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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barclays PLC
INCREASED
Shares1,333,973 from 222,725
Change+1,111,248 (+499%)
Value$138.1M (+$114.3M)
Filed 2026-11-06
Vanderbilt University
INCREASED
Shares1,057,838 from 1,057,153
Change+685 (+0%)
Value$109.5M (-$3.5M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares706,937 from 712,733
Change-5,796 (-1%)
Value$73.2M (-$3.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares706,822 from 583,246
Change+123,576 (+21%)
Value$73.2M (+$10.8M)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares630,391 from 1,046,020
Change-415,629 (-40%)
Value$65.3M (-$46.6M)
Filed 2026-10-28
Natixis
DECREASED
Shares450,099 from 453,815
Change-3,716 (-1%)
Value$46.6M (-$1.9M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares123,699 from 158,029
Change-34,330 (-22%)
Value$12.8K (-$16.9M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares91,961 from 86,363
Change+5,598 (+6%)
Value$9.5M (+$288.7K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
INCREASED
Shares87,362 from 74,449
Change+12,913 (+17%)
Value$9.0M (+$1.1M)
Filed 2026-10-13
Fortem Financial Group, LLC
INCREASED
Shares82,962 from 82,955
Change+7 (+0%)
Value$8.6M (-$278.8K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares82,162 from 82,738
Change-576 (-1%)
Value$8.5M (-$338.5K)
Filed 2026-11-06
Shah Wealth Advisors, LLC
INCREASED
Shares77,743 from 72,892
Change+4,851 (+7%)
Value$8.1M (+$256.8K)
Filed 2026-11-06
Ted Buchan & Co
INCREASED
Shares69,393 from 64,530
Change+4,863 (+8%)
Value$7.2M (+$286.2K)
Filed 2026-10-23
Focus Wealth Advisors, LLC
DECREASED
Shares63,658 from 64,865
Change-1,207 (-2%)
Value$6.6M (-$343.6K)
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares48,311 from 42,065
Change+6,246 (+15%)
Value$5.0M (+$505.1K)
Filed 2026-11-05
180 Wealth Advisors, LLC
INCREASED
Shares48,194 from 46,048
Change+2,146 (+5%)
Value$5.0M (+$67.1K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares44,563 from 23,187
Change+21,376 (+92%)
Value$4.6M (+$2.1M)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares44,128 from 34,558
Change+9,570 (+28%)
Value$4.6K (-$3.7M)
Filed 2026-11-05
Amitell Capital Pte Ltd
UNCHANGED
Shares41,755 from 41,755
Change0 (0%)
Value$4.3M (-$140.7K)
Filed 2026-11-02
TCP Asset Management, LLC
DECREASED
Shares39,520 from 39,801
Change-281 (-1%)
Value$4.2M (-$77.1K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares36,958 from 41,480
Change-4,522 (-11%)
Value$3.8M (-$608.1K)
Filed 2026-10-13
ARS Investment Partners, LLC
DECREASED
Shares34,977 from 38,620
Change-3,643 (-9%)
Value$3.6M (-$507.3K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares32,352 from 32,400
Change-48 (0%)
Value$3.4M (-$8.5K)
Filed 2026-10-16
Herbst Group, LLC
DECREASED
Shares32,204 from 33,315
Change-1,111 (-3%)
Value$3.3M (-$227.3K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
INCREASED
Shares32,080 from 31,805
Change+275 (+1%)
Value$3.3M (-$78.8K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares31,856 from 8,801
Change+23,055 (+262%)
Value$3.3M (+$2.4M)
Filed 2026-10-16
Advocate Investing Services LLC
UNCHANGED
Shares30,220 from 30,220
Change0 (0%)
Value$3.1M (-$101.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares29,293 from 25,013
Change+4,280 (+17%)
Value$3.0M (+$358.9K)
Filed 2026-10-08
Cumberland Advisors Inc
INCREASED
Shares28,230 from 28,065
Change+165 (+1%)
Value$2.9M (-$77.5K)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
UNCHANGED
Shares28,075 from 28,075
Change0 (0%)
Value$2.9M (-$94.6K)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares27,876 from 25,772
Change+2,104 (+8%)
Value$2.9M (+$131.0K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares26,772 from 15
Change+26,757 (+178380%)
Value$2.8M (+$2.8M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares24,500 from 814,000
Change-789,500 (-97%)
Value$2.5K (-$87.0M)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares23,291 from 23,091
Change+200 (+1%)
Value$2.4M (-$57.1K)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
DECREASED
Shares22,463 from 24,613
Change-2,150 (-9%)
Value$2.3M (-$305.6K)
Filed 2026-11-02
Clarus Wealth Advisors
DECREASED
Shares21,727 from 24,131
Change-2,404 (-10%)
Value$2.3M (-$149.3K)
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED
Shares21,468 from 23,544
Change-2,076 (-9%)
Value$2.2M (-$294.3K)
Filed 2026-10-14
Juncture Wealth Strategies, LLC
DECREASED
Shares20,696 from 25,506
Change-4,810 (-19%)
Value$2.1M (-$584.1K)
Filed 2026-10-06
Independent Financial Group, LLC
INCREASED
Shares20,290 from 20,220
Change+70 (+0%)
Value$2.1M (-$60.9K)
Filed 2026-10-13
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares19,000 from 27,000
Change-8,000 (-30%)
Value$2.0K (-$2.9M)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares18,379 from 19,286
Change-907 (-5%)
Value$1.9M (-$158.9K)
Filed 2026-10-28
Retirement Planning Group, LLC
DECREASED
Shares17,969 from 19,652
Change-1,683 (-9%)
Value$1.9M (-$240.5K)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
INCREASED
Shares17,064 from 16,912
Change+152 (+1%)
Value$1.8M (-$41.3K)
Filed 2026-10-05
Kestra Advisory Services, LLC
INCREASED
Shares16,875 from 12,698
Change+4,177 (+33%)
Value$1.7M (+$389.8K)
Filed 2026-11-02
Shaker Investments LLC
DECREASED
Shares16,777 from 18,165
Change-1,388 (-8%)
Value$1.7M (-$205.0K)
Filed 2026-11-05
Lane Brothers & Co Inc
DECREASED
Shares16,360 from 18,995
Change-2,635 (-14%)
Value$1.7M (-$336.9K)
Filed 2026-11-02
Guidance Capital, Inc
INCREASED
Shares16,053 from 14,983
Change+1,070 (+7%)
Value$1.6M (+$84.5K)
Filed 2026-11-03
Belvedere Trading LLC
INCREASED
Shares14,459 from 2,890
Change+11,569 (+400%)
Value$1.5M (+$1.2M)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,389 from 13,430
Change+959 (+7%)
Value$1.5M (+$54.1K)
Filed 2026-10-21
Daiwa Securities Group Inc.
INCREASED
Shares14,080 from 9,980
Change+4,100 (+41%)
Value$1.5M (+$391.0K)
Filed 2026-10-29
Citizens Financial Group Inc
INCREASED
Shares13,459 from 13,450
Change+9 (+0%)
Value$1.4M (-$44.4K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares13,160 from 20,831
Change-7,671 (-37%)
Value$1.4M (-$864.6K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares12,857 from 8,731
Change+4,126 (+47%)
Value$1.3M (+$397.9K)
Filed 2026-11-06
E&G Advisors, LLC
INCREASED
Shares12,726 from 12,548
Change+178 (+1%)
Value$1.3M (-$23.9K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares12,567 from 12,688
Change-121 (-1%)
Value$1.3M (-$55.3K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares12,178 from 11,664
Change+514 (+4%)
Value$1.3M (+$13.9K)
Filed 2026-10-30
Montag A & Associates Inc
UNCHANGED
Shares11,796 from 11,796
Change0 (0%)
Value$1.2M (-$39.8K)
Filed 2026-10-29
Bright Futures Wealth Management, Llc.
DECREASED
Shares11,095 from 11,185
Change-90 (-1%)
Value$1.1M (-$47.0K)
Filed 2026-10-23
Y.D. More Investments Ltd
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$1.1M (-$37.1K)
Filed 2026-11-02
BOS Asset Management, LLC
DECREASED
Shares10,273 from 14,188
Change-3,915 (-28%)
Value$1.1M (-$453.3K)
Filed 2026-10-09
Fermata Advisors, LLC
INCREASED
Shares10,093 from 9,803
Change+290 (+3%)
Value$1.0M (-$3.0K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares9,899 from 10,059
Change-160 (-2%)
Value$1.0M (-$50.5K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
DECREASED
Shares9,594 from 13,474
Change-3,880 (-29%)
Value$993.6K (-$447.2K)
Filed 2026-10-13
Capital Wealth Alliance, LLC
DECREASED
Shares9,592 from 17,426
Change-7,834 (-45%)
Value$993.3K (-$870.0K)
Filed 2026-10-20
Bank of New York Mellon Corp
DECREASED
Shares9,234 from 13,956
Change-4,722 (-34%)
Value$956.3K (-$536.0K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares9,226 from 9,225
Change+1 (+0%)
Value$955.5K (-$31.0K)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares8,975 from 7,826
Change+1,149 (+15%)
Value$929.5K (+$92.6K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares7,882 from 5,613
Change+2,269 (+40%)
Value$816.3K (+$216.1K)
Filed 2026-11-04
Tctc Holdings, LLC
UNCHANGED
Shares7,695 from 7,695
Change0 (0%)
Value$796.9K (-$25.9K)
Filed 2026-11-02
Monument Capital Management
DECREASED
Shares7,484 from 7,504
Change-20 (0%)
Value$775.0K (-$27.4K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,319 from 7,104
Change+215 (+3%)
Value$765.6K (+$29.0K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares7,159 from 6,904
Change+255 (+4%)
Value$741.4K (+$3.1K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares7,034 from 6,849
Change+185 (+3%)
Value$728.5K (-$4.0K)
Filed 2026-11-06
Wellington Shields Capital Management, LLC
DECREASED
Shares7,000 from 101,712
Change-94,712 (-93%)
Value$724.9K (-$10.2M)
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares7,000 from 500
Change+6,500 (+1300%)
Value$724.9K (+$671.5K)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$724.9K (-$23.6K)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares6,970 from 12,435
Change-5,465 (-44%)
Value$721.8K (-$607.9K)
Filed 2026-11-04
Berman McAleer LLC
UNCHANGED
Shares6,486 from 6,486
Change0 (0%)
Value$671.7K (-$21.9K)
Filed 2026-10-16
Sigma Investment Counselors Inc
INCREASED
Shares6,357 from 2,070
Change+4,287 (+207%)
Value$658.4K (+$437.0K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares6,264 from 4,561
Change+1,703 (+37%)
Value$634.8K (+$164.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares6,264 from 4,561
Change+1,703 (+37%)
Value$634.8K (+$164.5K)
Filed 2026-10-20
Insight 2811, Inc.
