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Ishares Latin America 40 ETF (ILF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Meitav Investment House LTD
UNCHANGED
Shares3,680,000 from 3,680,000
Change0 (0%)
Value$127.0M (+$2.8M)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares2,284,693 from 242,119
Change+2,042,574 (+844%)
Value$78.8M (+$70.7M)
Filed 2026-10-21
New Harbor Financial Group, LLC
INCREASED
Shares1,067,669 from 1,048,773
Change+18,896 (+2%)
Value$36.8M (+$1.4M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares929,928 from 841,229
Change+88,699 (+11%)
Value$32.1M (+$3.7M)
Filed 2026-11-06
Journey Advisory Group, LLC
INCREASED
Shares868,427 from 834,982
Change+33,445 (+4%)
Value$30.0M (+$1.8M)
Filed 2026-11-04
City of London Investment Management Co LTD
INCREASED
Shares754,696 from 155,200
Change+599,496 (+386%)
Value$26.0M (+$20.8M)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares614,339 from 552,201
Change+62,138 (+11%)
Value$21.2M (+$2.6M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares510,706 from 510,432
Change+274 (+0%)
Value$17.6M (+$392.3K)
Filed 2026-10-29
RED Cedar Investment Management, LLC
UNCHANGED
Shares474,510 from 474,510
Change0 (0%)
Value$16.4M (+$355.9K)
Filed 2026-11-04
Carrera Capital Advisors
INCREASED
Shares465,339 from 441,942
Change+23,397 (+5%)
Value$16.1M (+$1.1M)
Filed 2026-11-03
Barry Investment Advisors, LLC
INCREASED
Shares461,806 from 431,940
Change+29,866 (+7%)
Value$15.9M (+$1.4M)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares420,363 from 398,684
Change+21,679 (+5%)
Value$14.5M (+$1.0M)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares371,843 from 371,843
Change0 (0%)
Value$12.5M ($0)
Filed 2026-10-15
Randolph Co Inc
INCREASED
Shares342,181 from 341,955
Change+226 (+0%)
Value$11.8M (+$264.3K)
Filed 2026-10-23
Banque Pictet & CIE SA
UNCHANGED
Shares270,000 from 270,000
Change0 (0%)
Value$9.3M (+$202.5K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares248,345 from 248,248
Change+97 (+0%)
Value$8.6M (+$189.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares243,740 from 236,440
Change+7,300 (+3%)
Value$8.4K (-$8.0M)
Filed 2026-11-02
Lake Hills Wealth Management, LLC
INCREASED
Shares229,300 from 188,017
Change+41,283 (+22%)
Value$7.9M (+$1.6M)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares219,843 from 191,895
Change+27,948 (+15%)
Value$7.6M (+$1.1M)
Filed 2026-11-02
Lmcg Investments, LLC
DECREASED
Shares198,353 from 234,074
Change-35,721 (-15%)
Value$6.8M (-$1.1M)
Filed 2026-10-21
Altfest L J & Co Inc
NEW
Shares186,136
Change+186,136
Value$6.4M
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares175,156 from 153,979
Change+21,177 (+14%)
Value$6.0M (+$846.1K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares169,246 from 159,150
Change+10,096 (+6%)
Value$5.8M (+$467.7K)
Filed 2026-10-08
Icici Prudential Asset Management Co Ltd
UNCHANGED
Shares142,143 from 142,143
Change0 (0%)
Value$4.9M (+$108.0K)
Filed 2026-11-06
Leibman Financial Services, Inc.
INCREASED
Shares127,510 from 71,820
Change+55,690 (+78%)
Value$4.4M (+$2.0M)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares125,256 from 111,019
Change+14,237 (+13%)
Value$4.3M (+$574.4K)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares109,143 from 113,328
Change-4,185 (-4%)
Value$3.8M (-$59.4K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares100,487 from 68,026
Change+32,461 (+48%)
Value$3.2M (+$932.8K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares99,144 from 35,908
Change+63,236 (+176%)
Value$3.4K (-$1.2M)
Filed 2026-10-26
WealthCare Asset Management, LLC
DECREASED
Shares95,459 from 154,548
Change-59,089 (-38%)
Value$3.3M (-$1.9M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares84,249 from 80,719
Change+3,530 (+4%)
Value$2.9M (+$182.3K)
Filed 2026-10-28
Cowa, LLC
NEW
Shares81,356
Change+81,356
Value$2.8M
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
DECREASED
Shares81,354 from 87,787
Change-6,433 (-7%)
Value$2.8M (-$156.1K)
Filed 2026-10-14
Blue Capital, Inc.
INCREASED
Shares78,059 from 75,018
Change+3,041 (+4%)
Value$2.7M (+$161.2K)
Filed 2026-10-13
Legacy Wealth Partners, LLC
NEW
Shares75,140
Change+75,140
Value$2.6M
Filed 2026-10-15
Sharper & Granite LLC
DECREASED
Shares69,884 from 70,854
Change-970 (-1%)
Value$2.5M (+$91.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares68,939 from 53,744
Change+15,195 (+28%)
Value$2.6M (+$731.2K)
Filed 2026-10-13
Ascent Group, LLC
NEW
Shares66,839
Change+66,839
Value$2.3M
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares65,941 from 87,174
Change-21,233 (-24%)
Value$2.3M (-$667.2K)
Filed 2026-10-08
Nkcfo LLC
NEW
Shares58,550
Change+58,550
Value$2.0M
Filed 2026-11-04
Money Concepts Capital Corp
INCREASED
Shares55,218 from 53,233
Change+1,985 (+4%)
Value$1.9M (+$108.4K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares54,682 from 15,813
Change+38,869 (+246%)
Value$1.9M (+$1.4M)
Filed 2026-10-15
J. Safra Sarasin Holding AG
UNCHANGED
Shares53,945 from 53,945
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-26
Balefire, LLC
INCREASED
Shares53,773 from 6,600
Change+47,173 (+715%)
Value$1.9M (+$1.6M)
Filed 2026-10-09
Moneco Advisors, LLC
DECREASED
Shares51,643 from 55,142
Change-3,499 (-6%)
Value$1.8M (-$79.4K)
Filed 2026-11-05
Stonehearth Capital Management, LLC
DECREASED
Shares51,503 from 55,198
Change-3,695 (-7%)
Value$1.8M (-$86.1K)
Filed 2026-10-13
Providence First Trust Co
DECREASED
Shares49,491 from 61,644
Change-12,153 (-20%)
Value$1.7M (-$373.0K)
Filed 2026-11-02
MBL Wealth, LLC
INCREASED
Shares48,166 from 28,947
Change+19,219 (+66%)
Value$1.7M (+$684.8K)
Filed 2026-10-22
Virtue Asset Management LLC
INCREASED
Shares47,641 from 45,073
Change+2,568 (+6%)
Value$1.6M (+$122.4K)
Filed 2026-10-21
Professional Financial Advisors, LLC
INCREASED
Shares45,502 from 43,321
Change+2,181 (+5%)
Value$1.6M (+$107.7K)
Filed 2026-10-13
Old Port Advisors
DECREASED
Shares44,959 from 45,285
Change-326 (-1%)
Value$1.6M (+$22.7K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares44,921 from 44,779
Change+142 (+0%)
Value$1.5M (+$38.5K)
Filed 2026-10-29
Avalon Capital Management
INCREASED
Shares42,913 from 40,535
Change+2,378 (+6%)
Value$1.5M (+$112.4K)
Filed 2026-11-04
Corecam Pte. Ltd.
