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NNN REIT Inc (NNN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares4,415,304 from 4,403,909
Change+11,395 (+0%)
Value$181.5M (-$23.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,841,132 from 2,818,943
Change+22,189 (+1%)
Value$116.7M (-$14.4M)
Filed 2026-11-04
Equity Investment Corp
INCREASED
Shares2,435,846 from 1,667,015
Change+768,831 (+46%)
Value$100.1M (+$22.5M)
Filed 2026-11-04
Daiwa Securities Group Inc.
DECREASED
Shares1,847,573 from 1,930,802
Change-83,229 (-4%)
Value$75.9M (-$13.9M)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares1,779,917 from 1,836,020
Change-56,103 (-3%)
Value$73.1M (-$12.3M)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares782,001 from 574,722
Change+207,279 (+36%)
Value$32.1M (+$5.4M)
Filed 2026-11-06
Jefferies Financial Group Inc.
DECREASED
Shares650,059 from 1,431,000
Change-780,941 (-55%)
Value$26.7M (-$39.9M)
Filed 2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED
Shares581,500 from 628,200
Change-46,700 (-7%)
Value$23.9M (-$5.3M)
Filed 2026-10-30
ProShare Advisors LLC
DECREASED
Shares561,534 from 600,442
Change-38,908 (-6%)
Value$23.1M (-$4.9M)
Filed 2026-10-29
AGF Management LTD
DECREASED
Shares521,961 from 529,142
Change-7,181 (-1%)
Value$21.4M (-$3.2M)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares496,322 from 492,874
Change+3,448 (+1%)
Value$20.0M (-$2.9M)
Filed 2026-10-09
Verity & Verity, LLC
INCREASED
Shares486,631 from 473,845
Change+12,786 (+3%)
Value$20.0M (-$2.1M)
Filed 2026-10-23
Principal Financial Group Inc
DECREASED
Shares471,658 from 474,527
Change-2,869 (-1%)
Value$19.4M (-$2.7M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares447,416 from 618,874
Change-171,458 (-28%)
Value$18.4M (-$10.4M)
Filed 2026-11-02
Tectonic Advisors LLC
INCREASED
Shares405,201 from 379,607
Change+25,594 (+7%)
Value$16.6M (-$1.0M)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares373,533 from 173,149
Change+200,384 (+116%)
Value$15.3M (+$7.3M)
Filed 2026-11-06
Gerald Baker Financial Group LLC
INCREASED
Shares357,790 from 346,549
Change+11,241 (+3%)
Value$14.7M (-$1.4M)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares356,059 from 221,559
Change+134,500 (+61%)
Value$13.2M (+$4.0M)
Filed 2026-10-13
Asset Management One Co., Ltd.
INCREASED
Shares344,858 from 325,008
Change+19,850 (+6%)
Value$14.2M (-$952.4K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares332,442 from 286,986
Change+45,456 (+16%)
Value$13.7M (+$306.6K)
Filed 2026-11-04
Aberdeen Group plc
DECREASED
Shares321,856 from 404,093
Change-82,237 (-20%)
Value$99.5M (+$80.7M)
Filed 2026-11-06
M&G Plc
INCREASED
Shares275,209 from 271,663
Change+3,546 (+1%)
Value$11.3M (-$1.5M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares230,275 from 226,857
Change+3,418 (+2%)
Value$9.5M (-$1.1M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares224,261 from 657,602
Change-433,341 (-66%)
Value$9.2M (-$21.4M)
Filed 2026-10-29
Retirement Systems of Alabama
INCREASED
Shares197,967 from 196,771
Change+1,196 (+1%)
Value$8.1M (-$1.0M)
Filed 2026-11-04
State of Alaska, Department of Revenue
INCREASED
Shares186,622 from 186,575
Change+47 (+0%)
Value$7.7K (-$8.7M)
Filed 2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares186,289 from 186,722
Change-433 (0%)
Value$7.7M (-$1.0M)
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares177,063 from 163,128
Change+13,935 (+9%)
Value$7.3M (-$314.8K)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares173,044 from 175,025
Change-1,981 (-1%)
Value$7.1K (-$8.1M)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares149,868 from 1
Change+149,867 (+14986700%)
Value$6.2M (+$6.2M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares140,318 from 132,683
Change+7,635 (+6%)
Value$5.8M (-$408.1K)
Filed 2026-11-02
Chilton Capital Management LLC
DECREASED
Shares135,907 from 153,119
Change-17,212 (-11%)
Value$5.6M (-$1.5M)
Filed 2026-10-28
Amundi
DECREASED
Shares130,353 from 227,185
Change-96,832 (-43%)
Value$5.4M (-$5.2M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares119,997 from 116,346
Change+3,651 (+3%)
Value$4.9M (-$482.9K)
Filed 2026-10-28
Russell Investments Group, Ltd.
DECREASED
Shares107,095 from 111,720
Change-4,625 (-4%)
Value$4.4M (-$799.7K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares105,157 from 428,998
Change-323,841 (-75%)
Value$4.3M (-$15.6M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares102,127 from 84,085
Change+18,042 (+21%)
Value$4.2K (-$3.9M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares101,525 from 51,576
Change+49,949 (+97%)
Value$4.2M (+$1.8M)
Filed 2026-10-16
Bernzott Capital Advisors
DECREASED
Shares89,898 from 120,719
Change-30,821 (-26%)
Value$3.7M (-$1.9M)
Filed 2026-10-29
Amalgamated Bank
INCREASED
Shares85,898 from 84,516
Change+1,382 (+2%)
Value$3.5K (-$3.9M)
Filed 2026-10-23
Adams Asset Advisors, LLC
UNCHANGED
Shares78,933 from 78,933
Change0 (0%)
Value$3.2M (-$429.4K)
Filed 2026-10-08
Riverwater Partners LLC
INCREASED
Shares77,131 from 68,759
Change+8,372 (+12%)
Value$3.2M (-$30.0K)
Filed 2026-11-03
Cambiar Investors LLC
DECREASED
Shares73,180 from 75,999
Change-2,819 (-4%)
Value$3.0M (-$529.3K)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares71,043 from 51,182
Change+19,861 (+39%)
Value$2.9K (+$788)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares69,916 from 70,613
Change-697 (-1%)
Value$2.9M (-$412.8K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
DECREASED
Shares65,339 from 66,166
Change-827 (-1%)
Value$2.7M (-$393.9K)
Filed 2026-10-20
Values First Advisors, Inc.
DECREASED
Shares61,011 from 61,306
Change-295 (0%)
Value$2.5M (-$345.6K)
Filed 2026-10-23
Virginia Retirement Systems ET Al
INCREASED
Shares58,450 from 50,650
Change+7,800 (+15%)
Value$2.4M (+$45.0K)
Filed 2026-10-28
Louisiana State Employees Retirement System
INCREASED
Shares57,000 from 55,700
Change+1,300 (+2%)
Value$2.3M (-$249.6K)
Filed 2026-10-20
TT Capital Management LLC
INCREASED
Shares55,950 from 53,025
Change+2,925 (+6%)
Value$2.3M (-$168.3K)
Filed 2026-10-15
Yousif Capital Management, LLC
DECREASED
Shares55,635 from 58,470
Change-2,835 (-5%)
Value$2.3M (-$434.6K)
Filed 2026-10-22
Arizona State Retirement System
INCREASED
Shares53,593 from 52,497
Change+1,096 (+2%)
Value$2.2M (-$240.5K)
Filed 2026-11-03
Southland Equity Partners LLC
INCREASED
Shares52,742 from 52,722
Change+20 (+0%)
Value$2.2M (-$286.0K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares52,364 from 51,639
Change+725 (+1%)
Value$2.2M (-$251.1K)
Filed 2026-11-03
Red Spruce Capital, LLC
INCREASED
Shares52,332 from 52,321
Change+11 (+0%)
Value$2.2M (-$284.2K)
Filed 2026-10-07
Pensionfund PDN
DECREASED
Shares51,200 from 54,700
Change-3,500 (-6%)
Value$2.1K (-$441)
Filed 2026-10-05
State of New Jersey Common Pension Fund D
UNCHANGED
Shares51,147 from 51,147
Change0 (0%)
Value$2.1M (-$278.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares49,445 from 46,818
Change+2,627 (+6%)
Value$2.0M (-$146.7K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares49,277 from 45,279
Change+3,998 (+9%)
Value$2.0M (-$82.1K)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares48,482 from 45,107
Change+3,375 (+7%)
Value$2.0M (-$106.7K)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares48,025 from 48,545
Change-520 (-1%)
Value$2.0M (-$285.5K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares45,685 from 40,538
Change+5,147 (+13%)
Value$1.9K (-$1.9M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares45,663 from 40,212
Change+5,451 (+14%)
Value$1.9M (+$5.2K)
Filed 2026-11-04
State of Michigan Retirement System
INCREASED
Shares44,984 from 44,484
Change+500 (+1%)
Value$1.8M (-$221.4K)
Filed 2026-10-27
Mondrian Investment Partners LTD
DECREASED
Shares44,250 from 1,123,643
Change-1,079,393 (-96%)
Value$1.8M (-$50.5M)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares42,575 from 39,131
Change+3,444 (+9%)
Value$1.7M (-$71.4K)
Filed 2026-10-21
Oregon Public Employees Retirement Fund
INCREASED
Shares39,801 from 39,301
Change+500 (+1%)
Value$1.6M (-$193.3K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares38,357 from 24,347
Change+14,010 (+58%)
Value$1.6M (+$443.2K)
Filed 2026-10-27
Savant Capital, LLC
NEW
Shares38,257
Change+38,257
Value$1.6M
Filed 2026-11-06
Chicago Partners Investment Group LLC
DECREASED
Shares38,246 from 49,264
Change-11,018 (-22%)
Value$1.6M (-$800.6K)
Filed 2026-10-27
IFM Investors Pty Ltd
INCREASED
Shares38,149 from 31,075
Change+7,074 (+23%)
Value$1.6M (+$121.6K)
Filed 2026-10-14
New Mexico Educational Retirement Board
UNCHANGED
Shares37,100 from 37,100
Change0 (0%)
Value$1.5K (-$1.7M)
Filed 2026-11-05
MFG Wealth Management, Inc.
INCREASED
Shares35,220 from 33,390
Change+1,830 (+5%)
Value$1.4M (-$106.4K)
Filed 2026-10-09
Merit Financial Group, LLC
DECREASED
Shares35,068 from 45,758
Change-10,690 (-23%)
Value$1.4M (-$688.2K)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares34,956
Change+34,956
Value$1.4M
Filed 2026-10-30
Burford Brothers, Inc.
INCREASED
Shares34,895 from 26,995
Change+7,900 (+29%)
Value$1.4M (+$177.7K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares30,993 from 28,943
Change+2,050 (+7%)
Value$1.3M (-$73.2K)
Filed 2026-10-23
Pictet Asset Management Holding SA
UNCHANGED
Shares30,083 from 30,083
Change0 (0%)
Value$1.2M (-$163.7K)
Filed 2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares28,628 from 28,796
Change-168 (-1%)
Value$1.2M (-$163.5K)
Filed 2026-10-15
Knights of Columbus Asset Advisors LLC
DECREASED
Shares28,461 from 29,299
Change-838 (-3%)
Value$1.2M (-$193.8K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares27,819 from 23,967
Change+3,852 (+16%)
Value$1.1M (+$5.6K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares26,800 from 39,211
Change-12,411 (-32%)
Value$1.1M (-$723.2K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares26,489 from 23,646
Change+2,843 (+12%)
Value$1.1M (-$12.7K)
Filed 2026-10-08
Lecap Asset Management LTD
NEW
Shares25,331
Change+25,331
Value$1.0M
Filed 2026-10-27
Pensionfund Sabic
DECREASED
Shares24,800 from 26,800
Change-2,000 (-7%)
Value$1.0K (-$228)
Filed 2026-10-05
Jeppson Wealth Management, LLC
DECREASED
Shares24,645 from 24,902
Change-257 (-1%)
Value$1.0M (-$146.0K)
Filed 2026-10-20
UniSuper Management Pty Ltd
INCREASED
Shares23,400 from 22,900
Change+500 (+2%)
Value$961.5K (-$104.0K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares22,850 from 22,705
Change+145 (+1%)
Value$938.9K (-$117.6K)
Filed 2026-10-29
Certuity, LLC
INCREASED
Shares22,740 from 17,610
Change+5,130 (+29%)
Value$934.4K (+$115.0K)
Filed 2026-11-02
Collar Capital Management, LLC
DECREASED
Shares22,177 from 22,517
Change-340 (-2%)
Value$911.3K (-$136.5K)
Filed 2026-10-28
Illinois Municipal Retirement Fund
NEW
Shares22,017
Change+22,017
Value$904.7K
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares21,991 from 20,921
Change+1,070 (+5%)
Value$903.6K (-$69.8K)
Filed 2026-10-23
Xponance LLC
DECREASED
Shares21,947 from 22,666
Change-719 (-3%)
Value$901.8K (-$152.8K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares21,703 from 20,669
Change+1,034 (+5%)
Value$891.8K (-$70.0K)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED
Shares21,115 from 12,650
Change+8,465 (+67%)
Value$867.6K (+$279.0K)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares20,432 from 20,432
Change0 (0%)
Value$839.7K (-$111.4K)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares20,239 from 99,206
Change-78,967 (-80%)
Value$831.6K (-$3.8M)
Filed 2026-11-04
Pathway Financial Advisers, LLC
DECREASED
Shares19,757 from 19,834
Change-77 (0%)
Value$811.8K (-$111.1K)
Filed 2026-10-27
MQS Management LLC
NEW
Shares19,345
Change+19,345
Value$794.9K
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares19,023 from 19,980
Change-957 (-5%)
Value$781.7K (-$148.0K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares18,956 from 18,340
Change+616 (+3%)
Value$882.0K (+$28.7K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares18,682 from 16,800
Change+1,882 (+11%)
Value$767.6K (-$14.1K)
Filed 2026-11-04
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares17,781 from 17,781
Change0 (0%)
Value$730.6K (-$96.7K)
Filed 2026-10-28
Harbour Trust & Investment Management Co
DECREASED
Shares17,596 from 17,892
Change-296 (-2%)
Value$723.0K (-$109.5K)
Filed 2026-10-28
HUB Investment Partners, LLC
DECREASED
Shares17,444 from 18,112
Change-668 (-4%)
Value$716.8K (-$126.0K)
Filed 2026-11-03
Linden Thomas Advisory Services, LLC
INCREASED
Shares17,360 from 16,864
Change+496 (+3%)
Value$713.3K (-$71.4K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares16,478 from 12,958
Change+3,520 (+27%)
Value$677.1K (+$74.1K)
Filed 2026-10-02
Atria Investments, Inc
DECREASED
Shares15,539 from 18,404
Change-2,865 (-16%)
Value$638.5K (-$217.9K)
Filed 2026-10-15
Robeco Institutional Asset Management B.V.
