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Sumitomo Mitsui (SMFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares6,510,745 from 6,291,379
Change+219,366 (+3%)
Value$168.7M (+$20.3M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares3,127,125 from 3,139,702
Change-12,577 (0%)
Value$81.0M (+$7.0M)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,599,915 from 1,709,700
Change-109,785 (-6%)
Value$41.5M (+$1.1M)
Filed 2026-10-05
Creative Planning
INCREASED
Shares954,982 from 883,657
Change+71,325 (+8%)
Value$24.7M (+$3.9M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares827,942 from 781,157
Change+46,785 (+6%)
Value$21.5M (+$3.0M)
Filed 2026-11-05
Calamos Advisors LLC
DECREASED
Shares799,550 from 802,736
Change-3,186 (0%)
Value$20.7M (+$1.8M)
Filed 2026-11-02
Anderson Hoagland & Co
DECREASED
Shares601,549 from 717,018
Change-115,469 (-16%)
Value$14.5M (-$2.4M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares546,424 from 500,370
Change+46,054 (+9%)
Value$14.2M (+$2.4M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares539,085 from 540,271
Change-1,186 (0%)
Value$13.6M (+$634.5K)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares475,546 from 461,574
Change+13,972 (+3%)
Value$12.3M (+$1.4M)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
DECREASED
Shares444,318 from 476,543
Change-32,225 (-7%)
Value$11.5M (+$275.4K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares382,038 from 317,252
Change+64,786 (+20%)
Value$9.9M (+$2.4M)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares371,168 from 238,293
Change+132,875 (+56%)
Value$9.6M (+$4.0M)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares369,716 from 329,155
Change+40,561 (+12%)
Value$9.6M (+$1.8M)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares347,144 from 336,966
Change+10,178 (+3%)
Value$9.0M (+$1.0M)
Filed 2026-10-22
Eagle Global Advisors LLC
UNCHANGED
Shares320,000 from 320,000
Change0 (0%)
Value$8.3M (+$745.6K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares288,665 from 248,161
Change+40,504 (+16%)
Value$7.5M (+$1.6M)
Filed 2026-10-29
Quadrant Capital Group LLC
INCREASED
Shares281,549 from 280,724
Change+825 (+0%)
Value$7.1M (+$478.4K)
Filed 2026-10-20
Augustine Asset Management Inc
DECREASED
Shares259,581 from 262,517
Change-2,936 (-1%)
Value$6.7M (+$535.6K)
Filed 2026-10-13
Gradient Investments LLC
DECREASED
Shares244,002 from 251,341
Change-7,339 (-3%)
Value$6.3M (+$395.5K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares240,741 from 242,046
Change-1,305 (-1%)
Value$6.2M (+$530.2K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares238,583 from 235,552
Change+3,031 (+1%)
Value$6.2M (+$627.4K)
Filed 2026-10-23
Factory Mutual Insurance Co
UNCHANGED
Shares230,432 from 230,432
Change0 (0%)
Value$6.0M (+$536.9K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares228,824 from 211,424
Change+17,400 (+8%)
Value$5.9M (+$943.5K)
Filed 2026-11-06
Calamos Wealth Management LLC
INCREASED
Shares226,944 from 206,378
Change+20,566 (+10%)
Value$5.9M (+$1.0M)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
INCREASED
Shares212,179 from 211,570
Change+609 (+0%)
Value$5.5M (+$508.7K)
Filed 2026-10-13
Triasima Portfolio Management inc.
NEW
Shares176,975
Change+176,975
Value$4.6M
Filed 2026-10-15
LEE Johnson Capital Management, LLC
INCREASED
Shares167,539 from 163,993
Change+3,546 (+2%)
Value$4.3M (+$474.0K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares166,375 from 165,726
Change+649 (+0%)
Value$4.3K (-$3.9M)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares146,693 from 148,899
Change-2,206 (-1%)
Value$3.8M (+$289.8K)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares144,792 from 139,625
Change+5,167 (+4%)
Value$3.8M (+$459.2K)
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares130,013 from 138,754
Change-8,741 (-6%)
Value$3.4M (+$96.8K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
INCREASED
Shares129,725 from 126,375
Change+3,350 (+3%)
Value$3.4M (+$381.3K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares127,365 from 35,565
Change+91,800 (+258%)
Value$3.1M (+$2.2M)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares123,716 from 123,073
Change+643 (+1%)
Value$3.2M (+$303.4K)
Filed 2026-11-09
Diversify Advisory Services, LLC
INCREASED
Shares122,379 from 116,391
Change+5,988 (+5%)
Value$3.0M (-$35.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares122,379 from 116,391
Change+5,988 (+5%)
Value$3.0M (-$35.6K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares120,094 from 131,754
Change-11,660 (-9%)
Value$3.1M (+$4.9K)
Filed 2026-10-29
Aaron Wealth Advisors LLC
INCREASED
Shares102,127 from 101,462
Change+665 (+1%)
Value$2.6M (+$253.6K)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares97,220 from 95,804
Change+1,416 (+1%)
Value$2.5M (+$259.9K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares89,387 from 5,823
Change+83,564 (+1435%)
Value$2.3M (+$2.2M)
Filed 2026-11-06
CIBC Asset Management Inc
DECREASED
Shares86,591 from 102,614
Change-16,023 (-16%)
Value$2.2M (-$88.8K)
Filed 2026-11-05
Capricorn Fund Managers Ltd
NEW
Shares84,500
Change+84,500
Value$2.2M
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares82,864 from 81,395
Change+1,469 (+2%)
Value$2.1M (+$227.7K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares79,648 from 80,785
Change-1,137 (-1%)
Value$2.1M (+$154.4K)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares77,352 from 54,021
Change+23,331 (+43%)
Value$2.0M (+$822.2K)
Filed 2026-11-06
Lockheed Martin Investment Management Co
DECREASED
Shares70,570 from 73,870
Change-3,300 (-4%)
Value$1.8M (+$86.6K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares69,523 from 73,281
Change-3,758 (-5%)
Value$1.8M (+$73.4K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares67,154 from 50,787
Change+16,367 (+32%)
Value$1.7M (+$392.4K)
Filed 2026-10-13
Hantz Financial Services, Inc.
INCREASED
Shares59,942 from 50,386
Change+9,556 (+19%)
Value$1.6K (-$1.2M)
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares59,099 from 58,138
Change+961 (+2%)
Value$1.5M (+$160.4K)
Filed 2026-11-03
Themes Management Co LLC
INCREASED
Shares58,999 from 41,750
Change+17,249 (+41%)
Value$1.5M (+$544.2K)
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares57,212 from 61,156
Change-3,944 (-6%)
Value$1.5M (+$40.3K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares57,202 from 52,124
Change+5,078 (+10%)
Value$1.5M (+$252.8K)
Filed 2026-10-08
Bank of Montreal
DECREASED
Shares56,139 from 486,147
Change-430,008 (-88%)
Value$1.5M (-$10.0M)
Filed 2026-11-09
HB Wealth Management, LLC
INCREASED
Shares54,854 from 51,663
Change+3,191 (+6%)
Value$1.4M (+$203.1K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares50,592 from 70,106
Change-19,514 (-28%)
Value$1.3M (-$342.3K)
Filed 2026-10-27
PDS Planning, Inc
DECREASED
Shares50,565 from 50,641
Change-76 (0%)
Value$1.3M (+$116.0K)
Filed 2026-11-03
AdvisorShares Investments LLC
DECREASED
Shares49,922 from 54,800
Change-4,878 (-9%)
Value$1.3M (+$1.3K)
Filed 2026-11-09
Truist Financial Corp
INCREASED
Shares48,846 from 46,543
Change+2,303 (+5%)
Value$1.3M (+$168.1K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares46,371 from 42,429
Change+3,942 (+9%)
Value$1.2M (+$201.0K)
Filed 2026-10-08
Legacy Wealth Asset Management, LLC
INCREASED
Shares46,286 from 41,147
Change+5,139 (+12%)
Value$1.2M (+$229.0K)
Filed 2026-10-09
Versant Capital Management, Inc
INCREASED
Shares45,374 from 43,849
Change+1,525 (+3%)
Value$1.2M (+$141.7K)
Filed 2026-10-02
Louisbourg Investments Inc.
UNCHANGED
Shares44,652 from 44,652
Change0 (0%)
Value$1.2M (+$104.0K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares42,640 from 59,019
Change-16,379 (-28%)
Value$1.1M (-$286.9K)
Filed 2026-10-15
Pzena Investment Management LLC
INCREASED
Shares40,297 from 37,322
Change+2,975 (+8%)
Value$1.0M (+$164.0K)
Filed 2026-10-30
Kathmere Capital Management, LLC
INCREASED
Shares38,385 from 34,301
Change+4,084 (+12%)
Value$994.6K (+$185.7K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares38,254 from 34,708
Change+3,546 (+10%)
Value$991.2K (+$163.1K)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares38,247 from 36,244
Change+2,003 (+6%)
Value$991.0K (+$136.3K)
Filed 2026-11-06
Abel Hall, LLC
INCREASED
Shares36,553 from 36,491
Change+62 (+0%)
Value$947.1K (+$86.6K)
Filed 2026-10-19
Highland Capital Management, LLC
NEW
Shares36,270
Change+36,270
Value$939.8K
Filed 2026-10-26
Cordatus Wealth Management LLC
INCREASED
Shares35,806 from 35,169
Change+637 (+2%)
Value$927.7K (+$98.4K)
Filed 2026-10-19
Coldstream Capital Management Inc
DECREASED
Shares33,857 from 36,691
Change-2,834 (-8%)
Value$877.2K (+$6.1K)
Filed 2026-11-09
William Blair Investment Management, LLC
DECREASED
Shares33,587 from 57,660
Change-24,073 (-42%)
Value$870.2K (-$489.4K)
Filed 2026-11-06
Sage Rhino Capital LLC
DECREASED
Shares32,985 from 34,090
Change-1,105 (-3%)
Value$854.6K (+$50.8K)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares32,752 from 32,661
Change+91 (+0%)
Value$848.6K (+$78.5K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares32,708 from 30,744
Change+1,964 (+6%)
Value$847.5K (+$122.5K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares32,395 from 35,290
Change-2,895 (-8%)
Value$839.4K (+$7.2K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares32,298 from 6
Change+32,292 (+538200%)
Value$817.8K (+$817.7K)
Filed 2026-10-16
Tred Avon Family Wealth, LLC
DECREASED
Shares31,265 from 31,695
Change-430 (-1%)
Value$810.1K (+$62.7K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
INCREASED
Shares31,178 from 29,776
Change+1,402 (+5%)
Value$807.8K (+$105.7K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares29,496 from 32,865
Change-3,369 (-10%)
Value$764.2K (-$10.7K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares28,373 from 25,437
Change+2,936 (+12%)
Value$735.1K (+$135.3K)
Filed 2026-10-27
Burns Matteson Capital Management, LLC
INCREASED
Shares27,457 from 27,310
Change+147 (+1%)
Value$711.4K (+$67.4K)
Filed 2026-10-16
Traveka Wealth, LLC
INCREASED
Shares27,154 from 26,630
Change+524 (+2%)
Value$703.6K (+$75.6K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares25,696 from 17,975
Change+7,721 (+43%)
Value$665.8K (+$241.9K)
Filed 2026-11-02
Channing Global Advisors, LLC
DECREASED
Shares24,979 from 25,513
Change-534 (-2%)
Value$647.2K (+$45.6K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares24,678 from 22,193
Change+2,485 (+11%)
Value$639.4K (+$116.1K)
Filed 2026-10-08
Five Oceans Advisors
UNCHANGED
Shares24,405 from 24,405
Change0 (0%)
Value$632.3K (+$56.9K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares24,306 from 24,507
Change-201 (-1%)
Value$629.8K (+$51.9K)
Filed 2026-10-28
J.Safra Asset Management Corp
INCREASED
Shares24,118 from 20,702
Change+3,416 (+17%)
Value$624.9K (+$136.7K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
NEW
Shares23,874
Change+23,874
Value$618.6K
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares22,998 from 22,214
Change+784 (+4%)
Value$595.9K (+$72.1K)
Filed 2026-10-28
55 North Private Wealth, LLC
INCREASED
Shares22,758 from 21,764
Change+994 (+5%)
Value$589.6K (+$76.5K)
Filed 2026-10-20
Xponance LLC
INCREASED
Shares22,087 from 18,336
Change+3,751 (+20%)
Value$572.3K (+$139.9K)
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares21,962
Change+21,962
Value$569.0K
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares21,714 from 20,141
Change+1,573 (+8%)
Value$562.6K (+$87.7K)
Filed 2026-10-16
West Family Investments, Inc.