DECREASED
Shares41,560 from 214,110
Change-172,550 (-81%)
Value$1.4M (-$5.8M)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares39,450 from 35,700
Change+3,750 (+11%)
Value$1.4M (+$156.2K)
Filed 2026-11-04
Rahlfs Capital, LLC
UNCHANGED
Shares38,250 from 38,250
Change0 (0%)
Value$1.3M (+$28.7K)
Filed 2026-10-23
Yoffe Investment Management, LLC
UNCHANGED
Shares37,245 from 37,245
Change0 (0%)
Value$1.3M (+$27.9K)
Filed 2026-11-02
Advocate Investing Services LLC
UNCHANGED
Shares36,472 from 36,472
Change0 (0%)
Value$1.3M (+$27.4K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares36,453 from 40,504
Change-4,051 (-10%)
Value$1.3M (-$109.4K)
Filed 2026-10-05
Algorithmic Investment Models, LLC
NEW
Shares35,092
Change+35,092
Value$1.2M
Filed 2026-11-04
Amundi
DECREASED
Shares34,055 from 40,000
Change-5,945 (-15%)
Value$1.2M (-$175.1K)
Filed 2026-11-06
Gallacher Capital Management LLC
DECREASED
Shares33,949 from 52,412
Change-18,463 (-35%)
Value$1.2M (-$597.7K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
NEW
Shares33,703
Change+33,703
Value$1.2M
Filed 2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED
Shares31,800 from 31,800
Change0 (0%)
Value$1.1M (+$23.9K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares31,031 from 30,657
Change+374 (+1%)
Value$1.1M (+$35.9K)
Filed 2026-11-06
Diversified Enterprises, LLC
NEW
Shares30,357
Change+30,357
Value$1.0M
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares29,507 from 29,507
Change0 (0%)
Value$1.0M (+$22.1K)
Filed 2026-11-02
Angeles Wealth Management, LLC
UNCHANGED
Shares29,074 from 29,074
Change0 (0%)
Value$1.0M (+$21.8K)
Filed 2026-10-26
Finley Financial, LLC
UNCHANGED
Shares27,687 from 27,687
Change0 (0%)
Value$948.8K (+$14.4K)
Filed 2026-10-28
Heartwood Wealth Advisors LLC
INCREASED
Shares27,230 from 26,887
Change+343 (+1%)
Value$939.4K (+$32.0K)
Filed 2026-10-05
Camelot Technology Advisors, Inc.
DECREASED
Shares25,790 from 27,489
Change-1,699 (-6%)
Value$889.8K (-$38.0K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares24,920 from 22,420
Change+2,500 (+11%)
Value$859.7K (+$103.1K)
Filed 2026-10-28
Cumberland Advisors Inc
NEW
Shares24,520
Change+24,520
Value$845.9K
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares24,288 from 24,330
Change-42 (0%)
Value$838 (-$820.2K)
Filed 2026-10-22
Washington Growth Strategies LLC
UNCHANGED
Shares23,487 from 23,487
Change0 (0%)
Value$810.3K (+$17.6K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares23,402 from 23,402
Change0 (0%)
Value$789.8K ($0)
Filed 2026-10-26
Ehrlich Financial Group
DECREASED
Shares21,720 from 24,141
Change-2,421 (-10%)
Value$749.3K (-$65.4K)
Filed 2026-10-20
First Heartland Consultants, Inc.
NEW
Shares21,337
Change+21,337
Value$736.1K
Filed 2026-10-08
Whalen Wealth Management Inc.
NEW
Shares20,797
Change+20,797
Value$717.5K
Filed 2026-10-08
National Wealth Management Group, LLC
INCREASED
Shares19,941 from 17,897
Change+2,044 (+11%)
Value$688.0K (+$83.9K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares19,160 from 17,903
Change+1,257 (+7%)
Value$661.0K (+$56.8K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares18,766
Change+18,766
Value$647.4K
Filed 2026-10-16
Three Seasons Wealth, LLC
INCREASED
Shares18,695 from 16,734
Change+1,961 (+12%)
Value$645.0K (+$80.2K)
Filed 2026-11-03
Richardson Financial Services Inc.
NEW
Shares18,681
Change+18,681
Value$644.5K
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares17,827 from 46,356
Change-28,529 (-62%)
Value$615.0K (-$949.5K)
Filed 2026-10-22
Global Assets Advisory, LLC
INCREASED
Shares16,676 from 10,651
Change+6,025 (+57%)
Value$635.4K (+$276.8K)
Filed 2026-10-28
Verus Financial Partners, Inc.
UNCHANGED
Shares16,374 from 16,374
Change0 (0%)
Value$564.9K (+$12.3K)
Filed 2026-10-29
Roman Butler Fullerton & Co
DECREASED
Shares15,624 from 31,344
Change-15,720 (-50%)
Value$585.7K (-$483.4K)
Filed 2026-10-27
Oppenheimer & Co Inc
DECREASED
Shares15,603 from 38,346
Change-22,743 (-59%)
Value$538.3K (-$755.9K)
Filed 2026-10-26
Carret Asset Management, LLC
INCREASED
Shares14,832 from 13,728
Change+1,104 (+8%)
Value$511.7K (+$48.4K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares14,570 from 11,690
Change+2,880 (+25%)
Value$502.7K (+$108.1K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares14,507 from 11,165
Change+3,342 (+30%)
Value$500.5K (+$123.7K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares14,338 from 27,395
Change-13,057 (-48%)
Value$494.7K (-$429.9K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares13,703 from 13,606
Change+97 (+1%)
Value$472.7K (+$13.6K)
Filed 2026-10-30
Krilogy Financial LLC
UNCHANGED
Shares13,623 from 13,623
Change0 (0%)
Value$520.5K (+$60.8K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares12,977 from 13,768
Change-791 (-6%)
Value$447.7K (-$17.0K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares12,832 from 9,113
Change+3,719 (+41%)
Value$442.7K (+$135.1K)
Filed 2026-10-13
Gold Investment Management Ltd.
INCREASED
Shares12,814 from 12,775
Change+39 (+0%)
Value$442.1K (+$11.0K)
Filed 2026-10-19
Essential Partners LLC
INCREASED
Shares12,238 from 8,080
Change+4,158 (+51%)
Value$422.2K (+$149.5K)
Filed 2026-10-14
Swmg, LLC
INCREASED
Shares12,099 from 11,894
Change+205 (+2%)
Value$450.1K (+$37.2K)
Filed 2026-10-23
Cottonwood Capital Advisors, LLC
DECREASED
Shares12,037 from 12,092
Change-55 (0%)
Value$415.3K (+$7.2K)
Filed 2026-10-20
Alexander Randolph Advisory, Inc.
UNCHANGED
Shares11,986 from 11,986
Change0 (0%)
Value$413.5K (+$9.0K)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares11,895
Change+11,895
Value$411
Filed 2026-10-02
Destiny Wealth Partners, LLC
NEW
Shares11,796
Change+11,796
Value$380.4K
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares11,518 from 11,976
Change-458 (-4%)
Value$397.4K (-$6.8K)
Filed 2026-10-22
Tactive Advisors, LLC
DECREASED
Shares11,081 from 12,117
Change-1,036 (-9%)
Value$382.3K (-$26.7K)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares10,048 from 11,338
Change-1,290 (-11%)
Value$346.7K (-$36.0K)
Filed 2026-10-23
Formidable Asset Management, LLC
DECREASED
Shares9,610 from 9,660
Change-50 (-1%)
Value$324.3K (-$18.8K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares9,464 from 9,524
Change-60 (-1%)
Value$326.5K (+$5.1K)
Filed 2026-11-03
Navigation Wealth Management, Inc.
INCREASED
Shares9,404 from 8,997
Change+407 (+5%)
Value$359.3K (+$55.7K)
Filed 2026-11-03
E&G Advisors, LLC
DECREASED
Shares9,255 from 9,355
Change-100 (-1%)
Value$319.3K (+$3.6K)
Filed 2026-10-13
Riggs Asset Managment Co. Inc.
DECREASED
Shares9,181 from 85,868
Change-76,687 (-89%)
Value$316.7K (-$2.6M)
Filed 2026-11-05
Wespac Advisors, LLC
DECREASED
Shares9,122 from 10,784
Change-1,662 (-15%)
Value$314.7K (-$49.3K)
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares9,065 from 9,065
Change0 (0%)
Value$312.7K (+$6.8K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
INCREASED
Shares8,947 from 8,165
Change+782 (+10%)
Value$308.7K (+$33.1K)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares8,684
Change+8,684
Value$299.6K
Filed 2026-10-14
Crumly & Associates Inc.
NEW
Shares8,683
Change+8,683
Value$299.6K
Filed 2026-10-07
Hardworking Capital Advisors, LLC
NEW
Shares8,645
Change+8,645
Value$298.3K
Filed 2026-10-20
Verity Asset Management, Inc.