NEW
Shares15,411
Change+15,411
Value$633.2K
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares15,144 from 10,539
Change+4,605 (+44%)
Value$622.2K (+$131.9K)
Filed 2026-10-27
Krilogy Financial LLC
DECREASED
Shares14,817 from 21,288
Change-6,471 (-30%)
Value$601.1K (-$389.4K)
Filed 2026-10-13
111 Capital
NEW
Shares14,576
Change+14,576
Value$598.9K
Filed 2026-11-03
Virtue Capital Management, LLC
UNCHANGED
Shares14,155 from 14,155
Change0 (0%)
Value$581.6K (-$77.0K)
Filed 2026-10-29
Securian Asset Management, Inc
INCREASED
Shares14,100 from 14,018
Change+82 (+1%)
Value$579.4K (-$115.8K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares13,958 from 13,032
Change+926 (+7%)
Value$573.5K (-$32.8K)
Filed 2026-11-05
Oak Thistle LLC
NEW
Shares13,396
Change+13,396
Value$550.4K
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares13,382 from 6,225
Change+7,157 (+115%)
Value$549.9K (+$260.0K)
Filed 2026-10-28
Vanderbilt University
INCREASED
Shares13,295 from 12,996
Change+299 (+2%)
Value$546.3K (-$58.4K)
Filed 2026-11-02
Spirit of America Management Corp
DECREASED
Shares13,250 from 14,250
Change-1,000 (-7%)
Value$544.4K (-$118.6K)
Filed 2026-10-14
Swiss Life Asset Management Ltd
UNCHANGED
Shares13,062 from 13,062
Change0 (0%)
Value$536.7K (-$71.1K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares12,990 from 10,368
Change+2,622 (+25%)
Value$533.8K (+$51.3K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares12,926 from 4,647
Change+8,279 (+178%)
Value$531.1K (+$314.9K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares12,774 from 19,868
Change-7,094 (-36%)
Value$524.9K (-$399.6K)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares12,664 from 13,742
Change-1,078 (-8%)
Value$520.4K (-$119.1K)
Filed 2026-10-21
Parcion Private Wealth LLC
DECREASED
Shares12,617 from 14,851
Change-2,234 (-15%)
Value$518.4K (-$172.6K)
Filed 2026-10-28
Glenview Trust Co
INCREASED
Shares12,461 from 12,261
Change+200 (+2%)
Value$512.0K (-$58.5K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares12,317 from 10,781
Change+1,536 (+14%)
Value$506.1K (+$4.5K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares12,123 from 9,797
Change+2,326 (+24%)
Value$498.1K (+$42.3K)
Filed 2026-10-21
Peak Financial Advisors LLC
INCREASED
Shares11,948 from 11,694
Change+254 (+2%)
Value$490.9K (-$53.2K)
Filed 2026-10-28
Ninety One UK Ltd
UNCHANGED
Shares11,847 from 11,847
Change0 (0%)
Value$486.8K (-$64.4K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares11,730 from 14,418
Change-2,688 (-19%)
Value$482.0K (-$188.9K)
Filed 2026-11-06
Intrua Financial, LLC
DECREASED
Shares11,700 from 11,872
Change-172 (-1%)
Value$480.8K (-$71.7K)
Filed 2026-10-28
Applied Capital LLC
INCREASED
Shares11,560 from 11,360
Change+200 (+2%)
Value$475.0K (-$53.6K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
INCREASED
Shares11,535 from 4,486
Change+7,049 (+157%)
Value$474.0K (+$265.3K)
Filed 2026-10-16
Maryland State Retirement & Pension System
INCREASED
Shares11,347 from 9,867
Change+1,480 (+15%)
Value$466.2K (+$7.1K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares11,165 from 13,280
Change-2,115 (-16%)
Value$458.8K (-$159.1K)
Filed 2026-10-29
Curated Wealth Partners LLC
NEW
Shares10,780
Change+10,780
Value$443.0K
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares10,673 from 8,379
Change+2,294 (+27%)
Value$438.6K (+$48.7K)
Filed 2026-11-06
Inspire Investing, LLC
INCREASED
Shares10,548 from 10,037
Change+511 (+5%)
Value$433.4K (-$33.6K)
Filed 2026-10-22
Gateway Investment Advisers LLC
NEW
Shares10,382
Change+10,382
Value$426.6K
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares10,220 from 10,421
Change-201 (-2%)
Value$419.9K (-$64.9K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares9,442 from 9,073
Change+369 (+4%)
Value$388.0K (-$34.2K)
Filed 2026-10-23
Advisortrust Partners, LLC
INCREASED
Shares9,309 from 5,620
Change+3,689 (+66%)
Value$382.5K (+$121.0K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
INCREASED
Shares9,236 from 4,851
Change+4,385 (+90%)
Value$374.1K (+$148.3K)
Filed 2026-10-19
Signaturefd, LLC
DECREASED
Shares9,067 from 10,462
Change-1,395 (-13%)
Value$372.6K (-$114.2K)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares9,026 from 8,830
Change+196 (+2%)
Value$370.9K (-$40.0K)
Filed 2026-11-03
MBL Wealth, LLC
NEW
Shares8,951
Change+8,951
Value$367.8K
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares8,862 from 8,817
Change+45 (+1%)
Value$364.1K (-$46.1K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares8,641 from 8,403
Change+238 (+3%)
Value$347.3K (-$44.1K)
Filed 2026-10-16
Nykredit A/S
UNCHANGED
Shares8,109 from 8,109
Change0 (0%)
Value$333.2K (-$44.1K)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares8,005 from 6,954
Change+1,051 (+15%)
Value$328.9K (+$5.4K)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares7,938 from 15,270
Change-7,332 (-48%)
Value$326.2K (-$384.3K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares7,715 from 7,132
Change+583 (+8%)
Value$312.6K (-$19.6K)
Filed 2026-10-09
Ritholtz Wealth Management
DECREASED
Shares7,540 from 11,692
Change-4,152 (-36%)
Value$309.8K (-$234.2K)
Filed 2026-11-05
Romano Brothers and Company
UNCHANGED
Shares7,495 from 7,495
Change0 (0%)
Value$308.0K (-$40.8K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares7,430 from 4,450
Change+2,980 (+67%)
Value$299.2K (+$91.1K)
Filed 2026-10-09
Essential Partners LLC
DECREASED
Shares7,350 from 9,518
Change-2,168 (-23%)
Value$302.0K (-$140.9K)
Filed 2026-10-14
Stokes Capital Advisors, LLC
INCREASED
Shares7,300 from 4,800
Change+2,500 (+52%)
Value$300.0K (+$76.6K)
Filed 2026-10-09
Parallel Advisors, LLC
DECREASED
Shares7,194 from 8,449
Change-1,255 (-15%)
Value$295.6K (-$97.5K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares7,186 from 6,883
Change+303 (+4%)
Value$295.3K (-$25.0K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED
Shares7,157 from 5,830
Change+1,327 (+23%)
Value$294.1K (+$22.8K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares7,025 from 6,763
Change+262 (+4%)
Value$288.6K (-$26.0K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares6,922 from 8,455
Change-1,533 (-18%)
Value$284.4K (-$109.0K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares6,814 from 5,696
Change+1,118 (+20%)
Value$280.0K (+$15.0K)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares6,712 from 6,482
Change+230 (+4%)
Value$275.8K (-$25.8K)
Filed 2026-10-28
Verity Asset Management, Inc.
INCREASED
Shares6,598 from 6,198
Change+400 (+6%)
Value$271.1K (-$17.3K)
Filed 2026-10-30
Platform Technology Partners
INCREASED
Shares6,469 from 5,228
Change+1,241 (+24%)
Value$265.8K (+$22.6K)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
NEW
Shares6,419
Change+6,419
Value$263.8K
Filed 2026-10-29
GW Henssler & Associates LTD
DECREASED
Shares6,408 from 10,671
Change-4,263 (-40%)
Value$263.3K (-$233.2K)
Filed 2026-10-26
Strs Ohio
INCREASED
Shares6,387 from 3,987
Change+2,400 (+60%)
Value$262.4K (+$76.9K)
Filed 2026-10-30
Apollon Wealth Management, LLC
DECREASED
Shares6,380 from 6,852
Change-472 (-7%)
Value$262.2K (-$56.7K)
Filed 2026-10-23
Capital Management Associates, Inc
DECREASED
Shares6,210 from 12,239
Change-6,029 (-49%)
Value$255.2K (-$314.3K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares6,153 from 5,890
Change+263 (+4%)
Value$252.8K (-$21.2K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares6,110 from 12,366
Change-6,256 (-51%)
Value$251.1K (-$324.3K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
NEW
Shares6,108
Change+6,108
Value$251.0K
Filed 2026-10-15
Gables Capital Management Inc.
DECREASED
Shares6,075 from 6,275
Change-200 (-3%)
Value$249.6K (-$42.4K)
Filed 2026-11-04
Riversedge Advisors, LLC
DECREASED
Shares5,958 from 6,911
Change-953 (-14%)
Value$244.8K (-$76.8K)
Filed 2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED
Shares5,889 from 5,954
Change-65 (-1%)
Value$242.0K (-$35.1K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares5,860 from 6,525
Change-665 (-10%)
Value$240.8K (-$62.8K)
Filed 2026-10-28
CIBC Asset Management Inc
UNCHANGED
Shares5,856 from 5,856
Change0 (0%)
Value$240.6K (-$31.9K)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares5,791 from 5,616
Change+175 (+3%)
Value$238.0K (-$23.4K)
Filed 2026-10-27
SC&H Financial Advisors, Inc.
UNCHANGED
Shares5,744 from 5,744
Change0 (0%)
Value$236.0K (-$31.2K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
NEW
Shares5,697
Change+5,697
Value$234.1K
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares5,539 from 4,946
Change+593 (+12%)
Value$227.6K (-$2.5K)
Filed 2026-10-28
SYM Financial Corp
DECREASED
Shares5,536 from 7,087
Change-1,551 (-22%)
Value$227.5K (-$102.3K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares5,531 from 5,481
Change+50 (+1%)
Value$227.3K (-$27.8K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
NEW
Shares5,519
Change+5,519
Value$226.8K
Filed 2026-10-22
KBC Group NV
UNCHANGED
Shares5,515 from 5,515
Change0 (0%)
Value$227 (-$256.8K)
Filed 2026-10-22
Alps Advisors Inc
INCREASED
Shares5,476 from 5,416
Change+60 (+1%)
Value$225.0K (-$27.0K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
INCREASED
Shares5,386 from 5,319
Change+67 (+1%)
Value$221.3K (-$26.2K)
Filed 2026-10-21
Plan Group Financial, LLC
INCREASED
Shares5,347 from 5,323
Change+24 (+0%)
Value$222.4K (-$25.3K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares5,200 from 17,800
Change-12,600 (-71%)
Value$213.7K (-$614.6K)
Filed 2026-10-13
Albert D Mason Inc
INCREASED
Shares5,142 from 5,071
Change+71 (+1%)
Value$211.3K (-$24.7K)
Filed 2026-10-27
Fiduciary Alliance LLC
INCREASED
Shares5,118 from 4,695
Change+423 (+9%)
Value$210.3K (-$8.2K)
Filed 2026-10-13
Griffin Asset Management, Inc.
INCREASED
Shares5,101 from 5,055
Change+46 (+1%)
Value$209.6K (-$25.6K)
Filed 2026-10-22
Praxis Investment Management Inc
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$208 (-$234.8K)
Filed 2026-11-03
Americana Partners, LLC
DECREASED
Shares4,882 from 5,348
Change-466 (-9%)
Value$200.6K (-$48.2K)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares4,840 from 4,840
Change0 (0%)
Value$198.9K (-$26.3K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares4,211 from 5,583
Change-1,372 (-25%)
Value$173.0K (-$86.7K)
Filed 2026-10-16
Montag A & Associates Inc
UNCHANGED
Shares3,613 from 3,613
Change0 (0%)
Value$148.5K (-$19.7K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares3,535 from 2,337
Change+1,198 (+51%)
Value$145.3K (+$36.5K)
Filed 2026-10-26
UMB Bank, n.a.
