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United Microelectron (UMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares3,510,165 from 3,218,824
Change+291,341 (+9%)
Value$86.0M (-$1.6M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares3,186,990 from 4,892,286
Change-1,705,296 (-35%)
Value$78.0M (-$55.1M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares2,515,303 from 2,450,717
Change+64,586 (+3%)
Value$61.6M (-$5.1M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares2,004,185 from 5,414,362
Change-3,410,177 (-63%)
Value$49.1M (-$98.2M)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares789,059 from 614,123
Change+174,936 (+28%)
Value$19.3M (+$2.6M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares642,697 from 683,413
Change-40,716 (-6%)
Value$15.7M (-$2.9M)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares505,571 from 500,125
Change+5,446 (+1%)
Value$12.4M (-$1.2M)
Filed 2026-10-22
Matthews International Capital Management LLC
DECREASED
Shares466,332 from 1,465,694
Change-999,362 (-68%)
Value$11.4M (-$28.5M)
Filed 2026-11-04
Quadrant Capital Group LLC
DECREASED
Shares427,195 from 444,777
Change-17,582 (-4%)
Value$9.6M (-$2.5M)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares393,622 from 374,860
Change+18,762 (+5%)
Value$9.6M (-$560.1K)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares381,747 from 350,050
Change+31,697 (+9%)
Value$9.3M (-$175.9K)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares337,473 from 434,160
Change-96,687 (-22%)
Value$8.3K (-$11.8M)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares286,000 from 206,000
Change+80,000 (+39%)
Value$7.0M (+$1.4M)
Filed 2026-10-22
ABN Amro Investment Solutions
INCREASED
Shares277,057 from 172,000
Change+105,057 (+61%)
Value$6.8M (+$2.1M)
Filed 2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares234,382 from 222,975
Change+11,407 (+5%)
Value$5.7M (-$327.1K)
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares230,598 from 223,026
Change+7,572 (+3%)
Value$5.6M (-$421.2K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares223,704 from 229,089
Change-5,385 (-2%)
Value$5.5M (-$755.0K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares202,826 from 174,880
Change+27,946 (+16%)
Value$5.0M (+$208.7K)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
DECREASED
Shares177,562 from 191,794
Change-14,232 (-7%)
Value$4.3M (-$870.2K)
Filed 2026-10-21
Deutsche Bank Ag\
DECREASED
Shares162,269 from 211,691
Change-49,422 (-23%)
Value$4.0M (-$1.8M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares153,404 from 112,570
Change+40,834 (+36%)
Value$3.8M (+$693.8K)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares150,856 from 185,209
Change-34,353 (-19%)
Value$3.7M (-$1.3M)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares141,174 from 144,148
Change-2,974 (-2%)
Value$3.5M (-$464.9K)
Filed 2026-10-29
Profund Advisors LLC
DECREASED
Shares130,684 from 133,794
Change-3,110 (-2%)
Value$3.2M (-$440.1K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares129,367 from 129,565
Change-198 (0%)
Value$3.2M (-$357.3K)
Filed 2026-11-03
Frank, Rimerman Advisors LLC
UNCHANGED
Shares124,326 from 124,326
Change0 (0%)
Value$3.0M (-$338.2K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares123,884 from 118,012
Change+5,872 (+5%)
Value$3.0M (-$177.2K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares113,110 from 116,323
Change-3,213 (-3%)
Value$2.8M (-$395.1K)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares102,341 from 120,446
Change-18,105 (-15%)
Value$2.5M (-$701.7K)
Filed 2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares102,036 from 102,036
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-15
Ritholtz Wealth Management
DECREASED
Shares91,996 from 100,009
Change-8,013 (-8%)
Value$2.3M (-$468.3K)
Filed 2026-11-05
AIA Group Ltd
DECREASED
Shares90,799 from 102,286
Change-11,487 (-11%)
Value$2.2M (-$559.5K)
Filed 2026-10-30
Imc-Chicago, LLC
INCREASED
Shares90,282 from 39,242
Change+51,040 (+130%)
Value$2.2M (+$1.1M)
Filed 2026-11-05
Founders Financial Securities LLC
NEW
Shares70,212
Change+70,212
Value$1.7M
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares67,390 from 72,566
Change-5,176 (-7%)
Value$1.7M (-$324.1K)
Filed 2026-11-05
PDS Planning, Inc
DECREASED
Shares63,411 from 69,876
Change-6,465 (-9%)
Value$1.6M (-$348.4K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares60,998 from 49,486
Change+11,512 (+23%)
Value$1.5M (+$586.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares57,045 from 65,894
Change-8,849 (-13%)
Value$1.4K (-$1.8M)
Filed 2026-11-02
Tuttle Capital Management, LLC
NEW
Shares56,762
Change+56,762
Value$1.5M
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares50,146 from 26,230
Change+23,916 (+91%)
Value$1.2M (+$514.4K)
Filed 2026-11-05
Haven Private, LLC
DECREASED
Shares47,821 from 49,119
Change-1,298 (-3%)
Value$1.2M (-$165.4K)
Filed 2026-10-27
Capstone Capital Management Ltd
DECREASED
Shares45,356 from 57,523
Change-12,167 (-21%)
Value$1.1M (-$454.4K)
Filed 2026-10-21
Aaron Wealth Advisors LLC
INCREASED
Shares43,456 from 41,929
Change+1,527 (+4%)
Value$1.1M (-$76.7K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares40,843 from 28,294
Change+12,549 (+44%)
Value$1.0M (+$326.3K)
Filed 2026-11-04
Evergreen Capital Management LLC
DECREASED
Shares40,628 from 40,817
Change-189 (0%)
Value$995.0K (-$115.7K)
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
DECREASED
Shares39,825 from 43,991
Change-4,166 (-9%)
Value$799.7K (-$249.1K)
Filed 2026-10-21
Ariadne Wealth Management, LP
UNCHANGED
Shares38,036 from 38,036
Change0 (0%)
Value$931.5K (-$103.5K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
DECREASED
Shares37,315 from 39,510
Change-2,195 (-6%)
Value$913.9K (-$161.2K)
Filed 2026-11-03
Focused Alpha, LLC
DECREASED
Shares36,034 from 36,364
Change-330 (-1%)
Value$882.5K (-$107.0K)
Filed 2026-10-20
HB Wealth Management, LLC
DECREASED
Shares33,211 from 34,541
Change-1,330 (-4%)
Value$813.3K (-$126.5K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares32,933
Change+32,933
Value$806.5K
Filed 2026-10-21
Ascent Group, LLC
INCREASED
Shares31,583 from 16,501
Change+15,082 (+91%)
Value$773.5K (+$324.5K)
Filed 2026-10-30
Ridgewood Investments LLC
DECREASED
Shares31,285 from 49,192
Change-17,907 (-36%)
Value$766.2K (-$572.3K)
Filed 2026-10-05
Assetmark, Inc
INCREASED
Shares31,089 from 15,340
Change+15,749 (+103%)
Value$761.4K (+$344.0K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares30,762 from 12,783
Change+17,979 (+141%)
Value$753.4K (+$405.5K)
Filed 2026-11-06
Foster Group, Inc.
DECREASED
Shares29,135 from 30,851
Change-1,716 (-6%)
Value$713.5K (-$125.9K)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares28,789 from 26,765
Change+2,024 (+8%)
Value$705.0K (-$23.2K)
Filed 2026-11-03
Candriam S.C.A.
