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Blue OWL Capital Corp (OBDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of New Jersey Common Pension Fund A
UNCHANGED
Shares15,263,873 from 15,263,873
Change0 (0%)
Value$160.1M (-$5.8M)
Filed 2026-10-30
Strs Ohio
INCREASED
Shares13,869,628 from 13,465,473
Change+404,155 (+3%)
Value$145.5M (-$877.3K)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
DECREASED
Shares10,000,000 from 14,568,973
Change-4,568,973 (-31%)
Value$104.9M (-$53.5M)
Filed 2026-10-30
Sound Income Strategies, LLC
INCREASED
Shares5,549,823 from 4,204,742
Change+1,345,081 (+32%)
Value$56.4M (+$10.7M)
Filed 2026-10-09
Generali Asset Management SPA SGR
INCREASED
Shares4,377,778 from 4,351,794
Change+25,984 (+1%)
Value$45.9M (-$1.4M)
Filed 2026-10-26
Robert Wood Johnson Foundation
UNCHANGED
Shares4,218,864 from 4,218,864
Change0 (0%)
Value$44.3M (-$1.6M)
Filed 2026-10-29
Private Management Group Inc
INCREASED
Shares4,177,582 from 4,056,747
Change+120,835 (+3%)
Value$43.8M (-$274.0K)
Filed 2026-11-04
Hamilton Lane Advisors LLC
INCREASED
Shares3,412,371 from 3,406,230
Change+6,141 (+0%)
Value$35.8M (-$1.2M)
Filed 2026-10-21
Lunate Capital Ltd
INCREASED
Shares2,444,536 from 1,200,244
Change+1,244,292 (+104%)
Value$25.6M (+$12.6M)
Filed 2026-11-05
Muzinich & Co., Inc.
DECREASED
Shares2,433,869 from 2,443,648
Change-9,779 (0%)
Value$25.5M (-$1.0M)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,864,613 from 1,874,613
Change-10,000 (-1%)
Value$19.6M (-$817.3K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares1,644,503 from 1,754,000
Change-109,497 (-6%)
Value$17.3M (-$1.8M)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares1,400,280 from 917,624
Change+482,656 (+53%)
Value$15.1M (+$5.1M)
Filed 2026-11-04
University of Maryland Foundation, Inc.
NEW
Shares1,397,304
Change+1,397,304
Value$14.7K
Filed 2026-11-04
Border to Coast Pensions Partnership Ltd
DECREASED
Shares1,250,000 from 1,300,000
Change-50,000 (-4%)
Value$13.1K (-$14.1M)
Filed 2026-10-09
Trinity Financial Advisors LLC
INCREASED
Shares1,149,380 from 1,121,592
Change+27,788 (+2%)
Value$12.4M (-$126.1K)
Filed 2026-10-09
Allen Investment Management, LLC
DECREASED
Shares834,754 from 861,454
Change-26,700 (-3%)
Value$8.8M (-$607.4K)
Filed 2026-11-03
Prairiewood Capital, LLC
INCREASED
Shares694,787 from 628,572
Change+66,215 (+11%)
Value$7.3M (+$455.7K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares661,488 from 133,766
Change+527,722 (+395%)
Value$6.9M (+$5.5M)
Filed 2026-10-16
Columbus Macro, LLC
INCREASED
Shares594,121 from 392,203
Change+201,918 (+51%)
Value$6.2M (+$2.0M)
Filed 2026-10-14
Prota Financial, LLC
INCREASED
Shares549,167 from 525,192
Change+23,975 (+5%)
Value$5.7M (+$61.2K)
Filed 2026-10-08
Certuity, LLC
DECREASED
Shares537,325 from 562,235
Change-24,910 (-4%)
Value$5.6M (-$474.9K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares520,026 from 546,603
Change-26,577 (-5%)
Value$5.5M (-$486.5K)
Filed 2026-11-02
Epiq Partners, LLC
DECREASED
Shares513,030 from 537,635
Change-24,605 (-5%)
Value$5.4M (-$462.4K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
DECREASED
Shares504,661 from 532,185
Change-27,524 (-5%)
Value$5.1M (-$622.5K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares462,066 from 387,178
Change+74,888 (+19%)
Value$4.8M (+$638.4K)
Filed 2026-10-26
TT Capital Management LLC
INCREASED
Shares418,900 from 349,061
Change+69,839 (+20%)
Value$4.4M (+$600.0K)
Filed 2026-10-15
GP Brinson Investments LLC
UNCHANGED
Shares404,249 from 404,249
Change0 (0%)
Value$4.2M (-$153.6K)
Filed 2026-10-01
Pettinga Financial Advisors LLC
DECREASED
Shares364,336 from 386,416
Change-22,080 (-6%)
Value$3.8M (-$378.5K)
Filed 2026-10-13
Bayshore Capital Advisors, LLC
DECREASED
Shares363,505 from 467,505
Change-104,000 (-22%)
Value$3.8M (-$1.3M)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares338,688 from 335,367
Change+3,321 (+1%)
Value$3.6M (-$92.6K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED
Shares299,203 from 320,944
Change-21,741 (-7%)
Value$3.2M (-$358.1K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares288,709 from 353,588
Change-64,879 (-18%)
Value$3.0M (-$814.9K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares283,821 from 219,236
Change+64,585 (+29%)
Value$3.0M (+$594.2K)
Filed 2026-10-20
Confluence Investment Management LLC
INCREASED
Shares269,709 from 263,324
Change+6,385 (+2%)
Value$2.8M (-$33.1K)
Filed 2026-10-01
Robertson Stephens Wealth Management, LLC
INCREASED
Shares243,651 from 241,451
Change+2,200 (+1%)
Value$2.6M (-$68.0K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares220,590 from 436,473
Change-215,883 (-49%)
Value$2.3K (-$4.7M)
Filed 2026-11-02
Adams Asset Advisors, LLC
DECREASED
Shares192,852 from 197,655
Change-4,803 (-2%)
Value$2.0M (-$125.5K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares188,266 from 222,255
Change-33,989 (-15%)
Value$2.0M (-$441.0K)
Filed 2026-11-02
Wealth Preservation Advisors, LLC
INCREASED
Shares181,405 from 172,626
Change+8,779 (+5%)
Value$1.9M (+$26.5K)
Filed 2026-11-05
Regent Peak Wealth Advisors LLC
NEW
Shares180,389
Change+180,389
Value$1.9M
Filed 2026-10-13
M&G Plc
UNCHANGED
Shares176,000 from 176,000
Change0 (0%)
Value$1.8M (-$176.0K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares168,454 from 20,118
Change+148,336 (+737%)
Value$1.8M (+$1.5M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares166,703 from 166,208
Change+495 (+0%)
Value$1.7M (-$58.0K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED
Shares165,806 from 158,296
Change+7,510 (+5%)
Value$1.7M (+$18.6K)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares153,478 from 169,347
Change-15,869 (-9%)
Value$1.6M (-$230.8K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares147,907 from 162,085
Change-14,178 (-9%)
Value$1.6M (-$210.3K)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares143,689 from 126,678
Change+17,011 (+13%)
Value$1.5M (+$103.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares143,689 from 126,678
Change+17,011 (+13%)
Value$1.5M (+$103.9K)
Filed 2026-10-20
Tranquility Partners, LLC
DECREASED
Shares136,364 from 151,274
Change-14,910 (-10%)
Value$1.4M (-$213.9K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares130,837 from 125,014
Change+5,823 (+5%)
Value$1.4M (+$13.6K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares127,771 from 119,107
Change+8,664 (+7%)
Value$1.3M (+$45.6K)
Filed 2026-10-23
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares124,190 from 116,637
Change+7,553 (+6%)
Value$1.3M (+$34.9K)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares119,721 from 119,721
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-15
Wedbush Securities Inc
INCREASED
Shares105,473 from 100,451
Change+5,022 (+5%)
Value$1.1K (-$1.1M)
Filed 2026-10-22
Family Wealth Partners, LLC
INCREASED
Shares100,586 from 88,380
Change+12,206 (+14%)
Value$1.1M (+$94.5K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares90,101 from 94,538
Change-4,437 (-5%)
Value$945.2K (-$82.5K)
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
NEW
Shares85,701
Change+85,701
Value$899.0K
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares81,161 from 69,157
Change+12,004 (+17%)
Value$851.4K (+$99.6K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares68,294 from 65,460
Change+2,834 (+4%)
Value$716.4K (+$4.7K)
Filed 2026-10-08
Granite FO LLC
UNCHANGED
Shares67,300 from 67,300
Change0 (0%)
Value$706.0K (-$25.6K)
Filed 2026-10-14
Left Brain Wealth Management, LLC
NEW
Shares64,330
Change+64,330
Value$674.8K
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares62,855 from 63,295
Change-440 (-1%)
Value$659.4K (-$28.7K)
Filed 2026-10-30
Simplex Trading, LLC
INCREASED
Shares62,793 from 41,091
Change+21,702 (+53%)
Value$658.7K (+$212.0K)
Filed 2026-11-04
Garner Asset Management Corp
DECREASED
Shares62,738 from 75,822
Change-13,084 (-17%)
Value$625.5K (-$198.7K)
Filed 2026-10-30
NWF Advisory Services Inc.
