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UGI Corp (UGI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LSV Asset Management
DECREASED
Shares6,094,815 from 6,231,070
Change-136,255 (-2%)
Value$217.4K (-$215.0M)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares4,356,847 from 4,543,038
Change-186,191 (-4%)
Value$155.4M (-$1.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,093,587 from 2,980,373
Change+113,214 (+4%)
Value$110.4M (+$7.4M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares2,945,412 from 2,797,324
Change+148,088 (+5%)
Value$105.1M (+$8.4M)
Filed 2026-11-05
Hamlin Capital Management, LLC
DECREASED
Shares2,554,320 from 2,656,429
Change-102,109 (-4%)
Value$91.1M (-$640.5K)
Filed 2026-10-08
MacKenzie Financial Corp
DECREASED
Shares1,429,760 from 1,526,713
Change-96,953 (-6%)
Value$51.0M (-$1.7M)
Filed 2026-11-02
Deprince Race & Zollo Inc
INCREASED
Shares1,402,156 from 1,338,417
Change+63,739 (+5%)
Value$50.0M (+$3.8M)
Filed 2026-10-13
Private Management Group Inc
INCREASED
Shares1,104,312 from 1,057,888
Change+46,424 (+4%)
Value$39.4M (+$2.9M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares981,799 from 999,037
Change-17,238 (-2%)
Value$35.0K (-$34.5M)
Filed 2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED
Shares664,400 from 804,600
Change-140,200 (-17%)
Value$23.7M (-$4.1M)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares588,346 from 1,335,508
Change-747,162 (-56%)
Value$21.0M (-$25.1M)
Filed 2026-11-06
Retirement Systems of Alabama
DECREASED
Shares569,501 from 570,004
Change-503 (0%)
Value$20.3M (+$626.2K)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares492,632 from 486,772
Change+5,860 (+1%)
Value$17.6M (+$759.1K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares470,787 from 235,305
Change+235,482 (+100%)
Value$16.8M (+$8.7M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares462,750 from 473,203
Change-10,453 (-2%)
Value$16.5M (+$161.9K)
Filed 2026-11-06
Burney Co/
DECREASED
Shares404,911 from 420,531
Change-15,620 (-4%)
Value$14.4M (-$81.9K)
Filed 2026-10-15
Wedge Capital Management L L P
DECREASED
Shares379,387 from 421,348
Change-41,961 (-10%)
Value$13.5M (-$1.0M)
Filed 2026-10-13
Roffman Miller Associates Inc
INCREASED
Shares332,133 from 329,841
Change+2,292 (+1%)
Value$11.8M (+$454.5K)
Filed 2026-10-19
Crossmark Global Holdings, Inc.
DECREASED
Shares293,409 from 314,833
Change-21,424 (-7%)
Value$10.5M (-$408.4K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED
Shares292,744 from 258,181
Change+34,563 (+13%)
Value$10.4M (+$1.5M)
Filed 2026-10-16
Bank of Montreal
DECREASED
Shares227,531 from 288,573
Change-61,042 (-21%)
Value$8.1M (-$1.9M)
Filed 2026-11-09
Deutsche Bank Ag\
INCREASED
Shares190,390 from 56,009
Change+134,381 (+240%)
Value$6.8M (+$4.9M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares189,049 from 196,799
Change-7,750 (-4%)
Value$6.7K (-$6.8M)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares175,644 from 191,641
Change-15,997 (-8%)
Value$6.3M (-$354.1K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares170,584 from 358,106
Change-187,522 (-52%)
Value$6.1M (-$6.3M)
Filed 2026-11-04
Squarepoint Ops LLC
DECREASED
Shares152,680 from 512,102
Change-359,422 (-70%)
Value$5.4M (-$12.2M)
Filed 2026-11-09
Creative Planning
INCREASED
Shares139,899 from 117,883
Change+22,016 (+19%)
Value$5.0M (+$918.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares139,294 from 131,746
Change+7,548 (+6%)
Value$5.0M (+$418.1K)
Filed 2026-11-02
Convergence Investment Partners, LLC
NEW
Shares127,976
Change+127,976
Value$4.6M
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares125,908 from 124,380
Change+1,528 (+1%)
Value$4.5K (-$4.3M)
Filed 2026-11-02
Virginia Retirement Systems ET Al
DECREASED
Shares119,400 from 122,200
Change-2,800 (-2%)
Value$4.3M (+$38.2K)
Filed 2026-10-28
Edmp, Inc.
DECREASED
Shares118,838 from 120,683
Change-1,845 (-2%)
Value$4.2M (+$70.6K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares117,872 from 111,206
Change+6,666 (+6%)
Value$4.2M (+$365.9K)
Filed 2026-10-20
Hennessy Advisors Inc
UNCHANGED
Shares113,952 from 113,952
Change0 (0%)
Value$4.1M (+$128.8K)
Filed 2026-10-28
Illinois Municipal Retirement Fund
DECREASED
Shares112,594 from 125,152
Change-12,558 (-10%)
Value$4.0M (-$306.5K)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares107,589 from 73,040
Change+34,549 (+47%)
Value$3.8M (+$1.3M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares106,722 from 102,255
Change+4,467 (+4%)
Value$3.8M (+$274.9K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares100,020 from 89,321
Change+10,699 (+12%)
Value$3.4M (+$473.2K)
Filed 2026-10-13
Amalgamated Bank
INCREASED
Shares96,343 from 95,507
Change+836 (+1%)
Value$3.4K (-$3.3M)
Filed 2026-10-23
CWA Asset Management Group, LLC
INCREASED
Shares95,069 from 37,499
Change+57,570 (+154%)
Value$3.4M (+$2.1M)
Filed 2026-10-19
Assenagon Asset Management S.A.
NEW
Shares93,825
Change+93,825
Value$3.3M
Filed 2026-10-15
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares92,556 from 96,006
Change-3,450 (-4%)
Value$3.3M (-$14.6K)
Filed 2026-11-09
Bill Few Associates, Inc.
DECREASED
Shares89,414 from 91,832
Change-2,418 (-3%)
Value$3.2M (+$17.5K)
Filed 2026-10-09
DekaBank Deutsche Girozentrale
INCREASED
Shares82,764 from 16,635
Change+66,129 (+398%)
Value$3.0K (+$2.4K)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares78,171 from 79,594
Change-1,423 (-2%)
Value$2.8M (+$39.2K)
Filed 2026-10-23
State of New Jersey Common Pension Fund D
INCREASED
Shares65,554 from 61,766
Change+3,788 (+6%)
Value$2.3M (+$204.9K)
Filed 2026-11-05
KBC Group NV
DECREASED
Shares64,845 from 85,347
Change-20,502 (-24%)
Value$2.3K (-$2.9M)
Filed 2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares64,733 from 41,033
Change+23,700 (+58%)
Value$2.3M (+$891.7K)
Filed 2026-10-19
Louisiana State Employees Retirement System
INCREASED
Shares63,700 from 62,700
Change+1,000 (+2%)
Value$2.3M (+$106.5K)
Filed 2026-10-20
Kendall Capital Management
INCREASED
Shares63,263 from 61,578
Change+1,685 (+3%)
Value$2.3M (+$129.7K)
Filed 2026-10-23
Arizona State Retirement System
INCREASED
Shares60,387 from 59,225
Change+1,162 (+2%)
Value$2.2M (+$108.4K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares59,673 from 63,135
Change-3,462 (-5%)
Value$2.1M (-$52.1K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares58,076 from 55,724
Change+2,352 (+4%)
Value$2.1M (+$146.9K)
Filed 2026-11-06
Steel Grove Capital Advisors, LLC
INCREASED
Shares57,172 from 49,577
Change+7,595 (+15%)
Value$2.0M (+$326.9K)
Filed 2026-10-13
MSH Capital Advisors LLC
DECREASED
Shares55,374 from 56,788
Change-1,414 (-2%)
Value$2.0M (+$13.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares51,645 from 50,242
Change+1,403 (+3%)
Value$1.8M (+$106.8K)
Filed 2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares51,199 from 51,326
Change-127 (0%)
Value$1.8M (+$53.5K)
Filed 2026-11-03
State of Michigan Retirement System
INCREASED
Shares50,358 from 50,158
Change+200 (+0%)
Value$1.8M (+$63.8K)
Filed 2026-10-27
Oregon Public Employees Retirement Fund
INCREASED
Shares44,426 from 44,326
Change+100 (+0%)
Value$1.6M (+$53.7K)
Filed 2026-10-30
Applied Finance Capital Management, LLC
INCREASED
Shares44,104 from 42,849
Change+1,255 (+3%)
Value$1.6M (+$93.2K)
Filed 2026-11-03
New Mexico Educational Retirement Board
UNCHANGED
Shares42,800 from 42,800
Change0 (0%)
Value$1.5K (-$1.5M)
Filed 2026-11-05
Alps Advisors Inc
DECREASED
Shares42,753 from 63,216
Change-20,463 (-32%)
Value$1.5M (-$658.5K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares40,464 from 39,361
Change+1,103 (+3%)
Value$1.4M (+$83.9K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares39,705 from 18,390
Change+21,315 (+116%)
Value$1.4M (+$780.1K)
Filed 2026-10-08
Huntleigh Advisors, Inc.
INCREASED
Shares39,299 from 38,543
Change+756 (+2%)
Value$1.4M (+$70.5K)
Filed 2026-11-03
Amundi
DECREASED
Shares39,021 from 41,915
Change-2,894 (-7%)
Value$1.4M (-$55.8K)
Filed 2026-11-06
Argyle Capital Management, LLC
INCREASED
Shares38,324 from 37,774
Change+550 (+1%)
Value$1.4M (+$62.3K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares38,226 from 35,816
Change+2,410 (+7%)
Value$1.4M (+$126.7K)
Filed 2026-10-28
Abundance Wealth Counselors
INCREASED
Shares36,435 from 33,782
Change+2,653 (+8%)
Value$1.3M (+$132.8K)
Filed 2026-10-26
Pictet Asset Management Holding SA
DECREASED
Shares35,317 from 35,584
Change-267 (-1%)
Value$1.3M (+$30.7K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares33,482 from 14,942
Change+18,540 (+124%)
Value$1.2M (+$678.2K)
Filed 2026-10-29
Xponance LLC
DECREASED
Shares32,618 from 32,710
Change-92 (0%)
Value$1.2M (+$33.7K)
Filed 2026-11-03
BCM Advisors, LLC
UNCHANGED
Shares32,225 from 32,225
Change0 (0%)
Value$1.2M (+$43.2K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares31,594 from 26,908
Change+4,686 (+17%)
Value$1.1M (+$197.6K)
Filed 2026-10-30
Nordwand Advisors, LLC
UNCHANGED
Shares30,600 from 30,600
Change0 (0%)
Value$1.1M (+$34.6K)
Filed 2026-11-05
Burford Brothers, Inc.
NEW
Shares29,814
Change+29,814
Value$1.1M
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares29,767 from 29,349
Change+418 (+1%)
Value$1.1M (+$48.1K)
Filed 2026-11-04
Chase Investment Counsel Corp
DECREASED
Shares29,638 from 29,656
Change-18 (0%)
Value$1.1K (-$1.0M)
Filed 2026-11-09
Nilsine Partners, LLC
INCREASED
Shares29,342 from 26,254
Change+3,088 (+12%)
Value$1.0M (+$139.8K)
Filed 2026-11-02
Naples Global Advisors, LLC
INCREASED
Shares26,950 from 26,943
Change+7 (+0%)
Value$970.9K (+$30.7K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares26,792 from 27,584
Change-792 (-3%)
Value$955.7K (+$2.9K)
Filed 2026-10-07
Atria Investments, Inc
DECREASED
Shares26,401 from 28,990
Change-2,589 (-9%)
Value$941.7K (-$59.6K)
Filed 2026-10-15
Loudon Investment Management, LLC
UNCHANGED
Shares26,145 from 26,145
Change0 (0%)
Value$932.6K (+$29.5K)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares25,989 from 19,803
Change+6,186 (+31%)
Value$927.0K (+$243.0K)
Filed 2026-11-04
WBI Investments, LLC
INCREASED
Shares25,465 from 21,553
Change+3,912 (+18%)
Value$908.3K (+$163.9K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares25,064 from 18,315
Change+6,749 (+37%)
Value$969.8K (+$336.8K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares23,592 from 23,310
Change+282 (+1%)
Value$841.5K (+$36.4K)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares22,163 from 21,868
Change+295 (+1%)
Value$790.6K (+$35.2K)
Filed 2026-10-28
Global Financial Private Client, LLC
INCREASED
Shares22,094 from 21,990
Change+104 (+0%)
Value$788.1K (+$28.6K)
Filed 2026-10-15
Nine Masts Capital Ltd
NEW
Shares21,388
Change+21,388
Value$762.9K
Filed 2026-11-09
Swiss Life Asset Management Ltd
INCREASED
Shares21,358 from 14,393
Change+6,965 (+48%)
Value$761.8K (+$264.7K)
Filed 2026-11-03
LVW Advisors, LLC
NEW
Shares21,329
Change+21,329
Value$760.8K
Filed 2026-10-19
Childress Capital Advisors, LLC
INCREASED
Shares21,177 from 19,105
Change+2,072 (+11%)
Value$755.4K (+$95.5K)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares20,921 from 9,840
Change+11,081 (+113%)
Value$785.0K (+$422.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares20,921 from 9,840
Change+11,081 (+113%)
Value$785.0K (+$422.0K)
Filed 2026-10-20
Live Oak Investment Partners
DECREASED
Shares20,869 from 20,870
Change-1 (0%)
Value$744.4K (+$23.5K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
NEW
Shares20,470
Change+20,470
Value$730.2K
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares20,322 from 21,007
Change-685 (-3%)
Value$724 (-$724.3K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares20,269 from 20,092
Change+177 (+1%)
Value$723.0K (+$29.0K)
Filed 2026-10-26
Nykredit A/S
INCREASED
Shares19,184 from 6,135
Change+13,049 (+213%)
Value$684.3K (+$472.4K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares19,157 from 16,194
Change+2,963 (+18%)
Value$683.3K (+$124.0K)
Filed 2026-10-23
Vista Investment Partners LLC
NEW
Shares18,564
Change+18,564
Value$662.2K
Filed 2026-10-08
Achmea Investment Management B.V.
