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Ishares US Real Estate ETF (IYR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WealthNavi Inc.
DECREASED
Shares5,540,037 from 5,870,511
Change-330,474 (-6%)
Value$526.5K (-$599.7M)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares406,088 from 137,953
Change+268,135 (+194%)
Value$38.6M (+$24.5M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares396,916 from 545,813
Change-148,897 (-27%)
Value$37.7M (-$18.1M)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares188,158 from 181,876
Change+6,282 (+3%)
Value$17.9M (-$714.3K)
Filed 2026-10-21
Ddfg, Inc
INCREASED
Shares182,913 from 177,778
Change+5,135 (+3%)
Value$17.4M (-$793.7K)
Filed 2026-10-15
Financial Advisory Corp
INCREASED
Shares156,312 from 152,940
Change+3,372 (+2%)
Value$14.9M (-$782.2K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares113,595 from 40,588
Change+73,007 (+180%)
Value$10.8M (+$6.6M)
Filed 2026-11-02
Unique Wealth, LLC
DECREASED
Shares91,877 from 91,942
Change-65 (0%)
Value$8.7M (-$669.1K)
Filed 2026-10-16
Norden Group LLC
NEW
Shares66,139
Change+66,139
Value$6.3M
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares65,863 from 63,916
Change+1,947 (+3%)
Value$6.3M (-$275.8K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
DECREASED
Shares64,878 from 65,266
Change-388 (-1%)
Value$6.2M (-$507.4K)
Filed 2026-10-13
Consolidated Capital Management, LLC
INCREASED
Shares60,692 from 60,279
Change+413 (+1%)
Value$5.8M (-$395.4K)
Filed 2026-10-13
Omega Financial Group, LLC
DECREASED
Shares59,850 from 62,307
Change-2,457 (-4%)
Value$5.7M (-$682.7K)
Filed 2026-10-29
Arkansas Financial Group, Inc.
INCREASED
Shares52,442 from 52,304
Change+138 (+0%)
Value$5.0M (-$364.0K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares52,020 from 49,846
Change+2,174 (+4%)
Value$4.9K (-$5.1M)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares45,173 from 48,786
Change-3,613 (-7%)
Value$4.3M (-$695.1K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares43,269 from 54,631
Change-11,362 (-21%)
Value$4.1M (-$1.5M)
Filed 2026-10-30
Rebalance, LLC
INCREASED
Shares40,231 from 39,584
Change+647 (+2%)
Value$3.8M (-$224.0K)
Filed 2026-10-22
Rodgers & Associates, LTD
DECREASED
Shares39,149 from 39,276
Change-127 (0%)
Value$3.7M (-$295.3K)
Filed 2026-10-20
Pictet North America Advisors SA
UNCHANGED
Shares37,434 from 37,434
Change0 (0%)
Value$3.6M (-$269.9K)
Filed 2026-10-21
Forte Asset Management LLC
DECREASED
Shares36,365 from 37,111
Change-746 (-2%)
Value$3.5M (-$338.4K)
Filed 2026-10-13
Sheets Smith Wealth Management
UNCHANGED
Shares36,000 from 36,000
Change0 (0%)
Value$3.4M (-$259.6K)
Filed 2026-10-16
Fairway Wealth LLC
DECREASED
Shares35,242 from 36,285
Change-1,043 (-3%)
Value$3.3M (-$360.7K)
Filed 2026-10-30
Whitegate Investment Counselors, Inc.
INCREASED
Shares34,984 from 34,948
Change+36 (+0%)
Value$3.3M (-$248.5K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares34,864
Change+34,864
Value$3.6M
Filed 2026-11-03
Jmac Enterprises LLC
INCREASED
Shares33,232 from 32,124
Change+1,108 (+3%)
Value$3.2M (-$126.3K)
Filed 2026-10-30
Sage Rhino Capital LLC
INCREASED
Shares32,113 from 32,037
Change+76 (+0%)
Value$3.1M (-$223.7K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares30,061 from 25,788
Change+4,273 (+17%)
Value$2.9K (-$2.6M)
Filed 2026-10-26
Rakuten Investment Management, Inc.
DECREASED
Shares27,286 from 27,536
Change-250 (-1%)
Value$2.6M (-$243.5K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares26,806 from 28,914
Change-2,108 (-7%)
Value$2.5M (-$408.8K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares26,721 from 28,518
Change-1,797 (-6%)
Value$2.5M (-$376.4K)
Filed 2026-11-03
Glenview Trust Co
INCREASED
Shares26,688 from 26,170
Change+518 (+2%)
Value$2.5M (-$139.5K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares26,116 from 28,001
Change-1,885 (-7%)
Value$2.5M (-$381.0K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares24,885 from 32,390
Change-7,505 (-23%)
Value$2.4M (-$946.8K)
Filed 2026-10-21
Allstreet Capital Advisors LLC
INCREASED
Shares23,634 from 23,241
Change+393 (+2%)
Value$2.2M (-$130.3K)
Filed 2026-11-04
Canton Hathaway, LLC
INCREASED
Shares22,821 from 22,432
Change+389 (+2%)
Value$2.2M (-$124.8K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares22,637 from 20,899
Change+1,738 (+8%)
Value$2.2M (+$14.6K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares21,184 from 30,967
Change-9,783 (-32%)
Value$2.0M (-$1.2M)
Filed 2026-11-03
First Financial Corp
INCREASED
Shares21,023 from 20,648
Change+375 (+2%)
Value$2.0M (-$113.2K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares20,645 from 20,644
Change+1 (0%)
Value$2.0M (-$148.8K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares20,052 from 19,806
Change+246 (+1%)
Value$1.9M (-$119.5K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares19,967 from 19,967
Change0 (0%)
Value$1.9M (-$144.0K)
Filed 2026-10-23
Mirae Asset Securities (USA) Inc.
NEW
Shares18,978
Change+18,978
Value$1.8M
Filed 2026-10-15
Garde Capital, Inc.
INCREASED
Shares18,972 from 18,679
Change+293 (+2%)
Value$1.8M (-$106.8K)
Filed 2026-10-29
Legacy Private Trust Co.
INCREASED
Shares18,085 from 17,747
Change+338 (+2%)
Value$1.7M (-$95.8K)
Filed 2026-10-06
Krane Financial Solutions LLC
DECREASED
Shares17,858 from 18,692
Change-834 (-4%)
Value$1.7M (-$214.0K)
Filed 2026-10-30
Grey Fox Wealth Advisors, LLC
DECREASED
Shares17,779 from 17,825
Change-46 (0%)
Value$1.7M (-$132.9K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,510 from 18,743
Change-1,233 (-7%)
Value$1.7M (-$278.9K)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares17,176 from 7,656
Change+9,520 (+124%)
Value$1.6M (+$849.6K)
Filed 2026-10-15
First Citizens Financial Corp
DECREASED
Shares17,057 from 17,362
Change-305 (-2%)
Value$1.6M (-$154.2K)
Filed 2026-10-02
Gray Private Wealth, LLC
INCREASED
Shares16,938 from 16,898
Change+40 (+0%)
Value$1.6M (-$118.1K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares16,276 from 15,390
Change+886 (+6%)
Value$1.5M (-$26.6K)
Filed 2026-11-04
Foundation Wealth Management, LLC
DECREASED
Shares15,129 from 15,201
Change-72 (0%)
Value$1.4M (-$116.2K)
Filed 2026-10-22
Embree Financial Group
DECREASED
Shares14,422 from 14,876
Change-454 (-3%)
Value$1.4M (-$150.4K)
Filed 2026-10-22
Milestone Asset Management, LLC
INCREASED
Shares13,830 from 2,713
Change+11,117 (+410%)
Value$1.3M (+$1.0M)
Filed 2026-10-15
Upper Left Wealth Management, LLC
DECREASED
Shares13,666 from 13,899
Change-233 (-2%)
Value$1.3M (-$122.4K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
UNCHANGED
Shares13,645 from 13,645
Change0 (0%)
Value$1.3M (-$98.4K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares13,299 from 13,283
Change+16 (+0%)
Value$1.2M (-$139.5K)
Filed 2026-10-08
Financial & Tax Architects, LLC
INCREASED
Shares13,094 from 12,109
Change+985 (+8%)
Value$1.2M (+$6.3K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares12,997 from 12,444
Change+553 (+4%)
Value$1.2M (-$37.2K)
Filed 2026-10-23
Sterling Investment Advisors LLC
INCREASED
Shares11,942 from 10,882
Change+1,060 (+10%)
Value$1.1M (+$22.3K)
Filed 2026-10-27
Washington Trust Bank
INCREASED
Shares11,471 from 11,015
Change+456 (+4%)
Value$1.1M (-$36.1K)
Filed 2026-11-03
Belvedere Trading LLC
NEW
Shares10,912
Change+10,912
Value$1.0M
Filed 2026-11-05
AlphaCentric Advisors LLC
NEW
Shares10,000
Change+10,000
Value$950.4K
Filed 2026-11-03
Guidance Point Advisors, LLC
INCREASED
Shares9,893 from 9,841
Change+52 (+1%)
Value$941.1K (-$66.2K)
Filed 2026-10-15
Finley Financial, LLC
DECREASED
Shares9,490 from 9,750
Change-260 (-3%)
Value$896.5K (-$100.4K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
NEW
Shares9,464
Change+9,464
Value$899.5K
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares9,301 from 8,832
Change+469 (+5%)
Value$884.0K (-$19.1K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares9,171 from 9,046
Change+125 (+1%)
Value$871.6K (-$53.3K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares8,937 from 6,690
Change+2,247 (+34%)
Value$849.4K (+$165.3K)
Filed 2026-10-08
Independence Wealth Advisors, LLC
DECREASED
Shares8,724 from 10,601
Change-1,877 (-18%)
Value$829.1K (-$254.8K)
Filed 2026-10-29
Kagan Cocozza Asset Management
DECREASED
Shares8,094 from 8,714
Change-620 (-7%)
Value$769.3K (-$121.8K)
Filed 2026-10-19
Creekside Partners
DECREASED
Shares7,923 from 8,192
Change-269 (-3%)
Value$753.0K (-$84.6K)
Filed 2026-11-04
Courage Miller Partners, LLC
INCREASED
Shares7,885 from 7,810
Change+75 (+1%)
Value$749.3K (-$49.2K)
Filed 2026-10-21
Bailard, Inc.
