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Takeda Pharmaceutic (TAK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Crossmark Global Holdings, Inc.
DECREASED
Shares761,694 from 783,835
Change-22,141 (-3%)
Value$13.9M (+$1.3M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares708,295 from 584,777
Change+123,518 (+21%)
Value$12.9M (+$3.5M)
Filed 2026-11-02
ABC Arbitrage SA
NEW
Shares564,472
Change+564,472
Value$10.3M
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares436,514 from 365,253
Change+71,261 (+20%)
Value$7.9M (+$2.1M)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares308,078 from 466,714
Change-158,636 (-34%)
Value$5.6M (-$1.9M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares300,375 from 396,457
Change-96,082 (-24%)
Value$5.5M (-$891.4K)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares289,107 from 314,687
Change-25,580 (-8%)
Value$5.3M (+$214.4K)
Filed 2026-10-21
Clean Yield Group
INCREASED
Shares233,245 from 227,988
Change+5,257 (+2%)
Value$4.2M (+$588.1K)
Filed 2026-10-28
Dimensional Fund Advisors LP
INCREASED
Shares209,352 from 157,965
Change+51,387 (+33%)
Value$3.8M (+$1.3M)
Filed 2026-11-04
Catalyst Capital Advisors LLC
INCREASED
Shares200,000 from 192,000
Change+8,000 (+4%)
Value$3.6M (+$560.2K)
Filed 2026-11-02
Carrera Capital Advisors
INCREASED
Shares183,106 from 167,167
Change+15,939 (+10%)
Value$3.3M (+$600.1K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares180,092 from 118,124
Change+61,968 (+52%)
Value$3.3M (+$1.4M)
Filed 2026-10-29
Legacy Wealth Asset Management, LLC
INCREASED
Shares166,666 from 160,171
Change+6,495 (+4%)
Value$3.0M (+$464.1K)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares165,740 from 136,772
Change+28,968 (+21%)
Value$3.0M (+$822.4K)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares136,966 from 81,606
Change+55,360 (+68%)
Value$2.5M (+$1.2M)
Filed 2026-10-20
Gold Investment Management Ltd.
INCREASED
Shares107,610 from 105,849
Change+1,761 (+2%)
Value$2.0M (+$260.7K)
Filed 2026-10-19
Summit Global Investments
INCREASED
Shares89,766 from 89,173
Change+593 (+1%)
Value$1.6K (-$1.4M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares85,800 from 151,441
Change-65,641 (-43%)
Value$1.6M (-$883.4K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares84,001 from 60,395
Change+23,606 (+39%)
Value$1.5M (+$559.8K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares81,176 from 77,725
Change+3,451 (+4%)
Value$1.5M (+$230.7K)
Filed 2026-10-23
Point Nemo Capital, LLC
NEW
Shares79,902
Change+79,902
Value$1.5M
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares73,391
Change+73,391
Value$1.3M
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares70,722 from 71,842
Change-1,120 (-2%)
Value$1.3M (+$134.8K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares61,068 from 48,021
Change+13,047 (+27%)
Value$1.1M (+$335.8K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares56,737 from 43,411
Change+13,326 (+31%)
Value$1.0M (+$336.2K)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
DECREASED
Shares56,607 from 63,829
Change-7,222 (-11%)
Value$1.0M (+$6.5K)
Filed 2026-10-27
Highland Capital Management, LLC
DECREASED
Shares53,550 from 54,700
Change-1,150 (-2%)
Value$974.1K (+$97.2K)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares49,160 from 52,036
Change-2,876 (-6%)
Value$894.2K (+$60.1K)
Filed 2026-10-23
Keybank National Association
INCREASED
Shares48,928 from 27,884
Change+21,044 (+75%)
Value$890.0K (+$443.0K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares48,180 from 52,488
Change-4,308 (-8%)
Value$876.4K (+$35.0K)
Filed 2026-10-26
Probity Advisors, Inc.
INCREASED
Shares47,023 from 46,692
Change+331 (+1%)
Value$855.3K (+$106.9K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares46,926 from 41,957
Change+4,969 (+12%)
Value$853.6K (+$181.0K)
Filed 2026-10-28
Pzena Investment Management LLC
INCREASED
Shares45,310 from 37,820
Change+7,490 (+20%)
Value$824.2K (+$217.9K)
Filed 2026-10-30
Aaron Wealth Advisors LLC
INCREASED
Shares45,101 from 39,649
Change+5,452 (+14%)
Value$820.4K (+$184.8K)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares43,260 from 42,686
Change+574 (+1%)
Value$786.9K (+$102.6K)
Filed 2026-10-02
Park Avenue Securities LLC
DECREASED
Shares41,687 from 44,827
Change-3,140 (-7%)
Value$758 (-$718.2K)
Filed 2026-10-26
Abel Hall, LLC
INCREASED
Shares40,819 from 40,603
Change+216 (+1%)
Value$742.5K (+$91.6K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares38,784 from 34,749
Change+4,035 (+12%)
Value$690.2K (+$110.9K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares37,657 from 31,907
Change+5,750 (+18%)
Value$685.0K (+$173.5K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares30,189 from 81,939
Change-51,750 (-63%)
Value$549 (-$1.3M)
Filed 2026-10-29
SmartHarvest Portfolios, LLC
INCREASED
Shares29,095 from 25,526
Change+3,569 (+14%)
Value$529.2K (+$120.1K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares28,043 from 28,293
Change-250 (-1%)
Value$510.1K (+$56.6K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares27,282 from 22,598
Change+4,684 (+21%)
Value$496.3K (+$134.0K)
Filed 2026-11-02
MPS Loria Financial Planners, LLC
DECREASED
Shares25,704 from 25,746
Change-42 (0%)
Value$467.5K (+$54.8K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares25,420 from 21,332
Change+4,088 (+19%)
Value$462.4K (+$120.5K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares24,967 from 42,964
Change-17,997 (-42%)
Value$454.1K (-$234.6K)
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares22,937 from 23,560
Change-623 (-3%)
Value$417.2K (+$32.3K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares22,486 from 19,934
Change+2,552 (+13%)
Value$409.0K (+$89.5K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares20,542 from 13,597
Change+6,945 (+51%)
Value$373.7K (+$155.7K)
Filed 2026-10-20
SYM Financial Corp
INCREASED
Shares20,293 from 19,133
Change+1,160 (+6%)
Value$369.1K (+$62.4K)
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares19,996 from 16,734
Change+3,262 (+19%)
Value$363.7K (+$95.5K)
Filed 2026-10-30
Focused Alpha, LLC
INCREASED
Shares19,460 from 18,897
Change+563 (+3%)
Value$354.0K (+$51.1K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares18,972 from 15,484
Change+3,488 (+23%)
Value$345.1K (+$96.9K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares18,338 from 16,089
Change+2,249 (+14%)
Value$333.6K (+$75.7K)
Filed 2026-11-04
Vontobel Holding Ltd.
