IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Core Msci Europe ETF (IEUR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
WestEnd Advisors, LLC
INCREASED
Shares4,933,437 from 4,841,845
Change+91,592 (+2%)
Value$363.6M (-$367.2K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares2,548,437 from 2,543,078
Change+5,359 (+0%)
Value$187.8M (-$3.3M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares2,512,940 from 2,550,620
Change-37,680 (-1%)
Value$185.2M (-$6.5M)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares1,325,864 from 2,327,496
Change-1,001,632 (-43%)
Value$97.7M (-$77.2M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,271,201 from 1,206,942
Change+64,259 (+5%)
Value$93.7M (+$3.0M)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares1,030,487 from 45,391
Change+985,096 (+2170%)
Value$75.9M (+$72.5M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares1,000,016 from 982,923
Change+17,093 (+2%)
Value$73.7M (-$185.1K)
Filed 2026-10-14
Roberts Financial Services LLC
INCREASED
Shares823,927 from 822,766
Change+1,161 (+0%)
Value$60.7M (-$1.1M)
Filed 2026-10-23
GenTrust, LLC
DECREASED
Shares619,029 from 621,869
Change-2,840 (0%)
Value$45.6M (-$1.1M)
Filed 2026-11-06
True Private Wealth Advisors
INCREASED
Shares548,241 from 541,317
Change+6,924 (+1%)
Value$40.4M (-$285.4K)
Filed 2026-10-19
Americana Partners, LLC
INCREASED
Shares540,312 from 500,648
Change+39,664 (+8%)
Value$39.8M (+$2.2M)
Filed 2026-10-28
MV Capital Management, Inc.
DECREASED
Shares449,605 from 491,247
Change-41,642 (-8%)
Value$33.1M (-$3.8M)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares447,812 from 458,107
Change-10,295 (-2%)
Value$33.0M (-$1.4M)
Filed 2026-11-06
Stonebridge Financial Group, LLC
NEW
Shares384,017
Change+384,017
Value$28.3M
Filed 2026-10-01
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares376,182 from 338,041
Change+38,141 (+11%)
Value$28.1M (+$2.8M)
Filed 2026-10-29
Es4, LLC
UNCHANGED
Shares366,091 from 366,091
Change0 (0%)
Value$27.0M (-$538.2K)
Filed 2026-11-09
Smithfield Trust Co
DECREASED
Shares348,370 from 348,812
Change-442 (0%)
Value$25.7M (-$539.0K)
Filed 2026-11-09
Confluence Investment Management LLC
INCREASED
Shares275,800 from 229,242
Change+46,558 (+20%)
Value$20.3M (+$3.1M)
Filed 2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED
Shares274,577 from 276,032
Change-1,455 (-1%)
Value$20.2M (-$513.0K)
Filed 2026-10-20
Altman Advisors, Inc.
DECREASED
Shares264,167 from 265,639
Change-1,472 (-1%)
Value$19.5M (-$499.0K)
Filed 2026-11-05
Garde Capital, Inc.
DECREASED
Shares257,099 from 262,598
Change-5,499 (-2%)
Value$18.9M (-$791.3K)
Filed 2026-10-29
AlphaStar Capital Management, LLC
INCREASED
Shares238,787 from 209,997
Change+28,790 (+14%)
Value$17.6M (+$1.8M)
Filed 2026-10-16
HighTower Advisors, LLC
INCREASED
Shares225,495 from 225,394
Change+101 (+0%)
Value$16.6M (-$323.8K)
Filed 2026-11-10
Creative Planning
INCREASED
Shares209,880 from 204,382
Change+5,498 (+3%)
Value$15.5M (+$104.7K)
Filed 2026-11-02
Tanager Wealth Management LLP
INCREASED
Shares207,312 from 175,982
Change+31,330 (+18%)
Value$15.3M (+$2.1M)
Filed 2026-10-19
Amundi
INCREASED
Shares168,909 from 147,419
Change+21,490 (+15%)
Value$12.4M (+$1.4M)
Filed 2026-11-06
Fisher Asset Management, LLC
DECREASED
Shares135,581 from 139,408
Change-3,827 (-3%)
Value$10.0M (-$486.9K)
Filed 2026-11-06
Integris Wealth Management, LLC
DECREASED
Shares133,208 from 134,183
Change-975 (-1%)
Value$9.8M (-$269.1K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares131,628 from 128,564
Change+3,064 (+2%)
Value$9.7M (+$36.8K)
Filed 2026-10-14
True Link Financial Advisors, LLC
UNCHANGED
Shares127,792 from 127,792
Change0 (0%)
Value$9.4M (-$187.9K)
Filed 2026-10-27
Meridian Management Co
DECREASED
Shares121,058 from 124,385
Change-3,327 (-3%)
Value$8.9M (-$428.0K)
Filed 2026-11-06
Consilium Wealth Advisory, LLC
DECREASED
Shares118,801 from 118,876
Change-75 (0%)
Value$8.8M (-$180.3K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares113,157 from 113,477
Change-320 (0%)
Value$8.3M (-$190.4K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares96,336 from 103,561
Change-7,225 (-7%)
Value$7.1M (-$684.8K)
Filed 2026-11-06
AlTi Global, Inc.
UNCHANGED
Shares92,731 from 92,731
Change0 (0%)
Value$6.8M (-$136.3K)
Filed 2026-11-09
AtlasMark Financial, Inc
INCREASED
Shares90,275 from 86,589
Change+3,686 (+4%)
Value$6.7M (+$144.4K)
Filed 2026-10-13
Industrial Alliance Investment Management Inc.
INCREASED
Shares88,971 from 62,237
Change+26,734 (+43%)
Value$6.6M (+$1.9M)
Filed 2026-10-29
Acima Private Wealth, LLC
DECREASED
Shares86,169 from 86,471
Change-302 (0%)
Value$6.4M (-$149.4K)
Filed 2026-10-05
Pictet North America Advisors SA
INCREASED
Shares70,762 from 68,531
Change+2,231 (+3%)
Value$5.2M (+$63.7K)
Filed 2026-10-21
AMG National Trust Bank
DECREASED
Shares61,118 from 61,377
Change-259 (0%)
Value$4.5M (-$109.3K)
Filed 2026-11-05
Bessemer Group Inc
INCREASED
Shares60,111 from 58,097
Change+2,014 (+3%)
Value$4.4M (+$62.0K)
Filed 2026-11-09
Atlas Capital Advisors Inc.
INCREASED
Shares54,438 from 49,767
Change+4,671 (+9%)
Value$6.2K (-$3.7M)
Filed 2026-11-09
Lido Advisors, LLC
DECREASED
Shares54,313 from 54,564
Change-251 (0%)
Value$4.0M (-$98.7K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares51,613 from 58,938
Change-7,325 (-12%)
Value$3.8M (-$590.3K)
Filed 2026-11-04
Arista Wealth Management, LLC
INCREASED
Shares50,731 from 50,665
Change+66 (+0%)
Value$3.7M (-$69.6K)
Filed 2026-10-29
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares50,375 from 49,715
Change+660 (+1%)
Value$3.7M (-$24.4K)
Filed 2026-10-15
Midwest Trust Co
NEW
Shares50,366
Change+50,366
Value$3.7M
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares49,050 from 55,993
Change-6,943 (-12%)
Value$3.6M (-$594.0K)
Filed 2026-11-05
Belpointe Asset Management LLC
DECREASED
Shares45,134 from 45,178
Change-44 (0%)
Value$3.3M (-$69.7K)
Filed 2026-11-09
Wealthfront Advisers LLC
DECREASED
Shares43,744 from 46,752
Change-3,008 (-6%)
Value$3.2M (-$290.4K)
Filed 2026-11-09
Israel Discount Bank of New York
INCREASED
Shares43,381 from 42,182
Change+1,199 (+3%)
Value$3.2M (+$26.4K)
Filed 2026-10-14
Buska Wealth Management, LLC
DECREASED
Shares42,607 from 84,808
Change-42,201 (-50%)
Value$3.1M (-$3.2M)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares41,321 from 55,827
Change-14,506 (-26%)
Value$3.0M (-$1.2M)
Filed 2026-10-23
Willis Johnson Wealth, Inc.
DECREASED
Shares40,703 from 43,286
Change-2,583 (-6%)
Value$3.0M (-$254.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares40,268 from 40,673
Change-405 (-1%)
Value$2.6M (-$134.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares37,839 from 39,414
Change-1,575 (-4%)
Value$2.8M (-$174.0K)
Filed 2026-11-02
Penobscot Wealth Management
INCREASED
Shares37,328 from 35,145
Change+2,183 (+6%)
Value$2.8M (+$109.2K)
Filed 2026-10-21
Richardson Financial Services Inc.
DECREASED
Shares35,627 from 37,657
Change-2,030 (-5%)
Value$2.6M (-$205.0K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares32,350 from 30,933
Change+1,417 (+5%)
Value$2.4M (+$59.0K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares31,391 from 31,667
Change-276 (-1%)
Value$2.3M (-$66.9K)
Filed 2026-11-02
Dogwood Wealth Management LLC
DECREASED
Shares31,252 from 32,008
Change-756 (-2%)
Value$2.3M (-$102.8K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
DECREASED
Shares30,703 from 31,252
Change-549 (-2%)
Value$2.3M (-$86.4K)
Filed 2026-11-09
Park Avenue Securities LLC
DECREASED
Shares29,673 from 243,039
Change-213,366 (-88%)
Value$2.2M (-$16.1M)
Filed 2026-10-26
Burton Enright Welch
DECREASED
Shares28,672 from 28,911
Change-239 (-1%)
Value$2.1M (-$60.1K)
Filed 2026-11-04
Harrell Investment Partners, LLC
INCREASED
Shares28,153 from 23,427
Change+4,726 (+20%)
Value$2.1M (+$313.9K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares28,003 from 25,078
Change+2,925 (+12%)
Value$2.1M (+$178.8K)
Filed 2026-11-02
Peck Wealth Management, LLC
UNCHANGED
Shares27,045 from 27,045
Change0 (0%)
Value$2.0M (-$39.8K)
Filed 2026-10-29
Roan Capital Partners
DECREASED
Shares26,426 from 26,653
Change-227 (-1%)
Value$1.9M (-$55.9K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,323 from 31,916
Change-6,593 (-21%)
Value$1.9M (-$533.0K)
Filed 2026-11-02
Ameraudi Asset Management, Inc.
UNCHANGED
Shares25,143 from 25,143
Change0 (0%)
Value$1.9M (-$37.0K)
Filed 2026-11-05
Banco Santander, S.A.
INCREASED
Shares24,711 from 21,811
Change+2,900 (+13%)
Value$1.8M (+$181.7K)
Filed 2026-11-10
Kestra Advisory Services, LLC
INCREASED
Shares22,891 from 18,521
Change+4,370 (+24%)
Value$1.7M (+$294.9K)
Filed 2026-11-02
Genesee Capital Advisors, LLC
DECREASED
Shares22,727 from 23,744
Change-1,017 (-4%)
Value$1.7M (-$109.9K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares22,490 from 22,490
Change0 (0%)
Value$1.7M (-$33.1K)
Filed 2026-10-23
Verdence Capital Advisors LLC
DECREASED
Shares22,139 from 23,235
Change-1,096 (-5%)
Value$1.6M (-$114.9K)
Filed 2026-10-26
Orba Wealth Advisors, L.L.C.
