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SS Spdr S&P 500 Foss FL ETF (SPYX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Windmill Hill Asset Management Ltd
INCREASED
Shares5,996,176 from 5,426,150
Change+570,026 (+11%)
Value$374.6M (+$43.1M)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares1,228,750 from 1,296,357
Change-67,607 (-5%)
Value$76.8M (-$2.4M)
Filed 2026-11-05
Gemmer Asset Management LLC
INCREASED
Shares453,917 from 451,355
Change+2,562 (+1%)
Value$28.4M (+$782.9K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares154,439 from 155,573
Change-1,134 (-1%)
Value$9.6M (+$143.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares153,944 from 154,904
Change-960 (-1%)
Value$9.6K (-$9.5M)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares146,084 from 121,368
Change+24,716 (+20%)
Value$9.1M (+$1.7M)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares100,831 from 100,831
Change0 (0%)
Value$6.3M (+$139.1K)
Filed 2026-10-30
Stonehearth Capital Management, LLC
DECREASED
Shares68,322 from 68,710
Change-388 (-1%)
Value$4.3M (+$70.6K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares49,812 from 48,803
Change+1,009 (+2%)
Value$3.1M (+$130.4K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares49,590 from 49,590
Change0 (0%)
Value$3.1M (+$68.4K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares47,340 from 47,368
Change-28 (0%)
Value$3.0M (+$63.6K)
Filed 2026-10-28
AGF Management LTD
INCREASED
Shares43,975 from 43,925
Change+50 (+0%)
Value$2.7M (+$63.7K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares41,348 from 41,136
Change+212 (+1%)
Value$2.6M (+$70.0K)
Filed 2026-11-02
Oxler Private Wealth LLC
INCREASED
Shares41,234 from 41,181
Change+53 (+0%)
Value$2.6M (+$60.1K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares40,295 from 34,895
Change+5,400 (+15%)
Value$2.5M (+$385.6K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares34,310 from 35,100
Change-790 (-2%)
Value$2.1M (-$885)
Filed 2026-10-16
Marino, Stram & Associates LLC
DECREASED
Shares32,648 from 33,028
Change-380 (-1%)
Value$2.0M (+$21.9K)
Filed 2026-10-22
Maseco LLP
DECREASED
Shares31,222 from 34,150
Change-2,928 (-9%)
Value$2.0M (-$138.2K)
Filed 2026-10-27
Citizens Financial Group Inc
UNCHANGED
Shares30,200 from 30,200
Change0 (0%)
Value$1.9M (+$41.7K)
Filed 2026-10-23
Boyd Wealth Management, LLC
INCREASED
Shares29,731 from 29,590
Change+141 (+0%)
Value$1.9M (+$49.6K)
Filed 2026-10-20
Advisory Solutions Group, LLC
DECREASED
Shares28,731 from 29,288
Change-557 (-2%)
Value$1.8M (+$5.6K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED
Shares27,825 from 27,825
Change0 (0%)
Value$1.7M (+$38.4K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares25,264 from 25,264
Change0 (0%)
Value$1.6K (-$1.5M)
Filed 2026-10-16
Capital City Trust Co
UNCHANGED
Shares24,138 from 24,138
Change0 (0%)
Value$1.5M (+$33.3K)
Filed 2026-10-22
Sentinel Trust Co LBA
INCREASED
Shares23,624 from 21,515
Change+2,109 (+10%)
Value$1.5K (+$161)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares22,683
Change+22,683
Value$1.4M
Filed 2026-10-21
Imc-Chicago, LLC
DECREASED
Shares22,208 from 44,848
Change-22,640 (-50%)
Value$1.4M (-$1.4M)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares20,523 from 17,849
Change+2,674 (+15%)
Value$1.3M (+$191.7K)
Filed 2026-10-13
eCIO, Inc.
INCREASED
Shares20,286 from 19,956
Change+330 (+2%)
Value$1.3M (+$76.3K)
Filed 2026-11-02
Bell Investment Advisors, Inc
DECREASED
Shares19,903 from 20,042
Change-139 (-1%)
Value$1.2M (+$19.0K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
DECREASED
Shares19,712 from 19,715
Change-3 (0%)
Value$1.3M (+$41.8K)
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares19,477 from 10,575
Change+8,902 (+84%)
Value$1.2K (-$644.8K)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares16,879 from 16,856
Change+23 (+0%)
Value$1.1M (+$24.7K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares16,556 from 16,265
Change+291 (+2%)
Value$1.0M (+$40.6K)
Filed 2026-10-30
Farrow Financial, Inc.
UNCHANGED
Shares15,354 from 15,354
Change0 (0%)
Value$959.3K (+$21.2K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,106 from 14,888
Change+218 (+1%)
Value$957.6K (+$35.7K)
Filed 2026-10-13
Matrix Asset Advisors Inc
INCREASED
Shares13,499 from 13,385
Change+114 (+1%)
Value$843.4K (+$25.6K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares13,351 from 11,314
Change+2,037 (+18%)
Value$834.2K (+$142.9K)
Filed 2026-10-21
Johnson Financial Group, LLC
DECREASED
Shares12,845 from 16,922
Change-4,077 (-24%)
Value$802.6K (-$231.4K)
Filed 2026-11-03
Values Added Financial LLC
UNCHANGED
Shares11,979 from 11,979
Change0 (0%)
Value$748.4K (+$16.5K)
Filed 2026-10-28
William Mack & Associates, Inc.
DECREASED
Shares11,791 from 11,893
Change-102 (-1%)
Value$736.7K (+$10.0K)
Filed 2026-10-27
Facet Wealth, Inc.