UNCHANGED
Shares17,619 from 17,619
Change0 (0%)
Value$320.5K (+$38.1K)
Filed 2026-10-16
Keenan, LLC
UNCHANGED
Shares17,513 from 17,513
Change0 (0%)
Value$318.6K (+$37.8K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares17,400 from 13,837
Change+3,563 (+26%)
Value$316.5K (+$94.7K)
Filed 2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED
Shares17,323 from 15,044
Change+2,279 (+15%)
Value$315.1K (+$74.0K)
Filed 2026-11-02
Trek Financial, LLC
INCREASED
Shares16,317 from 15,816
Change+501 (+3%)
Value$296.8K (+$43.3K)
Filed 2026-10-29
PDS Planning, Inc
DECREASED
Shares16,129 from 17,116
Change-987 (-6%)
Value$293.4K (+$19.0K)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares15,486 from 17,800
Change-2,314 (-13%)
Value$281.7K (-$7.7K)
Filed 2026-10-26
Xponance LLC
INCREASED
Shares14,149 from 11,436
Change+2,713 (+24%)
Value$257.4K (+$74.1K)
Filed 2026-11-03
May Hill Capital, LLC
NEW
Shares14,050
Change+14,050
Value$255.6K
Filed 2026-11-03
Larry Mathis Financial Planning, LLC
DECREASED
Shares13,846 from 14,633
Change-787 (-5%)
Value$251.9K (+$17.3K)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares13,602 from 19,161
Change-5,559 (-29%)
Value$247.4K (-$59.7K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares13,343 from 11,890
Change+1,453 (+12%)
Value$242.7K (+$52.1K)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares13,247 from 19,955
Change-6,708 (-34%)
Value$241.0K (-$78.9K)
Filed 2026-10-30
Rose Capital Advisors LLC
NEW
Shares13,193
Change+13,193
Value$240.0K
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares12,927 from 10,141
Change+2,786 (+27%)
Value$235.1K (+$72.6K)
Filed 2026-10-08
Anchyra Partners LLC
NEW
Shares12,160
Change+12,160
Value$221.2K
Filed 2026-10-13
Perigon Wealth Management, LLC
NEW
Shares12,154
Change+12,154
Value$221.1K
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares11,663 from 12,250
Change-587 (-5%)
Value$212.2K (+$15.8K)
Filed 2026-11-03
Riversedge Advisors, LLC
NEW
Shares11,652
Change+11,652
Value$212.0K
Filed 2026-10-09
Five Oceans Advisors
UNCHANGED
Shares11,648 from 11,648
Change0 (0%)
Value$211.9K (+$25.2K)
Filed 2026-10-22
Sage Rhino Capital LLC
DECREASED
Shares11,515 from 11,939
Change-424 (-4%)
Value$209.5K (+$18.1K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED
Shares11,391 from 12,256
Change-865 (-7%)
Value$207.2K (+$11.4K)
Filed 2026-10-13
Arista Wealth Management, LLC
INCREASED
Shares10,987 from 10,961
Change+26 (+0%)
Value$199.9K (+$24.1K)
Filed 2026-10-29
Davenport & Co LLC
NEW
Shares10,921
Change+10,921
Value$198.7K
Filed 2026-10-14
Capricorn Fund Managers Ltd
NEW
Shares10,517
Change+10,517
Value$191.3K
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$160.3K ($0)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares9,731 from 7,531
Change+2,200 (+29%)
Value$177.0K (+$56.3K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares9,051 from 6,656
Change+2,395 (+36%)
Value$164.6K (+$57.9K)
Filed 2026-10-29
TD Private Client Wealth LLC
DECREASED
Shares8,760 from 22,050
Change-13,290 (-60%)
Value$159.3K (-$194.1K)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares8,706
Change+8,706
Value$158.4K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares7,881 from 7,170
Change+711 (+10%)
Value$143.4K (+$28.4K)
Filed 2026-10-27
Summit Securities Group LLC
NEW
Shares7,100
Change+7,100
Value$129.1K
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares6,799 from 7,796
Change-997 (-13%)
Value$124 (-$124.9K)
Filed 2026-10-23
Cromwell Holdings LLC
NEW
Shares5,064
Change+5,064
Value$92.1K
Filed 2026-10-28
Manchester Capital Management LLC
UNCHANGED
Shares4,649 from 4,649
Change0 (0%)
Value$84.6K (+$10.0K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares4,609 from 9,807
Change-5,198 (-53%)
Value$83.8K (-$73.4K)
Filed 2026-10-15
Bayforest Capital Ltd
INCREASED
Shares4,526 from 4,453
Change+73 (+2%)
Value$82.3K (+$10.9K)
Filed 2026-11-03
Financial Consulate, Inc
INCREASED
Shares3,654 from 2,908
Change+746 (+26%)
Value$66.5K (+$19.9K)
Filed 2026-10-23
True Wealth Design, LLC
DECREASED
Shares3,506 from 3,638
Change-132 (-4%)
Value$63.8K (+$5.5K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares3,499 from 3,361
Change+138 (+4%)
Value$63.6K (+$9.8K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
DECREASED
Shares3,379 from 3,583
Change-204 (-6%)
Value$61.5K (+$4.0K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
INCREASED
Shares3,362 from 3,240
Change+122 (+4%)
Value$61.2K (+$9.2K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
NEW
Shares3,297
Change+3,297
Value$58.9K
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares2,774 from 2,702
Change+72 (+3%)
Value$50.5K (+$7.1K)
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares2,385 from 2,385
Change0 (0%)
Value$43.4K (+$5.2K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
INCREASED
Shares2,306 from 1,791
Change+515 (+29%)
Value$41.9K (+$13.2K)
Filed 2026-10-20
Proathlete Wealth Management LLC
NEW
Shares2,168
Change+2,168
Value$39.4K
Filed 2026-10-15
Essential Partners LLC
DECREASED
Shares1,895 from 2,322
Change-427 (-18%)
Value$34.5K (-$2.8K)
Filed 2026-10-14
Salomon & Ludwin, LLC
INCREASED
Shares1,624 from 1,204
Change+420 (+35%)
Value$29.5K (+$10.3K)
Filed 2026-10-29
SJS Investment Consulting Inc.
DECREASED
Shares1,542 from 2,285
Change-743 (-33%)
Value$28.0K (-$8.6K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares1,505
Change+1,505
Value$27.4K
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$26.1K (+$3.1K)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$23.9K (+$2.8K)
Filed 2026-10-28
V-Square Quantitative Management LLC
NEW
Shares1,288
Change+1,288
Value$23.4K
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares1,211 from 883
Change+328 (+37%)
Value$22.0K (+$7.9K)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$21.9K (+$2.6K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
DECREASED
Shares1,129 from 1,723
Change-594 (-34%)
Value$20.5K (-$7.1K)
Filed 2026-10-05
Private Trust Co NA
DECREASED
Shares1,045 from 2,272
Change-1,227 (-54%)
Value$19.0K (-$17.4K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares1,033 from 1,238
Change-205 (-17%)
Value$18.8K (-$1.1K)
Filed 2026-10-29
Marquette Asset Management, LLC
NEW
Shares1,000
Change+1,000
Value$18.2K
Filed 2026-10-09
Elyxium Wealth, LLC
NEW
Shares919
Change+919
Value$16.7K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$16.1K (+$1.9K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares857
Change+857
Value$15.6K
Filed 2026-10-21
Strengthening Families & Communities, LLC
INCREASED
Shares827 from 814
Change+13 (+2%)
Value$15.0K (+$2.0K)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$14.2K (+$1.7K)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares729 from 65
Change+664 (+1022%)
Value$13.3K (+$12.2K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares709 from 401
Change+308 (+77%)
Value$12.9K (+$6.5K)
Filed 2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$12.6K (+$1.5K)
Filed 2026-10-07
Wilmington Savings Fund Society, FSB
INCREASED
Shares626 from 326
Change+300 (+92%)
Value$11.4K (+$6.2K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares613 from 534
Change+79 (+15%)
Value$11.2K (+$2.6K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares600 from 535
Change+65 (+12%)
Value$10.9K (+$2.3K)
Filed 2026-11-04
West Financial Advisors, LLC
NEW
Shares558
Change+558
Value$10.2K
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$9.4K (+$1.1K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares516 from 264
Change+252 (+95%)
Value$9.4K (+$5.2K)
Filed 2026-10-20
Highline Wealth Partners LLC
INCREASED
Shares510 from 296
Change+214 (+72%)
Value$9.3K (+$4.5K)
Filed 2026-10-19
Bell Investment Advisors, Inc
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$8.9K (+$1.1K)
Filed 2026-10-29
Retirement Wealth Solutions LLC
INCREASED
Shares473 from 275
Change+198 (+72%)
Value$8.6K (+$4.2K)
Filed 2026-10-07
Financial Management Professionals, Inc.
