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Ishares Msci Global Gold MIN (RING)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
NEW
Shares530,649
Change+530,649
Value$40.7M
Filed 2026-11-02
180 Wealth Advisors, LLC
DECREASED
Shares164,057 from 164,821
Change-764 (0%)
Value$12.6M (+$1.9M)
Filed 2026-11-03
Horizon Wealth Management, LLC
INCREASED
Shares159,192 from 81,483
Change+77,709 (+95%)
Value$12.2M (+$6.9M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares137,692 from 131,246
Change+6,446 (+5%)
Value$10.5M (+$2.1M)
Filed 2026-10-21
Almanack Investment Partners, Llc.
NEW
Shares128,483
Change+128,483
Value$9.8M
Filed 2026-11-03
SeaBridge Investment Advisors LLC
DECREASED
Shares127,907 from 132,121
Change-4,214 (-3%)
Value$9.8M (+$1.3M)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares112,996 from 113,406
Change-410 (0%)
Value$8.7M (+$1.3M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares96,114 from 87,271
Change+8,843 (+10%)
Value$7.4K (-$5.6M)
Filed 2026-11-02
Tepp RIA, LLC
NEW
Shares91,911
Change+91,911
Value$7.0M
Filed 2026-10-14
RHS Financial, LLC
INCREASED
Shares86,898 from 75,677
Change+11,221 (+15%)
Value$6.7M (+$1.8M)
Filed 2026-10-13
3Edge Asset Management, LP
INCREASED
Shares73,351 from 26,588
Change+46,763 (+176%)
Value$5.6M (+$3.9M)
Filed 2026-10-30
Versant Capital Management, Inc
DECREASED
Shares71,627 from 77,632
Change-6,005 (-8%)
Value$5.5M (+$472.3K)
Filed 2026-10-02
Climber Capital SA
UNCHANGED
Shares55,260 from 55,260
Change0 (0%)
Value$2.9M (-$330.6K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares50,924 from 7,061
Change+43,863 (+621%)
Value$3.9K (-$452.1K)
Filed 2026-10-26
Systelligence, LLC
DECREASED
Shares47,964 from 89,475
Change-41,511 (-46%)
Value$4.5M (-$1.3M)
Filed 2026-11-05
Comprehensive Wealth Management, LLC
DECREASED
Shares41,986 from 47,177
Change-5,191 (-11%)
Value$3.2M (+$168.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares38,058 from 25,451
Change+12,607 (+50%)
Value$2.9M (+$1.3M)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares38,055 from 38,055
Change0 (0%)
Value$2.9M (+$457.0K)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares30,140
Change+30,140
Value$2.3M
Filed 2026-11-05
Turning Point Benefit Group, Inc.
DECREASED
Shares28,833 from 29,164
Change-331 (-1%)
Value$2.2M (+$305.1K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares28,805 from 79,664
Change-50,859 (-64%)
Value$2.2M (-$2.9M)
Filed 2026-11-04
RFG Advisory, LLC
DECREASED
Shares27,237 from 27,501
Change-264 (-1%)
Value$2.1M (+$310.0K)
Filed 2026-11-03
Guardian Partners Inc.
NEW
Shares24,200
Change+24,200
Value$1.9M
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED
Shares23,512 from 21,462
Change+2,050 (+10%)
Value$1.8M (+$414.8K)
Filed 2026-10-09
WBH Advisory Inc
INCREASED
Shares22,450 from 15,305
Change+7,145 (+47%)
Value$1.7M (+$731.2K)
Filed 2026-11-05
Asset One Wealth Management LLC
UNCHANGED
Shares21,272 from 21,272
Change0 (0%)
Value$1.6M (+$271.6K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares16,622 from 10,945
Change+5,677 (+52%)
Value$1.3M (+$566.4K)
Filed 2026-11-05
FSA Wealth Partners, Inc.