DECREASED
Shares11,781 from 11,794
Change-13 (0%)
Value$736.1K (+$15.5K)
Filed 2026-11-04
Enclave Advisors LLC
DECREASED
Shares10,925 from 11,164
Change-239 (-2%)
Value$682.6K (+$473)
Filed 2026-10-14
Burns J W & Co Inc
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$671.7K (+$14.8K)
Filed 2026-10-20
Human Investing LLC
UNCHANGED
Shares9,947 from 9,947
Change0 (0%)
Value$621.5K (+$13.7K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares9,835 from 9,280
Change+555 (+6%)
Value$614.5K (+$47.5K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares9,501 from 9,343
Change+158 (+2%)
Value$593.6K (+$22.8K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares9,414 from 9,473
Change-59 (-1%)
Value$588 (-$578.4K)
Filed 2026-11-05
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares9,000 from 9,325
Change-325 (-3%)
Value$562.3K (-$7.4K)
Filed 2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED
Shares8,925 from 8,925
Change0 (0%)
Value$557.6K (+$12.3K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares8,405 from 8,501
Change-96 (-1%)
Value$525.1K (+$5.8K)
Filed 2026-11-02
Bailard, Inc.
UNCHANGED
Shares8,147 from 8,147
Change0 (0%)
Value$509.0K (+$11.2K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares8,092 from 8,071
Change+21 (+0%)
Value$503.1K (+$14.9K)
Filed 2026-10-27
Trademark Financial Management, LLC
UNCHANGED
Shares7,785 from 7,785
Change0 (0%)
Value$486.4K (+$10.7K)
Filed 2026-10-23
Sovran Advisors, LLC
UNCHANGED
Shares7,690 from 7,690
Change0 (0%)
Value$484.1K (+$16.2K)
Filed 2026-11-02
North Berkeley Wealth Management, LLC
UNCHANGED
Shares7,498 from 7,498
Change0 (0%)
Value$468.5K (+$10.3K)
Filed 2026-11-02
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares7,385 from 7,369
Change+16 (+0%)
Value$461.4K (+$11.1K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
INCREASED
Shares7,278 from 7,271
Change+7 (+0%)
Value$454.8K (+$10.3K)
Filed 2026-11-02
Blvd Private Wealth, LLC
DECREASED
Shares7,163 from 7,356
Change-193 (-3%)
Value$447.6K (-$1.9K)
Filed 2026-10-14
Financial Insights, Inc.
DECREASED
Shares7,159 from 7,168
Change-9 (0%)
Value$447.3K (+$9.3K)
Filed 2026-10-27
Foronjy Financial LLC
INCREASED
Shares6,874 from 6,710
Change+164 (+2%)
Value$429.5K (+$19.5K)
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares6,170 from 6,861
Change-691 (-10%)
Value$381.3K (-$38.0K)
Filed 2026-11-04
MRA Advisory Group
UNCHANGED
Shares6,149 from 6,149
Change0 (0%)
Value$384.2K (+$8.5K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,134 from 6,042
Change+92 (+2%)
Value$383.3K (+$14.1K)
Filed 2026-10-13
South Shore Capital Advisors
INCREASED
Shares6,129 from 4,968
Change+1,161 (+23%)
Value$382.9K (+$79.4K)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares5,929 from 5,929
Change0 (0%)
Value$370.4K (+$8.2K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares5,695 from 5,216
Change+479 (+9%)
Value$355.8K (+$37.1K)
Filed 2026-11-05
Evanson Financial, LLC
UNCHANGED
Shares5,648 from 5,648
Change0 (0%)
Value$352.9K (+$7.8K)
Filed 2026-10-23
Ironwood Financial, llc
UNCHANGED
Shares5,577 from 5,577
Change0 (0%)
Value$348.5K (+$5.7K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares5,303 from 6,259
Change-956 (-15%)
Value$331.3K (-$51.1K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares4,916 from 5,206
Change-290 (-6%)
Value$307.2K (-$10.9K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares4,556 from 7,547
Change-2,991 (-40%)
Value$284.7K (-$176.5K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares4,540 from 4,540
Change0 (0%)
Value$283.7K (+$6.3K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$281.2K (+$6.2K)
Filed 2026-10-23
Seneca Financial Advisors LLC
INCREASED
Shares4,434 from 4,425
Change+9 (+0%)
Value$277.0K (+$6.7K)
Filed 2026-10-28
4Thought Financial Group Inc.
DECREASED
Shares4,316 from 4,402
Change-86 (-2%)
Value$269.7K (+$737)
Filed 2026-11-02
FSM Wealth Advisors, LLC
INCREASED
Shares4,275 from 4,271
Change+4 (+0%)
Value$271.0K (+$10.0K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
NEW
Shares4,250
Change+4,250
Value$265.5K
Filed 2026-10-23
Rockingstone Advisors LLC
DECREASED
Shares4,160 from 4,300
Change-140 (-3%)
Value$259.9K (-$2.8K)
Filed 2026-10-16
Bath Savings Trust Co
INCREASED
Shares4,075 from 3,425
Change+650 (+19%)
Value$254.6K (+$45.3K)
Filed 2026-10-07
Sigma Planning Corp
INCREASED
Shares4,037 from 4,021
Change+16 (+0%)
Value$252.2K (+$6.5K)
Filed 2026-10-23
Appleton Partners Inc
UNCHANGED
Shares3,855 from 3,855
Change0 (0%)
Value$241 (-$235.8K)
Filed 2026-10-30
Alpha Omega Wealth Management LLC
DECREASED
Shares3,750 from 4,450
Change-700 (-16%)
Value$234.3K (-$37.6K)
Filed 2026-10-23
Willow Creek Wealth Management Inc.