INCREASED
Shares442 from 199
Change+243 (+122%)
Value$8.0K (+$4.8K)
Filed 2026-10-23
Mcdonald Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$7.3K (+$864)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares384
Change+384
Value$7.0K
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$6.8K (+$812)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares345 from 236
Change+109 (+46%)
Value$6.3K (+$2.5K)
Filed 2026-10-02
Livelsberger Financial Advisory
NEW
Shares319
Change+319
Value$5.8K
Filed 2026-10-28
Trust Co of Vermont
NEW
Shares266
Change+266
Value$4.8K
Filed 2026-10-21
Kelleher Financial Advisors
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$4.6K (+$542)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares246 from 41
Change+205 (+500%)
Value$4.5K (+$3.8K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$4.3K (+$508)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$4.1K (+$488)
Filed 2026-10-27
Ascentis Wealth Management, LLC
DECREASED
Shares219 from 300
Change-81 (-27%)
Value$4.0K (-$825)
Filed 2026-11-03
Community Financial Services Group, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$3.6K (+$384)
Filed 2026-10-15
Bangor Savings Bank
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$3.4K (+$401)
Filed 2026-10-06
MV Capital Management, Inc.
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$3.3K (+$387)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares177
Change+177
Value$3.2K
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$3.2K (+$382)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$3.1K (+$373)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$3.1K (+$365)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$3.0K (+$352)
Filed 2026-10-23
Breakwater Investment Management
DECREASED
Shares153 from 282
Change-129 (-46%)
Value$2.8K (-$1.7K)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$2.7K (+$318)
Filed 2026-11-05
Hughes Financial Services, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$2.9K (+$577)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$2.5K (+$293)
Filed 2026-10-21
High Note Wealth, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.3K (+$270)
Filed 2026-10-27
Albion Financial Group
NEW
Shares109
Change+109
Value$2.0K
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares100
Change+100
Value$1.8K
Filed 2026-11-03
Burk Holdings LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$1.5K (+$180)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$1.3K (+$160)
Filed 2026-10-28
Rossby Financial, LCC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.2K (+$143)
Filed 2026-11-05
Mondrian Investment Partners LTD
NEW
Shares65
Change+65
Value$1.3K
Filed 2026-10-23
Trust Co
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.2K (+$138)
Filed 2026-10-09
WPG Advisers, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$1.1K (+$136)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$1.1K (+$125)
Filed 2026-10-16
Central Trust Co
DECREASED
Shares54 from 116
Change-62 (-53%)
Value$983 (-$877)
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares46 from 30
Change+16 (+53%)
Value$837 (+$356)
Filed 2026-10-22
Godsey & Gibb, Inc
NEW
Shares43
Change+43
Value$783
Filed 2026-10-14
Lloyd Advisory Services, Llc.
NEW
Shares40
Change+40
Value$728
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$637 (+$75)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED
Shares32 from 74
Change-42 (-57%)
Value$582 (-$604)
Filed 2026-11-04
Center for Financial Planning, Inc.
NEW
Shares30
Change+30
Value$545
Filed 2026-10-26
Bullock Wealth Management Group
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$536 (+$57)
Filed 2026-10-09
Private Wealth Management Group, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$528 (+$63)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
NEW
Shares25
Change+25
Value$455
Filed 2026-11-05
StrongBox Wealth, LLC
NEW
Shares19
Change+19
Value$346
Filed 2026-11-02
Mosley Wealth Management
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$350 (+$61)
Filed 2026-10-16
Gilpin Wealth Management, LLC
NEW
Shares16
Change+16
Value$292
Filed 2026-10-09
Arlington Trust Co LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$291 (+$35)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$91 (+$10)
Filed 2026-10-23
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$12 (+$1)
Filed 2026-11-04
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 26,474
Change-26,474 (-100%)
Value$0 (-$424.4K)
Filed 2026-10-16
Arjuna Capital
CLOSED
Shares0 from 22,577
Change-22,577 (-100%)
Value$0 (-$361.9K)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 21,480
Change-21,480 (-100%)
Value$0 (-$344.3K)
Filed 2026-11-02
Fulton Bank, N.A.
CLOSED
Shares0 from 14,069
Change-14,069 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-14
Aspiriant, LLC
CLOSED
Shares0 from 10,285
Change-10,285 (-100%)
Value$0 (-$164.9K)
Filed 2026-10-16
Cornerstone Planning Group LLC
CLOSED
Shares0 from 679
Change-679 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 457
Change-457 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-20
Evermay Wealth Management LLC
CLOSED
Shares0 from 287
Change-287 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$701)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$674)
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$305)
Filed 2026-11-03
Horizon Financial Services, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$208)
Filed 2026-11-04
Capital Research Global Investors
N/A
Shares— from 19,297,680
Change-19,297,680 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,599,302
Change-9,599,302 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,994,924
Change-6,994,924 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 6,050,771
Change-6,050,771 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,125,032
Change-5,125,032 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 4,539,347
Change-4,539,347 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 3,732,924
Change-3,732,924 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,688,166
Change-3,688,166 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,568,000
Change-2,568,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,207,432
Change-2,207,432 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,114,912
Change-2,114,912 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,049,467
Change-2,049,467 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 1,823,884
Change-1,823,884 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,740,313
Change-1,740,313 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,674,005
Change-1,674,005 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,598,174
Change-1,598,174 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,525,686
Change-1,525,686 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,402,650
Change-1,402,650 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,150,820
Change-1,150,820 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,050,698
Change-1,050,698 (-100%)
Value—
UBS Group AG
N/A
Shares— from 911,319
Change-911,319 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 744,916
Change-744,916 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 722,863
Change-722,863 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 714,143
Change-714,143 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 692,900
Change-692,900 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 679,950
Change-679,950 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 619,021
Change-619,021 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 584,560
Change-584,560 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 555,228
Change-555,228 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 511,336
Change-511,336 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 485,733
Change-485,733 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 444,173
Change-444,173 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 432,956
Change-432,956 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 408,739
Change-408,739 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 376,858
Change-376,858 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 372,752
Change-372,752 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 351,770
Change-351,770 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 308,157
Change-308,157 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 307,312
Change-307,312 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 278,706
Change-278,706 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 275,000
Change-275,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 269,650
Change-269,650 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 268,328
Change-268,328 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 239,306
Change-239,306 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 211,534
Change-211,534 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 206,900
Change-206,900 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 204,241
Change-204,241 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 191,809
Change-191,809 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 191,537
Change-191,537 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 174,356
Change-174,356 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 168,128
Change-168,128 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 167,856
Change-167,856 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 165,303
Change-165,303 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 160,601
Change-160,601 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 152,678
Change-152,678 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 152,601
Change-152,601 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 143,998
Change-143,998 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 143,921
Change-143,921 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 127,525
Change-127,525 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 123,374
Change-123,374 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 121,426
Change-121,426 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 116,008
Change-116,008 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 110,838
Change-110,838 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 100,149
Change-100,149 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 99,417
Change-99,417 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 96,887
Change-96,887 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 95,466
Change-95,466 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 94,848
Change-94,848 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 94,276
Change-94,276 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 87,929
Change-87,929 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 86,071
Change-86,071 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 85,032
Change-85,032 (-100%)
Value—
Boston Partners
N/A
Shares— from 84,903
Change-84,903 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 77,658
Change-77,658 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 76,278
Change-76,278 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 75,653
Change-75,653 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 65,587
Change-65,587 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 64,459
Change-64,459 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 59,554
Change-59,554 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 59,492
Change-59,492 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 56,930
Change-56,930 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 56,536
Change-56,536 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 56,108
Change-56,108 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 55,150
Change-55,150 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 54,386
Change-54,386 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 49,797
Change-49,797 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 45,459
Change-45,459 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 44,396
Change-44,396 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 43,464
Change-43,464 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 42,569
Change-42,569 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 40,725
Change-40,725 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 40,282
Change-40,282 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,210
Change-39,210 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 38,613
Change-38,613 (-100%)
Value—
&partners
N/A
Shares— from 37,853
Change-37,853 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 37,097
Change-37,097 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 36,883
Change-36,883 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 35,173
Change-35,173 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 34,035
Change-34,035 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 33,809
Change-33,809 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 30,744
Change-30,744 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 30,095
Change-30,095 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 29,996
Change-29,996 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 28,770
Change-28,770 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 28,454
Change-28,454 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 27,496
Change-27,496 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 24,721
Change-24,721 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 24,709
Change-24,709 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 24,309
Change-24,309 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 22,873
Change-22,873 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 22,425
Change-22,425 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 22,193
Change-22,193 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 21,893
Change-21,893 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 20,870
Change-20,870 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 20,781
Change-20,781 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 19,966
Change-19,966 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,563
Change-19,563 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 18,552
Change-18,552 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 18,110
Change-18,110 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,872
Change-17,872 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 17,738
Change-17,738 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 17,557
Change-17,557 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,441
Change-17,441 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 17,230
Change-17,230 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 17,190
Change-17,190 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 16,991
Change-16,991 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 16,880
Change-16,880 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,724
Change-16,724 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 15,469
Change-15,469 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,674
Change-14,674 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,357
Change-14,357 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,302
Change-14,302 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 14,194
Change-14,194 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,899
Change-13,899 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 13,516
Change-13,516 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,484
Change-13,484 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 12,648
Change-12,648 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
Optas, LLC
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,561
Change-10,561 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 10,190
Change-10,190 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,764
Change-9,764 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,333
Change-9,333 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,922
Change-8,922 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 602
Change-602 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Motco
N/A
Shares— from 516
Change-516 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 433
Change-433 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 352
Change-352 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 324
Change-324 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 296
Change-296 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 272
Change-272 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 259
Change-259 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 167
Change-167 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 150
Change-150 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 122
Change-122 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 120
Change-120 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Collier Financial
N/A
Shares— from 50
Change-50 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 39
Change-39 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 24
Change-24 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Crossmark Global Holdings, Inc.
