IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares U.S. Home Constructi (ITB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
DECREASED
Shares783,210 from 953,975
Change-170,765 (-18%)
Value$68.2M (-$31.5M)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares313,692 from 1,061,830
Change-748,138 (-70%)
Value$27.3M (-$83.6M)
Filed 2026-10-28
Equity Investment Corp
NEW
Shares176,665
Change+176,665
Value$15.4M
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares111,101 from 110,853
Change+248 (+0%)
Value$9.7M (-$1.9M)
Filed 2026-10-07
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares70,594 from 71,932
Change-1,338 (-2%)
Value$6.1M (-$1.4M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares63,564 from 64,760
Change-1,196 (-2%)
Value$5.5K (-$6.8M)
Filed 2026-11-02
Cottonwood Capital Advisors, LLC
DECREASED
Shares55,366 from 55,786
Change-420 (-1%)
Value$4.8M (-$1.0M)
Filed 2026-10-20
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares50,124 from 48,770
Change+1,354 (+3%)
Value$4.4M (-$733.7K)
Filed 2026-11-02
McGuire Investment Group, LLC
INCREASED
Shares47,199 from 46,251
Change+948 (+2%)
Value$4.1M (-$725.0K)
Filed 2026-10-23
Forte Asset Management LLC
INCREASED
Shares44,117 from 36,318
Change+7,799 (+21%)
Value$3.8M (+$44.5K)
Filed 2026-10-13
Washington Growth Strategies LLC
DECREASED
Shares35,851 from 36,694
Change-843 (-2%)
Value$3.1M (-$714.0K)
Filed 2026-10-19
Bank of New York Mellon Corp
INCREASED
Shares33,875 from 4,767
Change+29,108 (+611%)
Value$2.9M (+$2.4M)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares32,351 from 34,451
Change-2,100 (-6%)
Value$2.8M (-$784.3K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
NEW
Shares28,082
Change+28,082
Value$2.5M
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares22,189 from 21,612
Change+577 (+3%)
Value$1.9M (-$327.1K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares21,455 from 21,125
Change+330 (+2%)
Value$1.9M (-$340.2K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares18,608 from 18,816
Change-208 (-1%)
Value$1.6M (-$346.6K)
Filed 2026-11-02
Congress Asset Management Co
NEW
Shares18,275
Change+18,275
Value$1.6M
Filed 2026-10-06
Sheets Smith Wealth Management
INCREASED
Shares17,479 from 16,473
Change+1,006 (+6%)
Value$1.5M (-$200.1K)
Filed 2026-10-16
Parsons Capital Management Inc
DECREASED
Shares17,144 from 17,544
Change-400 (-2%)
Value$1.5M (-$341.1K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares16,935 from 23,233
Change-6,298 (-27%)
Value$1.5M (-$953.7K)
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares15,845 from 2,712
Change+13,133 (+484%)
Value$1.4M (+$1.1M)
Filed 2026-11-05
Uhlmann Price Securities, LLC
INCREASED
Shares14,733 from 13,949
Change+784 (+6%)
Value$1.3M (-$175.8K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares14,660 from 14,760
Change-100 (-1%)
Value$1.3M (-$266.4K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares14,512 from 15,399
Change-887 (-6%)
Value$1.3M (-$346.1K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
DECREASED
Shares14,329 from 30,552
Change-16,223 (-53%)
Value$1.3M (-$1.9M)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares13,611 from 1,594
Change+12,017 (+754%)
Value$1.2M (+$1.0M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares11,001 from 9,492
Change+1,509 (+16%)
Value$1.0M (+$28.5K)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares10,535 from 9,913
Change+622 (+6%)
Value$916.8K (-$119.0K)
Filed 2026-10-08
Lyell Wealth Management, LP
DECREASED
Shares9,923 from 14,222
Change-4,299 (-30%)
Value$863.5K (-$622.4K)
Filed 2026-10-30
AMI Asset Management Corp
NEW
Shares9,911
Change+9,911
Value$862.4K
Filed 2026-10-20
Mirabaud & Cie SA
UNCHANGED
Shares9,800 from 9,800
Change0 (0%)
Value$852.6K (-$171.3K)
Filed 2026-10-27
Absolute Capital Management, LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$826.7K (-$165.9K)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares9,450 from 11,010
Change-1,560 (-14%)
Value$822.3K (-$328.0K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares8,586 from 12,941
Change-4,355 (-34%)
Value$747.2K (-$604.9K)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares8,515 from 8,690
Change-175 (-2%)
Value$741.0K (-$167.0K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED
Shares8,346 from 8,337
Change+9 (+0%)
Value$726.2K (-$144.8K)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED
Shares8,341 from 8,377
Change-36 (0%)
Value$725.8K (-$149.4K)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares8,311 from 21,523
Change-13,212 (-61%)
Value$723.3K (-$1.5M)
Filed 2026-11-05
Quantum Private Wealth, LLC
DECREASED
Shares7,666 from 8,120
Change-454 (-6%)
Value$667.1K (-$181.3K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares7,651 from 7,166
Change+485 (+7%)
Value$665.8K (-$82.9K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares7,567 from 9,415
Change-1,848 (-20%)
Value$658.5K (-$325.2K)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares7,398 from 9,891
Change-2,493 (-25%)
Value$643.8K (-$389.6K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares6,511 from 11,332
Change-4,821 (-43%)
Value$566.6K (-$617.4K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares6,137 from 6,179
Change-42 (-1%)
Value$534.0K (-$111.6K)
Filed 2026-10-30
Sterling Investment Advisors, Ltd.
DECREASED
Shares6,083 from 6,122
Change-39 (-1%)
Value$529.3K (-$110.3K)
Filed 2026-10-27
Riverbridge Partners LLC
NEW
Shares5,794
Change+5,794
Value$504.2K
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
NEW
Shares5,526
Change+5,526
Value$481.0K
Filed 2026-11-05
Summit Financial Consulting LLC
NEW
Shares5,418
Change+5,418
Value$471.5K
Filed 2026-10-15
Certified Advisory Corp
INCREASED
Shares4,900 from 4,894
Change+6 (+0%)
Value$426.4K (-$84.9K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares4,711 from 4,169
Change+542 (+13%)
Value$410.0K (-$25.6K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares4,620 from 5,289
Change-669 (-13%)
Value$402.0K (-$150.6K)
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares4,487
Change+4,487
Value$423.5K
Filed 2026-11-03
WestEnd Advisors, LLC
NEW
Shares4,345
Change+4,345
Value$378.1K
Filed 2026-10-27
Aprio Wealth Management, LLC
DECREASED
Shares4,229 from 6,117
Change-1,888 (-31%)
Value$368.0K (-$271.1K)
Filed 2026-10-28
Peddock Capital Advisors, LLC
DECREASED
Shares4,153 from 4,516
Change-363 (-8%)
Value$361.4K (-$110.5K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares4,145 from 20,355
Change-16,210 (-80%)
Value$360.6K (-$1.8M)
Filed 2026-10-21
Davenport & Co LLC
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$357.4K (-$71.7K)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$351.0K (-$70.4K)
Filed 2026-10-26
Cambridge Advisors Inc.
