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Ishares Morningstar Mid-Cap (IMCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Means Investment Co., Inc.
INCREASED
Shares434,505 from 407,204
Change+27,301 (+7%)
Value$41.1M (+$1.7M)
Filed 2026-11-03
Sunburst Financial Group, LLC
DECREASED
Shares226,124 from 241,685
Change-15,561 (-6%)
Value$21.4M (-$2.0M)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares220,962 from 213,786
Change+7,176 (+3%)
Value$20.9M (+$233.4K)
Filed 2026-11-04
Northwest Wealth Advisors, LLC
INCREASED
Shares200,476 from 163,319
Change+37,157 (+23%)
Value$18.9M (+$3.2M)
Filed 2026-11-02
Steele Capital Management, Inc.
INCREASED
Shares193,326 from 193,311
Change+15 (+0%)
Value$18.3M (-$400.7K)
Filed 2026-11-02
Matrix Trust Co
INCREASED
Shares191,577 from 191,562
Change+15 (+0%)
Value$18.1K (-$397)
Filed 2026-10-07
Fortitude Financial, LLC
INCREASED
Shares177,247 from 149,902
Change+27,345 (+18%)
Value$16.7M (+$2.3M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares122,134 from 117,549
Change+4,585 (+4%)
Value$11.5M (+$188.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares113,684 from 101,462
Change+12,222 (+12%)
Value$10.7K (-$9.8M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares101,519 from 7,728
Change+93,791 (+1214%)
Value$9.6M (+$8.8M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares99,843 from 183,052
Change-83,209 (-45%)
Value$9.4M (-$8.2M)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares79,761 from 86,445
Change-6,684 (-8%)
Value$7.5M (-$811.3K)
Filed 2026-10-08
Carnegie Investment Counsel
INCREASED
Shares79,659 from 68,570
Change+11,089 (+16%)
Value$7.5M (+$905.1K)
Filed 2026-10-20
Goldstein Advisors, LLC
DECREASED
Shares38,325 from 38,426
Change-101 (0%)
Value$3.6M (-$89.5K)
Filed 2026-10-15
United Advisor Group, LLC
DECREASED
Shares31,054 from 32,306
Change-1,252 (-4%)
Value$2.9M (-$185.5K)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares30,295 from 30,300
Change-5 (0%)
Value$2.9M (-$63.5K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares28,125 from 26,829
Change+1,296 (+5%)
Value$2.7M (+$66.6K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares21,340 from 22,412
Change-1,072 (-5%)
Value$2.1M (-$114.2K)
Filed 2026-10-13
Parsons Capital Management Inc
UNCHANGED
Shares17,198 from 17,198
Change0 (0%)
Value$1.6M (-$35.8K)
Filed 2026-10-28
Thrivent Financial for Lutherans
NEW
Shares14,615
Change+14,615
Value$1.4M
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares13,863 from 13,515
Change+348 (+3%)
Value$1.3M (+$4.8K)
Filed 2026-11-05
Rede Wealth, LLC
INCREASED
Shares12,179 from 12,051
Change+128 (+1%)
Value$1.2M (-$13.0K)
Filed 2026-10-22
VestGen Advisors, LLC
DECREASED
Shares12,168 from 13,224
Change-1,056 (-8%)
Value$1.1M (-$127.3K)
Filed 2026-10-27
Apella Capital, LLC
UNCHANGED
Shares11,532 from 11,532
Change0 (0%)
Value$1.1M (-$7.7K)
Filed 2026-10-08
S.A. Mason LLC
INCREASED
Shares11,266 from 11,263
Change+3 (+0%)
Value$1.1M (-$23.1K)
Filed 2026-10-13
Financial Perspectives, Inc
INCREASED
Shares11,249 from 9,638
Change+1,611 (+17%)
Value$1.1M (+$132.2K)
Filed 2026-11-03
Liberty Capital Management, Inc.