UNCHANGED
Shares21,215 from 21,215
Change0 (0%)
Value$549.7K (+$49.4K)
Filed 2026-11-09
Optas, LLC
INCREASED
Shares20,799 from 19,385
Change+1,414 (+7%)
Value$538.9K (+$81.8K)
Filed 2026-11-09
71 West Capital Partners
DECREASED
Shares20,303 from 20,397
Change-94 (0%)
Value$526.1K (+$45.1K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED
Shares20,189 from 19,886
Change+303 (+2%)
Value$523.1K (+$54.2K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares20,111 from 19,175
Change+936 (+5%)
Value$521.1K (+$68.9K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares19,737 from 27,793
Change-8,056 (-29%)
Value$511.4K (-$144.0K)
Filed 2026-11-02
Drive Wealth Management, LLC
DECREASED
Shares19,730 from 23,514
Change-3,784 (-16%)
Value$511.2K (-$49.6K)
Filed 2026-11-09
Abacus Wealth Partners, LLC
INCREASED
Shares19,277 from 18,878
Change+399 (+2%)
Value$499.5K (+$54.3K)
Filed 2026-11-03
Atlas Capital Advisors Inc.
INCREASED
Shares18,894 from 18,547
Change+347 (+2%)
Value$15.2K (-$422.1K)
Filed 2026-11-09
Greenspring Advisors, LLC
INCREASED
Shares18,247 from 17,783
Change+464 (+3%)
Value$472.8K (+$53.5K)
Filed 2026-11-05
Personal CFO Solutions, LLC
DECREASED
Shares18,160 from 20,073
Change-1,913 (-10%)
Value$470.5K (-$8.6K)
Filed 2026-11-06
First Affirmative Financial Network
NEW
Shares18,008
Change+18,008
Value$466.6K
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares17,929 from 16,803
Change+1,126 (+7%)
Value$464.5K (+$68.3K)
Filed 2026-11-02
Ascent Group, LLC
INCREASED
Shares17,665 from 17,432
Change+233 (+1%)
Value$457.7K (+$46.7K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares17,374 from 15,476
Change+1,898 (+12%)
Value$450.2K (+$85.2K)
Filed 2026-10-27
Anchyra Partners LLC
INCREASED
Shares17,135 from 15,174
Change+1,961 (+13%)
Value$444.0K (+$86.2K)
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares16,266 from 14,936
Change+1,330 (+9%)
Value$421.5K (+$69.3K)
Filed 2026-10-09
Net Worth Advisory Group
DECREASED
Shares16,112 from 22,213
Change-6,101 (-27%)
Value$407.3K (-$116.5K)
Filed 2026-10-20
Athena Wealth Management, LLC
INCREASED
Shares15,457 from 15,378
Change+79 (+1%)
Value$400.5K (+$37.9K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares14,689 from 14,522
Change+167 (+1%)
Value$380.6K (+$38.2K)
Filed 2026-11-04
Canopy Partners, LLC
UNCHANGED
Shares14,626 from 14,626
Change0 (0%)
Value$379.0K (+$34.1K)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares14,616 from 15,504
Change-888 (-6%)
Value$378.7K (+$13.1K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED
Shares14,540 from 14,257
Change+283 (+2%)
Value$376.7K (+$40.6K)
Filed 2026-11-02
Freestone Capital Holdings, LLC
NEW
Shares14,500
Change+14,500
Value$375.7K
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares14,226 from 13,223
Change+1,003 (+8%)
Value$368.6K (+$56.8K)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares13,870 from 17,025
Change-3,155 (-19%)
Value$359.4K (-$42.1K)
Filed 2026-10-23
Cromwell Holdings LLC
UNCHANGED
Shares13,841 from 13,841
Change0 (0%)
Value$358.6K (+$28.7K)
Filed 2026-10-28
Carter Financial Group, Inc.
NEW
Shares13,777
Change+13,777
Value$357.0K
Filed 2026-10-21
Acorn Creek Capital LLC
DECREASED
Shares13,732 from 14,059
Change-327 (-2%)
Value$355.8K (+$24.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares13,569 from 12,385
Change+1,184 (+10%)
Value$351.5K (+$59.5K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares13,075 from 11,279
Change+1,796 (+16%)
Value$338.8K (+$72.8K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares12,877
Change+12,877
Value$333.3K
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares12,670 from 17,360
Change-4,690 (-27%)
Value$328.3K (-$81.1K)
Filed 2026-10-22
First Command Advisory Services, Inc.
INCREASED
Shares12,384 from 756
Change+11,628 (+1538%)
Value$320.9K (+$303.0K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares12,269 from 12,111
Change+158 (+1%)
Value$310.5K (-$1.2K)
Filed 2026-10-09
Intergy Private Wealth, LLC
DECREASED
Shares12,216 from 13,304
Change-1,088 (-8%)
Value$316.5K (+$2.8K)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares12,180 from 19,713
Change-7,533 (-38%)
Value$315.6K (-$149.2K)
Filed 2026-10-30
Syverson Strege & Co
DECREASED
Shares11,914 from 11,989
Change-75 (-1%)
Value$308.7K (+$26.0K)
Filed 2026-11-02
AlTi Global, Inc.
NEW
Shares11,582
Change+11,582
Value$300.1K
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,540 from 12,451
Change-911 (-7%)
Value$299 (-$293.7K)
Filed 2026-11-02
XXI Wealth, LLC
INCREASED
Shares11,435 from 10,804
Change+631 (+6%)
Value$296.3K (+$41.5K)
Filed 2026-10-22
Brucke Financial, Inc.
INCREASED
Shares11,383 from 11,215
Change+168 (+2%)
Value$294.9K (+$30.5K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares10,991 from 11,218
Change-227 (-2%)
Value$284.8K (+$20.3K)
Filed 2026-10-22
Yousif Capital Management, LLC
UNCHANGED
Shares10,957 from 10,957
Change0 (0%)
Value$283.9K (+$25.5K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
INCREASED
Shares10,926 from 10,832
Change+94 (+1%)
Value$283.1K (+$27.7K)
Filed 2026-11-06
Sovran Advisors, LLC
NEW
Shares10,769
Change+10,769
Value$265.6K
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares10,756 from 11,349
Change-593 (-5%)
Value$278.7K (+$8.4K)
Filed 2026-10-26
LVW Advisors, LLC
INCREASED
Shares10,666 from 9,132
Change+1,534 (+17%)
Value$276.4K (+$61.0K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares10,496 from 8,577
Change+1,919 (+22%)
Value$272.0K (+$69.7K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares10,277 from 9,539
Change+738 (+8%)
Value$266.3K (+$41.3K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
INCREASED
Shares10,009 from 8,907
Change+1,102 (+12%)
Value$259.3K (+$49.3K)
Filed 2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares10,009 from 10,009
Change0 (0%)
Value$236.0K ($0)
Filed 2026-10-15
Oppenheimer & Co Inc
NEW
Shares9,959
Change+9,959
Value$258.0K
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares9,546 from 9,424
Change+122 (+1%)
Value$247.3K (+$25.1K)
Filed 2026-11-06
SYM Financial Corp
NEW
Shares9,402
Change+9,402
Value$243.6K
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares9,256 from 7,238
Change+2,018 (+28%)
Value$218.3K (+$47.6K)
Filed 2026-11-06
Blue Trust, Inc.
DECREASED
Shares9,195 from 16,666
Change-7,471 (-45%)
Value$238.2K (-$154.8K)
Filed 2026-10-15
Klingman & Associates, LLC
INCREASED
Shares8,899 from 8,566
Change+333 (+4%)
Value$230.6K (+$28.6K)
Filed 2026-10-20
Sunpointe, LLC
NEW
Shares8,525
Change+8,525
Value$220.9K
Filed 2026-10-22
Enterprise Financial Services Corp
NEW
Shares8,467
Change+8,467
Value$219.4K
Filed 2026-11-03
D'Orazio & Associates, Inc.
NEW
Shares8,462
Change+8,462
Value$219.3K
Filed 2026-11-04
V-Square Quantitative Management LLC
DECREASED
Shares8,304 from 8,709
Change-405 (-5%)
Value$215.2K (+$9.8K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
NEW
Shares8,223
Change+8,223
Value$213.1K
Filed 2026-10-27
Seven Mile Advisory
NEW
Shares8,210
Change+8,210
Value$212.7K
Filed 2026-10-22
Sapient Capital LLC
NEW
Shares8,175
Change+8,175
Value$211.8K
Filed 2026-10-08
Frank, Rimerman Advisors LLC
NEW
Shares8,126
Change+8,126
Value$210.5K
Filed 2026-10-16
NewSquare Capital LLC
NEW
Shares7,839
Change+7,839
Value$203.1K
Filed 2026-11-06
Ares Financial Consulting, LLC
UNCHANGED
Shares5,767 from 5,767
Change0 (0%)
Value$149.4K (+$13.4K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares5,665 from 2,001
Change+3,664 (+183%)
Value$146.8K (+$99.6K)
Filed 2026-10-28
Harbour Investments, Inc.
