IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vale SA (VALE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
DECREASED
Shares28,116,115 from 29,112,147
Change-996,032 (-3%)
Value$377.0M (-$60.8M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED
Shares27,069,145 from 30,216,274
Change-3,147,129 (-10%)
Value$363.0M (-$91.5M)
Filed 2026-10-20
Fisher Asset Management, LLC
INCREASED
Shares22,827,254 from 22,697,641
Change+129,613 (+1%)
Value$306.1M (-$35.3M)
Filed 2026-11-06
Baillie Gifford & Co
INCREASED
Shares13,162,194 from 12,625,977
Change+536,217 (+4%)
Value$176.5M (-$13.4M)
Filed 2026-11-09
Truist Financial Corp
INCREASED
Shares10,915,820 from 10,109,608
Change+806,212 (+8%)
Value$146.4M (-$5.7M)
Filed 2026-10-30
Mondrian Investment Partners LTD
DECREASED
Shares8,263,228 from 9,252,093
Change-988,865 (-11%)
Value$110.8M (-$28.3M)
Filed 2026-10-23
Dimensional Fund Advisors LP
INCREASED
Shares6,762,911 from 5,671,238
Change+1,091,673 (+19%)
Value$90.7M (+$5.4M)
Filed 2026-11-04
Todd Asset Management LLC
DECREASED
Shares5,282,888 from 5,350,321
Change-67,433 (-1%)
Value$70.8M (-$9.6M)
Filed 2026-10-27
Nuveen, LLC
INCREASED
Shares4,862,129 from 3,489,558
Change+1,372,571 (+39%)
Value$65.2M (+$12.7M)
Filed 2026-11-10
Bank of Montreal
INCREASED
Shares4,820,106 from 600,282
Change+4,219,824 (+703%)
Value$64.6M (+$55.6M)
Filed 2026-11-09
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares3,470,670 from 3,470,670
Change0 (0%)
Value$46.5K (-$52.2M)
Filed 2026-11-10
RWC Asset Advisors (US) LLC
DECREASED
Shares2,409,837 from 3,116,288
Change-706,451 (-23%)
Value$32.3M (-$14.6M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,174,283 from 2,156,864
Change+17,419 (+1%)
Value$29.2M (-$2.9M)
Filed 2026-11-04
Amundi
DECREASED
Shares2,122,483 from 2,243,230
Change-120,747 (-5%)
Value$28.5M (-$5.3M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares2,063,069 from 2,195,099
Change-132,030 (-6%)
Value$27.7M (-$5.3M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
DECREASED
Shares1,742,431 from 1,852,317
Change-109,886 (-6%)
Value$23.4M (-$4.5M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares1,685,174 from 1,398,604
Change+286,570 (+20%)
Value$22.6M (+$1.6M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares1,447,249 from 2,123,354
Change-676,105 (-32%)
Value$19.4M (-$12.5M)
Filed 2026-11-04
RWC Asset Management LLP
DECREASED
Shares1,066,059 from 1,500,372
Change-434,313 (-29%)
Value$14.3M (-$8.3M)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares1,023,571 from 971,052
Change+52,519 (+5%)
Value$13.7M (-$878.5K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares857,963 from 980,508
Change-122,545 (-12%)
Value$11.5M (-$3.2M)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares797,773 from 6,927,766
Change-6,129,993 (-88%)
Value$10.7M (-$93.5M)
Filed 2026-10-15
Deutsche Bank Ag\
DECREASED
Shares789,600 from 2,863,402
Change-2,073,802 (-72%)
Value$10.6M (-$32.5M)
Filed 2026-11-06
Kapitalo Investimentos Ltda
DECREASED
Shares613,131 from 766,128
Change-152,997 (-20%)
Value$8.2M (-$3.3M)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares558,147 from 632,792
Change-74,645 (-12%)
Value$7.5M (-$2.0M)
Filed 2026-10-22
Trek Financial, LLC
DECREASED
Shares536,877 from 693,251
Change-156,374 (-23%)
Value$7.2M (-$3.2M)
Filed 2026-10-29
Natixis
INCREASED
Shares520,341 from 415,913
Change+104,428 (+25%)
Value$7.0M (+$722.4K)
Filed 2026-11-06
Barings LLC
INCREASED
Shares517,862 from 477,943
Change+39,919 (+8%)
Value$6.9M (-$243.7K)
Filed 2026-10-22
Euro Pacific Asset Management, LLC
INCREASED
Shares503,145 from 499,617
Change+3,528 (+1%)
Value$6.7M (+$6.7M)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares501,839 from 558,827
Change-56,988 (-10%)
Value$6.7K (-$8.4M)
Filed 2026-11-05
Pacific Heights Asset Management LLC
UNCHANGED
Shares500,000 from 500,000
Change0 (0%)
Value$6.7M (-$815.0K)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
DECREASED
Shares495,496 from 631,753
Change-136,257 (-22%)
Value$6.6K (-$9.5M)
Filed 2026-10-27
Simplex Trading, LLC
INCREASED
Shares493,473 from 217,034
Change+276,439 (+127%)
Value$6.6M (+$3.4M)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares469,984 from 478,763
Change-8,779 (-2%)
Value$6.3M (-$898.1K)
Filed 2026-10-28
Lifetime Wealth Management P.C.
DECREASED
Shares434,778 from 509,278
Change-74,500 (-15%)
Value$5.8M (-$1.8M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares430,591 from 434,925
Change-4,334 (-1%)
Value$5.8K (-$6.5M)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares416,348 from 432,727
Change-16,379 (-4%)
Value$5.6M (-$925.0K)
Filed 2026-11-05
HighTower Advisors, LLC
DECREASED
Shares397,164 from 397,562
Change-398 (0%)
Value$5.3M (-$653.4K)
Filed 2026-11-10
Creative Planning
INCREASED
Shares389,983 from 355,934
Change+34,049 (+10%)
Value$5.2M (-$123.6K)
Filed 2026-11-02
Verde Servicos Internacionais S.A.
UNCHANGED
Shares372,700 from 372,700
Change0 (0%)
Value$5.0K (-$5.6M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares352,044 from 448,015
Change-95,971 (-21%)
Value$4.7M (-$2.0M)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares325,439 from 2,662,470
Change-2,337,031 (-88%)
Value$9.8M (-$30.2M)
Filed 2026-11-06
Nykredit A/S
INCREASED
Shares237,841 from 210,268
Change+27,573 (+13%)
Value$3.2M (+$27.0K)
Filed 2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW
Shares221,748
Change+221,748
Value$3.0M
Filed 2026-10-15
Hantz Financial Services, Inc.
