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Ishares Global Clean Energy (ICLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Meitav Investment House LTD
UNCHANGED
Shares1,502,000 from 1,502,000
Change0 (0%)
Value$25.5M (-$5.2M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares930,603 from 193,252
Change+737,351 (+382%)
Value$15.8M (+$11.9M)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares619,000 from 619,000
Change0 (0%)
Value$12.7M ($0)
Filed 2026-10-15
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares537,000 from 537,000
Change0 (0%)
Value$91.3K (-$12.2K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares498,259 from 517,206
Change-18,947 (-4%)
Value$8.5M (-$2.1M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares466,397 from 740,741
Change-274,344 (-37%)
Value$7.9M (-$7.2M)
Filed 2026-11-02
MinichMacGregor Wealth Management, LLC
DECREASED
Shares290,733 from 763,863
Change-473,130 (-62%)
Value$4.9M (-$10.7M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares212,487 from 180,531
Change+31,956 (+18%)
Value$3.6M (-$86.8K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares206,875 from 162,178
Change+44,697 (+28%)
Value$3.5K (-$3.3M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares205,257 from 399,699
Change-194,442 (-49%)
Value$3.5K (-$8.2M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares170,221 from 162,716
Change+7,505 (+5%)
Value$2.9K (-$3.3M)
Filed 2026-10-26
Tepp RIA, LLC
INCREASED
Shares141,932 from 125,751
Change+16,181 (+13%)
Value$2.4M (-$163.8K)
Filed 2026-10-14
Penobscot Wealth Management
INCREASED
Shares131,976 from 122,247
Change+9,729 (+8%)
Value$2.2M (-$261.3K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares130,550 from 130,705
Change-155 (0%)
Value$2.2M (-$458.8K)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares129,495 from 128,594
Change+901 (+1%)
Value$2.2M (-$433.5K)
Filed 2026-11-04
Unique Wealth, LLC
DECREASED
Shares126,822 from 129,074
Change-2,252 (-2%)
Value$2.2M (-$488.8K)
Filed 2026-10-16
Biltmore Family Office, LLC
INCREASED
Shares101,677 from 29,177
Change+72,500 (+248%)
Value$1.7M (+$1.1M)
Filed 2026-11-03
Guidance Capital, Inc
DECREASED
Shares101,401 from 102,066
Change-665 (-1%)
Value$1.6M (-$277.9K)
Filed 2026-11-03
Factor Wealth Management LTD
DECREASED
Shares89,829 from 90,901
Change-1,072 (-1%)
Value$1.5M (-$335.5K)
Filed 2026-10-08
Moller Wealth Partners
INCREASED
Shares82,877 from 70,924
Change+11,953 (+17%)
Value$1.4M (-$44.3K)
Filed 2026-10-15
Washington Growth Strategies LLC
DECREASED
Shares73,431 from 73,648
Change-217 (0%)
Value$1.2M (-$260.7K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares73,082 from 70,841
Change+2,241 (+3%)
Value$1.2M (-$209.1K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares65,342 from 64,181
Change+1,161 (+2%)
Value$1.1M (-$204.3K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares61,586 from 49,973
Change+11,613 (+23%)
Value$1.0M (+$23.0K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares60,825 from 58,495
Change+2,330 (+4%)
Value$1.0M (-$164.6K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares60,213 from 57,740
Change+2,473 (+4%)
Value$1.0M (-$159.5K)
Filed 2026-11-06
Instrumental Wealth, LLC
INCREASED
Shares57,444 from 51,208
Change+6,236 (+12%)
Value$976.6K (-$72.7K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
INCREASED
Shares56,286 from 19,786
Change+36,500 (+184%)
Value$956.9K (+$551.4K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED
Shares51,941 from 45,148
Change+6,793 (+15%)
Value$883.0K (-$42.1K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares51,916 from 52,435
Change-519 (-1%)
Value$882.6K (-$191.8K)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares51,152 from 88,828
Change-37,676 (-42%)
Value$869.6K (-$950.5K)
Filed 2026-10-21
Schuylkill Financial LLC
INCREASED
Shares50,704 from 36,772
Change+13,932 (+38%)
Value$862.0K (+$108.5K)
Filed 2026-10-21
Simplex Trading, LLC
INCREASED
Shares50,672 from 38,364
Change+12,308 (+32%)
Value$861.4K (+$75.3K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares49,750 from 47,009
Change+2,741 (+6%)
Value$845.8K (-$117.5K)
Filed 2026-10-21
Cardinal Point Capital Management ULC
INCREASED
Shares49,243 from 48,133
Change+1,110 (+2%)
Value$837.1K (-$149.1K)
Filed 2026-10-21
Thrivent Financial for Lutherans
DECREASED
Shares49,201 from 49,745
Change-544 (-1%)
Value$829.0K (+$828.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares48,994 from 70,314
Change-21,320 (-30%)
Value$825.1K (-$593.9K)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED
Shares48,660 from 45,560
Change+3,100 (+7%)
Value$827.2K (-$106.3K)
Filed 2026-10-05
Cordoba Advisory Partners LLC
DECREASED
Shares46,382 from 46,918
Change-536 (-1%)
Value$788.5K (-$172.9K)
Filed 2026-10-19
Johnson Financial Group, LLC
INCREASED
Shares44,243 from 43,248
Change+995 (+2%)
Value$752.1K (-$134.0K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares43,679 from 49,404
Change-5,725 (-12%)
Value$742.5K (-$269.7K)
Filed 2026-10-27
Imc-Chicago, LLC
INCREASED
Shares43,436 from 26,038
Change+17,398 (+67%)
Value$738.4K (+$204.9K)
Filed 2026-11-05
KFG Wealth Management, LLC
INCREASED
Shares41,974 from 35,671
Change+6,303 (+18%)
Value$713.6K (-$17.3K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares39,744 from 37,094
Change+2,650 (+7%)
Value$680.4K (-$33.6K)
Filed 2026-10-13
Apella Capital, LLC
DECREASED
Shares39,708 from 41,428
Change-1,720 (-4%)
Value$687.4K (-$113.4K)
Filed 2026-10-08
Archer Investment Management, LLC
INCREASED
Shares39,501 from 37,688
Change+1,813 (+5%)
Value$671.5K (-$100.7K)
Filed 2026-10-13
Avid Wealth Partners LLC
NEW
Shares37,878
Change+37,878
Value$643.9K
Filed 2026-11-03
Mandatum Life Insurance Co Ltd
INCREASED
Shares33,658 from 29,169
Change+4,489 (+15%)
Value$572.2K (-$25.5K)
Filed 2026-11-06
Outlook Wealth Advisors, LLC
INCREASED
Shares33,570 from 24,218
Change+9,352 (+39%)
Value$570.7K (+$72.7K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares32,208 from 22,495
Change+9,713 (+43%)
Value$547.5K (+$86.6K)
Filed 2026-10-21
Vontobel Holding Ltd.
NEW
Shares32,145
Change+32,145
Value$546.5K
Filed 2026-10-16
Point Windward Advisors Inc.
INCREASED
Shares31,245 from 29,490
Change+1,755 (+6%)
Value$531.2K (-$73.1K)
Filed 2026-11-06
Associated Banc-Corp
UNCHANGED
Shares30,659 from 30,659
Change0 (0%)
Value$521.2K (-$107.0K)
Filed 2026-10-30
Community Financial Services Group, LLC
DECREASED
Shares30,603 from 31,785
Change-1,182 (-4%)
Value$515.4K (-$126.1K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares29,495 from 35,191
Change-5,696 (-16%)
Value$496.8K (-$213.8K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares28,672 from 22,328
Change+6,344 (+28%)
Value$487.4K (+$29.9K)
Filed 2026-10-22
Capital Investment Counsel, LLC
INCREASED
Shares26,773 from 12,883
Change+13,890 (+108%)
Value$455.1K (+$191.2K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares26,116 from 25,778
Change+338 (+1%)
Value$444.0K (-$84.2K)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares25,500 from 25,500
Change0 (0%)
Value$433.5K (-$89.0K)
Filed 2026-10-26
Junk Investment Group, LLC
INCREASED
Shares25,422 from 23,897
Change+1,525 (+6%)
Value$432.2K (-$57.5K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares24,926 from 11,336
Change+13,590 (+120%)
Value$423.7K (+$191.5K)
Filed 2026-10-29
SteelPeak Wealth, LLC
INCREASED
Shares24,275 from 24,175
Change+100 (+0%)
Value$412.7K (-$82.7K)
Filed 2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED
Shares23,675 from 23,675
Change0 (0%)
Value$485.1K ($0)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
UNCHANGED
Shares23,617 from 23,617
Change0 (0%)
Value$401.5K (-$82.4K)
Filed 2026-10-21
WBH Advisory Inc
INCREASED
Shares23,254 from 22,823
Change+431 (+2%)
Value$395.3K (-$72.3K)
Filed 2026-11-05
Blvd Private Wealth, LLC
UNCHANGED
Shares22,664 from 22,664
Change0 (0%)
Value$385.3K (-$79.1K)
Filed 2026-10-14
Chesley Taft & Associates LLC
UNCHANGED
Shares22,501 from 22,501
Change0 (0%)
Value$382.5K (-$78.5K)
Filed 2026-10-13
Heritage Investors Management Corp
INCREASED
Shares22,424 from 16,184
Change+6,240 (+39%)
Value$381 (-$331.6K)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares21,177 from 14,250
Change+6,927 (+49%)
Value$360.0K (+$68.0K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares21,033 from 22,745
Change-1,712 (-8%)
Value$357.6K (-$101.4K)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares20,721 from 43,044
Change-22,323 (-52%)
Value$352.3K (-$529.7K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares20,033 from 21,638
Change-1,605 (-7%)
Value$340.6K (-$102.8K)
Filed 2026-10-28
Paragon Capital Management Ltd
INCREASED
Shares19,862 from 19,861
Change+1 (+0%)
Value$337.6K (-$69.3K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares19,705 from 17,305
Change+2,400 (+14%)
Value$335.0K (-$19.6K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares19,284 from 18,072
Change+1,212 (+7%)
Value$327.8K (-$42.5K)
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares19,006 from 18,191
Change+815 (+4%)
Value$323.1K (-$49.6K)
Filed 2026-11-03
Obermeyer Wealth Partners
DECREASED
Shares18,920 from 19,783
Change-863 (-4%)
Value$321.6K (-$83.7K)
Filed 2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED
Shares18,826 from 19,575
Change-749 (-4%)
Value$320.0K (-$81.0K)
Filed 2026-10-23
Lpwm LLC
UNCHANGED
Shares18,309 from 18,309
Change0 (0%)
Value$311.3K (-$63.9K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares18,086 from 9,846
Change+8,240 (+84%)
Value$307.5K (+$105.7K)
Filed 2026-10-14
Urban Wealth Management, LLC
NEW
Shares17,541
Change+17,541
Value$298.2K
Filed 2026-10-21
Sharkey, Howes & Javer
INCREASED
Shares17,540 from 17,317
