IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Smith & Nephew PLC (SNN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,766,140 from 1,837,261
Change-71,121 (-4%)
Value$47.6M (-$5.5M)
Filed 2026-11-04
Todd Asset Management LLC
DECREASED
Shares1,072,321 from 1,251,905
Change-179,584 (-14%)
Value$28.9M (-$7.2M)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED
Shares366,293 from 389,213
Change-22,920 (-6%)
Value$9.7M (-$1.4M)
Filed 2026-11-04
Deprince Race & Zollo Inc
UNCHANGED
Shares323,145 from 323,145
Change0 (0%)
Value$8.7M (-$597.8K)
Filed 2026-10-13
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares277,526 from 274,176
Change+3,350 (+1%)
Value$7.5M (-$416.9K)
Filed 2026-10-23
Moran Wealth Management, LLC
INCREASED
Shares209,915 from 188,590
Change+21,325 (+11%)
Value$5.7M (+$226.0K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares171,644 from 123,986
Change+47,658 (+38%)
Value$4.6M (+$1.1M)
Filed 2026-11-02
Kornitzer Capital Management Inc
UNCHANGED
Shares154,254 from 154,254
Change0 (0%)
Value$4.2M (-$285.4K)
Filed 2026-11-03
Henry James International Management Inc.
UNCHANGED
Shares149,903 from 149,903
Change0 (0%)
Value$4.0M (-$277.3K)
Filed 2026-10-14
ABC Arbitrage SA
DECREASED
Shares111,924 from 375,682
Change-263,758 (-70%)
Value$3.0M (-$7.8M)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares107,121 from 7,378
Change+99,743 (+1352%)
Value$2.9M (+$2.7M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
INCREASED
Shares104,647 from 102,430
Change+2,217 (+2%)
Value$2.8M (-$129.7K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
DECREASED
Shares89,802 from 93,850
Change-4,048 (-4%)
Value$2.4M (-$282.8K)
Filed 2026-10-21
Eagle Global Advisors LLC
UNCHANGED
Shares55,400 from 55,400
Change0 (0%)
Value$1.5M (-$102.5K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares50,420 from 47,832
Change+2,588 (+5%)
Value$1.4M (-$18.7K)
Filed 2026-11-05
Perpetual Ltd
DECREASED
Shares45,901 from 54,590
Change-8,689 (-16%)
Value$1.2M (-$335.2K)
Filed 2026-10-13
Beutel, Goodman & Co Ltd.
DECREASED
Shares44,172 from 44,537
Change-365 (-1%)
Value$1.2K (-$1.3M)
Filed 2026-11-04
Factory Mutual Insurance Co
UNCHANGED
Shares39,977 from 39,977
Change0 (0%)
Value$1.1M (-$74.0K)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares29,168 from 26,406
Change+2,762 (+10%)
Value$786.4K (+$25.6K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares28,543 from 29,660
Change-1,117 (-4%)
Value$769.5K (-$85.0K)
Filed 2026-11-02
Alps Advisors Inc
INCREASED
Shares25,790 from 24,736
Change+1,054 (+4%)
Value$695.3K (-$17.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares24,423 from 23,670
Change+753 (+3%)
Value$658.4K (-$68.2K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares23,579 from 20,185
Change+3,394 (+17%)
Value$635.7K (+$54.2K)
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares23,187 from 21,894
Change+1,293 (+6%)
Value$625.1K (-$5.6K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares22,351 from 19,577
Change+2,774 (+14%)
Value$602.6K (+$38.6K)
Filed 2026-10-26
BKM Wealth Management, LLC
DECREASED
Shares19,288 from 20,959
Change-1,671 (-8%)
Value$520.0K (-$83.8K)
Filed 2026-10-22
Highland Capital Management, LLC
INCREASED
Shares19,110 from 18,935
Change+175 (+1%)
Value$515.2K (-$30.3K)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
INCREASED
Shares18,899 from 18,646
Change+253 (+1%)
Value$509.5K (-$27.7K)
Filed 2026-10-09
Sterling Capital Management LLC
DECREASED
Shares18,327 from 18,611
Change-284 (-2%)
Value$494.1K (-$42.1K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares17,847 from 16,438
Change+1,409 (+9%)
Value$481.1K (+$7.6K)
Filed 2026-10-29
Signaturefd, LLC
DECREASED
Shares16,080 from 16,914
Change-834 (-5%)
Value$433.5K (-$53.8K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares14,754 from 16,476
Change-1,722 (-10%)
Value$397.8K (-$76.9K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares13,457 from 41,174
Change-27,717 (-67%)
Value$374.9K (-$811.3K)
Filed 2026-10-20
Heritage Investment Group, Inc.
