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SS Spdr S&P Homebldrs ETF (XHB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares1,874,904 from 1,039,419
Change+835,485 (+80%)
Value$180.0M (+$59.9M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares932,597 from 670,318
Change+262,279 (+39%)
Value$89.6M (+$12.1M)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares622,371 from 573,773
Change+48,598 (+8%)
Value$59.8M (-$6.5M)
Filed 2026-10-16
Mirae Asset Securities (USA) Inc.
INCREASED
Shares600,487 from 500,000
Change+100,487 (+20%)
Value$57.7M (-$115.2K)
Filed 2026-10-15
Natixis
DECREASED
Shares352,133 from 353,018
Change-885 (0%)
Value$33.8M (-$7.0M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares219,241 from 378,606
Change-159,365 (-42%)
Value$21.1M (-$22.7M)
Filed 2026-11-06
Meitav Investment House LTD
UNCHANGED
Shares218,326 from 218,326
Change0 (0%)
Value$21.0M (-$4.3M)
Filed 2026-10-28
Aberdeen Group plc
NEW
Shares140,804
Change+140,804
Value$1.6M
Filed 2026-11-06
Congress Asset Management Co
NEW
Shares103,832
Change+103,832
Value$103.8K
Filed 2026-10-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares91,343 from 320
Change+91,023 (+28445%)
Value$8.8M (+$8.8M)
Filed 2026-11-04
Econ Financial Services Corp
NEW
Shares69,759
Change+69,759
Value$6.7M
Filed 2026-10-19
Viewpoint Capital Management LLC
INCREASED
Shares64,804 from 52,847
Change+11,957 (+23%)
Value$6.2M (+$116.1K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares46,612 from 45,866
Change+746 (+2%)
Value$4.5M (-$824.1K)
Filed 2026-10-29
Ellis Investment Partners, LLC
DECREASED
Shares45,201 from 54,377
Change-9,176 (-17%)
Value$4.3M (-$1.9M)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares42,158 from 41,775
Change+383 (+1%)
Value$4.0M (-$779.1K)
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares39,300 from 39,300
Change0 (0%)
Value$3.8M (-$767.5K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
DECREASED
Shares34,772 from 52,024
Change-17,252 (-33%)
Value$3.3M (-$2.7M)
Filed 2026-10-28
Toth Financial Advisory Corp
INCREASED
Shares32,446 from 27,178
Change+5,268 (+19%)
Value$3.1M (-$24.9K)
Filed 2026-10-08
Bricktown Capital, LLC
UNCHANGED
Shares29,034 from 29,034
Change0 (0%)
Value$2.8M (-$567.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares24,256 from 12,843
Change+11,413 (+89%)
Value$2.3M (+$845.1K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares24,211 from 27,948
Change-3,737 (-13%)
Value$2.3M (-$904.7K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
INCREASED
Shares21,442 from 20,692
Change+750 (+4%)
Value$2.1M (-$332.1K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares20,559 from 15,760
Change+4,799 (+30%)
Value$2.0M (+$153.0K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
INCREASED
Shares18,126 from 18,083
Change+43 (+0%)
Value$1.7M (-$349.0K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
NEW
Shares15,850
Change+15,850
Value$1.5M
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,552 from 13,455
Change+97 (+1%)
Value$1.3K (-$1.6M)
Filed 2026-11-02
St. Johns Investment Management Company, LLC
DECREASED
Shares12,752 from 12,862
Change-110 (-1%)
Value$1.2M (-$261.8K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares10,943 from 10,251
Change+692 (+7%)
Value$1.1M (-$133.7K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares10,924 from 9,940
Change+984 (+10%)
Value$1.0M (-$99.6K)
Filed 2026-10-23
Sage Capital Management, LLC
INCREASED
Shares10,817 from 10,768
Change+49 (+0%)
Value$1.0M (-$205.6K)
Filed 2026-10-20
James Investment Research, Inc.
UNCHANGED
Shares10,253 from 10,253
Change0 (0%)
Value$984.6K (-$200.2K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares10,091 from 10,292
Change-201 (-2%)
Value$969.1K (-$220.3K)
Filed 2026-10-30
Chartist Inc
DECREASED
Shares9,667 from 9,785
Change-118 (-1%)
Value$928.3K (-$202.4K)
Filed 2026-11-04
Cordoba Advisory Partners LLC
DECREASED
Shares9,603 from 9,697
Change-94 (-1%)
Value$924.8K (-$195.3K)
Filed 2026-10-19
Global Financial Private Client, LLC
DECREASED
Shares9,520 from 9,581
Change-61 (-1%)
Value$914.2K (-$193.0K)
Filed 2026-10-15
Seamount Financial Group Inc
INCREASED
Shares9,466 from 9,031
Change+435 (+5%)
Value$909.0K (-$134.6K)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares9,391 from 9,024
Change+367 (+4%)
Value$871.9K (-$170.9K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares9,100 from 1,149
Change+7,951 (+692%)
Value$873.9K (+$741.1K)
Filed 2026-11-05
Guidance Capital, Inc
INCREASED
Shares9,065 from 8,614
Change+451 (+5%)
Value$948.1K (-$6.4K)
Filed 2026-11-03
Banque Pictet & CIE SA
UNCHANGED
Shares8,635 from 8,635
Change0 (0%)
Value$829.2K (-$168.6K)
Filed 2026-10-16
Bank of New York Mellon Corp
NEW
Shares8,438
Change+8,438
Value$810.2K
Filed 2026-11-05
Essential Investment Partners LLC
UNCHANGED
Shares7,820 from 7,820
Change0 (0%)
Value$751.0K (-$152.7K)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares7,611 from 8,111
Change-500 (-6%)
Value$730.9K (-$206.4K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
DECREASED
Shares7,441 from 7,491
Change-50 (-1%)
Value$714.6K (-$151.1K)
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares7,252 from 8,379
Change-1,127 (-13%)
Value$696.5K (-$213.6K)
Filed 2026-10-19
RCW Management, LLC
UNCHANGED
Shares7,233 from 7,233
Change0 (0%)
Value$694.7K (-$141.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares7,100 from 5,137
Change+1,963 (+38%)
Value$681.8K (+$88.2K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares7,001 from 7,529
Change-528 (-7%)
Value$672.3K (-$197.8K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares6,994 from 8,177
Change-1,183 (-14%)
Value$671.6K (-$273.3K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares6,945 from 6,763
Change+182 (+3%)
Value$666.9K (-$114.6K)
Filed 2026-11-06
Accel Wealth Management
INCREASED
Shares6,240 from 5,976
Change+264 (+4%)
Value$599.2K (-$91.4K)
Filed 2026-10-13
