Servisfirst Bancshares Inc (SFBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Geode Capital Management, LLC

INCREASED

Shares2,585,168 from 1,298,464

Change+1,286,704 (+99%)

Value$103.4M (-$9.3M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares2,406,521 from 1,197,156

Change+1,209,365 (+101%)

Value$96.2M (-$7.6M)

Filed 2026-11-04

Welch Group, LLC

INCREASED

Shares1,885,113 from 959,733

Change+925,380 (+96%)

Value$75.4M (-$7.9M)

Filed 2026-10-29

Principal Financial Group Inc

INCREASED

Shares1,873,332 from 986,044

Change+887,288 (+90%)

Value$74.9M (-$10.6M)

Filed 2026-11-02

Copeland Capital Management, LLC

INCREASED

Shares1,436,928 from 737,503

Change+699,425 (+95%)

Value$57.4M (-$6.5M)

Filed 2026-10-13

Wasatch Advisors LP

INCREASED

Shares942,343 from 538,620

Change+403,723 (+75%)

Value$37.7M (-$9.1M)

Filed 2026-10-13

Bank of New York Mellon Corp

INCREASED

Shares857,000 from 412,576

Change+444,424 (+108%)

Value$34.3M (-$1.5M)

Filed 2026-11-05

Fisher Asset Management, LLC

INCREASED

Shares324,424 from 165,284

Change+159,140 (+96%)

Value$13.0M (-$1.4M)

Filed 2026-11-06

Mutual of America Capital Management LLC

INCREASED

Shares269,443 from 135,602

Change+133,841 (+99%)

Value$10.8M (-$991.1K)

Filed 2026-10-23

ProShare Advisors LLC

INCREASED

Shares241,567 from 7,463

Change+234,104 (+3137%)

Value$9.7M (+$9.0M)

Filed 2026-10-29

Creative Planning

INCREASED

Shares182,207 from 90,559

Change+91,648 (+101%)

Value$7.3M (-$571.4K)

Filed 2026-11-02

Leavell Investment Management, Inc.

INCREASED

Shares181,747 from 90,874

Change+90,873 (+100%)

Value$7.3M (-$617.1K)

Filed 2026-11-09

Deutsche Bank Ag\

INCREASED

Shares147,176 from 73,928

Change+73,248 (+99%)

Value$5.9M (-$529.2K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares141,308 from 28,005

Change+113,303 (+405%)

Value$5.6M (+$3.2M)

Filed 2026-11-06

B. Metzler seel. Sohn & Co. AG

INCREASED

Shares134,360 from 13,886

Change+120,474 (+868%)

Value$5.4M (+$4.2M)

Filed 2026-10-30

TrueWealth Advisors, LLC

INCREASED

Shares130,926 from 65,463

Change+65,463 (+100%)

Value$5.2M (-$444.5K)

Filed 2026-10-09

Savant Capital, LLC

INCREASED

Shares128,717 from 66,284

Change+62,433 (+94%)

Value$5.1M (-$144.4K)

Filed 2026-11-06

Peregrine Capital Management LLC

INCREASED

Shares121,747 from 59,770

Change+61,977 (+104%)

Value$4.9M (-$317.6K)

Filed 2026-11-09

Wedge Capital Management L L P

INCREASED

Shares99,312 from 49,957

Change+49,355 (+99%)

Value$4.0M (-$363.3K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares89,217 from 44,569

Change+44,648 (+100%)

Value$3.6M (-$299.4K)

Filed 2026-11-06

Watchman Group, Inc.

INCREASED

Shares70,683 from 34,939

Change+35,744 (+102%)

Value$2.8M (-$205.1K)

Filed 2026-10-16

Russell Investments Group, Ltd.

INCREASED

Shares68,827 from 33,753

Change+35,074 (+104%)

Value$2.8M (-$176.4K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares67,968 from 33,969

Change+33,999 (+100%)

Value$2.7M (-$229.5K)

Filed 2026-11-06

Thrivent Financial for Lutherans

INCREASED

Shares66,639 from 34,210

Change+32,429 (+95%)

Value$2.7K (-$3.0M)

Filed 2026-11-05

Squarepoint Ops LLC

INCREASED

Shares66,549 from 35,681

Change+30,868 (+87%)

Value$2.7M (-$434.7K)

Filed 2026-11-09

Eubel Brady & Suttman Asset Management Inc

INCREASED

Shares65,900 from 32,950

Change+32,950 (+100%)

Value$2.6K (-$2.9M)

Filed 2026-11-04

Regions Financial Corp

INCREASED

Shares58,671 from 31,341

Change+27,330 (+87%)

Value$2.3M (-$373.2K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares58,041 from 46,598

Change+11,443 (+25%)

Value$2.3M (-$1.7M)

Filed 2026-11-04

Illinois Municipal Retirement Fund

INCREASED

Shares52,721 from 25,807

Change+26,914 (+104%)

Value$2.1M (-$131.0K)

Filed 2026-11-05

Blue Trust, Inc.

INCREASED

Shares50,110 from 44,526

Change+5,584 (+13%)

Value$2.0M (-$1.9M)

Filed 2026-10-15

Level Four Advisory Services, LLC

INCREASED

Shares49,716 from 24,834

Change+24,882 (+100%)

Value$2.0M (-$166.7K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares48,271 from 25,272

Change+22,999 (+91%)

Value$1.9M (-$262.5K)

Filed 2026-11-05

Bank of Montreal

INCREASED

Shares44,943 from 22,095

Change+22,848 (+103%)

Value$1.8M (-$119.9K)

Filed 2026-11-09

HB Wealth Management, LLC

INCREASED

Shares43,380 from 20,952

Change+22,428 (+107%)

Value$1.7M (-$83.3K)

Filed 2026-10-23

Louisiana State Employees Retirement System

INCREASED

Shares43,300 from 22,000

Change+21,300 (+97%)

Value$1.7M (-$177.4K)

Filed 2026-10-20

Avidian Wealth Enterprises, LLC

INCREASED

Shares39,587 from 19,795

Change+19,792 (+100%)

Value$1.6M (-$134.5K)

Filed 2026-10-08

State of New Jersey Common Pension Fund D

INCREASED

Shares39,508 from 19,754

Change+19,754 (+100%)

Value$1.6M (-$134.1K)

Filed 2026-11-05

Integrity Alliance, Llc.

NEW

Shares36,962

Change+36,962

Value$1.5M

Filed 2026-10-29

Daiwa Securities Group Inc.

INCREASED

Shares36,678 from 20,438

Change+16,240 (+79%)

Value$1.5M (-$306.6K)

Filed 2026-10-29

New York State Teachers Retirement System

INCREASED

Shares30,407 from 14,962

Change+15,445 (+103%)

Value$1.2K (-$1.3M)

Filed 2026-10-22

Smith Thornton Advisors LLC

INCREASED

Shares30,310 from 15,155

Change+15,155 (+100%)

Value$1.2M (-$75.2K)

Filed 2026-10-16

Arizona State Retirement System

INCREASED

Shares29,256 from 14,329

Change+14,927 (+104%)

Value$1.2M (-$73.4K)

Filed 2026-11-03

Police & Firemen's Retirement System of New Jersey

INCREASED

Shares29,098 from 15,486

Change+13,612 (+88%)

Value$1.2M (-$180.1K)

Filed 2026-11-09

Handelsbanken Fonder AB

INCREASED

Shares26,646 from 13,323

Change+13,323 (+100%)

Value$1.1K (-$91)

Filed 2026-11-09

Amalgamated Bank

INCREASED

Shares26,448 from 13,569

Change+12,879 (+95%)

Value$1.1K (-$1.2M)

Filed 2026-10-23

Yousif Capital Management, LLC

INCREASED

Shares26,013 from 13,439

Change+12,574 (+94%)

Value$1.0M (-$125.8K)

Filed 2026-10-22

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares23,955 from 11,925

Change+12,030 (+101%)

Value$957.7K (-$76.8K)

Filed 2026-11-03

Oakworth Capital, Inc.

INCREASED

Shares23,233 from 14,233

Change+9,000 (+63%)

Value$928.9K (-$305.9K)

Filed 2026-10-26

Oregon Public Employees Retirement Fund

INCREASED

Shares22,764 from 11,435

Change+11,329 (+99%)

Value$910.1K (-$81.9K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares22,698 from 7,320

Change+15,378 (+210%)

Value$907.5K (+$272.5K)

Filed 2026-11-05

Navigate Wealth Management, LLC

INCREASED

Shares21,972 from 11,774

Change+10,198 (+87%)

Value$843.9K (-$179.7K)

Filed 2026-10-14

State of Alaska, Department of Revenue

INCREASED

Shares21,329 from 18,899

Change+2,430 (+13%)

Value$851 (-$1.6M)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares20,883 from 9,490

Change+11,393 (+120%)

Value$806.1K (-$3.9K)

Filed 2026-10-13

Harbor Capital Advisors, Inc.

