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SS Spdr DOW Jones REIT ETF (RWR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares346,386 from 215,885
Change+130,501 (+60%)
Value$36.3M (+$12.0M)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares123,086 from 118,883
Change+4,203 (+4%)
Value$12.9M (-$516.1K)
Filed 2026-10-23
Frederick Financial Consultants, LLC
INCREASED
Shares113,489 from 110,070
Change+3,419 (+3%)
Value$11.9M (-$527.3K)
Filed 2026-10-29
Patton Fund Management, Inc.
DECREASED
Shares102,720 from 107,494
Change-4,774 (-4%)
Value$10.8M (-$1.4M)
Filed 2026-10-13
Affinity Wealth LLC
INCREASED
Shares93,760 from 91,986
Change+1,774 (+2%)
Value$10.1M (-$320.9K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares91,103 from 92,156
Change-1,053 (-1%)
Value$9.6M (-$852.3K)
Filed 2026-11-02
St. Clair Advisors, LLC
DECREASED
Shares85,995 from 86,445
Change-450 (-1%)
Value$9.0M (-$743.2K)
Filed 2026-10-13
DT Investment Partners, LLC
INCREASED
Shares73,696 from 71,695
Change+2,001 (+3%)
Value$7.7M (-$367.2K)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares37,759 from 40,941
Change-3,182 (-8%)
Value$4.0M (-$663.5K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares34,954 from 37,395
Change-2,441 (-7%)
Value$3.7M (-$557.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares28,601 from 34,580
Change-5,979 (-17%)
Value$3.0M (-$905.7K)
Filed 2026-11-02
City Holding Co
INCREASED
Shares25,260 from 25,080
Change+180 (+1%)
Value$2.7M (-$183.0K)
Filed 2026-10-19
Rebalance, LLC
INCREASED
Shares24,951 from 24,573
Change+378 (+2%)
Value$2.6M (-$158.1K)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares22,004 from 41,839
Change-19,835 (-47%)
Value$2.3M (-$2.4M)
Filed 2026-10-21
Independent Solutions Wealth Management, LLC
NEW
Shares19,574
Change+19,574
Value$2.1M
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED
Shares18,476 from 17,627
Change+849 (+5%)
Value$1.9M (-$52.8K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares15,157 from 15,883
Change-726 (-5%)
Value$1.6M (-$204.0K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,668 from 13,294
Change+374 (+3%)
Value$1.4K (-$1.5M)
Filed 2026-11-02
Moller Wealth Partners
DECREASED
Shares13,072 from 13,105
Change-33 (0%)
Value$1.4M (-$109.0K)
Filed 2026-10-15
Omega Financial Group, LLC
DECREASED
Shares12,906 from 12,948
Change-42 (0%)
Value$1.4M (-$108.6K)
Filed 2026-10-29
Davidson Trust Co
UNCHANGED
Shares11,999 from 11,999
Change0 (0%)
Value$1.3M (-$96.6K)
Filed 2026-10-09
Lee Financial Co
INCREASED
Shares11,826 from 10,851
Change+975 (+9%)
Value$1.2M (+$15.0K)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares11,632 from 11,656
Change-24 (0%)
Value$1.2M (-$96.3K)
Filed 2026-10-19
Atlas Brown,Inc.
DECREASED
Shares10,755 from 12,066
Change-1,311 (-11%)
Value$1.1M (-$234.7K)
Filed 2026-10-09
Camelot Technology Advisors, Inc.
INCREASED
Shares9,032 from 8,275
Change+757 (+9%)
Value$947.7K (+$12.8K)
Filed 2026-10-09
Gibson Capital, LLC
UNCHANGED
Shares8,995 from 8,995
Change0 (0%)
Value$943.8K (-$72.4K)
Filed 2026-10-23
Simon Quick Advisors, LLC
INCREASED
Shares7,710 from 7,258
Change+452 (+6%)
Value$808.9K (-$11.0K)
Filed 2026-10-26
Fund Evaluation Group, LLC
UNCHANGED
Shares7,570 from 7,570
Change0 (0%)
Value$794.2K (-$60.9K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares7,003 from 7,845
Change-842 (-11%)
Value$734.8K (-$151.4K)
Filed 2026-11-04
Globalt Investments LLC / GA
NEW
Shares6,263
Change+6,263
Value$657.1K
Filed 2026-10-27
Clientfirst Wealth Management, LLC
UNCHANGED
Shares6,252 from 6,252
Change0 (0%)
Value$656.0K (-$50.3K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares6,237 from 5,665
Change+572 (+10%)
Value$654.4K (+$14.4K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares5,730 from 5,730
Change0 (0%)
Value$601.2K (-$46.1K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares5,700 from 6,021
Change-321 (-5%)
Value$598.0K (-$82.1K)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares5,040 from 14,345
Change-9,305 (-65%)
Value$529 (-$1.6M)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares4,607 from 4,713
Change-106 (-2%)
Value$483.7K (-$48.8K)
Filed 2026-10-08
ARK & TLK Investments, LLC
UNCHANGED
Shares4,472 from 4,472
Change0 (0%)
Value$469.2K (-$36.0K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares4,331 from 4,403
Change-72 (-2%)
Value$454.3K (-$43.1K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
DECREASED
Shares4,274 from 4,304
Change-30 (-1%)
Value$448.4K (-$37.8K)
Filed 2026-10-21
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares4,081 from 4,081
Change0 (0%)
Value$428.2K (-$32.9K)
Filed 2026-11-02
Forum Financial Management, LP
UNCHANGED
Shares4,032 from 4,032
Change0 (0%)
Value$423.0K (-$32.5K)
Filed 2026-10-16
WealthPoint Financial, LLC
INCREASED
Shares3,934 from 3,884
Change+50 (+1%)
Value$412.8K (-$26.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,907 from 3,783
Change+124 (+3%)
Value$405.9K (-$24.9K)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares3,615 from 3,746
Change-131 (-3%)
Value$379.2K (-$44.0K)
Filed 2026-10-15
Plancorp, LLC
INCREASED
Shares3,344 from 2,646
Change+698 (+26%)
Value$362.6K (+$59.3K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares3,146 from 3,117
Change+29 (+1%)
Value$337.9K (-$25.9K)
Filed 2026-10-27
Aspiriant, LLC
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$318.4K (-$24.4K)
Filed 2026-10-16
Trilogy Capital Inc.