UNCHANGED
Shares6,222 from 6,222
Change0 (0%)
Value$644.4K (-$21.0K)
Filed 2026-11-06
Clear Trail Advisors, LLC
UNCHANGED
Shares5,790 from 5,790
Change0 (0%)
Value$599.6K (-$19.5K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares5,788 from 5,768
Change+20 (+0%)
Value$599.4K (-$17.4K)
Filed 2026-10-28
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$585.1K (-$19.0K)
Filed 2026-10-29
Global Wealth Management, LLC
DECREASED
Shares5,531 from 5,741
Change-210 (-4%)
Value$572.8K (-$41.1K)
Filed 2026-10-15
Columbus Macro, LLC
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$565.4K (-$18.4K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares4,933 from 4,851
Change+82 (+2%)
Value$510.8K (-$7.9K)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares4,824 from 4,601
Change+223 (+5%)
Value$499.6K (+$7.6K)
Filed 2026-10-21
Moulton Wealth Management, Inc
INCREASED
Shares4,653 from 3,346
Change+1,307 (+39%)
Value$485.3K (+$130.7K)
Filed 2026-10-13
Sound Financial Strategies Group, LLC
DECREASED
Shares4,564 from 4,591
Change-27 (-1%)
Value$472.6K (-$18.3K)
Filed 2026-10-30
Philadelphia Trust Co
UNCHANGED
Shares4,521 from 4,521
Change0 (0%)
Value$468 (-$482.5K)
Filed 2026-11-05
Everest Financial Group LLC
NEW
Shares4,505
Change+4,505
Value$466.5K
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares4,475 from 4,558
Change-83 (-2%)
Value$437.9K (-$49.6K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares4,444 from 4,601
Change-157 (-3%)
Value$460.3K (-$31.8K)
Filed 2026-10-07
Private Trust Co NA
DECREASED
Shares4,349 from 4,741
Change-392 (-8%)
Value$450.4K (-$56.6K)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares4,310 from 3,910
Change+400 (+10%)
Value$446.3K (+$28.2K)
Filed 2026-11-06
Point Nemo Capital, LLC
DECREASED
Shares4,167 from 24,779
Change-20,612 (-83%)
Value$431.5K (-$2.2M)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares4,149 from 3,897
Change+252 (+6%)
Value$443.6K (+$26.9K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares4,135 from 5,223
Change-1,088 (-21%)
Value$428.2K (-$130.3K)
Filed 2026-10-27
Synergy Asset Management, LLC
DECREASED
Shares4,103 from 5,382
Change-1,279 (-24%)
Value$424.9K (-$150.6K)
Filed 2026-11-05
Investment Management Trust, LLC
DECREASED
Shares4,095 from 9,703
Change-5,608 (-58%)
Value$424.1K (-$613.4K)
Filed 2026-11-05
Magnolia Capital Management LTD
UNCHANGED
Shares4,065 from 4,065
Change0 (0%)
Value$421 (-$14)
Filed 2026-10-09
Baldwin Wealth Partners LLC
INCREASED
Shares3,950 from 2,950
Change+1,000 (+34%)
Value$409.1K (+$93.6K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares3,826 from 3,151
Change+675 (+21%)
Value$396.3K (+$59.3K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
INCREASED
Shares3,738 from 2,630
Change+1,108 (+42%)
Value$387.1K (+$105.9K)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares3,566 from 3,757
Change-191 (-5%)
Value$369.3K (-$32.4K)
Filed 2026-11-05
Riggs Asset Managment Co. Inc.
DECREASED
Shares3,552 from 3,558
Change-6 (0%)
Value$367.8K (-$12.6K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares3,510 from 2,482
Change+1,028 (+41%)
Value$363.5K (+$98.1K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares3,474 from 3,638
Change-164 (-5%)
Value$359.8K (-$29.2K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares3,425 from 18,564
Change-15,139 (-82%)
Value$354.7K (-$1.6M)
Filed 2026-10-15
Citizens National Bank Trust Department
INCREASED
Shares3,366 from 2,855
Change+511 (+18%)
Value$348.6K (+$43.3K)
Filed 2026-11-04
Vontobel Holding Ltd.
NEW
Shares3,359
Change+3,359
Value$347.9K
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares3,338 from 3,959
Change-621 (-16%)
Value$345.7K (-$77.7K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares3,210 from 3,016
Change+194 (+6%)
Value$332.4K (+$9.9K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares3,157
Change+3,157
Value$326.9K
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares3,041 from 2,810
Change+231 (+8%)
Value$314.9K (+$14.4K)
Filed 2026-10-22
Keudell ison Wealth Management
INCREASED
Shares3,010 from 2,935
Change+75 (+3%)
Value$311.7K (-$2.1K)
Filed 2026-10-16
Aviance Capital Partners, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$310.7K (-$10.1K)
Filed 2026-10-29
Evergreen Capital Management LLC
INCREASED
Shares2,917 from 2,780
Change+137 (+5%)
Value$302.1K (+$4.9K)
Filed 2026-10-23
SP Asset Management LLC
INCREASED
Shares2,754 from 2,752
Change+2 (+0%)
Value$285.2K (-$9.1K)
Filed 2026-11-05
Hengehold Capital Management LLC
NEW
Shares2,726
Change+2,726
Value$282.4K
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares2,697 from 1,828
Change+869 (+48%)
Value$279.3K (+$83.8K)
Filed 2026-10-15
Wespac Advisors, LLC
DECREASED
Shares2,539 from 3,896
Change-1,357 (-35%)
Value$262.9K (-$153.7K)
Filed 2026-10-26
Banque Pictet & CIE SA
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$258.9K (-$8.4K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,497 from 2,483
Change+14 (+1%)
Value$258.6K (-$7.0K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares2,493 from 2,492
Change+1 (+0%)
Value$261.4K (+$6.1K)
Filed 2026-10-08
J. Safra Sarasin Holding AG
DECREASED
Shares2,373 from 3,867
Change-1,494 (-39%)
Value$245.7K (-$167.9K)
Filed 2026-10-26
IPG Investment Advisors LLC
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$245.2K (-$8.0K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
DECREASED
Shares2,333 from 14,869
Change-12,536 (-84%)
Value$241.6K (-$1.3M)
Filed 2026-10-26
Midwest Trust Co
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$238.2K (-$7.8K)
Filed 2026-10-22
Auour Investments LLC
INCREASED
Shares2,238 from 2,192
Change+46 (+2%)
Value$231.8K (-$2.6K)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
INCREASED
Shares2,235 from 650
Change+1,585 (+244%)
Value$232.2K (+$163.0K)
Filed 2026-11-04
Strategic Blueprint, LLC
DECREASED
Shares2,195 from 2,478
Change-283 (-11%)
Value$227.3K (-$37.7K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$225.3K (-$7.3K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares2,171 from 2,502
Change-331 (-13%)
Value$224.9K (-$42.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares2,149
Change+2,149
Value$222.5K
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,123 from 2,182
Change-59 (-3%)
Value$219.9K (-$13.5K)
Filed 2026-10-20
NTV Asset Management LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$217.5K (-$7.1K)
Filed 2026-10-23
Howard Financial Services, Ltd.