Change+223 (+1%)
Value$298.2K (-$56.6K)
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares16,868 from 16,868
Change0 (0%)
Value$286.8K (-$58.9K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares16,729
Change+16,729
Value$284.4K
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares16,356 from 11,508
Change+4,848 (+42%)
Value$278.1K (+$42.3K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares16,024 from 14,074
Change+1,950 (+14%)
Value$272.4K (-$16.0K)
Filed 2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED
Shares15,685 from 15,685
Change0 (0%)
Value$266.6K (-$54.7K)
Filed 2026-10-16
Parkside Financial Bank & Trust
DECREASED
Shares14,776 from 15,047
Change-271 (-2%)
Value$251.2K (-$57.1K)
Filed 2026-10-27
Uhlmann Price Securities, LLC
UNCHANGED
Shares14,727 from 14,727
Change0 (0%)
Value$250.4K (-$51.4K)
Filed 2026-11-03
Baron Financial Group, LLC
INCREASED
Shares14,475 from 12,355
Change+2,120 (+17%)
Value$246.1K (-$7.1K)
Filed 2026-10-09
BAR Harbor Wealth Management
INCREASED
Shares14,369 from 14,273
Change+96 (+1%)
Value$244.3K (-$48.2K)
Filed 2026-10-21
MGO One Seven LLC
NEW
Shares14,007
Change+14,007
Value$238.1K
Filed 2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED
Shares13,894 from 13,894
Change0 (0%)
Value$236.2K (-$48.5K)
Filed 2026-11-03
SigFig Wealth Management, LLC
INCREASED
Shares13,833 from 11,920
Change+1,913 (+16%)
Value$235.2K (-$1.8K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
DECREASED
Shares13,758 from 34,917
Change-21,159 (-61%)
Value$233.9K (-$481.6K)
Filed 2026-10-26
Finley Financial, LLC
INCREASED
Shares13,650 from 5,000
Change+8,650 (+173%)
Value$229.9K (+$127.4K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares13,586 from 12,353
Change+1,233 (+10%)
Value$231.0K (-$22.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
NEW
Shares13,462
Change+13,462
Value$228.9K
Filed 2026-11-06
Sage Financial Group Inc
INCREASED
Shares13,443 from 13,341
Change+102 (+1%)
Value$228.5K (-$44.8K)
Filed 2026-10-27
Money Concepts Capital Corp
INCREASED
Shares13,245 from 13,195
Change+50 (+0%)
Value$225.2K (-$45.2K)
Filed 2026-11-06
Shepherd Financial Partners LLC
INCREASED
Shares13,180 from 12,913
Change+267 (+2%)
Value$224.1K (-$40.5K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares13,093 from 13,093
Change0 (0%)
Value$222.6K (-$45.7K)
Filed 2026-10-27
Financial Planning Fort Collins, LLC
UNCHANGED
Shares12,785 from 12,785
Change0 (0%)
Value$217.3K (-$29.8K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares12,311 from 13,440
Change-1,129 (-8%)
Value$209.3K (-$66.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares12,099 from 14,599
Change-2,500 (-17%)
Value$205.7K (-$93.5K)
Filed 2026-11-03
Prospera Financial Services Inc
NEW
Shares11,479
Change+11,479
Value$175.7K
Filed 2026-11-04
Investmark Advisory Group LLC
DECREASED
Shares11,285 from 11,567
Change-282 (-2%)
Value$191.9K (-$45.1K)
Filed 2026-10-27
Montecito Bank & Trust
UNCHANGED
Shares11,149 from 11,149
Change0 (0%)
Value$189.5K (-$38.9K)
Filed 2026-10-01
Brookstone Capital Management
DECREASED
Shares10,955 from 10,989
Change-34 (0%)
Value$186.2K (-$38.9K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares10,949 from 12,782
Change-1,833 (-14%)
Value$186.1K (-$75.8K)
Filed 2026-10-30
Pine Haven Investment Counsel, Inc
INCREASED
Shares10,730 from 10,685
Change+45 (+0%)
Value$182.4K (-$36.5K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares10,668 from 10,668
Change0 (0%)
Value$181.4K (-$37.2K)
Filed 2026-10-16
Investment Partners Asset Management, Inc.
UNCHANGED
Shares10,503 from 10,503
Change0 (0%)
Value$178.6K (-$36.7K)
Filed 2026-10-09
Mountain Capital Investment Advisors Inc.
NEW
Shares10,267
Change+10,267
Value$174.5K
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED
Shares10,264 from 11,564
Change-1,300 (-11%)
Value$174.8K (-$62.2K)
Filed 2026-11-05
Aufman Associates Inc
DECREASED
Shares10,193 from 10,267
Change-74 (-1%)
Value$173.3K (-$37.1K)
Filed 2026-11-04
Compound Planning, Inc.
NEW
Shares10,178
Change+10,178
Value$173.0K
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares10,048 from 11,205
Change-1,157 (-10%)
Value$170.8K (-$58.8K)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares10,022 from 10,022
Change0 (0%)
Value$170.4K (-$31.9K)
Filed 2026-10-09
Howard Capital Management Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$170.0K (-$34.9K)
Filed 2026-10-16
Lewis Asset Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$170.0K (-$34.9K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
NEW
Shares8,760
Change+8,760
Value$148.9K
Filed 2026-10-27
Colony Family Offices, LLC
UNCHANGED
Shares8,528 from 8,528
Change0 (0%)
Value$145.0K (-$29.8K)
Filed 2026-10-22
Cdkv Holdings LLC
DECREASED
Shares7,017 from 7,151
Change-134 (-2%)
Value$119.3K (-$27.2K)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$119.0K (-$24.4K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares6,692 from 22,343
Change-15,651 (-70%)
Value$113.8K (-$344.0K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares6,094 from 8,379
Change-2,285 (-27%)
Value$103.6K (-$68.1K)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares5,960 from 5,960
Change0 (0%)
Value$101.3K (-$20.8K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares5,443 from 3,416
Change+2,027 (+59%)
Value$92.5K (+$22.5K)
Filed 2026-11-05
Financial Perspectives, Inc
UNCHANGED
Shares5,146 from 5,146
Change0 (0%)
Value$87.5K (-$18.0K)
Filed 2026-11-03
Wormser Freres Gestion
DECREASED
Shares5,122 from 52,235
Change-47,113 (-90%)
Value$87.1K (-$974.5K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
DECREASED
Shares5,021 from 1,897,510
Change-1,892,489 (-100%)
Value$85.4K (-$38.8M)
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares4,899 from 5,173
Change-274 (-5%)
Value$83.3K (-$22.7K)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares4,745 from 4,845
Change-100 (-2%)
Value$80.7K (-$18.6K)
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares3,987 from 3,987
Change0 (0%)
Value$67.8K (-$13.9K)
Filed 2026-11-06
Asset Dedication, LLC
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$62.2K (-$12.8K)
Filed 2026-11-03
Sage Mountain Advisors LLC
UNCHANGED
Shares3,414 from 3,414
Change0 (0%)
Value$58.0K (-$11.9K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares3,199 from 1,578
Change+1,621 (+103%)
Value$54.4K (+$22.1K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares3,191
Change+3,191
Value$54.2K
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares3,169 from 169
Change+3,000 (+1775%)
Value$53.9K (+$50.4K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares3,030 from 3,217
Change-187 (-6%)
Value$51.5K (-$14.4K)
Filed 2026-11-03
Pacific Center for Financial Services
UNCHANGED
Shares2,941 from 2,941
Change0 (0%)
Value$50.0K (-$10.3K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares2,833 from 2,480
Change+353 (+14%)
Value$48.2K (-$2.7K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$47.2K (-$9.7K)
Filed 2026-10-09
Jnba Financial Advisors
INCREASED
Shares2,753 from 2,253
Change+500 (+22%)
Value$46.8K (+$637)
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares2,693 from 2,693
Change0 (0%)
Value$45.8K (-$9.4K)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares2,612 from 1,522
Change+1,090 (+72%)
Value$44.4K (+$13.2K)
Filed 2026-10-08
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$44.2K (-$9.1K)
Filed 2026-10-28
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares2,552 from 2,258
Change+294 (+13%)
Value$43.4K (-$2.9K)
Filed 2026-10-07
TD Private Client Wealth LLC
INCREASED
Shares2,538 from 1,570
Change+968 (+62%)
Value$43.1K (+$11.0K)
Filed 2026-10-28
Olistico Wealth, LLC
UNCHANGED
Shares2,418 from 2,418
Change0 (0%)
Value$41.1K (-$8.4K)
Filed 2026-10-05
Private Wealth Management Group, LLC
NEW
Shares2,404
Change+2,404
Value$40.9K
Filed 2026-10-19
Gen-Wealth Partners Inc
DECREASED
Shares2,277 from 2,447
Change-170 (-7%)
Value$38.7K (-$11.4K)
Filed 2026-11-04
Adirondack Trust Co
UNCHANGED
Shares2,213 from 2,213
Change0 (0%)
Value$37.6K (-$7.7K)
Filed 2026-10-14
Alpine Bank Wealth Management
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$37.4K (-$7.7K)
Filed 2026-10-16
Kentucky Trust Co
INCREASED
Shares2,080 from 930
Change+1,150 (+124%)
Value$35.4K (+$16.3K)
Filed 2026-10-15
Horizons Wealth Management
NEW
Shares2,045
Change+2,045
Value$34.8K
Filed 2026-10-05
PFS Partners, LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$34.7K (-$7.1K)
Filed 2026-10-21
Community Bank, N.A.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$34.0K (-$7.0K)
Filed 2026-11-06
Manchester Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$33.6K (-$7.4K)
Filed 2026-10-22
CX Institutional
DECREASED
Shares1,992 from 2,597
Change-605 (-23%)
Value$34 (-$19)
Filed 2026-10-02
Barclays PLC
DECREASED
Shares1,969 from 2,089
Change-120 (-6%)
Value$33.5K (-$9.3K)
Filed 2026-11-06
Byrne Asset Management LLC
DECREASED
Shares1,755 from 2,955
Change-1,200 (-41%)
Value$29.6K (-$31.0K)
Filed 2026-10-06
Y.D. More Investments Ltd
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$28.9K (-$5.9K)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$27.6K (-$5.7K)
Filed 2026-10-14
Aspect Partners, LLC
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$20.5K (-$4.2K)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$20.4K (-$4.2K)
Filed 2026-10-23
Clean Yield Group
INCREASED
Shares1,138 from 900
Change+238 (+26%)
Value$19.3K (+$905)
Filed 2026-10-28
Lynch Investment Planning, LLC
NEW
Shares1,130
Change+1,130
Value$19.2K
Filed 2026-10-27
Carolina Wealth Advisors, LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$18.6K (-$3.8K)
Filed 2026-10-23
Thompson Investment Management, Inc.
