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Starwood Property Trust Inc (STWD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,109,180 from 2,350,328
Change-241,148 (-10%)
Value$28.5M (-$10.0M)
Filed 2026-11-05
Leeward Investments, LLC - MA
DECREASED
Shares1,125,541 from 1,238,588
Change-113,047 (-9%)
Value$15.2M (-$5.1M)
Filed 2026-10-23
CapWealth Advisors, LLC
DECREASED
Shares961,645 from 976,892
Change-15,247 (-2%)
Value$13.0M (-$3.0M)
Filed 2026-10-05
Principal Financial Group Inc
INCREASED
Shares799,456 from 791,268
Change+8,188 (+1%)
Value$10.8M (-$2.2M)
Filed 2026-11-02
SkyOak Wealth, LLC
INCREASED
Shares637,830 from 344,871
Change+292,959 (+85%)
Value$8.6M (+$3.0M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares591,537 from 108,870
Change+482,667 (+443%)
Value$7.4M (+$5.6M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
INCREASED
Shares575,554 from 543,383
Change+32,171 (+6%)
Value$7.8M (-$1.1M)
Filed 2026-11-05
Oak Thistle LLC
INCREASED
Shares383,395 from 249,634
Change+133,761 (+54%)
Value$5.2M (+$1.1M)
Filed 2026-10-21
Retirement Systems of Alabama
DECREASED
Shares358,900 from 360,454
Change-1,554 (0%)
Value$4.8M (-$1.1M)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares327,772 from 326,158
Change+1,614 (+0%)
Value$4.4M (-$917.5K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares322,592 from 275,305
Change+47,287 (+17%)
Value$4.4M (-$154.5K)
Filed 2026-10-16
OmniStar Financial Group, Inc.
INCREASED
Shares311,081 from 190,456
Change+120,625 (+63%)
Value$4.2M (+$1.1M)
Filed 2026-10-26
Adams Asset Advisors, LLC
INCREASED
Shares299,901 from 202,449
Change+97,452 (+48%)
Value$4.0M (+$732.5K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares284,544 from 254,615
Change+29,929 (+12%)
Value$3.8M (-$329.2K)
Filed 2026-11-02
Premier Fund Managers Ltd
UNCHANGED
Shares230,000 from 230,000
Change0 (0%)
Value$3.3K (-$596)
Filed 2026-11-02
GFS Advisors, LLC
INCREASED
Shares214,770 from 205,080
Change+9,690 (+5%)
Value$2.9M (+$2.9M)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED
Shares203,893 from 229,987
Change-26,094 (-11%)
Value$2.8M (-$1.0M)
Filed 2026-11-03
Lake Street Private Wealth, LLC
INCREASED
Shares196,150 from 147,175
Change+48,975 (+33%)
Value$2.6M (+$237.3K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares195,882 from 192,408
Change+3,474 (+2%)
Value$2.6M (-$507.2K)
Filed 2026-11-03
KBC Group NV
INCREASED
Shares185,005 from 166,485
Change+18,520 (+11%)
Value$2.5K (-$2.7M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares184,749 from 166,516
Change+18,233 (+11%)
Value$2.5M (-$315.8K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares179,305 from 176,974
Change+2,331 (+1%)
Value$2.4M (-$478.2K)
Filed 2026-11-03
GraniteShares Advisors LLC
INCREASED
Shares169,466 from 150,012
Change+19,454 (+13%)
Value$2.3M (-$169.4K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares167,881 from 146,168
Change+21,713 (+15%)
Value$2.3M (-$127.8K)
Filed 2026-11-02
Carmel Capital Partners, LLC
DECREASED
Shares161,397 from 165,237
Change-3,840 (-2%)
Value$2.2M (-$527.7K)
Filed 2026-11-03
Focused Wealth Management, Inc
INCREASED
Shares160,962 from 152,624
Change+8,338 (+5%)
Value$2.2M (-$327.0K)
Filed 2026-10-30
Kestra Investment Management, LLC
INCREASED
Shares156,651 from 142,728
Change+13,923 (+10%)
Value$2.1M (-$223.1K)
Filed 2026-11-04
Amalgamated Bank
INCREASED
Shares155,376 from 154,298
Change+1,078 (+1%)
Value$2.1K (-$2.5M)
Filed 2026-10-23
Grange Capital, LLC
DECREASED
Shares153,713 from 189,945
Change-36,232 (-19%)
Value$2.1M (-$1.0M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares146,247 from 155,817
Change-9,570 (-6%)
Value$2.0K (-$2.6M)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
INCREASED
Shares140,134 from 121,168
Change+18,966 (+16%)
Value$1.9M (-$92.9K)
Filed 2026-10-14
Corrado Advisors, LLC
INCREASED
Shares133,546 from 114,861
Change+18,685 (+16%)
Value$1.8M (-$78.6K)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares126,823 from 129,384
Change-2,561 (-2%)
Value$1.7M (-$407.2K)
Filed 2026-10-23
Parallel Advisors, LLC
DECREASED
Shares125,963 from 126,621
Change-658 (-1%)
Value$1.7M (-$373.6K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares120,573 from 135,550
Change-14,977 (-11%)
Value$1.6M (-$592.6K)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares118,577 from 120,500
Change-1,923 (-2%)
Value$1.6K (-$2.0M)
Filed 2026-10-22
Aljian Capital Management, LLC
UNCHANGED
Shares112,633 from 112,633
Change0 (0%)
Value$1.5M (-$324.4K)
Filed 2026-10-28
Collar Capital Management, LLC
INCREASED
Shares110,042 from 102,867
Change+7,175 (+7%)
Value$1.5M (-$199.4K)
Filed 2026-10-28
Adell Harriman & Carpenter Inc
DECREASED
Shares109,157 from 162,957
Change-53,800 (-33%)
Value$1.5M (-$1.2M)
Filed 2026-11-02
Yousif Capital Management, LLC
DECREASED
Shares106,163 from 110,750
Change-4,587 (-4%)
Value$1.4M (-$380.9K)
Filed 2026-10-22
Louisiana State Employees Retirement System
INCREASED
Shares103,400 from 102,000
Change+1,400 (+1%)
Value$1.4M (-$274.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares100,309 from 95,758
Change+4,551 (+5%)
Value$1.3M (-$322.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares100,309 from 95,758
Change+4,551 (+5%)
Value$1.3M (-$322.8K)
Filed 2026-10-20
Arizona State Retirement System
INCREASED
Shares99,230 from 97,167
Change+2,063 (+2%)
Value$1.3M (-$252.0K)
Filed 2026-11-03
Aviance Capital Partners, LLC
INCREASED
Shares93,032 from 79,182
Change+13,850 (+17%)
Value$1.3M (-$41.1K)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares83,056 from 83,433
Change-377 (0%)
Value$1.1M (-$245.4K)
Filed 2026-11-03
State of Michigan Retirement System
INCREASED
Shares81,600 from 81,500
Change+100 (+0%)
Value$1.1M (-$233.4K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares81,523 from 83,728
Change-2,205 (-3%)
Value$1.1K (-$1.4M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares80,553 from 70,915
Change+9,638 (+14%)
Value$1.1M (-$74.1K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares80,341 from 59,212
Change+21,129 (+36%)
Value$1.1M (+$92.0K)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares74,001 from 53,310
Change+20,691 (+39%)
Value$999.0K (+$125.8K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares72,671 from 49,162
Change+23,509 (+48%)
Value$981.1K (+$175.8K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
UNCHANGED
Shares72,074 from 72,074
Change0 (0%)
Value$973.0K (-$207.6K)
Filed 2026-10-30
New Mexico Educational Retirement Board
UNCHANGED
Shares71,800 from 71,800
Change0 (0%)
Value$969 (-$1.2M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares70,198 from 49,649
Change+20,549 (+41%)
Value$947.7K (+$134.4K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares68,354 from 73,381
Change-5,027 (-7%)
Value$865.4K (-$354.2K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares63,481 from 52,730
Change+10,751 (+20%)
Value$857 (-$863.1K)
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares62,863 from 65,903
Change-3,040 (-5%)
Value$848.7K (-$230.8K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares60,887 from 59,464
Change+1,423 (+2%)
Value$822.0K (-$152.0K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares59,160 from 58,137
Change+1,023 (+2%)
Value$798.7K (-$153.6K)
Filed 2026-10-28
Pictet Asset Management Holding SA
UNCHANGED
Shares57,251 from 57,251
Change0 (0%)
Value$772.9K (-$164.9K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares57,081 from 113,463
Change-56,382 (-50%)
Value$770.6K (-$1.1M)
Filed 2026-10-08
GoalVest Advisory LLC
INCREASED
Shares55,147 from 54,818
Change+329 (+1%)
Value$744.5K (-$153.4K)
Filed 2026-10-02
Truist Financial Corp
INCREASED
Shares53,621 from 49,396
Change+4,225 (+9%)
Value$723.9K (-$85.2K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares50,265 from 173,564
Change-123,299 (-71%)
Value$678.6K (-$2.2M)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares46,504 from 45,877
Change+627 (+1%)
Value$627.8K (-$123.7K)
Filed 2026-11-04
HB Wealth Management, LLC
DECREASED
Shares44,675 from 46,203
Change-1,528 (-3%)
Value$593.1K (-$163.8K)
Filed 2026-10-23
Miller Global Investments, LLC
INCREASED
Shares44,332 from 30,790
Change+13,542 (+44%)
Value$598.5K (+$94.1K)
Filed 2026-10-02
WealthBridge Capital Management, LLC
DECREASED
Shares43,990 from 45,045
Change-1,055 (-2%)
Value$593.9K (-$144.0K)
Filed 2026-10-16
Woodward Diversified Capital, LLC
UNCHANGED
Shares42,348 from 42,348
Change0 (0%)
Value$571.7K (-$122.0K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares42,134 from 42,784
Change-650 (-2%)
Value$568.8K (-$132.0K)
Filed 2026-10-13
InTrack Investment Management Inc
DECREASED
Shares41,337 from 48,889
Change-7,552 (-15%)
Value$558.1K (-$242.8K)
Filed 2026-10-15
Accel Wealth Management
INCREASED
Shares39,394 from 39,345
Change+49 (+0%)
Value$531.8K (-$112.7K)
Filed 2026-10-13
Vision Financial Markets LLC
UNCHANGED
Shares37,700 from 37,700
Change0 (0%)
Value$508.1K (-$109.3K)
Filed 2026-10-22
Imc-Chicago, LLC
DECREASED
Shares37,261 from 100,057
Change-62,796 (-63%)
Value$503.0K (-$1.1M)
Filed 2026-11-05
Red Spruce Capital, LLC
DECREASED
Shares36,588 from 36,837
Change-249 (-1%)
Value$493.9K (-$109.5K)
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares35,378 from 25,400
Change+9,978 (+39%)
Value$477.6K (+$61.6K)
Filed 2026-10-23
William John Sempolinski
DECREASED
Shares34,177 from 37,677
Change-3,500 (-9%)
Value$461.4K (-$155.8K)
Filed 2026-10-20
State of Alaska, Department of Revenue
DECREASED
Shares32,965 from 34,147
Change-1,182 (-3%)
Value$445 (-$558.6K)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares32,754 from 14,491
Change+18,263 (+126%)
Value$457.9K (+$213.6K)
Filed 2026-10-20
Promethium Advisors,llc
INCREASED
Shares30,846 from 28,772
Change+2,074 (+7%)
Value$431.2K (-$53.9K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares29,825 from 29,908
Change-83 (0%)
Value$417.0K (-$87.2K)
Filed 2026-11-05
MCF Advisors LLC
UNCHANGED
Shares28,842 from 28,842
Change0 (0%)
Value$403.2K (-$69.2K)
Filed 2026-10-28
Svrn Asset Management, LLC
UNCHANGED
Shares28,200 from 28,200
Change0 (0%)
Value$380.7K (-$81.2K)
Filed 2026-11-02
Pinion Investment Advisors, LLC
DECREASED
Shares28,060 from 29,003
Change-943 (-3%)
Value$378.8K (-$96.3K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
DECREASED
Shares28,043 from 28,613
Change-570 (-2%)
Value$378.6K (-$90.1K)
Filed 2026-11-04
Kennicott Capital Management LLC
UNCHANGED
Shares27,240 from 27,240
Change0 (0%)
Value$367.7K (-$78.5K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED
Shares26,425 from 26,425
Change0 (0%)
Value$356.7K (-$76.1K)
Filed 2026-10-14
Wealth Quarterback LLC
INCREASED
Shares25,236 from 23,143
Change+2,093 (+9%)
Value$340.7K (-$38.4K)
Filed 2026-10-20
Simplex Trading, LLC
INCREASED
Shares24,999 from 3,612
Change+21,387 (+592%)
Value$337.5K (+$278.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares24,519 from 48,981
Change-24,462 (-50%)
Value$331.0K (-$471.3K)
Filed 2026-10-26
Swiss Life Asset Management Ltd
UNCHANGED
Shares23,954 from 23,954
Change0 (0%)
Value$323.4K (-$69.0K)
Filed 2026-11-03
Virginia Retirement Systems ET Al
UNCHANGED
Shares23,300 from 23,300
Change0 (0%)
Value$314.6K (-$67.1K)
Filed 2026-10-28
Wedmont Private Capital
NEW
Shares23,178
Change+23,178
Value$295.5K
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares23,128 from 21,975
Change+1,153 (+5%)
Value$282.3K (-$77.8K)
Filed 2026-11-04
Peak Financial Advisors LLC
DECREASED
Shares22,075 from 27,329
Change-5,254 (-19%)
Value$298.0K (-$149.6K)
Filed 2026-10-28
Gables Capital Management Inc.
