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Relx PLC (RELX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares3,274,844 from 3,284,284
Change-9,440 (0%)
Value$108.7M (+$4.7M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares501,641 from 239,729
Change+261,912 (+109%)
Value$16.6M (+$9.1M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares327,238 from 352,742
Change-25,504 (-7%)
Value$11.0M (-$114.2K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares299,955 from 260,559
Change+39,396 (+15%)
Value$10.0M (+$1.7M)
Filed 2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares272,880 from 223,566
Change+49,314 (+22%)
Value$9.1K (-$7.1M)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares230,360 from 201,422
Change+28,938 (+14%)
Value$7.6M (+$1.3M)
Filed 2026-11-05
Pictet North America Advisors SA
DECREASED
Shares174,151 from 180,566
Change-6,415 (-4%)
Value$5.8M (+$59.8K)
Filed 2026-10-21
Narwhal Capital Management
DECREASED
Shares169,327 from 177,412
Change-8,085 (-5%)
Value$5.6M (-$368)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
DECREASED
Shares159,402 from 166,930
Change-7,528 (-5%)
Value$5.3M (+$2.3K)
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
INCREASED
Shares156,939 from 155,476
Change+1,463 (+1%)
Value$5.2M (+$283.3K)
Filed 2026-11-03
Todd Asset Management LLC
INCREASED
Shares153,690 from 151,660
Change+2,030 (+1%)
Value$5.1M (+$296.4K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED
Shares152,535 from 154,167
Change-1,632 (-1%)
Value$5.1M (+$270.6K)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares150,600 from 132,136
Change+18,464 (+14%)
Value$5.0M (+$812.1K)
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
DECREASED
Shares130,853 from 133,796
Change-2,943 (-2%)
Value$4.3M (+$104.4K)
Filed 2026-10-19
Kornitzer Capital Management Inc
UNCHANGED
Shares130,000 from 130,000
Change0 (0%)
Value$4.3M (+$196.3K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares129,848 from 127,712
Change+2,136 (+2%)
Value$4.3M (+$263.7K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares116,848 from 116,951
Change-103 (0%)
Value$3.9M (+$173.2K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares107,904 from 111,231
Change-3,327 (-3%)
Value$3.6M (+$57.6K)
Filed 2026-11-05
Motley Fool Asset Management LLC
DECREASED
Shares80,200 from 82,000
Change-1,800 (-2%)
Value$2.7M (+$64.1K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares75,333 from 60,270
Change+15,063 (+25%)
Value$2.5M (+$590.8K)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares69,051 from 49,199
Change+19,852 (+40%)
Value$2.3M (+$733.0K)
Filed 2026-10-20
Quadrant Capital Group LLC
DECREASED
Shares61,042 from 61,585
Change-543 (-1%)
Value$2.2M (+$289.8K)
Filed 2026-10-20
Summerhill Capital Management lnc.
DECREASED
Shares59,451 from 59,648
Change-197 (0%)
Value$2.0M (+$83.5K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares55,966 from 43,463
Change+12,503 (+29%)
Value$1.9M (+$480.5K)
Filed 2026-10-15
Garton & Associates Financial Advisors LLC
NEW
Shares55,208
Change+55,208
Value$1.8M
Filed 2026-10-30
Eagle Global Advisors LLC
DECREASED
Shares53,997 from 54,007
Change-10 (0%)
Value$1.8M (+$81.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares50,158 from 45,138
Change+5,020 (+11%)
Value$1.8M (+$303.3K)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares49,010 from 69,524
Change-20,514 (-30%)
Value$1.6M (-$575.7K)
Filed 2026-10-23
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares45,251 from 46,354
Change-1,103 (-2%)
Value$1.5M (+$33.4K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares44,483 from 39,076
Change+5,407 (+14%)
Value$1.5M (+$238.4K)
Filed 2026-10-26
Henry James International Management Inc.
UNCHANGED
Shares43,286 from 43,286
Change0 (0%)
Value$1.4M (+$65.4K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares41,498 from 40,524
Change+974 (+2%)
Value$1.4M (+$93.5K)
Filed 2026-10-23
Demars Financial Group, LLC
INCREASED
Shares40,892 from 38,053
Change+2,839 (+7%)
Value$1.4M (+$151.7K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares37,863 from 38,210
Change-347 (-1%)
Value$1.3M (+$46.2K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares35,220 from 44,881
Change-9,661 (-22%)
Value$1.2M (-$252.8K)
Filed 2026-11-02
Aaron Wealth Advisors LLC
DECREASED
Shares34,753 from 36,976
Change-2,223 (-6%)
Value$1.2M (-$17.9K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares30,712 from 21,389
Change+9,323 (+44%)
Value$1.0M (+$341.7K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares28,499 from 27,687
Change+812 (+3%)
Value$945.6K (+$68.8K)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares28,469 from 29,571
Change-1,102 (-4%)
Value$944.6K (+$8.1K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares27,757 from 24,295
Change+3,462 (+14%)
Value$921 (-$768.1K)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares27,571 from 43,987
Change-16,416 (-37%)
Value$914.8K (-$478.3K)
Filed 2026-10-23
Henshaw Capital LLC
DECREASED
Shares26,658 from 51,643
Change-24,985 (-48%)
Value$884.5K (-$747.6K)
Filed 2026-11-03
Bailard, Inc.
INCREASED
Shares25,427 from 23,994
Change+1,433 (+6%)
Value$843.7K (+$83.8K)
Filed 2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares24,828 from 22,883
Change+1,945 (+9%)
Value$823.8K (+$99.1K)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares24,120 from 31,702
Change-7,582 (-24%)
Value$800.3K (-$203.7K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares23,975 from 24,450
Change-475 (-2%)
Value$795.5K (+$21.2K)
Filed 2026-10-07
Ascent Group, LLC
INCREASED
Shares23,880 from 18,023
Change+5,857 (+33%)
Value$792.3K (+$221.6K)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares23,692 from 22,975
Change+717 (+3%)
Value$786.1K (+$58.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares23,139 from 23,822
Change-683 (-3%)
Value$767.8K (+$13.3K)
Filed 2026-10-16
Sterling Capital Management LLC
INCREASED
Shares21,806 from 21,738
Change+68 (+0%)
Value$723.5K (+$35.1K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares21,390 from 29,639
Change-8,249 (-28%)
Value$709.7K (-$228.9K)
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares21,040 from 20,149
Change+891 (+4%)
Value$698.1K (+$60.0K)
Filed 2026-11-03
Carnegie Investment Counsel
DECREASED
Shares20,942 from 24,665
Change-3,723 (-15%)
Value$694.9K (-$86.3K)
Filed 2026-10-20
Vest Financial, LLC
INCREASED
Shares19,431 from 17,114
Change+2,317 (+14%)
Value$644.7K (+$102.7K)
Filed 2026-10-21
Davenport & Co LLC
NEW
Shares19,393
Change+19,393
Value$643.5K
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares19,343 from 15,735
Change+3,608 (+23%)
Value$641.8K (+$143.5K)
Filed 2026-10-30
Argonautica Private Wealth Management, Inc
INCREASED
Shares19,079 from 18,150
Change+929 (+5%)
Value$633.1K (+$58.3K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares19,076 from 14,308
Change+4,768 (+33%)
Value$632.9K (+$179.8K)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares18,119 from 15,864
Change+2,255 (+14%)
Value$601.2K (+$98.8K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares17,642 from 19,494
Change-1,852 (-9%)
Value$585.4K (-$32.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares17,635 from 18,208
Change-573 (-3%)
Value$585.1K (+$8.9K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares17,496 from 40,668
Change-23,172 (-57%)
Value$580.5K (-$707.4K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares17,034 from 15,363
Change+1,671 (+11%)
Value$565.2K (+$78.6K)
Filed 2026-10-28
Profund Advisors LLC
INCREASED
Shares15,684 from 13,996
Change+1,688 (+12%)
Value$520.4K (+$77.1K)
Filed 2026-10-29
Legacy Wealth Asset Management, LLC
INCREASED
Shares14,964 from 14,723
Change+241 (+2%)
Value$496.5K (+$30.2K)
Filed 2026-10-09
Investment Research Partners LLC
INCREASED
Shares14,863 from 14,403
Change+460 (+3%)
Value$493.2K (+$37.0K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares14,815 from 16,089
Change-1,274 (-8%)
Value$491.6K (-$18.0K)
Filed 2026-10-15
Plan A Wealth LLC
INCREASED
Shares14,638 from 14,168
Change+470 (+3%)
Value$485.7K (+$37.0K)
Filed 2026-10-08
J.Safra Asset Management Corp
INCREASED
Shares14,397 from 305
Change+14,092 (+4620%)
Value$477.7K (+$468.0K)
Filed 2026-11-03
Abel Hall, LLC
INCREASED
Shares13,828 from 13,233
Change+595 (+5%)
Value$458.8K (+$39.7K)
Filed 2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED
Shares13,239 from 13,239
Change0 (0%)
Value$419.3K ($0)
Filed 2026-10-13
AMG National Trust Bank
INCREASED
Shares13,212 from 12,181
Change+1,031 (+8%)
Value$438.4K (+$52.6K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares12,584 from 10,191
Change+2,393 (+23%)
Value$417.5K (+$94.8K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares12,287 from 11,864
Change+423 (+4%)
Value$407.7K (+$31.9K)
Filed 2026-10-23
Versant Capital Management, Inc
DECREASED
Shares12,190 from 12,544
Change-354 (-3%)
Value$404.5K (+$7.2K)
Filed 2026-10-02
Kestra Advisory Services, LLC
NEW
Shares12,118
Change+12,118
Value$402.1K
Filed 2026-11-02
Diversify Advisory Services, LLC
DECREASED
Shares12,113 from 12,585
Change-472 (-4%)
Value$465.4K (+$16.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares12,113 from 12,585
Change-472 (-4%)
Value$465.4K (+$16.7K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares11,825 from 12,806
Change-981 (-8%)
Value$392.4K (-$13.2K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares11,596 from 10,676
Change+920 (+9%)
Value$384.7K (+$46.6K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares11,235 from 14,978
Change-3,743 (-25%)
Value$372.8K (-$101.6K)
Filed 2026-11-02
D'Orazio & Associates, Inc.