NEW
Shares13,431
Change+13,431
Value$1.0M
Filed 2026-10-26
Founders Financial Securities LLC
INCREASED
Shares12,766 from 12,524
Change+242 (+2%)
Value$978.0K (+$169.0K)
Filed 2026-10-28
Keystone Global Partners, LLC
DECREASED
Shares12,121 from 51,225
Change-39,104 (-76%)
Value$928.6K (-$2.4M)
Filed 2026-10-13
Aspect Partners, LLC
UNCHANGED
Shares11,313 from 11,313
Change0 (0%)
Value$866.7K (+$135.9K)
Filed 2026-10-20
Perigon Wealth Management, LLC
UNCHANGED
Shares9,875 from 9,875
Change0 (0%)
Value$756.5K (+$118.6K)
Filed 2026-10-22
LifeGoal Investments, LLC
DECREASED
Shares9,210 from 9,739
Change-529 (-5%)
Value$705.6K (+$76.4K)
Filed 2026-10-09
Financial Enhancement Group LLC
DECREASED
Shares8,887 from 9,507
Change-620 (-7%)
Value$663.0K (+$48.8K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares8,708 from 6,670
Change+2,038 (+31%)
Value$667.1K (+$236.2K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares8,651 from 8,651
Change0 (0%)
Value$662.7K (+$103.9K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares8,565 from 5,374
Change+3,191 (+59%)
Value$656.2K (+$309.0K)
Filed 2026-11-02
Swmg, LLC
INCREASED
Shares8,490 from 6,561
Change+1,929 (+29%)
Value$606.4K (+$184.5K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares8,428 from 535
Change+7,893 (+1475%)
Value$645.7K (+$611.1K)
Filed 2026-11-04
AlphaStar Capital Management, LLC
DECREASED
Shares7,255 from 7,730
Change-475 (-6%)
Value$555.8K (+$56.4K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares7,168 from 7,264
Change-96 (-1%)
Value$549.2K (+$79.9K)
Filed 2026-11-02
Arkansas Financial Group, Inc.
DECREASED
Shares7,066 from 7,302
Change-236 (-3%)
Value$541.3K (+$69.6K)
Filed 2026-10-26
Gainplan LLC
INCREASED
Shares6,757 from 5,865
Change+892 (+15%)
Value$517.6K (+$138.8K)
Filed 2026-10-09
Reap Financial Group, LLC
UNCHANGED
Shares6,603 from 6,603
Change0 (0%)
Value$505.9K (+$79.3K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares6,284 from 6,893
Change-609 (-9%)
Value$481.4K (+$36.1K)
Filed 2026-11-04
Synergy Asset Management, LLC
NEW
Shares5,467
Change+5,467
Value$418.8K
Filed 2026-11-05
Whitener Capital Management, Inc.
INCREASED
Shares5,350 from 5,000
Change+350 (+7%)
Value$409.9K (+$86.9K)
Filed 2026-10-15
Roman Butler Fullerton & Co
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$406.1K (+$67.7K)
Filed 2026-10-27
Advisory Solutions Group, LLC
NEW
Shares5,016
Change+5,016
Value$384.3K
Filed 2026-10-14
NavPoint Financial, Inc.
UNCHANGED
Shares4,181 from 4,181
Change0 (0%)
Value$320.3K (+$50.2K)
Filed 2026-10-21
True Private Wealth Advisors
DECREASED
Shares4,154 from 5,447
Change-1,293 (-24%)
Value$318.3K (-$33.6K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,138 from 3,754
Change+384 (+10%)
Value$314.1K (+$70.4K)
Filed 2026-10-13
RMR Wealth Builders
UNCHANGED
Shares4,138 from 4,138
Change0 (0%)
Value$317.0K (+$49.7K)
Filed 2026-10-22
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares3,968 from 3,701
Change+267 (+7%)
Value$304.0K (+$64.9K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares3,800 from 4,020
Change-220 (-5%)
Value$291.1K (+$31.4K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares3,600 from 3,435
Change+165 (+5%)
Value$275.8K (+$53.9K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares3,580 from 3,610
Change-30 (-1%)
Value$273.7K (+$41.0K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
NEW
Shares3,534
Change+3,534
Value$270.7K
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,404 from 2,345
Change+1,059 (+45%)
Value$260.8K (+$109.3K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
NEW
Shares3,187
Change+3,187
Value$244.2K
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares3,002 from 3,730
Change-728 (-20%)
Value$230.0K (-$11.0K)
Filed 2026-10-22
ADE, LLC
NEW
Shares2,894
Change+2,894
Value$221.7K
Filed 2026-10-29
Prism Advisors, Inc.
NEW
Shares2,778
Change+2,778
Value$210.8K
Filed 2026-10-09
Eagle Strategies LLC
NEW
Shares2,689
Change+2,689
Value$206.0K
Filed 2026-10-16
Silverlake Wealth Management LLC
NEW
Shares2,658
Change+2,658
Value$203.6K
Filed 2026-10-21
Fermata Advisors, LLC
NEW
Shares2,649
Change+2,649
Value$202.9K
Filed 2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED
Shares2,162 from 2,162
Change0 (0%)
Value$165.6K (+$26.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares1,938 from 907
Change+1,031 (+114%)
Value$146.9K (+$88.4K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$114.9K (+$18.0K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$114.6K (+$18.0K)
Filed 2026-11-02
Hanson & Doremus Investment Management
UNCHANGED
Shares1,289 from 1,289
Change0 (0%)
Value$99 (-$82.9K)
Filed 2026-10-16
Private Wealth Management Group, LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$88.3K (+$13.8K)
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$85.4K (+$13.4K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares1,113 from 1,130
Change-17 (-1%)
Value$85.3K (+$12.3K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares799 from 599
Change+200 (+33%)
Value$61.2K (+$22.5K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares748 from 268
Change+480 (+179%)
Value$57.3K (+$40.0K)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$49.4K (+$7.7K)
Filed 2026-10-21
Raleigh Capital Management Inc.
