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Rentokil Initial PLC (RTO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Nichols & Pratt Advisers LLP
INCREASED
Shares1,009,579 from 1,003,435
Change+6,144 (+1%)
Value$20.0M (-$8.7M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares958,390 from 980,871
Change-22,481 (-2%)
Value$18.9M (-$9.1M)
Filed 2026-10-21
Pacifica Capital Investments, LLC
INCREASED
Shares478,893 from 464,803
Change+14,090 (+3%)
Value$9.5M (-$3.8M)
Filed 2026-11-05
Iridian Asset Management LLC
INCREASED
Shares228,252 from 148,070
Change+80,182 (+54%)
Value$4.5M (+$271.7K)
Filed 2026-10-23
ABC Arbitrage SA
INCREASED
Shares198,003 from 195,008
Change+2,995 (+2%)
Value$3.9M (-$1.7M)
Filed 2026-10-23
Imc-Chicago, LLC
INCREASED
Shares154,766 from 21,444
Change+133,322 (+622%)
Value$3.1M (+$2.4M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares153,512 from 149,397
Change+4,115 (+3%)
Value$3.0M (-$1.2M)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares147,296 from 478,658
Change-331,362 (-69%)
Value$2.9M (-$10.8M)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares123,582 from 125,516
Change-1,934 (-2%)
Value$2.4K (-$3.6M)
Filed 2026-10-26
Motley Fool Asset Management LLC
DECREASED
Shares96,231 from 98,391
Change-2,160 (-2%)
Value$1.9M (-$914.4K)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares73,424 from 89,138
Change-15,714 (-18%)
Value$1.5M (-$1.1M)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares71,805 from 112,925
Change-41,120 (-36%)
Value$1.4M (-$1.8M)
Filed 2026-10-23
Pullen Investment Management, LLC
INCREASED
Shares49,257 from 49,148
Change+109 (+0%)
Value$972.8K (-$433.3K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares40,144 from 27,858
Change+12,286 (+44%)
Value$792.8K (-$4.2K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares35,727 from 31,514
Change+4,213 (+13%)
Value$705.6K (-$196.0K)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
DECREASED
Shares32,248 from 33,058
Change-810 (-2%)
Value$636.9K (-$308.9K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares31,133 from 32,201
Change-1,068 (-3%)
Value$614.9K (-$306.4K)
Filed 2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$592.5K (-$265.8K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares28,167 from 26,429
Change+1,738 (+7%)
Value$556.3K (-$199.8K)
Filed 2026-10-14
Kestra Advisory Services, LLC
NEW
Shares27,919
Change+27,919
Value$551.4K
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares27,190 from 26,490
Change+700 (+3%)
Value$537.0K (-$220.9K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares26,120 from 23,692
Change+2,428 (+10%)
Value$515.9K (-$161.9K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares22,203 from 19,069
Change+3,134 (+16%)
Value$438.5K (-$107.0K)
Filed 2026-10-29
Rose Capital Advisors LLC
NEW
Shares20,402
Change+20,402
Value$402.9K
Filed 2026-11-04
Oppenheimer & Co Inc
UNCHANGED
Shares18,903 from 18,903
Change0 (0%)
Value$373.3K (-$167.5K)
Filed 2026-10-26
Vontobel Holding Ltd.
NEW
Shares17,500
Change+17,500
Value$345.6K
Filed 2026-10-16
Ironsides Asset Advisors, LLC
UNCHANGED
Shares15,400 from 15,400
Change0 (0%)
Value$87.1K ($0)
Filed 2026-10-20
Diversified Management Inc
NEW
Shares14,641
Change+14,641
Value$289.2K
Filed 2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED
Shares13,521 from 10,517
Change+3,004 (+29%)
Value$267.0K (-$33.9K)
Filed 2026-10-29
Ethic Inc.
DECREASED
Shares13,494 from 16,549
Change-3,055 (-18%)
Value$266.5K (-$207.0K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares12,750 from 7,711
Change+5,039 (+65%)
Value$251.8K (+$31.2K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares12,615 from 24,585
Change-11,970 (-49%)
Value$249.1K (-$454.2K)
Filed 2026-10-09
State of Wyoming
DECREASED
Shares11,717 from 13,051
Change-1,334 (-10%)
Value$231.4K (-$142.0K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares11,101 from 112,301
Change-101,200 (-90%)
Value$224.8K (-$3.1M)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares10,802 from 7,936
Change+2,866 (+36%)
Value$213.3K (-$13.7K)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares10,305 from 13,726
Change-3,421 (-25%)
Value$203.5K (-$189.2K)
Filed 2026-11-05
FNY Investment Advisers, LLC
INCREASED
Shares10,160 from 6,800
Change+3,360 (+49%)
Value$200 (+$6)
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares5,094
Change+5,094
Value$100.6K
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares4,979 from 5,510
Change-531 (-10%)
Value$98.3K (-$59.3K)
Filed 2026-10-13
Versant Capital Management, Inc
DECREASED
Shares4,405 from 9,965
Change-5,560 (-56%)
Value$87.0K (-$198.1K)
Filed 2026-10-02
EverSource Wealth Advisors, LLC
DECREASED
Shares3,604 from 3,639
Change-35 (-1%)
Value$71.2K (-$32.9K)
Filed 2026-11-04
Cromwell Holdings LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$50.3K (-$22.6K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares2,376 from 2,576
Change-200 (-8%)
Value$46.9K (-$26.8K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares1,780 from 1,486
Change+294 (+20%)
Value$35.2K (-$7.5K)
Filed 2026-10-08
Signaturefd, LLC
DECREASED
Shares1,050 from 2,615
Change-1,565 (-60%)
Value$20.7K (-$54.1K)
Filed 2026-10-23
Parkside Financial Bank & Trust
DECREASED
Shares1,022 from 1,048
Change-26 (-2%)
Value$20.2K (-$9.8K)
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares950
Change+950
Value$18.8K
Filed 2026-11-04
Retirement Wealth Solutions LLC
INCREASED
Shares855 from 12
Change+843 (+7025%)
Value$16.9K (+$16.5K)
Filed 2026-10-07
Larson Financial Group LLC
DECREASED
Shares608 from 1,064
Change-456 (-43%)
Value$12.0K (-$18.4K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$10.9K (-$4.9K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$10.1K (-$4.5K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares441 from 1,480
Change-1,039 (-70%)
Value$8.7K (-$33.7K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares398
Change+398
Value$7.9K
Filed 2026-10-30
Gamma Investing LLC
DECREASED
Shares350 from 1,738
Change-1,388 (-80%)
Value$6.9K (-$42.8K)
Filed 2026-10-08
Manchester Capital Management LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$6.2K (-$2.8K)
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$6.0K (-$2.7K)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$5.6K (-$2.5K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
DECREASED
Shares269 from 610
Change-341 (-56%)
Value$5.3K (-$12.1K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares266 from 124
Change+142 (+115%)
Value$5.3K (+$1.7K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$4.9K (-$2.2K)
Filed 2026-10-23
Cullen T Bankers, Inc.