INCREASED
Shares218,812 from 213,247
Change+5,565 (+3%)
Value$2.9K (-$3.2M)
Filed 2026-11-09
Abbington Investment Group
INCREASED
Shares217,613 from 216,726
Change+887 (+0%)
Value$2.9M (-$341.4K)
Filed 2026-11-03
Greater Midwest Financial Group, LLC
INCREASED
Shares202,319 from 190,862
Change+11,457 (+6%)
Value$2.7M (-$157.5K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares183,876 from 205,082
Change-21,206 (-10%)
Value$2.5M (-$618.6K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares181,016 from 199,519
Change-18,503 (-9%)
Value$2.4M (-$573.3K)
Filed 2026-11-02
Banco Santander, S.A.
INCREASED
Shares179,920 from 82,825
Change+97,095 (+117%)
Value$2.4M (+$1.2M)
Filed 2026-11-10
Vontobel Holding Ltd.
INCREASED
Shares175,479 from 82,509
Change+92,970 (+113%)
Value$2.4M (+$1.1M)
Filed 2026-10-16
Profund Advisors LLC
DECREASED
Shares174,418 from 186,516
Change-12,098 (-6%)
Value$2.3M (-$466.3K)
Filed 2026-10-29
Arga Investment Management, LP
NEW
Shares170,343
Change+170,343
Value$2.3M
Filed 2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares165,486 from 218,701
Change-53,215 (-24%)
Value$2.2M (-$1.1M)
Filed 2026-10-29
Carrera Capital Advisors
INCREASED
Shares163,680 from 146,141
Change+17,539 (+12%)
Value$2.2M (-$3.0K)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
INCREASED
Shares160,936 from 158,689
Change+2,247 (+1%)
Value$2.2M (-$228.5K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares148,504 from 161,853
Change-13,349 (-8%)
Value$2.0M (-$442.8K)
Filed 2026-10-20
Daiwa Securities Group Inc.
INCREASED
Shares145,194 from 140,194
Change+5,000 (+4%)
Value$1.9M (-$161.5K)
Filed 2026-10-29
Burney Co/
DECREASED
Shares130,594 from 186,564
Change-55,970 (-30%)
Value$1.8M (-$1.1M)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares126,225 from 124,333
Change+1,892 (+2%)
Value$1.7M (-$177.3K)
Filed 2026-10-22
Perpetual Ltd
DECREASED
Shares120,696 from 130,654
Change-9,958 (-8%)
Value$1.6M (-$346.5K)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares115,475 from 130,589
Change-15,114 (-12%)
Value$1.5M (-$415.6K)
Filed 2026-11-06
Moran Wealth Management, LLC
INCREASED
Shares111,269 from 103,842
Change+7,427 (+7%)
Value$1.5M (-$69.7K)
Filed 2026-10-22
Waterfront Wealth Inc.
INCREASED
Shares111,245 from 87,602
Change+23,643 (+27%)
Value$1.4M (+$182.2K)
Filed 2026-11-03
Sprott Inc.
INCREASED
Shares109,350 from 104,519
Change+4,831 (+5%)
Value$1.5M (-$105.6K)
Filed 2026-11-09
Advisory Resource Group
INCREASED
Shares108,713 from 90,600
Change+18,113 (+20%)
Value$1.5M (+$95.2K)
Filed 2026-10-26
Pictet Asset Management Holding SA
DECREASED
Shares107,485 from 161,816
Change-54,331 (-34%)
Value$1.4M (-$992.3K)
Filed 2026-11-03
LVW Advisors, LLC
DECREASED
Shares100,935 from 138,477
Change-37,542 (-27%)
Value$1.4M (-$729.2K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares98,105 from 114,755
Change-16,650 (-15%)
Value$1.3M (-$410.3K)
Filed 2026-11-09
Savant Capital, LLC
DECREASED
Shares89,980 from 145,063
Change-55,083 (-38%)
Value$1.2M (-$1.0M)
Filed 2026-11-06
Mainstay Capital Management LLC
INCREASED
Shares88,722 from 84,417
Change+4,305 (+5%)
Value$1.2M (-$79.9K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares84,673 from 69,934
Change+14,739 (+21%)
Value$1.1M (+$125.1K)
Filed 2026-10-13
Belpointe Asset Management LLC
INCREASED
Shares82,079 from 14,174
Change+67,905 (+479%)
Value$1.1M (+$887.5K)
Filed 2026-11-09
180 Wealth Advisors, LLC
DECREASED
Shares80,042 from 81,282
Change-1,240 (-2%)
Value$1.1M (-$149.1K)
Filed 2026-11-03
Commons Capital, LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$1.1M (-$130.4K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED
Shares77,940 from 78,540
Change-600 (-1%)
Value$1.0M (-$136.1K)
Filed 2026-11-02
ABN Amro Investment Solutions
NEW
Shares77,917
Change+77,917
Value$1.0M
Filed 2026-10-21
J. Safra Sarasin Holding AG
INCREASED
Shares76,000 from 75,365
Change+635 (+1%)
Value$1.1M (-$32.5K)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED
Shares75,999 from 80,716
Change-4,717 (-6%)
Value$1.0M (-$194.8K)
Filed 2026-10-14
Paradigm Asset Management Co LLC
NEW
Shares74,100
Change+74,100
Value$993.7K
Filed 2026-11-05
CenterBook Partners LP
NEW
Shares72,429
Change+72,429
Value$971.3K
Filed 2026-11-02
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares69,314 from 71,556
Change-2,242 (-3%)
Value$929.5K (-$146.7K)
Filed 2026-10-16
Fortis Capital Advisors, LLC
NEW
Shares67,905
Change+67,905
Value$910.6K
Filed 2026-11-09
Quadrant Capital Group LLC
DECREASED
Shares67,308 from 69,082
Change-1,774 (-3%)
Value$899.9K (-$139.1K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
INCREASED
Shares64,428 from 63,764
Change+664 (+1%)
Value$864.0K (-$95.0K)
Filed 2026-11-04
Pzena Investment Management LLC
INCREASED
Shares63,382 from 59,077
Change+4,305 (+7%)
Value$850.0K (-$38.6K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares63,090 from 62,277
Change+813 (+1%)
Value$846.0K (-$90.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares60,875 from 55,995
Change+4,880 (+9%)
Value$816.3K (-$25.8K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares60,788 from 61,743
Change-955 (-2%)
Value$815.2K (-$113.4K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares60,509 from 44,295
Change+16,214 (+37%)
Value$811.4K (+$145.2K)
Filed 2026-10-27
Sava Infond d.o.o.