DECREASED761,694783,835-22,141-3%$12.6M$13.9M+$1.3M2026-10-21
Creative Planning
INCREASED708,295584,777+123,518+21%$9.4M$12.9M+$3.5M2026-11-02
ABC Arbitrage SA
NEW564,472—+564,472——$10.3M—2026-10-23
Ethic Inc.
INCREASED436,514365,253+71,261+20%$5.9M$7.9M+$2.1M2026-11-03
US Bancorp \de\
DECREASED308,078466,714-158,636-34%$7.5M$5.6M-$1.9M2026-11-05
Citigroup Inc
DECREASED300,375396,457-96,082-24%$6.4M$5.5M-$891.4K2026-11-04
Assetmark, Inc
DECREASED289,107314,687-25,580-8%$5.0M$5.3M+$214.4K2026-10-21
Clean Yield Group
INCREASED233,245227,988+5,257+2%$3.7M$4.2M+$588.1K2026-10-28
Dimensional Fund Advisors LP
INCREASED209,352157,965+51,387+33%$2.5M$3.8M+$1.3M2026-11-04
Catalyst Capital Advisors LLC
INCREASED200,000192,000+8,000+4%$3.1M$3.6M+$560.2K2026-11-02
Carrera Capital Advisors
INCREASED183,106167,167+15,939+10%$2.7M$3.3M+$600.1K2026-11-03
Vise Technologies, Inc.
INCREASED180,092118,124+61,968+52%$1.9M$3.3M+$1.4M2026-10-29
Legacy Wealth Asset Management, LLC
INCREASED166,666160,171+6,495+4%$2.6M$3.0M+$464.1K2026-10-09
Bank of New York Mellon Corp
INCREASED165,740136,772+28,968+21%$2.2M$3.0M+$822.4K2026-11-05
Quadrant Capital Group LLC
INCREASED136,96681,606+55,360+68%$1.3M$2.5M+$1.2M2026-10-20
Gold Investment Management Ltd.
INCREASED107,610105,849+1,761+2%$1.7M$2.0M+$260.7K2026-10-19
Summit Global Investments
INCREASED89,76689,173+593+1%$1.4M$1.6K-$1.4M2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED85,800151,441-65,641-43%$2.4M$1.6M-$883.4K2026-11-05
Compound Planning, Inc.
INCREASED84,00160,395+23,606+39%$968.1K$1.5M+$559.8K2026-11-05
Signaturefd, LLC
INCREASED81,17677,725+3,451+4%$1.2M$1.5M+$230.7K2026-10-23
Point Nemo Capital, LLC
NEW79,902—+79,902——$1.5M—2026-11-03
First Affirmative Financial Network
NEW73,391—+73,391——$1.3M—2026-10-21
Truist Financial Corp
DECREASED70,72271,842-1,120-2%$1.2M$1.3M+$134.8K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED61,06848,021+13,047+27%$795.2K$1.1M+$335.8K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED56,73743,411+13,326+31%$695.9K$1.0M+$336.2K2026-10-27
Oppenheimer Asset Management Inc.
DECREASED56,60763,829-7,222-11%$1.0M$1.0M+$6.5K2026-10-27
Highland Capital Management, LLC
DECREASED53,55054,700-1,150-2%$876.8K$974.1K+$97.2K2026-10-26
Evergreen Capital Management LLC
DECREASED49,16052,036-2,876-6%$834.1K$894.2K+$60.1K2026-10-23
Keybank National Association
INCREASED48,92827,884+21,044+75%$447.0K$890.0K+$443.0K2026-11-04
Lanark Financial, Inc.
DECREASED48,18052,488-4,308-8%$841.4K$876.4K+$35.0K2026-10-26
Probity Advisors, Inc.
INCREASED47,02346,692+331+1%$748.5K$855.3K+$106.9K2026-10-23
Choreo, LLC
INCREASED46,92641,957+4,969+12%$672.6K$853.6K+$181.0K2026-10-28
Pzena Investment Management LLC
INCREASED45,31037,820+7,490+20%$606.3K$824.2K+$217.9K2026-10-30
Aaron Wealth Advisors LLC
INCREASED45,10139,649+5,452+14%$635.6K$820.4K+$184.8K2026-10-13
Versant Capital Management, Inc
INCREASED43,26042,686+574+1%$684.3K$786.9K+$102.6K2026-10-02
Park Avenue Securities LLC
DECREASED41,68744,827-3,140-7%$719.0K$758-$718.2K2026-10-26
Abel Hall, LLC
INCREASED40,81940,603+216+1%$650.9K$742.5K+$91.6K2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED38,78434,749+4,035+12%$579.3K$690.2K+$110.9K2026-11-04
Ritholtz Wealth Management
INCREASED37,65731,907+5,750+18%$511.5K$685.0K+$173.5K2026-11-05
Heritage Investors Management Corp
DECREASED30,18981,939-51,750-63%$1.3M$549-$1.3M2026-10-29
SmartHarvest Portfolios, LLC
INCREASED29,09525,526+3,569+14%$409.2K$529.2K+$120.1K2026-10-26
Parallel Advisors, LLC
DECREASED28,04328,293-250-1%$453.6K$510.1K+$56.6K2026-11-03
Commonwealth Equity Services, LLC
INCREASED27,28222,598+4,684+21%$362.3K$496.3K+$134.0K2026-11-02
MPS Loria Financial Planners, LLC
DECREASED25,70425,746-420%$412.7K$467.5K+$54.8K2026-10-14
Farther Finance Advisors, LLC
INCREASED25,42021,332+4,088+19%$341.9K$462.4K+$120.5K2026-10-08
Atria Investments, Inc
DECREASED24,96742,964-17,997-42%$688.7K$454.1K-$234.6K2026-10-15
Lido Advisors, LLC
DECREASED22,93723,560-623-3%$384.9K$417.2K+$32.3K2026-11-04
First Command Advisory Services, Inc.
INCREASED22,48619,934+2,552+13%$319.5K$409.0K+$89.5K2026-11-05
Kathmere Capital Management, LLC
INCREASED20,54213,597+6,945+51%$218.0K$373.7K+$155.7K2026-10-20
SYM Financial Corp
INCREASED20,29319,133+1,160+6%$306.7K$369.1K+$62.4K2026-10-26
Ascent Group, LLC
INCREASED19,99616,734+3,262+19%$268.3K$363.7K+$95.5K2026-10-30
Focused Alpha, LLC
INCREASED19,46018,897+563+3%$302.9K$354.0K+$51.1K2026-10-20
HB Wealth Management, LLC
INCREASED18,97215,484+3,488+23%$248.2K$345.1K+$96.9K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED18,33816,089+2,249+14%$257.9K$333.6K+$75.7K2026-11-04
Vontobel Holding Ltd.