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$330.7K (-$66.3K)
Filed 2026-10-19
Advisory Advocates, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$322.0K (-$64.6K)
Filed 2026-11-05
Cora Capital Advisors LLC
UNCHANGED
Shares3,547 from 3,547
Change0 (0%)
Value$308.7K (-$61.9K)
Filed 2026-11-02
Argyle Capital Partners, LLC
DECREASED
Shares3,514 from 5,102
Change-1,588 (-31%)
Value$305.8K (-$227.2K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,275 from 3,139
Change+136 (+4%)
Value$281.2K (-$25.6K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares3,253 from 3,354
Change-101 (-3%)
Value$299.6K (-$36.9K)
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares3,134 from 3,184
Change-50 (-2%)
Value$272.7K (-$59.9K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares3,051 from 2,374
Change+677 (+29%)
Value$265.5K (+$17.5K)
Filed 2026-10-28
RFG Advisory, LLC
NEW
Shares3,015
Change+3,015
Value$262.4K
Filed 2026-11-03
Cambiar Investors LLC
NEW
Shares2,934
Change+2,934
Value$255.3K
Filed 2026-11-04
Howard Wealth Management, LLC
DECREASED
Shares2,920 from 2,994
Change-74 (-2%)
Value$254.2K (-$58.7K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares2,782 from 3,360
Change-578 (-17%)
Value$243.1K (-$100.2K)
Filed 2026-11-02
Keudell ison Wealth Management
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$240.8K (-$48.3K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares2,696 from 2,119
Change+577 (+27%)
Value$234.6K (+$13.2K)
Filed 2026-11-03
Capital Investment Counsel, LLC
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$233.2K (-$46.8K)
Filed 2026-10-14
Capital Square, LLC
DECREASED
Shares2,679 from 2,738
Change-59 (-2%)
Value$233.2K (-$34.6K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares2,637 from 2,635
Change+2 (+0%)
Value$230.0K (-$45.0K)
Filed 2026-11-05
Ryan Investment Management, Inc.
NEW
Shares2,586
Change+2,586
Value$225.0K
Filed 2026-10-20
IFC & Insurance Marketing, Inc.
INCREASED
Shares2,552 from 2,549
Change+3 (+0%)
Value$222.1K (-$44.2K)
Filed 2026-10-16
Crumly & Associates Inc.
INCREASED
Shares2,547 from 2,525
Change+22 (+1%)
Value$221.7K (-$42.2K)
Filed 2026-10-07
Family Capital Management, Inc.
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$221.0K (-$44.3K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares2,442 from 2,583
Change-141 (-5%)
Value$212.5K (-$57.4K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
UNCHANGED
Shares2,414 from 2,414
Change0 (0%)
Value$210.1K (-$42.1K)
Filed 2026-11-02
Eagle Strategies LLC
DECREASED
Shares2,404 from 2,567
Change-163 (-6%)
Value$209.2K (-$59.0K)
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$205.4K (-$41.2K)
Filed 2026-10-22
Trust Point Inc.
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$200.8K (-$40.3K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares1,961 from 1,959
Change+2 (+0%)
Value$170.7K (-$34.1K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares1,804 from 1,799
Change+5 (+0%)
Value$157.0K (-$31.0K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares1,757 from 1,757
Change0 (0%)
Value$152.9K (-$30.7K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares1,716 from 1,765
Change-49 (-3%)
Value$149.3K (-$35.1K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares1,515 from 1,397
Change+118 (+8%)
Value$131.8K (-$14.1K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$123.2K (-$21.6K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares1,419 from 919
Change+500 (+54%)
Value$123.5K (+$27.5K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares1,415 from 1,150
Change+265 (+23%)
Value$123.2K (+$3.0K)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
NEW
Shares1,077
Change+1,077
Value$94
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares1,060 from 1,440
Change-380 (-26%)
Value$92.2K (-$58.2K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED
Shares855 from 1,984
Change-1,129 (-57%)
Value$74.4K (-$132.8K)
Filed 2026-10-26
Rossby Financial, LCC
NEW
Shares758
Change+758
Value$66.0K
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares506 from 502
Change+4 (+1%)
Value$44.0K (-$8.4K)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares504
Change+504
Value$43.9K
Filed 2026-10-29
Hanson & Doremus Investment Management
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$42 (-$51.0K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares476 from 472
Change+4 (+1%)
Value$41.4K (-$7.9K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$34.8K (-$7.0K)
Filed 2026-11-03
Canton Hathaway, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$34.4K (-$6.9K)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$31.8K (-$6.4K)
Filed 2026-11-03
Thompson Investment Management, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$30.5K (-$6.1K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares331 from 280
Change+51 (+18%)
Value$28.8K (-$470)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
NEW
Shares300
Change+300
Value$26.1K
Filed 2026-10-27
Redwood Park Advisors LLC
INCREASED
Shares292 from 291
Change+1 (+0%)
Value$25.4K (-$5.0K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares290 from 330
Change-40 (-12%)
Value$25.2K (-$9.2K)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$24.5K (-$4.9K)
Filed 2026-11-05
Eastern Bank
NEW
Shares271
Change+271
Value$23.6K
Filed 2026-10-05
Blue Trust, Inc.
INCREASED
Shares237 from 81
Change+156 (+193%)
Value$20.6K (+$12.1K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$18.8K (-$3.8K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.4K (-$3.5K)
Filed 2026-10-23
Avion Wealth
DECREASED
Shares198 from 345
Change-147 (-43%)
Value$17 (-$36.0K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.1K (-$2.6K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.1K (-$2.6K)
Filed 2026-11-04
Adirondack Trust Co
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$13.0K (-$2.6K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$11.3K (-$2.3K)
Filed 2026-10-23
Hughes Financial Services, LLC
NEW
Shares129
Change+129
Value$11.9K
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$10.4K (-$2.0K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$9.8K (-$1.9K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$9.3K (-$1.8K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$9.1K (-$1.8K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
DECREASED
Shares102 from 919
Change-817 (-89%)
Value$8.9K (-$87.2K)
Filed 2026-10-09
Sterling Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.7K (-$1.7K)
Filed 2026-10-22
Planning Strategies Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.0K (-$1.4K)
Filed 2026-10-02
CX Institutional
INCREASED
Shares65 from 63
Change+2 (+3%)
Value$6 (-$1)
Filed 2026-10-02
Aventus Investment Advisors, Inc.
