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SAP SE (SAP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares15,426,416 from 14,931,460
Change+494,956 (+3%)
Value$3.2B (+$915.0M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares539,377 from 583,211
Change-43,834 (-8%)
Value$112.4M (+$22.6M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares248,495 from 228,173
Change+20,322 (+9%)
Value$51.8M (+$16.6M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
INCREASED
Shares221,642 from 172,140
Change+49,502 (+29%)
Value$46.2M (+$19.7M)
Filed 2026-10-15
AMF Tjanstepension AB
UNCHANGED
Shares195,895 from 195,895
Change0 (0%)
Value$40.8M (+$10.7M)
Filed 2026-10-22
Sustainable Growth Advisers, LP
DECREASED
Shares192,096 from 351,771
Change-159,675 (-45%)
Value$40.0M (-$14.2M)
Filed 2026-10-15
Coerente Capital Management
INCREASED
Shares164,381 from 160,606
Change+3,775 (+2%)
Value$34.3M (+$9.5M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares161,623 from 134,987
Change+26,636 (+20%)
Value$33.7M (+$12.9M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares158,206 from 157,554
Change+652 (+0%)
Value$33.0M (+$8.7M)
Filed 2026-11-02
Deprince Race & Zollo Inc
INCREASED
Shares134,421 from 102,198
Change+32,223 (+32%)
Value$28.0M (+$12.3M)
Filed 2026-10-13
Blue Grotto Capital, LLC
NEW
Shares130,000
Change+130,000
Value$27.1M
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares126,942 from 101,442
Change+25,500 (+25%)
Value$26.5M (+$10.8M)
Filed 2026-10-21
Riverbridge Partners LLC
DECREASED
Shares123,880 from 125,736
Change-1,856 (-1%)
Value$25.8M (+$6.4M)
Filed 2026-11-05
Obermeyer Wealth Partners
INCREASED
Shares117,765 from 116,031
Change+1,734 (+1%)
Value$24.6M (+$6.7M)
Filed 2026-10-21
Dimensional Fund Advisors LP
INCREASED
Shares111,028 from 63,143
Change+47,885 (+76%)
Value$23.1M (+$13.4M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares105,489 from 135,241
Change-29,752 (-22%)
Value$22.0M (+$1.2M)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares97,558 from 88,375
Change+9,183 (+10%)
Value$20.3M (+$6.7M)
Filed 2026-11-05
Aberdeen Group plc
DECREASED
Shares96,841 from 119,200
Change-22,359 (-19%)
Value$9.4M (-$8.9M)
Filed 2026-11-06
Cardinal Capital Management, Inc.
DECREASED
Shares90,908 from 90,961
Change-53 (0%)
Value$19.0M (+$4.9M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares87,443 from 83,270
Change+4,173 (+5%)
Value$4.9M (+$1.9M)
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares86,667 from 70,908
Change+15,759 (+22%)
Value$18.1M (+$7.1M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares86,046 from 84,946
Change+1,100 (+1%)
Value$18.1M (+$4.6M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares84,207 from 78,706
Change+5,501 (+7%)
Value$17.6M (+$5.4M)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares77,138 from 77,739
Change-601 (-1%)
Value$16.1M (+$4.1M)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares75,140 from 88,813
Change-13,673 (-15%)
Value$15.7M (+$2.0M)
Filed 2026-11-04
Value Partners Investments Inc.
INCREASED
Shares68,844 from 66,045
Change+2,799 (+4%)
Value$14.4M (+$4.2M)
Filed 2026-10-19
NorthCrest Asset Manangement, LLC
INCREASED
Shares64,174 from 63,825
Change+349 (+1%)
Value$13.6M (+$3.5M)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
INCREASED
Shares63,548 from 57,354
Change+6,194 (+11%)
Value$13.2M (+$4.4M)
Filed 2026-10-27
Cambiar Investors LLC
INCREASED
Shares63,387 from 62,567
Change+820 (+1%)
Value$13.2M (+$3.6M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares62,096 from 21,389
Change+40,707 (+190%)
Value$12.9M (+$9.6M)
Filed 2026-11-06
Kornitzer Capital Management Inc
INCREASED
Shares61,000 from 60,300
Change+700 (+1%)
Value$12.7M (+$3.4M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares60,535 from 50,692
Change+9,843 (+19%)
Value$12.6M (+$4.8M)
Filed 2026-10-30
MacKenzie Financial Corp
NEW
Shares54,004
Change+54,004
Value$11.3M
Filed 2026-11-02
Boston Common Asset Management, LLC
INCREASED
Shares48,636 from 47,647
Change+989 (+2%)
Value$10.1M (+$2.8M)
Filed 2026-10-13
Equitable Trust Co
DECREASED
Shares46,494 from 48,642
Change-2,148 (-4%)
Value$9.7M (+$2.2M)
Filed 2026-10-13
Guardian Partners Inc.
DECREASED
Shares44,370 from 45,555
Change-1,185 (-3%)
Value$9.3M (+$2.2M)
Filed 2026-10-21
Henry James International Management Inc.
INCREASED
Shares43,913 from 43,546
Change+367 (+1%)
Value$9.2M (+$2.4M)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares43,887 from 41,447
Change+2,440 (+6%)
Value$9.1M (+$2.8M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares39,232 from 34,555
Change+4,677 (+14%)
Value$8.2M (+$2.9M)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares38,913 from 21,867
Change+17,046 (+78%)
Value$8.1M (+$4.0M)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares36,912 from 35,959
Change+953 (+3%)
Value$8.1M (+$2.6M)
Filed 2026-10-20
Moran Wealth Management, LLC
INCREASED
Shares33,808 from 31,278
Change+2,530 (+8%)
Value$7.0M (+$2.2M)
Filed 2026-10-22
SeaBridge Investment Advisors LLC
NEW
Shares29,915
Change+29,915
Value$6.2M
Filed 2026-11-02
Ritholtz Wealth Management
INCREASED
Shares29,221 from 28,360
Change+861 (+3%)
Value$6.1M (+$1.7M)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares28,605 from 33,960
Change-5,355 (-16%)
Value$6.0M (+$730.0K)
Filed 2026-11-05
Cardinal Capital Management
INCREASED
Shares28,310 from 27,561
Change+749 (+3%)
Value$5.9M (+$1.7M)
Filed 2026-10-21
Cohen Klingenstein LLC
UNCHANGED
Shares28,032 from 28,032
Change0 (0%)
Value$5.8M (+$1.5M)
Filed 2026-10-15
Bretton Capital Management, LLC
NEW
Shares28,000
Change+28,000
Value$5.8M
Filed 2026-10-22
Bochk Asset Management Ltd
INCREASED
Shares25,790 from 25,440
Change+350 (+1%)
Value$5.4M (+$1.5M)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares25,276 from 19,178
Change+6,098 (+32%)
Value$5.3M (+$2.3M)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares25,244 from 27,921
Change-2,677 (-10%)
Value$5.3M (+$960.0K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares25,161 from 18,929
Change+6,232 (+33%)
Value$5.2M (+$2.3M)
Filed 2026-11-04
Evergreen Capital Management LLC
INCREASED
Shares25,107 from 17,369
Change+7,738 (+45%)
Value$5.2M (+$2.6M)
Filed 2026-10-23
Calamos Wealth Management LLC
NEW
Shares24,996
Change+24,996
Value$5.2M
Filed 2026-11-02
NIA Impact Advisors, LLC
DECREASED
Shares24,726 from 26,402
Change-1,676 (-6%)
Value$5.2M (+$1.1M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares22,811 from 19,227
Change+3,584 (+19%)
Value$4.8K (-$3.0M)
Filed 2026-10-26
Hollow Brook Wealth Management LLC
DECREASED
Shares22,406 from 24,352
Change-1,946 (-8%)
Value$4.7M (+$918.3K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares22,396 from 21,934
Change+462 (+2%)
Value$4.7M (+$1.3M)
Filed 2026-10-23
Capital Investment Counsel, Inc
INCREASED
Shares21,949 from 21,934
Change+15 (+0%)
Value$4.6M (+$1.2M)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares21,169 from 22,066
Change-897 (-4%)
Value$4.4M (+$1.0M)
Filed 2026-10-30
Eagle Global Advisors LLC
INCREASED
Shares20,685 from 20,606
Change+79 (+0%)
Value$4.3M (+$1.1M)
Filed 2026-11-02
Asio Capital, LLC
INCREASED
Shares20,190 from 13,047
Change+7,143 (+55%)
Value$4.2M (+$2.2M)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares20,148 from 11,328
Change+8,820 (+78%)
Value$4.7M (+$3.0M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares19,451 from 24,917
Change-5,466 (-22%)
Value$4.1M (+$8.1K)
Filed 2026-10-16
Factory Mutual Insurance Co
UNCHANGED
Shares19,324 from 19,324
Change0 (0%)
Value$4.0M (+$1.1M)
Filed 2026-10-30
Louisbourg Investments Inc.
DECREASED
Shares17,880 from 21,680
Change-3,800 (-18%)
Value$3.7M (+$386.5K)
Filed 2026-10-20
Keybank National Association
DECREASED
Shares17,221 from 17,339
Change-118 (-1%)
Value$3.6M (+$918.1K)
Filed 2026-11-04
Jcic Asset Management Inc.
INCREASED
Shares16,824 from 16,378
Change+446 (+3%)
Value$3.5M (+$703.4K)
Filed 2026-10-30
Monte Financial Group, LLC
NEW
Shares16,470
Change+16,470
Value$3.4M
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares15,429 from 14,311
Change+1,118 (+8%)
Value$3.2M (+$1.0M)
Filed 2026-11-02
Aaron Wealth Advisors LLC
DECREASED
Shares15,410 from 15,623
Change-213 (-1%)
Value$3.2M (+$805.0K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares15,301 from 11,966
Change+3,335 (+28%)
Value$3.2M (+$1.3M)
Filed 2026-10-23
Pzena Investment Management LLC
INCREASED
Shares14,985 from 6,554
Change+8,431 (+129%)
Value$3.1M (+$2.1M)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
INCREASED
Shares14,951 from 4,944
Change+10,007 (+202%)
Value$3.1M (+$2.4M)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares14,844 from 14,142
Change+702 (+5%)
Value$3.1M (+$915.3K)
Filed 2026-10-13
Bailard, Inc.
INCREASED
Shares14,759 from 13,553
Change+1,206 (+9%)
Value$3.1M (+$988.5K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
INCREASED
Shares14,453 from 14,432
Change+21 (+0%)
Value$3.0M (+$789.0K)
Filed 2026-10-09
Morguard Lincluden Global Investments Ltd
DECREASED
Shares14,187 from 15,362
Change-1,175 (-8%)
Value$3.0K (-$2.4M)
Filed 2026-10-28
Sterling Investment Management, LLC
DECREASED
Shares13,925 from 14,741
Change-816 (-6%)
Value$2.9M (+$631.3K)
Filed 2026-10-16
CIBC Asset Management Inc
DECREASED
Shares13,815 from 17,334
Change-3,519 (-20%)
Value$2.9M (+$258.2K)
Filed 2026-11-05
Burkett Asset Management Ltd
DECREASED
Shares12,650 from 12,845
Change-195 (-2%)
Value$2.6M (+$657.7K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares12,276 from 12,742
Change-466 (-4%)
Value$2.6M (+$595.6K)
Filed 2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares12,031 from 19,968
Change-7,937 (-40%)
Value$2.5M (-$569.0K)
Filed 2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares11,937 from 11,369
Change+568 (+5%)
Value$2.5M (+$736.5K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares11,845 from 10,200
Change+1,645 (+16%)
Value$2.5M (+$897.5K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares11,586 from 13,173
Change-1,587 (-12%)
Value$2.4M (+$385.4K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares11,075 from 10,084
Change+991 (+10%)
Value$2.3M (+$754.9K)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
INCREASED
Shares10,952 from 8,480
Change+2,472 (+29%)
Value$2.3M (+$976.4K)
Filed 2026-10-16
Diversify Advisory Services, LLC
INCREASED
Shares10,933 from 10,179
Change+754 (+7%)
Value$2.5M (+$719.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares10,933 from 10,179
Change+754 (+7%)
Value$2.5M (+$719.3K)
Filed 2026-10-20
Cox Capital Mgt LLC
DECREASED
Shares10,739 from 10,748
Change-9 (0%)
Value$2.2M (+$582.5K)
Filed 2026-10-07
Cidel Asset Management Inc
DECREASED
Shares10,654 from 111,952
Change-101,298 (-90%)
Value$2.2M (-$15.0M)
Filed 2026-10-29
Weatherly Asset Management L. P.
INCREASED
Shares9,801 from 9,795
Change+6 (+0%)
Value$2.0M (+$533.8K)
Filed 2026-10-20
Stablepoint Partners, LLC
INCREASED
Shares9,714 from 7,847
Change+1,867 (+24%)
Value$2.0M (+$815.9K)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares9,464 from 16,223
Change-6,759 (-42%)
Value$2.0M (-$527.1K)
Filed 2026-10-13
Highland Capital Management, LLC
DECREASED
Shares9,460 from 13,460
Change-4,000 (-30%)
Value$2.0M (-$102.1K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares9,396
Change+9,396
Value$2.0M
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares9,380 from 8,197
Change+1,183 (+14%)
Value$2.0M (+$692.1K)
Filed 2026-11-03
Lockheed Martin Investment Management Co
DECREASED
Shares9,360 from 9,800
Change-440 (-4%)
Value$2.0M (+$441.1K)
Filed 2026-11-04
Cravens & Co Advisors, LLC
INCREASED
Shares8,781 from 8,262
Change+519 (+6%)
Value$1.8M (+$557.4K)
Filed 2026-10-16
Channing Global Advisors, LLC
INCREASED
Shares8,771 from 8,373
Change+398 (+5%)
Value$1.8M (+$538.2K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares8,578 from 9,040
Change-462 (-5%)
Value$1.8M (+$395.3K)
Filed 2026-10-20
Live Oak Private Wealth LLC
DECREASED
Shares8,500 from 10,188
Change-1,688 (-17%)
Value$1.8M (+$202.0K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares8,492 from 8,433
Change+59 (+1%)
Value$1.8M (+$470.7K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares8,483 from 7,904
Change+579 (+7%)
Value$1.8M (+$550.5K)
Filed 2026-11-06
Perigon Wealth Management, LLC
DECREASED
Shares8,352 from 9,477
Change-1,125 (-12%)
Value$1.7M (+$280.7K)
Filed 2026-10-22
Cornerstone Planning, LLC
INCREASED
Shares8,271 from 8,189
Change+82 (+1%)
Value$1.4M (+$157.8K)
Filed 2026-10-27
Level Four Advisory Services, LLC
DECREASED
Shares8,222 from 8,691
Change-469 (-5%)
Value$1.7M (+$374.8K)
Filed 2026-11-06
Euro Pacific Asset Management, LLC
NEW
Shares8,032
Change+8,032
Value$1.7M
Filed 2026-11-03
Vest Financial, LLC
INCREASED
Shares7,873 from 6,858
Change+1,015 (+15%)
Value$1.6M (+$584.5K)
Filed 2026-10-21
Fiera Capital Corp
INCREASED
Shares7,789 from 6,848
Change+941 (+14%)
Value$1.6M (+$568.5K)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares7,772 from 7,199
Change+573 (+8%)
Value$1.6M (+$510.9K)
Filed 2026-11-06
J.Safra Asset Management Corp
INCREASED
Shares7,530 from 7,415
Change+115 (+2%)
Value$1.6M (+$427.1K)
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares7,457 from 7,798
Change-341 (-4%)
Value$1.6M (+$352.9K)
Filed 2026-10-22
Perpetual Ltd
UNCHANGED
Shares7,404 from 7,404
Change0 (0%)
Value$1.5M (+$402.6K)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$1.5K (-$1.1M)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares7,399 from 10,127
Change-2,728 (-27%)
Value$1.5M (-$18.6K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,377 from 6,685
Change+692 (+10%)
Value$1.5K (-$1.0M)
Filed 2026-11-02
Lester Murray Antman dba SimplyRich
DECREASED
Shares7,375 from 17,093
Change-9,718 (-57%)
Value$1.5M (+$400.8K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares7,286 from 5,565
Change+1,721 (+31%)
Value$1.5M (+$661.4K)
Filed 2026-11-02
Asset Management One Co., Ltd.
NEW
Shares7,219
Change+7,219
Value$1.5M
Filed 2026-10-27
Burney Co/
DECREASED
Shares7,179 from 7,337
Change-158 (-2%)
Value$1.5M (+$366.0K)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares7,034 from 6,445
Change+589 (+9%)
Value$1.5M (+$473.2K)
Filed 2026-10-28
SevenBridge Financial Group, LLC
DECREASED
Shares7,032 from 7,242
Change-210 (-3%)
Value$1.6M (+$117.2K)
Filed 2026-10-26
Henshaw Capital LLC
UNCHANGED
Shares6,954 from 6,954
Change0 (0%)
Value$1.4M (+$378.1K)
Filed 2026-11-03
DMC Group, LLC
INCREASED
Shares6,635 from 6,014
Change+621 (+10%)
Value$1.4M (+$456.4K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares6,594 from 5,009
Change+1,585 (+32%)
Value$1.4M (+$602.8K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares6,305 from 5,799
Change+506 (+9%)
Value$1.3M (+$420.8K)
Filed 2026-10-27
Abel Hall, LLC
INCREASED
Shares6,297 from 4,340
Change+1,957 (+45%)
Value$1.3M (+$643.9K)
Filed 2026-10-19
Sendero Wealth Management, LLC
DECREASED
Shares6,011 from 10,241
Change-4,230 (-41%)
Value$1.3M (-$325.1K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares5,970 from 6,018
Change-48 (-1%)
Value$1.2M (+$317.2K)
Filed 2026-10-26
May Hill Capital, LLC
INCREASED
Shares5,800 from 2,670
Change+3,130 (+117%)
Value$1.2M (+$797.7K)
Filed 2026-11-03
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares5,762 from 5,762
Change0 (0%)
Value$1.2M (+$278.0K)
Filed 2026-10-07
Asset Dedication, LLC
DECREASED
Shares5,610 from 5,716
Change-106 (-2%)
Value$1.2M (+$288.7K)
Filed 2026-11-03
Chiron Capital Management, LLC
DECREASED
Shares5,607 from 9,107
Change-3,500 (-38%)
Value$1.2M (-$234.5K)
Filed 2026-10-15
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares5,581 from 5,271
Change+310 (+6%)
Value$1.2M (+$351.2K)
Filed 2026-10-14
Capstone Capital Management Ltd
DECREASED
Shares5,563 from 14,778
Change-9,215 (-62%)
Value$1.2M (-$1.1M)
Filed 2026-10-21
Confluence Investment Management LLC
INCREASED
Shares5,491 from 5,422
Change+69 (+1%)
Value$1.1M (+$309.2K)
Filed 2026-10-01
Altfest L J & Co Inc
NEW
Shares5,419
Change+5,419
Value$1.1M
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares5,373 from 4,589
Change+784 (+17%)
Value$1.1M (+$413.0K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,287 from 3,864
Change+1,423 (+37%)
Value$1.1M (+$506.7K)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares5,234 from 4,945
Change+289 (+6%)
Value$1.1M (+$329.1K)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares5,192 from 4,631
Change+561 (+12%)
Value$1.1M (+$368.7K)
Filed 2026-11-03
Northern Financial Advisors Inc
INCREASED
Shares5,163 from 5,133
Change+30 (+1%)
Value$1.1M (+$285.3K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares4,965 from 4,158
Change+807 (+19%)
Value$1.0M (+$394.3K)
Filed 2026-10-02
Dynamic Advisor Solutions LLC
INCREASED
Shares4,953 from 2,793
Change+2,160 (+77%)
Value$1.0M (+$602.2K)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares4,755 from 4,955
Change-200 (-4%)
Value$991.3K (+$227.7K)
Filed 2026-11-03
Profund Advisors LLC
INCREASED
Shares4,746 from 4,235
Change+511 (+12%)
Value$989.4K (+$336.8K)
Filed 2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED
Shares4,701 from 4,372
Change+329 (+8%)
Value$980.1K (+$306.3K)
Filed 2026-11-02
Boston Trust Walden Corp
UNCHANGED
Shares4,658 from 4,658
Change0 (0%)
Value$971.1K (+$253.3K)
Filed 2026-10-30
Trust Point Inc.
