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MDU Resources Group Inc (MDU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares10,679,046 from 10,435,060
Change+243,986 (+2%)
Value$198.0M (-$23.3M)
Filed 2026-11-04
Hennessy Advisors Inc
INCREASED
Shares3,487,504 from 179,707
Change+3,307,797 (+1841%)
Value$3.5M (-$324.1K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares2,474,678 from 2,330,719
Change+143,959 (+6%)
Value$45.9M (-$3.6M)
Filed 2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares2,126,689 from 1,512,207
Change+614,482 (+41%)
Value$39.4K (-$32.0M)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares1,686,529 from 1,690,277
Change-3,748 (0%)
Value$31.3M (-$4.6M)
Filed 2026-11-05
Perpetual Ltd
DECREASED
Shares1,283,404 from 1,369,442
Change-86,038 (-6%)
Value$23.8M (-$5.3M)
Filed 2026-10-13
Principal Financial Group Inc
DECREASED
Shares997,943 from 1,008,061
Change-10,118 (-1%)
Value$18.5M (-$2.9M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares967,068 from 1,221,323
Change-254,255 (-21%)
Value$17.9M (-$7.4M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares359,011 from 290,591
Change+68,420 (+24%)
Value$6.7M (+$490.5K)
Filed 2026-11-06
John G Ullman & Associates Inc
DECREASED
Shares354,210 from 358,848
Change-4,638 (-1%)
Value$6.6M (-$1.0M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares338,092 from 329,515
Change+8,577 (+3%)
Value$6.3M (-$720.8K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares292,746 from 307,937
Change-15,191 (-5%)
Value$5.4M (-$1.1M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares245,912 from 266,185
Change-20,273 (-8%)
Value$4.6M (-$1.1M)
Filed 2026-11-05
Angeles Investment Advisors, LLC
UNCHANGED
Shares245,414 from 245,414
Change0 (0%)
Value$4.5M (-$655.3K)
Filed 2026-10-22
New York State Teachers Retirement System
UNCHANGED
Shares221,211 from 221,211
Change0 (0%)
Value$4.1K (-$4.7M)
Filed 2026-10-22
Riverwater Partners LLC
INCREASED
Shares175,415 from 151,810
Change+23,605 (+16%)
Value$3.3M (+$32.3K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares149,240 from 150,769
Change-1,529 (-1%)
Value$2.8M (-$430.9K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares137,218 from 142,875
Change-5,657 (-4%)
Value$2.5M (-$486.4K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares133,787 from 137,247
Change-3,460 (-3%)
Value$2.5K (-$2.9M)
Filed 2026-11-05
Miller Howard Investments Inc
INCREASED
Shares132,929 from 75,038
Change+57,891 (+77%)
Value$2.5M (+$872.9K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares116,653 from 61,433
Change+55,220 (+90%)
Value$2.2M (+$859.8K)
Filed 2026-11-04
Bokf, NA
INCREASED
Shares114,975 from 114,350
Change+625 (+1%)
Value$2.1M (-$293.7K)
Filed 2026-10-27
Illinois Municipal Retirement Fund
INCREASED
Shares107,442 from 106,570
Change+872 (+1%)
Value$2.0M (-$268.4K)
Filed 2026-11-05
Washington Trust Bank
UNCHANGED
Shares99,619 from 99,619
Change0 (0%)
Value$1.8M (-$266.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares91,995 from 87,722
Change+4,273 (+5%)
Value$1.7K (-$1.9M)
Filed 2026-11-02
Louisiana State Employees Retirement System
DECREASED
Shares89,600 from 91,600
Change-2,000 (-2%)
Value$1.7M (-$281.7K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED
Shares89,410 from 89,410
Change0 (0%)
Value$1.7M (-$238.7K)
Filed 2026-11-02
Register Financial Advisors LLC
INCREASED
Shares87,633 from 87,603
Change+30 (+0%)
Value$1.6M (-$233.3K)
Filed 2026-10-23
State of New Jersey Common Pension Fund D
UNCHANGED
Shares80,921 from 80,921
Change0 (0%)
Value$1.5M (-$216.1K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares74,054 from 68,406
Change+5,648 (+8%)
Value$1.4M (-$77.9K)
Filed 2026-10-15
Maryland State Retirement & Pension System
INCREASED
Shares62,902 from 42,144
Change+20,758 (+49%)
Value$1.2M (+$272.3K)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares57,999 from 59,702
Change-1,703 (-3%)
Value$1.1K (-$1.3M)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares57,236 from 59,608
Change-2,372 (-4%)
Value$1.1M (-$203.1K)
Filed 2026-10-28
Arizona State Retirement System
INCREASED
Shares55,914 from 53,660
Change+2,254 (+4%)
Value$1.0M (-$101.5K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares55,131 from 55,248
Change-117 (0%)
Value$1.0M (-$149.7K)
Filed 2026-10-22
Ethic Inc.
DECREASED
Shares53,125 from 55,612
Change-2,487 (-4%)
Value$984.9K (-$194.6K)
Filed 2026-11-03
Clark Financial Services Group Inc
UNCHANGED
Shares52,269 from 52,269
Change0 (0%)
Value$969.1K (-$139.6K)
Filed 2026-10-19
Nisa Investment Advisors, LLC
INCREASED
Shares49,751 from 49,724
Change+27 (+0%)
Value$929.6K (-$132.0K)
Filed 2026-10-20
Oregon Public Employees Retirement Fund
DECREASED
Shares47,185 from 47,485
Change-300 (-1%)
Value$874.8K (-$132.3K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares43,499 from 31,940
Change+11,559 (+36%)
Value$818.2K (+$148.1K)
Filed 2026-10-13
Exchange Traded Concepts, LLC
DECREASED
Shares43,014 from 398,550
Change-355,536 (-89%)
Value$797.5K (-$7.7M)
Filed 2026-10-28
Montgomery Investment Management Inc
UNCHANGED
Shares42,378 from 42,378
Change0 (0%)
Value$785.7K (-$113.1K)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares41,938 from 75,204
Change-33,266 (-44%)
Value$777 (-$1.6M)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares37,007 from 37,369
Change-362 (-1%)
Value$686.1K (-$106.5K)
Filed 2026-11-06
Angeles Wealth Management, LLC
DECREASED
Shares34,281 from 34,549
Change-268 (-1%)
Value$640.5K (-$97.1K)
Filed 2026-10-26
Inspire Investing, LLC
INCREASED
Shares34,150 from 31,864
Change+2,286 (+7%)
Value$633.1K (-$42.7K)
Filed 2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED
Shares31,542 from 28,628
Change+2,914 (+10%)
Value$584.8K (-$22.4K)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares31,414 from 31,751
Change-337 (-1%)
Value$582.4K (-$91.0K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares29,024 from 24,634
Change+4,390 (+18%)
Value$538.1K (+$15.6K)
Filed 2026-10-16
Cohen Capital Management, Inc.
UNCHANGED
Shares26,324 from 26,324
Change0 (0%)
Value$488.0K (-$70.3K)
Filed 2026-10-14
Mutual of America Capital Management LLC
INCREASED
Shares26,083 from 25,947
Change+136 (+1%)
Value$483.6K (-$66.8K)
Filed 2026-10-23
Allied Investment Advisors, LLC
INCREASED
Shares25,554 from 22,501
Change+3,053 (+14%)
Value$473.8K (-$3.5K)
Filed 2026-10-13
Barclays PLC
DECREASED
Shares24,930 from 152,516
Change-127,586 (-84%)
Value$462.2K (-$2.8M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares23,632 from 17,834
Change+5,798 (+33%)
Value$438.1K (+$59.9K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares22,060 from 22,469
Change-409 (-2%)
Value$409.0K (-$67.6K)
Filed 2026-11-06
Blue Trust, Inc.