Carl P. Sherr & Co., LLC
INCREASED
Shares6,061 from 6,042
Change+19 (+0%)
Value$582.0K (-$116.2K)
Filed 2026-11-06
Investment Management Corp
INCREASED
Shares5,891 from 5,627
Change+264 (+5%)
Value$565.7K (-$84.5K)
Filed 2026-11-03
Wealth Effects LLC
INCREASED
Shares5,547 from 5,543
Change+4 (+0%)
Value$532.7K (-$107.9K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,372 from 5,319
Change+53 (+1%)
Value$514.0K (-$63.7K)
Filed 2026-10-13
Lyell Wealth Management, LP
DECREASED
Shares5,173 from 7,003
Change-1,830 (-26%)
Value$496.8K (-$312.5K)
Filed 2026-10-30
Riverbridge Partners LLC
NEW
Shares4,923
Change+4,923
Value$472.8K
Filed 2026-11-05
Berkeley, Inc
NEW
Shares4,604
Change+4,604
Value$442.1K
Filed 2026-10-20
LJI Wealth Management, LLC
NEW
Shares4,510
Change+4,510
Value$433.1K
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares4,471 from 4,470
Change+1 (+0%)
Value$429.3K (-$87.3K)
Filed 2026-11-05
Silphium Asset Management Ltd
UNCHANGED
Shares4,392 from 4,392
Change0 (0%)
Value$421.8K (-$85.8K)
Filed 2026-10-27
Thrivent Financial for Lutherans
UNCHANGED
Shares4,379 from 4,379
Change0 (0%)
Value$421 (-$505.6K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares4,274 from 4,274
Change0 (0%)
Value$410.4K (-$83.5K)
Filed 2026-10-29
Value Investment Professionals, LLC
NEW
Shares4,015
Change+4,015
Value$385.6K
Filed 2026-10-13
Financial Freedom, LLC
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$384.2K (-$78.1K)
Filed 2026-11-06
Thompson Siegel & Walmsley LLC
NEW
Shares3,957
Change+3,957
Value$380
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares3,842 from 3,459
Change+383 (+11%)
Value$368.9K (-$30.8K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares3,774 from 4,239
Change-465 (-11%)
Value$362.4K (-$127.4K)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares3,612 from 3,612
Change0 (0%)
Value$346.9K (-$70.5K)
Filed 2026-10-15
Perigon Wealth Management, LLC
NEW
Shares3,400
Change+3,400
Value$326.5K
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares3,387 from 3,482
Change-95 (-3%)
Value$325.2K (-$77.1K)
Filed 2026-10-23
Total Wealth Planning & Management, Inc.
DECREASED
Shares3,355 from 3,550
Change-195 (-5%)
Value$322.2K (-$88.1K)
Filed 2026-10-23
Ring Mountain Capital, LLC
DECREASED
Shares3,065 from 3,162
Change-97 (-3%)
Value$294.3K (-$71.1K)
Filed 2026-10-13
Perryman Financial Advisory Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$288.1K (-$58.6K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares2,857 from 2,836
Change+21 (+1%)
Value$274.3K (-$53.4K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares2,851 from 2,750
Change+101 (+4%)
Value$273.8K (-$44.0K)
Filed 2026-10-21
Old North State Wealth Management, LLC
INCREASED
Shares2,780 from 2,765
Change+15 (+1%)
Value$267.0K (-$52.6K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares2,611 from 2,602
Change+9 (+0%)
Value$250.8K (-$50.0K)
Filed 2026-11-05
Realta Investment Advisors
INCREASED
Shares2,552 from 2,052
Change+500 (+24%)
Value$245.1K (+$7.9K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares2,504 from 2,171
Change+333 (+15%)
Value$240.5K (-$10.4K)
Filed 2026-10-08
Altfest L J & Co Inc
INCREASED
Shares2,484 from 2,478
Change+6 (+0%)
Value$238.6K (-$47.8K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares2,443 from 2,405
Change+38 (+2%)
Value$246.7K (-$31.2K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares2,361 from 2,374
Change-13 (-1%)
Value$228.5K (-$38.5K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$215.1K (-$43.7K)
Filed 2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED
Shares2,153 from 2,489
Change-336 (-13%)
Value$206.8K (-$80.9K)
Filed 2026-10-28
Clearstead Advisors, LLC
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$179.1K (-$36.4K)
Filed 2026-11-06
Breakwater Investment Management
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$165.2K (-$33.6K)
Filed 2026-10-20
Register Financial Advisors LLC
DECREASED
Shares1,616 from 1,757
Change-141 (-8%)
Value$155.2K (-$47.9K)
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$144.0K (-$29.3K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$115.2K (-$23.4K)
Filed 2026-10-23
Blueline Advisors LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$107.0K (-$21.8K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$127.5K ($0)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$96.0K (-$19.5K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares904 from 902
Change+2 (+0%)
Value$86.8K (-$17.5K)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$85.7K (-$17.4K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares871 from 1,682
Change-811 (-48%)
Value$83.6K (-$110.7K)
Filed 2026-10-08
AlphaCore Capital LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$73.0K (-$14.8K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares708 from 95
Change+613 (+645%)
Value$68.0K (+$57.0K)
Filed 2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$53.3K (-$10.8K)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$49.7K (-$10.1K)
Filed 2026-10-08
Edgemoor Investment Advisors, Inc.
NEW
Shares455
Change+455
Value$43.7K
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$38.4K (-$7.8K)
Filed 2026-10-06
Private Trust Co NA
DECREASED
Shares322 from 430
Change-108 (-25%)
Value$30.9K (-$18.8K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$27.8K (-$5.7K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$25.8K (-$5.3K)
Filed 2026-11-04
Winch Advisory Services, LLC
INCREASED
Shares241 from 240
Change+1 (+0%)
Value$23.1K (-$4.6K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares230 from 208
Change+22 (+11%)
Value$22.1K (-$1.9K)
Filed 2026-10-21
Wagner Wealth Management, LLC
INCREASED
Shares218 from 217
Change+1 (+0%)
Value$20.9K (-$4.1K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$20.2K (-$4.1K)
Filed 2026-11-05
IAG Wealth Partners, LLC
NEW
Shares192
Change+192
Value$18.4K
Filed 2026-11-06
Evolution Wealth Management Inc.
