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Mizuho Financial Group (MFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FMR LLC
INCREASED
Shares30,454,547 from 28,048,752
Change+2,405,795 (+9%)
Value$336.5M (+$67.8M)
Filed 2026-11-10
Artemis Investment Management LLP
INCREASED
Shares7,433,017 from 4,026,316
Change+3,406,701 (+85%)
Value$82.1M (+$43.6M)
Filed 2026-10-08
Creative Planning
INCREASED
Shares2,126,126 from 1,972,993
Change+153,133 (+8%)
Value$23.5M (+$4.6M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares888,722 from 505,673
Change+383,049 (+76%)
Value$9.8M (+$5.0M)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares881,957 from 758,027
Change+123,930 (+16%)
Value$9.7M (+$2.5M)
Filed 2026-11-05
Augustine Asset Management Inc
DECREASED
Shares807,552 from 817,384
Change-9,832 (-1%)
Value$8.9M (+$1.1M)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares806,126 from 770,027
Change+36,099 (+5%)
Value$8.9M (+$1.5M)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares776,427 from 490,190
Change+286,237 (+58%)
Value$8.6M (+$3.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares632,217 from 625,342
Change+6,875 (+1%)
Value$7.0M (+$995.2K)
Filed 2026-11-04
Quadrant Capital Group LLC
INCREASED
Shares610,651 from 606,414
Change+4,237 (+1%)
Value$6.5M (+$663.5K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares595,910 from 668,210
Change-72,300 (-11%)
Value$6.6M (+$183.4K)
Filed 2026-10-21
Gradient Investments LLC
DECREASED
Shares583,103 from 598,687
Change-15,584 (-3%)
Value$6.4M (+$707.9K)
Filed 2026-10-08
Calamos Wealth Management LLC
NEW
Shares574,072
Change+574,072
Value$6.3M
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares558,405 from 492,394
Change+66,011 (+13%)
Value$6.2M (+$1.5M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares532,810 from 439,047
Change+93,763 (+21%)
Value$5.7M (+$1.4M)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares470,426 from 372,957
Change+97,469 (+26%)
Value$5.2M (+$1.6M)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares461,220 from 383,192
Change+78,028 (+20%)
Value$5.1M (+$1.4M)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares450,662 from 442,623
Change+8,039 (+2%)
Value$5.0M (+$739.5K)
Filed 2026-11-04
Altman Advisors, Inc.
DECREASED
Shares376,231 from 376,633
Change-402 (0%)
Value$4.2M (+$549.2K)
Filed 2026-11-05
M&T Bank Corp
DECREASED
Shares376,056 from 376,756
Change-700 (0%)
Value$4.2M (+$545.7K)
Filed 2026-11-10
HighTower Advisors, LLC
INCREASED
Shares375,778 from 360,828
Change+14,950 (+4%)
Value$4.2M (+$695.6K)
Filed 2026-11-10
Nuveen, LLC
INCREASED
Shares369,614 from 241,764
Change+127,850 (+53%)
Value$4.1M (+$1.7M)
Filed 2026-11-10
Fisher Asset Management, LLC
DECREASED
Shares301,924 from 322,485
Change-20,561 (-6%)
Value$3.3M (+$246.9K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares296,849 from 298,688
Change-1,839 (-1%)
Value$3.3M (+$418.8K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares289,259 from 275,744
Change+13,515 (+5%)
Value$3.2M (+$554.7K)
Filed 2026-11-06
Factory Mutual Insurance Co
UNCHANGED
Shares273,441 from 273,441
Change0 (0%)
Value$3.0M (+$402.0K)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares258,713 from 248,031
Change+10,682 (+4%)
Value$2.9M (+$482.6K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares250,382 from 240,425
Change+9,957 (+4%)
Value$2.8M (+$463.5K)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares226,866 from 108,831
Change+118,035 (+108%)
Value$2.2M (+$1.1M)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares221,313 from 213,939
Change+7,374 (+3%)
Value$2.4M (+$396.0K)
Filed 2026-10-13
Capricorn Fund Managers Ltd
NEW
Shares220,000
Change+220,000
Value$2.4M
Filed 2026-11-03
Bank of Montreal
INCREASED
Shares219,642 from 217,870
Change+1,772 (+1%)
Value$2.4M (+$339.8K)
Filed 2026-11-09
Choreo, LLC
INCREASED
Shares219,620 from 214,870
Change+4,750 (+2%)
Value$2.4M (+$368.3K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares204,006 from 214,658
Change-10,652 (-5%)
Value$2.3M (+$197.8K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares192,112 from 176,736
Change+15,376 (+9%)
Value$2.1M (+$315.6K)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares189,113 from 185,221
Change+3,892 (+2%)
Value$2.1M (+$315.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares188,793 from 81,132
Change+107,661 (+133%)
Value$2.0M (+$1.2M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares181,136 from 115,643
Change+65,493 (+57%)
Value$2.0M (+$983.3K)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares179,108 from 131,130
Change+47,978 (+37%)
Value$2.0M (+$722.9K)
Filed 2026-11-05
BayBridge Capital Group, LLC
INCREASED
Shares159,618 from 54,653
Change+104,965 (+192%)
Value$1.8M (+$1.2M)
Filed 2026-10-13
Themes Management Co LLC
INCREASED
Shares141,909 from 102,648
Change+39,261 (+38%)
Value$1.6M (+$584.7K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares134,587 from 124,423
Change+10,164 (+8%)
Value$1.5K (-$1.2M)
Filed 2026-10-26
CIBC Asset Management Inc
INCREASED
Shares132,834 from 125,309
Change+7,525 (+6%)
Value$1.5M (+$267.4K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares128,605 from 119,764
Change+8,841 (+7%)
Value$1.4M (+$273.7K)
Filed 2026-10-15
Hantz Financial Services, Inc.
INCREASED
Shares124,066 from 98,546
Change+25,520 (+26%)
Value$1.4K (-$942.6K)
Filed 2026-11-09
Gamma Investing LLC
INCREASED
Shares106,068 from 96,924
Change+9,144 (+9%)
Value$1.2M (+$243.5K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
NEW
Shares104,546
Change+104,546
Value$1.2M
Filed 2026-10-30
Kathmere Capital Management, LLC
INCREASED
Shares100,194 from 84,014
Change+16,180 (+19%)
Value$1.1M (+$302.3K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares94,974 from 88,492
Change+6,482 (+7%)
Value$1.0M (+$201.7K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
NEW
Shares83,101
Change+83,101
Value$918.2K
Filed 2026-11-05
PDS Planning, Inc
INCREASED
Shares80,385 from 78,912
Change+1,473 (+2%)
Value$888.3K (+$132.3K)
Filed 2026-11-03
Leuthold Group, LLC
INCREASED
Shares80,030 from 79,775
Change+255 (+0%)
Value$884.3K (+$120.1K)
Filed 2026-11-04
West Family Investments, Inc.
INCREASED
Shares77,845 from 71,823
Change+6,022 (+8%)
Value$860.2K (+$172.1K)
Filed 2026-11-09
Blue Trust, Inc.
DECREASED
Shares74,630 from 94,980
Change-20,350 (-21%)
Value$824.7K (-$85.3K)
Filed 2026-10-15
Xponance LLC
INCREASED
Shares74,323 from 67,295
Change+7,028 (+10%)
Value$821.3K (+$176.6K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares72,868 from 69,975
Change+2,893 (+4%)
Value$805.2K (+$134.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares72,392 from 62,712
Change+9,680 (+15%)
Value$799.9K (+$199.4K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares71,044 from 69,361
Change+1,683 (+2%)
Value$785.0K (+$120.6K)
Filed 2026-10-02
Bailard, Inc.
DECREASED
Shares66,755 from 74,103
Change-7,348 (-10%)
Value$737.7K (+$27.7K)
Filed 2026-10-13
Abel Hall, LLC
INCREASED
Shares65,602 from 65,105
Change+497 (+1%)
Value$724.9K (+$101.2K)
Filed 2026-10-19
Harbour Capital Advisors, LLC
UNCHANGED
Shares65,310 from 65,310
Change0 (0%)
Value$721.7K (+$37.2K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares61,954 from 57,333
Change+4,621 (+8%)
Value$684.6K (+$135.3K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
NEW
Shares61,057
Change+61,057
Value$674.7K
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares57,321 from 50,499
Change+6,822 (+14%)
Value$633.4K (+$149.6K)
Filed 2026-10-23
Channing Global Advisors, LLC
DECREASED
Shares55,572 from 56,605
Change-1,033 (-2%)
Value$614.1K (+$71.8K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares52,424 from 51,373
Change+1,051 (+2%)
Value$579.3K (+$87.1K)
Filed 2026-10-16
Greenleaf Trust
DECREASED
Shares51,820 from 68,668
Change-16,848 (-25%)
Value$572.6K (-$85.2K)
Filed 2026-10-29
Kestra Advisory Services, LLC
NEW
Shares51,614
Change+51,614
Value$570.3K
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares51,305 from 51,740
Change-435 (-1%)
Value$566.9K (+$71.3K)
Filed 2026-10-14
LVW Advisors, LLC
INCREASED
Shares50,888 from 39,319
Change+11,569 (+29%)
Value$562.3K (+$185.6K)
Filed 2026-10-19
SYM Financial Corp
DECREASED
Shares50,846 from 51,490
Change-644 (-1%)
Value$561.8K (+$68.6K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares50,387 from 45,339
Change+5,048 (+11%)
Value$556.8K (+$122.4K)
Filed 2026-10-28
Trust Point Inc.