INCREASED
Shares3,488 from 2,800
Change+688 (+25%)
Value$143.3K (+$13.0K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares3,135 from 1,711
Change+1,424 (+83%)
Value$128.8K (+$49.2K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares3,071 from 2,419
Change+652 (+27%)
Value$126.2K (+$13.6K)
Filed 2026-10-30
True Wealth Design, LLC
DECREASED
Shares3,042 from 3,471
Change-429 (-12%)
Value$125.0K (-$36.5K)
Filed 2026-10-13
John Boyer, Inc.
NEW
Shares2,973
Change+2,973
Value$122.1K
Filed 2026-10-27
Gamma Investing LLC
DECREASED
Shares2,699 from 2,917
Change-218 (-7%)
Value$110.9K (-$24.8K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares2,643
Change+2,643
Value$108.6K
Filed 2026-10-21
GF Fund Management Co. Ltd.
DECREASED
Shares2,532 from 2,570
Change-38 (-1%)
Value$104.0K (-$15.5K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares2,403 from 2,403
Change0 (0%)
Value$98.7K (-$13.1K)
Filed 2026-10-20
Gold Investment Management Ltd.
UNCHANGED
Shares2,295 from 2,295
Change0 (0%)
Value$94.3K (-$12.5K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares2,266 from 1,090
Change+1,176 (+108%)
Value$93.1K (+$42.4K)
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares2,177 from 2,217
Change-40 (-2%)
Value$89.5K (-$13.7K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares1,818
Change+1,818
Value$74.7K
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$74.0K (-$9.8K)
Filed 2026-10-27
Wolverine Asset Management LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$74.0K (-$9.8K)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares1,725
Change+1,725
Value$71
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares1,699 from 1,356
Change+343 (+25%)
Value$70 (+$7)
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$62.3K (-$8.2K)
Filed 2026-10-22
Fulcrum Asset Management LLP
UNCHANGED
Shares1,514 from 1,514
Change0 (0%)
Value$62.6K (-$9.1K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares1,248 from 1,186
Change+62 (+5%)
Value$51.3K (-$3.9K)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$45.2K (-$6.0K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares1,066
Change+1,066
Value$43.8K
Filed 2026-10-30
Pension & Wealth Management Advisors, Inc.
NEW
Shares988
Change+988
Value$40.6K
Filed 2026-10-16
Horizons Wealth Management
NEW
Shares975
Change+975
Value$40.1K
Filed 2026-10-05
Elyxium Wealth, LLC
NEW
Shares940
Change+940
Value$38.6K
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$37.0K (-$4.9K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares800 from 487
Change+313 (+64%)
Value$33 (+$10)
Filed 2026-10-30
V-Square Quantitative Management LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$32.0K (-$4.2K)
Filed 2026-10-15
Chung Wu Investment Group, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$28.8K (-$3.8K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$23 (-$4)
Filed 2026-11-04
Clearstead Trust, LLC
DECREASED
Shares578 from 585
Change-7 (-1%)
Value$23.8K (-$3.5K)
Filed 2026-11-06
Caldwell Trust Co
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$22.7K (-$3.0K)
Filed 2026-10-30
Parkside Financial Bank & Trust
DECREASED
Shares522 from 550
Change-28 (-5%)
Value$21.5K (-$4.1K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$21.0K (-$2.9K)
Filed 2026-11-02
North Star Investment Management Corp.
DECREASED
Shares512 from 522
Change-10 (-2%)
Value$21.0K (-$3.3K)
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.1K (-$3.2K)
Filed 2026-10-09
Nova Financial LLC
NEW
Shares495
Change+495
Value$20.4K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares420
Change+420
Value$17.3K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares359 from 119
Change+240 (+202%)
Value$14.8K (+$9.2K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares350 from 834
Change-484 (-58%)
Value$14.4K (-$24.4K)
Filed 2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares344 from 343
Change+1 (+0%)
Value$14.2K (-$1.8K)
Filed 2026-10-14
Ares Financial Consulting, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$13.9K (-$1.8K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares330 from 490
Change-160 (-33%)
Value$13.6K (-$9.2K)
Filed 2026-10-05
Markowski Investments
INCREASED
Shares328 from 225
Change+103 (+46%)
Value$13.5K (+$3.0K)
Filed 2026-10-30
Financial Consulate, Inc
INCREASED
Shares317 from 313
Change+4 (+1%)
Value$13.0K (-$1.5K)
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.3K (-$1.6K)
Filed 2026-10-19
Jnba Financial Advisors
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$11.5K (-$1.5K)
Filed 2026-11-03
First Command Advisory Services, Inc.
DECREASED
Shares258 from 286
Change-28 (-10%)
Value$10.6K (-$2.7K)
Filed 2026-11-05
Birchbrook, Inc.
INCREASED
Shares247 from 243
Change+4 (+2%)
Value$10.1K (-$1.2K)
Filed 2026-10-14
Kingdom Financial Group Llc.
INCREASED
Shares224 from 221
Change+3 (+1%)
Value$9.2K (-$1.1K)
Filed 2026-11-04
Richardson Financial Services Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$8.8K (-$1.2K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares208
Change+208
Value$8.5K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares200 from 100
Change+100 (+100%)
Value$8.2K (+$3.6K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares198 from 209
Change-11 (-5%)
Value$8.1K (-$1.6K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$7.4K (-$974)
Filed 2026-10-21
Signature Equity Partners, LLC
NEW
Shares168
Change+168
Value$6.9K
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$6.9K (-$914)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.2K (-$816)
Filed 2026-10-20
Key Capital Management, Inc
DECREASED
Shares146 from 562
Change-416 (-74%)
Value$6.0K (-$20.2K)
Filed 2026-11-03
Tributary Capital Management, LLC
NEW
Shares145
Change+145
Value$6.0K
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares134 from 315
Change-181 (-57%)
Value$5.5K (-$9.2K)
Filed 2026-10-07
GK Wealth Management LLC
NEW
Shares125
Change+125
Value$5.2K
Filed 2026-10-09
Activest Wealth Management
DECREASED
Shares123 from 255
Change-132 (-52%)
Value$5.1K (-$6.8K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares121 from 164
Change-43 (-26%)
Value$5.0K (-$2.7K)
Filed 2026-10-20
Carolina Wealth Advisors, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$4.9K (-$653)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$544)
Filed 2026-10-13
Bell Investment Advisors, Inc
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$4.1K (-$539)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$3.6K (-$474)
Filed 2026-10-15
Fortitude Family Office, LLC
DECREASED
Shares84 from 173
Change-89 (-51%)
Value$3.5K (-$4.6K)
Filed 2026-10-14
Concord Wealth Partners
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.5K (-$457)
Filed 2026-11-02
Avion Wealth
DECREASED
Shares80 from 92
Change-12 (-13%)
Value$3 (-$1)
Filed 2026-11-04
GoalVest Advisory LLC
NEW
Shares77
Change+77
Value$3.2K
Filed 2026-10-02
Rossby Financial, LCC
INCREASED
Shares73 from 64
Change+9 (+14%)
Value$3.0K (+$22)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.2K (-$294)
Filed 2026-10-28
Cromwell Holdings LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.9K (-$256)
Filed 2026-10-28
Trust Co of Vermont
NEW
Shares46
Change+46
Value$1.9K
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.9K (-$246)
Filed 2026-10-22
Valley National Advisers Inc
NEW
Shares42
Change+42
Value$1.7K
Filed 2026-10-23
Hilton Head Capital Partners, LLC
INCREASED
Shares39 from 38
Change+1 (+3%)
Value$1.6K (-$186)
Filed 2026-10-23
Private Wealth Management Group, LLC
DECREASED
Shares30 from 32
Change-2 (-6%)
Value$1.2K (-$256)
Filed 2026-10-19
Bare Financial Services, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.1K (-$141)
Filed 2026-11-04
Birchwood Financial Partners, Inc.
NEW
Shares17
Change+17
Value$699
Filed 2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$411 (-$55)
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$411 (-$54)
Filed 2026-10-02
Trust Co
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$370 (-$49)
Filed 2026-10-09
Blue Trust, Inc.
DECREASED
Shares8 from 25
Change-17 (-68%)
Value$329 (-$834)
Filed 2026-10-15
James T. Borello RIA
DECREASED
Shares7 from 8
Change-1 (-12%)
Value$288 (-$84)
Filed 2026-10-16
American Capital Advisory, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$247 (-$33)
Filed 2026-10-28
Maseco LLP
NEW
Shares5
Change+5
Value$205
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$125 (-$15)
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$82 (-$104)
Filed 2026-10-28
MV Capital Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$83 (-$11)
Filed 2026-10-29
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$41
Filed 2026-10-22
Sophron Capital Management L.P.
CLOSED
Shares0 from 34,116
Change-34,116 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 8,405
Change-8,405 (-100%)
Value$0 (-$391.1K)
Filed 2026-10-23
QTR Family Wealth, LLC
CLOSED
Shares0 from 7,716
Change-7,716 (-100%)
Value$0 (-$359.0K)
Filed 2026-11-02
Capital Square, LLC
CLOSED
Shares0 from 6,504
Change-6,504 (-100%)
Value$0 (-$304.2K)
Filed 2026-10-19
iA Global Asset Management Inc.
CLOSED
Shares0 from 5,960
Change-5,960 (-100%)
Value$0 (-$277.0K)
Filed 2026-10-29
Beese Fulmer Investment Management, Inc.
CLOSED
Shares0 from 5,911
Change-5,911 (-100%)
Value$0 (-$275.0K)
Filed 2026-10-23
Keybank National Association
CLOSED
Shares0 from 5,243
Change-5,243 (-100%)
Value$0 (-$244.0K)
Filed 2026-11-04
55 North Private Wealth, LLC
CLOSED
Shares0 from 4,945
Change-4,945 (-100%)
Value$0 (-$230.1K)
Filed 2026-10-20
Compound Planning, Inc.
CLOSED
Shares0 from 4,678
Change-4,678 (-100%)
Value$0 (-$217.7K)
Filed 2026-11-05
Oppenheimer & Co Inc
CLOSED
Shares0 from 4,654
Change-4,654 (-100%)
Value$0 (-$216.6K)
Filed 2026-10-26
VestGen Advisors, LLC
CLOSED
Shares0 from 4,579
Change-4,579 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-27
waypoint wealth counsel
CLOSED
Shares0 from 4,496
Change-4,496 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-22
Aspiriant, LLC
CLOSED
Shares0 from 4,439
Change-4,439 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
CLOSED
Shares0 from 4,317
Change-4,317 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$32.2K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$19.1K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$17.0K)
Filed 2026-10-15
FNY Investment Advisers, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$632)
Filed 2026-10-23
Financial Management Professionals, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$186)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 26,708,613
Change-26,708,613 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 16,778,215
Change-16,778,215 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,436,861
Change-11,436,861 (-100%)
Value—
State Street Corp
N/A
Shares— from 11,346,545
Change-11,346,545 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,773,107
Change-9,773,107 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 8,557,962
Change-8,557,962 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 6,051,488
Change-6,051,488 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 4,979,814
Change-4,979,814 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,810,780
Change-3,810,780 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,127,776
Change-3,127,776 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,115,354
Change-3,115,354 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,576,763
Change-2,576,763 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,558,445
Change-2,558,445 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,523,970
Change-2,523,970 (-100%)
Value—
Rush Island Management, LP
N/A
Shares— from 2,474,091
Change-2,474,091 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,414,562
Change-2,414,562 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,023,201
Change-2,023,201 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,972,015
Change-1,972,015 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,928,645
Change-1,928,645 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,885,611
Change-1,885,611 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,365,007
Change-1,365,007 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,201,246
Change-1,201,246 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,180,472
Change-1,180,472 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,176,831
Change-1,176,831 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,102,191
Change-1,102,191 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 968,777
Change-968,777 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 967,943
Change-967,943 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 894,759
Change-894,759 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 848,251
Change-848,251 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 812,545
Change-812,545 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 761,008
Change-761,008 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 725,323
Change-725,323 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 689,173
Change-689,173 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 680,700
Change-680,700 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 632,349
Change-632,349 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 589,204
Change-589,204 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 570,615
Change-570,615 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 549,517
Change-549,517 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 530,876
Change-530,876 (-100%)
Value—
Lasalle Investment Management Securities LLC
N/A
Shares— from 512,634
Change-512,634 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 506,434
Change-506,434 (-100%)
Value—
APG Asset Management US Inc.