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$963.7K (-$21.2K)
Filed 2026-11-02
Summit Asset Management, LLC
DECREASED
Shares9,196 from 9,554
Change-358 (-4%)
Value$868.8K (-$53.7K)
Filed 2026-11-05
Opulen Financial Group LLC
DECREASED
Shares9,061 from 9,205
Change-144 (-2%)
Value$856.1K (-$32.7K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares8,565 from 6,529
Change+2,036 (+31%)
Value$809.2K (+$178.8K)
Filed 2026-11-02
Diversify Advisory Services, LLC
DECREASED
Shares8,035 from 8,161
Change-126 (-2%)
Value$782.2K (-$12.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares8,035 from 8,161
Change-126 (-2%)
Value$782.2K (-$12.1K)
Filed 2026-10-20
Truefg, LLC
DECREASED
Shares7,919 from 8,123
Change-204 (-3%)
Value$748.2K (-$36.1K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
NEW
Shares7,632
Change+7,632
Value$721.1K
Filed 2026-10-13
Three Seasons Wealth, LLC
INCREASED
Shares6,881 from 6,776
Change+105 (+2%)
Value$650.1K (-$4.2K)
Filed 2026-11-03
Lawood & Co
UNCHANGED
Shares6,736 from 6,736
Change0 (0%)
Value$636.4K (-$14.0K)
Filed 2026-10-09
Ritholtz Wealth Management
DECREASED
Shares6,461 from 7,637
Change-1,176 (-15%)
Value$610.5K (-$127.0K)
Filed 2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED
Shares6,025 from 4,709
Change+1,316 (+28%)
Value$569.2K (+$114.5K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares5,658 from 5,104
Change+554 (+11%)
Value$534.6K (+$41.7K)
Filed 2026-10-29
JIM Saulnier & Associates, LLC
DECREASED
Shares5,559 from 7,876
Change-2,317 (-29%)
Value$525.3K (-$235.3K)
Filed 2026-11-04
Financial Futures Ltd Liability Co.
UNCHANGED
Shares5,481 from 5,481
Change0 (0%)
Value$517.8K (-$11.4K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares5,471 from 5,216
Change+255 (+5%)
Value$516.9K (+$13.2K)
Filed 2026-10-16
Kaydan Wealth Management, Inc.
DECREASED
Shares5,260 from 5,392
Change-132 (-2%)
Value$497.0K (-$23.7K)
Filed 2026-10-08
Allegheny Financial Group
INCREASED
Shares5,139 from 3,412
Change+1,727 (+51%)
Value$485.6K (+$156.1K)
Filed 2026-11-05
Flagstar Securities, Inc
DECREASED
Shares5,104 from 8,642
Change-3,538 (-41%)
Value$482.3K (-$352.3K)
Filed 2026-10-15
Hoxton Planning & Management, LLC
DECREASED
Shares5,099 from 5,308
Change-209 (-4%)
Value$481.8K (-$30.8K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares4,728 from 4,229
Change+499 (+12%)
Value$446.7K (+$38.3K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares4,225
Change+4,225
Value$399.2K
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares4,225
Change+4,225
Value$399.2K
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares4,198 from 4,252
Change-54 (-1%)
Value$396.6K (-$13.9K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares4,081 from 3,359
Change+722 (+21%)
Value$385.6K (+$61.2K)
Filed 2026-11-05
Glenview Trust Co
UNCHANGED
Shares3,887 from 3,887
Change0 (0%)
Value$367.2K (-$8.1K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$361.4K (-$8.0K)
Filed 2026-10-29
XML Financial, LLC
DECREASED
Shares3,720 from 3,740
Change-20 (-1%)
Value$351.5K (-$9.7K)
Filed 2026-10-29
Steinberganna Wealth Management
INCREASED
Shares3,715 from 3,712
Change+3 (+0%)
Value$351.0K (-$7.4K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares3,560 from 3,560
Change0 (0%)
Value$336.3K (-$7.4K)
Filed 2026-10-16
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares3,553 from 3,553
Change0 (0%)
Value$335.7K (-$7.4K)
Filed 2026-10-27
Ashton Thomas Securities, LLC
NEW
Shares3,420
Change+3,420
Value$323.1K
Filed 2026-10-26
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares3,292 from 3,292
Change0 (0%)
Value$311.0K (-$6.8K)
Filed 2026-10-06
Barrett & Company, Inc.