UNCHANGED
Shares28,764 from 28,764
Change0 (0%)
Value$707.0K (-$74.9K)
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares28,537 from 29,681
Change-1,144 (-4%)
Value$698.9K (-$108.7K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares27,826 from 39,924
Change-12,098 (-30%)
Value$681.5K (-$404.9K)
Filed 2026-10-15
Canopy Partners, LLC
INCREASED
Shares27,022 from 26,143
Change+879 (+3%)
Value$661.8K (-$49.6K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
INCREASED
Shares25,742 from 9,550
Change+16,192 (+170%)
Value$630.4K (+$370.6K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares24,219 from 23,545
Change+674 (+3%)
Value$593.1K (-$47.5K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
DECREASED
Shares23,902 from 23,999
Change-97 (0%)
Value$585.4K (-$67.7K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares23,760 from 20,224
Change+3,536 (+17%)
Value$581.9K (+$32.5K)
Filed 2026-10-08
Resonant Capital Advisors, LLC
INCREASED
Shares22,552 from 21,310
Change+1,242 (+6%)
Value$552.3K (-$27.5K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares21,784 from 21,699
Change+85 (+0%)
Value$533.5K (-$56.9K)
Filed 2026-10-27
MW Advisory, LLC
INCREASED
Shares19,658 from 17,691
Change+1,967 (+11%)
Value$481.4K (+$52)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares18,805 from 21,092
Change-2,287 (-11%)
Value$460.5K (-$113.4K)
Filed 2026-10-27
Leonteq Securities AG
INCREASED
Shares18,635 from 1
Change+18,634 (+1863400%)
Value$456.4K (+$456.3K)
Filed 2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED
Shares18,193 from 18,193
Change0 (0%)
Value$445.5K (-$49.5K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares18,125 from 12,914
Change+5,211 (+40%)
Value$443.9K (+$92.5K)
Filed 2026-10-13
Euro Pacific Asset Management, LLC
DECREASED
Shares17,571 from 17,814
Change-243 (-1%)
Value$430.3K (+$429.8K)
Filed 2026-11-03
Artemis Investment Management LLP
DECREASED
Shares17,525 from 44,485
Change-26,960 (-61%)
Value$429.2K (-$781.3K)
Filed 2026-10-08
May Hill Capital, LLC
INCREASED
Shares17,031 from 16,574
Change+457 (+3%)
Value$417.1K (-$33.9K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares16,994 from 13,186
Change+3,808 (+29%)
Value$462.4K (+$103.6K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares16,810 from 15,625
Change+1,185 (+8%)
Value$411.7K (-$13.5K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED
Shares15,977 from 48,516
Change-32,539 (-67%)
Value$391.3K (-$928.8K)
Filed 2026-10-29
V-Square Quantitative Management LLC
INCREASED
Shares15,957 from 15,195
Change+762 (+5%)
Value$390.8K (-$22.7K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
INCREASED
Shares15,873 from 14,470
Change+1,403 (+10%)
Value$388.7K (-$5.0K)
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares15,850 from 20,725
Change-4,875 (-24%)
Value$388.2K (-$175.8K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares15,676 from 11,588
Change+4,088 (+35%)
Value$383.9K (+$68.6K)
Filed 2026-10-16
Henry James International Management Inc.
INCREASED
Shares15,318 from 15,304
Change+14 (+0%)
Value$375.1K (-$41.3K)
Filed 2026-10-14
First Command Advisory Services, Inc.
INCREASED
Shares14,670 from 2,852
Change+11,818 (+414%)
Value$359.3K (+$281.7K)
Filed 2026-11-05
Hardy Reed LLC
INCREASED
Shares14,632 from 11,392
Change+3,240 (+28%)
Value$358.3K (+$48.4K)
Filed 2026-11-06
Natural Investments, LLC
INCREASED
Shares14,447 from 11,316
Change+3,131 (+28%)
Value$353.8K (+$46.8K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares14,250 from 12,662
Change+1,588 (+13%)
Value$349.0K (+$4.5K)
Filed 2026-10-08
Wealth Architects, LLC
DECREASED
Shares14,178 from 14,946
Change-768 (-5%)
Value$347.2K (-$59.5K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares13,663 from 10,144
Change+3,519 (+35%)
Value$334.6K (+$58.6K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares13,298 from 13,945
Change-647 (-5%)
Value$325.7K (-$53.8K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares13,185 from 12,710
Change+475 (+4%)
Value$322.9K (-$22.9K)
Filed 2026-10-20
HUB Investment Partners, LLC
NEW
Shares13,052
Change+13,052
Value$319.6K
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares13,033 from 13,309
Change-276 (-2%)
Value$319.2K (-$43.0K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares12,875 from 12,093
Change+782 (+6%)
Value$315.3K (-$13.7K)
Filed 2026-10-08
Quadrant Private Wealth Management, LLC
NEW
Shares12,785
Change+12,785
Value$313.1K
Filed 2026-11-04
Trek Financial, LLC
DECREASED
Shares12,630 from 24,037
Change-11,407 (-47%)
Value$309.3K (-$344.7K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares12,206 from 8,010
Change+4,196 (+52%)
Value$298.9K (+$81.0K)
Filed 2026-11-02
Summit Global Investments
DECREASED
Shares12,048 from 32,706
Change-20,658 (-63%)
Value$295 (-$889.7K)
Filed 2026-10-28
Verdence Capital Advisors LLC
DECREASED
Shares12,010 from 12,120
Change-110 (-1%)
Value$294.1K (-$35.7K)
Filed 2026-10-26
Enterprise Financial Services Corp
DECREASED
Shares11,905 from 13,027
Change-1,122 (-9%)
Value$291.6K (-$62.9K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares11,537 from 10,715
Change+822 (+8%)
Value$282.5K (-$9.0K)
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares11,510
Change+11,510
Value$281.9K
Filed 2026-11-04
Park Capital Management, LLC / WI
INCREASED
Shares10,842 from 9,996
Change+846 (+8%)
Value$265.5K (-$6.5K)
Filed 2026-10-13
Heck Capital Advisors, LLC
DECREASED
Shares10,824 from 14,657
Change-3,833 (-26%)
Value$265.1K (-$133.7K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares10,602
Change+10,602
Value$259.6K
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares9,816 from 8,238
Change+1,578 (+19%)
Value$240.4K (+$16.2K)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares9,439
Change+9,439
Value$231.2K
Filed 2026-11-06
Bochk Asset Management Ltd
NEW
Shares9,191
Change+9,191
Value$225.1K
Filed 2026-10-29
International Assets Investment Management, LLC
NEW
Shares9,028
Change+9,028
Value$227.6K
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares8,954 from 9,153
Change-199 (-2%)
Value$219.3K (-$29.8K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,888
Change+8,888
Value$202.8K
Filed 2026-10-13
Piedmont Capital Management, LLC
UNCHANGED
Shares8,876 from 8,876
Change0 (0%)
Value$217.4K (-$24.1K)
Filed 2026-10-21
Sage Rhino Capital LLC
DECREASED
Shares8,834 from 9,154
Change-320 (-3%)
Value$216.3K (-$32.7K)
Filed 2026-10-28
Interchange Capital Partners, LLC
NEW
Shares8,832
Change+8,832
Value$216.4K
Filed 2026-10-28
Diversified Trust Co
DECREASED
Shares8,831 from 13,695
Change-4,864 (-36%)
Value$216.3K (-$156.4K)
Filed 2026-11-06
Squire Investment Management Company, LLC
UNCHANGED
Shares8,759 from 8,759
Change0 (0%)
Value$214.5K (-$23.8K)
Filed 2026-11-03
Eastern Bank
INCREASED
Shares8,483 from 7,720
Change+763 (+10%)
Value$207.7K (-$2.3K)
Filed 2026-10-05
J. Team Financial, Inc.
DECREASED
Shares8,346 from 8,605
Change-259 (-3%)
Value$204.4K (-$29.8K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$203.3K (-$22.6K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares8,261 from 9,024
Change-763 (-8%)
Value$202.3K (-$43.2K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares8,212 from 9,839
Change-1,627 (-17%)
Value$201 (-$267.8K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
NEW
Shares8,199
Change+8,199
Value$200.8K
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares7,100 from 8,260
Change-1,160 (-14%)
Value$173.9K (-$50.9K)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares5,894 from 3,002
Change+2,892 (+96%)
Value$144.3K (+$62.7K)
Filed 2026-10-28
Raiffeisen Bank International AG
NEW
Shares4,846
Change+4,846
Value$119.8K
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares4,761 from 23,401
Change-18,640 (-80%)
Value$116.6K (-$520.1K)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares4,248
Change+4,248
Value$104.0K
Filed 2026-10-14
Inspire Investing, LLC
DECREASED
Shares4,148 from 10,062
Change-5,914 (-59%)
Value$101.6K (-$172.2K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares3,313 from 2,593
Change+720 (+28%)
Value$81.1K (+$10.6K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$53.6K (-$6.0K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares2,127 from 1,820
Change+307 (+17%)
Value$52.1K (+$2.6K)
Filed 2026-11-05
Stone House Investment Management, LLC
INCREASED
Shares2,011 from 695
Change+1,316 (+189%)
Value$49.2K (+$30.3K)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares1,942 from 1,859
Change+83 (+4%)
Value$47.6K (-$3.0K)
Filed 2026-10-29
Westside Investment Management, Inc.
