South BOW Corp (SOBO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares3,337,228 from 3,043,017

Change+294,211 (+10%)

Value$110.6M (+$3.3M)

Filed 2026-11-04

MacKenzie Financial Corp

DECREASED

Shares2,067,144 from 2,535,573

Change-468,429 (-18%)

Value$68.5M (-$58.2M)

Filed 2026-11-02

TD Waterhouse Canada Inc.

INCREASED

Shares1,978,562 from 1,946,786

Change+31,776 (+2%)

Value$66.3M (-$831.1K)

Filed 2026-10-16

Barclays PLC

INCREASED

Shares1,222,282 from 1,129,454

Change+92,828 (+8%)

Value$40.5M (+$692.2K)

Filed 2026-11-06

Intact Investment Management Inc.

INCREASED

Shares1,160,660 from 1,015,860

Change+144,800 (+14%)

Value$38.4M (+$2.7M)

Filed 2026-11-03

Cushing Asset Management, LP dba NXG Investment Management

DECREASED

Shares705,500 from 855,500

Change-150,000 (-18%)

Value$23.4M (-$6.8M)

Filed 2026-10-26

Geode Capital Management, LLC

DECREASED

Shares703,387 from 849,366

Change-145,979 (-17%)

Value$26.2M (-$6.8M)

Filed 2026-11-06

Miller Howard Investments Inc

INCREASED

Shares530,682 from 496,936

Change+33,746 (+7%)

Value$17.6M (+$69.5K)

Filed 2026-10-26

CIBC Asset Management Inc

INCREASED

Shares397,629 from 379,616

Change+18,013 (+5%)

Value$13.2M (-$159.5K)

Filed 2026-11-05

Heathbridge Capital Management Ltd.

DECREASED

Shares334,625 from 338,000

Change-3,375 (-1%)

Value$11.1M (-$802.1K)

Filed 2026-10-29

Maryland State Retirement & Pension System

DECREASED

Shares203,269 from 224,850

Change-21,581 (-10%)

Value$6.7M (-$1.2M)

Filed 2026-11-05

Exchange Traded Concepts, LLC

DECREASED

Shares194,570 from 204,986

Change-10,416 (-5%)

Value$6.4M (-$777.6K)

Filed 2026-10-28

Columbus Macro, LLC

NEW

Shares184,122

Change+184,122

Value$6.1M

Filed 2026-10-14

Viewpoint Investment Partners Corp

UNCHANGED

Shares159,522 from 159,522

Change0 (0%)

Value$5.0M (-$304.4K)

Filed 2026-10-26

BCV Asset Management Inc.

DECREASED

Shares137,473 from 141,527

Change-4,054 (-3%)

Value$4.6M (-$496.5K)

Filed 2026-11-06

Triasima Portfolio Management inc.

DECREASED

Shares126,160 from 127,160

Change-1,000 (-1%)

Value$4.2M (-$288.9K)

Filed 2026-10-15

Citigroup Inc

INCREASED

Shares113,602 from 63,464

Change+50,138 (+79%)

Value$3.8M (+$1.5M)

Filed 2026-11-04

Catalyst Capital Advisors LLC

DECREASED

Shares108,088 from 114,629

Change-6,541 (-6%)

Value$3.6M (-$458.6K)

Filed 2026-11-02

Deutsche Bank Ag\

INCREASED

Shares93,637 from 49,210

Change+44,427 (+90%)

Value$3.1M (+$1.4M)

Filed 2026-11-06

Ausbil Investment Management Ltd

UNCHANGED

Shares92,771 from 92,771

Change0 (0%)

Value$3.1M (-$182.4K)

Filed 2026-10-08

Amundi

INCREASED

Shares71,630 from 70,888

Change+742 (+1%)

Value$2.4M (-$125.0K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares70,199 from 70,993

Change-794 (-1%)

Value$2.3M (-$176.1K)

Filed 2026-11-02

Moors & Cabot, Inc.

DECREASED

Shares57,193 from 126,835

Change-69,642 (-55%)

Value$1.9M (-$2.6M)

Filed 2026-11-06

Alps Advisors Inc

INCREASED

Shares46,781 from 45,135

Change+1,646 (+4%)

Value$1.5M (-$40.7K)

Filed 2026-11-03

Achmea Investment Management B.V.

NEW

Shares46,300

Change+46,300

Value$1.5M

Filed 2026-10-30

LPL Financial LLC

INCREASED

Shares45,864 from 45,425

Change+439 (+1%)

Value$1.5M (-$81.3K)

Filed 2026-11-06

Pictet Asset Management Holding SA

UNCHANGED

Shares40,255 from 40,255

Change0 (0%)

Value$1.3M (-$81.0K)

Filed 2026-11-03

Baskin Financial Services Inc.

NEW

Shares35,380

Change+35,380

Value$1.2K

Filed 2026-10-19

Oppenheimer & Co Inc

DECREASED

Shares32,790 from 37,820

Change-5,030 (-13%)

Value$1.1M (-$246.4K)

Filed 2026-10-26

Creative Planning

DECREASED

Shares27,410 from 27,506

Change-96 (0%)

Value$908.1K (-$61.2K)

Filed 2026-11-02

Russell Investments Group, Ltd.

DECREASED

Shares24,217 from 71,305

Change-47,088 (-66%)

Value$803.0K (-$1.7M)

Filed 2026-11-06

SL Advisors, LLC

DECREASED

Shares20,754 from 21,224

Change-470 (-2%)

Value$687.6K (-$60.4K)

Filed 2026-10-13

ProShare Advisors LLC

DECREASED

Shares18,818 from 21,974

Change-3,156 (-14%)

Value$623.3K (-$150.7K)

Filed 2026-10-29

Cardinal Point Capital Management ULC

DECREASED

Shares18,707 from 19,307

Change-600 (-3%)

Value$621.5K (-$57.3K)

Filed 2026-10-21

SeaCrest Wealth Management, LLC

DECREASED

Shares16,090 from 16,657

Change-567 (-3%)

Value$533.1K (-$53.9K)

Filed 2026-10-21

apricus wealth, LLC

INCREASED

Shares16,000 from 15,350

Change+650 (+4%)

Value$530.1K (-$10.9K)

Filed 2026-10-26

Fiera Capital Corp

NEW

Shares15,381

Change+15,381

Value$510.0K

Filed 2026-11-06

Nykredit A/S

INCREASED

Shares14,800 from 3,900

Change+10,900 (+279%)

Value$491.4K (+$354.1K)

Filed 2026-11-06

Swiss Life Asset Management Ltd

INCREASED

Shares13,845 from 13,744

Change+101 (+1%)

Value$459.6K (-$23.2K)

Filed 2026-11-03

Viking Fund Management LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$397.6K (-$25.3K)

Filed 2026-10-14

Spirit of America Management Corp

DECREASED

Shares10,765 from 13,765

Change-3,000 (-22%)

Value$356.6K (-$128.4K)

Filed 2026-10-14

Guardian Partners Inc.

DECREASED

Shares10,535 from 11,311

Change-776 (-7%)

Value$349.8K (-$48.5K)

Filed 2026-10-21

Lipe & Dalton

UNCHANGED

Shares9,844 from 9,844

Change0 (0%)

Value$230 (-$15)

Filed 2026-10-15

Principal Financial Group Inc

DECREASED

Shares8,854 from 22,654

Change-13,800 (-61%)

Value$294.0K (-$503.8K)

Filed 2026-11-02

Tectonic Advisors LLC

INCREASED

Shares7,628 from 7,447

Change+181 (+2%)

Value$252.8K (-$9.6K)

Filed 2026-10-22

Cidel Asset Management Inc

INCREASED

Shares7,589 from 7,429

Change+160 (+2%)

Value$252.0K (-$9.6K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares6,966 from 7,021

Change-55 (-1%)

Value$231 (-$246.8K)

Filed 2026-11-02

Thrivent Financial for Lutherans

NEW

Shares6,724

Change+6,724

Value$223

Filed 2026-11-05

PNC Financial Services Group, Inc.

