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Royal Bank of Canada (RY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares17,679,996 from 16,045,736
Change+1,634,260 (+10%)
Value$3.6B (+$147.8M)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares17,600,321 from 18,640,712
Change-1,040,391 (-6%)
Value$3.5B (-$2.0B)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares11,396,432 from 11,636,208
Change-239,776 (-2%)
Value$2.2B (-$210.3M)
Filed 2026-10-16
CIBC Asset Management Inc
DECREASED
Shares9,707,218 from 10,212,043
Change-504,825 (-5%)
Value$1.9B (-$198.3M)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares7,367,837 from 7,062,353
Change+305,484 (+4%)
Value$1.4B (-$13.3M)
Filed 2026-11-06
Fiera Capital Corp
DECREASED
Shares3,075,931 from 3,872,821
Change-796,890 (-21%)
Value$604.7M (-$195.8M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares2,877,367 from 2,609,254
Change+268,113 (+10%)
Value$565.7M (+$25.6M)
Filed 2026-11-06
Amundi
INCREASED
Shares2,601,796 from 2,586,842
Change+14,954 (+1%)
Value$511.5M (-$24.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares2,485,900 from 2,611,521
Change-125,621 (-5%)
Value$488.7M (-$51.7M)
Filed 2026-11-04
AGF Management LTD
DECREASED
Shares2,116,554 from 2,228,739
Change-112,185 (-5%)
Value$473.2M (-$49.6M)
Filed 2026-11-03
Beutel, Goodman & Co Ltd.
DECREASED
Shares1,968,237 from 2,180,246
Change-212,009 (-10%)
Value$388.1K (-$450.9M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares1,897,632 from 945,161
Change+952,471 (+101%)
Value$379.1K (+$230.6K)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares1,548,107 from 1,358,029
Change+190,078 (+14%)
Value$304.3M (+$23.3M)
Filed 2026-11-05
Letko, Brosseau & Associates Inc
DECREASED
Shares1,090,116 from 1,356,164
Change-266,048 (-20%)
Value$214.9M (-$65.8M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares974,120 from 1,163,553
Change-189,433 (-16%)
Value$192.6M (-$47.3M)
Filed 2026-11-06
Cardinal Capital Management, Inc.
DECREASED
Shares886,886 from 892,539
Change-5,653 (-1%)
Value$174.9M (-$9.5M)
Filed 2026-10-16
Barclays PLC
INCREASED
Shares797,850 from 369,986
Change+427,864 (+116%)
Value$156.8M (+$80.3M)
Filed 2026-11-06
Regions Financial Corp
DECREASED
Shares792,040 from 792,301
Change-261 (0%)
Value$155.7M (-$8.3M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares738,824 from 627,569
Change+111,255 (+18%)
Value$145.7M (+$15.8M)
Filed 2026-11-03
Canoe Financial LP
INCREASED
Shares699,679 from 698,838
Change+841 (+0%)
Value$136.7M (-$7.9M)
Filed 2026-10-21
Addenda Capital Inc.
DECREASED
Shares698,990 from 750,840
Change-51,850 (-7%)
Value$195.7M (-$24.8M)
Filed 2026-10-13
BCV Asset Management Inc.
DECREASED
Shares652,304 from 780,250
Change-127,946 (-16%)
Value$129.2M (-$30.8M)
Filed 2026-11-06
Cidel Asset Management Inc
DECREASED
Shares516,573 from 521,130
Change-4,557 (-1%)
Value$101.9M (-$6.0M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares513,212 from 389,758
Change+123,454 (+32%)
Value$101.2M (+$20.5M)
Filed 2026-11-04
UniSuper Management Pty Ltd
INCREASED
Shares507,820 from 441,779
Change+66,041 (+15%)
Value$142.2M (+$12.4M)
Filed 2026-10-26
J. Safra Sarasin Holding AG
INCREASED
Shares417,351 from 414,297
Change+3,054 (+1%)
Value$69.1M (+$136.5K)
Filed 2026-10-26
Mn Services Vermogensbeheer B.V.
INCREASED
Shares413,777 from 407,277
Change+6,500 (+2%)
Value$81.6K (-$84.2M)
Filed 2026-10-08
Guardian Partners Inc.
DECREASED
Shares398,983 from 418,144
Change-19,161 (-5%)
Value$79.4M (-$7.2M)
Filed 2026-10-21
SEB Asset Management AB
INCREASED
Shares394,366 from 309,919
Change+84,447 (+27%)
Value$77.8M (+$13.6M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares328,768 from 316,346
Change+12,422 (+4%)
Value$64.6M (-$841.6K)
Filed 2026-11-02
Morguard Lincluden Global Investments Ltd
DECREASED
Shares311,515 from 319,503
Change-7,988 (-2%)
Value$87.2K (-$6.6K)
Filed 2026-10-28
Nykredit A/S
INCREASED
Shares304,557 from 276,247
Change+28,310 (+10%)
Value$60.1M (+$2.9M)
Filed 2026-11-06
QV Investors Inc.
DECREASED
Shares283,499 from 326,549
Change-43,050 (-13%)
Value$55.9K (-$67.5M)
Filed 2026-10-20
Triasima Portfolio Management inc.
INCREASED
Shares265,763 from 255,069
Change+10,694 (+4%)
Value$52.4M (-$397.1K)
Filed 2026-10-15
Montrusco Bolton Investments Inc.
DECREASED
Shares219,335 from 252,983
Change-33,648 (-13%)
Value$43.2M (-$9.1M)
Filed 2026-10-13
Candriam S.C.A.
DECREASED
Shares201,890 from 237,373
Change-35,483 (-15%)
Value$40.0M (-$9.1M)
Filed 2026-11-03
Value Partners Investments Inc.
DECREASED
Shares201,068 from 228,376
Change-27,308 (-12%)
Value$39.7M (-$7.5M)
Filed 2026-10-19
Intact Investment Management Inc.
DECREASED
Shares188,908 from 550,736
Change-361,828 (-66%)
Value$37.2M (-$76.9M)
Filed 2026-11-03
Cardinal Point Capital Management ULC
DECREASED
Shares188,662 from 192,782
Change-4,120 (-2%)
Value$37.2M (-$2.6M)
Filed 2026-10-21
Swiss Life Asset Management Ltd
DECREASED
Shares181,084 from 196,014
Change-14,930 (-8%)
Value$35.7M (-$4.8M)
Filed 2026-11-03
Americana Partners, LLC
INCREASED
Shares180,369 from 179,636
Change+733 (+0%)
Value$35.5M (-$1.7M)
Filed 2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares164,964 from 162,096
Change+2,868 (+2%)
Value$32.8M (-$729.4K)
Filed 2026-10-19
Maryland State Retirement & Pension System
DECREASED
Shares159,902 from 160,116
Change-214 (0%)
Value$31.7M (-$1.4M)
Filed 2026-11-05
Godsey & Gibb, Inc
DECREASED
Shares159,559 from 170,820
Change-11,261 (-7%)
Value$31.4M (-$4.0M)
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares159,539 from 159,886
Change-347 (0%)
Value$31.4M (-$1.7M)
Filed 2026-11-06
Rempart Asset Management Inc.
UNCHANGED
Shares153,505 from 153,505
Change0 (0%)
Value$31.7M ($0)
Filed 2026-10-20
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares142,398 from 122,383
Change+20,015 (+16%)
Value$39.8M (+$3.9M)
Filed 2026-10-20
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares133,170 from 132,522
Change+648 (+0%)
Value$26.2M (-$1.2M)
Filed 2026-10-23
Triglav Investments, D.O.O.
INCREASED
Shares112,880 from 109,880
Change+3,000 (+3%)
Value$22.3M (-$10.0M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares109,034 from 97,300
Change+11,734 (+12%)
Value$30.5M (+$1.9M)
Filed 2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED
Shares106,193 from 106,193
Change0 (0%)
Value$20.9K (-$21.9M)
Filed 2026-10-20
American Assets Investment Management, LLC
UNCHANGED
Shares103,500 from 103,500
Change0 (0%)
Value$20.3M (-$1.1M)
Filed 2026-10-30
Genus Capital Management Inc.
DECREASED
Shares100,785 from 155,728
Change-54,943 (-35%)
Value$19.9M (-$12.4M)
Filed 2026-11-04
Achmea Investment Management B.V.
NEW
Shares100,459
Change+100,459
Value$19.8M
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares98,787 from 102,588
Change-3,801 (-4%)
Value$19.5K (-$21.2M)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares98,592 from 95,330
Change+3,262 (+3%)
Value$19.4M (-$325.7K)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares90,511 from 86,396
Change+4,115 (+5%)
Value$17.9M (+$13.2K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares85,188 from 85,324
Change-136 (0%)
Value$16.7M (-$912.2K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares84,935 from 86,666
Change-1,731 (-2%)
Value$16.7M (-$1.2M)
Filed 2026-10-30
Diversified Trust Co
INCREASED
Shares79,075 from 67,174
Change+11,901 (+18%)
Value$15.5M (+$1.6M)
Filed 2026-11-06
Palisade Asset Management, LLC
DECREASED
Shares78,789 from 82,638
Change-3,849 (-5%)
Value$15.5M (-$1.6M)
Filed 2026-11-03
Canerector Inc
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$14.8M (-$702.3K)
Filed 2026-10-13
Heathbridge Capital Management Ltd.
UNCHANGED
Shares74,500 from 74,500
Change0 (0%)
Value$14.7M (-$745.1K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares71,960 from 70,461
Change+1,499 (+2%)
Value$14.1M (-$436.7K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares69,921 from 68,809
Change+1,112 (+2%)
Value$13.7M (-$495.7K)
Filed 2026-10-26
Altrius Capital Management Inc
INCREASED
Shares67,391 from 66,441
Change+950 (+1%)
Value$13.2M (-$502.9K)
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares63,296 from 59,265
Change+4,031 (+7%)
Value$17.7M (+$314.1K)
Filed 2026-10-26
Franklin Street Advisors Inc
INCREASED
Shares61,097 from 15,897
Change+45,200 (+284%)
Value$12.0M (+$8.7M)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares61,011 from 61,168
Change-157 (0%)
Value$12.0M (-$665.8K)
Filed 2026-11-06
Baskin Financial Services Inc.
DECREASED
Shares57,698 from 58,458
Change-760 (-1%)
Value$11.3K (-$746)
Filed 2026-10-19
Live Oak Private Wealth LLC
UNCHANGED
Shares54,783 from 54,783
Change0 (0%)
Value$10.8M (-$568.6K)
Filed 2026-11-02
Summerhill Capital Management lnc.
DECREASED
Shares54,666 from 55,590
Change-924 (-2%)
Value$10.8M (-$639.0K)
Filed 2026-11-02
Bensler, LLC
NEW
Shares54,270
Change+54,270
Value$10.7M
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares53,768 from 54,093
Change-325 (-1%)
Value$10.6M (-$625.3K)
Filed 2026-11-06
Natixis
DECREASED
Shares49,033 from 67,875
Change-18,842 (-28%)
Value$9.6M (-$4.4M)
Filed 2026-11-06
Waratah Capital Advisors Ltd.
DECREASED
Shares48,962 from 79,399
Change-30,437 (-38%)
Value$9.6M (-$6.8M)
Filed 2026-11-06
Plato Investment Management Ltd
UNCHANGED
Shares47,573 from 47,573
Change0 (0%)
Value$9.5M (-$285.9K)
Filed 2026-11-05
Gold Investment Management Ltd.
INCREASED
Shares47,427 from 47,242
Change+185 (+0%)
Value$9.3M (-$449.2K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares46,506 from 22,619
Change+23,887 (+106%)
Value$8.9M (+$4.1M)
Filed 2026-10-13
Imc-Chicago, LLC
INCREASED
Shares45,451 from 21,785
Change+23,666 (+109%)
Value$8.9M (+$4.4M)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares45,420 from 1,589,605
Change-1,544,185 (-97%)
Value$9.0M (-$320.0M)
Filed 2026-10-15
Quadrant Capital Group LLC
DECREASED
Shares41,571 from 41,603
Change-32 (0%)
Value$8.1M (-$517.9K)
Filed 2026-10-20
Cardinal Capital Management
INCREASED
Shares40,408 from 39,630
Change+778 (+2%)
Value$7.9M (-$258.4K)
Filed 2026-10-21
Ritholtz Wealth Management
INCREASED
Shares39,336 from 38,756
Change+580 (+2%)
Value$7.7M (-$288.3K)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
INCREASED
Shares38,736 from 38,096
Change+640 (+2%)
Value$7.6M (-$248.0K)
Filed 2026-10-16
Burkett Asset Management Ltd
DECREASED
Shares38,240 from 41,598
Change-3,358 (-8%)
Value$7.5M (-$1.1M)
Filed 2026-10-13
Viewpoint Investment Partners Corp
DECREASED
Shares35,166 from 42,548
Change-7,382 (-17%)
Value$6.9M (-$1.9M)
Filed 2026-10-26
Hennessy Advisors Inc
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$6.9M (-$363.3K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares34,733 from 32,102
Change+2,631 (+8%)
Value$6.8M (+$184.0K)
Filed 2026-10-29
Pacifica Partners Inc.
DECREASED
Shares34,229 from 35,796
Change-1,567 (-4%)
Value$6.6M (-$677.4K)
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares33,813 from 33,428
Change+385 (+1%)
Value$6.6M (-$271.3K)
Filed 2026-10-23
Arga Investment Management, LP
DECREASED
Shares31,826 from 31,843
Change-17 (0%)
Value$6.3M (-$335.1K)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares31,080 from 24,969
Change+6,111 (+24%)
Value$6.1M (+$942.3K)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares29,902 from 32,151
Change-2,249 (-7%)
Value$5.9M (-$775.8K)
Filed 2026-10-08
Turn8 Private Wealth Inc.
DECREASED
Shares29,634 from 29,879
Change-245 (-1%)
Value$5.8M (-$343.9K)
Filed 2026-11-05
Pembroke Management, LTD
INCREASED
Shares29,569 from 12,838
Change+16,731 (+130%)
Value$5.8M (+$3.2M)
Filed 2026-10-21
Aspiriant, LLC
INCREASED
Shares29,333 from 29,286
Change+47 (+0%)
Value$5.8M (-$294.8K)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares29,315 from 33,962
Change-4,647 (-14%)
Value$5.8M (-$1.3M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares28,670 from 29,139
Change-469 (-2%)
Value$5.6K (-$6.0M)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares28,015 from 27,854
Change+161 (+1%)
Value$5.5M (-$257.6K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares27,385 from 57,530
Change-30,145 (-52%)
Value$5.4M (-$6.5M)
Filed 2026-10-20
Trust Co of the South
INCREASED
Shares27,137 from 26,847
Change+290 (+1%)
Value$5.3M (-$221.7K)
Filed 2026-10-21
Shikiar Asset Management Inc
UNCHANGED
Shares26,290 from 26,290
Change0 (0%)
Value$5.2K (-$5.4M)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares25,051 from 25,048
Change+3 (+0%)
Value$4.9M (-$259.4K)
Filed 2026-10-14
Cigna Investments Inc
DECREASED
Shares24,965 from 25,240
Change-275 (-1%)
Value$4.9K (-$5.2M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares24,493 from 23,858
Change+635 (+3%)
Value$4.8M (-$122.9K)
Filed 2026-11-02
Louisbourg Investments Inc.
DECREASED
Shares24,224 from 25,705
Change-1,481 (-6%)
Value$4.8M (-$532.9K)
Filed 2026-10-20
Davis Investment Partners, LLC
INCREASED
Shares24,212 from 23,475
Change+737 (+3%)
Value$4.8M (-$98.8K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares22,831 from 22,798
Change+33 (+0%)
Value$4.5M (-$230.3K)
Filed 2026-11-05
Advisortrust Partners, LLC
UNCHANGED
Shares22,270 from 22,270
Change0 (0%)
Value$4.4M (-$231.2K)
Filed 2026-11-02
CFM Wealth Partners LLC
UNCHANGED
Shares21,401 from 21,401
Change0 (0%)
Value$4.2M (-$222.1K)
Filed 2026-11-05
Quilter Plc
DECREASED
Shares21,321 from 23,466
Change-2,145 (-9%)
Value$6.0M (-$922.9K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares20,539 from 20,987
Change-448 (-2%)
Value$4.0M (-$305.4K)
Filed 2026-10-30
Whitener Capital Management, Inc.
DECREASED
Shares20,409 from 20,899
Change-490 (-2%)
Value$4.0M (-$313.3K)
Filed 2026-10-15
Old Port Advisors
DECREASED
Shares18,917 from 19,191
Change-274 (-1%)
Value$3.7M (-$253.1K)
Filed 2026-10-23
Alkeme Wealth, LLC
DECREASED
Shares18,213 from 20,078
Change-1,865 (-9%)
Value$3.6M (-$575.1K)
Filed 2026-10-08
Midwest Professional Planners, Ltd.
INCREASED
Shares17,995 from 17,384
Change+611 (+4%)
Value$3.5M (-$60.2K)
Filed 2026-10-29
Gibbs Wealth Management
INCREASED
Shares17,127 from 16,018
Change+1,109 (+7%)
Value$3.4M (+$51.7K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares17,062 from 16,986
Change+76 (+0%)
Value$3.4M (-$161.4K)
Filed 2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares16,501 from 16,400
Change+101 (+1%)
Value$3.2M (-$147.3K)
Filed 2026-11-04
Verum Partners LLC
INCREASED
Shares16,330 from 16,329
Change+1 (+0%)
Value$3.2M (-$169.3K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares16,206 from 15,278
Change+928 (+6%)
Value$3.2M (+$24.8K)
Filed 2026-10-08
Applied Capital LLC
DECREASED
Shares16,197 from 16,214
Change-17 (0%)
Value$3.2M (-$171.6K)
Filed 2026-10-07
AMG National Trust Bank
UNCHANGED
Shares16,101 from 16,101
Change0 (0%)
Value$3.2M (-$167.1K)
Filed 2026-11-05
Columbus Macro, LLC
DECREASED
Shares15,304 from 15,750
Change-446 (-3%)
Value$3.0M (-$251.3K)
Filed 2026-10-14
Pathway Financial Advisers, LLC
DECREASED
Shares14,894 from 16,085
Change-1,191 (-7%)
Value$2.9M (-$401.0K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares14,893 from 17,649
Change-2,756 (-16%)
Value$2.9K (-$3.7M)
Filed 2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares14,782 from 14,674
Change+108 (+1%)
Value$2.9M (-$131.1K)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares14,467 from 19,807
Change-5,340 (-27%)
Value$2.8M (-$797.6K)
Filed 2026-11-06
Great Lakes Retirement, Inc.
DECREASED
Shares14,118 from 14,242
Change-124 (-1%)
Value$2.8M (-$172.1K)
Filed 2026-10-26
First Citizens Bank & Trust Co
DECREASED
Shares13,225 from 13,248
Change-23 (0%)
Value$2.6M (-$142.0K)
Filed 2026-10-14
Ativo Capital Management LLC
DECREASED
Shares13,040 from 13,041
Change-1 (0%)
Value$2.6M (-$135.7K)
Filed 2026-10-27
Boston Trust Walden Corp
INCREASED
Shares12,787 from 12,777
Change+10 (+0%)
Value$2.5M (-$130.7K)
Filed 2026-10-30
Frank, Rimerman Advisors LLC
UNCHANGED
Shares12,118 from 12,118
Change0 (0%)
Value$2.4M (-$125.8K)
Filed 2026-10-16
Evergreen Capital Management LLC
DECREASED
Shares12,066 from 12,342
Change-276 (-2%)
Value$2.4M (-$182.4K)
Filed 2026-10-23
Aprio Wealth Management, LLC
DECREASED
Shares11,839 from 11,844
Change-5 (0%)
Value$2.3M (-$123.9K)
Filed 2026-10-28
Mayfair Advisory Group, LLC
UNCHANGED
Shares11,802 from 11,802
Change0 (0%)
Value$2.3M (-$147.5K)
Filed 2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares11,578 from 11,578
Change0 (0%)
Value$2.4M ($0)
Filed 2026-10-15
Aull & Monroe Investment Management Corp
DECREASED
Shares11,498 from 11,779
Change-281 (-2%)
Value$2.3M (-$177.5K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares11,025 from 11,252
Change-227 (-2%)
Value$2.2M (-$161.4K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares10,579 from 9,429
Change+1,150 (+12%)
Value$2.1M (+$128.2K)
Filed 2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED
Shares10,195 from 9,535
Change+660 (+7%)
Value$2.0K (-$2.0M)
Filed 2026-10-19
Summit Securities Group LLC
NEW
Shares10,000
Change+10,000
Value$2.0M
Filed 2026-11-05
Edmp, Inc.
DECREASED
Shares9,606 from 9,870
Change-264 (-3%)
Value$1.9M (-$154.4K)
Filed 2026-10-22
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares9,336 from 9,336
Change0 (0%)
Value$1.8M (-$96.9K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,212 from 10,688
Change-1,476 (-14%)
Value$1.8M (-$401.2K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares9,053 from 8,976
Change+77 (+1%)
Value$1.8M (-$77.9K)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares9,047 from 10,436
Change-1,389 (-13%)
Value$1.8M (-$381.3K)
Filed 2026-11-04
Community Bank, N.A.
DECREASED
Shares8,813 from 9,249
Change-436 (-5%)
Value$1.7M (-$181.7K)
Filed 2026-11-06
111 Capital
NEW
Shares8,724
Change+8,724
Value$1.7M
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares8,672 from 13,298
Change-4,626 (-35%)
Value$1.7M (-$1.0M)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares8,618 from 7,981
Change+637 (+8%)
Value$1.7M (+$42.4K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares8,456 from 8,138
Change+318 (+4%)
Value$1.7M (-$22.0K)
Filed 2026-10-02
Prospera Financial Services Inc
INCREASED
Shares8,345 from 8,087
Change+258 (+3%)
Value$1.7M (+$20.1K)
Filed 2026-11-04
Oppenheimer & Co Inc
UNCHANGED
Shares8,254 from 8,254
Change0 (0%)
Value$1.6M (-$85.7K)
Filed 2026-10-26
BayBridge Capital Group, LLC
INCREASED
Shares7,932 from 3,478
Change+4,454 (+128%)
Value$1.6M (+$839.6K)
Filed 2026-10-13
Leisure Capital Management
DECREASED
Shares7,880 from 8,281
Change-401 (-5%)
Value$1.5M (-$164.8K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares7,827 from 6,829
Change+998 (+15%)
Value$1.5M (+$125.2K)
Filed 2026-10-22
Obermeyer Wealth Partners
UNCHANGED
Shares7,684 from 7,684
Change0 (0%)
Value$1.5M (-$79.8K)
Filed 2026-10-21
Themes Management Co LLC
INCREASED
Shares7,670 from 4,834
Change+2,836 (+59%)
Value$1.5M (+$507.4K)
Filed 2026-10-29
Capital Investment Counsel, Inc
INCREASED
Shares7,620 from 6,981
Change+639 (+9%)
Value$1.5M (+$53.2K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares7,613 from 7,613
Change0 (0%)
Value$1.5M (-$79.0K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares7,608 from 7,496
Change+112 (+1%)
Value$1.5M (-$55.8K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares7,598 from 7,610
Change-12 (0%)
Value$1.5K (-$1.6M)
Filed 2026-10-22
Rudd Co d/b/a Styre Wealth
NEW
Shares7,539
Change+7,539
Value$1.5M
Filed 2026-10-29
Moors & Cabot, Inc.