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$41.8K (-$1.5K)
Filed 2026-11-02
Trust Co of Vermont
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$36.7K (-$4.1K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$36.6K (-$4.1K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares1,491
Change+1,491
Value$36.5K
Filed 2026-11-03
Bayforest Capital Ltd
INCREASED
Shares1,405 from 644
Change+761 (+118%)
Value$34.4K (+$16.9K)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$33.5K (-$3.7K)
Filed 2026-10-08
Summit Securities Group LLC
NEW
Shares1,300
Change+1,300
Value$31.8K
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$29.4K (-$3.3K)
Filed 2026-11-02
True Wealth Design, LLC
INCREASED
Shares1,130 from 1,070
Change+60 (+6%)
Value$27.7K (-$1.4K)
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares1,129 from 1,138
Change-9 (-1%)
Value$27.7K (-$3.3K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares1,114 from 1,020
Change+94 (+9%)
Value$27.3K (-$473)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares1,110 from 599
Change+511 (+85%)
Value$27.2K (+$10.9K)
Filed 2026-11-05
Central Trust Co
INCREASED
Shares1,050 from 622
Change+428 (+69%)
Value$25.7K (+$8.8K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$24.5K (-$2.7K)
Filed 2026-10-15
Highline Wealth Partners LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$23.5K (-$2.6K)
Filed 2026-10-19
Gleason Group, Inc.
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$21.3K (-$2.4K)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$20.2K (-$2.2K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares709 from 508
Change+201 (+40%)
Value$17.4K (+$3.5K)
Filed 2026-10-20
James T. Borello RIA
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$14.7K (-$1.6K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares585 from 535
Change+50 (+9%)
Value$14.3K (-$230)
Filed 2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.2K (-$1.4K)
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$10.4K (-$1.2K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares416
Change+416
Value$10.2K
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares359 from 444
Change-85 (-19%)
Value$8.8K (-$3.3K)
Filed 2026-10-20
Proathlete Wealth Management LLC
NEW
Shares321
Change+321
Value$7.9K
Filed 2026-10-15
Versant Capital Management, Inc
DECREASED
Shares305 from 321
Change-16 (-5%)
Value$7.5K (-$1.3K)
Filed 2026-10-02
Provenance Wealth Advisors, LLC
NEW
Shares277
Change+277
Value$6.8K
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares228 from 338
Change-110 (-33%)
Value$5.6K (-$3.6K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$5.5K (-$606)
Filed 2026-10-07
Clean Yield Group
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$5.3K (-$593)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$4.9K (-$547)
Filed 2026-11-02
Fortitude Family Office, LLC
NEW
Shares180
Change+180
Value$4.4K
Filed 2026-10-14
Trust Co
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$3.9K (-$430)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares155
Change+155
Value$3.8K
Filed 2026-11-03
Rakuten Securities, Inc.
DECREASED
Shares151 from 655
Change-504 (-77%)
Value$3.7K (-$14.1K)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares134
Change+134
Value$3.3K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
NEW
Shares72
Change+72
Value$1.8K
Filed 2026-10-28
Clark Wealth Partners
NEW
Shares44
Change+44
Value$1.1K
Filed 2026-10-19
Abound Wealth Management
DECREASED
Shares28 from 31
Change-3 (-10%)
Value$686 (-$158)
Filed 2026-10-26
Aubrey Capital Management Ltd
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-19
Maytree Asset Management Ltd
CLOSED
Shares0 from 86,267
Change-86,267 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-29
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 35,430
Change-35,430 (-100%)
Value$0 (-$964.1K)
Filed 2026-10-09
Keybank National Association
CLOSED
Shares0 from 26,385
Change-26,385 (-100%)
Value$0 (-$717.9K)
Filed 2026-11-04
Vest Financial, LLC
CLOSED
Shares0 from 24,798
Change-24,798 (-100%)
Value$0 (-$674.8K)
Filed 2026-10-21
FNY Investment Advisers, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$544)
Filed 2026-10-16
QP Wealth Management, LLC
CLOSED
Shares0 from 18,656
Change-18,656 (-100%)
Value$0 (-$507.6K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 16,288
Change-16,288 (-100%)
Value$0 (-$443.2K)
Filed 2026-11-06
Hennessy Advisors Inc
CLOSED
Shares0 from 13,431
Change-13,431 (-100%)
Value$0 (-$365.5K)
Filed 2026-10-28
Arta Finance Wealth Management LLC
CLOSED
Shares0 from 11,969
Change-11,969 (-100%)
Value$0 (-$325.7K)
Filed 2026-10-28
Pinnacle Associates LTD
CLOSED
Shares0 from 10,800
Change-10,800 (-100%)
Value$0 (-$293.9K)
Filed 2026-10-20
Choreo, LLC
CLOSED
Shares0 from 10,385
Change-10,385 (-100%)
Value$0 (-$282.6K)
Filed 2026-10-28
Vontobel Holding Ltd.
CLOSED
Shares0 from 8,834
Change-8,834 (-100%)
Value$0 (-$240.4K)
Filed 2026-10-16
Intergy Private Wealth, LLC
CLOSED
Shares0 from 8,657
Change-8,657 (-100%)
Value$0 (-$235.6K)
Filed 2026-10-16
RFG Advisory, LLC
CLOSED
Shares0 from 8,496
Change-8,496 (-100%)
Value$0 (-$231.2K)
Filed 2026-11-03
Altar Rock LLC
CLOSED
Shares0 from 7,922
Change-7,922 (-100%)
Value$0 (-$215.6K)
Filed 2026-11-06
Riversedge Advisors, LLC
CLOSED
Shares0 from 7,861
Change-7,861 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 7,841
Change-7,841 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 7,708
Change-7,708 (-100%)
Value$0 (-$209.7K)
Filed 2026-11-03
Third View Private Wealth, LLC
CLOSED
Shares0 from 7,683
Change-7,683 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-30
GFS Advisors, LLC
CLOSED
Shares0 from 1,370
Change-1,370 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Compass Financial Management LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-30
Key Capital Management, Inc
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$1.0K)
Filed 2026-11-03
BlackRock, Inc.