UNCHANGED
Shares7,718 from 7,718
Change0 (0%)
Value$733.5K (-$55.6K)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares7,589 from 7,837
Change-248 (-3%)
Value$721.3K (-$80.1K)
Filed 2026-10-27
NTV Asset Management LLC
DECREASED
Shares7,273 from 7,575
Change-302 (-4%)
Value$691.2K (-$83.3K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares6,790 from 6,790
Change0 (0%)
Value$645.3K (-$49.0K)
Filed 2026-10-07
Bucket List Wealth Management, LLC
INCREASED
Shares6,522 from 6,455
Change+67 (+1%)
Value$619.8K (-$40.2K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares6,470 from 4,596
Change+1,874 (+41%)
Value$614.9K (+$144.9K)
Filed 2026-10-26
Sage Financial Group Inc
INCREASED
Shares6,384 from 5,911
Change+473 (+8%)
Value$606.7K (+$2.3K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares6,353 from 6,395
Change-42 (-1%)
Value$633.1K (-$20.7K)
Filed 2026-11-04
Covenant Asset Management, LLC
UNCHANGED
Shares6,347 from 6,347
Change0 (0%)
Value$603.2K (-$45.8K)
Filed 2026-10-14
Waldron Private Wealth LLC
UNCHANGED
Shares6,246 from 6,246
Change0 (0%)
Value$593.6K (-$45.0K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
INCREASED
Shares6,180 from 4,756
Change+1,424 (+30%)
Value$594.0K (+$99.0K)
Filed 2026-11-04
Krilogy Financial LLC
DECREASED
Shares5,897 from 6,102
Change-205 (-3%)
Value$571.1K (-$52.8K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares5,552 from 5,353
Change+199 (+4%)
Value$527.7K (-$19.7K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares5,542 from 5,651
Change-109 (-2%)
Value$526.7K (-$51.1K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares5,370 from 2,747
Change+2,623 (+95%)
Value$510.3K (+$229.4K)
Filed 2026-10-23
Patten & Patten Inc
INCREASED
Shares5,247 from 5,047
Change+200 (+4%)
Value$498.7K (-$17.4K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
DECREASED
Shares5,186 from 5,206
Change-20 (0%)
Value$492.8K (-$39.4K)
Filed 2026-10-28
Infinity Wealth Counsel, LLC
UNCHANGED
Shares5,110 from 5,110
Change0 (0%)
Value$485.7K (-$36.8K)
Filed 2026-10-15
Principle Wealth Partners LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$484.7K (-$36.8K)
Filed 2026-11-02
Sava Infond d.o.o.
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$484.7K (-$36.8K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares4,982 from 5,106
Change-124 (-2%)
Value$470.7K (-$53.6K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares4,944 from 6,496
Change-1,552 (-24%)
Value$469.8K (-$194.3K)
Filed 2026-10-20
Ballew Advisors, Inc
DECREASED
Shares4,938 from 5,855
Change-917 (-16%)
Value$468.0K (-$141.0K)
Filed 2026-10-05
Partners Wealth Management, LLC
INCREASED
Shares4,734 from 4,710
Change+24 (+1%)
Value$450.0K (-$31.7K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares4,724 from 4,665
Change+59 (+1%)
Value$449.0K (-$28.0K)
Filed 2026-10-28
Sachem Hill LLC
UNCHANGED
Shares4,595 from 4,595
Change0 (0%)
Value$436.7K (-$33.1K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
DECREASED
Shares4,392 from 5,059
Change-667 (-13%)
Value$417.5K (-$99.9K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares4,351 from 4,325
Change+26 (+1%)
Value$413.5K (-$28.8K)
Filed 2026-10-08
Manchester Capital Management LLC
UNCHANGED
Shares4,286 from 4,286
Change0 (0%)
Value$407.3K (-$30.9K)
Filed 2026-10-22
Ellis Investment Partners, LLC
DECREASED
Shares4,161 from 4,510
Change-349 (-8%)
Value$395.5K (-$65.7K)
Filed 2026-10-21
HCR Wealth Advisors
DECREASED
Shares3,989 from 4,215
Change-226 (-5%)
Value$379.2K (-$51.9K)
Filed 2026-10-15
Trek Financial, LLC
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$371.1K (-$28.2K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,816 from 3,816
Change0 (0%)
Value$362.7K (-$27.5K)
Filed 2026-10-13
Alhambra Investment Management LLC
DECREASED
Shares3,783 from 4,271
Change-488 (-11%)
Value$359.5K (-$77.2K)
Filed 2026-10-15
Lakeshore Capital Group, Inc.
INCREASED
Shares3,590 from 3,401
Change+189 (+6%)
Value$341.2K (-$6.5K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares3,566 from 2,984
Change+582 (+20%)
Value$338.9K (+$33.7K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares3,566 from 3,095
Change+471 (+15%)
Value$338.9K (+$22.4K)
Filed 2026-11-03
Ferguson Johnson Wealth Management Inc
INCREASED
Shares3,521 from 3,514
Change+7 (+0%)
Value$334.6K (-$24.4K)
Filed 2026-11-05
Cypress Financial Planning LLC
UNCHANGED
Shares3,467 from 3,467
Change0 (0%)
Value$329.5K (-$25.0K)
Filed 2026-10-09
OpenArc Corporate Advisory, LLC
DECREASED
Shares3,453 from 3,609
Change-156 (-4%)
Value$328.2K (-$40.8K)
Filed 2026-10-21
Riverbend Wealth Management, LLC
INCREASED
Shares3,381 from 2,134
Change+1,247 (+58%)
Value$321.3K (+$103.1K)
Filed 2026-10-15
City Holding Co
DECREASED
Shares3,301 from 3,701
Change-400 (-11%)
Value$313.7K (-$64.7K)
Filed 2026-10-19
Wealth Architects, LLC
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$311.3K (-$23.6K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares3,267 from 2,061
Change+1,206 (+59%)
Value$310.5K (+$99.7K)
Filed 2026-10-15
Abacus Planning Group, Inc.
UNCHANGED
Shares3,259 from 3,259
Change0 (0%)
Value$309.7K (-$23.5K)
Filed 2026-11-02
IFG Advisors, LLC
INCREASED
Shares3,098 from 3,089
Change+9 (+0%)
Value$294.5K (-$21.4K)
Filed 2026-10-15
Sonata Capital Group Inc
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$282.5K (-$21.4K)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares2,926 from 3,187
Change-261 (-8%)
Value$278.1K (-$47.8K)
Filed 2026-10-05
Wealth Dimensions Group, Ltd.
DECREASED
Shares2,853 from 2,915
Change-62 (-2%)
Value$271.1K (-$26.9K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
DECREASED
Shares2,753 from 2,810
Change-57 (-2%)
Value$261.6K (-$25.7K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares2,712 from 2,979
Change-267 (-9%)
Value$257.7K (-$46.9K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares2,628 from 2,628
Change0 (0%)
Value$268.7K ($0)
Filed 2026-10-26
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares2,615 from 2,596
Change+19 (+1%)
Value$248.6K (-$16.9K)
Filed 2026-10-09
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,605 from 2,605
Change0 (0%)
Value$247.6K (-$18.8K)
Filed 2026-11-02
Platform Technology Partners
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$240.5K (-$18.2K)
Filed 2026-11-02
Integris Wealth Management, LLC
DECREASED
Shares2,527 from 2,534
Change-7 (0%)
Value$240.2K (-$18.9K)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares2,465 from 2,382
Change+83 (+3%)
Value$234.3K (-$9.3K)
Filed 2026-10-19
Gen-Wealth Partners Inc
DECREASED
Shares2,440 from 6,329
Change-3,889 (-61%)
Value$231.9K (-$415.2K)
Filed 2026-11-04
Praxis Capital Management LLC
INCREASED
Shares2,418 from 2,400
Change+18 (+1%)
Value$229.8K (-$15.6K)
Filed 2026-10-16
LightSquare Wealth Management, LLC
DECREASED
Shares2,417 from 3,893
Change-1,476 (-38%)
Value$229.7K (-$168.3K)
Filed 2026-11-03
Delta Capital Management LLC
DECREASED
Shares2,380 from 3,380
Change-1,000 (-30%)
Value$226 (-$120)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares2,337 from 2,556
Change-219 (-9%)
Value$222.1K (-$39.2K)
Filed 2026-10-15
Bear Mountain Capital, Inc.
DECREASED
Shares2,324 from 2,388
Change-64 (-3%)
Value$226.3K (-$21.0K)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares2,286 from 2,286
Change0 (0%)
Value$217.3K (-$16.5K)
Filed 2026-10-26
Graetz Wealth LLC
INCREASED
Shares2,281 from 2,264
Change+17 (+1%)
Value$216.8K (-$14.7K)
Filed 2026-10-27
BIP Wealth, LLC
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$215.6K (-$16.4K)
Filed 2026-10-22
Viewpoint Capital Management LLC
INCREASED
Shares2,223 from 1,547
Change+676 (+44%)
Value$211.3K (+$53.1K)
Filed 2026-10-27
Sierra Ocean, LLC
DECREASED
Shares2,214 from 3,036
Change-822 (-27%)
Value$210.4K (-$100.0K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares2,144 from 2,143
Change+1 (+0%)
Value$211.0K (-$13.3K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares1,802 from 1,800
Change+2 (+0%)
Value$171.3K (-$12.8K)
Filed 2026-10-16
Pacifica Partners Inc.
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$148.3K (-$15.0K)
Filed 2026-10-09
Mather Group, Llc.