INCREASED
Shares505 from 448
Change+57 (+13%)
Value$38.7K (+$9.7K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares361 from 153
Change+208 (+136%)
Value$27.7K (+$17.8K)
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.0K (+$2.9K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.0K (+$3.6K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares283 from 242
Change+41 (+17%)
Value$21.7K (+$6.0K)
Filed 2026-10-16
Burkett Financial Services, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$20.1K (+$3.1K)
Filed 2026-10-01
Root Financial Partners, LLC
NEW
Shares242
Change+242
Value$18.5K
Filed 2026-10-21
Acumen Wealth Advisors, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$14.5K (+$2.3K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares176
Change+176
Value$13.5K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares148 from 75
Change+73 (+97%)
Value$11.3K (+$6.5K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$11.3K (+$1.8K)
Filed 2026-11-03
City Holding Co
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$10.7K (+$1.7K)
Filed 2026-10-19
Decker Retirement Planning Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$7.4K (+$1.2K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares95 from 127
Change-32 (-25%)
Value$7.3K (-$926)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
NEW
Shares86
Change+86
Value$6.6K
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares65 from 56
Change+9 (+16%)
Value$5.0K (+$1.4K)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares54
Change+54
Value$4.1K
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.6K (+$409)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.1K (+$324)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$77 (+$12)
Filed 2026-11-02
Trek Financial, LLC
CLOSED
Shares0 from 33,803
Change-33,803 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-29
New Harbor Financial Group, LLC
CLOSED
Shares0 from 22,550
Change-22,550 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-22
Vista Investment Partners LLC
CLOSED
Shares0 from 19,550
Change-19,550 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-08
Tactive Advisors, LLC
CLOSED
Shares0 from 6,271
Change-6,271 (-100%)
Value$0 (-$405.1K)
Filed 2026-10-08
Truist Financial Corp
CLOSED
Shares0 from 6,053
Change-6,053 (-100%)
Value$0 (-$391.0K)
Filed 2026-10-30
StoneX Group Inc.
CLOSED
Shares0 from 4,773
Change-4,773 (-100%)
Value$0 (-$357.0K)
Filed 2026-11-03
Simplex Trading, LLC
CLOSED
Shares0 from 451
Change-451 (-100%)
Value$0 (-$29.1K)
Filed 2026-11-04
Kingdom Financial Group Llc.
CLOSED
Shares0 from 372
Change-372 (-100%)
Value$0 (-$24.0K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-02
Montgomery Financial Services LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-03
Go Invest LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-09
Archer Investment Corp
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1)
Filed 2026-10-14
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,205,201
Change-1,205,201 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,020,792
Change-1,020,792 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 776,753
Change-776,753 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 622,009
Change-622,009 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 396,550
Change-396,550 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 297,444
Change-297,444 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 258,909
Change-258,909 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 254,675
Change-254,675 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 244,498
Change-244,498 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 225,185
Change-225,185 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 205,956
Change-205,956 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 195,411
Change-195,411 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 187,958
Change-187,958 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 175,806
Change-175,806 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 159,709
Change-159,709 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 95,089
Change-95,089 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 93,642
Change-93,642 (-100%)
Value—
EFG International AG
N/A
Shares— from 93,478
Change-93,478 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 91,417
Change-91,417 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 85,468
Change-85,468 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 80,177
Change-80,177 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 79,426
Change-79,426 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74,400
Change-74,400 (-100%)
Value—
UBS Group AG
N/A
Shares— from 68,072
Change-68,072 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 62,295
Change-62,295 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,877
Change-61,877 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 59,738
Change-59,738 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 57,569
Change-57,569 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 56,323
Change-56,323 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 46,834
Change-46,834 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 34,311
Change-34,311 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 32,528
Change-32,528 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 32,441
Change-32,441 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,815
Change-31,815 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 28,894
Change-28,894 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,367
Change-26,367 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 24,602
Change-24,602 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 24,589
Change-24,589 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,326
Change-23,326 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 21,940
Change-21,940 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,930
Change-21,930 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 19,653
Change-19,653 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 19,059
Change-19,059 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,976
Change-18,976 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 17,508
Change-17,508 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,260
Change-17,260 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 16,814
Change-16,814 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,938
Change-15,938 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,391
Change-15,391 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,645
Change-14,645 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,823
Change-10,823 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 10,618
Change-10,618 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 9,951
Change-9,951 (-100%)
Value—
Nwam LLC
N/A
Shares— from 9,878
Change-9,878 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 9,584
Change-9,584 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,372
Change-9,372 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,836
Change-8,836 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,443
Change-8,443 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,158
Change-7,158 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,284
Change-6,284 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 5,312
Change-5,312 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 611
Change-611 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 574
Change-574 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 162
Change-162 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 77
Change-77 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Principal Financial Group Inc
NEW530,649—+530,649——$40.7M—2026-11-02
180 Wealth Advisors, LLC
DECREASED164,057164,821-7640%$10.6M$12.6M+$1.9M2026-11-03
Horizon Wealth Management, LLC
INCREASED159,19281,483+77,709+95%$5.3M$12.2M+$6.9M2026-11-02
Assetmark, Inc
INCREASED137,692131,246+6,446+5%$8.5M$10.5M+$2.1M2026-10-21
Almanack Investment Partners, Llc.
