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Plains GP Holdings LP (PAGPEUR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Chickasaw Capital Management LLC
DECREASED
Shares8,556,202 from 8,630,172
Change-73,970 (-1%)
Value$221.6M (+$221.4M)
Filed 2026-10-08
Artemis Investment Management LLP
INCREASED
Shares6,231,288 from 5,276,057
Change+955,231 (+18%)
Value$161.4M (+$33.3M)
Filed 2026-10-08
Cushing Asset Management, LP dba NXG Investment Management
DECREASED
Shares3,745,000 from 3,795,000
Change-50,000 (-1%)
Value$97.0M (+$4.9M)
Filed 2026-10-26
Bahl & Gaynor LLC
INCREASED
Shares1,819,283 from 1,213,582
Change+605,701 (+50%)
Value$47.1M (+$17.7M)
Filed 2026-11-05
Miller Howard Investments Inc
DECREASED
Shares1,382,129 from 1,395,186
Change-13,057 (-1%)
Value$35.8M (+$1.9M)
Filed 2026-10-26
Alps Advisors Inc
INCREASED
Shares1,292,966 from 1,270,121
Change+22,845 (+2%)
Value$33.5M (+$2.7M)
Filed 2026-11-03
Simplify Asset Management Inc.
UNCHANGED
Shares1,272,360 from 1,272,360
Change0 (0%)
Value$33.0M (+$2.1M)
Filed 2026-10-27
Barclays PLC
DECREASED
Shares1,100,624 from 1,107,706
Change-7,082 (-1%)
Value$28.5M (+$1.6M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares1,002,313 from 1,052,415
Change-50,102 (-5%)
Value$26.0M (+$417.8K)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares879,003 from 935,468
Change-56,465 (-6%)
Value$22.8M (+$62.4K)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares791,383 from 500,799
Change+290,584 (+58%)
Value$20.5M (+$8.3M)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares710,338 from 810,338
Change-100,000 (-12%)
Value$18.4M (-$1.3M)
Filed 2026-10-15
Catalyst Capital Advisors LLC
DECREASED
Shares690,262 from 718,163
Change-27,901 (-4%)
Value$17.9M (+$448.0K)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares610,341 from 605,118
Change+5,223 (+1%)
Value$15.8M (+$1.1M)
Filed 2026-10-23
Storebrand Asset Management AS
UNCHANGED
Shares533,675 from 533,675
Change0 (0%)
Value$13.8M (+$869.9K)
Filed 2026-11-10
Eagle Global Advisors LLC
DECREASED
Shares526,880 from 554,560
Change-27,680 (-5%)
Value$13.6M (+$187.0K)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
DECREASED
Shares447,276 from 549,034
Change-101,758 (-19%)
Value$11.6K (-$13.3M)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
INCREASED
Shares313,851 from 313,713
Change+138 (+0%)
Value$8.1M (+$514.9K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares300,138 from 273,552
Change+26,586 (+10%)
Value$7.8M (+$1.1M)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares274,791 from 275,141
Change-350 (0%)
Value$7.1M (+$439.4K)
Filed 2026-11-02
Linscomb Wealth, Inc.
DECREASED
Shares274,419 from 279,677
Change-5,258 (-2%)
Value$7.1M (+$319.7K)
Filed 2026-11-05
Founders Capital Management
INCREASED
Shares263,657 from 258,172
Change+5,485 (+2%)
Value$6.8M (+$562.9K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares240,605 from 63,050
Change+177,555 (+282%)
Value$6.2M (+$4.7M)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares238,204 from 239,284
Change-1,080 (0%)
Value$6.2M (+$362.1K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares237,869 from 178,935
Change+58,934 (+33%)
Value$6.2M (+$1.8M)
Filed 2026-11-04
HF Advisory Group, LLC
INCREASED
Shares218,815 from 211,872
Change+6,943 (+3%)
Value$5.7M (+$525.2K)
Filed 2026-10-09
Americana Partners, LLC
UNCHANGED
Shares217,421 from 217,421
Change0 (0%)
Value$5.6M (+$354.4K)
Filed 2026-10-28
Pictet Asset Management Holding SA
NEW
Shares197,130
Change+197,130
Value$5.1M
Filed 2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares189,439 from 189,439
Change0 (0%)
Value$4.9M (+$308.8K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
INCREASED
Shares187,824 from 183,844
Change+3,980 (+2%)
Value$5.4M (+$499.0K)
Filed 2026-10-27
Exchange Traded Concepts, LLC
DECREASED
Shares184,604 from 194,490
Change-9,886 (-5%)
Value$4.8M (+$61.0K)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
DECREASED
Shares182,922 from 206,224
Change-23,302 (-11%)
Value$4.7M (-$267.4K)
Filed 2026-10-15
Heronetta Management, L.P.
UNCHANGED
Shares181,025 from 181,025
Change0 (0%)
Value$4.7M (+$295.1K)
Filed 2026-11-10
Geode Capital Management, LLC
INCREASED
Shares180,833 from 106,488
Change+74,345 (+70%)
Value$4.7M (+$2.1M)
Filed 2026-11-06
CWA Asset Management Group, LLC
INCREASED
Shares175,929 from 167,049
Change+8,880 (+5%)
Value$4.6M (+$502.3K)
Filed 2026-10-19
Central Valley Advisors, LLC
DECREASED
Shares175,365 from 175,704
Change-339 (0%)
Value$4.5M (+$277.6K)
Filed 2026-10-27
Maryland State Retirement & Pension System
DECREASED
Shares169,623 from 186,437
Change-16,814 (-9%)
Value$4.4M (-$131.6K)
Filed 2026-11-05
ProVise Management Group, LLC
DECREASED
Shares131,841 from 141,143
Change-9,302 (-7%)
Value$3.4M (-$10.9K)
Filed 2026-11-06
HighTower Advisors, LLC
DECREASED
Shares115,412 from 130,248
Change-14,836 (-11%)
Value$3.0M (-$171.9K)
Filed 2026-11-10
D.A. Davidson & Co.
DECREASED
Shares108,231 from 110,476
Change-2,245 (-2%)
Value$2.8M (+$121.9K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED
Shares104,442 from 107,159
Change-2,717 (-3%)
Value$2.7M (+$104.3K)
Filed 2026-10-08
RVW Wealth, LLC
NEW
Shares100,000
Change+100,000
Value$2.6M
Filed 2026-10-06
US Bancorp \de\
INCREASED
Shares98,866 from 95,076
Change+3,790 (+4%)
Value$2.6M (+$253.1K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares97,353 from 103,822
Change-6,469 (-6%)
Value$2.5K (-$2.5M)
Filed 2026-11-02
Angeles Wealth Management, LLC
INCREASED
Shares92,056 from 84,656
Change+7,400 (+9%)
Value$2.4M (+$329.6K)
Filed 2026-10-26
Danske Bank A/S
NEW
Shares91,947
Change+91,947
Value$2.4M
Filed 2026-11-09
Summit Securities Group LLC
INCREASED
Shares87,800 from 44,700
Change+43,100 (+96%)
Value$2.3M (+$1.2M)
Filed 2026-11-05
Ellsworth Advisors, LLC
INCREASED
Shares85,996 from 82,551
Change+3,445 (+4%)
Value$2.2M (+$155.3K)
Filed 2026-10-15
Diesslin Group, Inc.
