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Koninklijke Philips Nvr- NY (PHG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mondrian Investment Partners LTD
DECREASED
Shares7,885,781 from 8,067,528
Change-181,747 (-2%)
Value$192.6M (-$26.7M)
Filed 2026-10-23
Dimensional Fund Advisors LP
INCREASED
Shares4,407,860 from 4,340,691
Change+67,169 (+2%)
Value$107.7M (-$10.3M)
Filed 2026-11-04
Investment Management Associates Inc
INCREASED
Shares870,273 from 859,379
Change+10,894 (+1%)
Value$21.3M (-$2.1M)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares353,020 from 346,530
Change+6,490 (+2%)
Value$8.6M (-$797.9K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares237,841 from 238,230
Change-389 (0%)
Value$5.8M (-$667.0K)
Filed 2026-10-27
ABC Arbitrage SA
INCREASED
Shares237,377 from 237,271
Change+106 (+0%)
Value$5.8M (-$652.3K)
Filed 2026-10-23
Inlet Private Wealth, LLC
DECREASED
Shares183,513 from 185,291
Change-1,778 (-1%)
Value$4.5M (-$554.8K)
Filed 2026-10-21
US Bancorp \de\
DECREASED
Shares141,622 from 160,156
Change-18,534 (-12%)
Value$3.5M (-$894.8K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares131,279 from 129,164
Change+2,115 (+2%)
Value$3.2M (-$304.8K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares130,931 from 100,661
Change+30,270 (+30%)
Value$3.2M (+$461.7K)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED
Shares117,062 from 111,183
Change+5,879 (+5%)
Value$2.9M (-$163.2K)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares111,927 from 113,251
Change-1,324 (-1%)
Value$2.7M (-$344.9K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares108,864 from 108,672
Change+192 (+0%)
Value$2.7M (-$295.2K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares100,664 from 105,685
Change-5,021 (-5%)
Value$2.5M (-$414.4K)
Filed 2026-10-21
Bank of New Hampshire
DECREASED
Shares98,319 from 101,200
Change-2,881 (-3%)
Value$2.4M (-$349.7K)
Filed 2026-10-06
Bonness Enterprises Inc
UNCHANGED
Shares86,961 from 86,961
Change0 (0%)
Value$2.1M (-$240.0K)
Filed 2026-10-08
Legacy Wealth Asset Management, LLC
INCREASED
Shares86,828 from 81,715
Change+5,113 (+6%)
Value$2.1M (-$100.6K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares85,227 from 77,228
Change+7,999 (+10%)
Value$2.1M (-$17.7K)
Filed 2026-11-02
Highland Capital Management, LLC
INCREASED
Shares69,149 from 68,818
Change+331 (+0%)
Value$1.7M (-$181.9K)
Filed 2026-10-26
Benin Management Corp
UNCHANGED
Shares68,403 from 68,403
Change0 (0%)
Value$1.7M (-$188.8K)
Filed 2026-10-22
Diversified Management Inc
INCREASED
Shares66,750 from 17,048
Change+49,702 (+292%)
Value$1.6M (+$1.2M)
Filed 2026-10-08
Ethic Inc.
INCREASED
Shares63,050 from 52,267
Change+10,783 (+21%)
Value$1.5M (+$119.2K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares60,732 from 57,738
Change+2,994 (+5%)
Value$1.5M (-$106.2K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares54,976 from 56,365
Change-1,389 (-2%)
Value$1.3M (-$189.5K)
Filed 2026-11-02
Pzena Investment Management LLC
INCREASED
Shares54,313 from 48,243
Change+6,070 (+13%)
Value$1.3M (+$15.1K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares44,530 from 46,651
Change-2,121 (-5%)
Value$1.1M (-$180.6K)
Filed 2026-11-06
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares42,345 from 39,515
Change+2,830 (+7%)
Value$1.0M (-$39.9K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares41,922 from 43,726
Change-1,804 (-4%)
Value$1.0M (-$164.8K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares36,695 from 29,761
Change+6,934 (+23%)
Value$896.5K (+$87.3K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares35,762 from 35,788
Change-26 (0%)
Value$873.7K (-$99.4K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares33,784 from 33,359
Change+425 (+1%)
Value$825.3K (-$81.7K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares30,944 from 31,365
Change-421 (-1%)
Value$756.0K (-$96.9K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares30,296 from 30,559
Change-263 (-1%)
Value$740.1K (-$90.8K)
Filed 2026-10-15
Quadrant Capital Group LLC
INCREASED
Shares29,259 from 28,258
Change+1,001 (+4%)
Value$728.3K (-$40.1K)
Filed 2026-10-20
Vise Technologies, Inc.
DECREASED
Shares29,182 from 30,820
Change-1,638 (-5%)
Value$712.9K (-$125.1K)
Filed 2026-10-29
Transmarket Holdings LP
DECREASED
Shares28,699 from 122,353
Change-93,654 (-77%)
Value$701.1K (-$2.6M)
Filed 2026-10-27
Abacus Wealth Partners, LLC
DECREASED
Shares26,001 from 52,031
Change-26,030 (-50%)
Value$635.2K (-$779.5K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares25,470 from 27,514
Change-2,044 (-7%)
Value$622 (-$747.4K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares25,002 from 23,146
Change+1,856 (+8%)
Value$611 (-$628.4K)
Filed 2026-11-02
Harrington Investments, Inc
DECREASED
Shares23,725 from 24,062
Change-337 (-1%)
Value$579.6K (-$74.6K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares21,862 from 21,271
Change+591 (+3%)
Value$534.1K (-$44.3K)
Filed 2026-10-26
Collaborative Fund Advisors, LLC
NEW
Shares21,838
Change+21,838
Value$533.5K
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares21,454 from 14,973
Change+6,481 (+43%)
Value$524.1K (+$118.8K)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares20,964 from 19,051
Change+1,913 (+10%)
Value$512.2K (-$5.8K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares20,341 from 13,655
Change+6,686 (+49%)
Value$496.9K (+$125.7K)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares20,222 from 23,581
Change-3,359 (-14%)
Value$494.0K (-$147.1K)
Filed 2026-10-29
Aaron Wealth Advisors LLC
INCREASED
Shares20,198 from 16,841
Change+3,357 (+20%)
Value$493.4K (+$35.5K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares19,309
Change+19,309
Value$471.7K
Filed 2026-10-21
Todd Asset Management LLC
DECREASED
Shares18,149 from 18,356
Change-207 (-1%)
Value$443.4K (-$55.7K)
Filed 2026-10-27
Riverwater Partners LLC
UNCHANGED
Shares17,903 from 17,903
Change0 (0%)
Value$437.4K (-$49.4K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares17,454 from 20,450
Change-2,996 (-15%)
Value$426.4K (-$129.6K)
Filed 2026-10-28
Ping Capital Management, Inc.