INCREASED
Shares11,180 from 9,613
Change+1,567 (+16%)
Value$371.0K (+$66.5K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares10,568 from 8,905
Change+1,663 (+19%)
Value$350.6K (+$68.6K)
Filed 2026-10-27
Vontobel Holding Ltd.
UNCHANGED
Shares10,384 from 10,384
Change0 (0%)
Value$344.4K (+$15.4K)
Filed 2026-10-16
Xponance LLC
INCREASED
Shares9,954 from 8,735
Change+1,219 (+14%)
Value$330.3K (+$53.6K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares9,824 from 9,416
Change+408 (+4%)
Value$326.0K (+$27.7K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares9,759 from 3,465
Change+6,294 (+182%)
Value$323.8K (+$214.1K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,663 from 9,659
Change+4 (+0%)
Value$321 (-$305.7K)
Filed 2026-11-02
Net Worth Advisory Group
INCREASED
Shares9,449 from 6,807
Change+2,642 (+39%)
Value$316.4K (+$100.9K)
Filed 2026-10-20
PDS Planning, Inc
INCREASED
Shares9,409 from 9,302
Change+107 (+1%)
Value$312.2K (+$17.6K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares9,406 from 8,011
Change+1,395 (+17%)
Value$312.1K (+$58.4K)
Filed 2026-10-08
Anchyra Partners LLC
INCREASED
Shares8,941 from 7,854
Change+1,087 (+14%)
Value$296.7K (+$47.9K)
Filed 2026-10-13
Gallacher Capital Management LLC
DECREASED
Shares8,453 from 12,815
Change-4,362 (-34%)
Value$280.5K (-$125.4K)
Filed 2026-10-30
May Hill Capital, LLC
NEW
Shares8,043
Change+8,043
Value$266.9K
Filed 2026-11-03
Frank, Rimerman Advisors LLC
DECREASED
Shares7,979 from 7,993
Change-14 (0%)
Value$264.7K (+$11.6K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
NEW
Shares7,520
Change+7,520
Value$249.5K
Filed 2026-10-21
Five Oceans Advisors
UNCHANGED
Shares7,351 from 7,351
Change0 (0%)
Value$243.9K (+$11.1K)
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares7,328 from 6,410
Change+918 (+14%)
Value$243.1K (+$40.1K)
Filed 2026-10-20
Nilsine Partners, LLC
NEW
Shares7,284
Change+7,284
Value$241.7K
Filed 2026-11-02
Americana Partners, LLC
NEW
Shares7,217
Change+7,217
Value$239.5K
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares6,727
Change+6,727
Value$223.2K
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,477 from 6,529
Change-52 (-1%)
Value$214.9K (+$8.1K)
Filed 2026-11-03
Sage Rhino Capital LLC
INCREASED
Shares6,398 from 6,371
Change+27 (+0%)
Value$212.3K (+$10.5K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares6,274
Change+6,274
Value$208.2K
Filed 2026-10-21
Fulton Bank, N.A.
NEW
Shares6,254
Change+6,254
Value$207.5K
Filed 2026-10-14
Reynders McVeigh Capital Management, LLC
NEW
Shares6,201
Change+6,201
Value$205.8K
Filed 2026-10-30
Diversified Enterprises, LLC
NEW
Shares6,152
Change+6,152
Value$204.1K
Filed 2026-10-19
Trek Financial, LLC
NEW
Shares6,116
Change+6,116
Value$202.9K
Filed 2026-10-29
Wedmont Private Capital
NEW
Shares5,994
Change+5,994
Value$211.2K
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares5,851 from 6,260
Change-409 (-7%)
Value$194.1K (-$4.1K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED
Shares4,358 from 26,384
Change-22,026 (-83%)
Value$144.6K (-$691.0K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares3,805
Change+3,805
Value$126.3K
Filed 2026-10-30
Cromwell Holdings LLC
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$118.8K (+$5.4K)
Filed 2026-10-28
Grove Bank & Trust
DECREASED
Shares3,344 from 3,581
Change-237 (-7%)
Value$111.0K (-$2.5K)
Filed 2026-10-08
Axiom Investment Management LLC
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$99.6K (+$4.5K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,797 from 2,797
Change0 (0%)
Value$92.8K (+$4.2K)
Filed 2026-10-15
Heritage Family Offices, LLP
NEW
Shares2,550
Change+2,550
Value$84.6K
Filed 2026-11-02
TD Private Client Wealth LLC
DECREASED
Shares2,427 from 2,562
Change-135 (-5%)
Value$80.5K (-$611)
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares2,228 from 2,411
Change-183 (-8%)
Value$73.9K (-$2.4K)
Filed 2026-10-22
American National Bank & Trust
DECREASED
Shares2,081 from 2,507
Change-426 (-17%)
Value$69.0K (-$10.3K)
Filed 2026-10-07
IFP Advisors, Inc
DECREASED
Shares2,014 from 2,301
Change-287 (-12%)
Value$66.8K (-$6.0K)
Filed 2026-10-16
V-Square Quantitative Management LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$63.4K (+$2.9K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
DECREASED
Shares1,760 from 1,767
Change-7 (0%)
Value$58.4K (+$2.4K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
DECREASED
Shares1,679 from 2,127
Change-448 (-21%)
Value$55.7K (-$11.7K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares1,416 from 1,650
Change-234 (-14%)
Value$47.0K (-$4.8K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares1,330 from 1,233
Change+97 (+8%)
Value$44.1K (+$5.1K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$37.4K (+$1.7K)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$36.4K (+$1.7K)
Filed 2026-10-26
Manchester Capital Management LLC
INCREASED
Shares987 from 978
Change+9 (+1%)
Value$32.7K (+$1.8K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares891 from 851
Change+40 (+5%)
Value$29.6K (+$2.6K)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares822
Change+822
Value$27.3K
Filed 2026-10-27
Proathlete Wealth Management LLC
NEW
Shares759
Change+759
Value$25.2K
Filed 2026-10-15
First Command Advisory Services, Inc.
INCREASED
Shares746 from 138
Change+608 (+441%)
Value$24.8K (+$20.4K)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares743 from 672
Change+71 (+11%)
Value$24.7K (+$3.4K)
Filed 2026-11-04
Ares Financial Consulting, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$22.6K (+$1.0K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$22.4K (+$1.0K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares671 from 207
Change+464 (+224%)
Value$22.3K (+$15.7K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares611 from 417
Change+194 (+47%)
Value$20.3K (+$7.1K)
Filed 2026-10-26
Financial Consulate, Inc
INCREASED
Shares605 from 215
Change+390 (+181%)
Value$20.1K (+$13.3K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares582
Change+582
Value$19.3K
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares575 from 528
Change+47 (+9%)
Value$19.1K (+$2.4K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares552 from 513
Change+39 (+8%)
Value$18.3K (+$2.1K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares538 from 276
Change+262 (+95%)
Value$17.9K (+$9.1K)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares509 from 439
Change+70 (+16%)
Value$16.9K (+$3.0K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$15.3K (+$802)
Filed 2026-11-02
Eastern Bank
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$14.1K (+$640)
Filed 2026-10-05
WPG Advisers, LLC
DECREASED
Shares376 from 377
Change-1 (0%)
Value$12.5K (+$536)
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$11.3K (+$516)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares341 from 408
Change-67 (-16%)
Value$11.3K (-$1.6K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares337 from 276
Change+61 (+22%)
Value$11.2K (+$2.4K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
DECREASED
Shares325 from 440
Change-115 (-26%)
Value$10.8K (-$3.2K)
Filed 2026-11-05
West Financial Advisors, LLC
NEW
Shares292
Change+292
Value$9.7K
Filed 2026-10-22
Nisa Investment Advisors, LLC
DECREASED
Shares288 from 297
Change-9 (-3%)
Value$9.6K (+$150)
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares277 from 299
Change-22 (-7%)
Value$9.2K (-$285)
Filed 2026-11-02
Fairman Group, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$8.2K (+$375)
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$7.4K (+$339)
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares220
Change+220
Value$7.3K
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares198 from 57
Change+141 (+247%)
Value$6.6K (+$4.8K)
Filed 2026-10-19
Signature Equity Partners, LLC
DECREASED
Shares189 from 232
Change-43 (-19%)
Value$6.3K (-$1.1K)
Filed 2026-10-29
Hughes Financial Services, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$7.2K (+$1.4K)
Filed 2026-10-30
Bell Investment Advisors, Inc
DECREASED
Shares171 from 181
Change-10 (-6%)
Value$5.7K (-$59)
Filed 2026-10-29
Retirement Wealth Solutions LLC
INCREASED
Shares168 from 138
Change+30 (+22%)
Value$5.6K (+$1.2K)
Filed 2026-10-07
Compass Financial Management LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$5.5K (+$249)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW
Shares137
Change+137
Value$4.5K
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares131 from 133
Change-2 (-1%)
Value$4.3K (+$135)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares123
Change+123
Value$4.1K
Filed 2026-10-09
MV Capital Management, Inc.
