IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr BB High Yield Bond (JNK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares4,068,681 from 6,237,851
Change-2,169,170 (-35%)
Value$377.4M (-$223.8M)
Filed 2026-10-21
Japan Science & Technology Agency
UNCHANGED
Shares2,900,000 from 2,900,000
Change0 (0%)
Value$269.0M (-$10.5M)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,582,684 from 1,552,184
Change+30,500 (+2%)
Value$146.6M (-$2.7M)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares1,266,022 from 1,155,226
Change+110,796 (+10%)
Value$116.8K (-$110.6M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares880,283 from 904,163
Change-23,880 (-3%)
Value$81.6M (-$5.5M)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares687,481 from 639,284
Change+48,197 (+8%)
Value$63.8M (+$2.2M)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares420,648 from 420,461
Change+187 (+0%)
Value$39.0M (-$1.5M)
Filed 2026-10-29
CIBC Asset Management Inc
NEW
Shares355,070
Change+355,070
Value$32.9M
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares322,637 from 238,216
Change+84,421 (+35%)
Value$29.9M (+$7.0M)
Filed 2026-10-20
Howard Capital Management, LLC
UNCHANGED
Shares269,034 from 269,034
Change0 (0%)
Value$25.0M (-$973.9K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares244,587 from 218,666
Change+25,921 (+12%)
Value$22.7M (+$1.6M)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares204,000 from 177,000
Change+27,000 (+15%)
Value$18.9M (+$1.9M)
Filed 2026-11-03
Berkshire Money Management, Inc.
INCREASED
Shares183,505 from 174,941
Change+8,564 (+5%)
Value$17.0M (+$161.1K)
Filed 2026-10-21
Silverleafe Capital Partners, LLC
DECREASED
Shares162,993 from 164,073
Change-1,080 (-1%)
Value$15.1M (-$694.1K)
Filed 2026-10-02
Idaho Trust Co
INCREASED
Shares147,147 from 141,661
Change+5,486 (+4%)
Value$13.6M (-$4.0K)
Filed 2026-11-04
Symmetry Partners, LLC
INCREASED
Shares147,122 from 141,573
Change+5,549 (+4%)
Value$13.6M (+$2.2K)
Filed 2026-10-27
Strategic Investment Management, LLC
INCREASED
Shares146,140 from 79,820
Change+66,320 (+83%)
Value$13.6M (+$5.9M)
Filed 2026-10-20
Jessup Wealth Management, Inc
INCREASED
Shares140,066 from 137,830
Change+2,236 (+2%)
Value$13.0M (-$291.6K)
Filed 2026-10-20
Altura Wealth Advisors Inc.
INCREASED
Shares128,891 from 125,451
Change+3,440 (+3%)
Value$12.0M (-$135.1K)
Filed 2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares115,154 from 72,623
Change+42,531 (+59%)
Value$10.7M (+$3.7M)
Filed 2026-10-15
Somnio Financial Group, LLC
INCREASED
Shares110,216 from 107,198
Change+3,018 (+3%)
Value$10.2M (-$108.2K)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares107,362 from 220,374
Change-113,012 (-51%)
Value$10.0K (-$21.2M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares94,805 from 143,897
Change-49,092 (-34%)
Value$8.8K (-$13.9M)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares89,800 from 89,300
Change+500 (+1%)
Value$8.3M (-$276.9K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares85,793 from 75,471
Change+10,322 (+14%)
Value$8.0M (+$684.2K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares69,873 from 65,684
Change+4,189 (+6%)
Value$6.5M (+$166.8K)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares69,401 from 68,824
Change+577 (+1%)
Value$6.4M (-$195.6K)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
DECREASED
Shares68,137 from 72,824
Change-4,687 (-6%)
Value$6.3M (-$698.3K)
Filed 2026-10-29
Prudent Man Advisors, LLC
INCREASED
Shares67,828 from 67,684
Change+144 (+0%)
Value$6.3M (-$231.7K)
Filed 2026-11-03
Apella Capital, LLC
DECREASED
Shares62,561 from 64,333
Change-1,772 (-3%)
Value$5.8M (-$376.0K)
Filed 2026-10-08
Univest Financial Corp
INCREASED
Shares62,132 from 50,759
Change+11,373 (+22%)
Value$5.8M (+$871.1K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares61,198 from 62,534
Change-1,336 (-2%)
Value$5.7M (-$350.2K)
Filed 2026-10-20
Navigation Wealth Management, Inc.
INCREASED
Shares60,275 from 60,130
Change+145 (+0%)
Value$5.6M (-$193.4K)
Filed 2026-11-03
Financial & Tax Architects, LLC
INCREASED
Shares58,838 from 52,290
Change+6,548 (+13%)
Value$5.5M (+$418.1K)
Filed 2026-10-15
Sound Income Strategies, LLC
INCREASED
Shares58,602 from 58,039
Change+563 (+1%)
Value$5.4M (-$159.1K)
Filed 2026-10-09
Milestone Asset Management, LLC
INCREASED
Shares58,557 from 11,939
Change+46,618 (+390%)
Value$5.4M (+$4.3M)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares57,083 from 45,822
Change+11,261 (+25%)
Value$5.3M (+$878.6K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares52,324 from 48,499
Change+3,825 (+8%)
Value$4.9M (+$179.2K)
Filed 2026-10-28
Graetz Wealth LLC
INCREASED
Shares51,983 from 42,157
Change+9,826 (+23%)
Value$4.8M (+$758.8K)
Filed 2026-10-27
Vontobel Holding Ltd.
DECREASED
Shares47,996 from 48,849
Change-853 (-2%)
Value$4.5M (-$255.9K)
Filed 2026-10-16
Sumitomo Mitsui Trust Group, Inc.
NEW
Shares47,000
Change+47,000
Value$4.4M
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares45,977 from 42,878
Change+3,099 (+7%)
Value$4.3M (+$132.2K)
Filed 2026-10-28
Windsor Capital Management, LLC
DECREASED
Shares44,039 from 44,472
Change-433 (-1%)
Value$4.1M (-$201.2K)
Filed 2026-10-13
Global Trust Wealth Management LLC
INCREASED
Shares42,169 from 41,916
Change+253 (+1%)
Value$3.9M (-$128.3K)
Filed 2026-10-14
Thrive Capital Management, LLC
INCREASED
Shares38,585 from 25,332
Change+13,253 (+52%)
Value$3.6M (+$1.1M)
Filed 2026-10-28
Calamos Advisors LLC
UNCHANGED
Shares37,365 from 37,365
Change0 (0%)
Value$3.5M (-$135.3K)
Filed 2026-11-02
Nilsine Partners, LLC
INCREASED
Shares36,325 from 35,398
Change+927 (+3%)
Value$3.4M (-$42.2K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares34,470 from 27,001
Change+7,469 (+28%)
Value$3.2M (+$595.0K)
Filed 2026-10-22
RFG Advisory, LLC
DECREASED
Shares34,144 from 34,464
Change-320 (-1%)
Value$3.2M (-$154.4K)
Filed 2026-11-03
Garner Asset Management Corp
INCREASED
Shares33,753 from 30,751
Change+3,002 (+10%)
Value$3.1M (+$164.1K)
Filed 2026-10-30
Harbour Trust & Investment Management Co
INCREASED
Shares31,091 from 29,285
Change+1,806 (+6%)
Value$2.9M (+$61.5K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares30,510 from 32,494
Change-1,984 (-6%)
Value$2.8M (-$301.6K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares30,070 from 30,116
Change-46 (0%)
Value$2.8M (-$113.4K)
Filed 2026-11-05
Ti-Trust, Inc
INCREASED
Shares28,129 from 26,995
Change+1,134 (+4%)
Value$2.6M (+$7.5K)
Filed 2026-10-21
LightSquare Wealth Management, LLC
INCREASED
Shares27,335 from 24,924
Change+2,411 (+10%)
Value$2.5M (+$133.4K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
DECREASED
Shares26,840 from 51,208
Change-24,368 (-48%)
Value$2.5M (-$2.4M)
Filed 2026-10-13
Blue Fin Capital, Inc.
DECREASED
Shares26,363 from 27,078
Change-715 (-3%)
Value$2.4M (-$164.3K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares26,283 from 56,197
Change-29,914 (-53%)
Value$2.4M (-$3.0M)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares25,578 from 30,732
Change-5,154 (-17%)
Value$2.4M (-$589.4K)
Filed 2026-10-08
Financial Partners Group, Inc
DECREASED
Shares24,667 from 27,036
Change-2,369 (-9%)
Value$2.3M (-$317.6K)
Filed 2026-10-19
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares24,035 from 19,240
Change+4,795 (+25%)
Value$2.2M (+$375.1K)
Filed 2026-10-22
Mariner Investment Group LLC
NEW
Shares23,000
Change+23,000
Value$2.1M
Filed 2026-11-04
Stephenson & Company, Inc.
INCREASED
Shares21,754 from 21,208
Change+546 (+3%)
Value$2.0M (-$26.1K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares21,607 from 18,581
Change+3,026 (+16%)
Value$2.0M (+$213.4K)
Filed 2026-10-28
Caldwell Trust Co
INCREASED
Shares20,853 from 18,980
Change+1,873 (+10%)
Value$1.9M (+$105.0K)
Filed 2026-10-30
Prentice Wealth Management LLC
NEW
Shares19,026
Change+19,026
Value$1.8M
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares18,789 from 19,517
Change-728 (-4%)
Value$1.7M (-$138.1K)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares18,672 from 18,307
Change+365 (+2%)
Value$1.7M (-$32.4K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares18,346 from 16,838
Change+1,508 (+9%)
Value$1.7M (+$78.9K)
Filed 2026-10-23
Aspire Private Capital, LLC
DECREASED
Shares17,940 from 83,655
Change-65,715 (-79%)
Value$1.7M (-$6.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,858 from 19,885
Change-2,027 (-10%)
Value$1.7M (-$251.6K)
Filed 2026-10-13
KFG LLC
NEW
Shares17,631
Change+17,631
Value$1.6M
Filed 2026-11-02
Sincerus Advisory, LLC
DECREASED
Shares16,798 from 19,978
Change-3,180 (-16%)
Value$1.6M (-$367.2K)
Filed 2026-10-09
Private Client Services, LLC
INCREASED
Shares16,602 from 16,149
Change+453 (+3%)
Value$1.5M (-$16.4K)
Filed 2026-10-02
Kelsey Financial, LLC
DECREASED
Shares15,950 from 16,244
Change-294 (-2%)
Value$1.5M (-$86.1K)
Filed 2026-10-28
Sunbeam Capital Management, LLC
INCREASED
Shares15,502 from 15,499
Change+3 (+0%)
Value$1.4M (-$55.9K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares15,400 from 17,421
Change-2,021 (-12%)
Value$1.4M (-$250.6K)
Filed 2026-10-29
Aletheian Wealth Advisors LLC
INCREASED
Shares14,844 from 12,739
Change+2,105 (+17%)
Value$1.4M (+$149.2K)
Filed 2026-10-08
White Lighthouse Investment Management Inc.
INCREASED
Shares14,204 from 13,903
Change+301 (+2%)
Value$1.3M (-$22.4K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares14,021 from 15,970
Change-1,949 (-12%)
Value$1.3M (-$238.5K)
Filed 2026-11-02
Capital CS Group, LLC
DECREASED
Shares13,539 from 14,732
Change-1,193 (-8%)
Value$1.3M (-$164.0K)
Filed 2026-10-29
Lynx Investment Advisory
DECREASED
Shares13,472 from 17,359
Change-3,887 (-22%)
Value$1.2M (-$423.4K)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares13,040 from 319,246
Change-306,206 (-96%)
Value$1.2M (-$29.6M)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares13,020 from 12,056
Change+964 (+8%)
Value$1.2M (+$45.7K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED
Shares12,109 from 12,151
Change-42 (0%)
Value$1.1M (-$47.9K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares11,983 from 11,379
Change+604 (+5%)
Value$1.1M (+$14.8K)
Filed 2026-10-23
Raleigh Capital Management Inc.
DECREASED
Shares11,773 from 52,261
Change-40,488 (-77%)
Value$1.1M (-$3.9M)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares11,662 from 11,883
Change-221 (-2%)
Value$1.1M (-$63.6K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares11,261 from 7,458
Change+3,803 (+51%)
Value$1.0M (+$325.7K)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares11,235 from 11,326
Change-91 (-1%)
Value$1.0M (-$49.4K)
Filed 2026-10-19
Landmark Wealth Management, Inc.