NEW
Shares18,400
Change+18,400
Value$656.8K
Filed 2026-10-30
Savant Capital, LLC
INCREASED
Shares18,321 from 6,210
Change+12,111 (+195%)
Value$653.5K (+$433.3K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares17,639 from 17,401
Change+238 (+1%)
Value$629 (-$600.4K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares17,478 from 17,380
Change+98 (+1%)
Value$640.6K (+$27.6K)
Filed 2026-10-08
Arga Investment Management, LP
UNCHANGED
Shares17,216 from 17,216
Change0 (0%)
Value$614.1K (+$19.5K)
Filed 2026-10-30
IFG Advisory, LLC
INCREASED
Shares16,538 from 16,303
Change+235 (+1%)
Value$589.9K (+$26.8K)
Filed 2026-11-09
denkapparat Operations GmbH
DECREASED
Shares16,424 from 22,358
Change-5,934 (-27%)
Value$585.8K (-$186.4K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
NEW
Shares15,994
Change+15,994
Value$570.5K
Filed 2026-10-21
Hamel Associates, Inc.
INCREASED
Shares15,975 from 7,500
Change+8,475 (+113%)
Value$569.8K (+$310.8K)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares15,759 from 15,840
Change-81 (-1%)
Value$562.1K (-$17.9K)
Filed 2026-11-06
Investment Research Partners LLC
INCREASED
Shares15,536 from 12,129
Change+3,407 (+28%)
Value$554.2K (+$135.2K)
Filed 2026-10-19
Wesbanco Bank Inc
DECREASED
Shares15,509 from 17,239
Change-1,730 (-10%)
Value$553.2K (-$42.2K)
Filed 2026-11-04
Alpha Omega Wealth Management LLC
UNCHANGED
Shares14,775 from 14,775
Change0 (0%)
Value$527.0K (+$16.7K)
Filed 2026-10-23
Synergy Asset Management, LLC
DECREASED
Shares14,559 from 88,290
Change-73,731 (-84%)
Value$519.3K (-$2.5M)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares14,475 from 8,952
Change+5,523 (+62%)
Value$516.3K (+$207.1K)
Filed 2026-11-09
Carnegie Investment Counsel
UNCHANGED
Shares14,294 from 14,294
Change0 (0%)
Value$509.9K (+$16.2K)
Filed 2026-10-20
Asset Management One Co., Ltd.
DECREASED
Shares13,992 from 15,316
Change-1,324 (-9%)
Value$499.1K (-$29.9K)
Filed 2026-10-27
Praxis Investment Management Inc
UNCHANGED
Shares13,957 from 13,957
Change0 (0%)
Value$498 (-$481.5K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares13,836 from 10,702
Change+3,134 (+29%)
Value$493.5K (+$123.9K)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares13,551 from 14,570
Change-1,019 (-7%)
Value$483.4K (-$19.9K)
Filed 2026-11-03
Harrell Investment Partners, LLC
DECREASED
Shares13,497 from 15,415
Change-1,918 (-12%)
Value$481.4K (-$51.0K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares13,485 from 13,634
Change-149 (-1%)
Value$481.0K (+$10.1K)
Filed 2026-11-05
Eagle Harbor Asset Management Inc
NEW
Shares13,248
Change+13,248
Value$472.6K
Filed 2026-10-21
Clark Financial Services Group Inc
INCREASED
Shares13,247 from 10,987
Change+2,260 (+21%)
Value$472.5K (+$93.0K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares13,091 from 13,615
Change-524 (-4%)
Value$466.9K (-$3.4K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares13,052 from 12,154
Change+898 (+7%)
Value$502.4K (+$53.3K)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
DECREASED
Shares12,694 from 12,702
Change-8 (0%)
Value$452.8K (+$14.1K)
Filed 2026-10-27
iA Global Asset Management Inc.
INCREASED
Shares12,609 from 8,524
Change+4,085 (+48%)
Value$450 (-$293.6K)
Filed 2026-10-29
Quadrant Capital Group LLC
DECREASED
Shares12,363 from 12,396
Change-33 (0%)
Value$465.5K (+$37.3K)
Filed 2026-10-20
Gateway Investment Advisers LLC
NEW
Shares11,952
Change+11,952
Value$426.3K
Filed 2026-10-13
Inspire Investing, LLC
DECREASED
Shares11,937 from 12,054
Change-117 (-1%)
Value$425.8K (+$9.4K)
Filed 2026-10-22
First Citizens Bank & Trust Co
DECREASED
Shares11,817 from 29,226
Change-17,409 (-60%)
Value$421.5K (-$588.0K)
Filed 2026-10-14
Rydar Equities, Inc.
INCREASED
Shares11,735 from 11,730
Change+5 (+0%)
Value$430.1K (+$1.1K)
Filed 2026-10-13
Maryland State Retirement & Pension System
INCREASED
Shares11,706 from 10,047
Change+1,659 (+17%)
Value$417.6K (+$70.5K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares10,832 from 9,740
Change+1,092 (+11%)
Value$386.4K (+$50.0K)
Filed 2026-10-08
Wedmont Private Capital
NEW
Shares10,764
Change+10,764
Value$397.6K
Filed 2026-10-09
T3 Companies, LLC
NEW
Shares10,722
Change+10,722
Value$382.5K
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares10,534 from 6,517
Change+4,017 (+62%)
Value$375.7K (+$150.7K)
Filed 2026-10-14
Angeles Wealth Management, LLC
INCREASED
Shares10,415 from 10,356
Change+59 (+1%)
Value$375.4K (+$13.8K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares10,212 from 10,022
Change+190 (+2%)
Value$364.3K (+$18.1K)
Filed 2026-10-28
Lido Advisors, LLC
NEW
Shares10,184
Change+10,184
Value$363.3K
Filed 2026-11-04
Fulcrum Asset Management LLP
NEW
Shares10,162
Change+10,162
Value$367.4K
Filed 2026-11-04
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares10,133 from 9,689
Change+444 (+5%)
Value$363.5K (+$26.8K)
Filed 2026-11-09
Howland Capital Management LLC
INCREASED
Shares10,105 from 10,000
Change+105 (+1%)
Value$364.2K (+$15.0K)
Filed 2026-10-22
Corundum Group, Inc.
NEW
Shares9,773
Change+9,773
Value$348.6K
Filed 2026-10-28
Corundum Trust Company, Inc
UNCHANGED
Shares9,773 from 9,773
Change0 (0%)
Value$348.6K (+$11.0K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares9,535
Change+9,535
Value$340.1K
Filed 2026-11-03
SYM Financial Corp
DECREASED
Shares9,411 from 9,520
Change-109 (-1%)
Value$335.7K (+$6.9K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares9,291 from 7,294
Change+1,997 (+27%)
Value$331.4K (+$79.5K)
Filed 2026-10-23
Leuthold Group, LLC
DECREASED
Shares9,276 from 9,336
Change-60 (-1%)
Value$330.9K (+$8.4K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares9,273 from 6,481
Change+2,792 (+43%)
Value$349.1K (+$116.8K)
Filed 2026-10-20
Citizens Financial Group Inc
INCREASED
Shares9,035 from 6,939
Change+2,096 (+30%)
Value$325.5K (+$83.7K)
Filed 2026-10-23
Parcion Private Wealth LLC
INCREASED
Shares8,776 from 8,558
Change+218 (+3%)
Value$313.0K (+$17.4K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares8,536 from 8,536
Change0 (0%)
Value$304.5K (+$9.6K)
Filed 2026-10-13
Compass Financial Management LLC
UNCHANGED
Shares8,458 from 8,458
Change0 (0%)
Value$301.7K (-$4.4K)
Filed 2026-10-30
Midwest Trust Co
NEW
Shares8,433
Change+8,433
Value$300.8K
Filed 2026-10-22
Fulton Bank, N.A.
DECREASED
Shares8,400 from 9,462
Change-1,062 (-11%)
Value$299.6K (-$27.2K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
DECREASED
Shares8,319 from 8,594
Change-275 (-3%)
Value$309.1K (+$7.0K)
Filed 2026-10-19
Chesley Taft & Associates LLC
UNCHANGED
Shares8,280 from 8,280
Change0 (0%)
Value$295.3K (+$9.4K)
Filed 2026-10-13
Teza Capital Management LLC
NEW
Shares8,262
Change+8,262
Value$294.7K
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares8,151 from 8,457
Change-306 (-4%)
Value$290.7K (-$1.4K)
Filed 2026-10-29
Ellis Investment Partners, LLC
DECREASED
Shares8,109 from 8,219
Change-110 (-1%)
Value$289.3K (+$5.4K)
Filed 2026-10-21
Reston Wealth Management LLC
UNCHANGED
Shares8,070 from 8,070
Change0 (0%)
Value$287.8K (+$9.1K)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares8,024 from 8,299
Change-275 (-3%)
Value$286.2K (-$460)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares8,007 from 7,780
Change+227 (+3%)
Value$285.6K (+$16.9K)
Filed 2026-10-22
Avail Investment Partners, LLC
INCREASED
Shares7,775 from 5,950
Change+1,825 (+31%)
Value$277.3K (+$71.8K)
Filed 2026-10-16
Ritholtz Wealth Management
NEW
Shares7,689
Change+7,689
Value$274.3K
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares7,649 from 7,307
Change+342 (+5%)
Value$272.8K (+$20.5K)
Filed 2026-10-27
Invested Advisors
INCREASED
Shares7,570 from 6,218
Change+1,352 (+22%)
Value$270.0K (+$55.3K)
Filed 2026-10-23
Hantz Financial Services, Inc.
INCREASED
Shares7,532 from 5,435
Change+2,097 (+39%)
Value$269 (-$187.7K)
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares7,505 from 7,494
Change+11 (+0%)
Value$267.7K (+$8.9K)
Filed 2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares7,364
Change+7,364
Value$262.7K
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares7,261 from 6,731
Change+530 (+8%)
Value$259.0K (+$26.5K)
Filed 2026-10-16
Evergreen Capital Management LLC
DECREASED
Shares7,104 from 7,138
Change-34 (0%)
Value$254.3K (+$6.2K)
Filed 2026-10-23
HBK Sorce Advisory LLC
DECREASED
Shares7,091 from 7,160
Change-69 (-1%)
Value$263.9K (+$9.5K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,033 from 6,642
Change+391 (+6%)
Value$259.8K (+$20.2K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares7,016 from 7,334
Change-318 (-4%)
Value$264.4K (+$11.1K)
Filed 2026-10-13
SVB Wealth LLC
NEW
Shares6,946
Change+6,946
Value$247.8K
Filed 2026-11-06
Bfsg, LLC
INCREASED
Shares6,783 from 6,467
Change+316 (+5%)
Value$242.0K (+$18.6K)
Filed 2026-10-30
Partnership Wealth Management, LLC
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$240.8K (+$7.6K)
Filed 2026-10-05
Linden Thomas Advisory Services, LLC
INCREASED
Shares6,705 from 6,569
Change+136 (+2%)
Value$239.2K (+$12.3K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares6,704 from 6,085
Change+619 (+10%)
Value$240.6K (+$29.2K)
Filed 2026-11-04
Jeppson Wealth Management, LLC
UNCHANGED
Shares6,610 from 6,610
Change0 (0%)
Value$235.8K (+$7.5K)
Filed 2026-10-20
North Dakota State Investment Board
INCREASED
Shares6,579 from 6,395
Change+184 (+3%)
Value$234.7K (+$13.8K)
Filed 2026-10-27
UMB Bank, n.a.
DECREASED
Shares6,495 from 6,567
Change-72 (-1%)
Value$231.7K (+$4.9K)
Filed 2026-11-06
CIBC Asset Management Inc
UNCHANGED
Shares6,477 from 6,477
Change0 (0%)
Value$231.0K (+$7.3K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares6,475 from 6,431
Change+44 (+1%)
Value$223.6K (+$1.5K)
Filed 2026-11-06
Procyon Advisors, LLC
NEW
Shares6,460
Change+6,460
Value$230.4K
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares6,236 from 6,464
Change-228 (-4%)
Value$222.4K (-$829)
Filed 2026-10-22
OP Asset Management Ltd
UNCHANGED
Shares6,112 from 6,112
Change0 (0%)
Value$218.0K (+$6.9K)
Filed 2026-11-05
Quartz Partners, LLC
INCREASED
Shares6,081 from 5,865
Change+216 (+4%)
Value$216.9K (+$14.3K)
Filed 2026-11-03
Great Valley Advisor Group, Inc.
INCREASED
Shares6,075 from 6,031
Change+44 (+1%)
Value$216.7K (+$8.4K)
Filed 2026-11-09
Optas, LLC
UNCHANGED
Shares6,057 from 6,057
Change0 (0%)
Value$216.1K (+$6.8K)
Filed 2026-11-09
Aaron Wealth Advisors LLC
NEW
Shares6,055
Change+6,055
Value$216.0K
Filed 2026-10-13
Stone House Investment Management, LLC
INCREASED
Shares5,988 from 5,983
Change+5 (+0%)
Value$213.6K (+$6.9K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares5,958 from 6,280
Change-322 (-5%)
Value$212.5K (-$4.5K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares5,944 from 5,944
Change0 (0%)
Value$212.1K (+$6.7K)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares5,814 from 5,285
Change+529 (+10%)
Value$210.5K (+$26.0K)
Filed 2026-11-06
Guardian Partners Inc.
UNCHANGED
Shares5,731 from 5,731
Change0 (0%)
Value$204.4K (+$6.5K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares5,485 from 5,485
Change0 (0%)
Value$196 (-$135.9K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares5,184 from 4,948
Change+236 (+5%)
Value$184.9K (+$14.0K)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares4,653 from 4,562
Change+91 (+2%)
Value$166.0K (+$8.4K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares4,410 from 3,263
Change+1,147 (+35%)
Value$157.3K (+$44.6K)
Filed 2026-11-05
Summit Securities Group LLC
NEW
Shares4,309
Change+4,309
Value$153.7K
Filed 2026-11-05
CX Institutional
INCREASED
Shares4,179 from 930
Change+3,249 (+349%)
Value$149 (+$117)
Filed 2026-10-02
Caitong International Asset Management Co., Ltd
INCREASED
Shares3,991 from 11
Change+3,980 (+36182%)
Value$142.4K (+$142.0K)
Filed 2026-10-29
Covestor Ltd
INCREASED
Shares3,946 from 511
Change+3,435 (+672%)
Value$141 (+$124)
Filed 2026-10-30
Hartford Financial Management Inc.
UNCHANGED
Shares3,754 from 3,754
Change0 (0%)
Value$133.9K (+$4.2K)
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares3,531 from 4,076
Change-545 (-13%)
Value$126.0K (-$14.8K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares3,345 from 3,254
Change+91 (+3%)
Value$119.3K (+$6.9K)
Filed 2026-10-15
Alerus Financial NA
INCREASED
Shares3,097 from 645
Change+2,452 (+380%)
Value$110.5K (+$88.2K)
Filed 2026-11-09
Cullen T Bankers, Inc.
