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Ishares Msci Global Metals & (PICK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares2,855,256 from 2,938,489
Change-83,233 (-3%)
Value$171.2M (+$328.0K)
Filed 2026-11-06
Municipal Employees' Retirement System of Michigan
INCREASED
Shares2,099,536 from 1,767,862
Change+331,674 (+19%)
Value$125.9M (+$23.1M)
Filed 2026-11-06
New Harbor Financial Group, LLC
DECREASED
Shares486,143 from 586,820
Change-100,677 (-17%)
Value$29.1M (-$5.0M)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares363,424 from 364,653
Change-1,229 (0%)
Value$21.8M (+$599.1K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares346,902 from 324,340
Change+22,562 (+7%)
Value$20.8M (+$1.9M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares328,195 from 299,868
Change+28,327 (+9%)
Value$19.7M (+$2.2M)
Filed 2026-11-02
Hengehold Capital Management LLC
INCREASED
Shares186,155 from 181,034
Change+5,121 (+3%)
Value$11.2M (+$634.7K)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares167,739 from 118,144
Change+49,595 (+42%)
Value$10.1M (+$3.2M)
Filed 2026-10-20
Ackerman Capital Advisors, LLC
INCREASED
Shares164,688 from 164,244
Change+444 (+0%)
Value$9.9M (+$323.9K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares149,997 from 182,823
Change-32,826 (-18%)
Value$9.0M (-$1.6M)
Filed 2026-10-13
Confluence Investment Management LLC
DECREASED
Shares148,265 from 152,199
Change-3,934 (-3%)
Value$8.9M (+$39.6K)
Filed 2026-10-01
Almanack Investment Partners, Llc.
INCREASED
Shares138,595 from 134,970
Change+3,625 (+3%)
Value$8.3M (+$461.7K)
Filed 2026-11-03
Tepp RIA, LLC
INCREASED
Shares98,818 from 90,275
Change+8,543 (+9%)
Value$5.9M (+$675.6K)
Filed 2026-10-14
Barry Investment Advisors, LLC
DECREASED
Shares90,775 from 92,743
Change-1,968 (-2%)
Value$5.4M (+$49.9K)
Filed 2026-10-14
Refined Wealth Management
INCREASED
Shares80,949 from 79,141
Change+1,808 (+2%)
Value$4.9M (+$251.6K)
Filed 2026-10-13
Banque Pictet & CIE SA
NEW
Shares78,785
Change+78,785
Value$4.7M
Filed 2026-10-16
Allied Investment Advisors, LLC
INCREASED
Shares70,214 from 70,114
Change+100 (+0%)
Value$4.2M (+$132.9K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares60,688 from 81,242
Change-20,554 (-25%)
Value$3.6M (-$1.1M)
Filed 2026-10-08
Consolidated Investment Group LLC
INCREASED
Shares58,100 from 54,600
Change+3,500 (+6%)
Value$3.5M (+$308.7K)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares54,700 from 8,200
Change+46,500 (+567%)
Value$3.3K (-$473.7K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
INCREASED
Shares51,353 from 51,110
Change+243 (+0%)
Value$3.1M (+$107.1K)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares43,537 from 40,537
Change+3,000 (+7%)
Value$2.6M (+$253.3K)
Filed 2026-11-05
Vontobel Holding Ltd.
UNCHANGED
Shares36,800 from 36,800
Change0 (0%)
Value$2.2M (+$63.3K)
Filed 2026-10-16
WMS Group LLC
DECREASED
Shares35,464 from 36,053
Change-589 (-2%)
Value$2.1M (+$29.9K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares35,249 from 30,763
Change+4,486 (+15%)
Value$2.1M (+$324.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares34,372 from 33,620
Change+752 (+2%)
Value$2.1M (+$105.9K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares30,251 from 4,119
Change+26,132 (+634%)
Value$1.8M (+$1.6M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares26,453 from 24,059
Change+2,394 (+10%)
Value$1.6M (+$187.1K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares26,101 from 50,333
Change-24,232 (-48%)
Value$1.6M (-$1.4M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares22,426 from 20,814
Change+1,612 (+8%)
Value$1.3M (+$134.3K)
Filed 2026-11-02
WT Wealth Management
INCREASED
Shares21,191 from 19,998
Change+1,193 (+6%)
Value$1.3M (+$107.7K)
Filed 2026-10-13
Wespac Advisors SoCal, LLC
INCREASED
Shares20,168 from 19,738
Change+430 (+2%)
Value$1.2M (+$61.5K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares19,452 from 15,160
Change+4,292 (+28%)
Value$1.2M (+$284.8K)
Filed 2026-10-22
Miller Global Investments, LLC
DECREASED
Shares17,758 from 17,936
Change-178 (-1%)
Value$1.1M (+$21.8K)
Filed 2026-10-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares16,988 from 16,914
Change+74 (+0%)
Value$1.0M (+$35.1K)
Filed 2026-10-28
Daiwa Securities Group Inc.
INCREASED
Shares15,700 from 13,100
Change+2,600 (+20%)
Value$941.4K (+$179.6K)
Filed 2026-10-29
Advisor Resource Council
DECREASED
Shares15,570 from 16,497
Change-927 (-6%)
Value$953.5K (-$13.1K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares15,505 from 17,311
Change-1,806 (-10%)
Value$929.7K (-$77.0K)
Filed 2026-11-05
Whalen Wealth Management Inc.
