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Ishares Msci China ETF (MCHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares2,076,858 from 2,060,215
Change+16,643 (+1%)
Value$108.3M (+$3.5M)
Filed 2026-10-29
Meitav Investment House LTD
DECREASED
Shares937,678 from 1,175,148
Change-237,470 (-20%)
Value$48.9M (-$11.0M)
Filed 2026-10-28
Nipun Capital, L.P.
DECREASED
Shares807,800 from 837,800
Change-30,000 (-4%)
Value$42.2M (-$589.7K)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares604,649 from 493,360
Change+111,289 (+23%)
Value$31.6M (+$6.4M)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares490,029 from 490,029
Change0 (0%)
Value$25.6M (+$572.0K)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares350,357 from 332,170
Change+18,187 (+5%)
Value$18.3M (+$1.3M)
Filed 2026-11-04
City of London Investment Management Co LTD
INCREASED
Shares321,996 from 168,281
Change+153,715 (+91%)
Value$16.8M (+$8.2M)
Filed 2026-10-30
Galvin, Gaustad & Stein, LLC
DECREASED
Shares244,872 from 254,150
Change-9,278 (-4%)
Value$12.8M (-$188.1K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares226,208 from 259,800
Change-33,592 (-13%)
Value$11.8M (-$1.5M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares226,157 from 220,963
Change+5,194 (+2%)
Value$11.8M (+$528.5K)
Filed 2026-10-21
Yousif Capital Management, LLC
INCREASED
Shares225,077 from 118,615
Change+106,462 (+90%)
Value$11.7M (+$5.7M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares171,580 from 173,322
Change-1,742 (-1%)
Value$9.0M (+$111.0K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares168,517 from 67,084
Change+101,433 (+151%)
Value$8.8M (+$5.4M)
Filed 2026-11-05
Lake Street Private Wealth, LLC
INCREASED
Shares168,035 from 165,776
Change+2,259 (+1%)
Value$8.8M (+$311.2K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares158,856 from 147,894
Change+10,962 (+7%)
Value$8.3M (+$744.4K)
Filed 2026-10-08
Evergreen Capital Management LLC
INCREASED
Shares101,225 from 98,457
Change+2,768 (+3%)
Value$5.3M (+$259.2K)
Filed 2026-10-23
Juncture Wealth Strategies, LLC
INCREASED
Shares82,542 from 73,062
Change+9,480 (+13%)
Value$4.3M (+$579.9K)
Filed 2026-10-06
180 Wealth Advisors, LLC
INCREASED
Shares74,756 from 66,489
Change+8,267 (+12%)
Value$3.9M (+$508.9K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares42,831 from 40,310
Change+2,521 (+6%)
Value$2.2K (-$2.1M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares41,826 from 23,218
Change+18,608 (+80%)
Value$2.2M (+$998.2K)
Filed 2026-11-05
Upper Left Wealth Management, LLC
DECREASED
Shares33,396 from 92,023
Change-58,627 (-64%)
Value$1.7M (-$3.0M)
Filed 2026-10-14
Journey Advisory Group, LLC
DECREASED
Shares32,137 from 35,523
Change-3,386 (-10%)
Value$1.7M (-$135.3K)
Filed 2026-11-04
V-Square Quantitative Management LLC
DECREASED
Shares30,645 from 31,373
Change-728 (-2%)
Value$1.6M (-$1.4K)
Filed 2026-10-15
Trek Financial, LLC
INCREASED
Shares27,975 from 27,786
Change+189 (+1%)
Value$1.5M (+$42.2K)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares27,628 from 43,880
Change-16,252 (-37%)
Value$1.4M (-$797.1K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares25,000
Change+25,000
Value$1.3M
Filed 2026-10-28
Y.D. More Investments Ltd
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.3M (+$29.1K)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares24,465 from 21,090
Change+3,375 (+16%)
Value$1.3M (+$200.7K)
Filed 2026-10-02
Commonwealth Equity Services, LLC
INCREASED
Shares24,373 from 4,379
Change+19,994 (+457%)
Value$1.3M (+$1.0M)
Filed 2026-11-02
Guidance Capital, Inc
INCREASED
Shares24,175 from 22,043
Change+2,132 (+10%)
Value$1.2M (+$5.4K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
UNCHANGED
Shares23,601 from 23,601
Change0 (0%)
Value$1.2M (+$27.5K)
Filed 2026-10-19
Imc-Chicago, LLC
INCREASED
Shares23,354 from 13,289
Change+10,065 (+76%)
Value$1.2M (+$540.8K)
Filed 2026-11-05
BigSur Wealth Management LLC
UNCHANGED
Shares21,820 from 21,820
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares20,975 from 19,001
Change+1,974 (+10%)
Value$1.1M (+$125.2K)
Filed 2026-10-15
Diversify Wealth Management, LLC
INCREASED
Shares20,692 from 20,387
Change+305 (+2%)
Value$1.1M (-$36.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares20,692 from 20,387
Change+305 (+2%)
Value$1.1M (-$36.6K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares19,534 from 13,350
Change+6,184 (+46%)
Value$1.0M (+$338.3K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$991.6K (+$22.1K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares17,795 from 28,354
Change-10,559 (-37%)
Value$928.7K (-$518.1K)
Filed 2026-10-30
Hyposwiss Advisors SA
DECREASED
Shares17,475 from 18,110
Change-635 (-4%)
Value$912.5K (-$11.5K)
Filed 2026-10-26
Vontobel Holding Ltd.
