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Uranium Energy Corp (UEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
INCREASED
Shares11,242,054 from 9,829,329
Change+1,412,725 (+14%)
Value$106.2M (+$1.5M)
Filed 2026-11-03
Dimensional Fund Advisors LP
INCREASED
Shares6,394,173 from 6,035,711
Change+358,462 (+6%)
Value$60.4M (-$3.9M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares1,810,993 from 1,798,273
Change+12,720 (+1%)
Value$17.1M (-$2.1M)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares1,788,882 from 1,616,031
Change+172,851 (+11%)
Value$16.9M (-$322.0K)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares1,700,695 from 936,460
Change+764,235 (+82%)
Value$16.1M (+$6.1M)
Filed 2026-10-28
Temasek Holdings (Private) Ltd
INCREASED
Shares1,527,598 from 1,079,198
Change+448,400 (+42%)
Value$14.4M (+$2.9M)
Filed 2026-10-28
Sapient Capital LLC
DECREASED
Shares969,240 from 974,645
Change-5,405 (-1%)
Value$9.2M (-$1.2M)
Filed 2026-10-08
Segra Capital Management, LLC
NEW
Shares550,000
Change+550,000
Value$5.2M
Filed 2026-10-27
General American Investors Co Inc
UNCHANGED
Shares454,890 from 454,890
Change0 (0%)
Value$4.3M (-$550.4K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares425,142 from 753,557
Change-328,415 (-44%)
Value$4.0M (-$4.0M)
Filed 2026-11-04
Bokf, NA
NEW
Shares300,000
Change+300,000
Value$2.8M
Filed 2026-10-27
Creative Planning
INCREASED
Shares290,975 from 255,195
Change+35,780 (+14%)
Value$2.7M (+$29.3K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares220,459 from 212,252
Change+8,207 (+4%)
Value$2.1M (-$179.3K)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
DECREASED
Shares166,849 from 169,302
Change-2,453 (-1%)
Value$1.6M (-$228.0K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares164,778 from 50,114
Change+114,664 (+229%)
Value$1.6M (+$1.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares142,990 from 139,844
Change+3,146 (+2%)
Value$1.4K (-$1.5M)
Filed 2026-11-02
Acasta Partners UK LLP
UNCHANGED
Shares142,616 from 142,616
Change0 (0%)
Value$1.3M (-$172.6K)
Filed 2026-10-05
HUB Investment Partners, LLC
INCREASED
Shares139,599 from 137,964
Change+1,635 (+1%)
Value$1.3M (-$151.5K)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares139,528 from 135,266
Change+4,262 (+3%)
Value$1.3M (-$123.4K)
Filed 2026-11-03
Fulcrum Asset Management LLP
INCREASED
Shares135,154 from 44,309
Change+90,845 (+205%)
Value$1.3M (+$775.7K)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares134,611 from 80,116
Change+54,495 (+68%)
Value$1.3M (+$418.0K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares123,935 from 123,924
Change+11 (+0%)
Value$1.2M (-$149.8K)
Filed 2026-11-03
Financial Security Advisor, Inc.
INCREASED
Shares92,720 from 92,305
Change+415 (+0%)
Value$876.2K (-$107.8K)
Filed 2026-11-03
Imc-Chicago, LLC
DECREASED
Shares88,462 from 189,449
Change-100,987 (-53%)
Value$836.0K (-$1.2M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares86,906 from 97,035
Change-10,129 (-10%)
Value$821.3K (-$213.1K)
Filed 2026-10-16
Virginia Retirement Systems ET Al
DECREASED
Shares76,100 from 77,800
Change-1,700 (-2%)
Value$719.1K (-$110.2K)
Filed 2026-10-28
Themes Management Co LLC
DECREASED
Shares69,522 from 75,358
Change-5,836 (-8%)
Value$657.0K (-$146.3K)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
UNCHANGED
Shares66,245 from 66,245
Change0 (0%)
Value$626.0K (-$80.2K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares63,107 from 69,082
Change-5,975 (-9%)
Value$596.4K (-$140.1K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares62,137 from 64,801
Change-2,664 (-4%)
Value$587.2K (-$103.6K)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares57,199 from 37,840
Change+19,359 (+51%)
Value$540.5K (+$137.2K)
Filed 2026-11-02
Eagle Global Advisors LLC
UNCHANGED
Shares54,900 from 54,900
Change0 (0%)
Value$518.8K (-$66.4K)
Filed 2026-11-02
Strs Ohio
INCREASED
Shares52,800 from 43,100
Change+9,700 (+23%)
Value$499.0K (+$39.5K)
Filed 2026-10-30
Total Wealth Planning & Management, Inc.
DECREASED
Shares51,040 from 51,740
Change-700 (-1%)
Value$482.3K (-$69.2K)
Filed 2026-10-23
Xponance LLC
DECREASED
Shares49,548 from 51,516
Change-1,968 (-4%)
Value$468.2K (-$80.9K)
Filed 2026-11-03
Kaizen Financial Strategies
UNCHANGED
Shares47,511 from 47,511
Change0 (0%)
Value$449.0K (-$52.3K)
Filed 2026-10-09
Deuterium Capital Management, LLC
UNCHANGED
Shares41,835 from 41,835
Change0 (0%)
Value$395.3K (-$50.6K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares36,372 from 34,854
Change+1,518 (+4%)
Value$340.4K (-$27.3K)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares36,301 from 31,958
Change+4,343 (+14%)
Value$342.5K (+$1.8K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares35,243 from 16,087
Change+19,156 (+119%)
Value$333.0K (+$161.6K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares34,261 from 32,641
Change+1,620 (+5%)
Value$264.1K (-$83.8K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares33,658 from 21,213
Change+12,445 (+59%)
Value$247.4K (+$38.9K)
Filed 2026-10-27
Vanguard Capital Wealth Advisors
DECREASED
Shares33,200 from 34,000
Change-800 (-2%)
Value$313.7K (-$48.7K)
Filed 2026-10-16
Riggs Asset Managment Co. Inc.
DECREASED
Shares32,611 from 193,772
Change-161,161 (-83%)
Value$308.2K (-$1.8M)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares32,400 from 28,100
Change+4,300 (+15%)
Value$306 (-$299.7K)
Filed 2026-11-02
October Effect Ltd
NEW
Shares30,700
Change+30,700
Value$290.1K
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares30,370 from 30,170
Change+200 (+1%)
Value$287.0K (-$34.6K)
Filed 2026-10-20
Ascent Wealth Partners, LLC
INCREASED
Shares30,243 from 26,815
Change+3,428 (+13%)
Value$285.8K (-$52)
Filed 2026-10-23
Bailard, Inc.
NEW
Shares29,489
Change+29,489
Value$278.7K
Filed 2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED
Shares28,737 from 28,737
Change0 (0%)
Value$271.6K (-$34.8K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares27,964 from 28,939
Change-975 (-3%)
Value$264.3K (-$44.2K)
Filed 2026-10-28
Synergy Asset Management, LLC
NEW
Shares27,323
Change+27,323
Value$258.2K
Filed 2026-11-05
Abel Hall, LLC
NEW
Shares27,041
Change+27,041
Value$255.5K
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares25,715 from 29,425
Change-3,710 (-13%)
Value$243.0K (-$72.1K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares25,044 from 18,489
Change+6,555 (+35%)
Value$236.7K (+$39.6K)
Filed 2026-11-05
TMB Capital Partners, LLC
INCREASED
Shares25,000 from 20,000
Change+5,000 (+25%)
Value$236.3K (+$23.1K)
Filed 2026-10-20
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$236.3K (-$30.3K)
Filed 2026-10-07
Joel Isaacson & Co., LLC
UNCHANGED
Shares24,722 from 24,722
Change0 (0%)
Value$233.6K (-$29.9K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares24,023 from 23,968
Change+55 (+0%)
Value$219.6K (-$32.8K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares23,121 from 22,700
Change+421 (+2%)
Value$218.5K (-$23.5K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares21,900 from 32,600
Change-10,700 (-33%)
Value$207.0K (-$140.6K)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares21,765 from 25,850
Change-4,085 (-16%)
Value$205.7K (-$69.9K)
Filed 2026-10-08
Rossby Financial, LCC
UNCHANGED
Shares21,500 from 21,500
Change0 (0%)
Value$203.2K (-$26.0K)
Filed 2026-11-05
CenterBook Partners LP
NEW
Shares20,825
Change+20,825
Value$196.8K
Filed 2026-11-02
Krilogy Financial LLC
INCREASED
Shares18,995 from 16,069
Change+2,926 (+18%)
Value$167.7K (-$3.6K)
Filed 2026-10-13
Independent Wealth Network Inc.
