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SS Spdr S&P Bank ETF (KBE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares3,451,717 from 2,006,963
Change+1,444,754 (+72%)
Value$218.2M (+$81.3M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares337,213 from 355,424
Change-18,211 (-5%)
Value$21.3M (-$2.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares291,168 from 304,248
Change-13,080 (-4%)
Value$18.4M (-$2.3M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares252,173 from 246,764
Change+5,409 (+2%)
Value$15.9M (-$891.9K)
Filed 2026-11-02
ProVise Management Group, LLC
DECREASED
Shares229,050 from 233,055
Change-4,005 (-2%)
Value$14.5M (-$1.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares153,897 from 171,831
Change-17,934 (-10%)
Value$9.7M (-$2.0M)
Filed 2026-11-05
MRA Advisory Group
DECREASED
Shares112,569 from 112,634
Change-65 (0%)
Value$7.1M (-$567.3K)
Filed 2026-10-07
Sage Advisory Services, Ltd.Co.
DECREASED
Shares70,710 from 78,821
Change-8,111 (-10%)
Value$4.5M (-$907.0K)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares61,433 from 1,565,518
Change-1,504,085 (-96%)
Value$3.9M (-$102.9M)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
UNCHANGED
Shares53,022 from 53,022
Change0 (0%)
Value$3.4M (-$265.1K)
Filed 2026-11-03
FDx Advisors, Inc.
DECREASED
Shares31,070 from 35,400
Change-4,330 (-12%)
Value$2.0K (-$2.4M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
NEW
Shares22,606
Change+22,606
Value$1.4M
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares18,979 from 18,591
Change+388 (+2%)
Value$1.2M (-$68.4K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares18,933 from 18,786
Change+147 (+1%)
Value$1.2M (-$84.6K)
Filed 2026-11-02
Segment Wealth Management, LLC
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$1.1M (-$87.5K)
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares17,057 from 17,056
Change+1 (+0%)
Value$1.1M (-$85.2K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares16,682 from 13,790
Change+2,892 (+21%)
Value$1.1M (+$113.9K)
Filed 2026-10-15
Altfest L J & Co Inc
DECREASED
Shares14,002 from 14,232
Change-230 (-2%)
Value$885.2K (-$85.7K)
Filed 2026-10-27
NTV Asset Management LLC
UNCHANGED
Shares13,710 from 13,710
Change0 (0%)
Value$866.7K (-$68.6K)
Filed 2026-10-23
Lido Advisors, LLC
DECREASED
Shares13,548 from 13,962
Change-414 (-3%)
Value$856.5K (-$96.0K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares13,007 from 13,003
Change+4 (+0%)
Value$822.3K (-$64.7K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
NEW
Shares12,802
Change+12,802
Value$809.3K
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares12,676 from 19,754
Change-7,078 (-36%)
Value$801.4K (-$546.2K)
Filed 2026-10-26
Courier Capital LLC
INCREASED
Shares12,609 from 10,746
Change+1,863 (+17%)
Value$797.1K (+$64.0K)
Filed 2026-10-19
Almanack Investment Partners, Llc.
INCREASED
Shares12,542 from 6,858
Change+5,684 (+83%)
Value$792.9K (+$325.1K)
Filed 2026-11-03
Gateway Investment Advisers LLC
NEW
Shares10,407
Change+10,407
Value$657.9K
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,942 from 9,668
Change+274 (+3%)
Value$629 (-$659.4K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares9,289 from 2,889
Change+6,400 (+222%)
Value$591.2K (+$390.9K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares8,490 from 8,501
Change-11 (0%)
Value$536.7K (-$43.2K)
Filed 2026-10-20
Montecito Bank & Trust
UNCHANGED
Shares8,490 from 8,490
Change0 (0%)
Value$536.7K (-$42.5K)
Filed 2026-10-01
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares8,101 from 9,367
Change-1,266 (-14%)
Value$512.2K (-$126.9K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
UNCHANGED
Shares7,791 from 7,791
Change0 (0%)
Value$513.2K (-$22.6K)
Filed 2026-10-27
Magnus Financial Group LLC
INCREASED
Shares7,701 from 7,689
Change+12 (+0%)
Value$486.8K (-$37.7K)
Filed 2026-10-21
Samalin Investment Counsel, LLC
INCREASED
Shares7,495 from 7,460
Change+35 (+0%)
Value$473.9K (-$35.0K)
Filed 2026-10-23
RCW Management, LLC
UNCHANGED
Shares7,429 from 7,429
Change0 (0%)
Value$469.7K (-$37.1K)
Filed 2026-10-30
Ibex Wealth Advisors
NEW
Shares7,379
Change+7,379
Value$466.5K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,243 from 7,142
Change+101 (+1%)
Value$460.3K (-$30.7K)
Filed 2026-10-13
Objective Capital Management, LLC
UNCHANGED
Shares7,104 from 7,104
Change0 (0%)
Value$449.1K (-$35.5K)
Filed 2026-10-13
Blue Water Asset Management
INCREASED
Shares7,032 from 7,023
Change+9 (+0%)
Value$444.6K (-$34.6K)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares6,928 from 9,479
Change-2,551 (-27%)
Value$438.0K (-$208.7K)
Filed 2026-11-04
Meitav Investment House LTD
UNCHANGED
Shares6,748 from 6,748
Change0 (0%)
Value$426.6K (-$33.7K)
Filed 2026-10-28
Vima LLC
INCREASED
Shares6,625 from 6,480
Change+145 (+2%)
Value$418.8K (-$23.3K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares6,545 from 6,079
Change+466 (+8%)
Value$413.8K (-$926)
Filed 2026-11-05
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares6,409 from 6,409
Change0 (0%)
Value$405.2K (-$32.0K)
Filed 2026-10-23
Sage Capital Management, LLC
INCREASED
Shares6,344 from 6,321
Change+23 (+0%)
Value$401.2K (-$30.2K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares6,209 from 6,390
Change-181 (-3%)
Value$392.5K (-$43.4K)
Filed 2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$392 (-$422.6K)
Filed 2026-10-26
Vertex Investment Solutions Co., Ltd.
