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Silicon Motion Technol (SIMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Reinhart Partners, Llc.
DECREASED
Shares919,626 from 966,060
Change-46,434 (-5%)
Value$257.5M (-$64.5M)
Filed 2026-10-09
Bahl & Gaynor LLC
INCREASED
Shares541,907 from 453,307
Change+88,600 (+20%)
Value$151.7M (+$633.1K)
Filed 2026-11-05
Aberdeen Group plc
INCREASED
Shares489,599 from 1,426
Change+488,173 (+34234%)
Value$98.3M (+$97.8M)
Filed 2026-11-06
Schwartz Investment Counsel Inc
INCREASED
Shares401,300 from 270,000
Change+131,300 (+49%)
Value$112.4M (+$22.4M)
Filed 2026-10-26
Robeco Institutional Asset Management B.V.
INCREASED
Shares307,570 from 299,699
Change+7,871 (+3%)
Value$86.1M (-$13.8M)
Filed 2026-10-20
Russell Investments Group, Ltd.
INCREASED
Shares259,378 from 200,346
Change+59,032 (+29%)
Value$72.2M (+$5.6M)
Filed 2026-11-06
Aigh Capital Management LLC
INCREASED
Shares164,000 from 144,000
Change+20,000 (+14%)
Value$45.9M (-$2.1M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares115,481 from 70,280
Change+45,201 (+64%)
Value$32.3M (+$8.9M)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares108,347
Change+108,347
Value$30.3M
Filed 2026-11-05
FengHe Fund Management Pte. Ltd.
DECREASED
Shares91,316 from 181,482
Change-90,166 (-50%)
Value$25.6M (-$34.9M)
Filed 2026-11-02
Pembroke Management, LTD
NEW
Shares67,329
Change+67,329
Value$18.9M
Filed 2026-10-21
Geode Capital Management, LLC
DECREASED
Shares51,641 from 52,011
Change-370 (-1%)
Value$14.5M (-$2.9M)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares42,436 from 42,995
Change-559 (-1%)
Value$11.9K (-$14.3M)
Filed 2026-10-22
Unicom Systems, Inc.
UNCHANGED
Shares41,200 from 41,200
Change0 (0%)
Value$11.5M (-$2.2M)
Filed 2026-10-13
AGF Management LTD
NEW
Shares36,542
Change+36,542
Value$10.2M
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares32,599 from 30,687
Change+1,912 (+6%)
Value$9.1M (-$1.1M)
Filed 2026-11-06
SG Capital Management LLC
DECREASED
Shares31,564 from 66,027
Change-34,463 (-52%)
Value$8.8M (-$13.2M)
Filed 2026-11-06
Calamos Advisors LLC
DECREASED
Shares28,686 from 32,260
Change-3,574 (-11%)
Value$8.0M (-$2.7M)
Filed 2026-11-02
Skylands Capital, LLC
DECREASED
Shares26,314 from 34,214
Change-7,900 (-23%)
Value$7.4M (-$4.0M)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares26,286 from 21
Change+26,265 (+125071%)
Value$7.4M (+$7.4M)
Filed 2026-11-06
Kornitzer Capital Management Inc
DECREASED
Shares26,050 from 42,985
Change-16,935 (-39%)
Value$7.3M (-$7.0M)
Filed 2026-11-03
Moody National Bank Trust Division
INCREASED
Shares24,554 from 21,150
Change+3,404 (+16%)
Value$6.9M (-$174.8K)
Filed 2026-10-06
MacKenzie Financial Corp
INCREASED
Shares22,637 from 5,660
Change+16,977 (+300%)
Value$6.3M (+$4.5M)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares21,805 from 21,079
Change+726 (+3%)
Value$4.8M (-$390.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares21,805 from 21,079
Change+726 (+3%)
Value$4.8M (-$390.8K)
Filed 2026-10-20
Shariaportfolio, Inc.
NEW
Shares21,129
Change+21,129
Value$5.9M
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares20,682 from 17,710
Change+2,972 (+17%)
Value$5.8M (-$112.3K)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
NEW
Shares19,018
Change+19,018
Value$5.3M
Filed 2026-11-05
Naples Global Advisors, LLC
DECREASED
Shares15,982 from 16,765
Change-783 (-5%)
Value$4.5M (-$1.1M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares14,903
Change+14,903
Value$4.2M
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares14,418 from 14,501
Change-83 (-1%)
Value$3.6M (-$1.3M)
Filed 2026-10-20
Fulcrum Asset Management LLP
INCREASED
Shares12,180 from 4,018
Change+8,162 (+203%)
Value$3.4M (+$2.0M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares11,102 from 13,540
Change-2,438 (-18%)
Value$3.1M (-$1.4M)
Filed 2026-11-06
Tealwood Asset Management Inc
DECREASED
Shares11,017 from 11,259
Change-242 (-2%)
Value$3.1K (-$668)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares10,894 from 8,909
Change+1,985 (+22%)
Value$3.1M (+$80.7K)
Filed 2026-10-30
Lisanti Capital Growth, LLC
DECREASED
Shares9,740 from 19,600
Change-9,860 (-50%)
Value$2.7M (-$3.8M)
Filed 2026-11-05
Mirador Capital Partners LP
INCREASED
Shares9,268 from 8,724
Change+544 (+6%)
Value$2.6M (-$312.9K)
Filed 2026-10-09
University of Texas S AM Investment Management Co
NEW
Shares8,875
Change+8,875
Value$2.5M
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares8,066 from 3,744
Change+4,322 (+115%)
Value$2.3M (+$1.0M)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares8,015
Change+8,015
Value$2.2M
Filed 2026-10-30
CenterBook Partners LP
INCREASED
Shares7,930 from 6,569
Change+1,361 (+21%)
Value$2.2M (+$30.8K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares7,576 from 4,841
Change+2,735 (+57%)
Value$2.1M (+$507.6K)
Filed 2026-11-04
Warm Springs Advisors Inc.
NEW
Shares7,575
Change+7,575
Value$2.1M
Filed 2026-10-28
State of Wyoming
DECREASED
Shares7,360 from 8,064
Change-704 (-9%)
Value$2.1M (-$627.2K)
Filed 2026-10-28
Oppenheimer Asset Management Inc.
DECREASED
Shares7,182 from 8,797
Change-1,615 (-18%)
Value$2.0M (-$921.3K)
Filed 2026-10-27
Diversified Trust Co
DECREASED
Shares6,424 from 7,220
Change-796 (-11%)
Value$1.8M (-$607.9K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares5,464 from 5,588
Change-124 (-2%)
Value$1.5M (-$332.7K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares5,213 from 8,976
Change-3,763 (-42%)
Value$1.5M (-$1.5M)
Filed 2026-11-02
Aviso Wealth Management
INCREASED
Shares5,139 from 5,138
Change+1 (+0%)
Value$1.4M (-$274.1K)
Filed 2026-11-04
Hardy Reed LLC
INCREASED
Shares5,035 from 5,010
Change+25 (+1%)
Value$1.4M (-$260.2K)
Filed 2026-11-06
Independent Financial Group, LLC
NEW
Shares4,832
Change+4,832
Value$1.4M
Filed 2026-10-13
Amundi
NEW
Shares4,820
Change+4,820
Value$1.3M
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED
Shares4,715 from 4,496
Change+219 (+5%)
Value$1.3M (-$178.5K)
Filed 2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
UNCHANGED
Shares4,684 from 4,684
Change0 (0%)
Value$1.3M (-$249.8K)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares4,680 from 2,050
Change+2,630 (+128%)
Value$1.3M (+$627.1K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares4,511 from 3,743
Change+768 (+21%)
Value$1.3K (-$1.2M)
Filed 2026-11-02
West Tower Group, LLC
INCREASED
Shares4,227 from 3,800
Change+427 (+11%)
Value$1.2M (-$83.1K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares4,151 from 3,856
Change+295 (+8%)
Value$1.2M (-$123.1K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares4,076 from 3,884
Change+192 (+5%)
Value$1.1M (-$153.2K)
Filed 2026-10-15
Henry James International Management Inc.
