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Ishares Micro-Cap ETF (IWC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares137,397 from 140,737
Change-3,340 (-2%)
Value$25.4M (-$2.8M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares114,260 from 57,769
Change+56,491 (+98%)
Value$21.1M (+$9.6M)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares100,748 from 99,464
Change+1,284 (+1%)
Value$17.8M (-$986.1K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares79,859 from 82,329
Change-2,470 (-3%)
Value$14.8M (-$1.7M)
Filed 2026-10-16
Merit Financial Group, LLC
DECREASED
Shares69,689 from 73,262
Change-3,573 (-5%)
Value$12.9M (-$1.8M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares64,603 from 63,990
Change+613 (+1%)
Value$11.9M (-$861.8K)
Filed 2026-10-21
Sachem Hill LLC
DECREASED
Shares57,197 from 58,503
Change-1,306 (-2%)
Value$10.6M (-$1.1M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares53,480 from 51,702
Change+1,778 (+3%)
Value$9.9K (-$10.3M)
Filed 2026-10-26
Creative Planning
DECREASED
Shares52,765 from 53,032
Change-267 (0%)
Value$9.8M (-$857.7K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
INCREASED
Shares50,146 from 49,177
Change+969 (+2%)
Value$9.3M (-$570.5K)
Filed 2026-11-06
Sentinel Trust Co LBA
DECREASED
Shares49,634 from 54,480
Change-4,846 (-9%)
Value$9.2M (+$9.2M)
Filed 2026-11-03
Arkansas Financial Group, Inc.
DECREASED
Shares47,013 from 47,956
Change-943 (-2%)
Value$8.7M (-$905.1K)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
DECREASED
Shares46,321 from 47,005
Change-684 (-1%)
Value$8.6M (-$842.8K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares42,672 from 6,073
Change+36,599 (+603%)
Value$7.9M (+$6.7M)
Filed 2026-11-02
Tabr Capital Management, LLC
DECREASED
Shares41,001 from 59,092
Change-18,091 (-31%)
Value$7.6M (-$4.2M)
Filed 2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED
Shares38,558 from 38,621
Change-63 (0%)
Value$7.1M (-$600.3K)
Filed 2026-10-28
Norden Group LLC
INCREASED
Shares37,544 from 1,927
Change+35,617 (+1848%)
Value$6.9M (+$6.6M)
Filed 2026-10-20
Finley Financial, LLC
DECREASED
Shares31,800 from 32,170
Change-370 (-1%)
Value$5.9M (-$547.8K)
Filed 2026-10-28
Weber Capital Management LLC
INCREASED
Shares28,078 from 17,983
Change+10,095 (+56%)
Value$5.2M (+$1.6M)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares22,107 from 3,386
Change+18,721 (+553%)
Value$4.1M (+$3.4M)
Filed 2026-10-08
Noble Family Wealth, LLC
UNCHANGED
Shares20,998 from 20,998
Change0 (0%)
Value$3.9M (-$320.0K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED
Shares20,048 from 20,048
Change0 (0%)
Value$3.7M (-$305.5K)
Filed 2026-11-06
Camelot Technology Advisors, Inc.
INCREASED
Shares19,673 from 18,894
Change+779 (+4%)
Value$3.6M (-$143.9K)
Filed 2026-10-09
Kendall Capital Management
DECREASED
Shares16,863 from 17,252
Change-389 (-2%)
Value$3.1M (-$334.8K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares13,830 from 13,830
Change0 (0%)
Value$2.6M (-$210.8K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,797 from 11,450
Change+2,347 (+21%)
Value$2.6K (-$2.3M)
Filed 2026-11-02
Evanson Financial, LLC
DECREASED
Shares13,738 from 14,272
Change-534 (-4%)
Value$2.5M (-$316.1K)
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares12,462 from 11,587
Change+875 (+8%)
Value$2.3M (-$14.8K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares11,099 from 5,776
Change+5,323 (+92%)
Value$2.1M (+$895.7K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
INCREASED
Shares10,727 from 10,704
Change+23 (+0%)
Value$2.0M (-$158.8K)
Filed 2026-10-15
Woodward Financial Advisors, Inc.
DECREASED
Shares10,157 from 10,336
Change-179 (-2%)
Value$1.9M (-$190.6K)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares10,063 from 10,039
Change+24 (+0%)
Value$1.9M (-$148.6K)
Filed 2026-11-02
Level Financial Advisors
DECREASED
Shares9,566 from 9,769
Change-203 (-2%)
Value$1.8M (-$186.4K)
Filed 2026-10-13
James Investment Research, Inc.
UNCHANGED
Shares9,403 from 9,403
Change0 (0%)
Value$1.7M (-$143.3K)
Filed 2026-10-22
Robinson Value Management, Ltd.
DECREASED
Shares9,165 from 9,201
Change-36 (0%)
Value$1.7M (-$146.9K)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares8,883 from 8,910
Change-27 (0%)
Value$1.6M (-$140.8K)
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares8,770 from 9,092
Change-322 (-4%)
Value$1.6M (-$198.2K)
Filed 2026-11-04
Wedmont Private Capital
NEW
Shares7,818
Change+7,818
Value$1.4M
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares7,512 from 7,391
Change+121 (+2%)
Value$1.5M (+$24.2K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
DECREASED
Shares7,476 from 7,623
Change-147 (-2%)
Value$1.4M (-$143.3K)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares6,231 from 6,311
Change-80 (-1%)
Value$1.2M (-$110.9K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares5,974 from 5,956
Change+18 (+0%)
Value$1.1M (-$87.5K)
Filed 2026-11-02
Eclectic Associates Inc
INCREASED
Shares5,397 from 5,262
Change+135 (+3%)
Value$997.4K (-$55.2K)
Filed 2026-10-09
Discipline Wealth Solutions, LLC
DECREASED
Shares5,158 from 5,197
Change-39 (-1%)
Value$953.1K (-$86.6K)
Filed 2026-10-14
Nvwm, LLC
DECREASED
Shares5,104 from 5,300
Change-196 (-4%)
Value$943.2K (-$117.0K)
Filed 2026-10-14
Vista Capital Partners, Inc.