INCREASED
Shares1,394 from 98
Change+1,296 (+1322%)
Value$132.5K (+$122.5K)
Filed 2026-10-14
Hughes Financial Services, LLC
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$137.9K (-$3.9K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares1,339 from 1,240
Change+99 (+8%)
Value$127.3K (+$473)
Filed 2026-10-14
Acropolis Investment Management, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$124.0K (-$9.4K)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$87.8K (-$6.7K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares885 from 449
Change+436 (+97%)
Value$84.1K (+$38.2K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
INCREASED
Shares882 from 881
Change+1 (+0%)
Value$83.8K (-$6.3K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$77.5K (-$5.9K)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares812 from 935
Change-123 (-13%)
Value$77.1K (-$18.5K)
Filed 2026-10-15
Aspect Partners, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$67.7K (-$5.1K)
Filed 2026-10-20
Armor Investment Advisors, LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$52.4K (-$4.0K)
Filed 2026-10-27
Maryland Capital Advisors Inc.
DECREASED
Shares532 from 580
Change-48 (-8%)
Value$50.6K (-$8.7K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$40.2K (-$3.1K)
Filed 2026-10-20
Redwood Park Advisors LLC
INCREASED
Shares412 from 406
Change+6 (+1%)
Value$39.2K (-$2.4K)
Filed 2026-11-02
First United Bank & Trust
DECREASED
Shares314 from 324
Change-10 (-3%)
Value$29.8K (-$3.3K)
Filed 2026-10-22
Granite FO LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$28.5K (-$2.2K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$27.5K (-$2.1K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares275 from 145
Change+130 (+90%)
Value$26.1K (+$11.3K)
Filed 2026-10-23
Independence Bank of Kentucky
INCREASED
Shares240 from 90
Change+150 (+167%)
Value$22.8K (+$13.6K)
Filed 2026-10-26
Entrust Financial LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$21.4K (-$1.6K)
Filed 2026-11-04
Advantage Trust Co
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$20.9K (-$1.6K)
Filed 2026-10-19
Compass Financial Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.0K (-$2.0K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares191 from 126
Change+65 (+52%)
Value$18.2K (+$5.3K)
Filed 2026-10-08
Concord Wealth Partners
INCREASED
Shares180 from 178
Change+2 (+1%)
Value$17.1K (-$1.2K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares175 from 205
Change-30 (-15%)
Value$16.6K (-$4.3K)
Filed 2026-10-21
Frisco Financial Planning LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$16.5K (-$1.3K)
Filed 2026-10-05
Parkside Financial Bank & Trust
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$16.3K (-$1.2K)
Filed 2026-10-27
Highline Wealth Partners LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$16.3K (-$1.2K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$16.2K (-$1.2K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$14.1K (-$1.1K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$13.1K (-$995)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$12.5K (-$952)
Filed 2026-10-05
Horizons Wealth Management
NEW
Shares129
Change+129
Value$12.3K
Filed 2026-10-05
Rydar Equities, Inc.
NEW
Shares125
Change+125
Value$11.7K
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$11.7K (-$887)
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$10.5K (-$794)
Filed 2026-11-03
Mycio Wealth Partners, LLC
DECREASED
Shares109 from 258
Change-149 (-58%)
Value$10.3K (-$16.1K)
Filed 2026-11-04
Valley National Advisers Inc
INCREASED
Shares109 from 108
Change+1 (+1%)
Value$10.3K (-$700)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares105 from 377
Change-272 (-72%)
Value$10.0K (-$28.6K)
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$7.0K (-$533)
Filed 2026-10-26
Nvwm, LLC
NEW
Shares71
Change+71
Value$6.7K
Filed 2026-10-14
City State Bank
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.7K (-$433)
Filed 2026-10-20
Trust Co
NEW
Shares51
Change+51
Value$4.8K
Filed 2026-10-09
Investors Research Corp
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.6K (-$346)
Filed 2026-10-07
Provenance Wealth Advisors, LLC
NEW
Shares45
Change+45
Value$4.3K
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares45 from 44
Change+1 (+2%)
Value$4.2K (-$287)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
NEW
Shares41
Change+41
Value$3.9K
Filed 2026-11-04
First Horizon Corp
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.9K (-$295)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares39
Change+39
Value$3.7K
Filed 2026-11-04
Mascoma Wealth Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.3K (-$253)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares32
Change+32
Value$3.0K
Filed 2026-10-29
Cape Investment Advisory, Inc.
DECREASED
Shares29 from 116
Change-87 (-75%)
Value$2.8K (-$9.1K)
Filed 2026-10-13
Bare Financial Services, Inc
NEW
Shares28
Change+28
Value$2.6K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares25
Change+25
Value$2.4K
Filed 2026-10-21
American Capital Advisory, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.4K (-$181)
Filed 2026-10-28
Armstrong Advisory Group, Inc
DECREASED
Shares24 from 25
Change-1 (-4%)
Value$2.3K (-$276)
Filed 2026-10-09
Salomon & Ludwin, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.3K (-$184)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares18
Change+18
Value$1.7K
Filed 2026-11-03
Pflug Koory, LLC
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$1.7K (-$114)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares15
Change+15
Value$1.4K
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.3K (-$91)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Granite Investment Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$950 (-$73)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$665 (-$51)
Filed 2026-10-30
Prudent Man Investment Management, Inc.
NEW
Shares1
Change+1
Value$100
Filed 2026-11-03
Adams Diversified Equity Fund, Inc.
CLOSED
Shares0 from 62,900
Change-62,900 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-21
Absolute Investment Advisers, LLC
CLOSED
Shares0 from 42,258
Change-42,258 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 12,520
Change-12,520 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-26
Davenport & Co LLC
CLOSED
Shares0 from 4,966
Change-4,966 (-100%)
Value$0 (-$507.8K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,334
Change-3,334 (-100%)
Value$0 (-$340.9K)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 2,413
Change-2,413 (-100%)
Value$0 (-$246.7K)
Filed 2026-10-29
Brighton Jones LLC
CLOSED
Shares0 from 2,106
Change-2,106 (-100%)
Value$0 (-$215.4K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 2,093
Change-2,093 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-30
Willow Creek Wealth Management Inc.
CLOSED
Shares0 from 2,044
Change-2,044 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
CLOSED
Shares0 from 2,033
Change-2,033 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
CLOSED
Shares0 from 1,983
Change-1,983 (-100%)
Value$0 (-$202.8K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$143.2K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$39.9K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$15.4K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$511)
Filed 2026-10-30
AlphaCore Capital LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Barclays PLC
N/A
Shares— from 5,826,506
Change-5,826,506 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,173,544
Change-4,173,544 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,742,959
Change-3,742,959 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,663,791
Change-3,663,791 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,465,238
Change-2,465,238 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,429,779
Change-2,429,779 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,100,575
Change-2,100,575 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 1,970,051
Change-1,970,051 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 1,018,210
Change-1,018,210 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 853,298
Change-853,298 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 845,769
Change-845,769 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 774,811
Change-774,811 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 697,120
Change-697,120 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 670,932
Change-670,932 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 646,093
Change-646,093 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 596,713
Change-596,713 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 582,279
Change-582,279 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 372,387
Change-372,387 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 370,538
Change-370,538 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 367,472
Change-367,472 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 351,114
Change-351,114 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 338,747
Change-338,747 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 309,294
Change-309,294 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 307,400
Change-307,400 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 271,407
Change-271,407 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 264,097
Change-264,097 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 228,908
Change-228,908 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 226,379
Change-226,379 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 208,978
Change-208,978 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 204,000
Change-204,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 198,812
Change-198,812 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 187,913
Change-187,913 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 186,130
Change-186,130 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 180,587
Change-180,587 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 170,793
Change-170,793 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 139,576
Change-139,576 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 138,224
Change-138,224 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 133,801
Change-133,801 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 131,632
Change-131,632 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 123,514
Change-123,514 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 118,215
Change-118,215 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 116,051
Change-116,051 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 110,655
Change-110,655 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 110,321
Change-110,321 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 107,391
Change-107,391 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 100,725
Change-100,725 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 99,596
Change-99,596 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 96,851
Change-96,851 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 94,398
Change-94,398 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 91,203
Change-91,203 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 87,377
Change-87,377 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 81,215
Change-81,215 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 68,297
Change-68,297 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 66,168
Change-66,168 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 63,244
Change-63,244 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 55,886
Change-55,886 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,198
Change-52,198 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 50,463
Change-50,463 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 49,766
Change-49,766 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 44,102
Change-44,102 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 42,882
Change-42,882 (-100%)
Value—
Quarry LP
N/A
Shares— from 42,258
Change-42,258 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 40,181
Change-40,181 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 39,447
Change-39,447 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 39,119
Change-39,119 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 37,977
Change-37,977 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 35,975
Change-35,975 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 35,503
Change-35,503 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 35,490
Change-35,490 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 34,953
Change-34,953 (-100%)
Value—
Stephens Inc
N/A
Shares— from 34,107
Change-34,107 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 33,673
Change-33,673 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 33,045
Change-33,045 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 31,368
Change-31,368 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 27,826
Change-27,826 (-100%)
Value—
Blair William & Co
N/A
Shares— from 27,736
Change-27,736 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 27,632
Change-27,632 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 25,551
Change-25,551 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 24,804
Change-24,804 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 24,543
Change-24,543 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 23,984
Change-23,984 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 23,687
Change-23,687 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,834
Change-22,834 (-100%)
Value—
Nepc LLC
N/A
Shares— from 22,426
Change-22,426 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 20,878
Change-20,878 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,867
Change-20,867 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 20,724
Change-20,724 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,438
Change-19,438 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 18,855
Change-18,855 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 18,073
Change-18,073 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 17,776
Change-17,776 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,502
Change-17,502 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,657
Change-16,657 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 15,781
Change-15,781 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 15,738
Change-15,738 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 15,610
Change-15,610 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 14,414
Change-14,414 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 14,082
Change-14,082 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,933
Change-13,933 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,210
Change-12,210 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,391
Change-11,391 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 11,350
Change-11,350 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 11,092
Change-11,092 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,442
Change-10,442 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,357
Change-10,357 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,571
Change-9,571 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,067
Change-9,067 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 9,006
Change-9,006 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,807
Change-8,807 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,154
Change-8,154 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,291
Change-5,291 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
CFM Wealth Partners LLC
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
&partners
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 955
Change-955 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 830
Change-830 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 750
Change-750 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 508
Change-508 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 474
Change-474 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 300
Change-300 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 225
Change-225 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 188
Change-188 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Motco
N/A
Shares— from 142
Change-142 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 117
Change-117 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 108
Change-108 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 75
Change-75 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 71
Change-71 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 60
Change-60 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 57
Change-57 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
WealthNavi Inc.
