IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacific Biosciences of Calif (PACB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares4,955,567 from 6,009,715
Change-1,054,148 (-18%)
Value$11.7M (+$1.6M)
Filed 2026-10-29
Capricorn Fund Managers Ltd
NEW
Shares1,932,623
Change+1,932,623
Value$4.6M
Filed 2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED
Shares943,055 from 943,055
Change0 (0%)
Value$2.2M (+$650.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares793,923 from 767,567
Change+26,356 (+3%)
Value$1.9M (+$592.1K)
Filed 2026-11-05
Carret Asset Management, LLC
INCREASED
Shares607,140 from 600,140
Change+7,000 (+1%)
Value$1.4M (+$430.7K)
Filed 2026-11-04
MacKenzie Financial Corp
NEW
Shares545,513
Change+545,513
Value$1.3M
Filed 2026-11-02
Mirador Capital Partners LP
DECREASED
Shares341,725 from 342,482
Change-757 (0%)
Value$809.9K (+$234.5K)
Filed 2026-10-09
Dimensional Fund Advisors LP
DECREASED
Shares341,388 from 759,783
Change-418,395 (-55%)
Value$801.5K (-$475.6K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares226,237 from 322,990
Change-96,753 (-30%)
Value$536.2K (-$6.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares178,288 from 152,122
Change+26,166 (+17%)
Value$354.8K (+$99.2K)
Filed 2026-10-15
Koa Wealth Management, LLC
UNCHANGED
Shares120,000 from 120,000
Change0 (0%)
Value$284.4K (+$82.8K)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
INCREASED
Shares95,850 from 41,895
Change+53,955 (+129%)
Value$227.2K (+$156.8K)
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares75,405 from 75,000
Change+405 (+1%)
Value$178.7K (+$52.7K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares63,688 from 139,424
Change-75,736 (-54%)
Value$150.9K (-$83.3K)
Filed 2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED
Shares56,714 from 49,432
Change+7,282 (+15%)
Value$103.8K (+$20.7K)
Filed 2026-10-28
Abacus Planning Group, Inc.
UNCHANGED
Shares51,238 from 51,238
Change0 (0%)
Value$121.4K (+$35.4K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$118.5K (+$34.5K)
Filed 2026-11-03
Wealth Architects, LLC
UNCHANGED
Shares48,725 from 48,725
Change0 (0%)
Value$115.5K (+$33.6K)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares47,226 from 47,184
Change+42 (+0%)
Value$111.9K (+$32.7K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares35,798 from 35,298
Change+500 (+1%)
Value$84.8K (+$25.5K)
Filed 2026-11-02
Green Alpha Advisors, LLC
DECREASED
Shares33,428 from 178,655
Change-145,227 (-81%)
Value$79.2K (-$220.9K)
Filed 2026-10-08
Principal Financial Group Inc
INCREASED
Shares31,712 from 20,581
Change+11,131 (+54%)
Value$75.2K (+$40.6K)
Filed 2026-11-02
Venture Visionary Partners LLC
UNCHANGED
Shares30,300 from 30,300
Change0 (0%)
Value$71.8K (+$20.9K)
Filed 2026-10-07
Clear Harbor Asset Management, LLC
UNCHANGED
Shares29,900 from 29,900
Change0 (0%)
Value$70.9K (+$20.6K)
Filed 2026-11-05
Xponance LLC
DECREASED
Shares26,412 from 26,878
Change-466 (-2%)
Value$62.6K (+$17.4K)
Filed 2026-11-03
Private Wealth Partners, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$59.3K (+$17.3K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares23,983 from 24,178
Change-195 (-1%)
Value$56.8K (+$16.2K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares15,884 from 13,891
Change+1,993 (+14%)
Value$37.6K (+$14.3K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares15,315
Change+15,315
Value$24.0K
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares14,599 from 18,609
Change-4,010 (-22%)
Value$34.6K (+$3.3K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,422 from 54,981
Change-40,559 (-74%)
Value$33.2K (-$52.6K)
Filed 2026-10-13
Interchange Capital Partners, LLC
NEW
Shares11,736
Change+11,736
Value$27.8K
Filed 2026-10-28
Choreo, LLC
NEW
Shares11,284
Change+11,284
Value$26.7K
Filed 2026-10-28
Abel Hall, LLC
DECREASED
Shares11,278 from 14,963
Change-3,685 (-25%)
Value$26.7K (+$1.6K)
Filed 2026-10-19
Torrey Growth & Income Advisors
NEW
Shares10,000
Change+10,000
Value$21.7K
Filed 2026-11-04
DKM Wealth Management, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$23.7K (+$6.9K)
Filed 2026-10-09
FNY Investment Advisers, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$23 (+$7)
Filed 2026-10-16
Sterling Capital Management LLC
INCREASED
Shares9,017 from 1,306
Change+7,711 (+590%)
Value$21.4K (+$19.2K)
Filed 2026-10-22
GF Fund Management Co. Ltd.