INCREASED
Shares2,070 from 2,025
Change+45 (+2%)
Value$214.4K (-$2.1K)
Filed 2026-10-15
Allegheny Financial Group
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$207.1K (-$6.7K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares1,954 from 2,144
Change-190 (-9%)
Value$202.3K (-$26.9K)
Filed 2026-10-26
Capital Square, LLC
NEW
Shares1,948
Change+1,948
Value$201.7K
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares1,706 from 1,936
Change-230 (-12%)
Value$176.8K (-$30.3K)
Filed 2026-10-08
Parkside Financial Bank & Trust
INCREASED
Shares1,692 from 1,691
Change+1 (+0%)
Value$175.2K (-$5.6K)
Filed 2026-10-27
Bokf, NA
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$158.3K (-$5.2K)
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares1,519 from 1,483
Change+36 (+2%)
Value$157.3K (-$1.3K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares1,406
Change+1,406
Value$145.6K
Filed 2026-10-09
US Bancorp \de\
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$130.7K (-$4.3K)
Filed 2026-11-05
Triumph Capital Management
DECREASED
Shares1,243 from 1,819
Change-576 (-32%)
Value$128.7K (-$65.8K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
INCREASED
Shares1,220 from 875
Change+345 (+39%)
Value$126.3K (+$32.8K)
Filed 2026-10-28
Clearstead Advisors, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$113.4K (-$3.6K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$112.6K (-$3.7K)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares936 from 2,376
Change-1,440 (-61%)
Value$96.9K (-$157.1K)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares913 from 721
Change+192 (+27%)
Value$94.6K (+$17.5K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares826 from 579
Change+247 (+43%)
Value$85.5K (+$23.6K)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares780 from 797
Change-17 (-2%)
Value$80.8K (-$4.4K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares777 from 355
Change+422 (+119%)
Value$80.5K (+$42.5K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares775 from 625
Change+150 (+24%)
Value$80 (+$13)
Filed 2026-10-02
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$77.7K (-$2.5K)
Filed 2026-10-08
Private Wealth Management Group, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$66.3K (-$2.2K)
Filed 2026-10-19
Wormser Freres Gestion
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$66.1K (-$878)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares626
Change+626
Value$64.8K
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$56.4K (-$1.8K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares542 from 1,521
Change-979 (-64%)
Value$56.1K (-$106.5K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$53.1K (-$1.7K)
Filed 2026-10-07
Winch Advisory Services, LLC
INCREASED
Shares486 from 485
Change+1 (+0%)
Value$50.3K (-$1.6K)
Filed 2026-11-06
Axiom Investment Management LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$49.2K (-$1.6K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares421 from 679
Change-258 (-38%)
Value$43.6K (-$29.0K)
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$41.4K (-$1.3K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares340
Change+340
Value$35.2K
Filed 2026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$33.5K (-$1.1K)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$32.6K (-$1.0K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares304
Change+304
Value$31.5K
Filed 2026-10-27
Grove Bank & Trust
DECREASED
Shares300 from 400
Change-100 (-25%)
Value$31.1K (-$11.7K)
Filed 2026-10-08
Decker Retirement Planning Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$31.1K (-$1.0K)
Filed 2026-10-19
Covestor Ltd
DECREASED
Shares292 from 293
Change-1 (0%)
Value$30 (-$1)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$26.6K (-$866)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares252
Change+252
Value$26.5K
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares250 from 54
Change+196 (+363%)
Value$25.9K (+$20.1K)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$24.1K (-$785)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
NEW
Shares208
Change+208
Value$21.5K
Filed 2026-10-26
Lodestone Wealth Management LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$21.4K (-$681)
Filed 2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$18.4K (-$600)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$16.9K (-$538)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$16.9K (-$550)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares162
Change+162
Value$16.8K
Filed 2026-10-29
Roxbury Financial LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$14.9K (-$475)
Filed 2026-10-01
Parallel Advisors, LLC
INCREASED
Shares141 from 42
Change+99 (+236%)
Value$14.6K (+$10.1K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$13.5K (-$438)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$13.5K (-$438)
Filed 2026-11-05
Gen-Wealth Partners Inc
DECREASED
Shares107 from 206
Change-99 (-48%)
Value$11.1K (-$10.9K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares105 from 52
Change+53 (+102%)
Value$10.9K (+$5.3K)
Filed 2026-11-03
Caldwell Trust Co
DECREASED
Shares100 from 215
Change-115 (-53%)
Value$10.4K (-$12.6K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.4K (-$338)
Filed 2026-10-21
Bangor Savings Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.4K (-$337)
Filed 2026-10-06
Concord Wealth Partners
INCREASED
Shares99 from 36
Change+63 (+175%)
Value$10.2K (+$6.4K)
Filed 2026-11-02
10Elms LLP
NEW
Shares86
Change+86
Value$8.9K
Filed 2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.2K (-$202)
Filed 2026-10-13
Cape Investment Advisory, Inc.
NEW
Shares59
Change+59
Value$6.1K
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.9K (-$192)
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares50
Change+50
Value$5.2K
Filed 2026-10-27
Russell Investments Group, Ltd.
DECREASED
Shares43 from 66
Change-23 (-35%)
Value$4.5K (-$2.6K)
Filed 2026-11-06
Team Financial Group, LLC
NEW
Shares30
Change+30
Value$3.1K
Filed 2026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.1K (-$101)
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.1K (-$68)
Filed 2026-10-20
High Note Wealth, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.9K (-$61)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.8K (-$57)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.6K (-$50)
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.1K (-$37)
Filed 2026-10-06
Nfsg Corp
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (-$33)
Filed 2026-10-15
Financially Speaking Inc
NEW
Shares9
Change+9
Value$974
Filed 2026-11-05
Biltmore Family Office, LLC
NEW
Shares8
Change+8
Value$828
Filed 2026-11-03
Bear Mountain Capital, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$807 (-$28)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares7
Change+7
Value$725
Filed 2026-10-21
Mechanics Financial Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$621 (-$21)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 107,516
Change-107,516 (-100%)
Value$0 (-$11.5M)
Filed 2026-11-05
Vestor Capital, LLC
CLOSED
Shares0 from 104,252
Change-104,252 (-100%)
Value$0 (-$16.5K)
Filed 2026-11-04
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CLOSED
Shares0 from 97,000
Change-97,000 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-29
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 81,760
Change-81,760 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-09
Arch Global Advisors, LLC
CLOSED
Shares0 from 34,195
Change-34,195 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-23
Founders Financial Securities LLC
CLOSED
Shares0 from 26,437
Change-26,437 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-28
McMill Wealth Management
CLOSED
Shares0 from 23,006
Change-23,006 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Avalon Capital Management
CLOSED
Shares0 from 20,960
Change-20,960 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 18,039
Change-18,039 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-21
Whalen Wealth Management Inc.
CLOSED
Shares0 from 16,813
Change-16,813 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-08
First Heartland Consultants, Inc.
CLOSED
Shares0 from 13,767
Change-13,767 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-08
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 9,570
Change-9,570 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Anson Capital, Inc.
CLOSED
Shares0 from 8,665
Change-8,665 (-100%)
Value$0 (-$926.5K)
Filed 2026-10-23
Oppenheimer & Co Inc
CLOSED
Shares0 from 8,066
Change-8,066 (-100%)
Value$0 (-$862.5K)
Filed 2026-10-26
Sigma Planning Corp
CLOSED
Shares0 from 6,950
Change-6,950 (-100%)
Value$0 (-$743.2K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 5,968
Change-5,968 (-100%)
Value$0 (-$638.2K)
Filed 2026-10-28
Ibex Wealth Advisors
CLOSED
Shares0 from 5,743
Change-5,743 (-100%)
Value$0 (-$614.1K)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 5,700
Change-5,700 (-100%)
Value$0 (-$609.5K)
Filed 2026-10-29
Imc-Chicago, LLC
CLOSED
Shares0 from 4,357
Change-4,357 (-100%)
Value$0 (-$465.9K)
Filed 2026-11-05
HBW Advisory Services LLC
CLOSED
Shares0 from 4,329
Change-4,329 (-100%)
Value$0 (-$462.9K)
Filed 2026-10-15
Csenge Advisory Group
CLOSED
Shares0 from 3,151
Change-3,151 (-100%)
Value$0 (-$336.9K)
Filed 2026-11-04
Park Avenue Securities LLC
CLOSED
Shares0 from 2,611
Change-2,611 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-26
Apollon Wealth Management, LLC
CLOSED
Shares0 from 2,128
Change-2,128 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-23
Sound Income Strategies, LLC
CLOSED
Shares0 from 2,003
Change-2,003 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-09
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 1,979
Change-1,979 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-26
Ardent Capital Management, Inc.