NEW
Shares17,000
Change+17,000
Value$415.3K
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares16,879 from 17,800
Change-921 (-5%)
Value$412.3K (-$71.6K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares15,827 from 21,896
Change-6,069 (-28%)
Value$386.6K (-$208.7K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares15,252 from 20,336
Change-5,084 (-25%)
Value$372.6K (-$180.3K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares14,327 from 13,185
Change+1,142 (+9%)
Value$350.0K (-$8.5K)
Filed 2026-10-23
Versant Capital Management, Inc
DECREASED
Shares14,257 from 15,108
Change-851 (-6%)
Value$348.3K (-$62.5K)
Filed 2026-10-02
Imc-Chicago, LLC
NEW
Shares14,256
Change+14,256
Value$348.3K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares14,058 from 13,996
Change+62 (+0%)
Value$343.4K (-$37.1K)
Filed 2026-10-27
Level Four Advisory Services, LLC
DECREASED
Shares13,725 from 13,920
Change-195 (-1%)
Value$335.3K (-$43.2K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares13,177 from 13,856
Change-679 (-5%)
Value$321.9K (-$54.8K)
Filed 2026-11-04
AMG National Trust Bank
NEW
Shares12,232
Change+12,232
Value$298.8K
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares12,063 from 10,440
Change+1,623 (+16%)
Value$287.2K (+$3.4K)
Filed 2026-10-20
Kitching Partners, LLC
UNCHANGED
Shares11,677 from 11,677
Change0 (0%)
Value$285.3K (-$32.2K)
Filed 2026-11-02
Ironsides Asset Advisors, LLC
INCREASED
Shares11,362 from 9,662
Change+1,700 (+18%)
Value$277.6K (+$14.9K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares11,200 from 10,658
Change+542 (+5%)
Value$267.1K (-$28.3K)
Filed 2026-11-04
Personal CFO Solutions, LLC
DECREASED
Shares11,001 from 11,397
Change-396 (-3%)
Value$268.8K (-$41.1K)
Filed 2026-11-06
Trust Point Inc.
INCREASED
Shares10,306 from 9,236
Change+1,070 (+12%)
Value$251.8K (+$646)
Filed 2026-10-27
HB Wealth Management, LLC
DECREASED
Shares10,103 from 18,385
Change-8,282 (-45%)
Value$246.8K (-$253.1K)
Filed 2026-10-23
Lester Murray Antman dba SimplyRich
NEW
Shares9,817
Change+9,817
Value$239.8K
Filed 2026-11-06
Foster Group, Inc.
INCREASED
Shares9,723 from 9,597
Change+126 (+1%)
Value$237.5K (-$23.4K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
UNCHANGED
Shares9,423 from 9,423
Change0 (0%)
Value$230.2K (-$26.0K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
NEW
Shares9,166
Change+9,166
Value$223.9K
Filed 2026-10-08
Sanders Morris Harris LLC
NEW
Shares9,138
Change+9,138
Value$223.2K
Filed 2026-10-14
Old National Bancorp
DECREASED
Shares8,788 from 9,192
Change-404 (-4%)
Value$214.7K (-$35.2K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares8,546 from 9,294
Change-748 (-8%)
Value$208.8K (-$43.9K)
Filed 2026-10-30
Gallacher Capital Management LLC
DECREASED
Shares8,279 from 12,692
Change-4,413 (-35%)
Value$202.3K (-$142.8K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares7,646 from 8,031
Change-385 (-5%)
Value$186.8K (-$31.6K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares7,334 from 7,334
Change0 (0%)
Value$199.4K ($0)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares7,057 from 6,468
Change+589 (+9%)
Value$172.4K (-$3.5K)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares6,122 from 8,060
Change-1,938 (-24%)
Value$149.6K (-$69.6K)
Filed 2026-10-21
Investors Research Corp
DECREASED
Shares5,455 from 7,182
Change-1,727 (-24%)
Value$133.3K (-$62.0K)
Filed 2026-10-07
Farther Finance Advisors, LLC
DECREASED
Shares5,343 from 5,936
Change-593 (-10%)
Value$130.5K (-$30.9K)
Filed 2026-10-08
Bayforest Capital Ltd
NEW
Shares3,908
Change+3,908
Value$95.5K
Filed 2026-11-03
Root Financial Partners, LLC
DECREASED
Shares3,331 from 9,499
Change-6,168 (-65%)
Value$81.4K (-$176.9K)
Filed 2026-10-21
Cromwell Holdings LLC
UNCHANGED
Shares3,310 from 3,310
Change0 (0%)
Value$80.9K (-$9.1K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares2,789 from 3,065
Change-276 (-9%)
Value$68.1K (-$15.2K)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares2,593 from 2,593
Change0 (0%)
Value$63.3K (-$7.2K)
Filed 2026-10-08
Hanson & Doremus Investment Management
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$61 (-$67.9K)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares2,251 from 2,251
Change0 (0%)
Value$60.6K (-$608)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares2,232 from 2,320
Change-88 (-4%)
Value$54.5K (-$8.6K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,144 from 2,144
Change0 (0%)
Value$52.4K (-$5.9K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares1,931 from 1,816
Change+115 (+6%)
Value$47.2K (-$2.2K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$31.4K (-$3.6K)
Filed 2026-10-09
Larson Financial Group LLC
DECREASED
Shares1,043 from 1,311
Change-268 (-20%)
Value$25.5K (-$10.2K)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares984 from 996
Change-12 (-1%)
Value$24.0K (-$3.0K)
Filed 2026-10-27
Salomon & Ludwin, LLC
INCREASED
Shares851 from 341
Change+510 (+150%)
Value$20.8K (+$11.5K)
Filed 2026-10-29
Eastern Bank
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$19.5K (-$2.2K)
Filed 2026-10-05
TD Waterhouse Canada Inc.
INCREASED
Shares788 from 194
Change+594 (+306%)
Value$18.7K (+$13.5K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares751 from 3,800
Change-3,049 (-80%)
Value$18.3K (-$85.0K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares670 from 431
Change+239 (+55%)
Value$16.4K (+$4.6K)
Filed 2026-10-14
Fortitude Family Office, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$16.1K (-$1.8K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares623
Change+623
Value$15.2K
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$14.4K (-$1.6K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares543 from 542
Change+1 (+0%)
Value$13.3K (-$1.5K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$13.1K (-$1.5K)
Filed 2026-10-21
Trust Co of Vermont
INCREASED
Shares525 from 500
Change+25 (+5%)
Value$12.8K (-$769)
Filed 2026-10-21
Montag A & Associates Inc
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$12.5K (-$1.4K)
Filed 2026-10-29
TD Private Client Wealth LLC
DECREASED
Shares488 from 2,083
Change-1,595 (-77%)
Value$11.9K (-$44.7K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
DECREASED
Shares452 from 482
Change-30 (-6%)
Value$11.0K (-$2.1K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares441 from 456
Change-15 (-3%)
Value$10.8K (-$1.6K)
Filed 2026-11-06
Miller Global Investments, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$10.3K (-$1.2K)
Filed 2026-10-02
Owl Creek Wealth Partners LLC
DECREASED
Shares364 from 609
Change-245 (-40%)
Value$8.9K (-$7.7K)
Filed 2026-10-20
Bell Investment Advisors, Inc
INCREASED
Shares361 from 92
Change+269 (+292%)
Value$8.8K (+$6.3K)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$8.3K (-$938)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares324 from 282
Change+42 (+15%)
Value$7.9K (+$249)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares323
Change+323
Value$7.9K
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$7.2K (-$817)
Filed 2026-11-03
True Wealth Design, LLC
INCREASED
Shares267 from 189
Change+78 (+41%)
Value$6.5K (+$1.4K)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares263 from 100
Change+163 (+163%)
Value$6.4K (+$3.7K)
Filed 2026-10-20
Gilpin Wealth Management, LLC
NEW
Shares255
Change+255
Value$6.2K
Filed 2026-10-09
SJS Investment Consulting Inc.