UNCHANGED17,61917,61900%$282.4K$320.5K+$38.1K2026-10-16
Keenan, LLC
UNCHANGED17,51317,51300%$280.7K$318.6K+$37.8K2026-10-23
Gamma Investing LLC
INCREASED17,40013,837+3,563+26%$221.8K$316.5K+$94.7K2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED17,32315,044+2,279+15%$241.2K$315.1K+$74.0K2026-11-02
Trek Financial, LLC
INCREASED16,31715,816+501+3%$253.5K$296.8K+$43.3K2026-10-29
PDS Planning, Inc
DECREASED16,12917,116-987-6%$274.4K$293.4K+$19.0K2026-11-03
Angeles Wealth Management, LLC
DECREASED15,48617,800-2,314-13%$289.4K$281.7K-$7.7K2026-10-26
Xponance LLC
INCREASED14,14911,436+2,713+24%$183.3K$257.4K+$74.1K2026-11-03
May Hill Capital, LLC
NEW14,050—+14,050——$255.6K—2026-11-03
Larry Mathis Financial Planning, LLC
DECREASED13,84614,633-787-5%$234.6K$251.9K+$17.3K2026-10-26
Sowell Financial Services LLC
DECREASED13,60219,161-5,559-29%$307.2K$247.4K-$59.7K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED13,34311,890+1,453+12%$190.6K$242.7K+$52.1K2026-10-16
Gallacher Capital Management LLC
DECREASED13,24719,955-6,708-34%$319.9K$241.0K-$78.9K2026-10-30
Rose Capital Advisors LLC
NEW13,193—+13,193——$240.0K—2026-11-04
Valeo Financial Advisors, LLC
INCREASED12,92710,141+2,786+27%$162.6K$235.1K+$72.6K2026-10-08
Anchyra Partners LLC
NEW12,160—+12,160——$221.2K—2026-10-13
Perigon Wealth Management, LLC
NEW12,154—+12,154——$221.1K—2026-10-22
Brighton Jones LLC
DECREASED11,66312,250-587-5%$196.4K$212.2K+$15.8K2026-11-03
Riversedge Advisors, LLC
NEW11,652—+11,652——$212.0K—2026-10-09
Five Oceans Advisors
UNCHANGED11,64811,64800%$186.7K$211.9K+$25.2K2026-10-22
Sage Rhino Capital LLC
DECREASED11,51511,939-424-4%$191.4K$209.5K+$18.1K2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED11,39112,256-865-7%$195.9K$207.2K+$11.4K2026-10-13
Arista Wealth Management, LLC
INCREASED10,98710,961+26+0%$175.7K$199.9K+$24.1K2026-10-29
Davenport & Co LLC
NEW10,921—+10,921——$198.7K—2026-10-14
Capricorn Fund Managers Ltd
NEW10,517—+10,517——$191.3K—2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED10,00010,00000%$160.3K$160.3K$02026-10-15
Larson Financial Group LLC
INCREASED9,7317,531+2,200+29%$120.7K$177.0K+$56.3K2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED9,0516,656+2,395+36%$106.7K$164.6K+$57.9K2026-10-29
TD Private Client Wealth LLC
DECREASED8,76022,050-13,290-60%$353.5K$159.3K-$194.1K2026-10-28
Simplex Trading, LLC
NEW8,706—+8,706——$158.4K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED7,8817,170+711+10%$114.9K$143.4K+$28.4K2026-10-27
Summit Securities Group LLC
NEW7,100—+7,100——$129.1K—2026-11-05
Tsfg, LLC
DECREASED6,7997,796-997-13%$125.0K$124-$124.9K2026-10-23
Cromwell Holdings LLC
NEW5,064—+5,064——$92.1K—2026-10-28
Manchester Capital Management LLC
UNCHANGED4,6494,64900%$74.5K$84.6K+$10.0K2026-10-22
Blue Trust, Inc.
DECREASED4,6099,807-5,198-53%$157.2K$83.8K-$73.4K2026-10-15
Bayforest Capital Ltd
INCREASED4,5264,453+73+2%$71.4K$82.3K+$10.9K2026-11-03
Financial Consulate, Inc
INCREASED3,6542,908+746+26%$46.6K$66.5K+$19.9K2026-10-23
True Wealth Design, LLC
DECREASED3,5063,638-132-4%$58.3K$63.8K+$5.5K2026-10-13
Fifth Third Bancorp
INCREASED3,4993,361+138+4%$53.9K$63.6K+$9.8K2026-11-05
Pinnacle Bancorp, Inc.
DECREASED3,3793,583-204-6%$57.4K$61.5K+$4.0K2026-10-21
Owl Creek Wealth Partners LLC
INCREASED3,3623,240+122+4%$51.9K$61.2K+$9.2K2026-10-20
TD Waterhouse Canada Inc.
NEW3,297—+3,297——$58.9K—2026-10-16
Parkside Financial Bank & Trust
INCREASED2,7742,702+72+3%$43.3K$50.5K+$7.1K2026-10-27
James T. Borello RIA
UNCHANGED2,3852,38500%$38.2K$43.4K+$5.2K2026-10-16
Nisa Investment Advisors, LLC
INCREASED2,3061,791+515+29%$28.7K$41.9K+$13.2K2026-10-20
Proathlete Wealth Management LLC
NEW2,168—+2,168——$39.4K—2026-10-15
Essential Partners LLC
DECREASED1,8952,322-427-18%$37.2K$34.5K-$2.8K2026-10-14
Salomon & Ludwin, LLC
INCREASED1,6241,204+420+35%$19.2K$29.5K+$10.3K2026-10-29
SJS Investment Consulting Inc.
DECREASED1,5422,285-743-33%$36.6K$28.0K-$8.6K2026-10-26
Provenance Wealth Advisors, LLC
NEW1,505—+1,505——$27.4K—2026-10-30
Financial Perspectives, Inc
UNCHANGED1,4371,43700%$23.0K$26.1K+$3.1K2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED1,3131,31300%$21.0K$23.9K+$2.8K2026-10-28
V-Square Quantitative Management LLC
NEW1,288—+1,288——$23.4K—2026-10-15
Silver Grove Financial Group, Inc.
INCREASED1,211883+328+37%$14.2K$22.0K+$7.9K2026-11-05
Ares Financial Consulting, LLC
UNCHANGED1,2041,20400%$19.3K$21.9K+$2.6K2026-10-19
Rosenberg Matthew Hamilton
DECREASED1,1291,723-594-34%$27.6K$20.5K-$7.1K2026-10-05
Private Trust Co NA
DECREASED1,0452,272-1,227-54%$36.4K$19.0K-$17.4K2026-10-20
Montag A & Associates Inc
DECREASED1,0331,238-205-17%$19.8K$18.8K-$1.1K2026-10-29
Marquette Asset Management, LLC
NEW1,000—+1,000——$18.2K—2026-10-09
Elyxium Wealth, LLC
NEW919—+919——$16.7K—2026-10-27
Triumph Capital Management
UNCHANGED88588500%$14.2K$16.1K+$1.9K2026-10-14
Root Financial Partners, LLC
NEW857—+857——$15.6K—2026-10-21
Strengthening Families & Communities, LLC
INCREASED827814+13+2%$13.1K$15.0K+$2.0K2026-10-21
Spire Wealth Management
UNCHANGED77977900%$12.5K$14.2K+$1.7K2026-10-30
Mather Group, Llc.
INCREASED72965+664+1022%$1.0K$13.3K+$12.2K2026-10-14
Signature Equity Partners, LLC
INCREASED709401+308+77%$6.4K$12.9K+$6.5K2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED69369300%$11.1K$12.6K+$1.5K2026-10-07
Wilmington Savings Fund Society, FSB
INCREASED626326+300+92%$5.2K$11.4K+$6.2K2026-10-23
IFP Advisors, Inc
INCREASED613534+79+15%$8.6K$11.2K+$2.6K2026-10-16
Creative Financial Designs Inc
INCREASED600535+65+12%$8.6K$10.9K+$2.3K2026-11-04
West Financial Advisors, LLC
NEW558—+558——$10.2K—2026-10-22
Piscataqua Savings Bank
UNCHANGED51851800%$8.3K$9.4K+$1.1K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED516264+252+95%$4.2K$9.4K+$5.2K2026-10-20
Highline Wealth Partners LLC
INCREASED510296+214+72%$4.7K$9.3K+$4.5K2026-10-19
Bell Investment Advisors, Inc
UNCHANGED48848800%$7.8K$8.9K+$1.1K2026-10-29
Retirement Wealth Solutions LLC
INCREASED473275+198+72%$4.4K$8.6K+$4.2K2026-10-07
Financial Management Professionals, Inc.
