Opendoor Technologies Inc (OPEN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares9,504,120 from 12,578,211

Change-3,074,091 (-24%)

Value$22.5M (-$35.6M)

Filed 2026-11-04

Daiwa Securities Group Inc.

INCREASED

Shares9,062,925 from 4,666,343

Change+4,396,582 (+94%)

Value$21.5M (-$79.4K)

Filed 2026-10-29

Privium Fund Management B.V.

INCREASED

Shares5,140,904 from 3,940,904

Change+1,200,000 (+30%)

Value$12.2M (-$6.0M)

Filed 2026-11-03

Citigroup Inc

INCREASED

Shares4,052,288 from 557,793

Change+3,494,495 (+626%)

Value$9.6M (+$7.0M)

Filed 2026-11-04

Hennessy Advisors Inc

DECREASED

Shares3,619,600 from 3,734,900

Change-115,300 (-3%)

Value$8.6M (-$8.7M)

Filed 2026-10-28

Barclays PLC

INCREASED

Shares3,564,021 from 599,204

Change+2,964,817 (+495%)

Value$8.4M (+$5.7M)

Filed 2026-11-06

Imc-Chicago, LLC

INCREASED

Shares3,059,433 from 2,071,950

Change+987,483 (+48%)

Value$7.3M (-$2.3M)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares2,888,299 from 2,879,771

Change+8,528 (+0%)

Value$6.8M (-$6.5M)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

INCREASED

Shares2,654,206 from 2,504,088

Change+150,118 (+6%)

Value$6.3M (-$5.3M)

Filed 2026-10-30

Signaturefd, LLC

INCREASED

Shares517,130 from 516,169

Change+961 (+0%)

Value$1.2M (-$1.2M)

Filed 2026-10-23

Sullivan Wood Capital Management LLC

NEW

Shares501,375

Change+501,375

Value$1.2M

Filed 2026-10-13

Simplex Trading, LLC

DECREASED

Shares462,831 from 761,221

Change-298,390 (-39%)

Value$1.1M (-$2.2M)

Filed 2026-11-04

IPG Investment Advisors LLC

INCREASED

Shares350,000 from 250,000

Change+100,000 (+40%)

Value$829.5K (-$325.5K)

Filed 2026-10-30

State of New Jersey Common Pension Fund D

INCREASED

Shares338,009 from 302,011

Change+35,998 (+12%)

Value$801.1K (-$594.2K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares262,585 from 37,020

Change+225,565 (+609%)

Value$622.3K (+$451.3K)

Filed 2026-11-02

Arizona State Retirement System

INCREASED

Shares258,159 from 251,209

Change+6,950 (+3%)

Value$611.8K (-$548.7K)

Filed 2026-11-03

Strs Ohio

INCREASED

Shares257,500 from 184,700

Change+72,800 (+39%)

Value$610.3K (-$243.0K)

Filed 2026-10-30

Activest Wealth Management

INCREASED

Shares192,600 from 175,250

Change+17,350 (+10%)

Value$456.5K (-$353.2K)

Filed 2026-10-15

GF Fund Management Co. Ltd.

DECREASED

Shares184,742 from 469,602

Change-284,860 (-61%)

Value$437.8K (-$1.7M)

Filed 2026-10-26

OP Asset Management Ltd

INCREASED

Shares176,161 from 152,429

Change+23,732 (+16%)

Value$417.5K (-$286.7K)

Filed 2026-11-05

Virginia Retirement Systems ET Al

DECREASED

Shares175,600 from 268,700

Change-93,100 (-35%)

Value$416.2K (-$825.2K)

Filed 2026-10-28

AlphaCore Capital LLC

DECREASED

Shares157,158 from 174,406

Change-17,248 (-10%)

Value$372.5K (-$433.3K)

Filed 2026-11-04

Pictet Asset Management Holding SA

UNCHANGED

Shares149,320 from 149,320

Change0 (0%)

Value$353.9K (-$336.0K)

Filed 2026-11-03

Sigma Planning Corp

DECREASED

Shares148,300 from 159,800

Change-11,500 (-7%)

Value$351.5K (-$386.8K)

Filed 2026-10-23

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares139,474 from 139,474

Change0 (0%)

Value$330.6K (-$313.8K)

Filed 2026-10-23

ProShare Advisors LLC

DECREASED

Shares118,289 from 123,368

Change-5,079 (-4%)

Value$280.3K (-$289.6K)

Filed 2026-10-29

HB Wealth Management, LLC

DECREASED

Shares98,505 from 100,102

Change-1,597 (-2%)

Value$233.5K (-$229.0K)

Filed 2026-10-23

Principal Financial Group Inc

INCREASED

Shares98,404 from 63,117

Change+35,287 (+56%)

Value$233.2K (-$58.4K)

Filed 2026-11-02

J. Safra Sarasin Holding AG

INCREASED

Shares95,606 from 63,291

Change+32,315 (+51%)

Value$226.6K (-$65.9K)

Filed 2026-10-26

Xponance LLC

INCREASED

Shares92,010 from 91,899

Change+111 (+0%)

Value$218.1K (-$206.5K)

Filed 2026-11-03

SBI Securities Co., Ltd.

INCREASED

Shares88,945 from 58,850

Change+30,095 (+51%)

Value$210.8K (-$61.1K)

Filed 2026-10-22

Compound Planning, Inc.

INCREASED

Shares88,367 from 88,049

Change+318 (+0%)

Value$209.4K (-$197.4K)

Filed 2026-11-05

StoneX Group Inc.

NEW

Shares86,195

Change+86,195

Value$222.9K

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares78,700 from 109,470

Change-30,770 (-28%)

Value$180.2K (-$276.5K)

Filed 2026-10-13

Swiss Life Asset Management Ltd

INCREASED

Shares66,484 from 64,482

Change+2,002 (+3%)

Value$157.6K (-$140.3K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares66,170 from 62,621

Change+3,549 (+6%)

Value$157 (-$288.8K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares63,186 from 55,577

Change+7,609 (+14%)

Value$149.8K (-$107.0K)

Filed 2026-11-02

Independent Financial Group, LLC

DECREASED

Shares56,211 from 56,561

Change-350 (-1%)

Value$133.2K (-$128.1K)

Filed 2026-10-13

State of Wyoming

NEW

Shares47,609

Change+47,609

Value$112.8K

Filed 2026-10-28

International Assets Investment Management, LLC

DECREASED

Shares45,050 from 46,650

Change-1,600 (-3%)

Value$108.1K (-$122.3K)

Filed 2026-11-02

XML Financial, LLC

UNCHANGED

Shares45,000 from 45,000

Change0 (0%)

Value$106.7K (-$101.3K)

Filed 2026-10-29

Valeo Financial Advisors, LLC

INCREASED

Shares42,413 from 41,501

Change+912 (+2%)

Value$100.5K (-$91.2K)

Filed 2026-10-08

Facet Wealth, Inc.

NEW

Shares38,372

Change+38,372

Value$90.9K

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

INCREASED

Shares38,227 from 6,860

Change+31,367 (+457%)

Value$90.6K (+$58.9K)

Filed 2026-10-29

Dynamic Advisor Solutions LLC

DECREASED

Shares38,126 from 45,149

Change-7,023 (-16%)

Value$90.4K (-$118.2K)

Filed 2026-10-13

LBP AM SA

NEW

Shares37,469

Change+37,469

Value$88.8K

Filed 2026-11-06

Emerald Advisors, LLC

UNCHANGED

Shares35,000 from 35,000

Change0 (0%)

Value$83.0K (-$78.8K)

Filed 2026-10-13

Wedbush Securities Inc

NEW

Shares34,350

Change+34,350

Value$81

Filed 2026-10-22

Lauer Wealth, LLC

NEW

Shares30,300

Change+30,300

Value$69.4K

Filed 2026-10-13

DKM Wealth Management, Inc.

INCREASED

Shares29,496 from 25,296

Change+4,200 (+17%)

Value$69.9K (-$47.0K)

Filed 2026-10-09

Sterling Capital Management LLC

INCREASED

Shares28,947 from 5,985

Change+22,962 (+384%)

Value$68.6K (+$41.0K)

Filed 2026-10-22

CIBC Asset Management Inc

UNCHANGED

Shares28,553 from 28,553

Change0 (0%)

Value$67.7K (-$64.2K)

Filed 2026-11-05

Myecfo, LLC

INCREASED

Shares27,039 from 15,500

Change+11,539 (+74%)

Value$64.1K (-$7.5K)

Filed 2026-10-14

KBC Group NV

UNCHANGED

Shares26,598 from 26,598

Change0 (0%)

Value$63 (-$122.9K)

Filed 2026-10-22

Bdfs Capital LLC

NEW

Shares25,624

Change+25,624

Value$60.7K

Filed 2026-10-14

Amalgamated Bank

UNCHANGED

Shares25,563 from 25,563

Change0 (0%)

Value$61 (-$117.9K)

Filed 2026-10-23

Cortland Associates Inc

NEW

Shares24,289

Change+24,289

Value$58.0K

Filed 2026-10-29

Vise Technologies, Inc.

NEW

Shares24,020

Change+24,020

Value$56.9K

Filed 2026-10-29

Stonekeep Investments, LLC

DECREASED

Shares23,470 from 23,503

Change-33 (0%)

Value$55.6K (+$55.5K)

Filed 2026-10-15

R Squared Ltd

NEW

Shares22,231

Change+22,231

Value$52.7K

Filed 2026-11-06

Vontobel Holding Ltd.