UNCHANGED
Shares13,146 from 13,146
Change0 (0%)
Value$354.4K (-$24.3K)
Filed 2026-11-03
Inspire Investing, LLC
INCREASED
Shares12,471 from 10,025
Change+2,446 (+24%)
Value$336.2K (+$47.4K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares10,998 from 10,873
Change+125 (+1%)
Value$296.5K (-$16.7K)
Filed 2026-10-16
Plan A Wealth LLC
INCREASED
Shares10,770 from 8,607
Change+2,163 (+25%)
Value$290.4K (+$42.4K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,676 from 9,249
Change+1,427 (+15%)
Value$287.8K (+$21.4K)
Filed 2026-11-03
Miller Global Investments, LLC
UNCHANGED
Shares10,242 from 10,242
Change0 (0%)
Value$276.1K (-$18.9K)
Filed 2026-10-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares9,803 from 10,417
Change-614 (-6%)
Value$264.3K (-$35.8K)
Filed 2026-10-21
Trek Financial, LLC
INCREASED
Shares9,721 from 8,480
Change+1,241 (+15%)
Value$262.1K (+$17.8K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares9,637 from 10,868
Change-1,231 (-11%)
Value$259.8K (-$53.3K)
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares9,395 from 14,981
Change-5,586 (-37%)
Value$253.3K (-$178.3K)
Filed 2026-10-23
Marotta Asset Management
DECREASED
Shares9,100 from 9,230
Change-130 (-1%)
Value$245.3K (-$19.8K)
Filed 2026-10-02
Versant Capital Management, Inc
INCREASED
Shares8,852 from 8,205
Change+647 (+8%)
Value$238.7K (+$2.3K)
Filed 2026-10-02
Park Avenue Securities LLC
DECREASED
Shares8,702 from 12,529
Change-3,827 (-31%)
Value$235 (-$360.8K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares8,217 from 8,893
Change-676 (-8%)
Value$221.5K (-$34.7K)
Filed 2026-10-27
Equity Investment Corp
INCREASED
Shares7,467 from 7,242
Change+225 (+3%)
Value$201.3K (-$7.3K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares4,484 from 4,420
Change+64 (+1%)
Value$120.9K (-$6.5K)
Filed 2026-11-04
Gamma Investing LLC
DECREASED
Shares3,218 from 4,104
Change-886 (-22%)
Value$86.8K (-$31.5K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares2,814
Change+2,814
Value$75.9K
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares2,481 from 3,119
Change-638 (-20%)
Value$66.9K (-$23.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares1,982 from 2,011
Change-29 (-1%)
Value$53.4K (-$4.7K)
Filed 2026-10-08
Hara Capital LLC
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$52.8K (-$3.6K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares1,608 from 1,172
Change+436 (+37%)
Value$43.4K (+$9.6K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,561 from 1,561
Change0 (0%)
Value$41.5K (-$3.4K)
Filed 2026-10-16
Grove Bank & Trust
DECREASED
Shares1,354 from 1,359
Change-5 (0%)
Value$36.5K (-$2.6K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
NEW
Shares815
Change+815
Value$22.0K
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$21.6K (-$1.5K)
Filed 2026-10-15
Salomon & Ludwin, LLC
INCREASED
Shares742 from 233
Change+509 (+218%)
Value$20.0K (+$13.3K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares738 from 822
Change-84 (-10%)
Value$19.9K (-$3.8K)
Filed 2026-10-16
Proathlete Wealth Management LLC
NEW
Shares565
Change+565
Value$15.2K
Filed 2026-10-15
Montag A & Associates Inc
INCREASED
Shares518 from 459
Change+59 (+13%)
Value$14.0K (+$742)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$13.6K (-$934)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$12.7K (-$873)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares455 from 569
Change-114 (-20%)
Value$12.3K (-$4.1K)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares316 from 50
Change+266 (+532%)
Value$8.5K (+$7.1K)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares314 from 363
Change-49 (-13%)
Value$8.5K (-$2.0K)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$8.4K (-$577)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares293 from 267
Change+26 (+10%)
Value$7.9K (+$207)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
INCREASED
Shares253 from 224
Change+29 (+13%)
Value$6.8K (+$367)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
DECREASED
Shares192 from 211
Change-19 (-9%)
Value$5.2K (-$902)
Filed 2026-10-20
WPG Advisers, LLC
DECREASED
Shares190 from 214
Change-24 (-11%)
Value$5.1K (-$1.0K)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares182 from 6,056
Change-5,874 (-97%)
Value$4.9K (-$169.6K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$4.1K (-$280)
Filed 2026-10-23
Bare Financial Services, Inc
DECREASED
Shares134 from 248
Change-114 (-46%)
Value$3.6K (-$3.5K)
Filed 2026-11-04
Bell Investment Advisors, Inc
INCREASED
Shares100 from 39
Change+61 (+156%)
Value$2.7K (+$1.6K)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares100 from 83
Change+17 (+20%)
Value$2.7K (+$305)
Filed 2026-10-29
SBI Securities Co., Ltd.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$2.5K (-$171)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares83 from 58
Change+25 (+43%)
Value$2.2K (+$567)
Filed 2026-10-20
James T. Borello RIA
DECREASED
Shares83 from 85
Change-2 (-2%)
Value$2.2K (-$211)
Filed 2026-10-16
Mather Group, Llc.
NEW
Shares81
Change+81
Value$2.2K
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares80 from 443
Change-363 (-82%)
Value$2.2K (-$10.6K)
Filed 2026-11-05
West Financial Advisors, LLC
NEW
Shares78
Change+78
Value$2.1K
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares78 from 1,991
Change-1,913 (-96%)
Value$2.1K (-$55.3K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.1K (-$144)
Filed 2026-10-28
Ascentis Wealth Management, LLC
NEW
Shares75
Change+75
Value$2.0K
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares73 from 117
Change-44 (-38%)
Value$2.0K (-$1.4K)
Filed 2026-10-23
Breakwater Investment Management
INCREASED
Shares65 from 21
Change+44 (+210%)
Value$1.8K (+$1.1K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares65 from 58
Change+7 (+12%)
Value$1.8K (+$81)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.3K (-$93)
Filed 2026-10-08
Jnba Financial Advisors
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.2K (-$83)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares32 from 38
Change-6 (-16%)
Value$863 (-$232)
Filed 2026-11-03
American Capital Advisory, LLC
DECREASED
Shares29 from 33
Change-4 (-12%)
Value$782 (-$169)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$620 (-$43)
Filed 2026-10-15
Manchester Capital Management LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$567 (-$39)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$566 (-$39)
Filed 2026-11-02
Burk Holdings LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$539 (-$37)
Filed 2026-11-05
North Star Investment Management Corp.