INCREASED442199+243+122%$3.2K$8.0K+$4.8K2026-10-23
Mcdonald Partners LLC
UNCHANGED40040000%$6.4K$7.3K+$8642026-11-03
UMB Private Wealth Management, LLC
NEW384—+384——$7.0K—2026-10-19
Trust Co of Toledo NA
UNCHANGED37637600%$6.0K$6.8K+$8122026-10-16
Planning Strategies Inc.
INCREASED345236+109+46%$3.8K$6.3K+$2.5K2026-10-02
Livelsberger Financial Advisory
NEW319—+319——$5.8K—2026-10-28
Trust Co of Vermont
NEW266—+266——$4.8K—2026-10-21
Kelleher Financial Advisors
UNCHANGED25125100%$4.0K$4.6K+$5422026-10-30
JFS Wealth Advisors, LLC
INCREASED24641+205+500%$658$4.5K+$3.8K2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED23523500%$3.8K$4.3K+$5082026-10-23
North Star Investment Management Corp.
UNCHANGED22622600%$3.6K$4.1K+$4882026-10-27
Ascentis Wealth Management, LLC
DECREASED219300-81-27%$4.8K$4.0K-$8252026-11-03
Community Financial Services Group, LLC
UNCHANGED20120100%$3.2K$3.6K+$3842026-10-15
Bangor Savings Bank
UNCHANGED18618600%$3.0K$3.4K+$4012026-10-06
MV Capital Management, Inc.
UNCHANGED17917900%$2.9K$3.3K+$3872026-10-29
Jacobi Capital Management LLC
NEW177—+177——$3.2K—2026-11-05
American Capital Advisory, LLC
UNCHANGED17717700%$2.8K$3.2K+$3822026-10-28
Jnba Financial Advisors
UNCHANGED17317300%$2.8K$3.1K+$3732026-11-03
Nemes Rush Group LLC
UNCHANGED16916900%$2.7K$3.1K+$3652026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED16316300%$2.6K$3.0K+$3522026-10-23
Breakwater Investment Management
DECREASED153282-129-46%$4.5K$2.8K-$1.7K2026-10-20
Archer Investment Corp
UNCHANGED14714700%$2.4K$2.7K+$3182026-11-05
Hughes Financial Services, LLC
UNCHANGED14514500%$2.3K$2.9K+$5772026-10-30
PFS Partners, LLC
UNCHANGED13613600%$2.2K$2.5K+$2932026-10-21
High Note Wealth, LLC
UNCHANGED12512500%$2.0K$2.3K+$2702026-10-27
Albion Financial Group
NEW109—+109——$2.0K—2026-10-21
Ascentis Independent Advisors
NEW100—+100——$1.8K—2026-11-03
Burk Holdings LLC
UNCHANGED838300%$1.3K$1.5K+$1802026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED747400%$1.2K$1.3K+$1602026-10-28
Rossby Financial, LCC
UNCHANGED666600%$1.1K$1.2K+$1432026-11-05
Mondrian Investment Partners LTD
NEW65—+65——$1.3K—2026-10-23
Trust Co
UNCHANGED646400%$1.0K$1.2K+$1382026-10-09
WPG Advisers, LLC
UNCHANGED636300%$1.0K$1.1K+$1362026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED585800%$930$1.1K+$1252026-10-16
Central Trust Co
DECREASED54116-62-53%$1.9K$983-$8772026-11-05
Monetary Solutions, Ltd
INCREASED4630+16+53%$481$837+$3562026-10-22
Godsey & Gibb, Inc
NEW43—+43——$783—2026-10-14
Lloyd Advisory Services, Llc.
NEW40—+40——$728—2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED353500%$562$637+$752026-10-26
Plante Moran Financial Advisors, LLC
DECREASED3274-42-57%$1.2K$582-$6042026-11-04
Center for Financial Planning, Inc.
NEW30—+30——$545—2026-10-26
Bullock Wealth Management Group
UNCHANGED303000%$479$536+$572026-10-09
Private Wealth Management Group, LLC
UNCHANGED292900%$465$528+$632026-10-19
Three Bridge Wealth Advisors, LLC
NEW25—+25——$455—2026-11-05
StrongBox Wealth, LLC
NEW19—+19——$346—2026-11-02
Mosley Wealth Management
UNCHANGED181800%$289$350+$612026-10-16
Gilpin Wealth Management, LLC
NEW16—+16——$292—2026-10-09
Arlington Trust Co LLC
UNCHANGED161600%$256$291+$352026-10-20
Valley National Advisers Inc
UNCHANGED5500%$81$91+$102026-10-23
Kingdom Financial Group Llc.
UNCHANGED1100%$11$12+$12026-11-04
Burns Matteson Capital Management, LLC
CLOSED026,474-26,474-100%$424.4K$0-$424.4K2026-10-16
Arjuna Capital
CLOSED022,577-22,577-100%$361.9K$0-$361.9K2026-11-03
Inscription Capital, LLC
CLOSED021,480-21,480-100%$344.3K$0-$344.3K2026-11-02
Fulton Bank, N.A.
CLOSED014,069-14,069-100%$225.5K$0-$225.5K2026-10-14
Aspiriant, LLC
CLOSED010,285-10,285-100%$164.9K$0-$164.9K2026-10-16
Cornerstone Planning Group LLC
CLOSED0679-679-100%$11.5K$0-$11.5K2026-10-16
Stone House Investment Management, LLC
CLOSED0457-457-100%$7.3K$0-$7.3K2026-10-23
Whipplewood Advisors, LLC
CLOSED0383-383-100%$6.1K$0-$6.1K2026-10-20
Evermay Wealth Management LLC
CLOSED0287-287-100%$4.6K$0-$4.6K2026-11-05
Cassaday & Co Wealth Management LLC
CLOSED0115-115-100%$1.8K$0-$1.8K2026-10-27
Halbert Hargrove Global Advisors, LLC
CLOSED044-44-100%$701$0-$7012026-10-16
Trifecta Capital Advisors, LLC
CLOSED042-42-100%$674$0-$6742026-10-21
Bay Harbor Wealth Management, LLC
CLOSED019-19-100%$305$0-$3052026-11-03
Horizon Financial Services, LLC
CLOSED013-13-100%$208$0-$2082026-11-04
Capital Research Global Investors
N/A—19,297,680-19,297,680-100%$309.3M———
FMR LLC
N/A—9,599,302-9,599,302-100%$153.9M———
Morgan Stanley
N/A—6,994,924-6,994,924-100%$112.1M———
Adage Capital Partners GP, L.L.C.
N/A—6,050,771-6,050,771-100%$97.0M———
Goldman Sachs Group Inc
N/A—5,125,032-5,125,032-100%$82.2M———
Brandes Investment Partners, LP
N/A—4,539,347-4,539,347-100%$72.8M———
Arrowstreet Capital, Limited Partnership
N/A—3,732,924-3,732,924-100%$59.8M———
BlackRock, Inc.
