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KB Financial Group Inc (KBIA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares2,399,927 from 2,403,383
Change-3,456 (0%)
Value$295.6M (+$43.4M)
Filed 2026-11-04
Todd Asset Management LLC
DECREASED
Shares474,403 from 551,201
Change-76,798 (-14%)
Value$58.4M (+$545.3K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares315,741 from 298,911
Change+16,830 (+6%)
Value$38.9M (+$7.5M)
Filed 2026-11-02
Trinity Street Asset Management LLP
DECREASED
Shares144,483 from 146,667
Change-2,184 (-1%)
Value$17.8M (+$2.4M)
Filed 2026-10-16
Ethic Inc.
DECREASED
Shares108,727 from 121,759
Change-13,032 (-11%)
Value$13.4M (+$604.4K)
Filed 2026-11-03
Nykredit A/S
DECREASED
Shares91,801 from 104,099
Change-12,298 (-12%)
Value$11.3M (+$374.5K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares77,269 from 59,154
Change+18,115 (+31%)
Value$9.5M (+$3.3M)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
INCREASED
Shares62,984 from 60,374
Change+2,610 (+4%)
Value$7.8M (+$1.4M)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares57,867 from 58,373
Change-506 (-1%)
Value$7.1M (+$996.6K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares57,213 from 55,107
Change+2,106 (+4%)
Value$7.0M (+$1.3M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares54,852 from 46,408
Change+8,444 (+18%)
Value$6.8M (+$1.9M)
Filed 2026-10-29
Bank of Montreal
INCREASED
Shares54,566 from 53,185
Change+1,381 (+3%)
Value$6.7M (+$1.1M)
Filed 2026-11-09
Gradient Investments LLC
DECREASED
Shares51,836 from 52,942
Change-1,106 (-2%)
Value$6.4M (+$824.2K)
Filed 2026-10-08
Russell Investments Group, Ltd.
INCREASED
Shares51,005 from 10,198
Change+40,807 (+400%)
Value$6.3M (+$5.2M)
Filed 2026-11-06
Quadrant Capital Group LLC
DECREASED
Shares47,127 from 47,190
Change-63 (0%)
Value$5.7M (+$770.0K)
Filed 2026-10-20
Calamos Wealth Management LLC
INCREASED
Shares46,762 from 41,908
Change+4,854 (+12%)
Value$5.8M (+$1.4M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares43,636 from 68,216
Change-24,580 (-36%)
Value$5.4M (-$1.8M)
Filed 2026-11-06
Henry James International Management Inc.
INCREASED
Shares43,297 from 43,268
Change+29 (+0%)
Value$5.3M (+$788.5K)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares43,097 from 46,259
Change-3,162 (-7%)
Value$5.3M (+$449.9K)
Filed 2026-11-05
Artemis Investment Management LLP
INCREASED
Shares36,202 from 11,968
Change+24,234 (+202%)
Value$4.5M (+$3.2M)
Filed 2026-10-08
Sava Infond d.o.o.
INCREASED
Shares32,000 from 9,000
Change+23,000 (+256%)
Value$3.9M (+$3.0M)
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares30,124 from 30,396
Change-272 (-1%)
Value$3.7M (+$517.9K)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
DECREASED
Shares26,250 from 28,786
Change-2,536 (-9%)
Value$3.2M (+$210.0K)
Filed 2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares23,615 from 21,970
Change+1,645 (+7%)
Value$2.9M (+$601.0K)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares22,150 from 21,918
Change+232 (+1%)
Value$2.8M (+$592.8K)
Filed 2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares22,034 from 22,034
Change0 (0%)
Value$2.3M ($0)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
DECREASED
Shares21,827 from 24,458
Change-2,631 (-11%)
Value$2.7M (+$119.8K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares21,381 from 23,805
Change-2,424 (-10%)
Value$2.6M (+$133.5K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares20,437 from 17,118
Change+3,319 (+19%)
Value$2.5K (-$1.8M)
Filed 2026-10-26
Abacus Wealth Partners, LLC
DECREASED
Shares19,774 from 21,493
Change-1,719 (-8%)
Value$2.4M (+$178.3K)
Filed 2026-11-03
Amundi
UNCHANGED
Shares19,320 from 19,320
Change0 (0%)
Value$2.4M (+$350.5K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares18,021 from 16,325
Change+1,696 (+10%)
Value$2.2M (+$504.9K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares16,281 from 15,377
Change+904 (+6%)
Value$2.0M (+$390.3K)
Filed 2026-10-15
Aubrey Capital Management Ltd
DECREASED
Shares16,000 from 19,000
Change-3,000 (-16%)
Value$2.0M (-$24.6K)
Filed 2026-10-19
Greenleaf Trust
DECREASED
Shares15,917 from 16,257
Change-340 (-2%)
Value$2.0M (+$253.0K)
Filed 2026-10-29
Deltec Asset Management LLC
UNCHANGED
Shares15,658 from 15,658
Change0 (0%)
Value$1.9M (+$284.0K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares15,615 from 15,521
Change+94 (+1%)
Value$1.9M (+$293.1K)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares15,425 from 9,496
Change+5,929 (+62%)
Value$2.0M (+$1.0M)
Filed 2026-11-06
Solstein Capital, LLC
UNCHANGED
Shares14,987 from 14,987
Change0 (0%)
Value$1.8M (+$271.9K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares14,547 from 13,451
Change+1,096 (+8%)
Value$1.8M (+$378.9K)
Filed 2026-11-09
TT International Asset Management LTD
NEW
Shares13,609
Change+13,609
Value$1.7M
Filed 2026-10-30
LSV Asset Management
UNCHANGED
Shares13,121 from 13,121
Change0 (0%)
Value$1.6K (-$1.4M)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED
Shares11,454 from 10,094
Change+1,360 (+13%)
Value$1.4M (+$350.5K)
Filed 2026-10-09
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares10,942 from 11,009
Change-67 (-1%)
Value$1.3M (+$191.5K)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares10,692 from 11,908
Change-1,216 (-10%)
Value$1.3M (+$66.3K)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares10,480 from 11,570
Change-1,090 (-9%)
Value$1.3M (+$75.7K)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares10,270 from 10,109
Change+161 (+2%)
Value$1.3M (+$203.2K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
DECREASED
Shares10,154 from 11,412
Change-1,258 (-11%)
Value$1.2M (+$52.2K)
Filed 2026-10-13
E. Ohman J:or Asset Management AB
NEW
Shares9,690
Change+9,690
Value$1.2M
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,738 from 7,736
Change+1,002 (+13%)
Value$1.1M (+$113.5K)
Filed 2026-10-13
CIBC Asset Management Inc
INCREASED
Shares8,699 from 6,408
Change+2,291 (+36%)
Value$1.1M (+$398.3K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares8,645 from 6,054
Change+2,591 (+43%)
Value$1.1M (+$428.8K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares8,547 from 8,117
Change+430 (+5%)
Value$1.1M (+$200.2K)
Filed 2026-10-30
Savant Capital, LLC
INCREASED
Shares8,545 from 4,196
Change+4,349 (+104%)
Value$1.1M (+$610.9K)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares8,375 from 8,800
Change-425 (-5%)
Value$1.0M (+$107.3K)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
DECREASED
Shares7,970 from 8,075
Change-105 (-1%)
Value$981.1K (+$133.6K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares7,908 from 7,775
Change+133 (+2%)
Value$973.5K (+$157.4K)
Filed 2026-11-05
Pzena Investment Management LLC
UNCHANGED
Shares7,640 from 7,640
Change0 (0%)
Value$940.5K (+$138.6K)
Filed 2026-10-30
Canopy Partners, LLC
DECREASED
Shares6,846 from 7,174
Change-328 (-5%)
Value$842.7K (+$89.8K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares6,755 from 5,841
Change+914 (+16%)
Value$824.7K (+$225.5K)
Filed 2026-11-04
Profund Advisors LLC
DECREASED
Shares6,738 from 7,905
Change-1,167 (-15%)
Value$829.4K (-$261)
Filed 2026-10-29
Xponance LLC
DECREASED
Shares6,635 from 7,278
Change-643 (-9%)
Value$816.8K (+$52.9K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares6,552 from 6,354
Change+198 (+3%)
Value$806.5K (+$139.6K)
Filed 2026-10-23
Coldstream Capital Management Inc
INCREASED
Shares6,261 from 5,954
Change+307 (+5%)
Value$770.8K (+$145.8K)
Filed 2026-11-09
Victory Financial Group, LLC
INCREASED
Shares6,203 from 5,077
Change+1,126 (+22%)
Value$763.6K (+$230.7K)
Filed 2026-10-27
Summit Global Investments
DECREASED
Shares5,854 from 10,576
Change-4,722 (-45%)
Value$721 (-$1.1M)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares5,846 from 4,874
Change+972 (+20%)
Value$719.6K (+$208.1K)
Filed 2026-10-08
Evergreen Capital Management LLC
INCREASED
Shares5,496 from 5,429
Change+67 (+1%)
Value$676.6K (+$106.7K)
Filed 2026-10-23
Kathmere Capital Management, LLC
DECREASED
Shares5,154 from 5,382
Change-228 (-4%)
Value$634.5K (+$69.6K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares5,087 from 4,755
Change+332 (+7%)
Value$626.2K (+$127.1K)
Filed 2026-10-27
Plato Investment Management Ltd
DECREASED
Shares4,990 from 6,213
Change-1,223 (-20%)
Value$616.7K (-$31.7K)
Filed 2026-11-05
Confluence Investment Management LLC
INCREASED
Shares4,977 from 4,964
Change+13 (+0%)
Value$612.6K (+$91.6K)
Filed 2026-10-01
EverSource Wealth Advisors, LLC
DECREASED
Shares4,882 from 5,009
Change-127 (-3%)
Value$601.1K (+$75.3K)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
DECREASED
Shares4,617 from 10,687
Change-6,070 (-57%)
Value$570 (-$458)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares4,617 from 4,617
Change0 (0%)
Value$568.4K (+$83.8K)
Filed 2026-10-30
Candriam S.C.A.