INCREASED
Shares8,238 from 8,113
Change+125 (+2%)
Value$284.2K (+$10.4K)
Filed 2026-10-30
Crestwood Advisors Group, LLC
DECREASED
Shares8,013 from 8,081
Change-68 (-1%)
Value$276.4K (+$3.7K)
Filed 2026-10-27
Canal Insurance Co
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$276 (-$269.7K)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares7,855
Change+7,855
Value$271.0K
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares7,670 from 2,827
Change+4,843 (+171%)
Value$264.6K (+$169.2K)
Filed 2026-10-16
Ignite Planners, LLC
NEW
Shares7,446
Change+7,446
Value$256.9K
Filed 2026-10-14
Churchill Financial Advisors, LLC
DECREASED
Shares7,050 from 11,520
Change-4,470 (-39%)
Value$243.2K (-$145.6K)
Filed 2026-10-20
United Asset Strategies, Inc.
NEW
Shares6,927
Change+6,927
Value$239.0K
Filed 2026-10-28
Platform Technology Partners
NEW
Shares6,738
Change+6,738
Value$232.5K
Filed 2026-11-02
SFI Advisors, LLC
DECREASED
Shares6,663 from 6,685
Change-22 (0%)
Value$229.9K (+$4.3K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
NEW
Shares6,643
Change+6,643
Value$229.2K
Filed 2026-10-13
Avaii Wealth Management, LLC
NEW
Shares6,607
Change+6,607
Value$231.1K
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares6,492 from 6,970
Change-478 (-7%)
Value$224.0K (-$11.2K)
Filed 2026-11-05
Ironsides Asset Advisors, LLC
DECREASED
Shares6,395 from 21,510
Change-15,115 (-70%)
Value$220.6K (-$505.3K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
NEW
Shares6,086
Change+6,086
Value$210.0K
Filed 2026-11-04
Tucker Asset Management LLC
INCREASED
Shares6,044 from 5,599
Change+445 (+8%)
Value$208.5K (+$19.6K)
Filed 2026-10-29
USA Financial Formulas
NEW
Shares5,795
Change+5,795
Value$199.9K
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares5,454 from 5,444
Change+10 (+0%)
Value$188.2K (+$4.4K)
Filed 2026-10-14
Pioneer Family Office, LLC
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$188.0K (+$4.1K)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares5,042
Change+5,042
Value$174.0K
Filed 2026-11-05
Simplex Trading, LLC
DECREASED
Shares3,141 from 6,495
Change-3,354 (-52%)
Value$108.4K (-$110.8K)
Filed 2026-11-04
Blue Trust, Inc.
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$91.9K (+$2.0K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW
Shares2,215
Change+2,215
Value$76.4K
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares2,073 from 1,735
Change+338 (+19%)
Value$71.5K (+$13.0K)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares2,016
Change+2,016
Value$69.6K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares1,976 from 864
Change+1,112 (+129%)
Value$68.1K (+$38.9K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares1,760 from 2,002
Change-242 (-12%)
Value$60.7K (-$6.8K)
Filed 2026-10-20
Cullen T Bankers, Inc.
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$46.7K (+$1.0K)
Filed 2026-10-28
Legacy Bridge, LLC
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$44.8K (+$973)
Filed 2026-10-28
Bangor Savings Bank
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$38.0K (+$825)
Filed 2026-10-06
Murphy & Mullick Capital Management Corp
NEW
Shares800
Change+800
Value$27.6K
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares723
Change+723
Value$24.9K
Filed 2026-10-27
Maseco LLP
NEW
Shares695
Change+695
Value$24.0K
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares689 from 1,901
Change-1,212 (-64%)
Value$24 (-$64.0K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares687 from 156
Change+531 (+340%)
Value$23.7K (+$18.4K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares614
Change+614
Value$21.2K
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$21.0K (+$458)
Filed 2026-10-26
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$18.5K (-$364)
Filed 2026-11-06
Breakwater Investment Management
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$19.1K (+$416)
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
DECREASED
Shares549 from 686
Change-137 (-20%)
Value$18.9K (-$4.2K)
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$18.5K (+$403)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$17.9K (+$390)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares510
Change+510
Value$17.6K
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$16.6K (+$360)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares416 from 393
Change+23 (+6%)
Value$14.4K (+$1.1K)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$12.0K (+$261)
Filed 2026-10-21
Biltmore Family Office, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.4K (+$225)
Filed 2026-11-03
UMB Bank, n.a.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$9.8K (+$214)
Filed 2026-11-06
Pacifica Partners Inc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$9.6K (+$162)
Filed 2026-10-09
Armstrong Advisory Group, Inc
NEW
Shares206
Change+206
Value$7.1K
Filed 2026-10-09
Wagner Wealth Management, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$4.8K (+$104)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares136
Change+136
Value$4.7K
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares112
Change+112
Value$3.9K
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$3.5K (+$76)
Filed 2026-10-15
Go Invest LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.7K (+$58)
Filed 2026-10-09
Parkside Financial Bank & Trust
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.0K (+$22)
Filed 2026-10-27
Russell Investments Group, Ltd.
NEW
Shares18
Change+18
Value$621
Filed 2026-11-06
Garda Capital Partners LP
CLOSED
Shares0 from 150,000
Change-150,000 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-04
Corecam AG
CLOSED
Shares0 from 89,410
Change-89,410 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
Founders Financial Securities LLC
CLOSED
Shares0 from 54,227
Change-54,227 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 44,065
Change-44,065 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Ibex Wealth Advisors
CLOSED
Shares0 from 39,975
Change-39,975 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
Blue Line Capital, LLC / IL
CLOSED
Shares0 from 20,968
Change-20,968 (-100%)
Value$0 (-$707.7K)
Filed 2026-11-04
Saxon Interests, Inc.
CLOSED
Shares0 from 20,920
Change-20,920 (-100%)
Value$0 (-$706.1K)
Filed 2026-10-26
Imc-Chicago, LLC
CLOSED
Shares0 from 15,987
Change-15,987 (-100%)
Value$0 (-$539.6K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 13,865
Change-13,865 (-100%)
Value$0 (-$467.9K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
CLOSED
Shares0 from 13,346
Change-13,346 (-100%)
Value$0 (-$450.4K)
Filed 2026-10-28
Advisor Resource Council
CLOSED
Shares0 from 12,742
Change-12,742 (-100%)
Value$0 (-$434.9K)
Filed 2026-11-05
BFI Infinity Ltd.