DECREASED
Shares3,077 from 3,805
Change-728 (-19%)
Value$109.8K (-$21.7K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares3,068 from 7,608
Change-4,540 (-60%)
Value$109.4K (-$153.3K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$108.8K (+$3.4K)
Filed 2026-10-23
Security National Bank
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$107.7K (+$3.4K)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares3,012 from 3,439
Change-427 (-12%)
Value$107.4K (-$11.3K)
Filed 2026-10-22
Quintet Private Bank (Europe) S.A.
INCREASED
Shares3,000 from 1,500
Change+1,500 (+100%)
Value$107.0K (+$55.2K)
Filed 2026-10-08
Strs Ohio
DECREASED
Shares2,951 from 6,719
Change-3,768 (-56%)
Value$105.3K (-$126.8K)
Filed 2026-10-30
Quent Capital, LLC
INCREASED
Shares2,874 from 2,597
Change+277 (+11%)
Value$106.5K (+$16.8K)
Filed 2026-11-09
Bessemer Group Inc
INCREASED
Shares2,717 from 2,248
Change+469 (+21%)
Value$96 (-$71.9K)
Filed 2026-11-09
Miller Global Investments, LLC
NEW
Shares2,238
Change+2,238
Value$79.8K
Filed 2026-10-02
Capital Advisors, Ltd. LLC
DECREASED
Shares1,991 from 2,000
Change-9 (0%)
Value$71 (+$2)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$64.2K (+$2.0K)
Filed 2026-10-13
Fairman Group, LLC
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$64.3K (+$2.0K)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$63.0K (+$2.0K)
Filed 2026-10-20
Atlas Capital Advisors Inc.
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$98.7K (+$40.2K)
Filed 2026-11-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,607 from 1,715
Change-108 (-6%)
Value$57.3K (-$1.9K)
Filed 2026-10-05
Central Trust Co
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$56.9K (+$1.8K)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares1,542 from 1,337
Change+205 (+15%)
Value$55.0K (+$8.8K)
Filed 2026-10-13
Duncker Streett & Co Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$53.5K (+$1.7K)
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares1,489
Change+1,489
Value$53.1K
Filed 2026-11-06
Wolverine Asset Management LLC
NEW
Shares1,481
Change+1,481
Value$52.8K
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,477 from 787
Change+690 (+88%)
Value$52.7K (+$25.5K)
Filed 2026-10-27
Bayforest Capital Ltd
DECREASED
Shares1,415 from 2,461
Change-1,046 (-42%)
Value$50.5K (-$34.5K)
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$48.7K (+$1.5K)
Filed 2026-10-02
Richardson Financial Services Inc.
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$48.5K (+$1.5K)
Filed 2026-10-30
Versant Capital Management, Inc
INCREASED
Shares1,354 from 1,268
Change+86 (+7%)
Value$48.3K (+$4.5K)
Filed 2026-10-02
Vision Financial Markets LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$45.5K (+$1.4K)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$45.0K (+$1.4K)
Filed 2026-10-26
Bare Financial Services, Inc
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$43.9K (+$1.4K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
NEW
Shares1,176
Change+1,176
Value$42.8K
Filed 2026-10-16
Deseret Mutual Benefit Administrators
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$41.9K (+$1.3K)
Filed 2026-11-04
Geneos Wealth Management Inc.
NEW
Shares1,171
Change+1,171
Value$41.8K
Filed 2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$39.3K (+$1.2K)
Filed 2026-10-23
Kimelman & Baird, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$37.5K (+$1.2K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,044
Change+1,044
Value$37.2K
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares1,023 from 945
Change+78 (+8%)
Value$36.5K (+$3.9K)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.7K (+$1.1K)
Filed 2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$33.9K (+$1.1K)
Filed 2026-11-05
Entrust Financial LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$32.7K (+$1.0K)
Filed 2026-11-04
Parkside Financial Bank & Trust
INCREASED
Shares902 from 724
Change+178 (+25%)
Value$32.2K (+$7.2K)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$30.5K (+$966)
Filed 2026-11-02
SJS Investment Consulting Inc.
DECREASED
Shares837 from 992
Change-155 (-16%)
Value$29.9K (-$4.4K)
Filed 2026-10-26
Manchester Capital Management LLC
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$29.2K (+$925)
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares764
Change+764
Value$27.3K
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares753 from 504
Change+249 (+49%)
Value$26.9K (+$9.4K)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$26.4K (+$837)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$24.9K (+$790)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares688 from 1,132
Change-444 (-39%)
Value$24.5K (-$14.6K)
Filed 2026-11-06
United Community Bank
INCREASED
Shares680 from 595
Change+85 (+14%)
Value$24.3K (+$3.7K)
Filed 2026-10-28
Asset Dedication, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$22.9K (+$726)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$22.4K (+$709)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
DECREASED
Shares599 from 1,049
Change-450 (-43%)
Value$21.4K (-$14.9K)
Filed 2026-11-03
William B. Walkup & Associates, Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$20.0K (+$633)
Filed 2026-11-05
Fortis Group Advisors, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$18.4K (+$582)
Filed 2026-11-06
Elevated Capital Advisors, LLC
INCREASED
Shares500 from 499
Change+1 (+0%)
Value$17.8K (+$573)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares422 from 134
Change+288 (+215%)
Value$15.1K (+$10.4K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares415 from 389
Change+26 (+7%)
Value$14.8K (+$1.4K)
Filed 2026-10-21
Clearstead Trust, LLC
DECREASED
Shares411 from 429
Change-18 (-4%)
Value$14.7K (-$157)
Filed 2026-11-06
FNY Investment Advisers, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14 (+$1)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
NEW
Shares387
Change+387
Value$13.8K
Filed 2026-10-16
Owl Creek Wealth Partners LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$13.7K (+$435)
Filed 2026-10-20
North Star Investment Management Corp.
INCREASED
Shares370 from 365
Change+5 (+1%)
Value$13.2K (+$591)
Filed 2026-10-27
Private Wealth Management Group, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$13.1K (+$414)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares352 from 190
Change+162 (+85%)
Value$12.6K (+$6.0K)
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares323 from 320
Change+3 (+1%)
Value$11.7K (+$481)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$11.1K (+$351)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares290 from 217
Change+73 (+34%)
Value$10.3K (+$2.8K)
Filed 2026-10-07
Nemes Rush Group LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$8.5K (+$270)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares238 from 1,003
Change-765 (-76%)
Value$8.5K (-$26.2K)
Filed 2026-10-27
Community Financial Services Group, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$7.9K (+$432)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares215
Change+215
Value$7.7K
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$7.2K (+$229)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$7.0K (+$221)
Filed 2026-10-22
High Note Wealth, LLC
NEW
Shares161
Change+161
Value$5.7K
Filed 2026-10-27
Picton Mahoney Asset Management
NEW
Shares160
Change+160
Value$5.7K
Filed 2026-11-09
J.Safra Asset Management Corp
INCREASED
Shares153 from 110
Change+43 (+39%)
Value$5.5K (+$1.7K)
Filed 2026-11-03
Ares Financial Consulting, LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$4.9K (+$155)
Filed 2026-10-19
Fortitude Family Office, LLC
INCREASED
Shares135 from 105
Change+30 (+29%)
Value$4.8K (+$1.2K)
Filed 2026-10-14
Paladin Partners, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$4.6K (+$147)
Filed 2026-10-06
CoreCap Advisors, LLC
DECREASED
Shares129 from 364
Change-235 (-65%)
Value$4.6K (-$8.0K)
Filed 2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$4.1K (+$131)
Filed 2026-10-15
West Financial Advisors, LLC
INCREASED
Shares107 from 105
Change+2 (+2%)
Value$3.8K (+$160)
Filed 2026-10-22
Addison Advisors LLC
DECREASED
Shares103 from 120
Change-17 (-14%)
Value$3.7K (-$470)
Filed 2026-11-06
Armstrong Advisory Group, Inc
INCREASED
Shares99 from 98
Change+1 (+1%)
Value$3.5K (+$148)
Filed 2026-10-09
Bell Investment Advisors, Inc
DECREASED
Shares86 from 140
Change-54 (-39%)
Value$3.1K (-$1.8K)
Filed 2026-10-29
SouthState Bank Corp
INCREASED
Shares86 from 45
Change+41 (+91%)
Value$3.1K (+$1.5K)
Filed 2026-11-09
Cromwell Holdings LLC
INCREASED
Shares84 from 45
Change+39 (+87%)
Value$3.0K (+$1.4K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$2.9K ($0)
Filed 2026-11-05
John Boyer, Inc.
NEW
Shares82
Change+82
Value$2.9K
Filed 2026-10-27
Hughes Financial Services, LLC
INCREASED
Shares82 from 31
Change+51 (+165%)
Value$3.2K (+$2.1K)
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares63 from 41
Change+22 (+54%)
Value$2.2K (+$831)
Filed 2026-10-28
Harbour Investments, Inc.
DECREASED
Shares56 from 969
Change-913 (-94%)
Value$2.0K (-$31.5K)
Filed 2026-11-09
Strive Financial Group,LLC
INCREASED
Shares56 from 44
Change+12 (+27%)
Value$2.0K (+$478)
Filed 2026-11-09
Moisand Fitzgerald Tamayo, LLC
NEW
Shares54
Change+54
Value$1.9K
Filed 2026-10-15
James T. Borello RIA
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$1.9K (+$93)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
DECREASED
Shares51 from 63
Change-12 (-19%)
Value$1.8K (-$357)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.6K (+$51)
Filed 2026-10-20
Team Financial Group, LLC
NEW
Shares44
Change+44
Value$1.6K
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.6K (+$49)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares42
Change+42
Value$1.5K
Filed 2026-10-27
Signature Equity Partners, LLC
DECREASED
Shares42 from 58
Change-16 (-28%)
Value$1.5K (-$505)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED
Shares40 from 30
Change+10 (+33%)
Value$1.4K (+$393)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares40 from 47
Change-7 (-15%)
Value$1.4K (-$196)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.1K (+$47)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.1K (+$35)
Filed 2026-10-16
Acumen Wealth Advisors, LLC
NEW
Shares24
Change+24
Value$866
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares23
Change+23
Value$838
Filed 2026-10-27
Valley National Advisers Inc
NEW
Shares22
Change+22
Value$785
Filed 2026-10-23
Tounjian Advisory Partners, LLC
INCREASED
Shares21 from 20
Change+1 (+5%)
Value$732 (+$31)
Filed 2026-11-04
GoalVest Advisory LLC
DECREASED
Shares20 from 48
Change-28 (-58%)
Value$713 (-$945)
Filed 2026-10-02
Rakuten Securities, Inc.
DECREASED
Shares16 from 21
Change-5 (-24%)
Value$571 (-$154)
Filed 2026-11-02
TD Private Client Wealth LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$535 (+$17)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares13
Change+13
Value$464
Filed 2026-10-30
Torren Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$467 (+$15)
Filed 2026-10-29
MV Capital Management, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$464 (+$14)
Filed 2026-10-29
Quaker Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$357 (+$11)
Filed 2026-10-22
Decker Retirement Planning Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$270 (+$8)
Filed 2026-10-19
Mosley Wealth Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$300 (+$24)
Filed 2026-10-16
American Capital Advisory, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$250 (+$8)
Filed 2026-10-28
DecisionPoint Financial, LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$182 (+$44)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$178 (+$5)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$143 (+$5)
Filed 2026-10-23
Albion Financial Group
NEW
Shares3
Change+3
Value$108
Filed 2026-10-21
Proathlete Wealth Management LLC
NEW
Shares2
Change+2
Value$71
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$72 (+$2)
Filed 2026-10-15
RHL Group, LLC
NEW
Shares1
Change+1
Value$36
Filed 2026-11-04
Darwin Wealth Management, LLC
NEW
Shares1
Change+1
Value$66
Filed 2026-11-09
CPC Advisors, LLC
CLOSED
Shares0 from 38,564
Change-38,564 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Sierra Summit Advisors LLC
CLOSED
Shares0 from 25,475
Change-25,475 (-100%)
Value$0 (-$879.9K)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
CLOSED
Shares0 from 22,797
Change-22,797 (-100%)
Value$0 (-$787.4K)
Filed 2026-11-05
Natixis
CLOSED
Shares0 from 21,197
Change-21,197 (-100%)
Value$0 (-$732.1K)
Filed 2026-11-06
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 17,393
Change-17,393 (-100%)
Value$0 (-$600.8K)
Filed 2026-10-16
Great Lakes Advisors, LLC
CLOSED
Shares0 from 17,215
Change-17,215 (-100%)
Value$0 (-$594.6K)
Filed 2026-11-06
Cynosure Group, LLC
CLOSED
Shares0 from 16,992
Change-16,992 (-100%)
Value$0 (-$586.9K)
Filed 2026-11-03
MMA Asset Management LLC
CLOSED
Shares0 from 11,215
Change-11,215 (-100%)
Value$0 (-$387.4K)
Filed 2026-11-02
Intech Investment Management LLC
CLOSED
Shares0 from 10,850
Change-10,850 (-100%)
Value$0 (-$374.8K)
Filed 2026-11-09
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,470
Change-9,470 (-100%)
Value$0 (-$327.1K)
Filed 2026-10-21
RHS Financial, LLC
CLOSED
Shares0 from 8,722
Change-8,722 (-100%)
Value$0 (-$301.3K)
Filed 2026-10-13
Beirne Wealth Consulting Services, LLC
CLOSED
Shares0 from 6,624
Change-6,624 (-100%)
Value$0 (-$231.3K)
Filed 2026-10-19
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,204
Change-2,204 (-100%)
Value$0 (-$76.1K)
Filed 2026-10-15
State of Wyoming
CLOSED
Shares0 from 2,058
Change-2,058 (-100%)
Value$0 (-$71.1K)
Filed 2026-10-28
Thompson Investment Management, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$69.1K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$27.6K)
Filed 2026-11-02
Heritage Wealth Advisors
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$24.9K)
Filed 2026-11-09
Alpine Bank Wealth Management
CLOSED
Shares0 from 628
Change-628 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-28
Jnba Financial Advisors
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$9.2K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-07
NBT Bank, N.A.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Coastline Trust Co
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-01
Whipplewood Advisors, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$967)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 ($0)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$127)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-06
Activest Wealth Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$35)
Filed 2026-10-15
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$29)
Filed 2026-10-28
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$10)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 26,463,921
Change-26,463,921 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,986,188
Change-13,986,188 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 12,615,116
Change-12,615,116 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 9,647,183
Change-9,647,183 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,201,866
Change-8,201,866 (-100%)
Value—
State Street Corp
N/A
Shares— from 6,869,984
Change-6,869,984 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 5,882,917
Change-5,882,917 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 5,365,031
Change-5,365,031 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,539,044
Change-3,539,044 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 3,478,438
Change-3,478,438 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,469,229
Change-3,469,229 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,280,003
Change-3,280,003 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,050,658
Change-3,050,658 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,654,902
Change-2,654,902 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,627,450
Change-2,627,450 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,471,540
Change-2,471,540 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,308,567
Change-2,308,567 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,115,491
Change-2,115,491 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,779,937
Change-1,779,937 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,732,179
Change-1,732,179 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 1,720,788
Change-1,720,788 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,684,817
Change-1,684,817 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,647,013
Change-1,647,013 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,355,516
Change-1,355,516 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 1,302,403
Change-1,302,403 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,248,079
Change-1,248,079 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,223,700
Change-1,223,700 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 1,109,276
Change-1,109,276 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,091,353
Change-1,091,353 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,028,353
Change-1,028,353 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,017,500
Change-1,017,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 895,457
Change-895,457 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 884,110
Change-884,110 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 773,053
Change-773,053 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 761,712
Change-761,712 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 687,162
Change-687,162 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 668,363
Change-668,363 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 662,274
Change-662,274 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 655,895
Change-655,895 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 629,094
Change-629,094 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 617,962
Change-617,962 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 604,346
Change-604,346 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 599,781
Change-599,781 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 596,000
Change-596,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 585,364
Change-585,364 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 575,518
Change-575,518 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 569,258
Change-569,258 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 567,102
Change-567,102 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 549,540
Change-549,540 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 530,895
Change-530,895 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 508,978
Change-508,978 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 504,023
Change-504,023 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 503,443
Change-503,443 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 492,570
Change-492,570 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 430,700
Change-430,700 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 428,342
Change-428,342 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 427,597
Change-427,597 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 426,188
Change-426,188 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 411,921
Change-411,921 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 408,983
Change-408,983 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 387,622
Change-387,622 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 359,230
Change-359,230 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 342,943
Change-342,943 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 342,559
Change-342,559 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 327,381
Change-327,381 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 304,423
Change-304,423 (-100%)
Value—
Man Group plc
N/A
Shares— from 292,482
Change-292,482 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 289,830
Change-289,830 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 288,705
Change-288,705 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 281,442
Change-281,442 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 268,818
Change-268,818 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 253,513
Change-253,513 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 247,996
Change-247,996 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 243,609
Change-243,609 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 227,725
Change-227,725 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 216,251
Change-216,251 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 215,791
Change-215,791 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 206,386
Change-206,386 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 204,568
Change-204,568 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 197,244
Change-197,244 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 184,562
Change-184,562 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 184,287
Change-184,287 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 183,769
Change-183,769 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 182,478
Change-182,478 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 180,233
Change-180,233 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 166,968
Change-166,968 (-100%)
Value—
Calydon Capital
N/A
Shares— from 165,519
Change-165,519 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 158,189
Change-158,189 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 152,445
Change-152,445 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 148,230
Change-148,230 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 148,119
Change-148,119 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 143,803
Change-143,803 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 142,213
Change-142,213 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 140,844
Change-140,844 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 138,662
Change-138,662 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 138,483
Change-138,483 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 138,049
Change-138,049 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 133,511
Change-133,511 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 126,394
Change-126,394 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 126,060
Change-126,060 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 122,859
Change-122,859 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 122,445
Change-122,445 (-100%)
Value—
Miller Value Partners, LLC
N/A
Shares— from 121,000
Change-121,000 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 120,756
Change-120,756 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 118,067
Change-118,067 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 116,171
Change-116,171 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 112,758
Change-112,758 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 105,927
Change-105,927 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 103,231
Change-103,231 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 102,396
Change-102,396 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 98,107
Change-98,107 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 96,040
Change-96,040 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 94,385
Change-94,385 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 93,195
Change-93,195 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,011
Change-92,011 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 91,513
Change-91,513 (-100%)
Value—
SIR Capital Management, L.P.