DECREASED
Shares3,947 from 4,442
Change-495 (-11%)
Value$1.1M (-$375.5K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares3,938 from 4,508
Change-570 (-13%)
Value$1.1K (-$1.5M)
Filed 2026-10-22
Global Trust Asset Management, LLC
DECREASED
Shares3,842 from 4,255
Change-413 (-10%)
Value$1.1M (-$342.5K)
Filed 2026-10-19
Tuttle Capital Management, LLC
DECREASED
Shares3,816 from 6,310
Change-2,494 (-40%)
Value$1.1M (-$1.0M)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares3,491 from 4,856
Change-1,365 (-28%)
Value$977.5K (-$641.2K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
NEW
Shares3,115
Change+3,115
Value$872.2K
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$840.1K (-$160.0K)
Filed 2026-10-14
FNY Investment Advisers, LLC
DECREASED
Shares2,992 from 3,658
Change-666 (-18%)
Value$837 (-$382)
Filed 2026-10-16
ABN Amro Investment Solutions
DECREASED
Shares2,949 from 36,600
Change-33,651 (-92%)
Value$825.7K (-$11.4M)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares2,680 from 7
Change+2,673 (+38186%)
Value$750.4K (+$748.1K)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares2,598 from 1,858
Change+740 (+40%)
Value$727.4K (+$108.1K)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares2,388 from 2,776
Change-388 (-14%)
Value$668.6K (-$256.7K)
Filed 2026-10-21
Simplex Trading, LLC
NEW
Shares2,369
Change+2,369
Value$663.3K
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$644.0K (-$122.7K)
Filed 2026-10-27
Savant Capital, LLC
DECREASED
Shares2,283 from 2,472
Change-189 (-8%)
Value$639.3K (+$6.2K)
Filed 2026-11-06
Juncture Wealth Strategies, LLC
DECREASED
Shares2,276 from 2,418
Change-142 (-6%)
Value$637.3K (-$168.7K)
Filed 2026-10-06
Elevation Point Wealth Partners, LLC
DECREASED
Shares2,167 from 3,170
Change-1,003 (-32%)
Value$606.8K (-$449.8K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares2,046 from 1,613
Change+433 (+27%)
Value$572.9K (+$35.2K)
Filed 2026-11-04
Penn Capital Management Company, LLC
INCREASED
Shares2,027 from 1,714
Change+313 (+18%)
Value$567.6K (-$3.8K)
Filed 2026-11-04
IPG Investment Advisors LLC
NEW
Shares2,000
Change+2,000
Value$560.0K
Filed 2026-10-30
SeaCrest Wealth Management, LLC
DECREASED
Shares2,000 from 2,295
Change-295 (-13%)
Value$560.0K (-$205.0K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares1,848 from 1,616
Change+232 (+14%)
Value$517.4K (-$21.1K)
Filed 2026-11-02
Ritholtz Wealth Management
NEW
Shares1,744
Change+1,744
Value$488.3K
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares1,615 from 740
Change+875 (+118%)
Value$452.2K (+$205.5K)
Filed 2026-11-05
Diversified Management Inc
NEW
Shares1,514
Change+1,514
Value$423.9K
Filed 2026-10-08
Signaturefd, LLC
DECREASED
Shares1,450 from 1,545
Change-95 (-6%)
Value$406.0K (-$109.0K)
Filed 2026-10-23
Confluence Investment Management LLC
NEW
Shares1,439
Change+1,439
Value$402.9K
Filed 2026-10-01
Gamma Investing LLC
INCREASED
Shares1,334 from 1,142
Change+192 (+17%)
Value$373.5K (-$7.1K)
Filed 2026-10-08
Integrity Alliance, Llc.
NEW
Shares1,284
Change+1,284
Value$359.5K
Filed 2026-10-29
Covestor Ltd
INCREASED
Shares1,243 from 927
Change+316 (+34%)
Value$348 (-$308.7K)
Filed 2026-10-30
SmartHarvest Portfolios, LLC
INCREASED
Shares1,171 from 617
Change+554 (+90%)
Value$327.9K (+$122.2K)
Filed 2026-10-26
Cypress Capital Group
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$324.8K (-$61.9K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares1,159 from 1,275
Change-116 (-9%)
Value$324.5K (-$100.5K)
Filed 2026-11-03
Collaborative Fund Advisors, LLC
DECREASED
Shares1,149 from 2,804
Change-1,655 (-59%)
Value$321.7K (-$612.9K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares1,146 from 1,219
Change-73 (-6%)
Value$321.0K (-$85.4K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares1,125 from 1,225
Change-100 (-8%)
Value$315.0K (-$93.3K)
Filed 2026-10-29
Rose Capital Advisors LLC
NEW
Shares1,082
Change+1,082
Value$303.0K
Filed 2026-11-04
Colonial River Investments, LLC
INCREASED
Shares1,055 from 884
Change+171 (+19%)
Value$295.4K (+$736)
Filed 2026-10-19
Levin Capital Strategies, L.P.
DECREASED
Shares1,052 from 1,571
Change-519 (-33%)
Value$294.7K (-$228.9K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
DECREASED
Shares1,046 from 1,448
Change-402 (-28%)
Value$292.9K (-$189.8K)
Filed 2026-10-07
Greenleaf Trust
INCREASED
Shares1,025 from 950
Change+75 (+8%)
Value$287.0K (-$29.7K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares1,003 from 1,001
Change+2 (+0%)
Value$247.4K (-$79.3K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$280.0K (-$53.3K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares993 from 975
Change+18 (+2%)
Value$278 (-$324.7K)
Filed 2026-10-26
Ascent Group, LLC
NEW
Shares989
Change+989
Value$276.9K
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares987 from 1,006
Change-19 (-2%)
Value$276.4K (-$59.0K)
Filed 2026-10-23
T3 Companies, LLC
NEW
Shares984
Change+984
Value$275.5K
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares984 from 937
Change+47 (+5%)
Value$275.5K (-$36.8K)
Filed 2026-11-06
Wealth Architects, LLC
DECREASED
Shares946 from 988
Change-42 (-4%)
Value$264.9K (-$64.5K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares930 from 2,794
Change-1,864 (-67%)
Value$260.4K (-$670.9K)
Filed 2026-10-29
Foster Group, Inc.
DECREASED
Shares897 from 921
Change-24 (-3%)
Value$251.2K (-$55.8K)
Filed 2026-10-13
WoodTrust Financial Corp
NEW
Shares885
Change+885
Value$248
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
NEW
Shares867
Change+867
Value$227.0K
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
DECREASED
Shares867 from 990
Change-123 (-12%)
Value$163.0K (-$167.0K)
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares864
Change+864
Value$235.3K
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares854 from 834
Change+20 (+2%)
Value$284.7K (+$6.7K)
Filed 2026-11-06
Gordian Advisors LLC
DECREASED
Shares833 from 1,000
Change-167 (-17%)
Value$233.2K (-$100.1K)
Filed 2026-10-30
Left Brain Wealth Management, LLC
DECREASED
Shares820 from 1,570
Change-750 (-48%)
Value$229.6K (-$293.7K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
NEW
Shares813
Change+813
Value$227.6K
Filed 2026-11-06
Financial Enhancement Group LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$228.6K (-$38.0K)
Filed 2026-10-08
Westco Advisory Services Inc
NEW
Shares785
Change+785
Value$219.8K
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares766 from 745
Change+21 (+3%)
Value$214.6K (-$33.9K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares753 from 417
Change+336 (+81%)
Value$211.0K (+$72.0K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
NEW
Shares743
Change+743
Value$207.9K
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares743 from 4,366
Change-3,623 (-83%)
Value$208.0K (-$1.2M)
Filed 2026-11-05
Stronghold Wealth Management L.L.C.
INCREASED
Shares740 from 628
Change+112 (+18%)
Value$207.2K (-$2.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares667 from 486
Change+181 (+37%)
Value$186.8K (+$24.8K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares658 from 493
Change+165 (+33%)
Value$184.2K (+$19.9K)
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares604 from 809
Change-205 (-25%)
Value$169.1K (-$100.5K)
Filed 2026-10-28
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares558 from 200
Change+358 (+179%)
Value$156.2K (+$89.6K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
DECREASED
Shares516 from 564
Change-48 (-9%)
Value$141.7K (-$37.0K)
Filed 2026-10-16
Daiwa Securities Group Inc.
NEW
Shares500
Change+500
Value$140.0K
Filed 2026-10-29
Westside Investment Management, Inc.