NEW128,483—+128,483——$9.8M—2026-11-03
SeaBridge Investment Advisors LLC
DECREASED127,907132,121-4,214-3%$8.5M$9.8M+$1.3M2026-11-02
Flagship Harbor Advisors, LLC
DECREASED112,996113,406-4100%$7.3M$8.7M+$1.3M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED96,11487,271+8,843+10%$5.6M$7.4K-$5.6M2026-11-02
Tepp RIA, LLC
NEW91,911—+91,911——$7.0M—2026-10-14
RHS Financial, LLC
INCREASED86,89875,677+11,221+15%$4.9M$6.7M+$1.8M2026-10-13
3Edge Asset Management, LP
INCREASED73,35126,588+46,763+176%$1.7M$5.6M+$3.9M2026-10-30
Versant Capital Management, Inc
DECREASED71,62777,632-6,005-8%$5.0M$5.5M+$472.3K2026-10-02
Climber Capital SA
UNCHANGED55,26055,26000%$3.2M$2.9M-$330.6K2026-10-20
Park Avenue Securities LLC
INCREASED50,9247,061+43,863+621%$456.0K$3.9K-$452.1K2026-10-26
Systelligence, LLC
DECREASED47,96489,475-41,511-46%$5.8M$4.5M-$1.3M2026-11-05
Comprehensive Wealth Management, LLC
DECREASED41,98647,177-5,191-11%$3.0M$3.2M+$168.9K2026-11-02
Commonwealth Equity Services, LLC
INCREASED38,05825,451+12,607+50%$1.6M$2.9M+$1.3M2026-11-02
Beverly Hills Private Wealth, LLC
UNCHANGED38,05538,05500%$2.5M$2.9M+$457.0K2026-11-04
Thrivent Financial for Lutherans
NEW30,140—+30,140——$2.3M—2026-11-05
Turning Point Benefit Group, Inc.
DECREASED28,83329,164-331-1%$1.9M$2.2M+$305.1K2026-10-28
Citigroup Inc
DECREASED28,80579,664-50,859-64%$5.1M$2.2M-$2.9M2026-11-04
RFG Advisory, LLC
DECREASED27,23727,501-264-1%$1.8M$2.1M+$310.0K2026-11-03
Guardian Partners Inc.
NEW24,200—+24,200——$1.9M—2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED23,51221,462+2,050+10%$1.4M$1.8M+$414.8K2026-10-09
WBH Advisory Inc
INCREASED22,45015,305+7,145+47%$988.7K$1.7M+$731.2K2026-11-05
Asset One Wealth Management LLC
UNCHANGED21,27221,27200%$1.4M$1.6M+$271.6K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED16,62210,945+5,677+52%$707.1K$1.3M+$566.4K2026-11-05
FSA Wealth Partners, Inc.