UNCHANGED
Shares4,993 from 4,993
Change0 (0%)
Value$922.7K (-$76.1K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,908 from 4,874
Change+34 (+1%)
Value$897.1K (-$55.6K)
Filed 2026-10-13
XML Financial, LLC
INCREASED
Shares4,795 from 3,748
Change+1,047 (+28%)
Value$886.2K (+$136.5K)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares4,680 from 4,700
Change-20 (0%)
Value$864.9K (-$75.2K)
Filed 2026-10-22
Acropolis Investment Management, LLC
UNCHANGED
Shares4,485 from 4,485
Change0 (0%)
Value$828.8K (-$68.4K)
Filed 2026-10-08
Ellis Investment Partners, LLC
DECREASED
Shares4,260 from 4,480
Change-220 (-5%)
Value$787.3K (-$108.9K)
Filed 2026-10-21
Haven Private, LLC
UNCHANGED
Shares4,072 from 4,072
Change0 (0%)
Value$752.5K (-$62.1K)
Filed 2026-10-27
Basso Capital Management, L.P.
DECREASED
Shares3,962 from 5,347
Change-1,385 (-26%)
Value$732.2K (-$337.4K)
Filed 2026-10-30
Peoples Bank
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$693.0K (-$57.2K)
Filed 2026-10-09
SFI Advisors, LLC
DECREASED
Shares3,527 from 3,885
Change-358 (-9%)
Value$651.8K (-$125.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
NEW
Shares3,479
Change+3,479
Value$642.9K
Filed 2026-10-16
Founders Financial Securities LLC
UNCHANGED
Shares3,388 from 3,388
Change0 (0%)
Value$626.2K (-$51.5K)
Filed 2026-10-28
Keybank National Association
UNCHANGED
Shares3,377 from 3,377
Change0 (0%)
Value$624.1K (-$51.5K)
Filed 2026-11-04
NTV Asset Management LLC
UNCHANGED
Shares3,160 from 3,160
Change0 (0%)
Value$584.0K (-$48.2K)
Filed 2026-10-23
Mullaney, Keating & Wright, Inc.
INCREASED
Shares3,152 from 2,904
Change+248 (+9%)
Value$582.5K (+$1.6K)
Filed 2026-10-19
Doliver Advisors, LP
DECREASED
Shares3,127 from 3,210
Change-83 (-3%)
Value$577.9K (-$64.3K)
Filed 2026-10-01
Sage Rhino Capital LLC
INCREASED
Shares3,087 from 3,086
Change+1 (+0%)
Value$570.4K (-$47.0K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares2,858
Change+2,858
Value$540.4K
Filed 2026-11-03
Archer Investment Management, LLC
DECREASED
Shares2,841 from 2,946
Change-105 (-4%)
Value$525.0K (-$64.2K)
Filed 2026-10-13
Family Wealth Partners, LLC
UNCHANGED
Shares2,837 from 2,837
Change0 (0%)
Value$524.2K (-$43.2K)
Filed 2026-10-20
Tortoise Investment Management, LLC
DECREASED
Shares2,814 from 2,859
Change-45 (-2%)
Value$520.0K (-$51.9K)
Filed 2026-11-06
Legacy Advisors, LLC
UNCHANGED
Shares2,667 from 2,667
Change0 (0%)
Value$492.9K (-$40.6K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,595 from 2,301
Change+294 (+13%)
Value$479.5K (+$19.2K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares2,474 from 1,772
Change+702 (+40%)
Value$457.2K (+$102.7K)
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares2,445 from 1,345
Change+1,100 (+82%)
Value$451.8K (+$182.8K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
INCREASED
Shares2,399 from 2,397
Change+2 (+0%)
Value$443.3K (-$36.3K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares2,262 from 1,792
Change+470 (+26%)
Value$418.1K (+$59.6K)
Filed 2026-10-22
Eagle Global Advisors LLC
INCREASED
Shares2,127 from 1,450
Change+677 (+47%)
Value$393.1K (+$103.0K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares2,085 from 2,109
Change-24 (-1%)
Value$385.3K (-$36.6K)
Filed 2026-10-30
Compass Ion Advisors, LLC
INCREASED
Shares2,071 from 2,070
Change+1 (+0%)
Value$382.8K (-$31.4K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$378.8K (-$31.2K)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares2,021 from 3,121
Change-1,100 (-35%)
Value$373.5K (-$250.8K)
Filed 2026-10-13
Biltmore Family Office, LLC
UNCHANGED
Shares2,011 from 2,011
Change0 (0%)
Value$371.6K (-$30.6K)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$344.7K (-$28.4K)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares1,731 from 1,872
Change-141 (-8%)
Value$319.9K (-$54.6K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$317.1K (-$26.2K)
Filed 2026-10-21
Forum Financial Management, LP
INCREASED
Shares1,685 from 1,666
Change+19 (+1%)
Value$311.4K (-$21.8K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares1,557 from 1,313
Change+244 (+19%)
Value$287.9K (+$25.3K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares1,513 from 891
Change+622 (+70%)
Value$279.6K (+$101.4K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$279.6K (-$23.1K)
Filed 2026-10-27
Gradient Capital Advisors, LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$279.0K (-$23.0K)
Filed 2026-10-21
William Allan Corp
INCREASED
Shares1,379 from 1,377
Change+2 (+0%)
Value$254.8K (-$20.6K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares1,334 from 1,283
Change+51 (+4%)
Value$246.4K (-$10.1K)
Filed 2026-10-23
Ballentine Capital Advisors, Inc
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$233.3K (-$19.2K)
Filed 2026-10-14
RFG Advisory, LLC
NEW
Shares1,250
Change+1,250
Value$231.0K
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,227 from 1,232
Change-5 (0%)
Value$226.7K (-$19.7K)
Filed 2026-10-16
Tassel Capital Management, Inc.