DECREASED
Shares21,772 from 27,560
Change-5,788 (-21%)
Value$403.7K (-$180.9K)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares21,514 from 28,977
Change-7,463 (-26%)
Value$398.9K (-$209.3K)
Filed 2026-11-06
First Premier Bank
DECREASED
Shares20,995 from 24,402
Change-3,407 (-14%)
Value$389 (-$129)
Filed 2026-10-13
Forza Wealth Management, LLC
UNCHANGED
Shares20,485 from 20,485
Change0 (0%)
Value$379.8K (-$54.7K)
Filed 2026-10-20
Cascade Investment Group, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$370.8K (-$53.4K)
Filed 2026-10-13
IFM Investors Pty Ltd
INCREASED
Shares19,865 from 14,600
Change+5,265 (+36%)
Value$368.3K (+$58.6K)
Filed 2026-10-14
CIBC Asset Management Inc
DECREASED
Shares18,950 from 19,323
Change-373 (-2%)
Value$351.3K (-$58.5K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares18,683 from 16,439
Change+2,244 (+14%)
Value$346.4K (-$2.3K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
DECREASED
Shares18,388 from 20,210
Change-1,822 (-9%)
Value$340.9K (-$87.8K)
Filed 2026-10-21
Praxis Investment Management Inc
DECREASED
Shares17,478 from 18,225
Change-747 (-4%)
Value$324 (-$386.7K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares16,849 from 16,660
Change+189 (+1%)
Value$312.4K (-$41.0K)
Filed 2026-10-26
Palisade Asset Management, LLC
DECREASED
Shares16,204 from 17,704
Change-1,500 (-8%)
Value$300.4K (-$75.1K)
Filed 2026-11-03
Xponance LLC
INCREASED
Shares15,591 from 14,587
Change+1,004 (+7%)
Value$289.1K (-$20.3K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares15,529 from 16,816
Change-1,287 (-8%)
Value$287.9K (-$68.8K)
Filed 2026-10-27
Leuthold Group, LLC
UNCHANGED
Shares15,503 from 15,503
Change0 (0%)
Value$287.4K (-$41.4K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,434 from 15,404
Change+30 (+0%)
Value$286.1K (-$40.6K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
NEW
Shares14,087
Change+14,087
Value$270.7K
Filed 2026-10-27
Moody Aldrich Partners LLC
UNCHANGED
Shares14,045 from 14,045
Change0 (0%)
Value$260.4K (-$37.5K)
Filed 2026-10-27
ZWJ Investment Counsel Inc
INCREASED
Shares13,476 from 12,123
Change+1,353 (+11%)
Value$249.8K (-$7.3K)
Filed 2026-10-15
Swiss Life Asset Management Ltd
INCREASED
Shares13,403 from 12,494
Change+909 (+7%)
Value$248.5K (-$16.5K)
Filed 2026-11-03
AlphaCore Capital LLC
NEW
Shares12,262
Change+12,262
Value$227.9K
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares12,110 from 11,734
Change+376 (+3%)
Value$224.5K (-$24.4K)
Filed 2026-10-30
Quadrant Capital Group LLC
DECREASED
Shares11,951 from 12,599
Change-648 (-5%)
Value$222.8K (-$44.5K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares11,849 from 12,282
Change-433 (-4%)
Value$219.7K (-$40.8K)
Filed 2026-10-21
Cascade Investment Advisors, Inc.
DECREASED
Shares10,880 from 10,930
Change-50 (0%)
Value$201.7K (-$30.1K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares10,318 from 10,318
Change0 (0%)
Value$191.3K (-$27.5K)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares9,603 from 9,603
Change0 (0%)
Value$178.0K (-$25.6K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares7,350 from 11,457
Change-4,107 (-36%)
Value$136.3K (-$107.2K)
Filed 2026-10-08
KBC Group NV
UNCHANGED
Shares6,601 from 6,601
Change0 (0%)
Value$122 (-$139.9K)
Filed 2026-10-22
Tompkins Financial Corp
UNCHANGED
Shares6,457 from 6,457
Change0 (0%)
Value$119.7K (-$17.2K)
Filed 2026-10-05
Sterling Capital Management LLC
DECREASED
Shares6,016 from 6,145
Change-129 (-2%)
Value$111.5K (-$18.8K)
Filed 2026-10-22
CX Institutional
INCREASED
Shares5,750 from 67
Change+5,683 (+8482%)
Value$107 (+$106)
Filed 2026-10-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4,816 from 4,816
Change0 (0%)
Value$89.3K (-$12.9K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares4,006 from 1,494
Change+2,512 (+168%)
Value$74.3K (+$42.6K)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares3,908 from 4,617
Change-709 (-15%)
Value$72.5K (-$25.5K)
Filed 2026-10-08
CoreCap Advisors, LLC
DECREASED
Shares3,508 from 3,720
Change-212 (-6%)
Value$65.0K (-$13.9K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares3,488 from 1,078
Change+2,410 (+224%)
Value$64.7K (+$41.8K)
Filed 2026-10-02
Caitong International Asset Management Co., Ltd
INCREASED
Shares3,391 from 600
Change+2,791 (+465%)
Value$62.9K (+$50.1K)
Filed 2026-10-29
Concord Wealth Partners
UNCHANGED
Shares3,389 from 3,389
Change0 (0%)
Value$62.8K (-$9.0K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
NEW
Shares3,123
Change+3,123
Value$57.7K
Filed 2026-10-16
Fulcrum Asset Management LLP
NEW
Shares2,870
Change+2,870
Value$53.6K
Filed 2026-11-04
Strs Ohio
DECREASED
Shares2,864 from 4,306
Change-1,442 (-33%)
Value$53.1K (-$38.2K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares2,864 from 3,909
Change-1,045 (-27%)
Value$53.1K (-$29.8K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares2,750 from 3,000
Change-250 (-8%)
Value$51.0K (-$12.6K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares2,436 from 2,416
Change+20 (+1%)
Value$45.2K (-$6.1K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares2,310 from 866
Change+1,444 (+167%)
Value$42.8K (+$24.5K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares2,225 from 2,263
Change-38 (-2%)
Value$41.3K (-$6.7K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares2,086 from 2,641
Change-555 (-21%)
Value$38.7K (-$17.3K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares2,040 from 2,008
Change+32 (+2%)
Value$43.3K (+$679)
Filed 2026-11-06
Country Trust Bank
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$36.2K (-$5.2K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares1,872 from 1,855
Change+17 (+1%)
Value$34.7K (-$4.6K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
INCREASED
Shares1,829 from 1,349
Change+480 (+36%)
Value$33.9K (+$5.3K)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares1,804 from 603
Change+1,201 (+199%)
Value$33.4K (+$20.7K)
Filed 2026-10-26
GoalVest Advisory LLC
INCREASED
Shares1,707 from 1,324
Change+383 (+29%)
Value$31.6K (+$3.6K)
Filed 2026-10-02
Bangor Savings Bank
DECREASED
Shares1,687 from 1,810
Change-123 (-7%)
Value$31.3K (-$7.1K)
Filed 2026-10-06
Elevation Wealth Partners, LLC
INCREASED
Shares1,683 from 405
Change+1,278 (+316%)
Value$31.2K (+$22.6K)
Filed 2026-10-07
Salomon & Ludwin, LLC
DECREASED
Shares1,560 from 1,983
Change-423 (-21%)
Value$28.9K (-$12.1K)
Filed 2026-10-29
Bank of New Hampshire
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$26.3K (-$3.8K)
Filed 2026-10-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,394 from 2,186
Change-792 (-36%)
Value$25.8K (-$20.5K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares1,262 from 1,207
Change+55 (+5%)
Value$23.4K (-$2.2K)
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares1,204
Change+1,204
Value$22.3K
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$22.2K (-$3.2K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$24.6K ($0)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW
Shares1,132
Change+1,132
Value$21.0K
Filed 2026-10-16
Toth Financial Advisory Corp
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$20.9K (-$3.0K)
Filed 2026-10-08
IFS Advisors, LLC
NEW
Shares1,071
Change+1,071
Value$19.9K
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$19.3K (-$2.8K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$18.5K (-$2.7K)
Filed 2026-10-26
City State Bank
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$15.8K (-$2.3K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$15.0K (-$2.2K)
Filed 2026-10-21
Bayforest Capital Ltd
DECREASED
Shares769 from 6,606
Change-5,837 (-88%)
Value$14.3K (-$125.9K)
Filed 2026-11-03
Costello Asset Management, Inc
INCREASED
Shares745 from 742
Change+3 (+0%)
Value$13.8K (-$1.9K)
Filed 2026-10-30
Dakota Community Bank & Trust NA
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$13.7K (-$2.0K)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares707
Change+707
Value$13.1K
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$11.1K (-$1.6K)
Filed 2026-10-07
Covestor Ltd
INCREASED
Shares562 from 259
Change+303 (+117%)
Value$10 (+$4)
Filed 2026-10-30
Bare Financial Services, Inc
DECREASED
Shares488 from 832
Change-344 (-41%)
Value$9.0K (-$8.6K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares456 from 336
Change+120 (+36%)
Value$8.5K (+$1.3K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares445 from 443
Change+2 (+0%)
Value$8.2K (-$958)
Filed 2026-10-09
FNY Investment Advisers, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-16
Rossby Financial, LCC
DECREASED
Shares393 from 395
Change-2 (-1%)
Value$7.3K (-$1.1K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares392 from 396
Change-4 (-1%)
Value$7.3K (-$1.1K)
Filed 2026-11-03
Wolff Wiese Magana LLC
NEW
Shares300
Change+300
Value$5.6K
Filed 2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$5.5K (-$790)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$5.0K (-$721)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$3.9K (-$556)
Filed 2026-11-05
Farmers & Merchants Investments Inc
INCREASED
Shares174 from 87
Change+87 (+100%)
Value$3.2K (+$1.4K)
Filed 2026-10-22
Manchester Capital Management LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$3.0K (-$438)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares145 from 68
Change+77 (+113%)
Value$2.7K (+$1.2K)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares128 from 105
Change+23 (+22%)
Value$2.4K (+$146)
Filed 2026-11-06
Acumen Wealth Advisors, LLC
NEW
Shares122
Change+122
Value$2.3K
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares121 from 100
Change+21 (+21%)
Value$2.2K (+$123)
Filed 2026-10-13
Private Wealth Management Group, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$2.2K (-$317)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.9K (-$267)
Filed 2026-10-20
Bell Investment Advisors, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.9K (-$267)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares95 from 108
Change-13 (-12%)
Value$1.8K (-$530)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares94 from 68
Change+26 (+38%)
Value$1.7K (+$301)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
NEW
Shares90
Change+90
Value$1.7K
Filed 2026-10-30
Proathlete Wealth Management LLC
NEW
Shares89
Change+89
Value$1.7K
Filed 2026-10-15
Mather Group, Llc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$1.5K (-$223)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$1.5K (-$211)
Filed 2026-10-05
Valley National Advisers Inc
NEW
Shares73
Change+73
Value$1.4K
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares64
Change+64
Value$1.2K
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares56 from 55
Change+1 (+2%)
Value$1.0K (-$105)
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares47 from 40
Change+7 (+18%)
Value$879 (+$25)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$835 (-$120)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
NEW
Shares40
Change+40
Value$1
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$742 (-$106)
Filed 2026-11-03
Cromwell Holdings LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$654 (-$93)
Filed 2026-10-28
Asset Dedication, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$612 (-$88)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$593 (-$86)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$538 (-$77)
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares24 from 99
Change-75 (-76%)
Value$445 (-$1.7K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares22
Change+22
Value$408
Filed 2026-10-19
Financial Consulate, Inc
NEW
Shares20
Change+20
Value$371
Filed 2026-10-23
Gilpin Wealth Management, LLC
DECREASED
Shares15 from 30
Change-15 (-50%)
Value$279 (-$358)
Filed 2026-10-09
First Horizon Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$278 (-$40)
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$279 (-$40)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$130 (-$19)
Filed 2026-10-26
Monetary Solutions, Ltd
NEW
Shares3
Change+3
Value$56
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$38 (-$5)
Filed 2026-10-15
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$19
Filed 2026-10-16
Oak Thistle LLC
CLOSED
Shares0 from 190,399
Change-190,399 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-21
Friedenthal Financial
CLOSED
Shares0 from 51,385
Change-51,385 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 27,485
Change-27,485 (-100%)
Value$0 (-$583.0K)
Filed 2026-10-28
Robeco Institutional Asset Management B.V.