DECREASED

Shares22,142 from 48,551

Change-26,409 (-54%)

Value$52.5K (-$171.8K)

Filed 2026-10-16

Partners Wealth Management, LLC

NEW

Shares20,000

Change+20,000

Value$47.4K

Filed 2026-10-28

Abel Hall, LLC

INCREASED

Shares19,396 from 16,828

Change+2,568 (+15%)

Value$46.0K (-$31.8K)

Filed 2026-10-19

Farther Finance Advisors, LLC

DECREASED

Shares19,088 from 34,081

Change-14,993 (-44%)

Value$45.2K (-$112.2K)

Filed 2026-10-08

Profund Advisors LLC

DECREASED

Shares18,551 from 19,321

Change-770 (-4%)

Value$44.0K (-$45.3K)

Filed 2026-10-29

Castleview Partners, LLC

INCREASED

Shares17,299 from 16,495

Change+804 (+5%)

Value$41.0K (-$35.2K)

Filed 2026-10-09

Balance Wealth Partners LLC

INCREASED

Shares16,611 from 10,015

Change+6,596 (+66%)

Value$39.4K (-$6.9K)

Filed 2026-10-27

Prospera Financial Services Inc

NEW

Shares14,500

Change+14,500

Value$26.1K

Filed 2026-11-04

Kingswood Wealth Advisors, LLC

INCREASED

Shares14,257 from 14,250

Change+7 (+0%)

Value$33.8K (-$32.0K)

Filed 2026-10-23

Mission Wealth Management, LP

DECREASED

Shares13,446 from 13,652

Change-206 (-2%)

Value$31.9K (-$31.2K)

Filed 2026-10-15

HUB Investment Partners, LLC

INCREASED

Shares13,310 from 11,140

Change+2,170 (+19%)

Value$31.5K (-$19.9K)

Filed 2026-11-03

Alta Advisers Ltd

NEW

Shares11,900

Change+11,900

Value$28.2K

Filed 2026-11-02

Apollon Wealth Management, LLC

DECREASED

Shares11,828 from 18,557

Change-6,729 (-36%)

Value$28.0K (-$57.7K)

Filed 2026-10-23

Yousif Capital Management, LLC

UNCHANGED

Shares10,779 from 10,779

Change0 (0%)

Value$25.5K (-$24.3K)

Filed 2026-10-22

Financial Security Advisor, Inc.

UNCHANGED

Shares10,400 from 10,400

Change0 (0%)

Value$24.6K (-$23.4K)

Filed 2026-11-03

Brighton Jones LLC

NEW

Shares10,385

Change+10,385

Value$24.6K

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares10,383 from 10,343

Change+40 (+0%)

Value$24.6K (-$23.2K)

Filed 2026-10-30

Kestra Advisory Services, LLC

INCREASED

Shares10,290 from 10,040

Change+250 (+2%)

Value$24.4K (-$22.0K)

Filed 2026-11-02

Signal Advisors Wealth, LLC

NEW

Shares10,133

Change+10,133

Value$24.0K

Filed 2026-10-13

SteelPeak Wealth, LLC

NEW

Shares10,013

Change+10,013

Value$23.7K

Filed 2026-10-16

McGuire Investment Group, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$23.7K (-$22.5K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

DECREASED

Shares8,091 from 8,660

Change-569 (-7%)

Value$19.2K (-$20.8K)

Filed 2026-10-20

Nykredit A/S

UNCHANGED

Shares7,922 from 7,922

Change0 (0%)

Value$18.8K (-$17.8K)

Filed 2026-11-06

Triumph Capital Management

UNCHANGED

Shares7,870 from 7,870

Change0 (0%)

Value$18.7K (-$17.7K)

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares5,876 from 8,071

Change-2,195 (-27%)

Value$13.9K (-$23.4K)

Filed 2026-11-05

Nova Financial LLC

NEW

Shares5,700

Change+5,700

Value$13.5K

Filed 2026-11-04

Fortitude Family Office, LLC

INCREASED

Shares4,034 from 262

Change+3,772 (+1440%)

Value$9.6K (+$8.4K)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares3,200 from 2,200

Change+1,000 (+45%)

Value$7.6K (-$2.6K)

Filed 2026-10-16

Gamma Investing LLC

INCREASED

Shares3,036 from 498

Change+2,538 (+510%)

Value$7.2K (+$4.9K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares2,540 from 1,705

Change+835 (+49%)

Value$6.0K (-$1.9K)

Filed 2026-11-05

Nemes Rush Group LLC

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$5.9K (-$5.6K)

Filed 2026-11-04

Wolverine Asset Management LLC

DECREASED

Shares2,408 from 10,484

Change-8,076 (-77%)

Value$5.7K (-$42.7K)

Filed 2026-11-02

Inspire Investing, LLC

UNCHANGED

Shares2,152 from 2,152

Change0 (0%)

Value$5.1K (-$4.8K)

Filed 2026-10-22

Financial Consulate, Inc

UNCHANGED

Shares2,131 from 2,131

Change0 (0%)

Value$5.1K (-$4.8K)

Filed 2026-10-23

Larson Financial Group LLC

INCREASED

Shares2,021 from 1,376

Change+645 (+47%)

Value$4.8K (-$1.6K)

Filed 2026-11-05

Center for Financial Planning, Inc.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$4.7K (-$4.5K)

Filed 2026-10-26

Gen-Wealth Partners Inc

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$4.7K (-$4.5K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

UNCHANGED

Shares1,904 from 1,904

Change0 (0%)

Value$4.6K (-$4.9K)

Filed 2026-10-16

Private Trust Co NA

DECREASED

Shares1,404 from 1,805

Change-401 (-22%)

Value$3.3K (-$5.0K)

Filed 2026-10-20

Parkside Financial Bank & Trust

NEW

Shares1,032

Change+1,032

Value$2.4K

Filed 2026-10-27

Wolff Wiese Magana LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$2.4K (-$2.3K)

Filed 2026-10-15

Spire Wealth Management

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$2.4K (-$2.3K)

Filed 2026-10-30

Kelleher Financial Advisors

UNCHANGED

Shares820 from 820

Change0 (0%)

Value$1.9K (-$1.8K)

Filed 2026-10-30

DB Fitzpatrick & Co, Inc

DECREASED

Shares795 from 915

Change-120 (-13%)

Value$1.9K (-$2.3K)

Filed 2026-10-19

Parallel Advisors, LLC

DECREASED

Shares690 from 697

Change-7 (-1%)

Value$1.6K (-$1.6K)

Filed 2026-11-03

Valued Wealth Advisors LLC

DECREASED

Shares607 from 1,042

Change-435 (-42%)

Value$1.4K (-$3.4K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

DECREASED

Shares600 from 5,016

Change-4,416 (-88%)

Value$1.4K (-$21.8K)

Filed 2026-11-06

Hurley Capital, LLC

UNCHANGED

Shares539 from 539

Change0 (0%)

Value$1.3K (-$1.2K)

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$1 (-$1)

Filed 2026-11-04

Golden State Wealth Management, LLC

UNCHANGED

Shares327 from 327

Change0 (0%)

Value$775 (-$736)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares309 from 121

Change+188 (+155%)

Value$732 (+$173)

Filed 2026-10-21

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$711 (-$675)

Filed 2026-10-07

Evermay Wealth Management LLC

UNCHANGED

Shares299 from 299

Change0 (0%)

Value$709 (-$673)

Filed 2026-11-05

Blue Trust, Inc.

INCREASED

Shares298 from 166

Change+132 (+80%)

Value$707 (-$60)

Filed 2026-10-15

Jacobi Capital Management LLC

NEW

Shares200

Change+200

Value$474

Filed 2026-11-05

Creative Financial Designs Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$474 (-$450)

Filed 2026-11-04

Bare Financial Services, Inc

NEW

Shares179

Change+179

Value$424

Filed 2026-11-04

Lanark Financial, Inc.

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$415 (-$393)

Filed 2026-10-26

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$284 (-$270)

Filed 2026-10-27

GK Wealth Management LLC

NEW

Shares100

Change+100

Value$237

Filed 2026-10-09

Morton Brown Family Wealth, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$237 (-$225)

Filed 2026-10-23

Compass Financial Management LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$237 (-$225)

Filed 2026-10-30

Covestor Ltd

NEW

Shares97

Change+97

Value$0

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$211 (-$200)

Filed 2026-10-27

Hughes Financial Services, LLC

NEW

Shares74

Change+74

Value$141

Filed 2026-10-30

Wilkerson Advisory Group LLC

DECREASED

Shares53 from 1,553

Change-1,500 (-97%)

Value$126 (-$7.0K)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares52

Change+52

Value$123

Filed 2026-10-21

Clearstead Advisors, LLC

DECREASED

Shares50 from 100

Change-50 (-50%)

Value$119 (-$343)

Filed 2026-11-06

SJS Investment Consulting Inc.

DECREASED

Shares39 from 140

Change-101 (-72%)

Value$93 (-$554)

Filed 2026-10-26

FNY Investment Advisers, LLC

INCREASED

Shares30 from 10

Change+20 (+200%)

Value$0 ($0)

Filed 2026-10-16

Nvest Wealth Strategies, Inc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$72 (-$67)

Filed 2026-10-14

William B. Walkup & Associates, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$59 (-$57)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares24 from 23

Change+1 (+4%)

Value$57 (-$49)

Filed 2026-11-04

Duncker Streett & Co Inc

DECREASED

Shares22 from 100

Change-78 (-78%)

Value$52 (-$410)

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

DECREASED

Shares14 from 123

Change-109 (-89%)

Value$34 (-$535)

Filed 2026-10-16

JFS Wealth Advisors, LLC

DECREASED

Shares10 from 241

Change-231 (-96%)

Value$24 (-$1.1K)

Filed 2026-11-03

Fairman Group, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$24 (-$22)

Filed 2026-10-26

Maryland Capital Advisors Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$10 (-$9)

Filed 2026-10-15

DecisionPoint Financial, LLC

DECREASED

Shares3 from 10

Change-7 (-70%)

Value$8 (-$42)

Filed 2026-10-27

Bay Harbor Wealth Management, LLC

DECREASED

Shares1 from 68

Change-67 (-99%)

Value$2 (-$312)

Filed 2026-11-03

Counterpoint Mutual Funds LLC

CLOSED

Shares0 from 112,706

Change-112,706 (-100%)

Value$0 (-$520.7K)

Filed 2026-10-16

Venture Visionary Partners LLC

CLOSED

Shares0 from 32,799

Change-32,799 (-100%)

Value$0 (-$151.5K)

Filed 2026-10-07

Candriam S.C.A.