INCREASED
Shares4,519 from 3,694
Change+825 (+22%)
Value$942.1K (+$372.8K)
Filed 2026-10-27
Ridgewood Investments LLC
DECREASED
Shares4,414 from 6,616
Change-2,202 (-33%)
Value$920.2K (-$99.4K)
Filed 2026-10-05
Miller Global Investments, LLC
INCREASED
Shares4,238 from 4,067
Change+171 (+4%)
Value$883.5K (+$256.8K)
Filed 2026-10-02
Fifth Third Bancorp
INCREASED
Shares4,152 from 3,904
Change+248 (+6%)
Value$865.6K (+$264.0K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
DECREASED
Shares4,104 from 6,816
Change-2,712 (-40%)
Value$855.6K (-$194.8K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
INCREASED
Shares4,005 from 3,173
Change+832 (+26%)
Value$835.0K (+$345.9K)
Filed 2026-10-08
Ping Capital Management, Inc.
DECREASED
Shares4,000 from 6,900
Change-2,900 (-42%)
Value$833.9K (-$229.4K)
Filed 2026-10-13
Vann Equity Management LLC
DECREASED
Shares3,991 from 4,048
Change-57 (-1%)
Value$832.1K (+$208.2K)
Filed 2026-10-08
HUB Investment Partners, LLC
INCREASED
Shares3,985 from 3,155
Change+830 (+26%)
Value$830.7K (+$344.6K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
INCREASED
Shares3,950 from 3,522
Change+428 (+12%)
Value$823.5K (+$280.7K)
Filed 2026-10-07
Sowell Financial Services LLC
INCREASED
Shares3,926 from 2,958
Change+968 (+33%)
Value$818.5K (+$362.5K)
Filed 2026-10-23
Journey Advisory Group, LLC
DECREASED
Shares3,883 from 25,079
Change-21,196 (-85%)
Value$809.5K (-$3.1M)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
DECREASED
Shares3,874 from 3,902
Change-28 (-1%)
Value$807.7K (+$206.3K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares3,814 from 5,765
Change-1,951 (-34%)
Value$795.1K (-$93.4K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares3,764 from 3,014
Change+750 (+25%)
Value$784.6K (+$320.1K)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares3,738 from 3,037
Change+701 (+23%)
Value$779.2K (+$311.2K)
Filed 2026-10-30
Renasant Bank
NEW
Shares3,705
Change+3,705
Value$772.4K
Filed 2026-11-05
Diversified Trust Co
DECREASED
Shares3,681 from 3,849
Change-168 (-4%)
Value$767.4K (+$174.2K)
Filed 2026-11-06
Angeles Wealth Management, LLC
INCREASED
Shares3,659 from 3,560
Change+99 (+3%)
Value$762.8K (+$214.2K)
Filed 2026-10-26
Balentine LLC
DECREASED
Shares3,646 from 6,121
Change-2,475 (-40%)
Value$760.1K (-$183.2K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares3,590 from 3,304
Change+286 (+9%)
Value$553.2K (+$44.0K)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares3,579 from 3,385
Change+194 (+6%)
Value$746.1K (+$224.5K)
Filed 2026-10-28
Tctc Holdings, LLC
UNCHANGED
Shares3,561 from 3,561
Change0 (0%)
Value$742.4K (+$193.6K)
Filed 2026-11-02
Resonant Capital Advisors, LLC
DECREASED
Shares3,512 from 3,889
Change-377 (-10%)
Value$732.2K (+$132.8K)
Filed 2026-10-15
Brucke Financial, Inc.
INCREASED
Shares3,476 from 3,228
Change+248 (+8%)
Value$724.7K (+$227.2K)
Filed 2026-10-23
Sage Rhino Capital LLC
INCREASED
Shares3,451 from 3,402
Change+49 (+1%)
Value$719.5K (+$195.2K)
Filed 2026-10-28
Alps Advisors Inc
DECREASED
Shares3,446 from 4,021
Change-575 (-14%)
Value$718.4K (+$98.7K)
Filed 2026-11-03
LVW Advisors, LLC
INCREASED
Shares3,426 from 3,378
Change+48 (+1%)
Value$714.3K (+$193.8K)
Filed 2026-10-19
Anchyra Partners LLC
INCREASED
Shares3,407 from 1,883
Change+1,524 (+81%)
Value$710.3K (+$420.1K)
Filed 2026-10-13
Gryphon Financial Partners LLC
DECREASED
Shares3,394 from 4,979
Change-1,585 (-32%)
Value$707.6K (-$59.7K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
INCREASED
Shares3,388 from 581
Change+2,807 (+483%)
Value$706.3K (+$616.8K)
Filed 2026-10-27
Howard Capital Management Group, LLC
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$703.6K (+$183.5K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares3,373 from 2,568
Change+805 (+31%)
Value$703.3K (+$307.5K)
Filed 2026-11-04
BKM Wealth Management, LLC
DECREASED
Shares3,299 from 4,154
Change-855 (-21%)
Value$687.8K (+$47.6K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares3,204 from 3,331
Change-127 (-4%)
Value$668.0K (+$154.6K)
Filed 2026-10-29
Marks Group Wealth Management, Inc
NEW
Shares3,146
Change+3,146
Value$655.9K
Filed 2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED
Shares3,135 from 3,135
Change0 (0%)
Value$483.1K ($0)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares3,132 from 3,217
Change-85 (-3%)
Value$653.2K (+$157.6K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares3,129 from 4,800
Change-1,671 (-35%)
Value$652.4K (-$87.3K)
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares3,079 from 3,665
Change-586 (-16%)
Value$641.5K (+$76.8K)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares3,057 from 3,348
Change-291 (-9%)
Value$637.4K (+$121.4K)
Filed 2026-10-23
ForthRight Wealth Management, LLC
UNCHANGED
Shares3,039 from 3,039
Change0 (0%)
Value$633.6K (+$165.2K)
Filed 2026-11-06
RFG Advisory, LLC
DECREASED
Shares3,010 from 3,072
Change-62 (-2%)
Value$627.4K (+$154.0K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares2,999 from 2,193
Change+806 (+37%)
Value$625.2K (+$287.2K)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares2,995 from 3,030
Change-35 (-1%)
Value$624.4K (+$157.4K)
Filed 2026-10-07
Meridian Wealth Management, LLC
DECREASED
Shares2,850 from 3,372
Change-522 (-15%)
Value$594.2K (+$74.5K)
Filed 2026-11-05
Portside Wealth Group, LLC
INCREASED
Shares2,847 from 1,897
Change+950 (+50%)
Value$593.5K (+$301.2K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,846 from 1,784
Change+1,062 (+60%)
Value$593.3K (+$316.2K)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares2,752 from 2,067
Change+685 (+33%)
Value$573.7K (+$255.2K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
NEW
Shares2,720
Change+2,720
Value$567.1K
Filed 2026-10-21
Greenspring Advisors, LLC
NEW
Shares2,682
Change+2,682
Value$559.3K
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares2,669 from 1,521
Change+1,148 (+75%)
Value$556.4K (+$322.0K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares2,636 from 2,357
Change+279 (+12%)
Value$549.6K (+$186.3K)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares2,635 from 2,856
Change-221 (-8%)
Value$549.3K (+$109.2K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
INCREASED
Shares2,611 from 2,600
Change+11 (+0%)
Value$544.3K (+$143.7K)
Filed 2026-10-19
Krilogy Financial LLC
DECREASED
Shares2,600 from 4,102
Change-1,502 (-37%)
Value$566.4K (-$65.7K)
Filed 2026-10-13
Fulton Bank, N.A.
DECREASED
Shares2,596 from 2,779
Change-183 (-7%)
Value$541.2K (+$112.9K)
Filed 2026-10-14
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,593 from 2,564
Change+29 (+1%)
Value$586.0K (+$189.0K)
Filed 2026-10-21
Personal CFO Solutions, LLC
INCREASED
Shares2,526 from 2,275
Change+251 (+11%)
Value$526.5K (+$175.9K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,522 from 2,533
Change-11 (0%)
Value$525.7K (+$133.4K)
Filed 2026-10-13
King Luther Capital Management Corp
INCREASED
Shares2,485 from 2,414
Change+71 (+3%)
Value$518.1K (+$146.1K)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares2,453 from 2,262
Change+191 (+8%)
Value$511.3K (+$162.7K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares2,437 from 3,427
Change-990 (-29%)
Value$508.1K (-$20.1K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,433 from 2,196
Change+237 (+11%)
Value$507.3K (+$168.9K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
INCREASED
Shares2,431 from 1,820
Change+611 (+34%)
Value$516.3K (+$235.8K)
Filed 2026-10-27
HBK Sorce Advisory LLC
DECREASED
Shares2,426 from 2,437
Change-11 (0%)
Value$590.8K (+$109.9K)
Filed 2026-11-06
Veratis Advisors, Inc.
UNCHANGED
Shares2,418 from 2,418
Change0 (0%)
Value$504.1K (+$131.5K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
NEW
Shares2,414
Change+2,414
Value$503.3K
Filed 2026-10-29
Pinnacle Associates LTD
DECREASED
Shares2,317 from 5,087
Change-2,770 (-54%)
Value$483.0K (-$300.9K)
Filed 2026-10-20
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$476.4K (+$124.2K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares2,159 from 1,571
Change+588 (+37%)
Value$450.1K (+$208.0K)
Filed 2026-10-28
Certior Financial Group, LLC
INCREASED
Shares2,156 from 2,153
Change+3 (+0%)
Value$449.5K (+$117.7K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,144 from 2,141
Change+3 (+0%)
Value$447.0K (+$117.0K)
Filed 2026-10-30
LCM Capital Management Inc
INCREASED
Shares2,112 from 2,094
Change+18 (+1%)
Value$440.3K (+$117.6K)
Filed 2026-10-20
Nolet Wealth Management, LLC
INCREASED
Shares2,105 from 1,670
Change+435 (+26%)
Value$438.9K (+$181.7K)
Filed 2026-10-15
Norden Group LLC
NEW
Shares2,103
Change+2,103
Value$438.5K
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares2,100 from 1,623
Change+477 (+29%)
Value$437.8K (+$187.7K)
Filed 2026-10-19
First Bank & Trust
INCREASED
Shares2,098 from 1,587
Change+511 (+32%)
Value$437.4K (+$192.8K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares2,052 from 1,632
Change+420 (+26%)
Value$435.8K (+$178.2K)
Filed 2026-10-09
Mather Group, Llc.
INCREASED
Shares2,040 from 1,997
Change+43 (+2%)
Value$425.2K (+$117.5K)
Filed 2026-10-14
Beacon Financial Group
INCREASED
Shares1,999 from 1,781
Change+218 (+12%)
Value$416.8K (+$142.3K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares1,984 from 1,765
Change+219 (+12%)
Value$413.6K (+$141.6K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares1,979 from 2,018
Change-39 (-2%)
Value$412.6K (+$101.6K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
INCREASED
Shares1,959 from 61
Change+1,898 (+3111%)
Value$408.5K (+$399.0K)
Filed 2026-11-06
Cromwell Holdings LLC
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$400.9K (+$104.6K)
Filed 2026-10-28
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,900 from 1,750
Change+150 (+9%)
Value$396.1K (+$126.4K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
INCREASED
Shares1,895 from 1,587
Change+308 (+19%)
Value$395.0K (+$150.5K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares1,853 from 1,723
Change+130 (+8%)
Value$386.3K (+$120.8K)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares1,825 from 1,661
Change+164 (+10%)
Value$383.5K (+$113.1K)
Filed 2026-10-08
Roman Butler Fullerton & Co
DECREASED
Shares1,824 from 2,229
Change-405 (-18%)
Value$412.4K (+$55.9K)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares1,778 from 1,805
Change-27 (-1%)
Value$370.7K (+$92.5K)
Filed 2026-10-20
MMA Asset Management LLC
INCREASED
Shares1,746 from 1,711
Change+35 (+2%)
Value$364.0K (+$100.3K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares1,735 from 1,733
Change+2 (+0%)
Value$361.7K (+$94.6K)
Filed 2026-11-05
Five Oceans Advisors
UNCHANGED
Shares1,726 from 1,726
Change0 (0%)
Value$359.8K (+$93.8K)
Filed 2026-10-22
Ejmk Ventures LLC
DECREASED
Shares1,719 from 1,925
Change-206 (-11%)
Value$358.4K (+$61.7K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares1,694 from 1,515
Change+179 (+12%)
Value$353.2K (+$119.7K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,692 from 1,519
Change+173 (+11%)
Value$352.7K (+$118.7K)
Filed 2026-10-21
Canopy Partners, LLC
INCREASED
Shares1,683 from 1,628
Change+55 (+3%)
Value$350.9K (+$100.0K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares1,677
Change+1,677
Value$349.6K
Filed 2026-10-28
Gateway Investment Advisers LLC
DECREASED
Shares1,670 from 3,145
Change-1,475 (-47%)
Value$348.2K (-$136.5K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
INCREASED
Shares1,642 from 1,487
Change+155 (+10%)
Value$342.3K (+$113.2K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares1,642 from 1,611
Change+31 (+2%)
Value$342.3K (+$94.1K)
Filed 2026-10-05
Natural Investments, LLC
INCREASED
Shares1,627 from 1,436
Change+191 (+13%)
Value$339.2K (+$118.2K)
Filed 2026-11-06
AMG National Trust Bank
NEW
Shares1,620
Change+1,620
Value$337.7K
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares1,619 from 1,645
Change-26 (-2%)
Value$337.7K (+$84.1K)
Filed 2026-10-28
Foster Group, Inc.
DECREASED
Shares1,596 from 2,073
Change-477 (-23%)
Value$332.7K (+$13.3K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares1,582 from 1,242
Change+340 (+27%)
Value$329.8K (+$138.4K)
Filed 2026-10-22
Park National Corp
DECREASED
Shares1,582 from 1,677
Change-95 (-6%)
Value$329.8K (+$71.4K)
Filed 2026-10-05
Regions Financial Corp
DECREASED
Shares1,577 from 1,680
Change-103 (-6%)
Value$328.8K (+$69.9K)
Filed 2026-11-05
Indivisible Partners
NEW
Shares1,564
Change+1,564
Value$326.1K
Filed 2026-10-26
Gallacher Capital Management LLC
DECREASED
Shares1,548 from 2,483
Change-935 (-38%)
Value$322.8K (-$59.9K)
Filed 2026-10-30
High Note Wealth, LLC
DECREASED
Shares1,539 from 1,687
Change-148 (-9%)
Value$320.9K (+$60.9K)
Filed 2026-10-27
AA Financial Advisors, LLC
NEW
Shares1,527
Change+1,527
Value$318.3K
Filed 2026-10-19
Thrivent Financial for Lutherans
NEW
Shares1,509
Change+1,509
Value$316
Filed 2026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares1,499 from 1,656
Change-157 (-9%)
Value$312.5K (+$57.3K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares1,492 from 149
Change+1,343 (+901%)
Value$311.1K (+$288.1K)
Filed 2026-10-30
Sentinel Trust Co LBA
DECREASED
Shares1,488 from 3,367
Change-1,879 (-56%)
Value$310 (-$209)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares1,478 from 1,239
Change+239 (+19%)
Value$308.1K (+$117.2K)
Filed 2026-10-16
Soltis Investment Advisors LLC
NEW
Shares1,473
Change+1,473
Value$307.1K
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED
Shares1,449 from 1,469
Change-20 (-1%)
Value$302.1K (+$75.7K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
NEW
Shares1,409
Change+1,409
Value$293.7K
Filed 2026-10-29
Cowa, LLC
DECREASED
Shares1,407 from 1,726
Change-319 (-18%)
Value$293.3K (+$27.3K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares1,398
Change+1,398
Value$286.1K
Filed 2026-11-03
Hardy Reed LLC
NEW
Shares1,397
Change+1,397
Value$291.2K
Filed 2026-11-06
Independence Bank of Kentucky
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$281.4K (+$73.4K)
Filed 2026-10-26
XXI Wealth, LLC
NEW
Shares1,340
Change+1,340
Value$279.4K
Filed 2026-10-22
Avestar Capital, LLC
DECREASED
Shares1,338 from 2,498
Change-1,160 (-46%)
Value$278.9K (-$106.0K)
Filed 2026-10-28
True North Advisors, LLC
INCREASED
Shares1,337 from 1,298
Change+39 (+3%)
Value$278.8K (+$78.8K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
NEW
Shares1,317
Change+1,317
Value$274.6K
Filed 2026-10-05
Linscomb Wealth, Inc.
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$273.3K (+$71.3K)
Filed 2026-11-05
Enterprise Financial Services Corp
DECREASED
Shares1,307 from 1,379
Change-72 (-5%)
Value$272.5K (+$60.0K)
Filed 2026-11-03
Facet Wealth, Inc.
DECREASED
Shares1,305 from 1,467
Change-162 (-11%)
Value$272.1K (+$46.0K)
Filed 2026-11-04
Marino, Stram & Associates LLC
NEW
Shares1,301
Change+1,301
Value$271.2K
Filed 2026-10-22
Pembroke Management, LTD
NEW
Shares1,300
Change+1,300
Value$271.0K
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares1,300 from 3,096
Change-1,796 (-58%)
Value$271.1K (-$206.0K)
Filed 2026-11-05
Midwest Trust Co
NEW
Shares1,296
Change+1,296
Value$270.2K
Filed 2026-10-22
Capital Square, LLC
INCREASED
Shares1,293 from 1,273
Change+20 (+2%)
Value$269.6K (+$68.6K)
Filed 2026-10-19
China Universal Asset Management Co., Ltd.
