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Rubrik Inc (RBRK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares2,827,066 from 2,875,284
Change-48,218 (-2%)
Value$323.7M (+$92.8M)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares1,543,486 from 2,368,281
Change-824,795 (-35%)
Value$176.7M (-$13.2M)
Filed 2026-11-03
Congress Asset Management Co
INCREASED
Shares715,550 from 539,684
Change+175,866 (+33%)
Value$81.9M (+$38.6M)
Filed 2026-10-06
Fiera Capital Corp
INCREASED
Shares711,653 from 698,874
Change+12,779 (+2%)
Value$81.5M (+$25.4M)
Filed 2026-11-06
Amundi
DECREASED
Shares664,341 from 775,148
Change-110,807 (-14%)
Value$76.0M (+$13.8M)
Filed 2026-11-06
Squarepoint Ops LLC
DECREASED
Shares647,000 from 647,337
Change-337 (0%)
Value$74.1M (+$22.1M)
Filed 2026-11-09
Deutsche Bank Ag\
INCREASED
Shares609,950 from 352,685
Change+257,265 (+73%)
Value$69.8M (+$41.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares608,296 from 615,973
Change-7,677 (-1%)
Value$69.6M (+$20.2M)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares552,295 from 786,511
Change-234,216 (-30%)
Value$63.2M (+$80.1K)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares377,840 from 62,609
Change+315,231 (+503%)
Value$43.3M (+$38.2M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares376,774
Change+376,774
Value$43.5M
Filed 2026-11-04
Baillie Gifford & Co
DECREASED
Shares373,222 from 388,021
Change-14,799 (-4%)
Value$42.7M (+$11.6M)
Filed 2026-11-09
Acadian Asset Management LLC
INCREASED
Shares351,776 from 38,345
Change+313,431 (+817%)
Value$40.2K (-$3.0M)
Filed 2026-11-09
DekaBank Deutsche Girozentrale
INCREASED
Shares321,600 from 58,365
Change+263,235 (+451%)
Value$37.2K (+$34.5K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares294,291 from 282,198
Change+12,093 (+4%)
Value$33.7M (+$11.0M)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares276,186 from 55,686
Change+220,500 (+396%)
Value$31.6M (+$27.2M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares178,385 from 230,497
Change-52,112 (-23%)
Value$20.4M (+$1.9M)
Filed 2026-11-09
Citigroup Inc
DECREASED
Shares161,304 from 184,429
Change-23,125 (-13%)
Value$18.5M (+$3.7M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares128,416 from 117,902
Change+10,514 (+9%)
Value$13.9M (+$5.0M)
Filed 2026-10-13
Creative Planning
INCREASED
Shares125,605 from 98,091
Change+27,514 (+28%)
Value$14.4M (+$6.5M)
Filed 2026-11-02
Covea Finance
INCREASED
Shares118,700 from 76,600
Change+42,100 (+55%)
Value$13.6M (+$7.4M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares117,345 from 114,235
Change+3,110 (+3%)
Value$13.4M (+$4.3M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares111,924 from 116,358
Change-4,434 (-4%)
Value$12.8M (+$3.5M)
Filed 2026-11-05
iA Global Asset Management Inc.
NEW
Shares105,190
Change+105,190
Value$12.0K
Filed 2026-10-29
Natixis
DECREASED
Shares100,772 from 163,674
Change-62,902 (-38%)
Value$11.5M (-$1.6M)
Filed 2026-11-06
Asset Management One Co., Ltd.
DECREASED
Shares91,760 from 98,464
Change-6,704 (-7%)
Value$10.5M (+$2.6M)
Filed 2026-10-27
Robocap Asset Management Ltd
DECREASED
Shares77,519 from 78,781
Change-1,262 (-2%)
Value$8.9M (+$2.5M)
Filed 2026-11-02
Diversify Wealth Management, LLC
DECREASED
Shares76,716 from 81,103
Change-4,387 (-5%)
Value$9.1M (+$3.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares76,716 from 81,103
Change-4,387 (-5%)
Value$9.1M (+$3.0M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
UNCHANGED
Shares75,882 from 75,882
Change0 (0%)
Value$8.7M (+$2.6M)
Filed 2026-10-28
Nordea Investment Management AB
INCREASED
Shares71,873 from 56,268
Change+15,605 (+28%)
Value$8.3M (+$4.0M)
Filed 2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares67,218 from 70,456
Change-3,238 (-5%)
Value$7.7M (+$2.0M)
Filed 2026-11-09
Slow Capital, Inc.
DECREASED
Shares60,630 from 64,781
Change-4,151 (-6%)
Value$6.9M (+$1.7M)
Filed 2026-10-23
Renaissance Capital LLC
DECREASED
Shares58,513 from 79,061
Change-20,548 (-26%)
Value$6.7M (+$351.0K)
Filed 2026-10-23
Vontobel Holding Ltd.
DECREASED
Shares54,015 from 80,287
Change-26,272 (-33%)
Value$6.2M (-$262.3K)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares53,757 from 23,390
Change+30,367 (+130%)
Value$6.2M (+$4.5M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
INCREASED
Shares50,621 from 49,784
Change+837 (+2%)
Value$5.8M (+$1.8M)
Filed 2026-11-05
CenterBook Partners LP
NEW
Shares48,650
Change+48,650
Value$5.6M
Filed 2026-11-02
Assenagon Asset Management S.A.
DECREASED
Shares45,663 from 280,448
Change-234,785 (-84%)
Value$5.2M (-$17.3M)
Filed 2026-10-15
Handelsbanken Fonder AB
INCREASED
Shares45,600 from 44,400
Change+1,200 (+3%)
Value$5.2K (+$1.7K)
Filed 2026-11-09
Arizona State Retirement System
INCREASED
Shares44,402 from 42,187
Change+2,215 (+5%)
Value$5.1M (+$1.7M)
Filed 2026-11-03
Wealth Effects LLC
INCREASED
Shares44,287 from 44,197
Change+90 (+0%)
Value$5.1M (+$1.5M)
Filed 2026-10-23
Diversified Trust Co
INCREASED
Shares41,924 from 20,445
Change+21,479 (+105%)
Value$4.8M (+$3.2M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares39,254 from 36,237
Change+3,017 (+8%)
Value$4.5M (+$1.6M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares37,745 from 29,195
Change+8,550 (+29%)
Value$4.3K (-$2.3M)
Filed 2026-10-22
American International Group, Inc.
UNCHANGED
Shares36,478 from 36,478
Change0 (0%)
Value$4.2M (+$1.2M)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares35,981 from 46,755
Change-10,774 (-23%)
Value$4.1M (+$365.3K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares35,282 from 61,082
Change-25,800 (-42%)
Value$4.0M (-$864.9K)
Filed 2026-11-05
SP Asset Management LLC
DECREASED
Shares33,000 from 44,632
Change-11,632 (-26%)
Value$3.8M (+$194.5K)
Filed 2026-11-05
Virginia Retirement Systems ET Al
DECREASED
Shares32,400 from 35,000
Change-2,600 (-7%)
Value$3.7M (+$899.0K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares31,150 from 33,966
Change-2,816 (-8%)
Value$3.6M (+$839.0K)
Filed 2026-10-21
Zevenbergen Capital Investments LLC
DECREASED
Shares30,625 from 31,000
Change-375 (-1%)
Value$3.5M (+$1.0M)
Filed 2026-10-08
Money Concepts Capital Corp
DECREASED
Shares30,199 from 31,655
Change-1,456 (-5%)
Value$3.5M (+$915.6K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares29,152 from 28,513
Change+639 (+2%)
Value$3.3M (+$1.0M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares27,780 from 13,950
Change+13,830 (+99%)
Value$3.2M (+$2.1M)
Filed 2026-11-03
Alps Advisors Inc
DECREASED
Shares27,660 from 35,107
Change-7,447 (-21%)
Value$3.2M (+$347.9K)
Filed 2026-11-03
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares27,172 from 27,172
Change0 (0%)
Value$3.1M (+$929.0K)
Filed 2026-10-30
Oak Thistle LLC
INCREASED
Shares27,000 from 12,214
Change+14,786 (+121%)
Value$3.1M (+$2.1M)
Filed 2026-10-21
Bochk Asset Management Ltd
INCREASED
Shares26,800 from 300
Change+26,500 (+8833%)
Value$3.1M (+$3.0M)
Filed 2026-10-29
Alamar Capital Management, LLC
DECREASED
Shares25,545 from 26,620
Change-1,075 (-4%)
Value$2.9M (+$787.1K)
Filed 2026-11-02
Stablepoint Partners, LLC
DECREASED
Shares22,821 from 26,811
Change-3,990 (-15%)
Value$2.6M (+$459.9K)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares22,638 from 25,652
Change-3,014 (-12%)
Value$2.6M (+$532.0K)
Filed 2026-10-08
Xponance LLC
DECREASED
Shares21,036 from 21,300
Change-264 (-1%)
Value$2.4M (+$698.0K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares21,001 from 18,493
Change+2,508 (+14%)
Value$2.7M (+$1.4M)
Filed 2026-10-27
Keybank National Association
INCREASED
Shares19,396 from 16,002
Change+3,394 (+21%)
Value$2.2M (+$935.6K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares19,309 from 10,241
Change+9,068 (+89%)
Value$2.2M (+$1.4M)
Filed 2026-10-23
MacKenzie Financial Corp
INCREASED
Shares18,690 from 9,246
Change+9,444 (+102%)
Value$2.1M (+$1.4M)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares18,685 from 27,754
Change-9,069 (-33%)
Value$2.1M (-$89.2K)
Filed 2026-11-04
Fulcrum Asset Management LLP
NEW
Shares17,810
Change+17,810
Value$2.0M
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares17,804 from 17,333
Change+471 (+3%)
Value$2.1M (+$745.2K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares16,643 from 13,148
Change+3,495 (+27%)
Value$1.9M (+$849.6K)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares16,479 from 29,284
Change-12,805 (-44%)
Value$1.9M (-$464.6K)
Filed 2026-11-04
Royal Fund Management, LLC
DECREASED
Shares15,900 from 17,515
Change-1,615 (-9%)
Value$1.8M (+$414.0K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares15,800 from 16,200
Change-400 (-2%)
Value$1.8M (+$508.1K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares15,643 from 13,961
Change+1,682 (+12%)
Value$1.8M (+$669.9K)
Filed 2026-11-02
Wedmont Private Capital
DECREASED
Shares15,351 from 16,054
Change-703 (-4%)
Value$1.9M (+$501.1K)
Filed 2026-10-09
Calamos Advisors LLC
NEW
Shares14,902
Change+14,902
Value$1.7M
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares14,254 from 16,869
Change-2,615 (-15%)
Value$1.6M (+$277.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares14,164 from 11,761
Change+2,403 (+20%)
Value$1.6M (+$677.2K)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
INCREASED
Shares14,136 from 7,624
Change+6,512 (+85%)
Value$1.6M (+$1.0M)
Filed 2026-10-27
Waldron Private Wealth LLC
UNCHANGED
Shares14,041 from 14,041
Change0 (0%)
Value$1.6M (+$480.1K)
Filed 2026-11-02
FNY Investment Advisers, LLC
INCREASED
Shares14,000 from 9,677
Change+4,323 (+45%)
Value$1.6K (+$826)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,894 from 14,690
Change-796 (-5%)
Value$1.6K (-$1.2M)
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares13,594 from 7,211
Change+6,383 (+89%)
Value$1.6M (+$977.2K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares13,241 from 11,544
Change+1,697 (+15%)
Value$1.6M (+$576.2K)
Filed 2026-10-13
Norden Group LLC
INCREASED
Shares13,114 from 12,033
Change+1,081 (+9%)
Value$1.5M (+$535.2K)
Filed 2026-10-20
Smith Group Asset Management, LLC
DECREASED
Shares12,564 from 13,247
Change-683 (-5%)
Value$1.4M (+$374.7K)
Filed 2026-10-27
Quent Capital, LLC
INCREASED
Shares12,388 from 12,324
Change+64 (+1%)
Value$1.3M (+$320.7K)
Filed 2026-11-09
Kornitzer Capital Management Inc
NEW
Shares12,000
Change+12,000
Value$1.4M
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares11,959
Change+11,959
Value$1.4M
Filed 2026-10-27
Stableford Capital II LLC
NEW
Shares11,241
Change+11,241
Value$1.3M
Filed 2026-10-09
Smart Wealth LLC
NEW
Shares10,680
Change+10,680
Value$1.2M
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares10,677 from 8,823
Change+1,854 (+21%)
Value$1.2M (+$513.9K)
Filed 2026-11-02
Creative Financial Designs Inc
NEW
Shares10,573
Change+10,573
Value$1.2M
Filed 2026-11-04
Swiss Life Asset Management Ltd
INCREASED
Shares10,562 from 10,237
Change+325 (+3%)
Value$1.2M (+$387.2K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares10,340 from 10,327
Change+13 (+0%)
Value$830.1K (+$1.0K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares10,110 from 12,599
Change-2,489 (-20%)
Value$1.2M (+$145.8K)
Filed 2026-10-16
Curated Wealth Partners LLC
NEW
Shares10,069
Change+10,069
Value$1.2M
Filed 2026-10-15
Impact Partnership Wealth, LLC
INCREASED
Shares10,022 from 8,097
Change+1,925 (+24%)
Value$1.1M (+$497.2K)
Filed 2026-11-09
Perigon Wealth Management, LLC
INCREASED
Shares9,855 from 9,425
Change+430 (+5%)
Value$1.1M (+$371.5K)
Filed 2026-10-22
Amalgamated Bank
INCREASED
Shares9,822 from 9,756
Change+66 (+1%)
Value$1.1K (-$781.9K)
Filed 2026-10-23
Machina Capital S.A.S.
DECREASED
Shares9,601 from 11,466
Change-1,865 (-16%)
Value$1.1M (+$178.5K)
Filed 2026-11-05
Cache Advisors, LLC
NEW
Shares9,539
Change+9,539
Value$1.1M
Filed 2026-10-16
China Universal Asset Management Co., Ltd.