INCREASED
Shares61,984 from 61,908
Change+76 (+0%)
Value$650.2K (-$22.7K)
Filed 2026-10-19
Eagle Global Advisors LLC
INCREASED
Shares60,440 from 60,260
Change+180 (+0%)
Value$634.0K (-$21.0K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares60,397 from 55,556
Change+4,841 (+9%)
Value$633.6K (+$29.7K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
DECREASED
Shares55,941 from 64,396
Change-8,455 (-13%)
Value$586.8K (-$113.2K)
Filed 2026-10-23
Trust Investment Advisors
INCREASED
Shares55,660 from 48,710
Change+6,950 (+14%)
Value$583.9K (+$54.4K)
Filed 2026-10-20
Todd Wealth Management, LLC
DECREASED
Shares55,139 from 55,300
Change-161 (0%)
Value$578.4K (-$22.7K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares54,893 from 67,374
Change-12,481 (-19%)
Value$575.8K (-$156.5K)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares53,054 from 51,583
Change+1,471 (+3%)
Value$556.5K (-$4.2K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares52,393 from 51,302
Change+1,091 (+2%)
Value$555.0K (-$18.5K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares51,631 from 82,092
Change-30,461 (-37%)
Value$541.6K (-$350.7K)
Filed 2026-11-04
Argentarii, LLC
UNCHANGED
Shares48,000 from 48,000
Change0 (0%)
Value$503.5K (-$57.1K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares47,368 from 29,575
Change+17,793 (+60%)
Value$497 (-$320.5K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares44,889 from 44,789
Change+100 (+0%)
Value$470.9K (-$16.0K)
Filed 2026-11-05
Dudley Capital Management, LLC
DECREASED
Shares44,820 from 45,970
Change-1,150 (-2%)
Value$470.2K (-$29.5K)
Filed 2026-10-23
Wespac Advisors, LLC
DECREASED
Shares44,162 from 44,628
Change-466 (-1%)
Value$463.3K (-$21.8K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares43,466 from 45,389
Change-1,923 (-4%)
Value$442.0K (-$55.4K)
Filed 2026-10-13
Haven Private, LLC
DECREASED
Shares43,158 from 47,587
Change-4,429 (-9%)
Value$452.7K (-$64.5K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares42,965 from 14,430
Change+28,535 (+198%)
Value$450.7K (+$293.8K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares39,370
Change+39,370
Value$413.0K
Filed 2026-11-03
TrueMark Investments, LLC
INCREASED
Shares39,007 from 30,413
Change+8,594 (+28%)
Value$409.2K (+$78.6K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares38,814 from 45,893
Change-7,079 (-15%)
Value$407.2K (-$91.7K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares38,544 from 44,247
Change-5,703 (-13%)
Value$404.3K (-$76.6K)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares38,085 from 3,051
Change+35,034 (+1148%)
Value$386.5K (+$353.4K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares37,978 from 367,950
Change-329,972 (-90%)
Value$398.4K (-$3.7M)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares36,032 from 23,159
Change+12,873 (+56%)
Value$378.0K (+$126.2K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares31,429 from 38,197
Change-6,768 (-18%)
Value$329.7K (-$85.5K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares30,599 from 28,859
Change+1,740 (+6%)
Value$321.0K (+$7.3K)
Filed 2026-11-04
Hyposwiss Advisors SA
UNCHANGED
Shares30,400 from 30,400
Change0 (0%)
Value$318.9K (-$11.6K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares30,157 from 31,867
Change-1,710 (-5%)
Value$316.3K (-$30.0K)
Filed 2026-11-04
Sweeney & Michel, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$324.0K (-$25.2K)
Filed 2026-10-16
True North Advisors, LLC
NEW
Shares29,300
Change+29,300
Value$316.4K
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares28,651 from 30,589
Change-1,938 (-6%)
Value$300.5K (-$32.0K)
Filed 2026-10-22
Millennium Capital Advisors, LLC
UNCHANGED
Shares28,109 from 28,109
Change0 (0%)
Value$294.9K (-$10.7K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares27,303 from 27,287
Change+16 (+0%)
Value$286.4K (-$17.8K)
Filed 2026-10-13
Cidel Asset Management Inc
DECREASED
Shares26,998 from 48,830
Change-21,832 (-45%)
Value$283.2K (-$247.6K)
Filed 2026-10-29
Welch Group, LLC
INCREASED
Shares26,882 from 26,159
Change+723 (+3%)
Value$282.0K (-$2.4K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares26,788 from 26,697
Change+91 (+0%)
Value$281.0K (-$9.2K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares26,454 from 28,022
Change-1,568 (-6%)
Value$277.5K (-$27.1K)
Filed 2026-11-05
Accurate Wealth Management, LLC
DECREASED
Shares24,128 from 25,578
Change-1,450 (-6%)
Value$243.0K (-$37.4K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares24,105 from 27,235
Change-3,130 (-11%)
Value$252.9K (-$43.2K)
Filed 2026-10-14
Wedmont Private Capital
UNCHANGED
Shares23,818 from 23,818
Change0 (0%)
Value$242.2K (-$18.8K)
Filed 2026-10-09
Bfsg, LLC
INCREASED
Shares23,610 from 22,930
Change+680 (+3%)
Value$247.7K (-$1.6K)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares23,376 from 21,732
Change+1,644 (+8%)
Value$245.5K (+$6.0K)
Filed 2026-11-02
Activest Wealth Management
INCREASED
Shares22,569 from 12,987
Change+9,582 (+74%)
Value$236.7K (+$95.6K)
Filed 2026-10-15
Vise Technologies, Inc.
NEW
Shares21,621
Change+21,621
Value$226.8K
Filed 2026-10-29
Americana Partners, LLC
UNCHANGED
Shares21,336 from 21,336
Change0 (0%)
Value$223.8K (-$8.1K)
Filed 2026-10-28
Rossby Financial, LCC
NEW
Shares21,238
Change+21,238
Value$222.8K
Filed 2026-11-05
Brucke Financial, Inc.
INCREASED
Shares21,005 from 20,072
Change+933 (+5%)
Value$220.3K (+$2.2K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares20,976 from 21,329
Change-353 (-2%)
Value$220.0K (-$11.8K)
Filed 2026-11-03
IPG Investment Advisors LLC
UNCHANGED
Shares20,155 from 20,155
Change0 (0%)
Value$217.7K (-$7.7K)
Filed 2026-10-30
SMH Capital Advisors Inc
UNCHANGED
Shares20,049 from 20,049
Change0 (0%)
Value$210.3K (-$7.6K)
Filed 2026-10-29
Alamar Capital Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$216.0K (-$7.6K)
Filed 2026-11-02
Imc-Chicago, LLC
DECREASED
Shares19,977 from 37,726
Change-17,749 (-47%)
Value$209.6K (-$200.5K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares19,933 from 17,456
Change+2,477 (+14%)
Value$209.1K (+$19.4K)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares18,972 from 18,972
Change0 (0%)
Value$199.0K (-$7.2K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares18,931 from 18,816
Change+115 (+1%)
Value$198.6K (-$5.9K)
Filed 2026-10-20
Richardson Capital Management LLC
NEW
Shares18,767
Change+18,767
Value$196.9K
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares18,580 from 18,370
Change+210 (+1%)
Value$194.9K (-$4.8K)
Filed 2026-10-14
Catalyst Capital Advisors LLC
UNCHANGED
Shares18,249 from 18,249
Change0 (0%)
Value$191.4K (-$6.9K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares18,014 from 17,329
Change+685 (+4%)
Value$189.0K (+$599)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares17,635 from 21,515
Change-3,880 (-18%)
Value$185.0K (-$48.9K)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares17,436
Change+17,436
Value$182.9K
Filed 2026-10-21
Accredited Investors Inc.
INCREASED
Shares16,774 from 16,736
Change+38 (+0%)
Value$176.0K (-$6.0K)
Filed 2026-11-03
Kavar Capital Partners Group, LLC
NEW
Shares16,465
Change+16,465
Value$172.7K
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares15,900 from 11,500
Change+4,400 (+38%)
Value$166.8K (+$41.8K)
Filed 2026-10-21
United Advisor Group, LLC
DECREASED
Shares15,770 from 20,805
Change-5,035 (-24%)
Value$165.4K (-$60.7K)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares15,496 from 12,477
Change+3,019 (+24%)
Value$162.6K (+$26.9K)
Filed 2026-10-08
Abel Hall, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$157.4K (-$5.7K)
Filed 2026-10-19
Bank Pictet & Cie (Europe) AG
INCREASED
Shares14,884 from 14,452
Change+432 (+3%)
Value$156.1K (-$960)
Filed 2026-10-20
Guilbault Capital LLC
INCREASED
Shares14,404 from 12,696
Change+1,708 (+13%)
Value$151.1K (+$13.1K)
Filed 2026-10-28
Tectonic Advisors LLC
DECREASED
Shares14,155 from 18,090
Change-3,935 (-22%)
Value$148.5K (-$48.1K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$146.9K (-$5.3K)
Filed 2026-10-16
Karras Company, Inc.
NEW
Shares13,926
Change+13,926
Value$146.1K
Filed 2026-10-16
High Note Wealth, LLC
UNCHANGED
Shares13,846 from 13,846
Change0 (0%)
Value$145.2K (-$5.3K)
Filed 2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares13,809 from 980
Change+12,829 (+1309%)
Value$145 (+$134)
Filed 2026-10-22
QTR Family Wealth, LLC
NEW
Shares13,720
Change+13,720
Value$143.9K
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
NEW
Shares13,131
Change+13,131
Value$137.7K
Filed 2026-10-22
Sage Investment Counsel LLC
UNCHANGED
Shares12,855 from 12,855
Change0 (0%)
Value$134.9K (-$4.9K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares12,792 from 3,092
Change+9,700 (+314%)
Value$134.2K (+$100.6K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares12,750 from 12,750
Change0 (0%)
Value$133.7K (-$4.8K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares12,500 from 19,478
Change-6,978 (-36%)
Value$131.1K (-$80.6K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares12,456 from 11,966
Change+490 (+4%)
Value$130.7K (+$593)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED
Shares12,226 from 12,226
Change0 (0%)
Value$20.7M (-$649.9K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares12,067 from 10,298
Change+1,769 (+17%)
Value$126.6K (+$14.6K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
UNCHANGED
Shares11,573 from 11,573
Change0 (0%)
Value$121.4K (-$4.4K)
Filed 2026-10-22
Mendota Financial Group, LLC
NEW
Shares11,460
Change+11,460
Value$120.2K
Filed 2026-10-07
Salem Investment Counselors Inc
DECREASED
Shares11,450 from 20,015
Change-8,565 (-43%)
Value$123.3K (-$97.5K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED
Shares11,434 from 11,434
Change0 (0%)
Value$119.9K (-$4.3K)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
INCREASED
Shares11,410 from 10,162
Change+1,248 (+12%)
Value$119.7K (+$9.2K)
Filed 2026-10-22
Attessa Capital LLC
INCREASED
Shares11,000 from 10,000
Change+1,000 (+10%)
Value$115.4K (+$6.7K)
Filed 2026-10-09
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$115.4K (-$4.2K)
Filed 2026-10-22
Tctc Holdings, LLC
UNCHANGED
Shares10,862 from 10,862
Change0 (0%)
Value$113.9K (-$4.1K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
UNCHANGED
Shares10,837 from 10,837
Change0 (0%)
Value$113.7K (-$4.1K)
Filed 2026-11-03
Pioneer Family Office, LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$110.1K (-$4.0K)
Filed 2026-10-30
Anchyra Partners LLC
NEW
Shares10,416
Change+10,416
Value$109.3K
Filed 2026-10-13
Everest Financial Group LLC
UNCHANGED
Shares10,374 from 10,374
Change0 (0%)
Value$108.8K (-$3.9K)
Filed 2026-11-06
Level Four Advisory Services, LLC
NEW
Shares10,296
Change+10,296
Value$108.0K
Filed 2026-11-06
Oarsman Capital, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$104.9K (-$3.8K)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares7,605
Change+7,605
Value$79.8K
Filed 2026-10-27
SBI Securities Co., Ltd.