INCREASED

Shares20,711 from 10,208

Change+10,503 (+103%)

Value$828 (-$885.2K)

Filed 2026-10-22

DekaBank Deutsche Girozentrale

NEW

Shares20,684

Change+20,684

Value$825

Filed 2026-10-27

EverSource Wealth Advisors, LLC

INCREASED

Shares20,266 from 10,115

Change+10,151 (+100%)

Value$810.2K (-$67.2K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

INCREASED

Shares19,696 from 10,621

Change+9,075 (+85%)

Value$782.3K (-$162.0K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares18,673 from 11,408

Change+7,265 (+64%)

Value$746.6K (-$243.1K)

Filed 2026-11-02

Fifth Third Wealth Advisors LLC

INCREASED

Shares18,625 from 9,684

Change+8,941 (+92%)

Value$744.6K (-$95.4K)

Filed 2026-10-22

Pictet Asset Management Holding SA

INCREASED

Shares18,102 from 8,470

Change+9,632 (+114%)

Value$723.7K (-$11.1K)

Filed 2026-11-03

Luken Investment Analytics, LLC

INCREASED

Shares17,702 from 8,851

Change+8,851 (+100%)

Value$707.7K (-$60.1K)

Filed 2026-11-06

Sunburst Financial Group, LLC

INCREASED

Shares17,684 from 8,842

Change+8,842 (+100%)

Value$707.0K (-$60.0K)

Filed 2026-10-09

Inspire Investing, LLC

INCREASED

Shares15,932 from 7,787

Change+8,145 (+105%)

Value$637.0K (-$38.6K)

Filed 2026-10-22

US Bancorp \de\

INCREASED

Shares15,620 from 7,558

Change+8,062 (+107%)

Value$624.5K (-$31.2K)

Filed 2026-11-05

BCR Wealth Strategies, LLC

INCREASED

Shares15,522 from 7,761

Change+7,761 (+100%)

Value$620.6K (-$52.4K)

Filed 2026-11-06

Lido Advisors, LLC

INCREASED

Shares14,766 from 6,221

Change+8,545 (+137%)

Value$590.4K (+$50.7K)

Filed 2026-11-04

State of Wyoming

INCREASED

Shares14,176 from 2,983

Change+11,193 (+375%)

Value$566.8K (+$308.0K)

Filed 2026-10-28

Virginia Retirement Systems ET Al

INCREASED

Shares14,100 from 8,500

Change+5,600 (+66%)

Value$563.7K (-$173.7K)

Filed 2026-10-28

Atria Investments, Inc

INCREASED

Shares13,368 from 7,297

Change+6,071 (+83%)

Value$534.5K (-$98.6K)

Filed 2026-10-15

Firethorn Wealth Partners, LLC

INCREASED

Shares12,388 from 6,200

Change+6,188 (+100%)

Value$495.3K (-$42.6K)

Filed 2026-10-14

Clearstead Advisors, LLC

INCREASED

Shares12,211 from 6,143

Change+6,068 (+99%)

Value$488.2K (-$44.7K)

Filed 2026-11-06

Montag A & Associates Inc

INCREASED

Shares12,000 from 6,000

Change+6,000 (+100%)

Value$479.8K (-$40.7K)

Filed 2026-10-29

Keybank National Association

INCREASED

Shares11,968 from 6,350

Change+5,618 (+88%)

Value$478.5K (-$72.4K)

Filed 2026-11-04

Evergreen Capital Management LLC

INCREASED

Shares10,775 from 5,313

Change+5,462 (+103%)

Value$430.8K (-$30.1K)

Filed 2026-10-23

Xponance LLC

INCREASED

Shares10,062 from 5,218

Change+4,844 (+93%)

Value$402.3K (-$50.4K)

Filed 2026-11-03

Avantax Planning Partners, Inc.

INCREASED

Shares10,000 from 5,000

Change+5,000 (+100%)

Value$399.8K (-$34.0K)

Filed 2026-11-03

Abel Hall, LLC

INCREASED

Shares9,946 from 4,789

Change+5,157 (+108%)

Value$397.6K (-$17.8K)

Filed 2026-10-19

Bessemer Group Inc

INCREASED

Shares9,938 from 4,987

Change+4,951 (+99%)

Value$397 (-$400.6K)

Filed 2026-11-09

Strs Ohio

INCREASED

Shares8,900 from 2,800

Change+6,100 (+218%)

Value$355.8K (+$112.9K)

Filed 2026-10-30

Quadrant Capital Group LLC

INCREASED

Shares8,749 from 4,411

Change+4,338 (+98%)

Value$337.4K (-$45.2K)

Filed 2026-10-20

Arlington Trust Co LLC

INCREASED

Shares8,618 from 8,100

Change+518 (+6%)

Value$344.5K (-$358.1K)

Filed 2026-10-20

Sagespring Wealth Partners, LLC

INCREASED

Shares8,366 from 4,279

Change+4,087 (+96%)

Value$334.5K (-$36.8K)

Filed 2026-10-22

Butensky & Cohen Financial Security, Inc

INCREASED

Shares7,230 from 3,615

Change+3,615 (+100%)

Value$289.1K (-$24.5K)

Filed 2026-10-13

Nykredit A/S

INCREASED

Shares7,148 from 3,574

Change+3,574 (+100%)

Value$285.8K (-$24.3K)

Filed 2026-11-06

Merit Financial Group, LLC

INCREASED

Shares7,088 from 3,049

Change+4,039 (+132%)

Value$283.4K (+$18.9K)

Filed 2026-11-06

Swiss Life Asset Management Ltd

INCREASED

Shares7,010 from 3,396

Change+3,614 (+106%)

Value$280.3K (-$14.3K)

Filed 2026-11-03

Profund Advisors LLC

INCREASED

Shares6,928 from 3,888

Change+3,040 (+78%)

Value$277.0K (-$60.3K)

Filed 2026-10-29

Praxis Investment Management Inc

INCREASED

Shares6,668 from 3,334

Change+3,334 (+100%)

Value$267 (-$288.7K)

Filed 2026-11-03

Amundi

INCREASED

Shares6,420 from 3,210

Change+3,210 (+100%)

Value$256.7K (-$21.8K)

Filed 2026-11-06

CIBC Asset Management Inc

INCREASED

Shares6,408 from 3,189

Change+3,219 (+101%)

Value$256.2K (-$20.5K)

Filed 2026-11-05

Crossmark Global Holdings, Inc.

INCREASED

Shares6,342 from 3,262

Change+3,080 (+94%)

Value$253.6K (-$29.4K)

Filed 2026-10-21

RFG Advisory, LLC

INCREASED

Shares6,257 from 3,233

Change+3,024 (+94%)

Value$250.2K (-$30.3K)

Filed 2026-11-03

Fairvoy Private Wealth, LLC

INCREASED

Shares6,200 from 3,100

Change+3,100 (+100%)

Value$247.9K (-$21.0K)

Filed 2026-10-19

LifeSteps Financial, Inc.

INCREASED

Shares6,000 from 3,000

Change+3,000 (+100%)

Value$239.9K (-$20.4K)

Filed 2026-10-15

Nwam LLC

INCREASED

Shares5,486 from 2,742

Change+2,744 (+100%)

Value$219.3K (-$18.5K)

Filed 2026-11-09

Personal CFO Solutions, LLC

INCREASED

Shares5,462 from 3,028

Change+2,434 (+80%)

Value$218.4K (-$44.3K)

Filed 2026-11-06

Apollon Wealth Management, LLC

INCREASED

Shares5,392 from 2,652

Change+2,740 (+103%)

Value$215.6K (-$14.5K)

Filed 2026-10-23

KBC Group NV

INCREASED

Shares4,270 from 1,633

Change+2,637 (+161%)

Value$171 (-$141.8K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares3,438 from 1,478

Change+1,960 (+133%)

Value$137.5K (+$9.2K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares3,385 from 234

Change+3,151 (+1347%)

Value$135.3K (+$115.0K)

Filed 2026-10-22

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares3,336 from 1,668

Change+1,668 (+100%)

Value$133.4K (-$11.3K)

Filed 2026-10-27

Nisa Investment Advisors, LLC

INCREASED

Shares2,411 from 1,189

Change+1,222 (+103%)

Value$96.4K (-$6.8K)

Filed 2026-10-20

Versant Capital Management, Inc

INCREASED

Shares2,248 from 286

Change+1,962 (+686%)

Value$89.9K (+$65.1K)

Filed 2026-10-02

Signaturefd, LLC

INCREASED

Shares2,176 from 1,126

Change+1,050 (+93%)

Value$87.0K (-$10.7K)

Filed 2026-10-23

Hantz Financial Services, Inc.

INCREASED

Shares2,037 from 865

Change+1,172 (+135%)

Value$81 (-$74.9K)

Filed 2026-11-09

Geneos Wealth Management Inc.

NEW

Shares1,365

Change+1,365

Value$54.6K

Filed 2026-11-09

Allworth Financial LP

INCREASED

Shares1,261 from 1,259

Change+2 (+0%)

Value$109.4K (+$173)

Filed 2026-11-06

Covestor Ltd

INCREASED

Shares1,232 from 513

Change+719 (+140%)

Value$49 (+$4)

Filed 2026-10-30

Salomon & Ludwin, LLC

INCREASED

Shares1,212 from 606

Change+606 (+100%)

Value$48.5K (-$5.4K)

Filed 2026-10-29

First Horizon Corp

INCREASED

Shares984 from 482

Change+502 (+104%)

Value$39.3K (-$2.5K)

Filed 2026-10-26

Hilton Head Capital Partners, LLC

INCREASED

Shares982 from 661

Change+321 (+49%)

Value$39.3K (-$18.1K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares939 from 490

Change+449 (+92%)

Value$37.5K (-$5.0K)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares880

Change+880

Value$35.2K

Filed 2026-10-21

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares724 from 362

Change+362 (+100%)

Value$28.9K (-$2.5K)

Filed 2026-11-05

UMB Bank, n.a.