INCREASED
Shares479 from 435
Change+44 (+10%)
Value$134.2K (-$10.8K)
Filed 2026-11-02
Gen-Wealth Partners Inc
INCREASED
Shares478 from 174
Change+304 (+175%)
Value$133.8K (+$75.8K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$84.0K (-$16.0K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares266 from 426
Change-160 (-38%)
Value$74.5K (-$67.5K)
Filed 2026-10-22
Financial Consulate, Inc
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$71.1K (-$13.5K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
NEW
Shares207
Change+207
Value$58.0K
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares197 from 618
Change-421 (-68%)
Value$55.0K (-$150.8K)
Filed 2026-10-15
Exchange Traded Concepts, LLC
DECREASED
Shares197 from 253
Change-56 (-22%)
Value$55.2K (-$29.2K)
Filed 2026-10-28
Rakuten Securities, Inc.
DECREASED
Shares132 from 142
Change-10 (-7%)
Value$37.0K (-$10.4K)
Filed 2026-11-02
Leonteq Securities AG
NEW
Shares100
Change+100
Value$28.0K
Filed 2026-10-29
Nisa Investment Advisors, LLC
INCREASED
Shares95 from 94
Change+1 (+1%)
Value$26.6K (-$4.7K)
Filed 2026-10-20
Bell Investment Advisors, Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$26.6K (-$5.1K)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$23.8K (-$4.5K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares73 from 49
Change+24 (+49%)
Value$20.4K (+$4.1K)
Filed 2026-10-14
Birch Financial Group, LLC
NEW
Shares69
Change+69
Value$19.4K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares66 from 27
Change+39 (+144%)
Value$18.5K (+$9.5K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$17.9K (-$3.4K)
Filed 2026-11-02
Bayforest Capital Ltd
NEW
Shares58
Change+58
Value$16.2K
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$15.4K (-$2.9K)
Filed 2026-10-07
Lanark Financial, Inc.
NEW
Shares50
Change+50
Value$14.0K
Filed 2026-10-26
Gleason Group, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.2K (-$1.8K)
Filed 2026-10-15
J.Safra Asset Management Corp
INCREASED
Shares32 from 23
Change+9 (+39%)
Value$9.0K (+$1.3K)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.0K (-$1.3K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares24 from 44
Change-20 (-45%)
Value$6.7K (-$7.9K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6.2K (-$1.2K)
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$5.9K (-$1.1K)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares20
Change+20
Value$5.6K
Filed 2026-10-09
Abound Wealth Management
NEW
Shares18
Change+18
Value$5.0K
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares13
Change+13
Value$3.6K
Filed 2026-10-30
Entrust Financial LLC
NEW
Shares12
Change+12
Value$3.4K
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares12 from 11
Change+1 (+9%)
Value$3.4K (-$307)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.0K (-$374)
Filed 2026-10-09
Rossby Financial, LCC
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$1.4K (-$600)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
NEW
Shares3
Change+3
Value$840
Filed 2026-10-28
Proathlete Wealth Management LLC
NEW
Shares1
Change+1
Value$280
Filed 2026-10-15
Herald Investment Management Ltd
CLOSED
Shares0 from 147,700
Change-147,700 (-100%)
Value$0 (-$49.2M)
Filed 2026-10-05
M&G Plc
CLOSED
Shares0 from 58,576
Change-58,576 (-100%)
Value$0 (-$19.5M)
Filed 2026-11-04
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 9,684
Change-9,684 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-13
Transcendent Capital Group LLC
CLOSED
Shares0 from 4,296
Change-4,296 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Connective Portfolio Management, LLC
CLOSED
Shares0 from 3,766
Change-3,766 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
QP Wealth Management, LLC
CLOSED
Shares0 from 1,712
Change-1,712 (-100%)
Value$0 (-$570.7K)
Filed 2026-10-20
Kingdom Financial Group Llc.
CLOSED
Shares0 from 1,364
Change-1,364 (-100%)
Value$0 (-$454.7K)
Filed 2026-11-04
Archer Investment Corp
CLOSED
Shares0 from 1,186
Change-1,186 (-100%)
Value$0 (-$395.3K)
Filed 2026-11-05
HBW Advisory Services LLC
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$308.3K)
Filed 2026-10-15
TBH Global Asset Management, LLC
CLOSED
Shares0 from 885
Change-885 (-100%)
Value$0 (-$295.0K)
Filed 2026-11-03
Profund Advisors LLC
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-21
Jefferies Financial Group Inc.
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$212.0K)
Filed 2026-11-05
Natixis
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$39.3K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$35.0K)
Filed 2026-10-23
Cooper Investors PTY LTD
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$34.3K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$32.7K)
Filed 2026-10-23
FMR LLC
N/A
Shares— from 2,277,824
Change-2,277,824 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,315,838
Change-1,315,838 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,142,437
Change-1,142,437 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 1,100,000
Change-1,100,000 (-100%)
Value—
Hawk Ridge Capital Management LP
N/A
Shares— from 1,015,215
Change-1,015,215 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 931,375
Change-931,375 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 786,074
Change-786,074 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 701,105
Change-701,105 (-100%)
Value—
Wolf Hill Capital Management, LP
N/A
Shares— from 548,791
Change-548,791 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 445,752
Change-445,752 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 435,931
Change-435,931 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 417,894
Change-417,894 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 377,899
Change-377,899 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 363,105
Change-363,105 (-100%)
Value—
Analog Century Management LP
N/A
Shares— from 362,502
Change-362,502 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 354,216
Change-354,216 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 349,195
Change-349,195 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 316,350
Change-316,350 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 291,836
Change-291,836 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 291,727
Change-291,727 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 276,785
Change-276,785 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 275,122
Change-275,122 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 261,815
Change-261,815 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 204,951
Change-204,951 (-100%)
Value—
Highland Peak Capital, LLC
N/A
Shares— from 202,857
Change-202,857 (-100%)
Value—
Boston Partners
N/A
Shares— from 199,201
Change-199,201 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 193,382
Change-193,382 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 185,251
Change-185,251 (-100%)
Value—
UBS Group AG
N/A
Shares— from 180,420
Change-180,420 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 179,946
Change-179,946 (-100%)
Value—
Apis Capital Advisors, LLC
N/A
Shares— from 178,400
Change-178,400 (-100%)
Value—
Neumeier Poma Investment Counsel LLC
N/A
Shares— from 176,408
Change-176,408 (-100%)
Value—
Ophir Asset Management Pty Ltd
N/A
Shares— from 174,335
Change-174,335 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 161,432
Change-161,432 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 142,327
Change-142,327 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 138,433
Change-138,433 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 129,537
Change-129,537 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 125,737
Change-125,737 (-100%)
Value—
Blair William & Co
N/A
Shares— from 125,176
Change-125,176 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 124,696
Change-124,696 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 124,077
Change-124,077 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 123,895
Change-123,895 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 117,623
Change-117,623 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 116,620
Change-116,620 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 114,282
Change-114,282 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 111,780
Change-111,780 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 110,710
Change-110,710 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 106,466
Change-106,466 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 105,946
Change-105,946 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 102,519
Change-102,519 (-100%)
Value—
Ma Investment Partnership, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 99,098
Change-99,098 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 96,303
Change-96,303 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 88,015
Change-88,015 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 75,849
Change-75,849 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 75,746
Change-75,746 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 73,700
Change-73,700 (-100%)
Value—
State Street Corp
N/A
Shares— from 73,401
Change-73,401 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 64,438
Change-64,438 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 61,996
Change-61,996 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 61,475
Change-61,475 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 60,600
Change-60,600 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 60,300
Change-60,300 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 59,818
Change-59,818 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 57,449
Change-57,449 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 56,760
Change-56,760 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 54,681
Change-54,681 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 52,823
Change-52,823 (-100%)
Value—
Hood River Capital Management LLC
N/A
Shares— from 52,591
Change-52,591 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 51,863
Change-51,863 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 50,853
Change-50,853 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 48,876
Change-48,876 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 44,923
Change-44,923 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 44,280
Change-44,280 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,490
Change-40,490 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 38,828
Change-38,828 (-100%)
Value—
Kite Lake Capital Management (UK) LLP
N/A
Shares— from 37,705
Change-37,705 (-100%)
Value—
Prospect Capital Advisors, LLC
N/A
Shares— from 36,660
Change-36,660 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 36,442
Change-36,442 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 35,330
Change-35,330 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,217
Change-35,217 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 33,998
Change-33,998 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,825
Change-32,825 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 32,527
Change-32,527 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 28,019
Change-28,019 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 25,724
Change-25,724 (-100%)
Value—
Scalar Gauge Management, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,421
Change-22,421 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 21,941
Change-21,941 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 21,347
Change-21,347 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 18,772
Change-18,772 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 18,606
Change-18,606 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 18,036
Change-18,036 (-100%)
Value—
Man Group plc
N/A
Shares— from 17,893
Change-17,893 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 16,710
Change-16,710 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 16,041
Change-16,041 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 15,975
Change-15,975 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 13,510
Change-13,510 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 13,460
Change-13,460 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 10,563
Change-10,563 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,002
Change-10,002 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 9,935
Change-9,935 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,707
Change-8,707 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
&partners
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 7,801
Change-7,801 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Cobalt Capital Management, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Harvest Management LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 971
Change-971 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Stephens Inc
N/A
Shares— from 869
Change-869 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 762
Change-762 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 626
Change-626 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 619
Change-619 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 358
Change-358 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 266
Change-266 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 264
Change-264 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 151
Change-151 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 140
Change-140 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 112
Change-112 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
EFG International AG
N/A
Shares— from 58
Change-58 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 12
Change-12 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11
Change-11 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9
Change-9 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Quarry LP
N/A
Shares— from 6
Change-6 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Reinhart Partners, Llc.