NEW
Shares15,054
Change+15,054
Value$902.6K
Filed 2026-10-08
Synergy Asset Management, LLC
DECREASED
Shares14,734 from 16,394
Change-1,660 (-10%)
Value$883.5K (-$69.9K)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares14,500 from 22,730
Change-8,230 (-36%)
Value$869.4K (-$452.3K)
Filed 2026-11-06
BFI Infinity Ltd.
UNCHANGED
Shares14,250 from 14,250
Change0 (0%)
Value$854.4K (+$25.8K)
Filed 2026-10-16
Bahl & Gaynor LLC
DECREASED
Shares13,825 from 13,909
Change-84 (-1%)
Value$828.9K (+$20.1K)
Filed 2026-11-05
Rose Capital Advisors LLC
NEW
Shares13,460
Change+13,460
Value$807.1K
Filed 2026-11-04
Pictet Bank & Trust Ltd
NEW
Shares12,333
Change+12,333
Value$739.5K
Filed 2026-10-21
Abbington Investment Group
UNCHANGED
Shares12,311 from 12,311
Change0 (0%)
Value$738.1K (+$22.3K)
Filed 2026-11-03
Argyle Capital Partners, LLC
INCREASED
Shares12,081 from 9,628
Change+2,453 (+25%)
Value$724.4K (+$164.5K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$679.6K ($0)
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares11,250 from 10,071
Change+1,179 (+12%)
Value$674.6K (+$88.9K)
Filed 2026-11-04
Corecam Pte. Ltd.
DECREASED
Shares9,460 from 10,460
Change-1,000 (-10%)
Value$566.4K (-$41.9K)
Filed 2026-10-23
JBGlobal.com LLC
UNCHANGED
Shares9,193 from 9,193
Change0 (0%)
Value$551.2K (+$16.6K)
Filed 2026-10-13
Everett Harris & Co
INCREASED
Shares8,877 from 7,377
Change+1,500 (+20%)
Value$532.3K (+$103.3K)
Filed 2026-10-28
VestGen Advisors, LLC
UNCHANGED
Shares8,526 from 8,526
Change0 (0%)
Value$511.2K (+$15.4K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,525 from 9,917
Change-1,392 (-14%)
Value$511 (-$576.5K)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares8,435 from 12,975
Change-4,540 (-35%)
Value$506.0K (-$248.6K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares8,214 from 8,057
Change+157 (+2%)
Value$492.5K (+$24.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,943 from 7,589
Change+354 (+5%)
Value$470.8K (+$35.8K)
Filed 2026-10-13
Meitav Investment House LTD
UNCHANGED
Shares7,692 from 7,692
Change0 (0%)
Value$461.2K (+$13.9K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares7,595 from 6,725
Change+870 (+13%)
Value$455.4K (+$64.4K)
Filed 2026-11-03
Apollon Wealth Management, LLC
NEW
Shares6,800
Change+6,800
Value$407.7K
Filed 2026-10-23
Ted Buchan & Co
DECREASED
Shares6,680 from 6,958
Change-278 (-4%)
Value$400.5K (-$4.1K)
Filed 2026-10-23
United Advisor Group, LLC
NEW
Shares6,515
Change+6,515
Value$390.6K
Filed 2026-11-03
Saxon Interests, Inc.
DECREASED
Shares5,990 from 11,758
Change-5,768 (-49%)
Value$359.1K (-$324.6K)
Filed 2026-10-26
Imc-Chicago, LLC
DECREASED
Shares5,784 from 8,695
Change-2,911 (-33%)
Value$346.8K (-$158.8K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares5,347 from 5,347
Change0 (0%)
Value$320.3K (+$10.8K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares5,340 from 5,620
Change-280 (-5%)
Value$320.2K (-$6.6K)
Filed 2026-11-06
Bank Pictet & Cie (Europe) AG
NEW
Shares5,333
Change+5,333
Value$319.8K
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares5,250 from 5,200
Change+50 (+1%)
Value$314.8K (+$12.4K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares4,810 from 7,050
Change-2,240 (-32%)
Value$285.5K (-$118.4K)
Filed 2026-11-02
Wealth Management Partners, LLC
NEW
Shares4,752
Change+4,752
Value$284.9K
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares4,660 from 4,472
Change+188 (+4%)
Value$279.4K (+$19.4K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares4,520 from 24,712
Change-20,192 (-82%)
Value$271.0K (-$1.2M)
Filed 2026-10-26
Colonial River Investments, LLC
DECREASED
Shares4,503 from 4,518
Change-15 (0%)
Value$270.0K (+$7.3K)
Filed 2026-10-19
Belvedere Trading LLC
INCREASED
Shares4,392 from 3,900
Change+492 (+13%)
Value$263.3K (+$36.6K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$253.3K (+$7.6K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares4,158 from 4,204
Change-46 (-1%)
Value$249.3K (+$4.9K)
Filed 2026-11-05
Winthrop Advisory Group LLC
INCREASED
Shares3,841 from 3,771
Change+70 (+2%)
Value$230.3K (+$11.0K)
Filed 2026-10-22
Savant Capital, LLC
NEW
Shares3,833
Change+3,833
Value$229.8K
Filed 2026-11-06
Solstein Capital, LLC
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$229.6K (+$6.9K)
Filed 2026-11-02
4Wealth Advisors, Inc.