INCREASED
Shares6,885 from 6,391
Change+494 (+8%)
Value$16.3K (+$5.6K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$8.6K (+$2.5K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares3,612 from 1,879
Change+1,733 (+92%)
Value$8.6K (+$5.4K)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares3,201 from 3,157
Change+44 (+1%)
Value$7.6K (+$2.3K)
Filed 2026-10-22
Parallel Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$7.1K (+$2.1K)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$7.1K (+$2.1K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$5.9K (+$1.7K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$4.0K (+$1.2K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares1,514 from 1,508
Change+6 (+0%)
Value$3.6K (+$1.1K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$2.2K (+$633)
Filed 2026-10-20
Louisbourg Investments Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$2.1K (+$621)
Filed 2026-10-20
Gamma Investing LLC
DECREASED
Shares585 from 2,572
Change-1,987 (-77%)
Value$1.4K (-$2.9K)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$1.2K (+$345)
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$1 (+$1)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$593 (+$173)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares222 from 274
Change-52 (-19%)
Value$526 (+$65)
Filed 2026-10-08
Hughes Financial Services, LLC
NEW
Shares191
Change+191
Value$554
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares90 from 3,183
Change-3,093 (-97%)
Value$213 (-$5.1K)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares89 from 147
Change-58 (-39%)
Value$0 ($0)
Filed 2026-10-30
Monetary Solutions, Ltd
NEW
Shares38
Change+38
Value$90
Filed 2026-10-22
Blue Trust, Inc.
NEW
Shares28
Change+28
Value$65
Filed 2026-10-15
Hartline Investment Corp/
CLOSED
Shares0 from 69,000
Change-69,000 (-100%)
Value$0 (-$115.9K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 65,659
Change-65,659 (-100%)
Value$0 (-$110.3K)
Filed 2026-11-04
State of Wyoming
CLOSED
Shares0 from 54,267
Change-54,267 (-100%)
Value$0 (-$91.2K)
Filed 2026-10-28
Brighton Jones LLC
CLOSED
Shares0 from 20,491
Change-20,491 (-100%)
Value$0 (-$34.4K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 19,923
Change-19,923 (-100%)
Value$0 (-$33.5K)
Filed 2026-10-20
Krilogy Financial LLC
CLOSED
Shares0 from 11,490
Change-11,490 (-100%)
Value$0 (-$19.3K)
Filed 2026-10-13
SJS Investment Consulting Inc.
CLOSED
Shares0 from 1,144
Change-1,144 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-26
Fortitude Family Office, LLC
CLOSED
Shares0 from 1,131
Change-1,131 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-14
Gill Capital Partners, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 797
Change-797 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-23
Essential Partners LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$958)
Filed 2026-10-14
True Wealth Design, LLC
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$614)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$336)
Filed 2026-10-27
Gen-Wealth Partners Inc
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$118)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 32,339,550
Change-32,339,550 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 29,781,416
Change-29,781,416 (-100%)
Value—
Softbank Group Corp.
