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Plains All Amer Pipeline LP (PAA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
DECREASED
Shares69,261,580 from 70,510,853
Change-1,249,273 (-2%)
Value$1.6B (+$73.3M)
Filed 2026-11-03
Fractal Investments LLC
UNCHANGED
Shares3,625,784 from 3,625,784
Change0 (0%)
Value$86.0M (+$5.3M)
Filed 2026-10-28
Miller Howard Investments Inc
INCREASED
Shares2,995,025 from 2,992,424
Change+2,601 (+0%)
Value$71.0M (+$4.4M)
Filed 2026-10-26
Chickasaw Capital Management LLC
DECREASED
Shares2,597,171 from 2,616,369
Change-19,198 (-1%)
Value$61.6M (+$61.5M)
Filed 2026-10-08
Barclays PLC
INCREASED
Shares2,391,144 from 2,334,287
Change+56,857 (+2%)
Value$56.7M (+$4.8M)
Filed 2026-11-06
Eagle Global Advisors LLC
DECREASED
Shares2,199,585 from 2,200,185
Change-600 (0%)
Value$52.2M (+$3.2M)
Filed 2026-11-02
Natixis
INCREASED
Shares1,999,700 from 50,000
Change+1,949,700 (+3899%)
Value$47.4M (+$46.3M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares1,883,707 from 1,883,597
Change+110 (+0%)
Value$44.7M (+$2.8M)
Filed 2026-11-06
Duff & Phelps Investment Management Co
UNCHANGED
Shares1,676,900 from 1,676,900
Change0 (0%)
Value$39.8M (+$2.4M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares1,102,980 from 774,913
Change+328,067 (+42%)
Value$26.2M (+$8.9M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares892,345 from 500,040
Change+392,305 (+78%)
Value$21.2M (+$10.0M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares854,098 from 834,226
Change+19,872 (+2%)
Value$20.3M (+$1.7M)
Filed 2026-11-06
Adams Asset Advisors, LLC
UNCHANGED
Shares823,061 from 823,061
Change0 (0%)
Value$19.5M (+$1.2M)
Filed 2026-10-08
Geode Capital Management, LLC
INCREASED
Shares612,559 from 553,859
Change+58,700 (+11%)
Value$14.5M (+$2.2M)
Filed 2026-11-06
Walnut Private Equity Partners, LLC
UNCHANGED
Shares602,300 from 602,300
Change0 (0%)
Value$14.3M (+$879.4K)
Filed 2026-10-14
Americana Partners, LLC
INCREASED
Shares566,593 from 565,825
Change+768 (+0%)
Value$13.4M (+$844.3K)
Filed 2026-10-28
Exchange Traded Concepts, LLC
DECREASED
Shares434,377 from 457,617
Change-23,240 (-5%)
Value$10.3M (+$116.9K)
Filed 2026-10-28
Hennessy Advisors Inc
UNCHANGED
Shares403,256 from 403,256
Change0 (0%)
Value$9.6M (+$588.8K)
Filed 2026-10-28
Maryland State Retirement & Pension System
DECREASED
Shares400,343 from 441,158
Change-40,815 (-9%)
Value$9.5M (-$324.0K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares378,493 from 1,036,399
Change-657,906 (-63%)
Value$9.0M (-$14.1M)
Filed 2026-11-04
Bfsg, LLC
DECREASED
Shares252,732 from 253,823
Change-1,091 (0%)
Value$6.0M (+$344.7K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares227,824 from 226,214
Change+1,610 (+1%)
Value$5.4M (+$368.5K)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares207,954 from 211,034
Change-3,080 (-1%)
Value$4.9M (+$235.1K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
DECREASED
Shares206,011 from 217,769
Change-11,758 (-5%)
Value$5.5M (+$109.4K)
Filed 2026-10-27
Angeles Wealth Management, LLC
DECREASED
Shares197,034 from 200,924
Change-3,890 (-2%)
Value$4.7M (+$201.1K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares194,661 from 174,921
Change+19,740 (+11%)
Value$4.8M (+$749.7K)
Filed 2026-10-13
Gilman Hill Asset Management, LLC
INCREASED
Shares182,465 from 182,065
Change+400 (+0%)
Value$4.3M (+$275.3K)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares171,879 from 109,691
Change+62,188 (+57%)
Value$4.1M (+$1.6M)
Filed 2026-10-16
Spirit of America Management Corp
UNCHANGED
Shares171,300 from 171,300
Change0 (0%)
Value$4.1M (+$250.1K)
Filed 2026-10-14
Elco Management Co., LLC
DECREASED
Shares167,422 from 174,230
Change-6,808 (-4%)
Value$4.0M (+$92.9K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares160,519 from 155,119
Change+5,400 (+3%)
Value$3.8M (+$354.6K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares154,349 from 149,373
Change+4,976 (+3%)
Value$3.7M (+$336.1K)
Filed 2026-11-02
Rydar Equities, Inc.
INCREASED
Shares151,710 from 149,464
Change+2,246 (+2%)
Value$3.7M (+$48.1K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares143,623 from 143,410
Change+213 (+0%)
Value$3.4M (+$214.4K)
Filed 2026-11-05
Clarus Group, Inc.
INCREASED
Shares127,885 from 111,303
Change+16,582 (+15%)
Value$3.0M (+$555.8K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares112,618 from 111,307
Change+1,311 (+1%)
Value$2.7M (+$193.6K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares109,440 from 114,836
Change-5,396 (-5%)
Value$2.6M (+$39.7K)
Filed 2026-11-02
Cushing Asset Management, LP dba NXG Investment Management
INCREASED
Shares107,300 from 105,300
Change+2,000 (+2%)
Value$2.5M (+$201.2K)
Filed 2026-10-26
GraniteShares Advisors LLC
DECREASED
Shares106,863 from 145,878
Change-39,015 (-27%)
Value$2.5M (-$712.5K)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares104,732 from 59,634
Change+45,098 (+76%)
Value$2.5M (+$1.1M)
Filed 2026-11-06
Bokf, NA
UNCHANGED
Shares100,720 from 100,720
Change0 (0%)
Value$2.4M (+$147.1K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares96,914 from 92,562
Change+4,352 (+5%)
Value$2.3M (+$238.4K)
Filed 2026-11-03
Wealthstar Advisors, LLC
DECREASED
Shares96,158 from 103,094
Change-6,936 (-7%)
Value$2.3M (-$14.0K)
Filed 2026-10-19
Cohen Capital Management, Inc.
UNCHANGED
Shares95,397 from 95,397
Change0 (0%)
Value$2.3M (+$139.3K)
Filed 2026-10-14
Elemental Capital Partners LLC
INCREASED
Shares90,660 from 88,760
Change+1,900 (+2%)
Value$2.2M (+$174.7K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares90,516 from 84,984
Change+5,532 (+7%)
Value$2.1K (-$1.9M)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares87,542 from 87,542
Change0 (0%)
Value$2.1M (+$127.8K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares83,518 from 84,518
Change-1,000 (-1%)
Value$2.0M (+$99.7K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares80,080 from 30,124
Change+49,956 (+166%)
Value$1.9M (+$1.2M)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares75,263 from 22,770
Change+52,493 (+231%)
Value$1.8M (+$1.3M)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares67,626 from 67,182
Change+444 (+1%)
Value$1.6M (+$108.6K)
Filed 2026-10-23
Corps Capital Advisors, LLC
UNCHANGED
Shares66,118 from 66,118
Change0 (0%)
Value$1.6M (+$96.5K)
Filed 2026-11-05
Fortem Financial Group, LLC
DECREASED
Shares63,422 from 63,547
Change-125 (0%)
Value$1.5M (+$89.8K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares61,951 from 62,409
Change-458 (-1%)
Value$1.6M (+$253.1K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares61,872 from 59,426
Change+2,446 (+4%)
Value$1.5M (+$144.8K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares61,291 from 50,885
Change+10,406 (+20%)
Value$1.5M (+$321.1K)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares60,891 from 60,291
Change+600 (+1%)
Value$1.4M (+$102.3K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares57,137 from 57,145
Change-8 (0%)
Value$1.4M (+$83.2K)
Filed 2026-11-05
Clear Trail Advisors, LLC
UNCHANGED
Shares57,047 from 57,047
Change0 (0%)
Value$1.4M (+$83.3K)
Filed 2026-10-20
Nicholas Wealth, Llc.
DECREASED
Shares55,490 from 56,633
Change-1,143 (-2%)
Value$1.3M (+$55.6K)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
DECREASED
Shares52,295 from 57,295
Change-5,000 (-9%)
Value$1.2M (-$35.0K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares51,972 from 29,646
Change+22,326 (+75%)
Value$1.2M (+$572.9K)
Filed 2026-10-08
Trust Co of Toledo NA
UNCHANGED
Shares50,162 from 50,162
Change0 (0%)
Value$1.2M (+$73.2K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
DECREASED
Shares44,225 from 44,238
Change-13 (0%)
Value$1.0M (+$64.3K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares40,900 from 40,900
Change0 (0%)
Value$970.1K (+$59.7K)
Filed 2026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares40,000 from 20,000
Change+20,000 (+100%)
Value$948.8K (+$503.6K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares38,552 from 38,552
Change0 (0%)
Value$914.5K (+$56.3K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares38,026 from 38,025
Change+1 (0%)
Value$902.0K (+$55.5K)
Filed 2026-11-04
ProShare Advisors LLC
DECREASED
Shares37,195 from 42,978
Change-5,783 (-13%)
Value$882.3K (-$74.4K)
Filed 2026-10-29
Chung Wu Investment Group, LLC
INCREASED
Shares36,779 from 35,279
Change+1,500 (+4%)
Value$872.4K (+$87.1K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares35,512 from 35,176
Change+336 (+1%)
Value$842.4K (+$59.3K)
Filed 2026-11-06
Apella Capital, LLC
DECREASED
Shares34,747 from 35,769
Change-1,022 (-3%)
Value$837.1K (+$25.8K)
Filed 2026-10-08
Spire Wealth Management
INCREASED
Shares34,627 from 32,696
Change+1,931 (+6%)
Value$821.4K (+$93.5K)
Filed 2026-10-30
Diversified Trust Co
UNCHANGED
Shares34,221 from 34,221
Change0 (0%)
Value$811.7K (+$50.0K)
Filed 2026-11-06
Manske Wealth Management
UNCHANGED
Shares34,055 from 34,055
Change0 (0%)
Value$807.8K (+$49.7K)
Filed 2026-10-26
Sippican Capital Advisors
UNCHANGED
Shares32,750 from 32,750
Change0 (0%)
Value$776.8K (+$47.8K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares31,118 from 31,835
Change-717 (-2%)
Value$738.1K (+$29.5K)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares31,079 from 31,635
Change-556 (-2%)
Value$737.2K (+$33.0K)
Filed 2026-10-28
Hartford Financial Management Inc.