DECREASED
Shares49,524 from 52,359
Change-2,835 (-5%)
Value$547.2K (+$45.6K)
Filed 2026-10-27
Five Oceans Advisors
UNCHANGED
Shares49,492 from 49,492
Change0 (0%)
Value$546.9K (+$72.8K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares48,873 from 50,368
Change-1,495 (-3%)
Value$540.0K (+$57.5K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares48,065 from 42,402
Change+5,663 (+13%)
Value$531.1K (+$124.9K)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares47,791 from 169,666
Change-121,875 (-72%)
Value$528.1K (-$1.1M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares47,572 from 49,102
Change-1,530 (-3%)
Value$526 (-$469.5K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares45,889 from 45,805
Change+84 (+0%)
Value$507.1K (+$68.3K)
Filed 2026-10-20
Ariadne Wealth Management, LP
DECREASED
Shares45,788 from 45,994
Change-206 (0%)
Value$506.0K (+$65.3K)
Filed 2026-11-06
Sage Rhino Capital LLC
DECREASED
Shares45,504 from 47,409
Change-1,905 (-4%)
Value$502.8K (+$48.6K)
Filed 2026-10-28
55 North Private Wealth, LLC
DECREASED
Shares44,425 from 48,719
Change-4,294 (-9%)
Value$490.9K (+$24.2K)
Filed 2026-10-20
Coldstream Capital Management Inc
DECREASED
Shares43,857 from 55,064
Change-11,207 (-20%)
Value$484.6K (-$42.9K)
Filed 2026-11-09
Valeo Financial Advisors, LLC
INCREASED
Shares42,968 from 36,020
Change+6,948 (+19%)
Value$474.8K (+$129.7K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares42,358 from 36,609
Change+5,749 (+16%)
Value$468.1K (+$117.3K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares39,215 from 33,553
Change+5,662 (+17%)
Value$433.3K (+$111.9K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares37,687 from 33,793
Change+3,894 (+12%)
Value$416.4K (+$92.7K)
Filed 2026-10-27
Syverson Strege & Co
DECREASED
Shares37,444 from 37,597
Change-153 (0%)
Value$413.8K (+$53.6K)
Filed 2026-11-02
Anchyra Partners LLC
INCREASED
Shares36,766 from 33,355
Change+3,411 (+10%)
Value$406.3K (+$86.7K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares36,670 from 35,036
Change+1,634 (+5%)
Value$405.2K (+$69.6K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
DECREASED
Shares36,490 from 36,736
Change-246 (-1%)
Value$403.2K (+$51.3K)
Filed 2026-11-06
First Affirmative Financial Network
NEW
Shares35,648
Change+35,648
Value$393.9K
Filed 2026-10-21
Greenspring Advisors, LLC
DECREASED
Shares34,808 from 35,103
Change-295 (-1%)
Value$384.6K (+$48.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares33,239 from 30,079
Change+3,160 (+11%)
Value$367.3K (+$79.1K)
Filed 2026-11-04
Gallacher Capital Management LLC
DECREASED
Shares31,519 from 49,756
Change-18,237 (-37%)
Value$348.3K (-$128.4K)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares31,436 from 29,887
Change+1,549 (+5%)
Value$347.4K (+$61.1K)
Filed 2026-10-30
Riversedge Advisors, LLC
INCREASED
Shares30,810 from 26,146
Change+4,664 (+18%)
Value$340.5K (+$90.0K)
Filed 2026-10-09
Thrivent Financial for Lutherans
INCREASED
Shares30,695 from 24,305
Change+6,390 (+26%)
Value$334 (-$232.7K)
Filed 2026-11-05
Cromwell Holdings LLC
UNCHANGED
Shares30,429 from 30,429
Change0 (0%)
Value$336.2K (+$44.7K)
Filed 2026-10-28
71 West Capital Partners
INCREASED
Shares30,199 from 29,894
Change+305 (+1%)
Value$333.7K (+$47.3K)
Filed 2026-11-04
Collaborative Fund Advisors, LLC
NEW
Shares30,137
Change+30,137
Value$333.0K
Filed 2026-11-02
Crestwood Advisors Group, LLC
INCREASED
Shares29,222 from 28,351
Change+871 (+3%)
Value$322.9K (+$51.3K)
Filed 2026-10-27
SmartHarvest Portfolios, LLC
DECREASED
Shares28,833 from 30,248
Change-1,415 (-5%)
Value$318.6K (+$28.8K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares26,544 from 9,554
Change+16,990 (+178%)
Value$293.3K (+$201.8K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares25,826 from 23,899
Change+1,927 (+8%)
Value$285.4K (+$56.4K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares24,798 from 18,841
Change+5,957 (+32%)
Value$274.0K (+$93.5K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares24,394 from 23,865
Change+529 (+2%)
Value$260.3K (+$10.2K)
Filed 2026-10-09
Abacus Wealth Partners, LLC
INCREASED
Shares23,968 from 22,768
Change+1,200 (+5%)
Value$264.8K (+$46.7K)
Filed 2026-11-03
Carter Financial Group, Inc.
INCREASED
Shares22,817 from 12,691
Change+10,126 (+80%)
Value$252.1K (+$130.5K)
Filed 2026-10-21
Angeles Wealth Management, LLC
INCREASED
Shares22,407 from 22,401
Change+6 (+0%)
Value$247.6K (+$33.0K)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares22,168 from 22,971
Change-803 (-3%)
Value$245.0K (+$24.9K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED
Shares22,007 from 50,977
Change-28,970 (-57%)
Value$243.2K (-$245.2K)
Filed 2026-10-21
Yousif Capital Management, LLC
DECREASED
Shares21,191 from 22,422
Change-1,231 (-5%)
Value$234.2K (+$19.4K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares21,066 from 21,525
Change-459 (-2%)
Value$232.8K (+$26.6K)
Filed 2026-10-28
Fiduciary Financial Group, LLC
INCREASED
Shares20,962 from 15,735
Change+5,227 (+33%)
Value$231.6K (+$80.9K)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares19,838 from 1,619
Change+18,219 (+1125%)
Value$219.2K (+$203.7K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
DECREASED
Shares19,621 from 19,660
Change-39 (0%)
Value$216.8K (+$28.5K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares19,390 from 17,327
Change+2,063 (+12%)
Value$214.3K (+$48.3K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares19,323 from 15,247
Change+4,076 (+27%)
Value$185.1K (+$39.0K)
Filed 2026-11-06
Hilltop National Bank
UNCHANGED
Shares18,726 from 18,726
Change0 (0%)
Value$206.9K (+$27.5K)
Filed 2026-10-14
Canopy Partners, LLC
UNCHANGED
Shares18,290 from 18,290
Change0 (0%)
Value$202.1K (+$26.9K)
Filed 2026-10-28
Barry Investment Advisors, LLC
UNCHANGED
Shares17,880 from 17,880
Change0 (0%)
Value$197.6K (+$26.3K)
Filed 2026-10-14
XXI Wealth, LLC
INCREASED
Shares17,482 from 15,358
Change+2,124 (+14%)
Value$193.2K (+$46.0K)
Filed 2026-10-22
Traveka Wealth, LLC
INCREASED
Shares17,204 from 14,797
Change+2,407 (+16%)
Value$190.1K (+$48.3K)
Filed 2026-10-19
Frank, Rimerman Advisors LLC
INCREASED
Shares16,885 from 15,525
Change+1,360 (+9%)
Value$186.6K (+$37.8K)
Filed 2026-10-16
Diversify Wealth Management, LLC
INCREASED
Shares16,862 from 14,366
Change+2,496 (+17%)
Value$172.3K (+$20.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares16,862 from 14,366
Change+2,496 (+17%)
Value$172.3K (+$20.5K)
Filed 2026-10-20
Klingman & Associates, LLC
INCREASED
Shares16,730 from 15,229
Change+1,501 (+10%)
Value$184.9K (+$39.0K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares16,523 from 12,392
Change+4,131 (+33%)
Value$182.6K (+$63.9K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
NEW
Shares16,330
Change+16,330
Value$180.4K
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares16,012
Change+16,012
Value$176.9K
Filed 2026-10-13
Moody National Bank Trust Division
INCREASED
Shares15,944 from 13,020
Change+2,924 (+22%)
Value$176.2K (+$51.4K)
Filed 2026-10-06
Clearstead Advisors, LLC
INCREASED
Shares15,554 from 15,256
Change+298 (+2%)
Value$171.9K (+$25.7K)
Filed 2026-11-06
Vanguard Capital Wealth Advisors
DECREASED
Shares15,512 from 25,243
Change-9,731 (-39%)
Value$171.4K (-$70.4K)
Filed 2026-10-16
Seven Mile Advisory
DECREASED
Shares14,867 from 15,738
Change-871 (-6%)
Value$164.3K (+$13.5K)
Filed 2026-10-22
Western Financial Corp
DECREASED
Shares14,662 from 16,217
Change-1,555 (-10%)
Value$162.0K (+$6.7K)
Filed 2026-10-14
Avior Wealth Management, LLC
INCREASED
Shares14,523 from 12,491
Change+2,032 (+16%)
Value$160.5K (+$40.8K)
Filed 2026-10-13
V-Square Quantitative Management LLC
DECREASED
Shares14,355 from 14,953
Change-598 (-4%)
Value$158.6K (+$15.4K)
Filed 2026-10-15
Interchange Capital Partners, LLC
INCREASED
Shares14,354 from 14,257
Change+97 (+1%)
Value$159.1K (+$22.5K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares14,335 from 14,347
Change-12 (0%)
Value$158.4K (+$21.0K)
Filed 2026-10-28
Aspiriant, LLC
DECREASED
Shares14,203 from 14,362
Change-159 (-1%)
Value$156.9K (+$19.4K)
Filed 2026-10-16
Indivisible Partners
NEW
Shares14,199
Change+14,199
Value$156.9K
Filed 2026-10-26
Paladin Wealth, LLC
INCREASED
Shares14,199 from 14,030
Change+169 (+1%)
Value$156.9K (+$22.5K)
Filed 2026-10-23
Sapient Capital LLC
UNCHANGED
Shares14,175 from 14,175
Change0 (0%)
Value$156.6K (+$20.8K)
Filed 2026-10-08
Calamos Advisors LLC
NEW
Shares14,134
Change+14,134
Value$156.2K
Filed 2026-11-02
XML Financial, LLC
UNCHANGED
Shares14,100 from 14,100
Change0 (0%)
Value$155.8K (+$20.7K)
Filed 2026-10-29
Nilsine Partners, LLC
NEW
Shares14,099
Change+14,099
Value$155.8K
Filed 2026-11-02
UMB Bank, n.a.
INCREASED
Shares14,015 from 10,565
Change+3,450 (+33%)
Value$154.9K (+$53.7K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares13,912 from 12,971
Change+941 (+7%)
Value$153.7K (+$29.5K)
Filed 2026-10-23
May Hill Capital, LLC
INCREASED
Shares13,703 from 11,653
Change+2,050 (+18%)
Value$151.4K (+$39.8K)
Filed 2026-11-03
August Group Capital Ltd
INCREASED
Shares13,667 from 13,355
Change+312 (+2%)
Value$151.0K (+$23.1K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares13,664 from 12,554
Change+1,110 (+9%)
Value$151.0K (+$30.7K)
Filed 2026-11-04
LifeGoal Investments, LLC
INCREASED
Shares13,544 from 11,159
Change+2,385 (+21%)
Value$149.7K (+$42.8K)
Filed 2026-10-09
NewSquare Capital LLC
INCREASED
Shares13,436 from 12,070
Change+1,366 (+11%)
Value$148.5K (+$32.8K)
Filed 2026-11-06
Baron Wealth Management LLC
INCREASED
Shares13,301 from 11,056
Change+2,245 (+20%)
Value$147.0K (+$41.1K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED
Shares12,876 from 12,084
Change+792 (+7%)
Value$142.3K (+$26.5K)
Filed 2026-10-19
Prospect Financial Group LLC
DECREASED
Shares12,872 from 14,871
Change-1,999 (-13%)
Value$142.2K (-$228)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares12,766 from 13,438
Change-672 (-5%)
Value$141.1K (+$12.3K)
Filed 2026-10-22
Optas, LLC
NEW
Shares12,751
Change+12,751
Value$140.9K
Filed 2026-11-09
TD Private Client Wealth LLC
INCREASED
Shares12,687 from 4,439
Change+8,248 (+186%)
Value$140.2K (+$97.7K)
Filed 2026-10-28
Soltis Investment Advisors LLC
NEW
Shares12,519
Change+12,519
Value$138.3K
Filed 2026-10-28
Earned Wealth Advisors, LLC
NEW
Shares12,469
Change+12,469
Value$137.8K
Filed 2026-11-06
RBA Wealth Management, LLC
NEW
Shares12,300
Change+12,300
Value$135.9K
Filed 2026-10-28
Enterprise Financial Services Corp
INCREASED
Shares12,155 from 11,855
Change+300 (+3%)
Value$134.3K (+$20.7K)
Filed 2026-11-03
Visionary Horizons, LLC
DECREASED
Shares11,985 from 12,785
Change-800 (-6%)
Value$132.4K (+$10.0K)
Filed 2026-10-22
Trilogy Capital Inc.