INCREASED

Shares6,035 from 6,004

Change+31 (+1%)

Value$199.9K (-$11.6K)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

DECREASED

Shares5,894 from 6,201

Change-307 (-5%)

Value$195.3K (-$23.3K)

Filed 2026-10-29

PensionDanmark Pensionsforsikringsaktieselskab

DECREASED

Shares4,911 from 5,882

Change-971 (-17%)

Value$163.1K (-$44.1K)

Filed 2026-10-19

US Bancorp \de\

DECREASED

Shares3,533 from 4,910

Change-1,377 (-28%)

Value$117.0K (-$56.0K)

Filed 2026-11-05

Fulcrum Asset Management LLP

DECREASED

Shares3,384 from 3,466

Change-82 (-2%)

Value$112.1K (-$9.9K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares2,454 from 811

Change+1,643 (+203%)

Value$81.3K (+$52.7K)

Filed 2026-10-16

DekaBank Deutsche Girozentrale

NEW

Shares2,324

Change+2,324

Value$77

Filed 2026-10-27

Parkside Financial Bank & Trust

DECREASED

Shares2,173 from 2,344

Change-171 (-7%)

Value$72.0K (-$10.6K)

Filed 2026-10-27

Central Trust Co

UNCHANGED

Shares2,057 from 2,057

Change0 (0%)

Value$68.1K (-$4.3K)

Filed 2026-11-05

Signaturefd, LLC

UNCHANGED

Shares1,729 from 1,729

Change0 (0%)

Value$57.3K (-$3.6K)

Filed 2026-10-23

Manitou Investment Management Ltd.

UNCHANGED

Shares1,700 from 1,700

Change0 (0%)

Value$56.3K (-$3.6K)

Filed 2026-10-15

Kelleher Financial Advisors

DECREASED

Shares1,600 from 1,925

Change-325 (-17%)

Value$53.0K (-$14.8K)

Filed 2026-10-30

Natixis

UNCHANGED

Shares1,468 from 1,468

Change0 (0%)

Value$48.9K (-$3.3K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares1,217 from 1,124

Change+93 (+8%)

Value$40.3K (+$706)

Filed 2026-11-04

Louisbourg Investments Inc.

UNCHANGED

Shares1,195 from 1,195

Change0 (0%)

Value$39.7K (-$2.3K)

Filed 2026-10-20

Assetmark, Inc

DECREASED

Shares1,143 from 1,172

Change-29 (-2%)

Value$37.9K (-$3.4K)

Filed 2026-10-21

Roxbury Financial LLC

INCREASED

Shares1,127 from 1,126

Change+1 (+0%)

Value$37.3K (-$2.3K)

Filed 2026-10-01

City Holding Co

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$33.1K (-$2.1K)

Filed 2026-10-19

Generali Asset Management SPA SGR

INCREASED

Shares972 from 956

Change+16 (+2%)

Value$45.8K (-$1.9K)

Filed 2026-10-26

Clearstead Advisors, LLC

INCREASED

Shares738 from 737

Change+1 (+0%)

Value$24.4K (-$1.6K)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

UNCHANGED

Shares715 from 715

Change0 (0%)

Value$23.7K (-$1.5K)

Filed 2026-10-20

Eastern Bank

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$23.2K (-$1.5K)

Filed 2026-10-05

Larson Financial Group LLC

UNCHANGED

Shares624 from 624

Change0 (0%)

Value$20.7K (-$1.3K)

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares609

Change+609

Value$20.2K

Filed 2026-11-03

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares603 from 603

Change0 (0%)

Value$20.0K (-$1.3K)

Filed 2026-10-23

Private Trust Co NA

DECREASED

Shares566 from 678

Change-112 (-17%)

Value$18.8K (-$5.1K)

Filed 2026-10-20

Compass Financial Management LLC

UNCHANGED

Shares480 from 480

Change0 (0%)

Value$15.9K (-$1.5K)

Filed 2026-10-30

Gold Investment Management Ltd.

INCREASED

Shares426 from 176

Change+250 (+142%)

Value$14.1K (+$7.9K)

Filed 2026-10-19

Triumph Capital Management

UNCHANGED

Shares425 from 425

Change0 (0%)

Value$14.1K (-$897)

Filed 2026-10-14

KFG LLC

NEW

Shares353

Change+353

Value$11.7K

Filed 2026-11-02

Parallel Advisors, LLC

DECREASED

Shares335 from 337

Change-2 (-1%)

Value$11.1K (-$777)

Filed 2026-11-03

Vision Financial Markets LLC

DECREASED

Shares320 from 420

Change-100 (-24%)

Value$10.8K (-$3.8K)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares307 from 324

Change-17 (-5%)

Value$10.2K (-$1.2K)

Filed 2026-10-08

Allworth Financial LP

INCREASED

Shares289 from 288

Change+1 (+0%)

Value$10.2K (+$35)

Filed 2026-11-06

Olistico Wealth, LLC

UNCHANGED

Shares280 from 280

Change0 (0%)

Value$9.3K (-$563)

Filed 2026-10-05

Gen-Wealth Partners Inc

UNCHANGED

Shares274 from 274

Change0 (0%)

Value$9.1K (-$578)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

NEW

Shares270

Change+270

Value$9.0K

Filed 2026-10-27

Birch Financial Group, LLC

NEW

Shares236

Change+236

Value$7.8K

Filed 2026-10-27

Signature Equity Partners, LLC

UNCHANGED

Shares232 from 232

Change0 (0%)

Value$7.7K (-$490)

Filed 2026-10-29

Pacifica Partners Inc.

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$7.5K (-$194)

Filed 2026-10-09

Archer Investment Corp

UNCHANGED

Shares208 from 208

Change0 (0%)

Value$6.9K (-$439)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$6.6K (-$422)

Filed 2026-10-30

Harbor Asset Planning, Inc.

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$5.8K (-$371)

Filed 2026-10-23

1620 Investment Advisors, Inc.

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$5.3K (-$337)

Filed 2026-11-04

Versant Capital Management, Inc

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$4.7K (-$284)

Filed 2026-10-02

Hilltop National Bank

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$4.3K (-$276)

Filed 2026-10-14

Lanark Financial, Inc.

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$4.2K (-$266)

Filed 2026-10-26

Bell Investment Advisors, Inc

INCREASED

Shares120 from 57

Change+63 (+111%)

Value$4.0K (+$2.0K)

Filed 2026-10-29

First Horizon Corp

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$3.8K (-$243)

Filed 2026-10-26

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares114 from 141

Change-27 (-19%)

Value$3.8K (-$1.2K)

Filed 2026-10-05

Hartford Financial Management Inc.

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$3.2K (-$207)

Filed 2026-10-21

Smallwood Wealth Investment Management, LLC

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$3.2K (-$205)

Filed 2026-10-30

Manchester Capital Management LLC

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$2.9K (-$181)

Filed 2026-10-22

First Bancorp, Inc

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$2.8K (-$177)

Filed 2026-10-26

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares82 from 34

Change+48 (+141%)

Value$2.7K (+$1.5K)

Filed 2026-10-27

Duncker Streett & Co Inc

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$2.7K (-$169)

Filed 2026-10-27

Gilpin Wealth Management, LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$2.6K (-$164)

Filed 2026-10-09

SBI Securities Co., Ltd.