UNCHANGED
Shares29,766 from 29,766
Change0 (0%)
Value$706.1K (+$43.5K)
Filed 2026-10-21
Symmetry Partners, LLC
UNCHANGED
Shares28,105 from 28,105
Change0 (0%)
Value$666.7K (+$41.0K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares27,336 from 27,163
Change+173 (+1%)
Value$648.4K (+$43.8K)
Filed 2026-10-28
First Trust Capital Management L.P.
INCREASED
Shares24,711 from 10,922
Change+13,789 (+126%)
Value$580.9K (+$337.8K)
Filed 2026-11-06
Gould Asset Management LLC
UNCHANGED
Shares24,485 from 24,485
Change0 (0%)
Value$580.8K (+$35.7K)
Filed 2026-11-06
Segment Wealth Management, LLC
UNCHANGED
Shares24,400 from 24,400
Change0 (0%)
Value$578.8K (+$35.6K)
Filed 2026-10-26
Liberty Capital Management, Inc.
UNCHANGED
Shares24,400 from 24,400
Change0 (0%)
Value$578.8K (+$35.6K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares23,494 from 15,988
Change+7,506 (+47%)
Value$557.3K (+$201.4K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares23,164 from 21,739
Change+1,425 (+7%)
Value$549.4K (+$65.5K)
Filed 2026-10-22
Westover Capital Advisors, LLC
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$545.6K (+$33.6K)
Filed 2026-10-26
Glenview Trust Co
UNCHANGED
Shares22,076 from 22,076
Change0 (0%)
Value$523.6K (+$32.2K)
Filed 2026-10-28
Naples Global Advisors, LLC
UNCHANGED
Shares22,035 from 22,035
Change0 (0%)
Value$522.7K (+$32.2K)
Filed 2026-11-05
Fulcrum Asset Management LLP
DECREASED
Shares21,750 from 22,282
Change-532 (-2%)
Value$520.5K (+$27.6K)
Filed 2026-11-04
Baldwin Wealth Partners LLC
UNCHANGED
Shares21,409 from 21,409
Change0 (0%)
Value$507.8K (+$31.3K)
Filed 2026-10-13
Atala Financial Inc
UNCHANGED
Shares21,349 from 21,349
Change0 (0%)
Value$506.4K (+$31.2K)
Filed 2026-10-22
Lee Financial Co
DECREASED
Shares21,322 from 21,976
Change-654 (-3%)
Value$505.8K (+$16.6K)
Filed 2026-10-16
Stablepoint Partners, LLC
UNCHANGED
Shares21,110 from 21,110
Change0 (0%)
Value$500.7K (+$30.8K)
Filed 2026-11-03
Venture Visionary Partners LLC
NEW
Shares20,804
Change+20,804
Value$493.5K
Filed 2026-10-07
Diligent Investors, LLC
UNCHANGED
Shares20,699 from 20,699
Change0 (0%)
Value$491.0K (+$30.2K)
Filed 2026-10-21
Samalin Investment Counsel, LLC
INCREASED
Shares19,880 from 19,532
Change+348 (+2%)
Value$471.6K (+$36.8K)
Filed 2026-10-23
Hardy Reed LLC
UNCHANGED
Shares19,700 from 19,700
Change0 (0%)
Value$467.3K (+$28.8K)
Filed 2026-11-06
Rede Wealth, LLC
UNCHANGED
Shares19,250 from 19,250
Change0 (0%)
Value$456.6K (+$28.1K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares19,239 from 23,658
Change-4,419 (-19%)
Value$456.4K (-$70.3K)
Filed 2026-10-30
Summit Securities Group LLC
INCREASED
Shares19,200 from 14,900
Change+4,300 (+29%)
Value$455.4K (+$123.8K)
Filed 2026-11-05
VestGen Advisors, LLC
UNCHANGED
Shares19,100 from 19,100
Change0 (0%)
Value$453.1K (+$27.9K)
Filed 2026-10-27
Aviance Capital Partners, LLC
INCREASED
Shares19,068 from 18,884
Change+184 (+1%)
Value$452.3K (+$31.9K)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares18,912 from 10,193
Change+8,719 (+86%)
Value$448.6K (+$221.7K)
Filed 2026-10-28
Amundi
UNCHANGED
Shares18,653 from 18,653
Change0 (0%)
Value$442.4K (+$27.2K)
Filed 2026-11-06
CFM Wealth Partners LLC
UNCHANGED
Shares18,556 from 18,556
Change0 (0%)
Value$440.1K (+$27.1K)
Filed 2026-11-05
Argyle Capital Partners, LLC
DECREASED
Shares18,500 from 21,000
Change-2,500 (-12%)
Value$438.8K (-$28.6K)
Filed 2026-10-23
Islay Capital Management, LLC
UNCHANGED
Shares18,300 from 18,300
Change0 (0%)
Value$434.1K (+$26.7K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED
Shares18,071 from 18,071
Change0 (0%)
Value$428.6K (+$26.4K)
Filed 2026-10-21
Doliver Advisors, LP
DECREASED
Shares17,648 from 17,848
Change-200 (-1%)
Value$418.6K (+$21.3K)
Filed 2026-10-01
Creekside Partners
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$415.1K (+$25.6K)
Filed 2026-11-04
R.H. Dinel Investment Counsel, Inc.
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$403.2K (+$24.8K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$391.4K (+$24.1K)
Filed 2026-11-03
GFS Advisors, LLC
UNCHANGED
Shares16,025 from 16,025
Change0 (0%)
Value$380.0K (+$376.2K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares15,968 from 15,968
Change0 (0%)
Value$384.7K (+$29.1K)
Filed 2026-10-19
Avior Wealth Management, LLC
UNCHANGED
Shares15,460 from 15,460
Change0 (0%)
Value$366.7K (+$22.6K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares15,438 from 15,204
Change+234 (+2%)
Value$366 (-$337.6K)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares15,183 from 15,183
Change0 (0%)
Value$360.1K (+$22.2K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares15,105 from 15,553
Change-448 (-3%)
Value$358.3K (+$12.1K)
Filed 2026-10-08
Ritholtz Wealth Management
UNCHANGED
Shares15,100 from 15,100
Change0 (0%)
Value$358.2K (+$22.0K)
Filed 2026-11-05
Arista Wealth Management, LLC
UNCHANGED
Shares14,600 from 14,600
Change0 (0%)
Value$346.3K (+$21.3K)
Filed 2026-10-29
Tectonic Advisors LLC
NEW
Shares14,565
Change+14,565
Value$345.5K
Filed 2026-10-22
Mattern Capital Management, LLC
UNCHANGED
Shares13,602 from 13,602
Change0 (0%)
Value$322.6K (+$19.9K)
Filed 2026-11-02
Magnus Financial Group LLC
DECREASED
Shares13,588 from 13,844
Change-256 (-2%)
Value$322.3K (+$14.1K)
Filed 2026-10-21
Lyell Wealth Management, LP
UNCHANGED
Shares13,400 from 13,400
Change0 (0%)
Value$317.8K (+$19.6K)
Filed 2026-10-30
Whalen Wealth Management Inc.
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$308.4K (+$19.0K)
Filed 2026-10-08
KWB Wealth
UNCHANGED
Shares12,547 from 12,547
Change0 (0%)
Value$297.6K (+$18.3K)
Filed 2026-10-16
Indivisible Partners
DECREASED
Shares12,478 from 212,753
Change-200,275 (-94%)
Value$296.0K (-$4.4M)
Filed 2026-10-26
Oppenheimer & Co Inc
NEW
Shares12,367
Change+12,367
Value$293.3K
Filed 2026-10-26
Ulland Investment Advisors, LLC
INCREASED
Shares12,000 from 11,500
Change+500 (+4%)
Value$285 (+$29)
Filed 2026-10-13
Eclectic Associates Inc
UNCHANGED
Shares11,918 from 11,918
Change0 (0%)
Value$282.7K (+$17.4K)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares11,843 from 11,885
Change-42 (0%)
Value$280.9K (+$16.4K)
Filed 2026-10-15
Providence Financial Advisors, LLC
DECREASED
Shares11,648 from 12,058
Change-410 (-3%)
Value$276.3K (+$7.9K)
Filed 2026-11-06
Archford Capital Strategies, LLC
UNCHANGED
Shares11,574 from 11,574
Change0 (0%)
Value$274.5K (+$16.9K)
Filed 2026-10-19
Regions Financial Corp
UNCHANGED
Shares11,295 from 11,295
Change0 (0%)
Value$267.9K (+$16.5K)
Filed 2026-11-05
Arrow Investment Advisors, LLC
INCREASED
Shares11,217 from 9,618
Change+1,599 (+17%)
Value$266.1K (+$52.0K)
Filed 2026-11-02
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares11,199 from 11,199
Change0 (0%)
Value$265.6K (+$16.4K)
Filed 2026-11-03
Plan Group Financial, LLC
INCREASED
Shares11,063 from 10,000
Change+1,063 (+11%)
Value$282.0K (+$59.4K)
Filed 2026-10-22
Adirondack Trust Co
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$256.1K (+$15.8K)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares10,434 from 10,434
Change0 (0%)
Value$247.5K (+$15.2K)
Filed 2026-11-04
Almanack Investment Partners, Llc.