CLOSED
Shares0 from 24,490
Change-24,490 (-100%)
Value$0 (-$519.4K)
Filed 2026-10-20
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 15,048
Change-15,048 (-100%)
Value$0 (-$319.2K)
Filed 2026-11-04
111 Capital
CLOSED
Shares0 from 13,811
Change-13,811 (-100%)
Value$0 (-$292.9K)
Filed 2026-11-03
HB Wealth Management, LLC
CLOSED
Shares0 from 11,976
Change-11,976 (-100%)
Value$0 (-$254.0K)
Filed 2026-10-23
Park Avenue Securities LLC
CLOSED
Shares0 from 10,373
Change-10,373 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-26
Evergreen Capital Management LLC
CLOSED
Shares0 from 9,862
Change-9,862 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-23
MSH Capital Advisors LLC
CLOSED
Shares0 from 9,840
Change-9,840 (-100%)
Value$0 (-$208.7K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 9,640
Change-9,640 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 7,383
Change-7,383 (-100%)
Value$0 (-$156.6K)
Filed 2026-10-15
Trust Co of Toledo NA
CLOSED
Shares0 from 1,049
Change-1,049 (-100%)
Value$0 (-$22.2K)
Filed 2026-10-16
Retirement Wealth Solutions LLC
CLOSED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-07
MCF Advisors LLC
CLOSED
Shares0 from 789
Change-789 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-23
Essential Partners LLC
CLOSED
Shares0 from 287
Change-287 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-14
High Note Wealth, LLC
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-27
First Command Advisory Services, Inc.
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$700)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 ($0)
Filed 2026-11-04
Davis Capital Management
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$233)
Filed 2026-10-08
Evolution Advisers, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 27,351,603
Change-27,351,603 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 13,056,724
Change-13,056,724 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 12,692,333
Change-12,692,333 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 9,726,856
Change-9,726,856 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 9,416,562
Change-9,416,562 (-100%)
Value—
State Street Corp
N/A
Shares— from 7,376,161
Change-7,376,161 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,089,546
Change-6,089,546 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,228,758
Change-5,228,758 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,086,803
Change-4,086,803 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 3,553,438
Change-3,553,438 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 3,403,955
Change-3,403,955 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,221,909
Change-3,221,909 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 3,137,305
Change-3,137,305 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,633,250
Change-2,633,250 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 2,592,793
Change-2,592,793 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,236,356
Change-2,236,356 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,047,618
Change-2,047,618 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 1,987,666
Change-1,987,666 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,954,573
Change-1,954,573 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,909,701
Change-1,909,701 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,564,006
Change-1,564,006 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,548,165
Change-1,548,165 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,493,599
Change-1,493,599 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,490,186
Change-1,490,186 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,451,057
Change-1,451,057 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,404,875
Change-1,404,875 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,328,342
Change-1,328,342 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,176,903
Change-1,176,903 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,102,193
Change-1,102,193 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,076,135
Change-1,076,135 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 1,040,108
Change-1,040,108 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,006,027
Change-1,006,027 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 957,150
Change-957,150 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 914,521
Change-914,521 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 898,508
Change-898,508 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 868,285
Change-868,285 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 811,297
Change-811,297 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 808,790
Change-808,790 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 726,661
Change-726,661 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 718,511
Change-718,511 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 718,062
Change-718,062 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 679,661
Change-679,661 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 665,000
Change-665,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 624,798
Change-624,798 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 615,554
Change-615,554 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 610,700
Change-610,700 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 542,449
Change-542,449 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 467,864
Change-467,864 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 450,754
Change-450,754 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 448,270
Change-448,270 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 443,895
Change-443,895 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 439,040
Change-439,040 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 429,672
Change-429,672 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 416,554
Change-416,554 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 402,983
Change-402,983 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 399,964
Change-399,964 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 390,190
Change-390,190 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 380,367
Change-380,367 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 348,258
Change-348,258 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 348,073
Change-348,073 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 345,476
Change-345,476 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 325,547
Change-325,547 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 322,253
Change-322,253 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 320,176
Change-320,176 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 309,092
Change-309,092 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Man Group plc
N/A
Shares— from 297,903
Change-297,903 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 286,399
Change-286,399 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 285,436
Change-285,436 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 279,197
Change-279,197 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 235,208
Change-235,208 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 231,541
Change-231,541 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 227,000
Change-227,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 224,054
Change-224,054 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 224,010
Change-224,010 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 217,032
Change-217,032 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 205,889
Change-205,889 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 199,679
Change-199,679 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 197,571
Change-197,571 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 190,069
Change-190,069 (-100%)
Value—
Vennlight Capital Management, LP
N/A
Shares— from 184,163
Change-184,163 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 180,730
Change-180,730 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 180,346
Change-180,346 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 167,237
Change-167,237 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 166,723
Change-166,723 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 163,203
Change-163,203 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 161,190
Change-161,190 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 160,583
Change-160,583 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 157,421
Change-157,421 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 156,848
Change-156,848 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 149,061
Change-149,061 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 146,907
Change-146,907 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 146,058
Change-146,058 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 140,118
Change-140,118 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 133,234
Change-133,234 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 131,754
Change-131,754 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 131,575
Change-131,575 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 129,323
Change-129,323 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 126,557
Change-126,557 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 121,658
Change-121,658 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 113,411
Change-113,411 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 113,369
Change-113,369 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 107,106
Change-107,106 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 107,075
Change-107,075 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 105,703
Change-105,703 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 99,629
Change-99,629 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 98,520
Change-98,520 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 94,397
Change-94,397 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 92,763
Change-92,763 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 87,018
Change-87,018 (-100%)
Value—
ING Groep NV
N/A
Shares— from 86,000
Change-86,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 82,021
Change-82,021 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 81,638
Change-81,638 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 81,428
Change-81,428 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 80,657
Change-80,657 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 78,303
Change-78,303 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 78,136
Change-78,136 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 76,630
Change-76,630 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 75,291
Change-75,291 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 74,365
Change-74,365 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 72,723
Change-72,723 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 71,801
Change-71,801 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 68,159
Change-68,159 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 65,602
Change-65,602 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 63,208
Change-63,208 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 62,761
Change-62,761 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 62,205
Change-62,205 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 58,854
Change-58,854 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 58,341
Change-58,341 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 57,854
Change-57,854 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 54,807
Change-54,807 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 53,918
Change-53,918 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 53,054
Change-53,054 (-100%)
Value—
FMR LLC
N/A
Shares— from 52,604
Change-52,604 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 52,461
Change-52,461 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 51,892
Change-51,892 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 51,208
Change-51,208 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 50,840
Change-50,840 (-100%)
Value—
&partners
N/A
Shares— from 45,830
Change-45,830 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 43,998
Change-43,998 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 43,102
Change-43,102 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 43,008
Change-43,008 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 42,900
Change-42,900 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 36,730
Change-36,730 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 36,398
Change-36,398 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 34,614
Change-34,614 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 33,904
Change-33,904 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 32,147
Change-32,147 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 31,856
Change-31,856 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 31,600
Change-31,600 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,048
Change-31,048 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,034
Change-31,034 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,412
Change-30,412 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 29,430
Change-29,430 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 28,987
Change-28,987 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,083
Change-28,083 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 27,156
Change-27,156 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 26,102
Change-26,102 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 25,275
Change-25,275 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 23,173
Change-23,173 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 21,879
Change-21,879 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 18,206
Change-18,206 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 17,842
Change-17,842 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 16,202
Change-16,202 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 15,665
Change-15,665 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 15,165
Change-15,165 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,712
Change-14,712 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,312
Change-14,312 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,511
Change-13,511 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 13,266
Change-13,266 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 11,982
Change-11,982 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 11,967
Change-11,967 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 11,884
Change-11,884 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,680
Change-11,680 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 11,599
Change-11,599 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 11,557
Change-11,557 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 11,395
Change-11,395 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 11,259
Change-11,259 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Allstate Corp
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 10,671
Change-10,671 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 9,997
Change-9,997 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 9,617
Change-9,617 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9,111
Change-9,111 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Quarry LP
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,557
Change-6,557 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 840
Change-840 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 777
Change-777 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 768
Change-768 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 696
Change-696 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 361
Change-361 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 295
Change-295 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 260
Change-260 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 185
Change-185 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 150
Change-150 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 100
Change-100 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 99
Change-99 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 10
Change-10 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED10,679,04610,435,060+243,986+2%$221.3M$198.0M-$23.3M2026-11-04
Hennessy Advisors Inc
INCREASED3,487,504179,707+3,307,797+1841%$3.8M$3.5M-$324.1K2026-10-28
Bank of New York Mellon Corp
INCREASED2,474,6782,330,719+143,959+6%$49.4M$45.9M-$3.6M2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED2,126,6891,512,207+614,482+41%$32.1M$39.4K-$32.0M2026-10-26
US Bancorp \de\
DECREASED1,686,5291,690,277-3,7480%$35.9M$31.3M-$4.6M2026-11-05
Perpetual Ltd
DECREASED1,283,4041,369,442-86,038-6%$29.0M$23.8M-$5.3M2026-10-13
Principal Financial Group Inc
DECREASED997,9431,008,061-10,118-1%$21.4M$18.5M-$2.9M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED967,0681,221,323-254,255-21%$25.3M$17.9M-$7.4M2026-11-04
Russell Investments Group, Ltd.