DECREASED
Shares227 from 275
Change-48 (-17%)
Value$5.5K (-$1.9K)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares194 from 165
Change+29 (+18%)
Value$4.7K (+$253)
Filed 2026-10-27
Proathlete Wealth Management LLC
NEW
Shares182
Change+182
Value$4.4K
Filed 2026-10-15
West Financial Advisors, LLC
NEW
Shares166
Change+166
Value$4.1K
Filed 2026-10-22
Valued Wealth Advisors LLC
DECREASED
Shares166 from 172
Change-6 (-3%)
Value$4.1K (-$625)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares156
Change+156
Value$3.8K
Filed 2026-11-02
Nemes Rush Group LLC
DECREASED
Shares151 from 242
Change-91 (-38%)
Value$3.7K (-$2.9K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$3.6K (-$403)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares129 from 71
Change+58 (+82%)
Value$3.2K (+$1.2K)
Filed 2026-10-29
West Branch Capital LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$3.0K (-$340)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares122 from 115
Change+7 (+6%)
Value$3.0K (-$147)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.9K (-$331)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$2.8K (-$318)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$2.5K (-$279)
Filed 2026-10-28
First Command Advisory Services, Inc.
DECREASED
Shares96 from 1,496
Change-1,400 (-94%)
Value$2.3K (-$38.3K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares89 from 91
Change-2 (-2%)
Value$2.2K (-$300)
Filed 2026-10-20
Burk Holdings LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$2.1K (-$237)
Filed 2026-11-05
Planning Strategies Inc.
NEW
Shares80
Change+80
Value$2.0K
Filed 2026-10-02
Birch Financial Group, LLC
NEW
Shares71
Change+71
Value$1.7K
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.6K (-$182)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.5K (-$165)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$1.4K (-$160)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares56
Change+56
Value$1.4K
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.4K (-$154)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares55 from 35
Change+20 (+57%)
Value$1.3K (+$392)
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$1.3K (-$146)
Filed 2026-11-04
Zions Bancorporation, National Association
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$1.3K (-$146)
Filed 2026-11-06
Elyxium Wealth, LLC
NEW
Shares45
Change+45
Value$1.1K
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares43 from 25
Change+18 (+72%)
Value$1.1K (+$371)
Filed 2026-10-20
Kelleher Financial Advisors
NEW
Shares38
Change+38
Value$924
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$904 (-$103)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$708 (-$81)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$635 (-$72)
Filed 2026-10-30
Bare Financial Services, Inc
NEW
Shares13
Change+13
Value$318
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$331 (-$22)
Filed 2026-10-16
Oakworth Capital, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$293 (-$33)
Filed 2026-10-26
Monetary Solutions, Ltd
INCREASED
Shares10 from 6
Change+4 (+67%)
Value$244 (+$81)
Filed 2026-10-22
Elevation Wealth Partners, LLC
DECREASED
Shares8 from 248
Change-240 (-97%)
Value$196 (-$6.5K)
Filed 2026-10-07
Abound Wealth Management
DECREASED
Shares6 from 41
Change-35 (-85%)
Value$147 (-$968)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$147 (-$16)
Filed 2026-10-14
Whipplewood Advisors, LLC
DECREASED
Shares3 from 329
Change-326 (-99%)
Value$73 (-$8.9K)
Filed 2026-10-20
Carmel Capital Partners, LLC
CLOSED
Shares0 from 85,126
Change-85,126 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
MQS Management LLC
CLOSED
Shares0 from 10,403
Change-10,403 (-100%)
Value$0 (-$282.9K)
Filed 2026-11-06
Franklin Street Advisors Inc
CLOSED
Shares0 from 9,894
Change-9,894 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-13
Facet Wealth, Inc.
CLOSED
Shares0 from 9,189
Change-9,189 (-100%)
Value$0 (-$249.8K)
Filed 2026-11-04
Compound Planning, Inc.
CLOSED
Shares0 from 9,026
Change-9,026 (-100%)
Value$0 (-$245.4K)
Filed 2026-11-05
May Hill Capital, LLC
CLOSED
Shares0 from 8,320
Change-8,320 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-03
BetterWealth, LLC
CLOSED
Shares0 from 8,039
Change-8,039 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-15
Well Done, LLC
CLOSED
Shares0 from 7,881
Change-7,881 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-20
Lido Advisors, LLC
CLOSED
Shares0 from 7,626
Change-7,626 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-04
Private Advisory Group LLC
CLOSED
Shares0 from 7,425
Change-7,425 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 5,820
Change-5,820 (-100%)
Value$0 (-$158.2K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 4,716
Change-4,716 (-100%)
Value$0 (-$128.2K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 441
Change-441 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-27
James T. Borello RIA
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$894)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$870)
Filed 2026-11-04
Grove Bank & Trust
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$598)
Filed 2026-10-08
American Capital Advisory, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$272)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$245)
Filed 2026-10-23
Fiduciary Management Inc
N/A
Shares— from 3,459,961
Change-3,459,961 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 3,061,962
Change-3,061,962 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,935,662
Change-2,935,662 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,654,029
Change-2,654,029 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 2,210,252
Change-2,210,252 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,085,496
Change-2,085,496 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,995,282
Change-1,995,282 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,297,945
Change-1,297,945 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 944,311
Change-944,311 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 911,845
Change-911,845 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 858,787
Change-858,787 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 800,354
Change-800,354 (-100%)
Value—
UBS Group AG
N/A
Shares— from 686,075
Change-686,075 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 575,645
Change-575,645 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 563,724
Change-563,724 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 546,308
Change-546,308 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 540,672
Change-540,672 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 440,172
Change-440,172 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 418,126
Change-418,126 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 401,637
Change-401,637 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 390,514
Change-390,514 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 291,033
Change-291,033 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 264,491
Change-264,491 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 236,743
Change-236,743 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 203,210
Change-203,210 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 192,113
Change-192,113 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 189,893
Change-189,893 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 187,942
Change-187,942 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 172,778
Change-172,778 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 157,381
Change-157,381 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 154,777
Change-154,777 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 145,031
Change-145,031 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 140,446
Change-140,446 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 140,236
Change-140,236 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 139,095
Change-139,095 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 136,344
Change-136,344 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 130,712
Change-130,712 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 124,479
Change-124,479 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 121,458
Change-121,458 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 110,184
Change-110,184 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 108,415
Change-108,415 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 104,730
Change-104,730 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 87,849
Change-87,849 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 87,026
Change-87,026 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 83,546
Change-83,546 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 82,115
Change-82,115 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 77,816
Change-77,816 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 76,600
Change-76,600 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 75,757
Change-75,757 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 74,132
Change-74,132 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 70,969
Change-70,969 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 70,503
Change-70,503 (-100%)
Value—
State Street Corp
N/A
Shares— from 68,217
Change-68,217 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 66,967
Change-66,967 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 66,958
Change-66,958 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 64,911
Change-64,911 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 61,663
Change-61,663 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 61,597
Change-61,597 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 60,028
Change-60,028 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 59,339
Change-59,339 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 56,349
Change-56,349 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 52,512
Change-52,512 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,937
Change-48,937 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 48,004
Change-48,004 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 46,094
Change-46,094 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 45,415
Change-45,415 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 42,730
Change-42,730 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 42,669
Change-42,669 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 41,240
Change-41,240 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 40,829
Change-40,829 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 40,153
Change-40,153 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 39,018
Change-39,018 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 38,951
Change-38,951 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 36,518
Change-36,518 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 33,811
Change-33,811 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 33,302
Change-33,302 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 32,722
Change-32,722 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 32,660
Change-32,660 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 32,423
Change-32,423 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,948
Change-30,948 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 30,207
Change-30,207 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 28,975
Change-28,975 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 26,895
Change-26,895 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 26,779
Change-26,779 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 26,424
Change-26,424 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 25,899
Change-25,899 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 25,873
Change-25,873 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 25,412
Change-25,412 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 25,013
Change-25,013 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,056
Change-23,056 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 21,789
Change-21,789 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,701
Change-21,701 (-100%)
Value—
&partners
N/A
Shares— from 21,455
Change-21,455 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,268
Change-20,268 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 20,161
Change-20,161 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 19,043
Change-19,043 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 18,234
Change-18,234 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 18,007
Change-18,007 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 17,706
Change-17,706 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,336
Change-17,336 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 17,089
Change-17,089 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 16,711
Change-16,711 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 14,911
Change-14,911 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,841
Change-14,841 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,638
Change-14,638 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 13,155
Change-13,155 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 12,926
Change-12,926 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 12,907
Change-12,907 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 12,537
Change-12,537 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 12,272
Change-12,272 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,245
Change-12,245 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,642
Change-11,642 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 11,207
Change-11,207 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 9,320
Change-9,320 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,047
Change-9,047 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 7,655
Change-7,655 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,432
Change-7,432 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
Corient IA LP
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 954
Change-954 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 845
Change-845 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 772
Change-772 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 687
Change-687 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 641
Change-641 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 536
Change-536 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Motco
N/A
Shares— from 355
Change-355 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 343
Change-343 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 338
Change-338 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 290
Change-290 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 186
Change-186 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 161
Change-161 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 65
Change-65 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 15
Change-15 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 13
Change-13 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13
Change-13 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Mondrian Investment Partners LTD
DECREASED7,885,7818,067,528-181,747-2%$219.4M$192.6M-$26.7M2026-10-23
Dimensional Fund Advisors LP
INCREASED4,407,8604,340,691+67,169+2%$118.0M$107.7M-$10.3M2026-11-04
Investment Management Associates Inc
INCREASED870,273859,379+10,894+1%$23.4M$21.3M-$2.1M2026-10-29
Russell Investments Group, Ltd.
