Ishares Global Energy ETF (IXC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Pictet Asset Management Holding SA

NEW

Shares749,225

Change+749,225

Value$42.7M

Filed 2026-11-03

Evergreen Capital Management LLC

INCREASED

Shares641,856 from 639,408

Change+2,448 (+0%)

Value$36.6M (+$5.2M)

Filed 2026-10-23

Verger Capital Management LLC

DECREASED

Shares521,479 from 570,320

Change-48,841 (-9%)

Value$29.7M (+$1.7M)

Filed 2026-10-22

Versant Capital Management, Inc

INCREASED

Shares508,556 from 497,916

Change+10,640 (+2%)

Value$29.0M (+$4.5M)

Filed 2026-10-02

MFA Wealth Advisors, LLC

DECREASED

Shares301,973 from 304,539

Change-2,566 (-1%)

Value$17.2M (+$2.2M)

Filed 2026-10-07

Van Cleef Asset Management,Inc

DECREASED

Shares261,530 from 269,735

Change-8,205 (-3%)

Value$14.9M (+$1.6M)

Filed 2026-10-20

Financial Advisory Corp

DECREASED

Shares218,254 from 226,108

Change-7,854 (-3%)

Value$12.4M (+$1.3M)

Filed 2026-10-14

Commonwealth Equity Services, LLC

DECREASED

Shares162,172 from 168,344

Change-6,172 (-4%)

Value$9.2M (+$968.2K)

Filed 2026-11-02

Strategic Wealth Investment Group, LLC

DECREASED

Shares151,075 from 157,645

Change-6,570 (-4%)

Value$8.6M (+$861.6K)

Filed 2026-10-29

Sigma Planning Corp

INCREASED

Shares149,833 from 142,509

Change+7,324 (+5%)

Value$8.5M (+$1.5M)

Filed 2026-10-23

Client 1ST Advisory Group, LLC

INCREASED

Shares124,660 from 114,299

Change+10,361 (+9%)

Value$7.1M (+$1.5M)

Filed 2026-10-19

Ayalon Insurance Comp Ltd.

UNCHANGED

Shares107,474 from 107,474

Change0 (0%)

Value$6.1K (+$843)

Filed 2026-10-08

Pinnacle Associates LTD

DECREASED

Shares94,318 from 94,593

Change-275 (0%)

Value$5.4M (+$725.9K)

Filed 2026-10-20

Factor Wealth Management LTD

DECREASED

Shares90,263 from 94,559

Change-4,296 (-5%)

Value$5.1M (+$496.6K)

Filed 2026-10-08

Northland Securities, Inc.

DECREASED

Shares77,518 from 78,141

Change-623 (-1%)

Value$4.4M (+$577.1K)

Filed 2026-11-02

Sierra Summit Advisors LLC

INCREASED

Shares73,411 from 71,228

Change+2,183 (+3%)

Value$4.2M (+$682.8K)

Filed 2026-10-28

Able Financial Group, LLC

INCREASED

Shares65,894 from 62,535

Change+3,359 (+5%)

Value$3.8M (+$681.6K)

Filed 2026-10-14

Elevation Point Wealth Partners, LLC

INCREASED

Shares63,092 from 58,777

Change+4,315 (+7%)

Value$3.6M (+$706.6K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares61,721 from 60,808

Change+913 (+2%)

Value$3.5K (-$3.0M)

Filed 2026-11-02

Advocate Investing Services LLC

DECREASED

Shares61,195 from 63,195

Change-2,000 (-3%)

Value$3.5M (+$381.5K)

Filed 2026-10-26

Truist Financial Corp

INCREASED

Shares60,489 from 58,457

Change+2,032 (+3%)

Value$3.4M (+$574.1K)

Filed 2026-10-30

Snider Financial Group

INCREASED

Shares53,540 from 52,427

Change+1,113 (+2%)

Value$3.1M (+$474.4K)

Filed 2026-10-16

Sentinel Trust Co LBA

DECREASED

Shares52,300 from 68,300

Change-16,000 (-23%)

Value$3.0M (+$3.0M)

Filed 2026-11-03

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares43,726 from 43,626

Change+100 (+0%)

Value$2.5M (+$347.7K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares39,275 from 37,085

Change+2,190 (+6%)

Value$2.2M (+$415.5K)

Filed 2026-11-02

Rainier Family Wealth Inc

INCREASED

Shares37,922 from 36,312

Change+1,610 (+4%)

Value$2.2M (+$376.4K)

Filed 2026-11-02

TD Waterhouse Canada Inc.

DECREASED

Shares34,635 from 34,900

Change-265 (-1%)

Value$2.0M (+$297.2K)

Filed 2026-10-16

Thrivent Financial for Lutherans

DECREASED

Shares29,641 from 52,054

Change-22,413 (-43%)

Value$1.7M (-$868.0K)

Filed 2026-11-05

J. Safra Sarasin Holding AG

UNCHANGED

Shares29,621 from 29,621

Change0 (0%)

Value$1.7M ($0)

Filed 2026-10-26

Chesley Taft & Associates LLC

INCREASED

Shares28,622 from 28,012

Change+610 (+2%)

Value$1.6M (+$254.4K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares26,983 from 23,789

Change+3,194 (+13%)

Value$1.6M (+$404.0K)

Filed 2026-10-13

James Investment Research, Inc.

INCREASED

Shares26,484 from 25,913

Change+571 (+2%)

Value$1.5M (+$235.7K)

Filed 2026-10-22

Creative Planning

DECREASED

Shares26,101 from 27,101

Change-1,000 (-4%)

Value$1.5M (+$155.5K)

Filed 2026-11-02

Vontobel Holding Ltd.

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$1.4M (+$196.0K)

Filed 2026-10-16

MacKenzie Financial Corp

INCREASED

Shares24,480 from 23,516

Change+964 (+4%)

Value$1.4M (+$239.3K)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares24,068 from 23,532

Change+536 (+2%)

Value$1.4K (-$1.2M)

Filed 2026-10-26

Affiance Financial, LLC

DECREASED

Shares23,590 from 24,768

Change-1,178 (-5%)

Value$1.3M (+$127.1K)

Filed 2026-10-15

Dara Capital US, Inc.

UNCHANGED

Shares22,050 from 22,050

Change0 (0%)

Value$1.3M (+$172.9K)

Filed 2026-10-29

Climber Capital SA

INCREASED

Shares21,811 from 21,549

Change+262 (+1%)

Value$1.2M (+$121.5K)

Filed 2026-10-20

Cullen T Bankers, Inc.

DECREASED

Shares20,423 from 112,456

Change-92,033 (-82%)

Value$1.2M (-$4.4M)

Filed 2026-10-28

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

DECREASED

Shares18,743 from 18,797

Change-54 (0%)

Value$1.1M (+$144.3K)

Filed 2026-10-14

Axxcess Wealth Management, LLC

UNCHANGED

Shares17,086 from 17,086

Change0 (0%)

Value$973.4K (+$134.0K)

Filed 2026-10-21

Concurrent Investment Advisors, LLC

INCREASED

Shares17,004 from 12,979

Change+4,025 (+31%)

Value$968.7K (+$331.1K)

Filed 2026-10-16

Citigroup Inc

INCREASED

Shares16,724 from 16,598

Change+126 (+1%)

Value$952.8K (+$137.3K)

Filed 2026-11-04

Watershed Private Wealth LLC

INCREASED

Shares16,314 from 15,823

Change+491 (+3%)

Value$929.4K (+$152.0K)

Filed 2026-10-30

TPG Advisors LLC

INCREASED

Shares14,086 from 12,002

Change+2,084 (+17%)

Value$802.5K (+$212.8K)

Filed 2026-10-16

Sowell Financial Services LLC

INCREASED

Shares12,323 from 11,976

Change+347 (+3%)

Value$702.0K (+$113.7K)

Filed 2026-10-23

Lynx Investment Advisory

UNCHANGED

Shares12,288 from 12,288

Change0 (0%)

Value$700.1K (+$96.3K)

Filed 2026-10-27

Schorn Wealth LLC

DECREASED

Shares12,196 from 12,245

Change-49 (0%)

Value$694.8K (+$93.2K)

Filed 2026-10-14

Ameraudi Asset Management, Inc.

UNCHANGED

Shares12,190 from 12,190

Change0 (0%)

Value$694.5K (+$95.6K)

Filed 2026-11-05

Partners Wealth Management, LLC

INCREASED

Shares11,633 from 11,167

Change+466 (+4%)

Value$662.7K (+$114.1K)

Filed 2026-10-28

BCO Wealth Management LLC

UNCHANGED

Shares11,399 from 11,399

Change0 (0%)

Value$649.4K (+$89.4K)

Filed 2026-10-14

Wealth Management Partners, LLC

INCREASED

Shares11,392 from 10,962

Change+430 (+4%)

Value$649.0K (+$110.4K)

Filed 2026-10-21

Centerpoint Advisors, LLC

UNCHANGED

Shares10,782 from 10,782

Change0 (0%)

Value$614.0K (+$84.0K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares10,556 from 12,435

Change-1,879 (-15%)

Value$601.4K (-$9.6K)

Filed 2026-10-08

Clear Creek Financial Management, LLC

INCREASED

Shares10,213 from 8,088

Change+2,125 (+26%)

Value$581.8K (+$184.5K)

Filed 2026-10-28

J.Safra Asset Management Corp

UNCHANGED

Shares10,079 from 10,079

Change0 (0%)

Value$574.2K (+$79.0K)

Filed 2026-11-03

Everett Harris & Co

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$569.7K (+$78.4K)

Filed 2026-10-28

Founders Financial Securities LLC

DECREASED

Shares9,769 from 9,913

Change-144 (-1%)

Value$556.5K (+$69.5K)

Filed 2026-10-28

Brighton Jones LLC

INCREASED

Shares9,473 from 9,300

Change+173 (+2%)

Value$539.7K (+$82.8K)

Filed 2026-11-03

Detalus Advisors, LLC

UNCHANGED

Shares9,271 from 9,271

Change0 (0%)

Value$528.2K (+$72.7K)

Filed 2026-10-15

Ifrah Financial Services, Inc.