DECREASED
Shares11,090 from 61,598
Change-50,508 (-82%)
Value$1.0M (-$4.9M)
Filed 2026-11-04
Pinnacle Associates LTD
UNCHANGED
Shares10,787 from 10,787
Change0 (0%)
Value$1.0M (-$39.1K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares10,405 from 9,893
Change+512 (+5%)
Value$965.1K (+$11.7K)
Filed 2026-10-26
Freedom Financial Partners LLC
INCREASED
Shares10,141 from 9,598
Change+543 (+6%)
Value$940.6K (+$15.6K)
Filed 2026-10-19
Hourglass Capital, LLC
INCREASED
Shares9,800 from 9,700
Change+100 (+1%)
Value$909.0K (-$25.8K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED
Shares9,410 from 1,638,298
Change-1,628,888 (-99%)
Value$872.8K (-$157.0M)
Filed 2026-10-29
Stanich Group LLC
NEW
Shares9,378
Change+9,378
Value$869.7K
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
NEW
Shares8,915
Change+8,915
Value$826.6K
Filed 2026-10-27
Diversify Wealth Management, LLC
DECREASED
Shares8,739 from 9,622
Change-883 (-9%)
Value$809.7K (-$108.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares8,739 from 9,622
Change-883 (-9%)
Value$809.7K (-$108.9K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares8,640 from 8,039
Change+601 (+7%)
Value$801.3K (+$26.6K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares8,535 from 8,529
Change+6 (+0%)
Value$791.6K (-$30.3K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares8,319 from 8,303
Change+16 (+0%)
Value$771.7K (-$28.6K)
Filed 2026-11-04
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares8,122 from 7,379
Change+743 (+10%)
Value$753.3K (+$42.2K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED
Shares7,933 from 7,859
Change+74 (+1%)
Value$735.8K (-$21.6K)
Filed 2026-10-29
Rossby Financial, LCC
DECREASED
Shares7,706 from 25,747
Change-18,041 (-70%)
Value$714.7K (-$1.8M)
Filed 2026-11-05
Eddie Patel Inc
INCREASED
Shares7,691 from 5,061
Change+2,630 (+52%)
Value$713.3K (+$225.5K)
Filed 2026-11-02
TFB Advisors LLC
DECREASED
Shares7,612 from 20,294
Change-12,682 (-62%)
Value$706.0K (-$1.2M)
Filed 2026-11-02
Uptown Financial Advisors LLC
DECREASED
Shares7,557 from 7,823
Change-266 (-3%)
Value$700.9K (-$53.1K)
Filed 2026-10-15
Arta Finance Wealth Management LLC
INCREASED
Shares7,074 from 6,892
Change+182 (+3%)
Value$652.4K (-$8.2K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares7,032 from 8,454
Change-1,422 (-17%)
Value$652.2K (-$162.5K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares7,011 from 9,638
Change-2,627 (-27%)
Value$650.3K (-$278.5K)
Filed 2026-10-22
Probity Advisors, Inc.
DECREASED
Shares6,963 from 6,965
Change-2 (0%)
Value$645.8K (-$25.4K)
Filed 2026-10-23
Livet Wealth, LLC
INCREASED
Shares6,915 from 6,835
Change+80 (+1%)
Value$641.4K (-$17.3K)
Filed 2026-10-27
Sharper & Granite LLC
DECREASED
Shares6,867 from 6,872
Change-5 (0%)
Value$657.3K (-$4.9K)
Filed 2026-11-02
Virtue Capital Management, LLC
DECREASED
Shares6,731 from 14,761
Change-8,030 (-54%)
Value$624.3K (-$798.2K)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares6,704 from 3,716
Change+2,988 (+80%)
Value$621.8K (+$263.7K)
Filed 2026-10-22
KFA Private Wealth Group, LLC
DECREASED
Shares6,541 from 6,915
Change-374 (-5%)
Value$606.7K (-$59.8K)
Filed 2026-10-07
Joel Isaacson & Co., LLC
INCREASED
Shares6,527 from 6,502
Change+25 (+0%)
Value$605.3K (-$21.2K)
Filed 2026-11-05
Auour Investments LLC
DECREASED
Shares6,509 from 6,714
Change-205 (-3%)
Value$603.7K (-$43.3K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares6,244 from 6,500
Change-256 (-4%)
Value$579.2K (-$47.3K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares6,152 from 8,004
Change-1,852 (-23%)
Value$570.6K (-$200.7K)
Filed 2026-10-29
Lodestar Private Asset Management LLC
DECREASED
Shares6,111 from 7,623
Change-1,512 (-20%)
Value$566.8K (-$167.8K)
Filed 2026-10-26
Inscription Capital, LLC
INCREASED
Shares6,099 from 6,038
Change+61 (+1%)
Value$565.7K (-$16.2K)
Filed 2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares6,052 from 5,390
Change+662 (+12%)
Value$561.3K (+$41.9K)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares5,922 from 5,942
Change-20 (0%)
Value$549.2K (-$23.4K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares5,909 from 6,036
Change-127 (-2%)
Value$548.1K (-$33.7K)
Filed 2026-11-04
WBH Advisory Inc
NEW
Shares5,861
Change+5,861
Value$543.6K
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares5,789
Change+5,789
Value$534
Filed 2026-11-03
Noesis Capital Mangement Corp
INCREASED
Shares5,682 from 5,429
Change+253 (+5%)
Value$527.0K (+$3.8K)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
DECREASED
Shares5,663 from 7,137
Change-1,474 (-21%)
Value$525.2K (-$162.6K)
Filed 2026-11-04
Wealth Advisory Solutions, LLC
INCREASED
Shares5,627 from 5,611
Change+16 (+0%)
Value$521.9K (-$18.8K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares5,479 from 5,628
Change-149 (-3%)
Value$508.2K (-$34.2K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
INCREASED
Shares5,379 from 5,319
Change+60 (+1%)
Value$498.9K (-$13.6K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED
Shares5,308 from 5,308
Change0 (0%)
Value$492.3K (-$19.2K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares5,238 from 5,099
Change+139 (+3%)
Value$485.8K (-$5.6K)
Filed 2026-10-22
DecisionMap Wealth Management, LLC
DECREASED
Shares5,226 from 5,501
Change-275 (-5%)
Value$484.7K (-$45.4K)
Filed 2026-10-29
FSA Wealth Partners, Inc.
INCREASED
Shares5,122 from 4,479
Change+643 (+14%)
Value$475.1K (+$43.4K)
Filed 2026-10-26
Fullerton Advisors, LLC
INCREASED
Shares5,084 from 4,607
Change+477 (+10%)
Value$471.5K (+$27.6K)
Filed 2026-10-14
Yoffe Investment Management, LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$454.9K (-$17.8K)
Filed 2026-11-02
Washington Trust Bank
INCREASED
Shares4,789 from 2,136
Change+2,653 (+124%)
Value$444.2K (+$238.3K)
Filed 2026-11-03
Prosperity Planning, Inc.
NEW
Shares4,547
Change+4,547
Value$421.7K
Filed 2026-10-09
October Effect Ltd
INCREASED
Shares4,506 from 4,415
Change+91 (+2%)
Value$417.9K (-$7.5K)
Filed 2026-10-20
Activest Wealth Management
INCREASED
Shares4,406 from 1,257
Change+3,149 (+251%)
Value$408.7K (+$287.6K)
Filed 2026-10-15
Apollon Financial, LLC
DECREASED
Shares4,382 from 4,574
Change-192 (-4%)
Value$406.4K (-$34.4K)
Filed 2026-10-23
Global Financial Private Client, LLC
DECREASED
Shares4,293 from 7,673
Change-3,380 (-44%)
Value$398.2K (-$341.3K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares4,266 from 2,887
Change+1,379 (+48%)
Value$397.5K (+$119.4K)
Filed 2026-11-03
Single Point Partners, LLC
DECREASED
Shares4,241 from 4,349
Change-108 (-2%)
Value$393.3K (-$25.8K)
Filed 2026-10-19
Intergy Private Wealth, LLC
INCREASED
Shares4,233 from 3,909
Change+324 (+8%)
Value$392.7K (+$16.0K)
Filed 2026-10-16
Alterna Wealth Management, Inc
NEW
Shares4,224
Change+4,224
Value$391.8K
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares4,188 from 4,859
Change-671 (-14%)
Value$388.4K (-$79.8K)
Filed 2026-10-20
Keystone Wealth Services, LLC
INCREASED
Shares4,118 from 4,055
Change+63 (+2%)
Value$382.6K (-$8.1K)
Filed 2026-11-03
Csenge Advisory Group
DECREASED
Shares4,083 from 35,396
Change-31,313 (-88%)
Value$378.7K (-$3.0M)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$373.8K (-$14.6K)
Filed 2026-10-22
King Luther Capital Management Corp
INCREASED
Shares4,008 from 3,947
Change+61 (+2%)
Value$371.7K (-$8.7K)
Filed 2026-11-05
MPS Loria Financial Planners, LLC
INCREASED
Shares3,986 from 2,929
Change+1,057 (+36%)
Value$369.7K (+$87.5K)
Filed 2026-10-14
Balefire, LLC
DECREASED
Shares3,904 from 30,817
Change-26,913 (-87%)
Value$362.1K (-$2.6M)
Filed 2026-10-09
Roman Butler Fullerton & Co
INCREASED
Shares3,879 from 2,477
Change+1,402 (+57%)
Value$357.9K (+$123.6K)
Filed 2026-10-27
Tower Trust & Investment Co
UNCHANGED
Shares3,838 from 3,838
Change0 (0%)
Value$356.0K (-$13.9K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
UNCHANGED
Shares3,809 from 3,809
Change0 (0%)
Value$353.3K (-$13.8K)
Filed 2026-10-27
Legacy Wealth Partners, LLC
DECREASED
Shares3,770 from 17,608
Change-13,838 (-79%)
Value$349.7K (-$1.3M)
Filed 2026-10-15
CX Institutional
INCREASED
Shares3,765 from 3,710
Change+55 (+1%)
Value$349 (-$9)
Filed 2026-10-02
Peak Financial Management, Inc.
DECREASED
Shares3,757 from 3,787
Change-30 (-1%)
Value$348.5K (-$16.5K)
Filed 2026-10-16
Lockerman Financial Group, Inc.
DECREASED
Shares3,624 from 15,916
Change-12,292 (-77%)
Value$336.2K (-$1.2M)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares3,583 from 3,071
Change+512 (+17%)
Value$332.3K (+$36.4K)
Filed 2026-10-16
AFG Fiduciary Services Limited Partnership
UNCHANGED
Shares3,581 from 3,581
Change0 (0%)
Value$331.8K (-$11.9K)
Filed 2026-10-21
John W. Brooker & Co., CPAs
INCREASED
Shares3,459 from 3,347
Change+112 (+3%)
Value$320.8K (-$1.7K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
UNCHANGED
Shares3,403 from 3,403
Change0 (0%)
Value$315.6K (-$12.3K)
Filed 2026-10-13
Vista Investment Partners II, LLC
INCREASED
Shares3,400 from 3,297
Change+103 (+3%)
Value$315.4K (-$2.4K)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares3,384 from 3,430
Change-46 (-1%)
Value$313.9K (-$16.7K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$307.9K (-$12.0K)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
INCREASED
Shares3,260 from 3,255
Change+5 (+0%)
Value$302.4K (-$11.3K)
Filed 2026-10-28
AlphaCentric Advisors LLC
DECREASED
Shares3,132 from 3,424
Change-292 (-9%)
Value$290.5K (-$39.5K)
Filed 2026-11-03
BAM Wealth Management, LLC
NEW
Shares3,030
Change+3,030
Value$281.0K
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares2,975 from 2,566
Change+409 (+16%)
Value$275.9K (+$28.7K)
Filed 2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED
Shares2,947 from 5,184
Change-2,237 (-43%)
Value$273.3K (-$226.2K)
Filed 2026-10-29
Post Resch Tallon Group Inc.