NEW
Shares5,400
Change+5,400
Value$342.9K
Filed 2026-10-19
Anderson Hoagland & Co
INCREASED
Shares5,009 from 4,980
Change+29 (+1%)
Value$329.7K (-$10.0K)
Filed 2026-10-23
Formidable Asset Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$341.1K (+$43.4K)
Filed 2026-11-03
South Shore Capital Advisors
DECREASED
Shares4,986 from 5,174
Change-188 (-4%)
Value$315.2K (-$37.8K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares4,848 from 3,553
Change+1,295 (+36%)
Value$306.5K (+$64.1K)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares4,601 from 4,674
Change-73 (-2%)
Value$290.9K (-$28.0K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares4,577 from 4,575
Change+2 (+0%)
Value$289.4K (-$22.7K)
Filed 2026-10-29
Crescent Grove Advisors, LLC
UNCHANGED
Shares4,463 from 4,463
Change0 (0%)
Value$282.2K (-$22.3K)
Filed 2026-10-21
Diversified Trust Co
NEW
Shares4,400
Change+4,400
Value$278.2K
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares4,327 from 4,324
Change+3 (+0%)
Value$273.5K (-$21.4K)
Filed 2026-10-27
WP Advisors, LLC
INCREASED
Shares4,311 from 4,292
Change+19 (+0%)
Value$272.6K (-$20.3K)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares4,301 from 4,126
Change+175 (+4%)
Value$271.9K (-$9.6K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares4,227 from 12,024
Change-7,797 (-65%)
Value$283.0K (-$494.2K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED
Shares4,191 from 4,191
Change0 (0%)
Value$264.9K (-$21.0K)
Filed 2026-11-06
Citizens Financial Group Inc
INCREASED
Shares4,149 from 4,146
Change+3 (+0%)
Value$262.3K (-$20.6K)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares4,116 from 4,212
Change-96 (-2%)
Value$260.2K (-$27.1K)
Filed 2026-10-16
Asset One Wealth Management LLC
DECREASED
Shares4,069 from 4,323
Change-254 (-6%)
Value$257.2K (-$43.6K)
Filed 2026-11-02
Hopwood Financial Services, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$252.9K (-$20.0K)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares3,932 from 9,080
Change-5,148 (-57%)
Value$249 (-$618.8K)
Filed 2026-10-26
Norden Group LLC
UNCHANGED
Shares3,689 from 3,689
Change0 (0%)
Value$233.2K (-$18.5K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares3,641 from 3,626
Change+15 (+0%)
Value$230.2K (-$17.2K)
Filed 2026-10-23
Prospera Financial Services Inc
NEW
Shares3,640
Change+3,640
Value$239.2K
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares3,563 from 4,755
Change-1,192 (-25%)
Value$225.3K (-$99.2K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED
Shares3,559 from 3,540
Change+19 (+1%)
Value$225.0K (-$16.5K)
Filed 2026-10-29
Guerra PAN Advisors, LLC
INCREASED
Shares3,433 from 3,432
Change+1 (+0%)
Value$216.7K (-$17.5K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares3,336 from 1,930
Change+1,406 (+73%)
Value$210.9K (+$79.3K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,558 from 2,758
Change-200 (-7%)
Value$161.7K (-$26.4K)
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$135.9K (-$10.8K)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$121.7K (-$9.6K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares1,501 from 1,650
Change-149 (-9%)
Value$94.9K (-$17.7K)
Filed 2026-10-26
Capital Investment Counsel, Inc
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$90.1K (-$7.1K)
Filed 2026-10-20
Advocate Investing Services LLC
INCREASED
Shares1,407 from 7
Change+1,400 (+20000%)
Value$89.0K (+$88.5K)
Filed 2026-10-26
Provident Wealth Management, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$79.0K (-$6.3K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares1,231 from 1,380
Change-149 (-11%)
Value$77.8K (-$16.3K)
Filed 2026-11-05
Toth Financial Advisory Corp
DECREASED
Shares1,140 from 1,155
Change-15 (-1%)
Value$72.1K (-$6.7K)
Filed 2026-10-08
Cullen T Bankers, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$69.5K (-$5.5K)
Filed 2026-10-28
CoreCap Advisors, LLC
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$67.1K (-$5.3K)
Filed 2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED
Shares938 from 938
Change0 (0%)
Value$59.3K (-$4.7K)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares842 from 1,381
Change-539 (-39%)
Value$53.2K (-$41.0K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares658
Change+658
Value$41.6K
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$33.4K (-$2.6K)
Filed 2026-10-23
Wagner Wealth Management, LLC
INCREASED
Shares504 from 501
Change+3 (+1%)
Value$31.9K (-$2.3K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$31.6K (-$2.5K)
Filed 2026-10-30
CX Institutional
DECREASED
Shares442 from 9,178
Change-8,736 (-95%)
Value$28 (-$598)
Filed 2026-10-02
Pathway Financial Advisers, LLC
NEW
Shares422
Change+422
Value$26.7K
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares392
Change+392
Value$24.8K
Filed 2026-11-05
Trust Co
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$22.5K (-$1.8K)
Filed 2026-10-09
Cedar Mountain Advisors, LLC
INCREASED
Shares354 from 353
Change+1 (+0%)
Value$22.4K (-$1.7K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$21.1K (-$1.7K)
Filed 2026-10-05
Angeles Wealth Management, LLC
INCREASED
Shares305 from 303
Change+2 (+1%)
Value$19.3K (-$1.4K)
Filed 2026-10-26
Trust Co of Vermont
DECREASED
Shares300 from 343
Change-43 (-13%)
Value$19.0K (-$4.4K)
Filed 2026-10-21
Viewpoint Capital Management LLC
NEW
Shares275
Change+275
Value$17.4K
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares241 from 250
Change-9 (-4%)
Value$15.2K (-$1.8K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$13.2K (-$1.0K)
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.6K (-$1.0K)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$12.0K (-$936)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$11.6K (-$915)
Filed 2026-10-05
Register Financial Advisors LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.5K (-$750)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$8.5K (-$670)
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.3K (-$500)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$6.0K (-$439)
Filed 2026-11-05
Russell Investments Group, Ltd.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$5.2K (-$415)
Filed 2026-11-06
Bfsg, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$4.9K (-$385)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
NEW
Shares58
Change+58
Value$3.7K
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares55 from 45
Change+10 (+22%)
Value$3.5K (+$407)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.3K (-$260)
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.2K (-$250)
Filed 2026-10-14
Blue Trust, Inc.
