth Partners LLC
INCREASED3,3163,205+111+3%$222.7K$223.3K+$5482026-10-27
Mattern Capital Management, LLC
UNCHANGED3,2803,28000%$228.0K$220.8K-$7.1K2026-11-02
Valeo Financial Advisors, LLC
UNCHANGED3,1413,14100%$218.3K$211.5K-$6.8K2026-10-08
Aaron Wealth Advisors LLC
UNCHANGED3,0923,09200%$214.9K$208.2K-$6.7K2026-10-13
Kingstone Capital Partners Texas, LLC
UNCHANGED3,0573,05700%$212.5K$205.9K-$6.6K2026-11-03
US Bancorp \de\
INCREASED3,0082,551+457+18%$177.3K$202.5K+$25.2K2026-11-05
3 Factor Indexing, LLC
UNCHANGED2,1902,19000%$152.2K$147.5K-$4.8K2026-10-15
Bayban
UNCHANGED1,9951,99500%$138.7K$138.7K$02026-11-05
Private Trust Co NA
NEW1,951—+1,951——$131.4K—2026-10-20
Citizens National Bank Trust Department
UNCHANGED1,6491,64900%$114.6K$111.0K-$3.6K2026-11-04
Signaturefd, LLC
UNCHANGED1,6141,61400%$112.2K$108.7K-$3.5K2026-10-23
Ashton Thomas Private Wealth, LLC
NEW1,599—+1,599——$107.7K—2026-11-03
Bangor Savings Bank
UNCHANGED1,5591,55900%$108.4K$105.0K-$3.4K2026-10-06
Rossby Financial, LCC
DECREASED1,5122,127-615-29%$147.8K$101.8K-$46.0K2026-11-05
Deutsche Bank Ag\
DECREASED1,4002,250-850-38%$156.4K$94.3K-$62.1K2026-11-06
Tsfg, LLC
DECREASED1,3361,593-257-16%$111.0K$90-$110.9K2026-10-23
Private Wealth Management Group, LLC
UNCHANGED1,3251,32500%$92.1K$89.2K-$2.9K2026-10-19
City Holding Co
NEW1,200—+1,200——$80.8K—2026-10-19
Eastern Bank
UNCHANGED1,1841,18400%$82.3K$79.7K-$2.6K2026-10-05
Financial Network Wealth Advisors LLC
INCREASED1,023909+114+13%$63.2K$68.9K+$5.7K2026-10-28
Allworth Financial LP
UNCHANGED99899800%$69.4K$69.4K$02026-11-06
TD Waterhouse Canada Inc.
UNCHANGED91891800%$62.7K$60.7K-$2.0K2026-10-16
Grove Bank & Trust
UNCHANGED60160100%$41.8K$40.5K-$1.3K2026-10-08
Meriwether Wealth & Planning, LLC
NEW589—+589——$39.7K—2026-10-13
Breakwater Investment Management
UNCHANGED57757700%$40.1K$38.9K-$1.3K2026-10-20
Curat Global, LLC
UNCHANGED54754700%$34.3K$36.8K+$2.6K2026-10-26
Signature Equity Partners, LLC
NEW533—+533——$35.9K—2026-10-29
Bay Harbor Wealth Management, LLC
UNCHANGED49749700%$34.5K$33.5K-$1.1K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED45845800%$31.8K$30.8K-$9942026-10-22
Rydar Equities, Inc.
NEW409—+409——$27.0K—2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED37637600%$26.1K$25.3K-$8152026-10-27
Cape Investment Advisory, Inc.