N/A
Shares— from 500,350
Change-500,350 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 471,049
Change-471,049 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 469,244
Change-469,244 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 441,800
Change-441,800 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 440,878
Change-440,878 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 431,298
Change-431,298 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 394,351
Change-394,351 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 381,800
Change-381,800 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 364,357
Change-364,357 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 342,474
Change-342,474 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 339,984
Change-339,984 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 339,115
Change-339,115 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 317,311
Change-317,311 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 315,395
Change-315,395 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 311,469
Change-311,469 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 308,210
Change-308,210 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 290,600
Change-290,600 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 287,362
Change-287,362 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 276,878
Change-276,878 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 275,226
Change-275,226 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 275,079
Change-275,079 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 271,115
Change-271,115 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 266,194
Change-266,194 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 258,884
Change-258,884 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 258,813
Change-258,813 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 246,480
Change-246,480 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 241,834
Change-241,834 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 240,042
Change-240,042 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 226,953
Change-226,953 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 222,384
Change-222,384 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 221,721
Change-221,721 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 221,121
Change-221,121 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 206,991
Change-206,991 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 200,016
Change-200,016 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 195,463
Change-195,463 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 191,308
Change-191,308 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 189,665
Change-189,665 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 183,422
Change-183,422 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 180,097
Change-180,097 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 174,077
Change-174,077 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 171,277
Change-171,277 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 166,578
Change-166,578 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 165,896
Change-165,896 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 160,835
Change-160,835 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 154,771
Change-154,771 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 144,216
Change-144,216 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 143,795
Change-143,795 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 132,062
Change-132,062 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 131,239
Change-131,239 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 130,490
Change-130,490 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 130,311
Change-130,311 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 124,300
Change-124,300 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 121,718
Change-121,718 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 121,271
Change-121,271 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 113,163
Change-113,163 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 107,231
Change-107,231 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 103,800
Change-103,800 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 102,961
Change-102,961 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 96,939
Change-96,939 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 87,700
Change-87,700 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 87,443
Change-87,443 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 86,525
Change-86,525 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 85,671
Change-85,671 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 85,043
Change-85,043 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 83,579
Change-83,579 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 82,835
Change-82,835 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 76,266
Change-76,266 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 73,575
Change-73,575 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 72,974
Change-72,974 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 72,637
Change-72,637 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 72,043
Change-72,043 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 70,913
Change-70,913 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 67,800
Change-67,800 (-100%)
Value—
&partners
N/A
Shares— from 66,739
Change-66,739 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 66,610
Change-66,610 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 58,905
Change-58,905 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 55,118
Change-55,118 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 53,887
Change-53,887 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 53,055
Change-53,055 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 51,600
Change-51,600 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 51,130
Change-51,130 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 50,964
Change-50,964 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 50,639
Change-50,639 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 49,611
Change-49,611 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 49,127
Change-49,127 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 47,377
Change-47,377 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 46,990
Change-46,990 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 46,673
Change-46,673 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 45,353
Change-45,353 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 42,795
Change-42,795 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 42,751
Change-42,751 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 41,234
Change-41,234 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 40,678
Change-40,678 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 38,605
Change-38,605 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 38,361
Change-38,361 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 38,233
Change-38,233 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 38,054
Change-38,054 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 37,393
Change-37,393 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 37,255
Change-37,255 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 36,382
Change-36,382 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 35,768
Change-35,768 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 34,979
Change-34,979 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 34,973
Change-34,973 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 34,808
Change-34,808 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 34,177
Change-34,177 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 33,844
Change-33,844 (-100%)
Value—
Allstate Corp
N/A
Shares— from 33,441
Change-33,441 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 31,884
Change-31,884 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 31,546
Change-31,546 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 31,027
Change-31,027 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 30,702
Change-30,702 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 30,512
Change-30,512 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 29,802
Change-29,802 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 29,583
Change-29,583 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 28,393
Change-28,393 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 28,188
Change-28,188 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 27,336
Change-27,336 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,016
Change-27,016 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 26,669
Change-26,669 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 26,023
Change-26,023 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 25,053
Change-25,053 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 25,043
Change-25,043 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 24,741
Change-24,741 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,414
Change-23,414 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 23,180
Change-23,180 (-100%)
Value—
Dockside LLC
N/A
Shares— from 23,106
Change-23,106 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,596
Change-22,596 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 22,533
Change-22,533 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 21,729
Change-21,729 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 21,355
Change-21,355 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 20,803
Change-20,803 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 19,838
Change-19,838 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,608
Change-19,608 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 19,393
Change-19,393 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,022
Change-19,022 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 18,840
Change-18,840 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 18,452
Change-18,452 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 18,424
Change-18,424 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 17,695
Change-17,695 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 16,923
Change-16,923 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 16,746
Change-16,746 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 15,670
Change-15,670 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 15,340
Change-15,340 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 15,312
Change-15,312 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,108
Change-15,108 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 14,848
Change-14,848 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,166
Change-14,166 (-100%)
Value—
Hazelview Securities Inc.
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,704
Change-13,704 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 13,636
Change-13,636 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 13,594
Change-13,594 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,540
Change-13,540 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 13,246
Change-13,246 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,125
Change-13,125 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 12,271
Change-12,271 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 12,256
Change-12,256 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 12,217
Change-12,217 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,847
Change-11,847 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 11,480
Change-11,480 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,424
Change-11,424 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 11,180
Change-11,180 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 11,019
Change-11,019 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 10,156
Change-10,156 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,014
Change-10,014 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 10,012
Change-10,012 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 9,552
Change-9,552 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,267
Change-9,267 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 9,260
Change-9,260 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Optas, LLC
N/A
Shares— from 8,806
Change-8,806 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 8,301
Change-8,301 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 7,655
Change-7,655 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
CSS LLC
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,783
Change-6,783 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,733
Change-6,733 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,589
Change-6,589 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,381
Change-3,381 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 818
Change-818 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 701
Change-701 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 565
Change-565 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 452
Change-452 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 401
Change-401 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 168
Change-168 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 165
Change-165 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 117
Change-117 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 116
Change-116 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 86
Change-86 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 66
Change-66 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Quarry LP
N/A
Shares— from 40
Change-40 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 40
Change-40 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 34
Change-34 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Motco
N/A
Shares— from 18
Change-18 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 6
Change-6 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 2
Change-2 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED4,415,3044,403,909+11,395+0%$205.0M$181.5M-$23.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED2,841,1322,818,943+22,189+1%$131.2M$116.7M-$14.4M2026-11-04
Equity Investment Corp
INCREASED2,435,8461,667,015+768,831+46%$77.6M$100.1M+$22.5M2026-11-04
Daiwa Securities Group Inc.
DECREASED1,847,5731,930,802-83,229-4%$89.8M$75.9M-$13.9M2026-10-29
Bank of New York Mellon Corp
DECREASED1,779,9171,836,020-56,103-3%$85.4M$73.1M-$12.3M2026-11-05
Fisher Asset Management, LLC
INCREASED782,001574,722+207,279+36%$26.7M$32.1M+$5.4M2026-11-06
Jefferies Financial Group Inc.
DECREASED650,0591,431,000-780,941-55%$66.6M$26.7M-$39.9M2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED581,500628,200-46,700-7%$29.2M$23.9M-$5.3M2026-10-30
ProShare Advisors LLC
DECREASED561,534600,442-38,908-6%$27.9M$23.1M-$4.9M2026-10-29
AGF Management LTD
DECREASED521,961529,142-7,181-1%$24.6M$21.4M-$3.2M2026-11-03
Sound Income Strategies, LLC
INCREASED496,322492,874+3,448+1%$22.9M$20.0M-$2.9M2026-10-09
Verity & Verity, LLC
INCREASED486,631473,845+12,786+3%$22.0M$20.0M-$2.1M2026-10-23
Principal Financial Group Inc
DECREASED471,658474,527-2,869-1%$22.1M$19.4M-$2.7M2026-11-02
Creative Planning
DECREASED447,416618,874-171,458-28%$28.8M$18.4M-$10.4M2026-11-02
Tectonic Advisors LLC
INCREASED405,201379,607+25,594+7%$17.7M$16.6M-$1.0M2026-10-22
Barclays PLC
INCREASED373,533173,149+200,384+116%$8.1M$15.3M+$7.3M2026-11-06
Gerald Baker Financial Group LLC
INCREASED357,790346,549+11,241+3%$16.1M$14.7M-$1.4M2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED356,059221,559+134,500+61%$9.2M$13.2M+$4.0M2026-10-13
Asset Management One Co., Ltd.
INCREASED344,858325,008+19,850+6%$15.1M$14.2M-$952.4K2026-10-27
Citigroup Inc
INCREASED332,442286,986+45,456+16%$13.4M$13.7M+$306.6K2026-11-04
Aberdeen Group plc
DECREASED321,856404,093-82,237-20%$18.8M$99.5M+$80.7M2026-11-06
M&G Plc
INCREASED275,209271,663+3,546+1%$12.8M$11.3M-$1.5M2026-11-04
LPL Financial LLC
INCREASED230,275226,857+3,418+2%$10.6M$9.5M-$1.1M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED224,261657,602-433,341-66%$30.6M$9.2M-$21.4M2026-10-29
Retirement Systems of Alabama
INCREASED197,967196,771+1,196+1%$9.2M$8.1M-$1.0M2026-11-04
State of Alaska, Department of Revenue
INCREASED186,622186,575+47+0%$8.7M$7.7K-$8.7M2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED186,289186,722-4330%$8.7M$7.7M-$1.0M2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED177,063163,128+13,935+9%$7.6M$7.3M-$314.8K2026-11-05
New York State Teachers Retirement System
DECREASED173,044175,025-1,981-1%$8.1M$7.1K-$8.1M2026-10-22
CoreCap Advisors, LLC
INCREASED149,8681+149,867+14986700%$24$6.2M+$6.2M2026-10-08
Commonwealth Equity Services, LLC
INCREASED140,318132,683+7,635+6%$6.2M$5.8M-$408.1K2026-11-02
Chilton Capital Management LLC
DECREASED135,907153,119-17,212-11%$7.1M$5.6M-$1.5M2026-10-28
Amundi
DECREASED130,353227,185-96,832-43%$10.6M$5.4M-$5.2M2026-11-06
Exchange Traded Concepts, LLC
INCREASED119,997116,346+3,651+3%$5.4M$4.9M-$482.9K2026-10-28
Russell Investments Group, Ltd.
DECREASED107,095111,720-4,625-4%$5.2M$4.4M-$799.7K2026-11-06
Deutsche Bank Ag\
DECREASED105,157428,998-323,841-75%$20.0M$4.3M-$15.6M2026-11-06
Thrivent Financial for Lutherans
INCREASED102,12784,085+18,042+21%$3.9M$4.2K-$3.9M2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED101,52551,576+49,949+97%$2.4M$4.2M+$1.8M2026-10-16
Bernzott Capital Advisors
DECREASED89,898120,719-30,821-26%$5.6M$3.7M-$1.9M2026-10-29
Amalgamated Bank
INCREASED85,89884,516+1,382+2%$3.9M$3.5K-$3.9M2026-10-23
Adams Asset Advisors, LLC
UNCHANGED78,93378,93300%$3.7M$3.2M-$429.4K2026-10-08
Riverwater Partners LLC
INCREASED77,13168,759+8,372+12%$3.2M$3.2M-$30.0K2026-11-03
Cambiar Investors LLC
DECREASED73,18075,999-2,819-4%$3.5M$3.0M-$529.3K2026-11-04
DekaBank Deutsche Girozentrale
INCREASED71,04351,182+19,861+39%$2.1K$2.9K+$7882026-10-27
Mutual of America Capital Management LLC
DECREASED69,91670,613-697-1%$3.3M$2.9M-$412.8K2026-10-23
Nisa Investment Advisors, LLC
DECREASED65,33966,166-827-1%$3.1M$2.7M-$393.9K2026-10-20
Values First Advisors, Inc.
DECREASED61,01161,306-2950%$2.9M$2.5M-$345.6K2026-10-23
Virginia Retirement Systems ET Al
INCREASED58,45050,650+7,800+15%$2.4M$2.4M+$45.0K2026-10-28
Louisiana State Employees Retirement System
INCREASED57,00055,700+1,300+2%$2.6M$2.3M-$249.6K2026-10-20
TT Capital Management LLC
INCREASED55,95053,025+2,925+6%$2.5M$2.3M-$168.3K2026-10-15
Yousif Capital Management, LLC
DECREASED55,63558,470-2,835-5%$2.7M$2.3M-$434.6K2026-10-22
Arizona State Retirement System
INCREASED53,59352,497+1,096+2%$2.4M$2.2M-$240.5K2026-11-03
Southland Equity Partners LLC
INCREASED52,74252,722+20+0%$2.5M$2.2M-$286.0K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED52,36451,639+725+1%$2.4M$2.2M-$251.1K2026-11-03
Red Spruce Capital, LLC
INCREASED52,33252,321+11+0%$2.4M$2.2M-$284.2K2026-10-07
Pensionfund PDN
DECREASED51,20054,700-3,500-6%$2.5K$2.1K-$4412026-10-05
State of New Jersey Common Pension Fund D
UNCHANGED51,14751,14700%$2.4M$2.1M-$278.2K2026-11-05
Kestra Advisory Services, LLC
INCREASED49,44546,818+2,627+6%$2.2M$2.0M-$146.7K2026-11-02
Truist Financial Corp
INCREASED49,27745,279+3,998+9%$2.1M$2.0M-$82.1K2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED48,48245,107+3,375+7%$2.1M$2.0M-$106.7K2026-10-20
Albion Financial Group
DECREASED48,02548,545-520-1%$2.3M$2.0M-$285.5K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED45,68540,538+5,147+13%$1.9M$1.9K-$1.9M2026-11-02
Neos Investment Management LLC
INCREASED45,66340,212+5,451+14%$1.9M$1.9M+$5.2K2026-11-04
State of Michigan Retirement System
INCREASED44,98444,484+500+1%$2.1M$1.8M-$221.4K2026-10-27
Mondrian Investment Partners LTD
DECREASED44,2501,123,643-1,079,393-96%$52.3M$1.8M-$50.5M2026-10-23
Assetmark, Inc
INCREASED42,57539,131+3,444+9%$1.8M$1.7M-$71.4K2026-10-21
Oregon Public Employees Retirement Fund
INCREASED39,80139,301+500+1%$1.8M$1.6M-$193.3K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED38,35724,347+14,010+58%$1.1M$1.6M+$443.2K2026-10-27
Savant Capital, LLC
NEW38,257—+38,257——$1.6M—2026-11-06
Chicago Partners Investment Group LLC
DECREASED38,24649,264-11,018-22%$2.4M$1.6M-$800.6K2026-10-27
IFM Investors Pty Ltd
INCREASED38,14931,075+7,074+23%$1.4M$1.6M+$121.6K2026-10-14
New Mexico Educational Retirement Board
UNCHANGED37,10037,10000%$1.7M$1.5K-$1.7M2026-11-05
MFG Wealth Management, Inc.