NEW
Shares1,292
Change+1,292
Value$272.4K
Filed 2026-10-28
Baron Wealth Management LLC
NEW
Shares1,283
Change+1,283
Value$267.5K
Filed 2026-10-27
Malaga Cove Capital, LLC
DECREASED
Shares1,283 from 1,600
Change-317 (-20%)
Value$267.5K (+$20.9K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
NEW
Shares1,272
Change+1,272
Value$265.2K
Filed 2026-10-20
Certuity, LLC
DECREASED
Shares1,272 from 1,372
Change-100 (-7%)
Value$265.2K (+$53.8K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
NEW
Shares1,263
Change+1,263
Value$263.3K
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED
Shares1,254 from 1,603
Change-349 (-22%)
Value$261.4K (+$14.4K)
Filed 2026-11-05
Seven Mile Advisory
DECREASED
Shares1,243 from 1,372
Change-129 (-9%)
Value$259.1K (+$47.7K)
Filed 2026-10-22
Davenport & Co LLC
NEW
Shares1,239
Change+1,239
Value$258.4K
Filed 2026-10-14
First Merchants Corp
DECREASED
Shares1,238 from 13,519
Change-12,281 (-91%)
Value$258.1K (-$1.8M)
Filed 2026-10-15
Riversedge Advisors, LLC
NEW
Shares1,227
Change+1,227
Value$255.8K
Filed 2026-10-09
Grey Ledge Advisors, LLC
NEW
Shares1,226
Change+1,226
Value$255.7K
Filed 2026-11-02
TritonPoint Partners, LLC
DECREASED
Shares1,223 from 3,388
Change-2,165 (-64%)
Value$255.0K (-$267.2K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
NEW
Shares1,220
Change+1,220
Value$254.3K
Filed 2026-10-15
Wealthcare Advisory Partners LLC
NEW
Shares1,214
Change+1,214
Value$253.1K
Filed 2026-10-21
Oppenheimer & Co Inc
NEW
Shares1,210
Change+1,210
Value$252.3K
Filed 2026-10-26
JGP Wealth Management, LLC
NEW
Shares1,204
Change+1,204
Value$251.0K
Filed 2026-10-13
NewSquare Capital LLC
NEW
Shares1,191
Change+1,191
Value$248.3K
Filed 2026-11-06
Integrated Advisors Network LLC
NEW
Shares1,189
Change+1,189
Value$247.9K
Filed 2026-10-20
Intergy Private Wealth, LLC
NEW
Shares1,177
Change+1,177
Value$245.4K
Filed 2026-10-16
Birch Financial Group, LLC
NEW
Shares1,172
Change+1,172
Value$244.3K
Filed 2026-10-27
Advisor OS, LLC
NEW
Shares1,139
Change+1,139
Value$237.5K
Filed 2026-11-03
International Assets Investment Management, LLC
NEW
Shares1,136
Change+1,136
Value$239.5K
Filed 2026-11-02
Calamos Advisors LLC
NEW
Shares1,136
Change+1,136
Value$236.8K
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
NEW
Shares1,135
Change+1,135
Value$236.7K
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
NEW
Shares1,127
Change+1,127
Value$235.0K
Filed 2026-10-08
Beaumont Financial Advisors, LLC
NEW
Shares1,114
Change+1,114
Value$232.2K
Filed 2026-10-22
Catalyst Financial Partners LLC
NEW
Shares1,095
Change+1,095
Value$228.3K
Filed 2026-11-06
Argos Wealth Advisors, LLC
NEW
Shares1,085
Change+1,085
Value$226.2K
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares1,085 from 1,635
Change-550 (-34%)
Value$226.2K (-$25.8K)
Filed 2026-11-06
Klingman & Associates, LLC
NEW
Shares1,081
Change+1,081
Value$225.4K
Filed 2026-10-20
Capital Investment Advisory Services, LLC
NEW
Shares1,071
Change+1,071
Value$223.3K
Filed 2026-10-30
Center For Asset Management LLC
NEW
Shares1,065
Change+1,065
Value$222.0K
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
NEW
Shares1,061
Change+1,061
Value$221.2K
Filed 2026-10-21
Brookstone Capital Management
NEW
Shares1,050
Change+1,050
Value$218.8K
Filed 2026-10-22
180 Wealth Advisors, LLC
NEW
Shares1,042
Change+1,042
Value$217.2K
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
NEW
Shares1,030
Change+1,030
Value$214.7K
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares1,029
Change+1,029
Value$214.5K
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares1,027
Change+1,027
Value$214.1K
Filed 2026-10-19
Exchange Traded Concepts, LLC
NEW
Shares1,022
Change+1,022
Value$213.1K
Filed 2026-10-28
Sunpointe, LLC
DECREASED
Shares1,021 from 1,355
Change-334 (-25%)
Value$212.9K (+$4.0K)
Filed 2026-10-22
VestGen Advisors, LLC
NEW
Shares1,020
Change+1,020
Value$212.7K
Filed 2026-10-27
Pacific Capital Wealth Advisors, Inc.
NEW
Shares1,014
Change+1,014
Value$211.4K
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares1,009
Change+1,009
Value$235
Filed 2026-11-03
D'Orazio & Associates, Inc.
NEW
Shares996
Change+996
Value$207.6K
Filed 2026-11-04
Piedmont Capital Management, LLC
NEW
Shares991
Change+991
Value$206.6K
Filed 2026-10-21
Moody National Bank Trust Division
NEW
Shares989
Change+989
Value$206.2K
Filed 2026-10-06
RBA Wealth Management, LLC
NEW
Shares975
Change+975
Value$203.3K
Filed 2026-10-28
Veery Capital, LLC
NEW
Shares972
Change+972
Value$202.6K
Filed 2026-10-07
Turtle Creek Wealth Advisors, LLC
NEW
Shares966
Change+966
Value$201.4K
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares877 from 968
Change-91 (-9%)
Value$182.8K (+$33.7K)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
INCREASED
Shares836 from 498
Change+338 (+68%)
Value$174.3K (+$97.5K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares823 from 938
Change-115 (-12%)
Value$171.5K (+$27.0K)
Filed 2026-10-30
First Command Advisory Services, Inc.
INCREASED
Shares798 from 68
Change+730 (+1074%)
Value$166.4K (+$155.9K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares775 from 1,285
Change-510 (-40%)
Value$161.6K (-$36.5K)
Filed 2026-11-06
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$156 (-$114.8K)
Filed 2026-11-04
180 GPS Investments IC Ltd
NEW
Shares728
Change+728
Value$151.8K
Filed 2026-11-06
Eastern Bank
DECREASED
Shares724 from 765
Change-41 (-5%)
Value$150.9K (+$33.0K)
Filed 2026-10-05
Salomon & Ludwin, LLC
INCREASED
Shares715 from 339
Change+376 (+111%)
Value$149.1K (+$95.1K)
Filed 2026-10-29
Ascentis Wealth Management, LLC
INCREASED
Shares715 from 667
Change+48 (+7%)
Value$149.1K (+$46.3K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares706 from 558
Change+148 (+27%)
Value$147.2K (+$61.2K)
Filed 2026-10-28
Leonteq Securities AG
DECREASED
Shares670 from 4,236
Change-3,566 (-84%)
Value$139.7K (-$513.1K)
Filed 2026-10-29
American Capital Advisory, LLC
DECREASED
Shares656 from 665
Change-9 (-1%)
Value$136.8K (+$34.3K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares651 from 473
Change+178 (+38%)
Value$135.7K (+$62.8K)
Filed 2026-11-05
Grove Bank & Trust
DECREASED
Shares605 from 626
Change-21 (-3%)
Value$126.1K (+$29.7K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares600 from 647
Change-47 (-7%)
Value$125.1K (+$25.4K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares586
Change+586
Value$122.2K
Filed 2026-10-21
James T. Borello RIA
INCREASED
Shares554 from 381
Change+173 (+45%)
Value$115.5K (+$56.8K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares515 from 364
Change+151 (+41%)
Value$107.4K (+$51.3K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$104.7K (+$27.3K)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares482 from 531
Change-49 (-9%)
Value$100.5K (+$18.7K)
Filed 2026-10-26
Alta Capital Management LLC/
NEW
Shares478
Change+478
Value$99.7K
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$96.9K (+$25.3K)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares453 from 743
Change-290 (-39%)
Value$94.4K (-$20.1K)
Filed 2026-10-16
Fortitude Family Office, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$94.2K (+$24.6K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$87 (-$63.9K)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares408
Change+408
Value$85.1K
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares408 from 412
Change-4 (-1%)
Value$85.1K (+$21.6K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares402 from 352
Change+50 (+14%)
Value$83.8K (+$29.6K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$77.1K (+$20.1K)
Filed 2026-10-23
Syntax Research, Inc.
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$74.2K (+$19.4K)
Filed 2026-11-04
Proathlete Wealth Management LLC
NEW
Shares349
Change+349
Value$72.8K
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares319 from 27
Change+292 (+1081%)
Value$66.5K (+$62.3K)
Filed 2026-10-13
Compass Wealth Management LLC
NEW
Shares300
Change+300
Value$62.5K
Filed 2026-10-22
Addison Advisors LLC
INCREASED
Shares279 from 233
Change+46 (+20%)
Value$58.2K (+$22.3K)
Filed 2026-11-06
Markowski Investments
INCREASED
Shares279 from 267
Change+12 (+4%)
Value$58.2K (+$17.0K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
NEW
Shares276
Change+276
Value$57.5K
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$55.9K (+$14.6K)
Filed 2026-11-06
Legacies Wealth LLC
NEW
Shares267
Change+267
Value$55.7K
Filed 2026-11-02
Rakuten Securities, Inc.
INCREASED
Shares262 from 190
Change+72 (+38%)
Value$54.6K (+$25.3K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares258
Change+258
Value$53.7K
Filed 2026-11-05
FNY Investment Advisers, LLC
NEW
Shares250
Change+250
Value$52
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares240
Change+240
Value$50.0K
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares236 from 171
Change+65 (+38%)
Value$49.2K (+$22.8K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares230 from 156
Change+74 (+47%)
Value$48.0K (+$23.9K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$47.3K (+$12.3K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares223 from 187
Change+36 (+19%)
Value$46.5K (+$17.7K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares209 from 130
Change+79 (+61%)
Value$43.6K (+$23.5K)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares201 from 171
Change+30 (+18%)
Value$41.9K (+$15.6K)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$41.7K (+$10.9K)
Filed 2026-10-15
West Financial Advisors, LLC
NEW
Shares196
Change+196
Value$40.9K
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED
Shares196 from 241
Change-45 (-19%)
Value$40.9K (+$3.7K)
Filed 2026-10-15
WPG Advisers, LLC
INCREASED
Shares180 from 173
Change+7 (+4%)
Value$37.5K (+$10.9K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$37.5K (+$9.8K)
Filed 2026-10-30
Ares Financial Consulting, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$36.9K (+$9.6K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares173 from 198
Change-25 (-13%)
Value$36.1K (+$5.6K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares166
Change+166
Value$34.6K
Filed 2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$34.6K (+$9.0K)
Filed 2026-11-03
Winch Advisory Services, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$34.3K (+$9.0K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares161 from 129
Change+32 (+25%)
Value$33.6K (+$13.7K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares158 from 90
Change+68 (+76%)
Value$32.9K (+$19.1K)
Filed 2026-10-29
Financial Consulate, Inc
INCREASED
Shares157 from 120
Change+37 (+31%)
Value$32.7K (+$14.2K)
Filed 2026-10-23
Maseco LLP
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$32.1K (+$8.4K)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$31.7K (+$8.3K)
Filed 2026-10-07
Elevation Wealth Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$31.3K (+$8.2K)
Filed 2026-10-07
Rothwell Investment Advisors, LLC
NEW
Shares149
Change+149
Value$31.1K
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED
Shares147 from 2
Change+145 (+7250%)
Value$30.6K (+$30.3K)
Filed 2026-10-29
V-Square Quantitative Management LLC
NEW
Shares145
Change+145
Value$30.2K
Filed 2026-10-15
GoalVest Advisory LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$29.8K (+$7.8K)
Filed 2026-10-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$29.8K (+$7.8K)
Filed 2026-10-28
Kozak & Associates, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$33.2K (+$10.9K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$21.0K ($0)
Filed 2026-11-05
Zions Bancorporation, National Association
INCREASED
Shares132 from 107
Change+25 (+23%)
Value$27.5K (+$11.0K)
Filed 2026-11-06
Highline Wealth Partners LLC
INCREASED
Shares131 from 60
Change+71 (+118%)
Value$27.4K (+$18.1K)
Filed 2026-10-19
Hager Investment Management Services, LLC
DECREASED
Shares130 from 152
Change-22 (-14%)
Value$27.1K (+$3.7K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$26.3K (+$6.9K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$26.1K (+$6.8K)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$26.1K (+$6.8K)
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$26.1K (+$6.8K)
Filed 2026-10-26
Community Bank, N.A.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$25.2K (+$6.6K)
Filed 2026-11-06
Montag A & Associates Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$25.0K (+$6.5K)
Filed 2026-10-29
Ninety One UK Ltd
INCREASED
Shares119 from 111
Change+8 (+7%)
Value$24.8K (+$7.7K)
Filed 2026-10-15
Adirondack Trust Co
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$24.4K (+$6.4K)
Filed 2026-10-14
KFG LLC
NEW
Shares115
Change+115
Value$24.0K
Filed 2026-11-02
Natixis
DECREASED
Shares114 from 7,233
Change-7,119 (-98%)
Value$24.0K (-$1.1M)
Filed 2026-11-06
Aventus Investment Advisors, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$22.9K (+$6.0K)
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$22.7K (+$5.9K)
Filed 2026-11-04
True Wealth Design, LLC
DECREASED
Shares98 from 190
Change-92 (-48%)
Value$20.4K (-$8.8K)
Filed 2026-10-13
Triumph Capital Management
DECREASED
Shares97 from 107
Change-10 (-9%)
Value$20.2K (+$3.7K)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares93 from 77
Change+16 (+21%)
Value$19.4K (+$7.5K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares90 from 58
Change+32 (+55%)
Value$18.8K (+$9.8K)
Filed 2026-10-07
TFC Financial Management, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$18.1K (+$4.7K)
Filed 2026-10-26
Albion Financial Group
INCREASED
Shares86 from 81
Change+5 (+6%)
Value$17.9K (+$5.4K)
Filed 2026-10-21
City Holding Co
INCREASED
Shares81 from 60
Change+21 (+35%)
Value$16.9K (+$7.6K)
Filed 2026-10-19
Arlington Trust Co LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$13.8K (+$3.6K)
Filed 2026-10-20
Hilltop National Bank
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$13.3K (+$3.5K)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares61 from 16
Change+45 (+281%)
Value$12.7K (+$10.3K)
Filed 2026-10-02
Strengthening Families & Communities, LLC
DECREASED
Shares61 from 62
Change-1 (-2%)
Value$12.8K (+$3.2K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares60
Change+60
Value$12.5K
Filed 2026-10-19
United Financial Planning Group LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$12.5K (+$3.3K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares57 from 8
Change+49 (+613%)
Value$11.9K (+$10.7K)
Filed 2026-10-27
Jnba Financial Advisors
INCREASED
Shares57 from 39
Change+18 (+46%)
Value$11.9K (+$5.9K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
DECREASED
Shares53 from 57
Change-4 (-7%)
Value$11.1K (+$2.3K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$10.0K (+$2.6K)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$9.6K (+$2.5K)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$9.4K (+$2.4K)
Filed 2026-11-04
Bayforest Capital Ltd
NEW
Shares41
Change+41
Value$8.5K
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW
Shares40
Change+40
Value$8.3K
Filed 2026-10-15
GHP Investment Advisors, Inc.
INCREASED
Shares36 from 9
Change+27 (+300%)
Value$7.5K (+$6.1K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
DECREASED
Shares36 from 37
Change-1 (-3%)
Value$7.5K (+$1.8K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
DECREASED
Shares34 from 46
Change-12 (-26%)
Value$7.1K (-$1)
Filed 2026-10-28
MV Capital Management, Inc.
INCREASED
Shares33 from 12
Change+21 (+175%)
Value$6.9K (+$5.0K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$6.7K (+$1.7K)
Filed 2026-11-04
Pittenger & Anderson Inc
NEW
Shares28
Change+28
Value$5.8K
Filed 2026-11-02
Bullock Wealth Management Group
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.9K (+$1.4K)
Filed 2026-10-09
Eukles Asset Management
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.8K (+$1.5K)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.4K (+$1.4K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares25
Change+25
Value$5.2K
Filed 2026-10-09
Balance Wealth Partners LLC
NEW
Shares24
Change+24
Value$5.0K
Filed 2026-10-27
Y.D. More Investments Ltd
NEW
Shares20
Change+20
Value$4.2K
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.2K (+$4.2K)
Filed 2026-11-06
Manchester Capital Management LLC
DECREASED
Shares19 from 24
Change-5 (-21%)
Value$4.0K (+$263)
Filed 2026-10-22
Lodestone Wealth Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.8K (+$979)
Filed 2026-10-14
CX Institutional
DECREASED
Shares17 from 36
Change-19 (-53%)
Value$4 (-$2)
Filed 2026-10-02
Country Trust Bank
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.5K (+$924)
Filed 2026-10-30
Bell Investment Advisors, Inc
DECREASED
Shares16 from 42
Change-26 (-62%)
Value$3.3K (-$3.1K)
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares16 from 8
Change+8 (+100%)
Value$3.3K (+$2.1K)
Filed 2026-10-20
Gilpin Wealth Management, LLC
NEW
Shares14
Change+14
Value$2.9K
Filed 2026-10-09
Decker Retirement Planning Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.9K (+$761)
Filed 2026-10-19
Monetary Solutions, Ltd
INCREASED
Shares13 from 9
Change+4 (+44%)
Value$2.7K (+$1.3K)
Filed 2026-10-22
Nfsg Corp
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.7K (+$715)
Filed 2026-10-15
Navigoe, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2 (-$2.0K)
Filed 2026-11-04
Entrust Financial LLC
NEW
Shares12
Change+12
Value$2.5K
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.5K (+$653)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.5K (+$653)
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.5K (+$652)
Filed 2026-11-05
Bernzott Capital Advisors
NEW
Shares11
Change+11
Value$2.3K
Filed 2026-10-29
Godsey & Gibb, Inc
NEW
Shares10
Change+10
Value$2.1K
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.1K (+$543)
Filed 2026-10-15
Trust Co of Vermont
NEW
Shares9
Change+9
Value$1.9K
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.9K (+$489)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.7K (+$386)
Filed 2026-10-09
Transce3nd, LLC
NEW
Shares6
Change+6
Value$1.4K
Filed 2026-10-26
Carolina Wealth Advisors, LLC
NEW
Shares6
Change+6
Value$1.3K
Filed 2026-10-23
Nvest Wealth Strategies, Inc.
NEW
Shares6
Change+6
Value$1.3K
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$1.3K (+$635)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.3K (+$326)
Filed 2026-10-30
Abound Wealth Management
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$1.0K (+$118)
Filed 2026-10-26
Center for Financial Planning, Inc.
