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Natwest Group PLC (NWG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FMR LLC
INCREASED
Shares19,100,377 from 18,156,932
Change+943,445 (+5%)
Value$346.7M (+$26.6M)
Filed 2026-11-10
Dimensional Fund Advisors LP
INCREASED
Shares5,232,256 from 5,011,770
Change+220,486 (+4%)
Value$95.0M (+$6.6M)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares3,288,532 from 3,125,522
Change+163,010 (+5%)
Value$59.7M (+$4.6M)
Filed 2026-11-09
Todd Asset Management LLC
DECREASED
Shares3,106,431 from 3,897,393
Change-790,962 (-20%)
Value$56.4M (-$12.3M)
Filed 2026-10-27
Teachers Retirement System of the State of Kentucky
DECREASED
Shares1,933,880 from 2,490,080
Change-556,200 (-22%)
Value$35.1K (-$43.9M)
Filed 2026-11-10
ABC Arbitrage SA
DECREASED
Shares1,839,430 from 1,859,270
Change-19,840 (-1%)
Value$33.4M (+$606.7K)
Filed 2026-10-23
Fisher Asset Management, LLC
DECREASED
Shares1,654,512 from 3,745,660
Change-2,091,148 (-56%)
Value$30.0M (-$36.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares1,301,409 from 15,343
Change+1,286,066 (+8382%)
Value$23.6M (+$23.4M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
DECREASED
Shares972,386 from 1,035,444
Change-63,058 (-6%)
Value$17.6M (-$606.1K)
Filed 2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares965,966 from 1,235,305
Change-269,339 (-22%)
Value$17.5K (-$21.8M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares510,654 from 331,082
Change+179,572 (+54%)
Value$9.3M (+$3.4M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares486,300 from 410,204
Change+76,096 (+19%)
Value$8.8M (+$1.6M)
Filed 2026-11-02
Ritholtz Wealth Management
INCREASED
Shares463,218 from 435,479
Change+27,739 (+6%)
Value$8.4M (+$729.9K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares460,026 from 465,208
Change-5,182 (-1%)
Value$8.3M (+$147.8K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares454,147 from 284,222
Change+169,925 (+60%)
Value$8.2M (+$3.2M)
Filed 2026-11-05
Eagle Global Advisors LLC
INCREASED
Shares358,364 from 358,199
Change+165 (+0%)
Value$6.5M (+$189.3K)
Filed 2026-11-02
Capricorn Fund Managers Ltd
DECREASED
Shares356,200 from 587,290
Change-231,090 (-39%)
Value$6.5M (-$3.9M)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares337,583 from 349,922
Change-12,339 (-4%)
Value$6.1M (-$42.0K)
Filed 2026-10-08
Nuveen, LLC
INCREASED
Shares306,255 from 201,401
Change+104,854 (+52%)
Value$5.6M (+$2.0M)
Filed 2026-11-10
Ethic Inc.
INCREASED
Shares278,883 from 250,249
Change+28,634 (+11%)
Value$5.1M (+$649.8K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares228,003 from 133,829
Change+94,174 (+70%)
Value$4.1M (+$1.8M)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares217,257 from 206,354
Change+10,903 (+5%)
Value$3.9M (+$305.2K)
Filed 2026-11-10
Quadrant Capital Group LLC
INCREASED
Shares181,805 from 179,050
Change+2,755 (+2%)
Value$3.2M (+$52.2K)
Filed 2026-10-20
Sanders Capital, LLC
DECREASED
Shares175,534 from 179,964
Change-4,430 (-2%)
Value$3.2M (+$13.2K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares168,389 from 167,636
Change+753 (+0%)
Value$3.1M (+$100.8K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares162,046 from 107,013
Change+55,033 (+51%)
Value$2.9M (+$1.1M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares139,310 from 91,477
Change+47,833 (+52%)
Value$2.5M (+$915.8K)
Filed 2026-10-29
Hantz Financial Services, Inc.
INCREASED
Shares132,930 from 108,685
Change+24,245 (+22%)
Value$2.4K (-$1.9M)
Filed 2026-11-09
Evergreen Capital Management LLC
DECREASED
Shares108,823 from 109,439
Change-616 (-1%)
Value$2.0M (+$45.7K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares102,943 from 42,454
Change+60,489 (+142%)
Value$1.9M (+$1.1M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares101,142 from 76,602
Change+24,540 (+32%)
Value$1.8M (+$581.7K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares99,042 from 79,343
Change+19,699 (+25%)
Value$1.7M (+$289.4K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares98,547 from 94,672
Change+3,875 (+4%)
Value$1.8M (+$119.6K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares88,154 from 87,565
Change+589 (+1%)
Value$1.6K (-$1.5M)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares87,970 from 98,232
Change-10,262 (-10%)
Value$1.6M (-$135.2K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares86,596 from 79,003
Change+7,593 (+10%)
Value$1.6M (+$178.9K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares79,236 from 77,411
Change+1,825 (+2%)
Value$1.4M (+$73.4K)
Filed 2026-11-09
Acadian Asset Management LLC
INCREASED
Shares73,858 from 55,418
Change+18,440 (+33%)
Value$1.3K (-$975.7K)
Filed 2026-11-09
Kathmere Capital Management, LLC
INCREASED
Shares73,308 from 69,191
Change+4,117 (+6%)
Value$1.3M (+$110.7K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
INCREASED
Shares69,744 from 206
Change+69,538 (+33756%)
Value$1.3M (+$1.3M)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares66,971 from 59,181
Change+7,790 (+13%)
Value$1.2M (+$172.2K)
Filed 2026-10-30
Aaron Wealth Advisors LLC
INCREASED
Shares66,227 from 63,031
Change+3,196 (+5%)
Value$1.2M (+$90.8K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares65,993 from 70,975
Change-4,982 (-7%)
Value$1.2M (-$53.5K)
Filed 2026-11-02
Legacy Wealth Asset Management, LLC
DECREASED
Shares65,644 from 66,380
Change-736 (-1%)
Value$1.2M (+$21.2K)
Filed 2026-10-09
First Command Advisory Services, Inc.
INCREASED
Shares63,130 from 5,937
Change+57,193 (+963%)
Value$1.1M (+$1.0M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares60,373 from 68,810
Change-8,437 (-12%)
Value$1.1M (-$117.4K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares58,913 from 52,621
Change+6,292 (+12%)
Value$1.0M (+$83.8K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares57,743 from 54,147
Change+3,596 (+7%)
Value$1.0M (+$93.4K)
Filed 2026-10-21
Baron Wealth Management LLC
INCREASED
Shares57,286 from 55,179
Change+2,107 (+4%)
Value$1.0M (+$66.9K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares56,159 from 55,581
Change+578 (+1%)
Value$1.0M (+$39.4K)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares56,020 from 43,883
Change+12,137 (+28%)
Value$1.0M (+$243.1K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares51,268 from 49,162
Change+2,106 (+4%)
Value$930.5K (+$63.8K)
Filed 2026-10-28
Transmarket Holdings LP
DECREASED
Shares50,886 from 337,507
Change-286,621 (-85%)
Value$923.6K (-$5.0M)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares50,697 from 47,857
Change+2,840 (+6%)
Value$920.2K (+$76.4K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares49,345 from 49,781
Change-436 (-1%)
Value$895.6K (+$18.0K)
Filed 2026-10-16
M&T Bank Corp
INCREASED
Shares49,304 from 48,329
Change+975 (+2%)
Value$894.6K (+$42.4K)
Filed 2026-11-10
Merit Financial Group, LLC
INCREASED
Shares42,831 from 39,884
Change+2,947 (+7%)
Value$777.4K (+$74.2K)
Filed 2026-11-06
Blue Trust, Inc.
DECREASED
Shares42,653 from 49,730
Change-7,077 (-14%)
Value$774.2K (-$102.6K)
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares40,663 from 40,840
Change-177 (0%)
Value$738.0K (+$18.0K)
Filed 2026-10-22
FCG Investment Co
INCREASED
Shares40,564 from 31,726
Change+8,838 (+28%)
Value$736.2K (+$176.9K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
INCREASED
Shares40,040 from 39,696
Change+344 (+1%)
Value$726.7K (+$26.9K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares38,944 from 36,413
Change+2,531 (+7%)
Value$706.8K (+$64.9K)
Filed 2026-10-14
Rose Capital Advisors LLC
NEW
Shares36,394
Change+36,394
Value$660.6K
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares33,501 from 26,714
Change+6,787 (+25%)
Value$608.0K (+$137.5K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares33,437 from 29,509
Change+3,928 (+13%)
Value$606.9K (+$86.6K)
Filed 2026-10-02
Old National Bancorp
DECREASED
Shares32,828 from 33,485
Change-657 (-2%)
Value$595.8K (+$5.5K)
Filed 2026-10-20
Summit Global Investments
INCREASED
Shares32,369 from 31,202
Change+1,167 (+4%)
Value$587 (-$549.4K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares31,600 from 30,893
Change+707 (+2%)
Value$573.5K (+$28.9K)
Filed 2026-10-23
Blair William & Co
DECREASED
Shares29,080 from 48,001
Change-18,921 (-39%)
Value$527.8K (-$318.5K)
Filed 2026-11-10
Sagespring Wealth Partners, LLC
INCREASED
Shares28,951 from 26,735
Change+2,216 (+8%)
Value$525.5K (+$54.1K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares28,532 from 25,152
Change+3,380 (+13%)
Value$517.9K (+$74.4K)
Filed 2026-11-03
Ellevest, Inc.
