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Ishares Global Infrastructur (IGF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
INCREASED
Shares4,303,936 from 3,865,180
Change+438,756 (+11%)
Value$265.0M (+$7.5M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares2,511,092 from 1,697,682
Change+813,410 (+48%)
Value$155.0M (+$40.9M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares1,847,266 from 1,713,680
Change+133,586 (+8%)
Value$120.9M (+$8.1M)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares1,390,234 from 1,445,713
Change-55,479 (-4%)
Value$85.6M (-$10.7M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares1,006,222 from 997,860
Change+8,362 (+1%)
Value$61.9M (-$4.5M)
Filed 2026-11-05
Waldron Private Wealth LLC
INCREASED
Shares689,826 from 688,085
Change+1,741 (+0%)
Value$42.5M (-$3.4M)
Filed 2026-11-02
Principal Financial Group Inc
DECREASED
Shares517,848 from 588,598
Change-70,750 (-12%)
Value$31.9M (-$7.3M)
Filed 2026-11-02
Employees' Retirement Fund of the City of Fort Worth
INCREASED
Shares389,034 from 314,034
Change+75,000 (+24%)
Value$23.9M (+$3.0M)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares382,867 from 362,646
Change+20,221 (+6%)
Value$23.6M (-$582.9K)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares367,356 from 356,717
Change+10,639 (+3%)
Value$22.6M (-$1.1M)
Filed 2026-10-30
FSM Wealth Advisors, LLC
INCREASED
Shares336,143 from 313,477
Change+22,666 (+7%)
Value$20.9M (+$60.8K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares263,618 from 182,915
Change+80,703 (+44%)
Value$16.2M (+$4.0M)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares250,222 from 158,025
Change+92,197 (+58%)
Value$15.4M (+$4.8M)
Filed 2026-10-22
Element Pointe Advisors, LLC
NEW
Shares232,363
Change+232,363
Value$14.3M
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares202,526 from 192,881
Change+9,645 (+5%)
Value$12.5M (-$378.4K)
Filed 2026-11-05
First Business Financial Services, Inc.
NEW
Shares162,671
Change+162,671
Value$10.0M
Filed 2026-10-29
Keybank National Association
INCREASED
Shares146,722 from 142,596
Change+4,126 (+3%)
Value$9.0M (-$464.7K)
Filed 2026-11-04
Sage Financial Group Inc
INCREASED
Shares140,442 from 128,052
Change+12,390 (+10%)
Value$8.6M (+$117.3K)
Filed 2026-10-27
Banque Pictet & CIE SA
INCREASED
Shares122,195 from 108,668
Change+13,527 (+12%)
Value$7.5M (+$285.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares119,583 from 87,564
Change+32,019 (+37%)
Value$7.4M (+$1.5M)
Filed 2026-10-08
Tepp RIA, LLC
INCREASED
Shares111,641 from 106,665
Change+4,976 (+5%)
Value$6.9M (-$231.3K)
Filed 2026-10-14
Arrien Investments, Inc.
INCREASED
Shares105,089 from 100,573
Change+4,516 (+4%)
Value$6.5M (-$228.9K)
Filed 2026-10-30
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares94,600 from 66,000
Change+28,600 (+43%)
Value$6.0M (+$1.7M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED
Shares84,893 from 88,493
Change-3,600 (-4%)
Value$5.2M (-$667.6K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares73,834 from 69,430
Change+4,404 (+6%)
Value$4.5M (-$78.8K)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares69,751 from 56,684
Change+13,067 (+23%)
Value$4.3M (+$518.7K)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares68,682 from 64,654
Change+4,028 (+6%)
Value$4.2M (-$77.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares65,874 from 95,923
Change-30,049 (-31%)
Value$4.1M (-$2.3M)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares59,776 from 60,289
Change-513 (-1%)
Value$3.7M (-$336.9K)
Filed 2026-10-08
Sageworth Trust Co
UNCHANGED
Shares59,049 from 59,049
Change0 (0%)
Value$3.6M (-$297.6K)
Filed 2026-10-30
Hyposwiss Advisors SA
UNCHANGED
Shares57,280 from 57,280
Change0 (0%)
Value$3.5M (-$289.6K)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares49,133 from 47,494
Change+1,639 (+3%)
Value$3.0M (-$138.5K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares48,688 from 43,925
Change+4,763 (+11%)
Value$3.0K (+$72)
Filed 2026-10-02
Bailard, Inc.
UNCHANGED
Shares45,955 from 45,955
Change0 (0%)
Value$2.8M (-$231.6K)
Filed 2026-10-13
Penobscot Wealth Management
INCREASED
Shares45,315 from 43,973
Change+1,342 (+3%)
Value$2.8M (-$139.0K)
Filed 2026-10-21
Droms Strauss Advisors Inc
INCREASED
Shares44,158 from 43,346
Change+812 (+2%)
Value$2.7M (-$168.5K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares44,042 from 60,905
Change-16,863 (-28%)
Value$2.7M (-$1.3M)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares43,754 from 37,772
Change+5,982 (+16%)
Value$2.7M (+$177.9K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares43,147 from 42,260
Change+887 (+2%)
Value$2.7M (-$158.4K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares42,106 from 43,999
Change-1,893 (-4%)
Value$2.6M (-$338.3K)
Filed 2026-10-22
Integrity Alliance, Llc.
DECREASED
Shares40,920 from 42,818
Change-1,898 (-4%)
Value$2.5M (-$332.6K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares39,582 from 41,032
Change-1,450 (-4%)
Value$2.4M (-$296.1K)
Filed 2026-10-28
Solstein Capital, LLC
INCREASED
Shares38,262 from 37,598
Change+664 (+2%)
Value$2.4M (-$148.6K)
Filed 2026-11-02
Wealth Architects, LLC
DECREASED
Shares36,429 from 37,432
Change-1,003 (-3%)
Value$2.2M (-$250.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares36,069 from 30,826
Change+5,243 (+17%)
Value$2.2K (-$2.1M)
Filed 2026-11-02
Pictet North America Advisors SA
UNCHANGED
Shares35,452 from 35,452
Change0 (0%)
Value$2.2M (-$178.7K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
INCREASED
Shares30,432 from 21,793
Change+8,639 (+40%)
Value$1.9M (+$422.0K)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares29,126 from 31,626
Change-2,500 (-8%)
Value$1.8M (-$313.3K)
Filed 2026-11-03
Lee Financial Co
INCREASED
Shares29,002 from 21,356
Change+7,646 (+36%)
Value$1.8M (+$363.1K)
Filed 2026-10-16
Financial Management Network Inc
DECREASED
Shares28,840 from 32,096
Change-3,256 (-10%)
Value$1.8M (-$367.4K)
Filed 2026-10-09
Cornerstone National Bank & Trust Co
INCREASED
Shares28,624 from 24,167
Change+4,457 (+18%)
Value$1.8M (+$165.0K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares27,610 from 27,603
Change+7 (+0%)
Value$1.7M (-$127.1K)
Filed 2026-10-13
Washington Trust Bank
INCREASED
Shares26,856 from 26,098
Change+758 (+3%)
Value$1.7M (-$84.9K)
Filed 2026-11-03
Sincerus Advisory, LLC
INCREASED
Shares26,308 from 26,108
Change+200 (+1%)
Value$1.6M (-$119.3K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
DECREASED
Shares25,066 from 26,376
Change-1,310 (-5%)
Value$1.5M (-$213.6K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares23,665 from 21,925
Change+1,740 (+8%)
Value$1.5M (-$3.4K)
Filed 2026-10-21
4J Wealth Management LLC
INCREASED
Shares23,056 from 19,278
Change+3,778 (+20%)
Value$1.4M (+$135.4K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares22,344 from 22,478
Change-134 (-1%)
Value$1.4M (-$121.5K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares22,085 from 20,985
Change+1,100 (+5%)
Value$1.4K (-$38)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares21,765 from 21,543
Change+222 (+1%)
Value$1.3M (-$94.9K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares21,587 from 17,847
Change+3,740 (+21%)
Value$1.3M (+$140.3K)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares20,465 from 17,945
Change+2,520 (+14%)
Value$1.3M (+$64.7K)
Filed 2026-10-02
BigSur Wealth Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.2M (-$100.8K)
Filed 2026-10-13
Louisbourg Investments Inc.
INCREASED
Shares19,676 from 19,584
Change+92 (+0%)
Value$1.2M (-$93.0K)
Filed 2026-10-20
American Institute for Advanced Investment Management, LLP
INCREASED
Shares19,307 from 18,867
Change+440 (+2%)
Value$1.2M (-$68.0K)
Filed 2026-11-03
AWM Capital, LLC
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$1.1M (-$88.2K)
Filed 2026-10-16
Anchor Capital Advisors LLC
INCREASED
Shares16,772 from 15,566
Change+1,206 (+8%)
Value$1.0M (-$4.2K)
Filed 2026-11-05
Hoge Financial Services, LLC
DECREASED
Shares16,701 from 17,378
Change-677 (-4%)
Value$1.0M (-$129.2K)
Filed 2026-11-05
First Financial Corp
UNCHANGED
Shares16,565 from 16,565
Change0 (0%)
Value$1.0M (-$83.5K)
Filed 2026-10-13
Keeler Thomas Management LLC
NEW
Shares15,946
Change+15,946
Value$981.6K
Filed 2026-10-29
Citizens Financial Group Inc
UNCHANGED
Shares15,274 from 15,274
Change0 (0%)
Value$940.3K (-$77.0K)
Filed 2026-10-23
Investment Partners, Ltd.
