SS Spdr S&P OG EXP & Prod (XOP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Citigroup Inc

INCREASED

Shares2,766,584 from 2,322,574

Change+444,010 (+19%)

Value$496.1M (+$137.9M)

Filed 2026-11-04

Vanderbilt University

INCREASED

Shares733,095 from 730,070

Change+3,025 (+0%)

Value$131.5M (+$18.8M)

Filed 2026-11-02

Mirae Asset Securities (USA) Inc.

NEW

Shares650,000

Change+650,000

Value$116.6M

Filed 2026-10-15

Temasek Holdings (Private) Ltd

NEW

Shares308,892

Change+308,892

Value$55.4M

Filed 2026-10-28

Bank Pictet & Cie (Europe) AG

UNCHANGED

Shares86,875 from 86,875

Change0 (0%)

Value$15.6M (+$2.2M)

Filed 2026-10-20

Fourpath Capital Management, LLC

INCREASED

Shares54,807 from 53,669

Change+1,138 (+2%)

Value$9.8M (+$1.5M)

Filed 2026-10-19

TD Waterhouse Canada Inc.

INCREASED

Shares50,870 from 50,309

Change+561 (+1%)

Value$9.4M (+$1.6M)

Filed 2026-10-16

Skylands Capital, LLC

DECREASED

Shares41,435 from 43,885

Change-2,450 (-6%)

Value$7.4M (+$660.8K)

Filed 2026-10-21

Kestra Advisory Services, LLC

DECREASED

Shares34,643 from 37,839

Change-3,196 (-8%)

Value$6.2M (+$375.6K)

Filed 2026-11-02

Carrera Capital Advisors

DECREASED

Shares31,092 from 31,492

Change-400 (-1%)

Value$5.6M (+$717.8K)

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

INCREASED

Shares25,127 from 24,213

Change+914 (+4%)

Value$4.5M (+$770.9K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares24,985 from 33,907

Change-8,922 (-26%)

Value$4.5K (-$5.2M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares23,984 from 55,357

Change-31,373 (-57%)

Value$4.3M (-$4.2M)

Filed 2026-11-02

Stapp Wealth Management, Pllc

INCREASED

Shares23,543 from 23,425

Change+118 (+1%)

Value$4.2M (+$608.4K)

Filed 2026-10-15

Abbington Investment Group

DECREASED

Shares22,232 from 22,283

Change-51 (0%)

Value$4.0M (+$549.7K)

Filed 2026-11-03

Client First Capital LLC

NEW

Shares20,476

Change+20,476

Value$3.7M

Filed 2026-10-22

One Plus One Wealth Management, LLC

DECREASED

Shares18,334 from 18,439

Change-105 (-1%)

Value$3.3M (+$443.4K)

Filed 2026-10-16

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares17,660 from 8,334

Change+9,326 (+112%)

Value$3.2M (+$1.9M)

Filed 2026-10-16

Acima Private Wealth, LLC

UNCHANGED

Shares17,313 from 17,313

Change0 (0%)

Value$3.1M (+$434.0K)

Filed 2026-10-05

Cannon Advisors, Inc.

NEW

Shares16,411

Change+16,411

Value$3.3M

Filed 2026-10-14

Truist Financial Corp

INCREASED

Shares15,478 from 14,804

Change+674 (+5%)

Value$2.8M (+$492.1K)

Filed 2026-10-30

Walser Wealth Management Company, A Ltd Liability Co

NEW

Shares14,913

Change+14,913

Value$2.7M

Filed 2026-10-15

W.G. Shaheen & Associates DBA Whitney & Co

DECREASED

Shares14,657 from 55,941

Change-41,284 (-74%)

Value$2.6M (-$6.0M)

Filed 2026-11-03

Anson Capital, Inc.

INCREASED

Shares14,192 from 12,258

Change+1,934 (+16%)

Value$2.5M (+$654.2K)

Filed 2026-10-23

Pekin Hardy Strauss, Inc.

INCREASED

Shares14,102 from 13,912

Change+190 (+1%)

Value$2.5M (+$382.9K)

Filed 2026-11-02

MGO One Seven LLC

INCREASED

Shares13,087 from 12,830

Change+257 (+2%)

Value$2.3M (+$367.8K)

Filed 2026-10-28

Heritage OAK Wealth Advisors LLC

INCREASED

Shares12,488 from 11,848

Change+640 (+5%)

Value$2.2M (+$411.8K)

Filed 2026-10-14

Brookstone Capital Management

DECREASED

Shares12,099 from 18,355

Change-6,256 (-34%)

Value$2.2M (-$661.8K)

Filed 2026-10-22

Pettinga Financial Advisors LLC

DECREASED

Shares10,263 from 10,273

Change-10 (0%)

Value$1.8M (+$255.8K)

Filed 2026-10-13

MH & Associates Securities Management Corp

DECREASED

Shares9,955 from 10,308

Change-353 (-3%)

Value$1.8M (+$195.1K)

Filed 2026-10-30

Creative Financial Designs Inc

INCREASED

Shares9,716 from 25

Change+9,691 (+38764%)

Value$1.7M (+$1.7M)

Filed 2026-11-04

Creative Planning

INCREASED

Shares8,980 from 8,883

Change+97 (+1%)

Value$1.6M (+$240.1K)

Filed 2026-11-02

Belvedere Trading LLC

NEW

Shares8,689

Change+8,689

Value$1.6M

Filed 2026-11-05

Gainplan LLC

INCREASED

Shares8,665 from 8,011

Change+654 (+8%)

Value$1.6M (+$318.1K)

Filed 2026-10-09

Convergence Financial, LLC

DECREASED

Shares8,632 from 17,328

Change-8,696 (-50%)

Value$1.5M (-$1.1M)

Filed 2026-10-27

RFG Holdings, Inc.

DECREASED

Shares8,297 from 8,312

Change-15 (0%)

Value$1.5M (+$205.8K)

Filed 2026-10-30

Ascentis Wealth Management, LLC

DECREASED

Shares8,062 from 8,697

Change-635 (-7%)

Value$1.5M (+$105.0K)

Filed 2026-11-03

Appleton Partners Inc

DECREASED

Shares7,556 from 7,822

Change-266 (-3%)

Value$1.4K (-$1.2M)

Filed 2026-10-30

E&G Advisors, LLC

INCREASED

Shares7,490 from 7,460

Change+30 (+0%)

Value$1.3M (+$192.4K)

Filed 2026-10-13

Aaron Wealth Advisors LLC

UNCHANGED

Shares6,600 from 6,600

Change0 (0%)

Value$1.2M (+$165.5K)

Filed 2026-10-13

Heritage Wealth Management, Inc.

UNCHANGED

Shares6,315 from 6,315

Change0 (0%)

Value$1.1M (+$158.3K)

Filed 2026-10-28

Bank of New York Mellon Corp

UNCHANGED

Shares6,165 from 6,165

Change0 (0%)

Value$1.1M (+$154.6K)

Filed 2026-11-05

Rockingstone Advisors LLC

INCREASED

Shares6,070 from 5,870

Change+200 (+3%)

Value$1.1M (+$183.0K)

Filed 2026-10-16

Wakefield Asset Management Lllp

INCREASED

Shares5,919 from 2,584

Change+3,335 (+129%)

Value$1.1M (+$662.8K)

Filed 2026-11-05

Concord Wealth Partners

DECREASED

Shares5,808 from 5,955

Change-147 (-2%)

Value$1.0M (+$123.0K)

Filed 2026-11-02

Concord Asset Management, LLC

DECREASED

Shares5,737 from 5,955

Change-218 (-4%)

Value$1.0M (+$110.3K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

INCREASED

Shares5,640 from 4,451

Change+1,189 (+27%)

Value$1.0M (+$324.8K)

Filed 2026-10-30

Venture Visionary Partners LLC

DECREASED

Shares5,456 from 5,585

Change-129 (-2%)

Value$978.5K (+$116.8K)

Filed 2026-10-07

Meridian Investment Counsel Inc.

UNCHANGED

Shares5,355 from 5,355

Change0 (0%)

Value$960.3K (+$134.3K)

Filed 2026-10-14

Flagship Harbor Advisors, LLC

NEW

Shares5,231

Change+5,231

Value$938.1K

Filed 2026-10-26

Cordoba Advisory Partners LLC

INCREASED

Shares5,194 from 5,173

Change+21 (+0%)

Value$931.4K (+$133.5K)

Filed 2026-10-19

HB Wealth Management, LLC

INCREASED

Shares5,035 from 5,034

Change+1 (+0%)

Value$902.9K (+$126.3K)

Filed 2026-10-23

Hara Capital LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$896.7K (+$125.4K)

Filed 2026-10-30

Laurel OAK Wealth Management, LLC

DECREASED

Shares4,999 from 5,211

Change-212 (-4%)

Value$896.5K (+$92.7K)

Filed 2026-10-19

Koa Wealth Management, LLC

DECREASED

Shares4,785 from 5,131

Change-346 (-7%)

Value$858.1K (+$66.6K)

Filed 2026-10-14

MacKenzie Financial Corp

DECREASED

Shares4,500 from 4,800

Change-300 (-6%)

Value$807.0K (+$66.5K)

Filed 2026-11-02

VestGen Advisors, LLC

DECREASED

Shares4,295 from 6,477

Change-2,182 (-34%)

Value$770.2K (-$229.0K)

Filed 2026-10-27

Massachusetts Wealth Management

DECREASED

Shares4,050 from 4,140

Change-90 (-2%)

Value$726.3K (+$87.7K)

Filed 2026-10-21

Independent Financial Group, LLC

DECREASED

Shares4,030 from 6,024

Change-1,994 (-33%)

Value$722.7K (-$206.6K)

Filed 2026-10-13

Shelton Wealth Management, LLC

DECREASED

Shares3,787 from 3,922

Change-135 (-3%)

Value$679.1K (+$74.1K)

Filed 2026-10-16

Vontobel Holding Ltd.

DECREASED

Shares3,772 from 4,033

Change-261 (-6%)

Value$676.4K (+$54.3K)

Filed 2026-10-16

Corecam Pte. Ltd.