N/A
Shares— from 91,226
Change-91,226 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 85,005
Change-85,005 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 84,079
Change-84,079 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 81,989
Change-81,989 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 80,667
Change-80,667 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 80,531
Change-80,531 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 77,270
Change-77,270 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 75,015
Change-75,015 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 72,900
Change-72,900 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 72,692
Change-72,692 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 72,300
Change-72,300 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 72,211
Change-72,211 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 72,002
Change-72,002 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 71,503
Change-71,503 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 69,986
Change-69,986 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 68,267
Change-68,267 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 66,504
Change-66,504 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 66,450
Change-66,450 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 64,828
Change-64,828 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 56,416
Change-56,416 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 54,468
Change-54,468 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 53,901
Change-53,901 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 53,664
Change-53,664 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 52,926
Change-52,926 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 52,873
Change-52,873 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 48,227
Change-48,227 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 48,200
Change-48,200 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 46,087
Change-46,087 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 45,301
Change-45,301 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 44,820
Change-44,820 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 42,218
Change-42,218 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 39,875
Change-39,875 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 39,833
Change-39,833 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 39,754
Change-39,754 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 39,541
Change-39,541 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 39,461
Change-39,461 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 38,355
Change-38,355 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 37,879
Change-37,879 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 37,039
Change-37,039 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,791
Change-36,791 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 35,147
Change-35,147 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 33,296
Change-33,296 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 32,555
Change-32,555 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 32,274
Change-32,274 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 32,187
Change-32,187 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 31,600
Change-31,600 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 30,228
Change-30,228 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 30,227
Change-30,227 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 30,190
Change-30,190 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 29,820
Change-29,820 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 29,451
Change-29,451 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 29,360
Change-29,360 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,630
Change-28,630 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 28,146
Change-28,146 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 25,577
Change-25,577 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 24,695
Change-24,695 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 24,504
Change-24,504 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 24,472
Change-24,472 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 22,111
Change-22,111 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,914
Change-21,914 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 20,649
Change-20,649 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,055
Change-20,055 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,342
Change-18,342 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 17,947
Change-17,947 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,795
Change-17,795 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 17,757
Change-17,757 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,742
Change-17,742 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,974
Change-16,974 (-100%)
Value—
Commerce Bank
N/A
Shares— from 16,923
Change-16,923 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 16,671
Change-16,671 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 16,601
Change-16,601 (-100%)
Value—
&partners
N/A
Shares— from 16,316
Change-16,316 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,864
Change-15,864 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 15,810
Change-15,810 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,496
Change-15,496 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 15,346
Change-15,346 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 15,171
Change-15,171 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 13,994
Change-13,994 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 13,518
Change-13,518 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,498
Change-13,498 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,293
Change-12,293 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 11,918
Change-11,918 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 11,882
Change-11,882 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 11,489
Change-11,489 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 11,451
Change-11,451 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,552
Change-10,552 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,238
Change-10,238 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 10,180
Change-10,180 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,136
Change-9,136 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 8,306
Change-8,306 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 7,208
Change-7,208 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 922
Change-922 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 892
Change-892 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 625
Change-625 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 322
Change-322 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 254
Change-254 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 244
Change-244 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 177
Change-177 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 67
Change-67 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 24
Change-24 (-100%)
Value—
Quarry LP
N/A
Shares— from 23
Change-23 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 15
Change-15 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LSV Asset Management
DECREASED6,094,8156,231,070-136,255-2%$215.2M$217.4K-$215.0M2026-11-06
Geode Capital Management, LLC
DECREASED4,356,8474,543,038-186,191-4%$157.0M$155.4M-$1.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,093,5872,980,373+113,214+4%$102.9M$110.4M+$7.4M2026-11-04
Bank of New York Mellon Corp
INCREASED2,945,4122,797,324+148,088+5%$96.6M$105.1M+$8.4M2026-11-05
Hamlin Capital Management, LLC
DECREASED2,554,3202,656,429-102,109-4%$91.8M$91.1M-$640.5K2026-10-08
MacKenzie Financial Corp
DECREASED1,429,7601,526,713-96,953-6%$52.7M$51.0M-$1.7M2026-11-02
Deprince Race & Zollo Inc
INCREASED1,402,1561,338,417+63,739+5%$46.2M$50.0M+$3.8M2026-10-13
Private Management Group Inc
INCREASED1,104,3121,057,888+46,424+4%$36.5M$39.4M+$2.9M2026-11-04
Thrivent Financial for Lutherans
DECREASED981,799999,037-17,238-2%$34.5M$35.0K-$34.5M2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED664,400804,600-140,200-17%$27.8M$23.7M-$4.1M2026-10-30
Russell Investments Group, Ltd.
DECREASED588,3461,335,508-747,162-56%$46.1M$21.0M-$25.1M2026-11-06
Retirement Systems of Alabama
DECREASED569,501570,004-5030%$19.7M$20.3M+$626.2K2026-11-04
Principal Financial Group Inc
INCREASED492,632486,772+5,860+1%$16.8M$17.6M+$759.1K2026-11-02
Barclays PLC
INCREASED470,787235,305+235,482+100%$8.1M$16.8M+$8.7M2026-11-06
LPL Financial LLC
DECREASED462,750473,203-10,453-2%$16.3M$16.5M+$161.9K2026-11-06
Burney Co/
DECREASED404,911420,531-15,620-4%$14.5M$14.4M-$81.9K2026-10-15
Wedge Capital Management L L P
DECREASED379,387421,348-41,961-10%$14.6M$13.5M-$1.0M2026-10-13
Roffman Miller Associates Inc
INCREASED332,133329,841+2,292+1%$11.4M$11.8M+$454.5K2026-10-19
Crossmark Global Holdings, Inc.
DECREASED293,409314,833-21,424-7%$10.9M$10.5M-$408.4K2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED292,744258,181+34,563+13%$8.9M$10.4M+$1.5M2026-10-16
Bank of Montreal
DECREASED227,531288,573-61,042-21%$10.0M$8.1M-$1.9M2026-11-09
Deutsche Bank Ag\
INCREASED190,39056,009+134,381+240%$1.9M$6.8M+$4.9M2026-11-06
New York State Teachers Retirement System
DECREASED189,049196,799-7,750-4%$6.8M$6.7K-$6.8M2026-10-22
Fifth Third Bancorp
DECREASED175,644191,641-15,997-8%$6.6M$6.3M-$354.1K2026-11-05
Citigroup Inc
DECREASED170,584358,106-187,522-52%$12.4M$6.1M-$6.3M2026-11-04
Squarepoint Ops LLC
DECREASED152,680512,102-359,422-70%$17.7M$5.4M-$12.2M2026-11-09
Creative Planning
INCREASED139,899117,883+22,016+19%$4.1M$5.0M+$918.5K2026-11-02
Commonwealth Equity Services, LLC
INCREASED139,294131,746+7,548+6%$4.6M$5.0M+$418.1K2026-11-02
Convergence Investment Partners, LLC
NEW127,976—+127,976——$4.6M—2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED125,908124,380+1,528+1%$4.3M$4.5K-$4.3M2026-11-02
Virginia Retirement Systems ET Al
DECREASED119,400122,200-2,800-2%$4.2M$4.3M+$38.2K2026-10-28
Edmp, Inc.
DECREASED118,838120,683-1,845-2%$4.2M$4.2M+$70.6K2026-10-22
Nisa Investment Advisors, LLC
INCREASED117,872111,206+6,666+6%$3.9M$4.2M+$365.9K2026-10-20
Hennessy Advisors Inc
UNCHANGED113,952113,95200%$3.9M$4.1M+$128.8K2026-10-28
Illinois Municipal Retirement Fund
DECREASED112,594125,152-12,558-10%$4.3M$4.0M-$306.5K2026-11-05
Ethic Inc.
INCREASED107,58973,040+34,549+47%$2.5M$3.8M+$1.3M2026-11-03
Oppenheimer & Co Inc
INCREASED106,722102,255+4,467+4%$3.5M$3.8M+$274.9K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED100,02089,321+10,699+12%$3.0M$3.4M+$473.2K2026-10-13
Amalgamated Bank
INCREASED96,34395,507+836+1%$3.3M$3.4K-$3.3M2026-10-23
CWA Asset Management Group, LLC
INCREASED95,06937,499+57,570+154%$1.3M$3.4M+$2.1M2026-10-19
Assenagon Asset Management S.A.
NEW93,825—+93,825——$3.3M—2026-10-15
Police & Firemen's Retirement System of New Jersey
DECREASED92,55696,006-3,450-4%$3.3M$3.3M-$14.6K2026-11-09
Bill Few Associates, Inc.
DECREASED89,41491,832-2,418-3%$3.2M$3.2M+$17.5K2026-10-09
DekaBank Deutsche Girozentrale
INCREASED82,76416,635+66,129+398%$603$3.0K+$2.4K2026-10-27
Mutual of America Capital Management LLC
DECREASED78,17179,594-1,423-2%$2.7M$2.8M+$39.2K2026-10-23
State of New Jersey Common Pension Fund D
INCREASED65,55461,766+3,788+6%$2.1M$2.3M+$204.9K2026-11-05
KBC Group NV
DECREASED64,84585,347-20,502-24%$2.9M$2.3K-$2.9M2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED64,73341,033+23,700+58%$1.4M$2.3M+$891.7K2026-10-19
Louisiana State Employees Retirement System
INCREASED63,70062,700+1,000+2%$2.2M$2.3M+$106.5K2026-10-20
Kendall Capital Management
INCREASED63,26361,578+1,685+3%$2.1M$2.3M+$129.7K2026-10-23
Arizona State Retirement System
INCREASED60,38759,225+1,162+2%$2.0M$2.2M+$108.4K2026-11-03
Yousif Capital Management, LLC
DECREASED59,67363,135-3,462-5%$2.2M$2.1M-$52.1K2026-10-22
PNC Financial Services Group, Inc.
INCREASED58,07655,724+2,352+4%$1.9M$2.1M+$146.9K2026-11-06
Steel Grove Capital Advisors, LLC
INCREASED57,17249,577+7,595+15%$1.7M$2.0M+$326.9K2026-10-13
MSH Capital Advisors LLC
DECREASED55,37456,788-1,414-2%$2.0M$2.0M+$13.7K2026-11-03
Jacobi Capital Management LLC
INCREASED51,64550,242+1,403+3%$1.7M$1.8M+$106.8K2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED51,19951,326-1270%$1.8M$1.8M+$53.5K2026-11-03
State of Michigan Retirement System
INCREASED50,35850,158+200+0%$1.7M$1.8M+$63.8K2026-10-27
Oregon Public Employees Retirement Fund
INCREASED44,42644,326+100+0%$1.5M$1.6M+$53.7K2026-10-30
Applied Finance Capital Management, LLC
INCREASED44,10442,849+1,255+3%$1.5M$1.6M+$93.2K2026-11-03
New Mexico Educational Retirement Board
UNCHANGED42,80042,80000%$1.5M$1.5K-$1.5M2026-11-05
Alps Advisors Inc
DECREASED42,75363,216-20,463-32%$2.2M$1.5M-$658.5K2026-11-03
Merit Financial Group, LLC
INCREASED40,46439,361+1,103+3%$1.4M$1.4M+$83.9K2026-11-06
Farther Finance Advisors, LLC
INCREASED39,70518,390+21,315+116%$636.2K$1.4M+$780.1K2026-10-08
Huntleigh Advisors, Inc.