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$1.1M (+$327.7K)
Filed 2026-10-28
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares9,300 from 18,000
Change-8,700 (-48%)
Value$1.1M (-$98.7K)
Filed 2026-11-09
Parcion Private Wealth LLC
INCREASED
Shares9,297 from 7,910
Change+1,387 (+18%)
Value$1.1M (+$429.2K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares9,150 from 4,675
Change+4,475 (+96%)
Value$1.0M (+$672.1K)
Filed 2026-10-23
Gibbs Wealth Management
DECREASED
Shares8,959 from 10,692
Change-1,733 (-16%)
Value$1.0M (+$167.2K)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares8,935 from 8,288
Change+647 (+8%)
Value$1.0M (+$357.4K)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED
Shares8,798 from 1,322
Change+7,476 (+566%)
Value$1.0M (+$906.5K)
Filed 2026-11-06
Jackson Creek Investment Advisors LLC
DECREASED
Shares8,570 from 12,730
Change-4,160 (-33%)
Value$981 (+$60)
Filed 2026-11-04
Portside Wealth Group, LLC
DECREASED
Shares8,508 from 9,332
Change-824 (-9%)
Value$973.9K (+$224.7K)
Filed 2026-10-20
Inspire Investing, LLC
DECREASED
Shares8,468 from 11,970
Change-3,502 (-29%)
Value$969.3K (+$8.4K)
Filed 2026-10-22
Register Financial Advisors LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$915.8K (+$273.5K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares7,672 from 18,709
Change-11,037 (-59%)
Value$952.4K (-$549.4K)
Filed 2026-11-04
Themes Management Co LLC
INCREASED
Shares7,493 from 3,447
Change+4,046 (+117%)
Value$857.7K (+$581.0K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares7,139 from 6,191
Change+948 (+15%)
Value$817.2K (+$320.2K)
Filed 2026-11-06
Optimist Retirement Group LLC
UNCHANGED
Shares6,724 from 6,724
Change0 (0%)
Value$769.7K (+$229.9K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares6,561 from 5,498
Change+1,063 (+19%)
Value$751.0K (+$309.7K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
DECREASED
Shares6,311 from 9,123
Change-2,812 (-31%)
Value$722.4K (-$10.0K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares6,027 from 4,640
Change+1,387 (+30%)
Value$689.9K (+$317.4K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
NEW
Shares5,911
Change+5,911
Value$676.6K
Filed 2026-10-06
Pittenger & Anderson Inc
INCREASED
Shares5,852 from 5,816
Change+36 (+1%)
Value$669.9K (+$203.0K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares5,767 from 4,179
Change+1,588 (+38%)
Value$660 (-$334.3K)
Filed 2026-10-26
VestGen Advisors, LLC
INCREASED
Shares5,731 from 4,086
Change+1,645 (+40%)
Value$656.0K (+$328.0K)
Filed 2026-10-27
Perpetual Ltd
DECREASED
Shares5,705 from 8,150
Change-2,445 (-30%)
Value$653.1K (-$1.2K)
Filed 2026-10-13
Green Alpha Advisors, LLC
INCREASED
Shares5,650 from 5,586
Change+64 (+1%)
Value$646.8K (+$198.3K)
Filed 2026-10-08
Nykredit A/S
UNCHANGED
Shares5,586 from 5,586
Change0 (0%)
Value$639.4K (+$191.0K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares5,498 from 4,092
Change+1,406 (+34%)
Value$629.4K (+$300.9K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares5,491 from 4,894
Change+597 (+12%)
Value$628.6K (+$235.7K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares5,457 from 5,329
Change+128 (+2%)
Value$624.7K (+$196.9K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares5,311 from 3,685
Change+1,626 (+44%)
Value$607.9K (+$314.7K)
Filed 2026-10-08
Partners Wealth Management, LLC
NEW
Shares5,309
Change+5,309
Value$607.7K
Filed 2026-10-28
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares5,186 from 4,498
Change+688 (+15%)
Value$593.6K (+$232.5K)
Filed 2026-11-02
MBL Wealth, LLC
NEW
Shares5,098
Change+5,098
Value$583.6K
Filed 2026-10-22
IvyRock Asset Management (HK) Ltd
NEW
Shares5,000
Change+5,000
Value$572.4K
Filed 2026-11-06
SLT Holdings LLC
INCREASED
Shares5,000 from 4,400
Change+600 (+14%)
Value$572.4K (+$219.1K)
Filed 2026-10-15
CIBC Asset Management Inc
UNCHANGED
Shares4,867 from 4,867
Change0 (0%)
Value$557.1K (+$166.4K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
INCREASED
Shares4,857 from 3,905
Change+952 (+24%)
Value$556.0K (+$242.5K)
Filed 2026-11-06
North Dakota State Investment Board
INCREASED
Shares4,747 from 4,251
Change+496 (+12%)
Value$543.4K (+$202.1K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares4,712 from 3,076
Change+1,636 (+53%)
Value$539.4K (+$292.4K)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$539 (-$377.5K)
Filed 2026-11-03
Riversedge Advisors, LLC
INCREASED
Shares4,693 from 4,159
Change+534 (+13%)
Value$537.2K (+$203.3K)
Filed 2026-10-09
Brookstone Capital Management
NEW
Shares4,649
Change+4,649
Value$532.2K
Filed 2026-10-22
JAG Capital Management, LLC
NEW
Shares4,536
Change+4,536
Value$519.2K
Filed 2026-11-06
Soltis Investment Advisors LLC
INCREASED
Shares4,502 from 3,396
Change+1,106 (+33%)
Value$515.3K (+$242.7K)
Filed 2026-10-28
WoodTrust Financial Corp
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$515 (-$360.5K)
Filed 2026-10-09
Three Bridge Wealth Advisors, LLC
INCREASED
Shares4,472 from 4,464
Change+8 (+0%)
Value$511.9K (+$153.5K)
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares4,426 from 3,152
Change+1,274 (+40%)
Value$506.6K (+$253.6K)
Filed 2026-10-14
QTR Family Wealth, LLC
DECREASED
Shares4,392 from 5,377
Change-985 (-18%)
Value$502.8K (+$71.1K)
Filed 2026-11-02
West Family Investments, Inc.
DECREASED
Shares4,317 from 4,339
Change-22 (-1%)
Value$494.2K (+$145.8K)
Filed 2026-11-09
South Shore Capital Advisors
INCREASED
Shares4,246 from 3,891
Change+355 (+9%)
Value$486.0K (+$173.7K)
Filed 2026-10-20
Axxion S.A.
INCREASED
Shares4,116 from 3,669
Change+447 (+12%)
Value$471.2K (+$176.6K)
Filed 2026-10-22
Ritholtz Wealth Management
NEW
Shares4,086
Change+4,086
Value$467.7K
Filed 2026-11-05
Coldstream Capital Management Inc
DECREASED
Shares4,049 from 4,390
Change-341 (-8%)
Value$463.5K (+$111.1K)
Filed 2026-11-09
Straight Path Wealth Management
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$460.2K (+$137.4K)
Filed 2026-10-23
Sugar Maple Asset Management, LLC
DECREASED
Shares4,000 from 5,500
Change-1,500 (-27%)
Value$457.9K (+$16.3K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
NEW
Shares3,792
Change+3,792
Value$434.1K
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares3,792 from 3,309
Change+483 (+15%)
Value$434.1K (+$168.5K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares3,755 from 3,741
Change+14 (+0%)
Value$429.8K (+$129.5K)
Filed 2026-11-05
Private Advisory Group LLC
DECREASED
Shares3,618 from 3,641
Change-23 (-1%)
Value$414.2K (+$121.9K)
Filed 2026-11-06
LeConte Wealth Management, LLC
DECREASED
Shares3,616 from 3,678
Change-62 (-2%)
Value$413.9K (+$118.7K)
Filed 2026-10-20
Wealthfront Advisers LLC
DECREASED
Shares3,489 from 3,858
Change-369 (-10%)
Value$399.4K (+$89.7K)
Filed 2026-11-09
R Squared Ltd
NEW
Shares3,473
Change+3,473
Value$397.6K
Filed 2026-11-06
Balefire, LLC
DECREASED
Shares3,472 from 4,288
Change-816 (-19%)
Value$397.4K (+$53.2K)
Filed 2026-10-09
Northwest Wealth Management, LLC
INCREASED
Shares3,418 from 2,872
Change+546 (+19%)
Value$391.3K (+$160.7K)
Filed 2026-10-30
SteelPeak Wealth, LLC
NEW
Shares3,412
Change+3,412
Value$390.6K
Filed 2026-10-16
Ethic Inc.
NEW
Shares3,301
Change+3,301
Value$377.9K
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
NEW
Shares3,252
Change+3,252
Value$372.3K
Filed 2026-10-09
Moors & Cabot, Inc.
DECREASED
Shares3,220 from 3,270
Change-50 (-2%)
Value$368.6K (+$106.1K)
Filed 2026-11-06
Motley Fool Asset Management LLC
INCREASED
Shares3,218 from 2,972
Change+246 (+8%)
Value$368.4K (+$129.8K)
Filed 2026-10-27
SYM Financial Corp
INCREASED
Shares3,173 from 2,560
Change+613 (+24%)
Value$363.2K (+$157.7K)
Filed 2026-10-26
Facet Wealth, Inc.
INCREASED
Shares3,104 from 2,906
Change+198 (+7%)
Value$355.3K (+$122.0K)
Filed 2026-11-04
Drive Wealth Management, LLC
DECREASED
Shares3,094 from 4,895
Change-1,801 (-37%)
Value$354.1K (-$38.8K)
Filed 2026-11-09
Left Brain Wealth Management, LLC
DECREASED
Shares3,010 from 5,250
Change-2,240 (-43%)
Value$344.6K (-$76.9K)
Filed 2026-10-28
Corps Capital Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$343.4K (+$102.6K)
Filed 2026-11-05
LifeGoal Investments, LLC
NEW
Shares2,937
Change+2,937
Value$336.2K
Filed 2026-10-09
Wedbush Securities Inc
NEW
Shares2,860
Change+2,860
Value$327
Filed 2026-10-22
Moody Aldrich Partners LLC
NEW
Shares2,834
Change+2,834
Value$324.4K
Filed 2026-10-27
Americana Partners, LLC
NEW
Shares2,831
Change+2,831
Value$324.1K
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares2,806 from 1,852
Change+954 (+52%)
Value$321.2K (+$172.5K)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,793 from 2,777
Change+16 (+1%)
Value$319.7K (+$96.8K)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares2,793 from 2,777
Change+16 (+1%)
Value$319.7K (+$96.8K)
Filed 2026-10-20
Values First Advisors, Inc.
DECREASED
Shares2,724 from 2,765
Change-41 (-1%)
Value$311.8K (+$89.8K)
Filed 2026-10-23
1900 Wealth Management LLC
NEW
Shares2,702
Change+2,702
Value$309.3K
Filed 2026-10-13
Haven Private, LLC
DECREASED
Shares2,692 from 3,223
Change-531 (-16%)
Value$308.2K (+$49.4K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED
Shares2,674 from 4,584
Change-1,910 (-42%)
Value$306.1K (-$61.9K)
Filed 2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED
Shares2,650 from 4,110
Change-1,460 (-36%)
Value$303.3K (-$26.6K)
Filed 2026-10-27
Truefg, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$297.6K (+$88.9K)
Filed 2026-10-15
Whalen Wealth Management Inc.
NEW
Shares2,578
Change+2,578
Value$295.1K
Filed 2026-10-08
Family Wealth Partners, LLC
NEW
Shares2,560
Change+2,560
Value$293.0K
Filed 2026-10-20
Jefferies Financial Group Inc.
NEW
Shares2,537
Change+2,537
Value$290.4K
Filed 2026-11-05
Legacy Financial Advisors, Inc.
NEW
Shares2,531
Change+2,531
Value$289.7K
Filed 2026-11-09
Bison Wealth, LLC
NEW
Shares2,517
Change+2,517
Value$302.1K
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares2,517 from 2,457
Change+60 (+2%)
Value$288.1K (+$90.9K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares2,510
Change+2,510
Value$287.3K
Filed 2026-10-21
Belpointe Asset Management LLC
NEW
Shares2,490
Change+2,490
Value$285.0K
Filed 2026-11-09
Investment Research Partners LLC
DECREASED
Shares2,478 from 2,606
Change-128 (-5%)
Value$283.7K (+$74.4K)
Filed 2026-10-19
Capstone Wealth Management, LLC
NEW
Shares2,459
Change+2,459
Value$281.5K
Filed 2026-11-02
Simplicity Wealth,LLC
NEW
Shares2,458
Change+2,458
Value$281.4K
Filed 2026-10-23
Mainsail Asset Management, LLC
DECREASED
Shares2,448 from 2,919
Change-471 (-16%)
Value$308.0K (+$77.4K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares2,445 from 2,381
Change+64 (+3%)
Value$279.9K (+$88.7K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW
Shares2,441
Change+2,441
Value$302.0K
Filed 2026-10-20
Avail Investment Partners, LLC
DECREASED
Shares2,421 from 2,544
Change-123 (-5%)
Value$277.1K (+$72.9K)
Filed 2026-10-16
Twelve Points Wealth Management LLC
DECREASED
Shares2,404 from 2,908
Change-504 (-17%)
Value$298.5K (+$65.0K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
NEW
Shares2,393
Change+2,393
Value$273.9K
Filed 2026-11-02
Aspiriant, LLC
NEW
Shares2,343
Change+2,343
Value$268.2K
Filed 2026-10-16
Compound Planning, Inc.
NEW
Shares2,337
Change+2,337
Value$267.5K
Filed 2026-11-09
Strs Ohio
DECREASED
Shares2,327 from 3,268
Change-941 (-29%)
Value$266.4K (+$4.0K)
Filed 2026-10-30
Rakuten Securities, Inc.