INCREASED

Shares649 from 331

Change+318 (+96%)

Value$25.9K (-$2.8K)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares538 from 80

Change+458 (+573%)

Value$21.5K (+$14.6K)

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares471 from 222

Change+249 (+112%)

Value$18.8K (-$428)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares412 from 198

Change+214 (+108%)

Value$16.5K (-$704)

Filed 2026-10-16

Elyxium Wealth, LLC

NEW

Shares402

Change+402

Value$16.1K

Filed 2026-10-27

Birch Financial Group, LLC

NEW

Shares380

Change+380

Value$15.2K

Filed 2026-10-27

Bare Financial Services, Inc

INCREASED

Shares331 from 122

Change+209 (+171%)

Value$13.2K (+$2.6K)

Filed 2026-11-04

Essential Partners LLC

INCREASED

Shares318 from 159

Change+159 (+100%)

Value$12.7K (-$1.1K)

Filed 2026-10-14

Parkside Financial Bank & Trust

INCREASED

Shares310 from 104

Change+206 (+198%)

Value$12.4K (+$3.4K)

Filed 2026-10-27

Buck Wealth Strategies, LLC

INCREASED

Shares261 from 130

Change+131 (+101%)

Value$10.4K (-$860)

Filed 2026-10-28

Jnba Financial Advisors

NEW

Shares236

Change+236

Value$9.4K

Filed 2026-11-03

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares222 from 130

Change+92 (+71%)

Value$8.9K (-$2.4K)

Filed 2026-10-05

Wolff Wiese Magana LLC

INCREASED

Shares206 from 103

Change+103 (+100%)

Value$8.2K (-$700)

Filed 2026-10-15

WPG Advisers, LLC

INCREASED

Shares200 from 100

Change+100 (+100%)

Value$8.0K (-$679)

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares179 from 63

Change+116 (+184%)

Value$7.2K (+$1.7K)

Filed 2026-10-21

Parallel Advisors, LLC

INCREASED

Shares172 from 86

Change+86 (+100%)

Value$6.9K (-$584)

Filed 2026-11-03

Pension & Wealth Management Advisors, Inc.

NEW

Shares140

Change+140

Value$5.6K

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

NEW

Shares137

Change+137

Value$5.5K

Filed 2026-10-29

TD Private Client Wealth LLC

INCREASED

Shares128 from 49

Change+79 (+161%)

Value$5.1K (+$866)

Filed 2026-10-28

Financial Network Wealth Advisors LLC

INCREASED

Shares119 from 74

Change+45 (+61%)

Value$4.8K (-$1.7K)

Filed 2026-10-28

JFS Wealth Advisors, LLC

INCREASED

Shares105 from 46

Change+59 (+128%)

Value$4.2K (+$207)

Filed 2026-11-03

Albion Financial Group

INCREASED

Shares102 from 33

Change+69 (+209%)

Value$4.1K (+$1.2K)

Filed 2026-10-21

Farmers & Merchants Investments Inc

INCREASED

Shares98 from 28

Change+70 (+250%)

Value$3.9K (+$1.5K)

Filed 2026-10-22

Fortitude Family Office, LLC

INCREASED

Shares94 from 38

Change+56 (+147%)

Value$3.8K (+$461)

Filed 2026-10-14

Bell Investment Advisors, Inc

INCREASED

Shares86 from 43

Change+43 (+100%)

Value$3.4K (-$292)

Filed 2026-10-29

Ascentis Wealth Management, LLC

NEW

Shares79

Change+79

Value$3.2K

Filed 2026-11-03

Atlantic Edge Private Wealth Management, LLC

INCREASED

Shares68 from 34

Change+34 (+100%)

Value$2.7K (-$231)

Filed 2026-10-20

Creative Capital Management Investments LLC

INCREASED

Shares66 from 16

Change+50 (+313%)

Value$2.6K (+$1.3K)

Filed 2026-10-28

Mather Group, Llc.

NEW

Shares58

Change+58

Value$2.3K

Filed 2026-10-14

Brown, Lisle Ings, Inc.

INCREASED

Shares58 from 29

Change+29 (+100%)

Value$2.3K (-$197)

Filed 2026-10-16

Sunrise Financial Services, LLC

INCREASED

Shares50 from 25

Change+25 (+100%)

Value$2.0K (-$170)

Filed 2026-10-21

Silver Grove Financial Group, Inc.

INCREASED

Shares50 from 32

Change+18 (+56%)

Value$2.0K (-$777)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares34

Change+34

Value$1.4K

Filed 2026-10-30

Capital Advisors, Ltd. LLC

NEW

Shares25

Change+25

Value$1

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

INCREASED

Shares24 from 12

Change+12 (+100%)

Value$960 (-$81)

Filed 2026-10-16

SBI Securities Co., Ltd.

INCREASED

Shares24 from 12

Change+12 (+100%)

Value$960 (-$81)

Filed 2026-10-22

Valley National Advisers Inc

NEW

Shares22

Change+22

Value$880

Filed 2026-10-23

Bay Harbor Wealth Management, LLC

INCREASED

Shares19 from 10

Change+9 (+90%)

Value$760 (-$108)

Filed 2026-11-03

Picton Mahoney Asset Management

NEW

Shares16

Change+16

Value$639

Filed 2026-11-09

Gilpin Wealth Management, LLC

INCREASED

Shares16 from 8

Change+8 (+100%)

Value$640 (-$54)

Filed 2026-10-09

UMB Private Wealth Management, LLC

NEW

Shares10

Change+10

Value$400

Filed 2026-10-19

Financial Consulate, Inc

NEW

Shares8

Change+8

Value$320

Filed 2026-10-23

Davis Capital Management

INCREASED

Shares8 from 3

Change+5 (+167%)

Value$320 (+$60)

Filed 2026-10-08

James T. Borello RIA

INCREASED

Shares6 from 4

Change+2 (+50%)

Value$240 (-$107)

Filed 2026-10-16

Maseco LLP

NEW

Shares4

Change+4

Value$160

Filed 2026-10-27

DecisionPoint Financial, LLC

INCREASED

Shares4 from 1

Change+3 (+300%)

Value$159 (+$70)

Filed 2026-10-27

Hughes Financial Services, LLC

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$162 (-$12)

Filed 2026-10-30

Manchester Capital Management LLC

NEW

Shares3

Change+3

Value$120

Filed 2026-10-22

Maryland Capital Advisors Inc.

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$80 (-$7)

Filed 2026-10-15

GHP Investment Advisors, Inc.

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$80 (-$7)

Filed 2026-10-15

TFC Financial Management, Inc.

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$80 (-$7)

Filed 2026-10-26

Vest Financial, LLC

CLOSED

Shares0 from 19,870

Change-19,870 (-100%)

Value$0 (-$1.7M)

Filed 2026-10-21

Park Place Capital Corp

CLOSED

Shares0 from 15,900

Change-15,900 (-100%)

Value$0 (-$1.4M)

Filed 2026-11-09

Intech Investment Management LLC

CLOSED

Shares0 from 9,832

Change-9,832 (-100%)

Value$0 (-$852.9K)

Filed 2026-11-09

Alps Advisors Inc

CLOSED

Shares0 from 6,847

Change-6,847 (-100%)

Value$0 (-$594.0K)

Filed 2026-11-03

Coldstream Capital Management Inc

CLOSED

Shares0 from 3,712

Change-3,712 (-100%)

Value$0 (-$322.0K)

Filed 2026-11-09

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 2,642

Change-2,642 (-100%)

Value$0 (-$229.2K)

Filed 2026-11-02

71 West Capital Partners

CLOSED

Shares0 from 2,390

Change-2,390 (-100%)

Value$0 (-$207.3K)

Filed 2026-11-04

HBK Sorce Advisory LLC

CLOSED

Shares0 from 2,243

Change-2,243 (-100%)

Value$0 (-$202.9K)

Filed 2026-11-06

Centerpoint Advisors, LLC

CLOSED

Shares0 from 253

Change-253 (-100%)

Value$0 (-$22.0K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 239

Change-239 (-100%)

Value$0 (-$20.7K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 57

Change-57 (-100%)

Value$0 (-$4.9K)

Filed 2026-10-28

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-07

CoreCap Advisors, LLC

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-08

Stone House Investment Management, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$607)

Filed 2026-11-04

Navigoe, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-11-04

Cullen T Bankers, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$3 ($0)

Filed 2026-10-28

BlackRock, Inc.

N/A

Shares— from 7,733,810

Change-7,733,810 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,437,080

Change-3,437,080 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,650,366

Change-2,650,366 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,320,653

Change-2,320,653 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 1,075,666

Change-1,075,666 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,019,555

Change-1,019,555 (-100%)

Value—

Davis Asset Management, L.P.