DECREASED
Shares172 from 370
Change-198 (-54%)
Value$16.5K (-$26.2K)
Filed 2026-10-28
Key Capital Management, Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$15.4K (-$3.1K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$13.8K (-$2.8K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares137
Change+137
Value$13.2K
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$12.6K (-$2.6K)
Filed 2026-11-04
True Wealth Design, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$12.6K (-$2.6K)
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
NEW
Shares125
Change+125
Value$12.0K
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$12.0K (-$2.4K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares105 from 104
Change+1 (+1%)
Value$10 (-$2)
Filed 2026-10-02
Summit Securities Group LLC
NEW
Shares100
Change+100
Value$9.6K
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.6K (-$2.0K)
Filed 2026-10-19
Phillips Financial Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.1K (-$1.9K)
Filed 2026-10-19
Lanark Financial, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.9K (-$995)
Filed 2026-10-26
Russell Investments Group, Ltd.
DECREASED
Shares50 from 57
Change-7 (-12%)
Value$4.8K (-$1.8K)
Filed 2026-11-06
Beutel, Goodman & Co Ltd.
NEW
Shares39
Change+39
Value$3
Filed 2026-11-04
Peterson Wealth Management
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.4K (-$666)
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.7K (-$547)
Filed 2026-11-02
Washington Trust Advisors, Inc.
NEW
Shares22
Change+22
Value$2.2K
Filed 2026-10-22
Signature Resources Capital Management, LLC
NEW
Shares10
Change+10
Value$960
Filed 2026-10-16
MH & Associates Securities Management Corp
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$961 (-$195)
Filed 2026-10-30
Creative Capital Management Investments LLC
NEW
Shares7
Change+7
Value$672
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$480 (-$98)
Filed 2026-10-13
Country Trust Bank
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$480 (-$98)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$384 (-$78)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$192 (-$39)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$96 (-$20)
Filed 2026-10-28
Great Lakes Advisors, LLC
NEW
Shares0
Change0
Value$12
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares0
Change0
Value$21
Filed 2026-11-03
NAN Fung Trinity (HK) Ltd
CLOSED
Shares0 from 155,040
Change-155,040 (-100%)
Value$0 (-$17.9M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
CLOSED
Shares0 from 102,250
Change-102,250 (-100%)
Value$0 (-$11.8M)
Filed 2026-11-02
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 20,950
Change-20,950 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
Fulcrum Asset Management LLP
CLOSED
Shares0 from 14,152
Change-14,152 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 12,171
Change-12,171 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Aafmaa Wealth Management & Trust LLC
CLOSED
Shares0 from 10,659
Change-10,659 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Global View Capital Management LLC
CLOSED
Shares0 from 10,082
Change-10,082 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Oppenheimer & Co Inc
CLOSED
Shares0 from 4,884
Change-4,884 (-100%)
Value$0 (-$564.4K)
Filed 2026-10-26
Inscription Capital, LLC
CLOSED
Shares0 from 4,427
Change-4,427 (-100%)
Value$0 (-$511.6K)
Filed 2026-11-02
Smith Salley Wealth Management
CLOSED
Shares0 from 3,240
Change-3,240 (-100%)
Value$0 (-$374.4K)
Filed 2026-11-03
Park Avenue Securities LLC
CLOSED
Shares0 from 3,072
Change-3,072 (-100%)
Value$0 (-$355.0K)
Filed 2026-10-26
Fifth Third Securities, Inc.
CLOSED
Shares0 from 2,934
Change-2,934 (-100%)
Value$0 (-$339.1K)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 2,535
Change-2,535 (-100%)
Value$0 (-$293.0K)
Filed 2026-10-23
Sacks & Associates, LLC
CLOSED
Shares0 from 2,493
Change-2,493 (-100%)
Value$0 (-$265.1K)
Filed 2026-10-09
Aprio Wealth Management, LLC
CLOSED
Shares0 from 2,049
Change-2,049 (-100%)
Value$0 (-$236.8K)
Filed 2026-10-28
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$205)
Filed 2026-11-06
Gemmer Asset Management LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$231.1K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 1,961
Change-1,961 (-100%)
Value$0 (-$226.6K)
Filed 2026-10-14
Griffin Asset Management, Inc.
CLOSED
Shares0 from 1,947
Change-1,947 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-22
BOS Asset Management, LLC
CLOSED
Shares0 from 1,931
Change-1,931 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-09
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 916
Change-916 (-100%)
Value$0 (-$105.9K)
Filed 2026-11-03
Eastern Bank
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$34.7K)
Filed 2026-10-05
Highline Wealth Partners LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$28.9K)
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$26.4K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-13
Copeland Capital Management, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$236)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$107)
Filed 2026-10-16
Goldman Sachs Group Inc
N/A
Shares— from 2,947,133
Change-2,947,133 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,970,354
Change-1,970,354 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 984,264
Change-984,264 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 950,570
Change-950,570 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 718,219
Change-718,219 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 640,000
Change-640,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 343,929
Change-343,929 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 265,000
Change-265,000 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 226,500
Change-226,500 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 222,800
Change-222,800 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 213,280
Change-213,280 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 205,100
Change-205,100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 181,815
Change-181,815 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 174,752
Change-174,752 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 166,897
Change-166,897 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 166,554
Change-166,554 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 157,385
Change-157,385 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 151,051
Change-151,051 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 136,982
Change-136,982 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 116,171
Change-116,171 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 109,334
Change-109,334 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 87,922
Change-87,922 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 86,425
Change-86,425 (-100%)
Value—
Alden Global Capital LLC
N/A
Shares— from 80,300
Change-80,300 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 79,530
Change-79,530 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 75,736
Change-75,736 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 74,979
Change-74,979 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 74,000
Change-74,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,334
Change-67,334 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 64,461
Change-64,461 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 57,329
Change-57,329 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 56,316
Change-56,316 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 52,024
Change-52,024 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,970
Change-48,970 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,103
Change-48,103 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 44,853
Change-44,853 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 43,299
Change-43,299 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 39,705
Change-39,705 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 37,338
Change-37,338 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 37,042
Change-37,042 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 36,659
Change-36,659 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 36,630
Change-36,630 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 35,070
Change-35,070 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 28,131
Change-28,131 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 27,687
Change-27,687 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 27,312
Change-27,312 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 25,864
Change-25,864 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,381
Change-25,381 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 21,155
Change-21,155 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,149
Change-20,149 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 20,025
Change-20,025 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 19,499
Change-19,499 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 18,680
Change-18,680 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 17,669
Change-17,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,533
Change-17,533 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,799
Change-16,799 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,291
Change-13,291 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 12,577
Change-12,577 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 12,342
Change-12,342 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,319
Change-11,319 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,652
Change-7,652 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,302
Change-5,302 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 900
Change-900 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 839
Change-839 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 750
Change-750 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 540
Change-540 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 438
Change-438 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 411
Change-411 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 240
Change-240 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 74
Change-74 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 43
Change-43 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 40
Change-40 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 30
Change-30 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Citigroup Inc
INCREASED1,874,9041,039,419+835,485+80%$120.1M$180.0M+$59.9M2026-11-04
Barclays PLC
INCREASED932,597670,318+262,279+39%$77.5M$89.6M+$12.1M2026-11-06
Annex Advisory Services, LLC
INCREASED622,371573,773+48,598+8%$66.3M$59.8M-$6.5M2026-10-16
Mirae Asset Securities (USA) Inc.