INCREASED39,29938,543+756+2%$1.3M$1.4M+$70.5K2026-11-03
Amundi
DECREASED39,02141,915-2,894-7%$1.4M$1.4M-$55.8K2026-11-06
Argyle Capital Management, LLC
INCREASED38,32437,774+550+1%$1.3M$1.4M+$62.3K2026-10-28
Choreo, LLC
INCREASED38,22635,816+2,410+7%$1.3M$1.4M+$126.7K2026-10-28
Abundance Wealth Counselors
INCREASED36,43533,782+2,653+8%$1.2M$1.3M+$132.8K2026-10-26
Pictet Asset Management Holding SA
DECREASED35,31735,584-267-1%$1.2M$1.3M+$30.7K2026-11-03
Vise Technologies, Inc.
INCREASED33,48214,942+18,540+124%$516.1K$1.2M+$678.2K2026-10-29
Xponance LLC
DECREASED32,61832,710-920%$1.1M$1.2M+$33.7K2026-11-03
BCM Advisors, LLC
UNCHANGED32,22532,22500%$1.2M$1.2M+$43.2K2026-11-03
Ascent Group, LLC
INCREASED31,59426,908+4,686+17%$929.4K$1.1M+$197.6K2026-10-30
Nordwand Advisors, LLC
UNCHANGED30,60030,60000%$1.1M$1.1M+$34.6K2026-11-05
Burford Brothers, Inc.
NEW29,814—+29,814——$1.1M—2026-10-21
Csenge Advisory Group
INCREASED29,76729,349+418+1%$1.0M$1.1M+$48.1K2026-11-04
Chase Investment Counsel Corp
DECREASED29,63829,656-180%$1.0M$1.1K-$1.0M2026-11-09
Nilsine Partners, LLC
INCREASED29,34226,254+3,088+12%$906.8K$1.0M+$139.8K2026-11-02
Naples Global Advisors, LLC
INCREASED26,95026,943+7+0%$940.2K$970.9K+$30.7K2026-11-05
Investors Research Corp
DECREASED26,79227,584-792-3%$952.8K$955.7K+$2.9K2026-10-07
Atria Investments, Inc
DECREASED26,40128,990-2,589-9%$1.0M$941.7K-$59.6K2026-10-15
Loudon Investment Management, LLC
UNCHANGED26,14526,14500%$903.0K$932.6K+$29.5K2026-11-06
Simplex Trading, LLC
INCREASED25,98919,803+6,186+31%$684.0K$927.0K+$243.0K2026-11-04
WBI Investments, LLC
INCREASED25,46521,553+3,912+18%$744.4K$908.3K+$163.9K2026-11-05
Prospera Financial Services Inc
INCREASED25,06418,315+6,749+37%$633.0K$969.8K+$336.8K2026-11-04
Kestra Advisory Services, LLC
INCREASED23,59223,310+282+1%$805.1K$841.5K+$36.4K2026-11-02
Exchange Traded Concepts, LLC
INCREASED22,16321,868+295+1%$755.3K$790.6K+$35.2K2026-10-28
Global Financial Private Client, LLC
INCREASED22,09421,990+104+0%$759.5K$788.1K+$28.6K2026-10-15
Nine Masts Capital Ltd
NEW21,388—+21,388——$762.9K—2026-11-09
Swiss Life Asset Management Ltd
INCREASED21,35814,393+6,965+48%$497.1K$761.8K+$264.7K2026-11-03
LVW Advisors, LLC
NEW21,329—+21,329——$760.8K—2026-10-19
Childress Capital Advisors, LLC
INCREASED21,17719,105+2,072+11%$659.9K$755.4K+$95.5K2026-10-28
Diversify Wealth Management, LLC
INCREASED20,9219,840+11,081+113%$363.0K$785.0K+$422.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED20,9219,840+11,081+113%$363.0K$785.0K+$422.0K2026-10-20
Live Oak Investment Partners
DECREASED20,86920,870-10%$720.9K$744.4K+$23.5K2026-10-23
Kestra Private Wealth Services, LLC
NEW20,470—+20,470——$730.2K—2026-11-06
State of Alaska, Department of Revenue
DECREASED20,32221,007-685-3%$725.0K$724-$724.3K2026-10-15
Lanark Financial, Inc.
INCREASED20,26920,092+177+1%$694.0K$723.0K+$29.0K2026-10-26
Nykredit A/S
INCREASED19,1846,135+13,049+213%$211.9K$684.3K+$472.4K2026-11-06
HB Wealth Management, LLC
INCREASED19,15716,194+2,963+18%$559.4K$683.3K+$124.0K2026-10-23
Vista Investment Partners LLC
NEW18,564—+18,564——$662.2K—2026-10-08
Achmea Investment Management B.V.
NEW18,400—+18,400——$656.8K—2026-10-30
Savant Capital, LLC
INCREASED18,3216,210+12,111+195%$220.2K$653.5K+$433.3K2026-11-06
Park Avenue Securities LLC
INCREASED17,63917,401+238+1%$601.0K$629-$600.4K2026-10-26
Apella Capital, LLC
INCREASED17,47817,380+98+1%$613.0K$640.6K+$27.6K2026-10-08
Arga Investment Management, LP
UNCHANGED17,21617,21600%$594.6K$614.1K+$19.5K2026-10-30
IFG Advisory, LLC
INCREASED16,53816,303+235+1%$563.1K$589.9K+$26.8K2026-11-09
denkapparat Operations GmbH
DECREASED16,42422,358-5,934-27%$772.2K$585.8K-$186.4K2026-11-09
Wealthcare Advisory Partners LLC
NEW15,994—+15,994——$570.5K—2026-10-21
Hamel Associates, Inc.
INCREASED15,9757,500+8,475+113%$259.1K$569.8K+$310.8K2026-11-06
Securian Asset Management, Inc
DECREASED15,75915,840-81-1%$580.1K$562.1K-$17.9K2026-11-06
Investment Research Partners LLC
INCREASED15,53612,129+3,407+28%$418.9K$554.2K+$135.2K2026-10-19
Wesbanco Bank Inc
DECREASED15,50917,239-1,730-10%$595.4K$553.2K-$42.2K2026-11-04
Alpha Omega Wealth Management LLC
UNCHANGED14,77514,77500%$510.3K$527.0K+$16.7K2026-10-23
Synergy Asset Management, LLC
DECREASED14,55988,290-73,731-84%$3.0M$519.3K-$2.5M2026-11-05
Compound Planning, Inc.
INCREASED14,4758,952+5,523+62%$309.2K$516.3K+$207.1K2026-11-09
Carnegie Investment Counsel
UNCHANGED14,29414,29400%$493.7K$509.9K+$16.2K2026-10-20
Asset Management One Co., Ltd.
DECREASED13,99215,316-1,324-9%$529.0K$499.1K-$29.9K2026-10-27
Praxis Investment Management Inc
UNCHANGED13,95713,95700%$482.0K$498-$481.5K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED13,83610,702+3,134+29%$369.6K$493.5K+$123.9K2026-11-05
Brighton Jones LLC
DECREASED13,55114,570-1,019-7%$503.3K$483.4K-$19.9K2026-11-03
Harrell Investment Partners, LLC
DECREASED13,49715,415-1,918-12%$532.4K$481.4K-$51.0K2026-10-15
US Bancorp \de\
DECREASED13,48513,634-149-1%$470.9K$481.0K+$10.1K2026-11-05
Eagle Harbor Asset Management Inc
NEW13,248—+13,248——$472.6K—2026-10-21
Clark Financial Services Group Inc
INCREASED13,24710,987+2,260+21%$379.5K$472.5K+$93.0K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED13,09113,615-524-4%$470.3K$466.9K-$3.4K2026-11-04
Chicago Partners Investment Group LLC
INCREASED13,05212,154+898+7%$449.1K$502.4K+$53.3K2026-10-27
Oppenheimer Asset Management Inc.
DECREASED12,69412,702-80%$438.7K$452.8K+$14.1K2026-10-27
iA Global Asset Management Inc.
INCREASED12,6098,524+4,085+48%$294.0K$450-$293.6K2026-10-29
Quadrant Capital Group LLC
DECREASED12,36312,396-330%$428.2K$465.5K+$37.3K2026-10-20
Gateway Investment Advisers LLC
NEW11,952—+11,952——$426.3K—2026-10-13
Inspire Investing, LLC
DECREASED11,93712,054-117-1%$416.3K$425.8K+$9.4K2026-10-22
First Citizens Bank & Trust Co
DECREASED11,81729,226-17,409-60%$1.0M$421.5K-$588.0K2026-10-14
Rydar Equities, Inc.
INCREASED11,73511,730+5+0%$429.0K$430.1K+$1.1K2026-10-13
Maryland State Retirement & Pension System
INCREASED11,70610,047+1,659+17%$347.0K$417.6K+$70.5K2026-11-05
Gamma Investing LLC
INCREASED10,8329,740+1,092+11%$336.4K$386.4K+$50.0K2026-10-08
Wedmont Private Capital
NEW10,764—+10,764——$397.6K—2026-10-09
T3 Companies, LLC
NEW10,722—+10,722——$382.5K—2026-10-22
Davenport & Co LLC
INCREASED10,5346,517+4,017+62%$225.1K$375.7K+$150.7K2026-10-14
Angeles Wealth Management, LLC
INCREASED10,41510,356+59+1%$361.6K$375.4K+$13.8K2026-10-26
D.A. Davidson & Co.
INCREASED10,21210,022+190+2%$346.2K$364.3K+$18.1K2026-10-28
Lido Advisors, LLC
NEW10,184—+10,184——$363.3K—2026-11-04
Fulcrum Asset Management LLP
NEW10,162—+10,162——$367.4K—2026-11-04
Annis Gardner Whiting Capital Advisors, LLC
INCREASED10,1339,689+444+5%$336.7K$363.5K+$26.8K2026-11-09
Howland Capital Management LLC
INCREASED10,10510,000+105+1%$349.2K$364.2K+$15.0K2026-10-22
Corundum Group, Inc.
NEW9,773—+9,773——$348.6K—2026-10-28
Corundum Trust Company, Inc
UNCHANGED9,7739,77300%$337.6K$348.6K+$11.0K2026-10-29
Ascentis Independent Advisors
NEW9,535—+9,535——$340.1K—2026-11-03
SYM Financial Corp
DECREASED9,4119,520-109-1%$328.8K$335.7K+$6.9K2026-10-26
Signaturefd, LLC
INCREASED9,2917,294+1,997+27%$251.9K$331.4K+$79.5K2026-10-23
Leuthold Group, LLC
DECREASED9,2769,336-60-1%$322.5K$330.9K+$8.4K2026-11-04
Accurate Wealth Management, LLC
INCREASED9,2736,481+2,792+43%$232.3K$349.1K+$116.8K2026-10-20
Citizens Financial Group Inc
INCREASED9,0356,939+2,096+30%$241.8K$325.5K+$83.7K2026-10-23
Parcion Private Wealth LLC
INCREASED8,7768,558+218+3%$295.6K$313.0K+$17.4K2026-10-28
Forvis Mazars Wealth Advisors, LLC
UNCHANGED8,5368,53600%$294.8K$304.5K+$9.6K2026-10-13
Compass Financial Management LLC
UNCHANGED8,4588,45800%$306.1K$301.7K-$4.4K2026-10-30
Midwest Trust Co
NEW8,433—+8,433——$300.8K—2026-10-22
Fulton Bank, N.A.
DECREASED8,4009,462-1,062-11%$326.8K$299.6K-$27.2K2026-10-14
CFS Investment Advisory Services, LLC
DECREASED8,3198,594-275-3%$302.1K$309.1K+$7.0K2026-10-19
Chesley Taft & Associates LLC
UNCHANGED8,2808,28000%$286.0K$295.3K+$9.4K2026-10-13
Teza Capital Management LLC
NEW8,262—+8,262——$294.7K—2026-10-23
ProShare Advisors LLC
DECREASED8,1518,457-306-4%$292.1K$290.7K-$1.4K2026-10-29
Ellis Investment Partners, LLC
DECREASED8,1098,219-110-1%$283.9K$289.3K+$5.4K2026-10-21
Reston Wealth Management LLC
UNCHANGED8,0708,07000%$278.7K$287.8K+$9.1K2026-10-29
Perigon Wealth Management, LLC
DECREASED8,0248,299-275-3%$286.7K$286.2K-$4602026-10-22
Fifth Third Wealth Advisors LLC
INCREASED8,0077,780+227+3%$268.7K$285.6K+$16.9K2026-10-22
Avail Investment Partners, LLC
INCREASED7,7755,950+1,825+31%$205.5K$277.3K+$71.8K2026-10-16
Ritholtz Wealth Management
NEW7,689—+7,689——$274.3K—2026-11-05
Crestwood Advisors Group, LLC
INCREASED7,6497,307+342+5%$252.4K$272.8K+$20.5K2026-10-27
Invested Advisors
INCREASED7,5706,218+1,352+22%$214.8K$270.0K+$55.3K2026-10-23
Hantz Financial Services, Inc.
INCREASED7,5325,435+2,097+39%$188.0K$269-$187.7K2026-11-09
Belpointe Asset Management LLC
INCREASED7,5057,494+11+0%$258.8K$267.7K+$8.9K2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW7,364—+7,364——$262.7K—2026-10-27
Concurrent Investment Advisors, LLC
INCREASED7,2616,731+530+8%$232.5K$259.0K+$26.5K2026-10-16
Evergreen Capital Management LLC
DECREASED7,1047,138-340%$248.1K$254.3K+$6.2K2026-10-23
HBK Sorce Advisory LLC
DECREASED7,0917,160-69-1%$254.5K$263.9K+$9.5K2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED7,0336,642+391+6%$239.6K$259.8K+$20.2K2026-10-13
Krilogy Financial LLC
DECREASED7,0167,334-318-4%$253.3K$264.4K+$11.1K2026-10-13
SVB Wealth LLC
NEW6,946—+6,946——$247.8K—2026-11-06
Bfsg, LLC
INCREASED6,7836,467+316+5%$223.4K$242.0K+$18.6K2026-10-30
Partnership Wealth Management, LLC
UNCHANGED6,7506,75000%$233.1K$240.8K+$7.6K2026-10-05
Linden Thomas Advisory Services, LLC
INCREASED6,7056,569+136+2%$226.9K$239.2K+$12.3K2026-10-19
AlphaCore Capital LLC
INCREASED6,7046,085+619+10%$211.4K$240.6K+$29.2K2026-11-04
Jeppson Wealth Management, LLC
UNCHANGED6,6106,61000%$228.3K$235.8K+$7.5K2026-10-20
North Dakota State Investment Board
INCREASED6,5796,395+184+3%$220.9K$234.7K+$13.8K2026-10-27
UMB Bank, n.a.