NEW
Shares3,542
Change+3,542
Value$212.3K
Filed 2026-10-13
Lionshead Wealth Management, LLC
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$209.6K (+$6.3K)
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares3,460 from 4,337
Change-877 (-20%)
Value$207.5K (-$44.7K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares2,501 from 2,601
Change-100 (-4%)
Value$150.0K (-$1.3K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares2,337 from 337
Change+2,000 (+593%)
Value$140.1K (+$120.5K)
Filed 2026-11-04
Montag A & Associates Inc
INCREASED
Shares2,266 from 1,944
Change+322 (+17%)
Value$135.9K (+$22.8K)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares2,184 from 1,834
Change+350 (+19%)
Value$131.0K (+$24.3K)
Filed 2026-11-03
United Financial Planning Group LLC
DECREASED
Shares2,111 from 2,162
Change-51 (-2%)
Value$126.6K (+$855)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares1,863 from 1,446
Change+417 (+29%)
Value$108.3K (+$24.3K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares1,367 from 915
Change+452 (+49%)
Value$82.0K (+$28.7K)
Filed 2026-10-08
TrinityBridge Ltd
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$63 (-$60.9K)
Filed 2026-10-30
Dara Capital US, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$59.9K (+$2.1K)
Filed 2026-10-29
City State Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$48.0K (+$1.4K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares672 from 492
Change+180 (+37%)
Value$39.9K (+$11.3K)
Filed 2026-10-16
Bokf, NA
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$35.9K (+$1.1K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$34.4K (+$1.0K)
Filed 2026-11-03
Clearstead Trust, LLC
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$32.9K (+$992)
Filed 2026-11-06
Blue Trust, Inc.
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$30.8K (+$928)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$30.2K (+$911)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.0K (+$905)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$29.4K (+$888)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares412
Change+412
Value$24.7K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares371
Change+371
Value$22.2K
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares251 from 318
Change-67 (-21%)
Value$15.1K (-$3.4K)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$13.5K (+$407)
Filed 2026-10-19
Clayton Financial Group LLC
NEW
Shares200
Change+200
Value$12.0K
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$11.7K (+$352)
Filed 2026-10-02
Clearstead Advisors, LLC
DECREASED
Shares170 from 1,457
Change-1,287 (-88%)
Value$10.2K (-$74.5K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$10.1K (+$304)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$9.7K (+$292)
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$9.3K (+$280)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$8.1K (+$244)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$6.4K (+$191)
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares89
Change+89
Value$5.4K
Filed 2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$5.2K (+$157)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares69
Change+69
Value$4.1K
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares52 from 139
Change-87 (-63%)
Value$3.1K (-$5.0K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.0K (+$90)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares49 from 1
Change+48 (+4800%)
Value$2.9K (+$2.9K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.9K (+$89)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.8K (+$85)
Filed 2026-10-16
Center for Financial Planning, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.6K (+$79)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares27
Change+27
Value$1.6K
Filed 2026-10-09
Bear Mountain Capital, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$955 (-$3)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$780 (+$24)
Filed 2026-11-03
GFS Advisors, LLC
CLOSED
Shares0 from 146,915
Change-146,915 (-100%)
Value$0 (-$125.1K)
Filed 2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
CLOSED
Shares0 from 11,807
Change-11,807 (-100%)
Value$0 (-$686.6K)
Filed 2026-10-22
Leuthold Group, LLC
CLOSED
Shares0 from 11,787
Change-11,787 (-100%)
Value$0 (-$685.4K)
Filed 2026-11-04
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 9,967
Change-9,967 (-100%)
Value$0 (-$579.6K)
Filed 2026-11-06
Jefferies Financial Group Inc.
CLOSED
Shares0 from 9,313
Change-9,313 (-100%)
Value$0 (-$541.6K)
Filed 2026-11-05
Vestor Capital, LLC
CLOSED
Shares0 from 4,988
Change-4,988 (-100%)
Value$0 (-$449)
Filed 2026-11-04
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 3,659
Change-3,659 (-100%)
Value$0 (-$212.8K)
Filed 2026-11-05
Prospera Financial Services Inc
CLOSED
Shares0 from 3,579
Change-3,579 (-100%)
Value$0 (-$208.1K)
Filed 2026-11-04
Creative Financial Designs Inc
CLOSED
Shares0 from 1,215
Change-1,215 (-100%)
Value$0 (-$70.7K)
Filed 2026-11-04
Atlatl Advisers LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-15
Russell Investments Group, Ltd.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Schroder Investment Management Group
N/A
Shares— from 3,636,013
Change-3,636,013 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,783,301
Change-1,783,301 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 506,542
Change-506,542 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 490,937
Change-490,937 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 473,523
Change-473,523 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 444,722
Change-444,722 (-100%)
Value—
UBS Group AG
N/A
Shares— from 443,180
Change-443,180 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 418,765
Change-418,765 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 374,357
Change-374,357 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 359,876
Change-359,876 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 326,845
Change-326,845 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 293,118
Change-293,118 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 246,919
Change-246,919 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 235,639
Change-235,639 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 223,530
Change-223,530 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 194,189
Change-194,189 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 187,698
Change-187,698 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 168,833
Change-168,833 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 157,101
Change-157,101 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 150,347
Change-150,347 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 146,346
Change-146,346 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 136,900
Change-136,900 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 136,889
Change-136,889 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 136,050
Change-136,050 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 129,818
Change-129,818 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 128,362
Change-128,362 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 127,586
Change-127,586 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 124,984
Change-124,984 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 123,859
Change-123,859 (-100%)
Value—
First Trust Bank, Ltd.