CLOSED
Shares0 from 1,970
Change-1,970 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-16
Private Advisory Group LLC
CLOSED
Shares0 from 1,956
Change-1,956 (-100%)
Value$0 (-$209.2K)
Filed 2026-11-06
Grandview Asset Management LLC
CLOSED
Shares0 from 1,941
Change-1,941 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-19
Solstein Capital, LLC
CLOSED
Shares0 from 1,793
Change-1,793 (-100%)
Value$0 (-$191.7K)
Filed 2026-11-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$53.5K)
Filed 2026-10-23
Deutsche Bank Ag\
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$30.8K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$13.8K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-22
International Assets Investment Management, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Vima LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$940.8K (-$84.0K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 7,921,303
Change-7,921,303 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,599,540
Change-2,599,540 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,252,045
Change-1,252,045 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 834,033
Change-834,033 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 830,230
Change-830,230 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 615,000
Change-615,000 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 584,293
Change-584,293 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 549,431
Change-549,431 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 505,100
Change-505,100 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 386,627
Change-386,627 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 379,216
Change-379,216 (-100%)
Value—
UBS Group AG
N/A
Shares— from 304,778
Change-304,778 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 286,155
Change-286,155 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 260,961
Change-260,961 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 252,329
Change-252,329 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 234,925
Change-234,925 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 221,400
Change-221,400 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 172,169
Change-172,169 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 162,517
Change-162,517 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 161,671
Change-161,671 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 159,276
Change-159,276 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 135,119
Change-135,119 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 121,100
Change-121,100 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 117,377
Change-117,377 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 111,146
Change-111,146 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 110,304
Change-110,304 (-100%)
Value—
Allianz SE
N/A
Shares— from 91,770
Change-91,770 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 89,740
Change-89,740 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 85,365
Change-85,365 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 80,187
Change-80,187 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 77,807
Change-77,807 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 77,262
Change-77,262 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 76,263
Change-76,263 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 75,984
Change-75,984 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74,568
Change-74,568 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 72,143
Change-72,143 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 70,493
Change-70,493 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 68,900
Change-68,900 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 68,629
Change-68,629 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 65,387
Change-65,387 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 65,380
Change-65,380 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 63,747
Change-63,747 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 62,547
Change-62,547 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,528
Change-60,528 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 56,903
Change-56,903 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 55,823
Change-55,823 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 50,643
Change-50,643 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 50,034
Change-50,034 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 49,950
Change-49,950 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 47,660
Change-47,660 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 46,621
Change-46,621 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 45,462
Change-45,462 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 45,244
Change-45,244 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,581
Change-42,581 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 42,464
Change-42,464 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 40,496
Change-40,496 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 39,324
Change-39,324 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 39,099
Change-39,099 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 38,450
Change-38,450 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 34,677
Change-34,677 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,489
Change-33,489 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,239
Change-33,239 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 33,014
Change-33,014 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 32,682
Change-32,682 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 32,102
Change-32,102 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 31,438
Change-31,438 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 31,216
Change-31,216 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,964
Change-30,964 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 30,486
Change-30,486 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 30,220
Change-30,220 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 28,808
Change-28,808 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 28,493
Change-28,493 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,338
Change-26,338 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 25,343
Change-25,343 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 24,383
Change-24,383 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,362
Change-24,362 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,565
Change-22,565 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 22,244
Change-22,244 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,698
Change-19,698 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,894
Change-18,894 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 18,039
Change-18,039 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,824
Change-17,824 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 16,331
Change-16,331 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 14,877
Change-14,877 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 13,122
Change-13,122 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,726
Change-12,726 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,587
Change-12,587 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 12,227
Change-12,227 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,055
Change-12,055 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 11,217
Change-11,217 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 10,790
Change-10,790 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 10,713
Change-10,713 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,698
Change-10,698 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 10,215
Change-10,215 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 10,087
Change-10,087 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,726
Change-9,726 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,363
Change-9,363 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 9,295
Change-9,295 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 8,307
Change-8,307 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 5,021
Change-5,021 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
&partners
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Quarry LP
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 788
Change-788 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 513
Change-513 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 482
Change-482 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 426
Change-426 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 301
Change-301 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 251
Change-251 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 201
Change-201 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 149
Change-149 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 138
Change-138 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 132
Change-132 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 83
Change-83 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 74
Change-74 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 58
Change-58 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 52
Change-52 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 50
Change-50 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 13
Change-13 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Barclays PLC
INCREASED1,333,973222,725+1,111,248+499%$23.8M$138.1M+$114.3M2026-11-06
Vanderbilt University
INCREASED1,057,8381,057,153+685+0%$113.0M$109.5M-$3.5M2026-11-02
LPL Financial LLC
DECREASED706,937712,733-5,796-1%$76.2M$73.2M-$3.0M2026-11-06
Citigroup Inc
INCREASED706,822583,246+123,576+21%$62.4M$73.2M+$10.8M2026-11-04
Meitav Investment House LTD
DECREASED630,3911,046,020-415,629-40%$111.9M$65.3M-$46.6M2026-10-28
Natixis
DECREASED450,099453,815-3,716-1%$48.5M$46.6M-$1.9M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED123,699158,029-34,330-22%$16.9M$12.8K-$16.9M2026-11-02
Commonwealth Equity Services, LLC
INCREASED91,96186,363+5,598+6%$9.2M$9.5M+$288.7K2026-11-02
Fiduciary Financial Group, LLC
INCREASED87,36274,449+12,913+17%$8.0M$9.0M+$1.1M2026-10-13
Fortem Financial Group, LLC
INCREASED82,96282,955+7+0%$8.9M$8.6M-$278.8K2026-10-20
PNC Financial Services Group, Inc.
DECREASED82,16282,738-576-1%$8.8M$8.5M-$338.5K2026-11-06
Shah Wealth Advisors, LLC
INCREASED77,74372,892+4,851+7%$7.8M$8.1M+$256.8K2026-11-06
Ted Buchan & Co
INCREASED69,39364,530+4,863+8%$6.9M$7.2M+$286.2K2026-10-23
Focus Wealth Advisors, LLC
DECREASED63,65864,865-1,207-2%$6.9M$6.6M-$343.6K2026-10-14
Meridian Wealth Management, LLC
INCREASED48,31142,065+6,246+15%$4.5M$5.0M+$505.1K2026-11-05
180 Wealth Advisors, LLC
INCREASED48,19446,048+2,146+5%$4.9M$5.0M+$67.1K2026-11-03
Fifth Third Securities, Inc.
INCREASED44,56323,187+21,376+92%$2.5M$4.6M+$2.1M2026-10-21
Thrivent Financial for Lutherans
INCREASED44,12834,558+9,570+28%$3.7M$4.6K-$3.7M2026-11-05
Amitell Capital Pte Ltd
UNCHANGED41,75541,75500%$4.5M$4.3M-$140.7K2026-11-02
TCP Asset Management, LLC
DECREASED39,52039,801-281-1%$4.3M$4.2M-$77.1K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED36,95841,480-4,522-11%$4.4M$3.8M-$608.1K2026-10-13
ARS Investment Partners, LLC
DECREASED34,97738,620-3,643-9%$4.1M$3.6M-$507.3K2026-11-05
TD Waterhouse Canada Inc.
DECREASED32,35232,400-480%$3.4M$3.4M-$8.5K2026-10-16
Herbst Group, LLC
DECREASED32,20433,315-1,111-3%$3.6M$3.3M-$227.3K2026-10-20
Baker Avenue Asset Management, LP
INCREASED32,08031,805+275+1%$3.4M$3.3M-$78.8K2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED31,8568,801+23,055+262%$941.1K$3.3M+$2.4M2026-10-16
Advocate Investing Services LLC
UNCHANGED30,22030,22000%$3.2M$3.1M-$101.8K2026-10-26
Farther Finance Advisors, LLC
INCREASED29,29325,013+4,280+17%$2.7M$3.0M+$358.9K2026-10-08
Cumberland Advisors Inc
INCREASED28,23028,065+165+1%$3.0M$2.9M-$77.5K2026-10-30
Compagnie Lombard Odier SCmA
UNCHANGED28,07528,07500%$3.0M$2.9M-$94.6K2026-11-04
Fisher Asset Management, LLC
INCREASED27,87625,772+2,104+8%$2.8M$2.9M+$131.0K2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED26,77215+26,757+178380%$1.6K$2.8M+$2.8M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED24,500814,000-789,500-97%$87.0M$2.5K-$87.0M2026-11-02
Pinnacle Associates LTD
INCREASED23,29123,091+200+1%$2.5M$2.4M-$57.1K2026-10-20
Pekin Hardy Strauss, Inc.
DECREASED22,46324,613-2,150-9%$2.6M$2.3M-$305.6K2026-11-02
Clarus Wealth Advisors
DECREASED21,72724,131-2,404-10%$2.5M$2.3M-$149.3K2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED21,46823,544-2,076-9%$2.5M$2.2M-$294.3K2026-10-14
Juncture Wealth Strategies, LLC
DECREASED20,69625,506-4,810-19%$2.7M$2.1M-$584.1K2026-10-06
Independent Financial Group, LLC
INCREASED20,29020,220+70+0%$2.2M$2.1M-$60.9K2026-10-13
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED19,00027,000-8,000-30%$2.9M$2.0K-$2.9M2026-10-22
MGO One Seven LLC
DECREASED18,37919,286-907-5%$2.1M$1.9M-$158.9K2026-10-28
Retirement Planning Group, LLC
DECREASED17,96919,652-1,683-9%$2.1M$1.9M-$240.5K2026-10-19
Heartwood Wealth Advisors LLC
INCREASED17,06416,912+152+1%$1.8M$1.8M-$41.3K2026-10-05
Kestra Advisory Services, LLC
INCREASED16,87512,698+4,177+33%$1.4M$1.7M+$389.8K2026-11-02
Shaker Investments LLC
DECREASED16,77718,165-1,388-8%$1.9M$1.7M-$205.0K2026-11-05
Lane Brothers & Co Inc
DECREASED16,36018,995-2,635-14%$2.0M$1.7M-$336.9K2026-11-02
Guidance Capital, Inc
INCREASED16,05314,983+1,070+7%$1.5M$1.6M+$84.5K2026-11-03
Belvedere Trading LLC
INCREASED14,4592,890+11,569+400%$309.0K$1.5M+$1.2M2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED14,38913,430+959+7%$1.4M$1.5M+$54.1K2026-10-21
Daiwa Securities Group Inc.
INCREASED14,0809,980+4,100+41%$1.1M$1.5M+$391.0K2026-10-29
Citizens Financial Group Inc
INCREASED13,45913,450+9+0%$1.4M$1.4M-$44.4K2026-10-23
IFP Advisors, Inc
DECREASED13,16020,831-7,671-37%$2.2M$1.4M-$864.6K2026-10-16
Merit Financial Group, LLC
INCREASED12,8578,731+4,126+47%$933.6K$1.3M+$397.9K2026-11-06
E&G Advisors, LLC
INCREASED12,72612,548+178+1%$1.3M$1.3M-$23.9K2026-10-13
Creative Planning
DECREASED12,56712,688-121-1%$1.4M$1.3M-$55.3K2026-11-02
Truist Financial Corp
INCREASED12,17811,664+514+4%$1.2M$1.3M+$13.9K2026-10-30
Montag A & Associates Inc
UNCHANGED11,79611,79600%$1.3M$1.2M-$39.8K2026-10-29
Bright Futures Wealth Management, Llc.