DECREASED6,4956,567-72-1%$226.8K$231.7K+$4.9K2026-11-06
CIBC Asset Management Inc
UNCHANGED6,4776,47700%$223.7K$231.0K+$7.3K2026-11-05
Allworth Financial LP
INCREASED6,4756,431+44+1%$222.1K$223.6K+$1.5K2026-11-06
Procyon Advisors, LLC
NEW6,460—+6,460——$230.4K—2026-10-21
Sterling Capital Management LLC
DECREASED6,2366,464-228-4%$223.3K$222.4K-$8292026-10-22
OP Asset Management Ltd
UNCHANGED6,1126,11200%$211.1K$218.0K+$6.9K2026-11-05
Quartz Partners, LLC
INCREASED6,0815,865+216+4%$202.6K$216.9K+$14.3K2026-11-03
Great Valley Advisor Group, Inc.
INCREASED6,0756,031+44+1%$208.3K$216.7K+$8.4K2026-11-09
Optas, LLC
UNCHANGED6,0576,05700%$209.2K$216.1K+$6.8K2026-11-09
Aaron Wealth Advisors LLC
NEW6,055—+6,055——$216.0K—2026-10-13
Stone House Investment Management, LLC
INCREASED5,9885,983+5+0%$206.7K$213.6K+$6.9K2026-10-23
Sigma Planning Corp
DECREASED5,9586,280-322-5%$217.0K$212.5K-$4.5K2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED5,9445,94400%$205.3K$212.1K+$6.7K2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED5,8145,285+529+10%$184.6K$210.5K+$26.0K2026-11-06
Guardian Partners Inc.
UNCHANGED5,7315,73100%$197.9K$204.4K+$6.5K2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED5,4855,48500%$136.1K$196-$135.9K2026-11-04
Parallel Advisors, LLC
INCREASED5,1844,948+236+5%$170.9K$184.9K+$14.0K2026-11-03
Certuity, LLC
INCREASED4,6534,562+91+2%$157.6K$166.0K+$8.4K2026-11-02
Larson Financial Group LLC
INCREASED4,4103,263+1,147+35%$112.7K$157.3K+$44.6K2026-11-05
Summit Securities Group LLC
NEW4,309—+4,309——$153.7K—2026-11-05
CX Institutional
INCREASED4,179930+3,249+349%$32$149+$1172026-10-02
Caitong International Asset Management Co., Ltd
INCREASED3,99111+3,980+36182%$380$142.4K+$142.0K2026-10-29
Covestor Ltd
INCREASED3,946511+3,435+672%$17$141+$1242026-10-30
Hartford Financial Management Inc.
UNCHANGED3,7543,75400%$129.7K$133.9K+$4.2K2026-10-21
Essential Partners LLC
DECREASED3,5314,076-545-13%$140.8K$126.0K-$14.8K2026-10-14
Blue Trust, Inc.
INCREASED3,3453,254+91+3%$112.4K$119.3K+$6.9K2026-10-15
Alerus Financial NA
INCREASED3,097645+2,452+380%$22.3K$110.5K+$88.2K2026-11-09
Cullen T Bankers, Inc.
DECREASED3,0773,805-728-19%$131.4K$109.8K-$21.7K2026-10-28
IFP Advisors, Inc
DECREASED3,0687,608-4,540-60%$262.8K$109.4K-$153.3K2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED3,0503,05000%$105.3K$108.8K+$3.4K2026-10-23
Security National Bank
UNCHANGED3,0183,01800%$104.2K$107.7K+$3.4K2026-10-26
SBI Securities Co., Ltd.
DECREASED3,0123,439-427-12%$118.8K$107.4K-$11.3K2026-10-22
Quintet Private Bank (Europe) S.A.
INCREASED3,0001,500+1,500+100%$51.8K$107.0K+$55.2K2026-10-08
Strs Ohio
DECREASED2,9516,719-3,768-56%$232.1K$105.3K-$126.8K2026-10-30
Quent Capital, LLC
INCREASED2,8742,597+277+11%$89.7K$106.5K+$16.8K2026-11-09
Bessemer Group Inc
INCREASED2,7172,248+469+21%$72.0K$96-$71.9K2026-11-09
Miller Global Investments, LLC
NEW2,238—+2,238——$79.8K—2026-10-02
Capital Advisors, Ltd. LLC
DECREASED1,9912,000-90%$69$71+$22026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED1,8001,80000%$62.2K$64.2K+$2.0K2026-10-13
Fairman Group, LLC
UNCHANGED1,7851,78500%$62.3K$64.3K+$2.0K2026-10-26
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,7651,76500%$61.0K$63.0K+$2.0K2026-10-20
Atlas Capital Advisors Inc.
UNCHANGED1,6931,69300%$58.5K$98.7K+$40.2K2026-11-09
MassMutual Private Wealth & Trust, FSB
DECREASED1,6071,715-108-6%$59.2K$57.3K-$1.9K2026-10-05
Central Trust Co
UNCHANGED1,5961,59600%$55.1K$56.9K+$1.8K2026-11-05
True Wealth Design, LLC
INCREASED1,5421,337+205+15%$46.2K$55.0K+$8.8K2026-10-13
Duncker Streett & Co Inc
UNCHANGED1,5001,50000%$51.8K$53.5K+$1.7K2026-10-27
Rothwell Investment Advisors, LLC
NEW1,489—+1,489——$53.1K—2026-11-06
Wolverine Asset Management LLC
NEW1,481—+1,481——$52.8K—2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED1,477787+690+88%$27.2K$52.7K+$25.5K2026-10-27
Bayforest Capital Ltd
DECREASED1,4152,461-1,046-42%$85.0K$50.5K-$34.5K2026-11-03
Planning Strategies Inc.
UNCHANGED1,3651,36500%$47.1K$48.7K+$1.5K2026-10-02
Richardson Financial Services Inc.
UNCHANGED1,3601,36000%$47.0K$48.5K+$1.5K2026-10-30
Versant Capital Management, Inc
INCREASED1,3541,268+86+7%$43.8K$48.3K+$4.5K2026-10-02
Vision Financial Markets LLC
UNCHANGED1,2751,27500%$44.0K$45.5K+$1.4K2026-10-22
First Horizon Corp
UNCHANGED1,2621,26200%$43.6K$45.0K+$1.4K2026-10-26
Bare Financial Services, Inc
UNCHANGED1,2321,23200%$42.6K$43.9K+$1.4K2026-11-04
TD Waterhouse Canada Inc.
NEW1,176—+1,176——$42.8K—2026-10-16
Deseret Mutual Benefit Administrators
UNCHANGED1,1751,17500%$40.6K$41.9K+$1.3K2026-11-04
Geneos Wealth Management Inc.
NEW1,171—+1,171——$41.8K—2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,1021,10200%$38.1K$39.3K+$1.2K2026-10-23
Kimelman & Baird, LLC
UNCHANGED1,0501,05000%$36.3K$37.5K+$1.2K2026-11-03
Root Financial Partners, LLC
NEW1,044—+1,044——$37.2K—2026-10-21
WPG Advisers, LLC
INCREASED1,023945+78+8%$32.6K$36.5K+$3.9K2026-10-27
Princeton Global Asset Management LLC
UNCHANGED1,0001,00000%$34.5K$35.7K+$1.1K2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED94994900%$32.8K$33.9K+$1.1K2026-11-05
Entrust Financial LLC
UNCHANGED91691600%$31.6K$32.7K+$1.0K2026-11-04
Parkside Financial Bank & Trust
INCREASED902724+178+25%$25.0K$32.2K+$7.2K2026-10-27
Golden State Wealth Management, LLC
UNCHANGED85485400%$29.5K$30.5K+$9662026-11-02
SJS Investment Consulting Inc.
DECREASED837992-155-16%$34.3K$29.9K-$4.4K2026-10-26
Manchester Capital Management LLC
UNCHANGED81881800%$28.3K$29.2K+$9252026-10-22
Elyxium Wealth, LLC
NEW764—+764——$27.3K—2026-10-27
Mather Group, Llc.
INCREASED753504+249+49%$17.4K$26.9K+$9.4K2026-10-14
Caldwell Trust Co
UNCHANGED74174100%$25.6K$26.4K+$8372026-10-30
Private Trust Co NA
UNCHANGED69969900%$24.1K$24.9K+$7902026-10-20
Clearstead Advisors, LLC
DECREASED6881,132-444-39%$39.1K$24.5K-$14.6K2026-11-06
United Community Bank
INCREASED680595+85+14%$20.6K$24.3K+$3.7K2026-10-28
Asset Dedication, LLC
UNCHANGED64264200%$22.2K$22.9K+$7262026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED62762700%$21.7K$22.4K+$7092026-10-23
Flagship Wealth Advisors, LLC
DECREASED5991,049-450-43%$36.2K$21.4K-$14.9K2026-11-03
William B. Walkup & Associates, Inc.
UNCHANGED56056000%$19.3K$20.0K+$6332026-11-05
Fortis Group Advisors, LLC
UNCHANGED51551500%$17.8K$18.4K+$5822026-11-06
Elevated Capital Advisors, LLC
INCREASED500499+1+0%$17.3K$17.8K+$5732026-11-04
Highline Wealth Partners LLC
INCREASED422134+288+215%$4.6K$15.1K+$10.4K2026-10-19
Assetmark, Inc
INCREASED415389+26+7%$13.4K$14.8K+$1.4K2026-10-21
Clearstead Trust, LLC
DECREASED411429-18-4%$14.8K$14.7K-$1572026-11-06
FNY Investment Advisers, LLC
UNCHANGED40040000%$13$14+$12026-10-16
Pension & Wealth Management Advisors, Inc.
NEW387—+387——$13.8K—2026-10-16
Owl Creek Wealth Partners LLC
UNCHANGED38538500%$13.3K$13.7K+$4352026-10-20
North Star Investment Management Corp.
INCREASED370365+5+1%$12.6K$13.2K+$5912026-10-27
Private Wealth Management Group, LLC
UNCHANGED36736700%$12.7K$13.1K+$4142026-10-19
Rossby Financial, LCC
INCREASED352190+162+85%$6.6K$12.6K+$6.0K2026-11-05
Financial Management Professionals, Inc.
INCREASED323320+3+1%$11.2K$11.7K+$4812026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED31031000%$10.7K$11.1K+$3512026-11-05
Elevation Wealth Partners, LLC
INCREASED290217+73+34%$7.5K$10.3K+$2.8K2026-10-07
Nemes Rush Group LLC
UNCHANGED23923900%$8.3K$8.5K+$2702026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED2381,003-765-76%$34.6K$8.5K-$26.2K2026-10-27
Community Financial Services Group, LLC
UNCHANGED21621600%$7.4K$7.9K+$4322026-10-15
Meriwether Wealth & Planning, LLC
NEW215—+215——$7.7K—2026-10-13
Triumph Capital Management
UNCHANGED20320300%$7.0K$7.2K+$2292026-10-14
Farmers & Merchants Investments Inc
UNCHANGED19519500%$6.7K$7.0K+$2212026-10-22
High Note Wealth, LLC
NEW161—+161——$5.7K—2026-10-27
Picton Mahoney Asset Management
NEW160—+160——$5.7K—2026-11-09
J.Safra Asset Management Corp
INCREASED153110+43+39%$3.8K$5.5K+$1.7K2026-11-03
Ares Financial Consulting, LLC
UNCHANGED13713700%$4.7K$4.9K+$1552026-10-19
Fortitude Family Office, LLC
INCREASED135105+30+29%$3.6K$4.8K+$1.2K2026-10-14
Paladin Partners, LLC
UNCHANGED13013000%$4.5K$4.6K+$1472026-10-06
CoreCap Advisors, LLC
DECREASED129364-235-65%$12.6K$4.6K-$8.0K2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED11611600%$4.0K$4.1K+$1312026-10-15
West Financial Advisors, LLC
INCREASED107105+2+2%$3.6K$3.8K+$1602026-10-22
Addison Advisors LLC
DECREASED103120-17-14%$4.1K$3.7K-$4702026-11-06
Armstrong Advisory Group, Inc
INCREASED9998+1+1%$3.4K$3.5K+$1482026-10-09
Bell Investment Advisors, Inc
DECREASED86140-54-39%$4.8K$3.1K-$1.8K2026-10-29
SouthState Bank Corp
INCREASED8645+41+91%$1.6K$3.1K+$1.5K2026-11-09
Cromwell Holdings LLC
INCREASED8445+39+87%$1.6K$3.0K+$1.4K2026-10-28
Bayban
UNCHANGED838300%$2.9K$2.9K$02026-11-05
John Boyer, Inc.
NEW82—+82——$2.9K—2026-10-27
Hughes Financial Services, LLC
INCREASED8231+51+165%$1.1K$3.2K+$2.1K2026-10-30
Creative Capital Management Investments LLC
INCREASED6341+22+54%$1.4K$2.2K+$8312026-10-28
Harbour Investments, Inc.
DECREASED56969-913-94%$33.5K$2.0K-$31.5K2026-11-09
Strive Financial Group,LLC
INCREASED5644+12+27%$1.5K$2.0K+$4782026-11-09
Moisand Fitzgerald Tamayo, LLC
NEW54—+54——$1.9K—2026-10-15
James T. Borello RIA
INCREASED5251+1+2%$1.8K$1.9K+$932026-10-16
Brown, Lisle Ings, Inc.
DECREASED5163-12-19%$2.2K$1.8K-$3572026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED454500%$1.6K$1.6K+$512026-10-20
Team Financial Group, LLC
NEW44—+44——$1.6K—2026-10-30
Spire Wealth Management
UNCHANGED444400%$1.5K$1.6K+$492026-10-30
Latitude Advisors, LLC
NEW42—+42——$1.5K—2026-10-27
Signature Equity Partners, LLC
DECREASED4258-16-28%$2.0K$1.5K-$5052026-10-29
Bay Harbor Wealth Management, LLC
INCREASED4030+10+33%$1.0K$1.4K+$3932026-11-03
Buck Wealth Strategies, LLC
DECREASED4047-7-15%$1.6K$1.4K-$1962026-10-28
Archer Investment Corp
UNCHANGED313100%$1.1K$1.1K+$472026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED313100%$1.1K$1.1K+$352026-10-16
Acumen Wealth Advisors, LLC
NEW24—+24——$866—2026-11-05
Birch Financial Group, LLC
NEW23—+23——$838—2026-10-27
Valley National Advisers Inc
NEW22—+22——$785—2026-10-23
Tounjian Advisory Partners, LLC
INCREASED2120+1+5%$701$732+$312026-11-04
GoalVest Advisory LLC
DECREASED2048-28-58%$1.7K$713-$9452026-10-02
Rakuten Securities, Inc.