DECREASED
Shares2,964 from 3,199
Change-235 (-7%)
Value$311.0K (-$50.4K)
Filed 2026-10-20
Private Trust Co NA
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$294.2K (-$22.6K)
Filed 2026-10-20
Beacon Financial Group
UNCHANGED
Shares2,795 from 2,795
Change0 (0%)
Value$293.3K (-$22.5K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
INCREASED
Shares2,786 from 2,776
Change+10 (+0%)
Value$292.4K (-$21.2K)
Filed 2026-11-03
Lewis Asset Management, LLC
DECREASED
Shares2,750 from 2,879
Change-129 (-4%)
Value$288.6K (-$36.6K)
Filed 2026-10-14
Nixon Peabody Trust Co
DECREASED
Shares2,652 from 2,653
Change-1 (0%)
Value$278.2K (-$21.5K)
Filed 2026-10-23
Allstreet Capital Advisors LLC
UNCHANGED
Shares2,627 from 2,627
Change0 (0%)
Value$275.6K (-$21.1K)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,533 from 2,533
Change0 (0%)
Value$265.8K (-$20.4K)
Filed 2026-10-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,504 from 2,493
Change+11 (+0%)
Value$262.8K (-$18.9K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares2,473 from 2,315
Change+158 (+7%)
Value$256.9K (-$6.7K)
Filed 2026-10-09
Avion Wealth
DECREASED
Shares2,386 from 3,066
Change-680 (-22%)
Value$250 (-$345.8K)
Filed 2026-11-04
Destiny Capital Corp
DECREASED
Shares2,352 from 2,411
Change-59 (-2%)
Value$246.8K (-$25.6K)
Filed 2026-11-03
FSA Wealth Partners, Inc.
INCREASED
Shares2,320 from 1,916
Change+404 (+21%)
Value$243.4K (+$27.0K)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$237.6K (-$18.2K)
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$235.5K (-$18.1K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares2,242 from 4,518
Change-2,276 (-50%)
Value$235.2K (-$275.2K)
Filed 2026-10-27
AWM Capital, LLC
DECREASED
Shares2,163 from 5,405
Change-3,242 (-60%)
Value$227.0K (-$383.6K)
Filed 2026-10-16
Cornerstone Wealth, LLC
UNCHANGED
Shares2,143 from 2,143
Change0 (0%)
Value$230.2K (-$14.8K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares2,083
Change+2,083
Value$231.5K
Filed 2026-11-03
Curran Financial Partners, LLC
DECREASED
Shares2,034 from 2,311
Change-277 (-12%)
Value$213.4K (-$47.7K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares2,008 from 2,108
Change-100 (-5%)
Value$210.7K (-$27.5K)
Filed 2026-10-26
Eastern Bank
UNCHANGED
Shares1,938 from 1,938
Change0 (0%)
Value$203.3K (-$15.6K)
Filed 2026-10-05
NTV Asset Management LLC
UNCHANGED
Shares1,932 from 1,932
Change0 (0%)
Value$202.7K (-$15.6K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED
Shares1,920 from 2,370
Change-450 (-19%)
Value$201.5K (-$66.2K)
Filed 2026-11-05
BLB&B Advisors, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$201.4K (-$15.5K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,873 from 1,873
Change0 (0%)
Value$196.5K (-$15.1K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares1,714 from 2,622
Change-908 (-35%)
Value$179.8K (-$116.4K)
Filed 2026-10-28
AlphaCore Capital LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$128.5K (-$9.9K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
INCREASED
Shares1,185 from 1,174
Change+11 (+1%)
Value$124.3K (-$8.3K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares1,142 from 99
Change+1,043 (+1054%)
Value$119.8K (+$108.6K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$105.9K (-$8.1K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$103.3K (-$7.9K)
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$96.5K (-$7.4K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares875
Change+875
Value$91.8K
Filed 2026-10-21
First Premier Bank
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$87 (-$7)
Filed 2026-10-13
TD Private Client Wealth LLC
DECREASED
Shares818 from 829
Change-11 (-1%)
Value$85.8K (-$7.8K)
Filed 2026-10-28
Ares Financial Consulting, LLC
INCREASED
Shares583 from 578
Change+5 (+1%)
Value$61.2K (-$4.1K)
Filed 2026-10-19
Richardson Financial Services Inc.
DECREASED
Shares579 from 1,853
Change-1,274 (-69%)
Value$60.8K (-$148.6K)
Filed 2026-10-30
Montag A & Associates Inc
NEW
Shares568
Change+568
Value$59.6K
Filed 2026-10-29
Laurel Wealth Advisors LLC
NEW
Shares498
Change+498
Value$52.3K
Filed 2026-10-27
Balentine LLC
INCREASED
Shares496 from 492
Change+4 (+1%)
Value$52.1K (-$3.5K)
Filed 2026-11-03
Evermay Wealth Management LLC
DECREASED
Shares479 from 509
Change-30 (-6%)
Value$50.3K (-$7.2K)
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$47.2K (-$3.6K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares411 from 3,896
Change-3,485 (-89%)
Value$43.1K (-$397.0K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$36.2K (-$2.8K)
Filed 2026-10-22
Redwood Park Advisors LLC
INCREASED
Shares317 from 314
Change+3 (+1%)
Value$33.3K (-$2.2K)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares299
Change+299
Value$31.4K
Filed 2026-10-23
SJS Investment Consulting Inc.