DECREASED919,626966,060-46,434-5%$322.0M$257.5M-$64.5M2026-10-09
Bahl & Gaynor LLC
INCREASED541,907453,307+88,600+20%$151.1M$151.7M+$633.1K2026-11-05
Aberdeen Group plc
INCREASED489,5991,426+488,173+34234%$475.3K$98.3M+$97.8M2026-11-06
Schwartz Investment Counsel Inc
INCREASED401,300270,000+131,300+49%$90.0M$112.4M+$22.4M2026-10-26
Robeco Institutional Asset Management B.V.
INCREASED307,570299,699+7,871+3%$99.9M$86.1M-$13.8M2026-10-20
Russell Investments Group, Ltd.
INCREASED259,378200,346+59,032+29%$66.6M$72.2M+$5.6M2026-11-06
Aigh Capital Management LLC
INCREASED164,000144,000+20,000+14%$48.0M$45.9M-$2.1M2026-11-02
Bank of New York Mellon Corp
INCREASED115,48170,280+45,201+64%$23.4M$32.3M+$8.9M2026-11-05
Imc-Chicago, LLC
NEW108,347—+108,347——$30.3M—2026-11-05
FengHe Fund Management Pte. Ltd.
DECREASED91,316181,482-90,166-50%$60.5M$25.6M-$34.9M2026-11-02
Pembroke Management, LTD
NEW67,329—+67,329——$18.9M—2026-10-21
Geode Capital Management, LLC
DECREASED51,64152,011-370-1%$17.3M$14.5M-$2.9M2026-11-06
Harbor Capital Advisors, Inc.
DECREASED42,43642,995-559-1%$14.3M$11.9K-$14.3M2026-10-22
Unicom Systems, Inc.
UNCHANGED41,20041,20000%$13.7M$11.5M-$2.2M2026-10-13
AGF Management LTD
NEW36,542—+36,542——$10.2M—2026-11-03
LPL Financial LLC
INCREASED32,59930,687+1,912+6%$10.2M$9.1M-$1.1M2026-11-06
SG Capital Management LLC
DECREASED31,56466,027-34,463-52%$22.0M$8.8M-$13.2M2026-11-06
Calamos Advisors LLC
DECREASED28,68632,260-3,574-11%$10.8M$8.0M-$2.7M2026-11-02
Skylands Capital, LLC
DECREASED26,31434,214-7,900-23%$11.4M$7.4M-$4.0M2026-10-21
Barclays PLC
INCREASED26,28621+26,265+125071%$7.0K$7.4M+$7.4M2026-11-06
Kornitzer Capital Management Inc
DECREASED26,05042,985-16,935-39%$14.3M$7.3M-$7.0M2026-11-03
Moody National Bank Trust Division
INCREASED24,55421,150+3,404+16%$7.0M$6.9M-$174.8K2026-10-06
MacKenzie Financial Corp
INCREASED22,6375,660+16,977+300%$1.9M$6.3M+$4.5M2026-11-02
Diversify Wealth Management, LLC
INCREASED21,80521,079+726+3%$5.2M$4.8M-$390.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED21,80521,079+726+3%$5.2M$4.8M-$390.8K2026-10-20
Shariaportfolio, Inc.
NEW21,129—+21,129——$5.9M—2026-10-20
US Bancorp \de\
INCREASED20,68217,710+2,972+17%$5.9M$5.8M-$112.3K2026-11-05
State of New Jersey Common Pension Fund D
NEW19,018—+19,018——$5.3M—2026-11-05
Naples Global Advisors, LLC
DECREASED15,98216,765-783-5%$5.6M$4.5M-$1.1M2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW14,903—+14,903——$4.2M—2026-10-16
Quadrant Capital Group LLC
DECREASED14,41814,501-83-1%$4.8M$3.6M-$1.3M2026-10-20
Fulcrum Asset Management LLP
INCREASED12,1804,018+8,162+203%$1.3M$3.4M+$2.0M2026-11-04
Deutsche Bank Ag\
DECREASED11,10213,540-2,438-18%$4.5M$3.1M-$1.4M2026-11-06
Tealwood Asset Management Inc
DECREASED11,01711,259-242-2%$3.8K$3.1K-$6682026-10-13
Truist Financial Corp
INCREASED10,8948,909+1,985+22%$3.0M$3.1M+$80.7K2026-10-30
Lisanti Capital Growth, LLC
DECREASED9,74019,600-9,860-50%$6.5M$2.7M-$3.8M2026-11-05
Mirador Capital Partners LP
INCREASED9,2688,724+544+6%$2.9M$2.6M-$312.9K2026-10-09
University of Texas S AM Investment Management Co
NEW8,875—+8,875——$2.5M—2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED8,0663,744+4,322+115%$1.2M$2.3M+$1.0M2026-11-03
Achmea Investment Management B.V.
NEW8,015—+8,015——$2.2M—2026-10-30
CenterBook Partners LP
INCREASED7,9306,569+1,361+21%$2.2M$2.2M+$30.8K2026-11-02
Citigroup Inc
INCREASED7,5764,841+2,735+57%$1.6M$2.1M+$507.6K2026-11-04
Warm Springs Advisors Inc.
NEW7,575—+7,575——$2.1M—2026-10-28
State of Wyoming
DECREASED7,3608,064-704-9%$2.7M$2.1M-$627.2K2026-10-28
Oppenheimer Asset Management Inc.
DECREASED7,1828,797-1,615-18%$2.9M$2.0M-$921.3K2026-10-27
Diversified Trust Co
DECREASED6,4247,220-796-11%$2.4M$1.8M-$607.9K2026-11-06
Creative Planning
DECREASED5,4645,588-124-2%$1.9M$1.5M-$332.7K2026-11-02
Commonwealth Equity Services, LLC
DECREASED5,2138,976-3,763-42%$3.0M$1.5M-$1.5M2026-11-02
Aviso Wealth Management
INCREASED5,1395,138+1+0%$1.7M$1.4M-$274.1K2026-11-04
Hardy Reed LLC
INCREASED5,0355,010+25+1%$1.7M$1.4M-$260.2K2026-11-06
Independent Financial Group, LLC
NEW4,832—+4,832——$1.4M—2026-10-13
Amundi
NEW4,820—+4,820——$1.3M—2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED4,7154,496+219+5%$1.5M$1.3M-$178.5K2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
UNCHANGED4,6844,68400%$1.6M$1.3M-$249.8K2026-11-03
MBL Wealth, LLC
INCREASED4,6802,050+2,630+128%$683.3K$1.3M+$627.1K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED4,5113,743+768+21%$1.2M$1.3K-$1.2M2026-11-02
West Tower Group, LLC
INCREASED4,2273,800+427+11%$1.3M$1.2M-$83.1K2026-10-14
PNC Financial Services Group, Inc.
INCREASED4,1513,856+295+8%$1.3M$1.2M-$123.1K2026-11-06
Atria Investments, Inc
INCREASED4,0763,884+192+5%$1.3M$1.1M-$153.2K2026-10-15
Henry James International Management Inc.