INCREASED

Shares75 from 24

Change+51 (+213%)

Value$2.5K (+$1.6K)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$2.4K (-$150)

Filed 2026-11-05

Hara Capital LLC

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$2.1K (-$133)

Filed 2026-10-30

CGC Financial Services, LLC

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$1.9K (-$121)

Filed 2026-10-13

JFS Wealth Advisors, LLC

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$1.7K (-$110)

Filed 2026-11-03

Pinnacle Bancorp, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.7K (-$105)

Filed 2026-10-21

TD Private Client Wealth LLC

INCREASED

Shares49 from 13

Change+36 (+277%)

Value$1.6K (+$1.2K)

Filed 2026-10-28

Blue Trust, Inc.

INCREASED

Shares35 from 28

Change+7 (+25%)

Value$1.2K (+$173)

Filed 2026-10-15

Hilton Head Capital Partners, LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$1.1K (-$68)

Filed 2026-10-23

Godsey & Gibb, Inc

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.0K (-$65)

Filed 2026-10-14

Jnba Financial Advisors

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.0K (-$65)

Filed 2026-11-03

Ascentis Independent Advisors

INCREASED

Shares30 from 23

Change+7 (+30%)

Value$991 (+$183)

Filed 2026-11-03

Mather Group, Llc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.0K (-$64)

Filed 2026-10-14

Gamma Investing LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$895 (-$56)

Filed 2026-10-08

Asset Dedication, LLC

INCREASED

Shares26 from 12

Change+14 (+117%)

Value$862 (+$439)

Filed 2026-11-03

MTM Investment Management, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$596 (-$38)

Filed 2026-10-30

Bare Financial Services, Inc

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$464 (-$29)

Filed 2026-11-04

Farmers & Merchants Investments Inc

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$464 (-$29)

Filed 2026-10-22

Beutel, Goodman & Co Ltd.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$0 ($0)

Filed 2026-11-04

Main Street Group, LTD

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$331 (-$21)

Filed 2026-10-28

MV Capital Management, Inc.

NEW

Shares9

Change+9

Value$299

Filed 2026-10-29

Lodestone Wealth Management LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$265 (-$17)

Filed 2026-10-14

Golden State Wealth Management, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$166 (-$10)

Filed 2026-11-02

True Wealth Design, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$166 (-$11)

Filed 2026-10-13

Key FInancial Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$133 (-$8)

Filed 2026-11-02

Fortitude Family Office, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$66 (-$4)

Filed 2026-10-14

AGF Management LTD

CLOSED

Shares0 from 19,025

Change-19,025 (-100%)

Value$0 (-$670.2K)

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 8,847

Change-8,847 (-100%)

Value$0 (-$311.8K)

Filed 2026-10-16

Jcic Asset Management Inc.

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$6.8K)

Filed 2026-10-30

AdvisorNet Financial, Inc

CLOSED

Shares0 from 122

Change-122 (-100%)

Value$0 (-$4.3K)

Filed 2026-10-15

Chilton Capital Management LLC

CLOSED

Shares0 from 120

Change-120 (-100%)

Value$0 (-$4.2K)

Filed 2026-10-28

Sterling Capital Management LLC

CLOSED

Shares0 from 84

Change-84 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-22

Cornerstone Planning Group LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-16

LifeSteps Financial, Inc.

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$599)

Filed 2026-10-15

Avion Wealth

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 ($0)

Filed 2026-11-04

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$318)

Filed 2026-11-06

Stone House Investment Management, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$70)

Filed 2026-10-23

FMR LLC

N/A

Shares— from 21,894,771

Change-21,894,771 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,568,356

Change-14,568,356 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 8,855,108

Change-8,855,108 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 6,048,601

Change-6,048,601 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,554,724

Change-5,554,724 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 5,244,591

Change-5,244,591 (-100%)

Value—

Thornburg Investment Management Inc

N/A

Shares— from 3,721,332

Change-3,721,332 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 3,403,902

Change-3,403,902 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 2,779,943

Change-2,779,943 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,757,560

Change-2,757,560 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,157,673

Change-2,157,673 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 2,132,078

Change-2,132,078 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,844,124

Change-1,844,124 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,784,790

Change-1,784,790 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,781,923

Change-1,781,923 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 1,753,475

Change-1,753,475 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 1,648,279

Change-1,648,279 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,626,299

Change-1,626,299 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,405,526

Change-1,405,526 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,289,008

Change-1,289,008 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,222,942

Change-1,222,942 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 1,170,452

Change-1,170,452 (-100%)

Value—

Recurrent Investment Advisors LLC

N/A

Shares— from 1,158,738

Change-1,158,738 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,127,006

Change-1,127,006 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 1,004,618

Change-1,004,618 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 999,798

Change-999,798 (-100%)

Value—

Portland Investment Counsel Inc.

N/A

Shares— from 951,824

Change-951,824 (-100%)

Value—

Tortoise Capital Advisors, L.L.C.

N/A

Shares— from 943,552

Change-943,552 (-100%)

Value—

Capital International Investors

N/A

Shares— from 854,458

Change-854,458 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 833,871

Change-833,871 (-100%)

Value—

Norges Bank

N/A

Shares— from 759,445

Change-759,445 (-100%)

Value—

Boston Partners

N/A

Shares— from 753,936

Change-753,936 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 666,481

Change-666,481 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 540,885

Change-540,885 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 536,100

Change-536,100 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 486,641

Change-486,641 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 442,837

Change-442,837 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 420,520

Change-420,520 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 318,459

Change-318,459 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 305,104

Change-305,104 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 299,054

Change-299,054 (-100%)

Value—

FIL Ltd

N/A

Shares— from 293,627

Change-293,627 (-100%)

Value—

UBS Group AG

N/A

Shares— from 263,468

Change-263,468 (-100%)

Value—

British Columbia Investment Management Corp

N/A

Shares— from 257,021

Change-257,021 (-100%)

Value—

Hite Hedge Asset Management LLC

N/A

Shares— from 255,184

Change-255,184 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 235,511

Change-235,511 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 220,419

Change-220,419 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 212,851

Change-212,851 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 205,082

Change-205,082 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 196,169

Change-196,169 (-100%)

Value—

Ruffer LLP

N/A

Shares— from 179,920

Change-179,920 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 178,759

Change-178,759 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 177,796

Change-177,796 (-100%)

Value—

Ninepoint Partners LP

N/A

Shares— from 175,000

Change-175,000 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 159,293

Change-159,293 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 158,350

Change-158,350 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 154,597

Change-154,597 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 154,400

Change-154,400 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 151,270

Change-151,270 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 140,734

Change-140,734 (-100%)

Value—

TCW Group Inc

N/A

Shares— from 128,100

Change-128,100 (-100%)

Value—

Man Group plc

N/A

Shares— from 124,726

Change-124,726 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 116,281

Change-116,281 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 111,843

Change-111,843 (-100%)

Value—

Capital World Investors

N/A

Shares— from 105,426

Change-105,426 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 98,168

Change-98,168 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 93,119

Change-93,119 (-100%)

Value—

&partners

N/A

Shares— from 91,746

Change-91,746 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 89,117

Change-89,117 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 76,680

Change-76,680 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 73,867

Change-73,867 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 71,366

Change-71,366 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 64,006

Change-64,006 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 63,346

Change-63,346 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 61,779

Change-61,779 (-100%)

Value—

SIG North Trading, ULC

N/A

Shares— from 61,171

Change-61,171 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 55,903

Change-55,903 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 53,727

Change-53,727 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 53,128

Change-53,128 (-100%)

Value—

Greenline Partners, LLC

N/A

Shares— from 49,305

Change-49,305 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 46,372

Change-46,372 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 44,275

Change-44,275 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 43,863

Change-43,863 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 41,726

Change-41,726 (-100%)

Value—

Investment Management Corp of Ontario

N/A

Shares— from 41,641

Change-41,641 (-100%)

Value—

Capital Group Private Client Services, Inc.