INCREASED
Shares21,801 from 20,375
Change+1,426 (+7%)
Value$1.6M (+$75.1K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares21,771 from 21,766
Change+5 (+0%)
Value$1.6M (-$31.6K)
Filed 2026-10-13
Mccarter Private Wealth Services LLC
DECREASED
Shares21,600 from 22,086
Change-486 (-2%)
Value$1.6M (-$68.3K)
Filed 2026-10-22
Versant Capital Management, Inc
UNCHANGED
Shares21,392 from 21,392
Change0 (0%)
Value$1.6M (-$31.4K)
Filed 2026-10-02
Sharper & Granite LLC
INCREASED
Shares20,620 from 20,395
Change+225 (+1%)
Value$1.4M (-$84.1K)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares20,419 from 20,709
Change-290 (-1%)
Value$1.5M (-$51.8K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares20,200 from 23,082
Change-2,882 (-12%)
Value$1.5M (-$246.3K)
Filed 2026-10-09
Bank of Montreal
INCREASED
Shares20,029 from 19,364
Change+665 (+3%)
Value$1.5M (+$20.5K)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
DECREASED
Shares19,963 from 41,378
Change-21,415 (-52%)
Value$1.5M (-$1.6M)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares19,941 from 20,180
Change-239 (-1%)
Value$1.5M (-$47.3K)
Filed 2026-10-28
Brighton Jones LLC
DECREASED
Shares19,559 from 19,588
Change-29 (0%)
Value$1.4M (-$30.9K)
Filed 2026-11-03
Lakeshore Capital Group, Inc.
INCREASED
Shares19,060 from 18,016
Change+1,044 (+6%)
Value$1.4M (+$50.5K)
Filed 2026-10-20
Picton Mahoney Asset Management
INCREASED
Shares17,960 from 15,960
Change+2,000 (+13%)
Value$1.3M (+$123.9K)
Filed 2026-11-09
Invested Advisors
INCREASED
Shares17,850 from 15,262
Change+2,588 (+17%)
Value$1.3M (+$168.3K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares17,632 from 7,519
Change+10,113 (+135%)
Value$1.3M (+$734.3K)
Filed 2026-10-23
Vontobel Holding Ltd.
DECREASED
Shares17,553 from 17,677
Change-124 (-1%)
Value$1.3M (-$35.1K)
Filed 2026-10-16
Viewpoint Capital Management LLC
INCREASED
Shares17,430 from 16,740
Change+690 (+4%)
Value$1.3M (+$46.5K)
Filed 2026-10-27
WBH Advisory Inc
DECREASED
Shares16,850 from 51,313
Change-34,463 (-67%)
Value$1.2M (-$2.6M)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares16,299 from 12,968
Change+3,331 (+26%)
Value$1.2M (+$226.4K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
NEW
Shares15,774
Change+15,774
Value$1.2M
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED
Shares15,750 from 16,129
Change-379 (-2%)
Value$1.2M (-$51.6K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares15,697 from 15,664
Change+33 (+0%)
Value$1.2M (-$20.6K)
Filed 2026-10-28
J2 Capital Management Inc
INCREASED
Shares14,656 from 9,048
Change+5,608 (+62%)
Value$1.1M (+$400.0K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
INCREASED
Shares14,232 from 14,220
Change+12 (+0%)
Value$1.0M (-$20.0K)
Filed 2026-11-05
Arkansas Financial Group, Inc.
INCREASED
Shares13,915 from 13,396
Change+519 (+4%)
Value$1.0M (+$18.6K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares13,849 from 14,486
Change-637 (-4%)
Value$1.0M (-$68.2K)
Filed 2026-10-30
AIA Group Ltd
UNCHANGED
Shares13,685 from 13,685
Change0 (0%)
Value$1.0M (-$20.1K)
Filed 2026-10-30
Dara Capital US, Inc.
UNCHANGED
Shares12,890 from 12,890
Change0 (0%)
Value$950.0K (-$18.9K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares12,504 from 12,125
Change+379 (+3%)
Value$921.6K (+$10.1K)
Filed 2026-10-08
Presilium Private Wealth, LLC
INCREASED
Shares12,462 from 12,260
Change+202 (+2%)
Value$918.4K (-$3.1K)
Filed 2026-10-26
First Citizens Bank & Trust Co
INCREASED
Shares12,335 from 10,225
Change+2,110 (+21%)
Value$909.1K (+$140.5K)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
DECREASED
Shares12,184 from 12,424
Change-240 (-2%)
Value$897.9K (-$36.0K)
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares12,002 from 10,812
Change+1,190 (+11%)
Value$884.5K (+$71.8K)
Filed 2026-10-20
Barings LLC
UNCHANGED
Shares11,982 from 11,982
Change0 (0%)
Value$883.1K (-$17.6K)
Filed 2026-10-22
BFI Infinity Ltd.
DECREASED
Shares11,976 from 12,027
Change-51 (0%)
Value$882.6K (-$21.4K)
Filed 2026-10-16
Syntax Research, Inc.
DECREASED
Shares11,628 from 29,559
Change-17,931 (-61%)
Value$857.0K (-$1.4M)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares11,627 from 11,222
Change+405 (+4%)
Value$856.9K (+$13.4K)
Filed 2026-11-06
Avaii Wealth Management, LLC
INCREASED
Shares11,221 from 7,354
Change+3,867 (+53%)
Value$823.6K (+$270.8K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares9,873 from 8,994
Change+879 (+10%)
Value$727.7K (+$51.6K)
Filed 2026-10-16
Harbour Capital Advisors, LLC
DECREASED
Shares9,570 from 10,820
Change-1,250 (-12%)
Value$705.3K (-$107.6K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares9,474 from 9,474
Change0 (0%)
Value$698.3K (-$13.9K)
Filed 2026-10-22
Wedmont Private Capital
UNCHANGED
Shares9,391 from 9,391
Change0 (0%)
Value$681.6K (-$23.9K)
Filed 2026-10-09
Waystone Advisors LLC
UNCHANGED
Shares9,369 from 9,369
Change0 (0%)
Value$704.3K ($0)
Filed 2026-10-16
Rossby Financial, LCC
DECREASED
Shares9,185 from 11,289
Change-2,104 (-19%)
Value$676.9K (-$171.7K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
NEW
Shares8,995
Change+8,995
Value$657.2K
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED
Shares8,589 from 14,543
Change-5,954 (-41%)
Value$633.0K (-$460.2K)
Filed 2026-10-23
Ahara Advisors LLC
UNCHANGED
Shares8,343 from 8,343
Change0 (0%)
Value$614.9K (-$12.3K)
Filed 2026-10-29
Watershed Private Wealth LLC
DECREASED
Shares7,766 from 7,844
Change-78 (-1%)
Value$572.4K (-$17.3K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares7,225 from 7,175
Change+50 (+1%)
Value$532.5K (-$6.9K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
DECREASED
Shares6,963 from 7,000
Change-37 (-1%)
Value$513.2K (-$13.0K)
Filed 2026-10-05
Soltis Investment Advisors LLC
INCREASED
Shares6,711 from 6,697
Change+14 (+0%)
Value$494.6K (-$8.8K)
Filed 2026-10-28
TFB Advisors LLC
DECREASED
Shares6,496 from 7,073
Change-577 (-8%)
Value$478.8K (-$52.9K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares6,482 from 6,923
Change-441 (-6%)
Value$477.7K (-$42.7K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares6,355 from 5,506
Change+849 (+15%)
Value$468.4K (+$54.5K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares6,145 from 6,251
Change-106 (-2%)
Value$452.9K (-$17.0K)
Filed 2026-10-15
Cordoba Advisory Partners LLC
INCREASED
Shares6,140 from 5,178
Change+962 (+19%)
Value$452.5K (+$63.3K)
Filed 2026-10-19
Beverly Hills Private Wealth, LLC
DECREASED
Shares6,136 from 6,328
Change-192 (-3%)
Value$452.2K (-$23.5K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares6,131 from 6,027
Change+104 (+2%)
Value$451.9K (-$1.2K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares5,608 from 5,608
Change0 (0%)
Value$413.3K (-$8.2K)
Filed 2026-10-27
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares5,602 from 5,566
Change+36 (+1%)
Value$412.9K (-$5.5K)
Filed 2026-11-03
Argent Trust Co
DECREASED
Shares5,520 from 5,557
Change-37 (-1%)
Value$406.8K (-$10.9K)
Filed 2026-11-09
Sowell Financial Services LLC
DECREASED
Shares5,428 from 6,065
Change-637 (-10%)
Value$400.1K (-$55.8K)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares5,308
Change+5,308
Value$391.2K
Filed 2026-10-28
Evanson Financial, LLC
UNCHANGED
Shares5,217 from 5,217
Change0 (0%)
Value$384.5K (-$7.7K)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares5,184 from 6,194
Change-1,010 (-16%)
Value$382.1K (-$83.5K)
Filed 2026-11-06
Retirement Planning Group, LLC
UNCHANGED
Shares4,914 from 4,914
Change0 (0%)
Value$362.2K (-$7.2K)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED
Shares4,886 from 4,886
Change0 (0%)
Value$360.1K (-$7.2K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares4,881 from 4,881
Change0 (0%)
Value$366.8K ($0)
Filed 2026-10-26
Forum Financial Management, LP
UNCHANGED
Shares4,795 from 4,795
Change0 (0%)
Value$353.4K (-$7.0K)
Filed 2026-10-16
Sapient Capital LLC
UNCHANGED
Shares4,786 from 4,786
Change0 (0%)
Value$352.7K (-$7.0K)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,767 from 4,594
Change+173 (+4%)
Value$346.0K (+$1.4K)
Filed 2026-10-13
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares4,766 from 4,066
Change+700 (+17%)
Value$351.0K (+$46.0K)
Filed 2026-11-02
Columbus Macro, LLC
UNCHANGED
Shares4,722 from 4,722
Change0 (0%)
Value$348.0K (-$6.9K)
Filed 2026-10-14
Destiny Wealth Partners, LLC
DECREASED
Shares4,666 from 4,682
Change-16 (0%)
Value$349.0K (-$10.1K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares4,529 from 15,732
Change-11,203 (-71%)
Value$338.9K (-$846.0K)
Filed 2026-11-03
PlanVest Financial, Inc
INCREASED
Shares4,524 from 4,513
Change+11 (+0%)
Value$333.4K (-$5.8K)
Filed 2026-11-09
OpenArc Corporate Advisory, LLC
INCREASED
Shares4,311 from 2,970
Change+1,341 (+45%)
Value$317.7K (+$94.5K)
Filed 2026-10-21
Endowment Wealth Management, Inc.