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$244.3K (+$15.0K)
Filed 2026-11-03
Abel Hall, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$237.2K (+$14.6K)
Filed 2026-10-19
Obermeyer Wealth Partners
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$237.2K (+$14.6K)
Filed 2026-10-21
First National Trust Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$237.2K (+$14.6K)
Filed 2026-10-28
American National Bank & Trust
UNCHANGED
Shares9,784 from 9,784
Change0 (0%)
Value$232.1K (+$14.3K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED
Shares9,700 from 9,700
Change0 (0%)
Value$230.1K (+$14.2K)
Filed 2026-10-20
McElhenny Sheffield Capital Management, LLC
UNCHANGED
Shares9,646 from 9,646
Change0 (0%)
Value$228.8K (+$14.1K)
Filed 2026-11-06
Quantum Private Wealth, LLC
UNCHANGED
Shares9,580 from 9,580
Change0 (0%)
Value$227.2K (+$14.0K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares9,520 from 9,506
Change+14 (+0%)
Value$225.8K (+$14.2K)
Filed 2026-10-23
Aull & Monroe Investment Management Corp
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$225.3K (+$13.9K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares9,497 from 9,197
Change+300 (+3%)
Value$225.3K (+$20.5K)
Filed 2026-11-04
GoalVest Advisory LLC
UNCHANGED
Shares9,399 from 9,399
Change0 (0%)
Value$222.9K (+$13.7K)
Filed 2026-10-02
Avaii Wealth Management, LLC
NEW
Shares9,228
Change+9,228
Value$219.2K
Filed 2026-10-09
Advisor OS, LLC
UNCHANGED
Shares9,140 from 9,140
Change0 (0%)
Value$216.8K (+$13.3K)
Filed 2026-11-03
Midwest Trust Co
NEW
Shares9,088
Change+9,088
Value$215.6K
Filed 2026-10-22
Waterfront Wealth Inc.
UNCHANGED
Shares8,990 from 8,990
Change0 (0%)
Value$228.7K (-$10)
Filed 2026-11-03
Uniting Wealth Partners, LLC
NEW
Shares8,725
Change+8,725
Value$207.0K
Filed 2026-11-06
Davenport & Co LLC
NEW
Shares8,600
Change+8,600
Value$204.0K
Filed 2026-10-14
CFS Investment Advisory Services, LLC
NEW
Shares8,315
Change+8,315
Value$200.1K
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares8,118 from 5,045
Change+3,073 (+61%)
Value$192.6K (+$80.3K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$189.8K (+$11.7K)
Filed 2026-11-05
Frankly Finances, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$175.5K (+$10.8K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares6,559 from 6,559
Change0 (0%)
Value$146.0K ($0)
Filed 2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED
Shares6,122 from 6,122
Change0 (0%)
Value$145.2K (+$9.1K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares5,235
Change+5,235
Value$124.2K
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares5,076 from 5,076
Change0 (0%)
Value$120.4K (+$7.4K)
Filed 2026-10-09
S.A. Mason LLC
UNCHANGED
Shares5,052 from 5,052
Change0 (0%)
Value$119.8K (+$7.4K)
Filed 2026-10-13
Reap Financial Group, LLC
UNCHANGED
Shares4,552 from 4,552
Change0 (0%)
Value$108.0K (+$6.6K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares4,294 from 3,794
Change+500 (+13%)
Value$101.9K (+$17.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares4,080 from 4,057
Change+23 (+1%)
Value$96.8K (+$6.5K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$80.6K (+$5.0K)
Filed 2026-11-04
Hilltop National Bank
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$78.3K (+$4.8K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares3,146 from 3,146
Change0 (0%)
Value$74.6K (+$4.6K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares3,076 from 3,145
Change-69 (-2%)
Value$73.0K (+$3.0K)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$66.4K (+$4.1K)
Filed 2026-11-03
City State Bank
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$60.5K (+$3.7K)
Filed 2026-10-20
Community Bank, N.A.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$59.3K (+$3.7K)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$59.3K (+$3.7K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares2,304 from 2,304
Change0 (0%)
Value$54.7K (+$3.4K)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares2,282 from 2,288
Change-6 (0%)
Value$54.1K (+$3.2K)
Filed 2026-11-03
Madden Securities Corp
NEW
Shares2,200
Change+2,200
Value$52.2K
Filed 2026-10-27
Evermay Wealth Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$47.4K (+$2.9K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$47.4K (+$2.9K)
Filed 2026-10-27
First Horizon Corp
INCREASED
Shares1,710 from 1,623
Change+87 (+5%)
Value$40.6K (+$4.4K)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$40.3K (+$2.5K)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$37.3K (+$2.3K)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares1,500
Change+1,500
Value$35.6K
Filed 2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$33.8K (+$2.1K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$33.1K (+$2.0K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares1,275 from 1,265
Change+10 (+1%)
Value$30.2K (+$2.1K)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$29.0K (+$1.8K)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$28 (+$1)
Filed 2026-10-02
Caldwell Trust Co
DECREASED
Shares1,102 from 1,103
Change-1 (0%)
Value$26.1K (+$1.6K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares1,028
Change+1,028
Value$24.4K
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares1,000 from 1,910
Change-910 (-48%)
Value$23.7K (-$18.8K)
Filed 2026-10-15
Vima LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$23.7K (+$1.5K)
Filed 2026-10-23
Security National Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$23.7K (+$1.5K)
Filed 2026-10-26
Financial Freedom, LLC
NEW
Shares897
Change+897
Value$21.3K
Filed 2026-11-06
MTM Investment Management, LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$19.9K (+$1.2K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$17.3K (+$1.1K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$15.4K (+$949)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares639 from 514
Change+125 (+24%)
Value$15.2K (+$3.7K)
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares619
Change+619
Value$14.7K
Filed 2026-10-30
Valley National Advisers Inc
DECREASED
Shares500 from 1,000
Change-500 (-50%)
Value$11.9K (-$10.4K)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.9K (+$730)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.9K (+$730)
Filed 2026-10-23
SJS Investment Consulting Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.9K (+$730)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares495 from 486
Change+9 (+2%)
Value$12 (+$1)
Filed 2026-10-27
Mosley Wealth Management
INCREASED
Shares437 from 429
Change+8 (+2%)
Value$11.0K (+$1.4K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares437 from 434
Change+3 (+1%)
Value$10.4K (+$711)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.5K (+$584)
Filed 2026-11-02
Birchbrook, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.5K (+$584)
Filed 2026-10-14
Russell Investments Group, Ltd.
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$9.2K (+$567)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$8.8K (+$540)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$7.8K (+$482)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$3.1K (+$193)
Filed 2026-10-21
Gilpin Wealth Management, LLC
DECREASED
Shares112 from 247
Change-135 (-55%)
Value$2.7K (-$2.8K)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares109
Change+109
Value$2.6K
Filed 2026-10-21
Clearstead Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (+$146)
Filed 2026-11-06
Toth Financial Advisory Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (+$146)
Filed 2026-10-08
Montgomery Financial Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (+$146)
Filed 2026-11-03
Markowski Investments
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$649 (+$50)
Filed 2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$30 (+$2)
Filed 2026-10-07
Simplex Trading, LLC
CLOSED
Shares0 from 194,799
Change-194,799 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-04
Viewpoint Investment Partners Corp
CLOSED
Shares0 from 46,200
Change-46,200 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-26
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 14,800
Change-14,800 (-100%)
Value$0 (-$329.4K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 9,694
Change-9,694 (-100%)
Value$0 (-$215.8K)
Filed 2026-11-05
State of Wyoming
CLOSED
Shares0 from 5,971
Change-5,971 (-100%)
Value$0 (-$132.9K)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 3,807
Change-3,807 (-100%)
Value$0 (-$84.7K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$53.4K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,982
Change-1,982 (-100%)
Value$0 (-$44.1K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$23.0K)
Filed 2026-11-06
Gen-Wealth Partners Inc
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$242)
Filed 2026-10-23
Invesco Ltd.