DECREASED
Shares1,192 from 1,196
Change-4 (0%)
Value$220.2K (-$19.0K)
Filed 2026-10-20
Berkeley, Inc
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$219.2K (-$18.1K)
Filed 2026-10-20
Index Fund Advisors, Inc.
INCREASED
Shares1,160 from 1,157
Change+3 (+0%)
Value$214.3K (-$17.1K)
Filed 2026-11-05
Eastern Bank
NEW
Shares1,100
Change+1,100
Value$203.3K
Filed 2026-10-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares944 from 947
Change-3 (0%)
Value$175.7K (-$12.5K)
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$152.5K (-$12.6K)
Filed 2026-11-03
Godsey & Gibb, Inc
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$124.9K (-$10.3K)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares670 from 669
Change+1 (+0%)
Value$123.9K (-$9.9K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares644 from 619
Change+25 (+4%)
Value$119.0K (-$4.8K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$118.0K (-$9.7K)
Filed 2026-10-14
Creative Financial Designs Inc
NEW
Shares408
Change+408
Value$75.3K
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$75.0K (-$6.2K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares358 from 380
Change-22 (-6%)
Value$66.2K (-$9.9K)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$47.9K (-$3.9K)
Filed 2026-10-07
Signaturefd, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$46.9K (-$3.9K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$31.4K (-$2.6K)
Filed 2026-10-13
Clearstead Advisors, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$31.4K (-$2.6K)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$31.4K (-$2.6K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$31.0K (-$2.6K)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares122
Change+122
Value$22.5K
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares116 from 136
Change-20 (-15%)
Value$21.4K (-$5.8K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares108 from 96
Change+12 (+13%)
Value$20.0K (+$755)
Filed 2026-11-05
Belvedere Trading LLC
NEW
Shares100
Change+100
Value$18.5K
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.5K (-$1.5K)
Filed 2026-10-13
Citigroup Inc
NEW
Shares99
Change+99
Value$18.3K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$16.4K (-$1.4K)
Filed 2026-10-23
Pacific Center for Financial Services
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$14.6K (-$1.2K)
Filed 2026-10-15
Rossby Financial, LCC
NEW
Shares56
Change+56
Value$10.3K
Filed 2026-11-05
Northstar Asset Management Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.9K (-$464)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares42 from 17
Change+25 (+147%)
Value$7.8K (+$4.4K)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$7.0K (-$580)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.8K (-$303)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3 (-$4.0K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.3K (-$261)
Filed 2026-10-26
Winch Advisory Services, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.6K (-$214)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares9
Change+9
Value$1.6K
Filed 2026-10-15
Trust Co of Toledo NA
NEW
Shares4
Change+4
Value$739
Filed 2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$185 (-$15)
Filed 2026-10-16
LVZ, Inc.
CLOSED
Shares0 from 7,694
Change-7,694 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-20
Focus Financial Network, Inc.
CLOSED
Shares0 from 3,075
Change-3,075 (-100%)
Value$0 (-$615.1K)
Filed 2026-10-14
Barclays PLC
CLOSED
Shares0 from 1,632
Change-1,632 (-100%)
Value$0 (-$326.5K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 1,437
Change-1,437 (-100%)
Value$0 (-$287.5K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 1,293
Change-1,293 (-100%)
Value$0 (-$258.7K)
Filed 2026-10-21
Claro Advisors Inc.
CLOSED
Shares0 from 1,173
Change-1,173 (-100%)
Value$0 (-$234.6K)
Filed 2026-11-02
Diversified Trust Co
CLOSED
Shares0 from 1,121
Change-1,121 (-100%)
Value$0 (-$224.2K)
Filed 2026-11-06
Powerhouse Assets LLC
CLOSED
Shares0 from 1,072
Change-1,072 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 1,058
Change-1,058 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-29
Meridian Wealth Management, LLC
CLOSED
Shares0 from 1,012
Change-1,012 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-05
Shaker Investments LLC
CLOSED
Shares0 from 1,002
Change-1,002 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-05
Goldstein Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-15
Russell Investments Group, Ltd.
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$131.7K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$46.1K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-15
1832 Asset Management L.P.
N/A
Shares— from 411,765
Change-411,765 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 347,840
Change-347,840 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 312,964
Change-312,964 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 260,405
Change-260,405 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 177,475
Change-177,475 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 137,513
Change-137,513 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 132,390
Change-132,390 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 106,545
Change-106,545 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 105,227
Change-105,227 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 76,400
Change-76,400 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 57,960
Change-57,960 (-100%)
Value—
UBS Group AG
N/A
Shares— from 50,039
Change-50,039 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 47,010
Change-47,010 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,591
Change-44,591 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 39,139
Change-39,139 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,140
Change-38,140 (-100%)
Value—
Michelson Medical Research Foundation, Inc.