INCREASED353,020346,530+6,490+2%$9.4M$8.6M-$797.9K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED237,841238,230-3890%$6.5M$5.8M-$667.0K2026-10-27
ABC Arbitrage SA
INCREASED237,377237,271+106+0%$6.5M$5.8M-$652.3K2026-10-23
Inlet Private Wealth, LLC
DECREASED183,513185,291-1,778-1%$5.0M$4.5M-$554.8K2026-10-21
US Bancorp \de\
DECREASED141,622160,156-18,534-12%$4.4M$3.5M-$894.8K2026-11-05
LPL Financial LLC
INCREASED131,279129,164+2,115+2%$3.5M$3.2M-$304.8K2026-11-06
Creative Planning
INCREASED130,931100,661+30,270+30%$2.7M$3.2M+$461.7K2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED117,062111,183+5,879+5%$3.0M$2.9M-$163.2K2026-11-04
Midwest Trust Co
DECREASED111,927113,251-1,324-1%$3.1M$2.7M-$344.9K2026-10-22
Bank of New York Mellon Corp
INCREASED108,864108,672+192+0%$3.0M$2.7M-$295.2K2026-11-05
Crossmark Global Holdings, Inc.
DECREASED100,664105,685-5,021-5%$2.9M$2.5M-$414.4K2026-10-21
Bank of New Hampshire
DECREASED98,319101,200-2,881-3%$2.8M$2.4M-$349.7K2026-10-06
Bonness Enterprises Inc
UNCHANGED86,96186,96100%$2.4M$2.1M-$240.0K2026-10-08
Legacy Wealth Asset Management, LLC
INCREASED86,82881,715+5,113+6%$2.2M$2.1M-$100.6K2026-10-09
Kestra Advisory Services, LLC
INCREASED85,22777,228+7,999+10%$2.1M$2.1M-$17.7K2026-11-02
Highland Capital Management, LLC
INCREASED69,14968,818+331+0%$1.9M$1.7M-$181.9K2026-10-26
Benin Management Corp
UNCHANGED68,40368,40300%$1.9M$1.7M-$188.8K2026-10-22
Diversified Management Inc
INCREASED66,75017,048+49,702+292%$463.5K$1.6M+$1.2M2026-10-08
Ethic Inc.
INCREASED63,05052,267+10,783+21%$1.4M$1.5M+$119.2K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED60,73257,738+2,994+5%$1.6M$1.5M-$106.2K2026-10-13
GC Wealth Management RIA, LLC
DECREASED54,97656,365-1,389-2%$1.5M$1.3M-$189.5K2026-11-02
Pzena Investment Management LLC
INCREASED54,31348,243+6,070+13%$1.3M$1.3M+$15.1K2026-10-30
PNC Financial Services Group, Inc.
DECREASED44,53046,651-2,121-5%$1.3M$1.1M-$180.6K2026-11-06
Mitchell & Pahl Private Wealth, LLC
INCREASED42,34539,515+2,830+7%$1.1M$1.0M-$39.9K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED41,92243,726-1,804-4%$1.2M$1.0M-$164.8K2026-10-16
Gamma Investing LLC
INCREASED36,69529,761+6,934+23%$809.2K$896.5K+$87.3K2026-10-08
Sterling Capital Management LLC
DECREASED35,76235,788-260%$973.1K$873.7K-$99.4K2026-10-22
Merit Financial Group, LLC
INCREASED33,78433,359+425+1%$907.0K$825.3K-$81.7K2026-11-06
Signaturefd, LLC
DECREASED30,94431,365-421-1%$852.8K$756.0K-$96.9K2026-10-23
Atria Investments, Inc
DECREASED30,29630,559-263-1%$830.9K$740.1K-$90.8K2026-10-15
Quadrant Capital Group LLC
INCREASED29,25928,258+1,001+4%$768.3K$728.3K-$40.1K2026-10-20
Vise Technologies, Inc.
DECREASED29,18230,820-1,638-5%$838.0K$712.9K-$125.1K2026-10-29
Transmarket Holdings LP
DECREASED28,699122,353-93,654-77%$3.3M$701.1K-$2.6M2026-10-27
Abacus Wealth Partners, LLC
DECREASED26,00152,031-26,030-50%$1.4M$635.2K-$779.5K2026-11-03
Park Avenue Securities LLC
DECREASED25,47027,514-2,044-7%$748.0K$622-$747.4K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED25,00223,146+1,856+8%$629.0K$611-$628.4K2026-11-02
Harrington Investments, Inc
DECREASED23,72524,062-337-1%$654.2K$579.6K-$74.6K2026-10-14
Lanark Financial, Inc.
INCREASED21,86221,271+591+3%$578.4K$534.1K-$44.3K2026-10-26
Collaborative Fund Advisors, LLC
NEW21,838—+21,838——$533.5K—2026-11-02
Savant Capital, LLC
INCREASED21,45414,973+6,481+43%$405.3K$524.1K+$118.8K2026-11-06
Ritholtz Wealth Management
INCREASED20,96419,051+1,913+10%$518.0K$512.2K-$5.8K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED20,34113,655+6,686+49%$371.3K$496.9K+$125.7K2026-10-27
Greenleaf Trust
DECREASED20,22223,581-3,359-14%$641.2K$494.0K-$147.1K2026-10-29
Aaron Wealth Advisors LLC
INCREASED20,19816,841+3,357+20%$457.9K$493.4K+$35.5K2026-10-13
First Affirmative Financial Network
NEW19,309—+19,309——$471.7K—2026-10-21
Todd Asset Management LLC
DECREASED18,14918,356-207-1%$499.1K$443.4K-$55.7K2026-10-27
Riverwater Partners LLC
UNCHANGED17,90317,90300%$486.8K$437.4K-$49.4K2026-11-03
Choreo, LLC
DECREASED17,45420,450-2,996-15%$556.0K$426.4K-$129.6K2026-10-28
Ping Capital Management, Inc.