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$1.5M (-$78.2K)
Filed 2026-11-06
Sage Mountain Advisors LLC
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$1.5M (-$78.2K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares7,492 from 6,252
Change+1,240 (+20%)
Value$1.5M (+$178.9K)
Filed 2026-10-21
Wagner Wealth Management, LLC
INCREASED
Shares7,489 from 6,884
Change+605 (+9%)
Value$1.5M (+$47.5K)
Filed 2026-10-21
Advisory Resource Group
DECREASED
Shares7,454 from 7,903
Change-449 (-6%)
Value$1.5M (-$170.2K)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares7,398 from 4,120
Change+3,278 (+80%)
Value$1.5M (+$591.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares7,398 from 4,120
Change+3,278 (+80%)
Value$1.5M (+$591.8K)
Filed 2026-10-20
EPG Wealth Management LLC
INCREASED
Shares7,372 from 7,202
Change+170 (+2%)
Value$1.4M (-$41.4K)
Filed 2026-11-03
New England Research & Management, Inc.
INCREASED
Shares7,250 from 7,100
Change+150 (+2%)
Value$1.4M (-$44.2K)
Filed 2026-10-16
GC Wealth Management RIA, LLC
INCREASED
Shares7,171 from 3,312
Change+3,859 (+117%)
Value$1.4M (+$724.4K)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares7,087 from 7,704
Change-617 (-8%)
Value$1.4M (-$201.3K)
Filed 2026-10-28
Carolina Wealth Management Inc
INCREASED
Shares7,017 from 6,792
Change+225 (+3%)
Value$1.4M (-$26.3K)
Filed 2026-10-29
Five Oceans Advisors
UNCHANGED
Shares6,968 from 6,968
Change0 (0%)
Value$1.4M (-$72.3K)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares6,791 from 6,948
Change-157 (-2%)
Value$1.3M (-$103.0K)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares6,693 from 6,830
Change-137 (-2%)
Value$1.3M (-$97.8K)
Filed 2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED
Shares6,540 from 34,660
Change-28,120 (-81%)
Value$1.9M (-$7.3M)
Filed 2026-10-29
Welch Group, LLC
UNCHANGED
Shares6,475 from 6,475
Change0 (0%)
Value$1.3M (-$67.2K)
Filed 2026-10-29
Belleair Asset Management, LLC
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$1.3M (-$67.0K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
UNCHANGED
Shares6,439 from 6,439
Change0 (0%)
Value$1.2M (-$103.9K)
Filed 2026-10-13
Westover Capital Advisors, LLC
INCREASED
Shares6,410 from 6,184
Change+226 (+4%)
Value$1.3M (-$19.8K)
Filed 2026-10-26
MQS Management LLC
INCREASED
Shares6,362 from 1,695
Change+4,667 (+275%)
Value$1.3M (+$899.9K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares6,252 from 6,216
Change+36 (+1%)
Value$1.2M (-$57.4K)
Filed 2026-10-05
Patten & Patten Inc
UNCHANGED
Shares6,080 from 6,080
Change0 (0%)
Value$1.2M (-$63.1K)
Filed 2026-10-26
Ti-Trust, Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.2M (-$62.3K)
Filed 2026-10-21
Clear Trail Advisors, LLC
DECREASED
Shares5,929 from 6,429
Change-500 (-8%)
Value$1.2M (-$165.0K)
Filed 2026-10-20
Principal Financial Group Inc
INCREASED
Shares5,738 from 5,600
Change+138 (+2%)
Value$1.1M (-$27.8K)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares5,726 from 5,805
Change-79 (-1%)
Value$1.1M (-$75.8K)
Filed 2026-10-30
PDS Planning, Inc
DECREASED
Shares5,614 from 5,618
Change-4 (0%)
Value$1.1M (-$59.1K)
Filed 2026-11-03
Forbes J M & Co LLP
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$1.1M (-$58.1K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares5,564 from 5,818
Change-254 (-4%)
Value$1.1M (-$110.5K)
Filed 2026-10-15
Hilltop National Bank
DECREASED
Shares5,499 from 6,196
Change-697 (-11%)
Value$1.1M (-$201.3K)
Filed 2026-10-14
Citrine Capital LLC
UNCHANGED
Shares5,412 from 5,412
Change0 (0%)
Value$1.1M (-$56.2K)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares5,242 from 5,282
Change-40 (-1%)
Value$1.0M (-$62.7K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares5,193 from 4,953
Change+240 (+5%)
Value$1.0M (-$4.2K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares5,176 from 4,209
Change+967 (+23%)
Value$1.0M (+$146.3K)
Filed 2026-10-16
Salem Investment Counselors Inc
UNCHANGED
Shares5,167 from 5,167
Change0 (0%)
Value$1.0M (-$53.6K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED
Shares5,120 from 5,213
Change-93 (-2%)
Value$1.0M (-$72.4K)
Filed 2026-10-09
Strategic Blueprint, LLC
INCREASED
Shares5,069 from 5,036
Change+33 (+1%)
Value$996.5K (-$45.8K)
Filed 2026-10-22
Swiss RE LTD
INCREASED
Shares5,060 from 3,076
Change+1,984 (+65%)
Value$997.7K (+$361.0K)
Filed 2026-11-06
Natural Investments, LLC
INCREASED
Shares5,038 from 4,935
Change+103 (+2%)
Value$990.4K (-$30.6K)
Filed 2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares5,006 from 5,006
Change0 (0%)
Value$984.1K (-$52.0K)
Filed 2026-11-06
Live Oak Investment Partners
DECREASED
Shares4,958 from 4,965
Change-7 (0%)
Value$974.7K (-$52.9K)
Filed 2026-10-23
Tuttle Capital Management, LLC
INCREASED
Shares4,923 from 4,540
Change+383 (+8%)
Value$967.8K (+$28.2K)
Filed 2026-10-21
Cordatus Wealth Management LLC
INCREASED
Shares4,912 from 4,826
Change+86 (+2%)
Value$965.6K (-$33.2K)
Filed 2026-10-19
Magnolia Capital Management LTD
UNCHANGED
Shares4,865 from 4,865
Change0 (0%)
Value$956 (-$51)
Filed 2026-10-09
Rockland Trust Co
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$943.6K (-$49.8K)
Filed 2026-10-05
Brighton Jones LLC
INCREASED
Shares4,791 from 4,665
Change+126 (+3%)
Value$941.9K (-$23.6K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares4,779 from 4,769
Change+10 (+0%)
Value$939.4K (-$47.5K)
Filed 2026-11-05
First National Trust Co
UNCHANGED
Shares4,767 from 4,767
Change0 (0%)
Value$937.1K (-$49.5K)
Filed 2026-10-28
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares4,749 from 4,749
Change0 (0%)
Value$933.6K (-$49.3K)
Filed 2026-10-29
Sara-Bay Financial
DECREASED
Shares4,526 from 5,374
Change-848 (-16%)
Value$889.8K (-$222.5K)
Filed 2026-10-21
McGrath & Associates, Inc.
NEW
Shares4,384
Change+4,384
Value$861.9K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares4,372 from 4,481
Change-109 (-2%)
Value$859.3K (-$67.9K)
Filed 2026-11-04
Burney Co/
UNCHANGED
Shares4,339 from 4,339
Change0 (0%)
Value$853.0K (-$45.0K)
Filed 2026-10-15
Income Insurance Ltd
INCREASED
Shares4,326 from 4,226
Change+100 (+2%)
Value$853.0K (-$21.8K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares4,319 from 3,692
Change+627 (+17%)
Value$849.1K (+$84.9K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
INCREASED
Shares4,316 from 3,954
Change+362 (+9%)
Value$848.5K (+$30.1K)
Filed 2026-10-20
Citizens Financial Group Inc
INCREASED
Shares4,272 from 4,191
Change+81 (+2%)
Value$839.9K (-$27.5K)
Filed 2026-10-23
Rose Capital Advisors LLC
INCREASED
Shares4,123 from 2,892
Change+1,231 (+43%)
Value$810.7K (+$212.2K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares4,015 from 3,497
Change+518 (+15%)
Value$789.3K (+$65.5K)
Filed 2026-10-23
Old North State Wealth Management, LLC
DECREASED
Shares3,951 from 4,051
Change-100 (-2%)
Value$776.8K (-$61.7K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares3,949 from 3,878
Change+71 (+2%)
Value$752.5K (-$66.1K)
Filed 2026-10-09
Asset Advisors Investment Management, LLC
NEW
Shares3,911
Change+3,911
Value$768.9K
Filed 2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$769.1K (-$38.2K)
Filed 2026-10-15
Summit Asset Management, LLC
UNCHANGED
Shares3,872 from 3,872
Change0 (0%)
Value$761.2K (-$40.2K)
Filed 2026-11-05
Financial Security Advisor, Inc.
UNCHANGED
Shares3,842 from 3,842
Change0 (0%)
Value$755.3K (-$39.9K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares3,744 from 3,075
Change+669 (+22%)
Value$736.0K (+$99.7K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares3,690 from 2,422
Change+1,268 (+52%)
Value$725.4K (+$224.1K)
Filed 2026-10-19
Daiwa Securities Group Inc.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$707.7K (-$37.4K)
Filed 2026-10-29
Summit Global Investments
DECREASED
Shares3,557 from 4,409
Change-852 (-19%)
Value$699 (-$911.3K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares3,535
Change+3,535
Value$694.9K
Filed 2026-10-21
Portside Wealth Group, LLC
NEW
Shares3,515
Change+3,515
Value$691.0K
Filed 2026-10-20
BIP Wealth, LLC
UNCHANGED
Shares3,478 from 3,478
Change0 (0%)
Value$683.7K (-$36.1K)
Filed 2026-10-22
Financial & Tax Architects, LLC
INCREASED
Shares3,455 from 3,027
Change+428 (+14%)
Value$679.2K (+$52.7K)
Filed 2026-10-15
Magnus Financial Group LLC
UNCHANGED
Shares3,402 from 3,402
Change0 (0%)
Value$668.8K (-$35.3K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,367 from 2,211
Change+1,156 (+52%)
Value$661.9K (+$204.3K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares3,349 from 3,321
Change+28 (+1%)
Value$658.4K (+$121.1K)
Filed 2026-10-13
Armor Investment Advisors, LLC
UNCHANGED
Shares3,346 from 3,346
Change0 (0%)
Value$657.9K (-$34.7K)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares3,281 from 3,399
Change-118 (-3%)
Value$645.2K (-$58.4K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares3,234 from 3,235
Change-1 (0%)
Value$635.7K (-$33.8K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares3,227 from 1,872
Change+1,355 (+72%)
Value$634.4K (+$246.9K)
Filed 2026-11-04
Cromwell Holdings LLC
UNCHANGED
Shares3,219 from 3,219
Change0 (0%)
Value$632.8K (-$33.4K)
Filed 2026-10-28
Roman Butler Fullerton & Co
DECREASED
Shares3,192 from 3,216
Change-24 (-1%)
Value$626.7K (-$50.8K)
Filed 2026-10-27
Quantum Financial Advisors, LLC
UNCHANGED
Shares3,156 from 3,156
Change0 (0%)
Value$620.4K (-$32.8K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares3,142 from 2,508
Change+634 (+25%)
Value$617.7K (+$98.6K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares3,079 from 3,051
Change+28 (+1%)
Value$605.3K (-$26.2K)
Filed 2026-10-23
Wealth Group, Ltd.
INCREASED
Shares3,075 from 1,379
Change+1,696 (+123%)
Value$605 (-$284.4K)
Filed 2026-10-30
Quadrant Private Wealth Management, LLC
NEW
Shares3,054
Change+3,054
Value$600.4K
Filed 2026-11-04
Towne Trust Company, N.a
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$589.8K (-$31.1K)
Filed 2026-10-28
Riversedge Advisors, LLC
INCREASED
Shares2,996 from 2,908
Change+88 (+3%)
Value$589.0K (-$12.9K)
Filed 2026-10-09
Yousif Capital Management, LLC
INCREASED
Shares2,981 from 2,907
Change+74 (+3%)
Value$586.0K (-$15.6K)
Filed 2026-10-22
Certified Advisory Corp
DECREASED
Shares2,962 from 3,289
Change-327 (-10%)
Value$582.4K (-$98.4K)
Filed 2026-10-29
Urban Wealth Management, LLC
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$580.9K (-$30.7K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares2,916 from 2,757
Change+159 (+6%)
Value$603.6K (+$32.9K)
Filed 2026-11-06
Eddie Patel Inc
INCREASED
Shares2,910 from 2,051
Change+859 (+42%)
Value$572.0K (+$147.6K)
Filed 2026-11-02
King Luther Capital Management Corp
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$568.3K (-$30.0K)
Filed 2026-11-05
Aviance Capital Partners, LLC
DECREASED
Shares2,848 from 2,853
Change-5 (0%)
Value$559.9K (-$30.6K)
Filed 2026-10-29
Carter Financial Group, Inc.
INCREASED
Shares2,841 from 2,407
Change+434 (+18%)
Value$558.5K (+$60.3K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,833 from 1,862
Change+971 (+52%)
Value$556.9K (+$171.6K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$555.4K (-$29.3K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,808 from 1,858
Change+950 (+51%)
Value$552.1K (+$167.6K)
Filed 2026-10-08
Triangle Securities Wealth Management
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$550.5K (-$29.1K)
Filed 2026-10-14
Sheets Smith Wealth Management
DECREASED
Shares2,797 from 2,904
Change-107 (-4%)
Value$549.9K (-$51.2K)
Filed 2026-10-16
Greenspring Advisors, LLC
INCREASED
Shares2,796 from 1,383
Change+1,413 (+102%)
Value$549.7K (+$263.4K)
Filed 2026-11-05
Shoker Investment Counsel, Inc.
UNCHANGED
Shares2,793 from 2,793
Change0 (0%)
Value$549.1K (-$29.0K)
Filed 2026-11-04
Excalibur Management Corp
UNCHANGED
Shares2,790 from 2,790
Change0 (0%)
Value$548.5K (-$29.0K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares2,763
Change+2,763
Value$564
Filed 2026-11-03
55 North Private Wealth, LLC
INCREASED
Shares2,750 from 2,370
Change+380 (+16%)
Value$540.6K (+$50.1K)
Filed 2026-10-20
ARQ Wealth Advisors, LLC
INCREASED
Shares2,722 from 2,706
Change+16 (+1%)
Value$535.1K (-$37.1K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
INCREASED
Shares2,684 from 2,529
Change+155 (+6%)
Value$527.6K (+$4.2K)
Filed 2026-10-27
OmniStar Financial Group, Inc.
INCREASED
Shares2,652 from 2,646
Change+6 (+0%)
Value$521.4K (-$26.4K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares2,648 from 2,702
Change-54 (-2%)
Value$520.5K (-$38.7K)
Filed 2026-10-22
August Group Capital Ltd
DECREASED
Shares2,635 from 2,667
Change-32 (-1%)
Value$518.4K (-$33.1K)
Filed 2026-10-14
Abacus Wealth Partners, LLC
INCREASED
Shares2,618 from 2,512
Change+106 (+4%)
Value$514.7K (-$5.2K)
Filed 2026-11-03
Canopy Partners, LLC
DECREASED
Shares2,616 from 2,885
Change-269 (-9%)
Value$514.3K (-$82.8K)
Filed 2026-10-28
Capital Investment Advisors, LLC
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$502.1K (-$26.5K)
Filed 2026-10-22
Noesis Capital Mangement Corp
NEW
Shares2,535
Change+2,535
Value$498.4K
Filed 2026-10-26
J. L. Bainbridge & Co., Inc.
DECREASED
Shares2,500 from 2,521
Change-21 (-1%)
Value$491.5K (-$30.3K)
Filed 2026-10-20
Cypress Wealth Services, LLC
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$490.1K (-$26.5K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
DECREASED
Shares2,486 from 2,501
Change-15 (-1%)
Value$488.7K (-$28.9K)
Filed 2026-10-15
Tompkins Financial Corp
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$471.8K (-$24.9K)
Filed 2026-10-05
Fiduciary Financial Group, LLC
INCREASED
Shares2,374 from 2,026
Change+348 (+17%)
Value$466.7K (+$47.4K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares2,358 from 4,401
Change-2,043 (-46%)
Value$463.6K (-$447.3K)
Filed 2026-11-04
Argos Wealth Advisors, LLC
UNCHANGED
Shares2,304 from 2,304
Change0 (0%)
Value$452.9K (-$23.9K)
Filed 2026-11-02
Chemung Canal Trust Co
DECREASED
Shares2,299 from 3,275
Change-976 (-30%)
Value$452.0K (-$225.9K)
Filed 2026-11-04
Family Capital Management, Inc.
INCREASED
Shares2,292 from 2,168
Change+124 (+6%)
Value$450.5K (+$1.8K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,270 from 2,271
Change-1 (0%)
Value$446.4K (-$23.6K)
Filed 2026-10-08
Kanawha Capital Management LLC
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$445.3K (-$23.5K)
Filed 2026-10-19
Florida Trust Wealth Management Co
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$442.9K (-$23.4K)
Filed 2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$440.4K (-$23.3K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares2,233 from 2,155
Change+78 (+4%)
Value$427.0K (-$23.6K)
Filed 2026-10-08
Mallini Complete Financial Planning LLC
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$436.4K (-$23.0K)
Filed 2026-10-06
Valeo Financial Advisors, LLC
INCREASED
Shares2,211 from 1,929
Change+282 (+15%)
Value$434.7K (+$35.4K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares2,201 from 2,168
Change+33 (+2%)
Value$432.8K (-$16.0K)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares2,199 from 2,199
Change0 (0%)
Value$432.3K (-$22.8K)
Filed 2026-10-14
Beacon Bank & Trust
DECREASED
Shares2,169 from 2,699
Change-530 (-20%)
Value$426.4K (-$132.2K)
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED
Shares2,149 from 6,225
Change-4,076 (-65%)
Value$422.5K (-$865.9K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares2,141 from 2,185
Change-44 (-2%)
Value$420.9K (-$31.3K)
Filed 2026-10-15
Firestone Capital Management
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$419.5K (-$22.2K)
Filed 2026-11-03
Phoenix Wealth Advisors
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$416.9K (-$22.0K)
Filed 2026-11-03
GAM Holding AG
DECREASED
Shares2,100 from 2,300
Change-200 (-9%)
Value$417.9K (-$58.2K)
Filed 2026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$412.8K (-$21.8K)
Filed 2026-10-09
Cherokee Insurance Co
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$411.1K (-$21.7K)
Filed 2026-11-05
Miller Howard Investments Inc
DECREASED
Shares2,088 from 2,337
Change-249 (-11%)
Value$410.4K (-$73.2K)
Filed 2026-10-26
Cypress Capital Group
DECREASED
Shares2,040 from 2,335
Change-295 (-13%)
Value$401.0K (-$82.2K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares1,968 from 1,886
Change+82 (+4%)
Value$386.9K (-$3.5K)
Filed 2026-10-29
Contravisory Investment Management, Inc.
DECREASED
Shares1,939 from 2,083
Change-144 (-7%)
Value$381.2K (-$49.9K)
Filed 2026-10-13
Old Peak Finance LLC
UNCHANGED
Shares1,938 from 1,938
Change0 (0%)
Value$381.0K (-$20.1K)
Filed 2026-11-02
Certuity, LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$380.4K (-$20.1K)
Filed 2026-11-02
Meridian Wealth Management, LLC
NEW
Shares1,911
Change+1,911
Value$375.7K
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares1,895 from 1,895
Change0 (0%)
Value$372.5K (-$19.7K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,890 from 1,885
Change+5 (+0%)
Value$371.6K (-$18.6K)
Filed 2026-10-27
Fulcrum Equity Management
INCREASED
Shares1,877 from 1,855
Change+22 (+1%)
Value$369.0K (-$14.9K)
Filed 2026-10-21
Alta Capital Management LLC/
INCREASED
Shares1,830 from 1,559
Change+271 (+17%)
Value$359.8K (+$37.1K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares1,823 from 2,011
Change-188 (-9%)
Value$358.4K (-$57.8K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares1,778 from 1,819
Change-41 (-2%)
Value$350 (-$26)
Filed 2026-10-02
Cooper Financial Group
INCREASED
Shares1,760 from 1,671
Change+89 (+5%)
Value$346.0K (+$151)
Filed 2026-10-07
AMG Asset Management Group, Inc.
DECREASED
Shares1,759 from 1,794
Change-35 (-2%)
Value$345.8K (-$25.5K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares1,748 from 4,414
Change-2,666 (-60%)
Value$343.6K (-$570.0K)
Filed 2026-10-21
Mitchell Capital Management Co
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$343.6K (-$18.1K)
Filed 2026-10-29
XXI Wealth, LLC
INCREASED
Shares1,730 from 1,530
Change+200 (+13%)
Value$340.1K (+$23.4K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,727 from 1,654
Change+73 (+4%)
Value$339.5K (-$2.8K)
Filed 2026-10-28
Bfsg, LLC
DECREASED
Shares1,727 from 1,798
Change-71 (-4%)
Value$339.5K (-$32.6K)
Filed 2026-10-30
Knights of Columbus Asset Advisors LLC
DECREASED
Shares1,724 from 2,206
Change-482 (-22%)
Value$338.9K (-$117.7K)
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$338.3K (-$17.9K)
Filed 2026-11-02
Chemistry Wealth Management LLC
DECREASED
Shares1,692 from 2,146
Change-454 (-21%)
Value$332.6K (-$111.6K)
Filed 2026-10-16
Cutler Investment Counsel LLC
DECREASED
Shares1,664 from 1,760
Change-96 (-5%)
Value$327.1K (-$37.1K)
Filed 2026-10-28
Earned Wealth Advisors, LLC
DECREASED
Shares1,659 from 1,705
Change-46 (-3%)
Value$326.1K (-$26.9K)
Filed 2026-11-06
Greenleaf Trust
INCREASED
Shares1,650 from 1,485
Change+165 (+11%)
Value$324.4K (+$17.0K)
Filed 2026-10-29
Accredited Investors Inc.