N/A

Shares— from 41,275

Change-41,275 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 36,605

Change-36,605 (-100%)

Value—

Steadtrust LLC

N/A

Shares— from 33,920

Change-33,920 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 32,708

Change-32,708 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 30,911

Change-30,911 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 30,820

Change-30,820 (-100%)

Value—

Capital International Sarl

N/A

Shares— from 30,096

Change-30,096 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 29,776

Change-29,776 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29,630

Change-29,630 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 29,590

Change-29,590 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 29,364

Change-29,364 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 26,762

Change-26,762 (-100%)

Value—

Bank of Nova Scotia Trust Co

N/A

Shares— from 24,661

Change-24,661 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 23,269

Change-23,269 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 22,433

Change-22,433 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 22,253

Change-22,253 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 21,400

Change-21,400 (-100%)

Value—

Timelo Investment Management Inc.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Spark Investment Management LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,981

Change-16,981 (-100%)

Value—

Dividend Assets Capital, LLC

N/A

Shares— from 16,531

Change-16,531 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 15,600

Change-15,600 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 15,391

Change-15,391 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 14,296

Change-14,296 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,657

Change-13,657 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 13,558

Change-13,558 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 12,897

Change-12,897 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 12,614

Change-12,614 (-100%)

Value—

DV Trading LLC

N/A

Shares— from 12,600

Change-12,600 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,782

Change-11,782 (-100%)

Value—

Sovereign Investment Advisors, LLC

N/A

Shares— from 11,049

Change-11,049 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 11,020

Change-11,020 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 9,483

Change-9,483 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 9,146

Change-9,146 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,092

Change-9,092 (-100%)

Value—

Chelsea Counsel Co

N/A

Shares— from 8,630

Change-8,630 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 8,591

Change-8,591 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 8,570

Change-8,570 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 8,070

Change-8,070 (-100%)

Value—

Hazelview Securities Inc.

N/A

Shares— from 7,347

Change-7,347 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 7,154

Change-7,154 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 6,913

Change-6,913 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 6,401

Change-6,401 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 4,419

Change-4,419 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,841

Change-1,841 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,727

Change-1,727 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 1,037

Change-1,037 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 717

Change-717 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 623

Change-623 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 532

Change-532 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 471

Change-471 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 441

Change-441 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 418

Change-418 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 404

Change-404 (-100%)

Value—

Bollard Group LLC

N/A

Shares— from 312

Change-312 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 247

Change-247 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 246

Change-246 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 240

Change-240 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 229

Change-229 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 222

Change-222 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 209

Change-209 (-100%)

Value—

CNB Bank

N/A

Shares— from 181

Change-181 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 174

Change-174 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 160

Change-160 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 145

Change-145 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Rogco, LP

N/A

Shares— from 100

Change-100 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 93

Change-93 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 80

Change-80 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 59

Change-59 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 38

Change-38 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 22

Change-22 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Lavaca Capital LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 15