DECREASED
Shares18,826 from 24,435
Change-5,609 (-23%)
Value$177.9K (-$82.6K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares18,179 from 18,081
Change+98 (+1%)
Value$171.8K (-$21.0K)
Filed 2026-10-28
LeConte Wealth Management, LLC
INCREASED
Shares18,006 from 11,831
Change+6,175 (+52%)
Value$170.2K (+$44.0K)
Filed 2026-10-20
TimesSquare Capital Management, LLC
DECREASED
Shares18,000 from 1,685,961
Change-1,667,961 (-99%)
Value$170.1K (-$17.8M)
Filed 2026-11-03
New Harbor Financial Group, LLC
DECREASED
Shares17,825 from 18,525
Change-700 (-4%)
Value$168.4K (-$29.0K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares17,377 from 17,897
Change-520 (-3%)
Value$164.2K (-$26.6K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares17,312 from 16,435
Change+877 (+5%)
Value$163.6K (-$11.6K)
Filed 2026-10-13
Heck Capital Advisors, LLC
INCREASED
Shares16,533 from 14,523
Change+2,010 (+14%)
Value$156.2K (+$1.4K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares16,477 from 14,599
Change+1,878 (+13%)
Value$155.7K (+$83)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares16,328 from 1,738
Change+14,590 (+839%)
Value$154.3K (+$135.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares16,259 from 26,839
Change-10,580 (-39%)
Value$153.6K (-$132.5K)
Filed 2026-11-02
Heritage Family Offices, LLP
UNCHANGED
Shares15,785 from 15,785
Change0 (0%)
Value$149.2K (-$19.1K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares15,589 from 5,589
Change+10,000 (+179%)
Value$146.0K (+$86.9K)
Filed 2026-10-16
KBC Group NV
UNCHANGED
Shares15,552 from 15,552
Change0 (0%)
Value$147 (-$165.9K)
Filed 2026-10-22
Eagle Wealth Strategies LLC
UNCHANGED
Shares15,442 from 15,442
Change0 (0%)
Value$145.9K (-$18.7K)
Filed 2026-10-20
CIBC Asset Management Inc
UNCHANGED
Shares15,160 from 15,160
Change0 (0%)
Value$143.3K (-$18.3K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares15,105 from 14,917
Change+188 (+1%)
Value$142.7K (-$16.3K)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares15,030 from 45
Change+14,985 (+33300%)
Value$142.0K (+$141.6K)
Filed 2026-10-26
Praxis Investment Management Inc
DECREASED
Shares15,016 from 16,907
Change-1,891 (-11%)
Value$142 (-$179.9K)
Filed 2026-11-03
Ausbil Investment Management Ltd
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$141.8K (-$16.5K)
Filed 2026-10-08
IFC & Insurance Marketing, Inc.
INCREASED
Shares13,766 from 12,916
Change+850 (+7%)
Value$130.1K (-$7.6K)
Filed 2026-10-16
Amalgamated Bank
UNCHANGED
Shares13,427 from 13,427
Change0 (0%)
Value$127 (-$142.9K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares11,418 from 10,654
Change+764 (+7%)
Value$107.9K (-$5.7K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares11,360 from 8,974
Change+2,386 (+27%)
Value$107.4K (+$11.7K)
Filed 2026-10-08
Powell Investment Advisors, LLC
UNCHANGED
Shares11,244 from 11,244
Change0 (0%)
Value$106.3K (-$13.6K)
Filed 2026-10-22
Pettinga Financial Advisors LLC
INCREASED
Shares10,808 from 10,646
Change+162 (+2%)
Value$102.1K (-$11.4K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares10,669 from 10,633
Change+36 (+0%)
Value$100.8K (-$12.5K)
Filed 2026-10-23
Park Avenue Securities LLC
NEW
Shares10,048
Change+10,048
Value$95
Filed 2026-10-26
Semus Wealth Partners LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94.5K (-$12.1K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares7,001 from 7,879
Change-878 (-11%)
Value$66.2K (-$17.8K)
Filed 2026-10-15
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$62.4K (-$8.0K)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares6,125 from 6,125
Change0 (0%)
Value$57.9K (-$7.4K)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares5,902 from 4,875
Change+1,027 (+21%)
Value$55.8K (+$3.8K)
Filed 2026-10-02
Royal Fund Management, LLC
NEW
Shares5,750
Change+5,750
Value$54.3K
Filed 2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$53.4K (-$6.8K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares5,186 from 4,381
Change+805 (+18%)
Value$49.0K (+$2.3K)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$47.3K (-$6.1K)
Filed 2026-10-05
Intesa Sanpaolo Wealth Management
INCREASED
Shares4,600 from 4,150
Change+450 (+11%)
Value$43.5K (-$769)
Filed 2026-10-28
State of Wyoming
DECREASED
Shares4,544 from 15,626
Change-11,082 (-71%)
Value$42.9K (-$123.6K)
Filed 2026-10-28
Financial Consulate, Inc
NEW
Shares3,741
Change+3,741
Value$35.4K
Filed 2026-10-23
Armstrong Advisory Group, Inc
DECREASED
Shares3,424 from 3,704
Change-280 (-8%)
Value$32.4K (-$7.1K)
Filed 2026-10-09
Leonteq Securities AG
DECREASED
Shares3,000 from 43,000
Change-40,000 (-93%)
Value$28.4K (-$430.0K)
Filed 2026-10-29
Strategic Advocates LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$28.4K (-$3.6K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$23.6K (-$3.0K)
Filed 2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$22 (-$25.0K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares1,675 from 457
Change+1,218 (+267%)
Value$15.8K (+$11.0K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares1,650 from 1,424
Change+226 (+16%)
Value$15.6K (+$413)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares1,631
Change+1,631
Value$15.4K
Filed 2026-11-03
GoalVest Advisory LLC
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$14.8K (-$1.9K)
Filed 2026-10-02
Larson Financial Group LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$14.6K (-$1.9K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$14.2K (-$1.8K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares1,455 from 1,142
Change+313 (+27%)
Value$13.8K (+$1.6K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$11.8K (-$1.5K)
Filed 2026-10-05
True Wealth Design, LLC
UNCHANGED
Shares1,191 from 1,191
Change0 (0%)
Value$11.3K (-$1.4K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares1,174 from 442
Change+732 (+166%)
Value$11.1K (+$6.4K)
Filed 2026-10-05
Parkside Financial Bank & Trust
INCREASED
Shares1,123 from 299
Change+824 (+276%)
Value$10.6K (+$7.4K)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,103 from 5,950
Change-4,847 (-81%)
Value$10.4K (-$53.0K)
Filed 2026-10-29
Nfsg Corp
DECREASED
Shares1,100 from 5,100
Change-4,000 (-78%)
Value$10.4K (-$44.0K)
Filed 2026-10-15
Stone House Investment Management, LLC
DECREASED
Shares1,007 from 1,040
Change-33 (-3%)
Value$9.5K (-$1.6K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
INCREASED
Shares1,000 from 900
Change+100 (+11%)
Value$7.9K (-$1.4K)
Filed 2026-11-04
Adirondack Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.5K (-$1.2K)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.5K (-$1.2K)
Filed 2026-10-28
Grove Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.5K (-$1.2K)
Filed 2026-10-08
Kings Path Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.5K (-$1.2K)
Filed 2026-10-21
Kelleher Financial Advisors
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$9.4K (-$1.2K)
Filed 2026-10-30
Valued Wealth Advisors LLC
NEW
Shares975
Change+975
Value$9.2K
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$8.3K (-$1.1K)
Filed 2026-10-16
CX Institutional
NEW
Shares825
Change+825
Value$8
Filed 2026-10-02
Root Financial Partners, LLC
NEW
Shares668
Change+668
Value$6.3K
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares606
Change+606
Value$5.7K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$5.7K (-$726)
Filed 2026-11-05
Abound Wealth Management
NEW
Shares457
Change+457
Value$4.3K
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares446 from 478
Change-32 (-7%)
Value$4 (-$1)
Filed 2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$4.2K (-$533)
Filed 2026-10-23
Hilltop National Bank
NEW
Shares373
Change+373
Value$3.5K
Filed 2026-10-14
FNY Investment Advisers, LLC
INCREASED
Shares370 from 330
Change+40 (+12%)
Value$3 ($0)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.8K (-$315)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$2.6K (-$333)
Filed 2026-10-08
IFS Advisors, LLC
NEW
Shares222
Change+222
Value$2.1K
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares192 from 147
Change+45 (+31%)
Value$1.8K (+$247)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$1.6K (-$204)
Filed 2026-11-05
Bell Investment Advisors, Inc
INCREASED
Shares162 from 65
Change+97 (+149%)
Value$1.5K (+$838)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$1.3K (-$163)
Filed 2026-10-15
Mather Group, Llc.