INCREASED359,011290,591+68,420+24%$6.2M$6.7M+$490.5K2026-11-06
John G Ullman & Associates Inc
DECREASED354,210358,848-4,638-1%$7.6M$6.6M-$1.0M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED338,092329,515+8,577+3%$7.0M$6.3M-$720.8K2026-11-03
Creative Planning
DECREASED292,746307,937-15,191-5%$6.5M$5.4M-$1.1M2026-11-02
Fifth Third Bancorp
DECREASED245,912266,185-20,273-8%$5.6M$4.6M-$1.1M2026-11-05
Angeles Investment Advisors, LLC
UNCHANGED245,414245,41400%$5.2M$4.5M-$655.3K2026-10-22
New York State Teachers Retirement System
UNCHANGED221,211221,21100%$4.7M$4.1K-$4.7M2026-10-22
Riverwater Partners LLC
INCREASED175,415151,810+23,605+16%$3.2M$3.3M+$32.3K2026-11-03
Oppenheimer Asset Management Inc.
DECREASED149,240150,769-1,529-1%$3.2M$2.8M-$430.9K2026-10-27
Commonwealth Equity Services, LLC
DECREASED137,218142,875-5,657-4%$3.0M$2.5M-$486.4K2026-11-02
Thrivent Financial for Lutherans
DECREASED133,787137,247-3,460-3%$2.9M$2.5K-$2.9M2026-11-05
Miller Howard Investments Inc
INCREASED132,92975,038+57,891+77%$1.6M$2.5M+$872.9K2026-10-26
Citigroup Inc
INCREASED116,65361,433+55,220+90%$1.3M$2.2M+$859.8K2026-11-04
Bokf, NA
INCREASED114,975114,350+625+1%$2.4M$2.1M-$293.7K2026-10-27
Illinois Municipal Retirement Fund
INCREASED107,442106,570+872+1%$2.3M$2.0M-$268.4K2026-11-05
Washington Trust Bank
UNCHANGED99,61999,61900%$2.1M$1.8M-$266.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED91,99587,722+4,273+5%$1.9M$1.7K-$1.9M2026-11-02
Louisiana State Employees Retirement System
DECREASED89,60091,600-2,000-2%$1.9M$1.7M-$281.7K2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED89,41089,41000%$1.9M$1.7M-$238.7K2026-11-02
Register Financial Advisors LLC
INCREASED87,63387,603+30+0%$1.9M$1.6M-$233.3K2026-10-23
State of New Jersey Common Pension Fund D
UNCHANGED80,92180,92100%$1.7M$1.5M-$216.1K2026-11-05
Atria Investments, Inc
INCREASED74,05468,406+5,648+8%$1.5M$1.4M-$77.9K2026-10-15
Maryland State Retirement & Pension System
INCREASED62,90242,144+20,758+49%$893.9K$1.2M+$272.3K2026-11-05
Amalgamated Bank
DECREASED57,99959,702-1,703-3%$1.3M$1.1K-$1.3M2026-10-23
D.A. Davidson & Co.
DECREASED57,23659,608-2,372-4%$1.3M$1.1M-$203.1K2026-10-28
Arizona State Retirement System
INCREASED55,91453,660+2,254+4%$1.1M$1.0M-$101.5K2026-11-03
Yousif Capital Management, LLC
DECREASED55,13155,248-1170%$1.2M$1.0M-$149.7K2026-10-22
Ethic Inc.
DECREASED53,12555,612-2,487-4%$1.2M$984.9K-$194.6K2026-11-03
Clark Financial Services Group Inc
UNCHANGED52,26952,26900%$1.1M$969.1K-$139.6K2026-10-19
Nisa Investment Advisors, LLC
INCREASED49,75149,724+27+0%$1.1M$929.6K-$132.0K2026-10-20
Oregon Public Employees Retirement Fund
DECREASED47,18547,485-300-1%$1.0M$874.8K-$132.3K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED43,49931,940+11,559+36%$670.1K$818.2K+$148.1K2026-10-13
Exchange Traded Concepts, LLC
DECREASED43,014398,550-355,536-89%$8.5M$797.5K-$7.7M2026-10-28
Montgomery Investment Management Inc
UNCHANGED42,37842,37800%$898.8K$785.7K-$113.1K2026-10-26
State of Alaska, Department of Revenue
DECREASED41,93875,204-33,266-44%$1.6M$777-$1.6M2026-10-15
PNC Financial Services Group, Inc.
DECREASED37,00737,369-362-1%$792.6K$686.1K-$106.5K2026-11-06
Angeles Wealth Management, LLC
DECREASED34,28134,549-268-1%$737.6K$640.5K-$97.1K2026-10-26
Inspire Investing, LLC
INCREASED34,15031,864+2,286+7%$675.8K$633.1K-$42.7K2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED31,54228,628+2,914+10%$607.2K$584.8K-$22.4K2026-11-05
Pictet Asset Management Holding SA
DECREASED31,41431,751-337-1%$673.4K$582.4K-$91.0K2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED29,02424,634+4,390+18%$522.5K$538.1K+$15.6K2026-10-16
Cohen Capital Management, Inc.
UNCHANGED26,32426,32400%$558.3K$488.0K-$70.3K2026-10-14
Mutual of America Capital Management LLC
INCREASED26,08325,947+136+1%$550.3K$483.6K-$66.8K2026-10-23
Allied Investment Advisors, LLC
INCREASED25,55422,501+3,053+14%$477.2K$473.8K-$3.5K2026-10-13
Barclays PLC
DECREASED24,930152,516-127,586-84%$3.2M$462.2K-$2.8M2026-11-06
Kestra Advisory Services, LLC
INCREASED23,63217,834+5,798+33%$378.3K$438.1K+$59.9K2026-11-02
Merit Financial Group, LLC
DECREASED22,06022,469-409-2%$476.6K$409.0K-$67.6K2026-11-06
Blue Trust, Inc.
DECREASED21,77227,560-5,788-21%$584.6K$403.7K-$180.9K2026-10-15
Savant Capital, LLC
DECREASED21,51428,977-7,463-26%$608.2K$398.9K-$209.3K2026-11-06
First Premier Bank
DECREASED20,99524,402-3,407-14%$518$389-$1292026-10-13
Forza Wealth Management, LLC
UNCHANGED20,48520,48500%$434.5K$379.8K-$54.7K2026-10-20
Cascade Investment Group, Inc.
UNCHANGED20,00020,00000%$424.2K$370.8K-$53.4K2026-10-13
IFM Investors Pty Ltd
INCREASED19,86514,600+5,265+36%$309.7K$368.3K+$58.6K2026-10-14
CIBC Asset Management Inc
DECREASED18,95019,323-373-2%$409.8K$351.3K-$58.5K2026-11-05
Apollon Wealth Management, LLC
INCREASED18,68316,439+2,244+14%$348.7K$346.4K-$2.3K2026-10-23
SeaCrest Wealth Management, LLC
DECREASED18,38820,210-1,822-9%$428.7K$340.9K-$87.8K2026-10-21
Praxis Investment Management Inc
DECREASED17,47818,225-747-4%$387.0K$324-$386.7K2026-11-03
Lanark Financial, Inc.