INCREASED
Shares27,784 from 26,348
Change+1,436 (+5%)
Value$504.3K (+$39.8K)
Filed 2026-11-10
J.Safra Asset Management Corp
INCREASED
Shares27,356 from 1,269
Change+26,087 (+2056%)
Value$496.5K (+$474.1K)
Filed 2026-11-03
Kestra Advisory Services, LLC
NEW
Shares27,309
Change+27,309
Value$495.7K
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares25,626 from 23,356
Change+2,270 (+10%)
Value$465.1K (+$53.3K)
Filed 2026-10-08
SYM Financial Corp
INCREASED
Shares25,397 from 25,092
Change+305 (+1%)
Value$461.0K (+$18.6K)
Filed 2026-10-26
Squarepoint Ops LLC
DECREASED
Shares24,837 from 42,086
Change-17,249 (-41%)
Value$450.8K (-$291.2K)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares23,873 from 16,343
Change+7,530 (+46%)
Value$369.4K (+$81.2K)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares22,758 from 6,850
Change+15,908 (+232%)
Value$413.1K (+$292.3K)
Filed 2026-10-28
Hardy Reed LLC
UNCHANGED
Shares22,321 from 22,321
Change0 (0%)
Value$405.1K (+$11.6K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares22,287 from 22,134
Change+153 (+1%)
Value$404.5K (+$14.3K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares22,082 from 17,499
Change+4,583 (+26%)
Value$400.8K (+$92.3K)
Filed 2026-10-08
Certior Financial Group, LLC
INCREASED
Shares21,136 from 20,903
Change+233 (+1%)
Value$383.6K (+$15.1K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares20,854 from 20,676
Change+178 (+1%)
Value$378.5K (+$14.0K)
Filed 2026-10-30
Anchyra Partners LLC
INCREASED
Shares20,528 from 16,961
Change+3,567 (+21%)
Value$372.6K (+$73.6K)
Filed 2026-10-13
West Family Investments, Inc.
INCREASED
Shares20,375 from 18,728
Change+1,647 (+9%)
Value$369.8K (+$39.6K)
Filed 2026-11-09
Aprio Wealth Management, LLC
INCREASED
Shares20,312 from 20,044
Change+268 (+1%)
Value$368.7K (+$15.3K)
Filed 2026-10-28
May Hill Capital, LLC
INCREASED
Shares20,065 from 17,975
Change+2,090 (+12%)
Value$364.2K (+$47.3K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares19,254 from 34,798
Change-15,544 (-45%)
Value$349.5K (-$264.0K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares17,719 from 15,638
Change+2,081 (+13%)
Value$321.6K (+$45.9K)
Filed 2026-10-22
Xponance LLC
INCREASED
Shares17,604 from 15,849
Change+1,755 (+11%)
Value$319.5K (+$40.1K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares17,269 from 15,326
Change+1,943 (+13%)
Value$313.4K (+$43.2K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares16,417 from 16,372
Change+45 (+0%)
Value$298 (-$288.7K)
Filed 2026-10-22
Athena Wealth Management, LLC
NEW
Shares16,260
Change+16,260
Value$295.1K
Filed 2026-10-09
Larry Mathis Financial Planning, LLC
DECREASED
Shares16,161 from 17,224
Change-1,063 (-6%)
Value$293.3K (-$10.3K)
Filed 2026-10-26
55 North Private Wealth, LLC
INCREASED
Shares16,100 from 13,927
Change+2,173 (+16%)
Value$292.2K (+$46.7K)
Filed 2026-10-20
First Affirmative Financial Network
NEW
Shares15,863
Change+15,863
Value$287.9K
Filed 2026-10-21
Trust Point Inc.
INCREASED
Shares15,587 from 14,990
Change+597 (+4%)
Value$282.9K (+$18.6K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares15,578 from 13,494
Change+2,084 (+15%)
Value$272.1K (+$25.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares15,578 from 13,494
Change+2,084 (+15%)
Value$272.1K (+$25.1K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares15,556 from 11,756
Change+3,800 (+32%)
Value$282.3K (+$75.1K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares15,283 from 14,279
Change+1,004 (+7%)
Value$277.4K (+$25.6K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares15,269 from 17,034
Change-1,765 (-10%)
Value$277.1K (-$23.2K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares15,216 from 13,601
Change+1,615 (+12%)
Value$276.2K (+$36.4K)
Filed 2026-10-23
Baldwin Wealth Partners LLC
UNCHANGED
Shares14,840 from 14,840
Change0 (0%)
Value$269.3K (+$7.7K)
Filed 2026-10-13
Fulton Bank, N.A.
NEW
Shares14,780
Change+14,780
Value$268.3K
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares14,678 from 13,086
Change+1,592 (+12%)
Value$266.4K (+$35.7K)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares14,429 from 14,288
Change+141 (+1%)
Value$261.9K (+$10.0K)
Filed 2026-11-06
Coldstream Capital Management Inc
DECREASED
Shares14,366 from 21,578
Change-7,212 (-33%)
Value$260.7K (-$119.7K)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares14,186 from 12,281
Change+1,905 (+16%)
Value$257.5K (+$41.0K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
DECREASED
Shares14,170 from 26,688
Change-12,518 (-47%)
Value$246.5K (-$233.7K)
Filed 2026-10-16
Riversedge Advisors, LLC
NEW
Shares13,274
Change+13,274
Value$240.9K
Filed 2026-10-09
Optas, LLC
INCREASED
Shares13,213 from 11,963
Change+1,250 (+10%)
Value$239.8K (+$28.9K)
Filed 2026-11-09
Hilltop National Bank
UNCHANGED
Shares13,124 from 13,124
Change0 (0%)
Value$238.2K (+$6.8K)
Filed 2026-10-14
Scheeler Financial LLC
NEW
Shares12,808
Change+12,808
Value$232.5K
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares12,801 from 11,830
Change+971 (+8%)
Value$232.3K (+$23.8K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares12,719 from 3,311
Change+9,408 (+284%)
Value$230.9K (+$172.5K)
Filed 2026-10-22
Five Oceans Advisors
UNCHANGED
Shares12,684 from 12,684
Change0 (0%)
Value$230.2K (+$6.6K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
NEW
Shares12,312
Change+12,312
Value$223.5K
Filed 2026-10-21
Sage Rhino Capital LLC
DECREASED
Shares12,295 from 12,691
Change-396 (-3%)
Value$223.2K (-$588)
Filed 2026-10-28
Manske Wealth Management
NEW
Shares12,288
Change+12,288
Value$223.0K
Filed 2026-10-26
Dynamic Advisor Solutions LLC
NEW
Shares12,189
Change+12,189
Value$221.2K
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares11,865 from 10,330
Change+1,535 (+15%)
Value$215.4K (+$33.2K)
Filed 2026-11-03
Level Four Advisory Services, LLC
INCREASED
Shares11,718 from 11,488
Change+230 (+2%)
Value$212.7K (+$10.1K)
Filed 2026-11-06
Abel Hall, LLC
INCREASED
Shares11,326 from 10,835
Change+491 (+5%)
Value$205.6K (+$14.5K)
Filed 2026-10-19
Angeles Wealth Management, LLC
INCREASED
Shares11,256 from 10,984
Change+272 (+2%)
Value$204.3K (+$10.6K)
Filed 2026-10-26
Wedmont Private Capital
NEW
Shares11,216
Change+11,216
Value$192.4K
Filed 2026-10-09
Lido Advisors, LLC
NEW
Shares11,145
Change+11,145
Value$202.3K
Filed 2026-11-04
Cromwell Holdings LLC
UNCHANGED
Shares10,973 from 10,973
Change0 (0%)
Value$199.2K (+$5.7K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares10,887 from 10,489
Change+398 (+4%)
Value$197.6K (+$12.7K)
Filed 2026-10-19
Genus Capital Management Inc.
NEW
Shares10,620
Change+10,620
Value$192.8K
Filed 2026-11-04
Personal CFO Solutions, LLC
DECREASED
Shares10,429 from 10,794
Change-365 (-3%)
Value$189.3K (-$1.0K)
Filed 2026-11-06
Greenleaf Trust
DECREASED
Shares10,358 from 12,358
Change-2,000 (-16%)
Value$188.0K (-$29.9K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares5,554 from 3,091
Change+2,463 (+80%)
Value$100.8K (+$46.3K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
UNCHANGED
Shares5,114 from 5,114
Change0 (0%)
Value$92.8K (+$2.7K)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares4,981 from 4,909
Change+72 (+1%)
Value$90.4K (+$3.9K)
Filed 2026-10-27
Atlas Capital Advisors Inc.
INCREASED
Shares4,796 from 2,277
Change+2,519 (+111%)
Value$2.4K (-$37.7K)
Filed 2026-11-09
Mather Group, Llc.
INCREASED
Shares4,723 from 298
Change+4,425 (+1485%)
Value$85.7K (+$80.5K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares4,619 from 4,247
Change+372 (+9%)
Value$83.8K (+$9.0K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$72.6K (+$2.1K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
INCREASED
Shares3,819 from 3,685
Change+134 (+4%)
Value$69.3K (+$4.3K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares3,813 from 3,553
Change+260 (+7%)
Value$67.2K (+$4.6K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares3,503 from 2,506
Change+997 (+40%)
Value$63.6K (+$19.4K)
Filed 2026-10-20
Manchester Capital Management LLC
UNCHANGED
Shares3,347 from 3,347
Change0 (0%)
Value$60.7K (+$1.7K)
Filed 2026-10-22
Bessemer Group Inc
INCREASED
Shares2,906 from 2,811
Change+95 (+3%)
Value$53 (-$23.0K)
Filed 2026-11-09
Salomon & Ludwin, LLC
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$47.2K (+$416)
Filed 2026-10-29
Zions Bancorporation, National Association
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$42.3K (+$1.2K)
Filed 2026-11-06
James T. Borello RIA
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$38.0K (+$1.1K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares2,066 from 2,123
Change-57 (-3%)
Value$37.5K (+$70)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
DECREASED
Shares2,045 from 2,048
Change-3 (0%)
Value$37.1K (+$1.0K)
Filed 2026-10-29
Geneos Wealth Management Inc.