DECREASED
Shares59 from 133
Change-74 (-56%)
Value$5.1K (-$8.8K)
Filed 2026-10-09
Evermay Wealth Management LLC
DECREASED
Shares54 from 58
Change-4 (-7%)
Value$4.7K (-$1.4K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares45
Change+45
Value$3.9K
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares40
Change+40
Value$3.5K
Filed 2026-11-03
Creative Financial Designs Inc
NEW
Shares35
Change+35
Value$3.0K
Filed 2026-11-04
High Note Wealth, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.9K (-$576)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares27
Change+27
Value$2.3K
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares26 from 62
Change-36 (-58%)
Value$2.3K (-$4.2K)
Filed 2026-10-08
Abound Wealth Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.9K (-$384)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares20
Change+20
Value$1.7K
Filed 2026-10-30
Barrett & Company, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (-$351)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.7K (-$332)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (-$315)
Filed 2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.4K (-$280)
Filed 2026-10-06
Duncker Streett & Co Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.4K (-$280)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.4K (-$280)
Filed 2026-10-27
Biltmore Family Office, LLC
NEW
Shares8
Change+8
Value$696
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$627 (-$123)
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$522 (-$105)
Filed 2026-10-14
Mechanics Financial Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$522 (-$105)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$435 (-$87)
Filed 2026-10-30
William John Sempolinski
CLOSED
Shares0 from 26,497
Change-26,497 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-20
Transcendent Capital Group LLC
CLOSED
Shares0 from 18,714
Change-18,714 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Brookstone Capital Management
CLOSED
Shares0 from 8,191
Change-8,191 (-100%)
Value$0 (-$855.8K)
Filed 2026-10-22
Town Capital LLC
CLOSED
Shares0 from 3,075
Change-3,075 (-100%)
Value$0 (-$321.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 3,026
Change-3,026 (-100%)
Value$0 (-$316.1K)
Filed 2026-10-21
Wespac Advisors, LLC
CLOSED
Shares0 from 2,888
Change-2,888 (-100%)
Value$0 (-$301.7K)
Filed 2026-10-26
Guardian Asset Advisors, LLC
CLOSED
Shares0 from 2,579
Change-2,579 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 2,244
Change-2,244 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-08
Carret Asset Management, LLC
CLOSED
Shares0 from 2,229
Change-2,229 (-100%)
Value$0 (-$232.9K)
Filed 2026-11-04
Obermeyer Wealth Partners
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,190
Change-2,190 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-15
Sowell Financial Services LLC
CLOSED
Shares0 from 2,171
Change-2,171 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 2,109
Change-2,109 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-29
Elco Management Co., LLC
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-14
Sigma Planning Corp
CLOSED
Shares0 from 2,083
Change-2,083 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-23
Mullaney, Keating & Wright, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$209.0K)
Filed 2026-11-02
Ignite Planners, LLC
CLOSED
Shares0 from 1,969
Change-1,969 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 1,949
Change-1,949 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-14
RMG Wealth Management LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$69.7K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$40.4K)
Filed 2026-10-26
Bochk Asset Management Ltd
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-29
Princeton Global Asset Management LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$310.7K (-$97.8K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 6,877,437
Change-6,877,437 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,874,777
Change-1,874,777 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,715,707
Change-1,715,707 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,440,000
Change-1,440,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 718,465
Change-718,465 (-100%)
Value—
UBS Group AG
N/A
Shares— from 711,238
Change-711,238 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 550,464
Change-550,464 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 480,000
Change-480,000 (-100%)
Value—
Barclays PLC
N/A
Shares— from 472,069
Change-472,069 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 425,103
Change-425,103 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 340,201
Change-340,201 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 332,910
Change-332,910 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 252,678
Change-252,678 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 243,671
Change-243,671 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 214,144
Change-214,144 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 199,105
Change-199,105 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 183,567
Change-183,567 (-100%)
Value—
Night Squared LP
N/A
Shares— from 180,684
Change-180,684 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 108,288
Change-108,288 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 96,087
Change-96,087 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 89,297
Change-89,297 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 82,822
Change-82,822 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 80,622
Change-80,622 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 75,071
Change-75,071 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 72,034
Change-72,034 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 67,321
Change-67,321 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 67,000
Change-67,000 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 62,654
Change-62,654 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 53,550
Change-53,550 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 53,236
Change-53,236 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 52,346
Change-52,346 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 39,147
Change-39,147 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 38,920
Change-38,920 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 37,574
Change-37,574 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,603
Change-35,603 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 32,033
Change-32,033 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,674
Change-31,674 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 31,634
Change-31,634 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 31,298
Change-31,298 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 29,972
Change-29,972 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 29,680
Change-29,680 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,599
Change-28,599 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,368
Change-28,368 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,483
Change-27,483 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 25,622
Change-25,622 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 24,447
Change-24,447 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 24,265
Change-24,265 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 23,245
Change-23,245 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 22,153
Change-22,153 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,510
Change-20,510 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 20,304
Change-20,304 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,215
Change-20,215 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 19,685
Change-19,685 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17,787
Change-17,787 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,289
Change-17,289 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 16,661
Change-16,661 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,338
Change-16,338 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,168
Change-16,168 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,834
Change-15,834 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,693
Change-14,693 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 14,303
Change-14,303 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 13,094
Change-13,094 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,962
Change-12,962 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 12,540
Change-12,540 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 11,662
Change-11,662 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,271
Change-11,271 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
&partners
N/A
Shares— from 9,763
Change-9,763 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 9,741
Change-9,741 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 9,430
Change-9,430 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 8,802
Change-8,802 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,279
Change-8,279 (-100%)
Value—
Main Management LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,608
Change-6,608 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,537
Change-6,537 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 673
Change-673 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 619
Change-619 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 556
Change-556 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 499
Change-499 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 196
Change-196 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 100
Change-100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 84
Change-84 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 33
Change-33 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16
Change-16 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Citigroup Inc
DECREASED783,210953,975-170,765-18%$99.7M$68.2M-$31.5M2026-11-04
Meitav Investment House LTD
DECREASED313,6921,061,830-748,138-70%$110.9M$27.3M-$83.6M2026-10-28
Equity Investment Corp
NEW176,665—+176,665——$15.4M—2026-11-04
Venture Visionary Partners LLC
INCREASED111,101110,853+248+0%$11.6M$9.7M-$1.9M2026-10-07
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED70,59471,932-1,338-2%$7.5M$6.1M-$1.4M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED63,56464,760-1,196-2%$6.8M$5.5K-$6.8M2026-11-02
Cottonwood Capital Advisors, LLC
DECREASED55,36655,786-420-1%$5.8M$4.8M-$1.0M2026-10-20
Mader & Shannon Wealth Management, Inc.