NEW
Shares1,649
Change+1,649
Value$324.2K
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares1,629 from 1,635
Change-6 (0%)
Value$320.2K (-$18.2K)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares1,625 from 1,650
Change-25 (-2%)
Value$319.5K (-$22.0K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares1,624 from 1,470
Change+154 (+10%)
Value$319.3K (+$15.0K)
Filed 2026-10-09
Tandem Investment Advisors, Inc.
DECREASED
Shares1,600 from 2,700
Change-1,100 (-41%)
Value$314.5K (-$244.3K)
Filed 2026-11-04
Eastern Bank
DECREASED
Shares1,593 from 1,649
Change-56 (-3%)
Value$313.2K (-$28.1K)
Filed 2026-10-05
KCM Investment Advisors LLC
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$312.4K (-$16.5K)
Filed 2026-10-27
Pines Wealth Management, LLC
UNCHANGED
Shares1,579 from 1,579
Change0 (0%)
Value$310.4K (-$16.4K)
Filed 2026-10-21
Tannin Capital LLC
DECREASED
Shares1,578 from 1,778
Change-200 (-11%)
Value$310.2K (-$57.8K)
Filed 2026-11-05
Rockwood Wealth Management, LLC
INCREASED
Shares1,575 from 1,552
Change+23 (+1%)
Value$309.6K (-$11.6K)
Filed 2026-10-27
Brucke Financial, Inc.
INCREASED
Shares1,572 from 1,298
Change+274 (+21%)
Value$309.0K (+$40.4K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares1,561 from 1,380
Change+181 (+13%)
Value$306.9K (+$21.3K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares1,561 from 1,542
Change+19 (+1%)
Value$307.0K (-$12.2K)
Filed 2026-11-04
Iowa State Bank
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$305.3K (-$16.1K)
Filed 2026-10-06
Xponance LLC
INCREASED
Shares1,548 from 1,318
Change+230 (+17%)
Value$304.3K (+$31.5K)
Filed 2026-11-03
RMR Wealth Builders
DECREASED
Shares1,524 from 1,821
Change-297 (-16%)
Value$299.6K (-$77.3K)
Filed 2026-10-22
LVW Advisors, LLC
INCREASED
Shares1,518 from 1,296
Change+222 (+17%)
Value$298.4K (+$30.2K)
Filed 2026-10-19
Sunpointe, LLC
INCREASED
Shares1,507 from 1,494
Change+13 (+1%)
Value$296.3K (-$13.0K)
Filed 2026-10-22
Members Wealth LLC
NEW
Shares1,506
Change+1,506
Value$288.0K
Filed 2026-10-20
Autumn Glory Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$294.9K (-$15.6K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$294.9K (-$15.6K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$294.7K (-$15.6K)
Filed 2026-10-29
Mawer Investment Management Ltd.
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$293.9K (-$15.5K)
Filed 2026-11-06
Net Worth Advisory Group
DECREASED
Shares1,485 from 1,796
Change-311 (-17%)
Value$290.1K (-$81.6K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares1,483 from 1,475
Change+8 (+1%)
Value$291.4K (-$13.8K)
Filed 2026-10-08
Stewardship Concepts Financial Services LLC
DECREASED
Shares1,482 from 1,583
Change-101 (-6%)
Value$291.3K (-$36.4K)
Filed 2026-10-06
BridgePort Financial Solutions, LLC
INCREASED
Shares1,460 from 1,454
Change+6 (+0%)
Value$287.0K (-$13.9K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares1,457 from 1,688
Change-231 (-14%)
Value$286.4K (-$63.0K)
Filed 2026-11-04
Foster Group, Inc.
DECREASED
Shares1,453 from 1,462
Change-9 (-1%)
Value$285.6K (-$16.9K)
Filed 2026-10-13
Caldwell Trust Co
DECREASED
Shares1,438 from 1,444
Change-6 (0%)
Value$282.7K (-$16.2K)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$282.3K (-$15.3K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$282.3K (-$14.9K)
Filed 2026-11-03
Washington Capital Management, Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$275.2K (-$14.5K)
Filed 2026-10-19
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$276.5K (-$12.8K)
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares1,395 from 1,425
Change-30 (-2%)
Value$274.2K (-$20.7K)
Filed 2026-10-01
Braun-Bostich & Associates Inc.
DECREASED
Shares1,394 from 1,407
Change-13 (-1%)
Value$274.0K (-$17.2K)
Filed 2026-10-20
Physicians Financial Services, Inc.
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$271 (-$284.7K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares1,376 from 1,334
Change+42 (+3%)
Value$270.5K (-$5.5K)
Filed 2026-11-05
Smith Salley Wealth Management
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$268.7K (-$14.2K)
Filed 2026-11-03
Busey Bank
DECREASED
Shares1,356 from 1,405
Change-49 (-3%)
Value$266.6K (-$24.2K)
Filed 2026-10-26
Stiles Financial Services Inc
INCREASED
Shares1,350 from 1,346
Change+4 (+0%)
Value$265.4K (-$13.2K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares1,339 from 1,445
Change-106 (-7%)
Value$263.2K (-$35.8K)
Filed 2026-10-15
Clearwave Capital, LLC
INCREASED
Shares1,327 from 1,041
Change+286 (+27%)
Value$261.0K (+$45.5K)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,310 from 1,334
Change-24 (-2%)
Value$257.5K (-$18.6K)
Filed 2026-10-05
Echo45 Advisors LLC
INCREASED
Shares1,308 from 1,246
Change+62 (+5%)
Value$257.1K (-$745)
Filed 2026-10-07
Private Trust Co NA
INCREASED
Shares1,302 from 1,069
Change+233 (+22%)
Value$256.0K (+$34.7K)
Filed 2026-10-20
Nikulski Financial, Inc.
DECREASED
Shares1,293 from 1,300
Change-7 (-1%)
Value$254.2K (-$14.9K)
Filed 2026-11-06
Lester Murray Antman dba SimplyRich
NEW
Shares1,287
Change+1,287
Value$253.0K
Filed 2026-11-06
Southland Equity Partners LLC
DECREASED
Shares1,287 from 1,288
Change-1 (0%)
Value$252.9K (-$13.7K)
Filed 2026-10-14
RBA Wealth Management, LLC
NEW
Shares1,285
Change+1,285
Value$252.6K
Filed 2026-10-28
Resonant Capital Advisors, LLC
INCREASED
Shares1,283 from 1,280
Change+3 (+0%)
Value$252.2K (-$12.7K)
Filed 2026-10-15
Reflection Asset Management
DECREASED
Shares1,277 from 1,290
Change-13 (-1%)
Value$251.0K (-$15.9K)
Filed 2026-10-28
Accel Wealth Management
DECREASED
Shares1,271 from 1,458
Change-187 (-13%)
Value$249.9K (-$51.8K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares1,269 from 1,236
Change+33 (+3%)
Value$249.4K (-$6.5K)
Filed 2026-10-23
Soltis Investment Advisors LLC
INCREASED
Shares1,268 from 1,086
Change+182 (+17%)
Value$249.3K (+$24.5K)
Filed 2026-10-28
Brown Shipley& Co Ltd
DECREASED
Shares1,265 from 10,650
Change-9,385 (-88%)
Value$249.4K (-$2.0M)
Filed 2026-10-09
Facet Wealth, Inc.
DECREASED
Shares1,259 from 1,461
Change-202 (-14%)
Value$247.5K (-$54.9K)
Filed 2026-11-04
Schmidt P J Investment Management Inc
INCREASED
Shares1,256 from 1,191
Change+65 (+5%)
Value$246.9K (+$416)
Filed 2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$246.3K (-$13.0K)
Filed 2026-10-21
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$245.5K (-$13.0K)
Filed 2026-10-08
Sylvest Advisors, LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$244.0K (-$12.9K)
Filed 2026-10-26
Traveka Wealth, LLC
INCREASED
Shares1,239 from 1,192
Change+47 (+4%)
Value$243.6K (-$3.1K)
Filed 2026-10-19
Essex Bank
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$242.8K (-$12.8K)
Filed 2026-10-16
SmartHarvest Portfolios, LLC
INCREASED
Shares1,225 from 1,026
Change+199 (+19%)
Value$240.8K (+$28.5K)
Filed 2026-10-26
Carson Advisory Inc.
DECREASED
Shares1,223 from 1,261
Change-38 (-3%)
Value$240.5K (-$20.6K)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares1,221 from 1,110
Change+111 (+10%)
Value$240.1K (+$6.4K)
Filed 2026-10-26
Enterprise Financial Services Corp
INCREASED
Shares1,210 from 1,177
Change+33 (+3%)
Value$237.9K (-$5.7K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares1,204 from 1,784
Change-580 (-33%)
Value$236.7K (-$132.6K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares1,192 from 1,187
Change+5 (+0%)
Value$234.3K (-$11.4K)
Filed 2026-10-29
Oppenheimer Asset Management Inc.
DECREASED
Shares1,189 from 1,609
Change-420 (-26%)
Value$233.7K (-$99.3K)
Filed 2026-10-27
Ironsides Asset Advisors, LLC
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$232.4K (-$12.3K)
Filed 2026-10-20
State of Wyoming
DECREASED
Shares1,170 from 1,260
Change-90 (-7%)
Value$230.7K (-$30.1K)
Filed 2026-10-28
Bison Wealth, LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$223.0K (-$17.7K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares1,148 from 1,118
Change+30 (+3%)
Value$225.7K (-$5.7K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$225.3K (-$11.9K)
Filed 2026-10-16
Stackstone Wealth, LLC
NEW
Shares1,131
Change+1,131
Value$222.3K
Filed 2026-10-19
SYM Financial Corp
INCREASED
Shares1,119 from 1,015
Change+104 (+10%)
Value$220.0K (+$9.9K)
Filed 2026-10-26
Intergy Private Wealth, LLC
DECREASED
Shares1,119 from 1,174
Change-55 (-5%)
Value$220.0K (-$23.0K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
INCREASED
Shares1,116 from 1,088
Change+28 (+3%)
Value$219.3K (-$5.8K)
Filed 2026-11-02
Silverlake Wealth Management LLC
INCREASED
Shares1,115 from 1,114
Change+1 (+0%)
Value$219.3K (-$11.4K)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$217.7K (-$19.7K)
Filed 2026-10-21
Garde Capital, Inc.
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$217.6K (-$11.5K)
Filed 2026-10-29
Index Fund Advisors, Inc.
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$217.4K (-$11.5K)
Filed 2026-11-05
NTV Asset Management LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$216.2K (-$11.4K)
Filed 2026-10-23
Acorn Creek Capital LLC
INCREASED
Shares1,099 from 1,091
Change+8 (+1%)
Value$216.1K (-$9.8K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
NEW
Shares1,095
Change+1,095
Value$215.3K
Filed 2026-11-06
Global Wealth Strategies & Associates
NEW
Shares1,095
Change+1,095
Value$215.3K
Filed 2026-10-02
RS Crum Inc.
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$208.4K (-$11.0K)
Filed 2026-10-19
Wesbanco Bank Inc
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$208.4K (-$11.0K)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
INCREASED
Shares1,058 from 1,033
Change+25 (+2%)
Value$208.0K (-$5.8K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares1,021 from 1,004
Change+17 (+2%)
Value$200.7K (-$7.1K)
Filed 2026-10-22
Mascoma Wealth Management LLC
DECREASED
Shares985 from 1,083
Change-98 (-9%)
Value$193.6K (-$30.5K)
Filed 2026-10-23
Sava Infond d.o.o.
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$195.2K (-$7.0K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares966 from 1,173
Change-207 (-18%)
Value$189.9K (-$52.9K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$179.9K (-$9.5K)
Filed 2026-10-05
Beacon Financial Strategies Corp
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$169.3K (-$8.9K)
Filed 2026-10-14
Nisa Investment Advisors, LLC
INCREASED
Shares852 from 765
Change+87 (+11%)
Value$167.5K (+$9.2K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
INCREASED
Shares839 from 829
Change+10 (+1%)
Value$164.9K (-$6.6K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$165.6K ($0)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$143.4K (-$7.1K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares724 from 727
Change-3 (0%)
Value$142.3K (-$8.1K)
Filed 2026-10-08
Kozak & Associates, Inc.
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$137.4K (-$2.4K)
Filed 2026-10-29
Bank of New Hampshire
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$129.7K (-$6.9K)
Filed 2026-10-06
Triumph Capital Management
INCREASED
Shares626 from 622
Change+4 (+1%)
Value$123.1K (-$5.7K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares598 from 300
Change+298 (+99%)
Value$117.6K (+$55.5K)
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$116.0K (-$6.1K)
Filed 2026-11-06
SBI Securities Co., Ltd.
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$114.8K (-$6.1K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$113.4K (-$6.0K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
INCREASED
Shares539 from 466
Change+73 (+16%)
Value$106.0K (+$9.5K)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares531 from 548
Change-17 (-3%)
Value$104.4K (-$9.0K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares508
Change+508
Value$100.0K
Filed 2026-10-09
Roxbury Financial LLC
INCREASED
Shares501 from 444
Change+57 (+13%)
Value$98.4K (+$6.5K)
Filed 2026-10-01
First Horizon Corp
DECREASED
Shares492 from 584
Change-92 (-16%)
Value$96.7K (-$24.1K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$89.6K (-$4.7K)
Filed 2026-11-03
Financial Management Professionals, Inc.
INCREASED
Shares454 from 424
Change+30 (+7%)
Value$89.3K (+$1.5K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares453 from 133
Change+320 (+241%)
Value$89.0K (+$61.5K)
Filed 2026-11-05
Richardson Financial Services Inc.
DECREASED
Shares431 from 479
Change-48 (-10%)
Value$84.7K (-$14.4K)
Filed 2026-10-30
True Wealth Design, LLC
INCREASED
Shares418 from 375
Change+43 (+11%)
Value$82.2K (+$4.6K)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$81.2K (-$4.3K)
Filed 2026-11-02
Costello Asset Management, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$78.6K (-$4.2K)
Filed 2026-10-30
KFG LLC
NEW
Shares377
Change+377
Value$74.1K
Filed 2026-11-02
Bullock Wealth Management Group
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$70.1K (-$4.6K)
Filed 2026-10-09
Southern Michigan Bank & Trust
DECREASED
Shares350 from 356
Change-6 (-2%)
Value$68.8K (-$4.9K)
Filed 2026-10-19
Axxion S.A.
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$67.5K (-$2.7K)
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares323 from 290
Change+33 (+11%)
Value$63.5K (+$3.5K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares318
Change+318
Value$62.5K
Filed 2026-10-21
FNY Investment Advisers, LLC
NEW
Shares300
Change+300
Value$58
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$54.8K (-$2.9K)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares268 from 168
Change+100 (+60%)
Value$52.7K (+$17.9K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares252 from 184
Change+68 (+37%)
Value$49.5K (+$11.5K)
Filed 2026-10-19
Midwest Capital Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$49.1K (-$2.6K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares247
Change+247
Value$48.6K
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$46.4K (-$2.5K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$46.0K (-$2.7K)
Filed 2026-10-29
Paladin Partners, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$41.1K (-$2.2K)
Filed 2026-10-06
Concord Wealth Partners
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$40.7K (-$2.1K)
Filed 2026-11-02
Toth Financial Advisory Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$39.3K (-$2.1K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
DECREASED
Shares187 from 1,079
Change-892 (-83%)
Value$36.8K (-$186.6K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares176 from 91
Change+85 (+93%)
Value$34.6K (+$15.8K)
Filed 2026-10-28
Maseco LLP
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$32.8K (-$1.7K)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$31.5K (-$1.7K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares157 from 72
Change+85 (+118%)
Value$30.9K (+$16.0K)
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$30.3K (-$1.6K)
Filed 2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$27.7K (-$1.5K)
Filed 2026-10-16
Birch Financial Group, LLC
NEW
Shares134
Change+134
Value$26.4K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$25.6K (-$1.4K)
Filed 2026-10-13
Gamma Investing LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$24.8K (-$1.3K)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares125
Change+125
Value$24.6K
Filed 2026-11-02
Zions Bancorporation, National Association
DECREASED
Shares122 from 124
Change-2 (-2%)
Value$24.0K (-$1.7K)
Filed 2026-11-06
Sunrise Financial Services, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$23.2K (-$1.2K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares117 from 507
Change-390 (-77%)
Value$23.0K (-$81.9K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares105
Change+105
Value$20.6K
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares104 from 113
Change-9 (-8%)
Value$20.4K (-$2.9K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$19.9K (-$1.0K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19.7K (-$1.0K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19.7K (-$1.0K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$18.7K (-$986)
Filed 2026-10-07
Fulcrum Asset Management LLP
NEW
Shares94
Change+94
Value$18.7K
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares93 from 98
Change-5 (-5%)
Value$18.3K (-$2.0K)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$16.9K (-$892)
Filed 2026-10-14
Western Pacific Wealth Management, LP
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$16.3K (-$862)
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares82 from 81
Change+1 (+1%)
Value$16.0K (-$813)
Filed 2026-10-29
RMG Wealth Management LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$16.6K (-$919)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$15.7K (-$831)
Filed 2026-10-21
Nfsg Corp
NEW
Shares79
Change+79
Value$15.5K
Filed 2026-10-15
Addison Advisors LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$15.1K (-$799)
Filed 2026-11-06
Wolff Wiese Magana LLC
DECREASED
Shares75 from 275
Change-200 (-73%)
Value$14.7K (-$42.2K)
Filed 2026-10-15
Financial Consulate, Inc
INCREASED
Shares74 from 52
Change+22 (+42%)
Value$14.5K (+$3.8K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares71 from 59
Change+12 (+20%)
Value$14.0K (+$1.7K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$14.0K (-$737)
Filed 2026-10-16
Country Trust Bank
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$14.0K (-$737)
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$13.6K (-$716)
Filed 2026-10-27
Fairman Group, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$12.8K (-$675)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$12.0K (-$633)
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$11.8K (-$623)
Filed 2026-10-15
Elyxium Wealth, LLC
NEW
Shares59
Change+59
Value$11.6K
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$11.2K (-$592)
Filed 2026-10-29
GGM Financial LLC
NEW
Shares53
Change+53
Value$10.4K
Filed 2026-11-05
Hager Investment Management Services, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$10.4K (-$550)
Filed 2026-11-04
Montag A & Associates Inc
NEW
Shares52
Change+52
Value$10.2K
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$8.8K (-$467)
Filed 2026-10-20
Clean Yield Group
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.7K (-$405)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares38 from 539
Change-501 (-93%)
Value$7.5K (-$104.1K)
Filed 2026-10-23
Evolution Wealth Management Inc.
NEW
Shares30
Change+30
Value$5.9K
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED
Shares29 from 2,096
Change-2,067 (-99%)
Value$5.7K (-$428.1K)
Filed 2026-10-29
Valued Wealth Advisors LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$5.3K (-$281)
Filed 2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.9K (-$260)
Filed 2026-10-15
Decker Retirement Planning Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.1K (-$218)
Filed 2026-10-19
Bangor Savings Bank
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.9K (-$207)
Filed 2026-10-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.9K (-$207)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares19
Change+19
Value$3.7K
Filed 2026-10-28
Cape Investment Advisory, Inc.
DECREASED
Shares19 from 23
Change-4 (-17%)
Value$3.7K (-$1.0K)
Filed 2026-10-13
Breakwater Investment Management
NEW
Shares14
Change+14
Value$2.8K
Filed 2026-10-20
City Holding Co
NEW
Shares14
Change+14
Value$2.8K
Filed 2026-10-19
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.8K (-$145)
Filed 2026-10-29
Carolina Wealth Advisors, LLC
NEW
Shares12
Change+12
Value$2.4K
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares10
Change+10
Value$2.0K
Filed 2026-11-03
First Bancorp, Inc
NEW
Shares10
Change+10
Value$2.0K
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares9
Change+9
Value$1.8K
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
INCREASED
Shares8 from 4
Change+4 (+100%)
Value$1.6K (+$746)
Filed 2026-10-14
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.4K (-$72)
Filed 2026-10-22
Trust Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.4K (-$73)
Filed 2026-10-09
DeDora Capital, Inc.
NEW
Shares6
Change+6
Value$1.2K
Filed 2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$786 (-$42)
Filed 2026-10-28
Noble Wealth Management PBC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$590 (-$31)
Filed 2026-10-01
Jcic Asset Management Inc.
CLOSED
Shares0 from 83,888
Change-83,888 (-100%)
Value$0 (-$13.5M)
Filed 2026-10-30
CenterBook Partners LP
CLOSED
Shares0 from 37,296
Change-37,296 (-100%)
Value$0 (-$7.7M)
Filed 2026-11-02
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 17,291
Change-17,291 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-22
Kingsman Wealth Management, Inc.
CLOSED
Shares0 from 5,345
Change-5,345 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 4,741
Change-4,741 (-100%)
Value$0 (-$981.2K)
Filed 2026-10-13
Brookstone Capital Management
CLOSED
Shares0 from 3,878
Change-3,878 (-100%)
Value$0 (-$802.6K)
Filed 2026-10-22
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 3,305
Change-3,305 (-100%)
Value$0 (-$684.0K)
Filed 2026-10-09
Convergence Financial, LLC
CLOSED
Shares0 from 1,742
Change-1,742 (-100%)
Value$0 (-$360.5K)
Filed 2026-10-27
Redmond Asset Management, LLC
CLOSED
Shares0 from 1,679
Change-1,679 (-100%)
Value$0 (-$347.5K)
Filed 2026-10-27
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$315.8K)
Filed 2026-11-03
Seed Wealth Management, Inc.