DECREASED
Shares2,314 from 25,652
Change-23,338 (-91%)
Value$264.9K (-$1.8M)
Filed 2026-11-02
Strategic Planning Group, LLC
NEW
Shares2,289
Change+2,289
Value$262.0K
Filed 2026-10-22
111 Capital
NEW
Shares2,252
Change+2,252
Value$257.8K
Filed 2026-11-03
Madrid Wealth Management, LLC
NEW
Shares2,242
Change+2,242
Value$256.6K
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares2,233 from 2,872
Change-639 (-22%)
Value$255.6K (+$25.0K)
Filed 2026-11-06
Plancorp, LLC
NEW
Shares2,193
Change+2,193
Value$272.3K
Filed 2026-11-03
Glenview Trust Co
NEW
Shares2,173
Change+2,173
Value$248.7K
Filed 2026-10-28
United Advisor Group, LLC
NEW
Shares2,160
Change+2,160
Value$247.3K
Filed 2026-11-03
Ascent Group, LLC
NEW
Shares2,111
Change+2,111
Value$241.6K
Filed 2026-10-30
Zinnia Wealth Advisory, LLC
NEW
Shares2,086
Change+2,086
Value$238.8K
Filed 2026-11-06
Thrive Wealth Management, LLC
NEW
Shares2,084
Change+2,084
Value$238.6K
Filed 2026-10-13
Forum Financial Management, LP
NEW
Shares2,019
Change+2,019
Value$231.1K
Filed 2026-10-16
LJI Wealth Management, LLC
NEW
Shares2,000
Change+2,000
Value$228.9K
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares1,969 from 6,564
Change-4,595 (-70%)
Value$225.4K (-$301.6K)
Filed 2026-10-15
Yousif Capital Management, LLC
NEW
Shares1,911
Change+1,911
Value$218.8K
Filed 2026-10-22
FSM Wealth Advisors, LLC
NEW
Shares1,904
Change+1,904
Value$230.2K
Filed 2026-10-27
1620 Investment Advisors, Inc.
INCREASED
Shares1,861 from 1,823
Change+38 (+2%)
Value$213.0K (+$66.7K)
Filed 2026-11-04
Able Wealth Management LLC
NEW
Shares1,833
Change+1,833
Value$224.9K
Filed 2026-10-13
MGO One Seven LLC
NEW
Shares1,829
Change+1,829
Value$209.4K
Filed 2026-10-28
Independent Financial Group, LLC
NEW
Shares1,805
Change+1,805
Value$206.6K
Filed 2026-10-13
waypoint wealth counsel
NEW
Shares1,788
Change+1,788
Value$204.7K
Filed 2026-10-22
Kaufman Rossin Wealth, LLC
NEW
Shares1,772
Change+1,772
Value$202.8K
Filed 2026-10-19
Nisa Investment Advisors, LLC
INCREASED
Shares1,728 from 1,085
Change+643 (+59%)
Value$197.8K (+$110.7K)
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares1,707 from 2,212
Change-505 (-23%)
Value$195.4K (+$17.8K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares1,575 from 365
Change+1,210 (+332%)
Value$180.3K (+$151.0K)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares1,504
Change+1,504
Value$172.2K
Filed 2026-10-09
CX Institutional
INCREASED
Shares1,403 from 1,393
Change+10 (+1%)
Value$161 (+$49)
Filed 2026-10-02
Triumph Capital Management
DECREASED
Shares1,328 from 1,928
Change-600 (-31%)
Value$152.0K (-$2.8K)
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$124.5K (+$37.2K)
Filed 2026-10-01
Albion Financial Group
NEW
Shares1,006
Change+1,006
Value$115.2K
Filed 2026-10-21
Versant Capital Management, Inc
INCREASED
Shares939 from 926
Change+13 (+1%)
Value$107.5K (+$33.1K)
Filed 2026-10-02
Summit Securities Group LLC
NEW
Shares937
Change+937
Value$107.3K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares872
Change+872
Value$99.8K
Filed 2026-10-30
Reyes Financial Architecture, Inc.
NEW
Shares852
Change+852
Value$97.5K
Filed 2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$94 (-$65.9K)
Filed 2026-10-22
Darwin Wealth Management, LLC
NEW
Shares774
Change+774
Value$88.6K
Filed 2026-11-09
Financial Perspectives, Inc
DECREASED
Shares750 from 3,752
Change-3,002 (-80%)
Value$85.9K (-$215.4K)
Filed 2026-11-03
State of Wyoming
NEW
Shares733
Change+733
Value$83.9K
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares716 from 682
Change+34 (+5%)
Value$82.0K (+$27.2K)
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$68.7K (+$20.5K)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$68.7K (+$20.5K)
Filed 2026-11-04
Markowski Investments
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$68.1K (+$20.3K)
Filed 2026-10-30
IFG Advisory, LLC
NEW
Shares560
Change+560
Value$64.1K
Filed 2026-11-09
CoreCap Advisors, LLC
INCREASED
Shares545 from 148
Change+397 (+268%)
Value$62.4K (+$50.5K)
Filed 2026-10-08
Harbour Investments, Inc.
DECREASED
Shares409 from 913
Change-504 (-55%)
Value$46.8K (-$26.4K)
Filed 2026-11-09
Silver Grove Financial Group, Inc.
DECREASED
Shares357 from 376
Change-19 (-5%)
Value$40.9K (+$10.7K)
Filed 2026-11-05
Activest Wealth Management
DECREASED
Shares272 from 276
Change-4 (-1%)
Value$31.1K (+$9.0K)
Filed 2026-10-15
Catalyst Capital Advisors LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$28.6K (+$8.5K)
Filed 2026-11-02
V-Square Quantitative Management LLC
NEW
Shares236
Change+236
Value$27.0K
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares208
Change+208
Value$23.8K
Filed 2026-11-03
Toth Financial Advisory Corp
NEW
Shares200
Change+200
Value$22.9K
Filed 2026-10-08
Clearstead Trust, LLC
INCREASED
Shares175 from 13
Change+162 (+1246%)
Value$20.0K (+$19.0K)
Filed 2026-11-06
Owl Creek Wealth Partners LLC
DECREASED
Shares170 from 210
Change-40 (-19%)
Value$19.5K (+$2.6K)
Filed 2026-10-20
First Horizon Corp
DECREASED
Shares155 from 181
Change-26 (-14%)
Value$17.7K (+$3.2K)
Filed 2026-10-26
Bullock Wealth Management Group
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$15.9K (+$4.6K)
Filed 2026-10-09
Blue Trust, Inc.
DECREASED
Shares127 from 250
Change-123 (-49%)
Value$14.5K (-$5.5K)
Filed 2026-10-15
Fortitude Family Office, LLC
INCREASED
Shares127 from 21
Change+106 (+505%)
Value$14.5K (+$12.9K)
Filed 2026-10-14
Covestor Ltd
DECREASED
Shares108 from 1,129
Change-1,021 (-90%)
Value$12 (-$91.0K)
Filed 2026-10-30
Danske Bank A/S
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.4K (+$3.4K)
Filed 2026-11-09
Kingdom Financial Group Llc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.4K (+$3.4K)
Filed 2026-11-04
Picton Mahoney Asset Management
NEW
Shares94
Change+94
Value$10.8K
Filed 2026-11-09
Elyxium Wealth, LLC
NEW
Shares91
Change+91
Value$10.4K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$9.6K (+$2.9K)
Filed 2026-10-13
Lodestone Wealth Management LLC
DECREASED
Shares81 from 3,883
Change-3,802 (-98%)
Value$9.3K (-$302.5K)
Filed 2026-10-14
Leonteq Securities AG
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$8.0K (+$2.4K)
Filed 2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$8.0K (+$2.4K)
Filed 2026-10-22
Cromwell Holdings LLC
INCREASED
Shares63 from 39
Change+24 (+62%)
Value$7.2K (+$4.1K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
INCREASED
Shares61 from 52
Change+9 (+17%)
Value$7.0K (+$2.8K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$7.0K (+$2.1K)
Filed 2026-10-07
UMB Bank, n.a.
DECREASED
Shares50 from 102
Change-52 (-51%)
Value$5.7K (-$2.5K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
DECREASED
Shares50 from 55
Change-5 (-9%)
Value$5.7K (+$1.3K)
Filed 2026-11-02
Private Wealth Management Group, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$5.6K (+$1.7K)
Filed 2026-10-19
Zions Bancorporation, National Association
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$5.4K (+$1.6K)
Filed 2026-11-06
MV Capital Management, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$5.2K (+$1.5K)
Filed 2026-10-29
Bessemer Group Inc
INCREASED
Shares44 from 0
Change+44
Value$5 (+$5)
Filed 2026-11-09
West Paces Advisors Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$4.5K (+$1.3K)
Filed 2026-10-13
James T. Borello RIA
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.2K (+$1.3K)
Filed 2026-10-16
Mather Group, Llc.
NEW
Shares33
Change+33
Value$3.8K
Filed 2026-10-14
Mainstream Capital Management LLC
NEW
Shares33
Change+33
Value$3.8K
Filed 2026-10-23
Canton Hathaway, LLC
NEW
Shares30
Change+30
Value$3.4K
Filed 2026-10-23
Roxbury Financial LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.9K (+$855)
Filed 2026-10-01
Dhjj Financial Advisors, Ltd.
DECREASED
Shares23 from 40
Change-17 (-42%)
Value$2.6K (-$579)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
DECREASED
Shares23 from 30
Change-7 (-23%)
Value$2.6K (+$225)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.5K (+$752)
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares21
Change+21
Value$2.4K
Filed 2026-10-19
Hughes Financial Services, LLC
INCREASED
Shares21 from 7
Change+14 (+200%)
Value$2.8K (+$2.2K)
Filed 2026-10-30
TD Private Client Wealth LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.4K (+$718)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares20 from 7
Change+13 (+186%)
Value$2.3K (+$1.7K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares20 from 15
Change+5 (+33%)
Value$2.3K (+$1.1K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares19 from 5
Change+14 (+280%)
Value$2.2K (+$1.8K)
Filed 2026-10-28
Bare Financial Services, Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.1K (+$615)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.1K (+$615)
Filed 2026-10-05
Bell Investment Advisors, Inc
INCREASED
Shares17 from 7
Change+10 (+143%)
Value$1.9K (+$1.4K)
Filed 2026-10-29
Avion Wealth
DECREASED
Shares17 from 24
Change-7 (-29%)
Value$1 ($0)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
NEW
Shares16
Change+16
Value$1.8K
Filed 2026-10-29
Burk Holdings LLC
NEW
Shares16
Change+16
Value$1.8K
Filed 2026-11-05
First Command Advisory Services, Inc.
NEW
Shares15
Change+15
Value$1.7K
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$1.6K (+$960)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares14 from 12
Change+2 (+17%)
Value$1.6K (+$640)
Filed 2026-10-02
North Star Investment Management Corp.
DECREASED
Shares11 from 18
Change-7 (-39%)
Value$1.3K (-$186)
Filed 2026-10-27
Private Trust Co NA
NEW
Shares10
Change+10
Value$1.1K
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$916 (+$434)
Filed 2026-10-27
SouthState Bank Corp
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$916 (+$273)
Filed 2026-11-09
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$802 (+$240)
Filed 2026-10-22
Signature Equity Partners, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$687 (+$205)
Filed 2026-10-29
DecisionPoint Financial, LLC
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$462 (+$379)
Filed 2026-10-27
Downshift Financial, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$343 (+$102)
Filed 2026-10-13
Ascentis Wealth Management, LLC
NEW
Shares2
Change+2
Value$228
Filed 2026-11-03
American Capital Advisory, LLC
DECREASED
Shares2 from 18
Change-16 (-89%)
Value$229 (-$1.2K)
Filed 2026-10-28
Manchester Capital Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$229 (+$68)
Filed 2026-10-22
Maryland Capital Advisors Inc.
NEW
Shares1
Change+1
Value$115
Filed 2026-10-15
Pathway Capital Management, LP
CLOSED
Shares0 from 159,775
Change-159,775 (-100%)
Value$0 (-$12.8M)
Filed 2026-10-29
OFI Invest Asset Management
CLOSED
Shares0 from 152,453
Change-152,453 (-100%)
Value$0 (-$10.7M)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 71,035
Change-71,035 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-05
Highland Capital Management, LLC
CLOSED
Shares0 from 26,066
Change-26,066 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-26
Warm Springs Advisors Inc.
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Washington University
CLOSED
Shares0 from 22,803
Change-22,803 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 13,014
Change-13,014 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Avestar Capital, LLC
CLOSED
Shares0 from 7,114
Change-7,114 (-100%)
Value$0 (-$571.1K)
Filed 2026-10-28
Axim Planning & Wealth
CLOSED
Shares0 from 5,853
Change-5,853 (-100%)
Value$0 (-$469.9K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 4,947
Change-4,947 (-100%)
Value$0 (-$397.1K)
Filed 2026-10-20
One Wealth Capital Management, LLC
CLOSED
Shares0 from 4,746
Change-4,746 (-100%)
Value$0 (-$381.0K)
Filed 2026-10-23
McAdam, LLC
CLOSED
Shares0 from 4,032
Change-4,032 (-100%)
Value$0 (-$323.7K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 3,996
Change-3,996 (-100%)
Value$0 (-$320.8K)
Filed 2026-10-30
Virtus Advisers, LLC
CLOSED
Shares0 from 3,774
Change-3,774 (-100%)
Value$0 (-$303.0K)
Filed 2026-11-09
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 3,193
Change-3,193 (-100%)
Value$0 (-$256.3K)
Filed 2026-10-21
Dara Capital US, Inc.
CLOSED
Shares0 from 3,121
Change-3,121 (-100%)
Value$0 (-$250.6K)
Filed 2026-10-29
PVG Asset Management Corp
CLOSED
Shares0 from 2,992
Change-2,992 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-19
Vise Technologies, Inc.
CLOSED
Shares0 from 2,979
Change-2,979 (-100%)
Value$0 (-$239.1K)
Filed 2026-10-29
Allen Investment Management, LLC
CLOSED
Shares0 from 2,680
Change-2,680 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-03
Penn Mutual Asset Management
CLOSED
Shares0 from 2,467
Change-2,467 (-100%)
Value$0 (-$198.1K)
Filed 2026-10-19
Cisco Systems, Inc.
