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Stanley Black & Decker Inc (SWK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares5,088,542 from 5,064,693
Change+23,849 (+0%)
Value$450.8M (-$25.9M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares4,260,662 from 4,255,796
Change+4,866 (+0%)
Value$376.8M (-$23.0M)
Filed 2026-11-06
ProShare Advisors LLC
DECREASED
Shares1,884,304 from 2,154,195
Change-269,891 (-13%)
Value$166.9M (-$35.8M)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares1,525,455 from 1,315,800
Change+209,655 (+16%)
Value$135.1M (+$11.3M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares1,315,035 from 1,277,666
Change+37,369 (+3%)
Value$116.5M (-$3.8M)
Filed 2026-11-06
Fort Washington Investment Advisors Inc
DECREASED
Shares1,312,165 from 1,396,575
Change-84,410 (-6%)
Value$116.2M (-$15.2M)
Filed 2026-10-15
Confluence Investment Management LLC
DECREASED
Shares1,302,499 from 1,348,374
Change-45,875 (-3%)
Value$115.4M (-$11.5M)
Filed 2026-10-01
Victory Capital Management Inc
INCREASED
Shares569,078 from 209,439
Change+359,639 (+172%)
Value$50.4M (+$30.7M)
Filed 2026-11-10
Vest Financial, LLC
DECREASED
Shares549,052 from 636,832
Change-87,780 (-14%)
Value$48.6M (-$11.3M)
Filed 2026-10-21
Wilsey Asset Management Inc
DECREASED
Shares535,605 from 541,721
Change-6,116 (-1%)
Value$47.4M (-$3.5M)
Filed 2026-10-21
Paralel Advisors LLC
UNCHANGED
Shares530,000 from 530,000
Change0 (0%)
Value$47.0M (-$2.9M)
Filed 2026-11-10
Deutsche Bank Ag\
DECREASED
Shares521,207 from 750,674
Change-229,467 (-31%)
Value$46.2M (-$24.5M)
Filed 2026-11-06
Aegon Asset Management UK PLC
DECREASED
Shares421,983 from 483,980
Change-61,997 (-13%)
Value$37.4M (-$8.2M)
Filed 2026-11-04
Nuveen, LLC
DECREASED
Shares397,586 from 418,845
Change-21,259 (-5%)
Value$35.2M (-$4.2M)
Filed 2026-11-10
Commonwealth Equity Services, LLC
INCREASED
Shares369,027 from 354,647
Change+14,380 (+4%)
Value$32.7M (-$687.3K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares279,803 from 230,620
Change+49,183 (+21%)
Value$24.8M (+$3.1M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares273,022 from 268,716
Change+4,306 (+2%)
Value$24.2M (-$1.1M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares272,355 from 309,271
Change-36,916 (-12%)
Value$24.1M (-$5.0M)
Filed 2026-11-06
LSV Asset Management
INCREASED
Shares252,100 from 6,700
Change+245,400 (+3663%)
Value$22.3K (-$608.7K)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares248,392 from 254,862
Change-6,470 (-3%)
Value$22.0M (-$2.0M)
Filed 2026-11-05
Amundi
DECREASED
Shares224,277 from 385,551
Change-161,274 (-42%)
Value$19.9M (-$16.4M)
Filed 2026-11-06
Godsey & Gibb, Inc
INCREASED
Shares221,868 from 220,806
Change+1,062 (+0%)
Value$19.7M (-$1.1M)
Filed 2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares209,118 from 204,671
Change+4,447 (+2%)
Value$18.5M (-$737.9K)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares178,889 from 183,505
Change-4,616 (-3%)
Value$15.8M (-$1.4M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares174,746 from 169,610
Change+5,136 (+3%)
Value$15.5M (-$482.9K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares140,478 from 153,787
Change-13,309 (-9%)
Value$12.4M (-$2.0M)
Filed 2026-11-05
New York State Teachers Retirement System
INCREASED
Shares137,487 from 123,771
Change+13,716 (+11%)
Value$12.2K (-$11.6M)
Filed 2026-10-22
Great Hill Capital LLC
DECREASED
Shares133,412 from 134,156
Change-744 (-1%)
Value$11.8M (-$807.8K)
Filed 2026-10-20
New South Capital Management Inc
DECREASED
Shares129,724 from 164,352
Change-34,628 (-21%)
Value$11.5M (-$4.0M)
Filed 2026-11-05
DE Burlo Group Inc
INCREASED
Shares128,602 from 121,870
Change+6,732 (+6%)
Value$11.4M (-$77.6K)
Filed 2026-11-05
Sound Income Strategies, LLC
INCREASED
Shares125,298 from 124,194
Change+1,104 (+1%)
Value$11.2M (-$516.3K)
Filed 2026-10-09
Douglas Lane & Associates, LLC
INCREASED
Shares120,686 from 119,555
Change+1,131 (+1%)
Value$10.7M (-$560.9K)
Filed 2026-10-09
Americana Partners, LLC
INCREASED
Shares120,150 from 117,962
Change+2,188 (+2%)
Value$10.6M (-$458.6K)
Filed 2026-10-28
Bank of Montreal
DECREASED
Shares115,500 from 177,285
Change-61,785 (-35%)
Value$10.2M (-$6.5M)
Filed 2026-11-09
Assenagon Asset Management S.A.
INCREASED
Shares112,553 from 96,322
Change+16,231 (+17%)
Value$10.0M (+$905.2K)
Filed 2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares109,265
Change+109,265
Value$9.7K
Filed 2026-10-22
Rempart Asset Management Inc.
UNCHANGED
Shares102,320 from 102,320
Change0 (0%)
Value$9.6M ($0)
Filed 2026-10-20
Nordea Investment Management AB
INCREASED
Shares97,217 from 85,658
Change+11,559 (+13%)
Value$8.8M (+$713.6K)
Filed 2026-11-09
Bell Bank
INCREASED
Shares96,223 from 95,411
Change+812 (+1%)
Value$8.5M (-$455.7K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares96,068 from 84,448
Change+11,620 (+14%)
Value$8.5M (+$562.5K)
Filed 2026-11-02
Yousif Capital Management, LLC
DECREASED
Shares88,699 from 92,757
Change-4,058 (-4%)
Value$7.9M (-$872.5K)
Filed 2026-10-22
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED
Shares84,359 from 83,570
Change+789 (+1%)
Value$7.5M (-$385.7K)
Filed 2026-11-10
Insight Wealth Strategies, LLC
DECREASED
Shares83,399 from 84,301
Change-902 (-1%)
Value$7.4M (-$311.7K)
Filed 2026-10-09
SEI Investments Co
DECREASED
Shares79,391 from 139,717
Change-60,326 (-43%)
Value$7.0M (-$6.1M)
Filed 2026-11-10
Public Sector Pension Investment Board
INCREASED
Shares78,895 from 44,368
Change+34,527 (+78%)
Value$7.1M (+$3.0M)
Filed 2026-11-10
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares78,497 from 52,536
Change+25,961 (+49%)
Value$6.4M (+$2.0M)
Filed 2026-10-13
Acadian Asset Management LLC
NEW
Shares77,026
Change+77,026
Value$6.8K
Filed 2026-11-09
Chase Investment Counsel Corp
NEW
Shares73,859
Change+73,859
Value$6.5K
Filed 2026-11-09
Howard Capital Management, LLC
INCREASED
Shares72,477 from 21,831
Change+50,646 (+232%)
Value$6.4M (+$4.4M)
Filed 2026-10-16
Old North State Wealth Management, LLC
DECREASED
Shares72,108 from 72,496
Change-388 (-1%)
Value$6.4M (-$435.3K)
Filed 2026-10-22
FMR LLC
DECREASED
Shares70,279 from 449,531
Change-379,252 (-84%)
Value$6.2M (-$36.1M)
Filed 2026-11-10
Monte Financial Group, LLC
DECREASED
Shares70,270 from 73,163
Change-2,893 (-4%)
Value$6.2M (-$694.5K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
DECREASED
Shares69,055 from 70,516
Change-1,461 (-2%)
Value$6.1M (-$519.4K)
Filed 2026-10-27
Virginia Retirement Systems ET Al
INCREASED
Shares67,350 from 47,050
Change+20,300 (+43%)
Value$6.0M (+$1.5M)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares67,254 from 68,277
Change-1,023 (-1%)
Value$6.0M (-$468.2K)
Filed 2026-10-16
Sompo Asset Management Co., Ltd.
INCREASED
Shares66,717 from 64,503
Change+2,214 (+3%)
Value$5.9M (-$160.6K)
Filed 2026-11-10
NewSquare Capital LLC
INCREASED
Shares66,066 from 63,610
Change+2,456 (+4%)
Value$5.9M (-$134.2K)
Filed 2026-11-06
Illinois Municipal Retirement Fund
NEW
Shares65,962
Change+65,962
Value$5.8M
Filed 2026-11-05
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares65,020 from 69,670
Change-4,650 (-7%)
Value$5.8M (-$797.2K)
Filed 2026-11-09
Crossmark Global Holdings, Inc.
INCREASED
Shares61,923 from 4,811
Change+57,112 (+1187%)
Value$5.5M (+$5.0M)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares58,949 from 53,630
Change+5,319 (+10%)
Value$5.2M (+$174.6K)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares58,060 from 69,380
Change-11,320 (-16%)
Value$5.1M (-$1.4M)
Filed 2026-10-29
Prospera Financial Services Inc
NEW
Shares56,932
Change+56,932
Value$5.9M
Filed 2026-11-04
NFJ Investment Group, LLC
NEW
Shares56,556
Change+56,556
Value$5.0M
Filed 2026-11-09
Meyer Handelman Co
DECREASED
Shares55,765 from 58,215
Change-2,450 (-4%)
Value$4.9M (-$539.0K)
Filed 2026-10-28
Robeco Institutional Asset Management B.V.
INCREASED
Shares53,942 from 44,930
Change+9,012 (+20%)
Value$4.8M (+$549.9K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares51,352 from 47,324
Change+4,028 (+9%)
Value$4.5M (+$95.2K)
Filed 2026-11-06
South Dakota Investment Council
DECREASED
Shares50,745 from 83,020
Change-32,275 (-39%)
Value$4.5K (-$7.8M)
Filed 2026-11-10
State of New Jersey Common Pension Fund D
DECREASED
Shares50,489 from 51,979
Change-1,490 (-3%)
Value$4.5M (-$419.4K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares50,439 from 48,857
Change+1,582 (+3%)
Value$4.5M (-$130.0K)
Filed 2026-10-20
MacKenzie Financial Corp
INCREASED
Shares47,331 from 46,557
Change+774 (+2%)
Value$4.2M (-$188.9K)
Filed 2026-11-02
HighTower Advisors, LLC
INCREASED
Shares45,979 from 44,091
Change+1,888 (+4%)
Value$4.1M (-$76.6K)
Filed 2026-11-10
Allen Capital Group, LLC
DECREASED
Shares44,916 from 45,652
Change-736 (-2%)
Value$4.0M (-$317.7K)
Filed 2026-10-27
Handelsbanken Fonder AB
UNCHANGED
Shares44,700 from 44,700
Change0 (0%)
Value$4.0K (-$247)
Filed 2026-11-09
Arizona State Retirement System
INCREASED
Shares43,803 from 42,848
Change+955 (+2%)
Value$3.9M (-$152.3K)
Filed 2026-11-03
Czech National Bank
DECREASED
Shares43,391 from 44,249
Change-858 (-2%)
Value$3.8M (-$320.7K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares43,159 from 46,123
Change-2,964 (-6%)
Value$3.8M (-$517.6K)
Filed 2026-10-30
New York Life Investment Management LLC
INCREASED
Shares42,761 from 40,802
Change+1,959 (+5%)
Value$3.8M (-$52.1K)
Filed 2026-11-04
KLP Kapitalforvaltning AS
UNCHANGED
Shares42,300 from 42,300
Change0 (0%)
Value$3.7M (-$233.9K)
Filed 2026-11-10
Voya Investment Management LLC
INCREASED
Shares39,085 from 32,372
Change+6,713 (+21%)
Value$3.5M (+$415.7K)
Filed 2026-11-10
State of Michigan Retirement System
DECREASED
Shares37,931 from 39,731
Change-1,800 (-5%)
Value$3.4M (-$379.2K)
Filed 2026-10-27
Pictet Asset Management Holding SA
INCREASED
Shares36,646 from 36,600
Change+46 (+0%)
Value$3.2M (-$198.3K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares34,623 from 33,580
Change+1,043 (+3%)
Value$3.1K (-$3.2M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares33,365 from 34,336
Change-971 (-3%)
Value$3.0M (-$275.9K)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares33,165 from 34,029
Change-864 (-3%)
Value$2.9M (-$264.7K)
Filed 2026-11-05
Retirement Systems of Alabama
DECREASED
Shares31,670 from 32,658
Change-988 (-3%)
Value$2.8M (-$268.1K)
Filed 2026-11-04
Swiss Life Asset Management Ltd
DECREASED
Shares30,690 from 218,024
Change-187,334 (-86%)
Value$2.7M (-$17.8M)
Filed 2026-11-03
Regents Gate Capital LLP
INCREASED
Shares30,457 from 1,966
Change+28,491 (+1449%)
Value$2.7M (+$2.5M)
Filed 2026-11-03
Sage Capital Advisors,llc
DECREASED
Shares30,398 from 34,324
Change-3,926 (-11%)
Value$2.7M (-$537.6K)
Filed 2026-10-13
Neos Investment Management LLC
INCREASED
Shares28,200 from 25,315
Change+2,885 (+11%)
Value$2.5M (+$115.6K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares26,150 from 8,339
Change+17,811 (+214%)
Value$2.3M (+$1.6M)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares25,525 from 26,788
Change-1,263 (-5%)
Value$2.3K (-$2.5M)
Filed 2026-10-23
First Citizens Bank & Trust Co
DECREASED
Shares25,260 from 47,101
Change-21,841 (-46%)
Value$2.2M (-$2.2M)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares25,121 from 15,137
Change+9,984 (+66%)
Value$2.2M (+$800.8K)
Filed 2026-10-15
Waycross Partners, LLC
NEW
Shares23,625
Change+23,625
Value$2.1M
Filed 2026-11-03
Cullinan Associates Inc
DECREASED
Shares23,500 from 24,600
Change-1,100 (-4%)
Value$2.1M (-$233.5K)
Filed 2026-11-03
Scotia Capital Inc.
DECREASED
Shares22,515 from 22,822
Change-307 (-1%)
Value$2.0M (-$153.4K)
Filed 2026-11-10
M&T Bank Corp
INCREASED
Shares21,613 from 20,875
Change+738 (+4%)
Value$1.9M (-$49.0K)
Filed 2026-11-10
Integrity Alliance, Llc.
DECREASED
Shares21,611 from 21,619
Change-8 (0%)
Value$1.9M (-$120.3K)
Filed 2026-10-29
Lantz Financial LLC
INCREASED
Shares21,569 from 21,316
Change+253 (+1%)
Value$1.9M (-$95.5K)
Filed 2026-10-15
Machina Capital S.A.S.
INCREASED
Shares20,313 from 6,203
Change+14,110 (+227%)
Value$1.8M (+$1.2M)
Filed 2026-11-05
Simplex Trading, LLC
DECREASED
Shares20,253 from 24,062
Change-3,809 (-16%)
Value$1.8M (-$470.5K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares19,751 from 10,683
Change+9,068 (+85%)
Value$1.7M (+$851.3K)
Filed 2026-11-06
Squarepoint Ops LLC
INCREASED
Shares19,727 from 7,422
Change+12,305 (+166%)
Value$1.7M (+$1.0M)
Filed 2026-11-09
Allen Wealth Management, LLC
DECREASED
Shares19,662 from 21,291
Change-1,629 (-8%)
Value$1.7M (-$262.1K)
Filed 2026-10-29
Great Lakes Advisors, LLC
NEW
Shares19,363
Change+19,363
Value$1.7M
Filed 2026-11-06
Grey Ledge Advisors, LLC
INCREASED
Shares19,045 from 18,106
Change+939 (+5%)
Value$1.7M (-$17.0K)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares18,846 from 19,389
Change-543 (-3%)
Value$1.7M (-$155.3K)
Filed 2026-11-10
Daiwa Securities Group Inc.
DECREASED
Shares18,826 from 18,995
Change-169 (-1%)
Value$1.7M (-$120.0K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares18,812 from 24,300
Change-5,488 (-23%)
Value$1.7M (-$620.6K)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares18,711 from 17,150
Change+1,561 (+9%)
Value$1.7M (+$43.4K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares18,528 from 19,128
Change-600 (-3%)
Value$1.6M (-$158.9K)
Filed 2026-10-30
iA Global Asset Management Inc.
NEW
Shares18,519
Change+18,519
Value$1.6K
Filed 2026-10-29
Greenwood Capital Associates LLC
INCREASED
Shares18,138 from 17,601
Change+537 (+3%)
Value$1.6M (-$49.8K)
Filed 2026-10-27
CIBC World Market Inc.
DECREASED
Shares17,813 from 18,772
Change-959 (-5%)
Value$1.6M (-$188.8K)
Filed 2026-11-10
Rakuten Investment Management, Inc.
INCREASED
Shares17,287 from 16,482
Change+805 (+5%)
Value$1.5M (-$8.6K)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares17,067 from 10,117
Change+6,950 (+69%)
Value$1.5M (+$559.7K)
Filed 2026-11-03
Vise Technologies, Inc.
DECREASED
Shares16,259 from 16,473
Change-214 (-1%)
Value$1.4M (-$110.0K)
Filed 2026-10-29
McKinney Capital Management, LLC
DECREASED
Shares16,125 from 16,654
Change-529 (-3%)
Value$1.4M (-$139.0K)
Filed 2026-11-06
Mutual of America Capital Management LLC
DECREASED
Shares15,453 from 16,025
Change-572 (-4%)
Value$1.4M (-$139.3K)
Filed 2026-10-23
Cascade Investment Advisors, Inc.
INCREASED
Shares15,445 from 15,440
Change+5 (+0%)
Value$1.4M (-$84.9K)
Filed 2026-11-02
UniSuper Management Pty Ltd
INCREASED
Shares15,012 from 10,512
Change+4,500 (+43%)
Value$1.3M (+$340.5K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares14,753 from 16,009
Change-1,256 (-8%)
Value$1.3K (-$1.5M)
Filed 2026-11-05
ING Groep NV
NEW
Shares14,437
Change+14,437
Value$1.3M
Filed 2026-11-10
Beacon Financial Advisory LLC
INCREASED
Shares14,372 from 14,365
Change+7 (+0%)
Value$1.3M (-$78.8K)
Filed 2026-10-16
Contravisory Investment Management, Inc.
INCREASED
Shares14,361 from 13,442
Change+919 (+7%)
Value$1.3M (+$7.1K)
Filed 2026-10-13
Crescent Sterling, Ltd.
