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Mobility Global Inc (MBGL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
William Blair Investment Management, LLC
NEW
Shares5,291,068
Change+5,291,068
Value$90.7M
Filed 2026-11-06
Mawer Investment Management Ltd.
NEW
Shares3,706,568
Change+3,706,568
Value$63.6M
Filed 2026-11-06
Geode Capital Management, LLC
NEW
Shares3,391,832
Change+3,391,832
Value$58.2M
Filed 2026-11-06
Alberta Investment Management Corp
NEW
Shares2,268,150
Change+2,268,150
Value$38.9M
Filed 2026-11-09
Deroy & Devereaux Private Investment Counsel Inc
NEW
Shares1,723,240
Change+1,723,240
Value$29.6K
Filed 2026-10-26
Principal Financial Group Inc
NEW
Shares1,398,292
Change+1,398,292
Value$24.0M
Filed 2026-11-02
Bank of New York Mellon Corp
NEW
Shares1,275,285
Change+1,275,285
Value$21.9M
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
NEW
Shares1,162,478
Change+1,162,478
Value$19.9M
Filed 2026-11-05
Barclays PLC
NEW
Shares1,069,970
Change+1,069,970
Value$18.3M
Filed 2026-11-06
Ninety One UK Ltd
NEW
Shares888,914
Change+888,914
Value$15.2M
Filed 2026-10-15
Dimensional Fund Advisors LP
NEW
Shares785,497
Change+785,497
Value$13.5M
Filed 2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
NEW
Shares731,279
Change+731,279
Value$12.5M
Filed 2026-11-06
PNC Financial Services Group, Inc.
NEW
Shares649,657
Change+649,657
Value$11.1M
Filed 2026-11-06
Bank of Montreal
NEW
Shares630,953
Change+630,953
Value$10.8M
Filed 2026-11-09
Fenimore Asset Management Inc
NEW
Shares608,454
Change+608,454
Value$10.4M
Filed 2026-10-08
Aberdeen Group plc
NEW
Shares531,475
Change+531,475
Value$30.7M
Filed 2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED
Shares483,600 from 508,000
Change-24,400 (-5%)
Value$8.3M (-$2.9M)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
NEW
Shares442,608
Change+442,608
Value$7.6K
Filed 2026-11-05
Creative Planning
NEW
Shares415,308
Change+415,308
Value$7.1M
Filed 2026-11-02
Natixis
NEW
Shares384,874
Change+384,874
Value$6.6M
Filed 2026-11-06
Russell Investments Group, Ltd.
NEW
Shares367,363
Change+367,363
Value$6.3M
Filed 2026-11-06
Pacifica Capital Investments, LLC
NEW
Shares356,502
Change+356,502
Value$6.1M
Filed 2026-11-05
Squarepoint Ops LLC
NEW
Shares343,827
Change+343,827
Value$5.9M
Filed 2026-11-09
LPL Financial LLC
NEW
Shares266,633
Change+266,633
Value$4.6M
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares264,905 from 24,711
Change+240,194 (+972%)
Value$4.5M (+$4.0M)
Filed 2026-11-06
New York State Teachers Retirement System
NEW
Shares245,194
Change+245,194
Value$4.2K
Filed 2026-10-22
Pacific Capital Partners Ltd
NEW
Shares216,245
Change+216,245
Value$3.7M
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares195,833 from 14,364
Change+181,469 (+1263%)
Value$3.4K (+$3.0K)
Filed 2026-11-05
Deutsche Bank Ag\
NEW
Shares178,021
Change+178,021
Value$3.1M
Filed 2026-11-06
US Bancorp \de\
NEW
Shares177,266
Change+177,266
Value$3.0M
Filed 2026-11-05
Illinois Municipal Retirement Fund
NEW
Shares160,066
Change+160,066
Value$2.7M
Filed 2026-11-05
Fifth Third Bancorp
NEW
Shares139,828
Change+139,828
Value$2.4M
Filed 2026-11-05
Louisiana State Employees Retirement System
NEW
Shares125,600
Change+125,600
Value$2.2M
Filed 2026-10-20
Douglas Lane & Associates, LLC
NEW
Shares124,711
Change+124,711
Value$2.1M
Filed 2026-10-09
GHP Investment Advisors, Inc.
NEW
Shares119,207
Change+119,207
Value$2.0M
Filed 2026-10-15
Markel Group Inc.
NEW
Shares117,690
Change+117,690
Value$2.0M
Filed 2026-10-30
Vela Investment Management, LLC
NEW
Shares113,361
Change+113,361
Value$1.9M
Filed 2026-11-09
Handelsbanken Fonder AB
NEW
Shares111,548
Change+111,548
Value$1.9K
Filed 2026-11-09
Lifetime Wealth Management P.C.
NEW
Shares100,000
Change+100,000
Value$1.7M
Filed 2026-10-29
State of New Jersey Common Pension Fund D
NEW
Shares98,639
Change+98,639
Value$1.7M
Filed 2026-11-05
Swedbank AB
NEW
Shares86,635
Change+86,635
Value$1.5M
Filed 2026-10-27
Amalgamated Bank
NEW
Shares83,877
Change+83,877
Value$1.4K
Filed 2026-10-23
Arizona State Retirement System
NEW
Shares83,073
Change+83,073
Value$1.4M
Filed 2026-11-03
Vaughan David Investments LLC
NEW
Shares82,152
Change+82,152
Value$1.4K
Filed 2026-11-05
Maryland State Retirement & Pension System
NEW
Shares81,422
Change+81,422
Value$1.4M
Filed 2026-11-05
Yousif Capital Management, LLC
NEW
Shares79,193
Change+79,193
Value$1.4M
Filed 2026-10-22
D.A. Davidson & Co.
NEW
Shares78,244
Change+78,244
Value$1.3M
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares69,464
Change+69,464
Value$1.2M
Filed 2026-11-03
Amundi
DECREASED
Shares68,409 from 1,378,679
Change-1,310,270 (-95%)
Value$1.2M (-$29.2M)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
NEW
Shares66,146
Change+66,146
Value$1.1M
Filed 2026-10-30
Ninety One North America, Inc.
NEW
Shares65,126
Change+65,126
Value$1.1M
Filed 2026-10-15
Nisa Investment Advisors, LLC
NEW
Shares64,923
Change+64,923
Value$1.1M
Filed 2026-10-20
Applied Capital LLC
NEW
Shares58,833
Change+58,833
Value$1.0M
Filed 2026-10-07
Cullinan Associates Inc
NEW
Shares58,400
Change+58,400
Value$1.0M
Filed 2026-11-03
Citigroup Inc
NEW
Shares57,364
Change+57,364
Value$983.8K
Filed 2026-11-04
C WorldWide Group Holding A/S
NEW
Shares55,486
Change+55,486
Value$952
Filed 2026-11-04
Segment Wealth Management, LLC
NEW
Shares50,457
Change+50,457
Value$865.3K
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
NEW
Shares49,729
Change+49,729
Value$853
Filed 2026-11-02
Sumitomo Mitsui Trust Group, Inc.
NEW
Shares49,550
Change+49,550
Value$849.8K
Filed 2026-10-29
State of Alaska, Department of Revenue
NEW
Shares49,529
Change+49,529
Value$849
Filed 2026-10-15
Strs Ohio
NEW
Shares48,799
Change+48,799
Value$836.9K
Filed 2026-10-30
Keybank National Association
NEW
Shares47,672
Change+47,672
Value$817.6K
Filed 2026-11-04
Truist Financial Corp
NEW
Shares47,434
Change+47,434
Value$813.5K
Filed 2026-10-30
Pictet Asset Management Holding SA
NEW
Shares47,121
Change+47,121
Value$808.1K
Filed 2026-11-03
Police & Firemen's Retirement System of New Jersey
NEW
Shares43,269
Change+43,269
Value$742.1K
Filed 2026-11-09
Fiduciary Alliance LLC
NEW
Shares43,056
Change+43,056
Value$738.4K
Filed 2026-10-13
Caldwell Sutter Capital, Inc.
NEW
Shares37,100
Change+37,100
Value$636.3K
Filed 2026-11-09
Mutual of America Capital Management LLC
NEW
Shares36,592
Change+36,592
Value$627.6K
Filed 2026-10-23
OP Asset Management Ltd
NEW
Shares33,956
Change+33,956
Value$582.3K
Filed 2026-11-05
Carlson Capital, L.P.
NEW
Shares33,000
Change+33,000
Value$566.0K
Filed 2026-11-09
Moors & Cabot, Inc.
NEW
Shares32,738
Change+32,738
Value$561.5K
Filed 2026-11-06
Lecap Asset Management LTD
NEW
Shares32,381
Change+32,381
Value$555.3K
Filed 2026-10-27
KBC Group NV
NEW
Shares31,522
Change+31,522
Value$541
Filed 2026-10-22
Atria Investments, Inc
NEW
Shares29,193
Change+29,193
Value$500.7K
Filed 2026-10-15
Swiss Life Asset Management Ltd
NEW
Shares28,752
Change+28,752
Value$493.1K
Filed 2026-11-03
Imc-Chicago, LLC
NEW
Shares28,626
Change+28,626
Value$490.9K
Filed 2026-11-05
Exchange Traded Concepts, LLC
NEW
Shares28,359
Change+28,359
Value$486.4K
Filed 2026-10-28
Commonwealth Equity Services, LLC
NEW
Shares28,101
Change+28,101
Value$481.9K
Filed 2026-11-02
Sendero Wealth Management, LLC
NEW
Shares27,581
Change+27,581
Value$473.0K
Filed 2026-10-14
Nykredit A/S
NEW
Shares27,036
Change+27,036
Value$463.7K
Filed 2026-11-06
OFI Invest Asset Management
NEW
Shares26,657
Change+26,657
Value$402.5K
Filed 2026-11-06
Clear Harbor Asset Management, LLC
NEW
Shares25,025
Change+25,025
Value$429.2K
Filed 2026-11-05
Choreo, LLC
NEW
Shares24,780
Change+24,780
Value$425.0K
Filed 2026-10-28
Generali Asset Management SPA SGR
NEW
Shares23,379
Change+23,379
Value$401.0K
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares23,224 from 44,757
Change-21,533 (-48%)
Value$419.9K (-$511.1K)
Filed 2026-10-13
Chicago Capital, LLC
NEW
Shares22,303
Change+22,303
Value$382.5K
Filed 2026-10-13
Moran Wealth Management, LLC
NEW
Shares22,058
Change+22,058
Value$378.3K
Filed 2026-10-22
Xponance LLC
NEW
Shares21,783
Change+21,783
Value$373.6K
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
NEW
Shares21,533
Change+21,533
Value$431.9K
Filed 2026-10-29
Signaturefd, LLC
NEW
Shares21,426
Change+21,426
Value$367.5K
Filed 2026-10-23
Ninety One SA (PTY) Ltd
NEW
Shares21,209
Change+21,209
Value$369.3K
Filed 2026-10-15
Danica Pension, Livsforsikringsaktieselskab
NEW
Shares21,034
Change+21,034
Value$360.7K
Filed 2026-11-09
Wealthfront Advisers LLC
NEW
Shares20,854
Change+20,854
Value$357.6K
Filed 2026-11-09
CIBC Asset Management Inc
NEW
Shares20,097
Change+20,097
Value$344.7K
Filed 2026-11-05
YHB Investment Advisors, Inc.