NEW
Shares1,784
Change+1,784
Value$32.4K
Filed 2026-11-09
American National Bank & Trust
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$32.1K (+$921)
Filed 2026-10-07
Barclays PLC
NEW
Shares1,699
Change+1,699
Value$30.8K
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares1,589 from 1,610
Change-21 (-1%)
Value$28.8K (+$456)
Filed 2026-11-09
Miller Global Investments, LLC
NEW
Shares1,481
Change+1,481
Value$26.9K
Filed 2026-10-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,478 from 1,478
Change0 (0%)
Value$26.8K (+$768)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,423
Change+1,423
Value$25.8K
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$22.2K (+$646)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares1,017 from 977
Change+40 (+4%)
Value$18.5K (+$1.2K)
Filed 2026-11-06
Bare Financial Services, Inc
INCREASED
Shares964 from 774
Change+190 (+25%)
Value$17.5K (+$3.9K)
Filed 2026-11-04
Grove Bank & Trust
INCREASED
Shares928 from 848
Change+80 (+9%)
Value$16.8K (+$1.9K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares875 from 899
Change-24 (-3%)
Value$15.9K (+$32)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$15.4K (+$443)
Filed 2026-10-05
Retirement Wealth Solutions LLC
DECREASED
Shares819 from 849
Change-30 (-4%)
Value$14.9K (-$103)
Filed 2026-10-07
Triumph Capital Management
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$14.6K (+$417)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares775 from 501
Change+274 (+55%)
Value$14.1K (+$5.2K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares774 from 479
Change+295 (+62%)
Value$14.0K (+$5.6K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares741 from 714
Change+27 (+4%)
Value$13.4K (+$861)
Filed 2026-10-20
Bell Investment Advisors, Inc
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$13.3K (+$380)
Filed 2026-10-29
WPG Advisers, LLC
DECREASED
Shares722 from 728
Change-6 (-1%)
Value$13.1K (+$269)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares703 from 630
Change+73 (+12%)
Value$12.8K (+$1.7K)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares689
Change+689
Value$12.5K
Filed 2026-10-15
West Financial Advisors, LLC
NEW
Shares681
Change+681
Value$12.4K
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$11.4K (+$326)
Filed 2026-11-02
City State Bank
NEW
Shares525
Change+525
Value$9.5K
Filed 2026-10-20
N.E.W. Advisory Services LLC
INCREASED
Shares516 from 289
Change+227 (+79%)
Value$9.4K (+$4.3K)
Filed 2026-11-09
Essential Partners LLC
INCREASED
Shares495 from 424
Change+71 (+17%)
Value$9.0K (+$1.5K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$8.9K (+$254)
Filed 2026-10-07
United Financial Planning Group LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$8.7K (+$250)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares444
Change+444
Value$8.1K
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$7.7K (+$221)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares402 from 304
Change+98 (+32%)
Value$7.3K (+$1.9K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares400
Change+400
Value$7.3K
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$7.2K (+$205)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW
Shares379
Change+379
Value$6.9K
Filed 2026-10-15
Financial Consulate, Inc
INCREASED
Shares367 from 224
Change+143 (+64%)
Value$6.7K (+$2.7K)
Filed 2026-10-23
Winch Advisory Services, LLC
INCREASED
Shares341 from 335
Change+6 (+2%)
Value$6.2K (+$277)
Filed 2026-11-06
Ares Financial Consulting, LLC
NEW
Shares326
Change+326
Value$5.9K
Filed 2026-10-19
UMB Bank, n.a.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$5.8K (+$166)
Filed 2026-11-06
Jnba Financial Advisors
INCREASED
Shares307 from 212
Change+95 (+45%)
Value$5.6K (+$1.8K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.4K (+$156)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$5.2K (+$150)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares275
Change+275
Value$5.0K
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
DECREASED
Shares266 from 429
Change-163 (-38%)
Value$4.8K (-$2.7K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares259 from 478
Change-219 (-46%)
Value$4.7K (-$3.7K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$4.4K (+$128)
Filed 2026-10-27
CX Institutional
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$4 ($0)
Filed 2026-10-02
Quent Capital, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$3.6K (-$465)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
NEW
Shares222
Change+222
Value$4.0K
Filed 2026-11-05
Planning Strategies Inc.
NEW
Shares205
Change+205
Value$3.7K
Filed 2026-10-02
Hughes Financial Services, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$3.5K (-$129)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$3.6K (+$103)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$3.5K (+$102)
Filed 2026-10-19
Activest Wealth Management
INCREASED
Shares178 from 175
Change+3 (+2%)
Value$3.2K (+$144)
Filed 2026-10-15
Harbor Investment Advisory, LLC
NEW
Shares177
Change+177
Value$3.2K
Filed 2026-10-13
Key Capital Management, Inc
NEW
Shares168
Change+168
Value$3.0K
Filed 2026-11-03
Dogwood Wealth Management LLC
DECREASED
Shares161 from 174
Change-13 (-7%)
Value$2.9K (-$146)
Filed 2026-11-09
Fairway Wealth LLC
NEW
Shares155
Change+155
Value$2.8K
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$2.8K (+$80)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$2.7K (+$76)
Filed 2026-10-09
Motco
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$2.6K (+$75)
Filed 2026-11-09
Independence Bank of Kentucky
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$2.4K (+$70)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$2.4K (+$68)
Filed 2026-11-05
Albion Financial Group
NEW
Shares128
Change+128
Value$2.3K
Filed 2026-10-21
Virtus Advisers, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$2.3K (+$66)
Filed 2026-11-09
Jacobi Capital Management LLC
NEW
Shares125
Change+125
Value$2.3K
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$2.1K (+$61)
Filed 2026-10-13
MV Capital Management, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$1.9K (+$54)
Filed 2026-10-29
Kings Path Partners LLC
NEW
Shares100
Change+100
Value$1.8K
Filed 2026-10-21
Burk Holdings LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.8K (+$52)
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$1.7K (+$47)
Filed 2026-10-28
Trust Co of Vermont
NEW
Shares84
Change+84
Value$1.5K
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares83 from 296
Change-213 (-72%)
Value$1.5K (-$3.7K)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$1.5K (+$42)
Filed 2026-10-16
NFJ Investment Group, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$1.5K (+$42)
Filed 2026-11-09
Highland Investment Advisors LLC
INCREASED
Shares76 from 70
Change+6 (+9%)
Value$1.4K (+$145)
Filed 2026-11-09
Caldwell Trust Co
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$1.4K (+$39)
Filed 2026-10-30
Godfrey Financial Associates, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$1.4K (+$39)
Filed 2026-11-10
Creative Financial Designs Inc
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$1.3K (+$38)
Filed 2026-11-04
Godsey & Gibb, Inc
NEW
Shares71
Change+71
Value$1.3K
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.1K (+$31)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares56 from 35
Change+21 (+60%)
Value$1.0K (+$399)
Filed 2026-10-22
Center for Financial Planning, Inc.
NEW
Shares46
Change+46
Value$834
Filed 2026-10-26
StrongBox Wealth, LLC
NEW
Shares32
Change+32
Value$581
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares31 from 56
Change-25 (-45%)
Value$563 (-$425)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$545 (+$16)
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares22
Change+22
Value$400
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$384 (-$4)
Filed 2026-10-16
Decker Retirement Planning Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$264 (+$7)
Filed 2026-10-19
Compass Financial Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$200 (-$10)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 173,146
Change-173,146 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 43,668
Change-43,668 (-100%)
Value$0 (-$769.9K)
Filed 2026-10-13
R Squared Ltd
CLOSED
Shares0 from 18,727
Change-18,727 (-100%)
Value$0 (-$330.2K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 12,323
Change-12,323 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-23
Pinnacle Associates LTD
CLOSED
Shares0 from 12,323
Change-12,323 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 12,162
Change-12,162 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 8,437
Change-8,437 (-100%)
Value$0 (-$148.7K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1,974
Change-1,974 (-100%)
Value$0 (-$34.8K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 1,340
Change-1,340 (-100%)
Value$0 (-$23.6K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$22.9K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 876
Change-876 (-100%)
Value$0 (-$16.0K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-27
Salem Investment Counselors Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-13
Whipplewood Advisors, LLC
CLOSED
Shares0 from 487
Change-487 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-20
Park Place Capital Corp
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-09
Point Nemo Capital, LLC
CLOSED
Shares0 from 156
Change-156 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$917)
Filed 2026-10-21
Breakwater Investment Management
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$794)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$229)
Filed 2026-10-23
Natixis Advisors, LLC
N/A
Shares— from 12,716,809
Change-12,716,809 (-100%)
Value—
Capital International Investors
N/A
Shares— from 12,704,937
Change-12,704,937 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12,635,013
Change-12,635,013 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,497,549
Change-12,497,549 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,176,295
Change-10,176,295 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,843,835
Change-7,843,835 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,313,339
Change-7,313,339 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,312,703
Change-6,312,703 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,584,737
Change-4,584,737 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,242,073
Change-4,242,073 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,499,196
Change-3,499,196 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 3,487,290
Change-3,487,290 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,292,800
Change-3,292,800 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,068,051
Change-3,068,051 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,750,992
Change-2,750,992 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,369,719
Change-2,369,719 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,288,231
Change-2,288,231 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,857,747
Change-1,857,747 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,765,776
Change-1,765,776 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,648,827
Change-1,648,827 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,507,643
Change-1,507,643 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,498,088
Change-1,498,088 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,411,034
Change-1,411,034 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,321,509
Change-1,321,509 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,304,696
Change-1,304,696 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,183,770
Change-1,183,770 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,121,443
Change-1,121,443 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,066,605
Change-1,066,605 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,013,954
Change-1,013,954 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 974,542
Change-974,542 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 814,534
Change-814,534 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 794,643
Change-794,643 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 749,183
Change-749,183 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 709,992
Change-709,992 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 682,776
Change-682,776 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 587,496
Change-587,496 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 587,293
Change-587,293 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 586,491
Change-586,491 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 558,069
Change-558,069 (-100%)
Value—
Boston Partners
N/A
Shares— from 533,466
Change-533,466 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 523,909