DECREASED1621-5-24%$725$571-$1542026-11-02
TD Private Client Wealth LLC
UNCHANGED151500%$518$535+$172026-10-28
Provenance Wealth Advisors, LLC
NEW13—+13——$464—2026-10-30
Torren Management, LLC
UNCHANGED131300%$452$467+$152026-10-29
MV Capital Management, Inc.
UNCHANGED131300%$450$464+$142026-10-29
Quaker Wealth Management, LLC
UNCHANGED101000%$346$357+$112026-10-22
Decker Retirement Planning Inc.
UNCHANGED8800%$262$270+$82026-10-19
Mosley Wealth Management
UNCHANGED8800%$276$300+$242026-10-16
American Capital Advisory, LLC
UNCHANGED7700%$242$250+$82026-10-28
DecisionPoint Financial, LLC
INCREASED54+1+25%$138$182+$442026-10-27
Creative Financial Designs Inc
UNCHANGED5500%$173$178+$52026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED4400%$138$143+$52026-10-23
Albion Financial Group
NEW3—+3——$108—2026-10-21
Proathlete Wealth Management LLC
NEW2—+2——$71—2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED2200%$70$72+$22026-10-15
RHL Group, LLC
NEW1—+1——$36—2026-11-04
Darwin Wealth Management, LLC
NEW1—+1——$66—2026-11-09
CPC Advisors, LLC
CLOSED038,564-38,564-100%$1.3M$0-$1.3M2026-10-21
Sierra Summit Advisors LLC
CLOSED025,475-25,475-100%$879.9K$0-$879.9K2026-10-28
Clear Harbor Asset Management, LLC
CLOSED022,797-22,797-100%$787.4K$0-$787.4K2026-11-05
Natixis
CLOSED021,197-21,197-100%$732.1K$0-$732.1K2026-11-06
Burns Matteson Capital Management, LLC
CLOSED017,393-17,393-100%$600.8K$0-$600.8K2026-10-16
Great Lakes Advisors, LLC
CLOSED017,215-17,215-100%$594.6K$0-$594.6K2026-11-06
Cynosure Group, LLC
CLOSED016,992-16,992-100%$586.9K$0-$586.9K2026-11-03
MMA Asset Management LLC
CLOSED011,215-11,215-100%$387.4K$0-$387.4K2026-11-02
Intech Investment Management LLC
CLOSED010,850-10,850-100%$374.8K$0-$374.8K2026-11-09
Axxcess Wealth Management, LLC
CLOSED09,470-9,470-100%$327.1K$0-$327.1K2026-10-21
RHS Financial, LLC
CLOSED08,722-8,722-100%$301.3K$0-$301.3K2026-10-13
Beirne Wealth Consulting Services, LLC
CLOSED06,624-6,624-100%$231.3K$0-$231.3K2026-10-19
AdvisorNet Financial, Inc
CLOSED02,204-2,204-100%$76.1K$0-$76.1K2026-10-15
State of Wyoming
CLOSED02,058-2,058-100%$71.1K$0-$71.1K2026-10-28
Thompson Investment Management, Inc.
CLOSED02,000-2,000-100%$69.1K$0-$69.1K2026-10-14
International Assets Investment Management, LLC
CLOSED0804-804-100%$27.6K$0-$27.6K2026-11-02
Heritage Wealth Advisors
CLOSED0720-720-100%$24.9K$0-$24.9K2026-11-09
Alpine Bank Wealth Management
CLOSED0628-628-100%$21.7K$0-$21.7K2026-10-16
MCF Advisors LLC
CLOSED0380-380-100%$13.1K$0-$13.1K2026-10-28
Jnba Financial Advisors
CLOSED0266-266-100%$9.2K$0-$9.2K2026-11-03
Wealth Enhancement Trust Services, Inc.
CLOSED0162-162-100%$5.6K$0-$5.6K2026-10-07
NBT Bank, N.A.
CLOSED036-36-100%$1.2K$0-$1.2K2026-10-21
Coastline Trust Co
CLOSED030-30-100%$1.0K$0-$1.0K2026-10-01
Whipplewood Advisors, LLC
CLOSED028-28-100%$967$0-$9672026-10-20
Avion Wealth
CLOSED014-14-100%$0$0$02026-11-04
Navigoe, LLC
CLOSED07-7-100%$0$0$02026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED04-4-100%$127$0-$1272026-10-16
Evolution Advisers, Inc.
CLOSED03-3-100%$0$0$02026-11-06
Activest Wealth Management
CLOSED01-1-100%$35$0-$352026-10-15
Raleigh Capital Management Inc.
CLOSED01-1-100%$29$0-$292026-10-28
Signature Resources Capital Management, LLC
CLOSED000—$10$0-$102026-10-16
BlackRock, Inc.
N/A—26,463,921-26,463,921-100%$914.1M———
FMR LLC
N/A—13,986,188-13,986,188-100%$483.1M———
Vanguard Portfolio Management LLC
N/A—12,615,116-12,615,116-100%$435.7M———
Vanguard Capital Management LLC
N/A—9,647,183-9,647,183-100%$333.2M———
Neuberger Berman Group LLC
N/A—8,201,866-8,201,866-100%$283.3M———
State Street Corp
N/A—6,869,984-6,869,984-100%$239.8M———
Fuller & Thaler Asset Management, Inc.
N/A—5,882,917-5,882,917-100%$203.2M———
Snyder Capital Management L P
N/A—5,365,031-5,365,031-100%$185.3M———
Northern Trust Corp
N/A—3,539,044-3,539,044-100%$122.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—3,478,438-3,478,438-100%$120.1M———
AQR Capital Management LLC
N/A—3,469,229-3,469,229-100%$119.7M———
Captrust Financial Advisors
N/A—3,280,003-3,280,003-100%$113.3M———
Invesco Ltd.
N/A—3,050,658-3,050,658-100%$105.4M———
Morgan Stanley
N/A—2,654,902-2,654,902-100%$91.7M———
Norges Bank
N/A—2,627,450-2,627,450-100%$90.8M———
Charles Schwab Investment Management Inc
N/A—2,471,540-2,471,540-100%$85.4M———
Goldman Sachs Group Inc
N/A—2,308,567-2,308,567-100%$79.7M———
Manufacturers Life Insurance Company, the
N/A—2,115,491-2,115,491-100%$73.1M———
Ameriprise Financial Inc
N/A—1,779,937-1,779,937-100%$61.5M———
Bragg Financial Advisors, Inc
N/A—1,732,179-1,732,179-100%$59.8M———
River Road Asset Management, LLC
N/A—1,720,788-1,720,788-100%$59.4M———
First Trust Advisors LP
N/A—1,684,817-1,684,817-100%$58.2M———
Arrowstreet Capital, Limited Partnership
N/A—1,647,013-1,647,013-100%$56.9M———
Vanguard Fiduciary Trust Co
N/A—1,355,516-1,355,516-100%$46.8M———
Energy Income Partners, LLC
N/A—1,302,403-1,302,403-100%$45.0M———
JPMorgan Chase & Co
N/A—1,248,079-1,248,079-100%$43.9M———
Victory Capital Management Inc
N/A—1,223,700-1,223,700-100%$42.3M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—1,109,276-1,109,276-100%$38.3M———
UBS Group AG
N/A—1,091,353-1,091,353-100%$37.7M———
Royal Bank of Canada
N/A—1,028,353-1,028,353-100%$35.5M———
Raymond James Financial Inc
N/A—1,017,500-1,017,500-100%$35.1M———
Bank of America Corp
N/A—895,457-895,457-100%$30.9M———
Loomis Sayles & Co L P
N/A—884,110-884,110-100%$30.5M———
Artisan Partners Limited Partnership
N/A—773,053-773,053-100%$26.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—761,712-761,712-100%$26.3M———
Cresset Asset Management, LLC
N/A—687,162-687,162-100%$24.0M———
SEI Investments Co
N/A—668,363-668,363-100%$23.1M———
Allianz Asset Management GmbH
N/A—662,274-662,274-100%$22.9M———
Citadel Advisors LLC
N/A—655,895-655,895-100%$22.7M———
Gabelli Funds LLC
N/A—629,094-629,094-100%$21.7M———
UBS Asset Management Americas LLC
N/A—617,962-617,962-100%$21.3M———
Massachusetts Financial Services Co
N/A—604,346-604,346-100%$20.9M———
BNP Paribas Financial Markets
N/A—599,781-599,781-100%$20.7M———
Adage Capital Partners GP, L.L.C.
N/A—596,000-596,000-100%$20.6M———
Marshall Wace, LLP
N/A—585,364-585,364-100%$20.2M———
Nuveen, LLC
N/A—575,518-575,518-100%$19.9M———
Rhumbline Advisers
N/A—569,258-569,258-100%$19.7M———
Wellington Management Group LLP
N/A—567,102-567,102-100%$19.6M———
Quantinno Capital Management LP
N/A—549,540-549,540-100%$19.0M———
Price T Rowe Associates Inc
N/A—530,895-530,895-100%$18.3M———
Hancock Whitney Corp
N/A—508,978-508,978-100%$17.6M———
Jupiter Asset Management LTD
N/A—504,023-504,023-100%$17.4M———
California Public Employees Retirement System
N/A—503,443-503,443-100%$17.4M———
Federated Hermes, Inc.
N/A—492,570-492,570-100%$17.0M———
Swiss National Bank
N/A—430,700-430,700-100%$14.9M———
Prudential Financial Inc
N/A—428,342-428,342-100%$14.8M———
Stansberry Asset Management, LLC
N/A—427,597-427,597-100%$14.8M———
D. E. Shaw & Co., Inc.
N/A—426,188-426,188-100%$14.7M———
Kennedy Capital Management LLC
N/A—411,921-411,921-100%$14.2M———
Renaissance Technologies LLC
N/A—408,983-408,983-100%$14.1M———
Alliancebernstein L.P.
N/A—387,622-387,622-100%$14.1M———
Legal & General Group Plc
N/A—359,230-359,230-100%$12.4M———
Wells Fargo & Company
N/A—342,943-342,943-100%$11.8M———
Oxbow Advisors, LLC
N/A—342,559-342,559-100%$11.8M———
Ancora Advisors LLCA
N/A—327,381-327,381-100%$11.3M———
Bank of Nova Scotia
N/A—304,423-304,423-100%$10.5M———
Man Group plc
N/A—292,482-292,482-100%$10.1M———
BW Gestao de Investimentos Ltda.
N/A—289,830-289,830-100%$10.0M———
Franklin Resources Inc
N/A—288,705-288,705-100%$10.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—281,442-281,442-100%$9.7M———
Sanctuary Advisors, LLC
N/A—268,818-268,818-100%$9.3M———
Voya Investment Management LLC
N/A—253,513-253,513-100%$8.8M———
California State Teachers Retirement System
N/A—247,996-247,996-100%$8.6M———
Janney Montgomery Scott LLC
N/A—243,609-243,609-100%$8.4M———
Cerity Partners LLC
N/A—227,725-227,725-100%$7.9M———
SG Americas Securities, LLC
N/A—216,251-216,251-100%$7.5M———
New York State Common Retirement Fund
N/A—215,791-215,791-100%$7.5M———
Bridgewater Associates, LP
N/A—206,386-206,386-100%$7.1M———
Balyasny Asset Management L.P.
N/A—204,568-204,568-100%$7.1M———
Trexquant Investment LP
N/A—197,244-197,244-100%$6.8M———
State Board of Administration of Florida Retirement System
N/A—184,562-184,562-100%$6.4M———
Foster & Motley Inc
N/A—184,287-184,287-100%$6.4M———
CSM Advisors, LLC
N/A—183,769-183,769-100%$6.3M———
Osaic Holdings, Inc.
N/A—182,478-182,478-100%$6.3M———
Vanguard Asset Management, Ltd
N/A—180,233-180,233-100%$6.2M———
Engineers Gate Manager LP
N/A—166,968-166,968-100%$5.8M———
Calydon Capital
N/A—165,519-165,519-100%$5.7M———
HighTower Advisors, LLC
N/A—158,189-158,189-100%$5.5M———
Aventail Capital Group, LP
N/A—152,445-152,445-100%$5.3M———
Algert Global LLC
N/A—148,230-148,230-100%$5.1M———
Pinebridge Investments LLC
N/A—148,119-148,119-100%$5.1M———
Envestnet Asset Management Inc
N/A—143,803-143,803-100%$5.0M———
Empowered Funds, LLC
N/A—142,213-142,213-100%$4.9M———
Two Sigma Investments, LP
N/A—140,844-140,844-100%$4.9M———
Mariner, LLC
N/A—138,662-138,662-100%$4.8M———
Canada Life Assurance Co
N/A—138,483-138,483-100%$4.8M———
Advisors Asset Management, Inc.
N/A—138,049-138,049-100%$4.8M———
Elo Mutual Pension Insurance Co
N/A—133,511-133,511-100%$4.6M———
Brevan Howard Capital Management LP
N/A—126,394-126,394-100%$4.4M———
Ilex Capital Partners (UK) LLP
N/A—126,060-126,060-100%$4.4M———
Mercer Global Advisors Inc
N/A—122,859-122,859-100%$4.2M———
Martingale Asset Management L P
N/A—122,445-122,445-100%$4.2M———
Miller Value Partners, LLC
N/A—121,000-121,000-100%$4.2M———
Ensign Peak Advisors, Inc
N/A—120,756-120,756-100%$4.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—118,067-118,067-100%$4.1M———
State of Wisconsin Investment Board
N/A—116,171-116,171-100%$4.0M———
Coppell Advisory Solutions LLC
N/A—112,758-112,758-100%$2.4M———
Stifel Financial Corp
N/A—105,927-105,927-100%$3.7M———
MetLife Investment Management, LLC
N/A—103,231-103,231-100%$3.6M———
NewEdge Wealth, LLC
N/A—102,396-102,396-100%$3.5M———
Jupiter Topco LLC
N/A—98,107-98,107-100%$3.4M———
Evolve Private Wealth, LLC
N/A—96,040-96,040-100%$3.4M———
State of Tennessee, Department of Treasury
N/A—94,385-94,385-100%$3.3M———
NewEdge Advisors, LLC
N/A—93,195-93,195-100%$3.2M———
Cetera Investment Advisers
N/A—92,011-92,011-100%$3.2M———
Treasurer of the State of North Carolina
N/A—91,513-91,513-100%$3.2M———
SIR Capital Management, L.P.
N/A—91,226-91,226-100%$3.2M———
Natixis Advisors, LLC
N/A—85,005-85,005-100%$2.9M———
M&T Bank Corp
N/A—84,079-84,079-100%$2.9M———
Vanguard Global Advisers, LLC
N/A—81,989-81,989-100%$2.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—80,667-80,667-100%$2.8M———
American Century Companies Inc
N/A—80,531-80,531-100%$2.8M———
Waterloo Capital, L.P.