DECREASED
Shares4 from 39
Change-35 (-90%)
Value$833 (-$5.2K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
DECREASED
Shares4 from 6
Change-2 (-33%)
Value$834 (-$91)
Filed 2026-10-16
Meriwether Wealth & Planning, LLC
NEW
Shares3
Change+3
Value$625
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$675 (+$213)
Filed 2026-10-16
StrongBox Wealth, LLC
NEW
Shares2
Change+2
Value$417
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$208 (+$54)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 20,416
Change-20,416 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-05
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 19,400
Change-19,400 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
R Squared Ltd
CLOSED
Shares0 from 3,256
Change-3,256 (-100%)
Value$0 (-$501.8K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 2,354
Change-2,354 (-100%)
Value$0 (-$362.9K)
Filed 2026-10-26
Wedbush Securities Inc
CLOSED
Shares0 from 1,987
Change-1,987 (-100%)
Value$0 (-$306.0K)
Filed 2026-10-22
Sepio Capital, LP
CLOSED
Shares0 from 1,881
Change-1,881 (-100%)
Value$0 (-$289.9K)
Filed 2026-10-22
KBC Group NV
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$282.0K)
Filed 2026-10-22
Trek Financial, LLC
CLOSED
Shares0 from 1,816
Change-1,816 (-100%)
Value$0 (-$279.9K)
Filed 2026-10-29
South Shore Capital Advisors
CLOSED
Shares0 from 1,582
Change-1,582 (-100%)
Value$0 (-$243.9K)
Filed 2026-10-20
Arlington Partners LLC
CLOSED
Shares0 from 1,443
Change-1,443 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1,014
Change-1,014 (-100%)
Value$0 (-$156.3K)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$140.2K)
Filed 2026-10-15
State of Wyoming
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$107.3K)
Filed 2026-10-28
Alpine Bank Wealth Management
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$35.8K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$32.1K)
Filed 2026-10-14
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$26.4K)
Filed 2026-10-19
Community Financial Services Group, LLC
CLOSED
Shares0 from 153
Change-153 (-100%)
Value$0 (-$24.4K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-16
Reap Financial Group, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$15.4K)
Filed 2026-11-02
Ulland Investment Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$15)
Filed 2026-10-13
Essential Partners LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-14
Whipplewood Advisors, LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$10.2K)
Filed 2026-10-20
Founders Capital Management
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$6.5K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-15
Caldwell Trust Co
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-23
Southern Michigan Bank & Trust
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-19
Noble Wealth Management PBC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-01
CKW Financial Group
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1)
Filed 2026-10-29
Horizon Financial Services, LLC
DECREASED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$14 (+$4)
Filed 2026-11-04
Eagle Capital Management LLC
N/A
Shares— from 8,640,615
Change-8,640,615 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,023,085
Change-6,023,085 (-100%)
Value—
Capital International Investors
N/A
Shares— from 5,681,413
Change-5,681,413 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,476,111
Change-5,476,111 (-100%)
Value—
Windacre Partnership LLC
N/A
Shares— from 4,399,300
Change-4,399,300 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 2,508,905
Change-2,508,905 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,391,150
Change-2,391,150 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,991,923
Change-1,991,923 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,450,152
Change-1,450,152 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,249,520
Change-1,249,520 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 1,236,546
Change-1,236,546 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,214,315
Change-1,214,315 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,146,783
Change-1,146,783 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 917,375
Change-917,375 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 823,529
Change-823,529 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 791,300
Change-791,300 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 784,221
Change-784,221 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 715,364
Change-715,364 (-100%)
Value—
UBS Group AG
N/A
Shares— from 680,559
Change-680,559 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 638,000
Change-638,000 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 629,801
Change-629,801 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 614,006
Change-614,006 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 592,149
Change-592,149 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 555,426
Change-555,426 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 538,309
Change-538,309 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 441,524
Change-441,524 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 399,809
Change-399,809 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 387,737
Change-387,737 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 324,086
Change-324,086 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 289,401
Change-289,401 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 287,919
Change-287,919 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 281,110
Change-281,110 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 243,499
Change-243,499 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 235,293
Change-235,293 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 227,588
Change-227,588 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 215,546
Change-215,546 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 208,031
Change-208,031 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 207,511
Change-207,511 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 188,848
Change-188,848 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 186,261
Change-186,261 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 182,764
Change-182,764 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 182,310
Change-182,310 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 178,749
Change-178,749 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 177,629
Change-177,629 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 177,112
Change-177,112 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 176,863
Change-176,863 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 174,594
Change-174,594 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 164,217
Change-164,217 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 159,163
Change-159,163 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 153,061
Change-153,061 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 144,421
Change-144,421 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 144,159
Change-144,159 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 130,973
Change-130,973 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 128,397
Change-128,397 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 127,957
Change-127,957 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 126,181
Change-126,181 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 125,522
Change-125,522 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 119,017
Change-119,017 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 117,647
Change-117,647 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 115,068
Change-115,068 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 101,630
Change-101,630 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 100,549
Change-100,549 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 97,555
Change-97,555 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 93,836
Change-93,836 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 91,981
Change-91,981 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 91,841
Change-91,841 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 90,633
Change-90,633 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 82,500
Change-82,500 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 81,258
Change-81,258 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 79,218
Change-79,218 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 75,429
Change-75,429 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 74,064
Change-74,064 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 72,689
Change-72,689 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 72,235
Change-72,235 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 68,368
Change-68,368 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,923
Change-67,923 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 64,388
Change-64,388 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 64,155
Change-64,155 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 62,376
Change-62,376 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 61,457
Change-61,457 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 60,529
Change-60,529 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 56,068
Change-56,068 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 54,677
Change-54,677 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 52,161
Change-52,161 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 51,911
Change-51,911 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 51,414
Change-51,414 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 51,172
Change-51,172 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 49,491
Change-49,491 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 48,915
Change-48,915 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 47,934
Change-47,934 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 47,281
Change-47,281 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 45,468
Change-45,468 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 43,043
Change-43,043 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 41,915
Change-41,915 (-100%)
Value—
&partners
N/A
Shares— from 41,325
Change-41,325 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,508
Change-39,508 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 38,797
Change-38,797 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 35,972
Change-35,972 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 35,295
Change-35,295 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 33,502
Change-33,502 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 32,211
Change-32,211 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 30,639
Change-30,639 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 30,194
Change-30,194 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 29,945
Change-29,945 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 28,773
Change-28,773 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 28,444
Change-28,444 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 28,060
Change-28,060 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 27,148
Change-27,148 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 27,063
Change-27,063 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 26,820
Change-26,820 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 26,528
Change-26,528 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 26,397
Change-26,397 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 25,494
Change-25,494 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 25,179
Change-25,179 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 24,620
Change-24,620 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 24,389
Change-24,389 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 24,181
Change-24,181 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 22,865
Change-22,865 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 22,620
Change-22,620 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,070
Change-22,070 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 21,307
Change-21,307 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 20,662
Change-20,662 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 20,595
Change-20,595 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,281
Change-20,281 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 19,650
Change-19,650 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 19,528
Change-19,528 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 19,441
Change-19,441 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 19,401
Change-19,401 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 19,037
Change-19,037 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 18,914
Change-18,914 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 18,774
Change-18,774 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 18,098
Change-18,098 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 17,494
Change-17,494 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,364
Change-17,364 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,843
Change-16,843 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 16,804
Change-16,804 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 16,677
Change-16,677 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 16,479
Change-16,479 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 16,268
Change-16,268 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 16,188
Change-16,188 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,811
Change-15,811 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 15,665
Change-15,665 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 15,146
Change-15,146 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 14,909
Change-14,909 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,899
Change-14,899 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 14,868
Change-14,868 (-100%)
Value—
Capital World Investors
N/A
Shares— from 14,793
Change-14,793 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 14,191
Change-14,191 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 14,064
Change-14,064 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,715
Change-13,715 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 13,595
Change-13,595 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 13,576
Change-13,576 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,283
Change-13,283 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 12,677
Change-12,677 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
State Street Corp
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 11,830
Change-11,830 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 11,780
Change-11,780 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,606
Change-10,606 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,182
Change-9,182 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 9,103
Change-9,103 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,553
Change-8,553 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 7,960
Change-7,960 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,929
Change-7,929 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 683
Change-683 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 646
Change-646 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 618
Change-618 (-100%)
Value—
Corient IA LP
N/A
Shares— from 570
Change-570 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 463
Change-463 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 366
Change-366 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 343
Change-343 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 253
Change-253 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 172
Change-172 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Motco
N/A
Shares— from 139
Change-139 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 106
Change-106 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 94
Change-94 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 80
Change-80 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 45
Change-45 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 41
Change-41 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 31
Change-31 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 30
Change-30 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 27
Change-27 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
INCREASED15,426,41614,931,460+494,956+3%$2.3B$3.2B+$915.0M2026-11-06
Principal Financial Group Inc
DECREASED539,377583,211-43,834-8%$89.9M$112.4M+$22.6M2026-11-02
Bank of New York Mellon Corp
INCREASED248,495228,173+20,322+9%$35.2M$51.8M+$16.6M2026-11-05
Fort Washington Investment Advisors Inc
INCREASED221,642172,140+49,502+29%$26.5M$46.2M+$19.7M2026-10-15
AMF Tjanstepension AB
UNCHANGED195,895195,89500%$30.2M$40.8M+$10.7M2026-10-22
Sustainable Growth Advisers, LP
DECREASED192,096351,771-159,675-45%$54.2M$40.0M-$14.2M2026-10-15
Coerente Capital Management
INCREASED164,381160,606+3,775+2%$24.8M$34.3M+$9.5M2026-10-29
LPL Financial LLC
INCREASED161,623134,987+26,636+20%$20.8M$33.7M+$12.9M2026-11-06
Creative Planning
INCREASED158,206157,554+652+0%$24.3M$33.0M+$8.7M2026-11-02
Deprince Race & Zollo Inc
INCREASED134,421102,198+32,223+32%$15.7M$28.0M+$12.3M2026-10-13
Blue Grotto Capital, LLC
NEW130,000—+130,000——$27.1M—2026-11-04
Assetmark, Inc
INCREASED126,942101,442+25,500+25%$15.6M$26.5M+$10.8M2026-10-21
Riverbridge Partners LLC
DECREASED123,880125,736-1,856-1%$19.4M$25.8M+$6.4M2026-11-05
Obermeyer Wealth Partners
INCREASED117,765116,031+1,734+1%$17.9M$24.6M+$6.7M2026-10-21
Dimensional Fund Advisors LP
INCREASED111,02863,143+47,885+76%$9.7M$23.1M+$13.4M2026-11-04
PNC Financial Services Group, Inc.
DECREASED105,489135,241-29,752-22%$20.8M$22.0M+$1.2M2026-11-06
US Bancorp \de\
INCREASED97,55888,375+9,183+10%$13.6M$20.3M+$6.7M2026-11-05
Aberdeen Group plc
DECREASED96,841119,200-22,359-19%$18.4M$9.4M-$8.9M2026-11-06
Cardinal Capital Management, Inc.
DECREASED90,90890,961-530%$14.0M$19.0M+$4.9M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED87,44383,270+4,173+5%$3.0M$4.9M+$1.9M2026-10-13
Ethic Inc.
INCREASED86,66770,908+15,759+22%$10.9M$18.1M+$7.1M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED86,04684,946+1,100+1%$13.5M$18.1M+$4.6M2026-11-04
Russell Investments Group, Ltd.
INCREASED84,20778,706+5,501+7%$12.1M$17.6M+$5.4M2026-11-06
Crossmark Global Holdings, Inc.
DECREASED77,13877,739-601-1%$12.0M$16.1M+$4.1M2026-10-21
Citigroup Inc
DECREASED75,14088,813-13,673-15%$13.7M$15.7M+$2.0M2026-11-04
Value Partners Investments Inc.
INCREASED68,84466,045+2,799+4%$10.2M$14.4M+$4.2M2026-10-19
NorthCrest Asset Manangement, LLC
INCREASED64,17463,825+349+1%$10.1M$13.6M+$3.5M2026-10-13
Oppenheimer Asset Management Inc.
INCREASED63,54857,354+6,194+11%$8.8M$13.2M+$4.4M2026-10-27
Cambiar Investors LLC
INCREASED63,38762,567+820+1%$9.6M$13.2M+$3.6M2026-11-04
Barclays PLC
INCREASED62,09621,389+40,707+190%$3.3M$12.9M+$9.6M2026-11-06
Kornitzer Capital Management Inc
INCREASED61,00060,300+700+1%$9.3M$12.7M+$3.4M2026-11-03
Truist Financial Corp
INCREASED60,53550,692+9,843+19%$7.8M$12.6M+$4.8M2026-10-30
MacKenzie Financial Corp
NEW54,004—+54,004——$11.3M—2026-11-02
Boston Common Asset Management, LLC
INCREASED48,63647,647+989+2%$7.3M$10.1M+$2.8M2026-10-13
Equitable Trust Co
DECREASED46,49448,642-2,148-4%$7.5M$9.7M+$2.2M2026-10-13
Guardian Partners Inc.
DECREASED44,37045,555-1,185-3%$7.0M$9.3M+$2.2M2026-10-21
Henry James International Management Inc.
INCREASED43,91343,546+367+1%$6.7M$9.2M+$2.4M2026-10-14
Naples Global Advisors, LLC
INCREASED43,88741,447+2,440+6%$6.4M$9.1M+$2.8M2026-11-05
Vise Technologies, Inc.
INCREASED39,23234,555+4,677+14%$5.3M$8.2M+$2.9M2026-10-29
Savant Capital, LLC
INCREASED38,91321,867+17,046+78%$4.1M$8.1M+$4.0M2026-11-06
Quadrant Capital Group LLC
INCREASED36,91235,959+953+3%$5.5M$8.1M+$2.6M2026-10-20
Moran Wealth Management, LLC
INCREASED33,80831,278+2,530+8%$4.8M$7.0M+$2.2M2026-10-22
SeaBridge Investment Advisors LLC
NEW29,915—+29,915——$6.2M—2026-11-02
Ritholtz Wealth Management
INCREASED29,22128,360+861+3%$4.4M$6.1M+$1.7M2026-11-05
Florida Trust Wealth Management Co
DECREASED28,60533,960-5,355-16%$5.2M$6.0M+$730.0K2026-11-05
Cardinal Capital Management
INCREASED28,31027,561+749+3%$4.2M$5.9M+$1.7M2026-10-21
Cohen Klingenstein LLC
UNCHANGED28,03228,03200%$4.3M$5.8M+$1.5M2026-10-15
Bretton Capital Management, LLC
NEW28,000—+28,000——$5.8M—2026-10-22
Bochk Asset Management Ltd
INCREASED25,79025,440+350+1%$3.9M$5.4M+$1.5M2026-10-29
Atria Investments, Inc
INCREASED25,27619,178+6,098+32%$3.0M$5.3M+$2.3M2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED25,24427,921-2,677-10%$4.3M$5.3M+$960.0K2026-11-03
Lido Advisors, LLC
INCREASED25,16118,929+6,232+33%$2.9M$5.2M+$2.3M2026-11-04
Evergreen Capital Management LLC
INCREASED25,10717,369+7,738+45%$2.7M$5.2M+$2.6M2026-10-23
Calamos Wealth Management LLC
NEW24,996—+24,996——$5.2M—2026-11-02
NIA Impact Advisors, LLC
DECREASED24,72626,402-1,676-6%$4.1M$5.2M+$1.1M2026-11-04
Park Avenue Securities LLC
INCREASED22,81119,227+3,584+19%$3.0M$4.8K-$3.0M2026-10-26
Hollow Brook Wealth Management LLC
DECREASED22,40624,352-1,946-8%$3.8M$4.7M+$918.3K2026-10-29
Signaturefd, LLC
INCREASED22,39621,934+462+2%$3.4M$4.7M+$1.3M2026-10-23
Capital Investment Counsel, Inc
INCREASED21,94921,934+15+0%$3.4M$4.6M+$1.2M2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED21,16922,066-897-4%$3.4M$4.4M+$1.0M2026-10-30
Eagle Global Advisors LLC
INCREASED20,68520,606+79+0%$3.2M$4.3M+$1.1M2026-11-02
Asio Capital, LLC
INCREASED20,19013,047+7,143+55%$2.0M$4.2M+$2.2M2026-10-19
Prospera Financial Services Inc
INCREASED20,14811,328+8,820+78%$1.7M$4.7M+$3.0M2026-11-04
TD Waterhouse Canada Inc.
DECREASED19,45124,917-5,466-22%$4.1M$4.1M+$8.1K2026-10-16
Factory Mutual Insurance Co
UNCHANGED19,32419,32400%$3.0M$4.0M+$1.1M2026-10-30
Louisbourg Investments Inc.
DECREASED17,88021,680-3,800-18%$3.3M$3.7M+$386.5K2026-10-20
Keybank National Association
DECREASED17,22117,339-118-1%$2.7M$3.6M+$918.1K2026-11-04
Jcic Asset Management Inc.
INCREASED16,82416,378+446+3%$2.8M$3.5M+$703.4K2026-10-30
Monte Financial Group, LLC
NEW16,470—+16,470——$3.4M—2026-11-02
Commonwealth Equity Services, LLC
INCREASED15,42914,311+1,118+8%$2.2M$3.2M+$1.0M2026-11-02
Aaron Wealth Advisors LLC
DECREASED15,41015,623-213-1%$2.4M$3.2M+$805.0K2026-10-13
HB Wealth Management, LLC
INCREASED15,30111,966+3,335+28%$1.8M$3.2M+$1.3M2026-10-23
Pzena Investment Management LLC
INCREASED14,9856,554+8,431+129%$1.0M$3.1M+$2.1M2026-10-30
Elevation Point Wealth Partners, LLC
INCREASED14,9514,944+10,007+202%$761.9K$3.1M+$2.4M2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED14,84414,142+702+5%$2.2M$3.1M+$915.3K2026-10-13
Bailard, Inc.
INCREASED14,75913,553+1,206+9%$2.1M$3.1M+$988.5K2026-10-13
Legacy Wealth Asset Management, LLC
INCREASED14,45314,432+21+0%$2.2M$3.0M+$789.0K2026-10-09
Morguard Lincluden Global Investments Ltd
DECREASED14,18715,362-1,175-8%$2.4M$3.0K-$2.4M2026-10-28
Sterling Investment Management, LLC
DECREASED13,92514,741-816-6%$2.3M$2.9M+$631.3K2026-10-16
CIBC Asset Management Inc
DECREASED13,81517,334-3,519-20%$2.6M$2.9M+$258.2K2026-11-05
Burkett Asset Management Ltd
DECREASED12,65012,845-195-2%$2.0M$2.6M+$657.7K2026-10-13
Choreo, LLC
DECREASED12,27612,742-466-4%$2.0M$2.6M+$595.6K2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED12,03119,968-7,937-40%$3.1M$2.5M-$569.0K2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED11,93711,369+568+5%$1.8M$2.5M+$736.5K2026-11-05
Compound Planning, Inc.
INCREASED11,84510,200+1,645+16%$1.6M$2.5M+$897.5K2026-11-05
GC Wealth Management RIA, LLC
DECREASED11,58613,173-1,587-12%$2.0M$2.4M+$385.4K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED11,07510,084+991+10%$1.6M$2.3M+$754.9K2026-10-16
Frank, Rimerman Advisors LLC
INCREASED10,9528,480+2,472+29%$1.3M$2.3M+$976.4K2026-10-16
Diversify Advisory Services, LLC
INCREASED10,93310,179+754+7%$1.7M$2.5M+$719.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED10,93310,179+754+7%$1.7M$2.5M+$719.3K2026-10-20
Cox Capital Mgt LLC
DECREASED10,73910,748-90%$1.7M$2.2M+$582.5K2026-10-07
Cidel Asset Management Inc
DECREASED10,654111,952-101,298-90%$17.3M$2.2M-$15.0M2026-10-29
Weatherly Asset Management L. P.