UNCHANGED
Shares4,603 from 4,603
Change0 (0%)
Value$568.7K (+$86.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares4,572 from 4,674
Change-102 (-2%)
Value$562.8K (+$73.0K)
Filed 2026-10-08
Foster Group, Inc.
DECREASED
Shares4,452 from 4,487
Change-35 (-1%)
Value$548.0K (+$77.1K)
Filed 2026-10-13
MW Advisory, LLC
INCREASED
Shares4,236 from 3,198
Change+1,038 (+32%)
Value$521.5K (+$185.9K)
Filed 2026-10-19
Greenspring Advisors, LLC
DECREASED
Shares4,006 from 4,430
Change-424 (-10%)
Value$493.1K (+$28.2K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares3,938 from 4,160
Change-222 (-5%)
Value$484.8K (+$48.2K)
Filed 2026-10-22
Tuttle Capital Management, LLC
NEW
Shares3,826
Change+3,826
Value$474.0K
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares3,825 from 2,449
Change+1,376 (+56%)
Value$470.9K (+$213.8K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares3,734 from 3,507
Change+227 (+6%)
Value$459.7K (+$91.6K)
Filed 2026-10-15
Drive Wealth Management, LLC
INCREASED
Shares3,580 from 3,563
Change+17 (+0%)
Value$440.7K (+$66.8K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,380 from 5,816
Change-2,436 (-42%)
Value$416.0K (-$194.4K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
INCREASED
Shares3,364 from 3,173
Change+191 (+6%)
Value$414.1K (+$81.1K)
Filed 2026-11-04
InTrack Investment Management Inc
INCREASED
Shares3,195 from 2,440
Change+755 (+31%)
Value$393.3K (+$137.2K)
Filed 2026-10-15
Legacy Capital Group California, Inc.
NEW
Shares3,193
Change+3,193
Value$393.1K
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,186 from 3,655
Change-469 (-13%)
Value$392.2K (+$8.6K)
Filed 2026-10-27
Rose Capital Advisors LLC
NEW
Shares3,185
Change+3,185
Value$392.1K
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares3,082 from 2,546
Change+536 (+21%)
Value$323.5K (+$56.3K)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares3,040 from 2,963
Change+77 (+3%)
Value$374.2K (+$63.2K)
Filed 2026-11-03
GK Wealth Management LLC
DECREASED
Shares2,928 from 4,469
Change-1,541 (-34%)
Value$360.4K (-$108.6K)
Filed 2026-10-09
Ascent Group, LLC
INCREASED
Shares2,832 from 2,272
Change+560 (+25%)
Value$348.6K (+$110.2K)
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares2,784 from 2,696
Change+88 (+3%)
Value$342.7K (+$59.7K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,699 from 2,839
Change-140 (-5%)
Value$332 (-$297.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares2,696 from 1,957
Change+739 (+38%)
Value$331.9K (+$126.5K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares2,683 from 2,632
Change+51 (+2%)
Value$330.3K (+$54.0K)
Filed 2026-10-20
Optas, LLC
INCREASED
Shares2,633 from 2,610
Change+23 (+1%)
Value$324.1K (+$50.2K)
Filed 2026-11-09
Verdence Capital Advisors LLC
DECREASED
Shares2,628 from 2,632
Change-4 (0%)
Value$323.5K (+$47.3K)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares2,604 from 2,143
Change+461 (+22%)
Value$320.5K (+$95.6K)
Filed 2026-11-06
Resonant Capital Advisors, LLC
INCREASED
Shares2,503 from 2,444
Change+59 (+2%)
Value$308.1K (+$51.6K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares2,403 from 2,397
Change+6 (+0%)
Value$294 (+$47)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares2,402 from 2,564
Change-162 (-6%)
Value$295.7K (+$26.6K)
Filed 2026-10-26
Enterprise Financial Services Corp
DECREASED
Shares2,305 from 2,381
Change-76 (-3%)
Value$283.7K (+$33.8K)
Filed 2026-11-03
Deutsche Bank Ag\
INCREASED
Shares2,300 from 30
Change+2,270 (+7567%)
Value$283.1K (+$280.0K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
NEW
Shares2,289
Change+2,289
Value$281.8K
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares2,261
Change+2,261
Value$278.3K
Filed 2026-10-21
Valeo Financial Advisors, LLC
INCREASED
Shares2,236 from 2,141
Change+95 (+4%)
Value$275.2K (+$50.5K)
Filed 2026-10-08
Hardy Reed LLC
NEW
Shares2,205
Change+2,205
Value$271.4K
Filed 2026-11-06
Csenge Advisory Group
NEW
Shares2,182
Change+2,182
Value$268.6K
Filed 2026-11-04
Quadrant Private Wealth Management, LLC
DECREASED
Shares2,165 from 2,264
Change-99 (-4%)
Value$266.5K (+$28.9K)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$264.7K (+$39.0K)
Filed 2026-11-02
Athena Wealth Management, LLC
DECREASED
Shares2,091 from 2,115
Change-24 (-1%)
Value$257.3K (+$35.4K)
Filed 2026-10-09
Americana Partners, LLC
INCREASED
Shares2,069 from 2,051
Change+18 (+1%)
Value$254.7K (+$39.4K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
NEW
Shares1,930
Change+1,930
Value$237.6K
Filed 2026-11-02
Apollon Wealth Management, LLC
NEW
Shares1,903
Change+1,903
Value$234.3K
Filed 2026-10-23
Commonwealth Equity Services, LLC
NEW
Shares1,878
Change+1,878
Value$231.1K
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED
Shares1,859 from 2,380
Change-521 (-22%)
Value$228.8K (-$21.0K)
Filed 2026-11-05
Old National Bancorp
NEW
Shares1,848
Change+1,848
Value$227.5K
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares1,834 from 2,291
Change-457 (-20%)
Value$225.8K (-$14.7K)
Filed 2026-10-28
Syverson Strege & Co
NEW
Shares1,789
Change+1,789
Value$220.2K
Filed 2026-11-02
Lido Advisors, LLC
NEW
Shares1,744
Change+1,744
Value$214.7K
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares1,742 from 2,046
Change-304 (-15%)
Value$214.4K (-$308)
Filed 2026-10-27
KCM Investment Advisors LLC
NEW
Shares1,717
Change+1,717
Value$211.4K
Filed 2026-10-27
Leo Wealth, LLC
NEW
Shares1,684
Change+1,684
Value$207.3K
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares1,558 from 550
Change+1,008 (+183%)
Value$191.8K (+$134.1K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares1,306 from 1,303
Change+3 (+0%)
Value$160.8K (+$24.0K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares1,228 from 1,178
Change+50 (+4%)
Value$149.3K (+$28.5K)
Filed 2026-10-16
Inspire Investing, LLC
INCREASED
Shares981 from 956
Change+25 (+3%)
Value$120.8K (+$20.5K)
Filed 2026-10-22
UMB Bank, n.a.