N/A
Shares— from 20,451,570
Change-20,451,570 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 13,397,934
Change-13,397,934 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 7,606,518
Change-7,606,518 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 6,009,715
Change-6,009,715 (-100%)
Value—
State Street Corp
N/A
Shares— from 5,961,175
Change-5,961,175 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,787,300
Change-4,787,300 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,242,599
Change-4,242,599 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,208,146
Change-4,208,146 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,962,442
Change-3,962,442 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,229,887
Change-3,229,887 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,845,903
Change-2,845,903 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,671,916
Change-2,671,916 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,652,298
Change-2,652,298 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,352,786
Change-2,352,786 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,187,627
Change-2,187,627 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,129,263
Change-2,129,263 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 2,118,231
Change-2,118,231 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 1,694,546
Change-1,694,546 (-100%)
Value—
Birchview Capital, LP
N/A
Shares— from 1,350,000
Change-1,350,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,348,131
Change-1,348,131 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,297,091
Change-1,297,091 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,296,684
Change-1,296,684 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,023,113
Change-1,023,113 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 966,200
Change-966,200 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 918,892
Change-918,892 (-100%)
Value—
UBS Group AG
N/A
Shares— from 893,140
Change-893,140 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 808,700
Change-808,700 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 793,332
Change-793,332 (-100%)
Value—
Casdin Capital, LLC
N/A
Shares— from 723,767
Change-723,767 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 684,707
Change-684,707 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 638,882
Change-638,882 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 621,469
Change-621,469 (-100%)
Value—
Man Group plc
N/A
Shares— from 597,334
Change-597,334 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 596,843
Change-596,843 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 564,339
Change-564,339 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 555,552
Change-555,552 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 478,205
Change-478,205 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 477,776
Change-477,776 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 468,382
Change-468,382 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 441,639
Change-441,639 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 387,060
Change-387,060 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 356,996
Change-356,996 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 348,324
Change-348,324 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 337,502
Change-337,502 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 297,951
Change-297,951 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 290,860
Change-290,860 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 283,099
Change-283,099 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 280,306
Change-280,306 (-100%)
Value—
Barclays PLC
N/A
Shares— from 276,988
Change-276,988 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 273,666
Change-273,666 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 267,386
Change-267,386 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 231,783
Change-231,783 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 185,654
Change-185,654 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 164,522
Change-164,522 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 163,642
Change-163,642 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 159,749
Change-159,749 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 157,198
Change-157,198 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 152,100
Change-152,100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 145,948
Change-145,948 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 134,834
Change-134,834 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 132,926
Change-132,926 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 123,782
Change-123,782 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 121,781
Change-121,781 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 107,715
Change-107,715 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 103,319
Change-103,319 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 102,761
Change-102,761 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 98,511
Change-98,511 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 84,825
Change-84,825 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 79,955
Change-79,955 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 75,341
Change-75,341 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 71,941
Change-71,941 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 68,249
Change-68,249 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 67,410
Change-67,410 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 59,230
Change-59,230 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 57,145
Change-57,145 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 56,461
Change-56,461 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 54,663
Change-54,663 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 51,769
Change-51,769 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 48,539
Change-48,539 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 47,487
Change-47,487 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 45,320
Change-45,320 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 41,776
Change-41,776 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 41,463
Change-41,463 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 39,511
Change-39,511 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,458
Change-37,458 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,441
Change-35,441 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 34,463
Change-34,463 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 33,400
Change-33,400 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 33,057
Change-33,057 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,971
Change-31,971 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 31,355
Change-31,355 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 27,572
Change-27,572 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 27,517
Change-27,517 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 26,688
Change-26,688 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 26,256
Change-26,256 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,342
Change-25,342 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 25,164
Change-25,164 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 22,894
Change-22,894 (-100%)
Value—
Pinegrove Venture Partners, LLC
N/A
Shares— from 20,586
Change-20,586 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 20,251
Change-20,251 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 18,595
Change-18,595 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 17,881
Change-17,881 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,775
Change-17,775 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,237
Change-17,237 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 16,193
Change-16,193 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,373
Change-15,373 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,784
Change-13,784 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,427
Change-13,427 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 12,537
Change-12,537 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,765
Change-10,765 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 10,325
Change-10,325 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,809
Change-6,809 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 774
Change-774 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 518
Change-518 (-100%)
Value—
Quarry LP
N/A
Shares— from 504
Change-504 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 430
Change-430 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 397
Change-397 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 96
Change-96 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5
Change-5 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Sumitomo Mitsui Trust Group, Inc.