INCREASED
Shares3,271 from 3,260
Change+11 (+0%)
Value$309.0K (-$5.7K)
Filed 2026-10-22
Capital Square, LLC
INCREASED
Shares2,995 from 2,312
Change+683 (+30%)
Value$283.0K (+$58.4K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares2,938 from 3,014
Change-76 (-3%)
Value$277.6K (-$13.5K)
Filed 2026-10-20
Brighton Jones LLC
NEW
Shares2,691
Change+2,691
Value$254.2K
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,680 from 2,679
Change+1 (+0%)
Value$253.2K (-$5.5K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
NEW
Shares2,519
Change+2,519
Value$238.0K
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$224.9K (-$5.0K)
Filed 2026-10-27
Wedbush Securities Inc
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$210 (-$214.8K)
Filed 2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED
Shares1,941 from 1,960
Change-19 (-1%)
Value$183.4K (-$5.9K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,786 from 1,786
Change0 (0%)
Value$168.7K (-$3.7K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares1,781 from 1,755
Change+26 (+1%)
Value$168.3K (-$1.2K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$158.3K (-$3.5K)
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$135.1K (-$3.0K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares1,360 from 1,629
Change-269 (-17%)
Value$128.5K (-$28.8K)
Filed 2026-10-08
Archer Investment Corp
INCREASED
Shares1,048 from 1,000
Change+48 (+5%)
Value$99.0K (+$2.5K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares936 from 653
Change+283 (+43%)
Value$88.4K (+$25.4K)
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$60 (-$61.9K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares609
Change+609
Value$57.5K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares549 from 628
Change-79 (-13%)
Value$51.9K (-$8.8K)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$51.3K (-$1.1K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$49.1K (-$1.1K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
INCREASED
Shares491 from 489
Change+2 (+0%)
Value$46.4K (-$861)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares464 from 452
Change+12 (+3%)
Value$43.8K (+$194)
Filed 2026-10-21
Mosley Wealth Management
INCREASED
Shares436 from 435
Change+1 (+0%)
Value$42.5K (+$482)
Filed 2026-10-16
Tsfg, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$40 (-$1)
Filed 2026-10-23
Mather Group, Llc.
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$39.0K (-$859)
Filed 2026-10-14
First Command Advisory Services, Inc.
NEW
Shares277
Change+277
Value$26.2K
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$26.0K (-$572)
Filed 2026-10-05
Salomon & Ludwin, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$21.5K (-$507)
Filed 2026-10-29
SYM Financial Corp
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$21.5K (-$475)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares180 from 179
Change+1 (+1%)
Value$17.1K (-$317)
Filed 2026-11-02
Armstrong Advisory Group, Inc
NEW
Shares140
Change+140
Value$13.2K
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares84 from 122
Change-38 (-31%)
Value$7.9K (-$3.8K)
Filed 2026-10-26
GGM Financial LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$5.0K (-$94)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.0K (-$74)
Filed 2026-11-03
Buck Wealth Strategies, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$758 (-$14)
Filed 2026-10-28
Triad Wealth Partners, LLC
CLOSED
Shares0 from 7,632
Change-7,632 (-100%)
Value$0 (-$747.4K)
Filed 2026-10-26
Venture Visionary Partners LLC
CLOSED
Shares0 from 2,480
Change-2,480 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-07
Fingerlakes Wealth Management, Inc.
CLOSED
Shares0 from 2,188
Change-2,188 (-100%)
Value$0 (-$211.2K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 995
Change-995 (-100%)
Value$0 (-$96.0K)
Filed 2026-10-15
Decker Retirement Planning Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-19
HighTower Advisors, LLC
N/A
Shares— from 1,622,630
Change-1,622,630 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,374,939
Change-1,374,939 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,185,395
Change-1,185,395 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 508,246
Change-508,246 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 474,114
Change-474,114 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 243,185
Change-243,185 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 242,800
Change-242,800 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 203,536
Change-203,536 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 203,531
Change-203,531 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 153,511
Change-153,511 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 147,937
Change-147,937 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 119,628
Change-119,628 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 109,011
Change-109,011 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 97,209
Change-97,209 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 81,961
Change-81,961 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 73,517
Change-73,517 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 65,814
Change-65,814 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 64,819
Change-64,819 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 63,707
Change-63,707 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 60,135
Change-60,135 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 55,611
Change-55,611 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 53,774
Change-53,774 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,762
Change-43,762 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 41,534
Change-41,534 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 34,967
Change-34,967 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,404
Change-30,404 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30,193
Change-30,193 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 29,159
Change-29,159 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,399
Change-26,399 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 25,670
Change-25,670 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 23,765
Change-23,765 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,493
Change-21,493 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 17,876
Change-17,876 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,739
Change-16,739 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,379
Change-12,379 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,624
Change-11,624 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,778
Change-9,778 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,297
Change-8,297 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
American Trust
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 971
Change-971 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 821
Change-821 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 562
Change-562 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 439
Change-439 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 426
Change-426 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Blair William & Co
N/A
Shares— from 390
Change-390 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 284
Change-284 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 220
Change-220 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7
Change-7 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Means Investment Co., Inc.