DECREASED
Shares16,308 from 17,235
Change-927 (-5%)
Value$851.1K (-$28.3K)
Filed 2026-10-16
Lynx Investment Advisory
INCREASED
Shares15,579 from 13,541
Change+2,038 (+15%)
Value$813.1K (+$122.1K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares15,046 from 13,973
Change+1,073 (+8%)
Value$785.2K (+$72.3K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares14,975 from 14,544
Change+431 (+3%)
Value$781.5K (+$39.4K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares14,312 from 12,386
Change+1,926 (+16%)
Value$746.9K (+$114.9K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
DECREASED
Shares11,376 from 11,454
Change-78 (-1%)
Value$613.7K (+$3.4K)
Filed 2026-10-26
Evanson Financial, LLC
INCREASED
Shares11,312 from 11,282
Change+30 (+0%)
Value$590.4K (+$14.7K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares11,066 from 10,589
Change+477 (+5%)
Value$578 (-$539.4K)
Filed 2026-10-26
Acima Private Wealth, LLC
DECREASED
Shares10,738 from 10,946
Change-208 (-2%)
Value$560.4K (+$1.9K)
Filed 2026-10-05
CIBC Asset Management Inc
DECREASED
Shares10,690 from 11,663
Change-973 (-8%)
Value$557.9K (-$37.2K)
Filed 2026-11-05
Helios Capital Management Pte. LTD
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$521.9K (+$11.7K)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares9,919 from 9,945
Change-26 (0%)
Value$517.7K (+$10.2K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
NEW
Shares9,402
Change+9,402
Value$490.7K
Filed 2026-10-21
JGP Wealth Management, LLC
INCREASED
Shares8,343 from 5,902
Change+2,441 (+41%)
Value$435.4K (+$134.3K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares7,596 from 5,341
Change+2,255 (+42%)
Value$402.7K (+$130.8K)
Filed 2026-11-03
Swmg, LLC
INCREASED
Shares7,516 from 7,342
Change+174 (+2%)
Value$368.4K (-$22.4K)
Filed 2026-10-23
Demars Financial Group, LLC
DECREASED
Shares7,437 from 8,838
Change-1,401 (-16%)
Value$388.2K (-$62.8K)
Filed 2026-10-22
Knights of Columbus Asset Advisors LLC
DECREASED
Shares7,127 from 9,112
Change-1,985 (-22%)
Value$372.0K (-$93.0K)
Filed 2026-11-05
Arta Finance Wealth Management LLC
INCREASED
Shares6,697 from 6,048
Change+649 (+11%)
Value$349.5K (+$40.9K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares6,251 from 5,435
Change+816 (+15%)
Value$326.2K (+$48.9K)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares6,133
Change+6,133
Value$320.1K
Filed 2026-10-16
Avalon Capital Management
DECREASED
Shares6,051 from 6,112
Change-61 (-1%)
Value$315.8K (+$3.9K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
DECREASED
Shares5,602 from 5,608
Change-6 (0%)
Value$292.4K (+$6.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares5,540 from 6,806
Change-1,266 (-19%)
Value$289.1K (-$58.1K)
Filed 2026-10-08
Pinnacle Associates LTD
DECREASED
Shares5,370 from 5,620
Change-250 (-4%)
Value$280.3K (-$6.5K)
Filed 2026-10-20
Yoffe Investment Management, LLC
UNCHANGED
Shares5,149 from 5,149
Change0 (0%)
Value$268.7K (+$6.0K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares4,941 from 4,286
Change+655 (+15%)
Value$257.9K (+$39.2K)
Filed 2026-10-28
Quattro Financial Advisors LLC
NEW
Shares4,714
Change+4,714
Value$246.0K
Filed 2026-10-15
Sentry LLC
DECREASED
Shares4,697 from 4,797
Change-100 (-2%)
Value$245.1K (+$369)
Filed 2026-10-30
Kathmere Capital Management, LLC
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$221.8K (+$5.0K)
Filed 2026-10-20
Atala Financial Inc
UNCHANGED
Shares4,038 from 4,038
Change0 (0%)
Value$210.7K (+$4.7K)
Filed 2026-10-22
Rinkey Investments
NEW
Shares3,891
Change+3,891
Value$203.1K
Filed 2026-10-28
Quaker Wealth Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$156.6K (+$3.5K)
Filed 2026-10-22
Wormser Freres Gestion
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$144.4K (+$3.8K)
Filed 2026-10-21
Compagnie Lombard Odier SCmA
UNCHANGED
Shares2,602 from 2,602
Change0 (0%)
Value$135.8K (+$3.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares2,187 from 257
Change+1,930 (+751%)
Value$114.0K (+$100.7K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares2,160 from 2,190
Change-30 (-1%)
Value$112.7K (+$985)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares1,963 from 1,960
Change+3 (+0%)
Value$102.4K (+$2.4K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$99.2K (+$2.2K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$91.2K (+$2.0K)
Filed 2026-10-26
Private Wealth Management Group, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$90.6K (+$2.0K)
Filed 2026-10-19
Activest Wealth Management
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$88.6K (+$2.0K)
Filed 2026-10-15
William Mack & Associates, Inc.
NEW
Shares1,241
Change+1,241
Value$64.8K
Filed 2026-10-27
Ashton Thomas Securities, LLC
NEW
Shares957
Change+957
Value$49.9K
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$43.2K (+$964)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares719 from 725
Change-6 (-1%)
Value$37.5K (+$532)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares645 from 597
Change+48 (+8%)
Value$33.7K (+$3.2K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$27.6K (+$888)
Filed 2026-11-04
Proathlete Wealth Management LLC
INCREASED
Shares549 from 269
Change+280 (+104%)
Value$28.7K (+$14.9K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$27.2K (+$608)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$25.6K (+$571)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$21.2K (+$473)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares380
Change+380
Value$19.8K
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares309
Change+309
Value$16
Filed 2026-10-02
Harbor Investment Advisory, LLC
NEW
Shares300
Change+300
Value$15.7K
Filed 2026-10-13
Cape Investment Advisory, Inc.