DECREASED3,9474,442-495-11%$1.5M$1.1M-$375.5K2026-10-14
Wedbush Securities Inc
DECREASED3,9384,508-570-13%$1.5M$1.1K-$1.5M2026-10-22
Global Trust Asset Management, LLC
DECREASED3,8424,255-413-10%$1.4M$1.1M-$342.5K2026-10-19
Tuttle Capital Management, LLC
DECREASED3,8166,310-2,494-40%$2.1M$1.1M-$1.0M2026-10-21
Merit Financial Group, LLC
DECREASED3,4914,856-1,365-28%$1.6M$977.5K-$641.2K2026-11-06
Caitong International Asset Management Co., Ltd
NEW3,115—+3,115——$872.2K—2026-10-29
Patriot Financial Group Insurance Agency, LLC
UNCHANGED3,0003,00000%$1.0M$840.1K-$160.0K2026-10-14
FNY Investment Advisers, LLC
DECREASED2,9923,658-666-18%$1.2K$837-$3822026-10-16
ABN Amro Investment Solutions
DECREASED2,94936,600-33,651-92%$12.2M$825.7K-$11.4M2026-10-21
Larson Financial Group LLC
INCREASED2,6807+2,673+38186%$2.3K$750.4K+$748.1K2026-11-05
Vest Financial, LLC
INCREASED2,5981,858+740+40%$619.3K$727.4K+$108.1K2026-10-21
Assetmark, Inc
DECREASED2,3882,776-388-14%$925.3K$668.6K-$256.7K2026-10-21
Simplex Trading, LLC
NEW2,369—+2,369——$663.3K—2026-11-04
North Star Investment Management Corp.
UNCHANGED2,3002,30000%$766.7K$644.0K-$122.7K2026-10-27
Savant Capital, LLC
DECREASED2,2832,472-189-8%$633.0K$639.3K+$6.2K2026-11-06
Juncture Wealth Strategies, LLC
DECREASED2,2762,418-142-6%$806.0K$637.3K-$168.7K2026-10-06
Elevation Point Wealth Partners, LLC
DECREASED2,1673,170-1,003-32%$1.1M$606.8K-$449.8K2026-11-05
Lido Advisors, LLC
INCREASED2,0461,613+433+27%$537.7K$572.9K+$35.2K2026-11-04
Penn Capital Management Company, LLC
INCREASED2,0271,714+313+18%$571.3K$567.6K-$3.8K2026-11-04
IPG Investment Advisors LLC
NEW2,000—+2,000——$560.0K—2026-10-30
SeaCrest Wealth Management, LLC
DECREASED2,0002,295-295-13%$765.0K$560.0K-$205.0K2026-10-21
Kestra Advisory Services, LLC
INCREASED1,8481,616+232+14%$538.5K$517.4K-$21.1K2026-11-02
Ritholtz Wealth Management
NEW1,744—+1,744——$488.3K—2026-11-05
First Command Advisory Services, Inc.
INCREASED1,615740+875+118%$246.7K$452.2K+$205.5K2026-11-05
Diversified Management Inc
NEW1,514—+1,514——$423.9K—2026-10-08
Signaturefd, LLC
DECREASED1,4501,545-95-6%$515.0K$406.0K-$109.0K2026-10-23
Confluence Investment Management LLC
NEW1,439—+1,439——$402.9K—2026-10-01
Gamma Investing LLC
INCREASED1,3341,142+192+17%$380.7K$373.5K-$7.1K2026-10-08
Integrity Alliance, Llc.
NEW1,284—+1,284——$359.5K—2026-10-29
Covestor Ltd
INCREASED1,243927+316+34%$309.0K$348-$308.7K2026-10-30
SmartHarvest Portfolios, LLC
INCREASED1,171617+554+90%$205.7K$327.9K+$122.2K2026-10-26
Cypress Capital Group
UNCHANGED1,1601,16000%$386.7K$324.8K-$61.9K2026-11-03
HUB Investment Partners, LLC
DECREASED1,1591,275-116-9%$425.0K$324.5K-$100.5K2026-11-03
Collaborative Fund Advisors, LLC
DECREASED1,1492,804-1,655-59%$934.7K$321.7K-$612.9K2026-11-02
Parallel Advisors, LLC
DECREASED1,1461,219-73-6%$406.4K$321.0K-$85.4K2026-11-03
XML Financial, LLC
DECREASED1,1251,225-100-8%$408.3K$315.0K-$93.3K2026-10-29
Rose Capital Advisors LLC
NEW1,082—+1,082——$303.0K—2026-11-04
Colonial River Investments, LLC
INCREASED1,055884+171+19%$294.7K$295.4K+$7362026-10-19
Levin Capital Strategies, L.P.
DECREASED1,0521,571-519-33%$523.6K$294.7K-$228.9K2026-11-02
Canandaigua National Bank & Trust Co
DECREASED1,0461,448-402-28%$482.7K$292.9K-$189.8K2026-10-07
Greenleaf Trust
INCREASED1,025950+75+8%$316.7K$287.0K-$29.7K2026-10-29
Accurate Wealth Management, LLC
INCREASED1,0031,001+2+0%$326.7K$247.4K-$79.3K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED1,0001,00000%$333.3K$280.0K-$53.3K2026-10-27
Park Avenue Securities LLC
INCREASED993975+18+2%$325.0K$278-$324.7K2026-10-26
Ascent Group, LLC
NEW989—+989——$276.9K—2026-10-30
Evergreen Capital Management LLC
DECREASED9871,006-19-2%$335.3K$276.4K-$59.0K2026-10-23
T3 Companies, LLC
NEW984—+984——$275.5K—2026-10-22
Clearstead Advisors, LLC
INCREASED984937+47+5%$312.3K$275.5K-$36.8K2026-11-06
Wealth Architects, LLC
DECREASED946988-42-4%$329.3K$264.9K-$64.5K2026-11-03
Trek Financial, LLC
DECREASED9302,794-1,864-67%$931.3K$260.4K-$670.9K2026-10-29
Foster Group, Inc.
DECREASED897921-24-3%$307.0K$251.2K-$55.8K2026-10-13
WoodTrust Financial Corp
NEW885—+885——$248—2026-10-09
Wealth Enhancement Advisory Services, LLC
NEW867—+867——$227.0K—2026-10-13
MeadowBrook Investment Advisors LLC
DECREASED867990-123-12%$330.0K$163.0K-$167.0K2026-10-29
StoneX Group Inc.
NEW864—+864——$235.3K—2026-11-03
Allworth Financial LP
INCREASED854834+20+2%$278.0K$284.7K+$6.7K2026-11-06
Gordian Advisors LLC
DECREASED8331,000-167-17%$333.3K$233.2K-$100.1K2026-10-30
Left Brain Wealth Management, LLC
DECREASED8201,570-750-48%$523.3K$229.6K-$293.7K2026-10-28
Kestra Private Wealth Services, LLC
NEW813—+813——$227.6K—2026-11-06
Financial Enhancement Group LLC
UNCHANGED80080000%$266.7K$228.6K-$38.0K2026-10-08
Westco Advisory Services Inc
NEW785—+785——$219.8K—2026-10-14
EverSource Wealth Advisors, LLC
INCREASED766745+21+3%$248.5K$214.6K-$33.9K2026-11-04
Farther Finance Advisors, LLC
INCREASED753417+336+81%$139.0K$211.0K+$72.0K2026-10-08
Concurrent Investment Advisors, LLC
NEW743—+743——$207.9K—2026-10-16
J.W. Cole Advisors, Inc.
DECREASED7434,366-3,623-83%$1.5M$208.0K-$1.2M2026-11-05
Stronghold Wealth Management L.L.C.
INCREASED740628+112+18%$209.3K$207.2K-$2.1K2026-10-16
IFP Advisors, Inc
INCREASED667486+181+37%$162.0K$186.8K+$24.8K2026-10-16
Pinnacle Wealth Planning Services, Inc.
INCREASED658493+165+33%$164.3K$184.2K+$19.9K2026-10-27
TD Private Client Wealth LLC
DECREASED604809-205-25%$269.7K$169.1K-$100.5K2026-10-28
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED558200+358+179%$66.7K$156.2K+$89.6K2026-10-21
TD Waterhouse Canada Inc.
DECREASED516564-48-9%$178.7K$141.7K-$37.0K2026-10-16
Daiwa Securities Group Inc.
NEW500—+500——$140.0K—2026-10-29
Westside Investment Management, Inc.