NEW13,431—+13,431——$1.0M—2026-10-26
Founders Financial Securities LLC
INCREASED12,76612,524+242+2%$809.1K$978.0K+$169.0K2026-10-28
Keystone Global Partners, LLC
DECREASED12,12151,225-39,104-76%$3.3M$928.6K-$2.4M2026-10-13
Aspect Partners, LLC
UNCHANGED11,31311,31300%$730.8K$866.7K+$135.9K2026-10-20
Perigon Wealth Management, LLC
UNCHANGED9,8759,87500%$637.9K$756.5K+$118.6K2026-10-22
LifeGoal Investments, LLC
DECREASED9,2109,739-529-5%$629.1K$705.6K+$76.4K2026-10-09
Financial Enhancement Group LLC
DECREASED8,8879,507-620-7%$614.2K$663.0K+$48.8K2026-10-08
Atria Investments, Inc
INCREASED8,7086,670+2,038+31%$430.9K$667.1K+$236.2K2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED8,6518,65100%$558.8K$662.7K+$103.9K2026-11-03
Kestra Advisory Services, LLC
INCREASED8,5655,374+3,191+59%$347.2K$656.2K+$309.0K2026-11-02
Swmg, LLC
INCREASED8,4906,561+1,929+29%$421.8K$606.4K+$184.5K2026-10-23
Creative Financial Designs Inc
INCREASED8,428535+7,893+1475%$34.6K$645.7K+$611.1K2026-11-04
AlphaStar Capital Management, LLC
DECREASED7,2557,730-475-6%$499.4K$555.8K+$56.4K2026-10-16
Creative Planning
DECREASED7,1687,264-96-1%$469.2K$549.2K+$79.9K2026-11-02
Arkansas Financial Group, Inc.
DECREASED7,0667,302-236-3%$471.7K$541.3K+$69.6K2026-10-26
Gainplan LLC
INCREASED6,7575,865+892+15%$378.9K$517.6K+$138.8K2026-10-09
Reap Financial Group, LLC
UNCHANGED6,6036,60300%$426.6K$505.9K+$79.3K2026-11-02
Lido Advisors, LLC
DECREASED6,2846,893-609-9%$445.3K$481.4K+$36.1K2026-11-04
Synergy Asset Management, LLC
NEW5,467—+5,467——$418.8K—2026-11-05
Whitener Capital Management, Inc.
INCREASED5,3505,000+350+7%$323.0K$409.9K+$86.9K2026-10-15
Roman Butler Fullerton & Co
UNCHANGED5,3505,35000%$338.4K$406.1K+$67.7K2026-10-27
Advisory Solutions Group, LLC
NEW5,016—+5,016——$384.3K—2026-10-14
NavPoint Financial, Inc.
UNCHANGED4,1814,18100%$270.1K$320.3K+$50.2K2026-10-21
True Private Wealth Advisors
DECREASED4,1545,447-1,293-24%$351.9K$318.3K-$33.6K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED4,1383,754+384+10%$243.6K$314.1K+$70.4K2026-10-13
RMR Wealth Builders
UNCHANGED4,1384,13800%$267.3K$317.0K+$49.7K2026-10-22
Sanchez Gaunt Capital Management, LLC
INCREASED3,9683,701+267+7%$239.1K$304.0K+$64.9K2026-11-03
Fifth Third Bancorp
DECREASED3,8004,020-220-5%$259.7K$291.1K+$31.4K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED3,6003,435+165+5%$221.9K$275.8K+$53.9K2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED3,5803,610-30-1%$232.7K$273.7K+$41.0K2026-11-02
Hennion & Walsh Asset Management, Inc.
NEW3,534—+3,534——$270.7K—2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED3,4042,345+1,059+45%$151.5K$260.8K+$109.3K2026-11-03
Prime Capital Investment Advisors, LLC
NEW3,187—+3,187——$244.2K—2026-10-20
Strategic Blueprint, LLC
DECREASED3,0023,730-728-20%$241.0K$230.0K-$11.0K2026-10-22
ADE, LLC
NEW2,894—+2,894——$221.7K—2026-10-29
Prism Advisors, Inc.
NEW2,778—+2,778——$210.8K—2026-10-09
Eagle Strategies LLC
NEW2,689—+2,689——$206.0K—2026-10-16
Silverlake Wealth Management LLC
NEW2,658—+2,658——$203.6K—2026-10-21
Fermata Advisors, LLC
NEW2,649—+2,649——$202.9K—2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED2,1622,16200%$139.7K$165.6K+$26.0K2026-11-04
TD Waterhouse Canada Inc.
INCREASED1,938907+1,031+114%$58.5K$146.9K+$88.4K2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED1,5001,50000%$96.9K$114.9K+$18.0K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED1,4961,49600%$96.6K$114.6K+$18.0K2026-11-02
Hanson & Doremus Investment Management
UNCHANGED1,2891,28900%$83.0K$99-$82.9K2026-10-16
Private Wealth Management Group, LLC
UNCHANGED1,1521,15200%$74.5K$88.3K+$13.8K2026-10-19
Trust Co of Toledo NA
UNCHANGED1,1151,11500%$72.0K$85.4K+$13.4K2026-10-16
US Bancorp \de\
DECREASED1,1131,130-17-1%$73.0K$85.3K+$12.3K2026-11-05
Blue Trust, Inc.