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$258.7K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 1,126
Change-1,126 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-30
Chickasaw Capital Management LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$228)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 1,046
Change-1,046 (-100%)
Value$0 (-$216.5K)
Filed 2026-11-03
Mainsail Asset Management, LLC
CLOSED
Shares0 from 1,031
Change-1,031 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-14
Chapin Davis, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-09
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-21
Mount Vernon Associates Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-26
Sepio Capital, LP
CLOSED
Shares0 from 984
Change-984 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-22
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 974
Change-974 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 703
Change-703 (-100%)
Value$0 (-$145.5K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$124.2K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$75)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 341
Change-341 (-100%)
Value$0 (-$70.6K)
Filed 2026-11-06
Bayforest Capital Ltd
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$68.5K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$57.9K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-14
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-23
Royal Bank of Canada
N/A
Shares— from 70,220,631
Change-70,220,631 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 60,568,915
Change-60,568,915 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 42,678,029
Change-42,678,029 (-100%)
Value—
FIL Ltd
N/A
Shares— from 23,490,517
Change-23,490,517 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 22,965,684
Change-22,965,684 (-100%)
Value—
Norges Bank
N/A
Shares— from 19,905,354
Change-19,905,354 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 18,303,156
Change-18,303,156 (-100%)
Value—
FMR LLC
N/A
Shares— from 17,803,517
Change-17,803,517 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 17,036,711
Change-17,036,711 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 16,356,045
Change-16,356,045 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 13,071,369
Change-13,071,369 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 12,398,792
Change-12,398,792 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 12,311,637
Change-12,311,637 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,113,364
Change-11,113,364 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 11,001,378
Change-11,001,378 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 10,928,916
Change-10,928,916 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,742,367
Change-10,742,367 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,511,247
Change-8,511,247 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 7,950,572
Change-7,950,572 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 7,900,458
Change-7,900,458 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,855,539
Change-6,855,539 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,266,010
Change-5,266,010 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,985,000
Change-3,985,000 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,938,658
Change-3,938,658 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 3,575,634
Change-3,575,634 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 3,315,100
Change-3,315,100 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,154,398
Change-3,154,398 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 3,073,436
Change-3,073,436 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 3,021,927
Change-3,021,927 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 2,844,107
Change-2,844,107 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,553,618
Change-2,553,618 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 2,080,487
Change-2,080,487 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,000,754
Change-2,000,754 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,994,581
Change-1,994,581 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 1,977,134
Change-1,977,134 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,958,488
Change-1,958,488 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,740,913
Change-1,740,913 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,600,890
Change-1,600,890 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 1,596,304
Change-1,596,304 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 1,565,659
Change-1,565,659 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,467,611
Change-1,467,611 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,279,914
Change-1,279,914 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,266,537
Change-1,266,537 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,262,862
Change-1,262,862 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,218,010
Change-1,218,010 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,213,945
Change-1,213,945 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,174,215
Change-1,174,215 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,042,402
Change-1,042,402 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,015,807
Change-1,015,807 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,007,025
Change-1,007,025 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 1,005,143
Change-1,005,143 (-100%)
Value—
Scheer, Rowlett & Associates Investment Management Ltd.
N/A
Shares— from 997,064
Change-997,064 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 861,023
Change-861,023 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 847,778
Change-847,778 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 819,618
Change-819,618 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 796,805
Change-796,805 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 742,204
Change-742,204 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 711,236
Change-711,236 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 700,239
Change-700,239 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 689,445
Change-689,445 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 684,623
Change-684,623 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 568,025
Change-568,025 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 561,737
Change-561,737 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 546,598
Change-546,598 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 535,193
Change-535,193 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 488,695
Change-488,695 (-100%)
Value—
Capital World Investors
N/A
Shares— from 481,466
Change-481,466 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 469,423
Change-469,423 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 464,627
Change-464,627 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 440,281
Change-440,281 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 432,858
Change-432,858 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 410,231
Change-410,231 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 389,704
Change-389,704 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 386,426
Change-386,426 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 364,198
Change-364,198 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 353,303
Change-353,303 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 352,382
Change-352,382 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 350,359
Change-350,359 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 343,264
Change-343,264 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 339,491
Change-339,491 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 336,322
Change-336,322 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 317,857
Change-317,857 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 302,664
Change-302,664 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 290,572
Change-290,572 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 271,125
Change-271,125 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 261,504
Change-261,504 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 251,999
Change-251,999 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 245,329
Change-245,329 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 241,259
Change-241,259 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 237,994
Change-237,994 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 227,429
Change-227,429 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 227,136
Change-227,136 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 226,811
Change-226,811 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 224,774
Change-224,774 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 222,615
Change-222,615 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 193,278
Change-193,278 (-100%)
Value—
Man Group plc
N/A
Shares— from 186,560
Change-186,560 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 184,927
Change-184,927 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 173,716
Change-173,716 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 170,799
Change-170,799 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 158,300
Change-158,300 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 154,799
Change-154,799 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 152,441
Change-152,441 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 149,993
Change-149,993 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 149,377
Change-149,377 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 143,827
Change-143,827 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 140,891
Change-140,891 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 139,585
Change-139,585 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 135,667
Change-135,667 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 129,900
Change-129,900 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 124,178
Change-124,178 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 118,421
Change-118,421 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 113,597
Change-113,597 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 112,905
Change-112,905 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 109,445
Change-109,445 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 108,887
Change-108,887 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 103,028
Change-103,028 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100,305
Change-100,305 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 97,958
Change-97,958 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 97,623
Change-97,623 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 89,498
Change-89,498 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 86,128
Change-86,128 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 82,072
Change-82,072 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 81,100
Change-81,100 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 76,182
Change-76,182 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 75,613
Change-75,613 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 74,069
Change-74,069 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 73,618
Change-73,618 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 66,119
Change-66,119 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 58,582
Change-58,582 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 58,402
Change-58,402 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 56,597
Change-56,597 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 55,215
Change-55,215 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 51,319
Change-51,319 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 51,182
Change-51,182 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 49,081
Change-49,081 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 47,107
Change-47,107 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 46,772
Change-46,772 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 44,578
Change-44,578 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 42,869
Change-42,869 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 42,847
Change-42,847 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 42,172
Change-42,172 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 41,580
Change-41,580 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 40,824
Change-40,824 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,449
Change-39,449 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,547
Change-38,547 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 37,911
Change-37,911 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 36,568
Change-36,568 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 35,957
Change-35,957 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 35,394
Change-35,394 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 35,130
Change-35,130 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 34,999
Change-34,999 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 34,487
Change-34,487 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 34,394
Change-34,394 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 33,678
Change-33,678 (-100%)
Value—
&partners
N/A
Shares— from 33,510
Change-33,510 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 33,406
Change-33,406 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 32,281
Change-32,281 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 31,842
Change-31,842 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 30,797
Change-30,797 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 29,932
Change-29,932 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 28,086
Change-28,086 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 27,622
Change-27,622 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 26,479
Change-26,479 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 26,130
Change-26,130 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 25,599
Change-25,599 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 25,465
Change-25,465 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 24,997
Change-24,997 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 23,181
Change-23,181 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 22,562
Change-22,562 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,886
Change-21,886 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 21,798
Change-21,798 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20,930
Change-20,930 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 20,921
Change-20,921 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,866
Change-20,866 (-100%)
Value—
Prudential PLC
N/A
Shares— from 20,071
Change-20,071 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 19,915
Change-19,915 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19,734
Change-19,734 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 19,150
Change-19,150 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 18,949
Change-18,949 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 18,712
Change-18,712 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,708
Change-17,708 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,360
Change-17,360 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 17,336
Change-17,336 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 16,702
Change-16,702 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 16,620
Change-16,620 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 16,430
Change-16,430 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,109
Change-16,109 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 14,912
Change-14,912 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 14,674
Change-14,674 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 14,266
Change-14,266 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,413
Change-13,413 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,332
Change-13,332 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,121
Change-13,121 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 12,665
Change-12,665 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 12,544
Change-12,544 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 11,823
Change-11,823 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 11,431
Change-11,431 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 11,358
Change-11,358 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,344
Change-11,344 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,985
Change-10,985 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,105
Change-10,105 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,981
Change-9,981 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,738
Change-9,738 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,539
Change-9,539 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,079
Change-8,079 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,333
Change-7,333 (-100%)
Value—
Ossiam
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 6,561
Change-6,561 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,264
Change-6,264 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,899
Change-4,899 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Calydon Capital
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 4,226
Change-4,226 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,097
Change-2,097 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 993
Change-993 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 989
Change-989 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 807
Change-807 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 730
Change-730 (-100%)
Value—
Corient IA LP
N/A
Shares— from 700
Change-700 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 664
Change-664 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 600
Change-600 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 600
Change-600 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 497
Change-497 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 425
Change-425 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 376
Change-376 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 344
Change-344 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 302
Change-302 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 226
Change-226 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 218
Change-218 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 184
Change-184 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
BNP Paribas
N/A
Shares— from 148
Change-148 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 92
Change-92 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 47
Change-47 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 14
Change-14 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 10
Change-10 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Quarry LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED17,679,99616,045,736+1,634,260+10%$3.4B$3.6B+$147.8M2026-11-06
MacKenzie Financial Corp
DECREASED17,600,32118,640,712-1,040,391-6%$5.5B$3.5B-$2.0B2026-11-02
TD Waterhouse Canada Inc.
DECREASED11,396,43211,636,208-239,776-2%$2.4B$2.2B-$210.3M2026-10-16
CIBC Asset Management Inc
DECREASED9,707,21810,212,043-504,825-5%$2.1B$1.9B-$198.3M2026-11-05
Fisher Asset Management, LLC
INCREASED7,367,8377,062,353+305,484+4%$1.5B$1.4B-$13.3M2026-11-06
Fiera Capital Corp
DECREASED3,075,9313,872,821-796,890-21%$800.5M$604.7M-$195.8M2026-11-06
Deutsche Bank Ag\
INCREASED2,877,3672,609,254+268,113+10%$540.0M$565.7M+$25.6M2026-11-06
Amundi
INCREASED2,601,7962,586,842+14,954+1%$535.5M$511.5M-$24.0M2026-11-06
Dimensional Fund Advisors LP
DECREASED2,485,9002,611,521-125,621-5%$540.5M$488.7M-$51.7M2026-11-04
AGF Management LTD
DECREASED2,116,5542,228,739-112,185-5%$522.8M$473.2M-$49.6M2026-11-03
Beutel, Goodman & Co Ltd.
DECREASED1,968,2372,180,246-212,009-10%$451.3M$388.1K-$450.9M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED1,897,632945,161+952,471+101%$148.5K$379.1K+$230.6K2026-10-27
Bank of New York Mellon Corp
INCREASED1,548,1071,358,029+190,078+14%$281.1M$304.3M+$23.3M2026-11-05
Letko, Brosseau & Associates Inc
DECREASED1,090,1161,356,164-266,048-20%$280.7M$214.9M-$65.8M2026-11-06
Russell Investments Group, Ltd.
DECREASED974,1201,163,553-189,433-16%$239.9M$192.6M-$47.3M2026-11-06
Cardinal Capital Management, Inc.
DECREASED886,886892,539-5,653-1%$184.5M$174.9M-$9.5M2026-10-16
Barclays PLC
INCREASED797,850369,986+427,864+116%$76.6M$156.8M+$80.3M2026-11-06
Regions Financial Corp
DECREASED792,040792,301-2610%$164.0M$155.7M-$8.3M2026-11-05
Pictet Asset Management Holding SA
INCREASED738,824627,569+111,255+18%$129.9M$145.7M+$15.8M2026-11-03
Canoe Financial LP
INCREASED699,679698,838+841+0%$144.6M$136.7M-$7.9M2026-10-21
Addenda Capital Inc.
DECREASED698,990750,840-51,850-7%$220.5M$195.7M-$24.8M2026-10-13
BCV Asset Management Inc.
DECREASED652,304780,250-127,946-16%$160.0M$129.2M-$30.8M2026-11-06
Cidel Asset Management Inc
DECREASED516,573521,130-4,557-1%$107.9M$101.9M-$6.0M2026-10-29
Citigroup Inc
INCREASED513,212389,758+123,454+32%$80.7M$101.2M+$20.5M2026-11-04
UniSuper Management Pty Ltd
INCREASED507,820441,779+66,041+15%$129.7M$142.2M+$12.4M2026-10-26
J. Safra Sarasin Holding AG
INCREASED417,351414,297+3,054+1%$68.9M$69.1M+$136.5K2026-10-26
Mn Services Vermogensbeheer B.V.
INCREASED413,777407,277+6,500+2%$84.3M$81.6K-$84.2M2026-10-08
Guardian Partners Inc.
DECREASED398,983418,144-19,161-5%$86.6M$79.4M-$7.2M2026-10-21
SEB Asset Management AB
INCREASED394,366309,919+84,447+27%$64.2M$77.8M+$13.6M2026-11-04
Creative Planning
INCREASED328,768316,346+12,422+4%$65.5M$64.6M-$841.6K2026-11-02
Morguard Lincluden Global Investments Ltd
DECREASED311,515319,503-7,988-2%$93.8K$87.2K-$6.6K2026-10-28
Nykredit A/S
INCREASED304,557276,247+28,310+10%$57.2M$60.1M+$2.9M2026-11-06
QV Investors Inc.
DECREASED283,499326,549-43,050-13%$67.6M$55.9K-$67.5M2026-10-20
Triasima Portfolio Management inc.
INCREASED265,763255,069+10,694+4%$52.8M$52.4M-$397.1K2026-10-15
Montrusco Bolton Investments Inc.
DECREASED219,335252,983-33,648-13%$52.4M$43.2M-$9.1M2026-10-13
Candriam S.C.A.
DECREASED201,890237,373-35,483-15%$49.1M$40.0M-$9.1M2026-11-03
Value Partners Investments Inc.
DECREASED201,068228,376-27,308-12%$47.2M$39.7M-$7.5M2026-10-19
Intact Investment Management Inc.
DECREASED188,908550,736-361,828-66%$114.0M$37.2M-$76.9M2026-11-03
Cardinal Point Capital Management ULC
DECREASED188,662192,782-4,120-2%$39.8M$37.2M-$2.6M2026-10-21
Swiss Life Asset Management Ltd
DECREASED181,084196,014-14,930-8%$40.5M$35.7M-$4.8M2026-11-03
Americana Partners, LLC
INCREASED180,369179,636+733+0%$37.2M$35.5M-$1.7M2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED164,964162,096+2,868+2%$33.6M$32.8M-$729.4K2026-10-19
Maryland State Retirement & Pension System
DECREASED159,902160,116-2140%$33.1M$31.7M-$1.4M2026-11-05
Godsey & Gibb, Inc
DECREASED159,559170,820-11,261-7%$35.4M$31.4M-$4.0M2026-10-14
LPL Financial LLC
DECREASED159,539159,886-3470%$33.1M$31.4M-$1.7M2026-11-06
Rempart Asset Management Inc.
UNCHANGED153,505153,50500%$31.7M$31.7M$02026-10-20
Kepler Cheuvreux (Suisse) SA
INCREASED142,398122,383+20,015+16%$35.9M$39.8M+$3.9M2026-10-20
Lorne Steinberg Wealth Management Inc.
INCREASED133,170132,522+648+0%$27.4M$26.2M-$1.2M2026-10-23
Triglav Investments, D.O.O.
INCREASED112,880109,880+3,000+3%$32.3M$22.3M-$10.0M2026-11-06
Avanza Fonder AB
INCREASED109,03497,300+11,734+12%$28.6M$30.5M+$1.9M2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED106,193106,19300%$22.0M$20.9K-$21.9M2026-10-20
American Assets Investment Management, LLC
UNCHANGED103,500103,50000%$21.4M$20.3M-$1.1M2026-10-30
Genus Capital Management Inc.
DECREASED100,785155,728-54,943-35%$32.2M$19.9M-$12.4M2026-11-04
Achmea Investment Management B.V.
NEW100,459—+100,459——$19.8M—2026-10-30
Thrivent Financial for Lutherans
DECREASED98,787102,588-3,801-4%$21.2M$19.5K-$21.2M2026-11-05
Vontobel Holding Ltd.
INCREASED98,59295,330+3,262+3%$19.7M$19.4M-$325.7K2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
INCREASED90,51186,396+4,115+5%$17.9M$17.9M+$13.2K2026-10-29
Commonwealth Equity Services, LLC
DECREASED85,18885,324-1360%$17.7M$16.7M-$912.2K2026-11-02
Truist Financial Corp
DECREASED84,93586,666-1,731-2%$17.9M$16.7M-$1.2M2026-10-30
Diversified Trust Co
INCREASED79,07567,174+11,901+18%$13.9M$15.5M+$1.6M2026-11-06
Palisade Asset Management, LLC
DECREASED78,78982,638-3,849-5%$17.1M$15.5M-$1.6M2026-11-03
Canerector Inc
UNCHANGED75,00075,00000%$15.5M$14.8M-$702.3K2026-10-13
Heathbridge Capital Management Ltd.
UNCHANGED74,50074,50000%$15.4M$14.7M-$745.1K2026-10-29
US Bancorp \de\
INCREASED71,96070,461+1,499+2%$14.6M$14.1M-$436.7K2026-11-05
Indivisible Partners
INCREASED69,92168,809+1,112+2%$14.2M$13.7M-$495.7K2026-10-26
Altrius Capital Management Inc
INCREASED67,39166,441+950+1%$13.8M$13.2M-$502.9K2026-11-05
Generali Asset Management SPA SGR
INCREASED63,29659,265+4,031+7%$17.4M$17.7M+$314.1K2026-10-26
Franklin Street Advisors Inc
INCREASED61,09715,897+45,200+284%$3.3M$12.0M+$8.7M2026-10-13
PNC Financial Services Group, Inc.
DECREASED61,01161,168-1570%$12.7M$12.0M-$665.8K2026-11-06
Baskin Financial Services Inc.
DECREASED57,69858,458-760-1%$12.1K$11.3K-$7462026-10-19
Live Oak Private Wealth LLC
UNCHANGED54,78354,78300%$11.3M$10.8M-$568.6K2026-11-02
Summerhill Capital Management lnc.
DECREASED54,66655,590-924-2%$11.5M$10.8M-$639.0K2026-11-02
Bensler, LLC
NEW54,270—+54,270——$10.7M—2026-11-05
Merit Financial Group, LLC
DECREASED53,76854,093-325-1%$11.2M$10.6M-$625.3K2026-11-06
Natixis
DECREASED49,03367,875-18,842-28%$14.0M$9.6M-$4.4M2026-11-06
Waratah Capital Advisors Ltd.
DECREASED48,96279,399-30,437-38%$16.4M$9.6M-$6.8M2026-11-06
Plato Investment Management Ltd
UNCHANGED47,57347,57300%$9.8M$9.5M-$285.9K2026-11-05
Gold Investment Management Ltd.
INCREASED47,42747,242+185+0%$9.8M$9.3M-$449.2K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED46,50622,619+23,887+106%$4.8M$8.9M+$4.1M2026-10-13
Imc-Chicago, LLC
INCREASED45,45121,785+23,666+109%$4.5M$8.9M+$4.4M2026-11-05
Assenagon Asset Management S.A.
DECREASED45,4201,589,605-1,544,185-97%$329.0M$9.0M-$320.0M2026-10-15
Quadrant Capital Group LLC
DECREASED41,57141,603-320%$8.6M$8.1M-$517.9K2026-10-20
Cardinal Capital Management
INCREASED40,40839,630+778+2%$8.2M$7.9M-$258.4K2026-10-21
Ritholtz Wealth Management
INCREASED39,33638,756+580+2%$8.0M$7.7M-$288.3K2026-11-05
ASR Vermogensbeheer N.V.
INCREASED38,73638,096+640+2%$7.9M$7.6M-$248.0K2026-10-16
Burkett Asset Management Ltd
DECREASED38,24041,598-3,358-8%$8.6M$7.5M-$1.1M2026-10-13
Viewpoint Investment Partners Corp
DECREASED35,16642,548-7,382-17%$8.8M$6.9M-$1.9M2026-10-26
Hennessy Advisors Inc
UNCHANGED35,00035,00000%$7.2M$6.9M-$363.3K2026-10-28
Vise Technologies, Inc.
INCREASED34,73332,102+2,631+8%$6.6M$6.8M+$184.0K2026-10-29
Pacifica Partners Inc.
DECREASED34,22935,796-1,567-4%$7.3M$6.6M-$677.4K2026-10-09
Signaturefd, LLC
INCREASED33,81333,428+385+1%$6.9M$6.6M-$271.3K2026-10-23
Arga Investment Management, LP
DECREASED31,82631,843-170%$6.6M$6.3M-$335.1K2026-10-30
Ethic Inc.
INCREASED31,08024,969+6,111+24%$5.2M$6.1M+$942.3K2026-11-03
Gradient Investments LLC
DECREASED29,90232,151-2,249-7%$6.7M$5.9M-$775.8K2026-10-08
Turn8 Private Wealth Inc.
DECREASED29,63429,879-245-1%$6.2M$5.8M-$343.9K2026-11-05
Pembroke Management, LTD
INCREASED29,56912,838+16,731+130%$2.7M$5.8M+$3.2M2026-10-21
Aspiriant, LLC
INCREASED29,33329,286+47+0%$6.1M$5.8M-$294.8K2026-10-16
Crossmark Global Holdings, Inc.
DECREASED29,31533,962-4,647-14%$7.0M$5.8M-$1.3M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED28,67029,139-469-2%$6.0M$5.6K-$6.0M2026-11-02
J.W. Cole Advisors, Inc.
INCREASED28,01527,854+161+1%$5.8M$5.5M-$257.6K2026-11-05
Pinnacle Associates LTD
DECREASED27,38557,530-30,145-52%$11.9M$5.4M-$6.5M2026-10-20
Trust Co of the South
INCREASED27,13726,847+290+1%$5.6M$5.3M-$221.7K2026-10-21
Shikiar Asset Management Inc
UNCHANGED26,29026,29000%$5.4M$5.2K-$5.4M2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED25,05125,048+3+0%$5.2M$4.9M-$259.4K2026-10-14
Cigna Investments Inc
DECREASED24,96525,240-275-1%$5.2M$4.9K-$5.2M2026-10-19
Kestra Advisory Services, LLC
INCREASED24,49323,858+635+3%$4.9M$4.8M-$122.9K2026-11-02
Louisbourg Investments Inc.
DECREASED24,22425,705-1,481-6%$5.3M$4.8M-$532.9K2026-10-20
Davis Investment Partners, LLC
INCREASED24,21223,475+737+3%$4.9M$4.8M-$98.8K2026-11-05
Compound Planning, Inc.
INCREASED22,83122,798+33+0%$4.7M$4.5M-$230.3K2026-11-05
Advisortrust Partners, LLC
UNCHANGED22,27022,27000%$4.6M$4.4M-$231.2K2026-11-02
CFM Wealth Partners LLC
UNCHANGED21,40121,40100%$4.4M$4.2M-$222.1K2026-11-05
Quilter Plc
DECREASED21,32123,466-2,145-9%$6.9M$6.0M-$922.9K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED20,53920,987-448-2%$4.3M$4.0M-$305.4K2026-10-30
Whitener Capital Management, Inc.