DECREASED

Shares9,217 from 9,313

Change-96 (-1%)

Value$525.1K (+$67.5K)

Filed 2026-10-13

Ashton Thomas Securities, LLC

NEW

Shares8,882

Change+8,882

Value$506.0K

Filed 2026-10-26

First Heartland Consultants, Inc.

INCREASED

Shares8,869 from 8,593

Change+276 (+3%)

Value$505.3K (+$83.1K)

Filed 2026-10-08

Baker Ellis Asset Management LLC

UNCHANGED

Shares7,975 from 7,975

Change0 (0%)

Value$454.3K (+$62.5K)

Filed 2026-10-14

Walkner Condon Financial Advisors LLC

DECREASED

Shares7,956 from 8,050

Change-94 (-1%)

Value$447.3K (+$51.8K)

Filed 2026-11-02

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares7,856 from 6,684

Change+1,172 (+18%)

Value$447.6K (+$119.2K)

Filed 2026-10-16

Sagespring Wealth Partners, LLC

INCREASED

Shares7,760 from 6,536

Change+1,224 (+19%)

Value$442.1K (+$121.0K)

Filed 2026-10-22

Solstein Capital, LLC

INCREASED

Shares7,451 from 7,283

Change+168 (+2%)

Value$424.5K (+$66.7K)

Filed 2026-11-02

Ferguson Wellman Capital Management, Inc

UNCHANGED

Shares7,364 from 7,364

Change0 (0%)

Value$419.5K (+$57.7K)

Filed 2026-10-05

Union Bancaire Privee, UBP SA

DECREASED

Shares7,112 from 13,497

Change-6,385 (-47%)

Value$384.7K (-$263.5K)

Filed 2026-11-04

Mesirow Financial Investment Management, Inc.

UNCHANGED

Shares6,977 from 6,977

Change0 (0%)

Value$397.5K (+$54.7K)

Filed 2026-11-05

StoneX Group Inc.

NEW

Shares6,867

Change+6,867

Value$391.2K

Filed 2026-11-03

BFI Wealth Solutions, LLC

DECREASED

Shares6,708 from 6,709

Change-1 (0%)

Value$382.2K (+$52.6K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

UNCHANGED

Shares6,663 from 6,663

Change0 (0%)

Value$379.6K (+$52.2K)

Filed 2026-11-05

Vise Technologies, Inc.

NEW

Shares6,523

Change+6,523

Value$371.6K

Filed 2026-10-29

Corecam Pte. Ltd.

INCREASED

Shares6,410 from 5,420

Change+990 (+18%)

Value$365.2K (+$98.9K)

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares6,398 from 4,701

Change+1,697 (+36%)

Value$364.5K (+$133.5K)

Filed 2026-11-05

Elmwood Wealth Management, Inc.

UNCHANGED

Shares6,200 from 6,200

Change0 (0%)

Value$353.2K (+$48.6K)

Filed 2026-10-14

United Advisor Group, LLC

NEW

Shares6,006

Change+6,006

Value$342.2K

Filed 2026-11-03

Sovran Advisors, LLC

DECREASED

Shares5,980 from 6,008

Change-28 (0%)

Value$378.2K (+$56.3K)

Filed 2026-11-02

Creative Financial Designs Inc

INCREASED

Shares5,601 from 13

Change+5,588 (+42985%)

Value$319.1K (+$318.5K)

Filed 2026-11-04

Daiwa Securities Group Inc.

UNCHANGED

Shares5,600 from 5,600

Change0 (0%)

Value$319.0K (+$43.9K)

Filed 2026-10-29

1834 Investment Advisors Co

UNCHANGED

Shares5,487 from 5,487

Change0 (0%)

Value$312.6K (+$43.0K)

Filed 2026-10-16

CoreCap Advisors, LLC

DECREASED

Shares5,475 from 5,926

Change-451 (-8%)

Value$311.9K (+$20.8K)

Filed 2026-10-08

Citizens Financial Group Inc

UNCHANGED

Shares5,381 from 5,381

Change0 (0%)

Value$306.5K (+$42.2K)

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares5,156 from 4,925

Change+231 (+5%)

Value$293.7K (+$51.8K)

Filed 2026-10-22

MGO One Seven LLC

DECREASED

Shares5,150 from 5,151

Change-1 (0%)

Value$293.4K (+$40.3K)

Filed 2026-10-28

Choreo, LLC

DECREASED

Shares5,141 from 5,528

Change-387 (-7%)

Value$292.9K (+$21.3K)

Filed 2026-10-28

Salem Investment Counselors Inc

UNCHANGED

Shares5,100 from 5,100

Change0 (0%)

Value$290.5K (+$40.0K)

Filed 2026-10-13

ProCore Advisors, LLC

DECREASED

Shares5,028 from 7,210

Change-2,182 (-30%)

Value$286.4K (-$67.8K)

Filed 2026-10-14

Bright Financial Advisors, Inc.

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$284.9K (+$39.2K)

Filed 2026-10-23

Legacy Advisors, LLC

UNCHANGED

Shares4,915 from 4,915

Change0 (0%)

Value$280.0K (+$38.5K)

Filed 2026-10-19

Townsend & Associates, Inc

UNCHANGED

Shares4,625 from 4,625

Change0 (0%)

Value$291.3K (+$43.2K)

Filed 2026-10-23

Interchange Capital Partners, LLC

UNCHANGED

Shares4,623 from 4,623

Change0 (0%)

Value$263.4K (+$36.2K)

Filed 2026-10-28

Compound Planning, Inc.

DECREASED

Shares4,582 from 5,421

Change-839 (-15%)

Value$261.1K (-$5.3K)

Filed 2026-11-05

Clifford Swan Investment Counsel LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$256.4K (+$35.3K)

Filed 2026-11-05

Turtle Creek Wealth Advisors, LLC

UNCHANGED

Shares4,412 from 4,412

Change0 (0%)

Value$251.4K (+$34.6K)

Filed 2026-10-15

Montecito Bank & Trust

UNCHANGED

Shares4,326 from 4,326

Change0 (0%)

Value$246.5K (+$33.9K)

Filed 2026-10-01

71 West Capital Partners

UNCHANGED

Shares4,318 from 4,318

Change0 (0%)

Value$246.0K (+$33.9K)

Filed 2026-11-04

RCW Management, LLC

UNCHANGED

Shares4,146 from 4,146

Change0 (0%)

Value$236.2K (+$32.5K)

Filed 2026-10-30

Apollon Wealth Management, LLC

NEW

Shares4,121

Change+4,121

Value$234.8K

Filed 2026-10-23

US Bancorp \de\

DECREASED

Shares4,097 from 4,225

Change-128 (-3%)

Value$233.4K (+$25.8K)

Filed 2026-11-05

Krilogy Financial LLC

UNCHANGED

Shares4,086 from 4,086

Change0 (0%)

Value$248.0K (+$47.2K)

Filed 2026-10-13

B. Riley Wealth Advisors, Inc.

NEW

Shares3,920

Change+3,920

Value$223.4K

Filed 2026-10-13

Provenance Wealth Advisors, LLC

UNCHANGED

Shares3,916 from 3,916

Change0 (0%)

Value$223.1K (+$30.7K)

Filed 2026-10-30

Spire Wealth Management

DECREASED

Shares3,849 from 3,999

Change-150 (-4%)

Value$219.3K (+$22.8K)

Filed 2026-10-30

Patten & Patten Inc

NEW

Shares3,797

Change+3,797

Value$216.3K

Filed 2026-10-26

HB Wealth Management, LLC

NEW

Shares3,779

Change+3,779

Value$215.3K

Filed 2026-10-23

Decision Investments, Inc

NEW

Shares3,674

Change+3,674

Value$209.3K

Filed 2026-10-07

Saxony Capital Management, LLC

NEW

Shares3,647

Change+3,647

Value$207.7K

Filed 2026-10-15

MBA Advisors LLC

DECREASED

Shares3,643 from 4,848

Change-1,205 (-25%)

Value$207.5K (-$30.6K)

Filed 2026-10-29

Wedmont Private Capital

NEW

Shares3,505

Change+3,505

Value$210.1K

Filed 2026-10-09

Blue Trust, Inc.

INCREASED

Shares2,814 from 1,722

Change+1,092 (+63%)

Value$160.3K (+$75.7K)

Filed 2026-10-15

Provident Wealth Management, LLC

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$142.4K (+$19.6K)

Filed 2026-10-20

Ascentis Independent Advisors

INCREASED

Shares2,438 from 2,394

Change+44 (+2%)

Value$138.9K (+$21.3K)

Filed 2026-11-03

Advanced Asset Management Advisors Inc

INCREASED

Shares2,241 from 2,226

Change+15 (+1%)

Value$127.7K (+$18.3K)

Filed 2026-10-20

Ashton Thomas Private Wealth, LLC

INCREASED

Shares2,096 from 1,827

Change+269 (+15%)

Value$119.4K (+$29.6K)

Filed 2026-11-03

Rosenberg Matthew Hamilton

UNCHANGED

Shares1,817 from 1,817

Change0 (0%)

Value$103.5K (+$14.2K)

Filed 2026-10-05

Comprehensive Financial Planning, Inc.

DECREASED

Shares1,648 from 1,649

Change-1 (0%)

Value$93.9K (+$12.9K)

Filed 2026-10-27

Mather Group, Llc.