UNCHANGED
Shares7,075 from 7,075
Change0 (0%)
Value$74.2K (-$2.7K)
Filed 2026-10-22
Hager Investment Management Services, LLC
DECREASED
Shares6,820 from 7,622
Change-802 (-11%)
Value$71.5K (-$11.3K)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares6,300 from 12,600
Change-6,300 (-50%)
Value$66.1K (-$70.9K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares4,850 from 2,600
Change+2,250 (+87%)
Value$50.9K (+$22.6K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$42.0K (-$1.5K)
Filed 2026-10-20
Zions Bancorporation, National Association
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$42.0K (-$1.5K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares3,992 from 5,771
Change-1,779 (-31%)
Value$41.9K (-$20.9K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares3,963
Change+3,963
Value$41.6K
Filed 2026-10-27
Highline Wealth Partners LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$33.6K (-$1.2K)
Filed 2026-10-19
Nfsg Corp
INCREASED
Shares2,553 from 2,511
Change+42 (+2%)
Value$26.8K (-$513)
Filed 2026-10-15
Burk Holdings LLC
UNCHANGED
Shares2,515 from 2,515
Change0 (0%)
Value$26.4K (-$956)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares2,095 from 3,172
Change-1,077 (-34%)
Value$22.0K (-$12.5K)
Filed 2026-11-04
Vision Financial Markets LLC
DECREASED
Shares1,995 from 4,815
Change-2,820 (-59%)
Value$20.9K (-$31.4K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$15.7K (-$570)
Filed 2026-10-23
Clayton Financial Group LLC
NEW
Shares1,433
Change+1,433
Value$15.0K
Filed 2026-10-13
Nova Financial LLC
NEW
Shares1,413
Change+1,413
Value$14.8K
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$8.9K (-$324)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares620 from 604
Change+16 (+3%)
Value$6.5K (-$54)
Filed 2026-10-08
Signature Equity Partners, LLC
NEW
Shares600
Change+600
Value$6.3K
Filed 2026-10-29
FNY Investment Advisers, LLC
DECREASED
Shares600 from 2,700
Change-2,100 (-78%)
Value$6 (-$23)
Filed 2026-10-16
Summit Securities Group LLC
NEW
Shares500
Change+500
Value$5.2K
Filed 2026-11-05
Bank of New Hampshire
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5.2K (-$190)
Filed 2026-10-06
Cape Investment Advisory, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5.2K (-$190)
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$3.7K (-$133)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares260
Change+260
Value$2.7K
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$2.7K (-$98)
Filed 2026-10-20
Gen-Wealth Partners Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$2.6K (-$95)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED
Shares204 from 500
Change-296 (-59%)
Value$2.1K (-$3.3K)
Filed 2026-10-29
Roxbury Financial LLC
NEW
Shares200
Change+200
Value$2.1K
Filed 2026-10-01
Canton Hathaway, LLC
NEW
Shares200
Change+200
Value$2.1K
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares194 from 191
Change+3 (+2%)
Value$2.0K (-$47)
Filed 2026-10-27
Clark Wealth Partners
NEW
Shares188
Change+188
Value$2.0K
Filed 2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$1.9K (-$65)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares142
Change+142
Value$1.5K
Filed 2026-10-21
Fortitude Family Office, LLC
NEW
Shares106
Change+106
Value$1.1K
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$790 (-$29)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$525 (-$19)
Filed 2026-10-30
Barclays PLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$325 (-$12)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$63 (-$3)
Filed 2026-10-23
Grange Capital, LLC
CLOSED
Shares0 from 96,647
Change-96,647 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Nordwand Advisors, LLC
CLOSED
Shares0 from 73,275
Change-73,275 (-100%)
Value$0 (-$796.5K)
Filed 2026-11-05
Mcdonald Partners LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$326.1K)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 29,197
Change-29,197 (-100%)
Value$0 (-$317.4K)
Filed 2026-11-05
Atala Financial Inc
CLOSED
Shares0 from 23,333
Change-23,333 (-100%)
Value$0 (-$253.6K)
Filed 2026-10-22
LVW Advisors, LLC
CLOSED
Shares0 from 16,447
Change-16,447 (-100%)
Value$0 (-$178.8K)
Filed 2026-10-19
BIP Wealth, LLC
CLOSED
Shares0 from 13,927
Change-13,927 (-100%)
Value$0 (-$151.4K)
Filed 2026-10-22
Johnson Financial Group, LLC
CLOSED
Shares0 from 13,637
Change-13,637 (-100%)
Value$0 (-$148.2K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 11,463
Change-11,463 (-100%)
Value$0 (-$124.6K)
Filed 2026-10-19
Focus Financial Network, Inc.
CLOSED
Shares0 from 10,819
Change-10,819 (-100%)
Value$0 (-$117.6K)
Filed 2026-10-14
Avior Wealth Management, LLC
CLOSED
Shares0 from 10,714
Change-10,714 (-100%)
Value$0 (-$116.5K)
Filed 2026-10-13
Fortem Financial Group, LLC
CLOSED
Shares0 from 10,680
Change-10,680 (-100%)
Value$0 (-$116.1K)
Filed 2026-10-20
Blue Trust, Inc.
CLOSED
Shares0 from 6,499
Change-6,499 (-100%)
Value$0 (-$70.6K)
Filed 2026-10-15
Bayforest Capital Ltd
CLOSED
Shares0 from 4,292
Change-4,292 (-100%)
Value$0 (-$46.7K)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 1,912
Change-1,912 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 512
Change-512 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$738)
Filed 2026-11-03
California State Teachers Retirement System
N/A
Shares— from 16,445,728
Change-16,445,728 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,772,285
Change-11,772,285 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,899,490
Change-9,899,490 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 9,840,313
Change-9,840,313 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,797,216
Change-9,797,216 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,698,410
Change-7,698,410 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,353,055
Change-7,353,055 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,694,724
Change-5,694,724 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,377,938
Change-5,377,938 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,779,782
Change-4,779,782 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,747,449
Change-4,747,449 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,316,143
Change-3,316,143 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 3,215,467
Change-3,215,467 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 3,172,115
Change-3,172,115 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 2,872,757
Change-2,872,757 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 2,742,247
Change-2,742,247 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 2,669,872
Change-2,669,872 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,655,468
Change-2,655,468 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,460,867
Change-2,460,867 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 2,451,136
Change-2,451,136 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,399,154
Change-2,399,154 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,270,534
Change-2,270,534 (-100%)
Value—
Blue Owl Capital Holdings LP
N/A
Shares— from 2,045,070
Change-2,045,070 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,945,430
Change-1,945,430 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,852,474
Change-1,852,474 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,750,226
Change-1,750,226 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,688,690
Change-1,688,690 (-100%)
Value—
CAZ Investments LP
N/A
Shares— from 1,633,305
Change-1,633,305 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,550,470
Change-1,550,470 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,467,203
Change-1,467,203 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,441,994
Change-1,441,994 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,253,711
Change-1,253,711 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,238,605
Change-1,238,605 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,192,576
Change-1,192,576 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,132,180
Change-1,132,180 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,127,921
Change-1,127,921 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,092,624
Change-1,092,624 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 904,927
Change-904,927 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 852,000
Change-852,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 849,662
Change-849,662 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 804,046
Change-804,046 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 778,167
Change-778,167 (-100%)
Value—
State Street Corp
N/A
Shares— from 732,566
Change-732,566 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 715,000
Change-715,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 681,322
Change-681,322 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 638,566
Change-638,566 (-100%)
Value—
Enstar Group LTD
N/A
Shares— from 621,999
Change-621,999 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 614,082
Change-614,082 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 589,365
Change-589,365 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 587,973
Change-587,973 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 566,133
Change-566,133 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 559,279
Change-559,279 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 537,152
Change-537,152 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 525,000
Change-525,000 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 524,822
Change-524,822 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 511,160
Change-511,160 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 489,975
Change-489,975 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 479,388
Change-479,388 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 475,181
Change-475,181 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 466,094
Change-466,094 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 442,435
Change-442,435 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 429,166
Change-429,166 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 426,996
Change-426,996 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 423,216
Change-423,216 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 402,734
Change-402,734 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 401,180
Change-401,180 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 388,920
Change-388,920 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 373,316
Change-373,316 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 365,303
Change-365,303 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 344,956
Change-344,956 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 339,843
Change-339,843 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 327,029
Change-327,029 (-100%)
Value—
Cobalt Capital Management, Inc.