CLOSED
Shares0 from 2,319
Change-2,319 (-100%)
Value$0 (-$186.2K)
Filed 2026-10-15
Lanark Financial, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$56.2K)
Filed 2026-10-26
Heritage Wealth Advisors
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$49.8K)
Filed 2026-11-09
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$18.9K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$18.5K)
Filed 2026-10-07
Founders Capital Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-13
Geneos Wealth Management Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-09
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-26
Park Place Capital Corp
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-09
Strive Financial Group,LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-09
TFC Financial Management, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-13
Proathlete Wealth Management LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
Aspect Partners, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$963)
Filed 2026-10-23
Mascoma Wealth Management LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$963)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$737)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$241)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 9,990,174
Change-9,990,174 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,947,988
Change-9,947,988 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,202,121
Change-9,202,121 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 8,301,380
Change-8,301,380 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 6,885,243
Change-6,885,243 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,980,251
Change-5,980,251 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,069,424
Change-4,069,424 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,004,750
Change-4,004,750 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,861,374
Change-2,861,374 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,620,318
Change-2,620,318 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,253,594
Change-2,253,594 (-100%)
Value—
Anatole Investment Management Ltd
N/A
Shares— from 2,189,257
Change-2,189,257 (-100%)
Value—
PointState Capital LP
N/A
Shares— from 1,856,244
Change-1,856,244 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,739,658
Change-1,739,658 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,577,133
Change-1,577,133 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,542,643
Change-1,542,643 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,500,810
Change-1,500,810 (-100%)
Value—
Institutional Venture Management XV, LLC
N/A
Shares— from 1,431,479
Change-1,431,479 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,379,614
Change-1,379,614 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,324,361
Change-1,324,361 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,317,511
Change-1,317,511 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,317,203
Change-1,317,203 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,254,839
Change-1,254,839 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,168,219
Change-1,168,219 (-100%)
Value—
Bamco Inc
N/A
Shares— from 1,115,395
Change-1,115,395 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,024,282
Change-1,024,282 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 985,632
Change-985,632 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 937,308
Change-937,308 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 922,048
Change-922,048 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 913,371
Change-913,371 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 868,382
Change-868,382 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 772,052
Change-772,052 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 768,696
Change-768,696 (-100%)
Value—
Capital International Investors
N/A
Shares— from 762,469
Change-762,469 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 731,736
Change-731,736 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 637,261
Change-637,261 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 561,015
Change-561,015 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 526,352
Change-526,352 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 525,000
Change-525,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 509,189
Change-509,189 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 492,208
Change-492,208 (-100%)
Value—
Champlain Investment Partners, LLC
N/A
Shares— from 456,286
Change-456,286 (-100%)
Value—
Abu Dhabi Investment Council Co P.j.s.c
N/A
Shares— from 445,341
Change-445,341 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 442,918
Change-442,918 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 420,184
Change-420,184 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 391,778
Change-391,778 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 378,991
Change-378,991 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 365,426
Change-365,426 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 343,369
Change-343,369 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 331,242
Change-331,242 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 324,824
Change-324,824 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 317,774
Change-317,774 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 316,100
Change-316,100 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 312,106
Change-312,106 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 306,800
Change-306,800 (-100%)
Value—
FIL Ltd
N/A
Shares— from 292,523
Change-292,523 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 281,233
Change-281,233 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 274,607
Change-274,607 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 248,634
Change-248,634 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 243,730
Change-243,730 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 241,779
Change-241,779 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 237,720
Change-237,720 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 222,267
Change-222,267 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 216,431
Change-216,431 (-100%)
Value—
ING Groep NV
N/A
Shares— from 204,565
Change-204,565 (-100%)
Value—
Octahedron Capital Management L.P.
N/A
Shares— from 203,000
Change-203,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 202,453
Change-202,453 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 193,861
Change-193,861 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 190,839
Change-190,839 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 184,127
Change-184,127 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 177,252
Change-177,252 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 169,009
Change-169,009 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 159,878
Change-159,878 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 157,913
Change-157,913 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 148,096
Change-148,096 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 146,854
Change-146,854 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 139,213
Change-139,213 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 138,439
Change-138,439 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 131,371
Change-131,371 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 131,091
Change-131,091 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 129,437
Change-129,437 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 126,180
Change-126,180 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 125,408
Change-125,408 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 125,170
Change-125,170 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 124,461
Change-124,461 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 124,000
Change-124,000 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 120,987
Change-120,987 (-100%)
Value—
Daventry Group, LP
N/A
Shares— from 113,187
Change-113,187 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 112,555
Change-112,555 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 110,742
Change-110,742 (-100%)
Value—
Mirova
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 108,090
Change-108,090 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 107,773
Change-107,773 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 107,273
Change-107,273 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 106,338
Change-106,338 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 101,831
Change-101,831 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 101,300
Change-101,300 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 98,603
Change-98,603 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 96,773
Change-96,773 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 95,278
Change-95,278 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 94,601
Change-94,601 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 91,609
Change-91,609 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 88,333
Change-88,333 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 87,157
Change-87,157 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 86,777
Change-86,777 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 85,469
Change-85,469 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 84,697
Change-84,697 (-100%)
Value—
Blair William & Co
N/A
Shares— from 83,360
Change-83,360 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 81,053
Change-81,053 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 80,959
Change-80,959 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 76,822
Change-76,822 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 76,406
Change-76,406 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 71,563
Change-71,563 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 71,056
Change-71,056 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 66,020
Change-66,020 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 64,379
Change-64,379 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 63,063
Change-63,063 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 62,583
Change-62,583 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 57,723
Change-57,723 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 55,373
Change-55,373 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 54,751
Change-54,751 (-100%)
Value—
S&CO Inc
N/A
Shares— from 53,612
Change-53,612 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 53,238
Change-53,238 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 52,944
Change-52,944 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 50,759
Change-50,759 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 45,990
Change-45,990 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 44,565
Change-44,565 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 44,268
Change-44,268 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 44,184
Change-44,184 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 44,072
Change-44,072 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 44,025
Change-44,025 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 43,600
Change-43,600 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 43,400
Change-43,400 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 42,835
Change-42,835 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 42,810
Change-42,810 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 42,583
Change-42,583 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 42,031
Change-42,031 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 41,934
Change-41,934 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 40,135
Change-40,135 (-100%)
Value—
G2 Investment Partners Management LLC
N/A
Shares— from 39,100
Change-39,100 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 38,266
Change-38,266 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 38,136
Change-38,136 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 38,080
Change-38,080 (-100%)
Value—
&partners
N/A
Shares— from 36,283
Change-36,283 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 35,596
Change-35,596 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 34,600
Change-34,600 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 33,807
Change-33,807 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 33,464
Change-33,464 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 33,343
Change-33,343 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 33,169
Change-33,169 (-100%)
Value—
Altrafin AG
N/A
Shares— from 33,030
Change-33,030 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,872
Change-32,872 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 32,337
Change-32,337 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 30,730
Change-30,730 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 30,200
Change-30,200 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 27,764
Change-27,764 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 27,553
Change-27,553 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 24,110
Change-24,110 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,830
Change-22,830 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 22,517
Change-22,517 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,471
Change-21,471 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 21,425
Change-21,425 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 21,152
Change-21,152 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 20,991
Change-20,991 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 20,666
Change-20,666 (-100%)
Value—
Allstate Corp
N/A
Shares— from 20,484
Change-20,484 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 20,272
Change-20,272 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 19,584
Change-19,584 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 18,852
Change-18,852 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 18,587
Change-18,587 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 17,730
Change-17,730 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 16,266
Change-16,266 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 16,033
Change-16,033 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 15,782
Change-15,782 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 15,249
Change-15,249 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 15,008
Change-15,008 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,992
Change-14,992 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 14,664
Change-14,664 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 14,273
Change-14,273 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 14,104
Change-14,104 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,031
Change-14,031 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 13,549
Change-13,549 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,921
Change-12,921 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 11,874
Change-11,874 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 10,311
Change-10,311 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,051
Change-10,051 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,671
Change-9,671 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,524
Change-9,524 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 8,567
Change-8,567 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 7,649
Change-7,649 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 7,315
Change-7,315 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 7,297
Change-7,297 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,579
Change-6,579 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,394
Change-6,394 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Man Group plc
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 5,069
Change-5,069 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 500
Change-500 (-100%)
Value—
Quarry LP
N/A
Shares— from 442
Change-442 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 63
Change-63 (-100%)
Value—
StepStone Group LP
N/A
Shares— from 60
Change-60 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 48
Change-48 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19
Change-19 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 14
Change-14 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5
Change-5 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3
Change-3 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED2,827,0662,875,284-48,218-2%$230.9M$323.7M+$92.8M2026-11-06
Pictet Asset Management Holding SA
DECREASED1,543,4862,368,281-824,795-35%$189.9M$176.7M-$13.2M2026-11-03
Congress Asset Management Co
INCREASED715,550539,684+175,866+33%$43.3M$81.9M+$38.6M2026-10-06
Fiera Capital Corp
INCREASED711,653698,874+12,779+2%$56.1M$81.5M+$25.4M2026-11-06
Amundi
DECREASED664,341775,148-110,807-14%$62.2M$76.0M+$13.8M2026-11-06
Squarepoint Ops LLC
DECREASED647,000647,337-3370%$52.0M$74.1M+$22.1M2026-11-09
Deutsche Bank Ag\
INCREASED609,950352,685+257,265+73%$28.3M$69.8M+$41.5M2026-11-06
Bank of New York Mellon Corp
DECREASED608,296615,973-7,677-1%$49.5M$69.6M+$20.2M2026-11-05
Barclays PLC
DECREASED552,295786,511-234,216-30%$63.1M$63.2M+$80.1K2026-11-06
Dimensional Fund Advisors LP
INCREASED377,84062,609+315,231+503%$5.0M$43.3M+$38.2M2026-11-04
Allspring Global Investments Holdings, LLC
NEW376,774—+376,774——$43.5M—2026-11-04
Baillie Gifford & Co
DECREASED373,222388,021-14,799-4%$31.2M$42.7M+$11.6M2026-11-09
Acadian Asset Management LLC
INCREASED351,77638,345+313,431+817%$3.1M$40.2K-$3.0M2026-11-09
DekaBank Deutsche Girozentrale
INCREASED321,60058,365+263,235+451%$2.7K$37.2K+$34.5K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
INCREASED294,291282,198+12,093+4%$22.7M$33.7M+$11.0M2026-10-29
Russell Investments Group, Ltd.
INCREASED276,18655,686+220,500+396%$4.5M$31.6M+$27.2M2026-11-06
Bank of Montreal
DECREASED178,385230,497-52,112-23%$18.5M$20.4M+$1.9M2026-11-09
Citigroup Inc
DECREASED161,304184,429-23,125-13%$14.8M$18.5M+$3.7M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED128,416117,902+10,514+9%$8.9M$13.9M+$5.0M2026-10-13
Creative Planning
INCREASED125,60598,091+27,514+28%$7.9M$14.4M+$6.5M2026-11-02
Covea Finance
INCREASED118,70076,600+42,100+55%$6.1M$13.6M+$7.4M2026-10-21
LPL Financial LLC
INCREASED117,345114,235+3,110+3%$9.2M$13.4M+$4.3M2026-11-06
US Bancorp \de\
DECREASED111,924116,358-4,434-4%$9.3M$12.8M+$3.5M2026-11-05
iA Global Asset Management Inc.
NEW105,190—+105,190——$12.0K—2026-10-29
Natixis
DECREASED100,772163,674-62,902-38%$13.1M$11.5M-$1.6M2026-11-06
Asset Management One Co., Ltd.
DECREASED91,76098,464-6,704-7%$7.9M$10.5M+$2.6M2026-10-27
Robocap Asset Management Ltd
DECREASED77,51978,781-1,262-2%$6.3M$8.9M+$2.5M2026-11-02
Diversify Wealth Management, LLC
DECREASED76,71681,103-4,387-5%$6.1M$9.1M+$3.0M2026-10-20
Diversify Advisory Services, LLC
DECREASED76,71681,103-4,387-5%$6.1M$9.1M+$3.0M2026-10-20
Exchange Traded Concepts, LLC
UNCHANGED75,88275,88200%$6.1M$8.7M+$2.6M2026-10-28
Nordea Investment Management AB
INCREASED71,87356,268+15,605+28%$4.4M$8.3M+$4.0M2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED67,21870,456-3,238-5%$5.7M$7.7M+$2.0M2026-11-09
Slow Capital, Inc.
DECREASED60,63064,781-4,151-6%$5.2M$6.9M+$1.7M2026-10-23
Renaissance Capital LLC
DECREASED58,51379,061-20,548-26%$6.3M$6.7M+$351.0K2026-10-23
Vontobel Holding Ltd.
DECREASED54,01580,287-26,272-33%$6.4M$6.2M-$262.3K2026-10-16
Savant Capital, LLC
INCREASED53,75723,390+30,367+130%$1.7M$6.2M+$4.5M2026-11-06
State of New Jersey Common Pension Fund D
INCREASED50,62149,784+837+2%$4.0M$5.8M+$1.8M2026-11-05
CenterBook Partners LP
NEW48,650—+48,650——$5.6M—2026-11-02
Assenagon Asset Management S.A.
DECREASED45,663280,448-234,785-84%$22.5M$5.2M-$17.3M2026-10-15
Handelsbanken Fonder AB
INCREASED45,60044,400+1,200+3%$3.6K$5.2K+$1.7K2026-11-09
Arizona State Retirement System
INCREASED44,40242,187+2,215+5%$3.4M$5.1M+$1.7M2026-11-03
Wealth Effects LLC
INCREASED44,28744,197+90+0%$3.5M$5.1M+$1.5M2026-10-23
Diversified Trust Co
INCREASED41,92420,445+21,479+105%$1.6M$4.8M+$3.2M2026-11-06
Merit Financial Group, LLC
INCREASED39,25436,237+3,017+8%$2.9M$4.5M+$1.6M2026-11-06
KBC Group NV
INCREASED37,74529,195+8,550+29%$2.3M$4.3K-$2.3M2026-10-22
American International Group, Inc.