Change-15 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 6

Change-6 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	3,337,228	3,043,017	+294,211	+10%	$107.2M	$110.6M	+$3.3M	2026-11-04
MacKenzie Financial Corp	DECREASED	2,067,144	2,535,573	-468,429	-18%	$126.7M	$68.5M	-$58.2M	2026-11-02
TD Waterhouse Canada Inc.	INCREASED	1,978,562	1,946,786	+31,776	+2%	$67.1M	$66.3M	-$831.1K	2026-10-16
Barclays PLC	INCREASED	1,222,282	1,129,454	+92,828	+8%	$39.8M	$40.5M	+$692.2K	2026-11-06
Intact Investment Management Inc.	INCREASED	1,160,660	1,015,860	+144,800	+14%	$35.8M	$38.4M	+$2.7M	2026-11-03
Cushing Asset Management, LP dba NXG Investment Management	DECREASED	705,500	855,500	-150,000	-18%	$30.1M	$23.4M	-$6.8M	2026-10-26
Geode Capital Management, LLC	DECREASED	703,387	849,366	-145,979	-17%	$33.0M	$26.2M	-$6.8M	2026-11-06
Miller Howard Investments Inc	INCREASED	530,682	496,936	+33,746	+7%	$17.5M	$17.6M	+$69.5K	2026-10-26
CIBC Asset Management Inc	INCREASED	397,629	379,616	+18,013	+5%	$13.3M	$13.2M	-$159.5K	2026-11-05
Heathbridge Capital Management Ltd.	DECREASED	334,625	338,000	-3,375	-1%	$11.9M	$11.1M	-$802.1K	2026-10-29
Maryland State Retirement & Pension System	DECREASED	203,269	224,850	-21,581	-10%	$7.9M	$6.7M	-$1.2M	2026-11-05
Exchange Traded Concepts, LLC	DECREASED	194,570	204,986	-10,416	-5%	$7.2M	$6.4M	-$777.6K	2026-10-28
Columbus Macro, LLC	NEW	184,122	—	+184,122	—	—	$6.1M	—	2026-10-14
Viewpoint Investment Partners Corp	UNCHANGED	159,522	159,522	0	0%	$5.3M	$5.0M	-$304.4K	2026-10-26
BCV Asset Management Inc.	DECREASED	137,473	141,527	-4,054	-3%	$5.1M	$4.6M	-$496.5K	2026-11-06
Triasima Portfolio Management inc.	DECREASED	126,160	127,160	-1,000	-1%	$4.5M	$4.2M	-$288.9K	2026-10-15
Citigroup Inc	INCREASED	113,602	63,464	+50,138	+79%	$2.2M	$3.8M	+$1.5M	2026-11-04
Catalyst Capital Advisors LLC	DECREASED	108,088	114,629	-6,541	-6%	$4.0M	$3.6M	-$458.6K	2026-11-02
Deutsche Bank Ag\	INCREASED	93,637	49,210	+44,427	+90%	$1.7M	$3.1M	+$1.4M	2026-11-06
Ausbil Investment Management Ltd	UNCHANGED	92,771	92,771	0	0%	$3.3M	$3.1M	-$182.4K	2026-10-08
Amundi	INCREASED	71,630	70,888	+742	+1%	$2.5M	$2.4M	-$125.0K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	70,199	70,993	-794	-1%	$2.5M	$2.3M	-$176.1K	2026-11-02
Moors & Cabot, Inc.	DECREASED	57,193	126,835	-69,642	-55%	$4.5M	$1.9M	-$2.6M	2026-11-06
Alps Advisors Inc	INCREASED	46,781	45,135	+1,646	+4%	$1.6M	$1.5M	-$40.7K	2026-11-03
Achmea Investment Management B.V.	NEW	46,300	—	+46,300	—	—	$1.5M	—	2026-10-30
LPL Financial LLC	INCREASED	45,864	45,425	+439	+1%	$1.6M	$1.5M	-$81.3K	2026-11-06
Pictet Asset Management Holding SA	UNCHANGED	40,255	40,255	0	0%	$1.4M	$1.3M	-$81.0K	2026-11-03
Baskin Financial Services Inc.	NEW	35,380	—	+35,380	—	—	$1.2K	—	2026-10-19
Oppenheimer & Co Inc	DECREASED	32,790	37,820	-5,030	-13%	$1.3M	$1.1M	-$246.4K	2026-10-26
Creative Planning	DECREASED	27,410	27,506	-96	0%	$969.3K	$908.1K	-$61.2K	2026-11-02
Russell Investments Group, Ltd.	DECREASED	24,217	71,305	-47,088	-66%	$2.5M	$803.0K	-$1.7M	2026-11-06
SL Advisors, LLC	DECREASED	20,754	21,224	-470	-2%	$747.9K	$687.6K	-$60.4K	2026-10-13
ProShare Advisors LLC	DECREASED	18,818	21,974	-3,156	-14%	$774.1K	$623.3K	-$150.7K	2026-10-29
Cardinal Point Capital Management ULC	DECREASED	18,707	19,307	-600	-3%	$678.8K	$621.5K	-$57.3K	2026-10-21
SeaCrest Wealth Management, LLC	DECREASED	16,090	16,657	-567	-3%	$587.0K	$533.1K	-$53.9K	2026-10-21
apricus wealth, LLC	INCREASED	16,000	15,350	+650	+4%	$540.9K	$530.1K	-$10.9K	2026-10-26
Fiera Capital Corp	NEW	15,381	—	+15,381	—	—	$510.0K	—	2026-11-06
Nykredit A/S	INCREASED	14,800	3,900	+10,900	+279%	$137.3K	$491.4K	+$354.1K	2026-11-06
Swiss Life Asset Management Ltd	INCREASED	13,845	13,744	+101	+1%	$482.8K	$459.6K	-$23.2K	2026-11-03
Viking Fund Management LLC	UNCHANGED	12,000	12,000	0	0%	$422.9K	$397.6K	-$25.3K	2026-10-14
Spirit of America Management Corp	DECREASED	10,765	13,765	-3,000	-22%	$485.1K	$356.6K	-$128.4K	2026-10-14
Guardian Partners Inc.	DECREASED	10,535	11,311	-776	-7%	$398.3K	$349.8K	-$48.5K	2026-10-21
Lipe & Dalton	UNCHANGED	9,844	9,844	0	0%	$245	$230	-$15	2026-10-15
Principal Financial Group Inc	DECREASED	8,854	22,654	-13,800	-61%	$797.7K	$294.0K	-$503.8K	2026-11-02
Tectonic Advisors LLC	INCREASED	7,628	7,447	+181	+2%	$262.4K	$252.8K	-$9.6K	2026-10-22
Cidel Asset Management Inc	INCREASED	7,589	7,429	+160	+2%	$261.6K	$252.0K	-$9.6K	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	6,966	7,021	-55	-1%	$247.0K	$231	-$246.8K	2026-11-02
Thrivent Financial for Lutherans	NEW	6,724	—	+6,724	—	—	$223	—	2026-11-05
PNC Financial Services Group, Inc.	INCREASED	6,035	6,004	+31	+1%	$211.6K	$199.9K	-$11.6K	2026-11-06
Caitong International Asset Management Co., Ltd	DECREASED	5,894	6,201	-307	-5%	$218.5K	$195.3K	-$23.3K	2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab	DECREASED	4,911	5,882	-971	-17%	$207.1K	$163.1K	-$44.1K	2026-10-19
US Bancorp \de\	DECREASED	3,533	4,910	-1,377	-28%	$173.0K	$117.0K	-$56.0K	2026-11-05
Fulcrum Asset Management LLP	DECREASED	3,384	3,466	-82	-2%	$122.0K	$112.1K	-$9.9K	2026-11-04
IFP Advisors, Inc	INCREASED	2,454	811	+1,643	+203%	$28.6K	$81.3K	+$52.7K	2026-10-16
DekaBank Deutsche Girozentrale	NEW	2,324	—	+2,324	—	—	$77	—	2026-10-27
Parkside Financial Bank & Trust	DECREASED	2,173	2,344	-171	-7%	$82.6K	$72.0K	-$10.6K	2026-10-27
Central Trust Co	UNCHANGED	2,057	2,057	0	0%	$72.5K	$68.1K	-$4.3K	2026-11-05
Signaturefd, LLC	UNCHANGED	1,729	1,729	0	0%	$60.9K	$57.3K	-$3.6K	2026-10-23
Manitou Investment Management Ltd.	UNCHANGED	1,700	1,700	0	0%	$59.9K	$56.3K	-$3.6K	2026-10-15
Kelleher Financial Advisors	DECREASED	1,600	1,925	-325	-17%	$67.8K	$53.0K	-$14.8K	2026-10-30
Natixis	UNCHANGED	1,468	1,468	0	0%	$52.1K	$48.9K	-$3.3K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	1,217	1,124	+93	+8%	$39.6K	$40.3K	+$706	2026-11-04
Louisbourg Investments Inc.	UNCHANGED	1,195	1,195	0	0%	$42.0K	$39.7K	-$2.3K	2026-10-20
Assetmark, Inc	DECREASED	1,143	1,172	-29	-2%	$41.3K	$37.9K	-$3.4K	2026-10-21