DECREASED4,955,5676,009,715-1,054,148-18%$10.1M$11.7M+$1.6M2026-10-29
Capricorn Fund Managers Ltd
NEW1,932,623—+1,932,623——$4.6M—2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED943,055943,05500%$1.6M$2.2M+$650.7K2026-11-05
Bank of New York Mellon Corp
INCREASED793,923767,567+26,356+3%$1.3M$1.9M+$592.1K2026-11-05
Carret Asset Management, LLC
INCREASED607,140600,140+7,000+1%$1.0M$1.4M+$430.7K2026-11-04
MacKenzie Financial Corp
NEW545,513—+545,513——$1.3M—2026-11-02
Mirador Capital Partners LP
DECREASED341,725342,482-7570%$575.4K$809.9K+$234.5K2026-10-09
Dimensional Fund Advisors LP
DECREASED341,388759,783-418,395-55%$1.3M$801.5K-$475.6K2026-11-04
Creative Planning
DECREASED226,237322,990-96,753-30%$542.6K$536.2K-$6.4K2026-11-02
AdvisorNet Financial, Inc
INCREASED178,288152,122+26,166+17%$255.6K$354.8K+$99.2K2026-10-15
Koa Wealth Management, LLC
UNCHANGED120,000120,00000%$201.6K$284.4K+$82.8K2026-10-14
Caitong International Asset Management Co., Ltd
INCREASED95,85041,895+53,955+129%$70.4K$227.2K+$156.8K2026-10-29
HUB Investment Partners, LLC
INCREASED75,40575,000+405+1%$126.0K$178.7K+$52.7K2026-11-03
Citigroup Inc
DECREASED63,688139,424-75,736-54%$234.2K$150.9K-$83.3K2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED56,71449,432+7,282+15%$83.0K$103.8K+$20.7K2026-10-28
Abacus Planning Group, Inc.
UNCHANGED51,23851,23800%$86.1K$121.4K+$35.4K2026-11-02
Evolution Wealth Advisors, LLC
UNCHANGED50,00050,00000%$84.0K$118.5K+$34.5K2026-11-03
Wealth Architects, LLC
UNCHANGED48,72548,72500%$81.9K$115.5K+$33.6K2026-11-03
ProShare Advisors LLC
INCREASED47,22647,184+42+0%$79.3K$111.9K+$32.7K2026-10-29
Kestra Advisory Services, LLC
INCREASED35,79835,298+500+1%$59.3K$84.8K+$25.5K2026-11-02
Green Alpha Advisors, LLC
DECREASED33,428178,655-145,227-81%$300.1K$79.2K-$220.9K2026-10-08
Principal Financial Group Inc
INCREASED31,71220,581+11,131+54%$34.6K$75.2K+$40.6K2026-11-02
Venture Visionary Partners LLC
UNCHANGED30,30030,30000%$50.9K$71.8K+$20.9K2026-10-07
Clear Harbor Asset Management, LLC
UNCHANGED29,90029,90000%$50.2K$70.9K+$20.6K2026-11-05
Xponance LLC
DECREASED26,41226,878-466-2%$45.2K$62.6K+$17.4K2026-11-03
Private Wealth Partners, LLC
UNCHANGED25,00025,00000%$42.0K$59.3K+$17.3K2026-10-22
Axxcess Wealth Management, LLC
DECREASED23,98324,178-195-1%$40.6K$56.8K+$16.2K2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED15,88413,891+1,993+14%$23.3K$37.6K+$14.3K2026-11-03
StoneX Group Inc.
NEW15,315—+15,315——$24.0K—2026-11-03
IFP Advisors, Inc
DECREASED14,59918,609-4,010-22%$31.3K$34.6K+$3.3K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED14,42254,981-40,559-74%$85.8K$33.2K-$52.6K2026-10-13
Interchange Capital Partners, LLC
NEW11,736—+11,736——$27.8K—2026-10-28
Choreo, LLC
NEW11,284—+11,284——$26.7K—2026-10-28
Abel Hall, LLC
DECREASED11,27814,963-3,685-25%$25.1K$26.7K+$1.6K2026-10-19
Torrey Growth & Income Advisors
NEW10,000—+10,000——$21.7K—2026-11-04
DKM Wealth Management, Inc.
UNCHANGED10,00010,00000%$16.8K$23.7K+$6.9K2026-10-09
FNY Investment Advisers, LLC
UNCHANGED10,00010,00000%$16$23+$72026-10-16
Sterling Capital Management LLC
INCREASED9,0171,306+7,711+590%$2.2K$21.4K+$19.2K2026-10-22
GF Fund Management Co. Ltd.