DECREASED
Shares21,975 from 22,475
Change-500 (-2%)
Value$296.7K (-$71.5K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares21,814 from 26,938
Change-5,124 (-19%)
Value$294.5K (-$146.7K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares20,119
Change+20,119
Value$315.3K
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares19,487 from 22,495
Change-3,008 (-13%)
Value$263.1K (-$105.4K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED
Shares19,248 from 19,248
Change0 (0%)
Value$259.8K (-$55.4K)
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
INCREASED
Shares18,310 from 18,090
Change+220 (+1%)
Value$230.3K (-$66.0K)
Filed 2026-10-29
Leo Wealth, LLC
NEW
Shares18,293
Change+18,293
Value$247.0K
Filed 2026-10-26
Maryland State Retirement & Pension System
UNCHANGED
Shares17,849 from 17,849
Change0 (0%)
Value$241.0K (-$51.4K)
Filed 2026-11-05
Regions Financial Corp
UNCHANGED
Shares17,650 from 17,650
Change0 (0%)
Value$238.3K (-$50.8K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
DECREASED
Shares16,807 from 17,679
Change-872 (-5%)
Value$226.9K (-$62.7K)
Filed 2026-10-19
Novem Group
NEW
Shares16,682
Change+16,682
Value$225.2K
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares16,109 from 93,898
Change-77,789 (-83%)
Value$217.5K (-$1.3M)
Filed 2026-11-03
Chicago Trust Co NA
DECREASED
Shares14,800 from 21,800
Change-7,000 (-32%)
Value$199.8K (-$157.3K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares13,882 from 13,735
Change+147 (+1%)
Value$187.4K (-$37.6K)
Filed 2026-10-22
Westbourne Investment Advisors, Inc.
DECREASED
Shares13,800 from 19,800
Change-6,000 (-30%)
Value$186.3K (-$138.0K)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
NEW
Shares13,759
Change+13,759
Value$188
Filed 2026-10-27
ProShare Advisors LLC
DECREASED
Shares13,223 from 13,748
Change-525 (-4%)
Value$178.5K (-$46.7K)
Filed 2026-10-29
WMG Financial Advisors, LLC
UNCHANGED
Shares13,007 from 13,007
Change0 (0%)
Value$213.1K ($0)
Filed 2026-10-28
Sterling Capital Management LLC
DECREASED
Shares12,749 from 13,154
Change-405 (-3%)
Value$172.1K (-$43.4K)
Filed 2026-10-22
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares12,703 from 12,703
Change0 (0%)
Value$171.5K (-$36.6K)
Filed 2026-10-28
Praxis Investment Management Inc
NEW
Shares12,605
Change+12,605
Value$170
Filed 2026-11-03
J.P. Marvel Investment Advisors, LLC
NEW
Shares12,500
Change+12,500
Value$168.8K
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares12,438 from 9,684
Change+2,754 (+28%)
Value$167.9K (+$9.3K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares11,978 from 12,811
Change-833 (-6%)
Value$161.7K (-$55.6K)
Filed 2026-10-13
Commerce Advisors, LLC
NEW
Shares11,970
Change+11,970
Value$161.6K
Filed 2026-10-19
CIBC Asset Management Inc
UNCHANGED
Shares11,453 from 11,453
Change0 (0%)
Value$154.6K (-$33.0K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
DECREASED
Shares11,364 from 15,956
Change-4,592 (-29%)
Value$153.4K (-$107.9K)
Filed 2026-10-23
Lazari Capital Management, Inc.
UNCHANGED
Shares11,349 from 11,349
Change0 (0%)
Value$153.2K (-$32.7K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares11,214 from 11,569
Change-355 (-3%)
Value$151.4K (-$38.1K)
Filed 2026-10-21
Firethorn Wealth Partners, LLC
DECREASED
Shares10,774 from 11,836
Change-1,062 (-9%)
Value$145.4K (-$48.4K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
DECREASED
Shares10,760 from 11,260
Change-500 (-4%)
Value$145.3K (-$39.2K)
Filed 2026-10-16
Summit Financial Strategies, Inc.
UNCHANGED
Shares10,718 from 10,718
Change0 (0%)
Value$144.7K (-$30.9K)
Filed 2026-10-14
North Dakota State Investment Board
INCREASED
Shares10,706 from 10,364
Change+342 (+3%)
Value$144.5K (-$25.2K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
NEW
Shares10,538
Change+10,538
Value$134.4K
Filed 2026-10-13
Purus Wealth Management, LLC
INCREASED
Shares10,501 from 10,001
Change+500 (+5%)
Value$141.8K (-$22.1K)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares10,395 from 7,785
Change+2,610 (+34%)
Value$140.3K (+$12.8K)
Filed 2026-10-08
Spire Wealth Management
DECREASED
Shares8,500 from 10,500
Change-2,000 (-19%)
Value$114.8K (-$57.2K)
Filed 2026-10-30
Covestor Ltd
INCREASED
Shares8,167 from 3,405
Change+4,762 (+140%)
Value$110 (-$55.9K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares7,790 from 7,887
Change-97 (-1%)
Value$105.2K (-$24.0K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
DECREASED
Shares7,242 from 1,098,554
Change-1,091,312 (-99%)
Value$97.8K (-$17.9M)
Filed 2026-10-09
Versant Capital Management, Inc
INCREASED
Shares7,142 from 1,954
Change+5,188 (+266%)
Value$96.4K (+$64.4K)
Filed 2026-10-02
DT Investment Partners, LLC
NEW
Shares6,700
Change+6,700
Value$90.5K
Filed 2026-10-27
Fulcrum Asset Management LLP
NEW
Shares6,481
Change+6,481
Value$93.1K
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares6,232 from 5,460
Change+772 (+14%)
Value$84.1K (-$5.3K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$75.6K (-$16.1K)
Filed 2026-10-23
Strs Ohio
DECREASED
Shares4,802 from 11,600
Change-6,798 (-59%)
Value$64.8K (-$125.2K)
Filed 2026-10-30
Spirit of America Management Corp
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$60.8K (-$13.0K)
Filed 2026-10-14
Chilton Capital Management LLC
UNCHANGED
Shares3,859 from 3,859
Change0 (0%)
Value$52.1K (-$11.1K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$47.3K (-$10.1K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares3,497 from 3,794
Change-297 (-8%)
Value$47.2K (-$14.9K)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares3,410 from 3,410
Change0 (0%)
Value$46.0K (-$9.8K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares3,367 from 3,566
Change-199 (-6%)
Value$45.5K (-$13.0K)
Filed 2026-11-04
Parkside Financial Bank & Trust
INCREASED
Shares2,348 from 1,499
Change+849 (+57%)
Value$31.7K (+$7.2K)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$27.0K (-$5.8K)
Filed 2026-10-30
CX Institutional
NEW
Shares1,650
Change+1,650
Value$22
Filed 2026-10-02
Essential Investment Partners LLC
NEW
Shares1,532
Change+1,532
Value$20.7K
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares1,362 from 1,251
Change+111 (+9%)
Value$18.4K (-$2.1K)
Filed 2026-10-28
Alpine Bank Wealth Management
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$17.8K (-$3.8K)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$17.6K (-$3.8K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,206 from 1,172
Change+34 (+3%)
Value$16.3K (-$2.9K)
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$16.2K (-$3.5K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$13.9K (-$3.3K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,044 from 1,046
Change-2 (0%)
Value$14.1K (-$3.0K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares1,016 from 69
Change+947 (+1372%)
Value$13.7K (+$12.6K)
Filed 2026-10-21
Hurley Capital, LLC
INCREASED
Shares1,003 from 975
Change+28 (+3%)
Value$13.5K (-$2.4K)
Filed 2026-11-05
Carnegie Lake Advisors LLC
DECREASED
Shares952 from 63,619
Change-62,667 (-98%)
Value$840.0K (-$202.1K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$12.7K (-$2.7K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares918
Change+918
Value$12.4K
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares828 from 808
Change+20 (+2%)
Value$11.2K (-$2.1K)
Filed 2026-11-02
Center for Financial Planning, Inc.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$10.9K (-$2.3K)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$10.8K (-$2.3K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
INCREASED
Shares793 from 290
Change+503 (+173%)
Value$10.7K (+$6.0K)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares780
Change+780
Value$10.5K
Filed 2026-11-05
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$10.3K (-$2.2K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares753 from 1,471
Change-718 (-49%)
Value$10.2K (-$13.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares724 from 708
Change+16 (+2%)
Value$9.8K (-$1.8K)
Filed 2026-10-08
Elevation Wealth Partners, LLC
INCREASED
Shares607 from 510
Change+97 (+19%)
Value$8.2K (-$159)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares605 from 594
Change+11 (+2%)
Value$8.2K (-$1.6K)
Filed 2026-10-27
Essential Partners LLC
NEW
Shares544
Change+544
Value$7.3K
Filed 2026-10-14
Proathlete Wealth Management LLC
NEW
Shares542
Change+542
Value$7.3K
Filed 2026-10-15
City State Bank
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$7.2K (-$1.5K)
Filed 2026-10-20
Nemes Rush Group LLC
INCREASED
Shares521 from 506
Change+15 (+3%)
Value$7.0K (-$1.3K)
Filed 2026-11-04
IFS Advisors, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$6.5K (-$1.4K)
Filed 2026-10-14
SJS Investment Consulting Inc.