N/A—77,270-77,270-100%$2.7M———
Walsky Investment Management, Inc.
N/A—75,015-75,015-100%$2.6M———
Nomura Asset Management International Inc.
N/A—72,900-72,900-100%$2.5M———
Inspire Advisors, LLC
N/A—72,692-72,692-100%$2.5M———
KLP Kapitalforvaltning AS
N/A—72,300-72,300-100%$2.5M———
SummitTX Capital, L.P.
N/A—72,211-72,211-100%$2.5M———
Guggenheim Capital LLC
N/A—72,002-72,002-100%$2.5M———
Easterly Investment Partners LLC
N/A—71,503-71,503-100%$2.5M———
Cozad Asset Management Inc
N/A—69,986-69,986-100%$2.4M———
Focus Partners Wealth
N/A—68,267-68,267-100%$2.4M———
Public Employees Retirement System of Ohio
N/A—66,504-66,504-100%$2.3M———
Teachers Retirement System of the State of Kentucky
N/A—66,450-66,450-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—64,828-64,828-100%$2.2M———
Landscape Capital Management, L.L.C.
N/A—56,416-56,416-100%$1.9M———
Vanguard Investments Australia, Ltd.
N/A—54,468-54,468-100%$1.9M———
Pathstone Holdings, LLC
N/A—53,901-53,901-100%$1.9M———
Jones Financial Companies Lllp
N/A—53,664-53,664-100%$1.9M———
Vanguard Personalized Indexing Management, LLC
N/A—52,926-52,926-100%$1.8M———
Hudson Bay Capital Management LP
N/A—52,873-52,873-100%$1.8M———
RBF Capital, LLC
N/A—50,000-50,000-100%$1.7M———
Northwestern Mutual Investment Management Company, LLC
N/A—48,227-48,227-100%$1.7M———
Canada Pension Plan Investment Board
N/A—48,200-48,200-100%$1.7M———
CIBC Bancorp USA Inc.
N/A—46,087-46,087-100%$1.6M———
Northwest & Ethical Investments L.P.
N/A—45,301-45,301-100%$1.6M———
Peak6 LLC
N/A—44,820-44,820-100%$1.5M———
Cornerstone Select Advisors, LLC
N/A—42,218-42,218-100%$1.5M———
Quantbot Technologies LP
N/A—39,875-39,875-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—39,833-39,833-100%$1.4M———
Vestcor Inc
N/A—39,754-39,754-100%$1.4M———
Ameritas Investment Partners, Inc.
N/A—39,541-39,541-100%$1.4M———
Pacer Advisors, Inc.
N/A—39,461-39,461-100%$1.4M———
Summit Trail Advisors, LLC
N/A—38,355-38,355-100%$1.3M———
South Dakota Investment Council
N/A—37,879-37,879-100%$1.3M———
Millennium Management LLC
N/A—37,039-37,039-100%$1.3M———
Susquehanna International Group, LLP
N/A—36,791-36,791-100%$1.3M———
Diametric Capital, LP
N/A—35,147-35,147-100%$1.2M———
Baird Financial Group, Inc.
N/A—33,296-33,296-100%$1.2M———
Lazard Asset Management LLC
N/A—32,555-32,555-100%$1.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—32,274-32,274-100%$1.1M———
Advisory Services Network, LLC
N/A—32,187-32,187-100%$1.1M———
CastleKnight Management LP
N/A—31,600-31,600-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—30,228-30,228-100%$1.0M———
Aristotle Capital Boston, LLC
N/A—30,227-30,227-100%$1.0M———
Atom Investors LP
N/A—30,190-30,190-100%$1.0M———
IEQ Capital, LLC
N/A—29,820-29,820-100%$1.0M———
HSBC Holdings PLC
N/A—29,451-29,451-100%$1.0M———
Mork Capital Management, LLC
N/A—29,360-29,360-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—28,630-28,630-100%$988.9K———
Aster Capital Management (Difc) Ltd
N/A—28,146-28,146-100%$972.2K———
Glenmede Trust Co NA
N/A—25,577-25,577-100%$883.4K———
Gamco Investors, Inc. ET AL
N/A—24,695-24,695-100%$853.0K———
Tidal Investments LLC
N/A—24,504-24,504-100%$846.4K———
Dark Forest Capital Management LP
N/A—24,472-24,472-100%$845.3K———
Rothschild Investment LLC
N/A—22,111-22,111-100%$763.7K———
Bleakley Financial Group, LLC
N/A—21,914-21,914-100%$756.9K———
Public Employees Retirement Association of Colorado
N/A—20,649-20,649-100%$713.0K———
MML Investors Services, LLC
N/A—20,055-20,055-100%$692.7K———
EP Wealth Advisors, LLC
N/A—18,342-18,342-100%$633.5K———
Sequoia Financial Advisors, LLC
N/A—17,947-17,947-100%$619.9K———
Arax Advisory Partners
N/A—17,795-17,795-100%$614.6K———
GSA Capital Partners LLP
N/A—17,757-17,757-100%$613.0K———
Waverly Advisors, LLC
N/A—17,742-17,742-100%$612.8K———
Wealthspire Advisors, LLC
N/A—16,974-16,974-100%$586.3K———
Commerce Bank
N/A—16,923-16,923-100%$584.5K———
Federation des caisses Desjardins du Quebec
N/A—16,671-16,671-100%$575.8K———
Entropy Technologies, LP
N/A—16,601-16,601-100%$573.4K———
&partners
N/A—16,316-16,316-100%$563.5K———
Jane Street Group, LLC
N/A—15,864-15,864-100%$547.9K———
Laird Norton Wetherby Trust Company, LLC
N/A—15,810-15,810-100%$552.0K———
AE Wealth Management LLC
N/A—15,496-15,496-100%$535.2K———
RD Lewis Holdings, Inc.
N/A—15,346-15,346-100%$516.7K———
Fieldview Capital Management, LLC
N/A—15,250-15,250-100%$526.7K———
Winton Group Ltd
N/A—15,171-15,171-100%$524.0K———
Aigen Investment Management, LP
N/A—13,994-13,994-100%$483.4K———
AlphaGrep UK Ltd
N/A—13,518-13,518-100%$466.9K———
Private Advisor Group, LLC
N/A—13,498-13,498-100%$466.2K———
Freestone Grove Partners LP
N/A—12,361-12,361-100%$426.9K———
Tower Research Capital LLC (TRC)
N/A—12,293-12,293-100%$424.6K———
Gallagher Fiduciary Advisors, LLC
N/A—11,918-11,918-100%$411.7K———
Teacher Retirement System of Texas
N/A—11,882-11,882-100%$410.4K———
Utah Retirement Systems
N/A—11,500-11,500-100%$397.2K———
DnB Asset Management AS
N/A—11,489-11,489-100%$396.8K———
Inceptionr LLC
N/A—11,451-11,451-100%$395.5K———
First Eagle Investment Management, LLC
N/A—11,421-11,421-100%$394.5K———
Panagora Asset Management Inc
N/A—11,366-11,366-100%$392.6K———
V2 Financial group LLC
N/A—11,162-11,162-100%$385.5K———
Vident Advisory, LLC
N/A—10,858-10,858-100%$375.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,552-10,552-100%$364.5K———
MAI Capital Management
N/A—10,438-10,438-100%$362.8K———
Benjamin Edwards Inc
N/A—10,238-10,238-100%$353.6K———
XTX Topco Ltd
N/A—10,205-10,205-100%$352.5K———
Prelude Capital Management, LLC
N/A—10,180-10,180-100%$351.6K———
QRG Capital Management, Inc.
N/A—10,115-10,115-100%$349.4K———
Pallas Capital Advisors LLC
N/A—10,043-10,043-100%$346.9K———
Needham Investment Management LLC
N/A—10,000-10,000-100%$345.4K———
Banco Santander, S.A.
N/A—9,891-9,891-100%$341.6K———
Boothbay Fund Management, LLC
N/A—9,573-9,573-100%$330.7K———
Global Retirement Partners, LLC
N/A—9,211-9,211-100%$318.1K———
United Capital Financial Advisors, LLC
N/A—9,136-9,136-100%$315.6K———
Arkadios Wealth Advisors
N/A—8,980-8,980-100%$310.1K———
Meeder Advisory Services, Inc.
N/A—8,868-8,868-100%$306.3K———
Focus Partners Advisor Solutions, LLC
N/A—8,686-8,686-100%$300.0K———
Permanent Capital Management, LP
N/A—8,545-8,545-100%$298.3K———
BFC Planning, Inc.
N/A—8,461-8,461-100%$292.2K———
Ballentine Partners, LLC
N/A—8,420-8,420-100%$290.8K———
Connable Office Inc
N/A—8,306-8,306-100%$286.9K———
Sagewood Asset Management LP
N/A—7,707-7,707-100%$266.2K———
GeoWealth Management, LLC
N/A—7,575-7,575-100%$261.6K———
Rockefeller Capital Management L.P.
N/A—7,516-7,516-100%$259.6K———
Centiva Capital, LP
N/A—7,268-7,268-100%$251.0K———
Shelton Capital Management
N/A—7,208-7,208-100%$249.0K———
iSAM Funds (UK) Ltd
N/A—7,100-7,100-100%$245.2K———
Bull Harbor Capital LLC
N/A—7,023-7,023-100%$242.6K———
Red Door Wealth Management, LLC
N/A—6,966-6,966-100%$240.6K———
Haverford Trust Co
N/A—6,950-6,950-100%$240.1K———
Prosperity Consulting Group, LLC
N/A—6,944-6,944-100%$239.8K———
CFO4Life Group, LLC
N/A—6,861-6,861-100%$237.0K———
Blair William & Co
N/A—6,753-6,753-100%$233.3K———
Curi Capital, LLC
N/A—6,693-6,693-100%$233.2K———
EntryPoint Capital, LLC
N/A—6,677-6,677-100%$230.6K———
Smartleaf Asset Management LLC
N/A—6,560-6,560-100%$228.9K———
PFG Investments, LLC
N/A—6,454-6,454-100%$222.9K———
Zacks Investment Management
N/A—6,411-6,411-100%$221.5K———
Harvest Fund Management Co., Ltd
N/A—6,359-6,359-100%$220.0K———
New Age Alpha Advisors, LLC
N/A—4,953-4,953-100%$171.1K———
Measured Wealth Private Client Group, LLC
N/A—4,813-4,813-100%$166.2K———
BNP Paribas Asset Management Holding S.A.
N/A—4,715-4,715-100%$162.9K———
Quantum Portfolio Management LLC
N/A—3,894-3,894-100%$134.5K———
ST Germain D J Co Inc
N/A—3,600-3,600-100%$124.3K———
Private Wealth Asset Management, LLC
N/A—3,200-3,200-100%$110.5K———
Sittner & Nelson, LLC
N/A—2,991-2,991-100%$103.3K———
Vision Retirement, LLC
N/A—2,436-2,436-100%$84.1K———
Employees Retirement System of Texas
N/A—2,433-2,433-100%$84.0K———
Aquatic Capital Management LLC
N/A—2,175-2,175-100%$75.1K———
Nomura Asset Management Co LTD
N/A—2,170-2,170-100%$75.0K———
Persistent Asset Partners Ltd
N/A—2,065-2,065-100%$71.3K———
Northwestern Mutual Wealth Management Co
N/A—1,521-1,521-100%$52.5K———
Colonial Trust Co / SC
N/A—1,500-1,500-100%$51.8K———
Group One Trading LLC
N/A—1,455-1,455-100%$50.3K———
Graticule Asia Macro Advisors LLC
N/A—1,296-1,296-100%$44.8K———
Aberdeen Wealth Management LLC
N/A—1,210-1,210-100%$41.8K———
Continuum Advisory, LLC
N/A—1,064-1,064-100%$36.8K———
Huntington National Bank
N/A—1,014-1,014-100%$35.0K———
Caitlin John, LLC
N/A—979-979-100%$33.8K———
LOS Angeles Capital Management LLC
N/A—939-939-100%$32.4K———
Altshuler Shaham Ltd
N/A—922-922-100%$31.8K———
LRI Investments, LLC
N/A—892-892-100%$30.8K———
Bogart Wealth, LLC
N/A—673-673-100%$23.2K———
Strategic Wealth Partners, Ltd.
N/A—625-625-100%$21.6K———
Whittier Trust Co
N/A—600-600-100%$21.0K———
Estabrook Capital Management
N/A—322-322-100%$11.1K———
Keating Financial Advisory Services, Inc.
N/A—307-307-100%$10.6K———
Whittier Trust Co of Nevada Inc
N/A—254-254-100%$9.0K———
Steigerwald, Gordon & Koch Inc.
N/A—254-254-100%$8.8K———
Ogorek Anthony Joseph
N/A—244-244-100%$8———
CVA Family Office, LLC
N/A—236-236-100%$8.2K———
Anchor Investment Management, LLC
N/A—191-191-100%$6.6K———
Fiduciary Financial Advisors
N/A—177-177-100%$6.0K———
Prestige Wealth Management Group LLC
N/A—175-175-100%$6.1K———
Bartlett & Co. Wealth Management LLC
N/A—163-163-100%$5.6K———
GW&K Investment Management, LLC
N/A—88-88-100%$3———
IMA Advisory Services, Inc.
N/A—80-80-100%$2.8K———
HM Payson & Co
N/A—67-67-100%$2.3K———
Rialto Wealth Management, LLC
N/A—57-57-100%$2.0K———
Bruce G. Allen Investments, LLC
N/A—57-57-100%$2.0K———
Sachetta, LLC
N/A—50-50-100%$1.7K———
Raffa Wealth Management, LLC
N/A—49-49-100%$1.7K———
Kilter Group LLC
N/A—48-48-100%$1.7K———
JPL Wealth Management, LLC
N/A—26-26-100%$899———
SHP Wealth Management
N/A—24-24-100%$829———
Quarry LP
N/A—23-23-100%$794———
HFM Investment Advisors, LLC
N/A—20-20-100%$691———
Dunhill Financial, LLC
N/A—18-18-100%$621———
Ameriflex Group, Inc.
N/A—16-16-100%$553———
Elequin Capital, LP
N/A—15-15-100%$518———
WealthCollab, LLC
N/A—15-15-100%$519———
Cornerstone Financial Management LLC
N/A—14-14-100%$484———
Beaird Harris Wealth Management, LLC
N/A—12-12-100%$415———
Neo Ivy Capital Management
N/A—2-2-100%$69———
Transamerica Financial Advisors, LLC
N/A—2-2-100%$69———
Ross\johnson & Associates LLC
N/A—2-2-100%$69———
Showing 674 of 674 institutions