DECREASED
Shares81,622 from 82,841
Change-1,219 (-1%)
Value$2.1M (+$103.5K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares80,633 from 52,526
Change+28,107 (+54%)
Value$2.1M (+$813.6K)
Filed 2026-10-08
Duff & Phelps Investment Management Co
DECREASED
Shares76,354 from 85,831
Change-9,477 (-11%)
Value$2.0M (-$105.5K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
DECREASED
Shares68,420 from 76,732
Change-8,312 (-11%)
Value$1.8M (-$90.2K)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares67,000 from 67,000
Change0 (0%)
Value$1.7M (+$109.2K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares58,153 from 46,454
Change+11,699 (+25%)
Value$1.5M (+$378.7K)
Filed 2026-10-30
Adams Asset Advisors, LLC
UNCHANGED
Shares57,753 from 57,753
Change0 (0%)
Value$1.5M (+$94.1K)
Filed 2026-10-08
Arizona State Retirement System
INCREASED
Shares54,340 from 53,242
Change+1,098 (+2%)
Value$1.4M (+$115.2K)
Filed 2026-11-03
Chesley Taft & Associates LLC
DECREASED
Shares53,400 from 53,900
Change-500 (-1%)
Value$1.4M (+$74.9K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares51,140 from 52,895
Change-1,755 (-3%)
Value$1.4M (+$49.6K)
Filed 2026-10-13
Spirit of America Management Corp
UNCHANGED
Shares51,000 from 51,000
Change0 (0%)
Value$1.3M (+$83.1K)
Filed 2026-10-14
Walnut Private Equity Partners, LLC
UNCHANGED
Shares51,000 from 51,000
Change0 (0%)
Value$1.3M (+$83.1K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares50,053 from 46,482
Change+3,571 (+8%)
Value$1.3M (+$168.3K)
Filed 2026-11-02
Amundi
INCREASED
Shares49,535 from 44,385
Change+5,150 (+12%)
Value$1.3M (+$205.7K)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares47,326 from 47,326
Change0 (0%)
Value$1.2M (+$77.1K)
Filed 2026-10-13
Keybank National Association
UNCHANGED
Shares46,926 from 46,926
Change0 (0%)
Value$1.2M (+$76.5K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
DECREASED
Shares44,503 from 48,140
Change-3,637 (-8%)
Value$1.2M (-$15.7K)
Filed 2026-11-05
Virginia Retirement Systems ET Al
DECREASED
Shares40,800 from 41,500
Change-700 (-2%)
Value$1.1M (+$49.5K)
Filed 2026-10-28
Leisure Capital Management
DECREASED
Shares39,373 from 39,728
Change-355 (-1%)
Value$1.0M (+$55.6K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares38,427 from 38,772
Change-345 (-1%)
Value$995.3K (+$54.3K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares37,336 from 39,290
Change-1,954 (-5%)
Value$967.0K (+$13.4K)
Filed 2026-11-06
Cowa, LLC
INCREASED
Shares34,429 from 33,870
Change+559 (+2%)
Value$891.7K (+$69.7K)
Filed 2026-10-30
Deutsche Bank Ag\
INCREASED
Shares32,773 from 20,035
Change+12,738 (+64%)
Value$848.8K (+$362.6K)
Filed 2026-11-06
First Financial Bankshares Inc
INCREASED
Shares29,067 from 28,767
Change+300 (+1%)
Value$752.8K (+$54.7K)
Filed 2026-11-10
Oppenheimer & Co Inc
DECREASED
Shares28,506 from 29,050
Change-544 (-2%)
Value$738.3K (+$33.3K)
Filed 2026-10-26
Intrua Financial, LLC
DECREASED
Shares27,953 from 28,103
Change-150 (-1%)
Value$724.0K (+$41.9K)
Filed 2026-10-28
GFS Advisors, LLC
UNCHANGED
Shares26,425 from 26,425
Change0 (0%)
Value$684.0K (+$678.2K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares23,604 from 22,434
Change+1,170 (+5%)
Value$611.3K (+$66.9K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares22,835 from 22,843
Change-8 (0%)
Value$591.4K (+$37.0K)
Filed 2026-10-29
Elco Management Co., LLC
UNCHANGED
Shares22,460 from 22,460
Change0 (0%)
Value$581.7K (+$36.6K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares21,843 from 20,345
Change+1,498 (+7%)
Value$565.7K (+$71.9K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares21,213 from 22,349
Change-1,136 (-5%)
Value$549.4K (+$7.0K)
Filed 2026-10-28
Swiss Life Asset Management Ltd
DECREASED
Shares20,558 from 21,019
Change-461 (-2%)
Value$532.5K (+$22.3K)
Filed 2026-11-03
Cullinan Associates Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$518.0K (+$32.6K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares18,815 from 19,465
Change-650 (-3%)
Value$511.2K (+$3.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares18,815 from 19,465
Change-650 (-3%)
Value$511.2K (+$3.4K)
Filed 2026-10-20
Westco Advisory Services Inc
UNCHANGED
Shares18,245 from 18,245
Change0 (0%)
Value$472.5K (+$29.7K)
Filed 2026-10-14
Formidable Asset Management, LLC
DECREASED
Shares17,960 from 18,539
Change-579 (-3%)
Value$465.2K (+$15.2K)
Filed 2026-11-03
Arista Wealth Management, LLC
UNCHANGED
Shares17,562 from 17,562
Change0 (0%)
Value$454.9K (+$28.6K)
Filed 2026-10-29
Revisor Wealth Management LLC
DECREASED
Shares17,464 from 17,524
Change-60 (0%)
Value$465.8K (+$40.5K)
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares15,809 from 18,266
Change-2,457 (-13%)
Value$409.5K (-$33.9K)
Filed 2026-10-29
IVC Wealth Advisors LLC
DECREASED
Shares15,728 from 16,099
Change-371 (-2%)
Value$407.4K (+$16.6K)
Filed 2026-10-23
SL Advisors, LLC
DECREASED
Shares15,084 from 15,450
Change-366 (-2%)
Value$390.7K (+$15.7K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
DECREASED
Shares15,071 from 16,273
Change-1,202 (-7%)
Value$390.3K (-$4.6K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares14,850 from 14,850
Change0 (0%)
Value$384.6K (+$24.2K)
Filed 2026-10-14
Kesler, Norman & Wride, LLC
INCREASED
Shares14,757 from 12,758
Change+1,999 (+16%)
Value$382.2K (+$72.6K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED
Shares14,682 from 7,843
Change+6,839 (+87%)
Value$380.3K (+$189.9K)
Filed 2026-10-29
180 Wealth Advisors, LLC
NEW
Shares14,290
Change+14,290
Value$370.1K
Filed 2026-11-03
SeaBridge Investment Advisors LLC
NEW
Shares13,407
Change+13,407
Value$347.2K
Filed 2026-11-02
iA Global Asset Management Inc.
NEW
Shares13,032
Change+13,032
Value$338
Filed 2026-10-29
Avaii Wealth Management, LLC
NEW
Shares12,660
Change+12,660
Value$329.9K
Filed 2026-10-09
Hourglass Capital, LLC
UNCHANGED
Shares12,255 from 12,255
Change0 (0%)
Value$317.4K (+$20.0K)
Filed 2026-10-26
Principle Wealth Partners LLC
UNCHANGED
Shares11,445 from 11,445
Change0 (0%)
Value$296.4K (+$18.7K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
DECREASED
Shares11,295 from 11,630
Change-335 (-3%)
Value$292.5K (+$10.3K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares10,946 from 10,634
Change+312 (+3%)
Value$283.5K (+$25.4K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
DECREASED
Shares10,747 from 11,019
Change-272 (-2%)
Value$278.3K (+$10.9K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares10,583 from 10,583
Change0 (0%)
Value$274.1K (+$17.3K)
Filed 2026-11-03
Arrow Investment Advisors, LLC
INCREASED
Shares10,295 from 8,867
Change+1,428 (+16%)
Value$266.6K (+$51.4K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares9,586 from 9,561
Change+25 (+0%)
Value$248.3K (+$16.2K)
Filed 2026-11-02
PDS Planning, Inc
UNCHANGED
Shares9,450 from 9,450
Change0 (0%)
Value$244.8K (+$15.4K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares9,415 from 8,239
Change+1,176 (+14%)
Value$243.8K (+$43.9K)
Filed 2026-11-05
Choreo, LLC
NEW
Shares9,346
Change+9,346
Value$242.1K
Filed 2026-10-28
Quartz Partners, LLC
INCREASED
Shares8,898 from 8,648
Change+250 (+3%)
Value$230.5K (+$20.6K)
Filed 2026-11-03
Venture Visionary Partners LLC
NEW
Shares8,610
Change+8,610
Value$223.0K
Filed 2026-10-07
Brucke Financial, Inc.