N/A
Shares— from 35,385
Change-35,385 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 33,968
Change-33,968 (-100%)
Value—
FIL Ltd
N/A
Shares— from 31,271
Change-31,271 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 30,801
Change-30,801 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,357
Change-30,357 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,251
Change-27,251 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 24,558
Change-24,558 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 21,112
Change-21,112 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,938
Change-18,938 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,632
Change-18,632 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 18,117
Change-18,117 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 18,041
Change-18,041 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,239
Change-13,239 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,981
Change-12,981 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 12,909
Change-12,909 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 9,583
Change-9,583 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,952
Change-6,952 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 5,234
Change-5,234 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 842
Change-842 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 704
Change-704 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Blair William & Co
N/A
Shares— from 680
Change-680 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 569
Change-569 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 555
Change-555 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 517
Change-517 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 485
Change-485 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 400
Change-400 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 398
Change-398 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 178
Change-178 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 106
Change-106 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED137,397140,737-3,340-2%$28.2M$25.4M-$2.8M2026-10-27
LPL Financial LLC
INCREASED114,26057,769+56,491+98%$11.6M$21.1M+$9.6M2026-11-06
Chicago Partners Investment Group LLC
INCREASED100,74899,464+1,284+1%$18.8M$17.8M-$986.1K2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED79,85982,329-2,470-3%$16.5M$14.8M-$1.7M2026-10-16
Merit Financial Group, LLC
DECREASED69,68973,262-3,573-5%$14.7M$12.9M-$1.8M2026-11-06
Assetmark, Inc
INCREASED64,60363,990+613+1%$12.8M$11.9M-$861.8K2026-10-21
Sachem Hill LLC
DECREASED57,19758,503-1,306-2%$11.7M$10.6M-$1.1M2026-10-14
Park Avenue Securities LLC
INCREASED53,48051,702+1,778+3%$10.3M$9.9K-$10.3M2026-10-26
Creative Planning
DECREASED52,76553,032-2670%$10.6M$9.8M-$857.7K2026-11-02
Baker Avenue Asset Management, LP
INCREASED50,14649,177+969+2%$9.8M$9.3M-$570.5K2026-11-06
Sentinel Trust Co LBA
DECREASED49,63454,480-4,846-9%$10.9K$9.2M+$9.2M2026-11-03
Arkansas Financial Group, Inc.
DECREASED47,01347,956-943-2%$9.6M$8.7M-$905.1K2026-10-26
Frank, Rimerman Advisors LLC
DECREASED46,32147,005-684-1%$9.4M$8.6M-$842.8K2026-10-16
Commonwealth Equity Services, LLC
INCREASED42,6726,073+36,599+603%$1.2M$7.9M+$6.7M2026-11-02
Tabr Capital Management, LLC
DECREASED41,00159,092-18,091-31%$11.8M$7.6M-$4.2M2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED38,55838,621-630%$7.7M$7.1M-$600.3K2026-10-28
Norden Group LLC
INCREASED37,5441,927+35,617+1848%$385.5K$6.9M+$6.6M2026-10-20
Finley Financial, LLC
DECREASED31,80032,170-370-1%$6.4M$5.9M-$547.8K2026-10-28
Weber Capital Management LLC
INCREASED28,07817,983+10,095+56%$3.6M$5.2M+$1.6M2026-10-19
Farther Finance Advisors, LLC
INCREASED22,1073,386+18,721+553%$677.4K$4.1M+$3.4M2026-10-08
Noble Family Wealth, LLC
UNCHANGED20,99820,99800%$4.2M$3.9M-$320.0K2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED20,04820,04800%$4.0M$3.7M-$305.5K2026-11-06
Camelot Technology Advisors, Inc.
INCREASED19,67318,894+779+4%$3.8M$3.6M-$143.9K2026-10-09
Kendall Capital Management
DECREASED16,86317,252-389-2%$3.5M$3.1M-$334.8K2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED13,83013,83000%$2.8M$2.6M-$210.8K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED13,79711,450+2,347+21%$2.3M$2.6K-$2.3M2026-11-02
Evanson Financial, LLC
DECREASED13,73814,272-534-4%$2.9M$2.5M-$316.1K2026-10-23
Endowment Wealth Management, Inc.
INCREASED12,46211,587+875+8%$2.3M$2.3M-$14.8K2026-11-03
Simplicity Wealth,LLC
INCREASED11,0995,776+5,323+92%$1.2M$2.1M+$895.7K2026-10-23
GHP Investment Advisors, Inc.
INCREASED10,72710,704+23+0%$2.1M$2.0M-$158.8K2026-10-15
Woodward Financial Advisors, Inc.
DECREASED10,15710,336-179-2%$2.1M$1.9M-$190.6K2026-10-19
Certuity, LLC
INCREASED10,06310,039+24+0%$2.0M$1.9M-$148.6K2026-11-02
Level Financial Advisors
DECREASED9,5669,769-203-2%$2.0M$1.8M-$186.4K2026-10-13
James Investment Research, Inc.
UNCHANGED9,4039,40300%$1.9M$1.7M-$143.3K2026-10-22
Robinson Value Management, Ltd.
DECREASED9,1659,201-360%$1.8M$1.7M-$146.9K2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED8,8838,910-270%$1.8M$1.6M-$140.8K2026-10-15
Lido Advisors, LLC
DECREASED8,7709,092-322-4%$1.8M$1.6M-$198.2K2026-11-04
Wedmont Private Capital
NEW7,818—+7,818——$1.4M—2026-10-09
Allworth Financial LP
INCREASED7,5127,391+121+2%$1.5M$1.5M+$24.2K2026-11-06
Physician Wealth Advisors, Inc.
DECREASED7,4767,623-147-2%$1.5M$1.4M-$143.3K2026-10-20
Modera Wealth Management, LLC
DECREASED6,2316,311-80-1%$1.3M$1.2M-$110.9K2026-10-28
Kestra Advisory Services, LLC
INCREASED5,9745,956+18+0%$1.2M$1.1M-$87.5K2026-11-02
Eclectic Associates Inc
INCREASED5,3975,262+135+3%$1.1M$997.4K-$55.2K2026-10-09
Discipline Wealth Solutions, LLC
DECREASED5,1585,197-39-1%$1.0M$953.1K-$86.6K2026-10-14
Nvwm, LLC
DECREASED5,1045,300-196-4%$1.1M$943.2K-$117.0K2026-10-14
Vista Capital Partners, Inc.