DECREASED
Shares3,653 from 3,881
Change-228 (-6%)
Value$228.2K (-$8.9K)
Filed 2026-10-26
Princeton Global Asset Management LLC
INCREASED
Shares3,556 from 2,848
Change+708 (+25%)
Value$222.2K (+$48.1K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
UNCHANGED
Shares3,505 from 3,505
Change0 (0%)
Value$219.0K (+$4.8K)
Filed 2026-10-15
Eastern Bank
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$213.1K (+$4.7K)
Filed 2026-10-05
Pacific Center for Financial Services
INCREASED
Shares3,333 from 3,330
Change+3 (+0%)
Value$208.2K (+$4.8K)
Filed 2026-10-15
Selective Wealth Management, Inc.
NEW
Shares3,276
Change+3,276
Value$207.1K
Filed 2026-10-16
Northern Financial Advisors Inc
DECREASED
Shares3,255 from 3,502
Change-247 (-7%)
Value$203.4K (-$10.6K)
Filed 2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED
Shares3,239 from 3,231
Change+8 (+0%)
Value$2.5M (+$56.9K)
Filed 2026-10-19
First Bancorp, Inc
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$195.6K (+$4.3K)
Filed 2026-10-26
AlphaCore Capital LLC
UNCHANGED
Shares3,064 from 3,064
Change0 (0%)
Value$191.4K (+$4.2K)
Filed 2026-11-04
First Pacific Financial
DECREASED
Shares2,670 from 2,671
Change-1 (0%)
Value$166.8K (+$3.6K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED
Shares2,544 from 2,544
Change0 (0%)
Value$158.9K (+$3.5K)
Filed 2026-10-22
Monetary Solutions, Ltd
INCREASED
Shares2,537 from 2,533
Change+4 (+0%)
Value$158.5K (+$3.7K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED
Shares2,073 from 2,073
Change0 (0%)
Value$129.5K (+$2.9K)
Filed 2026-11-03
Kennebec Savings Bank
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$112.1K (+$2.5K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$112.0K (+$2.5K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$102.8K (+$2.3K)
Filed 2026-10-07
Evermay Wealth Management LLC
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$86.3K (+$1.9K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$77.2K (+$1.7K)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$75.0K (+$1.7K)
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$65.7K (+$1.5K)
Filed 2026-10-07
Hager Investment Management Services, LLC
INCREASED
Shares874 from 854
Change+20 (+2%)
Value$54.6K (+$2.4K)
Filed 2026-11-04
First Financial Corp
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$52.7K (+$1.2K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares821 from 971
Change-150 (-15%)
Value$51.5K (-$8.0K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$48.7K (+$1.1K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares686 from 685
Change+1 (+0%)
Value$42.9K (+$1.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares549 from 493
Change+56 (+11%)
Value$34.3K (+$4.2K)
Filed 2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$33.7K (+$746)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares537 from 536
Change+1 (+0%)
Value$33.6K (+$810)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$22.2K (+$491)
Filed 2026-10-08
TFC Financial Management, Inc.
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$19.5K (+$470)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.7K (+$414)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.7K (+$414)
Filed 2026-11-02
Creative Financial Designs Inc
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$13.7K (+$302)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$11.8K (+$261)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$9.2K (+$203)
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$6.3K (+$139)
Filed 2026-10-21
Grove Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.2K (+$138)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$5.1K (+$111)
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.2K (+$52)
Filed 2026-10-27
Hickory Point Bank & Trust
NEW
Shares21
Change+21
Value$1.3K
Filed 2026-10-01
WPG Advisers, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.1K (+$23)
Filed 2026-10-27
Robinswood Financial LLC
CLOSED
Shares0 from 2,158
Change-2,158 (-100%)
Value$0 (-$131.9K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,176
Change-1,176 (-100%)
Value$0 (-$71.9K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 434
Change-434 (-100%)
Value$0 (-$26.6K)
Filed 2026-11-05
Choate Investment Advisors
N/A
Shares— from 2,278,337
Change-2,278,337 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,981,562
Change-1,981,562 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,087,515
Change-1,087,515 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 498,471
Change-498,471 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 466,568
Change-466,568 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 456,721
Change-456,721 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 455,027
Change-455,027 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 391,330
Change-391,330 (-100%)
Value—
Allianz SE
N/A
Shares— from 298,008
Change-298,008 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 291,227
Change-291,227 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 269,933
Change-269,933 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 257,545
Change-257,545 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 228,910
Change-228,910 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 211,657
Change-211,657 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 176,006
Change-176,006 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 173,168
Change-173,168 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 164,718
Change-164,718 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 160,095
Change-160,095 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 156,328
Change-156,328 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 121,445
Change-121,445 (-100%)
Value—
UBS Group AG
N/A
Shares— from 110,863
Change-110,863 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 99,741
Change-99,741 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 88,365
Change-88,365 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 85,856
Change-85,856 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 81,215
Change-81,215 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 78,208
Change-78,208 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 70,632
Change-70,632 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 65,877
Change-65,877 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 61,352
Change-61,352 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 49,769
Change-49,769 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 48,970