N/A
Shares— from 122,546
Change-122,546 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 106,799
Change-106,799 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 89,700
Change-89,700 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 86,342
Change-86,342 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 84,797
Change-84,797 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 75,026
Change-75,026 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 71,785
Change-71,785 (-100%)
Value—
TLS Advisors LLC
N/A
Shares— from 68,615
Change-68,615 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 66,524
Change-66,524 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 61,656
Change-61,656 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 36,662
Change-36,662 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 32,600
Change-32,600 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 32,564
Change-32,564 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,619
Change-31,619 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 29,658
Change-29,658 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 28,381
Change-28,381 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,127
Change-26,127 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,382
Change-24,382 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 24,203
Change-24,203 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,990
Change-23,990 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 23,014
Change-23,014 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,711
Change-21,711 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 19,623
Change-19,623 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,413
Change-19,413 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 19,366
Change-19,366 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 19,179
Change-19,179 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 18,244
Change-18,244 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 15,523
Change-15,523 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,305
Change-15,305 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,089
Change-14,089 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 13,605
Change-13,605 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 12,778
Change-12,778 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11,883
Change-11,883 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,875
Change-10,875 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,412
Change-10,412 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 9,941
Change-9,941 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,173
Change-9,173 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Allstate Corp
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,511
Change-7,511 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 7,333
Change-7,333 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,118
Change-7,118 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 806
Change-806 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 430
Change-430 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 360
Change-360 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Motco
N/A
Shares— from 200
Change-200 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 187
Change-187 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 179
Change-179 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 106
Change-106 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 82
Change-82 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 55
Change-55 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 26
Change-26 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED2,855,2562,938,489-83,233-3%$170.9M$171.2M+$328.0K2026-11-06
Municipal Employees' Retirement System of Michigan
INCREASED2,099,5361,767,862+331,674+19%$102.8M$125.9M+$23.1M2026-11-06
New Harbor Financial Group, LLC
DECREASED486,143586,820-100,677-17%$34.1M$29.1M-$5.0M2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED363,424364,653-1,2290%$21.2M$21.8M+$599.1K2026-10-29
LPL Financial LLC
INCREASED346,902324,340+22,562+7%$18.9M$20.8M+$1.9M2026-11-06
Kestra Advisory Services, LLC
INCREASED328,195299,868+28,327+9%$17.4M$19.7M+$2.2M2026-11-02
Hengehold Capital Management LLC
INCREASED186,155181,034+5,121+3%$10.5M$11.2M+$634.7K2026-10-16
Trilogy Capital Inc.
INCREASED167,739118,144+49,595+42%$6.9M$10.1M+$3.2M2026-10-20
Ackerman Capital Advisors, LLC
INCREASED164,688164,244+444+0%$9.6M$9.9M+$323.9K2026-10-30
Equitable Trust Co
DECREASED149,997182,823-32,826-18%$10.6M$9.0M-$1.6M2026-10-13
Confluence Investment Management LLC
DECREASED148,265152,199-3,934-3%$8.9M$8.9M+$39.6K2026-10-01
Almanack Investment Partners, Llc.
INCREASED138,595134,970+3,625+3%$7.8M$8.3M+$461.7K2026-11-03
Tepp RIA, LLC
INCREASED98,81890,275+8,543+9%$5.2M$5.9M+$675.6K2026-10-14
Barry Investment Advisors, LLC
DECREASED90,77592,743-1,968-2%$5.4M$5.4M+$49.9K2026-10-14
Refined Wealth Management
INCREASED80,94979,141+1,808+2%$4.6M$4.9M+$251.6K2026-10-13
Banque Pictet & CIE SA
NEW78,785—+78,785——$4.7M—2026-10-16
Allied Investment Advisors, LLC
INCREASED70,21470,114+100+0%$4.1M$4.2M+$132.9K2026-10-13
CoreCap Advisors, LLC
DECREASED60,68881,242-20,554-25%$4.7M$3.6M-$1.1M2026-10-08
Consolidated Investment Group LLC
INCREASED58,10054,600+3,500+6%$3.2M$3.5M+$308.7K2026-11-04
KBC Group NV
INCREASED54,7008,200+46,500+567%$477.0K$3.3K-$473.7K2026-10-22
Clear Harbor Asset Management, LLC
INCREASED51,35351,110+243+0%$3.0M$3.1M+$107.1K2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED43,53740,537+3,000+7%$2.4M$2.6M+$253.3K2026-11-05
Vontobel Holding Ltd.
UNCHANGED36,80036,80000%$2.1M$2.2M+$63.3K2026-10-16
WMS Group LLC
DECREASED35,46436,053-589-2%$2.1M$2.1M+$29.9K2026-11-06
RFG Advisory, LLC
INCREASED35,24930,763+4,486+15%$1.8M$2.1M+$324.7K2026-11-03
Commonwealth Equity Services, LLC
INCREASED34,37233,620+752+2%$2.0M$2.1M+$105.9K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED30,2514,119+26,132+634%$239.5K$1.8M+$1.6M2026-10-21
Truist Financial Corp
INCREASED26,45324,059+2,394+10%$1.4M$1.6M+$187.1K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED26,10150,333-24,232-48%$2.9M$1.6M-$1.4M2026-10-16
Creative Planning
INCREASED22,42620,814+1,612+8%$1.2M$1.3M+$134.3K2026-11-02
WT Wealth Management
INCREASED21,19119,998+1,193+6%$1.2M$1.3M+$107.7K2026-10-13
Wespac Advisors SoCal, LLC
INCREASED20,16819,738+430+2%$1.1M$1.2M+$61.5K2026-10-13
Brookstone Capital Management
INCREASED19,45215,160+4,292+28%$881.6K$1.2M+$284.8K2026-10-22
Miller Global Investments, LLC
DECREASED17,75817,936-178-1%$1.0M$1.1M+$21.8K2026-10-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED16,98816,914+74+0%$983.5K$1.0M+$35.1K2026-10-28
Daiwa Securities Group Inc.