NEW
Shares14,686
Change+14,686
Value$904.1K
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares13,874 from 16,297
Change-2,423 (-15%)
Value$854.1K (-$231.3K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
UNCHANGED
Shares13,795 from 13,795
Change0 (0%)
Value$849.2K (-$69.5K)
Filed 2026-10-20
Fund Evaluation Group, LLC
INCREASED
Shares13,629 from 13,621
Change+8 (+0%)
Value$839.0K (-$68.2K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED
Shares13,610 from 15,917
Change-2,307 (-14%)
Value$837.8K (-$222.3K)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares13,523 from 15,952
Change-2,429 (-15%)
Value$832.5K (-$229.9K)
Filed 2026-10-21
Barings LLC
DECREASED
Shares12,939 from 62,966
Change-50,027 (-79%)
Value$796.5K (-$3.4M)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares12,786 from 6,743
Change+6,043 (+90%)
Value$787.1K (+$338.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares12,722 from 13,068
Change-346 (-3%)
Value$783.2K (-$87.2K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares12,516 from 12,499
Change+17 (+0%)
Value$770.5K (-$62.0K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares12,430 from 11,173
Change+1,257 (+11%)
Value$765.2K (+$21.1K)
Filed 2026-10-20
Brown Wealth Management, LLC
INCREASED
Shares12,059 from 6,644
Change+5,415 (+82%)
Value$742.4K (+$299.9K)
Filed 2026-10-20
Oarsman Capital, Inc.
UNCHANGED
Shares11,660 from 11,660
Change0 (0%)
Value$717.8K (-$58.8K)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares11,511 from 6,333
Change+5,178 (+82%)
Value$708.6K (+$286.8K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares11,419 from 8,676
Change+2,743 (+32%)
Value$702.9K (+$125.1K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares10,923 from 84,609
Change-73,686 (-87%)
Value$672.4K (-$5.0M)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares10,575 from 10,781
Change-206 (-2%)
Value$671.3K (-$46.7K)
Filed 2026-10-20
Lakeshore Capital Group, Inc.
INCREASED
Shares10,222 from 9,563
Change+659 (+7%)
Value$629.3K (-$7.6K)
Filed 2026-10-20
Patriot Investment Management Group, Inc.
INCREASED
Shares10,030 from 9,620
Change+410 (+4%)
Value$617.4K (-$23.2K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
DECREASED
Shares9,962 from 10,123
Change-161 (-2%)
Value$613.2K (-$61.0K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares9,405 from 8,935
Change+470 (+5%)
Value$578.9K (-$16.1K)
Filed 2026-10-16
Montecito Bank & Trust
INCREASED
Shares9,403 from 9,227
Change+176 (+2%)
Value$578.8K (-$35.7K)
Filed 2026-10-01
Harbor Investment Advisory, LLC
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$578.7K (-$47.4K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
INCREASED
Shares9,075 from 7,904
Change+1,171 (+15%)
Value$558.7K (+$32.3K)
Filed 2026-10-15
Worth Financial Advisory Group, LLC
DECREASED
Shares9,036 from 9,061
Change-25 (0%)
Value$556.3K (-$47.2K)
Filed 2026-10-19
Firestone Capital Management
INCREASED
Shares8,875 from 8,726
Change+149 (+2%)
Value$546.3K (-$34.8K)
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares8,603 from 3,527
Change+5,076 (+144%)
Value$529.6K (+$294.7K)
Filed 2026-11-04
Haven Private, LLC
DECREASED
Shares8,409 from 64,904
Change-56,495 (-87%)
Value$517.7K (-$3.8M)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
DECREASED
Shares7,671 from 8,871
Change-1,200 (-14%)
Value$472.2K (-$118.6K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares7,590 from 7,390
Change+200 (+3%)
Value$467.2K (-$24.9K)
Filed 2026-10-16
Financial & Tax Architects, LLC
NEW
Shares7,539
Change+7,539
Value$464.1K
Filed 2026-10-15
Bell Bank
UNCHANGED
Shares7,411 from 7,411
Change0 (0%)
Value$456.2K (-$37.4K)
Filed 2026-10-21
Baron Wealth Management LLC
UNCHANGED
Shares7,394 from 7,394
Change0 (0%)
Value$455.2K (-$37.3K)
Filed 2026-10-27
Verdence Capital Advisors LLC
INCREASED
Shares7,115 from 7,072
Change+43 (+1%)
Value$438.0K (-$33.0K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares6,513 from 4,278
Change+2,235 (+52%)
Value$400.9K (+$116.0K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares6,491 from 6,225
Change+266 (+4%)
Value$400 (-$414.6K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
NEW
Shares6,345
Change+6,345
Value$390.6K
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares6,313 from 3,863
Change+2,450 (+63%)
Value$388.6K (+$131.4K)
Filed 2026-10-28
Auour Investments LLC
DECREASED
Shares6,245 from 6,599
Change-354 (-5%)
Value$384.4K (-$55.1K)
Filed 2026-10-28
Arwa LLC
INCREASED
Shares6,090 from 5,696
Change+394 (+7%)
Value$386.6K (+$5.7K)
Filed 2026-10-21
Gryphon Financial Partners LLC
INCREASED
Shares5,960 from 4,935
Change+1,025 (+21%)
Value$366.9K (+$38.2K)
Filed 2026-11-04
Stronghold Wealth Management L.L.C.
INCREASED
Shares5,855 from 4,078
Change+1,777 (+44%)
Value$360.4K (+$88.8K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
NEW
Shares5,778
Change+5,778
Value$355.7K
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares5,719 from 3,245
Change+2,474 (+76%)
Value$352 (-$215.6K)
Filed 2026-10-22
Angeles Wealth Management, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$350.9K (-$28.7K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares5,650 from 1,300
Change+4,350 (+335%)
Value$347.8K (+$261.2K)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares5,319 from 5,319
Change0 (0%)
Value$327.4K (-$26.8K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares5,205 from 5,077
Change+128 (+3%)
Value$320.4K (-$17.7K)
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares5,160
Change+5,160
Value$317.7K
Filed 2026-11-04
AMI Investment Management Inc
NEW
Shares5,150
Change+5,150
Value$317.0K
Filed 2026-10-27
CIBC Asset Management Inc
NEW
Shares4,942
Change+4,942
Value$304.2K
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares4,939 from 7,085
Change-2,146 (-30%)
Value$304.0K (-$167.8K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED
Shares4,912 from 7,390
Change-2,478 (-34%)
Value$302.4K (-$189.8K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED
Shares4,830 from 4,830
Change0 (0%)
Value$299.6K (-$22.1K)
Filed 2026-10-30
GEN Financial Management, Inc.
NEW
Shares4,781
Change+4,781
Value$294.3K
Filed 2026-10-13
Krilogy Financial LLC
UNCHANGED
Shares4,744 from 4,744
Change0 (0%)
Value$299.4K (-$16.6K)
Filed 2026-10-13
Stableford Capital II LLC
UNCHANGED
Shares4,740 from 4,740
Change0 (0%)
Value$291.8K (-$23.9K)
Filed 2026-10-09
Kwmg, LLC
DECREASED
Shares4,732 from 5,152
Change-420 (-8%)
Value$291.3K (-$51.8K)
Filed 2026-10-07
Shepherd Financial Partners LLC
NEW
Shares4,628
Change+4,628
Value$284.9K
Filed 2026-11-03
Tower Trust & Investment Co
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$284.8K (-$23.3K)
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares4,601 from 4,522
Change+79 (+2%)
Value$283.3K (-$17.9K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$278.9K (-$22.8K)
Filed 2026-10-13
Vontobel Holding Ltd.