UNCHANGED4,9934,99300%$998.8K$922.7K-$76.1K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED4,9084,874+34+1%$952.7K$897.1K-$55.6K2026-10-13
XML Financial, LLC
INCREASED4,7953,748+1,047+28%$749.7K$886.2K+$136.5K2026-10-29
Capital Investment Advisors, LLC
DECREASED4,6804,700-200%$940.1K$864.9K-$75.2K2026-10-22
Acropolis Investment Management, LLC
UNCHANGED4,4854,48500%$897.2K$828.8K-$68.4K2026-10-08
Ellis Investment Partners, LLC
DECREASED4,2604,480-220-5%$896.3K$787.3K-$108.9K2026-10-21
Haven Private, LLC
UNCHANGED4,0724,07200%$814.6K$752.5K-$62.1K2026-10-27
Basso Capital Management, L.P.
DECREASED3,9625,347-1,385-26%$1.1M$732.2K-$337.4K2026-10-30
Peoples Bank
UNCHANGED3,7503,75000%$750.2K$693.0K-$57.2K2026-10-09
SFI Advisors, LLC
DECREASED3,5273,885-358-9%$777.2K$651.8K-$125.4K2026-10-30
Concurrent Investment Advisors, LLC
NEW3,479—+3,479——$642.9K—2026-10-16
Founders Financial Securities LLC
UNCHANGED3,3883,38800%$677.7K$626.2K-$51.5K2026-10-28
Keybank National Association
UNCHANGED3,3773,37700%$675.5K$624.1K-$51.5K2026-11-04
NTV Asset Management LLC
UNCHANGED3,1603,16000%$632.1K$584.0K-$48.2K2026-10-23
Mullaney, Keating & Wright, Inc.
INCREASED3,1522,904+248+9%$580.9K$582.5K+$1.6K2026-10-19
Doliver Advisors, LP
DECREASED3,1273,210-83-3%$642.1K$577.9K-$64.3K2026-10-01
Sage Rhino Capital LLC
INCREASED3,0873,086+1+0%$617.4K$570.4K-$47.0K2026-10-28
StoneX Group Inc.
NEW2,858—+2,858——$540.4K—2026-11-03
Archer Investment Management, LLC
DECREASED2,8412,946-105-4%$589.3K$525.0K-$64.2K2026-10-13
Family Wealth Partners, LLC
UNCHANGED2,8372,83700%$567.4K$524.2K-$43.2K2026-10-20
Tortoise Investment Management, LLC
DECREASED2,8142,859-45-2%$571.9K$520.0K-$51.9K2026-11-06
Legacy Advisors, LLC
UNCHANGED2,6672,66700%$533.5K$492.9K-$40.6K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED2,5952,301+294+13%$460.3K$479.5K+$19.2K2026-10-16
Joel Isaacson & Co., LLC
INCREASED2,4741,772+702+40%$354.5K$457.2K+$102.7K2026-11-05
First Horizon Corp
INCREASED2,4451,345+1,100+82%$269.1K$451.8K+$182.8K2026-10-26
Crusonia Wealth Advisors LLC
INCREASED2,3992,397+2+0%$479.6K$443.3K-$36.3K2026-10-26
Perigon Wealth Management, LLC
INCREASED2,2621,792+470+26%$358.5K$418.1K+$59.6K2026-10-22
Eagle Global Advisors LLC
INCREASED2,1271,450+677+47%$290.1K$393.1K+$103.0K2026-11-02
Spire Wealth Management
DECREASED2,0852,109-24-1%$422.0K$385.3K-$36.6K2026-10-30
Compass Ion Advisors, LLC
INCREASED2,0712,070+1+0%$414.2K$382.8K-$31.4K2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED2,0502,05000%$410.1K$378.8K-$31.2K2026-11-02
Bailard, Inc.
DECREASED2,0213,121-1,100-35%$624.3K$373.5K-$250.8K2026-10-13
Biltmore Family Office, LLC
UNCHANGED2,0112,01100%$402.3K$371.6K-$30.6K2026-11-03
Joseph P. Lucia & Associates, LLC
UNCHANGED1,8651,86500%$373.1K$344.7K-$28.4K2026-10-30
Bank of New York Mellon Corp
DECREASED1,7311,872-141-8%$374.5K$319.9K-$54.6K2026-11-05
Crescent Grove Advisors, LLC
UNCHANGED1,7161,71600%$343.3K$317.1K-$26.2K2026-10-21
Forum Financial Management, LP
INCREASED1,6851,666+19+1%$333.2K$311.4K-$21.8K2026-10-16
CoreCap Advisors, LLC
INCREASED1,5571,313+244+19%$262.6K$287.9K+$25.3K2026-10-08
PNC Financial Services Group, Inc.
INCREASED1,513891+622+70%$178.2K$279.6K+$101.4K2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED1,5131,51300%$302.7K$279.6K-$23.1K2026-10-27
Gradient Capital Advisors, LLC
UNCHANGED1,5101,51000%$302.1K$279.0K-$23.0K2026-10-21
William Allan Corp
INCREASED1,3791,377+2+0%$275.4K$254.8K-$20.6K2026-10-14
Sigma Planning Corp
INCREASED1,3341,283+51+4%$256.6K$246.4K-$10.1K2026-10-23
Ballentine Capital Advisors, Inc
UNCHANGED1,2621,26200%$252.5K$233.3K-$19.2K2026-10-14
RFG Advisory, LLC
NEW1,250—+1,250——$231.0K—2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED1,2271,232-50%$246.4K$226.7K-$19.7K2026-10-16
Tassel Capital Management, Inc.