DECREASED
Shares14,335 from 14,423
Change-88 (-1%)
Value$1.3M (-$87.6K)
Filed 2026-10-16
State of Alaska, Department of Revenue
DECREASED
Shares14,309 from 15,232
Change-923 (-6%)
Value$1.3K (-$1.4M)
Filed 2026-10-15
Bdf-Gestion
DECREASED
Shares14,295 from 16,108
Change-1,813 (-11%)
Value$1.3M (-$54.6M)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares14,225 from 14,185
Change+40 (+0%)
Value$1.3M (-$75.0K)
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares14,166 from 11,075
Change+3,091 (+28%)
Value$1.3M (+$212.6K)
Filed 2026-10-21
US Bancorp \de\
DECREASED
Shares14,030 from 14,133
Change-103 (-1%)
Value$1.2M (-$87.3K)
Filed 2026-11-05
Sky Investment Group LLC
INCREASED
Shares14,015 from 9,176
Change+4,839 (+53%)
Value$1.2M (+$377.9K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares13,550 from 13,552
Change-2 (0%)
Value$1.2M (-$75.1K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
INCREASED
Shares13,393 from 13,215
Change+178 (+1%)
Value$1.2M (-$57.3K)
Filed 2026-10-16
Keybank National Association
INCREASED
Shares13,290 from 10,961
Change+2,329 (+21%)
Value$1.2M (+$145.7K)
Filed 2026-11-04
Fulcrum Asset Management LLP
NEW
Shares12,761
Change+12,761
Value$1.1M
Filed 2026-11-04
Harbor Capital Advisors, Inc.
DECREASED
Shares12,743 from 22,188
Change-9,445 (-43%)
Value$1.1K (-$2.1M)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares12,518 from 11,549
Change+969 (+8%)
Value$1.1M (+$22.0K)
Filed 2026-10-08
Crestwood Advisors Group, LLC
INCREASED
Shares12,488 from 9,193
Change+3,295 (+36%)
Value$1.1M (+$241.1K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares12,405 from 5,663
Change+6,742 (+119%)
Value$1.2M (+$736.1K)
Filed 2026-10-27
Mizuho Securities USA LLC
INCREASED
Shares12,323 from 12,170
Change+153 (+1%)
Value$1.2M (+$42.1K)
Filed 2026-11-09
Naples Global Advisors, LLC
DECREASED
Shares12,299 from 12,397
Change-98 (-1%)
Value$1.1M (-$77.2K)
Filed 2026-11-05
Blackhawk Capital Partners, LLC
DECREASED
Shares12,232 from 13,101
Change-869 (-7%)
Value$1.1M (-$149.4K)
Filed 2026-11-10
Romano Brothers and Company
DECREASED
Shares12,173 from 12,691
Change-518 (-4%)
Value$1.1M (-$116.1K)
Filed 2026-10-22
Loudon Investment Management, LLC
DECREASED
Shares12,090 from 12,240
Change-150 (-1%)
Value$1.1M (-$81.0K)
Filed 2026-11-06
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares12,074 from 12,074
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-10
Investors Research Corp
DECREASED
Shares12,071 from 12,588
Change-517 (-4%)
Value$1.1M (-$115.4K)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares11,786 from 11,491
Change+295 (+3%)
Value$1.0M (-$37.4K)
Filed 2026-11-06
SVB Wealth LLC
INCREASED
Shares11,734 from 9,869
Change+1,865 (+19%)
Value$1.0M (+$110.7K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares11,344 from 8,465
Change+2,879 (+34%)
Value$823.4K (+$26.7K)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares11,189 from 11,188
Change+1 (+0%)
Value$991.2K (-$61.8K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares10,902
Change+10,902
Value$965.8K
Filed 2026-11-03
Ritholtz Wealth Management
NEW
Shares10,527
Change+10,527
Value$932.5K
Filed 2026-11-05
Arvest Investments, Inc.
INCREASED
Shares10,171 from 5,108
Change+5,063 (+99%)
Value$901.0K (+$420.3K)
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares10,062 from 11,146
Change-1,084 (-10%)
Value$891.4K (-$157.7K)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares9,904 from 10,217
Change-313 (-3%)
Value$877 (-$961.1K)
Filed 2026-10-26
KBC Group NV
UNCHANGED
Shares9,810 from 9,810
Change0 (0%)
Value$869 (-$922.1K)
Filed 2026-10-22
Ridgewood Investments LLC
DECREASED
Shares9,796 from 11,310
Change-1,514 (-13%)
Value$867.8K (-$196.7K)
Filed 2026-10-05
Gateway Investment Advisers LLC
INCREASED
Shares9,755 from 4,600
Change+5,155 (+112%)
Value$864.2K (+$431.2K)
Filed 2026-10-13
Maryland State Retirement & Pension System
INCREASED
Shares9,645 from 8,223
Change+1,422 (+17%)
Value$854.5K (+$80.5K)
Filed 2026-11-05
Applied Capital LLC
DECREASED
Shares9,570 from 9,577
Change-7 (0%)
Value$847.8K (-$53.6K)
Filed 2026-10-07
Castleview Partners, LLC
INCREASED
Shares9,428 from 8,516
Change+912 (+11%)
Value$835.3K (+$33.7K)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares9,355 from 6,161
Change+3,194 (+52%)
Value$828.9K (+$248.9K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares9,189
Change+9,189
Value$814.1K
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares9,152 from 8,773
Change+379 (+4%)
Value$810.8K (-$14.9K)
Filed 2026-10-23
JB Capital LLC
DECREASED
Shares9,053 from 9,104
Change-51 (-1%)
Value$802.0K (-$54.8K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares9,024 from 8,355
Change+669 (+8%)
Value$799.5K (+$13.1K)
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares8,970 from 8,731
Change+239 (+3%)
Value$794.7K (-$27.1K)
Filed 2026-10-05
Sterling Capital Management LLC
INCREASED
Shares8,664 from 5,312
Change+3,352 (+63%)
Value$767.5K (+$267.6K)
Filed 2026-10-22
Huntington National Bank
INCREASED
Shares8,655 from 7,251
Change+1,404 (+19%)
Value$766.7K (+$84.3K)
Filed 2026-11-10
Chicago Capital, LLC
DECREASED
Shares8,178 from 9,978
Change-1,800 (-18%)
Value$724.5K (-$214.6K)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares8,053 from 8,428
Change-375 (-4%)
Value$713.4K (-$79.8K)
Filed 2026-11-04
Inspire Investing, LLC
DECREASED
Shares8,034 from 8,398
Change-364 (-4%)
Value$711.7K (-$78.7K)
Filed 2026-10-22
Nwam LLC
DECREASED
Shares7,829 from 10,676
Change-2,847 (-27%)
Value$693.5K (-$311.3K)
Filed 2026-11-09
New Mexico Educational Retirement Board
UNCHANGED
Shares7,693 from 7,693
Change0 (0%)
Value$682 (-$723.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares7,480 from 7,537
Change-57 (-1%)
Value$662.6K (-$46.6K)
Filed 2026-10-08
Louisiana State Employees Retirement System
DECREASED
Shares7,400 from 7,900
Change-500 (-6%)
Value$655.6K (-$88.0K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares7,193 from 7,193
Change0 (0%)
Value$637.2K (-$39.8K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,170 from 2,609
Change+4,561 (+175%)
Value$639.4K (+$412.8K)
Filed 2026-10-13
Asset Management One Co., Ltd.
INCREASED
Shares7,105 from 6,847
Change+258 (+4%)
Value$629.4K (-$15.0K)
Filed 2026-10-27
Blair William & Co
DECREASED
Shares6,970 from 7,299
Change-329 (-5%)
Value$617.5K (-$69.5K)
Filed 2026-11-10
Rothschild Investment LLC
DECREASED
Shares6,942 from 9,981
Change-3,039 (-30%)
Value$615.0K (-$324.5K)
Filed 2026-11-10
Global X Japan Co., Ltd.
DECREASED
Shares6,859 from 7,739
Change-880 (-11%)
Value$607.6K (-$120.8K)
Filed 2026-10-21
Cypress Capital Group
DECREASED
Shares6,719 from 6,829
Change-110 (-2%)
Value$595.2K (-$47.5K)
Filed 2026-11-03
Argyle Capital Management, LLC
UNCHANGED
Shares6,675 from 6,675
Change0 (0%)
Value$591.3K (-$36.9K)
Filed 2026-10-28
Brown Miller Wealth Management, LLC
DECREASED
Shares6,604 from 6,610
Change-6 (0%)
Value$585.0K (-$37.1K)
Filed 2026-11-02
Equitable Trust Co
INCREASED
Shares6,527 from 6,419
Change+108 (+2%)
Value$578.2K (-$25.9K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares6,360 from 6,297
Change+63 (+1%)
Value$598.6K (+$5.9K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares6,357 from 6,215
Change+142 (+2%)
Value$563.2K (-$21.8K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
NEW
Shares6,352
Change+6,352
Value$562.7K
Filed 2026-10-21
StoneRidge PMG Advisors, LLC
NEW
Shares6,309
Change+6,309
Value$559
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares6,139 from 5,331
Change+808 (+15%)
Value$543.8K (+$42.1K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares6,115 from 5,977
Change+138 (+2%)
Value$541.7K (-$20.8K)
Filed 2026-11-03
Great Valley Advisor Group, Inc.
INCREASED
Shares6,021 from 6,002
Change+19 (+0%)
Value$533.8K (-$31.1K)
Filed 2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$531.5K (-$33.2K)
Filed 2026-10-23
Anchyra Partners LLC
INCREASED
Shares5,886 from 5,516
Change+370 (+7%)
Value$521.4K (+$2.3K)
Filed 2026-10-13
Compound Planning, Inc.
NEW
Shares5,851
Change+5,851
Value$518.4K
Filed 2026-11-09
Glenview Trust Co
UNCHANGED
Shares5,807 from 5,807
Change0 (0%)
Value$514.4K (-$32.1K)
Filed 2026-10-28
State of Wyoming
INCREASED
Shares5,788 from 2,749
Change+3,039 (+111%)
Value$512.8K (+$254.0K)
Filed 2026-10-28
Baker Avenue Asset Management, LP
INCREASED
Shares5,730 from 2,395
Change+3,335 (+139%)
Value$507.6K (+$282.2K)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
DECREASED
Shares5,618 from 25,979
Change-20,361 (-78%)
Value$499 (-$1.2K)
Filed 2026-10-27
Bessemer Group Inc
DECREASED
Shares5,576 from 9,853
Change-4,277 (-43%)
Value$493 (-$905.5K)
Filed 2026-11-09
Ascentis Wealth Management, LLC
NEW
Shares5,479
Change+5,479
Value$485.4K
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares5,468 from 47,904
Change-42,436 (-89%)
Value$484.4K (-$4.0M)
Filed 2026-11-02
Bull Harbor Capital LLC
INCREASED
Shares5,439 from 5,276
Change+163 (+3%)
Value$481.8K (-$14.7K)
Filed 2026-11-10
Stackstone Wealth, LLC
NEW
Shares5,326
Change+5,326
Value$471.8K
Filed 2026-10-19
USA Financial Formulas
NEW
Shares5,324
Change+5,324
Value$471.7K
Filed 2026-10-16
Catherine Avery Investment Management LLC
DECREASED
Shares5,292 from 5,414
Change-122 (-2%)
Value$468.8K (-$40.7K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares5,133 from 3,663
Change+1,470 (+40%)
Value$454.7K (+$109.9K)
Filed 2026-10-16
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$451.8K (-$28.2K)
Filed 2026-10-23
Wagner Wealth Management, Corp
DECREASED
Shares5,097 from 5,154
Change-57 (-1%)
Value$451.5K (-$33.6K)
Filed 2026-10-20
Benedict Financial Advisors Inc
INCREASED
Shares5,029 from 4,925
Change+104 (+2%)
Value$445.5K (-$18.0K)
Filed 2026-10-07
West Family Investments, Inc.
DECREASED
Shares5,014 from 5,052
Change-38 (-1%)
Value$444.2K (-$31.3K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
NEW
Shares4,993
Change+4,993
Value$442.3K
Filed 2026-10-23
Wealthfront Advisers LLC
INCREASED
Shares4,945 from 4,542
Change+403 (+9%)
Value$438.1K (+$10.6K)
Filed 2026-11-09
Phoenix Financial Ltd.
NEW
Shares4,900
Change+4,900
Value$435.4K
Filed 2026-11-09
Global Retirement Partners, LLC
INCREASED
Shares4,845 from 2,034
Change+2,811 (+138%)
Value$429.2K (+$237.8K)
Filed 2026-11-10
Sound Financial Strategies Group, LLC
INCREASED
Shares4,844 from 3,595
Change+1,249 (+35%)
Value$429.1K (+$90.8K)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Shares4,814 from 4,814
Change0 (0%)
Value$426.5K (-$26.6K)
Filed 2026-10-20
North Dakota State Investment Board
INCREASED
Shares4,713 from 4,596
Change+117 (+3%)
Value$417.5K (-$15.1K)
Filed 2026-10-27
SRH Advisors, LLC
DECREASED
Shares4,702 from 5,302
Change-600 (-11%)
Value$416.6K (-$82.5K)
Filed 2026-10-22
WBI Investments, LLC
NEW
Shares4,690
Change+4,690
Value$415.5K
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares4,571 from 4,920
Change-349 (-7%)
Value$404.9K (-$58.1K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
DECREASED
Shares4,440 from 4,451
Change-11 (0%)
Value$393.3K (-$25.6K)
Filed 2026-10-20
Argent Trust Co
UNCHANGED
Shares4,419 from 4,419
Change0 (0%)
Value$391.5K (-$24.4K)
Filed 2026-11-09
Cyndeo Wealth Partners, LLC
NEW
Shares4,388
Change+4,388
Value$388.7K
Filed 2026-10-16
Fisher Asset Management, LLC
INCREASED
Shares4,333 from 3,972
Change+361 (+9%)
Value$383.9K (+$10.1K)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares4,303 from 4,384
Change-81 (-2%)
Value$381.2K (-$31.4K)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares4,286 from 4,281
Change+5 (+0%)
Value$379.7K (-$23.2K)
Filed 2026-11-05
Atlas Capital Advisors Inc.
INCREASED
Shares4,232 from 834
Change+3,398 (+407%)
Value$72.5K (-$6.0K)
Filed 2026-11-09
Mather Group, Llc.
INCREASED
Shares4,212 from 3,278
Change+934 (+28%)
Value$373.1K (+$64.6K)
Filed 2026-10-14
Cardinal Point Capital Management ULC
DECREASED
Shares4,210 from 4,235
Change-25 (-1%)
Value$373.0K (-$25.6K)
Filed 2026-10-21
Fruth Investment Management
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$361 (-$22)
Filed 2026-10-13
Certuity, LLC
NEW
Shares4,053
Change+4,053
Value$359.0K
Filed 2026-11-02
Coldstream Capital Management Inc
INCREASED
Shares4,025 from 3,332
Change+693 (+21%)
Value$356.6K (+$42.9K)
Filed 2026-11-09
Capital Investment Advisors, LLC
INCREASED
Shares4,015 from 3,197
Change+818 (+26%)
Value$355.7K (+$54.8K)
Filed 2026-10-22
1620 Investment Advisors, Inc.
INCREASED
Shares3,977 from 3,872
Change+105 (+3%)
Value$352.3K (-$12.1K)
Filed 2026-11-04
V-Square Quantitative Management LLC
INCREASED
Shares3,924 from 3,732
Change+192 (+5%)
Value$347.6K (-$3.6K)
Filed 2026-10-15
Securian Asset Management, Inc
DECREASED
Shares3,923 from 4,095
Change-172 (-4%)
Value$347.5K (-$21.7K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares3,899 from 631
Change+3,268 (+518%)
Value$345.4K (+$286.0K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares3,853 from 2,570
Change+1,283 (+50%)
Value$341.3K (+$99.4K)
Filed 2026-11-04
City Center Advisors, LLC
DECREASED
Shares3,774 from 5,260
Change-1,486 (-28%)
Value$334.3K (-$160.7K)
Filed 2026-10-08
Exchange Traded Concepts, LLC
DECREASED
Shares3,757 from 3,938
Change-181 (-5%)
Value$332.8K (-$37.8K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares3,754 from 3,692
Change+62 (+2%)
Value$332.5K (-$14.9K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,664 from 3,656
Change+8 (+0%)
Value$324.6K (-$19.5K)
Filed 2026-10-14
Miller Financial Services LLC
DECREASED
Shares3,652 from 4,917
Change-1,265 (-26%)
Value$323.5K (-$139.3K)
Filed 2026-10-20
Bayforest Capital Ltd
INCREASED
Shares3,605 from 870
Change+2,735 (+314%)
Value$319.4K (+$237.5K)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares3,525 from 2,081
Change+1,444 (+69%)
Value$312.7K (+$117.4K)
Filed 2026-11-06
Hantz Financial Services, Inc.
INCREASED
Shares3,499 from 3,028
Change+471 (+16%)
Value$310 (-$284.7K)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares3,487 from 3,477
Change+10 (+0%)
Value$309.0K (-$18.3K)
Filed 2026-10-28
Alpha Zero LLC
UNCHANGED
Shares3,458 from 3,458
Change0 (0%)
Value$306.3K (-$9.4K)
Filed 2026-11-06
Martin Capital Partners, LLC
DECREASED
Shares3,455 from 3,489
Change-34 (-1%)
Value$306.1K (-$22.3K)
Filed 2026-10-07
Inscription Capital, LLC
INCREASED
Shares3,452 from 3,015
Change+437 (+14%)
Value$305.8K (+$22.1K)
Filed 2026-11-02
Innova Wealth Partners
DECREASED
Shares3,445 from 3,495
Change-50 (-1%)
Value$305.2K (-$23.8K)
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares3,439 from 5,964
Change-2,525 (-42%)
Value$304.7K (-$256.7K)
Filed 2026-11-02
Edgestream Partners, L.P.
DECREASED
Shares3,438 from 12,919
Change-9,481 (-73%)
Value$304.6K (-$911.4K)
Filed 2026-11-10
Wealth Science Advisors LLC
DECREASED
Shares3,407 from 3,515
Change-108 (-3%)
Value$301.8K (-$29.0K)
Filed 2026-10-09
Canada Post Corp Registered Pension Plan
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$300.4K (-$18.0K)
Filed 2026-11-09
Tema Etfs LLC
INCREASED
Shares3,361 from 3,069
Change+292 (+10%)
Value$297.8K (+$8.9K)
Filed 2026-10-16
Curated Wealth Partners LLC
NEW
Shares3,349
Change+3,349
Value$296.7K
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
NEW
Shares3,340
Change+3,340
Value$295.9K
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
NEW
Shares3,330
Change+3,330
Value$295.0K
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
DECREASED
Shares3,319 from 6,272
Change-2,953 (-47%)
Value$294.0K (-$296.3K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares3,235 from 3,599
Change-364 (-10%)
Value$286.5K (-$52.2K)
Filed 2026-10-27
Moors & Cabot, Inc.