DECREASED

Shares1,519 from 4,014

Change-2,495 (-62%)

Value$86.5K (-$110.7K)

Filed 2026-10-14

Powell Investment Advisors, LLC

UNCHANGED

Shares1,483 from 1,483

Change0 (0%)

Value$84.5K (+$11.6K)

Filed 2026-10-22

Latitude Advisors, LLC

NEW

Shares1,426

Change+1,426

Value$81.3K

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares1,159 from 1,159

Change0 (0%)

Value$66.0K (+$9.1K)

Filed 2026-10-21

Bokf, NA

UNCHANGED

Shares1,014 from 1,014

Change0 (0%)

Value$57.8K (+$8.0K)

Filed 2026-10-27

Fortitude Family Office, LLC

UNCHANGED

Shares988 from 988

Change0 (0%)

Value$56.3K (+$7.7K)

Filed 2026-10-14

Concord Wealth Partners

UNCHANGED

Shares987 from 987

Change0 (0%)

Value$56.3K (+$7.7K)

Filed 2026-11-02

Elevated Capital Advisors, LLC

UNCHANGED

Shares972 from 972

Change0 (0%)

Value$55.4K (+$7.6K)

Filed 2026-11-04

Hyposwiss Advisors SA

UNCHANGED

Shares944 from 944

Change0 (0%)

Value$53.8K (+$7.4K)

Filed 2026-10-26

IMG Wealth Management, Inc.

UNCHANGED

Shares862 from 862

Change0 (0%)

Value$49.1K (+$6.8K)

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares799 from 799

Change0 (0%)

Value$45.5K (+$6.3K)

Filed 2026-10-16

Nfsg Corp

UNCHANGED

Shares771 from 771

Change0 (0%)

Value$43.9K (+$6.0K)

Filed 2026-10-15

Assetmark, Inc

INCREASED

Shares754 from 484

Change+270 (+56%)

Value$43.0K (+$19.2K)

Filed 2026-10-21

EverSource Wealth Advisors, LLC

DECREASED

Shares668 from 671

Change-3 (0%)

Value$38.1K (+$5.1K)

Filed 2026-11-04

Harbor Investment Advisory, LLC

UNCHANGED

Shares638 from 638

Change0 (0%)

Value$36.3K (+$5.0K)

Filed 2026-10-13

Parallel Advisors, LLC

DECREASED

Shares624 from 629

Change-5 (-1%)

Value$35.5K (+$4.6K)

Filed 2026-11-03

CX Institutional

NEW

Shares604

Change+604

Value$34

Filed 2026-10-02

Bank of New Hampshire

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$34.2K (+$4.7K)

Filed 2026-10-06

AlphaCore Capital LLC

UNCHANGED

Shares563 from 563

Change0 (0%)

Value$32.1K (+$4.4K)

Filed 2026-11-04

Barrett & Company, Inc.

UNCHANGED

Shares551 from 551

Change0 (0%)

Value$31.4K (+$4.3K)

Filed 2026-10-22

SYM Financial Corp

UNCHANGED

Shares475 from 475

Change0 (0%)

Value$27.1K (+$3.7K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares459

Change+459

Value$26.1K

Filed 2026-10-21

Manchester Capital Management LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$22.8K (+$3.1K)

Filed 2026-10-22

Smallwood Wealth Investment Management, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$22.8K (+$3.1K)

Filed 2026-10-30

Sava Infond d.o.o.

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$21.6K (+$3.0K)

Filed 2026-10-28

Allspring Global Investments Holdings, LLC

INCREASED

Shares324 from 115

Change+209 (+182%)

Value$18.7K (+$13.0K)

Filed 2026-11-04

Lanark Financial, Inc.

UNCHANGED

Shares315 from 315

Change0 (0%)

Value$17.9K (+$2.5K)

Filed 2026-10-26

Larson Financial Group LLC

UNCHANGED

Shares312 from 312

Change0 (0%)

Value$17.8K (+$2.4K)

Filed 2026-11-05

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$17.1K (+$2.4K)

Filed 2026-10-26

Downshift Financial, LLC

UNCHANGED

Shares277 from 277

Change0 (0%)

Value$15.8K (+$2.2K)

Filed 2026-10-13

Golden State Wealth Management, LLC

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$14.8K (+$2.0K)

Filed 2026-11-02

Evermay Wealth Management LLC

UNCHANGED

Shares236 from 236

Change0 (0%)

Value$13.4K (+$1.9K)

Filed 2026-11-05

Asset Dedication, LLC

NEW

Shares223

Change+223

Value$12.7K

Filed 2026-11-03

Rachor Investment Advisory Services, LLC

UNCHANGED

Shares217 from 217

Change0 (0%)

Value$12.4K (+$1.7K)

Filed 2026-10-29

Triumph Capital Management

DECREASED

Shares202 from 206

Change-4 (-2%)

Value$11.5K (+$1.4K)

Filed 2026-10-14

Gamma Investing LLC

UNCHANGED

Shares192 from 192

Change0 (0%)

Value$10.9K (+$1.5K)

Filed 2026-10-08

Compass Financial Management LLC

UNCHANGED

Shares189 from 189

Change0 (0%)

Value$10.8K (+$1.5K)

Filed 2026-10-30

Pacifica Partners Inc.

UNCHANGED

Shares188 from 188

Change0 (0%)

Value$10.8K (+$1.6K)

Filed 2026-10-09

Archer Investment Corp

NEW

Shares171

Change+171

Value$9.7K

Filed 2026-11-05

Atlantic Edge Private Wealth Management, LLC

NEW

Shares164

Change+164

Value$9.3K

Filed 2026-10-20

Rossby Financial, LCC

INCREASED

Shares152 from 105

Change+47 (+45%)

Value$8.6K (+$3.5K)

Filed 2026-11-05

Ascentis Wealth Management, LLC

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$8.7K (+$1.2K)

Filed 2026-11-03

POM Investment Strategies, LLC

INCREASED

Shares144 from 135

Change+9 (+7%)

Value$8.2K (+$1.6K)

Filed 2026-10-20

Avion Wealth

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$8 (+$1)

Filed 2026-11-04

Financial Consulate, Inc

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$8.2K (+$1.1K)

Filed 2026-10-23

Breakwater Investment Management

UNCHANGED

Shares138 from 138

Change0 (0%)

Value$7.9K (+$1.1K)

Filed 2026-10-20

Quaker Wealth Management, LLC

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$5.9K (+$815)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

INCREASED

Shares85 from 12

Change+73 (+608%)

Value$4.8K (+$4.3K)

Filed 2026-11-05

Heritage Family Offices, LLP

NEW

Shares79

Change+79

Value$4.5K

Filed 2026-11-02

Team Financial Group, LLC

NEW

Shares76

Change+76

Value$4.3K

Filed 2026-10-30

First Command Advisory Services, Inc.

NEW

Shares63

Change+63

Value$3.6K

Filed 2026-11-05

Balance Wealth Partners LLC

NEW

Shares59

Change+59

Value$3.4K

Filed 2026-10-27

Evolution Wealth Management Inc.

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$3.1K (+$423)

Filed 2026-10-28

Global Trust Asset Management, LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$3.0K (+$412)

Filed 2026-10-19

Princeton Global Asset Management LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$3.0K (+$415)

Filed 2026-10-21

Lloyd Advisory Services, Llc.

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$2.6K (+$351)

Filed 2026-11-02

Sofi Wealth, LLC

DECREASED

Shares18 from 19

Change-1 (-5%)

Value$1.0K (+$101)

Filed 2026-10-27

Signaturefd, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$578 (+$80)

Filed 2026-10-23

Mainstream Capital Management LLC

NEW

Shares4

Change+4

Value$228

Filed 2026-10-23

Physician Wealth Advisors, Inc.

DECREASED

Shares3 from 15

Change-12 (-80%)

Value$171 (-$573)

Filed 2026-10-20

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$114 (+$15)

Filed 2026-10-15

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 16,244

Change-16,244 (-100%)

Value$0 (-$798.1K)

Filed 2026-10-30

Plancorp, LLC

CLOSED

Shares0 from 10,283

Change-10,283 (-100%)

Value$0 (-$540.3K)

Filed 2026-11-03

Verity Asset Management, Inc.

CLOSED

Shares0 from 8,456

Change-8,456 (-100%)

Value$0 (-$415.4K)

Filed 2026-10-30

Jefferies Financial Group Inc.

CLOSED

Shares0 from 8,372

Change-8,372 (-100%)

Value$0 (-$411.3K)

Filed 2026-11-05

Simon Quick Advisors, LLC

CLOSED

Shares0 from 4,912

Change-4,912 (-100%)

Value$0 (-$241.3K)

Filed 2026-10-26

Bank Julius Baer & Co. Ltd, Zurich

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$49.1K)

Filed 2026-10-29

Halbert Hargrove Global Advisors, LLC

CLOSED

Shares0 from 429

Change-429 (-100%)

Value$0 (-$21.1K)

Filed 2026-10-16

Simplex Trading, LLC

CLOSED

Shares0 from 236

Change-236 (-100%)

Value$0 (-$11.6K)

Filed 2026-11-04

MCF Advisors LLC

CLOSED

Shares0 from 142

Change-142 (-100%)

Value$0 (-$7.0K)

Filed 2026-10-28

Founders Capital Management

CLOSED

Shares0 from 132

Change-132 (-100%)

Value$0 (-$6.5K)

Filed 2026-10-13

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 119

Change-119 (-100%)

Value$0 (-$5.8K)

Filed 2026-10-26

Y.D. More Investments Ltd

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$5.7K)

Filed 2026-11-02

Virginia Estate & Retirement Planning Advisors Inc.