DECREASED1,1921,196-40%$239.2K$220.2K-$19.0K2026-10-20
Berkeley, Inc
UNCHANGED1,1861,18600%$237.3K$219.2K-$18.1K2026-10-20
Index Fund Advisors, Inc.
INCREASED1,1601,157+3+0%$231.4K$214.3K-$17.1K2026-11-05
Eastern Bank
NEW1,100—+1,100——$203.3K—2026-10-05
Allspring Global Investments Holdings, LLC
DECREASED944947-30%$188.2K$175.7K-$12.5K2026-11-04
Parallel Advisors, LLC
UNCHANGED82582500%$165.0K$152.5K-$12.6K2026-11-03
Godsey & Gibb, Inc
UNCHANGED67667600%$135.2K$124.9K-$10.3K2026-10-14
Ares Financial Consulting, LLC
INCREASED670669+1+0%$133.7K$123.9K-$9.9K2026-10-19
IFP Advisors, Inc
INCREASED644619+25+4%$123.8K$119.0K-$4.8K2026-10-16
Mather Group, Llc.
UNCHANGED63963900%$127.8K$118.0K-$9.7K2026-10-14
Creative Financial Designs Inc
NEW408—+408——$75.3K—2026-11-04
Evermay Wealth Management LLC
UNCHANGED40640600%$81.2K$75.0K-$6.2K2026-11-05
Asset Dedication, LLC
DECREASED358380-22-6%$76.0K$66.2K-$9.9K2026-11-03
American National Bank & Trust
UNCHANGED25925900%$51.8K$47.9K-$3.9K2026-10-07
Signaturefd, LLC
UNCHANGED25425400%$50.7K$46.9K-$3.9K2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED17017000%$34.0K$31.4K-$2.6K2026-10-13
Clearstead Advisors, LLC
UNCHANGED17017000%$34.0K$31.4K-$2.6K2026-11-06
US Bancorp \de\
UNCHANGED17017000%$34.0K$31.4K-$2.6K2026-11-05
Trust Co of Vermont
UNCHANGED16816800%$33.6K$31.0K-$2.6K2026-10-21
Heritage Family Offices, LLP
NEW122—+122——$22.5K—2026-11-02
Capital Investment Advisory Services, LLC
DECREASED116136-20-15%$27.2K$21.4K-$5.8K2026-10-30
Fifth Third Bancorp
INCREASED10896+12+13%$19.2K$20.0K+$7552026-11-05
Belvedere Trading LLC
NEW100—+100——$18.5K—2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED10010000%$20.0K$18.5K-$1.5K2026-10-13
Citigroup Inc
NEW99—+99——$18.3K—2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED898900%$17.8K$16.4K-$1.4K2026-10-23
Pacific Center for Financial Services
UNCHANGED797900%$15.8K$14.6K-$1.2K2026-10-15
Rossby Financial, LCC
NEW56—+56——$10.3K—2026-11-05
Northstar Asset Management Co
UNCHANGED505000%$9.4K$8.9K-$4642026-10-22
Lanark Financial, Inc.
INCREASED4217+25+147%$3.4K$7.8K+$4.4K2026-10-26
Larson Financial Group LLC
UNCHANGED383800%$7.6K$7.0K-$5802026-11-05
Triumph Capital Management
UNCHANGED202000%$4.1K$3.8K-$3032026-10-14
Avion Wealth
UNCHANGED202000%$4.0K$3-$4.0K2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED181800%$3.5K$3.3K-$2612026-10-26
Winch Advisory Services, LLC
UNCHANGED141400%$2.8K$2.6K-$2142026-11-06
Blue Trust, Inc.
NEW9—+9——$1.6K—2026-10-15
Trust Co of Toledo NA
NEW4—+4——$739—2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED1100%$200$185-$152026-10-16
LVZ, Inc.
CLOSED07,694-7,694-100%$1.5M$0-$1.5M2026-10-20
Focus Financial Network, Inc.
CLOSED03,075-3,075-100%$615.1K$0-$615.1K2026-10-14
Barclays PLC
CLOSED01,632-1,632-100%$326.5K$0-$326.5K2026-11-06
Silver Grove Financial Group, Inc.
CLOSED01,437-1,437-100%$287.5K$0-$287.5K2026-11-05
Wealthcare Advisory Partners LLC
CLOSED01,293-1,293-100%$258.7K$0-$258.7K2026-10-21
Claro Advisors Inc.
CLOSED01,173-1,173-100%$234.6K$0-$234.6K2026-11-02
Diversified Trust Co
CLOSED01,121-1,121-100%$224.2K$0-$224.2K2026-11-06
Powerhouse Assets LLC
CLOSED01,072-1,072-100%$214.5K$0-$214.5K2026-10-19
Koshinski Asset Management, Inc.
CLOSED01,058-1,058-100%$211.6K$0-$211.6K2026-10-29
Meridian Wealth Management, LLC
CLOSED01,012-1,012-100%$202.4K$0-$202.4K2026-11-05
Shaker Investments LLC
CLOSED01,002-1,002-100%$200.4K$0-$200.4K2026-11-05
Goldstein Advisors, LLC
CLOSED01,000-1,000-100%$200.0K$0-$200.0K2026-10-15
Russell Investments Group, Ltd.