DECREASED
Shares265 from 300
Change-35 (-12%)
Value$13.8K (-$1.5K)
Filed 2026-10-13
Fortitude Family Office, LLC
INCREASED
Shares263 from 48
Change+215 (+448%)
Value$13.7K (+$11.3K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
NEW
Shares250
Change+250
Value$13.1K
Filed 2026-10-30
MB, Levis & Associates, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$11.9K (+$266)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$10.3K (+$230)
Filed 2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$9.0K (+$202)
Filed 2026-10-05
Spire Wealth Management
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$9.0K (+$201)
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares142
Change+142
Value$7.4K
Filed 2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$7.3K (+$163)
Filed 2026-10-07
Brown, Lisle Ings, Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$7.1K (+$159)
Filed 2026-10-16
Toth Financial Advisory Corp
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$6.6K (+$146)
Filed 2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$5.8K (+$129)
Filed 2026-10-28
Compass Financial Management LLC
NEW
Shares110
Change+110
Value$5.7K
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.7K (+$128)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$4.2K (+$94)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW
Shares79
Change+79
Value$4.1K
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares67 from 119
Change-52 (-44%)
Value$3.5K (-$2.6K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares66 from 48
Change+18 (+38%)
Value$3 (+$1)
Filed 2026-10-02
Covestor Ltd
DECREASED
Shares59 from 62
Change-3 (-5%)
Value$3 ($0)
Filed 2026-10-30
Albion Financial Group
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.9K (+$65)
Filed 2026-10-21
Rossby Financial, LCC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.2K (+$49)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.9K (+$43)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.8K (+$41)
Filed 2026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.8K (+$40)
Filed 2026-10-23
Armstrong Advisory Group, Inc
NEW
Shares26
Change+26
Value$1.4K
Filed 2026-10-09
Main Street Group, LTD
DECREASED
Shares25 from 30
Change-5 (-17%)
Value$1.3K (-$226)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K (+$28)
Filed 2026-11-02
Golden State Wealth Management, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K (+$26)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.1K (+$24)
Filed 2026-11-03
Vima LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$783 (+$18)
Filed 2026-10-23
Bochk Asset Management Ltd
CLOSED
Shares0 from 64,000
Change-64,000 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 33,269
Change-33,269 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
TBH Global Asset Management, LLC
CLOSED
Shares0 from 13,969
Change-13,969 (-100%)
Value$0 (-$712.8K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
CLOSED
Shares0 from 5,434
Change-5,434 (-100%)
Value$0 (-$277.3K)
Filed 2026-10-05
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$22.4K)
Filed 2026-10-19
Cornerstone Planning Group LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-23
Mather Group, Llc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$26)
Filed 2026-10-14
BlackRock, Inc.
N/A
Shares— from 5,749,272
Change-5,749,272 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,267,940
Change-3,267,940 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,819,529
Change-2,819,529 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,165,794
Change-2,165,794 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,792,544
Change-1,792,544 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,595,100
Change-1,595,100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,344,300
Change-1,344,300 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,325,097
Change-1,325,097 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,281,520
Change-1,281,520 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 1,072,451
Change-1,072,451 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 999,904
Change-999,904 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 850,545
Change-850,545 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 701,861
Change-701,861 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 695,692
Change-695,692 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 683,332
Change-683,332 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 667,017
Change-667,017 (-100%)
Value—
Amundi
N/A
Shares— from 640,224
Change-640,224 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 619,690
Change-619,690 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 560,714
Change-560,714 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 520,204
Change-520,204 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 500,385
Change-500,385 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 488,288
Change-488,288 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 472,490
Change-472,490 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 440,377
Change-440,377 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 349,273
Change-349,273 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 325,122
Change-325,122 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 301,765
Change-301,765 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 257,408
Change-257,408 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 253,329
Change-253,329 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 201,539
Change-201,539 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 191,409
Change-191,409 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 189,144
Change-189,144 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 183,962
Change-183,962 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 171,400
Change-171,400 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 170,460
Change-170,460 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 166,865
Change-166,865 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 149,450
Change-149,450 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 125,462
Change-125,462 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 123,683
Change-123,683 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 107,087
Change-107,087 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 103,864
Change-103,864 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 101,161
Change-101,161 (-100%)
Value—
FIL Ltd
N/A
Shares— from 100,264
Change-100,264 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 99,781
Change-99,781 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 98,110
Change-98,110 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 97,269
Change-97,269 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 96,408
Change-96,408 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 82,480
Change-82,480 (-100%)
Value—
Barclays PLC
N/A
Shares— from 82,054
Change-82,054 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 82,014
Change-82,014 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 77,862
Change-77,862 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 76,034
Change-76,034 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 73,942
Change-73,942 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 62,137
Change-62,137 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 61,490
Change-61,490 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 60,663
Change-60,663 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 54,186
Change-54,186 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 53,959
Change-53,959 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 50,909
Change-50,909 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 49,259
Change-49,259 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 48,872
Change-48,872 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 47,602
Change-47,602 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 45,432
Change-45,432 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 44,791
Change-44,791 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 38,474
Change-38,474 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 36,333
Change-36,333 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 35,934
Change-35,934 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 35,055
Change-35,055 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 34,220
Change-34,220 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 32,870
Change-32,870 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30,835
Change-30,835 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 30,277
Change-30,277 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 29,750
Change-29,750 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 28,931
Change-28,931 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,545
Change-28,545 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 26,980
Change-26,980 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,563
Change-23,563 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 22,100
Change-22,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,662
Change-21,662 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 19,497
Change-19,497 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,110
Change-19,110 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,070
Change-19,070 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,733
Change-18,733 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 18,409
Change-18,409 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,497
Change-16,497 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,795
Change-15,795 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 14,146
Change-14,146 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,284
Change-13,284 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 12,843
Change-12,843 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 11,820
Change-11,820 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,487
Change-11,487 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 10,877
Change-10,877 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 9,687
Change-9,687 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 9,533
Change-9,533 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,684
Change-8,684 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,331
Change-8,331 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,290
Change-6,290 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,071
Change-6,071 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Natixis
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 650
Change-650 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 610
Change-610 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 546
Change-546 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
EFG International AG
N/A
Shares— from 400
Change-400 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 395
Change-395 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 272
Change-272 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Allianz SE
N/A
Shares— from 102
Change-102 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 96
Change-96 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Blair William & Co
N/A
Shares— from 18
Change-18 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Bank Julius Baer & Co. Ltd, Zurich
INCREASED2,076,8582,060,215+16,643+1%$104.8M$108.3M+$3.5M2026-10-29
Meitav Investment House LTD
DECREASED937,6781,175,148-237,470-20%$60.0M$48.9M-$11.0M2026-10-28
Nipun Capital, L.P.