DECREASED
Shares412 from 895
Change-483 (-54%)
Value$5.6K (-$9.1K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$5 (-$2)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
NEW
Shares387
Change+387
Value$5.2K
Filed 2026-10-07
Barrett & Company, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$5.1K (-$1.1K)
Filed 2026-10-22
First Command Advisory Services, Inc.
INCREASED
Shares373 from 135
Change+238 (+176%)
Value$5.2K (+$2.9K)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$4.9K (-$1.0K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$4.3K (-$927)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares317 from 258
Change+59 (+23%)
Value$4.3K (+$54)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$3.8K (-$816)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
DECREASED
Shares263 from 297
Change-34 (-11%)
Value$3.6K (-$1.3K)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$3.4K (-$720)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares242 from 230
Change+12 (+5%)
Value$3.3K (-$500)
Filed 2026-11-05
True Wealth Design, LLC
DECREASED
Shares215 from 333
Change-118 (-35%)
Value$2.9K (-$2.6K)
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares208
Change+208
Value$2.8K
Filed 2026-10-19
Retirement Wealth Solutions LLC
DECREASED
Shares201 from 203
Change-2 (-1%)
Value$2.7K (-$611)
Filed 2026-10-07
Wilkerson Advisory Group LLC
NEW
Shares200
Change+200
Value$2.7K
Filed 2026-10-20
Country Trust Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.7K (-$576)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.7K (-$576)
Filed 2026-10-15
Grove Bank & Trust
NEW
Shares194
Change+194
Value$2.6K
Filed 2026-10-08
Ares Financial Consulting, LLC
DECREASED
Shares164 from 230
Change-66 (-29%)
Value$2.2K (-$1.6K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
NEW
Shares147
Change+147
Value$2.0K
Filed 2026-11-03
Marquette Asset Management, LLC
NEW
Shares142
Change+142
Value$1.9K
Filed 2026-10-09
Kingdom Financial Group Llc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$1.7K (-$369)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.4K (-$288)
Filed 2026-10-20
Cromwell Holdings LLC
INCREASED
Shares99 from 98
Change+1 (+1%)
Value$1.4K (-$268)
Filed 2026-10-28
WPG Advisers, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$1.0K (-$216)
Filed 2026-10-27
NBT Bank, N.A.
INCREASED
Shares74 from 72
Change+2 (+3%)
Value$1.0K (-$180)
Filed 2026-10-21
Bell Investment Advisors, Inc
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$959 (-$204)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
DECREASED
Shares66 from 188
Change-122 (-65%)
Value$891 (-$2.2K)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares63 from 61
Change+2 (+3%)
Value$846 (-$152)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares60
Change+60
Value$810
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares46
Change+46
Value$628
Filed 2026-11-03
Breakwater Investment Management
NEW
Shares35
Change+35
Value$473
Filed 2026-10-20
Leonteq Securities AG
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$418 (-$90)
Filed 2026-10-29
American Capital Advisory, LLC
NEW
Shares27
Change+27
Value$365
Filed 2026-10-28
James T. Borello RIA
DECREASED
Shares12 from 102
Change-90 (-88%)
Value$162 (-$1.5K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
NEW
Shares4
Change+4
Value$54
Filed 2026-10-09
MV Capital Management, Inc.
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$41 (+$24)
Filed 2026-10-29
Portman Square Capital LLP
CLOSED
Shares0 from 81,810
Change-81,810 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
Highland Capital Management, LLC
CLOSED
Shares0 from 73,350
Change-73,350 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Register Financial Advisors LLC
CLOSED
Shares0 from 61,509
Change-61,509 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-23
New York Life Investment Management LLC
CLOSED
Shares0 from 44,685
Change-44,685 (-100%)
Value$0 (-$731.9K)
Filed 2026-11-04
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 44,548
Change-44,548 (-100%)
Value$0 (-$729.7K)
Filed 2026-10-28
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 30,044
Change-30,044 (-100%)
Value$0 (-$492.1K)
Filed 2026-10-26
Evergreen Capital Management LLC
CLOSED
Shares0 from 28,472
Change-28,472 (-100%)
Value$0 (-$466.4K)
Filed 2026-10-23
Inspire Investing, LLC
CLOSED
Shares0 from 20,471
Change-20,471 (-100%)
Value$0 (-$335.3K)
Filed 2026-10-22
Davenport & Co LLC
CLOSED
Shares0 from 19,300
Change-19,300 (-100%)
Value$0 (-$316.1K)
Filed 2026-10-14
Kingstone Capital Partners Texas, LLC
CLOSED
Shares0 from 18,075
Change-18,075 (-100%)
Value$0 (-$296.1K)
Filed 2026-11-03
Jeppson Wealth Management, LLC
CLOSED
Shares0 from 16,944
Change-16,944 (-100%)
Value$0 (-$277.5K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 16,431
Change-16,431 (-100%)
Value$0 (-$269.1K)
Filed 2026-10-21
Formidable Asset Management, LLC
CLOSED
Shares0 from 11,989
Change-11,989 (-100%)
Value$0 (-$206.4K)
Filed 2026-11-03
Abel Hall, LLC
CLOSED
Shares0 from 11,985
Change-11,985 (-100%)
Value$0 (-$196.3K)
Filed 2026-10-19
Corps Capital Advisors, LLC
CLOSED
Shares0 from 10,507
Change-10,507 (-100%)
Value$0 (-$172.1K)
Filed 2026-11-05
Argyle Capital Partners, LLC
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$172.0K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
CLOSED
Shares0 from 10,481
Change-10,481 (-100%)
Value$0 (-$171.7K)
Filed 2026-10-15
Left Brain Wealth Management, LLC
CLOSED
Shares0 from 10,450
Change-10,450 (-100%)
Value$0 (-$171.2K)
Filed 2026-10-28
Wedbush Securities Inc
CLOSED
Shares0 from 10,329
Change-10,329 (-100%)
Value$0 (-$169.0K)
Filed 2026-10-22
Cascade Investment Group, Inc.
CLOSED
Shares0 from 10,133
Change-10,133 (-100%)
Value$0 (-$166.0K)
Filed 2026-10-13
Bayforest Capital Ltd
CLOSED
Shares0 from 7,832
Change-7,832 (-100%)
Value$0 (-$128.3K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,517
Change-2,517 (-100%)
Value$0 (-$42.4K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 2,402
Change-2,402 (-100%)
Value$0 (-$39.4K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,384
Change-2,384 (-100%)
Value$0 (-$39.1K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,051
Change-2,051 (-100%)
Value$0 (-$33.6K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$29.5K)
Filed 2026-10-05
Western Pacific Wealth Management, LP
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-16
Cornerstone Planning Group LLC
CLOSED
Shares0 from 734
Change-734 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-16
High Note Wealth, LLC
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-27
Activest Wealth Management
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$1.0K)
Filed 2026-11-03
Financial Consulate, Inc
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$918)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 ($0)
Filed 2026-10-27
Planning Strategies Inc.
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$295)
Filed 2026-10-02
TFC Financial Management, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$33)
Filed 2026-10-26
Hughes Financial Services, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$33)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 35,980,845
Change-35,980,845 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 15,779,112
Change-15,779,112 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 15,026,029
Change-15,026,029 (-100%)
Value—
State Street Corp
N/A
Shares— from 11,903,686
Change-11,903,686 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,787,711
Change-8,787,711 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 6,699,499
Change-6,699,499 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,977,504
Change-4,977,504 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,516,098
Change-4,516,098 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,280,864
Change-4,280,864 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,046,542
Change-3,046,542 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,931,036
Change-2,931,036 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,707,449
Change-2,707,449 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,648,402
Change-2,648,402 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,337,908
Change-2,337,908 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,217,308
Change-2,217,308 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,211,543
Change-2,211,543 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,829,099
Change-1,829,099 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,742,303
Change-1,742,303 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,598,413
Change-1,598,413 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,512,203
Change-1,512,203 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,396,969
Change-1,396,969 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,389,366
Change-1,389,366 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,271,168
Change-1,271,168 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,192,709
Change-1,192,709 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,023,108
Change-1,023,108 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,007,320
Change-1,007,320 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 918,372
Change-918,372 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 917,256
Change-917,256 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 897,465
Change-897,465 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 826,096
Change-826,096 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 706,565
Change-706,565 (-100%)
Value—
Blair William & Co
N/A
Shares— from 677,305
Change-677,305 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 637,642
Change-637,642 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 625,245
Change-625,245 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 619,689
Change-619,689 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 616,586
Change-616,586 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 577,201
Change-577,201 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 574,684
Change-574,684 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 523,775
Change-523,775 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 453,379
Change-453,379 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 448,903
Change-448,903 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 425,000
Change-425,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 416,264
Change-416,264 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 410,809
Change-410,809 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 400,582
Change-400,582 (-100%)
Value—
FMR LLC
N/A
Shares— from 387,858
Change-387,858 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 363,130
Change-363,130 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 360,043
Change-360,043 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 344,716
Change-344,716 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 331,784
Change-331,784 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 320,271
Change-320,271 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 310,227
Change-310,227 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 303,357
Change-303,357 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 297,470
Change-297,470 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 291,220
Change-291,220 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 284,468
Change-284,468 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 274,002
Change-274,002 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 258,994
Change-258,994 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 247,211
Change-247,211 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 243,549
Change-243,549 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 237,743
Change-237,743 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 235,444
Change-235,444 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 222,282
Change-222,282 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 220,324
Change-220,324 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 214,813
Change-214,813 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 209,378
Change-209,378 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 208,379
Change-208,379 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 205,427
Change-205,427 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 200,390
Change-200,390 (-100%)
Value—
Blue Owl Capital Holdings LP
N/A
Shares— from 196,355
Change-196,355 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 195,086
Change-195,086 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 193,760
Change-193,760 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 178,662
Change-178,662 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 167,812
Change-167,812 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 165,062
Change-165,062 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 157,748
Change-157,748 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 157,438
Change-157,438 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 157,198
Change-157,198 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 150,599
Change-150,599 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 150,032
Change-150,032 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 149,999
Change-149,999 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 149,678
Change-149,678 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 148,899
Change-148,899 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 148,289
Change-148,289 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 147,022
Change-147,022 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 143,541
Change-143,541 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 137,207
Change-137,207 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 135,669
Change-135,669 (-100%)
Value—
Avenir Corp
N/A
Shares— from 134,478
Change-134,478 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 133,928
Change-133,928 (-100%)
Value—
&partners
N/A
Shares— from 130,389
Change-130,389 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 126,075
Change-126,075 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 125,301
Change-125,301 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 124,865
Change-124,865 (-100%)
Value—
Argosy-Lionbridge Management, LLC
N/A
Shares— from 124,025
Change-124,025 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 124,002
Change-124,002 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 116,650
Change-116,650 (-100%)
Value—
One William Street Capital Management, L.P.