N/A
Shares— from 33,326,777
Change-33,326,777 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 20,183,446
Change-20,183,446 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 17,708,480
Change-17,708,480 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,960,527
Change-15,960,527 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 13,603,422
Change-13,603,422 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,887,631
Change-10,887,631 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,572,985
Change-10,572,985 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 6,191,802
Change-6,191,802 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,968,377
Change-4,968,377 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,949,624
Change-3,949,624 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,781,949
Change-3,781,949 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 3,184,307
Change-3,184,307 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 2,995,408
Change-2,995,408 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,670,671
Change-2,670,671 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,462,778
Change-2,462,778 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 2,422,915
Change-2,422,915 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,979,254
Change-1,979,254 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,874,595
Change-1,874,595 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,657,477
Change-1,657,477 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,604,386
Change-1,604,386 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,512,541
Change-1,512,541 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 1,310,687
Change-1,310,687 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,264,189
Change-1,264,189 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,260,660
Change-1,260,660 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 1,230,349
Change-1,230,349 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,054,411
Change-1,054,411 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 995,956
Change-995,956 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 987,394
Change-987,394 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 863,186
Change-863,186 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 753,200
Change-753,200 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 700,847
Change-700,847 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 672,189
Change-672,189 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 660,898
Change-660,898 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 592,342
Change-592,342 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 528,931
Change-528,931 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 517,508
Change-517,508 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 450,960
Change-450,960 (-100%)
Value—
FMR LLC
N/A
Shares— from 446,981
Change-446,981 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 438,234
Change-438,234 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 421,993
Change-421,993 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 419,000
Change-419,000 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 364,794
Change-364,794 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 361,484
Change-361,484 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 281,020
Change-281,020 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 259,041
Change-259,041 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 231,686
Change-231,686 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 230,115
Change-230,115 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 220,043
Change-220,043 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 216,313
Change-216,313 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 210,249
Change-210,249 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 197,015
Change-197,015 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 180,013
Change-180,013 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 176,691
Change-176,691 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 147,028
Change-147,028 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 145,146
Change-145,146 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 145,052
Change-145,052 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 139,680
Change-139,680 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 134,897
Change-134,897 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 126,563
Change-126,563 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 123,225
Change-123,225 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 118,858
Change-118,858 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 109,773
Change-109,773 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 109,102
Change-109,102 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 107,050
Change-107,050 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 106,169
Change-106,169 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 105,324
Change-105,324 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 104,710
Change-104,710 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 98,995
Change-98,995 (-100%)
Value—
&partners
N/A
Shares— from 94,714
Change-94,714 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 92,081
Change-92,081 (-100%)
Value—
Stephens Inc
N/A
Shares— from 89,620
Change-89,620 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 89,069
Change-89,069 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 87,636
Change-87,636 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 85,800
Change-85,800 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 84,800
Change-84,800 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 82,916
Change-82,916 (-100%)
Value—
Mountain Lake Investment Management LLC
N/A
Shares— from 81,960
Change-81,960 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 72,874
Change-72,874 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 70,459
Change-70,459 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 70,004
Change-70,004 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 64,781
Change-64,781 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 63,089
Change-63,089 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 62,572
Change-62,572 (-100%)
Value—
RR Advisors, LLC
N/A
Shares— from 62,549
Change-62,549 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 60,635
Change-60,635 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 58,887
Change-58,887 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 57,145
Change-57,145 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 56,532
Change-56,532 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 56,500
Change-56,500 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 56,172
Change-56,172 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,945
Change-52,945 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 50,599
Change-50,599 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 46,634
Change-46,634 (-100%)
Value—
Blair William & Co
N/A
Shares— from 46,083
Change-46,083 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 45,348
Change-45,348 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 36,498
Change-36,498 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 35,549
Change-35,549 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 34,686
Change-34,686 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,701
Change-29,701 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 29,640
Change-29,640 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 29,239
Change-29,239 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,400
Change-28,400 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 28,357
Change-28,357 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,827
Change-27,827 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 27,017
Change-27,017 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 25,659
Change-25,659 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 25,343
Change-25,343 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,396
Change-24,396 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 24,366
Change-24,366 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 24,313
Change-24,313 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 23,629
Change-23,629 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 23,241
Change-23,241 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,279
Change-20,279 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 20,054
Change-20,054 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,090
Change-19,090 (-100%)
Value—
Commerce Bank
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 18,153
Change-18,153 (-100%)
Value—
Morgan Creek Capital Management, LLC
N/A
Shares— from 17,642
Change-17,642 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,986
Change-16,986 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 15,613
Change-15,613 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 15,457
Change-15,457 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 14,833
Change-14,833 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,753
Change-14,753 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,294
Change-14,294 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,903
Change-13,903 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 13,742
Change-13,742 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 12,989
Change-12,989 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 12,618
Change-12,618 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,591
Change-12,591 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 12,310
Change-12,310 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 12,206
Change-12,206 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,097
Change-12,097 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,719
Change-11,719 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,020
Change-11,020 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,937
Change-10,937 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,338
Change-10,338 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 9,758
Change-9,758 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 9,430
Change-9,430 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,029
Change-9,029 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,788
Change-8,788 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 961
Change-961 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 600
Change-600 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 573
Change-573 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 213
Change-213 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 200
Change-200 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Status
Alps Advisors Inc
DECREASED69,261,58070,510,853-1,249,273-2%$1.6B$1.6B+$73.3M2026-11-03
Fractal Investments LLC
UNCHANGED3,625,7843,625,78400%$80.7M$86.0M+$5.3M2026-10-28
Miller Howard Investments Inc
INCREASED2,995,0252,992,424+2,601+0%$66.6M$71.0M+$4.4M2026-10-26
Chickasaw Capital Management LLC
DECREASED2,597,1712,616,369-19,198-1%$58.2K$61.6M+$61.5M2026-10-08
Barclays PLC
INCREASED2,391,1442,334,287+56,857+2%$52.0M$56.7M+$4.8M2026-11-06
Eagle Global Advisors LLC
DECREASED2,199,5852,200,185-6000%$49.0M$52.2M+$3.2M2026-11-02
Natixis
INCREASED1,999,70050,000+1,949,700+3899%$1.1M$47.4M+$46.3M2026-11-06
Deutsche Bank Ag\
INCREASED1,883,7071,883,597+110+0%$41.9M$44.7M+$2.8M2026-11-06
Duff & Phelps Investment Management Co
UNCHANGED1,676,9001,676,90000%$37.3M$39.8M+$2.4M2026-11-06
Neos Investment Management LLC
INCREASED1,102,980774,913+328,067+42%$17.2M$26.2M+$8.9M2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED892,345500,040+392,305+78%$11.1M$21.2M+$10.0M2026-10-21
LPL Financial LLC
INCREASED854,098834,226+19,872+2%$18.6M$20.3M+$1.7M2026-11-06
Adams Asset Advisors, LLC
UNCHANGED823,061823,06100%$18.3M$19.5M+$1.2M2026-10-08
Geode Capital Management, LLC
INCREASED612,559553,859+58,700+11%$12.3M$14.5M+$2.2M2026-11-06
Walnut Private Equity Partners, LLC
UNCHANGED602,300602,30000%$13.4M$14.3M+$879.4K2026-10-14
Americana Partners, LLC
INCREASED566,593565,825+768+0%$12.6M$13.4M+$844.3K2026-10-28
Exchange Traded Concepts, LLC
DECREASED434,377457,617-23,240-5%$10.2M$10.3M+$116.9K2026-10-28
Hennessy Advisors Inc
UNCHANGED403,256403,25600%$9.0M$9.6M+$588.8K2026-10-28
Maryland State Retirement & Pension System
DECREASED400,343441,158-40,815-9%$9.8M$9.5M-$324.0K2026-11-05
Citigroup Inc
DECREASED378,4931,036,399-657,906-63%$23.1M$9.0M-$14.1M2026-11-04
Bfsg, LLC
DECREASED252,732253,823-1,0910%$5.7M$6.0M+$344.7K2026-10-30
US Bancorp \de\
INCREASED227,824226,214+1,610+1%$5.0M$5.4M+$368.5K2026-11-05
CWA Asset Management Group, LLC
DECREASED207,954211,034-3,080-1%$4.7M$4.9M+$235.1K2026-10-19
Chicago Partners Investment Group LLC
DECREASED206,011217,769-11,758-5%$5.4M$5.5M+$109.4K2026-10-27
Angeles Wealth Management, LLC
DECREASED197,034200,924-3,890-2%$4.5M$4.7M+$201.1K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED194,661174,921+19,740+11%$4.0M$4.8M+$749.7K2026-10-13
Gilman Hill Asset Management, LLC
INCREASED182,465182,065+400+0%$4.1M$4.3M+$275.3K2026-10-13
Hengehold Capital Management LLC
INCREASED171,879109,691+62,188+57%$2.4M$4.1M+$1.6M2026-10-16
Spirit of America Management Corp
UNCHANGED171,300171,30000%$3.8M$4.1M+$250.1K2026-10-14
Elco Management Co., LLC
DECREASED167,422174,230-6,808-4%$3.9M$4.0M+$92.9K2026-10-14
PNC Financial Services Group, Inc.
INCREASED160,519155,119+5,400+3%$3.5M$3.8M+$354.6K2026-11-06
Kestra Advisory Services, LLC
INCREASED154,349149,373+4,976+3%$3.3M$3.7M+$336.1K2026-11-02
Rydar Equities, Inc.
INCREASED151,710149,464+2,246+2%$3.6M$3.7M+$48.1K2026-10-13
Bank of New York Mellon Corp
INCREASED143,623143,410+213+0%$3.2M$3.4M+$214.4K2026-11-05
Clarus Group, Inc.
INCREASED127,885111,303+16,582+15%$2.5M$3.0M+$555.8K2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED112,618111,307+1,311+1%$2.5M$2.7M+$193.6K2026-10-14
Commonwealth Equity Services, LLC
DECREASED109,440114,836-5,396-5%$2.6M$2.6M+$39.7K2026-11-02
Cushing Asset Management, LP dba NXG Investment Management
INCREASED107,300105,300+2,000+2%$2.3M$2.5M+$201.2K2026-10-26
GraniteShares Advisors LLC
DECREASED106,863145,878-39,015-27%$3.2M$2.5M-$712.5K2026-10-29
Savant Capital, LLC
INCREASED104,73259,634+45,098+76%$1.4M$2.5M+$1.1M2026-11-06
Bokf, NA
UNCHANGED100,720100,72000%$2.2M$2.4M+$147.1K2026-10-27
HUB Investment Partners, LLC
INCREASED96,91492,562+4,352+5%$2.1M$2.3M+$238.4K2026-11-03
Wealthstar Advisors, LLC
DECREASED96,158103,094-6,936-7%$2.3M$2.3M-$14.0K2026-10-19
Cohen Capital Management, Inc.