INCREASED
Shares1,003 from 986
Change+17 (+2%)
Value$17.1K (-$3.2K)
Filed 2026-10-14
Bangor Savings Bank
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$15.0K (-$3.1K)
Filed 2026-10-06
RHL Group, LLC
DECREASED
Shares884 from 2,063
Change-1,179 (-57%)
Value$15.0K (-$26.2K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares831 from 274
Change+557 (+203%)
Value$14.1K (+$8.5K)
Filed 2026-10-20
Breakwater Investment Management
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$13.0K (-$2.7K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$12.8K (-$2.6K)
Filed 2026-11-02
Armor Investment Advisors, LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$12.7K (-$2.6K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$12.6K (-$2.6K)
Filed 2026-10-26
Peterson Wealth Services
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$12.4K (-$2.5K)
Filed 2026-10-26
EPG Wealth Management LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$11.9K (-$2.4K)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$10.6K (-$2.2K)
Filed 2026-10-07
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$10.3K (-$2.1K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares600 from 26,128
Change-25,528 (-98%)
Value$10.2K (-$525.2K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$9.9K (-$2.0K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$9.4K (-$1.9K)
Filed 2026-10-22
North Star Investment Management Corp.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$9.0K (-$1.9K)
Filed 2026-10-27
Highline Wealth Partners LLC
NEW
Shares525
Change+525
Value$8.9K
Filed 2026-10-19
United Financial Planning Group LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$8.7K (-$1.8K)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$8.5K (-$1.7K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares461
Change+461
Value$7.8K
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$7.7K (-$1.6K)
Filed 2026-10-26
Pittenger & Anderson Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$6.8K (-$1.4K)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares374
Change+374
Value$6.4K
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$6.0K (-$1.2K)
Filed 2026-11-05
CrossGen Wealth, LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$5.8K (-$1.2K)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$5.3K (-$1.1K)
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$5.3K (-$1.1K)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.1K (-$1.0K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$4.9K (-$1.0K)
Filed 2026-10-16
Kennebec Savings Bank
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$4.7K (-$974)
Filed 2026-10-22
MV Capital Management, Inc.
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$4.5K (-$922)
Filed 2026-10-29
Concord Wealth Partners
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$4.5K (-$917)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares251 from 282
Change-31 (-11%)
Value$4.3K (-$1.5K)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.4K (-$698)
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$3.2K (-$664)
Filed 2026-10-23
West Branch Capital LLC
NEW
Shares178
Change+178
Value$3.0K
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares161
Change+161
Value$2.7K
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$2.7K (-$558)
Filed 2026-10-22
Financial Management Professionals, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.6K (-$524)
Filed 2026-10-23
Bear Mountain Capital, Inc.
DECREASED
Shares123 from 138
Change-15 (-11%)
Value$2.0K (-$622)
Filed 2026-11-04
Putney Financial Group LLC
NEW
Shares112
Change+112
Value$1.9K
Filed 2026-10-30
Signature Equity Partners, LLC
NEW
Shares109
Change+109
Value$1.9K
Filed 2026-10-29
Hager Investment Management Services, LLC
INCREASED
Shares103 from 45
Change+58 (+129%)
Value$1.8K (+$829)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.7K (-$349)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares94
Change+94
Value$1.6K
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares75
Change+75
Value$1.3K
Filed 2026-10-30
Planning Strategies Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$986 (-$202)
Filed 2026-10-02
Eastern Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$850 (-$175)
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$850 (-$175)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares46 from 10
Change+36 (+360%)
Value$789 (+$584)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares45
Change+45
Value$765
Filed 2026-11-04
Balentine LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$748 (-$154)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$680 (-$140)
Filed 2026-10-20
Hanson & Doremus Investment Management
DECREASED
Shares33 from 336
Change-303 (-90%)
Value$1 (-$6)
Filed 2026-10-16
Key Capital Management, Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$459 (-$94)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$340 (-$70)
Filed 2026-10-26
Go Invest LLC
NEW
Shares17
Change+17
Value$282
Filed 2026-10-09
Centerpoint Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$0 ($0)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$187 (-$38)
Filed 2026-10-13
Albion Financial Group
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$170 (-$35)
Filed 2026-10-21
Your Advocates Ltd., LLP
INCREASED
Shares9 from 6
Change+3 (+50%)
Value$149 (+$32)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
NEW
Shares8
Change+8
Value$136
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$85 (-$18)
Filed 2026-11-05
Viewpoint Capital Management LLC
NEW
Shares2
Change+2
Value$35
Filed 2026-10-27
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$12 (-$3)
Filed 2026-11-04
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 1,348,280
Change-1,348,280 (-100%)
Value$0 (-$27.6M)
Filed 2026-10-20
Krilogy Financial LLC
CLOSED
Shares0 from 408,140
Change-408,140 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-13
Florin Court Capital LLP
CLOSED
Shares0 from 271,979
Change-271,979 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-02
Point Nemo Capital, LLC
CLOSED
Shares0 from 257,156
Change-257,156 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-03
Baker Avenue Asset Management, LP
CLOSED
Shares0 from 199,993
Change-199,993 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-06
Cidel Asset Management Inc
CLOSED
Shares0 from 125,000
Change-125,000 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-29
Wagner Wealth Management, Corp
CLOSED
Shares0 from 93,239
Change-93,239 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-20
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 46,076
Change-46,076 (-100%)
Value$0 (-$944.1K)
Filed 2026-10-26
Ehrlich Financial Group
CLOSED
Shares0 from 36,732
Change-36,732 (-100%)
Value$0 (-$752.6K)
Filed 2026-10-20
Moulton Wealth Management, Inc
CLOSED
Shares0 from 26,326
Change-26,326 (-100%)
Value$0 (-$539.7K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 16,795
Change-16,795 (-100%)
Value$0 (-$344.1K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 16,355
Change-16,355 (-100%)
Value$0 (-$335.1K)
Filed 2026-10-16
LVW Advisors, LLC
CLOSED
Shares0 from 13,348
Change-13,348 (-100%)
Value$0 (-$273.5K)
Filed 2026-10-19
Worth Asset Management, LLC
CLOSED
Shares0 from 12,309
Change-12,309 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-07
Global View Capital Management LLC
CLOSED
Shares0 from 10,896
Change-10,896 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-28
Bond & Devick Financial Network, Inc.
CLOSED
Shares0 from 9,930
Change-9,930 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
CLOSED
Shares0 from 9,862
Change-9,862 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-27
Friedenthal Financial
CLOSED
Shares0 from 8,531
Change-8,531 (-100%)
Value$0 (-$174.8K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 8,095
Change-8,095 (-100%)
Value$0 (-$165.9K)
Filed 2026-10-29
NBT Bank, N.A.
CLOSED
Shares0 from 5,340
Change-5,340 (-100%)
Value$0 (-$109.4K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,109
Change-3,109 (-100%)
Value$0 (-$57.6K)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 2,365
Change-2,365 (-100%)
Value$0 (-$41.2K)
Filed 2026-11-04
First United Bank & Trust
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-22
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,163
Change-1,163 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-28
eCIO, Inc.