CLOSED

Shares0 from 107

Change-107 (-100%)

Value$0 (-$24.3K)

Filed 2026-10-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 68

Change-68 (-100%)

Value$0 (-$3.3K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-15

Central Trust Co

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$440)

Filed 2026-10-16

Mondrian Investment Partners LTD

DECREASED

Shares0 from 18

Change-18 (-100%)

Value$5 (-$858)

Filed 2026-10-23

Fisher Asset Management, LLC

N/A

Shares— from 2,917,909

Change-2,917,909 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,451,088

Change-2,451,088 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,059,847

Change-1,059,847 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 781,346

Change-781,346 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 763,840

Change-763,840 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 586,691

Change-586,691 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 463,585

Change-463,585 (-100%)

Value—

UBS Group AG

N/A

Shares— from 403,811

Change-403,811 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 324,155

Change-324,155 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 290,022

Change-290,022 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 284,453

Change-284,453 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 275,110

Change-275,110 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 235,836

Change-235,836 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 211,416

Change-211,416 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 208,252

Change-208,252 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 181,700

Change-181,700 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 178,369

Change-178,369 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 158,120

Change-158,120 (-100%)

Value—

Morningstar Investment Management LLC

N/A

Shares— from 154,885

Change-154,885 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 136,125

Change-136,125 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 131,464

Change-131,464 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 129,339

Change-129,339 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 121,071

Change-121,071 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 116,360

Change-116,360 (-100%)

Value—

GenTrust, LLC

N/A

Shares— from 105,149

Change-105,149 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 97,784

Change-97,784 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 96,873

Change-96,873 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 96,620

Change-96,620 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 91,498

Change-91,498 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 90,043

Change-90,043 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 85,901

Change-85,901 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 84,800

Change-84,800 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 83,169

Change-83,169 (-100%)

Value—

Prudential PLC

N/A

Shares— from 69,575

Change-69,575 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 68,647

Change-68,647 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 61,378

Change-61,378 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 61,109

Change-61,109 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 51,950

Change-51,950 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 51,880

Change-51,880 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 41,956

Change-41,956 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 41,120

Change-41,120 (-100%)

Value—

Alpha Financial Partners LLC

N/A

Shares— from 38,490

Change-38,490 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 37,000

Change-37,000 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 34,213

Change-34,213 (-100%)

Value—

PSI Advisors, LLC

N/A

Shares— from 33,666

Change-33,666 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 33,590

Change-33,590 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 32,371

Change-32,371 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 31,508

Change-31,508 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 31,357

Change-31,357 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 31,352

Change-31,352 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 29,524

Change-29,524 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 24,730

Change-24,730 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 24,680

Change-24,680 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 24,256

Change-24,256 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 24,009

Change-24,009 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 23,603

Change-23,603 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 23,539

Change-23,539 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 23,222

Change-23,222 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 20,870

Change-20,870 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 19,602

Change-19,602 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 18,989

Change-18,989 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 17,212

Change-17,212 (-100%)

Value—

Abbot Financial Management, Inc.

N/A

Shares— from 16,532

Change-16,532 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 16,446

Change-16,446 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 16,102

Change-16,102 (-100%)

Value—

Icici Prudential Asset Management Co Ltd

N/A

Shares— from 15,750

Change-15,750 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 15,610

Change-15,610 (-100%)

Value—

Ewing Morris & Co. Investment Partners Ltd.

N/A

Shares— from 15,225

Change-15,225 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 14,798

Change-14,798 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 14,553

Change-14,553 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,283

Change-14,283 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 13,670

Change-13,670 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 13,506

Change-13,506 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 13,203

Change-13,203 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 12,373

Change-12,373 (-100%)

Value—

FMR LLC

N/A

Shares— from 12,052

Change-12,052 (-100%)

Value—

Fort Sheridan Advisors LLC

N/A

Shares— from 11,328

Change-11,328 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 11,182

Change-11,182 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,076

Change-11,076 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,987

Change-10,987 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 10,639

Change-10,639 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,597

Change-10,597 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 10,430

Change-10,430 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 9,833

Change-9,833 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 9,830

Change-9,830 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,885

Change-8,885 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 8,647

Change-8,647 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,340

Change-8,340 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 8,290

Change-8,290 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 7,750

Change-7,750 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 7,445

Change-7,445 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,286

Change-7,286 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 6,779

Change-6,779 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,500

Change-6,500 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,417

Change-6,417 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 6,220

Change-6,220 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 6,198

Change-6,198 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 6,008

Change-6,008 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 5,947

Change-5,947 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,794

Change-5,794 (-100%)

Value—

Capital Advisors Inc

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 5,243

Change-5,243 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 5,053

Change-5,053 (-100%)

Value—

Stephens Inc

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 4,984

Change-4,984 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 4,893

Change-4,893 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,812

Change-4,812 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,774

Change-4,774 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,763

Change-4,763 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 4,535

Change-4,535 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 4,465

Change-4,465 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 4,358

Change-4,358 (-100%)

Value—

Blair William & Co

N/A

Shares— from 4,327

Change-4,327 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 4,300

Change-4,300 (-100%)

Value—

Liberty Wealth Management LLC

N/A

Shares— from 4,170

Change-4,170 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 4,156

Change-4,156 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 3,680

Change-3,680 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,206

Change-3,206 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 3,197

Change-3,197 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 2,305

Change-2,305 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,926

Change-1,926 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1,899

Change-1,899 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,421

Change-1,421 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 1,309

Change-1,309 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,292

Change-1,292 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 1,210

Change-1,210 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 1,083

Change-1,083 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 943

Change-943 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 849

Change-849 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 730

Change-730 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 725

Change-725 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 704

Change-704 (-100%)

Value—

Oxford Financial Group, Ltd. LLC

N/A

Shares— from 617

Change-617 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 614

Change-614 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 576

Change-576 (-100%)

Value—

EFG International AG

N/A

Shares— from 550

Change-550 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 500

Change-500 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 463

Change-463 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 440

Change-440 (-100%)

Value—

Stonehage Fleming Financial Services Holdings Ltd

N/A

Shares— from 437

Change-437 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 433

Change-433 (-100%)

Value—

Collier Financial

N/A

Shares— from 348

Change-348 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 304

Change-304 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 303

Change-303 (-100%)

Value—

Minot DeBlois Advisors LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Kiker Wealth Management, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 248

Change-248 (-100%)