UNCHANGED95,39795,39700%$2.1M$2.3M+$139.3K2026-10-14
Elemental Capital Partners LLC
INCREASED90,66088,760+1,900+2%$2.0M$2.2M+$174.7K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED90,51684,984+5,532+7%$1.9M$2.1K-$1.9M2026-11-02
Forvis Mazars Wealth Advisors, LLC
UNCHANGED87,54287,54200%$1.9M$2.1M+$127.8K2026-10-13
Lido Advisors, LLC
DECREASED83,51884,518-1,000-1%$1.9M$2.0M+$99.7K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED80,08030,124+49,956+166%$670.6K$1.9M+$1.2M2026-10-16
Independent Financial Group, LLC
INCREASED75,26322,770+52,493+231%$506.9K$1.8M+$1.3M2026-10-13
Apollon Wealth Management, LLC
INCREASED67,62667,182+444+1%$1.5M$1.6M+$108.6K2026-10-23
Corps Capital Advisors, LLC
UNCHANGED66,11866,11800%$1.5M$1.6M+$96.5K2026-11-05
Fortem Financial Group, LLC
DECREASED63,42263,547-1250%$1.4M$1.5M+$89.8K2026-10-20
Prospera Financial Services Inc
DECREASED61,95162,409-458-1%$1.4M$1.6M+$253.1K2026-11-04
Creative Planning
INCREASED61,87259,426+2,446+4%$1.3M$1.5M+$144.8K2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED61,29150,885+10,406+20%$1.1M$1.5M+$321.1K2026-10-15
Parkside Financial Bank & Trust
INCREASED60,89160,291+600+1%$1.3M$1.4M+$102.3K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED57,13757,145-80%$1.3M$1.4M+$83.2K2026-11-05
Clear Trail Advisors, LLC
UNCHANGED57,04757,04700%$1.3M$1.4M+$83.3K2026-10-20
Nicholas Wealth, Llc.
DECREASED55,49056,633-1,143-2%$1.3M$1.3M+$55.6K2026-10-26
Oppenheimer Asset Management Inc.
DECREASED52,29557,295-5,000-9%$1.3M$1.2M-$35.0K2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED51,97229,646+22,326+75%$659.9K$1.2M+$572.9K2026-10-08
Trust Co of Toledo NA
UNCHANGED50,16250,16200%$1.1M$1.2M+$73.2K2026-10-16
Steel Grove Capital Advisors, LLC
DECREASED44,22544,238-130%$984.7K$1.0M+$64.3K2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED40,90040,90000%$910.4K$970.1K+$59.7K2026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED40,00020,000+20,000+100%$445.2K$948.8K+$503.6K2026-11-06
UMB Bank, n.a.
UNCHANGED38,55238,55200%$858.2K$914.5K+$56.3K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED38,02638,025+10%$846.4K$902.0K+$55.5K2026-11-04
ProShare Advisors LLC
DECREASED37,19542,978-5,783-13%$956.7K$882.3K-$74.4K2026-10-29
Chung Wu Investment Group, LLC
INCREASED36,77935,279+1,500+4%$785.3K$872.4K+$87.1K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED35,51235,176+336+1%$783.0K$842.4K+$59.3K2026-11-06
Apella Capital, LLC
DECREASED34,74735,769-1,022-3%$811.2K$837.1K+$25.8K2026-10-08
Spire Wealth Management
INCREASED34,62732,696+1,931+6%$727.8K$821.4K+$93.5K2026-10-30
Diversified Trust Co
UNCHANGED34,22134,22100%$761.8K$811.7K+$50.0K2026-11-06
Manske Wealth Management
UNCHANGED34,05534,05500%$758.1K$807.8K+$49.7K2026-10-26
Sippican Capital Advisors
UNCHANGED32,75032,75000%$729.0K$776.8K+$47.8K2026-10-23
Keybank National Association
DECREASED31,11831,835-717-2%$708.6K$738.1K+$29.5K2026-11-04
D.A. Davidson & Co.
DECREASED31,07931,635-556-2%$704.2K$737.2K+$33.0K2026-10-28
Hartford Financial Management Inc.
UNCHANGED29,76629,76600%$662.6K$706.1K+$43.5K2026-10-21
Symmetry Partners, LLC
UNCHANGED28,10528,10500%$625.6K$666.7K+$41.0K2026-10-27
MGO One Seven LLC
INCREASED27,33627,163+173+1%$604.6K$648.4K+$43.8K2026-10-28
First Trust Capital Management L.P.
INCREASED24,71110,922+13,789+126%$243.1K$580.9K+$337.8K2026-11-06
Gould Asset Management LLC
UNCHANGED24,48524,48500%$545.0K$580.8K+$35.7K2026-11-06
Segment Wealth Management, LLC
UNCHANGED24,40024,40000%$543.1K$578.8K+$35.6K2026-10-26
Liberty Capital Management, Inc.
UNCHANGED24,40024,40000%$543.1K$578.8K+$35.6K2026-11-02
HB Wealth Management, LLC
INCREASED23,49415,988+7,506+47%$355.9K$557.3K+$201.4K2026-10-23
Brookstone Capital Management
INCREASED23,16421,739+1,425+7%$483.9K$549.4K+$65.5K2026-10-22
Westover Capital Advisors, LLC
UNCHANGED23,00023,00000%$512.0K$545.6K+$33.6K2026-10-26
Glenview Trust Co
UNCHANGED22,07622,07600%$491.4K$523.6K+$32.2K2026-10-28
Naples Global Advisors, LLC
UNCHANGED22,03522,03500%$490.5K$522.7K+$32.2K2026-11-05
Fulcrum Asset Management LLP
DECREASED21,75022,282-532-2%$492.9K$520.5K+$27.6K2026-11-04
Baldwin Wealth Partners LLC
UNCHANGED21,40921,40900%$476.6K$507.8K+$31.3K2026-10-13
Atala Financial Inc
UNCHANGED21,34921,34900%$475.2K$506.4K+$31.2K2026-10-22
Lee Financial Co
DECREASED21,32221,976-654-3%$489.2K$505.8K+$16.6K2026-10-16
Stablepoint Partners, LLC
UNCHANGED21,11021,11000%$469.9K$500.7K+$30.8K2026-11-03
Venture Visionary Partners LLC
NEW20,804—+20,804——$493.5K—2026-10-07
Diligent Investors, LLC
UNCHANGED20,69920,69900%$460.8K$491.0K+$30.2K2026-10-21
Samalin Investment Counsel, LLC
INCREASED19,88019,532+348+2%$434.8K$471.6K+$36.8K2026-10-23
Hardy Reed LLC
UNCHANGED19,70019,70000%$438.5K$467.3K+$28.8K2026-11-06
Rede Wealth, LLC
UNCHANGED19,25019,25000%$428.5K$456.6K+$28.1K2026-10-22
Truist Financial Corp
DECREASED19,23923,658-4,419-19%$526.6K$456.4K-$70.3K2026-10-30
Summit Securities Group LLC
INCREASED19,20014,900+4,300+29%$331.7K$455.4K+$123.8K2026-11-05
VestGen Advisors, LLC
UNCHANGED19,10019,10000%$425.2K$453.1K+$27.9K2026-10-27
Aviance Capital Partners, LLC
INCREASED19,06818,884+184+1%$420.4K$452.3K+$31.9K2026-10-29
Choreo, LLC
INCREASED18,91210,193+8,719+86%$226.9K$448.6K+$221.7K2026-10-28
Amundi
UNCHANGED18,65318,65300%$415.2K$442.4K+$27.2K2026-11-06
CFM Wealth Partners LLC
UNCHANGED18,55618,55600%$413.1K$440.1K+$27.1K2026-11-05
Argyle Capital Partners, LLC
DECREASED18,50021,000-2,500-12%$467.5K$438.8K-$28.6K2026-10-23
Islay Capital Management, LLC
UNCHANGED18,30018,30000%$407.4K$434.1K+$26.7K2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED18,07118,07100%$402.3K$428.6K+$26.4K2026-10-21
Doliver Advisors, LP
DECREASED17,64817,848-200-1%$397.3K$418.6K+$21.3K2026-10-01
Creekside Partners
UNCHANGED17,50017,50000%$389.6K$415.1K+$25.6K2026-11-04
R.H. Dinel Investment Counsel, Inc.
UNCHANGED17,00017,00000%$378.4K$403.2K+$24.8K2026-10-14
Avantax Planning Partners, Inc.
UNCHANGED16,50016,50000%$367.3K$391.4K+$24.1K2026-11-03
GFS Advisors, LLC
UNCHANGED16,02516,02500%$3.8K$380.0K+$376.2K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED15,96815,96800%$355.6K$384.7K+$29.1K2026-10-19
Avior Wealth Management, LLC
UNCHANGED15,46015,46000%$344.1K$366.7K+$22.6K2026-10-13
Wedbush Securities Inc
INCREASED15,43815,204+234+2%$338.0K$366-$337.6K2026-10-22
Clifford Swan Investment Counsel LLC
UNCHANGED15,18315,18300%$338.0K$360.1K+$22.2K2026-11-05
Valeo Financial Advisors, LLC
DECREASED15,10515,553-448-3%$346.2K$358.3K+$12.1K2026-10-08
Ritholtz Wealth Management
UNCHANGED15,10015,10000%$336.1K$358.2K+$22.0K2026-11-05
Arista Wealth Management, LLC
UNCHANGED14,60014,60000%$325.0K$346.3K+$21.3K2026-10-29
Tectonic Advisors LLC
NEW14,565—+14,565——$345.5K—2026-10-22
Mattern Capital Management, LLC
UNCHANGED13,60213,60200%$302.8K$322.6K+$19.9K2026-11-02
Magnus Financial Group LLC
DECREASED13,58813,844-256-2%$308.2K$322.3K+$14.1K2026-10-21
Lyell Wealth Management, LP
UNCHANGED13,40013,40000%$298.3K$317.8K+$19.6K2026-10-30
Whalen Wealth Management Inc.