CLOSED
Shares0 from 437
Change-437 (-100%)
Value$0 (-$9.0K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 329
Change-329 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-15
Entrust Financial LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$249)
Filed 2026-10-27
Tsfg, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 4,297,777
Change-4,297,777 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,923,968
Change-2,923,968 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,787,180
Change-2,787,180 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,683,221
Change-2,683,221 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,254,590
Change-2,254,590 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,219,739
Change-2,219,739 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,887,946
Change-1,887,946 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,284,619
Change-1,284,619 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,161,023
Change-1,161,023 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 937,010
Change-937,010 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 871,310
Change-871,310 (-100%)
Value—
Allianz SE
N/A
Shares— from 831,803
Change-831,803 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 703,412
Change-703,412 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 646,671
Change-646,671 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 578,698
Change-578,698 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 552,240
Change-552,240 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 417,080
Change-417,080 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 380,820
Change-380,820 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 341,872
Change-341,872 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 337,136
Change-337,136 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 335,050
Change-335,050 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 325,862
Change-325,862 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 295,177
Change-295,177 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 271,592
Change-271,592 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 241,028
Change-241,028 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 237,401
Change-237,401 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 235,597
Change-235,597 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 234,518
Change-234,518 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 223,450
Change-223,450 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 222,350
Change-222,350 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 213,980
Change-213,980 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 202,054
Change-202,054 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 195,445
Change-195,445 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 193,000
Change-193,000 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 176,113
Change-176,113 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 169,236
Change-169,236 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 166,883
Change-166,883 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 163,268
Change-163,268 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 156,000
Change-156,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 147,826
Change-147,826 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 133,548
Change-133,548 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 132,305
Change-132,305 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 130,223
Change-130,223 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 124,382
Change-124,382 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 116,374
Change-116,374 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 115,800
Change-115,800 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 109,754
Change-109,754 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 109,541
Change-109,541 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 101,900
Change-101,900 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 99,333
Change-99,333 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 88,720
Change-88,720 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 82,000
Change-82,000 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 77,999
Change-77,999 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 76,132
Change-76,132 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 74,348
Change-74,348 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 74,256
Change-74,256 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 72,312
Change-72,312 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 71,612
Change-71,612 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 69,609
Change-69,609 (-100%)
Value—
EFG International AG
N/A
Shares— from 66,563
Change-66,563 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 65,469
Change-65,469 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 64,565
Change-64,565 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 64,220
Change-64,220 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 62,265
Change-62,265 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 58,465
Change-58,465 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 57,508
Change-57,508 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 57,102
Change-57,102 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 53,221
Change-53,221 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 52,519
Change-52,519 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 52,344
Change-52,344 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 52,278
Change-52,278 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 51,952
Change-51,952 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,385
Change-49,385 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 49,290
Change-49,290 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 48,538
Change-48,538 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 48,045
Change-48,045 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 46,065
Change-46,065 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 45,927
Change-45,927 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 44,208
Change-44,208 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 43,042
Change-43,042 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 42,120
Change-42,120 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 41,876
Change-41,876 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 40,986
Change-40,986 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 40,663
Change-40,663 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 39,972
Change-39,972 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 38,577
Change-38,577 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 37,787
Change-37,787 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 37,315
Change-37,315 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 37,269
Change-37,269 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 36,876
Change-36,876 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 35,127
Change-35,127 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 34,105
Change-34,105 (-100%)
Value—
Blair William & Co
N/A
Shares— from 32,741
Change-32,741 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,336
Change-32,336 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 32,002
Change-32,002 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 31,728
Change-31,728 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,366
Change-31,366 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 31,304
Change-31,304 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 30,966
Change-30,966 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 30,470
Change-30,470 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 29,382
Change-29,382 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 29,234
Change-29,234 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 28,152
Change-28,152 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 27,650
Change-27,650 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 27,023
Change-27,023 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 26,088
Change-26,088 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,566
Change-25,566 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 25,462
Change-25,462 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 24,911
Change-24,911 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,371
Change-23,371 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 22,737
Change-22,737 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 21,945
Change-21,945 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 21,754
Change-21,754 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,609
Change-21,609 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 21,433
Change-21,433 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 20,831
Change-20,831 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 20,808
Change-20,808 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,677
Change-20,677 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 20,446
Change-20,446 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 20,354
Change-20,354 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 20,175
Change-20,175 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 19,851
Change-19,851 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 19,773
Change-19,773 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,712
Change-19,712 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 19,557
Change-19,557 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 19,276
Change-19,276 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 19,223
Change-19,223 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 19,113
Change-19,113 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 18,324
Change-18,324 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 17,850
Change-17,850 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 17,689
Change-17,689 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 17,441
Change-17,441 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 17,420
Change-17,420 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 17,075
Change-17,075 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 16,601
Change-16,601 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
&partners
N/A
Shares— from 16,001
Change-16,001 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,573
Change-15,573 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 15,365
Change-15,365 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,037
Change-15,037 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 14,505
Change-14,505 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,399
Change-14,399 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,662
Change-13,662 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 13,654
Change-13,654 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,219
Change-13,219 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 13,052
Change-13,052 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 13,032
Change-13,032 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 11,976
Change-11,976 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 10,728
Change-10,728 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,643
Change-10,643 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 10,596
Change-10,596 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 9,972
Change-9,972 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 9,361
Change-9,361 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,204
Change-9,204 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 8,071
Change-8,071 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7,410
Change-7,410 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 897
Change-897 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 879
Change-879 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 526
Change-526 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 502
Change-502 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 420
Change-420 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 400
Change-400 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 250
Change-250 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 193
Change-193 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Meitav Investment House LTD
UNCHANGED1,502,0001,502,00000%$30.8M$25.5M-$5.2M2026-10-28
Citigroup Inc
INCREASED930,603193,252+737,351+382%$4.0M$15.8M+$11.9M2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED619,000619,00000%$12.7M$12.7M$02026-10-15
Agur Provident & Training Funds Management LTD
UNCHANGED537,000537,00000%$103.5K$91.3K-$12.2K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED498,259517,206-18,947-4%$10.6M$8.5M-$2.1M2026-10-22
Commonwealth Equity Services, LLC
DECREASED466,397740,741-274,344-37%$15.2M$7.9M-$7.2M2026-11-02
MinichMacGregor Wealth Management, LLC
DECREASED290,733763,863-473,130-62%$15.7M$4.9M-$10.7M2026-10-14
IFP Advisors, Inc
INCREASED212,487180,531+31,956+18%$3.7M$3.6M-$86.8K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED206,875162,178+44,697+28%$3.3M$3.5K-$3.3M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED205,257399,699-194,442-49%$8.2M$3.5K-$8.2M2026-11-02
Park Avenue Securities LLC
INCREASED170,221162,716+7,505+5%$3.3M$2.9K-$3.3M2026-10-26
Tepp RIA, LLC
INCREASED141,932125,751+16,181+13%$2.6M$2.4M-$163.8K2026-10-14
Penobscot Wealth Management
INCREASED131,976122,247+9,729+8%$2.5M$2.2M-$261.3K2026-10-21
Creative Planning
DECREASED130,550130,705-1550%$2.7M$2.2M-$458.8K2026-11-02
Keybank National Association
INCREASED129,495128,594+901+1%$2.6M$2.2M-$433.5K2026-11-04
Unique Wealth, LLC
DECREASED126,822129,074-2,252-2%$2.6M$2.2M-$488.8K2026-10-16
Biltmore Family Office, LLC
INCREASED101,67729,177+72,500+248%$597.8K$1.7M+$1.1M2026-11-03
Guidance Capital, Inc
DECREASED101,401102,066-665-1%$1.9M$1.6M-$277.9K2026-11-03
Factor Wealth Management LTD
DECREASED89,82990,901-1,072-1%$1.9M$1.5M-$335.5K2026-10-08
Moller Wealth Partners
INCREASED82,87770,924+11,953+17%$1.5M$1.4M-$44.3K2026-10-15
Washington Growth Strategies LLC
DECREASED73,43173,648-2170%$1.5M$1.2M-$260.7K2026-10-19
Lido Advisors, LLC
INCREASED73,08270,841+2,241+3%$1.5M$1.2M-$209.1K2026-11-04
Truist Financial Corp
INCREASED65,34264,181+1,161+2%$1.3M$1.1M-$204.3K2026-10-30
Kestra Advisory Services, LLC
INCREASED61,58649,973+11,613+23%$1.0M$1.0M+$23.0K2026-11-02
Bank of New York Mellon Corp
INCREASED60,82558,495+2,330+4%$1.2M$1.0M-$164.6K2026-11-05
Merit Financial Group, LLC
INCREASED60,21357,740+2,473+4%$1.2M$1.0M-$159.5K2026-11-06
Instrumental Wealth, LLC
INCREASED57,44451,208+6,236+12%$1.0M$976.6K-$72.7K2026-10-20
Wilmington Savings Fund Society, FSB
INCREASED56,28619,786+36,500+184%$405.4K$956.9K+$551.4K2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED51,94145,148+6,793+15%$925.1K$883.0K-$42.1K2026-11-02
PNC Financial Services Group, Inc.
DECREASED51,91652,435-519-1%$1.1M$882.6K-$191.8K2026-11-06
Assetmark, Inc
DECREASED51,15288,828-37,676-42%$1.8M$869.6K-$950.5K2026-10-21
Schuylkill Financial LLC
INCREASED50,70436,772+13,932+38%$753.5K$862.0K+$108.5K2026-10-21
Simplex Trading, LLC
INCREASED50,67238,364+12,308+32%$786.1K$861.4K+$75.3K2026-11-04
Trust Co of Vermont
INCREASED49,75047,009+2,741+6%$963.2K$845.8K-$117.5K2026-10-21
Cardinal Point Capital Management ULC
INCREASED49,24348,133+1,110+2%$986.2K$837.1K-$149.1K2026-10-21
Thrivent Financial for Lutherans
DECREASED49,20149,745-544-1%$1.0K$829.0K+$828.0K2026-11-05
International Assets Investment Management, LLC
DECREASED48,99470,314-21,320-30%$1.4M$825.1K-$593.9K2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED48,66045,560+3,100+7%$933.5K$827.2K-$106.3K2026-10-05
Cordoba Advisory Partners LLC
DECREASED46,38246,918-536-1%$961.4K$788.5K-$172.9K2026-10-19
Johnson Financial Group, LLC
INCREASED44,24343,248+995+2%$886.2K$752.1K-$134.0K2026-11-03
Lynx Investment Advisory
DECREASED43,67949,404-5,725-12%$1.0M$742.5K-$269.7K2026-10-27
Imc-Chicago, LLC
INCREASED43,43626,038+17,398+67%$533.5K$738.4K+$204.9K2026-11-05
KFG Wealth Management, LLC
INCREASED41,97435,671+6,303+18%$730.9K$713.6K-$17.3K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED39,74437,094+2,650+7%$714.1K$680.4K-$33.6K2026-10-13
Apella Capital, LLC
DECREASED39,70841,428-1,720-4%$800.8K$687.4K-$113.4K2026-10-08
Archer Investment Management, LLC
INCREASED39,50137,688+1,813+5%$772.2K$671.5K-$100.7K2026-10-13
Avid Wealth Partners LLC
NEW37,878—+37,878——$643.9K—2026-11-03
Mandatum Life Insurance Co Ltd
INCREASED33,65829,169+4,489+15%$597.7K$572.2K-$25.5K2026-11-06
Outlook Wealth Advisors, LLC
INCREASED33,57024,218+9,352+39%$498.0K$570.7K+$72.7K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED32,20822,495+9,713+43%$460.9K$547.5K+$86.6K2026-10-21
Vontobel Holding Ltd.
NEW32,145—+32,145——$546.5K—2026-10-16
Point Windward Advisors Inc.
INCREASED31,24529,490+1,755+6%$604.3K$531.2K-$73.1K2026-11-06
Associated Banc-Corp
UNCHANGED30,65930,65900%$628.2K$521.2K-$107.0K2026-10-30
Community Financial Services Group, LLC
DECREASED30,60331,785-1,182-4%$641.4K$515.4K-$126.1K2026-10-15
TD Waterhouse Canada Inc.
DECREASED29,49535,191-5,696-16%$710.6K$496.8K-$213.8K2026-10-16
Perigon Wealth Management, LLC
INCREASED28,67222,328+6,344+28%$457.5K$487.4K+$29.9K2026-10-22
Capital Investment Counsel, LLC
INCREASED26,77312,883+13,890+108%$264.0K$455.1K+$191.2K2026-10-14
Fifth Third Bancorp
INCREASED26,11625,778+338+1%$528.2K$444.0K-$84.2K2026-11-05
Advocate Investing Services LLC
UNCHANGED25,50025,50000%$522.5K$433.5K-$89.0K2026-10-26
Junk Investment Group, LLC
INCREASED25,42223,897+1,525+6%$489.6K$432.2K-$57.5K2026-10-19
Vise Technologies, Inc.
INCREASED24,92611,336+13,590+120%$232.3K$423.7K+$191.5K2026-10-29
SteelPeak Wealth, LLC
INCREASED24,27524,175+100+0%$495.3K$412.7K-$82.7K2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED23,67523,67500%$485.1K$485.1K$02026-10-16
White Lighthouse Investment Management Inc.