NEW
Shares4,444
Change+4,444
Value$273.6K
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares4,398 from 5,051
Change-653 (-13%)
Value$270.7K (-$64.8K)
Filed 2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED
Shares4,332 from 4,321
Change+11 (+0%)
Value$266.7K (-$21.1K)
Filed 2026-10-26
GFS Advisors, LLC
INCREASED
Shares4,200 from 570
Change+3,630 (+637%)
Value$259.0K (-$20.7K)
Filed 2026-11-03
Essex Bank
UNCHANGED
Shares4,123 from 4,123
Change0 (0%)
Value$253.8K (-$20.8K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares4,109
Change+4,109
Value$253.0K
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares4,104 from 4,289
Change-185 (-4%)
Value$252.6K (-$33.0K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares4,042 from 3,874
Change+168 (+4%)
Value$248.8K (-$9.2K)
Filed 2026-10-28
Heck Capital Advisors, LLC
NEW
Shares4,000
Change+4,000
Value$246.2K
Filed 2026-10-14
Florida Trust Wealth Management Co
NEW
Shares3,952
Change+3,952
Value$243.3K
Filed 2026-11-05
Spinnaker Investment Group, LLC
UNCHANGED
Shares3,882 from 3,882
Change0 (0%)
Value$239.0K (-$19.6K)
Filed 2026-10-13
Bensler, LLC
INCREASED
Shares3,814 from 3,298
Change+516 (+16%)
Value$234.8K (+$15.1K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,801 from 3,037
Change+764 (+25%)
Value$234.0K (+$31.7K)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares3,789 from 3,789
Change0 (0%)
Value$233.3K (-$19.1K)
Filed 2026-10-26
Indivisible Partners
NEW
Shares3,776
Change+3,776
Value$232.5K
Filed 2026-10-26
BlueChip Wealth Advisors LLC
DECREASED
Shares3,549 from 3,699
Change-150 (-4%)
Value$218.5K (-$27.9K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares3,414 from 5,346
Change-1,932 (-36%)
Value$210.2K (-$145.9K)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares3,404 from 2,637
Change+767 (+29%)
Value$209.6K (+$34.0K)
Filed 2026-10-08
Diversify Wealth Management, LLC
DECREASED
Shares3,308 from 5,308
Change-2,000 (-38%)
Value$209.1K (-$145.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares3,308 from 5,308
Change-2,000 (-38%)
Value$209.1K (-$145.9K)
Filed 2026-10-20
Bokf, NA
UNCHANGED
Shares3,285 from 3,285
Change0 (0%)
Value$202.2K (-$16.6K)
Filed 2026-10-27
S.A. Mason LLC
UNCHANGED
Shares3,222 from 3,222
Change0 (0%)
Value$198.3K (-$16.2K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares3,058 from 3,117
Change-59 (-2%)
Value$188.2K (-$19.4K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares2,178
Change+2,178
Value$134.1K
Filed 2026-10-27
Tsfg, LLC
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$115 (-$124.9K)
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$110.6K (-$9.1K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares1,655 from 1,633
Change+22 (+1%)
Value$101.9K (-$6.9K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares1,454 from 412
Change+1,042 (+253%)
Value$89.5K (+$62.1K)
Filed 2026-10-21
First Premier Bank
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$86 (-$7)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares1,351 from 1,301
Change+50 (+4%)
Value$83.2K (-$3.5K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,071 from 1,071
Change0 (0%)
Value$65.9K (-$5.4K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares1,057
Change+1,057
Value$65.1K
Filed 2026-11-03
Breakwater Investment Management
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$62.6K (-$5.1K)
Filed 2026-10-20
Kroeger Financial Partners
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$58.7K (-$4.8K)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$58.2K (-$4.8K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$57.9K (-$4.7K)
Filed 2026-10-13
Cromwell Holdings LLC
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$56.3K (-$4.6K)
Filed 2026-10-28
KFG LLC
NEW
Shares764
Change+764
Value$47.0K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$46.0K (-$3.8K)
Filed 2026-10-23
Hurley Capital, LLC
NEW
Shares746
Change+746
Value$45.9K
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$41.9K (-$3.4K)
Filed 2026-10-14
Larson Financial Group LLC
NEW
Shares675
Change+675
Value$41.6K
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$36.9K (-$3.0K)
Filed 2026-10-26
Citigroup Inc
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$32.0K (-$2.6K)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.8K (-$2.5K)
Filed 2026-10-30
EPG Wealth Management LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$29.0K (-$2.4K)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$25.3K (-$2.1K)
Filed 2026-10-30
Barrett & Company, Inc.
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$24.2K (-$2.0K)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares356
Change+356
Value$21.9K
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$19.5K (-$1.6K)
Filed 2026-10-28
Realta Investment Advisors
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$19.5K (-$1.6K)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares315
Change+315
Value$19.4K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.5K (-$1.5K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares299 from 309
Change-10 (-3%)
Value$18.4K (-$2.2K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares281
Change+281
Value$17.3K
Filed 2026-10-09
AlphaCore Capital LLC
DECREASED
Shares278 from 2,993
Change-2,715 (-91%)
Value$17.1K (-$182.2K)
Filed 2026-11-04
Nvwm, LLC
NEW
Shares258
Change+258
Value$15.9K
Filed 2026-10-14
Financial Network Wealth Advisors LLC
NEW
Shares184
Change+184
Value$11.3K
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares177 from 132
Change+45 (+34%)
Value$11.0K (+$11.0K)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$9.2K (-$751)
Filed 2026-10-23
Trust Co of Toledo NA
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$8.5K (-$696)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares121 from 108
Change+13 (+12%)
Value$7.5K (+$254)
Filed 2026-11-02
Davis Capital Management
NEW
Shares120
Change+120
Value$7.4K
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares102 from 25
Change+77 (+308%)
Value$6.3K (+$4.6K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW
Shares96
Change+96
Value$5.9K
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$5.6K (-$459)
Filed 2026-11-05
Centerpoint Advisors, LLC
INCREASED
Shares77 from 47
Change+30 (+64%)
Value$5 (+$2)
Filed 2026-11-05
Citizens National Bank Trust Department
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.6K (-$378)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$4.6K (-$373)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
NEW
Shares67
Change+67
Value$4.1K
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares48 from 12
Change+36 (+300%)
Value$3.0K (+$2.2K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares45 from 75
Change-30 (-40%)
Value$2.8K (-$2.2K)
Filed 2026-10-14
Cullen T Bankers, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.6K (-$217)
Filed 2026-10-28
Wolff Wiese Magana LLC
NEW
Shares34
Change+34
Value$2.1K
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.5K (-$126)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.4K (-$116)
Filed 2026-11-02
Lanark Financial, Inc.
NEW
Shares18
Change+18
Value$1.1K
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.1K (-$13)
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares14 from 134
Change-120 (-90%)
Value$862 (-$8.1K)
Filed 2026-10-19
Powell Investment Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$800 (-$66)
Filed 2026-10-22
Birchbrook, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$124 (-$10)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 30,519
Change-30,519 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
Newport Capital Group, LLC
CLOSED
Shares0 from 8,315
Change-8,315 (-100%)
Value$0 (-$553.8K)
Filed 2026-10-16
Family CFO Inc
CLOSED
Shares0 from 4,673
Change-4,673 (-100%)
Value$0 (-$311.2K)
Filed 2026-10-30
Forte Asset Management LLC
CLOSED
Shares0 from 3,344
Change-3,344 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-13
Cypress Capital Group
CLOSED
Shares0 from 3,230
Change-3,230 (-100%)
Value$0 (-$215.1K)
Filed 2026-11-03
Factor Wealth Management LTD
CLOSED
Shares0 from 3,221
Change-3,221 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-08
MCF Advisors LLC
CLOSED
Shares0 from 1,313
Change-1,313 (-100%)
Value$0 (-$87.4K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-13
Nfsg Corp
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-15
Creative Capital Management Investments LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-28
Spire Wealth Management
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$999)
Filed 2026-10-15
SYM Financial Corp
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$599)
Filed 2026-10-26
Northern Trust Corp
N/A
Shares— from 34,693,088
Change-34,693,088 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 18,820,092
Change-18,820,092 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 11,353,053
Change-11,353,053 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,794,635
Change-3,794,635 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,076,200
Change-3,076,200 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 2,538,162
Change-2,538,162 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,532,785
Change-2,532,785 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 2,011,519
Change-2,011,519 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,989,126
Change-1,989,126 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,795,805
Change-1,795,805 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,270,372
Change-1,270,372 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,067,113
Change-1,067,113 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 843,484
Change-843,484 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 791,701
Change-791,701 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 790,918
Change-790,918 (-100%)
Value—
Nepc LLC
N/A
Shares— from 781,673
Change-781,673 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 681,427
Change-681,427 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 678,892
Change-678,892 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 647,638
Change-647,638 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 642,333
Change-642,333 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 616,881
Change-616,881 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 588,058
Change-588,058 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 569,157
Change-569,157 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 568,474
Change-568,474 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 545,851
Change-545,851 (-100%)
Value—
UBS Group AG
N/A
Shares— from 530,606
Change-530,606 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 526,102
Change-526,102 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 465,286
Change-465,286 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 406,796
Change-406,796 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 372,227
Change-372,227 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 370,342
Change-370,342 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 352,037
Change-352,037 (-100%)
Value—
FMR LLC
N/A
Shares— from 351,727
Change-351,727 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 338,617
Change-338,617 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 335,509
Change-335,509 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 306,763
Change-306,763 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 289,039
Change-289,039 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 254,931
Change-254,931 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 240,070
Change-240,070 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 238,377
Change-238,377 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 231,341
Change-231,341 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 226,937
Change-226,937 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 220,810
Change-220,810 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 191,793
Change-191,793 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 181,692
Change-181,692 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 181,668
Change-181,668 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 170,841
Change-170,841 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 167,971
Change-167,971 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 165,568
Change-165,568 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 160,277
Change-160,277 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 129,095
Change-129,095 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 122,128
Change-122,128 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 121,465
Change-121,465 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 115,419
Change-115,419 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 112,902
Change-112,902 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 112,150
Change-112,150 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 106,725
Change-106,725 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 101,480
Change-101,480 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 94,771
Change-94,771 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 92,656
Change-92,656 (-100%)
Value—
Maryland State Retirement & Pension System
N/A
Shares— from 90,169
Change-90,169 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 86,082
Change-86,082 (-100%)
Value—
EFG International AG
N/A
Shares— from 85,411
Change-85,411 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 84,547
Change-84,547 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 84,100
Change-84,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 77,672
Change-77,672 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 73,095
Change-73,095 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 72,015
Change-72,015 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 69,272
Change-69,272 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 66,382
Change-66,382 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 65,991
Change-65,991 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 62,282
Change-62,282 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 57,396
Change-57,396 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 56,838
Change-56,838 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 52,266
Change-52,266 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 51,983
Change-51,983 (-100%)
Value—
&partners
N/A
Shares— from 49,958
Change-49,958 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 49,160
Change-49,160 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 46,037
Change-46,037 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 43,444
Change-43,444 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 41,828
Change-41,828 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,815
Change-40,815 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,745
Change-37,745 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,433
Change-37,433 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 35,755
Change-35,755 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 31,703
Change-31,703 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 30,648
Change-30,648 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 30,303
Change-30,303 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,768
Change-29,768 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 29,267
Change-29,267 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 29,129
Change-29,129 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,778
Change-27,778 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 27,725
Change-27,725 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,351
Change-26,351 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 25,936
Change-25,936 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 25,801
Change-25,801 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 23,960
Change-23,960 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,565
Change-23,565 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 21,258
Change-21,258 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 20,988
Change-20,988 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 19,849
Change-19,849 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 18,448
Change-18,448 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 18,426
Change-18,426 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 18,390
Change-18,390 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,026
Change-18,026 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,877
Change-17,877 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 17,688
Change-17,688 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 17,173
Change-17,173 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 14,818
Change-14,818 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 14,634
Change-14,634 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,186
Change-14,186 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13,963
Change-13,963 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,479
Change-12,479 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,293
Change-12,293 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 11,320
Change-11,320 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 11,228
Change-11,228 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Motco
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Blair William & Co
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,539
Change-9,539 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 9,401
Change-9,401 (-100%)
Value—
Sunbeam Capital Management, LLC
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,136
Change-9,136 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 8,786
Change-8,786 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 6,946
Change-6,946 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Collier Financial
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
NBH Bank
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 776
Change-776 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 708
Change-708 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 513
Change-513 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 395
Change-395 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 363
Change-363 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 345
Change-345 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 98
Change-98 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 53
Change-53 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 22
Change-22 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
US Bancorp \de\
INCREASED4,303,9363,865,180+438,756+11%$257.4M$265.0M+$7.5M2026-11-05
Pictet Asset Management Holding SA
INCREASED2,511,0921,697,682+813,410+48%$114.1M$155.0M+$40.9M2026-11-03
TD Waterhouse Canada Inc.