CLOSED
Shares0 from 11,261
Change-11,261 (-100%)
Value$0 (-$380.1K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 9,351
Change-9,351 (-100%)
Value$0 (-$315.6K)
Filed 2026-10-21
Interchange Capital Partners, LLC
CLOSED
Shares0 from 8,803
Change-8,803 (-100%)
Value$0 (-$297.1K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 7,900
Change-7,900 (-100%)
Value$0 (-$266.6K)
Filed 2026-10-16
Smart Wealth LLC
CLOSED
Shares0 from 7,247
Change-7,247 (-100%)
Value$0 (-$244.6K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,106
Change-7,106 (-100%)
Value$0 (-$239.8K)
Filed 2026-10-16
Cooper Financial Group
CLOSED
Shares0 from 6,909
Change-6,909 (-100%)
Value$0 (-$233.2K)
Filed 2026-10-07
GFS Advisors, LLC
CLOSED
Shares0 from 5,811
Change-5,811 (-100%)
Value$0 (-$950.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,988
Change-2,988 (-100%)
Value$0 (-$100.2K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$72.6K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 662
Change-662 (-100%)
Value$0 (-$22.3K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$26.0K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-16
US Bancorp \de\
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-05
Solstein Capital, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-02
Nvwm, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$239)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares0 from 0
Change0
Value$14 (+$1)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 5,280,873
Change-5,280,873 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,347,622
Change-2,347,622 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,893,278
Change-1,893,278 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,737,523
Change-1,737,523 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,362,689
Change-1,362,689 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,186,133
Change-1,186,133 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 817,924
Change-817,924 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 719,864
Change-719,864 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 717,986
Change-717,986 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 685,980
Change-685,980 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 664,748
Change-664,748 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 647,988
Change-647,988 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 640,000
Change-640,000 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 639,340
Change-639,340 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 606,278
Change-606,278 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 586,740
Change-586,740 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 580,330
Change-580,330 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 513,175
Change-513,175 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 503,241
Change-503,241 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 456,952
Change-456,952 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 408,300
Change-408,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 399,599
Change-399,599 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 346,833
Change-346,833 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 310,234
Change-310,234 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 290,985
Change-290,985 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 276,016
Change-276,016 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 263,747
Change-263,747 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 258,326
Change-258,326 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 253,285
Change-253,285 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 252,675
Change-252,675 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 245,156
Change-245,156 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 244,200
Change-244,200 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 235,259
Change-235,259 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 232,716
Change-232,716 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 218,058
Change-218,058 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 198,640
Change-198,640 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 196,018
Change-196,018 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 169,814
Change-169,814 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 162,959
Change-162,959 (-100%)
Value—
Man Group plc
N/A
Shares— from 156,883
Change-156,883 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 148,875
Change-148,875 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 148,550
Change-148,550 (-100%)
Value—
EFG International AG
N/A
Shares— from 143,461
Change-143,461 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 141,897
Change-141,897 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 138,192
Change-138,192 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 137,321
Change-137,321 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 128,058
Change-128,058 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 123,656
Change-123,656 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 122,511
Change-122,511 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 118,461
Change-118,461 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 111,800
Change-111,800 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 103,546
Change-103,546 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 101,134
Change-101,134 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 99,979
Change-99,979 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 99,093
Change-99,093 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 94,749
Change-94,749 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 88,758
Change-88,758 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 86,500
Change-86,500 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 86,280
Change-86,280 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 85,720
Change-85,720 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 85,184
Change-85,184 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 80,429
Change-80,429 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 80,125
Change-80,125 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 77,500
Change-77,500 (-100%)
Value—
Metlife Inc
N/A
Shares— from 71,751
Change-71,751 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 70,853
Change-70,853 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 68,477
Change-68,477 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 63,015
Change-63,015 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 62,760
Change-62,760 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 57,103
Change-57,103 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,242
Change-53,242 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 50,469
Change-50,469 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 50,260
Change-50,260 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 49,276
Change-49,276 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 48,958
Change-48,958 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 45,413
Change-45,413 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 44,696
Change-44,696 (-100%)
Value—
CSS LLC
N/A
Shares— from 43,790
Change-43,790 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,401
Change-43,401 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 40,200
Change-40,200 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 36,650
Change-36,650 (-100%)
Value—
FIL Ltd
N/A
Shares— from 36,274
Change-36,274 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 35,318
Change-35,318 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 35,292
Change-35,292 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 33,100
Change-33,100 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 32,567
Change-32,567 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 32,190
Change-32,190 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 30,815
Change-30,815 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,317
Change-26,317 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 24,880
Change-24,880 (-100%)
Value—
&partners
N/A
Shares— from 24,264
Change-24,264 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 23,866
Change-23,866 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,402
Change-23,402 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,339
Change-23,339 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 21,875
Change-21,875 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 21,851
Change-21,851 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,682
Change-20,682 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 19,814
Change-19,814 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,496
Change-19,496 (-100%)
Value—
FCA Corp
N/A
Shares— from 18,497
Change-18,497 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,238
Change-18,238 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 17,430
Change-17,430 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,426
Change-16,426 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,670
Change-15,670 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 14,107
Change-14,107 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,647
Change-13,647 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 12,482
Change-12,482 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,217
Change-12,217 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 11,893
Change-11,893 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,201
Change-11,201 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,183
Change-11,183 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,159
Change-11,159 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,964
Change-10,964 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 9,306
Change-9,306 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Main Management LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 500
Change-500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 411
Change-411 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 200
Change-200 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Meitav Investment House LTD
UNCHANGED3,680,0003,680,00000%$124.2M$127.0M+$2.8M2026-10-28
Assetmark, Inc
INCREASED2,284,693242,119+2,042,574+844%$8.2M$78.8M+$70.7M2026-10-21
New Harbor Financial Group, LLC
INCREASED1,067,6691,048,773+18,896+2%$35.4M$36.8M+$1.4M2026-10-22
LPL Financial LLC
INCREASED929,928841,229+88,699+11%$28.4M$32.1M+$3.7M2026-11-06
Journey Advisory Group, LLC
INCREASED868,427834,982+33,445+4%$28.2M$30.0M+$1.8M2026-11-04
City of London Investment Management Co LTD
INCREASED754,696155,200+599,496+386%$5.2M$26.0M+$20.8M2026-10-30
Merit Financial Group, LLC
INCREASED614,339552,201+62,138+11%$18.6M$21.2M+$2.6M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED510,706510,432+274+0%$17.2M$17.6M+$392.3K2026-10-29
RED Cedar Investment Management, LLC
UNCHANGED474,510474,51000%$16.0M$16.4M+$355.9K2026-11-04
Carrera Capital Advisors
INCREASED465,339441,942+23,397+5%$14.9M$16.1M+$1.1M2026-11-03
Barry Investment Advisors, LLC
INCREASED461,806431,940+29,866+7%$14.6M$15.9M+$1.4M2026-10-14
Csenge Advisory Group
INCREASED420,363398,684+21,679+5%$13.5M$14.5M+$1.0M2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED371,843371,84300%$12.5M$12.5M$02026-10-15
Randolph Co Inc
INCREASED342,181341,955+226+0%$11.5M$11.8M+$264.3K2026-10-23
Banque Pictet & CIE SA
UNCHANGED270,000270,00000%$9.1M$9.3M+$202.5K2026-10-16
Kestra Advisory Services, LLC
INCREASED248,345248,248+97+0%$8.4M$8.6M+$189.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED243,740236,440+7,300+3%$8.0M$8.4K-$8.0M2026-11-02
Lake Hills Wealth Management, LLC
INCREASED229,300188,017+41,283+22%$6.3M$7.9M+$1.6M2026-10-07
Commonwealth Equity Services, LLC
INCREASED219,843191,895+27,948+15%$6.5M$7.6M+$1.1M2026-11-02
Lmcg Investments, LLC
DECREASED198,353234,074-35,721-15%$7.9M$6.8M-$1.1M2026-10-21
Altfest L J & Co Inc
NEW186,136—+186,136——$6.4M—2026-10-27
Citigroup Inc
INCREASED175,156153,979+21,177+14%$5.2M$6.0M+$846.1K2026-11-04
CoreCap Advisors, LLC
INCREASED169,246159,150+10,096+6%$5.4M$5.8M+$467.7K2026-10-08
Icici Prudential Asset Management Co Ltd
UNCHANGED142,143142,14300%$4.8M$4.9M+$108.0K2026-11-06
Leibman Financial Services, Inc.
INCREASED127,51071,820+55,690+78%$2.4M$4.4M+$2.0M2026-10-13
180 Wealth Advisors, LLC
INCREASED125,256111,019+14,237+13%$3.7M$4.3M+$574.4K2026-11-03
Fiduciary Alliance LLC
DECREASED109,143113,328-4,185-4%$3.8M$3.8M-$59.4K2026-10-13
Prospera Financial Services Inc
INCREASED100,48768,026+32,461+48%$2.3M$3.2M+$932.8K2026-11-04
Park Avenue Securities LLC
INCREASED99,14435,908+63,236+176%$1.2M$3.4K-$1.2M2026-10-26
WealthCare Asset Management, LLC
DECREASED95,459154,548-59,089-38%$5.2M$3.3M-$1.9M2026-10-26
D.A. Davidson & Co.
INCREASED84,24980,719+3,530+4%$2.7M$2.9M+$182.3K2026-10-28
Cowa, LLC
NEW81,356—+81,356——$2.8M—2026-10-30
Redhawk Wealth Advisors, Inc.
DECREASED81,35487,787-6,433-7%$3.0M$2.8M-$156.1K2026-10-14
Blue Capital, Inc.