N/A

Shares— from 910,376

Change-910,376 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 884,393

Change-884,393 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 846,160

Change-846,160 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 671,061

Change-671,061 (-100%)

Value—

Norges Bank

N/A

Shares— from 652,928

Change-652,928 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 586,868

Change-586,868 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 577,649

Change-577,649 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 573,221

Change-573,221 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 519,730

Change-519,730 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 430,235

Change-430,235 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 362,963

Change-362,963 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 306,346

Change-306,346 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 305,031

Change-305,031 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 293,592

Change-293,592 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 286,557

Change-286,557 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 274,495

Change-274,495 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 272,023

Change-272,023 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 267,292

Change-267,292 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 244,419

Change-244,419 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 205,188

Change-205,188 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 203,011

Change-203,011 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 176,919

Change-176,919 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 172,755

Change-172,755 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 152,464

Change-152,464 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 142,209

Change-142,209 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 136,457

Change-136,457 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 131,915

Change-131,915 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 122,870

Change-122,870 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 115,173

Change-115,173 (-100%)

Value—

Jacobs Asset Management, LLC

N/A

Shares— from 115,000

Change-115,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 111,249

Change-111,249 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 109,392

Change-109,392 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 105,917

Change-105,917 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 104,268

Change-104,268 (-100%)

Value—

UBS Group AG

N/A

Shares— from 99,748

Change-99,748 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 94,398

Change-94,398 (-100%)

Value—

California Public Employees Retirement System

N/A

Shares— from 90,945

Change-90,945 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 90,632

Change-90,632 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 86,044

Change-86,044 (-100%)

Value—

Mitchell Mcleod Pugh & Williams Inc

N/A

Shares— from 78,083

Change-78,083 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 72,451

Change-72,451 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 71,283

Change-71,283 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 68,802

Change-68,802 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 64,203

Change-64,203 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 59,511

Change-59,511 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 53,938

Change-53,938 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 53,796

Change-53,796 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 53,141

Change-53,141 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 52,797

Change-52,797 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 52,431

Change-52,431 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 51,115

Change-51,115 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 51,108

Change-51,108 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 49,170

Change-49,170 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 42,785

Change-42,785 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 42,434

Change-42,434 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 39,588

Change-39,588 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 38,624

Change-38,624 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 37,255

Change-37,255 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 37,152

Change-37,152 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 36,406

Change-36,406 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 36,359

Change-36,359 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 36,247

Change-36,247 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 36,082

Change-36,082 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 35,537

Change-35,537 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 30,537

Change-30,537 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 28,437

Change-28,437 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 26,968

Change-26,968 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 25,565

Change-25,565 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 25,468

Change-25,468 (-100%)

Value—

Holocene Advisors, LP

N/A

Shares— from 25,017

Change-25,017 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 24,965

Change-24,965 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 24,177

Change-24,177 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 23,797

Change-23,797 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 23,373

Change-23,373 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 22,755

Change-22,755 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,911

Change-21,911 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 21,550

Change-21,550 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 21,418

Change-21,418 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 19,633

Change-19,633 (-100%)

Value—

PMC FIG Opportunities LLC

N/A

Shares— from 18,772

Change-18,772 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 18,530

Change-18,530 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 18,185

Change-18,185 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 18,062

Change-18,062 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 17,868

Change-17,868 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 16,781

Change-16,781 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 16,572

Change-16,572 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 16,204

Change-16,204 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 16,011

Change-16,011 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 15,667

Change-15,667 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 14,917

Change-14,917 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 14,056

Change-14,056 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 13,549

Change-13,549 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 12,900

Change-12,900 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 12,886

Change-12,886 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 12,585

Change-12,585 (-100%)

Value—

Red Door Wealth Management, LLC

N/A

Shares— from 12,550

Change-12,550 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,482

Change-12,482 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 12,410

Change-12,410 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,504

Change-11,504 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 11,390

Change-11,390 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 11,322

Change-11,322 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,294

Change-11,294 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 11,179

Change-11,179 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 10,110

Change-10,110 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 10,079

Change-10,079 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 9,917

Change-9,917 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 9,908

Change-9,908 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 9,718

Change-9,718 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 9,443

Change-9,443 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 9,297

Change-9,297 (-100%)

Value—

Arcus Capital Partners, LLC

N/A

Shares— from 9,217

Change-9,217 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 9,050

Change-9,050 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,810

Change-8,810 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 8,514

Change-8,514 (-100%)

Value—

&partners

N/A

Shares— from 8,471

Change-8,471 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 8,406

Change-8,406 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 8,320

Change-8,320 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

Angel Oak Capital Advisors, LLC

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 7,576

Change-7,576 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 7,320

Change-7,320 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,148

Change-7,148 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 6,961

Change-6,961 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 6,476

Change-6,476 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 6,433

Change-6,433 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 6,416

Change-6,416 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 5,838

Change-5,838 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 5,698

Change-5,698 (-100%)

Value—

Marble Wealth, LLC

N/A

Shares— from 5,510

Change-5,510 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 5,424

Change-5,424 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 5,332

Change-5,332 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 5,025

Change-5,025 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,956

Change-4,956 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,765

Change-4,765 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 4,630

Change-4,630 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,191

Change-4,191 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4,157

Change-4,157 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 4,099

Change-4,099 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 3,812

Change-3,812 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 3,803

Change-3,803 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,790

Change-3,790 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 3,656

Change-3,656 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 3,496

Change-3,496 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 3,389

Change-3,389 (-100%)

Value—

Bank of Nova Scotia Trust Co

N/A

Shares— from 3,258

Change-3,258 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 3,092

Change-3,092 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 2,927

Change-2,927 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 2,681

Change-2,681 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 2,480

Change-2,480 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 2,426

Change-2,426 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,417

Change-2,417 (-100%)

Value—

Resolute Wealth Strategies, LLC

N/A

Shares— from 2,390

Change-2,390 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,154

Change-2,154 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,551

Change-1,551 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,239

Change-1,239 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,093

Change-1,093 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 736

Change-736 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 679

Change-679 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 609

Change-609 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 499

Change-499 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 464

Change-464 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 455

Change-455 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 388

Change-388 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 367

Change-367 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 357

Change-357 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 224

Change-224 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 165

Change-165 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 148

Change-148 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

JDM Financial Group LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Quarry LP