DECREASED
Shares4,302 from 6,132
Change-1,830 (-30%)
Value$317.1K (-$143.9K)
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$316.9K (-$6.3K)
Filed 2026-11-03
SevenBridge Financial Group, LLC
UNCHANGED
Shares4,281 from 4,281
Change0 (0%)
Value$316.8K (-$18.5K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,179 from 4,179
Change0 (0%)
Value$308.0K (-$6.1K)
Filed 2026-10-23
First National Trust Co
NEW
Shares4,158
Change+4,158
Value$306.4K
Filed 2026-10-28
Yoffe Investment Management, LLC
UNCHANGED
Shares4,148 from 4,148
Change0 (0%)
Value$305.7K (-$6.1K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
UNCHANGED
Shares4,146 from 4,146
Change0 (0%)
Value$305.6K (-$6.1K)
Filed 2026-10-27
Highland Capital Management, LLC
DECREASED
Shares4,128 from 4,578
Change-450 (-10%)
Value$304.2K (-$39.9K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares4,034 from 4,573
Change-539 (-12%)
Value$297.3K (-$46.4K)
Filed 2026-11-06
Avise Financial Cooperative, Inc.
DECREASED
Shares4,020 from 4,188
Change-168 (-4%)
Value$296.3K (-$18.5K)
Filed 2026-11-09
Councilor Wealth, LLC
UNCHANGED
Shares4,003 from 4,003
Change0 (0%)
Value$295.1K (-$5.9K)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares3,989 from 4,423
Change-434 (-10%)
Value$294.0K (-$38.5K)
Filed 2026-11-04
Liberty Capital Management, Inc.
UNCHANGED
Shares3,958 from 3,958
Change0 (0%)
Value$291.7K (-$5.8K)
Filed 2026-11-02
Facet Wealth, Inc.
NEW
Shares3,926
Change+3,926
Value$289.4K
Filed 2026-11-04
Signal Advisors Wealth, LLC
DECREASED
Shares3,879 from 5,845
Change-1,966 (-34%)
Value$285.9K (-$153.5K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares3,862 from 4,011
Change-149 (-4%)
Value$284.6K (-$16.9K)
Filed 2026-10-23
Meridian Wealth Management, LLC
UNCHANGED
Shares3,693 from 3,693
Change0 (0%)
Value$272.2K (-$5.4K)
Filed 2026-11-05
Alterna Wealth Management, Inc
UNCHANGED
Shares3,685 from 3,685
Change0 (0%)
Value$271.6K (-$5.4K)
Filed 2026-10-27
Silverlake Wealth Management LLC
DECREASED
Shares3,591 from 11,185
Change-7,594 (-68%)
Value$264.7K (-$576.1K)
Filed 2026-10-21
Augustine Asset Management Inc
DECREASED
Shares3,515 from 3,550
Change-35 (-1%)
Value$259.1K (-$7.8K)
Filed 2026-10-13
Asset Management One Co., Ltd.
INCREASED
Shares3,370 from 2,021
Change+1,349 (+67%)
Value$248.4K (+$96.5K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,276 from 3,446
Change-170 (-5%)
Value$241.4K (-$17.6K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares3,232 from 3,246
Change-14 (0%)
Value$238.2K (-$5.8K)
Filed 2026-11-03
Activest Wealth Management
NEW
Shares3,065
Change+3,065
Value$225.9K
Filed 2026-10-15
Brookstone Capital Management
NEW
Shares3,060
Change+3,060
Value$225.5K
Filed 2026-10-22
Harbour Investments, Inc.
DECREASED
Shares3,052 from 6,639
Change-3,587 (-54%)
Value$224.9K (-$274.1K)
Filed 2026-11-09
LVW Advisors, LLC
NEW
Shares3,008
Change+3,008
Value$221.7K
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares2,984 from 2,545
Change+439 (+17%)
Value$224.3K (+$33.0K)
Filed 2026-11-06
Perigon Wealth Management, LLC
DECREASED
Shares2,953 from 3,025
Change-72 (-2%)
Value$217.6K (-$9.8K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares2,897 from 2,897
Change0 (0%)
Value$213.5K (-$4.3K)
Filed 2026-10-05
Ritholtz Wealth Management
DECREASED
Shares2,883 from 3,666
Change-783 (-21%)
Value$212.5K (-$63.1K)
Filed 2026-11-05
Cooper S Advisors, LLC
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$208.9K (-$4.2K)
Filed 2026-11-03
Citizens Financial Group Inc
UNCHANGED
Shares2,749 from 2,749
Change0 (0%)
Value$202.6K (-$4.0K)
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares2,595 from 2,588
Change+7 (+0%)
Value$191.3K (-$3.3K)
Filed 2026-11-09
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$180.9K (-$3.6K)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$171.7K (-$3.4K)
Filed 2026-10-13
Cardiff Park Advisors, LLC
UNCHANGED
Shares2,189 from 2,189
Change0 (0%)
Value$161.3K (-$3.2K)
Filed 2026-11-09
Trust Co of Vermont
INCREASED
Shares1,746 from 1,674
Change+72 (+4%)
Value$128.7K (+$2.8K)
Filed 2026-10-21
Signaturefd, LLC
DECREASED
Shares1,301 from 1,373
Change-72 (-5%)
Value$95.9K (-$7.3K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$93.9K (-$1.9K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares1,269 from 1,583
Change-314 (-20%)
Value$95.2K (-$23.8K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares1,253 from 2,303
Change-1,050 (-46%)
Value$92.3K (-$80.8K)
Filed 2026-11-04
Finley Financial, LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$73.4K (-$2.5K)
Filed 2026-10-28
TFC Financial Management, Inc.
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$71.0K (-$1.4K)
Filed 2026-10-26
AlphaCore Capital LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$63.1K (-$1.3K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares849 from 810
Change+39 (+5%)
Value$61.6K (+$1.3K)
Filed 2026-10-16
First Command Advisory Services, Inc.
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$62.1K (-$1.2K)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$51.7K (-$1.0K)
Filed 2026-11-05
Pioneer Family Office, LLC
INCREASED
Shares689 from 604
Change+85 (+14%)
Value$50.8K (+$5.4K)
Filed 2026-10-30
Y.D. More Investments Ltd
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$50.4K (-$998)
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
NEW
Shares674
Change+674
Value$49.7K
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares652 from 515
Change+137 (+27%)
Value$48.1K (+$9.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares585 from 390
Change+195 (+50%)
Value$43.1K (+$13.8K)
Filed 2026-10-16
Coston, McIsaac & Partners
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$39.5K (-$497)
Filed 2026-11-06
Addison Advisors LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$37.2K (-$742)
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares504
Change+504
Value$37.1K
Filed 2026-11-06
IFG Advisory, LLC
DECREASED
Shares461 from 2,856
Change-2,395 (-84%)
Value$34.0K (-$180.7K)
Filed 2026-11-09
Hantz Financial Services, Inc.
INCREASED
Shares424 from 336
Change+88 (+26%)
Value$31.0K (+$31.0K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$26.2K (-$521)
Filed 2026-10-13
Godfrey Financial Associates, Inc.
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$25.9K (-$516)
Filed 2026-11-10
Gilpin Wealth Management, LLC
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$20.5K (-$409)
Filed 2026-10-09
Asset Dedication, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$19.8K (-$395)
Filed 2026-11-03
Armstrong Advisory Group, Inc
NEW
Shares259
Change+259
Value$19.1K
Filed 2026-10-09
Three Bridge Wealth Advisors, LLC
NEW
Shares200
Change+200
Value$14.7K
Filed 2026-11-05
Darwin Wealth Management, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$13.9K (-$278)
Filed 2026-11-09
Gables Capital Management Inc.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$13.3K (-$266)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares161 from 496
Change-335 (-68%)
Value$11.9K (-$25.4K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$11.4K (-$227)
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares147
Change+147
Value$10.8K
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares144 from 168
Change-24 (-14%)
Value$10.6K (-$2.0K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$9.6K (-$191)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$9.2K (-$183)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares122
Change+122
Value$9.0K
Filed 2026-10-21
NorthAvenue LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$7.8K (-$156)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares100
Change+100
Value$7.4K
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.4K (-$147)
Filed 2026-10-15
Planning Strategies Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$6.9K (-$138)
Filed 2026-10-02
Lanark Financial, Inc.
DECREASED
Shares84 from 87
Change-3 (-3%)
Value$6.2K (-$348)
Filed 2026-10-26
Bullock Wealth Management Group
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$5.7K (-$145)
Filed 2026-10-09
Birch Financial Group, LLC
NEW
Shares58
Change+58
Value$4.3K
Filed 2026-10-27
Foresight Capital Management Advisors, Inc.
NEW
Shares50
Change+50
Value$3.7K
Filed 2026-10-27
Meramec Financial Planners, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.6K (-$54)
Filed 2026-11-09
Cdkv Holdings LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.2K (-$45)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares27 from 28
Change-1 (-4%)
Value$2.0K (-$115)
Filed 2026-10-08
Daiwa Securities Group Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.0K (-$40)
Filed 2026-10-29
Hager Investment Management Services, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.5K (-$31)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares20 from 56
Change-36 (-64%)
Value$1.5K (-$2.7K)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.4K (-$28)
Filed 2026-10-15
Creative Capital Management Investments LLC
NEW
Shares17
Change+17
Value$1.3K
Filed 2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.0K (-$20)
Filed 2026-10-06
Compass Financial Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$147 (-$3)
Filed 2026-10-30
Holos Integrated Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$44 (-$1)
Filed 2026-10-23
Thrivent Financial for Lutherans
CLOSED
Shares0 from 139,284
Change-139,284 (-100%)
Value$0 (-$10.5M)
Filed 2026-11-05
Quartz Partners, LLC
CLOSED
Shares0 from 49,660
Change-49,660 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-03
Advisory Solutions Group, LLC
CLOSED
Shares0 from 18,605
Change-18,605 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
LVZ, Inc.
CLOSED
Shares0 from 17,793
Change-17,793 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Squarepoint Ops LLC
CLOSED
Shares0 from 10,347
Change-10,347 (-100%)
Value$0 (-$777.8K)
Filed 2026-11-09
Wealthgarden F.S. LLC
CLOSED
Shares0 from 7,034
Change-7,034 (-100%)
Value$0 (-$528.8K)
Filed 2026-11-09
RDA Financial Network
CLOSED
Shares0 from 6,380
Change-6,380 (-100%)
Value$0 (-$479.6K)
Filed 2026-10-15
Strategic Blueprint, LLC
CLOSED
Shares0 from 6,058
Change-6,058 (-100%)
Value$0 (-$455.4K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 5,768
Change-5,768 (-100%)
Value$0 (-$431.3K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 5,045
Change-5,045 (-100%)
Value$0 (-$379.2K)
Filed 2026-11-05
Flagship Private Wealth, LLC
CLOSED
Shares0 from 4,763
Change-4,763 (-100%)
Value$0 (-$358.0K)
Filed 2026-11-05
Avior Wealth Management, LLC
CLOSED
Shares0 from 4,313
Change-4,313 (-100%)
Value$0 (-$324.2K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 3,986
Change-3,986 (-100%)
Value$0 (-$299.6K)
Filed 2026-10-13
Cambiar Investors LLC
CLOSED
Shares0 from 3,813
Change-3,813 (-100%)
Value$0 (-$286.6K)
Filed 2026-11-04
Vise Technologies, Inc.