NEW17,000—+17,000——$415.3K—2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED16,87917,800-921-5%$484.0K$412.3K-$71.6K2026-10-15
Commonwealth Equity Services, LLC
DECREASED15,82721,896-6,069-28%$595.4K$386.6K-$208.7K2026-11-02
Evergreen Capital Management LLC
DECREASED15,25220,336-5,084-25%$552.9K$372.6K-$180.3K2026-10-23
Apollon Wealth Management, LLC
INCREASED14,32713,185+1,142+9%$358.5K$350.0K-$8.5K2026-10-23
Versant Capital Management, Inc
DECREASED14,25715,108-851-6%$410.8K$348.3K-$62.5K2026-10-02
Imc-Chicago, LLC
NEW14,256—+14,256——$348.3K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED14,05813,996+62+0%$380.6K$343.4K-$37.1K2026-10-27
Level Four Advisory Services, LLC
DECREASED13,72513,920-195-1%$378.5K$335.3K-$43.2K2026-11-06
Citigroup Inc
DECREASED13,17713,856-679-5%$376.7K$321.9K-$54.8K2026-11-04
AMG National Trust Bank
NEW12,232—+12,232——$298.8K—2026-11-05
Net Worth Advisory Group
INCREASED12,06310,440+1,623+16%$283.9K$287.2K+$3.4K2026-10-20
Kitching Partners, LLC
UNCHANGED11,67711,67700%$317.5K$285.3K-$32.2K2026-11-02
Ironsides Asset Advisors, LLC
INCREASED11,3629,662+1,700+18%$262.7K$277.6K+$14.9K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED11,20010,658+542+5%$295.4K$267.1K-$28.3K2026-11-04
Personal CFO Solutions, LLC
DECREASED11,00111,397-396-3%$309.9K$268.8K-$41.1K2026-11-06
Trust Point Inc.
INCREASED10,3069,236+1,070+12%$251.1K$251.8K+$6462026-10-27
HB Wealth Management, LLC
DECREASED10,10318,385-8,282-45%$499.9K$246.8K-$253.1K2026-10-23
Lester Murray Antman dba SimplyRich
NEW9,817—+9,817——$239.8K—2026-11-06
Foster Group, Inc.
INCREASED9,7239,597+126+1%$260.9K$237.5K-$23.4K2026-10-13
Joel Isaacson & Co., LLC
UNCHANGED9,4239,42300%$256.2K$230.2K-$26.0K2026-11-05
Valeo Financial Advisors, LLC
NEW9,166—+9,166——$223.9K—2026-10-08
Sanders Morris Harris LLC
NEW9,138—+9,138——$223.2K—2026-10-14
Old National Bancorp
DECREASED8,7889,192-404-4%$249.9K$214.7K-$35.2K2026-10-20
Truist Financial Corp
DECREASED8,5469,294-748-8%$252.7K$208.8K-$43.9K2026-10-30
Gallacher Capital Management LLC
DECREASED8,27912,692-4,413-35%$345.1K$202.3K-$142.8K2026-10-30
Parallel Advisors, LLC
DECREASED7,6468,031-385-5%$218.4K$186.8K-$31.6K2026-11-03
Allworth Financial LP
UNCHANGED7,3347,33400%$199.4K$199.4K$02026-11-06
EverSource Wealth Advisors, LLC
INCREASED7,0576,468+589+9%$175.9K$172.4K-$3.5K2026-11-04
Assetmark, Inc
DECREASED6,1228,060-1,938-24%$219.1K$149.6K-$69.6K2026-10-21
Investors Research Corp
DECREASED5,4557,182-1,727-24%$195.3K$133.3K-$62.0K2026-10-07
Farther Finance Advisors, LLC
DECREASED5,3435,936-593-10%$161.4K$130.5K-$30.9K2026-10-08
Bayforest Capital Ltd
NEW3,908—+3,908——$95.5K—2026-11-03
Root Financial Partners, LLC
DECREASED3,3319,499-6,168-65%$258.3K$81.4K-$176.9K2026-10-21
Cromwell Holdings LLC
UNCHANGED3,3103,31000%$90.0K$80.9K-$9.1K2026-10-28
Fifth Third Bancorp
DECREASED2,7893,065-276-9%$83.3K$68.1K-$15.2K2026-11-05
Davis Capital Management
UNCHANGED2,5932,59300%$70.5K$63.3K-$7.2K2026-10-08
Hanson & Doremus Investment Management
UNCHANGED2,5132,51300%$68.0K$61-$67.9K2026-10-16
Fairscale Capital, LLC
UNCHANGED2,2512,25100%$61.2K$60.6K-$6082026-11-04
Clearstead Advisors, LLC
DECREASED2,2322,320-88-4%$63.1K$54.5K-$8.6K2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED2,1442,14400%$58.3K$52.4K-$5.9K2026-10-23
IFP Advisors, Inc
INCREASED1,9311,816+115+6%$49.4K$47.2K-$2.2K2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED1,2861,28600%$35.0K$31.4K-$3.6K2026-10-09
Larson Financial Group LLC
DECREASED1,0431,311-268-20%$35.7K$25.5K-$10.2K2026-11-05
WPG Advisers, LLC
DECREASED984996-12-1%$27.1K$24.0K-$3.0K2026-10-27
Salomon & Ludwin, LLC
INCREASED851341+510+150%$9.3K$20.8K+$11.5K2026-10-29
Eastern Bank
UNCHANGED79979900%$21.7K$19.5K-$2.2K2026-10-05
TD Waterhouse Canada Inc.
INCREASED788194+594+306%$5.3K$18.7K+$13.5K2026-10-16
Blue Trust, Inc.
DECREASED7513,800-3,049-80%$103.3K$18.3K-$85.0K2026-10-15
Mather Group, Llc.
INCREASED670431+239+55%$11.7K$16.4K+$4.6K2026-10-14
Fortitude Family Office, LLC
UNCHANGED65865800%$17.9K$16.1K-$1.8K2026-10-14
Provenance Wealth Advisors, LLC
NEW623—+623——$15.2K—2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED58858800%$16.0K$14.4K-$1.6K2026-10-22
North Star Investment Management Corp.
INCREASED543542+1+0%$14.7K$13.3K-$1.5K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED53853800%$14.6K$13.1K-$1.5K2026-10-21
Trust Co of Vermont
INCREASED525500+25+5%$13.6K$12.8K-$7692026-10-21
Montag A & Associates Inc
UNCHANGED51251200%$13.9K$12.5K-$1.4K2026-10-29
TD Private Client Wealth LLC
DECREASED4882,083-1,595-77%$56.6K$11.9K-$44.7K2026-10-28
Silver Grove Financial Group, Inc.
DECREASED452482-30-6%$13.1K$11.0K-$2.1K2026-11-05
UMB Bank, n.a.
DECREASED441456-15-3%$12.4K$10.8K-$1.6K2026-11-06
Miller Global Investments, LLC
UNCHANGED42042000%$11.4K$10.3K-$1.2K2026-10-02
Owl Creek Wealth Partners LLC
DECREASED364609-245-40%$16.6K$8.9K-$7.7K2026-10-20
Bell Investment Advisors, Inc
INCREASED36192+269+292%$2.5K$8.8K+$6.3K2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED34034000%$9.2K$8.3K-$9382026-11-05
Financial Consulate, Inc
INCREASED324282+42+15%$7.7K$7.9K+$2492026-10-23
Jacobi Capital Management LLC
NEW323—+323——$7.9K—2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED29629600%$8.0K$7.2K-$8172026-11-03
True Wealth Design, LLC
INCREASED267189+78+41%$5.1K$6.5K+$1.4K2026-10-13
Nisa Investment Advisors, LLC
INCREASED263100+163+163%$2.7K$6.4K+$3.7K2026-10-20
Gilpin Wealth Management, LLC
NEW255—+255——$6.2K—2026-10-09
SJS Investment Consulting Inc.