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$27.1K (-$2.1K)
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$26.4K (-$2.0K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares243 from 238
Change+5 (+2%)
Value$25.5K (-$1.4K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares239 from 237
Change+2 (+1%)
Value$25.0K (-$1.7K)
Filed 2026-10-30
Costello Asset Management, Inc
INCREASED
Shares215 from 213
Change+2 (+1%)
Value$22.6K (-$1.5K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.0K (-$1.6K)
Filed 2026-10-28
Beacon Capital Management, Inc.
INCREASED
Shares194 from 193
Change+1 (+1%)
Value$20.4K (-$1.4K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$15.7K (-$1.2K)
Filed 2026-10-13
Grove Bank & Trust
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$13.2K (-$1.0K)
Filed 2026-10-08
Triumph Capital Management
NEW
Shares125
Change+125
Value$13.1K
Filed 2026-10-14
Pflug Koory, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$12.4K (-$931)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.5K (-$886)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$9.4K (-$724)
Filed 2026-11-03
EPG Wealth Management LLC
INCREASED
Shares85 from 84
Change+1 (+1%)
Value$8.9K (-$598)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$8.2K (-$628)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares69 from 82
Change-13 (-16%)
Value$7.2K (-$2.0K)
Filed 2026-10-28
Miller Global Investments, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.8K (-$523)
Filed 2026-10-02
Parkside Financial Bank & Trust
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.3K (-$483)
Filed 2026-10-27
Beacon Financial Strategies Corp
NEW
Shares56
Change+56
Value$5.9K
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares49 from 398
Change-349 (-88%)
Value$5.1K (-$39.8K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares45 from 324
Change-279 (-86%)
Value$5 (-$32)
Filed 2026-10-02
Investors Research Corp
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.7K (-$363)
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.6K (-$354)
Filed 2026-10-15
Morling Financial Advisors, LLC
NEW
Shares35
Change+35
Value$3.7K
Filed 2026-10-28
Birchbrook, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.6K (-$273)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.4K (-$258)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares28 from 102
Change-74 (-73%)
Value$2.9K (-$8.6K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
NEW
Shares27
Change+27
Value$2.8K
Filed 2026-10-20
Manchester Capital Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.6K (-$121)
Filed 2026-10-22
Cape Investment Advisory, Inc.
DECREASED
Shares14 from 39
Change-25 (-64%)
Value$1.5K (-$2.9K)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED
Shares13 from 28
Change-15 (-54%)
Value$1.4K (-$1.8K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.2K (-$89)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (-$92)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares7
Change+7
Value$734
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$210 (-$16)
Filed 2026-10-23
McMill Wealth Management
CLOSED
Shares0 from 307,264
Change-307,264 (-100%)
Value$0 (-$27.0M)
Filed 2026-11-05
Autumn Glory Partners, LLC
CLOSED
Shares0 from 4,255
Change-4,255 (-100%)
Value$0 (-$480.7K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 4,056
Change-4,056 (-100%)
Value$0 (-$458.2K)
Filed 2026-10-13
Landmark Wealth Management, Inc.
CLOSED
Shares0 from 3,086
Change-3,086 (-100%)
Value$0 (-$348.6K)
Filed 2026-11-04
Smart Wealth LLC
CLOSED
Shares0 from 2,746
Change-2,746 (-100%)
Value$0 (-$310.2K)
Filed 2026-11-04
Newport Capital Group, LLC
CLOSED
Shares0 from 2,416
Change-2,416 (-100%)
Value$0 (-$273.0K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 2,289
Change-2,289 (-100%)
Value$0 (-$258.6K)
Filed 2026-10-16
Torrey Growth & Income Advisors
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$352.7K)
Filed 2026-11-04
Midwest Trust Co
CLOSED
Shares0 from 2,096
Change-2,096 (-100%)
Value$0 (-$236.8K)
Filed 2026-10-22
Chesley Taft & Associates LLC
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-13
CWA Asset Management Group, LLC
CLOSED
Shares0 from 1,799
Change-1,799 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-19
Simplex Trading, LLC
CLOSED
Shares0 from 590
Change-590 (-100%)
Value$0 (-$66.7K)
Filed 2026-11-04
Covestor Ltd
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$4)
Filed 2026-10-30
Key Capital Management, Inc
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-03
Networth Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$226)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares0 from 578
Change-578 (-100%)
Value$37 (-$65.3K)
Filed 2026-10-28
Northern Trust Corp
N/A
Shares— from 2,364,264
Change-2,364,264 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,352,000
Change-2,352,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 485,751
Change-485,751 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 453,255
Change-453,255 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 449,175
Change-449,175 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 357,038
Change-357,038 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 340,210
Change-340,210 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 295,260
Change-295,260 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 285,236
Change-285,236 (-100%)
Value—
UBS Group AG
N/A
Shares— from 275,552
Change-275,552 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 220,354
Change-220,354 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 217,830
Change-217,830 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 141,935
Change-141,935 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 130,287
Change-130,287 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 93,985
Change-93,985 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 92,691
Change-92,691 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 84,493
Change-84,493 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 64,335
Change-64,335 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 63,340
Change-63,340 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,089
Change-48,089 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 42,286
Change-42,286 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 40,496
Change-40,496 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,687
Change-39,687 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 39,073
Change-39,073 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,342
Change-38,342 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 37,950
Change-37,950 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 37,950
Change-37,950 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 37,616
Change-37,616 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,025
Change-37,025 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 33,275
Change-33,275 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 29,804
Change-29,804 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 29,387
Change-29,387 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 27,621
Change-27,621 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 27,382
Change-27,382 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 26,242
Change-26,242 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 25,245
Change-25,245 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 23,177
Change-23,177 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,995
Change-22,995 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,087
Change-19,087 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 18,642
Change-18,642 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 16,833
Change-16,833 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 16,602
Change-16,602 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 16,517
Change-16,517 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 15,550
Change-15,550 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 13,737
Change-13,737 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 13,550
Change-13,550 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,256
Change-13,256 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 11,709
Change-11,709 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,332
Change-11,332 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 10,814
Change-10,814 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 9,145
Change-9,145 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,305
Change-8,305 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,749
Change-7,749 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Florida Trust Wealth Management Co
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Blair William & Co
N/A
Shares— from 823
Change-823 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 813
Change-813 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 358
Change-358 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Motco
N/A
Shares— from 196
Change-196 (-100%)
Value—
Bayban
N/A
Shares— from 191
Change-191 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 121
Change-121 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Larson Financial Group LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 99
Change-99 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 75
Change-75 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
EFG International AG
N/A
Shares— from 50
Change-50 (-100%)
Value—
Rossby Financial, LCC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 33
Change-33 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Natixis
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Truist Financial Corp
INCREASED346,386215,885+130,501+60%$24.4M$36.3M+$12.0M2026-10-30
Evergreen Capital Management LLC
INCREASED123,086118,883+4,203+4%$13.4M$12.9M-$516.1K2026-10-23
Frederick Financial Consultants, LLC
INCREASED113,489110,070+3,419+3%$12.4M$11.9M-$527.3K2026-10-29
Patton Fund Management, Inc.