Change-48,970 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 48,537
Change-48,537 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 40,447
Change-40,447 (-100%)
Value—
FMR LLC
N/A
Shares— from 35,258
Change-35,258 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,463
Change-33,463 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 32,413
Change-32,413 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 31,655
Change-31,655 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 31,052
Change-31,052 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 29,797
Change-29,797 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,474
Change-27,474 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,304
Change-27,304 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,215
Change-26,215 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 25,553
Change-25,553 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 24,810
Change-24,810 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 21,481
Change-21,481 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 21,222
Change-21,222 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 21,202
Change-21,202 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,906
Change-20,906 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 19,584
Change-19,584 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,236
Change-19,236 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,975
Change-18,975 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,466
Change-18,466 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 18,438
Change-18,438 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17,309
Change-17,309 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 16,376
Change-16,376 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 15,843
Change-15,843 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 15,686
Change-15,686 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 15,462
Change-15,462 (-100%)
Value—
Commerce Bank
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 14,778
Change-14,778 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 14,763
Change-14,763 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,718
Change-14,718 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,456
Change-14,456 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 13,867
Change-13,867 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,972
Change-12,972 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 12,349
Change-12,349 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 11,432
Change-11,432 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,838
Change-8,838 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,455
Change-8,455 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 8,079
Change-8,079 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 7,912
Change-7,912 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,832
Change-7,832 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,396
Change-6,396 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 269
Change-269 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 114
Change-114 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Windmill Hill Asset Management Ltd
INCREASED5,996,1765,426,150+570,026+11%$331.5M$374.6M+$43.1M2026-10-28
Bank of New York Mellon Corp
DECREASED1,228,7501,296,357-67,607-5%$79.2M$76.8M-$2.4M2026-11-05
Gemmer Asset Management LLC
INCREASED453,917451,355+2,562+1%$27.6M$28.4M+$782.9K2026-10-16
Commonwealth Equity Services, LLC
DECREASED154,439155,573-1,134-1%$9.5M$9.6M+$143.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED153,944154,904-960-1%$9.5M$9.6K-$9.5M2026-11-02
Xponance LLC
INCREASED146,084121,368+24,716+20%$7.4M$9.1M+$1.7M2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED100,831100,83100%$6.2M$6.3M+$139.1K2026-10-30
Stonehearth Capital Management, LLC
DECREASED68,32268,710-388-1%$4.2M$4.3M+$70.6K2026-10-13
Axxcess Wealth Management, LLC
INCREASED49,81248,803+1,009+2%$3.0M$3.1M+$130.4K2026-10-21
Elevation Point Wealth Partners, LLC
UNCHANGED49,59049,59000%$3.0M$3.1M+$68.4K2026-11-05
Modera Wealth Management, LLC
DECREASED47,34047,368-280%$2.9M$3.0M+$63.6K2026-10-28
AGF Management LTD
INCREASED43,97543,925+50+0%$2.7M$2.7M+$63.7K2026-11-03
Creative Planning
INCREASED41,34841,136+212+1%$2.5M$2.6M+$70.0K2026-11-02
Oxler Private Wealth LLC
INCREASED41,23441,181+53+0%$2.5M$2.6M+$60.1K2026-10-21
Kestra Advisory Services, LLC
INCREASED40,29534,895+5,400+15%$2.1M$2.5M+$385.6K2026-11-02
PFG Advisors
DECREASED34,31035,100-790-2%$2.1M$2.1M-$8852026-10-16
Marino, Stram & Associates LLC
DECREASED32,64833,028-380-1%$2.0M$2.0M+$21.9K2026-10-22
Maseco LLP
DECREASED31,22234,150-2,928-9%$2.1M$2.0M-$138.2K2026-10-27
Citizens Financial Group Inc
UNCHANGED30,20030,20000%$1.8M$1.9M+$41.7K2026-10-23
Boyd Wealth Management, LLC
INCREASED29,73129,590+141+0%$1.8M$1.9M+$49.6K2026-10-20
Advisory Solutions Group, LLC
DECREASED28,73129,288-557-2%$1.8M$1.8M+$5.6K2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED27,82527,82500%$1.7M$1.7M+$38.4K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED25,26425,26400%$1.5M$1.6K-$1.5M2026-10-16
Capital City Trust Co
UNCHANGED24,13824,13800%$1.5M$1.5M+$33.3K2026-10-22
Sentinel Trust Co LBA
INCREASED23,62421,515+2,109+10%$1.3K$1.5K+$1612026-11-03
First Affirmative Financial Network
NEW22,683—+22,683——$1.4M—2026-10-21
Imc-Chicago, LLC
DECREASED22,20844,848-22,640-50%$2.7M$1.4M-$1.4M2026-11-05
Avior Wealth Management, LLC
INCREASED20,52317,849+2,674+15%$1.1M$1.3M+$191.7K2026-10-13
eCIO, Inc.
INCREASED20,28619,956+330+2%$1.2M$1.3M+$76.3K2026-11-02
Bell Investment Advisors, Inc
DECREASED19,90320,042-139-1%$1.2M$1.2M+$19.0K2026-10-29
Affinity Capital Advisors, LLC
DECREASED19,71219,715-30%$1.2M$1.3M+$41.8K2026-10-13
Summit Global Investments
INCREASED19,47710,575+8,902+84%$646.0K$1.2K-$644.8K2026-10-28
Focus Financial Network, Inc.
INCREASED16,87916,856+23+0%$1.0M$1.1M+$24.7K2026-10-14
Truist Financial Corp
INCREASED16,55616,265+291+2%$993.8K$1.0M+$40.6K2026-10-30
Farrow Financial, Inc.
UNCHANGED15,35415,35400%$938.1K$959.3K+$21.2K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED15,10614,888+218+1%$921.9K$957.6K+$35.7K2026-10-13
Matrix Asset Advisors Inc
INCREASED13,49913,385+114+1%$817.8K$843.4K+$25.6K2026-10-13
Trust Co of Vermont
INCREASED13,35111,314+2,037+18%$691.3K$834.2K+$142.9K2026-10-21
Johnson Financial Group, LLC
DECREASED12,84516,922-4,077-24%$1.0M$802.6K-$231.4K2026-11-03
Values Added Financial LLC
UNCHANGED11,97911,97900%$731.9K$748.4K+$16.5K2026-10-28
William Mack & Associates, Inc.