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$485 (-$5)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$458 (-$32)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares16 from 7
Change+9 (+129%)
Value$431 (+$229)
Filed 2026-11-04
Planning Strategies Inc.
NEW
Shares9
Change+9
Value$243
Filed 2026-10-02
Highline Wealth Partners LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$216 (-$14)
Filed 2026-10-19
MV Capital Management, Inc.
DECREASED
Shares6 from 38
Change-32 (-84%)
Value$162 (-$933)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$135 (-$9)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$116 (+$1)
Filed 2026-10-16
Sivik Global Healthcare LLC
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-13
Gallacher Capital Management LLC
CLOSED
Shares0 from 10,770
Change-10,770 (-100%)
Value$0 (-$310.3K)
Filed 2026-10-30
Diversified Management Inc
CLOSED
Shares0 from 8,285
Change-8,285 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 7,883
Change-7,883 (-100%)
Value$0 (-$227.1K)
Filed 2026-11-02
Seed Wealth Management, Inc.
CLOSED
Shares0 from 7,570
Change-7,570 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 7,176
Change-7,176 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$14.4K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-07
Kozak & Associates, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-29
Essential Partners LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-14
Whipplewood Advisors, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$778)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$404)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$307)
Filed 2026-10-16
Retirement Wealth Solutions LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$202)
Filed 2026-10-07
SJS Investment Consulting Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$173)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$87)
Filed 2026-10-27
Monetary Solutions, Ltd
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$86)
Filed 2026-10-22
River Road Asset Management, LLC
N/A
Shares— from 3,221,876
Change-3,221,876 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,069,598
Change-3,069,598 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 2,148,731
Change-2,148,731 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,767,872
Change-1,767,872 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,565,167
Change-1,565,167 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,375,531
Change-1,375,531 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,204,463
Change-1,204,463 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,145,234
Change-1,145,234 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 993,928
Change-993,928 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 920,154
Change-920,154 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 813,500
Change-813,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 653,939
Change-653,939 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 623,933
Change-623,933 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 620,524
Change-620,524 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 603,230
Change-603,230 (-100%)
Value—
FMR LLC
N/A
Shares— from 598,892
Change-598,892 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 542,865
Change-542,865 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 487,774
Change-487,774 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 455,186
Change-455,186 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 453,760
Change-453,760 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 428,494
Change-428,494 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 316,909
Change-316,909 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 301,051
Change-301,051 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 295,875
Change-295,875 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 288,901
Change-288,901 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 281,007
Change-281,007 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 267,513
Change-267,513 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 266,969
Change-266,969 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 266,500
Change-266,500 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 263,854
Change-263,854 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 248,742
Change-248,742 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 230,079
Change-230,079 (-100%)
Value—
UBS Group AG
N/A
Shares— from 226,086
Change-226,086 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 203,174
Change-203,174 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 176,642
Change-176,642 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 157,155
Change-157,155 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 152,723
Change-152,723 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 145,877
Change-145,877 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 143,500
Change-143,500 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 109,333
Change-109,333 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 104,461
Change-104,461 (-100%)
Value—
State Street Corp
N/A
Shares— from 88,467
Change-88,467 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 84,896
Change-84,896 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 83,964
Change-83,964 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 83,910
Change-83,910 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 80,900
Change-80,900 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 79,552
Change-79,552 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 77,389
Change-77,389 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 63,317
Change-63,317 (-100%)
Value—
Boston Partners
N/A
Shares— from 62,943
Change-62,943 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 59,273
Change-59,273 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 58,208
Change-58,208 (-100%)
Value—
&partners
N/A
Shares— from 56,661
Change-56,661 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 55,344
Change-55,344 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 54,424
Change-54,424 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 49,408
Change-49,408 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 43,255
Change-43,255 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 41,958
Change-41,958 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 40,677
Change-40,677 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 36,444
Change-36,444 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 35,880
Change-35,880 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 35,758
Change-35,758 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 35,579
Change-35,579 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 34,388
Change-34,388 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,305
Change-33,305 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 32,914
Change-32,914 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 32,274
Change-32,274 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 29,899
Change-29,899 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 29,875
Change-29,875 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 29,293
Change-29,293 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 27,541
Change-27,541 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 26,515
Change-26,515 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 23,125
Change-23,125 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 21,562
Change-21,562 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 20,672
Change-20,672 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 20,488
Change-20,488 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,151
Change-20,151 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 20,109
Change-20,109 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,470
Change-19,470 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 19,122
Change-19,122 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,904
Change-18,904 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,276
Change-18,276 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 18,252
Change-18,252 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 17,466
Change-17,466 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 17,018
Change-17,018 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,168
Change-16,168 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 16,081
Change-16,081 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 15,956
Change-15,956 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 15,578
Change-15,578 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 13,846
Change-13,846 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,402
Change-13,402 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,002
Change-13,002 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 12,869
Change-12,869 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 12,745
Change-12,745 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 12,339
Change-12,339 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,964
Change-11,964 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 10,853
Change-10,853 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 10,542
Change-10,542 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,919
Change-9,919 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 9,747
Change-9,747 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,508
Change-9,508 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,127
Change-8,127 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,577
Change-7,577 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 7,305
Change-7,305 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 625
Change-625 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 289
Change-289 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 271
Change-271 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 247
Change-247 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 66
Change-66 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 48
Change-48 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 20
Change-20 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19
Change-19 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Motco
N/A
Shares— from 14
Change-14 (-100%)
Value—
Central Trust Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 9
Change-9 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,766,1401,837,261-71,121-4%$53.1M$47.6M-$5.5M2026-11-04
Todd Asset Management LLC
DECREASED1,072,3211,251,905-179,584-14%$36.1M$28.9M-$7.2M2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED366,293389,213-22,920-6%$11.2M$9.7M-$1.4M2026-11-04
Deprince Race & Zollo Inc
UNCHANGED323,145323,14500%$9.3M$8.7M-$597.8K2026-10-13
Lorne Steinberg Wealth Management Inc.