DECREASED20,40920,899-490-2%$4.3M$4.0M-$313.3K2026-10-15
Old Port Advisors
DECREASED18,91719,191-274-1%$4.0M$3.7M-$253.1K2026-10-23
Alkeme Wealth, LLC
DECREASED18,21320,078-1,865-9%$4.2M$3.6M-$575.1K2026-10-08
Midwest Professional Planners, Ltd.
INCREASED17,99517,384+611+4%$3.6M$3.5M-$60.2K2026-10-29
Gibbs Wealth Management
INCREASED17,12716,018+1,109+7%$3.3M$3.4M+$51.7K2026-10-22
Clearstead Advisors, LLC
INCREASED17,06216,986+76+0%$3.5M$3.4M-$161.4K2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED16,50116,400+101+1%$3.4M$3.2M-$147.3K2026-11-04
Verum Partners LLC
INCREASED16,33016,329+1+0%$3.4M$3.2M-$169.3K2026-10-21
Farther Finance Advisors, LLC
INCREASED16,20615,278+928+6%$3.2M$3.2M+$24.8K2026-10-08
Applied Capital LLC
DECREASED16,19716,214-170%$3.4M$3.2M-$171.6K2026-10-07
AMG National Trust Bank
UNCHANGED16,10116,10100%$3.3M$3.2M-$167.1K2026-11-05
Columbus Macro, LLC
DECREASED15,30415,750-446-3%$3.3M$3.0M-$251.3K2026-10-14
Pathway Financial Advisers, LLC
DECREASED14,89416,085-1,191-7%$3.3M$2.9M-$401.0K2026-10-27
Park Avenue Securities LLC
DECREASED14,89317,649-2,756-16%$3.7M$2.9K-$3.7M2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED14,78214,674+108+1%$3.0M$2.9M-$131.1K2026-10-20
Savant Capital, LLC
DECREASED14,46719,807-5,340-27%$3.6M$2.8M-$797.6K2026-11-06
Great Lakes Retirement, Inc.
DECREASED14,11814,242-124-1%$2.9M$2.8M-$172.1K2026-10-26
First Citizens Bank & Trust Co
DECREASED13,22513,248-230%$2.7M$2.6M-$142.0K2026-10-14
Ativo Capital Management LLC
DECREASED13,04013,041-10%$2.7M$2.6M-$135.7K2026-10-27
Boston Trust Walden Corp
INCREASED12,78712,777+10+0%$2.6M$2.5M-$130.7K2026-10-30
Frank, Rimerman Advisors LLC
UNCHANGED12,11812,11800%$2.5M$2.4M-$125.8K2026-10-16
Evergreen Capital Management LLC
DECREASED12,06612,342-276-2%$2.6M$2.4M-$182.4K2026-10-23
Aprio Wealth Management, LLC
DECREASED11,83911,844-50%$2.5M$2.3M-$123.9K2026-10-28
Mayfair Advisory Group, LLC
UNCHANGED11,80211,80200%$2.5M$2.3M-$147.5K2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED11,57811,57800%$2.4M$2.4M$02026-10-15
Aull & Monroe Investment Management Corp
DECREASED11,49811,779-281-2%$2.4M$2.3M-$177.5K2026-10-16
Davenport & Co LLC
DECREASED11,02511,252-227-2%$2.3M$2.2M-$161.4K2026-10-14
Lanark Financial, Inc.
INCREASED10,5799,429+1,150+12%$2.0M$2.1M+$128.2K2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED10,1959,535+660+7%$2.0M$2.0K-$2.0M2026-10-19
Summit Securities Group LLC
NEW10,000—+10,000——$2.0M—2026-11-05
Edmp, Inc.
DECREASED9,6069,870-264-3%$2.0M$1.9M-$154.4K2026-10-22
Independent Solutions Wealth Management, LLC
UNCHANGED9,3369,33600%$1.9M$1.8M-$96.9K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED9,21210,688-1,476-14%$2.2M$1.8M-$401.2K2026-10-20
Level Four Advisory Services, LLC
INCREASED9,0538,976+77+1%$1.9M$1.8M-$77.9K2026-11-06
Creative Financial Designs Inc
DECREASED9,04710,436-1,389-13%$2.2M$1.8M-$381.3K2026-11-04
Community Bank, N.A.
DECREASED8,8139,249-436-5%$1.9M$1.7M-$181.7K2026-11-06
111 Capital
NEW8,724—+8,724——$1.7M—2026-11-03
Sterling Capital Management LLC
DECREASED8,67213,298-4,626-35%$2.8M$1.7M-$1.0M2026-10-22
Kathmere Capital Management, LLC
INCREASED8,6187,981+637+8%$1.7M$1.7M+$42.4K2026-10-20
Versant Capital Management, Inc
INCREASED8,4568,138+318+4%$1.7M$1.7M-$22.0K2026-10-02
Prospera Financial Services Inc
INCREASED8,3458,087+258+3%$1.7M$1.7M+$20.1K2026-11-04
Oppenheimer & Co Inc
UNCHANGED8,2548,25400%$1.7M$1.6M-$85.7K2026-10-26
BayBridge Capital Group, LLC
INCREASED7,9323,478+4,454+128%$719.8K$1.6M+$839.6K2026-10-13
Leisure Capital Management
DECREASED7,8808,281-401-5%$1.7M$1.5M-$164.8K2026-11-03
Sagespring Wealth Partners, LLC
INCREASED7,8276,829+998+15%$1.4M$1.5M+$125.2K2026-10-22
Obermeyer Wealth Partners
UNCHANGED7,6847,68400%$1.6M$1.5M-$79.8K2026-10-21
Themes Management Co LLC
INCREASED7,6704,834+2,836+59%$1.0M$1.5M+$507.4K2026-10-29
Capital Investment Counsel, Inc
INCREASED7,6206,981+639+9%$1.4M$1.5M+$53.2K2026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED7,6137,61300%$1.6M$1.5M-$79.0K2026-10-30
Parallel Advisors, LLC
INCREASED7,6087,496+112+1%$1.6M$1.5M-$55.8K2026-11-03
Wedbush Securities Inc
DECREASED7,5987,610-120%$1.6M$1.5K-$1.6M2026-10-22
Rudd Co d/b/a Styre Wealth
NEW7,539—+7,539——$1.5M—2026-10-29
Moors & Cabot, Inc.
UNCHANGED7,5307,53000%$1.6M$1.5M-$78.2K2026-11-06
Sage Mountain Advisors LLC
UNCHANGED7,5307,53000%$1.6M$1.5M-$78.2K2026-11-02
Assetmark, Inc
INCREASED7,4926,252+1,240+20%$1.3M$1.5M+$178.9K2026-10-21
Wagner Wealth Management, LLC
INCREASED7,4896,884+605+9%$1.4M$1.5M+$47.5K2026-10-21
Advisory Resource Group
DECREASED7,4547,903-449-6%$1.6M$1.5M-$170.2K2026-10-26
Diversify Advisory Services, LLC
INCREASED7,3984,120+3,278+80%$863.3K$1.5M+$591.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED7,3984,120+3,278+80%$863.3K$1.5M+$591.8K2026-10-20
EPG Wealth Management LLC
INCREASED7,3727,202+170+2%$1.5M$1.4M-$41.4K2026-11-03
New England Research & Management, Inc.
INCREASED7,2507,100+150+2%$1.5M$1.4M-$44.2K2026-10-16
GC Wealth Management RIA, LLC
INCREASED7,1713,312+3,859+117%$685.5K$1.4M+$724.4K2026-11-02
Modera Wealth Management, LLC
DECREASED7,0877,704-617-8%$1.6M$1.4M-$201.3K2026-10-28
Carolina Wealth Management Inc
INCREASED7,0176,792+225+3%$1.4M$1.4M-$26.3K2026-10-29
Five Oceans Advisors
UNCHANGED6,9686,96800%$1.4M$1.4M-$72.3K2026-10-22
Cerro Pacific Wealth Advisors LLC
DECREASED6,7916,948-157-2%$1.4M$1.3M-$103.0K2026-10-22
HB Wealth Management, LLC
DECREASED6,6936,830-137-2%$1.4M$1.3M-$97.8K2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED6,54034,660-28,120-81%$9.2M$1.9M-$7.3M2026-10-29
Welch Group, LLC
UNCHANGED6,4756,47500%$1.3M$1.3M-$67.2K2026-10-29
Belleair Asset Management, LLC
UNCHANGED6,4506,45000%$1.3M$1.3M-$67.0K2026-11-03
Affinity Capital Advisors, LLC
UNCHANGED6,4396,43900%$1.3M$1.2M-$103.9K2026-10-13
Westover Capital Advisors, LLC
INCREASED6,4106,184+226+4%$1.3M$1.3M-$19.8K2026-10-26
MQS Management LLC
INCREASED6,3621,695+4,667+275%$350.8K$1.3M+$899.9K2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED6,2526,216+36+1%$1.3M$1.2M-$57.4K2026-10-05
Patten & Patten Inc
UNCHANGED6,0806,08000%$1.3M$1.2M-$63.1K2026-10-26
Ti-Trust, Inc
UNCHANGED6,0006,00000%$1.2M$1.2M-$62.3K2026-10-21
Clear Trail Advisors, LLC
DECREASED5,9296,429-500-8%$1.3M$1.2M-$165.0K2026-10-20
Principal Financial Group Inc
INCREASED5,7385,600+138+2%$1.2M$1.1M-$27.8K2026-11-02
Ascent Group, LLC
DECREASED5,7265,805-79-1%$1.2M$1.1M-$75.8K2026-10-30
PDS Planning, Inc
DECREASED5,6145,618-40%$1.2M$1.1M-$59.1K2026-11-03
Forbes J M & Co LLP
UNCHANGED5,6005,60000%$1.2M$1.1M-$58.1K2026-10-16
Atria Investments, Inc
DECREASED5,5645,818-254-4%$1.2M$1.1M-$110.5K2026-10-15
Hilltop National Bank
DECREASED5,4996,196-697-11%$1.3M$1.1M-$201.3K2026-10-14
Citrine Capital LLC
UNCHANGED5,4125,41200%$1.1M$1.1M-$56.2K2026-10-14
Naples Global Advisors, LLC
DECREASED5,2425,282-40-1%$1.1M$1.0M-$62.7K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED5,1934,953+240+5%$1.0M$1.0M-$4.2K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED5,1764,209+967+23%$871.2K$1.0M+$146.3K2026-10-16
Salem Investment Counselors Inc
UNCHANGED5,1675,16700%$1.1M$1.0M-$53.6K2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED5,1205,213-93-2%$1.1M$1.0M-$72.4K2026-10-09
Strategic Blueprint, LLC
INCREASED5,0695,036+33+1%$1.0M$996.5K-$45.8K2026-10-22
Swiss RE LTD
INCREASED5,0603,076+1,984+65%$636.7K$997.7K+$361.0K2026-11-06
Natural Investments, LLC
INCREASED5,0384,935+103+2%$1.0M$990.4K-$30.6K2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED5,0065,00600%$1.0M$984.1K-$52.0K2026-11-06
Live Oak Investment Partners
DECREASED4,9584,965-70%$1.0M$974.7K-$52.9K2026-10-23
Tuttle Capital Management, LLC
INCREASED4,9234,540+383+8%$939.6K$967.8K+$28.2K2026-10-21
Cordatus Wealth Management LLC
INCREASED4,9124,826+86+2%$998.8K$965.6K-$33.2K2026-10-19
Magnolia Capital Management LTD
UNCHANGED4,8654,86500%$1.0K$956-$512026-10-09
Rockland Trust Co
UNCHANGED4,8004,80000%$993.5K$943.6K-$49.8K2026-10-05
Brighton Jones LLC
INCREASED4,7914,665+126+3%$965.6K$941.9K-$23.6K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED4,7794,769+10+0%$986.9K$939.4K-$47.5K2026-11-05
First National Trust Co
UNCHANGED4,7674,76700%$986.6K$937.1K-$49.5K2026-10-28
Mountain Pacific Investment Advisers LLC
UNCHANGED4,7494,74900%$982.9K$933.6K-$49.3K2026-10-29
Sara-Bay Financial
DECREASED4,5265,374-848-16%$1.1M$889.8K-$222.5K2026-10-21
McGrath & Associates, Inc.
NEW4,384—+4,384——$861.9K—2026-10-27
EverSource Wealth Advisors, LLC
DECREASED4,3724,481-109-2%$927.3K$859.3K-$67.9K2026-11-04
Burney Co/
UNCHANGED4,3394,33900%$898.1K$853.0K-$45.0K2026-10-15
Income Insurance Ltd
INCREASED4,3264,226+100+2%$874.8K$853.0K-$21.8K2026-10-21
Fifth Third Bancorp
INCREASED4,3193,692+627+17%$764.1K$849.1K+$84.9K2026-11-05
Paragon Private Wealth Management, LLC
INCREASED4,3163,954+362+9%$818.4K$848.5K+$30.1K2026-10-20
Citizens Financial Group Inc
INCREASED4,2724,191+81+2%$867.4K$839.9K-$27.5K2026-10-23
Rose Capital Advisors LLC
INCREASED4,1232,892+1,231+43%$598.5K$810.7K+$212.2K2026-11-04
Simplicity Wealth,LLC
INCREASED4,0153,497+518+15%$723.8K$789.3K+$65.5K2026-10-23
Old North State Wealth Management, LLC
DECREASED3,9514,051-100-2%$838.4K$776.8K-$61.7K2026-10-22
Wedmont Private Capital
INCREASED3,9493,878+71+2%$818.6K$752.5K-$66.1K2026-10-09
Asset Advisors Investment Management, LLC
NEW3,911—+3,911——$768.9K—2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED3,9003,90000%$807.3K$769.1K-$38.2K2026-10-15
Summit Asset Management, LLC
UNCHANGED3,8723,87200%$801.4K$761.2K-$40.2K2026-11-05
Financial Security Advisor, Inc.
UNCHANGED3,8423,84200%$795.2K$755.3K-$39.9K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED3,7443,075+669+22%$636.4K$736.0K+$99.7K2026-11-06
LexAurum Advisors, LLC
INCREASED3,6902,422+1,268+52%$501.2K$725.4K+$224.1K2026-10-19
Daiwa Securities Group Inc.
UNCHANGED3,6003,60000%$745.1K$707.7K-$37.4K2026-10-29
Summit Global Investments
DECREASED3,5574,409-852-19%$912.0K$699-$911.3K2026-10-28
First Affirmative Financial Network
NEW3,535—+3,535——$694.9K—2026-10-21
Portside Wealth Group, LLC
NEW3,515—+3,515——$691.0K—2026-10-20
BIP Wealth, LLC
UNCHANGED3,4783,47800%$719.8K$683.7K-$36.1K2026-10-22
Financial & Tax Architects, LLC
INCREASED3,4553,027+428+14%$626.5K$679.2K+$52.7K2026-10-15
Magnus Financial Group LLC
UNCHANGED3,4023,40200%$704.1K$668.8K-$35.3K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED3,3672,211+1,156+52%$457.6K$661.9K+$204.3K2026-10-23
SAX Wealth Advisors, LLC
INCREASED3,3493,321+28+1%$537.3K$658.4K+$121.1K2026-10-13
Armor Investment Advisors, LLC
UNCHANGED3,3463,34600%$692.5K$657.9K-$34.7K2026-10-27
D.A. Davidson & Co.
DECREASED3,2813,399-118-3%$703.5K$645.2K-$58.4K2026-10-28
Benchmark Financial Wealth Advisors, LLC
DECREASED3,2343,235-10%$669.5K$635.7K-$33.8K2026-10-20
AlphaCore Capital LLC
INCREASED3,2271,872+1,355+72%$387.4K$634.4K+$246.9K2026-11-04
Cromwell Holdings LLC
UNCHANGED3,2193,21900%$666.2K$632.8K-$33.4K2026-10-28
Roman Butler Fullerton & Co
DECREASED3,1923,216-24-1%$677.5K$626.7K-$50.8K2026-10-27
Quantum Financial Advisors, LLC
UNCHANGED3,1563,15600%$653.2K$620.4K-$32.8K2026-11-03
HUB Investment Partners, LLC
INCREASED3,1422,508+634+25%$519.1K$617.7K+$98.6K2026-11-03
Apollon Wealth Management, LLC
INCREASED3,0793,051+28+1%$631.5K$605.3K-$26.2K2026-10-23
Wealth Group, Ltd.
INCREASED3,0751,379+1,696+123%$285.0K$605-$284.4K2026-10-30
Quadrant Private Wealth Management, LLC
NEW3,054—+3,054——$600.4K—2026-11-04
Towne Trust Company, N.a
UNCHANGED3,0003,00000%$620.9K$589.8K-$31.1K2026-10-28
Riversedge Advisors, LLC
INCREASED2,9962,908+88+3%$601.9K$589.0K-$12.9K2026-10-09
Yousif Capital Management, LLC
INCREASED2,9812,907+74+3%$601.7K$586.0K-$15.6K2026-10-22
Certified Advisory Corp
DECREASED2,9623,289-327-10%$680.7K$582.4K-$98.4K2026-10-29
Urban Wealth Management, LLC
UNCHANGED2,9552,95500%$611.6K$580.9K-$30.7K2026-10-21
Allworth Financial LP
INCREASED2,9162,757+159+6%$570.7K$603.6K+$32.9K2026-11-06
Eddie Patel Inc
INCREASED2,9102,051+859+42%$424.4K$572.0K+$147.6K2026-11-02
King Luther Capital Management Corp
UNCHANGED2,8912,89100%$598.4K$568.3K-$30.0K2026-11-05
Aviance Capital Partners, LLC
DECREASED2,8482,853-50%$590.5K$559.9K-$30.6K2026-10-29
Carter Financial Group, Inc.
INCREASED2,8412,407+434+18%$498.2K$558.5K+$60.3K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,8331,862+971+52%$385.4K$556.9K+$171.6K2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED2,8252,82500%$584.7K$555.4K-$29.3K2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED2,8081,858+950+51%$384.4K$552.1K+$167.6K2026-10-08
Triangle Securities Wealth Management
UNCHANGED2,8002,80000%$579.5K$550.5K-$29.1K2026-10-14
Sheets Smith Wealth Management
DECREASED2,7972,904-107-4%$601.0K$549.9K-$51.2K2026-10-16
Greenspring Advisors, LLC
INCREASED2,7961,383+1,413+102%$286.2K$549.7K+$263.4K2026-11-05
Shoker Investment Counsel, Inc.
UNCHANGED2,7932,79300%$578.1K$549.1K-$29.0K2026-11-04
Excalibur Management Corp
UNCHANGED2,7902,79000%$577.4K$548.5K-$29.0K2026-11-02
M Holdings Securities, Inc.
NEW2,763—+2,763——$564—2026-11-03
55 North Private Wealth, LLC
INCREASED2,7502,370+380+16%$490.5K$540.6K+$50.1K2026-10-20
ARQ Wealth Advisors, LLC
INCREASED2,7222,706+16+1%$572.2K$535.1K-$37.1K2026-10-29
Crestwood Advisors Group, LLC
INCREASED2,6842,529+155+6%$523.4K$527.6K+$4.2K2026-10-27
OmniStar Financial Group, Inc.
INCREASED2,6522,646+6+0%$547.8K$521.4K-$26.4K2026-10-26
Perigon Wealth Management, LLC
DECREASED2,6482,702-54-2%$559.2K$520.5K-$38.7K2026-10-22
August Group Capital Ltd
DECREASED2,6352,667-32-1%$551.5K$518.4K-$33.1K2026-10-14
Abacus Wealth Partners, LLC
INCREASED2,6182,512+106+4%$519.9K$514.7K-$5.2K2026-11-03
Canopy Partners, LLC
DECREASED2,6162,885-269-9%$597.1K$514.3K-$82.8K2026-10-28
Capital Investment Advisors, LLC
UNCHANGED2,5542,55400%$528.6K$502.1K-$26.5K2026-10-22
Noesis Capital Mangement Corp
NEW2,535—+2,535——$498.4K—2026-10-26
J. L. Bainbridge & Co., Inc.
DECREASED2,5002,521-21-1%$521.8K$491.5K-$30.3K2026-10-20
Cypress Wealth Services, LLC
UNCHANGED2,4962,49600%$516.6K$490.1K-$26.5K2026-10-21
Patriot Investment Management Group, Inc.
DECREASED2,4862,501-15-1%$517.6K$488.7K-$28.9K2026-10-15
Tompkins Financial Corp
UNCHANGED2,4002,40000%$496.7K$471.8K-$24.9K2026-10-05
Fiduciary Financial Group, LLC
INCREASED2,3742,026+348+17%$419.3K$466.7K+$47.4K2026-10-13
Keybank National Association
DECREASED2,3584,401-2,043-46%$910.9K$463.6K-$447.3K2026-11-04
Argos Wealth Advisors, LLC
UNCHANGED2,3042,30400%$476.9K$452.9K-$23.9K2026-11-02
Chemung Canal Trust Co
DECREASED2,2993,275-976-30%$677.8K$452.0K-$225.9K2026-11-04
Family Capital Management, Inc.
INCREASED2,2922,168+124+6%$448.7K$450.5K+$1.8K2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED2,2702,271-10%$470.0K$446.4K-$23.6K2026-10-08
Kanawha Capital Management LLC
UNCHANGED2,2652,26500%$468.8K$445.3K-$23.5K2026-10-19
Florida Trust Wealth Management Co
UNCHANGED2,2532,25300%$466.3K$442.9K-$23.4K2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED2,2402,24000%$463.6K$440.4K-$23.3K2026-10-27
Apella Capital, LLC
INCREASED2,2332,155+78+4%$450.5K$427.0K-$23.6K2026-10-08
Mallini Complete Financial Planning LLC
UNCHANGED2,2202,22000%$459.5K$436.4K-$23.0K2026-10-06
Valeo Financial Advisors, LLC
INCREASED2,2111,929+282+15%$399.3K$434.7K+$35.4K2026-10-08
RFG Advisory, LLC
INCREASED2,2012,168+33+2%$448.7K$432.8K-$16.0K2026-11-03
Mather Group, Llc.