INCREASED434,505407,204+27,301+7%$39.3M$41.1M+$1.7M2026-11-03
Sunburst Financial Group, LLC
DECREASED226,124241,685-15,561-6%$23.3M$21.4M-$2.0M2026-10-09
Creative Financial Designs Inc
INCREASED220,962213,786+7,176+3%$20.6M$20.9M+$233.4K2026-11-04
Northwest Wealth Advisors, LLC
INCREASED200,476163,319+37,157+23%$15.8M$18.9M+$3.2M2026-11-02
Steele Capital Management, Inc.
INCREASED193,326193,311+15+0%$18.7M$18.3M-$400.7K2026-11-02
Matrix Trust Co
INCREASED191,577191,562+15+0%$18.5K$18.1K-$3972026-10-07
Fortitude Financial, LLC
INCREASED177,247149,902+27,345+18%$14.5M$16.7M+$2.3M2026-10-19
Kestra Advisory Services, LLC
INCREASED122,134117,549+4,585+4%$11.4M$11.5M+$188.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED113,684101,462+12,222+12%$9.8M$10.7K-$9.8M2026-11-02
Apollon Wealth Management, LLC
INCREASED101,5197,728+93,791+1214%$746.2K$9.6M+$8.8M2026-10-23
Commonwealth Equity Services, LLC
DECREASED99,843183,052-83,209-45%$17.7M$9.4M-$8.2M2026-11-02
Farther Finance Advisors, LLC
DECREASED79,76186,445-6,684-8%$8.3M$7.5M-$811.3K2026-10-08
Carnegie Investment Counsel
INCREASED79,65968,570+11,089+16%$6.6M$7.5M+$905.1K2026-10-20
Goldstein Advisors, LLC
DECREASED38,32538,426-1010%$3.7M$3.6M-$89.5K2026-10-15
United Advisor Group, LLC
DECREASED31,05432,306-1,252-4%$3.1M$2.9M-$185.5K2026-11-03
Sowell Financial Services LLC
DECREASED30,29530,300-50%$2.9M$2.9M-$63.5K2026-10-23
Truist Financial Corp
INCREASED28,12526,829+1,296+5%$2.6M$2.7M+$66.6K2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED21,34022,412-1,072-5%$2.2M$2.1M-$114.2K2026-10-13
Parsons Capital Management Inc
UNCHANGED17,19817,19800%$1.7M$1.6M-$35.8K2026-10-28
Thrivent Financial for Lutherans
NEW14,615—+14,615——$1.4M—2026-11-05
J.W. Cole Advisors, Inc.
INCREASED13,86313,515+348+3%$1.3M$1.3M+$4.8K2026-11-05
Rede Wealth, LLC
INCREASED12,17912,051+128+1%$1.2M$1.2M-$13.0K2026-10-22
VestGen Advisors, LLC
DECREASED12,16813,224-1,056-8%$1.3M$1.1M-$127.3K2026-10-27
Apella Capital, LLC
UNCHANGED11,53211,53200%$1.1M$1.1M-$7.7K2026-10-08
S.A. Mason LLC
INCREASED11,26611,263+3+0%$1.1M$1.1M-$23.1K2026-10-13
Financial Perspectives, Inc
INCREASED11,2499,638+1,611+17%$930.6K$1.1M+$132.2K2026-11-03
Liberty Capital Management, Inc.