INCREASED16,84916,660+189+1%$353.4K$312.4K-$41.0K2026-10-26
Palisade Asset Management, LLC
DECREASED16,20417,704-1,500-8%$375.5K$300.4K-$75.1K2026-11-03
Xponance LLC
INCREASED15,59114,587+1,004+7%$309.4K$289.1K-$20.3K2026-11-03
Crestwood Advisors Group, LLC
DECREASED15,52916,816-1,287-8%$356.7K$287.9K-$68.8K2026-10-27
Leuthold Group, LLC
UNCHANGED15,50315,50300%$328.8K$287.4K-$41.4K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED15,43415,404+30+0%$326.7K$286.1K-$40.6K2026-11-03
Chicago Partners Investment Group LLC
NEW14,087—+14,087——$270.7K—2026-10-27
Moody Aldrich Partners LLC
UNCHANGED14,04514,04500%$297.9K$260.4K-$37.5K2026-10-27
ZWJ Investment Counsel Inc
INCREASED13,47612,123+1,353+11%$257.1K$249.8K-$7.3K2026-10-15
Swiss Life Asset Management Ltd
INCREASED13,40312,494+909+7%$265.0K$248.5K-$16.5K2026-11-03
AlphaCore Capital LLC
NEW12,262—+12,262——$227.9K—2026-11-04
Truist Financial Corp
INCREASED12,11011,734+376+3%$248.9K$224.5K-$24.4K2026-10-30
Quadrant Capital Group LLC
DECREASED11,95112,599-648-5%$267.2K$222.8K-$44.5K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED11,84912,282-433-4%$260.5K$219.7K-$40.8K2026-10-21
Cascade Investment Advisors, Inc.
DECREASED10,88010,930-500%$231.8K$201.7K-$30.1K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED10,31810,31800%$218.8K$191.3K-$27.5K2026-10-23
Hilltop National Bank
UNCHANGED9,6039,60300%$203.7K$178.0K-$25.6K2026-10-14
Farther Finance Advisors, LLC
DECREASED7,35011,457-4,107-36%$243.4K$136.3K-$107.2K2026-10-08
KBC Group NV
UNCHANGED6,6016,60100%$140.0K$122-$139.9K2026-10-22
Tompkins Financial Corp
UNCHANGED6,4576,45700%$137.0K$119.7K-$17.2K2026-10-05
Sterling Capital Management LLC
DECREASED6,0166,145-129-2%$130.3K$111.5K-$18.8K2026-10-22
CX Institutional
INCREASED5,75067+5,683+8482%$1$107+$1062026-10-02
Physician Wealth Advisors, Inc.
UNCHANGED4,8164,81600%$102.1K$89.3K-$12.9K2026-10-20
Larson Financial Group LLC
INCREASED4,0061,494+2,512+168%$31.7K$74.3K+$42.6K2026-11-05
Gamma Investing LLC
DECREASED3,9084,617-709-15%$97.9K$72.5K-$25.5K2026-10-08
CoreCap Advisors, LLC
DECREASED3,5083,720-212-6%$78.9K$65.0K-$13.9K2026-10-08
Versant Capital Management, Inc
INCREASED3,4881,078+2,410+224%$22.9K$64.7K+$41.8K2026-10-02
Caitong International Asset Management Co., Ltd
INCREASED3,391600+2,791+465%$12.7K$62.9K+$50.1K2026-10-29
Concord Wealth Partners
UNCHANGED3,3893,38900%$71.9K$62.8K-$9.0K2026-11-02
TD Waterhouse Canada Inc.
NEW3,123—+3,123——$57.7K—2026-10-16
Fulcrum Asset Management LLP
NEW2,870—+2,870——$53.6K—2026-11-04
Strs Ohio
DECREASED2,8644,306-1,442-33%$91.3K$53.1K-$38.2K2026-10-30
Parallel Advisors, LLC
DECREASED2,8643,909-1,045-27%$82.9K$53.1K-$29.8K2026-11-03
City Holding Co
DECREASED2,7503,000-250-8%$63.6K$51.0K-$12.6K2026-10-19
TD Private Client Wealth LLC
INCREASED2,4362,416+20+1%$51.2K$45.2K-$6.1K2026-10-28
Parkside Financial Bank & Trust
INCREASED2,310866+1,444+167%$18.4K$42.8K+$24.5K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED2,2252,263-38-2%$48.0K$41.3K-$6.7K2026-11-04
Signaturefd, LLC
DECREASED2,0862,641-555-21%$56.0K$38.7K-$17.3K2026-10-23
Allworth Financial LP
INCREASED2,0402,008+32+2%$42.6K$43.3K+$6792026-11-06
Country Trust Bank
UNCHANGED1,9501,95000%$41.4K$36.2K-$5.2K2026-10-30
Trust Co of Vermont
INCREASED1,8721,855+17+1%$39.3K$34.7K-$4.6K2026-10-21
Owl Creek Wealth Partners LLC
INCREASED1,8291,349+480+36%$28.6K$33.9K+$5.3K2026-10-20
SJS Investment Consulting Inc.
INCREASED1,804603+1,201+199%$12.8K$33.4K+$20.7K2026-10-26
GoalVest Advisory LLC
INCREASED1,7071,324+383+29%$28.1K$31.6K+$3.6K2026-10-02
Bangor Savings Bank
DECREASED1,6871,810-123-7%$38.4K$31.3K-$7.1K2026-10-06
Elevation Wealth Partners, LLC
INCREASED1,683405+1,278+316%$8.6K$31.2K+$22.6K2026-10-07
Salomon & Ludwin, LLC
DECREASED1,5601,983-423-21%$41.1K$28.9K-$12.1K2026-10-29
Bank of New Hampshire
UNCHANGED1,4201,42000%$30.1K$26.3K-$3.8K2026-10-06
Pinnacle Wealth Planning Services, Inc.
DECREASED1,3942,186-792-36%$46.4K$25.8K-$20.5K2026-10-27
Assetmark, Inc
INCREASED1,2621,207+55+5%$25.6K$23.4K-$2.2K2026-10-21
Elyxium Wealth, LLC
NEW1,204—+1,204——$22.3K—2026-10-27
Adirondack Trust Co
UNCHANGED1,2001,20000%$25.4K$22.2K-$3.2K2026-10-14
Bayban
UNCHANGED1,1621,16200%$24.6K$24.6K$02026-11-05
Pension & Wealth Management Advisors, Inc.
NEW1,132—+1,132——$21.0K—2026-10-16
Toth Financial Advisory Corp
UNCHANGED1,1251,12500%$23.9K$20.9K-$3.0K2026-10-08
IFS Advisors, LLC
NEW1,071—+1,071——$19.9K—2026-10-14
Caldwell Trust Co
UNCHANGED1,0401,04000%$22.1K$19.3K-$2.8K2026-10-30
First Bancorp, Inc
UNCHANGED1,0001,00000%$21.2K$18.5K-$2.7K2026-10-26
City State Bank
UNCHANGED85085000%$18.0K$15.8K-$2.3K2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED80980900%$17.2K$15.0K-$2.2K2026-10-21
Bayforest Capital Ltd
DECREASED7696,606-5,837-88%$140.1K$14.3K-$125.9K2026-11-03
Costello Asset Management, Inc
INCREASED745742+3+0%$15.7K$13.8K-$1.9K2026-10-30
Dakota Community Bank & Trust NA
UNCHANGED74174100%$15.7K$13.7K-$2.0K2026-10-09
Root Financial Partners, LLC
NEW707—+707——$13.1K—2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED60060000%$12.7K$11.1K-$1.6K2026-10-07
Covestor Ltd
INCREASED562259+303+117%$6$10+$42026-10-30
Bare Financial Services, Inc
DECREASED488832-344-41%$17.6K$9.0K-$8.6K2026-11-04
Fortitude Family Office, LLC
INCREASED456336+120+36%$7.1K$8.5K+$1.3K2026-10-14
Bullock Wealth Management Group
INCREASED445443+2+0%$9.2K$8.2K-$9582026-10-09
FNY Investment Advisers, LLC
UNCHANGED40040000%$8$7-$12026-10-16
Rossby Financial, LCC
DECREASED393395-2-1%$8.4K$7.3K-$1.1K2026-11-05
JFS Wealth Advisors, LLC
DECREASED392396-4-1%$8.4K$7.3K-$1.1K2026-11-03
Wolff Wiese Magana LLC
NEW300—+300——$5.6K—2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED29629600%$6.3K$5.5K-$7902026-10-23
Archer Investment Corp
UNCHANGED27027000%$5.7K$5.0K-$7212026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED20820800%$4.4K$3.9K-$5562026-11-05
Farmers & Merchants Investments Inc
INCREASED17487+87+100%$1.8K$3.2K+$1.4K2026-10-22
Manchester Capital Management LLC
UNCHANGED16416400%$3.5K$3.0K-$4382026-10-22
Creative Capital Management Investments LLC
INCREASED14568+77+113%$1.4K$2.7K+$1.2K2026-10-28
Clearstead Advisors, LLC
INCREASED128105+23+22%$2.2K$2.4K+$1462026-11-06
Acumen Wealth Advisors, LLC
NEW122—+122——$2.3K—2026-11-05
True Wealth Design, LLC
INCREASED121100+21+21%$2.1K$2.2K+$1232026-10-13
Private Wealth Management Group, LLC
UNCHANGED11911900%$2.5K$2.2K-$3172026-10-19
Private Trust Co NA
UNCHANGED10010000%$2.1K$1.9K-$2672026-10-20
Bell Investment Advisors, Inc
UNCHANGED10010000%$2.1K$1.9K-$2672026-10-29
SBI Securities Co., Ltd.