DECREASED
Shares2,852 from 2,981
Change-129 (-4%)
Value$264.5K (-$22.8K)
Filed 2026-10-09
Citizens Financial Group Inc
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$256.5K (-$10.0K)
Filed 2026-10-23
Smithbridge Asset Management Inc
UNCHANGED
Shares2,711 from 2,711
Change0 (0%)
Value$251.4K (-$9.8K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
NEW
Shares2,675
Change+2,675
Value$248.1K
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,662 from 3,049
Change-387 (-13%)
Value$246.9K (-$46.9K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares2,593 from 3,265
Change-672 (-21%)
Value$240.5K (-$74.2K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares2,512 from 2,404
Change+108 (+4%)
Value$233.0K (+$1.3K)
Filed 2026-11-03
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares2,440 from 3,440
Change-1,000 (-29%)
Value$226.3K (-$105.2K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
DECREASED
Shares2,433 from 2,485
Change-52 (-2%)
Value$225.7K (-$13.8K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares2,413 from 3,822
Change-1,409 (-37%)
Value$223.8K (-$144.5K)
Filed 2026-11-05
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,401 from 2,401
Change0 (0%)
Value$222.7K (-$8.7K)
Filed 2026-11-02
Proathlete Wealth Management LLC
UNCHANGED
Shares2,371 from 2,371
Change0 (0%)
Value$219.9K (-$8.6K)
Filed 2026-10-15
Diversified Enterprises, LLC
NEW
Shares2,344
Change+2,344
Value$217.4K
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
DECREASED
Shares2,333 from 3,168
Change-835 (-26%)
Value$216.4K (-$88.9K)
Filed 2026-11-02
Inman Jager Wealth Management, LLC
NEW
Shares2,326
Change+2,326
Value$215.7K
Filed 2026-11-05
FF Advisors,LLC
DECREASED
Shares2,281 from 2,552
Change-271 (-11%)
Value$211.6K (-$34.4K)
Filed 2026-10-21
Accurate Wealth Management, LLC
DECREASED
Shares2,249 from 2,613
Change-364 (-14%)
Value$208.4K (-$42.3K)
Filed 2026-10-20
Beacon Financial Group
DECREASED
Shares2,229 from 2,231
Change-2 (0%)
Value$206.7K (-$8.3K)
Filed 2026-10-19
HB Wealth Management, LLC
DECREASED
Shares2,193 from 2,516
Change-323 (-13%)
Value$203.4K (-$39.2K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares1,722 from 2,223
Change-501 (-23%)
Value$159.7K (-$54.5K)
Filed 2026-11-04
Realta Investment Advisors
DECREASED
Shares1,651 from 2,920
Change-1,269 (-43%)
Value$153.1K (-$128.3K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares1,603 from 938
Change+665 (+71%)
Value$149.3K (+$58.9K)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares1,379 from 1,469
Change-90 (-6%)
Value$127.9K (-$13.7K)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares1,231
Change+1,231
Value$113.7K
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,207 from 1,250
Change-43 (-3%)
Value$111.9K (-$8.6K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares1,126 from 1,196
Change-70 (-6%)
Value$104.4K (-$10.8K)
Filed 2026-11-05
Pacifica Partners Inc.
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$103.9K (-$4.2K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$101.5K (-$3.9K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares1,031 from 4,986
Change-3,955 (-79%)
Value$95.6K (-$384.9K)
Filed 2026-10-08
Richardson Financial Services Inc.
DECREASED
Shares960 from 12,546
Change-11,586 (-92%)
Value$89.1K (-$1.1M)
Filed 2026-10-30
EPG Wealth Management LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$85.3K (-$3.3K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$71.5K (-$2.8K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$59.7K (-$2.3K)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
INCREASED
Shares507 from 497
Change+10 (+2%)
Value$47.0K (-$872)
Filed 2026-10-16
Triumph Capital Management
DECREASED
Shares496 from 921
Change-425 (-46%)
Value$46.0K (-$42.8K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$45.4K (-$1.8K)
Filed 2026-10-27
Valley Wealth Managers, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$37.4K (-$1.5K)
Filed 2026-10-09
Global Trust Asset Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.1K (-$1.4K)
Filed 2026-10-19
Eastern Bank
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$35.2K (-$1.4K)
Filed 2026-10-05
Olistico Wealth, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$34.5K (-$1.3K)
Filed 2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$33 (-$35.0K)
Filed 2026-10-14
Beacon Capital Management, Inc.
INCREASED
Shares355 from 336
Change+19 (+6%)
Value$32.9K (+$546)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares331 from 326
Change+5 (+2%)
Value$30.7K (-$722)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$28.0K (-$1.1K)
Filed 2026-10-08
DT Investment Partners, LLC
NEW
Shares300
Change+300
Value$27.8K
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares294 from 317
Change-23 (-7%)
Value$27.3K (-$3.3K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$24.4K (-$952)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$23.6K (-$919)
Filed 2026-10-13
Joseph Group Capital Management
DECREASED
Shares252 from 2,647
Change-2,395 (-90%)
Value$23.4K (-$231.7K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares251
Change+251
Value$23.3K
Filed 2026-10-09
Evolution Wealth Management Inc.
DECREASED
Shares251 from 318
Change-67 (-21%)
Value$23.3K (-$7.4K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares234
Change+234
Value$21.7K
Filed 2026-11-03
Gen-Wealth Partners Inc
INCREASED
Shares226 from 221
Change+5 (+2%)
Value$21.0K (-$340)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares222
Change+222
Value$20.6K
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$20.4K (-$796)
Filed 2026-10-26
1620 Investment Advisors, Inc.
DECREASED
Shares205 from 305
Change-100 (-33%)
Value$19.0K (-$10.4K)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.6K (-$724)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares198 from 214
Change-16 (-7%)
Value$18.4K (-$2.3K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$15.8K (-$615)
Filed 2026-10-09
Jacobi Capital Management LLC
NEW
Shares165
Change+165
Value$15.3K
Filed 2026-11-05
Reap Financial Group, LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$12.7K (-$496)
Filed 2026-11-02
Signature Equity Partners, LLC
DECREASED
Shares136 from 484
Change-348 (-72%)
Value$12.6K (-$34.1K)
Filed 2026-10-29
Rakuten Securities, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$12.5K (-$489)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$11.5K (-$449)
Filed 2026-10-15
Ashton Thomas Securities, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$10.2K (-$398)
Filed 2026-10-26
Davis Capital Management
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$9.6K (-$377)
Filed 2026-10-08
Summit Securities Group LLC
NEW
Shares99
Change+99
Value$9.2K
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED
Shares92 from 90
Change+2 (+2%)
Value$8.6K (-$188)
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$7.7K (-$301)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares80
Change+80
Value$7.5K
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$7.1K (-$278)
Filed 2026-10-21
Richardson Capital Management LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.7K (-$261)
Filed 2026-10-23
Bank of New Hampshire
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$6.1K (-$238)
Filed 2026-10-06
JFS Wealth Advisors, LLC
NEW
Shares60
Change+60
Value$5.6K
Filed 2026-11-03
Ascentis Wealth Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.3K (-$206)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.9K (-$191)
Filed 2026-10-30
Markowski Investments
DECREASED
Shares50 from 68
Change-18 (-26%)
Value$4.6K (-$1.9K)
Filed 2026-10-30
Nemes Rush Group LLC
NEW
Shares45
Change+45
Value$4.2K
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares39 from 52
Change-13 (-25%)
Value$3.6K (-$1.4K)
Filed 2026-10-30
Tsfg, LLC
INCREASED
Shares34 from 33
Change+1 (+3%)
Value$3 ($0)
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares32 from 307
Change-275 (-90%)
Value$3.0K (-$26.6K)
Filed 2026-10-13
Navigoe, LLC
NEW
Shares31
Change+31
Value$2
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares31 from 363
Change-332 (-91%)
Value$2.9K (-$32.1K)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.8K (-$108)
Filed 2026-10-20
Friedenthal Financial
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.9K (-$76)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.8K (-$69)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.4K (-$55)
Filed 2026-10-05
Birch Financial Group, LLC
NEW
Shares12
Change+12
Value$1.1K
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares11 from 109
Change-98 (-90%)
Value$1 (-$10)
Filed 2026-10-30
Regions Financial Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1 ($0)
Filed 2026-11-05
Wilkerson Advisory Group LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$968 (-$21)
Filed 2026-10-20
Concord Wealth Partners
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$968 (-$21)
Filed 2026-11-02
City Holding Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$927 (-$36)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$789 (-$31)
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$741 (-$30)
Filed 2026-10-16
Key Capital Management, Inc
DECREASED
Shares1 from 43
Change-42 (-98%)
Value$93 (-$4.1K)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$93 (-$100)
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$92 (-$5)
Filed 2026-10-26
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 1,760,824
Change-1,760,824 (-100%)
Value$0 (-$169.7M)
Filed 2026-10-21
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 875,415
Change-875,415 (-100%)
Value$0 (-$84.4M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 86,665
Change-86,665 (-100%)
Value$0 (-$8.4M)
Filed 2026-11-05
AXS Investments LLC
CLOSED
Shares0 from 17,810
Change-17,810 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 16,322
Change-16,322 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-21
Florin Court Capital LLP
CLOSED
Shares0 from 16,100
Change-16,100 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Ascent Group, LLC
CLOSED
Shares0 from 15,214
Change-15,214 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-30
International Private Wealth Advisors LLC
CLOSED
Shares0 from 10,304
Change-10,304 (-100%)
Value$0 (-$993.0K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
CLOSED
Shares0 from 8,875
Change-8,875 (-100%)
Value$0 (-$854.0K)
Filed 2026-10-28
Global View Capital Management LLC
CLOSED
Shares0 from 8,596
Change-8,596 (-100%)
Value$0 (-$828.4K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 8,495
Change-8,495 (-100%)
Value$0 (-$818.7K)
Filed 2026-10-29
Atria Investments, Inc
CLOSED
Shares0 from 8,118
Change-8,118 (-100%)
Value$0 (-$782.3K)
Filed 2026-10-15
WealthPoint Financial, LLC
CLOSED
Shares0 from 7,812
Change-7,812 (-100%)
Value$0 (-$752.8K)
Filed 2026-11-03
Balboa Wealth Partners
CLOSED
Shares0 from 6,847
Change-6,847 (-100%)
Value$0 (-$659.8K)
Filed 2026-10-20
United Advisor Group, LLC
CLOSED
Shares0 from 6,274
Change-6,274 (-100%)
Value$0 (-$604.6K)
Filed 2026-11-03
Global Assets Advisory, LLC
CLOSED
Shares0 from 4,596
Change-4,596 (-100%)
Value$0 (-$440.5K)
Filed 2026-10-28
Smart Wealth LLC
CLOSED
Shares0 from 4,115
Change-4,115 (-100%)
Value$0 (-$396.5K)
Filed 2026-11-04
Surience Private Wealth LLC
CLOSED
Shares0 from 4,100
Change-4,100 (-100%)
Value$0 (-$395.1K)
Filed 2026-10-16
Meridian Wealth Management, LLC
CLOSED
Shares0 from 3,689
Change-3,689 (-100%)
Value$0 (-$355.5K)
Filed 2026-11-05
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 3,207
Change-3,207 (-100%)
Value$0 (-$309.1K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 2,953
Change-2,953 (-100%)
Value$0 (-$284.6K)
Filed 2026-10-13
Sterling Investment Counsel, LLC
CLOSED
Shares0 from 2,895
Change-2,895 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-19
Arwa LLC
CLOSED
Shares0 from 2,872
Change-2,872 (-100%)
Value$0 (-$276.0K)
Filed 2026-10-21
First Heartland Consultants, Inc.
CLOSED
Shares0 from 2,710
Change-2,710 (-100%)
Value$0 (-$261.2K)
Filed 2026-10-08
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 2,647
Change-2,647 (-100%)
Value$0 (-$255.1K)
Filed 2026-10-26
Integrated Capital Management, LLC
CLOSED
Shares0 from 2,646
Change-2,646 (-100%)
Value$0 (-$255.0K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 2,530
Change-2,530 (-100%)
Value$0 (-$243.8K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 2,530
Change-2,530 (-100%)
Value$0 (-$243.8K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 2,497
Change-2,497 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-21
J2 Capital Management Inc
CLOSED
Shares0 from 2,457
Change-2,457 (-100%)
Value$0 (-$236.8K)
Filed 2026-10-19
Absolute Capital Management, LLC
CLOSED
Shares0 from 2,456
Change-2,456 (-100%)
Value$0 (-$236.7K)
Filed 2026-10-16
Kelly Financial Services LLC
CLOSED
Shares0 from 2,202
Change-2,202 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-20
Advisor Resource Council
CLOSED
Shares0 from 2,184
Change-2,184 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 2,184
Change-2,184 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 2,164
Change-2,164 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-30
Legacy Financial Independent Advisors LLC
CLOSED
Shares0 from 2,139
Change-2,139 (-100%)
Value$0 (-$206.1K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 2,113
Change-2,113 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-30
Focus Financial Network, Inc.