NEW
Shares125
Change+125
Value$1.2K
Filed 2026-10-14
Fortitude Family Office, LLC
INCREASED
Shares104 from 45
Change+59 (+131%)
Value$983 (+$503)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$898 (-$115)
Filed 2026-11-03
Bare Financial Services, Inc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$718 (-$92)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$567 (-$73)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares50
Change+50
Value$473
Filed 2026-10-09
Barrett & Company, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$473 (-$60)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares46 from 19
Change+27 (+142%)
Value$435 (+$232)
Filed 2026-10-28
Essential Partners LLC
DECREASED
Shares39 from 43
Change-4 (-9%)
Value$369 (-$89)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares33
Change+33
Value$311
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares28 from 8
Change+20 (+250%)
Value$265 (+$180)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
INCREASED
Shares28 from 17
Change+11 (+65%)
Value$265 (+$83)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$265 (-$33)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares9 from 3
Change+6 (+200%)
Value$85 (+$53)
Filed 2026-10-27
Hughes Financial Services, LLC
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$57 (-$7)
Filed 2026-10-30
RHL Group, LLC
NEW
Shares1
Change+1
Value$9
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 (-$1)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
CLOSED
Shares0 from 70,974
Change-70,974 (-100%)
Value$0 (-$756.6K)
Filed 2026-11-02
Capstone Capital Management Ltd
CLOSED
Shares0 from 47,619
Change-47,619 (-100%)
Value$0 (-$507.6K)
Filed 2026-10-21
Kercheville Advisors, LLC
CLOSED
Shares0 from 45,600
Change-45,600 (-100%)
Value$0 (-$486.1K)
Filed 2026-10-19
Perigon Wealth Management, LLC
CLOSED
Shares0 from 25,028
Change-25,028 (-100%)
Value$0 (-$266.8K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 15,785
Change-15,785 (-100%)
Value$0 (-$168.3K)
Filed 2026-10-27
Profund Advisors LLC
CLOSED
Shares0 from 10,150
Change-10,150 (-100%)
Value$0 (-$108.2K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 4,215
Change-4,215 (-100%)
Value$0 (-$44.9K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,791
Change-2,791 (-100%)
Value$0 (-$29.4K)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-20
Key Capital Management, Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$32)
Filed 2026-11-03
Price T Rowe Associates Inc
N/A
Shares— from 75,129,739
Change-75,129,739 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 40,588,755
Change-40,588,755 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 34,695,667
Change-34,695,667 (-100%)
Value—
State Street Corp
N/A
Shares— from 31,505,295
Change-31,505,295 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 29,034,465
Change-29,034,465 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 23,958,702
Change-23,958,702 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 22,115,075
Change-22,115,075 (-100%)
Value—
Norges Bank
N/A
Shares— from 17,499,619
Change-17,499,619 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 12,394,907
Change-12,394,907 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,331,128
Change-6,331,128 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,310,825
Change-5,310,825 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,419,962
Change-4,419,962 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,125,038
Change-4,125,038 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,108,928
Change-4,108,928 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,514,079
Change-3,514,079 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,398,518
Change-3,398,518 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 3,311,890
Change-3,311,890 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,918,212
Change-2,918,212 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,826,229
Change-2,826,229 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 2,800,745
Change-2,800,745 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,405,300
Change-2,405,300 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 2,375,276
Change-2,375,276 (-100%)
Value—
Goehring & Rozencwajg Associates, LLC
N/A
Shares— from 2,357,786
Change-2,357,786 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,229,827
Change-2,229,827 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,485,573
Change-1,485,573 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,455,004
Change-1,455,004 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,373,310
Change-1,373,310 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,359,764
Change-1,359,764 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,359,654
Change-1,359,654 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,331,639
Change-1,331,639 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,319,435
Change-1,319,435 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,254,707
Change-1,254,707 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,226,184
Change-1,226,184 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,167,614
Change-1,167,614 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,107,540
Change-1,107,540 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,106,100
Change-1,106,100 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,105,386
Change-1,105,386 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,076,519
Change-1,076,519 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,062,673
Change-1,062,673 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 983,600
Change-983,600 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 939,036
Change-939,036 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 886,530
Change-886,530 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 884,482
Change-884,482 (-100%)
Value—
Man Group plc
N/A
Shares— from 816,628
Change-816,628 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 781,383
Change-781,383 (-100%)
Value—
FMR LLC
N/A
Shares— from 689,172
Change-689,172 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 654,939
Change-654,939 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 613,558
Change-613,558 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 580,509
Change-580,509 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 566,513
Change-566,513 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 554,581
Change-554,581 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 490,507
Change-490,507 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 488,116
Change-488,116 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 425,000
Change-425,000 (-100%)
Value—
Extract Advisors LLC
N/A
Shares— from 422,157
Change-422,157 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 405,956
Change-405,956 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 390,789
Change-390,789 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 388,344
Change-388,344 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 363,524
Change-363,524 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 350,845
Change-350,845 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 336,851
Change-336,851 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 328,687
Change-328,687 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 326,100
Change-326,100 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 322,005
Change-322,005 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 292,687
Change-292,687 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 287,938
Change-287,938 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 283,702
Change-283,702 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 256,924
Change-256,924 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 242,266
Change-242,266 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 239,712
Change-239,712 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 222,965
Change-222,965 (-100%)
Value—
FIL Ltd
N/A
Shares— from 218,097
Change-218,097 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 216,407
Change-216,407 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 208,433
Change-208,433 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 205,883
Change-205,883 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 184,326
Change-184,326 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 176,294
Change-176,294 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 175,749
Change-175,749 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 171,600
Change-171,600 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 164,549
Change-164,549 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 153,827
Change-153,827 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 152,730
Change-152,730 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 149,737
Change-149,737 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 147,948
Change-147,948 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 147,751
Change-147,751 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 145,970
Change-145,970 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 144,756
Change-144,756 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 135,447
Change-135,447 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 135,038
Change-135,038 (-100%)
Value—
Blair William & Co
N/A
Shares— from 132,514
Change-132,514 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 122,750
Change-122,750 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 120,810
Change-120,810 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 120,250
Change-120,250 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 117,700
Change-117,700 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 117,088
Change-117,088 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 114,797
Change-114,797 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 114,037
Change-114,037 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 113,610
Change-113,610 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 110,960
Change-110,960 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 110,817
Change-110,817 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 108,286
Change-108,286 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 105,499
Change-105,499 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 105,040
Change-105,040 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 92,147
Change-92,147 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 89,000
Change-89,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 88,200
Change-88,200 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 87,858
Change-87,858 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 87,674
Change-87,674 (-100%)
Value—
Amundi
N/A
Shares— from 85,367
Change-85,367 (-100%)
Value—
Garnet Equity Capital Holdings, Inc.