INCREASED6,8856,391+494+8%$10.7K$16.3K+$5.6K2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED3,6423,64200%$6.1K$8.6K+$2.5K2026-10-20
Signaturefd, LLC
INCREASED3,6121,879+1,733+92%$3.2K$8.6K+$5.4K2026-10-23
SBI Securities Co., Ltd.
INCREASED3,2013,157+44+1%$5.3K$7.6K+$2.3K2026-10-22
Parallel Advisors, LLC
UNCHANGED3,0003,00000%$5.0K$7.1K+$2.1K2026-11-03
Hurley Capital, LLC
UNCHANGED2,9762,97600%$5.0K$7.1K+$2.1K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED2,5002,50000%$4.2K$5.9K+$1.7K2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED1,6781,67800%$2.8K$4.0K+$1.2K2026-10-16
Fifth Third Bancorp
INCREASED1,5141,508+6+0%$2.5K$3.6K+$1.1K2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED91791700%$1.5K$2.2K+$6332026-10-20
Louisbourg Investments Inc.
UNCHANGED90090000%$1.5K$2.1K+$6212026-10-20
Gamma Investing LLC
DECREASED5852,572-1,987-77%$4.3K$1.4K-$2.9K2026-10-08
Larson Financial Group LLC
UNCHANGED50050000%$840$1.2K+$3452026-11-05
Avion Wealth
UNCHANGED43543500%$0$1+$12026-11-04
US Bancorp \de\
UNCHANGED25025000%$420$593+$1732026-11-05
Farther Finance Advisors, LLC
DECREASED222274-52-19%$461$526+$652026-10-08
Hughes Financial Services, LLC
NEW191—+191——$554—2026-10-30
EverSource Wealth Advisors, LLC
DECREASED903,183-3,093-97%$5.3K$213-$5.1K2026-11-04
Covestor Ltd
DECREASED89147-58-39%$0$0$02026-10-30
Monetary Solutions, Ltd
NEW38—+38——$90—2026-10-22
Blue Trust, Inc.
NEW28—+28——$65—2026-10-15
Hartline Investment Corp/
CLOSED069,000-69,000-100%$115.9K$0-$115.9K2026-10-29
Simplex Trading, LLC
CLOSED065,659-65,659-100%$110.3K$0-$110.3K2026-11-04
State of Wyoming
CLOSED054,267-54,267-100%$91.2K$0-$91.2K2026-10-28
Brighton Jones LLC
CLOSED020,491-20,491-100%$34.4K$0-$34.4K2026-11-03
Prime Capital Investment Advisors, LLC
CLOSED019,923-19,923-100%$33.5K$0-$33.5K2026-10-20
Krilogy Financial LLC
CLOSED011,490-11,490-100%$19.3K$0-$19.3K2026-10-13
SJS Investment Consulting Inc.
CLOSED01,144-1,144-100%$1.9K$0-$1.9K2026-10-26
Fortitude Family Office, LLC
CLOSED01,131-1,131-100%$1.9K$0-$1.9K2026-10-14
Gill Capital Partners, LLC
CLOSED0800-800-100%$1.3K$0-$1.3K2026-10-13
Stone House Investment Management, LLC
CLOSED0797-797-100%$1.3K$0-$1.3K2026-10-23
Essential Partners LLC
CLOSED0570-570-100%$958$0-$9582026-10-14
True Wealth Design, LLC
CLOSED0365-365-100%$614$0-$6142026-10-13
Cassaday & Co Wealth Management LLC
CLOSED0200-200-100%$336$0-$3362026-10-27
Gen-Wealth Partners Inc
CLOSED070-70-100%$118$0-$1182026-11-04
BlackRock, Inc.
N/A—32,339,550-32,339,550-100%$54.3M———
ARK Investment Management LLC
N/A—29,781,416-29,781,416-100%$50.0M———
Softbank Group Corp.
N/A—20,451,570-20,451,570-100%$34.4M———
Vanguard Capital Management LLC
N/A—13,397,934-13,397,934-100%$22.5M———
Geode Capital Management, LLC
N/A—7,606,518-7,606,518-100%$12.8M———
Amova Asset Management Americas, Inc.