CLOSED0658-658-100%$131.7K$0-$131.7K2026-11-06
International Assets Investment Management, LLC
CLOSED0230-230-100%$46.1K$0-$46.1K2026-11-02
Tradewinds Capital Management, LLC
CLOSED042-42-100%$8.4K$0-$8.4K2026-10-23
Salem Investment Counselors Inc
CLOSED035-35-100%$7.0K$0-$7.0K2026-10-13
Tucker Asset Management LLC
CLOSED022-22-100%$4.4K$0-$4.4K2026-10-29
AdvisorNet Financial, Inc
CLOSED017-17-100%$3.4K$0-$3.4K2026-10-15
1832 Asset Management L.P.
N/A—411,765-411,765-100%$82.4M———
Whittier Trust Co
N/A—347,840-347,840-100%$69.1M———
Goldman Sachs Group Inc
N/A—312,964-312,964-100%$62.6M———
Bank of America Corp
N/A—260,405-260,405-100%$52.1M———
Whittier Trust Co of Nevada Inc
N/A—177,475-177,475-100%$34.8M———
Wells Fargo & Company
N/A—137,513-137,513-100%$27.5M———
Morgan Stanley
N/A—132,390-132,390-100%$26.5M———
Cetera Investment Advisers
N/A—106,545-106,545-100%$21.3M———
Bank of Montreal
N/A—105,227-105,227-100%$21.0M———
Wellington Management Group LLP
N/A—76,400-76,400-100%$15.3M———
Envestnet Asset Management Inc
N/A—57,960-57,960-100%$11.6M———
UBS Group AG
N/A—50,039-50,039-100%$10.0M———
Smith, Moore & Co.
N/A—47,010-47,010-100%$9.4M———
Raymond James Financial Inc
N/A—44,591-44,591-100%$8.9M———
Alesco Advisors, LLC, An ESL Co
N/A—39,139-39,139-100%$7.8M———
JPMorgan Chase & Co
N/A—38,140-38,140-100%$7.6M———
Michelson Medical Research Foundation, Inc.
N/A—35,385-35,385-100%$7.1M———
Johnson Investment Counsel Inc
N/A—33,968-33,968-100%$6.8M———
FIL Ltd
N/A—31,271-31,271-100%$6.3M———
Piedmont Capital Management, LLC
N/A—30,801-30,801-100%$6.2M———
Susquehanna International Group, LLP
N/A—30,357-30,357-100%$6.1M———
Citadel Advisors LLC
N/A—27,251-27,251-100%$5.5M———
Royal Bank of Canada
N/A—24,558-24,558-100%$4.9M———
Regal Investment Advisors LLC
N/A—21,112-21,112-100%$4.2M———
Kennedy Capital Management LLC
N/A—20,675-20,675-100%$4.1M———
Osaic Holdings, Inc.
N/A—20,630-20,630-100%$4.1M———
Stephens Inc
N/A—18,938-18,938-100%$3.8M———
Jones Financial Companies Lllp
N/A—18,632-18,632-100%$3.6M———
Texas Yale Capital Corp.
N/A—18,117-18,117-100%$3.6M———
O'shaughnessy Asset Management, LLC
N/A—18,041-18,041-100%$3.6M———
NewEdge Advisors, LLC
N/A—13,239-13,239-100%$2.6M———
HighTower Advisors, LLC
N/A—12,981-12,981-100%$2.6M———
M1 Capital Management LLC
N/A—12,909-12,909-100%$2.6M———
Genesis Financial Group, LLC
N/A—12,050-12,050-100%$2.4M———
EMC Capital Management
N/A—11,741-11,741-100%$2.3M———
Rockbridge Investment Management, LCC
N/A—11,547-11,547-100%$2.3M———
Connors Investor Services Inc
N/A—10,780-10,780-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—9,685-9,685-100%$1.9M———
Forefront Wealth Partners, LLC
N/A—9,583-9,583-100%$1.9M———
Focus Partners Wealth
N/A—9,212-9,212-100%$1.8M———
AQR Capital Management LLC
N/A—8,295-8,295-100%$1.7M———
Quantinno Capital Management LP
N/A—7,454-7,454-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—6,952-6,952-100%$1.4M———
Mariner, LLC
N/A—6,804-6,804-100%$1.4M———
Capstone Investment Advisors, LLC
N/A—6,301-6,301-100%$1.3M———
Captrust Financial Advisors
N/A—5,673-5,673-100%$1.1M———
Jackson, Grant Investment Advisers, Inc.
N/A—5,545-5,545-100%$1.1M———
Renaissance Technologies LLC
N/A—5,484-5,484-100%$1.1M———
FMR LLC
N/A—5,349-5,349-100%$1.1M———
Wescap Management Group, Inc.
N/A—5,234-5,234-100%$1.0M———
CCG Wealth Management, LLC
N/A—5,222-5,222-100%$1.0M———
MML Investors Services, LLC
N/A—4,792-4,792-100%$958.6K———
Legacy Financial Group LLC
N/A—4,130-4,130-100%$826.2K———
Brand Asset Management Group, Inc.
N/A—4,116-4,116-100%$823.4K———
Marex Group Ltd
N/A—4,054-4,054-100%$811.0K———
Sentinel Wealth Management, Inc.
N/A—3,815-3,815-100%$763.2K———
Mercer Global Advisors Inc
N/A—3,806-3,806-100%$761.4K———
Urban Financial Advisory Corp
N/A—3,803-3,803-100%$760.7K———
Integrated Wealth Concepts LLC
N/A—3,592-3,592-100%$718.6K———
Next Capital Management LLC
N/A—3,123-3,123-100%$624.7K———
Ancora Advisors LLCA
N/A—3,003-3,003-100%$600.7K———
First Western Trust Bank
N/A—2,947-2,947-100%$589.5K———
Trustmark Bank Trust Department
N/A—2,935-2,935-100%$587.1K———
Cardiff Park Advisors, LLC
N/A—2,620-2,620-100%$524.1K———
Sanctuary Advisors, LLC
N/A—2,505-2,505-100%$501.1K———
Garrison Point Advisors, LLC
N/A—2,500-2,500-100%$500.1K———
Beaird Harris Wealth Management, LLC
N/A—2,428-2,428-100%$485.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,347-2,347-100%$469.5K———
Boston Family Office LLC
N/A—2,333-2,333-100%$467.0K———
BlackRock, Inc.