INCREASED78,05975,018+3,041+4%$2.5M$2.7M+$161.2K2026-10-13
Legacy Wealth Partners, LLC
NEW75,140—+75,140——$2.6M—2026-10-15
Sharper & Granite LLC
DECREASED69,88470,854-970-1%$2.4M$2.5M+$91.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED68,93953,744+15,195+28%$1.9M$2.6M+$731.2K2026-10-13
Ascent Group, LLC
NEW66,839—+66,839——$2.3M—2026-10-30
Farther Finance Advisors, LLC
DECREASED65,94187,174-21,233-24%$2.9M$2.3M-$667.2K2026-10-08
Nkcfo LLC
NEW58,550—+58,550——$2.0M—2026-11-04
Money Concepts Capital Corp
INCREASED55,21853,233+1,985+4%$1.8M$1.9M+$108.4K2026-11-06
Atria Investments, Inc
INCREASED54,68215,813+38,869+246%$533.7K$1.9M+$1.4M2026-10-15
J. Safra Sarasin Holding AG
UNCHANGED53,94553,94500%$1.9M$1.9M$02026-10-26
Balefire, LLC
INCREASED53,7736,600+47,173+715%$222.8K$1.9M+$1.6M2026-10-09
Moneco Advisors, LLC
DECREASED51,64355,142-3,499-6%$1.9M$1.8M-$79.4K2026-11-05
Stonehearth Capital Management, LLC
DECREASED51,50355,198-3,695-7%$1.9M$1.8M-$86.1K2026-10-13
Providence First Trust Co
DECREASED49,49161,644-12,153-20%$2.1M$1.7M-$373.0K2026-11-02
MBL Wealth, LLC
INCREASED48,16628,947+19,219+66%$977.0K$1.7M+$684.8K2026-10-22
Virtue Asset Management LLC
INCREASED47,64145,073+2,568+6%$1.5M$1.6M+$122.4K2026-10-21
Professional Financial Advisors, LLC
INCREASED45,50243,321+2,181+5%$1.5M$1.6M+$107.7K2026-10-13
Old Port Advisors
DECREASED44,95945,285-326-1%$1.5M$1.6M+$22.7K2026-10-23
Integrity Alliance, Llc.
INCREASED44,92144,779+142+0%$1.5M$1.5M+$38.5K2026-10-29
Avalon Capital Management
INCREASED42,91340,535+2,378+6%$1.4M$1.5M+$112.4K2026-11-04
Corecam Pte. Ltd.
DECREASED41,560214,110-172,550-81%$7.2M$1.4M-$5.8M2026-10-23
AlphaCore Capital LLC
INCREASED39,45035,700+3,750+11%$1.2M$1.4M+$156.2K2026-11-04
Rahlfs Capital, LLC
UNCHANGED38,25038,25000%$1.3M$1.3M+$28.7K2026-10-23
Yoffe Investment Management, LLC
UNCHANGED37,24537,24500%$1.3M$1.3M+$27.9K2026-11-02
Advocate Investing Services LLC
UNCHANGED36,47236,47200%$1.2M$1.3M+$27.4K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED36,45340,504-4,051-10%$1.4M$1.3M-$109.4K2026-10-05
Algorithmic Investment Models, LLC
NEW35,092—+35,092——$1.2M—2026-11-04
Amundi
DECREASED34,05540,000-5,945-15%$1.4M$1.2M-$175.1K2026-11-06
Gallacher Capital Management LLC
DECREASED33,94952,412-18,463-35%$1.8M$1.2M-$597.7K2026-10-30
Kestra Private Wealth Services, LLC
NEW33,703—+33,703——$1.2M—2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED31,80031,80000%$1.1M$1.1M+$23.9K2026-10-22
PNC Financial Services Group, Inc.
INCREASED31,03130,657+374+1%$1.0M$1.1M+$35.9K2026-11-06
Diversified Enterprises, LLC
NEW30,357—+30,357——$1.0M—2026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED29,50729,50700%$995.9K$1.0M+$22.1K2026-11-02
Angeles Wealth Management, LLC
UNCHANGED29,07429,07400%$981.2K$1.0M+$21.8K2026-10-26
Finley Financial, LLC
UNCHANGED27,68727,68700%$934.4K$948.8K+$14.4K2026-10-28
Heartwood Wealth Advisors LLC
INCREASED27,23026,887+343+1%$907.4K$939.4K+$32.0K2026-10-05
Camelot Technology Advisors, Inc.
DECREASED25,79027,489-1,699-6%$927.8K$889.8K-$38.0K2026-10-09
Parsons Capital Management Inc
INCREASED24,92022,420+2,500+11%$756.7K$859.7K+$103.1K2026-10-28
Cumberland Advisors Inc
NEW24,520—+24,520——$845.9K—2026-10-30
Wedbush Securities Inc
DECREASED24,28824,330-420%$821.0K$838-$820.2K2026-10-22
Washington Growth Strategies LLC
UNCHANGED23,48723,48700%$792.7K$810.3K+$17.6K2026-10-19
PKS Advisory Services, LLC
UNCHANGED23,40223,40200%$789.8K$789.8K$02026-10-26
Ehrlich Financial Group
DECREASED21,72024,141-2,421-10%$814.8K$749.3K-$65.4K2026-10-20
First Heartland Consultants, Inc.
NEW21,337—+21,337——$736.1K—2026-10-08
Whalen Wealth Management Inc.
NEW20,797—+20,797——$717.5K—2026-10-08
National Wealth Management Group, LLC
INCREASED19,94117,897+2,044+11%$604.0K$688.0K+$83.9K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED19,16017,903+1,257+7%$604.2K$661.0K+$56.8K2026-11-04
Concurrent Investment Advisors, LLC
NEW18,766—+18,766——$647.4K—2026-10-16
Three Seasons Wealth, LLC
INCREASED18,69516,734+1,961+12%$564.8K$645.0K+$80.2K2026-11-03
Richardson Financial Services Inc.
NEW18,681—+18,681——$644.5K—2026-10-30
Brookstone Capital Management
DECREASED17,82746,356-28,529-62%$1.6M$615.0K-$949.5K2026-10-22
Global Assets Advisory, LLC
INCREASED16,67610,651+6,025+57%$358.6K$635.4K+$276.8K2026-10-28
Verus Financial Partners, Inc.
UNCHANGED16,37416,37400%$552.6K$564.9K+$12.3K2026-10-29
Roman Butler Fullerton & Co
DECREASED15,62431,344-15,720-50%$1.1M$585.7K-$483.4K2026-10-27
Oppenheimer & Co Inc
DECREASED15,60338,346-22,743-59%$1.3M$538.3K-$755.9K2026-10-26
Carret Asset Management, LLC
INCREASED14,83213,728+1,104+8%$463.3K$511.7K+$48.4K2026-11-04
RFG Advisory, LLC
INCREASED14,57011,690+2,880+25%$394.5K$502.7K+$108.1K2026-11-03
Bank of New York Mellon Corp
INCREASED14,50711,165+3,342+30%$376.8K$500.5K+$123.7K2026-11-05
Truist Financial Corp
DECREASED14,33827,395-13,057-48%$924.6K$494.7K-$429.9K2026-10-30
Spire Wealth Management
INCREASED13,70313,606+97+1%$459.2K$472.7K+$13.6K2026-10-30
Krilogy Financial LLC
UNCHANGED13,62313,62300%$459.8K$520.5K+$60.8K2026-10-13
Creative Planning
DECREASED12,97713,768-791-6%$464.7K$447.7K-$17.0K2026-11-02
Independent Financial Group, LLC
INCREASED12,8329,113+3,719+41%$307.6K$442.7K+$135.1K2026-10-13
Gold Investment Management Ltd.
INCREASED12,81412,775+39+0%$431.2K$442.1K+$11.0K2026-10-19
Essential Partners LLC
INCREASED12,2388,080+4,158+51%$272.7K$422.2K+$149.5K2026-10-14
Swmg, LLC
INCREASED12,09911,894+205+2%$412.8K$450.1K+$37.2K2026-10-23
Cottonwood Capital Advisors, LLC
DECREASED12,03712,092-550%$408.1K$415.3K+$7.2K2026-10-20
Alexander Randolph Advisory, Inc.
UNCHANGED11,98611,98600%$404.5K$413.5K+$9.0K2026-11-04
Polaris Financial Partners
NEW11,895—+11,895——$411—2026-10-02
Destiny Wealth Partners, LLC
NEW11,796—+11,796——$380.4K—2026-11-05
SBI Securities Co., Ltd.