DECREASED

Shares3,638 from 54,918

Change-51,280 (-93%)

Value$652.1K (-$7.8M)

Filed 2026-10-23

Realta Investment Advisors

NEW

Shares3,618

Change+3,618

Value$648.8K

Filed 2026-10-14

Anchyra Partners LLC

UNCHANGED

Shares3,615 from 3,615

Change0 (0%)

Value$648.3K (+$90.6K)

Filed 2026-10-13

HUB Investment Partners, LLC

INCREASED

Shares3,606 from 3,503

Change+103 (+3%)

Value$646.7K (+$106.3K)

Filed 2026-11-03

Elevation Point Wealth Partners, LLC

DECREASED

Shares3,560 from 3,740

Change-180 (-5%)

Value$638.5K (+$61.5K)

Filed 2026-11-05

Waldron Private Wealth LLC

UNCHANGED

Shares3,247 from 3,247

Change0 (0%)

Value$582.3K (+$81.4K)

Filed 2026-11-02

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares3,150 from 16,450

Change-13,300 (-81%)

Value$564.9K (-$2.0M)

Filed 2026-11-03

Integrity Alliance, Llc.

DECREASED

Shares3,039 from 3,130

Change-91 (-3%)

Value$545.1K (+$62.2K)

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares3,002 from 3,001

Change+1 (+0%)

Value$538.3K (+$75.4K)

Filed 2026-11-05

Krilogy Financial LLC

DECREASED

Shares2,893 from 3,242

Change-349 (-11%)

Value$562.1K (+$62.0K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,777 from 2,317

Change+460 (+20%)

Value$537.3K (+$169.9K)

Filed 2026-10-13

Waters Parkerson & Co., LLC

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$448.3K (+$62.7K)

Filed 2026-11-04

Key Client Fiduciary Advisors, LLC

INCREASED

Shares2,486 from 2,480

Change+6 (+0%)

Value$445.9K (+$63.3K)

Filed 2026-10-19

Schneider Downs Wealth Management Advisors, LP

UNCHANGED

Shares2,361 from 2,361

Change0 (0%)

Value$423.4K (+$59.2K)

Filed 2026-10-27

Wespac Advisors, LLC

NEW

Shares2,345

Change+2,345

Value$420.5K

Filed 2026-10-26

Torrey Growth & Income Advisors

NEW

Shares2,250

Change+2,250

Value$403.5K

Filed 2026-11-04

Cardinal Point Capital Management ULC

UNCHANGED

Shares2,225 from 2,225

Change0 (0%)

Value$398.9K (+$55.9K)

Filed 2026-10-21

Cornerstone Wealth Management, LLC

UNCHANGED

Shares2,169 from 2,169

Change0 (0%)

Value$389.0K (+$54.4K)

Filed 2026-11-04

Client 1ST Advisory Group, LLC

UNCHANGED

Shares2,009 from 2,009

Change0 (0%)

Value$360.3K (+$50.4K)

Filed 2026-10-19

Walkner Condon Financial Advisors LLC

UNCHANGED

Shares1,960 from 1,960

Change0 (0%)

Value$351.5K (+$49.1K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

DECREASED

Shares1,937 from 2,780

Change-843 (-30%)

Value$347.4K (-$81.5K)

Filed 2026-10-16

Salem Investment Counselors Inc

UNCHANGED

Shares1,845 from 1,845

Change0 (0%)

Value$330.9K (+$46.3K)

Filed 2026-10-13

Vise Technologies, Inc.

DECREASED

Shares1,839 from 2,226

Change-387 (-17%)

Value$329.7K (-$13.7K)

Filed 2026-10-29

Daiwa Securities Group Inc.

UNCHANGED

Shares1,825 from 1,825

Change0 (0%)

Value$327.3K (+$45.8K)

Filed 2026-10-29

Fiduciary Financial Group, LLC

UNCHANGED

Shares1,813 from 1,813

Change0 (0%)

Value$325.1K (+$45.5K)

Filed 2026-10-13

Rebalance, LLC

INCREASED

Shares1,811 from 1,804

Change+7 (+0%)

Value$324.8K (+$46.6K)

Filed 2026-10-22

Sovran Advisors, LLC

DECREASED

Shares1,724 from 1,798

Change-74 (-4%)

Value$344.0K (+$44.8K)

Filed 2026-11-02

Security National Bank

UNCHANGED

Shares1,717 from 1,717

Change0 (0%)

Value$307.9K (+$43.0K)

Filed 2026-10-26

Parcion Private Wealth LLC

UNCHANGED

Shares1,707 from 1,707

Change0 (0%)

Value$306.1K (+$42.8K)

Filed 2026-10-28

Thrivent Financial for Lutherans

NEW

Shares1,661

Change+1,661

Value$298

Filed 2026-11-05

Plan Group Financial, LLC

NEW

Shares1,650

Change+1,650

Value$330.1K

Filed 2026-10-22

Vanguard Capital Wealth Advisors

NEW

Shares1,547

Change+1,547

Value$277.4K

Filed 2026-10-16

Parallel Advisors, LLC

UNCHANGED

Shares1,534 from 1,534

Change0 (0%)

Value$275.1K (+$38.5K)

Filed 2026-11-03

Mascagni Wealth Management, Inc.

UNCHANGED

Shares1,518 from 1,518

Change0 (0%)

Value$272.2K (+$38.1K)

Filed 2026-10-23

Argyle Capital Partners, LLC

DECREASED

Shares1,500 from 1,703

Change-203 (-12%)

Value$269.0K (+$6.4K)

Filed 2026-10-23

SeaBridge Investment Advisors LLC

DECREASED

Shares1,498 from 1,586

Change-88 (-6%)

Value$268.6K (+$24.0K)

Filed 2026-11-02

KCM Investment Advisors LLC

NEW

Shares1,457

Change+1,457

Value$261.3K

Filed 2026-10-27

J. Safra Sarasin Holding AG

UNCHANGED

Shares1,388 from 1,388

Change0 (0%)

Value$247.9K (+$32.3K)

Filed 2026-10-26

Harel Insurance Investments & Financial Services Ltd.

NEW

Shares1,330

Change+1,330

Value$238

Filed 2026-11-02

TruNorth Capital Management, LLC

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$233.1K (+$32.6K)

Filed 2026-10-14

Avondale Wealth Management

DECREASED

Shares1,263 from 2,463

Change-1,200 (-49%)

Value$226.5K (-$153.4K)

Filed 2026-10-15

Symphony Financial, Ltd. Co.

NEW

Shares1,194

Change+1,194

Value$214.9K

Filed 2026-10-22

Prime Capital Investment Advisors, LLC

NEW

Shares1,170

Change+1,170

Value$209.8K

Filed 2026-10-20

AdvisorNet Financial, Inc

UNCHANGED

Shares1,144 from 1,144

Change0 (0%)

Value$226.3K (+$49.9K)

Filed 2026-10-15

Kings Path Partners LLC

UNCHANGED

Shares1,030 from 1,030

Change0 (0%)

Value$184.7K (+$25.8K)

Filed 2026-10-21

Armstrong Advisory Group, Inc

DECREASED

Shares994 from 1,006

Change-12 (-1%)

Value$178.2K (+$23.0K)

Filed 2026-10-09

Private Trust Co NA

UNCHANGED

Shares844 from 844

Change0 (0%)

Value$151.4K (+$21.2K)

Filed 2026-10-20

Signaturefd, LLC

UNCHANGED

Shares713 from 713

Change0 (0%)

Value$127.9K (+$17.9K)

Filed 2026-10-23

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares622 from 622

Change0 (0%)

Value$111.5K (+$15.6K)

Filed 2026-10-27

TD Private Client Wealth LLC

NEW

Shares615

Change+615

Value$110.3K

Filed 2026-10-28

Latitude Advisors, LLC

NEW

Shares547

Change+547

Value$98.1K

Filed 2026-10-27

Harbor Investment Advisory, LLC

DECREASED

Shares500 from 800

Change-300 (-37%)

Value$89.7K (-$33.7K)

Filed 2026-10-13

EPG Wealth Management LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$89.7K (+$12.5K)

Filed 2026-11-03

Provident Wealth Management, LLC

UNCHANGED

Shares455 from 455

Change0 (0%)

Value$81.6K (+$11.4K)

Filed 2026-10-20

North Star Investment Management Corp.

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$73.5K (+$10.3K)

Filed 2026-10-27

Turtle Creek Wealth Advisors, LLC

DECREASED

Shares353 from 514

Change-161 (-31%)

Value$63.3K (-$16.2K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares343 from 1,208

Change-865 (-72%)

Value$61.4K (-$124.8K)

Filed 2026-10-08

IFP Advisors, Inc

UNCHANGED

Shares302 from 302

Change0 (0%)

Value$54.2K (+$7.6K)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$53.8K (+$7.5K)

Filed 2026-11-05

CX Institutional

INCREASED

Shares274 from 220

Change+54 (+25%)

Value$49 (+$15)

Filed 2026-10-02

Ascentis Independent Advisors

NEW

Shares255

Change+255

Value$45.7K

Filed 2026-11-03

Oakworth Capital, Inc.

DECREASED

Shares227 from 229

Change-2 (-1%)

Value$40.7K (+$5.4K)

Filed 2026-10-26

Compass Financial Management LLC

INCREASED

Shares223 from 222

Change+1 (+0%)

Value$40.1K (+$1.8K)

Filed 2026-10-30

Lanark Financial, Inc.

INCREASED

Shares200 from 199

Change+1 (+1%)

Value$35.8K (+$5.1K)

Filed 2026-10-26

Westside Investment Management, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$35.9K (+$5.0K)

Filed 2026-11-02

Abound Wealth Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$35.9K (+$5.0K)

Filed 2026-10-26

Chilton Capital Management LLC

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$30.1K (+$4.2K)

Filed 2026-10-28

Canton Hathaway, LLC

INCREASED

Shares149 from 138

Change+11 (+8%)

Value$26.7K (+$5.4K)

Filed 2026-10-23

Signature Equity Partners, LLC

INCREASED

Shares129 from 128

Change+1 (+1%)

Value$23.1K (+$3.3K)

Filed 2026-10-29

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$22.4K (+$3.1K)

Filed 2026-10-13

Archer Investment Corp

UNCHANGED

Shares121 from 121

Change0 (0%)

Value$21.7K (+$3.0K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares100 from 97

Change+3 (+3%)

Value$17.9K (+$3.0K)

Filed 2026-10-21

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$17.9K (+$2.5K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

DECREASED

Shares97 from 244

Change-147 (-60%)

Value$17.4K (-$20.2K)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

DECREASED

Shares74 from 1,075

Change-1,001 (-93%)

Value$13.3K (-$152.6K)

Filed 2026-11-04

Rydar Equities, Inc.