INCREASED
Shares3,192 from 3,191
Change+1 (+0%)
Value$282.8K (-$17.6K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares3,186 from 968
Change+2,218 (+229%)
Value$282.2K (+$191.1K)
Filed 2026-10-02
Eastern Bank
DECREASED
Shares3,182 from 48,182
Change-45,000 (-93%)
Value$281.9K (-$4.3M)
Filed 2026-10-05
ANB Bank
NEW
Shares3,175
Change+3,175
Value$281.3K
Filed 2026-10-09
Cidel Asset Management Inc
UNCHANGED
Shares3,167 from 3,167
Change0 (0%)
Value$280.6K (-$17.5K)
Filed 2026-10-29
Revisor Wealth Management LLC
INCREASED
Shares3,161 from 3,060
Change+101 (+3%)
Value$291.7K (+$3.7K)
Filed 2026-10-20
Choreo, LLC
NEW
Shares3,160
Change+3,160
Value$279.9K
Filed 2026-10-28
HUB Investment Partners, LLC
NEW
Shares3,141
Change+3,141
Value$278.2K
Filed 2026-11-03
Gen-Wealth Partners Inc
DECREASED
Shares3,093 from 3,819
Change-726 (-19%)
Value$274.0K (-$85.5K)
Filed 2026-11-04
Praxis Investment Management Inc
UNCHANGED
Shares3,058 from 3,058
Change0 (0%)
Value$271 (-$287.7K)
Filed 2026-11-03
Bingham Private Wealth, LLC
INCREASED
Shares3,020 from 2,841
Change+179 (+6%)
Value$267.5K (+$147)
Filed 2026-11-05
Donaldson Capital Management, LLC
INCREASED
Shares2,990 from 2,512
Change+478 (+19%)
Value$264.9K (+$28.5K)
Filed 2026-11-09
Strategic Blueprint, LLC
INCREASED
Shares2,974 from 2,938
Change+36 (+1%)
Value$263.4K (-$13.0K)
Filed 2026-10-22
CX Institutional
DECREASED
Shares2,951 from 2,956
Change-5 (0%)
Value$261 (-$17)
Filed 2026-10-02
Paragon Capital Management Ltd
INCREASED
Shares2,951 from 2,949
Change+2 (+0%)
Value$261.4K (-$16.2K)
Filed 2026-10-09
Interchange Capital Partners, LLC
NEW
Shares2,908
Change+2,908
Value$257.6K
Filed 2026-10-28
Moody National Bank Trust Division
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$257.4K (-$16.1K)
Filed 2026-10-06
Advisors Management Group Inc
DECREASED
Shares2,845 from 3,454
Change-609 (-18%)
Value$252 (-$324.7K)
Filed 2026-11-05
Capstone Wealth Management, LLC
INCREASED
Shares2,837 from 2,834
Change+3 (+0%)
Value$251.3K (-$15.4K)
Filed 2026-11-02
CenterStar Asset Management, LLC
NEW
Shares2,798
Change+2,798
Value$248.7K
Filed 2026-10-09
Burney Co/
INCREASED
Shares2,766 from 2,761
Change+5 (+0%)
Value$245.0K (-$14.8K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares2,702 from 2,686
Change+16 (+1%)
Value$239.4K (-$13.4K)
Filed 2026-11-06
Fiduciary Family Office, LLC
NEW
Shares2,700
Change+2,700
Value$239.2K
Filed 2026-11-04
Wedmont Private Capital
NEW
Shares2,688
Change+2,688
Value$239.7K
Filed 2026-10-09
Wealthcare Advisory Partners LLC
DECREASED
Shares2,671 from 2,720
Change-49 (-2%)
Value$236.6K (-$19.4K)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares2,666 from 2,569
Change+97 (+4%)
Value$236.3K (-$5.5K)
Filed 2026-10-13
Baxter Bros Inc
DECREASED
Shares2,664 from 2,914
Change-250 (-9%)
Value$236.0K (-$38.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares2,638 from 2,572
Change+66 (+3%)
Value$233.7K (-$8.4K)
Filed 2026-10-26
Evergreen Capital Management LLC
INCREASED
Shares2,596 from 2,327
Change+269 (+12%)
Value$230.0K (+$11.0K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares2,589 from 2,425
Change+164 (+7%)
Value$229.3K (+$1.1K)
Filed 2026-10-14
Pinnacle Associates LTD
DECREASED
Shares2,569 from 2,623
Change-54 (-2%)
Value$227.6K (-$19.3K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
NEW
Shares2,564
Change+2,564
Value$273.6K
Filed 2026-11-05
6th Street Advisors, LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$225.9K (-$14.1K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares2,520 from 956
Change+1,564 (+164%)
Value$223.2K (+$133.3K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares2,495 from 810
Change+1,685 (+208%)
Value$223.5K (+$149.5K)
Filed 2026-10-16
Center for Financial Planning, Inc.
INCREASED
Shares2,478 from 2,308
Change+170 (+7%)
Value$219.5K (+$2.3K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares2,467 from 2,266
Change+201 (+9%)
Value$218.5K (+$5.2K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$218.4K (-$13.6K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
NEW
Shares2,463
Change+2,463
Value$218.2K
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares2,436 from 2,491
Change-55 (-2%)
Value$215.8K (-$18.6K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
NEW
Shares2,396
Change+2,396
Value$212.2K
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
NEW
Shares2,364
Change+2,364
Value$209.4K
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares2,351 from 2,343
Change+8 (+0%)
Value$208.3K (-$12.2K)
Filed 2026-11-04
SilverOak Wealth Management LLC
NEW
Shares2,326
Change+2,326
Value$206.1K
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares2,322 from 2,040
Change+282 (+14%)
Value$205.7K (+$13.6K)
Filed 2026-11-03
Rossmore Private Capital
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$203.8K (-$12.7K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
NEW
Shares2,297
Change+2,297
Value$203.5K
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,262 from 2,231
Change+31 (+1%)
Value$200.4K (-$9.6K)
Filed 2026-10-16
Eads & Heald Wealth Management
DECREASED
Shares2,260 from 2,275
Change-15 (-1%)
Value$200.2K (-$13.9K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares2,251 from 2,103
Change+148 (+7%)
Value$199.4K (+$1.5K)
Filed 2026-11-04
UMB Bank, n.a.
INCREASED
Shares2,214 from 2,166
Change+48 (+2%)
Value$196.1K (-$7.7K)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares2,200
Change+2,200
Value$195
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares2,194 from 1,288
Change+906 (+70%)
Value$194.4K (+$73.2K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,148 from 662
Change+1,486 (+224%)
Value$190.3K (+$128.0K)
Filed 2026-10-27
Geneos Wealth Management Inc.
INCREASED
Shares2,100 from 2,083
Change+17 (+1%)
Value$186.0K (-$10.1K)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,026 from 2,443
Change-417 (-17%)
Value$179.5K (-$50.5K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares1,872 from 193
Change+1,679 (+870%)
Value$165.8K (+$147.7K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares1,836 from 1,832
Change+4 (+0%)
Value$162.7K (-$9.8K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$131 (-$59.0K)
Filed 2026-11-04
Twin Tree Management, LP
NEW
Shares1,440
Change+1,440
Value$127.6K
Filed 2026-11-10
Hartford Financial Management Inc.
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$127.0K (-$7.9K)
Filed 2026-10-21
Roxbury Financial LLC
INCREASED
Shares1,390 from 1,381
Change+9 (+1%)
Value$123.2K (-$6.8K)
Filed 2026-10-01
Parkside Financial Bank & Trust
INCREASED
Shares1,308 from 529
Change+779 (+147%)
Value$115.9K (+$66.1K)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$110.3K (-$6.9K)
Filed 2026-10-05
Danske Bank A/S
DECREASED
Shares1,200 from 1,300
Change-100 (-8%)
Value$106.3K (-$16.0K)
Filed 2026-11-09
New England Capital Financial Advisors LLC
INCREASED
Shares1,182 from 748
Change+434 (+58%)
Value$104.7K (+$34.3K)
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares1,045 from 1,019
Change+26 (+3%)
Value$92.6K (-$3.3K)
Filed 2026-10-14
Caldwell Sutter Capital, Inc.
INCREASED
Shares1,019 from 1,018
Change+1 (+0%)
Value$90.3K (-$5.6K)
Filed 2026-11-09
Kennebec Savings Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$88.6K (-$5.5K)
Filed 2026-10-22
TD Private Client Wealth LLC
DECREASED
Shares999 from 1,129
Change-130 (-12%)
Value$88.5K (-$17.8K)
Filed 2026-10-28
True Wealth Design, LLC
INCREASED
Shares976 from 798
Change+178 (+22%)
Value$86.5K (+$11.4K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares957 from 844
Change+113 (+13%)
Value$84.8K (+$5.3K)
Filed 2026-10-22
Bogart Wealth, LLC
INCREASED
Shares949 from 501
Change+448 (+89%)
Value$84.0K (+$36.9K)
Filed 2026-11-10
Deseret Mutual Benefit Administrators
DECREASED
Shares944 from 1,037
Change-93 (-9%)
Value$83.6K (-$14.0K)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares876 from 847
Change+29 (+3%)
Value$77.6K (-$2.1K)
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$77.1K (-$4.8K)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares799 from 761
Change+38 (+5%)
Value$70.8K (-$860)
Filed 2026-11-09
Richardson Financial Services Inc.
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$66.2K (-$4.1K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
DECREASED
Shares732 from 12,519
Change-11,787 (-94%)
Value$65 (-$1.1K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$62.0K (-$3.9K)
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares692
Change+692
Value$61.3K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares671 from 654
Change+17 (+3%)
Value$59.4K (-$2.1K)
Filed 2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$57.7K (-$3.6K)
Filed 2026-10-09
Creative Financial Designs Inc
DECREASED
Shares650 from 7,799
Change-7,149 (-92%)
Value$57.6K (-$676.4K)
Filed 2026-11-04
LOS Angeles Capital Management LLC
DECREASED
Shares650 from 920
Change-270 (-29%)
Value$57.6K (-$29.0K)
Filed 2026-11-10
IFG Advisory, LLC
INCREASED
Shares645 from 632
Change+13 (+2%)
Value$57.1K (-$2.3K)
Filed 2026-11-09
Montag A & Associates Inc
INCREASED
Shares641 from 549
Change+92 (+17%)
Value$56.8K (+$5.1K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares587
Change+587
Value$52.0K
Filed 2026-10-21
Elevation Wealth Partners, LLC
INCREASED
Shares556 from 127
Change+429 (+338%)
Value$49.3K (+$37.3K)
Filed 2026-10-07
Jacobi Capital Management LLC
NEW
Shares550
Change+550
Value$48.7K
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares549 from 160
Change+389 (+243%)
Value$48.6K (+$33.6K)
Filed 2026-10-15
GoalVest Advisory LLC
INCREASED
Shares547 from 354
Change+193 (+55%)
Value$48.5K (+$15.1K)
Filed 2026-10-02
Spire Wealth Management
INCREASED
Shares540 from 535
Change+5 (+1%)
Value$47.9K (-$2.5K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$45.2K (-$2.8K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares509 from 254
Change+255 (+100%)
Value$45.1K (+$21.2K)
Filed 2026-10-26
Central Trust Co
INCREASED
Shares477 from 192
Change+285 (+148%)
Value$42.3K (+$24.2K)
Filed 2026-11-05
FIL Ltd
DECREASED
Shares474 from 2,650
Change-2,176 (-82%)
Value$42.0K (-$207.4K)
Filed 2026-11-10
Smartleaf Asset Management LLC
INCREASED
Shares458 from 399
Change+59 (+15%)
Value$40.7K (+$3.3K)
Filed 2026-11-10
Fairman Group, LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$39.2K (-$2.5K)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares420
Change+420
Value$40.1K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares400
Change+400
Value$35.4K
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$35 (-$38.0K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
INCREASED
Shares381 from 7
Change+374 (+5343%)
Value$33.8K (+$33.1K)
Filed 2026-10-30
Cromwell Holdings LLC
INCREASED
Shares378 from 359
Change+19 (+5%)
Value$33.5K (-$302)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares375 from 374
Change+1 (+0%)
Value$33.2K (-$2.0K)
Filed 2026-10-13
Zions Bancorporation, National Association
DECREASED
Shares320 from 331
Change-11 (-3%)
Value$28.3K (-$2.8K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares319 from 129
Change+190 (+147%)
Value$28.3K (+$16.1K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW
Shares305
Change+305
Value$27.0K
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares303 from 302
Change+1 (+0%)
Value$26.8K (-$4.1K)
Filed 2026-10-30
Leonteq Securities AG
DECREASED
Shares282 from 544
Change-262 (-48%)
Value$25.0K (-$26.2K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED
Shares279 from 282
Change-3 (-1%)
Value$24.7K (-$1.8K)
Filed 2026-10-27
Quent Capital, LLC
INCREASED
Shares274 from 227
Change+47 (+21%)
Value$31.5K (+$10.1K)
Filed 2026-11-09
MTM Investment Management, LLC
INCREASED
Shares268 from 266
Change+2 (+1%)
Value$23.8K (-$1.2K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$22.6K (-$1.4K)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares253 from 252
Change+1 (+0%)
Value$22.4K (-$1.3K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares241 from 233
Change+8 (+3%)
Value$21.3K (-$552)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares237 from 235
Change+2 (+1%)
Value$21.1K (-$1.0K)
Filed 2026-10-08
Darwin Wealth Management, LLC
INCREASED
Shares214 from 25
Change+189 (+756%)
Value$19.0K (+$16.6K)
Filed 2026-11-09
Coston, McIsaac & Partners
INCREASED
Shares208 from 207
Change+1 (+0%)
Value$18.5K (+$18.4K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$17.9K (-$1.1K)
Filed 2026-10-15
Bokf, NA
DECREASED
Shares201 from 268
Change-67 (-25%)
Value$17.8K (-$7.4K)
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.7K (-$1.1K)
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares172 from 78
Change+94 (+121%)
Value$15 (+$8)
Filed 2026-10-30
Washington Trust Advisors, Inc.
DECREASED
Shares170 from 229
Change-59 (-26%)
Value$15.1K (-$6.5K)
Filed 2026-10-22
Private Wealth Management Group, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$14.6K (-$912)
Filed 2026-10-19
Jnba Financial Advisors
DECREASED
Shares164 from 274
Change-110 (-40%)
Value$14.5K (-$11.3K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$14.1K (-$879)
Filed 2026-11-10
Rakuten Securities, Inc.
NEW
Shares150
Change+150
Value$13.3K
Filed 2026-11-02
Strive Financial Group,LLC
NEW
Shares140
Change+140
Value$12.4K
Filed 2026-11-09
GK Wealth Management LLC
NEW
Shares135
Change+135
Value$11.9K
Filed 2026-10-09
City State Bank
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$11.8K (-$736)
Filed 2026-10-20
Evermay Wealth Management LLC
DECREASED
Shares126 from 257
Change-131 (-51%)
Value$11.2K (-$13.0K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares124 from 123
Change+1 (+1%)
Value$11.0K (-$591)
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$11.0K (-$685)
Filed 2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$10.4K (-$647)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$10.2K (-$311)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares106 from 176
Change-70 (-40%)
Value$9.4K (-$7.2K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares100 from 7
Change+93 (+1329%)
Value$8.9K (+$8.2K)
Filed 2026-10-19
Summit Securities Group LLC
INCREASED
Shares100 from 36
Change+64 (+178%)
Value$8.9K (+$5.5K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.9K (-$553)
Filed 2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$9 ($0)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares95
Change+95
Value$8.4K
Filed 2026-10-27
Vision Financial Markets LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$7.7K (-$481)
Filed 2026-10-22
Caldwell Trust Co
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$7.5K (-$470)
Filed 2026-10-30
Chapman Financial Group, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.1K (-$442)
Filed 2026-10-26
N.E.W. Advisory Services LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.1K (-$443)
Filed 2026-11-09
Signature Equity Partners, LLC
INCREASED
Shares77 from 67
Change+10 (+15%)
Value$6.9K (+$532)
Filed 2026-10-29
Financial Consulate, Inc
INCREASED
Shares75 from 74
Change+1 (+1%)
Value$6.6K (-$386)
Filed 2026-10-23
Park Square Financial Group, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$5.9K (-$372)
Filed 2026-11-09
William Mack & Associates, Inc.
NEW
Shares66
Change+66
Value$5.8K
Filed 2026-10-27
Bullock Wealth Management Group
NEW
Shares65
Change+65
Value$5.8K
Filed 2026-10-09
Plato Investment Management Ltd
NEW
Shares65
Change+65
Value$5.8K
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$5.7K (-$354)
Filed 2026-10-13
POM Investment Strategies, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$5.1K (-$321)
Filed 2026-10-20
Creative Capital Management Investments LLC
INCREASED
Shares56 from 34
Change+22 (+65%)
Value$5.0K (+$1.8K)
Filed 2026-10-28
Grove Bank & Trust
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.0K (-$310)
Filed 2026-10-08
First Horizon Corp
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.0K (-$310)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.8K (-$125)
Filed 2026-10-09
Aspect Partners, LLC
DECREASED
Shares52 from 95
Change-43 (-45%)
Value$4.6K (-$4.3K)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
INCREASED
Shares49 from 44
Change+5 (+11%)
Value$4.3K (+$200)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
DECREASED
Shares44 from 47
Change-3 (-6%)
Value$3.9K (-$526)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares43 from 29
Change+14 (+48%)
Value$3.8K (+$1.1K)
Filed 2026-11-03
James T. Borello RIA
INCREASED
Shares43 from 39
Change+4 (+10%)
Value$3.8K (+$138)
Filed 2026-10-16
Financial Management Professionals, Inc.
NEW
Shares40
Change+40
Value$3.5K
Filed 2026-10-23
Nvwm, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.5K (-$190)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.5K (-$216)
Filed 2026-10-14
Proathlete Wealth Management LLC
NEW
Shares38
Change+38
Value$3.4K
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares32 from 22
Change+10 (+45%)
Value$2.8K (+$764)
Filed 2026-11-03
First Command Advisory Services, Inc.
DECREASED
Shares31 from 575
Change-544 (-95%)
Value$2.7K (-$51.4K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares31 from 12
Change+19 (+158%)
Value$2.7K (+$1.6K)
Filed 2026-10-13
Sfam, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.7K (-$172)
Filed 2026-11-03
KFG LLC
NEW
Shares30
Change+30
Value$2.7K
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.5K (-$155)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (-$138)
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1 (-$1)
Filed 2026-11-04
SouthState Bank Corp
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.9K (-$122)
Filed 2026-11-09
Planning Strategies Inc.