N/A
Shares— from 114,000
Change-114,000 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 112,295
Change-112,295 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 111,598
Change-111,598 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 108,720
Change-108,720 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 108,282
Change-108,282 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 104,197
Change-104,197 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 101,883
Change-101,883 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 98,747
Change-98,747 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 95,376
Change-95,376 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 93,741
Change-93,741 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 90,554
Change-90,554 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 89,432
Change-89,432 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 89,190
Change-89,190 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 88,951
Change-88,951 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 88,605
Change-88,605 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 82,505
Change-82,505 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 80,364
Change-80,364 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 80,069
Change-80,069 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 79,800
Change-79,800 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 79,029
Change-79,029 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 78,394
Change-78,394 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 77,956
Change-77,956 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 76,682
Change-76,682 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 71,912
Change-71,912 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 71,244
Change-71,244 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 71,000
Change-71,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 65,530
Change-65,530 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 64,924
Change-64,924 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 64,759
Change-64,759 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 63,911
Change-63,911 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 62,695
Change-62,695 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 62,324
Change-62,324 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 58,352
Change-58,352 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 55,457
Change-55,457 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 55,331
Change-55,331 (-100%)
Value—
Barclays PLC
N/A
Shares— from 55,179
Change-55,179 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 53,669
Change-53,669 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 53,227
Change-53,227 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,371
Change-52,371 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 51,747
Change-51,747 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 51,675
Change-51,675 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 50,300
Change-50,300 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 50,216
Change-50,216 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 49,611
Change-49,611 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 48,065
Change-48,065 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 47,687
Change-47,687 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 47,621
Change-47,621 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 47,381
Change-47,381 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 46,914
Change-46,914 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 46,767
Change-46,767 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 46,758
Change-46,758 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 46,000
Change-46,000 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 45,035
Change-45,035 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 44,814
Change-44,814 (-100%)
Value—
Boston Partners
N/A
Shares— from 42,950
Change-42,950 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 42,387
Change-42,387 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 41,707
Change-41,707 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,638
Change-41,638 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 39,989
Change-39,989 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 39,857
Change-39,857 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 39,615
Change-39,615 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 39,198
Change-39,198 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 37,295
Change-37,295 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 36,753
Change-36,753 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 35,358
Change-35,358 (-100%)
Value—
Amundi
N/A
Shares— from 34,743
Change-34,743 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 34,591
Change-34,591 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 33,318
Change-33,318 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 32,668
Change-32,668 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 31,304
Change-31,304 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,101
Change-30,101 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 28,545
Change-28,545 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 28,408
Change-28,408 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 28,249
Change-28,249 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 27,502
Change-27,502 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 27,155
Change-27,155 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 26,926
Change-26,926 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 26,873
Change-26,873 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 26,321
Change-26,321 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 25,691
Change-25,691 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,657
Change-25,657 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 25,581
Change-25,581 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25,236
Change-25,236 (-100%)
Value—
Commerce Bank
N/A
Shares— from 25,053
Change-25,053 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 24,715
Change-24,715 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 24,654
Change-24,654 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 24,252
Change-24,252 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 23,306
Change-23,306 (-100%)
Value—
Bank OZK
N/A
Shares— from 23,300
Change-23,300 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,221
Change-23,221 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 23,110
Change-23,110 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 22,123
Change-22,123 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 21,990
Change-21,990 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 21,230
Change-21,230 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 21,186
Change-21,186 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,931
Change-20,931 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 20,004
Change-20,004 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 19,654
Change-19,654 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19,104
Change-19,104 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 18,836
Change-18,836 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 18,629
Change-18,629 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 18,242
Change-18,242 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 18,156
Change-18,156 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 17,994
Change-17,994 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,392
Change-17,392 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 16,796
Change-16,796 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 16,474
Change-16,474 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 16,254
Change-16,254 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 16,213
Change-16,213 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 16,161
Change-16,161 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,939
Change-15,939 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 15,824
Change-15,824 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 15,406
Change-15,406 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,358
Change-15,358 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 14,074
Change-14,074 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,760
Change-13,760 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 13,653
Change-13,653 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,504
Change-13,504 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 13,321
Change-13,321 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 12,779
Change-12,779 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 12,723
Change-12,723 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,459
Change-12,459 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,884
Change-11,884 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 11,455
Change-11,455 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 11,362
Change-11,362 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,453
Change-10,453 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 10,053
Change-10,053 (-100%)
Value—
Quarry LP
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 8,391
Change-8,391 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 940
Change-940 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 639
Change-639 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 410
Change-410 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 100
Change-100 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED2,109,1802,350,328-241,148-10%$38.5M$28.5M-$10.0M2026-11-05
Leeward Investments, LLC - MA
DECREASED1,125,5411,238,588-113,047-9%$20.3M$15.2M-$5.1M2026-10-23
CapWealth Advisors, LLC
DECREASED961,645976,892-15,247-2%$16.0M$13.0M-$3.0M2026-10-05
Principal Financial Group Inc
INCREASED799,456791,268+8,188+1%$13.0M$10.8M-$2.2M2026-11-02
SkyOak Wealth, LLC
INCREASED637,830344,871+292,959+85%$5.6M$8.6M+$3.0M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED591,537108,870+482,667+443%$1.8M$7.4M+$5.6M2026-10-13
State of New Jersey Common Pension Fund D
INCREASED575,554543,383+32,171+6%$8.9M$7.8M-$1.1M2026-11-05
Oak Thistle LLC
INCREASED383,395249,634+133,761+54%$4.1M$5.2M+$1.1M2026-10-21
Retirement Systems of Alabama
DECREASED358,900360,454-1,5540%$5.9M$4.8M-$1.1M2026-11-04
Independent Financial Group, LLC
INCREASED327,772326,158+1,614+0%$5.3M$4.4M-$917.5K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED322,592275,305+47,287+17%$4.5M$4.4M-$154.5K2026-10-16
OmniStar Financial Group, Inc.
INCREASED311,081190,456+120,625+63%$3.1M$4.2M+$1.1M2026-10-26
Adams Asset Advisors, LLC
INCREASED299,901202,449+97,452+48%$3.3M$4.0M+$732.5K2026-10-08
Kestra Advisory Services, LLC
INCREASED284,544254,615+29,929+12%$4.2M$3.8M-$329.2K2026-11-02
Premier Fund Managers Ltd
UNCHANGED230,000230,00000%$3.9K$3.3K-$5962026-11-02
GFS Advisors, LLC
INCREASED214,770205,080+9,690+5%$10.6K$2.9M+$2.9M2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED203,893229,987-26,094-11%$3.8M$2.8M-$1.0M2026-11-03
Lake Street Private Wealth, LLC
INCREASED196,150147,175+48,975+33%$2.4M$2.6M+$237.3K2026-10-22
RFG Advisory, LLC
INCREASED195,882192,408+3,474+2%$3.2M$2.6M-$507.2K2026-11-03
KBC Group NV
INCREASED185,005166,485+18,520+11%$2.7M$2.5K-$2.7M2026-10-22
Lido Advisors, LLC
INCREASED184,749166,516+18,233+11%$2.8M$2.5M-$315.8K2026-11-04
United Advisor Group, LLC
INCREASED179,305176,974+2,331+1%$2.9M$2.4M-$478.2K2026-11-03
GraniteShares Advisors LLC
INCREASED169,466150,012+19,454+13%$2.5M$2.3M-$169.4K2026-10-29
Creative Planning
INCREASED167,881146,168+21,713+15%$2.4M$2.3M-$127.8K2026-11-02
Carmel Capital Partners, LLC
DECREASED161,397165,237-3,840-2%$2.7M$2.2M-$527.7K2026-11-03
Focused Wealth Management, Inc
INCREASED160,962152,624+8,338+5%$2.5M$2.2M-$327.0K2026-10-30
Kestra Investment Management, LLC
INCREASED156,651142,728+13,923+10%$2.3M$2.1M-$223.1K2026-11-04
Amalgamated Bank
INCREASED155,376154,298+1,078+1%$2.5M$2.1K-$2.5M2026-10-23
Grange Capital, LLC
DECREASED153,713189,945-36,232-19%$3.1M$2.1M-$1.0M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED146,247155,817-9,570-6%$2.6M$2.0K-$2.6M2026-11-02
KMG Fiduciary Partners, LLC
INCREASED140,134121,168+18,966+16%$2.0M$1.9M-$92.9K2026-10-14
Corrado Advisors, LLC
INCREASED133,546114,861+18,685+16%$1.9M$1.8M-$78.6K2026-10-27
Mutual of America Capital Management LLC
DECREASED126,823129,384-2,561-2%$2.1M$1.7M-$407.2K2026-10-23
Parallel Advisors, LLC
DECREASED125,963126,621-658-1%$2.1M$1.7M-$373.6K2026-11-03
Commonwealth Equity Services, LLC
DECREASED120,573135,550-14,977-11%$2.2M$1.6M-$592.6K2026-11-02
New York State Teachers Retirement System
DECREASED118,577120,500-1,923-2%$2.0M$1.6K-$2.0M2026-10-22
Aljian Capital Management, LLC
UNCHANGED112,633112,63300%$1.8M$1.5M-$324.4K2026-10-28
Collar Capital Management, LLC
INCREASED110,042102,867+7,175+7%$1.7M$1.5M-$199.4K2026-10-28
Adell Harriman & Carpenter Inc
DECREASED109,157162,957-53,800-33%$2.7M$1.5M-$1.2M2026-11-02
Yousif Capital Management, LLC
DECREASED106,163110,750-4,587-4%$1.8M$1.4M-$380.9K2026-10-22
Louisiana State Employees Retirement System
INCREASED103,400102,000+1,400+1%$1.7M$1.4M-$274.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED100,30995,758+4,551+5%$1.6M$1.3M-$322.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED100,30995,758+4,551+5%$1.6M$1.3M-$322.8K2026-10-20
Arizona State Retirement System
INCREASED99,23097,167+2,063+2%$1.6M$1.3M-$252.0K2026-11-03
Aviance Capital Partners, LLC
INCREASED93,03279,182+13,850+17%$1.3M$1.3M-$41.1K2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED83,05683,433-3770%$1.4M$1.1M-$245.4K2026-11-03
State of Michigan Retirement System
INCREASED81,60081,500+100+0%$1.3M$1.1M-$233.4K2026-10-27
Thrivent Financial for Lutherans
DECREASED81,52383,728-2,205-3%$1.4M$1.1K-$1.4M2026-11-05
Neos Investment Management LLC
INCREASED80,55370,915+9,638+14%$1.2M$1.1M-$74.1K2026-11-04
International Assets Investment Management, LLC
INCREASED80,34159,212+21,129+36%$966.9K$1.1M+$92.0K2026-11-02
Xponance LLC
INCREASED74,00153,310+20,691+39%$873.2K$999.0K+$125.8K2026-11-03
Ethic Inc.
INCREASED72,67149,162+23,509+48%$805.3K$981.1K+$175.8K2026-11-03
Oregon Public Employees Retirement Fund
UNCHANGED72,07472,07400%$1.2M$973.0K-$207.6K2026-10-30
New Mexico Educational Retirement Board
UNCHANGED71,80071,80000%$1.2M$969-$1.2M2026-11-05
US Bancorp \de\
INCREASED70,19849,649+20,549+41%$813.3K$947.7K+$134.4K2026-11-05
Apella Capital, LLC
DECREASED68,35473,381-5,027-7%$1.2M$865.4K-$354.2K2026-10-08
Park Avenue Securities LLC
INCREASED63,48152,730+10,751+20%$864.0K$857-$863.1K2026-10-26
D.A. Davidson & Co.