UNCHANGED13,00013,00000%$289.4K$308.4K+$19.0K2026-10-08
KWB Wealth
UNCHANGED12,54712,54700%$279.3K$297.6K+$18.3K2026-10-16
Indivisible Partners
DECREASED12,478212,753-200,275-94%$4.7M$296.0K-$4.4M2026-10-26
Oppenheimer & Co Inc
NEW12,367—+12,367——$293.3K—2026-10-26
Ulland Investment Advisors, LLC
INCREASED12,00011,500+500+4%$256$285+$292026-10-13
Eclectic Associates Inc
UNCHANGED11,91811,91800%$265.3K$282.7K+$17.4K2026-10-09
Atria Investments, Inc
DECREASED11,84311,885-420%$264.6K$280.9K+$16.4K2026-10-15
Providence Financial Advisors, LLC
DECREASED11,64812,058-410-3%$268.4K$276.3K+$7.9K2026-11-06
Archford Capital Strategies, LLC
UNCHANGED11,57411,57400%$257.6K$274.5K+$16.9K2026-10-19
Regions Financial Corp
UNCHANGED11,29511,29500%$251.4K$267.9K+$16.5K2026-11-05
Arrow Investment Advisors, LLC
INCREASED11,2179,618+1,599+17%$214.1K$266.1K+$52.0K2026-11-02
W.H. Cornerstone Investments Inc.
UNCHANGED11,19911,19900%$249.3K$265.6K+$16.4K2026-11-03
Plan Group Financial, LLC
INCREASED11,06310,000+1,063+11%$222.6K$282.0K+$59.4K2026-10-22
Adirondack Trust Co
UNCHANGED10,80010,80000%$240.3K$256.1K+$15.8K2026-10-14
Beverly Hills Private Wealth, LLC
UNCHANGED10,43410,43400%$232.3K$247.5K+$15.2K2026-11-04
Almanack Investment Partners, Llc.
UNCHANGED10,30010,30000%$229.3K$244.3K+$15.0K2026-11-03
Abel Hall, LLC
UNCHANGED10,00010,00000%$222.6K$237.2K+$14.6K2026-10-19
Obermeyer Wealth Partners
UNCHANGED10,00010,00000%$222.6K$237.2K+$14.6K2026-10-21
First National Trust Co
UNCHANGED10,00010,00000%$222.6K$237.2K+$14.6K2026-10-28
American National Bank & Trust
UNCHANGED9,7849,78400%$217.8K$232.1K+$14.3K2026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED9,7009,70000%$215.9K$230.1K+$14.2K2026-10-20
McElhenny Sheffield Capital Management, LLC
UNCHANGED9,6469,64600%$214.7K$228.8K+$14.1K2026-11-06
Quantum Private Wealth, LLC
UNCHANGED9,5809,58000%$213.3K$227.2K+$14.0K2026-10-20
Sigma Planning Corp
INCREASED9,5209,506+14+0%$211.6K$225.8K+$14.2K2026-10-23
Aull & Monroe Investment Management Corp
UNCHANGED9,5009,50000%$211.5K$225.3K+$13.9K2026-10-16
Daymark Wealth Partners, LLC
INCREASED9,4979,197+300+3%$204.7K$225.3K+$20.5K2026-11-04
GoalVest Advisory LLC
UNCHANGED9,3999,39900%$209.2K$222.9K+$13.7K2026-10-02
Avaii Wealth Management, LLC
NEW9,228—+9,228——$219.2K—2026-10-09
Advisor OS, LLC
UNCHANGED9,1409,14000%$203.5K$216.8K+$13.3K2026-11-03
Midwest Trust Co
NEW9,088—+9,088——$215.6K—2026-10-22
Waterfront Wealth Inc.
UNCHANGED8,9908,99000%$228.7K$228.7K-$102026-11-03
Uniting Wealth Partners, LLC
NEW8,725—+8,725——$207.0K—2026-11-06
Davenport & Co LLC
NEW8,600—+8,600——$204.0K—2026-10-14
CFS Investment Advisory Services, LLC
NEW8,315—+8,315——$200.1K—2026-10-19
IFP Advisors, Inc
INCREASED8,1185,045+3,073+61%$112.3K$192.6K+$80.3K2026-10-16
Archer Investment Corp
UNCHANGED8,0008,00000%$178.1K$189.8K+$11.7K2026-11-05
Frankly Finances, LLC
UNCHANGED7,4007,40000%$164.7K$175.5K+$10.8K2026-10-28
Allworth Financial LP
UNCHANGED6,5596,55900%$146.0K$146.0K$02026-11-06
TD Waterhouse Canada Inc.
UNCHANGED6,1226,12200%$136.1K$145.2K+$9.1K2026-10-16
Jacobi Capital Management LLC
NEW5,235—+5,235——$124.2K—2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED5,0765,07600%$113.0K$120.4K+$7.4K2026-10-09
S.A. Mason LLC
UNCHANGED5,0525,05200%$112.5K$119.8K+$7.4K2026-10-13
Reap Financial Group, LLC
UNCHANGED4,5524,55200%$101.3K$108.0K+$6.6K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED4,2943,794+500+13%$84.5K$101.9K+$17.4K2026-11-04
Farther Finance Advisors, LLC
INCREASED4,0804,057+23+1%$90.3K$96.8K+$6.5K2026-10-08
Creative Financial Designs Inc
UNCHANGED3,4003,40000%$75.7K$80.6K+$5.0K2026-11-04
Hilltop National Bank
UNCHANGED3,3003,30000%$73.5K$78.3K+$4.8K2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED3,1463,14600%$70.0K$74.6K+$4.6K2026-10-22
Lanark Financial, Inc.
DECREASED3,0763,145-69-2%$70.0K$73.0K+$3.0K2026-10-26
Mcdonald Partners LLC
UNCHANGED2,8002,80000%$62.3K$66.4K+$4.1K2026-11-03
City State Bank
UNCHANGED2,5502,55000%$56.8K$60.5K+$3.7K2026-10-20
Community Bank, N.A.
UNCHANGED2,5002,50000%$55.6K$59.3K+$3.7K2026-11-06
Larson Financial Group LLC
UNCHANGED2,5002,50000%$55.7K$59.3K+$3.7K2026-11-05
Atwood & Palmer Inc
UNCHANGED2,3042,30400%$51.3K$54.7K+$3.4K2026-10-08
Parallel Advisors, LLC
DECREASED2,2822,288-60%$50.9K$54.1K+$3.2K2026-11-03
Madden Securities Corp
NEW2,200—+2,200——$52.2K—2026-10-27
Evermay Wealth Management LLC
UNCHANGED2,0002,00000%$44.5K$47.4K+$2.9K2026-11-05
North Star Investment Management Corp.
UNCHANGED2,0002,00000%$44.5K$47.4K+$2.9K2026-10-27
First Horizon Corp
INCREASED1,7101,623+87+5%$36.1K$40.6K+$4.4K2026-10-26
Central Trust Co
UNCHANGED1,7001,70000%$37.8K$40.3K+$2.5K2026-11-05
Mather Group, Llc.
UNCHANGED1,5741,57400%$35.0K$37.3K+$2.3K2026-10-14
Rossby Financial, LCC
NEW1,500—+1,500——$35.6K—2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED1,4231,42300%$31.7K$33.8K+$2.1K2026-11-06
Private Trust Co NA
UNCHANGED1,3951,39500%$31.1K$33.1K+$2.0K2026-10-20
Signaturefd, LLC
INCREASED1,2751,265+10+1%$28.2K$30.2K+$2.1K2026-10-23
Fifth Third Bancorp
UNCHANGED1,2211,22100%$27.2K$29.0K+$1.8K2026-11-05
CX Institutional
UNCHANGED1,2001,20000%$27$28+$12026-10-02
Caldwell Trust Co
DECREASED1,1021,103-10%$24.6K$26.1K+$1.6K2026-10-30
USA Financial Formulas
NEW1,028—+1,028——$24.4K—2026-10-16
Blue Trust, Inc.
DECREASED1,0001,910-910-48%$42.5K$23.7K-$18.8K2026-10-15
Vima LLC
UNCHANGED1,0001,00000%$22.3K$23.7K+$1.5K2026-10-23
Security National Bank
UNCHANGED1,0001,00000%$22.3K$23.7K+$1.5K2026-10-26
Financial Freedom, LLC
NEW897—+897——$21.3K—2026-11-06
MTM Investment Management, LLC
UNCHANGED84184100%$18.7K$19.9K+$1.2K2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED73073000%$16.2K$17.3K+$1.1K2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED65065000%$14.5K$15.4K+$9492026-10-20
Ascentis Independent Advisors
INCREASED639514+125+24%$11.4K$15.2K+$3.7K2026-11-03
Putney Financial Group LLC
NEW619—+619——$14.7K—2026-10-30
Valley National Advisers Inc
DECREASED5001,000-500-50%$22.3K$11.9K-$10.4K2026-10-23
Wolff Wiese Magana LLC
UNCHANGED50050000%$11.1K$11.9K+$7302026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED50050000%$11.1K$11.9K+$7302026-10-23
SJS Investment Consulting Inc.
UNCHANGED50050000%$11.1K$11.9K+$7302026-10-26
Capital Advisors, Ltd. LLC
INCREASED495486+9+2%$11$12+$12026-10-27
Mosley Wealth Management
INCREASED437429+8+2%$9.6K$11.0K+$1.4K2026-10-16
Compass Financial Management LLC
INCREASED437434+3+1%$9.7K$10.4K+$7112026-10-30
Golden State Wealth Management, LLC
UNCHANGED40040000%$8.9K$9.5K+$5842026-11-02
Birchbrook, Inc.