Value—

Seneschal Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 193

Change-193 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 183

Change-183 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 135

Change-135 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 88

Change-88 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 80

Change-80 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 51

Change-51 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 40

Change-40 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

Aristotle Capital Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Pictet Asset Management Holding SA	NEW	749,225	—	+749,225	—	—	$42.7M	—	2026-11-03
Evergreen Capital Management LLC	INCREASED	641,856	639,408	+2,448	+0%	$31.4M	$36.6M	+$5.2M	2026-10-23
Verger Capital Management LLC	DECREASED	521,479	570,320	-48,841	-9%	$28.0M	$29.7M	+$1.7M	2026-10-22
Versant Capital Management, Inc	INCREASED	508,556	497,916	+10,640	+2%	$24.5M	$29.0M	+$4.5M	2026-10-02
MFA Wealth Advisors, LLC	DECREASED	301,973	304,539	-2,566	-1%	$15.0M	$17.2M	+$2.2M	2026-10-07
Van Cleef Asset Management,Inc	DECREASED	261,530	269,735	-8,205	-3%	$13.3M	$14.9M	+$1.6M	2026-10-20
Financial Advisory Corp	DECREASED	218,254	226,108	-7,854	-3%	$11.1M	$12.4M	+$1.3M	2026-10-14
Commonwealth Equity Services, LLC	DECREASED	162,172	168,344	-6,172	-4%	$8.3M	$9.2M	+$968.2K	2026-11-02
Strategic Wealth Investment Group, LLC	DECREASED	151,075	157,645	-6,570	-4%	$7.7M	$8.6M	+$861.6K	2026-10-29
Sigma Planning Corp	INCREASED	149,833	142,509	+7,324	+5%	$7.0M	$8.5M	+$1.5M	2026-10-23
Client 1ST Advisory Group, LLC	INCREASED	124,660	114,299	+10,361	+9%	$5.6M	$7.1M	+$1.5M	2026-10-19
Ayalon Insurance Comp Ltd.	UNCHANGED	107,474	107,474	0	0%	$5.3K	$6.1K	+$843	2026-10-08
Pinnacle Associates LTD	DECREASED	94,318	94,593	-275	0%	$4.6M	$5.4M	+$725.9K	2026-10-20
Factor Wealth Management LTD	DECREASED	90,263	94,559	-4,296	-5%	$4.6M	$5.1M	+$496.6K	2026-10-08
Northland Securities, Inc.	DECREASED	77,518	78,141	-623	-1%	$3.8M	$4.4M	+$577.1K	2026-11-02
Sierra Summit Advisors LLC	INCREASED	73,411	71,228	+2,183	+3%	$3.5M	$4.2M	+$682.8K	2026-10-28
Able Financial Group, LLC	INCREASED	65,894	62,535	+3,359	+5%	$3.1M	$3.8M	+$681.6K	2026-10-14
Elevation Point Wealth Partners, LLC	INCREASED	63,092	58,777	+4,315	+7%	$2.9M	$3.6M	+$706.6K	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	61,721	60,808	+913	+2%	$3.0M	$3.5K	-$3.0M	2026-11-02
Advocate Investing Services LLC	DECREASED	61,195	63,195	-2,000	-3%	$3.1M	$3.5M	+$381.5K	2026-10-26
Truist Financial Corp	INCREASED	60,489	58,457	+2,032	+3%	$2.9M	$3.4M	+$574.1K	2026-10-30
Snider Financial Group	INCREASED	53,540	52,427	+1,113	+2%	$2.6M	$3.1M	+$474.4K	2026-10-16
Sentinel Trust Co LBA	DECREASED	52,300	68,300	-16,000	-23%	$3.4K	$3.0M	+$3.0M	2026-11-03
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	43,726	43,626	+100	+0%	$2.1M	$2.5M	+$347.7K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	39,275	37,085	+2,190	+6%	$1.8M	$2.2M	+$415.5K	2026-11-02
Rainier Family Wealth Inc	INCREASED	37,922	36,312	+1,610	+4%	$1.8M	$2.2M	+$376.4K	2026-11-02
TD Waterhouse Canada Inc.	DECREASED	34,635	34,900	-265	-1%	$1.7M	$2.0M	+$297.2K	2026-10-16
Thrivent Financial for Lutherans	DECREASED	29,641	52,054	-22,413	-43%	$2.6M	$1.7M	-$868.0K	2026-11-05
J. Safra Sarasin Holding AG	UNCHANGED	29,621	29,621	0	0%	$1.7M	$1.7M	$0	2026-10-26
Chesley Taft & Associates LLC	INCREASED	28,622	28,012	+610	+2%	$1.4M	$1.6M	+$254.4K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	26,983	23,789	+3,194	+13%	$1.2M	$1.6M	+$404.0K	2026-10-13
James Investment Research, Inc.	INCREASED	26,484	25,913	+571	+2%	$1.3M	$1.5M	+$235.7K	2026-10-22
Creative Planning	DECREASED	26,101	27,101	-1,000	-4%	$1.3M	$1.5M	+$155.5K	2026-11-02
Vontobel Holding Ltd.	UNCHANGED	25,000	25,000	0	0%	$1.2M	$1.4M	+$196.0K	2026-10-16
MacKenzie Financial Corp	INCREASED	24,480	23,516	+964	+4%	$1.2M	$1.4M	+$239.3K	2026-11-02
Park Avenue Securities LLC	INCREASED	24,068	23,532	+536	+2%	$1.2M	$1.4K	-$1.2M	2026-10-26
Affiance Financial, LLC	DECREASED	23,590	24,768	-1,178	-5%	$1.2M	$1.3M	+$127.1K	2026-10-15
Dara Capital US, Inc.	UNCHANGED	22,050	22,050	0	0%	$1.1M	$1.3M	+$172.9K	2026-10-29
Climber Capital SA	INCREASED	21,811	21,549	+262	+1%	$1.1M	$1.2M	+$121.5K	2026-10-20
Cullen T Bankers, Inc.	DECREASED	20,423	112,456	-92,033	-82%	$5.5M	$1.2M	-$4.4M	2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	DECREASED	18,743	18,797	-54	0%	$923.5K	$1.1M	+$144.3K	2026-10-14
Axxcess Wealth Management, LLC	UNCHANGED	17,086	17,086	0	0%	$839.4K	$973.4K	+$134.0K	2026-10-21
Concurrent Investment Advisors, LLC	INCREASED	17,004	12,979	+4,025	+31%	$637.7K	$968.7K	+$331.1K	2026-10-16
Citigroup Inc	INCREASED	16,724	16,598	+126	+1%	$815.5K	$952.8K	+$137.3K	2026-11-04
Watershed Private Wealth LLC	INCREASED	16,314	15,823	+491	+3%	$777.4K	$929.4K	+$152.0K	2026-10-30
TPG Advisors LLC	INCREASED	14,086	12,002	+2,084	+17%	$589.7K	$802.5K	+$212.8K	2026-10-16
Sowell Financial Services LLC	INCREASED	12,323	11,976	+347	+3%	$588.4K	$702.0K	+$113.7K	2026-10-23
Lynx Investment Advisory	UNCHANGED	12,288	12,288	0	0%	$603.7K	$700.1K	+$96.3K	2026-10-27
Schorn Wealth LLC	DECREASED	12,196	12,245	-49	0%	$601.6K	$694.8K	+$93.2K	2026-10-14
Ameraudi Asset Management, Inc.	UNCHANGED	12,190	12,190	0	0%	$598.9K	$694.5K	+$95.6K	2026-11-05
Partners Wealth Management, LLC	INCREASED	11,633	11,167	+466	+4%	$548.6K	$662.7K	+$114.1K	2026-10-28
BCO Wealth Management LLC	UNCHANGED	11,399	11,399	0	0%	$560.0K	$649.4K	+$89.4K	2026-10-14
Wealth Management Partners, LLC	INCREASED	11,392	10,962	+430	+4%	$538.6K	$649.0K	+$110.4K	2026-10-21
Centerpoint Advisors, LLC	UNCHANGED	10,782	10,782	0	0%	$530.0K	$614.0K	+$84.0K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	10,556	12,435	-1,879	-15%	$611.0K	$601.4K	-$9.6K	2026-10-08
Clear Creek Financial Management, LLC	INCREASED	10,213	8,088	+2,125	+26%	$397.4K	$581.8K	+$184.5K	2026-10-28
J.Safra Asset Management Corp	UNCHANGED	10,079	10,079	0	0%	$495.2K	$574.2K	+$79.0K	2026-11-03
Everett Harris & Co	UNCHANGED	10,000	10,000	0	0%	$491.3K	$569.7K	+$78.4K	2026-10-28
Founders Financial Securities LLC	DECREASED	9,769	9,913	-144	-1%	$487.0K	$556.5K	+$69.5K	2026-10-28
Brighton Jones LLC	INCREASED	9,473	9,300	+173	+2%	$456.9K	$539.7K	+$82.8K	2026-11-03
Detalus Advisors, LLC	UNCHANGED	9,271	9,271	0	0%	$455.5K	$528.2K	+$72.7K	2026-10-15
Ifrah Financial Services, Inc.	DECREASED	9,217	9,313	-96	-1%	$457.5K	$525.1K	+$67.5K	2026-10-13
Ashton Thomas Securities, LLC	NEW	8,882	—	+8,882	—	—	$506.0K	—	2026-10-26
First Heartland Consultants, Inc.	INCREASED	8,869	8,593	+276	+3%	$422.2K	$505.3K	+$83.1K	2026-10-08
Baker Ellis Asset Management LLC	UNCHANGED	7,975	7,975	0	0%	$391.8K	$454.3K	+$62.5K	2026-10-14
Walkner Condon Financial Advisors LLC	DECREASED	7,956	8,050	-94	-1%	$395.5K	$447.3K	+$51.8K	2026-11-02
Y-Intercept (Hong Kong) Ltd	INCREASED	7,856	6,684	+1,172	+18%	$328.4K	$447.6K	+$119.2K	2026-10-16
Sagespring Wealth Partners, LLC	INCREASED	7,760	6,536	+1,224	+19%	$321.1K	$442.1K	+$121.0K	2026-10-22
Solstein Capital, LLC	INCREASED	7,451	7,283	+168	+2%	$357.8K	$424.5K	+$66.7K	2026-11-02
Ferguson Wellman Capital Management, Inc	UNCHANGED	7,364	7,364	0	0%	$361.8K	$419.5K	+$57.7K	2026-10-05