DECREASED
Shares60,000 from 74,000
Change-14,000 (-19%)
Value$804.6K (-$308.4K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares59,136 from 58,835
Change+301 (+1%)
Value$793.0K (-$91.9K)
Filed 2026-10-28
MQS Management LLC
INCREASED
Shares58,821 from 22,067
Change+36,754 (+167%)
Value$788.8K (+$456.9K)
Filed 2026-11-06
Summit Securities Group LLC
DECREASED
Shares57,800 from 75,400
Change-17,600 (-23%)
Value$775.1K (-$358.9K)
Filed 2026-11-05
Windmill Hill Asset Management Ltd
UNCHANGED
Shares55,905 from 55,905
Change0 (0%)
Value$749.7K (-$91.1K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares52,500 from 59,270
Change-6,770 (-11%)
Value$704.0K (-$187.4K)
Filed 2026-10-26
Verus Capital Partners, LLC
DECREASED
Shares50,575 from 57,225
Change-6,650 (-12%)
Value$678.2K (-$182.5K)
Filed 2026-11-03
Deltec Asset Management LLC
UNCHANGED
Shares50,500 from 50,500
Change0 (0%)
Value$677.2K (-$82.3K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares49,578 from 55,417
Change-5,839 (-11%)
Value$664.8K (-$168.6K)
Filed 2026-10-30
Vise Technologies, Inc.
NEW
Shares46,784
Change+46,784
Value$627.4K
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares45,014 from 47,012
Change-1,998 (-4%)
Value$603.6K (-$103.4K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares44,617 from 49,014
Change-4,397 (-9%)
Value$598.3K (-$138.9K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares44,272 from 14,157
Change+30,115 (+213%)
Value$593.7K (+$380.8K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares43,413 from 51,842
Change-8,429 (-16%)
Value$582.2K (-$197.5K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares39,742 from 38,950
Change+792 (+2%)
Value$532.9K (-$52.9K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares39,531 from 39,456
Change+75 (+0%)
Value$530.1K (-$63.3K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares39,034 from 38,510
Change+524 (+1%)
Value$523.4K (-$55.7K)
Filed 2026-10-29
Ping Capital Management, Inc.
UNCHANGED
Shares38,800 from 38,800
Change0 (0%)
Value$520.3K (-$63.2K)
Filed 2026-10-13
Collaborative Fund Advisors, LLC
INCREASED
Shares37,153 from 32,697
Change+4,456 (+14%)
Value$498.2K (+$6.5K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares36,105 from 35,258
Change+847 (+2%)
Value$484.2K (-$46.1K)
Filed 2026-10-23
LSV Asset Management
DECREASED
Shares35,926 from 46,822
Change-10,896 (-23%)
Value$482 (-$703.5K)
Filed 2026-11-06
Tuttle Capital Management, LLC
NEW
Shares35,735
Change+35,735
Value$491.7K
Filed 2026-10-21
Letko, Brosseau & Associates Inc
UNCHANGED
Shares33,650 from 33,650
Change0 (0%)
Value$451.2K (-$54.8K)
Filed 2026-11-06
IFG Advisory, LLC
INCREASED
Shares33,007 from 32,789
Change+218 (+1%)
Value$442.6K (-$50.5K)
Filed 2026-11-09
Silver OAK Securities, Incorporated
DECREASED
Shares32,650 from 33,650
Change-1,000 (-3%)
Value$378.4K (-$127.7K)
Filed 2026-11-09
Lester Murray Antman dba SimplyRich
NEW
Shares32,477
Change+32,477
Value$435.5K
Filed 2026-11-06
Abel Hall, LLC
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$429.1K (-$52.2K)
Filed 2026-10-19
Advocate Investing Services LLC
INCREASED
Shares31,026 from 31,020
Change+6 (+0%)
Value$416.1K (-$50.5K)
Filed 2026-10-26
Geode Capital Management, LLC
DECREASED
Shares28,797 from 33,958
Change-5,161 (-15%)
Value$386.2K (-$124.6K)
Filed 2026-11-06
Independent Solutions Wealth Management, LLC
DECREASED
Shares28,524 from 29,511
Change-987 (-3%)
Value$382.5K (-$61.3K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares28,374 from 30,345
Change-1,971 (-6%)
Value$380.5K (-$75.9K)
Filed 2026-11-06
Greenleaf Trust
DECREASED
Shares28,261 from 28,397
Change-136 (0%)
Value$379.0K (-$48.1K)
Filed 2026-10-29
Fulcrum Asset Management LLP
DECREASED
Shares27,855 from 28,982
Change-1,127 (-4%)
Value$370.5K (-$65.1K)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares27,639 from 26,099
Change+1,540 (+6%)
Value$370.6K (-$21.9K)
Filed 2026-10-15
Exchange Traded Concepts, LLC
DECREASED
Shares26,965 from 27,355
Change-390 (-1%)
Value$361.6K (-$49.8K)
Filed 2026-10-28
HUB Investment Partners, LLC
DECREASED
Shares26,765 from 42,650
Change-15,885 (-37%)
Value$358.9K (-$282.5K)
Filed 2026-11-03
Sky Investment Group LLC
NEW
Shares26,686
Change+26,686
Value$357.9K
Filed 2026-10-30
Ridgewood Investments LLC
UNCHANGED
Shares26,587 from 26,587
Change0 (0%)
Value$356.5K (-$43.3K)
Filed 2026-10-05
Veracity Capital LLC
DECREASED
Shares26,153 from 26,589
Change-436 (-2%)
Value$350.7K (-$49.2K)
Filed 2026-10-08
Focused Alpha, LLC
INCREASED
Shares26,069 from 24,791
Change+1,278 (+5%)
Value$349.6K (-$23.3K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares25,593 from 23,048
Change+2,545 (+11%)
Value$343.2K (-$3.4K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares24,809 from 24,204
Change+605 (+3%)
Value$332.9K (-$17.1K)
Filed 2026-10-09
Wealth Quarterback LLC
DECREASED
Shares24,650 from 24,979
Change-329 (-1%)
Value$330.6K (-$45.1K)
Filed 2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares24,600 from 24,600
Change0 (0%)
Value$370.0K ($0)
Filed 2026-10-15
Moneco Advisors, LLC
INCREASED
Shares24,525 from 24,507
Change+18 (+0%)
Value$328.9K (-$39.7K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares24,185 from 25,929
Change-1,744 (-7%)
Value$324.3K (-$65.7K)
Filed 2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$321.8K (-$39.1K)
Filed 2026-10-28
Shrier Wealth Management, LLC
DECREASED
Shares21,062 from 22,012
Change-950 (-4%)
Value$282.4K (-$48.6K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares20,903 from 21,121
Change-218 (-1%)
Value$280.3K (-$37.4K)
Filed 2026-11-03
Gould Asset Management LLC
DECREASED
Shares20,036 from 22,500
Change-2,464 (-11%)
Value$268.7K (-$69.7K)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares20,000
Change+20,000
Value$268.2K
Filed 2026-10-28
Moody National Bank Trust Division
INCREASED
Shares19,659 from 18,601
Change+1,058 (+6%)
Value$263.6K (-$16.1K)
Filed 2026-10-06
Cravens & Co Advisors, LLC
INCREASED
Shares19,546 from 19,323
Change+223 (+1%)
Value$262.1K (-$28.5K)
Filed 2026-10-16
West Family Investments, Inc.