CLOSED
Shares0 from 2,078
Change-2,078 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$86.1K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$71.4K)
Filed 2026-10-16
Dorato Capital Management
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-08
True Wealth Design, LLC
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$16.0K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$9.0K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-14
Founders Capital Management
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
Networth Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$289)
Filed 2026-11-03
State Street Corp
N/A
Shares— from 13,671,856
Change-13,671,856 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,892,599
Change-5,892,599 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 5,682,623
Change-5,682,623 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,697,516
Change-3,697,516 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,246,389
Change-2,246,389 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,085,074
Change-2,085,074 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,471,434
Change-1,471,434 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,471,100
Change-1,471,100 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,248,169
Change-1,248,169 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,082,845
Change-1,082,845 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 819,437
Change-819,437 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 796,681
Change-796,681 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 715,074
Change-715,074 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 646,020
Change-646,020 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 593,914
Change-593,914 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 520,000
Change-520,000 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 512,966
Change-512,966 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 505,738
Change-505,738 (-100%)
Value—
UBS Group AG
N/A
Shares— from 486,469
Change-486,469 (-100%)
Value—
Aristotle Pacific Capital, LLC
N/A
Shares— from 395,000
Change-395,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 353,834
Change-353,834 (-100%)
Value—
Toews Corp
N/A
Shares— from 330,000
Change-330,000 (-100%)
Value—
Allstate Corp
N/A
Shares— from 316,000
Change-316,000 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 304,019
Change-304,019 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 277,601
Change-277,601 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 260,785
Change-260,785 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 260,490
Change-260,490 (-100%)
Value—
CNO Financial Group, Inc.
N/A
Shares— from 259,200
Change-259,200 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 256,263
Change-256,263 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 211,662
Change-211,662 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 199,845
Change-199,845 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 195,282
Change-195,282 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 162,534
Change-162,534 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 161,700
Change-161,700 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 161,632
Change-161,632 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 138,427
Change-138,427 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 138,001
Change-138,001 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 133,948
Change-133,948 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 132,363
Change-132,363 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 129,523
Change-129,523 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 112,735
Change-112,735 (-100%)
Value—
Prudential PLC
N/A
Shares— from 110,004
Change-110,004 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 93,515
Change-93,515 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 88,483
Change-88,483 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 85,430
Change-85,430 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 85,344
Change-85,344 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 83,892
Change-83,892 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 81,433
Change-81,433 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 80,643
Change-80,643 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 75,138
Change-75,138 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 70,056
Change-70,056 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 68,841
Change-68,841 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 68,702
Change-68,702 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 68,497
Change-68,497 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 67,721
Change-67,721 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 65,704
Change-65,704 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 63,858
Change-63,858 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 61,641
Change-61,641 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 59,358
Change-59,358 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 55,606
Change-55,606 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 54,636
Change-54,636 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 53,800
Change-53,800 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 52,833
Change-52,833 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 51,278
Change-51,278 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 50,383
Change-50,383 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 50,132
Change-50,132 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 46,575
Change-46,575 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 44,363
Change-44,363 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 44,117
Change-44,117 (-100%)
Value—
Little Harbor Advisors, LLC
N/A
Shares— from 43,543
Change-43,543 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 43,304
Change-43,304 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 42,193
Change-42,193 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 42,069
Change-42,069 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 42,042
Change-42,042 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 41,170
Change-41,170 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 40,340
Change-40,340 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 39,856
Change-39,856 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 39,683
Change-39,683 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 38,779
Change-38,779 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 38,539
Change-38,539 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 36,384
Change-36,384 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 33,958
Change-33,958 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,498
Change-33,498 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,782
Change-32,782 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,693
Change-32,693 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 32,417
Change-32,417 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 31,859
Change-31,859 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 31,322
Change-31,322 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 31,134
Change-31,134 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 30,900
Change-30,900 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 30,040
Change-30,040 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,930
Change-29,930 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 29,204
Change-29,204 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,904
Change-28,904 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 27,625
Change-27,625 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 26,791
Change-26,791 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 25,808
Change-25,808 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,570
Change-24,570 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 23,126
Change-23,126 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 22,878
Change-22,878 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,742
Change-22,742 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,671
Change-22,671 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 20,843
Change-20,843 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 20,837
Change-20,837 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20,490
Change-20,490 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 20,469
Change-20,469 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 19,510
Change-19,510 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 18,757
Change-18,757 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 18,703
Change-18,703 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,691
Change-18,691 (-100%)
Value—
&partners
N/A
Shares— from 17,969
Change-17,969 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 16,883
Change-16,883 (-100%)
Value—
Nwam LLC
N/A
Shares— from 16,675
Change-16,675 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 16,531
Change-16,531 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 16,319
Change-16,319 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,647
Change-15,647 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 15,256
Change-15,256 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 14,934
Change-14,934 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,783
Change-14,783 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 14,298
Change-14,298 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 13,790
Change-13,790 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 12,631
Change-12,631 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 12,605
Change-12,605 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,550
Change-12,550 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 12,419
Change-12,419 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 12,373
Change-12,373 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,518
Change-11,518 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,457
Change-9,457 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,733
Change-8,733 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 8,621
Change-8,621 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,445
Change-8,445 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 7,305
Change-7,305 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 910
Change-910 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 847
Change-847 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 734
Change-734 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 710
Change-710 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 234
Change-234 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Blair William & Co
N/A
Shares— from 218
Change-218 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 181
Change-181 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 166
Change-166 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 43
Change-43 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 22
Change-22 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 21
Change-21 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
BNP Paribas
N/A
Shares— from 1
Change-1 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1
Change-1 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Assetmark, Inc
DECREASED4,068,6816,237,851-2,169,170-35%$601.1M$377.4M-$223.8M2026-10-21
Japan Science & Technology Agency
UNCHANGED2,900,0002,900,00000%$279.5M$269.0M-$10.5M2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,582,6841,552,184+30,500+2%$149.3M$146.6M-$2.7M2026-11-05
Thrivent Financial for Lutherans
INCREASED1,266,0221,155,226+110,796+10%$110.7M$116.8K-$110.6M2026-11-05
Bank of New York Mellon Corp
DECREASED880,283904,163-23,880-3%$87.1M$81.6M-$5.5M2026-11-05
BLB&B Advisors, LLC
INCREASED687,481639,284+48,197+8%$61.6M$63.8M+$2.2M2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED420,648420,461+187+0%$40.5M$39.0M-$1.5M2026-10-29
CIBC Asset Management Inc
NEW355,070—+355,070——$32.9M—2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED322,637238,216+84,421+35%$23.0M$29.9M+$7.0M2026-10-20
Howard Capital Management, LLC
UNCHANGED269,034269,03400%$25.9M$25.0M-$973.9K2026-10-16
Exchange Traded Concepts, LLC
INCREASED244,587218,666+25,921+12%$21.1M$22.7M+$1.6M2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED204,000177,000+27,000+15%$17.1M$18.9M+$1.9M2026-11-03
Berkshire Money Management, Inc.
INCREASED183,505174,941+8,564+5%$16.9M$17.0M+$161.1K2026-10-21
Silverleafe Capital Partners, LLC
DECREASED162,993164,073-1,080-1%$15.8M$15.1M-$694.1K2026-10-02
Idaho Trust Co
INCREASED147,147141,661+5,486+4%$13.7M$13.6M-$4.0K2026-11-04
Symmetry Partners, LLC
INCREASED147,122141,573+5,549+4%$13.6M$13.6M+$2.2K2026-10-27
Strategic Investment Management, LLC
INCREASED146,14079,820+66,320+83%$7.7M$13.6M+$5.9M2026-10-20
Jessup Wealth Management, Inc
INCREASED140,066137,830+2,236+2%$13.3M$13.0M-$291.6K2026-10-20
Altura Wealth Advisors Inc.
INCREASED128,891125,451+3,440+3%$12.1M$12.0M-$135.1K2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED115,15472,623+42,531+59%$7.0M$10.7M+$3.7M2026-10-15
Somnio Financial Group, LLC
INCREASED110,216107,198+3,018+3%$10.3M$10.2M-$108.2K2026-10-26
Park Avenue Securities LLC
DECREASED107,362220,374-113,012-51%$21.2M$10.0K-$21.2M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED94,805143,897-49,092-34%$13.9M$8.8K-$13.9M2026-11-02
MacKenzie Financial Corp
INCREASED89,80089,300+500+1%$8.6M$8.3M-$276.9K2026-11-02
Kestra Advisory Services, LLC
INCREASED85,79375,471+10,322+14%$7.3M$8.0M+$684.2K2026-11-02
Prospera Financial Services Inc
INCREASED69,87365,684+4,189+6%$6.3M$6.5M+$166.8K2026-11-04
Principal Financial Group Inc
INCREASED69,40168,824+577+1%$6.6M$6.4M-$195.6K2026-11-02
Hibernia Wealth Partners, LLC
DECREASED68,13772,824-4,687-6%$7.0M$6.3M-$698.3K2026-10-29
Prudent Man Advisors, LLC
INCREASED67,82867,684+144+0%$6.5M$6.3M-$231.7K2026-11-03
Apella Capital, LLC
DECREASED62,56164,333-1,772-3%$6.2M$5.8M-$376.0K2026-10-08
Univest Financial Corp
INCREASED62,13250,759+11,373+22%$4.9M$5.8M+$871.1K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED61,19862,534-1,336-2%$6.0M$5.7M-$350.2K2026-10-20
Navigation Wealth Management, Inc.
INCREASED60,27560,130+145+0%$5.8M$5.6M-$193.4K2026-11-03
Financial & Tax Architects, LLC
INCREASED58,83852,290+6,548+13%$5.0M$5.5M+$418.1K2026-10-15
Sound Income Strategies, LLC
INCREASED58,60258,039+563+1%$5.6M$5.4M-$159.1K2026-10-09
Milestone Asset Management, LLC
INCREASED58,55711,939+46,618+390%$1.2M$5.4M+$4.3M2026-10-15
Brookstone Capital Management
INCREASED57,08345,822+11,261+25%$4.4M$5.3M+$878.6K2026-10-22
Modera Wealth Management, LLC
INCREASED52,32448,499+3,825+8%$4.7M$4.9M+$179.2K2026-10-28
Graetz Wealth LLC
INCREASED51,98342,157+9,826+23%$4.1M$4.8M+$758.8K2026-10-27
Vontobel Holding Ltd.
DECREASED47,99648,849-853-2%$4.7M$4.5M-$255.9K2026-10-16
Sumitomo Mitsui Trust Group, Inc.
NEW47,000—+47,000——$4.4M—2026-10-29
D.A. Davidson & Co.
INCREASED45,97742,878+3,099+7%$4.1M$4.3M+$132.2K2026-10-28
Windsor Capital Management, LLC
DECREASED44,03944,472-433-1%$4.3M$4.1M-$201.2K2026-10-13
Global Trust Wealth Management LLC
INCREASED42,16941,916+253+1%$4.0M$3.9M-$128.3K2026-10-14
Thrive Capital Management, LLC
INCREASED38,58525,332+13,253+52%$2.4M$3.6M+$1.1M2026-10-28
Calamos Advisors LLC
UNCHANGED37,36537,36500%$3.6M$3.5M-$135.3K2026-11-02
Nilsine Partners, LLC
INCREASED36,32535,398+927+3%$3.4M$3.4M-$42.2K2026-11-02
SBI Securities Co., Ltd.
INCREASED34,47027,001+7,469+28%$2.6M$3.2M+$595.0K2026-10-22
RFG Advisory, LLC
DECREASED34,14434,464-320-1%$3.3M$3.2M-$154.4K2026-11-03
Garner Asset Management Corp
INCREASED33,75330,751+3,002+10%$3.0M$3.1M+$164.1K2026-10-30
Harbour Trust & Investment Management Co
INCREASED31,09129,285+1,806+6%$2.8M$2.9M+$61.5K2026-10-28
Truist Financial Corp
DECREASED30,51032,494-1,984-6%$3.1M$2.8M-$301.6K2026-10-30
Fifth Third Bancorp
DECREASED30,07030,116-460%$2.9M$2.8M-$113.4K2026-11-05
Ti-Trust, Inc
INCREASED28,12926,995+1,134+4%$2.6M$2.6M+$7.5K2026-10-21
LightSquare Wealth Management, LLC
INCREASED27,33524,924+2,411+10%$2.4M$2.5M+$133.4K2026-11-03
Signal Advisors Wealth, LLC
DECREASED26,84051,208-24,368-48%$4.9M$2.5M-$2.4M2026-10-13
Blue Fin Capital, Inc.
DECREASED26,36327,078-715-3%$2.6M$2.4M-$164.3K2026-10-28
Commonwealth Equity Services, LLC
DECREASED26,28356,197-29,914-53%$5.4M$2.4M-$3.0M2026-11-02
Farther Finance Advisors, LLC
DECREASED25,57830,732-5,154-17%$3.0M$2.4M-$589.4K2026-10-08
Financial Partners Group, Inc
DECREASED24,66727,036-2,369-9%$2.6M$2.3M-$317.6K2026-10-19
Hillcrest Wealth Advisors - NY, LLC
INCREASED24,03519,240+4,795+25%$1.9M$2.2M+$375.1K2026-10-22
Mariner Investment Group LLC
NEW23,000—+23,000——$2.1M—2026-11-04
Stephenson & Company, Inc.
INCREASED21,75421,208+546+3%$2.0M$2.0M-$26.1K2026-10-30
Cullen T Bankers, Inc.