CLOSED

Shares0 from 32,776

Change-32,776 (-100%)

Value$0 (-$151.3K)

Filed 2026-11-03

SLT Holdings LLC

CLOSED

Shares0 from 29,100

Change-29,100 (-100%)

Value$0 (-$134.4K)

Filed 2026-10-15

Sovran Advisors, LLC

CLOSED

Shares0 from 24,462

Change-24,462 (-100%)

Value$0 (-$96.4K)

Filed 2026-11-02

Carnegie Lake Advisors LLC

CLOSED

Shares0 from 19,930

Change-19,930 (-100%)

Value$0 (-$92.1K)

Filed 2026-11-03

PharVision Advisers, LLC

CLOSED

Shares0 from 16,091

Change-16,091 (-100%)

Value$0 (-$74.3K)

Filed 2026-10-29

Tamar Securities, LLC

CLOSED

Shares0 from 13,307

Change-13,307 (-100%)

Value$0 (-$61.5K)

Filed 2026-11-03

Saxon Interests, Inc.

CLOSED

Shares0 from 12,700

Change-12,700 (-100%)

Value$0 (-$58.7K)

Filed 2026-10-26

Moss Adams Wealth Advisors LLC

CLOSED

Shares0 from 12,522

Change-12,522 (-100%)

Value$0 (-$57.9K)

Filed 2026-10-28

NorthCrest Asset Manangement, LLC

CLOSED

Shares0 from 12,237

Change-12,237 (-100%)

Value$0 (-$64.9K)

Filed 2026-10-13

Daymark Wealth Partners, LLC

CLOSED

Shares0 from 10,423

Change-10,423 (-100%)

Value$0 (-$48.2K)

Filed 2026-11-04

BXM Wealth LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$46.2K)

Filed 2026-11-03

Cora Capital Advisors LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$46.2K)

Filed 2026-11-02

True Wealth Design, LLC

CLOSED

Shares0 from 1,086

Change-1,086 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-13

Pension & Wealth Management Advisors, Inc.

CLOSED

Shares0 from 647

Change-647 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-16

TrinityBridge Ltd

CLOSED

Shares0 from 450

Change-450 (-100%)

Value$0 (-$2)

Filed 2026-10-30

Bokf, NA

CLOSED

Shares0 from 387

Change-387 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-27

Salem Investment Counselors Inc

CLOSED

Shares0 from 335

Change-335 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-13

Toth Financial Advisory Corp

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-08

Clark Wealth Partners

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$462)

Filed 2026-10-19

Creative Capital Management Investments LLC

CLOSED

Shares0 from 99

Change-99 (-100%)

Value$0 (-$457)

Filed 2026-10-28

Silver Grove Financial Group, Inc.

CLOSED

Shares0 from 81

Change-81 (-100%)

Value$0 (-$374)

Filed 2026-11-05

Strengthening Families & Communities, LLC

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$180)

Filed 2026-10-21

Axiom Investment Management LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$92)

Filed 2026-11-03

Navigoe, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 ($0)

Filed 2026-11-04

Tradewinds Capital Management, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$24)

Filed 2026-10-23

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$13)

Filed 2026-10-14

Morgan Stanley

N/A

Shares— from 115,205,390

Change-115,205,390 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 76,214,771

Change-76,214,771 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 72,920,992

Change-72,920,992 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 34,618,646

Change-34,618,646 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 24,951,742

Change-24,951,742 (-100%)

Value—

State Street Corp

N/A

Shares— from 21,768,138

Change-21,768,138 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 14,201,295

Change-14,201,295 (-100%)

Value—

Lennar Corp

N/A

Shares— from 13,534,807

Change-13,534,807 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 10,290,223

Change-10,290,223 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 9,029,870

Change-9,029,870 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 8,428,729

Change-8,428,729 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 6,543,144

Change-6,543,144 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,494,560

Change-6,494,560 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,255,419

Change-6,255,419 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 6,190,566

Change-6,190,566 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 5,804,669

Change-5,804,669 (-100%)

Value—

Capital Fund Management S.A.

N/A

Shares— from 5,417,707

Change-5,417,707 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,795,931

Change-4,795,931 (-100%)

Value—

Alpine Fox Capital LLC

N/A

Shares— from 4,735,000

Change-4,735,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 4,544,997

Change-4,544,997 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 3,197,900

Change-3,197,900 (-100%)

Value—

Amundi

N/A

Shares— from 3,115,090

Change-3,115,090 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,945,883

Change-2,945,883 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 2,931,209

Change-2,931,209 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 2,656,469

Change-2,656,469 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 2,228,657

Change-2,228,657 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 2,126,907

Change-2,126,907 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 2,120,412

Change-2,120,412 (-100%)

Value—

Prentice Capital Management, LP

N/A

Shares— from 2,021,246

Change-2,021,246 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,003,658

Change-2,003,658 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 1,928,562

Change-1,928,562 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 1,826,800

Change-1,826,800 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,574,405

Change-1,574,405 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 1,568,959

Change-1,568,959 (-100%)

Value—

Alight Capital Management LP

N/A

Shares— from 1,500,000

Change-1,500,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,461,333

Change-1,461,333 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 1,199,801

Change-1,199,801 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 1,180,753

Change-1,180,753 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,050,110

Change-1,050,110 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 1,004,490

Change-1,004,490 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,001,200

Change-1,001,200 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 903,447

Change-903,447 (-100%)

Value—

CAZ Investments LP

N/A

Shares— from 872,465

Change-872,465 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 835,428

Change-835,428 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 824,260

Change-824,260 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 731,996

Change-731,996 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 712,568

Change-712,568 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 632,742

Change-632,742 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 606,294

Change-606,294 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 568,845

Change-568,845 (-100%)

Value—

Fora Capital, LLC

N/A

Shares— from 559,273

Change-559,273 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 549,831

Change-549,831 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 525,769

Change-525,769 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 510,025

Change-510,025 (-100%)

Value—

Nwam LLC

N/A

Shares— from 440,654

Change-440,654 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 432,016

Change-432,016 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 426,325

Change-426,325 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 426,274

Change-426,274 (-100%)

Value—

Nordea Investment Management AB

N/A

Shares— from 425,301

Change-425,301 (-100%)

Value—

Man Group plc

N/A

Shares— from 424,515

Change-424,515 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 421,551

Change-421,551 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 397,152

Change-397,152 (-100%)

Value—

Clearline Capital LP

N/A

Shares— from 385,900

Change-385,900 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 347,400

Change-347,400 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 341,100

Change-341,100 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 318,600

Change-318,600 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 309,300

Change-309,300 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 303,636

Change-303,636 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 293,120

Change-293,120 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 282,688

Change-282,688 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 279,666

Change-279,666 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 277,886

Change-277,886 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 277,126

Change-277,126 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 264,338

Change-264,338 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 263,793

Change-263,793 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 257,063

Change-257,063 (-100%)

Value—

Ttrf Capital Ltd

N/A

Shares— from 250,500

Change-250,500 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 237,872

Change-237,872 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 234,817

Change-234,817 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 227,100

Change-227,100 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 201,100

Change-201,100 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 191,480

Change-191,480 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 183,404

Change-183,404 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 179,777

Change-179,777 (-100%)

Value—

Caisse DES Depots ET Consignations

N/A

Shares— from 179,555

Change-179,555 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 174,340

Change-174,340 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 169,910

Change-169,910 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 166,716

Change-166,716 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 162,255

Change-162,255 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 160,089

Change-160,089 (-100%)

Value—

Allstate Corp

N/A

Shares— from 158,848

Change-158,848 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 155,838

Change-155,838 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 155,830

Change-155,830 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 154,915

Change-154,915 (-100%)

Value—

Altshuler Shaham Ltd

N/A

Shares— from 151,108

Change-151,108 (-100%)

Value—

Bay Rivers Group

N/A

Shares— from 145,641

Change-145,641 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 140,439

Change-140,439 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 136,894

Change-136,894 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 135,132

Change-135,132 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 133,595

Change-133,595 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 121,686

Change-121,686 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 118,156

Change-118,156 (-100%)

Value—

Havemeyer Place LP

N/A

Shares— from 106,881

Change-106,881 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 105,323

Change-105,323 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 103,439

Change-103,439 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 102,184

Change-102,184 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 100,894

Change-100,894 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 97,005

Change-97,005 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 95,097

Change-95,097 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 93,670

Change-93,670 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 93,350

Change-93,350 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 93,094

Change-93,094 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 85,507

Change-85,507 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 78,691

Change-78,691 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 75,508

Change-75,508 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 75,278

Change-75,278 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 66,200

Change-66,200 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 66,000

Change-66,000 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 64,774

Change-64,774 (-100%)

Value—

Parallax Volatility Advisers, L.P.

N/A

Shares— from 64,121

Change-64,121 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 62,000

Change-62,000 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 61,841

Change-61,841 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 54,721

Change-54,721 (-100%)

Value—

Defiance ETFs, LLC

N/A

Shares— from 52,770

Change-52,770 (-100%)

Value—

Blair William & Co

N/A

Shares— from 52,010

Change-52,010 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 51,965

Change-51,965 (-100%)

Value—

Mmbg Investment Advisors Co.