UNCHANGED23,61723,61700%$483.9K$401.5K-$82.4K2026-10-21
WBH Advisory Inc
INCREASED23,25422,823+431+2%$467.7K$395.3K-$72.3K2026-11-05
Blvd Private Wealth, LLC
UNCHANGED22,66422,66400%$464.4K$385.3K-$79.1K2026-10-14
Chesley Taft & Associates LLC
UNCHANGED22,50122,50100%$461.0K$382.5K-$78.5K2026-10-13
Heritage Investors Management Corp
INCREASED22,42416,184+6,240+39%$332.0K$381-$331.6K2026-10-29
Parallel Advisors, LLC
INCREASED21,17714,250+6,927+49%$292.0K$360.0K+$68.0K2026-11-03
Horst & Graben Wealth Management LLC
DECREASED21,03322,745-1,712-8%$459.0K$357.6K-$101.4K2026-11-02
VestGen Advisors, LLC
DECREASED20,72143,044-22,323-52%$882.0K$352.3K-$529.7K2026-10-27
Choreo, LLC
DECREASED20,03321,638-1,605-7%$443.4K$340.6K-$102.8K2026-10-28
Paragon Capital Management Ltd
INCREASED19,86219,861+1+0%$407.0K$337.6K-$69.3K2026-10-09
SBI Securities Co., Ltd.
INCREASED19,70517,305+2,400+14%$354.6K$335.0K-$19.6K2026-10-22
Farther Finance Advisors, LLC
INCREASED19,28418,072+1,212+7%$370.3K$327.8K-$42.5K2026-10-08
Brighton Jones LLC
INCREASED19,00618,191+815+4%$372.7K$323.1K-$49.6K2026-11-03
Obermeyer Wealth Partners
DECREASED18,92019,783-863-4%$405.4K$321.6K-$83.7K2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED18,82619,575-749-4%$401.1K$320.0K-$81.0K2026-10-23
Lpwm LLC
UNCHANGED18,30918,30900%$375.2K$311.3K-$63.9K2026-10-20
Focus Financial Network, Inc.
INCREASED18,0869,846+8,240+84%$201.7K$307.5K+$105.7K2026-10-14
Urban Wealth Management, LLC
NEW17,541—+17,541——$298.2K—2026-10-21
Sharkey, Howes & Javer
INCREASED17,54017,317+223+1%$354.8K$298.2K-$56.6K2026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED16,86816,86800%$345.6K$286.8K-$58.9K2026-11-03
StoneX Group Inc.
NEW16,729—+16,729——$284.4K—2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED16,35611,508+4,848+42%$235.8K$278.1K+$42.3K2026-11-04
RFG Advisory, LLC
INCREASED16,02414,074+1,950+14%$288.4K$272.4K-$16.0K2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED15,68515,68500%$321.4K$266.6K-$54.7K2026-10-16
Parkside Financial Bank & Trust
DECREASED14,77615,047-271-2%$308.3K$251.2K-$57.1K2026-10-27
Uhlmann Price Securities, LLC
UNCHANGED14,72714,72700%$301.8K$250.4K-$51.4K2026-11-03
Baron Financial Group, LLC
INCREASED14,47512,355+2,120+17%$253.2K$246.1K-$7.1K2026-10-09
BAR Harbor Wealth Management
INCREASED14,36914,273+96+1%$292.5K$244.3K-$48.2K2026-10-21
MGO One Seven LLC
NEW14,007—+14,007——$238.1K—2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED13,89413,89400%$284.7K$236.2K-$48.5K2026-11-03
SigFig Wealth Management, LLC
INCREASED13,83311,920+1,913+16%$237.0K$235.2K-$1.8K2026-10-07
Flagship Harbor Advisors, LLC
DECREASED13,75834,917-21,159-61%$715.5K$233.9K-$481.6K2026-10-26
Finley Financial, LLC
INCREASED13,6505,000+8,650+173%$102.5K$229.9K+$127.4K2026-10-28
US Bancorp \de\
INCREASED13,58612,353+1,233+10%$253.1K$231.0K-$22.2K2026-11-05
Kestra Private Wealth Services, LLC
NEW13,462—+13,462——$228.9K—2026-11-06
Sage Financial Group Inc
INCREASED13,44313,341+102+1%$273.4K$228.5K-$44.8K2026-10-27
Money Concepts Capital Corp
INCREASED13,24513,195+50+0%$270.4K$225.2K-$45.2K2026-11-06
Shepherd Financial Partners LLC
INCREASED13,18012,913+267+2%$264.6K$224.1K-$40.5K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED13,09313,09300%$268.3K$222.6K-$45.7K2026-10-27
Financial Planning Fort Collins, LLC
UNCHANGED12,78512,78500%$247.1K$217.3K-$29.8K2026-10-16
Integrated Advisors Network LLC
DECREASED12,31113,440-1,129-8%$275.4K$209.3K-$66.1K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED12,09914,599-2,500-17%$299.1K$205.7K-$93.5K2026-11-03
Prospera Financial Services Inc
NEW11,479—+11,479——$175.7K—2026-11-04
Investmark Advisory Group LLC
DECREASED11,28511,567-282-2%$237.0K$191.9K-$45.1K2026-10-27
Montecito Bank & Trust
UNCHANGED11,14911,14900%$228.4K$189.5K-$38.9K2026-10-01
Brookstone Capital Management
DECREASED10,95510,989-340%$225.2K$186.2K-$38.9K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED10,94912,782-1,833-14%$261.9K$186.1K-$75.8K2026-10-30
Pine Haven Investment Counsel, Inc
INCREASED10,73010,685+45+0%$218.9K$182.4K-$36.5K2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED10,66810,66800%$218.6K$181.4K-$37.2K2026-10-16
Investment Partners Asset Management, Inc.
UNCHANGED10,50310,50300%$215.2K$178.6K-$36.7K2026-10-09
Mountain Capital Investment Advisors Inc.
NEW10,267—+10,267——$174.5K—2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED10,26411,564-1,300-11%$236.9K$174.8K-$62.2K2026-11-05
Aufman Associates Inc
DECREASED10,19310,267-74-1%$210.4K$173.3K-$37.1K2026-11-04
Compound Planning, Inc.
NEW10,178—+10,178——$173.0K—2026-11-05
Oppenheimer & Co Inc
DECREASED10,04811,205-1,157-10%$229.6K$170.8K-$58.8K2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED10,02210,02200%$202.2K$170.4K-$31.9K2026-10-09
Howard Capital Management Group, LLC
UNCHANGED10,00010,00000%$204.9K$170.0K-$34.9K2026-10-16
Lewis Asset Management, LLC
UNCHANGED10,00010,00000%$204.9K$170.0K-$34.9K2026-10-14
Laurel Wealth Advisors LLC
NEW8,760—+8,760——$148.9K—2026-10-27
Colony Family Offices, LLC
UNCHANGED8,5288,52800%$174.7K$145.0K-$29.8K2026-10-22
Cdkv Holdings LLC
DECREASED7,0177,151-134-2%$146.5K$119.3K-$27.2K2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED7,0007,00000%$143.4K$119.0K-$24.4K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED6,69222,343-15,651-70%$457.8K$113.8K-$344.0K2026-11-04
First Horizon Corp
DECREASED6,0948,379-2,285-27%$171.7K$103.6K-$68.1K2026-10-26
Mcdonald Partners LLC
UNCHANGED5,9605,96000%$122.1K$101.3K-$20.8K2026-11-03
Rossby Financial, LCC
INCREASED5,4433,416+2,027+59%$70.0K$92.5K+$22.5K2026-11-05
Financial Perspectives, Inc
UNCHANGED5,1465,14600%$105.5K$87.5K-$18.0K2026-11-03
Wormser Freres Gestion
DECREASED5,12252,235-47,113-90%$1.1M$87.1K-$974.5K2026-10-21
Tradewinds Capital Management, LLC
DECREASED5,0211,897,510-1,892,489-100%$38.9M$85.4K-$38.8M2026-10-23
AlphaCore Capital LLC
DECREASED4,8995,173-274-5%$106.0K$83.3K-$22.7K2026-11-04
Spire Wealth Management
DECREASED4,7454,845-100-2%$99.3K$80.7K-$18.6K2026-10-30
Clearstead Advisors, LLC
UNCHANGED3,9873,98700%$81.7K$67.8K-$13.9K2026-11-06
Asset Dedication, LLC
UNCHANGED3,6603,66000%$75.0K$62.2K-$12.8K2026-11-03
Sage Mountain Advisors LLC
UNCHANGED3,4143,41400%$70.0K$58.0K-$11.9K2026-11-02
Buck Wealth Strategies, LLC
INCREASED3,1991,578+1,621+103%$32.3K$54.4K+$22.1K2026-10-28
Jacobi Capital Management LLC
NEW3,191—+3,191——$54.2K—2026-11-05
Harbor Investment Advisory, LLC
INCREASED3,169169+3,000+1775%$3.5K$53.9K+$50.4K2026-10-13
JFS Wealth Advisors, LLC
DECREASED3,0303,217-187-6%$65.9K$51.5K-$14.4K2026-11-03
Pacific Center for Financial Services
UNCHANGED2,9412,94100%$60.3K$50.0K-$10.3K2026-10-15
Private Trust Co NA
INCREASED2,8332,480+353+14%$50.8K$48.2K-$2.7K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED2,7782,77800%$56.9K$47.2K-$9.7K2026-10-09
Jnba Financial Advisors
INCREASED2,7532,253+500+22%$46.2K$46.8K+$6372026-11-03
First Pacific Financial
UNCHANGED2,6932,69300%$55.2K$45.8K-$9.4K2026-10-14
CoreCap Advisors, LLC
INCREASED2,6121,522+1,090+72%$31.2K$44.4K+$13.2K2026-10-08
Intesa Sanpaolo Wealth Management
UNCHANGED2,6002,60000%$53.3K$44.2K-$9.1K2026-10-28
MJT & Associates Financial Advisory Group, Inc.