Union Bancaire Privee, UBP SA	DECREASED	7,112	13,497	-6,385	-47%	$648.2K	$384.7K	-$263.5K	2026-11-04
Mesirow Financial Investment Management, Inc.	UNCHANGED	6,977	6,977	0	0%	$342.8K	$397.5K	+$54.7K	2026-11-05
StoneX Group Inc.	NEW	6,867	—	+6,867	—	—	$391.2K	—	2026-11-03
BFI Wealth Solutions, LLC	DECREASED	6,708	6,709	-1	0%	$329.6K	$382.2K	+$52.6K	2026-10-16
J.W. Cole Advisors, Inc.	UNCHANGED	6,663	6,663	0	0%	$327.4K	$379.6K	+$52.2K	2026-11-05
Vise Technologies, Inc.	NEW	6,523	—	+6,523	—	—	$371.6K	—	2026-10-29
Corecam Pte. Ltd.	INCREASED	6,410	5,420	+990	+18%	$266.3K	$365.2K	+$98.9K	2026-10-23
Fifth Third Bancorp	INCREASED	6,398	4,701	+1,697	+36%	$230.9K	$364.5K	+$133.5K	2026-11-05
Elmwood Wealth Management, Inc.	UNCHANGED	6,200	6,200	0	0%	$304.6K	$353.2K	+$48.6K	2026-10-14
United Advisor Group, LLC	NEW	6,006	—	+6,006	—	—	$342.2K	—	2026-11-03
Sovran Advisors, LLC	DECREASED	5,980	6,008	-28	0%	$321.9K	$378.2K	+$56.3K	2026-11-02
Creative Financial Designs Inc	INCREASED	5,601	13	+5,588	+42985%	$639	$319.1K	+$318.5K	2026-11-04
Daiwa Securities Group Inc.	UNCHANGED	5,600	5,600	0	0%	$275.1K	$319.0K	+$43.9K	2026-10-29
1834 Investment Advisors Co	UNCHANGED	5,487	5,487	0	0%	$269.6K	$312.6K	+$43.0K	2026-10-16
CoreCap Advisors, LLC	DECREASED	5,475	5,926	-451	-8%	$291.1K	$311.9K	+$20.8K	2026-10-08
Citizens Financial Group Inc	UNCHANGED	5,381	5,381	0	0%	$264.3K	$306.5K	+$42.2K	2026-10-23
SBI Securities Co., Ltd.	INCREASED	5,156	4,925	+231	+5%	$242.0K	$293.7K	+$51.8K	2026-10-22
MGO One Seven LLC	DECREASED	5,150	5,151	-1	0%	$253.1K	$293.4K	+$40.3K	2026-10-28
Choreo, LLC	DECREASED	5,141	5,528	-387	-7%	$271.6K	$292.9K	+$21.3K	2026-10-28
Salem Investment Counselors Inc	UNCHANGED	5,100	5,100	0	0%	$250.6K	$290.5K	+$40.0K	2026-10-13
ProCore Advisors, LLC	DECREASED	5,028	7,210	-2,182	-30%	$354.2K	$286.4K	-$67.8K	2026-10-14
Bright Financial Advisors, Inc.	UNCHANGED	5,000	5,000	0	0%	$245.7K	$284.9K	+$39.2K	2026-10-23
Legacy Advisors, LLC	UNCHANGED	4,915	4,915	0	0%	$241.5K	$280.0K	+$38.5K	2026-10-19
Townsend & Associates, Inc	UNCHANGED	4,625	4,625	0	0%	$248.0K	$291.3K	+$43.2K	2026-10-23
Interchange Capital Partners, LLC	UNCHANGED	4,623	4,623	0	0%	$227.1K	$263.4K	+$36.2K	2026-10-28
Compound Planning, Inc.	DECREASED	4,582	5,421	-839	-15%	$266.4K	$261.1K	-$5.3K	2026-11-05
Clifford Swan Investment Counsel LLC	UNCHANGED	4,500	4,500	0	0%	$221.1K	$256.4K	+$35.3K	2026-11-05
Turtle Creek Wealth Advisors, LLC	UNCHANGED	4,412	4,412	0	0%	$216.8K	$251.4K	+$34.6K	2026-10-15
Montecito Bank & Trust	UNCHANGED	4,326	4,326	0	0%	$212.5K	$246.5K	+$33.9K	2026-10-01
71 West Capital Partners	UNCHANGED	4,318	4,318	0	0%	$212.1K	$246.0K	+$33.9K	2026-11-04
RCW Management, LLC	UNCHANGED	4,146	4,146	0	0%	$203.7K	$236.2K	+$32.5K	2026-10-30
Apollon Wealth Management, LLC	NEW	4,121	—	+4,121	—	—	$234.8K	—	2026-10-23
US Bancorp \de\	DECREASED	4,097	4,225	-128	-3%	$207.6K	$233.4K	+$25.8K	2026-11-05
Krilogy Financial LLC	UNCHANGED	4,086	4,086	0	0%	$200.7K	$248.0K	+$47.2K	2026-10-13
B. Riley Wealth Advisors, Inc.	NEW	3,920	—	+3,920	—	—	$223.4K	—	2026-10-13
Provenance Wealth Advisors, LLC	UNCHANGED	3,916	3,916	0	0%	$192.4K	$223.1K	+$30.7K	2026-10-30
Spire Wealth Management	DECREASED	3,849	3,999	-150	-4%	$196.5K	$219.3K	+$22.8K	2026-10-30
Patten & Patten Inc	NEW	3,797	—	+3,797	—	—	$216.3K	—	2026-10-26
HB Wealth Management, LLC	NEW	3,779	—	+3,779	—	—	$215.3K	—	2026-10-23
Decision Investments, Inc	NEW	3,674	—	+3,674	—	—	$209.3K	—	2026-10-07
Saxony Capital Management, LLC	NEW	3,647	—	+3,647	—	—	$207.7K	—	2026-10-15
MBA Advisors LLC	DECREASED	3,643	4,848	-1,205	-25%	$238.2K	$207.5K	-$30.6K	2026-10-29
Wedmont Private Capital	NEW	3,505	—	+3,505	—	—	$210.1K	—	2026-10-09
Blue Trust, Inc.	INCREASED	2,814	1,722	+1,092	+63%	$84.6K	$160.3K	+$75.7K	2026-10-15
Provident Wealth Management, LLC	UNCHANGED	2,500	2,500	0	0%	$122.8K	$142.4K	+$19.6K	2026-10-20
Ascentis Independent Advisors	INCREASED	2,438	2,394	+44	+2%	$117.6K	$138.9K	+$21.3K	2026-11-03
Advanced Asset Management Advisors Inc	INCREASED	2,241	2,226	+15	+1%	$109.3K	$127.7K	+$18.3K	2026-10-20
Ashton Thomas Private Wealth, LLC	INCREASED	2,096	1,827	+269	+15%	$89.8K	$119.4K	+$29.6K	2026-11-03
Rosenberg Matthew Hamilton	UNCHANGED	1,817	1,817	0	0%	$89.3K	$103.5K	+$14.2K	2026-10-05
Comprehensive Financial Planning, Inc.	DECREASED	1,648	1,649	-1	0%	$81.0K	$93.9K	+$12.9K	2026-10-27
Mather Group, Llc.	DECREASED	1,519	4,014	-2,495	-62%	$197.2K	$86.5K	-$110.7K	2026-10-14
Powell Investment Advisors, LLC	UNCHANGED	1,483	1,483	0	0%	$72.9K	$84.5K	+$11.6K	2026-10-22
Latitude Advisors, LLC	NEW	1,426	—	+1,426	—	—	$81.3K	—	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	1,159	1,159	0	0%	$56.9K	$66.0K	+$9.1K	2026-10-21
Bokf, NA	UNCHANGED	1,014	1,014	0	0%	$49.8K	$57.8K	+$8.0K	2026-10-27
Fortitude Family Office, LLC	UNCHANGED	988	988	0	0%	$48.5K	$56.3K	+$7.7K	2026-10-14
Concord Wealth Partners	UNCHANGED	987	987	0	0%	$48.5K	$56.3K	+$7.7K	2026-11-02
Elevated Capital Advisors, LLC	UNCHANGED	972	972	0	0%	$47.8K	$55.4K	+$7.6K	2026-11-04
Hyposwiss Advisors SA	UNCHANGED	944	944	0	0%	$46.4K	$53.8K	+$7.4K	2026-10-26
IMG Wealth Management, Inc.	UNCHANGED	862	862	0	0%	$42.4K	$49.1K	+$6.8K	2026-10-27
IFP Advisors, Inc	UNCHANGED	799	799	0	0%	$39.3K	$45.5K	+$6.3K	2026-10-16
Nfsg Corp	UNCHANGED	771	771	0	0%	$37.9K	$43.9K	+$6.0K	2026-10-15
Assetmark, Inc	INCREASED	754	484	+270	+56%	$23.8K	$43.0K	+$19.2K	2026-10-21
EverSource Wealth Advisors, LLC	DECREASED	668	671	-3	0%	$33.0K	$38.1K	+$5.1K	2026-11-04
Harbor Investment Advisory, LLC	UNCHANGED	638	638	0	0%	$31.3K	$36.3K	+$5.0K	2026-10-13
Parallel Advisors, LLC	DECREASED	624	629	-5	-1%	$30.9K	$35.5K	+$4.6K	2026-11-03
CX Institutional	NEW	604	—	+604	—	—	$34	—	2026-10-02
Bank of New Hampshire	UNCHANGED	600	600	0	0%	$29.5K	$34.2K	+$4.7K	2026-10-06
AlphaCore Capital LLC	UNCHANGED	563	563	0	0%	$27.7K	$32.1K	+$4.4K	2026-11-04
Barrett & Company, Inc.	UNCHANGED	551	551	0	0%	$27.1K	$31.4K	+$4.3K	2026-10-22
SYM Financial Corp	UNCHANGED	475	475	0	0%	$23.3K	$27.1K	+$3.7K	2026-10-26
Root Financial Partners, LLC	NEW	459	—	+459	—	—	$26.1K	—	2026-10-21
Manchester Capital Management LLC	UNCHANGED	400	400	0	0%	$19.7K	$22.8K	+$3.1K	2026-10-22
Smallwood Wealth Investment Management, LLC	UNCHANGED	400	400	0	0%	$19.7K	$22.8K	+$3.1K	2026-10-30
Sava Infond d.o.o.	UNCHANGED	380	380	0	0%	$18.7K	$21.6K	+$3.0K	2026-10-28
Allspring Global Investments Holdings, LLC	INCREASED	324	115	+209	+182%	$5.6K	$18.7K	+$13.0K	2026-11-04
Lanark Financial, Inc.	UNCHANGED	315	315	0	0%	$15.5K	$17.9K	+$2.5K	2026-10-26
Larson Financial Group LLC	UNCHANGED	312	312	0	0%	$15.4K	$17.8K	+$2.4K	2026-11-05
Glass Jacobson Investment Advisors llc	UNCHANGED	300	300	0	0%	$14.7K	$17.1K	+$2.4K	2026-10-26
Downshift Financial, LLC	UNCHANGED	277	277	0	0%	$13.6K	$15.8K	+$2.2K	2026-10-13
Golden State Wealth Management, LLC	UNCHANGED	259	259	0	0%	$12.8K	$14.8K	+$2.0K	2026-11-02
Evermay Wealth Management LLC	UNCHANGED	236	236	0	0%	$11.6K	$13.4K	+$1.9K	2026-11-05
Asset Dedication, LLC	NEW	223	—	+223	—	—	$12.7K	—	2026-11-03
Rachor Investment Advisory Services, LLC	UNCHANGED	217	217	0	0%	$10.7K	$12.4K	+$1.7K	2026-10-29
Triumph Capital Management	DECREASED	202	206	-4	-2%	$10.1K	$11.5K	+$1.4K	2026-10-14