DECREASED5,540,0375,870,511-330,474-6%$600.3M$526.5K-$599.7M2026-10-27
Citigroup Inc
INCREASED406,088137,953+268,135+194%$14.1M$38.6M+$24.5M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED396,916545,813-148,897-27%$55.8M$37.7M-$18.1M2026-10-20
Magnus Financial Group LLC
INCREASED188,158181,876+6,282+3%$18.6M$17.9M-$714.3K2026-10-21
Ddfg, Inc
INCREASED182,913177,778+5,135+3%$18.2M$17.4M-$793.7K2026-10-15
Financial Advisory Corp
INCREASED156,312152,940+3,372+2%$15.6M$14.9M-$782.2K2026-10-14
Commonwealth Equity Services, LLC
INCREASED113,59540,588+73,007+180%$4.2M$10.8M+$6.6M2026-11-02
Unique Wealth, LLC
DECREASED91,87791,942-650%$9.4M$8.7M-$669.1K2026-10-16
Norden Group LLC
NEW66,139—+66,139——$6.3M—2026-10-20
Courier Capital LLC
INCREASED65,86363,916+1,947+3%$6.5M$6.3M-$275.8K2026-10-19
Matthew Goff Investment Advisor, LLC
DECREASED64,87865,266-388-1%$6.7M$6.2M-$507.4K2026-10-13
Consolidated Capital Management, LLC
INCREASED60,69260,279+413+1%$6.2M$5.8M-$395.4K2026-10-13
Omega Financial Group, LLC
DECREASED59,85062,307-2,457-4%$6.4M$5.7M-$682.7K2026-10-29
Arkansas Financial Group, Inc.
INCREASED52,44252,304+138+0%$5.3M$5.0M-$364.0K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED52,02049,846+2,174+4%$5.1M$4.9K-$5.1M2026-11-02
Mission Wealth Management, LP
DECREASED45,17348,786-3,613-7%$5.0M$4.3M-$695.1K2026-10-15
Truist Financial Corp
DECREASED43,26954,631-11,362-21%$5.6M$4.1M-$1.5M2026-10-30
Rebalance, LLC
INCREASED40,23139,584+647+2%$4.0M$3.8M-$224.0K2026-10-22
Rodgers & Associates, LTD
DECREASED39,14939,276-1270%$4.0M$3.7M-$295.3K2026-10-20
Pictet North America Advisors SA
UNCHANGED37,43437,43400%$3.8M$3.6M-$269.9K2026-10-21
Forte Asset Management LLC
DECREASED36,36537,111-746-2%$3.8M$3.5M-$338.4K2026-10-13
Sheets Smith Wealth Management
UNCHANGED36,00036,00000%$3.7M$3.4M-$259.6K2026-10-16
Fairway Wealth LLC
DECREASED35,24236,285-1,043-3%$3.7M$3.3M-$360.7K2026-10-30
Whitegate Investment Counselors, Inc.
INCREASED34,98434,948+36+0%$3.6M$3.3M-$248.5K2026-11-02
StoneX Group Inc.
NEW34,864—+34,864——$3.6M—2026-11-03
Jmac Enterprises LLC
INCREASED33,23232,124+1,108+3%$3.3M$3.2M-$126.3K2026-10-30
Sage Rhino Capital LLC
INCREASED32,11332,037+76+0%$3.3M$3.1M-$223.7K2026-10-28
Park Avenue Securities LLC
INCREASED30,06125,788+4,273+17%$2.6M$2.9K-$2.6M2026-10-26
Rakuten Investment Management, Inc.
DECREASED27,28627,536-250-1%$2.9M$2.6M-$243.5K2026-10-30
SBI Securities Co., Ltd.
DECREASED26,80628,914-2,108-7%$3.0M$2.5M-$408.8K2026-10-22
JFS Wealth Advisors, LLC
DECREASED26,72128,518-1,797-6%$2.9M$2.5M-$376.4K2026-11-03
Glenview Trust Co
INCREASED26,68826,170+518+2%$2.7M$2.5M-$139.5K2026-10-28
Kestra Advisory Services, LLC
DECREASED26,11628,001-1,885-7%$2.9M$2.5M-$381.0K2026-11-02
Axxcess Wealth Management, LLC
DECREASED24,88532,390-7,505-23%$3.3M$2.4M-$946.8K2026-10-21
Allstreet Capital Advisors LLC
INCREASED23,63423,241+393+2%$2.4M$2.2M-$130.3K2026-11-04
Canton Hathaway, LLC
INCREASED22,82122,432+389+2%$2.3M$2.2M-$124.8K2026-10-23
Creative Planning
INCREASED22,63720,899+1,738+8%$2.1M$2.2M+$14.6K2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED21,18430,967-9,783-32%$3.2M$2.0M-$1.2M2026-11-03
First Financial Corp
INCREASED21,02320,648+375+2%$2.1M$2.0M-$113.2K2026-10-13
Americana Partners, LLC
INCREASED20,64520,644+10%$2.1M$2.0M-$148.8K2026-10-28
Sowell Financial Services LLC
INCREASED20,05219,806+246+1%$2.0M$1.9M-$119.5K2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED19,96719,96700%$2.0M$1.9M-$144.0K2026-10-23
Mirae Asset Securities (USA) Inc.
NEW18,978—+18,978——$1.8M—2026-10-15
Garde Capital, Inc.
INCREASED18,97218,679+293+2%$1.9M$1.8M-$106.8K2026-10-29
Legacy Private Trust Co.
INCREASED18,08517,747+338+2%$1.8M$1.7M-$95.8K2026-10-06
Krane Financial Solutions LLC
DECREASED17,85818,692-834-4%$1.9M$1.7M-$214.0K2026-10-30
Grey Fox Wealth Advisors, LLC
DECREASED17,77917,825-460%$1.8M$1.7M-$132.9K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED17,51018,743-1,233-7%$1.9M$1.7M-$278.9K2026-10-13
Encompass Wealth Advisors, LLC
INCREASED17,1767,656+9,520+124%$782.8K$1.6M+$849.6K2026-10-15
First Citizens Financial Corp
DECREASED17,05717,362-305-2%$1.8M$1.6M-$154.2K2026-10-02
Gray Private Wealth, LLC
INCREASED16,93816,898+40+0%$1.7M$1.6M-$118.1K2026-10-28
Lido Advisors, LLC
INCREASED16,27615,390+886+6%$1.6M$1.5M-$26.6K2026-11-04
Foundation Wealth Management, LLC
DECREASED15,12915,201-720%$1.6M$1.4M-$116.2K2026-10-22
Embree Financial Group
DECREASED14,42214,876-454-3%$1.5M$1.4M-$150.4K2026-10-22
Milestone Asset Management, LLC
INCREASED13,8302,713+11,117+410%$277.5K$1.3M+$1.0M2026-10-15
Upper Left Wealth Management, LLC
DECREASED13,66613,899-233-2%$1.4M$1.3M-$122.4K2026-10-14
Koshinski Asset Management, Inc.
UNCHANGED13,64513,64500%$1.4M$1.3M-$98.4K2026-10-29
Apella Capital, LLC
INCREASED13,29913,283+16+0%$1.4M$1.2M-$139.5K2026-10-08
Financial & Tax Architects, LLC
INCREASED13,09412,109+985+8%$1.2M$1.2M+$6.3K2026-10-15
HB Wealth Management, LLC
INCREASED12,99712,444+553+4%$1.3M$1.2M-$37.2K2026-10-23
Sterling Investment Advisors LLC
INCREASED11,94210,882+1,060+10%$1.1M$1.1M+$22.3K2026-10-27
Washington Trust Bank
INCREASED11,47111,015+456+4%$1.1M$1.1M-$36.1K2026-11-03
Belvedere Trading LLC
NEW10,912—+10,912——$1.0M—2026-11-05
AlphaCentric Advisors LLC
NEW10,000—+10,000——$950.4K—2026-11-03
Guidance Point Advisors, LLC
INCREASED9,8939,841+52+1%$1.0M$941.1K-$66.2K2026-10-15
Finley Financial, LLC
DECREASED9,4909,750-260-3%$996.9K$896.5K-$100.4K2026-10-28
B. Riley Wealth Advisors, Inc.
NEW9,464—+9,464——$899.5K—2026-10-13
Cullen T Bankers, Inc.
INCREASED9,3018,832+469+5%$903.1K$884.0K-$19.1K2026-10-28
Perigon Wealth Management, LLC
INCREASED9,1719,046+125+1%$925.0K$871.6K-$53.3K2026-10-22
Farther Finance Advisors, LLC
INCREASED8,9376,690+2,247+34%$684.0K$849.4K+$165.3K2026-10-08
Independence Wealth Advisors, LLC
DECREASED8,72410,601-1,877-18%$1.1M$829.1K-$254.8K2026-10-29
Kagan Cocozza Asset Management
DECREASED8,0948,714-620-7%$891.0K$769.3K-$121.8K2026-10-19
Creekside Partners
DECREASED7,9238,192-269-3%$837.7K$753.0K-$84.6K2026-11-04
Courage Miller Partners, LLC
INCREASED7,8857,810+75+1%$798.5K$749.3K-$49.2K2026-10-21
Bailard, Inc.
UNCHANGED7,7187,71800%$789.2K$733.5K-$55.6K2026-10-13
Globalt Investments LLC / GA
DECREASED7,5897,837-248-3%$801.3K$721.3K-$80.1K2026-10-27
NTV Asset Management LLC
DECREASED7,2737,575-302-4%$774.5K$691.2K-$83.3K2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED6,7906,79000%$694.2K$645.3K-$49.0K2026-10-07
Bucket List Wealth Management, LLC
INCREASED6,5226,455+67+1%$660.0K$619.8K-$40.2K2026-10-22
Lanark Financial, Inc.