DECREASED
Shares115 from 118
Change-3 (-3%)
Value$3.8K (+$78)
Filed 2026-10-29
Livelsberger Financial Advisory
NEW
Shares112
Change+112
Value$3.7K
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares110
Change+110
Value$3.7K
Filed 2026-10-19
Fortitude Family Office, LLC
DECREASED
Shares104 from 132
Change-28 (-21%)
Value$3.5K (-$729)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
NEW
Shares100
Change+100
Value$3.3K
Filed 2026-11-05
Transce3nd, LLC
NEW
Shares93
Change+93
Value$3.6K
Filed 2026-10-26
Arlington Trust Co LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$3.0K (+$134)
Filed 2026-10-20
Nemes Rush Group LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$2.9K (+$133)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares87 from 190
Change-103 (-54%)
Value$2.9K (-$3.1K)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$2.8K (+$127)
Filed 2026-10-13
American Capital Advisory, LLC
DECREASED
Shares79 from 84
Change-5 (-6%)
Value$2.6K (-$39)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares78 from 85
Change-7 (-8%)
Value$2.6K (-$104)
Filed 2026-11-04
Planning Strategies Inc.
NEW
Shares77
Change+77
Value$2.6K
Filed 2026-10-02
Ascentis Wealth Management, LLC
NEW
Shares75
Change+75
Value$2.5K
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.2K (+$99)
Filed 2026-11-03
Pacifica Partners Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.1K (+$97)
Filed 2026-10-09
Breakwater Investment Management
NEW
Shares61
Change+61
Value$2.0K
Filed 2026-10-20
Lodestone Wealth Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.0K (+$91)
Filed 2026-10-14
Albion Financial Group
NEW
Shares54
Change+54
Value$1.8K
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.4K (+$65)
Filed 2026-10-13
CX Institutional
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Burk Holdings LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.2K (+$54)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$863 (+$39)
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares25 from 14
Change+11 (+79%)
Value$830 (+$387)
Filed 2026-10-22
Country Trust Bank
NEW
Shares21
Change+21
Value$697
Filed 2026-10-30
Financial Management Professionals, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$697 (+$32)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$664 (+$31)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$564 (+$26)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$531 (+$24)
Filed 2026-10-27
Cullen T Bankers, Inc.
DECREASED
Shares14 from 454
Change-440 (-97%)
Value$468 (-$13.9K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$431 (+$19)
Filed 2026-10-05
Gilpin Wealth Management, LLC
NEW
Shares10
Change+10
Value$332
Filed 2026-10-09
Abound Wealth Management
INCREASED
Shares10 from 3
Change+7 (+233%)
Value$332 (+$236)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares5 from 240
Change-235 (-98%)
Value$166 (-$7.4K)
Filed 2026-10-08
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$115 (+$20)
Filed 2026-10-16
ABC Arbitrage SA
CLOSED
Shares0 from 90,026
Change-90,026 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-23
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 45,000
Change-45,000 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 17,754
Change-17,754 (-100%)
Value$0 (-$562.3K)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 13,540
Change-13,540 (-100%)
Value$0 (-$428.8K)
Filed 2026-11-05
Arlington Partners LLC
CLOSED
Shares0 from 7,371
Change-7,371 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-20
Parnassus Investments, LLC
CLOSED
Shares0 from 6,791
Change-6,791 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-16
United Financial Planning Group LLC
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$8.0K)
Filed 2026-11-04
Whipplewood Advisors, LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-27
Essential Partners LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-14
Bayforest Capital Ltd
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-03
Key FInancial Inc
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$966)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$571)
Filed 2026-10-21
Capital International Investors
N/A
Shares— from 8,778,272
Change-8,778,272 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,573,937
Change-6,573,937 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 6,275,899
Change-6,275,899 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,884,884
Change-3,884,884 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,578,684
Change-3,578,684 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,008,847
Change-3,008,847 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,539,509
Change-2,539,509 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,302,990
Change-2,302,990 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,186,039
Change-2,186,039 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,025,642
Change-2,025,642 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 1,791,223
Change-1,791,223 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,762,329
Change-1,762,329 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,728,027
Change-1,728,027 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 1,526,040
Change-1,526,040 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,498,208
Change-1,498,208 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,429,378
Change-1,429,378 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,383,890
Change-1,383,890 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,322,800
Change-1,322,800 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,267,235
Change-1,267,235 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,198,809
Change-1,198,809 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,147,489
Change-1,147,489 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,064,978
Change-1,064,978 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,040,886
Change-1,040,886 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 903,778
Change-903,778 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 886,341
Change-886,341 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 802,113
Change-802,113 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 739,958
Change-739,958 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 665,508
Change-665,508 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 657,493
Change-657,493 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 506,130
Change-506,130 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 463,314
Change-463,314 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 450,539
Change-450,539 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 416,283
Change-416,283 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 373,837
Change-373,837 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 345,285
Change-345,285 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 343,794
Change-343,794 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 343,547
Change-343,547 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 339,641
Change-339,641 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 320,613
Change-320,613 (-100%)
Value—
UBS Group AG
N/A
Shares— from 317,874
Change-317,874 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 303,784
Change-303,784 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 281,698
Change-281,698 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 270,941
Change-270,941 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 242,449
Change-242,449 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 238,080
Change-238,080 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 231,823
Change-231,823 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 220,441
Change-220,441 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 217,919
Change-217,919 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 211,154
Change-211,154 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 206,979
Change-206,979 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 184,079
Change-184,079 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 172,858
Change-172,858 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 171,423
Change-171,423 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 155,883
Change-155,883 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 153,281
Change-153,281 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 150,590
Change-150,590 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 133,407
Change-133,407 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 132,467
Change-132,467 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 129,214
Change-129,214 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 122,269
Change-122,269 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 120,475
Change-120,475 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 120,041
Change-120,041 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 117,654
Change-117,654 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 117,448
Change-117,448 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 115,591
Change-115,591 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 112,750
Change-112,750 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 105,500
Change-105,500 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 103,792
Change-103,792 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 102,872
Change-102,872 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 100,980
Change-100,980 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 100,631
Change-100,631 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 100,105
Change-100,105 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 97,209
Change-97,209 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 83,067
Change-83,067 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 82,729
Change-82,729 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 81,498
Change-81,498 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 81,398
Change-81,398 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 80,400
Change-80,400 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 77,771
Change-77,771 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 77,701
Change-77,701 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 77,517
Change-77,517 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 74,808
Change-74,808 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 74,441
Change-74,441 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 70,058
Change-70,058 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 69,066
Change-69,066 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 66,760
Change-66,760 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 64,134
Change-64,134 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 63,887
Change-63,887 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 59,234
Change-59,234 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 58,900
Change-58,900 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 52,701
Change-52,701 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 52,189
Change-52,189 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,726
Change-51,726 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47,604
Change-47,604 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 47,000
Change-47,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 46,856
Change-46,856 (-100%)
Value—
&partners
N/A
Shares— from 46,777
Change-46,777 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 46,022
Change-46,022 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 44,150
Change-44,150 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 43,914
Change-43,914 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 40,825
Change-40,825 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 40,788
Change-40,788 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 40,128
Change-40,128 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 39,383
Change-39,383 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 39,233
Change-39,233 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 38,798
Change-38,798 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 38,486
Change-38,486 (-100%)
Value—
Guardcap Asset Management Ltd
N/A
Shares— from 38,023
Change-38,023 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 37,680
Change-37,680 (-100%)
Value—
State Street Corp
N/A
Shares— from 36,340
Change-36,340 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 35,613
Change-35,613 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 34,858
Change-34,858 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 33,939
Change-33,939 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 31,401
Change-31,401 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 28,576
Change-28,576 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 28,316
Change-28,316 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 28,108
Change-28,108 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 27,222
Change-27,222 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 26,566
Change-26,566 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 26,066
Change-26,066 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 23,280
Change-23,280 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 22,236
Change-22,236 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 22,136
Change-22,136 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 22,018
Change-22,018 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 21,232
Change-21,232 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 19,921
Change-19,921 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 19,477
Change-19,477 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 19,263
Change-19,263 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 17,289
Change-17,289 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,108
Change-17,108 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,920
Change-16,920 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 16,713
Change-16,713 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 16,634
Change-16,634 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 16,489
Change-16,489 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 15,807
Change-15,807 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 15,451
Change-15,451 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,706
Change-14,706 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 14,496
Change-14,496 (-100%)
Value—
Stephens Inc
N/A
Shares— from 14,307
Change-14,307 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,201
Change-14,201 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,115
Change-14,115 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 13,902
Change-13,902 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,803
Change-13,803 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 12,534
Change-12,534 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 12,337
Change-12,337 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,073
Change-12,073 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,513
Change-11,513 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 11,303
Change-11,303 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 11,240
Change-11,240 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Optas, LLC
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 10,720
Change-10,720 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,912
Change-9,912 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,737
Change-9,737 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,176
Change-9,176 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,424
Change-8,424 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 7,741
Change-7,741 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 7,341
Change-7,341 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 6,594
Change-6,594 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Park Circle Co
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 744
Change-744 (-100%)
Value—
EFG International AG
N/A
Shares— from 687
Change-687 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 420
Change-420 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 293
Change-293 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 226
Change-226 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 222
Change-222 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 198
Change-198 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 143
Change-143 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 98
Change-98 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Motco
N/A
Shares— from 66
Change-66 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 56
Change-56 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 44
Change-44 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED3,274,8443,284,284-9,4400%$104.0M$108.7M+$4.7M2026-11-04
Creative Planning
INCREASED501,641239,729+261,912+109%$7.6M$16.6M+$9.1M2026-11-02
TD Waterhouse Canada Inc.