DECREASED11,09511,185-90-1%$1.2M$1.1M-$47.0K2026-10-23
Y.D. More Investments Ltd
UNCHANGED11,00011,00000%$1.2M$1.1M-$37.1K2026-11-02
BOS Asset Management, LLC
DECREASED10,27314,188-3,915-28%$1.5M$1.1M-$453.3K2026-10-09
Fermata Advisors, LLC
INCREASED10,0939,803+290+3%$1.0M$1.0M-$3.0K2026-10-13
Daymark Wealth Partners, LLC
DECREASED9,89910,059-160-2%$1.1M$1.0M-$50.5K2026-11-04
Pettinga Financial Advisors LLC
DECREASED9,59413,474-3,880-29%$1.4M$993.6K-$447.2K2026-10-13
Capital Wealth Alliance, LLC
DECREASED9,59217,426-7,834-45%$1.9M$993.3K-$870.0K2026-10-20
Bank of New York Mellon Corp
DECREASED9,23413,956-4,722-34%$1.5M$956.3K-$536.0K2026-11-05
Ballast Rock Private Wealth LLC
INCREASED9,2269,225+1+0%$986.4K$955.5K-$31.0K2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
INCREASED8,9757,826+1,149+15%$836.8K$929.5K+$92.6K2026-10-15
Creative Financial Designs Inc
INCREASED7,8825,613+2,269+40%$600.2K$816.3K+$216.1K2026-11-04
Tctc Holdings, LLC
UNCHANGED7,6957,69500%$822.8K$796.9K-$25.9K2026-11-02
Monument Capital Management
DECREASED7,4847,504-200%$802.4K$775.0K-$27.4K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED7,3197,104+215+3%$736.6K$765.6K+$29.0K2026-10-13
Fifth Third Bancorp
INCREASED7,1596,904+255+4%$738.3K$741.4K+$3.1K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED7,0346,849+185+3%$732.4K$728.5K-$4.0K2026-11-06
Wellington Shields Capital Management, LLC
DECREASED7,000101,712-94,712-93%$10.9M$724.9K-$10.2M2026-11-03
Wellington Shields & Co., LLC
INCREASED7,000500+6,500+1300%$53.5K$724.9K+$671.5K2026-11-03
Capital Management Associates
UNCHANGED7,0007,00000%$748.5K$724.9K-$23.6K2026-11-03
Visionary Wealth Advisors
DECREASED6,97012,435-5,465-44%$1.3M$721.8K-$607.9K2026-11-04
Berman McAleer LLC
UNCHANGED6,4866,48600%$693.5K$671.7K-$21.9K2026-10-16
Sigma Investment Counselors Inc
INCREASED6,3572,070+4,287+207%$221.3K$658.4K+$437.0K2026-10-27
Diversify Wealth Management, LLC
INCREASED6,2644,561+1,703+37%$470.3K$634.8K+$164.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED6,2644,561+1,703+37%$470.3K$634.8K+$164.5K2026-10-20
Insight 2811, Inc.
UNCHANGED6,2226,22200%$665.3K$644.4K-$21.0K2026-11-06
Clear Trail Advisors, LLC
UNCHANGED5,7905,79000%$619.1K$599.6K-$19.5K2026-10-20
Parsons Capital Management Inc
INCREASED5,7885,768+20+0%$616.8K$599.4K-$17.4K2026-10-28
Pilgrim Partners Asia Pte Ltd
UNCHANGED5,6505,65000%$604.2K$585.1K-$19.0K2026-10-29
Global Wealth Management, LLC
DECREASED5,5315,741-210-4%$613.9K$572.8K-$41.1K2026-10-15
Columbus Macro, LLC
UNCHANGED5,4605,46000%$583.8K$565.4K-$18.4K2026-10-14
Lido Advisors, LLC
INCREASED4,9334,851+82+2%$518.8K$510.8K-$7.9K2026-11-04
McAdam, LLC
INCREASED4,8244,601+223+5%$492.0K$499.6K+$7.6K2026-10-21
Moulton Wealth Management, Inc
INCREASED4,6533,346+1,307+39%$354.6K$485.3K+$130.7K2026-10-13
Sound Financial Strategies Group, LLC
DECREASED4,5644,591-27-1%$490.9K$472.6K-$18.3K2026-10-30
Philadelphia Trust Co
UNCHANGED4,5214,52100%$483.0K$468-$482.5K2026-11-05
Everest Financial Group LLC
NEW4,505—+4,505——$466.5K—2026-11-06
Prospera Financial Services Inc
DECREASED4,4754,558-83-2%$487.5K$437.9K-$49.6K2026-11-04
Venture Visionary Partners LLC
DECREASED4,4444,601-157-3%$492.1K$460.3K-$31.8K2026-10-07
Private Trust Co NA
DECREASED4,3494,741-392-8%$507.0K$450.4K-$56.6K2026-10-20
Moors & Cabot, Inc.
INCREASED4,3103,910+400+10%$418.1K$446.3K+$28.2K2026-11-06
Point Nemo Capital, LLC
DECREASED4,16724,779-20,612-83%$2.6M$431.5K-$2.2M2026-11-03
Allworth Financial LP
INCREASED4,1493,897+252+6%$416.7K$443.6K+$26.9K2026-11-06
VestGen Advisors, LLC
DECREASED4,1355,223-1,088-21%$558.5K$428.2K-$130.3K2026-10-27
Synergy Asset Management, LLC
DECREASED4,1035,382-1,279-24%$575.5K$424.9K-$150.6K2026-11-05
Investment Management Trust, LLC
DECREASED4,0959,703-5,608-58%$1.0M$424.1K-$613.4K2026-11-05
Magnolia Capital Management LTD
UNCHANGED4,0654,06500%$435$421-$142026-10-09
Baldwin Wealth Partners LLC
INCREASED3,9502,950+1,000+34%$315.4K$409.1K+$93.6K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED3,8263,151+675+21%$337.0K$396.3K+$59.3K2026-11-04
Crescent Grove Advisors, LLC
INCREASED3,7382,630+1,108+42%$281.2K$387.1K+$105.9K2026-10-21
Central Trust Co
DECREASED3,5663,757-191-5%$401.7K$369.3K-$32.4K2026-11-05
Riggs Asset Managment Co. Inc.
DECREASED3,5523,558-60%$380.5K$367.8K-$12.6K2026-11-05
Choreo, LLC
INCREASED3,5102,482+1,028+41%$265.4K$363.5K+$98.1K2026-10-28
D.A. Davidson & Co.
DECREASED3,4743,638-164-5%$389.1K$359.8K-$29.2K2026-10-28
Atria Investments, Inc
DECREASED3,42518,564-15,139-82%$2.0M$354.7K-$1.6M2026-10-15
Citizens National Bank Trust Department
INCREASED3,3662,855+511+18%$305.3K$348.6K+$43.3K2026-11-04
Vontobel Holding Ltd.
NEW3,359—+3,359——$347.9K—2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED3,3383,959-621-16%$423.3K$345.7K-$77.7K2026-11-02
Focus Financial Network, Inc.
INCREASED3,2103,016+194+6%$322.5K$332.4K+$9.9K2026-10-14
StoneX Group Inc.
NEW3,157—+3,157——$326.9K—2026-11-03
Brookstone Capital Management
INCREASED3,0412,810+231+8%$300.5K$314.9K+$14.4K2026-10-22
Keudell ison Wealth Management
INCREASED3,0102,935+75+3%$313.8K$311.7K-$2.1K2026-10-16
Aviance Capital Partners, LLC
UNCHANGED3,0003,00000%$320.8K$310.7K-$10.1K2026-10-29
Evergreen Capital Management LLC
INCREASED2,9172,780+137+5%$297.2K$302.1K+$4.9K2026-10-23
SP Asset Management LLC
INCREASED2,7542,752+2+0%$294.3K$285.2K-$9.1K2026-11-05
Hengehold Capital Management LLC
NEW2,726—+2,726——$282.4K—2026-10-16
Blue Trust, Inc.
INCREASED2,6971,828+869+48%$195.5K$279.3K+$83.8K2026-10-15
Wespac Advisors, LLC
DECREASED2,5393,896-1,357-35%$416.6K$262.9K-$153.7K2026-10-26
Banque Pictet & CIE SA
UNCHANGED2,5002,50000%$267.3K$258.9K-$8.4K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED2,4972,483+14+1%$265.5K$258.6K-$7.0K2026-10-13
Apella Capital, LLC
INCREASED2,4932,492+1+0%$255.3K$261.4K+$6.1K2026-10-08
J. Safra Sarasin Holding AG
DECREASED2,3733,867-1,494-39%$413.6K$245.7K-$167.9K2026-10-26
IPG Investment Advisors LLC
UNCHANGED2,3682,36800%$253.2K$245.2K-$8.0K2026-10-30
Vermillion Wealth Management, Inc.
DECREASED2,33314,869-12,536-84%$1.6M$241.6K-$1.3M2026-10-26
Midwest Trust Co
UNCHANGED2,3002,30000%$245.9K$238.2K-$7.8K2026-10-22
Auour Investments LLC
INCREASED2,2382,192+46+2%$234.4K$231.8K-$2.6K2026-10-28
Union Bancaire Privee, UBP SA
INCREASED2,235650+1,585+244%$69.2K$232.2K+$163.0K2026-11-04
Strategic Blueprint, LLC
DECREASED2,1952,478-283-11%$264.9K$227.3K-$37.7K2026-10-22
Schneider Downs Wealth Management Advisors, LP
UNCHANGED2,1762,17600%$232.7K$225.3K-$7.3K2026-10-27
J.W. Cole Advisors, Inc.
DECREASED2,1712,502-331-13%$267.5K$224.9K-$42.6K2026-11-05
Concurrent Investment Advisors, LLC
NEW2,149—+2,149——$222.5K—2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED2,1232,182-59-3%$233.4K$219.9K-$13.5K2026-10-20
NTV Asset Management LLC
UNCHANGED2,1002,10000%$224.6K$217.5K-$7.1K2026-10-23
Howard Financial Services, Ltd.
INCREASED2,0702,025+45+2%$216.5K$214.4K-$2.1K2026-10-15
Allegheny Financial Group
UNCHANGED2,0002,00000%$213.9K$207.1K-$6.7K2026-11-05
Flagship Harbor Advisors, LLC
DECREASED1,9542,144-190-9%$229.2K$202.3K-$26.9K2026-10-26
Capital Square, LLC
NEW1,948—+1,948——$201.7K—2026-10-19
CoreCap Advisors, LLC
DECREASED1,7061,936-230-12%$207.0K$176.8K-$30.3K2026-10-08
Parkside Financial Bank & Trust
INCREASED1,6921,691+1+0%$180.8K$175.2K-$5.6K2026-10-27
Bokf, NA
UNCHANGED1,5291,52900%$163.5K$158.3K-$5.2K2026-10-27
Cullen T Bankers, Inc.