Roxbury Financial LLC	INCREASED	1,127	1,126	+1	+0%	$39.7K	$37.3K	-$2.3K	2026-10-01
City Holding Co	UNCHANGED	1,000	1,000	0	0%	$35.2K	$33.1K	-$2.1K	2026-10-19
Generali Asset Management SPA SGR	INCREASED	972	956	+16	+2%	$47.8K	$45.8K	-$1.9K	2026-10-26
Clearstead Advisors, LLC	INCREASED	738	737	+1	+0%	$26.0K	$24.4K	-$1.6K	2026-11-06
Physician Wealth Advisors, Inc.	UNCHANGED	715	715	0	0%	$25.2K	$23.7K	-$1.5K	2026-10-20
Eastern Bank	UNCHANGED	700	700	0	0%	$24.7K	$23.2K	-$1.5K	2026-10-05
Larson Financial Group LLC	UNCHANGED	624	624	0	0%	$22.0K	$20.7K	-$1.3K	2026-11-05
Ascentis Wealth Management, LLC	NEW	609	—	+609	—	—	$20.2K	—	2026-11-03
Wilmington Savings Fund Society, FSB	UNCHANGED	603	603	0	0%	$21.3K	$20.0K	-$1.3K	2026-10-23
Private Trust Co NA	DECREASED	566	678	-112	-17%	$23.9K	$18.8K	-$5.1K	2026-10-20
Compass Financial Management LLC	UNCHANGED	480	480	0	0%	$17.4K	$15.9K	-$1.5K	2026-10-30
Gold Investment Management Ltd.	INCREASED	426	176	+250	+142%	$6.2K	$14.1K	+$7.9K	2026-10-19
Triumph Capital Management	UNCHANGED	425	425	0	0%	$15.0K	$14.1K	-$897	2026-10-14
KFG LLC	NEW	353	—	+353	—	—	$11.7K	—	2026-11-02
Parallel Advisors, LLC	DECREASED	335	337	-2	-1%	$11.9K	$11.1K	-$777	2026-11-03
Vision Financial Markets LLC	DECREASED	320	420	-100	-24%	$14.5K	$10.8K	-$3.8K	2026-10-22
Farther Finance Advisors, LLC	DECREASED	307	324	-17	-5%	$11.4K	$10.2K	-$1.2K	2026-10-08
Allworth Financial LP	INCREASED	289	288	+1	+0%	$10.2K	$10.2K	+$35	2026-11-06
Olistico Wealth, LLC	UNCHANGED	280	280	0	0%	$9.9K	$9.3K	-$563	2026-10-05
Gen-Wealth Partners Inc	UNCHANGED	274	274	0	0%	$9.7K	$9.1K	-$578	2026-11-04
Cassaday & Co Wealth Management LLC	NEW	270	—	+270	—	—	$9.0K	—	2026-10-27
Birch Financial Group, LLC	NEW	236	—	+236	—	—	$7.8K	—	2026-10-27
Signature Equity Partners, LLC	UNCHANGED	232	232	0	0%	$8.2K	$7.7K	-$490	2026-10-29
Pacifica Partners Inc.	UNCHANGED	225	225	0	0%	$7.7K	$7.5K	-$194	2026-10-09
Archer Investment Corp	UNCHANGED	208	208	0	0%	$7.3K	$6.9K	-$439	2026-11-05
Spire Wealth Management	UNCHANGED	200	200	0	0%	$7.0K	$6.6K	-$422	2026-10-30
Harbor Asset Planning, Inc.	UNCHANGED	176	176	0	0%	$6.2K	$5.8K	-$371	2026-10-23
1620 Investment Advisors, Inc.	UNCHANGED	160	160	0	0%	$5.6K	$5.3K	-$337	2026-11-04
Versant Capital Management, Inc	UNCHANGED	141	141	0	0%	$5.0K	$4.7K	-$284	2026-10-02
Hilltop National Bank	UNCHANGED	131	131	0	0%	$4.6K	$4.3K	-$276	2026-10-14
Lanark Financial, Inc.	UNCHANGED	126	126	0	0%	$4.4K	$4.2K	-$266	2026-10-26
Bell Investment Advisors, Inc	INCREASED	120	57	+63	+111%	$2.0K	$4.0K	+$2.0K	2026-10-29
First Horizon Corp	UNCHANGED	115	115	0	0%	$4.1K	$3.8K	-$243	2026-10-26
MassMutual Private Wealth & Trust, FSB	DECREASED	114	141	-27	-19%	$5.0K	$3.8K	-$1.2K	2026-10-05
Hartford Financial Management Inc.	UNCHANGED	98	98	0	0%	$3.5K	$3.2K	-$207	2026-10-21
Smallwood Wealth Investment Management, LLC	UNCHANGED	97	97	0	0%	$3.4K	$3.2K	-$205	2026-10-30
Manchester Capital Management LLC	UNCHANGED	86	86	0	0%	$3.0K	$2.9K	-$181	2026-10-22
First Bancorp, Inc	UNCHANGED	84	84	0	0%	$3.0K	$2.8K	-$177	2026-10-26
Pinnacle Wealth Planning Services, Inc.	INCREASED	82	34	+48	+141%	$1.2K	$2.7K	+$1.5K	2026-10-27
Duncker Streett & Co Inc	UNCHANGED	80	80	0	0%	$2.8K	$2.7K	-$169	2026-10-27
Gilpin Wealth Management, LLC	UNCHANGED	78	78	0	0%	$2.7K	$2.6K	-$164	2026-10-09
SBI Securities Co., Ltd.	INCREASED	75	24	+51	+213%	$846	$2.5K	+$1.6K	2026-10-22
Silver Grove Financial Group, Inc.	UNCHANGED	71	71	0	0%	$2.5K	$2.4K	-$150	2026-11-05
Hara Capital LLC	UNCHANGED	63	63	0	0%	$2.3K	$2.1K	-$133	2026-10-30
CGC Financial Services, LLC	UNCHANGED	57	57	0	0%	$2.0K	$1.9K	-$121	2026-10-13
JFS Wealth Advisors, LLC	UNCHANGED	52	52	0	0%	$1.8K	$1.7K	-$110	2026-11-03
Pinnacle Bancorp, Inc.	UNCHANGED	50	50	0	0%	$1.8K	$1.7K	-$105	2026-10-21
TD Private Client Wealth LLC	INCREASED	49	13	+36	+277%	$458	$1.6K	+$1.2K	2026-10-28
Blue Trust, Inc.	INCREASED	35	28	+7	+25%	$987	$1.2K	+$173	2026-10-15
Hilton Head Capital Partners, LLC	UNCHANGED	32	32	0	0%	$1.1K	$1.1K	-$68	2026-10-23
Godsey & Gibb, Inc	UNCHANGED	31	31	0	0%	$1.1K	$1.0K	-$65	2026-10-14
Jnba Financial Advisors	UNCHANGED	31	31	0	0%	$1.1K	$1.0K	-$65	2026-11-03
Ascentis Independent Advisors	INCREASED	30	23	+7	+30%	$808	$991	+$183	2026-11-03
Mather Group, Llc.	UNCHANGED	30	30	0	0%	$1.1K	$1.0K	-$64	2026-10-14
Gamma Investing LLC	UNCHANGED	27	27	0	0%	$951	$895	-$56	2026-10-08
Asset Dedication, LLC	INCREASED	26	12	+14	+117%	$423	$862	+$439	2026-11-03
MTM Investment Management, LLC	UNCHANGED	18	18	0	0%	$634	$596	-$38	2026-10-30
Bare Financial Services, Inc	UNCHANGED	14	14	0	0%	$493	$464	-$29	2026-11-04
Farmers & Merchants Investments Inc	UNCHANGED	14	14	0	0%	$493	$464	-$29	2026-10-22
Beutel, Goodman & Co Ltd.	UNCHANGED	10	10	0	0%	$0	$0	$0	2026-11-04
Main Street Group, LTD	UNCHANGED	10	10	0	0%	$352	$331	-$21	2026-10-28
MV Capital Management, Inc.	NEW	9	—	+9	—	—	$299	—	2026-10-29
Lodestone Wealth Management LLC	UNCHANGED	8	8	0	0%	$282	$265	-$17	2026-10-14
Golden State Wealth Management, LLC	UNCHANGED	5	5	0	0%	$176	$166	-$10	2026-11-02
True Wealth Design, LLC	UNCHANGED	5	5	0	0%	$177	$166	-$11	2026-10-13
Key FInancial Inc	UNCHANGED	4	4	0	0%	$141	$133	-$8	2026-11-02
Fortitude Family Office, LLC	UNCHANGED	2	2	0	0%	$70	$66	-$4	2026-10-14
AGF Management LTD	CLOSED	0	19,025	-19,025	-100%	$670.2K	$0	-$670.2K	2026-11-03
Y-Intercept (Hong Kong) Ltd	CLOSED	0	8,847	-8,847	-100%	$311.8K	$0	-$311.8K	2026-10-16
Jcic Asset Management Inc.	CLOSED	0	205	-205	-100%	$6.8K	$0	-$6.8K	2026-10-30
AdvisorNet Financial, Inc	CLOSED	0	122	-122	-100%	$4.3K	$0	-$4.3K	2026-10-15
Chilton Capital Management LLC	CLOSED	0	120	-120	-100%	$4.2K	$0	-$4.2K	2026-10-28
Sterling Capital Management LLC	CLOSED	0	84	-84	-100%	$3.0K	$0	-$3.0K	2026-10-22
Cornerstone Planning Group LLC	CLOSED	0	50	-50	-100%	$1.9K	$0	-$1.9K	2026-10-16
LifeSteps Financial, Inc.	CLOSED	0	17	-17	-100%	$599	$0	-$599	2026-10-15
Avion Wealth	CLOSED	0	16	-16	-100%	$0	$0	$0	2026-11-04
Institute for Wealth Management, Llc.	CLOSED	0	9	-9	-100%	$318	$0	-$318	2026-11-06