INCREASED
Shares21 from 19
Change+2 (+11%)
Value$1.9K (+$72)
Filed 2026-10-02
Anchor Investment Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.8K (-$110)
Filed 2026-11-10
Kingdom Financial Group Llc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.7K (-$105)
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.4K (-$89)
Filed 2026-11-05
MV Capital Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (-$77)
Filed 2026-10-29
TFC Financial Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (-$77)
Filed 2026-10-26
Picton Mahoney Asset Management
NEW
Shares13
Change+13
Value$1.2K
Filed 2026-11-09
Smallwood Wealth Investment Management, LLC
NEW
Shares13
Change+13
Value$1.2K
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.2K (-$18)
Filed 2026-10-16
Hughes Financial Services, LLC
DECREASED
Shares12 from 14
Change-2 (-14%)
Value$1.2K (-$75)
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$66)
Filed 2026-10-22
Boyd Watterson Asset Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$66)
Filed 2026-11-06
Bfsg, LLC
NEW
Shares10
Change+10
Value$886
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$886 (-$56)
Filed 2026-10-15
Clark Wealth Partners
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$886 (-$56)
Filed 2026-10-19
Quaker Wealth Management, LLC
INCREASED
Shares9 from 6
Change+3 (+50%)
Value$798 (+$233)
Filed 2026-10-22
Valley National Advisers Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$798 (-$50)
Filed 2026-10-23
Retirement Wealth Solutions LLC
NEW
Shares8
Change+8
Value$709
Filed 2026-10-07
Abound Wealth Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$709 (-$44)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$620 (+$244)
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$621 (-$38)
Filed 2026-10-29
DecisionPoint Financial, LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$538 (+$81)
Filed 2026-10-27
Strengthening Families & Communities, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$443 (-$28)
Filed 2026-10-21
Tidemark, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$354 (+$72)
Filed 2026-11-09
Birch Financial Group, LLC
NEW
Shares3
Change+3
Value$289
Filed 2026-10-27
Motco
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$266 (-$16)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$222 (-$14)
Filed 2026-10-15
Davis Capital Management
NEW
Shares2
Change+2
Value$177
Filed 2026-10-08
Albion Financial Group
NEW
Shares2
Change+2
Value$160
Filed 2026-10-21
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$178 (-$11)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
NEW
Shares1
Change+1
Value$88
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares1
Change+1
Value$85
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (-$5)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 149,241
Change-149,241 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-13
OFI Invest Asset Management
CLOSED
Shares0 from 53,591
Change-53,591 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-06
Fiduciary Alliance LLC
CLOSED
Shares0 from 43,130
Change-43,130 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 30,854
Change-30,854 (-100%)
Value$0 (-$106.4K)
Filed 2026-11-02
Impax Asset Management Group plc
CLOSED
Shares0 from 25,062
Change-25,062 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-10
Tred Avon Family Wealth, LLC
CLOSED
Shares0 from 15,400
Change-15,400 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-20
Oak Thistle LLC
CLOSED
Shares0 from 15,298
Change-15,298 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Navalign, LLC
CLOSED
Shares0 from 8,958
Change-8,958 (-100%)
Value$0 (-$843.1K)
Filed 2026-11-09
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 8,783
Change-8,783 (-100%)
Value$0 (-$826.6K)
Filed 2026-11-05
Storebrand Asset Management AS
CLOSED
Shares0 from 3,951
Change-3,951 (-100%)
Value$0 (-$371.9K)
Filed 2026-11-10
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,952
Change-2,952 (-100%)
Value$0 (-$277.9K)
Filed 2026-10-23
SteelPeak Wealth, LLC
CLOSED
Shares0 from 2,760
Change-2,760 (-100%)
Value$0 (-$259.8K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 2,658
Change-2,658 (-100%)
Value$0 (-$250.1K)
Filed 2026-10-30
Abel Hall, LLC
CLOSED
Shares0 from 2,596
Change-2,596 (-100%)
Value$0 (-$244.3K)
Filed 2026-10-19
RDA Financial Network
CLOSED
Shares0 from 2,243
Change-2,243 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-15
Sowell Financial Services LLC
CLOSED
Shares0 from 2,228
Change-2,228 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-23
Advisor OS, LLC
CLOSED
Shares0 from 2,220
Change-2,220 (-100%)
Value$0 (-$209.0K)
Filed 2026-11-03
Madrona Financial Services, LLC
CLOSED
Shares0 from 2,215
Change-2,215 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-23
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 2,180
Change-2,180 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,606
Change-1,606 (-100%)
Value$0 (-$151.1K)
Filed 2026-11-06
Northstar Asset Management Co
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$57.0K)
Filed 2026-10-22
Meramec Financial Planners, LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$48.3K)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-07
Salem Investment Counselors Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$18.8K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-16
Atlantic Private Wealth, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$9.4K)
Filed 2026-11-09
Founders Capital Management
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-20
Banque Transatlantique SA
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-10
CGC Financial Services, LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-13
Evolution Wealth Management Inc.
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-23
Golden State Wealth Management, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-15
Navigoe, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$659)
Filed 2026-10-29
Activest Wealth Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$376)
Filed 2026-10-15
Capital Research Global Investors
N/A
Shares— from 13,117,876
Change-13,117,876 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,055,174
Change-11,055,174 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,692,910
Change-10,692,910 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 10,143,817
Change-10,143,817 (-100%)
Value—
State Street Corp
N/A
Shares— from 8,751,801
Change-8,751,801 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 6,876,920
Change-6,876,920 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,540,090
Change-4,540,090 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,711,541
Change-3,711,541 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 3,649,602
Change-3,649,602 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,122,503
Change-3,122,503 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,108,492
Change-3,108,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,725,882
Change-2,725,882 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,709,828
Change-2,709,828 (-100%)
Value—
Clean Energy Transition LLP
N/A
Shares— from 2,630,774
Change-2,630,774 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,128,496
Change-2,128,496 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,806,656
Change-1,806,656 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,769,666
Change-1,769,666 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,714,390
Change-1,714,390 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,661,022
Change-1,661,022 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,467,874
Change-1,467,874 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,366,636
Change-1,366,636 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 909,543
Change-909,543 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 873,333
Change-873,333 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 758,058
Change-758,058 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 741,195
Change-741,195 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 598,626
Change-598,626 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 593,219
Change-593,219 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 562,607
Change-562,607 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 539,658
Change-539,658 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 493,264
Change-493,264 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 454,785
Change-454,785 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 416,450
Change-416,450 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 388,200
Change-388,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 375,176
Change-375,176 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 373,688
Change-373,688 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 366,049
Change-366,049 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 347,109
Change-347,109 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 345,744
Change-345,744 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 343,894
Change-343,894 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 337,563
Change-337,563 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 327,910
Change-327,910 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 320,048
Change-320,048 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 316,811
Change-316,811 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 314,189
Change-314,189 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 311,635
Change-311,635 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 300,566
Change-300,566 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 286,595
Change-286,595 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 268,558
Change-268,558 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 243,515
Change-243,515 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 239,764
Change-239,764 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 208,172
Change-208,172 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 188,934
Change-188,934 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 184,700
Change-184,700 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 183,791
Change-183,791 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 180,257
Change-180,257 (-100%)
Value—
Man Group plc
N/A
Shares— from 166,460
Change-166,460 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 154,696
Change-154,696 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 152,821
Change-152,821 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 133,890
Change-133,890 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 127,849
Change-127,849 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 122,407
Change-122,407 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 122,288
Change-122,288 (-100%)
Value—
Kiltearn Partners LLP
N/A
Shares— from 121,847
Change-121,847 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 107,571
Change-107,571 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 104,434
Change-104,434 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 104,161
Change-104,161 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 102,549
Change-102,549 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 101,499
Change-101,499 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 96,652
Change-96,652 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 95,412
Change-95,412 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 91,661
Change-91,661 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 89,078
Change-89,078 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 88,574
Change-88,574 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 85,352
Change-85,352 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 83,863
Change-83,863 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 82,727
Change-82,727 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 76,200
Change-76,200 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 75,689
Change-75,689 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 75,061
Change-75,061 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 74,665
Change-74,665 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 70,685
Change-70,685 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 69,550
Change-69,550 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 69,450
Change-69,450 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 67,888
Change-67,888 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,861
Change-66,861 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 66,795
Change-66,795 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 66,723
Change-66,723 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 66,531
Change-66,531 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 66,168
Change-66,168 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 65,369
Change-65,369 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 63,733
Change-63,733 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 63,124
Change-63,124 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 62,050
Change-62,050 (-100%)
Value—
Commerce Bank
N/A
Shares— from 61,166
Change-61,166 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 60,839
Change-60,839 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 58,640
Change-58,640 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 56,273
Change-56,273 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 54,772
Change-54,772 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 50,320
Change-50,320 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 48,277
Change-48,277 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 48,090
Change-48,090 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 45,627
Change-45,627 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 45,260
Change-45,260 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 44,411
Change-44,411 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 42,324
Change-42,324 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 41,763
Change-41,763 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 41,019
Change-41,019 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 40,911
Change-40,911 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 39,973
Change-39,973 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,191
Change-38,191 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 37,065
Change-37,065 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 35,559
Change-35,559 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 34,266
Change-34,266 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 33,793
Change-33,793 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,383
Change-33,383 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 32,654
Change-32,654 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,457
Change-32,457 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 32,126
Change-32,126 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 31,353
Change-31,353 (-100%)
Value—
&partners
N/A
Shares— from 30,987
Change-30,987 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,226
Change-30,226 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 30,117
Change-30,117 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 28,809
Change-28,809 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 27,180
Change-27,180 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 26,195
Change-26,195 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,641
Change-25,641 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 24,931
Change-24,931 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,996
Change-23,996 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 23,681
Change-23,681 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 23,448
Change-23,448 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 22,803
Change-22,803 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,799
Change-22,799 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 22,736
Change-22,736 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 22,733
Change-22,733 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 22,011
Change-22,011 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 21,611
Change-21,611 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 21,297
Change-21,297 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 21,094
Change-21,094 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 20,576
Change-20,576 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 20,201
Change-20,201 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,843
Change-19,843 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 18,375
Change-18,375 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 17,877
Change-17,877 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 17,506
Change-17,506 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 17,320
Change-17,320 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 16,333
Change-16,333 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 15,999
Change-15,999 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,621
Change-15,621 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 15,504
Change-15,504 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 15,446
Change-15,446 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 15,367
Change-15,367 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 14,751
Change-14,751 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 14,630
Change-14,630 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,498
Change-14,498 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 13,572
Change-13,572 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 12,793
Change-12,793 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,364
Change-12,364 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,978
Change-11,978 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,842
Change-11,842 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 11,641
Change-11,641 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,404
Change-11,404 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 11,310
Change-11,310 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 10,877
Change-10,877 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 10,581
Change-10,581 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,867
Change-9,867 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 9,719
Change-9,719 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,371
Change-9,371 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 8,906
Change-8,906 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,377
Change-8,377 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 7,933
Change-7,933 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 7,058
Change-7,058 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,833
Change-5,833 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 903
Change-903 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 799
Change-799 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 726
Change-726 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Quarry LP
N/A
Shares— from 556
Change-556 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 459
Change-459 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 454
Change-454 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 437
Change-437 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 344
Change-344 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 297
Change-297 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 141
Change-141 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 51
Change-51 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 48
Change-48 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 35
Change-35 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 21
Change-21 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 20
Change-20 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20
Change-20 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3
Change-3 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1
Change-1 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED5,088,5425,064,693+23,849+0%$476.7M$450.8M-$25.9M2026-11-04
Geode Capital Management, LLC
INCREASED4,260,6624,255,796+4,866+0%$399.9M$376.8M-$23.0M2026-11-06
ProShare Advisors LLC
DECREASED1,884,3042,154,195-269,891-13%$202.8M$166.9M-$35.8M2026-10-29
Bank of New York Mellon Corp
INCREASED1,525,4551,315,800+209,655+16%$123.8M$135.1M+$11.3M2026-11-05
Nykredit A/S
INCREASED1,315,0351,277,666+37,369+3%$120.3M$116.5M-$3.8M2026-11-06
Fort Washington Investment Advisors Inc
DECREASED1,312,1651,396,575-84,410-6%$131.4M$116.2M-$15.2M2026-10-15
Confluence Investment Management LLC
DECREASED1,302,4991,348,374-45,875-3%$126.9M$115.4M-$11.5M2026-10-01
Victory Capital Management Inc
INCREASED569,078209,439+359,639+172%$19.7M$50.4M+$30.7M2026-11-10
Vest Financial, LLC
DECREASED549,052636,832-87,780-14%$59.9M$48.6M-$11.3M2026-10-21
Wilsey Asset Management Inc
DECREASED535,605541,721-6,116-1%$51.0M$47.4M-$3.5M2026-10-21
Paralel Advisors LLC
UNCHANGED530,000530,00000%$49.9M$47.0M-$2.9M2026-11-10
Deutsche Bank Ag\
DECREASED521,207750,674-229,467-31%$70.7M$46.2M-$24.5M2026-11-06
Aegon Asset Management UK PLC
DECREASED421,983483,980-61,997-13%$45.6M$37.4M-$8.2M2026-11-04
Nuveen, LLC
DECREASED397,586418,845-21,259-5%$39.4M$35.2M-$4.2M2026-11-10
Commonwealth Equity Services, LLC
INCREASED369,027354,647+14,380+4%$33.4M$32.7M-$687.3K2026-11-02
Citigroup Inc
INCREASED279,803230,620+49,183+21%$21.7M$24.8M+$3.1M2026-11-04
Russell Investments Group, Ltd.
INCREASED273,022268,716+4,306+2%$25.3M$24.2M-$1.1M2026-11-06
Barclays PLC
DECREASED272,355309,271-36,916-12%$29.1M$24.1M-$5.0M2026-11-06
LSV Asset Management
INCREASED252,1006,700+245,400+3663%$631.0K$22.3K-$608.7K2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED248,392254,862-6,470-3%$24.0M$22.0M-$2.0M2026-11-05
Amundi
DECREASED224,277385,551-161,274-42%$36.3M$19.9M-$16.4M2026-11-06
Godsey & Gibb, Inc
INCREASED221,868220,806+1,062+0%$20.8M$19.7M-$1.1M2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
INCREASED209,118204,671+4,447+2%$19.3M$18.5M-$737.9K2026-10-21
LPL Financial LLC
DECREASED178,889183,505-4,616-3%$17.3M$15.8M-$1.4M2026-11-06
Principal Financial Group Inc
INCREASED174,746169,610+5,136+3%$16.0M$15.5M-$482.9K2026-11-02
Fifth Third Bancorp
DECREASED140,478153,787-13,309-9%$14.5M$12.4M-$2.0M2026-11-05
New York State Teachers Retirement System
INCREASED137,487123,771+13,716+11%$11.6M$12.2K-$11.6M2026-10-22
Great Hill Capital LLC
DECREASED133,412134,156-744-1%$12.6M$11.8M-$807.8K2026-10-20
New South Capital Management Inc
DECREASED129,724164,352-34,628-21%$15.5M$11.5M-$4.0M2026-11-05
DE Burlo Group Inc
INCREASED128,602121,870+6,732+6%$11.5M$11.4M-$77.6K2026-11-05
Sound Income Strategies, LLC
INCREASED125,298124,194+1,104+1%$11.7M$11.2M-$516.3K2026-10-09
Douglas Lane & Associates, LLC
INCREASED120,686119,555+1,131+1%$11.3M$10.7M-$560.9K2026-10-09
Americana Partners, LLC
INCREASED120,150117,962+2,188+2%$11.1M$10.6M-$458.6K2026-10-28
Bank of Montreal
DECREASED115,500177,285-61,785-35%$16.7M$10.2M-$6.5M2026-11-09
Assenagon Asset Management S.A.
INCREASED112,55396,322+16,231+17%$9.1M$10.0M+$905.2K2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW109,265—+109,265——$9.7K—2026-10-22
Rempart Asset Management Inc.
UNCHANGED102,320102,32000%$9.6M$9.6M$02026-10-20
Nordea Investment Management AB
INCREASED97,21785,658+11,559+13%$8.1M$8.8M+$713.6K2026-11-09
Bell Bank
INCREASED96,22395,411+812+1%$9.0M$8.5M-$455.7K2026-10-21
Creative Planning
INCREASED96,06884,448+11,620+14%$7.9M$8.5M+$562.5K2026-11-02
Yousif Capital Management, LLC
DECREASED88,69992,757-4,058-4%$8.7M$7.9M-$872.5K2026-10-22
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED84,35983,570+789+1%$7.9M$7.5M-$385.7K2026-11-10
Insight Wealth Strategies, LLC
DECREASED83,39984,301-902-1%$7.7M$7.4M-$311.7K2026-10-09
SEI Investments Co
DECREASED79,391139,717-60,326-43%$13.2M$7.0M-$6.1M2026-11-10
Public Sector Pension Investment Board
INCREASED78,89544,368+34,527+78%$4.2M$7.1M+$3.0M2026-11-10
Wealth Enhancement Advisory Services, LLC
INCREASED78,49752,536+25,961+49%$4.4M$6.4M+$2.0M2026-10-13
Acadian Asset Management LLC
NEW77,026—+77,026——$6.8K—2026-11-09
Chase Investment Counsel Corp
NEW73,859—+73,859——$6.5K—2026-11-09
Howard Capital Management, LLC
INCREASED72,47721,831+50,646+232%$2.1M$6.4M+$4.4M2026-10-16
Old North State Wealth Management, LLC
DECREASED72,10872,496-388-1%$6.8M$6.4M-$435.3K2026-10-22
FMR LLC
DECREASED70,279449,531-379,252-84%$42.3M$6.2M-$36.1M2026-11-10
Monte Financial Group, LLC
DECREASED70,27073,163-2,893-4%$6.9M$6.2M-$694.5K2026-11-02
Oppenheimer Asset Management Inc.
DECREASED69,05570,516-1,461-2%$6.6M$6.1M-$519.4K2026-10-27
Virginia Retirement Systems ET Al
INCREASED67,35047,050+20,300+43%$4.4M$6.0M+$1.5M2026-10-28
Goelzer Investment Management, Inc.
DECREASED67,25468,277-1,023-1%$6.4M$6.0M-$468.2K2026-10-16
Sompo Asset Management Co., Ltd.
INCREASED66,71764,503+2,214+3%$6.1M$5.9M-$160.6K2026-11-10
NewSquare Capital LLC
INCREASED66,06663,610+2,456+4%$6.0M$5.9M-$134.2K2026-11-06
Illinois Municipal Retirement Fund
NEW65,962—+65,962——$5.8M—2026-11-05
Police & Firemen's Retirement System of New Jersey
DECREASED65,02069,670-4,650-7%$6.6M$5.8M-$797.2K2026-11-09
Crossmark Global Holdings, Inc.
INCREASED61,9234,811+57,112+1187%$452.8K$5.5M+$5.0M2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED58,94953,630+5,319+10%$5.0M$5.2M+$174.6K2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED58,06069,380-11,320-16%$6.5M$5.1M-$1.4M2026-10-29
Prospera Financial Services Inc
NEW56,932—+56,932——$5.9M—2026-11-04
NFJ Investment Group, LLC
NEW56,556—+56,556——$5.0M—2026-11-09
Meyer Handelman Co
DECREASED55,76558,215-2,450-4%$5.5M$4.9M-$539.0K2026-10-28
Robeco Institutional Asset Management B.V.
INCREASED53,94244,930+9,012+20%$4.2M$4.8M+$549.9K2026-10-20
PNC Financial Services Group, Inc.