INCREASED479435+44+10%$145.0K$134.2K-$10.8K2026-11-02
Gen-Wealth Partners Inc
INCREASED478174+304+175%$58.0K$133.8K+$75.8K2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED30030000%$100.0K$84.0K-$16.0K2026-10-13
SBI Securities Co., Ltd.
DECREASED266426-160-38%$142.0K$74.5K-$67.5K2026-10-22
Financial Consulate, Inc
UNCHANGED25425400%$84.7K$71.1K-$13.5K2026-10-23
Reyes Financial Architecture, Inc.
NEW207—+207——$58.0K—2026-10-22
Blue Trust, Inc.
DECREASED197618-421-68%$205.8K$55.0K-$150.8K2026-10-15
Exchange Traded Concepts, LLC
DECREASED197253-56-22%$84.3K$55.2K-$29.2K2026-10-28
Rakuten Securities, Inc.
DECREASED132142-10-7%$47.3K$37.0K-$10.4K2026-11-02
Leonteq Securities AG
NEW100—+100——$28.0K—2026-10-29
Nisa Investment Advisors, LLC
INCREASED9594+1+1%$31.3K$26.6K-$4.7K2026-10-20
Bell Investment Advisors, Inc
UNCHANGED959500%$31.7K$26.6K-$5.1K2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED858500%$28.3K$23.8K-$4.5K2026-11-05
Mather Group, Llc.
INCREASED7349+24+49%$16.3K$20.4K+$4.1K2026-10-14
Birch Financial Group, LLC
NEW69—+69——$19.4K—2026-10-27
Silver Grove Financial Group, Inc.
INCREASED6627+39+144%$9.0K$18.5K+$9.5K2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED646400%$21.3K$17.9K-$3.4K2026-11-02
Bayforest Capital Ltd
NEW58—+58——$16.2K—2026-11-03
Investors Research Corp
UNCHANGED555500%$18.3K$15.4K-$2.9K2026-10-07
Lanark Financial, Inc.
NEW50—+50——$14.0K—2026-10-26
Gleason Group, Inc.
UNCHANGED333300%$11.0K$9.2K-$1.8K2026-10-15
J.Safra Asset Management Corp
INCREASED3223+9+39%$7.7K$9.0K+$1.3K2026-11-03
SJS Investment Consulting Inc.
UNCHANGED252500%$8.3K$7.0K-$1.3K2026-10-26
Private Trust Co NA
DECREASED2444-20-45%$14.7K$6.7K-$7.9K2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED222200%$7.3K$6.2K-$1.2K2026-10-21
Advocate Investing Services LLC
UNCHANGED212100%$7.0K$5.9K-$1.1K2026-10-26
GK Wealth Management LLC
NEW20—+20——$5.6K—2026-10-09
Abound Wealth Management
NEW18—+18——$5.0K—2026-10-26
Provenance Wealth Advisors, LLC
NEW13—+13——$3.6K—2026-10-30
Entrust Financial LLC
NEW12—+12——$3.4K—2026-11-04
Physician Wealth Advisors, Inc.
INCREASED1211+1+9%$3.7K$3.4K-$3072026-10-20
Armstrong Advisory Group, Inc
UNCHANGED7700%$2.3K$2.0K-$3742026-10-09
Rossby Financial, LCC
DECREASED56-1-17%$2.0K$1.4K-$6002026-11-05
Financial Network Wealth Advisors LLC
NEW3—+3——$840—2026-10-28
Proathlete Wealth Management LLC
NEW1—+1——$280—2026-10-15
Herald Investment Management Ltd
CLOSED0147,700-147,700-100%$49.2M$0-$49.2M2026-10-05
M&G Plc
CLOSED058,576-58,576-100%$19.5M$0-$19.5M2026-11-04
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED09,684-9,684-100%$3.2M$0-$3.2M2026-10-13
Transcendent Capital Group LLC
CLOSED04,296-4,296-100%$1.4M$0-$1.4M2026-10-28
Connective Portfolio Management, LLC
CLOSED03,766-3,766-100%$1.3M$0-$1.3M2026-10-22
QP Wealth Management, LLC
CLOSED01,712-1,712-100%$570.7K$0-$570.7K2026-10-20
Kingdom Financial Group Llc.
CLOSED01,364-1,364-100%$454.7K$0-$454.7K2026-11-04
Archer Investment Corp
CLOSED01,186-1,186-100%$395.3K$0-$395.3K2026-11-05
HBW Advisory Services LLC
CLOSED0925-925-100%$308.3K$0-$308.3K2026-10-15
TBH Global Asset Management, LLC
CLOSED0885-885-100%$295.0K$0-$295.0K2026-11-03
Profund Advisors LLC
CLOSED0773-773-100%$257.7K$0-$257.7K2026-10-29
Crossmark Global Holdings, Inc.
CLOSED0723-723-100%$241.0K$0-$241.0K2026-10-21
Jefferies Financial Group Inc.
CLOSED0636-636-100%$212.0K$0-$212.0K2026-11-05
Natixis
CLOSED0118-118-100%$39.3K$0-$39.3K2026-11-06
Tradewinds Capital Management, LLC
CLOSED0105-105-100%$35.0K$0-$35.0K2026-10-23
Cooper Investors PTY LTD
CLOSED0103-103-100%$34.3K$0-$34.3K2026-10-13
Stone House Investment Management, LLC
CLOSED098-98-100%$32.7K$0-$32.7K2026-10-23
FMR LLC
N/A—2,277,824-2,277,824-100%$759.3M———
Acadian Asset Management LLC
N/A—1,315,838-1,315,838-100%$438.5M———
Invesco Ltd.
N/A—1,142,437-1,142,437-100%$380.8M———
Alkeon Capital Management LLC
N/A—1,100,000-1,100,000-100%$366.7M———
Hawk Ridge Capital Management LP
N/A—1,015,215-1,015,215-100%$338.4M———
Polar Capital Holdings Plc
N/A—931,375-931,375-100%$310.5M———
Driehaus Capital Management LLC
N/A—786,074-786,074-100%$262.0M———
Two Sigma Investments, LP
N/A—701,105-701,105-100%$233.7M———
Wolf Hill Capital Management, LP
N/A—548,791-548,791-100%$182.9M———
Granahan Investment Management, LLC
N/A—445,752-445,752-100%$148.6M———
Lazard Asset Management LLC
N/A—435,931-435,931-100%$145.3M———
Arrowstreet Capital, Limited Partnership
N/A—417,894-417,894-100%$139.3M———
Lord, Abbett & Co. LLC
N/A—377,899-377,899-100%$126.0M———
D. E. Shaw & Co., Inc.
N/A—363,105-363,105-100%$121.0M———
Analog Century Management LP
N/A—362,502-362,502-100%$120.8M———
Systematic Financial Management LP
N/A—354,216-354,216-100%$118.1M———
BIT Capital GmbH
N/A—349,195-349,195-100%$116.4M———
Oberweis Asset Management Inc/
N/A—316,350-316,350-100%$105.4M———
Marshall Wace, LLP
N/A—291,836-291,836-100%$97.3M———
Morgan Stanley
N/A—291,727-291,727-100%$97.2M———
Bank of America Corp
N/A—276,785-276,785-100%$92.3M———
Voya Investment Management LLC
N/A—275,122-275,122-100%$91.7M———
Summit Partners Public Asset Management, LLC
N/A—261,815-261,815-100%$87.3M———
Massachusetts Financial Services Co
N/A—204,951-204,951-100%$68.7M———
Highland Peak Capital, LLC
N/A—202,857-202,857-100%$67.6M———
Boston Partners
N/A—199,201-199,201-100%$66.4M———
Alliancebernstein L.P.