INCREASED600,487500,000+100,487+20%$57.8M$57.7M-$115.2K2026-10-15
Natixis
DECREASED352,133353,018-8850%$40.8M$33.8M-$7.0M2026-11-06
LPL Financial LLC
DECREASED219,241378,606-159,365-42%$43.8M$21.1M-$22.7M2026-11-06
Meitav Investment House LTD
UNCHANGED218,326218,32600%$25.2M$21.0M-$4.3M2026-10-28
Aberdeen Group plc
NEW140,804—+140,804——$1.6M—2026-11-06
Congress Asset Management Co
NEW103,832—+103,832——$103.8K—2026-10-06
Allspring Global Investments Holdings, LLC
INCREASED91,343320+91,023+28445%$36.0K$8.8M+$8.8M2026-11-04
Econ Financial Services Corp
NEW69,759—+69,759——$6.7M—2026-10-19
Viewpoint Capital Management LLC
INCREASED64,80452,847+11,957+23%$6.1M$6.2M+$116.1K2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED46,61245,866+746+2%$5.3M$4.5M-$824.1K2026-10-29
Ellis Investment Partners, LLC
DECREASED45,20154,377-9,176-17%$6.3M$4.3M-$1.9M2026-10-21
North Star Investment Management Corp.
INCREASED42,15841,775+383+1%$4.8M$4.0M-$779.1K2026-10-27
Mountain Hill Investment Partners Corp.
UNCHANGED39,30039,30000%$4.5M$3.8M-$767.5K2026-10-23
Exchange Traded Concepts, LLC
DECREASED34,77252,024-17,252-33%$6.0M$3.3M-$2.7M2026-10-28
Toth Financial Advisory Corp
INCREASED32,44627,178+5,268+19%$3.1M$3.1M-$24.9K2026-10-08
Bricktown Capital, LLC
UNCHANGED29,03429,03400%$3.4M$2.8M-$567.0K2026-10-13
Commonwealth Equity Services, LLC
INCREASED24,25612,843+11,413+89%$1.5M$2.3M+$845.1K2026-11-02
PNC Financial Services Group, Inc.
DECREASED24,21127,948-3,737-13%$3.2M$2.3M-$904.7K2026-11-06
Institute for Wealth Management, Llc.
INCREASED21,44220,692+750+4%$2.4M$2.1M-$332.1K2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED20,55915,760+4,799+30%$1.8M$2.0M+$153.0K2026-11-05
Gerald Baker Financial Group LLC
INCREASED18,12618,083+43+0%$2.1M$1.7M-$349.0K2026-10-09
EverSource Wealth Advisors, LLC
NEW15,850—+15,850——$1.5M—2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED13,55213,455+97+1%$1.6M$1.3K-$1.6M2026-11-02
St. Johns Investment Management Company, LLC
DECREASED12,75212,862-110-1%$1.5M$1.2M-$261.8K2026-10-30
Creative Planning
INCREASED10,94310,251+692+7%$1.2M$1.1M-$133.7K2026-11-02
Sigma Planning Corp
INCREASED10,9249,940+984+10%$1.1M$1.0M-$99.6K2026-10-23
Sage Capital Management, LLC
INCREASED10,81710,768+49+0%$1.2M$1.0M-$205.6K2026-10-20
James Investment Research, Inc.
UNCHANGED10,25310,25300%$1.2M$984.6K-$200.2K2026-10-22
Truist Financial Corp
DECREASED10,09110,292-201-2%$1.2M$969.1K-$220.3K2026-10-30
Chartist Inc
DECREASED9,6679,785-118-1%$1.1M$928.3K-$202.4K2026-11-04
Cordoba Advisory Partners LLC
DECREASED9,6039,697-94-1%$1.1M$924.8K-$195.3K2026-10-19
Global Financial Private Client, LLC
DECREASED9,5209,581-61-1%$1.1M$914.2K-$193.0K2026-10-15
Seamount Financial Group Inc
INCREASED9,4669,031+435+5%$1.0M$909.0K-$134.6K2026-10-21
AdvisorNet Financial, Inc
INCREASED9,3919,024+367+4%$1.0M$871.9K-$170.9K2026-10-15
Fifth Third Bancorp
INCREASED9,1001,149+7,951+692%$132.8K$873.9K+$741.1K2026-11-05
Guidance Capital, Inc
INCREASED9,0658,614+451+5%$954.4K$948.1K-$6.4K2026-11-03
Banque Pictet & CIE SA
UNCHANGED8,6358,63500%$997.9K$829.2K-$168.6K2026-10-16
Bank of New York Mellon Corp
NEW8,438—+8,438——$810.2K—2026-11-05
Essential Investment Partners LLC
UNCHANGED7,8207,82000%$903.7K$751.0K-$152.7K2026-10-27
Pinnacle Associates LTD
DECREASED7,6118,111-500-6%$937.3K$730.9K-$206.4K2026-10-20
Opal Wealth Advisors, LLC
DECREASED7,4417,491-50-1%$865.7K$714.6K-$151.1K2026-10-16
Capital Square, LLC
DECREASED7,2528,379-1,127-13%$910.1K$696.5K-$213.6K2026-10-19
RCW Management, LLC
UNCHANGED7,2337,23300%$835.9K$694.7K-$141.2K2026-10-30
Kestra Advisory Services, LLC
INCREASED7,1005,137+1,963+38%$593.7K$681.8K+$88.2K2026-11-02
Means Investment Co., Inc.