DECREASED227275-48-17%$7.5K$5.5K-$1.9K2026-10-26
Parkside Financial Bank & Trust
INCREASED194165+29+18%$4.5K$4.7K+$2532026-10-27
Proathlete Wealth Management LLC
NEW182—+182——$4.4K—2026-10-15
West Financial Advisors, LLC
NEW166—+166——$4.1K—2026-10-22
Valued Wealth Advisors LLC
DECREASED166172-6-3%$4.7K$4.1K-$6252026-11-05
Heritage Family Offices, LLP
NEW156—+156——$3.8K—2026-11-02
Nemes Rush Group LLC
DECREASED151242-91-38%$6.6K$3.7K-$2.9K2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED14614600%$4.0K$3.6K-$4032026-11-02
Signature Equity Partners, LLC
INCREASED12971+58+82%$1.9K$3.2K+$1.2K2026-10-29
West Branch Capital LLC
UNCHANGED12312300%$3.3K$3.0K-$3402026-10-20
Rossby Financial, LCC
INCREASED122115+7+6%$3.1K$3.0K-$1472026-11-05
Highline Wealth Partners LLC
UNCHANGED12012000%$3.3K$2.9K-$3312026-10-19
Gables Capital Management Inc.
UNCHANGED11611600%$3.1K$2.8K-$3182026-11-04
Buck Wealth Strategies, LLC
UNCHANGED10110100%$2.7K$2.5K-$2792026-10-28
First Command Advisory Services, Inc.
DECREASED961,496-1,400-94%$40.7K$2.3K-$38.3K2026-11-05
Private Trust Co NA
DECREASED8991-2-2%$2.5K$2.2K-$3002026-10-20
Burk Holdings LLC
UNCHANGED868600%$2.3K$2.1K-$2372026-11-05
Planning Strategies Inc.
NEW80—+80——$2.0K—2026-10-02
Birch Financial Group, LLC
NEW71—+71——$1.7K—2026-10-27
Jnba Financial Advisors
UNCHANGED666600%$1.8K$1.6K-$1822026-11-03
Evolution Wealth Management Inc.
UNCHANGED606000%$1.6K$1.5K-$1652026-10-28
Spire Wealth Management
UNCHANGED585800%$1.6K$1.4K-$1602026-10-30
Ascentis Wealth Management, LLC
NEW56—+56——$1.4K—2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED565600%$1.5K$1.4K-$1542026-10-15
Physician Wealth Advisors, Inc.
INCREASED5535+20+57%$952$1.3K+$3922026-10-20
Creative Financial Designs Inc
UNCHANGED535300%$1.4K$1.3K-$1462026-11-04
Zions Bancorporation, National Association
UNCHANGED535300%$1.4K$1.3K-$1462026-11-06
Elyxium Wealth, LLC
NEW45—+45——$1.1K—2026-10-27
Breakwater Investment Management
INCREASED4325+18+72%$680$1.1K+$3712026-10-20
Kelleher Financial Advisors
NEW38—+38——$924—2026-10-30
Manchester Capital Management LLC
UNCHANGED373700%$1.0K$904-$1032026-10-22
Financial Network Wealth Advisors LLC
UNCHANGED292900%$789$708-$812026-10-28
Caldwell Trust Co
UNCHANGED262600%$707$635-$722026-10-30
Bare Financial Services, Inc
NEW13—+13——$318—2026-11-04
Mosley Wealth Management
UNCHANGED131300%$353$331-$222026-10-16
Oakworth Capital, Inc.
UNCHANGED121200%$326$293-$332026-10-26
Monetary Solutions, Ltd
INCREASED106+4+67%$163$244+$812026-10-22
Elevation Wealth Partners, LLC
DECREASED8248-240-97%$6.7K$196-$6.5K2026-10-07
Abound Wealth Management
DECREASED641-35-85%$1.1K$147-$9682026-10-26
Triumph Capital Management
UNCHANGED6600%$163$147-$162026-10-14
Whipplewood Advisors, LLC
DECREASED3329-326-99%$8.9K$73-$8.9K2026-10-20
Carmel Capital Partners, LLC
CLOSED085,126-85,126-100%$2.3M$0-$2.3M2026-11-03
MQS Management LLC
CLOSED010,403-10,403-100%$282.9K$0-$282.9K2026-11-06
Franklin Street Advisors Inc
CLOSED09,894-9,894-100%$269.0K$0-$269.0K2026-10-13
Facet Wealth, Inc.
CLOSED09,189-9,189-100%$249.8K$0-$249.8K2026-11-04
Compound Planning, Inc.
CLOSED09,026-9,026-100%$245.4K$0-$245.4K2026-11-05
May Hill Capital, LLC
CLOSED08,320-8,320-100%$226.2K$0-$226.2K2026-11-03
BetterWealth, LLC
CLOSED08,039-8,039-100%$218.6K$0-$218.6K2026-10-15
Well Done, LLC
CLOSED07,881-7,881-100%$214.3K$0-$214.3K2026-10-20
Lido Advisors, LLC
CLOSED07,626-7,626-100%$207.4K$0-$207.4K2026-11-04
Private Advisory Group LLC
CLOSED07,425-7,425-100%$201.9K$0-$201.9K2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED05,820-5,820-100%$158.2K$0-$158.2K2026-10-29
Simplex Trading, LLC
CLOSED04,716-4,716-100%$128.2K$0-$128.2K2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED0441-441-100%$12.0K$0-$12.0K2026-10-27
James T. Borello RIA
CLOSED0357-357-100%$9.7K$0-$9.7K2026-10-16
CoreCap Advisors, LLC
CLOSED0180-180-100%$4.9K$0-$4.9K2026-10-08
AdvisorNet Financial, Inc
CLOSED0136-136-100%$3.7K$0-$3.7K2026-10-15
Institute for Wealth Management, Llc.
CLOSED098-98-100%$2.7K$0-$2.7K2026-11-06
Cornerstone Planning Group LLC
CLOSED052-52-100%$1.4K$0-$1.4K2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED033-33-100%$894$0-$8942026-10-16
Plante Moran Financial Advisors, LLC
CLOSED032-32-100%$870$0-$8702026-11-04
Grove Bank & Trust
CLOSED022-22-100%$598$0-$5982026-10-08
American Capital Advisory, LLC
CLOSED010-10-100%$272$0-$2722026-10-28
Stone House Investment Management, LLC
CLOSED09-9-100%$245$0-$2452026-10-23
Fiduciary Management Inc
N/A—3,459,961-3,459,961-100%$94.1M———
Causeway Capital Management LLC
N/A—3,061,962-3,061,962-100%$83.3M———
Morgan Stanley
N/A—2,935,662-2,935,662-100%$79.8M———
FMR LLC
N/A—2,654,029-2,654,029-100%$72.2M———
Brandes Investment Partners, LP
N/A—2,210,252-2,210,252-100%$60.1M———
Northern Trust Corp
N/A—2,085,496-2,085,496-100%$56.7M———
BlackRock, Inc.