INCREASED50,12448,770+1,354+3%$5.1M$4.4M-$733.7K2026-11-02
McGuire Investment Group, LLC
INCREASED47,19946,251+948+2%$4.8M$4.1M-$725.0K2026-10-23
Forte Asset Management LLC
INCREASED44,11736,318+7,799+21%$3.8M$3.8M+$44.5K2026-10-13
Washington Growth Strategies LLC
DECREASED35,85136,694-843-2%$3.8M$3.1M-$714.0K2026-10-19
Bank of New York Mellon Corp
INCREASED33,8754,767+29,108+611%$498.0K$2.9M+$2.4M2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED32,35134,451-2,100-6%$3.6M$2.8M-$784.3K2026-10-29
Allspring Global Investments Holdings, LLC
NEW28,082—+28,082——$2.5M—2026-11-04
Kestra Advisory Services, LLC
INCREASED22,18921,612+577+3%$2.3M$1.9M-$327.1K2026-11-02
Cordoba Advisory Partners LLC
INCREASED21,45521,125+330+2%$2.2M$1.9M-$340.2K2026-10-19
Creative Planning
DECREASED18,60818,816-208-1%$2.0M$1.6M-$346.6K2026-11-02
Congress Asset Management Co
NEW18,275—+18,275——$1.6M—2026-10-06
Sheets Smith Wealth Management
INCREASED17,47916,473+1,006+6%$1.7M$1.5M-$200.1K2026-10-16
Parsons Capital Management Inc
DECREASED17,14417,544-400-2%$1.8M$1.5M-$341.1K2026-10-28
Commonwealth Equity Services, LLC
DECREASED16,93523,233-6,298-27%$2.4M$1.5M-$953.7K2026-11-02
Imc-Chicago, LLC
INCREASED15,8452,712+13,133+484%$283.4K$1.4M+$1.1M2026-11-05
Uhlmann Price Securities, LLC
INCREASED14,73313,949+784+6%$1.5M$1.3M-$175.8K2026-11-03
Pinnacle Associates LTD
DECREASED14,66014,760-100-1%$1.5M$1.3M-$266.4K2026-10-20
D.A. Davidson & Co.
DECREASED14,51215,399-887-6%$1.6M$1.3M-$346.1K2026-10-28
Capital Asset Advisory Services LLC
DECREASED14,32930,552-16,223-53%$3.2M$1.3M-$1.9M2026-10-30
Fifth Third Bancorp
INCREASED13,6111,594+12,017+754%$166.5K$1.2M+$1.0M2026-11-05
Prospera Financial Services Inc
INCREASED11,0019,492+1,509+16%$991.7K$1.0M+$28.5K2026-11-04
Titleist Asset Management, LLC
INCREASED10,5359,913+622+6%$1.0M$916.8K-$119.0K2026-10-08
Lyell Wealth Management, LP
DECREASED9,92314,222-4,299-30%$1.5M$863.5K-$622.4K2026-10-30
AMI Asset Management Corp
NEW9,911—+9,911——$862.4K—2026-10-20
Mirabaud & Cie SA
UNCHANGED9,8009,80000%$1.0M$852.6K-$171.3K2026-10-27
Absolute Capital Management, LLC
UNCHANGED9,5009,50000%$992.6K$826.7K-$165.9K2026-10-16
Montag A & Associates Inc
DECREASED9,45011,010-1,560-14%$1.2M$822.3K-$328.0K2026-10-29
IFP Advisors, Inc
DECREASED8,58612,941-4,355-34%$1.4M$747.2K-$604.9K2026-10-16
RDA Financial Network
DECREASED8,5158,690-175-2%$907.9K$741.0K-$167.0K2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED8,3468,337+9+0%$871.1K$726.2K-$144.8K2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED8,3418,377-360%$875.2K$725.8K-$149.4K2026-11-05
Meridian Wealth Management, LLC
DECREASED8,31121,523-13,212-61%$2.2M$723.3K-$1.5M2026-11-05
Quantum Private Wealth, LLC
DECREASED7,6668,120-454-6%$848.4K$667.1K-$181.3K2026-10-20
Truist Financial Corp
INCREASED7,6517,166+485+7%$748.7K$665.8K-$82.9K2026-10-30
Oppenheimer & Co Inc
DECREASED7,5679,415-1,848-20%$983.7K$658.5K-$325.2K2026-10-26
AlphaCore Capital LLC
DECREASED7,3989,891-2,493-25%$1.0M$643.8K-$389.6K2026-11-04
Independent Financial Group, LLC
DECREASED6,51111,332-4,821-43%$1.2M$566.6K-$617.4K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED6,1376,179-42-1%$645.6K$534.0K-$111.6K2026-10-30
Sterling Investment Advisors, Ltd.
DECREASED6,0836,122-39-1%$639.6K$529.3K-$110.3K2026-10-27
Riverbridge Partners LLC
NEW5,794—+5,794——$504.2K—2026-11-05
Thompson Siegel & Walmsley LLC
NEW5,526—+5,526——$481.0K—2026-11-05
Summit Financial Consulting LLC
NEW5,418—+5,418——$471.5K—2026-10-15
Certified Advisory Corp
INCREASED4,9004,894+6+0%$511.3K$426.4K-$84.9K2026-10-29
Assetmark, Inc
INCREASED4,7114,169+542+13%$435.6K$410.0K-$25.6K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED4,6205,289-669-13%$552.6K$402.0K-$150.6K2026-10-16
StoneX Group Inc.
NEW4,487—+4,487——$423.5K—2026-11-03
WestEnd Advisors, LLC
NEW4,345—+4,345——$378.1K—2026-10-27
Aprio Wealth Management, LLC
DECREASED4,2296,117-1,888-31%$639.1K$368.0K-$271.1K2026-10-28
Peddock Capital Advisors, LLC
DECREASED4,1534,516-363-8%$471.9K$361.4K-$110.5K2026-10-16
Axxcess Wealth Management, LLC
DECREASED4,14520,355-16,210-80%$2.1M$360.6K-$1.8M2026-10-21
Davenport & Co LLC
UNCHANGED4,1074,10700%$429.1K$357.4K-$71.7K2026-10-14
Total Clarity Wealth Management, Inc.
UNCHANGED4,0334,03300%$421.4K$351.0K-$70.4K2026-10-26
Cambridge Advisors Inc.