DECREASED807,800837,800-30,000-4%$42.7M$42.2M-$589.7K2026-10-08
Lido Advisors, LLC
INCREASED604,649493,360+111,289+23%$25.2M$31.6M+$6.4M2026-11-04
Analyst IMS Investment Management Services Ltd.
UNCHANGED490,029490,02900%$25.0M$25.6M+$572.0K2026-11-05
New York Life Investment Management LLC
INCREASED350,357332,170+18,187+5%$16.9M$18.3M+$1.3M2026-11-04
City of London Investment Management Co LTD
INCREASED321,996168,281+153,715+91%$8.6M$16.8M+$8.2M2026-10-30
Galvin, Gaustad & Stein, LLC
DECREASED244,872254,150-9,278-4%$13.0M$12.8M-$188.1K2026-10-08
Citigroup Inc
DECREASED226,208259,800-33,592-13%$13.3M$11.8M-$1.5M2026-11-04
Assetmark, Inc
INCREASED226,157220,963+5,194+2%$11.3M$11.8M+$528.5K2026-10-21
Yousif Capital Management, LLC
INCREASED225,077118,615+106,462+90%$6.1M$11.7M+$5.7M2026-10-22
Mutual of America Capital Management LLC
DECREASED171,580173,322-1,742-1%$8.8M$9.0M+$111.0K2026-10-23
Fifth Third Bancorp
INCREASED168,51767,084+101,433+151%$3.4M$8.8M+$5.4M2026-11-05
Lake Street Private Wealth, LLC
INCREASED168,035165,776+2,259+1%$8.5M$8.8M+$311.2K2026-10-22
Gamma Investing LLC
INCREASED158,856147,894+10,962+7%$7.5M$8.3M+$744.4K2026-10-08
Evergreen Capital Management LLC
INCREASED101,22598,457+2,768+3%$5.0M$5.3M+$259.2K2026-10-23
Juncture Wealth Strategies, LLC
INCREASED82,54273,062+9,480+13%$3.7M$4.3M+$579.9K2026-10-06
180 Wealth Advisors, LLC
INCREASED74,75666,489+8,267+12%$3.4M$3.9M+$508.9K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED42,83140,310+2,521+6%$2.1M$2.2K-$2.1M2026-11-02
Bank of New York Mellon Corp
INCREASED41,82623,218+18,608+80%$1.2M$2.2M+$998.2K2026-11-05
Upper Left Wealth Management, LLC
DECREASED33,39692,023-58,627-64%$4.7M$1.7M-$3.0M2026-10-14
Journey Advisory Group, LLC
DECREASED32,13735,523-3,386-10%$1.8M$1.7M-$135.3K2026-11-04
V-Square Quantitative Management LLC
DECREASED30,64531,373-728-2%$1.6M$1.6M-$1.4K2026-10-15
Trek Financial, LLC
INCREASED27,97527,786+189+1%$1.4M$1.5M+$42.2K2026-10-29
Avestar Capital, LLC
DECREASED27,62843,880-16,252-37%$2.2M$1.4M-$797.1K2026-10-28
Partners Wealth Management, LLC
NEW25,000—+25,000——$1.3M—2026-10-28
Y.D. More Investments Ltd
UNCHANGED25,00025,00000%$1.3M$1.3M+$29.1K2026-11-02
Boltwood Capital Management
INCREASED24,46521,090+3,375+16%$1.1M$1.3M+$200.7K2026-10-02
Commonwealth Equity Services, LLC
INCREASED24,3734,379+19,994+457%$223.4K$1.3M+$1.0M2026-11-02
Guidance Capital, Inc
INCREASED24,17522,043+2,132+10%$1.2M$1.2M+$5.4K2026-11-03
New England Private Wealth Advisors LLC
UNCHANGED23,60123,60100%$1.2M$1.2M+$27.5K2026-10-19
Imc-Chicago, LLC
INCREASED23,35413,289+10,065+76%$678.1K$1.2M+$540.8K2026-11-05
BigSur Wealth Management LLC
UNCHANGED21,82021,82000%$1.1M$1.1M+$25.4K2026-10-13
Atria Investments, Inc
INCREASED20,97519,001+1,974+10%$969.5K$1.1M+$125.2K2026-10-15
Diversify Wealth Management, LLC
INCREASED20,69220,387+305+2%$1.1M$1.1M-$36.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED20,69220,387+305+2%$1.1M$1.1M-$36.6K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED19,53413,350+6,184+46%$681.2K$1.0M+$338.3K2026-11-03
Mirae Asset Global Investments Co., Ltd.
UNCHANGED19,00019,00000%$969.5K$991.6K+$22.1K2026-11-03
Gallacher Capital Management LLC
DECREASED17,79528,354-10,559-37%$1.4M$928.7K-$518.1K2026-10-30
Hyposwiss Advisors SA
DECREASED17,47518,110-635-4%$924.1K$912.5K-$11.5K2026-10-26
Vontobel Holding Ltd.