UNCHANGED10,20010,20000%$984.9K$963.7K-$21.2K2026-11-02
Summit Asset Management, LLC
DECREASED9,1969,554-358-4%$922.5K$868.8K-$53.7K2026-11-05
Opulen Financial Group LLC
DECREASED9,0619,205-144-2%$888.8K$856.1K-$32.7K2026-10-22
Creative Planning
INCREASED8,5656,529+2,036+31%$630.5K$809.2K+$178.8K2026-11-02
Diversify Advisory Services, LLC
DECREASED8,0358,161-126-2%$794.3K$782.2K-$12.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED8,0358,161-126-2%$794.3K$782.2K-$12.1K2026-10-20
Truefg, LLC
DECREASED7,9198,123-204-3%$784.4K$748.2K-$36.1K2026-10-15
Signal Advisors Wealth, LLC
NEW7,632—+7,632——$721.1K—2026-10-13
Three Seasons Wealth, LLC
INCREASED6,8816,776+105+2%$654.3K$650.1K-$4.2K2026-11-03
Lawood & Co
UNCHANGED6,7366,73600%$650.4K$636.4K-$14.0K2026-10-09
Ritholtz Wealth Management
DECREASED6,4617,637-1,176-15%$737.5K$610.5K-$127.0K2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED6,0254,709+1,316+28%$454.7K$569.2K+$114.5K2026-10-19
Vise Technologies, Inc.
INCREASED5,6585,104+554+11%$492.9K$534.6K+$41.7K2026-10-29
JIM Saulnier & Associates, LLC
DECREASED5,5597,876-2,317-29%$760.5K$525.3K-$235.3K2026-11-04
Financial Futures Ltd Liability Co.
UNCHANGED5,4815,48100%$529.2K$517.8K-$11.4K2026-10-13
IFP Advisors, Inc
INCREASED5,4715,216+255+5%$503.7K$516.9K+$13.2K2026-10-16
Kaydan Wealth Management, Inc.
DECREASED5,2605,392-132-2%$520.7K$497.0K-$23.7K2026-10-08
Allegheny Financial Group
INCREASED5,1393,412+1,727+51%$329.5K$485.6K+$156.1K2026-11-05
Flagstar Securities, Inc
DECREASED5,1048,642-3,538-41%$834.5K$482.3K-$352.3K2026-10-15
Hoxton Planning & Management, LLC
DECREASED5,0995,308-209-4%$512.5K$481.8K-$30.8K2026-10-15
Citigroup Inc
INCREASED4,7284,229+499+12%$408.4K$446.7K+$38.3K2026-11-04
Schear Investment Advisers, LLC
NEW4,225—+4,225——$399.2K—2026-10-14
Tempo Wealth, LLC
NEW4,225—+4,225——$399.2K—2026-10-14
Procyon Advisors, LLC
DECREASED4,1984,252-54-1%$410.6K$396.6K-$13.9K2026-10-21
Fifth Third Bancorp
INCREASED4,0813,359+722+21%$324.3K$385.6K+$61.2K2026-11-05
Glenview Trust Co
UNCHANGED3,8873,88700%$375.3K$367.2K-$8.1K2026-10-28
Summit Wealth Group LLC / Co
UNCHANGED3,8253,82500%$369.3K$361.4K-$8.0K2026-10-29
XML Financial, LLC
DECREASED3,7203,740-20-1%$361.1K$351.5K-$9.7K2026-10-29
Steinberganna Wealth Management
INCREASED3,7153,712+3+0%$358.4K$351.0K-$7.4K2026-10-23
Robertson Stephens Wealth Management, LLC
UNCHANGED3,5603,56000%$343.8K$336.3K-$7.4K2026-10-16
Schneider Downs Wealth Management Advisors, LP
UNCHANGED3,5533,55300%$343.1K$335.7K-$7.4K2026-10-27
Ashton Thomas Securities, LLC
NEW3,420—+3,420——$323.1K—2026-10-26
PPS&V Asset Management Consultants, Inc.
UNCHANGED3,2923,29200%$317.9K$311.0K-$6.8K2026-10-06
Barrett & Company, Inc.