NEW
Shares11,984
Change+11,984
Value$132.4K
Filed 2026-10-20
Resonant Capital Advisors, LLC
INCREASED
Shares11,922 from 10,858
Change+1,064 (+10%)
Value$131.7K (+$27.7K)
Filed 2026-10-15
Altar Rock LLC
UNCHANGED
Shares11,875 from 11,875
Change0 (0%)
Value$126.0K (+$12.2K)
Filed 2026-11-06
Rose Capital Advisors LLC
NEW
Shares11,824
Change+11,824
Value$130.7K
Filed 2026-11-04
Axiom Investment Management LLC
UNCHANGED
Shares11,672 from 11,672
Change0 (0%)
Value$129.0K (+$17.2K)
Filed 2026-11-03
Private Advisory Group LLC
UNCHANGED
Shares11,466 from 11,466
Change0 (0%)
Value$126.7K (+$16.9K)
Filed 2026-11-06
Midwest Trust Co
NEW
Shares11,368
Change+11,368
Value$125.6K
Filed 2026-10-22
Bessemer Group Inc
INCREASED
Shares11,344 from 10,471
Change+873 (+8%)
Value$126 (-$66.9K)
Filed 2026-11-09
Foster Group, Inc.
DECREASED
Shares11,286 from 11,491
Change-205 (-2%)
Value$124.7K (+$14.6K)
Filed 2026-10-13
Diversified Trust Co
INCREASED
Shares11,177 from 11,027
Change+150 (+1%)
Value$123.5K (+$17.9K)
Filed 2026-11-06
Fulton Bank, N.A.
NEW
Shares10,971
Change+10,971
Value$121.2K
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares10,898 from 10,491
Change+407 (+4%)
Value$120.4K (+$19.9K)
Filed 2026-10-20
Sierra Ocean, LLC
UNCHANGED
Shares10,634 from 10,634
Change0 (0%)
Value$117.5K (+$15.6K)
Filed 2026-11-03
Warwick Investment Management, Inc.
UNCHANGED
Shares10,587 from 10,587
Change0 (0%)
Value$117.0K (+$15.6K)
Filed 2026-10-19
Acorn Creek Capital LLC
INCREASED
Shares10,493 from 10,357
Change+136 (+1%)
Value$115.9K (+$16.7K)
Filed 2026-11-05
Hardy Reed LLC
NEW
Shares10,446
Change+10,446
Value$115.4K
Filed 2026-11-06
Curated Wealth Partners LLC
NEW
Shares10,423
Change+10,423
Value$115.2K
Filed 2026-10-15
Global Wealth Strategies & Associates
NEW
Shares10,120
Change+10,120
Value$111.8K
Filed 2026-10-02
Manchester Capital Management LLC
DECREASED
Shares10,065 from 10,235
Change-170 (-2%)
Value$111.2K (+$13.2K)
Filed 2026-10-22
Imc-Chicago, LLC
NEW
Shares10,047
Change+10,047
Value$111.0K
Filed 2026-11-05
Addison Advisors LLC
DECREASED
Shares9,934 from 11,253
Change-1,319 (-12%)
Value$109.8K (+$2.0K)
Filed 2026-11-06
True Wealth Design, LLC
INCREASED
Shares9,430 from 8,722
Change+708 (+8%)
Value$104.2K (+$20.6K)
Filed 2026-10-13
Atlas Capital Advisors Inc.
INCREASED
Shares8,483 from 2,852
Change+5,631 (+197%)
Value$29.3K (+$2.0K)
Filed 2026-11-09
Simplex Trading, LLC
INCREASED
Shares7,601 from 6,394
Change+1,207 (+19%)
Value$84.0K (+$22.7K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares7,084 from 7,084
Change0 (0%)
Value$78.3K (+$8.9K)
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares6,758 from 6,758
Change0 (0%)
Value$74.7K (+$9.9K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares6,750 from 5,328
Change+1,422 (+27%)
Value$74.6K (+$23.5K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares5,528 from 5,185
Change+343 (+7%)
Value$61.1K (+$11.4K)
Filed 2026-10-27
Grove Bank & Trust
UNCHANGED
Shares5,088 from 5,088
Change0 (0%)
Value$56.2K (+$7.5K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares4,931 from 4,014
Change+917 (+23%)
Value$54.5K (+$16.0K)
Filed 2026-10-20
Financial Consulate, Inc
INCREASED
Shares4,085 from 3,577
Change+508 (+14%)
Value$45.1K (+$10.9K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares4,044 from 4,044
Change0 (0%)
Value$44.7K (+$5.9K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares3,936 from 7,269
Change-3,333 (-46%)
Value$43.5K (-$26.1K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares3,703
Change+3,703
Value$40.9K
Filed 2026-10-21
Harbour Investments, Inc.
INCREASED
Shares3,580 from 2,400
Change+1,180 (+49%)
Value$39.6K (+$16.6K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
DECREASED
Shares3,556 from 3,713
Change-157 (-4%)
Value$39.3K (+$3.7K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares3,482 from 401
Change+3,081 (+768%)
Value$38.5K (+$34.6K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
DECREASED
Shares3,476 from 3,710
Change-234 (-6%)
Value$38.4K (+$2.9K)
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares3,081 from 3,002
Change+79 (+3%)
Value$34.0K (+$5.3K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares2,878 from 2,866
Change+12 (+0%)
Value$31.8K (+$4.3K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares2,711 from 2,518
Change+193 (+8%)
Value$30.0K (+$5.8K)
Filed 2026-10-16
West Financial Advisors, LLC
NEW
Shares2,649
Change+2,649
Value$29.3K
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares2,595 from 2,320
Change+275 (+12%)
Value$28.7K (+$6.4K)
Filed 2026-10-20
Highline Wealth Partners LLC
INCREASED
Shares2,575 from 1,862
Change+713 (+38%)
Value$28.5K (+$10.6K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares2,502 from 2,429
Change+73 (+3%)
Value$27.6K (+$4.4K)
Filed 2026-10-26
Bell Investment Advisors, Inc
UNCHANGED
Shares2,463 from 2,463
Change0 (0%)
Value$27.2K (+$3.6K)
Filed 2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED
Shares2,438 from 2,438
Change0 (0%)
Value$26.9K (+$3.6K)
Filed 2026-10-07
Abound Wealth Management
INCREASED
Shares2,082 from 95
Change+1,987 (+2092%)
Value$23.0K (+$22.1K)
Filed 2026-10-26
Acadian Asset Management LLC
NEW
Shares2,071
Change+2,071
Value$22
Filed 2026-11-09
Ares Financial Consulting, LLC
UNCHANGED
Shares1,997 from 1,997
Change0 (0%)
Value$22.1K (+$2.9K)
Filed 2026-10-19
Cullen T Bankers, Inc.
INCREASED
Shares1,912 from 319
Change+1,593 (+499%)
Value$21.1K (+$18.1K)
Filed 2026-10-28
Elyxium Wealth, LLC
NEW
Shares1,812
Change+1,812
Value$20.0K
Filed 2026-10-27
Geneos Wealth Management Inc.
NEW
Shares1,745
Change+1,745
Value$19.3K
Filed 2026-11-09
Physician Wealth Advisors, Inc.
INCREASED
Shares1,584 from 1,184
Change+400 (+34%)
Value$17.5K (+$6.2K)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares1,576 from 1,375
Change+201 (+15%)
Value$17.4K (+$4.2K)
Filed 2026-11-04
Zions Bancorporation, National Association
DECREASED
Shares1,409 from 1,831
Change-422 (-23%)
Value$15.6K (-$2.0K)
Filed 2026-11-06
Global Trust Asset Management, LLC
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$14.7K (+$1.9K)
Filed 2026-10-19
Financial Management Professionals, Inc.
DECREASED
Shares1,083 from 1,734
Change-651 (-38%)
Value$12.0K (-$4.6K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
NEW
Shares1,071
Change+1,071
Value$11.8K
Filed 2026-11-03
Smithfield Trust Co
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$12 (-$10.0K)
Filed 2026-11-09
Proathlete Wealth Management LLC
NEW
Shares1,008
Change+1,008
Value$11.1K
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares1,004 from 543
Change+461 (+85%)
Value$11.1K (+$5.9K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$11.1K (+$1.5K)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
INCREASED
Shares984 from 669
Change+315 (+47%)
Value$10.9K (+$4.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED
Shares921 from 556
Change+365 (+66%)
Value$10.2K (+$4.9K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares900
Change+900
Value$9.9K
Filed 2026-10-19
Spire Wealth Management
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$9.7K (+$1.3K)
Filed 2026-10-30
Retirement Wealth Solutions LLC
DECREASED
Shares776 from 777
Change-1 (0%)
Value$8.6K (+$1.1K)
Filed 2026-10-07
N.E.W. Advisory Services LLC
INCREASED
Shares687 from 369
Change+318 (+86%)
Value$7.6K (+$4.1K)
Filed 2026-11-09
North Star Investment Management Corp.
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$7.2K (+$963)
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$6.5K (+$870)
Filed 2026-10-28
MV Capital Management, Inc.
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$5.8K (+$778)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares521
Change+521
Value$5.8K
Filed 2026-11-05
Planning Strategies Inc.
NEW
Shares515
Change+515
Value$5.7K
Filed 2026-10-02
Creative Capital Management Investments LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$5.5K (+$738)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$5.5K (+$737)
Filed 2026-10-19
Motco
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$5.0K (+$660)
Filed 2026-11-09
Independence Bank of Kentucky
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$4.8K (+$637)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$4.5K (+$592)
Filed 2026-11-04
Gleason Group, Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$4.2K (+$560)
Filed 2026-10-15
Asset Dedication, LLC
DECREASED
Shares347 from 453
Change-106 (-23%)
Value$3.8K (-$505)
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$3.8K (+$508)
Filed 2026-11-05
Burk Holdings LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$3.8K (+$504)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$3.6K (+$484)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$4 (+$1)
Filed 2026-10-02
Highland Investment Advisors LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$2.9K (+$382)
Filed 2026-11-09
Albion Financial Group
NEW
Shares258
Change+258
Value$2.8K
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares250 from 115
Change+135 (+117%)
Value$2.8K (+$1.7K)
Filed 2026-10-20
Jnba Financial Advisors
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$2.7K (+$365)
Filed 2026-11-03
Quent Capital, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$1.9K (-$37)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$2.2K (+$289)
Filed 2026-10-21
Monetary Solutions, Ltd
INCREASED
Shares153 from 104
Change+49 (+47%)
Value$1.7K (+$695)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$1.6K (+$219)
Filed 2026-10-13
Noble Wealth Management PBC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$1.3K (+$169)
Filed 2026-10-01
Dogwood Wealth Management LLC
DECREASED
Shares103 from 324
Change-221 (-68%)
Value$1.1K (-$2.0K)
Filed 2026-11-09
Foresight Capital Management Advisors, Inc.
NEW
Shares100
Change+100
Value$1.1K
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.0K (+$64)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$1.1K (+$141)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares93
Change+93
Value$1.0K
Filed 2026-10-13
Trust Co of Vermont
NEW
Shares75
Change+75
Value$829
Filed 2026-10-21
Center for Financial Planning, Inc.