DECREASED95108-13-12%$2.3K$1.8K-$5302026-10-22
Silver Grove Financial Group, Inc.
INCREASED9468+26+38%$1.4K$1.7K+$3012026-11-05
Smallwood Wealth Investment Management, LLC
NEW90—+90——$1.7K—2026-10-30
Proathlete Wealth Management LLC
NEW89—+89——$1.7K—2026-10-15
Mather Group, Llc.
UNCHANGED838300%$1.8K$1.5K-$2232026-10-14
MassMutual Private Wealth & Trust, FSB
UNCHANGED797900%$1.7K$1.5K-$2112026-10-05
Valley National Advisers Inc
NEW73—+73——$1.4K—2026-10-23
Provenance Wealth Advisors, LLC
NEW64—+64——$1.2K—2026-10-30
DecisionPoint Financial, LLC
INCREASED5655+1+2%$1.1K$1.0K-$1052026-10-27
Bay Harbor Wealth Management, LLC
INCREASED4740+7+18%$854$879+$252026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED454500%$955$835-$1202026-10-16
Capital Advisors, Ltd. LLC
NEW40—+40——$1—2026-10-27
Montgomery Financial Services LLC
UNCHANGED404000%$848$742-$1062026-11-03
Cromwell Holdings LLC
UNCHANGED353500%$747$654-$932026-10-28
Asset Dedication, LLC
UNCHANGED333300%$700$612-$882026-11-03
WPG Advisers, LLC
UNCHANGED323200%$679$593-$862026-10-27
IFP Advisors, Inc
UNCHANGED292900%$615$538-$772026-10-16
Gen-Wealth Partners Inc
DECREASED2499-75-76%$2.1K$445-$1.7K2026-11-04
UMB Private Wealth Management, LLC
NEW22—+22——$408—2026-10-19
Financial Consulate, Inc
NEW20—+20——$371—2026-10-23
Gilpin Wealth Management, LLC
DECREASED1530-15-50%$637$279-$3582026-10-09
First Horizon Corp
UNCHANGED151500%$318$278-$402026-10-26
GHP Investment Advisors, Inc.
UNCHANGED151500%$319$279-$402026-10-15
Abound Wealth Management
UNCHANGED7700%$149$130-$192026-10-26
Monetary Solutions, Ltd
NEW3—+3——$56—2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED2200%$43$38-$52026-10-15
Signature Resources Capital Management, LLC
NEW1—+1——$19—2026-10-16
Oak Thistle LLC
CLOSED0190,399-190,399-100%$4.0M$0-$4.0M2026-10-21
Friedenthal Financial
CLOSED051,385-51,385-100%$1.1M$0-$1.1M2026-10-27
Clear Creek Financial Management, LLC
CLOSED027,485-27,485-100%$583.0K$0-$583.0K2026-10-28
Robeco Institutional Asset Management B.V.
CLOSED024,490-24,490-100%$519.4K$0-$519.4K2026-10-20
Dmkc Advisory Services, LLC
CLOSED015,048-15,048-100%$319.2K$0-$319.2K2026-11-04
111 Capital
CLOSED013,811-13,811-100%$292.9K$0-$292.9K2026-11-03
HB Wealth Management, LLC
CLOSED011,976-11,976-100%$254.0K$0-$254.0K2026-10-23
Park Avenue Securities LLC
CLOSED010,373-10,373-100%$220.0K$0-$220.0K2026-10-26
Evergreen Capital Management LLC
CLOSED09,862-9,862-100%$210.3K$0-$210.3K2026-10-23
MSH Capital Advisors LLC
CLOSED09,840-9,840-100%$208.7K$0-$208.7K2026-11-03
Koshinski Asset Management, Inc.
CLOSED09,640-9,640-100%$204.5K$0-$204.5K2026-10-29
AdvisorNet Financial, Inc
CLOSED07,383-7,383-100%$156.6K$0-$156.6K2026-10-15
Trust Co of Toledo NA
CLOSED01,049-1,049-100%$22.2K$0-$22.2K2026-10-16
Retirement Wealth Solutions LLC
CLOSED0935-935-100%$19.8K$0-$19.8K2026-10-07
MCF Advisors LLC
CLOSED0789-789-100%$16.8K$0-$16.8K2026-10-28
Stone House Investment Management, LLC
CLOSED0292-292-100%$6.2K$0-$6.2K2026-10-23
Essential Partners LLC
CLOSED0287-287-100%$6.1K$0-$6.1K2026-10-14
High Note Wealth, LLC
CLOSED0186-186-100%$3.9K$0-$3.9K2026-10-27
First Command Advisory Services, Inc.
CLOSED091-91-100%$1.9K$0-$1.9K2026-11-05
Bradley & Co. Private Wealth Management, LLC
CLOSED075-75-100%$1.6K$0-$1.6K2026-10-23
International Assets Investment Management, LLC
CLOSED067-67-100%$1.4K$0-$1.4K2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED033-33-100%$700$0-$7002026-11-04
Navigoe, LLC
CLOSED016-16-100%$0$0$02026-11-04
Davis Capital Management
CLOSED011-11-100%$233$0-$2332026-10-08
Evolution Advisers, Inc.
CLOSED010-10-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—27,351,603-27,351,603-100%$580.1M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—13,056,724-13,056,724-100%$276.9M———
Vanguard Portfolio Management LLC
N/A—12,692,333-12,692,333-100%$269.2M———
Earnest Partners LLC
N/A—9,726,856-9,726,856-100%$206.3M———
Vanguard Capital Management LLC
N/A—9,416,562-9,416,562-100%$199.7M———
State Street Corp
N/A—7,376,161-7,376,161-100%$157.4M———
Bank of America Corp
N/A—6,089,546-6,089,546-100%$129.2M———
SEI Investments Co
N/A—5,228,758-5,228,758-100%$110.9M———
Morgan Stanley
N/A—4,086,803-4,086,803-100%$86.7M———
Geode Capital Management, LLC
N/A—3,553,438-3,553,438-100%$75.4M———
River Road Asset Management, LLC
N/A—3,403,955-3,403,955-100%$72.2M———
Westwood Holdings Group Inc
N/A—3,221,909-3,221,909-100%$68.3M———
Hite Hedge Asset Management LLC
N/A—3,137,305-3,137,305-100%$66.5M———
Norges Bank
N/A—2,633,250-2,633,250-100%$55.9M———
T. Rowe Price Investment Management, Inc.
N/A—2,592,793-2,592,793-100%$55.0M———
Charles Schwab Investment Management Inc
N/A—2,236,356-2,236,356-100%$47.4M———
Invesco Ltd.
N/A—2,047,618-2,047,618-100%$43.4M———
Frontier Capital Management Co LLC
N/A—1,987,666-1,987,666-100%$42.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,954,573-1,954,573-100%$41.5M———