N/A
Shares— from 321,618
Change-321,618 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 310,413
Change-310,413 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 306,066
Change-306,066 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 298,369
Change-298,369 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 296,190
Change-296,190 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 287,055
Change-287,055 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 278,557
Change-278,557 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 277,664
Change-277,664 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 237,704
Change-237,704 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 218,115
Change-218,115 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 211,850
Change-211,850 (-100%)
Value—
Cerberus Capital Management, L.P.
N/A
Shares— from 210,000
Change-210,000 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 203,227
Change-203,227 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 191,956
Change-191,956 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 191,017
Change-191,017 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 174,217
Change-174,217 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 172,238
Change-172,238 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 171,010
Change-171,010 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 164,652
Change-164,652 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 163,876
Change-163,876 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 152,486
Change-152,486 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 151,979
Change-151,979 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 151,955
Change-151,955 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 120,727
Change-120,727 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 119,805
Change-119,805 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 117,961
Change-117,961 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 116,240
Change-116,240 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 115,633
Change-115,633 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 112,327
Change-112,327 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 112,324
Change-112,324 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 107,998
Change-107,998 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 97,926
Change-97,926 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 87,670
Change-87,670 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 82,749
Change-82,749 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 82,350
Change-82,350 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 79,139
Change-79,139 (-100%)
Value—
&partners
N/A
Shares— from 76,570
Change-76,570 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 75,940
Change-75,940 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 73,004
Change-73,004 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 72,829
Change-72,829 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 71,462
Change-71,462 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 69,992
Change-69,992 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 68,723
Change-68,723 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 64,615
Change-64,615 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 62,700
Change-62,700 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,516
Change-62,516 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 62,489
Change-62,489 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 57,926
Change-57,926 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 56,600
Change-56,600 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 54,040
Change-54,040 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 53,370
Change-53,370 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 52,836
Change-52,836 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 52,407
Change-52,407 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 52,323
Change-52,323 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 49,800
Change-49,800 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 49,148
Change-49,148 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 48,945
Change-48,945 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 48,772
Change-48,772 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 47,985
Change-47,985 (-100%)
Value—
Blair William & Co
N/A
Shares— from 46,380
Change-46,380 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 43,707
Change-43,707 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 41,418
Change-41,418 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 41,345
Change-41,345 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 39,494
Change-39,494 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 37,859
Change-37,859 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 37,684
Change-37,684 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 37,644
Change-37,644 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 36,831
Change-36,831 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 36,512
Change-36,512 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 36,131
Change-36,131 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 35,521
Change-35,521 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 35,201
Change-35,201 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 33,950
Change-33,950 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 33,669
Change-33,669 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 31,673
Change-31,673 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 30,792
Change-30,792 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 30,073
Change-30,073 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 29,328
Change-29,328 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 29,215
Change-29,215 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 29,180
Change-29,180 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 28,380
Change-28,380 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 27,435
Change-27,435 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 26,558
Change-26,558 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 25,111
Change-25,111 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 24,698
Change-24,698 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 24,516
Change-24,516 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 24,458
Change-24,458 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 24,019
Change-24,019 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 23,668
Change-23,668 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 22,082
Change-22,082 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,365
Change-21,365 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 21,193
Change-21,193 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 20,967
Change-20,967 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 20,333
Change-20,333 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,238
Change-19,238 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 18,957
Change-18,957 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17,470
Change-17,470 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 17,450
Change-17,450 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 17,296
Change-17,296 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 17,080
Change-17,080 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 16,650
Change-16,650 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 15,914
Change-15,914 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,773
Change-15,773 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,477
Change-15,477 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 15,416
Change-15,416 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,185
Change-15,185 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,057
Change-15,057 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 14,197
Change-14,197 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,846
Change-13,846 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 13,445
Change-13,445 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 12,094
Change-12,094 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,909
Change-10,909 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 10,305
Change-10,305 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 10,028
Change-10,028 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 8,818
Change-8,818 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,974
Change-7,974 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,030
Change-7,030 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 950
Change-950 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 645
Change-645 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 557
Change-557 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 527
Change-527 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 103
Change-103 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Quarry LP
N/A
Shares— from 82
Change-82 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
State of New Jersey Common Pension Fund A
UNCHANGED15,263,87315,263,87300%$165.9M$160.1M-$5.8M2026-10-30
Strs Ohio
INCREASED13,869,62813,465,473+404,155+3%$146.4M$145.5M-$877.3K2026-10-30
Oregon Public Employees Retirement Fund
DECREASED10,000,00014,568,973-4,568,973-31%$158.4M$104.9M-$53.5M2026-10-30
Sound Income Strategies, LLC
INCREASED5,549,8234,204,742+1,345,081+32%$45.7M$56.4M+$10.7M2026-10-09
Generali Asset Management SPA SGR
INCREASED4,377,7784,351,794+25,984+1%$47.3M$45.9M-$1.4M2026-10-26
Robert Wood Johnson Foundation
UNCHANGED4,218,8644,218,86400%$45.9M$44.3M-$1.6M2026-10-29
Private Management Group Inc
INCREASED4,177,5824,056,747+120,835+3%$44.1M$43.8M-$274.0K2026-11-04
Hamilton Lane Advisors LLC
INCREASED3,412,3713,406,230+6,141+0%$37.0M$35.8M-$1.2M2026-10-21
Lunate Capital Ltd
INCREASED2,444,5361,200,244+1,244,292+104%$13.0M$25.6M+$12.6M2026-11-05
Muzinich & Co., Inc.
DECREASED2,433,8692,443,648-9,7790%$26.6M$25.5M-$1.0M2026-10-22
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,864,6131,874,613-10,000-1%$20.4M$19.6M-$817.3K2026-10-29
Apollon Wealth Management, LLC
DECREASED1,644,5031,754,000-109,497-6%$19.1M$17.3M-$1.8M2026-10-23
AlphaCore Capital LLC
INCREASED1,400,280917,624+482,656+53%$10.0M$15.1M+$5.1M2026-11-04
University of Maryland Foundation, Inc.
NEW1,397,304—+1,397,304——$14.7K—2026-11-04
Border to Coast Pensions Partnership Ltd
DECREASED1,250,0001,300,000-50,000-4%$14.1M$13.1K-$14.1M2026-10-09
Trinity Financial Advisors LLC
INCREASED1,149,3801,121,592+27,788+2%$12.5M$12.4M-$126.1K2026-10-09
Allen Investment Management, LLC
DECREASED834,754861,454-26,700-3%$9.4M$8.8M-$607.4K2026-11-03
Prairiewood Capital, LLC
INCREASED694,787628,572+66,215+11%$6.8M$7.3M+$455.7K2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED661,488133,766+527,722+395%$1.5M$6.9M+$5.5M2026-10-16
Columbus Macro, LLC
INCREASED594,121392,203+201,918+51%$4.3M$6.2M+$2.0M2026-10-14
Prota Financial, LLC
INCREASED549,167525,192+23,975+5%$5.7M$5.7M+$61.2K2026-10-08
Certuity, LLC
DECREASED537,325562,235-24,910-4%$6.1M$5.6M-$474.9K2026-11-02
Creative Planning
DECREASED520,026546,603-26,577-5%$5.9M$5.5M-$486.5K2026-11-02
Epiq Partners, LLC
DECREASED513,030537,635-24,605-5%$5.8M$5.4M-$462.4K2026-10-07
Chicago Partners Investment Group LLC
DECREASED504,661532,185-27,524-5%$5.7M$5.1M-$622.5K2026-10-27
Oppenheimer & Co Inc
INCREASED462,066387,178+74,888+19%$4.2M$4.8M+$638.4K2026-10-26
TT Capital Management LLC
INCREASED418,900349,061+69,839+20%$3.8M$4.4M+$600.0K2026-10-15
GP Brinson Investments LLC
UNCHANGED404,249404,24900%$4.4M$4.2M-$153.6K2026-10-01
Pettinga Financial Advisors LLC
DECREASED364,336386,416-22,080-6%$4.2M$3.8M-$378.5K2026-10-13
Bayshore Capital Advisors, LLC
DECREASED363,505467,505-104,000-22%$5.1M$3.8M-$1.3M2026-11-02
HB Wealth Management, LLC
INCREASED338,688335,367+3,321+1%$3.6M$3.6M-$92.6K2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED299,203320,944-21,741-7%$3.6M$3.2M-$358.1K2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED288,709353,588-64,879-18%$3.8M$3.0M-$814.9K2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED283,821219,236+64,585+29%$2.4M$3.0M+$594.2K2026-10-20
Confluence Investment Management LLC
INCREASED269,709263,324+6,385+2%$2.9M$2.8M-$33.1K2026-10-01
Robertson Stephens Wealth Management, LLC
INCREASED243,651241,451+2,200+1%$2.7M$2.6M-$68.0K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED220,590436,473-215,883-49%$4.7M$2.3K-$4.7M2026-11-02
Adams Asset Advisors, LLC
DECREASED192,852197,655-4,803-2%$2.1M$2.0M-$125.5K2026-10-08
Commonwealth Equity Services, LLC
DECREASED188,266222,255-33,989-15%$2.4M$2.0M-$441.0K2026-11-02
Wealth Preservation Advisors, LLC
INCREASED181,405172,626+8,779+5%$1.9M$1.9M+$26.5K2026-11-05
Regent Peak Wealth Advisors LLC
NEW180,389—+180,389——$1.9M—2026-10-13
M&G Plc
UNCHANGED176,000176,00000%$1.9M$1.8M-$176.0K2026-11-04
Prospera Financial Services Inc
INCREASED168,45420,118+148,336+737%$218.7K$1.8M+$1.5M2026-11-04
Bank of New York Mellon Corp
INCREASED166,703166,208+495+0%$1.8M$1.7M-$58.0K2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED165,806158,296+7,510+5%$1.7M$1.7M+$18.6K2026-10-21
Independent Financial Group, LLC
DECREASED153,478169,347-15,869-9%$1.8M$1.6M-$230.8K2026-10-13
D.A. Davidson & Co.