INCREASED
Shares5,510 from 4,958
Change+552 (+11%)
Value$142.8K (+$25.8K)
Filed 2026-11-09
Parkside Financial Bank & Trust
INCREASED
Shares5,319 from 5,190
Change+129 (+2%)
Value$137.8K (+$15.4K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares4,664 from 4,052
Change+612 (+15%)
Value$120.8K (+$25.3K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares4,495 from 4,246
Change+249 (+6%)
Value$116.5K (+$16.3K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
INCREASED
Shares4,203 from 3,989
Change+214 (+5%)
Value$108.9K (+$14.8K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares3,828
Change+3,828
Value$99.2K
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares3,827 from 3,827
Change0 (0%)
Value$99.2K (+$8.9K)
Filed 2026-10-05
Manchester Capital Management LLC
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$97.2K (+$8.7K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
DECREASED
Shares3,725 from 3,819
Change-94 (-2%)
Value$96.5K (+$6.5K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares3,484 from 2,207
Change+1,277 (+58%)
Value$90.3K (+$38.2K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares3,421 from 3,421
Change0 (0%)
Value$88.6K (+$6.4K)
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares3,338 from 3,338
Change0 (0%)
Value$86.5K (+$7.8K)
Filed 2026-10-16
Bessemer Group Inc
INCREASED
Shares3,331 from 3,169
Change+162 (+5%)
Value$87 (-$34.0K)
Filed 2026-11-09
True Wealth Design, LLC
INCREASED
Shares3,156 from 2,925
Change+231 (+8%)
Value$81.8K (+$12.8K)
Filed 2026-10-13
Geneos Wealth Management Inc.
INCREASED
Shares2,742 from 48
Change+2,694 (+5613%)
Value$71.0K (+$69.9K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$62.4K (+$5.6K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares2,335 from 2,378
Change-43 (-2%)
Value$60.5K (+$4.4K)
Filed 2026-10-26
Zions Bancorporation, National Association
DECREASED
Shares2,252 from 2,336
Change-84 (-4%)
Value$58.3K (+$3.3K)
Filed 2026-11-06
Livelsberger Financial Advisory
NEW
Shares1,987
Change+1,987
Value$51.5K
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares1,721
Change+1,721
Value$44.6K
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares1,710 from 1,626
Change+84 (+5%)
Value$44.3K (+$6.0K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares1,560
Change+1,560
Value$40.4K
Filed 2026-11-03
Bayban
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$36.1K ($0)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares1,423 from 1,377
Change+46 (+3%)
Value$36.9K (+$4.4K)
Filed 2026-10-28
Essential Partners LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$33.7K (+$3.0K)
Filed 2026-10-14
West Financial Advisors, LLC
NEW
Shares1,290
Change+1,290
Value$33.4K
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares1,251 from 902
Change+349 (+39%)
Value$32.4K (+$11.1K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares1,249 from 1,187
Change+62 (+5%)
Value$32.4K (+$4.4K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares1,141 from 1,135
Change+6 (+1%)
Value$29.6K (+$2.8K)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares1,125 from 997
Change+128 (+13%)
Value$29.1K (+$5.6K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
INCREASED
Shares1,091 from 948
Change+143 (+15%)
Value$28.3K (+$5.8K)
Filed 2026-10-20
SJS Investment Consulting Inc.
DECREASED
Shares1,082 from 1,116
Change-34 (-3%)
Value$28.0K (+$1.7K)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares1,019
Change+1,019
Value$26.4K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares984 from 854
Change+130 (+15%)
Value$25.5K (+$5.4K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares961 from 694
Change+267 (+38%)
Value$24.9K (+$8.5K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$24.0K (+$2.2K)
Filed 2026-10-07
Oakworth Capital, Inc.
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$23.9K (+$2.1K)
Filed 2026-10-26
Albion Financial Group
INCREASED
Shares798 from 644
Change+154 (+24%)
Value$20.7K (+$5.5K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
INCREASED
Shares778 from 566
Change+212 (+37%)
Value$20.2K (+$6.8K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares760
Change+760
Value$19.7K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
DECREASED
Shares748 from 893
Change-145 (-16%)
Value$19.4K (-$1.7K)
Filed 2026-11-05
Cheviot Value Management, LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$18.9K (+$1.7K)
Filed 2026-11-09
Financial Management Professionals, Inc.
DECREASED
Shares702 from 1,141
Change-439 (-38%)
Value$18.2K (-$9.1K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares664 from 433
Change+231 (+53%)
Value$17.2K (+$7.0K)
Filed 2026-10-20
PFS Partners, LLC
INCREASED
Shares651 from 648
Change+3 (+0%)
Value$16.9K (+$1.6K)
Filed 2026-10-21
Acumen Wealth Advisors, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$16.0K (+$1.4K)
Filed 2026-11-05
Acadian Asset Management LLC
NEW
Shares579
Change+579
Value$15
Filed 2026-11-09
WPG Advisers, LLC
DECREASED
Shares556 from 580
Change-24 (-4%)
Value$14.4K (+$730)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$13.8K (+$1.2K)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED
Shares519 from 13,845
Change-13,326 (-96%)
Value$13.4K (-$313.0K)
Filed 2026-10-29
City State Bank
NEW
Shares488
Change+488
Value$12.6K
Filed 2026-10-20
Proathlete Wealth Management LLC
NEW
Shares474
Change+474
Value$12.3K
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$12.2K (+$1.1K)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares450
Change+450
Value$11.7K
Filed 2026-10-19
Arlington Trust Co LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$11.6K (+$1.0K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares412 from 393
Change+19 (+5%)
Value$10.7K (+$1.4K)
Filed 2026-10-14
Jnba Financial Advisors
INCREASED
Shares389 from 361
Change+28 (+8%)
Value$10.1K (+$1.6K)
Filed 2026-11-03
Bell Investment Advisors, Inc
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$10.0K (+$895)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$9.8K (+$878)
Filed 2026-10-30
Retirement Wealth Solutions LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$8.1K (+$729)
Filed 2026-10-07
Creative Financial Designs Inc
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$8.1K (+$725)
Filed 2026-11-04
Planning Strategies Inc.
NEW
Shares301
Change+301
Value$7.8K
Filed 2026-10-02
Trust Co of Vermont
NEW
Shares284
Change+284
Value$7.4K
Filed 2026-10-21
Park Square Financial Group, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$7.1K (+$638)
Filed 2026-11-09
Gleason Group, Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$6.9K (+$617)
Filed 2026-10-15
Burk Holdings LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$6.6K (+$594)
Filed 2026-11-05
MV Capital Management, Inc.
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$6.5K (+$587)
Filed 2026-10-29
Clean Yield Group
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$6.5K (+$583)
Filed 2026-10-28
American Capital Advisory, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$6.4K (+$578)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$6.3K (+$568)
Filed 2026-10-19
Independence Bank of Kentucky
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$5.8K (+$524)
Filed 2026-10-26
Motco
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$5.7K (+$512)
Filed 2026-11-09
Nfsg Corp
DECREASED
Shares197 from 393
Change-196 (-50%)
Value$5.1K (-$4.2K)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$3.9K (+$351)
Filed 2026-11-04
Quent Capital, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$3.5K (-$40)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
INCREASED
Shares145 from 11
Change+134 (+1218%)
Value$3.8K (+$3.5K)
Filed 2026-10-23
CX Institutional
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$4 (+$1)
Filed 2026-10-02
Highland Investment Advisors LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$3.4K (+$305)
Filed 2026-11-09
Central Trust Co
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$3.3K (+$293)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.2K (+$291)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares117 from 116
Change+1 (+1%)
Value$3.0K (+$304)
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares116 from 53
Change+63 (+119%)
Value$3.0K (+$1.8K)
Filed 2026-10-20
Smithfield Trust Co
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$3 ($0)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$2.7K (+$247)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$2.6K (+$231)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares97 from 117
Change-20 (-17%)
Value$2.5K (-$246)
Filed 2026-10-08
Country Trust Bank
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$2.3K (+$203)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$2.2K (+$198)
Filed 2026-10-15
Monetary Solutions, Ltd
INCREASED
Shares82 from 51
Change+31 (+61%)
Value$2.1K (+$922)
Filed 2026-10-22
Bfsg, LLC
NEW
Shares80
Change+80
Value$2.1K
Filed 2026-10-30
Noble Wealth Management PBC
INCREASED
Shares71 from 19
Change+52 (+274%)
Value$1.8K (+$1.4K)
Filed 2026-10-01
Inspire Investing, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.5K (+$152)
Filed 2026-10-22
Addison Advisors LLC
NEW
Shares49
Change+49
Value$1.3K
Filed 2026-11-06
Grove Bank & Trust
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.0K (+$93)
Filed 2026-10-08
Godsey & Gibb, Inc
NEW
Shares36
Change+36
Value$933
Filed 2026-10-14
Nvest Wealth Strategies, Inc.