UNCHANGED3,8003,80000%$397.0K$330.7K-$66.3K2026-10-19
Advisory Advocates, LLC
UNCHANGED3,7003,70000%$386.6K$322.0K-$64.6K2026-11-05
Cora Capital Advisors LLC
UNCHANGED3,5473,54700%$370.6K$308.7K-$61.9K2026-11-02
Argyle Capital Partners, LLC
DECREASED3,5145,102-1,588-31%$533.0K$305.8K-$227.2K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED3,2753,139+136+4%$306.9K$281.2K-$25.6K2026-10-13
Sovran Advisors, LLC
DECREASED3,2533,354-101-3%$336.5K$299.6K-$36.9K2026-11-02
Angeles Wealth Management, LLC
DECREASED3,1343,184-50-2%$332.7K$272.7K-$59.9K2026-10-26
Choreo, LLC
INCREASED3,0512,374+677+29%$248.0K$265.5K+$17.5K2026-10-28
RFG Advisory, LLC
NEW3,015—+3,015——$262.4K—2026-11-03
Cambiar Investors LLC
NEW2,934—+2,934——$255.3K—2026-11-04
Howard Wealth Management, LLC
DECREASED2,9202,994-74-2%$312.9K$254.2K-$58.7K2026-10-28
International Assets Investment Management, LLC
DECREASED2,7823,360-578-17%$343.2K$243.1K-$100.2K2026-11-02
Keudell ison Wealth Management
UNCHANGED2,7672,76700%$289.1K$240.8K-$48.3K2026-10-16
Parallel Advisors, LLC
INCREASED2,6962,119+577+27%$221.4K$234.6K+$13.2K2026-11-03
Capital Investment Counsel, LLC
UNCHANGED2,6802,68000%$280.0K$233.2K-$46.8K2026-10-14
Capital Square, LLC
DECREASED2,6792,738-59-2%$267.8K$233.2K-$34.6K2026-10-19
Thrivent Financial for Lutherans
INCREASED2,6372,635+2+0%$275.0K$230.0K-$45.0K2026-11-05
Ryan Investment Management, Inc.
NEW2,586—+2,586——$225.0K—2026-10-20
IFC & Insurance Marketing, Inc.
INCREASED2,5522,549+3+0%$266.3K$222.1K-$44.2K2026-10-16
Crumly & Associates Inc.
INCREASED2,5472,525+22+1%$263.8K$221.7K-$42.2K2026-10-07
Family Capital Management, Inc.
UNCHANGED2,5402,54000%$265.4K$221.0K-$44.3K2026-11-03
US Bancorp \de\
DECREASED2,4422,583-141-5%$269.9K$212.5K-$57.4K2026-11-05
SeaBridge Investment Advisors LLC
UNCHANGED2,4142,41400%$252.2K$210.1K-$42.1K2026-11-02
Eagle Strategies LLC
DECREASED2,4042,567-163-6%$268.2K$209.2K-$59.0K2026-10-16
Manchester Capital Management LLC
UNCHANGED2,3602,36000%$246.6K$205.4K-$41.2K2026-10-22
Trust Point Inc.
UNCHANGED2,3082,30800%$241.1K$200.8K-$40.3K2026-10-27
Lanark Financial, Inc.
INCREASED1,9611,959+2+0%$204.8K$170.7K-$34.1K2026-10-26
Lodestone Wealth Management LLC
INCREASED1,8041,799+5+0%$188.0K$157.0K-$31.0K2026-10-14
Trust Co of Vermont
UNCHANGED1,7571,75700%$183.6K$152.9K-$30.7K2026-10-21
Spire Wealth Management
DECREASED1,7161,765-49-3%$184.4K$149.3K-$35.1K2026-10-30
Farther Finance Advisors, LLC
INCREASED1,5151,397+118+8%$146.0K$131.8K-$14.1K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED1,4501,45000%$144.8K$123.2K-$21.6K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED1,419919+500+54%$96.0K$123.5K+$27.5K2026-10-30
Golden State Wealth Management, LLC
INCREASED1,4151,150+265+23%$120.2K$123.2K+$3.0K2026-11-02
Harbor Capital Advisors, Inc.
NEW1,077—+1,077——$94—2026-10-22
Costello Asset Management, Inc
DECREASED1,0601,440-380-26%$150.5K$92.2K-$58.2K2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED8551,984-1,129-57%$207.3K$74.4K-$132.8K2026-10-26
Rossby Financial, LCC
NEW758—+758——$66.0K—2026-11-05
Kingdom Financial Group Llc.
INCREASED506502+4+1%$52.4K$44.0K-$8.4K2026-11-04
Next Level Wealth Planning, LLC
NEW504—+504——$43.9K—2026-10-29
Hanson & Doremus Investment Management
UNCHANGED48548500%$51.0K$42-$51.0K2026-10-16
Physician Wealth Advisors, Inc.
INCREASED476472+4+1%$49.3K$41.4K-$7.9K2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED40040000%$41.8K$34.8K-$7.0K2026-11-03
Canton Hathaway, LLC
UNCHANGED39539500%$41.3K$34.4K-$6.9K2026-10-23
Financial Perspectives, Inc
UNCHANGED36536500%$38.1K$31.8K-$6.4K2026-11-03
Thompson Investment Management, Inc.
UNCHANGED35035000%$36.6K$30.5K-$6.1K2026-10-14
Signature Equity Partners, LLC
INCREASED331280+51+18%$29.3K$28.8K-$4702026-10-29
Cassaday & Co Wealth Management LLC
NEW300—+300——$26.1K—2026-10-27
Redwood Park Advisors LLC
INCREASED292291+1+0%$30.4K$25.4K-$5.0K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED290330-40-12%$34.5K$25.2K-$9.2K2026-10-30
Larson Financial Group LLC
UNCHANGED28228200%$29.5K$24.5K-$4.9K2026-11-05
Eastern Bank
NEW271—+271——$23.6K—2026-10-05
Blue Trust, Inc.
INCREASED23781+156+193%$8.5K$20.6K+$12.1K2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED21621600%$22.6K$18.8K-$3.8K2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED20020000%$20.9K$17.4K-$3.5K2026-10-23
Avion Wealth
DECREASED198345-147-43%$36.0K$17-$36.0K2026-11-04
Investors Research Corp
UNCHANGED15015000%$15.7K$13.1K-$2.6K2026-10-07
EverSource Wealth Advisors, LLC
UNCHANGED15015000%$15.7K$13.1K-$2.6K2026-11-04
Adirondack Trust Co
UNCHANGED14914900%$15.6K$13.0K-$2.6K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED13013000%$13.6K$11.3K-$2.3K2026-10-23
Hughes Financial Services, LLC
NEW129—+129——$11.9K—2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED11911900%$12.4K$10.4K-$2.0K2026-10-16
Signaturefd, LLC
UNCHANGED11311300%$11.8K$9.8K-$1.9K2026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED10610600%$11.1K$9.3K-$1.8K2026-10-30
Main Street Group, LTD
UNCHANGED10510500%$11.0K$9.1K-$1.8K2026-10-28
Armstrong Advisory Group, Inc
DECREASED102919-817-89%$96.0K$8.9K-$87.2K2026-10-09
Sterling Capital Management LLC
UNCHANGED10010000%$10.4K$8.7K-$1.7K2026-10-22
Planning Strategies Inc.
UNCHANGED808000%$8.4K$7.0K-$1.4K2026-10-02
CX Institutional
INCREASED6563+2+3%$7$6-$12026-10-02
Aventus Investment Advisors, Inc.