INCREASED277,526274,176+3,350+1%$7.9M$7.5M-$416.9K2026-10-23
Moran Wealth Management, LLC
INCREASED209,915188,590+21,325+11%$5.4M$5.7M+$226.0K2026-10-22
Creative Planning
INCREASED171,644123,986+47,658+38%$3.6M$4.6M+$1.1M2026-11-02
Kornitzer Capital Management Inc
UNCHANGED154,254154,25400%$4.4M$4.2M-$285.4K2026-11-03
Henry James International Management Inc.
UNCHANGED149,903149,90300%$4.3M$4.0M-$277.3K2026-10-14
ABC Arbitrage SA
DECREASED111,924375,682-263,758-70%$10.8M$3.0M-$7.8M2026-10-23
Citigroup Inc
INCREASED107,1217,378+99,743+1352%$212.6K$2.9M+$2.7M2026-11-04
Oppenheimer Asset Management Inc.
INCREASED104,647102,430+2,217+2%$3.0M$2.8M-$129.7K2026-10-27
Crossmark Global Holdings, Inc.
DECREASED89,80293,850-4,048-4%$2.7M$2.4M-$282.8K2026-10-21
Eagle Global Advisors LLC
UNCHANGED55,40055,40000%$1.6M$1.5M-$102.5K2026-11-02
Bank of New York Mellon Corp
INCREASED50,42047,832+2,588+5%$1.4M$1.4M-$18.7K2026-11-05
Perpetual Ltd
DECREASED45,90154,590-8,689-16%$1.6M$1.2M-$335.2K2026-10-13
Beutel, Goodman & Co Ltd.
DECREASED44,17244,537-365-1%$1.3M$1.2K-$1.3M2026-11-04
Factory Mutual Insurance Co
UNCHANGED39,97739,97700%$1.2M$1.1M-$74.0K2026-10-30
Ethic Inc.
INCREASED29,16826,406+2,762+10%$760.8K$786.4K+$25.6K2026-11-03
GC Wealth Management RIA, LLC
DECREASED28,54329,660-1,117-4%$854.5K$769.5K-$85.0K2026-11-02
Alps Advisors Inc
INCREASED25,79024,736+1,054+4%$712.6K$695.3K-$17.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED24,42323,670+753+3%$726.7K$658.4K-$68.2K2026-10-13
Atria Investments, Inc
INCREASED23,57920,185+3,394+17%$581.5K$635.7K+$54.2K2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED23,18721,894+1,293+6%$630.8K$625.1K-$5.6K2026-11-05
Lanark Financial, Inc.
INCREASED22,35119,577+2,774+14%$564.0K$602.6K+$38.6K2026-10-26
BKM Wealth Management, LLC
DECREASED19,28820,959-1,671-8%$603.8K$520.0K-$83.8K2026-10-22
Highland Capital Management, LLC
INCREASED19,11018,935+175+1%$545.5K$515.2K-$30.3K2026-10-26
Legacy Wealth Asset Management, LLC
INCREASED18,89918,646+253+1%$537.2K$509.5K-$27.7K2026-10-09
Sterling Capital Management LLC
DECREASED18,32718,611-284-2%$536.2K$494.1K-$42.1K2026-10-22
Vise Technologies, Inc.
INCREASED17,84716,438+1,409+9%$473.6K$481.1K+$7.6K2026-10-29
Signaturefd, LLC
DECREASED16,08016,914-834-5%$487.3K$433.5K-$53.8K2026-10-23
US Bancorp \de\
DECREASED14,75416,476-1,722-10%$474.7K$397.8K-$76.9K2026-11-05
Quadrant Capital Group LLC
DECREASED13,45741,174-27,717-67%$1.2M$374.9K-$811.3K2026-10-20
Heritage Investment Group, Inc.