NEW
Shares23
Change+23
Value$1.5K
Filed 2026-10-15
Abound Wealth Management
NEW
Shares19
Change+19
Value$1.2K
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$751 ($0)
Filed 2026-11-06
Rachor Investment Advisory Services, LLC
NEW
Shares10
Change+10
Value$633
Filed 2026-10-29
Signature Equity Partners, LLC
NEW
Shares2
Change+2
Value$126
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 29,361
Change-29,361 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 5,163
Change-5,163 (-100%)
Value$0 (-$352.2K)
Filed 2026-10-20
Savant Capital, LLC
CLOSED
Shares0 from 3,802
Change-3,802 (-100%)
Value$0 (-$242.8K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 3,773
Change-3,773 (-100%)
Value$0 (-$257.4K)
Filed 2026-10-13
Integrity Alliance, Llc.
CLOSED
Shares0 from 3,408
Change-3,408 (-100%)
Value$0 (-$232.5K)
Filed 2026-10-29
Bailard, Inc.
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-13
Tempo Wealth, LLC
CLOSED
Shares0 from 3,094
Change-3,094 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-14
MGO One Seven LLC
CLOSED
Shares0 from 3,041
Change-3,041 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-28
RFG Advisory, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$204.7K)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 2,947
Change-2,947 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,359
Change-1,359 (-100%)
Value$0 (-$94.3K)
Filed 2026-11-02
SYM Financial Corp
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-13
Coston, McIsaac & Partners
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Goldman Sachs Group Inc
N/A
Shares— from 7,004,237
Change-7,004,237 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,846,216
Change-6,846,216 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,294,676
Change-1,294,676 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 829,925
Change-829,925 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 664,895
Change-664,895 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 537,221
Change-537,221 (-100%)
Value—
UBS Group AG
N/A
Shares— from 524,433
Change-524,433 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 490,560
Change-490,560 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 480,940
Change-480,940 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 438,145
Change-438,145 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 324,198
Change-324,198 (-100%)
Value—
Prudential PLC
N/A
Shares— from 261,100
Change-261,100 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 211,894
Change-211,894 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 202,831
Change-202,831 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 190,106
Change-190,106 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 157,868
Change-157,868 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 147,211
Change-147,211 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 132,748
Change-132,748 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 105,703
Change-105,703 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 104,704
Change-104,704 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 97,279
Change-97,279 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 93,708
Change-93,708 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 88,460
Change-88,460 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 85,854
Change-85,854 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 78,015
Change-78,015 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 76,490
Change-76,490 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 73,743
Change-73,743 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 70,229
Change-70,229 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 69,573
Change-69,573 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 56,400
Change-56,400 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 47,471
Change-47,471 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 45,846
Change-45,846 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 45,456
Change-45,456 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 45,291
Change-45,291 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 38,024
Change-38,024 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 33,175
Change-33,175 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 32,497
Change-32,497 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 27,250
Change-27,250 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,775
Change-26,775 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,106
Change-26,106 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 25,695
Change-25,695 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 23,262
Change-23,262 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,535
Change-21,535 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 21,525
Change-21,525 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 21,237
Change-21,237 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 20,472
Change-20,472 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 19,565
Change-19,565 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 18,874
Change-18,874 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 18,839
Change-18,839 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,552
Change-18,552 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 18,332
Change-18,332 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 17,783
Change-17,783 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,579
Change-17,579 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 17,460
Change-17,460 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,785
Change-16,785 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 14,587
Change-14,587 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,797
Change-13,797 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,514
Change-13,514 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,971
Change-11,971 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,601
Change-11,601 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 11,187
Change-11,187 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,885
Change-10,885 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,465
Change-10,465 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,425
Change-10,425 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,860
Change-9,860 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,438
Change-9,438 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 9,335
Change-9,335 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 9,115
Change-9,115 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 8,799
Change-8,799 (-100%)
Value—
&partners
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,472
Change-7,472 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,209
Change-7,209 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,128
Change-6,128 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,562
Change-3,562 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 108
Change-108 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4
Change-4 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
INCREASED3,451,7172,006,963+1,444,754+72%$136.9M$218.2M+$81.3M2026-11-04
LPL Financial LLC
DECREASED337,213355,424-18,211-5%$24.2M$21.3M-$2.9M2026-11-06
PNC Financial Services Group, Inc.