CLOSED
Shares0 from 3,739
Change-3,739 (-100%)
Value$0 (-$281.0K)
Filed 2026-10-29
Two West Capital Advisors LLC
CLOSED
Shares0 from 3,681
Change-3,681 (-100%)
Value$0 (-$273.6K)
Filed 2026-10-15
Claro Advisors Inc.
CLOSED
Shares0 from 3,619
Change-3,619 (-100%)
Value$0 (-$272.1K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 3,337
Change-3,337 (-100%)
Value$0 (-$250.8K)
Filed 2026-11-05
LongView Wealth Management
CLOSED
Shares0 from 3,205
Change-3,205 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-19
ADG Wealth Management Group, LLC
CLOSED
Shares0 from 2,985
Change-2,985 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-23
Cpwa, LLC
CLOSED
Shares0 from 2,795
Change-2,795 (-100%)
Value$0 (-$210.1K)
Filed 2026-11-04
Calamos Wealth Management LLC
CLOSED
Shares0 from 2,715
Change-2,715 (-100%)
Value$0 (-$204.1K)
Filed 2026-11-02
Certuity, LLC
CLOSED
Shares0 from 2,702
Change-2,702 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$165.1K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$36.8K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 391
Change-391 (-100%)
Value$0 (-$29.1K)
Filed 2026-11-02
Signature Equity Partners, LLC
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$19.4K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-06
Park Place Capital Corp
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-09
Bank of America Corp
N/A
Shares— from 9,022,375
Change-9,022,375 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,938,682
Change-8,938,682 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,762,775
Change-8,762,775 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,870,602
Change-5,870,602 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,111,786
Change-4,111,786 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 3,619,965
Change-3,619,965 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,044,648
Change-3,044,648 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,729,606
Change-2,729,606 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,914,453
Change-1,914,453 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,365,137
Change-1,365,137 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,299,788
Change-1,299,788 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,265,815
Change-1,265,815 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,117,770
Change-1,117,770 (-100%)
Value—
UBS Group AG
N/A
Shares— from 869,425
Change-869,425 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 819,522
Change-819,522 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 757,843
Change-757,843 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 742,154
Change-742,154 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 605,366
Change-605,366 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 507,004
Change-507,004 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 481,757
Change-481,757 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 481,445
Change-481,445 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 231,034
Change-231,034 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 221,073
Change-221,073 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 200,660
Change-200,660 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 197,699
Change-197,699 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 186,301
Change-186,301 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 185,590
Change-185,590 (-100%)
Value—
Betterment LLC
N/A
Shares— from 180,825
Change-180,825 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 180,530
Change-180,530 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 171,670
Change-171,670 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 170,256
Change-170,256 (-100%)
Value—
FIL Ltd
N/A
Shares— from 166,001
Change-166,001 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 160,306
Change-160,306 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 158,775
Change-158,775 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 149,589
Change-149,589 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 142,271
Change-142,271 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 140,400
Change-140,400 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 137,048
Change-137,048 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 122,578
Change-122,578 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 120,667
Change-120,667 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 116,343
Change-116,343 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 108,810
Change-108,810 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 107,970
Change-107,970 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 107,061
Change-107,061 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 103,969
Change-103,969 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 95,570
Change-95,570 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 89,694
Change-89,694 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 66,045
Change-66,045 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 65,347
Change-65,347 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 64,298
Change-64,298 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 63,818
Change-63,818 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,399
Change-63,399 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 59,727
Change-59,727 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 54,164
Change-54,164 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 53,016
Change-53,016 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 51,834
Change-51,834 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 51,284
Change-51,284 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 49,001
Change-49,001 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 45,952
Change-45,952 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 45,265
Change-45,265 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 45,023
Change-45,023 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 40,401
Change-40,401 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 39,957
Change-39,957 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 39,504
Change-39,504 (-100%)
Value—
Stephens Inc
N/A
Shares— from 38,454
Change-38,454 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 38,388
Change-38,388 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 38,044
Change-38,044 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,239
Change-37,239 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,212
Change-37,212 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 37,050
Change-37,050 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 36,580
Change-36,580 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 35,460
Change-35,460 (-100%)
Value—
FMR LLC
N/A
Shares— from 33,231
Change-33,231 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,213
Change-32,213 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 28,719
Change-28,719 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 27,705
Change-27,705 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 27,627
Change-27,627 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 27,046
Change-27,046 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 27,006
Change-27,006 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 26,820
Change-26,820 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,617
Change-26,617 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 26,290
Change-26,290 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,898
Change-25,898 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 25,605
Change-25,605 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 25,460
Change-25,460 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,141
Change-25,141 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,312
Change-24,312 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,827
Change-23,827 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 23,798
Change-23,798 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 22,873
Change-22,873 (-100%)
Value—
Invst, LLC
N/A
Shares— from 20,514
Change-20,514 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,288
Change-20,288 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,286
Change-18,286 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 16,679
Change-16,679 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,464
Change-16,464 (-100%)
Value—
Blair William & Co
N/A
Shares— from 16,314
Change-16,314 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 15,390
Change-15,390 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,983
Change-14,983 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,646
Change-14,646 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,739
Change-13,739 (-100%)
Value—
Calydon Capital
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 13,122
Change-13,122 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 12,134
Change-12,134 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,993
Change-10,993 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
&partners
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,629
Change-8,629 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,556
Change-8,556 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 8,553
Change-8,553 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,406
Change-8,406 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,689
Change-7,689 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,081
Change-7,081 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 880
Change-880 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 574
Change-574 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 402
Change-402 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 380
Change-380 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 365
Change-365 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 333
Change-333 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 294
Change-294 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 197
Change-197 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 81
Change-81 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19
Change-19 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
WestEnd Advisors, LLC
INCREASED4,933,4374,841,845+91,592+2%$364.0M$363.6M-$367.2K2026-10-27
Truist Financial Corp
INCREASED2,548,4372,543,078+5,359+0%$191.2M$187.8M-$3.3M2026-10-30
Assetmark, Inc
DECREASED2,512,9402,550,620-37,680-1%$191.7M$185.2M-$6.5M2026-10-21
LPL Financial LLC
DECREASED1,325,8642,327,496-1,001,632-43%$175.0M$97.7M-$77.2M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED1,271,2011,206,942+64,259+5%$90.7M$93.7M+$3.0M2026-11-03
US Bancorp \de\
INCREASED1,030,48745,391+985,096+2170%$3.4M$75.9M+$72.5M2026-11-05
Mather Group, Llc.
INCREASED1,000,016982,923+17,093+2%$73.9M$73.7M-$185.1K2026-10-14
Roberts Financial Services LLC
INCREASED823,927822,766+1,161+0%$61.8M$60.7M-$1.1M2026-10-23
GenTrust, LLC
DECREASED619,029621,869-2,8400%$46.7M$45.6M-$1.1M2026-11-06
True Private Wealth Advisors
INCREASED548,241541,317+6,924+1%$40.7M$40.4M-$285.4K2026-10-19
Americana Partners, LLC
INCREASED540,312500,648+39,664+8%$37.6M$39.8M+$2.2M2026-10-28
MV Capital Management, Inc.
DECREASED449,605491,247-41,642-8%$36.9M$33.1M-$3.8M2026-10-29
Deutsche Bank Ag\
DECREASED447,812458,107-10,295-2%$34.4M$33.0M-$1.4M2026-11-06
Stonebridge Financial Group, LLC
NEW384,017—+384,017——$28.3M—2026-10-01
Bank Julius Baer & Co. Ltd, Zurich
INCREASED376,182338,041+38,141+11%$25.3M$28.1M+$2.8M2026-10-29
Es4, LLC
UNCHANGED366,091366,09100%$27.5M$27.0M-$538.2K2026-11-09
Smithfield Trust Co
DECREASED348,370348,812-4420%$26.2M$25.7M-$539.0K2026-11-09
Confluence Investment Management LLC
INCREASED275,800229,242+46,558+20%$17.2M$20.3M+$3.1M2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED274,577276,032-1,455-1%$20.7M$20.2M-$513.0K2026-10-20
Altman Advisors, Inc.
DECREASED264,167265,639-1,472-1%$20.0M$19.5M-$499.0K2026-11-05
Garde Capital, Inc.
DECREASED257,099262,598-5,499-2%$19.7M$18.9M-$791.3K2026-10-29
AlphaStar Capital Management, LLC
INCREASED238,787209,997+28,790+14%$15.8M$17.6M+$1.8M2026-10-16
HighTower Advisors, LLC
INCREASED225,495225,394+101+0%$16.9M$16.6M-$323.8K2026-11-10
Creative Planning
INCREASED209,880204,382+5,498+3%$15.4M$15.5M+$104.7K2026-11-02
Tanager Wealth Management LLP
INCREASED207,312175,982+31,330+18%$13.2M$15.3M+$2.1M2026-10-19
Amundi
INCREASED168,909147,419+21,490+15%$11.1M$12.4M+$1.4M2026-11-06
Fisher Asset Management, LLC
DECREASED135,581139,408-3,827-3%$10.5M$10.0M-$486.9K2026-11-06
Integris Wealth Management, LLC
DECREASED133,208134,183-975-1%$10.1M$9.8M-$269.1K2026-10-14
Davenport & Co LLC
INCREASED131,628128,564+3,064+2%$9.7M$9.7M+$36.8K2026-10-14
True Link Financial Advisors, LLC
UNCHANGED127,792127,79200%$9.6M$9.4M-$187.9K2026-10-27
Meridian Management Co
DECREASED121,058124,385-3,327-3%$9.4M$8.9M-$428.0K2026-11-06
Consilium Wealth Advisory, LLC
DECREASED118,801118,876-750%$8.9M$8.8M-$180.3K2026-10-14
Atria Investments, Inc
DECREASED113,157113,477-3200%$8.5M$8.3M-$190.4K2026-10-15
PNC Financial Services Group, Inc.
DECREASED96,336103,561-7,225-7%$7.8M$7.1M-$684.8K2026-11-06
AlTi Global, Inc.
UNCHANGED92,73192,73100%$7.0M$6.8M-$136.3K2026-11-09
AtlasMark Financial, Inc
INCREASED90,27586,589+3,686+4%$6.5M$6.7M+$144.4K2026-10-13
Industrial Alliance Investment Management Inc.