UNCHANGED40040000%$8.9K$9.5K+$5842026-10-14
Russell Investments Group, Ltd.
UNCHANGED38838800%$8.6K$9.2K+$5672026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED37037000%$8.2K$8.8K+$5402026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED33033000%$7.3K$7.8K+$4822026-10-23
Assetmark, Inc
UNCHANGED13213200%$2.9K$3.1K+$1932026-10-21
Gilpin Wealth Management, LLC
DECREASED112247-135-55%$5.5K$2.7K-$2.8K2026-10-09
Root Financial Partners, LLC
NEW109—+109——$2.6K—2026-10-21
Clearstead Advisors, LLC
UNCHANGED10010000%$2.2K$2.4K+$1462026-11-06
Toth Financial Advisory Corp
UNCHANGED10010000%$2.2K$2.4K+$1462026-10-08
Montgomery Financial Services LLC
UNCHANGED10010000%$2.2K$2.4K+$1462026-11-03
Markowski Investments
UNCHANGED272700%$599$649+$502026-10-30
Elevation Wealth Partners, LLC
UNCHANGED1100%$28$30+$22026-10-07
Simplex Trading, LLC
CLOSED0194,799-194,799-100%$4.3M$0-$4.3M2026-11-04
Viewpoint Investment Partners Corp
CLOSED046,200-46,200-100%$1.0M$0-$1.0M2026-10-26
Paradigm Asset Management Co LLC
CLOSED014,800-14,800-100%$329.4K$0-$329.4K2026-11-05
Confluence Wealth Services, Inc.
CLOSED09,694-9,694-100%$215.8K$0-$215.8K2026-11-05
State of Wyoming
CLOSED05,971-5,971-100%$132.9K$0-$132.9K2026-10-28
Solstein Capital, LLC
CLOSED03,807-3,807-100%$84.7K$0-$84.7K2026-11-02
International Assets Investment Management, LLC
CLOSED02,400-2,400-100%$53.4K$0-$53.4K2026-11-02
Bullseye Investment Management, LLC
CLOSED01,982-1,982-100%$44.1K$0-$44.1K2026-10-29
Institute for Wealth Management, Llc.
CLOSED01,033-1,033-100%$23.0K$0-$23.0K2026-11-06
Gen-Wealth Partners Inc
CLOSED0410-410-100%$9.1K$0-$9.1K2026-11-04
Salem Investment Counselors Inc
CLOSED0200-200-100%$4.5K$0-$4.5K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0194-194-100%$4.3K$0-$4.3K2026-10-14
LifeSteps Financial, Inc.
CLOSED0150-150-100%$3.3K$0-$3.3K2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED011-11-100%$242$0-$2422026-10-23
Invesco Ltd.
N/A—33,326,777-33,326,777-100%$741.9M———
Blackstone Inc.
N/A—20,183,446-20,183,446-100%$449.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—17,708,480-17,708,480-100%$394.2M———
Goldman Sachs Group Inc
N/A—15,960,527-15,960,527-100%$355.3M———
Tortoise Capital Advisors, L.L.C.
N/A—13,603,422-13,603,422-100%$302.8M———
Morgan Stanley
N/A—10,887,631-10,887,631-100%$242.4M———
UBS Group AG
N/A—10,572,985-10,572,985-100%$235.4M———
Kayne Anderson Capital Advisors LP
N/A—6,191,802-6,191,802-100%$137.8M———
JPMorgan Chase & Co
N/A—4,968,377-4,968,377-100%$109.9M———
Bank of America Corp
N/A—3,949,624-3,949,624-100%$87.9M———
CIBC Bancorp USA Inc.
N/A—3,781,949-3,781,949-100%$84.2M———
Berkley W R Corp
N/A—3,184,307-3,184,307-100%$70.9M———
Infrastructure Capital Advisors, LLC
N/A—2,995,408-2,995,408-100%$66.7M———
Clearbridge Investments, LLC
N/A—2,670,671-2,670,671-100%$59.4M———
BNP Paribas Financial Markets
N/A—2,462,778-2,462,778-100%$54.8M———
Brookfield Corp
N/A—2,422,915-2,422,915-100%$53.9M———
Cohen & Steers, Inc.
N/A—1,979,254-1,979,254-100%$44.1M———
HRT Financial LP
N/A—1,874,595-1,874,595-100%$41.7M———
Fayez Sarofim & Co
N/A—1,657,477-1,657,477-100%$36.9M———
State of Wisconsin Investment Board
N/A—1,604,386-1,604,386-100%$35.7M———
Westwood Holdings Group Inc
N/A—1,512,541-1,512,541-100%$33.7M———
Energy Income Partners, LLC
N/A—1,310,687-1,310,687-100%$29.2M———
Bollard Group LLC
N/A—1,264,189-1,264,189-100%$28.1M———
Wells Fargo & Company
N/A—1,260,660-1,260,660-100%$28.1M———
Longfellow Investment Management Co LLC
N/A—1,230,349-1,230,349-100%$27.4M———
Mariner, LLC
N/A—1,054,411-1,054,411-100%$23.5M———
Epoch Investment Partners, Inc.
N/A—995,956-995,956-100%$22.2M———
Citadel Advisors LLC
N/A—987,394-987,394-100%$22.0M———
Raymond James Financial Inc
N/A—863,186-863,186-100%$19.2M———
Mizuho Markets Americas LLC
N/A—753,200-753,200-100%$16.8M———
Pathstone Holdings, LLC
N/A—700,847-700,847-100%$15.6M———
Texas Yale Capital Corp.
N/A—672,189-672,189-100%$15.0M———
Focus Partners Wealth
N/A—660,898-660,898-100%$14.7M———
Waverly Advisors, LLC
N/A—592,342-592,342-100%$13.2M———
Sovereign Investment Advisors, LLC
N/A—528,931-528,931-100%$11.8M———
Royal Bank of Canada
N/A—517,508-517,508-100%$11.5M———
Advisors Asset Management, Inc.
N/A—450,960-450,960-100%$10.0M———
FMR LLC
N/A—446,981-446,981-100%$9.9M———
HighTower Advisors, LLC
N/A—438,234-438,234-100%$9.8M———
Arax Advisory Partners
N/A—421,993-421,993-100%$9.4M———
American Financial Group Inc
N/A—419,000-419,000-100%$9.3M———
Victory Capital Management Inc
N/A—364,794-364,794-100%$8.1M———
Envestnet Asset Management Inc
N/A—361,484-361,484-100%$8.0M———
Cetera Investment Advisers
N/A—281,020-281,020-100%$6.3M———
Bridges Investment Management Inc
N/A—259,041-259,041-100%$5.8M———
Stifel Financial Corp
N/A—231,686-231,686-100%$5.2M———
Rockefeller Capital Management L.P.
N/A—230,115-230,115-100%$5.1M———
BlackRock, Inc.
N/A—220,043-220,043-100%$4.9M———
Glenmede Trust Co NA
N/A—216,313-216,313-100%$4.8M———
Northern Trust Corp
N/A—210,249-210,249-100%$4.7M———
Nuveen, LLC
N/A—197,015-197,015-100%$4.4M———
Private Advisor Group, LLC
N/A—180,013-180,013-100%$4.0M———
Cresset Asset Management, LLC
N/A—176,691-176,691-100%$3.9M———
First Trust Advisors LP
N/A—147,028-147,028-100%$3.3M———
Quantinno Capital Management LP
N/A—145,146-145,146-100%$3.2M———
Neuberger Berman Group LLC
N/A—145,052-145,052-100%$3.2M———
NewEdge Advisors, LLC
N/A—139,680-139,680-100%$3.1M———
Van Eck Associates Corp
N/A—134,897-134,897-100%$3.0M———
Jump Financial, LLC
N/A—126,563-126,563-100%$2.8M———
Cerity Partners LLC
N/A—123,225-123,225-100%$2.7M———
Fort Sheridan Advisors LLC
N/A—118,858-118,858-100%$2.6M———
Oxbow Advisors, LLC
N/A—109,773-109,773-100%$2.4M———
Icon Wealth Advisors, LLC
N/A—109,102-109,102-100%$2.4M———
PFG Investments, LLC
N/A—107,050-107,050-100%$2.4M———
Aptus Capital Advisors, LLC
N/A—106,169-106,169-100%$2.4M———
Horizon Kinetics Asset Management LLC
N/A—105,324-105,324-100%$2.3M———
Dividend Assets Capital, LLC
N/A—104,710-104,710-100%$2.3M———
Treasurer of the State of North Carolina
N/A—98,995-98,995-100%$2.2M———
&partners
N/A—94,714-94,714-100%$2.1M———
Beacon Pointe Advisors, LLC
N/A—92,081-92,081-100%$2.0M———
Stephens Inc
N/A—89,620-89,620-100%$2.0M———
Two Sigma Securities, LLC
N/A—89,069-89,069-100%$2.0M———
Tidal Investments LLC
N/A—87,636-87,636-100%$2.0M———
Bluefin Capital Management, LLC
N/A—85,800-85,800-100%$1.9M———
Curi Capital, LLC
N/A—84,800-84,800-100%$1.9M———
Janney Montgomery Scott LLC
N/A—82,916-82,916-100%$1.8M———
Mountain Lake Investment Management LLC
N/A—81,960-81,960-100%$1.8M———
Captrust Financial Advisors
N/A—72,874-72,874-100%$1.6M———
Castleark Management LLC
N/A—70,459-70,459-100%$1.6M———
Independent Advisor Alliance
N/A—70,004-70,004-100%$1.6M———
Silvercrest Asset Management Group LLC
N/A—64,781-64,781-100%$1.4M———
Ameriprise Financial Inc
N/A—63,089-63,089-100%$1.4M———
Summit Financial, LLC
N/A—62,572-62,572-100%$1.4M———
RR Advisors, LLC
N/A—62,549-62,549-100%$1.4M———
Sanctuary Advisors, LLC
N/A—60,635-60,635-100%$1.3M———
Guggenheim Capital LLC
N/A—58,887-58,887-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—57,145-57,145-100%$1.3M———
Bramshill Investments, LLC
N/A—56,532-56,532-100%$1.3M———
Morse Asset Management, Inc
N/A—56,500-56,500-100%$1.3M———
Greenline Partners, LLC
N/A—56,172-56,172-100%$1.3M———
Osaic Holdings, Inc.