Change-523,909 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 523,908
Change-523,908 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 477,093
Change-477,093 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 452,929
Change-452,929 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 447,720
Change-447,720 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 435,673
Change-435,673 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 414,395
Change-414,395 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 412,962
Change-412,962 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 402,895
Change-402,895 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 362,204
Change-362,204 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 324,778
Change-324,778 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 308,207
Change-308,207 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 280,406
Change-280,406 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 275,495
Change-275,495 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 263,731
Change-263,731 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 245,109
Change-245,109 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 240,420
Change-240,420 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 236,173
Change-236,173 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 234,221
Change-234,221 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 221,289
Change-221,289 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 204,899
Change-204,899 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 195,776
Change-195,776 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 193,292
Change-193,292 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 190,100
Change-190,100 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 189,790
Change-189,790 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 183,056
Change-183,056 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 180,475
Change-180,475 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 178,289
Change-178,289 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 176,114
Change-176,114 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 175,888
Change-175,888 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 165,842
Change-165,842 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 142,900
Change-142,900 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 140,159
Change-140,159 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 139,782
Change-139,782 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 139,387
Change-139,387 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 132,733
Change-132,733 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 132,089
Change-132,089 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 120,605
Change-120,605 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 119,130
Change-119,130 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 114,000
Change-114,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 110,842
Change-110,842 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 107,932
Change-107,932 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 107,767
Change-107,767 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 106,088
Change-106,088 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 105,580
Change-105,580 (-100%)
Value—
&partners
N/A
Shares— from 104,212
Change-104,212 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 97,566
Change-97,566 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 88,022
Change-88,022 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 83,679
Change-83,679 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 82,711
Change-82,711 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 78,828
Change-78,828 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 78,222
Change-78,222 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 75,855
Change-75,855 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 72,736
Change-72,736 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 72,046
Change-72,046 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 71,894
Change-71,894 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 68,226
Change-68,226 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 65,428
Change-65,428 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 63,803
Change-63,803 (-100%)
Value—
Capital World Investors
N/A
Shares— from 63,137
Change-63,137 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 62,325
Change-62,325 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 62,200
Change-62,200 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 61,632
Change-61,632 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 61,304
Change-61,304 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 59,515
Change-59,515 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 55,392
Change-55,392 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 54,846
Change-54,846 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 50,078
Change-50,078 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 49,857
Change-49,857 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 49,125
Change-49,125 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 47,919
Change-47,919 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,475
Change-47,475 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 46,050
Change-46,050 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 45,827
Change-45,827 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 44,355
Change-44,355 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 43,014
Change-43,014 (-100%)
Value—
CSS LLC
N/A
Shares— from 41,460
Change-41,460 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 41,417
Change-41,417 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 40,984
Change-40,984 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 32,329
Change-32,329 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 30,586
Change-30,586 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 30,332
Change-30,332 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 28,228
Change-28,228 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 26,573
Change-26,573 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 23,593
Change-23,593 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 23,240
Change-23,240 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 22,344
Change-22,344 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 22,163
Change-22,163 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,753
Change-20,753 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 19,091
Change-19,091 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 18,818
Change-18,818 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,702
Change-18,702 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,620
Change-18,620 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 17,584
Change-17,584 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 16,148
Change-16,148 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 15,364
Change-15,364 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 14,769
Change-14,769 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,618
Change-14,618 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,376
Change-14,376 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,268
Change-14,268 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,640
Change-13,640 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 13,607
Change-13,607 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,550
Change-13,550 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 13,395
Change-13,395 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 13,394
Change-13,394 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 12,851
Change-12,851 (-100%)
Value—
State Street Corp
N/A
Shares— from 12,504
Change-12,504 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,441
Change-12,441 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,745
Change-10,745 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,504
Change-10,504 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 9,016
Change-9,016 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 593
Change-593 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 554
Change-554 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 543
Change-543 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 470
Change-470 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 343
Change-343 (-100%)
Value—
EFG International AG
N/A
Shares— from 328
Change-328 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 80
Change-80 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 65
Change-65 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 32
Change-32 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
FMR LLC
INCREASED19,100,37718,156,932+943,445+5%$320.1M$346.7M+$26.6M2026-11-10
Dimensional Fund Advisors LP
INCREASED5,232,2565,011,770+220,486+4%$88.4M$95.0M+$6.6M2026-11-04
Bank of Montreal
INCREASED3,288,5323,125,522+163,010+5%$55.1M$59.7M+$4.6M2026-11-09
Todd Asset Management LLC
DECREASED3,106,4313,897,393-790,962-20%$68.7M$56.4M-$12.3M2026-10-27
Teachers Retirement System of the State of Kentucky
DECREASED1,933,8802,490,080-556,200-22%$43.9M$35.1K-$43.9M2026-11-10
ABC Arbitrage SA
DECREASED1,839,4301,859,270-19,840-1%$32.8M$33.4M+$606.7K2026-10-23
Fisher Asset Management, LLC
DECREASED1,654,5123,745,660-2,091,148-56%$66.0M$30.0M-$36.0M2026-11-06
Citigroup Inc
INCREASED1,301,40915,343+1,286,066+8382%$270.5K$23.6M+$23.4M2026-11-04
Crossmark Global Holdings, Inc.
DECREASED972,3861,035,444-63,058-6%$18.3M$17.6M-$606.1K2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
DECREASED965,9661,235,305-269,339-22%$21.8M$17.5K-$21.8M2026-10-22
LPL Financial LLC
INCREASED510,654331,082+179,572+54%$5.8M$9.3M+$3.4M2026-11-06
Creative Planning
INCREASED486,300410,204+76,096+19%$7.2M$8.8M+$1.6M2026-11-02
Ritholtz Wealth Management
INCREASED463,218435,479+27,739+6%$7.7M$8.4M+$729.9K2026-11-05
Bank of New York Mellon Corp
DECREASED460,026465,208-5,182-1%$8.2M$8.3M+$147.8K2026-11-05
US Bancorp \de\
INCREASED454,147284,222+169,925+60%$5.0M$8.2M+$3.2M2026-11-05
Eagle Global Advisors LLC
INCREASED358,364358,199+165+0%$6.3M$6.5M+$189.3K2026-11-02
Capricorn Fund Managers Ltd
DECREASED356,200587,290-231,090-39%$10.4M$6.5M-$3.9M2026-11-03
Gradient Investments LLC
DECREASED337,583349,922-12,339-4%$6.2M$6.1M-$42.0K2026-10-08
Nuveen, LLC
INCREASED306,255201,401+104,854+52%$3.6M$5.6M+$2.0M2026-11-10
Ethic Inc.
INCREASED278,883250,249+28,634+11%$4.4M$5.1M+$649.8K2026-11-03
Russell Investments Group, Ltd.
INCREASED228,003133,829+94,174+70%$2.4M$4.1M+$1.8M2026-11-06
HighTower Advisors, LLC
INCREASED217,257206,354+10,903+5%$3.6M$3.9M+$305.2K2026-11-10
Quadrant Capital Group LLC
INCREASED181,805179,050+2,755+2%$3.2M$3.2M+$52.2K2026-10-20
Sanders Capital, LLC
DECREASED175,534179,964-4,430-2%$3.2M$3.2M+$13.2K2026-11-02
Oppenheimer Asset Management Inc.
INCREASED168,389167,636+753+0%$3.0M$3.1M+$100.8K2026-10-27
Assetmark, Inc
INCREASED162,046107,013+55,033+51%$1.9M$2.9M+$1.1M2026-10-21
Vise Technologies, Inc.
INCREASED139,31091,477+47,833+52%$1.6M$2.5M+$915.8K2026-10-29
Hantz Financial Services, Inc.
INCREASED132,930108,685+24,245+22%$1.9M$2.4K-$1.9M2026-11-09
Evergreen Capital Management LLC
DECREASED108,823109,439-616-1%$1.9M$2.0M+$45.7K2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED102,94342,454+60,489+142%$748.5K$1.9M+$1.1M2026-11-05
Savant Capital, LLC
INCREASED101,14276,602+24,540+32%$1.3M$1.8M+$581.7K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED99,04279,343+19,699+25%$1.4M$1.7M+$289.4K2026-10-13
PNC Financial Services Group, Inc.
INCREASED98,54794,672+3,875+4%$1.7M$1.8M+$119.6K2026-11-06
Park Avenue Securities LLC
INCREASED88,15487,565+589+1%$1.5M$1.6K-$1.5M2026-10-26
Atria Investments, Inc
DECREASED87,97098,232-10,262-10%$1.7M$1.6M-$135.2K2026-10-15
Signaturefd, LLC
INCREASED86,59679,003+7,593+10%$1.4M$1.6M+$178.9K2026-10-23
Compound Planning, Inc.
INCREASED79,23677,411+1,825+2%$1.4M$1.4M+$73.4K2026-11-09
Acadian Asset Management LLC
INCREASED73,85855,418+18,440+33%$977.0K$1.3K-$975.7K2026-11-09
Kathmere Capital Management, LLC
INCREASED73,30869,191+4,117+6%$1.2M$1.3M+$110.7K2026-10-20
Provenance Wealth Advisors, LLC
INCREASED69,744206+69,538+33756%$3.6K$1.3M+$1.3M2026-10-30
Truist Financial Corp
INCREASED66,97159,181+7,790+13%$1.0M$1.2M+$172.2K2026-10-30
Aaron Wealth Advisors LLC
INCREASED66,22763,031+3,196+5%$1.1M$1.2M+$90.8K2026-10-13
GC Wealth Management RIA, LLC
DECREASED65,99370,975-4,982-7%$1.3M$1.2M-$53.5K2026-11-02
Legacy Wealth Asset Management, LLC
DECREASED65,64466,380-736-1%$1.2M$1.2M+$21.2K2026-10-09
First Command Advisory Services, Inc.