INCREASED9,8019,795+6+0%$1.5M$2.0M+$533.8K2026-10-20
Stablepoint Partners, LLC
INCREASED9,7147,847+1,867+24%$1.2M$2.0M+$815.9K2026-11-03
Fiduciary Alliance LLC
DECREASED9,46416,223-6,759-42%$2.5M$2.0M-$527.1K2026-10-13
Highland Capital Management, LLC
DECREASED9,46013,460-4,000-30%$2.1M$2.0M-$102.1K2026-10-26
First Affirmative Financial Network
NEW9,396—+9,396——$2.0M—2026-10-21
Parallel Advisors, LLC
INCREASED9,3808,197+1,183+14%$1.3M$2.0M+$692.1K2026-11-03
Lockheed Martin Investment Management Co
DECREASED9,3609,800-440-4%$1.5M$2.0M+$441.1K2026-11-04
Cravens & Co Advisors, LLC
INCREASED8,7818,262+519+6%$1.3M$1.8M+$557.4K2026-10-16
Channing Global Advisors, LLC
INCREASED8,7718,373+398+5%$1.3M$1.8M+$538.2K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED8,5789,040-462-5%$1.4M$1.8M+$395.3K2026-10-20
Live Oak Private Wealth LLC
DECREASED8,50010,188-1,688-17%$1.6M$1.8M+$202.0K2026-11-02
Merit Financial Group, LLC
INCREASED8,4928,433+59+1%$1.3M$1.8M+$470.7K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED8,4837,904+579+7%$1.2M$1.8M+$550.5K2026-11-06
Perigon Wealth Management, LLC
DECREASED8,3529,477-1,125-12%$1.5M$1.7M+$280.7K2026-10-22
Cornerstone Planning, LLC
INCREASED8,2718,189+82+1%$1.3M$1.4M+$157.8K2026-10-27
Level Four Advisory Services, LLC
DECREASED8,2228,691-469-5%$1.3M$1.7M+$374.8K2026-11-06
Euro Pacific Asset Management, LLC
NEW8,032—+8,032——$1.7M—2026-11-03
Vest Financial, LLC
INCREASED7,8736,858+1,015+15%$1.1M$1.6M+$584.5K2026-10-21
Fiera Capital Corp
INCREASED7,7896,848+941+14%$1.1M$1.6M+$568.5K2026-11-06
Deutsche Bank Ag\
INCREASED7,7727,199+573+8%$1.1M$1.6M+$510.9K2026-11-06
J.Safra Asset Management Corp
INCREASED7,5307,415+115+2%$1.1M$1.6M+$427.1K2026-11-03
Sterling Capital Management LLC
DECREASED7,4577,798-341-4%$1.2M$1.6M+$352.9K2026-10-22
Perpetual Ltd
UNCHANGED7,4047,40400%$1.1M$1.5M+$402.6K2026-10-13
Analyst IMS Investment Management Services Ltd.
UNCHANGED7,4007,40000%$1.1M$1.5K-$1.1M2026-11-05
Farther Finance Advisors, LLC
DECREASED7,39910,127-2,728-27%$1.6M$1.5M-$18.6K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED7,3776,685+692+10%$1.0M$1.5K-$1.0M2026-11-02
Lester Murray Antman dba SimplyRich
DECREASED7,37517,093-9,718-57%$1.1M$1.5M+$400.8K2026-11-06
Kestra Advisory Services, LLC
INCREASED7,2865,565+1,721+31%$857.6K$1.5M+$661.4K2026-11-02
Asset Management One Co., Ltd.
NEW7,219—+7,219——$1.5M—2026-10-27
Burney Co/
DECREASED7,1797,337-158-2%$1.1M$1.5M+$366.0K2026-10-15
Americana Partners, LLC
INCREASED7,0346,445+589+9%$993.2K$1.5M+$473.2K2026-10-28
SevenBridge Financial Group, LLC
DECREASED7,0327,242-210-3%$1.5M$1.6M+$117.2K2026-10-26
Henshaw Capital LLC
UNCHANGED6,9546,95400%$1.1M$1.4M+$378.1K2026-11-03
DMC Group, LLC
INCREASED6,6356,014+621+10%$926.8K$1.4M+$456.4K2026-10-26
Gamma Investing LLC
INCREASED6,5945,009+1,585+32%$771.9K$1.4M+$602.8K2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED6,3055,799+506+9%$893.7K$1.3M+$420.8K2026-10-27
Abel Hall, LLC
INCREASED6,2974,340+1,957+45%$668.8K$1.3M+$643.9K2026-10-19
Sendero Wealth Management, LLC
DECREASED6,01110,241-4,230-41%$1.6M$1.3M-$325.1K2026-10-14
Lanark Financial, Inc.
DECREASED5,9706,018-48-1%$927.4K$1.2M+$317.2K2026-10-26
May Hill Capital, LLC
INCREASED5,8002,670+3,130+117%$411.5K$1.2M+$797.7K2026-11-03
Family Legacy Financial Solutions, LLC
UNCHANGED5,7625,76200%$933.6K$1.2M+$278.0K2026-10-07
Asset Dedication, LLC
DECREASED5,6105,716-106-2%$880.9K$1.2M+$288.7K2026-11-03
Chiron Capital Management, LLC
DECREASED5,6079,107-3,500-38%$1.4M$1.2M-$234.5K2026-10-15
Mitchell & Pahl Private Wealth, LLC
INCREASED5,5815,271+310+6%$812.3K$1.2M+$351.2K2026-10-14
Capstone Capital Management Ltd
DECREASED5,56314,778-9,215-62%$2.3M$1.2M-$1.1M2026-10-21
Confluence Investment Management LLC
INCREASED5,4915,422+69+1%$835.6K$1.1M+$309.2K2026-10-01
Altfest L J & Co Inc
NEW5,419—+5,419——$1.1M—2026-10-27
Kathmere Capital Management, LLC
INCREASED5,3734,589+784+17%$707.2K$1.1M+$413.0K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,2873,864+1,423+37%$595.4K$1.1M+$506.7K2026-10-27
Moneco Advisors, LLC
INCREASED5,2344,945+289+6%$762.0K$1.1M+$329.1K2026-11-05
Xponance LLC
INCREASED5,1924,631+561+12%$713.7K$1.1M+$368.7K2026-11-03
Northern Financial Advisors Inc
INCREASED5,1635,133+30+1%$791.0K$1.1M+$285.3K2026-10-29
Versant Capital Management, Inc
INCREASED4,9654,158+807+19%$640.8K$1.0M+$394.3K2026-10-02
Dynamic Advisor Solutions LLC
INCREASED4,9532,793+2,160+77%$430.4K$1.0M+$602.2K2026-10-13
PDS Planning, Inc
DECREASED4,7554,955-200-4%$763.6K$991.3K+$227.7K2026-11-03
Profund Advisors LLC
INCREASED4,7464,235+511+12%$652.7K$989.4K+$336.8K2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED4,7014,372+329+8%$673.8K$980.1K+$306.3K2026-11-02
Boston Trust Walden Corp
UNCHANGED4,6584,65800%$717.8K$971.1K+$253.3K2026-10-30
Trust Point Inc.
INCREASED4,5193,694+825+22%$569.3K$942.1K+$372.8K2026-10-27
Ridgewood Investments LLC
DECREASED4,4146,616-2,202-33%$1.0M$920.2K-$99.4K2026-10-05
Miller Global Investments, LLC
INCREASED4,2384,067+171+4%$626.8K$883.5K+$256.8K2026-10-02
Fifth Third Bancorp
INCREASED4,1523,904+248+6%$601.6K$865.6K+$264.0K2026-11-05
YHB Investment Advisors, Inc.
DECREASED4,1046,816-2,712-40%$1.1M$855.6K-$194.8K2026-10-08
Valeo Financial Advisors, LLC
INCREASED4,0053,173+832+26%$489.0K$835.0K+$345.9K2026-10-08
Ping Capital Management, Inc.
DECREASED4,0006,900-2,900-42%$1.1M$833.9K-$229.4K2026-10-13
Vann Equity Management LLC
DECREASED3,9914,048-57-1%$623.9K$832.1K+$208.2K2026-10-08
HUB Investment Partners, LLC
INCREASED3,9853,155+830+26%$486.2K$830.7K+$344.6K2026-11-03
Canandaigua National Bank & Trust Co
INCREASED3,9503,522+428+12%$542.8K$823.5K+$280.7K2026-10-07
Sowell Financial Services LLC
INCREASED3,9262,958+968+33%$455.9K$818.5K+$362.5K2026-10-23
Journey Advisory Group, LLC
DECREASED3,88325,079-21,196-85%$3.9M$809.5K-$3.1M2026-11-04
Acumen Wealth Advisors, LLC
DECREASED3,8743,902-28-1%$601.3K$807.7K+$206.3K2026-11-05
Sigma Planning Corp
DECREASED3,8145,765-1,951-34%$888.5K$795.1K-$93.4K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED3,7643,014+750+25%$464.5K$784.6K+$320.1K2026-10-22
Ascent Group, LLC
INCREASED3,7383,037+701+23%$468.0K$779.2K+$311.2K2026-10-30
Renasant Bank
NEW3,705—+3,705——$772.4K—2026-11-05
Diversified Trust Co
DECREASED3,6813,849-168-4%$593.2K$767.4K+$174.2K2026-11-06
Angeles Wealth Management, LLC
INCREASED3,6593,560+99+3%$548.6K$762.8K+$214.2K2026-10-26
Balentine LLC
DECREASED3,6466,121-2,475-40%$943.3K$760.1K-$183.2K2026-11-03
Allworth Financial LP
INCREASED3,5903,304+286+9%$509.2K$553.2K+$44.0K2026-11-06
Modera Wealth Management, LLC
INCREASED3,5793,385+194+6%$521.6K$746.1K+$224.5K2026-10-28
Tctc Holdings, LLC
UNCHANGED3,5613,56100%$548.8K$742.4K+$193.6K2026-11-02
Resonant Capital Advisors, LLC
DECREASED3,5123,889-377-10%$599.3K$732.2K+$132.8K2026-10-15
Brucke Financial, Inc.
INCREASED3,4763,228+248+8%$497.5K$724.7K+$227.2K2026-10-23
Sage Rhino Capital LLC
INCREASED3,4513,402+49+1%$524.3K$719.5K+$195.2K2026-10-28
Alps Advisors Inc
DECREASED3,4464,021-575-14%$619.7K$718.4K+$98.7K2026-11-03
LVW Advisors, LLC
INCREASED3,4263,378+48+1%$520.6K$714.3K+$193.8K2026-10-19
Anchyra Partners LLC
INCREASED3,4071,883+1,524+81%$290.2K$710.3K+$420.1K2026-10-13
Gryphon Financial Partners LLC
DECREASED3,3944,979-1,585-32%$767.4K$707.6K-$59.7K2026-11-04
Adkins Seale Capital Management LLC
INCREASED3,388581+2,807+483%$89.5K$706.3K+$616.8K2026-10-27
Howard Capital Management Group, LLC
UNCHANGED3,3753,37500%$520.1K$703.6K+$183.5K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED3,3732,568+805+31%$395.8K$703.3K+$307.5K2026-11-04
BKM Wealth Management, LLC
DECREASED3,2994,154-855-21%$640.2K$687.8K+$47.6K2026-10-22
Greenleaf Trust
DECREASED3,2043,331-127-4%$513.3K$668.0K+$154.6K2026-10-29
Marks Group Wealth Management, Inc
NEW3,146—+3,146——$655.9K—2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED3,1353,13500%$483.1K$483.1K$02026-10-13
Vontobel Holding Ltd.
DECREASED3,1323,217-85-3%$495.7K$653.2K+$157.6K2026-10-16
Mission Wealth Management, LP
DECREASED3,1294,800-1,671-35%$739.7K$652.4K-$87.3K2026-10-15
Clearstead Advisors, LLC
DECREASED3,0793,665-586-16%$564.8K$641.5K+$76.8K2026-11-06
Apollon Wealth Management, LLC
DECREASED3,0573,348-291-9%$516.0K$637.4K+$121.4K2026-10-23
ForthRight Wealth Management, LLC
UNCHANGED3,0393,03900%$468.3K$633.6K+$165.2K2026-11-06
RFG Advisory, LLC
DECREASED3,0103,072-62-2%$473.4K$627.4K+$154.0K2026-11-03
Aprio Wealth Management, LLC
INCREASED2,9992,193+806+37%$337.9K$625.2K+$287.2K2026-10-28
Investors Research Corp
DECREASED2,9953,030-35-1%$467.0K$624.4K+$157.4K2026-10-07
Meridian Wealth Management, LLC
DECREASED2,8503,372-522-15%$519.7K$594.2K+$74.5K2026-11-05
Portside Wealth Group, LLC
INCREASED2,8471,897+950+50%$292.3K$593.5K+$301.2K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED2,8461,784+1,062+60%$277.1K$593.3K+$316.2K2026-10-13
55 North Private Wealth, LLC
INCREASED2,7522,067+685+33%$318.5K$573.7K+$255.2K2026-10-20
Axxcess Wealth Management, LLC
NEW2,720—+2,720——$567.1K—2026-10-21
Greenspring Advisors, LLC
NEW2,682—+2,682——$559.3K—2026-11-05
Gibbs Wealth Management
INCREASED2,6691,521+1,148+75%$234.4K$556.4K+$322.0K2026-10-22
71 West Capital Partners
INCREASED2,6362,357+279+12%$363.2K$549.6K+$186.3K2026-11-04
Yousif Capital Management, LLC
DECREASED2,6352,856-221-8%$440.1K$549.3K+$109.2K2026-10-22
Tritonpoint Wealth, LLC
INCREASED2,6112,600+11+0%$400.7K$544.3K+$143.7K2026-10-19
Krilogy Financial LLC
DECREASED2,6004,102-1,502-37%$632.2K$566.4K-$65.7K2026-10-13
Fulton Bank, N.A.
DECREASED2,5962,779-183-7%$428.3K$541.2K+$112.9K2026-10-14
Foster Victor Wealth Advisors, LLC
INCREASED2,5932,564+29+1%$397.0K$586.0K+$189.0K2026-10-21
Personal CFO Solutions, LLC
INCREASED2,5262,275+251+11%$350.6K$526.5K+$175.9K2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED2,5222,533-110%$392.3K$525.7K+$133.4K2026-10-13
King Luther Capital Management Corp
INCREASED2,4852,414+71+3%$372.0K$518.1K+$146.1K2026-11-05
Brighton Jones LLC
INCREASED2,4532,262+191+8%$348.6K$511.3K+$162.7K2026-11-03
Blue Trust, Inc.
DECREASED2,4373,427-990-29%$528.2K$508.1K-$20.1K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED2,4332,196+237+11%$338.4K$507.3K+$168.9K2026-11-03
FSM Wealth Advisors, LLC
INCREASED2,4311,820+611+34%$280.4K$516.3K+$235.8K2026-10-27
HBK Sorce Advisory LLC
DECREASED2,4262,437-110%$480.9K$590.8K+$109.9K2026-11-06
Veratis Advisors, Inc.
UNCHANGED2,4182,41800%$372.6K$504.1K+$131.5K2026-11-03
Summit Wealth Group LLC / Co
NEW2,414—+2,414——$503.3K—2026-10-29
Pinnacle Associates LTD
DECREASED2,3175,087-2,770-54%$783.9K$483.0K-$300.9K2026-10-20
Pine Haven Investment Counsel, Inc
UNCHANGED2,2852,28500%$352.1K$476.4K+$124.2K2026-11-02
MGO One Seven LLC
INCREASED2,1591,571+588+37%$242.1K$450.1K+$208.0K2026-10-28
Certior Financial Group, LLC
INCREASED2,1562,153+3+0%$331.8K$449.5K+$117.7K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED2,1442,141+3+0%$330.0K$447.0K+$117.0K2026-10-30
LCM Capital Management Inc
INCREASED2,1122,094+18+1%$322.7K$440.3K+$117.6K2026-10-20
Nolet Wealth Management, LLC
INCREASED2,1051,670+435+26%$257.3K$438.9K+$181.7K2026-10-15
Norden Group LLC
NEW2,103—+2,103——$438.5K—2026-10-20
Traveka Wealth, LLC
INCREASED2,1001,623+477+29%$250.1K$437.8K+$187.7K2026-10-19
First Bank & Trust
INCREASED2,0981,587+511+32%$244.6K$437.4K+$192.8K2026-10-19
Wedmont Private Capital
INCREASED2,0521,632+420+26%$257.6K$435.8K+$178.2K2026-10-09
Mather Group, Llc.
INCREASED2,0401,997+43+2%$307.7K$425.2K+$117.5K2026-10-14
Beacon Financial Group
INCREASED1,9991,781+218+12%$274.5K$416.8K+$142.3K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED1,9841,765+219+12%$272.0K$413.6K+$141.6K2026-10-23
Nations Financial Group Inc,
DECREASED1,9792,018-39-2%$311.0K$412.6K+$101.6K2026-11-05
Institute for Wealth Management, Llc.
INCREASED1,95961+1,898+3111%$9.4K$408.5K+$399.0K2026-11-06
Cromwell Holdings LLC
UNCHANGED1,9231,92300%$296.4K$400.9K+$104.6K2026-10-28
Bond & Devick Financial Network, Inc.
INCREASED1,9001,750+150+9%$269.7K$396.1K+$126.4K2026-10-23
Crestwood Advisors Group, LLC
INCREASED1,8951,587+308+19%$244.5K$395.0K+$150.5K2026-10-27
Diversified Enterprises, LLC
INCREASED1,8531,723+130+8%$265.5K$386.3K+$120.8K2026-10-19
Apella Capital, LLC
INCREASED1,8251,661+164+10%$270.4K$383.5K+$113.1K2026-10-08
Roman Butler Fullerton & Co
DECREASED1,8242,229-405-18%$356.5K$412.4K+$55.9K2026-10-27
Old National Bancorp
DECREASED1,7781,805-27-1%$278.2K$370.7K+$92.5K2026-10-20
MMA Asset Management LLC
INCREASED1,7461,711+35+2%$263.7K$364.0K+$100.3K2026-11-02
Joel Isaacson & Co., LLC
INCREASED1,7351,733+2+0%$267.1K$361.7K+$94.6K2026-11-05
Five Oceans Advisors
UNCHANGED1,7261,72600%$266.0K$359.8K+$93.8K2026-10-22
Ejmk Ventures LLC
DECREASED1,7191,925-206-11%$296.7K$358.4K+$61.7K2026-10-21
Focus Financial Network, Inc.
INCREASED1,6941,515+179+12%$233.5K$353.2K+$119.7K2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED1,6921,519+173+11%$234.1K$352.7K+$118.7K2026-10-21
Canopy Partners, LLC
INCREASED1,6831,628+55+3%$250.9K$350.9K+$100.0K2026-10-28
Partners Wealth Management, LLC
NEW1,677—+1,677——$349.6K—2026-10-28
Gateway Investment Advisers LLC
DECREASED1,6703,145-1,475-47%$484.7K$348.2K-$136.5K2026-10-13
Abacus Wealth Partners, LLC
INCREASED1,6421,487+155+10%$229.2K$342.3K+$113.2K2026-11-03
Rosenberg Matthew Hamilton
INCREASED1,6421,611+31+2%$248.3K$342.3K+$94.1K2026-10-05
Natural Investments, LLC
INCREASED1,6271,436+191+13%$221.0K$339.2K+$118.2K2026-11-06
AMG National Trust Bank
NEW1,620—+1,620——$337.7K—2026-11-05
D.A. Davidson & Co.
DECREASED1,6191,645-26-2%$253.6K$337.7K+$84.1K2026-10-28
Foster Group, Inc.
DECREASED1,5962,073-477-23%$319.5K$332.7K+$13.3K2026-10-13
SBI Securities Co., Ltd.
INCREASED1,5821,242+340+27%$191.4K$329.8K+$138.4K2026-10-22
Park National Corp
DECREASED1,5821,677-95-6%$258.4K$329.8K+$71.4K2026-10-05
Regions Financial Corp
DECREASED1,5771,680-103-6%$258.9K$328.8K+$69.9K2026-11-05
Indivisible Partners
NEW1,564—+1,564——$326.1K—2026-10-26
Gallacher Capital Management LLC
DECREASED1,5482,483-935-38%$382.7K$322.8K-$59.9K2026-10-30
High Note Wealth, LLC
DECREASED1,5391,687-148-9%$260.0K$320.9K+$60.9K2026-10-27
AA Financial Advisors, LLC
NEW1,527—+1,527——$318.3K—2026-10-19
Thrivent Financial for Lutherans
NEW1,509—+1,509——$316—2026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED1,4991,656-157-9%$255.2K$312.5K+$57.3K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED1,492149+1,343+901%$23.0K$311.1K+$288.1K2026-10-30
Sentinel Trust Co LBA
DECREASED1,4883,367-1,879-56%$519$310-$2092026-11-03
IFP Advisors, Inc
INCREASED1,4781,239+239+19%$190.9K$308.1K+$117.2K2026-10-16
Soltis Investment Advisors LLC
NEW1,473—+1,473——$307.1K—2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED1,4491,469-20-1%$226.4K$302.1K+$75.7K2026-11-02
Koshinski Asset Management, Inc.