INCREASED1,5191,483+36+2%$158.6K$157.3K-$1.3K2026-10-28
GK Wealth Management LLC
NEW1,406—+1,406——$145.6K—2026-10-09
US Bancorp \de\
UNCHANGED1,2621,26200%$134.9K$130.7K-$4.3K2026-11-05
Triumph Capital Management
DECREASED1,2431,819-576-32%$194.5K$128.7K-$65.8K2026-10-14
Buck Wealth Strategies, LLC
INCREASED1,220875+345+39%$93.6K$126.3K+$32.8K2026-10-28
Clearstead Advisors, LLC
UNCHANGED1,0951,09500%$117.1K$113.4K-$3.6K2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED1,0871,08700%$116.2K$112.6K-$3.7K2026-10-09
Compass Financial Management LLC
DECREASED9362,376-1,440-61%$254.1K$96.9K-$157.1K2026-10-30
AlphaCore Capital LLC
INCREASED913721+192+27%$77.1K$94.6K+$17.5K2026-11-04
Rossby Financial, LCC
INCREASED826579+247+43%$61.9K$85.5K+$23.6K2026-11-05
Assetmark, Inc
DECREASED780797-17-2%$85.2K$80.8K-$4.4K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED777355+422+119%$38.0K$80.5K+$42.5K2026-11-03
CX Institutional
INCREASED775625+150+24%$67$80+$132026-10-02
Quintet Private Bank (Europe) S.A.
UNCHANGED75075000%$80.2K$77.7K-$2.5K2026-10-08
Private Wealth Management Group, LLC
UNCHANGED64064000%$68.4K$66.3K-$2.2K2026-10-19
Wormser Freres Gestion
UNCHANGED63863800%$66.9K$66.1K-$8782026-10-21
Ascentis Independent Advisors
NEW626—+626——$64.8K—2026-11-03
Independence Bank of Kentucky
UNCHANGED54554500%$58.3K$56.4K-$1.8K2026-10-26
Spire Wealth Management
DECREASED5421,521-979-64%$162.6K$56.1K-$106.5K2026-10-30
Elevation Wealth Partners, LLC
UNCHANGED51351300%$54.9K$53.1K-$1.7K2026-10-07
Winch Advisory Services, LLC
INCREASED486485+1+0%$51.9K$50.3K-$1.6K2026-11-06
Axiom Investment Management LLC
UNCHANGED47547500%$50.8K$49.2K-$1.6K2026-11-03
Evolution Wealth Management Inc.
DECREASED421679-258-38%$72.6K$43.6K-$29.0K2026-10-28
Main Street Group, LTD
UNCHANGED40040000%$42.8K$41.4K-$1.3K2026-10-28
Jacobi Capital Management LLC
NEW340—+340——$35.2K—2026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED32332300%$34.5K$33.5K-$1.1K2026-10-30
Larson Financial Group LLC
UNCHANGED31531500%$33.7K$32.6K-$1.0K2026-11-05
Latitude Advisors, LLC
NEW304—+304——$31.5K—2026-10-27
Grove Bank & Trust
DECREASED300400-100-25%$42.8K$31.1K-$11.7K2026-10-08
Decker Retirement Planning Inc.
UNCHANGED30030000%$32.1K$31.1K-$1.0K2026-10-19
Covestor Ltd
DECREASED292293-10%$31$30-$12026-10-30
Lanark Financial, Inc.
UNCHANGED25725700%$27.5K$26.6K-$8662026-10-26
Rydar Equities, Inc.
NEW252—+252——$26.5K—2026-10-13
Ascentis Wealth Management, LLC
INCREASED25054+196+363%$5.8K$25.9K+$20.1K2026-11-03
SJS Investment Consulting Inc.
UNCHANGED23323300%$24.9K$24.1K-$7852026-10-26
Glass Jacobson Investment Advisors llc
NEW208—+208——$21.5K—2026-10-26
Lodestone Wealth Management LLC
UNCHANGED20620600%$22.1K$21.4K-$6812026-10-14
Elevated Capital Advisors, LLC
UNCHANGED17817800%$19.0K$18.4K-$6002026-11-04
Kingdom Financial Group Llc.
UNCHANGED16316300%$17.4K$16.9K-$5382026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED16316300%$17.4K$16.9K-$5502026-10-23
Next Level Wealth Planning, LLC
NEW162—+162——$16.8K—2026-10-29
Roxbury Financial LLC
UNCHANGED14414400%$15.4K$14.9K-$4752026-10-01
Parallel Advisors, LLC
INCREASED14142+99+236%$4.5K$14.6K+$10.1K2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED13013000%$13.9K$13.5K-$4382026-10-14
Archer Investment Corp
UNCHANGED13013000%$13.9K$13.5K-$4382026-11-05
Gen-Wealth Partners Inc
DECREASED107206-99-48%$22.0K$11.1K-$10.9K2026-11-04
Asset Dedication, LLC
INCREASED10552+53+102%$5.6K$10.9K+$5.3K2026-11-03
Caldwell Trust Co
DECREASED100215-115-53%$23.0K$10.4K-$12.6K2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED10010000%$10.7K$10.4K-$3382026-10-21
Bangor Savings Bank
UNCHANGED10010000%$10.7K$10.4K-$3372026-10-06
Concord Wealth Partners
INCREASED9936+63+175%$3.8K$10.2K+$6.4K2026-11-02
10Elms LLP
NEW86—+86——$8.9K—2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED606000%$6.4K$6.2K-$2022026-10-13
Cape Investment Advisory, Inc.
NEW59—+59——$6.1K—2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED575700%$6.1K$5.9K-$1922026-10-27
Laurel Wealth Advisors LLC
NEW50—+50——$5.2K—2026-10-27
Russell Investments Group, Ltd.
DECREASED4366-23-35%$7.1K$4.5K-$2.6K2026-11-06
Team Financial Group, LLC
NEW30—+30——$3.1K—2026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED303000%$3.2K$3.1K-$1012026-11-05
Arlington Trust Co LLC
UNCHANGED202000%$2.1K$2.1K-$682026-10-20
High Note Wealth, LLC
UNCHANGED181800%$1.9K$1.9K-$612026-10-27
Financial Consulate, Inc
UNCHANGED171700%$1.8K$1.8K-$572026-10-23
JFS Wealth Advisors, LLC
UNCHANGED151500%$1.6K$1.6K-$502026-11-03
Central Pacific Bank - Trust Division
UNCHANGED111100%$1.2K$1.1K-$372026-10-06
Nfsg Corp
UNCHANGED101000%$1.1K$1.0K-$332026-10-15
Financially Speaking Inc
NEW9—+9——$974—2026-11-05
Biltmore Family Office, LLC
NEW8—+8——$828—2026-11-03
Bear Mountain Capital, Inc.
UNCHANGED8800%$835$807-$282026-11-04
Root Financial Partners, LLC
NEW7—+7——$725—2026-10-21
Mechanics Financial Corp
UNCHANGED6600%$642$621-$212026-11-05
Jefferies Financial Group Inc.
CLOSED0107,516-107,516-100%$11.5M$0-$11.5M2026-11-05
Vestor Capital, LLC
CLOSED0104,252-104,252-100%$16.5K$0-$16.5K2026-11-04
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CLOSED097,000-97,000-100%$10.4M$0-$10.4M2026-10-29
Cadent Capital Advisors, LLC
CLOSED081,760-81,760-100%$8.7M$0-$8.7M2026-10-09
Arch Global Advisors, LLC
CLOSED034,195-34,195-100%$3.7M$0-$3.7M2026-10-23
Founders Financial Securities LLC
CLOSED026,437-26,437-100%$2.8M$0-$2.8M2026-10-28
McMill Wealth Management
CLOSED023,006-23,006-100%$1.3M$0-$1.3M2026-11-05
Avalon Capital Management
CLOSED020,960-20,960-100%$2.2M$0-$2.2M2026-11-04
Axxcess Wealth Management, LLC
CLOSED018,039-18,039-100%$1.9M$0-$1.9M2026-10-21
Whalen Wealth Management Inc.
CLOSED016,813-16,813-100%$1.8M$0-$1.8M2026-10-08
First Heartland Consultants, Inc.
CLOSED013,767-13,767-100%$1.5M$0-$1.5M2026-10-08
Almanack Investment Partners, Llc.
CLOSED09,570-9,570-100%$1.0M$0-$1.0M2026-11-03
Anson Capital, Inc.
CLOSED08,665-8,665-100%$926.5K$0-$926.5K2026-10-23
Oppenheimer & Co Inc
CLOSED08,066-8,066-100%$862.5K$0-$862.5K2026-10-26
Sigma Planning Corp
CLOSED06,950-6,950-100%$743.2K$0-$743.2K2026-10-23
Clear Creek Financial Management, LLC
CLOSED05,968-5,968-100%$638.2K$0-$638.2K2026-10-28
Ibex Wealth Advisors
CLOSED05,743-5,743-100%$614.1K$0-$614.1K2026-11-06
Sumitomo Mitsui Trust Group, Inc.
CLOSED05,700-5,700-100%$609.5K$0-$609.5K2026-10-29
Imc-Chicago, LLC
CLOSED04,357-4,357-100%$465.9K$0-$465.9K2026-11-05
HBW Advisory Services LLC
CLOSED04,329-4,329-100%$462.9K$0-$462.9K2026-10-15
Csenge Advisory Group
CLOSED03,151-3,151-100%$336.9K$0-$336.9K2026-11-04
Park Avenue Securities LLC
CLOSED02,611-2,611-100%$279.0K$0-$279.0K2026-10-26
Apollon Wealth Management, LLC
CLOSED02,128-2,128-100%$227.6K$0-$227.6K2026-10-23
Sound Income Strategies, LLC
CLOSED02,003-2,003-100%$214.2K$0-$214.2K2026-10-09
Larry Mathis Financial Planning, LLC
CLOSED01,979-1,979-100%$211.6K$0-$211.6K2026-10-26
Ardent Capital Management, Inc.