INCREASED799599+200+33%$38.7K$61.2K+$22.5K2026-10-15
Private Trust Co NA
INCREASED748268+480+179%$17.3K$57.3K+$40.0K2026-10-20
Trust Co of Vermont
UNCHANGED64564500%$41.7K$49.4K+$7.7K2026-10-21
Raleigh Capital Management Inc.
INCREASED505448+57+13%$29.0K$38.7K+$9.7K2026-10-28
Farther Finance Advisors, LLC
INCREASED361153+208+136%$9.9K$27.7K+$17.8K2026-10-08
Compass Financial Management LLC
UNCHANGED30030000%$20.1K$23.0K+$2.9K2026-10-30
Main Street Group, LTD
UNCHANGED30030000%$19.4K$23.0K+$3.6K2026-10-28
IFP Advisors, Inc
INCREASED283242+41+17%$15.6K$21.7K+$6.0K2026-10-16
Burkett Financial Services, LLC
UNCHANGED26126100%$16.9K$20.1K+$3.1K2026-10-01
Root Financial Partners, LLC
NEW242—+242——$18.5K—2026-10-21
Acumen Wealth Advisors, LLC
UNCHANGED18918900%$12.2K$14.5K+$2.3K2026-11-05
William Mack & Associates, Inc.
NEW176—+176——$13.5K—2026-10-27
Rossby Financial, LCC
INCREASED14875+73+97%$4.8K$11.3K+$6.5K2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED14814800%$9.6K$11.3K+$1.8K2026-11-03
City Holding Co
UNCHANGED14014000%$9.0K$10.7K+$1.7K2026-10-19
Decker Retirement Planning Inc.
UNCHANGED979700%$6.3K$7.4K+$1.2K2026-10-19
CoreCap Advisors, LLC
DECREASED95127-32-25%$8.2K$7.3K-$9262026-10-08
Pinnacle Bancorp, Inc.
NEW86—+86——$6.6K—2026-10-21
Signature Equity Partners, LLC
INCREASED6556+9+16%$3.6K$5.0K+$1.4K2026-10-29
Jacobi Capital Management LLC
NEW54—+54——$4.1K—2026-11-05
Evolution Wealth Management Inc.
UNCHANGED343400%$2.2K$2.6K+$4092026-10-28
Lanark Financial, Inc.
UNCHANGED272700%$1.7K$2.1K+$3242026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED1100%$65$77+$122026-11-02
Trek Financial, LLC
CLOSED033,803-33,803-100%$2.2M$0-$2.2M2026-10-29
New Harbor Financial Group, LLC
CLOSED022,550-22,550-100%$1.5M$0-$1.5M2026-10-22
Vista Investment Partners LLC
CLOSED019,550-19,550-100%$1.3M$0-$1.3M2026-10-08
Tactive Advisors, LLC
CLOSED06,271-6,271-100%$405.1K$0-$405.1K2026-10-08
Truist Financial Corp
CLOSED06,053-6,053-100%$391.0K$0-$391.0K2026-10-30
StoneX Group Inc.
CLOSED04,773-4,773-100%$357.0K$0-$357.0K2026-11-03
Simplex Trading, LLC
CLOSED0451-451-100%$29.1K$0-$29.1K2026-11-04
Kingdom Financial Group Llc.
CLOSED0372-372-100%$24.0K$0-$24.0K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED0139-139-100%$9.0K$0-$9.0K2026-10-26
International Assets Investment Management, LLC
CLOSED0114-114-100%$7.4K$0-$7.4K2026-11-02
Montgomery Financial Services LLC
CLOSED053-53-100%$3.4K$0-$3.4K2026-11-03
Go Invest LLC
CLOSED029-29-100%$1.9K$0-$1.9K2026-10-09
Archer Investment Corp
CLOSED023-23-100%$1.5K$0-$1.5K2026-11-05
Lloyd Advisory Services, Llc.
CLOSED020-20-100%$1.3K$0-$1.3K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED08-8-100%$1$0-$12026-10-14
Manufacturers Life Insurance Company, the
N/A—1,205,201-1,205,201-100%$77.9M———
BlackRock, Inc.