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 84,905
Change-84,905 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 81,596
Change-81,596 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 81,470
Change-81,470 (-100%)
Value—
Barclays PLC
N/A
Shares— from 80,976
Change-80,976 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 80,864
Change-80,864 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 77,928
Change-77,928 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 77,065
Change-77,065 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 76,444
Change-76,444 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 74,687
Change-74,687 (-100%)
Value—
CoreCommodity Management, LLC
N/A
Shares— from 71,115
Change-71,115 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 71,005
Change-71,005 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 69,464
Change-69,464 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 68,346
Change-68,346 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 68,261
Change-68,261 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 66,655
Change-66,655 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 66,592
Change-66,592 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 62,935
Change-62,935 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 61,965
Change-61,965 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Allstate Corp
N/A
Shares— from 59,286
Change-59,286 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 56,125
Change-56,125 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 54,839
Change-54,839 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 53,897
Change-53,897 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 52,689
Change-52,689 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 44,916
Change-44,916 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,710
Change-42,710 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 42,623
Change-42,623 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 41,664
Change-41,664 (-100%)
Value—
Palo Duro Investment Partners, LP
N/A
Shares— from 41,066
Change-41,066 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 40,897
Change-40,897 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 40,875
Change-40,875 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 40,832
Change-40,832 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 39,576
Change-39,576 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 37,266
Change-37,266 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 37,015
Change-37,015 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 35,715
Change-35,715 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 34,737
Change-34,737 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,764
Change-33,764 (-100%)
Value—
Mmcap International Inc. SPC
N/A
Shares— from 32,335
Change-32,335 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 30,742
Change-30,742 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 30,133
Change-30,133 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 28,589
Change-28,589 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 28,545
Change-28,545 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 28,460
Change-28,460 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 28,115
Change-28,115 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,884
Change-27,884 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 27,675
Change-27,675 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 26,734
Change-26,734 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,813
Change-25,813 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 25,278
Change-25,278 (-100%)
Value—
&partners
N/A
Shares— from 24,006
Change-24,006 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,677
Change-22,677 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 22,515
Change-22,515 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 22,355
Change-22,355 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 20,527
Change-20,527 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20,209
Change-20,209 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 19,253
Change-19,253 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 19,184
Change-19,184 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 19,034
Change-19,034 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 18,673
Change-18,673 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 18,577
Change-18,577 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 18,466
Change-18,466 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,978
Change-17,978 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 17,801
Change-17,801 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,681
Change-17,681 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,371
Change-17,371 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 15,642
Change-15,642 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,426
Change-15,426 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 15,122
Change-15,122 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 15,071
Change-15,071 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,293
Change-13,293 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 12,452
Change-12,452 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,151
Change-12,151 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 11,790
Change-11,790 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,754
Change-11,754 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,602
Change-11,602 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 11,261
Change-11,261 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 11,196
Change-11,196 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,119
Change-11,119 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,681
Change-6,681 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 750
Change-750 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 571
Change-571 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 520
Change-520 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 500
Change-500 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 479
Change-479 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 170
Change-170 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 41
Change-41 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 12
Change-12 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Alps Advisors Inc
INCREASED11,242,0549,829,329+1,412,725+14%$104.8M$106.2M+$1.5M2026-11-03
Dimensional Fund Advisors LP
INCREASED6,394,1736,035,711+358,462+6%$64.3M$60.4M-$3.9M2026-11-04
Bank of New York Mellon Corp
INCREASED1,810,9931,798,273+12,720+1%$19.2M$17.1M-$2.1M2026-11-05
Pinnacle Associates LTD
INCREASED1,788,8821,616,031+172,851+11%$17.2M$16.9M-$322.0K2026-10-20
Exchange Traded Concepts, LLC
INCREASED1,700,695936,460+764,235+82%$10.0M$16.1M+$6.1M2026-10-28
Temasek Holdings (Private) Ltd
INCREASED1,527,5981,079,198+448,400+42%$11.5M$14.4M+$2.9M2026-10-28
Sapient Capital LLC
DECREASED969,240974,645-5,405-1%$10.4M$9.2M-$1.2M2026-10-08
Segra Capital Management, LLC
NEW550,000—+550,000——$5.2M—2026-10-27
General American Investors Co Inc
UNCHANGED454,890454,89000%$4.8M$4.3M-$550.4K2026-11-02
Citigroup Inc
DECREASED425,142753,557-328,415-44%$8.0M$4.0M-$4.0M2026-11-04
Bokf, NA
NEW300,000—+300,000——$2.8M—2026-10-27
Creative Planning
INCREASED290,975255,195+35,780+14%$2.7M$2.7M+$29.3K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED220,459212,252+8,207+4%$2.3M$2.1M-$179.3K2026-10-13
State of New Jersey Common Pension Fund D
DECREASED166,849169,302-2,453-1%$1.8M$1.6M-$228.0K2026-11-05
Simplex Trading, LLC
INCREASED164,77850,114+114,664+229%$534.2K$1.6M+$1.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED142,990139,844+3,146+2%$1.5M$1.4K-$1.5M2026-11-02
Acasta Partners UK LLP
UNCHANGED142,616142,61600%$1.5M$1.3M-$172.6K2026-10-05
HUB Investment Partners, LLC
INCREASED139,599137,964+1,635+1%$1.5M$1.3M-$151.5K2026-11-03
Arizona State Retirement System
INCREASED139,528135,266+4,262+3%$1.4M$1.3M-$123.4K2026-11-03
Fulcrum Asset Management LLP
INCREASED135,15444,309+90,845+205%$479.9K$1.3M+$775.7K2026-11-04
Pictet Asset Management Holding SA
INCREASED134,61180,116+54,495+68%$854.0K$1.3M+$418.0K2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED123,935123,924+11+0%$1.3M$1.2M-$149.8K2026-11-03
Financial Security Advisor, Inc.
INCREASED92,72092,305+415+0%$984.0K$876.2K-$107.8K2026-11-03
Imc-Chicago, LLC
DECREASED88,462189,449-100,987-53%$2.0M$836.0K-$1.2M2026-11-05
Concurrent Investment Advisors, LLC
DECREASED86,90697,035-10,129-10%$1.0M$821.3K-$213.1K2026-10-16
Virginia Retirement Systems ET Al
DECREASED76,10077,800-1,700-2%$829.3K$719.1K-$110.2K2026-10-28
Themes Management Co LLC
DECREASED69,52275,358-5,836-8%$803.3K$657.0K-$146.3K2026-10-29
Grimes & Co Wealth Management, LLC
UNCHANGED66,24566,24500%$706.2K$626.0K-$80.2K2026-10-29
Commonwealth Equity Services, LLC
DECREASED63,10769,082-5,975-9%$736.4K$596.4K-$140.1K2026-11-02
ProShare Advisors LLC
DECREASED62,13764,801-2,664-4%$690.8K$587.2K-$103.6K2026-10-29
Principal Financial Group Inc
INCREASED57,19937,840+19,359+51%$403.4K$540.5K+$137.2K2026-11-02
Eagle Global Advisors LLC
UNCHANGED54,90054,90000%$585.2K$518.8K-$66.4K2026-11-02
Strs Ohio
INCREASED52,80043,100+9,700+23%$459.4K$499.0K+$39.5K2026-10-30
Total Wealth Planning & Management, Inc.
DECREASED51,04051,740-700-1%$551.5K$482.3K-$69.2K2026-10-23
Xponance LLC
DECREASED49,54851,516-1,968-4%$549.2K$468.2K-$80.9K2026-11-03
Kaizen Financial Strategies
UNCHANGED47,51147,51100%$501.2K$449.0K-$52.3K2026-10-09
Deuterium Capital Management, LLC
UNCHANGED41,83541,83500%$446.0K$395.3K-$50.6K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED36,37234,854+1,518+4%$367.7K$340.4K-$27.3K2026-11-04
Vontobel Holding Ltd.
INCREASED36,30131,958+4,343+14%$340.7K$342.5K+$1.8K2026-10-16
Apollon Wealth Management, LLC
INCREASED35,24316,087+19,156+119%$171.5K$333.0K+$161.6K2026-10-23
Prospera Financial Services Inc
INCREASED34,26132,641+1,620+5%$348.0K$264.1K-$83.8K2026-11-04
Chicago Partners Investment Group LLC
INCREASED33,65821,213+12,445+59%$208.5K$247.4K+$38.9K2026-10-27
Vanguard Capital Wealth Advisors
DECREASED33,20034,000-800-2%$362.4K$313.7K-$48.7K2026-10-16
Riggs Asset Managment Co. Inc.
DECREASED32,611193,772-161,161-83%$2.1M$308.2K-$1.8M2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED32,40028,100+4,300+15%$300.0K$306-$299.7K2026-11-02
October Effect Ltd
NEW30,700—+30,700——$290.1K—2026-10-20
Balboa Wealth Partners
INCREASED30,37030,170+200+1%$321.6K$287.0K-$34.6K2026-10-20
Ascent Wealth Partners, LLC
INCREASED30,24326,815+3,428+13%$285.8K$285.8K-$522026-10-23
Bailard, Inc.