DECREASED327,238352,742-25,504-7%$11.1M$11.0M-$114.2K2026-10-16
Assetmark, Inc
INCREASED299,955260,559+39,396+15%$8.3M$10.0M+$1.7M2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
INCREASED272,880223,566+49,314+22%$7.1M$9.1K-$7.1M2026-10-22
Bank of New York Mellon Corp
INCREASED230,360201,422+28,938+14%$6.4M$7.6M+$1.3M2026-11-05
Pictet North America Advisors SA
DECREASED174,151180,566-6,415-4%$5.7M$5.8M+$59.8K2026-10-21
Narwhal Capital Management
DECREASED169,327177,412-8,085-5%$5.6M$5.6M-$3682026-11-04
Crossmark Global Holdings, Inc.
DECREASED159,402166,930-7,528-5%$5.3M$5.3M+$2.3K2026-10-21
Hamilton Point Investment Advisors, LLC
INCREASED156,939155,476+1,463+1%$4.9M$5.2M+$283.3K2026-11-03
Todd Asset Management LLC
INCREASED153,690151,660+2,030+1%$4.8M$5.1M+$296.4K2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED152,535154,167-1,632-1%$4.8M$5.1M+$270.6K2026-11-04
Ethic Inc.
INCREASED150,600132,136+18,464+14%$4.2M$5.0M+$812.1K2026-11-03
Blue Zone Wealth Advisors, LLC
DECREASED130,853133,796-2,943-2%$4.2M$4.3M+$104.4K2026-10-19
Kornitzer Capital Management Inc
UNCHANGED130,000130,00000%$4.1M$4.3M+$196.3K2026-11-03
Ritholtz Wealth Management
INCREASED129,848127,712+2,136+2%$4.0M$4.3M+$263.7K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED116,848116,951-1030%$3.7M$3.9M+$173.2K2026-10-27
US Bancorp \de\
DECREASED107,904111,231-3,327-3%$3.5M$3.6M+$57.6K2026-11-05
Motley Fool Asset Management LLC
DECREASED80,20082,000-1,800-2%$2.6M$2.7M+$64.1K2026-10-27
Vise Technologies, Inc.
INCREASED75,33360,270+15,063+25%$1.9M$2.5M+$590.8K2026-10-29
Kathmere Capital Management, LLC
INCREASED69,05149,199+19,852+40%$1.6M$2.3M+$733.0K2026-10-20
Quadrant Capital Group LLC
DECREASED61,04261,585-543-1%$2.0M$2.2M+$289.8K2026-10-20
Summerhill Capital Management lnc.
DECREASED59,45159,648-1970%$1.9M$2.0M+$83.5K2026-11-02
Atria Investments, Inc
INCREASED55,96643,463+12,503+29%$1.4M$1.9M+$480.5K2026-10-15
Garton & Associates Financial Advisors LLC
NEW55,208—+55,208——$1.8M—2026-10-30
Eagle Global Advisors LLC
DECREASED53,99754,007-100%$1.7M$1.8M+$81.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED50,15845,138+5,020+11%$1.5M$1.8M+$303.3K2026-10-13
Apollon Wealth Management, LLC
DECREASED49,01069,524-20,514-30%$2.2M$1.6M-$575.7K2026-10-23
Parr Mcknight Wealth Management Group, LLC
DECREASED45,25146,354-1,103-2%$1.5M$1.5M+$33.4K2026-10-30
Verdence Capital Advisors LLC
INCREASED44,48339,076+5,407+14%$1.2M$1.5M+$238.4K2026-10-26
Henry James International Management Inc.
UNCHANGED43,28643,28600%$1.4M$1.4M+$65.4K2026-10-14
Signaturefd, LLC
INCREASED41,49840,524+974+2%$1.3M$1.4M+$93.5K2026-10-23
Demars Financial Group, LLC
INCREASED40,89238,053+2,839+7%$1.2M$1.4M+$151.7K2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED37,86338,210-347-1%$1.2M$1.3M+$46.2K2026-11-05
GC Wealth Management RIA, LLC
DECREASED35,22044,881-9,661-22%$1.4M$1.2M-$252.8K2026-11-02
Aaron Wealth Advisors LLC
DECREASED34,75336,976-2,223-6%$1.2M$1.2M-$17.9K2026-10-13
Compound Planning, Inc.
INCREASED30,71221,389+9,323+44%$677.4K$1.0M+$341.7K2026-11-05
Mather Group, Llc.
INCREASED28,49927,687+812+3%$876.8K$945.6K+$68.8K2026-10-14
Regions Financial Corp
DECREASED28,46929,571-1,102-4%$936.5K$944.6K+$8.1K2026-11-05
Park Avenue Securities LLC
INCREASED27,75724,295+3,462+14%$769.0K$921-$768.1K2026-10-26
Evergreen Capital Management LLC
DECREASED27,57143,987-16,416-37%$1.4M$914.8K-$478.3K2026-10-23
Henshaw Capital LLC
DECREASED26,65851,643-24,985-48%$1.6M$884.5K-$747.6K2026-11-03
Bailard, Inc.
INCREASED25,42723,994+1,433+6%$759.9K$843.7K+$83.8K2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED24,82822,883+1,945+9%$724.7K$823.8K+$99.1K2026-10-14
Keybank National Association
DECREASED24,12031,702-7,582-24%$1.0M$800.3K-$203.7K2026-11-04
Investors Research Corp
DECREASED23,97524,450-475-2%$774.3K$795.5K+$21.2K2026-10-07
Ascent Group, LLC
INCREASED23,88018,023+5,857+33%$570.8K$792.3K+$221.6K2026-10-30
Choreo, LLC
INCREASED23,69222,975+717+3%$727.6K$786.1K+$58.5K2026-10-28
Concurrent Investment Advisors, LLC
DECREASED23,13923,822-683-3%$754.4K$767.8K+$13.3K2026-10-16
Sterling Capital Management LLC
INCREASED21,80621,738+68+0%$688.4K$723.5K+$35.1K2026-10-22
Citigroup Inc
DECREASED21,39029,639-8,249-28%$938.7K$709.7K-$228.9K2026-11-04
Alps Advisors Inc
INCREASED21,04020,149+891+4%$638.1K$698.1K+$60.0K2026-11-03
Carnegie Investment Counsel
DECREASED20,94224,665-3,723-15%$781.1K$694.9K-$86.3K2026-10-20
Vest Financial, LLC
INCREASED19,43117,114+2,317+14%$542.0K$644.7K+$102.7K2026-10-21
Davenport & Co LLC
NEW19,393—+19,393——$643.5K—2026-10-14
Truist Financial Corp
INCREASED19,34315,735+3,608+23%$498.3K$641.8K+$143.5K2026-10-30
Argonautica Private Wealth Management, Inc
INCREASED19,07918,150+929+5%$574.8K$633.1K+$58.3K2026-11-02
Lido Advisors, LLC
INCREASED19,07614,308+4,768+33%$453.1K$632.9K+$179.8K2026-11-04
Gibbs Wealth Management
INCREASED18,11915,864+2,255+14%$502.4K$601.2K+$98.8K2026-10-22
Mission Wealth Management, LP
DECREASED17,64219,494-1,852-9%$617.4K$585.4K-$32.0K2026-10-15
Farther Finance Advisors, LLC
DECREASED17,63518,208-573-3%$576.3K$585.1K+$8.9K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED17,49640,668-23,172-57%$1.3M$580.5K-$707.4K2026-10-20
Aprio Wealth Management, LLC
INCREASED17,03415,363+1,671+11%$486.5K$565.2K+$78.6K2026-10-28
Profund Advisors LLC
INCREASED15,68413,996+1,688+12%$443.3K$520.4K+$77.1K2026-10-29
Legacy Wealth Asset Management, LLC
INCREASED14,96414,723+241+2%$466.3K$496.5K+$30.2K2026-10-09
Investment Research Partners LLC
INCREASED14,86314,403+460+3%$456.1K$493.2K+$37.0K2026-10-19
Blue Trust, Inc.