UNCHANGED13,14613,14600%$378.7K$354.4K-$24.3K2026-11-03
Inspire Investing, LLC
INCREASED12,47110,025+2,446+24%$288.8K$336.2K+$47.4K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED10,99810,873+125+1%$313.3K$296.5K-$16.7K2026-10-16
Plan A Wealth LLC
INCREASED10,7708,607+2,163+25%$248.0K$290.4K+$42.4K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED10,6769,249+1,427+15%$266.5K$287.8K+$21.4K2026-11-03
Miller Global Investments, LLC
UNCHANGED10,24210,24200%$295.1K$276.1K-$18.9K2026-10-02
OpenArc Corporate Advisory, LLC
DECREASED9,80310,417-614-6%$300.1K$264.3K-$35.8K2026-10-21
Trek Financial, LLC
INCREASED9,7218,480+1,241+15%$244.3K$262.1K+$17.8K2026-10-29
Truist Financial Corp
DECREASED9,63710,868-1,231-11%$313.1K$259.8K-$53.3K2026-10-30
Evergreen Capital Management LLC
DECREASED9,39514,981-5,586-37%$431.6K$253.3K-$178.3K2026-10-23
Marotta Asset Management
DECREASED9,1009,230-130-1%$265.2K$245.3K-$19.8K2026-10-02
Versant Capital Management, Inc
INCREASED8,8528,205+647+8%$236.4K$238.7K+$2.3K2026-10-02
Park Avenue Securities LLC
DECREASED8,70212,529-3,827-31%$361.0K$235-$360.8K2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED8,2178,893-676-8%$256.2K$221.5K-$34.7K2026-10-27
Equity Investment Corp
INCREASED7,4677,242+225+3%$208.6K$201.3K-$7.3K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED4,4844,420+64+1%$127.3K$120.9K-$6.5K2026-11-04
Gamma Investing LLC
DECREASED3,2184,104-886-22%$118.2K$86.8K-$31.5K2026-10-08
Root Financial Partners, LLC
NEW2,814—+2,814——$75.9K—2026-10-21
Parallel Advisors, LLC
DECREASED2,4813,119-638-20%$89.9K$66.9K-$23.0K2026-11-03
Farther Finance Advisors, LLC
DECREASED1,9822,011-29-1%$58.2K$53.4K-$4.7K2026-10-08
Hara Capital LLC
UNCHANGED1,9571,95700%$56.4K$52.8K-$3.6K2026-10-30
Assetmark, Inc
INCREASED1,6081,172+436+37%$33.8K$43.4K+$9.6K2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED1,5611,56100%$44.9K$41.5K-$3.4K2026-10-16
Grove Bank & Trust
DECREASED1,3541,359-50%$39.2K$36.5K-$2.6K2026-10-08
Provenance Wealth Advisors, LLC
NEW815—+815——$22.0K—2026-10-30
Nfsg Corp
UNCHANGED80080000%$23.0K$21.6K-$1.5K2026-10-15
Salomon & Ludwin, LLC
INCREASED742233+509+218%$6.7K$20.0K+$13.3K2026-10-29
IFP Advisors, Inc
DECREASED738822-84-10%$23.7K$19.9K-$3.8K2026-10-16
Proathlete Wealth Management LLC
NEW565—+565——$15.2K—2026-10-15
Montag A & Associates Inc
INCREASED518459+59+13%$13.2K$14.0K+$7422026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED50550500%$14.5K$13.6K-$9342026-10-21
Spire Wealth Management
UNCHANGED47247200%$13.6K$12.7K-$8732026-10-30
Silver Grove Financial Group, Inc.
DECREASED455569-114-20%$16.4K$12.3K-$4.1K2026-11-05
True Wealth Design, LLC
INCREASED31650+266+532%$1.4K$8.5K+$7.1K2026-10-13
Parkside Financial Bank & Trust
DECREASED314363-49-13%$10.5K$8.5K-$2.0K2026-10-27
Ares Financial Consulting, LLC
UNCHANGED31231200%$9.0K$8.4K-$5772026-10-19
TD Private Client Wealth LLC
INCREASED293267+26+10%$7.7K$7.9K+$2072026-10-28
Physician Wealth Advisors, Inc.
INCREASED253224+29+13%$6.5K$6.8K+$3672026-10-20
Owl Creek Wealth Partners LLC
DECREASED192211-19-9%$6.1K$5.2K-$9022026-10-20
WPG Advisers, LLC
DECREASED190214-24-11%$6.2K$5.1K-$1.0K2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED1826,056-5,874-97%$174.5K$4.9K-$169.6K2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED15115100%$4.4K$4.1K-$2802026-10-23
Bare Financial Services, Inc
DECREASED134248-114-46%$7.1K$3.6K-$3.5K2026-11-04
Bell Investment Advisors, Inc
INCREASED10039+61+156%$1.1K$2.7K+$1.6K2026-10-29
Signature Equity Partners, LLC
INCREASED10083+17+20%$2.4K$2.7K+$3052026-10-29
SBI Securities Co., Ltd.
UNCHANGED929200%$2.7K$2.5K-$1712026-10-22
Nisa Investment Advisors, LLC
INCREASED8358+25+43%$1.7K$2.2K+$5672026-10-20
James T. Borello RIA
DECREASED8385-2-2%$2.4K$2.2K-$2112026-10-16
Mather Group, Llc.
NEW81—+81——$2.2K—2026-10-14
Larson Financial Group LLC
DECREASED80443-363-82%$12.8K$2.2K-$10.6K2026-11-05
West Financial Advisors, LLC
NEW78—+78——$2.1K—2026-10-22
Blue Trust, Inc.
DECREASED781,991-1,913-96%$57.4K$2.1K-$55.3K2026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED787800%$2.2K$2.1K-$1442026-10-28
Ascentis Wealth Management, LLC
NEW75—+75——$2.0K—2026-11-03
Financial Consulate, Inc
DECREASED73117-44-38%$3.4K$2.0K-$1.4K2026-10-23
Breakwater Investment Management
INCREASED6521+44+210%$606$1.8K+$1.1K2026-10-20
Rossby Financial, LCC
INCREASED6558+7+12%$1.7K$1.8K+$812026-11-05
CoreCap Advisors, LLC
UNCHANGED505000%$1.4K$1.3K-$932026-10-08
Jnba Financial Advisors
UNCHANGED454500%$1.3K$1.2K-$832026-11-03
JFS Wealth Advisors, LLC
DECREASED3238-6-16%$1.1K$863-$2322026-11-03
American Capital Advisory, LLC
DECREASED2933-4-12%$951$782-$1692026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED232300%$663$620-$432026-10-15
Manchester Capital Management LLC
UNCHANGED212100%$606$567-$392026-10-22
Key FInancial Inc
UNCHANGED212100%$605$566-$392026-11-02
Burk Holdings LLC
UNCHANGED202000%$576$539-$372026-11-05
North Star Investment Management Corp.