DECREASED
Shares19,327 from 31,805
Change-12,478 (-39%)
Value$259.2K (-$219.2K)
Filed 2026-11-09
Independent Financial Group, LLC
DECREASED
Shares19,322 from 20,669
Change-1,347 (-7%)
Value$259.1K (-$51.8K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares19,181 from 23,867
Change-4,686 (-20%)
Value$257.2K (-$101.7K)
Filed 2026-10-27
Monument Capital Management
DECREASED
Shares18,765 from 19,222
Change-457 (-2%)
Value$251.6K (-$37.5K)
Filed 2026-10-09
AdvisorNet Financial, Inc
DECREASED
Shares18,196 from 20,293
Change-2,097 (-10%)
Value$240.4K (-$64.8K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares17,737 from 15,895
Change+1,842 (+12%)
Value$238 (-$238.8K)
Filed 2026-10-26
Nine Masts Capital Ltd
DECREASED
Shares17,672 from 25,331
Change-7,659 (-30%)
Value$237.0K (-$144.0K)
Filed 2026-11-09
Allworth Financial LP
NEW
Shares17,177
Change+17,177
Value$258.3K
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares17,109 from 18,173
Change-1,064 (-6%)
Value$229.4K (-$43.9K)
Filed 2026-11-06
May Hill Capital, LLC
DECREASED
Shares17,038 from 19,081
Change-2,043 (-11%)
Value$228.5K (-$58.5K)
Filed 2026-11-03
Traveka Wealth, LLC
DECREASED
Shares16,535 from 16,793
Change-258 (-2%)
Value$221.7K (-$30.8K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares16,513 from 16,104
Change+409 (+3%)
Value$221.4K (-$20.8K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares16,328 from 13,976
Change+2,352 (+17%)
Value$219.0K (+$8.7K)
Filed 2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED
Shares16,057 from 17,933
Change-1,876 (-10%)
Value$215.3K (-$54.4K)
Filed 2026-10-26
ProShare Advisors LLC
INCREASED
Shares15,980 from 14,927
Change+1,053 (+7%)
Value$214.3K (-$10.2K)
Filed 2026-10-29
Old National Bancorp
DECREASED
Shares15,110 from 15,201
Change-91 (-1%)
Value$202.6K (-$26.0K)
Filed 2026-10-20
Freestone Capital Holdings, LLC
INCREASED
Shares15,014 from 14,864
Change+150 (+1%)
Value$201.3K (-$22.2K)
Filed 2026-11-09
Cornerstone Wealth Management, LLC
INCREASED
Shares14,917 from 14,820
Change+97 (+1%)
Value$200.0K (-$22.9K)
Filed 2026-11-04
Busey Bank
UNCHANGED
Shares14,657 from 14,657
Change0 (0%)
Value$196.6K (-$23.9K)
Filed 2026-10-26
HighPoint Advisor Group LLC
DECREASED
Shares14,552 from 17,760
Change-3,208 (-18%)
Value$195.1K (-$72.0K)
Filed 2026-11-09
Confluence Investment Management LLC
INCREASED
Shares14,448 from 14,117
Change+331 (+2%)
Value$193.7K (-$18.6K)
Filed 2026-10-01
Legacy Edge Advisors, LLC
INCREASED
Shares14,000 from 13,500
Change+500 (+4%)
Value$187.7K (-$15.3K)
Filed 2026-11-06
Quartz Partners, LLC
INCREASED
Shares13,830 from 13,211
Change+619 (+5%)
Value$185.5K (-$13.2K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares13,785 from 11,833
Change+1,952 (+17%)
Value$184.9K (+$6.9K)
Filed 2026-11-03
Intergy Private Wealth, LLC
DECREASED
Shares13,395 from 15,126
Change-1,731 (-11%)
Value$179.6K (-$47.9K)
Filed 2026-10-16
Accel Wealth Management
DECREASED
Shares13,299 from 13,938
Change-639 (-5%)
Value$178.3K (-$31.3K)
Filed 2026-10-13
Virtus Advisers, LLC
UNCHANGED
Shares13,289 from 13,289
Change0 (0%)
Value$178.2K (-$21.7K)
Filed 2026-11-09
Donaldson Capital Management, LLC
UNCHANGED
Shares13,092 from 13,092
Change0 (0%)
Value$175.6K (-$21.3K)
Filed 2026-11-09
Novem Group
INCREASED
Shares13,004 from 12,633
Change+371 (+3%)
Value$174.4K (-$15.6K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares12,846 from 12,800
Change+46 (+0%)
Value$172.3K (-$20.2K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
NEW
Shares12,680
Change+12,680
Value$170.0K
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares12,357 from 12,386
Change-29 (0%)
Value$165.7K (-$20.6K)
Filed 2026-10-23
Bessemer Group Inc
DECREASED
Shares12,257 from 2,572,089
Change-2,559,832 (-100%)
Value$164 (-$38.7M)
Filed 2026-11-09
Genus Capital Management Inc.
UNCHANGED
Shares12,182 from 12,182
Change0 (0%)
Value$163.4K (-$19.9K)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares11,993 from 12,256
Change-263 (-2%)
Value$160.8K (-$23.5K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares11,727 from 12,255
Change-528 (-4%)
Value$157.3K (-$27.1K)
Filed 2026-10-23
Foster Group, Inc.
INCREASED
Shares11,697 from 10,939
Change+758 (+7%)
Value$156.9K (-$7.7K)
Filed 2026-10-13
Radnor Capital Management, LLC
DECREASED
Shares11,409 from 21,484
Change-10,075 (-47%)
Value$153.0K (-$170.1K)
Filed 2026-10-23
Leavell Investment Management, Inc.