DECREASED147,907162,085-14,178-9%$1.8M$1.6M-$210.3K2026-10-28
Diversify Wealth Management, LLC
INCREASED143,689126,678+17,011+13%$1.4M$1.5M+$103.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED143,689126,678+17,011+13%$1.4M$1.5M+$103.9K2026-10-20
Tranquility Partners, LLC
DECREASED136,364151,274-14,910-10%$1.6M$1.4M-$213.9K2026-10-20
Brookstone Capital Management
INCREASED130,837125,014+5,823+5%$1.4M$1.4M+$13.6K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED127,771119,107+8,664+7%$1.3M$1.3M+$45.6K2026-10-23
Global Wealth Management Investment Advisory, Inc.
INCREASED124,190116,637+7,553+6%$1.3M$1.3M+$34.9K2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED119,721119,72100%$1.3M$1.3M$02026-10-15
Wedbush Securities Inc
INCREASED105,473100,451+5,022+5%$1.1M$1.1K-$1.1M2026-10-22
Family Wealth Partners, LLC
INCREASED100,58688,380+12,206+14%$960.7K$1.1M+$94.5K2026-10-20
Truist Financial Corp
DECREASED90,10194,538-4,437-5%$1.0M$945.2K-$82.5K2026-10-30
Redhawk Wealth Advisors, Inc.
NEW85,701—+85,701——$899.0K—2026-10-14
Valeo Financial Advisors, LLC
INCREASED81,16169,157+12,004+17%$751.7K$851.4K+$99.6K2026-10-08
Farther Finance Advisors, LLC
INCREASED68,29465,460+2,834+4%$711.7K$716.4K+$4.7K2026-10-08
Granite FO LLC
UNCHANGED67,30067,30000%$731.6K$706.0K-$25.6K2026-10-14
Left Brain Wealth Management, LLC
NEW64,330—+64,330——$674.8K—2026-10-28
Compass Financial Management LLC
DECREASED62,85563,295-440-1%$688.0K$659.4K-$28.7K2026-10-30
Simplex Trading, LLC
INCREASED62,79341,091+21,702+53%$446.7K$658.7K+$212.0K2026-11-04
Garner Asset Management Corp
DECREASED62,73875,822-13,084-17%$824.2K$625.5K-$198.7K2026-10-30
NWF Advisory Services Inc.
INCREASED61,98461,908+76+0%$672.9K$650.2K-$22.7K2026-10-19
Eagle Global Advisors LLC
INCREASED60,44060,260+180+0%$655.0K$634.0K-$21.0K2026-11-02
Csenge Advisory Group
INCREASED60,39755,556+4,841+9%$603.9K$633.6K+$29.7K2026-11-04
Samalin Investment Counsel, LLC
DECREASED55,94164,396-8,455-13%$700.0K$586.8K-$113.2K2026-10-23
Trust Investment Advisors
INCREASED55,66048,710+6,950+14%$529.5K$583.9K+$54.4K2026-10-20
Todd Wealth Management, LLC
DECREASED55,13955,300-1610%$601.1K$578.4K-$22.7K2026-10-19
Kestra Advisory Services, LLC
DECREASED54,89367,374-12,481-19%$732.4K$575.8K-$156.5K2026-11-02
MacKenzie Financial Corp
INCREASED53,05451,583+1,471+3%$560.7K$556.5K-$4.2K2026-11-02
Cordoba Advisory Partners LLC
INCREASED52,39351,302+1,091+2%$573.5K$555.0K-$18.5K2026-10-19
Uptick Partners, LLC
DECREASED51,63182,092-30,461-37%$892.3K$541.6K-$350.7K2026-11-04
Argentarii, LLC
UNCHANGED48,00048,00000%$560.6K$503.5K-$57.1K2026-10-28
Park Avenue Securities LLC
INCREASED47,36829,575+17,793+60%$321.0K$497-$320.5K2026-10-26
Joel Isaacson & Co., LLC
INCREASED44,88944,789+100+0%$486.9K$470.9K-$16.0K2026-11-05
Dudley Capital Management, LLC
DECREASED44,82045,970-1,150-2%$499.7K$470.2K-$29.5K2026-10-23
Wespac Advisors, LLC
DECREASED44,16244,628-466-1%$485.1K$463.3K-$21.8K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED43,46645,389-1,923-4%$497.5K$442.0K-$55.4K2026-10-13
Haven Private, LLC
DECREASED43,15847,587-4,429-9%$517.3K$452.7K-$64.5K2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED42,96514,430+28,535+198%$156.9K$450.7K+$293.8K2026-10-08
Ascentis Independent Advisors
NEW39,370—+39,370——$413.0K—2026-11-03
TrueMark Investments, LLC
INCREASED39,00730,413+8,594+28%$330.6K$409.2K+$78.6K2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED38,81445,893-7,079-15%$498.9K$407.2K-$91.7K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED38,54444,247-5,703-13%$481.0K$404.3K-$76.6K2026-10-16
Key Capital Management, Inc
INCREASED38,0853,051+35,034+1148%$33.2K$386.5K+$353.4K2026-11-03
Lido Advisors, LLC
DECREASED37,978367,950-329,972-90%$4.1M$398.4K-$3.7M2026-11-04
HUB Investment Partners, LLC
INCREASED36,03223,159+12,873+56%$251.7K$378.0K+$126.2K2026-11-03
Turtle Creek Wealth Advisors, LLC
DECREASED31,42938,197-6,768-18%$415.2K$329.7K-$85.5K2026-10-15
Visionary Wealth Advisors
INCREASED30,59928,859+1,740+6%$313.7K$321.0K+$7.3K2026-11-04
Hyposwiss Advisors SA
UNCHANGED30,40030,40000%$330.4K$318.9K-$11.6K2026-10-26
Keybank National Association
DECREASED30,15731,867-1,710-5%$346.4K$316.3K-$30.0K2026-11-04
Sweeney & Michel, LLC
UNCHANGED30,00030,00000%$349.2K$324.0K-$25.2K2026-10-16
True North Advisors, LLC
NEW29,300—+29,300——$316.4K—2026-10-22
Perigon Wealth Management, LLC
DECREASED28,65130,589-1,938-6%$332.5K$300.5K-$32.0K2026-10-22
Millennium Capital Advisors, LLC
UNCHANGED28,10928,10900%$305.5K$294.9K-$10.7K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED27,30327,287+16+0%$304.2K$286.4K-$17.8K2026-10-13
Cidel Asset Management Inc
DECREASED26,99848,830-21,832-45%$530.8K$283.2K-$247.6K2026-10-29
Welch Group, LLC
INCREASED26,88226,159+723+3%$284.3K$282.0K-$2.4K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED26,78826,697+91+0%$290.2K$281.0K-$9.2K2026-11-05
Fifth Third Bancorp
DECREASED26,45428,022-1,568-6%$304.6K$277.5K-$27.1K2026-11-05
Accurate Wealth Management, LLC
DECREASED24,12825,578-1,450-6%$280.3K$243.0K-$37.4K2026-10-20
Triumph Capital Management
DECREASED24,10527,235-3,130-11%$296.0K$252.9K-$43.2K2026-10-14
Wedmont Private Capital
UNCHANGED23,81823,81800%$261.0K$242.2K-$18.8K2026-10-09
Bfsg, LLC
INCREASED23,61022,930+680+3%$249.3K$247.7K-$1.6K2026-10-30
Sovran Advisors, LLC
INCREASED23,37621,732+1,644+8%$239.5K$245.5K+$6.0K2026-11-02
Activest Wealth Management
INCREASED22,56912,987+9,582+74%$141.2K$236.7K+$95.6K2026-10-15
Vise Technologies, Inc.
NEW21,621—+21,621——$226.8K—2026-10-29
Americana Partners, LLC
UNCHANGED21,33621,33600%$231.9K$223.8K-$8.1K2026-10-28
Rossby Financial, LCC
NEW21,238—+21,238——$222.8K—2026-11-05
Brucke Financial, Inc.
INCREASED21,00520,072+933+5%$218.2K$220.3K+$2.2K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED20,97621,329-353-2%$231.8K$220.0K-$11.8K2026-11-03
IPG Investment Advisors LLC
UNCHANGED20,15520,15500%$225.3K$217.7K-$7.7K2026-10-30
SMH Capital Advisors Inc
UNCHANGED20,04920,04900%$217.9K$210.3K-$7.6K2026-10-29
Alamar Capital Management, LLC
UNCHANGED20,00020,00000%$223.6K$216.0K-$7.6K2026-11-02
Imc-Chicago, LLC
DECREASED19,97737,726-17,749-47%$410.1K$209.6K-$200.5K2026-11-05
Core Wealth Partners LLC
INCREASED19,93317,456+2,477+14%$189.7K$209.1K+$19.4K2026-11-02
Signaturefd, LLC
UNCHANGED18,97218,97200%$206.2K$199.0K-$7.2K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED18,93118,816+115+1%$204.5K$198.6K-$5.9K2026-10-20
Richardson Capital Management LLC
NEW18,767—+18,767——$196.9K—2026-10-23
Ignite Planners, LLC
INCREASED18,58018,370+210+1%$199.7K$194.9K-$4.8K2026-10-14
Catalyst Capital Advisors LLC
UNCHANGED18,24918,24900%$198.4K$191.4K-$6.9K2026-11-02
First Heartland Consultants, Inc.
INCREASED18,01417,329+685+4%$188.4K$189.0K+$5992026-10-08
Wealthcare Advisory Partners LLC
DECREASED17,63521,515-3,880-18%$233.9K$185.0K-$48.9K2026-10-21
First Affirmative Financial Network
NEW17,436—+17,436——$182.9K—2026-10-21
Accredited Investors Inc.
INCREASED16,77416,736+38+0%$181.9K$176.0K-$6.0K2026-11-03
Kavar Capital Partners Group, LLC
NEW16,465—+16,465——$172.7K—2026-11-06
Procyon Advisors, LLC
INCREASED15,90011,500+4,400+38%$125.0K$166.8K+$41.8K2026-10-21
United Advisor Group, LLC
DECREASED15,77020,805-5,035-24%$226.2K$165.4K-$60.7K2026-11-03
Everhart Financial Group, Inc.