INCREASED
Shares207 from 172
Change+35 (+20%)
Value$4.1K (-$841)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares203 from 226
Change-23 (-10%)
Value$4.0K (-$2.5K)
Filed 2026-10-27
Ninety One UK Ltd
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$3.8K (-$1.7K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares183 from 299
Change-116 (-39%)
Value$3.6K (-$4.9K)
Filed 2026-10-20
West Financial Advisors, LLC
NEW
Shares141
Change+141
Value$2.8K
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares122 from 672
Change-550 (-82%)
Value$2.4K (-$16.8K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares119
Change+119
Value$2.4K
Filed 2026-10-21
Financial Consulate, Inc
INCREASED
Shares117 from 73
Change+44 (+60%)
Value$2.3K (+$222)
Filed 2026-10-23
Tsfg, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$2 (-$1)
Filed 2026-10-23
Summit Securities Group LLC
NEW
Shares99
Change+99
Value$2.0K
Filed 2026-11-05
James T. Borello RIA
DECREASED
Shares99 from 103
Change-4 (-4%)
Value$2.0K (-$992)
Filed 2026-10-16
Bell Investment Advisors, Inc
INCREASED
Shares90 from 51
Change+39 (+76%)
Value$1.8K (+$318)
Filed 2026-10-29
Signature Equity Partners, LLC
DECREASED
Shares83 from 6,194
Change-6,111 (-99%)
Value$1.6K (-$175.6K)
Filed 2026-10-29
Lanark Financial, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$1.5K (-$664)
Filed 2026-10-26
TD Waterhouse Canada Inc.
DECREASED
Shares61 from 107
Change-46 (-43%)
Value$1.2K (-$1.9K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
DECREASED
Shares61 from 80
Change-19 (-24%)
Value$1.2K (-$1.1K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.0K (-$461)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares41 from 21
Change+20 (+95%)
Value$810 (+$209)
Filed 2026-10-28
SJS Investment Consulting Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$810 (-$364)
Filed 2026-10-26
Nisa Investment Advisors, LLC
DECREASED
Shares38 from 104
Change-66 (-63%)
Value$751 (-$2.2K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares33 from 190
Change-157 (-83%)
Value$652 (-$4.9K)
Filed 2026-10-29
Breakwater Investment Management
NEW
Shares27
Change+27
Value$534
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares27 from 91
Change-64 (-70%)
Value$544 (-$2.1K)
Filed 2026-11-02
Proathlete Wealth Management LLC
NEW
Shares19
Change+19
Value$375
Filed 2026-10-15
Oakworth Capital, Inc.
NEW
Shares17
Change+17
Value$336
Filed 2026-10-26
Planning Strategies Inc.
NEW
Shares15
Change+15
Value$296
Filed 2026-10-02
Key Capital Management, Inc
NEW
Shares8
Change+8
Value$158
Filed 2026-11-03
Silver Grove Financial Group, Inc.
DECREASED
Shares7 from 43
Change-36 (-84%)
Value$138 (-$1.1K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
NEW
Shares5
Change+5
Value$99
Filed 2026-10-09
Monetary Solutions, Ltd
DECREASED
Shares3 from 5
Change-2 (-40%)
Value$59 (-$84)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$59 (-$27)
Filed 2026-10-14
MV Capital Management, Inc.
DECREASED
Shares2 from 18
Change-16 (-89%)
Value$40 (-$475)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$40 (+$11)
Filed 2026-10-22
Parnassus Investments, LLC
CLOSED
Shares0 from 901,334
Change-901,334 (-100%)
Value$0 (-$25.8M)
Filed 2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
CLOSED
Shares0 from 209,923
Change-209,923 (-100%)
Value$0 (-$6.0M)
Filed 2026-11-03
Creative Planning
CLOSED
Shares0 from 54,968
Change-54,968 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Klein Pavlis & Peasley Financial, Inc.
CLOSED
Shares0 from 46,408
Change-46,408 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 31,613
Change-31,613 (-100%)
Value$0 (-$904.5K)
Filed 2026-11-05
Advisor OS, LLC
CLOSED
Shares0 from 31,014
Change-31,014 (-100%)
Value$0 (-$887.3K)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 30,694
Change-30,694 (-100%)
Value$0 (-$878.2K)
Filed 2026-10-29
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 16,001
Change-16,001 (-100%)
Value$0 (-$457.8K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 9,500
Change-9,500 (-100%)
Value$0 (-$271.8K)
Filed 2026-11-05
Eagle Rock Investment Company, LLC
CLOSED
Shares0 from 9,308
Change-9,308 (-100%)
Value$0 (-$266.3K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 9,207
Change-9,207 (-100%)
Value$0 (-$263.4K)
Filed 2026-10-21
Evergreen Capital Management LLC
CLOSED
Shares0 from 7,955
Change-7,955 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-23
Choreo, LLC
CLOSED
Shares0 from 7,806
Change-7,806 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-28
Arlington Partners LLC
CLOSED
Shares0 from 7,698
Change-7,698 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-20
Genus Capital Management Inc.