N/A—193,382-193,382-100%$21.7M———
Wellington Management Group LLP
N/A—185,251-185,251-100%$61.7M———
UBS Group AG
N/A—180,420-180,420-100%$60.1M———
Millennium Management LLC
N/A—179,946-179,946-100%$60.0M———
Apis Capital Advisors, LLC
N/A—178,400-178,400-100%$59.5M———
Neumeier Poma Investment Counsel LLC
N/A—176,408-176,408-100%$58.8M———
Ophir Asset Management Pty Ltd
N/A—174,335-174,335-100%$58.1M———
Loomis Sayles & Co L P
N/A—161,432-161,432-100%$53.8M———
SEI Investments Co
N/A—142,327-142,327-100%$47.4M———
Qube Research & Technologies Ltd
N/A—138,433-138,433-100%$46.1M———
Manufacturers Life Insurance Company, the
N/A—129,537-129,537-100%$43.2M———
First Eagle Investment Management, LLC
N/A—125,737-125,737-100%$41.9M———
Blair William & Co
N/A—125,176-125,176-100%$41.7M———
Goldman Sachs Group Inc
N/A—124,696-124,696-100%$41.6M———
Northern Trust Corp
N/A—124,077-124,077-100%$41.4M———
Heartland Advisors Inc
N/A—123,895-123,895-100%$41.3M———
Ratan Capital Management LP
N/A—117,623-117,623-100%$39.2M———
Tidal Investments LLC
N/A—116,620-116,620-100%$38.9M———
Knightsbridge Asset Management, LLC
N/A—114,282-114,282-100%$38.1M———
Envestnet Asset Management Inc
N/A—111,780-111,780-100%$37.3M———
Raymond James Financial Inc
N/A—110,710-110,710-100%$36.9M———
Westfield Capital Management Co LP
N/A—106,466-106,466-100%$35.5M———
BNP Paribas Asset Management Holding S.A.
N/A—105,946-105,946-100%$35.3M———
Ameriprise Financial Inc
N/A—102,519-102,519-100%$34.2M———
Ma Investment Partnership, LP
N/A—100,000-100,000-100%$33.3M———
Stephens Investment Management Group LLC
N/A—99,098-99,098-100%$33.0M———
Fred Alger Management, LLC
N/A—96,303-96,303-100%$32.1M———
Walleye Trading LLC
N/A—88,015-88,015-100%$29.3M———
Nomura Asset Management International Inc.
N/A—75,849-75,849-100%$25.3M———
BlackRock, Inc.
N/A—75,746-75,746-100%$25.2M———
Ceredex Value Advisors LLC
N/A—73,700-73,700-100%$24.6M———
State Street Corp
N/A—73,401-73,401-100%$24.5M———
Balyasny Asset Management L.P.
N/A—64,438-64,438-100%$21.5M———
Voloridge Investment Management, LLC
N/A—61,996-61,996-100%$20.7M———
CastleKnight Management LP
N/A—61,475-61,475-100%$20.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—60,600-60,600-100%$20.2M———
Public Employees Retirement Association of Colorado
N/A—60,300-60,300-100%$20.1M———
Jump Financial, LLC
N/A—59,818-59,818-100%$19.9M———
Wells Fargo & Company
N/A—57,449-57,449-100%$19.1M———
Royce & Associates LP
N/A—56,760-56,760-100%$18.9M———
Royal Bank of Canada
N/A—54,681-54,681-100%$18.2M———
Thames Capital Management LLC
N/A—52,823-52,823-100%$17.6M———
Hood River Capital Management LLC
N/A—52,591-52,591-100%$17.5M———
Trexquant Investment LP
N/A—51,863-51,863-100%$17.3M———
Neuberger Berman Group LLC
N/A—50,853-50,853-100%$17.0M———
Janney Montgomery Scott LLC
N/A—48,876-48,876-100%$16.3M———
New York State Common Retirement Fund
N/A—44,923-44,923-100%$15.0M———
Berkshire Capital Holdings Inc
N/A—44,280-44,280-100%$14.8M———
Citadel Advisors LLC
N/A—40,490-40,490-100%$13.5M———
Melqart Asset Management (UK) Ltd
N/A—38,828-38,828-100%$12.9M———
Kite Lake Capital Management (UK) LLP
N/A—37,705-37,705-100%$12.6M———
Prospect Capital Advisors, LLC
N/A—36,660-36,660-100%$12.2M———
Emerald Investment Advisers, LLC
N/A—36,442-36,442-100%$12.1M———
Public Employees Retirement System of Ohio
N/A—35,330-35,330-100%$11.8M———
National Bank of Canada
N/A—35,217-35,217-100%$11.7M———
Van Eck Associates Corp
N/A—33,998-33,998-100%$11.3M———
JPMorgan Chase & Co
N/A—32,825-32,825-100%$10.9M———
Ramirez Asset Management, Inc.
N/A—32,527-32,527-100%$10.8M———
Navellier & Associates Inc
N/A—28,019-28,019-100%$9.3M———
Oversea-Chinese Banking Corp Ltd
N/A—25,724-25,724-100%$8.6M———
Scalar Gauge Management, LLC
N/A—24,000-24,000-100%$8.0M———
Mariner, LLC
N/A—22,421-22,421-100%$7.5M———
Allianz Asset Management GmbH
N/A—21,941-21,941-100%$7.3M———
Vident Advisory, LLC
N/A—21,347-21,347-100%$7.1M———
OAK Associates LTD
N/A—21,241-21,241-100%$7.1M———
Point72 Asset Management, L.P.
N/A—18,772-18,772-100%$6.3M———
First Trust Advisors LP
N/A—18,606-18,606-100%$6.2M———
Jain Global LLC
N/A—18,036-18,036-100%$6.0M———
Man Group plc
N/A—17,893-17,893-100%$6.0M———
Cvfg LLC
N/A—16,710-16,710-100%$5.6M———
Huntington National Bank
N/A—16,041-16,041-100%$5.3M———
Freestone Grove Partners LP
N/A—15,975-15,975-100%$5.3M———
Boothbay Fund Management, LLC
N/A—13,510-13,510-100%$4.5M———
Victory Capital Management Inc
N/A—13,460-13,460-100%$4.5M———
Alight Capital Management LP
N/A—13,000-13,000-100%$4.3M———
Bank of Montreal
N/A—12,817-12,817-100%$4.3M———
Cerity Partners LLC
N/A—12,144-12,144-100%$4.0M———
Handelsbanken Fonder AB
N/A—11,300-11,300-100%$3.8K———
Aptus Capital Advisors, LLC
N/A—10,950-10,950-100%$3.6M———
Vanguard Personalized Indexing Management, LLC
N/A—10,884-10,884-100%$3.6M———
Employees Retirement System of Texas
N/A—10,563-10,563-100%$3.5M———
Vestmark Advisory Solutions, Inc.
N/A—10,341-10,341-100%$3.4M———
Alyeska Investment Group, L.P.
N/A—10,155-10,155-100%$3.4M———
Rockefeller Capital Management L.P.
N/A—10,002-10,002-100%$3.3M———
Legato Capital Management LLC
N/A—9,935-9,935-100%$3.3M———
Guggenheim Capital LLC
N/A—9,802-9,802-100%$3.3M———
HighTower Advisors, LLC
N/A—8,878-8,878-100%$3.0M———
Jones Financial Companies Lllp
N/A—8,707-8,707-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—8,270-8,270-100%$2.8M———
&partners
N/A—8,091-8,091-100%$2.7M———
Marietta Investment Partners LLC
N/A—8,051-8,051-100%$2.7M———
Stifel Financial Corp
N/A—7,828-7,828-100%$2.6M———
Diametric Capital, LP
N/A—7,801-7,801-100%$2.6M———
Shay Capital LLC
N/A—7,800-7,800-100%$2.6M———
MML Investors Services, LLC
N/A—7,570-7,570-100%$2.5M———
Focus Partners Wealth
N/A—7,491-7,491-100%$2.5M———
Legal & General Group Plc
N/A—6,807-6,807-100%$2.3M———
Osaic Holdings, Inc.
N/A—6,354-6,354-100%$2.1M———
Advisors Asset Management, Inc.
N/A—6,301-6,301-100%$2.1M———
Caption Management, LLC
N/A—6,000-6,000-100%$2.0M———
Pacific Point Advisors, LLC
N/A—6,000-6,000-100%$2.0M———
Cobalt Capital Management, Inc.
N/A—6,000-6,000-100%$2.0M———
GSA Capital Partners LLP
N/A—5,832-5,832-100%$1.9M———
Renaissance Group LLC
N/A—5,577-5,577-100%$1.9M———
SummitTX Capital, L.P.
N/A—5,306-5,306-100%$1.8M———
Easterly Investment Partners LLC
N/A—5,155-5,155-100%$1.7M———
Rhumbline Advisers
N/A—4,652-4,652-100%$1.6M———
Ballentine Partners, LLC
N/A—4,621-4,621-100%$1.5M———
Cetera Investment Advisers
N/A—4,555-4,555-100%$1.5M———
Numerai GP LLC
N/A—4,052-4,052-100%$1.4M———
Erste Asset Management GmbH
N/A—4,000-4,000-100%$450.8K———
Arkadios Wealth Advisors
N/A—3,975-3,975-100%$1.3M———
Formula Growth LTD
N/A—3,800-3,800-100%$1.3M———
Pacer Advisors, Inc.