N/A

Shares— from 50,897

Change-50,897 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 50,620

Change-50,620 (-100%)

Value—

FMR LLC

N/A

Shares— from 50,189

Change-50,189 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 50,145

Change-50,145 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 49,500

Change-49,500 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 49,052

Change-49,052 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 43,197

Change-43,197 (-100%)

Value—

Liberty Mutual Group Asset Management Inc.

N/A

Shares— from 41,711

Change-41,711 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 41,568

Change-41,568 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 41,315

Change-41,315 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 35,922

Change-35,922 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 32,573

Change-32,573 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 31,510

Change-31,510 (-100%)

Value—

Cloud Capital Management, LLC

N/A

Shares— from 31,389

Change-31,389 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 31,058

Change-31,058 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 31,030

Change-31,030 (-100%)

Value—

Jasper Ridge Partners, L.P.

N/A

Shares— from 28,071

Change-28,071 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 27,279

Change-27,279 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 23,440

Change-23,440 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 22,803

Change-22,803 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 22,742

Change-22,742 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 22,670

Change-22,670 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 22,359

Change-22,359 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 22,149

Change-22,149 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 21,390

Change-21,390 (-100%)

Value—

Partners Capital Investment Group, LLP

N/A

Shares— from 21,326

Change-21,326 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 20,791

Change-20,791 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 19,749

Change-19,749 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 18,533

Change-18,533 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 18,500

Change-18,500 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 17,150

Change-17,150 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 17,138

Change-17,138 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 16,752

Change-16,752 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 16,694

Change-16,694 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 16,623

Change-16,623 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 16,576

Change-16,576 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 16,182

Change-16,182 (-100%)

Value—

Capital Advisors Inc

N/A

Shares— from 15,626

Change-15,626 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 15,378

Change-15,378 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 15,250

Change-15,250 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 15,080

Change-15,080 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 15,001

Change-15,001 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,400

Change-14,400 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 14,192

Change-14,192 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 14,066

Change-14,066 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 14,055

Change-14,055 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 13,740

Change-13,740 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 13,673

Change-13,673 (-100%)

Value—

TRB Wealth Management, LLC

N/A

Shares— from 13,187

Change-13,187 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 13,101

Change-13,101 (-100%)

Value—

Adalta Capital Management LLC

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 12,900

Change-12,900 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,660

Change-12,660 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 12,519

Change-12,519 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 12,159

Change-12,159 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,692

Change-11,692 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 11,516

Change-11,516 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 11,482

Change-11,482 (-100%)

Value—

Advance Capital Management, Inc.

N/A

Shares— from 11,089

Change-11,089 (-100%)

Value—

L & S Advisors Inc

N/A

Shares— from 11,005

Change-11,005 (-100%)

Value—

STG Securities, LLC

N/A

Shares— from 10,986

Change-10,986 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 10,405

Change-10,405 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 10,335

Change-10,335 (-100%)

Value—

Betterment LLC

N/A

Shares— from 10,197

Change-10,197 (-100%)

Value—

Permanens Capital L.P.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 8,518

Change-8,518 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 7,929

Change-7,929 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 7,185

Change-7,185 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 5,046

Change-5,046 (-100%)

Value—

Wellington Grp LLC

N/A

Shares— from 4,790

Change-4,790 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,420

Change-3,420 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 3,266

Change-3,266 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 3,233

Change-3,233 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 2,528

Change-2,528 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 2,180

Change-2,180 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,854

Change-1,854 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 1,853

Change-1,853 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 1,750

Change-1,750 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,640

Change-1,640 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,584

Change-1,584 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 1,471

Change-1,471 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,137

Change-1,137 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,067

Change-1,067 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 978

Change-978 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 693

Change-693 (-100%)

Value—

Strategic Wealth Advisors LLC

N/A

Shares— from 635

Change-635 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 501

Change-501 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 480

Change-480 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 450

Change-450 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 393

Change-393 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 369

Change-369 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 274

Change-274 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 252

Change-252 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 250

Change-250 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 209

Change-209 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 194

Change-194 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 155

Change-155 (-100%)

Value—

Quarry LP

N/A

Shares— from 131

Change-131 (-100%)

Value—

Skaana Management L.P.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 75

Change-75 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 21

Change-21 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 17

Change-17 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 16

Change-16 (-100%)