INCREASED
Shares34 from 17
Change+17 (+100%)
Value$882 (+$481)
Filed 2026-10-14
Abound Wealth Management
DECREASED
Shares31 from 45
Change-14 (-31%)
Value$804 (-$258)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares28
Change+28
Value$725
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares28
Change+28
Value$726
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$545 (+$26)
Filed 2026-10-16
StrongBox Wealth, LLC
NEW
Shares20
Change+20
Value$518
Filed 2026-11-02
Decker Retirement Planning Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$362 (+$32)
Filed 2026-10-19
Trust Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$26 (+$2)
Filed 2026-10-09
Myriad Asset Management Advisors LLC
CLOSED
Shares0 from 82,080
Change-82,080 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 76,263
Change-76,263 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 33,526
Change-33,526 (-100%)
Value$0 (-$790.5K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,737
Change-1,737 (-100%)
Value$0 (-$45.3K)
Filed 2026-10-16
Wellington Grp LLC
CLOSED
Shares0 from 1,104
Change-1,104 (-100%)
Value$0 (-$21.8K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$15.8K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-04
Whipplewood Advisors, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
IFG Advisory, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-09
Dogwood Wealth Management LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Golden State Wealth Management, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-02
Asset Dedication, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$12 (+$2)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 25,112,524
Change-25,112,524 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,937,223
Change-13,937,223 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,814,662
Change-10,814,662 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,854,802
Change-7,854,802 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,158,454
Change-6,158,454 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,831,212
Change-3,831,212 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,493,982
Change-3,493,982 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,263,530
Change-2,263,530 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,146,202
Change-2,146,202 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,143,555
Change-2,143,555 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,781,736
Change-1,781,736 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,659,962
Change-1,659,962 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,525,928
Change-1,525,928 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,392,610
Change-1,392,610 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,340,654
Change-1,340,654 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,244,470
Change-1,244,470 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,023,572
Change-1,023,572 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,022,557
Change-1,022,557 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 812,854
Change-812,854 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 791,559
Change-791,559 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 765,357
Change-765,357 (-100%)
Value—
UBS Group AG
N/A
Shares— from 733,542
Change-733,542 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 677,598
Change-677,598 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 628,286
Change-628,286 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 597,092
Change-597,092 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 570,629
Change-570,629 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 493,964
Change-493,964 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 478,697
Change-478,697 (-100%)
Value—
Boston Partners
N/A
Shares— from 468,247
Change-468,247 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 456,612
Change-456,612 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 450,625
Change-450,625 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 446,780
Change-446,780 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 439,633
Change-439,633 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 437,164
Change-437,164 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 414,866
Change-414,866 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 408,740
Change-408,740 (-100%)
Value—
&partners
N/A
Shares— from 366,043
Change-366,043 (-100%)
Value—
Allianz SE
N/A
Shares— from 324,970
Change-324,970 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 288,600
Change-288,600 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 266,254
Change-266,254 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 260,095
Change-260,095 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 258,736
Change-258,736 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 252,927
Change-252,927 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 249,596
Change-249,596 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 249,369
Change-249,369 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 231,955
Change-231,955 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 204,401
Change-204,401 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 196,100
Change-196,100 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 188,474
Change-188,474 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 175,094
Change-175,094 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 173,711
Change-173,711 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 172,721
Change-172,721 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 163,083
Change-163,083 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 162,467
Change-162,467 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 159,544
Change-159,544 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 155,052
Change-155,052 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 149,157
Change-149,157 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 143,600
Change-143,600 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 141,675
Change-141,675 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 137,775
Change-137,775 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 134,555
Change-134,555 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 127,667
Change-127,667 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 123,552
Change-123,552 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 112,556
Change-112,556 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 111,339
Change-111,339 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 109,279
Change-109,279 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 106,929
Change-106,929 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 106,210
Change-106,210 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 103,811
Change-103,811 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 97,721
Change-97,721 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 94,049
Change-94,049 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 92,822
Change-92,822 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 92,438
Change-92,438 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 91,502
Change-91,502 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 82,753
Change-82,753 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 82,093
Change-82,093 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 81,755
Change-81,755 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 78,578
Change-78,578 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 77,486
Change-77,486 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 76,206
Change-76,206 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 76,040
Change-76,040 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 75,546
Change-75,546 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 70,456
Change-70,456 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 67,070
Change-67,070 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 66,638
Change-66,638 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 65,517
Change-65,517 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 65,381
Change-65,381 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 65,381
Change-65,381 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 62,091
Change-62,091 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,949
Change-60,949 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 59,684
Change-59,684 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 53,857
Change-53,857 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 48,673
Change-48,673 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 47,905
Change-47,905 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 46,764
Change-46,764 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 45,842
Change-45,842 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 44,436
Change-44,436 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 44,373
Change-44,373 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 43,997
Change-43,997 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41,927
Change-41,927 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 41,855
Change-41,855 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 41,381
Change-41,381 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 41,214
Change-41,214 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 40,757
Change-40,757 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 39,951
Change-39,951 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 36,899
Change-36,899 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 35,379
Change-35,379 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 34,759
Change-34,759 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 32,905
Change-32,905 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 32,798
Change-32,798 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 31,503
Change-31,503 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 30,744
Change-30,744 (-100%)
Value—
Calydon Capital
N/A
Shares— from 29,475
Change-29,475 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 29,009
Change-29,009 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 28,651
Change-28,651 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 28,562
Change-28,562 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 28,102
Change-28,102 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 27,125
Change-27,125 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 25,657
Change-25,657 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 25,309
Change-25,309 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,010
Change-25,010 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 24,538
Change-24,538 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,945
Change-23,945 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 23,919
Change-23,919 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 23,684
Change-23,684 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,250
Change-23,250 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 23,155
Change-23,155 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 22,540
Change-22,540 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 21,689
Change-21,689 (-100%)
Value—
EWA, LLC
N/A
Shares— from 20,065
Change-20,065 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 18,146
Change-18,146 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 18,002
Change-18,002 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 17,674
Change-17,674 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 16,388
Change-16,388 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 16,039
Change-16,039 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 15,802
Change-15,802 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 15,076
Change-15,076 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,799
Change-14,799 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 14,642
Change-14,642 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 13,993
Change-13,993 (-100%)
Value—
State Street Corp
N/A
Shares— from 13,954
Change-13,954 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 13,694
Change-13,694 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 13,611
Change-13,611 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,484
Change-13,484 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 13,299
Change-13,299 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 13,124
Change-13,124 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 12,577
Change-12,577 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,438
Change-12,438 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,285
Change-12,285 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,223
Change-12,223 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,176
Change-12,176 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,952
Change-11,952 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 11,877
Change-11,877 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 11,407
Change-11,407 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 11,256
Change-11,256 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,911
Change-10,911 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,240
Change-9,240 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,017
Change-9,017 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,745
Change-8,745 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,546
Change-8,546 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,908
Change-7,908 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 874
Change-874 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 618
Change-618 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 470
Change-470 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 250
Change-250 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 202
Change-202 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 134
Change-134 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 91
Change-91 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 74
Change-74 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 47
Change-47 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19
Change-19 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED6,510,7456,291,379+219,366+3%$148.4M$168.7M+$20.3M2026-11-06
Dimensional Fund Advisors LP
DECREASED3,127,1253,139,702-12,5770%$74.0M$81.0M+$7.0M2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED1,599,9151,709,700-109,785-6%$40.3M$41.5M+$1.1M2026-10-05
Creative Planning
INCREASED954,982883,657+71,325+8%$20.8M$24.7M+$3.9M2026-11-02
Bank of New York Mellon Corp
INCREASED827,942781,157+46,785+6%$18.4M$21.5M+$3.0M2026-11-05
Calamos Advisors LLC
DECREASED799,550802,736-3,1860%$18.9M$20.7M+$1.8M2026-11-02
Anderson Hoagland & Co
DECREASED601,549717,018-115,469-16%$16.9M$14.5M-$2.4M2026-10-23
LPL Financial LLC
INCREASED546,424500,370+46,054+9%$11.8M$14.2M+$2.4M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED539,085540,271-1,1860%$13.0M$13.6M+$634.5K2026-11-04
Ethic Inc.
INCREASED475,546461,574+13,972+3%$10.9M$12.3M+$1.4M2026-11-03
Crossmark Global Holdings, Inc.
DECREASED444,318476,543-32,225-7%$11.2M$11.5M+$275.4K2026-10-21
Assetmark, Inc
INCREASED382,038317,252+64,786+20%$7.5M$9.9M+$2.4M2026-10-21
Russell Investments Group, Ltd.
INCREASED371,168238,293+132,875+56%$5.6M$9.6M+$4.0M2026-11-06
US Bancorp \de\
INCREASED369,716329,155+40,561+12%$7.8M$9.6M+$1.8M2026-11-05
Moran Wealth Management, LLC
INCREASED347,144336,966+10,178+3%$7.9M$9.0M+$1.0M2026-10-22
Eagle Global Advisors LLC
UNCHANGED320,000320,00000%$7.5M$8.3M+$745.6K2026-11-02
Vise Technologies, Inc.
INCREASED288,665248,161+40,504+16%$5.9M$7.5M+$1.6M2026-10-29
Quadrant Capital Group LLC
INCREASED281,549280,724+825+0%$6.6M$7.1M+$478.4K2026-10-20
Augustine Asset Management Inc
DECREASED259,581262,517-2,936-1%$6.2M$6.7M+$535.6K2026-10-13
Gradient Investments LLC
DECREASED244,002251,341-7,339-3%$5.9M$6.3M+$395.5K2026-10-08
Citigroup Inc
DECREASED240,741242,046-1,305-1%$5.7M$6.2M+$530.2K2026-11-04
Signaturefd, LLC
INCREASED238,583235,552+3,031+1%$5.6M$6.2M+$627.4K2026-10-23
Factory Mutual Insurance Co
UNCHANGED230,432230,43200%$5.4M$6.0M+$536.9K2026-10-30
PNC Financial Services Group, Inc.
INCREASED228,824211,424+17,400+8%$5.0M$5.9M+$943.5K2026-11-06
Calamos Wealth Management LLC
INCREASED226,944206,378+20,566+10%$4.9M$5.9M+$1.0M2026-11-02
Gilman Hill Asset Management, LLC
INCREASED212,179211,570+609+0%$5.0M$5.5M+$508.7K2026-10-13
Triasima Portfolio Management inc.
NEW176,975—+176,975——$4.6M—2026-10-15
LEE Johnson Capital Management, LLC
INCREASED167,539163,993+3,546+2%$3.9M$4.3M+$474.0K2026-11-09
Park Avenue Securities LLC
INCREASED166,375165,726+649+0%$3.9M$4.3K-$3.9M2026-10-26
Evergreen Capital Management LLC
DECREASED146,693148,899-2,206-1%$3.5M$3.8M+$289.8K2026-10-23
Ritholtz Wealth Management
INCREASED144,792139,625+5,167+4%$3.3M$3.8M+$459.2K2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED130,013138,754-8,741-6%$3.3M$3.4M+$96.8K2026-10-30
Pekin Hardy Strauss, Inc.
INCREASED129,725126,375+3,350+3%$3.0M$3.4M+$381.3K2026-11-02
Prospera Financial Services Inc
INCREASED127,36535,565+91,800+258%$838.6K$3.1M+$2.2M2026-11-04
Compound Planning, Inc.
INCREASED123,716123,073+643+1%$2.9M$3.2M+$303.4K2026-11-09
Diversify Advisory Services, LLC
INCREASED122,379116,391+5,988+5%$3.1M$3.0M-$35.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED122,379116,391+5,988+5%$3.1M$3.0M-$35.6K2026-10-20
Greenleaf Trust
DECREASED120,094131,754-11,660-9%$3.1M$3.1M+$4.9K2026-10-29
Aaron Wealth Advisors LLC
INCREASED102,127101,462+665+1%$2.4M$2.6M+$253.6K2026-10-13
Keybank National Association
INCREASED97,22095,804+1,416+1%$2.3M$2.5M+$259.9K2026-11-04
Barclays PLC
INCREASED89,3875,823+83,564+1435%$137.3K$2.3M+$2.2M2026-11-06
CIBC Asset Management Inc
DECREASED86,591102,614-16,023-16%$2.3M$2.2M-$88.8K2026-11-05
Capricorn Fund Managers Ltd
NEW84,500—+84,500——$2.2M—2026-11-03
Choreo, LLC
INCREASED82,86481,395+1,469+2%$1.9M$2.1M+$227.7K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED79,64880,785-1,137-1%$1.9M$2.1M+$154.4K2026-11-05
Savant Capital, LLC
INCREASED77,35254,021+23,331+43%$1.2M$2.0M+$822.2K2026-11-06
Lockheed Martin Investment Management Co
DECREASED70,57073,870-3,300-4%$1.7M$1.8M+$86.6K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED69,52373,281-3,758-5%$1.7M$1.8M+$73.4K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED67,15450,787+16,367+32%$1.3M$1.7M+$392.4K2026-10-13
Hantz Financial Services, Inc.