INCREASED51,35247,324+4,028+9%$4.5M$4.5M+$95.2K2026-11-06
South Dakota Investment Council
DECREASED50,74583,020-32,275-39%$7.8M$4.5K-$7.8M2026-11-10
State of New Jersey Common Pension Fund D
DECREASED50,48951,979-1,490-3%$4.9M$4.5M-$419.4K2026-11-05
Nisa Investment Advisors, LLC
INCREASED50,43948,857+1,582+3%$4.6M$4.5M-$130.0K2026-10-20
MacKenzie Financial Corp
INCREASED47,33146,557+774+2%$4.4M$4.2M-$188.9K2026-11-02
HighTower Advisors, LLC
INCREASED45,97944,091+1,888+4%$4.1M$4.1M-$76.6K2026-11-10
Allen Capital Group, LLC
DECREASED44,91645,652-736-2%$4.3M$4.0M-$317.7K2026-10-27
Handelsbanken Fonder AB
UNCHANGED44,70044,70000%$4.2K$4.0K-$2472026-11-09
Arizona State Retirement System
INCREASED43,80342,848+955+2%$4.0M$3.9M-$152.3K2026-11-03
Czech National Bank
DECREASED43,39144,249-858-2%$4.2M$3.8M-$320.7K2026-10-13
Truist Financial Corp
DECREASED43,15946,123-2,964-6%$4.3M$3.8M-$517.6K2026-10-30
New York Life Investment Management LLC
INCREASED42,76140,802+1,959+5%$3.8M$3.8M-$52.1K2026-11-04
KLP Kapitalforvaltning AS
UNCHANGED42,30042,30000%$4.0M$3.7M-$233.9K2026-11-10
Voya Investment Management LLC
INCREASED39,08532,372+6,713+21%$3.0M$3.5M+$415.7K2026-11-10
State of Michigan Retirement System
DECREASED37,93139,731-1,800-5%$3.7M$3.4M-$379.2K2026-10-27
Pictet Asset Management Holding SA
INCREASED36,64636,600+46+0%$3.4M$3.2M-$198.3K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED34,62333,580+1,043+3%$3.2M$3.1K-$3.2M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED33,36534,336-971-3%$3.2M$3.0M-$275.9K2026-11-03
CIBC Asset Management Inc
DECREASED33,16534,029-864-3%$3.2M$2.9M-$264.7K2026-11-05
Retirement Systems of Alabama
DECREASED31,67032,658-988-3%$3.1M$2.8M-$268.1K2026-11-04
Swiss Life Asset Management Ltd
DECREASED30,690218,024-187,334-86%$20.5M$2.7M-$17.8M2026-11-03
Regents Gate Capital LLP
INCREASED30,4571,966+28,491+1449%$185.0K$2.7M+$2.5M2026-11-03
Sage Capital Advisors,llc
DECREASED30,39834,324-3,926-11%$3.2M$2.7M-$537.6K2026-10-13
Neos Investment Management LLC
INCREASED28,20025,315+2,885+11%$2.4M$2.5M+$115.6K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED26,1508,339+17,811+214%$761.7K$2.3M+$1.6M2026-11-04
Amalgamated Bank
DECREASED25,52526,788-1,263-5%$2.5M$2.3K-$2.5M2026-10-23
First Citizens Bank & Trust Co
DECREASED25,26047,101-21,841-46%$4.4M$2.2M-$2.2M2026-10-14
Atria Investments, Inc
INCREASED25,12115,137+9,984+66%$1.4M$2.2M+$800.8K2026-10-15
Waycross Partners, LLC
NEW23,625—+23,625——$2.1M—2026-11-03
Cullinan Associates Inc
DECREASED23,50024,600-1,100-4%$2.3M$2.1M-$233.5K2026-11-03
Scotia Capital Inc.
DECREASED22,51522,822-307-1%$2.1M$2.0M-$153.4K2026-11-10
M&T Bank Corp
INCREASED21,61320,875+738+4%$2.0M$1.9M-$49.0K2026-11-10
Integrity Alliance, Llc.
DECREASED21,61121,619-80%$2.0M$1.9M-$120.3K2026-10-29
Lantz Financial LLC
INCREASED21,56921,316+253+1%$2.0M$1.9M-$95.5K2026-10-15
Machina Capital S.A.S.
INCREASED20,3136,203+14,110+227%$583.8K$1.8M+$1.2M2026-11-05
Simplex Trading, LLC
DECREASED20,25324,062-3,809-16%$2.3M$1.8M-$470.5K2026-11-04
Savant Capital, LLC
INCREASED19,75110,683+9,068+85%$898.3K$1.7M+$851.3K2026-11-06
Squarepoint Ops LLC
INCREASED19,7277,422+12,305+166%$698.6K$1.7M+$1.0M2026-11-09
Allen Wealth Management, LLC
DECREASED19,66221,291-1,629-8%$2.0M$1.7M-$262.1K2026-10-29
Great Lakes Advisors, LLC
NEW19,363—+19,363——$1.7M—2026-11-06
Grey Ledge Advisors, LLC
INCREASED19,04518,106+939+5%$1.7M$1.7M-$17.0K2026-11-02
Aberdeen Group plc
DECREASED18,84619,389-543-3%$1.8M$1.7M-$155.3K2026-11-10
Daiwa Securities Group Inc.
DECREASED18,82618,995-169-1%$1.8M$1.7M-$120.0K2026-10-29
Kestra Advisory Services, LLC
DECREASED18,81224,300-5,488-23%$2.3M$1.7M-$620.6K2026-11-02
Xponance LLC
INCREASED18,71117,150+1,561+9%$1.6M$1.7M+$43.4K2026-11-03
Oregon Public Employees Retirement Fund
DECREASED18,52819,128-600-3%$1.8M$1.6M-$158.9K2026-10-30
iA Global Asset Management Inc.
NEW18,519—+18,519——$1.6K—2026-10-29
Greenwood Capital Associates LLC
INCREASED18,13817,601+537+3%$1.7M$1.6M-$49.8K2026-10-27
CIBC World Market Inc.
DECREASED17,81318,772-959-5%$1.8M$1.6M-$188.8K2026-11-10
Rakuten Investment Management, Inc.
INCREASED17,28716,482+805+5%$1.5M$1.5M-$8.6K2026-10-30
Ethic Inc.
INCREASED17,06710,117+6,950+69%$952.2K$1.5M+$559.7K2026-11-03
Vise Technologies, Inc.
DECREASED16,25916,473-214-1%$1.6M$1.4M-$110.0K2026-10-29
McKinney Capital Management, LLC
DECREASED16,12516,654-529-3%$1.6M$1.4M-$139.0K2026-11-06
Mutual of America Capital Management LLC
DECREASED15,45316,025-572-4%$1.5M$1.4M-$139.3K2026-10-23
Cascade Investment Advisors, Inc.
INCREASED15,44515,440+5+0%$1.5M$1.4M-$84.9K2026-11-02
UniSuper Management Pty Ltd
INCREASED15,01210,512+4,500+43%$989.4K$1.3M+$340.5K2026-10-26
Thrivent Financial for Lutherans
DECREASED14,75316,009-1,256-8%$1.5M$1.3K-$1.5M2026-11-05
ING Groep NV
NEW14,437—+14,437——$1.3M—2026-11-10
Beacon Financial Advisory LLC
INCREASED14,37214,365+7+0%$1.4M$1.3M-$78.8K2026-10-16
Contravisory Investment Management, Inc.
INCREASED14,36113,442+919+7%$1.3M$1.3M+$7.1K2026-10-13
Crescent Sterling, Ltd.
DECREASED14,33514,423-88-1%$1.4M$1.3M-$87.6K2026-10-16
State of Alaska, Department of Revenue
DECREASED14,30915,232-923-6%$1.4M$1.3K-$1.4M2026-10-15
Bdf-Gestion
DECREASED14,29516,108-1,813-11%$55.8M$1.3M-$54.6M2026-10-19
Clearstead Advisors, LLC
INCREASED14,22514,185+40+0%$1.3M$1.3M-$75.0K2026-11-06
Procyon Advisors, LLC
INCREASED14,16611,075+3,091+28%$1.0M$1.3M+$212.6K2026-10-21
US Bancorp \de\
DECREASED14,03014,133-103-1%$1.3M$1.2M-$87.3K2026-11-05
Sky Investment Group LLC
INCREASED14,0159,176+4,839+53%$863.6K$1.2M+$377.9K2026-10-30
Private Trust Co NA
DECREASED13,55013,552-20%$1.3M$1.2M-$75.1K2026-10-20
Brown, Lisle Ings, Inc.
INCREASED13,39313,215+178+1%$1.2M$1.2M-$57.3K2026-10-16
Keybank National Association
INCREASED13,29010,961+2,329+21%$1.0M$1.2M+$145.7K2026-11-04
Fulcrum Asset Management LLP
NEW12,761—+12,761——$1.1M—2026-11-04
Harbor Capital Advisors, Inc.
DECREASED12,74322,188-9,445-43%$2.1M$1.1K-$2.1M2026-10-22
Gamma Investing LLC
INCREASED12,51811,549+969+8%$1.1M$1.1M+$22.0K2026-10-08
Crestwood Advisors Group, LLC
INCREASED12,4889,193+3,295+36%$865.2K$1.1M+$241.1K2026-10-27
Chicago Partners Investment Group LLC
INCREASED12,4055,663+6,742+119%$495.0K$1.2M+$736.1K2026-10-27
Mizuho Securities USA LLC
INCREASED12,32312,170+153+1%$1.1M$1.2M+$42.1K2026-11-09
Naples Global Advisors, LLC
DECREASED12,29912,397-98-1%$1.2M$1.1M-$77.2K2026-11-05
Blackhawk Capital Partners, LLC
DECREASED12,23213,101-869-7%$1.2M$1.1M-$149.4K2026-11-10
Romano Brothers and Company
DECREASED12,17312,691-518-4%$1.2M$1.1M-$116.1K2026-10-22
Loudon Investment Management, LLC
DECREASED12,09012,240-150-1%$1.2M$1.1M-$81.0K2026-11-06
Teachers Retirement System of the State of Kentucky
UNCHANGED12,07412,07400%$1.1M$1.1K-$1.1M2026-11-10
Investors Research Corp
DECREASED12,07112,588-517-4%$1.2M$1.1M-$115.4K2026-10-07
Merit Financial Group, LLC
INCREASED11,78611,491+295+3%$1.1M$1.0M-$37.4K2026-11-06
SVB Wealth LLC
INCREASED11,7349,869+1,865+19%$928.9K$1.0M+$110.7K2026-11-06
HB Wealth Management, LLC
INCREASED11,3448,465+2,879+34%$796.8K$823.4K+$26.7K2026-10-23
Regions Financial Corp
INCREASED11,18911,188+1+0%$1.1M$991.2K-$61.8K2026-11-05
Ascentis Independent Advisors
NEW10,902—+10,902——$965.8K—2026-11-03
Ritholtz Wealth Management
NEW10,527—+10,527——$932.5K—2026-11-05
Arvest Investments, Inc.
INCREASED10,1715,108+5,063+99%$480.8K$901.0K+$420.3K2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED10,06211,146-1,084-10%$1.0M$891.4K-$157.7K2026-10-08
Park Avenue Securities LLC
DECREASED9,90410,217-313-3%$962.0K$877-$961.1K2026-10-26
KBC Group NV
UNCHANGED9,8109,81000%$923.0K$869-$922.1K2026-10-22
Ridgewood Investments LLC
DECREASED9,79611,310-1,514-13%$1.1M$867.8K-$196.7K2026-10-05
Gateway Investment Advisers LLC
INCREASED9,7554,600+5,155+112%$433.0K$864.2K+$431.2K2026-10-13
Maryland State Retirement & Pension System
INCREASED9,6458,223+1,422+17%$773.9K$854.5K+$80.5K2026-11-05
Applied Capital LLC
DECREASED9,5709,577-70%$901.4K$847.8K-$53.6K2026-10-07
Castleview Partners, LLC
INCREASED9,4288,516+912+11%$801.6K$835.3K+$33.7K2026-10-09
Lido Advisors, LLC
INCREASED9,3556,161+3,194+52%$580.0K$828.9K+$248.9K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW9,189—+9,189——$814.1K—2026-10-27
Sigma Planning Corp
INCREASED9,1528,773+379+4%$825.7K$810.8K-$14.9K2026-10-23
JB Capital LLC
DECREASED9,0539,104-51-1%$856.9K$802.0K-$54.8K2026-10-19
Apollon Wealth Management, LLC
INCREASED9,0248,355+669+8%$786.4K$799.5K+$13.1K2026-10-23
Rockland Trust Co
INCREASED8,9708,731+239+3%$821.8K$794.7K-$27.1K2026-10-05
Sterling Capital Management LLC
INCREASED8,6645,312+3,352+63%$500.0K$767.5K+$267.6K2026-10-22
Huntington National Bank
INCREASED8,6557,251+1,404+19%$682.5K$766.7K+$84.3K2026-11-10
Chicago Capital, LLC
DECREASED8,1789,978-1,800-18%$939.1K$724.5K-$214.6K2026-10-13
Hartford Investment Management Co
DECREASED8,0538,428-375-4%$793.2K$713.4K-$79.8K2026-11-04
Inspire Investing, LLC
DECREASED8,0348,398-364-4%$790.4K$711.7K-$78.7K2026-10-22
Nwam LLC
DECREASED7,82910,676-2,847-27%$1.0M$693.5K-$311.3K2026-11-09
New Mexico Educational Retirement Board
UNCHANGED7,6937,69300%$724.0K$682-$723.3K2026-11-05
Farther Finance Advisors, LLC
DECREASED7,4807,537-57-1%$709.3K$662.6K-$46.6K2026-10-08
Louisiana State Employees Retirement System
DECREASED7,4007,900-500-6%$743.5K$655.6K-$88.0K2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED7,1937,19300%$677.0K$637.2K-$39.8K2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED7,1702,609+4,561+175%$226.5K$639.4K+$412.8K2026-10-13
Asset Management One Co., Ltd.
INCREASED7,1056,847+258+4%$644.4K$629.4K-$15.0K2026-10-27
Blair William & Co
DECREASED6,9707,299-329-5%$687.0K$617.5K-$69.5K2026-11-10
Rothschild Investment LLC
DECREASED6,9429,981-3,039-30%$939.5K$615.0K-$324.5K2026-11-10
Global X Japan Co., Ltd.
DECREASED6,8597,739-880-11%$728.4K$607.6K-$120.8K2026-10-21
Cypress Capital Group
DECREASED6,7196,829-110-2%$642.7K$595.2K-$47.5K2026-11-03
Argyle Capital Management, LLC
UNCHANGED6,6756,67500%$628.3K$591.3K-$36.9K2026-10-28
Brown Miller Wealth Management, LLC
DECREASED6,6046,610-60%$622.1K$585.0K-$37.1K2026-11-02
Equitable Trust Co
INCREASED6,5276,419+108+2%$604.2K$578.2K-$25.9K2026-10-13
Allworth Financial LP
INCREASED6,3606,297+63+1%$592.7K$598.6K+$5.9K2026-11-06
IFP Advisors, Inc
INCREASED6,3576,215+142+2%$585.0K$563.2K-$21.8K2026-10-16
Axxcess Wealth Management, LLC
NEW6,352—+6,352——$562.7K—2026-10-21
StoneRidge PMG Advisors, LLC
NEW6,309—+6,309——$559—2026-11-04
Citizens Financial Group Inc
INCREASED6,1395,331+808+15%$501.8K$543.8K+$42.1K2026-10-23
Brighton Jones LLC
INCREASED6,1155,977+138+2%$562.5K$541.7K-$20.8K2026-11-03
Great Valley Advisor Group, Inc.
INCREASED6,0216,002+19+0%$564.8K$533.8K-$31.1K2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED6,0006,00000%$564.7K$531.5K-$33.2K2026-10-23
Anchyra Partners LLC
INCREASED5,8865,516+370+7%$519.2K$521.4K+$2.3K2026-10-13
Compound Planning, Inc.
NEW5,851—+5,851——$518.4K—2026-11-09
Glenview Trust Co
UNCHANGED5,8075,80700%$546.6K$514.4K-$32.1K2026-10-28
State of Wyoming
INCREASED5,7882,749+3,039+111%$258.7K$512.8K+$254.0K2026-10-28
Baker Avenue Asset Management, LP
INCREASED5,7302,395+3,335+139%$225.4K$507.6K+$282.2K2026-11-06
DekaBank Deutsche Girozentrale
DECREASED5,61825,979-20,361-78%$1.7K$499-$1.2K2026-10-27
Bessemer Group Inc
DECREASED5,5769,853-4,277-43%$906.0K$493-$905.5K2026-11-09
Ascentis Wealth Management, LLC
NEW5,479—+5,479——$485.4K—2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED5,46847,904-42,436-89%$4.5M$484.4K-$4.0M2026-11-02
Bull Harbor Capital LLC
INCREASED5,4395,276+163+3%$496.6K$481.8K-$14.7K2026-11-10
Stackstone Wealth, LLC
NEW5,326—+5,326——$471.8K—2026-10-19
USA Financial Formulas
NEW5,324—+5,324——$471.7K—2026-10-16
Catherine Avery Investment Management LLC
DECREASED5,2925,414-122-2%$509.6K$468.8K-$40.7K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED5,1333,663+1,470+40%$344.8K$454.7K+$109.9K2026-10-16
Total Wealth Planning & Management, Inc.
UNCHANGED5,1005,10000%$480.0K$451.8K-$28.2K2026-10-23
Wagner Wealth Management, Corp
DECREASED5,0975,154-57-1%$485.1K$451.5K-$33.6K2026-10-20
Benedict Financial Advisors Inc
INCREASED5,0294,925+104+2%$463.5K$445.5K-$18.0K2026-10-07
West Family Investments, Inc.
DECREASED5,0145,052-38-1%$475.5K$444.2K-$31.3K2026-11-09
Kingswood Wealth Advisors, LLC
NEW4,993—+4,993——$442.3K—2026-10-23
Wealthfront Advisers LLC
INCREASED4,9454,542+403+9%$427.5K$438.1K+$10.6K2026-11-09
Phoenix Financial Ltd.
NEW4,900—+4,900——$435.4K—2026-11-09
Global Retirement Partners, LLC
INCREASED4,8452,034+2,811+138%$191.4K$429.2K+$237.8K2026-11-10
Sound Financial Strategies Group, LLC
INCREASED4,8443,595+1,249+35%$338.4K$429.1K+$90.8K2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED4,8144,81400%$453.1K$426.5K-$26.6K2026-10-20
North Dakota State Investment Board
INCREASED4,7134,596+117+3%$432.6K$417.5K-$15.1K2026-10-27
SRH Advisors, LLC
DECREASED4,7025,302-600-11%$499.1K$416.6K-$82.5K2026-10-22
WBI Investments, LLC
NEW4,690—+4,690——$415.5K—2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED4,5714,920-349-7%$463.1K$404.9K-$58.1K2026-10-13
Jeppson Wealth Management, LLC
DECREASED4,4404,451-110%$418.9K$393.3K-$25.6K2026-10-20
Argent Trust Co
UNCHANGED4,4194,41900%$415.9K$391.5K-$24.4K2026-11-09
Cyndeo Wealth Partners, LLC
NEW4,388—+4,388——$388.7K—2026-10-16
Fisher Asset Management, LLC
INCREASED4,3333,972+361+9%$373.9K$383.9K+$10.1K2026-11-06
Strs Ohio
DECREASED4,3034,384-81-2%$412.6K$381.2K-$31.4K2026-10-30
Moneco Advisors, LLC
INCREASED4,2864,281+5+0%$402.9K$379.7K-$23.2K2026-11-05
Atlas Capital Advisors Inc.