DECREASED62,86365,903-3,040-5%$1.1M$848.7K-$230.8K2026-10-28
Apollon Wealth Management, LLC
INCREASED60,88759,464+1,423+2%$974.0K$822.0K-$152.0K2026-10-23
MGO One Seven LLC
INCREASED59,16058,137+1,023+2%$952.3K$798.7K-$153.6K2026-10-28
Pictet Asset Management Holding SA
UNCHANGED57,25157,25100%$937.8K$772.9K-$164.9K2026-11-03
Farther Finance Advisors, LLC
DECREASED57,081113,463-56,382-50%$1.9M$770.6K-$1.1M2026-10-08
GoalVest Advisory LLC
INCREASED55,14754,818+329+1%$897.9K$744.5K-$153.4K2026-10-02
Truist Financial Corp
INCREASED53,62149,396+4,225+9%$809.1K$723.9K-$85.2K2026-10-30
Citigroup Inc
DECREASED50,265173,564-123,299-71%$2.8M$678.6K-$2.2M2026-11-04
Daymark Wealth Partners, LLC
INCREASED46,50445,877+627+1%$751.5K$627.8K-$123.7K2026-11-04
HB Wealth Management, LLC
DECREASED44,67546,203-1,528-3%$756.8K$593.1K-$163.8K2026-10-23
Miller Global Investments, LLC
INCREASED44,33230,790+13,542+44%$504.3K$598.5K+$94.1K2026-10-02
WealthBridge Capital Management, LLC
DECREASED43,99045,045-1,055-2%$737.8K$593.9K-$144.0K2026-10-16
Woodward Diversified Capital, LLC
UNCHANGED42,34842,34800%$693.7K$571.7K-$122.0K2026-10-21
E&G Advisors, LLC
DECREASED42,13442,784-650-2%$700.8K$568.8K-$132.0K2026-10-13
InTrack Investment Management Inc
DECREASED41,33748,889-7,552-15%$800.8K$558.1K-$242.8K2026-10-15
Accel Wealth Management
INCREASED39,39439,345+49+0%$644.5K$531.8K-$112.7K2026-10-13
Vision Financial Markets LLC
UNCHANGED37,70037,70000%$617.4K$508.1K-$109.3K2026-10-22
Imc-Chicago, LLC
DECREASED37,261100,057-62,796-63%$1.6M$503.0K-$1.1M2026-11-05
Red Spruce Capital, LLC
DECREASED36,58836,837-249-1%$603.4K$493.9K-$109.5K2026-10-07
Signaturefd, LLC
INCREASED35,37825,400+9,978+39%$416.0K$477.6K+$61.6K2026-10-23
William John Sempolinski
DECREASED34,17737,677-3,500-9%$617.1K$461.4K-$155.8K2026-10-20
State of Alaska, Department of Revenue
DECREASED32,96534,147-1,182-3%$559.0K$445-$558.6K2026-10-15
Nisa Investment Advisors, LLC
INCREASED32,75414,491+18,263+126%$244.3K$457.9K+$213.6K2026-10-20
Promethium Advisors,llc
INCREASED30,84628,772+2,074+7%$485.1K$431.2K-$53.9K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED29,82529,908-830%$504.2K$417.0K-$87.2K2026-11-05
MCF Advisors LLC
UNCHANGED28,84228,84200%$472.4K$403.2K-$69.2K2026-10-28
Svrn Asset Management, LLC
UNCHANGED28,20028,20000%$461.9K$380.7K-$81.2K2026-11-02
Pinion Investment Advisors, LLC
DECREASED28,06029,003-943-3%$475.1K$378.8K-$96.3K2026-11-04
1620 Investment Advisors, Inc.
DECREASED28,04328,613-570-2%$468.7K$378.6K-$90.1K2026-11-04
Kennicott Capital Management LLC
UNCHANGED27,24027,24000%$446.2K$367.7K-$78.5K2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED26,42526,42500%$432.8K$356.7K-$76.1K2026-10-14
Wealth Quarterback LLC
INCREASED25,23623,143+2,093+9%$379.1K$340.7K-$38.4K2026-10-20
Simplex Trading, LLC
INCREASED24,9993,612+21,387+592%$59.2K$337.5K+$278.3K2026-11-04
Oppenheimer & Co Inc
DECREASED24,51948,981-24,462-50%$802.3K$331.0K-$471.3K2026-10-26
Swiss Life Asset Management Ltd
UNCHANGED23,95423,95400%$392.4K$323.4K-$69.0K2026-11-03
Virginia Retirement Systems ET Al
UNCHANGED23,30023,30000%$381.7K$314.6K-$67.1K2026-10-28
Wedmont Private Capital
NEW23,178—+23,178——$295.5K—2026-10-09
Prospera Financial Services Inc
INCREASED23,12821,975+1,153+5%$360.1K$282.3K-$77.8K2026-11-04
Peak Financial Advisors LLC
DECREASED22,07527,329-5,254-19%$447.7K$298.0K-$149.6K2026-10-28
Gables Capital Management Inc.
DECREASED21,97522,475-500-2%$368.1K$296.7K-$71.5K2026-11-04
Focus Financial Network, Inc.
DECREASED21,81426,938-5,124-19%$441.2K$294.5K-$146.7K2026-10-14
StoneX Group Inc.
NEW20,119—+20,119——$315.3K—2026-11-03
Meridian Wealth Management, LLC
DECREASED19,48722,495-3,008-13%$368.5K$263.1K-$105.4K2026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED19,24819,24800%$315.3K$259.8K-$55.4K2026-10-30
MeadowBrook Investment Advisors LLC
INCREASED18,31018,090+220+1%$296.3K$230.3K-$66.0K2026-10-29
Leo Wealth, LLC
NEW18,293—+18,293——$247.0K—2026-10-26
Maryland State Retirement & Pension System
UNCHANGED17,84917,84900%$292.4K$241.0K-$51.4K2026-11-05
Regions Financial Corp
UNCHANGED17,65017,65000%$289.1K$238.3K-$50.8K2026-11-05
Acorn Wealth Advisors, LLC
DECREASED16,80717,679-872-5%$289.6K$226.9K-$62.7K2026-10-19
Novem Group
NEW16,682—+16,682——$225.2K—2026-10-19
HUB Investment Partners, LLC
DECREASED16,10993,898-77,789-83%$1.5M$217.5K-$1.3M2026-11-03
Chicago Trust Co NA
DECREASED14,80021,800-7,000-32%$357.1K$199.8K-$157.3K2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED13,88213,735+147+1%$225.0K$187.4K-$37.6K2026-10-22
Westbourne Investment Advisors, Inc.
DECREASED13,80019,800-6,000-30%$324.3K$186.3K-$138.0K2026-10-20
DekaBank Deutsche Girozentrale
NEW13,759—+13,759——$188—2026-10-27
ProShare Advisors LLC
DECREASED13,22313,748-525-4%$225.2K$178.5K-$46.7K2026-10-29
WMG Financial Advisors, LLC
UNCHANGED13,00713,00700%$213.1K$213.1K$02026-10-28
Sterling Capital Management LLC
DECREASED12,74913,154-405-3%$215.5K$172.1K-$43.4K2026-10-22
Morey & Quinn Wealth Partners, LLC
UNCHANGED12,70312,70300%$208.1K$171.5K-$36.6K2026-10-28
Praxis Investment Management Inc
NEW12,605—+12,605——$170—2026-11-03
J.P. Marvel Investment Advisors, LLC
NEW12,500—+12,500——$168.8K—2026-11-02
Rossby Financial, LCC
INCREASED12,4389,684+2,754+28%$158.6K$167.9K+$9.3K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED11,97812,811-833-6%$217.3K$161.7K-$55.6K2026-10-13
Commerce Advisors, LLC
NEW11,970—+11,970——$161.6K—2026-10-19
CIBC Asset Management Inc
UNCHANGED11,45311,45300%$187.6K$154.6K-$33.0K2026-11-05
Samalin Investment Counsel, LLC
DECREASED11,36415,956-4,592-29%$261.4K$153.4K-$107.9K2026-10-23
Lazari Capital Management, Inc.
UNCHANGED11,34911,34900%$185.9K$153.2K-$32.7K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED11,21411,569-355-3%$189.5K$151.4K-$38.1K2026-10-21
Firethorn Wealth Partners, LLC
DECREASED10,77411,836-1,062-9%$193.9K$145.4K-$48.4K2026-10-14
Peddock Capital Advisors, LLC
DECREASED10,76011,260-500-4%$184.4K$145.3K-$39.2K2026-10-16
Summit Financial Strategies, Inc.
UNCHANGED10,71810,71800%$175.6K$144.7K-$30.9K2026-10-14
North Dakota State Investment Board
INCREASED10,70610,364+342+3%$169.8K$144.5K-$25.2K2026-10-27
NorthCrest Asset Manangement, LLC
NEW10,538—+10,538——$134.4K—2026-10-13
Purus Wealth Management, LLC
INCREASED10,50110,001+500+5%$163.8K$141.8K-$22.1K2026-10-15
Gamma Investing LLC
INCREASED10,3957,785+2,610+34%$127.5K$140.3K+$12.8K2026-10-08
Spire Wealth Management
DECREASED8,50010,500-2,000-19%$172.0K$114.8K-$57.2K2026-10-30
Covestor Ltd
INCREASED8,1673,405+4,762+140%$56.0K$110-$55.9K2026-10-30
IFP Advisors, Inc
DECREASED7,7907,887-97-1%$129.2K$105.2K-$24.0K2026-10-16
Valley Wealth Managers, Inc.
DECREASED7,2421,098,554-1,091,312-99%$18.0M$97.8K-$17.9M2026-10-09
Versant Capital Management, Inc
INCREASED7,1421,954+5,188+266%$32.0K$96.4K+$64.4K2026-10-02
DT Investment Partners, LLC
NEW6,700—+6,700——$90.5K—2026-10-27
Fulcrum Asset Management LLP
NEW6,481—+6,481——$93.1K—2026-11-04
Private Trust Co NA
INCREASED6,2325,460+772+14%$89.4K$84.1K-$5.3K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED5,6005,60000%$91.7K$75.6K-$16.1K2026-10-23
Strs Ohio
DECREASED4,80211,600-6,798-59%$190.0K$64.8K-$125.2K2026-10-30
Spirit of America Management Corp
UNCHANGED4,5004,50000%$73.7K$60.8K-$13.0K2026-10-14
Chilton Capital Management LLC
UNCHANGED3,8593,85900%$63.2K$52.1K-$11.1K2026-10-28
Pension & Wealth Management Advisors, Inc.
UNCHANGED3,5003,50000%$57.3K$47.3K-$10.1K2026-10-16
Lanark Financial, Inc.
DECREASED3,4973,794-297-8%$62.2K$47.2K-$14.9K2026-10-26
North Star Investment Management Corp.
UNCHANGED3,4103,41000%$55.9K$46.0K-$9.8K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED3,3673,566-199-6%$58.4K$45.5K-$13.0K2026-11-04
Parkside Financial Bank & Trust
INCREASED2,3481,499+849+57%$24.5K$31.7K+$7.2K2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED2,0002,00000%$32.8K$27.0K-$5.8K2026-10-30
CX Institutional
NEW1,650—+1,650——$22—2026-10-02
Essential Investment Partners LLC
NEW1,532—+1,532——$20.7K—2026-10-27
TD Private Client Wealth LLC
INCREASED1,3621,251+111+9%$20.5K$18.4K-$2.1K2026-10-28
Alpine Bank Wealth Management
UNCHANGED1,3201,32000%$21.6K$17.8K-$3.8K2026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED1,3061,30600%$21.4K$17.6K-$3.8K2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED1,2061,172+34+3%$19.2K$16.3K-$2.9K2026-10-27
Pacific Center for Financial Services
UNCHANGED1,2001,20000%$19.7K$16.2K-$3.5K2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED1,0561,05600%$17.3K$13.9K-$3.3K2026-10-16
Quest 10 Wealth Builders, Inc.