INCREASED88,97162,237+26,734+43%$4.7M$6.6M+$1.9M2026-10-29
Acima Private Wealth, LLC
DECREASED86,16986,471-3020%$6.5M$6.4M-$149.4K2026-10-05
Pictet North America Advisors SA
INCREASED70,76268,531+2,231+3%$5.2M$5.2M+$63.7K2026-10-21
AMG National Trust Bank
DECREASED61,11861,377-2590%$4.6M$4.5M-$109.3K2026-11-05
Bessemer Group Inc
INCREASED60,11158,097+2,014+3%$4.4M$4.4M+$62.0K2026-11-09
Atlas Capital Advisors Inc.
INCREASED54,43849,767+4,671+9%$3.7M$6.2K-$3.7M2026-11-09
Lido Advisors, LLC
DECREASED54,31354,564-2510%$4.1M$4.0M-$98.7K2026-11-04
Prospera Financial Services Inc
DECREASED51,61358,938-7,325-12%$4.4M$3.8M-$590.3K2026-11-04
Arista Wealth Management, LLC
INCREASED50,73150,665+66+0%$3.8M$3.7M-$69.6K2026-10-29
Roof Eidam Maycock Peralta, LLC
INCREASED50,37549,715+660+1%$3.7M$3.7M-$24.4K2026-10-15
Midwest Trust Co
NEW50,366—+50,366——$3.7M—2026-10-22
Fifth Third Bancorp
DECREASED49,05055,993-6,943-12%$4.2M$3.6M-$594.0K2026-11-05
Belpointe Asset Management LLC
DECREASED45,13445,178-440%$3.4M$3.3M-$69.7K2026-11-09
Wealthfront Advisers LLC
DECREASED43,74446,752-3,008-6%$3.5M$3.2M-$290.4K2026-11-09
Israel Discount Bank of New York
INCREASED43,38142,182+1,199+3%$3.2M$3.2M+$26.4K2026-10-14
Buska Wealth Management, LLC
DECREASED42,60784,808-42,201-50%$6.4M$3.1M-$3.2M2026-10-08
Apollon Wealth Management, LLC
DECREASED41,32155,827-14,506-26%$4.2M$3.0M-$1.2M2026-10-23
Willis Johnson Wealth, Inc.
DECREASED40,70343,286-2,583-6%$3.3M$3.0M-$254.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED40,26840,673-405-1%$2.7M$2.6M-$134.6K2026-10-13
Commonwealth Equity Services, LLC
DECREASED37,83939,414-1,575-4%$3.0M$2.8M-$174.0K2026-11-02
Penobscot Wealth Management
INCREASED37,32835,145+2,183+6%$2.6M$2.8M+$109.2K2026-10-21
Richardson Financial Services Inc.
DECREASED35,62737,657-2,030-5%$2.8M$2.6M-$205.0K2026-10-30
Bank of New York Mellon Corp
INCREASED32,35030,933+1,417+5%$2.3M$2.4M+$59.0K2026-11-05
GC Wealth Management RIA, LLC
DECREASED31,39131,667-276-1%$2.4M$2.3M-$66.9K2026-11-02
Dogwood Wealth Management LLC
DECREASED31,25232,008-756-2%$2.4M$2.3M-$102.8K2026-11-09
Fortis Capital Advisors, LLC
DECREASED30,70331,252-549-2%$2.3M$2.3M-$86.4K2026-11-09
Park Avenue Securities LLC
DECREASED29,673243,039-213,366-88%$18.3M$2.2M-$16.1M2026-10-26
Burton Enright Welch
DECREASED28,67228,911-239-1%$2.2M$2.1M-$60.1K2026-11-04
Harrell Investment Partners, LLC
INCREASED28,15323,427+4,726+20%$1.8M$2.1M+$313.9K2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED28,00325,078+2,925+12%$1.9M$2.1M+$178.8K2026-11-02
Peck Wealth Management, LLC
UNCHANGED27,04527,04500%$2.0M$2.0M-$39.8K2026-10-29
Roan Capital Partners
DECREASED26,42626,653-227-1%$2.0M$1.9M-$55.9K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED25,32331,916-6,593-21%$2.4M$1.9M-$533.0K2026-11-02
Ameraudi Asset Management, Inc.
UNCHANGED25,14325,14300%$1.9M$1.9M-$37.0K2026-11-05
Banco Santander, S.A.
INCREASED24,71121,811+2,900+13%$1.6M$1.8M+$181.7K2026-11-10
Kestra Advisory Services, LLC
INCREASED22,89118,521+4,370+24%$1.4M$1.7M+$294.9K2026-11-02
Genesee Capital Advisors, LLC
DECREASED22,72723,744-1,017-4%$1.8M$1.7M-$109.9K2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED22,49022,49000%$1.7M$1.7M-$33.1K2026-10-23
Verdence Capital Advisors LLC
DECREASED22,13923,235-1,096-5%$1.7M$1.6M-$114.9K2026-10-26
Orba Wealth Advisors, L.L.C.
INCREASED21,80120,375+1,426+7%$1.5M$1.6M+$75.1K2026-10-23
Fiduciary Financial Group, LLC
INCREASED21,77121,766+5+0%$1.6M$1.6M-$31.6K2026-10-13
Mccarter Private Wealth Services LLC
DECREASED21,60022,086-486-2%$1.7M$1.6M-$68.3K2026-10-22
Versant Capital Management, Inc
UNCHANGED21,39221,39200%$1.6M$1.6M-$31.4K2026-10-02
Sharper & Granite LLC
INCREASED20,62020,395+225+1%$1.5M$1.4M-$84.1K2026-11-02
Simplicity Wealth,LLC
DECREASED20,41920,709-290-1%$1.6M$1.5M-$51.8K2026-10-23
Balefire, LLC
DECREASED20,20023,082-2,882-12%$1.7M$1.5M-$246.3K2026-10-09
Bank of Montreal
INCREASED20,02919,364+665+3%$1.5M$1.5M+$20.5K2026-11-09
Concurrent Investment Advisors, LLC
DECREASED19,96341,378-21,415-52%$3.1M$1.5M-$1.6M2026-10-16
Choreo, LLC
DECREASED19,94120,180-239-1%$1.5M$1.5M-$47.3K2026-10-28
Brighton Jones LLC
DECREASED19,55919,588-290%$1.5M$1.4M-$30.9K2026-11-03
Lakeshore Capital Group, Inc.
INCREASED19,06018,016+1,044+6%$1.4M$1.4M+$50.5K2026-10-20
Picton Mahoney Asset Management
INCREASED17,96015,960+2,000+13%$1.2M$1.3M+$123.9K2026-11-09
Invested Advisors
INCREASED17,85015,262+2,588+17%$1.1M$1.3M+$168.3K2026-10-23
HB Wealth Management, LLC
INCREASED17,6327,519+10,113+135%$565.2K$1.3M+$734.3K2026-10-23
Vontobel Holding Ltd.
DECREASED17,55317,677-124-1%$1.3M$1.3M-$35.1K2026-10-16
Viewpoint Capital Management LLC
INCREASED17,43016,740+690+4%$1.2M$1.3M+$46.5K2026-10-27
WBH Advisory Inc
DECREASED16,85051,313-34,463-67%$3.9M$1.2M-$2.6M2026-11-05
Visionary Wealth Advisors
INCREASED16,29912,968+3,331+26%$974.8K$1.2M+$226.4K2026-11-04
Integrity Advisory Solutions, LLC
NEW15,774—+15,774——$1.2M—2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED15,75016,129-379-2%$1.2M$1.2M-$51.6K2026-11-03
Cullen T Bankers, Inc.
INCREASED15,69715,664+33+0%$1.2M$1.2M-$20.6K2026-10-28
J2 Capital Management Inc
INCREASED14,6569,048+5,608+62%$680.1K$1.1M+$400.0K2026-10-19
Inman Jager Wealth Management, LLC
INCREASED14,23214,220+12+0%$1.1M$1.0M-$20.0K2026-11-05
Arkansas Financial Group, Inc.
INCREASED13,91513,396+519+4%$1.0M$1.0M+$18.6K2026-10-26
Ascent Group, LLC
DECREASED13,84914,486-637-4%$1.1M$1.0M-$68.2K2026-10-30
AIA Group Ltd
UNCHANGED13,68513,68500%$1.0M$1.0M-$20.1K2026-10-30
Dara Capital US, Inc.
UNCHANGED12,89012,89000%$968.9K$950.0K-$18.9K2026-10-29
Farther Finance Advisors, LLC
INCREASED12,50412,125+379+3%$911.5K$921.6K+$10.1K2026-10-08
Presilium Private Wealth, LLC
INCREASED12,46212,260+202+2%$921.6K$918.4K-$3.1K2026-10-26
First Citizens Bank & Trust Co
INCREASED12,33510,225+2,110+21%$768.6K$909.1K+$140.5K2026-10-14
Patriot Investment Management Group, Inc.
DECREASED12,18412,424-240-2%$933.9K$897.9K-$36.0K2026-10-15
Portfolio Resources Advisor Group, Inc.
INCREASED12,00210,812+1,190+11%$812.7K$884.5K+$71.8K2026-10-20
Barings LLC
UNCHANGED11,98211,98200%$900.7K$883.1K-$17.6K2026-10-22
BFI Infinity Ltd.
DECREASED11,97612,027-510%$904.1K$882.6K-$21.4K2026-10-16
Syntax Research, Inc.
DECREASED11,62829,559-17,931-61%$2.2M$857.0K-$1.4M2026-11-04
Moors & Cabot, Inc.
INCREASED11,62711,222+405+4%$843.6K$856.9K+$13.4K2026-11-06
Avaii Wealth Management, LLC
INCREASED11,2217,354+3,867+53%$552.8K$823.6K+$270.8K2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED9,8738,994+879+10%$676.1K$727.7K+$51.6K2026-10-16
Harbour Capital Advisors, LLC
DECREASED9,57010,820-1,250-12%$812.9K$705.3K-$107.6K2026-10-13
Badgley Phelps Wealth Managers, LLC
UNCHANGED9,4749,47400%$712.2K$698.3K-$13.9K2026-10-22
Wedmont Private Capital
UNCHANGED9,3919,39100%$705.5K$681.6K-$23.9K2026-10-09
Waystone Advisors LLC
UNCHANGED9,3699,36900%$704.3K$704.3K$02026-10-16
Rossby Financial, LCC
DECREASED9,18511,289-2,104-19%$848.6K$676.9K-$171.7K2026-11-05
Ashton Thomas Securities, LLC
NEW8,995—+8,995——$657.2K—2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED8,58914,543-5,954-41%$1.1M$633.0K-$460.2K2026-10-23
Ahara Advisors LLC
UNCHANGED8,3438,34300%$627.1K$614.9K-$12.3K2026-10-29
Watershed Private Wealth LLC
DECREASED7,7667,844-78-1%$589.6K$572.4K-$17.3K2026-10-30
Private Trust Co NA
INCREASED7,2257,175+50+1%$539.3K$532.5K-$6.9K2026-10-20
Rosenberg Matthew Hamilton
DECREASED6,9637,000-37-1%$526.2K$513.2K-$13.0K2026-10-05
Soltis Investment Advisors LLC
INCREASED6,7116,697+14+0%$503.4K$494.6K-$8.8K2026-10-28
TFB Advisors LLC
DECREASED6,4967,073-577-8%$531.7K$478.8K-$52.9K2026-11-02
Csenge Advisory Group
DECREASED6,4826,923-441-6%$520.4K$477.7K-$42.7K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED6,3555,506+849+15%$413.9K$468.4K+$54.5K2026-10-14
Blue Trust, Inc.