DECREASED59133-74-56%$13.9K$5.1K-$8.8K2026-10-09
Evermay Wealth Management LLC
DECREASED5458-4-7%$6.1K$4.7K-$1.4K2026-11-05
GK Wealth Management LLC
NEW45—+45——$3.9K—2026-10-09
Ascentis Independent Advisors
NEW40—+40——$3.5K—2026-11-03
Creative Financial Designs Inc
NEW35—+35——$3.0K—2026-11-04
High Note Wealth, LLC
UNCHANGED333300%$3.4K$2.9K-$5762026-10-27
Ascentis Wealth Management, LLC
NEW27—+27——$2.3K—2026-11-03
CoreCap Advisors, LLC
DECREASED2662-36-58%$6.5K$2.3K-$4.2K2026-10-08
Abound Wealth Management
UNCHANGED222200%$2.3K$1.9K-$3842026-10-26
Team Financial Group, LLC
NEW20—+20——$1.7K—2026-10-30
Barrett & Company, Inc.
UNCHANGED202000%$2.1K$1.7K-$3512026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED191900%$2.0K$1.7K-$3322026-10-23
Arlington Trust Co LLC
UNCHANGED181800%$1.9K$1.6K-$3152026-10-20
Central Pacific Bank - Trust Division
UNCHANGED161600%$1.7K$1.4K-$2802026-10-06
Duncker Streett & Co Inc
UNCHANGED161600%$1.7K$1.4K-$2802026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED161600%$1.7K$1.4K-$2802026-10-27
Biltmore Family Office, LLC
NEW8—+8——$696—2026-11-03
Nfsg Corp
UNCHANGED7700%$750$627-$1232026-10-15
Triumph Capital Management
UNCHANGED6600%$627$522-$1052026-10-14
Mechanics Financial Corp
UNCHANGED6600%$627$522-$1052026-11-05
Compass Financial Management LLC
UNCHANGED5500%$522$435-$872026-10-30
William John Sempolinski
CLOSED026,497-26,497-100%$2.8M$0-$2.8M2026-10-20
Transcendent Capital Group LLC
CLOSED018,714-18,714-100%$2.0M$0-$2.0M2026-10-28
Brookstone Capital Management
CLOSED08,191-8,191-100%$855.8K$0-$855.8K2026-10-22
Town Capital LLC
CLOSED03,075-3,075-100%$321.3K$0-$321.3K2026-11-03
Wealthcare Advisory Partners LLC
CLOSED03,026-3,026-100%$316.1K$0-$316.1K2026-10-21
Wespac Advisors, LLC
CLOSED02,888-2,888-100%$301.7K$0-$301.7K2026-10-26
Guardian Asset Advisors, LLC
CLOSED02,579-2,579-100%$270.0K$0-$270.0K2026-10-16
Valeo Financial Advisors, LLC
CLOSED02,244-2,244-100%$234.5K$0-$234.5K2026-10-08
Carret Asset Management, LLC
CLOSED02,229-2,229-100%$232.9K$0-$232.9K2026-11-04
Obermeyer Wealth Partners
CLOSED02,200-2,200-100%$229.9K$0-$229.9K2026-10-21
AdvisorNet Financial, Inc
CLOSED02,190-2,190-100%$228.8K$0-$228.8K2026-10-15
Sowell Financial Services LLC
CLOSED02,171-2,171-100%$226.8K$0-$226.8K2026-10-23
Koshinski Asset Management, Inc.
CLOSED02,109-2,109-100%$220.4K$0-$220.4K2026-10-29
Elco Management Co., LLC
CLOSED02,100-2,100-100%$219.4K$0-$219.4K2026-10-14
Sigma Planning Corp
CLOSED02,083-2,083-100%$217.6K$0-$217.6K2026-10-23
Mullaney, Keating & Wright, Inc.
CLOSED02,000-2,000-100%$209.0K$0-$209.0K2026-10-19
Heritage Wealth Management, Inc.
CLOSED02,000-2,000-100%$209.0K$0-$209.0K2026-10-28
Pekin Hardy Strauss, Inc.
CLOSED02,000-2,000-100%$209.0K$0-$209.0K2026-11-02
Ignite Planners, LLC
CLOSED01,969-1,969-100%$205.7K$0-$205.7K2026-10-14
Patriot Financial Group Insurance Agency, LLC
CLOSED01,949-1,949-100%$203.6K$0-$203.6K2026-10-14
RMG Wealth Management LLC
CLOSED0710-710-100%$69.7K$0-$69.7K2026-10-26
Commonwealth Retirement Investments LLC
CLOSED0387-387-100%$40.4K$0-$40.4K2026-10-26
Bochk Asset Management Ltd
CLOSED0350-350-100%$36.6K$0-$36.6K2026-10-29
Princeton Global Asset Management LLC
CLOSED0145-145-100%$15.2K$0-$15.2K2026-10-21
MCF Advisors LLC
CLOSED0100-100-100%$10.4K$0-$10.4K2026-10-28
Gill Capital Partners, LLC
CLOSED044-44-100%$4.6K$0-$4.6K2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$408.5K$310.7K-$97.8K2026-10-29
Bank of America Corp
N/A—6,877,437-6,877,437-100%$718.6M———
Morgan Stanley
N/A—1,874,777-1,874,777-100%$195.9M———
JPMorgan Chase & Co
N/A—1,715,707-1,715,707-100%$178.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,440,000-1,440,000-100%$150.5M———
Goldman Sachs Group Inc
N/A—718,465-718,465-100%$75.1M———
UBS Group AG
N/A—711,238-711,238-100%$74.3M———
BNP Paribas Financial Markets
N/A—550,464-550,464-100%$57.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—480,000-480,000-100%$50.2M———
Barclays PLC
N/A—472,069-472,069-100%$49.3M———
Citadel Advisors LLC
N/A—425,103-425,103-100%$44.4M———
LPL Financial LLC
N/A—340,201-340,201-100%$35.5M———
Raymond James Financial Inc
N/A—332,910-332,910-100%$34.8M———
GTS Securities LLC
N/A—252,678-252,678-100%$26.4M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—243,671-243,671-100%$25.5M———
Royal Bank of Canada
N/A—214,144-214,144-100%$22.4M———
J. Goldman & Co LP
N/A—199,105-199,105-100%$20.8M———
Wells Fargo & Company
N/A—183,567-183,567-100%$19.2M———
Night Squared LP
N/A—180,684-180,684-100%$18.9M———
Bank of Nova Scotia
N/A—108,288-108,288-100%$11.3M———
Greenland Capital Management LP
N/A—100,000-100,000-100%$10.4M———
Cetera Investment Advisers
N/A—96,087-96,087-100%$10.0M———
Tudor Investment Corp ET AL
N/A—89,297-89,297-100%$9.3M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—82,822-82,822-100%$8.7M———
Balyasny Asset Management L.P.
N/A—80,622-80,622-100%$8.4M———
Ameriprise Financial Inc
N/A—75,071-75,071-100%$7.8M———
Scopus Asset Management, L.P.
N/A—75,000-75,000-100%$7.8M———
SG Americas Securities, LLC
N/A—72,034-72,034-100%$7.5M———
Focus Partners Wealth
N/A—67,321-67,321-100%$7.0M———
K.J. Harrison & Partners Inc
N/A—67,000-67,000-100%$7.0M———
Tocqueville Asset Management L.P.