INCREASED15,49612,477+3,019+24%$135.6K$162.6K+$26.9K2026-10-08
Abel Hall, LLC
UNCHANGED15,00015,00000%$163.1K$157.4K-$5.7K2026-10-19
Bank Pictet & Cie (Europe) AG
INCREASED14,88414,452+432+3%$157.1K$156.1K-$9602026-10-20
Guilbault Capital LLC
INCREASED14,40412,696+1,708+13%$138.0K$151.1K+$13.1K2026-10-28
Tectonic Advisors LLC
DECREASED14,15518,090-3,935-22%$196.6K$148.5K-$48.1K2026-10-22
Premier Path Wealth Partners, LLC
UNCHANGED14,00014,00000%$152.2K$146.9K-$5.3K2026-10-16
Karras Company, Inc.
NEW13,926—+13,926——$146.1K—2026-10-16
High Note Wealth, LLC
UNCHANGED13,84613,84600%$150.5K$145.2K-$5.3K2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
INCREASED13,809980+12,829+1309%$11$145+$1342026-10-22
QTR Family Wealth, LLC
NEW13,720—+13,720——$143.9K—2026-11-02
Fifth Third Wealth Advisors LLC
NEW13,131—+13,131——$137.7K—2026-10-22
Sage Investment Counsel LLC
UNCHANGED12,85512,85500%$139.7K$134.9K-$4.9K2026-10-26
IFP Advisors, Inc
INCREASED12,7923,092+9,700+314%$33.6K$134.2K+$100.6K2026-10-16
Steel Grove Capital Advisors, LLC
UNCHANGED12,75012,75000%$138.6K$133.7K-$4.8K2026-10-13
Verus Capital Partners, LLC
DECREASED12,50019,478-6,978-36%$211.7K$131.1K-$80.6K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED12,45611,966+490+4%$130.1K$130.7K+$5932026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED12,22612,22600%$21.4M$20.7M-$649.9K2026-11-04
Clearstead Advisors, LLC
INCREASED12,06710,298+1,769+17%$111.9K$126.6K+$14.6K2026-11-06
Beaumont Financial Advisors, LLC
UNCHANGED11,57311,57300%$125.8K$121.4K-$4.4K2026-10-22
Mendota Financial Group, LLC
NEW11,460—+11,460——$120.2K—2026-10-07
Salem Investment Counselors Inc
DECREASED11,45020,015-8,565-43%$220.8K$123.3K-$97.5K2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED11,43411,43400%$124.3K$119.9K-$4.3K2026-10-27
Sagespring Wealth Partners, LLC
INCREASED11,41010,162+1,248+12%$110.5K$119.7K+$9.2K2026-10-22
Attessa Capital LLC
INCREASED11,00010,000+1,000+10%$108.7K$115.4K+$6.7K2026-10-09
Robinson Smith Wealth Advisors LLC
UNCHANGED11,00011,00000%$119.6K$115.4K-$4.2K2026-10-22
Tctc Holdings, LLC
UNCHANGED10,86210,86200%$118.1K$113.9K-$4.1K2026-11-02
BlueChip Wealth Advisors LLC
UNCHANGED10,83710,83700%$117.8K$113.7K-$4.1K2026-11-03
Pioneer Family Office, LLC
UNCHANGED10,50010,50000%$114.1K$110.1K-$4.0K2026-10-30
Anchyra Partners LLC
NEW10,416—+10,416——$109.3K—2026-10-13
Everest Financial Group LLC
UNCHANGED10,37410,37400%$112.8K$108.8K-$3.9K2026-11-06
Level Four Advisory Services, LLC
NEW10,296—+10,296——$108.0K—2026-11-06
Oarsman Capital, Inc.
UNCHANGED10,00010,00000%$108.7K$104.9K-$3.8K2026-11-05
Elyxium Wealth, LLC
NEW7,605—+7,605——$79.8K—2026-10-27
SBI Securities Co., Ltd.
UNCHANGED7,0757,07500%$76.9K$74.2K-$2.7K2026-10-22
Hager Investment Management Services, LLC
DECREASED6,8207,622-802-11%$82.9K$71.5K-$11.3K2026-11-04
Cullen T Bankers, Inc.
DECREASED6,30012,600-6,300-50%$137.0K$66.1K-$70.9K2026-10-28
PNC Financial Services Group, Inc.
INCREASED4,8502,600+2,250+87%$28.3K$50.9K+$22.6K2026-11-06
Private Trust Co NA
UNCHANGED4,0004,00000%$43.5K$42.0K-$1.5K2026-10-20
Zions Bancorporation, National Association
UNCHANGED4,0004,00000%$43.5K$42.0K-$1.5K2026-11-06
Parallel Advisors, LLC
DECREASED3,9925,771-1,779-31%$62.7K$41.9K-$20.9K2026-11-03
Latitude Advisors, LLC
NEW3,963—+3,963——$41.6K—2026-10-27
Highline Wealth Partners LLC
UNCHANGED3,2003,20000%$34.8K$33.6K-$1.2K2026-10-19
Nfsg Corp
INCREASED2,5532,511+42+2%$27.3K$26.8K-$5132026-10-15
Burk Holdings LLC
UNCHANGED2,5152,51500%$27.3K$26.4K-$9562026-11-05
Citigroup Inc
DECREASED2,0953,172-1,077-34%$34.5K$22.0K-$12.5K2026-11-04
Vision Financial Markets LLC
DECREASED1,9954,815-2,820-59%$52.3K$20.9K-$31.4K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED1,5001,50000%$16.3K$15.7K-$5702026-10-23
Clayton Financial Group LLC
NEW1,433—+1,433——$15.0K—2026-10-13
Nova Financial LLC
NEW1,413—+1,413——$14.8K—2026-11-04
North Star Investment Management Corp.
UNCHANGED85085000%$9.2K$8.9K-$3242026-10-27
CoreCap Advisors, LLC
INCREASED620604+16+3%$6.6K$6.5K-$542026-10-08
Signature Equity Partners, LLC
NEW600—+600——$6.3K—2026-10-29
FNY Investment Advisers, LLC
DECREASED6002,700-2,100-78%$29$6-$232026-10-16
Summit Securities Group LLC
NEW500—+500——$5.2K—2026-11-05
Bank of New Hampshire
UNCHANGED50050000%$5.4K$5.2K-$1902026-10-06
Cape Investment Advisory, Inc.
UNCHANGED50050000%$5.4K$5.2K-$1902026-10-13
Archer Investment Corp
UNCHANGED35035000%$3.8K$3.7K-$1332026-11-05
Provenance Wealth Advisors, LLC
NEW260—+260——$2.7K—2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED25925900%$2.8K$2.7K-$982026-10-20
Gen-Wealth Partners Inc
UNCHANGED25025000%$2.7K$2.6K-$952026-11-04
Caitong International Asset Management Co., Ltd
DECREASED204500-296-59%$5.4K$2.1K-$3.3K2026-10-29
Roxbury Financial LLC
NEW200—+200——$2.1K—2026-10-01
Canton Hathaway, LLC
NEW200—+200——$2.1K—2026-10-23
Parkside Financial Bank & Trust
INCREASED194191+3+2%$2.1K$2.0K-$472026-10-27
Clark Wealth Partners
NEW188—+188——$2.0K—2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED18018000%$2.0K$1.9K-$652026-10-23
Root Financial Partners, LLC
NEW142—+142——$1.5K—2026-10-21
Fortitude Family Office, LLC
NEW106—+106——$1.1K—2026-10-14
Larson Financial Group LLC
UNCHANGED757500%$819$790-$292026-11-05
Spire Wealth Management
UNCHANGED505000%$544$525-$192026-10-30
Barclays PLC
UNCHANGED313100%$337$325-$122026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED6600%$66$63-$32026-10-23
Grange Capital, LLC
CLOSED096,647-96,647-100%$1.1M$0-$1.1M2026-10-20
Nordwand Advisors, LLC
CLOSED073,275-73,275-100%$796.5K$0-$796.5K2026-11-05
Mcdonald Partners LLC
CLOSED030,000-30,000-100%$326.1K$0-$326.1K2026-11-03
Jefferies Financial Group Inc.
CLOSED029,197-29,197-100%$317.4K$0-$317.4K2026-11-05
Atala Financial Inc
CLOSED023,333-23,333-100%$253.6K$0-$253.6K2026-10-22
LVW Advisors, LLC
CLOSED016,447-16,447-100%$178.8K$0-$178.8K2026-10-19
BIP Wealth, LLC
CLOSED013,927-13,927-100%$151.4K$0-$151.4K2026-10-22
Johnson Financial Group, LLC
CLOSED013,637-13,637-100%$148.2K$0-$148.2K2026-11-03
Teamwork Financial Advisors, LLC
CLOSED011,463-11,463-100%$124.6K$0-$124.6K2026-10-19
Focus Financial Network, Inc.
CLOSED010,819-10,819-100%$117.6K$0-$117.6K2026-10-14
Avior Wealth Management, LLC
CLOSED010,714-10,714-100%$116.5K$0-$116.5K2026-10-13
Fortem Financial Group, LLC
CLOSED010,680-10,680-100%$116.1K$0-$116.1K2026-10-20
Blue Trust, Inc.
CLOSED06,499-6,499-100%$70.6K$0-$70.6K2026-10-15
Bayforest Capital Ltd
CLOSED04,292-4,292-100%$46.7K$0-$46.7K2026-11-03
NBT Bank, N.A.