N/A—1,020,792-1,020,792-100%$65.9M———
Municipal Employees' Retirement System of Michigan
N/A—776,753-776,753-100%$50.2M———
Morgan Stanley
N/A—622,009-622,009-100%$40.2M———
LPL Financial LLC
N/A—396,550-396,550-100%$25.6M———
HighTower Advisors, LLC
N/A—297,444-297,444-100%$19.2M———
Bank of America Corp
N/A—258,909-258,909-100%$16.7M———
Wells Fargo & Company
N/A—254,675-254,675-100%$16.5M———
Old Mission Capital LLC
N/A—244,498-244,498-100%$15.8M———
Proficio Capital Partners LLC
N/A—225,185-225,185-100%$14.5M———
D. E. Shaw & Co., Inc.
N/A—205,956-205,956-100%$13.3M———
Bank of Montreal
N/A—195,411-195,411-100%$12.6M———
Syon Capital LLC
N/A—187,958-187,958-100%$12.1M———
Quadrature Capital Ltd
N/A—175,806-175,806-100%$11.4M———
Raymond James Financial Inc
N/A—159,709-159,709-100%$10.3M———
Royal Bank of Canada
N/A—95,089-95,089-100%$6.1M———
Osaic Holdings, Inc.
N/A—93,642-93,642-100%$6.0M———
EFG International AG
N/A—93,478-93,478-100%$6.1M———
Schroder Investment Management Group
N/A—91,417-91,417-100%$5.9M———
Cetera Investment Advisers
N/A—85,468-85,468-100%$5.5M———
Wealthfront Advisers LLC
N/A—80,177-80,177-100%$5.2M———
Bitwise Funds Trust
N/A—79,426-79,426-100%$5.1M———
Northwestern Mutual Wealth Management Co
N/A—74,400-74,400-100%$4.8M———
UBS Group AG
N/A—68,072-68,072-100%$4.4M———
Jones Financial Companies Lllp
N/A—62,295-62,295-100%$4.1M———
Envestnet Asset Management Inc
N/A—61,877-61,877-100%$4.0M———
Susquehanna International Group, LLP
N/A—59,738-59,738-100%$3.9M———
UBS Asset Management Americas LLC
N/A—57,569-57,569-100%$3.7M———
JPMorgan Chase & Co
N/A—56,323-56,323-100%$3.7M———
Allianz Asset Management GmbH
N/A—46,834-46,834-100%$3.0M———
Empowered Funds, LLC
N/A—34,311-34,311-100%$2.2M———
Victory Capital Management Inc
N/A—32,528-32,528-100%$2.1M———
Beacon Pointe Advisors, LLC
N/A—32,441-32,441-100%$2.1M———
MML Investors Services, LLC
N/A—31,815-31,815-100%$2.1M———
Equitable Holdings, Inc.
N/A—28,894-28,894-100%$1.9M———
Advisory Services Network, LLC
N/A—26,367-26,367-100%$1.7M———
Clearwater Capital Advisors, LLC
N/A—24,602-24,602-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—24,589-24,589-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—23,326-23,326-100%$1.5M———
Pathstone Holdings, LLC
N/A—21,940-21,940-100%$1.4M———
Insigneo Advisory Services, LLC
N/A—21,930-21,930-100%$1.4M———
Banque Transatlantique SA
N/A—19,653-19,653-100%$1.3M———
AQR Capital Management LLC
N/A—19,059-19,059-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—18,976-18,976-100%$1.2M———
SouthState Bank Corp
N/A—17,508-17,508-100%$1.1M———
Janney Montgomery Scott LLC
N/A—17,260-17,260-100%$1.1M———
Sandy Cove Advisors, LLC
N/A—16,814-16,814-100%$1.1M———
Mariner, LLC
N/A—15,938-15,938-100%$1.0M———
Stifel Financial Corp
N/A—15,391-15,391-100%$994.3K———
IHT Wealth Management, LLC
N/A—14,645-14,645-100%$946.0K———
Comprehensive Money Management Services LLC
N/A—12,297-12,297-100%$794.4K———
Gladstone Institutional Advisory LLC
N/A—12,155-12,155-100%$785.2K———
NewEdge Advisors, LLC
N/A—11,247-11,247-100%$726.5K———
Sanctuary Advisors, LLC
N/A—10,823-10,823-100%$699.2K———
Boothbay Fund Management, LLC
N/A—10,800-10,800-100%$697.7K———
Moors & Cabot, Inc.
N/A—10,618-10,618-100%$686.0K———
Portfolio Strategies, Inc.
N/A—9,951-9,951-100%$642.8K———
Nwam LLC
N/A—9,878-9,878-100%$638.1K———
Tudor Investment Corp ET AL
N/A—9,584-9,584-100%$619.1K———
Arax Advisory Partners
N/A—9,548-9,548-100%$616.8K———
AE Wealth Management LLC
N/A—9,372-9,372-100%$605.4K———
Smith, Moore & Co.