INCREASED59,94250,386+9,556+19%$1.2M$1.6K-$1.2M2026-11-09
Parallel Advisors, LLC
INCREASED59,09958,138+961+2%$1.4M$1.5M+$160.4K2026-11-03
Themes Management Co LLC
INCREASED58,99941,750+17,249+41%$984.5K$1.5M+$544.2K2026-10-29
Atria Investments, Inc
DECREASED57,21261,156-3,944-6%$1.4M$1.5M+$40.3K2026-10-15
Farther Finance Advisors, LLC
INCREASED57,20252,124+5,078+10%$1.2M$1.5M+$252.8K2026-10-08
Bank of Montreal
DECREASED56,139486,147-430,008-88%$11.5M$1.5M-$10.0M2026-11-09
HB Wealth Management, LLC
INCREASED54,85451,663+3,191+6%$1.2M$1.4M+$203.1K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED50,59270,106-19,514-28%$1.7M$1.3M-$342.3K2026-10-27
PDS Planning, Inc
DECREASED50,56550,641-760%$1.2M$1.3M+$116.0K2026-11-03
AdvisorShares Investments LLC
DECREASED49,92254,800-4,878-9%$1.3M$1.3M+$1.3K2026-11-09
Truist Financial Corp
INCREASED48,84646,543+2,303+5%$1.1M$1.3M+$168.1K2026-10-30
Gamma Investing LLC
INCREASED46,37142,429+3,942+9%$1.0M$1.2M+$201.0K2026-10-08
Legacy Wealth Asset Management, LLC
INCREASED46,28641,147+5,139+12%$970.2K$1.2M+$229.0K2026-10-09
Versant Capital Management, Inc
INCREASED45,37443,849+1,525+3%$1.0M$1.2M+$141.7K2026-10-02
Louisbourg Investments Inc.
UNCHANGED44,65244,65200%$1.1M$1.2M+$104.0K2026-10-20
Mission Wealth Management, LP
DECREASED42,64059,019-16,379-28%$1.4M$1.1M-$286.9K2026-10-15
Pzena Investment Management LLC
INCREASED40,29737,322+2,975+8%$880.1K$1.0M+$164.0K2026-10-30
Kathmere Capital Management, LLC
INCREASED38,38534,301+4,084+12%$808.8K$994.6K+$185.7K2026-10-20
Lido Advisors, LLC
INCREASED38,25434,708+3,546+10%$828.1K$991.2K+$163.1K2026-11-04
Merit Financial Group, LLC
INCREASED38,24736,244+2,003+6%$854.6K$991.0K+$136.3K2026-11-06
Abel Hall, LLC
INCREASED36,55336,491+62+0%$860.5K$947.1K+$86.6K2026-10-19
Highland Capital Management, LLC
NEW36,270—+36,270——$939.8K—2026-10-26
Cordatus Wealth Management LLC
INCREASED35,80635,169+637+2%$829.3K$927.7K+$98.4K2026-10-19
Coldstream Capital Management Inc
DECREASED33,85736,691-2,834-8%$871.1K$877.2K+$6.1K2026-11-09
William Blair Investment Management, LLC
DECREASED33,58757,660-24,073-42%$1.4M$870.2K-$489.4K2026-11-06
Sage Rhino Capital LLC
DECREASED32,98534,090-1,105-3%$803.8K$854.6K+$50.8K2026-10-28
Mather Group, Llc.
INCREASED32,75232,661+91+0%$770.1K$848.6K+$78.5K2026-10-14
Sagespring Wealth Partners, LLC
INCREASED32,70830,744+1,964+6%$725.0K$847.5K+$122.5K2026-10-22
Bailard, Inc.
DECREASED32,39535,290-2,895-8%$832.1K$839.4K+$7.2K2026-10-13
TD Waterhouse Canada Inc.
INCREASED32,2986+32,292+538200%$144$817.8K+$817.7K2026-10-16
Tred Avon Family Wealth, LLC
DECREASED31,26531,695-430-1%$747.4K$810.1K+$62.7K2026-10-20
SmartHarvest Portfolios, LLC
INCREASED31,17829,776+1,402+5%$702.1K$807.8K+$105.7K2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED29,49632,865-3,369-10%$775.0K$764.2K-$10.7K2026-10-27
Trust Point Inc.
INCREASED28,37325,437+2,936+12%$599.8K$735.1K+$135.3K2026-10-27
Burns Matteson Capital Management, LLC
INCREASED27,45727,310+147+1%$644.0K$711.4K+$67.4K2026-10-16
Traveka Wealth, LLC
INCREASED27,15426,630+524+2%$627.9K$703.6K+$75.6K2026-10-19
Kestra Advisory Services, LLC
INCREASED25,69617,975+7,721+43%$423.9K$665.8K+$241.9K2026-11-02
Channing Global Advisors, LLC
DECREASED24,97925,513-534-2%$601.6K$647.2K+$45.6K2026-11-03
Valeo Financial Advisors, LLC
INCREASED24,67822,193+2,485+11%$523.3K$639.4K+$116.1K2026-10-08
Five Oceans Advisors
UNCHANGED24,40524,40500%$575.5K$632.3K+$56.9K2026-10-22
MGO One Seven LLC
DECREASED24,30624,507-201-1%$577.9K$629.8K+$51.9K2026-10-28
J.Safra Asset Management Corp
INCREASED24,11820,702+3,416+17%$488.2K$624.9K+$136.7K2026-11-03
Exchange Traded Concepts, LLC
NEW23,874—+23,874——$618.6K—2026-10-28
Aprio Wealth Management, LLC
INCREASED22,99822,214+784+4%$523.8K$595.9K+$72.1K2026-10-28
55 North Private Wealth, LLC
INCREASED22,75821,764+994+5%$513.2K$589.6K+$76.5K2026-10-20
Xponance LLC
INCREASED22,08718,336+3,751+20%$432.4K$572.3K+$139.9K2026-11-03
Rose Capital Advisors LLC
NEW21,962—+21,962——$569.0K—2026-11-04
Concurrent Investment Advisors, LLC
INCREASED21,71420,141+1,573+8%$474.9K$562.6K+$87.7K2026-10-16
West Family Investments, Inc.
UNCHANGED21,21521,21500%$500.3K$549.7K+$49.4K2026-11-09
Optas, LLC
INCREASED20,79919,385+1,414+7%$457.1K$538.9K+$81.8K2026-11-09
71 West Capital Partners
DECREASED20,30320,397-940%$481.0K$526.1K+$45.1K2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED20,18919,886+303+2%$468.9K$523.1K+$54.2K2026-10-20
Brighton Jones LLC
INCREASED20,11119,175+936+5%$452.2K$521.1K+$68.9K2026-11-03
GC Wealth Management RIA, LLC
DECREASED19,73727,793-8,056-29%$655.4K$511.4K-$144.0K2026-11-02
Drive Wealth Management, LLC
DECREASED19,73023,514-3,784-16%$560.8K$511.2K-$49.6K2026-11-09
Abacus Wealth Partners, LLC
INCREASED19,27718,878+399+2%$445.1K$499.5K+$54.3K2026-11-03
Atlas Capital Advisors Inc.
INCREASED18,89418,547+347+2%$437.3K$15.2K-$422.1K2026-11-09
Greenspring Advisors, LLC
INCREASED18,24717,783+464+3%$419.3K$472.8K+$53.5K2026-11-05
Personal CFO Solutions, LLC
DECREASED18,16020,073-1,913-10%$479.1K$470.5K-$8.6K2026-11-06
First Affirmative Financial Network
NEW18,008—+18,008——$466.6K—2026-10-21
Commonwealth Equity Services, LLC
INCREASED17,92916,803+1,126+7%$396.2K$464.5K+$68.3K2026-11-02
Ascent Group, LLC
INCREASED17,66517,432+233+1%$411.0K$457.7K+$46.7K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED17,37415,476+1,898+12%$364.9K$450.2K+$85.2K2026-10-27
Anchyra Partners LLC
INCREASED17,13515,174+1,961+13%$357.8K$444.0K+$86.2K2026-10-13
Riversedge Advisors, LLC
INCREASED16,26614,936+1,330+9%$352.2K$421.5K+$69.3K2026-10-09
Net Worth Advisory Group
DECREASED16,11222,213-6,101-27%$523.8K$407.3K-$116.5K2026-10-20
Athena Wealth Management, LLC
INCREASED15,45715,378+79+1%$362.6K$400.5K+$37.9K2026-10-09
Csenge Advisory Group
INCREASED14,68914,522+167+1%$342.4K$380.6K+$38.2K2026-11-04
Canopy Partners, LLC
UNCHANGED14,62614,62600%$344.9K$379.0K+$34.1K2026-10-28
UMB Bank, n.a.
DECREASED14,61615,504-888-6%$365.6K$378.7K+$13.1K2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED14,54014,257+283+2%$336.2K$376.7K+$40.6K2026-11-02
Freestone Capital Holdings, LLC
NEW14,500—+14,500——$375.7K—2026-11-09
Apollon Wealth Management, LLC
INCREASED14,22613,223+1,003+8%$311.8K$368.6K+$56.8K2026-10-23
Sowell Financial Services LLC
DECREASED13,87017,025-3,155-19%$401.4K$359.4K-$42.1K2026-10-23
Cromwell Holdings LLC
UNCHANGED13,84113,84100%$329.9K$358.6K+$28.7K2026-10-28
Carter Financial Group, Inc.
NEW13,777—+13,777——$357.0K—2026-10-21
Acorn Creek Capital LLC
DECREASED13,73214,059-327-2%$331.5K$355.8K+$24.3K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED13,56912,385+1,184+10%$292.0K$351.5K+$59.5K2026-11-04
HUB Investment Partners, LLC
INCREASED13,07511,279+1,796+16%$266.0K$338.8K+$72.8K2026-11-03
StoneX Group Inc.
NEW12,877—+12,877——$333.3K—2026-11-03
Sterling Capital Management LLC
DECREASED12,67017,360-4,690-27%$409.3K$328.3K-$81.1K2026-10-22
First Command Advisory Services, Inc.
INCREASED12,384756+11,628+1538%$17.8K$320.9K+$303.0K2026-11-05
Wedmont Private Capital
INCREASED12,26912,111+158+1%$311.7K$310.5K-$1.2K2026-10-09
Intergy Private Wealth, LLC
DECREASED12,21613,304-1,088-8%$313.7K$316.5K+$2.8K2026-10-16
Gallacher Capital Management LLC
DECREASED12,18019,713-7,533-38%$464.8K$315.6K-$149.2K2026-10-30
Syverson Strege & Co
DECREASED11,91411,989-75-1%$282.7K$308.7K+$26.0K2026-11-02
AlTi Global, Inc.
NEW11,582—+11,582——$300.1K—2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED11,54012,451-911-7%$294.0K$299-$293.7K2026-11-02
XXI Wealth, LLC
INCREASED11,43510,804+631+6%$254.8K$296.3K+$41.5K2026-10-22
Brucke Financial, Inc.