DECREASED
Shares8,324 from 8,325
Change-1 (0%)
Value$215.6K (+$13.5K)
Filed 2026-10-23
Advisor Resource Council
NEW
Shares8,115
Change+8,115
Value$212.4K
Filed 2026-11-05
OceanIQ Capital, LLC
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$219.4K (+$16.0K)
Filed 2026-10-19
Dudley Capital Management, LLC
NEW
Shares8,002
Change+8,002
Value$207.3K
Filed 2026-10-23
One Way Holdings LLC
DECREASED
Shares7,781 from 8,889
Change-1,108 (-12%)
Value$201.5K (-$14.2K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares5,846 from 5,211
Change+635 (+12%)
Value$151.4K (+$24.9K)
Filed 2026-10-20
General Partner, Inc.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$142.5K (+$9.0K)
Filed 2026-10-05
FNY Investment Advisers, LLC
INCREASED
Shares5,200 from 200
Change+5,000 (+2500%)
Value$134 (+$130)
Filed 2026-10-16
Plato Investment Management Ltd
DECREASED
Shares4,936 from 7,748
Change-2,812 (-36%)
Value$128.3K (-$58.6K)
Filed 2026-11-05
Virtus Advisers, LLC
DECREASED
Shares4,347 from 4,536
Change-189 (-4%)
Value$112.6K (+$2.5K)
Filed 2026-11-09
Rothwell Investment Advisors, LLC
NEW
Shares4,196
Change+4,196
Value$108.7K
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares3,693 from 3,693
Change0 (0%)
Value$89.6K ($0)
Filed 2026-11-06
Cape Investment Advisory, Inc.
DECREASED
Shares3,183 from 3,375
Change-192 (-6%)
Value$82.4K (+$529)
Filed 2026-10-13
Gamma Investing LLC
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$79.3K (+$5.0K)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$64.8K (+$4.1K)
Filed 2026-11-05
UMB Bank, n.a.
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$60.1K (+$3.8K)
Filed 2026-11-06
North Star Investment Management Corp.
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$59.6K (+$3.7K)
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares2,154
Change+2,154
Value$55.8K
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares1,905 from 1,321
Change+584 (+44%)
Value$49.3K (+$17.3K)
Filed 2026-10-20
Golden State Wealth Management, LLC
UNCHANGED
Shares1,877 from 1,877
Change0 (0%)
Value$48.6K (+$3.1K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares1,488 from 1,490
Change-2 (0%)
Value$38.5K (+$2.4K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$31.9K (+$2.0K)
Filed 2026-10-26
USA Financial Formulas
NEW
Shares892
Change+892
Value$23.1K
Filed 2026-10-16
Avion Wealth
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$21 (+$1)
Filed 2026-11-04
Hilltop National Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$20.7K (+$1.3K)
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$19.4K (+$1.2K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares743
Change+743
Value$19.2K
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$18.3K (+$1.1K)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$18.1K (+$1.1K)
Filed 2026-11-06
Pacific Center for Financial Services
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$15.5K (+$978)
Filed 2026-10-15
Markowski Investments
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$13.0K (+$815)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares437 from 430
Change+7 (+2%)
Value$11.9K (+$1.4K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares431 from 479
Change-48 (-10%)
Value$11.2K (-$460)
Filed 2026-10-26
Arlington Trust Co LLC
NEW
Shares426
Change+426
Value$11.0K
Filed 2026-10-20
Geneos Wealth Management Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$8.1K (+$509)
Filed 2026-11-09
Harbor Investment Advisory, LLC
INCREASED
Shares311 from 213
Change+98 (+46%)
Value$8.1K (+$2.9K)
Filed 2026-10-13
American National Bank & Trust
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.8K (+$489)
Filed 2026-10-07
Rosenberg Matthew Hamilton
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$6.4K (+$402)
Filed 2026-10-05
Harbour Investments, Inc.
DECREASED
Shares246 from 566
Change-320 (-57%)
Value$6.4K (-$7.4K)
Filed 2026-11-09
Financial Consulate, Inc
DECREASED
Shares245 from 490
Change-245 (-50%)
Value$6.3K (-$5.5K)
Filed 2026-10-23
Blue Trust, Inc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$6.3K (+$396)
Filed 2026-10-15
Concord Wealth Partners
DECREASED
Shares233 from 234
Change-1 (0%)
Value$6.0K (+$356)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares166 from 163
Change+3 (+2%)
Value$4.3K (+$335)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$4.3K (+$270)
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares160
Change+160
Value$4.1K
Filed 2026-10-29
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares134
Change+134
Value$3.5K
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares132 from 130
Change+2 (+2%)
Value$3.4K (+$266)
Filed 2026-11-05
Hantz Financial Services, Inc.
NEW
Shares122
Change+122
Value$3
Filed 2026-11-09
Entrust Financial LLC
NEW
Shares100
Change+100
Value$2.6K
Filed 2026-11-04
IFS Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.6K (+$163)
Filed 2026-10-14
Bell Investment Advisors, Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$2.5K (+$158)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$2.2K (+$140)
Filed 2026-11-04
First Horizon Corp
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$2.1K (+$132)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.7K (+$105)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.6K (+$98)
Filed 2026-10-15
New England Capital Financial Advisors LLC
INCREASED
Shares50 from 40
Change+10 (+25%)
Value$1.3K (+$324)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.2K (+$76)
Filed 2026-10-15
Godfrey Financial Associates, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$958 (+$60)
Filed 2026-11-10
Hara Capital LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$648 (+$41)
Filed 2026-10-30
SBI Securities Co., Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$78 (+$5)
Filed 2026-10-22
Indivisible Partners
CLOSED
Shares0 from 387,025
Change-387,025 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 257,578
Change-257,578 (-100%)
Value$0 (-$6.3M)
Filed 2026-11-05
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 16,837
Change-16,837 (-100%)
Value$0 (-$408.6K)
Filed 2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 13,266
Change-13,266 (-100%)
Value$0 (-$322.0K)
Filed 2026-10-22
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 12,990
Change-12,990 (-100%)
Value$0 (-$315.3K)
Filed 2026-10-16
Harbour Trust & Investment Management Co
CLOSED
Shares0 from 9,408
Change-9,408 (-100%)
Value$0 (-$228.3K)
Filed 2026-10-28
Fulcrum Asset Management LLP
CLOSED
Shares0 from 8,980
Change-8,980 (-100%)
Value$0 (-$216.4K)
Filed 2026-11-04
State of Wyoming
CLOSED
Shares0 from 5,558
Change-5,558 (-100%)
Value$0 (-$134.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,417
Change-2,417 (-100%)
Value$0 (-$58.7K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-26
City State Bank
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-15
Valley National Advisers Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-23
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 11,116,796
Change-11,116,796 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 9,045,863
Change-9,045,863 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 8,930,864
Change-8,930,864 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,199,867
Change-7,199,867 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 6,854,964
Change-6,854,964 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,556,006
Change-6,556,006 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,423,183
Change-4,423,183 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 4,207,381
Change-4,207,381 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,865,600
Change-3,865,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,489,870
Change-3,489,870 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,280,555
Change-3,280,555 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,942,570
Change-2,942,570 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,904,729
Change-2,904,729 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,854,795
Change-2,854,795 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,283,853
Change-2,283,853 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,031,022
Change-2,031,022 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,012,334
Change-2,012,334 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 1,921,458
Change-1,921,458 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,900,132
Change-1,900,132 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,860,469
Change-1,860,469 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 1,791,325
Change-1,791,325 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,577,575
Change-1,577,575 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,500,302
Change-1,500,302 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 1,354,670
Change-1,354,670 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,342,670
Change-1,342,670 (-100%)
Value—
Propel Bio Management, LLC
N/A
Shares— from 1,272,360
Change-1,272,360 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,132,344
Change-1,132,344 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,105,491
Change-1,105,491 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,102,100
Change-1,102,100 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 989,667
Change-989,667 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 941,788
Change-941,788 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 899,024
Change-899,024 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 834,230
Change-834,230 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 821,087
Change-821,087 (-100%)
Value—
RR Advisors, LLC
N/A
Shares— from 787,888
Change-787,888 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 711,851
Change-711,851 (-100%)
Value—
State Street Corp
N/A
Shares— from 692,771
Change-692,771 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 678,784
Change-678,784 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 650,309
Change-650,309 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 613,587
Change-613,587 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 537,382
Change-537,382 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 418,496
Change-418,496 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 408,331
Change-408,331 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 403,425