INCREASED1,847,2661,713,680+133,586+8%$112.8M$120.9M+$8.1M2026-10-16
Fifth Third Bancorp
DECREASED1,390,2341,445,713-55,479-4%$96.3M$85.6M-$10.7M2026-11-05
Bank of New York Mellon Corp
INCREASED1,006,222997,860+8,362+1%$66.5M$61.9M-$4.5M2026-11-05
Waldron Private Wealth LLC
INCREASED689,826688,085+1,741+0%$45.8M$42.5M-$3.4M2026-11-02
Principal Financial Group Inc
DECREASED517,848588,598-70,750-12%$39.2M$31.9M-$7.3M2026-11-02
Employees' Retirement Fund of the City of Fort Worth
INCREASED389,034314,034+75,000+24%$20.9M$23.9M+$3.0M2026-11-02
Evergreen Capital Management LLC
INCREASED382,867362,646+20,221+6%$24.2M$23.6M-$582.9K2026-10-23
Country Trust Bank
INCREASED367,356356,717+10,639+3%$23.8M$22.6M-$1.1M2026-10-30
FSM Wealth Advisors, LLC
INCREASED336,143313,477+22,666+7%$20.9M$20.9M+$60.8K2026-10-27
Aprio Wealth Management, LLC
INCREASED263,618182,915+80,703+44%$12.2M$16.2M+$4.0M2026-10-28
Symphony Financial, Ltd. Co.
INCREASED250,222158,025+92,197+58%$10.6M$15.4M+$4.8M2026-10-22
Element Pointe Advisors, LLC
NEW232,363—+232,363——$14.3M—2026-10-21
Naples Global Advisors, LLC
INCREASED202,526192,881+9,645+5%$12.8M$12.5M-$378.4K2026-11-05
First Business Financial Services, Inc.
NEW162,671—+162,671——$10.0M—2026-10-29
Keybank National Association
INCREASED146,722142,596+4,126+3%$9.5M$9.0M-$464.7K2026-11-04
Sage Financial Group Inc
INCREASED140,442128,052+12,390+10%$8.5M$8.6M+$117.3K2026-10-27
Banque Pictet & CIE SA
INCREASED122,195108,668+13,527+12%$7.2M$7.5M+$285.0K2026-10-16
Farther Finance Advisors, LLC
INCREASED119,58387,564+32,019+37%$5.8M$7.4M+$1.5M2026-10-08
Tepp RIA, LLC
INCREASED111,641106,665+4,976+5%$7.1M$6.9M-$231.3K2026-10-14
Arrien Investments, Inc.
INCREASED105,089100,573+4,516+4%$6.7M$6.5M-$228.9K2026-10-30
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED94,60066,000+28,600+43%$4.4M$6.0M+$1.7M2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED84,89388,493-3,600-4%$5.9M$5.2M-$667.6K2026-10-22
Visionary Wealth Advisors
INCREASED73,83469,430+4,404+6%$4.6M$4.5M-$78.8K2026-11-04
VestGen Advisors, LLC
INCREASED69,75156,684+13,067+23%$3.8M$4.3M+$518.7K2026-10-27
MacKenzie Financial Corp
INCREASED68,68264,654+4,028+6%$4.3M$4.2M-$77.9K2026-11-02
Commonwealth Equity Services, LLC
DECREASED65,87495,923-30,049-31%$6.4M$4.1M-$2.3M2026-11-02
Apella Capital, LLC
DECREASED59,77660,289-513-1%$4.0M$3.7M-$336.9K2026-10-08
Sageworth Trust Co
UNCHANGED59,04959,04900%$3.9M$3.6M-$297.6K2026-10-30
Hyposwiss Advisors SA
UNCHANGED57,28057,28000%$3.8M$3.5M-$289.6K2026-10-26
Simon Quick Advisors, LLC
INCREASED49,13347,494+1,639+3%$3.2M$3.0M-$138.5K2026-10-26
CX Institutional
INCREASED48,68843,925+4,763+11%$2.9K$3.0K+$722026-10-02
Bailard, Inc.
UNCHANGED45,95545,95500%$3.1M$2.8M-$231.6K2026-10-13
Penobscot Wealth Management
INCREASED45,31543,973+1,342+3%$2.9M$2.8M-$139.0K2026-10-21
Droms Strauss Advisors Inc
INCREASED44,15843,346+812+2%$2.9M$2.7M-$168.5K2026-11-03
Creative Planning
DECREASED44,04260,905-16,863-28%$4.1M$2.7M-$1.3M2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED43,75437,772+5,982+16%$2.5M$2.7M+$177.9K2026-10-23
Apollon Wealth Management, LLC
INCREASED43,14742,260+887+2%$2.8M$2.7M-$158.4K2026-10-23
Perigon Wealth Management, LLC
DECREASED42,10643,999-1,893-4%$2.9M$2.6M-$338.3K2026-10-22
Integrity Alliance, Llc.
DECREASED40,92042,818-1,898-4%$2.9M$2.5M-$332.6K2026-10-29
MGO One Seven LLC
DECREASED39,58241,032-1,450-4%$2.7M$2.4M-$296.1K2026-10-28
Solstein Capital, LLC
INCREASED38,26237,598+664+2%$2.5M$2.4M-$148.6K2026-11-02
Wealth Architects, LLC
DECREASED36,42937,432-1,003-3%$2.5M$2.2M-$250.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED36,06930,826+5,243+17%$2.1M$2.2K-$2.1M2026-11-02
Pictet North America Advisors SA
UNCHANGED35,45235,45200%$2.4M$2.2M-$178.7K2026-10-21
Valeo Financial Advisors, LLC
INCREASED30,43221,793+8,639+40%$1.5M$1.9M+$422.0K2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED29,12631,626-2,500-8%$2.1M$1.8M-$313.3K2026-11-03
Lee Financial Co
INCREASED29,00221,356+7,646+36%$1.4M$1.8M+$363.1K2026-10-16
Financial Management Network Inc
DECREASED28,84032,096-3,256-10%$2.1M$1.8M-$367.4K2026-10-09
Cornerstone National Bank & Trust Co
INCREASED28,62424,167+4,457+18%$1.6M$1.8M+$165.0K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED27,61027,603+7+0%$1.8M$1.7M-$127.1K2026-10-13
Washington Trust Bank
INCREASED26,85626,098+758+3%$1.7M$1.7M-$84.9K2026-11-03
Sincerus Advisory, LLC
INCREASED26,30826,108+200+1%$1.7M$1.6M-$119.3K2026-10-09
Mesirow Financial Investment Management, Inc.
DECREASED25,06626,376-1,310-5%$1.8M$1.5M-$213.6K2026-11-05
Axxcess Wealth Management, LLC
INCREASED23,66521,925+1,740+8%$1.5M$1.5M-$3.4K2026-10-21
4J Wealth Management LLC
INCREASED23,05619,278+3,778+20%$1.3M$1.4M+$135.4K2026-11-02
IFP Advisors, Inc
DECREASED22,34422,478-134-1%$1.5M$1.4M-$121.5K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED22,08520,985+1,100+5%$1.4K$1.4K-$382026-10-27
Lido Advisors, LLC
INCREASED21,76521,543+222+1%$1.4M$1.3M-$94.9K2026-11-04
Simplicity Wealth,LLC
INCREASED21,58717,847+3,740+21%$1.2M$1.3M+$140.3K2026-10-23
Boltwood Capital Management
INCREASED20,46517,945+2,520+14%$1.2M$1.3M+$64.7K2026-10-02
BigSur Wealth Management LLC
UNCHANGED20,00020,00000%$1.3M$1.2M-$100.8K2026-10-13
Louisbourg Investments Inc.