N/A—62,654-62,654-100%$6.5M———
Capital Fund Management S.A.
N/A—53,550-53,550-100%$5.6M———
SummitTX Capital, L.P.
N/A—53,236-53,236-100%$5.6M———
Alphadyne Asset Management LP
N/A—52,346-52,346-100%$5.5M———
Twin Tree Management, LP
N/A—39,147-39,147-100%$4.1M———
Scotia Capital Inc.
N/A—38,920-38,920-100%$4.1M———
Stifel Financial Corp
N/A—37,574-37,574-100%$3.9M———
Janney Montgomery Scott LLC
N/A—35,603-35,603-100%$3.7M———
Rothschild Investment LLC
N/A—32,033-32,033-100%$3.3M———
Jane Street Group, LLC
N/A—31,674-31,674-100%$3.3M———
Flow Traders U.S. LLC
N/A—31,634-31,634-100%$3.3M———
Empowered Funds, LLC
N/A—31,298-31,298-100%$3.3M———
Game Plan Financial Advisors, LLC
N/A—29,972-29,972-100%$3.1M———
Provident Co of the Employees of the Hebrew University LTD
N/A—29,680-29,680-100%$3.1M———
Envestnet Asset Management Inc
N/A—28,599-28,599-100%$3.0M———
Susquehanna International Group, LLP
N/A—28,368-28,368-100%$3.0M———
Osaic Holdings, Inc.
N/A—27,483-27,483-100%$2.9M———
Cerity Partners LLC
N/A—25,622-25,622-100%$2.7M———
M&T Bank Corp
N/A—24,447-24,447-100%$2.6M———
Federation des caisses Desjardins du Quebec
N/A—24,265-24,265-100%$2.5M———
Tidal Investments LLC
N/A—23,245-23,245-100%$2.4M———
Jones Financial Companies Lllp
N/A—22,153-22,153-100%$2.3M———
Private Advisor Group, LLC
N/A—20,510-20,510-100%$2.1M———
Jain Global LLC
N/A—20,304-20,304-100%$2.1M———
MML Investors Services, LLC
N/A—20,215-20,215-100%$2.1M———
Mariner, LLC
N/A—19,787-19,787-100%$2.1M———
HighTower Advisors, LLC
N/A—19,685-19,685-100%$2.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—18,500-18,500-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—17,787-17,787-100%$1.9M———
Beacon Pointe Advisors, LLC
N/A—17,289-17,289-100%$1.8M———
Merit Financial Group, LLC
N/A—16,661-16,661-100%$1.7M———
FMR LLC
N/A—16,338-16,338-100%$1.7M———
XTX Topco Ltd
N/A—16,168-16,168-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—15,834-15,834-100%$1.7M———
Equitable Holdings, Inc.
N/A—14,693-14,693-100%$1.5M———
Wexford Capital LP
N/A—14,303-14,303-100%$1.5M———
Partners Capital Investment Group, LLP
N/A—13,094-13,094-100%$1.4M———
NewEdge Advisors, LLC
N/A—12,962-12,962-100%$1.4M———
One Wealth Map LLC
N/A—12,540-12,540-100%$1.2M———
Arkadios Wealth Advisors
N/A—12,357-12,357-100%$1.3M———
Menora Mivtachim Holdings Ltd.
N/A—12,000-12,000-100%$1.3M———
Giverny Capital Inc.
N/A—11,662-11,662-100%$1.2M———
Commerce Bank
N/A—11,271-11,271-100%$1.2M———
Henson-Edgewater Management, LLC
N/A—10,980-10,980-100%$1.1M———
Shay Capital LLC
N/A—10,000-10,000-100%$1.0M———
Quantinno Capital Management LP
N/A—9,930-9,930-100%$1.0M———
Rockefeller Capital Management L.P.
N/A—9,819-9,819-100%$1.0M———
&partners
N/A—9,763-9,763-100%$1.0M———
Glen Eagle Advisors, LLC
N/A—9,741-9,741-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—9,600-9,600-100%$1.0M———
Mission Creek Capital Partners, Inc.
N/A—9,430-9,430-100%$985.2K———
Jefferies Financial Group Inc.
N/A—9,314-9,314-100%$973.1K———
BlackRock, Inc.
N/A—9,030-9,030-100%$943.5K———
MAI Capital Management
N/A—8,971-8,971-100%$937.3K———
IHT Wealth Management, LLC
N/A—8,835-8,835-100%$923.0K———
Peak6 LLC
N/A—8,802-8,802-100%$919.6K———
Riverpoint Wealth Management Holdings, LLC
N/A—8,610-8,610-100%$899.6K———
Stansberry Asset Management, LLC
N/A—8,437-8,437-100%$881.5K———
Mercer Global Advisors Inc
N/A—8,279-8,279-100%$865.0K———
Main Management LLC
N/A—8,051-8,051-100%$841.0K———
Regal Investment Advisors LLC
N/A—7,719-7,719-100%$806.5K———
Jupiter Wealth Management LLC
N/A—7,500-7,500-100%$783.6K———
Two Sigma Investments, LP
N/A—7,164-7,164-100%$748.5K———
Beckerman Institutional, LLC
N/A—7,111-7,111-100%$742.9K———
Nicolet Bankshares Inc
N/A—7,020-7,020-100%$733.5K———
Wilson & Boucher Capital Management, LLC
N/A—6,959-6,959-100%$727.1K———
Allworth Financial LP
N/A—6,732-6,732-100%$703.4K———
Sanctuary Advisors, LLC
N/A—6,608-6,608-100%$690.4K———
Renaissance Technologies LLC
N/A—6,537-6,537-100%$683.0K———
Diversified Trust Co
N/A—6,500-6,500-100%$679.1K———
Scientech Research LLC
N/A—6,092-6,092-100%$636.5K———
Mosaic Family Wealth Partners, LLC
N/A—5,900-5,900-100%$616.4K———
UBS Asset Management Americas LLC
N/A—5,634-5,634-100%$588.6K———
Arax Advisory Partners
N/A—5,488-5,488-100%$573.4K———
Mutual Advisors, LLC
N/A—5,478-5,478-100%$572.3K———
Brightwater Advisory LLC
N/A—5,328-5,328-100%$556.7K———
Principal Securities, Inc.
N/A—5,247-5,247-100%$548.2K———
Stephens Inc
N/A—5,170-5,170-100%$540.2K———
Trexquant Investment LP
N/A—4,977-4,977-100%$520.0K———
KKM Financial LLC
N/A—4,930-4,930-100%$515.1K———
Maxele Advisors, LLC
N/A—4,890-4,890-100%$510.9K———
Marshall Wace, LLP
N/A—4,856-4,856-100%$507.4K———
National Bank of Canada
N/A—4,782-4,782-100%$499.6K———
United Capital Financial Advisors, LLC
N/A—4,724-4,724-100%$493.8K———
OneAscent Financial Services LLC
N/A—4,359-4,359-100%$455.4K———
Group One Trading LLC
N/A—4,257-4,257-100%$444.8K———
Miller Capital Partners, Inc.