DECREASED102,720107,494-4,774-4%$12.1M$10.8M-$1.4M2026-10-13
Affinity Wealth LLC
INCREASED93,76091,986+1,774+2%$10.4M$10.1M-$320.9K2026-11-03
Creative Planning
DECREASED91,10392,156-1,053-1%$10.4M$9.6M-$852.3K2026-11-02
St. Clair Advisors, LLC
DECREASED85,99586,445-450-1%$9.8M$9.0M-$743.2K2026-10-13
DT Investment Partners, LLC
INCREASED73,69671,695+2,001+3%$8.1M$7.7M-$367.2K2026-10-27
Citizens Financial Group Inc
DECREASED37,75940,941-3,182-8%$4.6M$4.0M-$663.5K2026-10-23
Kestra Advisory Services, LLC
DECREASED34,95437,395-2,441-7%$4.2M$3.7M-$557.1K2026-11-02
Commonwealth Equity Services, LLC
DECREASED28,60134,580-5,979-17%$3.9M$3.0M-$905.7K2026-11-02
City Holding Co
INCREASED25,26025,080+180+1%$2.8M$2.7M-$183.0K2026-10-19
Rebalance, LLC
INCREASED24,95124,573+378+2%$2.8M$2.6M-$158.1K2026-10-22
Assetmark, Inc
DECREASED22,00441,839-19,835-47%$4.7M$2.3M-$2.4M2026-10-21
Independent Solutions Wealth Management, LLC
NEW19,574—+19,574——$2.1M—2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED18,47617,627+849+5%$2.0M$1.9M-$52.8K2026-10-30
SBI Securities Co., Ltd.
DECREASED15,15715,883-726-5%$1.8M$1.6M-$204.0K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED13,66813,294+374+3%$1.5M$1.4K-$1.5M2026-11-02
Moller Wealth Partners
DECREASED13,07213,105-330%$1.5M$1.4M-$109.0K2026-10-15
Omega Financial Group, LLC
DECREASED12,90612,948-420%$1.5M$1.4M-$108.6K2026-10-29
Davidson Trust Co
UNCHANGED11,99911,99900%$1.4M$1.3M-$96.6K2026-10-09
Lee Financial Co
INCREASED11,82610,851+975+9%$1.2M$1.2M+$15.0K2026-10-16
Phillips Financial Management, LLC
DECREASED11,63211,656-240%$1.3M$1.2M-$96.3K2026-10-19
Atlas Brown,Inc.
DECREASED10,75512,066-1,311-11%$1.4M$1.1M-$234.7K2026-10-09
Camelot Technology Advisors, Inc.
INCREASED9,0328,275+757+9%$934.9K$947.7K+$12.8K2026-10-09
Gibson Capital, LLC
UNCHANGED8,9958,99500%$1.0M$943.8K-$72.4K2026-10-23
Simon Quick Advisors, LLC
INCREASED7,7107,258+452+6%$819.9K$808.9K-$11.0K2026-10-26
Fund Evaluation Group, LLC
UNCHANGED7,5707,57000%$855.2K$794.2K-$60.9K2026-11-05
Lido Advisors, LLC
DECREASED7,0037,845-842-11%$886.3K$734.8K-$151.4K2026-11-04
Globalt Investments LLC / GA
NEW6,263—+6,263——$657.1K—2026-10-27
Clientfirst Wealth Management, LLC
UNCHANGED6,2526,25200%$706.3K$656.0K-$50.3K2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED6,2375,665+572+10%$640.0K$654.4K+$14.4K2026-11-04
Key FInancial Inc
UNCHANGED5,7305,73000%$647.3K$601.2K-$46.1K2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED5,7006,021-321-5%$680.2K$598.0K-$82.1K2026-10-16
Park Avenue Securities LLC
DECREASED5,04014,345-9,305-65%$1.6M$529-$1.6M2026-10-26
Farther Finance Advisors, LLC
DECREASED4,6074,713-106-2%$532.5K$483.7K-$48.8K2026-10-08
ARK & TLK Investments, LLC
UNCHANGED4,4724,47200%$505.2K$469.2K-$36.0K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED4,3314,403-72-2%$497.4K$454.3K-$43.1K2026-10-27
Wealthcare Advisory Partners LLC
DECREASED4,2744,304-30-1%$486.2K$448.4K-$37.8K2026-10-21
Burke & Herbert Bank & Trust Co
UNCHANGED4,0814,08100%$461.0K$428.2K-$32.9K2026-11-02
Forum Financial Management, LP
UNCHANGED4,0324,03200%$455.5K$423.0K-$32.5K2026-10-16
WealthPoint Financial, LLC
INCREASED3,9343,884+50+1%$438.8K$412.8K-$26.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED3,9073,783+124+3%$430.8K$405.9K-$24.9K2026-10-13
Moisand Fitzgerald Tamayo, LLC
DECREASED3,6153,746-131-3%$423.2K$379.2K-$44.0K2026-10-15
Plancorp, LLC
INCREASED3,3442,646+698+26%$303.3K$362.6K+$59.3K2026-11-03
Chicago Partners Investment Group LLC
INCREASED3,1463,117+29+1%$363.7K$337.9K-$25.9K2026-10-27
Aspiriant, LLC
UNCHANGED3,0353,03500%$342.9K$318.4K-$24.4K2026-10-16
Trilogy Capital Inc.