DECREASED6,1456,251-106-2%$469.9K$452.9K-$17.0K2026-10-15
Cordoba Advisory Partners LLC
INCREASED6,1405,178+962+19%$389.2K$452.5K+$63.3K2026-10-19
Beverly Hills Private Wealth, LLC
DECREASED6,1366,328-192-3%$475.6K$452.2K-$23.5K2026-11-04
Hoxton Planning & Management, LLC
INCREASED6,1316,027+104+2%$453.1K$451.9K-$1.2K2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED5,6085,60800%$421.6K$413.3K-$8.2K2026-10-27
Sanchez Gaunt Capital Management, LLC
INCREASED5,6025,566+36+1%$418.4K$412.9K-$5.5K2026-11-03
Argent Trust Co
DECREASED5,5205,557-37-1%$417.7K$406.8K-$10.9K2026-11-09
Sowell Financial Services LLC
DECREASED5,4286,065-637-10%$455.9K$400.1K-$55.8K2026-10-23
Partners Wealth Management, LLC
NEW5,308—+5,308——$391.2K—2026-10-28
Evanson Financial, LLC
UNCHANGED5,2175,21700%$392.2K$384.5K-$7.7K2026-10-23
Merit Financial Group, LLC
DECREASED5,1846,194-1,010-16%$465.6K$382.1K-$83.5K2026-11-06
Retirement Planning Group, LLC
UNCHANGED4,9144,91400%$369.4K$362.2K-$7.2K2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED4,8864,88600%$367.3K$360.1K-$7.2K2026-10-15
PKS Advisory Services, LLC
UNCHANGED4,8814,88100%$366.8K$366.8K$02026-10-26
Forum Financial Management, LP
UNCHANGED4,7954,79500%$360.4K$353.4K-$7.0K2026-10-16
Sapient Capital LLC
UNCHANGED4,7864,78600%$359.8K$352.7K-$7.0K2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED4,7674,594+173+4%$344.6K$346.0K+$1.4K2026-10-13
Harel Insurance Investments & Financial Services Ltd.
INCREASED4,7664,066+700+17%$305.0K$351.0K+$46.0K2026-11-02
Columbus Macro, LLC
UNCHANGED4,7224,72200%$355.0K$348.0K-$6.9K2026-10-14
Destiny Wealth Partners, LLC
DECREASED4,6664,682-160%$359.1K$349.0K-$10.1K2026-11-05
StoneX Group Inc.
DECREASED4,52915,732-11,203-71%$1.2M$338.9K-$846.0K2026-11-03
PlanVest Financial, Inc
INCREASED4,5244,513+11+0%$339.2K$333.4K-$5.8K2026-11-09
OpenArc Corporate Advisory, LLC
INCREASED4,3112,970+1,341+45%$223.3K$317.7K+$94.5K2026-10-21
Endowment Wealth Management, Inc.
DECREASED4,3026,132-1,830-30%$461.0K$317.1K-$143.9K2026-11-03
Parallel Advisors, LLC
UNCHANGED4,3004,30000%$323.2K$316.9K-$6.3K2026-11-03
SevenBridge Financial Group, LLC
UNCHANGED4,2814,28100%$335.3K$316.8K-$18.5K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED4,1794,17900%$314.1K$308.0K-$6.1K2026-10-23
First National Trust Co
NEW4,158—+4,158——$306.4K—2026-10-28
Yoffe Investment Management, LLC
UNCHANGED4,1484,14800%$311.8K$305.7K-$6.1K2026-11-02
Laurel Wealth Advisors LLC
UNCHANGED4,1464,14600%$311.7K$305.6K-$6.1K2026-10-27
Highland Capital Management, LLC
DECREASED4,1284,578-450-10%$344.1K$304.2K-$39.9K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED4,0344,573-539-12%$343.8K$297.3K-$46.4K2026-11-06
Avise Financial Cooperative, Inc.
DECREASED4,0204,188-168-4%$314.8K$296.3K-$18.5K2026-11-09
Councilor Wealth, LLC
UNCHANGED4,0034,00300%$301.0K$295.1K-$5.9K2026-10-09
Citigroup Inc
DECREASED3,9894,423-434-10%$332.5K$294.0K-$38.5K2026-11-04
Liberty Capital Management, Inc.
UNCHANGED3,9583,95800%$297.5K$291.7K-$5.8K2026-11-02
Facet Wealth, Inc.
NEW3,926—+3,926——$289.4K—2026-11-04
Signal Advisors Wealth, LLC
DECREASED3,8795,845-1,966-34%$439.4K$285.9K-$153.5K2026-10-13
Sigma Planning Corp
DECREASED3,8624,011-149-4%$301.5K$284.6K-$16.9K2026-10-23
Meridian Wealth Management, LLC
UNCHANGED3,6933,69300%$277.6K$272.2K-$5.4K2026-11-05
Alterna Wealth Management, Inc
UNCHANGED3,6853,68500%$277.0K$271.6K-$5.4K2026-10-27
Silverlake Wealth Management LLC
DECREASED3,59111,185-7,594-68%$840.8K$264.7K-$576.1K2026-10-21
Augustine Asset Management Inc
DECREASED3,5153,550-35-1%$266.9K$259.1K-$7.8K2026-10-13
Asset Management One Co., Ltd.
INCREASED3,3702,021+1,349+67%$151.9K$248.4K+$96.5K2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED3,2763,446-170-5%$259.0K$241.4K-$17.6K2026-10-23
United Advisor Group, LLC
DECREASED3,2323,246-140%$244.0K$238.2K-$5.8K2026-11-03
Activest Wealth Management
NEW3,065—+3,065——$225.9K—2026-10-15
Brookstone Capital Management
NEW3,060—+3,060——$225.5K—2026-10-22
Harbour Investments, Inc.
DECREASED3,0526,639-3,587-54%$499.1K$224.9K-$274.1K2026-11-09
LVW Advisors, LLC
NEW3,008—+3,008——$221.7K—2026-10-19
Allworth Financial LP
INCREASED2,9842,545+439+17%$191.3K$224.3K+$33.0K2026-11-06
Perigon Wealth Management, LLC
DECREASED2,9533,025-72-2%$227.4K$217.6K-$9.8K2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED2,8972,89700%$217.8K$213.5K-$4.3K2026-10-05
Ritholtz Wealth Management
DECREASED2,8833,666-783-21%$275.6K$212.5K-$63.1K2026-11-05
Cooper S Advisors, LLC
UNCHANGED2,8342,83400%$213.0K$208.9K-$4.2K2026-11-03
Citizens Financial Group Inc
UNCHANGED2,7492,74900%$206.6K$202.6K-$4.0K2026-10-23
Geneos Wealth Management Inc.
INCREASED2,5952,588+7+0%$194.5K$191.3K-$3.3K2026-11-09
Intesa Sanpaolo Wealth Management
UNCHANGED2,4552,45500%$184.5K$180.9K-$3.6K2026-10-28
West Paces Advisors Inc.
UNCHANGED2,3302,33000%$175.1K$171.7K-$3.4K2026-10-13
Cardiff Park Advisors, LLC
UNCHANGED2,1892,18900%$164.5K$161.3K-$3.2K2026-11-09
Trust Co of Vermont
INCREASED1,7461,674+72+4%$125.8K$128.7K+$2.8K2026-10-21
Signaturefd, LLC
DECREASED1,3011,373-72-5%$103.2K$95.9K-$7.3K2026-10-23
Key FInancial Inc
UNCHANGED1,2741,27400%$95.8K$93.9K-$1.9K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED1,2691,583-314-20%$119.0K$95.2K-$23.8K2026-10-30
Creative Financial Designs Inc
DECREASED1,2532,303-1,050-46%$173.1K$92.3K-$80.8K2026-11-04
Finley Financial, LLC
UNCHANGED1,0101,01000%$75.9K$73.4K-$2.5K2026-10-28
TFC Financial Management, Inc.
UNCHANGED96396300%$72.4K$71.0K-$1.4K2026-10-26
AlphaCore Capital LLC
UNCHANGED85685600%$64.4K$63.1K-$1.3K2026-11-04
TD Waterhouse Canada Inc.
INCREASED849810+39+5%$60.3K$61.6K+$1.3K2026-10-16
First Command Advisory Services, Inc.
UNCHANGED84284200%$63.3K$62.1K-$1.2K2026-11-05
Larson Financial Group LLC
UNCHANGED70270200%$52.8K$51.7K-$1.0K2026-11-05
Pioneer Family Office, LLC
INCREASED689604+85+14%$45.4K$50.8K+$5.4K2026-10-30
Y.D. More Investments Ltd
UNCHANGED68468400%$51.4K$50.4K-$9982026-11-02
Edgemoor Investment Advisors, Inc.
NEW674—+674——$49.7K—2026-11-03
JFS Wealth Advisors, LLC
INCREASED652515+137+27%$38.7K$48.1K+$9.3K2026-11-03
IFP Advisors, Inc
INCREASED585390+195+50%$29.3K$43.1K+$13.8K2026-10-16
Coston, McIsaac & Partners
UNCHANGED53653600%$40.0K$39.5K-$4972026-11-06
Addison Advisors LLC
UNCHANGED50550500%$38.0K$37.2K-$7422026-11-06
Financial Freedom, LLC
NEW504—+504——$37.1K—2026-11-06
IFG Advisory, LLC
DECREASED4612,856-2,395-84%$214.7K$34.0K-$180.7K2026-11-09
Hantz Financial Services, Inc.
INCREASED424336+88+26%$25$31.0K+$31.0K2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED35535500%$26.7K$26.2K-$5212026-10-13
Godfrey Financial Associates, Inc.
UNCHANGED35135100%$26.4K$25.9K-$5162026-11-10
Gilpin Wealth Management, LLC
UNCHANGED27827800%$20.9K$20.5K-$4092026-10-09
Asset Dedication, LLC
UNCHANGED26926900%$20.2K$19.8K-$3952026-11-03
Armstrong Advisory Group, Inc
NEW259—+259——$19.1K—2026-10-09
Three Bridge Wealth Advisors, LLC
NEW200—+200——$14.7K—2026-11-05
Darwin Wealth Management, LLC
UNCHANGED18918900%$14.2K$13.9K-$2782026-11-09
Gables Capital Management Inc.
UNCHANGED18118100%$13.6K$13.3K-$2662026-11-04
Simplex Trading, LLC
DECREASED161496-335-68%$37.3K$11.9K-$25.4K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED15515500%$11.7K$11.4K-$2272026-11-02
Heritage Family Offices, LLP
NEW147—+147——$10.8K—2026-11-02
Russell Investments Group, Ltd.