N/A

Shares— from 40

Change-40 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 32

Change-32 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 12

Change-12 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	2,585,168	1,298,464	+1,286,704	+99%	$112.7M	$103.4M	-$9.3M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	2,406,521	1,197,156	+1,209,365	+101%	$103.9M	$96.2M	-$7.6M	2026-11-04
Welch Group, LLC	INCREASED	1,885,113	959,733	+925,380	+96%	$83.3M	$75.4M	-$7.9M	2026-10-29
Principal Financial Group Inc	INCREASED	1,873,332	986,044	+887,288	+90%	$85.5M	$74.9M	-$10.6M	2026-11-02
Copeland Capital Management, LLC	INCREASED	1,436,928	737,503	+699,425	+95%	$64.0M	$57.4M	-$6.5M	2026-10-13
Wasatch Advisors LP	INCREASED	942,343	538,620	+403,723	+75%	$46.7M	$37.7M	-$9.1M	2026-10-13
Bank of New York Mellon Corp	INCREASED	857,000	412,576	+444,424	+108%	$35.8M	$34.3M	-$1.5M	2026-11-05
Fisher Asset Management, LLC	INCREASED	324,424	165,284	+159,140	+96%	$14.3M	$13.0M	-$1.4M	2026-11-06
Mutual of America Capital Management LLC	INCREASED	269,443	135,602	+133,841	+99%	$11.8M	$10.8M	-$991.1K	2026-10-23
ProShare Advisors LLC	INCREASED	241,567	7,463	+234,104	+3137%	$647.4K	$9.7M	+$9.0M	2026-10-29
Creative Planning	INCREASED	182,207	90,559	+91,648	+101%	$7.9M	$7.3M	-$571.4K	2026-11-02
Leavell Investment Management, Inc.	INCREASED	181,747	90,874	+90,873	+100%	$7.9M	$7.3M	-$617.1K	2026-11-09
Deutsche Bank Ag\	INCREASED	147,176	73,928	+73,248	+99%	$6.4M	$5.9M	-$529.2K	2026-11-06
Barclays PLC	INCREASED	141,308	28,005	+113,303	+405%	$2.4M	$5.6M	+$3.2M	2026-11-06
B. Metzler seel. Sohn & Co. AG	INCREASED	134,360	13,886	+120,474	+868%	$1.2M	$5.4M	+$4.2M	2026-10-30
TrueWealth Advisors, LLC	INCREASED	130,926	65,463	+65,463	+100%	$5.7M	$5.2M	-$444.5K	2026-10-09
Savant Capital, LLC	INCREASED	128,717	66,284	+62,433	+94%	$5.3M	$5.1M	-$144.4K	2026-11-06
Peregrine Capital Management LLC	INCREASED	121,747	59,770	+61,977	+104%	$5.2M	$4.9M	-$317.6K	2026-11-09
Wedge Capital Management L L P	INCREASED	99,312	49,957	+49,355	+99%	$4.3M	$4.0M	-$363.3K	2026-10-13
LPL Financial LLC	INCREASED	89,217	44,569	+44,648	+100%	$3.9M	$3.6M	-$299.4K	2026-11-06
Watchman Group, Inc.	INCREASED	70,683	34,939	+35,744	+102%	$3.0M	$2.8M	-$205.1K	2026-10-16
Russell Investments Group, Ltd.	INCREASED	68,827	33,753	+35,074	+104%	$2.9M	$2.8M	-$176.4K	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	67,968	33,969	+33,999	+100%	$2.9M	$2.7M	-$229.5K	2026-11-06
Thrivent Financial for Lutherans	INCREASED	66,639	34,210	+32,429	+95%	$3.0M	$2.7K	-$3.0M	2026-11-05
Squarepoint Ops LLC	INCREASED	66,549	35,681	+30,868	+87%	$3.1M	$2.7M	-$434.7K	2026-11-09
Eubel Brady & Suttman Asset Management Inc	INCREASED	65,900	32,950	+32,950	+100%	$2.9M	$2.6K	-$2.9M	2026-11-04
Regions Financial Corp	INCREASED	58,671	31,341	+27,330	+87%	$2.7M	$2.3M	-$373.2K	2026-11-05
Citigroup Inc	INCREASED	58,041	46,598	+11,443	+25%	$4.0M	$2.3M	-$1.7M	2026-11-04
Illinois Municipal Retirement Fund	INCREASED	52,721	25,807	+26,914	+104%	$2.2M	$2.1M	-$131.0K	2026-11-05
Blue Trust, Inc.	INCREASED	50,110	44,526	+5,584	+13%	$3.9M	$2.0M	-$1.9M	2026-10-15
Level Four Advisory Services, LLC	INCREASED	49,716	24,834	+24,882	+100%	$2.2M	$2.0M	-$166.7K	2026-11-06
Fifth Third Bancorp	INCREASED	48,271	25,272	+22,999	+91%	$2.2M	$1.9M	-$262.5K	2026-11-05
Bank of Montreal	INCREASED	44,943	22,095	+22,848	+103%	$1.9M	$1.8M	-$119.9K	2026-11-09
HB Wealth Management, LLC	INCREASED	43,380	20,952	+22,428	+107%	$1.8M	$1.7M	-$83.3K	2026-10-23
Louisiana State Employees Retirement System	INCREASED	43,300	22,000	+21,300	+97%	$1.9M	$1.7M	-$177.4K	2026-10-20
Avidian Wealth Enterprises, LLC	INCREASED	39,587	19,795	+19,792	+100%	$1.7M	$1.6M	-$134.5K	2026-10-08
State of New Jersey Common Pension Fund D	INCREASED	39,508	19,754	+19,754	+100%	$1.7M	$1.6M	-$134.1K	2026-11-05
Integrity Alliance, Llc.	NEW	36,962	—	+36,962	—	—	$1.5M	—	2026-10-29
Daiwa Securities Group Inc.	INCREASED	36,678	20,438	+16,240	+79%	$1.8M	$1.5M	-$306.6K	2026-10-29
New York State Teachers Retirement System	INCREASED	30,407	14,962	+15,445	+103%	$1.3M	$1.2K	-$1.3M	2026-10-22
Smith Thornton Advisors LLC	INCREASED	30,310	15,155	+15,155	+100%	$1.3M	$1.2M	-$75.2K	2026-10-16
Arizona State Retirement System	INCREASED	29,256	14,329	+14,927	+104%	$1.2M	$1.2M	-$73.4K	2026-11-03
Police & Firemen's Retirement System of New Jersey	INCREASED	29,098	15,486	+13,612	+88%	$1.3M	$1.2M	-$180.1K	2026-11-09
Handelsbanken Fonder AB	INCREASED	26,646	13,323	+13,323	+100%	$1.2K	$1.1K	-$91	2026-11-09
Amalgamated Bank	INCREASED	26,448	13,569	+12,879	+95%	$1.2M	$1.1K	-$1.2M	2026-10-23
Yousif Capital Management, LLC	INCREASED	26,013	13,439	+12,574	+94%	$1.2M	$1.0M	-$125.8K	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	23,955	11,925	+12,030	+101%	$1.0M	$957.7K	-$76.8K	2026-11-03
Oakworth Capital, Inc.	INCREASED	23,233	14,233	+9,000	+63%	$1.2M	$928.9K	-$305.9K	2026-10-26
Oregon Public Employees Retirement Fund	INCREASED	22,764	11,435	+11,329	+99%	$992.0K	$910.1K	-$81.9K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	22,698	7,320	+15,378	+210%	$635.0K	$907.5K	+$272.5K	2026-11-05
Navigate Wealth Management, LLC	INCREASED	21,972	11,774	+10,198	+87%	$1.0M	$843.9K	-$179.7K	2026-10-14
State of Alaska, Department of Revenue	INCREASED	21,329	18,899	+2,430	+13%	$1.6M	$851	-$1.6M	2026-10-15
Wealth Enhancement Advisory Services, LLC	INCREASED	20,883	9,490	+11,393	+120%	$810.0K	$806.1K	-$3.9K	2026-10-13
Harbor Capital Advisors, Inc.	INCREASED	20,711	10,208	+10,503	+103%	$886.0K	$828	-$885.2K	2026-10-22
DekaBank Deutsche Girozentrale	NEW	20,684	—	+20,684	—	—	$825	—	2026-10-27
EverSource Wealth Advisors, LLC	INCREASED	20,266	10,115	+10,151	+100%	$877.5K	$810.2K	-$67.2K	2026-11-04
TD Waterhouse Canada Inc.	INCREASED	19,696	10,621	+9,075	+85%	$944.4K	$782.3K	-$162.0K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	18,673	11,408	+7,265	+64%	$989.6K	$746.6K	-$243.1K	2026-11-02
Fifth Third Wealth Advisors LLC	INCREASED	18,625	9,684	+8,941	+92%	$840.1K	$744.6K	-$95.4K	2026-10-22
Pictet Asset Management Holding SA	INCREASED	18,102	8,470	+9,632	+114%	$734.8K	$723.7K	-$11.1K	2026-11-03
Luken Investment Analytics, LLC	INCREASED	17,702	8,851	+8,851	+100%	$767.8K	$707.7K	-$60.1K	2026-11-06
Sunburst Financial Group, LLC	INCREASED	17,684	8,842	+8,842	+100%	$767.0K	$707.0K	-$60.0K	2026-10-09
Inspire Investing, LLC	INCREASED	15,932	7,787	+8,145	+105%	$675.5K	$637.0K	-$38.6K	2026-10-22
US Bancorp \de\	INCREASED	15,620	7,558	+8,062	+107%	$655.7K	$624.5K	-$31.2K	2026-11-05
BCR Wealth Strategies, LLC	INCREASED	15,522	7,761	+7,761	+100%	$673.0K	$620.6K	-$52.4K	2026-11-06
Lido Advisors, LLC	INCREASED	14,766	6,221	+8,545	+137%	$539.7K	$590.4K	+$50.7K	2026-11-04
State of Wyoming	INCREASED	14,176	2,983	+11,193	+375%	$258.8K	$566.8K	+$308.0K	2026-10-28
Virginia Retirement Systems ET Al	INCREASED	14,100	8,500	+5,600	+66%	$737.4K	$563.7K	-$173.7K	2026-10-28
Atria Investments, Inc	INCREASED	13,368	7,297	+6,071	+83%	$633.0K	$534.5K	-$98.6K	2026-10-15
Firethorn Wealth Partners, LLC	INCREASED	12,388	6,200	+6,188	+100%	$537.8K	$495.3K	-$42.6K	2026-10-14
Clearstead Advisors, LLC	INCREASED	12,211	6,143	+6,068	+99%	$532.9K	$488.2K	-$44.7K	2026-11-06
Montag A & Associates Inc	INCREASED	12,000	6,000	+6,000	+100%	$520.5K	$479.8K	-$40.7K	2026-10-29
Keybank National Association	INCREASED	11,968	6,350	+5,618	+88%	$550.9K	$478.5K	-$72.4K	2026-11-04
Evergreen Capital Management LLC	INCREASED	10,775	5,313	+5,462	+103%	$460.9K	$430.8K	-$30.1K	2026-10-23