INCREASED3,2713,260+11+0%$314.8K$309.0K-$5.7K2026-10-22
Capital Square, LLC
INCREASED2,9952,312+683+30%$224.6K$283.0K+$58.4K2026-10-19
Private Trust Co NA
DECREASED2,9383,014-76-3%$291.0K$277.6K-$13.5K2026-10-20
Brighton Jones LLC
NEW2,691—+2,691——$254.2K—2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED2,6802,679+1+0%$258.7K$253.2K-$5.5K2026-10-19
Dynamic Advisor Solutions LLC
NEW2,519—+2,519——$238.0K—2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,3802,38000%$229.8K$224.9K-$5.0K2026-10-27
Wedbush Securities Inc
UNCHANGED2,2242,22400%$215.0K$210-$214.8K2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED1,9411,960-19-1%$189.3K$183.4K-$5.9K2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED1,7861,78600%$172.4K$168.7K-$3.7K2026-10-13
Signaturefd, LLC
INCREASED1,7811,755+26+1%$169.5K$168.3K-$1.2K2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED1,6751,67500%$161.7K$158.3K-$3.5K2026-11-04
EPG Wealth Management LLC
UNCHANGED1,4301,43000%$138.1K$135.1K-$3.0K2026-11-03
CoreCap Advisors, LLC
DECREASED1,3601,629-269-17%$157.3K$128.5K-$28.8K2026-10-08
Archer Investment Corp
INCREASED1,0481,000+48+5%$96.6K$99.0K+$2.5K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED936653+283+43%$63.1K$88.4K+$25.4K2026-10-30
Avion Wealth
UNCHANGED64364300%$62.0K$60-$61.9K2026-11-04
Latitude Advisors, LLC
NEW609—+609——$57.5K—2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED549628-79-13%$60.7K$51.9K-$8.8K2026-10-26
Compass Financial Management LLC
UNCHANGED54354300%$52.4K$51.3K-$1.1K2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED52052000%$50.2K$49.1K-$1.1K2026-11-03
Morton Brown Family Wealth, LLC
INCREASED491489+2+0%$47.2K$46.4K-$8612026-10-23
Assetmark, Inc
INCREASED464452+12+3%$43.6K$43.8K+$1942026-10-21
Mosley Wealth Management
INCREASED436435+1+0%$42.0K$42.5K+$4822026-10-16
Tsfg, LLC
UNCHANGED42042000%$41$40-$12026-10-23
Mather Group, Llc.
UNCHANGED41341300%$39.9K$39.0K-$8592026-10-14
First Command Advisory Services, Inc.
NEW277—+277——$26.2K—2026-11-05
Olistico Wealth, LLC
UNCHANGED27527500%$26.6K$26.0K-$5722026-10-05
Salomon & Ludwin, LLC
UNCHANGED22822800%$22.0K$21.5K-$5072026-10-29
SYM Financial Corp
UNCHANGED22822800%$22.0K$21.5K-$4752026-10-26
Westside Investment Management, Inc.
INCREASED180179+1+1%$17.4K$17.1K-$3172026-11-02
Armstrong Advisory Group, Inc
NEW140—+140——$13.2K—2026-10-09
Lanark Financial, Inc.
DECREASED84122-38-31%$11.8K$7.9K-$3.8K2026-10-26
GGM Financial LLC
UNCHANGED535300%$5.1K$5.0K-$942026-11-05
Asset Dedication, LLC
UNCHANGED424200%$4.1K$4.0K-$742026-11-03
Buck Wealth Strategies, LLC
UNCHANGED8800%$772$758-$142026-10-28
Triad Wealth Partners, LLC
CLOSED07,632-7,632-100%$747.4K$0-$747.4K2026-10-26
Venture Visionary Partners LLC
CLOSED02,480-2,480-100%$239.5K$0-$239.5K2026-10-07
Fingerlakes Wealth Management, Inc.
CLOSED02,188-2,188-100%$211.2K$0-$211.2K2026-11-04
AdvisorNet Financial, Inc
CLOSED0995-995-100%$96.0K$0-$96.0K2026-10-15
Decker Retirement Planning Inc.
CLOSED017-17-100%$1.6K$0-$1.6K2026-10-19
HighTower Advisors, LLC
N/A—1,622,630-1,622,630-100%$156.7M———
UBS Group AG
N/A—1,374,939-1,374,939-100%$132.8M———
Morgan Stanley
N/A—1,185,395-1,185,395-100%$114.5M———
Raymond James Financial Inc
N/A—508,246-508,246-100%$49.1M———
LPL Financial LLC
N/A—474,114-474,114-100%$45.8M———
Aptus Capital Advisors, LLC
N/A—243,185-243,185-100%$23.5M———
Cetera Investment Advisers
N/A—242,800-242,800-100%$23.4M———
Wells Fargo & Company
N/A—203,536-203,536-100%$19.7M———
Stratos Wealth Partners, Ltd.