Change-403,425 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 403,349
Change-403,349 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 395,551
Change-395,551 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 394,010
Change-394,010 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 393,048
Change-393,048 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 387,134
Change-387,134 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 375,055
Change-375,055 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 340,000
Change-340,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 308,426
Change-308,426 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 300,652
Change-300,652 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 290,543
Change-290,543 (-100%)
Value—
Stephens Inc
N/A
Shares— from 272,454
Change-272,454 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 268,970
Change-268,970 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 261,435
Change-261,435 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 255,000
Change-255,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 249,530
Change-249,530 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 216,693
Change-216,693 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 197,711
Change-197,711 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 188,517
Change-188,517 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 182,822
Change-182,822 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 179,436
Change-179,436 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 178,200
Change-178,200 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 170,039
Change-170,039 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 162,324
Change-162,324 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 161,791
Change-161,791 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 146,133
Change-146,133 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 141,411
Change-141,411 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 132,084
Change-132,084 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 131,918
Change-131,918 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 131,061
Change-131,061 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 120,472
Change-120,472 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 112,237
Change-112,237 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 103,411
Change-103,411 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 99,914
Change-99,914 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 97,643
Change-97,643 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 91,117
Change-91,117 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 90,500
Change-90,500 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 89,751
Change-89,751 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 87,746
Change-87,746 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 87,393
Change-87,393 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 79,679
Change-79,679 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 78,532
Change-78,532 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 76,580
Change-76,580 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 70,234
Change-70,234 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 68,848
Change-68,848 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 64,696
Change-64,696 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 57,073
Change-57,073 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 49,323
Change-49,323 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 49,043
Change-49,043 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 43,700
Change-43,700 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 43,347
Change-43,347 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,616
Change-42,616 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 42,059
Change-42,059 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 41,327
Change-41,327 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 41,304
Change-41,304 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,915
Change-40,915 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 40,167
Change-40,167 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 38,983
Change-38,983 (-100%)
Value—
&partners
N/A
Shares— from 35,606
Change-35,606 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 33,080
Change-33,080 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 31,754
Change-31,754 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 30,562
Change-30,562 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,950
Change-29,950 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 29,576
Change-29,576 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 27,327
Change-27,327 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 26,197
Change-26,197 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 26,114
Change-26,114 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 25,816
Change-25,816 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,196
Change-25,196 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 24,253
Change-24,253 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 23,949
Change-23,949 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 23,450
Change-23,450 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 23,072
Change-23,072 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 22,055
Change-22,055 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,441
Change-21,441 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,668
Change-20,668 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 18,125
Change-18,125 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 17,642
Change-17,642 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 17,549
Change-17,549 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 16,275
Change-16,275 (-100%)
Value—
Palo Duro Investment Partners, LP
N/A
Shares— from 16,170
Change-16,170 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 15,576
Change-15,576 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,408
Change-15,408 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,530
Change-14,530 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,091
Change-14,091 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
Allstate Corp
N/A
Shares— from 13,223
Change-13,223 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 13,002
Change-13,002 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 12,983
Change-12,983 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 12,432
Change-12,432 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,243
Change-12,243 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 11,846
Change-11,846 (-100%)
Value—
Amplify Investments, LLC
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,880
Change-10,880 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 10,154
Change-10,154 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 9,291
Change-9,291 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,662
Change-7,662 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 990
Change-990 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 207
Change-207 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 135
Change-135 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Status
Chickasaw Capital Management LLC
DECREASED8,556,2028,630,172-73,970-1%$209.5K$221.6M+$221.4M2026-10-08
Artemis Investment Management LLP
INCREASED6,231,2885,276,057+955,231+18%$128.0M$161.4M+$33.3M2026-10-08
Cushing Asset Management, LP dba NXG Investment Management
DECREASED3,745,0003,795,000-50,000-1%$92.1M$97.0M+$4.9M2026-10-26
Bahl & Gaynor LLC
INCREASED1,819,2831,213,582+605,701+50%$29.5M$47.1M+$17.7M2026-11-05
Miller Howard Investments Inc
DECREASED1,382,1291,395,186-13,057-1%$33.9M$35.8M+$1.9M2026-10-26
Alps Advisors Inc
INCREASED1,292,9661,270,121+22,845+2%$30.8M$33.5M+$2.7M2026-11-03
Simplify Asset Management Inc.
UNCHANGED1,272,3601,272,36000%$30.9M$33.0M+$2.1M2026-10-27
Barclays PLC
DECREASED1,100,6241,107,706-7,082-1%$26.9M$28.5M+$1.6M2026-11-06
LPL Financial LLC
DECREASED1,002,3131,052,415-50,102-5%$25.5M$26.0M+$417.8K2026-11-06
MacKenzie Financial Corp
DECREASED879,003935,468-56,465-6%$22.7M$22.8M+$62.4K2026-11-02
Neos Investment Management LLC
INCREASED791,383500,799+290,584+58%$12.2M$20.5M+$8.3M2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED710,338810,338-100,000-12%$19.7M$18.4M-$1.3M2026-10-15
Catalyst Capital Advisors LLC
DECREASED690,262718,163-27,901-4%$17.4M$17.9M+$448.0K2026-11-02
Evergreen Capital Management LLC
INCREASED610,341605,118+5,223+1%$14.7M$15.8M+$1.1M2026-10-23
Storebrand Asset Management AS
UNCHANGED533,675533,67500%$13.0M$13.8M+$869.9K2026-11-10
Eagle Global Advisors LLC
DECREASED526,880554,560-27,680-5%$13.5M$13.6M+$187.0K2026-11-02
Thompson Siegel & Walmsley LLC
DECREASED447,276549,034-101,758-19%$13.3M$11.6K-$13.3M2026-11-05
Gilman Hill Asset Management, LLC
INCREASED313,851313,713+138+0%$7.6M$8.1M+$514.9K2026-10-13
Assetmark, Inc
INCREASED300,138273,552+26,586+10%$6.6M$7.8M+$1.1M2026-10-21
Kestra Advisory Services, LLC
DECREASED274,791275,141-3500%$6.7M$7.1M+$439.4K2026-11-02
Linscomb Wealth, Inc.
DECREASED274,419279,677-5,258-2%$6.8M$7.1M+$319.7K2026-11-05
Founders Capital Management
INCREASED263,657258,172+5,485+2%$6.3M$6.8M+$562.9K2026-10-13
Russell Investments Group, Ltd.
INCREASED240,60563,050+177,555+282%$1.5M$6.2M+$4.7M2026-11-06
Moors & Cabot, Inc.
DECREASED238,204239,284-1,0800%$5.8M$6.2M+$362.1K2026-11-06
Citigroup Inc
INCREASED237,869178,935+58,934+33%$4.3M$6.2M+$1.8M2026-11-04
HF Advisory Group, LLC
INCREASED218,815211,872+6,943+3%$5.1M$5.7M+$525.2K2026-10-09
Americana Partners, LLC
UNCHANGED217,421217,42100%$5.3M$5.6M+$354.4K2026-10-28
Pictet Asset Management Holding SA
NEW197,130—+197,130——$5.1M—2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED189,439189,43900%$4.6M$4.9M+$308.8K2026-10-30
Chicago Partners Investment Group LLC
INCREASED187,824183,844+3,980+2%$4.9M$5.4M+$499.0K2026-10-27
Exchange Traded Concepts, LLC
DECREASED184,604194,490-9,886-5%$4.7M$4.8M+$61.0K2026-10-28
Fort Washington Investment Advisors Inc
DECREASED182,922206,224-23,302-11%$5.0M$4.7M-$267.4K2026-10-15
Heronetta Management, L.P.