NEW
Shares19,982
Change+19,982
Value$342.7K
Filed 2026-10-08
Citizens Financial Group Inc
NEW
Shares18,657
Change+18,657
Value$320.0K
Filed 2026-10-23
Eurizon Capital SGR S.p.A.
DECREASED
Shares18,432 from 31,788
Change-13,356 (-42%)
Value$318.7K (-$382.2K)
Filed 2026-11-06
Balentine LLC
NEW
Shares18,118
Change+18,118
Value$310.7K
Filed 2026-11-03
Kestra Private Wealth Services, LLC
NEW
Shares17,690
Change+17,690
Value$303.4K
Filed 2026-11-06
Kintegral Advisory, LLC
NEW
Shares17,501
Change+17,501
Value$300.1K
Filed 2026-10-16
Fulcrum Asset Management LLP
NEW
Shares17,501
Change+17,501
Value$311.5K
Filed 2026-11-04
Bellecapital International Ltd.
NEW
Shares17,168
Change+17,168
Value$294.4K
Filed 2026-10-21
Academy Capital Management
NEW
Shares17,102
Change+17,102
Value$293.3K
Filed 2026-11-05
Oppenheimer Asset Management Inc.
NEW
Shares17,049
Change+17,049
Value$292.4K
Filed 2026-10-27
Bank Pictet & Cie (Europe) AG
NEW
Shares16,739
Change+16,739
Value$287.1K
Filed 2026-10-20
Eagle Global Advisors LLC
NEW
Shares16,502
Change+16,502
Value$283.0K
Filed 2026-11-02
Philip James Wealth Mangement, LLC
NEW
Shares15,902
Change+15,902
Value$272.7K
Filed 2026-10-27
Cullen T Bankers, Inc.
NEW
Shares15,730
Change+15,730
Value$269.8K
Filed 2026-10-28
Merit Financial Group, LLC
NEW
Shares15,267
Change+15,267
Value$261.8K
Filed 2026-11-06
Regions Financial Corp
NEW
Shares15,134
Change+15,134
Value$259.5K
Filed 2026-11-05
Granite Investment Partners, LLC
NEW
Shares15,114
Change+15,114
Value$259.2K
Filed 2026-11-04
Greenwood Capital Associates LLC
NEW
Shares14,948
Change+14,948
Value$256.4K
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
NEW
Shares14,487
Change+14,487
Value$248.5K
Filed 2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares14,380
Change+14,380
Value$247
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
NEW
Shares14,228
Change+14,228
Value$244.0K
Filed 2026-10-19
LBP AM SA
NEW
Shares13,912
Change+13,912
Value$238.6K
Filed 2026-11-06
Kornitzer Capital Management Inc
NEW
Shares13,853
Change+13,853
Value$237.6K
Filed 2026-11-03
Krilogy Financial LLC
NEW
Shares13,824
Change+13,824
Value$250.4K
Filed 2026-10-13
Raiffeisen Bank International AG
NEW
Shares13,412
Change+13,412
Value$238.7K
Filed 2026-10-28
HB Wealth Management, LLC
NEW
Shares12,924
Change+12,924
Value$221.6K
Filed 2026-10-23
Sentinel Trust Co LBA
NEW
Shares12,729
Change+12,729
Value$218
Filed 2026-11-03
Ethic Inc.
NEW
Shares12,581
Change+12,581
Value$215.8K
Filed 2026-11-03
Quilter Plc
NEW
Shares11,937
Change+11,937
Value$204.7K
Filed 2026-10-21
Gryphon Financial Partners LLC
NEW
Shares11,912
Change+11,912
Value$204.3K
Filed 2026-11-04
Chicago Partners Investment Group LLC
NEW
Shares11,905
Change+11,905
Value$223.3K
Filed 2026-10-27
SS&H Financial Advisors, Inc.
NEW
Shares11,887
Change+11,887
Value$204
Filed 2026-10-28
Farther Finance Advisors, LLC
NEW
Shares11,794
Change+11,794
Value$202.3K
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
NEW
Shares11,788
Change+11,788
Value$202.2K
Filed 2026-10-22
Middleton & Co Inc
NEW
Shares11,730
Change+11,730
Value$201.2K
Filed 2026-10-23
Highland Capital Management, LLC
NEW
Shares11,712
Change+11,712
Value$200.9K
Filed 2026-10-26
Kestra Advisory Services, LLC
NEW
Shares11,620
Change+11,620
Value$199.3K
Filed 2026-11-02
Crestwood Advisors Group, LLC
NEW
Shares10,773
Change+10,773
Value$184.8K
Filed 2026-10-27
ABN Amro Investment Solutions
NEW
Shares10,662
Change+10,662
Value$182.9K
Filed 2026-10-21
Kanawha Capital Management LLC
NEW
Shares10,222
Change+10,222
Value$175.3K
Filed 2026-10-19
Windmill Hill Asset Management Ltd
NEW
Shares10,172
Change+10,172
Value$174.5K
Filed 2026-10-28
King Luther Capital Management Corp
NEW
Shares10,030
Change+10,030
Value$172.0K
Filed 2026-11-05
First Horizon Corp
NEW
Shares10,000
Change+10,000
Value$171.5K
Filed 2026-10-26
State of Wyoming
NEW
Shares9,755
Change+9,755
Value$167.3K
Filed 2026-10-28
Bessemer Group Inc
NEW
Shares9,318
Change+9,318
Value$160
Filed 2026-11-09
Bretton Capital Management, LLC
NEW
Shares9,300
Change+9,300
Value$159.5K
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares8,820
Change+8,820
Value$151.6K
Filed 2026-10-29
Fisher Funds Management LTD
NEW
Shares8,667
Change+8,667
Value$148.6K
Filed 2026-10-13
Skylands Capital, LLC
NEW
Shares8,535
Change+8,535
Value$146.4K
Filed 2026-10-21
Independence Bank of Kentucky
NEW
Shares8,345
Change+8,345
Value$143.1K
Filed 2026-10-26
Kentucky Farm Bureau Mutual Insurance Co
NEW
Shares8,000
Change+8,000
Value$137.2K
Filed 2026-11-06
Clearstead Advisors, LLC
NEW
Shares7,527
Change+7,527
Value$129.0K
Filed 2026-11-06
Settian Capital LP
NEW
Shares7,422
Change+7,422
Value$127.3K
Filed 2026-11-06
Parallel Advisors, LLC
NEW
Shares7,260
Change+7,260
Value$124.5K
Filed 2026-11-03
Bokf, NA
NEW
Shares7,253
Change+7,253
Value$124.4K
Filed 2026-10-27
Gamma Investing LLC
NEW
Shares7,051
Change+7,051
Value$120.9K
Filed 2026-10-08
TD Waterhouse Canada Inc.
NEW
Shares6,621
Change+6,621
Value$117.3K
Filed 2026-10-16
Harbor Capital Advisors, Inc.
NEW
Shares6,430
Change+6,430
Value$110
Filed 2026-10-22
Collier Financial
NEW
Shares5,917
Change+5,917
Value$101.5K
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
NEW
Shares5,792
Change+5,792
Value$99.3K
Filed 2026-10-05
Central Trust Co
NEW
Shares5,781
Change+5,781
Value$99.1K
Filed 2026-11-05
Eos Management, L.P.
NEW
Shares5,727
Change+5,727
Value$98.2K
Filed 2026-10-27
UMB Bank, n.a.
NEW
Shares5,610
Change+5,610
Value$96.2K
Filed 2026-11-06
Simplex Trading, LLC
NEW
Shares5,239
Change+5,239
Value$89.8K
Filed 2026-11-04
Bdf-Gestion
NEW
Shares4,893
Change+4,893
Value$83.9K
Filed 2026-10-19
Private Trust Co NA
NEW
Shares4,520
Change+4,520
Value$77.5K
Filed 2026-10-20
Cooper Investors PTY LTD
NEW
Shares4,417
Change+4,417
Value$75.8K
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW
Shares3,997
Change+3,997
Value$68.5K
Filed 2026-10-27
Birch Capital Management, LLC
NEW
Shares3,837
Change+3,837
Value$65.8K
Filed 2026-10-27
Leonteq Securities AG
NEW
Shares3,667
Change+3,667
Value$62.9K
Filed 2026-10-29
Strengthening Families & Communities, LLC
NEW
Shares3,503
Change+3,503
Value$60.1K
Filed 2026-10-21
Compagnie Lombard Odier SCmA
NEW
Shares3,458
Change+3,458
Value$59.3K
Filed 2026-11-04
Eastern Bank
NEW
Shares3,200
Change+3,200
Value$54.9K
Filed 2026-10-05
Mather Group, Llc.
NEW
Shares3,200
Change+3,200
Value$54.9K
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares2,949
Change+2,949
Value$50.6K
Filed 2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW
Shares2,881
Change+2,881
Value$49.4K
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
NEW
Shares2,819
Change+2,819
Value$48.3K
Filed 2026-10-30
Salomon & Ludwin, LLC
INCREASED
Shares2,650 from 229
Change+2,421 (+1057%)
Value$45.4K (+$40.6K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
NEW
Shares2,454
Change+2,454
Value$42.1K
Filed 2026-10-22
Montag A & Associates Inc
NEW
Shares2,416
Change+2,416
Value$41.4K
Filed 2026-10-29
Boit C F David
NEW
Shares2,350
Change+2,350
Value$40.3K
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
NEW
Shares2,213
Change+2,213
Value$37.9K
Filed 2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
NEW
Shares1,900
Change+1,900
Value$32.6K
Filed 2026-10-19
Harbor Investment Advisory, LLC
NEW
Shares1,847
Change+1,847
Value$31.7K
Filed 2026-10-13
TD Private Client Wealth LLC
NEW
Shares1,847
Change+1,847
Value$31.7K
Filed 2026-10-28
Advisors Preferred, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$31.0K (-$4.7K)
Filed 2026-11-09
CX Institutional
NEW
Shares1,723
Change+1,723
Value$30
Filed 2026-10-02
Assetmark, Inc
NEW
Shares1,723
Change+1,723
Value$29.6K
Filed 2026-10-21
Duncker Streett & Co Inc
NEW
Shares1,666
Change+1,666
Value$28.6K
Filed 2026-10-27
SBI Securities Co., Ltd.
NEW
Shares1,644
Change+1,644
Value$28.2K
Filed 2026-10-22
Owl Creek Wealth Partners LLC
NEW
Shares1,532
Change+1,532
Value$26.3K
Filed 2026-10-20
PFA Pension, Forsikringsaktieselskab
NEW
Shares1,492
Change+1,492
Value$25.6K
Filed 2026-11-06
Sterling Capital Management LLC
NEW
Shares1,487
Change+1,487
Value$25.5K
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
NEW
Shares1,483
Change+1,483
Value$25.4K
Filed 2026-10-07
Provenance Wealth Advisors, LLC
NEW
Shares1,397
Change+1,397
Value$24.0K
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares1,337
Change+1,337
Value$22.9K
Filed 2026-11-05
V-Square Quantitative Management LLC
NEW
Shares1,326
Change+1,326
Value$22.7K
Filed 2026-10-15
Compass Wealth Management LLC
NEW
Shares1,142
Change+1,142
Value$19.6K
Filed 2026-10-22
Peck Wealth Management, LLC
NEW
Shares1,132
Change+1,132
Value$19.4K
Filed 2026-10-29
Pflug Koory, LLC
NEW
Shares1,127
Change+1,127
Value$19.3K
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
NEW
Shares1,111
Change+1,111
Value$19.1K
Filed 2026-10-27
IFP Advisors, Inc
NEW
Shares1,064
Change+1,064
Value$18.2K
Filed 2026-10-16
Ameliora Wealth Management Ltd.