CLOSED01,970-1,970-100%$210.7K$0-$210.7K2026-10-16
Private Advisory Group LLC
CLOSED01,956-1,956-100%$209.2K$0-$209.2K2026-11-06
Grandview Asset Management LLC
CLOSED01,941-1,941-100%$207.6K$0-$207.6K2026-10-19
Solstein Capital, LLC
CLOSED01,793-1,793-100%$191.7K$0-$191.7K2026-11-02
Stone House Investment Management, LLC
CLOSED0500-500-100%$53.5K$0-$53.5K2026-10-23
Deutsche Bank Ag\
CLOSED0288-288-100%$30.8K$0-$30.8K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0129-129-100%$13.8K$0-$13.8K2026-11-06
Atlatl Advisers LLC
CLOSED0100-100-100%$10.7K$0-$10.7K2026-10-22
International Assets Investment Management, LLC
CLOSED082-82-100%$8.6K$0-$8.6K2026-11-02
Salem Investment Counselors Inc
CLOSED036-36-100%$3.9K$0-$3.9K2026-10-13
Vima LLC
CLOSED023-23-100%$2.5K$0-$2.5K2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.0M$940.8K-$84.0K2026-10-29
Bank of America Corp
N/A—7,921,303-7,921,303-100%$847.0M———
Morgan Stanley
N/A—2,599,540-2,599,540-100%$278.0M———
Goldman Sachs Group Inc
N/A—1,252,045-1,252,045-100%$133.9M———
Wells Fargo & Company
N/A—834,033-834,033-100%$89.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—830,230-830,230-100%$88.8M———
Caisse de Depot ET Placement DU Quebec
N/A—615,000-615,000-100%$65.8M———
HSBC Holdings PLC
N/A—584,293-584,293-100%$62.5M———
Raymond James Financial Inc
N/A—549,431-549,431-100%$58.8M———
Two Sigma Investments, LP
N/A—505,100-505,100-100%$54.0M———
D. E. Shaw & Co., Inc.
N/A—386,627-386,627-100%$41.3M———
Qube Research & Technologies Ltd
N/A—379,216-379,216-100%$40.5M———
UBS Group AG
N/A—304,778-304,778-100%$32.6M———
SCS Capital Management LLC
N/A—286,155-286,155-100%$30.6M———
HighTower Advisors, LLC
N/A—260,961-260,961-100%$27.9M———
Westwood Holdings Group Inc
N/A—252,329-252,329-100%$27.0M———
Royal Bank of Canada
N/A—234,925-234,925-100%$25.1M———
Potomac Fund Management Inc
N/A—221,400-221,400-100%$23.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—200,000-200,000-100%$21.4M———
BlackRock, Inc.
N/A—172,169-172,169-100%$18.4M———
Bank of Montreal
N/A—162,517-162,517-100%$17.4M———
Osaic Holdings, Inc.
N/A—161,671-161,671-100%$17.3M———
Cetera Investment Advisers
N/A—159,276-159,276-100%$17.0M———
Private Advisor Group, LLC
N/A—135,119-135,119-100%$14.4M———
Renaissance Technologies LLC
N/A—121,100-121,100-100%$12.9M———
Ameriprise Financial Inc
N/A—117,377-117,377-100%$12.9M———
Chicago Wealth Management, Inc.
N/A—111,146-111,146-100%$11.9M———
Citadel Advisors LLC
N/A—110,304-110,304-100%$11.8M———
Allianz SE
N/A—91,770-91,770-100%$9.8M———
ARP Global Capital Ltd
N/A—89,740-89,740-100%$9.6M———
National Bank of Canada
N/A—85,365-85,365-100%$9.1M———
Parallax Volatility Advisers, L.P.
N/A—80,187-80,187-100%$8.6M———
Brevan Howard Capital Management LP
N/A—77,807-77,807-100%$8.3M———
MAI Capital Management
N/A—77,262-77,262-100%$8.3M———
Cresset Asset Management, LLC
N/A—76,263-76,263-100%$8.2M———
Caption Management, LLC
N/A—75,984-75,984-100%$8.1M———
Northwestern Mutual Wealth Management Co
N/A—74,568-74,568-100%$8.0M———
Susquehanna International Group, LLP
N/A—72,143-72,143-100%$7.7M———
Envestnet Asset Management Inc
N/A—70,493-70,493-100%$7.5M———
Quadrature Capital Ltd
N/A—68,900-68,900-100%$7.4M———
Wealthfront Advisers LLC
N/A—68,629-68,629-100%$7.3M———
Okabena Investment Services Inc
N/A—65,387-65,387-100%$7.0M———
Proficio Capital Partners LLC
N/A—65,380-65,380-100%$7.0M———
HRT Financial LP
N/A—63,747-63,747-100%$6.8M———
Legend Financial Advisors, Inc.
N/A—62,547-62,547-100%$6.7M———
Beacon Pointe Advisors, LLC
N/A—60,528-60,528-100%$6.5M———
Jennison Associates LLC
N/A—56,903-56,903-100%$6.1M———
Squarepoint Ops LLC
N/A—55,823-55,823-100%$6.0M———
Jane Street Group, LLC
N/A—50,643-50,643-100%$5.4M———
Focus Partners Wealth
N/A—50,034-50,034-100%$5.4M———
CIBC World Market Inc.
N/A—49,950-49,950-100%$5.3M———
JPMorgan Chase & Co
N/A—47,660-47,660-100%$5.1M———
Norris Financial Group, LLC
N/A—46,621-46,621-100%$5.0M———
Stifel Financial Corp
N/A—45,462-45,462-100%$4.9M———
Jaffetilchin Investment Partners, LLC
N/A—45,244-45,244-100%$4.8M———
Captrust Financial Advisors
N/A—42,581-42,581-100%$4.6M———
Rockefeller Capital Management L.P.
N/A—42,464-42,464-100%$4.5M———
BNP Paribas Financial Markets
N/A—40,496-40,496-100%$4.3M———
Scotia Capital Inc.
N/A—39,324-39,324-100%$4.2M———
Greenline Partners, LLC
N/A—39,099-39,099-100%$4.2M———
Marex Group Ltd
N/A—38,450-38,450-100%$4.1M———
Hilltop Holdings Inc.
N/A—34,677-34,677-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—33,489-33,489-100%$3.6M———
XTX Topco Ltd
N/A—33,239-33,239-100%$3.6M———
Tradewinds, Llc.
N/A—33,014-33,014-100%$6.2M———
Bank of Nova Scotia
N/A—32,682-32,682-100%$3.5M———
Private Wealth Advisors, LLC
N/A—32,102-32,102-100%$3.4M———
Fullerton Fund Management Co Ltd.
N/A—31,500-31,500-100%$3.4M———
Jump Financial, LLC
N/A—31,438-31,438-100%$3.4M———
Silver Coast Investments LLC
N/A—31,216-31,216-100%$3.3M———
Sanctuary Advisors, LLC
N/A—30,964-30,964-100%$3.3M———
Twin Tree Management, LP
N/A—30,486-30,486-100%$3.3M———
Capital Wealth Planning, LLC
N/A—30,220-30,220-100%$3.2M———
OneDigital Investment Advisors LLC
N/A—28,808-28,808-100%$3.1M———
Bienville Capital Management, LLC
N/A—28,493-28,493-100%$3.0M———
Harbour Investments, Inc.
N/A—26,338-26,338-100%$2.8M———
RPg Family Wealth Advisory, LLC
N/A—25,343-25,343-100%$2.7M———
Risk Paradigm Group, LLC
N/A—24,383-24,383-100%$2.6M———
Ausdal Financial Partners, Inc.
N/A—24,362-24,362-100%$2.6M———
Mariner, LLC
N/A—22,565-22,565-100%$2.4M———
IHT Wealth Management, LLC
N/A—22,244-22,244-100%$2.4M———
MML Investors Services, LLC
N/A—19,698-19,698-100%$2.1M———
Snowden Capital Advisors LLC
N/A—18,894-18,894-100%$2.0M———
Darwin Wealth Management, LLC
N/A—18,039-18,039-100%$1.9M———
Advisory Services Network, LLC
N/A—17,824-17,824-100%$1.9M———
Woodline Partners LP
N/A—16,331-16,331-100%$1.7M———
Tudor Investment Corp ET AL
N/A—15,000-15,000-100%$1.6M———
SG Americas Securities, LLC
N/A—14,877-14,877-100%$1.6M———
Janney Montgomery Scott LLC
N/A—14,835-14,835-100%$1.6M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—14,200-14,200-100%$1.5M———
Ciovacco Capital Management LLC
N/A—13,122-13,122-100%$1.4M———
Fischer Investment Strategies, LLC
N/A—12,734-12,734-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—12,726-12,726-100%$1.4M———
Sequoia Financial Advisors, LLC
N/A—12,587-12,587-100%$1.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—12,227-12,227-100%$1.3M———
Western Wealth Management, LLC
N/A—12,055-12,055-100%$1.3M———
Logan Stone Capital, LLC
N/A—11,217-11,217-100%$1.2M———
Equitable Holdings, Inc.
N/A—11,213-11,213-100%$1.2M———
Flow Traders U.S. LLC
N/A—10,959-10,959-100%$1.2M———
Marshall Investment Management, LLC
N/A—10,790-10,790-100%$1.2M———
LaSalle St. Investment Advisors, LLC
N/A—10,713-10,713-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—10,698-10,698-100%$1.1M———
Cerity Partners LLC
N/A—10,543-10,543-100%$1.1M———
Nomura Asset Management Co LTD
N/A—10,215-10,215-100%$1.1M———
Fox Hill Wealth Management
N/A—10,087-10,087-100%$1.1M———
Quantinno Capital Management LP
N/A—9,726-9,726-100%$1.0M———
Modern Wealth Management, LLC
N/A—9,673-9,673-100%$1.0M———
Retirement Income Solutions, Inc
N/A—9,363-9,363-100%$1.0M———
Capstone Investment Advisors, LLC
N/A—9,295-9,295-100%$993.9K———
Two Sigma Securities, LLC
N/A—8,793-8,793-100%$940.2K———
Schonfeld Strategic Advisors LLC
N/A—8,585-8,585-100%$918.0K———
Millennium Management LLC
N/A—8,307-8,307-100%$888.3K———
Integrated Wealth Concepts LLC
N/A—8,249-8,249-100%$882.0K———
Financial Gravity Companies, Inc.