INCREASED363300+63+21%$20.9K$24.4K+$3.6K2026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED35035000%$24.3K$23.6K-$7592026-10-26
Financial Freedom, LLC
NEW334—+334——$22.5K—2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED32132100%$22.3K$21.6K-$6972026-11-04
Archer Investment Corp
UNCHANGED31831800%$22.1K$21.4K-$6902026-11-05
Chung Wu Investment Group, LLC
UNCHANGED30030000%$20.9K$20.2K-$6512026-11-03
Downshift Financial, LLC
UNCHANGED29629600%$20.6K$19.9K-$6422026-10-13
LFA - Lugano Financial Advisors SA
INCREASED265197+68+35%$13.7K$17.8K+$4.2K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED25125100%$17$17$02026-10-14
Larson Financial Group LLC
UNCHANGED23623600%$16.4K$15.9K-$5112026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED22522500%$15.6K$15.1K-$4892026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED20120100%$14.0K$13.5K-$4372026-10-30
Legacy Bridge, LLC
DECREASED200215-15-7%$14.9K$13.5K-$1.5K2026-10-28
Noble Wealth Management PBC
UNCHANGED20020000%$13.9K$13.5K-$4342026-10-01
Blue Trust, Inc.
DECREASED176182-6-3%$12.6K$11.9K-$7782026-10-15
Contravisory Investment Management, Inc.
DECREASED16718,919-18,752-99%$1.3M$11.2K-$1.3M2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED16416400%$11.4K$11.0K-$3562026-11-03
Adirondack Trust Co
UNCHANGED16116100%$11.2K$10.8K-$3502026-10-14
Harbor Investment Advisory, LLC
UNCHANGED15015000%$10.4K$10.1K-$3252026-10-13
Root Financial Partners, LLC
NEW146—+146——$9.8K—2026-10-21
Planning Strategies Inc.
UNCHANGED14514500%$10.1K$9.8K-$3152026-10-02
Abound Wealth Management
UNCHANGED13113100%$9.1K$8.8K-$2842026-10-26
Activest Wealth Management
UNCHANGED11511500%$8.0K$7.7K-$2492026-10-15
Spire Wealth Management
UNCHANGED11511500%$8.0K$7.7K-$2502026-10-30
Armstrong Advisory Group, Inc
NEW108—+108——$7.3K—2026-10-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED989800%$6.8K$6.6K-$2132026-10-27
Compass Financial Management LLC
DECREASED78186-108-58%$12.9K$5.3K-$7.7K2026-10-30
Pinnacle Bancorp, Inc.
DECREASED72178-106-60%$12.4K$4.8K-$7.5K2026-10-21
Asset Dedication, LLC
UNCHANGED434300%$3.0K$2.9K-$932026-11-03
Trust Co of Toledo NA
UNCHANGED434300%$3.0K$2.9K-$942026-10-16
Concord Wealth Partners
UNCHANGED363600%$2.5K$2.4K-$782026-11-02
Fairman Group, LLC
UNCHANGED363600%$2.5K$2.4K-$782026-10-26
CoreCap Advisors, LLC
NEW30—+30——$2.0K—2026-10-08
Key FInancial Inc
UNCHANGED262600%$1.8K$1.7K-$562026-11-02
Jacobi Capital Management LLC
NEW21—+21——$1.4K—2026-11-05
Princeton Global Asset Management LLC
NEW18—+18——$1.2K—2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED181800%$1.3K$1.2K-$392026-10-06
TD Private Client Wealth LLC
UNCHANGED1100%$80$78-$22026-10-28
Truxt Investmentos Ltda.
CLOSED0199,236-199,236-100%$13.8M$0-$13.8M2026-11-03
Galvin, Gaustad & Stein, LLC
CLOSED061,532-61,532-100%$4.3M$0-$4.3M2026-10-08
VestGen Advisors, LLC
CLOSED011,623-11,623-100%$807.8K$0-$807.8K2026-10-27
Axxcess Wealth Management, LLC
CLOSED09,217-9,217-100%$640.6K$0-$640.6K2026-10-21
Regions Financial Corp
CLOSED05,715-5,715-100%$397.2K$0-$397.2K2026-11-05
Mission Wealth Management, LP
CLOSED05,156-5,156-100%$358.3K$0-$358.3K2026-10-15
Strategic Blueprint, LLC
CLOSED04,912-4,912-100%$341.4K$0-$341.4K2026-10-22
Stone Summit Wealth LLC
CLOSED04,300-4,300-100%$298.9K$0-$298.9K2026-10-14
Lido Advisors, LLC
CLOSED03,601-3,601-100%$250.3K$0-$250.3K2026-11-04
Thrivent Financial for Lutherans
CLOSED03,107-3,107-100%$216.0K$0-$216.0K2026-11-05
Kingswood Wealth Advisors, LLC
CLOSED02,955-2,955-100%$205.4K$0-$205.4K2026-10-23
Guyasuta Investment Advisors Inc
CLOSED02,937-2,937-100%$204.1K$0-$204.1K2026-10-15
GFS Advisors, LLC
CLOSED01,681-1,681-100%$2.2M$0-$2.2M2026-11-03
Institute for Wealth Management, Llc.