CLOSED02,200-2,200-100%$23.9K$0-$23.9K2026-10-21
Elevation Wealth Partners, LLC
CLOSED01,912-1,912-100%$20.8K$0-$20.8K2026-10-07
AdvisorNet Financial, Inc
CLOSED0512-512-100%$5.6K$0-$5.6K2026-10-15
JFS Wealth Advisors, LLC
CLOSED066-66-100%$738$0-$7382026-11-03
California State Teachers Retirement System
N/A—16,445,728-16,445,728-100%$178.8M———
FMR LLC
N/A—11,772,285-11,772,285-100%$128.0M———
Morgan Stanley
N/A—9,899,490-9,899,490-100%$107.6M———
Van Eck Associates Corp
N/A—9,840,313-9,840,313-100%$107.0M———
Bank of America Corp
N/A—9,797,216-9,797,216-100%$106.5M———
Cresset Asset Management, LLC
N/A—7,698,410-7,698,410-100%$86.1M———
UBS Group AG
N/A—7,353,055-7,353,055-100%$79.9M———
Ameriprise Financial Inc
N/A—5,694,724-5,694,724-100%$61.9M———
Royal Bank of Canada
N/A—5,377,938-5,377,938-100%$58.5M———
Wells Fargo & Company
N/A—4,779,782-4,779,782-100%$52.0M———
Citadel Advisors LLC
N/A—4,747,449-4,747,449-100%$51.6M———
JPMorgan Chase & Co
N/A—3,316,143-3,316,143-100%$37.0M———
Lalia Capital, LLC
N/A—3,215,467-3,215,467-100%$35.0M———
Omers Administration Corp
N/A—3,172,115-3,172,115-100%$34.5M———
Ares Management LLC
N/A—2,872,757-2,872,757-100%$31.2M———
LSV Asset Management
N/A—2,742,247-2,742,247-100%$29.8M———
Liberty Mutual Group Asset Management Inc.
N/A—2,669,872-2,669,872-100%$29.0M———
Franklin Resources Inc
N/A—2,655,468-2,655,468-100%$28.9M———
Rockefeller Capital Management L.P.
N/A—2,460,867-2,460,867-100%$26.7M———
Soros Fund Management LLC
N/A—2,451,136-2,451,136-100%$26.6M———
LPL Financial LLC
N/A—2,399,154-2,399,154-100%$26.1M———
Raymond James Financial Inc
N/A—2,270,534-2,270,534-100%$24.7M———
Blue Owl Capital Holdings LP
N/A—2,045,070-2,045,070-100%$22.2M———
BlackRock, Inc.
N/A—1,945,430-1,945,430-100%$21.1M———
Janney Montgomery Scott LLC
N/A—1,852,474-1,852,474-100%$20.1M———
Russell Investments Group, Ltd.
N/A—1,750,226-1,750,226-100%$19.0M———
Next Capital Management LLC
N/A—1,688,690-1,688,690-100%$18.5M———
CAZ Investments LP
N/A—1,633,305-1,633,305-100%$17.8M———
Stephens Inc
N/A—1,550,470-1,550,470-100%$16.9M———
Goldman Sachs Group Inc
N/A—1,467,203-1,467,203-100%$15.9M———
Mariner, LLC
N/A—1,441,994-1,441,994-100%$15.7M———
Northern Trust Corp
N/A—1,253,711-1,253,711-100%$13.6M———
Invesco Ltd.
N/A—1,238,605-1,238,605-100%$13.5M———
Rivernorth Capital Management, LLC
N/A—1,192,576-1,192,576-100%$13.0M———
HighTower Advisors, LLC
N/A—1,132,180-1,132,180-100%$12.3M———
Transcend Capital Advisors, LLC
N/A—1,127,921-1,127,921-100%$12.3M———
Cerity Partners LLC
N/A—1,092,624-1,092,624-100%$11.9M———
Stifel Financial Corp
N/A—904,927-904,927-100%$9.8M———
Brown Brothers Harriman & Co
N/A—852,000-852,000-100%$9.3M———
Osaic Holdings, Inc.
N/A—849,662-849,662-100%$9.2M———
MAI Capital Management
N/A—804,046-804,046-100%$8.8M———
Melia Wealth LLC
N/A—778,167-778,167-100%$8.5M———
State Street Corp
N/A—732,566-732,566-100%$8.2M———
Nicola Wealth Management Ltd.
N/A—715,000-715,000-100%$7.8M———
Cetera Investment Advisers
N/A—681,322-681,322-100%$7.4M———
Canada Life Assurance Co
N/A—638,566-638,566-100%$6.9M———
Enstar Group LTD
N/A—621,999-621,999-100%$6.8M———
NewEdge Wealth, LLC
N/A—614,082-614,082-100%$6.7M———
Danske Bank A/S
N/A—589,365-589,365-100%$6.4M———
Johnson Financial Group, Inc.
N/A—587,973-587,973-100%$6.6M———
Intrust Bank NA
N/A—566,133-566,133-100%$6.2M———
Rothschild Wealth LLC
N/A—559,279-559,279-100%$6.1M———
Legal & General Group Plc
N/A—537,152-537,152-100%$5.8M———
Callodine Capital Management, LP
N/A—525,000-525,000-100%$5.7M———
SCS Capital Management LLC
N/A—524,822-524,822-100%$5.9M———
Jain Global LLC
N/A—511,160-511,160-100%$5.6M———
Envestnet Asset Management Inc
N/A—489,975-489,975-100%$5.3M———
Arkadios Wealth Advisors
N/A—479,388-479,388-100%$5.2M———
IEQ Capital, LLC
N/A—475,181-475,181-100%$5.2M———
Balyasny Asset Management L.P.
N/A—466,094-466,094-100%$5.1M———
Advisors Asset Management, Inc.
N/A—442,435-442,435-100%$4.8M———
Denali Advisors LLC
N/A—429,166-429,166-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—426,996-426,996-100%$4.6M———
Ilex Capital Partners (UK) LLP
N/A—423,216-423,216-100%$4.6M———
Perennial Investment Advisors, LLC
N/A—402,734-402,734-100%$4.4M———
D. E. Shaw & Co., Inc.
N/A—401,180-401,180-100%$4.4M———
Jane Street Group, LLC
N/A—388,920-388,920-100%$4.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—373,316-373,316-100%$4.1M———
Trexquant Investment LP
N/A—365,303-365,303-100%$4.0M———
Naviter Wealth, LLC
N/A—344,956-344,956-100%$3.9M———
Arax Advisory Partners
N/A—339,843-339,843-100%$3.7M———
Condor Capital Management
N/A—327,029-327,029-100%$3.6M———
Cobalt Capital Management, Inc.
N/A—321,618-321,618-100%$3.5M———
Vestmark Advisory Solutions, Inc.
N/A—310,413-310,413-100%$3.4M———
EP Wealth Advisors, LLC
N/A—306,066-306,066-100%$3.3M———
Bulldog Investors, LLPA
N/A—298,369-298,369-100%$3.2M———
Susquehanna International Group, LLP
N/A—296,190-296,190-100%$3.2M———
Ancora Advisors LLCA
N/A—287,055-287,055-100%$1.8M———
United Capital Financial Advisors, LLC
N/A—278,557-278,557-100%$3.0M———
Sanctuary Advisors, LLC
N/A—277,664-277,664-100%$3.0M———
Caxton Associates LLP
N/A—237,704-237,704-100%$2.6M———
XTX Topco Ltd
N/A—218,115-218,115-100%$2.4M———
Barnett & Company, Inc.
N/A—211,850-211,850-100%$2.3M———
Cerberus Capital Management, L.P.
N/A—210,000-210,000-100%$2.3M———
Strategic Wealth Partners, Ltd.
N/A—203,227-203,227-100%$2.2M———
Prelude Capital Management, LLC
N/A—200,000-200,000-100%$2.2M———
Millennium Management LLC
N/A—191,956-191,956-100%$2.1M———
Beacon Investment Advisors LLC
N/A—191,017-191,017-100%$2.1M———
LM Advisors LLC
N/A—174,217-174,217-100%$1.9K———
Palogic Value Management, L.P.
N/A—172,238-172,238-100%$1.9M———
Cary Street Partners Financial LLC
N/A—171,010-171,010-100%$1.9M———
Two Sigma Investments, LP
N/A—164,652-164,652-100%$1.8M———
Tradition Wealth Management, LLC
N/A—163,876-163,876-100%$1.8M———
Intellectus Partners, LLC
N/A—152,486-152,486-100%$1.7M———
NewEdge Advisors, LLC
N/A—151,979-151,979-100%$1.7M———
Cornerstone Advisory, LLC
N/A—151,955-151,955-100%$1.7M———
Intrinsic Edge Capital Management LLC
N/A—150,000-150,000-100%$1.6M———
Quantinno Capital Management LP
N/A—120,727-120,727-100%$1.3M———
Chaney Capital Management, Inc.
N/A—119,805-119,805-100%$1.3M———
DnB Asset Management AS
N/A—117,961-117,961-100%$1.3M———
Mercer Global Advisors Inc
N/A—116,240-116,240-100%$1.3M———
MML Investors Services, LLC
N/A—115,633-115,633-100%$1.3M———
Truvestments Capital LLC
N/A—112,327-112,327-100%$1.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—112,324-112,324-100%$1.2M———
Rothschild Investment LLC
N/A—107,998-107,998-100%$1.2M———
Bank of Montreal
N/A—97,926-97,926-100%$1.1M———
Pathstone Holdings, LLC
N/A—87,670-87,670-100%$953.0K———
Focus Partners Advisor Solutions, LLC
N/A—82,749-82,749-100%$899.5K———
HSBC Holdings PLC
N/A—82,350-82,350-100%$895.1K———
Nuveen, LLC
N/A—79,139-79,139-100%$860.2K———
&partners
N/A—76,570-76,570-100%$832.3K———
Icon Wealth Advisors, LLC
N/A—75,940-75,940-100%$825.5K———
Diversified Trust Co
N/A—73,004-73,004-100%$793.6K———
Squarepoint Ops LLC
N/A—72,829-72,829-100%$791.7K———
IHT Wealth Management, LLC
N/A—71,462-71,462-100%$776.8K———
Engineers Gate Manager LP
N/A—69,992-69,992-100%$760.8K———
Nomura Holdings Inc
N/A—68,723-68,723-100%$747.0K———
Magnolia Capital Advisors LLC
N/A—64,615-64,615-100%$702.4K———
Nomura Asset Management International Inc.