INCREASED35,22033,390+1,830+5%$1.6M$1.4M-$106.4K2026-10-09
Merit Financial Group, LLC
DECREASED35,06845,758-10,690-23%$2.1M$1.4M-$688.2K2026-11-06
Achmea Investment Management B.V.
NEW34,956—+34,956——$1.4M—2026-10-30
Burford Brothers, Inc.
INCREASED34,89526,995+7,900+29%$1.3M$1.4M+$177.7K2026-10-21
HB Wealth Management, LLC
INCREASED30,99328,943+2,050+7%$1.3M$1.3M-$73.2K2026-10-23
Pictet Asset Management Holding SA
UNCHANGED30,08330,08300%$1.4M$1.2M-$163.7K2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED28,62828,796-168-1%$1.3M$1.2M-$163.5K2026-10-15
Knights of Columbus Asset Advisors LLC
DECREASED28,46129,299-838-3%$1.4M$1.2M-$193.8K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED27,81923,967+3,852+16%$1.1M$1.1M+$5.6K2026-10-13
Brighton Jones LLC
DECREASED26,80039,211-12,411-32%$1.8M$1.1M-$723.2K2026-11-03
Farther Finance Advisors, LLC
INCREASED26,48923,646+2,843+12%$1.1M$1.1M-$12.7K2026-10-08
Lecap Asset Management LTD
NEW25,331—+25,331——$1.0M—2026-10-27
Pensionfund Sabic
DECREASED24,80026,800-2,000-7%$1.2K$1.0K-$2282026-10-05
Jeppson Wealth Management, LLC
DECREASED24,64524,902-257-1%$1.2M$1.0M-$146.0K2026-10-20
UniSuper Management Pty Ltd
INCREASED23,40022,900+500+2%$1.1M$961.5K-$104.0K2026-10-26
Certified Advisory Corp
INCREASED22,85022,705+145+1%$1.1M$938.9K-$117.6K2026-10-29
Certuity, LLC
INCREASED22,74017,610+5,130+29%$819.4K$934.4K+$115.0K2026-11-02
Collar Capital Management, LLC
DECREASED22,17722,517-340-2%$1.0M$911.3K-$136.5K2026-10-28
Illinois Municipal Retirement Fund
NEW22,017—+22,017——$904.7K—2026-11-05
Evergreen Capital Management LLC
INCREASED21,99120,921+1,070+5%$973.5K$903.6K-$69.8K2026-10-23
Xponance LLC
DECREASED21,94722,666-719-3%$1.1M$901.8K-$152.8K2026-11-03
Baker Avenue Asset Management, LP
INCREASED21,70320,669+1,034+5%$961.7K$891.8K-$70.0K2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED21,11512,650+8,465+67%$588.6K$867.6K+$279.0K2026-10-30
Eurizon Capital SGR S.p.A.
UNCHANGED20,43220,43200%$951.1K$839.7K-$111.4K2026-11-06
Wesbanco Bank Inc
DECREASED20,23999,206-78,967-80%$4.6M$831.6K-$3.8M2026-11-04
Pathway Financial Advisers, LLC
DECREASED19,75719,834-770%$922.9K$811.8K-$111.1K2026-10-27
MQS Management LLC
NEW19,345—+19,345——$794.9K—2026-11-06
J.W. Cole Advisors, Inc.
DECREASED19,02319,980-957-5%$929.7K$781.7K-$148.0K2026-11-05
Allworth Financial LP
INCREASED18,95618,340+616+3%$853.4K$882.0K+$28.7K2026-11-06
Lido Advisors, LLC
INCREASED18,68216,800+1,882+11%$781.8K$767.6K-$14.1K2026-11-04
Morey & Quinn Wealth Partners, LLC
UNCHANGED17,78117,78100%$827.3K$730.6K-$96.7K2026-10-28
Harbour Trust & Investment Management Co
DECREASED17,59617,892-296-2%$832.5K$723.0K-$109.5K2026-10-28
HUB Investment Partners, LLC
DECREASED17,44418,112-668-4%$842.7K$716.8K-$126.0K2026-11-03
Linden Thomas Advisory Services, LLC
INCREASED17,36016,864+496+3%$784.7K$713.3K-$71.4K2026-10-19
Versant Capital Management, Inc
INCREASED16,47812,958+3,520+27%$602.9K$677.1K+$74.1K2026-10-02
Atria Investments, Inc
DECREASED15,53918,404-2,865-16%$856.4K$638.5K-$217.9K2026-10-15
Robeco Institutional Asset Management B.V.
NEW15,411—+15,411——$633.2K—2026-10-20
Crestwood Advisors Group, LLC
INCREASED15,14410,539+4,605+44%$490.4K$622.2K+$131.9K2026-10-27
Krilogy Financial LLC
DECREASED14,81721,288-6,471-30%$990.5K$601.1K-$389.4K2026-10-13
111 Capital
NEW14,576—+14,576——$598.9K—2026-11-03
Virtue Capital Management, LLC
UNCHANGED14,15514,15500%$658.6K$581.6K-$77.0K2026-10-29
Securian Asset Management, Inc
INCREASED14,10014,018+82+1%$695.2K$579.4K-$115.8K2026-11-06
US Bancorp \de\
INCREASED13,95813,032+926+7%$606.4K$573.5K-$32.8K2026-11-05
Oak Thistle LLC
NEW13,396—+13,396——$550.4K—2026-10-21
Choreo, LLC
INCREASED13,3826,225+7,157+115%$289.9K$549.9K+$260.0K2026-10-28
Vanderbilt University
INCREASED13,29512,996+299+2%$604.7K$546.3K-$58.4K2026-11-02
Spirit of America Management Corp
DECREASED13,25014,250-1,000-7%$663.1K$544.4K-$118.6K2026-10-14
Swiss Life Asset Management Ltd
UNCHANGED13,06213,06200%$607.8K$536.7K-$71.1K2026-11-03
AlphaCore Capital LLC
INCREASED12,99010,368+2,622+25%$482.4K$533.8K+$51.3K2026-11-04
Larson Financial Group LLC
INCREASED12,9264,647+8,279+178%$216.2K$531.1K+$314.9K2026-11-05
Inscription Capital, LLC
DECREASED12,77419,868-7,094-36%$924.5K$524.9K-$399.6K2026-11-02
Crossmark Global Holdings, Inc.
DECREASED12,66413,742-1,078-8%$639.4K$520.4K-$119.1K2026-10-21
Parcion Private Wealth LLC
DECREASED12,61714,851-2,234-15%$691.0K$518.4K-$172.6K2026-10-28
Glenview Trust Co
INCREASED12,46112,261+200+2%$570.5K$512.0K-$58.5K2026-10-28
MGO One Seven LLC
INCREASED12,31710,781+1,536+14%$501.6K$506.1K+$4.5K2026-10-28
Axxcess Wealth Management, LLC
INCREASED12,1239,797+2,326+24%$455.9K$498.1K+$42.3K2026-10-21
Peak Financial Advisors LLC
INCREASED11,94811,694+254+2%$544.1K$490.9K-$53.2K2026-10-28
Ninety One UK Ltd
UNCHANGED11,84711,84700%$551.2K$486.8K-$64.4K2026-10-15
PNC Financial Services Group, Inc.
DECREASED11,73014,418-2,688-19%$670.9K$482.0K-$188.9K2026-11-06
Intrua Financial, LLC
DECREASED11,70011,872-172-1%$552.4K$480.8K-$71.7K2026-10-28
Applied Capital LLC
INCREASED11,56011,360+200+2%$528.6K$475.0K-$53.6K2026-10-07
Concurrent Investment Advisors, LLC
INCREASED11,5354,486+7,049+157%$208.7K$474.0K+$265.3K2026-10-16
Maryland State Retirement & Pension System
INCREASED11,3479,867+1,480+15%$459.1K$466.2K+$7.1K2026-11-05
Vise Technologies, Inc.
DECREASED11,16513,280-2,115-16%$617.9K$458.8K-$159.1K2026-10-29
Curated Wealth Partners LLC
NEW10,780—+10,780——$443.0K—2026-10-15
Clearstead Advisors, LLC
INCREASED10,6738,379+2,294+27%$389.9K$438.6K+$48.7K2026-11-06
Inspire Investing, LLC
INCREASED10,54810,037+511+5%$467.0K$433.4K-$33.6K2026-10-22
Gateway Investment Advisers LLC
NEW10,382—+10,382——$426.6K—2026-10-13
Sterling Capital Management LLC
DECREASED10,22010,421-201-2%$484.9K$419.9K-$64.9K2026-10-22
Sigma Planning Corp
INCREASED9,4429,073+369+4%$422.2K$388.0K-$34.2K2026-10-23
Advisortrust Partners, LLC
INCREASED9,3095,620+3,689+66%$261.5K$382.5K+$121.0K2026-11-02
New Wave Wealth Advisors LLC
INCREASED9,2364,851+4,385+90%$225.7K$374.1K+$148.3K2026-10-19
Signaturefd, LLC
DECREASED9,06710,462-1,395-13%$486.8K$372.6K-$114.2K2026-10-23
Ethic Inc.
INCREASED9,0268,830+196+2%$410.9K$370.9K-$40.0K2026-11-03
MBL Wealth, LLC
NEW8,951—+8,951——$367.8K—2026-10-22
Abel Hall, LLC
INCREASED8,8628,817+45+1%$410.3K$364.1K-$46.1K2026-10-19
TD Waterhouse Canada Inc.
INCREASED8,6418,403+238+3%$391.4K$347.3K-$44.1K2026-10-16
Nykredit A/S
UNCHANGED8,1098,10900%$377.3K$333.2K-$44.1K2026-11-06
Davenport & Co LLC
INCREASED8,0056,954+1,051+15%$323.6K$328.9K+$5.4K2026-10-14
Simplex Trading, LLC
DECREASED7,93815,270-7,332-48%$710.5K$326.2K-$384.3K2026-11-04
Castle Rock Wealth Management, LLC
INCREASED7,7157,132+583+8%$332.1K$312.6K-$19.6K2026-10-09
Ritholtz Wealth Management
DECREASED7,54011,692-4,152-36%$544.0K$309.8K-$234.2K2026-11-05
Romano Brothers and Company
UNCHANGED7,4957,49500%$348.7K$308.0K-$40.8K2026-10-22
Wedmont Private Capital
INCREASED7,4304,450+2,980+67%$208.1K$299.2K+$91.1K2026-10-09
Essential Partners LLC
DECREASED7,3509,518-2,168-23%$442.9K$302.0K-$140.9K2026-10-14
Stokes Capital Advisors, LLC
INCREASED7,3004,800+2,500+52%$223.3K$300.0K+$76.6K2026-10-09
Parallel Advisors, LLC
DECREASED7,1948,449-1,255-15%$393.1K$295.6K-$97.5K2026-11-03
Daymark Wealth Partners, LLC
INCREASED7,1866,883+303+4%$320.3K$295.3K-$25.0K2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED7,1575,830+1,327+23%$271.3K$294.1K+$22.8K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED7,0256,763+262+4%$314.7K$288.6K-$26.0K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED6,9228,455-1,533-18%$393.4K$284.4K-$109.0K2026-11-04
Perigon Wealth Management, LLC
INCREASED6,8145,696+1,118+20%$265.0K$280.0K+$15.0K2026-10-22
TD Private Client Wealth LLC
INCREASED6,7126,482+230+4%$301.6K$275.8K-$25.8K2026-10-28
Verity Asset Management, Inc.
INCREASED6,5986,198+400+6%$288.4K$271.1K-$17.3K2026-10-30
Platform Technology Partners
INCREASED6,4695,228+1,241+24%$243.3K$265.8K+$22.6K2026-11-02
Caitong International Asset Management Co., Ltd
NEW6,419—+6,419——$263.8K—2026-10-29
GW Henssler & Associates LTD
DECREASED6,40810,671-4,263-40%$496.5K$263.3K-$233.2K2026-10-26
Strs Ohio
INCREASED6,3873,987+2,400+60%$185.5K$262.4K+$76.9K2026-10-30
Apollon Wealth Management, LLC
DECREASED6,3806,852-472-7%$318.8K$262.2K-$56.7K2026-10-23
Capital Management Associates, Inc
DECREASED6,21012,239-6,029-49%$569.5K$255.2K-$314.3K2026-10-20
Interchange Capital Partners, LLC
INCREASED6,1535,890+263+4%$274.1K$252.8K-$21.2K2026-10-28
Mission Wealth Management, LP
DECREASED6,11012,366-6,256-51%$575.4K$251.1K-$324.3K2026-10-15
WealthPlan Investment Management, LLC
NEW6,108—+6,108——$251.0K—2026-10-15
Gables Capital Management Inc.
DECREASED6,0756,275-200-3%$292.0K$249.6K-$42.4K2026-11-04
Riversedge Advisors, LLC
DECREASED5,9586,911-953-14%$321.6K$244.8K-$76.8K2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED5,8895,954-65-1%$277.0K$242.0K-$35.1K2026-10-22
D.A. Davidson & Co.