N/A—1,995,282-1,995,282-100%$54.3M———
Envestnet Asset Management Inc
N/A—1,297,945-1,297,945-100%$35.3M———
UBS Asset Management Americas LLC
N/A—944,311-944,311-100%$25.7M———
Goldman Sachs Group Inc
N/A—911,845-911,845-100%$24.8M———
Becker Capital Management Inc
N/A—858,787-858,787-100%$23.4M———
Bank of America Corp
N/A—800,354-800,354-100%$21.8M———
UBS Group AG
N/A—686,075-686,075-100%$18.7M———
Quantinno Capital Management LP
N/A—575,645-575,645-100%$15.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—563,724-563,724-100%$15.3M———
SEI Investments Co
N/A—546,308-546,308-100%$14.9M———
Royal Bank of Canada
N/A—540,672-540,672-100%$14.7M———
Pathstone Holdings, LLC
N/A—440,172-440,172-100%$12.0M———
Raymond James Financial Inc
N/A—418,126-418,126-100%$11.4M———
Tidal Investments LLC
N/A—401,637-401,637-100%$10.9M———
Wells Fargo & Company
N/A—390,514-390,514-100%$10.6M———
American Century Companies Inc
N/A—291,033-291,033-100%$7.9M———
Jane Street Group, LLC
N/A—264,491-264,491-100%$7.2M———
JPMorgan Chase & Co
N/A—236,743-236,743-100%$6.4M———
Vestmark Advisory Solutions, Inc.
N/A—203,210-203,210-100%$5.5M———
Optiver Holding B.V.
N/A—192,113-192,113-100%$5.2M———
Old Mission Capital LLC
N/A—189,893-189,893-100%$5.2M———
HRT Financial LP
N/A—187,942-187,942-100%$5.1M———
Tower Research Capital LLC (TRC)
N/A—172,778-172,778-100%$4.7M———
Timber Creek Capital Management LLC
N/A—157,381-157,381-100%$4.3M———
Citadel Advisors LLC
N/A—154,777-154,777-100%$4.2M———
Stifel Financial Corp
N/A—145,031-145,031-100%$3.9M———
Cerity Partners LLC
N/A—140,446-140,446-100%$3.8M———
Charles Schwab Investment Management Inc
N/A—140,236-140,236-100%$3.8M———
Callan Family Office, LLC
N/A—139,095-139,095-100%$3.8M———
Bank of Montreal
N/A—136,344-136,344-100%$3.7M———
AQR Capital Management LLC
N/A—130,712-130,712-100%$3.6M———
Natixis Advisors, LLC
N/A—124,479-124,479-100%$3.4M———
Schonfeld Strategic Advisors LLC
N/A—121,458-121,458-100%$3.3M———
NewEdge Wealth, LLC
N/A—110,184-110,184-100%$3.0M———
Hantz Financial Services, Inc.
N/A—108,415-108,415-100%$2.9M———
Price T Rowe Associates Inc
N/A—104,730-104,730-100%$2.8M———
Mariner, LLC
N/A—87,849-87,849-100%$2.4M———
Point72 Asset Management, L.P.
N/A—87,026-87,026-100%$2.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—83,546-83,546-100%$2.3M———
Cetera Investment Advisers
N/A—82,115-82,115-100%$2.2M———
Integrated Quantitative Investments LLC
N/A—77,816-77,816-100%$2.1M———
Manning & Napier Advisors LLC
N/A—76,600-76,600-100%$2.1M———
Nuveen, LLC
N/A—75,757-75,757-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—74,132-74,132-100%$2.0M———
New York State Common Retirement Fund
N/A—70,969-70,969-100%$1.9M———
Summit Trail Advisors, LLC
N/A—70,503-70,503-100%$1.9M———
State Street Corp
N/A—68,217-68,217-100%$1.9M———
Cloverfields Capital Group, LP
N/A—66,967-66,967-100%$1.8M———
Jones Financial Companies Lllp
N/A—66,958-66,958-100%$1.8M———
Focus Partners Wealth
N/A—64,911-64,911-100%$1.8M———
Artisan Partners Limited Partnership
N/A—61,663-61,663-100%$1.7M———
QRG Capital Management, Inc.
N/A—61,597-61,597-100%$1.7M———
First Trust Advisors LP
N/A—60,028-60,028-100%$1.6M———
O'shaughnessy Asset Management, LLC
N/A—59,339-59,339-100%$1.6M———
GeoWealth Management, LLC
N/A—56,349-56,349-100%$1.5M———
Syon Capital LLC
N/A—52,512-52,512-100%$1.4M———
Osaic Holdings, Inc.
N/A—48,937-48,937-100%$1.3M———
HighTower Advisors, LLC
N/A—48,004-48,004-100%$1.3M———
Ameriprise Financial Inc
N/A—46,094-46,094-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—45,415-45,415-100%$1.2M———
Vident Advisory, LLC
N/A—42,730-42,730-100%$1.2M———
Baird Financial Group, Inc.
N/A—42,669-42,669-100%$1.2M———
Promethos Capital, LLC
N/A—41,240-41,240-100%$1.1M———
Rhumbline Advisers
N/A—40,829-40,829-100%$1.1M———
Vanguard Personalized Indexing Management, LLC
N/A—40,153-40,153-100%$1.1M———
Mercer Global Advisors Inc
N/A—39,018-39,018-100%$1.1M———
Gabelli Funds LLC
N/A—38,951-38,951-100%$1.1M———
MML Investors Services, LLC
N/A—36,518-36,518-100%$992.9K———
IEQ Capital, LLC
N/A—33,811-33,811-100%$919.3K———
Sanctuary Advisors, LLC
N/A—33,302-33,302-100%$905.5K———
SG Americas Securities, LLC
N/A—32,722-32,722-100%$890.0K———
Campbell & Co Investment Adviser LLC
N/A—32,660-32,660-100%$888.0K———
Northwestern Mutual Wealth Management Co
N/A—32,423-32,423-100%$881.6K———
XTX Topco Ltd
N/A—30,948-30,948-100%$841.5K———
CIBC World Market Inc.
N/A—30,207-30,207-100%$821.3K———
Brown Advisory Inc
N/A—28,975-28,975-100%$787.8K———
M&T Bank Corp
N/A—27,900-27,900-100%$758.7K———
Earnest Partners LLC
N/A—26,895-26,895-100%$731.3K———
Qube Research & Technologies Ltd
N/A—26,779-26,779-100%$728.1K———
DRW Securities, LLC
N/A—26,424-26,424-100%$718.5K———
Walleye Capital LLC
N/A—25,899-25,899-100%$704.2K———
Ballentine Partners, LLC
N/A—25,873-25,873-100%$703.5K———
Riverview Capital Advisers, LLC
N/A—25,412-25,412-100%$691.0K———
Federation des caisses Desjardins du Quebec
N/A—25,013-25,013-100%$680.1K———
Sequoia Financial Advisors, LLC
N/A—23,056-23,056-100%$626.9K———
Glenmede Trust Co NA
N/A—21,789-21,789-100%$592.4K———
Arax Advisory Partners
N/A—21,701-21,701-100%$590.0K———
&partners
N/A—21,455-21,455-100%$583.5K———
Captrust Financial Advisors
N/A—20,268-20,268-100%$551.1K———
Neuberger Berman Group LLC
N/A—20,161-20,161-100%$548.2K———
Arrowstreet Capital, Limited Partnership
N/A—19,043-19,043-100%$517.8K———
XY Capital Ltd
N/A—18,234-18,234-100%$495.8K———
Venturi Wealth Management, LLC
N/A—18,007-18,007-100%$489.6K———
Franklin Resources Inc
N/A—17,706-17,706-100%$481.4K———
GTS Securities LLC
N/A—17,336-17,336-100%$471.4K———
Intrust Bank NA
N/A—17,089-17,089-100%$464.6K———
Millennium Management LLC
N/A—16,711-16,711-100%$454.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—14,911-14,911-100%$405.4K———
Smartleaf Asset Management LLC
N/A—14,841-14,841-100%$403.8K———
Global Retirement Partners, LLC
N/A—14,638-14,638-100%$398.0K———
First Foundation Advisors
N/A—13,155-13,155-100%$357.7K———
W1m Asset Management Ltd
N/A—12,926-12,926-100%$351.3K———
Cetera Trust Company, N.a
N/A—12,907-12,907-100%$350.9K———
Holderness Investments Co
N/A—12,730-12,730-100%$346.1K———
Legacy Capital Group California, Inc.