DECREASED144168-24-14%$12.7K$10.6K-$2.0K2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED13013000%$9.8K$9.6K-$1912026-10-28
Mascoma Wealth Management LLC
UNCHANGED12512500%$9.4K$9.2K-$1832026-10-23
Root Financial Partners, LLC
NEW122—+122——$9.0K—2026-10-21
NorthAvenue LLC
UNCHANGED10610600%$8.0K$7.8K-$1562026-10-29
Jacobi Capital Management LLC
NEW100—+100——$7.4K—2026-11-05
Nfsg Corp
UNCHANGED10010000%$7.5K$7.4K-$1472026-10-15
Planning Strategies Inc.
UNCHANGED949400%$7.1K$6.9K-$1382026-10-02
Lanark Financial, Inc.
DECREASED8487-3-3%$6.5K$6.2K-$3482026-10-26
Bullock Wealth Management Group
UNCHANGED797900%$5.9K$5.7K-$1452026-10-09
Birch Financial Group, LLC
NEW58—+58——$4.3K—2026-10-27
Foresight Capital Management Advisors, Inc.
NEW50—+50——$3.7K—2026-10-27
Meramec Financial Planners, LLC
UNCHANGED484800%$3.6K$3.6K-$542026-11-09
Cdkv Holdings LLC
UNCHANGED303000%$2.3K$2.2K-$452026-10-28
CoreCap Advisors, LLC
DECREASED2728-1-4%$2.1K$2.0K-$1152026-10-08
Daiwa Securities Group Inc.
UNCHANGED272700%$2.0K$2.0K-$402026-10-29
Hager Investment Management Services, LLC
UNCHANGED212100%$1.6K$1.5K-$312026-11-04
Golden State Wealth Management, LLC
DECREASED2056-36-64%$4.3K$1.5K-$2.7K2026-11-02
Wolff Wiese Magana LLC
UNCHANGED191900%$1.4K$1.4K-$282026-10-15
Creative Capital Management Investments LLC
NEW17—+17——$1.3K—2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED141400%$1.1K$1.0K-$202026-10-06
Compass Financial Management LLC
UNCHANGED2200%$150$147-$32026-10-30
Holos Integrated Wealth LLC
UNCHANGED1100%$45$44-$12026-10-23
Thrivent Financial for Lutherans
CLOSED0139,284-139,284-100%$10.5M$0-$10.5M2026-11-05
Quartz Partners, LLC
CLOSED049,660-49,660-100%$3.7M$0-$3.7M2026-11-03
Advisory Solutions Group, LLC
CLOSED018,605-18,605-100%$1.4M$0-$1.4M2026-10-14
LVZ, Inc.
CLOSED017,793-17,793-100%$1.3M$0-$1.3M2026-10-20
Squarepoint Ops LLC
CLOSED010,347-10,347-100%$777.8K$0-$777.8K2026-11-09
Wealthgarden F.S. LLC
CLOSED07,034-7,034-100%$528.8K$0-$528.8K2026-11-09
RDA Financial Network
CLOSED06,380-6,380-100%$479.6K$0-$479.6K2026-10-15
Strategic Blueprint, LLC
CLOSED06,058-6,058-100%$455.4K$0-$455.4K2026-10-22
B. Riley Wealth Advisors, Inc.
CLOSED05,768-5,768-100%$431.3K$0-$431.3K2026-10-13
Confluence Wealth Services, Inc.
CLOSED05,045-5,045-100%$379.2K$0-$379.2K2026-11-05
Flagship Private Wealth, LLC
CLOSED04,763-4,763-100%$358.0K$0-$358.0K2026-11-05
Avior Wealth Management, LLC
CLOSED04,313-4,313-100%$324.2K$0-$324.2K2026-10-13
Signature Estate & Investment Advisors LLC
CLOSED03,986-3,986-100%$299.6K$0-$299.6K2026-10-13
Cambiar Investors LLC
CLOSED03,813-3,813-100%$286.6K$0-$286.6K2026-11-04
Vise Technologies, Inc.
CLOSED03,739-3,739-100%$281.0K$0-$281.0K2026-10-29
Two West Capital Advisors LLC
CLOSED03,681-3,681-100%$273.6K$0-$273.6K2026-10-15
Claro Advisors Inc.
CLOSED03,619-3,619-100%$272.1K$0-$272.1K2026-11-02
Silver Grove Financial Group, Inc.
CLOSED03,337-3,337-100%$250.8K$0-$250.8K2026-11-05
LongView Wealth Management
CLOSED03,205-3,205-100%$240.9K$0-$240.9K2026-10-19
ADG Wealth Management Group, LLC
CLOSED02,985-2,985-100%$224.5K$0-$224.5K2026-10-23
Cpwa, LLC
CLOSED02,795-2,795-100%$210.1K$0-$210.1K2026-11-04
Calamos Wealth Management LLC
CLOSED02,715-2,715-100%$204.1K$0-$204.1K2026-11-02
Certuity, LLC
CLOSED02,702-2,702-100%$203.1K$0-$203.1K2026-11-02
Cornerstone Planning Group LLC
CLOSED02,187-2,187-100%$165.1K$0-$165.1K2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED0490-490-100%$36.8K$0-$36.8K2026-10-16
International Assets Investment Management, LLC
CLOSED0391-391-100%$29.1K$0-$29.1K2026-11-02
Signature Equity Partners, LLC
CLOSED0386-386-100%$29.0K$0-$29.0K2026-10-29
Institute for Wealth Management, Llc.
CLOSED0258-258-100%$19.4K$0-$19.4K2026-11-06
Salem Investment Counselors Inc
CLOSED090-90-100%$6.8K$0-$6.8K2026-10-13
BankPlus Trust Department
CLOSED068-68-100%$5.1K$0-$5.1K2026-11-06
Park Place Capital Corp
CLOSED065-65-100%$4.9K$0-$4.9K2026-11-09
Bank of America Corp
N/A—9,022,375-9,022,375-100%$678.2M———
Envestnet Asset Management Inc
N/A—8,938,682-8,938,682-100%$671.9M———
JPMorgan Chase & Co
N/A—8,762,775-8,762,775-100%$655.3M———
Raymond James Financial Inc
N/A—5,870,602-5,870,602-100%$441.3M———
Janney Montgomery Scott LLC
N/A—4,111,786-4,111,786-100%$309.1M———
CI Investments Inc.
N/A—3,619,965-3,619,965-100%$272.1M———
Morgan Stanley
N/A—3,044,648-3,044,648-100%$228.9M———
Khazanah Nasional Berhad
N/A—2,729,606-2,729,606-100%$205.2M———
Victory Capital Management Inc
N/A—1,914,453-1,914,453-100%$143.9M———
Elm Partners Management LLC
N/A—1,365,137-1,365,137-100%$102.6M———
Mariner, LLC
N/A—1,299,788-1,299,788-100%$97.7M———
Royal Bank of Canada
N/A—1,265,815-1,265,815-100%$95.2M———
Stifel Financial Corp
N/A—1,117,770-1,117,770-100%$84.0M———
UBS Group AG
N/A—869,425-869,425-100%$65.4M———
Cetera Investment Advisers
N/A—819,522-819,522-100%$61.6M———
MML Investors Services, LLC
N/A—757,843-757,843-100%$57.0M———
Korea Investment Corp
N/A—742,154-742,154-100%$55.8M———
Wells Fargo & Company
N/A—605,366-605,366-100%$45.5M———
Benjamin Edwards Inc
N/A—507,004-507,004-100%$38.1M———
Blue Edge Capital, LLC
N/A—481,757-481,757-100%$36.2M———
Karpus Management, Inc.
N/A—481,445-481,445-100%$36.2M———
Ballentine Partners, LLC
N/A—231,034-231,034-100%$17.4M———
Palisade Capital Management, LP
N/A—221,073-221,073-100%$16.6M———
Northwestern Mutual Wealth Management Co
N/A—200,660-200,660-100%$15.1M———
Steward Partners Investment Advisory, LLC
N/A—197,699-197,699-100%$14.9M———
Sanctuary Advisors, LLC
N/A—186,301-186,301-100%$14.0M———
United Capital Financial Advisors, LLC
N/A—185,590-185,590-100%$13.9M———
Betterment LLC
N/A—180,825-180,825-100%$13.6M———
Alliancebernstein L.P.
N/A—180,530-180,530-100%$12.7M———
Coastal Bridge Advisors, LLC
N/A—171,670-171,670-100%$12.9M———
Ameriprise Financial Inc
N/A—170,256-170,256-100%$12.8M———
FIL Ltd
N/A—166,001-166,001-100%$12.5M———
Baird Financial Group, Inc.
N/A—160,306-160,306-100%$12.1M———
Cerity Partners LLC
N/A—158,775-158,775-100%$11.9M———
Palisades Hudson Asset Management, L.P.
N/A—149,589-149,589-100%$11.2M———
GTS Financial, LLC
N/A—142,271-142,271-100%$9.4M———
Rockefeller Capital Management L.P.
N/A—140,400-140,400-100%$10.6M———
Larch Capital Partners LLC
N/A—137,048-137,048-100%$10.3M———
HSBC Holdings PLC
N/A—122,578-122,578-100%$9.2M———
Financial Gravity Companies, Inc.
N/A—120,667-120,667-100%$9.1M———
Goldman Sachs Group Inc
N/A—116,343-116,343-100%$8.7M———
Captrust Financial Advisors
N/A—108,810-108,810-100%$8.2M———
Fosun International Ltd
N/A—107,970-107,970-100%$8.1M———
Private Wealth Advisors, LLC
N/A—107,061-107,061-100%$8.0M———
Ashford Capital Management Inc
N/A—103,969-103,969-100%$7.8M———
BlackRock, Inc.
N/A—95,570-95,570-100%$7.2M———
Private Advisor Group, LLC
N/A—89,694-89,694-100%$6.7M———
Fiduciary Trust Co
N/A—66,045-66,045-100%$5.0M———
NorthRock Partners, LLC
N/A—65,347-65,347-100%$4.9M———
Envestnet Portfolio Solutions, Inc.
N/A—64,298-64,298-100%$4.8M———
Waverly Advisors, LLC
N/A—63,818-63,818-100%$4.8M———
Osaic Holdings, Inc.
N/A—63,399-63,399-100%$4.8M———
Cary Street Partners Investment Advisory LLC
N/A—59,727-59,727-100%$4.5M———
Birnam Oak Advisors, LP
N/A—55,000-55,000-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—54,164-54,164-100%$4.1M———
Pgim Custom Harvest LLC
N/A—53,016-53,016-100%$4.0M———
Silvercrest Asset Management Group LLC
N/A—51,834-51,834-100%$3.9M———
Sequoia Financial Advisors, LLC
N/A—51,284-51,284-100%$3.9M———
GeoWealth Management, LLC
N/A—49,001-49,001-100%$3.7M———
Schroder Investment Management Group
N/A—45,952-45,952-100%$3.4M———
Banque Transatlantique SA
N/A—45,265-45,265-100%$3.4M———
Dorsey & Whitney Trust Co LLC
N/A—45,023-45,023-100%$3.4M———
Ameritas Advisory Services, LLC
N/A—40,401-40,401-100%$3.0M———
AQR Capital Management LLC
N/A—39,957-39,957-100%$3.0M———
Syon Capital LLC
N/A—39,504-39,504-100%$3.0M———
Stephens Inc
N/A—38,454-38,454-100%$2.9M———
Cooperman Leon G
N/A—38,388-38,388-100%$2.9M———
TRU Independence Asset Management 2, LLC
N/A—38,044-38,044-100%$2.9M———
Northern Trust Corp
N/A—37,239-37,239-100%$2.8M———
Beacon Pointe Advisors, LLC
N/A—37,212-37,212-100%$2.8M———
First Manhattan Co. Llc.