NEW

Shares67

Change+67

Value$12.6K

Filed 2026-10-13

Angeles Wealth Management, LLC

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$9.1K (+$1.3K)

Filed 2026-10-26

Pacific Center for Financial Services

INCREASED

Shares40 from 39

Change+1 (+3%)

Value$7.1K (+$1.0K)

Filed 2026-10-15

Smallwood Wealth Investment Management, LLC

NEW

Shares38

Change+38

Value$6.8K

Filed 2026-10-30

Gen-Wealth Partners Inc

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$6.3K (+$878)

Filed 2026-11-04

GoalVest Advisory LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$5.6K (+$777)

Filed 2026-10-02

Networth Advisors, LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$5.6K (+$804)

Filed 2026-11-03

Redwood Park Advisors LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$5.4K (+$778)

Filed 2026-11-02

Cape Investment Advisory, Inc.

NEW

Shares28

Change+28

Value$5.0K

Filed 2026-10-13

Ulland Investment Advisors, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$4 ($0)

Filed 2026-10-13

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$4.5K (+$626)

Filed 2026-10-16

Parkside Financial Bank & Trust

NEW

Shares20

Change+20

Value$3.6K

Filed 2026-10-27

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.5K (+$351)

Filed 2026-11-02

AlphaCore Capital LLC

DECREASED

Shares13 from 92

Change-79 (-86%)

Value$2.3K (-$11.9K)

Filed 2026-11-04

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.8K (+$250)

Filed 2026-11-02

Trust Co of Vermont

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$1.6K (+$226)

Filed 2026-10-21

Your Advocates Ltd., LLP

DECREASED

Shares7 from 222

Change-215 (-97%)

Value$1.3K (-$33.0K)

Filed 2026-11-03

Harbor Asset Planning, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$750 (+$108)

Filed 2026-10-23

Nemes Rush Group LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$538 (+$75)

Filed 2026-11-04

Cranbrook Wealth Management, LLC

NEW

Shares2

Change+2

Value$275

Filed 2026-10-28

Valley Wealth Managers, Inc.

DECREASED

Shares1 from 31

Change-30 (-97%)

Value$174 (-$4.6K)

Filed 2026-10-09

Kingdom Financial Group Llc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$237 (+$34)

Filed 2026-11-04

Corecam AG

CLOSED

Shares0 from 23,300

Change-23,300 (-100%)

Value$0 (-$3.6M)

Filed 2026-10-29

Summit Securities Group LLC

CLOSED

Shares0 from 22,117

Change-22,117 (-100%)

Value$0 (-$3.4M)

Filed 2026-11-05

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 8,523

Change-8,523 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-03

TrustWell Financial Advisors, LLC

CLOSED

Shares0 from 5,583

Change-5,583 (-100%)

Value$0 (-$861.2K)

Filed 2026-10-15

Leuthold Group, LLC

CLOSED

Shares0 from 4,537

Change-4,537 (-100%)

Value$0 (-$699.9K)

Filed 2026-11-04

Ehrlich Financial Group

CLOSED

Shares0 from 4,379

Change-4,379 (-100%)

Value$0 (-$675.5K)

Filed 2026-10-20

Imc-Chicago, LLC

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$385.7K)

Filed 2026-11-05

WIT Partners Advisory Pte. Ltd.

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$385.7K)

Filed 2026-10-16

Apollon Wealth Management, LLC

CLOSED

Shares0 from 2,425

Change-2,425 (-100%)

Value$0 (-$374.0K)

Filed 2026-10-23

Prosperitas Financial LLC

CLOSED

Shares0 from 2,163

Change-2,163 (-100%)

Value$0 (-$333.7K)

Filed 2026-10-28

Cresta Advisors, Ltd.

CLOSED

Shares0 from 2,100

Change-2,100 (-100%)

Value$0 (-$323.9K)

Filed 2026-10-14

Park Avenue Securities LLC

CLOSED

Shares0 from 1,842

Change-1,842 (-100%)

Value$0 (-$284.0K)

Filed 2026-10-26

Wedbush Securities Inc

CLOSED

Shares0 from 1,518

Change-1,518 (-100%)

Value$0 (-$234.0K)

Filed 2026-10-22

Diversify Advisory Services, LLC

CLOSED

Shares0 from 1,473

Change-1,473 (-100%)

Value$0 (-$249.1K)

Filed 2026-10-20

Diversify Wealth Management, LLC

CLOSED

Shares0 from 1,473

Change-1,473 (-100%)

Value$0 (-$249.1K)

Filed 2026-10-20

Founders Capital Management

CLOSED

Shares0 from 252

Change-252 (-100%)

Value$0 (-$38.9K)

Filed 2026-10-13

Bullseye Investment Management, LLC

CLOSED

Shares0 from 145

Change-145 (-100%)

Value$0 (-$22.4K)

Filed 2026-10-29

International Assets Investment Management, LLC

CLOSED

Shares0 from 135

Change-135 (-100%)

Value$0 (-$20.8K)

Filed 2026-11-02

Spire Wealth Management

CLOSED

Shares0 from 83

Change-83 (-100%)

Value$0 (-$12.8K)

Filed 2026-10-30

Caldwell Trust Co

CLOSED

Shares0 from 82

Change-82 (-100%)

Value$0 (-$12.6K)

Filed 2026-10-30

Cherry Tree Wealth Management, LLC

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$5.6K)

Filed 2026-10-15

Mather Group, Llc.

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$5.4K)

Filed 2026-10-14

Gill Capital Partners, LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$4.5K)

Filed 2026-10-13

Asset Dedication, LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$3.1K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 3,750,615

Change-3,750,615 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 3,398,959

Change-3,398,959 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 1,500,000

Change-1,500,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,025,389

Change-1,025,389 (-100%)

Value—

UBS Group AG

N/A

Shares— from 939,766

Change-939,766 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 736,830

Change-736,830 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 674,103

Change-674,103 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 643,168

Change-643,168 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 623,497

Change-623,497 (-100%)

Value—

Barclays PLC

N/A

Shares— from 476,588

Change-476,588 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 436,643

Change-436,643 (-100%)

Value—

Menora Mivtachim Holdings Ltd.

N/A

Shares— from 426,550

Change-426,550 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 398,877

Change-398,877 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 396,418

Change-396,418 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 394,396

Change-394,396 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 328,143

Change-328,143 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 298,349

Change-298,349 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 295,054

Change-295,054 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 235,336

Change-235,336 (-100%)

Value—

Cadence Wealth Management LLC

N/A

Shares— from 210,558

Change-210,558 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 189,279

Change-189,279 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 136,234

Change-136,234 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 105,515

Change-105,515 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 105,254

Change-105,254 (-100%)

Value—

Maytus Capital Management, LLC

N/A

Shares— from 90,450

Change-90,450 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 89,716

Change-89,716 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 86,174

Change-86,174 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 81,765

Change-81,765 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 76,829

Change-76,829 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 74,993

Change-74,993 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 74,900

Change-74,900 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 71,050

Change-71,050 (-100%)

Value—

Allianz SE

N/A

Shares— from 70,125

Change-70,125 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 61,700

Change-61,700 (-100%)

Value—

Satovsky Asset Management LLC

N/A

Shares— from 60,856

Change-60,856 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 57,662

Change-57,662 (-100%)

Value—

Parallax Volatility Advisers, L.P.

N/A

Shares— from 50,628

Change-50,628 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 49,377

Change-49,377 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 48,518

Change-48,518 (-100%)

Value—

Nikulski Financial, Inc.

N/A

Shares— from 46,861

Change-46,861 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 43,358

Change-43,358 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 37,964

Change-37,964 (-100%)

Value—

Itau Unibanco Holding S.A.

N/A

Shares— from 37,830

Change-37,830 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 37,375

Change-37,375 (-100%)

Value—

Modus Advisors, LLC

N/A

Shares— from 35,354

Change-35,354 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 33,673

Change-33,673 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 33,466

Change-33,466 (-100%)

Value—

Quantitative Investment Management, LLC

N/A

Shares— from 31,835

Change-31,835 (-100%)

Value—

Volterra Technologies LP

N/A

Shares— from 30,242

Change-30,242 (-100%)

Value—

Deeter Investments LLP

N/A

Shares— from 29,700

Change-29,700 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 28,783

Change-28,783 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 26,036

Change-26,036 (-100%)

Value—

ArchPoint Investors

N/A

Shares— from 24,933

Change-24,933 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 23,638

Change-23,638 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 22,938

Change-22,938 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 22,490

Change-22,490 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 21,757

Change-21,757 (-100%)

Value—

Albar Capital Partners LLP

N/A

Shares— from 18,555

Change-18,555 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 18,193

Change-18,193 (-100%)

Value—

ARS Investment Partners, LLC

N/A

Shares— from 17,662

Change-17,662 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 17,578

Change-17,578 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 16,805

Change-16,805 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 16,652

Change-16,652 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 16,624

Change-16,624 (-100%)

Value—

O'Connor Alternative Investments LLC

N/A

Shares— from 16,570

Change-16,570 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 16,316

Change-16,316 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 16,100

Change-16,100 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 16,055

Change-16,055 (-100%)

Value—

Emmett Investment Management, LP

N/A

Shares— from 15,550

Change-15,550 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 15,499

Change-15,499 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,242

Change-15,242 (-100%)

Value—

CAZ Investments LP

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 14,964

Change-14,964 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,946

Change-14,946 (-100%)

Value—

Banco Bilbao Vizcaya Argentaria, S.A.

N/A

Shares— from 14,164

Change-14,164 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 14,156

Change-14,156 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,792

Change-13,792 (-100%)

Value—

Amica Mutual Insurance Co

N/A

Shares— from 12,964

Change-12,964 (-100%)

Value—

Stamos Capital Partners, L.P.

N/A

Shares— from 11,809

Change-11,809 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 11,470

Change-11,470 (-100%)

Value—

Southeast Asset Advisors, LLC

N/A

Shares— from 11,395

Change-11,395 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 11,304

Change-11,304 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 11,250

Change-11,250 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 11,152

Change-11,152 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 10,985

Change-10,985 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 10,880

Change-10,880 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 10,722

Change-10,722 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 10,477

Change-10,477 (-100%)

Value—

LuminArx Capital Management LP

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 9,914

Change-9,914 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 9,239

Change-9,239 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 9,115

Change-9,115 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 8,750

Change-8,750 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 8,521

Change-8,521 (-100%)

Value—

Twin Tree Management, LP

N/A

Shares— from 8,376

Change-8,376 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,332

Change-8,332 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 8,008

Change-8,008 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 7,665

Change-7,665 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 7,426

Change-7,426 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 7,313

Change-7,313 (-100%)

Value—

Access Financial Services, Inc.