N/A—12,645-12,645-100%$343.8K———
Capital Fund Management S.A.
N/A—12,537-12,537-100%$340.9K———
DV Equities, LLC
N/A—12,272-12,272-100%$333.7K———
Dorsey & Whitney Trust Co LLC
N/A—12,245-12,245-100%$332.9K———
Bleakley Financial Group, LLC
N/A—11,832-11,832-100%$321.7K———
Rehmann Capital Advisory Group
N/A—11,642-11,642-100%$316.6K———
Caprock Group, LLC
N/A—11,555-11,555-100%$314.2K———
Qtron Investments LLC
N/A—11,207-11,207-100%$304.7K———
Beacon Pointe Advisors, LLC
N/A—11,162-11,162-100%$303.5K———
Nicolet Bankshares Inc
N/A—10,570-10,570-100%$297.7K———
CIBC Bancorp USA Inc.
N/A—9,789-9,789-100%$266.2K———
Dynasty Wealth Management, LLC
N/A—9,320-9,320-100%$253.4K———
One Capital Management, LLC
N/A—9,167-9,167-100%$251.2K———
Avise Financial Cooperative, Inc.
N/A—9,114-9,114-100%$247.8K———
Envestnet Portfolio Solutions, Inc.
N/A—9,047-9,047-100%$246.0K———
United Capital Financial Advisors, LLC
N/A—8,971-8,971-100%$243.9K———
Dunhill Financial, LLC
N/A—8,956-8,956-100%$243.5K———
Waverly Advisors, LLC
N/A—8,246-8,246-100%$224.2K———
OneAscent Financial Services LLC
N/A—8,097-8,097-100%$220.2K———
Bridgewater Advisors Inc.
N/A—7,939-7,939-100%$208.2K———
Coldstream Capital Management Inc
N/A—7,869-7,869-100%$213.9K———
National Bank of Canada
N/A—7,775-7,775-100%$211.2K———
Ellevest, Inc.
N/A—7,691-7,691-100%$209.1K———
Main Street Research LLC
N/A—7,655-7,655-100%$208.1K———
Bridgefront Capital, LLC
N/A—7,589-7,589-100%$206.3K———
Bulltick Wealth Management, LLC
N/A—7,575-7,575-100%$206.0K———
Focus Partners Advisor Solutions, LLC
N/A—7,505-7,505-100%$204.1K———
MAI Capital Management
N/A—7,432-7,432-100%$202.1K———
Atlantic Union Bankshares Corp
N/A—5,531-5,531-100%$150.4K———
Firsthand Capital Management, Inc.
N/A—5,146-5,146-100%$139.9K———
Corient IA LP
N/A—4,646-4,646-100%$126.3K———
Advisors Asset Management, Inc.
N/A—4,033-4,033-100%$109.7K———
Bessemer Group Inc
N/A—3,317-3,317-100%$85.0K———
Millstone Evans Group, LLC
N/A—2,450-2,450-100%$66.6K———
Rothschild Investment LLC
N/A—1,777-1,777-100%$48.3K———
Sittner & Nelson, LLC
N/A—1,753-1,753-100%$47.7K———
Prestige Wealth Management Group LLC
N/A—1,747-1,747-100%$47.5K———
Basecamp Wealth Advisors LLC
N/A—1,620-1,620-100%$44.0K———
Caldwell Sutter Capital, Inc.
N/A—1,541-1,541-100%$41.9K———
ESL Trust Services, LLC
N/A—1,238-1,238-100%$33.7K———
Osbon Capital Management LLC
N/A—1,071-1,071-100%$29.1K———
SOA Wealth Advisors, Llc.
N/A—954-954-100%$25.9K———
Steward Partners Investment Advisory, LLC
N/A—858-858-100%$23.3K———
Geneos Wealth Management Inc.
N/A—845-845-100%$23.0K———
Bruce G. Allen Investments, LLC
N/A—832-832-100%$22.6K———
Harbour Investments, Inc.
N/A—803-803-100%$21.8K———
Brown Brothers Harriman & Co
N/A—772-772-100%$21.0K———
BFC Planning, Inc.
N/A—687-687-100%$18.7K———
Continuum Advisory, LLC
N/A—685-685-100%$18.6K———
Keating Financial Advisory Services, Inc.
N/A—662-662-100%$18.0K———
Strategic Wealth Partners, Ltd.
N/A—641-641-100%$17.4K———
IFG Advisory, LLC
N/A—601-601-100%$16.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—536-536-100%$14.6K———
Synergy Investment Management, LLC
N/A—486-486-100%$12.7K———
JPL Wealth Management, LLC
N/A—409-409-100%$11.1K———
Motco
N/A—355-355-100%$9.7K———
Logan Capital Management Inc
N/A—343-343-100%$9.3K———
Ameriflex Group, Inc.
N/A—338-338-100%$9.2K———
CoreFirst Bank & Trust
N/A—290-290-100%$7.9K———
Altrinsic Global Advisors LLC
N/A—265-265-100%$7.2K———
Transamerica Financial Advisors, LLC
N/A—242-242-100%$6.6K———
JDM Financial Group LLC
N/A—227-227-100%$6.2K———
Westfuller Advisors, LLC
N/A—195-195-100%$5.3K———
Proffitt & Goodson Inc
N/A—186-186-100%$5.1K———
Cornerstone Financial Management LLC
N/A—175-175-100%$4.8K———
Vanguard National Trust Co
N/A—161-161-100%$4.4K———
Capital Analysts, LLC
N/A—132-132-100%$4———
Raffa Wealth Management, LLC
N/A—126-126-100%$3.4K———
GW&K Investment Management, LLC
N/A—123-123-100%$3———
NewEdge Advisors, LLC
N/A—116-116-100%$3.1K———
HHM Wealth Advisors, LLC
N/A—116-116-100%$3.2K———
Fiduciary Financial Advisors
N/A—100-100-100%$2.7K———
Tidemark, LLC
N/A—100-100-100%$2.7K———
Kilter Group LLC
N/A—95-95-100%$2.6K———
BOK Financial Private Wealth, Inc.
N/A—87-87-100%$2.4K———
SHP Wealth Management
N/A—65-65-100%$1.8K———
Quent Capital, LLC
N/A—63-63-100%$1.7K———
Penserra Capital Management LLC
N/A—60-60-100%$1———
CVA Family Office, LLC
N/A—45-45-100%$1.2K———
Smithfield Trust Co
N/A—40-40-100%$1———
IMA Advisory Services, Inc.
N/A—21-21-100%$571———
LRI Investments, LLC
N/A—19-19-100%$517———
Highland Investment Advisors LLC
N/A—18-18-100%$489———
Godfrey Financial Associates, Inc.
N/A—17-17-100%$462———
BNP Paribas Financial Markets
N/A—15-15-100%$408———
MidFirst Bank
N/A—13-13-100%$353———
Huntington National Bank
N/A—13-13-100%$353———
Bogart Wealth, LLC
N/A—8-8-100%$218———
Marshall Investment Management, LLC
N/A—5-5-100%$136———
Financial Gravity Companies, Inc.
N/A—2-2-100%$54———
Showing 385 of 385 institutions