INCREASED63,1305,937+57,193+963%$104.7K$1.1M+$1.0M2026-11-05
Fifth Third Bancorp
DECREASED60,37368,810-8,437-12%$1.2M$1.1M-$117.4K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED58,91352,621+6,292+12%$949.5K$1.0M+$83.8K2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED57,74354,147+3,596+7%$954.6K$1.0M+$93.4K2026-10-21
Baron Wealth Management LLC
INCREASED57,28655,179+2,107+4%$972.8K$1.0M+$66.9K2026-10-27
Oppenheimer & Co Inc
INCREASED56,15955,581+578+1%$979.9K$1.0M+$39.4K2026-10-26
Keybank National Association
INCREASED56,02043,883+12,137+28%$773.7K$1.0M+$243.1K2026-11-04
Choreo, LLC
INCREASED51,26849,162+2,106+4%$866.7K$930.5K+$63.8K2026-10-28
Transmarket Holdings LP
DECREASED50,886337,507-286,621-85%$6.0M$923.6K-$5.0M2026-10-27
LVW Advisors, LLC
INCREASED50,69747,857+2,840+6%$843.7K$920.2K+$76.4K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED49,34549,781-436-1%$877.6K$895.6K+$18.0K2026-10-16
M&T Bank Corp
INCREASED49,30448,329+975+2%$852.1K$894.6K+$42.4K2026-11-10
Merit Financial Group, LLC
INCREASED42,83139,884+2,947+7%$703.2K$777.4K+$74.2K2026-11-06
Blue Trust, Inc.
DECREASED42,65349,730-7,077-14%$876.7K$774.2K-$102.6K2026-10-15
Sterling Capital Management LLC
DECREASED40,66340,840-1770%$720.0K$738.0K+$18.0K2026-10-22
FCG Investment Co
INCREASED40,56431,726+8,838+28%$559.3K$736.2K+$176.9K2026-10-13
D'Orazio & Associates, Inc.
INCREASED40,04039,696+344+1%$699.8K$726.7K+$26.9K2026-11-04
Davenport & Co LLC
INCREASED38,94436,413+2,531+7%$642.0K$706.8K+$64.9K2026-10-14
Rose Capital Advisors LLC
NEW36,394—+36,394——$660.6K—2026-11-04
Farther Finance Advisors, LLC
INCREASED33,50126,714+6,787+25%$470.5K$608.0K+$137.5K2026-10-08
Versant Capital Management, Inc
INCREASED33,43729,509+3,928+13%$520.2K$606.9K+$86.6K2026-10-02
Old National Bancorp
DECREASED32,82833,485-657-2%$590.3K$595.8K+$5.5K2026-10-20
Summit Global Investments
INCREASED32,36931,202+1,167+4%$550.0K$587-$549.4K2026-10-28
HB Wealth Management, LLC
INCREASED31,60030,893+707+2%$544.7K$573.5K+$28.9K2026-10-23
Blair William & Co
DECREASED29,08048,001-18,921-39%$846.3K$527.8K-$318.5K2026-11-10
Sagespring Wealth Partners, LLC
INCREASED28,95126,735+2,216+8%$471.3K$525.5K+$54.1K2026-10-22
HUB Investment Partners, LLC
INCREASED28,53225,152+3,380+13%$443.4K$517.9K+$74.4K2026-11-03
Ellevest, Inc.
INCREASED27,78426,348+1,436+5%$464.5K$504.3K+$39.8K2026-11-10
J.Safra Asset Management Corp
INCREASED27,3561,269+26,087+2056%$22.4K$496.5K+$474.1K2026-11-03
Kestra Advisory Services, LLC
NEW27,309—+27,309——$495.7K—2026-11-02
Gamma Investing LLC
INCREASED25,62623,356+2,270+10%$411.8K$465.1K+$53.3K2026-10-08
SYM Financial Corp
INCREASED25,39725,092+305+1%$442.4K$461.0K+$18.6K2026-10-26
Squarepoint Ops LLC
DECREASED24,83742,086-17,249-41%$742.0K$450.8K-$291.2K2026-11-09
Prospera Financial Services Inc
INCREASED23,87316,343+7,530+46%$288.2K$369.4K+$81.2K2026-11-04
TD Private Client Wealth LLC
INCREASED22,7586,850+15,908+232%$120.8K$413.1K+$292.3K2026-10-28
Hardy Reed LLC
UNCHANGED22,32122,32100%$393.5K$405.1K+$11.6K2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED22,28722,134+153+1%$390.2K$404.5K+$14.3K2026-10-27
Valeo Financial Advisors, LLC
INCREASED22,08217,499+4,583+26%$308.5K$400.8K+$92.3K2026-10-08
Certior Financial Group, LLC
INCREASED21,13620,903+233+1%$368.5K$383.6K+$15.1K2026-10-19
Ascent Group, LLC
INCREASED20,85420,676+178+1%$364.5K$378.5K+$14.0K2026-10-30
Anchyra Partners LLC
INCREASED20,52816,961+3,567+21%$299.0K$372.6K+$73.6K2026-10-13
West Family Investments, Inc.
INCREASED20,37518,728+1,647+9%$330.2K$369.8K+$39.6K2026-11-09
Aprio Wealth Management, LLC
INCREASED20,31220,044+268+1%$353.4K$368.7K+$15.3K2026-10-28
May Hill Capital, LLC
INCREASED20,06517,975+2,090+12%$316.9K$364.2K+$47.3K2026-11-03
Gallacher Capital Management LLC
DECREASED19,25434,798-15,544-45%$613.5K$349.5K-$264.0K2026-10-30
Perigon Wealth Management, LLC
INCREASED17,71915,638+2,081+13%$275.7K$321.6K+$45.9K2026-10-22
Xponance LLC
INCREASED17,60415,849+1,755+11%$279.4K$319.5K+$40.1K2026-11-03
Parallel Advisors, LLC
INCREASED17,26915,326+1,943+13%$270.2K$313.4K+$43.2K2026-11-03
Wedbush Securities Inc
INCREASED16,41716,372+45+0%$289.0K$298-$288.7K2026-10-22
Athena Wealth Management, LLC
NEW16,260—+16,260——$295.1K—2026-10-09
Larry Mathis Financial Planning, LLC
DECREASED16,16117,224-1,063-6%$303.7K$293.3K-$10.3K2026-10-26
55 North Private Wealth, LLC
INCREASED16,10013,927+2,173+16%$245.5K$292.2K+$46.7K2026-10-20
First Affirmative Financial Network
NEW15,863—+15,863——$287.9K—2026-10-21
Trust Point Inc.
INCREASED15,58714,990+597+4%$264.3K$282.9K+$18.6K2026-10-27
Diversify Wealth Management, LLC
INCREASED15,57813,494+2,084+15%$247.1K$272.1K+$25.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED15,57813,494+2,084+15%$247.1K$272.1K+$25.1K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED15,55611,756+3,800+32%$207.3K$282.3K+$75.1K2026-11-04
PDS Planning, Inc
INCREASED15,28314,279+1,004+7%$251.7K$277.4K+$25.6K2026-11-03
Commonwealth Equity Services, LLC
DECREASED15,26917,034-1,765-10%$300.3K$277.1K-$23.2K2026-11-02
Apollon Wealth Management, LLC
INCREASED15,21613,601+1,615+12%$239.8K$276.2K+$36.4K2026-10-23
Baldwin Wealth Partners LLC
UNCHANGED14,84014,84000%$261.6K$269.3K+$7.7K2026-10-13
Fulton Bank, N.A.
NEW14,780—+14,780——$268.3K—2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED14,67813,086+1,592+12%$230.7K$266.4K+$35.7K2026-10-27
Clearstead Advisors, LLC
INCREASED14,42914,288+141+1%$251.9K$261.9K+$10.0K2026-11-06
Coldstream Capital Management Inc
DECREASED14,36621,578-7,212-33%$380.4K$260.7K-$119.7K2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED14,18612,281+1,905+16%$216.5K$257.5K+$41.0K2026-10-20
TD Waterhouse Canada Inc.
DECREASED14,17026,688-12,518-47%$480.2K$246.5K-$233.7K2026-10-16
Riversedge Advisors, LLC
NEW13,274—+13,274——$240.9K—2026-10-09
Optas, LLC
INCREASED13,21311,963+1,250+10%$210.9K$239.8K+$28.9K2026-11-09
Hilltop National Bank
UNCHANGED13,12413,12400%$231.4K$238.2K+$6.8K2026-10-14
Scheeler Financial LLC
NEW12,808—+12,808——$232.5K—2026-10-13
Larson Financial Group LLC
INCREASED12,80111,830+971+8%$208.6K$232.3K+$23.8K2026-11-05
SBI Securities Co., Ltd.
INCREASED12,7193,311+9,408+284%$58.4K$230.9K+$172.5K2026-10-22
Five Oceans Advisors
UNCHANGED12,68412,68400%$223.6K$230.2K+$6.6K2026-10-22
Axxcess Wealth Management, LLC
NEW12,312—+12,312——$223.5K—2026-10-21
Sage Rhino Capital LLC
DECREASED12,29512,691-396-3%$223.7K$223.2K-$5882026-10-28
Manske Wealth Management
NEW12,288—+12,288——$223.0K—2026-10-26
Dynamic Advisor Solutions LLC
NEW12,189—+12,189——$221.2K—2026-10-13
Brighton Jones LLC
INCREASED11,86510,330+1,535+15%$182.1K$215.4K+$33.2K2026-11-03
Level Four Advisory Services, LLC
INCREASED11,71811,488+230+2%$202.5K$212.7K+$10.1K2026-11-06
Abel Hall, LLC
INCREASED11,32610,835+491+5%$191.0K$205.6K+$14.5K2026-10-19
Angeles Wealth Management, LLC
INCREASED11,25610,984+272+2%$193.6K$204.3K+$10.6K2026-10-26
Wedmont Private Capital
NEW11,216—+11,216——$192.4K—2026-10-09
Lido Advisors, LLC
NEW11,145—+11,145——$202.3K—2026-11-04
Cromwell Holdings LLC
UNCHANGED10,97310,97300%$193.5K$199.2K+$5.7K2026-10-28
Traveka Wealth, LLC
INCREASED10,88710,489+398+4%$184.9K$197.6K+$12.7K2026-10-19
Genus Capital Management Inc.