Xponance LLC	INCREASED	10,062	5,218	+4,844	+93%	$452.7K	$402.3K	-$50.4K	2026-11-03
Avantax Planning Partners, Inc.	INCREASED	10,000	5,000	+5,000	+100%	$433.8K	$399.8K	-$34.0K	2026-11-03
Abel Hall, LLC	INCREASED	9,946	4,789	+5,157	+108%	$415.4K	$397.6K	-$17.8K	2026-10-19
Bessemer Group Inc	INCREASED	9,938	4,987	+4,951	+99%	$401.0K	$397	-$400.6K	2026-11-09
Strs Ohio	INCREASED	8,900	2,800	+6,100	+218%	$242.9K	$355.8K	+$112.9K	2026-10-30
Quadrant Capital Group LLC	INCREASED	8,749	4,411	+4,338	+98%	$382.7K	$337.4K	-$45.2K	2026-10-20
Arlington Trust Co LLC	INCREASED	8,618	8,100	+518	+6%	$702.7K	$344.5K	-$358.1K	2026-10-20
Sagespring Wealth Partners, LLC	INCREASED	8,366	4,279	+4,087	+96%	$371.2K	$334.5K	-$36.8K	2026-10-22
Butensky & Cohen Financial Security, Inc	INCREASED	7,230	3,615	+3,615	+100%	$313.6K	$289.1K	-$24.5K	2026-10-13
Nykredit A/S	INCREASED	7,148	3,574	+3,574	+100%	$310.0K	$285.8K	-$24.3K	2026-11-06
Merit Financial Group, LLC	INCREASED	7,088	3,049	+4,039	+132%	$264.5K	$283.4K	+$18.9K	2026-11-06
Swiss Life Asset Management Ltd	INCREASED	7,010	3,396	+3,614	+106%	$294.6K	$280.3K	-$14.3K	2026-11-03
Profund Advisors LLC	INCREASED	6,928	3,888	+3,040	+78%	$337.3K	$277.0K	-$60.3K	2026-10-29
Praxis Investment Management Inc	INCREASED	6,668	3,334	+3,334	+100%	$289.0K	$267	-$288.7K	2026-11-03
Amundi	INCREASED	6,420	3,210	+3,210	+100%	$278.5K	$256.7K	-$21.8K	2026-11-06
CIBC Asset Management Inc	INCREASED	6,408	3,189	+3,219	+101%	$276.6K	$256.2K	-$20.5K	2026-11-05
Crossmark Global Holdings, Inc.	INCREASED	6,342	3,262	+3,080	+94%	$283.0K	$253.6K	-$29.4K	2026-10-21
RFG Advisory, LLC	INCREASED	6,257	3,233	+3,024	+94%	$280.4K	$250.2K	-$30.3K	2026-11-03
Fairvoy Private Wealth, LLC	INCREASED	6,200	3,100	+3,100	+100%	$268.9K	$247.9K	-$21.0K	2026-10-19
LifeSteps Financial, Inc.	INCREASED	6,000	3,000	+3,000	+100%	$260.3K	$239.9K	-$20.4K	2026-10-15
Nwam LLC	INCREASED	5,486	2,742	+2,744	+100%	$237.9K	$219.3K	-$18.5K	2026-11-09
Personal CFO Solutions, LLC	INCREASED	5,462	3,028	+2,434	+80%	$262.6K	$218.4K	-$44.3K	2026-11-06
Apollon Wealth Management, LLC	INCREASED	5,392	2,652	+2,740	+103%	$230.1K	$215.6K	-$14.5K	2026-10-23
KBC Group NV	INCREASED	4,270	1,633	+2,637	+161%	$142.0K	$171	-$141.8K	2026-10-22
Gamma Investing LLC	INCREASED	3,438	1,478	+1,960	+133%	$128.2K	$137.5K	+$9.2K	2026-10-08
Sterling Capital Management LLC	INCREASED	3,385	234	+3,151	+1347%	$20.3K	$135.3K	+$115.0K	2026-10-22
Pinnacle Wealth Planning Services, Inc.	INCREASED	3,336	1,668	+1,668	+100%	$144.7K	$133.4K	-$11.3K	2026-10-27
Nisa Investment Advisors, LLC	INCREASED	2,411	1,189	+1,222	+103%	$103.1K	$96.4K	-$6.8K	2026-10-20
Versant Capital Management, Inc	INCREASED	2,248	286	+1,962	+686%	$24.8K	$89.9K	+$65.1K	2026-10-02
Signaturefd, LLC	INCREASED	2,176	1,126	+1,050	+93%	$97.7K	$87.0K	-$10.7K	2026-10-23
Hantz Financial Services, Inc.	INCREASED	2,037	865	+1,172	+135%	$75.0K	$81	-$74.9K	2026-11-09
Geneos Wealth Management Inc.	NEW	1,365	—	+1,365	—	—	$54.6K	—	2026-11-09
Allworth Financial LP	INCREASED	1,261	1,259	+2	+0%	$109.2K	$109.4K	+$173	2026-11-06
Covestor Ltd	INCREASED	1,232	513	+719	+140%	$45	$49	+$4	2026-10-30
Salomon & Ludwin, LLC	INCREASED	1,212	606	+606	+100%	$53.8K	$48.5K	-$5.4K	2026-10-29
First Horizon Corp	INCREASED	984	482	+502	+104%	$41.8K	$39.3K	-$2.5K	2026-10-26
Hilton Head Capital Partners, LLC	INCREASED	982	661	+321	+49%	$57.3K	$39.3K	-$18.1K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	939	490	+449	+92%	$42.5K	$37.5K	-$5.0K	2026-10-08
Root Financial Partners, LLC	NEW	880	—	+880	—	—	$35.2K	—	2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	724	362	+362	+100%	$31.4K	$28.9K	-$2.5K	2026-11-05
UMB Bank, n.a.	INCREASED	649	331	+318	+96%	$28.7K	$25.9K	-$2.8K	2026-11-06
SJS Investment Consulting Inc.	INCREASED	538	80	+458	+573%	$6.9K	$21.5K	+$14.6K	2026-10-26
Larson Financial Group LLC	INCREASED	471	222	+249	+112%	$19.3K	$18.8K	-$428	2026-11-05
IFP Advisors, Inc	INCREASED	412	198	+214	+108%	$17.2K	$16.5K	-$704	2026-10-16
Elyxium Wealth, LLC	NEW	402	—	+402	—	—	$16.1K	—	2026-10-27
Birch Financial Group, LLC	NEW	380	—	+380	—	—	$15.2K	—	2026-10-27
Bare Financial Services, Inc	INCREASED	331	122	+209	+171%	$10.6K	$13.2K	+$2.6K	2026-11-04
Essential Partners LLC	INCREASED	318	159	+159	+100%	$13.8K	$12.7K	-$1.1K	2026-10-14
Parkside Financial Bank & Trust	INCREASED	310	104	+206	+198%	$9.0K	$12.4K	+$3.4K	2026-10-27
Buck Wealth Strategies, LLC	INCREASED	261	130	+131	+101%	$11.3K	$10.4K	-$860	2026-10-28
Jnba Financial Advisors	NEW	236	—	+236	—	—	$9.4K	—	2026-11-03
MassMutual Private Wealth & Trust, FSB	INCREASED	222	130	+92	+71%	$11.3K	$8.9K	-$2.4K	2026-10-05
Wolff Wiese Magana LLC	INCREASED	206	103	+103	+100%	$8.9K	$8.2K	-$700	2026-10-15
WPG Advisers, LLC	INCREASED	200	100	+100	+100%	$8.7K	$8.0K	-$679	2026-10-27
Assetmark, Inc	INCREASED	179	63	+116	+184%	$5.5K	$7.2K	+$1.7K	2026-10-21
Parallel Advisors, LLC	INCREASED	172	86	+86	+100%	$7.5K	$6.9K	-$584	2026-11-03
Pension & Wealth Management Advisors, Inc.	NEW	140	—	+140	—	—	$5.6K	—	2026-10-16
Caitong International Asset Management Co., Ltd	NEW	137	—	+137	—	—	$5.5K	—	2026-10-29
TD Private Client Wealth LLC	INCREASED	128	49	+79	+161%	$4.3K	$5.1K	+$866	2026-10-28
Financial Network Wealth Advisors LLC	INCREASED	119	74	+45	+61%	$6.4K	$4.8K	-$1.7K	2026-10-28
JFS Wealth Advisors, LLC	INCREASED	105	46	+59	+128%	$4.0K	$4.2K	+$207	2026-11-03
Albion Financial Group	INCREASED	102	33	+69	+209%	$2.9K	$4.1K	+$1.2K	2026-10-21
Farmers & Merchants Investments Inc	INCREASED	98	28	+70	+250%	$2.4K	$3.9K	+$1.5K	2026-10-22
Fortitude Family Office, LLC	INCREASED	94	38	+56	+147%	$3.3K	$3.8K	+$461	2026-10-14
Bell Investment Advisors, Inc	INCREASED	86	43	+43	+100%	$3.7K	$3.4K	-$292	2026-10-29
Ascentis Wealth Management, LLC	NEW	79	—	+79	—	—	$3.2K	—	2026-11-03
Atlantic Edge Private Wealth Management, LLC	INCREASED	68	34	+34	+100%	$3.0K	$2.7K	-$231	2026-10-20
Creative Capital Management Investments LLC	INCREASED	66	16	+50	+313%	$1.4K	$2.6K	+$1.3K	2026-10-28
Mather Group, Llc.	NEW	58	—	+58	—	—	$2.3K	—	2026-10-14
Brown, Lisle Ings, Inc.	INCREASED	58	29	+29	+100%	$2.5K	$2.3K	-$197	2026-10-16
Sunrise Financial Services, LLC	INCREASED	50	25	+25	+100%	$2.2K	$2.0K	-$170	2026-10-21
Silver Grove Financial Group, Inc.	INCREASED	50	32	+18	+56%	$2.8K	$2.0K	-$777	2026-11-05
Provenance Wealth Advisors, LLC	NEW	34	—	+34	—	—	$1.4K	—	2026-10-30
Capital Advisors, Ltd. LLC	NEW	25	—	+25	—	—	$1	—	2026-10-27
DiNuzzo Private Wealth, Inc.	INCREASED	24	12	+12	+100%	$1.0K	$960	-$81	2026-10-16
SBI Securities Co., Ltd.	INCREASED	24	12	+12	+100%	$1.0K	$960	-$81	2026-10-22
Valley National Advisers Inc	NEW	22	—	+22	—	—	$880	—	2026-10-23
Bay Harbor Wealth Management, LLC	INCREASED	19	10	+9	+90%	$868	$760	-$108	2026-11-03
Picton Mahoney Asset Management	NEW	16	—	+16	—	—	$639	—	2026-11-09
Gilpin Wealth Management, LLC	INCREASED	16	8	+8	+100%	$694	$640	-$54	2026-10-09
UMB Private Wealth Management, LLC	NEW	10	—	+10	—	—	$400	—	2026-10-19
Financial Consulate, Inc	NEW	8	—	+8	—	—	$320	—	2026-10-23
Davis Capital Management	INCREASED	8	3	+5	+167%	$260	$320	+$60	2026-10-08
James T. Borello RIA	INCREASED	6	4	+2	+50%	$347	$240	-$107	2026-10-16
Maseco LLP	NEW	4	—	+4	—	—	$160	—	2026-10-27
DecisionPoint Financial, LLC	INCREASED	4	1	+3	+300%	$89	$159	+$70	2026-10-27
Hughes Financial Services, LLC	INCREASED	4	2	+2	+100%	$174	$162	-$12	2026-10-30
Manchester Capital Management LLC	NEW	3	—	+3	—	—	$120	—	2026-10-22