N/A—203,531-203,531-100%$19.7M———
Ameriprise Financial Inc
N/A—153,511-153,511-100%$14.8M———
Osaic Holdings, Inc.
N/A—147,937-147,937-100%$14.3M———
MML Investors Services, LLC
N/A—119,628-119,628-100%$11.6M———
Bank of America Corp
N/A—109,011-109,011-100%$10.5M———
Royal Bank of Canada
N/A—97,209-97,209-100%$9.4M———
Envestnet Asset Management Inc
N/A—81,961-81,961-100%$7.9M———
Stifel Financial Corp
N/A—73,517-73,517-100%$7.1M———
Pacific Financial Group Inc
N/A—65,814-65,814-100%$6.4M———
Yarger Wealth Strategies, LLC
N/A—64,819-64,819-100%$6.3M———
Bedel Financial Consulting, Inc.
N/A—63,707-63,707-100%$6.2M———
Gladstone Institutional Advisory LLC
N/A—60,135-60,135-100%$5.8M———
Mercer Global Advisors Inc
N/A—55,611-55,611-100%$5.4M———
Summit Financial, LLC
N/A—53,774-53,774-100%$5.2M———
Northwestern Mutual Wealth Management Co
N/A—43,762-43,762-100%$4.2M———
Equitable Holdings, Inc.
N/A—41,534-41,534-100%$4.0M———
Brand Asset Management Group, Inc.
N/A—34,967-34,967-100%$3.4M———
Jane Street Group, LLC
N/A—30,404-30,404-100%$2.9M———
JPMorgan Chase & Co
N/A—30,193-30,193-100%$2.9M———
Merit Financial Group, LLC
N/A—29,159-29,159-100%$2.8M———
Jones Financial Companies Lllp
N/A—26,399-26,399-100%$2.5M———
Ameritas Investment Partners, Inc.
N/A—25,670-25,670-100%$2.5M———
Cerity Partners LLC
N/A—23,765-23,765-100%$2.3M———
Harbour Investments, Inc.
N/A—21,493-21,493-100%$2.1M———
Pitti Group Wealth Management, LLC
N/A—17,876-17,876-100%$1.7M———
FMR LLC
N/A—16,739-16,739-100%$1.6M———
Bleakley Financial Group, LLC
N/A—12,379-12,379-100%$1.2M———
Advisory Services Network, LLC
N/A—11,624-11,624-100%$1.1M———
Susquehanna International Group, LLP
N/A—9,778-9,778-100%$944.2K———
Janney Montgomery Scott LLC
N/A—9,685-9,685-100%$935.0K———
Geneos Wealth Management Inc.
N/A—8,944-8,944-100%$863.6K———
Proactive Wealth Strategies LLC
N/A—8,297-8,297-100%$801.1K———
Composition Wealth, LLC
N/A—8,067-8,067-100%$778.9K———
Hilltop Holdings Inc.
N/A—7,953-7,953-100%$767.9K———
Bluespring Wealth Management, LLC
N/A—7,536-7,536-100%$727.7K———
GWN Securities Inc.
N/A—6,683-6,683-100%$645.3K———
Haverford Trust Co
N/A—6,601-6,601-100%$637.4K———
Mutual Advisors, LLC
N/A—6,538-6,538-100%$631.3K———
Integrated Wealth Concepts LLC
N/A—6,465-6,465-100%$624.3K———
Global Retirement Partners, LLC
N/A—6,210-6,210-100%$599.6K———
IHT Wealth Management, LLC
N/A—5,896-5,896-100%$569.3K———
Mariner, LLC
N/A—5,442-5,442-100%$525.5K———
CIBC Bancorp USA Inc.
N/A—5,394-5,394-100%$520.8K———
PFG Investments, LLC
N/A—5,356-5,356-100%$517.2K———
AQR Capital Management LLC
N/A—5,109-5,109-100%$493.3K———
NewEdge Advisors, LLC
N/A—5,098-5,098-100%$492.2K———
American Trust
N/A—4,929-4,929-100%$475.9K———
Wealthspire Retirement, LLC
N/A—4,803-4,803-100%$463.8K———
Private Advisor Group, LLC
N/A—4,791-4,791-100%$462.6K———
Marshall Financial Group, LLC
N/A—4,763-4,763-100%$459.9K———
Steward Partners Investment Advisory, LLC
N/A—4,381-4,381-100%$423.0K———
Fiduciary Financial Advisors
N/A—4,144-4,144-100%$400.0K———
Wealth Management Associates, Inc.