CLOSED
Shares0 from 7,610
Change-7,610 (-100%)
Value$0 (-$217.7K)
Filed 2026-11-04
VestGen Advisors, LLC
CLOSED
Shares0 from 7,577
Change-7,577 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-27
Thrivent Financial for Lutherans
CLOSED
Shares0 from 7,569
Change-7,569 (-100%)
Value$0 (-$217.0K)
Filed 2026-11-05
V-Square Quantitative Management LLC
CLOSED
Shares0 from 721
Change-721 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-15
Evolution Wealth Management Inc.
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-28
Rossby Financial, LCC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$601)
Filed 2026-11-04
Mascoma Wealth Management LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$572)
Filed 2026-10-23
Burk Holdings LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$515)
Filed 2026-11-05
Creative Financial Designs Inc
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$458)
Filed 2026-11-04
Bare Financial Services, Inc
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$401)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$372)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$86)
Filed 2026-10-27
Nfsg Corp
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
Jupiter Topco LLC
N/A
Shares— from 16,957,699
Change-16,957,699 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,426,668
Change-12,426,668 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,711,119
Change-6,711,119 (-100%)
Value—
Gates Capital Management, Inc.
N/A
Shares— from 5,173,407
Change-5,173,407 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,560,180
Change-2,560,180 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,331,039
Change-2,331,039 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 1,838,490
Change-1,838,490 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 1,821,963
Change-1,821,963 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,692,441
Change-1,692,441 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,423,307
Change-1,423,307 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 1,037,169
Change-1,037,169 (-100%)
Value—
Harvey Partners, LLC
N/A
Shares— from 983,956
Change-983,956 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 979,732
Change-979,732 (-100%)
Value—
Rivermont Capital Management LP
N/A
Shares— from 919,926
Change-919,926 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 902,475
Change-902,475 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 875,191
Change-875,191 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 770,984
Change-770,984 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 667,329
Change-667,329 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 611,971
Change-611,971 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 603,739
Change-603,739 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 562,418
Change-562,418 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 545,971
Change-545,971 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 516,842
Change-516,842 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 500,722
Change-500,722 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 488,961
Change-488,961 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 437,105
Change-437,105 (-100%)
Value—
UBS Group AG
N/A
Shares— from 411,162
Change-411,162 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 407,824
Change-407,824 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 387,001
Change-387,001 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 382,116
Change-382,116 (-100%)
Value—
Robertson Opportunity Capital, LLC
N/A
Shares— from 375,893
Change-375,893 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 325,684
Change-325,684 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 275,575
Change-275,575 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 221,710
Change-221,710 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 220,299
Change-220,299 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 213,292
Change-213,292 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 204,956
Change-204,956 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 197,510
Change-197,510 (-100%)
Value—
Stephens Inc
N/A
Shares— from 196,459
Change-196,459 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 190,719
Change-190,719 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 172,103
Change-172,103 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 161,249
Change-161,249 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 157,166
Change-157,166 (-100%)
Value—
FMR LLC
N/A
Shares— from 149,858
Change-149,858 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 142,400
Change-142,400 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 125,180
Change-125,180 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 104,544
Change-104,544 (-100%)
Value—
III Capital Management
N/A
Shares— from 100,684
Change-100,684 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 99,852
Change-99,852 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 99,834
Change-99,834 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 98,839
Change-98,839 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 98,085
Change-98,085 (-100%)
Value—
Capital World Investors
N/A
Shares— from 95,319
Change-95,319 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 83,811
Change-83,811 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 76,210
Change-76,210 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 76,054
Change-76,054 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 73,799
Change-73,799 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 65,028
Change-65,028 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 64,529
Change-64,529 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 60,901
Change-60,901 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 57,775
Change-57,775 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 55,416
Change-55,416 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 52,355
Change-52,355 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 50,629
Change-50,629 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 50,051
Change-50,051 (-100%)
Value—
Norges Bank
N/A
Shares— from 47,621
Change-47,621 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,213
Change-39,213 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 39,096
Change-39,096 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 38,243
Change-38,243 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 37,465
Change-37,465 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 35,458
Change-35,458 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 35,087
Change-35,087 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 34,358
Change-34,358 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 33,297
Change-33,297 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 32,778