Maryland Capital Advisors Inc.	INCREASED	2	1	+1	+100%	$87	$80	-$7	2026-10-15
GHP Investment Advisors, Inc.	INCREASED	2	1	+1	+100%	$87	$80	-$7	2026-10-15
TFC Financial Management, Inc.	INCREASED	2	1	+1	+100%	$87	$80	-$7	2026-10-26
Vest Financial, LLC	CLOSED	0	19,870	-19,870	-100%	$1.7M	$0	-$1.7M	2026-10-21
Park Place Capital Corp	CLOSED	0	15,900	-15,900	-100%	$1.4M	$0	-$1.4M	2026-11-09
Intech Investment Management LLC	CLOSED	0	9,832	-9,832	-100%	$852.9K	$0	-$852.9K	2026-11-09
Alps Advisors Inc	CLOSED	0	6,847	-6,847	-100%	$594.0K	$0	-$594.0K	2026-11-03
Coldstream Capital Management Inc	CLOSED	0	3,712	-3,712	-100%	$322.0K	$0	-$322.0K	2026-11-09
Commonwealth Equity Services, LLC	CLOSED	0	2,642	-2,642	-100%	$229.2K	$0	-$229.2K	2026-11-02
71 West Capital Partners	CLOSED	0	2,390	-2,390	-100%	$207.3K	$0	-$207.3K	2026-11-04
HBK Sorce Advisory LLC	CLOSED	0	2,243	-2,243	-100%	$202.9K	$0	-$202.9K	2026-11-06
Centerpoint Advisors, LLC	CLOSED	0	253	-253	-100%	$22.0K	$0	-$22.0K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	239	-239	-100%	$20.7K	$0	-$20.7K	2026-10-16
MCF Advisors LLC	CLOSED	0	57	-57	-100%	$4.9K	$0	-$4.9K	2026-10-28
Wealth Enhancement Trust Services, Inc.	CLOSED	0	27	-27	-100%	$2.3K	$0	-$2.3K	2026-10-07
CoreCap Advisors, LLC	CLOSED	0	24	-24	-100%	$2.1K	$0	-$2.1K	2026-10-08
Stone House Investment Management, LLC	CLOSED	0	15	-15	-100%	$1.3K	$0	-$1.3K	2026-10-23
Plante Moran Financial Advisors, LLC	CLOSED	0	7	-7	-100%	$607	$0	-$607	2026-11-04
Navigoe, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-11-04
Cullen T Bankers, Inc.	UNCHANGED	0	0	0	—	$3	$3	$0	2026-10-28
BlackRock, Inc.	N/A	—	7,733,810	-7,733,810	-100%	$670.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,437,080	-3,437,080	-100%	$298.2M	—	—	—
State Street Corp	N/A	—	2,650,366	-2,650,366	-100%	$229.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,320,653	-2,320,653	-100%	$201.3M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	1,075,666	-1,075,666	-100%	$93.3M	—	—	—
JPMorgan Chase & Co	N/A	—	1,019,555	-1,019,555	-100%	$89.1M	—	—	—
Davis Asset Management, L.P.	N/A	—	910,376	-910,376	-100%	$79.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	884,393	-884,393	-100%	$76.7M	—	—	—
Victory Capital Management Inc	N/A	—	846,160	-846,160	-100%	$73.4M	—	—	—
Northern Trust Corp	N/A	—	671,061	-671,061	-100%	$58.2M	—	—	—
Norges Bank	N/A	—	652,928	-652,928	-100%	$56.6M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	586,868	-586,868	-100%	$50.9M	—	—	—
Morgan Stanley	N/A	—	577,649	-577,649	-100%	$50.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	573,221	-573,221	-100%	$49.7M	—	—	—
Bragg Financial Advisors, Inc	N/A	—	519,730	-519,730	-100%	$45.1M	—	—	—
1832 Asset Management L.P.	N/A	—	430,235	-430,235	-100%	$37.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	362,963	-362,963	-100%	$31.5M	—	—	—
Raymond James Financial Inc	N/A	—	306,346	-306,346	-100%	$26.6M	—	—	—
First Trust Advisors LP	N/A	—	305,031	-305,031	-100%	$26.5M	—	—	—
AQR Capital Management LLC	N/A	—	293,592	-293,592	-100%	$25.5M	—	—	—
Wells Fargo & Company	N/A	—	286,557	-286,557	-100%	$24.9M	—	—	—
Nuveen, LLC	N/A	—	274,495	-274,495	-100%	$23.8M	—	—	—
Bank of America Corp	N/A	—	272,023	-272,023	-100%	$23.6M	—	—	—
Walleye Capital LLC	N/A	—	267,292	-267,292	-100%	$23.2M	—	—	—
American Century Companies Inc	N/A	—	244,419	-244,419	-100%	$21.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	205,188	-205,188	-100%	$17.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	203,011	-203,011	-100%	$17.6M	—	—	—
Loomis Sayles & Co L P	N/A	—	176,919	-176,919	-100%	$15.3M	—	—	—
Public Sector Pension Investment Board	N/A	—	172,755	-172,755	-100%	$15.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	152,464	-152,464	-100%	$13.2M	—	—	—
SEI Investments Co	N/A	—	142,209	-142,209	-100%	$12.3M	—	—	—
Waverly Advisors, LLC	N/A	—	136,457	-136,457	-100%	$11.8M	—	—	—
Jupiter Topco LLC	N/A	—	131,915	-131,915	-100%	$11.4M	—	—	—
Rhumbline Advisers	N/A	—	122,870	-122,870	-100%	$10.7M	—	—	—
Legal & General Group Plc	N/A	—	115,173	-115,173	-100%	$10.0M	—	—	—
Jacobs Asset Management, LLC	N/A	—	115,000	-115,000	-100%	$10.0M	—	—	—
Invesco Ltd.	N/A	—	111,249	-111,249	-100%	$9.7M	—	—	—
Ameriprise Financial Inc	N/A	—	109,392	-109,392	-100%	$9.5M	—	—	—
Citadel Advisors LLC	N/A	—	105,917	-105,917	-100%	$9.2M	—	—	—
Swiss National Bank	N/A	—	104,268	-104,268	-100%	$9.0M	—	—	—
UBS Group AG	N/A	—	99,748	-99,748	-100%	$8.7M	—	—	—
Stifel Financial Corp	N/A	—	94,398	-94,398	-100%	$8.2M	—	—	—
California Public Employees Retirement System	N/A	—	90,945	-90,945	-100%	$7.9M	—	—	—
UBS Asset Management Americas LLC	N/A	—	90,632	-90,632	-100%	$7.9M	—	—	—
Brevan Howard Capital Management LP	N/A	—	86,044	-86,044	-100%	$7.5M	—	—	—
Mitchell Mcleod Pugh & Williams Inc	N/A	—	78,083	-78,083	-100%	$6.8M	—	—	—
Federated Hermes, Inc.	N/A	—	72,451	-72,451	-100%	$6.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	71,283	-71,283	-100%	$6.2M	—	—	—
Alliancebernstein L.P.	N/A	—	68,802	-68,802	-100%	$5.0M	—	—	—
Algert Global LLC	N/A	—	64,203	-64,203	-100%	$5.6M	—	—	—
California State Teachers Retirement System	N/A	—	59,511	-59,511	-100%	$5.2M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	53,938	-53,938	-100%	$4.7M	—	—	—
SG Americas Securities, LLC	N/A	—	53,796	-53,796	-100%	$4.7M	—	—	—
Prudential Financial Inc	N/A	—	53,141	-53,141	-100%	$4.6M	—	—	—
Edgestream Partners, L.P.	N/A	—	52,797	-52,797	-100%	$4.6M	—	—	—
Kennedy Capital Management LLC	N/A	—	52,431	-52,431	-100%	$4.5M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	51,115	-51,115	-100%	$4.4M	—	—	—
Arkadios Wealth Advisors	N/A	—	51,108	-51,108	-100%	$4.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	49,170	-49,170	-100%	$4.3M	—	—	—
Canada Life Assurance Co	N/A	—	42,785	-42,785	-100%	$3.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	42,434	-42,434	-100%	$3.7M	—	—	—
Royal Bank of Canada	N/A	—	39,588	-39,588	-100%	$3.4M	—	—	—
Engineers Gate Manager LP	N/A	—	38,624	-38,624	-100%	$3.4M	—	—	—
Dark Forest Capital Management LP	N/A	—	37,255	-37,255	-100%	$3.2M	—	—	—
HighTower Advisors, LLC	N/A	—	37,152	-37,152	-100%	$3.2M	—	—	—
XTX Topco Ltd	N/A	—	36,406	-36,406	-100%	$3.2M	—	—	—
Boothbay Fund Management, LLC	N/A	—	36,359	-36,359	-100%	$3.2M	—	—	—
Cetera Investment Advisers	N/A	—	36,247	-36,247	-100%	$3.1M	—	—	—
Odyssean, LLC	N/A	—	36,082	-36,082	-100%	$3.1M	—	—	—
Tudor Investment Corp ET AL	N/A	—	35,537	-35,537	-100%	$3.1M	—	—	—
MetLife Investment Management, LLC	N/A	—	30,537	-30,537	-100%	$2.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	28,437	-28,437	-100%	$2.5M	—	—	—
HRT Financial LP	N/A	—	26,968	-26,968	-100%	$2.3M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	26,000	-26,000	-100%	$2.3M	—	—	—
HHM Wealth Advisors, LLC	N/A	—	25,565	-25,565	-100%	$2.2M	—	—	—
Quantinno Capital Management LP	N/A	—	25,468	-25,468	-100%	$2.2M	—	—	—
Holocene Advisors, LP	N/A	—	25,017	-25,017	-100%	$2.2M	—	—	—
Natixis Advisors, LLC	N/A	—	24,965	-24,965	-100%	$2.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	24,177	-24,177	-100%	$2.1M	—	—	—
Mariner, LLC	N/A	—	23,797	-23,797	-100%	$2.1M	—	—	—
Rafferty Asset Management, LLC	N/A	—	23,373	-23,373	-100%	$2.0M	—	—	—
GSA Capital Partners LLP	N/A	—	22,755	-22,755	-100%	$2.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	21,911	-21,911	-100%	$1.9M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	21,550	-21,550	-100%	$1.9M	—	—	—