N/A—3,822-3,822-100%$369.1K———
Clearwater Capital Advisors, LLC
N/A—3,446-3,446-100%$332.7K———
Captrust Financial Advisors
N/A—3,384-3,384-100%$326.7K———
Byrne Financial Freedom, LLC
N/A—3,349-3,349-100%$323.3K———
M&T Bank Corp
N/A—3,241-3,241-100%$313.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,228-3,228-100%$311.7K———
Silvercrest Asset Management Group LLC
N/A—3,089-3,089-100%$298.2K———
Ellevest, Inc.
N/A—2,751-2,751-100%$265.6K———
Matrix Private Capital Group LLC
N/A—2,674-2,674-100%$258.2K———
Evernest Financial Advisors, LLC
N/A—2,646-2,646-100%$255.5K———
Valmark Advisers, Inc.
N/A—2,632-2,632-100%$254.1K———
XTX Topco Ltd
N/A—2,560-2,560-100%$247.2K———
Focus Partners Wealth
N/A—2,340-2,340-100%$226.0K———
United Capital Financial Advisors, LLC
N/A—2,273-2,273-100%$219.4K———
Savant Capital, LLC
N/A—2,216-2,216-100%$214.0K———
Kapstone Financial Advisors LLC
N/A—2,136-2,136-100%$206.3K———
Advisors Capital Management, LLC
N/A—2,120-2,120-100%$204.7K———
Keating Financial Advisory Services, Inc.
N/A—1,738-1,738-100%$167.8K———
Howe & Rusling Inc
N/A—1,736-1,736-100%$167.6K———
Rockefeller Capital Management L.P.
N/A—1,607-1,607-100%$155.3K———
Rothschild Investment LLC
N/A—1,451-1,451-100%$140.1K———
Addison Advisors LLC
N/A—1,190-1,190-100%$114.9K———
AE Wealth Management LLC
N/A—1,166-1,166-100%$112.6K———
Greykasell Wealth Strategies, Inc.
N/A—1,148-1,148-100%$110.8K———
Huntington National Bank
N/A—1,000-1,000-100%$96.6K———
Silicon Valley Capital Partners
N/A—971-971-100%$93.7K———
HighMark Wealth Management LLC
N/A—928-928-100%$89.6K———
Webster Bank, N. A.
N/A—821-821-100%$79.3K———
Private Wealth Asset Management, LLC
N/A—795-795-100%$76.8K———
PNC Financial Services Group, Inc.
N/A—677-677-100%$65.4K———
one8zero8, LLC
N/A—600-600-100%$57.9K———
Vanguard Advisers Inc
N/A—562-562-100%$54.3K———
UBS Asset Management Americas LLC
N/A—520-520-100%$50.2K———
UMB Bank, n.a.
N/A—515-515-100%$49.7K———
Basepoint Wealth LLC
N/A—490-490-100%$47.3K———
Capital Analysts, LLC
N/A—486-486-100%$47———
Allworth Financial LP
N/A—439-439-100%$42.4K———
Bank of Montreal
N/A—426-426-100%$41.1K———
IMA Advisory Services, Inc.
N/A—407-407-100%$39.3K———
Blair William & Co
N/A—390-390-100%$37.7K———
Synergy Investment Management, LLC
N/A—356-356-100%$34.4K———
Financial Gravity Companies, Inc.
N/A—328-328-100%$31.7K———
Institute for Wealth Management, Llc.
N/A—284-284-100%$27.4K———
IFG Advisory, LLC
N/A—264-264-100%$25.5K———
Integrity Financial Corp
N/A—220-220-100%$21.2K———
Boyd Watterson Asset Management LLC
N/A—184-184-100%$17.8K———
Glen Eagle Advisors, LLC
N/A—184-184-100%$17.8K———
Whittier Trust Co of Nevada Inc
N/A—68-68-100%$6.6K———
Copia Wealth Management
N/A—10-10-100%$966———
Russell Investments Group, Ltd.
N/A—7-7-100%$604———
O'shaughnessy Asset Management, LLC
N/A—2-2-100%$193———
Showing 211 of 211 institutions