Change-32,778 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,247
Change-29,247 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 28,102
Change-28,102 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 27,339
Change-27,339 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 27,105
Change-27,105 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,784
Change-26,784 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 26,061
Change-26,061 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,870
Change-24,870 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 23,861
Change-23,861 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,811
Change-23,811 (-100%)
Value—
&partners
N/A
Shares— from 22,683
Change-22,683 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,133
Change-22,133 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 21,403
Change-21,403 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 21,021
Change-21,021 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 18,538
Change-18,538 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 17,996
Change-17,996 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,491
Change-17,491 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 17,472
Change-17,472 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,825
Change-16,825 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,677
Change-15,677 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 14,467
Change-14,467 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 14,345
Change-14,345 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 14,175
Change-14,175 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 13,594
Change-13,594 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 13,430
Change-13,430 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 13,321
Change-13,321 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 13,129
Change-13,129 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 12,811
Change-12,811 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 11,322
Change-11,322 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 11,214
Change-11,214 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,088
Change-11,088 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 10,939
Change-10,939 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 10,747
Change-10,747 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 10,354
Change-10,354 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,066
Change-10,066 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,845
Change-8,845 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,455
Change-8,455 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,444
Change-8,444 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,331
Change-8,331 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,163
Change-7,163 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 923
Change-923 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 786
Change-786 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 676
Change-676 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 663
Change-663 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 266
Change-266 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 247
Change-247 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 86
Change-86 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 24
Change-24 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Motco
N/A
Shares— from 18
Change-18 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 14
Change-14 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Nichols & Pratt Advisers LLP
INCREASED1,009,5791,003,435+6,144+1%$28.7M$20.0M-$8.7M2026-10-13
Assetmark, Inc
DECREASED958,390980,871-22,481-2%$28.1M$18.9M-$9.1M2026-10-21
Pacifica Capital Investments, LLC
INCREASED478,893464,803+14,090+3%$13.3M$9.5M-$3.8M2026-11-05
Iridian Asset Management LLC
INCREASED228,252148,070+80,182+54%$4.2M$4.5M+$271.7K2026-10-23
ABC Arbitrage SA
INCREASED198,003195,008+2,995+2%$5.6M$3.9M-$1.7M2026-10-23
Imc-Chicago, LLC
INCREASED154,76621,444+133,322+622%$613.5K$3.1M+$2.4M2026-11-05
Dimensional Fund Advisors LP
INCREASED153,512149,397+4,115+3%$4.3M$3.0M-$1.2M2026-11-04
Citigroup Inc
DECREASED147,296478,658-331,362-69%$13.7M$2.9M-$10.8M2026-11-04
Park Avenue Securities LLC
DECREASED123,582125,516-1,934-2%$3.6M$2.4K-$3.6M2026-10-26
Motley Fool Asset Management LLC
DECREASED96,23198,391-2,160-2%$2.8M$1.9M-$914.4K2026-10-27
Bank of New York Mellon Corp
DECREASED73,42489,138-15,714-18%$2.6M$1.5M-$1.1M2026-11-05
Apollon Wealth Management, LLC
DECREASED71,805112,925-41,120-36%$3.2M$1.4M-$1.8M2026-10-23
Pullen Investment Management, LLC
INCREASED49,25749,148+109+0%$1.4M$972.8K-$433.3K2026-10-23
Atria Investments, Inc
INCREASED40,14427,858+12,286+44%$797.0K$792.8K-$4.2K2026-10-15
Truist Financial Corp
INCREASED35,72731,514+4,213+13%$901.6K$705.6K-$196.0K2026-10-30
Crossmark Global Holdings, Inc.
DECREASED32,24833,058-810-2%$945.8K$636.9K-$308.9K2026-10-21
TD Private Client Wealth LLC
DECREASED31,13332,201-1,068-3%$921.3K$614.9K-$306.4K2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED30,00030,00000%$858.3K$592.5K-$265.8K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED28,16726,429+1,738+7%$756.1K$556.3K-$199.8K2026-10-14
Kestra Advisory Services, LLC
NEW27,919—+27,919——$551.4K—2026-11-02
Daiwa Securities Group Inc.
INCREASED27,19026,490+700+3%$757.9K$537.0K-$220.9K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED26,12023,692+2,428+10%$677.8K$515.9K-$161.9K2026-10-30
Vise Technologies, Inc.
INCREASED22,20319,069+3,134+16%$545.6K$438.5K-$107.0K2026-10-29
Rose Capital Advisors LLC
NEW20,402—+20,402——$402.9K—2026-11-04
Oppenheimer & Co Inc
UNCHANGED18,90318,90300%$540.8K$373.3K-$167.5K2026-10-26
Vontobel Holding Ltd.
NEW17,500—+17,500——$345.6K—2026-10-16
Ironsides Asset Advisors, LLC
UNCHANGED15,40015,40000%$87.1K$87.1K$02026-10-20
Diversified Management Inc
NEW14,641—+14,641——$289.2K—2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED13,52110,517+3,004+29%$300.9K$267.0K-$33.9K2026-10-29
Ethic Inc.
DECREASED13,49416,549-3,055-18%$473.5K$266.5K-$207.0K2026-11-03
Aaron Wealth Advisors LLC
INCREASED12,7507,711+5,039+65%$220.6K$251.8K+$31.2K2026-10-13
Balefire, LLC
DECREASED12,61524,585-11,970-49%$703.4K$249.1K-$454.2K2026-10-09
State of Wyoming
DECREASED11,71713,051-1,334-10%$373.4K$231.4K-$142.0K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED11,101112,301-101,200-90%$3.3M$224.8K-$3.1M2026-10-13
Trek Financial, LLC
INCREASED10,8027,936+2,866+36%$227.0K$213.3K-$13.7K2026-10-29
US Bancorp \de\
DECREASED10,30513,726-3,421-25%$392.7K$203.5K-$189.2K2026-11-05
FNY Investment Advisers, LLC
INCREASED10,1606,800+3,360+49%$194$200+$62026-10-16
Ascentis Wealth Management, LLC
NEW5,094—+5,094——$100.6K—2026-11-03
Cape Investment Advisory, Inc.