DECREASED14,81516,089-1,274-8%$509.6K$491.6K-$18.0K2026-10-15
Plan A Wealth LLC
INCREASED14,63814,168+470+3%$448.7K$485.7K+$37.0K2026-10-08
J.Safra Asset Management Corp
INCREASED14,397305+14,092+4620%$9.7K$477.7K+$468.0K2026-11-03
Abel Hall, LLC
INCREASED13,82813,233+595+5%$419.1K$458.8K+$39.7K2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED13,23913,23900%$419.3K$419.3K$02026-10-13
AMG National Trust Bank
INCREASED13,21212,181+1,031+8%$385.8K$438.4K+$52.6K2026-11-05
Gamma Investing LLC
INCREASED12,58410,191+2,393+23%$322.7K$417.5K+$94.8K2026-10-08
HB Wealth Management, LLC
INCREASED12,28711,864+423+4%$375.8K$407.7K+$31.9K2026-10-23
Versant Capital Management, Inc
DECREASED12,19012,544-354-3%$397.3K$404.5K+$7.2K2026-10-02
Kestra Advisory Services, LLC
NEW12,118—+12,118——$402.1K—2026-11-02
Diversify Advisory Services, LLC
DECREASED12,11312,585-472-4%$448.7K$465.4K+$16.7K2026-10-20
Diversify Wealth Management, LLC
DECREASED12,11312,585-472-4%$448.7K$465.4K+$16.7K2026-10-20
Greenleaf Trust
DECREASED11,82512,806-981-8%$405.6K$392.4K-$13.2K2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED11,59610,676+920+9%$338.1K$384.7K+$46.6K2026-10-27
Commonwealth Equity Services, LLC
DECREASED11,23514,978-3,743-25%$474.3K$372.8K-$101.6K2026-11-02
D'Orazio & Associates, Inc.
INCREASED11,1809,613+1,567+16%$304.4K$371.0K+$66.5K2026-11-04
Trust Point Inc.
INCREASED10,5688,905+1,663+19%$282.0K$350.6K+$68.6K2026-10-27
Vontobel Holding Ltd.
UNCHANGED10,38410,38400%$329.1K$344.4K+$15.4K2026-10-16
Xponance LLC
INCREASED9,9548,735+1,219+14%$276.6K$330.3K+$53.6K2026-11-03
Parallel Advisors, LLC
INCREASED9,8249,416+408+4%$298.2K$326.0K+$27.7K2026-11-03
Fifth Third Bancorp
INCREASED9,7593,465+6,294+182%$109.7K$323.8K+$214.1K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED9,6639,659+4+0%$306.0K$321-$305.7K2026-11-02
Net Worth Advisory Group
INCREASED9,4496,807+2,642+39%$215.6K$316.4K+$100.9K2026-10-20
PDS Planning, Inc
INCREASED9,4099,302+107+1%$294.6K$312.2K+$17.6K2026-11-03
Valeo Financial Advisors, LLC
INCREASED9,4068,011+1,395+17%$253.7K$312.1K+$58.4K2026-10-08
Anchyra Partners LLC
INCREASED8,9417,854+1,087+14%$248.7K$296.7K+$47.9K2026-10-13
Gallacher Capital Management LLC
DECREASED8,45312,815-4,362-34%$405.9K$280.5K-$125.4K2026-10-30
May Hill Capital, LLC
NEW8,043—+8,043——$266.9K—2026-11-03
Frank, Rimerman Advisors LLC
DECREASED7,9797,993-140%$253.1K$264.7K+$11.6K2026-10-16
Axxcess Wealth Management, LLC
NEW7,520—+7,520——$249.5K—2026-10-21
Five Oceans Advisors
UNCHANGED7,3517,35100%$232.8K$243.9K+$11.1K2026-10-22
Portside Wealth Group, LLC
INCREASED7,3286,410+918+14%$203.0K$243.1K+$40.1K2026-10-20
Nilsine Partners, LLC
NEW7,284—+7,284——$241.7K—2026-11-02
Americana Partners, LLC
NEW7,217—+7,217——$239.5K—2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW6,727—+6,727——$223.2K—2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED6,4776,529-52-1%$206.8K$214.9K+$8.1K2026-11-03
Sage Rhino Capital LLC
INCREASED6,3986,371+27+0%$201.8K$212.3K+$10.5K2026-10-28
First Affirmative Financial Network
NEW6,274—+6,274——$208.2K—2026-10-21
Fulton Bank, N.A.
NEW6,254—+6,254——$207.5K—2026-10-14
Reynders McVeigh Capital Management, LLC
NEW6,201—+6,201——$205.8K—2026-10-30
Diversified Enterprises, LLC
NEW6,152—+6,152——$204.1K—2026-10-19
Trek Financial, LLC
NEW6,116—+6,116——$202.9K—2026-10-29
Wedmont Private Capital
NEW5,994—+5,994——$211.2K—2026-10-09
EverSource Wealth Advisors, LLC
DECREASED5,8516,260-409-7%$198.3K$194.1K-$4.1K2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED4,35826,384-22,026-83%$835.6K$144.6K-$691.0K2026-10-29
Provenance Wealth Advisors, LLC
NEW3,805—+3,805——$126.3K—2026-10-30
Cromwell Holdings LLC
UNCHANGED3,5803,58000%$113.4K$118.8K+$5.4K2026-10-28
Grove Bank & Trust
DECREASED3,3443,581-237-7%$113.4K$111.0K-$2.5K2026-10-08
Axiom Investment Management LLC
UNCHANGED3,0033,00300%$95.1K$99.6K+$4.5K2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED2,7972,79700%$88.6K$92.8K+$4.2K2026-10-15
Heritage Family Offices, LLP
NEW2,550—+2,550——$84.6K—2026-11-02
TD Private Client Wealth LLC
DECREASED2,4272,562-135-5%$81.1K$80.5K-$6112026-10-28
SBI Securities Co., Ltd.
DECREASED2,2282,411-183-8%$76.4K$73.9K-$2.4K2026-10-22
American National Bank & Trust
DECREASED2,0812,507-426-17%$79.4K$69.0K-$10.3K2026-10-07
IFP Advisors, Inc
DECREASED2,0142,301-287-12%$72.9K$66.8K-$6.0K2026-10-16
V-Square Quantitative Management LLC
UNCHANGED1,9101,91000%$60.5K$63.4K+$2.9K2026-10-15
Cape Investment Advisory, Inc.
DECREASED1,7601,767-70%$56.0K$58.4K+$2.4K2026-10-13
Owl Creek Wealth Partners LLC
DECREASED1,6792,127-448-21%$67.4K$55.7K-$11.7K2026-10-20
Salomon & Ludwin, LLC
DECREASED1,4161,650-234-14%$51.8K$47.0K-$4.8K2026-10-29
Private Trust Co NA
INCREASED1,3301,233+97+8%$39.0K$44.1K+$5.1K2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED1,1261,12600%$35.7K$37.4K+$1.7K2026-10-22
First Horizon Corp
UNCHANGED1,0961,09600%$34.7K$36.4K+$1.7K2026-10-26
Manchester Capital Management LLC
INCREASED987978+9+1%$31.0K$32.7K+$1.8K2026-10-22
Parkside Financial Bank & Trust
INCREASED891851+40+5%$27.0K$29.6K+$2.6K2026-10-27
Elyxium Wealth, LLC
NEW822—+822——$27.3K—2026-10-27
Proathlete Wealth Management LLC
NEW759—+759——$25.2K—2026-10-15
First Command Advisory Services, Inc.
INCREASED746138+608+441%$4.4K$24.8K+$20.4K2026-11-05
Bare Financial Services, Inc
INCREASED743672+71+11%$21.3K$24.7K+$3.4K2026-11-04
Ares Financial Consulting, LLC
UNCHANGED68068000%$21.5K$22.6K+$1.0K2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED67667600%$21.4K$22.4K+$1.0K2026-10-23
James T. Borello RIA
INCREASED671207+464+224%$6.6K$22.3K+$15.7K2026-10-16
Lanark Financial, Inc.
INCREASED611417+194+47%$13.2K$20.3K+$7.1K2026-10-26
Financial Consulate, Inc
INCREASED605215+390+181%$6.8K$20.1K+$13.3K2026-10-23
Root Financial Partners, LLC
NEW582—+582——$19.3K—2026-10-21
Physician Wealth Advisors, Inc.
INCREASED575528+47+9%$16.7K$19.1K+$2.4K2026-10-20
True Wealth Design, LLC
INCREASED552513+39+8%$16.2K$18.3K+$2.1K2026-10-13
Financial Network Wealth Advisors LLC
INCREASED538276+262+95%$8.7K$17.9K+$9.1K2026-10-28
Oakworth Capital, Inc.
INCREASED509439+70+16%$13.9K$16.9K+$3.0K2026-10-26
Westside Investment Management, Inc.
UNCHANGED45845800%$14.5K$15.3K+$8022026-11-02
Eastern Bank
UNCHANGED42442400%$13.4K$14.1K+$6402026-10-05
WPG Advisers, LLC
DECREASED376377-10%$11.9K$12.5K+$5362026-10-27
JFS Wealth Advisors, LLC
UNCHANGED34234200%$10.8K$11.3K+$5162026-11-03
Rossby Financial, LCC
DECREASED341408-67-16%$12.9K$11.3K-$1.6K2026-11-05
Larson Financial Group LLC
INCREASED337276+61+22%$8.7K$11.2K+$2.4K2026-11-05
Silver Grove Financial Group, Inc.