DECREASED11,51811,976-458-4%$404.2K$397.4K-$6.8K2026-10-22
Tactive Advisors, LLC
DECREASED11,08112,117-1,036-9%$409.0K$382.3K-$26.7K2026-10-08
Apollon Wealth Management, LLC
DECREASED10,04811,338-1,290-11%$382.7K$346.7K-$36.0K2026-10-23
Formidable Asset Management, LLC
DECREASED9,6109,660-50-1%$343.1K$324.3K-$18.8K2026-11-03
Parallel Advisors, LLC
DECREASED9,4649,524-60-1%$321.4K$326.5K+$5.1K2026-11-03
Navigation Wealth Management, Inc.
INCREASED9,4048,997+407+5%$303.6K$359.3K+$55.7K2026-11-03
E&G Advisors, LLC
DECREASED9,2559,355-100-1%$315.7K$319.3K+$3.6K2026-10-13
Riggs Asset Managment Co. Inc.
DECREASED9,18185,868-76,687-89%$2.9M$316.7K-$2.6M2026-11-05
Wespac Advisors, LLC
DECREASED9,12210,784-1,662-15%$364.0K$314.7K-$49.3K2026-10-26
Nicholas Hoffman & Company, Llc.
UNCHANGED9,0659,06500%$305.9K$312.7K+$6.8K2026-10-30
Elevation Point Wealth Partners, LLC
INCREASED8,9478,165+782+10%$275.6K$308.7K+$33.1K2026-11-05
Mather Group, Llc.
NEW8,684—+8,684——$299.6K—2026-10-14
Crumly & Associates Inc.
NEW8,683—+8,683——$299.6K—2026-10-07
Hardworking Capital Advisors, LLC
NEW8,645—+8,645——$298.3K—2026-10-20
Verity Asset Management, Inc.
INCREASED8,2388,113+125+2%$273.8K$284.2K+$10.4K2026-10-30
Crestwood Advisors Group, LLC
DECREASED8,0138,081-68-1%$272.7K$276.4K+$3.7K2026-10-27
Canal Insurance Co
UNCHANGED8,0008,00000%$270.0K$276-$269.7K2026-10-20
Rose Capital Advisors LLC
NEW7,855—+7,855——$271.0K—2026-11-04
IFP Advisors, Inc
INCREASED7,6702,827+4,843+171%$95.4K$264.6K+$169.2K2026-10-16
Ignite Planners, LLC
NEW7,446—+7,446——$256.9K—2026-10-14
Churchill Financial Advisors, LLC
DECREASED7,05011,520-4,470-39%$388.8K$243.2K-$145.6K2026-10-20
United Asset Strategies, Inc.
NEW6,927—+6,927——$239.0K—2026-10-28
Platform Technology Partners
NEW6,738—+6,738——$232.5K—2026-11-02
SFI Advisors, LLC
DECREASED6,6636,685-220%$225.6K$229.9K+$4.3K2026-10-30
Fiduciary Financial Group, LLC
NEW6,643—+6,643——$229.2K—2026-10-13
Avaii Wealth Management, LLC
NEW6,607—+6,607——$231.1K—2026-10-09
Fifth Third Bancorp
DECREASED6,4926,970-478-7%$235.2K$224.0K-$11.2K2026-11-05
Ironsides Asset Advisors, LLC
DECREASED6,39521,510-15,115-70%$726.0K$220.6K-$505.3K2026-10-20
Pinion Investment Advisors, LLC
NEW6,086—+6,086——$210.0K—2026-11-04
Tucker Asset Management LLC
INCREASED6,0445,599+445+8%$189.0K$208.5K+$19.6K2026-10-29
USA Financial Formulas
NEW5,795—+5,795——$199.9K—2026-10-16
Triumph Capital Management
INCREASED5,4545,444+10+0%$183.7K$188.2K+$4.4K2026-10-14
Pioneer Family Office, LLC
UNCHANGED5,4505,45000%$183.9K$188.0K+$4.1K2026-10-30
Rossby Financial, LCC
NEW5,042—+5,042——$174.0K—2026-11-05
Simplex Trading, LLC
DECREASED3,1416,495-3,354-52%$219.2K$108.4K-$110.8K2026-11-04
Blue Trust, Inc.
UNCHANGED2,6652,66500%$89.9K$91.9K+$2.0K2026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW2,215—+2,215——$76.4K—2026-10-15
Signature Equity Partners, LLC
INCREASED2,0731,735+338+19%$58.6K$71.5K+$13.0K2026-10-29
William Mack & Associates, Inc.
NEW2,016—+2,016——$69.6K—2026-10-27
Capital Investment Advisory Services, LLC
INCREASED1,976864+1,112+129%$29.2K$68.1K+$38.9K2026-10-30
Private Trust Co NA
DECREASED1,7602,002-242-12%$67.6K$60.7K-$6.8K2026-10-20
Cullen T Bankers, Inc.
UNCHANGED1,3551,35500%$45.7K$46.7K+$1.0K2026-10-28
Legacy Bridge, LLC
UNCHANGED1,2981,29800%$43.8K$44.8K+$9732026-10-28
Bangor Savings Bank
UNCHANGED1,1001,10000%$37.1K$38.0K+$8252026-10-06
Murphy & Mullick Capital Management Corp
NEW800—+800——$27.6K—2026-11-02
Balance Wealth Partners LLC
NEW723—+723——$24.9K—2026-10-27
Maseco LLP
NEW695—+695——$24.0K—2026-10-27
Covestor Ltd
DECREASED6891,901-1,212-64%$64.0K$24-$64.0K2026-10-30
Ascentis Wealth Management, LLC
INCREASED687156+531+340%$5.3K$23.7K+$18.4K2026-11-03
Root Financial Partners, LLC
NEW614—+614——$21.2K—2026-10-21
Lanark Financial, Inc.
UNCHANGED61061000%$20.6K$21.0K+$4582026-10-26
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED60060000%$18.9K$18.5K-$3642026-11-06
Breakwater Investment Management
UNCHANGED55555500%$18.7K$19.1K+$4162026-10-20
Comprehensive Financial Planning, Inc.
DECREASED549686-137-20%$23.1K$18.9K-$4.2K2026-10-27
American Capital Advisory, LLC
UNCHANGED53753700%$18.1K$18.5K+$4032026-10-28
Concord Wealth Partners
UNCHANGED51951900%$17.5K$17.9K+$3902026-11-02
Latitude Advisors, LLC
NEW510—+510——$17.6K—2026-10-27
First Horizon Corp
UNCHANGED48048000%$16.2K$16.6K+$3602026-10-26
Cape Investment Advisory, Inc.
INCREASED416393+23+6%$13.3K$14.4K+$1.1K2026-10-13
Trust Co of Vermont
UNCHANGED34734700%$11.7K$12.0K+$2612026-10-21
Biltmore Family Office, LLC
UNCHANGED30030000%$10.1K$10.4K+$2252026-11-03
UMB Bank, n.a.
UNCHANGED28528500%$9.6K$9.8K+$2142026-11-06
Pacifica Partners Inc.
UNCHANGED27927900%$9.4K$9.6K+$1622026-10-09
Armstrong Advisory Group, Inc
NEW206—+206——$7.1K—2026-10-09
Wagner Wealth Management, LLC
UNCHANGED13913900%$4.7K$4.8K+$1042026-10-21
Provenance Wealth Advisors, LLC
NEW136—+136——$4.7K—2026-10-30
Compass Financial Management LLC
NEW112—+112——$3.9K—2026-10-30
Nfsg Corp
UNCHANGED10110100%$3.4K$3.5K+$762026-10-15
Go Invest LLC
UNCHANGED787800%$2.6K$2.7K+$582026-10-09
Parkside Financial Bank & Trust
UNCHANGED303000%$1.0K$1.0K+$222026-10-27
Russell Investments Group, Ltd.
NEW18—+18——$621—2026-11-06
Garda Capital Partners LP
CLOSED0150,000-150,000-100%$5.1M$0-$5.1M2026-11-04
Corecam AG
CLOSED089,410-89,410-100%$3.0M$0-$3.0M2026-10-29
Founders Financial Securities LLC
CLOSED054,227-54,227-100%$1.8M$0-$1.8M2026-10-28
B. Riley Wealth Advisors, Inc.
CLOSED044,065-44,065-100%$1.5M$0-$1.5M2026-10-13
Ibex Wealth Advisors
CLOSED039,975-39,975-100%$1.3M$0-$1.3M2026-11-06
Blue Line Capital, LLC / IL
CLOSED020,968-20,968-100%$707.7K$0-$707.7K2026-11-04
Saxon Interests, Inc.