NEW10,620—+10,620——$192.8K—2026-11-04
Personal CFO Solutions, LLC
DECREASED10,42910,794-365-3%$190.3K$189.3K-$1.0K2026-11-06
Greenleaf Trust
DECREASED10,35812,358-2,000-16%$217.9K$188.0K-$29.9K2026-10-29
Cullen T Bankers, Inc.
INCREASED5,5543,091+2,463+80%$54.5K$100.8K+$46.3K2026-10-28
GHP Investment Advisors, Inc.
UNCHANGED5,1145,11400%$90.2K$92.8K+$2.7K2026-10-15
Parkside Financial Bank & Trust
INCREASED4,9814,909+72+1%$86.5K$90.4K+$3.9K2026-10-27
Atlas Capital Advisors Inc.
INCREASED4,7962,277+2,519+111%$40.1K$2.4K-$37.7K2026-11-09
Mather Group, Llc.
INCREASED4,723298+4,425+1485%$5.3K$85.7K+$80.5K2026-10-14
True Wealth Design, LLC
INCREASED4,6194,247+372+9%$74.9K$83.8K+$9.0K2026-10-13
Spire Wealth Management
UNCHANGED4,0004,00000%$70.5K$72.6K+$2.1K2026-10-30
Owl Creek Wealth Partners LLC
INCREASED3,8193,685+134+4%$65.0K$69.3K+$4.3K2026-10-20
Allworth Financial LP
INCREASED3,8133,553+260+7%$62.6K$67.2K+$4.6K2026-11-06
Private Trust Co NA
INCREASED3,5032,506+997+40%$44.2K$63.6K+$19.4K2026-10-20
Manchester Capital Management LLC
UNCHANGED3,3473,34700%$59.0K$60.7K+$1.7K2026-10-22
Bessemer Group Inc
INCREASED2,9062,811+95+3%$23.0K$53-$23.0K2026-11-09
Salomon & Ludwin, LLC
UNCHANGED2,5992,59900%$46.8K$47.2K+$4162026-10-29
Zions Bancorporation, National Association
UNCHANGED2,3302,33000%$41.1K$42.3K+$1.2K2026-11-06
James T. Borello RIA
UNCHANGED2,0922,09200%$36.9K$38.0K+$1.1K2026-10-16
Lanark Financial, Inc.
DECREASED2,0662,123-57-3%$37.4K$37.5K+$702026-10-26
Rachor Investment Advisory Services, LLC
DECREASED2,0452,048-30%$36.1K$37.1K+$1.0K2026-10-29
Geneos Wealth Management Inc.
NEW1,784—+1,784——$32.4K—2026-11-09
American National Bank & Trust
UNCHANGED1,7711,77100%$31.2K$32.1K+$9212026-10-07
Barclays PLC
NEW1,699—+1,699——$30.8K—2026-11-06
Harbour Investments, Inc.
DECREASED1,5891,610-21-1%$28.4K$28.8K+$4562026-11-09
Miller Global Investments, LLC
NEW1,481—+1,481——$26.9K—2026-10-02
JFS Wealth Advisors, LLC
UNCHANGED1,4781,47800%$26.1K$26.8K+$7682026-11-03
Root Financial Partners, LLC
NEW1,423—+1,423——$25.8K—2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED1,2201,22000%$21.5K$22.2K+$6462026-11-05
Addison Advisors LLC
INCREASED1,017977+40+4%$17.2K$18.5K+$1.2K2026-11-06
Bare Financial Services, Inc
INCREASED964774+190+25%$13.6K$17.5K+$3.9K2026-11-04
Grove Bank & Trust
INCREASED928848+80+9%$15.0K$16.8K+$1.9K2026-10-08
IFP Advisors, Inc
DECREASED875899-24-3%$15.8K$15.9K+$322026-10-16
Eastern Bank
UNCHANGED85185100%$15.0K$15.4K+$4432026-10-05
Retirement Wealth Solutions LLC
DECREASED819849-30-4%$15.0K$14.9K-$1032026-10-07
Triumph Capital Management
UNCHANGED80280200%$14.1K$14.6K+$4172026-10-14
Highline Wealth Partners LLC
INCREASED775501+274+55%$8.8K$14.1K+$5.2K2026-10-19
SJS Investment Consulting Inc.
INCREASED774479+295+62%$8.4K$14.0K+$5.6K2026-10-26
Nisa Investment Advisors, LLC
INCREASED741714+27+4%$12.6K$13.4K+$8612026-10-20
Bell Investment Advisors, Inc
UNCHANGED73073000%$12.9K$13.3K+$3802026-10-29
WPG Advisers, LLC
DECREASED722728-6-1%$12.8K$13.1K+$2692026-10-27
Signature Equity Partners, LLC
INCREASED703630+73+12%$11.1K$12.8K+$1.7K2026-10-29
Proathlete Wealth Management LLC
NEW689—+689——$12.5K—2026-10-15
West Financial Advisors, LLC
NEW681—+681——$12.4K—2026-10-22
Key FInancial Inc
UNCHANGED62862800%$11.1K$11.4K+$3262026-11-02
City State Bank
NEW525—+525——$9.5K—2026-10-20
N.E.W. Advisory Services LLC
INCREASED516289+227+79%$5.1K$9.4K+$4.3K2026-11-09
Essential Partners LLC
INCREASED495424+71+17%$7.5K$9.0K+$1.5K2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED48948900%$8.6K$8.9K+$2542026-10-07
United Financial Planning Group LLC
UNCHANGED48048000%$8.5K$8.7K+$2502026-11-04
Elyxium Wealth, LLC
NEW444—+444——$8.1K—2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED42442400%$7.5K$7.7K+$2212026-10-21
Physician Wealth Advisors, Inc.
INCREASED402304+98+32%$5.4K$7.3K+$1.9K2026-10-20
Ascentis Wealth Management, LLC
NEW400—+400——$7.3K—2026-11-03
Creative Capital Management Investments LLC
UNCHANGED39439400%$6.9K$7.2K+$2052026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW379—+379——$6.9K—2026-10-15
Financial Consulate, Inc
INCREASED367224+143+64%$4.0K$6.7K+$2.7K2026-10-23
Winch Advisory Services, LLC
INCREASED341335+6+2%$5.9K$6.2K+$2772026-11-06
Ares Financial Consulting, LLC
NEW326—+326——$5.9K—2026-10-19
UMB Bank, n.a.
UNCHANGED31931900%$5.6K$5.8K+$1662026-11-06
Jnba Financial Advisors
INCREASED307212+95+45%$3.7K$5.6K+$1.8K2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED30030000%$5.3K$5.4K+$1562026-10-20
Arlington Trust Co LLC
UNCHANGED28828800%$5.1K$5.2K+$1502026-10-20
UMB Private Wealth Management, LLC
NEW275—+275——$5.0K—2026-10-19
Plante Moran Financial Advisors, LLC
DECREASED266429-163-38%$7.6K$4.8K-$2.7K2026-11-04
Rossby Financial, LCC
DECREASED259478-219-46%$8.4K$4.7K-$3.7K2026-11-05
North Star Investment Management Corp.
UNCHANGED24524500%$4.3K$4.4K+$1282026-10-27
CX Institutional
UNCHANGED23423400%$4$4$02026-10-02
Quent Capital, LLC
UNCHANGED22922900%$4.0K$3.6K-$4652026-11-09
Acumen Wealth Advisors, LLC
NEW222—+222——$4.0K—2026-11-05
Planning Strategies Inc.
NEW205—+205——$3.7K—2026-10-02
Hughes Financial Services, LLC
UNCHANGED20520500%$3.6K$3.5K-$1292026-10-30
Lodestone Wealth Management LLC
UNCHANGED19719700%$3.5K$3.6K+$1032026-10-14
City Holding Co
UNCHANGED19519500%$3.4K$3.5K+$1022026-10-19
Activest Wealth Management
INCREASED178175+3+2%$3.1K$3.2K+$1442026-10-15
Harbor Investment Advisory, LLC
NEW177—+177——$3.2K—2026-10-13
Key Capital Management, Inc
NEW168—+168——$3.0K—2026-11-03
Dogwood Wealth Management LLC
DECREASED161174-13-7%$3.1K$2.9K-$1462026-11-09
Fairway Wealth LLC
NEW155—+155——$2.8K—2026-10-30
Nemes Rush Group LLC
UNCHANGED15415400%$2.7K$2.8K+$802026-11-04
Armstrong Advisory Group, Inc
UNCHANGED14614600%$2.6K$2.7K+$762026-10-09
Motco
UNCHANGED14414400%$2.5K$2.6K+$752026-11-09
Independence Bank of Kentucky
UNCHANGED13413400%$2.4K$2.4K+$702026-10-26
Central Trust Co
UNCHANGED13213200%$2.3K$2.4K+$682026-11-05
Albion Financial Group
NEW128—+128——$2.3K—2026-10-21
Virtus Advisers, LLC
UNCHANGED12612600%$2.2K$2.3K+$662026-11-09
Jacobi Capital Management LLC
NEW125—+125——$2.3K—2026-11-05
Downshift Financial, LLC
UNCHANGED11711700%$2.1K$2.1K+$612026-10-13
MV Capital Management, Inc.
UNCHANGED10510500%$1.9K$1.9K+$542026-10-29
Kings Path Partners LLC
NEW100—+100——$1.8K—2026-10-21
Burk Holdings LLC
UNCHANGED10010000%$1.8K$1.8K+$522026-11-05
American Capital Advisory, LLC
UNCHANGED919100%$1.6K$1.7K+$472026-10-28
Trust Co of Vermont
NEW84—+84——$1.5K—2026-10-21
CoreCap Advisors, LLC
DECREASED83296-213-72%$5.2K$1.5K-$3.7K2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED808000%$1.4K$1.5K+$422026-10-16
NFJ Investment Group, LLC
UNCHANGED808000%$1.4K$1.5K+$422026-11-09
Highland Investment Advisors LLC
INCREASED7670+6+9%$1.2K$1.4K+$1452026-11-09
Caldwell Trust Co
UNCHANGED767600%$1.3K$1.4K+$392026-10-30
Godfrey Financial Associates, Inc.