INCREASED
Shares11,355 from 10,990
Change+365 (+3%)
Value$152.3K (-$13.0K)
Filed 2026-11-09
Heritage Wealth Management, Inc.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$147.5K (-$17.9K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares10,840
Change+10,840
Value$145
Filed 2026-11-03
RMR Wealth Builders
UNCHANGED
Shares10,803 from 10,803
Change0 (0%)
Value$144.9K (-$17.6K)
Filed 2026-10-22
BNB Wealth Management, LLC
DECREASED
Shares10,635 from 12,711
Change-2,076 (-16%)
Value$142.6K (-$48.6K)
Filed 2026-10-28
Xponance LLC
DECREASED
Shares10,446 from 10,511
Change-65 (-1%)
Value$140.1K (-$18.0K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares10,415 from 10,972
Change-557 (-5%)
Value$139.7K (-$25.4K)
Filed 2026-11-05
Trust Co of Oklahoma
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$134.1K (-$16.3K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares9,700 from 9,700
Change0 (0%)
Value$130.1K (-$15.8K)
Filed 2026-10-23
Bank of New Hampshire
UNCHANGED
Shares9,643 from 9,643
Change0 (0%)
Value$129.3K (-$15.7K)
Filed 2026-10-06
TD Waterhouse Canada Inc.
DECREASED
Shares9,529 from 9,680
Change-151 (-2%)
Value$128.2K (-$16.2K)
Filed 2026-10-16
Strs Ohio
DECREASED
Shares7,933 from 8,184
Change-251 (-3%)
Value$106.4K (-$16.7K)
Filed 2026-10-30
Atlas Capital Advisors Inc.
UNCHANGED
Shares7,762 from 7,762
Change0 (0%)
Value$939.4K (+$822.6K)
Filed 2026-11-09
Inspire Investing, LLC
NEW
Shares7,141
Change+7,141
Value$95.8K
Filed 2026-10-22
Kelleher Financial Advisors
INCREASED
Shares6,647 from 6,131
Change+516 (+8%)
Value$89.1K (-$3.1K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares6,213 from 5,784
Change+429 (+7%)
Value$83.3K (-$3.7K)
Filed 2026-10-08
State of Wyoming
DECREASED
Shares5,220 from 21,570
Change-16,350 (-76%)
Value$70.0K (-$254.4K)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares5,200 from 5,500
Change-300 (-5%)
Value$69.7K (-$13.0K)
Filed 2026-10-07
Ramsey Quantitative Systems
INCREASED
Shares5,000 from 3,700
Change+1,300 (+35%)
Value$67.1K (+$11.4K)
Filed 2026-10-22
Geneos Wealth Management Inc.
INCREASED
Shares4,208 from 4,008
Change+200 (+5%)
Value$56.4K (-$3.8K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares3,798 from 4,616
Change-818 (-18%)
Value$50.9K (-$18.5K)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares3,779 from 4,897
Change-1,118 (-23%)
Value$50.7K (-$23.0K)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares3,269 from 3,269
Change0 (0%)
Value$43.8K (-$5.3K)
Filed 2026-10-14
Mountain Hill Investment Partners Corp.
NEW
Shares3,000
Change+3,000
Value$40.2K
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares3,000 from 9,751
Change-6,751 (-69%)
Value$40.2K (-$106.4K)
Filed 2026-10-07
UMB Bank, n.a.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$40.2K (-$4.9K)
Filed 2026-11-06
Fairscale Capital, LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$33.0K (-$10.6K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,483 from 2,483
Change0 (0%)
Value$33.3K (-$4.0K)
Filed 2026-10-05
Flagship Wealth Advisors, LLC
INCREASED
Shares2,468 from 2,458
Change+10 (+0%)
Value$33.1K (-$3.9K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
DECREASED
Shares2,203 from 2,269
Change-66 (-3%)
Value$29.5K (-$4.6K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$24.6K (-$3.0K)
Filed 2026-11-03
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares1,695 from 1,463
Change+232 (+16%)
Value$22.7K (+$726)
Filed 2026-10-21
Nisa Investment Advisors, LLC
DECREASED
Shares1,692 from 1,698
Change-6 (0%)
Value$22.7K (-$2.8K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares1,676
Change+1,676
Value$22.5K
Filed 2026-11-04
Pacifica Partners Inc.
DECREASED
Shares1,600 from 1,900
Change-300 (-16%)
Value$21.5K (-$6.9K)
Filed 2026-10-09
Highline Wealth Partners LLC
DECREASED
Shares1,530 from 1,671
Change-141 (-8%)
Value$20.5K (-$4.6K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares1,290 from 430
Change+860 (+200%)
Value$17.3K (+$10.8K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,283 from 27,684
Change-26,401 (-95%)
Value$17.2K (-$399.2K)
Filed 2026-10-29
Lodestone Wealth Management LLC
NEW
Shares1,225
Change+1,225
Value$16.4K
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$16.4K (-$2.0K)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares1,200 from 1,228
Change-28 (-2%)
Value$16.1K (-$2.4K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$15.8K (-$1.9K)
Filed 2026-10-16
Proathlete Wealth Management LLC
NEW
Shares1,063
Change+1,063
Value$14.3K
Filed 2026-10-15
Bayforest Capital Ltd
DECREASED
Shares1,045 from 3,168
Change-2,123 (-67%)
Value$14.0K (-$33.6K)
Filed 2026-11-03
Rydar Equities, Inc.
NEW
Shares1,023
Change+1,023
Value$13.9K
Filed 2026-10-13
Independence Bank of Kentucky
NEW
Shares1,000
Change+1,000
Value$13.4K
Filed 2026-10-26
Markowski Investments
INCREASED
Shares935 from 916
Change+19 (+2%)
Value$12.5K (-$1.2K)
Filed 2026-10-30
Rakuten Securities, Inc.
DECREASED
Shares852 from 882
Change-30 (-3%)
Value$11.4K (-$1.8K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares783 from 490
Change+293 (+60%)
Value$10.5K (+$3.1K)
Filed 2026-10-14
Citizens National Bank Trust Department
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$9.7K (-$1.2K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares695 from 541
Change+154 (+28%)
Value$9.3K (+$1.2K)
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares644 from 543
Change+101 (+19%)
Value$8.6K (+$470)
Filed 2026-10-23
Community Bank, N.A.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$8.0K (-$978)
Filed 2026-11-06
Bullock Wealth Management Group
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$7.8K (-$846)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED
Shares550 from 297
Change+253 (+85%)
Value$7.4K (+$2.9K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares543 from 572
Change-29 (-5%)
Value$7.3K (-$1.3K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.7K (-$815)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$6.0K (-$731)
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$5.7K (-$687)
Filed 2026-10-29
Clearstead Trust, LLC
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$5.6K (-$676)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares401
Change+401
Value$5.4K
Filed 2026-11-05
Essential Investment Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$5.4K (-$652)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
DECREASED
Shares385 from 1,620
Change-1,235 (-76%)
Value$5.2K (-$19.2K)
Filed 2026-11-02
Rothwell Investment Advisors, LLC
NEW
Shares382
Change+382
Value$5.1K
Filed 2026-11-06
Hilltop National Bank
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$5.0K (-$603)
Filed 2026-10-14
Hurley Capital, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$4.8K (-$583)
Filed 2026-11-05
Dogwood Wealth Management LLC
DECREASED
Shares282 from 438
Change-156 (-36%)
Value$3.8K (-$2.8K)
Filed 2026-11-09
Grove Bank & Trust
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$3.4K (-$407)
Filed 2026-10-08
Gleason Group, Inc.