INCREASED11,38311,215+168+2%$264.5K$294.9K+$30.5K2026-10-23
Perigon Wealth Management, LLC
DECREASED10,99111,218-227-2%$264.5K$284.8K+$20.3K2026-10-22
Yousif Capital Management, LLC
UNCHANGED10,95710,95700%$258.4K$283.9K+$25.5K2026-10-22
Werba Rubin Papier Wealth Management
INCREASED10,92610,832+94+1%$255.4K$283.1K+$27.7K2026-11-06
Sovran Advisors, LLC
NEW10,769—+10,769——$265.6K—2026-11-02
Angeles Wealth Management, LLC
DECREASED10,75611,349-593-5%$270.2K$278.7K+$8.4K2026-10-26
LVW Advisors, LLC
INCREASED10,6669,132+1,534+17%$215.3K$276.4K+$61.0K2026-10-19
Fiduciary Financial Group, LLC
INCREASED10,4968,577+1,919+22%$202.2K$272.0K+$69.7K2026-10-13
May Hill Capital, LLC
INCREASED10,2779,539+738+8%$224.9K$266.3K+$41.3K2026-11-03
Earned Wealth Advisors, LLC
INCREASED10,0098,907+1,102+12%$210.0K$259.3K+$49.3K2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED10,00910,00900%$236.0K$236.0K$02026-10-15
Oppenheimer & Co Inc
NEW9,959—+9,959——$258.0K—2026-10-26
Clearstead Advisors, LLC
INCREASED9,5469,424+122+1%$222.2K$247.3K+$25.1K2026-11-06
SYM Financial Corp
NEW9,402—+9,402——$243.6K—2026-10-26
Allworth Financial LP
INCREASED9,2567,238+2,018+28%$170.7K$218.3K+$47.6K2026-11-06
Blue Trust, Inc.
DECREASED9,19516,666-7,471-45%$393.0K$238.2K-$154.8K2026-10-15
Klingman & Associates, LLC
INCREASED8,8998,566+333+4%$202.0K$230.6K+$28.6K2026-10-20
Sunpointe, LLC
NEW8,525—+8,525——$220.9K—2026-10-22
Enterprise Financial Services Corp
NEW8,467—+8,467——$219.4K—2026-11-03
D'Orazio & Associates, Inc.
NEW8,462—+8,462——$219.3K—2026-11-04
V-Square Quantitative Management LLC
DECREASED8,3048,709-405-5%$205.4K$215.2K+$9.8K2026-10-15
Crestwood Advisors Group, LLC
NEW8,223—+8,223——$213.1K—2026-10-27
Seven Mile Advisory
NEW8,210—+8,210——$212.7K—2026-10-22
Sapient Capital LLC
NEW8,175—+8,175——$211.8K—2026-10-08
Frank, Rimerman Advisors LLC
NEW8,126—+8,126——$210.5K—2026-10-16
NewSquare Capital LLC
NEW7,839—+7,839——$203.1K—2026-11-06
Ares Financial Consulting, LLC
UNCHANGED5,7675,76700%$136.0K$149.4K+$13.4K2026-10-19
TD Private Client Wealth LLC
INCREASED5,6652,001+3,664+183%$47.2K$146.8K+$99.6K2026-10-28
Harbour Investments, Inc.
INCREASED5,5104,958+552+11%$116.9K$142.8K+$25.8K2026-11-09
Parkside Financial Bank & Trust
INCREASED5,3195,190+129+2%$122.4K$137.8K+$15.4K2026-10-27
Fifth Third Bancorp
INCREASED4,6644,052+612+15%$95.5K$120.8K+$25.3K2026-11-05
Richardson Financial Services Inc.
INCREASED4,4954,246+249+6%$100.1K$116.5K+$16.3K2026-10-30
Owl Creek Wealth Partners LLC
INCREASED4,2033,989+214+5%$94.1K$108.9K+$14.8K2026-10-20
Provenance Wealth Advisors, LLC
NEW3,828—+3,828——$99.2K—2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED3,8273,82700%$90.2K$99.2K+$8.9K2026-10-05
Manchester Capital Management LLC
UNCHANGED3,7523,75200%$88.5K$97.2K+$8.7K2026-10-22
Cape Investment Advisory, Inc.
DECREASED3,7253,819-94-2%$90.1K$96.5K+$6.5K2026-10-13
Larson Financial Group LLC
INCREASED3,4842,207+1,277+58%$52.0K$90.3K+$38.2K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED3,4213,42100%$82.3K$88.6K+$6.4K2026-10-29
James T. Borello RIA
UNCHANGED3,3383,33800%$78.7K$86.5K+$7.8K2026-10-16
Bessemer Group Inc
INCREASED3,3313,169+162+5%$34.0K$87-$34.0K2026-11-09
True Wealth Design, LLC
INCREASED3,1562,925+231+8%$69.0K$81.8K+$12.8K2026-10-13
Geneos Wealth Management Inc.
INCREASED2,74248+2,694+5613%$1.1K$71.0K+$69.9K2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED2,4092,40900%$56.8K$62.4K+$5.6K2026-11-03
Lanark Financial, Inc.
DECREASED2,3352,378-43-2%$56.1K$60.5K+$4.4K2026-10-26
Zions Bancorporation, National Association
DECREASED2,2522,336-84-4%$55.1K$58.3K+$3.3K2026-11-06
Livelsberger Financial Advisory
NEW1,987—+1,987——$51.5K—2026-10-28
Root Financial Partners, LLC
NEW1,721—+1,721——$44.6K—2026-10-21
IFP Advisors, Inc
INCREASED1,7101,626+84+5%$38.3K$44.3K+$6.0K2026-10-16
Ascentis Independent Advisors
NEW1,560—+1,560——$40.4K—2026-11-03
Bayban
UNCHANGED1,5321,53200%$36.1K$36.1K$02026-11-05
Cullen T Bankers, Inc.
INCREASED1,4231,377+46+3%$32.5K$36.9K+$4.4K2026-10-28
Essential Partners LLC
UNCHANGED1,3001,30000%$30.7K$33.7K+$3.0K2026-10-14
West Financial Advisors, LLC
NEW1,290—+1,290——$33.4K—2026-10-22
Highline Wealth Partners LLC
INCREASED1,251902+349+39%$21.3K$32.4K+$11.1K2026-10-19
Private Trust Co NA
INCREASED1,2491,187+62+5%$28.0K$32.4K+$4.4K2026-10-20
Signature Equity Partners, LLC
INCREASED1,1411,135+6+1%$26.8K$29.6K+$2.8K2026-10-29
Bare Financial Services, Inc
INCREASED1,125997+128+13%$23.5K$29.1K+$5.6K2026-11-04
Nisa Investment Advisors, LLC
INCREASED1,091948+143+15%$22.5K$28.3K+$5.8K2026-10-20
SJS Investment Consulting Inc.
DECREASED1,0821,116-34-3%$26.3K$28.0K+$1.7K2026-10-26
Elyxium Wealth, LLC
NEW1,019—+1,019——$26.4K—2026-10-27
Rossby Financial, LCC
INCREASED984854+130+15%$20.1K$25.5K+$5.4K2026-11-05
Financial Consulate, Inc
INCREASED961694+267+38%$16.4K$24.9K+$8.5K2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED92892800%$21.9K$24.0K+$2.2K2026-10-07
Oakworth Capital, Inc.
UNCHANGED92192100%$21.7K$23.9K+$2.1K2026-10-26
Albion Financial Group
INCREASED798644+154+24%$15.2K$20.7K+$5.5K2026-10-21
Ascentis Wealth Management, LLC
INCREASED778566+212+37%$13.3K$20.2K+$6.8K2026-11-03
Jacobi Capital Management LLC
NEW760—+760——$19.7K—2026-11-05
Silver Grove Financial Group, Inc.
DECREASED748893-145-16%$21.0K$19.4K-$1.7K2026-11-05
Cheviot Value Management, LLC
UNCHANGED72872800%$17.2K$18.9K+$1.7K2026-11-09
Financial Management Professionals, Inc.
DECREASED7021,141-439-38%$27.3K$18.2K-$9.1K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED664433+231+53%$10.2K$17.2K+$7.0K2026-10-20
PFS Partners, LLC
INCREASED651648+3+0%$15.3K$16.9K+$1.6K2026-10-21
Acumen Wealth Advisors, LLC
UNCHANGED61661600%$14.5K$16.0K+$1.4K2026-11-05
Acadian Asset Management LLC
NEW579—+579——$15—2026-11-09
WPG Advisers, LLC
DECREASED556580-24-4%$13.7K$14.4K+$7302026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED53353300%$12.6K$13.8K+$1.2K2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED51913,845-13,326-96%$326.5K$13.4K-$313.0K2026-10-29
City State Bank
NEW488—+488——$12.6K—2026-10-20
Proathlete Wealth Management LLC
NEW474—+474——$12.3K—2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED47247200%$11.1K$12.2K+$1.1K2026-10-16
UMB Private Wealth Management, LLC
NEW450—+450——$11.7K—2026-10-19
Arlington Trust Co LLC
UNCHANGED44644600%$10.5K$11.6K+$1.0K2026-10-20
Triumph Capital Management
INCREASED412393+19+5%$9.3K$10.7K+$1.4K2026-10-14
Jnba Financial Advisors
INCREASED389361+28+8%$8.5K$10.1K+$1.6K2026-11-03
Bell Investment Advisors, Inc
UNCHANGED38438400%$9.1K$10.0K+$8952026-10-29
Spire Wealth Management
UNCHANGED37737700%$8.9K$9.8K+$8782026-10-30
Retirement Wealth Solutions LLC
UNCHANGED31331300%$7.4K$8.1K+$7292026-10-07
Creative Financial Designs Inc
UNCHANGED31131100%$7.3K$8.1K+$7252026-11-04
Planning Strategies Inc.
NEW301—+301——$7.8K—2026-10-02
Trust Co of Vermont
NEW284—+284——$7.4K—2026-10-21
Park Square Financial Group, LLC
UNCHANGED27427400%$6.5K$7.1K+$6382026-11-09
Gleason Group, Inc.
UNCHANGED26526500%$6.2K$6.9K+$6172026-10-15
Burk Holdings LLC
UNCHANGED25525500%$6.0K$6.6K+$5942026-11-05
MV Capital Management, Inc.
UNCHANGED25225200%$5.9K$6.5K+$5872026-10-29
Clean Yield Group
UNCHANGED25025000%$5.9K$6.5K+$5832026-10-28
American Capital Advisory, LLC
UNCHANGED24824800%$5.8K$6.4K+$5782026-10-28
City Holding Co
UNCHANGED24424400%$5.8K$6.3K+$5682026-10-19
Independence Bank of Kentucky
UNCHANGED22522500%$5.3K$5.8K+$5242026-10-26
Motco
UNCHANGED22022000%$5.2K$5.7K+$5122026-11-09
Nfsg Corp
DECREASED197393-196-50%$9.3K$5.1K-$4.2K2026-10-15
Nemes Rush Group LLC
UNCHANGED15115100%$3.6K$3.9K+$3512026-11-04
Quent Capital, LLC
UNCHANGED15015000%$3.5K$3.5K-$402026-11-09
Wilmington Savings Fund Society, FSB
INCREASED14511+134+1218%$259$3.8K+$3.5K2026-10-23
CX Institutional
UNCHANGED14214200%$3$4+$12026-10-02
Highland Investment Advisors LLC
UNCHANGED13113100%$3.1K$3.4K+$3052026-11-09
Central Trust Co
UNCHANGED12612600%$3.0K$3.3K+$2932026-11-05
Elevated Capital Advisors, LLC
UNCHANGED12512500%$2.9K$3.2K+$2912026-11-04
Archer Investment Corp
INCREASED117116+1+1%$2.7K$3.0K+$3042026-11-05
Breakwater Investment Management
INCREASED11653+63+119%$1.3K$3.0K+$1.8K2026-10-20
Smithfield Trust Co
UNCHANGED11211200%$3$3$02026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED10610600%$2.5K$2.7K+$2472026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED999900%$2.3K$2.6K+$2312026-10-28
CoreCap Advisors, LLC
DECREASED97117-20-17%$2.8K$2.5K-$2462026-10-08
Country Trust Bank
UNCHANGED878700%$2.1K$2.3K+$2032026-10-30
GHP Investment Advisors, Inc.