Value—

Atlantic Private Wealth, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Berkshire Capital Holdings Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	9,504,120	12,578,211	-3,074,091	-24%	$58.1M	$22.5M	-$35.6M	2026-11-04
Daiwa Securities Group Inc.	INCREASED	9,062,925	4,666,343	+4,396,582	+94%	$21.6M	$21.5M	-$79.4K	2026-10-29
Privium Fund Management B.V.	INCREASED	5,140,904	3,940,904	+1,200,000	+30%	$18.2M	$12.2M	-$6.0M	2026-11-03
Citigroup Inc	INCREASED	4,052,288	557,793	+3,494,495	+626%	$2.6M	$9.6M	+$7.0M	2026-11-04
Hennessy Advisors Inc	DECREASED	3,619,600	3,734,900	-115,300	-3%	$17.3M	$8.6M	-$8.7M	2026-10-28
Barclays PLC	INCREASED	3,564,021	599,204	+2,964,817	+495%	$2.8M	$8.4M	+$5.7M	2026-11-06
Imc-Chicago, LLC	INCREASED	3,059,433	2,071,950	+987,483	+48%	$9.6M	$7.3M	-$2.3M	2026-11-05
Bank of New York Mellon Corp	INCREASED	2,888,299	2,879,771	+8,528	+0%	$13.3M	$6.8M	-$6.5M	2026-11-05
Kestra Private Wealth Services, LLC	INCREASED	2,654,206	2,504,088	+150,118	+6%	$11.6M	$6.3M	-$5.3M	2026-10-30
Signaturefd, LLC	INCREASED	517,130	516,169	+961	+0%	$2.4M	$1.2M	-$1.2M	2026-10-23
Sullivan Wood Capital Management LLC	NEW	501,375	—	+501,375	—	—	$1.2M	—	2026-10-13
Simplex Trading, LLC	DECREASED	462,831	761,221	-298,390	-39%	$3.3M	$1.1M	-$2.2M	2026-11-04
IPG Investment Advisors LLC	INCREASED	350,000	250,000	+100,000	+40%	$1.2M	$829.5K	-$325.5K	2026-10-30
State of New Jersey Common Pension Fund D	INCREASED	338,009	302,011	+35,998	+12%	$1.4M	$801.1K	-$594.2K	2026-11-05
Creative Planning	INCREASED	262,585	37,020	+225,565	+609%	$171.0K	$622.3K	+$451.3K	2026-11-02
Arizona State Retirement System	INCREASED	258,159	251,209	+6,950	+3%	$1.2M	$611.8K	-$548.7K	2026-11-03
Strs Ohio	INCREASED	257,500	184,700	+72,800	+39%	$853.3K	$610.3K	-$243.0K	2026-10-30
Activest Wealth Management	INCREASED	192,600	175,250	+17,350	+10%	$809.7K	$456.5K	-$353.2K	2026-10-15
GF Fund Management Co. Ltd.	DECREASED	184,742	469,602	-284,860	-61%	$2.2M	$437.8K	-$1.7M	2026-10-26
OP Asset Management Ltd	INCREASED	176,161	152,429	+23,732	+16%	$704.2K	$417.5K	-$286.7K	2026-11-05
Virginia Retirement Systems ET Al	DECREASED	175,600	268,700	-93,100	-35%	$1.2M	$416.2K	-$825.2K	2026-10-28
AlphaCore Capital LLC	DECREASED	157,158	174,406	-17,248	-10%	$805.8K	$372.5K	-$433.3K	2026-11-04
Pictet Asset Management Holding SA	UNCHANGED	149,320	149,320	0	0%	$689.9K	$353.9K	-$336.0K	2026-11-03
Sigma Planning Corp	DECREASED	148,300	159,800	-11,500	-7%	$738.3K	$351.5K	-$386.8K	2026-10-23
Wilmington Savings Fund Society, FSB	UNCHANGED	139,474	139,474	0	0%	$644.4K	$330.6K	-$313.8K	2026-10-23
ProShare Advisors LLC	DECREASED	118,289	123,368	-5,079	-4%	$570.0K	$280.3K	-$289.6K	2026-10-29
HB Wealth Management, LLC	DECREASED	98,505	100,102	-1,597	-2%	$462.5K	$233.5K	-$229.0K	2026-10-23
Principal Financial Group Inc	INCREASED	98,404	63,117	+35,287	+56%	$291.6K	$233.2K	-$58.4K	2026-11-02
J. Safra Sarasin Holding AG	INCREASED	95,606	63,291	+32,315	+51%	$292.5K	$226.6K	-$65.9K	2026-10-26
Xponance LLC	INCREASED	92,010	91,899	+111	+0%	$424.6K	$218.1K	-$206.5K	2026-11-03
SBI Securities Co., Ltd.	INCREASED	88,945	58,850	+30,095	+51%	$271.9K	$210.8K	-$61.1K	2026-10-22
Compound Planning, Inc.	INCREASED	88,367	88,049	+318	+0%	$406.8K	$209.4K	-$197.4K	2026-11-05
StoneX Group Inc.	NEW	86,195	—	+86,195	—	—	$222.9K	—	2026-11-03
Wealth Enhancement Advisory Services, LLC	DECREASED	78,700	109,470	-30,770	-28%	$456.8K	$180.2K	-$276.5K	2026-10-13
Swiss Life Asset Management Ltd	INCREASED	66,484	64,482	+2,002	+3%	$297.9K	$157.6K	-$140.3K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	66,170	62,621	+3,549	+6%	$289.0K	$157	-$288.8K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	63,186	55,577	+7,609	+14%	$256.8K	$149.8K	-$107.0K	2026-11-02
Independent Financial Group, LLC	DECREASED	56,211	56,561	-350	-1%	$261.3K	$133.2K	-$128.1K	2026-10-13
State of Wyoming	NEW	47,609	—	+47,609	—	—	$112.8K	—	2026-10-28
International Assets Investment Management, LLC	DECREASED	45,050	46,650	-1,600	-3%	$230.5K	$108.1K	-$122.3K	2026-11-02
XML Financial, LLC	UNCHANGED	45,000	45,000	0	0%	$207.9K	$106.7K	-$101.3K	2026-10-29
Valeo Financial Advisors, LLC	INCREASED	42,413	41,501	+912	+2%	$191.7K	$100.5K	-$91.2K	2026-10-08
Facet Wealth, Inc.	NEW	38,372	—	+38,372	—	—	$90.9K	—	2026-11-04
Caitong International Asset Management Co., Ltd	INCREASED	38,227	6,860	+31,367	+457%	$31.7K	$90.6K	+$58.9K	2026-10-29
Dynamic Advisor Solutions LLC	DECREASED	38,126	45,149	-7,023	-16%	$208.6K	$90.4K	-$118.2K	2026-10-13
LBP AM SA	NEW	37,469	—	+37,469	—	—	$88.8K	—	2026-11-06
Emerald Advisors, LLC	UNCHANGED	35,000	35,000	0	0%	$161.7K	$83.0K	-$78.8K	2026-10-13
Wedbush Securities Inc	NEW	34,350	—	+34,350	—	—	$81	—	2026-10-22
Lauer Wealth, LLC	NEW	30,300	—	+30,300	—	—	$69.4K	—	2026-10-13
DKM Wealth Management, Inc.	INCREASED	29,496	25,296	+4,200	+17%	$116.9K	$69.9K	-$47.0K	2026-10-09
Sterling Capital Management LLC	INCREASED	28,947	5,985	+22,962	+384%	$27.7K	$68.6K	+$41.0K	2026-10-22
CIBC Asset Management Inc	UNCHANGED	28,553	28,553	0	0%	$131.9K	$67.7K	-$64.2K	2026-11-05
Myecfo, LLC	INCREASED	27,039	15,500	+11,539	+74%	$71.6K	$64.1K	-$7.5K	2026-10-14
KBC Group NV	UNCHANGED	26,598	26,598	0	0%	$123.0K	$63	-$122.9K	2026-10-22
Bdfs Capital LLC	NEW	25,624	—	+25,624	—	—	$60.7K	—	2026-10-14
Amalgamated Bank	UNCHANGED	25,563	25,563	0	0%	$118.0K	$61	-$117.9K	2026-10-23
Cortland Associates Inc	NEW	24,289	—	+24,289	—	—	$58.0K	—	2026-10-29
Vise Technologies, Inc.	NEW	24,020	—	+24,020	—	—	$56.9K	—	2026-10-29
Stonekeep Investments, LLC	DECREASED	23,470	23,503	-33	0%	$109	$55.6K	+$55.5K	2026-10-15
R Squared Ltd	NEW	22,231	—	+22,231	—	—	$52.7K	—	2026-11-06
Vontobel Holding Ltd.	DECREASED	22,142	48,551	-26,409	-54%	$224.3K	$52.5K	-$171.8K	2026-10-16
Partners Wealth Management, LLC	NEW	20,000	—	+20,000	—	—	$47.4K	—	2026-10-28
Abel Hall, LLC	INCREASED	19,396	16,828	+2,568	+15%	$77.7K	$46.0K	-$31.8K	2026-10-19
Farther Finance Advisors, LLC	DECREASED	19,088	34,081	-14,993	-44%	$157.4K	$45.2K	-$112.2K	2026-10-08
Profund Advisors LLC	DECREASED	18,551	19,321	-770	-4%	$89.3K	$44.0K	-$45.3K	2026-10-29
Castleview Partners, LLC	INCREASED	17,299	16,495	+804	+5%	$76.2K	$41.0K	-$35.2K	2026-10-09
Balance Wealth Partners LLC	INCREASED	16,611	10,015	+6,596	+66%	$46.3K	$39.4K	-$6.9K	2026-10-27
Prospera Financial Services Inc	NEW	14,500	—	+14,500	—	—	$26.1K	—	2026-11-04
Kingswood Wealth Advisors, LLC	INCREASED	14,257	14,250	+7	+0%	$65.8K	$33.8K	-$32.0K	2026-10-23
Mission Wealth Management, LP	DECREASED	13,446	13,652	-206	-2%	$63.1K	$31.9K	-$31.2K	2026-10-15
HUB Investment Partners, LLC	INCREASED	13,310	11,140	+2,170	+19%	$51.5K	$31.5K	-$19.9K	2026-11-03
Alta Advisers Ltd	NEW	11,900	—	+11,900	—	—	$28.2K	—	2026-11-02
Apollon Wealth Management, LLC	DECREASED	11,828	18,557	-6,729	-36%	$85.7K	$28.0K	-$57.7K	2026-10-23
Yousif Capital Management, LLC	UNCHANGED	10,779	10,779	0	0%	$49.8K	$25.5K	-$24.3K	2026-10-22
Financial Security Advisor, Inc.	UNCHANGED	10,400	10,400	0	0%	$48.0K	$24.6K	-$23.4K	2026-11-03
Brighton Jones LLC	NEW	10,385	—	+10,385	—	—	$24.6K	—	2026-11-03
Truist Financial Corp	INCREASED	10,383	10,343	+40	+0%	$47.8K	$24.6K	-$23.2K	2026-10-30
Kestra Advisory Services, LLC	INCREASED	10,290	10,040	+250	+2%	$46.4K	$24.4K	-$22.0K	2026-11-02
Signal Advisors Wealth, LLC	NEW	10,133	—	+10,133	—	—	$24.0K	—	2026-10-13
SteelPeak Wealth, LLC	NEW	10,013	—	+10,013	—	—	$23.7K	—	2026-10-16
McGuire Investment Group, LLC	UNCHANGED	10,000	10,000	0	0%	$46.2K	$23.7K	-$22.5K	2026-10-23
Nisa Investment Advisors, LLC	DECREASED	8,091	8,660	-569	-7%	$40.0K	$19.2K	-$20.8K	2026-10-20
Nykredit A/S	UNCHANGED	7,922	7,922	0	0%	$36.6K	$18.8K	-$17.8K	2026-11-06
Triumph Capital Management	UNCHANGED	7,870	7,870	0	0%	$36.4K	$18.7K	-$17.7K	2026-10-14
Fifth Third Bancorp	DECREASED	5,876	8,071	-2,195	-27%	$37.3K	$13.9K	-$23.4K	2026-11-05
Nova Financial LLC	NEW	5,700	—	+5,700	—	—	$13.5K	—	2026-11-04