NEW29,489—+29,489——$278.7K—2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED28,73728,73700%$306.3K$271.6K-$34.8K2026-11-03
Clear Creek Financial Management, LLC
DECREASED27,96428,939-975-3%$308.5K$264.3K-$44.2K2026-10-28
Synergy Asset Management, LLC
NEW27,323—+27,323——$258.2K—2026-11-05
Abel Hall, LLC
NEW27,041—+27,041——$255.5K—2026-10-19
Farther Finance Advisors, LLC
DECREASED25,71529,425-3,710-13%$315.1K$243.0K-$72.1K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED25,04418,489+6,555+35%$197.1K$236.7K+$39.6K2026-11-05
TMB Capital Partners, LLC
INCREASED25,00020,000+5,000+25%$213.2K$236.3K+$23.1K2026-10-20
Silvia Mccoll Wealth Management, LLC
UNCHANGED25,00025,00000%$266.5K$236.3K-$30.3K2026-10-07
Joel Isaacson & Co., LLC
UNCHANGED24,72224,72200%$263.5K$233.6K-$29.9K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED24,02323,968+55+0%$252.4K$219.6K-$32.8K2026-10-13
Sigma Planning Corp
INCREASED23,12122,700+421+2%$242.0K$218.5K-$23.5K2026-10-23
Spire Wealth Management
DECREASED21,90032,600-10,700-33%$347.5K$207.0K-$140.6K2026-10-30
CoreCap Advisors, LLC
DECREASED21,76525,850-4,085-16%$275.6K$205.7K-$69.9K2026-10-08
Rossby Financial, LCC
UNCHANGED21,50021,50000%$229.2K$203.2K-$26.0K2026-11-05
CenterBook Partners LP
NEW20,825—+20,825——$196.8K—2026-11-02
Krilogy Financial LLC
INCREASED18,99516,069+2,926+18%$171.3K$167.7K-$3.6K2026-10-13
Independent Wealth Network Inc.
DECREASED18,82624,435-5,609-23%$260.5K$177.9K-$82.6K2026-10-19
MGO One Seven LLC
INCREASED18,17918,081+98+1%$192.7K$171.8K-$21.0K2026-10-28
LeConte Wealth Management, LLC
INCREASED18,00611,831+6,175+52%$126.1K$170.2K+$44.0K2026-10-20
TimesSquare Capital Management, LLC
DECREASED18,0001,685,961-1,667,961-99%$18.0M$170.1K-$17.8M2026-11-03
New Harbor Financial Group, LLC
DECREASED17,82518,525-700-4%$197.5K$168.4K-$29.0K2026-10-22
D.A. Davidson & Co.
DECREASED17,37717,897-520-3%$190.8K$164.2K-$26.6K2026-10-28
Independent Financial Group, LLC
INCREASED17,31216,435+877+5%$175.2K$163.6K-$11.6K2026-10-13
Heck Capital Advisors, LLC
INCREASED16,53314,523+2,010+14%$154.8K$156.2K+$1.4K2026-10-14
SBI Securities Co., Ltd.
INCREASED16,47714,599+1,878+13%$155.6K$155.7K+$832026-10-22
Sterling Capital Management LLC
INCREASED16,3281,738+14,590+839%$18.5K$154.3K+$135.8K2026-10-22
Kestra Advisory Services, LLC
DECREASED16,25926,839-10,580-39%$286.1K$153.6K-$132.5K2026-11-02
Heritage Family Offices, LLP
UNCHANGED15,78515,78500%$168.3K$149.2K-$19.1K2026-11-02
TD Waterhouse Canada Inc.
INCREASED15,5895,589+10,000+179%$59.1K$146.0K+$86.9K2026-10-16
KBC Group NV
UNCHANGED15,55215,55200%$166.0K$147-$165.9K2026-10-22
Eagle Wealth Strategies LLC
UNCHANGED15,44215,44200%$164.6K$145.9K-$18.7K2026-10-20
CIBC Asset Management Inc
UNCHANGED15,16015,16000%$161.6K$143.3K-$18.3K2026-11-05
Nisa Investment Advisors, LLC
INCREASED15,10514,917+188+1%$159.0K$142.7K-$16.3K2026-10-20
SJS Investment Consulting Inc.
INCREASED15,03045+14,985+33300%$480$142.0K+$141.6K2026-10-26
Praxis Investment Management Inc
DECREASED15,01616,907-1,891-11%$180.0K$142-$179.9K2026-11-03
Ausbil Investment Management Ltd
UNCHANGED15,00015,00000%$158.3K$141.8K-$16.5K2026-10-08
IFC & Insurance Marketing, Inc.
INCREASED13,76612,916+850+7%$137.7K$130.1K-$7.6K2026-10-16
Amalgamated Bank
UNCHANGED13,42713,42700%$143.0K$127-$142.9K2026-10-23
US Bancorp \de\
INCREASED11,41810,654+764+7%$113.6K$107.9K-$5.7K2026-11-05
Gamma Investing LLC
INCREASED11,3608,974+2,386+27%$95.7K$107.4K+$11.7K2026-10-08
Powell Investment Advisors, LLC
UNCHANGED11,24411,24400%$119.9K$106.3K-$13.6K2026-10-22
Pettinga Financial Advisors LLC
INCREASED10,80810,646+162+2%$113.5K$102.1K-$11.4K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED10,66910,633+36+0%$113.3K$100.8K-$12.5K2026-10-23
Park Avenue Securities LLC
NEW10,048—+10,048——$95—2026-10-26
Semus Wealth Partners LLC
UNCHANGED10,00010,00000%$106.6K$94.5K-$12.1K2026-10-22
Blue Trust, Inc.
DECREASED7,0017,879-878-11%$84.0K$66.2K-$17.8K2026-10-15
Pilgrim Partners Asia Pte Ltd
UNCHANGED6,6006,60000%$70.4K$62.4K-$8.0K2026-10-29
IFP Advisors, Inc
UNCHANGED6,1256,12500%$65.3K$57.9K-$7.4K2026-10-16
Versant Capital Management, Inc
INCREASED5,9024,875+1,027+21%$52.0K$55.8K+$3.8K2026-10-02
Royal Fund Management, LLC
NEW5,750—+5,750——$54.3K—2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED5,7005,70000%$60.1K$53.4K-$6.8K2026-10-20
Signaturefd, LLC
INCREASED5,1864,381+805+18%$46.7K$49.0K+$2.3K2026-10-23
Eastern Bank
UNCHANGED5,0005,00000%$53.3K$47.3K-$6.1K2026-10-05
Intesa Sanpaolo Wealth Management
INCREASED4,6004,150+450+11%$44.2K$43.5K-$7692026-10-28
State of Wyoming
DECREASED4,54415,626-11,082-71%$166.6K$42.9K-$123.6K2026-10-28
Financial Consulate, Inc
NEW3,741—+3,741——$35.4K—2026-10-23
Armstrong Advisory Group, Inc
DECREASED3,4243,704-280-8%$39.5K$32.4K-$7.1K2026-10-09
Leonteq Securities AG
DECREASED3,00043,000-40,000-93%$458.4K$28.4K-$430.0K2026-10-29
Strategic Advocates LLC
UNCHANGED3,0003,00000%$32.0K$28.4K-$3.6K2026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED2,5002,50000%$26.7K$23.6K-$3.0K2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED2,3452,34500%$25.0K$22-$25.0K2026-10-22
Assetmark, Inc
INCREASED1,675457+1,218+267%$4.9K$15.8K+$11.0K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED1,6501,424+226+16%$15.2K$15.6K+$4132026-11-04
Ascentis Independent Advisors
NEW1,631—+1,631——$15.4K—2026-11-03
GoalVest Advisory LLC
UNCHANGED1,5701,57000%$16.7K$14.8K-$1.9K2026-10-02
Larson Financial Group LLC
UNCHANGED1,5411,54100%$16.4K$14.6K-$1.9K2026-11-05
Key FInancial Inc
UNCHANGED1,5001,50000%$16.0K$14.2K-$1.8K2026-11-02
Parallel Advisors, LLC
INCREASED1,4551,142+313+27%$12.2K$13.8K+$1.6K2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED1,2501,25000%$13.3K$11.8K-$1.5K2026-10-05
True Wealth Design, LLC
UNCHANGED1,1911,19100%$12.7K$11.3K-$1.4K2026-10-13
MassMutual Private Wealth & Trust, FSB
INCREASED1,174442+732+166%$4.7K$11.1K+$6.4K2026-10-05
Parkside Financial Bank & Trust
INCREASED1,123299+824+276%$3.2K$10.6K+$7.4K2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED1,1035,950-4,847-81%$63.4K$10.4K-$53.0K2026-10-29
Nfsg Corp
DECREASED1,1005,100-4,000-78%$54.4K$10.4K-$44.0K2026-10-15
Stone House Investment Management, LLC
DECREASED1,0071,040-33-3%$11.1K$9.5K-$1.6K2026-10-23
Bear Mountain Capital, Inc.