INCREASED6,4704,596+1,874+41%$470.0K$614.9K+$144.9K2026-10-26
Sage Financial Group Inc
INCREASED6,3845,911+473+8%$604.4K$606.7K+$2.3K2026-10-27
Prospera Financial Services Inc
DECREASED6,3536,395-42-1%$653.9K$633.1K-$20.7K2026-11-04
Covenant Asset Management, LLC
UNCHANGED6,3476,34700%$649.0K$603.2K-$45.8K2026-10-14
Waldron Private Wealth LLC
UNCHANGED6,2466,24600%$638.7K$593.6K-$45.0K2026-11-02
Union Bancaire Privee, UBP SA
INCREASED6,1804,756+1,424+30%$495.1K$594.0K+$99.0K2026-11-04
Krilogy Financial LLC
DECREASED5,8976,102-205-3%$623.9K$571.1K-$52.8K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED5,5525,353+199+4%$547.3K$527.7K-$19.7K2026-11-05
Modera Wealth Management, LLC
DECREASED5,5425,651-109-2%$577.8K$526.7K-$51.1K2026-10-28
Sigma Planning Corp
INCREASED5,3702,747+2,623+95%$280.9K$510.3K+$229.4K2026-10-23
Patten & Patten Inc
INCREASED5,2475,047+200+4%$516.1K$498.7K-$17.4K2026-10-26
Clear Creek Financial Management, LLC
DECREASED5,1865,206-200%$532.3K$492.8K-$39.4K2026-10-28
Infinity Wealth Counsel, LLC
UNCHANGED5,1105,11000%$522.5K$485.7K-$36.8K2026-10-15
Principle Wealth Partners LLC
UNCHANGED5,1005,10000%$521.5K$484.7K-$36.8K2026-11-02
Sava Infond d.o.o.
UNCHANGED5,1005,10000%$521.5K$484.7K-$36.8K2026-10-28
TD Waterhouse Canada Inc.
DECREASED4,9825,106-124-2%$524.3K$470.7K-$53.6K2026-10-16
Integrated Advisors Network LLC
DECREASED4,9446,496-1,552-24%$664.2K$469.8K-$194.3K2026-10-20
Ballew Advisors, Inc
DECREASED4,9385,855-917-16%$609.0K$468.0K-$141.0K2026-10-05
Partners Wealth Management, LLC
INCREASED4,7344,710+24+1%$481.6K$450.0K-$31.7K2026-10-28
D.A. Davidson & Co.
INCREASED4,7244,665+59+1%$477.0K$449.0K-$28.0K2026-10-28
Sachem Hill LLC
UNCHANGED4,5954,59500%$469.8K$436.7K-$33.1K2026-10-14
Adell Harriman & Carpenter Inc
DECREASED4,3925,059-667-13%$517.4K$417.5K-$99.9K2026-11-02
Valeo Financial Advisors, LLC
INCREASED4,3514,325+26+1%$442.3K$413.5K-$28.8K2026-10-08
Manchester Capital Management LLC
UNCHANGED4,2864,28600%$438.2K$407.3K-$30.9K2026-10-22
Ellis Investment Partners, LLC
DECREASED4,1614,510-349-8%$461.2K$395.5K-$65.7K2026-10-21
HCR Wealth Advisors
DECREASED3,9894,215-226-5%$431.0K$379.2K-$51.9K2026-10-15
Trek Financial, LLC
UNCHANGED3,9053,90500%$399.3K$371.1K-$28.2K2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED3,8163,81600%$390.2K$362.7K-$27.5K2026-10-13
Alhambra Investment Management LLC
DECREASED3,7834,271-488-11%$436.7K$359.5K-$77.2K2026-10-15
Lakeshore Capital Group, Inc.
INCREASED3,5903,401+189+6%$347.8K$341.2K-$6.5K2026-10-20
Choreo, LLC
INCREASED3,5662,984+582+20%$305.1K$338.9K+$33.7K2026-10-28
Parallel Advisors, LLC
INCREASED3,5663,095+471+15%$316.5K$338.9K+$22.4K2026-11-03
Ferguson Johnson Wealth Management Inc
INCREASED3,5213,514+7+0%$359.0K$334.6K-$24.4K2026-11-05
Cypress Financial Planning LLC
UNCHANGED3,4673,46700%$354.5K$329.5K-$25.0K2026-10-09
OpenArc Corporate Advisory, LLC
DECREASED3,4533,609-156-4%$369.0K$328.2K-$40.8K2026-10-21
Riverbend Wealth Management, LLC
INCREASED3,3812,134+1,247+58%$218.2K$321.3K+$103.1K2026-10-15
City Holding Co
DECREASED3,3013,701-400-11%$378.4K$313.7K-$64.7K2026-10-19
Wealth Architects, LLC
UNCHANGED3,2753,27500%$334.9K$311.3K-$23.6K2026-11-03
Flagstar Securities, Inc
INCREASED3,2672,061+1,206+59%$210.7K$310.5K+$99.7K2026-10-15
Abacus Planning Group, Inc.
UNCHANGED3,2593,25900%$333.2K$309.7K-$23.5K2026-11-02
IFG Advisors, LLC
INCREASED3,0983,089+9+0%$315.8K$294.5K-$21.4K2026-10-15
Sonata Capital Group Inc
UNCHANGED2,9722,97200%$303.9K$282.5K-$21.4K2026-10-19
Rockland Trust Co
DECREASED2,9263,187-261-8%$325.9K$278.1K-$47.8K2026-10-05
Wealth Dimensions Group, Ltd.
DECREASED2,8532,915-62-2%$298.1K$271.1K-$26.9K2026-11-02
Smith Shellnut Wilson LLC
DECREASED2,7532,810-57-2%$287.3K$261.6K-$25.7K2026-10-21
Oppenheimer & Co Inc
DECREASED2,7122,979-267-9%$304.6K$257.7K-$46.9K2026-10-26
PKS Advisory Services, LLC
UNCHANGED2,6282,62800%$268.7K$268.7K$02026-10-26
Taylor & Morgan Wealth Management, LLC
INCREASED2,6152,596+19+1%$265.4K$248.6K-$16.9K2026-10-09
Burke & Herbert Bank & Trust Co
UNCHANGED2,6052,60500%$266.4K$247.6K-$18.8K2026-11-02
Platform Technology Partners
UNCHANGED2,5302,53000%$258.7K$240.5K-$18.2K2026-11-02
Integris Wealth Management, LLC
DECREASED2,5272,534-70%$259.1K$240.2K-$18.9K2026-10-14
Retirement Planning Group, LLC
INCREASED2,4652,382+83+3%$243.6K$234.3K-$9.3K2026-10-19
Gen-Wealth Partners Inc
DECREASED2,4406,329-3,889-61%$647.1K$231.9K-$415.2K2026-11-04
Praxis Capital Management LLC
INCREASED2,4182,400+18+1%$245.4K$229.8K-$15.6K2026-10-16
LightSquare Wealth Management, LLC
DECREASED2,4173,893-1,476-38%$398.1K$229.7K-$168.3K2026-11-03
Delta Capital Management LLC
DECREASED2,3803,380-1,000-30%$346$226-$1202026-10-16
RDA Financial Network
DECREASED2,3372,556-219-9%$261.4K$222.1K-$39.2K2026-10-15
Bear Mountain Capital, Inc.
DECREASED2,3242,388-64-3%$247.4K$226.3K-$21.0K2026-11-04
Center for Financial Planning, Inc.
UNCHANGED2,2862,28600%$233.7K$217.3K-$16.5K2026-10-26
Graetz Wealth LLC
INCREASED2,2812,264+17+1%$231.5K$216.8K-$14.7K2026-10-27
BIP Wealth, LLC
UNCHANGED2,2682,26800%$231.9K$215.6K-$16.4K2026-10-22
Viewpoint Capital Management LLC
INCREASED2,2231,547+676+44%$158.2K$211.3K+$53.1K2026-10-27
Sierra Ocean, LLC
DECREASED2,2143,036-822-27%$310.4K$210.4K-$100.0K2026-11-03
Chicago Partners Investment Group LLC
INCREASED2,1442,143+1+0%$224.4K$211.0K-$13.3K2026-10-27
IFP Advisors, Inc
INCREASED1,8021,800+2+0%$184.1K$171.3K-$12.8K2026-10-16
Pacifica Partners Inc.
UNCHANGED1,5701,57000%$163.3K$148.3K-$15.0K2026-10-09
Mather Group, Llc.
INCREASED1,39498+1,296+1322%$10.0K$132.5K+$122.5K2026-10-14
Hughes Financial Services, LLC
UNCHANGED1,3861,38600%$141.7K$137.9K-$3.9K2026-10-30
Lodestone Wealth Management LLC
INCREASED1,3391,240+99+8%$126.8K$127.3K+$4732026-10-14
Acropolis Investment Management, LLC
UNCHANGED1,3051,30500%$133.4K$124.0K-$9.4K2026-10-08
Barrett & Company, Inc.
UNCHANGED92492400%$94.5K$87.8K-$6.7K2026-10-22
CoreCap Advisors, LLC
INCREASED885449+436+97%$45.9K$84.1K+$38.2K2026-10-08
Physician Wealth Advisors, Inc.
INCREASED882881+1+0%$90.1K$83.8K-$6.3K2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED81581500%$83.3K$77.5K-$5.9K2026-10-27
Blue Trust, Inc.
DECREASED812935-123-13%$95.6K$77.1K-$18.5K2026-10-15
Aspect Partners, LLC
UNCHANGED71271200%$72.8K$67.7K-$5.1K2026-10-20
Armor Investment Advisors, LLC
UNCHANGED55155100%$56.3K$52.4K-$4.0K2026-10-27
Maryland Capital Advisors Inc.