N/A

Shares— from 7,105

Change-7,105 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 7,036

Change-7,036 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 6,682

Change-6,682 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,671

Change-6,671 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,550

Change-6,550 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,401

Change-6,401 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 6,388

Change-6,388 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 6,270

Change-6,270 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,146

Change-6,146 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,901

Change-5,901 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 5,839

Change-5,839 (-100%)

Value—

Paragon Capital Management LLC

N/A

Shares— from 5,772

Change-5,772 (-100%)

Value—

Turim 21 Investimentos Ltda.

N/A

Shares— from 5,683

Change-5,683 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5,517

Change-5,517 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,384

Change-5,384 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,361

Change-5,361 (-100%)

Value—

Hartree Partners, LP

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,882

Change-4,882 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 4,871

Change-4,871 (-100%)

Value—

US Bancorp \de\

N/A

Shares— from 4,660

Change-4,660 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,302

Change-4,302 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 4,172

Change-4,172 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 4,074

Change-4,074 (-100%)

Value—

DV Trading LLC

N/A

Shares— from 4,039

Change-4,039 (-100%)

Value—

SIH Partners, Lllp

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 3,851

Change-3,851 (-100%)

Value—

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

N/A

Shares— from 3,826

Change-3,826 (-100%)

Value—

Meridian Wealth Advisors, LLC

N/A

Shares— from 3,800

Change-3,800 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 3,713

Change-3,713 (-100%)

Value—

Wexford Capital LP

N/A

Shares— from 3,639

Change-3,639 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 3,617

Change-3,617 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,565

Change-3,565 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,532

Change-3,532 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,502

Change-3,502 (-100%)

Value—

Concorde Financial Corp

N/A

Shares— from 3,462

Change-3,462 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 3,444

Change-3,444 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 3,403

Change-3,403 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 3,251

Change-3,251 (-100%)

Value—

Credit Industriel ET Commercial

N/A

Shares— from 3,098

Change-3,098 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 3,050

Change-3,050 (-100%)

Value—

Pickering Energy Partners LP

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Global Endowment Management, LP

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Bulltick Wealth Management, LLC

N/A

Shares— from 2,986

Change-2,986 (-100%)

Value—

Frisch Financial Group, Inc.

N/A

Shares— from 2,985

Change-2,985 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 2,951

Change-2,951 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 2,945

Change-2,945 (-100%)

Value—

Collaborative Capital Advisors LLC

N/A

Shares— from 2,933

Change-2,933 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 2,878

Change-2,878 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 2,865

Change-2,865 (-100%)

Value—

VAN DEN Berg Management I, Inc

N/A

Shares— from 2,816

Change-2,816 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 2,785

Change-2,785 (-100%)

Value—

Boston Partners

N/A

Shares— from 2,775

Change-2,775 (-100%)

Value—

Cladis Investment Advisory, LLC

N/A

Shares— from 2,593

Change-2,593 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 2,526

Change-2,526 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 2,438

Change-2,438 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 2,361

Change-2,361 (-100%)

Value—

Quarry LP

N/A

Shares— from 2,327

Change-2,327 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 2,131

Change-2,131 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 2,057

Change-2,057 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 2,028

Change-2,028 (-100%)

Value—

Fiduciary Counselling Inc

N/A

Shares— from 2,022

Change-2,022 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

BCS Private Wealth Management, Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

D L Carlson Investment Group Inc

N/A

Shares— from 1,979

Change-1,979 (-100%)

Value—

Insight 2811, Inc.

N/A

Shares— from 1,949

Change-1,949 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,859

Change-1,859 (-100%)

Value—

Crestmont Private Wealth LLC

N/A

Shares— from 1,856

Change-1,856 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 1,781

Change-1,781 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 1,770

Change-1,770 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 1,758

Change-1,758 (-100%)

Value—

Mission Hills Financial Advisory, LLC

N/A

Shares— from 1,716

Change-1,716 (-100%)

Value—

Barometer Capital Management Inc.

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,681

Change-1,681 (-100%)

Value—

AlphaGrep UK Ltd

N/A

Shares— from 1,678

Change-1,678 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,670

Change-1,670 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 1,606

Change-1,606 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 1,603

Change-1,603 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 1,582

Change-1,582 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 1,564

Change-1,564 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,501

Change-1,501 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 1,489

Change-1,489 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 1,482

Change-1,482 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 1,478

Change-1,478 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 1,448

Change-1,448 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,423

Change-1,423 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 1,333

Change-1,333 (-100%)

Value—

Invst, LLC

N/A

Shares— from 1,315

Change-1,315 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,006

Change-1,006 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 908

Change-908 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 878

Change-878 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 870

Change-870 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 800

Change-800 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 691

Change-691 (-100%)

Value—

JTC Employer Solutions Trustee Ltd

N/A

Shares— from 660

Change-660 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 648

Change-648 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 600

Change-600 (-100%)

Value—

EFG International AG

N/A

Shares— from 600

Change-600 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 577

Change-577 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 480

Change-480 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 421

Change-421 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

Winthrop Capital Management, LLC

N/A

Shares— from 338

Change-338 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 331

Change-331 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 322

Change-322 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 316

Change-316 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 311

Change-311 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 302

Change-302 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 290

Change-290 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 259

Change-259 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 253

Change-253 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 235

Change-235 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 194

Change-194 (-100%)

Value—

Natixis

N/A

Shares— from 189

Change-189 (-100%)

Value—

Central Trust Co

N/A

Shares— from 189

Change-189 (-100%)

Value—

Blair William & Co

N/A

Shares— from 188

Change-188 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 135

Change-135 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 119

Change-119 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 95

Change-95 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Hamrick Investment Counsel, llc

N/A

Shares— from 52

Change-52 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 35

Change-35 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Clearstead Trust, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 12