NEW
Shares1,018
Change+1,018
Value$17.5K
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares901
Change+901
Value$15.5K
Filed 2026-10-15
Banque de Luxembourg S.A.
NEW
Shares896
Change+896
Value$15.4K
Filed 2026-10-14
CoreCap Advisors, LLC
NEW
Shares892
Change+892
Value$15.3K
Filed 2026-10-08
Quent Capital, LLC
NEW
Shares882
Change+882
Value$17.4K
Filed 2026-11-09
Parkside Financial Bank & Trust
NEW
Shares881
Change+881
Value$15.1K
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares879
Change+879
Value$15.1K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares875
Change+875
Value$15.0K
Filed 2026-11-06
Smithfield Trust Co
NEW
Shares875
Change+875
Value$10
Filed 2026-11-09
Grove Bank & Trust
NEW
Shares866
Change+866
Value$14.9K
Filed 2026-10-08
Acima Private Wealth, LLC
NEW
Shares826
Change+826
Value$14.2K
Filed 2026-10-05
Wilkerson Advisory Group LLC
NEW
Shares809
Change+809
Value$13.9K
Filed 2026-10-20
Investors Research Corp
NEW
Shares787
Change+787
Value$13.5K
Filed 2026-10-07
United Community Bank
NEW
Shares779
Change+779
Value$13.4K
Filed 2026-10-28
Byrne Asset Management LLC
NEW
Shares762
Change+762
Value$13.5K
Filed 2026-10-06
Manchester Capital Management LLC
NEW
Shares761
Change+761
Value$13.1K
Filed 2026-10-22
Centerpoint Advisors, LLC
NEW
Shares731
Change+731
Value$13
Filed 2026-11-05
City Holding Co
NEW
Shares720
Change+720
Value$12.3K
Filed 2026-10-19
EverSource Wealth Advisors, LLC
NEW
Shares711
Change+711
Value$12.2K
Filed 2026-11-04
Zions Bancorporation, National Association
NEW
Shares709
Change+709
Value$12.2K
Filed 2026-11-06
TFC Financial Management, Inc.
NEW
Shares700
Change+700
Value$12.0K
Filed 2026-10-26
Elevated Capital Advisors, LLC
NEW
Shares700
Change+700
Value$12.0K
Filed 2026-11-04
Meramec Financial Planners, LLC
INCREASED
Shares693 from 640
Change+53 (+8%)
Value$13.6K (+$414)
Filed 2026-11-09
Bell Investment Advisors, Inc
NEW
Shares667
Change+667
Value$11.4K
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
NEW
Shares607
Change+607
Value$10.4K
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares605
Change+605
Value$10.4K
Filed 2026-10-27
Capital Advisors, Ltd. LLC
NEW
Shares599
Change+599
Value$10
Filed 2026-10-27
Cromwell Holdings LLC
NEW
Shares597
Change+597
Value$10.2K
Filed 2026-10-28
Community Bank, N.A.
NEW
Shares588
Change+588
Value$10.1K
Filed 2026-11-06
Covestor Ltd
NEW
Shares588
Change+588
Value$10
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
NEW
Shares586
Change+586
Value$10.1K
Filed 2026-11-02
Albion Financial Group
NEW
Shares584
Change+584
Value$10.0K
Filed 2026-10-21
Versant Capital Management, Inc
NEW
Shares578
Change+578
Value$9.9K
Filed 2026-10-02
StrongBox Wealth, LLC
NEW
Shares575
Change+575
Value$9.9K
Filed 2026-11-02
City State Bank
NEW
Shares574
Change+574
Value$9.8K
Filed 2026-10-20
Harbour Investments, Inc.
NEW
Shares568
Change+568
Value$9.7K
Filed 2026-11-09
Kentucky Trust Co
NEW
Shares565
Change+565
Value$9.7K
Filed 2026-10-15
NBH Bank
NEW
Shares555
Change+555
Value$9.5K
Filed 2026-11-05
Sava Infond d.o.o.
NEW
Shares540
Change+540
Value$9.3K
Filed 2026-10-28
Alerus Financial NA
NEW
Shares539
Change+539
Value$9.2K
Filed 2026-11-09
Key FInancial Inc
NEW
Shares522
Change+522
Value$9.0K
Filed 2026-11-02
Financial Perspectives, Inc
NEW
Shares519
Change+519
Value$8.9K
Filed 2026-11-03
Larson Financial Group LLC
NEW
Shares519
Change+519
Value$8.9K
Filed 2026-11-05
GGM Financial LLC
NEW
Shares514
Change+514
Value$8.8K
Filed 2026-11-05
WestEnd Advisors, LLC
NEW
Shares476
Change+476
Value$8.2K
Filed 2026-10-27
Deseret Mutual Benefit Administrators
NEW
Shares451
Change+451
Value$7.7K
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
NEW
Shares440
Change+440
Value$7.5K
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares418
Change+418
Value$7.2K
Filed 2026-11-05
Richardson Capital Management LLC
NEW
Shares400
Change+400
Value$6.9K
Filed 2026-10-23
Eurizon SLJ Capital Ltd
NEW
Shares377
Change+377
Value$6.5K
Filed 2026-11-06
Physician Wealth Advisors, Inc.
NEW
Shares375
Change+375
Value$6.4K
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW
Shares370
Change+370
Value$6.3K
Filed 2026-10-14
Alta Capital Management LLC/
NEW
Shares362
Change+362
Value$6.2K
Filed 2026-10-26
Danske Bank A/S
NEW
Shares350
Change+350
Value$6.0K
Filed 2026-11-09
Chilton Capital Management LLC
NEW
Shares337
Change+337
Value$5.8K
Filed 2026-10-28
Pittenger & Anderson Inc
NEW
Shares323
Change+323
Value$5.5K
Filed 2026-11-02
Planning Strategies Inc.
NEW
Shares313
Change+313
Value$5.4K
Filed 2026-10-02
Oakworth Capital, Inc.
INCREASED
Shares311 from 131
Change+180 (+137%)
Value$5.3K (+$2.6K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW
Shares303
Change+303
Value$5.2K
Filed 2026-10-16
Security National Bank
NEW
Shares300
Change+300
Value$5.1K
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
NEW
Shares281
Change+281
Value$4.8K
Filed 2026-10-23
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares277
Change+277
Value$5
Filed 2026-11-02
Silver Grove Financial Group, Inc.
NEW
Shares263
Change+263
Value$4.5K
Filed 2026-11-05
Princeton Global Asset Management LLC
NEW
Shares259
Change+259
Value$4.4K
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
NEW
Shares250
Change+250
Value$4.3K
Filed 2026-10-16
IFG Advisory, LLC
NEW
Shares244
Change+244
Value$4.2K
Filed 2026-11-09
Legacies Wealth LLC
NEW
Shares232
Change+232
Value$4.0K
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares232 from 2
Change+230 (+11500%)
Value$4.1K (+$4.1K)
Filed 2026-10-27
General Partner, Inc.
NEW
Shares218
Change+218
Value$3.7K
Filed 2026-10-05
Essential Partners LLC
NEW
Shares215
Change+215
Value$3.7K
Filed 2026-10-14
Quaker Wealth Management, LLC
NEW
Shares210
Change+210
Value$3.6K
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares209
Change+209
Value$3.6K
Filed 2026-10-21
CNB Bank
NEW
Shares208
Change+208
Value$3.6K
Filed 2026-11-09
Financial Consulate, Inc
NEW
Shares201
Change+201
Value$3.4K
Filed 2026-10-23
Central Pacific Bank - Trust Division
NEW
Shares198
Change+198
Value$3.4K
Filed 2026-10-06
Atwood & Palmer Inc
NEW
Shares195
Change+195
Value$3.3K
Filed 2026-10-08
Lanark Financial, Inc.
NEW
Shares192
Change+192
Value$3.3K
Filed 2026-10-26
JFS Wealth Advisors, LLC
NEW
Shares185
Change+185
Value$3.2K
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares185
Change+185
Value$3.2K
Filed 2026-11-03
Mascoma Wealth Management LLC
NEW
Shares174
Change+174
Value$3.0K
Filed 2026-10-23
Evermay Wealth Management LLC
NEW
Shares169
Change+169
Value$2.9K
Filed 2026-11-05
Pinnacle Bancorp, Inc.
NEW
Shares169
Change+169
Value$2.9K
Filed 2026-10-21
West Paces Advisors Inc.
NEW
Shares166
Change+166
Value$2.8K
Filed 2026-10-13
Silvant Capital Management LLC
NEW
Shares164
Change+164
Value$2.8K
Filed 2026-11-09
Darwin Wealth Management, LLC
NEW
Shares163
Change+163
Value$2.8K
Filed 2026-11-09
MV Capital Management, Inc.
NEW
Shares160
Change+160
Value$2.7K
Filed 2026-10-29
Golden State Wealth Management, LLC
NEW
Shares151
Change+151
Value$2.6K
Filed 2026-11-02
Westside Investment Management, Inc.
NEW
Shares150
Change+150
Value$2.6K
Filed 2026-11-02
Strive Financial Group,LLC
NEW
Shares146
Change+146
Value$2.5K
Filed 2026-11-09
TrinityBridge Ltd
NEW
Shares142
Change+142
Value$2
Filed 2026-10-30
Compass Financial Management LLC
INCREASED
Shares142 from 133
Change+9 (+7%)
Value$2.4K (-$379)
Filed 2026-10-30
DT Investment Partners, LLC
NEW
Shares138
Change+138
Value$2.4K
Filed 2026-10-27
Valley National Advisers Inc
NEW
Shares137
Change+137
Value$2.4K
Filed 2026-10-23
Citizens National Bank Trust Department
NEW
Shares134
Change+134
Value$2.3K
Filed 2026-11-04
GoalVest Advisory LLC
NEW
Shares133
Change+133
Value$2.3K
Filed 2026-10-02
Mechanics Financial Corp
NEW
Shares125
Change+125
Value$2.1K
Filed 2026-11-05
Trust Co of Toledo NA
NEW
Shares123
Change+123
Value$2.1K
Filed 2026-10-16
Rational Advisors, Inc.
NEW
Shares120
Change+120
Value$2.1K
Filed 2026-11-02
Dorato Capital Management
DECREASED
Shares120 from 176
Change-56 (-32%)
Value$2.1K (-$1.6K)
Filed 2026-10-08
SJS Investment Consulting Inc.