N/A—6,009,715-6,009,715-100%$10.0M———
State Street Corp
N/A—5,961,175-5,961,175-100%$10.0M———
Point72 Asset Management, L.P.
N/A—4,787,300-4,787,300-100%$8.0M———
Two Sigma Investments, LP
N/A—4,242,599-4,242,599-100%$7.1M———
D. E. Shaw & Co., Inc.
N/A—4,208,146-4,208,146-100%$7.1M———
Millennium Management LLC
N/A—3,962,442-3,962,442-100%$6.7M———
Goldman Sachs Group Inc
N/A—3,229,887-3,229,887-100%$5.4M———
Citadel Advisors LLC
N/A—2,845,903-2,845,903-100%$4.8M———
Vanguard Portfolio Management LLC
N/A—2,671,916-2,671,916-100%$4.5M———
Charles Schwab Investment Management Inc
N/A—2,652,298-2,652,298-100%$4.5M———
Northern Trust Corp
N/A—2,352,786-2,352,786-100%$4.0M———
Vanguard Fiduciary Trust Co
N/A—2,187,627-2,187,627-100%$3.7M———
Susquehanna International Group, LLP
N/A—2,129,263-2,129,263-100%$3.6M———
Longaeva Partners L.P.
N/A—2,118,231-2,118,231-100%$3.6M———
IQ EQ Fund Management (Ireland) Ltd
N/A—1,694,546-1,694,546-100%$2.8M———
Birchview Capital, LP
N/A—1,350,000-1,350,000-100%$2.3M———
Bank of America Corp
N/A—1,348,131-1,348,131-100%$2.3M———
Invesco Ltd.
N/A—1,297,091-1,297,091-100%$2.2M———
AQR Capital Management LLC
N/A—1,296,684-1,296,684-100%$2.2M———
Nuveen, LLC
N/A—1,023,113-1,023,113-100%$1.7M———
Renaissance Technologies LLC
N/A—966,200-966,200-100%$1.6M———
Hhlr Advisors, Ltd.
N/A—918,892-918,892-100%$1.5M———
UBS Group AG
N/A—893,140-893,140-100%$1.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—808,700-808,700-100%$1.4M———
Acadian Asset Management LLC
N/A—793,332-793,332-100%$1.3M———
Casdin Capital, LLC
N/A—723,767-723,767-100%$1.2M———
Tudor Investment Corp ET AL
N/A—684,707-684,707-100%$1.2M———
XTX Topco Ltd
N/A—638,882-638,882-100%$1.1M———
Numerai GP LLC
N/A—621,469-621,469-100%$1.0M———
Man Group plc
N/A—597,334-597,334-100%$1.0M———
Russell Investments Group, Ltd.
N/A—596,843-596,843-100%$1.0M———
Balyasny Asset Management L.P.
N/A—564,339-564,339-100%$948.1K———
Peak6 LLC
N/A—555,552-555,552-100%$933.3K———
Vestmark Advisory Solutions, Inc.
N/A—478,205-478,205-100%$803.4K———
Morgan Stanley
N/A—477,776-477,776-100%$802.7K———
ArrowMark Colorado Holdings LLC
N/A—468,382-468,382-100%$786.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—441,639-441,639-100%$742.0K———
Alliancebernstein L.P.
N/A—387,060-387,060-100%$510.9K———
Rhumbline Advisers
N/A—356,996-356,996-100%$599.7K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—348,324-348,324-100%$585.2K———
LPL Financial LLC
N/A—337,502-337,502-100%$567.0K———
Qube Research & Technologies Ltd
N/A—297,951-297,951-100%$500.6K———
Group One Trading LLC
N/A—290,860-290,860-100%$488.6K———
Wells Fargo & Company
N/A—283,099-283,099-100%$475.6K———
HSBC Holdings PLC
N/A—280,306-280,306-100%$462.6K———
Barclays PLC
N/A—276,988-276,988-100%$465.3K———
Water Island Capital LLC
N/A—273,666-273,666-100%$459.8K———
Deutsche Bank Ag\
N/A—267,386-267,386-100%$449.2K———
Price T Rowe Associates Inc
N/A—231,783-231,783-100%$390.0K———
Quadrature Capital Ltd
N/A—185,654-185,654-100%$311.9K———
Osaic Holdings, Inc.