Citadel Advisors LLC
N/A—1,909,701-1,909,701-100%$40.5M———
Northern Trust Corp
N/A—1,564,006-1,564,006-100%$33.2M———
Natixis Advisors, LLC
N/A—1,548,165-1,548,165-100%$32.8M———
First Trust Advisors LP
N/A—1,493,599-1,493,599-100%$31.7M———
Jones Financial Companies Lllp
N/A—1,490,186-1,490,186-100%$32.6M———
Bragg Financial Advisors, Inc
N/A—1,451,057-1,451,057-100%$30.8M———
New York State Common Retirement Fund
N/A—1,404,875-1,404,875-100%$29.8M———
Vanguard Fiduciary Trust Co
N/A—1,328,342-1,328,342-100%$28.2M———
Goldman Sachs Group Inc
N/A—1,176,903-1,176,903-100%$25.0M———
Legal & General Group Plc
N/A—1,102,193-1,102,193-100%$23.4M———
Neuberger Berman Group LLC
N/A—1,076,135-1,076,135-100%$22.8M———
Managed Asset Portfolios, LLC
N/A—1,040,108-1,040,108-100%$22.1M———
UBS Group AG
N/A—1,006,027-1,006,027-100%$21.3M———
Renaissance Technologies LLC
N/A—957,150-957,150-100%$20.3M———
Quantinno Capital Management LP
N/A—914,521-914,521-100%$19.4M———
Two Sigma Investments, LP
N/A—898,508-898,508-100%$19.1M———
Beck Bode, LLC
N/A—868,285-868,285-100%$18.4M———
Massachusetts Financial Services Co
N/A—811,297-811,297-100%$17.2M———
Wells Fargo & Company
N/A—808,790-808,790-100%$17.2M———
Gotham Asset Management, LLC
N/A—726,661-726,661-100%$15.4M———
Victory Capital Management Inc
N/A—718,511-718,511-100%$15.2M———
Public Sector Pension Investment Board
N/A—718,062-718,062-100%$15.2M———
HRT Financial LP
N/A—679,661-679,661-100%$14.4M———
Needham Investment Management LLC
N/A—665,000-665,000-100%$14.1M———
Millennium Management LLC
N/A—624,798-624,798-100%$13.3M———
Franklin Resources Inc
N/A—615,554-615,554-100%$13.1M———
Loomis Sayles & Co L P
N/A—610,700-610,700-100%$13.0M———
Envestnet Asset Management Inc
N/A—542,449-542,449-100%$11.5M———
UBS Asset Management Americas LLC
N/A—467,864-467,864-100%$9.9M———
D. E. Shaw & Co., Inc.
N/A—450,754-450,754-100%$9.6M———
American Century Companies Inc
N/A—448,270-448,270-100%$9.5M———
Raymond James Financial Inc
N/A—443,895-443,895-100%$9.4M———
California Public Employees Retirement System
N/A—439,040-439,040-100%$9.3M———
JPMorgan Chase & Co
N/A—429,672-429,672-100%$9.4M———
Nomura Asset Management International Inc.
N/A—416,554-416,554-100%$8.8M———
Deutsche Bank Ag\
N/A—402,983-402,983-100%$8.5M———
Rhumbline Advisers
N/A—399,964-399,964-100%$8.5M———
Swiss National Bank
N/A—390,190-390,190-100%$8.3M———
Ameriprise Financial Inc
N/A—380,367-380,367-100%$8.1M———
Gabelli Funds LLC
N/A—348,258-348,258-100%$7.4M———
Hudson Value Partners, LLC
N/A—348,073-348,073-100%$7.4M———
Advisors Asset Management, Inc.
N/A—345,476-345,476-100%$7.3M———
Nuveen, LLC
N/A—325,547-325,547-100%$6.9M———
Phocas Financial Corp.
N/A—322,253-322,253-100%$6.8M———
Covalis Capital LLP
N/A—320,176-320,176-100%$6.8M———
State Board of Administration of Florida Retirement System
N/A—309,092-309,092-100%$6.6M———
Verition Fund Management LLC
N/A—300,000-300,000-100%$6.4M———
Man Group plc
N/A—297,903-297,903-100%$6.3M———
Public Employees Retirement Association of Colorado
N/A—286,399-286,399-100%$6.1M———
Bessemer Group Inc
N/A—285,436-285,436-100%$6.0M———
Captrust Financial Advisors
N/A—279,197-279,197-100%$5.9M———
AQR Capital Management LLC
N/A—235,208-235,208-100%$5.0M———
Magellan Asset Management Ltd
N/A—231,541-231,541-100%$4.9M———
Capital Fund Management S.A.
N/A—227,000-227,000-100%$4.8M———
California State Teachers Retirement System
N/A—224,054-224,054-100%$4.8M———
Balyasny Asset Management L.P.
N/A—224,010-224,010-100%$4.8M———
LPL Financial LLC
N/A—217,032-217,032-100%$4.6M———
Price T Rowe Associates Inc
N/A—205,889-205,889-100%$4.4M———
Public Employees Retirement System of Ohio
N/A—199,679-199,679-100%$4.2M———
Squarepoint Ops LLC
N/A—197,571-197,571-100%$4.2M———
Prudential Financial Inc
N/A—190,069-190,069-100%$4.0M———
Vennlight Capital Management, LP
N/A—184,163-184,163-100%$3.9M———
Lighthouse Investment Partners, LLC
N/A—180,730-180,730-100%$3.8M———
Gamco Investors, Inc. ET AL
N/A—180,346-180,346-100%$3.8M———
Canada Life Assurance Co
N/A—167,237-167,237-100%$3.5M———
M&T Bank Corp
N/A—166,723-166,723-100%$3.5M———
Vanguard Asset Management, Ltd
N/A—163,203-163,203-100%$3.5M———
Stifel Financial Corp
N/A—161,190-161,190-100%$3.4M———
Ilex Capital Partners (UK) LLP
N/A—160,583-160,583-100%$3.4M———
Jump Financial, LLC
N/A—157,421-157,421-100%$3.3M———
Vanguard Investments Australia, Ltd.
N/A—156,848-156,848-100%$3.3M———
Polymer Capital Management (US) LLC
N/A—149,061-149,061-100%$3.2M———
Campbell & Co Investment Adviser LLC
N/A—146,907-146,907-100%$3.1M———
Bleakley Financial Group, LLC
N/A—146,058-146,058-100%$3.1M———
GW&K Investment Management, LLC
N/A—140,118-140,118-100%$3.0M———
Brevan Howard Capital Management LP
N/A—133,234-133,234-100%$2.8M———
Macquarie Group LTD
N/A—131,754-131,754-100%$2.8M———
Intech Investment Management LLC
N/A—131,575-131,575-100%$2.8M———
Baird Financial Group, Inc.
N/A—129,323-129,323-100%$2.7M———
Dark Forest Capital Management LP
N/A—126,557-126,557-100%$2.7M———
First Manhattan Co. Llc.
N/A—121,658-121,658-100%$2.6M———
Voya Investment Management LLC
N/A—113,411-113,411-100%$2.4M———
Treasurer of the State of North Carolina
N/A—113,369-113,369-100%$2.4M———
Cetera Investment Advisers
N/A—107,106-107,106-100%$2.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—107,075-107,075-100%$2.3M———
Financial Engines Advisors L.L.C.
N/A—105,703-105,703-100%$2.2M———
ExodusPoint Capital Management, LP
N/A—99,629-99,629-100%$2.1M———
XTX Topco Ltd
N/A—98,520-98,520-100%$2.1M———
Wellington Management Group LLP
N/A—94,397-94,397-100%$2.0M———
Police & Firemen's Retirement System of New Jersey
N/A—92,763-92,763-100%$2.0M———
Van Eck Associates Corp
N/A—87,018-87,018-100%$1.8M———
ING Groep NV
N/A—86,000-86,000-100%$1.8M———
Osaic Holdings, Inc.
N/A—82,021-82,021-100%$1.7M———
NewEdge Advisors, LLC
N/A—81,638-81,638-100%$1.7M———
Jupiter Topco LLC
N/A—81,428-81,428-100%$1.7M———
Bridgewater Associates, LP
N/A—80,657-80,657-100%$1.7M———
Alliancebernstein L.P.
N/A—78,303-78,303-100%$1.6M———
Vanguard Global Advisers, LLC
N/A—78,136-78,136-100%$1.7M———
Royal Bank of Canada
N/A—76,630-76,630-100%$1.6M———
Cerity Partners LLC
N/A—75,291-75,291-100%$1.6M———
Private Advisor Group, LLC
N/A—74,365-74,365-100%$1.6M———
HighTower Advisors, LLC
N/A—72,723-72,723-100%$1.5M———
Summit Trail Advisors, LLC
N/A—71,801-71,801-100%$1.5M———
Dakota Wealth Management
N/A—68,159-68,159-100%$1.5M———
Arrowstreet Capital, Limited Partnership
N/A—65,602-65,602-100%$1.4M———
GSA Capital Partners LLP
N/A—63,208-63,208-100%$1.3M———
FOX RUN Management, L.L.C.
N/A—62,761-62,761-100%$1.3M———
Trexquant Investment LP
N/A—62,205-62,205-100%$1.3M———
Magnetar Financial LLC
N/A—58,854-58,854-100%$1.2M———
Manufacturers Life Insurance Company, the
N/A—58,341-58,341-100%$1.2M———
State of Tennessee, Department of Treasury
N/A—57,854-57,854-100%$1.2M———
Moors & Cabot, Inc.
N/A—54,807-54,807-100%$1.2M———
Boothbay Fund Management, LLC
N/A—53,918-53,918-100%$1.1M———
State of Wisconsin Investment Board
N/A—53,054-53,054-100%$1.1M———
FMR LLC
N/A—52,604-52,604-100%$1.1M———
HSBC Holdings PLC
N/A—52,461-52,461-100%$1.1M———
Guggenheim Capital LLC
N/A—51,892-51,892-100%$1.1M———
Teachers Retirement System of the State of Kentucky
N/A—51,208-51,208-100%$1.1M———
Aster Capital Management (Difc) Ltd
N/A—50,840-50,840-100%$1.1M———
&partners
N/A—45,830-45,830-100%$972.5K———
Bank of Montreal
N/A—43,998-43,998-100%$933.2K———
Sanctuary Advisors, LLC
N/A—43,102-43,102-100%$914.2K———
Dynamic Technology Lab Private Ltd
N/A—43,008-43,008-100%$912.0K———
iSAM Funds (UK) Ltd
N/A—42,900-42,900-100%$909.9K———
Cladis Investment Advisory, LLC
N/A—36,730-36,730-100%$779.1K———
Brown Brothers Harriman & Co
N/A—36,398-36,398-100%$772.0K———
Westport Asset Management Inc
N/A—35,000-35,000-100%$742.4K———
Odyssean, LLC
N/A—34,614-34,614-100%$734.2K———
SG Americas Securities, LLC
N/A—33,904-33,904-100%$719.0K———
Entropy Technologies, LP
N/A—32,147-32,147-100%$681.8K———
Graham Capital Management, L.P.