UNCHANGED181,025181,02500%$4.4M$4.7M+$295.1K2026-11-10
Geode Capital Management, LLC
INCREASED180,833106,488+74,345+70%$2.6M$4.7M+$2.1M2026-11-06
CWA Asset Management Group, LLC
INCREASED175,929167,049+8,880+5%$4.1M$4.6M+$502.3K2026-10-19
Central Valley Advisors, LLC
DECREASED175,365175,704-3390%$4.3M$4.5M+$277.6K2026-10-27
Maryland State Retirement & Pension System
DECREASED169,623186,437-16,814-9%$4.5M$4.4M-$131.6K2026-11-05
ProVise Management Group, LLC
DECREASED131,841141,143-9,302-7%$3.4M$3.4M-$10.9K2026-11-06
HighTower Advisors, LLC
DECREASED115,412130,248-14,836-11%$3.2M$3.0M-$171.9K2026-11-10
D.A. Davidson & Co.
DECREASED108,231110,476-2,245-2%$2.7M$2.8M+$121.9K2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED104,442107,159-2,717-3%$2.6M$2.7M+$104.3K2026-10-08
RVW Wealth, LLC
NEW100,000—+100,000——$2.6M—2026-10-06
US Bancorp \de\
INCREASED98,86695,076+3,790+4%$2.3M$2.6M+$253.1K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED97,353103,822-6,469-6%$2.5M$2.5K-$2.5M2026-11-02
Angeles Wealth Management, LLC
INCREASED92,05684,656+7,400+9%$2.1M$2.4M+$329.6K2026-10-26
Danske Bank A/S
NEW91,947—+91,947——$2.4M—2026-11-09
Summit Securities Group LLC
INCREASED87,80044,700+43,100+96%$1.1M$2.3M+$1.2M2026-11-05
Ellsworth Advisors, LLC
INCREASED85,99682,551+3,445+4%$2.1M$2.2M+$155.3K2026-10-15
Diesslin Group, Inc.
DECREASED81,62282,841-1,219-1%$2.0M$2.1M+$103.5K2026-10-14
Farther Finance Advisors, LLC
INCREASED80,63352,526+28,107+54%$1.3M$2.1M+$813.6K2026-10-08
Duff & Phelps Investment Management Co
DECREASED76,35485,831-9,477-11%$2.1M$2.0M-$105.5K2026-11-06
State of New Jersey Common Pension Fund D
DECREASED68,42076,732-8,312-11%$1.9M$1.8M-$90.2K2026-11-05
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED67,00067,00000%$1.6M$1.7M+$109.2K2026-10-29
Truist Financial Corp
INCREASED58,15346,454+11,699+25%$1.1M$1.5M+$378.7K2026-10-30
Adams Asset Advisors, LLC
UNCHANGED57,75357,75300%$1.4M$1.5M+$94.1K2026-10-08
Arizona State Retirement System
INCREASED54,34053,242+1,098+2%$1.3M$1.4M+$115.2K2026-11-03
Chesley Taft & Associates LLC
DECREASED53,40053,900-500-1%$1.3M$1.4M+$74.9K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED51,14052,895-1,755-3%$1.3M$1.4M+$49.6K2026-10-13
Spirit of America Management Corp
UNCHANGED51,00051,00000%$1.2M$1.3M+$83.1K2026-10-14
Walnut Private Equity Partners, LLC
UNCHANGED51,00051,00000%$1.2M$1.3M+$83.1K2026-10-14
Commonwealth Equity Services, LLC
INCREASED50,05346,482+3,571+8%$1.1M$1.3M+$168.3K2026-11-02
Amundi
INCREASED49,53544,385+5,150+12%$1.1M$1.3M+$205.7K2026-11-06
Forvis Mazars Wealth Advisors, LLC
UNCHANGED47,32647,32600%$1.1M$1.2M+$77.1K2026-10-13
Keybank National Association
UNCHANGED46,92646,92600%$1.1M$1.2M+$76.5K2026-11-04
Marks Group Wealth Management, Inc
DECREASED44,50348,140-3,637-8%$1.2M$1.2M-$15.7K2026-11-05
Virginia Retirement Systems ET Al
DECREASED40,80041,500-700-2%$1.0M$1.1M+$49.5K2026-10-28
Leisure Capital Management
DECREASED39,37339,728-355-1%$964.2K$1.0M+$55.6K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED38,42738,772-345-1%$941.0K$995.3K+$54.3K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED37,33639,290-1,954-5%$953.6K$967.0K+$13.4K2026-11-06
Cowa, LLC
INCREASED34,42933,870+559+2%$822.0K$891.7K+$69.7K2026-10-30
Deutsche Bank Ag\
INCREASED32,77320,035+12,738+64%$486.3K$848.8K+$362.6K2026-11-06
First Financial Bankshares Inc
INCREASED29,06728,767+300+1%$698.2K$752.8K+$54.7K2026-11-10
Oppenheimer & Co Inc
DECREASED28,50629,050-544-2%$705.0K$738.3K+$33.3K2026-10-26
Intrua Financial, LLC
DECREASED27,95328,103-150-1%$682.1K$724.0K+$41.9K2026-10-28
GFS Advisors, LLC
UNCHANGED26,42526,42500%$5.8K$684.0K+$678.2K2026-11-03
Independent Financial Group, LLC
INCREASED23,60422,434+1,170+5%$544.5K$611.3K+$66.9K2026-10-13
Vise Technologies, Inc.
DECREASED22,83522,843-80%$554.4K$591.4K+$37.0K2026-10-29
Elco Management Co., LLC
UNCHANGED22,46022,46000%$545.1K$581.7K+$36.6K2026-10-14
Creative Planning
INCREASED21,84320,345+1,498+7%$493.8K$565.7K+$71.9K2026-11-02
MGO One Seven LLC
DECREASED21,21322,349-1,136-5%$542.4K$549.4K+$7.0K2026-10-28
Swiss Life Asset Management Ltd
DECREASED20,55821,019-461-2%$510.1K$532.5K+$22.3K2026-11-03
Cullinan Associates Inc
UNCHANGED20,00020,00000%$485.4K$518.0K+$32.6K2026-11-03
Diversify Advisory Services, LLC
DECREASED18,81519,465-650-3%$507.8K$511.2K+$3.4K2026-10-20
Diversify Wealth Management, LLC
DECREASED18,81519,465-650-3%$507.8K$511.2K+$3.4K2026-10-20
Westco Advisory Services Inc
UNCHANGED18,24518,24500%$442.8K$472.5K+$29.7K2026-10-14
Formidable Asset Management, LLC
DECREASED17,96018,539-579-3%$449.9K$465.2K+$15.2K2026-11-03
Arista Wealth Management, LLC
UNCHANGED17,56217,56200%$426.2K$454.9K+$28.6K2026-10-29
Revisor Wealth Management LLC
DECREASED17,46417,524-600%$425.3K$465.8K+$40.5K2026-10-20
ProShare Advisors LLC
DECREASED15,80918,266-2,457-13%$443.3K$409.5K-$33.9K2026-10-29
IVC Wealth Advisors LLC
DECREASED15,72816,099-371-2%$390.7K$407.4K+$16.6K2026-10-23
SL Advisors, LLC
DECREASED15,08415,450-366-2%$375.0K$390.7K+$15.7K2026-10-13
Alliance Wealth Advisors, LLC
DECREASED15,07116,273-1,202-7%$394.9K$390.3K-$4.6K2026-10-14
Wealth Alliance Advisory Group, LLC
UNCHANGED14,85014,85000%$360.4K$384.6K+$24.2K2026-10-14
Kesler, Norman & Wride, LLC
INCREASED14,75712,758+1,999+16%$309.6K$382.2K+$72.6K2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED14,6827,843+6,839+87%$190.4K$380.3K+$189.9K2026-10-29
180 Wealth Advisors, LLC
NEW14,290—+14,290——$370.1K—2026-11-03
SeaBridge Investment Advisors LLC
NEW13,407—+13,407——$347.2K—2026-11-02
iA Global Asset Management Inc.