INCREASED1,000900+100+11%$9.4K$7.9K-$1.4K2026-11-04
Adirondack Trust Co
UNCHANGED1,0001,00000%$10.7K$9.5K-$1.2K2026-10-14
American Capital Advisory, LLC
UNCHANGED1,0001,00000%$10.7K$9.5K-$1.2K2026-10-28
Grove Bank & Trust
UNCHANGED1,0001,00000%$10.7K$9.5K-$1.2K2026-10-08
Kings Path Partners LLC
UNCHANGED1,0001,00000%$10.7K$9.5K-$1.2K2026-10-21
Kelleher Financial Advisors
UNCHANGED99399300%$10.6K$9.4K-$1.2K2026-10-30
Valued Wealth Advisors LLC
NEW975—+975——$9.2K—2026-11-05
Trust Co of Toledo NA
UNCHANGED88088000%$9.4K$8.3K-$1.1K2026-10-16
CX Institutional
NEW825—+825——$8—2026-10-02
Root Financial Partners, LLC
NEW668—+668——$6.3K—2026-10-21
DeDora Capital, Inc.
NEW606—+606——$5.7K—2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED60060000%$6.4K$5.7K-$7262026-11-05
Abound Wealth Management
NEW457—+457——$4.3K—2026-10-26
Covestor Ltd
DECREASED446478-32-7%$5$4-$12026-10-30
Tradewinds Capital Management, LLC
UNCHANGED44044000%$4.7K$4.2K-$5332026-10-23
Hilltop National Bank
NEW373—+373——$3.5K—2026-10-14
FNY Investment Advisers, LLC
INCREASED370330+40+12%$3$3$02026-10-16
Compass Financial Management LLC
UNCHANGED30030000%$3.2K$2.8K-$3152026-10-30
Toth Financial Advisory Corp
UNCHANGED27527500%$2.9K$2.6K-$3332026-10-08
IFS Advisors, LLC
NEW222—+222——$2.1K—2026-10-14
Physician Wealth Advisors, Inc.
INCREASED192147+45+31%$1.6K$1.8K+$2472026-10-20
Fifth Third Bancorp
UNCHANGED16916900%$1.8K$1.6K-$2042026-11-05
Bell Investment Advisors, Inc
INCREASED16265+97+149%$693$1.5K+$8382026-10-29
Cedar Mountain Advisors, LLC
UNCHANGED13513500%$1.4K$1.3K-$1632026-10-15
Mather Group, Llc.
NEW125—+125——$1.2K—2026-10-14
Fortitude Family Office, LLC
INCREASED10445+59+131%$480$983+$5032026-10-14
JFS Wealth Advisors, LLC
UNCHANGED959500%$1.0K$898-$1152026-11-03
Bare Financial Services, Inc
UNCHANGED767600%$810$718-$922026-11-04
Activest Wealth Management
UNCHANGED606000%$640$567-$732026-10-15
GK Wealth Management LLC
NEW50—+50——$473—2026-10-09
Barrett & Company, Inc.
UNCHANGED505000%$533$473-$602026-10-22
Creative Capital Management Investments LLC
INCREASED4619+27+142%$203$435+$2322026-10-28
Essential Partners LLC
DECREASED3943-4-9%$458$369-$892026-10-14
Ascentis Wealth Management, LLC
NEW33—+33——$311—2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED288+20+250%$85$265+$1802026-11-03
DiNuzzo Private Wealth, Inc.
INCREASED2817+11+65%$182$265+$832026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED282800%$298$265-$332026-10-27
DecisionPoint Financial, LLC
INCREASED93+6+200%$32$85+$532026-10-27
Hughes Financial Services, LLC
INCREASED76+1+17%$64$57-$72026-10-30
RHL Group, LLC
NEW1—+1——$9—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED1100%$11$10-$12026-10-15
SeaBridge Investment Advisors LLC
CLOSED070,974-70,974-100%$756.6K$0-$756.6K2026-11-02
Capstone Capital Management Ltd
CLOSED047,619-47,619-100%$507.6K$0-$507.6K2026-10-21
Kercheville Advisors, LLC
CLOSED045,600-45,600-100%$486.1K$0-$486.1K2026-10-19
Perigon Wealth Management, LLC
CLOSED025,028-25,028-100%$266.8K$0-$266.8K2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED015,785-15,785-100%$168.3K$0-$168.3K2026-10-27
Profund Advisors LLC
CLOSED010,150-10,150-100%$108.2K$0-$108.2K2026-10-29
Founders Capital Management
CLOSED04,215-4,215-100%$44.9K$0-$44.9K2026-10-13
International Assets Investment Management, LLC
CLOSED02,791-2,791-100%$29.4K$0-$29.4K2026-11-02
Atlantic Edge Private Wealth Management, LLC
CLOSED0400-400-100%$4.3K$0-$4.3K2026-10-20
Key Capital Management, Inc
CLOSED03-3-100%$32$0-$322026-11-03
Price T Rowe Associates Inc
N/A—75,129,739-75,129,739-100%$800.9M———
BlackRock, Inc.
N/A—40,588,755-40,588,755-100%$432.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—34,695,667-34,695,667-100%$369.9M———
State Street Corp
N/A—31,505,295-31,505,295-100%$335.9M———
Van Eck Associates Corp
N/A—29,034,465-29,034,465-100%$309.5M———
Vanguard Portfolio Management LLC
N/A—23,958,702-23,958,702-100%$255.4M———
Vanguard Capital Management LLC
N/A—22,115,075-22,115,075-100%$235.7M———
Norges Bank
N/A—17,499,619-17,499,619-100%$186.5M———
Geode Capital Management, LLC
N/A—12,394,907-12,394,907-100%$132.2M———
Alliancebernstein L.P.
N/A—6,331,128-6,331,128-100%$85.5M———
Wellington Management Group LLP
N/A—5,310,825-5,310,825-100%$56.6M———
Northern Trust Corp
N/A—4,419,962-4,419,962-100%$47.1M———
Goldman Sachs Group Inc
N/A—4,125,038-4,125,038-100%$44.0M———
Charles Schwab Investment Management Inc
N/A—4,108,928-4,108,928-100%$43.8M———
Vanguard Fiduciary Trust Co
N/A—3,514,079-3,514,079-100%$37.5M———
UBS Group AG
N/A—3,398,518-3,398,518-100%$36.2M———
Caxton Associates LLP
N/A—3,311,890-3,311,890-100%$35.3M———
Driehaus Capital Management LLC
N/A—2,918,212-2,918,212-100%$31.1M———
Morgan Stanley
N/A—2,826,229-2,826,229-100%$30.1M———
Westfield Capital Management Co LP
N/A—2,800,745-2,800,745-100%$29.9M———
Massachusetts Financial Services Co
N/A—2,405,300-2,405,300-100%$27.0M———
Titan Global Capital Management USA LLC
N/A—2,375,276-2,375,276-100%$25.3M———
Goehring & Rozencwajg Associates, LLC
N/A—2,357,786-2,357,786-100%$25.1M———
Canada Life Assurance Co
N/A—2,229,827-2,229,827-100%$23.9M———
Voya Investment Management LLC
N/A—1,485,573-1,485,573-100%$15.8M———
BNP Paribas Financial Markets
N/A—1,455,004-1,455,004-100%$15.5M———
Vident Advisory, LLC
N/A—1,373,310-1,373,310-100%$14.6M———
T. Rowe Price Investment Management, Inc.
N/A—1,359,764-1,359,764-100%$14.5M———
Jupiter Topco LLC
N/A—1,359,654-1,359,654-100%$14.6M———
Bank of America Corp
N/A—1,331,639-1,331,639-100%$14.2M———
JPMorgan Chase & Co
N/A—1,319,435-1,319,435-100%$14.5M———
Ameriprise Financial Inc
N/A—1,254,707-1,254,707-100%$13.4M———
Balyasny Asset Management L.P.
N/A—1,226,184-1,226,184-100%$13.1M———
Susquehanna International Group, LLP
N/A—1,167,614-1,167,614-100%$12.4M———
Nomura Asset Management International Inc.
N/A—1,107,540-1,107,540-100%$11.8M———
Nomura Asset Management Co LTD
N/A—1,106,100-1,106,100-100%$11.8M———
Nuveen, LLC
N/A—1,105,386-1,105,386-100%$11.8M———
UBS Asset Management Americas LLC
N/A—1,076,519-1,076,519-100%$11.5M———
BNP Paribas Asset Management Holding S.A.
N/A—1,062,673-1,062,673-100%$11.3M———
Swiss National Bank
N/A—983,600-983,600-100%$10.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—939,036-939,036-100%$10.1M———
California Public Employees Retirement System
N/A—886,530-886,530-100%$9.5M———
Wells Fargo & Company
N/A—884,482-884,482-100%$9.4M———
Man Group plc
N/A—816,628-816,628-100%$8.7M———
Sprott Inc.