N/A—2,291-2,291-100%$458.4K———
National Bank of Canada
N/A—2,242-2,242-100%$448.6K———
World Investment Advisors
N/A—2,075-2,075-100%$331.2K———
Janney Montgomery Scott LLC
N/A—2,026-2,026-100%$405.0K———
Global Retirement Partners, LLC
N/A—1,970-1,970-100%$394.2K———
Aspen Grove Capital, LLC
N/A—1,959-1,959-100%$391.9K———
Silvercrest Asset Management Group LLC
N/A—1,915-1,915-100%$383.1K———
Brown Advisory Inc
N/A—1,898-1,898-100%$379.7K———
Harbour Investments, Inc.
N/A—1,835-1,835-100%$367.1K———
Northern Trust Corp
N/A—1,801-1,801-100%$360.3K———
Comprehensive Money Management Services LLC
N/A—1,775-1,775-100%$355.1K———
Stifel Financial Corp
N/A—1,737-1,737-100%$347.8K———
Wilson & Boucher Capital Management, LLC
N/A—1,725-1,725-100%$345.1K———
Wealthspire Advisors, LLC
N/A—1,675-1,675-100%$335.0K———
BFC Planning, Inc.
N/A—1,638-1,638-100%$327.6K———
Northwestern Mutual Wealth Management Co
N/A—1,620-1,620-100%$324.1K———
Tilson Financial Group, Inc.
N/A—1,595-1,595-100%$319.1K———
CIBC Bancorp USA Inc.
N/A—1,537-1,537-100%$307.4K———
Portland Global Advisors LLC
N/A—1,470-1,470-100%$294.1K———
IHT Wealth Management, LLC
N/A—1,446-1,446-100%$289.2K———
Summit Financial, LLC
N/A—1,384-1,384-100%$276.8K———
Brown Brothers Harriman & Co
N/A—1,307-1,307-100%$261.5K———
American Money Management, LLC
N/A—1,300-1,300-100%$260.1K———
One Capital Management, LLC
N/A—1,299-1,299-100%$207.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,262-1,262-100%$252.6K———
Cerity Partners LLC
N/A—1,248-1,248-100%$249.6K———
Private Advisor Group, LLC
N/A—1,234-1,234-100%$246.9K———
Cascade Financial Partners, LLC
N/A—1,198-1,198-100%$239.6K———
Annandale Capital, LLC
N/A—1,186-1,186-100%$237.0K———
M&T Bank Corp
N/A—1,179-1,179-100%$235.8K———
Cornerstone Financial Management LLC
N/A—1,100-1,100-100%$220.0K———
Arkadios Wealth Advisors
N/A—1,089-1,089-100%$217.8K———
Blueshift Asset Management, LLC
N/A—1,068-1,068-100%$213.6K———
JMG Financial Group, Ltd.
N/A—1,050-1,050-100%$210.0K———
Bank OZK
N/A—1,029-1,029-100%$205.8K———
Parkwoods Wealth Partners, LLC
N/A—1,028-1,028-100%$205.5K———
Keebeck Wealth Management
N/A—1,005-1,005-100%$201.0K———
Naviter Wealth, LLC
N/A—1,000-1,000-100%$200.0K———
Rockefeller Capital Management L.P.
N/A—842-842-100%$168.4K———
EP Wealth Advisors, LLC
N/A—756-756-100%$151.2K———
Aptus Capital Advisors, LLC
N/A—730-730-100%$146.0K———
Geneos Wealth Management Inc.
N/A—704-704-100%$140.8K———
Horizon Kinetics Asset Management LLC
N/A—690-690-100%$138.0K———
Blair William & Co
N/A—680-680-100%$136.0K———
Copia Wealth Management
N/A—569-569-100%$113.8K———
Franklin Resources Inc
N/A—555-555-100%$111.0K———
Arax Advisory Partners
N/A—517-517-100%$103.4K———
Colonial Trust Co / SC
N/A—488-488-100%$97.6K———
Ameriflex Group, Inc.
N/A—485-485-100%$97.0K———
Federation des caisses Desjardins du Quebec
N/A—400-400-100%$80.0K———
Punch & Associates Investment Management, Inc.
N/A—398-398-100%$79.6K———
Godfrey Financial Associates, Inc.
N/A—290-290-100%$58.0K———
Keating Financial Advisory Services, Inc.
N/A—290-290-100%$58.0K———
Synergy Investment Management, LLC
N/A—233-233-100%$46.6K———
AE Wealth Management LLC
N/A—186-186-100%$37.2K———
1015 Capital Partners, LLC
N/A—180-180-100%$36.0K———
Huntington National Bank
N/A—178-178-100%$35.6K———
Raffa Wealth Management, LLC
N/A—168-168-100%$33.6K———
Dunhill Financial, LLC
N/A—150-150-100%$30.0K———
Bartlett & Co. Wealth Management LLC
N/A—143-143-100%$28.6K———
Fiduciary Financial Advisors
N/A—106-106-100%$21.2K———
WealthShield Partners, LLC
N/A—103-103-100%$20.6K———
Capital Analysts, LLC
N/A—57-57-100%$11———
UBS Asset Management Americas LLC
N/A—57-57-100%$11.4K———
Richard W. Paul & Associates, LLC
N/A—55-55-100%$11.0K———
Steward Partners Investment Advisory, LLC
N/A—24-24-100%$4.9K———
Horizon Investments, LLC
N/A—17-17-100%$3.4K———
Aventura Private Wealth, LLC
N/A—10-10-100%$2.0K———
Accent Capital Management, LLC
N/A—6-6-100%$1.2K———
CVA Family Office, LLC
N/A—2-2-100%$400———
Showing 286 of 286 institutions