NEW
Shares118
Change+118
Value$2.0K
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares116
Change+116
Value$2.0K
Filed 2026-10-29
Vision Financial Markets LLC
DECREASED
Shares116 from 156
Change-40 (-26%)
Value$2.0K (-$1.5K)
Filed 2026-10-22
Tompkins Financial Corp
NEW
Shares115
Change+115
Value$2.0K
Filed 2026-10-05
Tounjian Advisory Partners, LLC
NEW
Shares114
Change+114
Value$2.0K
Filed 2026-11-04
Hanson & Doremus Investment Management
NEW
Shares102
Change+102
Value$2
Filed 2026-10-16
Arlington Trust Co LLC
NEW
Shares100
Change+100
Value$1.7K
Filed 2026-10-20
Sfam, LLC
NEW
Shares99
Change+99
Value$1.7K
Filed 2026-11-03
Clearstead Trust, LLC
NEW
Shares97
Change+97
Value$1.7K
Filed 2026-11-06
Elevation Wealth Partners, LLC
NEW
Shares97
Change+97
Value$1.7K
Filed 2026-10-07
Align Financial, LLC
NEW
Shares96
Change+96
Value$1.6K
Filed 2026-10-16
Fortis Group Advisors, LLC
NEW
Shares93
Change+93
Value$1.6K
Filed 2026-11-06
Hilton Head Capital Partners, LLC
NEW
Shares92
Change+92
Value$1.6K
Filed 2026-10-23
Addison Advisors LLC
NEW
Shares88
Change+88
Value$1.5K
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
NEW
Shares86
Change+86
Value$1.5K
Filed 2026-10-30
Hager Investment Management Services, LLC
NEW
Shares85
Change+85
Value$1.5K
Filed 2026-11-04
Motco
NEW
Shares80
Change+80
Value$1.4K
Filed 2026-11-09
Birch Financial Group, LLC
NEW
Shares80
Change+80
Value$1.4K
Filed 2026-10-27
Axxion S.A.
DECREASED
Shares79 from 1,679
Change-1,600 (-95%)
Value$1.4K (-$34.2K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
NEW
Shares75
Change+75
Value$1.3K
Filed 2026-11-02
Highline Wealth Partners LLC
NEW
Shares75
Change+75
Value$1.3K
Filed 2026-10-19
Rosenberg Matthew Hamilton
NEW
Shares75
Change+75
Value$1.3K
Filed 2026-10-05
Disciplina Capital Management LLC
NEW
Shares74
Change+74
Value$1.3K
Filed 2026-11-06
Essential Investment Partners LLC
NEW
Shares74
Change+74
Value$1.3K
Filed 2026-10-27
Gen-Wealth Partners Inc
NEW
Shares74
Change+74
Value$1.3K
Filed 2026-11-04
Ares Financial Consulting, LLC
NEW
Shares73
Change+73
Value$1.3K
Filed 2026-10-19
Greykasell Wealth Strategies, Inc.
NEW
Shares72
Change+72
Value$1.2K
Filed 2026-11-09
North Point Portfolio Managers Corp
NEW
Shares72
Change+72
Value$1.2K
Filed 2026-10-07
Bangor Savings Bank
NEW
Shares70
Change+70
Value$1.2K
Filed 2026-10-06
Hazlett, Burt & Watson, Inc.
NEW
Shares69
Change+69
Value$1
Filed 2026-11-04
WPG Advisers, LLC
NEW
Shares67
Change+67
Value$1.1K
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
NEW
Shares66
Change+66
Value$1.1K
Filed 2026-10-29
Armstrong Advisory Group, Inc
NEW
Shares65
Change+65
Value$1.1K
Filed 2026-10-09
Ascentis Wealth Management, LLC
NEW
Shares65
Change+65
Value$1.1K
Filed 2026-11-03
Bank of New Hampshire
NEW
Shares65
Change+65
Value$1.1K
Filed 2026-10-06
Boyd Watterson Asset Management LLC
NEW
Shares64
Change+64
Value$1.1K
Filed 2026-11-06
First Command Advisory Services, Inc.
NEW
Shares62
Change+62
Value$1.1K
Filed 2026-11-05
True Wealth Design, LLC
NEW
Shares61
Change+61
Value$1.0K
Filed 2026-10-13
Heritage Family Offices, LLP
NEW
Shares60
Change+60
Value$1.0K
Filed 2026-11-02
Center for Financial Planning, Inc.
NEW
Shares59
Change+59
Value$1.0K
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
NEW
Shares59
Change+59
Value$1.0K
Filed 2026-10-20
Hickory Point Bank & Trust
NEW
Shares58
Change+58
Value$995
Filed 2026-10-01
Beacon Investment Advisory Services, Inc.
NEW
Shares56
Change+56
Value$961
Filed 2026-10-13
North Star Investment Management Corp.
NEW
Shares55
Change+55
Value$944
Filed 2026-10-27
Hilltop National Bank
NEW
Shares53
Change+53
Value$909
Filed 2026-10-14
Fortitude Family Office, LLC
NEW
Shares52
Change+52
Value$892
Filed 2026-10-14
Cheviot Value Management, LLC
NEW
Shares52
Change+52
Value$892
Filed 2026-11-09
United Financial Planning Group LLC
NEW
Shares50
Change+50
Value$858
Filed 2026-11-04
Private Wealth Management Group, LLC
NEW
Shares48
Change+48
Value$824
Filed 2026-10-19
Valued Wealth Advisors LLC
NEW
Shares47
Change+47
Value$807
Filed 2026-11-05
Asset Dedication, LLC
NEW
Shares46
Change+46
Value$789
Filed 2026-11-03
Creative Capital Management Investments LLC
NEW
Shares45
Change+45
Value$772
Filed 2026-10-28
PFS Partners, LLC
NEW
Shares45
Change+45
Value$775
Filed 2026-10-21
Kingdom Financial Group Llc.
NEW
Shares45
Change+45
Value$774
Filed 2026-11-04
Washington Trust Advisors, Inc.
NEW
Shares44
Change+44
Value$755
Filed 2026-10-22
Polaris Financial Partners
NEW
Shares36
Change+36
Value$1
Filed 2026-10-02
Maseco LLP
NEW
Shares36
Change+36
Value$618
Filed 2026-10-27
Mcdonald Partners LLC
NEW
Shares35
Change+35
Value$600
Filed 2026-11-03
KFG LLC
NEW
Shares35
Change+35
Value$600
Filed 2026-11-02
University of Texas S AM Investment Management Co
NEW
Shares35
Change+35
Value$600
Filed 2026-11-03
Nfsg Corp
NEW
Shares34
Change+34
Value$583
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
NEW
Shares34
Change+34
Value$583
Filed 2026-11-02
Fairscale Capital, LLC
NEW
Shares32
Change+32
Value$605
Filed 2026-11-04
MTM Investment Management, LLC
NEW
Shares32
Change+32
Value$549
Filed 2026-10-30
10Elms LLP
NEW
Shares29
Change+29
Value$497
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
NEW
Shares27
Change+27
Value$464
Filed 2026-10-15
Brown, Lisle Ings, Inc.
NEW
Shares27
Change+27
Value$463
Filed 2026-10-16
Bare Financial Services, Inc
NEW
Shares27
Change+27
Value$463
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares26
Change+26
Value$438
Filed 2026-10-27
PlanVest Financial, Inc
NEW
Shares25
Change+25
Value$429
Filed 2026-11-09
Gilpin Wealth Management, LLC
NEW
Shares25
Change+25
Value$429
Filed 2026-10-09
First Bancorp, Inc
NEW
Shares25
Change+25
Value$429
Filed 2026-10-26
Southern Michigan Bank & Trust
NEW
Shares25
Change+25
Value$429
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW
Shares24
Change+24
Value$412
Filed 2026-11-03
High Note Wealth, LLC
NEW
Shares24
Change+24
Value$412
Filed 2026-10-27
Acumen Wealth Advisors, LLC
NEW
Shares24
Change+24
Value$412
Filed 2026-11-05
Signature Equity Partners, LLC
NEW
Shares23
Change+23
Value$395
Filed 2026-10-29
Intesa Sanpaolo Wealth Management
NEW
Shares23
Change+23
Value$394
Filed 2026-10-28
Picton Mahoney Asset Management
NEW
Shares23
Change+23
Value$394
Filed 2026-11-09
Advocate Investing Services LLC
NEW
Shares22
Change+22
Value$377
Filed 2026-10-26
Cape Investment Advisory, Inc.
NEW
Shares21
Change+21
Value$360
Filed 2026-10-13
Horizon Financial Services, LLC
NEW
Shares21
Change+21
Value$360
Filed 2026-11-04
Triumph Capital Management
NEW
Shares20
Change+20
Value$343
Filed 2026-10-14
CKW Financial Group
INCREASED
Shares20 from 1
Change+19 (+1900%)
Value$0 ($0)
Filed 2026-10-29
Markowski Investments
NEW
Shares19
Change+19
Value$326
Filed 2026-10-30
Proathlete Wealth Management LLC
NEW
Shares19
Change+19
Value$325
Filed 2026-10-15
Abound Wealth Management
NEW
Shares18
Change+18
Value$310
Filed 2026-10-26
Gables Capital Management Inc.
NEW
Shares18
Change+18
Value$309
Filed 2026-11-04
Hughes Financial Services, LLC
NEW
Shares18
Change+18
Value$341
Filed 2026-10-30
SouthState Bank Corp
NEW
Shares17
Change+17
Value$292
Filed 2026-11-09
J.Safra Asset Management Corp
NEW
Shares16
Change+16
Value$274
Filed 2026-11-03
Lloyd Advisory Services, Llc.
NEW
Shares16
Change+16
Value$275
Filed 2026-11-02
First Pacific Financial
NEW
Shares15
Change+15
Value$259
Filed 2026-10-14
Clark Wealth Partners
NEW
Shares15
Change+15
Value$258
Filed 2026-10-19
Nemes Rush Group LLC
NEW
Shares15
Change+15
Value$259
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
NEW
Shares14
Change+14
Value$241
Filed 2026-10-16
Burk Holdings LLC
NEW
Shares14
Change+14
Value$240
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares11
Change+11
Value$189
Filed 2026-10-13
Roble, Belko & Company, Inc
NEW
Shares10
Change+10
Value$0
Filed 2026-11-09
Dogwood Wealth Management LLC
NEW
Shares10
Change+10
Value$172
Filed 2026-11-09
Evolution Wealth Management Inc.
NEW
Shares10
Change+10
Value$172
Filed 2026-10-28
Tidemark, LLC
NEW
Shares10
Change+10
Value$172
Filed 2026-11-09
Rydar Equities, Inc.
NEW
Shares9
Change+9
Value$156
Filed 2026-10-13
Wolff Wiese Magana LLC
NEW
Shares8
Change+8
Value$138
Filed 2026-10-15
Davis Capital Management
NEW
Shares8
Change+8
Value$137
Filed 2026-10-08
Clayton Financial Group LLC
NEW
Shares7
Change+7
Value$121
Filed 2026-10-13
Barrett & Company, Inc.
NEW
Shares7
Change+7
Value$120
Filed 2026-10-22
Fairman Group, LLC
NEW
Shares7
Change+7
Value$120
Filed 2026-10-26
Paladin Partners, LLC
NEW
Shares7
Change+7
Value$120
Filed 2026-10-06
Burkett Financial Services, LLC
NEW
Shares6
Change+6
Value$102
Filed 2026-10-01
NorthAvenue LLC
NEW
Shares6
Change+6
Value$103
Filed 2026-10-29
Investment Research & Advisory Group, Inc.