N/A—781,383-781,383-100%$8.3M———
FMR LLC
N/A—689,172-689,172-100%$7.3M———
Rhumbline Advisers
N/A—654,939-654,939-100%$7.0M———
Summit Financial, LLC
N/A—613,558-613,558-100%$6.5M———
Deutsche Bank Ag\
N/A—580,509-580,509-100%$6.2M———
California State Teachers Retirement System
N/A—566,513-566,513-100%$6.0M———
Tidal Investments LLC
N/A—554,581-554,581-100%$5.9M———
Legal & General Group Plc
N/A—490,507-490,507-100%$5.2M———
Defiance ETFs, LLC
N/A—488,116-488,116-100%$5.1M———
LMR Partners LLP
N/A—425,000-425,000-100%$4.5M———
Extract Advisors LLC
N/A—422,157-422,157-100%$4.5M———
LPL Financial LLC
N/A—405,956-405,956-100%$4.3M———
Vanguard Asset Management, Ltd
N/A—390,789-390,789-100%$4.2M———
DnB Asset Management AS
N/A—388,344-388,344-100%$4.1M———
Holocene Advisors, LP
N/A—363,524-363,524-100%$3.9M———
Invesco Ltd.
N/A—350,845-350,845-100%$3.7M———
Nordea Investment Management AB
N/A—336,851-336,851-100%$3.6M———
Group One Trading LLC
N/A—328,687-328,687-100%$3.5M———
Marex Group Ltd
N/A—326,100-326,100-100%$3.5M———
Royal Bank of Canada
N/A—322,005-322,005-100%$3.4M———
SG Americas Securities, LLC
N/A—292,687-292,687-100%$3.1M———
MetLife Investment Management, LLC
N/A—287,938-287,938-100%$3.1M———
WCM Investment Management, LLC
N/A—283,702-283,702-100%$3.1M———
Cresset Asset Management, LLC
N/A—256,924-256,924-100%$2.7M———
Raymond James Financial Inc
N/A—242,266-242,266-100%$2.6M———
Manufacturers Life Insurance Company, the
N/A—239,712-239,712-100%$2.6M———
Russell Investments Group, Ltd.
N/A—222,965-222,965-100%$2.4M———
FIL Ltd
N/A—218,097-218,097-100%$2.3M———
State of Wisconsin Investment Board
N/A—216,407-216,407-100%$2.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—208,433-208,433-100%$2.2M———
AQR Capital Management LLC
N/A—205,883-205,883-100%$2.2M———
Vanguard Global Advisers, LLC
N/A—184,326-184,326-100%$2.0M———
CI Investments Inc.
N/A—176,294-176,294-100%$1.9M———
D. E. Shaw & Co., Inc.
N/A—175,749-175,749-100%$1.9M———
Handelsbanken Fonder AB
N/A—171,600-171,600-100%$1.8K———
New York State Common Retirement Fund
N/A—164,549-164,549-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—153,827-153,827-100%$1.6M———
Banque Cantonale Vaudoise
N/A—152,730-152,730-100%$1.6M———
Cetera Investment Advisers
N/A—149,737-149,737-100%$1.6M———
Neo Ivy Capital Management
N/A—147,948-147,948-100%$1.6M———
American Century Companies Inc
N/A—147,751-147,751-100%$1.6M———
Police & Firemen's Retirement System of New Jersey
N/A—145,970-145,970-100%$1.6M———
Pacer Advisors, Inc.
N/A—144,756-144,756-100%$1.5M———
Osaic Holdings, Inc.
N/A—135,447-135,447-100%$1.4M———
Royce & Associates LP
N/A—135,038-135,038-100%$1.4M———
Blair William & Co
N/A—132,514-132,514-100%$1.4M———
Vanguard Investments Australia, Ltd.
N/A—122,750-122,750-100%$1.3M———
Intech Investment Management LLC
N/A—120,810-120,810-100%$1.3M———
One Capital Management, LLC
N/A—120,250-120,250-100%$1.6M———
KLP Kapitalforvaltning AS
N/A—117,700-117,700-100%$1.3M———
Teachers Retirement System of the State of Kentucky
N/A—117,088-117,088-100%$1.2M———
Stifel Financial Corp
N/A—114,797-114,797-100%$1.2M———
Pathstone Holdings, LLC
N/A—114,037-114,037-100%$1.2M———
Macquarie Group LTD
N/A—113,610-113,610-100%$1.2M———
HSBC Holdings PLC
N/A—110,960-110,960-100%$1.2M———
Pinebridge Investments LLC
N/A—110,817-110,817-100%$1.2M———
Greenwich Wealth Management LLC
N/A—108,286-108,286-100%$1.2M———
Ninepoint Partners LP
N/A—105,499-105,499-100%$1.1M———
State Board of Administration of Florida Retirement System
N/A—105,040-105,040-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—92,147-92,147-100%$982.3K———
Disciplined Investors, L.L.C.
N/A—89,000-89,000-100%$948.7K———
Federation des caisses Desjardins du Quebec
N/A—88,200-88,200-100%$940.3K———
Janney Montgomery Scott LLC
N/A—87,858-87,858-100%$937.0K———
Ancora Advisors LLCA
N/A—87,674-87,674-100%$934.6K———
Amundi
N/A—85,367-85,367-100%$910.0K———
Garnet Equity Capital Holdings, Inc.
N/A—85,000-85,000-100%$906.1K———
Rathbones Group PLC
N/A—84,905-84,905-100%$905.1K———
Altshuler Shaham Ltd
N/A—81,596-81,596-100%$869.8K———
Prudential Financial Inc
N/A—81,470-81,470-100%$868.5K———
Barclays PLC
N/A—80,976-80,976-100%$863.2K———
Clear Street Group Inc.
N/A—80,864-80,864-100%$862.0K———
Jain Global LLC
N/A—77,928-77,928-100%$830.7K———
Quantitative Investment Management, LLC
N/A—77,065-77,065-100%$821.0K———
Numerai GP LLC
N/A—76,444-76,444-100%$814.9K———
Virtu Financial LLC
N/A—74,687-74,687-100%$796.0K———
CoreCommodity Management, LLC
N/A—71,115-71,115-100%$758.1K———
Guggenheim Capital LLC
N/A—71,005-71,005-100%$756.9K———
Centiva Capital, LP
N/A—69,464-69,464-100%$740.5K———
Navellier & Associates Inc
N/A—68,346-68,346-100%$728.6K———
Atom Investors LP
N/A—68,261-68,261-100%$727.7K———
Integrated Wealth Concepts LLC
N/A—66,655-66,655-100%$710.5K———
SEI Investments Co
N/A—66,592-66,592-100%$709.9K———
CIBC World Market Inc.
N/A—62,935-62,935-100%$670.9K———
Bank of Montreal
N/A—61,965-61,965-100%$660.5K———
De Lisle Partners LLP
N/A—60,000-60,000-100%$643.5K———
Allstate Corp
N/A—59,286-59,286-100%$632.0K———
Victory Capital Management Inc
N/A—56,125-56,125-100%$598.3K———
First Trust Advisors LP
N/A—54,839-54,839-100%$584.6K———
Public Employees Retirement Association of Colorado
N/A—53,897-53,897-100%$575.0K———
Walleye Trading LLC
N/A—52,689-52,689-100%$561.7K———
Ameritas Investment Partners, Inc.
N/A—44,916-44,916-100%$478.8K———
Captrust Financial Advisors
N/A—42,710-42,710-100%$455.3K———
Quantinno Capital Management LP
N/A—42,623-42,623-100%$454.4K———
HighTower Advisors, LLC
N/A—41,664-41,664-100%$444.1K———
Palo Duro Investment Partners, LP
N/A—41,066-41,066-100%$437.8K———
Franklin Resources Inc
N/A—40,897-40,897-100%$436.0K———
Arax Advisory Partners
N/A—40,875-40,875-100%$435.7K———
Insigneo Advisory Services, LLC
N/A—40,832-40,832-100%$435.3K———
Westwood Holdings Group Inc
N/A—39,576-39,576-100%$421.9K———
Empowered Funds, LLC
N/A—37,266-37,266-100%$397.3K———
Steward Partners Investment Advisory, LLC
N/A—37,015-37,015-100%$394.6K———
Donaldson Capital Management, LLC
N/A—35,715-35,715-100%$380.7K———
Nomura Holdings Inc
N/A—34,737-34,737-100%$370.3K———
MML Investors Services, LLC
N/A—33,764-33,764-100%$359.9K———
Mmcap International Inc. SPC
N/A—32,335-32,335-100%$344.7K———
Vanguard Personalized Indexing Management, LLC
N/A—30,742-30,742-100%$327.7K———
NewEdge Advisors, LLC
N/A—30,133-30,133-100%$321.2K———
Squarepoint Ops LLC
N/A—28,589-28,589-100%$304.8K———
CIBC Bancorp USA Inc.