DECREASED291,168304,248-13,080-4%$20.8M$18.4M-$2.3M2026-11-06
Kestra Advisory Services, LLC
INCREASED252,173246,764+5,409+2%$16.8M$15.9M-$891.9K2026-11-02
ProVise Management Group, LLC
DECREASED229,050233,055-4,005-2%$15.9M$14.5M-$1.4M2026-11-06
Bank of New York Mellon Corp
DECREASED153,897171,831-17,934-10%$11.7M$9.7M-$2.0M2026-11-05
MRA Advisory Group
DECREASED112,569112,634-650%$7.7M$7.1M-$567.3K2026-10-07
Sage Advisory Services, Ltd.Co.
DECREASED70,71078,821-8,111-10%$5.4M$4.5M-$907.0K2026-10-29
Barclays PLC
DECREASED61,4331,565,518-1,504,085-96%$106.8M$3.9M-$102.9M2026-11-06
Evolution Wealth Advisors, LLC
UNCHANGED53,02253,02200%$3.6M$3.4M-$265.1K2026-11-03
FDx Advisors, Inc.
DECREASED31,07035,400-4,330-12%$2.4M$2.0K-$2.4M2026-11-05
Allspring Global Investments Holdings, LLC
NEW22,606—+22,606——$1.4M—2026-11-04
Truist Financial Corp
INCREASED18,97918,591+388+2%$1.3M$1.2M-$68.4K2026-10-30
Commonwealth Equity Services, LLC
INCREASED18,93318,786+147+1%$1.3M$1.2M-$84.6K2026-11-02
Segment Wealth Management, LLC
UNCHANGED17,50017,50000%$1.2M$1.1M-$87.5K2026-10-26
Forum Financial Management, LP
INCREASED17,05717,056+1+0%$1.2M$1.1M-$85.2K2026-10-16
Atria Investments, Inc
INCREASED16,68213,790+2,892+21%$940.7K$1.1M+$113.9K2026-10-15
Altfest L J & Co Inc
DECREASED14,00214,232-230-2%$970.9K$885.2K-$85.7K2026-10-27
NTV Asset Management LLC
UNCHANGED13,71013,71000%$935.3K$866.7K-$68.6K2026-10-23
Lido Advisors, LLC
DECREASED13,54813,962-414-3%$952.5K$856.5K-$96.0K2026-11-04
Stirlingshire Investments, Inc.
INCREASED13,00713,003+4+0%$887.0K$822.3K-$64.7K2026-11-05
SeaBridge Investment Advisors LLC
NEW12,802—+12,802——$809.3K—2026-11-02
Oppenheimer & Co Inc
DECREASED12,67619,754-7,078-36%$1.3M$801.4K-$546.2K2026-10-26
Courier Capital LLC
INCREASED12,60910,746+1,863+17%$733.1K$797.1K+$64.0K2026-10-19
Almanack Investment Partners, Llc.
INCREASED12,5426,858+5,684+83%$467.9K$792.9K+$325.1K2026-11-03
Gateway Investment Advisers LLC
NEW10,407—+10,407——$657.9K—2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED9,9429,668+274+3%$660.0K$629-$659.4K2026-11-02
TD Waterhouse Canada Inc.
INCREASED9,2892,889+6,400+222%$200.3K$591.2K+$390.9K2026-10-16
Integrated Advisors Network LLC
DECREASED8,4908,501-110%$579.9K$536.7K-$43.2K2026-10-20
Montecito Bank & Trust
UNCHANGED8,4908,49000%$579.2K$536.7K-$42.5K2026-10-01
Graves Light Lenhart Wealth, Inc.
DECREASED8,1019,367-1,266-14%$639.0K$512.2K-$126.9K2026-10-09
Chicago Partners Investment Group LLC
UNCHANGED7,7917,79100%$535.8K$513.2K-$22.6K2026-10-27
Magnus Financial Group LLC
INCREASED7,7017,689+12+0%$524.6K$486.8K-$37.7K2026-10-21
Samalin Investment Counsel, LLC
INCREASED7,4957,460+35+0%$508.9K$473.9K-$35.0K2026-10-23
RCW Management, LLC
UNCHANGED7,4297,42900%$506.8K$469.7K-$37.1K2026-10-30
Ibex Wealth Advisors
NEW7,379—+7,379——$466.5K—2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED7,2437,142+101+1%$491.0K$460.3K-$30.7K2026-10-13
Objective Capital Management, LLC
UNCHANGED7,1047,10400%$484.6K$449.1K-$35.5K2026-10-13
Blue Water Asset Management
INCREASED7,0327,023+9+0%$479.1K$444.6K-$34.6K2026-11-04
Simplex Trading, LLC
DECREASED6,9289,479-2,551-27%$646.7K$438.0K-$208.7K2026-11-04
Meitav Investment House LTD
UNCHANGED6,7486,74800%$460.3K$426.6K-$33.7K2026-10-28
Vima LLC
INCREASED6,6256,480+145+2%$442.1K$418.8K-$23.3K2026-10-23
Fifth Third Bancorp
INCREASED6,5456,079+466+8%$414.7K$413.8K-$9262026-11-05
Total Wealth Planning & Management, Inc.