DECREASED7,0017,529-528-7%$870.0K$672.3K-$197.8K2026-11-03
Integrated Advisors Network LLC
DECREASED6,9948,177-1,183-14%$944.9K$671.6K-$273.3K2026-10-20
Merit Financial Group, LLC
INCREASED6,9456,763+182+3%$781.5K$666.9K-$114.6K2026-11-06
Accel Wealth Management
INCREASED6,2405,976+264+4%$690.6K$599.2K-$91.4K2026-10-13
Carl P. Sherr & Co., LLC
INCREASED6,0616,042+19+0%$698.2K$582.0K-$116.2K2026-11-06
Investment Management Corp
INCREASED5,8915,627+264+5%$650.2K$565.7K-$84.5K2026-11-03
Wealth Effects LLC
INCREASED5,5475,543+4+0%$640.6K$532.7K-$107.9K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED5,3725,319+53+1%$577.7K$514.0K-$63.7K2026-10-13
Lyell Wealth Management, LP
DECREASED5,1737,003-1,830-26%$809.3K$496.8K-$312.5K2026-10-30
Riverbridge Partners LLC
NEW4,923—+4,923——$472.8K—2026-11-05
Berkeley, Inc
NEW4,604—+4,604——$442.1K—2026-10-20
LJI Wealth Management, LLC
NEW4,510—+4,510——$433.1K—2026-10-28
Jacobi Capital Management LLC
INCREASED4,4714,470+1+0%$516.6K$429.3K-$87.3K2026-11-05
Silphium Asset Management Ltd
UNCHANGED4,3924,39200%$507.5K$421.8K-$85.8K2026-10-27
Thrivent Financial for Lutherans
UNCHANGED4,3794,37900%$506.0K$421-$505.6K2026-11-05
Montag A & Associates Inc
UNCHANGED4,2744,27400%$493.9K$410.4K-$83.5K2026-10-29
Value Investment Professionals, LLC
NEW4,015—+4,015——$385.6K—2026-10-13
Financial Freedom, LLC
UNCHANGED4,0014,00100%$462.4K$384.2K-$78.1K2026-11-06
Thompson Siegel & Walmsley LLC
NEW3,957—+3,957——$380—2026-11-05
HB Wealth Management, LLC
INCREASED3,8423,459+383+11%$399.7K$368.9K-$30.8K2026-10-23
Spire Wealth Management
DECREASED3,7744,239-465-11%$489.9K$362.4K-$127.4K2026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED3,6123,61200%$417.4K$346.9K-$70.5K2026-10-15
Perigon Wealth Management, LLC
NEW3,400—+3,400——$326.5K—2026-10-22
Apollon Wealth Management, LLC
DECREASED3,3873,482-95-3%$402.4K$325.2K-$77.1K2026-10-23
Total Wealth Planning & Management, Inc.
DECREASED3,3553,550-195-5%$410.2K$322.2K-$88.1K2026-10-23
Ring Mountain Capital, LLC
DECREASED3,0653,162-97-3%$365.4K$294.3K-$71.1K2026-10-13
Perryman Financial Advisory Inc
UNCHANGED3,0003,00000%$346.7K$288.1K-$58.6K2026-10-16
Independent Financial Group, LLC
INCREASED2,8572,836+21+1%$327.7K$274.3K-$53.4K2026-10-13
Magnus Financial Group LLC
INCREASED2,8512,750+101+4%$317.8K$273.8K-$44.0K2026-10-21
Old North State Wealth Management, LLC
INCREASED2,7802,765+15+1%$319.6K$267.0K-$52.6K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED2,6112,602+9+0%$300.7K$250.8K-$50.0K2026-11-05
Realta Investment Advisors
INCREASED2,5522,052+500+24%$237.1K$245.1K+$7.9K2026-10-14
Farther Finance Advisors, LLC
INCREASED2,5042,171+333+15%$250.9K$240.5K-$10.4K2026-10-08
Altfest L J & Co Inc
INCREASED2,4842,478+6+0%$286.3K$238.6K-$47.8K2026-10-27
Prospera Financial Services Inc
INCREASED2,4432,405+38+2%$277.9K$246.7K-$31.2K2026-11-04
TD Waterhouse Canada Inc.
DECREASED2,3612,374-13-1%$267.0K$228.5K-$38.5K2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED2,2402,24000%$258.9K$215.1K-$43.7K2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED2,1532,489-336-13%$287.6K$206.8K-$80.9K2026-10-28
Clearstead Advisors, LLC
UNCHANGED1,8651,86500%$215.5K$179.1K-$36.4K2026-11-06
Breakwater Investment Management
UNCHANGED1,7201,72000%$198.8K$165.2K-$33.6K2026-10-20
Register Financial Advisors LLC
DECREASED1,6161,757-141-8%$203.0K$155.2K-$47.9K2026-10-23
Manchester Capital Management LLC
UNCHANGED1,5001,50000%$173.3K$144.0K-$29.3K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED1,2001,20000%$138.7K$115.2K-$23.4K2026-10-23
Blueline Advisors LLC
UNCHANGED1,1141,11400%$128.7K$107.0K-$21.8K2026-10-15
Allworth Financial LP
UNCHANGED1,1041,10400%$127.5K$127.5K$02026-11-06
UMB Bank, n.a.
UNCHANGED1,0001,00000%$115.6K$96.0K-$19.5K2026-11-06
Parallel Advisors, LLC
INCREASED904902+2+0%$104.3K$86.8K-$17.5K2026-11-03
Larson Financial Group LLC
UNCHANGED89289200%$103.1K$85.7K-$17.4K2026-11-05
CoreCap Advisors, LLC
DECREASED8711,682-811-48%$194.4K$83.6K-$110.7K2026-10-08
AlphaCore Capital LLC
UNCHANGED76076000%$87.8K$73.0K-$14.8K2026-11-04
Rossby Financial, LCC
INCREASED70895+613+645%$11.0K$68.0K+$57.0K2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED55555500%$64.1K$53.3K-$10.8K2026-11-03
Gamma Investing LLC
UNCHANGED51851800%$59.9K$49.7K-$10.1K2026-10-08
Edgemoor Investment Advisors, Inc.
NEW455—+455——$43.7K—2026-11-03
Bangor Savings Bank
UNCHANGED40040000%$46.2K$38.4K-$7.8K2026-10-06
Private Trust Co NA
DECREASED322430-108-25%$49.7K$30.9K-$18.8K2026-10-20
Physician Wealth Advisors, Inc.
UNCHANGED29029000%$33.5K$27.8K-$5.7K2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED26926900%$31.1K$25.8K-$5.3K2026-11-04
Winch Advisory Services, LLC
INCREASED241240+1+0%$27.7K$23.1K-$4.6K2026-11-06
Assetmark, Inc
INCREASED230208+22+11%$24.0K$22.1K-$1.9K2026-10-21
Wagner Wealth Management, LLC
INCREASED218217+1+0%$25.1K$20.9K-$4.1K2026-10-21
US Bancorp \de\
UNCHANGED21021000%$24.3K$20.2K-$4.1K2026-11-05
IAG Wealth Partners, LLC
NEW192—+192——$18.4K—2026-11-06
Evolution Wealth Management Inc.