UNCHANGED858500%$2.0K$2.2K+$1982026-10-15
Monetary Solutions, Ltd
INCREASED8251+31+61%$1.2K$2.1K+$9222026-10-22
Bfsg, LLC
NEW80—+80——$2.1K—2026-10-30
Noble Wealth Management PBC
INCREASED7119+52+274%$448$1.8K+$1.4K2026-10-01
Inspire Investing, LLC
UNCHANGED595900%$1.4K$1.5K+$1522026-10-22
Addison Advisors LLC
NEW49—+49——$1.3K—2026-11-06
Grove Bank & Trust
UNCHANGED404000%$943$1.0K+$932026-10-08
Godsey & Gibb, Inc
NEW36—+36——$933—2026-10-14
Nvest Wealth Strategies, Inc.
INCREASED3417+17+100%$401$882+$4812026-10-14
Abound Wealth Management
DECREASED3145-14-31%$1.1K$804-$2582026-10-26
Center for Financial Planning, Inc.
NEW28—+28——$725—2026-10-26
Gilpin Wealth Management, LLC
NEW28—+28——$726—2026-10-09
Mosley Wealth Management
UNCHANGED222200%$519$545+$262026-10-16
StrongBox Wealth, LLC
NEW20—+20——$518—2026-11-02
Decker Retirement Planning Inc.
UNCHANGED141400%$330$362+$322026-10-19
Trust Co
UNCHANGED1100%$24$26+$22026-10-09
Myriad Asset Management Advisors LLC
CLOSED082,080-82,080-100%$1.9M$0-$1.9M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED076,263-76,263-100%$1.8M$0-$1.8M2026-10-16
Jefferies Financial Group Inc.
CLOSED033,526-33,526-100%$790.5K$0-$790.5K2026-11-05
Cornerstone Planning Group LLC
CLOSED01,737-1,737-100%$45.3K$0-$45.3K2026-10-16
Wellington Grp LLC
CLOSED01,104-1,104-100%$21.8K$0-$21.8K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0670-670-100%$15.8K$0-$15.8K2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED0271-271-100%$6.4K$0-$6.4K2026-11-04
Whipplewood Advisors, LLC
CLOSED0174-174-100%$4.1K$0-$4.1K2026-10-20
Stone House Investment Management, LLC
CLOSED071-71-100%$1.7K$0-$1.7K2026-10-23
IFG Advisory, LLC
CLOSED069-69-100%$1.6K$0-$1.6K2026-11-09
Dogwood Wealth Management LLC
CLOSED067-67-100%$1.6K$0-$1.6K2026-11-09
Cassaday & Co Wealth Management LLC
CLOSED064-64-100%$1.5K$0-$1.5K2026-10-27
Halbert Hargrove Global Advisors, LLC
CLOSED062-62-100%$1.5K$0-$1.5K2026-10-16
Golden State Wealth Management, LLC
CLOSED058-58-100%$1.4K$0-$1.4K2026-11-02
Asset Dedication, LLC
CLOSED046-46-100%$1.1K$0-$1.1K2026-11-03
Kingdom Financial Group Llc.
UNCHANGED000—$10$12+$22026-11-04
Morgan Stanley
N/A—25,112,524-25,112,524-100%$592.2M———
FMR LLC
N/A—13,937,223-13,937,223-100%$328.6M———
Goldman Sachs Group Inc
N/A—10,814,662-10,814,662-100%$255.0M———
BlackRock, Inc.
N/A—7,854,802-7,854,802-100%$185.2M———
Northern Trust Corp
N/A—6,158,454-6,158,454-100%$145.2M———
Clark Capital Management Group, Inc.
N/A—3,831,212-3,831,212-100%$90.3M———
American Century Companies Inc
N/A—3,493,982-3,493,982-100%$82.4M———
Envestnet Asset Management Inc
N/A—2,263,530-2,263,530-100%$53.4M———
Wells Fargo & Company
N/A—2,146,202-2,146,202-100%$50.6M———
Quantinno Capital Management LP
N/A—2,143,555-2,143,555-100%$50.5M———
Bank of America Corp
N/A—1,781,736-1,781,736-100%$42.0M———
Capital Wealth Planning, LLC
N/A—1,659,962-1,659,962-100%$39.1M———
JPMorgan Chase & Co
N/A—1,525,928-1,525,928-100%$36.2M———
Causeway Capital Management LLC
N/A—1,392,610-1,392,610-100%$32.8M———
AQR Capital Management LLC
N/A—1,340,654-1,340,654-100%$31.6M———
Charles Schwab Investment Management Inc
N/A—1,244,470-1,244,470-100%$29.3M———
Renaissance Technologies LLC
N/A—1,023,572-1,023,572-100%$24.1M———
Massachusetts Financial Services Co
N/A—1,022,557-1,022,557-100%$24.1M———
Natixis Advisors, LLC
N/A—812,854-812,854-100%$19.2M———
O'shaughnessy Asset Management, LLC
N/A—791,559-791,559-100%$18.7M———
Royal Bank of Canada
N/A—765,357-765,357-100%$18.0M———
UBS Group AG
N/A—733,542-733,542-100%$17.3M———
CCM Investment Advisers LLC
N/A—677,598-677,598-100%$16.0M———
Invesco Ltd.
N/A—628,286-628,286-100%$14.8M———
Pathstone Holdings, LLC
N/A—597,092-597,092-100%$14.1M———
Stifel Financial Corp
N/A—570,629-570,629-100%$13.5M———
Cerity Partners LLC
N/A—493,964-493,964-100%$11.6M———
Mariner, LLC
N/A—478,697-478,697-100%$11.3M———
Boston Partners
N/A—468,247-468,247-100%$11.1M———
Westfield Capital Management Co LP
N/A—456,612-456,612-100%$10.8M———
Raymond James Financial Inc
N/A—450,625-450,625-100%$10.6M———
Ramirez Asset Management, Inc.
N/A—446,780-446,780-100%$10.5M———
SEI Investments Co
N/A—439,633-439,633-100%$10.4M———
CIBC World Market Inc.
N/A—437,164-437,164-100%$10.3M———
Federated Hermes, Inc.
N/A—414,866-414,866-100%$9.8M———
QRG Capital Management, Inc.
N/A—408,740-408,740-100%$9.6M———
&partners
N/A—366,043-366,043-100%$8.6M———
Allianz SE
N/A—324,970-324,970-100%$7.7M———
Cetera Investment Advisers
N/A—288,600-288,600-100%$6.8M———
Callan Family Office, LLC
N/A—266,254-266,254-100%$6.3M———
Vident Advisory, LLC
N/A—260,095-260,095-100%$6.1M———
MML Investors Services, LLC
N/A—258,736-258,736-100%$6.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—252,927-252,927-100%$6.0M———
Ameriprise Financial Inc
N/A—249,596-249,596-100%$5.9M———
HighTower Advisors, LLC
N/A—249,369-249,369-100%$5.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—231,955-231,955-100%$5.5M———
Vanguard Personalized Indexing Management, LLC
N/A—204,401-204,401-100%$4.8M———
Voloridge Investment Management, LLC
N/A—196,100-196,100-100%$4.6M———
First Trust Advisors LP
N/A—188,474-188,474-100%$4.4M———
Mercer Global Advisors Inc
N/A—175,094-175,094-100%$4.1M———
Jones Financial Companies Lllp
N/A—173,711-173,711-100%$4.1M———
Naviter Wealth, LLC
N/A—172,721-172,721-100%$4.1M———
Susquehanna International Group, LLP
N/A—163,083-163,083-100%$3.8M———
IEQ Capital, LLC
N/A—162,467-162,467-100%$3.8M———
Neuberger Berman Group LLC
N/A—159,544-159,544-100%$3.8M———
Nuveen, LLC
N/A—155,052-155,052-100%$3.7M———
Caprock Group, LLC
N/A—149,157-149,157-100%$3.6M———
Barometer Capital Management Inc.
N/A—143,600-143,600-100%$3.4M———
Advisors Asset Management, Inc.
N/A—141,675-141,675-100%$3.3M———
Captrust Financial Advisors
N/A—137,775-137,775-100%$3.2M———
UBS Asset Management Americas LLC
N/A—134,555-134,555-100%$3.2M———
BTC Capital Management, Inc.
N/A—127,667-127,667-100%$3.0M———
Rhumbline Advisers
N/A—123,552-123,552-100%$2.9M———
Focus Partners Wealth
N/A—112,556-112,556-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—111,339-111,339-100%$2.6M———
Sequoia Financial Advisors, LLC
N/A—109,279-109,279-100%$2.6M———
Ninepoint Partners LP
N/A—106,929-106,929-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—106,210-106,210-100%$2.5M———
Alliancebernstein L.P.
N/A—103,811-103,811-100%$2.1M———
Vestmark Advisory Solutions, Inc.
N/A—97,721-97,721-100%$2.3M———
DJE Kapital AG
N/A—94,049-94,049-100%$3.7M———
Principal Securities, Inc.
N/A—92,822-92,822-100%$2.2M———
United Capital Financial Advisors, LLC
N/A—92,438-92,438-100%$2.2M———
Dorsey Wright & Associates
N/A—91,502-91,502-100%$2.2M———
Alphadyne Asset Management LP
N/A—82,753-82,753-100%$2.0M———
Ballentine Partners, LLC
N/A—82,093-82,093-100%$1.9M———
HRT Financial LP
N/A—81,755-81,755-100%$1.9M———
M&T Bank Corp
N/A—78,578-78,578-100%$1.9M———
Dorsey & Whitney Trust Co LLC
N/A—77,486-77,486-100%$1.8M———
Millennium Management LLC
N/A—76,206-76,206-100%$1.8M———
Smartleaf Asset Management LLC
N/A—76,040-76,040-100%$1.8M———
Sivia Capital Partners, LLC
N/A—75,546-75,546-100%$1.8M———
Franklin Resources Inc
N/A—70,456-70,456-100%$1.7M———
1832 Asset Management L.P.
N/A—67,070-67,070-100%$1.6M———
BNP Paribas Financial Markets
N/A—66,638-66,638-100%$1.6M———
Summit Trail Advisors, LLC
N/A—65,517-65,517-100%$1.5M———
New York State Common Retirement Fund
N/A—65,381-65,381-100%$1.5M———
Integrated Quantitative Investments LLC
N/A—65,381-65,381-100%$1.5M———
Global Retirement Partners, LLC
N/A—62,091-62,091-100%$1.5M———
Osaic Holdings, Inc.