DECREASED4,9795,510-531-10%$157.6K$98.3K-$59.3K2026-10-13
Versant Capital Management, Inc
DECREASED4,4059,965-5,560-56%$285.1K$87.0K-$198.1K2026-10-02
EverSource Wealth Advisors, LLC
DECREASED3,6043,639-35-1%$104.1K$71.2K-$32.9K2026-11-04
Cromwell Holdings LLC
UNCHANGED2,5462,54600%$72.8K$50.3K-$22.6K2026-10-28
Fifth Third Bancorp
DECREASED2,3762,576-200-8%$73.7K$46.9K-$26.8K2026-11-05
Farther Finance Advisors, LLC
INCREASED1,7801,486+294+20%$42.6K$35.2K-$7.5K2026-10-08
Signaturefd, LLC
DECREASED1,0502,615-1,565-60%$74.8K$20.7K-$54.1K2026-10-23
Parkside Financial Bank & Trust
DECREASED1,0221,048-26-2%$30.0K$20.2K-$9.8K2026-10-27
Simplex Trading, LLC
NEW950—+950——$18.8K—2026-11-04
Retirement Wealth Solutions LLC
INCREASED85512+843+7025%$344$16.9K+$16.5K2026-10-07
Larson Financial Group LLC
DECREASED6081,064-456-43%$30.4K$12.0K-$18.4K2026-11-05
IFP Advisors, Inc
UNCHANGED55455400%$15.9K$10.9K-$4.9K2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED51251200%$14.6K$10.1K-$4.5K2026-10-21
Parallel Advisors, LLC
DECREASED4411,480-1,039-70%$42.4K$8.7K-$33.7K2026-11-03
Provenance Wealth Advisors, LLC
NEW398—+398——$7.9K—2026-10-30
Gamma Investing LLC
DECREASED3501,738-1,388-80%$49.7K$6.9K-$42.8K2026-10-08
Manchester Capital Management LLC
UNCHANGED31531500%$9.0K$6.2K-$2.8K2026-10-22
Central Trust Co
UNCHANGED30630600%$8.8K$6.0K-$2.7K2026-11-05
Ares Financial Consulting, LLC
UNCHANGED28528500%$8.2K$5.6K-$2.5K2026-10-19
Owl Creek Wealth Partners LLC
DECREASED269610-341-56%$17.5K$5.3K-$12.1K2026-10-20
True Wealth Design, LLC
INCREASED266124+142+115%$3.5K$5.3K+$1.7K2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED25025000%$7.2K$4.9K-$2.2K2026-10-23
Cullen T Bankers, Inc.
INCREASED207172+35+20%$4.9K$4.1K-$8412026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED203226-23-10%$6.5K$4.0K-$2.5K2026-10-27
Ninety One UK Ltd
UNCHANGED19219200%$5.5K$3.8K-$1.7K2026-10-15
Private Trust Co NA
DECREASED183299-116-39%$8.6K$3.6K-$4.9K2026-10-20
West Financial Advisors, LLC
NEW141—+141——$2.8K—2026-10-22
Blue Trust, Inc.
DECREASED122672-550-82%$19.2K$2.4K-$16.8K2026-10-15
Root Financial Partners, LLC
NEW119—+119——$2.4K—2026-10-21
Financial Consulate, Inc
INCREASED11773+44+60%$2.1K$2.3K+$2222026-10-23
Tsfg, LLC
UNCHANGED10610600%$3$2-$12026-10-23
Summit Securities Group LLC
NEW99—+99——$2.0K—2026-11-05
James T. Borello RIA
DECREASED99103-4-4%$2.9K$2.0K-$9922026-10-16
Bell Investment Advisors, Inc
INCREASED9051+39+76%$1.5K$1.8K+$3182026-10-29
Signature Equity Partners, LLC
DECREASED836,194-6,111-99%$177.2K$1.6K-$175.6K2026-10-29
Lanark Financial, Inc.
UNCHANGED757500%$2.1K$1.5K-$6642026-10-26
TD Waterhouse Canada Inc.
DECREASED61107-46-43%$3.1K$1.2K-$1.9K2026-10-16
JFS Wealth Advisors, LLC
DECREASED6180-19-24%$2.3K$1.2K-$1.1K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED525200%$1.5K$1.0K-$4612026-10-13
American Capital Advisory, LLC
INCREASED4121+20+95%$601$810+$2092026-10-28
SJS Investment Consulting Inc.
UNCHANGED414100%$1.2K$810-$3642026-10-26
Nisa Investment Advisors, LLC
DECREASED38104-66-63%$3.0K$751-$2.2K2026-10-20
Salomon & Ludwin, LLC
DECREASED33190-157-83%$5.5K$652-$4.9K2026-10-29
Breakwater Investment Management
NEW27—+27——$534—2026-10-20
Golden State Wealth Management, LLC
DECREASED2791-64-70%$2.6K$544-$2.1K2026-11-02
Proathlete Wealth Management LLC
NEW19—+19——$375—2026-10-15
Oakworth Capital, Inc.
NEW17—+17——$336—2026-10-26
Planning Strategies Inc.
NEW15—+15——$296—2026-10-02
Key Capital Management, Inc
NEW8—+8——$158—2026-11-03
Silver Grove Financial Group, Inc.
DECREASED743-36-84%$1.2K$138-$1.1K2026-11-05
Gilpin Wealth Management, LLC
NEW5—+5——$99—2026-10-09
Monetary Solutions, Ltd
DECREASED35-2-40%$143$59-$842026-10-22
Triumph Capital Management
UNCHANGED3300%$86$59-$272026-10-14
MV Capital Management, Inc.
DECREASED218-16-89%$515$40-$4752026-10-29
SBI Securities Co., Ltd.
INCREASED21+1+100%$29$40+$112026-10-22
Parnassus Investments, LLC
CLOSED0901,334-901,334-100%$25.8M$0-$25.8M2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
CLOSED0209,923-209,923-100%$6.0M$0-$6.0M2026-11-03
Creative Planning
CLOSED054,968-54,968-100%$1.6M$0-$1.6M2026-11-02
Klein Pavlis & Peasley Financial, Inc.
CLOSED046,408-46,408-100%$1.3M$0-$1.3M2026-10-13
J.W. Cole Advisors, Inc.
CLOSED031,613-31,613-100%$904.5K$0-$904.5K2026-11-05
Advisor OS, LLC
CLOSED031,014-31,014-100%$887.3K$0-$887.3K2026-11-03
Sumitomo Mitsui Trust Group, Inc.