INCREASED1817+1+6%$490$485-$52026-10-27
Arlington Trust Co LLC
UNCHANGED171700%$490$458-$322026-10-20
Creative Financial Designs Inc
INCREASED167+9+129%$202$431+$2292026-11-04
Planning Strategies Inc.
NEW9—+9——$243—2026-10-02
Highline Wealth Partners LLC
UNCHANGED8800%$230$216-$142026-10-19
MV Capital Management, Inc.
DECREASED638-32-84%$1.1K$162-$9332026-10-29
Triumph Capital Management
UNCHANGED5500%$144$135-$92026-10-14
Mosley Wealth Management
UNCHANGED4400%$115$116+$12026-10-16
Sivik Global Healthcare LLC
CLOSED050,000-50,000-100%$1.6K$0-$1.6K2026-10-13
Gallacher Capital Management LLC
CLOSED010,770-10,770-100%$310.3K$0-$310.3K2026-10-30
Diversified Management Inc
CLOSED08,285-8,285-100%$238.7K$0-$238.7K2026-10-08
Commonwealth Equity Services, LLC
CLOSED07,883-7,883-100%$227.1K$0-$227.1K2026-11-02
Seed Wealth Management, Inc.
CLOSED07,570-7,570-100%$218.1K$0-$218.1K2026-10-20
Aaron Wealth Advisors LLC
CLOSED07,176-7,176-100%$206.7K$0-$206.7K2026-10-13
Simplex Trading, LLC
CLOSED0499-499-100%$14.4K$0-$14.4K2026-11-04
Elevation Wealth Partners, LLC
CLOSED0155-155-100%$4.5K$0-$4.5K2026-10-07
Kozak & Associates, Inc.
CLOSED0100-100-100%$2.9K$0-$2.9K2026-10-29
Essential Partners LLC
CLOSED067-67-100%$1.9K$0-$1.9K2026-10-14
Whipplewood Advisors, LLC
CLOSED052-52-100%$1.5K$0-$1.5K2026-10-20
Cornerstone Planning Group LLC
CLOSED048-48-100%$1.4K$0-$1.4K2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED027-27-100%$778$0-$7782026-11-04
Trifecta Capital Advisors, LLC
CLOSED014-14-100%$404$0-$4042026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED011-11-100%$307$0-$3072026-10-16
Retirement Wealth Solutions LLC
CLOSED07-7-100%$202$0-$2022026-10-07
SJS Investment Consulting Inc.
CLOSED06-6-100%$173$0-$1732026-10-26
Cassaday & Co Wealth Management LLC
CLOSED03-3-100%$87$0-$872026-10-27
Monetary Solutions, Ltd
CLOSED03-3-100%$86$0-$862026-10-22
River Road Asset Management, LLC
N/A—3,221,876-3,221,876-100%$92.8M———
Goldman Sachs Group Inc
N/A—3,069,598-3,069,598-100%$88.4M———
Brandes Investment Partners, LP
N/A—2,148,731-2,148,731-100%$61.9M———
LMR Partners LLP
N/A—1,767,872-1,767,872-100%$50.9M———
Causeway Capital Management LLC
N/A—1,565,167-1,565,167-100%$45.1M———
Wells Fargo & Company
N/A—1,375,531-1,375,531-100%$39.6M———
Morgan Stanley
N/A—1,204,463-1,204,463-100%$34.7M———
Bank of Montreal
N/A—1,145,234-1,145,234-100%$33.0M———
Northern Trust Corp
N/A—993,928-993,928-100%$28.6M———
Raymond James Financial Inc
N/A—920,154-920,154-100%$26.5M———
Teachers Retirement System of the State of Kentucky
N/A—813,500-813,500-100%$23.4M———
Bank of America Corp
N/A—653,939-653,939-100%$18.8M———
BlackRock, Inc.
N/A—623,933-623,933-100%$18.0M———
Millennium Management LLC
N/A—620,524-620,524-100%$17.9M———
Envestnet Asset Management Inc
N/A—603,230-603,230-100%$17.4M———
FMR LLC
N/A—598,892-598,892-100%$17.3M———
D. E. Shaw & Co., Inc.
N/A—542,865-542,865-100%$15.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—487,774-487,774-100%$14.1M———
BNP Paribas Financial Markets
N/A—455,186-455,186-100%$13.1M———
Royal Bank of Canada
N/A—453,760-453,760-100%$13.1M———
JPMorgan Chase & Co
N/A—428,494-428,494-100%$13.0M———
Arrowstreet Capital, Limited Partnership
N/A—316,909-316,909-100%$9.1M———
Tower Research Capital LLC (TRC)
N/A—301,051-301,051-100%$8.7M———
Jane Street Group, LLC
N/A—295,875-295,875-100%$8.5M———
American Century Companies Inc
N/A—288,901-288,901-100%$8.3M———
HRT Financial LP
N/A—281,007-281,007-100%$8.1M———
Tidal Investments LLC
N/A—267,513-267,513-100%$7.7M———
Pathstone Holdings, LLC
N/A—266,969-266,969-100%$7.7M———
Quantinno Capital Management LP
N/A—266,500-266,500-100%$7.7M———
Bridgewater Associates, LP
N/A—263,854-263,854-100%$7.6M———
Old Mission Capital LLC
N/A—248,742-248,742-100%$7.2M———
South Street Advisors LLC
N/A—230,079-230,079-100%$6.6M———
UBS Group AG
N/A—226,086-226,086-100%$6.5M———
Tocqueville Asset Management L.P.
N/A—203,174-203,174-100%$5.9M———
SEI Investments Co
N/A—176,642-176,642-100%$5.1M———
XTX Topco Ltd
N/A—157,155-157,155-100%$4.5M———
New York State Common Retirement Fund
N/A—152,723-152,723-100%$4.4M———
Russell Investments Group, Ltd.