DECREASED325440-115-26%$13.9K$10.8K-$3.2K2026-11-05
West Financial Advisors, LLC
NEW292—+292——$9.7K—2026-10-22
Nisa Investment Advisors, LLC
DECREASED288297-9-3%$9.4K$9.6K+$1502026-10-20
Golden State Wealth Management, LLC
DECREASED277299-22-7%$9.5K$9.2K-$2852026-11-02
Fairman Group, LLC
UNCHANGED24824800%$7.9K$8.2K+$3752026-10-26
City Holding Co
UNCHANGED22322300%$7.1K$7.4K+$3392026-10-19
Jacobi Capital Management LLC
NEW220—+220——$7.3K—2026-11-05
Highline Wealth Partners LLC
INCREASED19857+141+247%$1.8K$6.6K+$4.8K2026-10-19
Signature Equity Partners, LLC
DECREASED189232-43-19%$7.3K$6.3K-$1.1K2026-10-29
Hughes Financial Services, LLC
UNCHANGED18418400%$5.8K$7.2K+$1.4K2026-10-30
Bell Investment Advisors, Inc
DECREASED171181-10-6%$5.7K$5.7K-$592026-10-29
Retirement Wealth Solutions LLC
INCREASED168138+30+22%$4.4K$5.6K+$1.2K2026-10-07
Compass Financial Management LLC
UNCHANGED16516500%$5.2K$5.5K+$2492026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW137—+137——$4.5K—2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED131133-2-1%$4.2K$4.3K+$1352026-10-23
GK Wealth Management LLC
NEW123—+123——$4.1K—2026-10-09
MV Capital Management, Inc.
DECREASED115118-3-3%$3.7K$3.8K+$782026-10-29
Livelsberger Financial Advisory
NEW112—+112——$3.7K—2026-10-28
UMB Private Wealth Management, LLC
NEW110—+110——$3.7K—2026-10-19
Fortitude Family Office, LLC
DECREASED104132-28-21%$4.2K$3.5K-$7292026-10-14
Acumen Wealth Advisors, LLC
NEW100—+100——$3.3K—2026-11-05
Transce3nd, LLC
NEW93—+93——$3.6K—2026-10-26
Arlington Trust Co LLC
UNCHANGED898900%$2.8K$3.0K+$1342026-10-20
Nemes Rush Group LLC
UNCHANGED888800%$2.8K$2.9K+$1332026-11-04
Plante Moran Financial Advisors, LLC
DECREASED87190-103-54%$6.0K$2.9K-$3.1K2026-11-04
Downshift Financial, LLC
UNCHANGED848400%$2.7K$2.8K+$1272026-10-13
American Capital Advisory, LLC
DECREASED7984-5-6%$2.7K$2.6K-$392026-10-28
Creative Financial Designs Inc
DECREASED7885-7-8%$2.7K$2.6K-$1042026-11-04
Planning Strategies Inc.
NEW77—+77——$2.6K—2026-10-02
Ascentis Wealth Management, LLC
NEW75—+75——$2.5K—2026-11-03
Asset Dedication, LLC
UNCHANGED666600%$2.1K$2.2K+$992026-11-03
Pacifica Partners Inc.
UNCHANGED636300%$2.0K$2.1K+$972026-10-09
Breakwater Investment Management
NEW61—+61——$2.0K—2026-10-20
Lodestone Wealth Management LLC
UNCHANGED606000%$1.9K$2.0K+$912026-10-14
Albion Financial Group
NEW54—+54——$1.8K—2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED434300%$1.4K$1.4K+$652026-10-13
CX Institutional
UNCHANGED424200%$1$1$02026-10-02
Burk Holdings LLC
UNCHANGED363600%$1.1K$1.2K+$542026-11-05
Central Trust Co
UNCHANGED262600%$824$863+$392026-11-05
Monetary Solutions, Ltd
INCREASED2514+11+79%$443$830+$3872026-10-22
Country Trust Bank
NEW21—+21——$697—2026-10-30
Financial Management Professionals, Inc.
UNCHANGED212100%$665$697+$322026-10-23
Caldwell Trust Co
UNCHANGED202000%$633$664+$312026-10-30
Buck Wealth Strategies, LLC
UNCHANGED171700%$538$564+$262026-10-28
North Star Investment Management Corp.
UNCHANGED161600%$507$531+$242026-10-27
Cullen T Bankers, Inc.
DECREASED14454-440-97%$14.4K$468-$13.9K2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED131300%$412$431+$192026-10-05
Gilpin Wealth Management, LLC
NEW10—+10——$332—2026-10-09
Abound Wealth Management
INCREASED103+7+233%$96$332+$2362026-10-26
CoreCap Advisors, LLC
DECREASED5240-235-98%$7.6K$166-$7.4K2026-10-08
Mosley Wealth Management
UNCHANGED3300%$95$115+$202026-10-16
ABC Arbitrage SA
CLOSED090,026-90,026-100%$2.9M$0-$2.9M2026-10-23
Paradigm Asset Management Co LLC
CLOSED045,000-45,000-100%$1.4M$0-$1.4M2026-11-05
Simplex Trading, LLC
CLOSED017,754-17,754-100%$562.3K$0-$562.3K2026-11-04
Imc-Chicago, LLC
CLOSED013,540-13,540-100%$428.8K$0-$428.8K2026-11-05
Arlington Partners LLC
CLOSED07,371-7,371-100%$233.4K$0-$233.4K2026-10-20
Parnassus Investments, LLC
CLOSED06,791-6,791-100%$215.1K$0-$215.1K2026-10-22
Cornerstone Planning Group LLC
CLOSED0893-893-100%$29.2K$0-$29.2K2026-10-16
United Financial Planning Group LLC
CLOSED0252-252-100%$8.0K$0-$8.0K2026-11-04
Whipplewood Advisors, LLC
CLOSED0197-197-100%$6.2K$0-$6.2K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
CLOSED0146-146-100%$4.6K$0-$4.6K2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED0121-121-100%$3.8K$0-$3.8K2026-10-27
Essential Partners LLC
CLOSED099-99-100%$3.1K$0-$3.1K2026-10-14
Bayforest Capital Ltd
CLOSED091-91-100%$2.9K$0-$2.9K2026-11-03
Key FInancial Inc
CLOSED049-49-100%$1.6K$0-$1.6K2026-11-02
Halbert Hargrove Global Advisors, LLC
CLOSED030-30-100%$966$0-$9662026-10-16
Trifecta Capital Advisors, LLC
CLOSED018-18-100%$571$0-$5712026-10-21
Capital International Investors
N/A—8,778,272-8,778,272-100%$276.9M———
Morgan Stanley
N/A—6,573,937-6,573,937-100%$208.2M———
Arrowstreet Capital, Limited Partnership
N/A—6,275,899-6,275,899-100%$198.8M———
Bank of America Corp
N/A—3,884,884-3,884,884-100%$123.0M———
Goldman Sachs Group Inc
N/A—3,578,684-3,578,684-100%$113.3M———
Lazard Asset Management LLC
N/A—3,008,847-3,008,847-100%$95.3M———
Northern Trust Corp
N/A—2,539,509-2,539,509-100%$80.4M———
BlackRock, Inc.
N/A—2,302,990-2,302,990-100%$72.9M———
FMR LLC
N/A—2,186,039-2,186,039-100%$69.2M———
Raymond James Financial Inc
N/A—2,025,642-2,025,642-100%$64.2M———
Aviso Financial Inc.
N/A—1,791,223-1,791,223-100%$56.7M———
Causeway Capital Management LLC
N/A—1,762,329-1,762,329-100%$55.8M———
Royal Bank of Canada
N/A—1,728,027-1,728,027-100%$54.7M———
Capital Counsel LLC
N/A—1,526,040-1,526,040-100%$48.3M———
Envestnet Asset Management Inc
N/A—1,498,208-1,498,208-100%$47.4M———
Natixis Advisors, LLC
N/A—1,429,378-1,429,378-100%$45.3M———
Wells Fargo & Company
N/A—1,383,890-1,383,890-100%$43.8M———
Jones Financial Companies Lllp
N/A—1,322,800-1,322,800-100%$41.5M———
Millennium Management LLC
N/A—1,267,235-1,267,235-100%$40.1M———
1832 Asset Management L.P.
N/A—1,198,809-1,198,809-100%$38.0M———
JPMorgan Chase & Co
N/A—1,147,489-1,147,489-100%$35.9M———
Alliancebernstein L.P.
N/A—1,064,978-1,064,978-100%$35.3M———
First Eagle Investment Management, LLC
N/A—1,040,886-1,040,886-100%$33.0M———
Optiver Holding B.V.
N/A—903,778-903,778-100%$28.6M———
Two Sigma Investments, LP
N/A—886,341-886,341-100%$28.1M———
American Century Companies Inc
N/A—802,113-802,113-100%$25.4M———
Ameriprise Financial Inc
N/A—739,958-739,958-100%$23.3M———
Invesco Ltd.