N/A
Shares— from 31,544,454
Change-31,544,454 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,632,967
Change-11,632,967 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,109,785
Change-11,109,785 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,181,208
Change-10,181,208 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 8,601,967
Change-8,601,967 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,285,573
Change-8,285,573 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,718,125
Change-7,718,125 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 7,653,378
Change-7,653,378 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 5,753,245
Change-5,753,245 (-100%)
Value—
Man Group plc
N/A
Shares— from 5,593,427
Change-5,593,427 (-100%)
Value—
State Street Corp
N/A
Shares— from 4,878,124
Change-4,878,124 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,134,788
Change-4,134,788 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,986,872
Change-3,986,872 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,660,899
Change-3,660,899 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,088,852
Change-3,088,852 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,355,267
Change-2,355,267 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,891,076
Change-1,891,076 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,342,996
Change-1,342,996 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,231,451
Change-1,231,451 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,126,943
Change-1,126,943 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 995,790
Change-995,790 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 897,313
Change-897,313 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 813,901
Change-813,901 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 791,129
Change-791,129 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 768,617
Change-768,617 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 687,022
Change-687,022 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 603,410
Change-603,410 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 548,932
Change-548,932 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 516,370
Change-516,370 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 505,576
Change-505,576 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 493,285
Change-493,285 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 476,903
Change-476,903 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 434,448
Change-434,448 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 422,818
Change-422,818 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 420,098
Change-420,098 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 386,286
Change-386,286 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 345,845
Change-345,845 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 257,707
Change-257,707 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 255,600
Change-255,600 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 231,006
Change-231,006 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 227,947
Change-227,947 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 222,621
Change-222,621 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 218,617
Change-218,617 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 217,716
Change-217,716 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 210,158
Change-210,158 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 201,041
Change-201,041 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 196,950
Change-196,950 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 196,314
Change-196,314 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 192,689
Change-192,689 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 187,208
Change-187,208 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 175,563
Change-175,563 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 170,263
Change-170,263 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 167,200
Change-167,200 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 146,875
Change-146,875 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 142,719
Change-142,719 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 140,112
Change-140,112 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 139,510
Change-139,510 (-100%)
Value—
FMR LLC
N/A
Shares— from 136,613
Change-136,613 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 133,925
Change-133,925 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 133,907
Change-133,907 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 126,799
Change-126,799 (-100%)
Value—
Boston Partners
N/A
Shares— from 119,435
Change-119,435 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 118,955
Change-118,955 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 115,680
Change-115,680 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 115,074
Change-115,074 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 113,874
Change-113,874 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 113,494
Change-113,494 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 93,043
Change-93,043 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 92,735
Change-92,735 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 92,392
Change-92,392 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 90,673
Change-90,673 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 88,812
Change-88,812 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 86,100
Change-86,100 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 82,442
Change-82,442 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 71,417
Change-71,417 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 70,630
Change-70,630 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 69,708
Change-69,708 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 64,581
Change-64,581 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 63,473
Change-63,473 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 63,154
Change-63,154 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 55,951
Change-55,951 (-100%)
Value—
North of South Capital LLP
N/A
Shares— from 50,700
Change-50,700 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 47,685
Change-47,685 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 47,609
Change-47,609 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 46,968
Change-46,968 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 46,495
Change-46,495 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 42,950
Change-42,950 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,224
Change-41,224 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,632
Change-40,632 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 38,946
Change-38,946 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 36,773
Change-36,773 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 36,453
Change-36,453 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 35,252
Change-35,252 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 34,966
Change-34,966 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 32,855
Change-32,855 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 30,756
Change-30,756 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 28,759
Change-28,759 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 27,891
Change-27,891 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 26,829
Change-26,829 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 26,121
Change-26,121 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 26,107
Change-26,107 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 25,316
Change-25,316 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 22,494
Change-22,494 (-100%)
Value—
FIL Ltd
N/A
Shares— from 22,304
Change-22,304 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 21,902
Change-21,902 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,162
Change-21,162 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 20,291
Change-20,291 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 18,643
Change-18,643 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 18,475
Change-18,475 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 18,235
Change-18,235 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,912
Change-17,912 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 17,270
Change-17,270 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,167
Change-17,167 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,879
Change-16,879 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,704
Change-16,704 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 16,612
Change-16,612 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 15,390
Change-15,390 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 15,225
Change-15,225 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 14,847
Change-14,847 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 14,638
Change-14,638 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 14,473
Change-14,473 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 14,028
Change-14,028 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 13,808
Change-13,808 (-100%)
Value—
Aviva PLC
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,416
Change-13,416 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 12,785
Change-12,785 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,490
Change-12,490 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,875
Change-11,875 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 11,789
Change-11,789 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 11,643
Change-11,643 (-100%)
Value—
Mizuho Financial Group Inc
N/A
Shares— from 11,251
Change-11,251 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 10,927
Change-10,927 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 10,830
Change-10,830 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 10,751
Change-10,751 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,713
Change-10,713 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,514
Change-10,514 (-100%)
Value—
Calydon Capital
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 9,433
Change-9,433 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,096
Change-9,096 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 7,826
Change-7,826 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 479
Change-479 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 458
Change-458 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 381
Change-381 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 256
Change-256 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 29
Change-29 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
INCREASED3,510,1653,218,824+291,341+9%$87.6M$86.0M-$1.6M2026-11-04
Barclays PLC
DECREASED3,186,9904,892,286-1,705,296-35%$133.1M$78.0M-$55.1M2026-11-06
Creative Planning
INCREASED2,515,3032,450,717+64,586+3%$66.7M$61.6M-$5.1M2026-11-02
Citigroup Inc
DECREASED2,004,1855,414,362-3,410,177-63%$147.3M$49.1M-$98.2M2026-11-04
MacKenzie Financial Corp
INCREASED789,059614,123+174,936+28%$16.7M$19.3M+$2.6M2026-11-02
US Bancorp \de\
DECREASED642,697683,413-40,716-6%$18.6M$15.7M-$2.9M2026-11-05
Moran Wealth Management, LLC
INCREASED505,571500,125+5,446+1%$13.6M$12.4M-$1.2M2026-10-22
Matthews International Capital Management LLC
DECREASED466,3321,465,694-999,362-68%$39.9M$11.4M-$28.5M2026-11-04
Quadrant Capital Group LLC
DECREASED427,195444,777-17,582-4%$12.1M$9.6M-$2.5M2026-10-20
Ethic Inc.
INCREASED393,622374,860+18,762+5%$10.2M$9.6M-$560.1K2026-11-03
Nykredit A/S
INCREASED381,747350,050+31,697+9%$9.5M$9.3M-$175.9K2026-11-06
LSV Asset Management
DECREASED337,473434,160-96,687-22%$11.8M$8.3K-$11.8M2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED286,000206,000+80,000+39%$5.6M$7.0M+$1.4M2026-10-22
ABN Amro Investment Solutions
INCREASED277,057172,000+105,057+61%$4.7M$6.8M+$2.1M2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED234,382222,975+11,407+5%$6.1M$5.7M-$327.1K2026-10-30
Russell Investments Group, Ltd.
INCREASED230,598223,026+7,572+3%$6.1M$5.6M-$421.2K2026-11-06
Signaturefd, LLC
DECREASED223,704229,089-5,385-2%$6.2M$5.5M-$755.0K2026-10-23
Vise Technologies, Inc.
INCREASED202,826174,880+27,946+16%$4.8M$5.0M+$208.7K2026-10-29
Crossmark Global Holdings, Inc.
DECREASED177,562191,794-14,232-7%$5.2M$4.3M-$870.2K2026-10-21
Deutsche Bank Ag\
DECREASED162,269211,691-49,422-23%$5.8M$4.0M-$1.8M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED153,404112,570+40,834+36%$3.1M$3.8M+$693.8K2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED150,856185,209-34,353-19%$5.0M$3.7M-$1.3M2026-10-20
Greenleaf Trust
DECREASED141,174144,148-2,974-2%$3.9M$3.5M-$464.9K2026-10-29
Profund Advisors LLC
DECREASED130,684133,794-3,110-2%$3.6M$3.2M-$440.1K2026-10-29
Parallel Advisors, LLC
DECREASED129,367129,565-1980%$3.5M$3.2M-$357.3K2026-11-03
Frank, Rimerman Advisors LLC
UNCHANGED124,326124,32600%$3.4M$3.0M-$338.2K2026-10-16
PNC Financial Services Group, Inc.
INCREASED123,884118,012+5,872+5%$3.2M$3.0M-$177.2K2026-11-06
LPL Financial LLC
DECREASED113,110116,323-3,213-3%$3.2M$2.8M-$395.1K2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED102,341120,446-18,105-15%$3.2M$2.5M-$701.7K2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED102,036102,03600%$2.8M$2.8M$02026-10-15
Ritholtz Wealth Management
DECREASED91,996100,009-8,013-8%$2.7M$2.3M-$468.3K2026-11-05
AIA Group Ltd
DECREASED90,799102,286-11,487-11%$2.8M$2.2M-$559.5K2026-10-30
Imc-Chicago, LLC
INCREASED90,28239,242+51,040+130%$1.1M$2.2M+$1.1M2026-11-05
Founders Financial Securities LLC
NEW70,212—+70,212——$1.7M—2026-10-28
Compound Planning, Inc.