INCREASED
Shares810 from 801
Change+9 (+1%)
Value$99.7K (+$15.6K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$95.4K (+$14.6K)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares743 from 716
Change+27 (+4%)
Value$91.5K (+$16.3K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
NEW
Shares739
Change+739
Value$91.0K
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares727 from 528
Change+199 (+38%)
Value$89.5K (+$34.1K)
Filed 2026-10-30
Nisa Investment Advisors, LLC
INCREASED
Shares657 from 628
Change+29 (+5%)
Value$80.9K (+$15.0K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares590 from 24
Change+566 (+2358%)
Value$72.6K (+$70.1K)
Filed 2026-10-14
Bell Investment Advisors, Inc
DECREASED
Shares567 from 595
Change-28 (-5%)
Value$69.8K (+$7.3K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares539 from 270
Change+269 (+100%)
Value$66.4K (+$38.0K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$62.5K (+$9.2K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$55.9K (+$8.2K)
Filed 2026-10-14
Cullen T Bankers, Inc.
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$51.5K (+$7.6K)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares364 from 309
Change+55 (+18%)
Value$44.8K (+$12.4K)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares333 from 421
Change-88 (-21%)
Value$41.0K (-$3.2K)
Filed 2026-10-26
V-Square Quantitative Management LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$40.0K (+$5.9K)
Filed 2026-10-15
Eastern Bank
INCREASED
Shares324 from 229
Change+95 (+41%)
Value$39.9K (+$15.9K)
Filed 2026-10-05
Larson Financial Group LLC
DECREASED
Shares318 from 358
Change-40 (-11%)
Value$39.1K (+$1.6K)
Filed 2026-11-05
Albion Financial Group
DECREASED
Shares304 from 322
Change-18 (-6%)
Value$37.4K (+$3.6K)
Filed 2026-10-21
Clean Yield Group
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$32.4K (+$4.8K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares238 from 235
Change+3 (+1%)
Value$29.3K (+$4.6K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares196 from 144
Change+52 (+36%)
Value$24.1K (+$9.0K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares183 from 168
Change+15 (+9%)
Value$22.5K (+$4.9K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$21.1K (+$3.1K)
Filed 2026-10-07
Ascentis Wealth Management, LLC
NEW
Shares170
Change+170
Value$20.9K
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares169 from 156
Change+13 (+8%)
Value$20.8K (+$4.4K)
Filed 2026-11-05
Bare Financial Services, Inc
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$18.2K (+$2.7K)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$16.6K (+$2.4K)
Filed 2026-10-19
True Wealth Design, LLC
INCREASED
Shares131 from 118
Change+13 (+11%)
Value$16.1K (+$3.7K)
Filed 2026-10-13
North Star Investment Management Corp.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$15.0K (+$2.2K)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$13.5K (+$2.0K)
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$12.6K (+$1.9K)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$9.6K (+$1.4K)
Filed 2026-10-16
Signature Equity Partners, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$9.2K (+$1.4K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$8.9K (+$1.3K)
Filed 2026-10-21
Geneos Wealth Management Inc.
NEW
Shares68
Change+68
Value$8.4K
Filed 2026-11-09
Spire Wealth Management
DECREASED
Shares59 from 634
Change-575 (-91%)
Value$7.3K (-$59.3K)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares55
Change+55
Value$6.8K
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares55
Change+55
Value$6.8K
Filed 2026-10-27
Versant Capital Management, Inc
DECREASED
Shares52 from 72
Change-20 (-28%)
Value$6.4K (-$1.2K)
Filed 2026-10-02
Lanark Financial, Inc.
INCREASED
Shares50 from 38
Change+12 (+32%)
Value$6.2K (+$2.2K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares39
Change+39
Value$4.8K
Filed 2026-10-21
Park Square Financial Group, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.3K (+$635)
Filed 2026-11-09
Cape Investment Advisory, Inc.
INCREASED
Shares33 from 25
Change+8 (+32%)
Value$4.1K (+$1.4K)
Filed 2026-10-13
Ares Financial Consulting, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.7K (+$544)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.7K (+$544)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares26
Change+26
Value$3.2K
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.5K (+$362)
Filed 2026-11-03
Proathlete Wealth Management LLC
NEW
Shares17
Change+17
Value$2.1K
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares15
Change+15
Value$1.8K
Filed 2026-10-13
Noble Wealth Management PBC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.7K (+$254)
Filed 2026-10-01
Central Trust Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$862 (+$127)
Filed 2026-11-05
Abound Wealth Management
DECREASED
Shares6 from 8
Change-2 (-25%)
Value$739 (-$101)
Filed 2026-10-26
Trust Co
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$616 (+$91)
Filed 2026-10-09
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$123 (+$18)
Filed 2026-10-22
Geode Capital Management, LLC
CLOSED
Shares0 from 4,597
Change-4,597 (-100%)
Value$0 (-$482.5K)
Filed 2026-11-06
Keybank National Association
CLOSED
Shares0 from 3,650
Change-3,650 (-100%)
Value$0 (-$383.1K)
Filed 2026-11-04
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 2,145
Change-2,145 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-09
Diversified Trust Co
CLOSED
Shares0 from 2,075
Change-2,075 (-100%)
Value$0 (-$217.8K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-16
Kelleher Financial Advisors
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-04
Dogwood Wealth Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-09
Stone House Investment Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$630)
Filed 2026-10-23
CoreCap Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$420)
Filed 2026-10-08
BlackRock, Inc.