Change-12 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 11

Change-11 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 6

Change-6 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Citigroup Inc	INCREASED	2,766,584	2,322,574	+444,010	+19%	$358.3M	$496.1M	+$137.9M	2026-11-04
Vanderbilt University	INCREASED	733,095	730,070	+3,025	+0%	$112.6M	$131.5M	+$18.8M	2026-11-02
Mirae Asset Securities (USA) Inc.	NEW	650,000	—	+650,000	—	—	$116.6M	—	2026-10-15
Temasek Holdings (Private) Ltd	NEW	308,892	—	+308,892	—	—	$55.4M	—	2026-10-28
Bank Pictet & Cie (Europe) AG	UNCHANGED	86,875	86,875	0	0%	$13.4M	$15.6M	+$2.2M	2026-10-20
Fourpath Capital Management, LLC	INCREASED	54,807	53,669	+1,138	+2%	$8.3M	$9.8M	+$1.5M	2026-10-19
TD Waterhouse Canada Inc.	INCREASED	50,870	50,309	+561	+1%	$7.7M	$9.4M	+$1.6M	2026-10-16
Skylands Capital, LLC	DECREASED	41,435	43,885	-2,450	-6%	$6.8M	$7.4M	+$660.8K	2026-10-21
Kestra Advisory Services, LLC	DECREASED	34,643	37,839	-3,196	-8%	$5.8M	$6.2M	+$375.6K	2026-11-02
Carrera Capital Advisors	DECREASED	31,092	31,492	-400	-1%	$4.9M	$5.6M	+$717.8K	2026-11-03
Ashton Thomas Private Wealth, LLC	INCREASED	25,127	24,213	+914	+4%	$3.7M	$4.5M	+$770.9K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	24,985	33,907	-8,922	-26%	$5.2M	$4.5K	-$5.2M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	23,984	55,357	-31,373	-57%	$8.5M	$4.3M	-$4.2M	2026-11-02
Stapp Wealth Management, Pllc	INCREASED	23,543	23,425	+118	+1%	$3.6M	$4.2M	+$608.4K	2026-10-15
Abbington Investment Group	DECREASED	22,232	22,283	-51	0%	$3.4M	$4.0M	+$549.7K	2026-11-03
Client First Capital LLC	NEW	20,476	—	+20,476	—	—	$3.7M	—	2026-10-22
One Plus One Wealth Management, LLC	DECREASED	18,334	18,439	-105	-1%	$2.8M	$3.3M	+$443.4K	2026-10-16
Y-Intercept (Hong Kong) Ltd	INCREASED	17,660	8,334	+9,326	+112%	$1.3M	$3.2M	+$1.9M	2026-10-16
Acima Private Wealth, LLC	UNCHANGED	17,313	17,313	0	0%	$2.7M	$3.1M	+$434.0K	2026-10-05
Cannon Advisors, Inc.	NEW	16,411	—	+16,411	—	—	$3.3M	—	2026-10-14
Truist Financial Corp	INCREASED	15,478	14,804	+674	+5%	$2.3M	$2.8M	+$492.1K	2026-10-30
Walser Wealth Management Company, A Ltd Liability Co	NEW	14,913	—	+14,913	—	—	$2.7M	—	2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co	DECREASED	14,657	55,941	-41,284	-74%	$8.6M	$2.6M	-$6.0M	2026-11-03
Anson Capital, Inc.	INCREASED	14,192	12,258	+1,934	+16%	$1.9M	$2.5M	+$654.2K	2026-10-23
Pekin Hardy Strauss, Inc.	INCREASED	14,102	13,912	+190	+1%	$2.1M	$2.5M	+$382.9K	2026-11-02
MGO One Seven LLC	INCREASED	13,087	12,830	+257	+2%	$2.0M	$2.3M	+$367.8K	2026-10-28
Heritage OAK Wealth Advisors LLC	INCREASED	12,488	11,848	+640	+5%	$1.8M	$2.2M	+$411.8K	2026-10-14
Brookstone Capital Management	DECREASED	12,099	18,355	-6,256	-34%	$2.8M	$2.2M	-$661.8K	2026-10-22
Pettinga Financial Advisors LLC	DECREASED	10,263	10,273	-10	0%	$1.6M	$1.8M	+$255.8K	2026-10-13
MH & Associates Securities Management Corp	DECREASED	9,955	10,308	-353	-3%	$1.6M	$1.8M	+$195.1K	2026-10-30
Creative Financial Designs Inc	INCREASED	9,716	25	+9,691	+38764%	$3.9K	$1.7M	+$1.7M	2026-11-04
Creative Planning	INCREASED	8,980	8,883	+97	+1%	$1.4M	$1.6M	+$240.1K	2026-11-02
Belvedere Trading LLC	NEW	8,689	—	+8,689	—	—	$1.6M	—	2026-11-05
Gainplan LLC	INCREASED	8,665	8,011	+654	+8%	$1.2M	$1.6M	+$318.1K	2026-10-09
Convergence Financial, LLC	DECREASED	8,632	17,328	-8,696	-50%	$2.7M	$1.5M	-$1.1M	2026-10-27
RFG Holdings, Inc.	DECREASED	8,297	8,312	-15	0%	$1.3M	$1.5M	+$205.8K	2026-10-30
Ascentis Wealth Management, LLC	DECREASED	8,062	8,697	-635	-7%	$1.3M	$1.5M	+$105.0K	2026-11-03
Appleton Partners Inc	DECREASED	7,556	7,822	-266	-3%	$1.2M	$1.4K	-$1.2M	2026-10-30
E&G Advisors, LLC	INCREASED	7,490	7,460	+30	+0%	$1.2M	$1.3M	+$192.4K	2026-10-13
Aaron Wealth Advisors LLC	UNCHANGED	6,600	6,600	0	0%	$1.0M	$1.2M	+$165.5K	2026-10-13
Heritage Wealth Management, Inc.	UNCHANGED	6,315	6,315	0	0%	$974.2K	$1.1M	+$158.3K	2026-10-28
Bank of New York Mellon Corp	UNCHANGED	6,165	6,165	0	0%	$951.0K	$1.1M	+$154.6K	2026-11-05
Rockingstone Advisors LLC	INCREASED	6,070	5,870	+200	+3%	$905.5K	$1.1M	+$183.0K	2026-10-16
Wakefield Asset Management Lllp	INCREASED	5,919	2,584	+3,335	+129%	$398.6K	$1.1M	+$662.8K	2026-11-05
Concord Wealth Partners	DECREASED	5,808	5,955	-147	-2%	$918.6K	$1.0M	+$123.0K	2026-11-02
Concord Asset Management, LLC	DECREASED	5,737	5,955	-218	-4%	$918.6K	$1.0M	+$110.3K	2026-11-02
Kestra Private Wealth Services, LLC	INCREASED	5,640	4,451	+1,189	+27%	$686.7K	$1.0M	+$324.8K	2026-10-30
Venture Visionary Partners LLC	DECREASED	5,456	5,585	-129	-2%	$861.7K	$978.5K	+$116.8K	2026-10-07
Meridian Investment Counsel Inc.	UNCHANGED	5,355	5,355	0	0%	$826.1K	$960.3K	+$134.3K	2026-10-14
Flagship Harbor Advisors, LLC	NEW	5,231	—	+5,231	—	—	$938.1K	—	2026-10-26
Cordoba Advisory Partners LLC	INCREASED	5,194	5,173	+21	+0%	$798.0K	$931.4K	+$133.5K	2026-10-19
HB Wealth Management, LLC	INCREASED	5,035	5,034	+1	+0%	$776.7K	$902.9K	+$126.3K	2026-10-23
Hara Capital LLC	UNCHANGED	5,000	5,000	0	0%	$771.3K	$896.7K	+$125.4K	2026-10-30
Laurel OAK Wealth Management, LLC	DECREASED	4,999	5,211	-212	-4%	$803.8K	$896.5K	+$92.7K	2026-10-19
Koa Wealth Management, LLC	DECREASED	4,785	5,131	-346	-7%	$791.5K	$858.1K	+$66.6K	2026-10-14
MacKenzie Financial Corp	DECREASED	4,500	4,800	-300	-6%	$740.4K	$807.0K	+$66.5K	2026-11-02
VestGen Advisors, LLC	DECREASED	4,295	6,477	-2,182	-34%	$999.2K	$770.2K	-$229.0K	2026-10-27
Massachusetts Wealth Management	DECREASED	4,050	4,140	-90	-2%	$638.6K	$726.3K	+$87.7K	2026-10-21
Independent Financial Group, LLC	DECREASED	4,030	6,024	-1,994	-33%	$929.3K	$722.7K	-$206.6K	2026-10-13
Shelton Wealth Management, LLC	DECREASED	3,787	3,922	-135	-3%	$605.0K	$679.1K	+$74.1K	2026-10-16
Vontobel Holding Ltd.	DECREASED	3,772	4,033	-261	-6%	$622.1K	$676.4K	+$54.3K	2026-10-16
Corecam Pte. Ltd.	DECREASED	3,638	54,918	-51,280	-93%	$8.5M	$652.1K	-$7.8M	2026-10-23
Realta Investment Advisors	NEW	3,618	—	+3,618	—	—	$648.8K	—	2026-10-14
Anchyra Partners LLC	UNCHANGED	3,615	3,615	0	0%	$557.7K	$648.3K	+$90.6K	2026-10-13
HUB Investment Partners, LLC	INCREASED	3,606	3,503	+103	+3%	$540.4K	$646.7K	+$106.3K	2026-11-03
Elevation Point Wealth Partners, LLC	DECREASED	3,560	3,740	-180	-5%	$577.0K	$638.5K	+$61.5K	2026-11-05
Waldron Private Wealth LLC	UNCHANGED	3,247	3,247	0	0%	$500.9K	$582.3K	+$81.4K	2026-11-02
Mirae Asset Global Investments Co., Ltd.	DECREASED	3,150	16,450	-13,300	-81%	$2.5M	$564.9K	-$2.0M	2026-11-03
Integrity Alliance, Llc.	DECREASED	3,039	3,130	-91	-3%	$482.9K	$545.1K	+$62.2K	2026-10-29
Rossby Financial, LCC	INCREASED	3,002	3,001	+1	+0%	$462.9K	$538.3K	+$75.4K	2026-11-05
Krilogy Financial LLC	DECREASED	2,893	3,242	-349	-11%	$500.1K	$562.1K	+$62.0K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	2,777	2,317	+460	+20%	$367.5K	$537.3K	+$169.9K	2026-10-13
Waters Parkerson & Co., LLC	UNCHANGED	2,500	2,500	0	0%	$385.7K	$448.3K	+$62.7K	2026-11-04
Key Client Fiduciary Advisors, LLC	INCREASED	2,486	2,480	+6	+0%	$382.6K	$445.9K	+$63.3K	2026-10-19
Schneider Downs Wealth Management Advisors, LP	UNCHANGED	2,361	2,361	0	0%	$364.2K	$423.4K	+$59.2K	2026-10-27
Wespac Advisors, LLC	NEW	2,345	—	+2,345	—	—	$420.5K	—	2026-10-26
Torrey Growth & Income Advisors	NEW	2,250	—	+2,250	—	—	$403.5K	—	2026-11-04
Cardinal Point Capital Management ULC	UNCHANGED	2,225	2,225	0	0%	$343.0K	$398.9K	+$55.9K	2026-10-21
Cornerstone Wealth Management, LLC	UNCHANGED	2,169	2,169	0	0%	$334.5K	$389.0K	+$54.4K	2026-11-04
Client 1ST Advisory Group, LLC	UNCHANGED	2,009	2,009	0	0%	$309.9K	$360.3K	+$50.4K	2026-10-19
Walkner Condon Financial Advisors LLC	UNCHANGED	1,960	1,960	0	0%	$302.4K	$351.5K	+$49.1K	2026-11-02
Concurrent Investment Advisors, LLC	DECREASED	1,937	2,780	-843	-30%	$428.9K	$347.4K	-$81.5K	2026-10-16
Salem Investment Counselors Inc	UNCHANGED	1,845	1,845	0	0%	$284.6K	$330.9K	+$46.3K	2026-10-13
Vise Technologies, Inc.	DECREASED	1,839	2,226	-387	-17%	$343.4K	$329.7K	-$13.7K	2026-10-29
Daiwa Securities Group Inc.	UNCHANGED	1,825	1,825	0	0%	$281.5K	$327.3K	+$45.8K	2026-10-29