DECREASED5,8606,525-665-10%$303.6K$240.8K-$62.8K2026-10-28
CIBC Asset Management Inc
UNCHANGED5,8565,85600%$272.5K$240.6K-$31.9K2026-11-05
North Dakota State Investment Board
INCREASED5,7915,616+175+3%$261.3K$238.0K-$23.4K2026-10-27
SC&H Financial Advisors, Inc.
UNCHANGED5,7445,74400%$267.3K$236.0K-$31.2K2026-10-14
Cornerstone Wealth Group, LLC
NEW5,697—+5,697——$234.1K—2026-11-02
Soltis Investment Advisors LLC
INCREASED5,5394,946+593+12%$230.1K$227.6K-$2.5K2026-10-28
SYM Financial Corp
DECREASED5,5367,087-1,551-22%$329.8K$227.5K-$102.3K2026-10-26
Mather Group, Llc.
INCREASED5,5315,481+50+1%$255.0K$227.3K-$27.8K2026-10-14
Sagespring Wealth Partners, LLC
NEW5,519—+5,519——$226.8K—2026-10-22
KBC Group NV
UNCHANGED5,5155,51500%$257.0K$227-$256.8K2026-10-22
Alps Advisors Inc
INCREASED5,4765,416+60+1%$252.0K$225.0K-$27.0K2026-11-03
Strengthening Families & Communities, LLC
INCREASED5,3865,319+67+1%$247.5K$221.3K-$26.2K2026-10-21
Plan Group Financial, LLC
INCREASED5,3475,323+24+0%$247.7K$222.4K-$25.3K2026-10-22
Bailard, Inc.
DECREASED5,20017,800-12,600-71%$828.2K$213.7K-$614.6K2026-10-13
Albert D Mason Inc
INCREASED5,1425,071+71+1%$236.0K$211.3K-$24.7K2026-10-27
Fiduciary Alliance LLC
INCREASED5,1184,695+423+9%$218.5K$210.3K-$8.2K2026-10-13
Griffin Asset Management, Inc.
INCREASED5,1015,055+46+1%$235.2K$209.6K-$25.6K2026-10-22
Praxis Investment Management Inc
UNCHANGED5,0505,05000%$235.0K$208-$234.8K2026-11-03
Americana Partners, LLC
DECREASED4,8825,348-466-9%$248.8K$200.6K-$48.2K2026-10-28
Duncker Streett & Co Inc
UNCHANGED4,8404,84000%$225.2K$198.9K-$26.3K2026-10-27
IFP Advisors, Inc
DECREASED4,2115,583-1,372-25%$259.8K$173.0K-$86.7K2026-10-16
Montag A & Associates Inc
UNCHANGED3,6133,61300%$168.1K$148.5K-$19.7K2026-10-29
SJS Investment Consulting Inc.
INCREASED3,5352,337+1,198+51%$108.7K$145.3K+$36.5K2026-10-26
UMB Bank, n.a.
INCREASED3,4882,800+688+25%$130.3K$143.3K+$13.0K2026-11-06
Lanark Financial, Inc.
INCREASED3,1351,711+1,424+83%$79.6K$128.8K+$49.2K2026-10-26
Spire Wealth Management
INCREASED3,0712,419+652+27%$112.6K$126.2K+$13.6K2026-10-30
True Wealth Design, LLC
DECREASED3,0423,471-429-12%$161.5K$125.0K-$36.5K2026-10-13
John Boyer, Inc.
NEW2,973—+2,973——$122.1K—2026-10-27
Gamma Investing LLC
DECREASED2,6992,917-218-7%$135.7K$110.9K-$24.8K2026-10-08
Root Financial Partners, LLC
NEW2,643—+2,643——$108.6K—2026-10-21
GF Fund Management Co. Ltd.
DECREASED2,5322,570-38-1%$119.6K$104.0K-$15.5K2026-10-26
Private Trust Co NA
UNCHANGED2,4032,40300%$111.8K$98.7K-$13.1K2026-10-20
Gold Investment Management Ltd.
UNCHANGED2,2952,29500%$106.8K$94.3K-$12.5K2026-10-19
Elevation Wealth Partners, LLC
INCREASED2,2661,090+1,176+108%$50.7K$93.1K+$42.4K2026-10-07
Fifth Third Bancorp
DECREASED2,1772,217-40-2%$103.2K$89.5K-$13.7K2026-11-05
Ascentis Independent Advisors
NEW1,818—+1,818——$74.7K—2026-11-03
Bokf, NA
UNCHANGED1,8001,80000%$83.8K$74.0K-$9.8K2026-10-27
Wolverine Asset Management LLC
UNCHANGED1,8001,80000%$83.8K$74.0K-$9.8K2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
NEW1,725—+1,725——$71—2026-10-22
Capital Advisors, Ltd. LLC
INCREASED1,6991,356+343+25%$63$70+$72026-10-27
Quaker Wealth Management, LLC
UNCHANGED1,5151,51500%$70.5K$62.3K-$8.2K2026-10-22
Fulcrum Asset Management LLP
UNCHANGED1,5141,51400%$71.7K$62.6K-$9.1K2026-11-04
Ascentis Wealth Management, LLC
INCREASED1,2481,186+62+5%$55.2K$51.3K-$3.9K2026-11-03
Central Trust Co
UNCHANGED1,1001,10000%$51.2K$45.2K-$6.0K2026-11-05
Provenance Wealth Advisors, LLC
NEW1,066—+1,066——$43.8K—2026-10-30
Pension & Wealth Management Advisors, Inc.
NEW988—+988——$40.6K—2026-10-16
Horizons Wealth Management
NEW975—+975——$40.1K—2026-10-05
Elyxium Wealth, LLC
NEW940—+940——$38.6K—2026-10-27
First United Bank & Trust
UNCHANGED90090000%$41.9K$37.0K-$4.9K2026-10-22
Covestor Ltd
INCREASED800487+313+64%$23$33+$102026-10-30
V-Square Quantitative Management LLC
UNCHANGED77977900%$36.2K$32.0K-$4.2K2026-10-15
Chung Wu Investment Group, LLC
UNCHANGED70070000%$32.6K$28.8K-$3.8K2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED58058000%$27$23-$42026-11-04
Clearstead Trust, LLC
DECREASED578585-7-1%$27.2K$23.8K-$3.5K2026-11-06
Caldwell Trust Co
UNCHANGED55255200%$25.7K$22.7K-$3.0K2026-10-30
Parkside Financial Bank & Trust
DECREASED522550-28-5%$25.6K$21.5K-$4.1K2026-10-27
Westside Investment Management, Inc.
UNCHANGED51351300%$23.9K$21.0K-$2.9K2026-11-02
North Star Investment Management Corp.
DECREASED512522-10-2%$24.3K$21.0K-$3.3K2026-10-27
Bullock Wealth Management Group
UNCHANGED50050000%$23.3K$20.1K-$3.2K2026-10-09
Nova Financial LLC
NEW495—+495——$20.4K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW420—+420——$17.3K—2026-10-27
Silver Grove Financial Group, Inc.
INCREASED359119+240+202%$5.5K$14.8K+$9.2K2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED350834-484-58%$38.8K$14.4K-$24.4K2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED344343+1+0%$16.0K$14.2K-$1.8K2026-10-14
Ares Financial Consulting, LLC
UNCHANGED33933900%$15.8K$13.9K-$1.8K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED330490-160-33%$22.8K$13.6K-$9.2K2026-10-05
Markowski Investments
INCREASED328225+103+46%$10.5K$13.5K+$3.0K2026-10-30
Financial Consulate, Inc
INCREASED317313+4+1%$14.6K$13.0K-$1.5K2026-10-23
City Holding Co
UNCHANGED30030000%$14.0K$12.3K-$1.6K2026-10-19
Jnba Financial Advisors
UNCHANGED27927900%$13.0K$11.5K-$1.5K2026-11-03
First Command Advisory Services, Inc.
DECREASED258286-28-10%$13.3K$10.6K-$2.7K2026-11-05
Birchbrook, Inc.
INCREASED247243+4+2%$11.3K$10.1K-$1.2K2026-10-14
Kingdom Financial Group Llc.
INCREASED224221+3+1%$10.3K$9.2K-$1.1K2026-11-04
Richardson Financial Services Inc.
UNCHANGED21521500%$10.0K$8.8K-$1.2K2026-10-30
Latitude Advisors, LLC
NEW208—+208——$8.5K—2026-10-27
Triumph Capital Management
INCREASED200100+100+100%$4.7K$8.2K+$3.6K2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED198209-11-5%$9.7K$8.1K-$1.6K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED17917900%$8.3K$7.4K-$9742026-10-21
Signature Equity Partners, LLC
NEW168—+168——$6.9K—2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED16816800%$7.8K$6.9K-$9142026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED15015000%$7.0K$6.2K-$8162026-10-20
Key Capital Management, Inc
DECREASED146562-416-74%$26.2K$6.0K-$20.2K2026-11-03
Tributary Capital Management, LLC
NEW145—+145——$6.0K—2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED134315-181-57%$14.7K$5.5K-$9.2K2026-10-07
GK Wealth Management LLC
NEW125—+125——$5.2K—2026-10-09
Activest Wealth Management
DECREASED123255-132-52%$11.9K$5.1K-$6.8K2026-10-15
Physician Wealth Advisors, Inc.
DECREASED121164-43-26%$7.6K$5.0K-$2.7K2026-10-20
Carolina Wealth Advisors, LLC
UNCHANGED12012000%$5.6K$4.9K-$6532026-10-23
Cape Investment Advisory, Inc.
UNCHANGED10010000%$4.7K$4.1K-$5442026-10-13
Bell Investment Advisors, Inc
UNCHANGED999900%$4.6K$4.1K-$5392026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED878700%$4.0K$3.6K-$4742026-10-15
Fortitude Family Office, LLC
DECREASED84173-89-51%$8.1K$3.5K-$4.6K2026-10-14
Concord Wealth Partners
UNCHANGED848400%$3.9K$3.5K-$4572026-11-02
Avion Wealth
DECREASED8092-12-13%$4$3-$12026-11-04
GoalVest Advisory LLC
NEW77—+77——$3.2K—2026-10-02
Rossby Financial, LCC
INCREASED7364+9+14%$3.0K$3.0K+$222026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED545400%$2.5K$2.2K-$2942026-10-28
Cromwell Holdings LLC
UNCHANGED474700%$2.2K$1.9K-$2562026-10-28
Trust Co of Vermont
NEW46—+46——$1.9K—2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED454500%$2.1K$1.9K-$2462026-10-22
Valley National Advisers Inc
NEW42—+42——$1.7K—2026-10-23
Hilton Head Capital Partners, LLC
INCREASED3938+1+3%$1.8K$1.6K-$1862026-10-23
Private Wealth Management Group, LLC
DECREASED3032-2-6%$1.5K$1.2K-$2562026-10-19
Bare Financial Services, Inc
UNCHANGED262600%$1.2K$1.1K-$1412026-11-04
Birchwood Financial Partners, Inc.
NEW17—+17——$699—2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED101000%$466$411-$552026-11-03
Planning Strategies Inc.
UNCHANGED101000%$465$411-$542026-10-02
Trust Co
UNCHANGED9900%$419$370-$492026-10-09
Blue Trust, Inc.
DECREASED825-17-68%$1.2K$329-$8342026-10-15
James T. Borello RIA
DECREASED78-1-12%$372$288-$842026-10-16
American Capital Advisory, LLC
UNCHANGED6600%$280$247-$332026-10-28
Maseco LLP
NEW5—+5——$205—2026-10-27
Hughes Financial Services, LLC
UNCHANGED3300%$140$125-$152026-10-30
Buck Wealth Strategies, LLC
DECREASED24-2-50%$186$82-$1042026-10-28
MV Capital Management, Inc.
UNCHANGED2200%$94$83-$112026-10-29
Monetary Solutions, Ltd
NEW1—+1——$41—2026-10-22
Sophron Capital Management L.P.
CLOSED034,116-34,116-100%$1.6M$0-$1.6M2026-10-13
Samalin Investment Counsel, LLC
CLOSED08,405-8,405-100%$391.1K$0-$391.1K2026-10-23
QTR Family Wealth, LLC
CLOSED07,716-7,716-100%$359.0K$0-$359.0K2026-11-02
Capital Square, LLC
CLOSED06,504-6,504-100%$304.2K$0-$304.2K2026-10-19
iA Global Asset Management Inc.
CLOSED05,960-5,960-100%$277.0K$0-$277.0K2026-10-29
Beese Fulmer Investment Management, Inc.
CLOSED05,911-5,911-100%$275.0K$0-$275.0K2026-10-23
Keybank National Association
CLOSED05,243-5,243-100%$244.0K$0-$244.0K2026-11-04
55 North Private Wealth, LLC
CLOSED04,945-4,945-100%$230.1K$0-$230.1K2026-10-20
Compound Planning, Inc.
CLOSED04,678-4,678-100%$217.7K$0-$217.7K2026-11-05
Oppenheimer & Co Inc
CLOSED04,654-4,654-100%$216.6K$0-$216.6K2026-10-26
VestGen Advisors, LLC
CLOSED04,579-4,579-100%$213.1K$0-$213.1K2026-10-27
waypoint wealth counsel
CLOSED04,496-4,496-100%$209.2K$0-$209.2K2026-10-22
Aspiriant, LLC
CLOSED04,439-4,439-100%$206.5K$0-$206.5K2026-10-16
Frank, Rimerman Advisors LLC
CLOSED04,317-4,317-100%$200.9K$0-$200.9K2026-10-16
International Assets Investment Management, LLC
CLOSED0691-691-100%$32.2K$0-$32.2K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0411-411-100%$19.1K$0-$19.1K2026-11-06
AdvisorNet Financial, Inc
CLOSED0365-365-100%$17.0K$0-$17.0K2026-10-15
FNY Investment Advisers, LLC
CLOSED035-35-100%$1$0-$12026-10-16
LifeSteps Financial, Inc.