NEW
Shares73
Change+73
Value$806
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED
Shares66 from 33
Change+33 (+100%)
Value$730 (+$413)
Filed 2026-10-14
Gilpin Wealth Management, LLC
NEW
Shares59
Change+59
Value$652
Filed 2026-10-09
Financial Network Wealth Advisors LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$619 (+$83)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$564 (+$75)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares49 from 97
Change-48 (-49%)
Value$541 (-$388)
Filed 2026-10-08
Godsey & Gibb, Inc
NEW
Shares46
Change+46
Value$509
Filed 2026-10-14
StrongBox Wealth, LLC
NEW
Shares44
Change+44
Value$486
Filed 2026-11-02
Decker Retirement Planning Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$305 (+$41)
Filed 2026-10-19
Godfrey Financial Associates, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$254 (+$34)
Filed 2026-11-10
GHP Investment Advisors, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$111 (+$15)
Filed 2026-10-15
High Note Wealth, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$33 (+$4)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 86,369
Change-86,369 (-100%)
Value$0 (-$827.4K)
Filed 2026-10-16
Sepio Capital, LP
CLOSED
Shares0 from 18,015
Change-18,015 (-100%)
Value$0 (-$172.6K)
Filed 2026-10-22
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 17,345
Change-17,345 (-100%)
Value$0 (-$166.2K)
Filed 2026-10-09
Drive Wealth Management, LLC
CLOSED
Shares0 from 13,546
Change-13,546 (-100%)
Value$0 (-$129.8K)
Filed 2026-11-09
Inscription Capital, LLC
CLOSED
Shares0 from 10,589
Change-10,589 (-100%)
Value$0 (-$101.4K)
Filed 2026-11-02
SVB Wealth LLC
CLOSED
Shares0 from 10,207
Change-10,207 (-100%)
Value$0 (-$97.8K)
Filed 2026-11-06
BIP Wealth, LLC
CLOSED
Shares0 from 10,040
Change-10,040 (-100%)
Value$0 (-$96.2K)
Filed 2026-10-22
Solstein Capital, LLC
CLOSED
Shares0 from 7,058
Change-7,058 (-100%)
Value$0 (-$67.6K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,232
Change-2,232 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-16
Deutsche Bank Ag\
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-27
Stone House Investment Management, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$201)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 60,949,488
Change-60,949,488 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,787,274
Change-17,787,274 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 16,833,587
Change-16,833,587 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,781,783
Change-16,781,783 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,718,717
Change-16,718,717 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,523,218
Change-13,523,218 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,633,824
Change-10,633,824 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,233,388
Change-8,233,388 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 5,693,411
Change-5,693,411 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,532,615
Change-4,532,615 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,298,642
Change-3,298,642 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,936,668
Change-2,936,668 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,570,358
Change-2,570,358 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,565,725
Change-2,565,725 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 2,233,445
Change-2,233,445 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,122,107
Change-2,122,107 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,769,180
Change-1,769,180 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,605,634
Change-1,605,634 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,400,725
Change-1,400,725 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,358,961
Change-1,358,961 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,348,258
Change-1,348,258 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,284,005
Change-1,284,005 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,182,815
Change-1,182,815 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,180,970
Change-1,180,970 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,105,423
Change-1,105,423 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,099,664
Change-1,099,664 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 956,297
Change-956,297 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 824,829
Change-824,829 (-100%)
Value—
Allianz SE
N/A
Shares— from 790,000
Change-790,000 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 765,157
Change-765,157 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 671,304
Change-671,304 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 630,481
Change-630,481 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 475,954
Change-475,954 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 446,313
Change-446,313 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 427,404
Change-427,404 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 413,029
Change-413,029 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 395,257
Change-395,257 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 380,664
Change-380,664 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 358,843
Change-358,843 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 340,258
Change-340,258 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 338,599
Change-338,599 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 299,808
Change-299,808 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 297,365
Change-297,365 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 291,292
Change-291,292 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 290,946
Change-290,946 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 290,027
Change-290,027 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 288,649
Change-288,649 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 287,275
Change-287,275 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 282,453
Change-282,453 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 274,328
Change-274,328 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 269,421
Change-269,421 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 251,834
Change-251,834 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 240,144
Change-240,144 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 236,400
Change-236,400 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 231,238
Change-231,238 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 229,000
Change-229,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 221,590
Change-221,590 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 205,730
Change-205,730 (-100%)
Value—
Capital World Investors
N/A
Shares— from 205,628
Change-205,628 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 198,000
Change-198,000 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 195,994
Change-195,994 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 194,517
Change-194,517 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 191,715
Change-191,715 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 188,206
Change-188,206 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 178,125
Change-178,125 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 165,373
Change-165,373 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 161,793
Change-161,793 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 161,363
Change-161,363 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 155,661
Change-155,661 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 150,401
Change-150,401 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 147,792
Change-147,792 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 140,151
Change-140,151 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 139,392
Change-139,392 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 139,000
Change-139,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 134,034
Change-134,034 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 130,944
Change-130,944 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 130,791
Change-130,791 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 130,693
Change-130,693 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 125,872
Change-125,872 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 112,495
Change-112,495 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 111,373
Change-111,373 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 107,210
Change-107,210 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 101,250
Change-101,250 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 92,269
Change-92,269 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 85,063
Change-85,063 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 82,936
Change-82,936 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 81,975
Change-81,975 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 81,163
Change-81,163 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 78,570
Change-78,570 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 74,940
Change-74,940 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 69,582
Change-69,582 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 67,384
Change-67,384 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 67,246
Change-67,246 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 62,249
Change-62,249 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 62,219
Change-62,219 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 61,989
Change-61,989 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 59,559
Change-59,559 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 58,981
Change-58,981 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 58,644
Change-58,644 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 58,220
Change-58,220 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 55,740
Change-55,740 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 54,480
Change-54,480 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 51,857
Change-51,857 (-100%)
Value—
&partners
N/A
Shares— from 51,571
Change-51,571 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 51,464
Change-51,464 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 42,094
Change-42,094 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 41,633
Change-41,633 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 39,638
Change-39,638 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 39,512
Change-39,512 (-100%)
Value—
EWA, LLC
N/A
Shares— from 35,880
Change-35,880 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 35,647
Change-35,647 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 35,579
Change-35,579 (-100%)
Value—
Commerce Bank
N/A
Shares— from 33,208
Change-33,208 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 33,153
Change-33,153 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 32,735
Change-32,735 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 31,563
Change-31,563 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 31,554
Change-31,554 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 30,114
Change-30,114 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 29,781
Change-29,781 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 29,469
Change-29,469 (-100%)
Value—
State Street Corp
N/A
Shares— from 29,400
Change-29,400 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 29,009
Change-29,009 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 28,963
Change-28,963 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 28,144
Change-28,144 (-100%)
Value—
Calydon Capital
N/A
Shares— from 27,753
Change-27,753 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,685
Change-27,685 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 25,883
Change-25,883 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 25,717
Change-25,717 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,492
Change-25,492 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 23,839
Change-23,839 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,556
Change-23,556 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 22,646
Change-22,646 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 22,528
Change-22,528 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,193
Change-22,193 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 22,016
Change-22,016 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 21,895
Change-21,895 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,722
Change-21,722 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 20,586
Change-20,586 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 20,388
Change-20,388 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 20,243
Change-20,243 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 19,253
Change-19,253 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,961
Change-18,961 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,824
Change-18,824 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 18,818
Change-18,818 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 18,494
Change-18,494 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 18,045
Change-18,045 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 16,867
Change-16,867 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 16,110
Change-16,110 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,946
Change-15,946 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 15,394
Change-15,394 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 15,307
Change-15,307 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,993
Change-14,993 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,821
Change-14,821 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 14,788
Change-14,788 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,665
Change-12,665 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 12,415
Change-12,415 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,330
Change-12,330 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 12,141
Change-12,141 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,039
Change-12,039 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,275
Change-11,275 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,775
Change-10,775 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 10,587
Change-10,587 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,518
Change-10,518 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,162
Change-10,162 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 10,110
Change-10,110 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,946
Change-6,946 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
EFG International AG
N/A
Shares— from 999
Change-999 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 969
Change-969 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 752
Change-752 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 698
Change-698 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 637
Change-637 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 618
Change-618 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 363
Change-363 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 253
Change-253 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 229
Change-229 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 97
Change-97 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 96
Change-96 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Status
FMR LLC
INCREASED30,454,54728,048,752+2,405,795+9%$268.7M$336.5M+$67.8M2026-11-10
Artemis Investment Management LLP
INCREASED7,433,0174,026,316+3,406,701+85%$38.6M$82.1M+$43.6M2026-10-08
Creative Planning
INCREASED2,126,1261,972,993+153,133+8%$18.9M$23.5M+$4.6M2026-11-02
LPL Financial LLC
INCREASED888,722505,673+383,049+76%$4.8M$9.8M+$5.0M2026-11-06
US Bancorp \de\
INCREASED881,957758,027+123,930+16%$7.3M$9.7M+$2.5M2026-11-05
Augustine Asset Management Inc
DECREASED807,552817,384-9,832-1%$7.8M$8.9M+$1.1M2026-10-13
Bank of New York Mellon Corp
INCREASED806,126770,027+36,099+5%$7.4M$8.9M+$1.5M2026-11-05
Russell Investments Group, Ltd.
INCREASED776,427490,190+286,237+58%$4.7M$8.6M+$3.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED632,217625,342+6,875+1%$6.0M$7.0M+$995.2K2026-11-04
Quadrant Capital Group LLC
INCREASED610,651606,414+4,237+1%$5.8M$6.5M+$663.5K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED595,910668,210-72,300-11%$6.4M$6.6M+$183.4K2026-10-21
Gradient Investments LLC
DECREASED583,103598,687-15,584-3%$5.7M$6.4M+$707.9K2026-10-08
Calamos Wealth Management LLC
NEW574,072—+574,072——$6.3M—2026-11-02
Ethic Inc.
INCREASED558,405492,394+66,011+13%$4.7M$6.2M+$1.5M2026-11-03
TD Waterhouse Canada Inc.
INCREASED532,810439,047+93,763+21%$4.3M$5.7M+$1.4M2026-10-16
Vise Technologies, Inc.
INCREASED470,426372,957+97,469+26%$3.6M$5.2M+$1.6M2026-10-29
Assetmark, Inc
INCREASED461,220383,192+78,028+20%$3.7M$5.1M+$1.4M2026-10-21
Citigroup Inc
INCREASED450,662442,623+8,039+2%$4.2M$5.0M+$739.5K2026-11-04
Altman Advisors, Inc.
DECREASED376,231376,633-4020%$3.6M$4.2M+$549.2K2026-11-05
M&T Bank Corp
DECREASED376,056376,756-7000%$3.6M$4.2M+$545.7K2026-11-10
HighTower Advisors, LLC
INCREASED375,778360,828+14,950+4%$3.5M$4.2M+$695.6K2026-11-10
Nuveen, LLC
INCREASED369,614241,764+127,850+53%$2.3M$4.1M+$1.7M2026-11-10
Fisher Asset Management, LLC
DECREASED301,924322,485-20,561-6%$3.1M$3.3M+$246.9K2026-11-06
Signaturefd, LLC
DECREASED296,849298,688-1,839-1%$2.9M$3.3M+$418.8K2026-10-23
PNC Financial Services Group, Inc.
INCREASED289,259275,744+13,515+5%$2.6M$3.2M+$554.7K2026-11-06
Factory Mutual Insurance Co
UNCHANGED273,441273,44100%$2.6M$3.0M+$402.0K2026-10-30
Evergreen Capital Management LLC
INCREASED258,713248,031+10,682+4%$2.4M$2.9M+$482.6K2026-10-23
Compound Planning, Inc.
INCREASED250,382240,425+9,957+4%$2.3M$2.8M+$463.5K2026-11-09
Prospera Financial Services Inc
INCREASED226,866108,831+118,035+108%$1.0M$2.2M+$1.1M2026-11-04
Aaron Wealth Advisors LLC
INCREASED221,313213,939+7,374+3%$2.0M$2.4M+$396.0K2026-10-13
Capricorn Fund Managers Ltd
NEW220,000—+220,000——$2.4M—2026-11-03
Bank of Montreal
INCREASED219,642217,870+1,772+1%$2.1M$2.4M+$339.8K2026-11-09
Choreo, LLC
INCREASED219,620214,870+4,750+2%$2.1M$2.4M+$368.3K2026-10-28
Lido Advisors, LLC
DECREASED204,006214,658-10,652-5%$2.1M$2.3M+$197.8K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED192,112176,736+15,376+9%$1.8M$2.1M+$315.6K2026-11-04
Keybank National Association
INCREASED189,113185,221+3,892+2%$1.8M$2.1M+$315.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED188,79381,132+107,661+133%$850.3K$2.0M+$1.2M2026-10-13
Savant Capital, LLC
INCREASED181,136115,643+65,493+57%$1.0M$2.0M+$983.3K2026-11-06
Ritholtz Wealth Management
INCREASED179,108131,130+47,978+37%$1.3M$2.0M+$722.9K2026-11-05
BayBridge Capital Group, LLC
INCREASED159,61854,653+104,965+192%$523.6K$1.8M+$1.2M2026-10-13
Themes Management Co LLC
INCREASED141,909102,648+39,261+38%$983.4K$1.6M+$584.7K2026-10-29
Park Avenue Securities LLC
INCREASED134,587124,423+10,164+8%$1.2M$1.5K-$1.2M2026-10-26
CIBC Asset Management Inc
INCREASED132,834125,309+7,525+6%$1.2M$1.5M+$267.4K2026-11-05
Atria Investments, Inc
INCREASED128,605119,764+8,841+7%$1.1M$1.4M+$273.7K2026-10-15
Hantz Financial Services, Inc.