DECREASED1,0441,046-20%$17.1K$14.1K-$3.0K2026-11-02
Assetmark, Inc
INCREASED1,01669+947+1372%$1.1K$13.7K+$12.6K2026-10-21
Hurley Capital, LLC
INCREASED1,003975+28+3%$16.0K$13.5K-$2.4K2026-11-05
Carnegie Lake Advisors LLC
DECREASED95263,619-62,667-98%$1.0M$840.0K-$202.1K2026-11-03
Trust Co of Toledo NA
UNCHANGED93993900%$15.4K$12.7K-$2.7K2026-10-16
Root Financial Partners, LLC
NEW918—+918——$12.4K—2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED828808+20+2%$13.2K$11.2K-$2.1K2026-11-02
Center for Financial Planning, Inc.
UNCHANGED80580500%$13.2K$10.9K-$2.3K2026-10-26
Triumph Capital Management
UNCHANGED80080000%$13.1K$10.8K-$2.3K2026-10-14
Farmers & Merchants Investments Inc
INCREASED793290+503+173%$4.8K$10.7K+$6.0K2026-10-22
Jacobi Capital Management LLC
NEW780—+780——$10.5K—2026-11-05
Mountain Hill Investment Partners Corp.
UNCHANGED76076000%$12.4K$10.3K-$2.2K2026-10-23
Fifth Third Bancorp
DECREASED7531,471-718-49%$24.1K$10.2K-$13.9K2026-11-05
CoreCap Advisors, LLC
INCREASED724708+16+2%$11.6K$9.8K-$1.8K2026-10-08
Elevation Wealth Partners, LLC
INCREASED607510+97+19%$8.4K$8.2K-$1592026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED605594+11+2%$9.7K$8.2K-$1.6K2026-10-27
Essential Partners LLC
NEW544—+544——$7.3K—2026-10-14
Proathlete Wealth Management LLC
NEW542—+542——$7.3K—2026-10-15
City State Bank
UNCHANGED53053000%$8.7K$7.2K-$1.5K2026-10-20
Nemes Rush Group LLC
INCREASED521506+15+3%$8.3K$7.0K-$1.3K2026-11-04
IFS Advisors, LLC
UNCHANGED48048000%$7.9K$6.5K-$1.4K2026-10-14
SJS Investment Consulting Inc.
DECREASED412895-483-54%$14.7K$5.6K-$9.1K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED40040000%$7$5-$22026-11-04
Wealth Enhancement Trust Services, Inc.
NEW387—+387——$5.2K—2026-10-07
Barrett & Company, Inc.
UNCHANGED37537500%$6.1K$5.1K-$1.1K2026-10-22
First Command Advisory Services, Inc.
INCREASED373135+238+176%$2.3K$5.2K+$2.9K2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED36336300%$5.9K$4.9K-$1.0K2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED32232200%$5.3K$4.3K-$9272026-11-04
Signature Equity Partners, LLC
INCREASED317258+59+23%$4.2K$4.3K+$542026-10-29
Signature Resources Capital Management, LLC
UNCHANGED28328300%$4.6K$3.8K-$8162026-10-16
Silver Grove Financial Group, Inc.
DECREASED263297-34-11%$4.9K$3.6K-$1.3K2026-11-05
Abound Wealth Management
UNCHANGED25025000%$4.1K$3.4K-$7202026-10-26
Larson Financial Group LLC
INCREASED242230+12+5%$3.8K$3.3K-$5002026-11-05
True Wealth Design, LLC
DECREASED215333-118-35%$5.5K$2.9K-$2.6K2026-10-13
UMB Private Wealth Management, LLC
NEW208—+208——$2.8K—2026-10-19
Retirement Wealth Solutions LLC
DECREASED201203-2-1%$3.3K$2.7K-$6112026-10-07
Wilkerson Advisory Group LLC
NEW200—+200——$2.7K—2026-10-20
Country Trust Bank
UNCHANGED20020000%$3.3K$2.7K-$5762026-10-30
Nfsg Corp
UNCHANGED20020000%$3.3K$2.7K-$5762026-10-15
Grove Bank & Trust
NEW194—+194——$2.6K—2026-10-08
Ares Financial Consulting, LLC
DECREASED164230-66-29%$3.8K$2.2K-$1.6K2026-10-19
Ascentis Wealth Management, LLC
NEW147—+147——$2.0K—2026-11-03
Marquette Asset Management, LLC
NEW142—+142——$1.9K—2026-10-09
Kingdom Financial Group Llc.
UNCHANGED12812800%$2.1K$1.7K-$3692026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED10010000%$1.6K$1.4K-$2882026-10-20
Cromwell Holdings LLC
INCREASED9998+1+1%$1.7K$1.4K-$2682026-10-28
WPG Advisers, LLC
UNCHANGED757500%$1.2K$1.0K-$2162026-10-27
NBT Bank, N.A.
INCREASED7472+2+3%$1.2K$1.0K-$1802026-10-21
Bell Investment Advisors, Inc
UNCHANGED717100%$1.2K$959-$2042026-10-29
Brown, Lisle Ings, Inc.
DECREASED66188-122-65%$3.1K$891-$2.2K2026-10-16
Archer Investment Corp
INCREASED6361+2+3%$998$846-$1522026-11-05
Elyxium Wealth, LLC
NEW60—+60——$810—2026-10-27
Ascentis Independent Advisors
NEW46—+46——$628—2026-11-03
Breakwater Investment Management
NEW35—+35——$473—2026-10-20
Leonteq Securities AG
UNCHANGED313100%$508$418-$902026-10-29
American Capital Advisory, LLC
NEW27—+27——$365—2026-10-28
James T. Borello RIA
DECREASED12102-90-88%$1.7K$162-$1.5K2026-10-16
Gilpin Wealth Management, LLC
NEW4—+4——$54—2026-10-09
MV Capital Management, Inc.
INCREASED31+2+200%$17$41+$242026-10-29
Portman Square Capital LLP
CLOSED081,810-81,810-100%$1.3M$0-$1.3M2026-10-15
Highland Capital Management, LLC
CLOSED073,350-73,350-100%$1.2M$0-$1.2M2026-10-26
Register Financial Advisors LLC
CLOSED061,509-61,509-100%$1.0M$0-$1.0M2026-10-23
New York Life Investment Management LLC
CLOSED044,685-44,685-100%$731.9K$0-$731.9K2026-11-04
Exchange Traded Concepts, LLC
CLOSED044,548-44,548-100%$729.7K$0-$729.7K2026-10-28
Crusonia Wealth Advisors LLC
CLOSED030,044-30,044-100%$492.1K$0-$492.1K2026-10-26
Evergreen Capital Management LLC
CLOSED028,472-28,472-100%$466.4K$0-$466.4K2026-10-23
Inspire Investing, LLC
CLOSED020,471-20,471-100%$335.3K$0-$335.3K2026-10-22
Davenport & Co LLC
CLOSED019,300-19,300-100%$316.1K$0-$316.1K2026-10-14
Kingstone Capital Partners Texas, LLC
CLOSED018,075-18,075-100%$296.1K$0-$296.1K2026-11-03
Jeppson Wealth Management, LLC
CLOSED016,944-16,944-100%$277.5K$0-$277.5K2026-10-20
Precedent Wealth Partners, LLC
CLOSED016,431-16,431-100%$269.1K$0-$269.1K2026-10-21
Formidable Asset Management, LLC
CLOSED011,989-11,989-100%$206.4K$0-$206.4K2026-11-03
Abel Hall, LLC
CLOSED011,985-11,985-100%$196.3K$0-$196.3K2026-10-19
Corps Capital Advisors, LLC
CLOSED010,507-10,507-100%$172.1K$0-$172.1K2026-11-05
Argyle Capital Partners, LLC
CLOSED010,500-10,500-100%$172.0K$0-$172.0K2026-10-23
Hoxton Planning & Management, LLC
CLOSED010,481-10,481-100%$171.7K$0-$171.7K2026-10-15
Left Brain Wealth Management, LLC
CLOSED010,450-10,450-100%$171.2K$0-$171.2K2026-10-28
Wedbush Securities Inc
CLOSED010,329-10,329-100%$169.0K$0-$169.0K2026-10-22
Cascade Investment Group, Inc.
CLOSED010,133-10,133-100%$166.0K$0-$166.0K2026-10-13
Bayforest Capital Ltd
CLOSED07,832-7,832-100%$128.3K$0-$128.3K2026-11-03
Salem Investment Counselors Inc
CLOSED02,517-2,517-100%$42.4K$0-$42.4K2026-10-13
Atlatl Advisers LLC
CLOSED02,402-2,402-100%$39.4K$0-$39.4K2026-10-22
AdvisorNet Financial, Inc
CLOSED02,384-2,384-100%$39.1K$0-$39.1K2026-10-15
Bullseye Investment Management, LLC
CLOSED02,051-2,051-100%$33.6K$0-$33.6K2026-10-29
MassMutual Private Wealth & Trust, FSB
CLOSED01,800-1,800-100%$29.5K$0-$29.5K2026-10-05
Western Pacific Wealth Management, LP
CLOSED01,026-1,026-100%$16.8K$0-$16.8K2026-10-16
Cornerstone Planning Group LLC
CLOSED0734-734-100%$12.1K$0-$12.1K2026-10-16
High Note Wealth, LLC
CLOSED0265-265-100%$4.3K$0-$4.3K2026-10-27
Activest Wealth Management
CLOSED0211-211-100%$3.5K$0-$3.5K2026-10-15
Hilton Head Capital Partners, LLC
CLOSED0162-162-100%$2.7K$0-$2.7K2026-10-23
JFS Wealth Advisors, LLC
CLOSED060-60-100%$1.0K$0-$1.0K2026-11-03
Financial Consulate, Inc
CLOSED056-56-100%$918$0-$9182026-10-23
Capital Advisors, Ltd. LLC
CLOSED018-18-100%$0$0$02026-10-27
Planning Strategies Inc.
CLOSED018-18-100%$295$0-$2952026-10-02
TFC Financial Management, Inc.
CLOSED02-2-100%$33$0-$332026-10-26
Hughes Financial Services, LLC
CLOSED02-2-100%$33$0-$332026-10-30
BlackRock, Inc.
N/A—35,980,845-35,980,845-100%$589.4M———
Vanguard Capital Management LLC
N/A—15,779,112-15,779,112-100%$258.5M———
Vanguard Portfolio Management LLC
N/A—15,026,029-15,026,029-100%$246.1M———
State Street Corp
N/A—11,903,686-11,903,686-100%$200.6M———
Morgan Stanley
N/A—8,787,711-8,787,711-100%$143.9M———
Geode Capital Management, LLC
N/A—6,699,499-6,699,499-100%$109.8M———
Ameriprise Financial Inc
N/A—4,977,504-4,977,504-100%$81.6M———
Northern Trust Corp
N/A—4,516,098-4,516,098-100%$74.0M———
Advisors Capital Management, LLC
N/A—4,280,864-4,280,864-100%$70.1M———
HighTower Advisors, LLC
N/A—3,046,542-3,046,542-100%$49.9M———
Raymond James Financial Inc
N/A—2,931,036-2,931,036-100%$48.0M———
Wells Fargo & Company
N/A—2,707,449-2,707,449-100%$44.3M———
Charles Schwab Investment Management Inc
N/A—2,648,402-2,648,402-100%$43.4M———
JPMorgan Chase & Co
N/A—2,337,908-2,337,908-100%$39.9M———
Vanguard Fiduciary Trust Co
N/A—2,217,308-2,217,308-100%$36.3M———
Two Sigma Investments, LP
N/A—2,211,543-2,211,543-100%$36.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,829,099-1,829,099-100%$30.0M———
Norges Bank
N/A—1,742,303-1,742,303-100%$28.5M———
Van Eck Associates Corp
N/A—1,598,413-1,598,413-100%$26.2M———
Goldman Sachs Group Inc
N/A—1,512,203-1,512,203-100%$24.8M———
Invesco Ltd.