NEW1,409—+1,409——$293.7K—2026-10-29
Cowa, LLC
DECREASED1,4071,726-319-18%$266.0K$293.3K+$27.3K2026-10-30
StoneX Group Inc.
NEW1,398—+1,398——$286.1K—2026-11-03
Hardy Reed LLC
NEW1,397—+1,397——$291.2K—2026-11-06
Independence Bank of Kentucky
UNCHANGED1,3501,35000%$208.0K$281.4K+$73.4K2026-10-26
XXI Wealth, LLC
NEW1,340—+1,340——$279.4K—2026-10-22
Avestar Capital, LLC
DECREASED1,3382,498-1,160-46%$385.0K$278.9K-$106.0K2026-10-28
True North Advisors, LLC
INCREASED1,3371,298+39+3%$200.0K$278.8K+$78.8K2026-10-22
Baker Tilly Wealth Management, LLC
NEW1,317—+1,317——$274.6K—2026-10-05
Linscomb Wealth, Inc.
UNCHANGED1,3111,31100%$202.0K$273.3K+$71.3K2026-11-05
Enterprise Financial Services Corp
DECREASED1,3071,379-72-5%$212.5K$272.5K+$60.0K2026-11-03
Facet Wealth, Inc.
DECREASED1,3051,467-162-11%$226.1K$272.1K+$46.0K2026-11-04
Marino, Stram & Associates LLC
NEW1,301—+1,301——$271.2K—2026-10-22
Pembroke Management, LTD
NEW1,300—+1,300——$271.0K—2026-10-21
J.W. Cole Advisors, Inc.
DECREASED1,3003,096-1,796-58%$477.1K$271.1K-$206.0K2026-11-05
Midwest Trust Co
NEW1,296—+1,296——$270.2K—2026-10-22
Capital Square, LLC
INCREASED1,2931,273+20+2%$201.0K$269.6K+$68.6K2026-10-19
China Universal Asset Management Co., Ltd.
NEW1,292—+1,292——$272.4K—2026-10-28
Baron Wealth Management LLC
NEW1,283—+1,283——$267.5K—2026-10-27
Malaga Cove Capital, LLC
DECREASED1,2831,600-317-20%$246.6K$267.5K+$20.9K2026-10-23
Braun-Bostich & Associates Inc.
NEW1,272—+1,272——$265.2K—2026-10-20
Certuity, LLC
DECREASED1,2721,372-100-7%$211.4K$265.2K+$53.8K2026-11-02
Clear Harbor Asset Management, LLC
NEW1,263—+1,263——$263.3K—2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED1,2541,603-349-22%$247.0K$261.4K+$14.4K2026-11-05
Seven Mile Advisory
DECREASED1,2431,372-129-9%$211.4K$259.1K+$47.7K2026-10-22
Davenport & Co LLC
NEW1,239—+1,239——$258.4K—2026-10-14
First Merchants Corp
DECREASED1,23813,519-12,281-91%$2.1M$258.1K-$1.8M2026-10-15
Riversedge Advisors, LLC
NEW1,227—+1,227——$255.8K—2026-10-09
Grey Ledge Advisors, LLC
NEW1,226—+1,226——$255.7K—2026-11-02
TritonPoint Partners, LLC
DECREASED1,2233,388-2,165-64%$522.1K$255.0K-$267.2K2026-11-05
Hoxton Planning & Management, LLC
NEW1,220—+1,220——$254.3K—2026-10-15
Wealthcare Advisory Partners LLC
NEW1,214—+1,214——$253.1K—2026-10-21
Oppenheimer & Co Inc
NEW1,210—+1,210——$252.3K—2026-10-26
JGP Wealth Management, LLC
NEW1,204—+1,204——$251.0K—2026-10-13
NewSquare Capital LLC
NEW1,191—+1,191——$248.3K—2026-11-06
Integrated Advisors Network LLC
NEW1,189—+1,189——$247.9K—2026-10-20
Intergy Private Wealth, LLC
NEW1,177—+1,177——$245.4K—2026-10-16
Birch Financial Group, LLC
NEW1,172—+1,172——$244.3K—2026-10-27
Advisor OS, LLC
NEW1,139—+1,139——$237.5K—2026-11-03
International Assets Investment Management, LLC
NEW1,136—+1,136——$239.5K—2026-11-02
Calamos Advisors LLC
NEW1,136—+1,136——$236.8K—2026-11-02
Fifth Third Wealth Advisors LLC
NEW1,135—+1,135——$236.7K—2026-10-22
Avidian Wealth Enterprises, LLC
NEW1,127—+1,127——$235.0K—2026-10-08
Beaumont Financial Advisors, LLC
NEW1,114—+1,114——$232.2K—2026-10-22
Catalyst Financial Partners LLC
NEW1,095—+1,095——$228.3K—2026-11-06
Argos Wealth Advisors, LLC
NEW1,085—+1,085——$226.2K—2026-11-02
Moors & Cabot, Inc.
DECREASED1,0851,635-550-34%$252.0K$226.2K-$25.8K2026-11-06
Klingman & Associates, LLC
NEW1,081—+1,081——$225.4K—2026-10-20
Capital Investment Advisory Services, LLC
NEW1,071—+1,071——$223.3K—2026-10-30
Center For Asset Management LLC
NEW1,065—+1,065——$222.0K—2026-10-16
Legacy Capital Wealth Partners, LLC
NEW1,061—+1,061——$221.2K—2026-10-21
Brookstone Capital Management
NEW1,050—+1,050——$218.8K—2026-10-22
180 Wealth Advisors, LLC
NEW1,042—+1,042——$217.2K—2026-11-03
American Institute for Advanced Investment Management, LLP
NEW1,030—+1,030——$214.7K—2026-11-03
Simplicity Wealth,LLC
NEW1,029—+1,029——$214.5K—2026-10-23
Stackstone Wealth, LLC
NEW1,027—+1,027——$214.1K—2026-10-19
Exchange Traded Concepts, LLC
NEW1,022—+1,022——$213.1K—2026-10-28
Sunpointe, LLC
DECREASED1,0211,355-334-25%$208.8K$212.9K+$4.0K2026-10-22
VestGen Advisors, LLC
NEW1,020—+1,020——$212.7K—2026-10-27
Pacific Capital Wealth Advisors, Inc.
NEW1,014—+1,014——$211.4K—2026-10-22
M Holdings Securities, Inc.
NEW1,009—+1,009——$235—2026-11-03
D'Orazio & Associates, Inc.
NEW996—+996——$207.6K—2026-11-04
Piedmont Capital Management, LLC
NEW991—+991——$206.6K—2026-10-21
Moody National Bank Trust Division
NEW989—+989——$206.2K—2026-10-06
RBA Wealth Management, LLC
NEW975—+975——$203.3K—2026-10-28
Veery Capital, LLC
NEW972—+972——$202.6K—2026-10-07
Turtle Creek Wealth Advisors, LLC
NEW966—+966——$201.4K—2026-10-15
Private Trust Co NA
DECREASED877968-91-9%$149.2K$182.8K+$33.7K2026-10-20
Owl Creek Wealth Partners LLC
INCREASED836498+338+68%$76.7K$174.3K+$97.5K2026-10-20
Spire Wealth Management
DECREASED823938-115-12%$144.5K$171.5K+$27.0K2026-10-30
First Command Advisory Services, Inc.
INCREASED79868+730+1074%$10.5K$166.4K+$155.9K2026-11-05
UMB Bank, n.a.
DECREASED7751,285-510-40%$198.0K$161.6K-$36.5K2026-11-06
Beutel, Goodman & Co Ltd.
UNCHANGED75075000%$115.0K$156-$114.8K2026-11-04
180 GPS Investments IC Ltd
NEW728—+728——$151.8K—2026-11-06
Eastern Bank
DECREASED724765-41-5%$117.9K$150.9K+$33.0K2026-10-05
Salomon & Ludwin, LLC
INCREASED715339+376+111%$54.0K$149.1K+$95.1K2026-10-29
Ascentis Wealth Management, LLC
INCREASED715667+48+7%$102.8K$149.1K+$46.3K2026-11-03
TD Private Client Wealth LLC
INCREASED706558+148+27%$86.0K$147.2K+$61.2K2026-10-28
Leonteq Securities AG
DECREASED6704,236-3,566-84%$652.8K$139.7K-$513.1K2026-10-29
American Capital Advisory, LLC
DECREASED656665-9-1%$102.5K$136.8K+$34.3K2026-10-28
Larson Financial Group LLC
INCREASED651473+178+38%$72.9K$135.7K+$62.8K2026-11-05
Grove Bank & Trust
DECREASED605626-21-3%$96.5K$126.1K+$29.7K2026-10-08
Central Trust Co
DECREASED600647-47-7%$99.7K$125.1K+$25.4K2026-11-05
Root Financial Partners, LLC
NEW586—+586——$122.2K—2026-10-21
James T. Borello RIA
INCREASED554381+173+45%$58.7K$115.5K+$56.8K2026-10-16
Parkside Financial Bank & Trust
INCREASED515364+151+41%$56.1K$107.4K+$51.3K2026-10-27
Westside Investment Management, Inc.
UNCHANGED50250200%$77.4K$104.7K+$27.3K2026-11-02
First Horizon Corp
DECREASED482531-49-9%$81.8K$100.5K+$18.7K2026-10-26
Alta Capital Management LLC/
NEW478—+478——$99.7K—2026-10-26
North Star Investment Management Corp.
UNCHANGED46546500%$71.7K$96.9K+$25.3K2026-10-27
Pension & Wealth Management Advisors, Inc.
DECREASED453743-290-39%$114.5K$94.4K-$20.1K2026-10-16
Fortitude Family Office, LLC
UNCHANGED45245200%$69.7K$94.2K+$24.6K2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED41541500%$64.0K$87-$63.9K2026-11-04
Elyxium Wealth, LLC
NEW408—+408——$85.1K—2026-10-27
Cape Investment Advisory, Inc.
DECREASED408412-4-1%$63.5K$85.1K+$21.6K2026-10-13
Cullen T Bankers, Inc.
INCREASED402352+50+14%$54.2K$83.8K+$29.6K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED37037000%$57.0K$77.1K+$20.1K2026-10-23
Syntax Research, Inc.
UNCHANGED35635600%$54.9K$74.2K+$19.4K2026-11-04
Proathlete Wealth Management LLC
NEW349—+349——$72.8K—2026-10-15
Harbor Investment Advisory, LLC
INCREASED31927+292+1081%$4.2K$66.5K+$62.3K2026-10-13
Compass Wealth Management LLC
NEW300—+300——$62.5K—2026-10-22
Addison Advisors LLC
INCREASED279233+46+20%$35.9K$58.2K+$22.3K2026-11-06
Markowski Investments
INCREASED279267+12+4%$41.2K$58.2K+$17.0K2026-10-30
Wilkerson Advisory Group LLC
NEW276—+276——$57.5K—2026-10-20
Clearstead Trust, LLC
UNCHANGED26826800%$41.3K$55.9K+$14.6K2026-11-06
Legacies Wealth LLC
NEW267—+267——$55.7K—2026-11-02
Rakuten Securities, Inc.
INCREASED262190+72+38%$29.3K$54.6K+$25.3K2026-11-02
Jacobi Capital Management LLC
NEW258—+258——$53.7K—2026-11-05
FNY Investment Advisers, LLC
NEW250—+250——$52—2026-10-16
Putney Financial Group LLC
NEW240—+240——$50.0K—2026-10-30
Physician Wealth Advisors, Inc.
INCREASED236171+65+38%$26.4K$49.2K+$22.8K2026-10-20
Rossby Financial, LCC
INCREASED230156+74+47%$24.0K$48.0K+$23.9K2026-11-05
Key FInancial Inc
UNCHANGED22722700%$35.0K$47.3K+$12.3K2026-11-02
Nisa Investment Advisors, LLC
INCREASED223187+36+19%$28.8K$46.5K+$17.7K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED209130+79+61%$20.0K$43.6K+$23.5K2026-11-05
Bare Financial Services, Inc
INCREASED201171+30+18%$26.4K$41.9K+$15.6K2026-11-04
Activest Wealth Management
UNCHANGED20020000%$30.8K$41.7K+$10.9K2026-10-15
West Financial Advisors, LLC
NEW196—+196——$40.9K—2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED196241-45-19%$37.1K$40.9K+$3.7K2026-10-15
WPG Advisers, LLC
INCREASED180173+7+4%$26.7K$37.5K+$10.9K2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED18018000%$27.7K$37.5K+$9.8K2026-10-30
Ares Financial Consulting, LLC
UNCHANGED17717700%$27.3K$36.9K+$9.6K2026-10-19
CoreCap Advisors, LLC
DECREASED173198-25-13%$30.5K$36.1K+$5.6K2026-10-08
Ascentis Independent Advisors
NEW166—+166——$34.6K—2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED16616600%$25.6K$34.6K+$9.0K2026-11-03
Winch Advisory Services, LLC
UNCHANGED16516500%$25.4K$34.3K+$9.0K2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED161129+32+25%$19.9K$33.6K+$13.7K2026-11-03
Signature Equity Partners, LLC
INCREASED15890+68+76%$13.9K$32.9K+$19.1K2026-10-29
Financial Consulate, Inc
INCREASED157120+37+31%$18.5K$32.7K+$14.2K2026-10-23
Maseco LLP
UNCHANGED15415400%$23.7K$32.1K+$8.4K2026-10-27
American National Bank & Trust
UNCHANGED15215200%$23.4K$31.7K+$8.3K2026-10-07
Elevation Wealth Partners, LLC
UNCHANGED15015000%$23.1K$31.3K+$8.2K2026-10-07
Rothwell Investment Advisors, LLC
NEW149—+149——$31.1K—2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED1472+145+7250%$308$30.6K+$30.3K2026-10-29
V-Square Quantitative Management LLC
NEW145—+145——$30.2K—2026-10-15
GoalVest Advisory LLC
UNCHANGED14314300%$22.0K$29.8K+$7.8K2026-10-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED14314300%$22.0K$29.8K+$7.8K2026-10-28
Kozak & Associates, Inc.
UNCHANGED14014000%$22.3K$33.2K+$10.9K2026-10-29
Bayban
UNCHANGED13613600%$21.0K$21.0K$02026-11-05
Zions Bancorporation, National Association
INCREASED132107+25+23%$16.5K$27.5K+$11.0K2026-11-06
Highline Wealth Partners LLC
INCREASED13160+71+118%$9.3K$27.4K+$18.1K2026-10-19
Hager Investment Management Services, LLC
DECREASED130152-22-14%$23.4K$27.1K+$3.7K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED12612600%$19.4K$26.3K+$6.9K2026-10-21
Financial Perspectives, Inc
UNCHANGED12512500%$19.3K$26.1K+$6.8K2026-11-03
Princeton Global Asset Management LLC
UNCHANGED12512500%$19.3K$26.1K+$6.8K2026-10-21
SJS Investment Consulting Inc.
UNCHANGED12512500%$19.3K$26.1K+$6.8K2026-10-26
Community Bank, N.A.
UNCHANGED12112100%$18.6K$25.2K+$6.6K2026-11-06
Montag A & Associates Inc
UNCHANGED12012000%$18.5K$25.0K+$6.5K2026-10-29
Ninety One UK Ltd
INCREASED119111+8+7%$17.1K$24.8K+$7.7K2026-10-15
Adirondack Trust Co
UNCHANGED11711700%$18.0K$24.4K+$6.4K2026-10-14
KFG LLC
NEW115—+115——$24.0K—2026-11-02
Natixis
DECREASED1147,233-7,119-98%$1.1M$24.0K-$1.1M2026-11-06
Aventus Investment Advisors, Inc.
UNCHANGED11011000%$17.0K$22.9K+$6.0K2026-10-09
Creative Financial Designs Inc
UNCHANGED10910900%$16.8K$22.7K+$5.9K2026-11-04
True Wealth Design, LLC
DECREASED98190-92-48%$29.3K$20.4K-$8.8K2026-10-13
Triumph Capital Management
DECREASED97107-10-9%$16.5K$20.2K+$3.7K2026-10-14
Financial Management Professionals, Inc.
INCREASED9377+16+21%$11.9K$19.4K+$7.5K2026-10-23
Retirement Wealth Solutions LLC
INCREASED9058+32+55%$8.9K$18.8K+$9.8K2026-10-07
TFC Financial Management, Inc.
UNCHANGED878700%$13.4K$18.1K+$4.7K2026-10-26
Albion Financial Group
INCREASED8681+5+6%$12.5K$17.9K+$5.4K2026-10-21
City Holding Co
INCREASED8160+21+35%$9.2K$16.9K+$7.6K2026-10-19
Arlington Trust Co LLC
UNCHANGED666600%$10.2K$13.8K+$3.6K2026-10-20
Hilltop National Bank
UNCHANGED646400%$9.9K$13.3K+$3.5K2026-10-14
Planning Strategies Inc.
INCREASED6116+45+281%$2.5K$12.7K+$10.3K2026-10-02
Strengthening Families & Communities, LLC
DECREASED6162-1-2%$9.6K$12.8K+$3.2K2026-10-21
UMB Private Wealth Management, LLC
NEW60—+60——$12.5K—2026-10-19
United Financial Planning Group LLC
UNCHANGED606000%$9.2K$12.5K+$3.3K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED578+49+613%$1.2K$11.9K+$10.7K2026-10-27
Jnba Financial Advisors
INCREASED5739+18+46%$6.0K$11.9K+$5.9K2026-11-03
Trifecta Capital Advisors, LLC
DECREASED5357-4-7%$8.8K$11.1K+$2.3K2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED484800%$7.4K$10.0K+$2.6K2026-10-23
Archer Investment Corp
UNCHANGED464600%$7.1K$9.6K+$2.5K2026-11-05
Nemes Rush Group LLC
UNCHANGED454500%$6.9K$9.4K+$2.4K2026-11-04
Bayforest Capital Ltd
NEW41—+41——$8.5K—2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW40—+40——$8.3K—2026-10-15
GHP Investment Advisors, Inc.
INCREASED369+27+300%$1.4K$7.5K+$6.1K2026-10-15
Birchwood Financial Partners, Inc.
DECREASED3637-1-3%$5.7K$7.5K+$1.8K2026-11-02
Financial Network Wealth Advisors LLC
DECREASED3446-12-26%$7.1K$7.1K-$12026-10-28
MV Capital Management, Inc.
INCREASED3312+21+175%$1.9K$6.9K+$5.0K2026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED323200%$4.9K$6.7K+$1.7K2026-11-04
Pittenger & Anderson Inc
NEW28—+28——$5.8K—2026-11-02
Bullock Wealth Management Group
UNCHANGED282800%$4.5K$5.9K+$1.4K2026-10-09
Eukles Asset Management
UNCHANGED282800%$4.3K$5.8K+$1.5K2026-11-04
Gables Capital Management Inc.