INCREASED4,232834+3,398+407%$78.5K$72.5K-$6.0K2026-11-09
Mather Group, Llc.
INCREASED4,2123,278+934+28%$308.5K$373.1K+$64.6K2026-10-14
Cardinal Point Capital Management ULC
DECREASED4,2104,235-25-1%$398.6K$373.0K-$25.6K2026-10-21
Fruth Investment Management
UNCHANGED4,0754,07500%$383$361-$222026-10-13
Certuity, LLC
NEW4,053—+4,053——$359.0K—2026-11-02
Coldstream Capital Management Inc
INCREASED4,0253,332+693+21%$313.7K$356.6K+$42.9K2026-11-09
Capital Investment Advisors, LLC
INCREASED4,0153,197+818+26%$300.9K$355.7K+$54.8K2026-10-22
1620 Investment Advisors, Inc.
INCREASED3,9773,872+105+3%$364.4K$352.3K-$12.1K2026-11-04
V-Square Quantitative Management LLC
INCREASED3,9243,732+192+5%$351.3K$347.6K-$3.6K2026-10-15
Securian Asset Management, Inc
DECREASED3,9234,095-172-4%$369.2K$347.5K-$21.7K2026-11-06
Larson Financial Group LLC
INCREASED3,899631+3,268+518%$59.4K$345.4K+$286.0K2026-11-05
AlphaCore Capital LLC
INCREASED3,8532,570+1,283+50%$241.9K$341.3K+$99.4K2026-11-04
City Center Advisors, LLC
DECREASED3,7745,260-1,486-28%$495.1K$334.3K-$160.7K2026-10-08
Exchange Traded Concepts, LLC
DECREASED3,7573,938-181-5%$370.6K$332.8K-$37.8K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED3,7543,692+62+2%$347.5K$332.5K-$14.9K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED3,6643,656+8+0%$344.1K$324.6K-$19.5K2026-10-14
Miller Financial Services LLC
DECREASED3,6524,917-1,265-26%$462.8K$323.5K-$139.3K2026-10-20
Bayforest Capital Ltd
INCREASED3,605870+2,735+314%$81.9K$319.4K+$237.5K2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED3,5252,081+1,444+69%$195.4K$312.7K+$117.4K2026-11-06
Hantz Financial Services, Inc.
INCREASED3,4993,028+471+16%$285.0K$310-$284.7K2026-11-09
D.A. Davidson & Co.
INCREASED3,4873,477+10+0%$327.3K$309.0K-$18.3K2026-10-28
Alpha Zero LLC
UNCHANGED3,4583,45800%$315.8K$306.3K-$9.4K2026-11-06
Martin Capital Partners, LLC
DECREASED3,4553,489-34-1%$328.4K$306.1K-$22.3K2026-10-07
Inscription Capital, LLC
INCREASED3,4523,015+437+14%$283.7K$305.8K+$22.1K2026-11-02
Innova Wealth Partners
DECREASED3,4453,495-50-1%$328.9K$305.2K-$23.8K2026-10-21
Principle Wealth Partners LLC
DECREASED3,4395,964-2,525-42%$561.3K$304.7K-$256.7K2026-11-02
Edgestream Partners, L.P.
DECREASED3,43812,919-9,481-73%$1.2M$304.6K-$911.4K2026-11-10
Wealth Science Advisors LLC
DECREASED3,4073,515-108-3%$330.8K$301.8K-$29.0K2026-10-09
Canada Post Corp Registered Pension Plan
UNCHANGED3,3833,38300%$318.4K$300.4K-$18.0K2026-11-09
Tema Etfs LLC
INCREASED3,3613,069+292+10%$288.9K$297.8K+$8.9K2026-10-16
Curated Wealth Partners LLC
NEW3,349—+3,349——$296.7K—2026-10-15
OpenArc Corporate Advisory, LLC
NEW3,340—+3,340——$295.9K—2026-10-21
Y-Intercept (Hong Kong) Ltd
NEW3,330—+3,330——$295.0K—2026-10-16
Mesirow Financial Investment Management, Inc.
DECREASED3,3196,272-2,953-47%$590.3K$294.0K-$296.3K2026-11-05
VestGen Advisors, LLC
DECREASED3,2353,599-364-10%$338.8K$286.5K-$52.2K2026-10-27
Moors & Cabot, Inc.
INCREASED3,1923,191+1+0%$300.4K$282.8K-$17.6K2026-11-06
Versant Capital Management, Inc
INCREASED3,186968+2,218+229%$91.1K$282.2K+$191.1K2026-10-02
Eastern Bank
DECREASED3,18248,182-45,000-93%$4.5M$281.9K-$4.3M2026-10-05
ANB Bank
NEW3,175—+3,175——$281.3K—2026-10-09
Cidel Asset Management Inc
UNCHANGED3,1673,16700%$298.1K$280.6K-$17.5K2026-10-29
Revisor Wealth Management LLC
INCREASED3,1613,060+101+3%$288.0K$291.7K+$3.7K2026-10-20
Choreo, LLC
NEW3,160—+3,160——$279.9K—2026-10-28
HUB Investment Partners, LLC
NEW3,141—+3,141——$278.2K—2026-11-03
Gen-Wealth Partners Inc
DECREASED3,0933,819-726-19%$359.4K$274.0K-$85.5K2026-11-04
Praxis Investment Management Inc
UNCHANGED3,0583,05800%$288.0K$271-$287.7K2026-11-03
Bingham Private Wealth, LLC
INCREASED3,0202,841+179+6%$267.4K$267.5K+$1472026-11-05
Donaldson Capital Management, LLC
INCREASED2,9902,512+478+19%$236.4K$264.9K+$28.5K2026-11-09
Strategic Blueprint, LLC
INCREASED2,9742,938+36+1%$276.5K$263.4K-$13.0K2026-10-22
CX Institutional
DECREASED2,9512,956-50%$278$261-$172026-10-02
Paragon Capital Management Ltd
INCREASED2,9512,949+2+0%$277.6K$261.4K-$16.2K2026-10-09
Interchange Capital Partners, LLC
NEW2,908—+2,908——$257.6K—2026-10-28
Moody National Bank Trust Division
UNCHANGED2,9062,90600%$273.5K$257.4K-$16.1K2026-10-06
Advisors Management Group Inc
DECREASED2,8453,454-609-18%$325.0K$252-$324.7K2026-11-05
Capstone Wealth Management, LLC
INCREASED2,8372,834+3+0%$266.7K$251.3K-$15.4K2026-11-02
CenterStar Asset Management, LLC
NEW2,798—+2,798——$248.7K—2026-10-09
Burney Co/
INCREASED2,7662,761+5+0%$259.9K$245.0K-$14.8K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED2,7022,686+16+1%$252.8K$239.4K-$13.4K2026-11-06
Fiduciary Family Office, LLC
NEW2,700—+2,700——$239.2K—2026-11-04
Wedmont Private Capital
NEW2,688—+2,688——$239.7K—2026-10-09
Wealthcare Advisory Partners LLC
DECREASED2,6712,720-49-2%$256.0K$236.6K-$19.4K2026-10-21
Krilogy Financial LLC
INCREASED2,6662,569+97+4%$241.8K$236.3K-$5.5K2026-10-13
Baxter Bros Inc
DECREASED2,6642,914-250-9%$274.3K$236.0K-$38.3K2026-11-04
Oppenheimer & Co Inc
INCREASED2,6382,572+66+3%$242.1K$233.7K-$8.4K2026-10-26
Evergreen Capital Management LLC
INCREASED2,5962,327+269+12%$219.0K$230.0K+$11.0K2026-10-23
Davenport & Co LLC
INCREASED2,5892,425+164+7%$228.3K$229.3K+$1.1K2026-10-14
Pinnacle Associates LTD
DECREASED2,5692,623-54-2%$246.9K$227.6K-$19.3K2026-10-20
Destiny Wealth Partners, LLC
NEW2,564—+2,564——$273.6K—2026-11-05
6th Street Advisors, LLC
UNCHANGED2,5502,55000%$240.0K$225.9K-$14.1K2026-10-14
Assetmark, Inc
INCREASED2,520956+1,564+164%$89.9K$223.2K+$133.3K2026-10-21
TD Waterhouse Canada Inc.
INCREASED2,495810+1,685+208%$74.0K$223.5K+$149.5K2026-10-16
Center for Financial Planning, Inc.
INCREASED2,4782,308+170+7%$217.2K$219.5K+$2.3K2026-10-26
Verdence Capital Advisors LLC
INCREASED2,4672,266+201+9%$213.3K$218.5K+$5.2K2026-10-26
WealthBridge Capital Management, LLC
UNCHANGED2,4652,46500%$232.0K$218.4K-$13.6K2026-10-16
Cornerstone Wealth Group, LLC
NEW2,463—+2,463——$218.2K—2026-11-02
Intrua Financial, LLC
DECREASED2,4362,491-55-2%$234.4K$215.8K-$18.6K2026-10-28
Sagespring Wealth Partners, LLC
NEW2,396—+2,396——$212.2K—2026-10-22
Fifth Third Wealth Advisors LLC
NEW2,364—+2,364——$209.4K—2026-10-22
Visionary Wealth Advisors
INCREASED2,3512,343+8+0%$220.5K$208.3K-$12.2K2026-11-04
SilverOak Wealth Management LLC
NEW2,326—+2,326——$206.1K—2026-10-29
Parallel Advisors, LLC
INCREASED2,3222,040+282+14%$192.1K$205.7K+$13.6K2026-11-03
Rossmore Private Capital
UNCHANGED2,3002,30000%$216.5K$203.8K-$12.7K2026-10-27
Dynamic Advisor Solutions LLC
NEW2,297—+2,297——$203.5K—2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED2,2622,231+31+1%$210.0K$200.4K-$9.6K2026-10-16
Eads & Heald Wealth Management
DECREASED2,2602,275-15-1%$214.1K$200.2K-$13.9K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED2,2512,103+148+7%$198.0K$199.4K+$1.5K2026-11-04
UMB Bank, n.a.
INCREASED2,2142,166+48+2%$203.9K$196.1K-$7.7K2026-11-06
Harel Insurance Investments & Financial Services Ltd.
NEW2,200—+2,200——$195—2026-11-02
Signaturefd, LLC
INCREASED2,1941,288+906+70%$121.2K$194.4K+$73.2K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED2,148662+1,486+224%$62.3K$190.3K+$128.0K2026-10-27
Geneos Wealth Management Inc.
INCREASED2,1002,083+17+1%$196.1K$186.0K-$10.1K2026-11-09
Wilmington Savings Fund Society, FSB
DECREASED2,0262,443-417-17%$229.9K$179.5K-$50.5K2026-10-23
Rossby Financial, LCC
INCREASED1,872193+1,679+870%$18.1K$165.8K+$147.7K2026-11-05
Trust Co of Vermont
INCREASED1,8361,832+4+0%$172.4K$162.7K-$9.8K2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED1,4791,47900%$59.1K$131-$59.0K2026-11-04
Twin Tree Management, LP
NEW1,440—+1,440——$127.6K—2026-11-10
Hartford Financial Management Inc.
UNCHANGED1,4341,43400%$135.0K$127.0K-$7.9K2026-10-21
Roxbury Financial LLC
INCREASED1,3901,381+9+1%$130.0K$123.2K-$6.8K2026-10-01
Parkside Financial Bank & Trust
INCREASED1,308529+779+147%$49.8K$115.9K+$66.1K2026-10-27
Tompkins Financial Corp
UNCHANGED1,2451,24500%$117.2K$110.3K-$6.9K2026-10-05
Danske Bank A/S
DECREASED1,2001,300-100-8%$122.4K$106.3K-$16.0K2026-11-09
New England Capital Financial Advisors LLC
INCREASED1,182748+434+58%$70.4K$104.7K+$34.3K2026-11-03
Essential Partners LLC
INCREASED1,0451,019+26+3%$95.9K$92.6K-$3.3K2026-10-14
Caldwell Sutter Capital, Inc.
INCREASED1,0191,018+1+0%$95.9K$90.3K-$5.6K2026-11-09
Kennebec Savings Bank
UNCHANGED1,0001,00000%$94.1K$88.6K-$5.5K2026-10-22
TD Private Client Wealth LLC
DECREASED9991,129-130-12%$106.3K$88.5K-$17.8K2026-10-28
True Wealth Design, LLC
INCREASED976798+178+22%$75.1K$86.5K+$11.4K2026-10-13
SBI Securities Co., Ltd.
INCREASED957844+113+13%$79.4K$84.8K+$5.3K2026-10-22
Bogart Wealth, LLC
INCREASED949501+448+89%$47.1K$84.0K+$36.9K2026-11-10
Deseret Mutual Benefit Administrators
DECREASED9441,037-93-9%$97.6K$83.6K-$14.0K2026-11-04
WPG Advisers, LLC
INCREASED876847+29+3%$79.7K$77.6K-$2.1K2026-10-27
Trust Co of Toledo NA
UNCHANGED87087000%$81.9K$77.1K-$4.8K2026-10-16
Harbour Investments, Inc.
INCREASED799761+38+5%$71.6K$70.8K-$8602026-11-09
Richardson Financial Services Inc.
UNCHANGED74774700%$70.3K$66.2K-$4.1K2026-10-30
Capital Advisors, Ltd. LLC
DECREASED73212,519-11,787-94%$1.2K$65-$1.1K2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED70070000%$65.9K$62.0K-$3.9K2026-10-22
Elyxium Wealth, LLC
NEW692—+692——$61.3K—2026-10-27
MassMutual Private Wealth & Trust, FSB
INCREASED671654+17+3%$61.6K$59.4K-$2.1K2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED65165100%$61.3K$57.7K-$3.6K2026-10-09
Creative Financial Designs Inc
DECREASED6507,799-7,149-92%$734.0K$57.6K-$676.4K2026-11-04
LOS Angeles Capital Management LLC
DECREASED650920-270-29%$86.6K$57.6K-$29.0K2026-11-10
IFG Advisory, LLC
INCREASED645632+13+2%$59.5K$57.1K-$2.3K2026-11-09
Montag A & Associates Inc
INCREASED641549+92+17%$51.7K$56.8K+$5.1K2026-10-29
Root Financial Partners, LLC
NEW587—+587——$52.0K—2026-10-21
Elevation Wealth Partners, LLC
INCREASED556127+429+338%$12.0K$49.3K+$37.3K2026-10-07
Jacobi Capital Management LLC
NEW550—+550——$48.7K—2026-11-05
Blue Trust, Inc.
INCREASED549160+389+243%$15.1K$48.6K+$33.6K2026-10-15
GoalVest Advisory LLC
INCREASED547354+193+55%$33.3K$48.5K+$15.1K2026-10-02
Spire Wealth Management
INCREASED540535+5+1%$50.4K$47.9K-$2.5K2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED51051000%$48.0K$45.2K-$2.8K2026-10-13
SJS Investment Consulting Inc.
INCREASED509254+255+100%$23.9K$45.1K+$21.2K2026-10-26
Central Trust Co
INCREASED477192+285+148%$18.1K$42.3K+$24.2K2026-11-05
FIL Ltd
DECREASED4742,650-2,176-82%$249.4K$42.0K-$207.4K2026-11-10
Smartleaf Asset Management LLC
INCREASED458399+59+15%$37.4K$40.7K+$3.3K2026-11-10
Fairman Group, LLC
UNCHANGED44344300%$41.7K$39.2K-$2.5K2026-10-26
Transce3nd, LLC
NEW420—+420——$40.1K—2026-10-26
Nova Financial LLC
NEW400—+400——$35.4K—2026-11-04
Hanson & Doremus Investment Management
UNCHANGED40040000%$38.0K$35-$38.0K2026-10-16
Provenance Wealth Advisors, LLC
INCREASED3817+374+5343%$659$33.8K+$33.1K2026-10-30
Cromwell Holdings LLC
INCREASED378359+19+5%$33.8K$33.5K-$3022026-10-28
Cape Investment Advisory, Inc.
INCREASED375374+1+0%$35.2K$33.2K-$2.0K2026-10-13
Zions Bancorporation, National Association
DECREASED320331-11-3%$31.2K$28.3K-$2.8K2026-11-06
Fortitude Family Office, LLC
INCREASED319129+190+147%$12.1K$28.3K+$16.1K2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW305—+305——$27.0K—2026-10-16
Compass Financial Management LLC
INCREASED303302+1+0%$30.9K$26.8K-$4.1K2026-10-30
Leonteq Securities AG
DECREASED282544-262-48%$51.2K$25.0K-$26.2K2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED279282-3-1%$26.5K$24.7K-$1.8K2026-10-27
Quent Capital, LLC
INCREASED274227+47+21%$21.4K$31.5K+$10.1K2026-11-09
MTM Investment Management, LLC
INCREASED268266+2+1%$25.0K$23.8K-$1.2K2026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED25525500%$24.0K$22.6K-$1.4K2026-11-04
American Capital Advisory, LLC
INCREASED253252+1+0%$23.7K$22.4K-$1.3K2026-10-28
Cullen T Bankers, Inc.
INCREASED241233+8+3%$21.9K$21.3K-$5522026-10-28
CoreCap Advisors, LLC
INCREASED237235+2+1%$22.1K$21.1K-$1.0K2026-10-08
Darwin Wealth Management, LLC
INCREASED21425+189+756%$2.4K$19.0K+$16.6K2026-11-09
Coston, McIsaac & Partners
INCREASED208207+1+0%$19$18.5K+$18.4K2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED20220200%$19.0K$17.9K-$1.1K2026-10-15
Bokf, NA
DECREASED201268-67-25%$25.2K$17.8K-$7.4K2026-10-27
Hilltop National Bank
UNCHANGED20020000%$18.8K$17.7K-$1.1K2026-10-14
Covestor Ltd
INCREASED17278+94+121%$7$15+$82026-10-30
Washington Trust Advisors, Inc.
DECREASED170229-59-26%$21.6K$15.1K-$6.5K2026-10-22
Private Wealth Management Group, LLC
UNCHANGED16516500%$15.5K$14.6K-$9122026-10-19
Jnba Financial Advisors
DECREASED164274-110-40%$25.8K$14.5K-$11.3K2026-11-03
Bayban
UNCHANGED15915900%$15.0K$14.1K-$8792026-11-10
Rakuten Securities, Inc.
NEW150—+150——$13.3K—2026-11-02
Strive Financial Group,LLC
NEW140—+140——$12.4K—2026-11-09
GK Wealth Management LLC
NEW135—+135——$11.9K—2026-10-09
City State Bank
UNCHANGED13313300%$12.5K$11.8K-$7362026-10-20
Evermay Wealth Management LLC
DECREASED126257-131-51%$24.2K$11.2K-$13.0K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED124123+1+1%$11.6K$11.0K-$5912026-10-20
Clearstead Trust, LLC
UNCHANGED12412400%$11.7K$11.0K-$6852026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED11711700%$11.0K$10.4K-$6472026-10-22
Westside Investment Management, Inc.