NEW13,032—+13,032——$338—2026-10-29
Avaii Wealth Management, LLC
NEW12,660—+12,660——$329.9K—2026-10-09
Hourglass Capital, LLC
UNCHANGED12,25512,25500%$297.4K$317.4K+$20.0K2026-10-26
Principle Wealth Partners LLC
UNCHANGED11,44511,44500%$277.8K$296.4K+$18.7K2026-11-02
Tred Avon Family Wealth, LLC
DECREASED11,29511,630-335-3%$282.3K$292.5K+$10.3K2026-10-20
Atria Investments, Inc
INCREASED10,94610,634+312+3%$258.1K$283.5K+$25.4K2026-10-15
Fiduciary Financial Group, LLC
DECREASED10,74711,019-272-2%$267.4K$278.3K+$10.9K2026-10-13
W.H. Cornerstone Investments Inc.
UNCHANGED10,58310,58300%$256.8K$274.1K+$17.3K2026-11-03
Arrow Investment Advisors, LLC
INCREASED10,2958,867+1,428+16%$215.2K$266.6K+$51.4K2026-11-02
Platform Technology Partners
INCREASED9,5869,561+25+0%$232.1K$248.3K+$16.2K2026-11-02
PDS Planning, Inc
UNCHANGED9,4509,45000%$229.4K$244.8K+$15.4K2026-11-03
Rossby Financial, LCC
INCREASED9,4158,239+1,176+14%$200.0K$243.8K+$43.9K2026-11-05
Choreo, LLC
NEW9,346—+9,346——$242.1K—2026-10-28
Quartz Partners, LLC
INCREASED8,8988,648+250+3%$209.9K$230.5K+$20.6K2026-11-03
Venture Visionary Partners LLC
NEW8,610—+8,610——$223.0K—2026-10-07
Brucke Financial, Inc.
DECREASED8,3248,325-10%$202.0K$215.6K+$13.5K2026-10-23
Advisor Resource Council
NEW8,115—+8,115——$212.4K—2026-11-05
OceanIQ Capital, LLC
UNCHANGED8,1008,10000%$203.4K$219.4K+$16.0K2026-10-19
Dudley Capital Management, LLC
NEW8,002—+8,002——$207.3K—2026-10-23
One Way Holdings LLC
DECREASED7,7818,889-1,108-12%$215.7K$201.5K-$14.2K2026-10-29
Private Trust Co NA
INCREASED5,8465,211+635+12%$126.5K$151.4K+$24.9K2026-10-20
General Partner, Inc.
UNCHANGED5,5005,50000%$133.5K$142.5K+$9.0K2026-10-05
FNY Investment Advisers, LLC
INCREASED5,200200+5,000+2500%$4$134+$1302026-10-16
Plato Investment Management Ltd
DECREASED4,9367,748-2,812-36%$186.9K$128.3K-$58.6K2026-11-05
Virtus Advisers, LLC
DECREASED4,3474,536-189-4%$110.1K$112.6K+$2.5K2026-11-09
Rothwell Investment Advisors, LLC
NEW4,196—+4,196——$108.7K—2026-11-06
Allworth Financial LP
UNCHANGED3,6933,69300%$89.6K$89.6K$02026-11-06
Cape Investment Advisory, Inc.
DECREASED3,1833,375-192-6%$81.9K$82.4K+$5292026-10-13
Gamma Investing LLC
UNCHANGED3,0623,06200%$74.3K$79.3K+$5.0K2026-10-08
Larson Financial Group LLC
UNCHANGED2,5002,50000%$60.7K$64.8K+$4.1K2026-11-05
UMB Bank, n.a.
UNCHANGED2,3192,31900%$56.3K$60.1K+$3.8K2026-11-06
North Star Investment Management Corp.
UNCHANGED2,3002,30000%$55.8K$59.6K+$3.7K2026-10-27
Meriwether Wealth & Planning, LLC
NEW2,154—+2,154——$55.8K—2026-10-13
Nisa Investment Advisors, LLC
INCREASED1,9051,321+584+44%$32.1K$49.3K+$17.3K2026-10-20
Golden State Wealth Management, LLC
UNCHANGED1,8771,87700%$45.6K$48.6K+$3.1K2026-11-02
IFP Advisors, Inc
DECREASED1,4881,490-20%$36.2K$38.5K+$2.4K2026-10-16
First Bancorp, Inc
UNCHANGED1,2301,23000%$29.9K$31.9K+$2.0K2026-10-26
USA Financial Formulas
NEW892—+892——$23.1K—2026-10-16
Avion Wealth
UNCHANGED83883800%$20$21+$12026-11-04
Hilltop National Bank
UNCHANGED80080000%$19.4K$20.7K+$1.3K2026-10-14
Luken Investment Analytics, LLC
UNCHANGED75075000%$18.2K$19.4K+$1.2K2026-11-06
Latitude Advisors, LLC
NEW743—+743——$19.2K—2026-10-27
SJS Investment Consulting Inc.
UNCHANGED70570500%$17.1K$18.3K+$1.1K2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED70070000%$17.0K$18.1K+$1.1K2026-11-06
Pacific Center for Financial Services
UNCHANGED60060000%$14.6K$15.5K+$9782026-10-15
Markowski Investments
UNCHANGED50050000%$12.1K$13.0K+$8152026-10-30
Mosley Wealth Management
INCREASED437430+7+2%$10.4K$11.9K+$1.4K2026-10-16
Lanark Financial, Inc.
DECREASED431479-48-10%$11.6K$11.2K-$4602026-10-26
Arlington Trust Co LLC
NEW426—+426——$11.0K—2026-10-20
Geneos Wealth Management Inc.
UNCHANGED31231200%$7.6K$8.1K+$5092026-11-09
Harbor Investment Advisory, LLC
INCREASED311213+98+46%$5.2K$8.1K+$2.9K2026-10-13
American National Bank & Trust
UNCHANGED30030000%$7.3K$7.8K+$4892026-10-07
Rosenberg Matthew Hamilton
UNCHANGED24724700%$6.0K$6.4K+$4022026-10-05
Harbour Investments, Inc.
DECREASED246566-320-57%$13.7K$6.4K-$7.4K2026-11-09
Financial Consulate, Inc
DECREASED245490-245-50%$11.9K$6.3K-$5.5K2026-10-23
Blue Trust, Inc.
UNCHANGED24324300%$5.9K$6.3K+$3962026-10-15
Concord Wealth Partners
DECREASED233234-10%$5.7K$6.0K+$3562026-11-02
Signaturefd, LLC
INCREASED166163+3+2%$4.0K$4.3K+$3352026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED16616600%$4.0K$4.3K+$2702026-10-16
Signature Equity Partners, LLC
NEW160—+160——$4.1K—2026-10-29
Marshall & Sterling Wealth Advisors Inc.
NEW134—+134——$3.5K—2026-10-28
Archer Investment Corp
INCREASED132130+2+2%$3.1K$3.4K+$2662026-11-05
Hantz Financial Services, Inc.
NEW122—+122——$3—2026-11-09
Entrust Financial LLC
NEW100—+100——$2.6K—2026-11-04
IFS Advisors, LLC
UNCHANGED10010000%$2.4K$2.6K+$1632026-10-14
Bell Investment Advisors, Inc
UNCHANGED979700%$2.4K$2.5K+$1582026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED868600%$2.1K$2.2K+$1402026-11-04
First Horizon Corp
UNCHANGED818100%$2.0K$2.1K+$1322026-10-26
Parallel Advisors, LLC
UNCHANGED646400%$1.6K$1.7K+$1052026-11-03
Nfsg Corp
UNCHANGED606000%$1.5K$1.6K+$982026-10-15
New England Capital Financial Advisors LLC
INCREASED5040+10+25%$971$1.3K+$3242026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED474700%$1.1K$1.2K+$762026-10-15
Godfrey Financial Associates, Inc.
UNCHANGED373700%$898$958+$602026-11-10
Hara Capital LLC
UNCHANGED252500%$607$648+$412026-10-30
SBI Securities Co., Ltd.
UNCHANGED3300%$73$78+$52026-10-22
Indivisible Partners
CLOSED0387,025-387,025-100%$9.4M$0-$9.4M2026-10-26
Jefferies Financial Group Inc.