DECREASED11,79111,893-102-1%$726.7K$736.7K+$10.0K2026-10-27
Facet Wealth, Inc.
DECREASED11,78111,794-130%$720.6K$736.1K+$15.5K2026-11-04
Enclave Advisors LLC
DECREASED10,92511,164-239-2%$682.1K$682.6K+$4732026-10-14
Burns J W & Co Inc
UNCHANGED10,75010,75000%$656.8K$671.7K+$14.8K2026-10-20
Human Investing LLC
UNCHANGED9,9479,94700%$607.8K$621.5K+$13.7K2026-10-19
SteelPeak Wealth, LLC
INCREASED9,8359,280+555+6%$567.0K$614.5K+$47.5K2026-10-16
Lido Advisors, LLC
INCREASED9,5019,343+158+2%$570.8K$593.6K+$22.8K2026-11-04
Thrivent Financial for Lutherans
DECREASED9,4149,473-59-1%$579.0K$588-$578.4K2026-11-05
Cornerstone Wealth Advisors, Inc.
DECREASED9,0009,325-325-3%$569.8K$562.3K-$7.4K2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED8,9258,92500%$545.3K$557.6K+$12.3K2026-11-02
Golden State Wealth Management, LLC
DECREASED8,4058,501-96-1%$519.4K$525.1K+$5.8K2026-11-02
Bailard, Inc.
UNCHANGED8,1478,14700%$497.8K$509.0K+$11.2K2026-10-13
Chicago Partners Investment Group LLC
INCREASED8,0928,071+21+0%$488.2K$503.1K+$14.9K2026-10-27
Trademark Financial Management, LLC
UNCHANGED7,7857,78500%$475.7K$486.4K+$10.7K2026-10-23
Sovran Advisors, LLC
UNCHANGED7,6907,69000%$467.9K$484.1K+$16.2K2026-11-02
North Berkeley Wealth Management, LLC
UNCHANGED7,4987,49800%$458.1K$468.5K+$10.3K2026-11-02
Walled Lake Planning & Wealth Management, LLC
INCREASED7,3857,369+16+0%$450.3K$461.4K+$11.1K2026-10-29
Horst & Graben Wealth Management LLC
INCREASED7,2787,271+7+0%$444.5K$454.8K+$10.3K2026-11-02
Blvd Private Wealth, LLC
DECREASED7,1637,356-193-3%$449.5K$447.6K-$1.9K2026-10-14
Financial Insights, Inc.
DECREASED7,1597,168-90%$438.0K$447.3K+$9.3K2026-10-27
Foronjy Financial LLC
INCREASED6,8746,710+164+2%$410.0K$429.5K+$19.5K2026-10-14
Prospera Financial Services Inc
DECREASED6,1706,861-691-10%$419.3K$381.3K-$38.0K2026-11-04
MRA Advisory Group
UNCHANGED6,1496,14900%$375.7K$384.2K+$8.5K2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED6,1346,042+92+2%$369.2K$383.3K+$14.1K2026-10-13
South Shore Capital Advisors
INCREASED6,1294,968+1,161+23%$303.5K$382.9K+$79.4K2026-10-20
Fifth Third Bancorp
UNCHANGED5,9295,92900%$362.3K$370.4K+$8.2K2026-11-05
Rossby Financial, LCC
INCREASED5,6955,216+479+9%$318.7K$355.8K+$37.1K2026-11-05
Evanson Financial, LLC
UNCHANGED5,6485,64800%$345.1K$352.9K+$7.8K2026-10-23
Ironwood Financial, llc
UNCHANGED5,5775,57700%$342.7K$348.5K+$5.7K2026-10-20
US Bancorp \de\
DECREASED5,3036,259-956-15%$382.4K$331.3K-$51.1K2026-11-05
Evergreen Capital Management LLC
DECREASED4,9165,206-290-6%$318.1K$307.2K-$10.9K2026-10-23
Citigroup Inc
DECREASED4,5567,547-2,991-40%$461.1K$284.7K-$176.5K2026-11-04
Key FInancial Inc
UNCHANGED4,5404,54000%$277.4K$283.7K+$6.3K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED4,5004,50000%$275.0K$281.2K+$6.2K2026-10-23
Seneca Financial Advisors LLC
INCREASED4,4344,425+9+0%$270.4K$277.0K+$6.7K2026-10-28
4Thought Financial Group Inc.
DECREASED4,3164,402-86-2%$268.9K$269.7K+$7372026-11-02
FSM Wealth Advisors, LLC
INCREASED4,2754,271+4+0%$261.0K$271.0K+$10.0K2026-10-27
Kingswood Wealth Advisors, LLC
NEW4,250—+4,250——$265.5K—2026-10-23
Rockingstone Advisors LLC
DECREASED4,1604,300-140-3%$262.7K$259.9K-$2.8K2026-10-16
Bath Savings Trust Co
INCREASED4,0753,425+650+19%$209.3K$254.6K+$45.3K2026-10-07
Sigma Planning Corp
INCREASED4,0374,021+16+0%$245.7K$252.2K+$6.5K2026-10-23
Appleton Partners Inc
UNCHANGED3,8553,85500%$236.0K$241-$235.8K2026-10-30
Alpha Omega Wealth Management LLC
DECREASED3,7504,450-700-16%$271.9K$234.3K-$37.6K2026-10-23
Willow Creek Wealth Management Inc.