N/A
Shares— from 2,503,247
Change-2,503,247 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,498,937
Change-1,498,937 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,395,373
Change-1,395,373 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,156,398
Change-1,156,398 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,007,491
Change-1,007,491 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 860,141
Change-860,141 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 648,666
Change-648,666 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 621,848
Change-621,848 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 488,438
Change-488,438 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 396,115
Change-396,115 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 385,810
Change-385,810 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 363,470
Change-363,470 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 347,200
Change-347,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 325,521
Change-325,521 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 312,188
Change-312,188 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 286,393
Change-286,393 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 258,551
Change-258,551 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 251,922
Change-251,922 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 248,305
Change-248,305 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 221,569
Change-221,569 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 201,350
Change-201,350 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 170,789
Change-170,789 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 163,006
Change-163,006 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 161,706
Change-161,706 (-100%)
Value—
UBS Group AG
N/A
Shares— from 147,421
Change-147,421 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 135,607
Change-135,607 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 133,773
Change-133,773 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 130,140
Change-130,140 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 126,255
Change-126,255 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 123,909
Change-123,909 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 109,766
Change-109,766 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 106,348
Change-106,348 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 106,220
Change-106,220 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 104,010
Change-104,010 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 99,481
Change-99,481 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 92,433
Change-92,433 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 89,944
Change-89,944 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 87,427
Change-87,427 (-100%)
Value—
Capital International Investors
N/A
Shares— from 85,111
Change-85,111 (-100%)
Value—
Boston Partners
N/A
Shares— from 84,775
Change-84,775 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 74,954
Change-74,954 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 73,162
Change-73,162 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 70,136
Change-70,136 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 56,047
Change-56,047 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 54,227
Change-54,227 (-100%)
Value—
FMR LLC
N/A
Shares— from 53,880
Change-53,880 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 53,354
Change-53,354 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 47,192
Change-47,192 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 44,832
Change-44,832 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 44,034
Change-44,034 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 43,179
Change-43,179 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 42,730
Change-42,730 (-100%)
Value—
Capital World Investors
N/A
Shares— from 42,690
Change-42,690 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 39,210
Change-39,210 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 39,011
Change-39,011 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 36,334
Change-36,334 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 35,783
Change-35,783 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 35,233
Change-35,233 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 34,329
Change-34,329 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 33,731
Change-33,731 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,741
Change-32,741 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 32,351
Change-32,351 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 31,331
Change-31,331 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 30,478
Change-30,478 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 29,694
Change-29,694 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 28,888
Change-28,888 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,476
Change-28,476 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,457
Change-27,457 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 27,209
Change-27,209 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 26,798
Change-26,798 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 26,510
Change-26,510 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,664
Change-25,664 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,216
Change-24,216 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 23,567
Change-23,567 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,187
Change-23,187 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,834
Change-22,834 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,878
Change-21,878 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 20,288
Change-20,288 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 19,958
Change-19,958 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,789
Change-19,789 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 17,678
Change-17,678 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,585
Change-17,585 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 17,558
Change-17,558 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,517
Change-15,517 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 15,498
Change-15,498 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 15,222
Change-15,222 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,869
Change-13,869 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,626
Change-13,626 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,344
Change-13,344 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,782
Change-12,782 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 12,665
Change-12,665 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,937
Change-11,937 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,822
Change-11,822 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,762
Change-11,762 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 11,526
Change-11,526 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 11,144
Change-11,144 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,601
Change-10,601 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,504
Change-10,504 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,679
Change-9,679 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 8,811
Change-8,811 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
&partners
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,015
Change-7,015 (-100%)
Value—
State Street Corp
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,271
Change-3,271 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 987
Change-987 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 870
Change-870 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 453
Change-453 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 403
Change-403 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 389
Change-389 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 280
Change-280 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
EFG International AG
N/A
Shares— from 150
Change-150 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 113
Change-113 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 101
Change-101 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 89
Change-89 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
BNP Paribas
N/A
Shares— from 60
Change-60 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 27
Change-27 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
DECREASED2,399,9272,403,383-3,4560%$252.2M$295.6M+$43.4M2026-11-04
Todd Asset Management LLC
DECREASED474,403551,201-76,798-14%$57.9M$58.4M+$545.3K2026-10-27
Creative Planning
INCREASED315,741298,911+16,830+6%$31.4M$38.9M+$7.5M2026-11-02
Trinity Street Asset Management LLP
DECREASED144,483146,667-2,184-1%$15.4M$17.8M+$2.4M2026-10-16
Ethic Inc.
DECREASED108,727121,759-13,032-11%$12.8M$13.4M+$604.4K2026-11-03
Nykredit A/S
DECREASED91,801104,099-12,298-12%$10.9M$11.3M+$374.5K2026-11-06
LPL Financial LLC
INCREASED77,26959,154+18,115+31%$6.2M$9.5M+$3.3M2026-11-06
Gilman Hill Asset Management, LLC
INCREASED62,98460,374+2,610+4%$6.3M$7.8M+$1.4M2026-10-13
Citigroup Inc
DECREASED57,86758,373-506-1%$6.1M$7.1M+$996.6K2026-11-04
Ritholtz Wealth Management
INCREASED57,21355,107+2,106+4%$5.8M$7.0M+$1.3M2026-11-05
Vise Technologies, Inc.
INCREASED54,85246,408+8,444+18%$4.9M$6.8M+$1.9M2026-10-29
Bank of Montreal
INCREASED54,56653,185+1,381+3%$5.6M$6.7M+$1.1M2026-11-09
Gradient Investments LLC
DECREASED51,83652,942-1,106-2%$5.6M$6.4M+$824.2K2026-10-08
Russell Investments Group, Ltd.
INCREASED51,00510,198+40,807+400%$1.1M$6.3M+$5.2M2026-11-06
Quadrant Capital Group LLC
DECREASED47,12747,190-630%$5.0M$5.7M+$770.0K2026-10-20
Calamos Wealth Management LLC
INCREASED46,76241,908+4,854+12%$4.4M$5.8M+$1.4M2026-11-02
Barclays PLC
DECREASED43,63668,216-24,580-36%$7.2M$5.4M-$1.8M2026-11-06
Henry James International Management Inc.
INCREASED43,29743,268+29+0%$4.5M$5.3M+$788.5K2026-10-14
US Bancorp \de\
DECREASED43,09746,259-3,162-7%$4.9M$5.3M+$449.9K2026-11-05
Artemis Investment Management LLP
INCREASED36,20211,968+24,234+202%$1.3M$4.5M+$3.2M2026-10-08
Sava Infond d.o.o.
INCREASED32,0009,000+23,000+256%$944.6K$3.9M+$3.0M2026-10-28
Signaturefd, LLC
DECREASED30,12430,396-272-1%$3.2M$3.7M+$517.9K2026-10-23
Frank, Rimerman Advisors LLC
DECREASED26,25028,786-2,536-9%$3.0M$3.2M+$210.0K2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED23,61521,970+1,645+7%$2.3M$2.9M+$601.0K2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
INCREASED22,15021,918+232+1%$2.2M$2.8M+$592.8K2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED22,03422,03400%$2.3M$2.3M$02026-10-15
Crossmark Global Holdings, Inc.
DECREASED21,82724,458-2,631-11%$2.6M$2.7M+$119.8K2026-10-21
PNC Financial Services Group, Inc.
DECREASED21,38123,805-2,424-10%$2.5M$2.6M+$133.5K2026-11-06
Park Avenue Securities LLC
INCREASED20,43717,118+3,319+19%$1.8M$2.5K-$1.8M2026-10-26
Abacus Wealth Partners, LLC
DECREASED19,77421,493-1,719-8%$2.3M$2.4M+$178.3K2026-11-03
Amundi
UNCHANGED19,32019,32000%$2.0M$2.4M+$350.5K2026-11-06
Bank of New York Mellon Corp
INCREASED18,02116,325+1,696+10%$1.7M$2.2M+$504.9K2026-11-05
Atria Investments, Inc
INCREASED16,28115,377+904+6%$1.6M$2.0M+$390.3K2026-10-15
Aubrey Capital Management Ltd
DECREASED16,00019,000-3,000-16%$2.0M$2.0M-$24.6K2026-10-19
Greenleaf Trust
DECREASED15,91716,257-340-2%$1.7M$2.0M+$253.0K2026-10-29
Deltec Asset Management LLC
UNCHANGED15,65815,65800%$1.6M$1.9M+$284.0K2026-10-26
Parallel Advisors, LLC
INCREASED15,61515,521+94+1%$1.6M$1.9M+$293.1K2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED15,4259,496+5,929+62%$962.8K$2.0M+$1.0M2026-11-06
Solstein Capital, LLC
UNCHANGED14,98714,98700%$1.6M$1.8M+$271.9K2026-11-02
Compound Planning, Inc.
INCREASED14,54713,451+1,096+8%$1.4M$1.8M+$378.9K2026-11-09
TT International Asset Management LTD
NEW13,609—+13,609——$1.7M—2026-10-30
LSV Asset Management
UNCHANGED13,12113,12100%$1.4M$1.6K-$1.4M2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED11,45410,094+1,360+13%$1.1M$1.4M+$350.5K2026-10-09
Hennion & Walsh Asset Management, Inc.
DECREASED10,94211,009-67-1%$1.2M$1.3M+$191.5K2026-10-13
PDS Planning, Inc
DECREASED10,69211,908-1,216-10%$1.2M$1.3M+$66.3K2026-11-03
Vontobel Holding Ltd.