Fiduciary Financial Group, LLC	UNCHANGED	1,813	1,813	0	0%	$279.7K	$325.1K	+$45.5K	2026-10-13
Rebalance, LLC	INCREASED	1,811	1,804	+7	+0%	$278.3K	$324.8K	+$46.6K	2026-10-22
Sovran Advisors, LLC	DECREASED	1,724	1,798	-74	-4%	$299.1K	$344.0K	+$44.8K	2026-11-02
Security National Bank	UNCHANGED	1,717	1,717	0	0%	$264.9K	$307.9K	+$43.0K	2026-10-26
Parcion Private Wealth LLC	UNCHANGED	1,707	1,707	0	0%	$263.3K	$306.1K	+$42.8K	2026-10-28
Thrivent Financial for Lutherans	NEW	1,661	—	+1,661	—	—	$298	—	2026-11-05
Plan Group Financial, LLC	NEW	1,650	—	+1,650	—	—	$330.1K	—	2026-10-22
Vanguard Capital Wealth Advisors	NEW	1,547	—	+1,547	—	—	$277.4K	—	2026-10-16
Parallel Advisors, LLC	UNCHANGED	1,534	1,534	0	0%	$236.6K	$275.1K	+$38.5K	2026-11-03
Mascagni Wealth Management, Inc.	UNCHANGED	1,518	1,518	0	0%	$234.2K	$272.2K	+$38.1K	2026-10-23
Argyle Capital Partners, LLC	DECREASED	1,500	1,703	-203	-12%	$262.6K	$269.0K	+$6.4K	2026-10-23
SeaBridge Investment Advisors LLC	DECREASED	1,498	1,586	-88	-6%	$244.7K	$268.6K	+$24.0K	2026-11-02
KCM Investment Advisors LLC	NEW	1,457	—	+1,457	—	—	$261.3K	—	2026-10-27
J. Safra Sarasin Holding AG	UNCHANGED	1,388	1,388	0	0%	$215.7K	$247.9K	+$32.3K	2026-10-26
Harel Insurance Investments & Financial Services Ltd.	NEW	1,330	—	+1,330	—	—	$238	—	2026-11-02
TruNorth Capital Management, LLC	UNCHANGED	1,300	1,300	0	0%	$200.5K	$233.1K	+$32.6K	2026-10-14
Avondale Wealth Management	DECREASED	1,263	2,463	-1,200	-49%	$379.9K	$226.5K	-$153.4K	2026-10-15
Symphony Financial, Ltd. Co.	NEW	1,194	—	+1,194	—	—	$214.9K	—	2026-10-22
Prime Capital Investment Advisors, LLC	NEW	1,170	—	+1,170	—	—	$209.8K	—	2026-10-20
AdvisorNet Financial, Inc	UNCHANGED	1,144	1,144	0	0%	$176.5K	$226.3K	+$49.9K	2026-10-15
Kings Path Partners LLC	UNCHANGED	1,030	1,030	0	0%	$158.9K	$184.7K	+$25.8K	2026-10-21
Armstrong Advisory Group, Inc	DECREASED	994	1,006	-12	-1%	$155.1K	$178.2K	+$23.0K	2026-10-09
Private Trust Co NA	UNCHANGED	844	844	0	0%	$130.2K	$151.4K	+$21.2K	2026-10-20
Signaturefd, LLC	UNCHANGED	713	713	0	0%	$110.0K	$127.9K	+$17.9K	2026-10-23
Cassaday & Co Wealth Management LLC	UNCHANGED	622	622	0	0%	$96.0K	$111.5K	+$15.6K	2026-10-27
TD Private Client Wealth LLC	NEW	615	—	+615	—	—	$110.3K	—	2026-10-28
Latitude Advisors, LLC	NEW	547	—	+547	—	—	$98.1K	—	2026-10-27
Harbor Investment Advisory, LLC	DECREASED	500	800	-300	-37%	$123.4K	$89.7K	-$33.7K	2026-10-13
EPG Wealth Management LLC	UNCHANGED	500	500	0	0%	$77.1K	$89.7K	+$12.5K	2026-11-03
Provident Wealth Management, LLC	UNCHANGED	455	455	0	0%	$70.2K	$81.6K	+$11.4K	2026-10-20
North Star Investment Management Corp.	UNCHANGED	410	410	0	0%	$63.2K	$73.5K	+$10.3K	2026-10-27
Turtle Creek Wealth Advisors, LLC	DECREASED	353	514	-161	-31%	$79.5K	$63.3K	-$16.2K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	343	1,208	-865	-72%	$186.3K	$61.4K	-$124.8K	2026-10-08
IFP Advisors, Inc	UNCHANGED	302	302	0	0%	$46.6K	$54.2K	+$7.6K	2026-10-16
Silver Grove Financial Group, Inc.	UNCHANGED	300	300	0	0%	$46.3K	$53.8K	+$7.5K	2026-11-05
CX Institutional	INCREASED	274	220	+54	+25%	$34	$49	+$15	2026-10-02
Ascentis Independent Advisors	NEW	255	—	+255	—	—	$45.7K	—	2026-11-03
Oakworth Capital, Inc.	DECREASED	227	229	-2	-1%	$35.3K	$40.7K	+$5.4K	2026-10-26
Compass Financial Management LLC	INCREASED	223	222	+1	+0%	$38.2K	$40.1K	+$1.8K	2026-10-30
Lanark Financial, Inc.	INCREASED	200	199	+1	+1%	$30.8K	$35.8K	+$5.1K	2026-10-26
Westside Investment Management, Inc.	UNCHANGED	200	200	0	0%	$30.9K	$35.9K	+$5.0K	2026-11-02
Abound Wealth Management	UNCHANGED	200	200	0	0%	$30.9K	$35.9K	+$5.0K	2026-10-26
Chilton Capital Management LLC	UNCHANGED	168	168	0	0%	$25.9K	$30.1K	+$4.2K	2026-10-28
Canton Hathaway, LLC	INCREASED	149	138	+11	+8%	$21.3K	$26.7K	+$5.4K	2026-10-23
Signature Equity Partners, LLC	INCREASED	129	128	+1	+1%	$19.8K	$23.1K	+$3.3K	2026-10-29
Beacon Investment Advisory Services, Inc.	UNCHANGED	125	125	0	0%	$19.3K	$22.4K	+$3.1K	2026-10-13
Archer Investment Corp	UNCHANGED	121	121	0	0%	$18.7K	$21.7K	+$3.0K	2026-11-05
Assetmark, Inc	INCREASED	100	97	+3	+3%	$15.0K	$17.9K	+$3.0K	2026-10-21
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	100	100	0	0%	$15.4K	$17.9K	+$2.5K	2026-10-20
Capital Investment Advisory Services, LLC	DECREASED	97	244	-147	-60%	$37.6K	$17.4K	-$20.2K	2026-10-30
EverSource Wealth Advisors, LLC	DECREASED	74	1,075	-1,001	-93%	$165.8K	$13.3K	-$152.6K	2026-11-04
Rydar Equities, Inc.	NEW	67	—	+67	—	—	$12.6K	—	2026-10-13
Angeles Wealth Management, LLC	UNCHANGED	51	51	0	0%	$7.9K	$9.1K	+$1.3K	2026-10-26
Pacific Center for Financial Services	INCREASED	40	39	+1	+3%	$6.1K	$7.1K	+$1.0K	2026-10-15
Smallwood Wealth Investment Management, LLC	NEW	38	—	+38	—	—	$6.8K	—	2026-10-30
Gen-Wealth Partners Inc	UNCHANGED	35	35	0	0%	$5.4K	$6.3K	+$878	2026-11-04
GoalVest Advisory LLC	UNCHANGED	31	31	0	0%	$4.8K	$5.6K	+$777	2026-10-02
Networth Advisors, LLC	UNCHANGED	31	31	0	0%	$4.8K	$5.6K	+$804	2026-11-03
Redwood Park Advisors LLC	UNCHANGED	30	30	0	0%	$4.7K	$5.4K	+$778	2026-11-02
Cape Investment Advisory, Inc.	NEW	28	—	+28	—	—	$5.0K	—	2026-10-13
Ulland Investment Advisors, LLC	UNCHANGED	25	25	0	0%	$4	$4	$0	2026-10-13
Pension & Wealth Management Advisors, Inc.	UNCHANGED	25	25	0	0%	$3.9K	$4.5K	+$626	2026-10-16
Parkside Financial Bank & Trust	NEW	20	—	+20	—	—	$3.6K	—	2026-10-27
Quest 10 Wealth Builders, Inc.	UNCHANGED	14	14	0	0%	$2.2K	$2.5K	+$351	2026-11-02
AlphaCore Capital LLC	DECREASED	13	92	-79	-86%	$14.2K	$2.3K	-$11.9K	2026-11-04
Murphy & Mullick Capital Management Corp	UNCHANGED	10	10	0	0%	$1.5K	$1.8K	+$250	2026-11-02
Trust Co of Vermont	UNCHANGED	9	9	0	0%	$1.4K	$1.6K	+$226	2026-10-21
Your Advocates Ltd., LLP	DECREASED	7	222	-215	-97%	$34.2K	$1.3K	-$33.0K	2026-11-03
Harbor Asset Planning, Inc.	UNCHANGED	4	4	0	0%	$642	$750	+$108	2026-10-23
Nemes Rush Group LLC	UNCHANGED	3	3	0	0%	$463	$538	+$75	2026-11-04
Cranbrook Wealth Management, LLC	NEW	2	—	+2	—	—	$275	—	2026-10-28
Valley Wealth Managers, Inc.	DECREASED	1	31	-30	-97%	$4.8K	$174	-$4.6K	2026-10-09
Kingdom Financial Group Llc.	UNCHANGED	1	1	0	0%	$203	$237	+$34	2026-11-04
Corecam AG	CLOSED	0	23,300	-23,300	-100%	$3.6M	$0	-$3.6M	2026-10-29
Summit Securities Group LLC	CLOSED	0	22,117	-22,117	-100%	$3.4M	$0	-$3.4M	2026-11-05
Wellington Shields Capital Management, LLC	CLOSED	0	8,523	-8,523	-100%	$1.3M	$0	-$1.3M	2026-11-03
TrustWell Financial Advisors, LLC	CLOSED	0	5,583	-5,583	-100%	$861.2K	$0	-$861.2K	2026-10-15
Leuthold Group, LLC	CLOSED	0	4,537	-4,537	-100%	$699.9K	$0	-$699.9K	2026-11-04
Ehrlich Financial Group	CLOSED	0	4,379	-4,379	-100%	$675.5K	$0	-$675.5K	2026-10-20
Imc-Chicago, LLC	CLOSED	0	2,500	-2,500	-100%	$385.7K	$0	-$385.7K	2026-11-05
WIT Partners Advisory Pte. Ltd.	CLOSED	0	2,500	-2,500	-100%	$385.7K	$0	-$385.7K	2026-10-16
Apollon Wealth Management, LLC	CLOSED	0	2,425	-2,425	-100%	$374.0K	$0	-$374.0K	2026-10-23
Prosperitas Financial LLC	CLOSED	0	2,163	-2,163	-100%	$333.7K	$0	-$333.7K	2026-10-28
Cresta Advisors, Ltd.	CLOSED	0	2,100	-2,100	-100%	$323.9K	$0	-$323.9K	2026-10-14
Park Avenue Securities LLC	CLOSED	0	1,842	-1,842	-100%	$284.0K	$0	-$284.0K	2026-10-26
Wedbush Securities Inc	CLOSED	0	1,518	-1,518	-100%	$234.0K	$0	-$234.0K	2026-10-22
Diversify Advisory Services, LLC	CLOSED	0	1,473	-1,473	-100%	$249.1K	$0	-$249.1K	2026-10-20
Diversify Wealth Management, LLC	CLOSED	0	1,473	-1,473	-100%	$249.1K	$0	-$249.1K	2026-10-20
Founders Capital Management	CLOSED	0	252	-252	-100%	$38.9K	$0	-$38.9K	2026-10-13
Bullseye Investment Management, LLC	CLOSED	0	145	-145	-100%	$22.4K	$0	-$22.4K	2026-10-29
International Assets Investment Management, LLC	CLOSED	0	135	-135	-100%	$20.8K	$0	-$20.8K	2026-11-02
Spire Wealth Management	CLOSED	0	83	-83	-100%	$12.8K	$0	-$12.8K	2026-10-30
Caldwell Trust Co	CLOSED	0	82	-82	-100%	$12.6K	$0	-$12.6K	2026-10-30
Cherry Tree Wealth Management, LLC	CLOSED	0	36	-36	-100%	$5.6K	$0	-$5.6K	2026-10-15
Mather Group, Llc.	CLOSED	0	35	-35	-100%	$5.4K	$0	-$5.4K	2026-10-14
Gill Capital Partners, LLC	CLOSED	0	29	-29	-100%	$4.5K	$0	-$4.5K	2026-10-13