N/A—4,198-4,198-100%$438.6K———
Bank of Montreal
N/A—4,100-4,100-100%$428.4K———
Wealthgarden F.S. LLC
N/A—3,997-3,997-100%$417.6K———
CIBC World Market Inc.
N/A—3,922-3,922-100%$409.8K———
FLP Wealth Management, LLC
N/A—3,830-3,830-100%$400.2K———
Headlands Technologies LLC
N/A—3,671-3,671-100%$383.5K———
Kingsview Wealth Management, LLC
N/A—3,515-3,515-100%$367.3K———
Gotham Asset Management, LLC
N/A—3,358-3,358-100%$350.8K———
Bluespring Wealth Management, LLC
N/A—3,212-3,212-100%$335.6K———
Transcend Capital Advisors, LLC
N/A—3,205-3,205-100%$334.8K———
Advisory Services Network, LLC
N/A—3,102-3,102-100%$324.1K———
Advisory Alpha, LLC
N/A—3,019-3,019-100%$315.4K———
Bank Hapoalim BM
N/A—2,998-2,998-100%$313.0K———
PFG Investments, LLC
N/A—2,797-2,797-100%$292.2K———
World Investment Advisors
N/A—2,790-2,790-100%$252.6K———
Jaffetilchin Investment Partners, LLC
N/A—2,679-2,679-100%$279.9K———
PNC Financial Services Group, Inc.
N/A—2,673-2,673-100%$279.2K———
Harbour Investments, Inc.
N/A—2,624-2,624-100%$274.2K———
One Capital Management, LLC
N/A—2,537-2,537-100%$229.7K———
Blair William & Co
N/A—2,510-2,510-100%$262.3K———
Vista Investment Management
N/A—2,322-2,322-100%$242.6K———
Lcnb Corp
N/A—2,285-2,285-100%$238.7K———
Institute for Wealth Management, Llc.
N/A—2,266-2,266-100%$236.8K———
Neuberger Berman Group LLC
N/A—2,173-2,173-100%$227.0K———
Millennium Management LLC
N/A—2,154-2,154-100%$225.1K———
Quantum Capital Management, LLC / NJ
N/A—2,107-2,107-100%$220.1K———
Global Retirement Partners, LLC
N/A—2,090-2,090-100%$218.4K———
OneDigital Investment Advisors LLC
N/A—2,090-2,090-100%$218.3K———
Aspen Wealth Strategies, LLC
N/A—2,063-2,063-100%$215.5K———
Retirement Planning Group, LLC / NY
N/A—2,058-2,058-100%$215.0K———
Benjamin Edwards Inc
N/A—2,045-2,045-100%$213.7K———
Tobias Financial Advisors, Inc.
N/A—2,016-2,016-100%$210.7K———
Rollins Financial Advisors, LLC
N/A—2,004-2,004-100%$209.4K———
Vienna Asset Management LLC
N/A—1,993-1,993-100%$208.2K———
Integrated Wealth Concepts LLC
N/A—1,986-1,986-100%$207.5K———
Wealth Management Associates, Inc.
N/A—1,975-1,975-100%$206.3K———
GW&K Investment Management, LLC
N/A—1,960-1,960-100%$205.0K———
Pinnacle Financial Partners, Inc.
N/A—1,944-1,944-100%$203.1K———
Wealthfront Advisers LLC
N/A—1,923-1,923-100%$200.9K———
Kilter Group LLC
N/A—1,714-1,714-100%$179.1K———
Elgethun Capital Management
N/A—1,644-1,644-100%$171.8K———
Strategic Wealth Partners, Ltd.
N/A—1,546-1,546-100%$161.5K———
EP Wealth Advisors, LLC
N/A—1,482-1,482-100%$154.8K———
Rice Partnership, LLC
N/A—1,300-1,300-100%$135.8K———
AE Wealth Management LLC
N/A—1,221-1,221-100%$127.5K———
IFG Advisory, LLC
N/A—1,187-1,187-100%$124.0K———
Geneos Wealth Management Inc.
N/A—1,098-1,098-100%$114.7K———
Millstone Evans Group, LLC
N/A—1,020-1,020-100%$106.6K———
Abound Financial, LLC
N/A—1,000-1,000-100%$104.5K———
Godfrey Financial Associates, Inc.
N/A—1,000-1,000-100%$104.5K———
O'shaughnessy Asset Management, LLC
N/A—924-924-100%$96.5K———
Credit Industriel ET Commercial
N/A—673-673-100%$70.3K———
Atlantic Union Bankshares Corp
N/A—619-619-100%$64.7K———
Vanguard National Trust Co
N/A—600-600-100%$62.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—579-579-100%$60.5K———
Glenmede Trust Co NA
N/A—556-556-100%$58.1K———
Synergy Investment Management, LLC
N/A—500-500-100%$52.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—499-499-100%$52.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—478-478-100%$50.0K———
Anchor Investment Management, LLC
N/A—423-423-100%$44.2K———
Aptus Capital Advisors, LLC
N/A—406-406-100%$42.4K———
Oxford Financial Group, Ltd. LLC
N/A—350-350-100%$36.6K———
Darwin Wealth Management, LLC
N/A—316-316-100%$33.0K———
Aventura Private Wealth, LLC
N/A—305-305-100%$31.9K———
Delta Asset Management LLC
N/A—246-246-100%$25.7K———
Kerr Financial Planning Corp
N/A—196-196-100%$20.5K———
Bartlett & Co. Wealth Management LLC
N/A—100-100-100%$10.4K———
IMA Advisory Services, Inc.
N/A—100-100-100%$10.4K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—100-100-100%$10.4K———
BFC Planning, Inc.
N/A—99-99-100%$10.3K———
Bogart Wealth, LLC
N/A—90-90-100%$9.4K———
Glassman Wealth Services
N/A—84-84-100%$8.8K———
Russell Investments Group, Ltd.
N/A—78-78-100%$8.1K———
Founders Financial Alliance, LLC
N/A—40-40-100%$4.2K———
1 North Wealth Services LLC
N/A—39-39-100%$4.1K———
SHP Wealth Management
N/A—33-33-100%$3.4K———
PlanVest Financial, Inc
N/A—30-30-100%$3.1K———
WealthCollab, LLC
N/A—29-29-100%$3.0K———
Continuum Advisory, LLC
N/A—26-26-100%$2.7K———
Cbiz Investment Advisory Services, LLC
N/A—26-26-100%$2.3K———
Fiduciary Financial Advisors
N/A—16-16-100%$1.6K———
Delos Wealth Advisors, LLC
N/A—10-10-100%$1.0K———
Toronto Dominion Bank
N/A—5-5-100%$523———
Showing 374 of 374 institutions