DECREASED10,48011,570-1,090-9%$1.2M$1.3M+$75.7K2026-10-16
Aprio Wealth Management, LLC
INCREASED10,27010,109+161+2%$1.1M$1.3M+$203.2K2026-10-28
Aaron Wealth Advisors LLC
DECREASED10,15411,412-1,258-11%$1.2M$1.2M+$52.2K2026-10-13
E. Ohman J:or Asset Management AB
NEW9,690—+9,690——$1.2M—2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED8,7387,736+1,002+13%$952.9K$1.1M+$113.5K2026-10-13
CIBC Asset Management Inc
INCREASED8,6996,408+2,291+36%$672.6K$1.1M+$398.3K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED8,6456,054+2,591+43%$635.4K$1.1M+$428.8K2026-10-27
Truist Financial Corp
INCREASED8,5478,117+430+5%$852.0K$1.1M+$200.2K2026-10-30
Savant Capital, LLC
INCREASED8,5454,196+4,349+104%$441.1K$1.1M+$610.9K2026-11-06
Highland Capital Management, LLC
DECREASED8,3758,800-425-5%$923.6K$1.0M+$107.3K2026-10-26
Tred Avon Family Wealth, LLC
DECREASED7,9708,075-105-1%$847.6K$981.1K+$133.6K2026-10-20
Fifth Third Bancorp
INCREASED7,9087,775+133+2%$816.1K$973.5K+$157.4K2026-11-05
Pzena Investment Management LLC
UNCHANGED7,6407,64000%$801.9K$940.5K+$138.6K2026-10-30
Canopy Partners, LLC
DECREASED6,8467,174-328-5%$753.0K$842.7K+$89.8K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED6,7555,841+914+16%$599.2K$824.7K+$225.5K2026-11-04
Profund Advisors LLC
DECREASED6,7387,905-1,167-15%$829.7K$829.4K-$2612026-10-29
Xponance LLC
DECREASED6,6357,278-643-9%$763.9K$816.8K+$52.9K2026-11-03
HB Wealth Management, LLC
INCREASED6,5526,354+198+3%$667.0K$806.5K+$139.6K2026-10-23
Coldstream Capital Management Inc
INCREASED6,2615,954+307+5%$625.0K$770.8K+$145.8K2026-11-09
Victory Financial Group, LLC
INCREASED6,2035,077+1,126+22%$532.9K$763.6K+$230.7K2026-10-27
Summit Global Investments
DECREASED5,85410,576-4,722-45%$1.1M$721-$1.1M2026-10-28
Gamma Investing LLC
INCREASED5,8464,874+972+20%$511.6K$719.6K+$208.1K2026-10-08
Evergreen Capital Management LLC
INCREASED5,4965,429+67+1%$569.8K$676.6K+$106.7K2026-10-23
Kathmere Capital Management, LLC
DECREASED5,1545,382-228-4%$564.9K$634.5K+$69.6K2026-10-20
Crestwood Advisors Group, LLC
INCREASED5,0874,755+332+7%$499.1K$626.2K+$127.1K2026-10-27
Plato Investment Management Ltd
DECREASED4,9906,213-1,223-20%$648.3K$616.7K-$31.7K2026-11-05
Confluence Investment Management LLC
INCREASED4,9774,964+13+0%$521.0K$612.6K+$91.6K2026-10-01
EverSource Wealth Advisors, LLC
DECREASED4,8825,009-127-3%$525.8K$601.1K+$75.3K2026-11-04
DekaBank Deutsche Girozentrale
DECREASED4,61710,687-6,070-57%$1.0K$570-$4582026-10-27
B. Metzler seel. Sohn & Co. AG
UNCHANGED4,6174,61700%$484.6K$568.4K+$83.8K2026-10-30
Candriam S.C.A.
UNCHANGED4,6034,60300%$482.7K$568.7K+$86.0K2026-11-03
Farther Finance Advisors, LLC
DECREASED4,5724,674-102-2%$489.7K$562.8K+$73.0K2026-10-08
Foster Group, Inc.
DECREASED4,4524,487-35-1%$471.0K$548.0K+$77.1K2026-10-13
MW Advisory, LLC
INCREASED4,2363,198+1,038+32%$335.6K$521.5K+$185.9K2026-10-19
Greenspring Advisors, LLC
DECREASED4,0064,430-424-10%$465.0K$493.1K+$28.2K2026-11-05
Perigon Wealth Management, LLC
DECREASED3,9384,160-222-5%$436.6K$484.8K+$48.2K2026-10-22
Tuttle Capital Management, LLC
NEW3,826—+3,826——$474.0K—2026-10-21
Assetmark, Inc
INCREASED3,8252,449+1,376+56%$257.1K$470.9K+$213.8K2026-10-21
Blue Trust, Inc.
INCREASED3,7343,507+227+6%$368.1K$459.7K+$91.6K2026-10-15
Drive Wealth Management, LLC
INCREASED3,5803,563+17+0%$373.9K$440.7K+$66.8K2026-11-09
Elevation Point Wealth Partners, LLC
DECREASED3,3805,816-2,436-42%$610.4K$416.0K-$194.4K2026-11-05
D'Orazio & Associates, Inc.
INCREASED3,3643,173+191+6%$333.0K$414.1K+$81.1K2026-11-04
InTrack Investment Management Inc
INCREASED3,1952,440+755+31%$256.1K$393.3K+$137.2K2026-10-15
Legacy Capital Group California, Inc.
NEW3,193—+3,193——$393.1K—2026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED3,1863,655-469-13%$383.6K$392.2K+$8.6K2026-10-27
Rose Capital Advisors LLC
NEW3,185—+3,185——$392.1K—2026-11-04
Allworth Financial LP
INCREASED3,0822,546+536+21%$267.2K$323.5K+$56.3K2026-11-06
HUB Investment Partners, LLC
INCREASED3,0402,963+77+3%$311.0K$374.2K+$63.2K2026-11-03
GK Wealth Management LLC
DECREASED2,9284,469-1,541-34%$469.1K$360.4K-$108.6K2026-10-09
Ascent Group, LLC
INCREASED2,8322,272+560+25%$238.5K$348.6K+$110.2K2026-10-30
55 North Private Wealth, LLC
INCREASED2,7842,696+88+3%$283.0K$342.7K+$59.7K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED2,6992,839-140-5%$298.0K$332-$297.7K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED2,6961,957+739+38%$205.4K$331.9K+$126.5K2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED2,6832,632+51+2%$276.3K$330.3K+$54.0K2026-10-20
Optas, LLC
INCREASED2,6332,610+23+1%$273.9K$324.1K+$50.2K2026-11-09
Verdence Capital Advisors LLC
DECREASED2,6282,632-40%$276.2K$323.5K+$47.3K2026-10-26
Merit Financial Group, LLC
INCREASED2,6042,143+461+22%$224.9K$320.5K+$95.6K2026-11-06
Resonant Capital Advisors, LLC
INCREASED2,5032,444+59+2%$256.5K$308.1K+$51.6K2026-10-15
Thrivent Financial for Lutherans
INCREASED2,4032,397+6+0%$247$294+$472026-11-05
Angeles Wealth Management, LLC
DECREASED2,4022,564-162-6%$269.1K$295.7K+$26.6K2026-10-26
Enterprise Financial Services Corp
DECREASED2,3052,381-76-3%$249.9K$283.7K+$33.8K2026-11-03
Deutsche Bank Ag\
INCREASED2,30030+2,270+7567%$3.1K$283.1K+$280.0K2026-11-06
Dynamic Advisor Solutions LLC
NEW2,289—+2,289——$281.8K—2026-10-13
First Affirmative Financial Network
NEW2,261—+2,261——$278.3K—2026-10-21
Valeo Financial Advisors, LLC
INCREASED2,2362,141+95+4%$224.8K$275.2K+$50.5K2026-10-08
Hardy Reed LLC
NEW2,205—+2,205——$271.4K—2026-11-06
Csenge Advisory Group
NEW2,182—+2,182——$268.6K—2026-11-04
Quadrant Private Wealth Management, LLC
DECREASED2,1652,264-99-4%$237.6K$266.5K+$28.9K2026-11-04
Pekin Hardy Strauss, Inc.