UNCHANGED262600%$4.0K$5.4K+$1.4K2026-11-04
GK Wealth Management LLC
NEW25—+25——$5.2K—2026-10-09
Balance Wealth Partners LLC
NEW24—+24——$5.0K—2026-10-27
Y.D. More Investments Ltd
NEW20—+20——$4.2K—2026-11-02
Coston, McIsaac & Partners
UNCHANGED202000%$3$4.2K+$4.2K2026-11-06
Manchester Capital Management LLC
DECREASED1924-5-21%$3.7K$4.0K+$2632026-10-22
Lodestone Wealth Management LLC
UNCHANGED181800%$2.8K$3.8K+$9792026-10-14
CX Institutional
DECREASED1736-19-53%$6$4-$22026-10-02
Country Trust Bank
UNCHANGED171700%$2.6K$3.5K+$9242026-10-30
Bell Investment Advisors, Inc
DECREASED1642-26-62%$6.5K$3.3K-$3.1K2026-10-29
Breakwater Investment Management
INCREASED168+8+100%$1.2K$3.3K+$2.1K2026-10-20
Gilpin Wealth Management, LLC
NEW14—+14——$2.9K—2026-10-09
Decker Retirement Planning Inc.
UNCHANGED141400%$2.2K$2.9K+$7612026-10-19
Monetary Solutions, Ltd
INCREASED139+4+44%$1.4K$2.7K+$1.3K2026-10-22
Nfsg Corp
UNCHANGED131300%$2.0K$2.7K+$7152026-10-15
Navigoe, LLC
UNCHANGED131300%$2.0K$2-$2.0K2026-11-04
Entrust Financial LLC
NEW12—+12——$2.5K—2026-11-04
Burk Holdings LLC
UNCHANGED121200%$1.8K$2.5K+$6532026-11-05
Elevated Capital Advisors, LLC
UNCHANGED121200%$1.8K$2.5K+$6532026-11-04
Valued Wealth Advisors LLC
UNCHANGED121200%$1.9K$2.5K+$6522026-11-05
Bernzott Capital Advisors
NEW11—+11——$2.3K—2026-10-29
Godsey & Gibb, Inc
NEW10—+10——$2.1K—2026-10-14
Wolff Wiese Magana LLC
UNCHANGED101000%$1.5K$2.1K+$5432026-10-15
Trust Co of Vermont
NEW9—+9——$1.9K—2026-10-21
Advocate Investing Services LLC
UNCHANGED9900%$1.4K$1.9K+$4892026-10-26
Pacifica Partners Inc.
UNCHANGED8800%$1.3K$1.7K+$3862026-10-09
Transce3nd, LLC
NEW6—+6——$1.4K—2026-10-26
Carolina Wealth Advisors, LLC
NEW6—+6——$1.3K—2026-10-23
Nvest Wealth Strategies, Inc.
NEW6—+6——$1.3K—2026-10-14
Richardson Financial Services Inc.
INCREASED64+2+50%$616$1.3K+$6352026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED6600%$925$1.3K+$3262026-10-30
Abound Wealth Management
DECREASED56-1-17%$925$1.0K+$1182026-10-26
Center for Financial Planning, Inc.
DECREASED439-35-90%$6.0K$833-$5.2K2026-10-26
Brown, Lisle Ings, Inc.
DECREASED46-2-33%$925$834-$912026-10-16
Meriwether Wealth & Planning, LLC
NEW3—+3——$625—2026-10-13
Mosley Wealth Management
UNCHANGED3300%$462$675+$2132026-10-16
StrongBox Wealth, LLC
NEW2—+2——$417—2026-11-02
Compass Financial Management LLC
UNCHANGED1100%$154$208+$542026-10-30
Jefferies Financial Group Inc.
CLOSED020,416-20,416-100%$3.1M$0-$3.1M2026-11-05
Paradigm Asset Management Co LLC
CLOSED019,400-19,400-100%$3.0M$0-$3.0M2026-11-05
R Squared Ltd
CLOSED03,256-3,256-100%$501.8K$0-$501.8K2026-11-06
J. Safra Sarasin Holding AG
CLOSED02,354-2,354-100%$362.9K$0-$362.9K2026-10-26
Wedbush Securities Inc
CLOSED01,987-1,987-100%$306.0K$0-$306.0K2026-10-22
Sepio Capital, LP
CLOSED01,881-1,881-100%$289.9K$0-$289.9K2026-10-22
KBC Group NV
CLOSED01,831-1,831-100%$282.0K$0-$282.0K2026-10-22
Trek Financial, LLC
CLOSED01,816-1,816-100%$279.9K$0-$279.9K2026-10-29
South Shore Capital Advisors
CLOSED01,582-1,582-100%$243.9K$0-$243.9K2026-10-20
Arlington Partners LLC
CLOSED01,443-1,443-100%$222.4K$0-$222.4K2026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED01,014-1,014-100%$156.3K$0-$156.3K2026-10-07
AdvisorNet Financial, Inc
CLOSED0910-910-100%$140.2K$0-$140.2K2026-10-15
State of Wyoming
CLOSED0696-696-100%$107.3K$0-$107.3K2026-10-28
Alpine Bank Wealth Management
CLOSED0232-232-100%$35.8K$0-$35.8K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0208-208-100%$32.1K$0-$32.1K2026-10-14
Investment Research & Advisory Group, Inc.
CLOSED0171-171-100%$26.4K$0-$26.4K2026-10-19
Community Financial Services Group, LLC
CLOSED0153-153-100%$24.4K$0-$24.4K2026-10-15
Robinswood Financial LLC
CLOSED0116-116-100%$17.9K$0-$17.9K2026-10-20
Cornerstone Planning Group LLC
CLOSED0104-104-100%$15.5K$0-$15.5K2026-10-16
Reap Financial Group, LLC
CLOSED0100-100-100%$15.4K$0-$15.4K2026-11-02
Ulland Investment Advisors, LLC
CLOSED0100-100-100%$15$0-$152026-10-13
Essential Partners LLC
CLOSED0100-100-100%$15.4K$0-$15.4K2026-10-14
Whipplewood Advisors, LLC
CLOSED066-66-100%$10.2K$0-$10.2K2026-10-20
Founders Capital Management
CLOSED056-56-100%$8.6K$0-$8.6K2026-10-13
MCF Advisors LLC
CLOSED050-50-100%$7.7K$0-$7.7K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED042-42-100%$6.5K$0-$6.5K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED041-41-100%$6.3K$0-$6.3K2026-10-26
LifeSteps Financial, Inc.
CLOSED027-27-100%$4.2K$0-$4.2K2026-10-15
Caldwell Trust Co
CLOSED020-20-100%$3.1K$0-$3.1K2026-10-30
Halbert Hargrove Global Advisors, LLC
CLOSED013-13-100%$2.1K$0-$2.1K2026-10-16
Stone House Investment Management, LLC
CLOSED013-13-100%$2.0K$0-$2.0K2026-10-23
Southern Michigan Bank & Trust
CLOSED011-11-100%$1.7K$0-$1.7K2026-10-19
Noble Wealth Management PBC
CLOSED010-10-100%$1.5K$0-$1.5K2026-10-01
CKW Financial Group
CLOSED09-9-100%$1$0-$12026-10-29
Horizon Financial Services, LLC
DECREASED041-41-100%$6.3K$0-$6.3K2026-11-04
Kingdom Financial Group Llc.
UNCHANGED000—$10$14+$42026-11-04
Eagle Capital Management LLC
N/A—8,640,615-8,640,615-100%$1.3B———
Goldman Sachs Group Inc
N/A—6,023,085-6,023,085-100%$928.2M———
Capital International Investors
N/A—5,681,413-5,681,413-100%$876.6M———
Morgan Stanley
N/A—5,476,111-5,476,111-100%$843.9M———
Windacre Partnership LLC
N/A—4,399,300-4,399,300-100%$678.0M———
Hotchkis & Wiley Capital Management LLC
N/A—2,508,905-2,508,905-100%$386.6M———
Bank of America Corp
N/A—2,391,150-2,391,150-100%$368.5M———
FMR LLC
N/A—1,991,923-1,991,923-100%$307.0M———
D. E. Shaw & Co., Inc.
N/A—1,450,152-1,450,152-100%$223.5M———
BlackRock, Inc.
N/A—1,249,520-1,249,520-100%$192.6M———
Ruane, Cunniff & Goldfarb L.P.
N/A—1,236,546-1,236,546-100%$190.6M———
Tidal Investments LLC
N/A—1,214,315-1,214,315-100%$187.1M———
Northern Trust Corp
N/A—1,146,783-1,146,783-100%$176.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—917,375-917,375-100%$141.4M———
Arrowstreet Capital, Limited Partnership
N/A—823,529-823,529-100%$126.9M———
Wells Fargo & Company
N/A—791,300-791,300-100%$121.9M———
Royal Bank of Canada
N/A—784,221-784,221-100%$120.9M———
Brown Advisory Inc
N/A—715,364-715,364-100%$110.2M———
UBS Group AG
N/A—680,559-680,559-100%$104.9M———
Holocene Advisors, LP
N/A—638,000-638,000-100%$98.3M———
Causeway Capital Management LLC
N/A—629,801-629,801-100%$97.1M———
Brandes Investment Partners, LP
N/A—614,006-614,006-100%$94.6M———
Envestnet Asset Management Inc
N/A—592,149-592,149-100%$91.3M———
First Pacific Advisors, LP
N/A—555,426-555,426-100%$85.6M———
First Trust Advisors LP
N/A—538,309-538,309-100%$83.0M———
Ameriprise Financial Inc
N/A—441,524-441,524-100%$67.8M———
CIBC Bancorp USA Inc.
N/A—399,809-399,809-100%$61.6M———
Crawford Investment Counsel Inc
N/A—387,737-387,737-100%$59.8M———
JPMorgan Chase & Co
N/A—324,086-324,086-100%$50.2M———
Aviso Financial Inc.
N/A—289,401-289,401-100%$44.6M———
Natixis Advisors, LLC
N/A—287,919-287,919-100%$44.4M———
Harding Loevner LP
N/A—281,110-281,110-100%$43.6M———
TD Asset Management Inc
N/A—243,499-243,499-100%$37.5M———
Raymond James Financial Inc
N/A—235,293-235,293-100%$36.3M———
Massachusetts Financial Services Co
N/A—227,588-227,588-100%$43.8M———
SEI Investments Co
N/A—215,546-215,546-100%$33.2M———
BNP Paribas Financial Markets
N/A—208,031-208,031-100%$32.1M———
Quantinno Capital Management LP
N/A—207,511-207,511-100%$32.0M———
Night Owl Capital Management, LLC
N/A—188,848-188,848-100%$29.1M———
Marsico Capital Management LLC
N/A—186,261-186,261-100%$28.7M———
Charles Schwab Investment Management Inc
N/A—182,764-182,764-100%$28.2M———
Vident Advisory, LLC
N/A—182,310-182,310-100%$28.1M———
Susquehanna International Group, LLP
N/A—178,749-178,749-100%$27.5M———
1832 Asset Management L.P.
N/A—177,629-177,629-100%$27.4M———
Jones Financial Companies Lllp
N/A—177,112-177,112-100%$27.5M———
Neuberger Berman Group LLC
N/A—176,863-176,863-100%$27.3M———
Becker Capital Management Inc
N/A—174,594-174,594-100%$26.9M———
American Century Companies Inc
N/A—164,217-164,217-100%$25.3M———
Stifel Financial Corp
N/A—159,163-159,163-100%$24.5M———
Quadrature Capital Ltd
N/A—153,061-153,061-100%$23.6M———
Promethos Capital, LLC
N/A—144,421-144,421-100%$22.3M———
Ironvine Capital Partners, LLC
N/A—144,159-144,159-100%$22.2M———
Cerity Partners LLC
N/A—130,973-130,973-100%$20.2M———
Fayez Sarofim & Co
N/A—128,397-128,397-100%$19.8M———
Bank of Montreal
N/A—127,957-127,957-100%$19.7M———
Capital International, Inc.
N/A—126,181-126,181-100%$19.4M———
Pathstone Holdings, LLC
N/A—125,522-125,522-100%$19.3M———
Thornburg Investment Management Inc
N/A—119,017-119,017-100%$18.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—117,647-117,647-100%$18.1M———
Captrust Financial Advisors
N/A—115,068-115,068-100%$17.7M———
Ramirez Asset Management, Inc.
N/A—101,630-101,630-100%$15.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—100,549-100,549-100%$15.5M———
UBS Asset Management Americas LLC
N/A—97,555-97,555-100%$15.0M———
O'shaughnessy Asset Management, LLC
N/A—93,836-93,836-100%$14.5M———
Citadel Advisors LLC
N/A—91,981-91,981-100%$14.2M———
TB Capital Gestao de Recursos Ltda.
N/A—91,841-91,841-100%$14.2M———
AQR Capital Management LLC
N/A—90,633-90,633-100%$14.0M———
Primecap Management Co
N/A—82,500-82,500-100%$12.7M———
Two Sigma Investments, LP
N/A—81,258-81,258-100%$12.5M———
Dash Acquisitions Inc.
N/A—79,218-79,218-100%$16.2M———
Scotia Capital Inc.
N/A—75,429-75,429-100%$11.6M———
Bulltick Wealth Management, LLC
N/A—74,064-74,064-100%$11.4M———
Nuveen, LLC
N/A—72,689-72,689-100%$11.2M———
Meridiem Capital Partners LP
N/A—72,235-72,235-100%$11.1M———
QRG Capital Management, Inc.
N/A—68,368-68,368-100%$10.5M———
Cetera Investment Advisers
N/A—67,923-67,923-100%$10.5M———
Glenmede Trust Co NA
N/A—64,388-64,388-100%$9.9M———
Janney Montgomery Scott LLC
N/A—64,155-64,155-100%$9.9M———
Invesco Ltd.
N/A—62,376-62,376-100%$9.6M———
Jain Global LLC
N/A—61,457-61,457-100%$9.5M———
Davis Selected Advisers
N/A—60,529-60,529-100%$9.3M———
Vestmark Advisory Solutions, Inc.
N/A—56,068-56,068-100%$8.6M———
RBF Capital, LLC
N/A—54,677-54,677-100%$8.4M———
Callan Family Office, LLC
N/A—52,161-52,161-100%$8.0M———
Vanguard Personalized Indexing Management, LLC
N/A—51,911-51,911-100%$8.0M———
Foresight Global Investors, Inc.
N/A—51,414-51,414-100%$7.9M———
Rock Point Advisors, LLC
N/A—51,172-51,172-100%$7.9M———
HighTower Advisors, LLC
N/A—49,491-49,491-100%$7.6M———
Hilton Capital Management, LLC
N/A—48,915-48,915-100%$7.5M———
Hantz Financial Services, Inc.
N/A—47,934-47,934-100%$7.4M———
Mariner, LLC
N/A—47,281-47,281-100%$7.3M———
GQG Partners LLC
N/A—45,468-45,468-100%$7.0M———
Mercer Global Advisors Inc
N/A—43,043-43,043-100%$6.6M———
One Capital Management, LLC
N/A—41,915-41,915-100%$7.2M———
&partners
N/A—41,325-41,325-100%$6.4M———
MML Investors Services, LLC
N/A—39,508-39,508-100%$6.1M———
NewEdge Advisors, LLC
N/A—38,797-38,797-100%$6.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—35,972-35,972-100%$5.5M———
Focus Partners Wealth
N/A—35,295-35,295-100%$5.4M———
National Bank of Canada
N/A—33,502-33,502-100%$5.2M———
Bleakley Financial Group, LLC
N/A—32,211-32,211-100%$5.0M———
Entropy Technologies, LP
N/A—30,639-30,639-100%$4.7M———
Lowe Brockenbrough & Co Inc
N/A—30,194-30,194-100%$4.7M———
Sanctuary Advisors, LLC
N/A—29,945-29,945-100%$4.6M———
Polen Capital Management LLC
N/A—28,773-28,773-100%$4.4M———
Squarepoint Ops LLC
N/A—28,444-28,444-100%$4.4M———
Rhumbline Advisers
N/A—28,060-28,060-100%$4.3M———
Harber Asset Management LLC
N/A—27,148-27,148-100%$4.2M———
CIBC World Market Inc.
N/A—27,063-27,063-100%$4.2M———
Price T Rowe Associates Inc
N/A—26,820-26,820-100%$4.1M———
Rockefeller Capital Management L.P.
N/A—26,528-26,528-100%$4.1M———
XTX Topco Ltd
N/A—26,397-26,397-100%$4.1M———
Timber Creek Capital Management LLC
N/A—25,494-25,494-100%$3.9M———
Venturi Wealth Management, LLC
N/A—25,179-25,179-100%$3.9M———
Havemeyer Place LP
N/A—24,620-24,620-100%$3.8M———
Curi Capital, LLC
N/A—24,389-24,389-100%$3.8M———
Saturna Capital Corp
N/A—24,181-24,181-100%$4.1M———
Federation des caisses Desjardins du Quebec
N/A—22,865-22,865-100%$3.5M———
Marshall Wace, LLP
N/A—22,620-22,620-100%$3.5M———
Osaic Holdings, Inc.
N/A—22,070-22,070-100%$3.4M———
Alphadyne Asset Management LP
N/A—21,307-21,307-100%$3.3M———
NewEdge Wealth, LLC
N/A—20,662-20,662-100%$3.2M———
Franklin Resources Inc
N/A—20,595-20,595-100%$3.2M———
IEQ Capital, LLC
N/A—20,281-20,281-100%$3.1M———
Naviter Wealth, LLC
N/A—19,650-19,650-100%$3.0M———
Loomis Sayles & Co L P
N/A—19,528-19,528-100%$3.0M———
Aperture Investors, LLC
N/A—19,441-19,441-100%$3.0M———
National Philanthropic Trust
N/A—19,401-19,401-100%$3.0M———
Northwestern Mutual Wealth Management Co
N/A—19,037-19,037-100%$2.9M———
Jupiter Topco LLC
N/A—18,914-18,914-100%$2.9M———
Tower Research Capital LLC (TRC)
N/A—18,774-18,774-100%$2.9M———
M&T Bank Corp
N/A—18,400-18,400-100%$2.8M———
Caprock Group, LLC
N/A—18,098-18,098-100%$2.8M———
Longfellow Investment Management Co LLC
N/A—17,840-17,840-100%$2.7M———
Lazard Asset Management LLC
N/A—17,494-17,494-100%$2.7M———
Prosperity Consulting Group, LLC
N/A—17,432-17,432-100%$2.7M———
Benjamin Edwards Inc
N/A—17,364-17,364-100%$2.7M———
Fora Capital, LLC
N/A—16,917-16,917-100%$2.6M———
HRT Financial LP
N/A—16,843-16,843-100%$2.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—16,804-16,804-100%$2.6M———
Evelyn Partners Group Ltd
N/A—16,677-16,677-100%$2.6M———
SIG Brokerage, LP
N/A—16,479-16,479-100%$2.5M———
Hancock Whitney Corp
N/A—16,268-16,268-100%$2.5M———
DV Equities, LLC
N/A—16,188-16,188-100%$2.5M———
Orion Porfolio Solutions, LLC
N/A—15,811-15,811-100%$2.4M———
New York State Common Retirement Fund
N/A—15,665-15,665-100%$2.4M———
Blackstone Inc.
N/A—15,480-15,480-100%$2.4M———
CastleKnight Management LP
N/A—15,200-15,200-100%$2.3M———
Dividend Assets Capital, LLC
N/A—15,146-15,146-100%$2.3M———
Virtu Financial LLC
N/A—14,909-14,909-100%$2.3M———
Sequoia Financial Advisors, LLC
N/A—14,899-14,899-100%$2.3M———
Howard Hughes Medical Institute
N/A—14,868-14,868-100%$2.3M———
Capital World Investors
N/A—14,793-14,793-100%$2.3M———
Federated Hermes, Inc.