CLOSED0865-865-100%$60.1K$0-$60.1K2026-11-06
LifeSteps Financial, Inc.
CLOSED0720-720-100%$50.0K$0-$50.0K2026-10-15
AdvisorNet Financial, Inc
CLOSED0625-625-100%$43.4K$0-$43.4K2026-10-15
Bullseye Investment Management, LLC
CLOSED0182-182-100%$12.6K$0-$12.6K2026-10-29
Salem Investment Counselors Inc
CLOSED093-93-100%$6.5K$0-$6.5K2026-10-13
Royal Bank of Canada
N/A—14,277,034-14,277,034-100%$992.3M———
FMR LLC
N/A—13,927,403-13,927,403-100%$968.0M———
BlackRock, Inc.
N/A—9,432,419-9,432,419-100%$655.6M———
Bank of America Corp
N/A—8,681,009-8,681,009-100%$603.3M———
Goldman Sachs Group Inc
N/A—8,281,873-8,281,873-100%$575.6M———
TD Asset Management Inc
N/A—6,223,743-6,223,743-100%$432.6M———
Northwestern Mutual Wealth Management Co
N/A—4,029,838-4,029,838-100%$280.1M———
Morgan Stanley
N/A—3,697,542-3,697,542-100%$257.0M———
UBS Group AG
N/A—3,187,058-3,187,058-100%$221.5M———
Allianz SE
N/A—999,509-999,509-100%$69.5M———
Ameriprise Financial Inc
N/A—922,870-922,870-100%$64.1M———
Wells Fargo & Company
N/A—864,893-864,893-100%$60.1M———
CSM Advisors, LLC
N/A—720,820-720,820-100%$50.1M———
Pgim Custom Harvest LLC
N/A—717,824-717,824-100%$49.9M———
Osaic Holdings, Inc.
N/A—644,630-644,630-100%$44.8M———
JPMorgan Chase & Co
N/A—587,304-587,304-100%$40.3M———
Naman Capital Ltda
N/A—451,750-451,750-100%$31.4M———
Bank of Montreal
N/A—440,650-440,650-100%$30.6M———
Prudential PLC
N/A—403,500-403,500-100%$28.0M———
Cetera Investment Advisers
N/A—376,550-376,550-100%$26.2M———
Westwood Holdings Group Inc
N/A—311,992-311,992-100%$21.7M———
Dakota Wealth Management
N/A—289,084-289,084-100%$20.1M———
Envestnet Asset Management Inc
N/A—284,553-284,553-100%$19.8M———
Karpus Management, Inc.
N/A—278,697-278,697-100%$19.4M———
Bank Hapoalim BM
N/A—232,200-232,200-100%$16.1M———
Syon Capital LLC
N/A—216,305-216,305-100%$15.0M———
Connable Office Inc
N/A—213,381-213,381-100%$14.8M———
Raymond James Financial Inc
N/A—202,148-202,148-100%$14.0M———
Bulltick Wealth Management, LLC
N/A—196,129-196,129-100%$13.6M———
NorthCoast Asset Management LLC
N/A—180,019-180,019-100%$12.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—160,154-160,154-100%$11.1M———
MML Investors Services, LLC
N/A—149,983-149,983-100%$10.4M———
Federation des caisses Desjardins du Quebec
N/A—148,371-148,371-100%$10.3M———
Fiduciary Trust Co
N/A—144,621-144,621-100%$10.1M———
Sanctuary Advisors, LLC
N/A—131,183-131,183-100%$9.1M———
Prosperity Consulting Group, LLC
N/A—104,119-104,119-100%$7.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—97,529-97,529-100%$6.8M———
Arrowstreet Capital, Limited Partnership
N/A—94,789-94,789-100%$6.6M———
Rathbones Group PLC
N/A—90,966-90,966-100%$6.3M———
Rockefeller Capital Management L.P.