N/A—145,877-145,877-100%$4.2M———
Clark Estates Inc
N/A—143,500-143,500-100%$4.1M———
Citadel Advisors LLC
N/A—109,333-109,333-100%$3.1M———
LPL Financial LLC
N/A—104,461-104,461-100%$3.0M———
State Street Corp
N/A—88,467-88,467-100%$2.5M———
QRG Capital Management, Inc.
N/A—84,896-84,896-100%$2.4M———
Stifel Financial Corp
N/A—83,964-83,964-100%$2.4M———
Charles Schwab Investment Management Inc
N/A—83,910-83,910-100%$2.4M———
Hantz Financial Services, Inc.
N/A—80,900-80,900-100%$2.3M———
Vestmark Advisory Solutions, Inc.
N/A—79,552-79,552-100%$2.3M———
Capital Fund Management S.A.
N/A—77,389-77,389-100%$2.2M———
Mariner, LLC
N/A—63,317-63,317-100%$1.8M———
Boston Partners
N/A—62,943-62,943-100%$1.8M———
Strategic Global Advisors, LLC
N/A—59,273-59,273-100%$1.8M———
Quantbot Technologies LP
N/A—58,208-58,208-100%$1.7M———
&partners
N/A—56,661-56,661-100%$1.6M———
Earnest Partners LLC
N/A—55,344-55,344-100%$1.6M———
Callan Family Office, LLC
N/A—54,424-54,424-100%$1.6M———
Natixis Advisors, LLC
N/A—49,408-49,408-100%$1.4M———
AQR Capital Management LLC
N/A—43,255-43,255-100%$1.2M———
Mercer Global Advisors Inc
N/A—41,958-41,958-100%$1.2M———
Focus Partners Wealth
N/A—40,677-40,677-100%$1.2M———
Parvin Asset Management, LLC
N/A—36,444-36,444-100%$1.0M———
Entropy Technologies, LP
N/A—35,880-35,880-100%$1.0M———
Nuveen, LLC
N/A—35,758-35,758-100%$1.0M———
Bleakley Financial Group, LLC
N/A—35,579-35,579-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—34,388-34,388-100%$990.7K———
Cetera Investment Advisers
N/A—33,305-33,305-100%$959.5K———
Jones Financial Companies Lllp
N/A—32,914-32,914-100%$988.7K———
Vanguard Personalized Indexing Management, LLC
N/A—32,274-32,274-100%$929.8K———
Vident Advisory, LLC
N/A—29,899-29,899-100%$861.4K———
GeoWealth Management, LLC
N/A—29,875-29,875-100%$860.7K———
Cerity Partners LLC
N/A—29,293-29,293-100%$843.9K———
MML Investors Services, LLC
N/A—28,200-28,200-100%$812.4K———
NewEdge Wealth, LLC
N/A—27,541-27,541-100%$793.5K———
SummitTX Capital, L.P.
N/A—26,515-26,515-100%$763.9K———
Cary Street Partners Financial LLC
N/A—23,125-23,125-100%$666.2K———
Two Sigma Investments, LP
N/A—21,562-21,562-100%$621.2K———
PCM Encore, LLC
N/A—20,672-20,672-100%$595.6K———
Fifth Third Bancorp
N/A—20,488-20,488-100%$590.3K———
Orion Porfolio Solutions, LLC
N/A—20,151-20,151-100%$580.6K———
EntryPoint Capital, LLC
N/A—20,109-20,109-100%$579.3K———
Sanctuary Advisors, LLC
N/A—19,470-19,470-100%$560.9K———
Inspire Advisors, LLC
N/A—19,122-19,122-100%$550.6K———
Steward Partners Investment Advisory, LLC
N/A—18,904-18,904-100%$544.6K———
IEQ Capital, LLC
N/A—18,276-18,276-100%$526.5K———
Qtron Investments LLC
N/A—18,252-18,252-100%$525.8K———
Winton Group Ltd
N/A—17,700-17,700-100%$509.9K———
Sequoia Financial Advisors, LLC
N/A—17,466-17,466-100%$503.2K———
Public Employees Retirement System of Ohio
N/A—17,018-17,018-100%$490.3K———
Syon Capital LLC
N/A—16,168-16,168-100%$465.8K———
Virtu Financial LLC
N/A—16,081-16,081-100%$463.0K———
Ameriprise Financial Inc
N/A—15,956-15,956-100%$459.7K———
Savant Capital, LLC
N/A—15,578-15,578-100%$473.4K———
Van Eck Associates Corp
N/A—14,723-14,723-100%$424.2K———
Bridgefront Capital, LLC
N/A—13,846-13,846-100%$398.9K———
Laird Norton Wetherby Trust Company, LLC
N/A—13,785-13,785-100%$397.1K———
First Trust Advisors LP
N/A—13,402-13,402-100%$386.1K———
PNC Financial Services Group, Inc.
N/A—13,097-13,097-100%$377.3K———
Scharf Investments, LLC
N/A—13,064-13,064-100%$376.4K———
Engineers Gate Manager LP
N/A—13,002-13,002-100%$374.6K———
Rhumbline Advisers
N/A—12,869-12,869-100%$370.7K———
Glenmede Trust Co NA
N/A—12,745-12,745-100%$367.2K———
Atom Investors LP
N/A—12,339-12,339-100%$355.5K———
HighTower Advisors, LLC
N/A—11,964-11,964-100%$344.7K———
Pinnacle West Asset Management, Inc.
N/A—11,065-11,065-100%$319.0K———
Ritholtz Wealth Management
N/A—10,853-10,853-100%$312.7K———
Quadrature Capital Ltd
N/A—10,542-10,542-100%$303.7K———
Merit Financial Group, LLC
N/A—9,919-9,919-100%$285.8K———
Advisors Asset Management, Inc.