DECREASED532580-48-8%$59.3K$50.6K-$8.7K2026-10-15
Private Trust Co NA
UNCHANGED42342300%$43.3K$40.2K-$3.1K2026-10-20
Redwood Park Advisors LLC
INCREASED412406+6+1%$41.5K$39.2K-$2.4K2026-11-02
First United Bank & Trust
DECREASED314324-10-3%$33.1K$29.8K-$3.3K2026-10-22
Granite FO LLC
UNCHANGED30030000%$30.7K$28.5K-$2.2K2026-10-14
Asset Dedication, LLC
UNCHANGED28928900%$29.6K$27.5K-$2.1K2026-11-03
Signaturefd, LLC
INCREASED275145+130+90%$14.8K$26.1K+$11.3K2026-10-23
Independence Bank of Kentucky
INCREASED24090+150+167%$9.2K$22.8K+$13.6K2026-10-26
Entrust Financial LLC
UNCHANGED22522500%$23.0K$21.4K-$1.6K2026-11-04
Advantage Trust Co
UNCHANGED22022000%$22.5K$20.9K-$1.6K2026-10-19
Compass Financial Management LLC
UNCHANGED20020000%$21.0K$19.0K-$2.0K2026-10-30
Gamma Investing LLC
INCREASED191126+65+52%$12.9K$18.2K+$5.3K2026-10-08
Concord Wealth Partners
INCREASED180178+2+1%$18.2K$17.1K-$1.2K2026-11-02
Assetmark, Inc
DECREASED175205-30-15%$21.0K$16.6K-$4.3K2026-10-21
Frisco Financial Planning LLC
UNCHANGED17417400%$17.8K$16.5K-$1.3K2026-10-05
Parkside Financial Bank & Trust
UNCHANGED17217200%$17.6K$16.3K-$1.2K2026-10-27
Highline Wealth Partners LLC
UNCHANGED17117100%$17.5K$16.3K-$1.2K2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED17017000%$17.4K$16.2K-$1.2K2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED14914900%$15.2K$14.1K-$1.1K2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED13813800%$14.1K$13.1K-$9952026-11-04
Eastern Bank
UNCHANGED13213200%$13.5K$12.5K-$9522026-10-05
Horizons Wealth Management
NEW129—+129——$12.3K—2026-10-05
Rydar Equities, Inc.
NEW125—+125——$11.7K—2026-10-13
Creative Financial Designs Inc
UNCHANGED12312300%$12.6K$11.7K-$8872026-11-04
EPG Wealth Management LLC
UNCHANGED11011000%$11.2K$10.5K-$7942026-11-03
Mycio Wealth Partners, LLC
DECREASED109258-149-58%$26.4K$10.3K-$16.1K2026-11-04
Valley National Advisers Inc
INCREASED109108+1+1%$11.0K$10.3K-$7002026-10-23
Spire Wealth Management
DECREASED105377-272-72%$38.5K$10.0K-$28.6K2026-10-30
Avion Wealth
UNCHANGED777700%$7$7$02026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED747400%$7.6K$7.0K-$5332026-10-26
Nvwm, LLC
NEW71—+71——$6.7K—2026-10-14
City State Bank
UNCHANGED606000%$6.1K$5.7K-$4332026-10-20
Trust Co
NEW51—+51——$4.8K—2026-10-09
Investors Research Corp
UNCHANGED484800%$4.9K$4.6K-$3462026-10-07
Provenance Wealth Advisors, LLC
NEW45—+45——$4.3K—2026-10-30
IMG Wealth Management, Inc.
INCREASED4544+1+2%$4.5K$4.2K-$2872026-10-27
EverSource Wealth Advisors, LLC
NEW41—+41——$3.9K—2026-11-04
First Horizon Corp
UNCHANGED414100%$4.2K$3.9K-$2952026-10-26
Nova Financial LLC
NEW39—+39——$3.7K—2026-11-04
Mascoma Wealth Management LLC
UNCHANGED353500%$3.6K$3.3K-$2532026-10-23
Next Level Wealth Planning, LLC
NEW32—+32——$3.0K—2026-10-29
Cape Investment Advisory, Inc.
DECREASED29116-87-75%$11.9K$2.8K-$9.1K2026-10-13
Bare Financial Services, Inc
NEW28—+28——$2.6K—2026-11-04
Root Financial Partners, LLC
NEW25—+25——$2.4K—2026-10-21
American Capital Advisory, LLC
UNCHANGED252500%$2.6K$2.4K-$1812026-10-28
Armstrong Advisory Group, Inc
DECREASED2425-1-4%$2.6K$2.3K-$2762026-10-09
Salomon & Ludwin, LLC
UNCHANGED242400%$2.5K$2.3K-$1842026-10-29
Ascentis Independent Advisors
NEW18—+18——$1.7K—2026-11-03
Pflug Koory, LLC
INCREASED1817+1+6%$1.8K$1.7K-$1142026-10-26
Latitude Advisors, LLC
NEW15—+15——$1.4K—2026-10-27
Woodard & Co Asset Management Group Inc
UNCHANGED141400%$1.4K$1.3K-$912026-11-03
CX Institutional
UNCHANGED101000%$1$1$02026-10-02
Granite Investment Partners, LLC
UNCHANGED101000%$1.0K$950-$732026-11-04
Country Trust Bank
UNCHANGED7700%$716$665-$512026-10-30
Prudent Man Investment Management, Inc.
NEW1—+1——$100—2026-11-03
Adams Diversified Equity Fund, Inc.
CLOSED062,900-62,900-100%$6.4M$0-$6.4M2026-10-21
Absolute Investment Advisers, LLC
CLOSED042,258-42,258-100%$4.3M$0-$4.3M2026-10-21
Ballast Rock Private Wealth LLC
CLOSED012,520-12,520-100%$1.3M$0-$1.3M2026-10-26
Davenport & Co LLC
CLOSED04,966-4,966-100%$507.8K$0-$507.8K2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED03,334-3,334-100%$340.9K$0-$340.9K2026-10-16
Tucker Asset Management LLC
CLOSED02,413-2,413-100%$246.7K$0-$246.7K2026-10-29
Brighton Jones LLC
CLOSED02,106-2,106-100%$215.4K$0-$215.4K2026-11-03
Kestra Private Wealth Services, LLC
CLOSED02,093-2,093-100%$214.0K$0-$214.0K2026-10-30
Willow Creek Wealth Management Inc.
CLOSED02,044-2,044-100%$209.0K$0-$209.0K2026-10-26
Traphagen Investment Advisors LLC
CLOSED02,033-2,033-100%$207.9K$0-$207.9K2026-10-14
Quadcap Wealth Management, LLC
CLOSED01,983-1,983-100%$202.8K$0-$202.8K2026-11-02
Ashton Thomas Private Wealth, LLC
CLOSED01,400-1,400-100%$143.2K$0-$143.2K2026-11-03
MCF Advisors LLC
CLOSED0390-390-100%$39.9K$0-$39.9K2026-10-28
International Assets Investment Management, LLC
CLOSED0150-150-100%$15.4K$0-$15.4K2026-11-02
Robinswood Financial LLC
CLOSED093-93-100%$9.6K$0-$9.6K2026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED05-5-100%$511$0-$5112026-10-30
AlphaCore Capital LLC
CLOSED000—$0$0$02026-11-04
Barclays PLC
N/A—5,826,506-5,826,506-100%$595.8M———
Bank of America Corp
N/A—4,173,544-4,173,544-100%$426.7M———
BNP Paribas Financial Markets
N/A—3,742,959-3,742,959-100%$382.7M———
Morgan Stanley
N/A—3,663,791-3,663,791-100%$374.6M———
Goldman Sachs Group Inc
N/A—2,465,238-2,465,238-100%$252.1M———
CIBC Bancorp USA Inc.
N/A—2,429,779-2,429,779-100%$248.4M———
UBS Group AG
N/A—2,100,575-2,100,575-100%$214.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—1,970,051-1,970,051-100%$201.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—1,018,210-1,018,210-100%$106.0M———
JPMorgan Chase & Co
N/A—853,298-853,298-100%$88.8M———
Stifel Financial Corp
N/A—845,769-845,769-100%$86.5M———
D. E. Shaw & Co., Inc.
N/A—774,811-774,811-100%$79.2M———
CIBC World Market Inc.
N/A—697,120-697,120-100%$71.3M———
Royal Bank of Canada
N/A—670,932-670,932-100%$68.6M———
Price T Rowe Associates Inc
N/A—646,093-646,093-100%$66.1M———
Wells Fargo & Company
N/A—596,713-596,713-100%$61.0M———
BlackRock, Inc.
N/A—582,279-582,279-100%$59.5M———
LPL Financial LLC
N/A—372,387-372,387-100%$38.1M———
PNC Financial Services Group, Inc.
N/A—370,538-370,538-100%$37.9M———
Northwestern Mutual Wealth Management Co
N/A—367,472-367,472-100%$37.6M———
US Bancorp \de\
N/A—351,114-351,114-100%$35.9M———
Millennium Management LLC
N/A—338,747-338,747-100%$34.6M———
Connable Office Inc
N/A—309,294-309,294-100%$31.6M———
Renaissance Technologies LLC
N/A—307,400-307,400-100%$31.4M———
Point72 Asset Management, L.P.
N/A—271,407-271,407-100%$27.8M———
Ameriprise Financial Inc
N/A—264,097-264,097-100%$27.0M———
Pathstone Holdings, LLC
N/A—228,908-228,908-100%$23.4M———
SG Americas Securities, LLC
N/A—226,379-226,379-100%$23.1M———
Jump Financial, LLC
N/A—208,978-208,978-100%$21.4M———
Global Endowment Management, LP
N/A—204,000-204,000-100%$20.9M———
Raymond James Financial Inc
N/A—198,812-198,812-100%$20.3M———
Mercer Global Advisors Inc
N/A—187,913-187,913-100%$19.2M———
Passaic Partners LLC
N/A—186,130-186,130-100%$19.0M———
Sand Hill Global Advisors, LLC
N/A—180,587-180,587-100%$18.5M———
Qube Research & Technologies Ltd
N/A—170,793-170,793-100%$17.5M———
Envestnet Asset Management Inc
N/A—139,576-139,576-100%$14.3M———
Susquehanna International Group, LLP
N/A—138,224-138,224-100%$14.1M———
Walleye Capital LLC
N/A—133,801-133,801-100%$13.7M———
Citadel Advisors LLC
N/A—131,632-131,632-100%$13.5M———
Focus Partners Wealth
N/A—123,514-123,514-100%$12.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—118,215-118,215-100%$12.1M———
Marshall Wace, LLP
N/A—116,051-116,051-100%$11.9M———
Mariner, LLC
N/A—110,655-110,655-100%$11.3M———
Aster Capital Management (Difc) Ltd
N/A—110,321-110,321-100%$11.3M———
Rockefeller Capital Management L.P.