N/A—52,945-52,945-100%$1.2M———
Symphony Financial Services, Inc.
N/A—50,599-50,599-100%$1.1M———
Toronto Dominion Bank
N/A—50,000-50,000-100%$1.1M———
Prospect Financial Services LLC
N/A—46,634-46,634-100%$1.0M———
Blair William & Co
N/A—46,083-46,083-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—45,348-45,348-100%$1.0M———
Fidelis Capital Partners, LLC
N/A—42,000-42,000-100%$934.9K———
Harbour Investments, Inc.
N/A—36,498-36,498-100%$812.4K———
Caprock Group, LLC
N/A—35,549-35,549-100%$791.3K———
F/m Investments LLC
N/A—34,686-34,686-100%$772.3K———
Mercer Global Advisors Inc
N/A—29,701-29,701-100%$661.1K———
Pasadena Private Wealth, LLC
N/A—29,640-29,640-100%$659.8K———
Meeder Advisory Services, Inc.
N/A—29,500-29,500-100%$656.7K———
GSA Capital Partners LLP
N/A—29,239-29,239-100%$651.0K———
Steward Partners Investment Advisory, LLC
N/A—28,400-28,400-100%$632.2K———
Brown Brothers Harriman & Co
N/A—28,357-28,357-100%$631.2K———
Arkadios Wealth Advisors
N/A—27,827-27,827-100%$619.4K———
PIN OAK Investment Advisors Inc
N/A—27,017-27,017-100%$601.0K———
Cascade Financial Partners, LLC
N/A—25,659-25,659-100%$571.2K———
SEI Investments Co
N/A—25,343-25,343-100%$564.1K———
Squarepoint Ops LLC
N/A—25,100-25,100-100%$558.7K———
World Investment Advisors
N/A—24,396-24,396-100%$544.8K———
DV Trading LLC
N/A—24,366-24,366-100%$542.4K———
Mutual Advisors, LLC
N/A—24,313-24,313-100%$541.2K———
SCS Capital Management LLC
N/A—23,629-23,629-100%$526.0K———
DRW Securities, LLC
N/A—23,241-23,241-100%$517.3K———
Callahan Advisors, LLC
N/A—21,811-21,811-100%$485.5K———
MAI Capital Management
N/A—20,279-20,279-100%$451.4K———
AE Wealth Management LLC
N/A—20,054-20,054-100%$446.4K———
Evercore Wealth Management, LLC
N/A—20,000-20,000-100%$445.2K———
Equitable Holdings, Inc.
N/A—19,090-19,090-100%$424.9K———
Commerce Bank
N/A—18,626-18,626-100%$414.6K———
Annandale Capital, LLC
N/A—18,153-18,153-100%$404.0K———
Morgan Creek Capital Management, LLC
N/A—17,642-17,642-100%$392.7K———
NewEdge Wealth, LLC
N/A—16,986-16,986-100%$378.1K———
Rothschild Investment LLC
N/A—16,400-16,400-100%$365.1K———
Prasad Wealth Partners, LLC
N/A—15,613-15,613-100%$347.6K———
Chancellor Financial Group WB LP
N/A—15,457-15,457-100%$344.1K———
Jones Financial Companies Lllp
N/A—14,865-14,865-100%$324.8K———
FourThought Financial Partners, LLC
N/A—14,833-14,833-100%$330.2K———
Advisory Services Network, LLC
N/A—14,753-14,753-100%$328.4K———
Composition Wealth, LLC
N/A—14,294-14,294-100%$318.2K———
Requisite Capital Management, LLC
N/A—14,267-14,267-100%$317.6K———
Brookwood Investment Group LLC
N/A—14,000-14,000-100%$311.6K———
Principal Securities, Inc.
N/A—13,903-13,903-100%$309.5K———
Integrated Wealth Concepts LLC
N/A—13,770-13,770-100%$306.5K———
IEQ Capital, LLC
N/A—13,742-13,742-100%$305.9K———
Acadian Asset Management LLC
N/A—12,989-12,989-100%$289.0K———
Virtu Financial LLC
N/A—12,618-12,618-100%$281.0K———
Susquehanna International Group, LLP
N/A—12,591-12,591-100%$280.3K———
Hancock Whitney Corp
N/A—12,310-12,310-100%$274.0K———
Sentinel Wealth Management, Inc.
N/A—12,206-12,206-100%$271.7K———
O'shaughnessy Asset Management, LLC
N/A—12,097-12,097-100%$269.3K———
Pingora Partners LLC
N/A—12,033-12,033-100%$267.9K———
Summit Trail Advisors, LLC
N/A—11,719-11,719-100%$260.9K———
Freestone Capital Holdings, LLC
N/A—11,365-11,365-100%$253.0K———
Stonebridge Financial Group, LLC
N/A—11,020-11,020-100%$245.0K———
Kovack Advisors, Inc.
N/A—10,937-10,937-100%$243.3K———
Belpointe Asset Management LLC
N/A—10,908-10,908-100%$242.8K———
WealthTrust Axiom LLC
N/A—10,800-10,800-100%$240.4K———
Cannell & Spears LLC
N/A—10,700-10,700-100%$238.2K———
Hilltop Holdings Inc.
N/A—10,600-10,600-100%$236.0K———
Snowden Capital Advisors LLC
N/A—10,580-10,580-100%$235.5K———
Argent Trust Co
N/A—10,404-10,404-100%$231.6K———
M&T Bank Corp
N/A—10,346-10,346-100%$230.3K———
AQR Capital Management LLC
N/A—10,338-10,338-100%$230.1K———
AlTi Global, Inc.
N/A—10,000-10,000-100%$222.6K———
Caldwell Sutter Capital, Inc.
N/A—9,758-9,758-100%$217.2K———
XTX Topco Ltd
N/A—9,739-9,739-100%$216.8K———
Bank of Montreal
N/A—9,673-9,673-100%$215.3K———
Pointe Capital Management LLC
N/A—9,430-9,430-100%$209.9K———
Virtus Investment Advisers, LLC
N/A—9,090-9,090-100%$202.3K———
Global Retirement Partners, LLC
N/A—9,029-9,029-100%$201.0K———
Northwestern Mutual Wealth Management Co
N/A—8,788-8,788-100%$195.6K———
SG Americas Securities, LLC
N/A—8,108-8,108-100%$180.0K———
BFC Planning, Inc.
N/A—6,523-6,523-100%$145.2K———
Huntington National Bank
N/A—5,705-5,705-100%$127.0K———
Pinnacle Holdings, LLC
N/A—5,360-5,360-100%$119.3K———
CoreFirst Bank & Trust
N/A—5,255-5,255-100%$117.0K———
Federation des caisses Desjardins du Quebec
N/A—4,690-4,690-100%$104.4K———
Geneos Wealth Management Inc.
N/A—4,300-4,300-100%$95.7K———
Cheviot Value Management, LLC
N/A—3,540-3,540-100%$78.8K———
Burnham & Co LLC
N/A—2,500-2,500-100%$55.7K———
Aventura Private Wealth, LLC
N/A—2,357-2,357-100%$52.5K———
Tower Research Capital LLC (TRC)
N/A—2,344-2,344-100%$52.2K———
Whittier Trust Co of Nevada Inc
N/A—2,189-2,189-100%$49.6K———
Operose Advisors LLC
N/A—2,134-2,134-100%$47.5K———
IFG Advisory, LLC
N/A—1,782-1,782-100%$39.7K———
National Bank of Canada
N/A—1,610-1,610-100%$35.8K———
Keating Financial Advisory Services, Inc.
N/A—1,472-1,472-100%$32.8K———
Allied Private Wealth LLC
N/A—1,428-1,428-100%$33.0K———
Financial Life Planners
N/A—1,226-1,226-100%$27.3K———
Cbiz Investment Advisory Services, LLC
N/A—1,021-1,021-100%$22.8K———
Bogart Wealth, LLC
N/A—1,000-1,000-100%$22.3K———
Ameriflex Group, Inc.
N/A—961-961-100%$21.4K———
Fourth Dimension Wealth, LLC
N/A—800-800-100%$17.8K———
SOA Wealth Advisors, Llc.
N/A—722-722-100%$16.1K———
Osbon Capital Management LLC
N/A—681-681-100%$15.2K———
Atlantic Union Bankshares Corp
N/A—600-600-100%$13.4K———
Regatta Research & Money Management
N/A—573-573-100%$12.8K———
UBS Asset Management Americas LLC
N/A—451-451-100%$10.0K———
Quantum Portfolio Management LLC
N/A—400-400-100%$8.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—272-272-100%$6.1K———
Millstone Evans Group, LLC
N/A—240-240-100%$5.3K———
Basepoint Wealth LLC
N/A—226-226-100%$5.0K———
SHP Wealth Management
N/A—213-213-100%$4.7K———
Anchor Investment Management, LLC
N/A—203-203-100%$4.5K———
HHM Wealth Advisors, LLC
N/A—200-200-100%$4.5K———
Fiduciary Financial Advisors
N/A—200-200-100%$4.5K———
Luminist Capital LLC
N/A—131-131-100%$2.9K———
Showing 438 of 438 institutions