CLOSED020,920-20,920-100%$706.1K$0-$706.1K2026-10-26
Imc-Chicago, LLC
CLOSED015,987-15,987-100%$539.6K$0-$539.6K2026-11-05
Prime Capital Investment Advisors, LLC
CLOSED013,865-13,865-100%$467.9K$0-$467.9K2026-10-20
Independent Solutions Wealth Management, LLC
CLOSED013,346-13,346-100%$450.4K$0-$450.4K2026-10-28
Advisor Resource Council
CLOSED012,742-12,742-100%$434.9K$0-$434.9K2026-11-05
BFI Infinity Ltd.
CLOSED011,261-11,261-100%$380.1K$0-$380.1K2026-10-16
SeaCrest Wealth Management, LLC
CLOSED09,351-9,351-100%$315.6K$0-$315.6K2026-10-21
Interchange Capital Partners, LLC
CLOSED08,803-8,803-100%$297.1K$0-$297.1K2026-10-28
Robertson Stephens Wealth Management, LLC
CLOSED07,900-7,900-100%$266.6K$0-$266.6K2026-10-16
Smart Wealth LLC
CLOSED07,247-7,247-100%$244.6K$0-$244.6K2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED07,106-7,106-100%$239.8K$0-$239.8K2026-10-16
Cooper Financial Group
CLOSED06,909-6,909-100%$233.2K$0-$233.2K2026-10-07
GFS Advisors, LLC
CLOSED05,811-5,811-100%$950.9K$0-$950.9K2026-11-03
International Assets Investment Management, LLC
CLOSED02,988-2,988-100%$100.2K$0-$100.2K2026-11-02
Mirae Asset Global Investments Co., Ltd.
CLOSED02,150-2,150-100%$72.6K$0-$72.6K2026-11-03
Institute for Wealth Management, Llc.
CLOSED0662-662-100%$22.3K$0-$22.3K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0190-190-100%$26.0K$0-$26.0K2026-10-14
Lloyd Advisory Services, Llc.
CLOSED0187-187-100%$6.3K$0-$6.3K2026-11-02
TD Waterhouse Canada Inc.
CLOSED088-88-100%$3.0K$0-$3.0K2026-10-16
US Bancorp \de\
CLOSED087-87-100%$2.9K$0-$2.9K2026-11-05
Solstein Capital, LLC
CLOSED039-39-100%$1.3K$0-$1.3K2026-11-02
Nvwm, LLC
CLOSED07-7-100%$239$0-$2392026-10-14
Signaturefd, LLC
UNCHANGED000—$13$14+$12026-10-23
Morgan Stanley
N/A—5,280,873-5,280,873-100%$178.2M———
CI Investments Inc.
N/A—2,347,622-2,347,622-100%$79.2M———
Bank of America Corp
N/A—1,893,278-1,893,278-100%$63.9M———
Susquehanna International Group, LLP
N/A—1,737,523-1,737,523-100%$58.6M———
Wells Fargo & Company
N/A—1,362,689-1,362,689-100%$46.0M———
D. E. Shaw & Co., Inc.
N/A—1,186,133-1,186,133-100%$40.0M———
Proficio Capital Partners LLC
N/A—817,924-817,924-100%$27.6M———
Raymond James Financial Inc
N/A—719,864-719,864-100%$24.3M———
HighTower Advisors, LLC
N/A—717,986-717,986-100%$24.2M———
Main Management ETF Advisors, LLC
N/A—685,980-685,980-100%$23.2M———
Flputnam Investment Management Co
N/A—664,748-664,748-100%$22.5M———
Osborne Partners Capital Management, LLC
N/A—647,988-647,988-100%$21.9M———
Itau Unibanco Holding S.A.
N/A—640,000-640,000-100%$23.3M———
Horizon Investments, LLC
N/A—639,340-639,340-100%$21.6M———
Syon Capital LLC
N/A—606,278-606,278-100%$20.5M———
Royal Bank of Canada
N/A—586,740-586,740-100%$19.8M———
Ameriprise Financial Inc
N/A—580,330-580,330-100%$19.6M———
Envestnet Asset Management Inc
N/A—513,175-513,175-100%$17.3M———
Osaic Holdings, Inc.
N/A—503,241-503,241-100%$17.0M———
Jane Street Group, LLC
N/A—456,952-456,952-100%$15.4M———
Goldman Sachs Group Inc
N/A—408,300-408,300-100%$13.8M———
UBS Group AG
N/A—399,599-399,599-100%$13.5M———
Bank of Nova Scotia
N/A—346,833-346,833-100%$11.7M———
Financial Sense Advisors, Inc.
N/A—310,234-310,234-100%$10.5M———
Banco Santander, S.A.
N/A—290,985-290,985-100%$9.8M———
DRW Securities, LLC
N/A—276,016-276,016-100%$9.3M———
Venturi Wealth Management, LLC
N/A—263,747-263,747-100%$8.9M———
MML Investors Services, LLC
N/A—258,326-258,326-100%$8.7M———
Northwestern Mutual Wealth Management Co
N/A—253,285-253,285-100%$8.5M———
Kera Capital Partners, Inc.
N/A—252,675-252,675-100%$8.5M———
First American Trust, FSB
N/A—245,156-245,156-100%$8.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—244,200-244,200-100%$8.2M———
Advisory Services Network, LLC
N/A—235,259-235,259-100%$7.9M———
Kiker Wealth Management, LLC
N/A—232,716-232,716-100%$7.9M———
Omnia Family Wealth, LLC
N/A—218,058-218,058-100%$7.4M———
Tudor Investment Corp ET AL
N/A—200,000-200,000-100%$6.8M———
Caprock Group, LLC
N/A—198,640-198,640-100%$6.7M———
Qube Research & Technologies Ltd
N/A—196,018-196,018-100%$6.6M———
Cetera Investment Advisers
N/A—169,814-169,814-100%$5.7M———
Highview Capital Management LLC
N/A—162,959-162,959-100%$5.5M———
Man Group plc
N/A—156,883-156,883-100%$5.3M———
SG Americas Securities, LLC
N/A—148,875-148,875-100%$5.0M———
Vestmark Advisory Solutions, Inc.
N/A—148,550-148,550-100%$5.0M———
EFG International AG
N/A—143,461-143,461-100%$4.8M———
SSA Swiss Advisors AG
N/A—141,897-141,897-100%$4.8M———
Private Advisor Group, LLC
N/A—138,192-138,192-100%$4.7M———
Citadel Advisors LLC
N/A—137,321-137,321-100%$4.6M———
Exit Wealth Advisors, Llc.
N/A—128,058-128,058-100%$4.3M———
Stifel Financial Corp
N/A—123,656-123,656-100%$4.2M———
Black Swift Group, LLC
N/A—122,511-122,511-100%$4.1M———
Pgim Custom Harvest LLC
N/A—118,461-118,461-100%$4.0M———
Westview Management dba Westview Investment Advisors
N/A—111,800-111,800-100%$3.8M———
Mission Creek Capital Partners, Inc.
N/A—103,546-103,546-100%$3.5M———
Moneda S.A. Administradora General de Fondos
N/A—101,134-101,134-100%$3.4M———
HSBC Holdings PLC
N/A—99,979-99,979-100%$3.4M———
Schroder Investment Management Group
N/A—99,093-99,093-100%$3.4M———
JPMorgan Chase & Co
N/A—94,749-94,749-100%$3.2M———
Flow Traders U.S. LLC
N/A—88,758-88,758-100%$3.0M———
Federation des caisses Desjardins du Quebec
N/A—86,500-86,500-100%$2.9M———
Spahn Wealth & Retirement LLC
N/A—86,280-86,280-100%$2.9M———
First Trust Advisors LP
N/A—85,720-85,720-100%$2.9M———
Old Mission Capital LLC
N/A—85,184-85,184-100%$2.9M———
Quantinno Capital Management LP
N/A—80,429-80,429-100%$2.7M———
Summit Financial, LLC
N/A—80,125-80,125-100%$2.7M———
Two Sigma Investments, LP
N/A—77,500-77,500-100%$2.6M———
Metlife Inc
N/A—71,751-71,751-100%$2.4M———
Equitable Holdings, Inc.