Gamma Investing LLC	UNCHANGED	192	192	0	0%	$9.4K	$10.9K	+$1.5K	2026-10-08
Compass Financial Management LLC	UNCHANGED	189	189	0	0%	$9.3K	$10.8K	+$1.5K	2026-10-30
Pacifica Partners Inc.	UNCHANGED	188	188	0	0%	$9.3K	$10.8K	+$1.6K	2026-10-09
Archer Investment Corp	NEW	171	—	+171	—	—	$9.7K	—	2026-11-05
Atlantic Edge Private Wealth Management, LLC	NEW	164	—	+164	—	—	$9.3K	—	2026-10-20
Rossby Financial, LCC	INCREASED	152	105	+47	+45%	$5.2K	$8.6K	+$3.5K	2026-11-05
Ascentis Wealth Management, LLC	UNCHANGED	152	152	0	0%	$7.5K	$8.7K	+$1.2K	2026-11-03
POM Investment Strategies, LLC	INCREASED	144	135	+9	+7%	$6.6K	$8.2K	+$1.6K	2026-10-20
Avion Wealth	UNCHANGED	144	144	0	0%	$7	$8	+$1	2026-11-04
Financial Consulate, Inc	UNCHANGED	144	144	0	0%	$7.1K	$8.2K	+$1.1K	2026-10-23
Breakwater Investment Management	UNCHANGED	138	138	0	0%	$6.8K	$7.9K	+$1.1K	2026-10-20
Quaker Wealth Management, LLC	UNCHANGED	104	104	0	0%	$5.1K	$5.9K	+$815	2026-10-22
Silver Grove Financial Group, Inc.	INCREASED	85	12	+73	+608%	$590	$4.8K	+$4.3K	2026-11-05
Heritage Family Offices, LLP	NEW	79	—	+79	—	—	$4.5K	—	2026-11-02
Team Financial Group, LLC	NEW	76	—	+76	—	—	$4.3K	—	2026-10-30
First Command Advisory Services, Inc.	NEW	63	—	+63	—	—	$3.6K	—	2026-11-05
Balance Wealth Partners LLC	NEW	59	—	+59	—	—	$3.4K	—	2026-10-27
Evolution Wealth Management Inc.	UNCHANGED	54	54	0	0%	$2.7K	$3.1K	+$423	2026-10-28
Global Trust Asset Management, LLC	UNCHANGED	53	53	0	0%	$2.6K	$3.0K	+$412	2026-10-19
Princeton Global Asset Management LLC	UNCHANGED	53	53	0	0%	$2.6K	$3.0K	+$415	2026-10-21
Lloyd Advisory Services, Llc.	UNCHANGED	45	45	0	0%	$2.2K	$2.6K	+$351	2026-11-02
Sofi Wealth, LLC	DECREASED	18	19	-1	-5%	$927	$1.0K	+$101	2026-10-27
Signaturefd, LLC	UNCHANGED	10	10	0	0%	$498	$578	+$80	2026-10-23
Mainstream Capital Management LLC	NEW	4	—	+4	—	—	$228	—	2026-10-23
Physician Wealth Advisors, Inc.	DECREASED	3	15	-12	-80%	$744	$171	-$573	2026-10-20
Cherry Tree Wealth Management, LLC	UNCHANGED	2	2	0	0%	$99	$114	+$15	2026-10-15
Kestra Private Wealth Services, LLC	CLOSED	0	16,244	-16,244	-100%	$798.1K	$0	-$798.1K	2026-10-30
Plancorp, LLC	CLOSED	0	10,283	-10,283	-100%	$540.3K	$0	-$540.3K	2026-11-03
Verity Asset Management, Inc.	CLOSED	0	8,456	-8,456	-100%	$415.4K	$0	-$415.4K	2026-10-30
Jefferies Financial Group Inc.	CLOSED	0	8,372	-8,372	-100%	$411.3K	$0	-$411.3K	2026-11-05
Simon Quick Advisors, LLC	CLOSED	0	4,912	-4,912	-100%	$241.3K	$0	-$241.3K	2026-10-26
Bank Julius Baer & Co. Ltd, Zurich	CLOSED	0	1,000	-1,000	-100%	$49.1K	$0	-$49.1K	2026-10-29
Halbert Hargrove Global Advisors, LLC	CLOSED	0	429	-429	-100%	$21.1K	$0	-$21.1K	2026-10-16
Simplex Trading, LLC	CLOSED	0	236	-236	-100%	$11.6K	$0	-$11.6K	2026-11-04
MCF Advisors LLC	CLOSED	0	142	-142	-100%	$7.0K	$0	-$7.0K	2026-10-28
Founders Capital Management	CLOSED	0	132	-132	-100%	$6.5K	$0	-$6.5K	2026-10-13
Commonwealth Retirement Investments LLC	CLOSED	0	119	-119	-100%	$5.8K	$0	-$5.8K	2026-10-26
Y.D. More Investments Ltd	CLOSED	0	115	-115	-100%	$5.7K	$0	-$5.7K	2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.	CLOSED	0	107	-107	-100%	$24.3K	$0	-$24.3K	2026-10-14
International Assets Investment Management, LLC	CLOSED	0	68	-68	-100%	$3.3K	$0	-$3.3K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	50	-50	-100%	$2.5K	$0	-$2.5K	2026-10-15
Central Trust Co	CLOSED	0	23	-23	-100%	$1.1K	$0	-$1.1K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	8	-8	-100%	$440	$0	-$440	2026-10-16
Mondrian Investment Partners LTD	DECREASED	0	18	-18	-100%	$863	$5	-$858	2026-10-23
Fisher Asset Management, LLC	N/A	—	2,917,909	-2,917,909	-100%	$143.4M	—	—	—
Morgan Stanley	N/A	—	2,451,088	-2,451,088	-100%	$120.4M	—	—	—
Bank of America Corp	N/A	—	1,059,847	-1,059,847	-100%	$52.1M	—	—	—
Focus Partners Wealth	N/A	—	781,346	-781,346	-100%	$38.4M	—	—	—
Schroder Investment Management Group	N/A	—	763,840	-763,840	-100%	$37.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	586,691	-586,691	-100%	$28.8M	—	—	—
Treasurer of the State of North Carolina	N/A	—	463,585	-463,585	-100%	$22.8M	—	—	—
UBS Group AG	N/A	—	403,811	-403,811	-100%	$19.8M	—	—	—
LPL Financial LLC	N/A	—	324,155	-324,155	-100%	$15.9M	—	—	—
Royal Bank of Canada	N/A	—	290,022	-290,022	-100%	$14.2M	—	—	—
CI Investments Inc.	N/A	—	284,453	-284,453	-100%	$14.0M	—	—	—
Cetera Investment Advisers	N/A	—	275,110	-275,110	-100%	$13.5M	—	—	—
Wells Fargo & Company	N/A	—	235,836	-235,836	-100%	$11.6M	—	—	—
Marshall Wace, LLP	N/A	—	211,416	-211,416	-100%	$10.4M	—	—	—
Ameriprise Financial Inc	N/A	—	208,252	-208,252	-100%	$10.2M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	181,700	-181,700	-100%	$8.9M	—	—	—
Raymond James Financial Inc	N/A	—	178,369	-178,369	-100%	$8.8M	—	—	—
Flow Traders U.S. LLC	N/A	—	158,120	-158,120	-100%	$7.8M	—	—	—
Morningstar Investment Management LLC	N/A	—	154,885	-154,885	-100%	$8.9M	—	—	—
Proficio Capital Partners LLC	N/A	—	136,125	-136,125	-100%	$6.7M	—	—	—
Cambria Investment Management, L.P.	N/A	—	131,464	-131,464	-100%	$6.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	129,339	-129,339	-100%	$6.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	121,071	-121,071	-100%	$5.9M	—	—	—
Alliancebernstein L.P.	N/A	—	116,360	-116,360	-100%	$6.7M	—	—	—
GenTrust, LLC	N/A	—	105,149	-105,149	-100%	$5.2M	—	—	—
Banco Santander, S.A.	N/A	—	97,784	-97,784	-100%	$4.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	96,873	-96,873	-100%	$4.8M	—	—	—
Stifel Financial Corp	N/A	—	96,620	-96,620	-100%	$4.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	91,498	-91,498	-100%	$4.5M	—	—	—
Pgim Custom Harvest LLC	N/A	—	90,043	-90,043	-100%	$4.4M	—	—	—
Bank of Montreal	N/A	—	85,901	-85,901	-100%	$4.2M	—	—	—
HighTower Advisors, LLC	N/A	—	84,800	-84,800	-100%	$4.2M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	83,169	-83,169	-100%	$4.1M	—	—	—
Prudential PLC	N/A	—	69,575	-69,575	-100%	$3.4M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	68,647	-68,647	-100%	$3.4M	—	—	—
JPMorgan Chase & Co	N/A	—	61,378	-61,378	-100%	$3.0M	—	—	—
Wealthfront Advisers LLC	N/A	—	61,109	-61,109	-100%	$3.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	51,950	-51,950	-100%	$2.6M	—	—	—
GTS Securities LLC	N/A	—	51,880	-51,880	-100%	$2.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	41,956	-41,956	-100%	$2.1M	—	—	—
Dakota Wealth Management	N/A	—	41,120	-41,120	-100%	$2.0M	—	—	—
Alpha Financial Partners LLC	N/A	—	38,490	-38,490	-100%	$1.9M	—	—	—
Icon Advisers Inc	N/A	—	37,000	-37,000	-100%	$1.8M	—	—	—
Waverly Advisors, LLC	N/A	—	34,213	-34,213	-100%	$1.7M	—	—	—
PSI Advisors, LLC	N/A	—	33,666	-33,666	-100%	$1.7M	—	—	—
Point72 Asset Management, L.P.	N/A	—	33,590	-33,590	-100%	$1.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	32,371	-32,371	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	31,508	-31,508	-100%	$1.5M	—	—	—
Squarepoint Ops LLC	N/A	—	31,357	-31,357	-100%	$1.5M	—	—	—
Dynasty Wealth Management, LLC	N/A	—	31,352	-31,352	-100%	$1.5M	—	—	—
Wellington Management Group LLP	N/A	—	29,524	-29,524	-100%	$1.5M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	24,730	-24,730	-100%	$1.2M	—	—	—
CreativeOne Wealth, LLC	N/A	—	24,680	-24,680	-100%	$1.2M	—	—	—
Arax Advisory Partners	N/A	—	24,256	-24,256	-100%	$1.2M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	24,009	-24,009	-100%	$1.2M	—	—	—