Asset Dedication, LLC	CLOSED	0	20	-20	-100%	$3.1K	$0	-$3.1K	2026-11-03
Morgan Stanley	N/A	—	3,750,615	-3,750,615	-100%	$578.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	3,398,959	-3,398,959	-100%	$524.3M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	1,500,000	-1,500,000	-100%	$231.4M	—	—	—
Two Sigma Investments, LP	N/A	—	1,025,389	-1,025,389	-100%	$158.2M	—	—	—
UBS Group AG	N/A	—	939,766	-939,766	-100%	$145.0M	—	—	—
Bank of America Corp	N/A	—	736,830	-736,830	-100%	$113.7M	—	—	—
LPL Financial LLC	N/A	—	674,103	-674,103	-100%	$104.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	643,168	-643,168	-100%	$99.2M	—	—	—
Bessemer Group Inc	N/A	—	623,497	-623,497	-100%	$96.2M	—	—	—
Barclays PLC	N/A	—	476,588	-476,588	-100%	$73.5M	—	—	—
JPMorgan Chase & Co	N/A	—	436,643	-436,643	-100%	$67.8M	—	—	—
Menora Mivtachim Holdings Ltd.	N/A	—	426,550	-426,550	-100%	$65.8M	—	—	—
Citadel Advisors LLC	N/A	—	398,877	-398,877	-100%	$61.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	396,418	-396,418	-100%	$61.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	394,396	-394,396	-100%	$60.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	328,143	-328,143	-100%	$50.6M	—	—	—
Treasurer of the State of North Carolina	N/A	—	298,349	-298,349	-100%	$46.0M	—	—	—
Wells Fargo & Company	N/A	—	295,054	-295,054	-100%	$45.5M	—	—	—
Royal Bank of Canada	N/A	—	235,336	-235,336	-100%	$36.3M	—	—	—
Cadence Wealth Management LLC	N/A	—	210,558	-210,558	-100%	$32.5M	—	—	—
National Bank of Canada	N/A	—	189,279	-189,279	-100%	$29.2M	—	—	—
Raymond James Financial Inc	N/A	—	136,234	-136,234	-100%	$21.0M	—	—	—
Tudor Investment Corp ET AL	N/A	—	105,515	-105,515	-100%	$16.3M	—	—	—
Marshall Wace, LLP	N/A	—	105,254	-105,254	-100%	$16.2M	—	—	—
Maytus Capital Management, LLC	N/A	—	90,450	-90,450	-100%	$14.0M	—	—	—
Financial Sense Advisors, Inc.	N/A	—	89,716	-89,716	-100%	$13.8M	—	—	—
Bank of Montreal	N/A	—	86,174	-86,174	-100%	$13.3M	—	—	—
Jump Financial, LLC	N/A	—	81,765	-81,765	-100%	$12.6M	—	—	—
Millennium Management LLC	N/A	—	76,829	-76,829	-100%	$11.9M	—	—	—
Quadrature Capital Ltd	N/A	—	74,993	-74,993	-100%	$11.6M	—	—	—
EP Wealth Advisors, LLC	N/A	—	74,900	-74,900	-100%	$11.6M	—	—	—
Wellington Management Group LLP	N/A	—	71,050	-71,050	-100%	$11.0M	—	—	—
Allianz SE	N/A	—	70,125	-70,125	-100%	$10.8M	—	—	—
Caption Management, LLC	N/A	—	61,700	-61,700	-100%	$9.5M	—	—	—
Satovsky Asset Management LLC	N/A	—	60,856	-60,856	-100%	$9.4M	—	—	—
Ameriprise Financial Inc	N/A	—	57,662	-57,662	-100%	$8.9M	—	—	—
Parallax Volatility Advisers, L.P.	N/A	—	50,628	-50,628	-100%	$7.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	49,377	-49,377	-100%	$7.6M	—	—	—
Walleye Capital LLC	N/A	—	48,518	-48,518	-100%	$7.5M	—	—	—
Nikulski Financial, Inc.	N/A	—	46,861	-46,861	-100%	$7.2M	—	—	—
Jane Street Group, LLC	N/A	—	43,358	-43,358	-100%	$6.7M	—	—	—
Squarepoint Ops LLC	N/A	—	37,964	-37,964	-100%	$5.9M	—	—	—
Itau Unibanco Holding S.A.	N/A	—	37,830	-37,830	-100%	$5.8M	—	—	—
Proficio Capital Partners LLC	N/A	—	37,375	-37,375	-100%	$5.8M	—	—	—
Modus Advisors, LLC	N/A	—	35,354	-35,354	-100%	$5.5M	—	—	—
SG Americas Securities, LLC	N/A	—	33,673	-33,673	-100%	$5.2M	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	33,466	-33,466	-100%	$5.2M	—	—	—
Quantitative Investment Management, LLC	N/A	—	31,835	-31,835	-100%	$4.9M	—	—	—
Volterra Technologies LP	N/A	—	30,242	-30,242	-100%	$4.7M	—	—	—
Deeter Investments LLP	N/A	—	29,700	-29,700	-100%	$4.6M	—	—	—
HighTower Advisors, LLC	N/A	—	28,783	-28,783	-100%	$4.4M	—	—	—
Stifel Financial Corp	N/A	—	26,036	-26,036	-100%	$4.0M	—	—	—
ArchPoint Investors	N/A	—	24,933	-24,933	-100%	$3.8M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	23,638	-23,638	-100%	$3.6M	—	—	—
Balyasny Asset Management L.P.	N/A	—	22,938	-22,938	-100%	$3.5M	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	22,490	-22,490	-100%	$3.5M	—	—	—
Wealthfront Advisers LLC	N/A	—	21,757	-21,757	-100%	$3.4M	—	—	—
Albar Capital Partners LLP	N/A	—	18,555	-18,555	-100%	$2.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	18,193	-18,193	-100%	$2.8M	—	—	—
ARS Investment Partners, LLC	N/A	—	17,662	-17,662	-100%	$2.7M	—	—	—
Arkadios Wealth Advisors	N/A	—	17,578	-17,578	-100%	$2.7M	—	—	—
HRT Financial LP	N/A	—	16,805	-16,805	-100%	$2.6M	—	—	—
MML Investors Services, LLC	N/A	—	16,652	-16,652	-100%	$2.6M	—	—	—
Toronto Dominion Bank	N/A	—	16,624	-16,624	-100%	$2.6M	—	—	—
O'Connor Alternative Investments LLC	N/A	—	16,570	-16,570	-100%	$2.6M	—	—	—
Bleakley Financial Group, LLC	N/A	—	16,316	-16,316	-100%	$2.5M	—	—	—
Graham Capital Management, L.P.	N/A	—	16,100	-16,100	-100%	$2.5M	—	—	—
Peak6 LLC	N/A	—	16,055	-16,055	-100%	$2.5M	—	—	—
Emmett Investment Management, LP	N/A	—	15,550	-15,550	-100%	$2.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	15,499	-15,499	-100%	$2.4M	—	—	—
XTX Topco Ltd	N/A	—	15,242	-15,242	-100%	$2.4M	—	—	—
CAZ Investments LP	N/A	—	15,000	-15,000	-100%	$2.3M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	14,964	-14,964	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	14,946	-14,946	-100%	$2.3M	—	—	—
Banco Bilbao Vizcaya Argentaria, S.A.	N/A	—	14,164	-14,164	-100%	$2.2M	—	—	—
Flow Traders U.S. LLC	N/A	—	14,156	-14,156	-100%	$2.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	13,792	-13,792	-100%	$2.1M	—	—	—
Amica Mutual Insurance Co	N/A	—	12,964	-12,964	-100%	$2.0M	—	—	—
Stamos Capital Partners, L.P.	N/A	—	11,809	-11,809	-100%	$1.8M	—	—	—
Castleark Management LLC	N/A	—	11,470	-11,470	-100%	$1.8M	—	—	—
Southeast Asset Advisors, LLC	N/A	—	11,395	-11,395	-100%	$1.8M	—	—	—
Waverly Advisors, LLC	N/A	—	11,304	-11,304	-100%	$1.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	11,250	-11,250	-100%	$1.7M	—	—	—
Equitable Holdings, Inc.	N/A	—	11,152	-11,152	-100%	$1.7M	—	—	—
IFG Advisory, LLC	N/A	—	10,985	-10,985	-100%	$1.7M	—	—	—
Group One Trading LLC	N/A	—	10,880	-10,880	-100%	$1.7M	—	—	—
HBK Sorce Advisory LLC	N/A	—	10,722	-10,722	-100%	$1.8M	—	—	—
MAI Capital Management	N/A	—	10,477	-10,477	-100%	$1.6M	—	—	—
LuminArx Capital Management LP	N/A	—	10,000	-10,000	-100%	$1.5M	—	—	—
Fisher Asset Management, LLC	N/A	—	9,914	-9,914	-100%	$1.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	9,239	-9,239	-100%	$1.4M	—	—	—
Hilltop Holdings Inc.	N/A	—	9,115	-9,115	-100%	$1.4M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	8,750	-8,750	-100%	$1.3M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	8,521	-8,521	-100%	$1.3M	—	—	—
Twin Tree Management, LP	N/A	—	8,376	-8,376	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	8,332	-8,332	-100%	$1.3M	—	—	—
Tidal Investments LLC	N/A	—	8,008	-8,008	-100%	$1.2M	—	—	—
Cerity Partners LLC	N/A	—	7,665	-7,665	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	7,426	-7,426	-100%	$1.1M	—	—	—
Focus Partners Wealth	N/A	—	7,313	-7,313	-100%	$1.1M	—	—	—
Access Financial Services, Inc.	N/A	—	7,105	-7,105	-100%	$1.1M	—	—	—
Essex Financial Services, Inc.	N/A	—	7,036	-7,036	-100%	$1.1M	—	—	—
Banco Santander, S.A.	N/A	—	6,682	-6,682	-100%	$1.0M	—	—	—
Arax Advisory Partners	N/A	—	6,671	-6,671	-100%	$1.0M	—	—	—
Neuberger Berman Group LLC	N/A	—	6,550	-6,550	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,401	-6,401	-100%	$988.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	6,388	-6,388	-100%	$985.3K	—	—	—
Principal Securities, Inc.	N/A	—	6,270	-6,270	-100%	$967.2K	—	—	—
Private Advisor Group, LLC	N/A	—	6,146	-6,146	-100%	$948.1K	—	—	—
Mariner, LLC	N/A	—	5,901	-5,901	-100%	$910.3K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	5,839	-5,839	-100%	$906.8K	—	—	—
Paragon Capital Management LLC	N/A	—	5,772	-5,772	-100%	$890.4K	—	—	—
Turim 21 Investimentos Ltda.	N/A	—	5,683	-5,683	-100%	$1.2M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5,517	-5,517	-100%	$851.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,384	-5,384	-100%	$830.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,361	-5,361	-100%	$827.0K	—	—	—