UNCHANGED36,47836,47800%$2.9M$4.2M+$1.2M2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED35,98146,755-10,774-23%$3.8M$4.1M+$365.3K2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED35,28261,082-25,800-42%$4.9M$4.0M-$864.9K2026-11-05
SP Asset Management LLC
DECREASED33,00044,632-11,632-26%$3.6M$3.8M+$194.5K2026-11-05
Virginia Retirement Systems ET Al
DECREASED32,40035,000-2,600-7%$2.8M$3.7M+$899.0K2026-10-28
Assetmark, Inc
DECREASED31,15033,966-2,816-8%$2.7M$3.6M+$839.0K2026-10-21
Zevenbergen Capital Investments LLC
DECREASED30,62531,000-375-1%$2.5M$3.5M+$1.0M2026-10-08
Money Concepts Capital Corp
DECREASED30,19931,655-1,456-5%$2.5M$3.5M+$915.6K2026-11-06
Brighton Jones LLC
INCREASED29,15228,513+639+2%$2.3M$3.3M+$1.0M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED27,78013,950+13,830+99%$1.1M$3.2M+$2.1M2026-11-03
Alps Advisors Inc
DECREASED27,66035,107-7,447-21%$2.8M$3.2M+$347.9K2026-11-03
B. Metzler seel. Sohn & Co. AG
UNCHANGED27,17227,17200%$2.2M$3.1M+$929.0K2026-10-30
Oak Thistle LLC
INCREASED27,00012,214+14,786+121%$980.5K$3.1M+$2.1M2026-10-21
Bochk Asset Management Ltd
INCREASED26,800300+26,500+8833%$24.1K$3.1M+$3.0M2026-10-29
Alamar Capital Management, LLC
DECREASED25,54526,620-1,075-4%$2.1M$2.9M+$787.1K2026-11-02
Stablepoint Partners, LLC
DECREASED22,82126,811-3,990-15%$2.2M$2.6M+$459.9K2026-11-03
Gradient Investments LLC
DECREASED22,63825,652-3,014-12%$2.1M$2.6M+$532.0K2026-10-08
Xponance LLC
DECREASED21,03621,300-264-1%$1.7M$2.4M+$698.0K2026-11-03
Chicago Partners Investment Group LLC
INCREASED21,00118,493+2,508+14%$1.3M$2.7M+$1.4M2026-10-27
Keybank National Association
INCREASED19,39616,002+3,394+21%$1.3M$2.2M+$935.6K2026-11-04
HB Wealth Management, LLC
INCREASED19,30910,241+9,068+89%$822.1K$2.2M+$1.4M2026-10-23
MacKenzie Financial Corp
INCREASED18,6909,246+9,444+102%$742.3K$2.1M+$1.4M2026-11-02
AlphaCore Capital LLC
DECREASED18,68527,754-9,069-33%$2.2M$2.1M-$89.2K2026-11-04
Fulcrum Asset Management LLP
NEW17,810—+17,810——$2.0M—2026-11-04
Krilogy Financial LLC
INCREASED17,80417,333+471+3%$1.4M$2.1M+$745.2K2026-10-13
Lido Advisors, LLC
INCREASED16,64313,148+3,495+27%$1.1M$1.9M+$849.6K2026-11-04
Simplex Trading, LLC
DECREASED16,47929,284-12,805-44%$2.4M$1.9M-$464.6K2026-11-04
Royal Fund Management, LLC
DECREASED15,90017,515-1,615-9%$1.4M$1.8M+$414.0K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED15,80016,200-400-2%$1.3M$1.8M+$508.1K2026-10-23
Commonwealth Equity Services, LLC
INCREASED15,64313,961+1,682+12%$1.1M$1.8M+$669.9K2026-11-02
Wedmont Private Capital
DECREASED15,35116,054-703-4%$1.4M$1.9M+$501.1K2026-10-09
Calamos Advisors LLC
NEW14,902—+14,902——$1.7M—2026-11-02
Truist Financial Corp
DECREASED14,25416,869-2,615-15%$1.4M$1.6M+$277.4K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED14,16411,761+2,403+20%$944.2K$1.6M+$677.2K2026-10-16
Oppenheimer Asset Management Inc.
INCREASED14,1367,624+6,512+85%$612.1K$1.6M+$1.0M2026-10-27
Waldron Private Wealth LLC
UNCHANGED14,04114,04100%$1.1M$1.6M+$480.1K2026-11-02
FNY Investment Advisers, LLC
INCREASED14,0009,677+4,323+45%$776$1.6K+$8262026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED13,89414,690-796-5%$1.2M$1.6K-$1.2M2026-11-02
Citizens Financial Group Inc
INCREASED13,5947,211+6,383+89%$578.9K$1.6M+$977.2K2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED13,24111,544+1,697+15%$1.0M$1.6M+$576.2K2026-10-13
Norden Group LLC
INCREASED13,11412,033+1,081+9%$966.0K$1.5M+$535.2K2026-10-20
Smith Group Asset Management, LLC
DECREASED12,56413,247-683-5%$1.1M$1.4M+$374.7K2026-10-27
Quent Capital, LLC
INCREASED12,38812,324+64+1%$989.4K$1.3M+$320.7K2026-11-09
Kornitzer Capital Management Inc
NEW12,000—+12,000——$1.4M—2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW11,959—+11,959——$1.4M—2026-10-27
Stableford Capital II LLC
NEW11,241—+11,241——$1.3M—2026-10-09
Smart Wealth LLC
NEW10,680—+10,680——$1.2M—2026-11-04
Kestra Advisory Services, LLC
INCREASED10,6778,823+1,854+21%$708.3K$1.2M+$513.9K2026-11-02
Creative Financial Designs Inc
NEW10,573—+10,573——$1.2M—2026-11-04
Swiss Life Asset Management Ltd
INCREASED10,56210,237+325+3%$821.8K$1.2M+$387.2K2026-11-03
Allworth Financial LP
INCREASED10,34010,327+13+0%$829.1K$830.1K+$1.0K2026-11-06
IFP Advisors, Inc
DECREASED10,11012,599-2,489-20%$1.0M$1.2M+$145.8K2026-10-16
Curated Wealth Partners LLC
NEW10,069—+10,069——$1.2M—2026-10-15
Impact Partnership Wealth, LLC
INCREASED10,0228,097+1,925+24%$650.0K$1.1M+$497.2K2026-11-09
Perigon Wealth Management, LLC
INCREASED9,8559,425+430+5%$756.6K$1.1M+$371.5K2026-10-22
Amalgamated Bank
INCREASED9,8229,756+66+1%$783.0K$1.1K-$781.9K2026-10-23
Machina Capital S.A.S.
DECREASED9,60111,466-1,865-16%$920.5K$1.1M+$178.5K2026-11-05
Cache Advisors, LLC
NEW9,539—+9,539——$1.1M—2026-10-16
China Universal Asset Management Co., Ltd.
UNCHANGED9,5009,50000%$762.7K$1.1M+$327.7K2026-10-28
Migdal Insurance & Financial Holdings Ltd.
DECREASED9,30018,000-8,700-48%$1.2M$1.1M-$98.7K2026-11-09
Parcion Private Wealth LLC
INCREASED9,2977,910+1,387+18%$635.0K$1.1M+$429.2K2026-10-28
Apollon Wealth Management, LLC
INCREASED9,1504,675+4,475+96%$375.3K$1.0M+$672.1K2026-10-23
Gibbs Wealth Management
DECREASED8,95910,692-1,733-16%$858.4K$1.0M+$167.2K2026-10-22
Maryland State Retirement & Pension System
INCREASED8,9358,288+647+8%$665.4K$1.0M+$357.4K2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED8,7981,322+7,476+566%$101.3K$1.0M+$906.5K2026-11-06
Jackson Creek Investment Advisors LLC
DECREASED8,57012,730-4,160-33%$921$981+$602026-11-04
Portside Wealth Group, LLC
DECREASED8,5089,332-824-9%$749.2K$973.9K+$224.7K2026-10-20
Inspire Investing, LLC
DECREASED8,46811,970-3,502-29%$961.0K$969.3K+$8.4K2026-10-22
Register Financial Advisors LLC
UNCHANGED8,0008,00000%$642.2K$915.8K+$273.5K2026-10-23
Prospera Financial Services Inc
DECREASED7,67218,709-11,037-59%$1.5M$952.4K-$549.4K2026-11-04
Themes Management Co LLC
INCREASED7,4933,447+4,046+117%$276.7K$857.7K+$581.0K2026-10-29
PNC Financial Services Group, Inc.
INCREASED7,1396,191+948+15%$497.0K$817.2K+$320.2K2026-11-06
Optimist Retirement Group LLC
UNCHANGED6,7246,72400%$539.8K$769.7K+$229.9K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED6,5615,498+1,063+19%$441.4K$751.0K+$309.7K2026-11-04
Alliance Wealth Advisors, LLC
DECREASED6,3119,123-2,812-31%$732.4K$722.4K-$10.0K2026-10-28
Avior Wealth Management, LLC
INCREASED6,0274,640+1,387+30%$372.5K$689.9K+$317.4K2026-10-13
Central Pacific Bank - Trust Division
NEW5,911—+5,911——$676.6K—2026-10-06
Pittenger & Anderson Inc
INCREASED5,8525,816+36+1%$466.9K$669.9K+$203.0K2026-11-02
Park Avenue Securities LLC
INCREASED5,7674,179+1,588+38%$335.0K$660-$334.3K2026-10-26
VestGen Advisors, LLC
INCREASED5,7314,086+1,645+40%$328.0K$656.0K+$328.0K2026-10-27
Perpetual Ltd
DECREASED5,7058,150-2,445-30%$654.3K$653.1K-$1.2K2026-10-13
Green Alpha Advisors, LLC
INCREASED5,6505,586+64+1%$448.4K$646.8K+$198.3K2026-10-08
Nykredit A/S
UNCHANGED5,5865,58600%$448.4K$639.4K+$191.0K2026-11-06
Atria Investments, Inc
INCREASED5,4984,092+1,406+34%$328.5K$629.4K+$300.9K2026-10-15
Daymark Wealth Partners, LLC
INCREASED5,4914,894+597+12%$392.9K$628.6K+$235.7K2026-11-04
SBI Securities Co., Ltd.
INCREASED5,4575,329+128+2%$427.8K$624.7K+$196.9K2026-10-22
Farther Finance Advisors, LLC
INCREASED5,3113,685+1,626+44%$293.3K$607.9K+$314.7K2026-10-08
Partners Wealth Management, LLC
NEW5,309—+5,309——$607.7K—2026-10-28
Allegiance Financial Group Advisory Services LLC
INCREASED5,1864,498+688+15%$361.1K$593.6K+$232.5K2026-11-02
MBL Wealth, LLC
NEW5,098—+5,098——$583.6K—2026-10-22
IvyRock Asset Management (HK) Ltd
NEW5,000—+5,000——$572.4K—2026-11-06
SLT Holdings LLC
INCREASED5,0004,400+600+14%$353.2K$572.4K+$219.1K2026-10-15
CIBC Asset Management Inc
UNCHANGED4,8674,86700%$390.7K$557.1K+$166.4K2026-11-05
Baker Avenue Asset Management, LP
INCREASED4,8573,905+952+24%$313.5K$556.0K+$242.5K2026-11-06
North Dakota State Investment Board
INCREASED4,7474,251+496+12%$341.3K$543.4K+$202.1K2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED4,7123,076+1,636+53%$246.9K$539.4K+$292.4K2026-11-05
Praxis Investment Management Inc
UNCHANGED4,7084,70800%$378.0K$539-$377.5K2026-11-03
Riversedge Advisors, LLC
INCREASED4,6934,159+534+13%$333.9K$537.2K+$203.3K2026-10-09
Brookstone Capital Management
NEW4,649—+4,649——$532.2K—2026-10-22
JAG Capital Management, LLC
NEW4,536—+4,536——$519.2K—2026-11-06
Soltis Investment Advisors LLC
INCREASED4,5023,396+1,106+33%$272.6K$515.3K+$242.7K2026-10-28
WoodTrust Financial Corp
UNCHANGED4,5004,50000%$361.0K$515-$360.5K2026-10-09
Three Bridge Wealth Advisors, LLC
INCREASED4,4724,464+8+0%$358.4K$511.9K+$153.5K2026-11-05
Essential Partners LLC
INCREASED4,4263,152+1,274+40%$253.0K$506.6K+$253.6K2026-10-14
QTR Family Wealth, LLC
DECREASED4,3925,377-985-18%$431.7K$502.8K+$71.1K2026-11-02
West Family Investments, Inc.
DECREASED4,3174,339-22-1%$348.3K$494.2K+$145.8K2026-11-09
South Shore Capital Advisors
INCREASED4,2463,891+355+9%$312.4K$486.0K+$173.7K2026-10-20
Axxion S.A.
INCREASED4,1163,669+447+12%$294.5K$471.2K+$176.6K2026-10-22
Ritholtz Wealth Management
NEW4,086—+4,086——$467.7K—2026-11-05
Coldstream Capital Management Inc
DECREASED4,0494,390-341-8%$352.4K$463.5K+$111.1K2026-11-09
Straight Path Wealth Management
UNCHANGED4,0204,02000%$322.7K$460.2K+$137.4K2026-10-23
Sugar Maple Asset Management, LLC
DECREASED4,0005,500-1,500-27%$441.5K$457.9K+$16.3K2026-10-13
Kestra Private Wealth Services, LLC
NEW3,792—+3,792——$434.1K—2026-11-06
Fifth Third Bancorp
INCREASED3,7923,309+483+15%$265.6K$434.1K+$168.5K2026-11-05
Larson Financial Group LLC
INCREASED3,7553,741+14+0%$300.3K$429.8K+$129.5K2026-11-05
Private Advisory Group LLC
DECREASED3,6183,641-23-1%$292.3K$414.2K+$121.9K2026-11-06
LeConte Wealth Management, LLC
DECREASED3,6163,678-62-2%$295.3K$413.9K+$118.7K2026-10-20
Wealthfront Advisers LLC
DECREASED3,4893,858-369-10%$309.7K$399.4K+$89.7K2026-11-09
R Squared Ltd
NEW3,473—+3,473——$397.6K—2026-11-06
Balefire, LLC
DECREASED3,4724,288-816-19%$344.2K$397.4K+$53.2K2026-10-09
Northwest Wealth Management, LLC
INCREASED3,4182,872+546+19%$230.6K$391.3K+$160.7K2026-10-30
SteelPeak Wealth, LLC
NEW3,412—+3,412——$390.6K—2026-10-16
Ethic Inc.
NEW3,301—+3,301——$377.9K—2026-11-03
Legacy Wealth Asset Management, LLC
NEW3,252—+3,252——$372.3K—2026-10-09
Moors & Cabot, Inc.
DECREASED3,2203,270-50-2%$262.5K$368.6K+$106.1K2026-11-06
Motley Fool Asset Management LLC
INCREASED3,2182,972+246+8%$238.6K$368.4K+$129.8K2026-10-27
SYM Financial Corp
INCREASED3,1732,560+613+24%$205.5K$363.2K+$157.7K2026-10-26
Facet Wealth, Inc.
INCREASED3,1042,906+198+7%$233.3K$355.3K+$122.0K2026-11-04
Drive Wealth Management, LLC
DECREASED3,0944,895-1,801-37%$392.9K$354.1K-$38.8K2026-11-09
Left Brain Wealth Management, LLC
DECREASED3,0105,250-2,240-43%$421.5K$344.6K-$76.9K2026-10-28
Corps Capital Advisors, LLC
UNCHANGED3,0003,00000%$240.8K$343.4K+$102.6K2026-11-05
LifeGoal Investments, LLC
NEW2,937—+2,937——$336.2K—2026-10-09
Wedbush Securities Inc
NEW2,860—+2,860——$327—2026-10-22
Moody Aldrich Partners LLC
NEW2,834—+2,834——$324.4K—2026-10-27
Americana Partners, LLC
NEW2,831—+2,831——$324.1K—2026-10-28
Gamma Investing LLC
INCREASED2,8061,852+954+52%$148.7K$321.2K+$172.5K2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,7932,777+16+1%$222.9K$319.7K+$96.8K2026-10-23
Pinnacle Associates LTD
INCREASED2,7932,777+16+1%$222.9K$319.7K+$96.8K2026-10-20
Values First Advisors, Inc.