INCREASED19,67619,584+92+0%$1.3M$1.2M-$93.0K2026-10-20
American Institute for Advanced Investment Management, LLP
INCREASED19,30718,867+440+2%$1.3M$1.2M-$68.0K2026-11-03
AWM Capital, LLC
UNCHANGED17,50017,50000%$1.2M$1.1M-$88.2K2026-10-16
Anchor Capital Advisors LLC
INCREASED16,77215,566+1,206+8%$1.0M$1.0M-$4.2K2026-11-05
Hoge Financial Services, LLC
DECREASED16,70117,378-677-4%$1.2M$1.0M-$129.2K2026-11-05
First Financial Corp
UNCHANGED16,56516,56500%$1.1M$1.0M-$83.5K2026-10-13
Keeler Thomas Management LLC
NEW15,946—+15,946——$981.6K—2026-10-29
Citizens Financial Group Inc
UNCHANGED15,27415,27400%$1.0M$940.3K-$77.0K2026-10-23
Investment Partners, Ltd.
NEW14,686—+14,686——$904.1K—2026-10-29
Atria Investments, Inc
DECREASED13,87416,297-2,423-15%$1.1M$854.1K-$231.3K2026-10-15
Tred Avon Family Wealth, LLC
UNCHANGED13,79513,79500%$918.7K$849.2K-$69.5K2026-10-20
Fund Evaluation Group, LLC
INCREASED13,62913,621+8+0%$907.2K$839.0K-$68.2K2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED13,61015,917-2,307-14%$1.1M$837.8K-$222.3K2026-10-13
Assetmark, Inc
DECREASED13,52315,952-2,429-15%$1.1M$832.5K-$229.9K2026-10-21
Barings LLC
DECREASED12,93962,966-50,027-79%$4.2M$796.5K-$3.4M2026-10-22
Compound Planning, Inc.
INCREASED12,7866,743+6,043+90%$449.1K$787.1K+$338.0K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED12,72213,068-346-3%$870.3K$783.2K-$87.2K2026-10-30
Sowell Financial Services LLC
INCREASED12,51612,499+17+0%$832.4K$770.5K-$62.0K2026-10-23
Private Trust Co NA
INCREASED12,43011,173+1,257+11%$744.1K$765.2K+$21.1K2026-10-20
Brown Wealth Management, LLC
INCREASED12,0596,644+5,415+82%$442.5K$742.4K+$299.9K2026-10-20
Oarsman Capital, Inc.
UNCHANGED11,66011,66000%$776.6K$717.8K-$58.8K2026-11-05
Moneco Advisors, LLC
INCREASED11,5116,333+5,178+82%$421.8K$708.6K+$286.8K2026-11-05
HB Wealth Management, LLC
INCREASED11,4198,676+2,743+32%$577.8K$702.9K+$125.1K2026-10-23
Kestra Advisory Services, LLC
DECREASED10,92384,609-73,686-87%$5.6M$672.4K-$5.0M2026-11-02
Quadrant Capital Group LLC
DECREASED10,57510,781-206-2%$718.0K$671.3K-$46.7K2026-10-20
Lakeshore Capital Group, Inc.
INCREASED10,2229,563+659+7%$636.9K$629.3K-$7.6K2026-10-20
Patriot Investment Management Group, Inc.
INCREASED10,0309,620+410+4%$640.7K$617.4K-$23.2K2026-10-15
Wealthcare Advisory Partners LLC
DECREASED9,96210,123-161-2%$674.2K$613.2K-$61.0K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED9,4058,935+470+5%$595.1K$578.9K-$16.1K2026-10-16
Montecito Bank & Trust
INCREASED9,4039,227+176+2%$614.5K$578.8K-$35.7K2026-10-01
Harbor Investment Advisory, LLC
UNCHANGED9,4009,40000%$626.0K$578.7K-$47.4K2026-10-13
Hoxton Planning & Management, LLC
INCREASED9,0757,904+1,171+15%$526.4K$558.7K+$32.3K2026-10-15
Worth Financial Advisory Group, LLC
DECREASED9,0369,061-250%$603.5K$556.3K-$47.2K2026-10-19
Firestone Capital Management
INCREASED8,8758,726+149+2%$581.1K$546.3K-$34.8K2026-11-03
Joseph Group Capital Management
INCREASED8,6033,527+5,076+144%$234.9K$529.6K+$294.7K2026-11-04
Haven Private, LLC
DECREASED8,40964,904-56,495-87%$4.3M$517.7K-$3.8M2026-10-27
Compagnie Lombard Odier SCmA
DECREASED7,6718,871-1,200-14%$590.8K$472.2K-$118.6K2026-11-04
SteelPeak Wealth, LLC
INCREASED7,5907,390+200+3%$492.2K$467.2K-$24.9K2026-10-16
Financial & Tax Architects, LLC
NEW7,539—+7,539——$464.1K—2026-10-15
Bell Bank
UNCHANGED7,4117,41100%$493.6K$456.2K-$37.4K2026-10-21
Baron Wealth Management LLC
UNCHANGED7,3947,39400%$492.5K$455.2K-$37.3K2026-10-27
Verdence Capital Advisors LLC
INCREASED7,1157,072+43+1%$471.0K$438.0K-$33.0K2026-10-26
Uptick Partners, LLC
INCREASED6,5134,278+2,235+52%$284.9K$400.9K+$116.0K2026-11-04
Park Avenue Securities LLC
INCREASED6,4916,225+266+4%$415.0K$400-$414.6K2026-10-26
Clear Creek Financial Management, LLC
NEW6,345—+6,345——$390.6K—2026-10-28
D.A. Davidson & Co.
INCREASED6,3133,863+2,450+63%$257.3K$388.6K+$131.4K2026-10-28
Auour Investments LLC
DECREASED6,2456,599-354-5%$439.5K$384.4K-$55.1K2026-10-28
Arwa LLC
INCREASED6,0905,696+394+7%$380.9K$386.6K+$5.7K2026-10-21
Gryphon Financial Partners LLC
INCREASED5,9604,935+1,025+21%$328.7K$366.9K+$38.2K2026-11-04
Stronghold Wealth Management L.L.C.
INCREASED5,8554,078+1,777+44%$271.6K$360.4K+$88.8K2026-10-16
Quadrant Private Wealth Management, LLC
NEW5,778—+5,778——$355.7K—2026-11-04
Wedbush Securities Inc
INCREASED5,7193,245+2,474+76%$216.0K$352-$215.6K2026-10-22
Angeles Wealth Management, LLC
UNCHANGED5,7005,70000%$379.6K$350.9K-$28.7K2026-10-26
Parallel Advisors, LLC
INCREASED5,6501,300+4,350+335%$86.6K$347.8K+$261.2K2026-11-03
Parkside Financial Bank & Trust
UNCHANGED5,3195,31900%$354.3K$327.4K-$26.8K2026-10-27
Brighton Jones LLC
INCREASED5,2055,077+128+3%$338.1K$320.4K-$17.7K2026-11-03
Rose Capital Advisors LLC
NEW5,160—+5,160——$317.7K—2026-11-04
AMI Investment Management Inc
NEW5,150—+5,150——$317.0K—2026-10-27
CIBC Asset Management Inc
NEW4,942—+4,942——$304.2K—2026-11-05
RFG Advisory, LLC
DECREASED4,9397,085-2,146-30%$471.8K$304.0K-$167.8K2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED4,9127,390-2,478-34%$492.2K$302.4K-$189.8K2026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED4,8304,83000%$321.7K$299.6K-$22.1K2026-10-30
GEN Financial Management, Inc.
NEW4,781—+4,781——$294.3K—2026-10-13
Krilogy Financial LLC
UNCHANGED4,7444,74400%$316.0K$299.4K-$16.6K2026-10-13
Stableford Capital II LLC
UNCHANGED4,7404,74000%$315.7K$291.8K-$23.9K2026-10-09
Kwmg, LLC
DECREASED4,7325,152-420-8%$343.1K$291.3K-$51.8K2026-10-07
Shepherd Financial Partners LLC
NEW4,628—+4,628——$284.9K—2026-11-03
Tower Trust & Investment Co
UNCHANGED4,6264,62600%$308.1K$284.8K-$23.3K2026-10-28
Verus Capital Partners, LLC
INCREASED4,6014,522+79+2%$301.2K$283.3K-$17.9K2026-11-03
Hennion & Walsh Asset Management, Inc.
UNCHANGED4,5304,53000%$301.7K$278.9K-$22.8K2026-10-13
Vontobel Holding Ltd.
NEW4,444—+4,444——$273.6K—2026-10-16
Triad Wealth Partners, LLC
DECREASED4,3985,051-653-13%$335.6K$270.7K-$64.8K2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED4,3324,321+11+0%$287.8K$266.7K-$21.1K2026-10-26
GFS Advisors, LLC
INCREASED4,200570+3,630+637%$279.7K$259.0K-$20.7K2026-11-03
Essex Bank
UNCHANGED4,1234,12300%$274.6K$253.8K-$20.8K2026-10-16
Partners Wealth Management, LLC
NEW4,109—+4,109——$253.0K—2026-10-28
J.W. Cole Advisors, Inc.
DECREASED4,1044,289-185-4%$285.6K$252.6K-$33.0K2026-11-05
Choreo, LLC
INCREASED4,0423,874+168+4%$258.0K$248.8K-$9.2K2026-10-28
Heck Capital Advisors, LLC
NEW4,000—+4,000——$246.2K—2026-10-14
Florida Trust Wealth Management Co
NEW3,952—+3,952——$243.3K—2026-11-05
Spinnaker Investment Group, LLC
UNCHANGED3,8823,88200%$258.5K$239.0K-$19.6K2026-10-13
Bensler, LLC
INCREASED3,8143,298+516+16%$219.7K$234.8K+$15.1K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED3,8013,037+764+25%$202.3K$234.0K+$31.7K2026-11-03
First Horizon Corp
UNCHANGED3,7893,78900%$252.3K$233.3K-$19.1K2026-10-26
Indivisible Partners
NEW3,776—+3,776——$232.5K—2026-10-26
BlueChip Wealth Advisors LLC
DECREASED3,5493,699-150-4%$246.4K$218.5K-$27.9K2026-11-03
First Heartland Consultants, Inc.