DECREASED16,30817,235-927-5%$879.4K$851.1K-$28.3K2026-10-16
Lynx Investment Advisory
INCREASED15,57913,541+2,038+15%$690.9K$813.1K+$122.1K2026-10-27
Kestra Advisory Services, LLC
INCREASED15,04613,973+1,073+8%$713.0K$785.2K+$72.3K2026-11-02
Creative Planning
INCREASED14,97514,544+431+3%$742.1K$781.5K+$39.4K2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED14,31212,386+1,926+16%$632.0K$746.9K+$114.9K2026-11-05
J. Safra Sarasin Holding AG
DECREASED11,37611,454-78-1%$610.3K$613.7K+$3.4K2026-10-26
Evanson Financial, LLC
INCREASED11,31211,282+30+0%$575.7K$590.4K+$14.7K2026-10-23
Park Avenue Securities LLC
INCREASED11,06610,589+477+5%$540.0K$578-$539.4K2026-10-26
Acima Private Wealth, LLC
DECREASED10,73810,946-208-2%$558.5K$560.4K+$1.9K2026-10-05
CIBC Asset Management Inc
DECREASED10,69011,663-973-8%$595.1K$557.9K-$37.2K2026-11-05
Helios Capital Management Pte. LTD
UNCHANGED10,00010,00000%$510.3K$521.9K+$11.7K2026-10-14
HB Wealth Management, LLC
DECREASED9,9199,945-260%$507.4K$517.7K+$10.2K2026-10-23
Axxcess Wealth Management, LLC
NEW9,402—+9,402——$490.7K—2026-10-21
JGP Wealth Management, LLC
INCREASED8,3435,902+2,441+41%$301.2K$435.4K+$134.3K2026-10-13
StoneX Group Inc.
INCREASED7,5965,341+2,255+42%$271.9K$402.7K+$130.8K2026-11-03
Swmg, LLC
INCREASED7,5167,342+174+2%$390.8K$368.4K-$22.4K2026-10-23
Demars Financial Group, LLC
DECREASED7,4378,838-1,401-16%$451.0K$388.2K-$62.8K2026-10-22
Knights of Columbus Asset Advisors LLC
DECREASED7,1279,112-1,985-22%$464.9K$372.0K-$93.0K2026-11-05
Arta Finance Wealth Management LLC
INCREASED6,6976,048+649+11%$308.6K$349.5K+$40.9K2026-10-28
Simplicity Wealth,LLC
INCREASED6,2515,435+816+15%$277.3K$326.2K+$48.9K2026-10-23
USA Financial Formulas
NEW6,133—+6,133——$320.1K—2026-10-16
Avalon Capital Management
DECREASED6,0516,112-61-1%$311.9K$315.8K+$3.9K2026-11-04
Fiduciary Financial Group, LLC
DECREASED5,6025,608-60%$286.1K$292.4K+$6.2K2026-10-13
Farther Finance Advisors, LLC
DECREASED5,5406,806-1,266-19%$347.2K$289.1K-$58.1K2026-10-08
Pinnacle Associates LTD
DECREASED5,3705,620-250-4%$286.8K$280.3K-$6.5K2026-10-20
Yoffe Investment Management, LLC
UNCHANGED5,1495,14900%$262.7K$268.7K+$6.0K2026-11-02
D.A. Davidson & Co.
INCREASED4,9414,286+655+15%$218.7K$257.9K+$39.2K2026-10-28
Quattro Financial Advisors LLC
NEW4,714—+4,714——$246.0K—2026-10-15
Sentry LLC
DECREASED4,6974,797-100-2%$244.8K$245.1K+$3692026-10-30
Kathmere Capital Management, LLC
UNCHANGED4,2504,25000%$216.9K$221.8K+$5.0K2026-10-20
Atala Financial Inc
UNCHANGED4,0384,03800%$206.0K$210.7K+$4.7K2026-10-22
Rinkey Investments
NEW3,891—+3,891——$203.1K—2026-10-28
Quaker Wealth Management, LLC
UNCHANGED3,0003,00000%$153.1K$156.6K+$3.5K2026-10-22
Wormser Freres Gestion
UNCHANGED2,7672,76700%$140.6K$144.4K+$3.8K2026-10-21
Compagnie Lombard Odier SCmA
UNCHANGED2,6022,60200%$132.8K$135.8K+$3.0K2026-11-04
TD Waterhouse Canada Inc.
INCREASED2,187257+1,930+751%$13.2K$114.0K+$100.7K2026-10-16
IFP Advisors, Inc
DECREASED2,1602,190-30-1%$111.7K$112.7K+$9852026-10-16
Blue Trust, Inc.
INCREASED1,9631,960+3+0%$100.0K$102.4K+$2.4K2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED1,9001,90000%$96.9K$99.2K+$2.2K2026-10-22
Glass Jacobson Investment Advisors llc
UNCHANGED1,7481,74800%$89.2K$91.2K+$2.0K2026-10-26
Private Wealth Management Group, LLC
UNCHANGED1,7351,73500%$88.5K$90.6K+$2.0K2026-10-19
Activest Wealth Management
UNCHANGED1,6971,69700%$86.6K$88.6K+$2.0K2026-10-15
William Mack & Associates, Inc.
NEW1,241—+1,241——$64.8K—2026-10-27
Ashton Thomas Securities, LLC
NEW957—+957——$49.9K—2026-10-26
Hurley Capital, LLC
UNCHANGED82782700%$42.2K$43.2K+$9642026-11-05
Private Trust Co NA
DECREASED719725-6-1%$37.0K$37.5K+$5322026-10-20
US Bancorp \de\
INCREASED645597+48+8%$30.5K$33.7K+$3.2K2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED60060000%$26.7K$27.6K+$8882026-11-04
Proathlete Wealth Management LLC
INCREASED549269+280+104%$13.8K$28.7K+$14.9K2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED52252200%$26.6K$27.2K+$6082026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED49049000%$25.0K$25.6K+$5712026-10-15
TFC Financial Management, Inc.
UNCHANGED40640600%$20.7K$21.2K+$4732026-10-26
Latitude Advisors, LLC
NEW380—+380——$19.8K—2026-10-27
Polaris Financial Partners
NEW309—+309——$16—2026-10-02
Harbor Investment Advisory, LLC
NEW300—+300——$15.7K—2026-10-13
Cape Investment Advisory, Inc.