N/A—84,456-84,456-100%$5.9M———
Graham Capital Management, L.P.
N/A—72,300-72,300-100%$5.0M———
Scotia Capital Inc.
N/A—71,226-71,226-100%$5.0M———
Hancock Whitney Corp
N/A—70,919-70,919-100%$4.9M———
Quantinno Capital Management LP
N/A—65,931-65,931-100%$4.6M———
Evelyn Partners Group Ltd
N/A—63,236-63,236-100%$3.7M———
UBS Asset Management Americas LLC
N/A—62,396-62,396-100%$4.3M———
SageView Advisory Group, LLC
N/A—60,895-60,895-100%$4.2M———
Orion Porfolio Solutions, LLC
N/A—60,290-60,290-100%$4.2M———
Dorsey Wright & Associates
N/A—59,533-59,533-100%$4.1M———
Cerity Partners LLC
N/A—56,905-56,905-100%$4.0M———
Mercer Global Advisors Inc
N/A—52,979-52,979-100%$3.7M———
Stifel Financial Corp
N/A—52,801-52,801-100%$3.7M———
Bleakley Financial Group, LLC
N/A—51,877-51,877-100%$3.6M———
Arkadios Wealth Advisors
N/A—47,600-47,600-100%$3.3M———
HighTower Advisors, LLC
N/A—45,939-45,939-100%$3.2M———
Global Retirement Partners, LLC
N/A—44,417-44,417-100%$3.1M———
Insigneo Advisory Services, LLC
N/A—44,248-44,248-100%$3.1M———
Brasada Capital Management, LP
N/A—41,200-41,200-100%$2.9M———
Caitlin John, LLC
N/A—39,846-39,846-100%$2.8M———
Franklin Resources Inc
N/A—35,913-35,913-100%$2.5M———
Hudson Portfolio Management LLC
N/A—35,503-35,503-100%$2.5M———
Jones Financial Companies Lllp
N/A—34,526-34,526-100%$2.3M———
Mariner, LLC
N/A—34,290-34,290-100%$2.4M———
Millennium Management LLC
N/A—33,773-33,773-100%$2.3M———
HSBC Holdings PLC
N/A—32,775-32,775-100%$2.3M———
Principal Securities, Inc.
N/A—31,383-31,383-100%$2.2M———
Pathstone Holdings, LLC
N/A—27,779-27,779-100%$1.9M———
Legacy Capital Group California, Inc.
N/A—27,271-27,271-100%$1.9M———
Betterment LLC
N/A—27,016-27,016-100%$1.9M———
Twin Focus Capital Partners, LLC
N/A—25,056-25,056-100%$1.7M———
Transamerica Financial Advisors, LLC
N/A—23,859-23,859-100%$1.7M———
Compass Capital Corp
N/A—22,512-22,512-100%$1.6M———
Sierra Capital LLC
N/A—22,505-22,505-100%$1.5M———
Conservest Capital Advisors, Inc.
N/A—21,408-21,408-100%$1.5M———
Mmbg Investment Advisors Co.
N/A—21,235-21,235-100%$1.5M———
Access Financial Services, Inc.
N/A—21,213-21,213-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—21,207-21,207-100%$1.5M———
Rehmann Capital Advisory Group
N/A—20,027-20,027-100%$1.4M———
SSA Swiss Advisors AG
N/A—19,689-19,689-100%$1.4M———
Edmond de Rothschild Holding S.A.