DECREASED172370-198-54%$42.8K$16.5K-$26.2K2026-10-28
Key Capital Management, Inc
UNCHANGED16016000%$18.5K$15.4K-$3.1K2026-11-03
Financial Perspectives, Inc
UNCHANGED14414400%$16.6K$13.8K-$2.8K2026-11-03
Next Level Wealth Planning, LLC
NEW137—+137——$13.2K—2026-10-29
Creative Financial Designs Inc
UNCHANGED13113100%$15.1K$12.6K-$2.6K2026-11-04
True Wealth Design, LLC
UNCHANGED13113100%$15.1K$12.6K-$2.6K2026-10-13
Smallwood Wealth Investment Management, LLC
NEW125—+125——$12.0K—2026-10-30
IFP Advisors, Inc
UNCHANGED12512500%$14.4K$12.0K-$2.4K2026-10-16
CX Institutional
INCREASED105104+1+1%$12$10-$22026-10-02
Summit Securities Group LLC
NEW100—+100——$9.6K—2026-11-05
City Holding Co
UNCHANGED10010000%$11.6K$9.6K-$2.0K2026-10-19
Phillips Financial Management, LLC
UNCHANGED959500%$11.0K$9.1K-$1.9K2026-10-19
Lanark Financial, Inc.
UNCHANGED515100%$5.9K$4.9K-$9952026-10-26
Russell Investments Group, Ltd.
DECREASED5057-7-12%$6.6K$4.8K-$1.8K2026-11-06
Beutel, Goodman & Co Ltd.
NEW39—+39——$3—2026-11-04
Peterson Wealth Management
UNCHANGED353500%$4.1K$3.4K-$6662026-11-06
Quest 10 Wealth Builders, Inc.
UNCHANGED282800%$3.2K$2.7K-$5472026-11-02
Washington Trust Advisors, Inc.
NEW22—+22——$2.2K—2026-10-22
Signature Resources Capital Management, LLC
NEW10—+10——$960—2026-10-16
MH & Associates Securities Management Corp
UNCHANGED101000%$1.2K$961-$1952026-10-30
Creative Capital Management Investments LLC
NEW7—+7——$672—2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED5500%$578$480-$982026-10-13
Country Trust Bank
UNCHANGED5500%$578$480-$982026-10-30
Triumph Capital Management
UNCHANGED4400%$462$384-$782026-10-14
Golden State Wealth Management, LLC
UNCHANGED2200%$231$192-$392026-11-02
Main Street Group, LTD
UNCHANGED1100%$116$96-$202026-10-28
Great Lakes Advisors, LLC
NEW0—0——$12—2026-11-06
Ascentis Independent Advisors
NEW0—0——$21—2026-11-03
NAN Fung Trinity (HK) Ltd
CLOSED0155,040-155,040-100%$17.9M$0-$17.9M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
CLOSED0102,250-102,250-100%$11.8M$0-$11.8M2026-11-02
Primoris Wealth Advisors, LLC
CLOSED020,950-20,950-100%$2.4M$0-$2.4M2026-10-28
Fulcrum Asset Management LLP
CLOSED014,152-14,152-100%$1.6M$0-$1.6M2026-11-04
Imc-Chicago, LLC
CLOSED012,171-12,171-100%$1.4M$0-$1.4M2026-11-05
Aafmaa Wealth Management & Trust LLC
CLOSED010,659-10,659-100%$1.2M$0-$1.2M2026-10-14
Global View Capital Management LLC
CLOSED010,082-10,082-100%$1.2M$0-$1.2M2026-10-28
Oppenheimer & Co Inc
CLOSED04,884-4,884-100%$564.4K$0-$564.4K2026-10-26
Inscription Capital, LLC
CLOSED04,427-4,427-100%$511.6K$0-$511.6K2026-11-02
Smith Salley Wealth Management
CLOSED03,240-3,240-100%$374.4K$0-$374.4K2026-11-03
Park Avenue Securities LLC
CLOSED03,072-3,072-100%$355.0K$0-$355.0K2026-10-26
Fifth Third Securities, Inc.
CLOSED02,934-2,934-100%$339.1K$0-$339.1K2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
CLOSED02,535-2,535-100%$293.0K$0-$293.0K2026-10-23
Sacks & Associates, LLC
CLOSED02,493-2,493-100%$265.1K$0-$265.1K2026-10-09
Aprio Wealth Management, LLC
CLOSED02,049-2,049-100%$236.8K$0-$236.8K2026-10-28
Strategic Wealth Advisors LLC
CLOSED02,000-2,000-100%$205$0-$2052026-11-06
Gemmer Asset Management LLC
CLOSED02,000-2,000-100%$231.1K$0-$231.1K2026-10-16
Patriot Financial Group Insurance Agency, LLC
CLOSED01,961-1,961-100%$226.6K$0-$226.6K2026-10-14
Griffin Asset Management, Inc.
CLOSED01,947-1,947-100%$225.0K$0-$225.0K2026-10-22
BOS Asset Management, LLC
CLOSED01,931-1,931-100%$223.1K$0-$223.1K2026-10-09
Ascentis Wealth Management, LLC
CLOSED0916-916-100%$105.9K$0-$105.9K2026-11-03
Eastern Bank
CLOSED0300-300-100%$34.7K$0-$34.7K2026-10-05
Highline Wealth Partners LLC
CLOSED0250-250-100%$28.9K$0-$28.9K2026-10-19
MCF Advisors LLC
CLOSED0229-229-100%$26.4K$0-$26.4K2026-10-28
International Assets Investment Management, LLC
CLOSED064-64-100%$7.2K$0-$7.2K2026-11-02
Cape Investment Advisory, Inc.
CLOSED048-48-100%$5.5K$0-$5.5K2026-10-13
Copeland Capital Management, LLC
CLOSED040-40-100%$4.6K$0-$4.6K2026-10-13
LifeSteps Financial, Inc.
CLOSED010-10-100%$1.2K$0-$1.2K2026-10-15
Tucker Asset Management LLC
CLOSED02-2-100%$236$0-$2362026-10-29
Cornerstone Planning Group LLC
CLOSED01-1-100%$107$0-$1072026-10-16
Goldman Sachs Group Inc
N/A—2,947,133-2,947,133-100%$340.6M———
Morgan Stanley
N/A—1,970,354-1,970,354-100%$227.7M———
BNP Paribas Financial Markets
N/A—984,264-984,264-100%$113.7M———
GTS Securities LLC
N/A—950,570-950,570-100%$109.8M———
Bank of America Corp
N/A—718,219-718,219-100%$83.0M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—640,000-640,000-100%$74.0M———
JPMorgan Chase & Co
N/A—343,929-343,929-100%$39.7M———
Blackstone Inc.
N/A—265,000-265,000-100%$30.6M———
Graham Capital Management, L.P.