N/A—665,508-665,508-100%$21.1M———
Jane Street Group, LLC
N/A—657,493-657,493-100%$20.8M———
Renaissance Technologies LLC
N/A—506,130-506,130-100%$16.0M———
SEI Investments Co
N/A—463,314-463,314-100%$14.7M———
Quantinno Capital Management LP
N/A—450,539-450,539-100%$14.3M———
Point72 Asset Management, L.P.
N/A—416,283-416,283-100%$13.2M———
Neuberger Berman Group LLC
N/A—373,837-373,837-100%$11.8M———
O'shaughnessy Asset Management, LLC
N/A—345,285-345,285-100%$10.9M———
Massachusetts Financial Services Co
N/A—343,794-343,794-100%$10.9M———
Marshall Wace, LLP
N/A—343,547-343,547-100%$10.9M———
Pathstone Holdings, LLC
N/A—339,641-339,641-100%$10.8M———
Charles Schwab Investment Management Inc
N/A—320,613-320,613-100%$10.2M———
UBS Group AG
N/A—317,874-317,874-100%$10.1M———
HRT Financial LP
N/A—303,784-303,784-100%$9.6M———
Northwest & Ethical Investments L.P.
N/A—281,698-281,698-100%$8.9M———
BNP Paribas Financial Markets
N/A—270,941-270,941-100%$8.6M———
River Road Asset Management, LLC
N/A—242,449-242,449-100%$7.7M———
Voloridge Investment Management, LLC
N/A—238,080-238,080-100%$7.5M———
Citadel Advisors LLC
N/A—231,823-231,823-100%$7.3M———
AQR Capital Management LLC
N/A—220,441-220,441-100%$7.0M———
NewEdge Wealth, LLC
N/A—217,919-217,919-100%$6.9M———
LPL Financial LLC
N/A—211,154-211,154-100%$6.7M———
Deutsche Bank Ag\
N/A—206,979-206,979-100%$6.6M———
First Trust Advisors LP
N/A—184,079-184,079-100%$5.8M———
XTX Topco Ltd
N/A—172,858-172,858-100%$5.5M———
Capital International, Inc.
N/A—171,423-171,423-100%$5.4M———
Militia Capital Management LLC
N/A—160,000-160,000-100%$5.1M———
Logan Capital Management Inc
N/A—155,883-155,883-100%$4.9M———
Evelyn Partners Group Ltd
N/A—153,281-153,281-100%$4.9M———
Teachers Retirement System of the State of Kentucky
N/A—150,590-150,590-100%$4.8M———
Timber Creek Capital Management LLC
N/A—133,407-133,407-100%$4.2M———
Stifel Financial Corp
N/A—132,467-132,467-100%$4.2M———
Captrust Financial Advisors
N/A—129,214-129,214-100%$4.1M———
Public Employees Retirement System of Ohio
N/A—122,269-122,269-100%$3.9M———
QRG Capital Management, Inc.
N/A—120,475-120,475-100%$3.8M———
Vestmark Advisory Solutions, Inc.
N/A—120,041-120,041-100%$3.8M———
Vident Advisory, LLC
N/A—117,654-117,654-100%$3.7M———
Advisors Capital Management, LLC
N/A—117,448-117,448-100%$3.7M———
Cerity Partners LLC
N/A—115,591-115,591-100%$3.7M———
Orion Porfolio Solutions, LLC
N/A—112,750-112,750-100%$3.6M———
LMR Partners LLP
N/A—105,500-105,500-100%$3.3M———
Nuveen, LLC
N/A—103,792-103,792-100%$3.3M———
Capital Fund Management S.A.
N/A—102,872-102,872-100%$3.3M———
MML Investors Services, LLC
N/A—100,980-100,980-100%$3.2M———
Bank of Montreal
N/A—100,631-100,631-100%$3.2M———
Vanguard Personalized Indexing Management, LLC
N/A—100,105-100,105-100%$3.2M———
DV Equities, LLC
N/A—97,209-97,209-100%$3.1M———
PNC Financial Services Group, Inc.
N/A—83,067-83,067-100%$2.6M———
Mercer Global Advisors Inc
N/A—82,729-82,729-100%$2.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—81,498-81,498-100%$2.6M———
Cetera Investment Advisers
N/A—81,398-81,398-100%$2.6M———
Callan Family Office, LLC
N/A—80,400-80,400-100%$2.5M———
Sanctuary Advisors, LLC
N/A—77,771-77,771-100%$2.5M———
HighTower Advisors, LLC
N/A—77,701-77,701-100%$2.5M———
Mariner, LLC
N/A—77,517-77,517-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—74,808-74,808-100%$2.4M———
Lester Murray Antman dba SimplyRich
N/A—74,441-74,441-100%$2.4M———
Cresset Asset Management, LLC
N/A—70,058-70,058-100%$2.2M———
LGT Group Foundation
N/A—69,066-69,066-100%$2.2M———
Tower Research Capital LLC (TRC)
N/A—66,760-66,760-100%$2.1M———
SIT Investment Associates Inc
N/A—64,134-64,134-100%$2.0M———
Quadrature Capital Ltd
N/A—63,887-63,887-100%$2.0M———
Focus Partners Wealth
N/A—59,234-59,234-100%$1.9M———
Russell Investments Group, Ltd.
N/A—58,900-58,900-100%$1.9M———
Susquehanna International Group, LLP
N/A—52,701-52,701-100%$1.7M———
Janney Montgomery Scott LLC
N/A—52,189-52,189-100%$1.7M———
Osaic Holdings, Inc.
N/A—51,726-51,726-100%$1.6M———
NewEdge Advisors, LLC
N/A—47,604-47,604-100%$1.5M———
Broad Run Investment Management, LLC
N/A—47,000-47,000-100%$1.5M———
Hantz Financial Services, Inc.
N/A—46,856-46,856-100%$1.5M———
&partners
N/A—46,777-46,777-100%$1.5M———
GeoWealth Management, LLC
N/A—46,022-46,022-100%$1.5M———
Arkadios Wealth Advisors
N/A—44,150-44,150-100%$1.4M———
Rhumbline Advisers
N/A—43,914-43,914-100%$1.4M———
Maridea Wealth Management LLC
N/A—40,825-40,825-100%$1.3M———
Old Mission Capital LLC
N/A—40,788-40,788-100%$1.3M———
Naviter Wealth, LLC
N/A—40,128-40,128-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—39,383-39,383-100%$1.2M———
Earnest Partners LLC
N/A—39,233-39,233-100%$1.2M———
Scotia Capital Inc.
N/A—38,798-38,798-100%$1.2M———
IEQ Capital, LLC
N/A—38,486-38,486-100%$1.2M———
Guardcap Asset Management Ltd
N/A—38,023-38,023-100%$1.2M———
Toronto Dominion Bank
N/A—37,680-37,680-100%$1.2M———
State Street Corp
N/A—36,340-36,340-100%$1.2M———
Caprock Group, LLC
N/A—35,613-35,613-100%$1.1M———
M&T Bank Corp
N/A—34,858-34,858-100%$1.1M———
GTS Securities LLC
N/A—33,939-33,939-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—31,401-31,401-100%$994.5K———
Flow Traders U.S. LLC
N/A—28,576-28,576-100%$905.0K———
Fiera Capital Corp
N/A—28,316-28,316-100%$896.8K———
Guggenheim Capital LLC
N/A—28,108-28,108-100%$890.2K———
Ballentine Partners, LLC
N/A—27,222-27,222-100%$862.1K———
Merit Financial Group, LLC
N/A—26,566-26,566-100%$841.4K———
UBS Asset Management Americas LLC
N/A—26,066-26,066-100%$825.5K———
Dkrt Investments Corp.
N/A—25,000-25,000-100%$791.8K———
Zions Bancorporation, National Association
N/A—23,280-23,280-100%$737.3K———
Savant Capital, LLC
N/A—22,904-22,904-100%$753.0K———
Franklin Resources Inc
N/A—22,236-22,236-100%$704.2K———
Smartleaf Asset Management LLC
N/A—22,136-22,136-100%$692.6K———
Dynamic Technology Lab Private Ltd
N/A—22,018-22,018-100%$698.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—21,232-21,232-100%$672.4K———
Benjamin Edwards Inc
N/A—19,921-19,921-100%$630.8K———
Banco de Sabadell, S.a
N/A—19,477-19,477-100%$620.0K———
National Bank of Canada
N/A—19,263-19,263-100%$612.8K———
Barometer Capital Management Inc.
N/A—18,900-18,900-100%$598.6K———
Tidal Investments LLC
N/A—17,289-17,289-100%$547.5K———
Bleakley Financial Group, LLC
N/A—17,108-17,108-100%$541.8K———
Syon Capital LLC
N/A—16,920-16,920-100%$535.9K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—16,713-16,713-100%$529.3K———
Squarepoint Ops LLC
N/A—16,634-16,634-100%$526.8K———
Ellevest, Inc.