N/A—1,396,969-1,396,969-100%$22.9M———
UBS Group AG
N/A—1,389,366-1,389,366-100%$22.8M———
Franklin Resources Inc
N/A—1,271,168-1,271,168-100%$20.8M———
Bank of America Corp
N/A—1,192,709-1,192,709-100%$19.5M———
D. E. Shaw & Co., Inc.
N/A—1,023,108-1,023,108-100%$16.8M———
Rockefeller Capital Management L.P.
N/A—1,007,320-1,007,320-100%$16.5M———
LPL Financial LLC
N/A—918,372-918,372-100%$15.0M———
Rhumbline Advisers
N/A—917,256-917,256-100%$15.0M———
UBS Asset Management Americas LLC
N/A—897,465-897,465-100%$14.7M———
NFC Investments, LLC
N/A—826,096-826,096-100%$13.5M———
Swiss National Bank
N/A—706,565-706,565-100%$11.6M———
Blair William & Co
N/A—677,305-677,305-100%$11.1M———
Nuveen, LLC
N/A—637,642-637,642-100%$10.4M———
Neuberger Berman Group LLC
N/A—625,245-625,245-100%$10.2M———
Focus Partners Wealth
N/A—619,689-619,689-100%$10.2M———
California Public Employees Retirement System
N/A—616,586-616,586-100%$10.1M———
Seneca House Advisors
N/A—577,201-577,201-100%$9.5M———
Renaissance Technologies LLC
N/A—574,684-574,684-100%$9.4M———
Citadel Advisors LLC
N/A—523,775-523,775-100%$8.6M———
Alliancebernstein L.P.
N/A—453,379-453,379-100%$7.8M———
Legal & General Group Plc
N/A—448,903-448,903-100%$7.4M———
Adage Capital Partners GP, L.L.C.
N/A—425,000-425,000-100%$7.0M———
SG Americas Securities, LLC
N/A—416,264-416,264-100%$6.8M———
California State Teachers Retirement System
N/A—410,809-410,809-100%$6.7M———
Susquehanna International Group, LLP
N/A—400,582-400,582-100%$6.6M———
FMR LLC
N/A—387,858-387,858-100%$6.4M———
First Trust Advisors LP
N/A—363,130-363,130-100%$5.9M———
Stifel Financial Corp
N/A—360,043-360,043-100%$5.9M———
QRG Capital Management, Inc.
N/A—344,716-344,716-100%$5.6M———
Holocene Advisors, LP
N/A—331,784-331,784-100%$5.4M———
Vanguard Asset Management, Ltd
N/A—320,271-320,271-100%$5.2M———
State Board of Administration of Florida Retirement System
N/A—310,227-310,227-100%$5.1M———
Price T Rowe Associates Inc
N/A—303,357-303,357-100%$5.0M———
Royal Bank of Canada
N/A—297,470-297,470-100%$4.9M———
Sargent Investment Group, LLC
N/A—291,220-291,220-100%$4.8M———
Centaurus Financial, Inc.
N/A—284,468-284,468-100%$4.7M———
Manufacturers Life Insurance Company, the
N/A—274,002-274,002-100%$4.5M———
Marshall Wace, LLP
N/A—258,994-258,994-100%$4.2M———
Osaic Holdings, Inc.
N/A—247,211-247,211-100%$4.0M———
Canada Life Assurance Co
N/A—243,549-243,549-100%$4.0M———
Balyasny Asset Management L.P.
N/A—237,743-237,743-100%$3.9M———
Pathstone Holdings, LLC
N/A—235,444-235,444-100%$3.9M———
AQR Capital Management LLC
N/A—222,282-222,282-100%$3.6M———
BNP Paribas Financial Markets
N/A—220,324-220,324-100%$3.6M———
Tudor Investment Corp ET AL
N/A—214,813-214,813-100%$3.5M———
Envestnet Asset Management Inc
N/A—209,378-209,378-100%$3.4M———
Truvestments Capital LLC
N/A—208,379-208,379-100%$3.4M———
Mercer Global Advisors Inc
N/A—205,427-205,427-100%$3.4M———
Waterloo Capital, L.P.
N/A—200,390-200,390-100%$3.3M———
Blue Owl Capital Holdings LP
N/A—196,355-196,355-100%$3.2M———
Quantinno Capital Management LP
N/A—195,086-195,086-100%$3.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—193,760-193,760-100%$3.2M———
1832 Asset Management L.P.
N/A—178,662-178,662-100%$2.9M———
MetLife Investment Management, LLC
N/A—167,812-167,812-100%$2.7M———
Squarepoint Ops LLC
N/A—165,062-165,062-100%$2.7M———
Jupiter Topco LLC
N/A—157,748-157,748-100%$2.6M———
Police & Firemen's Retirement System of New Jersey
N/A—157,438-157,438-100%$2.6M———
Twin Lakes Capital Management, LLC
N/A—157,198-157,198-100%$2.6M———
Cetera Investment Advisers
N/A—150,599-150,599-100%$2.5M———
SEI Investments Co
N/A—150,032-150,032-100%$2.5M———
Bleakley Financial Group, LLC
N/A—149,999-149,999-100%$2.5M———
Jones Financial Companies Lllp
N/A—149,678-149,678-100%$2.5M———
Treasurer of the State of North Carolina
N/A—148,899-148,899-100%$2.4M———
PNC Financial Services Group, Inc.
N/A—148,289-148,289-100%$2.4M———
Condor Capital Management
N/A—147,022-147,022-100%$2.4M———
Kovack Advisors, Inc.
N/A—143,541-143,541-100%$2.3M———
New York State Common Retirement Fund
N/A—137,207-137,207-100%$2.2M———
Baird Financial Group, Inc.
N/A—135,669-135,669-100%$2.2M———
Avenir Corp
N/A—134,478-134,478-100%$2.2M———
Vanguard Global Advisers, LLC
N/A—133,928-133,928-100%$2.2M———
&partners
N/A—130,389-130,389-100%$2.1M———
Natixis Advisors, LLC
N/A—126,075-126,075-100%$2.1M———
NewEdge Advisors, LLC
N/A—125,301-125,301-100%$2.1M———
Janney Montgomery Scott LLC
N/A—124,865-124,865-100%$2.0M———
Argosy-Lionbridge Management, LLC
N/A—124,025-124,025-100%$2.0M———
Russell Investments Group, Ltd.
N/A—124,002-124,002-100%$2.0M———
State of Tennessee, Department of Treasury
N/A—116,650-116,650-100%$1.9M———
One William Street Capital Management, L.P.
N/A—114,000-114,000-100%$1.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—112,295-112,295-100%$1.8M———
Snowden Capital Advisors LLC
N/A—111,598-111,598-100%$1.9M———
Teachers Retirement System of the State of Kentucky
N/A—108,720-108,720-100%$1.8M———
Public Employees Retirement System of Ohio
N/A—108,282-108,282-100%$1.8M———
Handelsbanken Fonder AB
N/A—104,197-104,197-100%$1.7K———
Penserra Capital Management LLC
N/A—101,883-101,883-100%$1.7M———
SlateStone Wealth, LLC
N/A—98,747-98,747-100%$1.6M———
Voya Investment Management LLC
N/A—95,376-95,376-100%$1.6M———
NewEdge Wealth, LLC
N/A—93,741-93,741-100%$1.5M———
Qube Research & Technologies Ltd
N/A—90,554-90,554-100%$1.5M———
Vanguard Investments Australia, Ltd.
N/A—89,432-89,432-100%$1.5M———
Aster Capital Management (Difc) Ltd
N/A—89,190-89,190-100%$1.5M———
Edgestream Partners, L.P.
N/A—88,951-88,951-100%$1.5M———
Rothschild Investment LLC
N/A—88,605-88,605-100%$1.5M———
Riverview Capital Advisers, LLC
N/A—82,505-82,505-100%$1.4M———
Benjamin Edwards Inc
N/A—80,364-80,364-100%$1.3M———
Modern Wealth Management, LLC
N/A—80,069-80,069-100%$1.3M———
KLP Kapitalforvaltning AS
N/A—79,800-79,800-100%$1.3M———
Cercano Management LLC
N/A—79,029-79,029-100%$1.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—78,394-78,394-100%$1.3M———
MML Investors Services, LLC
N/A—77,956-77,956-100%$1.3M———
Bramshill Investments, LLC
N/A—76,682-76,682-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—71,912-71,912-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—71,244-71,244-100%$1.2M———
Almitas Capital LLC
N/A—71,000-71,000-100%$1.2M———
Ameritas Investment Partners, Inc.
N/A—65,530-65,530-100%$1.1M———
WCG Wealth Advisors LLC
N/A—64,924-64,924-100%$1.1M———
Boston Family Office LLC
N/A—64,759-64,759-100%$1.1M———
Brown Brothers Harriman & Co
N/A—63,911-63,911-100%$1.0M———
Clearstead Advisors, LLC
N/A—62,695-62,695-100%$1.0M———
PFG Investments, LLC
N/A—62,324-62,324-100%$1.0M———
WJ Financial Advisors LLC
N/A—58,352-58,352-100%$955.8K———
Whittier Trust Co
N/A—55,457-55,457-100%$926.7K———
Victory Capital Management Inc
N/A—55,331-55,331-100%$906.3K———
Barclays PLC
N/A—55,179-55,179-100%$903.8K———
Stratos Wealth Advisors, LLC
N/A—53,669-53,669-100%$879.1K———
Harbour Investments, Inc.
N/A—53,227-53,227-100%$871.9K———
Global Retirement Partners, LLC
N/A—52,371-52,371-100%$857.8K———
Ameritas Advisory Services, LLC
N/A—51,747-51,747-100%$847.6K———
Bank of Montreal
N/A—51,675-51,675-100%$846.4K———
Brevan Howard Capital Management LP
N/A—50,300-50,300-100%$823.9K———
WealthTrust Axiom LLC
N/A—50,216-50,216-100%$822.5K———
Freestone Grove Partners LP
N/A—49,611-49,611-100%$812.6K———
Boothbay Fund Management, LLC
N/A—48,065-48,065-100%$787.3K———
Palogic Value Management, L.P.
N/A—47,687-47,687-100%$781.1K———
Fiduciary Group, LLC
N/A—47,621-47,621-100%$780.0K———
Kingsview Wealth Management, LLC
N/A—47,381-47,381-100%$776.1K———
State of Wisconsin Investment Board
N/A—46,914-46,914-100%$768.5K———
Graham Capital Management, L.P.
N/A—46,767-46,767-100%$766.0K———
Atom Investors LP
N/A—46,758-46,758-100%$765.9K———
MidFirst Bank
N/A—46,000-46,000-100%$753.5K———
Xcelsior Advisor Partners LLC
N/A—45,035-45,035-100%$737.7K———
Cerity Partners LLC
N/A—44,814-44,814-100%$734.1K———
Boston Partners
N/A—42,950-42,950-100%$724.1K———
Winton Group Ltd
N/A—42,387-42,387-100%$694.3K———
Brown Advisory Inc
N/A—41,707-41,707-100%$683.2K———
Steward Partners Investment Advisory, LLC
N/A—41,638-41,638-100%$682.0K———
Icon Wealth Advisors, LLC
N/A—39,989-39,989-100%$655.0K———
Carson Advisory Inc.