UNCHANGED6,4096,40900%$437.2K$405.2K-$32.0K2026-10-23
Sage Capital Management, LLC
INCREASED6,3446,321+23+0%$431.4K$401.2K-$30.2K2026-10-20
Creative Planning
DECREASED6,2096,390-181-3%$435.9K$392.5K-$43.4K2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED6,2006,20000%$423.0K$392-$422.6K2026-10-26
Vertex Investment Solutions Co., Ltd.
NEW5,400—+5,400——$342.9K—2026-10-19
Anderson Hoagland & Co
INCREASED5,0094,980+29+1%$339.7K$329.7K-$10.0K2026-10-23
Formidable Asset Management, LLC
UNCHANGED5,0005,00000%$297.8K$341.1K+$43.4K2026-11-03
South Shore Capital Advisors
DECREASED4,9865,174-188-4%$353.0K$315.2K-$37.8K2026-10-20
Farther Finance Advisors, LLC
INCREASED4,8483,553+1,295+36%$242.3K$306.5K+$64.1K2026-10-08
Assetmark, Inc
DECREASED4,6014,674-73-2%$318.9K$290.9K-$28.0K2026-10-21
Koshinski Asset Management, Inc.
INCREASED4,5774,575+2+0%$312.1K$289.4K-$22.7K2026-10-29
Crescent Grove Advisors, LLC
UNCHANGED4,4634,46300%$304.5K$282.2K-$22.3K2026-10-21
Diversified Trust Co
NEW4,400—+4,400——$278.2K—2026-11-06
North Star Investment Management Corp.
INCREASED4,3274,324+3+0%$295.0K$273.5K-$21.4K2026-10-27
WP Advisors, LLC
INCREASED4,3114,292+19+0%$292.8K$272.6K-$20.3K2026-10-22
Accel Wealth Management
INCREASED4,3014,126+175+4%$281.5K$271.9K-$9.6K2026-10-13
StoneX Group Inc.
DECREASED4,22712,024-7,797-65%$777.3K$283.0K-$494.2K2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED4,1914,19100%$285.9K$264.9K-$21.0K2026-11-06
Citizens Financial Group Inc
INCREASED4,1494,146+3+0%$282.8K$262.3K-$20.6K2026-10-23
PFG Advisors
DECREASED4,1164,212-96-2%$287.4K$260.2K-$27.1K2026-10-16
Asset One Wealth Management LLC
DECREASED4,0694,323-254-6%$300.8K$257.2K-$43.6K2026-11-02
Hopwood Financial Services, Inc.
UNCHANGED4,0004,00000%$272.9K$252.9K-$20.0K2026-10-29
Park Avenue Securities LLC
DECREASED3,9329,080-5,148-57%$619.0K$249-$618.8K2026-10-26
Norden Group LLC
UNCHANGED3,6893,68900%$251.7K$233.2K-$18.5K2026-10-20
HB Wealth Management, LLC
INCREASED3,6413,626+15+0%$247.4K$230.2K-$17.2K2026-10-23
Prospera Financial Services Inc
NEW3,640—+3,640——$239.2K—2026-11-04
Level Four Advisory Services, LLC
DECREASED3,5634,755-1,192-25%$324.5K$225.3K-$99.2K2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED3,5593,540+19+1%$241.5K$225.0K-$16.5K2026-10-29
Guerra PAN Advisors, LLC
INCREASED3,4333,432+1+0%$234.1K$216.7K-$17.5K2026-10-26
Spire Wealth Management
INCREASED3,3361,930+1,406+73%$131.7K$210.9K+$79.3K2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED2,5582,758-200-7%$188.2K$161.7K-$26.4K2026-10-27
Nemes Rush Group LLC
UNCHANGED2,1502,15000%$146.7K$135.9K-$10.8K2026-11-04
BigSur Wealth Management LLC
UNCHANGED1,9251,92500%$131.3K$121.7K-$9.6K2026-10-13
Lanark Financial, Inc.
DECREASED1,5011,650-149-9%$112.6K$94.9K-$17.7K2026-10-26
Capital Investment Counsel, Inc
UNCHANGED1,4251,42500%$97.2K$90.1K-$7.1K2026-10-20
Advocate Investing Services LLC
INCREASED1,4077+1,400+20000%$477$89.0K+$88.5K2026-10-26
Provident Wealth Management, LLC
UNCHANGED1,2501,25000%$85.3K$79.0K-$6.3K2026-10-20
US Bancorp \de\
DECREASED1,2311,380-149-11%$94.1K$77.8K-$16.3K2026-11-05
Toth Financial Advisory Corp
DECREASED1,1401,155-15-1%$78.8K$72.1K-$6.7K2026-10-08
Cullen T Bankers, Inc.