N/A—3,688,166-3,688,166-100%$59.1M———
Renaissance Technologies LLC
N/A—2,568,000-2,568,000-100%$41.2M———
Qube Research & Technologies Ltd
N/A—2,207,432-2,207,432-100%$35.4M———
First Trust Advisors LP
N/A—2,114,912-2,114,912-100%$33.9M———
D. E. Shaw & Co., Inc.
N/A—2,049,467-2,049,467-100%$32.9M———
Managed Asset Portfolios, LLC
N/A—1,823,884-1,823,884-100%$29.2M———
Northern Trust Corp
N/A—1,740,313-1,740,313-100%$27.9M———
Van Eck Associates Corp
N/A—1,674,005-1,674,005-100%$26.8M———
Envestnet Asset Management Inc
N/A—1,598,174-1,598,174-100%$25.6M———
AQR Capital Management LLC
N/A—1,525,686-1,525,686-100%$24.5M———
Quantinno Capital Management LP
N/A—1,402,650-1,402,650-100%$22.5M———
Wells Fargo & Company
N/A—1,150,820-1,150,820-100%$18.4M———
Millennium Management LLC
N/A—1,050,698-1,050,698-100%$16.8M———
UBS Group AG
N/A—911,319-911,319-100%$14.6M———
JPMorgan Chase & Co
N/A—744,916-744,916-100%$11.9M———
Stifel Financial Corp
N/A—722,863-722,863-100%$11.6M———
BNP Paribas Financial Markets
N/A—714,143-714,143-100%$11.4M———
Royal Bank of Canada
N/A—692,900-692,900-100%$11.1M———
Focus Partners Wealth
N/A—679,950-679,950-100%$10.9M———
Charles Schwab Investment Management Inc
N/A—619,021-619,021-100%$9.9M———
American Century Companies Inc
N/A—584,560-584,560-100%$9.4M———
LPL Financial LLC
N/A—555,228-555,228-100%$8.9M———
Balyasny Asset Management L.P.
N/A—511,336-511,336-100%$8.2M———
Two Sigma Investments, LP
N/A—485,733-485,733-100%$7.8M———
PFM Health Sciences, LP
N/A—444,173-444,173-100%$7.1M———
Bleakley Financial Group, LLC
N/A—432,956-432,956-100%$6.9M———
Raymond James Financial Inc
N/A—408,739-408,739-100%$6.6M———
Federated Hermes, Inc.
N/A—376,858-376,858-100%$6.0M———
QRG Capital Management, Inc.
N/A—372,752-372,752-100%$6.0M———
Vestmark Advisory Solutions, Inc.
N/A—351,770-351,770-100%$5.6M———
Mariner, LLC
N/A—308,157-308,157-100%$4.9M———
Bank of America Corp
N/A—307,312-307,312-100%$4.9M———
HRT Financial LP
N/A—278,706-278,706-100%$4.5M———
Hudson Bay Capital Management LP
N/A—275,000-275,000-100%$4.4M———
Hantz Financial Services, Inc.
N/A—269,650-269,650-100%$4.3M———
Natixis Advisors, LLC
N/A—268,328-268,328-100%$4.3M———
Pathstone Holdings, LLC
N/A—239,306-239,306-100%$3.8M———
SEI Investments Co
N/A—211,534-211,534-100%$3.4M———
Manning & Napier Advisors LLC
N/A—206,900-206,900-100%$3.3M———
Bank of Montreal
N/A—204,241-204,241-100%$3.3M———
Ameriprise Financial Inc
N/A—191,809-191,809-100%$3.1M———
O'shaughnessy Asset Management, LLC
N/A—191,537-191,537-100%$3.1M———
Nuveen, LLC
N/A—174,356-174,356-100%$2.8M———
Citadel Advisors LLC
N/A—168,128-168,128-100%$2.7M———
Mercer Global Advisors Inc
N/A—167,856-167,856-100%$2.7M———
Callan Family Office, LLC
N/A—165,303-165,303-100%$2.6M———
Cerity Partners LLC
N/A—160,601-160,601-100%$2.6M———
Russell Investments Group, Ltd.
N/A—152,678-152,678-100%$2.4M———
Cetera Investment Advisers
N/A—152,601-152,601-100%$2.4M———
Captrust Financial Advisors
N/A—143,998-143,998-100%$2.3M———
Vident Advisory, LLC
N/A—143,921-143,921-100%$2.3M———
Vanguard Personalized Indexing Management, LLC
N/A—127,525-127,525-100%$2.0M———
Vanguard Capital Management LLC
N/A—123,374-123,374-100%$2.0M———
Rhumbline Advisers
N/A—121,426-121,426-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—116,008-116,008-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—110,838-110,838-100%$1.8M———
Tudor Investment Corp ET AL
N/A—100,149-100,149-100%$1.6M———
IEQ Capital, LLC
N/A—99,417-99,417-100%$1.6M———
MML Investors Services, LLC
N/A—96,887-96,887-100%$1.6M———
HighTower Advisors, LLC
N/A—95,466-95,466-100%$1.5M———
Price T Rowe Associates Inc
N/A—94,848-94,848-100%$1.5M———
Dorsey Wright & Associates
N/A—94,276-94,276-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—87,929-87,929-100%$1.4M———
Neuberger Berman Group LLC
N/A—86,071-86,071-100%$1.4M———
M&T Bank Corp
N/A—85,032-85,032-100%$1.4M———
Boston Partners
N/A—84,903-84,903-100%$1.4M———
Point72 Asset Management, L.P.
N/A—77,658-77,658-100%$1.2M———
PCM Encore, LLC
N/A—76,278-76,278-100%$1.2M———
Graham Capital Management, L.P.
N/A—75,653-75,653-100%$1.2M———
Entropy Technologies, LP
N/A—65,587-65,587-100%$1.1M———
Sivia Capital Partners, LLC
N/A—64,459-64,459-100%$1.0M———
Tidal Investments LLC
N/A—59,554-59,554-100%$954.7K———
Naviter Wealth, LLC
N/A—59,492-59,492-100%$970.4K———
AdvisorShares Investments LLC
N/A—56,930-56,930-100%$912.6K———
Savant Capital, LLC
N/A—56,536-56,536-100%$961.6K———
UBS Asset Management Americas LLC
N/A—56,108-56,108-100%$899.4K———
Advisory Services Network, LLC
N/A—55,150-55,150-100%$884.1K———
Laird Norton Wetherby Trust Company, LLC
N/A—54,386-54,386-100%$887.8K———
PNC Financial Services Group, Inc.
N/A—49,797-49,797-100%$798.2K———
Syon Capital LLC
N/A—45,459-45,459-100%$728.7K———
Engineers Gate Manager LP
N/A—44,396-44,396-100%$711.7K———
Legal & General Group Plc
N/A—43,464-43,464-100%$696.5K———
Regal Investment Advisors LLC
N/A—42,569-42,569-100%$682.4K———
Caprock Group, LLC
N/A—40,725-40,725-100%$666.1K———
Franklin Resources Inc
N/A—40,282-40,282-100%$645.7K———
Arax Advisory Partners
N/A—39,210-39,210-100%$628.5K———
Global Retirement Partners, LLC
N/A—38,613-38,613-100%$619.0K———
&partners
N/A—37,853-37,853-100%$606.1K———
Ausdal Financial Partners, Inc.
N/A—37,097-37,097-100%$594.7K———
Sanctuary Advisors, LLC
N/A—36,883-36,883-100%$591.2K———
Merit Financial Group, LLC
N/A—35,173-35,173-100%$563.8K———
Group One Trading LLC
N/A—34,035-34,035-100%$545.6K———
Evolve Private Wealth, LLC
N/A—33,809-33,809-100%$542.0K———
Summit Trail Advisors, LLC
N/A—30,744-30,744-100%$492.8K———
Ballentine Partners, LLC
N/A—30,095-30,095-100%$482.4K———
Ellevest, Inc.
N/A—29,996-29,996-100%$480.4K———
Glenmede Trust Co NA
N/A—28,770-28,770-100%$461.2K———
Smartleaf Asset Management LLC
N/A—28,454-28,454-100%$454.7K———
United Capital Financial Advisors, LLC
N/A—27,496-27,496-100%$440.8K———
Jones Financial Companies Lllp
N/A—24,721-24,721-100%$393.3K———
Venturi Wealth Management, LLC
N/A—24,709-24,709-100%$396.1K———
Advisors Asset Management, Inc.
N/A—24,309-24,309-100%$389.7K———
Dynasty Wealth Management, LLC
N/A—22,873-22,873-100%$366.7K———
DRW Securities, LLC
N/A—22,425-22,425-100%$359.5K———
Quantbot Technologies LP
N/A—22,193-22,193-100%$355.8K———
Jackson Thornton Wealth Management, LLC
N/A—21,893-21,893-100%$350.9K———
Quadrature Capital Ltd
N/A—20,870-20,870-100%$334.5K———
Bartlett & Co. Wealth Management LLC
N/A—20,781-20,781-100%$339.5K———
Rothschild Investment LLC
N/A—19,966-19,966-100%$320.1K———
Osaic Holdings, Inc.