INCREASED15,70013,100+2,600+20%$761.8K$941.4K+$179.6K2026-10-29
Advisor Resource Council
DECREASED15,57016,497-927-6%$966.6K$953.5K-$13.1K2026-11-05
Compound Planning, Inc.
DECREASED15,50517,311-1,806-10%$1.0M$929.7K-$77.0K2026-11-05
Whalen Wealth Management Inc.
NEW15,054—+15,054——$902.6K—2026-10-08
Synergy Asset Management, LLC
DECREASED14,73416,394-1,660-10%$953.3K$883.5K-$69.9K2026-11-05
Barclays PLC
DECREASED14,50022,730-8,230-36%$1.3M$869.4K-$452.3K2026-11-06
BFI Infinity Ltd.
UNCHANGED14,25014,25000%$828.6K$854.4K+$25.8K2026-10-16
Bahl & Gaynor LLC
DECREASED13,82513,909-84-1%$808.8K$828.9K+$20.1K2026-11-05
Rose Capital Advisors LLC
NEW13,460—+13,460——$807.1K—2026-11-04
Pictet Bank & Trust Ltd
NEW12,333—+12,333——$739.5K—2026-10-21
Abbington Investment Group
UNCHANGED12,31112,31100%$715.9K$738.1K+$22.3K2026-11-03
Argyle Capital Partners, LLC
INCREASED12,0819,628+2,453+25%$559.9K$724.4K+$164.5K2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED12,00012,00000%$679.6K$679.6K$02026-10-26
Visionary Wealth Advisors
INCREASED11,25010,071+1,179+12%$585.6K$674.6K+$88.9K2026-11-04
Corecam Pte. Ltd.
DECREASED9,46010,460-1,000-10%$608.2K$566.4K-$41.9K2026-10-23
JBGlobal.com LLC
UNCHANGED9,1939,19300%$534.6K$551.2K+$16.6K2026-10-13
Everett Harris & Co
INCREASED8,8777,377+1,500+20%$429.0K$532.3K+$103.3K2026-10-28
VestGen Advisors, LLC
UNCHANGED8,5268,52600%$495.8K$511.2K+$15.4K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED8,5259,917-1,392-14%$577.0K$511-$576.5K2026-11-02
AGF Management LTD
DECREASED8,43512,975-4,540-35%$754.6K$506.0K-$248.6K2026-11-03
Endowment Wealth Management, Inc.
INCREASED8,2148,057+157+2%$468.5K$492.5K+$24.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED7,9437,589+354+5%$435.0K$470.8K+$35.8K2026-10-13
Meitav Investment House LTD
UNCHANGED7,6927,69200%$447.3K$461.2K+$13.9K2026-10-28
HUB Investment Partners, LLC
INCREASED7,5956,725+870+13%$391.1K$455.4K+$64.4K2026-11-03
Apollon Wealth Management, LLC
NEW6,800—+6,800——$407.7K—2026-10-23
Ted Buchan & Co
DECREASED6,6806,958-278-4%$404.6K$400.5K-$4.1K2026-10-23
United Advisor Group, LLC
NEW6,515—+6,515——$390.6K—2026-11-03
Saxon Interests, Inc.
DECREASED5,99011,758-5,768-49%$683.7K$359.1K-$324.6K2026-10-26
Imc-Chicago, LLC
DECREASED5,7848,695-2,911-33%$505.6K$346.8K-$158.8K2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED5,3475,34700%$309.5K$320.3K+$10.8K2026-11-04
PNC Financial Services Group, Inc.
DECREASED5,3405,620-280-5%$326.8K$320.2K-$6.6K2026-11-06
Bank Pictet & Cie (Europe) AG
NEW5,333—+5,333——$319.8K—2026-10-20
Bank of New York Mellon Corp
INCREASED5,2505,200+50+1%$302.4K$314.8K+$12.4K2026-11-05
International Assets Investment Management, LLC
DECREASED4,8107,050-2,240-32%$403.9K$285.5K-$118.4K2026-11-02
Wealth Management Partners, LLC
NEW4,752—+4,752——$284.9K—2026-10-21
Indivisible Partners
INCREASED4,6604,472+188+4%$260.0K$279.4K+$19.4K2026-10-26
Vermillion Wealth Management, Inc.
DECREASED4,52024,712-20,192-82%$1.4M$271.0K-$1.2M2026-10-26
Colonial River Investments, LLC
DECREASED4,5034,518-150%$262.7K$270.0K+$7.3K2026-10-19
Belvedere Trading LLC
INCREASED4,3923,900+492+13%$226.8K$263.3K+$36.6K2026-11-05
Werba Rubin Papier Wealth Management
UNCHANGED4,2254,22500%$245.7K$253.3K+$7.6K2026-11-06
Fifth Third Bancorp
DECREASED4,1584,204-46-1%$244.5K$249.3K+$4.9K2026-11-05
Winthrop Advisory Group LLC
INCREASED3,8413,771+70+2%$219.3K$230.3K+$11.0K2026-10-22
Savant Capital, LLC
NEW3,833—+3,833——$229.8K—2026-11-06
Solstein Capital, LLC
UNCHANGED3,8293,82900%$222.7K$229.6K+$6.9K2026-11-02
4Wealth Advisors, Inc.