N/A—18,199-18,199-100%$1.3M———
Becker Capital Management Inc
N/A—17,709-17,709-100%$1.2M———
Smithfield Trust Co
N/A—15,892-15,892-100%$1.1M———
SG Americas Securities, LLC
N/A—15,452-15,452-100%$1.1M———
Trivium Point Advisory, LLC
N/A—14,576-14,576-100%$1.0M———
Quantbot Technologies LP
N/A—14,520-14,520-100%$1.0M———
National Bank of Canada
N/A—14,471-14,471-100%$993.7K———
NewEdge Advisors, LLC
N/A—14,337-14,337-100%$996.4K———
Ausdal Financial Partners, Inc.
N/A—13,995-13,995-100%$972.7K———
EFG International AG
N/A—13,899-13,899-100%$965.5K———
TPG Financial Advisors, LLC
N/A—13,376-13,376-100%$929.6K———
Citadel Advisors LLC
N/A—13,259-13,259-100%$921.5K———
Private Wealth Advisors, LLC
N/A—12,655-12,655-100%$879.5K———
Nuveen, LLC
N/A—12,361-12,361-100%$859.1K———
Advisors Capital Management, LLC
N/A—12,076-12,076-100%$839.3K———
Equitable Holdings, Inc.
N/A—11,421-11,421-100%$793.8K———
Focus Partners Wealth
N/A—11,415-11,415-100%$793.1K———
Laffer Tengler Investments, Inc.
N/A—11,235-11,235-100%$780.8K———
VestGen Investment Management
N/A—11,041-11,041-100%$767.4K———
Blalock Williams, LLC
N/A—10,726-10,726-100%$745.5K———
Summit Financial, LLC
N/A—10,714-10,714-100%$744.6K———
Steward Partners Investment Advisory, LLC
N/A—10,594-10,594-100%$736.3K———
Banco Santander, S.A.
N/A—10,123-10,123-100%$703.5K———
Wealthfront Advisers LLC
N/A—10,119-10,119-100%$703.3K———
Advisory Services Network, LLC
N/A—9,875-9,875-100%$686.3K———
Gateway Wealth Partners, LLC
N/A—9,517-9,517-100%$661.4K———
BBR Partners, LLC
N/A—9,452-9,452-100%$656.9K———
Synergy Investment Management, LLC
N/A—9,161-9,161-100%$620.3K———
AMJ Financial Wealth Management
N/A—9,007-9,007-100%$564.2K———
Goodman Financial Corp
N/A—8,866-8,866-100%$616.2K———
World Investment Advisors
N/A—7,717-7,717-100%$536.3K———
Waverly Advisors, LLC
N/A—7,488-7,488-100%$520.4K———
MAI Capital Management
N/A—7,418-7,418-100%$515.5K———
Arax Advisory Partners
N/A—6,780-6,780-100%$471.2K———
Greykasell Wealth Strategies, Inc.
N/A—6,719-6,719-100%$467.0K———
Prossimo Advisors, LLC
N/A—6,574-6,574-100%$456.9K———
SEI Investments Co
N/A—6,421-6,421-100%$446.3K———
Financial Alternatives, Inc
N/A—6,400-6,400-100%$444.8K———
&partners
N/A—5,684-5,684-100%$395.1K———
Blair William & Co
N/A—5,396-5,396-100%$375.1K———
BFC Planning, Inc.
N/A—5,253-5,253-100%$365.1K———
Lazard Asset Management LLC
N/A—5,195-5,195-100%$361.1K———
Moneta Group Investment Advisors LLC
N/A—5,096-5,096-100%$354.2K———
Captrust Financial Advisors
N/A—5,081-5,081-100%$353.1K———
Private Advisor Group, LLC
N/A—4,782-4,782-100%$332.3K———
BNP Paribas Financial Markets
N/A—4,729-4,729-100%$328.7K———
Calton & Associates, Inc.
N/A—4,548-4,548-100%$316.1K———
Sharpepoint LLC
N/A—4,518-4,518-100%$314.0K———
Arkos Global Advisors
N/A—4,454-4,454-100%$310.0K———
Advyzon Investment Management, LLC
N/A—4,358-4,358-100%$302.9K———
Squarepoint Ops LLC
N/A—4,291-4,291-100%$298.2K———
AQR Capital Management LLC
N/A—4,230-4,230-100%$294.0K———
Vestmark Advisory Solutions, Inc.