INCREASED2,5522,258+294+13%$46.3K$43.4K-$2.9K2026-10-07
TD Private Client Wealth LLC
INCREASED2,5381,570+968+62%$32.2K$43.1K+$11.0K2026-10-28
Olistico Wealth, LLC
UNCHANGED2,4182,41800%$49.5K$41.1K-$8.4K2026-10-05
Private Wealth Management Group, LLC
NEW2,404—+2,404——$40.9K—2026-10-19
Gen-Wealth Partners Inc
DECREASED2,2772,447-170-7%$50.1K$38.7K-$11.4K2026-11-04
Adirondack Trust Co
UNCHANGED2,2132,21300%$45.3K$37.6K-$7.7K2026-10-14
Alpine Bank Wealth Management
UNCHANGED2,2002,20000%$45.1K$37.4K-$7.7K2026-10-16
Kentucky Trust Co
INCREASED2,080930+1,150+124%$19.1K$35.4K+$16.3K2026-10-15
Horizons Wealth Management
NEW2,045—+2,045——$34.8K—2026-10-05
PFS Partners, LLC
UNCHANGED2,0422,04200%$41.8K$34.7K-$7.1K2026-10-21
Community Bank, N.A.
UNCHANGED2,0002,00000%$41.0K$34.0K-$7.0K2026-11-06
Manchester Capital Management LLC
UNCHANGED2,0002,00000%$41.0K$33.6K-$7.4K2026-10-22
CX Institutional
DECREASED1,9922,597-605-23%$53$34-$192026-10-02
Barclays PLC
DECREASED1,9692,089-120-6%$42.8K$33.5K-$9.3K2026-11-06
Byrne Asset Management LLC
DECREASED1,7552,955-1,200-41%$60.5K$29.6K-$31.0K2026-10-06
Y.D. More Investments Ltd
UNCHANGED1,7001,70000%$34.8K$28.9K-$5.9K2026-11-02
Triumph Capital Management
UNCHANGED1,6211,62100%$33.2K$27.6K-$5.7K2026-10-14
Aspect Partners, LLC
UNCHANGED1,2041,20400%$24.7K$20.5K-$4.2K2026-10-20
Signaturefd, LLC
UNCHANGED1,2011,20100%$24.6K$20.4K-$4.2K2026-10-23
Clean Yield Group
INCREASED1,138900+238+26%$18.4K$19.3K+$9052026-10-28
Lynch Investment Planning, LLC
NEW1,130—+1,130——$19.2K—2026-10-27
Carolina Wealth Advisors, LLC
UNCHANGED1,0941,09400%$22.4K$18.6K-$3.8K2026-10-23
Thompson Investment Management, Inc.
INCREASED1,003986+17+2%$20.2K$17.1K-$3.2K2026-10-14
Bangor Savings Bank
UNCHANGED88588500%$18.1K$15.0K-$3.1K2026-10-06
RHL Group, LLC
DECREASED8842,063-1,179-57%$41.3K$15.0K-$26.2K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED831274+557+203%$5.6K$14.1K+$8.5K2026-10-20
Breakwater Investment Management
UNCHANGED76676600%$15.7K$13.0K-$2.7K2026-10-20
Westside Investment Management, Inc.
UNCHANGED75075000%$15.4K$12.8K-$2.6K2026-11-02
Armor Investment Advisors, LLC
UNCHANGED74674600%$15.3K$12.7K-$2.6K2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED73973900%$15.1K$12.6K-$2.6K2026-10-26
Peterson Wealth Services
UNCHANGED72872800%$14.9K$12.4K-$2.5K2026-10-26
EPG Wealth Management LLC
UNCHANGED69869800%$14.3K$11.9K-$2.4K2026-11-03
First Community Trust NA
UNCHANGED62562500%$12.8K$10.6K-$2.2K2026-10-07
Blue Bell Private Wealth Management, LLC
UNCHANGED60360300%$12.4K$10.3K-$2.1K2026-10-29
Creative Financial Designs Inc
DECREASED60026,128-25,528-98%$535.4K$10.2K-$525.2K2026-11-04
Vermillion Wealth Management, Inc.
UNCHANGED58158100%$11.9K$9.9K-$2.0K2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED55055000%$11.3K$9.4K-$1.9K2026-10-22
North Star Investment Management Corp.
UNCHANGED53053000%$10.9K$9.0K-$1.9K2026-10-27
Highline Wealth Partners LLC
NEW525—+525——$8.9K—2026-10-19
United Financial Planning Group LLC
UNCHANGED51451400%$10.5K$8.7K-$1.8K2026-11-04
First Bancorp, Inc
UNCHANGED50050000%$10.2K$8.5K-$1.7K2026-10-26
Next Level Wealth Planning, LLC
NEW461—+461——$7.8K—2026-10-29
Pflug Koory, LLC
UNCHANGED45045000%$9.2K$7.7K-$1.6K2026-10-26
Pittenger & Anderson Inc
UNCHANGED40040000%$8.2K$6.8K-$1.4K2026-11-02
Birch Financial Group, LLC
NEW374—+374——$6.4K—2026-10-27
Larson Financial Group LLC
UNCHANGED35235200%$7.2K$6.0K-$1.2K2026-11-05
CrossGen Wealth, LLC
UNCHANGED34434400%$7.0K$5.8K-$1.2K2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED31331300%$6.4K$5.3K-$1.1K2026-10-15
Lanark Financial, Inc.
UNCHANGED31231200%$6.4K$5.3K-$1.1K2026-10-26
Independence Bank of Kentucky
UNCHANGED30030000%$6.1K$5.1K-$1.0K2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED28728700%$5.9K$4.9K-$1.0K2026-10-16
Kennebec Savings Bank
UNCHANGED27927900%$5.7K$4.7K-$9742026-10-22
MV Capital Management, Inc.
UNCHANGED26426400%$5.4K$4.5K-$9222026-10-29
Concord Wealth Partners
UNCHANGED26326300%$5.4K$4.5K-$9172026-11-02
Mather Group, Llc.
DECREASED251282-31-11%$5.8K$4.3K-$1.5K2026-10-14
Wolff Wiese Magana LLC
UNCHANGED20020000%$4.1K$3.4K-$6982026-10-15
Financial Consulate, Inc
UNCHANGED19019000%$3.9K$3.2K-$6642026-10-23
West Branch Capital LLC
NEW178—+178——$3.0K—2026-10-20
William Mack & Associates, Inc.
NEW161—+161——$2.7K—2026-10-27
Barrett & Company, Inc.
UNCHANGED16016000%$3.3K$2.7K-$5582026-10-22
Financial Management Professionals, Inc.
UNCHANGED15015000%$3.1K$2.6K-$5242026-10-23
Bear Mountain Capital, Inc.
DECREASED123138-15-11%$2.6K$2.0K-$6222026-11-04
Putney Financial Group LLC
NEW112—+112——$1.9K—2026-10-30
Signature Equity Partners, LLC
NEW109—+109——$1.9K—2026-10-29
Hager Investment Management Services, LLC
INCREASED10345+58+129%$922$1.8K+$8292026-11-04
Activest Wealth Management
UNCHANGED10010000%$2.0K$1.7K-$3492026-10-15
Latitude Advisors, LLC
NEW94—+94——$1.6K—2026-10-27
Team Financial Group, LLC
NEW75—+75——$1.3K—2026-10-30
Planning Strategies Inc.
UNCHANGED585800%$1.2K$986-$2022026-10-02
Eastern Bank
UNCHANGED505000%$1.0K$850-$1752026-10-05
Cassaday & Co Wealth Management LLC
UNCHANGED505000%$1.0K$850-$1752026-10-27
Blue Trust, Inc.
INCREASED4610+36+360%$205$789+$5842026-10-15
Nova Financial LLC
NEW45—+45——$765—2026-11-04
Balentine LLC
UNCHANGED444400%$902$748-$1542026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED404000%$820$680-$1402026-10-20
Hanson & Doremus Investment Management
DECREASED33336-303-90%$7$1-$62026-10-16
Key Capital Management, Inc
UNCHANGED272700%$553$459-$942026-11-03
Abound Wealth Management
UNCHANGED202000%$410$340-$702026-10-26
Go Invest LLC
NEW17—+17——$282—2026-10-09
Centerpoint Advisors, LLC
UNCHANGED171700%$0$0$02026-11-05
Cape Investment Advisory, Inc.
UNCHANGED111100%$225$187-$382026-10-13
Albion Financial Group
UNCHANGED101000%$205$170-$352026-10-21
Your Advocates Ltd., LLP
INCREASED96+3+50%$117$149+$322026-11-03
Plante Moran Financial Advisors, LLC
NEW8—+8——$136—2026-11-04
Evermay Wealth Management LLC
UNCHANGED5500%$103$85-$182026-11-05
Viewpoint Capital Management LLC
NEW2—+2——$35—2026-10-27
Kingdom Financial Group Llc.
UNCHANGED1100%$15$12-$32026-11-04
Parkway Wealth Management Group, LLC
CLOSED01,348,280-1,348,280-100%$27.6M$0-$27.6M2026-10-20
Krilogy Financial LLC
CLOSED0408,140-408,140-100%$8.4M$0-$8.4M2026-10-13
Florin Court Capital LLP
CLOSED0271,979-271,979-100%$5.6M$0-$5.6M2026-11-02
Point Nemo Capital, LLC
CLOSED0257,156-257,156-100%$5.3M$0-$5.3M2026-11-03
Baker Avenue Asset Management, LP
CLOSED0199,993-199,993-100%$4.1M$0-$4.1M2026-11-06
Cidel Asset Management Inc
CLOSED0125,000-125,000-100%$2.6M$0-$2.6M2026-10-29
Wagner Wealth Management, Corp
CLOSED093,239-93,239-100%$1.9M$0-$1.9M2026-10-20
FSA Wealth Partners, Inc.
CLOSED046,076-46,076-100%$944.1K$0-$944.1K2026-10-26
Ehrlich Financial Group
CLOSED036,732-36,732-100%$752.6K$0-$752.6K2026-10-20
Moulton Wealth Management, Inc
CLOSED026,326-26,326-100%$539.7K$0-$539.7K2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED016,795-16,795-100%$344.1K$0-$344.1K2026-10-16
Concurrent Investment Advisors, LLC
CLOSED016,355-16,355-100%$335.1K$0-$335.1K2026-10-16
LVW Advisors, LLC
CLOSED013,348-13,348-100%$273.5K$0-$273.5K2026-10-19
Worth Asset Management, LLC
CLOSED012,309-12,309-100%$252.2K$0-$252.2K2026-10-07
Global View Capital Management LLC
CLOSED010,896-10,896-100%$223.3K$0-$223.3K2026-10-28
Bond & Devick Financial Network, Inc.
CLOSED09,930-9,930-100%$203.5K$0-$203.5K2026-10-23
Schneider Downs Wealth Management Advisors, LP
CLOSED09,862-9,862-100%$202.1K$0-$202.1K2026-10-27
Friedenthal Financial
CLOSED08,531-8,531-100%$174.8K$0-$174.8K2026-10-27
Gerber Kawasaki Wealth & Investment Management
CLOSED08,095-8,095-100%$165.9K$0-$165.9K2026-10-29
NBT Bank, N.A.