UNCHANGED2,1502,15000%$225.7K$264.7K+$39.0K2026-11-02
Athena Wealth Management, LLC
DECREASED2,0912,115-24-1%$222.0K$257.3K+$35.4K2026-10-09
Americana Partners, LLC
INCREASED2,0692,051+18+1%$215.3K$254.7K+$39.4K2026-10-28
Walkner Condon Financial Advisors LLC
NEW1,930—+1,930——$237.6K—2026-11-02
Apollon Wealth Management, LLC
NEW1,903—+1,903——$234.3K—2026-10-23
Commonwealth Equity Services, LLC
NEW1,878—+1,878——$231.1K—2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED1,8592,380-521-22%$249.8K$228.8K-$21.0K2026-11-05
Old National Bancorp
NEW1,848—+1,848——$227.5K—2026-10-20
Choreo, LLC
DECREASED1,8342,291-457-20%$240.5K$225.8K-$14.7K2026-10-28
Syverson Strege & Co
NEW1,789—+1,789——$220.2K—2026-11-02
Lido Advisors, LLC
NEW1,744—+1,744——$214.7K—2026-11-04
Oppenheimer Asset Management Inc.
DECREASED1,7422,046-304-15%$214.7K$214.4K-$3082026-10-27
KCM Investment Advisors LLC
NEW1,717—+1,717——$211.4K—2026-10-27
Leo Wealth, LLC
NEW1,684—+1,684——$207.3K—2026-10-26
First Command Advisory Services, Inc.
INCREASED1,558550+1,008+183%$57.7K$191.8K+$134.1K2026-11-05
Clearstead Advisors, LLC
INCREASED1,3061,303+3+0%$136.8K$160.8K+$24.0K2026-11-06
TD Waterhouse Canada Inc.
INCREASED1,2281,178+50+4%$120.8K$149.3K+$28.5K2026-10-16
Inspire Investing, LLC
INCREASED981956+25+3%$100.3K$120.8K+$20.5K2026-10-22
UMB Bank, n.a.
INCREASED810801+9+1%$84.1K$99.7K+$15.6K2026-11-06
Westside Investment Management, Inc.
UNCHANGED77077000%$80.8K$95.4K+$14.6K2026-11-02
TD Private Client Wealth LLC
INCREASED743716+27+4%$75.2K$91.5K+$16.3K2026-10-28
Caitong International Asset Management Co., Ltd
NEW739—+739——$91.0K—2026-10-29
Richardson Financial Services Inc.
INCREASED727528+199+38%$55.4K$89.5K+$34.1K2026-10-30
Nisa Investment Advisors, LLC
INCREASED657628+29+5%$65.9K$80.9K+$15.0K2026-10-20
Mather Group, Llc.
INCREASED59024+566+2358%$2.5K$72.6K+$70.1K2026-10-14
Bell Investment Advisors, Inc
DECREASED567595-28-5%$62.5K$69.8K+$7.3K2026-10-29
Private Trust Co NA
INCREASED539270+269+100%$28.3K$66.4K+$38.0K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED50850800%$53.3K$62.5K+$9.2K2026-11-03
Triumph Capital Management
UNCHANGED45445400%$47.7K$55.9K+$8.2K2026-10-14
Cullen T Bankers, Inc.
UNCHANGED41841800%$43.9K$51.5K+$7.6K2026-10-28
Financial Consulate, Inc
INCREASED364309+55+18%$32.4K$44.8K+$12.4K2026-10-23
First Horizon Corp
DECREASED333421-88-21%$44.2K$41.0K-$3.2K2026-10-26
V-Square Quantitative Management LLC
UNCHANGED32532500%$34.1K$40.0K+$5.9K2026-10-15
Eastern Bank
INCREASED324229+95+41%$24.1K$39.9K+$15.9K2026-10-05
Larson Financial Group LLC
DECREASED318358-40-11%$37.6K$39.1K+$1.6K2026-11-05
Albion Financial Group
DECREASED304322-18-6%$33.8K$37.4K+$3.6K2026-10-21
Clean Yield Group
UNCHANGED26326300%$27.6K$32.4K+$4.8K2026-10-28
Rossby Financial, LCC
INCREASED238235+3+1%$24.7K$29.3K+$4.6K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED196144+52+36%$15.1K$24.1K+$9.0K2026-10-20
Parkside Financial Bank & Trust
INCREASED183168+15+9%$17.6K$22.5K+$4.9K2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED17117100%$17.9K$21.1K+$3.1K2026-10-07
Ascentis Wealth Management, LLC
NEW170—+170——$20.9K—2026-11-03
Silver Grove Financial Group, Inc.
INCREASED169156+13+8%$16.4K$20.8K+$4.4K2026-11-05
Bare Financial Services, Inc
UNCHANGED14814800%$15.5K$18.2K+$2.7K2026-11-04
Highline Wealth Partners LLC
UNCHANGED13513500%$14.2K$16.6K+$2.4K2026-10-19
True Wealth Design, LLC
INCREASED131118+13+11%$12.4K$16.1K+$3.7K2026-10-13
North Star Investment Management Corp.
UNCHANGED12212200%$12.8K$15.0K+$2.2K2026-10-27
Acumen Wealth Advisors, LLC
UNCHANGED11011000%$11.5K$13.5K+$2.0K2026-11-05
Financial Management Professionals, Inc.
UNCHANGED10210200%$10.7K$12.6K+$1.9K2026-10-23
IFP Advisors, Inc
UNCHANGED787800%$8.2K$9.6K+$1.4K2026-10-16
Signature Equity Partners, LLC
UNCHANGED747400%$7.8K$9.2K+$1.4K2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED727200%$7.6K$8.9K+$1.3K2026-10-21
Geneos Wealth Management Inc.
NEW68—+68——$8.4K—2026-11-09
Spire Wealth Management
DECREASED59634-575-91%$66.5K$7.3K-$59.3K2026-10-30
Jacobi Capital Management LLC
NEW55—+55——$6.8K—2026-11-05
Elyxium Wealth, LLC
NEW55—+55——$6.8K—2026-10-27
Versant Capital Management, Inc
DECREASED5272-20-28%$7.6K$6.4K-$1.2K2026-10-02
Lanark Financial, Inc.
INCREASED5038+12+32%$4.0K$6.2K+$2.2K2026-10-26
Root Financial Partners, LLC
NEW39—+39——$4.8K—2026-10-21
Park Square Financial Group, LLC
UNCHANGED353500%$3.7K$4.3K+$6352026-11-09
Cape Investment Advisory, Inc.
INCREASED3325+8+32%$2.6K$4.1K+$1.4K2026-10-13
Ares Financial Consulting, LLC
UNCHANGED303000%$3.1K$3.7K+$5442026-10-19
Brown, Lisle Ings, Inc.
UNCHANGED303000%$3.1K$3.7K+$5442026-10-16
Provenance Wealth Advisors, LLC
NEW26—+26——$3.2K—2026-10-30
Asset Dedication, LLC
UNCHANGED202000%$2.1K$2.5K+$3622026-11-03
Proathlete Wealth Management LLC
NEW17—+17——$2.1K—2026-10-15
Meriwether Wealth & Planning, LLC
NEW15—+15——$1.8K—2026-10-13
Noble Wealth Management PBC
UNCHANGED141400%$1.5K$1.7K+$2542026-10-01
Central Trust Co
UNCHANGED7700%$735$862+$1272026-11-05
Abound Wealth Management
DECREASED68-2-25%$840$739-$1012026-10-26
Trust Co
UNCHANGED5500%$525$616+$912026-10-09
SBI Securities Co., Ltd.
UNCHANGED1100%$105$123+$182026-10-22
Geode Capital Management, LLC
CLOSED04,597-4,597-100%$482.5K$0-$482.5K2026-11-06
Keybank National Association
CLOSED03,650-3,650-100%$383.1K$0-$383.1K2026-11-04
CogentBlue Wealth Advisors, LLC
CLOSED02,145-2,145-100%$225.1K$0-$225.1K2026-10-09
Diversified Trust Co
CLOSED02,075-2,075-100%$217.8K$0-$217.8K2026-11-06
Cornerstone Planning Group LLC
CLOSED050-50-100%$5.9K$0-$5.9K2026-10-16
Kelleher Financial Advisors
CLOSED048-48-100%$5.0K$0-$5.0K2026-10-30
Simplex Trading, LLC
CLOSED024-24-100%$2.5K$0-$2.5K2026-11-04
Dogwood Wealth Management LLC
CLOSED010-10-100%$1.1K$0-$1.1K2026-11-09
Stone House Investment Management, LLC
CLOSED06-6-100%$630$0-$6302026-10-23
CoreCap Advisors, LLC
CLOSED04-4-100%$420$0-$4202026-10-08
BlackRock, Inc.