Hartree Partners, LP	N/A	—	5,000	-5,000	-100%	$857.0K	—	—	—
Captrust Financial Advisors	N/A	—	4,882	-4,882	-100%	$753.1K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	4,871	-4,871	-100%	$751.4K	—	—	—
US Bancorp \de\	N/A	—	4,660	-4,660	-100%	$718.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,302	-4,302	-100%	$663.6K	—	—	—
Berger Financial Group, Inc	N/A	—	4,172	-4,172	-100%	$643.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	4,074	-4,074	-100%	$628.5K	—	—	—
DV Trading LLC	N/A	—	4,039	-4,039	-100%	$623.1K	—	—	—
SIH Partners, Lllp	N/A	—	4,000	-4,000	-100%	$617.0K	—	—	—
CIBC World Market Inc.	N/A	—	3,851	-3,851	-100%	$594.1K	—	—	—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	N/A	—	3,826	-3,826	-100%	$590.2K	—	—	—
Meridian Wealth Advisors, LLC	N/A	—	3,800	-3,800	-100%	$586.2K	—	—	—
Centiva Capital, LP	N/A	—	3,713	-3,713	-100%	$572.8K	—	—	—
Wexford Capital LP	N/A	—	3,639	-3,639	-100%	$561.4K	—	—	—
NewEdge Wealth, LLC	N/A	—	3,617	-3,617	-100%	$557.9K	—	—	—
Legal & General Group Plc	N/A	—	3,565	-3,565	-100%	$553.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,532	-3,532	-100%	$544.8K	—	—	—
AQR Capital Management LLC	N/A	—	3,502	-3,502	-100%	$540.2K	—	—	—
Concorde Financial Corp	N/A	—	3,462	-3,462	-100%	$534.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	3,444	-3,444	-100%	$531.4K	—	—	—
World Investment Advisors	N/A	—	3,403	-3,403	-100%	$618.7K	—	—	—
Headlands Technologies LLC	N/A	—	3,251	-3,251	-100%	$501.5K	—	—	—
Credit Industriel ET Commercial	N/A	—	3,098	-3,098	-100%	$477.9K	—	—	—
LOM Asset Management Ltd	N/A	—	3,050	-3,050	-100%	$470.5K	—	—	—
Pickering Energy Partners LP	N/A	—	3,000	-3,000	-100%	$462.8K	—	—	—
Global Endowment Management, LP	N/A	—	3,000	-3,000	-100%	$463.0K	—	—	—
Bulltick Wealth Management, LLC	N/A	—	2,986	-2,986	-100%	$460.6K	—	—	—
Frisch Financial Group, Inc.	N/A	—	2,985	-2,985	-100%	$460.5K	—	—	—
Argent Trust Co	N/A	—	2,951	-2,951	-100%	$455.2K	—	—	—
Fifth Third Bancorp	N/A	—	2,945	-2,945	-100%	$454.3K	—	—	—
Collaborative Capital Advisors LLC	N/A	—	2,933	-2,933	-100%	$452.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	2,878	-2,878	-100%	$444.0K	—	—	—
Marex Group Ltd	N/A	—	2,865	-2,865	-100%	$442.0K	—	—	—
VAN DEN Berg Management I, Inc	N/A	—	2,816	-2,816	-100%	$434.4K	—	—	—
J. Goldman & Co LP	N/A	—	2,785	-2,785	-100%	$429.6K	—	—	—
Boston Partners	N/A	—	2,775	-2,775	-100%	$428.1K	—	—	—
Cladis Investment Advisory, LLC	N/A	—	2,593	-2,593	-100%	$400.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	2,526	-2,526	-100%	$389.7K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	2,438	-2,438	-100%	$376.1K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	2,361	-2,361	-100%	$364.2K	—	—	—
Quarry LP	N/A	—	2,327	-2,327	-100%	$359.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	2,131	-2,131	-100%	$328.7K	—	—	—
Edgestream Partners, L.P.	N/A	—	2,057	-2,057	-100%	$317.3K	—	—	—
Tyche Wealth Partners LLC	N/A	—	2,028	-2,028	-100%	$312.8K	—	—	—
Fiduciary Counselling Inc	N/A	—	2,022	-2,022	-100%	$311.9K	—	—	—
Nomura Asset Management Co LTD	N/A	—	2,000	-2,000	-100%	$308.5K	—	—	—
BCS Private Wealth Management, Inc.	N/A	—	2,000	-2,000	-100%	$308.5K	—	—	—
D L Carlson Investment Group Inc	N/A	—	1,979	-1,979	-100%	$305.3K	—	—	—
Insight 2811, Inc.	N/A	—	1,949	-1,949	-100%	$300.7K	—	—	—
Independent Advisor Alliance	N/A	—	1,925	-1,925	-100%	$297.0K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,859	-1,859	-100%	$287.0K	—	—	—
Crestmont Private Wealth LLC	N/A	—	1,856	-1,856	-100%	$286.3K	—	—	—
Wealth Alliance, LLC	N/A	—	1,781	-1,781	-100%	$274.7K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	1,770	-1,770	-100%	$273.0K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	1,758	-1,758	-100%	$271.2K	—	—	—
Mission Hills Financial Advisory, LLC	N/A	—	1,716	-1,716	-100%	$264.7K	—	—	—
Barometer Capital Management Inc.	N/A	—	1,700	-1,700	-100%	$262.2K	—	—	—
FMR LLC	N/A	—	1,681	-1,681	-100%	$259.3K	—	—	—
AlphaGrep UK Ltd	N/A	—	1,678	-1,678	-100%	$258.8K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,670	-1,670	-100%	$262.8K	—	—	—
Advisors Preferred, LLC	N/A	—	1,606	-1,606	-100%	$248.4K	—	—	—
IHT Wealth Management, LLC	N/A	—	1,603	-1,603	-100%	$247.3K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	1,582	-1,582	-100%	$244.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	1,564	-1,564	-100%	$241.3K	—	—	—
Western Wealth Management, LLC	N/A	—	1,501	-1,501	-100%	$231.6K	—	—	—
Verition Fund Management LLC	N/A	—	1,489	-1,489	-100%	$229.7K	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	1,482	-1,482	-100%	$228.6K	—	—	—
Scotia Capital Inc.	N/A	—	1,478	-1,478	-100%	$228.0K	—	—	—
Sprott Inc.	N/A	—	1,448	-1,448	-100%	$223.4K	—	—	—
Harbour Investments, Inc.	N/A	—	1,423	-1,423	-100%	$219.5K	—	—	—
Summit Financial, LLC	N/A	—	1,333	-1,333	-100%	$205.6K	—	—	—
Invst, LLC	N/A	—	1,315	-1,315	-100%	$202.9K	—	—	—
AE Wealth Management LLC	N/A	—	1,006	-1,006	-100%	$155.2K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	908	-908	-100%	$140.1K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	878	-878	-100%	$135.4K	—	—	—
Whittier Trust Co	N/A	—	870	-870	-100%	$133.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	800	-800	-100%	$123.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	691	-691	-100%	$106.6K	—	—	—
JTC Employer Solutions Trustee Ltd	N/A	—	660	-660	-100%	$102.0K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	648	-648	-100%	$4.3M	—	—	—
Ancora Advisors LLCA	N/A	—	600	-600	-100%	$92.6K	—	—	—
EFG International AG	N/A	—	600	-600	-100%	$92.6K	—	—	—
Copia Wealth Management	N/A	—	577	-577	-100%	$89.0K	—	—	—
Operose Advisors LLC	N/A	—	480	-480	-100%	$74.1K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	421	-421	-100%	$64.9K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	350	-350	-100%	$54.0K	—	—	—
Winthrop Capital Management, LLC	N/A	—	338	-338	-100%	$52.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	331	-331	-100%	$51.1K	—	—	—
Cheviot Value Management, LLC	N/A	—	325	-325	-100%	$50.1K	—	—	—
Allworth Financial LP	N/A	—	322	-322	-100%	$49.7K	—	—	—
BlackRock, Inc.	N/A	—	316	-316	-100%	$48.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	311	-311	-100%	$48.0K	—	—	—
BFC Planning, Inc.	N/A	—	302	-302	-100%	$46.6K	—	—	—
Hollencrest Capital Management	N/A	—	290	-290	-100%	$44.7K	—	—	—
Ogorek Anthony Joseph	N/A	—	259	-259	-100%	$40.0K	—	—	—
Rothschild Investment LLC	N/A	—	253	-253	-100%	$39.0K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	235	-235	-100%	$36.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	194	-194	-100%	$29.9K	—	—	—
Natixis	N/A	—	189	-189	-100%	$29.2K	—	—	—
Central Trust Co	N/A	—	189	-189	-100%	$29.2K	—	—	—
Blair William & Co	N/A	—	188	-188	-100%	$29.0K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	135	-135	-100%	$21.0K	—	—	—
Crews Bank & Trust	N/A	—	119	-119	-100%	$18.4K	—	—	—
Continuum Advisory, LLC	N/A	—	95	-95	-100%	$14.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	70	-70	-100%	$10.8K	—	—	—
Luminist Capital LLC	N/A	—	55	-55	-100%	$8.5K	—	—	—
Hamrick Investment Counsel, llc	N/A	—	52	-52	-100%	$7.9K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	50	-50	-100%	$7.7K	—	—	—
Howe & Rusling Inc	N/A	—	35	-35	-100%	$5.4K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	31	-31	-100%	$4.8K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	28	-28	-100%	$4.4K	—	—	—
Clearstead Trust, LLC	N/A	—	23	-23	-100%	$3.5K	—	—	—
Swan Capital LLC	N/A	—	21	-21	-100%	$3.2K	—	—	—
Caitlin John, LLC	N/A	—	13	-13	-100%	$2.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	12	-12	-100%	$1.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	11	-11	-100%	$1.7K	—	—	—
Tidemark, LLC	N/A	—	6	-6	-100%	$926	—	—	—
Optiver Holding B.V.	N/A	—	6	-6	-100%	$925	—	—	—
Russell Investments Group, Ltd.	N/A	—	1	-1	-100%	$154	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	1	-1	-100%	$154	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$154	—	—	—

Showing 419 of 419 institutions