DECREASED265300-35-12%$15.3K$13.8K-$1.5K2026-10-13
Fortitude Family Office, LLC
INCREASED26348+215+448%$2.4K$13.7K+$11.3K2026-10-14
Capital Investment Advisory Services, LLC
NEW250—+250——$13.1K—2026-10-30
MB, Levis & Associates, LLC
UNCHANGED22822800%$11.6K$11.9K+$2662026-10-16
Signaturefd, LLC
UNCHANGED19819800%$10.1K$10.3K+$2302026-10-23
Rosenberg Matthew Hamilton
UNCHANGED17317300%$8.8K$9.0K+$2022026-10-05
Spire Wealth Management
UNCHANGED17217200%$8.8K$9.0K+$2012026-10-30
Mainstream Capital Management LLC
NEW142—+142——$7.4K—2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED14014000%$7.1K$7.3K+$1632026-10-07
Brown, Lisle Ings, Inc.
UNCHANGED13613600%$6.9K$7.1K+$1592026-10-16
Toth Financial Advisory Corp
UNCHANGED12612600%$6.4K$6.6K+$1462026-10-08
Buck Wealth Strategies, LLC
UNCHANGED11111100%$5.7K$5.8K+$1292026-10-28
Compass Financial Management LLC
NEW110—+110——$5.7K—2026-10-30
Larson Financial Group LLC
UNCHANGED11011000%$5.6K$5.7K+$1282026-11-05
Trust Co of Toledo NA
UNCHANGED818100%$4.1K$4.2K+$942026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW79—+79——$4.1K—2026-10-15
Lanark Financial, Inc.
DECREASED67119-52-44%$6.1K$3.5K-$2.6K2026-10-26
CX Institutional
INCREASED6648+18+38%$2$3+$12026-10-02
Covestor Ltd
DECREASED5962-3-5%$3$3$02026-10-30
Albion Financial Group
UNCHANGED565600%$2.9K$2.9K+$652026-10-21
Rossby Financial, LCC
UNCHANGED424200%$2.1K$2.2K+$492026-11-05
Nfsg Corp
UNCHANGED373700%$1.9K$1.9K+$432026-10-15
Barrett & Company, Inc.
UNCHANGED353500%$1.8K$1.8K+$412026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED343400%$1.7K$1.8K+$402026-10-23
Armstrong Advisory Group, Inc
NEW26—+26——$1.4K—2026-10-09
Main Street Group, LTD
DECREASED2530-5-17%$1.5K$1.3K-$2262026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED232300%$1.2K$1.2K+$282026-11-02
Golden State Wealth Management, LLC
UNCHANGED232300%$1.2K$1.2K+$262026-11-02
Bay Harbor Wealth Management, LLC
UNCHANGED212100%$1.1K$1.1K+$242026-11-03
Vima LLC
UNCHANGED151500%$765$783+$182026-10-23
Bochk Asset Management Ltd
CLOSED064,000-64,000-100%$3.3M$0-$3.3M2026-10-29
Allspring Global Investments Holdings, LLC
CLOSED033,269-33,269-100%$1.7M$0-$1.7M2026-11-04
TBH Global Asset Management, LLC
CLOSED013,969-13,969-100%$712.8K$0-$712.8K2026-11-03
Baker Tilly Wealth Management, LLC
CLOSED05,434-5,434-100%$277.3K$0-$277.3K2026-10-05
Investment Research & Advisory Group, Inc.
CLOSED0439-439-100%$22.4K$0-$22.4K2026-10-19
Cornerstone Planning Group LLC
CLOSED0175-175-100%$9.4K$0-$9.4K2026-10-16
Stone House Investment Management, LLC
CLOSED078-78-100%$4.0K$0-$4.0K2026-10-23
Mather Group, Llc.
CLOSED01-1-100%$26$0-$262026-10-14
BlackRock, Inc.
N/A—5,749,272-5,749,272-100%$293.4M———
Korea Investment Corp
N/A—3,267,940-3,267,940-100%$166.7M———
Goldman Sachs Group Inc
N/A—2,819,529-2,819,529-100%$143.9M———
Bank of America Corp
N/A—2,165,794-2,165,794-100%$110.5M———
Morgan Stanley
N/A—1,792,544-1,792,544-100%$91.5M———
Prudential PLC
N/A—1,595,100-1,595,100-100%$81.4M———
UBS Group AG
N/A—1,344,300-1,344,300-100%$68.6M———
D. E. Shaw & Co., Inc.
N/A—1,325,097-1,325,097-100%$67.6M———
Phoenix Financial Ltd.
N/A—1,281,520-1,281,520-100%$65.4M———
Old Mission Capital LLC
N/A—1,072,451-1,072,451-100%$54.7M———
Susquehanna International Group, LLP
N/A—999,904-999,904-100%$51.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—850,545-850,545-100%$43.3M———
Jordan Park Group LLC
N/A—701,861-701,861-100%$35.8M———
1832 Asset Management L.P.
N/A—695,692-695,692-100%$35.5M———
LPL Financial LLC
N/A—683,332-683,332-100%$34.9M———
Russell Investments Group, Ltd.
N/A—667,017-667,017-100%$34.0M———
Amundi
N/A—640,224-640,224-100%$32.7M———
Alberta Investment Management Corp
N/A—619,690-619,690-100%$31.6M———
Saudi Central Bank
N/A—600,000-600,000-100%$31.8M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—560,714-560,714-100%$28.6M———
Jupiter Topco LLC
N/A—520,204-520,204-100%$26.5M———
Syon Capital LLC
N/A—500,385-500,385-100%$25.5M———
Envestnet Asset Management Inc
N/A—488,288-488,288-100%$24.9M———
JPMorgan Chase & Co
N/A—472,490-472,490-100%$24.0M———
Northern Trust Corp
N/A—440,377-440,377-100%$22.5M———
Ameriprise Financial Inc
N/A—349,273-349,273-100%$17.8M———
Invesco Ltd.