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$2.9K (-$354)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares207
Change+207
Value$2.8K
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.7K (-$326)
Filed 2026-10-20
Bank & Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.7K (-$326)
Filed 2026-10-07
Mcdonald Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.7K (-$326)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$2.5K (-$306)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares150
Change+150
Value$2.0K
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares143 from 40
Change+103 (+258%)
Value$1.9K (+$1.3K)
Filed 2026-10-20
Harbour Investments, Inc.
DECREASED
Shares125 from 4,584
Change-4,459 (-97%)
Value$1.7K (-$67.3K)
Filed 2026-11-09
Polaris Financial Partners
NEW
Shares121
Change+121
Value$2
Filed 2026-10-02
Nvest Wealth Strategies, Inc.
INCREASED
Shares120 from 59
Change+61 (+103%)
Value$1.6K (+$722)
Filed 2026-10-14
Toth Financial Advisory Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.3K (-$163)
Filed 2026-10-08
Private Wealth Management Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.3K (-$163)
Filed 2026-10-19
Asset Planning,Inc
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$1.3K (-$160)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares82
Change+82
Value$1.1K
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$858 (-$105)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares52
Change+52
Value$697
Filed 2026-10-30
NBT Bank, N.A.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$671 (-$81)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares39
Change+39
Value$527
Filed 2026-10-27
Accordant Advisory Group Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$483 (-$59)
Filed 2026-10-29
Abound Wealth Management
DECREASED
Shares20 from 30
Change-10 (-33%)
Value$269 (-$183)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares15
Change+15
Value$201
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$161 (-$19)
Filed 2026-10-30
Godsey & Gibb, Inc
NEW
Shares8
Change+8
Value$108
Filed 2026-10-14
Artemis Investment Management LLP
CLOSED
Shares0 from 5,711,576
Change-5,711,576 (-100%)
Value$0 (-$85.9M)
Filed 2026-10-08
BSN Capital Partners Ltd
CLOSED
Shares0 from 4,555,833
Change-4,555,833 (-100%)
Value$0 (-$69.7M)
Filed 2026-10-23
Matthews International Capital Management LLC
CLOSED
Shares0 from 133,528
Change-133,528 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-04
Chesapeake Capital Corp
CLOSED
Shares0 from 93,742
Change-93,742 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-09
Prospera Financial Services Inc
CLOSED
Shares0 from 89,613
Change-89,613 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 73,695
Change-73,695 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Diversified Trust Co
CLOSED
Shares0 from 39,115
Change-39,115 (-100%)
Value$0 (-$588.3K)
Filed 2026-11-06
Squarepoint Ops LLC
CLOSED
Shares0 from 25,227
Change-25,227 (-100%)
Value$0 (-$379.4K)
Filed 2026-11-09
Evergreen Capital Management LLC
CLOSED
Shares0 from 25,049
Change-25,049 (-100%)
Value$0 (-$376.7K)
Filed 2026-10-23
Gateway Investment Advisers LLC
CLOSED
Shares0 from 22,337
Change-22,337 (-100%)
Value$0 (-$335.9K)
Filed 2026-10-13
Leonteq Securities AG
CLOSED
Shares0 from 19,561
Change-19,561 (-100%)
Value$0 (-$294.2K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 16,799
Change-16,799 (-100%)
Value$0 (-$252.7K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 15,829
Change-15,829 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-26
Keybank National Association
CLOSED
Shares0 from 13,331
Change-13,331 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-04
SLT Holdings LLC
CLOSED
Shares0 from 13,250
Change-13,250 (-100%)
Value$0 (-$199.3K)
Filed 2026-10-15
HB Wealth Management, LLC
CLOSED
Shares0 from 11,907
Change-11,907 (-100%)
Value$0 (-$179.1K)
Filed 2026-10-23
Yousif Capital Management, LLC
CLOSED
Shares0 from 10,011
Change-10,011 (-100%)
Value$0 (-$150.6K)
Filed 2026-10-22
Founders Capital Management
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$57.2K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,980
Change-2,980 (-100%)
Value$0 (-$44.8K)
Filed 2026-11-06
N.E.W. Advisory Services LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$30.1K)
Filed 2026-11-09
Islay Capital Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-15
FNY Investment Advisers, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3)
Filed 2026-10-16
NBH Bank
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-05
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-03
Creative Capital Management Investments LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-28
North Star Investment Management Corp.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-27
Versant Capital Management, Inc
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$872)
Filed 2026-10-02
Align Financial, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$481)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$30)
Filed 2026-10-26
Cullen T Bankers, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-28
Capital World Investors
N/A
Shares— from 131,508,037
Change-131,508,037 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 63,828,464
Change-63,828,464 (-100%)
Value—
FMR LLC
N/A
Shares— from 55,345,652
Change-55,345,652 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 31,949,655
Change-31,949,655 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 27,894,968
Change-27,894,968 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 24,484,941
Change-24,484,941 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 23,878,954
Change-23,878,954 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,879,889
Change-17,879,889 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 15,368,311
Change-15,368,311 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 14,267,945
Change-14,267,945 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 13,390,283
Change-13,390,283 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,122,547
Change-13,122,547 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,809,232
Change-12,809,232 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,038,774
Change-11,038,774 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,973,270
Change-9,973,270 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 9,629,330
Change-9,629,330 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 9,528,921
Change-9,528,921 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 8,771,864
Change-8,771,864 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,544,987
Change-7,544,987 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 7,236,306
Change-7,236,306 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 6,793,093
Change-6,793,093 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,812,666
Change-5,812,666 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,248,034
Change-5,248,034 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,891,920
Change-4,891,920 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,818,997
Change-4,818,997 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 4,565,904
Change-4,565,904 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,452,159
Change-4,452,159 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,223,467
Change-4,223,467 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,051,623
Change-4,051,623 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,821,030
Change-3,821,030 (-100%)
Value—
Capital International Investors
N/A
Shares— from 3,615,314
Change-3,615,314 (-100%)
Value—
Man Group plc
N/A
Shares— from 3,089,267
Change-3,089,267 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 2,929,850
Change-2,929,850 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 2,645,173
Change-2,645,173 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,638,267
Change-2,638,267 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 2,626,446
Change-2,626,446 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 2,545,258
Change-2,545,258 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,464,209
Change-2,464,209 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,439,608
Change-2,439,608 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,339,949
Change-2,339,949 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,995,930
Change-1,995,930 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,773,537
Change-1,773,537 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,719,238
Change-1,719,238 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,619,298
Change-1,619,298 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,566,403