UNCHANGED11211200%$10.5K$10.2K-$3112026-11-02
JFS Wealth Advisors, LLC
DECREASED106176-70-40%$16.6K$9.4K-$7.2K2026-11-03
Highline Wealth Partners LLC
INCREASED1007+93+1329%$659$8.9K+$8.2K2026-10-19
Summit Securities Group LLC
INCREASED10036+64+178%$3.4K$8.9K+$5.5K2026-11-05
North Star Investment Management Corp.
UNCHANGED10010000%$9.4K$8.9K-$5532026-10-27
Ulland Investment Advisors, LLC
UNCHANGED979700%$9$9$02026-10-13
Latitude Advisors, LLC
NEW95—+95——$8.4K—2026-10-27
Vision Financial Markets LLC
UNCHANGED878700%$8.2K$7.7K-$4812026-10-22
Caldwell Trust Co
UNCHANGED858500%$8.0K$7.5K-$4702026-10-30
Chapman Financial Group, LLC
UNCHANGED808000%$7.5K$7.1K-$4422026-10-26
N.E.W. Advisory Services LLC
UNCHANGED808000%$7.5K$7.1K-$4432026-11-09
Signature Equity Partners, LLC
INCREASED7767+10+15%$6.3K$6.9K+$5322026-10-29
Financial Consulate, Inc
INCREASED7574+1+1%$7.0K$6.6K-$3862026-10-23
Park Square Financial Group, LLC
UNCHANGED676700%$6.3K$5.9K-$3722026-11-09
William Mack & Associates, Inc.
NEW66—+66——$5.8K—2026-10-27
Bullock Wealth Management Group
NEW65—+65——$5.8K—2026-10-09
Plato Investment Management Ltd
NEW65—+65——$5.8K—2026-11-05
West Paces Advisors Inc.
UNCHANGED646400%$6.0K$5.7K-$3542026-10-13
POM Investment Strategies, LLC
UNCHANGED585800%$5.5K$5.1K-$3212026-10-20
Creative Capital Management Investments LLC
INCREASED5634+22+65%$3.2K$5.0K+$1.8K2026-10-28
Grove Bank & Trust
UNCHANGED565600%$5.3K$5.0K-$3102026-10-08
First Horizon Corp
UNCHANGED565600%$5.3K$5.0K-$3102026-10-26
Pacifica Partners Inc.
UNCHANGED545400%$5.0K$4.8K-$1252026-10-09
Aspect Partners, LLC
DECREASED5295-43-45%$8.9K$4.6K-$4.3K2026-10-20
Birchwood Financial Partners, Inc.
INCREASED4944+5+11%$4.1K$4.3K+$2002026-11-02
Owl Creek Wealth Partners LLC
DECREASED4447-3-6%$4.4K$3.9K-$5262026-10-20
Key Capital Management, Inc
INCREASED4329+14+48%$2.7K$3.8K+$1.1K2026-11-03
James T. Borello RIA
INCREASED4339+4+10%$3.7K$3.8K+$1382026-10-16
Financial Management Professionals, Inc.
NEW40—+40——$3.5K—2026-10-23
Nvwm, LLC
UNCHANGED393900%$3.7K$3.5K-$1902026-10-14
Triumph Capital Management
UNCHANGED393900%$3.7K$3.5K-$2162026-10-14
Proathlete Wealth Management LLC
NEW38—+38——$3.4K—2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED3222+10+45%$2.1K$2.8K+$7642026-11-03
First Command Advisory Services, Inc.
DECREASED31575-544-95%$54.1K$2.7K-$51.4K2026-11-05
Harbor Investment Advisory, LLC
INCREASED3112+19+158%$1.1K$2.7K+$1.6K2026-10-13
Sfam, LLC
UNCHANGED313100%$2.9K$2.7K-$1722026-11-03
KFG LLC
NEW30—+30——$2.7K—2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED282800%$2.6K$2.5K-$1552026-10-16
Lanark Financial, Inc.
UNCHANGED252500%$2.4K$2.2K-$1382026-10-26
Avion Wealth
UNCHANGED222200%$2$1-$12026-11-04
SouthState Bank Corp
UNCHANGED222200%$2.1K$1.9K-$1222026-11-09
Planning Strategies Inc.
INCREASED2119+2+11%$1.8K$1.9K+$722026-10-02
Anchor Investment Management, LLC
UNCHANGED202000%$1.9K$1.8K-$1102026-11-10
Kingdom Financial Group Llc.
UNCHANGED191900%$1.8K$1.7K-$1052026-11-04
Burk Holdings LLC
UNCHANGED161600%$1.5K$1.4K-$892026-11-05
MV Capital Management, Inc.
UNCHANGED141400%$1.3K$1.2K-$772026-10-29
TFC Financial Management, Inc.
UNCHANGED141400%$1.3K$1.2K-$772026-10-26
Picton Mahoney Asset Management
NEW13—+13——$1.2K—2026-11-09
Smallwood Wealth Investment Management, LLC
NEW13—+13——$1.2K—2026-10-30
Mosley Wealth Management
UNCHANGED131300%$1.2K$1.2K-$182026-10-16
Hughes Financial Services, LLC
DECREASED1214-2-14%$1.3K$1.2K-$752026-10-30
Manchester Capital Management LLC
UNCHANGED121200%$1.1K$1.1K-$662026-10-22
Boyd Watterson Asset Management LLC
UNCHANGED121200%$1.1K$1.1K-$662026-11-06
Bfsg, LLC
NEW10—+10——$886—2026-10-30
Wolff Wiese Magana LLC
UNCHANGED101000%$942$886-$562026-10-15
Clark Wealth Partners
UNCHANGED101000%$942$886-$562026-10-19
Quaker Wealth Management, LLC
INCREASED96+3+50%$565$798+$2332026-10-22
Valley National Advisers Inc
UNCHANGED9900%$848$798-$502026-10-23
Retirement Wealth Solutions LLC
NEW8—+8——$709—2026-10-07
Abound Wealth Management
UNCHANGED8800%$753$709-$442026-10-26
Silver Grove Financial Group, Inc.
INCREASED74+3+75%$376$620+$2442026-11-05
Bell Investment Advisors, Inc
UNCHANGED7700%$659$621-$382026-10-29
DecisionPoint Financial, LLC
INCREASED65+1+20%$457$538+$812026-10-27
Strengthening Families & Communities, LLC
UNCHANGED5500%$471$443-$282026-10-21
Tidemark, LLC
INCREASED43+1+33%$282$354+$722026-11-09
Birch Financial Group, LLC
NEW3—+3——$289—2026-10-27
Motco
UNCHANGED3300%$282$266-$162026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED3300%$236$222-$142026-10-15
Davis Capital Management
NEW2—+2——$177—2026-10-08
Albion Financial Group
NEW2—+2——$160—2026-10-21
Maryland Capital Advisors Inc.
UNCHANGED2200%$189$178-$112026-10-15
Ashurst Perkins Coie Trust Co
NEW1—+1——$88—2026-10-15
Balance Wealth Partners LLC
NEW1—+1——$85—2026-10-27
Key FInancial Inc
UNCHANGED1100%$94$89-$52026-11-02
Gilman Hill Asset Management, LLC
CLOSED0149,241-149,241-100%$14.0M$0-$14.0M2026-10-13
OFI Invest Asset Management
CLOSED053,591-53,591-100%$4.4M$0-$4.4M2026-11-06
Fiduciary Alliance LLC
CLOSED043,130-43,130-100%$4.1M$0-$4.1M2026-10-13
International Assets Investment Management, LLC
CLOSED030,854-30,854-100%$106.4K$0-$106.4K2026-11-02
Impax Asset Management Group plc
CLOSED025,062-25,062-100%$2.4M$0-$2.4M2026-11-10
Tred Avon Family Wealth, LLC
CLOSED015,400-15,400-100%$1.4M$0-$1.4M2026-10-20
Oak Thistle LLC
CLOSED015,298-15,298-100%$1.4M$0-$1.4M2026-10-21
Navalign, LLC
CLOSED08,958-8,958-100%$843.1K$0-$843.1K2026-11-09
Confluence Wealth Services, Inc.
CLOSED08,783-8,783-100%$826.6K$0-$826.6K2026-11-05
Storebrand Asset Management AS
CLOSED03,951-3,951-100%$371.9K$0-$371.9K2026-11-10
Simplicity Wealth,LLC
CLOSED02,952-2,952-100%$277.9K$0-$277.9K2026-10-23
SteelPeak Wealth, LLC
CLOSED02,760-2,760-100%$259.8K$0-$259.8K2026-10-16
Capital Investment Advisory Services, LLC
CLOSED02,658-2,658-100%$250.1K$0-$250.1K2026-10-30
Abel Hall, LLC
CLOSED02,596-2,596-100%$244.3K$0-$244.3K2026-10-19
RDA Financial Network
CLOSED02,243-2,243-100%$211.1K$0-$211.1K2026-10-15
Sowell Financial Services LLC
CLOSED02,228-2,228-100%$209.7K$0-$209.7K2026-10-23
Advisor OS, LLC
CLOSED02,220-2,220-100%$209.0K$0-$209.0K2026-11-03
Madrona Financial Services, LLC
CLOSED02,215-2,215-100%$208.5K$0-$208.5K2026-10-23
Uhlmann Price Securities, LLC
CLOSED02,180-2,180-100%$205.2K$0-$205.2K2026-11-03
Institute for Wealth Management, Llc.
CLOSED01,606-1,606-100%$151.1K$0-$151.1K2026-11-06
Northstar Asset Management Co
CLOSED0625-625-100%$57.0K$0-$57.0K2026-10-22
Meramec Financial Planners, LLC
CLOSED0513-513-100%$48.3K$0-$48.3K2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED0228-228-100%$21.5K$0-$21.5K2026-10-07
Salem Investment Counselors Inc
CLOSED0200-200-100%$18.8K$0-$18.8K2026-10-13
Cornerstone Planning Group LLC
CLOSED0116-116-100%$10.4K$0-$10.4K2026-10-16
Atlantic Private Wealth, LLC
CLOSED0100-100-100%$9.4K$0-$9.4K2026-11-09
Founders Capital Management
CLOSED083-83-100%$7.8K$0-$7.8K2026-10-13
Robinswood Financial LLC
CLOSED060-60-100%$5.6K$0-$5.6K2026-10-20
Banque Transatlantique SA
CLOSED039-39-100%$3.7K$0-$3.7K2026-11-10
CGC Financial Services, LLC
CLOSED033-33-100%$3.1K$0-$3.1K2026-10-13
Evolution Wealth Management Inc.
CLOSED032-32-100%$3.0K$0-$3.0K2026-10-28
Stone House Investment Management, LLC
CLOSED024-24-100%$2.2K$0-$2.2K2026-10-23
Golden State Wealth Management, LLC
CLOSED018-18-100%$1.7K$0-$1.7K2026-11-02
MCF Advisors LLC
CLOSED012-12-100%$1.1K$0-$1.1K2026-10-28
AdvisorNet Financial, Inc
CLOSED011-11-100%$1.0K$0-$1.0K2026-10-15
Navigoe, LLC
CLOSED08-8-100%$0$0$02026-11-04
Caitong International Asset Management Co., Ltd
CLOSED07-7-100%$659$0-$6592026-10-29
Activest Wealth Management
CLOSED04-4-100%$376$0-$3762026-10-15
Capital Research Global Investors
N/A—13,117,876-13,117,876-100%$1.2B———
Price T Rowe Associates Inc
N/A—11,055,174-11,055,174-100%$1.0B———
BlackRock, Inc.
N/A—10,692,910-10,692,910-100%$1.0B———
Vanguard Capital Management LLC
N/A—10,143,817-10,143,817-100%$954.7M———
State Street Corp
N/A—8,751,801-8,751,801-100%$823.7M———
Vanguard Portfolio Management LLC
N/A—6,876,920-6,876,920-100%$647.3M———
Ameriprise Financial Inc
N/A—4,540,090-4,540,090-100%$427.3M———
Invesco Ltd.
N/A—3,711,541-3,711,541-100%$349.3M———
Hotchkis & Wiley Capital Management LLC
N/A—3,649,602-3,649,602-100%$343.5M———
UBS Group AG
N/A—3,122,503-3,122,503-100%$293.9M———
Morgan Stanley
N/A—3,108,492-3,108,492-100%$292.6M———
Wells Fargo & Company
N/A—2,725,882-2,725,882-100%$256.6M———
Schroder Investment Management Group
N/A—2,709,828-2,709,828-100%$255.0M———
Clean Energy Transition LLP
N/A—2,630,774-2,630,774-100%$247.6M———
Goldman Sachs Group Inc
N/A—2,128,496-2,128,496-100%$200.3M———
AQR Capital Management LLC
N/A—1,806,656-1,806,656-100%$169.1M———
Norges Bank
N/A—1,769,666-1,769,666-100%$166.6M———
Charles Schwab Investment Management Inc
N/A—1,714,390-1,714,390-100%$161.4M———
Massachusetts Financial Services Co
N/A—1,661,022-1,661,022-100%$156.3M———
Adage Capital Partners GP, L.L.C.
N/A—1,467,874-1,467,874-100%$138.2M———
Northern Trust Corp
N/A—1,366,636-1,366,636-100%$128.6M———
Bank of America Corp
N/A—909,543-909,543-100%$85.6M———
Vanguard Fiduciary Trust Co
N/A—873,333-873,333-100%$82.2M———
Stifel Financial Corp
N/A—758,058-758,058-100%$71.3M———
American Century Companies Inc
N/A—741,195-741,195-100%$69.8M———
UBS Asset Management Americas LLC
N/A—598,626-598,626-100%$56.3M———
BNP Paribas Financial Markets
N/A—593,219-593,219-100%$55.8M———
Clark Capital Management Group, Inc.
N/A—562,607-562,607-100%$53.0M———
Mariner, LLC
N/A—539,658-539,658-100%$50.8M———
Nomura Asset Management Co LTD
N/A—493,264-493,264-100%$46.4M———
First Trust Advisors LP
N/A—454,785-454,785-100%$42.8M———
Gotham Asset Management, LLC
N/A—416,450-416,450-100%$39.2M———
Alyeska Investment Group, L.P.
N/A—388,200-388,200-100%$36.5M———
Royal Bank of Canada
N/A—375,176-375,176-100%$35.3M———
JPMorgan Chase & Co
N/A—373,688-373,688-100%$35.7M———
Two Sigma Investments, LP
N/A—366,049-366,049-100%$34.5M———
Raymond James Financial Inc
N/A—347,109-347,109-100%$32.7M———
Manufacturers Life Insurance Company, the
N/A—345,744-345,744-100%$32.5M———
Vanguard Global Advisers, LLC
N/A—343,894-343,894-100%$32.4M———
Legal & General Group Plc
N/A—337,563-337,563-100%$31.8M———
Janney Montgomery Scott LLC
N/A—327,910-327,910-100%$30.9M———
Wellington Management Group LLP
N/A—320,048-320,048-100%$30.1M———
Tocqueville Asset Management L.P.
N/A—316,811-316,811-100%$29.8M———
Voloridge Investment Management, LLC
N/A—314,189-314,189-100%$29.6M———
Swiss National Bank
N/A—311,635-311,635-100%$29.3M———
California Public Employees Retirement System
N/A—300,566-300,566-100%$28.3M———
Quantinno Capital Management LP
N/A—286,595-286,595-100%$27.0M———
Rhumbline Advisers
N/A—268,558-268,558-100%$25.3M———
Hardman Johnston Global Advisors LLC
N/A—243,515-243,515-100%$22.9M———
Envestnet Asset Management Inc
N/A—239,764-239,764-100%$22.6M———
HSBC Holdings PLC
N/A—208,172-208,172-100%$19.6M———
Delta Asset Management LLC
N/A—188,934-188,934-100%$17.8M———
Canada Pension Plan Investment Board
N/A—184,700-184,700-100%$17.4M———
Alliancebernstein L.P.
N/A—183,791-183,791-100%$13.1M———
California State Teachers Retirement System
N/A—180,257-180,257-100%$17.0M———
Man Group plc
N/A—166,460-166,460-100%$15.7M———
Citadel Advisors LLC
N/A—154,696-154,696-100%$14.6M———
Vanguard Asset Management, Ltd
N/A—152,821-152,821-100%$14.4M———
State Board of Administration of Florida Retirement System
N/A—133,890-133,890-100%$12.6M———
Jones Financial Companies Lllp
N/A—127,849-127,849-100%$11.8M———
Meiji Yasuda Asset Management Co Ltd.
N/A—122,407-122,407-100%$11.5M———
IEQ Capital, LLC
N/A—122,288-122,288-100%$11.5M———
Kiltearn Partners LLP
N/A—121,847-121,847-100%$11.5M———
APG Asset Management N.V.
N/A—107,571-107,571-100%$8.9M———
SG Americas Securities, LLC
N/A—104,434-104,434-100%$9.8M———
Erste Asset Management GmbH
N/A—104,161-104,161-100%$9.8M———
Bcwm, LLC
N/A—102,549-102,549-100%$9.7M———
Kennedy Capital Management LLC
N/A—101,499-101,499-100%$9.6M———
VAN DEN Berg Management I, Inc
N/A—96,652-96,652-100%$9.1M———
Peak6 LLC
N/A—95,412-95,412-100%$9.0M———
Advisors Asset Management, Inc.
N/A—91,661-91,661-100%$8.6M———
Westwood Holdings Group Inc
N/A—89,078-89,078-100%$8.4M———
Mirabella Financial Services LLP
N/A—88,574-88,574-100%$8.3M———
Marshall Wace, LLP
N/A—85,352-85,352-100%$8.0M———
New York State Common Retirement Fund
N/A—83,863-83,863-100%$7.9M———
Federated Hermes, Inc.
N/A—82,727-82,727-100%$7.8M———
Prudential Financial Inc
N/A—76,200-76,200-100%$7.2M———
State of Wisconsin Investment Board
N/A—75,689-75,689-100%$7.1M———
Chevy Chase Trust Holdings, LLC
N/A—75,061-75,061-100%$7.1M———
Ensign Peak Advisors, Inc
N/A—74,665-74,665-100%$7.0M———
Holocene Advisors, LP
N/A—70,685-70,685-100%$6.7M———
Icon Advisers Inc
N/A—69,550-69,550-100%$6.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—69,450-69,450-100%$6.5M———
Jupiter Topco LLC
N/A—67,888-67,888-100%$6.4M———
Cetera Investment Advisers
N/A—66,861-66,861-100%$6.3M———
Allianz Asset Management GmbH
N/A—66,795-66,795-100%$6.3M———
Brevan Howard Capital Management LP
N/A—66,723-66,723-100%$6.3M———
National Bank of Canada
N/A—66,531-66,531-100%$6.3M———
Treasurer of the State of North Carolina
N/A—66,168-66,168-100%$6.2M———
Osaic Holdings, Inc.