DECREASED3,6533,881-228-6%$237.1K$228.2K-$8.9K2026-10-26
Princeton Global Asset Management LLC
INCREASED3,5562,848+708+25%$174.0K$222.2K+$48.1K2026-10-21
Hoxton Planning & Management, LLC
UNCHANGED3,5053,50500%$214.2K$219.0K+$4.8K2026-10-15
Eastern Bank
UNCHANGED3,4113,41100%$208.4K$213.1K+$4.7K2026-10-05
Pacific Center for Financial Services
INCREASED3,3333,330+3+0%$203.5K$208.2K+$4.8K2026-10-15
Selective Wealth Management, Inc.
NEW3,276—+3,276——$207.1K—2026-10-16
Northern Financial Advisors Inc
DECREASED3,2553,502-247-7%$214.0K$203.4K-$10.6K2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED3,2393,231+8+0%$2.4M$2.5M+$56.9K2026-10-19
First Bancorp, Inc
UNCHANGED3,1303,13000%$191.2K$195.6K+$4.3K2026-10-26
AlphaCore Capital LLC
UNCHANGED3,0643,06400%$187.2K$191.4K+$4.2K2026-11-04
First Pacific Financial
DECREASED2,6702,671-10%$163.2K$166.8K+$3.6K2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED2,5442,54400%$155.4K$158.9K+$3.5K2026-10-22
Monetary Solutions, Ltd
INCREASED2,5372,533+4+0%$154.8K$158.5K+$3.7K2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED2,0732,07300%$126.7K$129.5K+$2.9K2026-11-03
Kennebec Savings Bank
UNCHANGED1,7941,79400%$109.6K$112.1K+$2.5K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED1,7921,79200%$109.5K$112.0K+$2.5K2026-10-23
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,6451,64500%$100.5K$102.8K+$2.3K2026-10-07
Evermay Wealth Management LLC
UNCHANGED1,3821,38200%$84.4K$86.3K+$1.9K2026-11-05
Private Trust Co NA
UNCHANGED1,2361,23600%$75.5K$77.2K+$1.7K2026-10-20
Parallel Advisors, LLC
UNCHANGED1,2001,20000%$73.3K$75.0K+$1.7K2026-11-03
Investors Research Corp
UNCHANGED1,0511,05100%$64.2K$65.7K+$1.5K2026-10-07
Hager Investment Management Services, LLC
INCREASED874854+20+2%$52.2K$54.6K+$2.4K2026-11-04
First Financial Corp
UNCHANGED84384300%$51.5K$52.7K+$1.2K2026-10-13
TD Waterhouse Canada Inc.
DECREASED821971-150-15%$59.5K$51.5K-$8.0K2026-10-16
Asset Dedication, LLC
UNCHANGED78078000%$47.7K$48.7K+$1.1K2026-11-03
Larson Financial Group LLC
INCREASED686685+1+0%$41.8K$42.9K+$1.0K2026-11-05
Farther Finance Advisors, LLC
INCREASED549493+56+11%$30.1K$34.3K+$4.2K2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED54054000%$33.0K$33.7K+$7462026-10-28
Harbor Asset Planning, Inc.
INCREASED537536+1+0%$32.8K$33.6K+$8102026-10-23
CoreCap Advisors, LLC
UNCHANGED35635600%$21.8K$22.2K+$4912026-10-08
TFC Financial Management, Inc.
UNCHANGED31131100%$19.0K$19.5K+$4702026-10-26
Lanark Financial, Inc.
UNCHANGED30030000%$18.3K$18.7K+$4142026-10-26
Westside Investment Management, Inc.
UNCHANGED30030000%$18.3K$18.7K+$4142026-11-02
Creative Financial Designs Inc
UNCHANGED21921900%$13.4K$13.7K+$3022026-11-04
Kroeger Financial Partners
UNCHANGED18918900%$11.5K$11.8K+$2612026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED14714700%$9.0K$9.2K+$2032026-10-27
Assetmark, Inc
UNCHANGED10110100%$6.2K$6.3K+$1392026-10-21
Grove Bank & Trust
UNCHANGED10010000%$6.1K$6.2K+$1382026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED818100%$5.0K$5.1K+$1112026-10-27
North Star Investment Management Corp.
UNCHANGED353500%$2.1K$2.2K+$522026-10-27
Hickory Point Bank & Trust
NEW21—+21——$1.3K—2026-10-01
WPG Advisers, LLC
UNCHANGED171700%$1.0K$1.1K+$232026-10-27
Robinswood Financial LLC
CLOSED02,158-2,158-100%$131.9K$0-$131.9K2026-10-20
AdvisorNet Financial, Inc
CLOSED01,176-1,176-100%$71.9K$0-$71.9K2026-10-15
Brooklyn FI, LLC
CLOSED0434-434-100%$26.6K$0-$26.6K2026-11-05
Choate Investment Advisors
N/A—2,278,337-2,278,337-100%$139.2M———
Betterment LLC
N/A—1,981,562-1,981,562-100%$121.1M———
Bank of America Corp
N/A—1,087,515-1,087,515-100%$66.4M———
LPL Financial LLC
N/A—498,471-498,471-100%$30.5M———
PNC Financial Services Group, Inc.
N/A—466,568-466,568-100%$28.5M———
Morgan Stanley
N/A—456,721-456,721-100%$27.9M———
Spinnaker Trust
N/A—455,027-455,027-100%$27.8M———
Beacon Pointe Advisors, LLC
N/A—391,330-391,330-100%$23.9M———
Allianz SE
N/A—298,008-298,008-100%$18.2M———
Partners Capital Investment Group, LLP
N/A—291,227-291,227-100%$17.8M———
Pathstone Holdings, LLC
N/A—269,933-269,933-100%$16.5M———
Ameriprise Financial Inc
N/A—257,545-257,545-100%$15.7M———
Royal Bank of Canada
N/A—228,910-228,910-100%$14.0M———
Mariner, LLC
N/A—211,657-211,657-100%$12.9M———
Gould Asset Management LLC
N/A—176,006-176,006-100%$10.8M———
Seeds Investor LLC
N/A—173,168-173,168-100%$10.6M———
Retirement Income Solutions, Inc
N/A—164,718-164,718-100%$8.7M———
Rockefeller Capital Management L.P.