CLOSED030,694-30,694-100%$878.2K$0-$878.2K2026-10-29
Avantra Family Wealth, Inc.
CLOSED016,001-16,001-100%$457.8K$0-$457.8K2026-10-20
Williams Jones Wealth Management, Llc.
CLOSED09,500-9,500-100%$271.8K$0-$271.8K2026-11-05
Eagle Rock Investment Company, LLC
CLOSED09,308-9,308-100%$266.3K$0-$266.3K2026-10-21
OpenArc Corporate Advisory, LLC
CLOSED09,207-9,207-100%$263.4K$0-$263.4K2026-10-21
Evergreen Capital Management LLC
CLOSED07,955-7,955-100%$227.6K$0-$227.6K2026-10-23
Choreo, LLC
CLOSED07,806-7,806-100%$223.3K$0-$223.3K2026-10-28
Arlington Partners LLC
CLOSED07,698-7,698-100%$220.2K$0-$220.2K2026-10-20
Genus Capital Management Inc.
CLOSED07,610-7,610-100%$217.7K$0-$217.7K2026-11-04
VestGen Advisors, LLC
CLOSED07,577-7,577-100%$216.8K$0-$216.8K2026-10-27
Thrivent Financial for Lutherans
CLOSED07,569-7,569-100%$217.0K$0-$217.0K2026-11-05
V-Square Quantitative Management LLC
CLOSED0721-721-100%$20.6K$0-$20.6K2026-10-15
Evolution Wealth Management Inc.
CLOSED0241-241-100%$6.9K$0-$6.9K2026-10-28
Rossby Financial, LCC
CLOSED0127-127-100%$3.6K$0-$3.6K2026-11-05
Cornerstone Planning Group LLC
CLOSED0121-121-100%$3.6K$0-$3.6K2026-10-16
Signature Resources Capital Management, LLC
CLOSED085-85-100%$2.4K$0-$2.4K2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED021-21-100%$601$0-$6012026-11-04
Mascoma Wealth Management LLC
CLOSED020-20-100%$572$0-$5722026-10-23
Burk Holdings LLC
CLOSED018-18-100%$515$0-$5152026-11-05
Creative Financial Designs Inc
CLOSED016-16-100%$458$0-$4582026-11-04
Bare Financial Services, Inc
CLOSED014-14-100%$401$0-$4012026-11-04
Physician Wealth Advisors, Inc.
CLOSED013-13-100%$372$0-$3722026-10-20
Cassaday & Co Wealth Management LLC
CLOSED03-3-100%$86$0-$862026-10-27
Nfsg Corp
CLOSED000—$0$0$02026-10-15
Jupiter Topco LLC
N/A—16,957,699-16,957,699-100%$485.2M———
BlackRock, Inc.
N/A—12,426,668-12,426,668-100%$355.5M———
Bank of America Corp
N/A—6,711,119-6,711,119-100%$192.0M———
Gates Capital Management, Inc.
N/A—5,173,407-5,173,407-100%$148.0M———
Envestnet Asset Management Inc
N/A—2,560,180-2,560,180-100%$73.2M———
Schroder Investment Management Group
N/A—2,331,039-2,331,039-100%$67.1M———
River Road Asset Management, LLC
N/A—1,838,490-1,838,490-100%$52.6M———
Snyder Capital Management L P
N/A—1,821,963-1,821,963-100%$52.1M———
Aristotle Capital Management, LLC
N/A—1,692,441-1,692,441-100%$48.4M———
Summitry LLC
N/A—1,423,307-1,423,307-100%$40.7M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—1,037,169-1,037,169-100%$29.7M———
Harvey Partners, LLC
N/A—983,956-983,956-100%$28.2M———
Qube Research & Technologies Ltd
N/A—979,732-979,732-100%$28.0M———
Rivermont Capital Management LP
N/A—919,926-919,926-100%$26.3M———
Goldman Sachs Group Inc
N/A—902,475-902,475-100%$25.8M———
Wells Fargo & Company
N/A—875,191-875,191-100%$25.0M———
Rockefeller Capital Management L.P.
N/A—770,984-770,984-100%$22.1M———
Stanley Capital Management, LLC
N/A—667,329-667,329-100%$19.1M———
Morgan Stanley
N/A—611,971-611,971-100%$17.5M———
Punch & Associates Investment Management, Inc.
N/A—603,739-603,739-100%$17.3M———
Liberty One Investment Management, LLC
N/A—562,418-562,418-100%$16.1M———
Brown Advisory Inc
N/A—545,971-545,971-100%$15.6M———
LPL Financial LLC
N/A—516,842-516,842-100%$14.8M———
Northern Trust Corp
N/A—500,722-500,722-100%$14.3M———
Raymond James Financial Inc
N/A—488,961-488,961-100%$14.0M———
1832 Asset Management L.P.
N/A—437,105-437,105-100%$12.5M———
UBS Group AG
N/A—411,162-411,162-100%$11.8M———
Jones Financial Companies Lllp
N/A—407,824-407,824-100%$11.8M———
Natixis Advisors, LLC
N/A—387,001-387,001-100%$11.1M———
Quantinno Capital Management LP
N/A—382,116-382,116-100%$10.9M———
Robertson Opportunity Capital, LLC
N/A—375,893-375,893-100%$10.8M———
WCM Investment Management, LLC
N/A—325,684-325,684-100%$9.4M———
Neuberger Berman Group LLC
N/A—275,575-275,575-100%$7.9M———
Boothbay Fund Management, LLC
N/A—221,710-221,710-100%$6.3M———
Royal Bank of Canada
N/A—220,299-220,299-100%$6.3M———
Stifel Financial Corp
N/A—213,292-213,292-100%$6.1M———
Optiver Holding B.V.