N/A—325,122-325,122-100%$16.6M———
Royal Bank of Canada
N/A—301,765-301,765-100%$15.4M———
Federation des caisses Desjardins du Quebec
N/A—257,408-257,408-100%$13.1M———
Wellington Management Group LLP
N/A—253,329-253,329-100%$12.9M———
Erste Asset Management GmbH
N/A—201,539-201,539-100%$11.4M———
W1m Asset Management Ltd
N/A—191,409-191,409-100%$9.8M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—189,144-189,144-100%$9.7M———
Tidal Investments LLC
N/A—183,962-183,962-100%$9.4M———
Knollwood Investment Advisory, LLC
N/A—171,400-171,400-100%$8.7M———
BNP Paribas Financial Markets
N/A—170,460-170,460-100%$8.7M———
Wharton Business Group, LLC
N/A—166,865-166,865-100%$8.5M———
Partners Capital Investment Group, LLP
N/A—149,450-149,450-100%$7.6M———
Squarepoint Ops LLC
N/A—125,462-125,462-100%$6.4M———
Principal Securities, Inc.
N/A—123,683-123,683-100%$6.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—107,087-107,087-100%$5.5M———
Scotia Capital Inc.
N/A—103,864-103,864-100%$5.3M———
Manufacturers Life Insurance Company, the
N/A—101,161-101,161-100%$5.2M———
FIL Ltd
N/A—100,264-100,264-100%$5.1M———
Icici Prudential Asset Management Co Ltd
N/A—99,781-99,781-100%$5.1M———
Capital Fund Management S.A.
N/A—98,110-98,110-100%$5.0M———
Bessemer Group Inc
N/A—97,269-97,269-100%$4.9M———
SG Americas Securities, LLC
N/A—96,408-96,408-100%$4.9M———
Banco Santander, S.A.
N/A—82,480-82,480-100%$4.2M———
Barclays PLC
N/A—82,054-82,054-100%$4.2M———
Nomura Asset Management International Inc.
N/A—82,014-82,014-100%$4.2M———
Raymond James Financial Inc
N/A—77,862-77,862-100%$4.0M———
Osaic Holdings, Inc.
N/A—76,034-76,034-100%$3.9M———
Wealthfront Advisers LLC
N/A—73,942-73,942-100%$3.8M———
Stifel Financial Corp
N/A—62,137-62,137-100%$3.2M———
Allianz Asset Management GmbH
N/A—61,490-61,490-100%$3.1M———
Wells Fargo & Company
N/A—60,663-60,663-100%$3.1M———
Dimension Capital Management LLC
N/A—54,186-54,186-100%$2.8M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—53,959-53,959-100%$2.8M———
Sanctuary Advisors, LLC
N/A—50,909-50,909-100%$2.6M———
ExodusPoint Capital Management, LP
N/A—50,000-50,000-100%$2.6M———
Moneda S.A. Administradora General de Fondos
N/A—49,259-49,259-100%$2.5M———
SCS Capital Management LLC
N/A—48,872-48,872-100%$2.5M———
First Trust Advisors LP
N/A—47,602-47,602-100%$2.4M———
Bank of Nova Scotia
N/A—45,432-45,432-100%$2.3M———
HSBC Holdings PLC
N/A—44,791-44,791-100%$2.3M———
RBF Capital, LLC
N/A—40,000-40,000-100%$2.0M———
Quantitative Investment Management, LLC
N/A—38,474-38,474-100%$2.0M———
Geneos Wealth Management Inc.
N/A—36,333-36,333-100%$1.9M———
Ashford Capital Management Inc
N/A—35,934-35,934-100%$1.8M———
Vanguard National Trust Co
N/A—35,055-35,055-100%$1.8M———
Farley Capital L.P.
N/A—34,220-34,220-100%$1.7M———
Advisors Capital Management, LLC
N/A—33,745-33,745-100%$1.7M———
Richard W. Paul & Associates, LLC
N/A—32,870-32,870-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—30,835-30,835-100%$1.6M———
Quantinno Capital Management LP
N/A—30,277-30,277-100%$1.5M———
Legal & General Group Plc
N/A—29,750-29,750-100%$1.5M———
Nuveen, LLC
N/A—28,931-28,931-100%$1.5M———
Cetera Investment Advisers
N/A—28,545-28,545-100%$1.5M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—26,980-26,980-100%$1.4M———
Focus Partners Wealth
N/A—23,563-23,563-100%$1.2M———
New York State Common Retirement Fund
N/A—22,100-22,100-100%$1.1M———
Private Advisor Group, LLC
N/A—21,662-21,662-100%$1.1M———
Boothbay Fund Management, LLC
N/A—20,000-20,000-100%$1.0M———
Optiver Holding B.V.
N/A—19,497-19,497-100%$994.8K———
MML Investors Services, LLC
N/A—19,110-19,110-100%$975.1K———
Integrated Wealth Concepts LLC
N/A—19,070-19,070-100%$973.0K———
IEQ Capital, LLC
N/A—18,733-18,733-100%$955.9K———
Gotham Asset Management, LLC
N/A—18,409-18,409-100%$939.3K———
Mariner, LLC
N/A—16,497-16,497-100%$841.8K———
Envestnet Portfolio Solutions, Inc.
N/A—15,795-15,795-100%$805.9K———
Caprock Group, LLC
N/A—14,901-14,901-100%$760.4K———
Coppell Advisory Solutions LLC
N/A—14,776-14,776-100%$4.8K———
Elequin Capital, LP
N/A—14,146-14,146-100%$721.8K———
HighTower Advisors, LLC
N/A—13,284-13,284-100%$677.8K———
Rothschild Wealth LLC
N/A—13,084-13,084-100%$667.6K———
Allie Family Office LLC
N/A—12,843-12,843-100%$655.3K———
Vestmark Advisory Solutions, Inc.
N/A—12,320-12,320-100%$628.6K———
Twin Focus Capital Partners, LLC
N/A—11,820-11,820-100%$603.1K———
FMR LLC
N/A—11,487-11,487-100%$586.1K———
Oversea-Chinese Banking Corp Ltd
N/A—10,877-10,877-100%$555.0K———
Millennium Management LLC
N/A—9,687-9,687-100%$494.3K———
Intellectus Partners, LLC
N/A—9,600-9,600-100%$489.8K———
Glenmede Trust Co NA
N/A—9,533-9,533-100%$486.4K———
PNC Financial Services Group, Inc.