NEW
Shares6
Change+6
Value$103
Filed 2026-10-19
Country Trust Bank
NEW
Shares6
Change+6
Value$103
Filed 2026-10-30
Toth Financial Advisory Corp
NEW
Shares6
Change+6
Value$103
Filed 2026-10-08
Bay Harbor Wealth Management, LLC
NEW
Shares5
Change+5
Value$86
Filed 2026-11-03
First Premier Bank
NEW
Shares5
Change+5
Value$0
Filed 2026-10-13
Sawyer & Company, Inc
NEW
Shares5
Change+5
Value$86
Filed 2026-10-21
Archer Investment Corp
NEW
Shares5
Change+5
Value$86
Filed 2026-11-05
Bernzott Capital Advisors
NEW
Shares5
Change+5
Value$86
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$69
Filed 2026-11-05
POM Investment Strategies, LLC
NEW
Shares4
Change+4
Value$69
Filed 2026-10-20
Lummis Asset Management, LP
NEW
Shares4
Change+4
Value$69
Filed 2026-11-09
Concord Wealth Partners
NEW
Shares4
Change+4
Value$69
Filed 2026-11-02
McCarley & Cook Financial Planners
NEW
Shares4
Change+4
Value$69
Filed 2026-10-21
Torren Management, LLC
NEW
Shares4
Change+4
Value$69
Filed 2026-10-29
Buck Wealth Strategies, LLC
NEW
Shares4
Change+4
Value$69
Filed 2026-10-28
Financial Management Professionals, Inc.
NEW
Shares4
Change+4
Value$69
Filed 2026-10-23
Networth Advisors, LLC
NEW
Shares4
Change+4
Value$69
Filed 2026-11-03
1620 Investment Advisors, Inc.
NEW
Shares4
Change+4
Value$69
Filed 2026-11-04
Retirement Wealth Solutions LLC
NEW
Shares4
Change+4
Value$69
Filed 2026-10-07
Bullock Wealth Management Group
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$71 (-$14)
Filed 2026-10-09
Entrust Financial LLC
NEW
Shares3
Change+3
Value$52
Filed 2026-11-04
Key Capital Management, Inc
NEW
Shares3
Change+3
Value$51
Filed 2026-11-03
James T. Borello RIA
NEW
Shares3
Change+3
Value$51
Filed 2026-10-16
Mosley Wealth Management
NEW
Shares3
Change+3
Value$56
Filed 2026-10-16
Great Lakes Advisors, LLC
NEW
Shares2
Change+2
Value$28
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
NEW
Shares2
Change+2
Value$35
Filed 2026-10-15
West Branch Capital LLC
NEW
Shares1
Change+1
Value$18
Filed 2026-10-20
Downshift Financial, LLC
NEW
Shares1
Change+1
Value$17
Filed 2026-10-13
Montgomery Financial Services LLC
NEW
Shares1
Change+1
Value$17
Filed 2026-11-03
Hoey Investments, Inc
NEW
Shares1
Change+1
Value$18
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares1
Change+1
Value$17
Filed 2026-10-09
Vest Financial, LLC
CLOSED
Shares0 from 115,712
Change-115,712 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$19.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-16
Sankala Group LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-09
RMG Wealth Management LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$392)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$245)
Filed 2026-11-05
Price T Rowe Associates Inc
N/A
Shares— from 554,421
Change-554,421 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 512,310
Change-512,310 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 430,390
Change-430,390 (-100%)
Value—
FIL Ltd
N/A
Shares— from 216,216
Change-216,216 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 172,718
Change-172,718 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 171,111
Change-171,111 (-100%)
Value—
Gates Capital Management, Inc.
N/A
Shares— from 61,358
Change-61,358 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 51,891
Change-51,891 (-100%)
Value—
Boston Partners
N/A
Shares— from 51,413
Change-51,413 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 50,931
Change-50,931 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 31,504
Change-31,504 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 17,847
Change-17,847 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 522
Change-522 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 85
Change-85 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
William Blair Investment Management, LLC
NEW5,291,068—+5,291,068——$90.7M—2026-11-06
Mawer Investment Management Ltd.
NEW3,706,568—+3,706,568——$63.6M—2026-11-06
Geode Capital Management, LLC
NEW3,391,832—+3,391,832——$58.2M—2026-11-06
Alberta Investment Management Corp
NEW2,268,150—+2,268,150——$38.9M—2026-11-09
Deroy & Devereaux Private Investment Counsel Inc
NEW1,723,240—+1,723,240——$29.6K—2026-10-26
Principal Financial Group Inc
NEW1,398,292—+1,398,292——$24.0M—2026-11-02
Bank of New York Mellon Corp
NEW1,275,285—+1,275,285——$21.9M—2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
NEW1,162,478—+1,162,478——$19.9M—2026-11-05
Barclays PLC
NEW1,069,970—+1,069,970——$18.3M—2026-11-06
Ninety One UK Ltd
NEW888,914—+888,914——$15.2M—2026-10-15
Dimensional Fund Advisors LP
NEW785,497—+785,497——$13.5M—2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
NEW731,279—+731,279——$12.5M—2026-11-06
PNC Financial Services Group, Inc.
NEW649,657—+649,657——$11.1M—2026-11-06
Bank of Montreal
NEW630,953—+630,953——$10.8M—2026-11-09
Fenimore Asset Management Inc
NEW608,454—+608,454——$10.4M—2026-10-08
Aberdeen Group plc
NEW531,475—+531,475——$30.7M—2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED483,600508,000-24,400-5%$11.2M$8.3M-$2.9M2026-11-02
Thompson Siegel & Walmsley LLC
NEW442,608—+442,608——$7.6K—2026-11-05
Creative Planning
NEW415,308—+415,308——$7.1M—2026-11-02
Natixis
NEW384,874—+384,874——$6.6M—2026-11-06
Russell Investments Group, Ltd.
NEW367,363—+367,363——$6.3M—2026-11-06
Pacifica Capital Investments, LLC
NEW356,502—+356,502——$6.1M—2026-11-05
Squarepoint Ops LLC
NEW343,827—+343,827——$5.9M—2026-11-09
LPL Financial LLC
NEW266,633—+266,633——$4.6M—2026-11-06
Savant Capital, LLC
INCREASED264,90524,711+240,194+972%$524.1K$4.5M+$4.0M2026-11-06
New York State Teachers Retirement System
NEW245,194—+245,194——$4.2K—2026-10-22
Pacific Capital Partners Ltd
NEW216,245—+216,245——$3.7M—2026-10-28
Thrivent Financial for Lutherans
INCREASED195,83314,364+181,469+1263%$317$3.4K+$3.0K2026-11-05
Deutsche Bank Ag\
NEW178,021—+178,021——$3.1M—2026-11-06
US Bancorp \de\
NEW177,266—+177,266——$3.0M—2026-11-05
Illinois Municipal Retirement Fund
NEW160,066—+160,066——$2.7M—2026-11-05
Fifth Third Bancorp
NEW139,828—+139,828——$2.4M—2026-11-05
Louisiana State Employees Retirement System
NEW125,600—+125,600——$2.2M—2026-10-20
Douglas Lane & Associates, LLC
NEW124,711—+124,711——$2.1M—2026-10-09
GHP Investment Advisors, Inc.
NEW119,207—+119,207——$2.0M—2026-10-15
Markel Group Inc.
NEW117,690—+117,690——$2.0M—2026-10-30
Vela Investment Management, LLC
NEW113,361—+113,361——$1.9M—2026-11-09
Handelsbanken Fonder AB
NEW111,548—+111,548——$1.9K—2026-11-09
Lifetime Wealth Management P.C.
NEW100,000—+100,000——$1.7M—2026-10-29
State of New Jersey Common Pension Fund D
NEW98,639—+98,639——$1.7M—2026-11-05
Swedbank AB
NEW86,635—+86,635——$1.5M—2026-10-27
Amalgamated Bank
NEW83,877—+83,877——$1.4K—2026-10-23
Arizona State Retirement System
NEW83,073—+83,073——$1.4M—2026-11-03
Vaughan David Investments LLC
NEW82,152—+82,152——$1.4K—2026-11-05
Maryland State Retirement & Pension System
NEW81,422—+81,422——$1.4M—2026-11-05
Yousif Capital Management, LLC
NEW79,193—+79,193——$1.4M—2026-10-22
D.A. Davidson & Co.
NEW78,244—+78,244——$1.3M—2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW69,464—+69,464——$1.2M—2026-11-03
Amundi
DECREASED68,4091,378,679-1,310,270-95%$30.4M$1.2M-$29.2M2026-11-06
Oregon Public Employees Retirement Fund
NEW66,146—+66,146——$1.1M—2026-10-30
Ninety One North America, Inc.
NEW65,126—+65,126——$1.1M—2026-10-15
Nisa Investment Advisors, LLC
NEW64,923—+64,923——$1.1M—2026-10-20
Applied Capital LLC
NEW58,833—+58,833——$1.0M—2026-10-07
Cullinan Associates Inc
NEW58,400—+58,400——$1.0M—2026-11-03
Citigroup Inc
NEW57,364—+57,364——$983.8K—2026-11-04
C WorldWide Group Holding A/S
NEW55,486—+55,486——$952—2026-11-04
Segment Wealth Management, LLC
NEW50,457—+50,457——$865.3K—2026-10-26
Cambridge Investment Research Advisors, Inc.
NEW49,729—+49,729——$853—2026-11-02
Sumitomo Mitsui Trust Group, Inc.
NEW49,550—+49,550——$849.8K—2026-10-29
State of Alaska, Department of Revenue
NEW49,529—+49,529——$849—2026-10-15
Strs Ohio
NEW48,799—+48,799——$836.9K—2026-10-30
Keybank National Association
NEW47,672—+47,672——$817.6K—2026-11-04
Truist Financial Corp
NEW47,434—+47,434——$813.5K—2026-10-30
Pictet Asset Management Holding SA
NEW47,121—+47,121——$808.1K—2026-11-03
Police & Firemen's Retirement System of New Jersey
NEW43,269—+43,269——$742.1K—2026-11-09
Fiduciary Alliance LLC
NEW43,056—+43,056——$738.4K—2026-10-13
Caldwell Sutter Capital, Inc.
NEW37,100—+37,100——$636.3K—2026-11-09
Mutual of America Capital Management LLC
NEW36,592—+36,592——$627.6K—2026-10-23
OP Asset Management Ltd
NEW33,956—+33,956——$582.3K—2026-11-05
Carlson Capital, L.P.
NEW33,000—+33,000——$566.0K—2026-11-09
Moors & Cabot, Inc.