N/A—164,522-164,522-100%$276.4K———
Marshall Wace, LLP
N/A—163,642-163,642-100%$274.9K———
Raymond James Financial Inc
N/A—159,749-159,749-100%$268.4K———
MetLife Investment Management, LLC
N/A—157,198-157,198-100%$264.1K———
Main Street Research LLC
N/A—152,100-152,100-100%$255.5K———
JPMorgan Chase & Co
N/A—145,948-145,948-100%$252.5K———
Voleon Capital Management LP
N/A—134,834-134,834-100%$226.5K———
Envestnet Asset Management Inc
N/A—132,926-132,926-100%$223.3K———
IEQ Capital, LLC
N/A—123,782-123,782-100%$208.0K———
Vanguard Global Advisers, LLC
N/A—121,781-121,781-100%$204.6K———
Benjamin Edwards Inc
N/A—107,715-107,715-100%$180.9K———
Kavar Capital Partners Group, LLC
N/A—103,319-103,319-100%$173.6K———
Bridgewater Associates, LP
N/A—102,761-102,761-100%$172.6K———
Gabelli Funds LLC
N/A—100,000-100,000-100%$168.0K———
Cerity Partners LLC
N/A—98,511-98,511-100%$165.5K———
New York State Common Retirement Fund
N/A—84,825-84,825-100%$142.5K———
Police & Firemen's Retirement System of New Jersey
N/A—79,955-79,955-100%$134.3K———
Manufacturers Life Insurance Company, the
N/A—75,341-75,341-100%$126.6K———
State Board of Administration of Florida Retirement System
N/A—71,941-71,941-100%$120.9K———
Stifel Financial Corp
N/A—68,249-68,249-100%$114.7K———
Intech Investment Management LLC
N/A—67,410-67,410-100%$113.2K———
SEI Investments Co
N/A—59,230-59,230-100%$99.5K———
Voya Investment Management LLC
N/A—57,145-57,145-100%$96.0K———
Captrust Financial Advisors
N/A—56,461-56,461-100%$94.9K———
Cetera Investment Advisers
N/A—54,663-54,663-100%$91.8K———
Mercer Global Advisors Inc
N/A—51,769-51,769-100%$87.0K———
BNP Paribas Financial Markets
N/A—48,539-48,539-100%$81.5K———
Prudential Financial Inc
N/A—47,487-47,487-100%$79.8K———
Engineers Gate Manager LP
N/A—45,320-45,320-100%$76.1K———
Squarepoint Ops LLC
N/A—41,776-41,776-100%$70.2K———
SG Americas Securities, LLC
N/A—41,463-41,463-100%$70.0K———
Wealthfront Advisers LLC
N/A—39,511-39,511-100%$66.4K———
Sanctuary Advisors, LLC
N/A—37,458-37,458-100%$62.9K———
Royal Bank of Canada
N/A—35,441-35,441-100%$59.0K———
Canada Life Assurance Co
N/A—34,463-34,463-100%$58.0K———
Canada Pension Plan Investment Board
N/A—33,400-33,400-100%$56.1K———
Victory Capital Management Inc
N/A—33,057-33,057-100%$55.5K———
Jane Street Group, LLC
N/A—31,971-31,971-100%$53.7K———
Sequoia Financial Advisors, LLC
N/A—31,355-31,355-100%$52.7K———
Legal & General Group Plc
N/A—27,572-27,572-100%$46.3K———
Granite Bay Wealth Management, LLC
N/A—27,517-27,517-100%$46.0K———
M&T Bank Corp
N/A—26,688-26,688-100%$44.8K———
Scientech Research LLC
N/A—26,256-26,256-100%$44.1K———
FMR LLC
N/A—25,342-25,342-100%$42.6K———
Vanguard Personalized Indexing Management, LLC
N/A—25,164-25,164-100%$42.3K———
Cresset Asset Management, LLC
N/A—23,508-23,508-100%$39.5K———
Ameritas Investment Partners, Inc.