N/A—37,050-37,050-100%$2.8M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—36,580-36,580-100%$2.7M———
M&T Bank Corp
N/A—35,460-35,460-100%$2.7M———
FMR LLC
N/A—33,231-33,231-100%$2.5M———
World Investment Advisors
N/A—32,213-32,213-100%$2.4M———
Phillips Wealth Planners LLC
N/A—28,719-28,719-100%$2.2M———
Transcend Capital Advisors, LLC
N/A—27,705-27,705-100%$2.1M———
Knightsbridge Asset Management, LLC
N/A—27,627-27,627-100%$2.0M———
Jones Financial Companies Lllp
N/A—27,046-27,046-100%$2.0M———
PAX Financial Group, LLC
N/A—27,006-27,006-100%$2.0M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—26,820-26,820-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—26,617-26,617-100%$2.0M———
New England Asset Management Inc
N/A—26,290-26,290-100%$2.0M———
Quantinno Capital Management LP
N/A—25,898-25,898-100%$1.9M———
Jacobs Equity LLC
N/A—25,605-25,605-100%$1.9M———
Bank of Nova Scotia
N/A—25,460-25,460-100%$1.9M———
NewEdge Advisors, LLC
N/A—25,141-25,141-100%$1.9M———
National Bank of Canada
N/A—24,312-24,312-100%$2.2M———
Composition Wealth, LLC
N/A—23,827-23,827-100%$1.8M———
Beacon Bridge Wealth Partners, LLC
N/A—23,798-23,798-100%$1.8M———
Element Wealth, LLC
N/A—22,873-22,873-100%$1.7M———
Invst, LLC
N/A—20,514-20,514-100%$1.5M———
Arkadios Wealth Advisors
N/A—20,288-20,288-100%$1.5M———
Regal Investment Advisors LLC
N/A—18,286-18,286-100%$1.4M———
Dunhill Financial, LLC
N/A—16,679-16,679-100%$1.3M———
Mercer Global Advisors Inc
N/A—16,464-16,464-100%$1.2M———
Blair William & Co
N/A—16,314-16,314-100%$1.2M———
Dakota Wealth Management
N/A—15,390-15,390-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—14,983-14,983-100%$1.1M———
IHT Wealth Management, LLC
N/A—14,646-14,646-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—13,739-13,739-100%$1.0M———
Calydon Capital
N/A—13,470-13,470-100%$1.0M———
SCS Capital Management LLC
N/A—13,122-13,122-100%$986.4K———
Forum Finance Group S.A.
N/A—12,134-12,134-100%$737———
Legacy Wealth Managment, LLC
N/A—11,483-11,483-100%$863.2K———
BNP Paribas Financial Markets
N/A—10,993-10,993-100%$826.3K———
LOM Asset Management Ltd
N/A—10,980-10,980-100%$825.4K———
CIBC Bancorp USA Inc.
N/A—10,547-10,547-100%$792.8K———
&partners
N/A—9,088-9,088-100%$683.1K———
Mosaic Family Wealth Partners, LLC
N/A—8,867-8,867-100%$666.5K———
Mission Creek Capital Partners, Inc.
N/A—8,719-8,719-100%$655.4K———
Aptus Capital Advisors, LLC
N/A—8,629-8,629-100%$648.6K———
O'shaughnessy Asset Management, LLC
N/A—8,556-8,556-100%$643.2K———
South Plains Financial, Inc.
N/A—8,553-8,553-100%$642.9K———
Insigneo Advisory Services, LLC
N/A—8,481-8,481-100%$637.5K———
IEQ Capital, LLC
N/A—8,406-8,406-100%$631.9K———
Vident Advisory, LLC
N/A—8,363-8,363-100%$628.6K———
Rothschild Investment LLC
N/A—8,256-8,256-100%$620.6K———
Pennington Partners & Co., LLC
N/A—8,199-8,199-100%$616.3K———
Valor Advisors LLC
N/A—7,905-7,905-100%$594.2K———
Focus Partners Wealth
N/A—7,780-7,780-100%$584.8K———
Brown Brothers Harriman & Co
N/A—7,689-7,689-100%$578.0K———
Advisory Services Network, LLC
N/A—7,482-7,482-100%$562.4K———
Cary Street Partners Financial LLC
N/A—7,327-7,327-100%$550.8K———
Equitable Holdings, Inc.
N/A—7,081-7,081-100%$532.3K———
Transamerica Financial Advisors, LLC
N/A—6,772-6,772-100%$509.1K———
Citadel Advisors LLC
N/A—6,279-6,279-100%$472.0K———
Wealthspire Advisors, LLC
N/A—6,166-6,166-100%$463.5K———
Stonebrook Private Inc.
N/A—6,096-6,096-100%$458.2K———
Gotham Asset Management, LLC
N/A—6,089-6,089-100%$457.7K———
GWN Securities Inc.
N/A—6,085-6,085-100%$457.4K———
Pinnacle Financial Partners, Inc.
N/A—5,691-5,691-100%$427.8K———
Moneta Group Investment Advisors LLC
N/A—5,685-5,685-100%$427.4K———
MAI Capital Management
N/A—5,530-5,530-100%$415.7K———
Resolute Wealth Advisor, Inc.
N/A—5,398-5,398-100%$379.3K———
Osborne Partners Capital Management, LLC
N/A—5,060-5,060-100%$380.4K———
Runnymede Capital Advisors, Inc.
N/A—5,017-5,017-100%$377.1K———
Ausdal Financial Partners, Inc.
N/A—4,900-4,900-100%$368.3K———
Pathstone Holdings, LLC
N/A—4,894-4,894-100%$367.9K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—4,827-4,827-100%$361.6K———
OneAscent Financial Services LLC
N/A—4,778-4,778-100%$359.2K———
Banque Cantonale Vaudoise
N/A—4,600-4,600-100%$346.0K———
Global Retirement Partners, LLC
N/A—4,508-4,508-100%$338.9K———
Arax Advisory Partners
N/A—4,432-4,432-100%$333.2K———
Two Sigma Securities, LLC
N/A—4,171-4,171-100%$313.5K———
Franklin Resources Inc
N/A—4,011-4,011-100%$301.5K———
JT Stratford LLC
N/A—3,829-3,829-100%$287.8K———
Advyzon Investment Management, LLC
N/A—3,649-3,649-100%$274.3K———
Vantus Wealth LLC
N/A—3,637-3,637-100%$273.4K———
Legacy Wealth Advisors, LLC
N/A—3,599-3,599-100%$270.5K———
Commerce Bank
N/A—3,580-3,580-100%$269.1K———
SageView Advisory Group, LLC
N/A—3,557-3,557-100%$267.4K———
Rothschild Capital Partners, LLC
N/A—3,535-3,535-100%$265.7K———
BCI Securities, Inc.
N/A—3,434-3,434-100%$258.1K———
Advisors Capital Management, LLC
N/A—3,405-3,405-100%$256.0K———
Wellspring Financial Advisors, LLC
N/A—3,183-3,183-100%$239.3K———
Maridea Wealth Management LLC
N/A—3,039-3,039-100%$228.4K———
Texas Yale Capital Corp.
N/A—3,000-3,000-100%$225.5K———
Stelac Advisory Services LLC
N/A—2,907-2,907-100%$218.5K———
QRG Capital Management, Inc.
N/A—2,699-2,699-100%$202.9K———
Vertex Planning Partners, LLC
N/A—2,668-2,668-100%$200.6K———
Strategic Wealth Partners, Ltd.
N/A—2,551-2,551-100%$191.8K———
EP Wealth Advisors, LLC
N/A—2,459-2,459-100%$184.8K———
Founders Financial Alliance, LLC
N/A—2,134-2,134-100%$160.4K———
Continuum Advisory, LLC
N/A—1,704-1,704-100%$128.1K———
Strategic Investment Advisors / MI
N/A—1,682-1,682-100%$126.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,207-1,207-100%$90.7K———
Qube Research & Technologies Ltd
N/A—1,072-1,072-100%$80.6K———
Bogart Wealth, LLC
N/A—996-996-100%$74.9K———
Crewe Advisors LLC
N/A—891-891-100%$67.0K———
HM Payson & Co
N/A—880-880-100%$66.2K———
UBS Asset Management Americas LLC
N/A—785-785-100%$59.0K———
Medallion Wealth Advisors, LLC
N/A—702-702-100%$52.9K———
AE Wealth Management LLC
N/A—612-612-100%$46.0K———
Vanguard Advisers Inc
N/A—574-574-100%$43.2K———
WealthCollab, LLC
N/A—540-540-100%$40.6K———
Smartleaf Asset Management LLC
N/A—538-538-100%$40.2K———
Glenmede Trust Co NA
N/A—402-402-100%$30.2K———
Mark Sheptoff Financial Planning, LLC
N/A—400-400-100%$30.1K———
HHM Wealth Advisors, LLC
N/A—381-381-100%$28.6K———
Whittier Trust Co
N/A—380-380-100%$29.0K———
Osbon Capital Management LLC
N/A—368-368-100%$27.7K———
MidFirst Bank
N/A—365-365-100%$27.4K———
BFC Planning, Inc.
N/A—351-351-100%$26.4K———
Edmond de Rothschild Holding S.A.
N/A—348-348-100%$26.2K———
Glassman Wealth Services
N/A—333-333-100%$25.0K———
Orion Capital Management LLC
N/A—313-313-100%$23.5K———
Huntington National Bank
N/A—294-294-100%$22.1K———
Chesapeake Asset Management LLC
N/A—236-236-100%$17.7K———
Glen Eagle Advisors, LLC
N/A—204-204-100%$15.3K———
Atlantic Union Bankshares Corp
N/A—197-197-100%$14.8K———
Anchor Investment Management, LLC
N/A—124-124-100%$9.3K———
Consultiva Wealth Management, Corp.
N/A—124-124-100%$9.3K———
Timbuktu Capital Management, LLC
N/A—112-112-100%$8.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—81-81-100%$6.1K———
Tanglewood Legacy Advisors, LLC
N/A—60-60-100%$4.5K———
Millstone Evans Group, LLC
N/A—26-26-100%$2.0K———
WealthShield Partners, LLC
N/A—25-25-100%$1.9K———
Fiduciary Financial Advisors
N/A—19-19-100%$1.4K———
Tower Research Capital LLC (TRC)
N/A—16-16-100%$1.2K———
Showing 475 of 475 institutions