UNCHANGED2,1992,19900%$455.1K$432.3K-$22.8K2026-10-14
Beacon Bank & Trust
DECREASED2,1692,699-530-20%$558.6K$426.4K-$132.2K2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED2,1496,225-4,076-65%$1.3M$422.5K-$865.9K2026-11-03
Mission Wealth Management, LP
DECREASED2,1412,185-44-2%$452.3K$420.9K-$31.3K2026-10-15
Firestone Capital Management
UNCHANGED2,1342,13400%$441.7K$419.5K-$22.2K2026-11-03
Phoenix Wealth Advisors
UNCHANGED2,1212,12100%$438.9K$416.9K-$22.0K2026-11-03
GAM Holding AG
DECREASED2,1002,300-200-9%$476.1K$417.9K-$58.2K2026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED2,1002,10000%$434.6K$412.8K-$21.8K2026-10-09
Cherokee Insurance Co
UNCHANGED2,0912,09100%$432.8K$411.1K-$21.7K2026-11-05
Miller Howard Investments Inc
DECREASED2,0882,337-249-11%$483.6K$410.4K-$73.2K2026-10-26
Cypress Capital Group
DECREASED2,0402,335-295-13%$483.3K$401.0K-$82.2K2026-11-03
Integrity Alliance, Llc.
INCREASED1,9681,886+82+4%$390.3K$386.9K-$3.5K2026-10-29
Contravisory Investment Management, Inc.
DECREASED1,9392,083-144-7%$431.1K$381.2K-$49.9K2026-10-13
Old Peak Finance LLC
UNCHANGED1,9381,93800%$401.1K$381.0K-$20.1K2026-11-02
Certuity, LLC
UNCHANGED1,9351,93500%$400.5K$380.4K-$20.1K2026-11-02
Meridian Wealth Management, LLC
NEW1,911—+1,911——$375.7K—2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED1,8951,89500%$392.2K$372.5K-$19.7K2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED1,8901,885+5+0%$390.1K$371.6K-$18.6K2026-10-27
Fulcrum Equity Management
INCREASED1,8771,855+22+1%$383.9K$369.0K-$14.9K2026-10-21
Alta Capital Management LLC/
INCREASED1,8301,559+271+17%$322.7K$359.8K+$37.1K2026-10-26
Choreo, LLC
DECREASED1,8232,011-188-9%$416.2K$358.4K-$57.8K2026-10-28
CX Institutional
DECREASED1,7781,819-41-2%$376$350-$262026-10-02
Cooper Financial Group
INCREASED1,7601,671+89+5%$345.8K$346.0K+$1512026-10-07
AMG Asset Management Group, Inc.
DECREASED1,7591,794-35-2%$371.3K$345.8K-$25.5K2026-10-21
Axxcess Wealth Management, LLC
DECREASED1,7484,414-2,666-60%$913.6K$343.6K-$570.0K2026-10-21
Mitchell Capital Management Co
UNCHANGED1,7481,74800%$361.8K$343.6K-$18.1K2026-10-29
XXI Wealth, LLC
INCREASED1,7301,530+200+13%$316.7K$340.1K+$23.4K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,7271,654+73+4%$342.3K$339.5K-$2.8K2026-10-28
Bfsg, LLC
DECREASED1,7271,798-71-4%$372.1K$339.5K-$32.6K2026-10-30
Knights of Columbus Asset Advisors LLC
DECREASED1,7242,206-482-22%$456.6K$338.9K-$117.7K2026-11-05
Valtinson Bruner Financial Planning LLC
UNCHANGED1,7211,72100%$356.2K$338.3K-$17.9K2026-11-02
Chemistry Wealth Management LLC
DECREASED1,6922,146-454-21%$444.2K$332.6K-$111.6K2026-10-16
Cutler Investment Counsel LLC
DECREASED1,6641,760-96-5%$364.3K$327.1K-$37.1K2026-10-28
Earned Wealth Advisors, LLC
DECREASED1,6591,705-46-3%$353.0K$326.1K-$26.9K2026-11-06
Greenleaf Trust
INCREASED1,6501,485+165+11%$307.4K$324.4K+$17.0K2026-10-29
Accredited Investors Inc.
NEW1,649—+1,649——$324.2K—2026-11-03
Independent Financial Group, LLC
DECREASED1,6291,635-60%$338.4K$320.2K-$18.2K2026-10-13
Central Trust Co
DECREASED1,6251,650-25-2%$341.5K$319.5K-$22.0K2026-11-05
Balefire, LLC
INCREASED1,6241,470+154+10%$304.2K$319.3K+$15.0K2026-10-09
Tandem Investment Advisors, Inc.
DECREASED1,6002,700-1,100-41%$558.8K$314.5K-$244.3K2026-11-04
Eastern Bank
DECREASED1,5931,649-56-3%$341.3K$313.2K-$28.1K2026-10-05
KCM Investment Advisors LLC
UNCHANGED1,5891,58900%$328.9K$312.4K-$16.5K2026-10-27
Pines Wealth Management, LLC
UNCHANGED1,5791,57900%$326.8K$310.4K-$16.4K2026-10-21
Tannin Capital LLC
DECREASED1,5781,778-200-11%$368.0K$310.2K-$57.8K2026-11-05
Rockwood Wealth Management, LLC
INCREASED1,5751,552+23+1%$321.2K$309.6K-$11.6K2026-10-27
Brucke Financial, Inc.
INCREASED1,5721,298+274+21%$268.6K$309.0K+$40.4K2026-10-23
MGO One Seven LLC
INCREASED1,5611,380+181+13%$285.6K$306.9K+$21.3K2026-10-28
Lido Advisors, LLC
INCREASED1,5611,542+19+1%$319.2K$307.0K-$12.2K2026-11-04
Iowa State Bank
UNCHANGED1,5531,55300%$321.4K$305.3K-$16.1K2026-10-06
Xponance LLC
INCREASED1,5481,318+230+17%$272.8K$304.3K+$31.5K2026-11-03
RMR Wealth Builders
DECREASED1,5241,821-297-16%$376.9K$299.6K-$77.3K2026-10-22
LVW Advisors, LLC
INCREASED1,5181,296+222+17%$268.2K$298.4K+$30.2K2026-10-19
Sunpointe, LLC
INCREASED1,5071,494+13+1%$309.2K$296.3K-$13.0K2026-10-22
Members Wealth LLC
NEW1,506—+1,506——$288.0K—2026-10-20
Autumn Glory Partners, LLC
UNCHANGED1,5001,50000%$310.5K$294.9K-$15.6K2026-10-26
Daymark Wealth Partners, LLC
UNCHANGED1,5001,50000%$310.5K$294.9K-$15.6K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED1,4991,49900%$310.2K$294.7K-$15.6K2026-10-29
Mawer Investment Management Ltd.
UNCHANGED1,4951,49500%$309.4K$293.9K-$15.5K2026-11-06
Net Worth Advisory Group
DECREASED1,4851,796-311-17%$371.7K$290.1K-$81.6K2026-10-20
First Heartland Consultants, Inc.
INCREASED1,4831,475+8+1%$305.2K$291.4K-$13.8K2026-10-08
Stewardship Concepts Financial Services LLC
DECREASED1,4821,583-101-6%$327.7K$291.3K-$36.4K2026-10-06
BridgePort Financial Solutions, LLC
INCREASED1,4601,454+6+0%$300.9K$287.0K-$13.9K2026-11-02
Csenge Advisory Group
DECREASED1,4571,688-231-14%$349.4K$286.4K-$63.0K2026-11-04
Foster Group, Inc.
DECREASED1,4531,462-9-1%$302.6K$285.6K-$16.9K2026-10-13
Caldwell Trust Co
DECREASED1,4381,444-60%$298.9K$282.7K-$16.2K2026-10-30
Westside Investment Management, Inc.
UNCHANGED1,4381,43800%$297.6K$282.3K-$15.3K2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED1,4361,43600%$297.2K$282.3K-$14.9K2026-11-03
Washington Capital Management, Inc
UNCHANGED1,4001,40000%$289.8K$275.2K-$14.5K2026-10-19
Smith Chas P & Associates PA Cpas
UNCHANGED1,3981,39800%$289.3K$276.5K-$12.8K2026-10-22
Montecito Bank & Trust
DECREASED1,3951,425-30-2%$294.9K$274.2K-$20.7K2026-10-01
Braun-Bostich & Associates Inc.
DECREASED1,3941,407-13-1%$291.2K$274.0K-$17.2K2026-10-20
Physicians Financial Services, Inc.
UNCHANGED1,3791,37900%$285.0K$271-$284.7K2026-11-04
Jacobi Capital Management LLC
INCREASED1,3761,334+42+3%$276.0K$270.5K-$5.5K2026-11-05
Smith Salley Wealth Management
UNCHANGED1,3671,36700%$282.9K$268.7K-$14.2K2026-11-03
Busey Bank
DECREASED1,3561,405-49-3%$290.8K$266.6K-$24.2K2026-10-26
Stiles Financial Services Inc
INCREASED1,3501,346+4+0%$278.6K$265.4K-$13.2K2026-10-30
WealthPlan Investment Management, LLC
DECREASED1,3391,445-106-7%$299.1K$263.2K-$35.8K2026-10-15
Clearwave Capital, LLC
INCREASED1,3271,041+286+27%$215.4K$261.0K+$45.5K2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED1,3101,334-24-2%$276.1K$257.5K-$18.6K2026-10-05
Echo45 Advisors LLC
INCREASED1,3081,246+62+5%$257.9K$257.1K-$7452026-10-07
Private Trust Co NA
INCREASED1,3021,069+233+22%$221.3K$256.0K+$34.7K2026-10-20
Nikulski Financial, Inc.
DECREASED1,2931,300-7-1%$269.1K$254.2K-$14.9K2026-11-06
Lester Murray Antman dba SimplyRich
NEW1,287—+1,287——$253.0K—2026-11-06
Southland Equity Partners LLC
DECREASED1,2871,288-10%$266.7K$252.9K-$13.7K2026-10-14
RBA Wealth Management, LLC
NEW1,285—+1,285——$252.6K—2026-10-28
Resonant Capital Advisors, LLC
INCREASED1,2831,280+3+0%$264.9K$252.2K-$12.7K2026-10-15
Reflection Asset Management
DECREASED1,2771,290-13-1%$267.0K$251.0K-$15.9K2026-10-28
Accel Wealth Management
DECREASED1,2711,458-187-13%$301.8K$249.9K-$51.8K2026-10-13
Sowell Financial Services LLC
INCREASED1,2691,236+33+3%$255.9K$249.4K-$6.5K2026-10-23
Soltis Investment Advisors LLC
INCREASED1,2681,086+182+17%$224.8K$249.3K+$24.5K2026-10-28
Brown Shipley& Co Ltd
DECREASED1,26510,650-9,385-88%$2.2M$249.4K-$2.0M2026-10-09
Facet Wealth, Inc.
DECREASED1,2591,461-202-14%$302.4K$247.5K-$54.9K2026-11-04
Schmidt P J Investment Management Inc
INCREASED1,2561,191+65+5%$246.5K$246.9K+$4162026-11-02
Smith Shellnut Wilson LLC
UNCHANGED1,2531,25300%$259.3K$246.3K-$13.0K2026-10-21
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED1,2491,24900%$258.5K$245.5K-$13.0K2026-10-08
Sylvest Advisors, LLC
UNCHANGED1,2411,24100%$256.9K$244.0K-$12.9K2026-10-26
Traveka Wealth, LLC
INCREASED1,2391,192+47+4%$246.7K$243.6K-$3.1K2026-10-19
Essex Bank
UNCHANGED1,2351,23500%$255.6K$242.8K-$12.8K2026-10-16
SmartHarvest Portfolios, LLC
INCREASED1,2251,026+199+19%$212.4K$240.8K+$28.5K2026-10-26
Carson Advisory Inc.
DECREASED1,2231,261-38-3%$261.1K$240.5K-$20.6K2026-11-06
Triad Wealth Partners, LLC
INCREASED1,2211,110+111+10%$233.6K$240.1K+$6.4K2026-10-26
Enterprise Financial Services Corp
INCREASED1,2101,177+33+3%$243.6K$237.9K-$5.7K2026-11-03
VestGen Advisors, LLC
DECREASED1,2041,784-580-33%$369.2K$236.7K-$132.6K2026-10-27
Koshinski Asset Management, Inc.
INCREASED1,1921,187+5+0%$245.7K$234.3K-$11.4K2026-10-29
Oppenheimer Asset Management Inc.
DECREASED1,1891,609-420-26%$333.0K$233.7K-$99.3K2026-10-27
Ironsides Asset Advisors, LLC
UNCHANGED1,1821,18200%$244.6K$232.4K-$12.3K2026-10-20
State of Wyoming
DECREASED1,1701,260-90-7%$260.8K$230.7K-$30.1K2026-10-28
Bison Wealth, LLC
UNCHANGED1,1571,15700%$240.7K$223.0K-$17.7K2026-10-13
Larson Financial Group LLC
INCREASED1,1481,118+30+3%$231.4K$225.7K-$5.7K2026-11-05
IFP Advisors, Inc
UNCHANGED1,1461,14600%$237.2K$225.3K-$11.9K2026-10-16
Stackstone Wealth, LLC
NEW1,131—+1,131——$222.3K—2026-10-19
SYM Financial Corp
INCREASED1,1191,015+104+10%$210.1K$220.0K+$9.9K2026-10-26
Intergy Private Wealth, LLC
DECREASED1,1191,174-55-5%$243.0K$220.0K-$23.0K2026-10-16
Cornerstone Wealth Group, LLC
INCREASED1,1161,088+28+3%$225.1K$219.3K-$5.8K2026-11-02
Silverlake Wealth Management LLC
INCREASED1,1151,114+1+0%$230.6K$219.3K-$11.4K2026-10-21
Foster Victor Wealth Advisors, LLC
UNCHANGED1,1091,10900%$237.4K$217.7K-$19.7K2026-10-21
Garde Capital, Inc.
UNCHANGED1,1071,10700%$229.1K$217.6K-$11.5K2026-10-29
Index Fund Advisors, Inc.
UNCHANGED1,1061,10600%$228.9K$217.4K-$11.5K2026-11-05
NTV Asset Management LLC
UNCHANGED1,1001,10000%$227.7K$216.2K-$11.4K2026-10-23
Acorn Creek Capital LLC
INCREASED1,0991,091+8+1%$225.8K$216.1K-$9.8K2026-11-05
Baker Avenue Asset Management, LP
NEW1,095—+1,095——$215.3K—2026-11-06
Global Wealth Strategies & Associates
NEW1,095—+1,095——$215.3K—2026-10-02
RS Crum Inc.
UNCHANGED1,0601,06000%$219.4K$208.4K-$11.0K2026-10-19
Wesbanco Bank Inc
UNCHANGED1,0601,06000%$219.4K$208.4K-$11.0K2026-11-04
Adell Harriman & Carpenter Inc
INCREASED1,0581,033+25+2%$213.8K$208.0K-$5.8K2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED1,0211,004+17+2%$207.8K$200.7K-$7.1K2026-10-22
Mascoma Wealth Management LLC
DECREASED9851,083-98-9%$224.1K$193.6K-$30.5K2026-10-23
Sava Infond d.o.o.
UNCHANGED98098000%$202.2K$195.2K-$7.0K2026-10-28
Spire Wealth Management
DECREASED9661,173-207-18%$242.8K$189.9K-$52.9K2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED91591500%$189.4K$179.9K-$9.5K2026-10-05
Beacon Financial Strategies Corp
UNCHANGED86186100%$178.2K$169.3K-$8.9K2026-10-14
Nisa Investment Advisors, LLC
INCREASED852765+87+11%$158.3K$167.5K+$9.2K2026-10-20
Cassaday & Co Wealth Management LLC
INCREASED839829+10+1%$171.6K$164.9K-$6.6K2026-10-27
Bayban
UNCHANGED80080000%$165.6K$165.6K$02026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED72872800%$150.5K$143.4K-$7.1K2026-10-28
CoreCap Advisors, LLC
DECREASED724727-30%$150.5K$142.3K-$8.1K2026-10-08
Kozak & Associates, Inc.
UNCHANGED67167100%$139.8K$137.4K-$2.4K2026-10-29
Bank of New Hampshire
UNCHANGED66066000%$136.6K$129.7K-$6.9K2026-10-06
Triumph Capital Management
INCREASED626622+4+1%$128.7K$123.1K-$5.7K2026-10-14
Cullen T Bankers, Inc.
INCREASED598300+298+99%$62.1K$117.6K+$55.5K2026-10-28
UMB Bank, n.a.
UNCHANGED59059000%$122.1K$116.0K-$6.1K2026-11-06
SBI Securities Co., Ltd.
UNCHANGED58458400%$120.9K$114.8K-$6.1K2026-10-22
Trust Co of Vermont
UNCHANGED57757700%$119.4K$113.4K-$6.0K2026-10-21
Silver Grove Financial Group, Inc.
INCREASED539466+73+16%$96.5K$106.0K+$9.5K2026-11-05
Horizon Financial Services, LLC
DECREASED531548-17-3%$113.4K$104.4K-$9.0K2026-11-04
GK Wealth Management LLC
NEW508—+508——$100.0K—2026-10-09
Roxbury Financial LLC
INCREASED501444+57+13%$91.9K$98.4K+$6.5K2026-10-01
First Horizon Corp
DECREASED492584-92-16%$120.9K$96.7K-$24.1K2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED45645600%$94.4K$89.6K-$4.7K2026-11-03
Financial Management Professionals, Inc.
INCREASED454424+30+7%$87.8K$89.3K+$1.5K2026-10-23
Archer Investment Corp
INCREASED453133+320+241%$27.5K$89.0K+$61.5K2026-11-05
Richardson Financial Services Inc.
DECREASED431479-48-10%$99.1K$84.7K-$14.4K2026-10-30
True Wealth Design, LLC
INCREASED418375+43+11%$77.6K$82.2K+$4.6K2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED41341300%$85.5K$81.2K-$4.3K2026-11-02
Costello Asset Management, Inc
UNCHANGED40040000%$82.8K$78.6K-$4.2K2026-10-30
KFG LLC
NEW377—+377——$74.1K—2026-11-02
Bullock Wealth Management Group
UNCHANGED35935900%$74.8K$70.1K-$4.6K2026-10-09
Southern Michigan Bank & Trust
DECREASED350356-6-2%$73.7K$68.8K-$4.9K2026-10-19
Axxion S.A.
UNCHANGED33933900%$70.2K$67.5K-$2.7K2026-10-22
Bare Financial Services, Inc
INCREASED323290+33+11%$60.0K$63.5K+$3.5K2026-11-04
Root Financial Partners, LLC
NEW318—+318——$62.5K—2026-10-21
FNY Investment Advisers, LLC
NEW300—+300——$58—2026-10-16
Essential Partners LLC
UNCHANGED27927900%$57.7K$54.8K-$2.9K2026-10-14
TD Private Client Wealth LLC
INCREASED268168+100+60%$34.8K$52.7K+$17.9K2026-10-28
Highline Wealth Partners LLC
INCREASED252184+68+37%$38.1K$49.5K+$11.5K2026-10-19
Midwest Capital Advisors, LLC
UNCHANGED25025000%$51.7K$49.1K-$2.6K2026-11-04
Provenance Wealth Advisors, LLC
NEW247—+247——$48.6K—2026-10-30
SJS Investment Consulting Inc.
UNCHANGED23623600%$48.8K$46.4K-$2.5K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED23423400%$48.7K$46.0K-$2.7K2026-10-29
Paladin Partners, LLC
UNCHANGED20920900%$43.3K$41.1K-$2.2K2026-10-06
Concord Wealth Partners
UNCHANGED20720700%$42.8K$40.7K-$2.1K2026-11-02
Toth Financial Advisory Corp
UNCHANGED20020000%$41.4K$39.3K-$2.1K2026-10-08
Harbor Investment Advisory, LLC
DECREASED1871,079-892-83%$223.3K$36.8K-$186.6K2026-10-13
Financial Network Wealth Advisors LLC
INCREASED17691+85+93%$18.8K$34.6K+$15.8K2026-10-28
Maseco LLP
UNCHANGED16716700%$34.6K$32.8K-$1.7K2026-10-27
Jnba Financial Advisors
UNCHANGED16016000%$33.1K$31.5K-$1.7K2026-11-03
Parkside Financial Bank & Trust
INCREASED15772+85+118%$14.9K$30.9K+$16.0K2026-10-27
Bell Investment Advisors, Inc
UNCHANGED15415400%$31.9K$30.3K-$1.6K2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED14114100%$29.2K$27.7K-$1.5K2026-10-16
Birch Financial Group, LLC
NEW134—+134——$26.4K—2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED13013000%$26.9K$25.6K-$1.4K2026-10-13
Gamma Investing LLC
UNCHANGED12612600%$26.1K$24.8K-$1.3K2026-10-08
Heritage Family Offices, LLP
NEW125—+125——$24.6K—2026-11-02
Zions Bancorporation, National Association
DECREASED122124-2-2%$25.7K$24.0K-$1.7K2026-11-06
Sunrise Financial Services, LLC
UNCHANGED11811800%$24.4K$23.2K-$1.2K2026-10-21
Blue Trust, Inc.
DECREASED117507-390-77%$104.9K$23.0K-$81.9K2026-10-15
Ascentis Wealth Management, LLC
NEW105—+105——$20.6K—2026-11-03
Rossby Financial, LCC
DECREASED104113-9-8%$23.4K$20.4K-$2.9K2026-11-05
Asset Dedication, LLC
UNCHANGED10110100%$20.9K$19.9K-$1.0K2026-11-03
Key FInancial Inc
UNCHANGED10010000%$20.7K$19.7K-$1.0K2026-11-02
Tradewinds Capital Management, LLC
UNCHANGED10010000%$20.7K$19.7K-$1.0K2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED959500%$19.7K$18.7K-$9862026-10-07
Fulcrum Asset Management LLP
NEW94—+94——$18.7K—2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED9398-5-5%$20.3K$18.3K-$2.0K2026-11-04
Lodestone Wealth Management LLC
UNCHANGED868600%$17.8K$16.9K-$8922026-10-14
Western Pacific Wealth Management, LP
UNCHANGED838300%$17.2K$16.3K-$8622026-10-16
Signature Equity Partners, LLC
INCREASED8281+1+1%$16.8K$16.0K-$8132026-10-29
RMG Wealth Management LLC
UNCHANGED828200%$17.5K$16.6K-$9192026-10-26
Princeton Global Asset Management LLC
UNCHANGED808000%$16.6K$15.7K-$8312026-10-21
Nfsg Corp
NEW79—+79——$15.5K—2026-10-15
Addison Advisors LLC
UNCHANGED777700%$15.9K$15.1K-$7992026-11-06
Wolff Wiese Magana LLC
DECREASED75275-200-73%$56.9K$14.7K-$42.2K2026-10-15
Financial Consulate, Inc
INCREASED7452+22+42%$10.8K$14.5K+$3.8K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED7159+12+20%$12.2K$14.0K+$1.7K2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED717100%$14.7K$14.0K-$7372026-10-16
Country Trust Bank
UNCHANGED717100%$14.7K$14.0K-$7372026-10-30
High Note Wealth, LLC
UNCHANGED696900%$14.3K$13.6K-$7162026-10-27
Fairman Group, LLC
UNCHANGED656500%$13.5K$12.8K-$6752026-10-26
North Star Investment Management Corp.