DECREASED2,9643,199-235-7%$361.4K$311.0K-$50.4K2026-10-20
Private Trust Co NA
UNCHANGED2,8042,80400%$316.8K$294.2K-$22.6K2026-10-20
Beacon Financial Group
UNCHANGED2,7952,79500%$315.8K$293.3K-$22.5K2026-10-19
JFS Wealth Advisors, LLC
INCREASED2,7862,776+10+0%$313.6K$292.4K-$21.2K2026-11-03
Lewis Asset Management, LLC
DECREASED2,7502,879-129-4%$325.2K$288.6K-$36.6K2026-10-14
Nixon Peabody Trust Co
DECREASED2,6522,653-10%$299.7K$278.2K-$21.5K2026-10-23
Allstreet Capital Advisors LLC
UNCHANGED2,6272,62700%$296.8K$275.6K-$21.1K2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED2,5332,53300%$286.2K$265.8K-$20.4K2026-10-05
Redhawk Wealth Advisors, Inc.
INCREASED2,5042,493+11+0%$281.7K$262.8K-$18.9K2026-10-14
Wedmont Private Capital
INCREASED2,4732,315+158+7%$263.6K$256.9K-$6.7K2026-10-09
Avion Wealth
DECREASED2,3863,066-680-22%$346.0K$250-$345.8K2026-11-04
Destiny Capital Corp
DECREASED2,3522,411-59-2%$272.4K$246.8K-$25.6K2026-11-03
FSA Wealth Partners, Inc.
INCREASED2,3201,916+404+21%$216.5K$243.4K+$27.0K2026-10-26
Bokf, NA
UNCHANGED2,2652,26500%$255.9K$237.6K-$18.2K2026-10-27
Rossmore Private Capital
UNCHANGED2,2452,24500%$253.6K$235.5K-$18.1K2026-10-27
Convergence Financial, LLC
DECREASED2,2424,518-2,276-50%$510.4K$235.2K-$275.2K2026-10-27
AWM Capital, LLC
DECREASED2,1635,405-3,242-60%$610.6K$227.0K-$383.6K2026-10-16
Cornerstone Wealth, LLC
UNCHANGED2,1432,14300%$245.0K$230.2K-$14.8K2026-10-28
StoneX Group Inc.
NEW2,083—+2,083——$231.5K—2026-11-03
Curran Financial Partners, LLC
DECREASED2,0342,311-277-12%$261.1K$213.4K-$47.7K2026-11-04
Lanark Financial, Inc.
DECREASED2,0082,108-100-5%$238.1K$210.7K-$27.5K2026-10-26
Eastern Bank
UNCHANGED1,9381,93800%$218.9K$203.3K-$15.6K2026-10-05
NTV Asset Management LLC
UNCHANGED1,9321,93200%$218.3K$202.7K-$15.6K2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED1,9202,370-450-19%$267.7K$201.5K-$66.2K2026-11-05
BLB&B Advisors, LLC
UNCHANGED1,9201,92000%$216.9K$201.4K-$15.5K2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED1,8731,87300%$211.6K$196.5K-$15.1K2026-11-03
Cullen T Bankers, Inc.
DECREASED1,7142,622-908-35%$296.2K$179.8K-$116.4K2026-10-28
AlphaCore Capital LLC
UNCHANGED1,2251,22500%$138.4K$128.5K-$9.9K2026-11-04
Strengthening Families & Communities, LLC
INCREASED1,1851,174+11+1%$132.7K$124.3K-$8.3K2026-10-21
IFP Advisors, Inc
INCREASED1,14299+1,043+1054%$11.2K$119.8K+$108.6K2026-10-16
Piscataqua Savings Bank
UNCHANGED1,0091,00900%$114.0K$105.9K-$8.1K2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED98598500%$111.3K$103.3K-$7.9K2026-10-27
MTM Investment Management, LLC
UNCHANGED92092000%$103.9K$96.5K-$7.4K2026-10-30
Root Financial Partners, LLC
NEW875—+875——$91.8K—2026-10-21
First Premier Bank
UNCHANGED83383300%$94$87-$72026-10-13
TD Private Client Wealth LLC
DECREASED818829-11-1%$93.7K$85.8K-$7.8K2026-10-28
Ares Financial Consulting, LLC
INCREASED583578+5+1%$65.3K$61.2K-$4.1K2026-10-19
Richardson Financial Services Inc.
DECREASED5791,853-1,274-69%$209.4K$60.8K-$148.6K2026-10-30
Montag A & Associates Inc
NEW568—+568——$59.6K—2026-10-29
Laurel Wealth Advisors LLC
NEW498—+498——$52.3K—2026-10-27
Balentine LLC
INCREASED496492+4+1%$55.6K$52.1K-$3.5K2026-11-03
Evermay Wealth Management LLC
DECREASED479509-30-6%$57.5K$50.3K-$7.2K2026-11-05
Caldwell Trust Co
UNCHANGED45045000%$50.8K$47.2K-$3.6K2026-10-30
Citigroup Inc
DECREASED4113,896-3,485-89%$440.1K$43.1K-$397.0K2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED34534500%$39.0K$36.2K-$2.8K2026-10-22
Redwood Park Advisors LLC
INCREASED317314+3+1%$35.5K$33.3K-$2.2K2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW299—+299——$31.4K—2026-10-23
SJS Investment Consulting Inc.