N/A—204,956-204,956-100%$5.9M———
Cetera Investment Advisers
N/A—197,510-197,510-100%$5.7M———
Stephens Inc
N/A—196,459-196,459-100%$5.6M———
Orion Porfolio Solutions, LLC
N/A—190,719-190,719-100%$5.5M———
MML Investors Services, LLC
N/A—172,103-172,103-100%$4.9M———
Capital Fund Management S.A.
N/A—161,249-161,249-100%$4.6M———
HRT Financial LP
N/A—157,166-157,166-100%$4.5M———
FMR LLC
N/A—149,858-149,858-100%$4.3M———
Broyhill Asset Management, LLC
N/A—142,400-142,400-100%$4.1M———
Elwood Capital Partners LP
N/A—125,180-125,180-100%$3.6M———
Bank of Montreal
N/A—104,544-104,544-100%$3.0M———
III Capital Management
N/A—100,684-100,684-100%$2.9M———
Bleakley Financial Group, LLC
N/A—99,852-99,852-100%$2.9M———
Teachers Retirement System of the State of Kentucky
N/A—99,834-99,834-100%$2.9M———
Charles Schwab Investment Management Inc
N/A—98,839-98,839-100%$2.8M———
Principal Securities, Inc.
N/A—98,085-98,085-100%$2.8M———
Capital World Investors
N/A—95,319-95,319-100%$2.7M———
GWN Securities Inc.
N/A—83,811-83,811-100%$2.4M———
Savant Capital, LLC
N/A—76,210-76,210-100%$2.0M———
Maridea Wealth Management LLC
N/A—76,054-76,054-100%$2.2M———
Lazard Asset Management LLC
N/A—73,799-73,799-100%$2.1M———
JPMorgan Chase & Co
N/A—65,028-65,028-100%$1.9M———
Osaic Holdings, Inc.
N/A—64,529-64,529-100%$1.8M———
Federation des caisses Desjardins du Quebec
N/A—60,901-60,901-100%$1.7M———
Hantz Financial Services, Inc.
N/A—57,775-57,775-100%$1.7M———
Pinnacle Financial Partners, Inc.
N/A—55,416-55,416-100%$1.6M———
CIBC Bancorp USA Inc.
N/A—52,355-52,355-100%$1.5M———
Harbour Investments, Inc.
N/A—50,629-50,629-100%$1.4M———
Captrust Financial Advisors
N/A—50,051-50,051-100%$1.4M———
Norges Bank
N/A—47,621-47,621-100%$1.4M———
NewEdge Advisors, LLC
N/A—39,213-39,213-100%$1.1M———
Sanctuary Advisors, LLC
N/A—39,096-39,096-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—38,243-38,243-100%$1.1M———
SEI Investments Co
N/A—37,465-37,465-100%$1.1M———
44 Wealth Management LLC
N/A—35,458-35,458-100%$1.0M———
Fiduciary Trust Co
N/A—35,087-35,087-100%$1.0M———
QRG Capital Management, Inc.
N/A—34,358-34,358-100%$983.0K———
IEQ Capital, LLC
N/A—33,297-33,297-100%$952.6K———
Nuveen, LLC
N/A—32,778-32,778-100%$937.8K———
Arax Advisory Partners
N/A—29,247-29,247-100%$836.8K———
DRW Securities, LLC
N/A—28,102-28,102-100%$804.0K———
Quantbot Technologies LP
N/A—27,339-27,339-100%$782.2K———
Quinn Opportunity Partners LLC
N/A—27,105-27,105-100%$775.5K———
Citadel Advisors LLC
N/A—26,784-26,784-100%$766.3K———
Money Concepts Capital Corp
N/A—26,061-26,061-100%$745.6K———
RBF Capital, LLC
N/A—25,000-25,000-100%$715.3K———
Mariner, LLC
N/A—24,870-24,870-100%$711.5K———
Vanguard Personalized Indexing Management, LLC
N/A—23,861-23,861-100%$682.7K———
Janney Montgomery Scott LLC
N/A—23,811-23,811-100%$681.0K———
&partners
N/A—22,683-22,683-100%$648.3K———
AQR Capital Management LLC
N/A—22,133-22,133-100%$628.6K———
Pathstone Holdings, LLC
N/A—21,403-21,403-100%$612.3K———
Campbell & Co Investment Adviser LLC
N/A—21,021-21,021-100%$601.4K———
Capital Financial Group Inc\co\
N/A—18,538-18,538-100%$530.4K———
Farringdon Capital, Ltd.
N/A—17,996-17,996-100%$514.9K———
Snowden Capital Advisors LLC
N/A—17,491-17,491-100%$500.4K———
Russell Investments Group, Ltd.
N/A—17,472-17,472-100%$499.9K———
AE Wealth Management LLC
N/A—16,825-16,825-100%$481.4K———
Jane Street Group, LLC
N/A—15,677-15,677-100%$448.5K———
Gabelli Funds LLC
N/A—14,500-14,500-100%$414.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—14,467-14,467-100%$413.9K———
O'shaughnessy Asset Management, LLC
N/A—14,345-14,345-100%$410.4K———
Callan Family Office, LLC
N/A—14,175-14,175-100%$405.5K———
Virtu Financial LLC
N/A—13,594-13,594-100%$389.0K———
SIT Investment Associates Inc
N/A—13,430-13,430-100%$384.0K———
Storgate, LLC
N/A—13,321-13,321-100%$381.1K———
Tranquilli Financial Advisor LLC
N/A—13,129-13,129-100%$375.6K———
Dana Investment Advisors, Inc.
N/A—12,811-12,811-100%$366.5K———
Keystone Financial Services
N/A—12,516-12,516-100%$358.1K———
Foresight Global Investors, Inc.
N/A—12,343-12,343-100%$353.1K———
Vident Advisory, LLC
N/A—11,990-11,990-100%$343.0K———
Advisors Asset Management, Inc.