NEW32,738—+32,738——$561.5K—2026-11-06
Lecap Asset Management LTD
NEW32,381—+32,381——$555.3K—2026-10-27
KBC Group NV
NEW31,522—+31,522——$541—2026-10-22
Atria Investments, Inc
NEW29,193—+29,193——$500.7K—2026-10-15
Swiss Life Asset Management Ltd
NEW28,752—+28,752——$493.1K—2026-11-03
Imc-Chicago, LLC
NEW28,626—+28,626——$490.9K—2026-11-05
Exchange Traded Concepts, LLC
NEW28,359—+28,359——$486.4K—2026-10-28
Commonwealth Equity Services, LLC
NEW28,101—+28,101——$481.9K—2026-11-02
Sendero Wealth Management, LLC
NEW27,581—+27,581——$473.0K—2026-10-14
Nykredit A/S
NEW27,036—+27,036——$463.7K—2026-11-06
OFI Invest Asset Management
NEW26,657—+26,657——$402.5K—2026-11-06
Clear Harbor Asset Management, LLC
NEW25,025—+25,025——$429.2K—2026-11-05
Choreo, LLC
NEW24,780—+24,780——$425.0K—2026-10-28
Generali Asset Management SPA SGR
NEW23,379—+23,379——$401.0K—2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED23,22444,757-21,533-48%$930.9K$419.9K-$511.1K2026-10-13
Chicago Capital, LLC
NEW22,303—+22,303——$382.5K—2026-10-13
Moran Wealth Management, LLC
NEW22,058—+22,058——$378.3K—2026-10-22
Xponance LLC
NEW21,783—+21,783——$373.6K—2026-11-03
Fideuram Asset Management (Ireland) dac
NEW21,533—+21,533——$431.9K—2026-10-29
Signaturefd, LLC
NEW21,426—+21,426——$367.5K—2026-10-23
Ninety One SA (PTY) Ltd
NEW21,209—+21,209——$369.3K—2026-10-15
Danica Pension, Livsforsikringsaktieselskab
NEW21,034—+21,034——$360.7K—2026-11-09
Wealthfront Advisers LLC
NEW20,854—+20,854——$357.6K—2026-11-09
CIBC Asset Management Inc
NEW20,097—+20,097——$344.7K—2026-11-05
YHB Investment Advisors, Inc.
NEW19,982—+19,982——$342.7K—2026-10-08
Citizens Financial Group Inc
NEW18,657—+18,657——$320.0K—2026-10-23
Eurizon Capital SGR S.p.A.
DECREASED18,43231,788-13,356-42%$700.9K$318.7K-$382.2K2026-11-06
Balentine LLC
NEW18,118—+18,118——$310.7K—2026-11-03
Kestra Private Wealth Services, LLC
NEW17,690—+17,690——$303.4K—2026-11-06
Kintegral Advisory, LLC
NEW17,501—+17,501——$300.1K—2026-10-16
Fulcrum Asset Management LLP
NEW17,501—+17,501——$311.5K—2026-11-04
Bellecapital International Ltd.
NEW17,168—+17,168——$294.4K—2026-10-21
Academy Capital Management
NEW17,102—+17,102——$293.3K—2026-11-05
Oppenheimer Asset Management Inc.
NEW17,049—+17,049——$292.4K—2026-10-27
Bank Pictet & Cie (Europe) AG
NEW16,739—+16,739——$287.1K—2026-10-20
Eagle Global Advisors LLC
NEW16,502—+16,502——$283.0K—2026-11-02
Philip James Wealth Mangement, LLC
NEW15,902—+15,902——$272.7K—2026-10-27
Cullen T Bankers, Inc.
NEW15,730—+15,730——$269.8K—2026-10-28
Merit Financial Group, LLC
NEW15,267—+15,267——$261.8K—2026-11-06
Regions Financial Corp
NEW15,134—+15,134——$259.5K—2026-11-05
Granite Investment Partners, LLC
NEW15,114—+15,114——$259.2K—2026-11-04
Greenwood Capital Associates LLC
NEW14,948—+14,948——$256.4K—2026-10-27
Hennion & Walsh Asset Management, Inc.
NEW14,487—+14,487——$248.5K—2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
NEW14,380—+14,380——$247—2026-10-22
Linden Thomas Advisory Services, LLC
NEW14,228—+14,228——$244.0K—2026-10-19
LBP AM SA
NEW13,912—+13,912——$238.6K—2026-11-06
Kornitzer Capital Management Inc
NEW13,853—+13,853——$237.6K—2026-11-03
Krilogy Financial LLC
NEW13,824—+13,824——$250.4K—2026-10-13
Raiffeisen Bank International AG
NEW13,412—+13,412——$238.7K—2026-10-28
HB Wealth Management, LLC
NEW12,924—+12,924——$221.6K—2026-10-23
Sentinel Trust Co LBA
NEW12,729—+12,729——$218—2026-11-03
Ethic Inc.
NEW12,581—+12,581——$215.8K—2026-11-03
Quilter Plc
NEW11,937—+11,937——$204.7K—2026-10-21
Gryphon Financial Partners LLC
NEW11,912—+11,912——$204.3K—2026-11-04
Chicago Partners Investment Group LLC
NEW11,905—+11,905——$223.3K—2026-10-27
SS&H Financial Advisors, Inc.
NEW11,887—+11,887——$204—2026-10-28
Farther Finance Advisors, LLC
NEW11,794—+11,794——$202.3K—2026-10-08
Fifth Third Wealth Advisors LLC
NEW11,788—+11,788——$202.2K—2026-10-22
Middleton & Co Inc
NEW11,730—+11,730——$201.2K—2026-10-23
Highland Capital Management, LLC
NEW11,712—+11,712——$200.9K—2026-10-26
Kestra Advisory Services, LLC
NEW11,620—+11,620——$199.3K—2026-11-02
Crestwood Advisors Group, LLC
NEW10,773—+10,773——$184.8K—2026-10-27
ABN Amro Investment Solutions
NEW10,662—+10,662——$182.9K—2026-10-21
Kanawha Capital Management LLC
NEW10,222—+10,222——$175.3K—2026-10-19
Windmill Hill Asset Management Ltd
NEW10,172—+10,172——$174.5K—2026-10-28
King Luther Capital Management Corp
NEW10,030—+10,030——$172.0K—2026-11-05
First Horizon Corp
NEW10,000—+10,000——$171.5K—2026-10-26
State of Wyoming
NEW9,755—+9,755——$167.3K—2026-10-28
Bessemer Group Inc
NEW9,318—+9,318——$160—2026-11-09
Bretton Capital Management, LLC
NEW9,300—+9,300——$159.5K—2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
NEW8,820—+8,820——$151.6K—2026-10-29
Fisher Funds Management LTD
NEW8,667—+8,667——$148.6K—2026-10-13
Skylands Capital, LLC
NEW8,535—+8,535——$146.4K—2026-10-21
Independence Bank of Kentucky
NEW8,345—+8,345——$143.1K—2026-10-26
Kentucky Farm Bureau Mutual Insurance Co
NEW8,000—+8,000——$137.2K—2026-11-06
Clearstead Advisors, LLC
NEW7,527—+7,527——$129.0K—2026-11-06
Settian Capital LP
NEW7,422—+7,422——$127.3K—2026-11-06
Parallel Advisors, LLC
NEW7,260—+7,260——$124.5K—2026-11-03
Bokf, NA
NEW7,253—+7,253——$124.4K—2026-10-27
Gamma Investing LLC
NEW7,051—+7,051——$120.9K—2026-10-08
TD Waterhouse Canada Inc.
NEW6,621—+6,621——$117.3K—2026-10-16
Harbor Capital Advisors, Inc.
NEW6,430—+6,430——$110—2026-10-22
Collier Financial
NEW5,917—+5,917——$101.5K—2026-11-06
MassMutual Private Wealth & Trust, FSB
NEW5,792—+5,792——$99.3K—2026-10-05
Central Trust Co
NEW5,781—+5,781——$99.1K—2026-11-05
Eos Management, L.P.
NEW5,727—+5,727——$98.2K—2026-10-27
UMB Bank, n.a.
NEW5,610—+5,610——$96.2K—2026-11-06
Simplex Trading, LLC
NEW5,239—+5,239——$89.8K—2026-11-04
Bdf-Gestion
NEW4,893—+4,893——$83.9K—2026-10-19
Private Trust Co NA
NEW4,520—+4,520——$77.5K—2026-10-20
Cooper Investors PTY LTD
NEW4,417—+4,417——$75.8K—2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW3,997—+3,997——$68.5K—2026-10-27
Birch Capital Management, LLC
NEW3,837—+3,837——$65.8K—2026-10-27
Leonteq Securities AG
NEW3,667—+3,667——$62.9K—2026-10-29
Strengthening Families & Communities, LLC
NEW3,503—+3,503——$60.1K—2026-10-21
Compagnie Lombard Odier SCmA
NEW3,458—+3,458——$59.3K—2026-11-04
Eastern Bank
NEW3,200—+3,200——$54.9K—2026-10-05
Mather Group, Llc.
NEW3,200—+3,200——$54.9K—2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW2,949—+2,949——$50.6K—2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW2,881—+2,881——$49.4K—2026-10-22
Foster Dykema Cabot & Partners, LLC
NEW2,819—+2,819——$48.3K—2026-10-30
Salomon & Ludwin, LLC
INCREASED2,650229+2,421+1057%$4.9K$45.4K+$40.6K2026-10-29
Farmers & Merchants Investments Inc
NEW2,454—+2,454——$42.1K—2026-10-22
Montag A & Associates Inc
NEW2,416—+2,416——$41.4K—2026-10-29
Boit C F David
NEW2,350—+2,350——$40.3K—2026-10-29
Ashurst Perkins Coie Trust Co
NEW2,213—+2,213——$37.9K—2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
NEW1,900—+1,900——$32.6K—2026-10-19
Harbor Investment Advisory, LLC
NEW1,847—+1,847——$31.7K—2026-10-13
TD Private Client Wealth LLC
NEW1,847—+1,847——$31.7K—2026-10-28
Advisors Preferred, LLC
UNCHANGED1,8001,80000%$35.6K$31.0K-$4.7K2026-11-09
CX Institutional
NEW1,723—+1,723——$30—2026-10-02
Assetmark, Inc
NEW1,723—+1,723——$29.6K—2026-10-21
Duncker Streett & Co Inc
NEW1,666—+1,666——$28.6K—2026-10-27
SBI Securities Co., Ltd.
NEW1,644—+1,644——$28.2K—2026-10-22
Owl Creek Wealth Partners LLC
NEW1,532—+1,532——$26.3K—2026-10-20
PFA Pension, Forsikringsaktieselskab
NEW1,492—+1,492——$25.6K—2026-11-06
Sterling Capital Management LLC
NEW1,487—+1,487——$25.5K—2026-10-22
Wealth Enhancement Trust Services, Inc.
NEW1,483—+1,483——$25.4K—2026-10-07
Provenance Wealth Advisors, LLC
NEW1,397—+1,397——$24.0K—2026-10-30
Jacobi Capital Management LLC
NEW1,337—+1,337——$22.9K—2026-11-05
V-Square Quantitative Management LLC
NEW1,326—+1,326——$22.7K—2026-10-15
Compass Wealth Management LLC
NEW1,142—+1,142——$19.6K—2026-10-22
Peck Wealth Management, LLC
NEW1,132—+1,132——$19.4K—2026-10-29
Pflug Koory, LLC
NEW1,127—+1,127——$19.3K—2026-10-26
Cassaday & Co Wealth Management LLC
NEW1,111—+1,111——$19.1K—2026-10-27
IFP Advisors, Inc
NEW1,064—+1,064——$18.2K—2026-10-16
Ameliora Wealth Management Ltd.
NEW1,018—+1,018——$17.5K—2026-10-23
Blue Trust, Inc.
NEW901—+901——$15.5K—2026-10-15
Banque de Luxembourg S.A.