N/A—107,391-107,391-100%$11.0M———
MML Investors Services, LLC
N/A—100,725-100,725-100%$10.3M———
Cetera Investment Advisers
N/A—99,596-99,596-100%$10.2M———
Cerity Partners LLC
N/A—96,851-96,851-100%$9.9M———
GTS Securities LLC
N/A—94,398-94,398-100%$9.7M———
Modern Wealth Management, LLC
N/A—91,203-91,203-100%$9.3M———
Maven Securities LTD
N/A—87,377-87,377-100%$8.9M———
Pgim Custom Harvest LLC
N/A—81,215-81,215-100%$8.3M———
J. Goldman & Co LP
N/A—68,297-68,297-100%$7.0M———
Bank of Nova Scotia
N/A—66,168-66,168-100%$6.8M———
SCS Capital Management LLC
N/A—63,244-63,244-100%$6.5M———
CarsonAllaria Wealth Management, Ltd.
N/A—55,886-55,886-100%$5.7M———
Osaic Holdings, Inc.
N/A—52,198-52,198-100%$5.3M———
Allie Family Office LLC
N/A—50,463-50,463-100%$5.2M———
Waverly Advisors, LLC
N/A—49,766-49,766-100%$5.1M———
HighTower Advisors, LLC
N/A—44,102-44,102-100%$4.5M———
Naviter Wealth, LLC
N/A—42,882-42,882-100%$4.4M———
Quarry LP
N/A—42,258-42,258-100%$4.3M———
Bank of Montreal
N/A—40,181-40,181-100%$4.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—39,447-39,447-100%$4.1M———
Quadrature Capital Ltd
N/A—39,119-39,119-100%$4.0M———
Prudential Financial Inc
N/A—37,977-37,977-100%$3.9M———
NorthCoast Asset Management LLC
N/A—35,975-35,975-100%$3.7M———
Two Sigma Securities, LLC
N/A—35,503-35,503-100%$3.6M———
Allegheny Financial Group
N/A—35,490-35,490-100%$3.6M———
Stamos Capital Partners, L.P.
N/A—34,953-34,953-100%$3.6M———
Stephens Inc
N/A—34,107-34,107-100%$3.5M———
Checchi Capital Advisers, LLC
N/A—33,673-33,673-100%$3.4M———
Virtu Financial LLC
N/A—33,045-33,045-100%$3.4M———
TCM Advisors, LLC
N/A—31,368-31,368-100%$3.2M———
Composition Wealth, LLC
N/A—27,826-27,826-100%$2.8M———
Blair William & Co
N/A—27,736-27,736-100%$2.8M———
Silver OAK Securities, Incorporated
N/A—27,632-27,632-100%$2.8M———
RiverGlades Family Offices LLC
N/A—25,551-25,551-100%$2.6M———
DV Trading LLC
N/A—24,804-24,804-100%$2.5M———
KM Capital Management Ltd.
N/A—24,543-24,543-100%$2.5M———
Dogwood Wealth Management LLC
N/A—24,092-24,092-100%$2.5M———
Fifth Third Bancorp
N/A—23,984-23,984-100%$2.5M———
HSBC Holdings PLC
N/A—23,687-23,687-100%$2.4M———
FMR LLC
N/A—22,834-22,834-100%$2.3M———
Nepc LLC
N/A—22,426-22,426-100%$2.3M———
Baird Financial Group, Inc.
N/A—20,878-20,878-100%$2.1M———
Global Retirement Partners, LLC
N/A—20,867-20,867-100%$2.1M———
Broadview Financial Management, LLC
N/A—20,724-20,724-100%$2.1M———
LuminArx Capital Management LP
N/A—20,000-20,000-100%$2.0M———
Cresset Asset Management, LLC
N/A—19,438-19,438-100%$2.0M———
Cordant, Inc.
N/A—18,855-18,855-100%$1.9M———
Gallagher Fiduciary Advisors, LLC
N/A—18,073-18,073-100%$1.8M———
SOA Wealth Advisors, Llc.
N/A—17,776-17,776-100%$1.8M———
Tower Research Capital LLC (TRC)
N/A—17,502-17,502-100%$1.8M———
XTX Topco Ltd
N/A—17,004-17,004-100%$1.7M———
Northern Trust Corp
N/A—16,657-16,657-100%$1.7M———
Huntington National Bank
N/A—15,781-15,781-100%$1.6M———
NorthRock Partners, LLC
N/A—15,738-15,738-100%$1.6M———
Marex Group Ltd
N/A—15,610-15,610-100%$1.6M———
Toronto Dominion Bank
N/A—14,950-14,950-100%$1.5M———
Headlands Technologies LLC
N/A—14,929-14,929-100%$1.5M———
Rather & Kittrell, Inc.
N/A—14,901-14,901-100%$1.5M———
MAI Capital Management
N/A—14,886-14,886-100%$1.5M———
Quantbot Technologies LP
N/A—14,414-14,414-100%$1.5M———
Volterra Technologies LP
N/A—14,082-14,082-100%$1.4M———
Advisory Services Network, LLC
N/A—13,933-13,933-100%$1.4M———
Exit Wealth Advisors, Llc.
N/A—13,570-13,570-100%$1.4M———
Brown Advisory Inc
N/A—12,210-12,210-100%$1.2M———
Sequoia Financial Advisors, LLC
N/A—11,391-11,391-100%$1.2M———
Tudor Investment Corp ET AL
N/A—11,350-11,350-100%$1.2M———
Scotia Capital Inc.
N/A—11,327-11,327-100%$1.2M———
SIG Brokerage, LP
N/A—11,092-11,092-100%$1.1M———
AE Wealth Management LLC
N/A—11,041-11,041-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—10,636-10,636-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—10,580-10,580-100%$1.1M———
Faithward Advisors, LLC
N/A—10,569-10,569-100%$1.1M———
Jones Financial Companies Lllp
N/A—10,560-10,560-100%$1.1M———
Janney Montgomery Scott LLC
N/A—10,442-10,442-100%$1.1M———
Captrust Financial Advisors
N/A—10,357-10,357-100%$1.1M———
Rehmann Capital Advisory Group
N/A—10,206-10,206-100%$1.0M———
Discovery Capital Management, LLC / CT
N/A—10,055-10,055-100%$1.0M———
Keel Point, LLC
N/A—10,039-10,039-100%$1.0M———
Bank of New York Mellon Corp
N/A—9,990-9,990-100%$1.0M———
Pinnacle Financial Partners, Inc.
N/A—9,751-9,751-100%$997.0K———
Private Advisor Group, LLC
N/A—9,571-9,571-100%$978.6K———
Beto Financial Group, LLC
N/A—9,400-9,400-100%$992.1K———
Sandler Capital Management
N/A—9,300-9,300-100%$950.9K———
Gladstone Institutional Advisory LLC
N/A—9,067-9,067-100%$927.1K———
Atlas Legacy Advisors, LLC
N/A—9,006-9,006-100%$920.9K———
Ameritas Advisory Services, LLC
N/A—8,921-8,921-100%$912.2K———
Wescap Management Group, Inc.
N/A—8,895-8,895-100%$909.5K———
Foundations Investment Advisors, LLC
N/A—8,807-8,807-100%$900.5K———
Moors & Cabot, Inc.
N/A—8,609-8,609-100%$880.3K———
Geneos Wealth Management Inc.
N/A—8,467-8,467-100%$865.8K———
Moneta Group Investment Advisors LLC
N/A—8,154-8,154-100%$833.7K———
M&T Bank Corp
N/A—8,022-8,022-100%$820.3K———
Itau Unibanco Holding S.A.
N/A—7,965-7,965-100%$814.4K———
Allworth Financial LP
N/A—7,865-7,865-100%$804.2K———
Thrivent Financial for Lutherans
N/A—7,603-7,603-100%$777.0K———
Balanced Wealth Group LLC
N/A—7,298-7,298-100%$746.2K———
SSI Investment Management LLC
N/A—7,047-7,047-100%$720.6K———
Steward Partners Investment Advisory, LLC
N/A—7,013-7,013-100%$717.1K———
Deutsche Bank Ag\
N/A—6,985-6,985-100%$714.2K———
Gould Asset Management LLC
N/A—6,690-6,690-100%$684.1K———
American Wealth Advisors, LLC
N/A—6,555-6,555-100%$670.3K———
Orion Porfolio Solutions, LLC
N/A—6,530-6,530-100%$667.7K———
Measured Wealth Private Client Group, LLC
N/A—6,260-6,260-100%$640.1K———
Dimension Capital Management LLC
N/A—6,206-6,206-100%$634.6K———
Nwam LLC
N/A—6,202-6,202-100%$634.2K———
Pure Financial Advisors, LLC
N/A—6,201-6,201-100%$634.1K———
J.W. Cole Advisors, Inc.
N/A—6,197-6,197-100%$633.6K———
Mutual Advisors, LLC
N/A—6,150-6,150-100%$628.8K———
STG Securities, LLC
N/A—5,961-5,961-100%$609.5K———
TFO Wealth Partners, LLC
N/A—5,914-5,914-100%$604.7K———
Liberty Wealth Management LLC
N/A—5,796-5,796-100%$538.1K———
Regal Investment Advisors LLC
N/A—5,708-5,708-100%$583.6K———
TAGStone Capital, Inc.
N/A—5,633-5,633-100%$575.9K———
Dunhill Financial, LLC
N/A—5,619-5,619-100%$574.6K———
West Michigan Advisors, LLC
N/A—5,521-5,521-100%$564.5K———
Tower Wealth Partners, Inc.