INCREASED21,60718,581+3,026+16%$1.8M$2.0M+$213.4K2026-10-28
Caldwell Trust Co
INCREASED20,85318,980+1,873+10%$1.8M$1.9M+$105.0K2026-10-30
Prentice Wealth Management LLC
NEW19,026—+19,026——$1.8M—2026-10-20
Sowell Financial Services LLC
DECREASED18,78919,517-728-4%$1.9M$1.7M-$138.1K2026-10-23
TD Private Client Wealth LLC
INCREASED18,67218,307+365+2%$1.8M$1.7M-$32.4K2026-10-28
Simplicity Wealth,LLC
INCREASED18,34616,838+1,508+9%$1.6M$1.7M+$78.9K2026-10-23
Aspire Private Capital, LLC
DECREASED17,94083,655-65,715-79%$8.1M$1.7M-$6.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED17,85819,885-2,027-10%$1.9M$1.7M-$251.6K2026-10-13
KFG LLC
NEW17,631—+17,631——$1.6M—2026-11-02
Sincerus Advisory, LLC
DECREASED16,79819,978-3,180-16%$1.9M$1.6M-$367.2K2026-10-09
Private Client Services, LLC
INCREASED16,60216,149+453+3%$1.6M$1.5M-$16.4K2026-10-02
Kelsey Financial, LLC
DECREASED15,95016,244-294-2%$1.6M$1.5M-$86.1K2026-10-28
Sunbeam Capital Management, LLC
INCREASED15,50215,499+3+0%$1.5M$1.4M-$55.9K2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED15,40017,421-2,021-12%$1.7M$1.4M-$250.6K2026-10-29
Aletheian Wealth Advisors LLC
INCREASED14,84412,739+2,105+17%$1.2M$1.4M+$149.2K2026-10-08
White Lighthouse Investment Management Inc.
INCREASED14,20413,903+301+2%$1.3M$1.3M-$22.4K2026-10-21
Creative Planning
DECREASED14,02115,970-1,949-12%$1.5M$1.3M-$238.5K2026-11-02
Capital CS Group, LLC
DECREASED13,53914,732-1,193-8%$1.4M$1.3M-$164.0K2026-10-29
Lynx Investment Advisory
DECREASED13,47217,359-3,887-22%$1.7M$1.2M-$423.4K2026-10-27
Citigroup Inc
DECREASED13,040319,246-306,206-96%$30.8M$1.2M-$29.6M2026-11-04
North Star Investment Management Corp.
INCREASED13,02012,056+964+8%$1.2M$1.2M+$45.7K2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED12,10912,151-420%$1.2M$1.1M-$47.9K2026-10-16
Apollon Wealth Management, LLC
INCREASED11,98311,379+604+5%$1.1M$1.1M+$14.8K2026-10-23
Raleigh Capital Management Inc.
DECREASED11,77352,261-40,488-77%$5.0M$1.1M-$3.9M2026-10-28
Nations Financial Group Inc,
DECREASED11,66211,883-221-2%$1.1M$1.1M-$63.6K2026-11-05
IFP Advisors, Inc
INCREASED11,2617,458+3,803+51%$718.7K$1.0M+$325.7K2026-10-16
Phillips Financial Management, LLC
DECREASED11,23511,326-91-1%$1.1M$1.0M-$49.4K2026-10-19
Landmark Wealth Management, Inc.
DECREASED11,09061,598-50,508-82%$5.9M$1.0M-$4.9M2026-11-04
Pinnacle Associates LTD
UNCHANGED10,78710,78700%$1.0M$1.0M-$39.1K2026-10-20
Oppenheimer & Co Inc
INCREASED10,4059,893+512+5%$953.4K$965.1K+$11.7K2026-10-26
Freedom Financial Partners LLC
INCREASED10,1419,598+543+6%$925.0K$940.6K+$15.6K2026-10-19
Hourglass Capital, LLC
INCREASED9,8009,700+100+1%$934.8K$909.0K-$25.8K2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED9,4101,638,298-1,628,888-99%$157.9M$872.8K-$157.0M2026-10-29
Stanich Group LLC
NEW9,378—+9,378——$869.7K—2026-10-16
Pacific Excel Wealth Advisors, Inc.
NEW8,915—+8,915——$826.6K—2026-10-27
Diversify Wealth Management, LLC
DECREASED8,7399,622-883-9%$918.6K$809.7K-$108.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED8,7399,622-883-9%$918.6K$809.7K-$108.9K2026-10-20
Visionary Wealth Advisors
INCREASED8,6408,039+601+7%$774.8K$801.3K+$26.6K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED8,5358,529+6+0%$821.9K$791.6K-$30.3K2026-11-05
Lido Advisors, LLC
INCREASED8,3198,303+16+0%$800.3K$771.7K-$28.6K2026-11-04
Sanchez Gaunt Capital Management, LLC
INCREASED8,1227,379+743+10%$711.1K$753.3K+$42.2K2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED7,9337,859+74+1%$757.3K$735.8K-$21.6K2026-10-29
Rossby Financial, LCC
DECREASED7,70625,747-18,041-70%$2.5M$714.7K-$1.8M2026-11-05
Eddie Patel Inc
INCREASED7,6915,061+2,630+52%$487.8K$713.3K+$225.5K2026-11-02
TFB Advisors LLC
DECREASED7,61220,294-12,682-62%$2.0M$706.0K-$1.2M2026-11-02
Uptown Financial Advisors LLC
DECREASED7,5577,823-266-3%$754.0K$700.9K-$53.1K2026-10-15
Arta Finance Wealth Management LLC
INCREASED7,0746,892+182+3%$660.5K$652.4K-$8.2K2026-10-28
Concurrent Investment Advisors, LLC
DECREASED7,0328,454-1,422-17%$814.7K$652.2K-$162.5K2026-10-16
Perigon Wealth Management, LLC
DECREASED7,0119,638-2,627-27%$928.8K$650.3K-$278.5K2026-10-22
Probity Advisors, Inc.
DECREASED6,9636,965-20%$671.2K$645.8K-$25.4K2026-10-23
Livet Wealth, LLC
INCREASED6,9156,835+80+1%$658.7K$641.4K-$17.3K2026-10-27
Sharper & Granite LLC
DECREASED6,8676,872-50%$662.3K$657.3K-$4.9K2026-11-02
Virtue Capital Management, LLC
DECREASED6,73114,761-8,030-54%$1.4M$624.3K-$798.2K2026-10-29
Midwest Trust Co
INCREASED6,7043,716+2,988+80%$358.1K$621.8K+$263.7K2026-10-22
KFA Private Wealth Group, LLC
DECREASED6,5416,915-374-5%$666.5K$606.7K-$59.8K2026-10-07
Joel Isaacson & Co., LLC
INCREASED6,5276,502+25+0%$626.6K$605.3K-$21.2K2026-11-05
Auour Investments LLC
DECREASED6,5096,714-205-3%$647.0K$603.7K-$43.3K2026-10-28
Westside Investment Management, Inc.
DECREASED6,2446,500-256-4%$626.5K$579.2K-$47.3K2026-11-02
Vise Technologies, Inc.
DECREASED6,1528,004-1,852-23%$771.4K$570.6K-$200.7K2026-10-29
Lodestar Private Asset Management LLC
DECREASED6,1117,623-1,512-20%$734.7K$566.8K-$167.8K2026-10-26
Inscription Capital, LLC
INCREASED6,0996,038+61+1%$581.9K$565.7K-$16.2K2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
INCREASED6,0525,390+662+12%$519.4K$561.3K+$41.9K2026-10-22
Independent Financial Group, LLC
DECREASED5,9225,942-200%$572.6K$549.2K-$23.4K2026-10-13
Daymark Wealth Partners, LLC
DECREASED5,9096,036-127-2%$581.7K$548.1K-$33.7K2026-11-04
WBH Advisory Inc
NEW5,861—+5,861——$543.6K—2026-11-05
M Holdings Securities, Inc.
NEW5,789—+5,789——$534—2026-11-03
Noesis Capital Mangement Corp
INCREASED5,6825,429+253+5%$523.2K$527.0K+$3.8K2026-10-26
Compagnie Lombard Odier SCmA
DECREASED5,6637,137-1,474-21%$687.8K$525.2K-$162.6K2026-11-04
Wealth Advisory Solutions, LLC
INCREASED5,6275,611+16+0%$540.7K$521.9K-$18.8K2026-10-20
Integrity Alliance, Llc.
DECREASED5,4795,628-149-3%$542.4K$508.2K-$34.2K2026-10-29
Tennessee Valley Asset Management Partners
INCREASED5,3795,319+60+1%$512.6K$498.9K-$13.6K2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED5,3085,30800%$511.5K$492.3K-$19.2K2026-10-21
Gibbs Wealth Management
INCREASED5,2385,099+139+3%$491.4K$485.8K-$5.6K2026-10-22
DecisionMap Wealth Management, LLC
DECREASED5,2265,501-275-5%$530.1K$484.7K-$45.4K2026-10-29
FSA Wealth Partners, Inc.
INCREASED5,1224,479+643+14%$431.6K$475.1K+$43.4K2026-10-26
Fullerton Advisors, LLC
INCREASED5,0844,607+477+10%$444.0K$471.5K+$27.6K2026-10-14
Yoffe Investment Management, LLC
UNCHANGED4,9054,90500%$472.7K$454.9K-$17.8K2026-11-02
Washington Trust Bank
INCREASED4,7892,136+2,653+124%$205.8K$444.2K+$238.3K2026-11-03
Prosperity Planning, Inc.
NEW4,547—+4,547——$421.7K—2026-10-09
October Effect Ltd
INCREASED4,5064,415+91+2%$425.5K$417.9K-$7.5K2026-10-20
Activest Wealth Management
INCREASED4,4061,257+3,149+251%$121.1K$408.7K+$287.6K2026-10-15
Apollon Financial, LLC
DECREASED4,3824,574-192-4%$440.8K$406.4K-$34.4K2026-10-23
Global Financial Private Client, LLC
DECREASED4,2937,673-3,380-44%$739.4K$398.2K-$341.3K2026-10-15
StoneX Group Inc.
INCREASED4,2662,887+1,379+48%$278.1K$397.5K+$119.4K2026-11-03
Single Point Partners, LLC
DECREASED4,2414,349-108-2%$419.2K$393.3K-$25.8K2026-10-19
Intergy Private Wealth, LLC
INCREASED4,2333,909+324+8%$376.7K$392.7K+$16.0K2026-10-16
Alterna Wealth Management, Inc
NEW4,224—+4,224——$391.8K—2026-10-27
Private Trust Co NA
DECREASED4,1884,859-671-14%$468.3K$388.4K-$79.8K2026-10-20
Keystone Wealth Services, LLC
INCREASED4,1184,055+63+2%$390.8K$382.6K-$8.1K2026-11-03
Csenge Advisory Group
DECREASED4,08335,396-31,313-88%$3.4M$378.7K-$3.0M2026-11-04
Beaumont Financial Advisors, LLC
UNCHANGED4,0304,03000%$388.4K$373.8K-$14.6K2026-10-22
King Luther Capital Management Corp
INCREASED4,0083,947+61+2%$380.4K$371.7K-$8.7K2026-11-05
MPS Loria Financial Planners, LLC
INCREASED3,9862,929+1,057+36%$282.2K$369.7K+$87.5K2026-10-14
Balefire, LLC
DECREASED3,90430,817-26,913-87%$3.0M$362.1K-$2.6M2026-10-09
Roman Butler Fullerton & Co
INCREASED3,8792,477+1,402+57%$234.3K$357.9K+$123.6K2026-10-27
Tower Trust & Investment Co
UNCHANGED3,8383,83800%$369.9K$356.0K-$13.9K2026-10-28
Crestwood Advisors Group, LLC
UNCHANGED3,8093,80900%$367.1K$353.3K-$13.8K2026-10-27
Legacy Wealth Partners, LLC
DECREASED3,77017,608-13,838-79%$1.7M$349.7K-$1.3M2026-10-15
CX Institutional
INCREASED3,7653,710+55+1%$358$349-$92026-10-02
Peak Financial Management, Inc.
DECREASED3,7573,787-30-1%$365.0K$348.5K-$16.5K2026-10-16
Lockerman Financial Group, Inc.