NEW896—+896——$15.4K—2026-10-14
CoreCap Advisors, LLC
NEW892—+892——$15.3K—2026-10-08
Quent Capital, LLC
NEW882—+882——$17.4K—2026-11-09
Parkside Financial Bank & Trust
NEW881—+881——$15.1K—2026-10-27
Elyxium Wealth, LLC
NEW879—+879——$15.1K—2026-10-27
Rothwell Investment Advisors, LLC
NEW875—+875——$15.0K—2026-11-06
Smithfield Trust Co
NEW875—+875——$10—2026-11-09
Grove Bank & Trust
NEW866—+866——$14.9K—2026-10-08
Acima Private Wealth, LLC
NEW826—+826——$14.2K—2026-10-05
Wilkerson Advisory Group LLC
NEW809—+809——$13.9K—2026-10-20
Investors Research Corp
NEW787—+787——$13.5K—2026-10-07
United Community Bank
NEW779—+779——$13.4K—2026-10-28
Byrne Asset Management LLC
NEW762—+762——$13.5K—2026-10-06
Manchester Capital Management LLC
NEW761—+761——$13.1K—2026-10-22
Centerpoint Advisors, LLC
NEW731—+731——$13—2026-11-05
City Holding Co
NEW720—+720——$12.3K—2026-10-19
EverSource Wealth Advisors, LLC
NEW711—+711——$12.2K—2026-11-04
Zions Bancorporation, National Association
NEW709—+709——$12.2K—2026-11-06
TFC Financial Management, Inc.
NEW700—+700——$12.0K—2026-10-26
Elevated Capital Advisors, LLC
NEW700—+700——$12.0K—2026-11-04
Meramec Financial Planners, LLC
INCREASED693640+53+8%$13.2K$13.6K+$4142026-11-09
Bell Investment Advisors, Inc
NEW667—+667——$11.4K—2026-10-29
Wilmington Savings Fund Society, FSB
NEW607—+607——$10.4K—2026-10-23
William Mack & Associates, Inc.
NEW605—+605——$10.4K—2026-10-27
Capital Advisors, Ltd. LLC
NEW599—+599——$10—2026-10-27
Cromwell Holdings LLC
NEW597—+597——$10.2K—2026-10-28
Community Bank, N.A.
NEW588—+588——$10.1K—2026-11-06
Covestor Ltd
NEW588—+588——$10—2026-10-30
Murphy & Mullick Capital Management Corp
NEW586—+586——$10.1K—2026-11-02
Albion Financial Group
NEW584—+584——$10.0K—2026-10-21
Versant Capital Management, Inc
NEW578—+578——$9.9K—2026-10-02
StrongBox Wealth, LLC
NEW575—+575——$9.9K—2026-11-02
City State Bank
NEW574—+574——$9.8K—2026-10-20
Harbour Investments, Inc.
NEW568—+568——$9.7K—2026-11-09
Kentucky Trust Co
NEW565—+565——$9.7K—2026-10-15
NBH Bank
NEW555—+555——$9.5K—2026-11-05
Sava Infond d.o.o.
NEW540—+540——$9.3K—2026-10-28
Alerus Financial NA
NEW539—+539——$9.2K—2026-11-09
Key FInancial Inc
NEW522—+522——$9.0K—2026-11-02
Financial Perspectives, Inc
NEW519—+519——$8.9K—2026-11-03
Larson Financial Group LLC
NEW519—+519——$8.9K—2026-11-05
GGM Financial LLC
NEW514—+514——$8.8K—2026-11-05
WestEnd Advisors, LLC
NEW476—+476——$8.2K—2026-10-27
Deseret Mutual Benefit Administrators
NEW451—+451——$7.7K—2026-11-04
Quintet Private Bank (Europe) S.A.
NEW440—+440——$7.5K—2026-10-08
Rossby Financial, LCC
NEW418—+418——$7.2K—2026-11-05
Richardson Capital Management LLC
NEW400—+400——$6.9K—2026-10-23
Eurizon SLJ Capital Ltd
NEW377—+377——$6.5K—2026-11-06
Physician Wealth Advisors, Inc.
NEW375—+375——$6.4K—2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW370—+370——$6.3K—2026-10-14
Alta Capital Management LLC/
NEW362—+362——$6.2K—2026-10-26
Danske Bank A/S
NEW350—+350——$6.0K—2026-11-09
Chilton Capital Management LLC
NEW337—+337——$5.8K—2026-10-28
Pittenger & Anderson Inc
NEW323—+323——$5.5K—2026-11-02
Planning Strategies Inc.
NEW313—+313——$5.4K—2026-10-02
Oakworth Capital, Inc.
INCREASED311131+180+137%$2.8K$5.3K+$2.6K2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW303—+303——$5.2K—2026-10-16
Security National Bank
NEW300—+300——$5.1K—2026-10-26
Dhjj Financial Advisors, Ltd.
NEW281—+281——$4.8K—2026-10-23
Harel Insurance Investments & Financial Services Ltd.
NEW277—+277——$5—2026-11-02
Silver Grove Financial Group, Inc.
NEW263—+263——$4.5K—2026-11-05
Princeton Global Asset Management LLC
NEW259—+259——$4.4K—2026-10-21
Halbert Hargrove Global Advisors, LLC
NEW250—+250——$4.3K—2026-10-16
IFG Advisory, LLC
NEW244—+244——$4.2K—2026-11-09
Legacies Wealth LLC
NEW232—+232——$4.0K—2026-11-02
DecisionPoint Financial, LLC
INCREASED2322+230+11500%$43$4.1K+$4.1K2026-10-27
General Partner, Inc.
NEW218—+218——$3.7K—2026-10-05
Essential Partners LLC
NEW215—+215——$3.7K—2026-10-14
Quaker Wealth Management, LLC
NEW210—+210——$3.6K—2026-10-22
Root Financial Partners, LLC
NEW209—+209——$3.6K—2026-10-21
CNB Bank
NEW208—+208——$3.6K—2026-11-09
Financial Consulate, Inc
NEW201—+201——$3.4K—2026-10-23
Central Pacific Bank - Trust Division
NEW198—+198——$3.4K—2026-10-06
Atwood & Palmer Inc
NEW195—+195——$3.3K—2026-10-08
Lanark Financial, Inc.
NEW192—+192——$3.3K—2026-10-26
JFS Wealth Advisors, LLC
NEW185—+185——$3.2K—2026-11-03
Ascentis Independent Advisors
NEW185—+185——$3.2K—2026-11-03
Mascoma Wealth Management LLC
NEW174—+174——$3.0K—2026-10-23
Evermay Wealth Management LLC
NEW169—+169——$2.9K—2026-11-05
Pinnacle Bancorp, Inc.
NEW169—+169——$2.9K—2026-10-21
West Paces Advisors Inc.
NEW166—+166——$2.8K—2026-10-13
Silvant Capital Management LLC
NEW164—+164——$2.8K—2026-11-09
Darwin Wealth Management, LLC
NEW163—+163——$2.8K—2026-11-09
MV Capital Management, Inc.
NEW160—+160——$2.7K—2026-10-29
Golden State Wealth Management, LLC
NEW151—+151——$2.6K—2026-11-02
Westside Investment Management, Inc.
NEW150—+150——$2.6K—2026-11-02
Strive Financial Group,LLC
NEW146—+146——$2.5K—2026-11-09
TrinityBridge Ltd
NEW142—+142——$2—2026-10-30
Compass Financial Management LLC
INCREASED142133+9+7%$2.8K$2.4K-$3792026-10-30
DT Investment Partners, LLC
NEW138—+138——$2.4K—2026-10-27
Valley National Advisers Inc
NEW137—+137——$2.4K—2026-10-23
Citizens National Bank Trust Department
NEW134—+134——$2.3K—2026-11-04
GoalVest Advisory LLC
NEW133—+133——$2.3K—2026-10-02
Mechanics Financial Corp
NEW125—+125——$2.1K—2026-11-05
Trust Co of Toledo NA
NEW123—+123——$2.1K—2026-10-16
Rational Advisors, Inc.
NEW120—+120——$2.1K—2026-11-02
Dorato Capital Management
DECREASED120176-56-32%$3.7K$2.1K-$1.6K2026-10-08
SJS Investment Consulting Inc.
NEW118—+118——$2.0K—2026-10-26
Next Level Wealth Planning, LLC
NEW116—+116——$2.0K—2026-10-29
Vision Financial Markets LLC
DECREASED116156-40-26%$3.4K$2.0K-$1.5K2026-10-22
Tompkins Financial Corp
NEW115—+115——$2.0K—2026-10-05
Tounjian Advisory Partners, LLC
NEW114—+114——$2.0K—2026-11-04
Hanson & Doremus Investment Management
NEW102—+102——$2—2026-10-16
Arlington Trust Co LLC
NEW100—+100——$1.7K—2026-10-20
Sfam, LLC
NEW99—+99——$1.7K—2026-11-03
Clearstead Trust, LLC
NEW97—+97——$1.7K—2026-11-06
Elevation Wealth Partners, LLC
NEW97—+97——$1.7K—2026-10-07
Align Financial, LLC
NEW96—+96——$1.6K—2026-10-16
Fortis Group Advisors, LLC
NEW93—+93——$1.6K—2026-11-06
Hilton Head Capital Partners, LLC
NEW92—+92——$1.6K—2026-10-23
Addison Advisors LLC
NEW88—+88——$1.5K—2026-11-06
Smallwood Wealth Investment Management, LLC
NEW86—+86——$1.5K—2026-10-30
Hager Investment Management Services, LLC
NEW85—+85——$1.5K—2026-11-04
Motco
NEW80—+80——$1.4K—2026-11-09
Birch Financial Group, LLC
NEW80—+80——$1.4K—2026-10-27
Axxion S.A.
DECREASED791,679-1,600-95%$35.6K$1.4K-$34.2K2026-10-22
Birchwood Financial Partners, Inc.
NEW75—+75——$1.3K—2026-11-02
Highline Wealth Partners LLC
NEW75—+75——$1.3K—2026-10-19
Rosenberg Matthew Hamilton
NEW75—+75——$1.3K—2026-10-05
Disciplina Capital Management LLC
NEW74—+74——$1.3K—2026-11-06
Essential Investment Partners LLC
NEW74—+74——$1.3K—2026-10-27
Gen-Wealth Partners Inc
NEW74—+74——$1.3K—2026-11-04
Ares Financial Consulting, LLC
NEW73—+73——$1.3K—2026-10-19
Greykasell Wealth Strategies, Inc.
NEW72—+72——$1.2K—2026-11-09
North Point Portfolio Managers Corp
NEW72—+72——$1.2K—2026-10-07
Bangor Savings Bank
NEW70—+70——$1.2K—2026-10-06
Hazlett, Burt & Watson, Inc.
NEW69—+69——$1—2026-11-04
WPG Advisers, LLC
NEW67—+67——$1.1K—2026-10-27
Caitong International Asset Management Co., Ltd
NEW66—+66——$1.1K—2026-10-29
Armstrong Advisory Group, Inc
NEW65—+65——$1.1K—2026-10-09
Ascentis Wealth Management, LLC
NEW65—+65——$1.1K—2026-11-03
Bank of New Hampshire
NEW65—+65——$1.1K—2026-10-06
Boyd Watterson Asset Management LLC
NEW64—+64——$1.1K—2026-11-06
First Command Advisory Services, Inc.