N/A—8,009-8,009-100%$856.4K———
Texas Yale Capital Corp.
N/A—7,954-7,954-100%$850.5K———
Wealthspire Advisors, LLC
N/A—7,089-7,089-100%$758.1K———
Blair William & Co
N/A—7,084-7,084-100%$757.5K———
Stamos Capital Partners, L.P.
N/A—7,038-7,038-100%$752.6K———
Innovative Asset Advisors Group, LLC
N/A—6,967-6,967-100%$745.0K———
Quantbot Technologies LP
N/A—6,693-6,693-100%$715.7K———
Walleye Trading LLC
N/A—6,684-6,684-100%$714.7K———
NewEdge Advisors, LLC
N/A—6,350-6,350-100%$679.1K———
Black Maple Capital Management LP
N/A—6,000-6,000-100%$641.6K———
GTS Securities LLC
N/A—5,940-5,940-100%$635.2K———
Banco BTG Pactual S.A.
N/A—5,900-5,900-100%$630.9K———
EP Wealth Advisors, LLC
N/A—5,841-5,841-100%$624.6K———
Liberty One Investment Management, LLC
N/A—5,269-5,269-100%$563.4K———
Arax Advisory Partners
N/A—5,028-5,028-100%$537.6K———
FMR LLC
N/A—5,026-5,026-100%$537.4K———
Credit Agricole S A
N/A—5,021-5,021-100%$536.9K———
Calton & Associates, Inc.
N/A—5,005-5,005-100%$535.2K———
Neuberger Berman Group LLC
N/A—4,775-4,775-100%$510.6K———
Tower Research Capital LLC (TRC)
N/A—4,695-4,695-100%$502.0K———
Global Retirement Partners, LLC
N/A—4,613-4,613-100%$493.3K———
Aster Capital Management (Difc) Ltd
N/A—4,569-4,569-100%$488.6K———
Centaurus Financial, Inc.
N/A—4,554-4,554-100%$487.0K———
&partners
N/A—4,365-4,365-100%$466.8K———
World Investment Advisors
N/A—4,218-4,218-100%$455.6K———
AQR Capital Management LLC
N/A—4,204-4,204-100%$449.5K———
Oxbow Advisors, LLC
N/A—4,075-4,075-100%$435.7K———
Aptus Capital Advisors, LLC
N/A—3,991-3,991-100%$426.8K———
Mutual Advisors, LLC
N/A—3,724-3,724-100%$398.2K———
UBS Asset Management Americas LLC
N/A—3,542-3,542-100%$378.7K———
Amica Mutual Insurance Co
N/A—3,441-3,441-100%$368.0K———
Evernest Financial Advisors, LLC
N/A—3,408-3,408-100%$364.4K———
Ameritas Advisory Services, LLC
N/A—3,373-3,373-100%$360.7K———
Quarry LP
N/A—3,317-3,317-100%$354.7K———
Next Capital Management LLC
N/A—2,975-2,975-100%$318.1K———
Baird Financial Group, Inc.
N/A—2,880-2,880-100%$308.0K———
Federation des caisses Desjardins du Quebec
N/A—2,875-2,875-100%$307.3K———
Astoria Portfolio Advisors Llc.
N/A—2,801-2,801-100%$299.5K———
Second Half Financial Partners, LLC
N/A—2,708-2,708-100%$289.6K———
Choate Investment Advisors
N/A—2,646-2,646-100%$282.9K———
Chesapeake Asset Management LLC
N/A—2,579-2,579-100%$203.3K———
Massar Capital Management, LP
N/A—2,498-2,498-100%$267.1K———
Stratos Wealth Advisors, LLC
N/A—2,490-2,490-100%$266.3K———
Pinnacle Family Advisors, LLC
N/A—2,450-2,450-100%$262.0K———
Xcelsior Advisor Partners LLC
N/A—2,428-2,428-100%$259.6K———
Pathstone Holdings, LLC
N/A—2,420-2,420-100%$258.8K———
Mizuho Markets Cayman LP
N/A—2,408-2,408-100%$257.5K———
AE Wealth Management LLC
N/A—2,363-2,363-100%$252.7K———
Brown Advisory Inc
N/A—2,325-2,325-100%$248.7K———
Kingsview Wealth Management, LLC
N/A—2,311-2,311-100%$247.1K———
NewEdge Wealth, LLC
N/A—2,283-2,283-100%$244.1K———
Principal Securities, Inc.
N/A—2,234-2,234-100%$238.9K———
Forefront Wealth Partners, LLC
N/A—2,190-2,190-100%$234.2K———
Arkadios Wealth Advisors
N/A—2,178-2,178-100%$232.9K———
Leavell Investment Management, Inc.
N/A—2,172-2,172-100%$232.3K———
Nelson Capital Management, LLC
N/A—2,163-2,163-100%$231.3K———
Gateway Wealth Partners, LLC
N/A—2,074-2,074-100%$221.8K———
PFG Investments, LLC
N/A—2,074-2,074-100%$221.8K———
Peregrine Asset Advisers, Inc.
N/A—2,068-2,068-100%$221.1K———
IFG Advisory, LLC
N/A—2,029-2,029-100%$217.0K———
Moneta Group Investment Advisors LLC
N/A—2,012-2,012-100%$215.1K———
Ingalls & Snyder LLC
N/A—2,000-2,000-100%$214.0K———
Rathbones Group PLC
N/A—1,944-1,944-100%$207.9K———
Hanover Advisors Inc
N/A—1,917-1,917-100%$205.0K———
Waverly Advisors, LLC
N/A—1,914-1,914-100%$204.6K———
HighPoint Advisor Group LLC
N/A—1,890-1,890-100%$202.1K———
Harvest Investment Services, LLC
N/A—1,875-1,875-100%$200.5K———
Rialto Wealth Management, LLC
N/A—1,806-1,806-100%$193.1K———
Schroder Investment Management Group
N/A—1,800-1,800-100%$191.7K———
Operose Advisors LLC
N/A—1,779-1,779-100%$190.3K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,403-1,403-100%$149.5K———
Brown Brothers Harriman & Co
N/A—1,251-1,251-100%$133.8K———
Strategic Investment Solutions, Inc.
N/A—1,198-1,198-100%$128.0K———
Bellevue Asset Management, LLC
N/A—1,197-1,197-100%$128.0K———
Ancora Advisors LLCA
N/A—1,107-1,107-100%$118.4K———
Turim 21 Investimentos Ltda.
N/A—1,036-1,036-100%$110.8K———
GeoWealth Management, LLC
N/A—818-818-100%$87.5K———
Whittier Trust Co
N/A—788-788-100%$83.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—749-749-100%$80.1K———
O'shaughnessy Asset Management, LLC
N/A—568-568-100%$60.7K———
Geneos Wealth Management Inc.
N/A—513-513-100%$54.9K———
Huntington National Bank
N/A—482-482-100%$51.5K———
Private Wealth Asset Management, LLC
N/A—450-450-100%$48.1K———
Whittier Trust Co of Nevada Inc
N/A—426-426-100%$43.7K———
Strive Financial Group,LLC
N/A—378-378-100%$40.4K———
Banque Cantonale Vaudoise
N/A—301-301-100%$32.0K———
Regatta Research & Money Management
N/A—251-251-100%$26.8K———
Franklin Resources Inc
N/A—201-201-100%$21.5K———
Synergy Investment Management, LLC
N/A—191-191-100%$20.4K———
BFC Planning, Inc.
N/A—177-177-100%$19.0K———
PlanVest Financial, Inc
N/A—149-149-100%$16.0K———
Financial Life Planners
N/A—138-138-100%$14.8K———
Glenmede Trust Co NA
N/A—132-132-100%$14.1K———
Ankerstar Wealth, LLC
N/A—125-125-100%$13.4K———
Advisors Preferred, LLC
N/A—112-112-100%$11.8K———
Smartleaf Asset Management LLC
N/A—101-101-100%$10.8K———
Strategic Wealth Partners, Ltd.
N/A—100-100-100%$10.7K———
Capital Analysts, LLC
N/A—85-85-100%$9.0K———
Credit Industriel ET Commercial
N/A—83-83-100%$8.9K———
Macquarie Group LTD
N/A—74-74-100%$7.9K———
JDM Financial Group LLC
N/A—66-66-100%$7.1K———
Caitlin John, LLC
N/A—61-61-100%$6.5K———
Integrity Financial Corp
N/A—58-58-100%$6.2K———
SHP Wealth Management
N/A—52-52-100%$5.6K———
LMR Partners LLP
N/A—50-50-100%$5.3K———
Atomic Invest LLC
N/A—45-45-100%$4.8K———
Hantz Financial Services, Inc.
N/A—39-39-100%$4———
WealthCollab, LLC
N/A—33-33-100%$3.5K———
Ameriflex Group, Inc.
N/A—30-30-100%$3.2K———
1 North Wealth Services LLC
N/A—30-30-100%$3.2K———
Horizon Investments, LLC
N/A—29-29-100%$3.1K———
Founders Financial Alliance, LLC
N/A—24-24-100%$2.6K———
Jones Financial Companies Lllp
N/A—13-13-100%$1.4K———
FAS Wealth Partners, Inc.
N/A—10-10-100%$1.1K———
Imprint Wealth LLC
N/A—7-7-100%$749———
Showing 480 of 480 institutions