N/A—5,471-5,471-100%$559.4K———
Vestmark Advisory Solutions, Inc.
N/A—5,353-5,353-100%$547.3K———
Flow Traders U.S. LLC
N/A—5,298-5,298-100%$542.0K———
NewEdge Advisors, LLC
N/A—5,291-5,291-100%$541.0K———
Graybill Wealth Management, Ltd.
N/A—5,200-5,200-100%$531.7K———
CFM Wealth Partners LLC
N/A—5,118-5,118-100%$523.3K———
Vanguard National Trust Co
N/A—5,079-5,079-100%$519.3K———
Westmount Partners, LLC
N/A—4,961-4,961-100%$507.3K———
Leavell Investment Management, Inc.
N/A—4,845-4,845-100%$495.4K———
Ethos Financial Group, LLC
N/A—4,746-4,746-100%$485.3K———
&partners
N/A—4,746-4,746-100%$485.3K———
Arax Advisory Partners
N/A—4,711-4,711-100%$481.7K———
Wealthspire Advisors, LLC
N/A—4,647-4,647-100%$475.2K———
CCG Wealth Management, LLC
N/A—4,533-4,533-100%$463.5K———
Alliancebernstein L.P.
N/A—4,356-4,356-100%$411.9K———
Franklin Resources Inc
N/A—4,225-4,225-100%$432.0K———
Investment Advisory Group, LLC
N/A—4,182-4,182-100%$427.6K———
Audent Global Asset Management, LLC
N/A—4,137-4,137-100%$423.0K———
Earned Wealth Advisors, LLC
N/A—4,069-4,069-100%$416.1K———
Arkadios Wealth Advisors
N/A—4,047-4,047-100%$413.8K———
Bradley Foster & Sargent Inc
N/A—4,009-4,009-100%$409.9K———
Colter Lewis Investment Partners LLC
N/A—4,007-4,007-100%$409.7K———
Aptus Capital Advisors, LLC
N/A—3,910-3,910-100%$399.8K———
Commerce Bank
N/A—3,773-3,773-100%$385.8K———
Waterloo Capital, L.P.
N/A—3,685-3,685-100%$376.8K———
Sentinel Wealth Management, Inc.
N/A—3,660-3,660-100%$374.2K———
Intrust Bank NA
N/A—3,657-3,657-100%$373.9K———
Schonfeld Strategic Advisors LLC
N/A—3,652-3,652-100%$373.4K———
Castle Wealth Management LLC
N/A—3,619-3,619-100%$370.0K———
AQR Capital Management LLC
N/A—3,426-3,426-100%$350.3K———
1832 Asset Management L.P.
N/A—3,368-3,368-100%$344.4K———
Edgestream Partners, L.P.
N/A—3,324-3,324-100%$339.9K———
Paladin Advisory Group, LLC
N/A—3,258-3,258-100%$333.1K———
Rathbones Group PLC
N/A—3,201-3,201-100%$327.3K———
FOX RUN Management, L.L.C.
N/A—3,200-3,200-100%$327.2K———
Rock Point Advisors, LLC
N/A—3,185-3,185-100%$325.7K———
Tillman Hartley LLC
N/A—3,175-3,175-100%$324.6K———
ProVise Management Group, LLC
N/A—3,095-3,095-100%$316.5K———
Tobias Financial Advisors, Inc.
N/A—3,051-3,051-100%$312.0K———
Johnson Investment Counsel Inc
N/A—2,933-2,933-100%$299.9K———
Sierra Capital LLC
N/A—2,830-2,830-100%$289.3K———
Garrison Point Advisors, LLC
N/A—2,821-2,821-100%$288.4K———
Sanctuary Advisors, LLC
N/A—2,796-2,796-100%$285.8K———
Compound Planning, Inc.
N/A—2,780-2,780-100%$284.2K———
Quantinno Capital Management LP
N/A—2,754-2,754-100%$281.6K———
Yukon Wealth Management, Inc.
N/A—2,743-2,743-100%$280.5K———
Second Line Capital, LLC
N/A—2,730-2,730-100%$279.1K———
Cozad Asset Management Inc
N/A—2,725-2,725-100%$278.6K———
Lifeworks Advisors, LLC
N/A—2,558-2,558-100%$261.6K———
Manhattan West Asset Management, LLC
N/A—2,552-2,552-100%$260.9K———
Aft, Forsyth & Sober, LLC
N/A—2,450-2,450-100%$231.7K———
Eldridge Investment Advisors, Inc.
N/A—2,450-2,450-100%$250.5K———
Nomura Asset Management Co LTD
N/A—2,400-2,400-100%$245.4K———
Phocas Financial Corp.
N/A—2,350-2,350-100%$240.3K———
Clearstead Advisors, LLC
N/A—2,317-2,317-100%$236.9K———
BTG Pactual Asset Management US LLC
N/A—2,267-2,267-100%$231.8K———
Peapack Gladstone Financial Corp
N/A—2,256-2,256-100%$210.0K———
Cary Street Partners Financial LLC
N/A—2,255-2,255-100%$230.6K———
Credit Agricole S A
N/A—2,128-2,128-100%$217.6K———
Bellwether Advisors, LLC
N/A—2,087-2,087-100%$213.3K———
Equitable Holdings, Inc.
N/A—2,036-2,036-100%$208.2K———
Jefferies Financial Group Inc.
N/A—2,033-2,033-100%$207.9K———
Clear Street Group Inc.
N/A—2,000-2,000-100%$204.5K———
IEQ Capital, LLC
N/A—2,000-2,000-100%$204.5K———
Lbmc Investment Advisors, LLC
N/A—1,990-1,990-100%$203.5K———
Genesis Wealth Advisors, LLC
N/A—1,961-1,961-100%$200.5K———
Bessemer Group Inc
N/A—1,933-1,933-100%$198.0K———
BFC Planning, Inc.
N/A—1,895-1,895-100%$193.8K———
EP Wealth Advisors, LLC
N/A—1,627-1,627-100%$166.3K———
Atlantic Union Bankshares Corp
N/A—1,611-1,611-100%$164.7K———
Glenmede Trust Co NA
N/A—1,489-1,489-100%$152.3K———
Harbour Investments, Inc.
N/A—1,445-1,445-100%$147.8K———
Fiduciary Financial Advisors
N/A—1,266-1,266-100%$129.4K———
Continuum Advisory, LLC
N/A—1,123-1,123-100%$114.8K———
WealthCollab, LLC
N/A—1,108-1,108-100%$113.3K———
Institute for Wealth Management, Llc.
N/A—1,101-1,101-100%$112.6K———
Colonial Trust Advisors
N/A—1,083-1,083-100%$110.7K———
Cheviot Value Management, LLC
N/A—1,080-1,080-100%$110.5K———
Steigerwald, Gordon & Koch Inc.
N/A—955-955-100%$97.6K———
UBS Asset Management Americas LLC
N/A—946-946-100%$96.7K———
Federation des caisses Desjardins du Quebec
N/A—830-830-100%$84.8K———
Monetary Management Group Inc
N/A—750-750-100%$76.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—749-749-100%$76.6K———
Rialto Wealth Management, LLC
N/A—600-600-100%$61.4K———
IFG Advisory, LLC
N/A—510-510-100%$52.2K———
Lowe Brockenbrough & Co Inc
N/A—508-508-100%$51.9K———
Godfrey Financial Associates, Inc.
N/A—503-503-100%$51.4K———
Whittier Trust Co of Nevada Inc
N/A—500-500-100%$52.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—480-480-100%$49.1K———
Russell Investments Group, Ltd.
N/A—474-474-100%$48.5K———
HighMark Wealth Management LLC
N/A—375-375-100%$38.4K———
WealthShield Partners, LLC
N/A—360-360-100%$36.8K———
Smartleaf Asset Management LLC
N/A—353-353-100%$36.8K———
Cetera Trust Company, N.a
N/A—300-300-100%$30.7K———
Greykasell Wealth Strategies, Inc.
N/A—286-286-100%$29.3K———
Synergy Investment Management, LLC
N/A—281-281-100%$28.7K———
Glassy Mountain Advisors, Inc.
N/A—275-275-100%$28.1K———
Keating Financial Advisory Services, Inc.
N/A—269-269-100%$27.5K———
Strategic Investment Solutions, Inc.
N/A—250-250-100%$25.6K———
SouthState Bank Corp
N/A—225-225-100%$23.0K———
Bartlett & Co. Wealth Management LLC
N/A—200-200-100%$20.5K———
Caldwell Sutter Capital, Inc.
N/A—196-196-100%$20.0K———
Smithfield Trust Co
N/A—188-188-100%$19———
O'shaughnessy Asset Management, LLC
N/A—144-144-100%$14.7K———
Motco
N/A—142-142-100%$14.5K———
Luminist Capital LLC
N/A—125-125-100%$12.8K———
National Bank of Canada
N/A—117-117-100%$12.0K———
Ancora Advisors LLCA
N/A—108-108-100%$11.0K———
Consultiva Wealth Management, Corp.
N/A—101-101-100%$10.3K———
Field & Main Bank
N/A—75-75-100%$7.7K———
Capital Analysts, LLC
N/A—75-75-100%$8———
Brown Brothers Harriman & Co
N/A—71-71-100%$7.3K———
New Republic Capital, LLC
N/A—70-70-100%$7.2K———
Harborfront Financial Group LLC
N/A—67-67-100%$6.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—60-60-100%$6.1K———
Alerus Financial NA
N/A—57-57-100%$5.8K———
Orion Capital Management LLC
N/A—52-52-100%$5.3K———
Meramec Financial Planners, LLC
N/A—44-44-100%$4.7K———
Glen Eagle Advisors, LLC
N/A—40-40-100%$4.1K———
Mcguire Capital Advisors Inc
N/A—15-15-100%$1.5K———
Bogart Wealth, LLC
N/A—5-5-100%$511———
Horizon Investments, LLC
N/A—4-4-100%$409———
Freestone Grove Partners LP
N/A—1-1-100%$102———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$102———
Transamerica Financial Advisors, LLC
N/A—00—$28———
Showing 512 of 512 institutions