Fortitude Family Office, LLC	INCREASED	4,034	262	+3,772	+1440%	$1.2K	$9.6K	+$8.4K	2026-10-14
IFP Advisors, Inc	INCREASED	3,200	2,200	+1,000	+45%	$10.2K	$7.6K	-$2.6K	2026-10-16
Gamma Investing LLC	INCREASED	3,036	498	+2,538	+510%	$2.3K	$7.2K	+$4.9K	2026-10-08
US Bancorp \de\	INCREASED	2,540	1,705	+835	+49%	$7.9K	$6.0K	-$1.9K	2026-11-05
Nemes Rush Group LLC	UNCHANGED	2,500	2,500	0	0%	$11.6K	$5.9K	-$5.6K	2026-11-04
Wolverine Asset Management LLC	DECREASED	2,408	10,484	-8,076	-77%	$48.4K	$5.7K	-$42.7K	2026-11-02
Inspire Investing, LLC	UNCHANGED	2,152	2,152	0	0%	$9.9K	$5.1K	-$4.8K	2026-10-22
Financial Consulate, Inc	UNCHANGED	2,131	2,131	0	0%	$9.8K	$5.1K	-$4.8K	2026-10-23
Larson Financial Group LLC	INCREASED	2,021	1,376	+645	+47%	$6.4K	$4.8K	-$1.6K	2026-11-05
Center for Financial Planning, Inc.	UNCHANGED	2,000	2,000	0	0%	$9.2K	$4.7K	-$4.5K	2026-10-26
Gen-Wealth Partners Inc	UNCHANGED	2,000	2,000	0	0%	$9.2K	$4.7K	-$4.5K	2026-11-04
TD Waterhouse Canada Inc.	UNCHANGED	1,904	1,904	0	0%	$9.4K	$4.6K	-$4.9K	2026-10-16
Private Trust Co NA	DECREASED	1,404	1,805	-401	-22%	$8.3K	$3.3K	-$5.0K	2026-10-20
Parkside Financial Bank & Trust	NEW	1,032	—	+1,032	—	—	$2.4K	—	2026-10-27
Wolff Wiese Magana LLC	UNCHANGED	1,000	1,000	0	0%	$4.6K	$2.4K	-$2.3K	2026-10-15
Spire Wealth Management	UNCHANGED	1,000	1,000	0	0%	$4.6K	$2.4K	-$2.3K	2026-10-30
Kelleher Financial Advisors	UNCHANGED	820	820	0	0%	$3.8K	$1.9K	-$1.8K	2026-10-30
DB Fitzpatrick & Co, Inc	DECREASED	795	915	-120	-13%	$4.2K	$1.9K	-$2.3K	2026-10-19
Parallel Advisors, LLC	DECREASED	690	697	-7	-1%	$3.2K	$1.6K	-$1.6K	2026-11-03
Valued Wealth Advisors LLC	DECREASED	607	1,042	-435	-42%	$4.8K	$1.4K	-$3.4K	2026-11-05
PNC Financial Services Group, Inc.	DECREASED	600	5,016	-4,416	-88%	$23.2K	$1.4K	-$21.8K	2026-11-06
Hurley Capital, LLC	UNCHANGED	539	539	0	0%	$2.5K	$1.3K	-$1.2K	2026-11-05
Avion Wealth	UNCHANGED	500	500	0	0%	$2	$1	-$1	2026-11-04
Golden State Wealth Management, LLC	UNCHANGED	327	327	0	0%	$1.5K	$775	-$736	2026-11-02
Assetmark, Inc	INCREASED	309	121	+188	+155%	$559	$732	+$173	2026-10-21
Wealth Enhancement Trust Services, Inc.	UNCHANGED	300	300	0	0%	$1.4K	$711	-$675	2026-10-07
Evermay Wealth Management LLC	UNCHANGED	299	299	0	0%	$1.4K	$709	-$673	2026-11-05
Blue Trust, Inc.	INCREASED	298	166	+132	+80%	$767	$707	-$60	2026-10-15
Jacobi Capital Management LLC	NEW	200	—	+200	—	—	$474	—	2026-11-05
Creative Financial Designs Inc	UNCHANGED	200	200	0	0%	$924	$474	-$450	2026-11-04
Bare Financial Services, Inc	NEW	179	—	+179	—	—	$424	—	2026-11-04
Lanark Financial, Inc.	UNCHANGED	175	175	0	0%	$808	$415	-$393	2026-10-26
Comprehensive Financial Planning, Inc.	UNCHANGED	120	120	0	0%	$554	$284	-$270	2026-10-27
GK Wealth Management LLC	NEW	100	—	+100	—	—	$237	—	2026-10-09
Morton Brown Family Wealth, LLC	UNCHANGED	100	100	0	0%	$462	$237	-$225	2026-10-23
Compass Financial Management LLC	UNCHANGED	100	100	0	0%	$462	$237	-$225	2026-10-30
Covestor Ltd	NEW	97	—	+97	—	—	$0	—	2026-10-30
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	89	89	0	0%	$411	$211	-$200	2026-10-27
Hughes Financial Services, LLC	NEW	74	—	+74	—	—	$141	—	2026-10-30
Wilkerson Advisory Group LLC	DECREASED	53	1,553	-1,500	-97%	$7.2K	$126	-$7.0K	2026-10-20
Root Financial Partners, LLC	NEW	52	—	+52	—	—	$123	—	2026-10-21
Clearstead Advisors, LLC	DECREASED	50	100	-50	-50%	$462	$119	-$343	2026-11-06
SJS Investment Consulting Inc.	DECREASED	39	140	-101	-72%	$647	$93	-$554	2026-10-26
FNY Investment Advisers, LLC	INCREASED	30	10	+20	+200%	$0	$0	$0	2026-10-16
Nvest Wealth Strategies, Inc.	UNCHANGED	30	30	0	0%	$139	$72	-$67	2026-10-14
William B. Walkup & Associates, Inc.	UNCHANGED	25	25	0	0%	$116	$59	-$57	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	24	23	+1	+4%	$106	$57	-$49	2026-11-04
Duncker Streett & Co Inc	DECREASED	22	100	-78	-78%	$462	$52	-$410	2026-10-27
DiNuzzo Private Wealth, Inc.	DECREASED	14	123	-109	-89%	$569	$34	-$535	2026-10-16
JFS Wealth Advisors, LLC	DECREASED	10	241	-231	-96%	$1.1K	$24	-$1.1K	2026-11-03
Fairman Group, LLC	UNCHANGED	10	10	0	0%	$46	$24	-$22	2026-10-26
Maryland Capital Advisors Inc.	UNCHANGED	4	4	0	0%	$19	$10	-$9	2026-10-15
DecisionPoint Financial, LLC	DECREASED	3	10	-7	-70%	$50	$8	-$42	2026-10-27
Bay Harbor Wealth Management, LLC	DECREASED	1	68	-67	-99%	$314	$2	-$312	2026-11-03
Counterpoint Mutual Funds LLC	CLOSED	0	112,706	-112,706	-100%	$520.7K	$0	-$520.7K	2026-10-16
Venture Visionary Partners LLC	CLOSED	0	32,799	-32,799	-100%	$151.5K	$0	-$151.5K	2026-10-07
Candriam S.C.A.	CLOSED	0	32,776	-32,776	-100%	$151.3K	$0	-$151.3K	2026-11-03
SLT Holdings LLC	CLOSED	0	29,100	-29,100	-100%	$134.4K	$0	-$134.4K	2026-10-15
Sovran Advisors, LLC	CLOSED	0	24,462	-24,462	-100%	$96.4K	$0	-$96.4K	2026-11-02
Carnegie Lake Advisors LLC	CLOSED	0	19,930	-19,930	-100%	$92.1K	$0	-$92.1K	2026-11-03
PharVision Advisers, LLC	CLOSED	0	16,091	-16,091	-100%	$74.3K	$0	-$74.3K	2026-10-29
Tamar Securities, LLC	CLOSED	0	13,307	-13,307	-100%	$61.5K	$0	-$61.5K	2026-11-03
Saxon Interests, Inc.	CLOSED	0	12,700	-12,700	-100%	$58.7K	$0	-$58.7K	2026-10-26
Moss Adams Wealth Advisors LLC	CLOSED	0	12,522	-12,522	-100%	$57.9K	$0	-$57.9K	2026-10-28
NorthCrest Asset Manangement, LLC	CLOSED	0	12,237	-12,237	-100%	$64.9K	$0	-$64.9K	2026-10-13
Daymark Wealth Partners, LLC	CLOSED	0	10,423	-10,423	-100%	$48.2K	$0	-$48.2K	2026-11-04
BXM Wealth LLC	CLOSED	0	10,000	-10,000	-100%	$46.2K	$0	-$46.2K	2026-11-03
Cora Capital Advisors LLC	CLOSED	0	10,000	-10,000	-100%	$46.2K	$0	-$46.2K	2026-11-02
True Wealth Design, LLC	CLOSED	0	1,086	-1,086	-100%	$5.0K	$0	-$5.0K	2026-10-13
Pension & Wealth Management Advisors, Inc.	CLOSED	0	647	-647	-100%	$3.0K	$0	-$3.0K	2026-10-16
TrinityBridge Ltd	CLOSED	0	450	-450	-100%	$2	$0	-$2	2026-10-30
Bokf, NA	CLOSED	0	387	-387	-100%	$1.8K	$0	-$1.8K	2026-10-27
Salem Investment Counselors Inc	CLOSED	0	335	-335	-100%	$1.5K	$0	-$1.5K	2026-10-13
Toth Financial Advisory Corp	CLOSED	0	250	-250	-100%	$1.2K	$0	-$1.2K	2026-10-08
Clark Wealth Partners	CLOSED	0	100	-100	-100%	$462	$0	-$462	2026-10-19
Creative Capital Management Investments LLC	CLOSED	0	99	-99	-100%	$457	$0	-$457	2026-10-28
Silver Grove Financial Group, Inc.	CLOSED	0	81	-81	-100%	$374	$0	-$374	2026-11-05
Strengthening Families & Communities, LLC	CLOSED	0	39	-39	-100%	$180	$0	-$180	2026-10-21
Axiom Investment Management LLC	CLOSED	0	20	-20	-100%	$92	$0	-$92	2026-11-03
Navigoe, LLC	CLOSED	0	12	-12	-100%	$0	$0	$0	2026-11-04
Tradewinds Capital Management, LLC	CLOSED	0	5	-5	-100%	$24	$0	-$24	2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	3	-3	-100%	$13	$0	-$13	2026-10-14
Morgan Stanley	N/A	—	115,205,390	-115,205,390	-100%	$532.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	76,214,771	-76,214,771	-100%	$352.1M	—	—	—
BlackRock, Inc.	N/A	—	72,920,992	-72,920,992	-100%	$336.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	34,618,646	-34,618,646	-100%	$159.9M	—	—	—
Geode Capital Management, LLC	N/A	—	24,951,742	-24,951,742	-100%	$115.3M	—	—	—
State Street Corp	N/A	—	21,768,138	-21,768,138	-100%	$100.6M	—	—	—
American Century Companies Inc	N/A	—	14,201,295	-14,201,295	-100%	$65.6M	—	—	—
Lennar Corp	N/A	—	13,534,807	-13,534,807	-100%	$62.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	10,290,223	-10,290,223	-100%	$47.5M	—	—	—
Renaissance Technologies LLC	N/A	—	9,029,870	-9,029,870	-100%	$41.7M	—	—	—
Northern Trust Corp	N/A	—	8,428,729	-8,428,729	-100%	$38.9M	—	—	—
Marex Group Ltd	N/A	—	6,543,144	-6,543,144	-100%	$30.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	6,494,560	-6,494,560	-100%	$30.0M	—	—	—
Citadel Advisors LLC	N/A	—	6,255,419	-6,255,419	-100%	$28.9M	—	—	—
Price T Rowe Associates Inc	N/A	—	6,190,566	-6,190,566	-100%	$28.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	5,804,669	-5,804,669	-100%	$26.8M	—	—	—
Capital Fund Management S.A.	N/A	—	5,417,707	-5,417,707	-100%	$25.0M	—	—	—
UBS Group AG	N/A	—	4,795,931	-4,795,931	-100%	$22.2M	—	—	—