Captrust Financial Advisors	N/A	—	21,418	-21,418	-100%	$1.9M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	19,633	-19,633	-100%	$1.7M	—	—	—
PMC FIG Opportunities LLC	N/A	—	18,772	-18,772	-100%	$1.6M	—	—	—
New York State Common Retirement Fund	N/A	—	18,530	-18,530	-100%	$1.6M	—	—	—
M&T Bank Corp	N/A	—	18,185	-18,185	-100%	$1.6M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	18,062	-18,062	-100%	$1.6M	—	—	—
Millennium Management LLC	N/A	—	17,868	-17,868	-100%	$1.6M	—	—	—
Keel Point, LLC	N/A	—	16,781	-16,781	-100%	$1.5M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	16,572	-16,572	-100%	$1.4M	—	—	—
Winton Group Ltd	N/A	—	16,204	-16,204	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	16,011	-16,011	-100%	$1.4M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	15,667	-15,667	-100%	$1.4M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	14,917	-14,917	-100%	$1.3M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	14,056	-14,056	-100%	$1.2M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	13,549	-13,549	-100%	$1.2M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	12,900	-12,900	-100%	$1.1M	—	—	—
Atom Investors LP	N/A	—	12,886	-12,886	-100%	$1.1M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	12,585	-12,585	-100%	$1.1M	—	—	—
Red Door Wealth Management, LLC	N/A	—	12,550	-12,550	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,482	-12,482	-100%	$1.1M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	12,410	-12,410	-100%	$1.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	11,504	-11,504	-100%	$998.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	11,390	-11,390	-100%	$988.1K	—	—	—
EntryPoint Capital, LLC	N/A	—	11,322	-11,322	-100%	$982.2K	—	—	—
Cerity Partners LLC	N/A	—	11,294	-11,294	-100%	$979.8K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	11,179	-11,179	-100%	$969.8K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	10,110	-10,110	-100%	$877.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	10,079	-10,079	-100%	$874.4K	—	—	—
Voya Investment Management LLC	N/A	—	9,917	-9,917	-100%	$860.3K	—	—	—
Everstar Asset Management, LLC	N/A	—	9,908	-9,908	-100%	$859.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	9,718	-9,718	-100%	$843.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	9,443	-9,443	-100%	$818.8K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	9,297	-9,297	-100%	$806.5K	—	—	—
Arcus Capital Partners, LLC	N/A	—	9,217	-9,217	-100%	$799.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	9,050	-9,050	-100%	$785.1K	—	—	—
FMR LLC	N/A	—	8,810	-8,810	-100%	$764.3K	—	—	—
Aviso Financial Inc.	N/A	—	8,514	-8,514	-100%	$738.6K	—	—	—
&partners	N/A	—	8,471	-8,471	-100%	$734.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	8,406	-8,406	-100%	$729.0K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	8,320	-8,320	-100%	$721.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	8,073	-8,073	-100%	$700.3K	—	—	—
Angel Oak Capital Advisors, LLC	N/A	—	8,000	-8,000	-100%	$694.0K	—	—	—
IEQ Capital, LLC	N/A	—	7,576	-7,576	-100%	$657.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	7,320	-7,320	-100%	$635.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,148	-7,148	-100%	$632.7K	—	—	—
State of Wisconsin Investment Board	N/A	—	6,961	-6,961	-100%	$603.9K	—	—	—
Fiduciary Trust Co	N/A	—	6,476	-6,476	-100%	$561.8K	—	—	—
Callan Family Office, LLC	N/A	—	6,433	-6,433	-100%	$558.1K	—	—	—
TD Asset Management Inc	N/A	—	6,416	-6,416	-100%	$556.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	5,838	-5,838	-100%	$506.4K	—	—	—
Freestone Grove Partners LP	N/A	—	5,698	-5,698	-100%	$494.3K	—	—	—
Marble Wealth, LLC	N/A	—	5,510	-5,510	-100%	$478.0K	—	—	—
Voloridge Investment Management, LLC	N/A	—	5,424	-5,424	-100%	$470.5K	—	—	—
Independent Advisor Alliance	N/A	—	5,332	-5,332	-100%	$462.5K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	5,025	-5,025	-100%	$435.9K	—	—	—
Focus Partners Wealth	N/A	—	4,956	-4,956	-100%	$430.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,765	-4,765	-100%	$413.4K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	4,630	-4,630	-100%	$401.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,191	-4,191	-100%	$363.6K	—	—	—
AE Wealth Management LLC	N/A	—	4,157	-4,157	-100%	$360.8K	—	—	—
Entropy Technologies, LP	N/A	—	4,099	-4,099	-100%	$355.6K	—	—	—
DRW Securities, LLC	N/A	—	3,812	-3,812	-100%	$330.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	3,803	-3,803	-100%	$330.0K	—	—	—
Jane Street Group, LLC	N/A	—	3,790	-3,790	-100%	$328.8K	—	—	—
Graham Capital Management, L.P.	N/A	—	3,656	-3,656	-100%	$317.2K	—	—	—
Snowden Capital Advisors LLC	N/A	—	3,496	-3,496	-100%	$303.3K	—	—	—
Franklin Resources Inc	N/A	—	3,389	-3,389	-100%	$294.0K	—	—	—
Bank of Nova Scotia Trust Co	N/A	—	3,258	-3,258	-100%	$282.6K	—	—	—
Ensign Peak Advisors, Inc	N/A	—	3,092	-3,092	-100%	$268.2K	—	—	—
QRG Capital Management, Inc.	N/A	—	2,927	-2,927	-100%	$253.9K	—	—	—
Vident Advisory, LLC	N/A	—	2,681	-2,681	-100%	$232.6K	—	—	—
Advisors Capital Management, LLC	N/A	—	2,480	-2,480	-100%	$215.1K	—	—	—
Summit Financial, LLC	N/A	—	2,426	-2,426	-100%	$210.5K	—	—	—
DnB Asset Management AS	N/A	—	2,417	-2,417	-100%	$209.7K	—	—	—
Resolute Wealth Strategies, LLC	N/A	—	2,390	-2,390	-100%	$207.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,154	-2,154	-100%	$186.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,551	-1,551	-100%	$134.5K	—	—	—
Arax Advisory Partners	N/A	—	1,239	-1,239	-100%	$107.5K	—	—	—
Quantbot Technologies LP	N/A	—	1,093	-1,093	-100%	$94.8K	—	—	—
National Bank of Canada	N/A	—	736	-736	-100%	$63.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	679	-679	-100%	$59.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	609	-609	-100%	$53.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	499	-499	-100%	$43.3K	—	—	—
Optiver Holding B.V.	N/A	—	464	-464	-100%	$40.3K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	455	-455	-100%	$39.5K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	388	-388	-100%	$33.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	367	-367	-100%	$31.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	357	-357	-100%	$31.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	224	-224	-100%	$19.3K	—	—	—
Rothschild Investment LLC	N/A	—	165	-165	-100%	$14.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	148	-148	-100%	$12.8K	—	—	—
Caitlin John, LLC	N/A	—	100	-100	-100%	$8.7K	—	—	—
CVA Family Office, LLC	N/A	—	83	-83	-100%	$7.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	70	-70	-100%	$6.1K	—	—	—
Purpose Unlimited Inc.	N/A	—	50	-50	-100%	$4.4K	—	—	—
JDM Financial Group LLC	N/A	—	50	-50	-100%	$4.3K	—	—	—
Quarry LP	N/A	—	40	-40	-100%	$3.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	32	-32	-100%	$2.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	26	-26	-100%	$2.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	24	-24	-100%	$2.1K	—	—	—
FWL Investment Management, LLC	N/A	—	19	-19	-100%	$1.6K	—	—	—
Huntington National Bank	N/A	—	12	-12	-100%	$1.0K	—	—	—
HFM Investment Advisors, LLC	N/A	—	9	-9	-100%	$781	—	—	—
Kilter Group LLC	N/A	—	8	-8	-100%	$694	—	—	—
Ankerstar Wealth, LLC	N/A	—	8	-8	-100%	$694	—	—	—
LRI Investments, LLC	N/A	—	6	-6	-100%	$521	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$434	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	4	-4	-100%	$347	—	—	—
Raffa Wealth Management, LLC	N/A	—	1	-1	-100%	$87	—	—	—
Dunhill Financial, LLC	N/A	—	1	-1	-100%	$97	—	—	—

Showing 376 of 376 institutions