N/A—70,853-70,853-100%$2.4M———
Canada Life Assurance Co
N/A—68,477-68,477-100%$2.3M———
Arax Advisory Partners
N/A—63,015-63,015-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—62,760-62,760-100%$2.1M———
Insigneo Advisory Services, LLC
N/A—57,103-57,103-100%$1.9M———
NewEdge Advisors, LLC
N/A—53,242-53,242-100%$1.8M———
Principal Securities, Inc.
N/A—50,469-50,469-100%$1.7M———
Copia Wealth Management
N/A—50,260-50,260-100%$1.7M———
Jones Financial Companies Lllp
N/A—49,276-49,276-100%$1.7M———
Focus Partners Wealth
N/A—48,958-48,958-100%$1.7M———
Quantitative Investment Management, LLC
N/A—45,413-45,413-100%$1.5M———
Baird Financial Group, Inc.
N/A—44,696-44,696-100%$1.5M———
CSS LLC
N/A—43,790-43,790-100%$1.5M———
BNP Paribas Financial Markets
N/A—43,401-43,401-100%$1.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—40,200-40,200-100%$1.4M———
Captrust Financial Advisors
N/A—36,650-36,650-100%$1.2M———
FIL Ltd
N/A—36,274-36,274-100%$1.2M———
Forefront Wealth Partners, LLC
N/A—35,318-35,318-100%$1.2M———
UBS Asset Management Americas LLC
N/A—35,292-35,292-100%$1.2M———
Hudson Portfolio Management LLC
N/A—33,100-33,100-100%$1.1M———
Kastel Capital Advisors, LLC
N/A—32,567-32,567-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—32,190-32,190-100%$1.1M———
HRT Financial LP
N/A—30,815-30,815-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—26,317-26,317-100%$888.2K———
Advisory Alpha, LLC
N/A—24,880-24,880-100%$839.7K———
&partners
N/A—24,264-24,264-100%$818.9K———
Everstar Asset Management, LLC
N/A—23,866-23,866-100%$805.5K———
OneAscent Financial Services LLC
N/A—23,402-23,402-100%$789.8K———
Sanctuary Advisors, LLC
N/A—23,339-23,339-100%$787.7K———
Scotia Capital Inc.
N/A—21,875-21,875-100%$738.3K———
Headlands Technologies LLC
N/A—21,851-21,851-100%$737.5K———
Belpointe Asset Management LLC
N/A—20,682-20,682-100%$698.0K———
Two Sigma Securities, LLC
N/A—19,814-19,814-100%$668.7K———
Rockefeller Capital Management L.P.
N/A—19,496-19,496-100%$658.0K———
FCA Corp
N/A—18,497-18,497-100%$624.3K———
Stratos Wealth Partners, Ltd.
N/A—18,238-18,238-100%$615.5K———
Twin Focus Capital Partners, LLC
N/A—17,430-17,430-100%$588.2K———
Mariner, LLC
N/A—16,426-16,426-100%$554.4K———
Barometer Capital Management Inc.
N/A—16,300-16,300-100%$550.1K———
Global Retirement Partners, LLC
N/A—15,670-15,670-100%$528.9K———
Trexquant Investment LP
N/A—14,107-14,107-100%$476.1K———
Nomura Asset Management Co LTD
N/A—14,000-14,000-100%$472.5K———
Rothschild Wealth LLC
N/A—13,647-13,647-100%$460.6K———
Dimension Capital Management LLC
N/A—12,482-12,482-100%$421.3K———
Nuveen, LLC
N/A—12,217-12,217-100%$412.3K———
BTG Pactual Asset Management US LLC
N/A—11,893-11,893-100%$401.4K———
K.J. Harrison & Partners Inc
N/A—11,351-11,351-100%$382.2K———
FMR LLC
N/A—11,201-11,201-100%$378.0K———
Perennial Investment Advisors, LLC
N/A—11,183-11,183-100%$377.4K———
Bleakley Financial Group, LLC
N/A—11,159-11,159-100%$376.6K———
Rehmann Capital Advisory Group
N/A—10,964-10,964-100%$370.0K———
Tranquilli Financial Advisor LLC
N/A—10,206-10,206-100%$344.5K———
Snowden Capital Advisors LLC
N/A—9,435-9,435-100%$318.4K———
Fortis Capital Advisors, LLC
N/A—9,306-9,306-100%$314.1K———
Saranac Partners Ltd
N/A—9,300-9,300-100%$313.9K———
Second Half Financial Partners, LLC
N/A—9,120-9,120-100%$307.8K———
Pathstone Holdings, LLC
N/A—8,097-8,097-100%$273.3K———
Greykasell Wealth Strategies, Inc.
N/A—7,530-7,530-100%$254.1K———
Circle Wealth Management, LLC
N/A—7,375-7,375-100%$248.9K———
Arkadios Wealth Advisors
N/A—7,091-7,091-100%$239.3K———
Sequoia Financial Advisors, LLC
N/A—6,910-6,910-100%$233.2K———
Cerity Partners LLC
N/A—6,900-6,900-100%$232.9K———
Marex Group Ltd
N/A—6,796-6,796-100%$229.4K———
MAI Capital Management
N/A—6,652-6,652-100%$224.5K———
World Investment Advisors
N/A—6,406-6,406-100%$227.5K———
Focus Partners Advisor Solutions, LLC
N/A—6,365-6,365-100%$214.8K———
CIBC World Market Inc.
N/A—6,346-6,346-100%$214.2K———
Geneos Wealth Management Inc.
N/A—6,174-6,174-100%$208.4K———
Rialto Wealth Management, LLC
N/A—6,029-6,029-100%$203.5K———
Owen LaRue, LLC
N/A—6,020-6,020-100%$203.2K———
M3 Advisory Group, LLC
N/A—5,967-5,967-100%$201.4K———
Harbour Investments, Inc.
N/A—5,323-5,323-100%$179.6K———
O'shaughnessy Asset Management, LLC
N/A—5,103-5,103-100%$172.2K———
Group One Trading LLC
N/A—5,093-5,093-100%$171.9K———
Mittelman Wealth Management
N/A—4,893-4,893-100%$668.9K———
Point72 Asset Management, L.P.
N/A—4,710-4,710-100%$159.0K———
USA Financial Formulas
N/A—4,053-4,053-100%$136.8K———
Edmond de Rothschild Holding S.A.
N/A—3,576-3,576-100%$120.7K———
Main Management LLC
N/A—2,760-2,760-100%$93.0K———
Colonial Trust Co / SC
N/A—2,000-2,000-100%$67.5K———
AE Wealth Management LLC
N/A—1,882-1,882-100%$63.5K———
National Bank of Canada
N/A—1,669-1,669-100%$56.2K———
BFC Planning, Inc.
N/A—1,603-1,603-100%$54.1K———
Blair William & Co
N/A—1,500-1,500-100%$50.6K———
Bank of Montreal
N/A—1,380-1,380-100%$46.6K———
Bogart Wealth, LLC
N/A—1,105-1,105-100%$37.3K———
Park Square Financial Group, LLC
N/A—756-756-100%$25.5K———
BlackRock, Inc.
N/A—695-695-100%$23.4K———
Glenmede Trust Co NA
N/A—500-500-100%$16.9K———
Aptus Capital Advisors, LLC
N/A—450-450-100%$15.2K———
Fiduciary Financial Advisors
N/A—411-411-100%$13.9K———
Timbuktu Capital Management, LLC
N/A—400-400-100%$13.5K———
Hantz Financial Services, Inc.
N/A—339-339-100%$11———
Dunhill Financial, LLC
N/A—300-300-100%$10.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—248-248-100%$8.4K———
Tidemark, LLC
N/A—224-224-100%$7.5K———
Colonial Trust Advisors
N/A—200-200-100%$6.8K———
Continuum Advisory, LLC
N/A—184-184-100%$6.2K———
Franklin Resources Inc
N/A—137-137-100%$4.6K———
Boreal Capital Management LLC
N/A—120-120-100%$4.1K———
Smartleaf Asset Management LLC
N/A—12-12-100%$406———
Optiver Holding B.V.
N/A—1-1-100%$34———
Showing 372 of 372 institutions