NEW3,542—+3,542——$212.3K—2026-10-13
Lionshead Wealth Management, LLC
UNCHANGED3,4963,49600%$203.3K$209.6K+$6.3K2026-10-21
LVW Advisors, LLC
DECREASED3,4604,337-877-20%$252.2K$207.5K-$44.7K2026-10-19
US Bancorp \de\
DECREASED2,5012,601-100-4%$151.3K$150.0K-$1.3K2026-11-05
Simplex Trading, LLC
INCREASED2,337337+2,000+593%$19.6K$140.1K+$120.5K2026-11-04
Montag A & Associates Inc
INCREASED2,2661,944+322+17%$113.0K$135.9K+$22.8K2026-10-29
Parallel Advisors, LLC
INCREASED2,1841,834+350+19%$106.6K$131.0K+$24.3K2026-11-03
United Financial Planning Group LLC
DECREASED2,1112,162-51-2%$125.7K$126.6K+$8552026-11-04
Allworth Financial LP
INCREASED1,8631,446+417+29%$84.1K$108.3K+$24.3K2026-11-06
Farther Finance Advisors, LLC
INCREASED1,367915+452+49%$53.2K$82.0K+$28.7K2026-10-08
TrinityBridge Ltd
UNCHANGED1,0551,05500%$61.0K$63-$60.9K2026-10-30
Dara Capital US, Inc.
UNCHANGED1,0001,00000%$57.8K$59.9K+$2.1K2026-10-29
City State Bank
UNCHANGED80080000%$46.5K$48.0K+$1.4K2026-10-20
TD Waterhouse Canada Inc.
INCREASED672492+180+37%$28.6K$39.9K+$11.3K2026-10-16
Bokf, NA
UNCHANGED59859800%$34.8K$35.9K+$1.1K2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED57357300%$33.3K$34.4K+$1.0K2026-11-03
Clearstead Trust, LLC
UNCHANGED54854800%$31.9K$32.9K+$9922026-11-06
Blue Trust, Inc.
UNCHANGED51351300%$29.8K$30.8K+$9282026-10-15
LFA - Lugano Financial Advisors SA
UNCHANGED50350300%$29.2K$30.2K+$9112026-11-03
IFP Advisors, Inc
UNCHANGED50050000%$29.1K$30.0K+$9052026-10-16
Larson Financial Group LLC
UNCHANGED49149100%$28.5K$29.4K+$8882026-11-05
Root Financial Partners, LLC
NEW412—+412——$24.7K—2026-10-21
Latitude Advisors, LLC
NEW371—+371——$22.2K—2026-10-27
Assetmark, Inc
DECREASED251318-67-21%$18.5K$15.1K-$3.4K2026-10-21
Ares Financial Consulting, LLC
UNCHANGED22522500%$13.1K$13.5K+$4072026-10-19
Clayton Financial Group LLC
NEW200—+200——$12.0K—2026-10-13
Versant Capital Management, Inc
UNCHANGED19519500%$11.3K$11.7K+$3522026-10-02
Clearstead Advisors, LLC
DECREASED1701,457-1,287-88%$84.7K$10.2K-$74.5K2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED16816800%$9.8K$10.1K+$3042026-10-23
Downshift Financial, LLC
UNCHANGED16116100%$9.4K$9.7K+$2922026-10-13
Valley National Advisers Inc
UNCHANGED15515500%$9.0K$9.3K+$2802026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED13513500%$7.9K$8.1K+$2442026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED10610600%$6.2K$6.4K+$1912026-10-27
Next Level Wealth Planning, LLC
NEW89—+89——$5.4K—2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED878700%$5.0K$5.2K+$1572026-10-13
Balance Wealth Partners LLC
NEW69—+69——$4.1K—2026-10-27
Private Trust Co NA
DECREASED52139-87-63%$8.1K$3.1K-$5.0K2026-10-20
Triumph Capital Management
UNCHANGED505000%$2.9K$3.0K+$902026-10-14
Citigroup Inc
INCREASED491+48+4800%$58$2.9K+$2.9K2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED494900%$2.8K$2.9K+$892026-11-03
Signature Resources Capital Management, LLC
UNCHANGED474700%$2.7K$2.8K+$852026-10-16
Center for Financial Planning, Inc.
UNCHANGED444400%$2.6K$2.6K+$792026-10-26
GK Wealth Management LLC
NEW27—+27——$1.6K—2026-10-09
Bear Mountain Capital, Inc.
UNCHANGED161600%$958$955-$32026-11-04
JFS Wealth Advisors, LLC
UNCHANGED131300%$756$780+$242026-11-03
GFS Advisors, LLC
CLOSED0146,915-146,915-100%$125.1K$0-$125.1K2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
CLOSED011,807-11,807-100%$686.6K$0-$686.6K2026-10-22
Leuthold Group, LLC
CLOSED011,787-11,787-100%$685.4K$0-$685.4K2026-11-04
Dana Investment Advisors, Inc.
CLOSED09,967-9,967-100%$579.6K$0-$579.6K2026-11-06
Jefferies Financial Group Inc.
CLOSED09,313-9,313-100%$541.6K$0-$541.6K2026-11-05
Vestor Capital, LLC
CLOSED04,988-4,988-100%$449$0-$4492026-11-04
Confluence Wealth Services, Inc.
CLOSED03,659-3,659-100%$212.8K$0-$212.8K2026-11-05
Prospera Financial Services Inc
CLOSED03,579-3,579-100%$208.1K$0-$208.1K2026-11-04
Creative Financial Designs Inc
CLOSED01,215-1,215-100%$70.7K$0-$70.7K2026-11-04
Atlatl Advisers LLC
CLOSED0125-125-100%$7.3K$0-$7.3K2026-10-22
LifeSteps Financial, Inc.
CLOSED050-50-100%$2.9K$0-$2.9K2026-10-15
Russell Investments Group, Ltd.