DECREASED3,4145,346-1,932-36%$356.0K$210.2K-$145.9K2026-10-08
CoreCap Advisors, LLC
INCREASED3,4042,637+767+29%$175.6K$209.6K+$34.0K2026-10-08
Diversify Wealth Management, LLC
DECREASED3,3085,308-2,000-38%$354.9K$209.1K-$145.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED3,3085,308-2,000-38%$354.9K$209.1K-$145.9K2026-10-20
Bokf, NA
UNCHANGED3,2853,28500%$218.8K$202.2K-$16.6K2026-10-27
S.A. Mason LLC
UNCHANGED3,2223,22200%$214.6K$198.3K-$16.2K2026-10-13
Creative Financial Designs Inc
DECREASED3,0583,117-59-2%$207.6K$188.2K-$19.4K2026-11-04
Balance Wealth Partners LLC
NEW2,178—+2,178——$134.1K—2026-10-27
Tsfg, LLC
UNCHANGED1,8741,87400%$125.0K$115-$124.9K2026-10-23
City Holding Co
UNCHANGED1,7961,79600%$119.6K$110.6K-$9.1K2026-10-19
Abound Wealth Management
INCREASED1,6551,633+22+1%$108.8K$101.9K-$6.9K2026-10-26
Trust Co of Vermont
INCREASED1,454412+1,042+253%$27.4K$89.5K+$62.1K2026-10-21
First Premier Bank
UNCHANGED1,4001,40000%$93$86-$72026-10-13
SBI Securities Co., Ltd.
INCREASED1,3511,301+50+4%$86.6K$83.2K-$3.5K2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED1,0711,07100%$71.3K$65.9K-$5.4K2026-11-04
Ascentis Independent Advisors
NEW1,057—+1,057——$65.1K—2026-11-03
Breakwater Investment Management
UNCHANGED1,0161,01600%$67.7K$62.6K-$5.1K2026-10-20
Kroeger Financial Partners
UNCHANGED95495400%$63.5K$58.7K-$4.8K2026-10-19
Financial Perspectives, Inc
UNCHANGED94694600%$63.0K$58.2K-$4.8K2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED94094000%$62.6K$57.9K-$4.7K2026-10-13
Cromwell Holdings LLC
UNCHANGED91591500%$60.9K$56.3K-$4.6K2026-10-28
KFG LLC
NEW764—+764——$47.0K—2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED74874800%$49.8K$46.0K-$3.8K2026-10-23
Hurley Capital, LLC
NEW746—+746——$45.9K—2026-11-05
Mather Group, Llc.
UNCHANGED68068000%$45.3K$41.9K-$3.4K2026-10-14
Larson Financial Group LLC
NEW675—+675——$41.6K—2026-11-05
Fairman Group, LLC
UNCHANGED59959900%$39.9K$36.9K-$3.0K2026-10-26
Citigroup Inc
UNCHANGED52052000%$34.6K$32.0K-$2.6K2026-11-04
Caldwell Trust Co
UNCHANGED50050000%$33.3K$30.8K-$2.5K2026-10-30
EPG Wealth Management LLC
UNCHANGED47247200%$31.4K$29.0K-$2.4K2026-11-03
Costello Asset Management, Inc
UNCHANGED41141100%$27.3K$25.3K-$2.1K2026-10-30
Barrett & Company, Inc.
UNCHANGED39239200%$26.1K$24.2K-$2.0K2026-10-22
Nova Financial LLC
NEW356—+356——$21.9K—2026-11-04
Legacy Bridge, LLC
UNCHANGED31731700%$21.1K$19.5K-$1.6K2026-10-28
Realta Investment Advisors
UNCHANGED31631600%$21.1K$19.5K-$1.6K2026-10-14
Rossby Financial, LCC
NEW315—+315——$19.4K—2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED30030000%$20.0K$18.5K-$1.5K2026-10-20
Buck Wealth Strategies, LLC
DECREASED299309-10-3%$20.6K$18.4K-$2.2K2026-10-28
GK Wealth Management LLC
NEW281—+281——$17.3K—2026-10-09
AlphaCore Capital LLC
DECREASED2782,993-2,715-91%$199.4K$17.1K-$182.2K2026-11-04
Nvwm, LLC
NEW258—+258——$15.9K—2026-10-14
Financial Network Wealth Advisors LLC
NEW184—+184——$11.3K—2026-10-28
Regions Financial Corp
INCREASED177132+45+34%$9$11.0K+$11.0K2026-11-05
Valley National Advisers Inc
UNCHANGED14914900%$9.9K$9.2K-$7512026-10-23
Trust Co of Toledo NA
UNCHANGED13813800%$9.2K$8.5K-$6962026-10-16
Golden State Wealth Management, LLC
INCREASED121108+13+12%$7.2K$7.5K+$2542026-11-02
Davis Capital Management
NEW120—+120——$7.4K—2026-10-08
Blue Trust, Inc.
INCREASED10225+77+308%$1.7K$6.3K+$4.6K2026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW96—+96——$5.9K—2026-10-15
Archer Investment Corp
UNCHANGED919100%$6.1K$5.6K-$4592026-11-05
Centerpoint Advisors, LLC
INCREASED7747+30+64%$3$5+$22026-11-05
Citizens National Bank Trust Department
UNCHANGED757500%$5.0K$4.6K-$3782026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED747400%$4.9K$4.6K-$3732026-10-16
Owl Creek Wealth Partners LLC
NEW67—+67——$4.1K—2026-10-20
Silver Grove Financial Group, Inc.
INCREASED4812+36+300%$799$3.0K+$2.2K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4575-30-40%$5.0K$2.8K-$2.2K2026-10-14
Cullen T Bankers, Inc.
UNCHANGED434300%$2.9K$2.6K-$2172026-10-28
Wolff Wiese Magana LLC
NEW34—+34——$2.1K—2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED252500%$1.7K$1.5K-$1262026-10-13
Key FInancial Inc
UNCHANGED232300%$1.5K$1.4K-$1162026-11-02
Lanark Financial, Inc.
NEW18—+18——$1.1K—2026-10-26
Fairscale Capital, LLC
UNCHANGED171700%$1.1K$1.1K-$132026-11-04
Highline Wealth Partners LLC
DECREASED14134-120-90%$8.9K$862-$8.1K2026-10-19
Powell Investment Advisors, LLC
UNCHANGED131300%$866$800-$662026-10-22
Birchbrook, Inc.
UNCHANGED2200%$134$124-$102026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED030,519-30,519-100%$2.0M$0-$2.0M2026-10-16
Newport Capital Group, LLC
CLOSED08,315-8,315-100%$553.8K$0-$553.8K2026-10-16
Family CFO Inc
CLOSED04,673-4,673-100%$311.2K$0-$311.2K2026-10-30
Forte Asset Management LLC
CLOSED03,344-3,344-100%$222.7K$0-$222.7K2026-10-13
Cypress Capital Group
CLOSED03,230-3,230-100%$215.1K$0-$215.1K2026-11-03
Factor Wealth Management LTD
CLOSED03,221-3,221-100%$214.5K$0-$214.5K2026-10-08
MCF Advisors LLC
CLOSED01,313-1,313-100%$87.4K$0-$87.4K2026-10-28
Salem Investment Counselors Inc
CLOSED0300-300-100%$20.0K$0-$20.0K2026-10-13
Nfsg Corp
CLOSED0152-152-100%$10.1K$0-$10.1K2026-10-15
Creative Capital Management Investments LLC
CLOSED0133-133-100%$8.9K$0-$8.9K2026-10-28
Spire Wealth Management
CLOSED050-50-100%$3.3K$0-$3.3K2026-10-30
Simplex Trading, LLC
CLOSED044-44-100%$2.9K$0-$2.9K2026-11-04
Cornerstone Planning Group LLC
CLOSED021-21-100%$1.4K$0-$1.4K2026-10-16
LifeSteps Financial, Inc.
CLOSED015-15-100%$999$0-$9992026-10-15
SYM Financial Corp
CLOSED09-9-100%$599$0-$5992026-10-26
Northern Trust Corp
N/A—34,693,088-34,693,088-100%$2.3B———
BlackRock, Inc.
N/A—18,820,092-18,820,092-100%$1.3B———
LPL Financial LLC
N/A—11,353,053-11,353,053-100%$756.1M———
Pathstone Holdings, LLC
N/A—3,794,635-3,794,635-100%$252.7M———
NorthRock Partners, LLC
N/A—3,076,200-3,076,200-100%$204.9M———
American Family Investments, Inc.
N/A—2,538,162-2,538,162-100%$169.0M———
Ballentine Partners, LLC
N/A—2,532,785-2,532,785-100%$168.7M———
1832 Asset Management L.P.
N/A—2,011,519-2,011,519-100%$134.0M———
Mariner, LLC
N/A—1,989,126-1,989,126-100%$132.5M———
Morgan Stanley
N/A—1,795,805-1,795,805-100%$119.6M———
Manufacturers Life Insurance Company, the
N/A—1,270,372-1,270,372-100%$84.6M———
Moneta Group Investment Advisors LLC
N/A—1,067,113-1,067,113-100%$71.1M———
Goldman Sachs Group Inc
N/A—843,484-843,484-100%$56.2M———
Bank of America Corp
N/A—791,701-791,701-100%$52.7M———
PNC Financial Services Group, Inc.