N/A—22,894-22,894-100%$38.5K———
Pinegrove Venture Partners, LLC
N/A—20,586-20,586-100%$34.6K———
Neuberger Berman Group LLC
N/A—20,251-20,251-100%$34.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—19,000-19,000-100%$31.9K———
Insigneo Advisory Services, LLC
N/A—18,595-18,595-100%$31.2K———
Bronte Capital Management Pty Ltd.
N/A—17,881-17,881-100%$30.0K———
Arax Advisory Partners
N/A—17,775-17,775-100%$29.9K———
Private Advisor Group, LLC
N/A—17,237-17,237-100%$29.0K———
ExodusPoint Capital Management, LP
N/A—17,004-17,004-100%$28.6K———
CIBC Bancorp USA Inc.
N/A—16,193-16,193-100%$27.2K———
Quantinno Capital Management LP
N/A—15,373-15,373-100%$25.8K———
Ballentine Partners, LLC
N/A—14,386-14,386-100%$24.2K———
Farallon Capital Management, L.L.C.
N/A—14,200-14,200-100%$23.9K———
Tower Research Capital LLC (TRC)
N/A—13,784-13,784-100%$23.2K———
Bank of Montreal
N/A—13,427-13,427-100%$22.6K———
Headlands Technologies LLC
N/A—12,537-12,537-100%$21.1K———
Quantbot Technologies LP
N/A—11,949-11,949-100%$20.1K———
Merit Financial Group, LLC
N/A—11,005-11,005-100%$18.5K———
GTS Securities LLC
N/A—10,896-10,896-100%$18.3K———
Kingsview Wealth Management, LLC
N/A—10,765-10,765-100%$18.1K———
Caprock Group, LLC
N/A—10,325-10,325-100%$17.3K———
Focus Partners Wealth
N/A—10,077-10,077-100%$16.9K———
Horizon Kinetics Asset Management LLC
N/A—10,068-10,068-100%$16.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,146-9,146-100%$15.4K———
Federation des caisses Desjardins du Quebec
N/A—7,500-7,500-100%$12.6K———
Allworth Financial LP
N/A—6,809-6,809-100%$11.4K———
Twin Lakes Capital Management, LLC
N/A—5,669-5,669-100%$9.5K———
California State Teachers Retirement System
N/A—3,867-3,867-100%$6.5K———
Huntington National Bank
N/A—2,481-2,481-100%$4.2K———
Rockefeller Capital Management L.P.
N/A—2,368-2,368-100%$4.0K———
Keating Financial Advisory Services, Inc.
N/A—1,500-1,500-100%$2.5K———
Optiver Holding B.V.
N/A—1,436-1,436-100%$2.4K———
Jones Financial Companies Lllp
N/A—1,000-1,000-100%$1.7K———
Caldwell Sutter Capital, Inc.
N/A—950-950-100%$1.6K———
Smithfield Trust Co
N/A—774-774-100%$1———
Tidemark, LLC
N/A—700-700-100%$1.2K———
Core Capital Management & Research, inc.
N/A—518-518-100%$699———
Quarry LP
N/A—504-504-100%$847———
Ancora Advisors LLCA
N/A—430-430-100%$722———
National Bank of Canada
N/A—397-397-100%$663———
Cornerstone Financial Management LLC
N/A—377-377-100%$633———
Rothschild Investment LLC
N/A—323-323-100%$543———
Ameritas Advisory Services, LLC
N/A—308-308-100%$517———
Global Retirement Partners, LLC
N/A—263-263-100%$442———
VSM Wealth Advisory, LLC
N/A—241-241-100%$405———
Harbour Investments, Inc.
N/A—182-182-100%$306———
LRI Investments, LLC
N/A—170-170-100%$286———
Clearstead Advisors, LLC
N/A—104-104-100%$175———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$168———
C M Bidwell & Associates LTD
N/A—96-96-100%$161———
Transamerica Financial Advisors, LLC
N/A—95-95-100%$159———
JPL Wealth Management, LLC
N/A—40-40-100%$68———
PNC Financial Services Group, Inc.
N/A—23-23-100%$39———
Nalls Sherbakoff Group, LLC
N/A—16-16-100%$27———
Northwestern Mutual Wealth Management Co
N/A—10-10-100%$17———
Atlantic Union Bankshares Corp
N/A—5-5-100%$8———
Hantz Financial Services, Inc.
N/A—4-4-100%$0———
Showing 231 of 231 institutions