Rathbones Group PLC	N/A	—	23,603	-23,603	-100%	$1.2M	—	—	—
Modern Wealth Management, LLC	N/A	—	23,539	-23,539	-100%	$1.2M	—	—	—
Captrust Financial Advisors	N/A	—	23,222	-23,222	-100%	$1.1M	—	—	—
Brookwood Investment Group LLC	N/A	—	20,870	-20,870	-100%	$1.0M	—	—	—
MAI Capital Management	N/A	—	19,602	-19,602	-100%	$963.0K	—	—	—
Qube Research & Technologies Ltd	N/A	—	18,989	-18,989	-100%	$932.9K	—	—	—
Vantage Point Financial LLC	N/A	—	17,212	-17,212	-100%	$845.6K	—	—	—
Abbot Financial Management, Inc.	N/A	—	16,532	-16,532	-100%	$812.2K	—	—	—
Gotham Asset Management, LLC	N/A	—	16,446	-16,446	-100%	$808.0K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	16,102	-16,102	-100%	$791.1K	—	—	—
Icici Prudential Asset Management Co Ltd	N/A	—	15,750	-15,750	-100%	$774.1K	—	—	—
Wealth Management Associates, Inc.	N/A	—	15,610	-15,610	-100%	$766.9K	—	—	—
Ewing Morris & Co. Investment Partners Ltd.	N/A	—	15,225	-15,225	-100%	$748.0K	—	—	—
SCS Capital Management LLC	N/A	—	14,798	-14,798	-100%	$727.0K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	14,553	-14,553	-100%	$715.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	14,283	-14,283	-100%	$701.7K	—	—	—
Kovack Advisors, Inc.	N/A	—	13,670	-13,670	-100%	$665.1K	—	—	—
Advisory Alpha, LLC	N/A	—	13,506	-13,506	-100%	$663.6K	—	—	—
Tudor Investment Corp ET AL	N/A	—	13,203	-13,203	-100%	$648.7K	—	—	—
Quantinno Capital Management LP	N/A	—	12,373	-12,373	-100%	$607.9K	—	—	—
FMR LLC	N/A	—	12,052	-12,052	-100%	$592.1K	—	—	—
Fort Sheridan Advisors LLC	N/A	—	11,328	-11,328	-100%	$556.6K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	11,182	-11,182	-100%	$549.4K	—	—	—
Cerity Partners LLC	N/A	—	11,076	-11,076	-100%	$544.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,987	-10,987	-100%	$539.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	10,639	-10,639	-100%	$522.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,597	-10,597	-100%	$520.6K	—	—	—
LOM Asset Management Ltd	N/A	—	10,430	-10,430	-100%	$512.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	9,833	-9,833	-100%	$483.1K	—	—	—
Scotia Capital Inc.	N/A	—	9,830	-9,830	-100%	$482.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,885	-8,885	-100%	$436.5K	—	—	—
Legacy Wealth Managment, LLC	N/A	—	8,647	-8,647	-100%	$424.8K	—	—	—
Private Advisor Group, LLC	N/A	—	8,340	-8,340	-100%	$409.7K	—	—	—
Bessemer Group Inc	N/A	—	8,290	-8,290	-100%	$407.0K	—	—	—
IFG Advisory, LLC	N/A	—	7,750	-7,750	-100%	$380.7K	—	—	—
HRT Financial LP	N/A	—	7,445	-7,445	-100%	$365.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,286	-7,286	-100%	$358.0K	—	—	—
IEQ Capital, LLC	N/A	—	6,779	-6,779	-100%	$333.1K	—	—	—
Jane Street Group, LLC	N/A	—	6,500	-6,500	-100%	$319.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,417	-6,417	-100%	$315.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	6,220	-6,220	-100%	$305.6K	—	—	—
IHT Wealth Management, LLC	N/A	—	6,198	-6,198	-100%	$304.5K	—	—	—
Mutual Advisors, LLC	N/A	—	6,008	-6,008	-100%	$295.2K	—	—	—
Diversified Trust Co	N/A	—	5,947	-5,947	-100%	$292.2K	—	—	—
Citadel Advisors LLC	N/A	—	5,794	-5,794	-100%	$284.7K	—	—	—
Capital Advisors Inc	N/A	—	5,500	-5,500	-100%	$270.2K	—	—	—
Maridea Wealth Management LLC	N/A	—	5,243	-5,243	-100%	$257.6K	—	—	—
Anchor Investment Management, LLC	N/A	—	5,053	-5,053	-100%	$248.3K	—	—	—
Stephens Inc	N/A	—	5,000	-5,000	-100%	$245.7K	—	—	—
Moors & Cabot, Inc.	N/A	—	4,984	-4,984	-100%	$244.9K	—	—	—
Wealthspire Advisors, LLC	N/A	—	4,893	-4,893	-100%	$240.4K	—	—	—
Mariner, LLC	N/A	—	4,812	-4,812	-100%	$236.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,774	-4,774	-100%	$234.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,763	-4,763	-100%	$234.0K	—	—	—
Millstone Evans Group, LLC	N/A	—	4,535	-4,535	-100%	$222.8K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	4,465	-4,465	-100%	$219.0K	—	—	—
Fort Point Capital Partners LLC	N/A	—	4,358	-4,358	-100%	$214.1K	—	—	—
Blair William & Co	N/A	—	4,327	-4,327	-100%	$212.6K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	4,300	-4,300	-100%	$211.3K	—	—	—
Liberty Wealth Management LLC	N/A	—	4,170	-4,170	-100%	$240.3K	—	—	—
Valmark Advisers, Inc.	N/A	—	4,156	-4,156	-100%	$204.2K	—	—	—
Huntington National Bank	N/A	—	3,680	-3,680	-100%	$180.8K	—	—	—
AE Wealth Management LLC	N/A	—	3,206	-3,206	-100%	$157.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	3,197	-3,197	-100%	$157.1K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	2,305	-2,305	-100%	$113.2K	—	—	—
Allworth Financial LP	N/A	—	1,926	-1,926	-100%	$94.6K	—	—	—
Kilter Group LLC	N/A	—	1,899	-1,899	-100%	$93.3K	—	—	—
Harbour Investments, Inc.	N/A	—	1,421	-1,421	-100%	$69.8K	—	—	—
Winch Advisory Services, LLC	N/A	—	1,309	-1,309	-100%	$64.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,292	-1,292	-100%	$63.5K	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	1,210	-1,210	-100%	$59.4K	—	—	—
Synergy Investment Management, LLC	N/A	—	1,083	-1,083	-100%	$53.2K	—	—	—
Dunhill Financial, LLC	N/A	—	943	-943	-100%	$46.4K	—	—	—
Glenmede Trust Co NA	N/A	—	849	-849	-100%	$41.7K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	730	-730	-100%	$36.0K	—	—	—
Wellington-Altus USA Inc.	N/A	—	725	-725	-100%	$41.8K	—	—	—
Nova Wealth Management, Inc.	N/A	—	704	-704	-100%	$34.6K	—	—	—
Oxford Financial Group, Ltd. LLC	N/A	—	617	-617	-100%	$30.3K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	614	-614	-100%	$30.2K	—	—	—
Darwin Wealth Management, LLC	N/A	—	576	-576	-100%	$28.3K	—	—	—
EFG International AG	N/A	—	550	-550	-100%	$27.0K	—	—	—
Kerr Financial Planning Corp	N/A	—	500	-500	-100%	$24.6K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	500	-500	-100%	$24.6K	—	—	—
Integrity Financial Corp	N/A	—	463	-463	-100%	$22.8K	—	—	—
Ancora Advisors LLCA	N/A	—	440	-440	-100%	$21.6K	—	—	—
Stonehage Fleming Financial Services Holdings Ltd	N/A	—	437	-437	-100%	$21.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	433	-433	-100%	$21	—	—	—
Collier Financial	N/A	—	348	-348	-100%	$17.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	325	-325	-100%	$16.0K	—	—	—
Zions Bancorporation, National Association	N/A	—	304	-304	-100%	$14.9K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	303	-303	-100%	$14.9K	—	—	—
Minot DeBlois Advisors LLC	N/A	—	250	-250	-100%	$12.3K	—	—	—
Kiker Wealth Management, LLC	N/A	—	250	-250	-100%	$12.3K	—	—	—
BlackRock, Inc.	N/A	—	248	-248	-100%	$12.2K	—	—	—
Seneschal Advisors, LLC	N/A	—	200	-200	-100%	$9.8K	—	—	—
Sittner & Nelson, LLC	N/A	—	193	-193	-100%	$9.5K	—	—	—
Vision Retirement, LLC	N/A	—	183	-183	-100%	$9.0K	—	—	—
National Bank of Canada	N/A	—	135	-135	-100%	$7.3K	—	—	—
Front Row Advisors LLC	N/A	—	96	-96	-100%	$5.4K	—	—	—
BFC Planning, Inc.	N/A	—	88	-88	-100%	$4.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	80	-80	-100%	$3.9K	—	—	—
Bogart Wealth, LLC	N/A	—	73	-73	-100%	$3.6K	—	—	—
Crews Bank & Trust	N/A	—	51	-51	-100%	$2.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	40	-40	-100%	$2.0K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	31	-31	-100%	$1.5K	—	—	—
Aristotle Capital Management, LLC	N/A	—	5	-5	-100%	$224	—	—	—
Roble, Belko & Company, Inc	N/A	—	1	-1	-100%	$0	—	—	—

Showing 361 of 361 institutions