N/A—28,545-28,545-100%$304.3K———
Ballentine Partners, LLC
N/A—28,460-28,460-100%$303.4K———
Arete Wealth Advisors, LLC
N/A—28,115-28,115-100%$299.7K———
Sanctuary Advisors, LLC
N/A—27,884-27,884-100%$297.2K———
Jones Financial Companies Lllp
N/A—27,675-27,675-100%$298.9K———
Aberdeen Group plc
N/A—26,734-26,734-100%$285.0K———
Focus Partners Wealth
N/A—25,813-25,813-100%$275.2K———
Callan Family Office, LLC
N/A—25,278-25,278-100%$269.5K———
&partners
N/A—24,006-24,006-100%$255.9K———
Coppell Advisory Solutions LLC
N/A—23,400-23,400-100%$251.3K———
Tower Research Capital LLC (TRC)
N/A—22,677-22,677-100%$241.7K———
Fiduciary Trust Co
N/A—22,515-22,515-100%$240.0K———
Round Rock Advisors LLC
N/A—22,355-22,355-100%$238.3K———
Composition Wealth, LLC
N/A—20,527-20,527-100%$218.8K———
National Bank of Canada
N/A—20,209-20,209-100%$216.6K———
Triglav Investments, D.O.O.
N/A—19,253-19,253-100%$205.2K———
Nykredit A/S
N/A—19,184-19,184-100%$204.5K———
AlphaGrep UK Ltd
N/A—19,034-19,034-100%$202.9K———
Sequoia Financial Advisors, LLC
N/A—18,673-18,673-100%$199.1K———
Neuberger Berman Group LLC
N/A—18,577-18,577-100%$198.0K———
Fort Sheridan Advisors LLC
N/A—18,466-18,466-100%$196.8K———
AE Wealth Management LLC
N/A—17,978-17,978-100%$191.6K———
Wealthfront Advisers LLC
N/A—17,801-17,801-100%$189.8K———
Envestnet Asset Management Inc
N/A—17,681-17,681-100%$188.5K———
Great Valley Advisor Group, Inc.
N/A—17,371-17,371-100%$185.2K———
SCP Investment, LP
N/A—16,800-16,800-100%$179.1K———
Mark Sheptoff Financial Planning, LLC
N/A—16,200-16,200-100%$172.7K———
Graham Capital Management, L.P.
N/A—15,642-15,642-100%$166.7K———
Foundations Investment Advisors, LLC
N/A—15,426-15,426-100%$164.4K———
Stock Yards Bank & Trust Co
N/A—15,200-15,200-100%$162.0K———
Quadrature Capital Ltd
N/A—15,122-15,122-100%$161.2K———
O'shaughnessy Asset Management, LLC
N/A—15,071-15,071-100%$160.7K———
Hopwood Nicholas Hunter
N/A—15,000-15,000-100%$159.9K———
United Capital Financial Advisors, LLC
N/A—13,293-13,293-100%$141.7K———
Advisory Alpha, LLC
N/A—12,679-12,679-100%$135.2K———
Millennium Management LLC
N/A—12,452-12,452-100%$132.7K———
Advisory Services Network, LLC
N/A—12,151-12,151-100%$129.5K———
Savant Capital, LLC
N/A—11,790-11,790-100%$144.3K———
Private Advisor Group, LLC
N/A—11,754-11,754-100%$125.3K———
Jane Street Group, LLC
N/A—11,602-11,602-100%$123.7K———
Blackhawk Capital Partners, LLC
N/A—11,500-11,500-100%$122.6K———
Caption Management, LLC
N/A—11,500-11,500-100%$122.6K———
Fairview Capital Investment Management, LLC
N/A—11,261-11,261-100%$120.0K———
M&T Bank Corp
N/A—11,233-11,233-100%$120.1K———
Scientech Research LLC
N/A—11,196-11,196-100%$119.3K———
GTS Securities LLC
N/A—11,119-11,119-100%$118.5K———
Pallas Capital Advisors LLC
N/A—10,109-10,109-100%$107.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—8,833-8,833-100%$94.2K———
Operose Advisors LLC
N/A—8,000-8,000-100%$85.3K———
Smartleaf Asset Management LLC
N/A—6,681-6,681-100%$72.4K———
CVA Family Office, LLC
N/A—6,029-6,029-100%$64.3K———
N.E.W. Advisory Services LLC
N/A—5,800-5,800-100%$61.8K———
Fiduciary Financial Advisors
N/A—5,347-5,347-100%$57.0K———
Harbour Investments, Inc.
N/A—5,218-5,218-100%$55.6K———
BFC Planning, Inc.
N/A—4,208-4,208-100%$44.9K———
EFG International AG
N/A—4,000-4,000-100%$42.9K———
Kemnay Advisory Services Inc.
N/A—3,552-3,552-100%$37.9K———
PenderFund Capital Management Ltd.
N/A—3,300-3,300-100%$35.2K———
Forum Finance Group S.A.
N/A—2,300-2,300-100%$20———
Banque Transatlantique SA
N/A—2,043-2,043-100%$21.8K———
Global Retirement Partners, LLC
N/A—2,033-2,033-100%$21.7K———
Allworth Financial LP
N/A—1,910-1,910-100%$20.4K———
LOS Angeles Capital Management LLC
N/A—1,873-1,873-100%$20.0K———
Eurizon Capital SGR S.p.A.
N/A—1,830-1,830-100%$19.8K———
Rothschild Investment LLC
N/A—1,565-1,565-100%$16.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,564-1,564-100%$16.7K———
Consultiva Wealth Management, Corp.
N/A—1,500-1,500-100%$16.0K———
Vision Retirement, LLC
N/A—1,472-1,472-100%$15.7K———
Northwestern Mutual Wealth Management Co
N/A—1,409-1,409-100%$15.0K———
Basecamp Wealth Advisors LLC
N/A—1,270-1,270-100%$13.5K———
Regatta Research & Money Management
N/A—1,126-1,126-100%$12.0K———
Dunhill Financial, LLC
N/A—1,000-1,000-100%$10.7K———
Bogart Wealth, LLC
N/A—970-970-100%$10.3K———
Avalon Trust Co
N/A—750-750-100%$8.0K———
Walleye Capital LLC
N/A—578-578-100%$6.2K———
HM Payson & Co
N/A—571-571-100%$6.1K———
Chelsea Counsel Co
N/A—520-520-100%$5.5K———
Danske Bank A/S
N/A—500-500-100%$5.3K———
Meeder Asset Management Inc
N/A—479-479-100%$5.1K———
Private Wealth Asset Management, LLC
N/A—475-475-100%$5.1K———
Basepoint Wealth LLC
N/A—450-450-100%$4.8K———
Highland Investment Advisors LLC
N/A—407-407-100%$4.3K———
Rialto Wealth Management, LLC
N/A—339-339-100%$3.6K———
Clearstead Advisors, LLC
N/A—319-319-100%$3.4K———
Truvestments Capital LLC
N/A—225-225-100%$2.4K———
Strategic Wealth Partners, Ltd.
N/A—212-212-100%$2.3K———
Bartlett & Co. Wealth Management LLC
N/A—189-189-100%$2.0K———
Brown Brothers Harriman & Co
N/A—170-170-100%$1.8K———
Keating Financial Advisory Services, Inc.
N/A—122-122-100%$1.3K———
IFG Advisory, LLC
N/A—75-75-100%$800———
Swan Capital LLC
N/A—60-60-100%$640———
Cornerstone Financial Management LLC
N/A—44-44-100%$469———
Huntington National Bank
N/A—41-41-100%$437———
IAG Wealth Partners, LLC
N/A—33-33-100%$352———
Horizon Investments, LLC
N/A—22-22-100%$235———
BOK Financial Private Wealth, Inc.
N/A—20-20-100%$214———
Allied Private Wealth LLC
N/A—20-20-100%$198———
Transamerica Financial Advisors, LLC
N/A—14-14-100%$149———
HFM Investment Advisors, LLC
N/A—14-14-100%$150———
Silicon Valley Capital Partners
N/A—12-12-100%$128———
Atlas Capital Advisors Inc.
N/A—10-10-100%$106———
Roble, Belko & Company, Inc
N/A—9-9-100%$0———
LRI Investments, LLC
N/A—6-6-100%$64———
Showing 430 of 430 institutions