UNCHANGED000—$0$0$02026-11-06
Schroder Investment Management Group
N/A—3,636,013-3,636,013-100%$210.5M———
Bank of America Corp
N/A—1,783,301-1,783,301-100%$103.7M———
Greenline Partners, LLC
N/A—506,542-506,542-100%$29.5M———
Woodline Partners LP
N/A—490,937-490,937-100%$28.5M———
Morgan Stanley
N/A—473,523-473,523-100%$27.5M———
Stifel Financial Corp
N/A—444,722-444,722-100%$25.9M———
UBS Group AG
N/A—443,180-443,180-100%$25.8M———
Proficio Capital Partners LLC
N/A—418,765-418,765-100%$24.4M———
Jane Street Group, LLC
N/A—374,357-374,357-100%$21.8M———
Benjamin Edwards Inc
N/A—359,876-359,876-100%$20.9M———
Quadrature Capital Ltd
N/A—326,845-326,845-100%$19.0M———
D. E. Shaw & Co., Inc.
N/A—293,118-293,118-100%$17.0M———
Bluespring Wealth Management, LLC
N/A—246,919-246,919-100%$14.4M———
Raymond James Financial Inc
N/A—235,639-235,639-100%$13.7M———
Goldman Sachs Group Inc
N/A—223,530-223,530-100%$13.0M———
Ameriprise Financial Inc
N/A—194,189-194,189-100%$11.3M———
GTS Securities LLC
N/A—187,698-187,698-100%$10.9M———
Baird Financial Group, Inc.
N/A—168,833-168,833-100%$9.8M———
Rockefeller Capital Management L.P.
N/A—157,101-157,101-100%$9.1M———
Old Mission Capital LLC
N/A—150,347-150,347-100%$8.7M———
Talisman Wealth Advisors LLC
N/A—146,346-146,346-100%$11.2M———
Royal Bank of Canada
N/A—136,900-136,900-100%$8.0M———
Envestnet Asset Management Inc
N/A—136,889-136,889-100%$8.0M———
Edmond de Rothschild Holding S.A.
N/A—136,050-136,050-100%$7.9M———
Susquehanna International Group, LLP
N/A—129,818-129,818-100%$7.5M———
Wells Fargo & Company
N/A—128,362-128,362-100%$7.5M———
Theory Financial LLC
N/A—127,586-127,586-100%$7.4M———
HighTower Advisors, LLC
N/A—124,984-124,984-100%$7.3M———
Retirement Management Systems Inc.
N/A—123,859-123,859-100%$7.2M———
First Trust Bank, Ltd.
N/A—122,546-122,546-100%$7.1M———
JPMorgan Chase & Co
N/A—106,799-106,799-100%$6.2M———
BlueCrest Capital Management Ltd
N/A—90,000-90,000-100%$5.2M———
Alliancebernstein L.P.
N/A—89,700-89,700-100%$5.1M———
Wealthfront Advisers LLC
N/A—86,342-86,342-100%$5.0M———
Cetera Investment Advisers
N/A—84,797-84,797-100%$4.9M———
Osaic Holdings, Inc.
N/A—75,026-75,026-100%$4.4M———
Sanctuary Advisors, LLC
N/A—71,785-71,785-100%$4.2M———
TLS Advisors LLC
N/A—68,615-68,615-100%$4.0M———
Pinnacle Financial Partners, Inc.
N/A—66,524-66,524-100%$3.9M———
Qube Research & Technologies Ltd
N/A—61,656-61,656-100%$3.6M———
Jones Financial Companies Lllp
N/A—36,662-36,662-100%$2.1M———
Forum Finance Group S.A.
N/A—32,600-32,600-100%$1.5K———
Federation des caisses Desjardins du Quebec
N/A—32,564-32,564-100%$1.9M———
MML Investors Services, LLC
N/A—31,619-31,619-100%$1.8M———
CIBC World Market Inc.
N/A—29,658-29,658-100%$1.7M———
Fidelis Capital Partners, LLC
N/A—28,381-28,381-100%$1.7M———
Scotia Capital Inc.
N/A—27,900-27,900-100%$1.6M———
Savvy Advisors, Inc.
N/A—26,127-26,127-100%$1.5M———
Arax Advisory Partners
N/A—24,382-24,382-100%$1.4M———
Comprehensive Money Management Services LLC
N/A—24,203-24,203-100%$1.4M———
Private Advisor Group, LLC
N/A—23,990-23,990-100%$1.4M———
SG Americas Securities, LLC
N/A—23,014-23,014-100%$1.3M———
Mariner, LLC
N/A—21,711-21,711-100%$1.3M———
Evelyn Partners Group Ltd
N/A—19,623-19,623-100%$1.1M———
Bank of Montreal
N/A—19,413-19,413-100%$1.1M———
Marshall Investment Management, LLC
N/A—19,366-19,366-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—19,179-19,179-100%$1.1M———
Northern Trust Corp
N/A—18,244-18,244-100%$1.1M———
UBS Asset Management Americas LLC
N/A—18,034-18,034-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—17,300-17,300-100%$1.0M———
HRT Financial LP
N/A—17,100-17,100-100%$994.0K———
Nomura Asset Management Co LTD
N/A—15,523-15,523-100%$902.7K———
Renaissance Technologies LLC
N/A—15,400-15,400-100%$895.5K———
Pathstone Holdings, LLC
N/A—15,305-15,305-100%$890.0K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—14,568-14,568-100%$847.1K———
Gateway Wealth Partners, LLC
N/A—14,089-14,089-100%$819.3K———
Stamos Capital Partners, L.P.
N/A—13,605-13,605-100%$791.1K———
Barometer Capital Management Inc.