N/A—11,322-11,322-100%$323.9K———
Magnetar Financial LLC
N/A—11,214-11,214-100%$320.8K———
UBS Asset Management Americas LLC
N/A—11,088-11,088-100%$317.2K———
Syon Capital LLC
N/A—10,939-10,939-100%$313.0K———
Rhumbline Advisers
N/A—10,901-10,901-100%$311.9K———
Focus Partners Wealth
N/A—10,810-10,810-100%$309.3K———
M&T Bank Corp
N/A—10,747-10,747-100%$307.4K———
Centiva Capital, LP
N/A—10,354-10,354-100%$296.2K———
Waverly Advisors, LLC
N/A—10,312-10,312-100%$295.0K———
Old Mission Capital LLC
N/A—10,066-10,066-100%$288.0K———
Northwestern Mutual Wealth Management Co
N/A—9,891-9,891-100%$283.0K———
World Investment Advisors
N/A—9,638-9,638-100%$291.6K———
NewEdge Wealth, LLC
N/A—9,602-9,602-100%$274.7K———
Independent Advisor Alliance
N/A—8,845-8,845-100%$253.1K———
Graham Capital Management, L.P.
N/A—8,663-8,663-100%$247.8K———
Flow Traders U.S. LLC
N/A—8,642-8,642-100%$247.0K———
Smartleaf Asset Management LLC
N/A—8,535-8,535-100%$245.6K———
Sequoia Financial Advisors, LLC
N/A—8,455-8,455-100%$241.9K———
Geneos Wealth Management Inc.
N/A—8,444-8,444-100%$241.6K———
Vestmark Advisory Solutions, Inc.
N/A—8,343-8,343-100%$238.7K———
Advisory Services Network, LLC
N/A—8,331-8,331-100%$238.3K———
Caprock Group, LLC
N/A—7,916-7,916-100%$226.5K———
Envestnet Portfolio Solutions, Inc.
N/A—7,684-7,684-100%$219.8K———
GeoWealth Management, LLC
N/A—7,593-7,593-100%$217.2K———
Venturi Wealth Management, LLC
N/A—7,163-7,163-100%$204.9K———
Dynamic Technology Lab Private Ltd
N/A—7,139-7,139-100%$204.0K———
Insigneo Advisory Services, LLC
N/A—7,065-7,065-100%$202.1K———
Global Retirement Partners, LLC
N/A—5,225-5,225-100%$149.5K———
Walleye Trading LLC
N/A—4,849-4,849-100%$138.7K———
EFG International AG
N/A—3,611-3,611-100%$103.3K———
UMB Bank, n.a.
N/A—2,646-2,646-100%$75.7K———
Park Place Capital Corp
N/A—2,085-2,085-100%$59.7K———
GW&K Investment Management, LLC
N/A—2,004-2,004-100%$57.0K———
Continuum Advisory, LLC
N/A—1,485-1,485-100%$42.5K———
Accent Capital Management, LLC
N/A—1,412-1,412-100%$40.4K———
Brown Brothers Harriman & Co
N/A—1,254-1,254-100%$35.9K———
Institute for Wealth Management, Llc.
N/A—923-923-100%$26.4K———
Clearstead Advisors, LLC
N/A—864-864-100%$24.7K———
Allworth Financial LP
N/A—786-786-100%$22.5K———
Community Bank, N.A.
N/A—676-676-100%$19.3K———
Elequin Capital, LP
N/A—663-663-100%$19.0K———
Rothschild Investment LLC
N/A—635-635-100%$18.2K———
IMA Advisory Services, Inc.
N/A—391-391-100%$11.2K———
Clearstead Trust, LLC
N/A—341-341-100%$9.8K———
Tower Research Capital LLC (TRC)
N/A—266-266-100%$7.6K———
Deutsche Bank Ag\
N/A—247-247-100%$7.1K———
JPL Wealth Management, LLC
N/A—239-239-100%$6.8K———
Ameriflex Group, Inc.
N/A—225-225-100%$6.4K———
Steward Partners Investment Advisory, LLC
N/A—190-190-100%$5.4K———
Federated Hermes, Inc.
N/A—178-178-100%$5.1K———
Colonial Trust Co / SC
N/A—169-169-100%$4.9K———
Transamerica Financial Advisors, LLC
N/A—159-159-100%$4.6K———
Bessemer Group Inc
N/A—137-137-100%$4———
Fiduciary Financial Advisors
N/A—86-86-100%$2.4K———
HighMark Wealth Management LLC
N/A—84-84-100%$2.4K———
Swan Capital LLC
N/A—69-69-100%$2.0K———
Basecamp Wealth Advisors LLC
N/A—64-64-100%$1.8K———
BOK Financial Private Wealth, Inc.
N/A—53-53-100%$1.5K———
Manning & Napier Advisors LLC
N/A—51-51-100%$1.5K———
BFC Planning, Inc.
N/A—44-44-100%$1.3K———
Raffa Wealth Management, LLC
N/A—38-38-100%$1.1K———
Synergy Investment Management, LLC
N/A—25-25-100%$736———
Zions Bancorporation, National Association
N/A—24-24-100%$687———
First Command Advisory Services, Inc.
N/A—18-18-100%$515———
Motco
N/A—18-18-100%$515———
Kilter Group LLC
N/A—18-18-100%$515———
IFG Advisory, LLC
N/A—16-16-100%$458———
Huntington National Bank
N/A—14-14-100%$401———
Marshall Investment Management, LLC
N/A—13-13-100%$372———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12-12-100%$343———
LRI Investments, LLC
N/A—10-10-100%$286———
Bogart Wealth, LLC
N/A—6-6-100%$172———
BNP Paribas Financial Markets
N/A—2-2-100%$57———
Showing 303 of 303 institutions