N/A—790,918-790,918-100%$52.7M———
Nepc LLC
N/A—781,673-781,673-100%$52.1M———
MAI Capital Management
N/A—681,427-681,427-100%$45.4M———
Wells Fargo & Company
N/A—678,892-678,892-100%$45.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—647,638-647,638-100%$43.1M———
Envestnet Asset Management Inc
N/A—642,333-642,333-100%$42.8M———
CIBC Bancorp USA Inc.
N/A—616,881-616,881-100%$41.0M———
Captrust Financial Advisors
N/A—588,058-588,058-100%$39.2M———
Savant Capital, LLC
N/A—569,157-569,157-100%$37.9M———
Raymond James Financial Inc
N/A—568,474-568,474-100%$37.9M———
JPMorgan Chase & Co
N/A—545,851-545,851-100%$36.8M———
UBS Group AG
N/A—530,606-530,606-100%$35.3M———
CI Investments Inc.
N/A—526,102-526,102-100%$35.0M———
Wealthspire Advisors, LLC
N/A—465,286-465,286-100%$31.0M———
Cerity Partners LLC
N/A—406,796-406,796-100%$27.1M———
Treasurer of the State of North Carolina
N/A—372,227-372,227-100%$24.8M———
Royal Bank of Canada
N/A—370,342-370,342-100%$24.7M———
Heartland Bank & Trust Co
N/A—352,037-352,037-100%$23.4M———
FMR LLC
N/A—351,727-351,727-100%$23.4M———
HighTower Advisors, LLC
N/A—338,617-338,617-100%$22.6M———
B & T Capital Management DBA Alpha Capital Management
N/A—335,509-335,509-100%$22.3M———
Pacific Life Fund Advisors LLC
N/A—306,763-306,763-100%$20.4M———
Ameriprise Financial Inc
N/A—289,039-289,039-100%$19.3M———
First American Trust, FSB
N/A—254,931-254,931-100%$17.0M———
Great Lakes Advisors, LLC
N/A—240,070-240,070-100%$16.0M———
Capital Analysts, LLC
N/A—238,377-238,377-100%$15.9M———
Jane Street Group, LLC
N/A—231,341-231,341-100%$15.4M———
BNP Paribas Financial Markets
N/A—226,937-226,937-100%$15.1M———
Focus Partners Wealth
N/A—220,810-220,810-100%$14.7M———
Cetera Investment Advisers
N/A—191,793-191,793-100%$12.8M———
Hancock Whitney Corp
N/A—181,692-181,692-100%$12.1M———
Susquehanna International Group, LLP
N/A—181,668-181,668-100%$12.1M———
Northwestern Mutual Wealth Management Co
N/A—170,841-170,841-100%$11.4M———
Cavalier Investments, LLC
N/A—167,971-167,971-100%$11.2M———
Bank of Montreal
N/A—165,568-165,568-100%$11.0M———
Principal Securities, Inc.
N/A—160,277-160,277-100%$10.7M———
NorthCoast Asset Management LLC
N/A—129,095-129,095-100%$8.6M———
Janney Montgomery Scott LLC
N/A—122,128-122,128-100%$8.1M———
Equitable Holdings, Inc.
N/A—121,465-121,465-100%$8.1M———
Sanctuary Advisors, LLC
N/A—115,419-115,419-100%$7.7M———
1 North Wealth Services LLC
N/A—112,902-112,902-100%$7.5M———
Capstone Financial Advisors, Inc.
N/A—112,150-112,150-100%$7.5M———
Arbor Trust Wealth Advisors, LLC
N/A—106,725-106,725-100%$7.1M———
Proficio Capital Partners LLC
N/A—101,480-101,480-100%$6.8M———
IFG Advisory, LLC
N/A—94,771-94,771-100%$6.3M———
Johnson Financial Group, Inc.
N/A—92,656-92,656-100%$6.2M———
Maryland State Retirement & Pension System
N/A—90,169-90,169-100%$6.0M———
Alliancebernstein L.P.
N/A—86,082-86,082-100%$5.8M———
EFG International AG
N/A—85,411-85,411-100%$5.7M———
Beta Wealth Group, Inc.
N/A—84,547-84,547-100%$5.6M———
Vestmark Advisory Solutions, Inc.
N/A—84,100-84,100-100%$5.6M———
Private Advisor Group, LLC
N/A—77,672-77,672-100%$5.2M———
Modern Wealth Management, LLC
N/A—73,095-73,095-100%$4.9M———
Integrated Wealth Concepts LLC
N/A—72,015-72,015-100%$4.8M———
Callan Family Office, LLC
N/A—69,272-69,272-100%$4.6M———
Clearstead Advisors, LLC
N/A—66,382-66,382-100%$4.4M———
Stelac Advisory Services LLC
N/A—65,991-65,991-100%$4.4M———
Schroder Investment Management Group
N/A—62,282-62,282-100%$4.2M———
Banco Santander, S.A.
N/A—57,396-57,396-100%$3.8M———
D. E. Shaw & Co., Inc.
N/A—56,838-56,838-100%$3.8M———
IMA Advisory Services, Inc.
N/A—52,266-52,266-100%$3.5M———
Old Mission Capital LLC
N/A—51,983-51,983-100%$3.5M———
&partners
N/A—49,958-49,958-100%$3.3M———
Permanens Capital L.P.
N/A—49,160-49,160-100%$3.3M———
Logan Stone Capital, LLC
N/A—46,037-46,037-100%$3.1M———
EP Wealth Advisors, LLC
N/A—43,444-43,444-100%$2.9M———
Gotham Asset Management, LLC
N/A—41,828-41,828-100%$2.8M———
Stifel Financial Corp
N/A—40,815-40,815-100%$2.7M———
SG Americas Securities, LLC
N/A—40,000-40,000-100%$2.7M———
Jones Financial Companies Lllp
N/A—37,745-37,745-100%$2.5M———
Osaic Holdings, Inc.
N/A—37,433-37,433-100%$2.5M———
Summit Financial, LLC
N/A—35,755-35,755-100%$2.4M———
United Capital Financial Advisors, LLC
N/A—31,703-31,703-100%$2.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—30,648-30,648-100%$2.0M———
Fiducient Advisors LLC
N/A—30,303-30,303-100%$2.0M———
Mercer Global Advisors Inc
N/A—29,768-29,768-100%$2.0M———
Marquette Associates, Inc.
N/A—29,267-29,267-100%$1.9M———
MML Investors Services, LLC
N/A—29,129-29,129-100%$1.9M———
Global Retirement Partners, LLC
N/A—27,778-27,778-100%$1.9M———
Glenmede Trust Co NA
N/A—27,725-27,725-100%$1.8M———
Western Wealth Management, LLC
N/A—26,351-26,351-100%$1.8M———
Pitcairn Wealth Advisors LLC
N/A—25,936-25,936-100%$1.7M———
Richard W. Paul & Associates, LLC
N/A—25,801-25,801-100%$1.7M———
Brio Consultants, LLC
N/A—25,100-25,100-100%$1.7M———
Stonebridge Financial Planning Group, LLC
N/A—23,960-23,960-100%$1.6M———
OneAscent Financial Services LLC
N/A—23,565-23,565-100%$1.6M———
CIBC World Market Inc.
N/A—21,258-21,258-100%$1.4M———
Wellington-Altus USA Inc.
N/A—20,988-20,988-100%$1.4M———
Nicolet Bankshares Inc
N/A—19,849-19,849-100%$1.3M———
Nomura Asset Management International Inc.
N/A—18,448-18,448-100%$1.2M———
1ST Source Bank
N/A—18,426-18,426-100%$1.2M———
Chicago Wealth Management, Inc.
N/A—18,390-18,390-100%$1.2M———
UBS Asset Management Americas LLC
N/A—18,026-18,026-100%$1.2M———
Mutual Advisors, LLC
N/A—17,877-17,877-100%$1.2M———
Rock Creek Group LLC
N/A—17,688-17,688-100%$1.2M———
Johnson Investment Counsel Inc
N/A—17,173-17,173-100%$1.1M———
Arax Advisory Partners
N/A—15,264-15,264-100%$1.0M———
Fox Hill Wealth Management
N/A—14,818-14,818-100%$986.9K———
UMB Bank, n.a.
N/A—14,634-14,634-100%$974.6K———
Rockefeller Capital Management L.P.
N/A—14,186-14,186-100%$944.9K———
Huntington National Bank
N/A—13,963-13,963-100%$929.9K———
Waverly Advisors, LLC
N/A—12,479-12,479-100%$831.1K———
Basecamp Wealth Advisors LLC
N/A—12,380-12,380-100%$824.5K———
NewEdge Advisors, LLC
N/A—12,293-12,293-100%$818.7K———
Operose Advisors LLC
N/A—11,320-11,320-100%$753.9K———
M&T Bank Corp
N/A—11,258-11,258-100%$749.8K———
Comprehensive Money Management Services LLC
N/A—11,228-11,228-100%$747.8K———
Rothschild Wealth LLC
N/A—10,405-10,405-100%$693.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—10,222-10,222-100%$680.0K———
Federation des caisses Desjardins du Quebec
N/A—10,104-10,104-100%$672.9K———
Beacon Pointe Advisors, LLC
N/A—9,849-9,849-100%$655.9K———
SVB Wealth LLC
N/A—9,795-9,795-100%$652.3K———
Motco
N/A—9,757-9,757-100%$649.8K———
Blair William & Co
N/A—9,672-9,672-100%$644.2K———
Peapack Gladstone Financial Corp
N/A—9,545-9,545-100%$636.0K———
Merit Financial Group, LLC
N/A—9,539-9,539-100%$635.3K———
Readystate Asset Management LP
N/A—9,401-9,401-100%$626.1K———
Sunbeam Capital Management, LLC
N/A—9,368-9,368-100%$623.9K———
Steward Partners Investment Advisory, LLC
N/A—9,199-9,199-100%$612.6K———
Evergreen Wealth Partners LLC
N/A—9,157-9,157-100%$609.9K———
Advisory Services Network, LLC
N/A—9,136-9,136-100%$608.5K———
Marshall Wace, LLP
N/A—9,024-9,024-100%$601.0K———
Allie Family Office LLC
N/A—8,786-8,786-100%$585.1K———
Fairlight Advisors
N/A—8,754-8,754-100%$583.0K———
Quantinno Capital Management LP
N/A—8,647-8,647-100%$575.9K———
Moors & Cabot, Inc.