UNCHANGED616100%$12.6K$12.0K-$6332026-10-27
Pacific Center for Financial Services
UNCHANGED606000%$12.4K$11.8K-$6232026-10-15
Elyxium Wealth, LLC
NEW59—+59——$11.6K—2026-10-27
MV Capital Management, Inc.
UNCHANGED575700%$11.8K$11.2K-$5922026-10-29
GGM Financial LLC
NEW53—+53——$10.4K—2026-11-05
Hager Investment Management Services, LLC
UNCHANGED535300%$11.0K$10.4K-$5502026-11-04
Montag A & Associates Inc
NEW52—+52——$10.2K—2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED454500%$9.3K$8.8K-$4672026-10-20
Clean Yield Group
UNCHANGED393900%$8.1K$7.7K-$4052026-10-28
Wilmington Savings Fund Society, FSB
DECREASED38539-501-93%$111.6K$7.5K-$104.1K2026-10-23
Evolution Wealth Management Inc.
NEW30—+30——$5.9K—2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED292,096-2,067-99%$433.8K$5.7K-$428.1K2026-10-29
Valued Wealth Advisors LLC
UNCHANGED272700%$5.6K$5.3K-$2812026-11-05
Maryland Capital Advisors Inc.
UNCHANGED252500%$5.2K$4.9K-$2602026-10-15
Decker Retirement Planning Inc.
UNCHANGED212100%$4.3K$4.1K-$2182026-10-19
Bangor Savings Bank
UNCHANGED202000%$4.1K$3.9K-$2072026-10-06
Hilton Head Capital Partners, LLC
UNCHANGED202000%$4.1K$3.9K-$2072026-10-23
Marshall & Sterling Wealth Advisors Inc.
NEW19—+19——$3.7K—2026-10-28
Cape Investment Advisory, Inc.
DECREASED1923-4-17%$4.8K$3.7K-$1.0K2026-10-13
Breakwater Investment Management
NEW14—+14——$2.8K—2026-10-20
City Holding Co
NEW14—+14——$2.8K—2026-10-19
Rachor Investment Advisory Services, LLC
UNCHANGED141400%$2.9K$2.8K-$1452026-10-29
Carolina Wealth Advisors, LLC
NEW12—+12——$2.4K—2026-10-23
Ascentis Independent Advisors
NEW10—+10——$2.0K—2026-11-03
First Bancorp, Inc
NEW10—+10——$2.0K—2026-10-26
Balance Wealth Partners LLC
NEW9—+9——$1.8K—2026-10-27
Nvest Wealth Strategies, Inc.
INCREASED84+4+100%$828$1.6K+$7462026-10-14
Quaker Wealth Management, LLC
UNCHANGED7700%$1.4K$1.4K-$722026-10-22
Trust Co
UNCHANGED7700%$1.4K$1.4K-$732026-10-09
DeDora Capital, Inc.
NEW6—+6——$1.2K—2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED4400%$828$786-$422026-10-28
Noble Wealth Management PBC
UNCHANGED3300%$621$590-$312026-10-01
Jcic Asset Management Inc.
CLOSED083,888-83,888-100%$13.5M$0-$13.5M2026-10-30
CenterBook Partners LP
CLOSED037,296-37,296-100%$7.7M$0-$7.7M2026-11-02
Andrew Hill Investment Advisors, Inc.
CLOSED017,291-17,291-100%$3.6M$0-$3.6M2026-10-22
Kingsman Wealth Management, Inc.
CLOSED05,345-5,345-100%$1.1M$0-$1.1M2026-10-13
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED04,741-4,741-100%$981.2K$0-$981.2K2026-10-13
Brookstone Capital Management
CLOSED03,878-3,878-100%$802.6K$0-$802.6K2026-10-22
CogentBlue Wealth Advisors, LLC
CLOSED03,305-3,305-100%$684.0K$0-$684.0K2026-10-09
Convergence Financial, LLC
CLOSED01,742-1,742-100%$360.5K$0-$360.5K2026-10-27
Redmond Asset Management, LLC
CLOSED01,679-1,679-100%$347.5K$0-$347.5K2026-10-27
Wellington Shields & Co., LLC
CLOSED01,526-1,526-100%$315.8K$0-$315.8K2026-11-03
Seed Wealth Management, Inc.
CLOSED01,250-1,250-100%$258.7K$0-$258.7K2026-10-20
Capital Asset Advisory Services LLC
CLOSED01,126-1,126-100%$233.1K$0-$233.1K2026-10-30
Chickasaw Capital Management LLC
CLOSED01,100-1,100-100%$228$0-$2282026-10-08
Ashton Thomas Private Wealth, LLC
CLOSED01,046-1,046-100%$216.5K$0-$216.5K2026-11-03
Mainsail Asset Management, LLC
CLOSED01,031-1,031-100%$222.1K$0-$222.1K2026-10-14
Chapin Davis, Inc.
CLOSED01,000-1,000-100%$207.0K$0-$207.0K2026-10-09
Crescent Grove Advisors, LLC
CLOSED01,000-1,000-100%$207.0K$0-$207.0K2026-10-21
Mount Vernon Associates Inc
CLOSED01,000-1,000-100%$207.0K$0-$207.0K2026-10-26
Sepio Capital, LP
CLOSED0984-984-100%$203.7K$0-$203.7K2026-10-22
San Luis Wealth Advisors LLC
CLOSED0974-974-100%$201.6K$0-$201.6K2026-10-27
AdvisorNet Financial, Inc
CLOSED0703-703-100%$145.5K$0-$145.5K2026-10-15
NBT Bank, N.A.
CLOSED0600-600-100%$124.2K$0-$124.2K2026-10-21
Capital Advisors, Ltd. LLC
CLOSED0361-361-100%$75$0-$752026-10-27
Institute for Wealth Management, Llc.
CLOSED0341-341-100%$70.6K$0-$70.6K2026-11-06
Bayforest Capital Ltd
CLOSED0331-331-100%$68.5K$0-$68.5K2026-11-03
Cornerstone Planning Group LLC
CLOSED0274-274-100%$57.9K$0-$57.9K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0125-125-100%$25.9K$0-$25.9K2026-10-14
Commonwealth Retirement Investments LLC
CLOSED0109-109-100%$22.6K$0-$22.6K2026-10-26
MCF Advisors LLC
CLOSED090-90-100%$18.6K$0-$18.6K2026-10-28
Stone House Investment Management, LLC
CLOSED024-24-100%$5.0K$0-$5.0K2026-10-23
Royal Bank of Canada
N/A—70,220,631-70,220,631-100%$14.5B———
Bank of Montreal
N/A—60,568,915-60,568,915-100%$12.5B———
Vanguard Capital Management LLC
N/A—42,678,029-42,678,029-100%$8.8B———
FIL Ltd
N/A—23,490,517-23,490,517-100%$4.9B———
TD Asset Management Inc
N/A—22,965,684-22,965,684-100%$4.8B———
Norges Bank
N/A—19,905,354-19,905,354-100%$4.1B———
CIBC World Market Inc.
N/A—18,303,156-18,303,156-100%$3.8B———
FMR LLC
N/A—17,803,517-17,803,517-100%$3.7B———
1832 Asset Management L.P.
N/A—17,036,711-17,036,711-100%$3.5B———
National Bank of Canada
N/A—16,356,045-16,356,045-100%$3.4B———
Federation des caisses Desjardins du Quebec
N/A—13,071,369-13,071,369-100%$2.7B———
Vanguard Fiduciary Trust Co
N/A—12,398,792-12,398,792-100%$2.6B———
Bank of Nova Scotia
N/A—12,311,637-12,311,637-100%$2.5B———
Manufacturers Life Insurance Company, the
N/A—11,113,364-11,113,364-100%$2.3B———
Canada Pension Plan Investment Board
N/A—11,001,378-11,001,378-100%$2.3B———
Connor, Clark & Lunn Investment Management Ltd.
N/A—10,928,916-10,928,916-100%$2.3B———
Vanguard Global Advisers, LLC
N/A—10,742,367-10,742,367-100%$2.2B———
Scotia Capital Inc.
N/A—8,511,247-8,511,247-100%$1.8B———
Legal & General Group Plc
N/A—7,950,572-7,950,572-100%$1.6B———
Toronto Dominion Bank
N/A—7,900,458-7,900,458-100%$1.6B———
JPMorgan Chase & Co
N/A—6,855,539-6,855,539-100%$1.4B———
Goldman Sachs Group Inc
N/A—5,266,010-5,266,010-100%$1.1B———
Morgan Stanley
N/A—3,985,000-3,985,000-100%$824.8M———
Charles Schwab Investment Management Inc
N/A—3,938,658-3,938,658-100%$815.3M———
Baillie Gifford & Co
N/A—3,575,634-3,575,634-100%$740.2M———
Picton Mahoney Asset Management
N/A—3,315,100-3,315,100-100%$684.8M———
Vanguard Asset Management, Ltd
N/A—3,154,398-3,154,398-100%$653.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—3,073,436-3,073,436-100%$635.8M———
Public Sector Pension Investment Board
N/A—3,021,927-3,021,927-100%$625.1M———
British Columbia Investment Management Corp
N/A—2,844,107-2,844,107-100%$588.3M———
Wellington Management Group LLP
N/A—2,553,618-2,553,618-100%$528.6M———
Omers Administration Corp
N/A—2,080,487-2,080,487-100%$430.7M———
Massachusetts Financial Services Co
N/A—2,000,754-2,000,754-100%$577.1M———
Franklin Resources Inc
N/A—1,994,581-1,994,581-100%$412.6M———
Mufg Securities (Canada), Ltd.
N/A—1,977,134-1,977,134-100%$408.8M———
Acadian Asset Management LLC
N/A—1,958,488-1,958,488-100%$405.4M———
Caisse de Depot ET Placement DU Quebec
N/A—1,740,913-1,740,913-100%$360.4M———
Invesco Ltd.
N/A—1,600,890-1,600,890-100%$331.3M———
Guardian Capital LP
N/A—1,596,304-1,596,304-100%$330.4M———
Alberta Investment Management Corp
N/A—1,565,659-1,565,659-100%$323.9M———
BlackRock, Inc.
N/A—1,467,611-1,467,611-100%$303.8M———
UBS Group AG
N/A—1,279,914-1,279,914-100%$264.9M———
Aviva PLC
N/A—1,266,537-1,266,537-100%$261.8M———
Clearbridge Investments, LLC
N/A—1,262,862-1,262,862-100%$259.8M———
Northern Trust Corp
N/A—1,218,010-1,218,010-100%$252.1M———
Bank of America Corp
N/A—1,213,945-1,213,945-100%$251.3M———
APG Asset Management N.V.
N/A—1,174,215-1,174,215-100%$212.6M———
AQR Capital Management LLC
N/A—1,042,402-1,042,402-100%$215.5M———
Nuveen, LLC
N/A—1,015,807-1,015,807-100%$210.3M———
Alliancebernstein L.P.
N/A—1,007,025-1,007,025-100%$162.9M———
Hillsdale Investment Management Inc.
N/A—1,005,143-1,005,143-100%$207.9M———
Scheer, Rowlett & Associates Investment Management Ltd.
N/A—997,064-997,064-100%$206.3M———
Dixon Mitchell Investment Counsel Inc.
N/A—861,023-861,023-100%$178.3M———
Korea Investment Corp
N/A—847,778-847,778-100%$175.5M———
Two Sigma Investments, LP
N/A—819,618-819,618-100%$169.6M———
State of Tennessee, Department of Treasury
N/A—796,805-796,805-100%$164.9M———
Canada Life Assurance Co
N/A—742,204-742,204-100%$153.0M———
Vanguard Investments Australia, Ltd.
N/A—711,236-711,236-100%$147.3M———
Jane Street Group, LLC
N/A—700,239-700,239-100%$144.9M———
Ameriprise Financial Inc
N/A—689,445-689,445-100%$146.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—684,623-684,623-100%$141.7M———
Bank of Nova Scotia Trust Co
N/A—568,025-568,025-100%$117.6M———
AustralianSuper Pty Ltd
N/A—561,737-561,737-100%$116.2M———
American Century Companies Inc
N/A—546,598-546,598-100%$113.2M———
Raymond James Financial Inc
N/A—535,193-535,193-100%$110.8M———
BNP Paribas Asset Management Holding S.A.
N/A—488,695-488,695-100%$101.0M———
Capital World Investors
N/A—481,466-481,466-100%$99.7M———
Lazard Asset Management LLC
N/A—469,423-469,423-100%$97.1M———
Northwest & Ethical Investments L.P.
N/A—464,627-464,627-100%$96.0M———
State of Wisconsin Investment Board
N/A—440,281-440,281-100%$91.1M———
Clark Capital Management Group, Inc.
N/A—432,858-432,858-100%$89.6M———
Rockefeller Capital Management L.P.
N/A—410,231-410,231-100%$84.9M———
Purpose Unlimited Inc.
N/A—389,704-389,704-100%$80.8M———
Cumberland Partners Ltd
N/A—386,426-386,426-100%$79.9M———
Neuberger Berman Group LLC
N/A—364,198-364,198-100%$75.4M———
Arrowstreet Capital, Limited Partnership
N/A—353,303-353,303-100%$73.1M———
Envestnet Asset Management Inc
N/A—352,382-352,382-100%$72.9M———
Rathbones Group PLC
N/A—350,359-350,359-100%$72.5M———
Millennium Management LLC
N/A—343,264-343,264-100%$71.0M———
Allianz Asset Management GmbH
N/A—339,491-339,491-100%$70.3M———
Qube Research & Technologies Ltd
N/A—336,322-336,322-100%$69.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—317,857-317,857-100%$65.8M———
Public Employees Retirement System of Ohio
N/A—302,664-302,664-100%$62.6M———
Zurich Insurance Group Ltd
N/A—290,572-290,572-100%$60.1M———
First Trust Advisors LP
N/A—271,125-271,125-100%$56.1M———
Investment Management Corp of Ontario
N/A—261,504-261,504-100%$54.1M———
Intech Investment Management LLC
N/A—251,999-251,999-100%$52.2M———
Varma Mutual Pension Insurance Co
N/A—245,329-245,329-100%$50.8M———
Aviso Financial Inc.
N/A—241,259-241,259-100%$49.9M———
Renaissance Technologies LLC
N/A—237,994-237,994-100%$49.3M———
Harvest Portfolios Group Inc.
N/A—227,429-227,429-100%$47.1M———
Main Street Research LLC
N/A—227,136-227,136-100%$47.0M———
Wells Fargo & Company
N/A—226,811-226,811-100%$46.9M———
USS Investment Management Ltd
N/A—224,774-224,774-100%$46.4M———
Woodbridge Co LTD
N/A—222,615-222,615-100%$46.1M———
Coleford Investment Management Ltd.
N/A—193,278-193,278-100%$39.9M———
Man Group plc
N/A—186,560-186,560-100%$38.6M———
Focus Partners Wealth
N/A—184,927-184,927-100%$38.3M———
Quantinno Capital Management LP
N/A—173,716-173,716-100%$36.0M———
Royal London Asset Management LTD
N/A—170,799-170,799-100%$35.4M———
Susquehanna Fundamental Investments, LLC
N/A—158,300-158,300-100%$32.8M———
Delaney Capital Management Ltd.
N/A—154,799-154,799-100%$32.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—152,441-152,441-100%$44.1M———
O'shaughnessy Asset Management, LLC
N/A—149,993-149,993-100%$31.0M———
Andra Ap-fonden
N/A—149,377-149,377-100%$43.9M———
Ninepoint Partners LP
N/A—143,827-143,827-100%$29.8M———
Natixis Advisors, LLC
N/A—140,891-140,891-100%$29.2M———
Utah Retirement Systems
N/A—139,585-139,585-100%$28.9M———
LGT Group Foundation
N/A—135,667-135,667-100%$28.1M———
D. E. Shaw & Co., Inc.
N/A—129,900-129,900-100%$26.9M———
Claret Asset Management Corp
N/A—124,178-124,178-100%$25.7M———
Jupiter Topco LLC
N/A—118,421-118,421-100%$24.5M———
Susquehanna International Group, LLP
N/A—113,597-113,597-100%$23.5M———
K.J. Harrison & Partners Inc
N/A—112,905-112,905-100%$23.3M———
Credit Agricole S A
N/A—109,445-109,445-100%$22.7M———
HSBC Holdings PLC
N/A—108,887-108,887-100%$22.5M———
Danica Pension, Livsforsikringsaktieselskab
N/A—103,028-103,028-100%$30.3M———
BNP Paribas Financial Markets
N/A—100,305-100,305-100%$20.8M———
Captrust Financial Advisors
N/A—97,958-97,958-100%$20.3M———
Bragg Financial Advisors, Inc
N/A—97,623-97,623-100%$20.2M———
Polar Capital Holdings Plc
N/A—89,498-89,498-100%$16.5M———
HighTower Advisors, LLC
N/A—86,128-86,128-100%$17.8M———
Cetera Investment Advisers
N/A—82,072-82,072-100%$17.0M———
PCJ Investment Counsel Ltd.
N/A—81,100-81,100-100%$16.8M———
Ravenstone Capital Management Inc.
N/A—76,182-76,182-100%$15.7M———
Janney Montgomery Scott LLC
N/A—75,613-75,613-100%$15.7M———
Brown Advisory Inc
N/A—74,069-74,069-100%$15.3M———
Mariner, LLC
N/A—73,618-73,618-100%$15.2M———
Capital Fund Management S.A.
N/A—66,119-66,119-100%$13.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—58,582-58,582-100%$12.1M———
Vanguard Personalized Indexing Management, LLC
N/A—58,402-58,402-100%$12.1M———
Cerity Partners LLC
N/A—56,597-56,597-100%$11.7M———
Mediolanum International Funds Ltd
N/A—55,215-55,215-100%$11.3M———
Bessemer Group Inc
N/A—51,319-51,319-100%$10.6M———
Worldquant Millennium Advisors LLC
N/A—51,182-51,182-100%$10.6M———
Ensign Peak Advisors, Inc
N/A—49,081-49,081-100%$10.2M———
M&T Bank Corp
N/A—47,107-47,107-100%$9.8M———
Osmosis Investment Management UK Ltd
N/A—46,772-46,772-100%$9.7M———
Logan Capital Management Inc
N/A—44,578-44,578-100%$9.2M———
United Capital Financial Advisors, LLC
N/A—42,869-42,869-100%$8.9M———
Pathstone Holdings, LLC
N/A—42,847-42,847-100%$8.9M———
Osaic Holdings, Inc.
N/A—42,172-42,172-100%$8.7M———
Barometer Capital Management Inc.
N/A—41,580-41,580-100%$12.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—40,824-40,824-100%$8.4M———
NewEdge Advisors, LLC
N/A—39,449-39,449-100%$8.2M———
Mercer Global Advisors Inc
N/A—38,547-38,547-100%$8.0M———
Van Eck Associates Corp
N/A—37,911-37,911-100%$7.8M———
Evelyn Partners Group Ltd
N/A—36,568-36,568-100%$7.6M———
Counterweight Ventures, LLC
N/A—35,957-35,957-100%$7.4M———
one8zero8, LLC
N/A—35,394-35,394-100%$7.3M———
Arkadios Wealth Advisors
N/A—35,130-35,130-100%$7.3M———
Tacita Capital Inc
N/A—34,999-34,999-100%$7.2M———
Aristotle Capital Management, LLC
N/A—34,487-34,487-100%$7.1M———
LGT Fund Management Co Ltd.
N/A—34,394-34,394-100%$7.1M———
Lighthouse Investment Partners, LLC
N/A—33,678-33,678-100%$7.0M———
&partners
N/A—33,510-33,510-100%$6.9M———
First National Bank of Omaha
N/A—33,406-33,406-100%$6.8M———
Metis Global Partners, LLC
N/A—32,281-32,281-100%$6.7M———
Twin Tree Management, LP
N/A—31,842-31,842-100%$6.6M———
Orion Porfolio Solutions, LLC
N/A—30,797-30,797-100%$6.4M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—29,932-29,932-100%$6.2M———
Northwestern Mutual Wealth Management Co
N/A—28,086-28,086-100%$5.8M———
Tradewinds, Llc.
N/A—27,622-27,622-100%$2.3M———
Aspen Grove Capital, LLC
N/A—26,479-26,479-100%$5.5M———
Te Ahumairangi Investment Management Ltd
N/A—26,130-26,130-100%$5.4M———
MidFirst Bank
N/A—25,599-25,599-100%$5.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—25,465-25,465-100%$5.3M———
UBS Asset Management Americas LLC
N/A—24,997-24,997-100%$5.2M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—23,181-23,181-100%$4.8M———
RNC Capital Management LLC
N/A—22,562-22,562-100%$4.7M———
Cary Street Partners Financial LLC
N/A—21,886-21,886-100%$4.5M———
Federated Hermes, Inc.
N/A—21,798-21,798-100%$4.5M———
MML Investors Services, LLC
N/A—21,320-21,320-100%$4.4M———
Tower Research Capital LLC (TRC)
N/A—20,930-20,930-100%$4.3M———
Mirabaud Asset Management Ltd
N/A—20,921-20,921-100%$4.3M———
Sequoia Financial Advisors, LLC
N/A—20,866-20,866-100%$4.3M———
Prudential PLC
N/A—20,071-20,071-100%$4.2M———
Dkrt Investments Corp.
N/A—20,000-20,000-100%$4.1M———
IEQ Capital, LLC
N/A—19,915-19,915-100%$4.1M———
Bogart Wealth, LLC
N/A—19,734-19,734-100%$4.1M———
Cannell & Spears LLC
N/A—19,150-19,150-100%$4.0M———
Curi Capital, LLC
N/A—19,105-19,105-100%$4.0M———
Entropy Technologies, LP
N/A—18,949-18,949-100%$3.9M———
Lord, Abbett & Co. LLC
N/A—18,712-18,712-100%$3.9M———
Pinnacle Financial Partners, Inc.
N/A—17,708-17,708-100%$3.7M———
Blair William & Co
N/A—17,360-17,360-100%$3.6M———
Muirfield Wealth Advisors LLC
N/A—17,336-17,336-100%$3.6M———
Parallax Volatility Advisers, L.P.