Stone House Investment Management, LLC	CLOSED	0	2	-2	-100%	$70	$0	-$70	2026-10-23
FMR LLC	N/A	—	21,894,771	-21,894,771	-100%	$771.3M	—	—	—
Royal Bank of Canada	N/A	—	14,568,356	-14,568,356	-100%	$513.4M	—	—	—
Clearbridge Investments, LLC	N/A	—	8,855,108	-8,855,108	-100%	$312.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	6,048,601	-6,048,601	-100%	$213.1M	—	—	—
Bank of Montreal	N/A	—	5,554,724	-5,554,724	-100%	$195.5M	—	—	—
Price T Rowe Associates Inc	N/A	—	5,244,591	-5,244,591	-100%	$184.8M	—	—	—
Thornburg Investment Management Inc	N/A	—	3,721,332	-3,721,332	-100%	$131.0M	—	—	—
CIBC World Market Inc.	N/A	—	3,403,902	-3,403,902	-100%	$119.8M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	2,779,943	-2,779,943	-100%	$97.8M	—	—	—
Bank of America Corp	N/A	—	2,757,560	-2,757,560	-100%	$97.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,157,673	-2,157,673	-100%	$76.0M	—	—	—
American Century Companies Inc	N/A	—	2,132,078	-2,132,078	-100%	$75.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,844,124	-1,844,124	-100%	$65.0M	—	—	—
Legal & General Group Plc	N/A	—	1,784,790	-1,784,790	-100%	$62.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,781,923	-1,781,923	-100%	$62.8M	—	—	—
Scotia Capital Inc.	N/A	—	1,753,475	-1,753,475	-100%	$61.7M	—	—	—
TD Asset Management Inc	N/A	—	1,648,279	-1,648,279	-100%	$58.0M	—	—	—
Morgan Stanley	N/A	—	1,626,299	-1,626,299	-100%	$57.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,405,526	-1,405,526	-100%	$49.5M	—	—	—
Invesco Ltd.	N/A	—	1,289,008	-1,289,008	-100%	$45.4M	—	—	—
Two Sigma Investments, LP	N/A	—	1,222,942	-1,222,942	-100%	$43.1M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	1,170,452	-1,170,452	-100%	$41.2M	—	—	—
Recurrent Investment Advisors LLC	N/A	—	1,158,738	-1,158,738	-100%	$40.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,127,006	-1,127,006	-100%	$39.7M	—	—	—
Westwood Holdings Group Inc	N/A	—	1,004,618	-1,004,618	-100%	$35.4M	—	—	—
Toronto Dominion Bank	N/A	—	999,798	-999,798	-100%	$35.2M	—	—	—
Portland Investment Counsel Inc.	N/A	—	951,824	-951,824	-100%	$33.5M	—	—	—
Tortoise Capital Advisors, L.L.C.	N/A	—	943,552	-943,552	-100%	$33.3M	—	—	—
Capital International Investors	N/A	—	854,458	-854,458	-100%	$30.1M	—	—	—
Brookfield Corp	N/A	—	833,871	-833,871	-100%	$29.4M	—	—	—
Norges Bank	N/A	—	759,445	-759,445	-100%	$26.7M	—	—	—
Boston Partners	N/A	—	753,936	-753,936	-100%	$26.8M	—	—	—
Blackstone Inc.	N/A	—	666,481	-666,481	-100%	$23.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	540,885	-540,885	-100%	$19.0M	—	—	—
National Bank of Canada	N/A	—	536,100	-536,100	-100%	$18.7M	—	—	—
BlackRock, Inc.	N/A	—	486,641	-486,641	-100%	$17.1M	—	—	—
JPMorgan Chase & Co	N/A	—	442,837	-442,837	-100%	$15.9M	—	—	—
Swiss National Bank	N/A	—	420,520	-420,520	-100%	$14.8M	—	—	—
Citadel Advisors LLC	N/A	—	318,459	-318,459	-100%	$11.2M	—	—	—
Jane Street Group, LLC	N/A	—	305,104	-305,104	-100%	$10.7M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	299,054	-299,054	-100%	$10.5M	—	—	—
FIL Ltd	N/A	—	293,627	-293,627	-100%	$10.3M	—	—	—
UBS Group AG	N/A	—	263,468	-263,468	-100%	$9.3M	—	—	—
British Columbia Investment Management Corp	N/A	—	257,021	-257,021	-100%	$9.0M	—	—	—
Hite Hedge Asset Management LLC	N/A	—	255,184	-255,184	-100%	$9.0M	—	—	—
Bank of Nova Scotia	N/A	—	235,511	-235,511	-100%	$8.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	220,419	-220,419	-100%	$7.8M	—	—	—
Alberta Investment Management Corp	N/A	—	212,851	-212,851	-100%	$7.5M	—	—	—
Trexquant Investment LP	N/A	—	205,082	-205,082	-100%	$7.2M	—	—	—
Treasurer of the State of North Carolina	N/A	—	196,169	-196,169	-100%	$6.9M	—	—	—
Ruffer LLP	N/A	—	179,920	-179,920	-100%	$6.3M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	178,759	-178,759	-100%	$6.3M	—	—	—
Purpose Unlimited Inc.	N/A	—	177,796	-177,796	-100%	$6.3M	—	—	—
Ninepoint Partners LP	N/A	—	175,000	-175,000	-100%	$6.2M	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	159,293	-159,293	-100%	$5.6M	—	—	—
Van Eck Associates Corp	N/A	—	158,350	-158,350	-100%	$5.6M	—	—	—
Franklin Resources Inc	N/A	—	154,597	-154,597	-100%	$5.4M	—	—	—
Canada Pension Plan Investment Board	N/A	—	154,400	-154,400	-100%	$5.4M	—	—	—
Nuveen, LLC	N/A	—	151,270	-151,270	-100%	$5.3M	—	—	—
HRT Financial LP	N/A	—	140,734	-140,734	-100%	$5.0M	—	—	—
TCW Group Inc	N/A	—	128,100	-128,100	-100%	$4.5M	—	—	—
Man Group plc	N/A	—	124,726	-124,726	-100%	$4.4M	—	—	—
1832 Asset Management L.P.	N/A	—	116,281	-116,281	-100%	$4.1M	—	—	—
Millennium Management LLC	N/A	—	111,843	-111,843	-100%	$3.9M	—	—	—
Capital World Investors	N/A	—	105,426	-105,426	-100%	$3.7M	—	—	—
XTX Topco Ltd	N/A	—	98,168	-98,168	-100%	$3.5M	—	—	—
Northern Trust Corp	N/A	—	93,119	-93,119	-100%	$3.3M	—	—	—
&partners	N/A	—	91,746	-91,746	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	89,117	-89,117	-100%	$3.1M	—	—	—
Renaissance Technologies LLC	N/A	—	76,680	-76,680	-100%	$2.7M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	73,867	-73,867	-100%	$2.6M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	71,366	-71,366	-100%	$2.5M	—	—	—
Lazard Asset Management LLC	N/A	—	64,006	-64,006	-100%	$2.3M	—	—	—
Numerai GP LLC	N/A	—	63,346	-63,346	-100%	$2.2M	—	—	—
First Trust Advisors LP	N/A	—	61,779	-61,779	-100%	$2.2M	—	—	—
SIG North Trading, ULC	N/A	—	61,171	-61,171	-100%	$2.2M	—	—	—
Raymond James Financial Inc	N/A	—	55,903	-55,903	-100%	$2.0M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	53,727	-53,727	-100%	$1.9M	—	—	—
Vident Advisory, LLC	N/A	—	53,128	-53,128	-100%	$1.9M	—	—	—
Greenline Partners, LLC	N/A	—	49,305	-49,305	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	46,372	-46,372	-100%	$1.6M	—	—	—
HighTower Advisors, LLC	N/A	—	44,275	-44,275	-100%	$1.6M	—	—	—
Picton Mahoney Asset Management	N/A	—	43,863	-43,863	-100%	$1.5M	—	—	—
Neuberger Berman Group LLC	N/A	—	41,726	-41,726	-100%	$1.5M	—	—	—
Investment Management Corp of Ontario	N/A	—	41,641	-41,641	-100%	$1.5M	—	—	—