CLOSED035-35-100%$1.6K$0-$1.6K2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED014-14-100%$632$0-$6322026-10-23
Financial Management Professionals, Inc.
CLOSED04-4-100%$186$0-$1862026-10-23
BlackRock, Inc.
N/A—26,708,613-26,708,613-100%$1.2B———
Vanguard Portfolio Management LLC
N/A—16,778,215-16,778,215-100%$780.7M———
FMR LLC
N/A—11,436,861-11,436,861-100%$532.2M———
State Street Corp
N/A—11,346,545-11,346,545-100%$528.0M———
AQR Capital Management LLC
N/A—9,773,107-9,773,107-100%$454.7M———
Vanguard Capital Management LLC
N/A—8,557,962-8,557,962-100%$398.2M———
Victory Capital Management Inc
N/A—6,051,488-6,051,488-100%$281.6M———
Cohen & Steers, Inc.
N/A—4,979,814-4,979,814-100%$231.7M———
Morgan Stanley
N/A—3,810,780-3,810,780-100%$177.3M———
Federated Hermes, Inc.
N/A—3,127,776-3,127,776-100%$145.5M———
Charles Schwab Investment Management Inc
N/A—3,115,354-3,115,354-100%$145.0M———
Quantinno Capital Management LP
N/A—2,576,763-2,576,763-100%$119.9M———
Massachusetts Financial Services Co
N/A—2,558,445-2,558,445-100%$128.7M———
Norges Bank
N/A—2,523,970-2,523,970-100%$117.4M———
Rush Island Management, LP
N/A—2,474,091-2,474,091-100%$115.1M———
JPMorgan Chase & Co
N/A—2,414,562-2,414,562-100%$114.7M———
Goldman Sachs Group Inc
N/A—2,023,201-2,023,201-100%$94.1M———
Northern Trust Corp
N/A—1,972,015-1,972,015-100%$91.8M———
Two Sigma Investments, LP
N/A—1,928,645-1,928,645-100%$89.7M———
Bank of America Corp
N/A—1,885,611-1,885,611-100%$87.7M———
Prudential Financial Inc
N/A—1,365,007-1,365,007-100%$63.5M———
Vanguard Fiduciary Trust Co
N/A—1,201,246-1,201,246-100%$55.9M———
UBS Asset Management Americas LLC
N/A—1,180,472-1,180,472-100%$54.9M———
UBS Group AG
N/A—1,176,831-1,176,831-100%$54.8M———
Hudson Bay Capital Management LP
N/A—1,102,191-1,102,191-100%$51.3M———
Legal & General Group Plc
N/A—968,777-968,777-100%$45.1M———
Epoch Investment Partners, Inc.
N/A—967,943-967,943-100%$45.0M———
Allianz Asset Management GmbH
N/A—894,759-894,759-100%$41.6M———
Treasurer of the State of North Carolina
N/A—848,251-848,251-100%$39.5M———
Clearbridge Investments, LLC
N/A—812,545-812,545-100%$37.8M———
Raymond James Financial Inc
N/A—761,008-761,008-100%$35.4M———
Invesco Ltd.
N/A—725,323-725,323-100%$33.7M———
HSBC Holdings PLC
N/A—689,173-689,173-100%$32.2M———
Citadel Advisors LLC
N/A—680,700-680,700-100%$31.7M———
IEQ Capital, LLC
N/A—632,349-632,349-100%$29.4M———
Artisan Partners Limited Partnership
N/A—589,204-589,204-100%$27.4M———
Ameriprise Financial Inc
N/A—570,615-570,615-100%$26.6M———
HRT Financial LP
N/A—549,517-549,517-100%$25.6M———
Rhumbline Advisers
N/A—530,876-530,876-100%$24.7M———
Lasalle Investment Management Securities LLC
N/A—512,634-512,634-100%$23.9M———
Algert Global LLC
N/A—506,434-506,434-100%$23.6M———
APG Asset Management US Inc.
N/A—500,350-500,350-100%$23.3M———
Stifel Financial Corp
N/A—471,049-471,049-100%$21.9M———
Gotham Asset Management, LLC
N/A—469,244-469,244-100%$21.8M———
Renaissance Technologies LLC
N/A—441,800-441,800-100%$20.6M———
Canada Life Assurance Co
N/A—440,878-440,878-100%$20.5M———
Snyder Capital Management L P
N/A—431,298-431,298-100%$20.1M———
Mariner, LLC
N/A—394,351-394,351-100%$18.4M———
Swiss National Bank
N/A—381,800-381,800-100%$17.8M———
Jain Global LLC
N/A—364,357-364,357-100%$17.0M———
Cerity Partners LLC
N/A—342,474-342,474-100%$15.9M———
Arrowstreet Capital, Limited Partnership
N/A—339,984-339,984-100%$15.8M———
California Public Employees Retirement System
N/A—339,115-339,115-100%$15.8M———
Nuveen, LLC
N/A—317,311-317,311-100%$14.8M———
Royal Bank of Canada
N/A—315,395-315,395-100%$14.7M———
Nomura Asset Management International Inc.
N/A—311,469-311,469-100%$14.5M———
Nomura Asset Management Co LTD
N/A—308,210-308,210-100%$14.3M———
Gillson Capital LP
N/A—290,600-290,600-100%$13.5M———
Millennium Management LLC
N/A—287,362-287,362-100%$13.4M———
Public Employees Retirement System of Ohio
N/A—276,878-276,878-100%$12.9M———
Caisse de Depot ET Placement DU Quebec
N/A—275,226-275,226-100%$12.8M———
Susquehanna Portfolio Strategies, LLC
N/A—275,079-275,079-100%$12.8M———
Alliancebernstein L.P.
N/A—271,115-271,115-100%$11.4M———
Danske Bank A/S
N/A—266,194-266,194-100%$12.4M———
Captrust Financial Advisors
N/A—258,884-258,884-100%$12.0M———
Envestnet Asset Management Inc
N/A—258,813-258,813-100%$12.0M———
Schonfeld Strategic Advisors LLC
N/A—246,480-246,480-100%$11.5M———
BNP Paribas Financial Markets
N/A—241,834-241,834-100%$11.3M———
Wells Fargo & Company
N/A—240,042-240,042-100%$11.2M———
Verition Fund Management LLC
N/A—226,953-226,953-100%$10.6M———
Edgestream Partners, L.P.
N/A—222,384-222,384-100%$10.3M———
Mercer Global Advisors Inc
N/A—221,721-221,721-100%$10.3M———
California State Teachers Retirement System
N/A—221,121-221,121-100%$10.3M———
Price T Rowe Associates Inc
N/A—206,991-206,991-100%$9.6M———
Jupiter Topco LLC
N/A—200,016-200,016-100%$9.3M———
Franklin Resources Inc
N/A—195,463-195,463-100%$9.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—191,308-191,308-100%$8.9M———
Sanctuary Advisors, LLC
N/A—189,665-189,665-100%$8.8M———
First Trust Advisors LP
N/A—183,422-183,422-100%$8.5M———
Vanguard Asset Management, Ltd
N/A—180,097-180,097-100%$8.4M———
Vanguard Investments Australia, Ltd.
N/A—174,077-174,077-100%$8.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—171,277-171,277-100%$8.0M———
State Board of Administration of Florida Retirement System
N/A—166,578-166,578-100%$7.8M———
Manufacturers Life Insurance Company, the
N/A—165,896-165,896-100%$7.7M———
Natixis Advisors, LLC
N/A—160,835-160,835-100%$7.5M———
Focus Partners Wealth
N/A—154,771-154,771-100%$7.2M———
Jones Financial Companies Lllp
N/A—144,216-144,216-100%$6.8M———
Voloridge Investment Management, LLC
N/A—143,795-143,795-100%$6.7M———
Point72 Asset Management, L.P.
N/A—132,062-132,062-100%$6.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—131,239-131,239-100%$6.1M———
Oversea-Chinese Banking Corp Ltd
N/A—130,490-130,490-100%$6.1M———
D. E. Shaw & Co., Inc.
N/A—130,311-130,311-100%$6.1M———
Alberta Investment Management Corp
N/A—124,300-124,300-100%$5.8M———
Macquarie Group LTD
N/A—121,718-121,718-100%$5.7M———
Voya Investment Management LLC
N/A—121,271-121,271-100%$5.6M———
Jane Street Group, LLC
N/A—113,163-113,163-100%$5.3M———
TD Asset Management Inc
N/A—107,231-107,231-100%$5.0M———
Mizuho Markets Americas LLC
N/A—103,800-103,800-100%$4.8M———
New Age Alpha Advisors, LLC
N/A—102,961-102,961-100%$4.8M———
MetLife Investment Management, LLC
N/A—96,939-96,939-100%$4.5M———
Systematic Financial Management LP
N/A—87,700-87,700-100%$4.1M———
New York State Common Retirement Fund
N/A—87,443-87,443-100%$4.1M———
American Century Companies Inc
N/A—86,525-86,525-100%$4.0M———
SEI Investments Co
N/A—85,671-85,671-100%$4.0M———
Police & Firemen's Retirement System of New Jersey
N/A—85,043-85,043-100%$4.0M———
Resona Asset Management Co.,Ltd.
N/A—83,579-83,579-100%$4.0M———
Quantbot Technologies LP
N/A—82,835-82,835-100%$3.9M———
Ameritas Investment Partners, Inc.
N/A—76,266-76,266-100%$3.5M———
Janney Montgomery Scott LLC
N/A—73,575-73,575-100%$3.4M———
Vanguard Global Advisers, LLC
N/A—72,974-72,974-100%$3.4M———
Caxton Associates LLP
N/A—72,637-72,637-100%$3.4M———
State of Tennessee, Department of Treasury
N/A—72,043-72,043-100%$3.4M———
Osaic Holdings, Inc.
N/A—70,913-70,913-100%$3.3M———
Handelsbanken Fonder AB
N/A—67,800-67,800-100%$3.2K———
&partners
N/A—66,739-66,739-100%$3.1M———
Susquehanna Fundamental Investments, LLC
N/A—66,610-66,610-100%$3.1M———
Teachers Retirement System of the State of Kentucky
N/A—58,905-58,905-100%$2.7M———
Schnieders Capital Management, Llc.
N/A—55,118-55,118-100%$2.6M———
Van Eck Associates Corp
N/A—53,887-53,887-100%$2.5M———
Summit Trail Advisors, LLC
N/A—53,055-53,055-100%$2.5M———
KLP Kapitalforvaltning AS
N/A—51,600-51,600-100%$2.4M———
Horizon Investments, LLC
N/A—51,130-51,130-100%$2.3M———
ExodusPoint Capital Management, LP
N/A—50,964-50,964-100%$2.4M———
Johnson Investment Counsel Inc
N/A—50,639-50,639-100%$2.4M———
Metis Global Partners, LLC
N/A—49,611-49,611-100%$2.3M———
Arax Advisory Partners
N/A—49,127-49,127-100%$2.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—47,377-47,377-100%$2.2M———
Lazard Asset Management LLC
N/A—46,990-46,990-100%$2.2M———
Capital Fund Management S.A.
N/A—46,673-46,673-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—45,353-45,353-100%$2.1M———
Northwestern Mutual Investment Management Company, LLC
N/A—42,795-42,795-100%$2.0M———
Pasadena Private Wealth, LLC
N/A—42,751-42,751-100%$2.0M———
Weaver C. Barksdale & Associates, Inc.
N/A—41,234-41,234-100%$1.9M———
Cetera Investment Advisers
N/A—40,678-40,678-100%$1.9M———
Federation des caisses Desjardins du Quebec
N/A—38,605-38,605-100%$1.8M———
AXQ Capital, LP
N/A—38,361-38,361-100%$1.8M———
Bleakley Financial Group, LLC
N/A—38,233-38,233-100%$1.8M———
State of Wisconsin Investment Board
N/A—38,054-38,054-100%$1.8M———
Vestcor Inc
N/A—37,393-37,393-100%$1.7M———
Vanguard Personalized Indexing Management, LLC
N/A—37,255-37,255-100%$1.7M———
CIBC Bancorp USA Inc.
N/A—36,382-36,382-100%$1.7M———
Brevan Howard Capital Management LP
N/A—35,768-35,768-100%$1.7M———
Bank of Montreal
N/A—34,979-34,979-100%$1.6M———
Pathstone Holdings, LLC
N/A—34,973-34,973-100%$1.6M———
Squarepoint Ops LLC
N/A—34,808-34,808-100%$1.6M———
Penserra Capital Management LLC
N/A—34,177-34,177-100%$1.6M———
Caprock Group, LLC
N/A—33,844-33,844-100%$1.6M———
Allstate Corp
N/A—33,441-33,441-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—31,884-31,884-100%$1.5M———
MAI Capital Management
N/A—31,546-31,546-100%$1.5M———
Cofg Advisors, LLC
N/A—31,027-31,027-100%$1.4M———
Rothschild Investment LLC
N/A—30,702-30,702-100%$1.4M———
Campbell & Co Investment Adviser LLC
N/A—30,512-30,512-100%$1.4M———
Orographic Financial Advisors, LLC
N/A—29,802-29,802-100%$1.4K———
Nissay Asset Management Corp N
N/A—29,583-29,583-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—28,393-28,393-100%$1.3M———
M&T Bank Corp
N/A—28,188-28,188-100%$1.3M———
Inspire Advisors, LLC
N/A—27,336-27,336-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—27,016-27,016-100%$1.3M———
Neuberger Berman Group LLC
N/A—26,669-26,669-100%$1.2M———
EP Wealth Advisors, LLC
N/A—26,023-26,023-100%$1.2M———
Entropy Technologies, LP
N/A—25,053-25,053-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—25,043-25,043-100%$1.2M———
Ensign Peak Advisors, Inc
N/A—24,741-24,741-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—23,414-23,414-100%$1.1M———
Sequent Planning LLC
N/A—23,180-23,180-100%$1.1M———
Dockside LLC
N/A—23,106-23,106-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—22,596-22,596-100%$1.1M———
Evolve Private Wealth, LLC
N/A—22,533-22,533-100%$1.0M———
Syon Capital LLC
N/A—21,729-21,729-100%$1.0M———
Pacer Advisors, Inc.