UNCHANGED757500%$1.3K$1.4K+$392026-11-10
Creative Financial Designs Inc
UNCHANGED747400%$1.3K$1.3K+$382026-11-04
Godsey & Gibb, Inc
NEW71—+71——$1.3K—2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED595900%$1.0K$1.1K+$312026-10-28
Monetary Solutions, Ltd
INCREASED5635+21+60%$617$1.0K+$3992026-10-22
Center for Financial Planning, Inc.
NEW46—+46——$834—2026-10-26
StrongBox Wealth, LLC
NEW32—+32——$581—2026-11-02
Asset Dedication, LLC
DECREASED3156-25-45%$988$563-$4252026-11-03
Abound Wealth Management
UNCHANGED303000%$529$545+$162026-10-26
Gilpin Wealth Management, LLC
NEW22—+22——$400—2026-10-09
Mosley Wealth Management
UNCHANGED222200%$388$384-$42026-10-16
Decker Retirement Planning Inc.
UNCHANGED151500%$257$264+$72026-10-19
Compass Financial Management LLC
UNCHANGED111100%$210$200-$102026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED0173,146-173,146-100%$3.1M$0-$3.1M2026-10-16
Hennion & Walsh Asset Management, Inc.
CLOSED043,668-43,668-100%$769.9K$0-$769.9K2026-10-13
R Squared Ltd
CLOSED018,727-18,727-100%$330.2K$0-$330.2K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
CLOSED012,323-12,323-100%$217.3K$0-$217.3K2026-10-23
Pinnacle Associates LTD
CLOSED012,323-12,323-100%$217.3K$0-$217.3K2026-10-20
Cambridge Investment Research Advisors, Inc.
CLOSED012,162-12,162-100%$214.0K$0-$214.0K2026-11-02
Simplex Trading, LLC
CLOSED08,437-8,437-100%$148.7K$0-$148.7K2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED01,974-1,974-100%$34.8K$0-$34.8K2026-10-29
Robinswood Financial LLC
CLOSED01,340-1,340-100%$23.6K$0-$23.6K2026-10-20
Institute for Wealth Management, Llc.
CLOSED01,300-1,300-100%$22.9K$0-$22.9K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,137-1,137-100%$20.0K$0-$20.0K2026-10-14
Cornerstone Planning Group LLC
CLOSED0876-876-100%$16.0K$0-$16.0K2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED0601-601-100%$10.6K$0-$10.6K2026-10-27
Salem Investment Counselors Inc
CLOSED0500-500-100%$8.8K$0-$8.8K2026-10-13
Whipplewood Advisors, LLC
CLOSED0487-487-100%$8.6K$0-$8.6K2026-10-20
Park Place Capital Corp
CLOSED0265-265-100%$4.7K$0-$4.7K2026-11-09
Point Nemo Capital, LLC
CLOSED0156-156-100%$2.8K$0-$2.8K2026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED0131-131-100%$2.3K$0-$2.3K2026-10-16
Trifecta Capital Advisors, LLC
CLOSED052-52-100%$917$0-$9172026-10-21
Breakwater Investment Management
CLOSED045-45-100%$794$0-$7942026-10-20
Stone House Investment Management, LLC
CLOSED013-13-100%$229$0-$2292026-10-23
Natixis Advisors, LLC
N/A—12,716,809-12,716,809-100%$224.2M———
Capital International Investors
N/A—12,704,937-12,704,937-100%$221.7M———
BNP Paribas Financial Markets
N/A—12,635,013-12,635,013-100%$222.8M———
Jones Financial Companies Lllp
N/A—12,497,549-12,497,549-100%$215.2M———
Morgan Stanley
N/A—10,176,295-10,176,295-100%$179.4M———
Bank of America Corp
N/A—7,843,835-7,843,835-100%$138.3M———
Goldman Sachs Group Inc
N/A—7,313,339-7,313,339-100%$128.9M———
JPMorgan Chase & Co
N/A—6,312,703-6,312,703-100%$110.2M———
Northern Trust Corp
N/A—4,584,737-4,584,737-100%$80.8M———
American Century Companies Inc
N/A—4,242,073-4,242,073-100%$74.8M———
Jane Street Group, LLC
N/A—3,499,196-3,499,196-100%$61.7M———
Causeway Capital Management LLC
N/A—3,487,290-3,487,290-100%$61.5M———
BlackRock, Inc.
N/A—3,292,800-3,292,800-100%$58.1M———
Royal Bank of Canada
N/A—3,068,051-3,068,051-100%$54.1M———
Raymond James Financial Inc
N/A—2,750,992-2,750,992-100%$48.5M———
Envestnet Asset Management Inc
N/A—2,369,719-2,369,719-100%$41.8M———
Massachusetts Financial Services Co
N/A—2,288,231-2,288,231-100%$40.3M———
CIBC World Market Inc.
N/A—1,857,747-1,857,747-100%$32.8M———
Millennium Management LLC
N/A—1,765,776-1,765,776-100%$31.1M———
Wells Fargo & Company
N/A—1,648,827-1,648,827-100%$29.1M———
HRT Financial LP
N/A—1,507,643-1,507,643-100%$26.6M———
Marshall Wace, LLP
N/A—1,498,088-1,498,088-100%$26.4M———
O'shaughnessy Asset Management, LLC
N/A—1,411,034-1,411,034-100%$24.9M———
AQR Capital Management LLC
N/A—1,321,509-1,321,509-100%$23.3M———
Arrowstreet Capital, Limited Partnership
N/A—1,304,696-1,304,696-100%$23.0M———
Quantinno Capital Management LP
N/A—1,183,770-1,183,770-100%$20.9M———
UBS Group AG
N/A—1,121,443-1,121,443-100%$19.8M———
Qube Research & Technologies Ltd
N/A—1,066,605-1,066,605-100%$18.8M———
Captrust Financial Advisors
N/A—1,013,954-1,013,954-100%$17.9M———
Citadel Advisors LLC
N/A—974,542-974,542-100%$17.2M———
Tower Research Capital LLC (TRC)
N/A—814,534-814,534-100%$14.4M———
Charles Schwab Investment Management Inc
N/A—794,643-794,643-100%$14.0M———
Old Mission Capital LLC
N/A—749,183-749,183-100%$13.2M———
Schonfeld Strategic Advisors LLC
N/A—709,992-709,992-100%$12.5M———
UBS Asset Management Americas LLC
N/A—682,776-682,776-100%$12.0M———
SEI Investments Co
N/A—587,496-587,496-100%$10.4M———
Boothbay Fund Management, LLC
N/A—587,293-587,293-100%$10.4M———
Pathstone Holdings, LLC
N/A—586,491-586,491-100%$10.3M———
QRG Capital Management, Inc.
N/A—558,069-558,069-100%$9.8M———
Boston Partners
N/A—533,466-533,466-100%$9.4M———
Farringdon Capital, Ltd.
N/A—523,909-523,909-100%$9.2M———
Bellars Harris Wealth Management, LLC
N/A—523,908-523,908-100%$9.2M———
Stifel Financial Corp
N/A—477,093-477,093-100%$8.4M———
XTX Topco Ltd
N/A—452,929-452,929-100%$8.0M———
Point72 Asset Management, L.P.
N/A—447,720-447,720-100%$7.9M———
NewEdge Wealth, LLC
N/A—435,673-435,673-100%$7.7M———
Aquatic Capital Management LLC
N/A—414,395-414,395-100%$7.3M———
Neuberger Berman Group LLC
N/A—412,962-412,962-100%$7.3M———
Alliancebernstein L.P.
N/A—402,895-402,895-100%$6.0M———
Mercer Global Advisors Inc
N/A—362,204-362,204-100%$6.4M———
Vestmark Advisory Solutions, Inc.
N/A—324,778-324,778-100%$5.7M———
Jupiter Topco LLC
N/A—308,207-308,207-100%$5.4M———
Cerity Partners LLC
N/A—280,406-280,406-100%$4.9M———
Seascape Capital Management
N/A—275,495-275,495-100%$4.9M———
Capital Fund Management S.A.
N/A—263,731-263,731-100%$4.6M———
Cetera Investment Advisers
N/A—245,109-245,109-100%$4.3M———
Manning & Napier Advisors LLC
N/A—240,420-240,420-100%$4.2M———
Mariner, LLC
N/A—236,173-236,173-100%$4.2M———
First Trust Advisors LP
N/A—234,221-234,221-100%$4.1M———
MML Investors Services, LLC
N/A—221,289-221,289-100%$3.9M———
Bridgewater Associates, LP
N/A—204,899-204,899-100%$3.6M———
Orion Porfolio Solutions, LLC
N/A—195,776-195,776-100%$3.5M———
Sanctuary Advisors, LLC
N/A—193,292-193,292-100%$3.4M———
Two Sigma Investments, LP
N/A—190,100-190,100-100%$3.4M———
Focus Partners Wealth
N/A—189,790-189,790-100%$3.3M———
Integrated Quantitative Investments LLC
N/A—183,056-183,056-100%$3.2M———
DV Equities, LLC
N/A—180,475-180,475-100%$3.2M———
Callan Family Office, LLC
N/A—178,289-178,289-100%$3.1M———
Vanguard Personalized Indexing Management, LLC
N/A—176,114-176,114-100%$3.1M———
Engineers Gate Manager LP
N/A—175,888-175,888-100%$3.1M———
Tudor Investment Corp ET AL
N/A—165,842-165,842-100%$2.9M———
Vident Advisory, LLC
N/A—142,900-142,900-100%$2.5M———
Caprock Group, LLC
N/A—140,159-140,159-100%$2.5M———
Voloridge Investment Management, LLC
N/A—139,782-139,782-100%$2.5M———
Evolve Private Wealth, LLC
N/A—139,387-139,387-100%$2.5M———
Osaic Holdings, Inc.
N/A—132,733-132,733-100%$2.3M———
BTC Capital Management, Inc.