UNCHANGED25825800%$29.1K$27.1K-$2.1K2026-10-26
Spire Wealth Management
UNCHANGED25225200%$28.5K$26.4K-$2.0K2026-10-30
CoreCap Advisors, LLC
INCREASED243238+5+2%$26.9K$25.5K-$1.4K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED239237+2+1%$26.8K$25.0K-$1.7K2026-10-30
Costello Asset Management, Inc
INCREASED215213+2+1%$24.1K$22.6K-$1.5K2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED20020000%$22.6K$21.0K-$1.6K2026-10-28
Beacon Capital Management, Inc.
INCREASED194193+1+1%$21.8K$20.4K-$1.4K2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED15015000%$16.9K$15.7K-$1.2K2026-10-13
Grove Bank & Trust
UNCHANGED12612600%$14.2K$13.2K-$1.0K2026-10-08
Triumph Capital Management
NEW125—+125——$13.1K—2026-10-14
Pflug Koory, LLC
UNCHANGED11811800%$13.3K$12.4K-$9312026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED11011000%$12.4K$11.5K-$8862026-11-04
Financial Perspectives, Inc
UNCHANGED909000%$10.2K$9.4K-$7242026-11-03
EPG Wealth Management LLC
INCREASED8584+1+1%$9.5K$8.9K-$5982026-11-03
Mather Group, Llc.
UNCHANGED787800%$8.8K$8.2K-$6282026-10-14
Evolution Wealth Management Inc.
DECREASED6982-13-16%$9.3K$7.2K-$2.0K2026-10-28
Miller Global Investments, LLC
UNCHANGED656500%$7.3K$6.8K-$5232026-10-02
Parkside Financial Bank & Trust
UNCHANGED606000%$6.8K$6.3K-$4832026-10-27
Beacon Financial Strategies Corp
NEW56—+56——$5.9K—2026-10-14
Vermillion Wealth Management, Inc.
DECREASED49398-349-88%$45.0K$5.1K-$39.8K2026-10-26
CX Institutional
DECREASED45324-279-86%$37$5-$322026-10-02
Investors Research Corp
UNCHANGED454500%$5.1K$4.7K-$3632026-10-07
Wolff Wiese Magana LLC
UNCHANGED444400%$5.0K$4.6K-$3542026-10-15
Morling Financial Advisors, LLC
NEW35—+35——$3.7K—2026-10-28
Birchbrook, Inc.
UNCHANGED343400%$3.8K$3.6K-$2732026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED323200%$3.6K$3.4K-$2582026-10-26
Creative Financial Designs Inc
DECREASED28102-74-73%$11.5K$2.9K-$8.6K2026-11-04
Owl Creek Wealth Partners LLC
NEW27—+27——$2.8K—2026-10-20
Manchester Capital Management LLC
UNCHANGED151500%$1.7K$1.6K-$1212026-10-22
Cape Investment Advisory, Inc.
DECREASED1439-25-64%$4.4K$1.5K-$2.9K2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED1328-15-54%$3.2K$1.4K-$1.8K2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED111100%$1.2K$1.2K-$892026-11-04
TD Waterhouse Canada Inc.
UNCHANGED101000%$1.1K$1.0K-$922026-10-16
Ascentis Independent Advisors
NEW7—+7——$734—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$226$210-$162026-10-23
McMill Wealth Management
CLOSED0307,264-307,264-100%$27.0M$0-$27.0M2026-11-05
Autumn Glory Partners, LLC
CLOSED04,255-4,255-100%$480.7K$0-$480.7K2026-10-26
Signal Advisors Wealth, LLC
CLOSED04,056-4,056-100%$458.2K$0-$458.2K2026-10-13
Landmark Wealth Management, Inc.
CLOSED03,086-3,086-100%$348.6K$0-$348.6K2026-11-04
Smart Wealth LLC
CLOSED02,746-2,746-100%$310.2K$0-$310.2K2026-11-04
Newport Capital Group, LLC
CLOSED02,416-2,416-100%$273.0K$0-$273.0K2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED02,289-2,289-100%$258.6K$0-$258.6K2026-10-16
Torrey Growth & Income Advisors
CLOSED02,250-2,250-100%$352.7K$0-$352.7K2026-11-04
Midwest Trust Co
CLOSED02,096-2,096-100%$236.8K$0-$236.8K2026-10-22
Chesley Taft & Associates LLC
CLOSED01,900-1,900-100%$214.6K$0-$214.6K2026-10-13
CWA Asset Management Group, LLC
CLOSED01,799-1,799-100%$203.2K$0-$203.2K2026-10-19
Simplex Trading, LLC
CLOSED0590-590-100%$66.7K$0-$66.7K2026-11-04
Covestor Ltd
CLOSED034-34-100%$4$0-$42026-10-30
Key Capital Management, Inc
CLOSED022-22-100%$2.5K$0-$2.5K2026-11-03
Networth Advisors, LLC
CLOSED02-2-100%$226$0-$2262026-11-03
Raleigh Capital Management Inc.
DECREASED0578-578-100%$65.3K$37-$65.3K2026-10-28
Northern Trust Corp
N/A—2,364,264-2,364,264-100%$267.1M———
Charles Schwab Investment Management Inc
N/A—2,352,000-2,352,000-100%$265.7M———
LPL Financial LLC
N/A—485,751-485,751-100%$54.9M———
Mason Street Advisors, LLC
N/A—453,255-453,255-100%$51.2M———
Wells Fargo & Company
N/A—449,175-449,175-100%$50.7M———
Morgan Stanley
N/A—357,038-357,038-100%$40.3M———
Envestnet Asset Management Inc
N/A—340,210-340,210-100%$38.4M———
JPMorgan Chase & Co
N/A—295,260-295,260-100%$33.9M———
Bank of America Corp
N/A—285,236-285,236-100%$32.2M———
UBS Group AG
N/A—275,552-275,552-100%$31.1M———
Ameriprise Financial Inc
N/A—220,354-220,354-100%$26.0M———
BlackRock, Inc.