DECREASED67,39072,566-5,176-7%$2.0M$1.7M-$324.1K2026-11-05
PDS Planning, Inc
DECREASED63,41169,876-6,465-9%$1.9M$1.6M-$348.4K2026-11-03
Savant Capital, LLC
INCREASED60,99849,486+11,512+23%$906.9K$1.5M+$586.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED57,04565,894-8,849-13%$1.8M$1.4K-$1.8M2026-11-02
Tuttle Capital Management, LLC
NEW56,762—+56,762——$1.5M—2026-10-21
Greenspring Advisors, LLC
INCREASED50,14626,230+23,916+91%$713.7K$1.2M+$514.4K2026-11-05
Haven Private, LLC
DECREASED47,82149,119-1,298-3%$1.3M$1.2M-$165.4K2026-10-27
Capstone Capital Management Ltd
DECREASED45,35657,523-12,167-21%$1.6M$1.1M-$454.4K2026-10-21
Aaron Wealth Advisors LLC
INCREASED43,45641,929+1,527+4%$1.1M$1.1M-$76.7K2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED40,84328,294+12,549+44%$703.4K$1.0M+$326.3K2026-11-04
Evergreen Capital Management LLC
DECREASED40,62840,817-1890%$1.1M$995.0K-$115.7K2026-10-23
Foster Victor Wealth Advisors, LLC
DECREASED39,82543,991-4,166-9%$1.0M$799.7K-$249.1K2026-10-21
Ariadne Wealth Management, LP
UNCHANGED38,03638,03600%$1.0M$931.5K-$103.5K2026-11-06
Abacus Wealth Partners, LLC
DECREASED37,31539,510-2,195-6%$1.1M$913.9K-$161.2K2026-11-03
Focused Alpha, LLC
DECREASED36,03436,364-330-1%$989.5K$882.5K-$107.0K2026-10-20
HB Wealth Management, LLC
DECREASED33,21134,541-1,330-4%$939.9K$813.3K-$126.5K2026-10-23
First Affirmative Financial Network
NEW32,933—+32,933——$806.5K—2026-10-21
Ascent Group, LLC
INCREASED31,58316,501+15,082+91%$449.0K$773.5K+$324.5K2026-10-30
Ridgewood Investments LLC
DECREASED31,28549,192-17,907-36%$1.3M$766.2K-$572.3K2026-10-05
Assetmark, Inc
INCREASED31,08915,340+15,749+103%$417.4K$761.4K+$344.0K2026-10-21
Merit Financial Group, LLC
INCREASED30,76212,783+17,979+141%$347.8K$753.4K+$405.5K2026-11-06
Foster Group, Inc.
DECREASED29,13530,851-1,716-6%$839.5K$713.5K-$125.9K2026-10-13
Xponance LLC
INCREASED28,78926,765+2,024+8%$728.3K$705.0K-$23.2K2026-11-03
Candriam S.C.A.
UNCHANGED28,76428,76400%$781.9K$707.0K-$74.9K2026-11-03
Aprio Wealth Management, LLC
DECREASED28,53729,681-1,144-4%$807.6K$698.9K-$108.7K2026-10-28
Blue Trust, Inc.
DECREASED27,82639,924-12,098-30%$1.1M$681.5K-$404.9K2026-10-15
Canopy Partners, LLC
INCREASED27,02226,143+879+3%$711.4K$661.8K-$49.6K2026-10-28
SmartHarvest Portfolios, LLC
INCREASED25,7429,550+16,192+170%$259.9K$630.4K+$370.6K2026-10-26
Atria Investments, Inc
INCREASED24,21923,545+674+3%$640.7K$593.1K-$47.5K2026-10-15
Crestwood Advisors Group, LLC
DECREASED23,90223,999-970%$653.0K$585.4K-$67.7K2026-10-27
Farther Finance Advisors, LLC
INCREASED23,76020,224+3,536+17%$549.4K$581.9K+$32.5K2026-10-08
Resonant Capital Advisors, LLC
INCREASED22,55221,310+1,242+6%$579.8K$552.3K-$27.5K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED21,78421,699+85+0%$590.4K$533.5K-$56.9K2026-10-27
MW Advisory, LLC
INCREASED19,65817,691+1,967+11%$481.4K$481.4K+$522026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED18,80521,092-2,287-11%$573.9K$460.5K-$113.4K2026-10-27
Leonteq Securities AG
INCREASED18,6351+18,634+1863400%$27$456.4K+$456.3K2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED18,19318,19300%$495.0K$445.5K-$49.5K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED18,12512,914+5,211+40%$351.4K$443.9K+$92.5K2026-10-13
Euro Pacific Asset Management, LLC
DECREASED17,57117,814-243-1%$500$430.3K+$429.8K2026-11-03
Artemis Investment Management LLP
DECREASED17,52544,485-26,960-61%$1.2M$429.2K-$781.3K2026-10-08
May Hill Capital, LLC
INCREASED17,03116,574+457+3%$451.0K$417.1K-$33.9K2026-11-03
Allworth Financial LP
INCREASED16,99413,186+3,808+29%$358.8K$462.4K+$103.6K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED16,81015,625+1,185+8%$425.2K$411.7K-$13.5K2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED15,97748,516-32,539-67%$1.3M$391.3K-$928.8K2026-10-29
V-Square Quantitative Management LLC
INCREASED15,95715,195+762+5%$413.5K$390.8K-$22.7K2026-10-15
Commonwealth Financial Services, LLC
INCREASED15,87314,470+1,403+10%$393.7K$388.7K-$5.0K2026-10-20
Verus Capital Partners, LLC
DECREASED15,85020,725-4,875-24%$563.9K$388.2K-$175.8K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED15,67611,588+4,088+35%$315.3K$383.9K+$68.6K2026-10-16
Henry James International Management Inc.
INCREASED15,31815,304+14+0%$416.4K$375.1K-$41.3K2026-10-14
First Command Advisory Services, Inc.
INCREASED14,6702,852+11,818+414%$77.6K$359.3K+$281.7K2026-11-05
Hardy Reed LLC
INCREASED14,63211,392+3,240+28%$310.0K$358.3K+$48.4K2026-11-06
Natural Investments, LLC
INCREASED14,44711,316+3,131+28%$307.0K$353.8K+$46.8K2026-11-06
Gamma Investing LLC
INCREASED14,25012,662+1,588+13%$344.5K$349.0K+$4.5K2026-10-08
Wealth Architects, LLC
DECREASED14,17814,946-768-5%$406.7K$347.2K-$59.5K2026-11-03
Kathmere Capital Management, LLC
INCREASED13,66310,144+3,519+35%$276.0K$334.6K+$58.6K2026-10-20
Independent Financial Group, LLC
DECREASED13,29813,945-647-5%$379.4K$325.7K-$53.8K2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED13,18512,710+475+4%$345.8K$322.9K-$22.9K2026-10-20
HUB Investment Partners, LLC
NEW13,052—+13,052——$319.6K—2026-11-03
Lido Advisors, LLC
DECREASED13,03313,309-276-2%$362.1K$319.2K-$43.0K2026-11-04
Valeo Financial Advisors, LLC
INCREASED12,87512,093+782+6%$329.1K$315.3K-$13.7K2026-10-08
Quadrant Private Wealth Management, LLC
NEW12,785—+12,785——$313.1K—2026-11-04
Trek Financial, LLC
DECREASED12,63024,037-11,407-47%$654.0K$309.3K-$344.7K2026-10-29
Commonwealth Equity Services, LLC
INCREASED12,2068,010+4,196+52%$218.0K$298.9K+$81.0K2026-11-02
Summit Global Investments
DECREASED12,04832,706-20,658-63%$890.0K$295-$889.7K2026-10-28
Verdence Capital Advisors LLC
DECREASED12,01012,120-110-1%$329.8K$294.1K-$35.7K2026-10-26
Enterprise Financial Services Corp
DECREASED11,90513,027-1,122-9%$354.5K$291.6K-$62.9K2026-11-03
Brighton Jones LLC
INCREASED11,53710,715+822+8%$291.6K$282.5K-$9.0K2026-11-03
Rose Capital Advisors LLC
NEW11,510—+11,510——$281.9K—2026-11-04
Park Capital Management, LLC / WI
INCREASED10,8429,996+846+8%$272.0K$265.5K-$6.5K2026-10-13
Heck Capital Advisors, LLC
DECREASED10,82414,657-3,833-26%$398.8K$265.1K-$133.7K2026-10-14
Leo Wealth, LLC
NEW10,602—+10,602——$259.6K—2026-10-26
Clearstead Advisors, LLC
INCREASED9,8168,238+1,578+19%$224.2K$240.4K+$16.2K2026-11-06
Rothwell Investment Advisors, LLC
NEW9,439—+9,439——$231.2K—2026-11-06
Bochk Asset Management Ltd
NEW9,191—+9,191——$225.1K—2026-10-29
International Assets Investment Management, LLC
NEW9,028—+9,028——$227.6K—2026-11-02
Angeles Wealth Management, LLC
DECREASED8,9549,153-199-2%$249.1K$219.3K-$29.8K2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW8,888—+8,888——$202.8K—2026-10-13
Piedmont Capital Management, LLC
UNCHANGED8,8768,87600%$241.5K$217.4K-$24.1K2026-10-21
Sage Rhino Capital LLC
DECREASED8,8349,154-320-3%$249.1K$216.3K-$32.7K2026-10-28
Interchange Capital Partners, LLC
NEW8,832—+8,832——$216.4K—2026-10-28
Diversified Trust Co
DECREASED8,83113,695-4,864-36%$372.6K$216.3K-$156.4K2026-11-06
Squire Investment Management Company, LLC
UNCHANGED8,7598,75900%$238.3K$214.5K-$23.8K2026-11-03
Eastern Bank
INCREASED8,4837,720+763+10%$210.1K$207.7K-$2.3K2026-10-05
J. Team Financial, Inc.
DECREASED8,3468,605-259-3%$234.2K$204.4K-$29.8K2026-11-03
Pekin Hardy Strauss, Inc.