DECREASED2,7242,765-41-1%$222.0K$311.8K+$89.8K2026-10-23
1900 Wealth Management LLC
NEW2,702—+2,702——$309.3K—2026-10-13
Haven Private, LLC
DECREASED2,6923,223-531-16%$258.7K$308.2K+$49.4K2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED2,6744,584-1,910-42%$368.0K$306.1K-$61.9K2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED2,6504,110-1,460-36%$330.0K$303.3K-$26.6K2026-10-27
Truefg, LLC
UNCHANGED2,6002,60000%$208.7K$297.6K+$88.9K2026-10-15
Whalen Wealth Management Inc.
NEW2,578—+2,578——$295.1K—2026-10-08
Family Wealth Partners, LLC
NEW2,560—+2,560——$293.0K—2026-10-20
Jefferies Financial Group Inc.
NEW2,537—+2,537——$290.4K—2026-11-05
Legacy Financial Advisors, Inc.
NEW2,531—+2,531——$289.7K—2026-11-09
Bison Wealth, LLC
NEW2,517—+2,517——$302.1K—2026-10-13
Parallel Advisors, LLC
INCREASED2,5172,457+60+2%$197.2K$288.1K+$90.9K2026-11-03
Root Financial Partners, LLC
NEW2,510—+2,510——$287.3K—2026-10-21
Belpointe Asset Management LLC
NEW2,490—+2,490——$285.0K—2026-11-09
Investment Research Partners LLC
DECREASED2,4782,606-128-5%$209.2K$283.7K+$74.4K2026-10-19
Capstone Wealth Management, LLC
NEW2,459—+2,459——$281.5K—2026-11-02
Simplicity Wealth,LLC
NEW2,458—+2,458——$281.4K—2026-10-23
Mainsail Asset Management, LLC
DECREASED2,4482,919-471-16%$230.5K$308.0K+$77.4K2026-10-14
True Wealth Design, LLC
INCREASED2,4452,381+64+3%$191.1K$279.9K+$88.7K2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW2,441—+2,441——$302.0K—2026-10-20
Avail Investment Partners, LLC
DECREASED2,4212,544-123-5%$204.2K$277.1K+$72.9K2026-10-16
Twelve Points Wealth Management LLC
DECREASED2,4042,908-504-17%$233.5K$298.5K+$65.0K2026-11-03
GC Wealth Management RIA, LLC
NEW2,393—+2,393——$273.9K—2026-11-02
Aspiriant, LLC
NEW2,343—+2,343——$268.2K—2026-10-16
Compound Planning, Inc.
NEW2,337—+2,337——$267.5K—2026-11-09
Strs Ohio
DECREASED2,3273,268-941-29%$262.4K$266.4K+$4.0K2026-10-30
Rakuten Securities, Inc.
DECREASED2,31425,652-23,338-91%$2.1M$264.9K-$1.8M2026-11-02
Strategic Planning Group, LLC
NEW2,289—+2,289——$262.0K—2026-10-22
111 Capital
NEW2,252—+2,252——$257.8K—2026-11-03
Madrid Wealth Management, LLC
NEW2,242—+2,242——$256.6K—2026-10-23
Clearstead Advisors, LLC
DECREASED2,2332,872-639-22%$230.6K$255.6K+$25.0K2026-11-06
Plancorp, LLC
NEW2,193—+2,193——$272.3K—2026-11-03
Glenview Trust Co
NEW2,173—+2,173——$248.7K—2026-10-28
United Advisor Group, LLC
NEW2,160—+2,160——$247.3K—2026-11-03
Ascent Group, LLC
NEW2,111—+2,111——$241.6K—2026-10-30
Zinnia Wealth Advisory, LLC
NEW2,086—+2,086——$238.8K—2026-11-06
Thrive Wealth Management, LLC
NEW2,084—+2,084——$238.6K—2026-10-13
Forum Financial Management, LP
NEW2,019—+2,019——$231.1K—2026-10-16
LJI Wealth Management, LLC
NEW2,000—+2,000——$228.9K—2026-10-28
Mission Wealth Management, LP
DECREASED1,9696,564-4,595-70%$527.0K$225.4K-$301.6K2026-10-15
Yousif Capital Management, LLC
NEW1,911—+1,911——$218.8K—2026-10-22
FSM Wealth Advisors, LLC
NEW1,904—+1,904——$230.2K—2026-10-27
1620 Investment Advisors, Inc.
INCREASED1,8611,823+38+2%$146.4K$213.0K+$66.7K2026-11-04
Able Wealth Management LLC
NEW1,833—+1,833——$224.9K—2026-10-13
MGO One Seven LLC
NEW1,829—+1,829——$209.4K—2026-10-28
Independent Financial Group, LLC
NEW1,805—+1,805——$206.6K—2026-10-13
waypoint wealth counsel
NEW1,788—+1,788——$204.7K—2026-10-22
Kaufman Rossin Wealth, LLC
NEW1,772—+1,772——$202.8K—2026-10-19
Nisa Investment Advisors, LLC
INCREASED1,7281,085+643+59%$87.1K$197.8K+$110.7K2026-10-20
Sterling Capital Management LLC
DECREASED1,7072,212-505-23%$177.6K$195.4K+$17.8K2026-10-22
SJS Investment Consulting Inc.
INCREASED1,575365+1,210+332%$29.3K$180.3K+$151.0K2026-10-26
GK Wealth Management LLC
NEW1,504—+1,504——$172.2K—2026-10-09
CX Institutional
INCREASED1,4031,393+10+1%$112$161+$492026-10-02
Triumph Capital Management
DECREASED1,3281,928-600-31%$154.8K$152.0K-$2.8K2026-10-14
Noble Wealth Management PBC
UNCHANGED1,0881,08800%$87.3K$124.5K+$37.2K2026-10-01
Albion Financial Group
NEW1,006—+1,006——$115.2K—2026-10-21
Versant Capital Management, Inc
INCREASED939926+13+1%$74.3K$107.5K+$33.1K2026-10-02
Summit Securities Group LLC
NEW937—+937——$107.3K—2026-11-05
Provenance Wealth Advisors, LLC
NEW872—+872——$99.8K—2026-10-30
Reyes Financial Architecture, Inc.
NEW852—+852——$97.5K—2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED82582500%$66.0K$94-$65.9K2026-10-22
Darwin Wealth Management, LLC
NEW774—+774——$88.6K—2026-11-09
Financial Perspectives, Inc
DECREASED7503,752-3,002-80%$301.2K$85.9K-$215.4K2026-11-03
State of Wyoming
NEW733—+733——$83.9K—2026-10-28
Signaturefd, LLC
INCREASED716682+34+5%$54.7K$82.0K+$27.2K2026-10-23
Advocate Investing Services LLC
UNCHANGED60060000%$48.2K$68.7K+$20.5K2026-10-26
Nemes Rush Group LLC
UNCHANGED60060000%$48.2K$68.7K+$20.5K2026-11-04
Markowski Investments
UNCHANGED59559500%$47.8K$68.1K+$20.3K2026-10-30
IFG Advisory, LLC
NEW560—+560——$64.1K—2026-11-09
CoreCap Advisors, LLC
INCREASED545148+397+268%$11.9K$62.4K+$50.5K2026-10-08
Harbour Investments, Inc.
DECREASED409913-504-55%$73.3K$46.8K-$26.4K2026-11-09
Silver Grove Financial Group, Inc.
DECREASED357376-19-5%$30.2K$40.9K+$10.7K2026-11-05
Activest Wealth Management
DECREASED272276-4-1%$22.2K$31.1K+$9.0K2026-10-15
Catalyst Capital Advisors LLC
UNCHANGED25025000%$20.1K$28.6K+$8.5K2026-11-02
V-Square Quantitative Management LLC
NEW236—+236——$27.0K—2026-10-15
Ascentis Independent Advisors
NEW208—+208——$23.8K—2026-11-03
Toth Financial Advisory Corp
NEW200—+200——$22.9K—2026-10-08
Clearstead Trust, LLC
INCREASED17513+162+1246%$1.0K$20.0K+$19.0K2026-11-06
Owl Creek Wealth Partners LLC
DECREASED170210-40-19%$16.9K$19.5K+$2.6K2026-10-20
First Horizon Corp
DECREASED155181-26-14%$14.5K$17.7K+$3.2K2026-10-26
Bullock Wealth Management Group
UNCHANGED13813800%$11.3K$15.9K+$4.6K2026-10-09
Blue Trust, Inc.
DECREASED127250-123-49%$20.1K$14.5K-$5.5K2026-10-15
Fortitude Family Office, LLC
INCREASED12721+106+505%$1.7K$14.5K+$12.9K2026-10-14
Covestor Ltd
DECREASED1081,129-1,021-90%$91.0K$12-$91.0K2026-10-30
Danske Bank A/S
UNCHANGED10010000%$8.0K$11.4K+$3.4K2026-11-09
Kingdom Financial Group Llc.
UNCHANGED10010000%$8.0K$11.4K+$3.4K2026-11-04
Picton Mahoney Asset Management
NEW94—+94——$10.8K—2026-11-09
Elyxium Wealth, LLC
NEW91—+91——$10.4K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED848400%$6.7K$9.6K+$2.9K2026-10-13
Lodestone Wealth Management LLC
DECREASED813,883-3,802-98%$311.7K$9.3K-$302.5K2026-10-14
Leonteq Securities AG
UNCHANGED707000%$5.6K$8.0K+$2.4K2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED707000%$5.6K$8.0K+$2.4K2026-10-22
Cromwell Holdings LLC
INCREASED6339+24+62%$3.1K$7.2K+$4.1K2026-10-28
Physician Wealth Advisors, Inc.
INCREASED6152+9+17%$4.2K$7.0K+$2.8K2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED616100%$4.9K$7.0K+$2.1K2026-10-07
UMB Bank, n.a.
DECREASED50102-52-51%$8.2K$5.7K-$2.5K2026-11-06
Murphy & Mullick Capital Management Corp
DECREASED5055-5-9%$4.4K$5.7K+$1.3K2026-11-02
Private Wealth Management Group, LLC
UNCHANGED494900%$3.9K$5.6K+$1.7K2026-10-19
Zions Bancorporation, National Association
UNCHANGED474700%$3.8K$5.4K+$1.6K2026-11-06
MV Capital Management, Inc.
UNCHANGED454500%$3.6K$5.2K+$1.5K2026-10-29
Bessemer Group Inc
INCREASED440+44—$0$5+$52026-11-09
West Paces Advisors Inc.
UNCHANGED393900%$3.1K$4.5K+$1.3K2026-10-13
James T. Borello RIA
UNCHANGED373700%$3.0K$4.2K+$1.3K2026-10-16
Mather Group, Llc.
NEW33—+33——$3.8K—2026-10-14
Mainstream Capital Management LLC
NEW33—+33——$3.8K—2026-10-23
Canton Hathaway, LLC
NEW30—+30——$3.4K—2026-10-23
Roxbury Financial LLC
UNCHANGED252500%$2.0K$2.9K+$8552026-10-01
Dhjj Financial Advisors, Ltd.
DECREASED2340-17-42%$3.2K$2.6K-$5792026-10-23
Financial Network Wealth Advisors LLC
DECREASED2330-7-23%$2.4K$2.6K+$2252026-10-28
Marquette Asset Management, LLC
UNCHANGED222200%$1.8K$2.5K+$7522026-10-09
UMB Private Wealth Management, LLC
NEW21—+21——$2.4K—2026-10-19
Hughes Financial Services, LLC
INCREASED217+14+200%$562$2.8K+$2.2K2026-10-30
TD Private Client Wealth LLC
UNCHANGED212100%$1.7K$2.4K+$7182026-10-28
Bay Harbor Wealth Management, LLC
INCREASED207+13+186%$562$2.3K+$1.7K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED2015+5+33%$1.2K$2.3K+$1.1K2026-10-27
Creative Capital Management Investments LLC
INCREASED195+14+280%$401$2.2K+$1.8K2026-10-28
Bare Financial Services, Inc
UNCHANGED181800%$1.4K$2.1K+$6152026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED181800%$1.4K$2.1K+$6152026-10-05
Bell Investment Advisors, Inc
INCREASED177+10+143%$562$1.9K+$1.4K2026-10-29
Avion Wealth
DECREASED1724-7-29%$1$1$02026-11-04
Caitong International Asset Management Co., Ltd
NEW16—+16——$1.8K—2026-10-29
Burk Holdings LLC
NEW16—+16——$1.8K—2026-11-05
First Command Advisory Services, Inc.
NEW15—+15——$1.7K—2026-11-05
DiNuzzo Private Wealth, Inc.
INCREASED148+6+75%$643$1.6K+$9602026-10-16
Planning Strategies Inc.
INCREASED1412+2+17%$963$1.6K+$6402026-10-02
North Star Investment Management Corp.
DECREASED1118-7-39%$1.4K$1.3K-$1862026-10-27
Private Trust Co NA
NEW10—+10——$1.1K—2026-10-20
Parkside Financial Bank & Trust
INCREASED86+2+33%$482$916+$4342026-10-27
SouthState Bank Corp
UNCHANGED8800%$643$916+$2732026-11-09
Quaker Wealth Management, LLC
UNCHANGED7700%$562$802+$2402026-10-22
Signature Equity Partners, LLC
UNCHANGED6600%$482$687+$2052026-10-29
DecisionPoint Financial, LLC
INCREASED41+3+300%$83$462+$3792026-10-27
Downshift Financial, LLC
UNCHANGED3300%$241$343+$1022026-10-13
Ascentis Wealth Management, LLC
NEW2—+2——$228—2026-11-03
American Capital Advisory, LLC
DECREASED218-16-89%$1.4K$229-$1.2K2026-10-28
Manchester Capital Management LLC
UNCHANGED2200%$161$229+$682026-10-22
Maryland Capital Advisors Inc.