CLOSED05,340-5,340-100%$109.4K$0-$109.4K2026-10-21
Cornerstone Planning Group LLC
CLOSED03,109-3,109-100%$57.6K$0-$57.6K2026-10-16
Union Bancaire Privee, UBP SA
CLOSED02,365-2,365-100%$41.2K$0-$41.2K2026-11-04
First United Bank & Trust
CLOSED01,250-1,250-100%$25.6K$0-$25.6K2026-10-22
Gill Capital Partners, LLC
CLOSED01,163-1,163-100%$23.8K$0-$23.8K2026-10-13
Salem Investment Counselors Inc
CLOSED0649-649-100%$13.3K$0-$13.3K2026-10-13
MCF Advisors LLC
CLOSED0610-610-100%$12.5K$0-$12.5K2026-10-28
eCIO, Inc.
CLOSED0437-437-100%$9.0K$0-$9.0K2026-11-02
AdvisorNet Financial, Inc
CLOSED0329-329-100%$6.7K$0-$6.7K2026-10-15
Entrust Financial LLC
CLOSED0200-200-100%$4.1K$0-$4.1K2026-11-04
Comprehensive Financial Planning, Inc.
CLOSED012-12-100%$249$0-$2492026-10-27
Tsfg, LLC
CLOSED010-10-100%$0$0$02026-10-23
LPL Financial LLC
N/A—4,297,777-4,297,777-100%$88.1M———
Susquehanna International Group, LLP
N/A—2,923,968-2,923,968-100%$59.9M———
Bank of America Corp
N/A—2,787,180-2,787,180-100%$57.1M———
Morgan Stanley
N/A—2,683,221-2,683,221-100%$55.0M———
JPMorgan Chase & Co
N/A—2,254,590-2,254,590-100%$44.8M———
Goldman Sachs Group Inc
N/A—2,219,739-2,219,739-100%$45.5M———
Envestnet Asset Management Inc
N/A—1,887,946-1,887,946-100%$38.7M———
D. E. Shaw & Co., Inc.
N/A—1,284,619-1,284,619-100%$26.3M———
UBS Group AG
N/A—1,161,023-1,161,023-100%$23.8M———
Bank of Nova Scotia
N/A—937,010-937,010-100%$19.2M———
Old Mission Capital LLC
N/A—871,310-871,310-100%$17.9M———
Allianz SE
N/A—831,803-831,803-100%$17.0M———
Royal Bank of Canada
N/A—703,412-703,412-100%$14.4M———
Jane Street Group, LLC
N/A—646,671-646,671-100%$13.3M———
Quadrature Capital Ltd
N/A—578,698-578,698-100%$11.9M———
Wells Fargo & Company
N/A—552,240-552,240-100%$11.3M———
GTS Securities LLC
N/A—417,080-417,080-100%$8.5M———
Raymond James Financial Inc
N/A—380,820-380,820-100%$7.8M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—341,872-341,872-100%$26.2M———
Cetera Investment Advisers
N/A—337,136-337,136-100%$6.9M———
Erste Asset Management GmbH
N/A—335,050-335,050-100%$6.2M———
Envestnet Portfolio Solutions, Inc.
N/A—325,862-325,862-100%$6.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—295,177-295,177-100%$6.0M———
Wealthfront Advisers LLC
N/A—271,592-271,592-100%$5.6M———
PFG Investments, LLC
N/A—241,028-241,028-100%$4.9M———
Capital Fund Management S.A.
N/A—237,401-237,401-100%$4.9M———
National Bank of Canada
N/A—235,597-235,597-100%$4.8M———
Ameriprise Financial Inc
N/A—234,518-234,518-100%$4.8M———
Trans-Canada Capital Inc.
N/A—223,450-223,450-100%$4.6M———
Group One Trading LLC
N/A—222,350-222,350-100%$4.6M———
Marshall Wace, LLP
N/A—213,980-213,980-100%$4.4M———
MML Investors Services, LLC
N/A—202,054-202,054-100%$4.1M———
Federation des caisses Desjardins du Quebec
N/A—195,445-195,445-100%$4.0M———
O'Connor Alternative Investments LLC
N/A—193,000-193,000-100%$4.0M———
Teucrium Investment Advisors, LLC
N/A—176,113-176,113-100%$3.6M———
Bank of Montreal
N/A—169,236-169,236-100%$3.5M———
Osaic Holdings, Inc.
N/A—166,883-166,883-100%$3.4M———
BNP Paribas Financial Markets
N/A—163,268-163,268-100%$3.3M———
Toronto Dominion Bank
N/A—156,000-156,000-100%$3.2M———
HighTower Advisors, LLC
N/A—147,826-147,826-100%$3.0M———
Rockefeller Capital Management L.P.
N/A—133,548-133,548-100%$2.7M———
Qube Research & Technologies Ltd
N/A—132,305-132,305-100%$2.7M———
Pure Financial Advisors, LLC
N/A—130,223-130,223-100%$2.7M———
Tocqueville Asset Management L.P.
N/A—124,382-124,382-100%$2.5M———
Flow Traders U.S. LLC
N/A—116,374-116,374-100%$2.4M———
Claret Asset Management Corp
N/A—115,800-115,800-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—109,754-109,754-100%$2.2M———
Jones Financial Companies Lllp
N/A—109,541-109,541-100%$2.1M———
Nomura Asset Management Co LTD
N/A—101,900-101,900-100%$2.1M———
Focus Partners Wealth
N/A—99,333-99,333-100%$2.0M———
Spinnaker Trust
N/A—88,720-88,720-100%$1.8M———
Guardian Capital LP
N/A—82,000-82,000-100%$1.7M———
Prime Buchholz LLC
N/A—77,999-77,999-100%$1.6M———
IFG Advisory, LLC
N/A—76,132-76,132-100%$1.6M———
Stifel Financial Corp
N/A—74,348-74,348-100%$1.5M———
HSBC Holdings PLC
N/A—74,256-74,256-100%$1.5M———
Parallax Volatility Advisers, L.P.
N/A—72,312-72,312-100%$1.5M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—71,612-71,612-100%$1.5M———
Equitable Holdings, Inc.
N/A—69,609-69,609-100%$1.4M———
EFG International AG
N/A—66,563-66,563-100%$1.4M———
All Terrain Financial Advisors, LLC
N/A—65,469-65,469-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—64,565-64,565-100%$1.3M———
Janney Montgomery Scott LLC
N/A—64,220-64,220-100%$1.3M———
One Capital Management, LLC
N/A—62,265-62,265-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—58,465-58,465-100%$1.2M———
SG Americas Securities, LLC
N/A—57,508-57,508-100%$1.2M———
Palisades Hudson Asset Management, L.P.
N/A—57,102-57,102-100%$1.2M———
Sanctuary Advisors, LLC
N/A—53,221-53,221-100%$1.1M———
Cresset Asset Management, LLC
N/A—52,519-52,519-100%$1.1M———
Comprehensive Money Management Services LLC
N/A—52,344-52,344-100%$1.1M———
Pathstone Holdings, LLC
N/A—52,278-52,278-100%$1.1M———
Brown Advisory Inc
N/A—51,952-51,952-100%$1.1M———
Advisory Services Network, LLC
N/A—49,385-49,385-100%$1.0M———
Fiduciary Trust Co
N/A—49,290-49,290-100%$1.0M———
Cerity Partners LLC
N/A—48,538-48,538-100%$994.5K———
Two Sigma Securities, LLC
N/A—48,045-48,045-100%$984.4K———
Arax Advisory Partners
N/A—46,065-46,065-100%$943.9K———
Private Advisor Group, LLC
N/A—45,927-45,927-100%$941.0K———
Franklin Resources Inc
N/A—44,208-44,208-100%$905.8K———
Smithfield Trust Co
N/A—43,042-43,042-100%$883.0K———
Natural Investments, LLC
N/A—42,120-42,120-100%$863.0K———
Rathbones Group PLC
N/A—41,876-41,876-100%$858.0K———
Minot DeBlois Advisors LLC
N/A—40,986-40,986-100%$839.8K———
Peak6 LLC
N/A—40,663-40,663-100%$833.2K———
Balanced Rock Investment Advisors LLC
N/A—39,972-39,972-100%$819.0K———
Virtu Financial LLC
N/A—38,577-38,577-100%$790.0K———
Avise Financial Cooperative, Inc.
N/A—37,787-37,787-100%$774.3K———
Geneos Wealth Management Inc.
N/A—37,315-37,315-100%$764.6K———
GeoWealth Management, LLC
N/A—37,269-37,269-100%$763.6K———
Point72 Asset Management, L.P.
N/A—36,876-36,876-100%$755.6K———
IHT Wealth Management, LLC
N/A—35,127-35,127-100%$719.8K———
Knollwood Investment Advisory, LLC
N/A—34,105-34,105-100%$698.8K———
Blair William & Co
N/A—32,741-32,741-100%$670.9K———
NewEdge Advisors, LLC
N/A—32,336-32,336-100%$662.6K———
Caprock Group, LLC
N/A—32,002-32,002-100%$655.7K———
HRT Financial LP
N/A—31,728-31,728-100%$650.0K———
Steward Partners Investment Advisory, LLC
N/A—31,366-31,366-100%$642.7K———
United Capital Financial Advisors, LLC
N/A—31,304-31,304-100%$642.9K———
Mariner, LLC
N/A—30,966-30,966-100%$634.5K———
Napier Financial, LLC
N/A—30,470-30,470-100%$624.3K———
SIG Brokerage, LP
N/A—29,382-29,382-100%$602.0K———
Harbour Investments, Inc.
N/A—29,234-29,234-100%$599.0K———
Quantum Portfolio Management LLC
N/A—28,152-28,152-100%$576.8K———
Neuberger Berman Group LLC
N/A—27,650-27,650-100%$566.5K———
Mason & Associates Inc
N/A—27,023-27,023-100%$553.7K———
AlTi Global, Inc.
N/A—26,088-26,088-100%$534.5K———
Captrust Financial Advisors
N/A—25,566-25,566-100%$523.8K———
Coastal Bridge Advisors, LLC
N/A—25,462-25,462-100%$521.7K———
EP Wealth Advisors, LLC
N/A—24,911-24,911-100%$510.4K———
Mercer Global Advisors Inc
N/A—23,371-23,371-100%$478.9K———
Northern Trust Corp
N/A—22,737-22,737-100%$465.9K———
Peregrine Asset Advisers, Inc.