INCREASED124,06698,546+25,520+26%$944.0K$1.4K-$942.6K2026-11-09
Gamma Investing LLC
INCREASED106,06896,924+9,144+9%$928.5K$1.2M+$243.5K2026-10-08
Provenance Wealth Advisors, LLC
NEW104,546—+104,546——$1.2M—2026-10-30
Kathmere Capital Management, LLC
INCREASED100,19484,014+16,180+19%$804.9K$1.1M+$302.3K2026-10-20
HB Wealth Management, LLC
INCREASED94,97488,492+6,482+7%$847.8K$1.0M+$201.7K2026-10-23
Elevation Point Wealth Partners, LLC
NEW83,101—+83,101——$918.2K—2026-11-05
PDS Planning, Inc
INCREASED80,38578,912+1,473+2%$756.0K$888.3K+$132.3K2026-11-03
Leuthold Group, LLC
INCREASED80,03079,775+255+0%$764.2K$884.3K+$120.1K2026-11-04
West Family Investments, Inc.
INCREASED77,84571,823+6,022+8%$688.1K$860.2K+$172.1K2026-11-09
Blue Trust, Inc.
DECREASED74,63094,980-20,350-21%$909.9K$824.7K-$85.3K2026-10-15
Xponance LLC
INCREASED74,32367,295+7,028+10%$644.7K$821.3K+$176.6K2026-11-03
Parallel Advisors, LLC
INCREASED72,86869,975+2,893+4%$670.4K$805.2K+$134.8K2026-11-03
Farther Finance Advisors, LLC
INCREASED72,39262,712+9,680+15%$600.5K$799.9K+$199.4K2026-10-08
Versant Capital Management, Inc
INCREASED71,04469,361+1,683+2%$664.5K$785.0K+$120.6K2026-10-02
Bailard, Inc.
DECREASED66,75574,103-7,348-10%$709.9K$737.7K+$27.7K2026-10-13
Abel Hall, LLC
INCREASED65,60265,105+497+1%$623.7K$724.9K+$101.2K2026-10-19
Harbour Capital Advisors, LLC
UNCHANGED65,31065,31000%$684.4K$721.7K+$37.2K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED61,95457,333+4,621+8%$549.2K$684.6K+$135.3K2026-10-22
Exchange Traded Concepts, LLC
NEW61,057—+61,057——$674.7K—2026-10-28
Apollon Wealth Management, LLC
INCREASED57,32150,499+6,822+14%$483.8K$633.4K+$149.6K2026-10-23
Channing Global Advisors, LLC
DECREASED55,57256,605-1,033-2%$542.3K$614.1K+$71.8K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED52,42451,373+1,051+2%$492.2K$579.3K+$87.1K2026-10-16
Greenleaf Trust
DECREASED51,82068,668-16,848-25%$657.8K$572.6K-$85.2K2026-10-29
Kestra Advisory Services, LLC
NEW51,614—+51,614——$570.3K—2026-11-02
Davenport & Co LLC
DECREASED51,30551,740-435-1%$495.7K$566.9K+$71.3K2026-10-14
LVW Advisors, LLC
INCREASED50,88839,319+11,569+29%$376.7K$562.3K+$185.6K2026-10-19
SYM Financial Corp
DECREASED50,84651,490-644-1%$493.3K$561.8K+$68.6K2026-10-26
Aprio Wealth Management, LLC
INCREASED50,38745,339+5,048+11%$434.3K$556.8K+$122.4K2026-10-28
Trust Point Inc.
DECREASED49,52452,359-2,835-5%$501.6K$547.2K+$45.6K2026-10-27
Five Oceans Advisors
UNCHANGED49,49249,49200%$474.1K$546.9K+$72.8K2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED48,87350,368-1,495-3%$482.5K$540.0K+$57.5K2026-10-27
Merit Financial Group, LLC
INCREASED48,06542,402+5,663+13%$406.2K$531.1K+$124.9K2026-11-06
Barclays PLC
DECREASED47,791169,666-121,875-72%$1.6M$528.1K-$1.1M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED47,57249,102-1,530-3%$470.0K$526-$469.5K2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED45,88945,805+84+0%$438.8K$507.1K+$68.3K2026-10-20
Ariadne Wealth Management, LP
DECREASED45,78845,994-2060%$440.6K$506.0K+$65.3K2026-11-06
Sage Rhino Capital LLC
DECREASED45,50447,409-1,905-4%$454.2K$502.8K+$48.6K2026-10-28
55 North Private Wealth, LLC
DECREASED44,42548,719-4,294-9%$466.7K$490.9K+$24.2K2026-10-20
Coldstream Capital Management Inc
DECREASED43,85755,064-11,207-20%$527.5K$484.6K-$42.9K2026-11-09
Valeo Financial Advisors, LLC
INCREASED42,96836,020+6,948+19%$345.1K$474.8K+$129.7K2026-10-08
Truist Financial Corp
INCREASED42,35836,609+5,749+16%$350.7K$468.1K+$117.3K2026-10-30
Commonwealth Equity Services, LLC
INCREASED39,21533,553+5,662+17%$321.4K$433.3K+$111.9K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED37,68733,793+3,894+12%$323.7K$416.4K+$92.7K2026-10-27
Syverson Strege & Co
DECREASED37,44437,597-1530%$360.2K$413.8K+$53.6K2026-11-02
Anchyra Partners LLC
INCREASED36,76633,355+3,411+10%$319.5K$406.3K+$86.7K2026-10-13
Brighton Jones LLC
INCREASED36,67035,036+1,634+5%$335.6K$405.2K+$69.6K2026-11-03
Werba Rubin Papier Wealth Management
DECREASED36,49036,736-246-1%$351.9K$403.2K+$51.3K2026-11-06
First Affirmative Financial Network
NEW35,648—+35,648——$393.9K—2026-10-21
Greenspring Advisors, LLC
DECREASED34,80835,103-295-1%$336.3K$384.6K+$48.3K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED33,23930,079+3,160+11%$288.2K$367.3K+$79.1K2026-11-04
Gallacher Capital Management LLC
DECREASED31,51949,756-18,237-37%$476.7K$348.3K-$128.4K2026-10-30
Ascent Group, LLC
INCREASED31,43629,887+1,549+5%$286.3K$347.4K+$61.1K2026-10-30
Riversedge Advisors, LLC
INCREASED30,81026,146+4,664+18%$250.5K$340.5K+$90.0K2026-10-09
Thrivent Financial for Lutherans
INCREASED30,69524,305+6,390+26%$233.0K$334-$232.7K2026-11-05
Cromwell Holdings LLC
UNCHANGED30,42930,42900%$291.5K$336.2K+$44.7K2026-10-28
71 West Capital Partners
INCREASED30,19929,894+305+1%$286.4K$333.7K+$47.3K2026-11-04
Collaborative Fund Advisors, LLC
NEW30,137—+30,137——$333.0K—2026-11-02
Crestwood Advisors Group, LLC
INCREASED29,22228,351+871+3%$271.6K$322.9K+$51.3K2026-10-27
SmartHarvest Portfolios, LLC
DECREASED28,83330,248-1,415-5%$289.8K$318.6K+$28.8K2026-10-26
Fifth Third Bancorp
INCREASED26,5449,554+16,990+178%$91.5K$293.3K+$201.8K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED25,82623,899+1,927+8%$229.0K$285.4K+$56.4K2026-11-02
HUB Investment Partners, LLC
INCREASED24,79818,841+5,957+32%$180.5K$274.0K+$93.5K2026-11-03
Wedmont Private Capital
INCREASED24,39423,865+529+2%$250.1K$260.3K+$10.2K2026-10-09
Abacus Wealth Partners, LLC
INCREASED23,96822,768+1,200+5%$218.1K$264.8K+$46.7K2026-11-03
Carter Financial Group, Inc.
INCREASED22,81712,691+10,126+80%$121.6K$252.1K+$130.5K2026-10-21
Angeles Wealth Management, LLC
INCREASED22,40722,401+6+0%$214.6K$247.6K+$33.0K2026-10-26
Regions Financial Corp
DECREASED22,16822,971-803-3%$220.1K$245.0K+$24.9K2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED22,00750,977-28,970-57%$488.4K$243.2K-$245.2K2026-10-21
Yousif Capital Management, LLC
DECREASED21,19122,422-1,231-5%$214.8K$234.2K+$19.4K2026-10-22
MGO One Seven LLC
DECREASED21,06621,525-459-2%$206.2K$232.8K+$26.6K2026-10-28
Fiduciary Financial Group, LLC
INCREASED20,96215,735+5,227+33%$150.7K$231.6K+$80.9K2026-10-13
First Command Advisory Services, Inc.
INCREASED19,8381,619+18,219+1125%$15.5K$219.2K+$203.7K2026-11-05
Cornerstone Wealth Group, LLC
DECREASED19,62119,660-390%$188.3K$216.8K+$28.5K2026-11-02
Perigon Wealth Management, LLC
INCREASED19,39017,327+2,063+12%$166.0K$214.3K+$48.3K2026-10-22
Allworth Financial LP
INCREASED19,32315,247+4,076+27%$146.1K$185.1K+$39.0K2026-11-06
Hilltop National Bank
UNCHANGED18,72618,72600%$179.4K$206.9K+$27.5K2026-10-14
Canopy Partners, LLC
UNCHANGED18,29018,29000%$175.2K$202.1K+$26.9K2026-10-28
Barry Investment Advisors, LLC
UNCHANGED17,88017,88000%$171.3K$197.6K+$26.3K2026-10-14
XXI Wealth, LLC
INCREASED17,48215,358+2,124+14%$147.1K$193.2K+$46.0K2026-10-22
Traveka Wealth, LLC
INCREASED17,20414,797+2,407+16%$141.8K$190.1K+$48.3K2026-10-19
Frank, Rimerman Advisors LLC
INCREASED16,88515,525+1,360+9%$148.7K$186.6K+$37.8K2026-10-16
Diversify Wealth Management, LLC
INCREASED16,86214,366+2,496+17%$151.8K$172.3K+$20.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED16,86214,366+2,496+17%$151.8K$172.3K+$20.5K2026-10-20
Klingman & Associates, LLC
INCREASED16,73015,229+1,501+10%$145.9K$184.9K+$39.0K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED16,52312,392+4,131+33%$118.7K$182.6K+$63.9K2026-10-08
Dynamic Advisor Solutions LLC
NEW16,330—+16,330——$180.4K—2026-10-13
SAX Wealth Advisors, LLC
NEW16,012—+16,012——$176.9K—2026-10-13
Moody National Bank Trust Division
INCREASED15,94413,020+2,924+22%$124.7K$176.2K+$51.4K2026-10-06
Clearstead Advisors, LLC
INCREASED15,55415,256+298+2%$146.2K$171.9K+$25.7K2026-11-06
Vanguard Capital Wealth Advisors
DECREASED15,51225,243-9,731-39%$241.8K$171.4K-$70.4K2026-10-16
Seven Mile Advisory
DECREASED14,86715,738-871-6%$150.8K$164.3K+$13.5K2026-10-22
Western Financial Corp
DECREASED14,66216,217-1,555-10%$155.4K$162.0K+$6.7K2026-10-14
Avior Wealth Management, LLC
INCREASED14,52312,491+2,032+16%$119.7K$160.5K+$40.8K2026-10-13
V-Square Quantitative Management LLC
DECREASED14,35514,953-598-4%$143.3K$158.6K+$15.4K2026-10-15
Interchange Capital Partners, LLC
INCREASED14,35414,257+97+1%$136.6K$159.1K+$22.5K2026-10-28
Avestar Capital, LLC
DECREASED14,33514,347-120%$137.4K$158.4K+$21.0K2026-10-28
Aspiriant, LLC
DECREASED14,20314,362-159-1%$137.6K$156.9K+$19.4K2026-10-16
Indivisible Partners
NEW14,199—+14,199——$156.9K—2026-10-26
Paladin Wealth, LLC
INCREASED14,19914,030+169+1%$134.4K$156.9K+$22.5K2026-10-23
Sapient Capital LLC
UNCHANGED14,17514,17500%$135.8K$156.6K+$20.8K2026-10-08
Calamos Advisors LLC
NEW14,134—+14,134——$156.2K—2026-11-02
XML Financial, LLC
UNCHANGED14,10014,10000%$135.1K$155.8K+$20.7K2026-10-29
Nilsine Partners, LLC
NEW14,099—+14,099——$155.8K—2026-11-02
UMB Bank, n.a.