N/A—226,500-226,500-100%$26.2M———
Marshall Wace, LLP
N/A—222,800-222,800-100%$25.7M———
Bank of Montreal
N/A—213,280-213,280-100%$24.6M———
Raymond James Financial Inc
N/A—205,100-205,100-100%$23.7M———
UBS Group AG
N/A—181,815-181,815-100%$21.0M———
Foundations Investment Advisors, LLC
N/A—174,752-174,752-100%$20.2M———
Passaic Partners LLC
N/A—166,897-166,897-100%$19.3M———
Caption Management, LLC
N/A—166,554-166,554-100%$19.2M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—157,385-157,385-100%$18.2M———
Royal Bank of Canada
N/A—151,051-151,051-100%$17.5M———
Greenland Capital Management LP
N/A—150,000-150,000-100%$17.3M———
BlackRock, Inc.
N/A—136,982-136,982-100%$15.8M———
Schonfeld Strategic Advisors LLC
N/A—116,171-116,171-100%$13.4M———
Wells Fargo & Company
N/A—109,334-109,334-100%$12.6M———
Jane Street Group, LLC
N/A—87,922-87,922-100%$10.2M———
University of Illinois Foundation
N/A—86,425-86,425-100%$10.0M———
Alden Global Capital LLC
N/A—80,300-80,300-100%$9.3M———
Susquehanna International Group, LLP
N/A—79,530-79,530-100%$9.2M———
SummitTX Capital, L.P.
N/A—75,736-75,736-100%$8.8M———
Myda Advisors LLC
N/A—75,000-75,000-100%$8.7M———
Scopus Asset Management, L.P.
N/A—75,000-75,000-100%$8.7M———
Envestnet Asset Management Inc
N/A—74,979-74,979-100%$8.7M———
K.J. Harrison & Partners Inc
N/A—74,000-74,000-100%$8.6M———
Cetera Investment Advisers
N/A—67,334-67,334-100%$7.8M———
Tidal Investments LLC
N/A—64,461-64,461-100%$7.4M———
Millennium Management LLC
N/A—57,329-57,329-100%$6.6M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—56,316-56,316-100%$6.5M———
Horizon Investments, LLC
N/A—52,024-52,024-100%$6.0M———
Osaic Holdings, Inc.
N/A—48,970-48,970-100%$5.7M———
Citadel Advisors LLC
N/A—48,103-48,103-100%$5.6M———
Capital Fund Management S.A.
N/A—44,853-44,853-100%$5.2M———
Point72 Asset Management, L.P.
N/A—43,299-43,299-100%$5.0M———
J. Goldman & Co LP
N/A—39,705-39,705-100%$4.6M———
Ameriprise Financial Inc
N/A—37,338-37,338-100%$4.3M———
IHT Wealth Management, LLC
N/A—37,042-37,042-100%$4.3M———
Balyasny Asset Management L.P.
N/A—36,659-36,659-100%$4.2M———
Tower Research Capital LLC (TRC)
N/A—36,630-36,630-100%$4.2M———
Harbour Investments, Inc.
N/A—35,070-35,070-100%$4.1M———
Stifel Financial Corp
N/A—28,131-28,131-100%$3.3M———
Palumbo Wealth Management LLC
N/A—27,687-27,687-100%$3.2M———
Tudor Investment Corp ET AL
N/A—27,312-27,312-100%$3.2M———
Centaurus Financial, Inc.
N/A—25,864-25,864-100%$3.0M———
MML Investors Services, LLC
N/A—25,381-25,381-100%$2.9M———
SG Americas Securities, LLC
N/A—21,155-21,155-100%$2.4M———
XTX Topco Ltd
N/A—20,149-20,149-100%$2.3M———
Summit Financial, LLC
N/A—20,025-20,025-100%$2.3M———
Choate Investment Advisors
N/A—19,499-19,499-100%$2.3M———
Schroder Investment Management Group
N/A—18,680-18,680-100%$2.2M———
Two Sigma Securities, LLC
N/A—17,838-17,838-100%$2.1M———
Hilltop Holdings Inc.
N/A—17,669-17,669-100%$2.0M———
Advisory Services Network, LLC
N/A—17,533-17,533-100%$2.0M———
HRT Financial LP
N/A—16,799-16,799-100%$1.9M———
Jones Financial Companies Lllp
N/A—14,776-14,776-100%$1.7M———
Discovery Capital Management, LLC / CT
N/A—14,100-14,100-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—13,291-13,291-100%$1.5M———
Itau Unibanco Holding S.A.
N/A—12,577-12,577-100%$1.3M———
Prostatis Group LLC
N/A—12,342-12,342-100%$1.4M———
Baird Financial Group, Inc.
N/A—11,319-11,319-100%$1.3M———
Geneos Wealth Management Inc.
N/A—10,735-10,735-100%$1.2M———
LMR Partners LLP
N/A—10,400-10,400-100%$1.2M———
Clark Capital Management Group, Inc.
N/A—10,186-10,186-100%$1.2M———
Parallax Volatility Advisers, L.P.
N/A—9,548-9,548-100%$1.1M———
Garrison Point Advisors, LLC
N/A—9,470-9,470-100%$1.1M———
Northstar Financial Companies, Inc.
N/A—9,215-9,215-100%$1.1M———
Mariner, LLC
N/A—8,794-8,794-100%$1.0M———
HighTower Advisors, LLC
N/A—8,281-8,281-100%$956.9K———
FMR LLC
N/A—8,228-8,228-100%$950.8K———
Keating Financial Advisory Services, Inc.
N/A—7,887-7,887-100%$911.4K———
Headlands Technologies LLC
N/A—7,652-7,652-100%$884.3K———
Janney Montgomery Scott LLC
N/A—7,316-7,316-100%$845.0K———
AQR Capital Management LLC
N/A—7,210-7,210-100%$833.2K———
Private Advisor Group, LLC
N/A—6,816-6,816-100%$787.6K———
Wealthspire Advisors, LLC
N/A—6,702-6,702-100%$774.5K———
Freestone Capital Holdings, LLC
N/A—6,518-6,518-100%$753.2K———
Flow Traders U.S. LLC
N/A—6,389-6,389-100%$738.0K———
Smith, Moore & Co.
N/A—6,102-6,102-100%$705.2K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—6,000-6,000-100%$693.4K———
MidFirst Bank
N/A—5,997-5,997-100%$693.0K———
Calton & Associates, Inc.
N/A—5,639-5,639-100%$651.6K———
Benjamin Edwards Inc
N/A—5,549-5,549-100%$641.4K———
Wealthfront Advisers LLC
N/A—5,519-5,519-100%$637.8K———
Mutual Advisors, LLC
N/A—5,302-5,302-100%$612.7K———
Generation Capital Management LLC
N/A—5,000-5,000-100%$577.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,647-4,647-100%$537.0K———
Twin Tree Management, LP
N/A—4,638-4,638-100%$536.0K———
Rockefeller Capital Management L.P.