Change-1,566,403 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,552,751
Change-1,552,751 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,501,100
Change-1,501,100 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,492,848
Change-1,492,848 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,424,393
Change-1,424,393 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 1,343,861
Change-1,343,861 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,002,342
Change-1,002,342 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 970,329
Change-970,329 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 964,261
Change-964,261 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 952,345
Change-952,345 (-100%)
Value—
Kiltearn Partners LLP
N/A
Shares— from 909,672
Change-909,672 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 905,082
Change-905,082 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 852,163
Change-852,163 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 801,473
Change-801,473 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 734,789
Change-734,789 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 678,229
Change-678,229 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 671,082
Change-671,082 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 618,259
Change-618,259 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 600,839
Change-600,839 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 546,143
Change-546,143 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 539,883
Change-539,883 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 521,485
Change-521,485 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 520,233
Change-520,233 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 499,401
Change-499,401 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 488,940
Change-488,940 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 446,015
Change-446,015 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 432,691
Change-432,691 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 423,725
Change-423,725 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 398,493
Change-398,493 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 384,541
Change-384,541 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 383,400
Change-383,400 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 377,893
Change-377,893 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 358,438
Change-358,438 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 347,465
Change-347,465 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 344,689
Change-344,689 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 326,354
Change-326,354 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 322,628
Change-322,628 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 320,735
Change-320,735 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 290,492
Change-290,492 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 282,843
Change-282,843 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 274,172
Change-274,172 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 272,274
Change-272,274 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 270,296
Change-270,296 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 253,556
Change-253,556 (-100%)
Value—
Aviva PLC
N/A
Shares— from 246,418
Change-246,418 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 240,939
Change-240,939 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 237,849
Change-237,849 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 231,527
Change-231,527 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 231,485
Change-231,485 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 203,573
Change-203,573 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 196,192
Change-196,192 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 192,327
Change-192,327 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 182,373
Change-182,373 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 179,109
Change-179,109 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 176,803
Change-176,803 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 171,456
Change-171,456 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 161,618
Change-161,618 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 154,335
Change-154,335 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 151,187
Change-151,187 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 148,250
Change-148,250 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 133,196
Change-133,196 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 124,028
Change-124,028 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 122,010
Change-122,010 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 119,620
Change-119,620 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 117,126
Change-117,126 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 115,656
Change-115,656 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 114,200
Change-114,200 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 109,280
Change-109,280 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 109,006
Change-109,006 (-100%)
Value—
ION Fund Management Ltd
N/A
Shares— from 107,100
Change-107,100 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 106,359
Change-106,359 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 103,124
Change-103,124 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 102,730
Change-102,730 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 99,734
Change-99,734 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 94,834
Change-94,834 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 93,217
Change-93,217 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 91,306
Change-91,306 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 86,503
Change-86,503 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 84,550
Change-84,550 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 83,982
Change-83,982 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 83,226
Change-83,226 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 83,074
Change-83,074 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 79,908
Change-79,908 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 78,298
Change-78,298 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 78,102
Change-78,102 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 77,888
Change-77,888 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 73,333
Change-73,333 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 72,300
Change-72,300 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 71,267
Change-71,267 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 70,032
Change-70,032 (-100%)
Value—
TLS Advisors LLC
N/A
Shares— from 67,528
Change-67,528 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 66,831
Change-66,831 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 65,616
Change-65,616 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 65,409
Change-65,409 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 64,731
Change-64,731 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 64,639
Change-64,639 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 63,649
Change-63,649 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 62,663
Change-62,663 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 62,025
Change-62,025 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 60,611
Change-60,611 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 60,412
Change-60,412 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 60,363
Change-60,363 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 56,370
Change-56,370 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,116
Change-53,116 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 52,335
Change-52,335 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 52,300
Change-52,300 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 52,220
Change-52,220 (-100%)
Value—
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.
N/A
Shares— from 51,789
Change-51,789 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 48,947
Change-48,947 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 47,003
Change-47,003 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 44,532
Change-44,532 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 43,925
Change-43,925 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 43,024
Change-43,024 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 42,636
Change-42,636 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 42,236
Change-42,236 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 41,852