N/A—8,836-8,836-100%$570.8K———
Citadel Advisors LLC
N/A—8,443-8,443-100%$545.4K———
Denali Advisors LLC
N/A—8,267-8,267-100%$534.0K———
Crestmont Private Wealth LLC
N/A—7,246-7,246-100%$468.1K———
Rockefeller Capital Management L.P.
N/A—7,158-7,158-100%$462.5K———
Cresset Asset Management, LLC
N/A—6,943-6,943-100%$448.5K———
Beacon Bridge Wealth Partners, LLC
N/A—6,406-6,406-100%$413.8K———
Focus Partners Advisor Solutions, LLC
N/A—6,284-6,284-100%$405.9K———
MAI Capital Management
N/A—6,245-6,245-100%$403.5K———
Kera Capital Partners, Inc.
N/A—6,207-6,207-100%$401.0K———
Belpointe Asset Management LLC
N/A—6,181-6,181-100%$399.3K———
Allied Private Wealth LLC
N/A—5,619-5,619-100%$355.4K———
Ethos Financial Group, LLC
N/A—5,338-5,338-100%$338.6K———
Fiera Capital Corp
N/A—5,312-5,312-100%$343.2K———
Renaissance Technologies LLC
N/A—5,298-5,298-100%$342.3K———
Trexquant Investment LP
N/A—5,167-5,167-100%$333.8K———
OneAscent Family Office, LLC
N/A—5,054-5,054-100%$326.5K———
CIBC World Market Inc.
N/A—4,813-4,813-100%$310.9K———
Neuberger Berman Group LLC
N/A—4,743-4,743-100%$306.4K———
Private Advisor Group, LLC
N/A—4,669-4,669-100%$301.6K———
Caitlin John, LLC
N/A—4,574-4,574-100%$295.5K———
BFC Planning, Inc.
N/A—4,424-4,424-100%$285.8K———
Blair William & Co
N/A—4,342-4,342-100%$280.5K———
Bedel Financial Consulting, Inc.
N/A—3,967-3,967-100%$256.3K———
Northern Trust Corp
N/A—3,537-3,537-100%$228.5K———
Kastel Capital Advisors, LLC
N/A—3,394-3,394-100%$268.0K———
Dynasty Wealth Management, LLC
N/A—3,383-3,383-100%$218.5K———
Noble Wealth Partners LLC
N/A—3,338-3,338-100%$215.7K———
Oxbow Advisors, LLC
N/A—3,227-3,227-100%$208.5K———
OneDigital Investment Advisors LLC
N/A—3,160-3,160-100%$204.1K———
Qube Research & Technologies Ltd
N/A—2,496-2,496-100%$161.2K———
Aptus Capital Advisors, LLC
N/A—2,190-2,190-100%$141.5K———
Federation des caisses Desjardins du Quebec
N/A—2,025-2,025-100%$130.8K———
Steward Partners Investment Advisory, LLC
N/A—1,935-1,935-100%$125.0K———
Huntington National Bank
N/A—1,836-1,836-100%$118.6K———
Wellington-Altus USA Inc.
N/A—1,455-1,455-100%$114.9K———
FMR LLC
N/A—1,339-1,339-100%$86.5K———
Regatta Research & Money Management
N/A—1,271-1,271-100%$82.0K———
Smartleaf Asset Management LLC
N/A—900-900-100%$58.3K———
National Bank of Canada
N/A—611-611-100%$39.5K———
Allworth Financial LP
N/A—574-574-100%$37.1K———
Harbour Investments, Inc.
N/A—540-540-100%$34.9K———
IFG Advisory, LLC
N/A—481-481-100%$31.1K———
Global Retirement Partners, LLC
N/A—393-393-100%$25.4K———
Group One Trading LLC
N/A—211-211-100%$13.6K———
Copia Wealth Management
N/A—162-162-100%$10.5K———
Luminist Capital LLC
N/A—150-150-100%$9.7K———
Mark Sheptoff Financial Planning, LLC
N/A—150-150-100%$9.7K———
Orion Capital Management LLC
N/A—95-95-100%$6.1K———
Fiduciary Financial Advisors
N/A—77-77-100%$4.9K———
Howe & Rusling Inc
N/A—45-45-100%$2.9K———
Clearstead Advisors, LLC
N/A—25-25-100%$1.6K———
Continuum Advisory, LLC
N/A—23-23-100%$1.5K———
PNC Financial Services Group, Inc.
N/A—19-19-100%$1.2K———
Synergy Investment Management, LLC
N/A—10-10-100%$646———
Mcguire Capital Advisors Inc
N/A—9-9-100%$581———
Vision Retirement, LLC
N/A—3-3-100%$194———
Showing 230 of 230 institutions