INCREASED14,01510,565+3,450+33%$101.2K$154.9K+$53.7K2026-11-06
Simplicity Wealth,LLC
INCREASED13,91212,971+941+7%$124.3K$153.7K+$29.5K2026-10-23
May Hill Capital, LLC
INCREASED13,70311,653+2,050+18%$111.6K$151.4K+$39.8K2026-11-03
August Group Capital Ltd
INCREASED13,66713,355+312+2%$127.9K$151.0K+$23.1K2026-10-14
AlphaCore Capital LLC
INCREASED13,66412,554+1,110+9%$120.3K$151.0K+$30.7K2026-11-04
LifeGoal Investments, LLC
INCREASED13,54411,159+2,385+21%$106.9K$149.7K+$42.8K2026-10-09
NewSquare Capital LLC
INCREASED13,43612,070+1,366+11%$115.6K$148.5K+$32.8K2026-11-06
Baron Wealth Management LLC
INCREASED13,30111,056+2,245+20%$105.9K$147.0K+$41.1K2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED12,87612,084+792+7%$115.8K$142.3K+$26.5K2026-10-19
Prospect Financial Group LLC
DECREASED12,87214,871-1,999-13%$142.5K$142.2K-$2282026-11-05
Sunpointe, LLC
DECREASED12,76613,438-672-5%$128.7K$141.1K+$12.3K2026-10-22
Optas, LLC
NEW12,751—+12,751——$140.9K—2026-11-09
TD Private Client Wealth LLC
INCREASED12,6874,439+8,248+186%$42.5K$140.2K+$97.7K2026-10-28
Soltis Investment Advisors LLC
NEW12,519—+12,519——$138.3K—2026-10-28
Earned Wealth Advisors, LLC
NEW12,469—+12,469——$137.8K—2026-11-06
RBA Wealth Management, LLC
NEW12,300—+12,300——$135.9K—2026-10-28
Enterprise Financial Services Corp
INCREASED12,15511,855+300+3%$113.6K$134.3K+$20.7K2026-11-03
Visionary Horizons, LLC
DECREASED11,98512,785-800-6%$122.5K$132.4K+$10.0K2026-10-22
Trilogy Capital Inc.
NEW11,984—+11,984——$132.4K—2026-10-20
Resonant Capital Advisors, LLC
INCREASED11,92210,858+1,064+10%$104.0K$131.7K+$27.7K2026-10-15
Altar Rock LLC
UNCHANGED11,87511,87500%$113.8K$126.0K+$12.2K2026-11-06
Rose Capital Advisors LLC
NEW11,824—+11,824——$130.7K—2026-11-04
Axiom Investment Management LLC
UNCHANGED11,67211,67200%$111.8K$129.0K+$17.2K2026-11-03
Private Advisory Group LLC
UNCHANGED11,46611,46600%$109.8K$126.7K+$16.9K2026-11-06
Midwest Trust Co
NEW11,368—+11,368——$125.6K—2026-10-22
Bessemer Group Inc
INCREASED11,34410,471+873+8%$67.0K$126-$66.9K2026-11-09
Foster Group, Inc.
DECREASED11,28611,491-205-2%$110.1K$124.7K+$14.6K2026-10-13
Diversified Trust Co
INCREASED11,17711,027+150+1%$105.6K$123.5K+$17.9K2026-11-06
Fulton Bank, N.A.
NEW10,971—+10,971——$121.2K—2026-10-14
Owl Creek Wealth Partners LLC
INCREASED10,89810,491+407+4%$100.5K$120.4K+$19.9K2026-10-20
Sierra Ocean, LLC
UNCHANGED10,63410,63400%$101.9K$117.5K+$15.6K2026-11-03
Warwick Investment Management, Inc.
UNCHANGED10,58710,58700%$101.4K$117.0K+$15.6K2026-10-19
Acorn Creek Capital LLC
INCREASED10,49310,357+136+1%$99.2K$115.9K+$16.7K2026-11-05
Hardy Reed LLC
NEW10,446—+10,446——$115.4K—2026-11-06
Curated Wealth Partners LLC
NEW10,423—+10,423——$115.2K—2026-10-15
Global Wealth Strategies & Associates
NEW10,120—+10,120——$111.8K—2026-10-02
Manchester Capital Management LLC
DECREASED10,06510,235-170-2%$98.1K$111.2K+$13.2K2026-10-22
Imc-Chicago, LLC
NEW10,047—+10,047——$111.0K—2026-11-05
Addison Advisors LLC
DECREASED9,93411,253-1,319-12%$107.8K$109.8K+$2.0K2026-11-06
True Wealth Design, LLC
INCREASED9,4308,722+708+8%$83.6K$104.2K+$20.6K2026-10-13
Atlas Capital Advisors Inc.
INCREASED8,4832,852+5,631+197%$27.3K$29.3K+$2.0K2026-11-09
Simplex Trading, LLC
INCREASED7,6016,394+1,207+19%$61.3K$84.0K+$22.7K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED7,0847,08400%$69.4K$78.3K+$8.9K2026-10-29
James T. Borello RIA
UNCHANGED6,7586,75800%$64.7K$74.7K+$9.9K2026-10-16
Larson Financial Group LLC
INCREASED6,7505,328+1,422+27%$51.0K$74.6K+$23.5K2026-11-05
Parkside Financial Bank & Trust
INCREASED5,5285,185+343+7%$49.7K$61.1K+$11.4K2026-10-27
Grove Bank & Trust
UNCHANGED5,0885,08800%$48.7K$56.2K+$7.5K2026-10-08
Private Trust Co NA
INCREASED4,9314,014+917+23%$38.5K$54.5K+$16.0K2026-10-20
Financial Consulate, Inc
INCREASED4,0853,577+508+14%$34.3K$45.1K+$10.9K2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED4,0444,04400%$38.7K$44.7K+$5.9K2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED3,9367,269-3,333-46%$69.6K$43.5K-$26.1K2026-10-29
Root Financial Partners, LLC
NEW3,703—+3,703——$40.9K—2026-10-21
Harbour Investments, Inc.
INCREASED3,5802,400+1,180+49%$23.0K$39.6K+$16.6K2026-11-09
Cape Investment Advisory, Inc.
DECREASED3,5563,713-157-4%$35.6K$39.3K+$3.7K2026-10-13
Mather Group, Llc.
INCREASED3,482401+3,081+768%$3.8K$38.5K+$34.6K2026-10-14
Silver Grove Financial Group, Inc.
DECREASED3,4763,710-234-6%$35.5K$38.4K+$2.9K2026-11-05
Essential Partners LLC
INCREASED3,0813,002+79+3%$28.8K$34.0K+$5.3K2026-10-14
Triumph Capital Management
INCREASED2,8782,866+12+0%$27.5K$31.8K+$4.3K2026-10-14
IFP Advisors, Inc
INCREASED2,7112,518+193+8%$24.1K$30.0K+$5.8K2026-10-16
West Financial Advisors, LLC
NEW2,649—+2,649——$29.3K—2026-10-22
Nisa Investment Advisors, LLC
INCREASED2,5952,320+275+12%$22.2K$28.7K+$6.4K2026-10-20
Highline Wealth Partners LLC
INCREASED2,5751,862+713+38%$17.8K$28.5K+$10.6K2026-10-19
SJS Investment Consulting Inc.
INCREASED2,5022,429+73+3%$23.3K$27.6K+$4.4K2026-10-26
Bell Investment Advisors, Inc
UNCHANGED2,4632,46300%$23.6K$27.2K+$3.6K2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED2,4382,43800%$23.4K$26.9K+$3.6K2026-10-07
Abound Wealth Management
INCREASED2,08295+1,987+2092%$911$23.0K+$22.1K2026-10-26
Acadian Asset Management LLC
NEW2,071—+2,071——$22—2026-11-09
Ares Financial Consulting, LLC
UNCHANGED1,9971,99700%$19.1K$22.1K+$2.9K2026-10-19
Cullen T Bankers, Inc.
INCREASED1,912319+1,593+499%$3.1K$21.1K+$18.1K2026-10-28
Elyxium Wealth, LLC
NEW1,812—+1,812——$20.0K—2026-10-27
Geneos Wealth Management Inc.
NEW1,745—+1,745——$19.3K—2026-11-09
Physician Wealth Advisors, Inc.
INCREASED1,5841,184+400+34%$11.3K$17.5K+$6.2K2026-10-20
Bare Financial Services, Inc
INCREASED1,5761,375+201+15%$13.2K$17.4K+$4.2K2026-11-04
Zions Bancorporation, National Association
DECREASED1,4091,831-422-23%$17.5K$15.6K-$2.0K2026-11-06
Global Trust Asset Management, LLC
UNCHANGED1,3261,32600%$12.7K$14.7K+$1.9K2026-10-19
Financial Management Professionals, Inc.
DECREASED1,0831,734-651-38%$16.6K$12.0K-$4.6K2026-10-23
Ascentis Wealth Management, LLC
NEW1,071—+1,071——$11.8K—2026-11-03
Smithfield Trust Co
UNCHANGED1,0511,05100%$10.0K$12-$10.0K2026-11-09
Proathlete Wealth Management LLC
NEW1,008—+1,008——$11.1K—2026-10-15
Signature Equity Partners, LLC
INCREASED1,004543+461+85%$5.2K$11.1K+$5.9K2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED1,0001,00000%$9.6K$11.1K+$1.5K2026-10-26
Acumen Wealth Advisors, LLC
INCREASED984669+315+47%$6.4K$10.9K+$4.5K2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED921556+365+66%$5.3K$10.2K+$4.9K2026-11-04
UMB Private Wealth Management, LLC
NEW900—+900——$9.9K—2026-10-19
Spire Wealth Management
UNCHANGED88088000%$8.4K$9.7K+$1.3K2026-10-30
Retirement Wealth Solutions LLC
DECREASED776777-10%$7.4K$8.6K+$1.1K2026-10-07
N.E.W. Advisory Services LLC
INCREASED687369+318+86%$3.5K$7.6K+$4.1K2026-11-09
North Star Investment Management Corp.