N/A—2,503,247-2,503,247-100%$262.7M———
Lazard Asset Management LLC
N/A—1,498,937-1,498,937-100%$157.3M———
Morgan Stanley
N/A—1,395,373-1,395,373-100%$146.5M———
American Century Companies Inc
N/A—1,156,398-1,156,398-100%$121.4M———
Bank of America Corp
N/A—1,007,491-1,007,491-100%$105.7M———
Northern Trust Corp
N/A—860,141-860,141-100%$90.3M———
CIBC Bancorp USA Inc.
N/A—648,666-648,666-100%$68.1M———
BNP Paribas Asset Management Holding S.A.
N/A—621,848-621,848-100%$65.3M———
Clark Capital Management Group, Inc.
N/A—488,438-488,438-100%$51.3M———
WCM Investment Management, LLC
N/A—396,115-396,115-100%$40.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—385,810-385,810-100%$40.5M———
Marshall Wace, LLP
N/A—363,470-363,470-100%$38.1M———
Teachers Retirement System of the State of Kentucky
N/A—347,200-347,200-100%$36.4M———
Royal Bank of Canada
N/A—325,521-325,521-100%$34.2M———
Goldman Sachs Group Inc
N/A—312,188-312,188-100%$32.8M———
Envestnet Asset Management Inc
N/A—286,393-286,393-100%$30.1M———
Arrowstreet Capital, Limited Partnership
N/A—258,551-258,551-100%$27.1M———
Vanguard Capital Management LLC
N/A—251,922-251,922-100%$26.4M———
Ramirez Asset Management, Inc.
N/A—248,305-248,305-100%$26.1M———
Quantinno Capital Management LP
N/A—221,569-221,569-100%$23.3M———
Nomura Asset Management International Inc.
N/A—201,350-201,350-100%$21.1M———
O'shaughnessy Asset Management, LLC
N/A—170,789-170,789-100%$17.9M———
Silvercrest Asset Management Group LLC
N/A—163,006-163,006-100%$17.1M———
Invesco Ltd.
N/A—161,706-161,706-100%$17.0M———
UBS Group AG
N/A—147,421-147,421-100%$15.5M———
Advisory Research Inc
N/A—135,607-135,607-100%$14.2M———
Natixis Advisors, LLC
N/A—133,773-133,773-100%$14.0M———
Cullen Capital Management, LLC
N/A—130,140-130,140-100%$13.7M———
Promethos Capital, LLC
N/A—126,255-126,255-100%$13.3M———
Wells Fargo & Company
N/A—123,909-123,909-100%$13.0M———
Jones Financial Companies Lllp
N/A—109,766-109,766-100%$10.8M———
Schroder Investment Management Group
N/A—106,348-106,348-100%$10.8M———
HSBC Holdings PLC
N/A—106,220-106,220-100%$11.1M———
Vanguard Personalized Indexing Management, LLC
N/A—104,010-104,010-100%$10.9M———
D. E. Shaw & Co., Inc.
N/A—99,481-99,481-100%$10.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—92,433-92,433-100%$9.7M———
Life Cycle Investment Partners Ltd
N/A—89,944-89,944-100%$9.4M———
Victory Capital Management Inc
N/A—87,427-87,427-100%$9.2M———
Capital International Investors
N/A—85,111-85,111-100%$8.9M———
Boston Partners
N/A—84,775-84,775-100%$9.0M———
Wellington Management Group LLP
N/A—74,954-74,954-100%$7.9M———
NewEdge Wealth, LLC
N/A—73,162-73,162-100%$7.7M———
Acadian Asset Management LLC
N/A—70,136-70,136-100%$7.4M———
Vident Advisory, LLC
N/A—56,047-56,047-100%$5.9M———
Millennium Management LLC
N/A—54,227-54,227-100%$5.7M———
FMR LLC
N/A—53,880-53,880-100%$5.7M———
Capital Research Global Investors
N/A—53,354-53,354-100%$5.4M———
Two Sigma Investments, LP
N/A—47,192-47,192-100%$5.0M———
Cerity Partners LLC
N/A—44,832-44,832-100%$4.7M———
Rhumbline Advisers
N/A—44,034-44,034-100%$4.6M———
Raymond James Financial Inc
N/A—43,179-43,179-100%$4.5M———
XTX Topco Ltd
N/A—42,730-42,730-100%$4.5M———
Capital World Investors
N/A—42,690-42,690-100%$4.3M———
Public Employees Retirement System of Ohio
N/A—39,210-39,210-100%$4.1M———
Point72 Asset Management, L.P.
N/A—39,011-39,011-100%$4.1M———
Van Eck Associates Corp
N/A—36,334-36,334-100%$3.8M———
UBS Asset Management Americas LLC
N/A—35,783-35,783-100%$3.8M———
Ballentine Partners, LLC
N/A—35,233-35,233-100%$3.7M———
IEQ Capital, LLC
N/A—34,329-34,329-100%$3.6M———
Integrated Quantitative Investments LLC
N/A—33,731-33,731-100%$3.5M———
Mariner, LLC
N/A—32,741-32,741-100%$3.4M———
SEI Investments Co
N/A—32,351-32,351-100%$3.4M———
Pathstone Holdings, LLC
N/A—31,331-31,331-100%$3.3M———
Price T Rowe Associates Inc
N/A—30,478-30,478-100%$3.2M———
First Trust Advisors LP
N/A—29,694-29,694-100%$3.1M———
Advisors Asset Management, Inc.
N/A—28,888-28,888-100%$3.0M———
Cetera Investment Advisers
N/A—28,476-28,476-100%$3.0M———
Rockefeller Capital Management L.P.
N/A—27,457-27,457-100%$2.9M———
Sequoia Financial Advisors, LLC
N/A—27,209-27,209-100%$2.9M———
Ariel Investments, LLC
N/A—26,798-26,798-100%$2.8M———
Voya Investment Management LLC
N/A—26,510-26,510-100%$2.8M———
AQR Capital Management LLC
N/A—25,664-25,664-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—24,216-24,216-100%$2.5M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—23,567-23,567-100%$2.5M———
JPMorgan Chase & Co
N/A—23,187-23,187-100%$2.3M———
Captrust Financial Advisors
N/A—22,834-22,834-100%$2.4M———
Caprock Group, LLC
N/A—21,878-21,878-100%$2.3M———
Marietta Investment Partners LLC
N/A—20,288-20,288-100%$2.1M———
Massachusetts Financial Services Co
N/A—19,958-19,958-100%$2.1M———
MML Investors Services, LLC
N/A—19,789-19,789-100%$2.1M———
PCM Encore, LLC
N/A—17,678-17,678-100%$1.9M———
NewEdge Advisors, LLC
N/A—17,585-17,585-100%$1.8M———
Voleon Capital Management LP
N/A—17,558-17,558-100%$1.8M———
Mercer Global Advisors Inc
N/A—15,517-15,517-100%$1.6M———
Groupama Asset Managment
N/A—15,498-15,498-100%$1.6M———
Bleakley Financial Group, LLC
N/A—15,222-15,222-100%$1.6M———
Susquehanna International Group, LLP
N/A—13,869-13,869-100%$1.5M———
Vestmark Advisory Solutions, Inc.
N/A—13,626-13,626-100%$1.4M———
Focus Partners Wealth
N/A—13,344-13,344-100%$1.4M———
Nuveen, LLC
N/A—12,782-12,782-100%$1.3M———
Voloridge Investment Management, LLC
N/A—12,665-12,665-100%$1.3M———
Barometer Capital Management Inc.
N/A—12,500-12,500-100%$1.3M———
Stifel Financial Corp
N/A—12,496-12,496-100%$1.3M———
Ameriprise Financial Inc
N/A—11,937-11,937-100%$1.3M———
HighTower Advisors, LLC
N/A—11,822-11,822-100%$1.2M———
Sanctuary Advisors, LLC
N/A—11,762-11,762-100%$1.2M———
Osaic Holdings, Inc.