N/A—3,705-3,705-100%$1.2M———
Two Sigma Securities, LLC
N/A—3,569-3,569-100%$1.2M———
O'Neil Global Advisors, Inc.
N/A—3,558-3,558-100%$1.2M———
Quent Capital, LLC
N/A—3,000-3,000-100%$1,000.0K———
Hollencrest Capital Management
N/A—2,849-2,849-100%$949.7K———
Regal Partners Ltd
N/A—2,806-2,806-100%$935.3K———
HighVista Strategies LLC
N/A—2,800-2,800-100%$933.3K———
Captrust Financial Advisors
N/A—2,778-2,778-100%$926.0K———
Frontier Capital Management Co LLC
N/A—2,678-2,678-100%$892.8K———
Strategic Wealth Partners, Ltd.
N/A—2,609-2,609-100%$869.8K———
Sanctuary Advisors, LLC
N/A—2,578-2,578-100%$859.3K———
Stratos Wealth Partners, Ltd.
N/A—2,280-2,280-100%$760.0K———
Schroder Investment Management Group
N/A—2,228-2,228-100%$739.6K———
NewEdge Advisors, LLC
N/A—2,130-2,130-100%$709.8K———
CIBC Bancorp USA Inc.
N/A—2,092-2,092-100%$847.5K———
1248 Management, LLC
N/A—2,044-2,044-100%$681.3K———
FOX RUN Management, L.L.C.
N/A—2,026-2,026-100%$675.3K———
Pinebridge Investments LLC
N/A—2,001-2,001-100%$667.0K———
ExodusPoint Capital Management, LP
N/A—2,001-2,001-100%$667.0K———
Baird Financial Group, Inc.
N/A—1,989-1,989-100%$663.0K———
Quantinno Capital Management LP
N/A—1,943-1,943-100%$647.8K———
Harvest Management LLC
N/A—1,930-1,930-100%$643.3K———
QRG Capital Management, Inc.
N/A—1,908-1,908-100%$636.1K———
Nuveen, LLC
N/A—1,888-1,888-100%$629.3K———
Centiva Capital, LP
N/A—1,862-1,862-100%$620.7K———
Maverick Capital LTD
N/A—1,847-1,847-100%$615.7K———
NewEdge Wealth, LLC
N/A—1,812-1,812-100%$604.0K———
Susquehanna International Group, LLP
N/A—1,736-1,736-100%$578.7K———
Marco Investment Management LLC
N/A—1,700-1,700-100%$566.7K———
BNP Paribas Financial Markets
N/A—1,670-1,670-100%$556.7K———
Atom Investors LP
N/A—1,533-1,533-100%$511.0K———
CreativeOne Wealth, LLC
N/A—1,522-1,522-100%$507.3K———
Cannell & Spears LLC
N/A—1,415-1,415-100%$471.7K———
Systematic Alpha Investments, LLC
N/A—1,400-1,400-100%$466.7K———
Precision Wealth Strategies, LLC
N/A—1,344-1,344-100%$448.0K———
Engineers Gate Manager LP
N/A—1,315-1,315-100%$438.3K———
Gateway Wealth Partners, LLC
N/A—1,270-1,270-100%$423.3K———
IKE Capital, LLC
N/A—1,235-1,235-100%$411.7K———
Quantbot Technologies LP
N/A—1,208-1,208-100%$402.7K———
Callan Family Office, LLC
N/A—1,107-1,107-100%$369.0K———
Global Retirement Partners, LLC
N/A—1,085-1,085-100%$361.7K———
CVA Family Office, LLC
N/A—1,054-1,054-100%$351.3K———
Police & Firemen's Retirement System of New Jersey
N/A—1,032-1,032-100%$344.0K———
F/m Investments LLC
N/A—1,019-1,019-100%$339.7K———
Wexford Capital LP
N/A—1,011-1,011-100%$337.0K———
Aspen Grove Capital, LLC
N/A—985-985-100%$328.6K———
Renaissance Technologies LLC
N/A—979-979-100%$326.3K———
Elequin Capital, LP
N/A—971-971-100%$323.7K———
Alpine Woods Capital Investors, LLC
N/A—902-902-100%$300.7K———
GeoWealth Management, LLC
N/A—886-886-100%$295.3K———
Stephens Inc
N/A—869-869-100%$387.1K———
Wealth Alliance, LLC
N/A—815-815-100%$271.5K———
Penserra Capital Management LLC
N/A—784-784-100%$261.0K———
Waverly Advisors, LLC
N/A—767-767-100%$255.7K———
Nomura Holdings Inc
N/A—762-762-100%$254.0K———
AQR Capital Management LLC
N/A—751-751-100%$250.5K———
Zuckerman Investment Group, LLC
N/A—732-732-100%$244.0K———
IEQ Capital, LLC
N/A—707-707-100%$235.6K———
Beck Capital Management, LLC
N/A—704-704-100%$234.7K———
EP Wealth Advisors, LLC
N/A—704-704-100%$234.8K———
Virtus Advisers, LLC
N/A—664-664-100%$221.3K———
SG Americas Securities, LLC
N/A—657-657-100%$219.0K———
Aureus Asset Management, LLC
N/A—640-640-100%$213.3K———
Capital Advisors Inc
N/A—626-626-100%$208.7K———
Tower Research Capital LLC (TRC)
N/A—619-619-100%$206.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—615-615-100%$205.0K———
HHM Wealth Advisors, LLC
N/A—550-550-100%$183.3K———
UBS Asset Management Americas LLC
N/A—525-525-100%$175.0K———
IFG Advisory, LLC
N/A—400-400-100%$133.3K———
Northwestern Mutual Wealth Management Co
N/A—358-358-100%$119.4K———
WealthCollab, LLC
N/A—346-346-100%$115.3K———
Forum Finance Group S.A.
N/A—310-310-100%$84———
Persistent Asset Partners Ltd
N/A—266-266-100%$88.7K———
Arax Advisory Partners
N/A—264-264-100%$88.0K———
Strategic Investment Solutions, Inc.
N/A—263-263-100%$87.7K———
Truvestments Capital LLC
N/A—225-225-100%$75.0K———
Hurricane Capital Advisors LLC
N/A—198-198-100%$66.0K———
Federation des caisses Desjardins du Quebec
N/A—151-151-100%$50.4K———
Ameriflex Group, Inc.
N/A—141-141-100%$47.0K———
Whittier Trust Co
N/A—140-140-100%$44.6K———
Harbour Investments, Inc.
N/A—131-131-100%$43.6K———
BFC Planning, Inc.
N/A—114-114-100%$38.0K———
Park Place Capital Corp
N/A—112-112-100%$37.3K———
Steward Partners Investment Advisory, LLC
N/A—103-103-100%$34.3K———
Marshall Investment Management, LLC
N/A—75-75-100%$25.1K———
Proffitt & Goodson Inc
N/A—69-69-100%$23.0K———
EFG International AG
N/A—58-58-100%$19.3K———
Cornerstone Financial Management LLC
N/A—57-57-100%$19.0K———
Ameritas Advisory Services, LLC
N/A—37-37-100%$12.3K———
Caldwell Sutter Capital, Inc.
N/A—32-32-100%$10.7K———
Hantz Financial Services, Inc.
N/A—21-21-100%$7.0K———
Transamerica Financial Advisors, LLC
N/A—20-20-100%$6.7K———
Glen Eagle Advisors, LLC
N/A—18-18-100%$6.0K———
Westfuller Advisors, LLC
N/A—18-18-100%$6.0K———
Bessemer Group Inc
N/A—16-16-100%$5———
Swan Capital LLC
N/A—15-15-100%$5.0K———
Ninepoint Partners LP
N/A—12-12-100%$4.0K———
Fiduciary Financial Advisors
N/A—11-11-100%$3.7K———
Brown Brothers Harriman & Co
N/A—9-9-100%$3.0K———
Smartleaf Asset Management LLC
N/A—6-6-100%$2.0K———
Quarry LP
N/A—6-6-100%$2.0K———
LRI Investments, LLC
N/A—4-4-100%$1.3K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—2-2-100%$667———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 426 of 426 institutions