UNCHANGED65565500%$6.3K$7.2K+$9632026-10-27
American Capital Advisory, LLC
UNCHANGED59259200%$5.7K$6.5K+$8702026-10-28
MV Capital Management, Inc.
UNCHANGED52952900%$5.1K$5.8K+$7782026-10-29
Jacobi Capital Management LLC
NEW521—+521——$5.8K—2026-11-05
Planning Strategies Inc.
NEW515—+515——$5.7K—2026-10-02
Creative Capital Management Investments LLC
UNCHANGED50250200%$4.8K$5.5K+$7382026-10-28
City Holding Co
UNCHANGED50150100%$4.8K$5.5K+$7372026-10-19
Motco
UNCHANGED44944900%$4.3K$5.0K+$6602026-11-09
Independence Bank of Kentucky
UNCHANGED43343300%$4.1K$4.8K+$6372026-10-26
Nemes Rush Group LLC
UNCHANGED40340300%$3.9K$4.5K+$5922026-11-04
Gleason Group, Inc.
UNCHANGED38138100%$3.7K$4.2K+$5602026-10-15
Asset Dedication, LLC
DECREASED347453-106-23%$4.3K$3.8K-$5052026-11-03
Rossby Financial, LCC
UNCHANGED34634600%$3.3K$3.8K+$5082026-11-05
Burk Holdings LLC
UNCHANGED34334300%$3.3K$3.8K+$5042026-11-05
Central Trust Co
UNCHANGED32932900%$3.2K$3.6K+$4842026-11-05
CX Institutional
UNCHANGED32032000%$3$4+$12026-10-02
Highland Investment Advisors LLC
UNCHANGED26026000%$2.5K$2.9K+$3822026-11-09
Albion Financial Group
NEW258—+258——$2.8K—2026-10-21
Breakwater Investment Management
INCREASED250115+135+117%$1.1K$2.8K+$1.7K2026-10-20
Jnba Financial Advisors
UNCHANGED24824800%$2.4K$2.7K+$3652026-11-03
Quent Capital, LLC
UNCHANGED20320300%$1.9K$1.9K-$372026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED19719700%$1.9K$2.2K+$2892026-10-21
Monetary Solutions, Ltd
INCREASED153104+49+47%$996$1.7K+$6952026-10-22
Downshift Financial, LLC
UNCHANGED14914900%$1.4K$1.6K+$2192026-10-13
Noble Wealth Management PBC
UNCHANGED11511500%$1.1K$1.3K+$1692026-10-01
Dogwood Wealth Management LLC
DECREASED103324-221-68%$3.1K$1.1K-$2.0K2026-11-09
Foresight Capital Management Advisors, Inc.
NEW100—+100——$1.1K—2026-10-27
Mosley Wealth Management
UNCHANGED10010000%$958$1.0K+$642026-10-16
Creative Financial Designs Inc
UNCHANGED969600%$920$1.1K+$1412026-11-04
Meriwether Wealth & Planning, LLC
NEW93—+93——$1.0K—2026-10-13
Trust Co of Vermont
NEW75—+75——$829—2026-10-21
Center for Financial Planning, Inc.
NEW73—+73——$806—2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED6633+33+100%$317$730+$4132026-10-14
Gilpin Wealth Management, LLC
NEW59—+59——$652—2026-10-09
Financial Network Wealth Advisors LLC
UNCHANGED565600%$536$619+$832026-10-28
Arlington Trust Co LLC
UNCHANGED515100%$489$564+$752026-10-20
CoreCap Advisors, LLC
DECREASED4997-48-49%$929$541-$3882026-10-08
Godsey & Gibb, Inc
NEW46—+46——$509—2026-10-14
StrongBox Wealth, LLC
NEW44—+44——$486—2026-11-02
Decker Retirement Planning Inc.
UNCHANGED282800%$264$305+$412026-10-19
Godfrey Financial Associates, Inc.
UNCHANGED232300%$220$254+$342026-11-10
GHP Investment Advisors, Inc.
UNCHANGED101000%$96$111+$152026-10-15
High Note Wealth, LLC
UNCHANGED3300%$29$33+$42026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED086,369-86,369-100%$827.4K$0-$827.4K2026-10-16
Sepio Capital, LP
CLOSED018,015-18,015-100%$172.6K$0-$172.6K2026-10-22
CogentBlue Wealth Advisors, LLC
CLOSED017,345-17,345-100%$166.2K$0-$166.2K2026-10-09
Drive Wealth Management, LLC
CLOSED013,546-13,546-100%$129.8K$0-$129.8K2026-11-09
Inscription Capital, LLC
CLOSED010,589-10,589-100%$101.4K$0-$101.4K2026-11-02
SVB Wealth LLC
CLOSED010,207-10,207-100%$97.8K$0-$97.8K2026-11-06
BIP Wealth, LLC
CLOSED010,040-10,040-100%$96.2K$0-$96.2K2026-10-22
Solstein Capital, LLC
CLOSED07,058-7,058-100%$67.6K$0-$67.6K2026-11-02
Cornerstone Planning Group LLC
CLOSED02,232-2,232-100%$23.4K$0-$23.4K2026-10-16
Deutsche Bank Ag\
CLOSED0261-261-100%$2.5K$0-$2.5K2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED0169-169-100%$1.6K$0-$1.6K2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED0120-120-100%$1.2K$0-$1.2K2026-10-27
Stone House Investment Management, LLC
CLOSED021-21-100%$201$0-$2012026-10-23
Morgan Stanley
N/A—60,949,488-60,949,488-100%$583.9M———
Natixis Advisors, LLC
N/A—17,787,274-17,787,274-100%$170.4M———
Jones Financial Companies Lllp
N/A—16,833,587-16,833,587-100%$163.5M———
Goldman Sachs Group Inc
N/A—16,781,783-16,781,783-100%$160.8M———
Bank of America Corp
N/A—16,718,717-16,718,717-100%$160.2M———
BlackRock, Inc.
N/A—13,523,218-13,523,218-100%$129.6M———
Northern Trust Corp
N/A—10,633,824-10,633,824-100%$101.9M———
CIBC Bancorp USA Inc.
N/A—8,233,388-8,233,388-100%$78.9M———
American Century Companies Inc
N/A—5,693,411-5,693,411-100%$54.5M———
Quantinno Capital Management LP
N/A—4,532,615-4,532,615-100%$43.4M———
AQR Capital Management LLC
N/A—3,298,642-3,298,642-100%$31.6M———
Raymond James Financial Inc
N/A—2,936,668-2,936,668-100%$28.1M———
Lazard Asset Management LLC
N/A—2,570,358-2,570,358-100%$24.6M———
Charles Schwab Investment Management Inc
N/A—2,565,725-2,565,725-100%$24.6M———
Wilkinson Global Asset Management LLC
N/A—2,233,445-2,233,445-100%$21.4M———
JPMorgan Chase & Co
N/A—2,122,107-2,122,107-100%$20.3M———
UBS Group AG
N/A—1,769,180-1,769,180-100%$16.9M———
Massachusetts Financial Services Co
N/A—1,605,634-1,605,634-100%$16.2M———
Ramirez Asset Management, Inc.
N/A—1,400,725-1,400,725-100%$13.4M———
Millennium Management LLC
N/A—1,358,961-1,358,961-100%$13.0M———
Invesco Ltd.
N/A—1,348,258-1,348,258-100%$12.9M———
Envestnet Asset Management Inc
N/A—1,284,005-1,284,005-100%$12.3M———
Wells Fargo & Company
N/A—1,182,815-1,182,815-100%$11.3M———
O'shaughnessy Asset Management, LLC
N/A—1,180,970-1,180,970-100%$11.3M———
Mariner, LLC
N/A—1,105,423-1,105,423-100%$10.6M———
WCM Investment Management, LLC
N/A—1,099,664-1,099,664-100%$10.5M———
Pathstone Holdings, LLC
N/A—956,297-956,297-100%$9.2M———
Cerity Partners LLC
N/A—824,829-824,829-100%$7.9M———
Allianz SE
N/A—790,000-790,000-100%$7.6M———
QRG Capital Management, Inc.
N/A—765,157-765,157-100%$7.3M———
Vanguard Personalized Indexing Management, LLC
N/A—671,304-671,304-100%$6.4M———
Integrated Quantitative Investments LLC
N/A—630,481-630,481-100%$6.0M———
Callan Family Office, LLC
N/A—475,954-475,954-100%$4.6M———
Vident Advisory, LLC
N/A—446,313-446,313-100%$4.3M———
Franklin Resources Inc
N/A—427,404-427,404-100%$4.1M———
New York State Common Retirement Fund
N/A—413,029-413,029-100%$4.0M———
WCG Wealth Advisors LLC
N/A—395,257-395,257-100%$3.8M———
IEQ Capital, LLC
N/A—380,664-380,664-100%$3.6M———
Orion Porfolio Solutions, LLC
N/A—358,843-358,843-100%$3.4M———
Captrust Financial Advisors
N/A—340,258-340,258-100%$3.3M———
Naviter Wealth, LLC
N/A—338,599-338,599-100%$3.2M———
Neuberger Berman Group LLC
N/A—299,808-299,808-100%$2.9M———
Qube Research & Technologies Ltd
N/A—297,365-297,365-100%$2.8M———
Capital Research Global Investors
N/A—291,292-291,292-100%$2.8M———
First Trust Advisors LP
N/A—290,946-290,946-100%$2.8M———
UBS Asset Management Americas LLC
N/A—290,027-290,027-100%$2.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—288,649-288,649-100%$2.8M———
Stifel Financial Corp
N/A—287,275-287,275-100%$2.8M———
MML Investors Services, LLC
N/A—282,453-282,453-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—274,328-274,328-100%$2.6M———
Rhumbline Advisers
N/A—269,421-269,421-100%$2.6M———
HRT Financial LP
N/A—251,834-251,834-100%$2.4M———
Focus Partners Wealth
N/A—240,144-240,144-100%$2.3M———
Renaissance Technologies LLC
N/A—236,400-236,400-100%$2.3M———
Evolve Private Wealth, LLC
N/A—231,238-231,238-100%$2.2M———
Winton Group Ltd
N/A—229,000-229,000-100%$2.2M———
Ameriprise Financial Inc
N/A—221,590-221,590-100%$2.1M———
Mercer Global Advisors Inc
N/A—205,730-205,730-100%$2.0M———
Capital World Investors
N/A—205,628-205,628-100%$2.0M———
Toronto Dominion Bank
N/A—198,000-198,000-100%$1.9M———
Bleakley Financial Group, LLC
N/A—195,994-195,994-100%$1.9M———
Cetera Investment Advisers
N/A—194,517-194,517-100%$1.9M———
Strategic Global Advisors, LLC
N/A—191,715-191,715-100%$2.0M———
Sivia Capital Partners, LLC
N/A—188,206-188,206-100%$1.8M———
Sequoia Financial Advisors, LLC
N/A—178,125-178,125-100%$1.7M———
CIBC World Market Inc.