UNCHANGED8,3008,30000%$225.8K$203.3K-$22.6K2026-11-02
MGO One Seven LLC
DECREASED8,2619,024-763-8%$245.5K$202.3K-$43.2K2026-10-28
Park Avenue Securities LLC
DECREASED8,2129,839-1,627-17%$268.0K$201-$267.8K2026-10-26
Hennion & Walsh Asset Management, Inc.
NEW8,199—+8,199——$200.8K—2026-10-13
SBI Securities Co., Ltd.
DECREASED7,1008,260-1,160-14%$224.8K$173.9K-$50.9K2026-10-22
TD Private Client Wealth LLC
INCREASED5,8943,002+2,892+96%$81.7K$144.3K+$62.7K2026-10-28
Raiffeisen Bank International AG
NEW4,846—+4,846——$119.8K—2026-10-28
Larson Financial Group LLC
DECREASED4,76123,401-18,640-80%$636.7K$116.6K-$520.1K2026-11-05
Mather Group, Llc.
NEW4,248—+4,248——$104.0K—2026-10-14
Inspire Investing, LLC
DECREASED4,14810,062-5,914-59%$273.8K$101.6K-$172.2K2026-10-22
Nisa Investment Advisors, LLC
INCREASED3,3132,593+720+28%$70.6K$81.1K+$10.6K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED2,1882,18800%$59.5K$53.6K-$6.0K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED2,1271,820+307+17%$49.5K$52.1K+$2.6K2026-11-05
Stone House Investment Management, LLC
INCREASED2,011695+1,316+189%$18.9K$49.2K+$30.3K2026-10-23
Bell Investment Advisors, Inc
INCREASED1,9421,859+83+4%$50.6K$47.6K-$3.0K2026-10-29
Westside Investment Management, Inc.
UNCHANGED1,5921,59200%$43.3K$41.8K-$1.5K2026-11-02
Trust Co of Vermont
UNCHANGED1,5001,50000%$40.8K$36.7K-$4.1K2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED1,4931,49300%$40.6K$36.6K-$4.1K2026-10-21
Ascentis Wealth Management, LLC
NEW1,491—+1,491——$36.5K—2026-11-03
Bayforest Capital Ltd
INCREASED1,405644+761+118%$17.5K$34.4K+$16.9K2026-11-03
CoreCap Advisors, LLC
UNCHANGED1,3691,36900%$37.3K$33.5K-$3.7K2026-10-08
Summit Securities Group LLC
NEW1,300—+1,300——$31.8K—2026-11-05
Key FInancial Inc
UNCHANGED1,2001,20000%$32.7K$29.4K-$3.3K2026-11-02
True Wealth Design, LLC
INCREASED1,1301,070+60+6%$29.1K$27.7K-$1.4K2026-10-13
Financial Consulate, Inc
DECREASED1,1291,138-9-1%$31.0K$27.7K-$3.3K2026-10-23
Parkside Financial Bank & Trust
INCREASED1,1141,020+94+9%$27.8K$27.3K-$4732026-10-27
Rossby Financial, LCC
INCREASED1,110599+511+85%$16.3K$27.2K+$10.9K2026-11-05
Central Trust Co
INCREASED1,050622+428+69%$16.9K$25.7K+$8.8K2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED1,0001,00000%$27.2K$24.5K-$2.7K2026-10-15
Highline Wealth Partners LLC
UNCHANGED96096000%$26.1K$23.5K-$2.6K2026-10-19
Gleason Group, Inc.
UNCHANGED86886800%$23.6K$21.3K-$2.4K2026-10-15
North Star Investment Management Corp.
UNCHANGED82682600%$22.5K$20.2K-$2.2K2026-10-27
Physician Wealth Advisors, Inc.
INCREASED709508+201+40%$13.8K$17.4K+$3.5K2026-10-20
James T. Borello RIA
UNCHANGED60060000%$16.3K$14.7K-$1.6K2026-10-16
IFP Advisors, Inc
INCREASED585535+50+9%$14.6K$14.3K-$2302026-10-16
Elevated Capital Advisors, LLC
UNCHANGED50050000%$13.6K$12.2K-$1.4K2026-11-04
Valued Wealth Advisors LLC
UNCHANGED42342300%$11.5K$10.4K-$1.2K2026-11-05
Root Financial Partners, LLC
NEW416—+416——$10.2K—2026-10-21
Private Trust Co NA
DECREASED359444-85-19%$12.1K$8.8K-$3.3K2026-10-20
Proathlete Wealth Management LLC
NEW321—+321——$7.9K—2026-10-15
Versant Capital Management, Inc
DECREASED305321-16-5%$8.7K$7.5K-$1.3K2026-10-02
Provenance Wealth Advisors, LLC
NEW277—+277——$6.8K—2026-10-30
Fifth Third Bancorp
DECREASED228338-110-33%$9.2K$5.6K-$3.6K2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED22322300%$6.1K$5.5K-$6062026-10-07
Clean Yield Group
UNCHANGED21821800%$5.9K$5.3K-$5932026-10-28
Golden State Wealth Management, LLC
UNCHANGED20120100%$5.5K$4.9K-$5472026-11-02
Fortitude Family Office, LLC
NEW180—+180——$4.4K—2026-10-14
Trust Co
UNCHANGED15815800%$4.3K$3.9K-$4302026-10-09
Ascentis Independent Advisors
NEW155—+155——$3.8K—2026-11-03
Rakuten Securities, Inc.
DECREASED151655-504-77%$17.8K$3.7K-$14.1K2026-11-02
Birch Financial Group, LLC
NEW134—+134——$3.3K—2026-10-27
Financial Network Wealth Advisors LLC
NEW72—+72——$1.8K—2026-10-28
Clark Wealth Partners
NEW44—+44——$1.1K—2026-10-19
Abound Wealth Management
DECREASED2831-3-10%$844$686-$1582026-10-26
Aubrey Capital Management Ltd
CLOSED0100,000-100,000-100%$2.7M$0-$2.7M2026-10-19
Maytree Asset Management Ltd
CLOSED086,267-86,267-100%$2.3M$0-$2.3M2026-10-29
CogentBlue Wealth Advisors, LLC
CLOSED035,430-35,430-100%$964.1K$0-$964.1K2026-10-09
Keybank National Association
CLOSED026,385-26,385-100%$717.9K$0-$717.9K2026-11-04
Vest Financial, LLC
CLOSED024,798-24,798-100%$674.8K$0-$674.8K2026-10-21
FNY Investment Advisers, LLC
CLOSED020,000-20,000-100%$544$0-$5442026-10-16
QP Wealth Management, LLC
CLOSED018,656-18,656-100%$507.6K$0-$507.6K2026-10-20
Kestra Private Wealth Services, LLC
CLOSED016,288-16,288-100%$443.2K$0-$443.2K2026-11-06
Hennessy Advisors Inc
CLOSED013,431-13,431-100%$365.5K$0-$365.5K2026-10-28
Arta Finance Wealth Management LLC
CLOSED011,969-11,969-100%$325.7K$0-$325.7K2026-10-28
Pinnacle Associates LTD
CLOSED010,800-10,800-100%$293.9K$0-$293.9K2026-10-20
Choreo, LLC
CLOSED010,385-10,385-100%$282.6K$0-$282.6K2026-10-28
Vontobel Holding Ltd.
CLOSED08,834-8,834-100%$240.4K$0-$240.4K2026-10-16
Intergy Private Wealth, LLC
CLOSED08,657-8,657-100%$235.6K$0-$235.6K2026-10-16
RFG Advisory, LLC
CLOSED08,496-8,496-100%$231.2K$0-$231.2K2026-11-03
Altar Rock LLC
CLOSED07,922-7,922-100%$215.6K$0-$215.6K2026-11-06
Riversedge Advisors, LLC
CLOSED07,861-7,861-100%$213.9K$0-$213.9K2026-10-09
Sagespring Wealth Partners, LLC
CLOSED07,841-7,841-100%$213.3K$0-$213.3K2026-10-22
Almanack Investment Partners, Llc.