Alpine Fox Capital LLC	N/A	—	4,735,000	-4,735,000	-100%	$21.9M	—	—	—
Bank of America Corp	N/A	—	4,544,997	-4,544,997	-100%	$21.0M	—	—	—
Canada Pension Plan Investment Board	N/A	—	3,197,900	-3,197,900	-100%	$14.8M	—	—	—
Amundi	N/A	—	3,115,090	-3,115,090	-100%	$14.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,945,883	-2,945,883	-100%	$13.6M	—	—	—
IEQ Capital, LLC	N/A	—	2,931,209	-2,931,209	-100%	$13.5M	—	—	—
Two Sigma Investments, LP	N/A	—	2,656,469	-2,656,469	-100%	$12.3M	—	—	—
LPL Financial LLC	N/A	—	2,228,657	-2,228,657	-100%	$10.3M	—	—	—
Nuveen, LLC	N/A	—	2,126,907	-2,126,907	-100%	$9.8M	—	—	—
Graham Capital Management, L.P.	N/A	—	2,120,412	-2,120,412	-100%	$9.8M	—	—	—
Prentice Capital Management, LP	N/A	—	2,021,246	-2,021,246	-100%	$9.3M	—	—	—
Invesco Ltd.	N/A	—	2,003,658	-2,003,658	-100%	$9.3M	—	—	—
Deutsche Bank Ag\	N/A	—	1,928,562	-1,928,562	-100%	$8.9M	—	—	—
Swiss National Bank	N/A	—	1,826,800	-1,826,800	-100%	$8.4M	—	—	—
JPMorgan Chase & Co	N/A	—	1,574,405	-1,574,405	-100%	$7.4M	—	—	—
Walleye Capital LLC	N/A	—	1,568,959	-1,568,959	-100%	$7.2M	—	—	—
Alight Capital Management LP	N/A	—	1,500,000	-1,500,000	-100%	$6.9M	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,461,333	-1,461,333	-100%	$6.8M	—	—	—
Trexquant Investment LP	N/A	—	1,199,801	-1,199,801	-100%	$5.5M	—	—	—
Rhumbline Advisers	N/A	—	1,180,753	-1,180,753	-100%	$5.5M	—	—	—
California State Teachers Retirement System	N/A	—	1,050,110	-1,050,110	-100%	$4.9M	—	—	—
Voloridge Investment Management, LLC	N/A	—	1,004,490	-1,004,490	-100%	$4.6M	—	—	—
Alliancebernstein L.P.	N/A	—	1,001,200	-1,001,200	-100%	$4.7M	—	—	—
Wells Fargo & Company	N/A	—	903,447	-903,447	-100%	$4.2M	—	—	—
CAZ Investments LP	N/A	—	872,465	-872,465	-100%	$4.0M	—	—	—
Federated Hermes, Inc.	N/A	—	835,428	-835,428	-100%	$3.9M	—	—	—
Cresset Asset Management, LLC	N/A	—	824,260	-824,260	-100%	$3.8M	—	—	—
Legal & General Group Plc	N/A	—	731,996	-731,996	-100%	$3.4M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	712,568	-712,568	-100%	$3.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	632,742	-632,742	-100%	$2.9M	—	—	—
First Trust Advisors LP	N/A	—	606,294	-606,294	-100%	$2.8M	—	—	—
Faithward Advisors, LLC	N/A	—	568,845	-568,845	-100%	$2.6M	—	—	—
Fora Capital, LLC	N/A	—	559,273	-559,273	-100%	$2.6M	—	—	—
MetLife Investment Management, LLC	N/A	—	549,831	-549,831	-100%	$2.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	525,769	-525,769	-100%	$2.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	510,025	-510,025	-100%	$2.4M	—	—	—
Nwam LLC	N/A	—	440,654	-440,654	-100%	$2.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	432,016	-432,016	-100%	$2.0M	—	—	—
Marshall Wace, LLP	N/A	—	426,325	-426,325	-100%	$2.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	426,274	-426,274	-100%	$2.0M	—	—	—
Nordea Investment Management AB	N/A	—	425,301	-425,301	-100%	$1.9M	—	—	—
Man Group plc	N/A	—	424,515	-424,515	-100%	$2.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	421,551	-421,551	-100%	$1.9M	—	—	—
Jupiter Topco LLC	N/A	—	397,152	-397,152	-100%	$1.8M	—	—	—
Clearline Capital LP	N/A	—	385,900	-385,900	-100%	$1.8M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	347,400	-347,400	-100%	$1.6M	—	—	—
Marathon Trading Investment Management LLC	N/A	—	341,100	-341,100	-100%	$1.6M	—	—	—
Handelsbanken Fonder AB	N/A	—	318,600	-318,600	-100%	$1.5K	—	—	—
New York State Common Retirement Fund	N/A	—	309,300	-309,300	-100%	$1.4M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	303,636	-303,636	-100%	$1.4M	—	—	—
AQR Capital Management LLC	N/A	—	293,120	-293,120	-100%	$1.4M	—	—	—
Ameriprise Financial Inc	N/A	—	282,688	-282,688	-100%	$1.3M	—	—	—
Headlands Technologies LLC	N/A	—	279,666	-279,666	-100%	$1.3M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	277,886	-277,886	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	277,126	-277,126	-100%	$1.3M	—	—	—
Tidal Investments LLC	N/A	—	264,338	-264,338	-100%	$1.2M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	263,793	-263,793	-100%	$1.2M	—	—	—
Private Advisor Group, LLC	N/A	—	257,063	-257,063	-100%	$1.2M	—	—	—
Ttrf Capital Ltd	N/A	—	250,500	-250,500	-100%	$1.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	237,872	-237,872	-100%	$1.1M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	234,817	-234,817	-100%	$1.1M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	227,100	-227,100	-100%	$1.0M	—	—	—
Caprock Group, LLC	N/A	—	201,100	-201,100	-100%	$929.1K	—	—	—
Intech Investment Management LLC	N/A	—	191,480	-191,480	-100%	$884.6K	—	—	—
Tradition Wealth Management, LLC	N/A	—	183,404	-183,404	-100%	$847.3K	—	—	—
Voya Investment Management LLC	N/A	—	179,777	-179,777	-100%	$830.6K	—	—	—
Caisse DES Depots ET Consignations	N/A	—	179,555	-179,555	-100%	$829.5K	—	—	—
Algert Global LLC	N/A	—	174,340	-174,340	-100%	$805.5K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	169,910	-169,910	-100%	$785.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	166,716	-166,716	-100%	$770.2K	—	—	—
HighTower Advisors, LLC	N/A	—	162,255	-162,255	-100%	$749.6K	—	—	—
Cetera Investment Advisers	N/A	—	160,089	-160,089	-100%	$739.6K	—	—	—
Allstate Corp	N/A	—	158,848	-158,848	-100%	$733.9K	—	—	—
Bank of Montreal	N/A	—	155,838	-155,838	-100%	$720.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	155,830	-155,830	-100%	$719.9K	—	—	—
Prudential Financial Inc	N/A	—	154,915	-154,915	-100%	$715.7K	—	—	—
Altshuler Shaham Ltd	N/A	—	151,108	-151,108	-100%	$672.0K	—	—	—
Bay Rivers Group	N/A	—	145,641	-145,641	-100%	$672.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	140,439	-140,439	-100%	$648.8K	—	—	—
Captrust Financial Advisors	N/A	—	136,894	-136,894	-100%	$632.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	135,132	-135,132	-100%	$624.3K	—	—	—
Squarepoint Ops LLC	N/A	—	133,595	-133,595	-100%	$617.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	121,686	-121,686	-100%	$562.2K	—	—	—
Millennium Management LLC	N/A	—	118,156	-118,156	-100%	$545.9K	—	—	—
Havemeyer Place LP	N/A	—	106,881	-106,881	-100%	$493.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	105,323	-105,323	-100%	$460.3K	—	—	—
Two Sigma Securities, LLC	N/A	—	103,439	-103,439	-100%	$477.9K	—	—	—
Penserra Capital Management LLC	N/A	—	102,184	-102,184	-100%	$471.0K	—	—	—
Focus Partners Wealth	N/A	—	100,894	-100,894	-100%	$466.1K	—	—	—
Prelude Capital Management, LLC	N/A	—	100,000	-100,000	-100%	$462.0K	—	—	—
Cerity Partners LLC	N/A	—	97,005	-97,005	-100%	$448.2K	—	—	—
Jane Street Group, LLC	N/A	—	95,097	-95,097	-100%	$439.3K	—	—	—
Royal Bank of Canada	N/A	—	93,670	-93,670	-100%	$433.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	93,350	-93,350	-100%	$431.3K	—	—	—
Victory Capital Management Inc	N/A	—	93,094	-93,094	-100%	$430.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	85,507	-85,507	-100%	$395.0K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	78,691	-78,691	-100%	$363.6K	—	—	—
Russell Investments Group, Ltd.	N/A	—	75,508	-75,508	-100%	$348.8K	—	—	—
SEI Investments Co	N/A	—	75,278	-75,278	-100%	$347.8K	—	—	—
Stifel Financial Corp	N/A	—	66,200	-66,200	-100%	$305.8K	—	—	—
Verition Fund Management LLC	N/A	—	66,000	-66,000	-100%	$304.9K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	64,774	-64,774	-100%	$299.0K	—	—	—
Parallax Volatility Advisers, L.P.	N/A	—	64,121	-64,121	-100%	$296.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	62,000	-62,000	-100%	$286.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	61,841	-61,841	-100%	$285.7K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	54,721	-54,721	-100%	$252.8K	—	—	—
Defiance ETFs, LLC	N/A	—	52,770	-52,770	-100%	$260.7K	—	—	—
Blair William & Co	N/A	—	52,010	-52,010	-100%	$240.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	51,965	-51,965	-100%	$240.1K	—	—	—
Mmbg Investment Advisors Co.	N/A	—	50,897	-50,897	-100%	$231.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	50,620	-50,620	-100%	$233.9K	—	—	—