N/A—165,373-165,373-100%$1.6M———
Ballentine Partners, LLC
N/A—161,793-161,793-100%$1.5M———
Caprock Group, LLC
N/A—161,363-161,363-100%$1.5M———
Trexquant Investment LP
N/A—155,661-155,661-100%$1.5M———
BNP Paribas Financial Markets
N/A—150,401-150,401-100%$1.4M———
Summit Trail Advisors, LLC
N/A—147,792-147,792-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—140,151-140,151-100%$1.3M———
Smartleaf Asset Management LLC
N/A—139,392-139,392-100%$1.3M———
SIT Investment Associates Inc
N/A—139,000-139,000-100%$1.3M———
Royal Bank of Canada
N/A—134,034-134,034-100%$1.3M———
Voleon Capital Management LP
N/A—130,944-130,944-100%$1.3M———
SEI Investments Co
N/A—130,791-130,791-100%$1.3M———
Syon Capital LLC
N/A—130,693-130,693-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—125,872-125,872-100%$1.2M———
Venturi Wealth Management, LLC
N/A—112,495-112,495-100%$1.1M———
Engineers Gate Manager LP
N/A—111,373-111,373-100%$1.1M———
Arax Advisory Partners
N/A—107,210-107,210-100%$1.0M———
Alphadyne Asset Management LP
N/A—101,250-101,250-100%$970.0K———
Sanctuary Advisors, LLC
N/A—92,269-92,269-100%$883.9K———
Dorsey & Whitney Trust Co LLC
N/A—85,063-85,063-100%$814.9K———
Glenmede Trust Co NA
N/A—82,936-82,936-100%$794.5K———
Guardian Capital LP
N/A—81,975-81,975-100%$785.3K———
Flow Traders U.S. LLC
N/A—81,163-81,163-100%$778.0K———
Northwestern Mutual Wealth Management Co
N/A—78,570-78,570-100%$752.7K———
Osaic Holdings, Inc.
N/A—74,940-74,940-100%$717.9K———
Balyasny Asset Management L.P.
N/A—69,582-69,582-100%$666.6K———
Entropy Technologies, LP
N/A—67,384-67,384-100%$645.5K———
Guggenheim Capital LLC
N/A—67,246-67,246-100%$644.2K———
Checchi Capital Advisers, LLC
N/A—62,249-62,249-100%$596.3K———
Jain Global LLC
N/A—62,219-62,219-100%$596.1K———
Shelton Capital Management
N/A—61,989-61,989-100%$593.9K———
EntryPoint Capital, LLC
N/A—59,559-59,559-100%$570.6K———
Susquehanna International Group, LLP
N/A—58,981-58,981-100%$565.0K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—58,644-58,644-100%$561.8K———
Rehmann Capital Advisory Group
N/A—58,220-58,220-100%$557.8K———
Ellevest, Inc.
N/A—55,740-55,740-100%$534.0K———
Dynasty Wealth Management, LLC
N/A—54,480-54,480-100%$521.9K———
Quantbot Technologies LP
N/A—51,857-51,857-100%$496.8K———
&partners
N/A—51,571-51,571-100%$494.6K———
Focus Partners Advisor Solutions, LLC
N/A—51,464-51,464-100%$493.0K———
Bridgewater Advisors Inc.
N/A—42,094-42,094-100%$431.9K———
Frec Markets, Inc.
N/A—41,633-41,633-100%$398.8K———
Empowered Funds, LLC
N/A—39,638-39,638-100%$379.7K———
MAI Capital Management
N/A—39,512-39,512-100%$378.5K———
EWA, LLC
N/A—35,880-35,880-100%$343.7K———
EP Wealth Advisors, LLC
N/A—35,647-35,647-100%$341.5K———
Aviso Financial Inc.
N/A—35,579-35,579-100%$340.8K———
Commerce Bank
N/A—33,208-33,208-100%$318.1K———
Independent Advisor Alliance
N/A—33,153-33,153-100%$317.6K———
Mattson Financial Services, LLC
N/A—32,735-32,735-100%$337.8K———
Schonfeld Strategic Advisors LLC
N/A—31,563-31,563-100%$302.4K———
Jackson Thornton Wealth Management, LLC
N/A—31,554-31,554-100%$302.3K———
Alliancebernstein L.P.
N/A—31,155-31,155-100%$247.4K———
Brown Financial Advisors
N/A—30,114-30,114-100%$288.5K———
New Republic Capital, LLC
N/A—29,781-29,781-100%$285.3K———
Qtron Investments LLC
N/A—29,469-29,469-100%$282.3K———
State Street Corp
N/A—29,400-29,400-100%$281.7K———
Envestnet Portfolio Solutions, Inc.
N/A—29,009-29,009-100%$277.9K———
Kingsview Wealth Management, LLC
N/A—28,963-28,963-100%$277.5K———
Baldwin Investment Management, LLC
N/A—28,800-28,800-100%$275.9K———
Tidal Investments LLC
N/A—28,144-28,144-100%$269.6K———
Calydon Capital
N/A—27,753-27,753-100%$265.9K———
Arkadios Wealth Advisors
N/A—27,685-27,685-100%$265.2K———
FOX RUN Management, L.L.C.
N/A—25,883-25,883-100%$248.0K———
Flputnam Investment Management Co
N/A—25,717-25,717-100%$246.4K———
Waverly Advisors, LLC
N/A—25,492-25,492-100%$244.2K———
Beacon Pointe Advisors, LLC
N/A—24,000-24,000-100%$229.9K———
Keebeck Wealth Management
N/A—23,839-23,839-100%$228.4K———
NewEdge Wealth, LLC
N/A—23,556-23,556-100%$225.7K———
Global Retirement Partners, LLC
N/A—22,646-22,646-100%$216.9K———
Principal Securities, Inc.
N/A—22,528-22,528-100%$215.8K———
Snowden Capital Advisors LLC
N/A—22,193-22,193-100%$212.6K———
Keel Point, LLC
N/A—22,016-22,016-100%$210.9K———
Centiva Capital, LP
N/A—21,895-21,895-100%$209.8K———
NewEdge Advisors, LLC
N/A—21,722-21,722-100%$208.1K———
Stonebrook Private Inc.
N/A—20,586-20,586-100%$197.2K———
Prosperity Consulting Group, LLC
N/A—20,388-20,388-100%$195.3K———
Huntington National Bank
N/A—20,243-20,243-100%$193.9K———
Ingalls & Snyder LLC
N/A—20,000-20,000-100%$192.0K———
Pure Financial Advisors, LLC
N/A—19,253-19,253-100%$184.4K———
Savvy Advisors, Inc.
N/A—18,961-18,961-100%$181.6K———
Mayflower Financial Advisors, LLC
N/A—18,824-18,824-100%$180.3K———
Flatrock Wealth Partners LLC
N/A—18,818-18,818-100%$180.3K———
Brown Brothers Harriman & Co
N/A—18,494-18,494-100%$177.2K———
OneAscent Investment Solutions LLC
N/A—18,045-18,045-100%$172.9K———
Marietta Investment Partners LLC
N/A—17,200-17,200-100%$164.8K———
Pallas Capital Advisors LLC
N/A—16,867-16,867-100%$161.6K———
Two Sigma Investments, LP
N/A—16,400-16,400-100%$157.1K———
GTS Securities LLC
N/A—16,110-16,110-100%$154.3K———
Integrated Wealth Concepts LLC
N/A—16,076-16,076-100%$154.0K———
Cresset Asset Management, LLC
N/A—15,946-15,946-100%$152.8K———
Icon Wealth Advisors, LLC
N/A—15,394-15,394-100%$147.5K———
Virtu Financial LLC
N/A—15,307-15,307-100%$147.0K———
Blair William & Co
N/A—14,993-14,993-100%$143.6K———
GeoWealth Management, LLC
N/A—14,821-14,821-100%$142.0K———
Seeds Investor LLC
N/A—14,788-14,788-100%$141.7K———
Rothschild Investment LLC
N/A—13,897-13,897-100%$133.1K———
Tranquilli Financial Advisor LLC
N/A—13,470-13,470-100%$129.0K———
Composition Wealth, LLC
N/A—12,665-12,665-100%$121.3K———
Magnolia Private Wealth, LLC
N/A—12,415-12,415-100%$118.9K———
Foundations Investment Advisors, LLC
N/A—12,330-12,330-100%$118.1K———
Aspen Grove Capital, LLC
N/A—12,141-12,141-100%$116.3K———
Two Sigma Securities, LLC
N/A—12,039-12,039-100%$115.3K———
OneDigital Investment Advisors LLC
N/A—11,275-11,275-100%$108.0K———
Advisory Services Network, LLC
N/A—10,775-10,775-100%$103.2K———
Choate Investment Advisors
N/A—10,587-10,587-100%$101.4K———
Knightsbridge Asset Management, LLC
N/A—10,560-10,560-100%$101.2K———
Range Advisory, LLC
N/A—10,518-10,518-100%$100.8K———
Curi Capital, LLC
N/A—10,162-10,162-100%$97.4K———
National Philanthropic Trust
N/A—10,110-10,110-100%$96.9K———
Benjamin Edwards Inc
N/A—10,062-10,062-100%$96.4K———
Basecamp Wealth Advisors LLC
N/A—6,946-6,946-100%$66.5K———
Bruce G. Allen Investments, LLC
N/A—5,396-5,396-100%$51.7K———
Group One Trading LLC
N/A—3,894-3,894-100%$37.3K———
BFC Planning, Inc.
N/A—3,753-3,753-100%$36.0K———
Elequin Capital, LP
N/A—3,636-3,636-100%$34.8K———
GW&K Investment Management, LLC
N/A—2,752-2,752-100%$26———
HHM Wealth Advisors, LLC
N/A—2,350-2,350-100%$22.5K———
Federated Hermes, Inc.
N/A—2,301-2,301-100%$22.0K———
Raffa Wealth Management, LLC
N/A—2,203-2,203-100%$21.1K———
SHP Wealth Management
N/A—1,848-1,848-100%$17.7K———
Capital Analysts, LLC
N/A—1,791-1,791-100%$17———
Cornerstone Financial Management LLC
N/A—1,466-1,466-100%$14.0K———
Fiduciary Financial Advisors
N/A—1,415-1,415-100%$13.5K———
Kilter Group LLC
N/A—1,299-1,299-100%$12.4K———
JPL Wealth Management, LLC
N/A—1,247-1,247-100%$11.9K———
Ameritas Advisory Services, LLC
N/A—1,189-1,189-100%$11.4K———
EFG International AG
N/A—999-999-100%$9.6K———
BOK Financial Private Wealth, Inc.
N/A—969-969-100%$9.3K———
Manning & Napier Advisors LLC
N/A—794-794-100%$7.6K———
Aventura Private Wealth, LLC
N/A—765-765-100%$7.3K———
Ninepoint Partners LP
N/A—752-752-100%$7.2K———
Tower Research Capital LLC (TRC)
N/A—698-698-100%$6.7K———
Ancora Advisors LLCA
N/A—637-637-100%$6.1K———
IMA Advisory Services, Inc.
N/A—618-618-100%$5.9K———
Transamerica Financial Advisors, LLC
N/A—524-524-100%$5.0K———
Synergy Investment Management, LLC
N/A—377-377-100%$3.7K———
Bravera Wealth
N/A—363-363-100%$3.5K———
Allied Private Wealth LLC
N/A—346-346-100%$3.5K———
Private Wealth Asset Management, LLC
N/A—316-316-100%$3.0K———
Marshall Investment Management, LLC
N/A—285-285-100%$2.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—279-279-100%$2.7K———
MidFirst Bank
N/A—253-253-100%$2.4K———
Beaird Harris Wealth Management, LLC
N/A—242-242-100%$2.3K———
Copia Wealth Management
N/A—229-229-100%$2.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—204-204-100%$2.0K———
LRI Investments, LLC
N/A—193-193-100%$1.8K———
Bogart Wealth, LLC
N/A—180-180-100%$1.7K———
Glen Eagle Advisors, LLC
N/A—167-167-100%$1.6K———
CVA Family Office, LLC
N/A—131-131-100%$1.3K———
PIN OAK Investment Advisors Inc
N/A—97-97-100%$1———
ST Germain D J Co Inc
N/A—96-96-100%$920———
TD Capital Management LLC
N/A—85-85-100%$812———
Game Plan Financial Advisors, LLC
N/A—58-58-100%$556———
Showing 509 of 509 institutions