N/A—39,857-39,857-100%$652.9K———
XTX Topco Ltd
N/A—39,615-39,615-100%$648.9K———
Pacer Advisors, Inc.
N/A—39,198-39,198-100%$642.0K———
BFC Planning, Inc.
N/A—37,295-37,295-100%$610.9K———
Mutual Advisors, LLC
N/A—36,753-36,753-100%$602.0K———
Teacher Retirement System of Texas
N/A—35,358-35,358-100%$579.2K———
Amundi
N/A—34,743-34,743-100%$569.1K———
Cary Street Partners Financial LLC
N/A—34,591-34,591-100%$566.6K———
Capital Fund Management S.A.
N/A—33,318-33,318-100%$545.7K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—32,668-32,668-100%$535.1K———
Equitable Holdings, Inc.
N/A—31,304-31,304-100%$512.8K———
Cresset Asset Management, LLC
N/A—30,101-30,101-100%$507.5K———
Element Wealth, LLC
N/A—28,545-28,545-100%$467.6K———
Vestmark Advisory Solutions, Inc.
N/A—28,408-28,408-100%$465.3K———
UMB Bank, n.a.
N/A—28,249-28,249-100%$462.7K———
Nykredit A/S
N/A—27,502-27,502-100%$450.5K———
Level Four Advisory Services, LLC
N/A—27,155-27,155-100%$444.8K———
Federated Hermes, Inc.
N/A—26,926-26,926-100%$441.0K———
Group One Trading LLC
N/A—26,873-26,873-100%$440.2K———
Caxton Associates LLP
N/A—26,321-26,321-100%$431.1K———
Securian Asset Management, Inc
N/A—25,691-25,691-100%$436.7K———
CreativeOne Wealth, LLC
N/A—25,657-25,657-100%$420.3K———
Deutsche Bank Ag\
N/A—25,581-25,581-100%$419.0K———
Arax Advisory Partners
N/A—25,236-25,236-100%$413.4K———
Commerce Bank
N/A—25,053-25,053-100%$410.4K———
Mmbg Investment Advisors Co.
N/A—24,715-24,715-100%$404.8K———
Federation des caisses Desjardins du Quebec
N/A—24,654-24,654-100%$403.8K———
Red Door Wealth Management, LLC
N/A—24,252-24,252-100%$397.2K———
Advisors Preferred, LLC
N/A—23,470-23,470-100%$386.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—23,306-23,306-100%$381.8K———
Bank OZK
N/A—23,300-23,300-100%$381.7K———
Captrust Financial Advisors
N/A—23,221-23,221-100%$380.4K———
Regal Investment Advisors LLC
N/A—23,110-23,110-100%$378.5K———
AlphaGrep UK Ltd
N/A—22,774-22,774-100%$373.0K———
Public Employees Retirement Association of Colorado
N/A—22,123-22,123-100%$362.0K———
Rathbones Group PLC
N/A—21,990-21,990-100%$360.2K———
Peak6 LLC
N/A—21,230-21,230-100%$347.7K———
Principal Securities, Inc.
N/A—21,186-21,186-100%$347.0K———
Sanctuary Advisors, LLC
N/A—20,931-20,931-100%$342.8K———
Prudential Financial Inc
N/A—20,004-20,004-100%$327.7K———
Meeder Asset Management Inc
N/A—19,654-19,654-100%$321.9K———
Tower Research Capital LLC (TRC)
N/A—19,104-19,104-100%$312.9K———
DnB Asset Management AS
N/A—18,836-18,836-100%$308.5K———
Vanguard Personalized Indexing Management, LLC
N/A—18,629-18,629-100%$305.1K———
Atlanta Consulting Group Advisors, LLC
N/A—18,500-18,500-100%$303.0K———
IFC Advisors LLC
N/A—18,242-18,242-100%$298.8K———
Utah Retirement Systems
N/A—18,156-18,156-100%$297.4K———
Evolve Private Wealth, LLC
N/A—17,994-17,994-100%$303.4K———
Private Advisor Group, LLC
N/A—17,392-17,392-100%$284.9K———
Nomura Holdings Inc
N/A—16,796-16,796-100%$275.1K———
Frec Markets, Inc.
N/A—16,474-16,474-100%$269.8K———
Norris Financial Group, LLC
N/A—16,254-16,254-100%$266.2K———
Gentry Private Wealth, LLC
N/A—16,213-16,213-100%$265.6K———
Empowered Funds, LLC
N/A—16,161-16,161-100%$264.7K———
Advisory Services Network, LLC
N/A—15,939-15,939-100%$261.1K———
New Age Alpha Advisors, LLC
N/A—15,824-15,824-100%$259.2K———
DoubleLine ETF Adviser LP
N/A—15,406-15,406-100%$252.4K———
Envestnet Portfolio Solutions, Inc.
N/A—15,358-15,358-100%$251.6K———
Insigneo Advisory Services, LLC
N/A—15,050-15,050-100%$246.5K———
DV Trading LLC
N/A—14,780-14,780-100%$242.1K———
Essex Financial Services, Inc.
N/A—14,780-14,780-100%$242.1K———
Westmount Partners, LLC
N/A—14,074-14,074-100%$230.5K———
Savant Capital, LLC
N/A—13,760-13,760-100%$231.1K———
Caprock Group, LLC
N/A—13,653-13,653-100%$230.2K———
Tradition Wealth Management, LLC
N/A—13,504-13,504-100%$221.2K———
CIBC World Market Inc.
N/A—13,325-13,325-100%$218.3K———
Sequoia Financial Advisors, LLC
N/A—13,321-13,321-100%$218.2K———
Orion Porfolio Solutions, LLC
N/A—13,085-13,085-100%$214.3K———
Farringdon Capital, Ltd.
N/A—12,779-12,779-100%$209.3K———
Hantz Financial Services, Inc.
N/A—12,723-12,723-100%$208.0K———
Composition Wealth, LLC
N/A—12,459-12,459-100%$204.1K———
Stonebridge Financial Group, LLC / MO
N/A—12,000-12,000-100%$196.6K———
Beacon Pointe Advisors, LLC
N/A—11,884-11,884-100%$194.7K———
Beck Capital Management, LLC
N/A—11,614-11,614-100%$190.2K———
M&T Bank Corp
N/A—11,511-11,511-100%$188.6K———
Cetera Trust Company, N.a
N/A—11,455-11,455-100%$187.6K———
Shelton Capital Management
N/A—11,362-11,362-100%$186.1K———
Cofg Advisors, LLC
N/A—11,327-11,327-100%$185.5K———
Meridian Wealth Advisors, LLC
N/A—11,250-11,250-100%$184.3K———
Wealthspire Advisors, LLC
N/A—10,973-10,973-100%$179.7K———
Jennison Associates LLC
N/A—10,882-10,882-100%$178.2K———
HSBC Holdings PLC
N/A—10,453-10,453-100%$171.2K———
Quantum Portfolio Management LLC
N/A—10,284-10,284-100%$168.5K———
Glen Eagle Advisors, LLC
N/A—10,236-10,236-100%$167.7K———
Scotia Capital Inc.
N/A—10,100-10,100-100%$165.5K———
Ensign Peak Advisors, Inc
N/A—10,053-10,053-100%$164.7K———
Quarry LP
N/A—8,889-8,889-100%$145.6K———
Westend Capital Management, LLC
N/A—8,391-8,391-100%$137.4K———
Brookfield Corp
N/A—8,280-8,280-100%$135.6K———
Allworth Financial LP
N/A—8,050-8,050-100%$131.9K———
SSA Swiss Advisors AG
N/A—7,214-7,214-100%$118.2K———
Smartleaf Asset Management LLC
N/A—6,262-6,262-100%$106.2K———
BNP Paribas Asset Management Holding S.A.
N/A—5,666-5,666-100%$92.8K———
Clearstead Trust, LLC
N/A—5,494-5,494-100%$90.0K———
Whittier Trust Co of Nevada Inc
N/A—5,475-5,475-100%$91.0K———
Bessemer Group Inc
N/A—5,368-5,368-100%$73.0K———
Allied Private Wealth LLC
N/A—4,891-4,891-100%$80.5K———
Bogart Wealth, LLC
N/A—4,115-4,115-100%$67.4K———
Northwestern Mutual Wealth Management Co
N/A—3,834-3,834-100%$62.8K———
Nomura Asset Management Co LTD
N/A—3,590-3,590-100%$58.8K———
National Bank of Canada
N/A—2,934-2,934-100%$48.1K———
Huntington National Bank
N/A—2,151-2,151-100%$35.2K———
Orion Capital Management LLC
N/A—2,000-2,000-100%$32.8K———
Institute for Wealth Management, Llc.
N/A—1,976-1,976-100%$32.4K———
Heritage Wealth Advisors
N/A—1,910-1,910-100%$31.3K———
Altshuler Shaham Ltd
N/A—1,900-1,900-100%$31.1K———
IFG Advisory, LLC
N/A—1,732-1,732-100%$28.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,500-1,500-100%$24.6K———
Crewe Advisors LLC
N/A—1,334-1,334-100%$22.3K———
Atlantic Union Bankshares Corp
N/A—1,107-1,107-100%$18.1K———
Fiduciary Financial Advisors
N/A—1,094-1,094-100%$17.9K———
Eurizon Capital SGR S.p.A.
N/A—1,088-1,088-100%$18.5K———
Vision Retirement, LLC
N/A—1,028-1,028-100%$16.8K———
Fourth Dimension Wealth, LLC
N/A—1,000-1,000-100%$16.4K———
Osbon Capital Management LLC
N/A—957-957-100%$15.7K———
SOA Wealth Advisors, Llc.
N/A—940-940-100%$15.4K———
Manning & Napier Advisors LLC
N/A—864-864-100%$14.7K———
Kilter Group LLC
N/A—774-774-100%$12.7K———
Cary Street Partners Investment Advisory LLC
N/A—750-750-100%$12.3K———
Coston, McIsaac & Partners
N/A—639-639-100%$10———
Bartlett & Co. Wealth Management LLC
N/A—509-509-100%$8.6K———
FWL Investment Management, LLC
N/A—500-500-100%$8.2K———
Delta Asset Management LLC
N/A—500-500-100%$8.2K———
Basecamp Wealth Advisors LLC
N/A—417-417-100%$6.8K———
SHP Wealth Management
N/A—410-410-100%$6.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—405-405-100%$6.6K———
Knott David M Jr
N/A—400-400-100%$6.6K———
Bollard Group LLC
N/A—267-267-100%$4———
TD Capital Management LLC
N/A—244-244-100%$4.0K———
Medallion Wealth Advisors, LLC
N/A—232-232-100%$3.8K———
Geneos Wealth Management Inc.
N/A—168-168-100%$2.8K———
Caldwell Sutter Capital, Inc.
N/A—122-122-100%$2.0K———
Zions Bancorporation, National Association
N/A—100-100-100%$1.6K———
LRI Investments, LLC
N/A—77-77-100%$1.3K———
Rialto Wealth Management, LLC
N/A—57-57-100%$934———
Transamerica Financial Advisors, LLC
N/A—45-45-100%$758———
Swan Capital LLC
N/A—27-27-100%$442———
Quent Capital, LLC
N/A—17-17-100%$278———
SouthState Bank Corp
N/A—15-15-100%$246———
Ross\johnson & Associates LLC
N/A—2-2-100%$33———
10Elms LLP
N/A—1-1-100%$13———
Showing 551 of 551 institutions