N/A—60,949-60,949-100%$1.4M———
Dynasty Wealth Management, LLC
N/A—59,684-59,684-100%$1.4M———
Walleye Capital LLC
N/A—53,857-53,857-100%$1.3M———
Summit Financial, LLC
N/A—48,673-48,673-100%$1.2M———
Limestone Investment Advisors LP
N/A—47,905-47,905-100%$1.1M———
Storgate, LLC
N/A—46,764-46,764-100%$1.1M———
Ellevest, Inc.
N/A—45,842-45,842-100%$1.1M———
Glenmede Trust Co NA
N/A—44,436-44,436-100%$1.0M———
Dakota Wealth Management
N/A—44,373-44,373-100%$1.0M———
Checchi Capital Advisers, LLC
N/A—43,997-43,997-100%$1.0M———
Arax Advisory Partners
N/A—41,927-41,927-100%$988.7K———
Venturi Wealth Management, LLC
N/A—41,855-41,855-100%$986.9K———
Syon Capital LLC
N/A—41,381-41,381-100%$975.8K———
Jane Street Group, LLC
N/A—41,214-41,214-100%$971.8K———
Flatrock Wealth Partners LLC
N/A—40,757-40,757-100%$972.8K———
NewEdge Wealth, LLC
N/A—39,951-39,951-100%$942.0K———
Sanctuary Advisors, LLC
N/A—36,899-36,899-100%$870.1K———
RNC Capital Management LLC
N/A—35,379-35,379-100%$834.2K———
Flputnam Investment Management Co
N/A—34,759-34,759-100%$819.6K———
Bleakley Financial Group, LLC
N/A—32,905-32,905-100%$775.9K———
Westwood Holdings Group Inc
N/A—32,798-32,798-100%$773.4K———
Lazard Asset Management LLC
N/A—31,503-31,503-100%$742.8K———
GeoWealth Management, LLC
N/A—30,744-30,744-100%$724.9K———
Calydon Capital
N/A—29,475-29,475-100%$695.0K———
Gateway Wealth Partners, LLC
N/A—29,009-29,009-100%$684.0K———
Schroder Investment Management Group
N/A—28,651-28,651-100%$679.3K———
Chevy Chase Trust Holdings, LLC
N/A—28,562-28,562-100%$673.5K———
Jain Global LLC
N/A—28,102-28,102-100%$662.6K———
Shelton Capital Management
N/A—27,125-27,125-100%$639.6K———
Bridgewater Advisors Inc.
N/A—25,657-25,657-100%$647.8K———
Entropy Technologies, LP
N/A—25,309-25,309-100%$596.8K———
Flow Traders U.S. LLC
N/A—25,010-25,010-100%$590.0K———
Frec Markets, Inc.
N/A—24,538-24,538-100%$578.6K———
Integrated Wealth Concepts LLC
N/A—23,945-23,945-100%$564.6K———
Evolve Private Wealth, LLC
N/A—23,919-23,919-100%$564.0K———
EntryPoint Capital, LLC
N/A—23,684-23,684-100%$558.5K———
EP Wealth Advisors, LLC
N/A—23,250-23,250-100%$548.2K———
Seeds Investor LLC
N/A—23,155-23,155-100%$546.0K———
Engineers Gate Manager LP
N/A—22,540-22,540-100%$531.5K———
Basecamp Wealth Advisors LLC
N/A—21,689-21,689-100%$511.4K———
EWA, LLC
N/A—20,065-20,065-100%$473.1K———
New Republic Capital, LLC
N/A—18,146-18,146-100%$427.9K———
Modern Wealth Management, LLC
N/A—18,002-18,002-100%$424.5K———
Independent Advisor Alliance
N/A—17,674-17,674-100%$416.8K———
Johnson Investment Counsel Inc
N/A—16,388-16,388-100%$386.4K———
Graham Capital Management, L.P.
N/A—16,039-16,039-100%$378.2K———
Empowered Funds, LLC
N/A—15,802-15,802-100%$372.6K———
Transamerica Financial Advisors, LLC
N/A—15,076-15,076-100%$355.5K———
Beacon Pointe Advisors, LLC
N/A—14,799-14,799-100%$349.0K———
Choate Investment Advisors
N/A—14,642-14,642-100%$345.3K———
BSW Wealth Partners
N/A—13,993-13,993-100%$330.0K———
State Street Corp
N/A—13,954-13,954-100%$333.1K———
Envestnet Portfolio Solutions, Inc.
N/A—13,845-13,845-100%$326.5K———
Cresset Asset Management, LLC
N/A—13,764-13,764-100%$328.3K———
Mattson Financial Services, LLC
N/A—13,694-13,694-100%$354.0K———
Victory Capital Management Inc
N/A—13,611-13,611-100%$320.9K———
MAI Capital Management
N/A—13,484-13,484-100%$319.7K———
Fund Advisors of America Inc
N/A—13,299-13,299-100%$313.6K———
Chilton Investment Co Inc.
N/A—13,124-13,124-100%$309.5K———
Brown Financial Advisors
N/A—12,577-12,577-100%$296.6K———
Steward Partners Investment Advisory, LLC
N/A—12,438-12,438-100%$293.3K———
Focus Partners Advisor Solutions, LLC
N/A—12,285-12,285-100%$289.7K———
Pure Financial Advisors, LLC
N/A—12,223-12,223-100%$288.2K———
Keebeck Wealth Management
N/A—12,176-12,176-100%$288.2K———
World Investment Advisors
N/A—12,066-12,066-100%$248.4K———
Keel Point, LLC
N/A—11,952-11,952-100%$281.8K———
Jackson Thornton Wealth Management, LLC
N/A—11,877-11,877-100%$280.1K———
Coastal Bridge Advisors, LLC
N/A—11,407-11,407-100%$269.0K———
Tranquilli Financial Advisor LLC
N/A—11,256-11,256-100%$265.4K———
NewEdge Advisors, LLC
N/A—10,911-10,911-100%$257.3K———
Rehmann Capital Advisory Group
N/A—9,546-9,546-100%$225.4K———
CIBC Bancorp USA Inc.
N/A—9,240-9,240-100%$217.9K———
Brown Advisory Inc
N/A—9,161-9,161-100%$216.0K———
Pallas Capital Advisors LLC
N/A—9,017-9,017-100%$212.6K———
E Fund Management Co., Ltd.
N/A—8,827-8,827-100%$208.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—8,827-8,827-100%$208.1K———
Brown Brothers Harriman & Co
N/A—8,745-8,745-100%$206.2K———
Wrapmanager Inc
N/A—8,613-8,613-100%$203.1K———
Bruce G. Allen Investments, LLC
N/A—8,546-8,546-100%$201.5K———
BFC Planning, Inc.
N/A—7,908-7,908-100%$186.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,580-7,580-100%$178.7K———
Quantbot Technologies LP
N/A—5,974-5,974-100%$140.9K———
Elequin Capital, LP
N/A—5,105-5,105-100%$120.4K———
Te Ahumairangi Investment Management Ltd
N/A—4,216-4,216-100%$99.4K———
Huntington National Bank
N/A—3,727-3,727-100%$87.9K———
Whittier Trust Co
N/A—2,945-2,945-100%$75.1K———
Rothschild Investment LLC
N/A—2,858-2,858-100%$67.4K———
Northwestern Mutual Wealth Management Co
N/A—2,651-2,651-100%$62.5K———
GW&K Investment Management, LLC
N/A—1,421-1,421-100%$34———
FWL Investment Management, LLC
N/A—1,249-1,249-100%$29.5K———
Continuum Advisory, LLC
N/A—1,201-1,201-100%$28.3K———
Aventura Private Wealth, LLC
N/A—1,193-1,193-100%$28.1K———
JPL Wealth Management, LLC
N/A—937-937-100%$22.1K———
Capital Analysts, LLC
N/A—882-882-100%$21.0K———
SHP Wealth Management
N/A—874-874-100%$20.6K———
Basepoint Wealth LLC
N/A—818-818-100%$19.3K———
HHM Wealth Advisors, LLC
N/A—806-806-100%$19.0K———
Raffa Wealth Management, LLC
N/A—785-785-100%$18.5K———
Steigerwald, Gordon & Koch Inc.
N/A—750-750-100%$17.7K———
Kilter Group LLC
N/A—696-696-100%$16.4K———
Strategic Wealth Partners, Ltd.
N/A—618-618-100%$14.6K———
Synergy Investment Management, LLC
N/A—516-516-100%$12.9K———
BOK Financial Private Wealth, Inc.
N/A—470-470-100%$11.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—422-422-100%$10.0K———
Ameritas Advisory Services, LLC
N/A—345-345-100%$8.1K———
Manning & Napier Advisors LLC
N/A—337-337-100%$8.0K———
LRI Investments, LLC
N/A—332-332-100%$7.8K———
Fiduciary Financial Advisors
N/A—250-250-100%$5.9K———
IMA Advisory Services, Inc.
N/A—248-248-100%$5.8K———
WealthCollab, LLC
N/A—226-226-100%$5.3K———
Ameriflex Group, Inc.
N/A—212-212-100%$5.0K———
Johnson Financial Group, Inc.
N/A—202-202-100%$4.8K———
Beaird Harris Wealth Management, LLC
N/A—164-164-100%$3.9K———
Allied Private Wealth LLC
N/A—162-162-100%$4.1K———
Crewe Advisors LLC
N/A—159-159-100%$3.8K———
Glen Eagle Advisors, LLC
N/A—147-147-100%$3.5K———
National Bank of Canada
N/A—134-134-100%$3.2K———
Private Wealth Asset Management, LLC
N/A—125-125-100%$2.9K———
CVA Family Office, LLC
N/A—115-115-100%$2.7K———
ST Germain D J Co Inc
N/A—91-91-100%$2.1K———
Bogart Wealth, LLC
N/A—88-88-100%$2.1K———
Godfrey Financial Associates, Inc.
N/A—79-79-100%$1.9K———
Marshall Investment Management, LLC
N/A—75-75-100%$1.8K———
MidFirst Bank
N/A—74-74-100%$1.7K———
Caitlin John, LLC
N/A—59-59-100%$1.4K———
PIN OAK Investment Advisors Inc
N/A—59-59-100%$1———
Silicon Valley Capital Partners
N/A—47-47-100%$1.1K———
TD Capital Management LLC
N/A—42-42-100%$980———
Game Plan Financial Advisors, LLC
N/A—30-30-100%$707———
Tower Research Capital LLC (TRC)
N/A—19-19-100%$448———
Financial Gravity Companies, Inc.
N/A—2-2-100%$47———
Showing 505 of 505 institutions