N/A—217,830-217,830-100%$24.6M———
Private Advisor Group, LLC
N/A—141,935-141,935-100%$16.0M———
Northwestern Mutual Wealth Management Co
N/A—130,287-130,287-100%$14.7M———
Capital Advisors Inc
N/A—93,985-93,985-100%$10.6M———
Piedmont Capital Management, LLC
N/A—92,691-92,691-100%$10.5M———
Royal Bank of Canada
N/A—84,493-84,493-100%$9.5M———
Geneos Wealth Management Inc.
N/A—64,335-64,335-100%$7.3M———
Alexis Investment Partners, LLC
N/A—63,340-63,340-100%$7.3M———
MML Investors Services, LLC
N/A—48,089-48,089-100%$5.4M———
Wealthspire Retirement, LLC
N/A—42,286-42,286-100%$4.8M———
D. E. Shaw & Co., Inc.
N/A—40,496-40,496-100%$4.6M———
Susquehanna International Group, LLP
N/A—39,687-39,687-100%$4.5M———
Tower Research Capital LLC (TRC)
N/A—39,073-39,073-100%$4.4M———
Goldman Sachs Group Inc
N/A—38,342-38,342-100%$4.3M———
Adams Wealth Management
N/A—37,950-37,950-100%$4.3M———
CacheTech Inc.
N/A—37,950-37,950-100%$4.3M———
Clearstead Advisors, LLC
N/A—37,616-37,616-100%$4.2M———
Raymond James Financial Inc
N/A—37,025-37,025-100%$4.2M———
Proficio Capital Partners LLC
N/A—33,275-33,275-100%$3.8M———
Falcon Wealth Planning
N/A—29,804-29,804-100%$3.4M———
Smith, Moore & Co.
N/A—29,387-29,387-100%$3.3M———
Mercer Global Advisors Inc
N/A—27,621-27,621-100%$3.1M———
Flow Traders U.S. LLC
N/A—27,382-27,382-100%$3.1M———
Cerity Partners LLC
N/A—26,242-26,242-100%$3.0M———
Savant Capital, LLC
N/A—25,245-25,245-100%$2.7M———
Pathstone Holdings, LLC
N/A—23,177-23,177-100%$2.6M———
Osaic Holdings, Inc.
N/A—22,995-22,995-100%$2.6M———
Cetera Investment Advisers
N/A—19,475-19,475-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—19,087-19,087-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—18,724-18,724-100%$2.1M———
PNC Financial Services Group, Inc.
N/A—18,642-18,642-100%$2.1M———
Bleakley Financial Group, LLC
N/A—17,714-17,714-100%$2.0M———
Cambient Family Office, LLC
N/A—16,833-16,833-100%$1.9M———
Renaissance Technologies LLC
N/A—16,602-16,602-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—16,517-16,517-100%$1.9M———
Bank of Montreal
N/A—15,550-15,550-100%$1.8M———
American Financial Advisors, LLC
N/A—13,737-13,737-100%$1.6M———
M&T Bank Corp
N/A—13,550-13,550-100%$1.5M———
HRT Financial LP
N/A—13,256-13,256-100%$1.5M———
Two Sigma Investments, LP
N/A—13,000-13,000-100%$1.5M———
NewEdge Advisors, LLC
N/A—12,213-12,213-100%$1.4M———
Mariner, LLC
N/A—11,800-11,800-100%$1.3M———
Bank of New York Mellon Corp
N/A—11,709-11,709-100%$1.3M———
HighTower Advisors, LLC
N/A—11,332-11,332-100%$1.3M———
Snowden Capital Advisors LLC
N/A—11,098-11,098-100%$1.3M———
Osborne Partners Capital Management, LLC
N/A—10,814-10,814-100%$1.2M———
US Bancorp \de\
N/A—9,145-9,145-100%$1.0M———
Glenmede Trust Co NA
N/A—8,757-8,757-100%$989.3K———
Summit Financial, LLC
N/A—8,305-8,305-100%$938.2K———
Brown Advisory Inc
N/A—7,749-7,749-100%$875.4K———
Jane Street Group, LLC
N/A—7,500-7,500-100%$847.3K———
Pinnacle Financial Partners, Inc.
N/A—7,132-7,132-100%$805.8K———
Focus Partners Wealth
N/A—7,016-7,016-100%$792.7K———
Baird Financial Group, Inc.
N/A—6,174-6,174-100%$697.5K———
Strategic Financial Partners, Ltd.
N/A—5,517-5,517-100%$623.3K———
Sanctuary Advisors, LLC
N/A—5,264-5,264-100%$594.6K———
Harbour Investments, Inc.
N/A—4,896-4,896-100%$553.1K———
Point72 Asset Management, L.P.
N/A—4,874-4,874-100%$550.6K———
Urban Financial Advisory Corp
N/A—4,717-4,717-100%$532.9K———
Banque Transatlantique SA
N/A—4,500-4,500-100%$508.4K———
Whittier Trust Co of Nevada Inc
N/A—4,430-4,430-100%$512.4K———
OneDigital Investment Advisors LLC
N/A—4,363-4,363-100%$492.9K———
Franklin Resources Inc
N/A—4,346-4,346-100%$491.0K———
Florida Trust Wealth Management Co
N/A—4,205-4,205-100%$475.0K———
CIBC Bancorp USA Inc.
N/A—4,006-4,006-100%$452.6K———
Stifel Financial Corp
N/A—3,732-3,732-100%$421.6K———
Ameritas Advisory Services, LLC
N/A—3,723-3,723-100%$420.6K———
FMR LLC
N/A—3,567-3,567-100%$403.0K———
Arkadios Wealth Advisors
N/A—3,475-3,475-100%$392.6K———
Atlas Legacy Advisors, LLC
N/A—3,472-3,472-100%$392.2K———
Rockefeller Capital Management L.P.