NEW62—+62——$1.1K—2026-11-05
True Wealth Design, LLC
NEW61—+61——$1.0K—2026-10-13
Heritage Family Offices, LLP
NEW60—+60——$1.0K—2026-11-02
Center for Financial Planning, Inc.
NEW59—+59——$1.0K—2026-10-26
Atlantic Edge Private Wealth Management, LLC
NEW59—+59——$1.0K—2026-10-20
Hickory Point Bank & Trust
NEW58—+58——$995—2026-10-01
Beacon Investment Advisory Services, Inc.
NEW56—+56——$961—2026-10-13
North Star Investment Management Corp.
NEW55—+55——$944—2026-10-27
Hilltop National Bank
NEW53—+53——$909—2026-10-14
Fortitude Family Office, LLC
NEW52—+52——$892—2026-10-14
Cheviot Value Management, LLC
NEW52—+52——$892—2026-11-09
United Financial Planning Group LLC
NEW50—+50——$858—2026-11-04
Private Wealth Management Group, LLC
NEW48—+48——$824—2026-10-19
Valued Wealth Advisors LLC
NEW47—+47——$807—2026-11-05
Asset Dedication, LLC
NEW46—+46——$789—2026-11-03
Creative Capital Management Investments LLC
NEW45—+45——$772—2026-10-28
PFS Partners, LLC
NEW45—+45——$775—2026-10-21
Kingdom Financial Group Llc.
NEW45—+45——$774—2026-11-04
Washington Trust Advisors, Inc.
NEW44—+44——$755—2026-10-22
Polaris Financial Partners
NEW36—+36——$1—2026-10-02
Maseco LLP
NEW36—+36——$618—2026-10-27
Mcdonald Partners LLC
NEW35—+35——$600—2026-11-03
KFG LLC
NEW35—+35——$600—2026-11-02
University of Texas S AM Investment Management Co
NEW35—+35——$600—2026-11-03
Nfsg Corp
NEW34—+34——$583—2026-10-15
Quest 10 Wealth Builders, Inc.
NEW34—+34——$583—2026-11-02
Fairscale Capital, LLC
NEW32—+32——$605—2026-11-04
MTM Investment Management, LLC
NEW32—+32——$549—2026-10-30
10Elms LLP
NEW29—+29——$497—2026-11-06
Moisand Fitzgerald Tamayo, LLC
NEW27—+27——$464—2026-10-15
Brown, Lisle Ings, Inc.
NEW27—+27——$463—2026-10-16
Bare Financial Services, Inc
NEW27—+27——$463—2026-11-04
Balance Wealth Partners LLC
NEW26—+26——$438—2026-10-27
PlanVest Financial, Inc
NEW25—+25——$429—2026-11-09
Gilpin Wealth Management, LLC
NEW25—+25——$429—2026-10-09
First Bancorp, Inc
NEW25—+25——$429—2026-10-26
Southern Michigan Bank & Trust
NEW25—+25——$429—2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW24—+24——$412—2026-11-03
High Note Wealth, LLC
NEW24—+24——$412—2026-10-27
Acumen Wealth Advisors, LLC
NEW24—+24——$412—2026-11-05
Signature Equity Partners, LLC
NEW23—+23——$395—2026-10-29
Intesa Sanpaolo Wealth Management
NEW23—+23——$394—2026-10-28
Picton Mahoney Asset Management
NEW23—+23——$394—2026-11-09
Advocate Investing Services LLC
NEW22—+22——$377—2026-10-26
Cape Investment Advisory, Inc.
NEW21—+21——$360—2026-10-13
Horizon Financial Services, LLC
NEW21—+21——$360—2026-11-04
Triumph Capital Management
NEW20—+20——$343—2026-10-14
CKW Financial Group
INCREASED201+19+1900%$0$0$02026-10-29
Markowski Investments
NEW19—+19——$326—2026-10-30
Proathlete Wealth Management LLC
NEW19—+19——$325—2026-10-15
Abound Wealth Management
NEW18—+18——$310—2026-10-26
Gables Capital Management Inc.
NEW18—+18——$309—2026-11-04
Hughes Financial Services, LLC
NEW18—+18——$341—2026-10-30
SouthState Bank Corp
NEW17—+17——$292—2026-11-09
J.Safra Asset Management Corp
NEW16—+16——$274—2026-11-03
Lloyd Advisory Services, Llc.
NEW16—+16——$275—2026-11-02
First Pacific Financial
NEW15—+15——$259—2026-10-14
Clark Wealth Partners
NEW15—+15——$258—2026-10-19
Nemes Rush Group LLC
NEW15—+15——$259—2026-11-04
DiNuzzo Private Wealth, Inc.
NEW14—+14——$241—2026-10-16
Burk Holdings LLC
NEW14—+14——$240—2026-11-05
Meriwether Wealth & Planning, LLC
NEW11—+11——$189—2026-10-13
Roble, Belko & Company, Inc
NEW10—+10——$0—2026-11-09
Dogwood Wealth Management LLC
NEW10—+10——$172—2026-11-09
Evolution Wealth Management Inc.
NEW10—+10——$172—2026-10-28
Tidemark, LLC
NEW10—+10——$172—2026-11-09
Rydar Equities, Inc.
NEW9—+9——$156—2026-10-13
Wolff Wiese Magana LLC
NEW8—+8——$138—2026-10-15
Davis Capital Management
NEW8—+8——$137—2026-10-08
Clayton Financial Group LLC
NEW7—+7——$121—2026-10-13
Barrett & Company, Inc.
NEW7—+7——$120—2026-10-22
Fairman Group, LLC
NEW7—+7——$120—2026-10-26
Paladin Partners, LLC
NEW7—+7——$120—2026-10-06
Burkett Financial Services, LLC
NEW6—+6——$102—2026-10-01
NorthAvenue LLC
NEW6—+6——$103—2026-10-29
Investment Research & Advisory Group, Inc.
NEW6—+6——$103—2026-10-19
Country Trust Bank
NEW6—+6——$103—2026-10-30
Toth Financial Advisory Corp
NEW6—+6——$103—2026-10-08
Bay Harbor Wealth Management, LLC
NEW5—+5——$86—2026-11-03
First Premier Bank
NEW5—+5——$0—2026-10-13
Sawyer & Company, Inc
NEW5—+5——$86—2026-10-21
Archer Investment Corp
NEW5—+5——$86—2026-11-05
Bernzott Capital Advisors
NEW5—+5——$86—2026-10-29
Three Bridge Wealth Advisors, LLC
NEW4—+4——$69—2026-11-05
POM Investment Strategies, LLC
NEW4—+4——$69—2026-10-20
Lummis Asset Management, LP
NEW4—+4——$69—2026-11-09
Concord Wealth Partners
NEW4—+4——$69—2026-11-02
McCarley & Cook Financial Planners
NEW4—+4——$69—2026-10-21
Torren Management, LLC
NEW4—+4——$69—2026-10-29
Buck Wealth Strategies, LLC
NEW4—+4——$69—2026-10-28
Financial Management Professionals, Inc.
NEW4—+4——$69—2026-10-23
Networth Advisors, LLC
NEW4—+4——$69—2026-11-03
1620 Investment Advisors, Inc.
NEW4—+4——$69—2026-11-04
Retirement Wealth Solutions LLC
NEW4—+4——$69—2026-10-07
Bullock Wealth Management Group
UNCHANGED4400%$85$71-$142026-10-09
Entrust Financial LLC
NEW3—+3——$52—2026-11-04
Key Capital Management, Inc
NEW3—+3——$51—2026-11-03
James T. Borello RIA
NEW3—+3——$51—2026-10-16
Mosley Wealth Management
NEW3—+3——$56—2026-10-16
Great Lakes Advisors, LLC
NEW2—+2——$28—2026-11-06
Cherry Tree Wealth Management, LLC
NEW2—+2——$35—2026-10-15
West Branch Capital LLC
NEW1—+1——$18—2026-10-20
Downshift Financial, LLC
NEW1—+1——$17—2026-10-13
Montgomery Financial Services LLC
NEW1—+1——$17—2026-11-03
Hoey Investments, Inc
NEW1—+1——$18—2026-10-29
GK Wealth Management LLC
NEW1—+1——$17—2026-10-09
Vest Financial, LLC
CLOSED0115,712-115,712-100%$2.6M$0-$2.6M2026-10-21
International Assets Investment Management, LLC
CLOSED0906-906-100%$19.2K$0-$19.2K2026-11-02
Cornerstone Planning Group LLC
CLOSED0265-265-100%$5.4K$0-$5.4K2026-10-16
Sankala Group LLC
CLOSED069-69-100%$1.4K$0-$1.4K2026-11-09
RMG Wealth Management LLC
CLOSED020-20-100%$392$0-$3922026-10-26
Brooklyn FI, LLC
CLOSED012-12-100%$245$0-$2452026-11-05
Price T Rowe Associates Inc
N/A—554,421-554,421-100%$12.2K———
Tidal Investments LLC
N/A—512,310-512,310-100%$11.3M———
Neuberger Berman Group LLC
N/A—430,390-430,390-100%$9.5M———
FIL Ltd
N/A—216,216-216,216-100%$4.8M———
CI Investments Inc.
N/A—172,718-172,718-100%$3.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—171,111-171,111-100%$3.8M———
Gates Capital Management, Inc.
N/A—61,358-61,358-100%$1.4M———
Balyasny Asset Management L.P.
N/A—51,891-51,891-100%$1.1M———
Boston Partners
N/A—51,413-51,413-100%$1.1M———
T. Rowe Price Investment Management, Inc.
N/A—50,931-50,931-100%$1.1K———
Dash Acquisitions Inc.
N/A—31,504-31,504-100%$618.1K———
Verition Fund Management LLC
N/A—25,000-25,000-100%$551.3K———
Whittier Trust Co
N/A—19,788-19,788-100%$381.1K———
Legal & General Group Plc
N/A—17,847-17,847-100%$393.5K———
Citadel Advisors LLC
N/A—12,639-12,639-100%$278.7K———
Royal Bank of Canada
N/A—10,633-10,633-100%$234.0K———
Vident Advisory, LLC
N/A—10,273-10,273-100%$226.5K———
Morgan Stanley
N/A—9,202-9,202-100%$202.9K———
Wells Fargo & Company
N/A—6,535-6,535-100%$144.1K———
UBS Group AG
N/A—6,306-6,306-100%$139.0K———
Westerkirk Capital Inc.
N/A—4,730-4,730-100%$104.3K———
Whittier Trust Co of Nevada Inc
N/A—3,531-3,531-100%$74.9K———
Penserra Capital Management LLC
N/A—1,780-1,780-100%$38———
Core Alternative Capital
N/A—522-522-100%$0———
Bartlett & Co. Wealth Management LLC
N/A—450-450-100%$9.9K———
Clal Insurance Enterprises Holdings Ltd
N/A—85-85-100%$2———
Synergy Investment Management, LLC
N/A—43-43-100%$923———
Cyber Hornet ETFs LLC
N/A—36-36-100%$794———
Front Row Advisors LLC
N/A—12-12-100%$232———
Bard Associates Inc
N/A—12-12-100%$265———
Showing 473 of 473 institutions