N/A—8,640-8,640-100%$575.4K———
AQR Capital Management LLC
N/A—8,545-8,545-100%$569.1K———
SCS Capital Management LLC
N/A—8,397-8,397-100%$559.2K———
Inspire Advisors, LLC
N/A—8,227-8,227-100%$547.9K———
Greenwich Wealth Management LLC
N/A—8,054-8,054-100%$536.0K———
Second Half Financial Partners, LLC
N/A—7,876-7,876-100%$524.5K———
OneDigital Investment Advisors LLC
N/A—7,805-7,805-100%$519.8K———
HighPoint Advisor Group LLC
N/A—7,669-7,669-100%$510.8K———
Tudor Investment Corp ET AL
N/A—7,626-7,626-100%$507.9K———
Stratos Wealth Partners, Ltd.
N/A—7,597-7,597-100%$506.0K———
Neuberger Berman Group LLC
N/A—7,083-7,083-100%$471.7K———
Teachers Insurance & Annuity Association of America
N/A—6,946-6,946-100%$462.6K———
CreativeOne Wealth, LLC
N/A—6,692-6,692-100%$445.7K———
BBR Partners, LLC
N/A—6,677-6,677-100%$444.7K———
Emerald Investment Advisers, LLC
N/A—6,435-6,435-100%$428.6K———
HTG Investment Advisors, Inc.
N/A—6,224-6,224-100%$414.5K———
Aptus Capital Advisors, LLC
N/A—5,828-5,828-100%$388.1K———
Commerce Bank
N/A—5,677-5,677-100%$378.1K———
Harbour Investments, Inc.
N/A—5,456-5,456-100%$363.4K———
NewEdge Wealth, LLC
N/A—5,384-5,384-100%$358.6K———
Cresset Asset Management, LLC
N/A—5,281-5,281-100%$351.7K———
Cambient Family Office, LLC
N/A—5,218-5,218-100%$347.5K———
Argent Advisors, Inc.
N/A—5,150-5,150-100%$343.0K———
Nalls Sherbakoff Group, LLC
N/A—4,907-4,907-100%$326.8K———
Forum Finance Group S.A.
N/A—4,883-4,883-100%$263———
Qube Research & Technologies Ltd
N/A—4,823-4,823-100%$321.2K———
Freedom Investment Management, Inc.
N/A—4,474-4,474-100%$298.0K———
IEQ Capital, LLC
N/A—4,309-4,309-100%$287.0K———
Brown Advisory Inc
N/A—4,293-4,293-100%$285.9K———
Matrix Private Capital Group LLC
N/A—4,267-4,267-100%$284.2K———
Savvy Advisors, Inc.
N/A—4,235-4,235-100%$282.0K———
Institute for Wealth Management, Llc.
N/A—4,203-4,203-100%$279.9K———
Pinnacle Financial Partners, Inc.
N/A—3,960-3,960-100%$263.8K———
Composition Wealth, LLC
N/A—3,859-3,859-100%$257.0K———
Summit Trail Advisors, LLC
N/A—3,851-3,851-100%$256.5K———
Scotia Capital Inc.
N/A—3,820-3,820-100%$254.4K———
Benjamin Edwards Inc
N/A—3,811-3,811-100%$253.8K———
Keebeck Wealth Management
N/A—3,791-3,791-100%$252.5K———
Envestnet Portfolio Solutions, Inc.
N/A—3,784-3,784-100%$252.0K———
Dynasty Wealth Management, LLC
N/A—3,778-3,778-100%$251.6K———
Hills Bank & Trust Co
N/A—3,675-3,675-100%$244.8K———
Caprock Group, LLC
N/A—3,573-3,573-100%$238.0K———
FFT Wealth Management LLC
N/A—3,565-3,565-100%$237.4K———
Collier Financial
N/A—3,471-3,471-100%$231.2K———
Great Valley Advisor Group, Inc.
N/A—3,422-3,422-100%$227.9K———
Perennial Investment Advisors, LLC
N/A—3,252-3,252-100%$216.6K———
Destination Wealth Management
N/A—3,234-3,234-100%$215.4K———
Causey Wealth LLC
N/A—3,222-3,222-100%$214.6K———
Synergy Investment Management, LLC
N/A—3,200-3,200-100%$213.1K———
Alaska Wealth Advisors, LLC
N/A—3,061-3,061-100%$203.9K———
Evelyn Partners Group Ltd
N/A—2,945-2,945-100%$190.8K———
NBH Bank
N/A—2,853-2,853-100%$190.0K———
Franklin Resources Inc
N/A—2,826-2,826-100%$188.2K———
National Bank of Canada
N/A—2,716-2,716-100%$181.6K———
Bessemer Group Inc
N/A—2,538-2,538-100%$169.0K———
AE Wealth Management LLC
N/A—2,510-2,510-100%$167.2K———
Morgan Dempsey Capital Management LLC
N/A—2,231-2,231-100%$148.6K———
Smartleaf Asset Management LLC
N/A—2,144-2,144-100%$144.4K———
Mittelman Wealth Management
N/A—1,973-1,973-100%$237.8K———
Founders Financial Alliance, LLC
N/A—1,943-1,943-100%$129.4K———
Continuum Advisory, LLC
N/A—1,784-1,784-100%$118.8K———
Deutsche Bank Ag\
N/A—1,680-1,680-100%$111.9K———
Tidemark, LLC
N/A—1,545-1,545-100%$102.9K———
Vanguard National Trust Co
N/A—1,497-1,497-100%$99.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,432-1,432-100%$95.4K———
Brown Brothers Harriman & Co
N/A—1,424-1,424-100%$94.8K———
Allworth Financial LP
N/A—1,286-1,286-100%$85.6K———
Meramec Financial Planners, LLC
N/A—1,252-1,252-100%$83.7K———
Whittier Trust Co of Nevada Inc
N/A—1,200-1,200-100%$80.6K———
BFC Planning, Inc.
N/A—1,065-1,065-100%$70.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,065-1,065-100%$70.9K———
Dunhill Financial, LLC
N/A—818-818-100%$54.5K———
Vision Retirement, LLC
N/A—787-787-100%$52.4K———
Regatta Research & Money Management
N/A—776-776-100%$51.7K———
Ancora Advisors LLCA
N/A—708-708-100%$47.2K———
Fourth Dimension Wealth, LLC
N/A—643-643-100%$42.8K———
Ameriflex Group, Inc.
N/A—550-550-100%$36.6K———
PlanVest Financial, Inc
N/A—513-513-100%$34.2K———
Bartlett & Co. Wealth Management LLC
N/A—420-420-100%$28.0K———
Zions Bancorporation, National Association
N/A—395-395-100%$26.3K———
O'shaughnessy Asset Management, LLC
N/A—383-383-100%$25.5K———
Fiduciary Financial Advisors
N/A—363-363-100%$24.2K———
Tacita Capital Inc
N/A—345-345-100%$23.0K———
Ballast Advisors LLC
N/A—300-300-100%$20.0K———
Keating Financial Advisory Services, Inc.
N/A—297-297-100%$19.8K———
Highland Investment Advisors LLC
N/A—267-267-100%$17.8K———
Quent Capital, LLC
N/A—210-210-100%$14.0K———
Boreal Capital Management LLC
N/A—170-170-100%$11.3K———
Transamerica Financial Advisors, LLC
N/A—108-108-100%$7.2K———
Anchor Investment Management, LLC
N/A—100-100-100%$6.7K———
SHP Wealth Management
N/A—98-98-100%$6.5K———
Darwin Wealth Management, LLC
N/A—82-82-100%$5.5K———
Glen Eagle Advisors, LLC
N/A—72-72-100%$4.8K———
Rialto Wealth Management, LLC
N/A—64-64-100%$4.3K———
BankPlus Trust Department
N/A—53-53-100%$3.5K———
N.E.W. Advisory Services LLC
N/A—45-45-100%$3.0K———
Atomic Invest LLC
N/A—37-37-100%$2.5K———
XP Advisory US, Inc.
N/A—27-27-100%$1.8K———
Godfrey Financial Associates, Inc.
N/A—24-24-100%$1.6K———
Hollencrest Capital Management
N/A—22-22-100%$1.5K———
Vanguard Advisers Inc
N/A—20-20-100%$1.3K———
Strategic Wealth Partners, Ltd.
N/A—19-19-100%$1.3K———
Rothschild Investment LLC
N/A—4-4-100%$266———
Hantz Financial Services, Inc.
N/A—1-1-100%$0———
Russell Investments Group, Ltd.
N/A—1-1-100%$55———
Showing 473 of 473 institutions