N/A—31,856-31,856-100%$675.7K———
First National Bank of Omaha
N/A—31,600-31,600-100%$677.8K———
Mercer Global Advisors Inc
N/A—31,048-31,048-100%$658.5K———
Advisory Services Network, LLC
N/A—31,034-31,034-100%$658.2K———
Regal Investment Advisors LLC
N/A—30,412-30,412-100%$645.0K———
Winton Group Ltd
N/A—29,430-29,430-100%$624.2K———
Focus Partners Advisor Solutions, LLC
N/A—28,987-28,987-100%$614.8K———
Arkadios Wealth Advisors
N/A—28,083-28,083-100%$595.6K———
Sequoia Financial Advisors, LLC
N/A—27,156-27,156-100%$576.0K———
Sagewood Asset Management LP
N/A—26,102-26,102-100%$553.6K———
CSM Advisors, LLC
N/A—25,275-25,275-100%$536.0K———
Centiva Capital, LP
N/A—23,173-23,173-100%$491.5K———
Ingalls & Snyder LLC
N/A—22,160-22,160-100%$470.0K———
Vanguard Personalized Indexing Management, LLC
N/A—21,947-21,947-100%$465.5K———
Pathstone Holdings, LLC
N/A—21,879-21,879-100%$465.1K———
OneAscent Financial Services LLC
N/A—18,206-18,206-100%$386.1K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—17,842-17,842-100%$378.4K———
Huntington National Bank
N/A—16,202-16,202-100%$343.6K———
Glenmede Trust Co NA
N/A—15,665-15,665-100%$332.3K———
Coldstream Capital Management Inc
N/A—15,165-15,165-100%$321.6K———
Janney Montgomery Scott LLC
N/A—14,723-14,723-100%$312.0K———
BFC Planning, Inc.
N/A—14,712-14,712-100%$312.0K———
Ausdal Financial Partners, Inc.
N/A—14,312-14,312-100%$303.6K———
BNP Paribas Financial Markets
N/A—13,511-13,511-100%$286.6K———
MQS Management LLC
N/A—13,266-13,266-100%$281.4K———
Smith, Moore & Co.
N/A—12,855-12,855-100%$272.7K———
Xcelsior Advisor Partners LLC
N/A—12,638-12,638-100%$268.1K———
Ensign Peak Advisors, Inc
N/A—11,982-11,982-100%$254.1K———
Mirabella Financial Services LLP
N/A—11,967-11,967-100%$253.8K———
Tidal Investments LLC
N/A—11,884-11,884-100%$252.1K———
Steward Partners Investment Advisory, LLC
N/A—11,680-11,680-100%$247.7K———
Bluespring Wealth Management, LLC
N/A—11,599-11,599-100%$246.0K———
Fieldview Capital Management, LLC
N/A—11,557-11,557-100%$245.1K———
Storgate, LLC
N/A—11,395-11,395-100%$241.7K———
Calton & Associates, Inc.
N/A—11,259-11,259-100%$238.8K———
Syon Capital LLC
N/A—11,118-11,118-100%$235.8K———
Utah Retirement Systems
N/A—11,100-11,100-100%$235.4K———
O'shaughnessy Asset Management, LLC
N/A—11,065-11,065-100%$234.7K———
Allstate Corp
N/A—10,953-10,953-100%$232.3K———
DnB Asset Management AS
N/A—10,671-10,671-100%$226.3K———
Independent Advisor Alliance
N/A—10,375-10,375-100%$220.1K———
Frec Markets, Inc.
N/A—10,345-10,345-100%$219.4K———
Elgethun Capital Management
N/A—10,016-10,016-100%$212.4K———
Caitlin John, LLC
N/A—9,997-9,997-100%$212.0K———
Marex Group Ltd
N/A—9,617-9,617-100%$204.0K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—9,415-9,415-100%$200.5K———
Ancora Advisors LLCA
N/A—9,111-9,111-100%$193.2K———
Bravera Wealth
N/A—8,763-8,763-100%$185.9K———
Quarry LP
N/A—6,787-6,787-100%$144.0K———
Rockefeller Capital Management L.P.
N/A—6,557-6,557-100%$139.1K———
Bartlett & Co. Wealth Management LLC
N/A—5,515-5,515-100%$117.1K———
Arax Advisory Partners
N/A—5,350-5,350-100%$113.5K———
Hantz Financial Services, Inc.
N/A—4,852-4,852-100%$103.0K———
Hills Bank & Trust Co
N/A—4,817-4,817-100%$102.2K———
Northwestern Mutual Wealth Management Co
N/A—3,810-3,810-100%$80.8K———
BNP Paribas Asset Management Holding S.A.
N/A—3,722-3,722-100%$78.9K———
HM Payson & Co
N/A—3,700-3,700-100%$78.5K———
MetLife Investment Management, LLC
N/A—3,333-3,333-100%$70.7K———
Johnson Financial Group, Inc.
N/A—3,037-3,037-100%$64.8K———
Strategic Wealth Partners, Ltd.
N/A—2,806-2,806-100%$59.5K———
Anchor Investment Management, LLC
N/A—2,600-2,600-100%$55.1K———
Global Retirement Partners, LLC
N/A—2,595-2,595-100%$55.0K———
Quent Capital, LLC
N/A—2,438-2,438-100%$51.7K———
McMillan Office, Inc.
N/A—2,025-2,025-100%$43.0K———
Private Wealth Asset Management, LLC
N/A—1,768-1,768-100%$37.5K———
HighMark Wealth Management LLC
N/A—1,679-1,679-100%$35.6K———
Wellington Grp LLC
N/A—1,538-1,538-100%$31.9K———
Alerus Financial NA
N/A—1,155-1,155-100%$24.5K———
Sittner & Nelson, LLC
N/A—1,141-1,141-100%$24.2K———
Leo H. Evart, Inc.
N/A—1,012-1,012-100%$21.5K———
UMB Bank, n.a.
N/A—975-975-100%$20.7K———
Geneos Wealth Management Inc.
N/A—915-915-100%$19.4K———
LOS Angeles Capital Management LLC
N/A—900-900-100%$19.1K———
Nomura Asset Management Co LTD
N/A—840-840-100%$17.8K———
Crews Bank & Trust
N/A—777-777-100%$16.5K———
Kerr Financial Planning Corp
N/A—768-768-100%$16.3K———
Tower Research Capital LLC (TRC)
N/A—696-696-100%$14.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—440-440-100%$9.3K———
Harbour Investments, Inc.
N/A—402-402-100%$8.5K———
Smartleaf Asset Management LLC
N/A—381-381-100%$8.2K———
Corsicana & Co.
N/A—361-361-100%$7.7K———
CVA Family Office, LLC
N/A—321-321-100%$6.8K———
IMA Advisory Services, Inc.
N/A—300-300-100%$6.4K———
Smithfield Trust Co
N/A—295-295-100%$6———
Keating Financial Advisory Services, Inc.
N/A—279-279-100%$5.9K———
Copia Wealth Management
N/A—260-260-100%$5.5K———
Optiver Holding B.V.
N/A—218-218-100%$4.6K———
Ameritas Investment Partners, Inc.
N/A—198-198-100%$4.2K———
Fiduciary Financial Advisors
N/A—185-185-100%$3.9K———
Lummis Asset Management, LP
N/A—150-150-100%$3.2K———
Rothschild Investment LLC
N/A—115-115-100%$2.4K———
Prestige Wealth Management Group LLC
N/A—103-103-100%$2.2K———
Transamerica Financial Advisors, LLC
N/A—102-102-100%$2.2K———
LRI Investments, LLC
N/A—101-101-100%$2.1K———
MidFirst Bank
N/A—100-100-100%$2.1K———
Park Place Capital Corp
N/A—99-99-100%$2.1K———
Basecamp Wealth Advisors LLC
N/A—84-84-100%$1.8K———
Synergy Investment Management, LLC
N/A—63-63-100%$1.3K———
Raffa Wealth Management, LLC
N/A—39-39-100%$827———
Kayne Anderson Rudnick Investment Management LLC
N/A—30-30-100%$636———
JPL Wealth Management, LLC
N/A—30-30-100%$637———
HFM Investment Advisors, LLC
N/A—29-29-100%$616———
Ankerstar Wealth, LLC
N/A—27-27-100%$576———
Rialto Wealth Management, LLC
N/A—24-24-100%$510———
Dunhill Financial, LLC
N/A—12-12-100%$254———
SouthState Bank Corp
N/A—10-10-100%$213———
SHP Wealth Management
N/A—8-8-100%$170———
Sachetta, LLC
N/A—8-8-100%$152———
Showing 459 of 459 institutions