N/A—65,369-65,369-100%$6.2M———
Cerity Partners LLC
N/A—63,733-63,733-100%$6.0M———
Guggenheim Capital LLC
N/A—63,124-63,124-100%$5.9M———
Canada Life Assurance Co
N/A—62,050-62,050-100%$5.8M———
Commerce Bank
N/A—61,166-61,166-100%$5.8M———
Baird Financial Group, Inc.
N/A—60,839-60,839-100%$5.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—58,640-58,640-100%$5.5M———
Boothbay Fund Management, LLC
N/A—56,273-56,273-100%$5.3M———
Easterly Investment Partners LLC
N/A—55,000-55,000-100%$5.2M———
Kinloch Capital, LLC
N/A—54,772-54,772-100%$5.2M———
Graham Capital Management, L.P.
N/A—50,320-50,320-100%$4.7M———
Credit Agricole S A
N/A—48,277-48,277-100%$4.5M———
Public Employees Retirement System of Ohio
N/A—48,090-48,090-100%$4.5M———
Segall Bryant & Hamill, LLC
N/A—45,627-45,627-100%$4.3M———
Worldquant Millennium Advisors LLC
N/A—45,260-45,260-100%$4.3M———
Envestnet Portfolio Solutions, Inc.
N/A—44,411-44,411-100%$4.2M———
Toronto Dominion Bank
N/A—42,324-42,324-100%$4.0M———
Jump Financial, LLC
N/A—41,763-41,763-100%$3.9M———
CIBC Bancorp USA Inc.
N/A—41,019-41,019-100%$3.9M———
Captrust Financial Advisors
N/A—40,911-40,911-100%$3.9M———
Vanguard Investments Australia, Ltd.
N/A—39,973-39,973-100%$3.8M———
Mercer Global Advisors Inc
N/A—38,191-38,191-100%$3.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—37,065-37,065-100%$3.5M———
MetLife Investment Management, LLC
N/A—35,559-35,559-100%$3.3M———
Pacer Advisors, Inc.
N/A—34,266-34,266-100%$3.2M———
Tidal Investments LLC
N/A—33,793-33,793-100%$3.2M———
Susquehanna International Group, LLP
N/A—33,383-33,383-100%$3.1M———
Neuberger Berman Group LLC
N/A—32,654-32,654-100%$3.1M———
Arkadios Wealth Advisors
N/A—32,457-32,457-100%$3.1M———
Trexquant Investment LP
N/A—32,126-32,126-100%$3.0M———
State of Tennessee, Department of Treasury
N/A—31,353-31,353-100%$3.0M———
&partners
N/A—30,987-30,987-100%$2.9M———
MML Investors Services, LLC
N/A—30,226-30,226-100%$2.8M———
Focus Partners Wealth
N/A—30,117-30,117-100%$2.8M———
Resona Asset Management Co.,Ltd.
N/A—28,809-28,809-100%$2.7M———
All Terrain Financial Advisors, LLC
N/A—27,180-27,180-100%$2.6M———
Brown Advisory Inc
N/A—26,195-26,195-100%$2.5M———
Summit Trail Advisors, LLC
N/A—25,641-25,641-100%$2.4M———
Ally Financial Inc.
N/A—25,000-25,000-100%$2.4M———
TD Asset Management Inc
N/A—24,931-24,931-100%$2.3M———
Natixis Advisors, LLC
N/A—23,996-23,996-100%$2.3M———
Utah Retirement Systems
N/A—23,681-23,681-100%$2.2M———
Vident Advisory, LLC
N/A—23,448-23,448-100%$2.2M———
Rafferty Asset Management, LLC
N/A—22,803-22,803-100%$2.1M———
NewEdge Advisors, LLC
N/A—22,799-22,799-100%$2.1M———
New Age Alpha Advisors, LLC
N/A—22,736-22,736-100%$2.1M———
Peak Asset Management, LLC
N/A—22,733-22,733-100%$2.1M———
Flputnam Investment Management Co
N/A—22,011-22,011-100%$2.1M———
Dark Forest Capital Management LP
N/A—21,611-21,611-100%$2.0M———
Tudor Investment Corp ET AL
N/A—21,297-21,297-100%$2.0M———
Atom Investors LP
N/A—21,094-21,094-100%$2.0M———
Ameritas Investment Partners, Inc.
N/A—20,576-20,576-100%$1.9M———
Essex Financial Services, Inc.
N/A—20,201-20,201-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—19,843-19,843-100%$1.9M———
Sequoia Financial Advisors, LLC
N/A—18,375-18,375-100%$1.7M———
Group One Trading LLC
N/A—17,877-17,877-100%$1.7M———
Lighthouse Investment Partners, LLC
N/A—17,506-17,506-100%$1.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—17,320-17,320-100%$1.6M———
Teacher Retirement System of Texas
N/A—16,333-16,333-100%$1.5M———
Numerai GP LLC
N/A—15,999-15,999-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—15,621-15,621-100%$1.5M———
Public Employees Retirement Association of Colorado
N/A—15,504-15,504-100%$1.5M———
RPg Family Wealth Advisory, LLC
N/A—15,446-15,446-100%$1.5M———
Texas Yale Capital Corp.
N/A—15,367-15,367-100%$1.4M———
Northwestern Mutual Wealth Management Co
N/A—14,751-14,751-100%$1.4M———
Mork Capital Management, LLC
N/A—14,630-14,630-100%$1.4M———
Rathbones Group PLC
N/A—14,575-14,575-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—14,498-14,498-100%$1.4M———
Sivia Capital Partners, LLC
N/A—13,572-13,572-100%$1.3M———
Pathstone Holdings, LLC
N/A—13,064-13,064-100%$1.2M———
Nomura Holdings Inc
N/A—12,793-12,793-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—12,364-12,364-100%$1.2M———
Sanctuary Advisors, LLC
N/A—11,978-11,978-100%$1.1M———
Benjamin Edwards Inc
N/A—11,842-11,842-100%$1.1M———
Capital International Sarl
N/A—11,641-11,641-100%$1.1M———
Vanguard Personalized Indexing Management, LLC
N/A—11,554-11,554-100%$1.1M———
Federation des caisses Desjardins du Quebec
N/A—11,404-11,404-100%$1.1M———
Caption Management, LLC
N/A—11,310-11,310-100%$1.1M———
BNP Paribas Asset Management Holding S.A.
N/A—10,877-10,877-100%$1.0M———
Arax Advisory Partners
N/A—10,780-10,780-100%$1.0M———
Redwood Investment Management, LLC
N/A—10,581-10,581-100%$996.0K———
Miller Investment Management, LP
N/A—10,555-10,555-100%$993.4K———
SlateStone Wealth, LLC
N/A—10,387-10,387-100%$978.0K———
Focus Partners Advisor Solutions, LLC
N/A—10,171-10,171-100%$957.4K———
Dakota Wealth Management
N/A—10,061-10,061-100%$946.9K———
Principal Securities, Inc.
N/A—9,867-9,867-100%$928.7K———
Stephens Inc
N/A—9,791-9,791-100%$921.5K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—9,719-9,719-100%$914.8K———
Franklin Resources Inc
N/A—9,633-9,633-100%$906.7K———
Jane Street Group, LLC
N/A—9,371-9,371-100%$882.0K———
Empowered Funds, LLC
N/A—9,357-9,357-100%$880.7K———
Norinchukin Bank, The
N/A—8,906-8,906-100%$838.2K———
Orion Porfolio Solutions, LLC
N/A—8,377-8,377-100%$788.4K———
Advisory Services Network, LLC
N/A—8,080-8,080-100%$760.5K———
DnB Asset Management AS
N/A—8,020-8,020-100%$754.8K———
Frec Markets, Inc.
N/A—7,933-7,933-100%$746.7K———
Bartlett & Co. Wealth Management LLC
N/A—7,800-7,800-100%$734.1K———
RB Capital Management, LLC
N/A—7,704-7,704-100%$725.1K———
PFG Investments, LLC
N/A—7,411-7,411-100%$697.5K———
Glenmede Trust Co NA
N/A—7,245-7,245-100%$681.9K———
Independent Advisor Alliance
N/A—7,172-7,172-100%$675.0K———
Arvest Bank Trust Division
N/A—7,058-7,058-100%$664.3K———
Xcelsior Advisor Partners LLC
N/A—7,009-7,009-100%$659.7K———
Brown Brothers Harriman & Co
N/A—7,007-7,007-100%$659.5K———
MAI Capital Management
N/A—6,902-6,902-100%$649.7K———
Stoneridge Investment Partners LLC
N/A—6,739-6,739-100%$637.0K———
Algert Global LLC
N/A—6,490-6,490-100%$610.8K———
D. E. Shaw & Co., Inc.
N/A—6,403-6,403-100%$602.7K———
Choate Investment Advisors
N/A—6,371-6,371-100%$599.6K———
Syon Capital LLC
N/A—6,176-6,176-100%$581.3K———
Walleye Capital LLC
N/A—6,100-6,100-100%$574.1K———
Mufg Securities Emea plc
N/A—6,065-6,065-100%$570.8K———
Steward Partners Investment Advisory, LLC
N/A—5,837-5,837-100%$549.4K———
Mutual Advisors, LLC
N/A—5,833-5,833-100%$549.0K———
Private Advisor Group, LLC
N/A—5,657-5,657-100%$532.4K———
Empirical Finance, LLC
N/A—5,534-5,534-100%$520.9K———
Aptus Capital Advisors, LLC
N/A—5,412-5,412-100%$509.4K———
CI Investments Inc.
N/A—5,400-5,400-100%$508.2K———
United Capital Financial Advisors, LLC
N/A—5,266-5,266-100%$495.6K———
Keystone Financial Group
N/A—5,240-5,240-100%$493.2K———
Stratos Wealth Partners, Ltd.
N/A—5,144-5,144-100%$484.2K———
Northwestern Mutual Investment Management Company, LLC
N/A—4,985-4,985-100%$469.2K———
Caxton Associates LLP
N/A—4,900-4,900-100%$461.2K———
Bank of Nova Scotia
N/A—4,747-4,747-100%$446.8K———
Jain Global LLC
N/A—4,708-4,708-100%$443.1K———
Mufg Securities Americas Inc.
N/A—4,682-4,682-100%$440.7K———
Pallas Capital Advisors LLC
N/A—4,634-4,634-100%$436.2K———
Anchor Bay Capital, Inc.
N/A—4,632-4,632-100%$475.4K———
Caprock Group, LLC
N/A—4,387-4,387-100%$412.9K———
Lazard Asset Management LLC
N/A—4,364-4,364-100%$410.7K———
O'shaughnessy Asset Management, LLC
N/A—4,359-4,359-100%$410.3K———
Balyasny Asset Management L.P.
N/A—4,295-4,295-100%$404.2K———
Hilltop Holdings Inc.
N/A—4,264-4,264-100%$401.3K———
Neo Ivy Capital Management
N/A—4,221-4,221-100%$397.3K———
SummitTX Capital, L.P.
N/A—4,143-4,143-100%$389.9K———
Bridgewater Associates, LP
N/A—4,111-4,111-100%$386.9K———
Red Door Wealth Management, LLC
N/A—3,955-3,955-100%$372.2K———
Gateway Wealth Partners, LLC
N/A—3,951-3,951-100%$371.9K———
Johnson Investment Counsel Inc
N/A—3,841-3,841-100%$361.5K———
Waverly Advisors, LLC
N/A—3,830-3,830-100%$360.5K———
Evolve Private Wealth, LLC
N/A—3,669-3,669-100%$345.3K———
Wealthspire Advisors, LLC
N/A—3,669-3,669-100%$345.3K———
Moneta Group Investment Advisors LLC
N/A—3,581-3,581-100%$337.0K———
Bradley Foster & Sargent Inc
N/A—3,536-3,536-100%$332.8K———
iSAM Funds (UK) Ltd
N/A—3,500-3,500-100%$329.4K———
Marex Group Ltd
N/A—3,447-3,447-100%$324.4K———
Equitable Holdings, Inc.
N/A—3,417-3,417-100%$321.6K———
Mendel Capital Management LLC
N/A—3,364-3,364-100%$316.6K———
Curi Capital, LLC
N/A—3,347-3,347-100%$315.0K———
Blueshift Asset Management, LLC
N/A—3,287-3,287-100%$309.4K———
Savvy Advisors, Inc.
N/A—3,257-3,257-100%$306.5K———
Affinity Investment Advisors, LLC
N/A—3,211-3,211-100%$302.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,045-3,045-100%$286.6K———
AE Wealth Management LLC
N/A—3,024-3,024-100%$284.6K———
World Investment Advisors
N/A—3,018-3,018-100%$220.3K———
Gallagher Fiduciary Advisors, LLC
N/A—3,001-3,001-100%$282.4K———
Summit Financial, LLC
N/A—2,904-2,904-100%$273.3K———
Pinnacle Financial Partners, Inc.
N/A—2,857-2,857-100%$268.9K———
Metis Global Partners, LLC
N/A—2,841-2,841-100%$267.4K———
Allstate Corp
N/A—2,826-2,826-100%$266.0K———
Safe Harbor Fiduciary, LLC
N/A—2,772-2,772-100%$260.9K———
Fiduciary Trust Co
N/A—2,752-2,752-100%$259.0K———
Tiaa Wealth Investment Management LLC
N/A—2,748-2,748-100%$258.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,716-2,716-100%$255.6K———
Horizon Investments, LLC
N/A—2,692-2,692-100%$253.4K———
Cannell & Spears LLC
N/A—2,650-2,650-100%$249.4K———
Transcend Capital Advisors, LLC
N/A—2,629-2,629-100%$247.4K———
Quadrature Capital Ltd
N/A—2,547-2,547-100%$239.7K———
Faithward Advisors, LLC
N/A—2,394-2,394-100%$225.3K———
Prosperity Consulting Group, LLC
N/A—2,337-2,337-100%$220.0K———
Tower Research Capital LLC (TRC)
N/A—2,304-2,304-100%$216.9K———
Silver Coast Investments LLC
N/A—2,288-2,288-100%$215.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,198-2,198-100%$206.9K———
MJP Associates Inc
N/A—2,189-2,189-100%$206.1K———
Blue Chip Partners, LLC
N/A—2,152-2,152-100%$202.6K———
Magnetar Financial LLC
N/A—2,127-2,127-100%$200.2K———
BFC Planning, Inc.
N/A—1,963-1,963-100%$184.7K———
ST Germain D J Co Inc
N/A—1,872-1,872-100%$176.2K———
Optiver Holding B.V.
N/A—1,544-1,544-100%$145.3K———
Siemens Fonds Invest GmbH
N/A—1,524-1,524-100%$143.4K———
ESL Trust Services, LLC
N/A—1,300-1,300-100%$122.4K———
Atlantic Union Bankshares Corp
N/A—1,257-1,257-100%$118.4K———
Rialto Wealth Management, LLC
N/A—1,057-1,057-100%$99.5K———
Financial Gravity Companies, Inc.
N/A—944-944-100%$88.8K———
Swisher Financial Concepts, Inc.
N/A—903-903-100%$85.0K———
Penserra Capital Management LLC
N/A—891-891-100%$83———
Medallion Wealth Advisors, LLC
N/A—824-824-100%$77.6K———
Macquarie Group LTD
N/A—799-799-100%$75.2K———
Minot DeBlois Advisors LLC
N/A—750-750-100%$70.6K———
Webster Bank, N. A.
N/A—726-726-100%$68.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—705-705-100%$66.3K———
Quarry LP
N/A—556-556-100%$52.3K———
Transamerica Financial Advisors, LLC
N/A—547-547-100%$51.5K———
Beaird Harris Wealth Management, LLC
N/A—508-508-100%$47.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—500-500-100%$47.1K———
Millstone Evans Group, LLC
N/A—500-500-100%$47.1K———
Capital Analysts, LLC
N/A—464-464-100%$44.0K———
Fiduciary Financial Advisors
N/A—459-459-100%$43.0K———
Crews Bank & Trust
N/A—454-454-100%$42.7K———
Aster Capital Management (Difc) Ltd
N/A—437-437-100%$41.1K———
Cyber Hornet ETFs LLC
N/A—424-424-100%$39.9K———
Continuum Advisory, LLC
N/A—379-379-100%$35.7K———
GW&K Investment Management, LLC
N/A—371-371-100%$35.0K———
TD Capital Management LLC
N/A—365-365-100%$34.3K———
Vanguard National Trust Co
N/A—344-344-100%$32.4K———
Whittier Trust Co
N/A—297-297-100%$27.5K———
CVA Family Office, LLC
N/A—160-160-100%$15.1K———
Basecamp Wealth Advisors LLC
N/A—151-151-100%$14.2K———
Meeder Asset Management Inc
N/A—141-141-100%$13.3K———
Sachetta, LLC
N/A—130-130-100%$12.2K———
Keating Financial Advisory Services, Inc.
N/A—112-112-100%$10.5K———
Purpose Unlimited Inc.
N/A—110-110-100%$10.5K———
1248 Management, LLC
N/A—92-92-100%$8.7K———
Basepoint Wealth LLC
N/A—91-91-100%$8.6K———
Mcguire Capital Advisors Inc
N/A—61-61-100%$5.7K———
Wiser Advisor Group LLC
N/A—61-61-100%$5.8K———
SHP Wealth Management
N/A—51-51-100%$4.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—48-48-100%$4.5K———
Westfuller Advisors, LLC
N/A—46-46-100%$4.3K———
Kilter Group LLC
N/A—40-40-100%$3.8K———
Colonial Trust Advisors
N/A—35-35-100%$3.3K———
Raffa Wealth Management, LLC
N/A—33-33-100%$3.1K———
HFM Investment Advisors, LLC
N/A—22-22-100%$2.1K———
HHM Wealth Advisors, LLC
N/A—22-22-100%$2.1K———
Ogorek Anthony Joseph
N/A—21-21-100%$1———
MidFirst Bank
N/A—20-20-100%$1.9K———
Crewe Advisors LLC
N/A—20-20-100%$1.9K———
Ancora Advisors LLCA
N/A—20-20-100%$1.9K———
FWL Investment Management, LLC
N/A—19-19-100%$1.8K———
Cornerstone Financial Management LLC
N/A—17-17-100%$1.6K———
Proffitt & Goodson Inc
N/A—17-17-100%$1.6K———
Bruce G. Allen Investments, LLC
N/A—14-14-100%$1.3K———
LRI Investments, LLC
N/A—11-11-100%$1.0K———
1015 Capital Partners, LLC
N/A—10-10-100%$941———
Boreal Capital Management LLC
N/A—10-10-100%$941———
Caitlin John, LLC
N/A—8-8-100%$744———
Prestige Wealth Management Group LLC
N/A—6-6-100%$565———
Dunhill Financial, LLC
N/A—6-6-100%$653———
Wellington-Altus USA Inc.
N/A—5-5-100%$355———
Whittier Trust Co of Nevada Inc
N/A—3-3-100%$268———
Colonial Trust Co / SC
N/A—3-3-100%$282———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1-1-100%$90———
Truvestments Capital LLC
N/A—1-1-100%$48———
Showing 844 of 844 institutions