N/A—4,621-4,621-100%$534.1K———
Arkadios Wealth Advisors
N/A—4,600-4,600-100%$531.6K———
Advisors Preferred, LLC
N/A—4,500-4,500-100%$506.5K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—4,253-4,253-100%$491.7K———
Steward Partners Investment Advisory, LLC
N/A—4,204-4,204-100%$485.8K———
Northwestern Mutual Wealth Management Co
N/A—4,083-4,083-100%$471.9K———
CIBC Bancorp USA Inc.
N/A—4,000-4,000-100%$462.2K———
Neuberger Berman Group LLC
N/A—4,000-4,000-100%$462.2K———
Rothschild Investment LLC
N/A—4,000-4,000-100%$462.2K———
Menora Mivtachim Holdings Ltd.
N/A—4,000-4,000-100%$462.2K———
Centiva Capital, LP
N/A—3,930-3,930-100%$454.2K———
Madden Advisory Services, Inc.
N/A—3,861-3,861-100%$446.2K———
Johnson Investment Counsel Inc
N/A—3,842-3,842-100%$444.0K———
Kingsview Wealth Management, LLC
N/A—3,704-3,704-100%$428.0K———
Navis Wealth Advisors, LLC
N/A—3,684-3,684-100%$425.7K———
Cerity Partners LLC
N/A—3,666-3,666-100%$423.8K———
Pacific SUN Financial Corp
N/A—3,578-3,578-100%$413.5K———
Byrne Financial Freedom, LLC
N/A—3,461-3,461-100%$400.0K———
Focus Partners Wealth
N/A—3,443-3,443-100%$398.0K———
Arax Advisory Partners
N/A—3,344-3,344-100%$386.4K———
Moneta Group Investment Advisors LLC
N/A—3,275-3,275-100%$378.4K———
Maridea Wealth Management LLC
N/A—3,256-3,256-100%$376.3K———
Beacon Pointe Advisors, LLC
N/A—3,146-3,146-100%$363.6K———
Stratos Wealth Partners, Ltd.
N/A—3,144-3,144-100%$363.3K———
Peak6 LLC
N/A—3,043-3,043-100%$351.6K———
Phoenix Financial Ltd.
N/A—3,016-3,016-100%$348.5K———
MOR Wealth Management, LLC
N/A—2,896-2,896-100%$334.7K———
Maxele Advisors, LLC
N/A—2,870-2,870-100%$331.7K———
HSBC Holdings PLC
N/A—2,809-2,809-100%$324.9K———
Brown Advisory Inc
N/A—2,787-2,787-100%$322.1K———
Marex Group Ltd
N/A—2,657-2,657-100%$307.0K———
FLP Wealth Management, LLC
N/A—2,619-2,619-100%$302.7K———
CIBC World Market Inc.
N/A—2,574-2,574-100%$297.5K———
Mercer Global Advisors Inc
N/A—2,388-2,388-100%$275.9K———
BFC Planning, Inc.
N/A—2,381-2,381-100%$275.2K———
Operose Advisors LLC
N/A—2,353-2,353-100%$271.9K———
DV Trading LLC
N/A—2,300-2,300-100%$265.8K———
HighPoint Advisor Group LLC
N/A—2,231-2,231-100%$257.8K———
Belpointe Asset Management LLC
N/A—2,115-2,115-100%$244.4K———
Fortis Capital Advisors, LLC
N/A—2,115-2,115-100%$244.4K———
Trexquant Investment LP
N/A—2,056-2,056-100%$237.6K———
Verition Fund Management LLC
N/A—2,009-2,009-100%$232.2K———
Independent Advisor Alliance
N/A—2,000-2,000-100%$231.1K———
Equitable Holdings, Inc.
N/A—1,955-1,955-100%$226.0K———
Manhattan West Asset Management, LLC
N/A—1,932-1,932-100%$223.3K———
Clarity Financial LLC
N/A—1,917-1,917-100%$221.5K———
Beaton Management Co. Inc.
N/A—1,900-1,900-100%$220.0K———
Pathstone Holdings, LLC
N/A—1,863-1,863-100%$215.3K———
Ameritas Advisory Services, LLC
N/A—1,841-1,841-100%$212.7K———
Fiduciary Financial Advisors
N/A—1,692-1,692-100%$195.3K———
Field & Main Bank
N/A—1,680-1,680-100%$194.1K———
PIN OAK Investment Advisors Inc
N/A—1,650-1,650-100%$191.0K———
National Bank of Canada
N/A—1,346-1,346-100%$155.5K———
Blair William & Co
N/A—1,332-1,332-100%$153.9K———
IFG Advisory, LLC
N/A—1,152-1,152-100%$133.1K———
Glenmede Trust Co NA
N/A—900-900-100%$104.0K———
UBS Asset Management Americas LLC
N/A—873-873-100%$100.9K———
Bernard Wealth Management Corp.
N/A—839-839-100%$97.0K———
Raffa Wealth Management, LLC
N/A—839-839-100%$97.0K———
Whittier Trust Co
N/A—750-750-100%$83.5K———
Global Retirement Partners, LLC
N/A—614-614-100%$71.0K———
ST Germain D J Co Inc
N/A—540-540-100%$62.4K———
Financial Life Planners
N/A—438-438-100%$50.6K———
Macquarie Group LTD
N/A—411-411-100%$47.5K———
Strive Financial Group,LLC
N/A—300-300-100%$34.7K———
FAS Wealth Partners, Inc.
N/A—250-250-100%$28.9K———
Copia Wealth Management
N/A—240-240-100%$27.7K———
NewEdge Advisors, LLC
N/A—215-215-100%$24.8K———
O'shaughnessy Asset Management, LLC
N/A—200-200-100%$23.1K———
Atomic Invest LLC
N/A—155-155-100%$17.9K———
AE Wealth Management LLC
N/A—153-153-100%$17.7K———
Founders Financial Alliance, LLC
N/A—144-144-100%$16.7K———
Ancora Advisors LLCA
N/A—74-74-100%$8.6K———
Bogart Wealth, LLC
N/A—66-66-100%$7.6K———
Atlantic Union Bankshares Corp
N/A—43-43-100%$5.0K———
Federation des caisses Desjardins du Quebec
N/A—40-40-100%$4.6K———
Cypress Capital Management LLC (WY)
N/A—30-30-100%$3.5K———
Continuum Advisory, LLC
N/A—25-25-100%$2.9K———
Howe & Rusling Inc
N/A—25-25-100%$2.9K———
Capital Advisor Network LLC
N/A—12-12-100%$1.4K———
Caldwell Sutter Capital, Inc.
N/A—7-7-100%$809———
Freestone Grove Partners LP
N/A—4-4-100%$462———
Aptus Capital Advisors, LLC
N/A—3-3-100%$347———
Measured Wealth Private Client Group, LLC
N/A—00—$13———
Showing 345 of 345 institutions