N/A—21,945-21,945-100%$449.7K———
National Philanthropic Trust
N/A—21,754-21,754-100%$445.7K———
OneDigital Investment Advisors LLC
N/A—21,609-21,609-100%$442.8K———
Scotia Capital Inc.
N/A—21,433-21,433-100%$439.2K———
Howe & Rusling Inc
N/A—20,831-20,831-100%$426.8K———
Modern Wealth Management, LLC
N/A—20,808-20,808-100%$426.4K———
Benjamin Edwards Inc
N/A—20,677-20,677-100%$423.7K———
Legacy Edge Advisors, LLC
N/A—20,446-20,446-100%$418.9K———
Index Technologies Group LLC
N/A—20,354-20,354-100%$417.1K———
Garrison Point Advisors, LLC
N/A—20,175-20,175-100%$413.4K———
Credit Agricole S A
N/A—20,100-20,100-100%$411.8K———
Retirement Capital Strategies
N/A—19,851-19,851-100%$406.7K———
Clal Insurance Enterprises Holdings Ltd
N/A—19,773-19,773-100%$405.0K———
Natixis Advisors, LLC
N/A—19,712-19,712-100%$403.0K———
Meridian Wealth Advisors, LLC
N/A—19,557-19,557-100%$400.7K———
Raffa Wealth Management, LLC
N/A—19,276-19,276-100%$395.0K———
Millennium Management LLC
N/A—19,223-19,223-100%$393.9K———
Godfrey Financial Associates, Inc.
N/A—19,113-19,113-100%$391.6K———
Orion Porfolio Solutions, LLC
N/A—18,324-18,324-100%$375.5K———
Cura Wealth Advisors, LLC
N/A—17,850-17,850-100%$365.7K———
VestGen Investment Management
N/A—17,689-17,689-100%$362.4K———
Ameriflex Group, Inc.
N/A—17,441-17,441-100%$357.4K———
One Wealth Advisors, LLC
N/A—17,420-17,420-100%$356.9K———
Nelson Capital Management, LLC
N/A—17,075-17,075-100%$349.9K———
Oxford Financial Group, Ltd. LLC
N/A—16,601-16,601-100%$340.2K———
Nvest Financial, LLC
N/A—16,600-16,600-100%$340.1K———
&partners
N/A—16,001-16,001-100%$235.9K———
FMR LLC
N/A—15,573-15,573-100%$319.1K———
Osborne Partners Capital Management, LLC
N/A—15,365-15,365-100%$314.8K———
Foundations Investment Advisors, LLC
N/A—15,037-15,037-100%$308.1K———
Insigneo Advisory Services, LLC
N/A—14,952-14,952-100%$306.4K———
Rothschild Wealth LLC
N/A—14,505-14,505-100%$297.2K———
NewEdge Wealth, LLC
N/A—14,399-14,399-100%$295.0K———
O'shaughnessy Asset Management, LLC
N/A—14,250-14,250-100%$292.0K———
Dearborn Partners LLC
N/A—13,700-13,700-100%$280.7K———
MAI Capital Management
N/A—13,662-13,662-100%$279.9K———
Verity Wealth Advisors
N/A—13,654-13,654-100%$279.8K———
CIBC World Market Inc.
N/A—13,219-13,219-100%$270.9K———
Davis Wealth Advisors, LLC
N/A—13,052-13,052-100%$267.4K———
Valmark Advisers, Inc.
N/A—13,032-13,032-100%$267.0K———
Composition Wealth, LLC
N/A—11,976-11,976-100%$245.4K———
Menora Mivtachim Holdings Ltd.
N/A—10,951-10,951-100%$224.4K———
Johnson Investment Counsel Inc
N/A—10,785-10,785-100%$221.0K———
Peapack Gladstone Financial Corp
N/A—10,728-10,728-100%$220.0K———
Bleakley Financial Group, LLC
N/A—10,703-10,703-100%$219.3K———
Alliancebernstein L.P.
N/A—10,660-10,660-100%$195.0K———
Stratos Wealth Partners, Ltd.
N/A—10,643-10,643-100%$218.1K———
UMB Bank, n.a.
N/A—10,596-10,596-100%$217.1K———
CIBC Bancorp USA Inc.
N/A—10,589-10,589-100%$217.0K———
Regal Investment Advisors LLC
N/A—10,477-10,477-100%$214.7K———
IEQ Capital, LLC
N/A—10,314-10,314-100%$211.3K———
WealthCollab, LLC
N/A—10,174-10,174-100%$208.5K———
Bluespring Wealth Management, LLC
N/A—10,071-10,071-100%$206.4K———
Commerce Bank
N/A—10,068-10,068-100%$206.3K———
Headinvest, LLC
N/A—9,972-9,972-100%$204.3K———
Western Wealth Management, LLC
N/A—9,840-9,840-100%$201.6K———
Forum Finance Group S.A.
N/A—9,500-9,500-100%$157———
Caption Management, LLC
N/A—9,500-9,500-100%$194.7K———
Basecamp Wealth Advisors LLC
N/A—9,361-9,361-100%$191.8K———
AE Wealth Management LLC
N/A—9,204-9,204-100%$188.6K———
Gould Capital, LLC
N/A—8,158-8,158-100%$167.2K———
Tidemark, LLC
N/A—8,071-8,071-100%$165.4K———
Cheviot Value Management, LLC
N/A—7,758-7,758-100%$159.0K———
Atlantic Union Bankshares Corp
N/A—7,410-7,410-100%$151.8K———
ExodusPoint Capital Management, LP
N/A—7,134-7,134-100%$146.2K———
FWL Investment Management, LLC
N/A—6,774-6,774-100%$138.8K———
Atomic Invest LLC
N/A—6,529-6,529-100%$129.8K———
Anchor Investment Management, LLC
N/A—6,000-6,000-100%$122.9K———
Deutsche Bank Ag\
N/A—6,000-6,000-100%$122.9K———
Glenmede Trust Co NA
N/A—5,707-5,707-100%$116.9K———
BFC Planning, Inc.
N/A—5,638-5,638-100%$115.5K———
Global Retirement Partners, LLC
N/A—4,848-4,848-100%$99.3K———
Intesa Sanpaolo S.p.A.
N/A—4,777-4,777-100%$97.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—4,528-4,528-100%$92.8K———
Capital Analysts, LLC
N/A—4,372-4,372-100%$89.0K———
Continuum Advisory, LLC
N/A—4,133-4,133-100%$84.7K———
SHP Wealth Management
N/A—3,852-3,852-100%$78.9K———
Russell Investments Group, Ltd.
N/A—3,602-3,602-100%$73.8K———
Stance Capital LLC
N/A—3,519-3,519-100%$72.1K———
HM Payson & Co
N/A—3,500-3,500-100%$71.7K———
Proffitt & Goodson Inc
N/A—2,960-2,960-100%$60.7K———
Strategic Wealth Partners, Ltd.
N/A—2,690-2,690-100%$55.1K———
Aptus Capital Advisors, LLC
N/A—2,432-2,432-100%$49.8K———
BlackRock, Inc.
N/A—2,238-2,238-100%$45.8K———
Family Manage LLC
N/A—2,131-2,131-100%$43.7K———
Allworth Financial LP
N/A—2,045-2,045-100%$41.9K———
Picton Mahoney Asset Management
N/A—2,000-2,000-100%$41.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,710-1,710-100%$35.0K———
Boreal Capital Management LLC
N/A—1,700-1,700-100%$34.8K———
Fourth Dimension Wealth, LLC
N/A—1,568-1,568-100%$32.1K———
Quarry LP
N/A—1,510-1,510-100%$30.9K———
Nalls Sherbakoff Group, LLC
N/A—1,500-1,500-100%$30.7K———
Corient IA LP
N/A—1,500-1,500-100%$30.7K———
Transamerica Financial Advisors, LLC
N/A—1,488-1,488-100%$30.5K———
Main Management LLC
N/A—1,487-1,487-100%$30———
Dunhill Financial, LLC
N/A—1,173-1,173-100%$24.0K———
Webster Bank, N. A.
N/A—1,068-1,068-100%$21.9K———
SOA Wealth Advisors, Llc.
N/A—915-915-100%$18.8K———
ST Germain D J Co Inc
N/A—897-897-100%$18.4K———
Tower Research Capital LLC (TRC)
N/A—879-879-100%$18.0K———
Oakmont Advisory Group, LLC
N/A—592-592-100%$12.1K———
Founders Financial Alliance, LLC
N/A—555-555-100%$11.4K———
Ameritas Investment Partners, Inc.
N/A—550-550-100%$11.3K———
Glassman Wealth Services
N/A—526-526-100%$10.8K———
Medallion Wealth Advisors, LLC
N/A—515-515-100%$10.6K———
Huntington National Bank
N/A—502-502-100%$10.3K———
UBS Asset Management Americas LLC
N/A—496-496-100%$10.2K———
Osbon Capital Management LLC
N/A—496-496-100%$10.2K———
Matrix Private Capital Group LLC
N/A—450-450-100%$9.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—437-437-100%$9.0K———
Integrity Financial Corp
N/A—420-420-100%$8.6K———
Fiduciary Financial Advisors
N/A—400-400-100%$8.2K———
Mpwm Advisory Solutions, LLC
N/A—377-377-100%$7.7K———
Caitlin John, LLC
N/A—308-308-100%$6.3K———
Ancora Advisors LLCA
N/A—250-250-100%$5.1K———
Whittier Trust Co
N/A—193-193-100%$3.9K———
1 North Wealth Services LLC
N/A—180-180-100%$3.7K———
Kilter Group LLC
N/A—168-168-100%$3.4K———
Smartleaf Asset Management LLC
N/A—165-165-100%$3.3K———
WealthShield Partners, LLC
N/A—148-148-100%$3.0K———
Wellington-Altus USA Inc.
N/A—138-138-100%$2.5K———
Greykasell Wealth Strategies, Inc.
N/A—103-103-100%$2.1K———
Rothschild Investment LLC
N/A—81-81-100%$1.7K———
Purpose Unlimited Inc.
N/A—76-76-100%$1.6K———
FAS Wealth Partners, Inc.
N/A—56-56-100%$1.2K———
Bernard Wealth Management Corp.
N/A—55-55-100%$1.1K———
Hantz Financial Services, Inc.
N/A—39-39-100%$1———
Glen Eagle Advisors, LLC
N/A—32-32-100%$662———
New Republic Capital, LLC
N/A—9-9-100%$184———
Showing 506 of 506 institutions