N/A—9,292-9,292-100%$474.1K———
Itau Unibanco Holding S.A.
N/A—9,200-9,200-100%$469.4K———
IHT Wealth Management, LLC
N/A—8,684-8,684-100%$443.1K———
Rockefeller Capital Management L.P.
N/A—8,571-8,571-100%$437.3K———
Essex Financial Services, Inc.
N/A—8,466-8,466-100%$432.0K———
Mercer Global Advisors Inc
N/A—8,338-8,338-100%$425.5K———
Jones Financial Companies Lllp
N/A—8,331-8,331-100%$420.6K———
Meeder Asset Management Inc
N/A—8,062-8,062-100%$411.4K———
Beacon Pointe Advisors, LLC
N/A—6,876-6,876-100%$350.8K———
Steward Partners Investment Advisory, LLC
N/A—6,490-6,490-100%$331.2K———
Snowden Capital Advisors LLC
N/A—6,290-6,290-100%$320.9K———
PFG Investments, LLC
N/A—6,071-6,071-100%$309.8K———
Deutsche Bank Ag\
N/A—5,824-5,824-100%$297.2K———
UBS Asset Management Americas LLC
N/A—5,603-5,603-100%$285.9K———
Intercapital, LLC
N/A—5,473-5,473-100%$279.3K———
Mmbg Investment Advisors Co.
N/A—5,350-5,350-100%$273.0K———
SOA Wealth Advisors, Llc.
N/A—5,345-5,345-100%$5.3K———
Natixis
N/A—5,145-5,145-100%$262.5K———
Osborne Partners Capital Management, LLC
N/A—4,990-4,990-100%$254.6K———
USA Financial Formulas
N/A—4,933-4,933-100%$251.7K———
IQ EQ Fund Management (Ireland) Ltd
N/A—4,556-4,556-100%$232.5K———
Empowered Funds, LLC
N/A—4,210-4,210-100%$214.8K———
Fort Sheridan Advisors LLC
N/A—4,197-4,197-100%$214.2K———
Cerity Partners LLC
N/A—4,022-4,022-100%$205.2K———
Harbour Investments, Inc.
N/A—3,800-3,800-100%$193.9K———
Tiaa Trust, National Association
N/A—3,661-3,661-100%$186.8K———
Franklin Resources Inc
N/A—3,037-3,037-100%$155.0K———
Cardiff Park Advisors, LLC
N/A—2,749-2,749-100%$140.3K———
Castlekeep Investment Advisors LLC
N/A—2,591-2,591-100%$132.2K———
Bank of Montreal
N/A—2,496-2,496-100%$127.4K———
Global Retirement Partners, LLC
N/A—1,902-1,902-100%$97.1K———
Measured Wealth Private Client Group, LLC
N/A—1,887-1,887-100%$96.3K———
Ramirez Asset Management, Inc.
N/A—1,700-1,700-100%$86.7K———
LOM Asset Management Ltd
N/A—1,620-1,620-100%$82.7K———
Waverly Advisors, LLC
N/A—1,503-1,503-100%$76.7K———
IFG Advisory, LLC
N/A—1,502-1,502-100%$76.6K———
Institute for Wealth Management, Llc.
N/A—1,428-1,428-100%$72.8K———
Banque Cantonale Vaudoise
N/A—1,184-1,184-100%$61.0K———
AE Wealth Management LLC
N/A—1,141-1,141-100%$58.2K———
Edmond de Rothschild Holding S.A.
N/A—970-970-100%$49.5K———
Dunhill Financial, LLC
N/A—732-732-100%$37.4K———
Aventura Private Wealth, LLC
N/A—662-662-100%$33.8K———
Zions Bancorporation, National Association
N/A—650-650-100%$33.2K———
Whittier Trust Co
N/A—610-610-100%$31.7K———
Allworth Financial LP
N/A—546-546-100%$27.9K———
JPL Wealth Management, LLC
N/A—528-528-100%$26.9K———
Bogart Wealth, LLC
N/A—500-500-100%$25.5K———
EFG International AG
N/A—400-400-100%$20.4K———
Financial Life Planners
N/A—395-395-100%$20.2K———
Sankala Group LLC
N/A—375-375-100%$20.6K———
Integrity Financial Corp
N/A—272-272-100%$13.9K———
O'shaughnessy Asset Management, LLC
N/A—261-261-100%$13.3K———
Darwin Wealth Management, LLC
N/A—234-234-100%$12.0K———
Manning & Napier Advisors LLC
N/A—207-207-100%$10.6K———
Fourth Dimension Wealth, LLC
N/A—164-164-100%$8.4K———
Continuum Advisory, LLC
N/A—164-164-100%$8.4K———
Synergy Investment Management, LLC
N/A—103-103-100%$5.3K———
Allianz SE
N/A—102-102-100%$5.2K———
Atlas Capital Advisors Inc.
N/A—97-97-100%$4.9K———
Tidemark, LLC
N/A—96-96-100%$4.9K———
Coston, McIsaac & Partners
N/A—96-96-100%$4———
NewEdge Advisors, LLC
N/A—37-37-100%$1.9K———
BFC Planning, Inc.
N/A—31-31-100%$1.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—31-31-100%$1.6K———
Blair William & Co
N/A—18-18-100%$910———
WealthShield Partners, LLC
N/A—17-17-100%$867———
CVA Family Office, LLC
N/A—10-10-100%$510———
Quent Capital, LLC
N/A—5-5-100%$255———
Aptus Capital Advisors, LLC
N/A—5-5-100%$255———
Huntington National Bank
N/A—1-1-100%$51———
Strategic Wealth Partners, Ltd.
N/A—00—$5———
Showing 308 of 308 institutions