NEW1—+1——$115—2026-10-15
Pathway Capital Management, LP
CLOSED0159,775-159,775-100%$12.8M$0-$12.8M2026-10-29
OFI Invest Asset Management
CLOSED0152,453-152,453-100%$10.7M$0-$10.7M2026-11-06
Imc-Chicago, LLC
CLOSED071,035-71,035-100%$5.7M$0-$5.7M2026-11-05
Highland Capital Management, LLC
CLOSED026,066-26,066-100%$2.1M$0-$2.1M2026-10-26
Warm Springs Advisors Inc.
CLOSED025,000-25,000-100%$2.0M$0-$2.0M2026-10-28
Washington University
CLOSED022,803-22,803-100%$1.8M$0-$1.8M2026-11-09
J.W. Cole Advisors, Inc.
CLOSED013,014-13,014-100%$1.0M$0-$1.0M2026-11-05
Avestar Capital, LLC
CLOSED07,114-7,114-100%$571.1K$0-$571.1K2026-10-28
Axim Planning & Wealth
CLOSED05,853-5,853-100%$469.9K$0-$469.9K2026-10-28
Prime Capital Investment Advisors, LLC
CLOSED04,947-4,947-100%$397.1K$0-$397.1K2026-10-20
One Wealth Capital Management, LLC
CLOSED04,746-4,746-100%$381.0K$0-$381.0K2026-10-23
McAdam, LLC
CLOSED04,032-4,032-100%$323.7K$0-$323.7K2026-10-21
Capital Asset Advisory Services LLC
CLOSED03,996-3,996-100%$320.8K$0-$320.8K2026-10-30
Virtus Advisers, LLC
CLOSED03,774-3,774-100%$303.0K$0-$303.0K2026-11-09
Axxcess Wealth Management, LLC
CLOSED03,193-3,193-100%$256.3K$0-$256.3K2026-10-21
Dara Capital US, Inc.
CLOSED03,121-3,121-100%$250.6K$0-$250.6K2026-10-29
PVG Asset Management Corp
CLOSED02,992-2,992-100%$240.2K$0-$240.2K2026-10-19
Vise Technologies, Inc.
CLOSED02,979-2,979-100%$239.1K$0-$239.1K2026-10-29
Allen Investment Management, LLC
CLOSED02,680-2,680-100%$215.2K$0-$215.2K2026-11-03
Penn Mutual Asset Management
CLOSED02,467-2,467-100%$198.1K$0-$198.1K2026-10-19
Cisco Systems, Inc.
CLOSED02,319-2,319-100%$186.2K$0-$186.2K2026-10-15
Lanark Financial, Inc.
CLOSED0700-700-100%$56.2K$0-$56.2K2026-10-26
Heritage Wealth Advisors
CLOSED0620-620-100%$49.8K$0-$49.8K2026-11-09
TD Waterhouse Canada Inc.
CLOSED0264-264-100%$21.6K$0-$21.6K2026-10-16
International Assets Investment Management, LLC
CLOSED0230-230-100%$18.9K$0-$18.9K2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED0230-230-100%$18.5K$0-$18.5K2026-10-07
Founders Capital Management
CLOSED0200-200-100%$16.1K$0-$16.1K2026-10-13
Geneos Wealth Management Inc.
CLOSED090-90-100%$7.2K$0-$7.2K2026-11-09
Vermillion Wealth Management, Inc.
CLOSED050-50-100%$4.0K$0-$4.0K2026-10-26
Park Place Capital Corp
CLOSED041-41-100%$3.3K$0-$3.3K2026-11-09
Strive Financial Group,LLC
CLOSED032-32-100%$2.6K$0-$2.6K2026-11-09
TFC Financial Management, Inc.
CLOSED025-25-100%$2.0K$0-$2.0K2026-10-26
Salem Investment Counselors Inc
CLOSED020-20-100%$1.6K$0-$1.6K2026-10-13
Proathlete Wealth Management LLC
CLOSED015-15-100%$1.2K$0-$1.2K2026-10-15
Aspect Partners, LLC
CLOSED014-14-100%$1.1K$0-$1.1K2026-10-20
Stone House Investment Management, LLC
CLOSED012-12-100%$963$0-$9632026-10-23
Mascoma Wealth Management LLC
CLOSED012-12-100%$963$0-$9632026-10-23
Cornerstone Planning Group LLC
CLOSED010-10-100%$737$0-$7372026-10-16
Plante Moran Financial Advisors, LLC
CLOSED03-3-100%$241$0-$2412026-11-04
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
BlackRock, Inc.
N/A—9,990,174-9,990,174-100%$802.0M———
AQR Capital Management LLC
N/A—9,947,988-9,947,988-100%$780.1M———
FMR LLC
N/A—9,202,121-9,202,121-100%$738.7M———
Vanguard Portfolio Management LLC
N/A—8,301,380-8,301,380-100%$666.4M———
Vanguard Capital Management LLC
N/A—6,885,243-6,885,243-100%$552.7M———
First Trust Advisors LP
N/A—5,980,251-5,980,251-100%$480.1M———
Norges Bank
N/A—4,069,424-4,069,424-100%$326.7M———
Voya Investment Management LLC
N/A—4,004,750-4,004,750-100%$321.5M———
State Street Corp
N/A—2,861,374-2,861,374-100%$229.7M———
Legal & General Group Plc
N/A—2,620,318-2,620,318-100%$210.4M———
JPMorgan Chase & Co
N/A—2,253,594-2,253,594-100%$173.0M———
Anatole Investment Management Ltd
N/A—2,189,257-2,189,257-100%$175.8M———
PointState Capital LP
N/A—1,856,244-1,856,244-100%$149.0M———
UBS Asset Management Americas LLC
N/A—1,739,658-1,739,658-100%$139.7M———
Clearbridge Investments, LLC
N/A—1,577,133-1,577,133-100%$126.6M———
Morgan Stanley
N/A—1,542,643-1,542,643-100%$123.8M———
BNP Paribas Financial Markets
N/A—1,500,810-1,500,810-100%$120.5M———
Institutional Venture Management XV, LLC
N/A—1,431,479-1,431,479-100%$114.9M———
Penserra Capital Management LLC
N/A—1,379,614-1,379,614-100%$110.8M———
Bank of America Corp
N/A—1,324,361-1,324,361-100%$106.3M———
Charles Schwab Investment Management Inc
N/A—1,317,511-1,317,511-100%$105.8M———
Federated Hermes, Inc.
N/A—1,317,203-1,317,203-100%$105.7M———
UBS Group AG
N/A—1,254,839-1,254,839-100%$100.7M———
Price T Rowe Associates Inc
N/A—1,168,219-1,168,219-100%$93.8M———
Bamco Inc
N/A—1,115,395-1,115,395-100%$89.5M———
Vanguard Fiduciary Trust Co
N/A—1,024,282-1,024,282-100%$82.2M———
Alliancebernstein L.P.
N/A—985,632-985,632-100%$48.3M———
Westfield Capital Management Co LP
N/A—937,308-937,308-100%$75.2M———
Goldman Sachs Group Inc
N/A—922,048-922,048-100%$74.0M———
IEQ Capital, LLC
N/A—913,371-913,371-100%$73.3M———
Northern Trust Corp
N/A—868,382-868,382-100%$69.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—772,052-772,052-100%$61.9M———
Stephens Investment Management Group LLC
N/A—768,696-768,696-100%$61.7M———
Capital International Investors
N/A—762,469-762,469-100%$61.2M———
Wellington Management Group LLP
N/A—731,736-731,736-100%$58.7M———
Wells Fargo & Company
N/A—637,261-637,261-100%$51.2M———
Two Sigma Investments, LP
N/A—561,015-561,015-100%$45.0M———
Royal Bank of Canada
N/A—526,352-526,352-100%$42.3M———
Holocene Advisors, LP
N/A—525,000-525,000-100%$42.1M———
Renaissance Technologies LLC
N/A—509,189-509,189-100%$40.9M———
Driehaus Capital Management LLC
N/A—492,208-492,208-100%$39.5M———
Champlain Investment Partners, LLC
N/A—456,286-456,286-100%$36.6M———
Abu Dhabi Investment Council Co P.j.s.c
N/A—445,341-445,341-100%$35.8M———
SG Americas Securities, LLC
N/A—442,918-442,918-100%$35.6M———
Nuveen, LLC
N/A—420,184-420,184-100%$33.7M———
Beacon Pointe Advisors, LLC
N/A—391,778-391,778-100%$31.5M———
Bank of Nova Scotia
N/A—378,991-378,991-100%$30.4M———
ARK Investment Management LLC
N/A—365,426-365,426-100%$29.3M———
CI Investments Inc.
N/A—343,369-343,369-100%$27.6M———
Susquehanna International Group, LLP
N/A—331,242-331,242-100%$26.6M———
New York State Common Retirement Fund
N/A—324,824-324,824-100%$26.1M———
Mariner, LLC
N/A—317,774-317,774-100%$25.5M———
Canada Pension Plan Investment Board
N/A—316,100-316,100-100%$25.4M———
BNP Paribas Asset Management Holding S.A.
N/A—312,106-312,106-100%$25.1M———
Swiss National Bank
N/A—306,800-306,800-100%$24.6M———
FIL Ltd
N/A—292,523-292,523-100%$23.5M———
Amova Asset Management Americas, Inc.
N/A—281,233-281,233-100%$22.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—274,607-274,607-100%$22.0M———
Walleye Capital LLC
N/A—248,634-248,634-100%$20.0M———
Freestone Grove Partners LP
N/A—243,730-243,730-100%$19.6M———
Nomura Asset Management International Inc.
N/A—241,779-241,779-100%$19.4M———
Teacher Retirement System of Texas
N/A—237,720-237,720-100%$19.1M———
Raymond James Financial Inc
N/A—222,267-222,267-100%$17.8M———
Eventide Asset Management, LLC
N/A—216,431-216,431-100%$17.4M———
ING Groep NV
N/A—204,565-204,565-100%$16.4M———
Octahedron Capital Management L.P.
N/A—203,000-203,000-100%$16.3M———
Stifel Financial Corp
N/A—202,453-202,453-100%$16.3M———
Cerity Partners LLC
N/A—193,861-193,861-100%$15.6M———
Ameriprise Financial Inc
N/A—190,839-190,839-100%$15.3M———
California State Teachers Retirement System
N/A—184,127-184,127-100%$14.8M———
California Public Employees Retirement System
N/A—177,252-177,252-100%$14.2M———
State of Wisconsin Investment Board
N/A—169,009-169,009-100%$13.6M———
HRT Financial LP
N/A—159,878-159,878-100%$12.8M———
HighTower Advisors, LLC
N/A—157,913-157,913-100%$12.7M———
Vanguard Asset Management, Ltd
N/A—148,096-148,096-100%$11.9M———
Mercer Global Advisors Inc
N/A—146,854-146,854-100%$11.8M———
Rhumbline Advisers
N/A—139,213-139,213-100%$11.2M———
Algert Global LLC
N/A—138,439-138,439-100%$11.1M———
Victory Capital Management Inc
N/A—131,371-131,371-100%$10.5M———
Millennium Management LLC
N/A—131,091-131,091-100%$10.5M———
Jump Financial, LLC
N/A—129,437-129,437-100%$10.4M———
Susquehanna Fundamental Investments, LLC
N/A—126,180-126,180-100%$10.1M———
Z3 Capital Partners, LLC
N/A—125,408-125,408-100%$10.1M———
Invesco Ltd.
N/A—125,170-125,170-100%$10.0M———
Osaic Holdings, Inc.
N/A—124,461-124,461-100%$10.0M———
Hudson Bay Capital Management LP
N/A—124,000-124,000-100%$10.0M———
Bienville Capital Management, LLC
N/A—120,987-120,987-100%$9.7M———
Daventry Group, LP
N/A—113,187-113,187-100%$9.1M———
State Board of Administration of Florida Retirement System
N/A—112,555-112,555-100%$9.0M———
IQ EQ Fund Management (Ireland) Ltd
N/A—110,742-110,742-100%$8.9M———
Mirova
N/A—110,000-110,000-100%$8.8M———
Curi Capital, LLC
N/A—108,090-108,090-100%$8.7M———
Gotham Asset Management, LLC
N/A—107,773-107,773-100%$8.7M———
Voleon Capital Management LP
N/A—107,273-107,273-100%$8.6M———
Manufacturers Life Insurance Company, the
N/A—106,338-106,338-100%$8.5M———
SEI Investments Co
N/A—101,831-101,831-100%$8.2M———
1832 Asset Management L.P.
N/A—101,300-101,300-100%$8.1M———
LOS Angeles Capital Management LLC
N/A—98,603-98,603-100%$7.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—96,773-96,773-100%$7.8M———
Jacobs Levy Equity Management, Inc
N/A—95,278-95,278-100%$7.6M———
Deepwater Asset Management, LLC
N/A—94,601-94,601-100%$7.6M———
Jones Financial Companies Lllp
N/A—91,609-91,609-100%$6.6M———
Allianz Asset Management GmbH
N/A—88,333-88,333-100%$7.1M———
ExodusPoint Capital Management, LP
N/A—87,157-87,157-100%$7.0M———
Quantinno Capital Management LP
N/A—86,777-86,777-100%$7.0M———
Brown Advisory Inc
N/A—85,469-85,469-100%$6.9M———
Envestnet Asset Management Inc
N/A—84,697-84,697-100%$6.8M———
Blair William & Co
N/A—83,360-83,360-100%$6.7M———
Natixis Advisors, LLC
N/A—81,053-81,053-100%$6.5M———
Cetera Investment Advisers
N/A—80,959-80,959-100%$6.5M———
Franklin Resources Inc
N/A—76,822-76,822-100%$6.2M———
Private Advisor Group, LLC
N/A—76,406-76,406-100%$6.1M———
Jupiter Topco LLC
N/A—71,563-71,563-100%$5.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—71,056-71,056-100%$5.7M———
Treasurer of the State of North Carolina
N/A—66,020-66,020-100%$5.3M———
Summit Trail Advisors, LLC
N/A—64,379-64,379-100%$5.2M———
Captrust Financial Advisors
N/A—63,063-63,063-100%$5.1M———
Vanguard Global Advisers, LLC
N/A—62,583-62,583-100%$5.0M———
Main Management ETF Advisors, LLC
N/A—57,723-57,723-100%$4.6M———
Focus Partners Wealth
N/A—55,373-55,373-100%$4.4M———
Banque Cantonale Vaudoise
N/A—54,751-54,751-100%$4.4M———
S&CO Inc
N/A—53,612-53,612-100%$4.3M———
Pinebridge Investments LLC
N/A—53,238-53,238-100%$4.3M———
Point72 Asset Management, L.P.