UNCHANGED1,1001,10000%$75.0K$69.5K-$5.5K2026-10-28
CoreCap Advisors, LLC
UNCHANGED1,0611,06100%$72.4K$67.1K-$5.3K2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED93893800%$64.0K$59.3K-$4.7K2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8421,381-539-39%$94.2K$53.2K-$41.0K2026-10-14
Ascentis Wealth Management, LLC
NEW658—+658——$41.6K—2026-11-03
Valley National Advisers Inc
UNCHANGED52852800%$36.0K$33.4K-$2.6K2026-10-23
Wagner Wealth Management, LLC
INCREASED504501+3+1%$34.2K$31.9K-$2.3K2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED50050000%$34.1K$31.6K-$2.5K2026-10-30
CX Institutional
DECREASED4429,178-8,736-95%$626$28-$5982026-10-02
Pathway Financial Advisers, LLC
NEW422—+422——$26.7K—2026-10-27
Jacobi Capital Management LLC
NEW392—+392——$24.8K—2026-11-05
Trust Co
UNCHANGED35635600%$24.3K$22.5K-$1.8K2026-10-09
Cedar Mountain Advisors, LLC
INCREASED354353+1+0%$24.1K$22.4K-$1.7K2026-10-15
MassMutual Private Wealth & Trust, FSB
UNCHANGED33333300%$22.7K$21.1K-$1.7K2026-10-05
Angeles Wealth Management, LLC
INCREASED305303+2+1%$20.7K$19.3K-$1.4K2026-10-26
Trust Co of Vermont
DECREASED300343-43-13%$23.4K$19.0K-$4.4K2026-10-21
Viewpoint Capital Management LLC
NEW275—+275——$17.4K—2026-10-27
IFP Advisors, Inc
DECREASED241250-9-4%$17.1K$15.2K-$1.8K2026-10-16
Central Trust Co
UNCHANGED20920900%$14.3K$13.2K-$1.0K2026-11-05
Mascoma Wealth Management LLC
UNCHANGED20020000%$13.6K$12.6K-$1.0K2026-10-23
Signaturefd, LLC
UNCHANGED19019000%$12.9K$12.0K-$9362026-10-23
Eastern Bank
UNCHANGED18318300%$12.5K$11.6K-$9152026-10-05
Register Financial Advisors LLC
UNCHANGED15015000%$10.2K$9.5K-$7502026-10-23
Portfolio Resources Advisor Group, Inc.
UNCHANGED13413400%$9.1K$8.5K-$6702026-10-20
Creative Financial Designs Inc
UNCHANGED10010000%$6.8K$6.3K-$5002026-11-04
Archer Investment Corp
UNCHANGED959500%$6.5K$6.0K-$4392026-11-05
Russell Investments Group, Ltd.
UNCHANGED838300%$5.7K$5.2K-$4152026-11-06
Bfsg, LLC
UNCHANGED777700%$5.3K$4.9K-$3852026-10-30
Brown, Lisle Ings, Inc.
NEW58—+58——$3.7K—2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED5545+10+22%$3.1K$3.5K+$4072026-10-16
Larson Financial Group LLC
UNCHANGED525200%$3.5K$3.3K-$2602026-11-05
Lodestone Wealth Management LLC
UNCHANGED505000%$3.4K$3.2K-$2502026-10-14
Blue Trust, Inc.
NEW23—+23——$1.5K—2026-10-15
Abound Wealth Management
NEW19—+19——$1.2K—2026-10-26
Allworth Financial LP
UNCHANGED111100%$751$751$02026-11-06
Rachor Investment Advisory Services, LLC
NEW10—+10——$633—2026-10-29
Signature Equity Partners, LLC
NEW2—+2——$126—2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED029,361-29,361-100%$2.0M$0-$2.0M2026-10-16
Continuum Wealth Advisors, LLC
CLOSED05,163-5,163-100%$352.2K$0-$352.2K2026-10-20
Savant Capital, LLC
CLOSED03,802-3,802-100%$242.8K$0-$242.8K2026-11-06
Signal Advisors Wealth, LLC
CLOSED03,773-3,773-100%$257.4K$0-$257.4K2026-10-13
Integrity Alliance, Llc.
CLOSED03,408-3,408-100%$232.5K$0-$232.5K2026-10-29
Bailard, Inc.
CLOSED03,100-3,100-100%$211.5K$0-$211.5K2026-10-13
Tempo Wealth, LLC
CLOSED03,094-3,094-100%$211.1K$0-$211.1K2026-10-14
MGO One Seven LLC
CLOSED03,041-3,041-100%$207.5K$0-$207.5K2026-10-28
RFG Advisory, LLC
CLOSED03,000-3,000-100%$204.7K$0-$204.7K2026-11-03
NBT Bank, N.A.
CLOSED02,947-2,947-100%$201.0K$0-$201.0K2026-10-21
International Assets Investment Management, LLC
CLOSED01,359-1,359-100%$94.3K$0-$94.3K2026-11-02
SYM Financial Corp
CLOSED0350-350-100%$23.9K$0-$23.9K2026-10-26
AdvisorNet Financial, Inc
CLOSED0147-147-100%$10.0K$0-$10.0K2026-10-15
LifeSteps Financial, Inc.
CLOSED0120-120-100%$8.2K$0-$8.2K2026-10-15
Cape Investment Advisory, Inc.
CLOSED0101-101-100%$6.9K$0-$6.9K2026-10-13
Coston, McIsaac & Partners
CLOSED01-1-100%$0$0$02026-11-06
Goldman Sachs Group Inc
N/A—7,004,237-7,004,237-100%$477.8M———
Morgan Stanley
N/A—6,846,216-6,846,216-100%$467.0M———
Bank of America Corp
N/A—1,294,676-1,294,676-100%$88.3M———
JPMorgan Chase & Co
N/A—829,925-829,925-100%$56.6M———
Wells Fargo & Company
N/A—664,895-664,895-100%$45.4M———
Wharton Business Group, LLC
N/A—537,221-537,221-100%$36.6M———
UBS Group AG
N/A—524,433-524,433-100%$35.8M———
Jane Street Group, LLC
N/A—490,560-490,560-100%$33.5M———
Two Sigma Investments, LP
N/A—480,940-480,940-100%$32.8M———
Royal Bank of Canada
N/A—438,145-438,145-100%$29.9M———
Janney Montgomery Scott LLC
N/A—324,198-324,198-100%$22.1M———
Prudential PLC
N/A—261,100-261,100-100%$17.8M———
Castlekeep Investment Advisors LLC
N/A—211,894-211,894-100%$14.5M———
Balyasny Asset Management L.P.