N/A—13,600-13,600-100%$790.8K———
Retirement Planning Group, LLC / NY
N/A—13,417-13,417-100%$780.2K———
Mayflower Financial Advisors, LLC
N/A—12,778-12,778-100%$743.0K———
BNP Paribas Financial Markets
N/A—12,576-12,576-100%$731.3K———
Northwestern Mutual Wealth Management Co
N/A—11,883-11,883-100%$691.0K———
Essex Financial Services, Inc.
N/A—10,875-10,875-100%$632.4K———
OneAscent Financial Services LLC
N/A—10,412-10,412-100%$605.4K———
Greenwich Wealth Management LLC
N/A—9,941-9,941-100%$578.0K———
Resolute Advisors LLC
N/A—9,780-9,780-100%$568.7K———
Equitable Holdings, Inc.
N/A—9,173-9,173-100%$533.4K———
Oxbow Advisors, LLC
N/A—8,975-8,975-100%$521.9K———
Pitcairn Wealth Advisors LLC
N/A—8,952-8,952-100%$520.6K———
Allstate Corp
N/A—8,584-8,584-100%$499.2K———
Heritage Wealth Advisors
N/A—8,500-8,500-100%$494.3K———
Caxton Associates LLP
N/A—7,641-7,641-100%$444.3K———
FMR LLC
N/A—7,511-7,511-100%$436.8K———
Tranquilli Financial Advisor LLC
N/A—7,333-7,333-100%$426.4K———
Mosaic Family Wealth Partners, LLC
N/A—7,308-7,308-100%$425.0K———
Tudor Investment Corp ET AL
N/A—7,118-7,118-100%$413.9K———
Insigneo Advisory Services, LLC
N/A—6,840-6,840-100%$397.7K———
PFG Investments, LLC
N/A—6,020-6,020-100%$350.0K———
Fort Sheridan Advisors LLC
N/A—5,424-5,424-100%$315.4K———
Nwam LLC
N/A—5,344-5,344-100%$310.8K———
Capital Advisors Inc
N/A—5,316-5,316-100%$309.1K———
Captrust Financial Advisors
N/A—5,265-5,265-100%$306.2K———
Xcelsior Advisor Partners LLC
N/A—4,542-4,542-100%$264.1K———
Ethos Financial Group, LLC
N/A—4,340-4,340-100%$249.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—4,161-4,161-100%$241.0K———
IEQ Capital, LLC
N/A—4,103-4,103-100%$238.6K———
Integrity Financial Corp
N/A—4,035-4,035-100%$234.6K———
Quantinno Capital Management LP
N/A—3,860-3,860-100%$224.5K———
Western Wealth Management, LLC
N/A—3,795-3,795-100%$220.7K———
AQR Capital Management LLC
N/A—3,561-3,561-100%$207.1K———
BFC Planning, Inc.
N/A—2,579-2,579-100%$149.9K———
Erste Asset Management GmbH
N/A—2,500-2,500-100%$145.4K———
Glenmede Trust Co NA
N/A—2,214-2,214-100%$128.7K———
EP Wealth Advisors, LLC
N/A—2,163-2,163-100%$125.8K———
AE Wealth Management LLC
N/A—2,070-2,070-100%$120.4K———
FAS Wealth Partners, Inc.
N/A—1,689-1,689-100%$98.2K———
BlackRock, Inc.
N/A—1,658-1,658-100%$96.4K———
Elequin Capital, LP
N/A—1,550-1,550-100%$90.1K———
Rothschild Investment LLC
N/A—1,385-1,385-100%$80.5K———
Bellevue Asset Management, LLC
N/A—1,205-1,205-100%$70.1K———
Global Retirement Partners, LLC
N/A—970-970-100%$56.4K———
National Bank of Canada
N/A—806-806-100%$46.9K———
Rialto Wealth Management, LLC
N/A—669-669-100%$38.9K———
Steward Partners Investment Advisory, LLC
N/A—532-532-100%$30.9K———
Aptus Capital Advisors, LLC
N/A—435-435-100%$25.3K———
Franklin Resources Inc
N/A—430-430-100%$25.0K———
Strategic Wealth Partners, Ltd.
N/A—360-360-100%$20.9K———
NewEdge Advisors, LLC
N/A—355-355-100%$20.6K———
Harbour Investments, Inc.
N/A—335-335-100%$19.5K———
Webster Bank, N. A.
N/A—318-318-100%$18.5K———
Caitlin John, LLC
N/A—266-266-100%$15.5K———
Cbiz Investment Advisory Services, LLC
N/A—246-246-100%$13.9K———
Motco
N/A—200-200-100%$11.6K———
Nova Wealth Management, Inc.
N/A—187-187-100%$10.9K———
Brown Brothers Harriman & Co
N/A—179-179-100%$10.4K———
O'shaughnessy Asset Management, LLC
N/A—176-176-100%$10.2K———
Synergy Investment Management, LLC
N/A—160-160-100%$9.3K———
Hantz Financial Services, Inc.
N/A—142-142-100%$8———
Howe & Rusling Inc
N/A—106-106-100%$6.2K———
WealthShield Partners, LLC
N/A—84-84-100%$4.9K———
Huntington National Bank
N/A—82-82-100%$4.8K———
Keating Financial Advisory Services, Inc.
N/A—67-67-100%$3.9K———
Fiduciary Financial Advisors
N/A—55-55-100%$3.2K———
Founders Financial Alliance, LLC
N/A—50-50-100%$2.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—40-40-100%$2.3K———
Tower Research Capital LLC (TRC)
N/A—26-26-100%$1.5K———
Showing 272 of 272 institutions