N/A—160,095-160,095-100%$9.8M———
Cerity Partners LLC
N/A—156,328-156,328-100%$9.6M———
SEI Investments Co
N/A—121,445-121,445-100%$7.4M———
UBS Group AG
N/A—110,863-110,863-100%$6.8M———
Goldman Sachs Group Inc
N/A—99,741-99,741-100%$6.1M———
Tiff Advisory Services, LLC
N/A—88,365-88,365-100%$5.4M———
Crux Wealth Advisors
N/A—85,856-85,856-100%$5.2M———
Harbour Investments, Inc.
N/A—81,215-81,215-100%$5.0M———
Wells Fargo & Company
N/A—78,208-78,208-100%$4.8M———
Flputnam Investment Management Co
N/A—70,632-70,632-100%$4.3M———
Brown Brothers Harriman & Co
N/A—65,877-65,877-100%$4.0M———
Milestone Investment Advisors LLC
N/A—61,352-61,352-100%$3.7M———
Osaic Holdings, Inc.
N/A—49,769-49,769-100%$3.0M———
Raymond James Financial Inc
N/A—48,970-48,970-100%$3.0M———
HighTower Advisors, LLC
N/A—48,537-48,537-100%$3.0M———
Jones Financial Companies Lllp
N/A—40,447-40,447-100%$2.4M———
FMR LLC
N/A—35,258-35,258-100%$2.2M———
Envestnet Asset Management Inc
N/A—33,463-33,463-100%$2.0M———
OneDigital Investment Advisors LLC
N/A—32,413-32,413-100%$2.0M———
Fortis Capital Management LLC
N/A—31,655-31,655-100%$1.9M———
United Capital Financial Advisors, LLC
N/A—31,052-31,052-100%$1.9M———
Operose Advisors LLC
N/A—29,797-29,797-100%$1.8M———
AQR Capital Management LLC
N/A—28,572-28,572-100%$1.7M———
JPMorgan Chase & Co
N/A—27,474-27,474-100%$1.7M———
Wealthfront Advisers LLC
N/A—27,304-27,304-100%$1.7M———
MML Investors Services, LLC
N/A—26,215-26,215-100%$1.6M———
PFG Investments, LLC
N/A—25,553-25,553-100%$1.6M———
Alesco Advisors, LLC, An ESL Co
N/A—24,810-24,810-100%$1.5M———
Bradley Foster & Sargent Inc
N/A—21,500-21,500-100%$1.3M———
Essex Financial Services, Inc.
N/A—21,481-21,481-100%$1.3M———
Wescap Management Group, Inc.
N/A—21,222-21,222-100%$1.3M———
Western Wealth Management, LLC
N/A—21,202-21,202-100%$1.3M———
Stifel Financial Corp
N/A—20,906-20,906-100%$1.3M———
Bragg Financial Advisors, Inc
N/A—19,584-19,584-100%$1.2M———
Cetera Investment Advisers
N/A—19,236-19,236-100%$1.2M———
Citadel Advisors LLC
N/A—18,975-18,975-100%$1.2M———
Cresset Asset Management, LLC
N/A—18,466-18,466-100%$1.1M———
RED Reef Advisors LLC
N/A—18,438-18,438-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—17,309-17,309-100%$1.1M———
Glenmede Trust Co NA
N/A—16,376-16,376-100%$1.0M———
IMA Advisory Services, Inc.
N/A—16,315-16,315-100%$996.8K———
GTS Securities LLC
N/A—15,992-15,992-100%$977.1K———
EP Wealth Advisors, LLC
N/A—15,980-15,980-100%$976.3K———
Bridgewater Advisors Inc.
N/A—15,843-15,843-100%$985.9K———
Trevian Wealth Management LLC
N/A—15,686-15,686-100%$958.4K———
AlTi Global, Inc.
N/A—15,462-15,462-100%$944.7K———
Commerce Bank
N/A—15,310-15,310-100%$935.4K———
Moneta Group Investment Advisors LLC
N/A—14,778-14,778-100%$903.0K———
HighPoint Advisor Group LLC
N/A—14,763-14,763-100%$902.0K———
Mercer Global Advisors Inc
N/A—14,718-14,718-100%$899.3K———
Tower Research Capital LLC (TRC)
N/A—14,456-14,456-100%$883.3K———
1832 Asset Management L.P.
N/A—13,867-13,867-100%$847.3K———
Ally Invest Advisors Inc.
N/A—12,987-12,987-100%$793.5K———
Arax Advisory Partners
N/A—12,972-12,972-100%$792.6K———
Constant Guidance Financial LLC
N/A—12,425-12,425-100%$759.2K———
Ameritas Investment Partners, Inc.
N/A—12,349-12,349-100%$754.5K———
NewEdge Advisors, LLC
N/A—11,525-11,525-100%$704.2K———
Fiduciary Group, LLC
N/A—11,432-11,432-100%$698.5K———
Tidal Investments LLC
N/A—10,546-10,546-100%$913.9K———
CIBC World Market Inc.
N/A—10,055-10,055-100%$614.4K———
Captrust Financial Advisors
N/A—9,167-9,167-100%$560.1K———
Savant Capital, LLC
N/A—8,910-8,910-100%$508.5K———
Private Advisor Group, LLC
N/A—8,905-8,905-100%$544.1K———
Equitable Holdings, Inc.