N/A—14,300-14,300-100%$2.2M———
SG Americas Securities, LLC
N/A—14,191-14,191-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—14,183-14,183-100%$2.2M———
Douglass Winthrop Advisors, LLC
N/A—14,064-14,064-100%$2.2M———
GeoWealth Management, LLC
N/A—13,715-13,715-100%$2.1M———
Capital Group Private Client Services, Inc.
N/A—13,595-13,595-100%$2.1M———
Ballentine Partners, LLC
N/A—13,576-13,576-100%$2.1M———
Principal Securities, Inc.
N/A—13,283-13,283-100%$2.0M———
Atlantic Union Bankshares Corp
N/A—12,928-12,928-100%$2.0M———
Madison Asset Management, LLC
N/A—12,686-12,686-100%$2.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—12,677-12,677-100%$1.9M———
Schonfeld Strategic Advisors LLC
N/A—12,338-12,338-100%$1.9M———
State Street Corp
N/A—12,178-12,178-100%$1.9M———
Walleye Capital LLC
N/A—11,830-11,830-100%$1.8M———
Winton Group Ltd
N/A—11,780-11,780-100%$1.8M———
Advisors Asset Management, Inc.
N/A—11,676-11,676-100%$1.8M———
Alaethes Wealth, LLC
N/A—11,258-11,258-100%$1.7M———
Ravenswood Partners LP
N/A—10,809-10,809-100%$1.7M———
Alliancebernstein L.P.
N/A—10,606-10,606-100%$1.8M———
United Capital Financial Advisors, LLC
N/A—10,015-10,015-100%$1.5M———
Permanens Capital L.P.
N/A—9,855-9,855-100%$1.5M———
Tocqueville Asset Management L.P.
N/A—9,639-9,639-100%$1.5M———
Ellevest, Inc.
N/A—9,478-9,478-100%$1.4M———
Arax Advisory Partners
N/A—9,182-9,182-100%$1.4M———
Millennium Management LLC
N/A—9,103-9,103-100%$1.4M———
PCM Encore, LLC
N/A—9,095-9,095-100%$1.4M———
Arkadios Wealth Advisors
N/A—9,054-9,054-100%$1.4M———
Dorsey & Whitney Trust Co LLC
N/A—8,842-8,842-100%$1.4M———
Summit Trail Advisors, LLC
N/A—8,656-8,656-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—8,601-8,601-100%$1.3M———
Smartleaf Asset Management LLC
N/A—8,553-8,553-100%$1.3M———
Banco de Sabadell, S.a
N/A—8,520-8,520-100%$1.3M———
Aptus Capital Advisors, LLC
N/A—8,446-8,446-100%$1.3M———
Qtron Investments LLC
N/A—8,421-8,421-100%$1.3M———
Cunning Capital Partners, LP
N/A—8,407-8,407-100%$1.3M———
Parallax Volatility Advisers, L.P.
N/A—8,042-8,042-100%$1.2M———
Peak6 LLC
N/A—7,978-7,978-100%$1.2M———
Nomura Holdings Inc
N/A—7,960-7,960-100%$1.2M———
Two Sigma Securities, LLC
N/A—7,929-7,929-100%$1.2M———
Cresset Asset Management, LLC
N/A—7,851-7,851-100%$1.2M———
Eventide Asset Management, LLC
N/A—7,308-7,308-100%$1.1M———
Pure Financial Advisors, LLC
N/A—7,247-7,247-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—6,897-6,897-100%$1.1M———
Richard W. Paul & Associates, LLC
N/A—6,841-6,841-100%$1.1M———
denkapparat Operations GmbH
N/A—6,746-6,746-100%$1.0M———
Salt Holding Corp.
N/A—6,632-6,632-100%$1.0M———
Palogic Value Management, L.P.
N/A—6,243-6,243-100%$962.1K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—6,176-6,176-100%$951.8K———
MAI Capital Management
N/A—6,004-6,004-100%$925.3K———
Syon Capital LLC
N/A—5,996-5,996-100%$924.0K———
Checchi Capital Advisers, LLC
N/A—5,895-5,895-100%$908.5K———
Beacon Pointe Advisors, LLC
N/A—5,864-5,864-100%$903.7K———
Sierra Legacy Group
N/A—5,718-5,718-100%$881.2K———
SOA Wealth Advisors, Llc.
N/A—5,635-5,635-100%$5.6K———
Circle Wealth Management, LLC
N/A—5,629-5,629-100%$867.5K———
AE Wealth Management LLC
N/A—5,624-5,624-100%$866.7K———
Modern Wealth Management, LLC
N/A—5,546-5,546-100%$854.6K———
Advisors Capital Management, LLC
N/A—5,361-5,361-100%$826.3K———
Global Retirement Partners, LLC
N/A—5,351-5,351-100%$824.7K———
Coldstream Capital Management Inc
N/A—5,316-5,316-100%$819.3K———
SIH Partners, Lllp
N/A—5,290-5,290-100%$815.2K———
Bridgewater Advisors Inc.
N/A—5,225-5,225-100%$990.8K———
HSBC Holdings PLC
N/A—5,130-5,130-100%$787.0K———
Bessemer Group Inc
N/A—5,064-5,064-100%$770.0K———
OneDigital Investment Advisors LLC
N/A—4,744-4,744-100%$731.0K———
Capital Research Global Investors
N/A—4,693-4,693-100%$726.9K———
Flow Traders U.S. LLC
N/A—4,541-4,541-100%$700.0K———
Gabelli Funds LLC
N/A—4,500-4,500-100%$693.5K———
Walleye Trading LLC
N/A—4,368-4,368-100%$673.2K———
Basecamp Wealth Advisors LLC
N/A—4,282-4,282-100%$659.9K———
West Family Investments, Inc.
N/A—4,255-4,255-100%$655.7K———
BSW Wealth Partners
N/A—4,246-4,246-100%$654.3K———
Western Wealth Management, LLC
N/A—4,242-4,242-100%$653.7K———
American Trust Investment Advisors, LLC
N/A—4,225-4,225-100%$651.1K———
Bearing Point Capital, LLC
N/A—4,190-4,190-100%$645.7K———
Northwest & Ethical Investments L.P.
N/A—4,145-4,145-100%$617.4K———
Hexagon Capital Partners LLC
N/A—4,108-4,108-100%$633.1K———
Stratos Wealth Partners, Ltd.
N/A—4,105-4,105-100%$632.6K———
Norges Bank
N/A—4,104-4,104-100%$632.5K———
Public Employees Retirement System of Ohio
N/A—4,000-4,000-100%$616.4K———
Farringdon Capital, Ltd.
N/A—3,971-3,971-100%$612.0K———
Calydon Capital
N/A—3,932-3,932-100%$606.0K———
EP Wealth Advisors, LLC
N/A—3,929-3,929-100%$605.5K———
Leith Wheeler Investment Counsel Ltd.
N/A—3,920-3,920-100%$604.1K———
FWL Investment Management, LLC
N/A—3,910-3,910-100%$602.6K———
Harbour Investment Management LLC
N/A—3,862-3,862-100%$595.2K———
Bridgefront Capital, LLC
N/A—3,803-3,803-100%$586.1K———
SlateStone Wealth, LLC
N/A—3,733-3,733-100%$575.0K———
Johnson Investment Counsel Inc
N/A—3,658-3,658-100%$563.7K———
Fidelis Capital Partners, LLC
N/A—3,493-3,493-100%$538.3K———
Brown Brothers Harriman & Co
N/A—3,461-3,461-100%$533.4K———
Insigneo Advisory Services, LLC
N/A—3,406-3,406-100%$525.0K———
Blueshift Asset Management, LLC
N/A—3,393-3,393-100%$522.9K———
Rehmann Capital Advisory Group
N/A—3,377-3,377-100%$521.4K———
Intrust Bank NA
N/A—3,307-3,307-100%$509.6K———
Barometer Capital Management Inc.
N/A—3,250-3,250-100%$500.9K———
Advisory Services Network, LLC
N/A—3,188-3,188-100%$491.3K———
Quantitative Investment Management, LLC
N/A—3,176-3,176-100%$489.0K———
Monetary Management Group Inc
N/A—3,150-3,150-100%$485.4K———
Argent Trust Co
N/A—3,116-3,116-100%$480.2K———
Commerce Bank
N/A—3,016-3,016-100%$464.8K———
Guggenheim Capital LLC
N/A—2,944-2,944-100%$453.7K———
Frec Markets, Inc.
N/A—2,894-2,894-100%$446.0K———
New Republic Capital, LLC
N/A—2,872-2,872-100%$442.7K———
Composition Wealth, LLC
N/A—2,839-2,839-100%$437.6K———
Independent Advisor Alliance
N/A—2,792-2,792-100%$430.3K———
Focus Partners Advisor Solutions, LLC
N/A—2,574-2,574-100%$396.8K———
Byrne Financial Freedom, LLC
N/A—2,565-2,565-100%$395.3K———
Cetera Trust Company, N.a
N/A—2,520-2,520-100%$388.4K———
OneAscent Financial Services LLC
N/A—2,450-2,450-100%$377.5K———
Harvest Portfolios Group Inc.
N/A—2,422-2,422-100%$373.3K———
Optas, LLC
N/A—2,413-2,413-100%$371.9K———
PFG Investments, LLC
N/A—2,363-2,363-100%$364.2K———
BlueCrest Capital Management Ltd
N/A—2,360-2,360-100%$363.7K———
Boreal Capital Management LLC
N/A—2,343-2,343-100%$361.1K———
Snowden Capital Advisors LLC
N/A—2,292-2,292-100%$353.3K———
HighPoint Advisor Group LLC
N/A—2,278-2,278-100%$351.1K———
Hilltop Holdings Inc.
N/A—2,263-2,263-100%$348.8K———
Choate Investment Advisors
N/A—2,230-2,230-100%$343.7K———
Peapack Gladstone Financial Corp
N/A—2,215-2,215-100%$342.0K———
Integrated Wealth Concepts LLC
N/A—2,176-2,176-100%$335.4K———
Evolve Private Wealth, LLC
N/A—2,128-2,128-100%$327.9K———
World Investment Advisors
N/A—2,126-2,126-100%$358.9K———
Centiva Capital, LP
N/A—2,080-2,080-100%$320.5K———
Drive Wealth Management, LLC
N/A—2,071-2,071-100%$319.1K———
Red Door Wealth Management, LLC
N/A—2,039-2,039-100%$314.2K———
GTS Securities LLC
N/A—1,973-1,973-100%$304.1K———
OneAscent Family Office, LLC
N/A—1,921-1,921-100%$296.0K———
Silvercrest Asset Management Group LLC
N/A—1,913-1,913-100%$294.8K———
Keebeck Wealth Management
N/A—1,861-1,861-100%$286.8K———
Sagewood Asset Management LP
N/A—1,849-1,849-100%$284.9K———
Sivia Capital Partners, LLC
N/A—1,845-1,845-100%$284.3K———
Dynamic Technology Lab Private Ltd
N/A—1,840-1,840-100%$284.0K———
Marathon Trading Investment Management LLC
N/A—1,800-1,800-100%$277.4K———
Great Valley Advisor Group, Inc.
N/A—1,797-1,797-100%$277.2K———
Summit Financial, LLC
N/A—1,718-1,718-100%$264.8K———
Haverford Trust Co
N/A—1,710-1,710-100%$263.5K———
Flputnam Investment Management Co
N/A—1,696-1,696-100%$261.4K———
SouthState Bank Corp
N/A—1,681-1,681-100%$259.1K———
Harris Associates L P
N/A—1,673-1,673-100%$257.8K———
Davis R M Inc
N/A—1,665-1,665-100%$256.6K———
Savvy Advisors, Inc.
N/A—1,620-1,620-100%$249.7K———
Integrity Financial Corp
N/A—1,600-1,600-100%$246.6K———
Wealth Alliance, LLC
N/A—1,595-1,595-100%$245.9K———
Gotham Asset Management, LLC
N/A—1,594-1,594-100%$245.7K———
Seeds Investor LLC
N/A—1,558-1,558-100%$240.1K———
SCS Capital Management LLC
N/A—1,558-1,558-100%$240.1K———
Moneta Group Investment Advisors LLC
N/A—1,523-1,523-100%$234.6K———
Christine Messmer PC
N/A—1,490-1,490-100%$229.6K———
Huntington National Bank
N/A—1,486-1,486-100%$229.0K———
RWA Wealth Partners, LLC
N/A—1,484-1,484-100%$228.8K———
Keel Point, LLC
N/A—1,450-1,450-100%$223.5K———
Texas Yale Capital Corp.
N/A—1,426-1,426-100%$219.8K———
Fiduciary Trust Co
N/A—1,367-1,367-100%$210.6K———
Sound View Wealth Advisors Group, LLC
N/A—1,367-1,367-100%$210.7K———
Advyzon Investment Management, LLC
N/A—1,339-1,339-100%$206.3K———
Capital Analysts, LLC
N/A—1,243-1,243-100%$182.0K———
Twin Tree Management, LP
N/A—1,145-1,145-100%$176.5K———
Centennial Bank
N/A—1,050-1,050-100%$161.8K———
Purpose Unlimited Inc.
N/A—1,024-1,024-100%$158.0K———
J. Stern & Co. LLP
N/A—1,022-1,022-100%$157.5K———
Brentview Investment Management LLC
N/A—755-755-100%$116.4K———
BFC Planning, Inc.
N/A—683-683-100%$105.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—646-646-100%$100.3K———
Harbour Investments, Inc.
N/A—618-618-100%$95.3K———
Corient IA LP
N/A—570-570-100%$87.8K———
Rothschild Investment LLC
N/A—564-564-100%$86.9K———
Steigerwald, Gordon & Koch Inc.
N/A—465-465-100%$71.7K———
Atlas Capital Advisors Inc.
N/A—463-463-100%$71.4K———
Hillsdale Investment Management Inc.
N/A—460-460-100%$70.9K———
Smithfield Trust Co
N/A—366-366-100%$54———
Advisors Preferred, LLC
N/A—348-348-100%$56.6K———
Toronto Dominion Bank
N/A—343-343-100%$53.0K———
Dunhill Financial, LLC
N/A—308-308-100%$47.6K———
HM Payson & Co
N/A—300-300-100%$46.2K———
Strategic Wealth Partners, Ltd.
N/A—290-290-100%$44.7K———
Anchor Investment Management, LLC
N/A—283-283-100%$43.6K———
Forum Finance Group S.A.
N/A—280-280-100%$35———
Silver OAK Securities, Incorporated
N/A—253-253-100%$39.0K———
Financial Gravity Companies, Inc.
N/A—245-245-100%$37.8K———
Front Row Advisors LLC
N/A—235-235-100%$49.3K———
Continuum Advisory, LLC
N/A—201-201-100%$31.0K———
Medallion Wealth Advisors, LLC
N/A—200-200-100%$30.8K———
Geneos Wealth Management Inc.
N/A—200-200-100%$30.8K———
GW&K Investment Management, LLC
N/A—194-194-100%$30.0K———
IFG Advisory, LLC
N/A—193-193-100%$29.7K———
Kilter Group LLC
N/A—192-192-100%$29.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—189-189-100%$29.1K———
Synergy Investment Management, LLC
N/A—181-181-100%$33.7K———
LRI Investments, LLC
N/A—174-174-100%$26.8K———
SHP Wealth Management
N/A—172-172-100%$26.5K———
Beaird Harris Wealth Management, LLC
N/A—170-170-100%$26.2K———
Raffa Wealth Management, LLC
N/A—160-160-100%$24.7K———
HHM Wealth Advisors, LLC
N/A—152-152-100%$23.4K———
Cornerstone Financial Management LLC
N/A—152-152-100%$23.4K———
Bogart Wealth, LLC
N/A—140-140-100%$21.6K———
Motco
N/A—139-139-100%$21.4K———
Frazier Financial Advisors, LLC
N/A—135-135-100%$20.8K———
Wellington-Altus USA Inc.
N/A—135-135-100%$23.1K———
CVA Family Office, LLC
N/A—128-128-100%$19.7K———
Private Wealth Asset Management, LLC
N/A—121-121-100%$18.6K———
Transamerica Financial Advisors, LLC
N/A—116-116-100%$17.9K———
Ameriflex Group, Inc.
N/A—113-113-100%$17.4K———
Copia Wealth Management
N/A—106-106-100%$16.3K———
Lavaca Capital LLC
N/A—100-100-100%$15.4K———
WealthCollab, LLC
N/A—97-97-100%$14.9K———
Glen Eagle Advisors, LLC
N/A—97-97-100%$14.9K———
BOK Financial Private Wealth, Inc.
N/A—96-96-100%$14.8K———
Fiduciary Financial Advisors
N/A—94-94-100%$14.2K———
TD Capital Management LLC
N/A—88-88-100%$13.6K———
IMA Advisory Services, Inc.
N/A—86-86-100%$13.3K———
MidFirst Bank
N/A—80-80-100%$12.3K———
Dogwood Wealth Management LLC
N/A—80-80-100%$12.3K———
Horizon Investments, LLC
N/A—77-77-100%$11.9K———
Colonial Trust Co / SC
N/A—72-72-100%$11.2K———
Manning & Napier Advisors LLC
N/A—66-66-100%$10.2K———
Prestige Wealth Management Group LLC
N/A—54-54-100%$8.3K———
Sittner & Nelson, LLC
N/A—52-52-100%$8.0K———
Rialto Wealth Management, LLC
N/A—52-52-100%$8.0K———
Alerus Financial NA
N/A—45-45-100%$6.9K———
Turim 21 Investimentos Ltda.
N/A—41-41-100%$6.3K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—41-41-100%$6.3K———
Financial Life Planners
N/A—31-31-100%$4.8K———
Ancora Advisors LLCA
N/A—30-30-100%$4.6K———
Operose Advisors LLC
N/A—29-29-100%$4.5K———
Bartlett & Co. Wealth Management LLC
N/A—28-28-100%$4.3K———
Estabrook Capital Management
N/A—27-27-100%$4.2K———
Webster Bank, N. A.
N/A—26-26-100%$4.0K———
Aventura Private Wealth, LLC
N/A—25-25-100%$3.9K———
Quent Capital, LLC
N/A—24-24-100%$3.7K———
JPL Wealth Management, LLC
N/A—23-23-100%$3.5K———
Allied Private Wealth LLC
N/A—19-19-100%$3.0K———
Highland Investment Advisors LLC
N/A—19-19-100%$2.9K———
Johnson Financial Group, Inc.
N/A—18-18-100%$2.8K———
Nova Wealth Management, Inc.
N/A—18-18-100%$2.8K———
Crewe Advisors LLC
N/A—17-17-100%$2.6K———
Godfrey Financial Associates, Inc.
N/A—16-16-100%$2.5K———
Bruce G. Allen Investments, LLC
N/A—16-16-100%$2.5K———
Marshall Investment Management, LLC
N/A—12-12-100%$1.8K———
PIN OAK Investment Advisors Inc
N/A—12-12-100%$2———
HighMark Wealth Management LLC
N/A—11-11-100%$1.7K———
ST Germain D J Co Inc
N/A—11-11-100%$1.7K———
Caitlin John, LLC
N/A—3-3-100%$487———
Cordant, Inc.
N/A—1-1-100%$153———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—1-1-100%$154———
Darwin Wealth Management, LLC
N/A—00—$41———
Showing 926 of 926 institutions