N/A—21,355-21,355-100%$994.0K———
Pallas Capital Advisors LLC
N/A—20,803-20,803-100%$968.0K———
HighTower Advisors, LLC
N/A—20,128-20,128-100%$936.6K———
Teacher Retirement System of Texas
N/A—19,838-19,838-100%$923.1K———
NewEdge Advisors, LLC
N/A—19,608-19,608-100%$912.4K———
Kera Capital Partners, Inc.
N/A—19,393-19,393-100%$902.4K———
Private Advisor Group, LLC
N/A—19,022-19,022-100%$885.1K———
Worldquant Millennium Advisors LLC
N/A—18,840-18,840-100%$876.6K———
Cambria Investment Management, L.P.
N/A—18,452-18,452-100%$858.6K———
O'shaughnessy Asset Management, LLC
N/A—18,424-18,424-100%$857.3K———
Nomura Holdings Inc
N/A—17,695-17,695-100%$823.3K———
GSA Capital Partners LLP
N/A—17,010-17,010-100%$791.0K———
Bull Harbor Capital LLC
N/A—16,923-16,923-100%$787.4K———
West Family Investments, Inc.
N/A—16,746-16,746-100%$779.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—15,670-15,670-100%$729.1K———
Waddell & Associates, LLC
N/A—15,340-15,340-100%$713.8K———
Public Employees Retirement Association of Colorado
N/A—15,312-15,312-100%$712.0K———
Transcend Capital Advisors, LLC
N/A—15,108-15,108-100%$703.0K———
Sivia Capital Partners, LLC
N/A—14,848-14,848-100%$690.9K———
Waverly Advisors, LLC
N/A—14,166-14,166-100%$659.1K———
Hazelview Securities Inc.
N/A—14,100-14,100-100%$670.2K———
Blair William & Co
N/A—13,704-13,704-100%$637.6K———
Frec Markets, Inc.
N/A—13,636-13,636-100%$634.5K———
Allie Family Office LLC
N/A—13,594-13,594-100%$632.5K———
SG Americas Securities, LLC
N/A—13,540-13,540-100%$630.0K———
Groupe la Francaise
N/A—13,246-13,246-100%$616.3K———
NewEdge Wealth, LLC
N/A—13,125-13,125-100%$610.7K———
Beacon Pointe Advisors, LLC
N/A—12,879-12,879-100%$599.2K———
Purpose Unlimited Inc.
N/A—12,496-12,496-100%$581.4K———
Hantz Financial Services, Inc.
N/A—12,271-12,271-100%$571.0K———
Aster Capital Management (Difc) Ltd
N/A—12,256-12,256-100%$570.3K———
FOX RUN Management, L.L.C.
N/A—12,217-12,217-100%$568.5K———
United Capital Financial Advisors, LLC
N/A—11,847-11,847-100%$551.2K———
Marshall Wace, LLP
N/A—11,480-11,480-100%$534.2K———
Tower Research Capital LLC (TRC)
N/A—11,424-11,424-100%$531.6K———
Engineers Gate Manager LP
N/A—11,250-11,250-100%$523.5K———
Empowered Funds, LLC
N/A—11,180-11,180-100%$520.2K———
Atom Investors LP
N/A—11,019-11,019-100%$512.7K———
Farringdon Capital, Ltd.
N/A—10,156-10,156-100%$472.6K———
Curi Capital, LLC
N/A—10,014-10,014-100%$466.0K———
Utah Retirement Systems
N/A—10,012-10,012-100%$465.9K———
DnB Asset Management AS
N/A—9,934-9,934-100%$462.2K———
AlphaGrep UK Ltd
N/A—9,795-9,795-100%$455.8K———
Inceptionr LLC
N/A—9,552-9,552-100%$444.5K———
World Investment Advisors
N/A—9,267-9,267-100%$391.0K———
Coldstream Capital Management Inc
N/A—9,260-9,260-100%$430.9K———
Jackson Thornton Wealth Management, LLC
N/A—9,063-9,063-100%$421.7K———
Cresset Asset Management, LLC
N/A—9,031-9,031-100%$420.2K———
Guggenheim Capital LLC
N/A—9,007-9,007-100%$419.1K———
Optas, LLC
N/A—8,806-8,806-100%$409.7K———
Graham Capital Management, L.P.
N/A—8,594-8,594-100%$399.9K———
DoubleLine ETF Adviser LP
N/A—8,388-8,388-100%$390.3K———
Tudor Investment Corp ET AL
N/A—8,301-8,301-100%$386.2K———
BNP Paribas Asset Management Holding S.A.
N/A—8,227-8,227-100%$382.8K———
Norinchukin Bank, The
N/A—8,223-8,223-100%$382.6K———
Walleye Trading LLC
N/A—8,062-8,062-100%$375.1K———
Hilltop Holdings Inc.
N/A—7,859-7,859-100%$365.7K———
Mitsubishi UFJ Trust & Banking Corp
N/A—7,834-7,834-100%$364.5K———
Quadrature Capital Ltd
N/A—7,761-7,761-100%$361.1K———
Winton Group Ltd
N/A—7,700-7,700-100%$358.3K———
Boothbay Fund Management, LLC
N/A—7,655-7,655-100%$356.2K———
Caerus Investment Advisors, LLC
N/A—7,308-7,308-100%$340.0K———
Bartlett & Co. Wealth Management LLC
N/A—7,200-7,200-100%$335.0K———
Tidal Investments LLC
N/A—6,981-6,981-100%$324.8K———
CSS LLC
N/A—6,973-6,973-100%$324.5K———
Stephens Inc
N/A—6,783-6,783-100%$315.6K———
Prosperity Consulting Group, LLC
N/A—6,733-6,733-100%$313.3K———
Susquehanna International Group, LLP
N/A—6,630-6,630-100%$308.5K———
Arkadios Wealth Advisors
N/A—6,589-6,589-100%$306.6K———
Northwestern Mutual Wealth Management Co
N/A—6,531-6,531-100%$303.9K———
Shelton Capital Management
N/A—6,262-6,262-100%$291.4K———
Beto Financial Group, LLC
N/A—6,220-6,220-100%$304.3K———
Rothschild Wealth LLC
N/A—6,070-6,070-100%$282.4K———
Composition Wealth, LLC
N/A—5,816-5,816-100%$270.6K———
Proficio Capital Partners LLC
N/A—5,778-5,778-100%$268.9K———
Mission Hills Financial Advisory, LLC
N/A—5,632-5,632-100%$262.1K———
Hurricane Capital Advisors LLC
N/A—5,300-5,300-100%$246.6K———
Two Sigma Securities, LLC
N/A—5,281-5,281-100%$245.7K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—5,259-5,259-100%$244.7K———
Stonebrook Private Inc.
N/A—5,221-5,221-100%$242.9K———
Panagora Asset Management Inc
N/A—5,198-5,198-100%$241.9K———
DRW Securities, LLC
N/A—5,001-5,001-100%$232.7K———
Knightsbridge Asset Management, LLC
N/A—4,981-4,981-100%$231.8K———
Armistice Capital, LLC
N/A—4,968-4,968-100%$231.2K———
Brookwood Investment Group LLC
N/A—4,878-4,878-100%$227.0K———
Moneta Group Investment Advisors LLC
N/A—4,631-4,631-100%$215.5K———
Vident Advisory, LLC
N/A—4,580-4,580-100%$213.1K———
Advisory Services Network, LLC
N/A—4,530-4,530-100%$210.8K———
PSI Advisors, LLC
N/A—4,501-4,501-100%$209.4K———
one8zero8, LLC
N/A—4,500-4,500-100%$209.4K———
OneDigital Investment Advisors LLC
N/A—4,492-4,492-100%$209.0K———
Wick Capital Partners, LLC
N/A—4,485-4,485-100%$208.7K———
MML Investors Services, LLC
N/A—4,462-4,462-100%$207.6K———
Meiji Yasuda Asset Management Co Ltd.
N/A—4,382-4,382-100%$203.9K———
Ameritas Advisory Services, LLC
N/A—4,381-4,381-100%$203.8K———
New Insight Wealth Advisors
N/A—4,351-4,351-100%$202.5K———
BFC Planning, Inc.
N/A—3,764-3,764-100%$175.1K———
Huntington National Bank
N/A—3,381-3,381-100%$157.3K———
Atlantic Union Bankshares Corp
N/A—3,300-3,300-100%$153.6K———
FIL Ltd
N/A—2,913-2,913-100%$135.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,680-2,680-100%$124.7K———
Transamerica Financial Advisors, LLC
N/A—2,349-2,349-100%$109.3K———
Global Retirement Partners, LLC
N/A—1,918-1,918-100%$89.2K———
Heritage Wealth Advisors
N/A—1,900-1,900-100%$88.4K———
Bruce G. Allen Investments, LLC
N/A—1,623-1,623-100%$75.5K———
Smartleaf Asset Management LLC
N/A—1,520-1,520-100%$71.9K———
Bessemer Group Inc
N/A—1,482-1,482-100%$8.1K———
Whittier Trust Co
N/A—1,459-1,459-100%$68.5K———
Quent Capital, LLC
N/A—1,169-1,169-100%$54.4K———
LRI Investments, LLC
N/A—821-821-100%$38.2K———
Avalon Trust Co
N/A—818-818-100%$38.1K———
Harbour Investments, Inc.
N/A—785-785-100%$36.5K———
Loomis Sayles & Co L P
N/A—701-701-100%$32.6K———
WealthCollab, LLC
N/A—653-653-100%$30.4K———
Prosperity Bancshares Inc
N/A—565-565-100%$26.3K———
Bogart Wealth, LLC
N/A—499-499-100%$23.2K———
Wiser Advisor Group LLC
N/A—462-462-100%$21.5K———
Fiduciary Financial Advisors
N/A—452-452-100%$20.9K———
Johnson Financial Group, Inc.
N/A—450-450-100%$20.9K———
Tidemark, LLC
N/A—425-425-100%$19.8K———
Wellington-Altus USA Inc.
N/A—401-401-100%$16.9K———
Rialto Wealth Management, LLC
N/A—381-381-100%$17.7K———
Migdal Insurance & Financial Holdings Ltd.
N/A—359-359-100%$16.7K———
Truvestments Capital LLC
N/A—350-350-100%$16.3K———
Sachetta, LLC
N/A—337-337-100%$15.7K———
Caldwell Sutter Capital, Inc.
N/A—318-318-100%$14.8K———
LOS Angeles Capital Management LLC
N/A—278-278-100%$12.9K———
Millstone Evans Group, LLC
N/A—243-243-100%$11.3K———
IFG Advisory, LLC
N/A—226-226-100%$10.5K———
Anchor Investment Management, LLC
N/A—205-205-100%$9.5K———
Picton Mahoney Asset Management
N/A—168-168-100%$7.8K———
HM Payson & Co
N/A—165-165-100%$7.7K———
JPL Wealth Management, LLC
N/A—120-120-100%$5.6K———
Ancora Advisors LLCA
N/A—117-117-100%$5.4K———
SHP Wealth Management
N/A—116-116-100%$5.4K———
Capital Analysts, LLC
N/A—100-100-100%$5———
Coppell Advisory Solutions LLC
N/A—100-100-100%$734.6K———
Mcguire Capital Advisors Inc
N/A—86-86-100%$4.0K———
Continuum Advisory, LLC
N/A—78-78-100%$3.6K———
Strategic Wealth Partners, Ltd.
N/A—74-74-100%$3.4K———
Westend Capital Management, LLC
N/A—70-70-100%$3.2K———
Cornerstone Financial Management LLC
N/A—69-69-100%$3.2K———
Brown Brothers Harriman & Co
N/A—66-66-100%$3.1K———
Prestige Wealth Management Group LLC
N/A—64-64-100%$3.0K———
Quarry LP
N/A—40-40-100%$1.9K———
Crews Bank & Trust
N/A—40-40-100%$1.9K———
Dunhill Financial, LLC
N/A—39-39-100%$1.9K———
Dogwood Wealth Management LLC
N/A—37-37-100%$1.7K———
Swan Capital LLC
N/A—36-36-100%$1.7K———
Keating Financial Advisory Services, Inc.
N/A—35-35-100%$1.6K———
SouthState Bank Corp
N/A—34-34-100%$1.6K———
Kilter Group LLC
N/A—28-28-100%$1.3K———
Caitlin John, LLC
N/A—18-18-100%$847———
Motco
N/A—18-18-100%$838———
CVA Family Office, LLC
N/A—13-13-100%$605———
Toronto Dominion Bank
N/A—6-6-100%$272———
Silicon Valley Capital Partners
N/A—2-2-100%$96———
Medallion Wealth Advisors, LLC
N/A—1-1-100%$47———
Showing 643 of 643 institutions