N/A—3,313-3,313-100%$374.3K———
Fifth Third Bancorp
N/A—3,217-3,217-100%$363.4K———
Dorsey & Whitney Trust Co LLC
N/A—3,000-3,000-100%$338.9K———
United Capital Financial Advisors, LLC
N/A—2,980-2,980-100%$336.5K———
Wealthspire Advisors, LLC
N/A—2,960-2,960-100%$334.4K———
Merit Financial Group, LLC
N/A—2,933-2,933-100%$331.3K———
Janney Montgomery Scott LLC
N/A—2,890-2,890-100%$326.0K———
Principal Securities, Inc.
N/A—2,835-2,835-100%$320.3K———
Jones Financial Companies Lllp
N/A—2,765-2,765-100%$317.2K———
AE Wealth Management LLC
N/A—2,721-2,721-100%$307.4K———
SouthState Bank Corp
N/A—2,598-2,598-100%$293.5K———
Nwam LLC
N/A—2,573-2,573-100%$290.7K———
Two Sigma Securities, LLC
N/A—2,245-2,245-100%$253.6K———
IFG Advisory, LLC
N/A—2,232-2,232-100%$252.1K———
Global Retirement Partners, LLC
N/A—2,212-2,212-100%$249.8K———
Collaborative Wealth Managment Inc.
N/A—2,178-2,178-100%$246.0K———
Klingenstein Fields & Co LP
N/A—2,015-2,015-100%$227.6K———
Emerald Investment Advisers, LLC
N/A—1,973-1,973-100%$222.7K———
Front Row Advisors LLC
N/A—1,963-1,963-100%$219.8K———
Bessemer Group Inc
N/A—1,962-1,962-100%$222.0K———
Keewaydin Investments LLC
N/A—1,950-1,950-100%$220.3K———
Venturi Wealth Management, LLC
N/A—1,900-1,900-100%$214.6K———
Commerce Bank
N/A—1,870-1,870-100%$211.3K———
BFC Planning, Inc.
N/A—1,855-1,855-100%$209.6K———
HBK Sorce Advisory LLC
N/A—1,852-1,852-100%$214.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,797-1,797-100%$203.0K———
Qube Research & Technologies Ltd
N/A—1,719-1,719-100%$194.2K———
Sachetta, LLC
N/A—1,711-1,711-100%$193.3K———
Huntington National Bank
N/A—1,629-1,629-100%$184.0K———
Bard Associates Inc
N/A—1,550-1,550-100%$175.1K———
Arax Advisory Partners
N/A—1,175-1,175-100%$132.7K———
GeoWealth Management, LLC
N/A—1,134-1,134-100%$128.2K———
Steigerwald, Gordon & Koch Inc.
N/A—850-850-100%$96.0K———
Graney & King, LLC
N/A—847-847-100%$95.7K———
HHM Wealth Advisors, LLC
N/A—825-825-100%$93.2K———
Blair William & Co
N/A—823-823-100%$93.0K———
Coston, McIsaac & Partners
N/A—813-813-100%$91.0K———
Medallion Wealth Advisors, LLC
N/A—790-790-100%$89.3K———
Smartleaf Asset Management LLC
N/A—786-786-100%$90.2K———
GW&K Investment Management, LLC
N/A—750-750-100%$85.0K———
Steward Partners Investment Advisory, LLC
N/A—644-644-100%$72.8K———
Aptus Capital Advisors, LLC
N/A—554-554-100%$62.6K———
Atlas Capital Advisors Inc.
N/A—430-430-100%$48.6K———
Ancora Advisors LLCA
N/A—358-358-100%$40.4K———
Truvestments Capital LLC
N/A—248-248-100%$28.0K———
Synergy Investment Management, LLC
N/A—243-243-100%$27.4K———
Meramec Financial Planners, LLC
N/A—205-205-100%$24.3K———
Matrix Private Capital Group LLC
N/A—200-200-100%$22.6K———
Smithfield Trust Co
N/A—200-200-100%$23———
Motco
N/A—196-196-100%$22.1K———
Bayban
N/A—191-191-100%$21.6K———
Consultiva Wealth Management, Corp.
N/A—172-172-100%$19.4K———
Rialto Wealth Management, LLC
N/A—167-167-100%$18.9K———
Founders Financial Alliance, LLC
N/A—164-164-100%$18.5K———
Allworth Financial LP
N/A—121-121-100%$13.7K———
Tiaa Wealth Investment Management LLC
N/A—121-121-100%$13.9K———
Larson Financial Group LLC
N/A—120-120-100%$13.6K———
Aberdeen Wealth Management LLC
N/A—105-105-100%$11.9K———
Fourth Dimension Wealth, LLC
N/A—103-103-100%$11.6K———
Atlantic Union Bankshares Corp
N/A—99-99-100%$11.2K———
Crews Bank & Trust
N/A—75-75-100%$8.5K———
O'shaughnessy Asset Management, LLC
N/A—71-71-100%$8.0K———
Highland Investment Advisors LLC
N/A—53-53-100%$6.0K———
Ameriflex Group, Inc.
N/A—52-52-100%$5.9K———
Institute for Wealth Management, Llc.
N/A—51-51-100%$5.8K———
EFG International AG
N/A—50-50-100%$5.6K———
Rossby Financial, LCC
N/A—41-41-100%$4.6K———
Copia Wealth Management
N/A—33-33-100%$3.7K———
IMA Advisory Services, Inc.
N/A—13-13-100%$1.4K———
Strategic Wealth Partners, Ltd.
N/A—12-12-100%$1.4K———
Napier Financial, LLC
N/A—8-8-100%$904———
Frazier Financial Advisors, LLC
N/A—7-7-100%$776———
Cohen & Steers, Inc.
N/A—4-4-100%$0———
Natixis
N/A—1-1-100%$113———
Showing 300 of 300 institutions