N/A—62,700-62,700-100%$682.0K———
Private Advisor Group, LLC
N/A—62,516-62,516-100%$679.6K———
Fiduciary Group, LLC
N/A—62,489-62,489-100%$679.3K———
Financial Gravity Companies, Inc.
N/A—57,926-57,926-100%$629.7K———
Concorde Asset Management, LLC
N/A—56,600-56,600-100%$632.8K———
AQR Capital Management LLC
N/A—54,040-54,040-100%$587.4K———
Guggenheim Capital LLC
N/A—53,370-53,370-100%$580.1K———
Caprock Group, LLC
N/A—52,836-52,836-100%$618.8K———
VPR Management LLC
N/A—52,407-52,407-100%$569.7K———
Jackson Thornton Wealth Management, LLC
N/A—52,323-52,323-100%$568.8K———
Evercore Wealth Management, LLC
N/A—49,800-49,800-100%$541.3K———
Foundations Investment Advisors, LLC
N/A—49,148-49,148-100%$534.2K———
Ethos Financial Group, LLC
N/A—48,945-48,945-100%$532.0K———
Brevan Howard Capital Management LP
N/A—48,772-48,772-100%$530.2K———
Brown Advisory Inc
N/A—47,985-47,985-100%$521.6K———
Blair William & Co
N/A—46,380-46,380-100%$504.1K———
Captrust Financial Advisors
N/A—43,707-43,707-100%$475.1K———
Manufacturers Life Insurance Company, the
N/A—41,418-41,418-100%$450.2K———
BNP Paribas Financial Markets
N/A—41,345-41,345-100%$449.4K———
Summit Financial, LLC
N/A—39,494-39,494-100%$441.5K———
Sterneck Capital Management, LLC
N/A—37,859-37,859-100%$411.5K———
Castle Wealth Management LLC
N/A—37,684-37,684-100%$409.6K———
BlueStem Wealth Partners, LLC
N/A—37,644-37,644-100%$409.2K———
Pinnacle Financial Partners, Inc.
N/A—36,831-36,831-100%$400.4K———
Family Manage LLC
N/A—36,512-36,512-100%$396.9K———
Group One Trading LLC
N/A—36,131-36,131-100%$392.7K———
Dorsey & Whitney Trust Co LLC
N/A—35,521-35,521-100%$386.1K———
MQS Management LLC
N/A—35,201-35,201-100%$382.6K———
Texas Yale Capital Corp.
N/A—33,950-33,950-100%$369.0K———
Channel Wealth LLC
N/A—33,669-33,669-100%$366.0K———
Waverly Advisors, LLC
N/A—31,673-31,673-100%$344.3K———
Ameriflex Group, Inc.
N/A—30,792-30,792-100%$334.7K———
Tyche Wealth Partners LLC
N/A—30,073-30,073-100%$326.9K———
Ballentine Partners, LLC
N/A—29,328-29,328-100%$318.8K———
Cofg Advisors, LLC
N/A—29,215-29,215-100%$317.6K———
Tidal Investments LLC
N/A—29,180-29,180-100%$317.2K———
Pallas Capital Advisors LLC
N/A—28,380-28,380-100%$308.5K———
DCM Advisors, LLC
N/A—27,435-27,435-100%$285.5K———
Focus Partners Wealth
N/A—26,558-26,558-100%$288.7K———
Liberty Square Wealth Partners LLC
N/A—25,111-25,111-100%$273.0K———
Gilbert & Cook, Inc.
N/A—24,698-24,698-100%$268.5K———
Neuberger Berman Group LLC
N/A—24,516-24,516-100%$266.5K———
Walleye Trading LLC
N/A—24,458-24,458-100%$265.9K———
Entropy Technologies, LP
N/A—24,019-24,019-100%$261.1K———
BTG Pactual Asset Management US LLC
N/A—23,668-23,668-100%$257.3K———
Fort Point Capital Partners LLC
N/A—23,470-23,470-100%$262.4K———
GatePass Capital, LLC
N/A—23,000-23,000-100%$250.0K———
Strategies Wealth Advisors, LLC
N/A—22,082-22,082-100%$240.0K———
Equitable Holdings, Inc.
N/A—21,365-21,365-100%$232.2K———
Per Stirling Capital Management, Llc.
N/A—21,193-21,193-100%$230.4K———
Advyzon Investment Management, LLC
N/A—20,967-20,967-100%$227.9K———
Prosperity Consulting Group, LLC
N/A—20,333-20,333-100%$221.0K———
Catalyst Funds Management Pty Ltd
N/A—20,300-20,300-100%$220.7K———
Massar Capital Management, LP
N/A—19,982-19,982-100%$217.2K———
CIBC Bancorp USA Inc.
N/A—19,238-19,238-100%$209.1K———
Bluespring Wealth Management, LLC
N/A—18,957-18,957-100%$206.1K———
First Manhattan Co. Llc.
N/A—18,300-18,300-100%$204.6K———
NorthRock Partners, LLC
N/A—18,034-18,034-100%$196.0K———
Northwestern Mutual Wealth Management Co
N/A—17,470-17,470-100%$189.9K———
Regatta Research & Money Management
N/A—17,450-17,450-100%$189.7K———
Wealthfront Advisers LLC
N/A—17,296-17,296-100%$188.0K———
Osbon Capital Management LLC
N/A—17,080-17,080-100%$185.7K———
Pasadena Private Wealth, LLC
N/A—16,650-16,650-100%$181.0K———
Graybill Wealth Management, Ltd.
N/A—15,914-15,914-100%$173.0K———
Stratos Wealth Partners, Ltd.
N/A—15,773-15,773-100%$171.5K———
Integrated Wealth Concepts LLC
N/A—15,477-15,477-100%$168.2K———
Turim 21 Investimentos Ltda.
N/A—15,416-15,416-100%$167.6K———
Beacon Pointe Advisors, LLC
N/A—15,185-15,185-100%$165.1K———
CreativeOne Wealth, LLC
N/A—15,057-15,057-100%$163.7K———
Venturi Wealth Management, LLC
N/A—14,500-14,500-100%$157.6K———
Vident Advisory, LLC
N/A—14,197-14,197-100%$154.3K———
Laidlaw Wealth Management LLC
N/A—13,850-13,850-100%$150.6K———
Global Retirement Partners, LLC
N/A—13,846-13,846-100%$150.5K———
Ingalls & Snyder LLC
N/A—13,445-13,445-100%$146.0K———
FreeGulliver LLC
N/A—12,800-12,800-100%$139.1K———
Kovack Advisors, Inc.
N/A—12,686-12,686-100%$137.2K———
DRW Securities, LLC
N/A—12,094-12,094-100%$131.5K———
National Philanthropic Trust
N/A—11,645-11,645-100%$126.6K———
CIBC World Market Inc.
N/A—10,909-10,909-100%$118.6K———
Banco BTG Pactual S.A.
N/A—10,608-10,608-100%$115.3K———
Eight 31 Financial, LLC
N/A—10,345-10,345-100%$112.4K———
BBR Partners, LLC
N/A—10,305-10,305-100%$112.0K———
Federation des caisses Desjardins du Quebec
N/A—10,085-10,085-100%$109.6K———
One Charles Private Wealth Services, LLC
N/A—10,028-10,028-100%$109.0K———
Napier Financial, LLC
N/A—9,873-9,873-100%$107.3K———
PIN OAK Investment Advisors Inc
N/A—8,818-8,818-100%$96.0K———
Fiduciary Financial Advisors
N/A—7,974-7,974-100%$86.7K———
BFC Planning, Inc.
N/A—7,030-7,030-100%$76.4K———
Westfuller Advisors, LLC
N/A—6,373-6,373-100%$71.2K———
SouthState Bank Corp
N/A—4,840-4,840-100%$52.6K———
Crewe Advisors LLC
N/A—4,432-4,432-100%$48.2K———
Allworth Financial LP
N/A—3,880-3,880-100%$42.2K———
Anchor Investment Management, LLC
N/A—3,000-3,000-100%$32.6K———
Bogart Wealth, LLC
N/A—3,000-3,000-100%$32.6K———
Atlantic Union Bankshares Corp
N/A—2,638-2,638-100%$28.7K———
Jones Financial Companies Lllp
N/A—1,829-1,829-100%$19.8K———
Hollencrest Capital Management
N/A—1,713-1,713-100%$18.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,688-1,688-100%$18.4K———
SHP Wealth Management
N/A—1,566-1,566-100%$17.0K———
Tower Research Capital LLC (TRC)
N/A—1,477-1,477-100%$16.1K———
VSM Wealth Advisory, LLC
N/A—1,405-1,405-100%$15.3K———
Huntington National Bank
N/A—1,350-1,350-100%$14.7K———
Caitlin John, LLC
N/A—1,350-1,350-100%$14.7K———
LGT Financial Advisors LLC
N/A—1,294-1,294-100%$14.1K———
Aventura Private Wealth, LLC
N/A—996-996-100%$10.8K———
Quantbot Technologies LP
N/A—950-950-100%$10.3K———
Steigerwald, Gordon & Koch Inc.
N/A—700-700-100%$7.6K———
UMB Bank, n.a.
N/A—645-645-100%$7.0K———
LRI Investments, LLC
N/A—626-626-100%$6.8K———
Purpose Unlimited Inc.
N/A—557-557-100%$6.2K———
Harbour Investments, Inc.
N/A—527-527-100%$5.7K———
Swan Capital LLC
N/A—225-225-100%$2.4K———
Caldwell Sutter Capital, Inc.
N/A—200-200-100%$2.2K———
Colonial Trust Advisors
N/A—103-103-100%$1.1K———
Coppell Advisory Solutions LLC
N/A—103-103-100%$1.0M———
Smartleaf Asset Management LLC
N/A—96-96-100%$1.1K———
Quarry LP
N/A—82-82-100%$891———
Westend Capital Management, LLC
N/A—70-70-100%$761———
Hantz Financial Services, Inc.
N/A—47-47-100%$1———
Allied Private Wealth LLC
N/A—30-30-100%$322———
Darwin Wealth Management, LLC
N/A—00—$5———
Showing 460 of 460 institutions