FMR LLC	N/A	—	50,189	-50,189	-100%	$231.9K	—	—	—
Vestcor Inc	N/A	—	50,145	-50,145	-100%	$232.0K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	49,500	-49,500	-100%	$228.7K	—	—	—
Wealthfront Advisers LLC	N/A	—	49,052	-49,052	-100%	$226.6K	—	—	—
Cambria Investment Management, L.P.	N/A	—	43,197	-43,197	-100%	$199.6K	—	—	—
Liberty Mutual Group Asset Management Inc.	N/A	—	41,711	-41,711	-100%	$192.7K	—	—	—
Engineers Gate Manager LP	N/A	—	41,568	-41,568	-100%	$192.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	41,315	-41,315	-100%	$190.9K	—	—	—
Old Mission Capital LLC	N/A	—	35,922	-35,922	-100%	$165.4K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	32,573	-32,573	-100%	$150.5K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	31,510	-31,510	-100%	$145.6K	—	—	—
Cloud Capital Management, LLC	N/A	—	31,389	-31,389	-100%	$144.0K	—	—	—
Blueshift Asset Management, LLC	N/A	—	31,058	-31,058	-100%	$143.5K	—	—	—
Clear Street Group Inc.	N/A	—	31,030	-31,030	-100%	$143.4K	—	—	—
Jasper Ridge Partners, L.P.	N/A	—	28,071	-28,071	-100%	$129.7K	—	—	—
Freestone Grove Partners LP	N/A	—	27,279	-27,279	-100%	$126.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	23,440	-23,440	-100%	$108.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	22,803	-22,803	-100%	$105.4K	—	—	—
Neuberger Berman Group LLC	N/A	—	22,742	-22,742	-100%	$105.1K	—	—	—
GTS Securities LLC	N/A	—	22,670	-22,670	-100%	$104.7K	—	—	—
AXQ Capital, LP	N/A	—	22,359	-22,359	-100%	$103.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	22,149	-22,149	-100%	$102.3K	—	—	—
Pallas Capital Advisors LLC	N/A	—	21,390	-21,390	-100%	$98.8K	—	—	—
Partners Capital Investment Group, LLP	N/A	—	21,326	-21,326	-100%	$98.5K	—	—	—
Wealthspire Advisors, LLC	N/A	—	20,791	-20,791	-100%	$96.1K	—	—	—
Forum Finance Group S.A.	N/A	—	20,000	-20,000	-100%	$75	—	—	—
Franklin Resources Inc	N/A	—	19,749	-19,749	-100%	$91.2K	—	—	—
SG Americas Securities, LLC	N/A	—	18,533	-18,533	-100%	$86.0K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	18,500	-18,500	-100%	$85.5K	—	—	—
DnB Asset Management AS	N/A	—	17,150	-17,150	-100%	$79.2K	—	—	—
Guggenheim Capital LLC	N/A	—	17,138	-17,138	-100%	$79.2K	—	—	—
Evolve Private Wealth, LLC	N/A	—	17,000	-17,000	-100%	$78.5K	—	—	—
Peak6 LLC	N/A	—	16,752	-16,752	-100%	$77.4K	—	—	—
Kovack Advisors, Inc.	N/A	—	16,694	-16,694	-100%	$77.8K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	16,623	-16,623	-100%	$76.8K	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	16,576	-16,576	-100%	$76.6K	—	—	—
Cofg Advisors, LLC	N/A	—	16,182	-16,182	-100%	$74.8K	—	—	—
Capital Advisors Inc	N/A	—	15,626	-15,626	-100%	$72.2K	—	—	—
Checchi Capital Advisers, LLC	N/A	—	15,378	-15,378	-100%	$71.0K	—	—	—
Bogart Wealth, LLC	N/A	—	15,250	-15,250	-100%	$70.5K	—	—	—
Fieldview Capital Management, LLC	N/A	—	15,080	-15,080	-100%	$69.7K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	15,001	-15,001	-100%	$69.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,400	-14,400	-100%	$66.5K	—	—	—
HSBC Holdings PLC	N/A	—	14,192	-14,192	-100%	$65.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	14,066	-14,066	-100%	$65.0K	—	—	—
Rathbones Group PLC	N/A	—	14,055	-14,055	-100%	$64.9K	—	—	—
BFC Planning, Inc.	N/A	—	13,740	-13,740	-100%	$63.5K	—	—	—
Benjamin Edwards Inc	N/A	—	13,673	-13,673	-100%	$63.2K	—	—	—
TRB Wealth Management, LLC	N/A	—	13,187	-13,187	-100%	$60.9K	—	—	—
Centiva Capital, LP	N/A	—	13,101	-13,101	-100%	$60.5K	—	—	—
Adalta Capital Management LLC	N/A	—	13,000	-13,000	-100%	$60.1K	—	—	—
Winton Group Ltd	N/A	—	12,900	-12,900	-100%	$59.6K	—	—	—
Arax Advisory Partners	N/A	—	12,660	-12,660	-100%	$58.5K	—	—	—
Essex Financial Services, Inc.	N/A	—	12,519	-12,519	-100%	$57.8K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	12,159	-12,159	-100%	$56.2K	—	—	—
Quantinno Capital Management LP	N/A	—	11,692	-11,692	-100%	$54.0K	—	—	—
AlTi Global, Inc.	N/A	—	11,516	-11,516	-100%	$53.2K	—	—	—
DRW Securities, LLC	N/A	—	11,482	-11,482	-100%	$53.0K	—	—	—
Advance Capital Management, Inc.	N/A	—	11,089	-11,089	-100%	$51.2K	—	—	—
L & S Advisors Inc	N/A	—	11,005	-11,005	-100%	$50.8K	—	—	—
STG Securities, LLC	N/A	—	10,986	-10,986	-100%	$50.8K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	10,405	-10,405	-100%	$48.1K	—	—	—
Lakeridge Wealth Management LLC	N/A	—	10,335	-10,335	-100%	$47.7K	—	—	—
Betterment LLC	N/A	—	10,197	-10,197	-100%	$47.0K	—	—	—
Permanens Capital L.P.	N/A	—	10,000	-10,000	-100%	$46.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	8,518	-8,518	-100%	$39.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	7,929	-7,929	-100%	$36.6K	—	—	—
Allworth Financial LP	N/A	—	7,185	-7,185	-100%	$33.2K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	6,000	-6,000	-100%	$27.7K	—	—	—
Meramec Financial Planners, LLC	N/A	—	5,200	-5,200	-100%	$20.0K	—	—	—
National Bank of Canada	N/A	—	5,046	-5,046	-100%	$23.2K	—	—	—
Wellington Grp LLC	N/A	—	4,790	-4,790	-100%	$22.4K	—	—	—
Harbour Investments, Inc.	N/A	—	3,420	-3,420	-100%	$15.8K	—	—	—
IFG Advisory, LLC	N/A	—	3,266	-3,266	-100%	$15.1K	—	—	—
Synergy Investment Management, LLC	N/A	—	3,233	-3,233	-100%	$14.9K	—	—	—
Strive Financial Group,LLC	N/A	—	2,528	-2,528	-100%	$11.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,300	-2,300	-100%	$10.6K	—	—	—
Quent Capital, LLC	N/A	—	2,180	-2,180	-100%	$10.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,854	-1,854	-100%	$8.6K	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	1,853	-1,853	-100%	$8.6K	—	—	—
Kerr Financial Planning Corp	N/A	—	1,750	-1,750	-100%	$8.1K	—	—	—
Quantbot Technologies LP	N/A	—	1,640	-1,640	-100%	$7.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,584	-1,584	-100%	$7	—	—	—
SouthState Bank Corp	N/A	—	1,471	-1,471	-100%	$6.8K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,137	-1,137	-100%	$5.4K	—	—	—
Huntington National Bank	N/A	—	1,067	-1,067	-100%	$4.9K	—	—	—
Whittier Trust Co	N/A	—	978	-978	-100%	$5.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	693	-693	-100%	$3.2K	—	—	—
Strategic Wealth Advisors LLC	N/A	—	635	-635	-100%	$3	—	—	—
CVA Family Office, LLC	N/A	—	501	-501	-100%	$2.3K	—	—	—
Winch Advisory Services, LLC	N/A	—	480	-480	-100%	$2.2K	—	—	—
Rothschild Investment LLC	N/A	—	450	-450	-100%	$2.1K	—	—	—
Western Wealth Management, LLC	N/A	—	393	-393	-100%	$1.8K	—	—	—
Continuum Advisory, LLC	N/A	—	369	-369	-100%	$1.7K	—	—	—
Harborfront Financial Group LLC	N/A	—	274	-274	-100%	$1.3K	—	—	—
Kilter Group LLC	N/A	—	252	-252	-100%	$1.2K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	250	-250	-100%	$1.2K	—	—	—
IMA Advisory Services, Inc.	N/A	—	209	-209	-100%	$966	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	200	-200	-100%	$924	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	194	-194	-100%	$896	—	—	—
Fiduciary Financial Advisors	N/A	—	155	-155	-100%	$702	—	—	—
Quarry LP	N/A	—	131	-131	-100%	$605	—	—	—
Skaana Management L.P.	N/A	—	100	-100	-100%	$462	—	—	—
Institute for Wealth Management, Llc.	N/A	—	75	-75	-100%	$347	—	—	—
Allied Private Wealth LLC	N/A	—	75	-75	-100%	$359	—	—	—
HFM Investment Advisors, LLC	N/A	—	66	-66	-100%	$305	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	55	-55	-100%	$254	—	—	—
Rialto Wealth Management, LLC	N/A	—	30	-30	-100%	$139	—	—	—
Sittner & Nelson, LLC	N/A	—	25	-25	-100%	$116	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	21	-21	-100%	$97	—	—	—
LRI Investments, LLC	N/A	—	20	-20	-100%	$92	—	—	—
Atlantic Union Bankshares Corp	N/A	—	17	-17	-100%	$79	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	16	-16	-100%	$74	—	—	—
Atlantic Private Wealth, LLC	N/A	—	13	-13	-100%	$60	—	—	—
Smartleaf Asset Management LLC	N/A	—	10	-10	-100%	$48	—	—	—
Berkshire Capital Holdings Inc	N/A	—	10	-10	-100%	$46	—	—	—
Aventura Private Wealth, LLC	N/A	—	4	-4	-100%	$18	—	—	—
Raffa Wealth Management, LLC	N/A	—	2	-2	-100%	$9	—	—	—

Showing 415 of 415 institutions