N/A—4,103-4,103-100%$285.2K———
Boreal Capital Management LLC
N/A—4,000-4,000-100%$278.0K———
Hexagon Capital Partners LLC
N/A—3,996-3,996-100%$277.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,888-3,888-100%$270.2K———
Monograph Wealth Advisors, LLC
N/A—3,803-3,803-100%$264.3K———
QRG Capital Management, Inc.
N/A—3,795-3,795-100%$263.8K———
White Pine Capital LLC
N/A—3,713-3,713-100%$258.1K———
Composition Wealth, LLC
N/A—3,558-3,558-100%$247.3K———
Continuum Advisory, LLC
N/A—3,488-3,488-100%$242.4K———
Integrated Wealth Concepts LLC
N/A—3,399-3,399-100%$236.2K———
Addison Advisors LLC
N/A—3,320-3,320-100%$230.7K———
Capstone Investment Advisors, LLC
N/A—3,252-3,252-100%$226.0K———
O'shaughnessy Asset Management, LLC
N/A—3,245-3,245-100%$225.5K———
Northern Trust Corp
N/A—3,216-3,216-100%$223.5K———
Family Manage LLC
N/A—3,209-3,209-100%$223.0K———
First National Bank of Omaha
N/A—3,155-3,155-100%$216.4K———
Brown Brothers Harriman & Co
N/A—3,152-3,152-100%$219.1K———
M&T Bank Corp
N/A—3,147-3,147-100%$218.7K———
Francis Financial, Inc.
N/A—3,101-3,101-100%$215.5K———
Ameriflex Group, Inc.
N/A—2,855-2,855-100%$198.4K———
Geneos Wealth Management Inc.
N/A—2,436-2,436-100%$169.3K———
Harbour Investments, Inc.
N/A—1,838-1,838-100%$127.7K———
Bessemer Group Inc
N/A—1,636-1,636-100%$114.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,558-1,558-100%$108.3K———
Caldwell Sutter Capital, Inc.
N/A—1,466-1,466-100%$101.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,201-1,201-100%$83.5K———
Smartleaf Asset Management LLC
N/A—1,174-1,174-100%$80.5K———
AE Wealth Management LLC
N/A—968-968-100%$67.3K———
Roble, Belko & Company, Inc
N/A—738-738-100%$51.0K———
FAS Wealth Partners, Inc.
N/A—593-593-100%$41.2K———
Miller Capital Partners, Inc.
N/A—522-522-100%$36.3K———
Rothschild Investment LLC
N/A—500-500-100%$34.8K———
Hollencrest Capital Management
N/A—458-458-100%$31.8K———
LGT Financial Advisors LLC
N/A—437-437-100%$30.4K———
IFG Advisory, LLC
N/A—436-436-100%$30.3K———
Aptus Capital Advisors, LLC
N/A—419-419-100%$29.1K———
Huntington National Bank
N/A—408-408-100%$28.4K———
Leo H. Evart, Inc.
N/A—385-385-100%$26.8K———
Webster Bank, N. A.
N/A—290-290-100%$20.2K———
Vanguard Advisers Inc
N/A—278-278-100%$19.3K———
Hantz Financial Services, Inc.
N/A—265-265-100%$18———
FWL Investment Management, LLC
N/A—240-240-100%$16.7K———
Bernard Wealth Management Corp.
N/A—231-231-100%$16.1K———
Medallion Wealth Advisors, LLC
N/A—200-200-100%$13.9K———
S&T Bank
N/A—187-187-100%$13.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—179-179-100%$12.4K———
Copia Wealth Management
N/A—164-164-100%$11.4K———
CVA Family Office, LLC
N/A—130-130-100%$9.0K———
Fiduciary Financial Advisors
N/A—89-89-100%$6.2K———
Atlantic Union Bankshares Corp
N/A—50-50-100%$3.5K———
Basepoint Wealth LLC
N/A—13-13-100%$869———
Horizon Investments, LLC
N/A—7-7-100%$486———
Showing 388 of 388 institutions