CLOSED07,708-7,708-100%$209.7K$0-$209.7K2026-11-03
Third View Private Wealth, LLC
CLOSED07,683-7,683-100%$209.1K$0-$209.1K2026-10-30
GFS Advisors, LLC
CLOSED01,370-1,370-100%$1.4M$0-$1.4M2026-11-03
Compass Financial Management LLC
CLOSED073-73-100%$2.0K$0-$2.0K2026-10-30
Key Capital Management, Inc
CLOSED038-38-100%$1.0K$0-$1.0K2026-11-03
BlackRock, Inc.
N/A—31,544,454-31,544,454-100%$858.3M———
UBS Group AG
N/A—11,632,967-11,632,967-100%$316.5M———
Goldman Sachs Group Inc
N/A—11,109,785-11,109,785-100%$302.3M———
Bank of America Corp
N/A—10,181,208-10,181,208-100%$277.0M———
Vanguard Capital Management LLC
N/A—8,601,967-8,601,967-100%$234.1M———
Morgan Stanley
N/A—8,285,573-8,285,573-100%$225.5M———
AQR Capital Management LLC
N/A—7,718,125-7,718,125-100%$210.0M———
Rafferty Asset Management, LLC
N/A—7,653,378-7,653,378-100%$208.2M———
Acadian Asset Management LLC
N/A—5,753,245-5,753,245-100%$156.5M———
Man Group plc
N/A—5,593,427-5,593,427-100%$152.2M———
State Street Corp
N/A—4,878,124-4,878,124-100%$132.7M———
Neuberger Berman Group LLC
N/A—4,134,788-4,134,788-100%$111.0M———
Northern Trust Corp
N/A—3,986,872-3,986,872-100%$108.5M———
JPMorgan Chase & Co
N/A—3,660,899-3,660,899-100%$98.3M———
Two Sigma Investments, LP
N/A—3,088,852-3,088,852-100%$84.0M———
Tidal Investments LLC
N/A—2,355,267-2,355,267-100%$64.1M———
Empowered Funds, LLC
N/A—1,891,076-1,891,076-100%$51.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,342,996-1,342,996-100%$36.5M———
Vanguard Portfolio Management LLC
N/A—1,231,451-1,231,451-100%$33.5M———
BNP Paribas Financial Markets
N/A—1,126,943-1,126,943-100%$30.7M———
E Fund Management Co., Ltd.
N/A—995,790-995,790-100%$27.1M———
Capital Fund Management S.A.
N/A—897,313-897,313-100%$24.4M———
Nomura Holdings Inc
N/A—813,901-813,901-100%$22.1M———
Quantinno Capital Management LP
N/A—791,129-791,129-100%$21.5M———
BNP Paribas Asset Management Holding S.A.
N/A—768,617-768,617-100%$20.9M———
SG Americas Securities, LLC
N/A—687,022-687,022-100%$18.7M———
Squarepoint Ops LLC
N/A—603,410-603,410-100%$16.4M———
Vident Advisory, LLC
N/A—548,932-548,932-100%$14.9M———
O'shaughnessy Asset Management, LLC
N/A—516,370-516,370-100%$14.1M———
Millennium Management LLC
N/A—505,576-505,576-100%$13.8M———
Rhumbline Advisers
N/A—493,285-493,285-100%$13.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—476,903-476,903-100%$13.0M———
Vanguard Personalized Indexing Management, LLC
N/A—434,448-434,448-100%$11.8M———
Guggenheim Capital LLC
N/A—422,818-422,818-100%$11.5M———
Vanguard Fiduciary Trust Co
N/A—420,098-420,098-100%$11.4M———
Advisors Asset Management, Inc.
N/A—386,286-386,286-100%$10.5M———
First Trust Advisors LP
N/A—345,845-345,845-100%$9.4M———
Nuveen, LLC
N/A—257,707-257,707-100%$7.0M———
LMR Partners LLP
N/A—255,600-255,600-100%$7.0M———
Wellington Management Group LLP
N/A—231,006-231,006-100%$6.3M———
Schroder Investment Management Group
N/A—227,947-227,947-100%$6.1M———
Walleye Trading LLC
N/A—222,621-222,621-100%$6.1M———
Cerity Partners LLC
N/A—218,617-218,617-100%$5.9M———
Natixis Advisors, LLC
N/A—217,716-217,716-100%$5.9M———
Citadel Advisors LLC
N/A—210,158-210,158-100%$5.7M———
Susquehanna International Group, LLP
N/A—201,041-201,041-100%$5.5M———
IEQ Capital, LLC
N/A—196,950-196,950-100%$5.4M———
D. E. Shaw & Co., Inc.
N/A—196,314-196,314-100%$5.3M———
Ballentine Partners, LLC
N/A—192,689-192,689-100%$5.2M———
Sequoia Financial Advisors, LLC
N/A—187,208-187,208-100%$5.1M———
Baird Financial Group, Inc.
N/A—175,563-175,563-100%$4.8M———
Mariner, LLC
N/A—170,263-170,263-100%$4.6M———
XTX Topco Ltd
N/A—167,200-167,200-100%$4.5M———
Storebrand Asset Management AS
N/A—146,875-146,875-100%$4.0M———
Pathstone Holdings, LLC
N/A—142,719-142,719-100%$3.9M———
Lazard Asset Management LLC
N/A—140,112-140,112-100%$3.8M———
Marshall Wace, LLP
N/A—139,510-139,510-100%$3.8M———
FMR LLC
N/A—136,613-136,613-100%$3.7M———
Delta Global Management LP
N/A—133,925-133,925-100%$3.6M———
Callan Family Office, LLC
N/A—133,907-133,907-100%$3.6M———
Caprock Group, LLC
N/A—126,799-126,799-100%$3.5M———
Boston Partners
N/A—119,435-119,435-100%$3.2M———
Envestnet Asset Management Inc
N/A—118,955-118,955-100%$3.2M———
Invesco Ltd.
N/A—115,680-115,680-100%$3.1M———
Polymer Capital Management (HK) LTD
N/A—115,074-115,074-100%$3.1M———
SEI Investments Co
N/A—113,874-113,874-100%$3.1M———
Walleye Capital LLC
N/A—113,494-113,494-100%$3.1M———
Vestmark Advisory Solutions, Inc.
N/A—93,043-93,043-100%$2.5M———
Virtu Financial LLC
N/A—92,735-92,735-100%$2.5M———
West Family Investments, Inc.
N/A—92,392-92,392-100%$2.5M———
QRG Capital Management, Inc.
N/A—90,673-90,673-100%$2.5M———
Hantz Financial Services, Inc.
N/A—88,812-88,812-100%$2.4M———
Anther Capital Ltd
N/A—86,100-86,100-100%$2.3M———
Bridgewater Advisors Inc.
N/A—82,442-82,442-100%$1.5M———
Mercer Global Advisors Inc
N/A—71,417-71,417-100%$1.9M———
TCW Group Inc
N/A—70,630-70,630-100%$1.9M———
Bank of Montreal
N/A—69,708-69,708-100%$1.9M———
Engineers Gate Manager LP
N/A—64,581-64,581-100%$1.8M———
UBS Asset Management Americas LLC
N/A—63,473-63,473-100%$1.7M———
Royal Bank of Canada
N/A—63,154-63,154-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—55,951-55,951-100%$1.5M———
North of South Capital LLP
N/A—50,700-50,700-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—47,685-47,685-100%$1.3M———
HighTower Advisors, LLC
N/A—47,609-47,609-100%$1.3M———
Cetera Investment Advisers
N/A—46,968-46,968-100%$1.3M———
Focus Partners Wealth
N/A—46,495-46,495-100%$1.3M———
PCM Encore, LLC
N/A—42,950-42,950-100%$1.2M———
Raymond James Financial Inc
N/A—41,224-41,224-100%$1.1M———
Osaic Holdings, Inc.
N/A—40,632-40,632-100%$1.1M———
Cantor Fitzgerald, L. P.
N/A—38,946-38,946-100%$1.1M———
BSW Wealth Partners
N/A—36,773-36,773-100%$1.0M———
SummitTX Capital, L.P.