N/A—16,702-16,702-100%$3.5M———
Fairfield, Bush & Co.
N/A—16,620-16,620-100%$3.4M———
CIBC Bancorp USA Inc.
N/A—16,430-16,430-100%$3.8M———
Sanctuary Advisors, LLC
N/A—16,109-16,109-100%$3.3M———
Stifel Financial Corp
N/A—15,545-15,545-100%$3.2M———
Caprock Group, LLC
N/A—15,187-15,187-100%$3.1M———
Jones Financial Companies Lllp
N/A—14,912-14,912-100%$3.0M———
SOA Wealth Advisors, Llc.
N/A—14,700-14,700-100%$309.9K———
Sumitomo Life Insurance Co
N/A—14,674-14,674-100%$3.0M———
M. Kulyk & Associates, LLC
N/A—14,266-14,266-100%$3.0M———
Commerce Bank
N/A—13,413-13,413-100%$2.8M———
Beacon Pointe Advisors, LLC
N/A—13,332-13,332-100%$2.8M———
Baird Financial Group, Inc.
N/A—13,121-13,121-100%$2.7M———
Waverly Advisors, LLC
N/A—12,946-12,946-100%$2.7M———
Quantbot Technologies LP
N/A—12,665-12,665-100%$2.6M———
Focus Partners Advisor Solutions, LLC
N/A—12,609-12,609-100%$2.6M———
Qtron Investments LLC
N/A—12,544-12,544-100%$2.6M———
Bridgeway Capital Management, LLC
N/A—12,400-12,400-100%$2.6M———
QRG Capital Management, Inc.
N/A—11,823-11,823-100%$2.4M———
Syon Capital LLC
N/A—11,763-11,763-100%$2.4M———
Algert Global LLC
N/A—11,431-11,431-100%$2.4M———
Danske Bank A/S
N/A—11,358-11,358-100%$2.3M———
Vident Advisory, LLC
N/A—11,344-11,344-100%$2.3M———
Global Retirement Partners, LLC
N/A—11,249-11,249-100%$2.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,985-10,985-100%$2.3M———
Independent Advisor Alliance
N/A—10,951-10,951-100%$2.3M———
Equitable Holdings, Inc.
N/A—10,692-10,692-100%$2.2M———
Donaldson Capital Management, LLC
N/A—10,498-10,498-100%$2.2M———
PDT Partners, LLC
N/A—10,360-10,360-100%$2.1M———
Founders Financial Alliance, LLC
N/A—10,307-10,307-100%$2.1M———
Financial Engines Advisors L.L.C.
N/A—10,105-10,105-100%$2.1M———
Old North State Trust, LLC
N/A—10,089-10,089-100%$2.1M———
Principal Securities, Inc.
N/A—9,981-9,981-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—9,738-9,738-100%$2.0M———
Summit Financial, LLC
N/A—9,690-9,690-100%$2.0M———
JTC Employer Solutions Trustee Ltd
N/A—9,638-9,638-100%$2.0M———
Stephens Inc
N/A—9,539-9,539-100%$2.0M———
Wellington-Altus USA Inc.
N/A—9,022-9,022-100%$1.5M———
Bridgewater Advisors Inc.
N/A—8,531-8,531-100%$1.8M———
Edmond de Rothschild Holding S.A.
N/A—8,248-8,248-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—8,079-8,079-100%$1.7M———
World Investment Advisors
N/A—7,440-7,440-100%$1.2M———
DRW Securities, LLC
N/A—7,359-7,359-100%$1.5M———
First Manhattan Co. Llc.
N/A—7,333-7,333-100%$1.5M———
Ossiam
N/A—7,322-7,322-100%$1.5M———
Smithfield Trust Co
N/A—7,300-7,300-100%$1.5M———
Venturi Wealth Management, LLC
N/A—7,278-7,278-100%$1.5M———
Rhumbline Advisers
N/A—7,277-7,277-100%$1.5M———
PCM Encore, LLC
N/A—6,790-6,790-100%$1.4M———
Great Valley Advisor Group, Inc.
N/A—6,761-6,761-100%$1.4M———
Walleye Trading LLC
N/A—6,561-6,561-100%$1.4M———
Checchi Capital Advisers, LLC
N/A—6,507-6,507-100%$1.3M———
Atlas Legacy Advisors, LLC
N/A—6,501-6,501-100%$1.3M———
MAI Capital Management
N/A—6,443-6,443-100%$1.3M———
One Capital Management, LLC
N/A—6,385-6,385-100%$1.0M———
Brown Brothers Harriman & Co
N/A—6,348-6,348-100%$1.3M———
Severin Investments, LLC
N/A—6,311-6,311-100%$1.3M———
River Wealth Advisors LLC
N/A—6,264-6,264-100%$1.3M———
RiverFront Investment Group, LLC
N/A—6,167-6,167-100%$1.3M———
Novare Capital Management LLC
N/A—6,153-6,153-100%$1.3M———
Savvy Advisors, Inc.
N/A—6,136-6,136-100%$1.3M———
Arax Advisory Partners
N/A—6,106-6,106-100%$1.3M———
Hantz Financial Services, Inc.
N/A—5,972-5,972-100%$1.2M———
Geneos Wealth Management Inc.
N/A—5,761-5,761-100%$1.2M———
Rodgers Brothers Inc.
N/A—5,750-5,750-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—5,717-5,717-100%$1.2M———
Sivia Capital Partners, LLC
N/A—5,540-5,540-100%$1.1M———
Ballentine Partners, LLC
N/A—5,387-5,387-100%$1.1M———
Curio Wealth, LLC
N/A—5,289-5,289-100%$1.1M———
Legacy Financial Advisors, Inc.
N/A—5,229-5,229-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—5,198-5,198-100%$1.1M———
Holderness Investments Co
N/A—5,145-5,145-100%$1.1M———
Spirepoint Private Client, LLC
N/A—5,123-5,123-100%$1.1M———
West Family Investments, Inc.
N/A—5,078-5,078-100%$1.1M———
Brevan Howard Capital Management LP
N/A—5,005-5,005-100%$1.0M———
Fullerton Fund Management Co Ltd.
N/A—5,000-5,000-100%$1.0M———
Westwood Holdings Group Inc
N/A—4,971-4,971-100%$1.0M———
Colonial Trust Advisors
N/A—4,958-4,958-100%$1.0M———
Callan Family Office, LLC
N/A—4,899-4,899-100%$1.0M———
Peak Planning Group, LLC
N/A—4,673-4,673-100%$967.2K———
BlackDiamond Wealth Management, LLC
N/A—4,654-4,654-100%$981.0K———
Ruggaard & Associates LLC
N/A—4,520-4,520-100%$935.5K———
Calydon Capital
N/A—4,488-4,488-100%$928.9K———
Guardian Wealth Advisors, LLC / NC
N/A—4,461-4,461-100%$923.3K———
Cresset Asset Management, LLC
N/A—4,436-4,436-100%$918.1K———
GeoWealth Management, LLC
N/A—4,398-4,398-100%$910.2K———
Advisory Services Network, LLC
N/A—4,392-4,392-100%$909.0K———
Banque Cantonale Vaudoise
N/A—4,386-4,386-100%$908.0K———
Modern Wealth Management, LLC
N/A—4,360-4,360-100%$902.2K———
Advisors Asset Management, Inc.
N/A—4,226-4,226-100%$874.7K———
RWA Wealth Partners, LLC
N/A—4,025-4,025-100%$833.1K———
SCS Capital Management LLC
N/A—4,016-4,016-100%$831.2K———
Campbell & Co Investment Adviser LLC
N/A—4,005-4,005-100%$828.9K———
Colonial Trust Co / SC
N/A—4,000-4,000-100%$827.9K———
Benjamin Edwards Inc
N/A—3,956-3,956-100%$818.7K———
Fortune Financial Advisors, LLC
N/A—3,800-3,800-100%$786.5K———
Edgestream Partners, L.P.
N/A—3,728-3,728-100%$771.6K———
Drive Wealth Management, LLC
N/A—3,647-3,647-100%$754.7K———
Sollinda Capital Management LLC
N/A—3,557-3,557-100%$736.2K———
Kingsview Wealth Management, LLC
N/A—3,541-3,541-100%$732.9K———
Empowered Funds, LLC
N/A—3,491-3,491-100%$722.5K———
Fiduciary Trust Co
N/A—3,477-3,477-100%$719.6K———
Huntington National Bank
N/A—3,447-3,447-100%$713.4K———
Bristol Gate Capital Partners Inc.
N/A—3,397-3,397-100%$703.2K———
Harbour Investments, Inc.
N/A—3,314-3,314-100%$685.9K———
Gateway Wealth Partners, LLC
N/A—3,284-3,284-100%$679.7K———
EP Wealth Advisors, LLC
N/A—3,281-3,281-100%$679.1K———
BFC Planning, Inc.
N/A—3,213-3,213-100%$664.9K———
SEI Investments Co
N/A—3,186-3,186-100%$659.4K———
Pursuit Wealth Strategies, LLC
N/A—3,180-3,180-100%$658.2K———
Glenmede Trust Co NA
N/A—3,101-3,101-100%$641.8K———
GQG Partners LLC
N/A—3,059-3,059-100%$633.1K———
OneAscent Family Office, LLC
N/A—3,044-3,044-100%$630.0K———
Prosperity Consulting Group, LLC
N/A—3,002-3,002-100%$621.3K———
Pure Financial Advisors, LLC
N/A—2,952-2,952-100%$610.9K———
Waterloo Capital, L.P.
N/A—2,878-2,878-100%$595.7K———
Fortress Private Ledger, LLC
N/A—2,817-2,817-100%$583.0K———
Guggenheim Capital LLC
N/A—2,816-2,816-100%$582.8K———
Seeds Investor LLC
N/A—2,779-2,779-100%$575.1K———
Private Advisor Group, LLC
N/A—2,767-2,767-100%$572.6K———
Argent Trust Co
N/A—2,767-2,767-100%$572.7K———
Smartleaf Asset Management LLC
N/A—2,753-2,753-100%$564.0K———
Groupe la Francaise
N/A—2,707-2,707-100%$560.3K———
Hexagon Capital Partners LLC
N/A—2,681-2,681-100%$554.9K———
Coldstream Capital Management Inc
N/A—2,648-2,648-100%$548.0K———
Howe & Rusling Inc
N/A—2,643-2,643-100%$547.0K———
Hemenway Trust Co LLC
N/A—2,640-2,640-100%$546.4K———
Riverview Trust Co
N/A—2,614-2,614-100%$541.0K———
Empower Advisory Group, LLC
N/A—2,530-2,530-100%$523.6K———
Basecamp Wealth Advisors LLC
N/A—2,511-2,511-100%$519.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,499-2,499-100%$515.6K———
Vanguard Portfolio Management LLC
N/A—2,451-2,451-100%$507.5K———
Lowe Brockenbrough & Co Inc
N/A—2,450-2,450-100%$507.1K———
CVA Family Office, LLC
N/A—2,423-2,423-100%$501.5K———
Z3 Capital Partners, LLC
N/A—2,422-2,422-100%$501.3K———
Core Capital Management & Research, inc.
N/A—2,415-2,415-100%$492.7K———
Phillips Wealth Planners LLC
N/A—2,382-2,382-100%$498.0K———
Price T Rowe Associates Inc
N/A—2,290-2,290-100%$474.0K———
Pinebridge Investments LLC
N/A—2,223-2,223-100%$652.9K———
Centaurus Financial, Inc.
N/A—2,207-2,207-100%$457.0K———
Lbmc Investment Advisors, LLC
N/A—2,176-2,176-100%$450.4K———
Foundations Investment Advisors, LLC
N/A—2,175-2,175-100%$450.2K———
Fiduciary Group, LLC
N/A—2,165-2,165-100%$448.0K———
W1m Asset Management Ltd
N/A—2,144-2,144-100%$443.8K———
EFG International AG
N/A—2,136-2,136-100%$440.2K———
Fiduciary Wealth Partners, LLC
N/A—2,097-2,097-100%$434.0K———
Legacy Capital Group California, Inc.
N/A—2,064-2,064-100%$427.2K———
Western Wealth Management, LLC
N/A—2,051-2,051-100%$424.4K———
Fortis Capital Management LLC
N/A—2,039-2,039-100%$422.0K———
Carr Financial Group Corp
N/A—2,014-2,014-100%$416.8K———
Peak Asset Management, LLC
N/A—2,000-2,000-100%$413.9K———
Southeast Asset Advisors, LLC
N/A—2,000-2,000-100%$413.9K———
Daiichi Life Insurance Co., Ltd.
N/A—2,000-2,000-100%$413.9K———
Composition Wealth, LLC
N/A—1,970-1,970-100%$407.8K———
Choate Investment Advisors
N/A—1,905-1,905-100%$394.3K———
Fortis Capital Advisors, LLC
N/A—1,878-1,878-100%$388.7K———
Belpointe Asset Management LLC
N/A—1,878-1,878-100%$388.7K———
Alerus Financial NA
N/A—1,854-1,854-100%$383.7K———
Promethos Capital, LLC
N/A—1,800-1,800-100%$372.5K———
Ameritas Advisory Services, LLC
N/A—1,785-1,785-100%$369.4K———
Arkos Global Advisors
N/A—1,780-1,780-100%$368.0K———
Dorsey & Whitney Trust Co LLC
N/A—1,771-1,771-100%$366.5K———
Bank OZK
N/A—1,766-1,766-100%$365.5K———
Silver OAK Securities, Incorporated
N/A—1,761-1,761-100%$364.5K———
Schonfeld Strategic Advisors LLC
N/A—1,727-1,727-100%$357.4K———
Mattson Financial Services, LLC
N/A—1,718-1,718-100%$371.2K———
Transamerica Financial Advisors, LLC
N/A—1,655-1,655-100%$342.6K———
Brown Financial Advisors
N/A—1,641-1,641-100%$339.6K———
Axis Wealth Partners, LLC
N/A—1,603-1,603-100%$331.8K———
Tower Wealth Partners, Inc.
N/A—1,588-1,588-100%$328.7K———
WealthShield Partners, LLC
N/A—1,577-1,577-100%$326.4K———
HighPoint Advisor Group LLC
N/A—1,541-1,541-100%$318.9K———
OneDigital Investment Advisors LLC
N/A—1,510-1,510-100%$312.6K———
Becker Capital Management Inc
N/A—1,500-1,500-100%$310.5K———
Rather & Kittrell, Inc.
N/A—1,491-1,491-100%$308.6K———
Koss-Olinger Consulting, LLC
N/A—1,472-1,472-100%$304.7K———
Keel Point, LLC
N/A—1,467-1,467-100%$303.5K———
Red Door Wealth Management, LLC
N/A—1,451-1,451-100%$300.3K———
Transcend Capital Advisors, LLC
N/A—1,448-1,448-100%$299.7K———
Freestone Capital Holdings, LLC
N/A—1,422-1,422-100%$294.3K———
Evolve Private Wealth, LLC
N/A—1,410-1,410-100%$291.9K———
Beto Financial Group, LLC
N/A—1,404-1,404-100%$295.4K———
AE Wealth Management LLC
N/A—1,396-1,396-100%$289.0K———
Flputnam Investment Management Co
N/A—1,388-1,388-100%$287.2K———
Iron Gate Global Advisors LLC
N/A—1,381-1,381-100%$285.8K———
Parsonex Advisory Services, Inc.
N/A—1,378-1,378-100%$285.2K———
Nwam LLC
N/A—1,353-1,353-100%$280.0K———
Mutual Advisors, LLC
N/A—1,339-1,339-100%$277.2K———
PFG Investments, LLC
N/A—1,336-1,336-100%$276.5K———
New Republic Capital, LLC
N/A—1,334-1,334-100%$276.1K———
Bradley Foster & Sargent Inc
N/A—1,297-1,297-100%$268.4K———
Reliant Investment Partners, LLC
N/A—1,295-1,295-100%$268.0K———
NorthRock Partners, LLC
N/A—1,292-1,292-100%$267.4K———
Voleon Capital Management LP
N/A—1,271-1,271-100%$263.1K———
Rehmann Capital Advisory Group
N/A—1,254-1,254-100%$259.5K———
Rothschild Investment LLC
N/A—1,250-1,250-100%$258.7K———
Hilltop Wealth Advisors, LLC
N/A—1,240-1,240-100%$256.6K———
Proactive Wealth Strategies LLC
N/A—1,230-1,230-100%$254.5K———
Cullen Capital Management, LLC
N/A—1,215-1,215-100%$251.5K———
Advisors Capital Management, LLC
N/A—1,215-1,215-100%$251.5K———
SG Americas Securities, LLC
N/A—1,212-1,212-100%$251.0K———
Jackson Thornton Wealth Management, LLC
N/A—1,211-1,211-100%$250.6K———
Cambria Investment Management, L.P.
N/A—1,206-1,206-100%$249.6K———
EWA, LLC
N/A—1,205-1,205-100%$249.5K———
Bluebird Wealth Management LLC
N/A—1,200-1,200-100%$248.4K———
CarsonAllaria Wealth Management, Ltd.
N/A—1,164-1,164-100%$240.9K———
Flatrock Wealth Partners LLC
N/A—1,161-1,161-100%$240.3K———
Advisory Alpha, LLC
N/A—1,150-1,150-100%$238.0K———
Johnson Investment Counsel Inc
N/A—1,144-1,144-100%$236.8K———
Resurgent Financial Advisors LLC
N/A—1,143-1,143-100%$236.6K———
Stratos Wealth Partners, Ltd.
N/A—1,116-1,116-100%$231.2K———
Cary Street Partners Investment Advisory LLC
N/A—1,097-1,097-100%$227.0K———
Permanens Capital L.P.
N/A—1,087-1,087-100%$225.0K———
Wealth Alliance, LLC
N/A—1,081-1,081-100%$223.8K———
Evercore Wealth Management, LLC
N/A—1,076-1,076-100%$222.7K———
National Philanthropic Trust
N/A—1,056-1,056-100%$218.6K———
Fairview Capital Investment Management, LLC
N/A—1,010-1,010-100%$209.0K———
Ancora Advisors LLCA
N/A—1,000-1,000-100%$207.0K———
Capital Advisors Inc
N/A—993-993-100%$205.5K———
GFI Investment Counsel Ltd.
N/A—989-989-100%$204.4K———
Rowlandmiller & Partners.adv
N/A—807-807-100%$167.0K———
LOM Asset Management Ltd
N/A—730-730-100%$214.4K———
Corient IA LP
N/A—700-700-100%$144.9K———
SHP Wealth Management
N/A—664-664-100%$137.4K———
Bruce G. Allen Investments, LLC
N/A—656-656-100%$135.8K———
Erste Asset Management GmbH
N/A—600-600-100%$122.9K———
Heritage Wealth Advisors
N/A—600-600-100%$124.2K———
Strategic Wealth Partners, Ltd.
N/A—548-548-100%$113.4K———
Avalon Trust Co
N/A—500-500-100%$103.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—497-497-100%$102.8K———
Providence Capital Advisors, LLC
N/A—463-463-100%$95.8K———
Ogorek Anthony Joseph
N/A—425-425-100%$87———
IFG Advisory, LLC
N/A—394-394-100%$81.5K———
HM Payson & Co
N/A—376-376-100%$77.8K———
Caldwell Sutter Capital, Inc.
N/A—375-375-100%$77.6K———
Park Place Capital Corp
N/A—344-344-100%$71.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—307-307-100%$63.6K———
Crews Bank & Trust
N/A—302-302-100%$62.5K———
Bartlett & Co. Wealth Management LLC
N/A—300-300-100%$62.1K———
Capital Analysts, LLC
N/A—274-274-100%$57.0K———
Keating Financial Advisory Services, Inc.
N/A—226-226-100%$46.8K———
Harvest Fund Management Co., Ltd
N/A—218-218-100%$45.0K———
Cornerstone Financial Management LLC
N/A—212-212-100%$43.9K———
Tiaa Wealth Investment Management LLC
N/A—212-212-100%$43.5K———
Kilter Group LLC
N/A—193-193-100%$39.9K———
Hollencrest Capital Management
N/A—184-184-100%$38.1K———
Continuum Advisory, LLC
N/A—161-161-100%$33.3K———
Penserra Capital Management LLC
N/A—151-151-100%$18.0K———
Highland Investment Advisors LLC
N/A—150-150-100%$31.0K———
BNP Paribas
N/A—148-148-100%$30.6K———
BOK Financial Private Wealth, Inc.
N/A—137-137-100%$28.4K———
Fourth Dimension Wealth, LLC
N/A—130-130-100%$26.9K———
Fiduciary Financial Advisors
N/A—92-92-100%$18.8K———
JPL Wealth Management, LLC
N/A—71-71-100%$14.7K———
Crewe Advisors LLC
N/A—68-68-100%$14.1K———
LRI Investments, LLC
N/A—61-61-100%$12.6K———
Glen Eagle Advisors, LLC
N/A—60-60-100%$12.4K———
SouthState Bank Corp
N/A—47-47-100%$9.7K———
Front Row Advisors LLC
N/A—40-40-100%$8.4K———
Raffa Wealth Management, LLC
N/A—36-36-100%$7.5K———
HHM Wealth Advisors, LLC
N/A—36-36-100%$7.5K———
Dogwood Wealth Management LLC
N/A—31-31-100%$6.4K———
Park Square Financial Group, LLC
N/A—31-31-100%$6.4K———
Aventura Private Wealth, LLC
N/A—26-26-100%$5.4K———
Private Wealth Asset Management, LLC
N/A—26-26-100%$5.4K———
FWL Investment Management, LLC
N/A—26-26-100%$5.4K———
Nova Wealth Management, Inc.
N/A—25-25-100%$5.2K———
Frazier Financial Advisors, LLC
N/A—23-23-100%$4.8K———
Marshall Investment Management, LLC
N/A—22-22-100%$4.6K———
Godfrey Financial Associates, Inc.
N/A—18-18-100%$3.7K———
Vanguard National Trust Co
N/A—14-14-100%$2.9K———
Horizon Investments, LLC
N/A—12-12-100%$2.5K———
Sittner & Nelson, LLC
N/A—11-11-100%$2.3K———
Silicon Valley Capital Partners
N/A—10-10-100%$2.1K———
Caitlin John, LLC
N/A—7-7-100%$1.4K———
Dunhill Financial, LLC
N/A—4-4-100%$833———
Quarry LP
N/A—4-4-100%$828———
Millstone Evans Group, LLC
N/A—3-3-100%$621———
Peak6 LLC
N/A—3-3-100%$605———
Walleye Capital LLC
N/A—1-1-100%$207———
Showing 1036 of 1036 institutions