N/A—16,489-16,489-100%$521.6K———
Dorsey & Whitney Trust Co LLC
N/A—15,807-15,807-100%$500.6K———
Jump Financial, LLC
N/A—15,451-15,451-100%$489.3K———
Summit Trail Advisors, LLC
N/A—15,078-15,078-100%$477.5K———
Venturi Wealth Management, LLC
N/A—14,706-14,706-100%$465.7K———
Glenmede Trust Co NA
N/A—14,496-14,496-100%$459.1K———
Stephens Inc
N/A—14,307-14,307-100%$453.1K———
Global Retirement Partners, LLC
N/A—14,201-14,201-100%$449.7K———
Snowden Capital Advisors LLC
N/A—14,115-14,115-100%$447.0K———
Checchi Capital Advisers, LLC
N/A—13,902-13,902-100%$440.3K———
Steward Partners Investment Advisory, LLC
N/A—13,803-13,803-100%$437.2K———
Advisors Asset Management, Inc.
N/A—12,534-12,534-100%$397.0K———
Gotham Asset Management, LLC
N/A—12,337-12,337-100%$390.7K———
OneDigital Investment Advisors LLC
N/A—12,073-12,073-100%$382.4K———
Coldstream Capital Management Inc
N/A—12,006-12,006-100%$380.2K———
Transcend Capital Advisors, LLC
N/A—11,513-11,513-100%$364.6K———
Basecamp Wealth Advisors LLC
N/A—11,303-11,303-100%$358.0K———
Qtron Investments LLC
N/A—11,240-11,240-100%$356.0K———
Bridgewater Advisors Inc.
N/A—11,059-11,059-100%$399.9K———
Independent Advisor Alliance
N/A—10,766-10,766-100%$340.9K———
Optas, LLC
N/A—10,727-10,727-100%$339.7K———
Phillips Wealth Planners LLC
N/A—10,720-10,720-100%$351.7K———
Pure Financial Advisors, LLC
N/A—10,129-10,129-100%$320.8K———
MAI Capital Management
N/A—9,912-9,912-100%$313.9K———
Northwestern Mutual Wealth Management Co
N/A—9,737-9,737-100%$308.4K———
Keebeck Wealth Management
N/A—9,582-9,582-100%$303.5K———
Prosperity Consulting Group, LLC
N/A—9,235-9,235-100%$292.5K———
Arax Advisory Partners
N/A—9,176-9,176-100%$290.6K———
Bayesian Capital Management, LP
N/A—8,700-8,700-100%$275.5K———
Beacon Pointe Advisors, LLC
N/A—8,424-8,424-100%$266.8K———
Martin Investment Management, LLC
N/A—7,815-7,815-100%$247.5K———
Envestnet Portfolio Solutions, Inc.
N/A—7,780-7,780-100%$246.4K———
Roehl & Yi Investment Advisors, LLC
N/A—7,741-7,741-100%$245.2K———
Quantbot Technologies LP
N/A—7,562-7,562-100%$239.5K———
Rock Point Advisors, LLC
N/A—7,560-7,560-100%$239.4K———
Rehmann Capital Advisory Group
N/A—7,523-7,523-100%$238.3K———
EP Wealth Advisors, LLC
N/A—7,470-7,470-100%$236.6K———
Expressive Wealth LLC
N/A—7,451-7,451-100%$236.0K———
Hemenway Trust Co LLC
N/A—7,341-7,341-100%$232.5K———
SOA Wealth Advisors, Llc.
N/A—7,148-7,148-100%$7.1K———
Dearborn Partners LLC
N/A—7,094-7,094-100%$235.2K———
Panagora Asset Management Inc
N/A—7,016-7,016-100%$222.2K———
Principal Securities, Inc.
N/A—6,861-6,861-100%$217.3K———
Personal CFO Solutions, LLC
N/A—6,707-6,707-100%$212.4K———
Fortress Private Ledger, LLC
N/A—6,661-6,661-100%$211.0K———
NerdWallet Wealth Partners, LLC
N/A—6,656-6,656-100%$210.8K———
Clearstead Advisors, LLC
N/A—6,594-6,594-100%$208.8K———
Tranquilli Financial Advisor LLC
N/A—6,573-6,573-100%$208.2K———
Virtu Financial LLC
N/A—6,526-6,526-100%$207.0K———
Huntington National Bank
N/A—6,384-6,384-100%$202.2K———
SG Americas Securities, LLC
N/A—5,711-5,711-100%$181.0K———
Group One Trading LLC
N/A—5,072-5,072-100%$160.6K———
Park Circle Co
N/A—4,900-4,900-100%$155.2K———
Brown Brothers Harriman & Co
N/A—4,524-4,524-100%$143.3K———
Barclays PLC
N/A—4,055-4,055-100%$128.4K———
New York State Common Retirement Fund
N/A—3,399-3,399-100%$107.6K———
Federation des caisses Desjardins du Quebec
N/A—3,181-3,181-100%$100.8K———
Elequin Capital, LP
N/A—3,017-3,017-100%$95.5K———
Colonial Trust Co / SC
N/A—2,915-2,915-100%$92.3K———
Allworth Financial LP
N/A—2,641-2,641-100%$83.6K———
Dunhill Financial, LLC
N/A—2,258-2,258-100%$71.5K———
BFC Planning, Inc.
N/A—1,966-1,966-100%$62.3K———
CVA Family Office, LLC
N/A—1,830-1,830-100%$58.0K———
Stance Capital LLC
N/A—1,741-1,741-100%$55.1K———
Rothschild Investment LLC
N/A—1,684-1,684-100%$53.3K———
Bruce G. Allen Investments, LLC
N/A—1,165-1,165-100%$36.9K———
Bessemer Group Inc
N/A—1,088-1,088-100%$20.0K———
Harbour Investments, Inc.
N/A—1,083-1,083-100%$34.3K———
Palladiem, LLC
N/A—1,080-1,080-100%$34.2K———
IFG Advisory, LLC
N/A—757-757-100%$24.0K———
UMB Bank, n.a.
N/A—744-744-100%$23.6K———
EFG International AG
N/A—687-687-100%$21.8K———
Atlas Capital Advisors Inc.
N/A—587-587-100%$18.6K———
Measured Wealth Private Client Group, LLC
N/A—570-570-100%$18.1K———
Frazier Financial Advisors, LLC
N/A—478-478-100%$15.1K———
Continuum Advisory, LLC
N/A—451-451-100%$14.3K———
Synergy Investment Management, LLC
N/A—429-429-100%$15.4K———
IMA Advisory Services, Inc.
N/A—420-420-100%$13.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—420-420-100%$13.3K———
HHM Wealth Advisors, LLC
N/A—406-406-100%$12.9K———
Raffa Wealth Management, LLC
N/A—384-384-100%$12.2K———
TD Capital Management LLC
N/A—379-379-100%$12.0K———
Bogart Wealth, LLC
N/A—347-347-100%$11.0K———
Kilter Group LLC
N/A—343-343-100%$10.9K———
GW&K Investment Management, LLC
N/A—343-343-100%$11———
Cornerstone Financial Management LLC
N/A—331-331-100%$10.5K———
Ameriflex Group, Inc.
N/A—293-293-100%$9.3K———
Capital Analysts, LLC
N/A—283-283-100%$9———
LRI Investments, LLC
N/A—257-257-100%$8.1K———
Fiduciary Financial Advisors
N/A—226-226-100%$7.0K———
SHP Wealth Management
N/A—222-222-100%$7.0K———
Transamerica Financial Advisors, LLC
N/A—216-216-100%$6.9K———
Coston, McIsaac & Partners
N/A—198-198-100%$6———
BOK Financial Private Wealth, Inc.
N/A—196-196-100%$6.2K———
Geneos Wealth Management Inc.
N/A—193-193-100%$6.1K———
Anchor Investment Management, LLC
N/A—173-173-100%$5.5K———
Strive Financial Group,LLC
N/A—170-170-100%$5.4K———
PlanVest Financial, Inc
N/A—143-143-100%$4.5K———
Manning & Napier Advisors LLC
N/A—138-138-100%$4.3K———
Caldwell Sutter Capital, Inc.
N/A—114-114-100%$3.6K———
WealthCollab, LLC
N/A—106-106-100%$3.4K———
Addison Advisors LLC
N/A—101-101-100%$3.2K———
Atlantic Union Bankshares Corp
N/A—100-100-100%$3.2K———
Strategic Wealth Partners, Ltd.
N/A—98-98-100%$3.1K———
HighMark Wealth Management LLC
N/A—97-97-100%$3.1K———
Godfrey Financial Associates, Inc.
N/A—92-92-100%$2.9K———
Beaird Harris Wealth Management, LLC
N/A—90-90-100%$2.9K———
Aventura Private Wealth, LLC
N/A—82-82-100%$2.6K———
Glen Eagle Advisors, LLC
N/A—70-70-100%$2.2K———
Motco
N/A—66-66-100%$2.1K———
HM Payson & Co
N/A—56-56-100%$1.8K———
Quent Capital, LLC
N/A—55-55-100%$1.7K———
Highland Investment Advisors LLC
N/A—48-48-100%$1.5K———
Keating Financial Advisory Services, Inc.
N/A—44-44-100%$1.4K———
Ancora Advisors LLCA
N/A—44-44-100%$1.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—38-38-100%$1.2K———
Allied Private Wealth LLC
N/A—34-34-100%$1.1K———
Steigerwald, Gordon & Koch Inc.
N/A—26-26-100%$823———
JPL Wealth Management, LLC
N/A—19-19-100%$602———
Caitlin John, LLC
N/A—18-18-100%$570———
Cheviot Value Management, LLC
N/A—2-2-100%$63———
Showing 475 of 475 institutions