N/A—202,831-202,831-100%$13.8M———
Envestnet Asset Management Inc
N/A—190,106-190,106-100%$13.0M———
Madison Asset Management, LLC
N/A—157,868-157,868-100%$10.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—147,211-147,211-100%$10.0M———
Raymond James Financial Inc
N/A—132,748-132,748-100%$9.1M———
SG Americas Securities, LLC
N/A—105,703-105,703-100%$7.2M———
Measured Wealth Private Client Group, LLC
N/A—104,704-104,704-100%$7.1M———
Capital Fund Management S.A.
N/A—97,279-97,279-100%$6.6M———
Empowered Funds, LLC
N/A—93,708-93,708-100%$6.4M———
Captrust Financial Advisors
N/A—88,460-88,460-100%$6.0M———
Renaissance Technologies LLC
N/A—85,854-85,854-100%$5.9M———
Agave Capital Management Ltd
N/A—78,015-78,015-100%$5.3M———
BNP Paribas Financial Markets
N/A—76,490-76,490-100%$5.2M———
Stifel Financial Corp
N/A—73,743-73,743-100%$5.0M———
Quantitative Investment Management, LLC
N/A—70,229-70,229-100%$4.8M———
Trans-Canada Capital Inc.
N/A—70,000-70,000-100%$4.8M———
Cetera Investment Advisers
N/A—69,573-69,573-100%$4.7M———
Citadel Advisors LLC
N/A—56,400-56,400-100%$3.8M———
Bank of Montreal
N/A—47,471-47,471-100%$3.2M———
Atlantic Union Bankshares Corp
N/A—45,846-45,846-100%$3.1M———
Walleye Trading LLC
N/A—45,456-45,456-100%$3.1M———
Sanctuary Advisors, LLC
N/A—45,291-45,291-100%$3.1M———
Moneta Group Investment Advisors LLC
N/A—38,024-38,024-100%$2.6M———
LOM Asset Management Ltd
N/A—33,175-33,175-100%$2.3M———
D. E. Shaw & Co., Inc.
N/A—32,497-32,497-100%$2.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—27,250-27,250-100%$1.9M———
Equitable Holdings, Inc.
N/A—26,775-26,775-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—26,106-26,106-100%$1.8M———
Advisory Services Network, LLC
N/A—25,695-25,695-100%$1.8M———
SummitTX Capital, L.P.
N/A—23,262-23,262-100%$1.6M———
Osaic Holdings, Inc.
N/A—21,535-21,535-100%$1.5M———
Wealthspire Advisors, LLC
N/A—21,525-21,525-100%$1.5M———
Tidal Investments LLC
N/A—21,237-21,237-100%$1.4M———
Silvercrest Asset Management Group LLC
N/A—20,472-20,472-100%$1.4M———
Clark Capital Management Group, Inc.
N/A—19,565-19,565-100%$1.3M———
Ameriprise Financial Inc
N/A—18,874-18,874-100%$1.3M———
First Trust Advisors LP
N/A—18,839-18,839-100%$1.3M———
FMR LLC
N/A—18,552-18,552-100%$1.3M———
Vectors Research Management, LLC
N/A—18,332-18,332-100%$1.3M———
Qube Research & Technologies Ltd
N/A—17,783-17,783-100%$1.2M———
Baird Financial Group, Inc.
N/A—17,579-17,579-100%$1.2M———
DRW Securities, LLC
N/A—17,460-17,460-100%$1.2M———
Susquehanna International Group, LLP
N/A—16,785-16,785-100%$1.1M———
Curi Capital, LLC
N/A—14,587-14,587-100%$995.1K———
Northwestern Mutual Wealth Management Co
N/A—13,797-13,797-100%$941.2K———
BFC Planning, Inc.
N/A—13,514-13,514-100%$921.9K———
Mariner, LLC
N/A—11,971-11,971-100%$817.0K———
Two Sigma Securities, LLC
N/A—11,816-11,816-100%$806.1K———
Cerity Partners LLC
N/A—11,756-11,756-100%$801.5K———
MAI Capital Management
N/A—11,601-11,601-100%$791.4K———
Waterloo Capital, L.P.
N/A—11,187-11,187-100%$763.2K———
Summit Financial, LLC
N/A—10,885-10,885-100%$742.5K———
Pathstone Holdings, LLC
N/A—10,465-10,465-100%$714.0K———
Great Valley Advisor Group, Inc.
N/A—10,451-10,451-100%$713.0K———
HighTower Advisors, LLC
N/A—10,425-10,425-100%$711.2K———
Stephens Inc
N/A—9,860-9,860-100%$672.6K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—9,452-9,452-100%$643.8K———
Calton & Associates, Inc.
N/A—9,438-9,438-100%$643.9K———
Hanover Advisors Inc
N/A—9,335-9,335-100%$636.8K———
West Michigan Advisors, LLC
N/A—9,247-9,247-100%$630.8K———
North Star Asset Management Inc
N/A—9,115-9,115-100%$621.8K———
Simmons Bank
N/A—8,987-8,987-100%$613.1K———
Voya Financial Advisors, Inc.
N/A—8,799-8,799-100%$600.2K———
&partners
N/A—8,429-8,429-100%$575.0K———
Huntington National Bank
N/A—8,380-8,380-100%$571.7K———
Jones Financial Companies Lllp
N/A—7,939-7,939-100%$543.2K———
Wealthfront Advisers LLC
N/A—7,651-7,651-100%$522.0K———
National Bank of Canada
N/A—7,472-7,472-100%$509.5K———
Cape COD Five Cents Savings Bank
N/A—7,285-7,285-100%$497.0K———
Brown Brothers Harriman & Co
N/A—7,209-7,209-100%$491.8K———
HighPoint Advisor Group LLC
N/A—6,718-6,718-100%$458.3K———
Fairfield, Bush & Co.