N/A—19,563-19,563-100%$313.6K———
BSW Wealth Partners
N/A—18,552-18,552-100%$297.4K———
Dorsey & Whitney Trust Co LLC
N/A—18,110-18,110-100%$290.3K———
Marshall Wace, LLP
N/A—18,000-18,000-100%$288.5K———
Independent Advisor Alliance
N/A—17,885-17,885-100%$286.7K———
Integrated Wealth Concepts LLC
N/A—17,872-17,872-100%$286.5K———
Personal CFO Solutions, LLC
N/A—17,738-17,738-100%$284.8K———
West Family Investments, Inc.
N/A—17,557-17,557-100%$281.4K———
Rockefeller Capital Management L.P.
N/A—17,441-17,441-100%$279.6K———
Natural Investments, LLC
N/A—17,230-17,230-100%$276.0K———
Bulltick Wealth Management, LLC
N/A—17,190-17,190-100%$280.6K———
Pure Financial Advisors, LLC
N/A—16,991-16,991-100%$272.4K———
CIBC World Market Inc.
N/A—16,880-16,880-100%$270.6K———
Beacon Pointe Advisors, LLC
N/A—16,724-16,724-100%$268.1K———
Walleye Capital LLC
N/A—15,469-15,469-100%$248.0K———
Invesco Ltd.
N/A—15,000-15,000-100%$240.5K———
EP Wealth Advisors, LLC
N/A—14,674-14,674-100%$235.2K———
Checchi Capital Advisers, LLC
N/A—14,357-14,357-100%$230.1K———
Focus Partners Advisor Solutions, LLC
N/A—14,302-14,302-100%$229.3K———
Cornerstone Select Advisors, LLC
N/A—14,194-14,194-100%$227.5K———
Susquehanna International Group, LLP
N/A—13,899-13,899-100%$222.8K———
Allworth Financial LP
N/A—13,516-13,516-100%$216.7K———
Flow Traders U.S. LLC
N/A—13,484-13,484-100%$216.0K———
Envestnet Portfolio Solutions, Inc.
N/A—12,997-12,997-100%$208.3K———
Drive Wealth Management, LLC
N/A—12,648-12,648-100%$206.2K———
Alliancebernstein L.P.
N/A—12,522-12,522-100%$231.9K———
GSA Capital Partners LLP
N/A—12,343-12,343-100%$198.0K———
Frec Markets, Inc.
N/A—12,323-12,323-100%$197.5K———
Qtron Investments LLC
N/A—11,757-11,757-100%$188.5K———
New York State Common Retirement Fund
N/A—11,757-11,757-100%$188.5K———
Stonebrook Private Inc.
N/A—11,484-11,484-100%$184.1K———
Optas, LLC
N/A—11,030-11,030-100%$176.8K———
Blair William & Co
N/A—10,703-10,703-100%$171.6K———
Modern Wealth Management, LLC
N/A—10,561-10,561-100%$169.3K———
Baird Financial Group, Inc.
N/A—10,378-10,378-100%$166.4K———
Coldstream Capital Management Inc
N/A—10,332-10,332-100%$165.6K———
MAI Capital Management
N/A—10,292-10,292-100%$166.3K———
Ariadne Wealth Management, LP
N/A—10,190-10,190-100%$163.3K———
Fortis Capital Advisors, LLC
N/A—10,178-10,178-100%$163.2K———
Belpointe Asset Management LLC
N/A—10,178-10,178-100%$163.2K———
Principal Securities, Inc.
N/A—10,165-10,165-100%$162.9K———
Federation des caisses Desjardins du Quebec
N/A—9,764-9,764-100%$156.5K———
Brown Brothers Harriman & Co
N/A—9,333-9,333-100%$149.6K———
BFC Planning, Inc.
N/A—9,261-9,261-100%$148.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,922-8,922-100%$143.0K———
Rexford Capital Inc
N/A—8,370-8,370-100%$134.2K———
Harbour Investments, Inc.
N/A—8,036-8,036-100%$128.8K———
SG Americas Securities, LLC
N/A—7,065-7,065-100%$113.0K———
National Bank of Canada
N/A—6,747-6,747-100%$108.0K———
Barclays PLC
N/A—4,792-4,792-100%$76.8K———
Erste Asset Management GmbH
N/A—3,674-3,674-100%$68.2K———
Transamerica Financial Advisors, LLC
N/A—2,562-2,562-100%$41.1K———
SHP Wealth Management
N/A—2,393-2,393-100%$38.4K———
Smithfield Trust Co
N/A—2,108-2,108-100%$33———
Bessemer Group Inc
N/A—1,796-1,796-100%$14.0K———
Basecamp Wealth Advisors LLC
N/A—1,787-1,787-100%$28.6K———
Financial Avengers, Inc.
N/A—1,750-1,750-100%$28.1K———
Ancora Advisors LLCA
N/A—1,413-1,413-100%$22.6K———
Northwestern Mutual Wealth Management Co
N/A—1,227-1,227-100%$19.7K———
UMB Bank, n.a.
N/A—1,117-1,117-100%$17.9K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,081-1,081-100%$17.3K———
Acadian Asset Management LLC
N/A—797-797-100%$12———
Kilter Group LLC
N/A—693-693-100%$11.1K———
Institute for Wealth Management, Llc.
N/A—602-602-100%$9.6K———
Cornerstone Financial Management LLC
N/A—553-553-100%$8.9K———
GW&K Investment Management, LLC
N/A—548-548-100%$9———
Motco
N/A—516-516-100%$8.3K———
Bruce G. Allen Investments, LLC
N/A—448-448-100%$7.2K———
Zions Bancorporation, National Association
N/A—433-433-100%$6.9K———
Colonial Trust Advisors
N/A—352-352-100%$5.6K———
BOK Financial Private Wealth, Inc.
N/A—329-329-100%$5.3K———
NewEdge Advisors, LLC
N/A—328-328-100%$5.3K———
Macquarie Group LTD
N/A—324-324-100%$5.2K———
Geneos Wealth Management Inc.
N/A—307-307-100%$4.9K———
IMA Advisory Services, Inc.
N/A—296-296-100%$4.7K———
Evelyn Partners Group Ltd
N/A—272-272-100%$4.4K———
Coston, McIsaac & Partners
N/A—259-259-100%$4———
Raffa Wealth Management, LLC
N/A—208-208-100%$3.3K———
Huntington National Bank
N/A—167-167-100%$2.7K———
Atlantic Union Bankshares Corp
N/A—150-150-100%$2.4K———
Tidemark, LLC
N/A—126-126-100%$2.0K———
Strategic Investment Solutions, Inc.
N/A—125-125-100%$2.0K———
Fiduciary Financial Advisors
N/A—122-122-100%$2.0K———
Deutsche Bank Ag\
N/A—120-120-100%$1.9K———
Quent Capital, LLC
N/A—109-109-100%$1.7K———
Ameriflex Group, Inc.
N/A—106-106-100%$1.7K———
Allied Private Wealth LLC
N/A—103-103-100%$1.7K———
HM Payson & Co
N/A—100-100-100%$1.6K———
LRI Investments, LLC
N/A—87-87-100%$1.4K———
Highland Investment Advisors LLC
N/A—76-76-100%$1.2K———
Continuum Advisory, LLC
N/A—72-72-100%$1.2K———
Gould Capital, LLC
N/A—70-70-100%$1.1K———
Keating Financial Advisory Services, Inc.
N/A—66-66-100%$1.1K———
Front Row Advisors LLC
N/A—57-57-100%$996———
Collier Financial
N/A—50-50-100%$802———
Silicon Valley Capital Partners
N/A—39-39-100%$625———
Bogart Wealth, LLC
N/A—38-38-100%$609———
Godfrey Financial Associates, Inc.
N/A—35-35-100%$561———
Oakmont Advisory Group, LLC
N/A—31-31-100%$497———
Clearstead Advisors, LLC
N/A—25-25-100%$401———
MidFirst Bank
N/A—24-24-100%$385———
Marshall Investment Management, LLC
N/A—18-18-100%$289———
Steigerwald, Gordon & Koch Inc.
N/A—1-1-100%$16———
Showing 414 of 414 institutions