N/A—11,527-11,527-100%$1.2M———
Royal London Asset Management LTD
N/A—11,526-11,526-100%$1.2M———
Guggenheim Capital LLC
N/A—11,144-11,144-100%$1.2M———
QRG Capital Management, Inc.
N/A—10,794-10,794-100%$1.1M———
Principal Securities, Inc.
N/A—10,601-10,601-100%$1.1M———
Bridgewater Advisors Inc.
N/A—10,504-10,504-100%$1.3M———
Prelude Capital Management, LLC
N/A—10,500-10,500-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—10,270-10,270-100%$1.1M———
Venturi Wealth Management, LLC
N/A—9,693-9,693-100%$1.0M———
Neuberger Berman Group LLC
N/A—9,679-9,679-100%$1.0M———
LGT Group Foundation
N/A—8,835-8,835-100%$927.3K———
West Family Investments, Inc.
N/A—8,811-8,811-100%$924.8K———
BSW Wealth Partners
N/A—8,265-8,265-100%$867.5K———
&partners
N/A—8,107-8,107-100%$849.8K———
Engineers Gate Manager LP
N/A—7,668-7,668-100%$804.8K———
Atlas Capital Advisors Inc.
N/A—7,522-7,522-100%$789.5K———
Seeds Investor LLC
N/A—7,015-7,015-100%$736.3K———
State Street Corp
N/A—6,646-6,646-100%$697.6K———
Systematic Alpha Investments, LLC
N/A—6,600-6,600-100%$692.7K———
Global Retirement Partners, LLC
N/A—6,416-6,416-100%$673.4K———
Naviter Wealth, LLC
N/A—6,408-6,408-100%$672.6K———
Integrated Wealth Concepts LLC
N/A—6,407-6,407-100%$672.5K———
Franklin Resources Inc
N/A—5,947-5,947-100%$624.2K———
Syon Capital LLC
N/A—5,590-5,590-100%$586.7K———
Vanguard Fiduciary Trust Co
N/A—5,505-5,505-100%$577.8K———
Empowered Funds, LLC
N/A—5,304-5,304-100%$556.7K———
Basecamp Wealth Advisors LLC
N/A—5,228-5,228-100%$548.7K———
Arkadios Wealth Advisors
N/A—5,177-5,177-100%$543.5K———
Winton Group Ltd
N/A—5,100-5,100-100%$535.3K———
BNP Paribas Financial Markets
N/A—5,024-5,024-100%$527.3K———
Hantz Financial Services, Inc.
N/A—4,675-4,675-100%$491.0K———
Thornburg Investment Management Inc
N/A—4,545-4,545-100%$477.0K———
Sivia Capital Partners, LLC
N/A—4,543-4,543-100%$476.8K———
Glenmede Trust Co NA
N/A—4,334-4,334-100%$454.9K———
Shelton Capital Management
N/A—4,184-4,184-100%$439.2K———
JBF Capital, Inc.
N/A—4,000-4,000-100%$419.8K———
Gateway Wealth Partners, LLC
N/A—3,637-3,637-100%$381.7K———
EP Wealth Advisors, LLC
N/A—3,608-3,608-100%$378.7K———
Callan Family Office, LLC
N/A—3,553-3,553-100%$372.9K———
Oversea-Chinese Banking Corp Ltd
N/A—3,547-3,547-100%$372.3K———
Focus Partners Advisor Solutions, LLC
N/A—3,378-3,378-100%$354.5K———
JMN Financial LLC
N/A—3,358-3,358-100%$352.5K———
M&T Bank Corp
N/A—3,271-3,271-100%$343.3K———
Composition Wealth, LLC
N/A—3,019-3,019-100%$316.9K———
GeoWealth Management, LLC
N/A—3,008-3,008-100%$316.1K———
Centiva Capital, LP
N/A—2,965-2,965-100%$311.2K———
Bessemer Group Inc
N/A—2,962-2,962-100%$311.0K———
Aspen Grove Capital, LLC
N/A—2,864-2,864-100%$300.7K———
EntryPoint Capital, LLC
N/A—2,828-2,828-100%$296.8K———
Mattson Financial Services, LLC
N/A—2,809-2,809-100%$337.8K———
Brown Financial Advisors
N/A—2,626-2,626-100%$275.6K———
Waverly Advisors, LLC
N/A—2,584-2,584-100%$271.2K———
OneAscent Family Office, LLC
N/A—2,576-2,576-100%$270.4K———
Snowden Capital Advisors LLC
N/A—2,536-2,536-100%$266.2K———
MAI Capital Management
N/A—2,150-2,150-100%$225.7K———
Blair William & Co
N/A—2,149-2,149-100%$225.6K———
Arax Advisory Partners
N/A—2,128-2,128-100%$223.3K———
Rehmann Capital Advisory Group
N/A—2,122-2,122-100%$222.7K———
Calydon Capital
N/A—2,111-2,111-100%$221.6K———
Wealth Alliance, LLC
N/A—1,952-1,952-100%$204.9K———
Harris Associates L P
N/A—1,944-1,944-100%$204.0K———
Frec Markets, Inc.
N/A—1,930-1,930-100%$202.6K———
Janney Montgomery Scott LLC
N/A—1,916-1,916-100%$201.0K———
Transamerica Financial Advisors, LLC
N/A—1,882-1,882-100%$197.6K———
SG Americas Securities, LLC
N/A—1,291-1,291-100%$136.0K———
Huntington National Bank
N/A—1,180-1,180-100%$123.9K———
Mcguire Capital Advisors Inc
N/A—987-987-100%$103.6K———
Harbour Investments, Inc.
N/A—958-958-100%$100.6K———
WealthCollab, LLC
N/A—898-898-100%$94.3K———
Smartleaf Asset Management LLC
N/A—897-897-100%$90.9K———
Northwestern Mutual Wealth Management Co
N/A—870-870-100%$91.3K———
Aquatic Capital Management LLC
N/A—707-707-100%$74.2K———
Vanguard Global Advisers, LLC
N/A—688-688-100%$72.2K———
Altrinsic Global Advisors LLC
N/A—674-674-100%$70.7K———
Bruce G. Allen Investments, LLC
N/A—473-473-100%$49.6K———
Park Place Capital Corp
N/A—453-453-100%$47.5K———
Brown Brothers Harriman & Co
N/A—403-403-100%$42.3K———
Tower Research Capital LLC (TRC)
N/A—389-389-100%$40.8K———
Fiduciary Financial Advisors
N/A—280-280-100%$29.2K———
Cornerstone Financial Management LLC
N/A—167-167-100%$17.5K———
Raffa Wealth Management, LLC
N/A—159-159-100%$16.7K———
Continuum Advisory, LLC
N/A—153-153-100%$16.1K———
EFG International AG
N/A—150-150-100%$15.7K———
LRI Investments, LLC
N/A—150-150-100%$15.7K———
Allied Private Wealth LLC
N/A—131-131-100%$15.3K———
National Bank of Canada
N/A—113-113-100%$11.9K———
Medallion Wealth Advisors, LLC
N/A—106-106-100%$11.1K———
SHP Wealth Management
N/A—101-101-100%$10.6K———
Steward Partners Investment Advisory, LLC
N/A—95-95-100%$10.0K———
Aventura Private Wealth, LLC
N/A—94-94-100%$9.9K———
Proffitt & Goodson Inc
N/A—89-89-100%$9.3K———
JPL Wealth Management, LLC
N/A—61-61-100%$6.4K———
BNP Paribas
N/A—60-60-100%$6.3K———
Kilter Group LLC
N/A—48-48-100%$5.0K———
Capital Analysts, LLC
N/A—41-41-100%$4———
BOK Financial Private Wealth, Inc.
N/A—36-36-100%$3.8K———
Basepoint Wealth LLC
N/A—31-31-100%$3.3K———
Bravera Wealth
N/A—27-27-100%$2.8K———
Steigerwald, Gordon & Koch Inc.
N/A—24-24-100%$2.5K———
IMA Advisory Services, Inc.
N/A—17-17-100%$1.8K———
FWL Investment Management, LLC
N/A—16-16-100%$1.7K———
Marshall Investment Management, LLC
N/A—5-5-100%$525———
Erste Asset Management GmbH
N/A—00—$0———
Showing 394 of 394 institutions