N/A—9,747-9,747-100%$280.8K———
UBS Asset Management Americas LLC
N/A—9,508-9,508-100%$273.9K———
1832 Asset Management L.P.
N/A—8,850-8,850-100%$255.0K———
Neuberger Berman Group LLC
N/A—8,127-8,127-100%$234.1K———
United Capital Financial Advisors, LLC
N/A—7,577-7,577-100%$218.3K———
Phillips Wealth Planners LLC
N/A—7,305-7,305-100%$222.7K———
Ballentine Partners, LLC
N/A—7,144-7,144-100%$205.8K———
National Bank of Canada
N/A—6,119-6,119-100%$176.2K———
Federation des caisses Desjardins du Quebec
N/A—5,474-5,474-100%$157.7K———
Advisors Preferred, LLC
N/A—4,327-4,327-100%$130.9K———
Rockefeller Capital Management L.P.
N/A—4,137-4,137-100%$119.2K———
Bessemer Group Inc
N/A—3,971-3,971-100%$105.0K———
Smartleaf Asset Management LLC
N/A—3,013-3,013-100%$91.3K———
Allworth Financial LP
N/A—2,965-2,965-100%$85.4K———
Clear Street Group Inc.
N/A—2,560-2,560-100%$0———
Huntington National Bank
N/A—2,287-2,287-100%$65.9K———
Osaic Holdings, Inc.
N/A—2,188-2,188-100%$63.1K———
Global Retirement Partners, LLC
N/A—1,926-1,926-100%$55.5K———
Geneos Wealth Management Inc.
N/A—1,861-1,861-100%$53.6K———
Arax Advisory Partners
N/A—1,624-1,624-100%$46.8K———
Basecamp Wealth Advisors LLC
N/A—1,513-1,513-100%$43.6K———
Clearstead Advisors, LLC
N/A—1,417-1,417-100%$40.8K———
Frazier Financial Advisors, LLC
N/A—1,356-1,356-100%$39.1K———
Brown Brothers Harriman & Co
N/A—1,082-1,082-100%$31.2K———
WealthCollab, LLC
N/A—942-942-100%$27.1K———
Delta Asset Management LLC
N/A—750-750-100%$21.6K———
Brentview Investment Management LLC
N/A—700-700-100%$20.2K———
Northwestern Mutual Wealth Management Co
N/A—625-625-100%$18.0K———
Rothschild Investment LLC
N/A—402-402-100%$11.6K———
Synergy Investment Management, LLC
N/A—320-320-100%$10.5K———
Cary Street Partners Investment Advisory LLC
N/A—312-312-100%$9.0K———
Deutsche Bank Ag\
N/A—300-300-100%$8.6K———
Ancora Advisors LLCA
N/A—289-289-100%$8.3K———
BFC Planning, Inc.
N/A—276-276-100%$8.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—271-271-100%$7.8K———
UMB Bank, n.a.
N/A—247-247-100%$7.1K———
Continuum Advisory, LLC
N/A—212-212-100%$6.1K———
Altrinsic Global Advisors LLC
N/A—159-159-100%$4.6K———
Kilter Group LLC
N/A—157-157-100%$4.5K———
NewEdge Advisors, LLC
N/A—137-137-100%$3.9K———
Ameriflex Group, Inc.
N/A—110-110-100%$3.2K———
Manning & Napier Advisors LLC
N/A—107-107-100%$3.2K———
Transamerica Financial Advisors, LLC
N/A—98-98-100%$2.8K———
CVA Family Office, LLC
N/A—96-96-100%$2.8K———
Raffa Wealth Management, LLC
N/A—88-88-100%$2.5K———
IMA Advisory Services, Inc.
N/A—85-85-100%$2.4K———
Cornerstone Financial Management LLC
N/A—77-77-100%$2.2K———
First Command Advisory Services, Inc.
N/A—69-69-100%$2.0K———
GW&K Investment Management, LLC
N/A—66-66-100%$2———
Zions Bancorporation, National Association
N/A—66-66-100%$1.9K———
Bartlett & Co. Wealth Management LLC
N/A—63-63-100%$1.8K———
Ramirez Asset Management, Inc.
N/A—60-60-100%$1.7K———
Smithfield Trust Co
N/A—48-48-100%$1———
TD Capital Management LLC
N/A—40-40-100%$1.1K———
JPL Wealth Management, LLC
N/A—39-39-100%$1.1K———
BOK Financial Private Wealth, Inc.
N/A—38-38-100%$1.1K———
Harbour Investments, Inc.
N/A—37-37-100%$1.1K———
Keating Financial Advisory Services, Inc.
N/A—30-30-100%$864———
Ameritas Advisory Services, LLC
N/A—25-25-100%$720———
SHP Wealth Management
N/A—20-20-100%$576———
Fiduciary Financial Advisors
N/A—19-19-100%$519———
Quent Capital, LLC
N/A—18-18-100%$519———
Motco
N/A—14-14-100%$403———
Central Trust Co
N/A—13-13-100%$375———
LRI Investments, LLC
N/A—12-12-100%$346———
Horizon Investments, LLC
N/A—9-9-100%$259———
MidFirst Bank
N/A—9-9-100%$259———
Glen Eagle Advisors, LLC
N/A—8-8-100%$233———
Kayne Anderson Rudnick Investment Management LLC
N/A—8-8-100%$230———
IFG Advisory, LLC
N/A—7-7-100%$202———
Institute for Wealth Management, Llc.
N/A—1-1-100%$30———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 303 of 303 institutions