CLOSED0257,578-257,578-100%$6.3M$0-$6.3M2026-11-05
Precedent Wealth Partners, LLC
CLOSED016,837-16,837-100%$408.6K$0-$408.6K2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED013,266-13,266-100%$322.0K$0-$322.0K2026-10-22
Counterpoint Mutual Funds LLC
CLOSED012,990-12,990-100%$315.3K$0-$315.3K2026-10-16
Harbour Trust & Investment Management Co
CLOSED09,408-9,408-100%$228.3K$0-$228.3K2026-10-28
Fulcrum Asset Management LLP
CLOSED08,980-8,980-100%$216.4K$0-$216.4K2026-11-04
State of Wyoming
CLOSED05,558-5,558-100%$134.9K$0-$134.9K2026-10-28
AdvisorNet Financial, Inc
CLOSED02,417-2,417-100%$58.7K$0-$58.7K2026-10-15
TD Waterhouse Canada Inc.
CLOSED0300-300-100%$7.2K$0-$7.2K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED0232-232-100%$5.6K$0-$5.6K2026-10-26
City State Bank
CLOSED0200-200-100%$4.9K$0-$4.9K2026-10-20
LifeSteps Financial, Inc.
CLOSED0100-100-100%$2.4K$0-$2.4K2026-10-15
Valley National Advisers Inc
CLOSED0100-100-100%$2.4K$0-$2.4K2026-10-23
Tortoise Capital Advisors, L.L.C.
N/A—11,116,796-11,116,796-100%$269.8M———
Energy Income Partners, LLC
N/A—9,045,863-9,045,863-100%$219.5M———
Massachusetts Financial Services Co
N/A—8,930,864-8,930,864-100%$216.8M———
Two Sigma Investments, LP
N/A—7,199,867-7,199,867-100%$174.7M———
Clearbridge Investments, LLC
N/A—6,854,964-6,854,964-100%$166.4M———
Goldman Sachs Group Inc
N/A—6,556,006-6,556,006-100%$159.1M———
Invesco Ltd.
N/A—4,423,183-4,423,183-100%$107.4M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—4,207,381-4,207,381-100%$102.1M———
Bank of America Corp
N/A—3,865,600-3,865,600-100%$93.8M———
Morgan Stanley
N/A—3,489,870-3,489,870-100%$84.7M———
UBS Group AG
N/A—3,280,555-3,280,555-100%$79.6M———
Advisors Capital Management, LLC
N/A—2,942,570-2,942,570-100%$71.4M———
D. E. Shaw & Co., Inc.
N/A—2,904,729-2,904,729-100%$70.5M———
HSBC Holdings PLC
N/A—2,854,795-2,854,795-100%$69.3M———
Qube Research & Technologies Ltd
N/A—2,283,853-2,283,853-100%$55.4M———
BlackRock, Inc.
N/A—2,031,022-2,031,022-100%$49.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,012,334-2,012,334-100%$48.8M———
Brookfield Corp
N/A—1,921,458-1,921,458-100%$46.6M———
Blackstone Inc.
N/A—1,900,132-1,900,132-100%$46.1M———
Vanguard Portfolio Management LLC
N/A—1,860,469-1,860,469-100%$45.2M———
Recurrent Investment Advisors LLC
N/A—1,791,325-1,791,325-100%$43.6M———
BNP Paribas Financial Markets
N/A—1,577,575-1,577,575-100%$38.3M———
Pathstone Holdings, LLC
N/A—1,500,302-1,500,302-100%$36.4M———
Yaupon Capital Management LP
N/A—1,354,670-1,354,670-100%$32.9M———
McGowan Group Asset Management, Inc.
N/A—1,342,670-1,342,670-100%$32.6M———
Propel Bio Management, LLC
N/A—1,272,360-1,272,360-100%$30.9M———
JPMorgan Chase & Co
N/A—1,132,344-1,132,344-100%$27.3M———
Jennison Associates LLC
N/A—1,105,491-1,105,491-100%$26.8M———
Westwood Holdings Group Inc
N/A—1,102,100-1,102,100-100%$26.7M———
Citadel Advisors LLC
N/A—989,667-989,667-100%$24.0M———
HRT Financial LP
N/A—941,788-941,788-100%$22.9M———
Neuberger Berman Group LLC
N/A—899,024-899,024-100%$21.8M———
Goodman Financial Corp
N/A—834,230-834,230-100%$20.2M———
Stifel Financial Corp
N/A—821,087-821,087-100%$19.9M———
RR Advisors, LLC
N/A—787,888-787,888-100%$19.1M———
Balyasny Asset Management L.P.
N/A—711,851-711,851-100%$17.3M———
State Street Corp
N/A—692,771-692,771-100%$16.8M———
Victory Capital Management Inc
N/A—678,784-678,784-100%$16.5M———
Wells Fargo & Company
N/A—650,309-650,309-100%$15.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—613,587-613,587-100%$14.9M———
Raymond James Financial Inc
N/A—537,382-537,382-100%$13.0M———
UBS Asset Management Americas LLC
N/A—418,496-418,496-100%$10.2M———
American Century Companies Inc
N/A—408,331-408,331-100%$9.9M———
Susquehanna Portfolio Strategies, LLC
N/A—403,425-403,425-100%$9.8M———
Oxbow Advisors, LLC
N/A—403,349-403,349-100%$9.8M———
Engineers Gate Manager LP
N/A—395,551-395,551-100%$9.6M———
Cambria Investment Management, L.P.
N/A—394,010-394,010-100%$9.6M———
Envestnet Asset Management Inc
N/A—393,048-393,048-100%$9.5M———
Swiss National Bank
N/A—387,134-387,134-100%$9.4M———
Royal Bank of Canada
N/A—375,055-375,055-100%$9.1M———
Callodine Capital Management, LP
N/A—340,000-340,000-100%$8.3M———
Captrust Financial Advisors
N/A—308,426-308,426-100%$7.5M———
Ameriprise Financial Inc
N/A—300,652-300,652-100%$7.3M———
State of Wisconsin Investment Board
N/A—290,543-290,543-100%$7.1M———
Stephens Inc
N/A—272,454-272,454-100%$6.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—268,970-268,970-100%$6.5M———
Treasurer of the State of North Carolina
N/A—261,435-261,435-100%$6.3M———
JRM Investment Counsel, LLC
N/A—255,000-255,000-100%$6.2M———
Waverly Advisors, LLC
N/A—249,530-249,530-100%$6.1M———
California State Teachers Retirement System
N/A—216,693-216,693-100%$5.3M———
Kayne Anderson Capital Advisors LP
N/A—197,711-197,711-100%$4.8M———
Arax Advisory Partners
N/A—188,517-188,517-100%$4.6M———
Nuveen, LLC
N/A—182,822-182,822-100%$4.4M———
Cetera Investment Advisers
N/A—179,436-179,436-100%$4.4M———
Schonfeld Strategic Advisors LLC
N/A—178,200-178,200-100%$4.3M———
Janney Montgomery Scott LLC
N/A—170,039-170,039-100%$4.1M———
Legal & General Group Plc
N/A—162,324-162,324-100%$3.9M———
Pinnacle Holdings, LLC
N/A—161,791-161,791-100%$3.9M———
Osaic Holdings, Inc.
N/A—146,133-146,133-100%$3.5M———
Vanguard Asset Management, Ltd
N/A—141,411-141,411-100%$3.4M———
Teacher Retirement System of Texas
N/A—132,084-132,084-100%$3.2M———
Voleon Capital Management LP
N/A—131,918-131,918-100%$3.2M———
Vestcor Inc
N/A—131,061-131,061-100%$3.2M———
First Trust Advisors LP
N/A—120,472-120,472-100%$2.9M———
Van Eck Associates Corp
N/A—112,237-112,237-100%$2.7M———
NewEdge Advisors, LLC
N/A—103,411-103,411-100%$2.5M———
Northern Trust Corp
N/A—99,914-99,914-100%$2.4M———
Arkadios Wealth Advisors
N/A—97,643-97,643-100%$2.4M———
Advisory Services Network, LLC
N/A—91,117-91,117-100%$2.2M———
Jupiter Topco LLC
N/A—90,500-90,500-100%$2.2M———
J. Goldman & Co LP
N/A—89,751-89,751-100%$2.2M———
Vident Advisory, LLC
N/A—87,746-87,746-100%$2.1M———
Allianz Asset Management GmbH
N/A—87,393-87,393-100%$2.1M———
Quantinno Capital Management LP
N/A—79,679-79,679-100%$1.9M———
Entropy Technologies, LP
N/A—78,532-78,532-100%$1.9M———
Headlands Technologies LLC
N/A—76,580-76,580-100%$1.9M———
Argent Advisors, Inc.