DECREASED3,62415,916-12,292-77%$1.5M$336.2K-$1.2M2026-10-19
SteelPeak Wealth, LLC
INCREASED3,5833,071+512+17%$296.0K$332.3K+$36.4K2026-10-16
AFG Fiduciary Services Limited Partnership
UNCHANGED3,5813,58100%$343.7K$331.8K-$11.9K2026-10-21
John W. Brooker & Co., CPAs
INCREASED3,4593,347+112+3%$322.6K$320.8K-$1.7K2026-10-21
Dynamic Advisor Solutions LLC
UNCHANGED3,4033,40300%$327.9K$315.6K-$12.3K2026-10-13
Vista Investment Partners II, LLC
INCREASED3,4003,297+103+3%$317.7K$315.4K-$2.4K2026-10-15
Keybank National Association
DECREASED3,3843,430-46-1%$330.5K$313.9K-$16.7K2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED3,3203,32000%$319.9K$307.9K-$12.0K2026-10-08
Financial Network Wealth Advisors LLC
INCREASED3,2603,255+5+0%$313.7K$302.4K-$11.3K2026-10-28
AlphaCentric Advisors LLC
DECREASED3,1323,424-292-9%$330.0K$290.5K-$39.5K2026-11-03
BAM Wealth Management, LLC
NEW3,030—+3,030——$281.0K—2026-10-15
Parallel Advisors, LLC
INCREASED2,9752,566+409+16%$247.3K$275.9K+$28.7K2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED2,9475,184-2,237-43%$499.6K$273.3K-$226.2K2026-10-29
Post Resch Tallon Group Inc.
DECREASED2,8522,981-129-4%$287.3K$264.5K-$22.8K2026-10-09
Citizens Financial Group Inc
UNCHANGED2,7652,76500%$266.5K$256.5K-$10.0K2026-10-23
Smithbridge Asset Management Inc
UNCHANGED2,7112,71100%$261.3K$251.4K-$9.8K2026-10-19
Worth Financial Advisory Group, LLC
NEW2,675—+2,675——$248.1K—2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED2,6623,049-387-13%$293.8K$246.9K-$46.9K2026-11-03
Founders Financial Securities LLC
DECREASED2,5933,265-672-21%$314.7K$240.5K-$74.2K2026-10-28
HUB Investment Partners, LLC
INCREASED2,5122,404+108+4%$231.7K$233.0K+$1.3K2026-11-03
Lorne Steinberg Wealth Management Inc.
DECREASED2,4403,440-1,000-29%$331.5K$226.3K-$105.2K2026-10-23
Hoxton Planning & Management, LLC
DECREASED2,4332,485-52-2%$239.5K$225.7K-$13.8K2026-10-15
Larson Financial Group LLC
DECREASED2,4133,822-1,409-37%$368.3K$223.8K-$144.5K2026-11-05
Burke & Herbert Bank & Trust Co
UNCHANGED2,4012,40100%$231.4K$222.7K-$8.7K2026-11-02
Proathlete Wealth Management LLC
UNCHANGED2,3712,37100%$228.5K$219.9K-$8.6K2026-10-15
Diversified Enterprises, LLC
NEW2,344—+2,344——$217.4K—2026-10-19
Valtinson Bruner Financial Planning LLC
DECREASED2,3333,168-835-26%$305.3K$216.4K-$88.9K2026-11-02
Inman Jager Wealth Management, LLC
NEW2,326—+2,326——$215.7K—2026-11-05
FF Advisors,LLC
DECREASED2,2812,552-271-11%$245.9K$211.6K-$34.4K2026-10-21
Accurate Wealth Management, LLC
DECREASED2,2492,613-364-14%$250.7K$208.4K-$42.3K2026-10-20
Beacon Financial Group
DECREASED2,2292,231-20%$215.0K$206.7K-$8.3K2026-10-19
HB Wealth Management, LLC
DECREASED2,1932,516-323-13%$242.6K$203.4K-$39.2K2026-10-23
Creative Financial Designs Inc
DECREASED1,7222,223-501-23%$214.2K$159.7K-$54.5K2026-11-04
Realta Investment Advisors
DECREASED1,6512,920-1,269-43%$281.4K$153.1K-$128.3K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED1,603938+665+71%$90.4K$149.3K+$58.9K2026-10-30
Lanark Financial, Inc.
DECREASED1,3791,469-90-6%$141.6K$127.9K-$13.7K2026-10-26
Transce3nd, LLC
NEW1,231—+1,231——$113.7K—2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED1,2071,250-43-3%$120.5K$111.9K-$8.6K2026-10-27
US Bancorp \de\
DECREASED1,1261,196-70-6%$115.3K$104.4K-$10.8K2026-11-05
Pacifica Partners Inc.
UNCHANGED1,1261,12600%$108.1K$103.9K-$4.2K2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED1,1001,10000%$105.5K$101.5K-$3.9K2026-10-16
CoreCap Advisors, LLC
DECREASED1,0314,986-3,955-79%$480.5K$95.6K-$384.9K2026-10-08
Richardson Financial Services Inc.
DECREASED96012,546-11,586-92%$1.2M$89.1K-$1.1M2026-10-30
EPG Wealth Management LLC
UNCHANGED92092000%$88.7K$85.3K-$3.3K2026-11-03
Duncker Streett & Co Inc
UNCHANGED77177100%$74.3K$71.5K-$2.8K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED64464400%$62.1K$59.7K-$2.3K2026-10-21
Brown, Lisle Ings, Inc.
INCREASED507497+10+2%$47.9K$47.0K-$8722026-10-16
Triumph Capital Management
DECREASED496921-425-46%$88.8K$46.0K-$42.8K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED49049000%$47.2K$45.4K-$1.8K2026-10-27
Valley Wealth Managers, Inc.
UNCHANGED40340300%$38.8K$37.4K-$1.5K2026-10-09
Global Trust Asset Management, LLC
UNCHANGED40040000%$38.5K$37.1K-$1.4K2026-10-19
Eastern Bank
UNCHANGED37937900%$36.5K$35.2K-$1.4K2026-10-05
Olistico Wealth, LLC
UNCHANGED37237200%$35.9K$34.5K-$1.3K2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED36036000%$35.0K$33-$35.0K2026-10-14
Beacon Capital Management, Inc.
INCREASED355336+19+6%$32.4K$32.9K+$5462026-10-13
Nfsg Corp
INCREASED331326+5+2%$31.4K$30.7K-$7222026-10-15
Toth Financial Advisory Corp
UNCHANGED30230200%$29.1K$28.0K-$1.1K2026-10-08
DT Investment Partners, LLC
NEW300—+300——$27.8K—2026-10-27
Key FInancial Inc
DECREASED294317-23-7%$30.5K$27.3K-$3.3K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED26326300%$25.3K$24.4K-$9522026-10-23
Harbor Investment Advisory, LLC
UNCHANGED25425400%$24.5K$23.6K-$9192026-10-13
Joseph Group Capital Management
DECREASED2522,647-2,395-90%$255.1K$23.4K-$231.7K2026-11-04
GK Wealth Management LLC
NEW251—+251——$23.3K—2026-10-09
Evolution Wealth Management Inc.
DECREASED251318-67-21%$30.6K$23.3K-$7.4K2026-10-28
Ascentis Independent Advisors
NEW234—+234——$21.7K—2026-11-03
Gen-Wealth Partners Inc
INCREASED226221+5+2%$21.3K$21.0K-$3402026-11-04
Three Bridge Wealth Advisors, LLC
NEW222—+222——$20.6K—2026-11-05
First Bancorp, Inc
UNCHANGED22022000%$21.2K$20.4K-$7962026-10-26
1620 Investment Advisors, Inc.
DECREASED205305-100-33%$29.4K$19.0K-$10.4K2026-11-04
Independence Bank of Kentucky
UNCHANGED20020000%$19.3K$18.6K-$7242026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED198214-16-7%$20.6K$18.4K-$2.3K2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED17017000%$16.4K$15.8K-$6152026-10-09
Jacobi Capital Management LLC
NEW165—+165——$15.3K—2026-11-05
Reap Financial Group, LLC
UNCHANGED13713700%$13.2K$12.7K-$4962026-11-02
Signature Equity Partners, LLC
DECREASED136484-348-72%$46.7K$12.6K-$34.1K2026-10-29
Rakuten Securities, Inc.
UNCHANGED13513500%$13.0K$12.5K-$4892026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED12412400%$12.0K$11.5K-$4492026-10-15
Ashton Thomas Securities, LLC
UNCHANGED11011000%$10.6K$10.2K-$3982026-10-26
Davis Capital Management
UNCHANGED10410400%$10.0K$9.6K-$3772026-10-08
Summit Securities Group LLC
NEW99—+99——$9.2K—2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED9290+2+2%$8.8K$8.6K-$1882026-10-30
Gamma Investing LLC
UNCHANGED838300%$8.0K$7.7K-$3012026-10-08
Latitude Advisors, LLC
NEW80—+80——$7.5K—2026-10-27
Trust Co of Vermont
UNCHANGED777700%$7.4K$7.1K-$2782026-10-21
Richardson Capital Management LLC
UNCHANGED727200%$6.9K$6.7K-$2612026-10-23
Bank of New Hampshire
UNCHANGED666600%$6.4K$6.1K-$2382026-10-06
JFS Wealth Advisors, LLC
NEW60—+60——$5.6K—2026-11-03
Ascentis Wealth Management, LLC
UNCHANGED575700%$5.5K$5.3K-$2062026-11-03
Spire Wealth Management
UNCHANGED535300%$5.1K$4.9K-$1912026-10-30
Markowski Investments
DECREASED5068-18-26%$6.6K$4.6K-$1.9K2026-10-30
Nemes Rush Group LLC
NEW45—+45——$4.2K—2026-11-04
Compass Financial Management LLC
DECREASED3952-13-25%$5.0K$3.6K-$1.4K2026-10-30
Tsfg, LLC
INCREASED3433+1+3%$3$3$02026-10-23
Cape Investment Advisory, Inc.
DECREASED32307-275-90%$29.6K$3.0K-$26.6K2026-10-13
Navigoe, LLC
NEW31—+31——$2—2026-11-04
Buck Wealth Strategies, LLC
DECREASED31363-332-91%$35.0K$2.9K-$32.1K2026-10-28
Arlington Trust Co LLC
UNCHANGED303000%$2.9K$2.8K-$1082026-10-20
Friedenthal Financial
UNCHANGED212100%$2.0K$1.9K-$762026-10-27
Gables Capital Management Inc.
UNCHANGED191900%$1.8K$1.8K-$692026-11-04
Tompkins Financial Corp
UNCHANGED151500%$1.4K$1.4K-$552026-10-05
Birch Financial Group, LLC
NEW12—+12——$1.1K—2026-10-27
Covestor Ltd
DECREASED11109-98-90%$11$1-$102026-10-30
Regions Financial Corp
UNCHANGED111100%$1$1$02026-11-05
Wilkerson Advisory Group LLC
UNCHANGED101000%$989$968-$212026-10-20
Concord Wealth Partners
UNCHANGED101000%$989$968-$212026-11-02
City Holding Co
UNCHANGED101000%$963$927-$362026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED9900%$820$789-$312026-10-26
Mosley Wealth Management
UNCHANGED8800%$771$741-$302026-10-16
Key Capital Management, Inc
DECREASED143-42-98%$4.1K$93-$4.1K2026-11-03
NBT Bank, N.A.
DECREASED12-1-50%$193$93-$1002026-10-21
Center for Financial Planning, Inc.
UNCHANGED1100%$97$92-$52026-10-26
Ocean Park Asset Management, LLC
CLOSED01,760,824-1,760,824-100%$169.7M$0-$169.7M2026-10-21
Counterpoint Mutual Funds LLC
CLOSED0875,415-875,415-100%$84.4M$0-$84.4M2026-10-16
Jefferies Financial Group Inc.
CLOSED086,665-86,665-100%$8.4M$0-$8.4M2026-11-05
AXS Investments LLC
CLOSED017,810-17,810-100%$1.7M$0-$1.7M2026-11-04
Axxcess Wealth Management, LLC
CLOSED016,322-16,322-100%$1.6M$0-$1.6M2026-10-21
Florin Court Capital LLP
CLOSED016,100-16,100-100%$1.6M$0-$1.6M2026-11-02
Ascent Group, LLC
CLOSED015,214-15,214-100%$1.5M$0-$1.5M2026-10-30
International Private Wealth Advisors LLC
CLOSED010,304-10,304-100%$993.0K$0-$993.0K2026-11-05
Outlook Wealth Advisors, LLC
CLOSED08,875-8,875-100%$854.0K$0-$854.0K2026-10-28
Global View Capital Management LLC
CLOSED08,596-8,596-100%$828.4K$0-$828.4K2026-10-28
Tucker Asset Management LLC
CLOSED08,495-8,495-100%$818.7K$0-$818.7K2026-10-29
Atria Investments, Inc
CLOSED08,118-8,118-100%$782.3K$0-$782.3K2026-10-15
WealthPoint Financial, LLC
CLOSED07,812-7,812-100%$752.8K$0-$752.8K2026-11-03
Balboa Wealth Partners
CLOSED06,847-6,847-100%$659.8K$0-$659.8K2026-10-20
United Advisor Group, LLC
CLOSED06,274-6,274-100%$604.6K$0-$604.6K2026-11-03
Global Assets Advisory, LLC
CLOSED04,596-4,596-100%$440.5K$0-$440.5K2026-10-28
Smart Wealth LLC
CLOSED04,115-4,115-100%$396.5K$0-$396.5K2026-11-04
Surience Private Wealth LLC
CLOSED04,100-4,100-100%$395.1K$0-$395.1K2026-10-16
Meridian Wealth Management, LLC
CLOSED03,689-3,689-100%$355.5K$0-$355.5K2026-11-05
Woodward Diversified Capital, LLC
CLOSED03,207-3,207-100%$309.1K$0-$309.1K2026-10-21
B. Riley Wealth Advisors, Inc.
CLOSED02,953-2,953-100%$284.6K$0-$284.6K2026-10-13
Sterling Investment Counsel, LLC
CLOSED02,895-2,895-100%$279.0K$0-$279.0K2026-10-19
Arwa LLC
CLOSED02,872-2,872-100%$276.0K$0-$276.0K2026-10-21
First Heartland Consultants, Inc.