N/A—36,453-36,453-100%$991.9K———
United Capital Financial Advisors, LLC
N/A—35,252-35,252-100%$959.2K———
Ameriprise Financial Inc
N/A—34,966-34,966-100%$951.4K———
Headlands Technologies LLC
N/A—32,855-32,855-100%$894.0K———
X Advisors, LLC
N/A—30,756-30,756-100%$794.4K———
Maverick Capital LTD
N/A—28,759-28,759-100%$782.5K———
Vanguard Global Advisers, LLC
N/A—27,891-27,891-100%$758.9K———
Aquatic Capital Management LLC
N/A—26,829-26,829-100%$730.0K———
Public Employees Retirement System of Ohio
N/A—26,121-26,121-100%$710.8K———
Franklin Resources Inc
N/A—26,107-26,107-100%$710.4K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—25,316-25,316-100%$676.0K———
Glenmede Trust Co NA
N/A—22,494-22,494-100%$612.1K———
FIL Ltd
N/A—22,304-22,304-100%$606.9K———
Tudor Investment Corp ET AL
N/A—21,902-21,902-100%$596.0K———
Sanctuary Advisors, LLC
N/A—21,162-21,162-100%$575.8K———
Cozad Asset Management Inc
N/A—20,291-20,291-100%$552.1K———
Verition Fund Management LLC
N/A—20,000-20,000-100%$544.2K———
Systematic Alpha Investments, LLC
N/A—19,400-19,400-100%$527.9K———
Atlas Capital Advisors Inc.
N/A—18,643-18,643-100%$507.3K———
Sivia Capital Partners, LLC
N/A—18,475-18,475-100%$502.7K———
Coldstream Capital Management Inc
N/A—18,235-18,235-100%$496.2K———
GeoWealth Management, LLC
N/A—17,912-17,912-100%$487.4K———
Tairen Capital Ltd
N/A—17,270-17,270-100%$469.9K———
Composition Wealth, LLC
N/A—17,167-17,167-100%$467.1K———
EP Wealth Advisors, LLC
N/A—16,879-16,879-100%$459.3K———
MML Investors Services, LLC
N/A—16,704-16,704-100%$454.5K———
Venturi Wealth Management, LLC
N/A—16,612-16,612-100%$452.0K———
Wells Fargo & Company
N/A—15,430-15,430-100%$419.8K———
Inspire Advisors, LLC
N/A—15,390-15,390-100%$417.4K———
Choate Investment Advisors
N/A—15,225-15,225-100%$414.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—14,847-14,847-100%$404.0K———
Frec Markets, Inc.
N/A—14,638-14,638-100%$398.3K———
Syon Capital LLC
N/A—14,473-14,473-100%$393.8K———
Federation des caisses Desjardins du Quebec
N/A—14,028-14,028-100%$381.7K———
Basecamp Wealth Advisors LLC
N/A—13,808-13,808-100%$375.7K———
Aviva PLC
N/A—13,807-13,807-100%$375.7K———
Global Retirement Partners, LLC
N/A—13,416-13,416-100%$365.1K———
Bessemer Group Inc
N/A—13,082-13,082-100%$356.0K———
Cary Street Partners Investment Advisory LLC
N/A—12,785-12,785-100%$347.9K———
Jones Financial Companies Lllp
N/A—12,490-12,490-100%$319.5K———
FourThought Financial Partners, LLC
N/A—12,268-12,268-100%$333.8K———
Jain Global LLC
N/A—12,030-12,030-100%$327.3K———
Bleakley Financial Group, LLC
N/A—11,903-11,903-100%$323.9K———
MAI Capital Management
N/A—11,875-11,875-100%$323.1K———
Symmetry Investments LP
N/A—11,789-11,789-100%$320.8K———
Legal & General Group Plc
N/A—11,643-11,643-100%$316.6K———
Mizuho Financial Group Inc
N/A—11,251-11,251-100%$306.1K———
OneAscent Investment Solutions LLC
N/A—10,927-10,927-100%$297.3K———
Blair William & Co
N/A—10,899-10,899-100%$296.6K———
Capstone Investment Advisors, LLC
N/A—10,830-10,830-100%$294.7K———
Eventide Asset Management, LLC
N/A—10,751-10,751-100%$288.6K———
Modern Wealth Management, LLC
N/A—10,713-10,713-100%$291.5K———
Seeds Investor LLC
N/A—10,514-10,514-100%$286.1K———
Calydon Capital
N/A—9,736-9,736-100%$264.9K———
Rehmann Capital Advisory Group
N/A—9,543-9,543-100%$259.7K———
WorthPointe, LLC
N/A—9,433-9,433-100%$256.7K———
OneAscent Family Office, LLC
N/A—9,378-9,378-100%$255.2K———
Orion Porfolio Solutions, LLC
N/A—9,096-9,096-100%$247.5K———
Mayflower Financial Advisors, LLC
N/A—8,180-8,180-100%$222.6K———
Mitsubishi UFJ Trust & Banking Corp
N/A—8,100-8,100-100%$220.4K———
E-Wealth Partners, LLC
N/A—8,051-8,051-100%$219.1K———
Checchi Capital Advisers, LLC
N/A—8,007-8,007-100%$217.9K———
Drive Wealth Management, LLC
N/A—7,826-7,826-100%$213.0K———
GTS Securities LLC
N/A—7,638-7,638-100%$207.8K———
Parvin Asset Management, LLC
N/A—7,600-7,600-100%$206.8K———
Arax Advisory Partners
N/A—6,817-6,817-100%$185.5K———
Smartleaf Asset Management LLC
N/A—6,766-6,766-100%$181.6K———
Havemeyer Place LP
N/A—3,687-3,687-100%$100.3K———
Strategic Investment Solutions, Inc.
N/A—2,796-2,796-100%$76.1K———
SHP Wealth Management
N/A—2,767-2,767-100%$75.3K———
Northwestern Mutual Wealth Management Co
N/A—2,577-2,577-100%$70.1K———
WealthCollab, LLC
N/A—2,140-2,140-100%$58.2K———
Elequin Capital, LP
N/A—2,063-2,063-100%$56.1K———
LRI Investments, LLC
N/A—1,641-1,641-100%$44.6K———
Banque Cantonale Vaudoise
N/A—1,549-1,549-100%$42.0K———
Wiser Advisor Group LLC
N/A—1,469-1,469-100%$40.0K———
Fiduciary Financial Advisors
N/A—1,431-1,431-100%$38.9K———
NewEdge Advisors, LLC
N/A—1,363-1,363-100%$37.1K———
Harbour Investments, Inc.
N/A—1,351-1,351-100%$36.8K———
National Bank of Canada
N/A—1,260-1,260-100%$34.3K———
Continuum Advisory, LLC
N/A—1,045-1,045-100%$28.4K———
Cary Street Partners Financial LLC
N/A—1,000-1,000-100%$27.2K———
Beaird Harris Wealth Management, LLC
N/A—1,000-1,000-100%$27.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,000-1,000-100%$27.2K———
Cornerstone Financial Management LLC
N/A—827-827-100%$22.5K———
Optiver Holding B.V.
N/A—479-479-100%$13.0K———
Brown Brothers Harriman & Co
N/A—458-458-100%$12.5K———
Raffa Wealth Management, LLC
N/A—421-421-100%$11.5K———
Virtus Advisers, LLC
N/A—383-383-100%$10.4K———
Ancora Advisors LLCA
N/A—381-381-100%$10.4K———
IMA Advisory Services, Inc.
N/A—273-273-100%$7.4K———
Ameriflex Group, Inc.
N/A—267-267-100%$7.3K———
Huntington National Bank
N/A—256-256-100%$7.0K———
BOK Financial Private Wealth, Inc.
N/A—210-210-100%$5.7K———
Kilter Group LLC
N/A—120-120-100%$3.3K———
JPL Wealth Management, LLC
N/A—118-118-100%$3.2K———
BFC Planning, Inc.
N/A—100-100-100%$2.7K———
Transamerica Financial Advisors, LLC
N/A—98-98-100%$2.7K———
CVA Family Office, LLC
N/A—69-69-100%$1.9K———
Horizon Investments, LLC
N/A—43-43-100%$1.2K———
Silicon Valley Capital Partners
N/A—29-29-100%$789———
Meramec Financial Planners, LLC
N/A—18-18-100%$344———
Game Plan Financial Advisors, LLC
N/A—16-16-100%$435———
Bogart Wealth, LLC
N/A—4-4-100%$109———
Ameritas Investment Partners, Inc.
N/A—2-2-100%$54———
Financial Gravity Companies, Inc.
N/A—1-1-100%$27———
Erste Asset Management GmbH
N/A—00—$0———
Showing 393 of 393 institutions