N/A—8,838-8,838-100%$540.0K———
Cbiz Investment Advisory Services, LLC
N/A—8,490-8,490-100%$450.2K———
Integrated Wealth Concepts LLC
N/A—8,461-8,461-100%$517.0K———
Global Retirement Partners, LLC
N/A—8,455-8,455-100%$516.6K———
Susquehanna International Group, LLP
N/A—8,365-8,365-100%$511.1K———
Parkwoods Wealth Partners, LLC
N/A—8,140-8,140-100%$497.4K———
Rollins Financial Advisors, LLC
N/A—8,079-8,079-100%$493.6K———
Douglass Winthrop Advisors, LLC
N/A—8,000-8,000-100%$488.8K———
Diversified Trust Co
N/A—7,932-7,932-100%$484.6K———
Sankala Group LLC
N/A—7,912-7,912-100%$497.8K———
First Manhattan Co. Llc.
N/A—7,909-7,909-100%$483.2K———
Great Valley Advisor Group, Inc.
N/A—7,832-7,832-100%$478.5K———
Endeavor Private Wealth, Inc.
N/A—7,440-7,440-100%$454.6K———
NorthRock Partners, LLC
N/A—7,247-7,247-100%$442.8K———
One Capital Management, LLC
N/A—6,396-6,396-100%$339.2K———
Bank of Montreal
N/A—6,057-6,057-100%$370.1K———
Highview Capital Management LLC
N/A—5,777-5,777-100%$353.0K———
BFC Planning, Inc.
N/A—5,583-5,583-100%$341.1K———
Brown Advisory Inc
N/A—5,467-5,467-100%$334.0K———
Merit Financial Group, LLC
N/A—5,396-5,396-100%$329.6K———
Atlantic Union Bankshares Corp
N/A—5,282-5,282-100%$322.7K———
N.E.W. Advisory Services LLC
N/A—5,207-5,207-100%$318.1K———
Ballentine Partners, LLC
N/A—4,895-4,895-100%$299.1K———
Tortoise Investment Management, LLC
N/A—4,835-4,835-100%$295.4K———
Storen Legacy Partners, LLC
N/A—4,762-4,762-100%$291.0K———
Fiduciary Trust Co
N/A—4,750-4,750-100%$290.2K———
UMB Bank, n.a.
N/A—4,680-4,680-100%$285.9K———
Waverly Advisors, LLC
N/A—4,674-4,674-100%$285.6K———
Jane Street Group, LLC
N/A—4,641-4,641-100%$283.6K———
Dakota Wealth Management
N/A—4,336-4,336-100%$264.9K———
IHT Wealth Management, LLC
N/A—4,252-4,252-100%$259.8K———
Scotia Capital Inc.
N/A—4,244-4,244-100%$259.5K———
Baird Financial Group, Inc.
N/A—4,178-4,178-100%$255.3K———
Vanguard Personalized Indexing Management, LLC
N/A—4,077-4,077-100%$249.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,054-4,054-100%$247.7K———
Members Trust Co
N/A—3,930-3,930-100%$240.1K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,828-3,828-100%$233.9K———
Smithfield Trust Co
N/A—3,742-3,742-100%$228.0K———
Institute for Wealth Management, Llc.
N/A—3,460-3,460-100%$211.4K———
Top Private Wealth Llc.
N/A—3,380-3,380-100%$206.5K———
Hobbs Group Advisors, LLC
N/A—3,340-3,340-100%$204.0K———
Sanctuary Advisors, LLC
N/A—3,322-3,322-100%$203.0K———
Atomic Invest LLC
N/A—3,297-3,297-100%$200.2K———
Tidemark, LLC
N/A—2,710-2,710-100%$165.6K———
Blair William & Co
N/A—2,470-2,470-100%$150.9K———
Allworth Financial LP
N/A—2,262-2,262-100%$138.2K———
GW&K Investment Management, LLC
N/A—1,940-1,940-100%$119.0K———
Proffitt & Goodson Inc
N/A—1,816-1,816-100%$111.0K———
Capital Analysts, LLC
N/A—1,809-1,809-100%$111.0K———
Rothschild Investment LLC
N/A—1,800-1,800-100%$110.0K———
Security National Bank of Sioux City Iowa
N/A—1,800-1,800-100%$110.0K———
Steward Partners Investment Advisory, LLC
N/A—1,770-1,770-100%$108.1K———
Hantz Financial Services, Inc.
N/A—1,077-1,077-100%$66.0K———
Johnson Financial Group, Inc.
N/A—1,002-1,002-100%$61.2K———
Napier Financial, LLC
N/A—1,000-1,000-100%$61.1K———
AE Wealth Management LLC
N/A—913-913-100%$55.8K———
Smartleaf Asset Management LLC
N/A—690-690-100%$41.9K———
Crewe Advisors LLC
N/A—389-389-100%$23.8K———
UBS Asset Management Americas LLC
N/A—387-387-100%$23.6K———
Ameritas Advisory Services, LLC
N/A—321-321-100%$19.6K———
National Bank of Canada
N/A—269-269-100%$16.4K———
Continuum Advisory, LLC
N/A—259-259-100%$15.8K———
Orion Capital Management LLC
N/A—143-143-100%$8.7K———
Tiaa Wealth Investment Management LLC
N/A—136-136-100%$8.3K———
Vanguard Advisers Inc
N/A—114-114-100%$7.0K———
Dunhill Financial, LLC
N/A—12-12-100%$733———
Russell Investments Group, Ltd.
N/A—6-6-100%$367———
Strategic Wealth Partners, Ltd.
N/A—00—$27———
Showing 276 of 276 institutions