N/A—70,234-70,234-100%$1.7M———
PIN OAK Investment Advisors Inc
N/A—68,848-68,848-100%$1.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—64,696-64,696-100%$1.6M———
MML Investors Services, LLC
N/A—57,073-57,073-100%$1.4M———
Vanguard Investments Australia, Ltd.
N/A—49,323-49,323-100%$1.2M———
Tidal Investments LLC
N/A—49,043-49,043-100%$1.2M———
KLP Kapitalforvaltning AS
N/A—43,700-43,700-100%$1.1M———
Gotham Asset Management, LLC
N/A—43,347-43,347-100%$1.1M———
Mariner, LLC
N/A—42,616-42,616-100%$1.0M———
Bitterroot Capital Advisors LLC
N/A—42,059-42,059-100%$1.0M———
Cresset Asset Management, LLC
N/A—41,327-41,327-100%$1.0M———
SG Americas Securities, LLC
N/A—41,304-41,304-100%$1.0M———
Susquehanna International Group, LLP
N/A—40,915-40,915-100%$993.0K———
Dakota Wealth Management
N/A—40,167-40,167-100%$974.9K———
Modern Wealth Management, LLC
N/A—38,983-38,983-100%$946.1K———
&partners
N/A—35,606-35,606-100%$864.1K———
Cofg Advisors, LLC
N/A—33,080-33,080-100%$802.9K———
Resona Asset Management Co.,Ltd.
N/A—31,754-31,754-100%$770.7K———
PFG Investments, LLC
N/A—30,562-30,562-100%$741.7K———
Brown Brothers Harriman & Co
N/A—30,000-30,000-100%$728.1K———
Mercer Global Advisors Inc
N/A—29,950-29,950-100%$726.9K———
Requisite Capital Management, LLC
N/A—29,576-29,576-100%$717.8K———
NewEdge Wealth, LLC
N/A—27,327-27,327-100%$663.2K———
Essex Financial Services, Inc.
N/A—26,197-26,197-100%$635.8K———
Twin City Private Wealth, LLC
N/A—26,114-26,114-100%$633.8K———
Canada Life Assurance Co
N/A—25,816-25,816-100%$625.0K———
Stratos Wealth Partners, Ltd.
N/A—25,196-25,196-100%$611.5K———
CIBC World Market Inc.
N/A—24,253-24,253-100%$588.6K———
Jones Financial Companies Lllp
N/A—23,949-23,949-100%$569.0K———
Principal Securities, Inc.
N/A—23,450-23,450-100%$569.1K———
Storgate, LLC
N/A—23,072-23,072-100%$560.0K———
Brasada Capital Management, LP
N/A—22,055-22,055-100%$535.3K———
Rockefeller Capital Management L.P.
N/A—21,441-21,441-100%$520.4K———
Beacon Pointe Advisors, LLC
N/A—20,668-20,668-100%$501.6K———
Texas Yale Capital Corp.
N/A—18,125-18,125-100%$439.9K———
Voya Financial Advisors, Inc.
N/A—17,642-17,642-100%$425.1K———
Callahan Advisors, LLC
N/A—17,600-17,600-100%$427.2K———
Public Employees Retirement Association of Colorado
N/A—17,549-17,549-100%$426.0K———
Navellier & Associates Inc
N/A—16,275-16,275-100%$395.0K———
Palo Duro Investment Partners, LP
N/A—16,170-16,170-100%$392.4K———
Walleye Capital LLC
N/A—15,576-15,576-100%$378.0K———
Aegis Wealth Management LLC
N/A—15,513-15,513-100%$376.5K———
Private Advisor Group, LLC
N/A—15,408-15,408-100%$374.0K———
Highlander Partners, L.P.
N/A—15,000-15,000-100%$364.1K———
Savvy Advisors, Inc.
N/A—14,530-14,530-100%$352.6K———
XTX Topco Ltd
N/A—14,091-14,091-100%$342.0K———
CIBC Bancorp USA Inc.
N/A—13,852-13,852-100%$336.2K———
Allstate Corp
N/A—13,223-13,223-100%$320.9K———
Fayez Sarofim & Co
N/A—13,002-13,002-100%$315.6K———
Lavaca Capital LLC
N/A—12,983-12,983-100%$315.1K———
Drucker Wealth 3.0, LLC
N/A—12,432-12,432-100%$301.7K———
Snowden Capital Advisors LLC
N/A—12,243-12,243-100%$297.1K———
SIG Brokerage, LP
N/A—11,846-11,846-100%$287.5K———
Amplify Investments, LLC
N/A—11,660-11,660-100%$283.0K———
SCS Capital Management LLC
N/A—11,464-11,464-100%$278.2K———
Vanguard Personalized Indexing Management, LLC
N/A—11,162-11,162-100%$270.9K———
Millennium Management LLC
N/A—11,072-11,072-100%$268.7K———
Northwestern Mutual Wealth Management Co
N/A—10,969-10,969-100%$266.2K———
Huntington National Bank
N/A—10,880-10,880-100%$264.1K———
Bluefin Capital Management, LLC
N/A—10,400-10,400-100%$252.4K———
FSB Premier Wealth Management, Inc.
N/A—10,154-10,154-100%$246.4K———
DRW Securities, LLC
N/A—10,093-10,093-100%$245.0K———
Disciplined Investments, LLC
N/A—9,794-9,794-100%$237.7K———
CFO4Life Group, LLC
N/A—9,492-9,492-100%$230.4K———
Ensign Peak Advisors, Inc
N/A—9,291-9,291-100%$225.5K———
Virtus Investment Advisers, LLC
N/A—8,362-8,362-100%$202.9K———
Steward Partners Investment Advisory, LLC
N/A—7,662-7,662-100%$186.0K———
BNP Paribas Asset Management Holding S.A.
N/A—6,531-6,531-100%$158.5K———
Bartlett & Co. Wealth Management LLC
N/A—6,000-6,000-100%$145.6K———
Mark Sheptoff Financial Planning, LLC
N/A—5,300-5,300-100%$128.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,000-5,000-100%$121.4K———
National Bank of Canada
N/A—3,597-3,597-100%$87.2K———
Global Retirement Partners, LLC
N/A—3,307-3,307-100%$80.3K———
Ameritas Advisory Services, LLC
N/A—2,650-2,650-100%$64.3K———
Continuum Advisory, LLC
N/A—2,496-2,496-100%$60.6K———
FWL Investment Management, LLC
N/A—1,995-1,995-100%$48.4K———
Prosperity Bancshares Inc
N/A—1,160-1,160-100%$28.2K———
IMA Advisory Services, Inc.
N/A—1,111-1,111-100%$27.0K———
Whittier Trust Co of Nevada Inc
N/A—1,069-1,069-100%$26.4K———
Keating Financial Advisory Services, Inc.
N/A—990-990-100%$24.0K———
TD Capital Management LLC
N/A—690-690-100%$16.7K———
Medallion Wealth Advisors, LLC
N/A—595-595-100%$14.4K———
BFC Planning, Inc.
N/A—590-590-100%$14.3K———
Boreal Capital Management LLC
N/A—215-215-100%$5.2K———
Investment Counsel Co of Nevada
N/A—207-207-100%$5.0K———
Smartleaf Asset Management LLC
N/A—162-162-100%$3.9K———
Copia Wealth Management
N/A—135-135-100%$3.3K———
Abound Financial, LLC
N/A—133-133-100%$3.2K———
Aventura Private Wealth, LLC
N/A—34-34-100%$825———
Showing 361 of 361 institutions