N/A—52,944-52,944-100%$4.3M———
Orion Porfolio Solutions, LLC
N/A—50,759-50,759-100%$4.1M———
BW Gestao de Investimentos Ltda.
N/A—45,990-45,990-100%$3.7M———
RWA Wealth Partners, LLC
N/A—44,565-44,565-100%$3.6M———
WCM Investment Management, LLC
N/A—44,268-44,268-100%$3.4M———
Public Employees Retirement System of Ohio
N/A—44,184-44,184-100%$3.5M———
CIBC World Market Inc.
N/A—44,072-44,072-100%$3.5M———
Grandeur Peak Global Advisors, LLC
N/A—44,025-44,025-100%$3.5M———
O'Connor Alternative Investments LLC
N/A—43,600-43,600-100%$3.5M———
Hillsdale Investment Management Inc.
N/A—43,400-43,400-100%$3.5M———
Advisors Asset Management, Inc.
N/A—42,835-42,835-100%$3.4M———
Blackstone Inc.
N/A—42,810-42,810-100%$3.4M———
HSBC Holdings PLC
N/A—42,583-42,583-100%$3.4M———
Marshall Wace, LLP
N/A—42,031-42,031-100%$3.4M———
Thornburg Investment Management Inc
N/A—41,934-41,934-100%$3.4M———
Korea Investment Corp
N/A—40,135-40,135-100%$3.2M———
G2 Investment Partners Management LLC
N/A—39,100-39,100-100%$3.1M———
Arax Advisory Partners
N/A—38,266-38,266-100%$3.1M———
Qsemble Capital Management, LP
N/A—38,136-38,136-100%$3.1M———
Vanguard Investments Australia, Ltd.
N/A—38,080-38,080-100%$3.1M———
&partners
N/A—36,283-36,283-100%$2.9M———
Delta Global Management LP
N/A—35,596-35,596-100%$2.9M———
KLP Kapitalforvaltning AS
N/A—34,600-34,600-100%$2.8M———
FirstWave Capital Management LLC
N/A—33,807-33,807-100%$2.7M———
D. E. Shaw & Co., Inc.
N/A—33,464-33,464-100%$2.7M———
Bleakley Financial Group, LLC
N/A—33,343-33,343-100%$2.7M———
Discovery Capital Management, LLC / CT
N/A—33,169-33,169-100%$2.7M———
Altrafin AG
N/A—33,030-33,030-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—32,872-32,872-100%$2.6M———
State of Tennessee, Department of Treasury
N/A—32,337-32,337-100%$2.6M———
Sphera Management Technology Funds Ltd
N/A—30,730-30,730-100%$2.5M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—30,200-30,200-100%$2.4M———
Mediolanum International Funds Ltd
N/A—27,764-27,764-100%$2.1M———
Vident Advisory, LLC
N/A—27,553-27,553-100%$2.2M———
Rothschild Investment LLC
N/A—24,110-24,110-100%$1.9M———
Entropy Technologies, LP
N/A—24,092-24,092-100%$1.9M———
Sanctuary Advisors, LLC
N/A—22,830-22,830-100%$1.8M———
MAI Capital Management
N/A—22,517-22,517-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—21,471-21,471-100%$1.7M———
LMR Partners LLP
N/A—21,425-21,425-100%$1.7M———
Focus Partners Advisor Solutions, LLC
N/A—21,152-21,152-100%$1.7M———
Sivia Capital Partners, LLC
N/A—20,991-20,991-100%$1.7M———
Caprock Group, LLC
N/A—20,666-20,666-100%$1.7M———
Allstate Corp
N/A—20,484-20,484-100%$1.6M———
Boothbay Fund Management, LLC
N/A—20,272-20,272-100%$1.6M———
SCS Capital Management LLC
N/A—19,584-19,584-100%$1.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—18,852-18,852-100%$1.5M———
Guggenheim Capital LLC
N/A—18,587-18,587-100%$1.5M———
Pacer Advisors, Inc.
N/A—17,730-17,730-100%$1.4M———
Buckland Partners Management Co LLC
N/A—17,000-17,000-100%$1.4M———
SIG Brokerage, LP
N/A—16,658-16,658-100%$1.3M———
Dynamic Technology Lab Private Ltd
N/A—16,266-16,266-100%$1.3M———
Pallas Capital Advisors LLC
N/A—16,033-16,033-100%$1.3M———
Moneta Group Investment Advisors LLC
N/A—15,832-15,832-100%$1.3M———
Odyssean, LLC
N/A—15,782-15,782-100%$1.3M———
Bull Harbor Capital LLC
N/A—15,249-15,249-100%$1.2M———
GSA Capital Partners LLP
N/A—15,008-15,008-100%$1.2M———
Jane Street Group, LLC
N/A—14,992-14,992-100%$1.2M———
Quantbot Technologies LP
N/A—14,664-14,664-100%$1.2M———
Public Employees Retirement Association of Colorado
N/A—14,273-14,273-100%$1.1M———
SIH Partners, Lllp
N/A—14,250-14,250-100%$1.1M———
Van Hulzen Asset Management, LLC
N/A—14,104-14,104-100%$1.1M———
Snowden Capital Advisors LLC
N/A—14,031-14,031-100%$1.1M———
Evolutionary Tree Capital Management, LLC
N/A—13,549-13,549-100%$1.1M———
Lazard Asset Management LLC
N/A—13,302-13,302-100%$1.1M———
NewEdge Wealth, LLC
N/A—12,921-12,921-100%$1.0M———
Waddell & Associates, LLC
N/A—11,905-11,905-100%$955.7K———
Utah Retirement Systems
N/A—11,874-11,874-100%$953.2K———
Vanguard Personalized Indexing Management, LLC
N/A—11,551-11,551-100%$927.3K———
Evolve Private Wealth, LLC
N/A—11,365-11,365-100%$912.4K———
Brevan Howard Capital Management LP
N/A—10,858-10,858-100%$871.7K———
Federation des caisses Desjardins du Quebec
N/A—10,377-10,377-100%$833.1K———
Mitsubishi UFJ Trust & Banking Corp
N/A—10,311-10,311-100%$827.8K———
Arkadios Wealth Advisors
N/A—10,051-10,051-100%$806.9K———
Coastal Bridge Advisors, LLC
N/A—10,050-10,050-100%$806.8K———
Waverly Advisors, LLC
N/A—9,671-9,671-100%$776.4K———
CreativeOne Wealth, LLC
N/A—9,524-9,524-100%$764.6K———
Cohen & Steers, Inc.
N/A—9,000-9,000-100%$723.0K———
Worldquant Millennium Advisors LLC
N/A—8,741-8,741-100%$701.7K———
Dynasty Wealth Management, LLC
N/A—8,567-8,567-100%$687.8K———
BIT Capital GmbH
N/A—8,518-8,518-100%$683.8K———
Ensign Peak Advisors, Inc
N/A—8,400-8,400-100%$674.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—8,300-8,300-100%$666.3K———
Pathstone Holdings, LLC
N/A—8,281-8,281-100%$664.8K———
Westpac Banking Corp
N/A—8,150-8,150-100%$654.3K———
Transcend Capital Advisors, LLC
N/A—7,709-7,709-100%$618.9K———
DnB Asset Management AS
N/A—7,649-7,649-100%$614.1K———
Engineers Gate Manager LP
N/A—7,600-7,600-100%$610.1K———
Prudential Financial Inc
N/A—7,315-7,315-100%$587.2K———
DRW Securities, LLC
N/A—7,297-7,297-100%$585.8K———
Caerus Investment Advisors, LLC
N/A—6,892-6,892-100%$553.3K———
Choate Investment Advisors
N/A—6,700-6,700-100%$537.9K———
NewEdge Advisors, LLC
N/A—6,649-6,649-100%$533.8K———
MetLife Investment Management, LLC
N/A—6,627-6,627-100%$532.0K———
Forefront Wealth Partners, LLC
N/A—6,621-6,621-100%$531.5K———
Callan Family Office, LLC
N/A—6,579-6,579-100%$528.2K———
Advisory Services Network, LLC
N/A—6,394-6,394-100%$513.3K———
Polen Capital Management LLC
N/A—6,201-6,201-100%$497.8K———
Novare Capital Management LLC
N/A—6,190-6,190-100%$496.9K———
Man Group plc
N/A—6,168-6,168-100%$495.2K———
Capstone Investment Advisors, LLC
N/A—6,096-6,096-100%$489.4K———
MML Investors Services, LLC
N/A—6,076-6,076-100%$487.7K———
American Century Companies Inc
N/A—5,813-5,813-100%$466.7K———
Vestmark Advisory Solutions, Inc.
N/A—5,707-5,707-100%$458.2K———
Global Retirement Partners, LLC
N/A—5,460-5,460-100%$438.3K———
EP Wealth Advisors, LLC
N/A—5,315-5,315-100%$426.7K———
M&T Bank Corp
N/A—5,314-5,314-100%$427.0K———
Bridgefront Capital, LLC
N/A—5,069-5,069-100%$406.9K———
Neo Ivy Capital Management
N/A—5,008-5,008-100%$402.0K———
Tidal Investments LLC
N/A—4,878-4,878-100%$391.6K———
Alpine Woods Capital Investors, LLC
N/A—4,776-4,776-100%$383.4K———
Flow Traders U.S. LLC
N/A—4,712-4,712-100%$378.0K———
Foundations Investment Advisors, LLC
N/A—4,688-4,688-100%$376.4K———
Ankerstar Wealth, LLC
N/A—4,459-4,459-100%$358.0K———
Prelude Capital Management, LLC
N/A—4,357-4,357-100%$349.8K———
Rothschild Wealth LLC
N/A—4,316-4,316-100%$346.5K———
Jackson Thornton Wealth Management, LLC
N/A—4,261-4,261-100%$342.1K———
Cura Wealth Advisors, LLC
N/A—4,090-4,090-100%$328.3K———
OneDigital Investment Advisors LLC
N/A—4,024-4,024-100%$323.0K———
Caisse de Depot ET Placement DU Quebec
N/A—4,000-4,000-100%$321.1K———
Sequoia Financial Advisors, LLC
N/A—3,950-3,950-100%$317.1K———
AE Wealth Management LLC
N/A—3,786-3,786-100%$304.0K———
Knightsbridge Asset Management, LLC
N/A—3,634-3,634-100%$291.7K———
Jasper Ridge Partners, L.P.
N/A—3,550-3,550-100%$285.0K———
Fi3 Financial Advisors, LLC
N/A—3,493-3,493-100%$662.7K———
PFG Investments, LLC
N/A—3,455-3,455-100%$277.4K———
Cresset Asset Management, LLC
N/A—3,379-3,379-100%$271.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,349-3,349-100%$268.9K———
Savvy Advisors, Inc.
N/A—3,330-3,330-100%$267.3K———
Cliffwater LLC
N/A—3,184-3,184-100%$255.6K———
New World Advisors LLC
N/A—3,177-3,177-100%$255.1K———
Frec Markets, Inc.
N/A—3,067-3,067-100%$246.2K———
Skandinaviska Enskilda Banken AB (publ)
N/A—3,000-3,000-100%$240.8K———
Proficio Capital Partners LLC
N/A—2,979-2,979-100%$239.2K———
Alphadyne Asset Management LP
N/A—2,774-2,774-100%$222.7K———
Old Mission Capital LLC
N/A—2,693-2,693-100%$216.2K———
Palumbo Wealth Management LLC
N/A—2,596-2,596-100%$208.4K———
Keel Point, LLC
N/A—2,559-2,559-100%$205.4K———
Liberty Mutual Group Asset Management Inc.
N/A—2,448-2,448-100%$196.5K———
Parallax Volatility Advisers, L.P.
N/A—1,760-1,760-100%$141.3K———
DV Trading LLC
N/A—1,712-1,712-100%$137.4K———
Crewe Advisors LLC
N/A—1,500-1,500-100%$120.4K———
BFC Planning, Inc.
N/A—1,193-1,193-100%$95.8K———
Operose Advisors LLC
N/A—1,191-1,191-100%$95.6K———
Hollencrest Capital Management
N/A—500-500-100%$40.1K———
Quarry LP
N/A—442-442-100%$35.5K———
Aquatic Capital Management LLC
N/A—390-390-100%$31.3K———
ST Germain D J Co Inc
N/A—300-300-100%$24.1K———
Atlantic Union Bankshares Corp
N/A—300-300-100%$24.1K———
Mark Sheptoff Financial Planning, LLC
N/A—300-300-100%$24.1K———
Bogart Wealth, LLC
N/A—218-218-100%$17.5K———
Westfuller Advisors, LLC
N/A—150-150-100%$12.0K———
Whittier Trust Co of Nevada Inc
N/A—147-147-100%$12.8K———
Anchor Investment Management, LLC
N/A—105-105-100%$8.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—93-93-100%$7.5K———
Continuum Advisory, LLC
N/A—92-92-100%$7.4K———
Rialto Wealth Management, LLC
N/A—71-71-100%$5.7K———
CVA Family Office, LLC
N/A—63-63-100%$5.1K———
Northwestern Mutual Wealth Management Co
N/A—63-63-100%$5.1K———
StepStone Group LP
N/A—60-60-100%$4.8K———
JPL Wealth Management, LLC
N/A—52-52-100%$4.2K———
Sachetta, LLC
N/A—51-51-100%$4.1K———
Fiduciary Financial Advisors
N/A—48-48-100%$3.7K———
Keating Financial Advisory Services, Inc.
N/A—38-38-100%$3.1K———
Investors Portfolio Services LLC
N/A—33-33-100%$2.6K———
Transamerica Financial Advisors, LLC
N/A—21-21-100%$1.7K———
Tower Research Capital LLC (TRC)
N/A—19-19-100%$1.5K———
Brown Brothers Harriman & Co
N/A—14-14-100%$1.1K———
Smartleaf Asset Management LLC
N/A—13-13-100%$995———
HFM Investment Advisors, LLC
N/A—7-7-100%$562———
SHP Wealth Management
N/A—7-7-100%$562———
Elequin Capital, LP
N/A—5-5-100%$401———
LRI Investments, LLC
N/A—4-4-100%$321———
Huntington National Bank
N/A—3-3-100%$241———
Medallion Wealth Advisors, LLC
N/A—2-2-100%$161———
Godfrey Financial Associates, Inc.
N/A—2-2-100%$161———
Measured Wealth Private Client Group, LLC
N/A—1-1-100%$45———
Showing 660 of 660 institutions