CLOSED02,710-2,710-100%$261.2K$0-$261.2K2026-10-08
Aegis Wealth Management, Inc.
CLOSED02,647-2,647-100%$255.1K$0-$255.1K2026-10-26
Integrated Capital Management, LLC
CLOSED02,646-2,646-100%$255.0K$0-$255.0K2026-10-23
WealthPlan Investment Management, LLC
CLOSED02,530-2,530-100%$243.8K$0-$243.8K2026-10-15
Laurel OAK Wealth Management, LLC
CLOSED02,530-2,530-100%$243.8K$0-$243.8K2026-10-19
Kraft, Davis & Associates, LLC
CLOSED02,497-2,497-100%$239.4K$0-$239.4K2026-10-21
J2 Capital Management Inc
CLOSED02,457-2,457-100%$236.8K$0-$236.8K2026-10-19
Absolute Capital Management, LLC
CLOSED02,456-2,456-100%$236.7K$0-$236.7K2026-10-16
Kelly Financial Services LLC
CLOSED02,202-2,202-100%$212.2K$0-$212.2K2026-10-20
Advisor Resource Council
CLOSED02,184-2,184-100%$210.0K$0-$210.0K2026-11-05
Flagship Harbor Advisors, LLC
CLOSED02,184-2,184-100%$210.5K$0-$210.5K2026-10-26
Capital Asset Advisory Services LLC
CLOSED02,164-2,164-100%$208.5K$0-$208.5K2026-10-30
Legacy Financial Independent Advisors LLC
CLOSED02,139-2,139-100%$206.1K$0-$206.1K2026-11-02
Kestra Private Wealth Services, LLC
CLOSED02,113-2,113-100%$203.6K$0-$203.6K2026-10-30
Focus Financial Network, Inc.
CLOSED02,078-2,078-100%$200.2K$0-$200.2K2026-10-14
International Assets Investment Management, LLC
CLOSED0898-898-100%$86.1K$0-$86.1K2026-11-02
Cornerstone Planning Group LLC
CLOSED0746-746-100%$71.4K$0-$71.4K2026-10-16
Dorato Capital Management
CLOSED0199-199-100%$19.1K$0-$19.1K2026-10-08
True Wealth Design, LLC
CLOSED0166-166-100%$16.0K$0-$16.0K2026-10-13
AdvisorNet Financial, Inc
CLOSED0101-101-100%$9.7K$0-$9.7K2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED094-94-100%$9.0K$0-$9.0K2026-11-04
MCF Advisors LLC
CLOSED078-78-100%$7.5K$0-$7.5K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED066-66-100%$6.4K$0-$6.4K2026-10-14
Founders Capital Management
CLOSED025-25-100%$2.4K$0-$2.4K2026-10-13
Networth Advisors, LLC
CLOSED03-3-100%$289$0-$2892026-11-03
State Street Corp
N/A—13,671,856-13,671,856-100%$1.3B———
Morgan Stanley
N/A—5,892,599-5,892,599-100%$567.9M———
American Family Investments, Inc.
N/A—5,682,623-5,682,623-100%$547.6M———
Clark Capital Management Group, Inc.
N/A—3,697,516-3,697,516-100%$356.3M———
Envestnet Asset Management Inc
N/A—2,246,389-2,246,389-100%$216.5M———
LPL Financial LLC
N/A—2,085,074-2,085,074-100%$200.9M———
Ameriprise Financial Inc
N/A—1,471,434-1,471,434-100%$141.6M———
Caisse de Depot ET Placement DU Quebec
N/A—1,471,100-1,471,100-100%$141.8M———
Man Group plc
N/A—1,248,169-1,248,169-100%$120.3M———
Wells Fargo & Company
N/A—1,082,845-1,082,845-100%$104.4M———
BNP Paribas Financial Markets
N/A—819,437-819,437-100%$79.0M———
Goldman Sachs Group Inc
N/A—796,681-796,681-100%$76.8M———
Bank of America Corp
N/A—715,074-715,074-100%$68.9M———
PNC Financial Services Group, Inc.
N/A—646,020-646,020-100%$62.3M———
Envestnet Portfolio Solutions, Inc.
N/A—593,914-593,914-100%$57.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—520,000-520,000-100%$50.1M———
Meeder Asset Management Inc
N/A—512,966-512,966-100%$49.4M———
Royal Bank of Canada
N/A—505,738-505,738-100%$48.7M———
UBS Group AG
N/A—486,469-486,469-100%$46.9M———
Aristotle Pacific Capital, LLC
N/A—395,000-395,000-100%$38.1M———
Cetera Investment Advisers
N/A—353,834-353,834-100%$34.1M———
Toews Corp
N/A—330,000-330,000-100%$31.8M———
Allstate Corp
N/A—316,000-316,000-100%$30.5M———
Checchi Capital Advisers, LLC
N/A—304,019-304,019-100%$29.3M———
Capstone Investment Advisors, LLC
N/A—277,601-277,601-100%$26.8M———
MML Investors Services, LLC
N/A—260,785-260,785-100%$25.1M———
HSBC Holdings PLC
N/A—260,490-260,490-100%$25.1M———
CNO Financial Group, Inc.
N/A—259,200-259,200-100%$25.0M———
Tower Research Capital LLC (TRC)
N/A—256,263-256,263-100%$24.7M———
Bank of Montreal
N/A—211,662-211,662-100%$20.4M———
Raymond James Financial Inc
N/A—199,845-199,845-100%$19.3M———
TD Asset Management Inc
N/A—195,282-195,282-100%$18.8M———
Osaic Holdings, Inc.
N/A—162,534-162,534-100%$15.7M———
Renaissance Technologies LLC
N/A—161,700-161,700-100%$15.6M———
Millennium Management LLC
N/A—161,632-161,632-100%$15.6M———
Guggenheim Capital LLC
N/A—138,427-138,427-100%$13.3M———
Cerity Partners LLC
N/A—138,001-138,001-100%$13.3M———
Crabel Capital Management, LLC
N/A—133,948-133,948-100%$12.9M———
NewSquare Capital LLC
N/A—132,363-132,363-100%$12.8M———
Principal Securities, Inc.
N/A—129,523-129,523-100%$12.5M———
Citadel Advisors LLC
N/A—112,735-112,735-100%$10.9M———
Prudential PLC
N/A—110,004-110,004-100%$10.6M———
NewEdge Advisors, LLC
N/A—93,515-93,515-100%$9.0M———
Flputnam Investment Management Co
N/A—88,483-88,483-100%$8.5M———
Integrated Wealth Concepts LLC
N/A—85,430-85,430-100%$8.2M———
HighTower Advisors, LLC
N/A—85,344-85,344-100%$8.2M———
Northwestern Mutual Wealth Management Co
N/A—83,892-83,892-100%$8.1M———
Nomura Asset Management Co LTD
N/A—81,433-81,433-100%$7.8M———
Gateway Wealth Partners, LLC
N/A—80,643-80,643-100%$7.8M———
Equitable Holdings, Inc.
N/A—75,138-75,138-100%$7.2M———
United Capital Financial Advisors, LLC
N/A—70,056-70,056-100%$6.7M———
IFG Advisory, LLC
N/A—68,841-68,841-100%$6.6M———
Baird Financial Group, Inc.
N/A—68,702-68,702-100%$6.6M———
Schroder Investment Management Group
N/A—68,497-68,497-100%$6.6M———
JPMorgan Chase & Co
N/A—67,721-67,721-100%$6.5M———
Gotham Asset Management, LLC
N/A—65,704-65,704-100%$6.3M———
Summit Financial, LLC
N/A—63,858-63,858-100%$6.2M———
Hilltop Holdings Inc.
N/A—61,641-61,641-100%$5.9M———
Up Capital Management, Inc.
N/A—59,358-59,358-100%$5.7M———
Franklin Resources Inc
N/A—55,606-55,606-100%$5.4M———
BlackRock, Inc.
N/A—54,636-54,636-100%$5.3M———
Stifel Financial Corp
N/A—53,800-53,800-100%$5.2M———
Savant Capital, LLC
N/A—52,833-52,833-100%$5.1M———
First Trust Advisors LP
N/A—51,278-51,278-100%$4.9M———
Sovereign Investment Advisors, LLC
N/A—50,383-50,383-100%$4.9M———
Mercer Global Advisors Inc
N/A—50,132-50,132-100%$4.8M———
Proficio Capital Partners LLC
N/A—46,575-46,575-100%$4.5M———
Virtus Fixed Income Advisers, LLC
N/A—44,363-44,363-100%$4.3M———
Regal Investment Advisors LLC
N/A—44,117-44,117-100%$4.3M———
Little Harbor Advisors, LLC
N/A—43,543-43,543-100%$4.2M———
Ellevest, Inc.
N/A—43,304-43,304-100%$43.3K———
Canal Capital Management, LLC
N/A—42,193-42,193-100%$4.1M———
National Bank of Canada
N/A—42,069-42,069-100%$4.1M———
Foundations Investment Advisors, LLC
N/A—42,042-42,042-100%$4.1M———
Talon Private Wealth, LLC
N/A—41,170-41,170-100%$4.0M———
Global Endowment Management, LP
N/A—40,340-40,340-100%$3.9M———
CreativeOne Wealth, LLC
N/A—39,856-39,856-100%$3.8M———
HRT Financial LP
N/A—39,683-39,683-100%$3.8M———
Two Sigma Securities, LLC
N/A—38,779-38,779-100%$3.7M———
World Investment Advisors
N/A—38,539-38,539-100%$3.7M———
Wealthspire Advisors, LLC
N/A—36,384-36,384-100%$3.5M———
Beta Wealth Group, Inc.
N/A—33,958-33,958-100%$3.3M———
Susquehanna International Group, LLP
N/A—33,498-33,498-100%$3.2M———
Global Retirement Partners, LLC
N/A—32,782-32,782-100%$3.2M———
Harbour Investments, Inc.
N/A—32,693-32,693-100%$3.2M———
Gallagher Fiduciary Advisors, LLC
N/A—32,417-32,417-100%$3.1M———
Kingsview Wealth Management, LLC
N/A—31,859-31,859-100%$3.1M———
Manning & Napier Advisors LLC
N/A—31,322-31,322-100%$3.0M———
Curi Capital, LLC
N/A—31,134-31,134-100%$3.0M———
Precision Wealth Strategies, LLC
N/A—30,900-30,900-100%$3.0M———
Rafferty Asset Management, LLC
N/A—30,040-30,040-100%$2.9M———
Steward Partners Investment Advisory, LLC
N/A—29,930-29,930-100%$2.9M———
Geneos Wealth Management Inc.
N/A—29,204-29,204-100%$2.8M———
Mariner, LLC
N/A—28,904-28,904-100%$2.8M———
Peapack Gladstone Financial Corp
N/A—27,625-27,625-100%$2.7M———
Sanctuary Advisors, LLC
N/A—26,791-26,791-100%$2.6M———
SGL Investment Advisors, Inc.
N/A—25,808-25,808-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—24,570-24,570-100%$2.4M———
Charles Schwab Investment Management Inc
N/A—23,126-23,126-100%$2.2M———
Mount Lucas Management LP
N/A—22,878-22,878-100%$2.2M———
Private Advisor Group, LLC
N/A—22,742-22,742-100%$2.2M———
Arkadios Wealth Advisors
N/A—22,671-22,671-100%$2.2M———
Red Wave Investments LLC
N/A—20,843-20,843-100%$2.0M———
Edgestream Partners, L.P.
N/A—20,837-20,837-100%$2.0M———
BFC Planning, Inc.
N/A—20,490-20,490-100%$2.0M———
AE Wealth Management LLC
N/A—20,469-20,469-100%$2.0M———
Scotia Capital Inc.