N/A—132,089-132,089-100%$2.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—120,605-120,605-100%$2.1M———
DRW Securities, LLC
N/A—119,130-119,130-100%$2.1M———
Barometer Capital Management Inc.
N/A—114,000-114,000-100%$2.0M———
Ameriprise Financial Inc
N/A—110,842-110,842-100%$2.0M———
1832 Asset Management L.P.
N/A—107,932-107,932-100%$1.9M———
Global Retirement Partners, LLC
N/A—107,767-107,767-100%$1.9M———
Campbell & Co Investment Adviser LLC
N/A—106,088-106,088-100%$1.9M———
Janney Montgomery Scott LLC
N/A—105,580-105,580-100%$1.9M———
&partners
N/A—104,212-104,212-100%$1.8M———
Entropy Technologies, LP
N/A—97,566-97,566-100%$1.7M———
Venturi Wealth Management, LLC
N/A—88,022-88,022-100%$1.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—83,679-83,679-100%$1.5M———
Qtron Investments LLC
N/A—82,711-82,711-100%$1.5M———
Arax Advisory Partners
N/A—78,828-78,828-100%$1.4M———
Advisors Asset Management, Inc.
N/A—78,222-78,222-100%$1.4M———
IEQ Capital, LLC
N/A—75,855-75,855-100%$1.3M———
Naviter Wealth, LLC
N/A—72,736-72,736-100%$1.3M———
GeoWealth Management, LLC
N/A—72,046-72,046-100%$1.3M———
Rehmann Capital Advisory Group
N/A—71,894-71,894-100%$1.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—68,226-68,226-100%$1.2M———
Prosperity Consulting Group, LLC
N/A—65,428-65,428-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—63,803-63,803-100%$1.1M———
Capital World Investors
N/A—63,137-63,137-100%$1.1M———
Rhumbline Advisers
N/A—62,325-62,325-100%$1.1M———
Winton Group Ltd
N/A—62,200-62,200-100%$1.1M———
NewEdge Advisors, LLC
N/A—61,632-61,632-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—61,304-61,304-100%$1.1M———
Benjamin Edwards Inc
N/A—59,515-59,515-100%$1.0M———
Sequoia Financial Advisors, LLC
N/A—55,392-55,392-100%$976.6K———
Guggenheim Capital LLC
N/A—54,846-54,846-100%$966.9K———
Jain Global LLC
N/A—50,078-50,078-100%$882.9K———
RBF Capital, LLC
N/A—50,000-50,000-100%$881.5K———
Summit Trail Advisors, LLC
N/A—49,857-49,857-100%$879.0K———
Glenmede Trust Co NA
N/A—49,125-49,125-100%$866.1K———
Ballentine Partners, LLC
N/A—47,919-47,919-100%$844.8K———
Integrated Wealth Concepts LLC
N/A—47,475-47,475-100%$837.0K———
Quantbot Technologies LP
N/A—46,050-46,050-100%$811.9K———
Smartleaf Asset Management LLC
N/A—45,827-45,827-100%$799.7K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—44,683-44,683-100%$787.8K———
Bleakley Financial Group, LLC
N/A—44,355-44,355-100%$782.0K———
Goldstone Financial Group, LLC
N/A—43,014-43,014-100%$758.3K———
CSS LLC
N/A—41,460-41,460-100%$730.9K———
Flow Traders U.S. LLC
N/A—41,417-41,417-100%$730.0K———
Rockefeller Capital Management L.P.
N/A—40,984-40,984-100%$722.6K———
Envestnet Portfolio Solutions, Inc.
N/A—32,329-32,329-100%$570.0K———
New York State Common Retirement Fund
N/A—30,586-30,586-100%$539.2K———
Franklin Resources Inc
N/A—30,332-30,332-100%$534.7K———
Strategic Global Advisors, LLC
N/A—28,228-28,228-100%$497.7K———
Northwestern Mutual Wealth Management Co
N/A—26,573-26,573-100%$468.5K———
Pure Financial Advisors, LLC
N/A—23,593-23,593-100%$415.9K———
Syon Capital LLC
N/A—23,240-23,240-100%$409.7K———
Dynasty Wealth Management, LLC
N/A—22,344-22,344-100%$393.9K———
Sivia Capital Partners, LLC
N/A—22,163-22,163-100%$390.7K———
Commerce Bank
N/A—20,753-20,753-100%$365.9K———
Mattson Financial Services, LLC
N/A—19,091-19,091-100%$340.4K———
IHT Wealth Management, LLC
N/A—18,818-18,818-100%$331.8K———
Kingsview Wealth Management, LLC
N/A—18,702-18,702-100%$329.7K———
Principal Securities, Inc.
N/A—18,620-18,620-100%$328.3K———
Brown Financial Advisors
N/A—17,584-17,584-100%$310.0K———
Frec Markets, Inc.
N/A—16,148-16,148-100%$284.7K———
OneAscent Investment Solutions LLC
N/A—15,364-15,364-100%$270.9K———
GSA Capital Partners LLP
N/A—14,769-14,769-100%$260.0K———
MAI Capital Management
N/A—14,618-14,618-100%$257.7K———
Keebeck Wealth Management
N/A—14,376-14,376-100%$253.4K———
Advisory Services Network, LLC
N/A—14,268-14,268-100%$251.5K———
Waverly Advisors, LLC
N/A—13,640-13,640-100%$240.5K———
Jackson Thornton Wealth Management, LLC
N/A—13,607-13,607-100%$239.9K———
Beacon Pointe Advisors, LLC
N/A—13,550-13,550-100%$238.9K———
Cornerstone Select Advisors, LLC
N/A—13,395-13,395-100%$236.2K———
Checchi Capital Advisers, LLC
N/A—13,394-13,394-100%$236.1K———
Hexagon Capital Partners LLC
N/A—12,851-12,851-100%$226.6K———
State Street Corp
N/A—12,504-12,504-100%$221.0K———
EP Wealth Advisors, LLC
N/A—12,441-12,441-100%$219.3K———
Arkadios Wealth Advisors
N/A—12,380-12,380-100%$218.3K———
Tidal Investments LLC
N/A—11,030-11,030-100%$194.5K———
Focus Partners Advisor Solutions, LLC
N/A—10,864-10,864-100%$191.5K———
World Investment Advisors
N/A—10,745-10,745-100%$167.6K———
Kintra Wealth, LLC
N/A—10,504-10,504-100%$202.9K———
Basecamp Wealth Advisors LLC
N/A—9,016-9,016-100%$159.0K———
Brown Brothers Harriman & Co
N/A—8,741-8,741-100%$154.1K———
Huntington National Bank
N/A—8,358-8,358-100%$147.4K———
Bruce G. Allen Investments, LLC
N/A—7,240-7,240-100%$127.6K———
Elequin Capital, LP
N/A—5,948-5,948-100%$104.9K———
Accent Capital Management, LLC
N/A—5,503-5,503-100%$97.0K———
Federation des caisses Desjardins du Quebec
N/A—4,549-4,549-100%$80.2K———
SHP Wealth Management
N/A—4,443-4,443-100%$78.3K———
Steward Partners Investment Advisory, LLC
N/A—4,085-4,085-100%$72.0K———
Rothschild Investment LLC
N/A—4,026-4,026-100%$71.0K———
Group One Trading LLC
N/A—1,894-1,894-100%$33.4K———
National Bank of Canada
N/A—1,682-1,682-100%$29.6K———
TD Capital Management LLC
N/A—1,463-1,463-100%$25.8K———
BFC Planning, Inc.
N/A—1,369-1,369-100%$24.1K———
IMA Advisory Services, Inc.
N/A—1,132-1,132-100%$20.0K———
Atlantic Union Bankshares Corp
N/A—1,085-1,085-100%$19.1K———
Kilter Group LLC
N/A—935-935-100%$16.5K———
Synergy Investment Management, LLC
N/A—844-844-100%$14.8K———
Continuum Advisory, LLC
N/A—831-831-100%$14.7K———
GW&K Investment Management, LLC
N/A—815-815-100%$14———
Raffa Wealth Management, LLC
N/A—679-679-100%$12.0K———
WealthCollab, LLC
N/A—645-645-100%$11.4K———
Bravera Wealth
N/A—593-593-100%$10.5K———
Ancora Advisors LLCA
N/A—554-554-100%$9.8K———
Ameriflex Group, Inc.
N/A—543-543-100%$9.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—490-490-100%$8.6K———
Benson Wealth Management Inc
N/A—470-470-100%$8.3K———
BOK Financial Private Wealth, Inc.
N/A—343-343-100%$6.0K———
EFG International AG
N/A—328-328-100%$5.8K———
Cornerstone Financial Management LLC
N/A—287-287-100%$5.1K———
CVA Family Office, LLC
N/A—257-257-100%$4.5K———
Federated Hermes, Inc.
N/A—245-245-100%$4.3K———
Transamerica Financial Advisors, LLC
N/A—228-228-100%$4.0K———
HighMark Wealth Management LLC
N/A—213-213-100%$3.8K———
LRI Investments, LLC
N/A—165-165-100%$2.9K———
Private Wealth Asset Management, LLC
N/A—147-147-100%$2.6K———
Allied Private Wealth LLC
N/A—145-145-100%$2.5K———
Chesapeake Asset Management LLC
N/A—135-135-100%$2.4K———
Sittner & Nelson, LLC
N/A—111-111-100%$2.0K———
JPL Wealth Management, LLC
N/A—92-92-100%$1.6K———
MidFirst Bank
N/A—80-80-100%$1.4K———
ST Germain D J Co Inc
N/A—65-65-100%$1.1K———
Horizon Investments, LLC
N/A—41-41-100%$723———
Bogart Wealth, LLC
N/A—40-40-100%$705———
PIN OAK Investment Advisors Inc
N/A—34-34-100%$1———
Beaird Harris Wealth Management, LLC
N/A—34-34-100%$593———
Fiduciary Financial Advisors
N/A—32-32-100%$564———
Webster Bank, N. A.
N/A—24-24-100%$423———
Crewe Advisors LLC
N/A—20-20-100%$353———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 466 of 466 institutions