N/A—6,624-6,624-100%$451.9K———
Trexquant Investment LP
N/A—6,294-6,294-100%$429.4K———
Snowden Capital Advisors LLC
N/A—6,253-6,253-100%$426.6K———
Steward Partners Investment Advisory, LLC
N/A—6,128-6,128-100%$418.1K———
Mutual Advisors, LLC
N/A—6,035-6,035-100%$411.7K———
Group One Trading LLC
N/A—5,950-5,950-100%$405.9K———
Aspen Grove Capital, LLC
N/A—5,935-5,935-100%$404.9K———
Cary Street Partners Financial LLC
N/A—5,894-5,894-100%$402.1K———
Rockefeller Capital Management L.P.
N/A—5,462-5,462-100%$372.6K———
MML Investors Services, LLC
N/A—5,385-5,385-100%$367.4K———
Symphony Financial Services, Inc.
N/A—5,290-5,290-100%$360.9K———
Private Advisor Group, LLC
N/A—5,281-5,281-100%$360.2K———
Edgestream Partners, L.P.
N/A—4,999-4,999-100%$341.0K———
Macquarie Group LTD
N/A—4,932-4,932-100%$336.5K———
Commerce Bank
N/A—4,391-4,391-100%$299.6K———
Stratos Wealth Partners, Ltd.
N/A—4,358-4,358-100%$297.3K———
Brevan Howard Capital Management LP
N/A—4,095-4,095-100%$279.4K———
Pinnacle Financial Partners, Inc.
N/A—4,089-4,089-100%$279.0K———
AQR Capital Management LLC
N/A—4,086-4,086-100%$278.7K———
Toronto Dominion Bank
N/A—4,011-4,011-100%$273.6K———
Essex Financial Services, Inc.
N/A—4,000-4,000-100%$272.9K———
HM Payson & Co
N/A—4,000-4,000-100%$272.9K———
PFG Investments, LLC
N/A—3,986-3,986-100%$271.9K———
Cedarwood Wealth LLC
N/A—3,924-3,924-100%$267.7K———
Arax Advisory Partners
N/A—3,610-3,610-100%$246.3K———
Sovereign Financial Group, Inc.
N/A—3,562-3,562-100%$243.0K———
Northern Trust Corp
N/A—3,469-3,469-100%$236.7K———
BlackRock, Inc.
N/A—3,072-3,072-100%$209.6K———
Principal Securities, Inc.
N/A—2,990-2,990-100%$204.0K———
Heritage Wealth Advisors
N/A—2,989-2,989-100%$203.9K———
NewEdge Advisors, LLC
N/A—2,818-2,818-100%$192.3K———
EP Wealth Advisors, LLC
N/A—2,313-2,313-100%$157.8K———
Federation des caisses Desjardins du Quebec
N/A—1,920-1,920-100%$131.0K———
Edmond de Rothschild Holding S.A.
N/A—1,680-1,680-100%$114.6K———
Harbour Investments, Inc.
N/A—1,547-1,547-100%$105.5K———
Rothschild Investment LLC
N/A—1,365-1,365-100%$93.1K———
EFG International AG
N/A—1,260-1,260-100%$86.0K———
Napier Financial, LLC
N/A—1,252-1,252-100%$85.4K———
O'shaughnessy Asset Management, LLC
N/A—1,241-1,241-100%$84.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,003-1,003-100%$68.4K———
Monetary Management Group Inc
N/A—1,000-1,000-100%$68.2K———
Lowe Brockenbrough & Co Inc
N/A—850-850-100%$58.0K———
Ameritas Advisory Services, LLC
N/A—644-644-100%$43.9K———
Timbuktu Capital Management, LLC
N/A—600-600-100%$40.9K———
Caldwell Sutter Capital, Inc.
N/A—515-515-100%$35.1K———
Fourth Dimension Wealth, LLC
N/A—408-408-100%$27.8K———
Geneos Wealth Management Inc.
N/A—294-294-100%$20.1K———
AE Wealth Management LLC
N/A—224-224-100%$15.3K———
FAS Wealth Partners, Inc.
N/A—185-185-100%$12.6K———
IFG Advisory, LLC
N/A—158-158-100%$10.8K———
Consultiva Wealth Management, Corp.
N/A—108-108-100%$7.4K———
UBS Asset Management Americas LLC
N/A—92-92-100%$6.3K———
Waverly Advisors, LLC
N/A—80-80-100%$5.5K———
Peak6 LLC
N/A—80-80-100%$5.5K———
GW&K Investment Management, LLC
N/A—72-72-100%$5———
Aptus Capital Advisors, LLC
N/A—40-40-100%$2.7K———
Global Retirement Partners, LLC
N/A—34-34-100%$2.3K———
Continuum Advisory, LLC
N/A—32-32-100%$2.2K———
HHM Wealth Advisors, LLC
N/A—22-22-100%$1.5K———
Cbiz Investment Advisory Services, LLC
N/A—10-10-100%$596———
Meramec Financial Planners, LLC
N/A—7-7-100%$513———
Fiduciary Financial Advisors
N/A—4-4-100%$273———
FWL Investment Management, LLC
N/A—3-3-100%$205———
Transamerica Financial Advisors, LLC
N/A—1-1-100%$75———
Showing 283 of 283 institutions