Capital Group Private Client Services, Inc.	N/A	—	41,275	-41,275	-100%	$1.5M	—	—	—
Quantbot Technologies LP	N/A	—	36,605	-36,605	-100%	$1.3M	—	—	—
Steadtrust LLC	N/A	—	33,920	-33,920	-100%	$1.2M	—	—	—
Jones Financial Companies Lllp	N/A	—	32,708	-32,708	-100%	$1.2M	—	—	—
Tidal Investments LLC	N/A	—	30,911	-30,911	-100%	$1.1M	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	30,820	-30,820	-100%	$1.1M	—	—	—
Capital International Sarl	N/A	—	30,096	-30,096	-100%	$1.1M	—	—	—
Entropy Technologies, LP	N/A	—	29,776	-29,776	-100%	$1.0M	—	—	—
Wells Fargo & Company	N/A	—	29,630	-29,630	-100%	$1.0M	—	—	—
Alliancebernstein L.P.	N/A	—	29,590	-29,590	-100%	$985.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	29,364	-29,364	-100%	$1.0M	—	—	—
Voloridge Investment Management, LLC	N/A	—	26,762	-26,762	-100%	$943.1K	—	—	—
Bank of Nova Scotia Trust Co	N/A	—	24,661	-24,661	-100%	$869.1K	—	—	—
Squarepoint Ops LLC	N/A	—	23,269	-23,269	-100%	$820.0K	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	22,433	-22,433	-100%	$790.5K	—	—	—
Metis Global Partners, LLC	N/A	—	22,253	-22,253	-100%	$783.6K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	21,400	-21,400	-100%	$754.1K	—	—	—
Timelo Investment Management Inc.	N/A	—	20,000	-20,000	-100%	$704.8K	—	—	—
Spark Investment Management LLC	N/A	—	17,000	-17,000	-100%	$598.3K	—	—	—
Cetera Investment Advisers	N/A	—	16,981	-16,981	-100%	$598.1K	—	—	—
Dividend Assets Capital, LLC	N/A	—	16,531	-16,531	-100%	$582.6K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	15,600	-15,600	-100%	$549.7K	—	—	—
Engineers Gate Manager LP	N/A	—	15,391	-15,391	-100%	$542.2K	—	—	—
Mutual Advisors, LLC	N/A	—	14,296	-14,296	-100%	$503.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	13,657	-13,657	-100%	$481.3K	—	—	—
AQR Capital Management LLC	N/A	—	13,558	-13,558	-100%	$477.2K	—	—	—
Magnetar Financial LLC	N/A	—	12,897	-12,897	-100%	$454.5K	—	—	—
Graham Capital Management, L.P.	N/A	—	12,614	-12,614	-100%	$444.5K	—	—	—
DV Trading LLC	N/A	—	12,600	-12,600	-100%	$444.0K	—	—	—
Quantinno Capital Management LP	N/A	—	11,782	-11,782	-100%	$415.1K	—	—	—
Sovereign Investment Advisors, LLC	N/A	—	11,049	-11,049	-100%	$394.6K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	11,020	-11,020	-100%	$388.3K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	9,483	-9,483	-100%	$335.0K	—	—	—
Allianz Asset Management GmbH	N/A	—	9,146	-9,146	-100%	$322.1K	—	—	—
Mariner, LLC	N/A	—	9,092	-9,092	-100%	$320.4K	—	—	—
Chelsea Counsel Co	N/A	—	8,630	-8,630	-100%	$307.8K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	8,591	-8,591	-100%	$302.7K	—	—	—
Fieldview Capital Management, LLC	N/A	—	8,570	-8,570	-100%	$301.9K	—	—	—
Headlands Technologies LLC	N/A	—	8,070	-8,070	-100%	$284.4K	—	—	—
Hazelview Securities Inc.	N/A	—	7,347	-7,347	-100%	$255.1K	—	—	—
Old Mission Capital LLC	N/A	—	7,154	-7,154	-100%	$252.1K	—	—	—
Advisors Asset Management, Inc.	N/A	—	6,913	-6,913	-100%	$243.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	6,401	-6,401	-100%	$225.6K	—	—	—
Group One Trading LLC	N/A	—	4,419	-4,419	-100%	$155.7K	—	—	—
Harbour Investments, Inc.	N/A	—	1,841	-1,841	-100%	$64.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,727	-1,727	-100%	$60.9K	—	—	—
Rhumbline Advisers	N/A	—	1,037	-1,037	-100%	$36.5K	—	—	—
BFC Planning, Inc.	N/A	—	717	-717	-100%	$25.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	623	-623	-100%	$22.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	532	-532	-100%	$18.7K	—	—	—
Wellington-Altus USA Inc.	N/A	—	471	-471	-100%	$16.0K	—	—	—
Arax Advisory Partners	N/A	—	441	-441	-100%	$15.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	418	-418	-100%	$14.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	404	-404	-100%	$14.2K	—	—	—
Bollard Group LLC	N/A	—	312	-312	-100%	$11.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	247	-247	-100%	$8.9K	—	—	—
Aventura Private Wealth, LLC	N/A	—	246	-246	-100%	$8.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	240	-240	-100%	$8.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	229	-229	-100%	$8.1K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	222	-222	-100%	$7.9K	—	—	—
Bessemer Group Inc	N/A	—	209	-209	-100%	$7	—	—	—
CNB Bank	N/A	—	181	-181	-100%	$6.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	174	-174	-100%	$6.1K	—	—	—
Colonial Trust Co / SC	N/A	—	160	-160	-100%	$5.6K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	145	-145	-100%	$5.1K	—	—	—
IFG Advisory, LLC	N/A	—	118	-118	-100%	$4.2K	—	—	—
ESL Trust Services, LLC	N/A	—	100	-100	-100%	$3.5K	—	—	—
Rogco, LP	N/A	—	100	-100	-100%	$3.5K	—	—	—
Synergy Investment Management, LLC	N/A	—	96	-96	-100%	$3.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	93	-93	-100%	$3.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	80	-80	-100%	$2.8K	—	—	—
Aviso Financial Inc.	N/A	—	59	-59	-100%	$2.1K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	52	-52	-100%	$1.8K	—	—	—
Vision Retirement, LLC	N/A	—	40	-40	-100%	$1.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	38	-38	-100%	$1.3K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	38	-38	-100%	$1.3K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	31	-31	-100%	$1.1K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	22	-22	-100%	$1	—	—	—
Anchor Investment Management, LLC	N/A	—	20	-20	-100%	$705	—	—	—
Millstone Evans Group, LLC	N/A	—	19	-19	-100%	$670	—	—	—
Ameritas Advisory Services, LLC	N/A	—	18	-18	-100%	$634	—	—	—
CVA Family Office, LLC	N/A	—	17	-17	-100%	$599	—	—	—
Cornerstone Financial Management LLC	N/A	—	16	-16	-100%	$564	—	—	—
Lavaca Capital LLC	N/A	—	16	-16	-100%	$564	—	—	—
Rothschild Investment LLC	N/A	—	15	-15	-100%	$528	—	—	—
Mcguire Capital Advisors Inc	N/A	—	15	-15	-100%	$529	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	11	-11	-100%	$393	—	—	—
Park Place Capital Corp	N/A	—	6	-6	-100%	$211	—	—	—
Crewe Advisors LLC	N/A	—	2	-2	-100%	$71	—	—	—
GW&K Investment Management, LLC	N/A	—	1	-1	-100%	$0	—	—	—

Showing 317 of 317 institutions