N/A—19,510-19,510-100%$1.9M———
Catalyst Financial Partners LLC
N/A—18,757-18,757-100%$1.8M———
First American Trust, FSB
N/A—18,703-18,703-100%$1.8M———
Cary Street Partners Financial LLC
N/A—18,691-18,691-100%$1.8M———
&partners
N/A—17,969-17,969-100%$1.7M———
Quantum Portfolio Management LLC
N/A—16,883-16,883-100%$1.6M———
Nwam LLC
N/A—16,675-16,675-100%$1.6M———
Personal CFO Solutions, LLC
N/A—16,531-16,531-100%$1.6M———
Novus Advisors, LLC
N/A—16,319-16,319-100%$1.6M———
Stephens Inc
N/A—15,647-15,647-100%$1.5M———
Betterment LLC
N/A—15,570-15,570-100%$1.5M———
SageView Advisory Group, LLC
N/A—15,264-15,264-100%$1.5M———
New England Asset Management Inc
N/A—15,256-15,256-100%$1.5M———
Strategic Investment Advisors / MI
N/A—14,934-14,934-100%$1.4M———
Advisory Services Network, LLC
N/A—14,783-14,783-100%$1.4M———
UMB Bank, n.a.
N/A—14,298-14,298-100%$1.4M———
Arax Advisory Partners
N/A—14,267-14,267-100%$1.4M———
Prudential Financial Inc
N/A—13,790-13,790-100%$1.3M———
Nicolet Bankshares Inc
N/A—13,562-13,562-100%$1.3M———
Oakmont Advisory Group, LLC
N/A—12,631-12,631-100%$1.2M———
1015 Capital Partners, LLC
N/A—12,605-12,605-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—12,550-12,550-100%$1.2M———
First Western Trust Bank
N/A—12,419-12,419-100%$1.2M———
Whittier Trust Co
N/A—12,373-12,373-100%$1.2M———
Pure Financial Advisors, LLC
N/A—12,317-12,317-100%$1.2M———
Captrust Financial Advisors
N/A—11,518-11,518-100%$1.1M———
American Money Management, LLC
N/A—11,000-11,000-100%$1.1M———
Icon Advisers Inc
N/A—10,000-10,000-100%$963.7K———
Infrastructure Capital Advisors, LLC
N/A—9,910-9,910-100%$949.8K———
Sona Asset Management (US) LLC
N/A—9,504-9,504-100%$915.9K———
Jones Financial Companies Lllp
N/A—9,457-9,457-100%$910.0K———
Two Sigma Investments, LP
N/A—9,040-9,040-100%$871.2K———
GeoWealth Management, LLC
N/A—8,733-8,733-100%$841.7K———
Teachers Retirement System of the State of Kentucky
N/A—8,621-8,621-100%$831.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,536-8,536-100%$822.6K———
Founders Financial Alliance, LLC
N/A—8,445-8,445-100%$813.9K———
Richard W. Paul & Associates, LLC
N/A—8,336-8,336-100%$803.4K———
Genesis Financial Group, LLC
N/A—8,265-8,265-100%$796.5K———
Continuum Advisory, LLC
N/A—8,197-8,197-100%$790.0K———
Coppell Advisory Solutions LLC
N/A—7,859-7,859-100%$1.5M———
GSA Capital Partners LLP
N/A—7,305-7,305-100%$704.0K———
DV Trading LLC
N/A—7,106-7,106-100%$684.8K———
Transamerica Financial Advisors, LLC
N/A—6,902-6,902-100%$665.2K———
Wealthgarden F.S. LLC
N/A—6,857-6,857-100%$660.8K———
Hyundai Investments Co., Ltd.
N/A—6,788-6,788-100%$654.4K———
Snowden Capital Advisors LLC
N/A—6,704-6,704-100%$646.1K———
Advisory Alpha, LLC
N/A—6,700-6,700-100%$645.7K———
Aptus Capital Advisors, LLC
N/A—6,511-6,511-100%$627.5K———
Novak & Powell Financial Services, Inc.
N/A—6,218-6,218-100%$599.3K———
Gladstone Institutional Advisory LLC
N/A—6,060-6,060-100%$584.0K———
Pathstone Holdings, LLC
N/A—6,010-6,010-100%$579.2K———
Orion Porfolio Solutions, LLC
N/A—5,991-5,991-100%$577.3K———
Van Diest Capital, LLC
N/A—5,583-5,583-100%$538.1K———
Sequoia Financial Advisors, LLC
N/A—5,570-5,570-100%$536.8K———
AlTi Global, Inc.
N/A—5,544-5,544-100%$534.3K———
Neuberger Berman Group LLC
N/A—5,493-5,493-100%$529.4K———
CIBC Bancorp USA Inc.
N/A—5,271-5,271-100%$508.0K———
PFG Investments, LLC
N/A—4,929-4,929-100%$475.0K———
Coldstream Capital Management Inc
N/A—4,927-4,927-100%$474.8K———
Stratos Wealth Partners, Ltd.
N/A—4,861-4,861-100%$468.5K———
Merit Financial Group, LLC
N/A—4,454-4,454-100%$429.2K———
Smartleaf Asset Management LLC
N/A—4,358-4,358-100%$420.1K———
Rialto Wealth Management, LLC
N/A—4,350-4,350-100%$419.2K———
Hancock Whitney Corp
N/A—4,326-4,326-100%$416.9K———
Regatta Research & Money Management
N/A—4,311-4,311-100%$415.4K———
Empower Advisory Group, LLC
N/A—4,127-4,127-100%$397.7K———
Adams Wealth Management
N/A—4,072-4,072-100%$392.4K———
CacheTech Inc.
N/A—4,072-4,072-100%$392.4K———
Ameritas Advisory Services, LLC
N/A—4,065-4,065-100%$391.7K———
Bartlett & Co. Wealth Management LLC
N/A—4,036-4,036-100%$388.9K———
Nuveen, LLC
N/A—3,991-3,991-100%$384.6K———
Security National Bank of Sioux City Iowa
N/A—3,991-3,991-100%$384.6K———
M&T Bank Corp
N/A—3,959-3,959-100%$381.5K———
Quotient Wealth Partners, LLC
N/A—3,673-3,673-100%$354.0K———
Manufacturers Life Insurance Company, the
N/A—3,641-3,641-100%$350.9K———
Vestmark Advisory Solutions, Inc.
N/A—3,624-3,624-100%$349.2K———
Argent Trust Co
N/A—3,615-3,615-100%$348.4K———
Wilson & Boucher Capital Management, LLC
N/A—3,600-3,600-100%$346.9K———
Janney Montgomery Scott LLC
N/A—3,436-3,436-100%$331.0K———
Medallion Wealth Advisors, LLC
N/A—3,254-3,254-100%$313.6K———
McLean Asset Management Corp
N/A—3,245-3,245-100%$310.5K———
Benjamin Edwards Inc
N/A—3,242-3,242-100%$312.5K———
Fiduciary Wealth Partners, LLC
N/A—3,183-3,183-100%$306.7K———
Continental Investors Services, Inc.
N/A—3,089-3,089-100%$295.5K———
Park Square Financial Group, LLC
N/A—3,075-3,075-100%$296.3K———
Heritage Trust Co
N/A—3,019-3,019-100%$290.9K———
Invesco Ltd.
N/A—3,000-3,000-100%$289.1K———
Maridea Wealth Management LLC
N/A—2,929-2,929-100%$282.3K———
Commerce Bank
N/A—2,870-2,870-100%$276.6K———
Kovack Advisors, Inc.
N/A—2,858-2,858-100%$274.2K———
Bridgewater Advisors Inc.
N/A—2,850-2,850-100%$272.0K———
FSA Advisors, Inc.
N/A—2,838-2,838-100%$273.5K———
Huntington National Bank
N/A—2,681-2,681-100%$258.4K———
Composition Wealth, LLC
N/A—2,551-2,551-100%$245.9K———
Bridgewater Associates, LP
N/A—2,522-2,522-100%$243.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—2,500-2,500-100%$240.9K———
Tiemann Investment Advisors, LLC
N/A—2,500-2,500-100%$240.9K———
Waverly Advisors, LLC
N/A—2,459-2,459-100%$236.9K———
Axis Wealth Partners, LLC
N/A—2,445-2,445-100%$235.6K———
Boston Family Office LLC
N/A—2,445-2,445-100%$236.0K———
GTS Securities LLC
N/A—2,424-2,424-100%$233.6K———
Pinnacle Financial Partners, Inc.
N/A—2,419-2,419-100%$233.2K———
EWA, LLC
N/A—2,352-2,352-100%$226.7K———
Investments & Financial Planning, LLC
N/A—2,311-2,311-100%$222.7K———
Johnson Financial Group, Inc.
N/A—2,300-2,300-100%$221.7K———
Western Wealth Management, LLC
N/A—2,264-2,264-100%$218.2K———
IMA Advisory Services, Inc.
N/A—2,242-2,242-100%$216.1K———
Keystone Financial Group
N/A—2,232-2,232-100%$215.1K———
Flow Traders U.S. LLC
N/A—2,218-2,218-100%$214.0K———
Azimuth Capital Investment Management LLC
N/A—2,211-2,211-100%$213.1K———
TRU Independence Asset Management 2, LLC
N/A—2,183-2,183-100%$210.4K———
Great Valley Advisor Group, Inc.
N/A—2,169-2,169-100%$208.6K———
Brookwood Investment Group LLC
N/A—2,133-2,133-100%$205.6K———
Whittier Trust Co of Nevada Inc
N/A—2,120-2,120-100%$203.6K———
Qube Research & Technologies Ltd
N/A—1,895-1,895-100%$182.6K———
Clearstead Advisors, LLC
N/A—1,607-1,607-100%$154.9K———
Meramec Financial Planners, LLC
N/A—1,601-1,601-100%$152.8K———
Palouse Capital Management, Inc.
N/A—1,576-1,576-100%$151.9K———
Boyd Watterson Asset Management LLC
N/A—1,541-1,541-100%$148.5K———
N.E.W. Advisory Services LLC
N/A—1,050-1,050-100%$101.2K———
JTC Employer Solutions Trustee Ltd
N/A—1,000-1,000-100%$96.0K———
FMR LLC
N/A—955-955-100%$92.0K———
Capital Analysts, LLC
N/A—929-929-100%$90.0K———
Banque Cantonale Vaudoise
N/A—910-910-100%$88.0K———
Ameriflex Group, Inc.
N/A—847-847-100%$81.7K———
Lazard Asset Management LLC
N/A—800-800-100%$77.1K———
Bogart Wealth, LLC
N/A—760-760-100%$73.2K———
Institute for Wealth Management, Llc.
N/A—734-734-100%$70.7K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—710-710-100%$68.4K———
Truvestments Capital LLC
N/A—619-619-100%$59.7K———
Glen Eagle Advisors, LLC
N/A—511-511-100%$49.2K———
Caitlin John, LLC
N/A—504-504-100%$48.6K———
Basepoint Wealth LLC
N/A—434-434-100%$41.8K———
Pinney & Scofield, Inc.
N/A—420-420-100%$40.5K———
Keating Financial Advisory Services, Inc.
N/A—416-416-100%$40.1K———
Ballast Advisors LLC
N/A—290-290-100%$27.9K———
Index Technologies Group LLC
N/A—259-259-100%$25.0K———
Strategic Wealth Partners, Ltd.
N/A—234-234-100%$22.6K———
Seneschal Advisors, LLC
N/A—233-233-100%$22.5K———
Webster Bank, N. A.
N/A—223-223-100%$21.5K———
Blair William & Co
N/A—218-218-100%$21.0K———
GW&K Investment Management, LLC
N/A—200-200-100%$19———
Allworth Financial LP
N/A—181-181-100%$17.4K———
Front Row Advisors LLC
N/A—169-169-100%$16.2K———
ST Germain D J Co Inc
N/A—166-166-100%$16.0K———
Measured Wealth Private Client Group, LLC
N/A—132-132-100%$12.7K———
Chesapeake Asset Management LLC
N/A—125-125-100%$12.0K———
Darwin Wealth Management, LLC
N/A—114-114-100%$11.0K———
Sachetta, LLC
N/A—91-91-100%$8.8K———
HM Payson & Co
N/A—75-75-100%$7.2K———
FWL Investment Management, LLC
N/A—65-65-100%$6.3K———
Fiduciary Financial Advisors
N/A—43-43-100%$4.1K———
Coston, McIsaac & Partners
N/A—22-22-100%$2———
Hollencrest Capital Management
N/A—21-21-100%$2.0K———
Mpwm Advisory Solutions, LLC
N/A—16-16-100%$1.5K———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$96———
Dogwood Wealth Management LLC
N/A—1-1-100%$93———
Strive Financial Group,LLC
N/A—1-1-100%$51———
BNP Paribas
N/A—1-1-100%$96———
Deutsche Bank Ag\
N/A—1-1-100%$96———
Boreal Capital Management LLC
N/A—00—$241.6K———
Showing 589 of 589 institutions