Change-41,852 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 41,455
Change-41,455 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,651
Change-40,651 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 39,488
Change-39,488 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 39,484
Change-39,484 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 38,221
Change-38,221 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 35,891
Change-35,891 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 35,516
Change-35,516 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,228
Change-34,228 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 34,083
Change-34,083 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,112
Change-33,112 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 32,228
Change-32,228 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 32,026
Change-32,026 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 31,585
Change-31,585 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 31,377
Change-31,377 (-100%)
Value—
Allianz SE
N/A
Shares— from 30,604
Change-30,604 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 28,282
Change-28,282 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 28,075
Change-28,075 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 27,757
Change-27,757 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 27,355
Change-27,355 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 27,343
Change-27,343 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 27,292
Change-27,292 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 27,226
Change-27,226 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 26,273
Change-26,273 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,174
Change-25,174 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 24,582
Change-24,582 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 24,445
Change-24,445 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,957
Change-23,957 (-100%)
Value—
&partners
N/A
Shares— from 23,739
Change-23,739 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23,133
Change-23,133 (-100%)
Value—
FIL Ltd
N/A
Shares— from 22,667
Change-22,667 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 21,332
Change-21,332 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 20,875
Change-20,875 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 20,167
Change-20,167 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 19,831
Change-19,831 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 19,728
Change-19,728 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,877
Change-18,877 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,832
Change-18,832 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 18,311
Change-18,311 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 18,025
Change-18,025 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 16,901
Change-16,901 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 15,350
Change-15,350 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,940
Change-14,940 (-100%)
Value—
Bamco Inc
N/A
Shares— from 14,474
Change-14,474 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,255
Change-14,255 (-100%)
Value—
CoreCommodity Management, LLC
N/A
Shares— from 13,747
Change-13,747 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,757
Change-12,757 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 12,612
Change-12,612 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 12,381
Change-12,381 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,114
Change-12,114 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 11,952
Change-11,952 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,770
Change-11,770 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,593
Change-11,593 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,239
Change-10,239 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 300
Change-300 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 98
Change-98 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 69
Change-69 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 13
Change-13 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Principal Financial Group Inc
DECREASED28,116,11529,112,147-996,032-3%$437.8M$377.0M-$60.8M2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED27,069,14530,216,274-3,147,129-10%$454.5M$363.0M-$91.5M2026-10-20
Fisher Asset Management, LLC
INCREASED22,827,25422,697,641+129,613+1%$341.4M$306.1M-$35.3M2026-11-06
Baillie Gifford & Co
INCREASED13,162,19412,625,977+536,217+4%$189.9M$176.5M-$13.4M2026-11-09
Truist Financial Corp
INCREASED10,915,82010,109,608+806,212+8%$152.0M$146.4M-$5.7M2026-10-30
Mondrian Investment Partners LTD
DECREASED8,263,2289,252,093-988,865-11%$139.2M$110.8M-$28.3M2026-10-23
Dimensional Fund Advisors LP
INCREASED6,762,9115,671,238+1,091,673+19%$85.3M$90.7M+$5.4M2026-11-04
Todd Asset Management LLC
DECREASED5,282,8885,350,321-67,433-1%$80.5M$70.8M-$9.6M2026-10-27
Nuveen, LLC
INCREASED4,862,1293,489,558+1,372,571+39%$52.5M$65.2M+$12.7M2026-11-10
Bank of Montreal
INCREASED4,820,106600,282+4,219,824+703%$9.0M$64.6M+$55.6M2026-11-09
Teachers Retirement System of the State of Kentucky
UNCHANGED3,470,6703,470,67000%$52.2M$46.5K-$52.2M2026-11-10
RWC Asset Advisors (US) LLC
DECREASED2,409,8373,116,288-706,451-23%$46.9M$32.3M-$14.6M2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED2,174,2832,156,864+17,419+1%$32.1M$29.2M-$2.9M2026-11-04
Amundi
DECREASED2,122,4832,243,230-120,747-5%$33.7M$28.5M-$5.3M2026-11-06
Russell Investments Group, Ltd.
DECREASED2,063,0692,195,099-132,030-6%$33.0M$27.7M-$5.3M2026-11-06
State of New Jersey Common Pension Fund D
DECREASED1,742,4311,852,317-109,886-6%$27.9M$23.4M-$4.5M2026-11-05
MacKenzie Financial Corp
INCREASED1,685,1741,398,604+286,570+20%$21.0M$22.6M+$1.6M2026-11-02
Citigroup Inc
DECREASED1,447,2492,123,354-676,105-32%$31.9M$19.4M-$12.5M2026-11-04
RWC Asset Management LLP
DECREASED1,066,0591,500,372-434,313-29%$22.6M$14.3M-$8.3M2026-10-22
Barclays PLC
INCREASED1,023,571971,052+52,519+5%$14.6M$13.7M-$878.5K2026-11-06
LPL Financial LLC
DECREASED857,963980,508-122,545-12%$14.7M$11.5M-$3.2M2026-11-06
Assenagon Asset Management S.A.
DECREASED797,7736,927,766-6,129,993-88%$104.2M$10.7M-$93.5M2026-10-15
Deutsche Bank Ag\
DECREASED789,6002,863,402-2,073,802-72%$43.1M$10.6M-$32.5M2026-11-06
Kapitalo Investimentos Ltda
DECREASED613,131766,128-152,997-20%$11.5M$8.2M-$3.3M2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED558,147632,792-74,645-12%$9.5M$7.5M-$2.0M2026-10-22
Trek Financial, LLC
DECREASED536,877693,251-156,374-23%$10.4M$7.2M-$3.2M2026-10-29
Natixis
INCREASED520,341415,913+104,428+25%$6.3M$7.0M+$722.4K2026-11-06
Barings LLC
INCREASED517,862477,943+39,919+8%$7.2M$6.9M-$243.7K2026-10-22
Euro Pacific Asset Management, LLC
INCREASED503,145499,617+3,528+1%$5.9K$6.7M+$6.7M2026-11-03
Thrivent Financial for Lutherans
DECREASED501,839558,827-56,988-10%$8.4M$6.7K-$8.4M2026-11-05
Pacific Heights Asset Management LLC
UNCHANGED500,000500,00000%$7.5M$6.7M-$815.0K2026-11-03
DekaBank Deutsche Girozentrale
DECREASED495,496631,753-136,257-22%$9.5M$6.6K-$9.5M2026-10-27
Simplex Trading, LLC
INCREASED493,473217,034+276,439+127%$3.3M$6.6M+$3.4M2026-11-04
MGO One Seven LLC
DECREASED469,984478,763-8,779-2%$7.2M$6.3M-$898.1K2026-10-28
Lifetime Wealth Management P.C.
DECREASED434,778509,278-74,500-15%$7.7M$5.8M-$1.8M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED430,591434,925-4,334-1%$6.5M$5.8K-$6.5M2026-11-02
Ritholtz Wealth Management
DECREASED416,348432,727-16,379-4%$6.5M$5.6M-$925.0K2026-11-05
HighTower Advisors, LLC
DECREASED397,164397,562-3980%$6.0M$5.3M-$653.4K2026-11-10
Creative Planning
INCREASED389,983355,934+34,049+10%$5.4M$5.2M-$123.6K2026-11-02
Verde Servicos Internacionais S.A.
UNCHANGED372,700372,70000%$5.6M$5.0K-$5.6M2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED352,044448,015-95,971-21%$6.7M$4.7M-$2.0M2026-11-03
Aberdeen Group plc
DECREASED325,4392,662,470-2,337,031-88%$40.0M$9.8M-$30.2M2026-11-06
Nykredit A/S
INCREASED237,841210,268+27,573+13%$3.2M$3.2M+$27.0K2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW221,748—+221,748——$3.0M—2026-10-15
Hantz Financial Services, Inc.
INCREASED218,812213,247+5,565+3%$3.2M$2.9K-$3.2M2026-11-09
Abbington Investment Group
INCREASED217,613216,726+887+0%$3.3M$2.9M-$341.4K2026-11-03
Greater Midwest Financial Group, LLC
INCREASED202,319190,862+11,457+6%$2.9M$2.7M-$157.5K2026-10-13
D.A. Davidson & Co.
DECREASED183,876205,082-21,206-10%$3.1M$2.5M-$618.6K2026-10-28
Commonwealth Equity Services, LLC
DECREASED181,016199,519-18,503-9%$3.0M$2.4M-$573.3K2026-11-02
Banco Santander, S.A.
INCREASED179,92082,825+97,095+117%$1.2M$2.4M+$1.2M2026-11-10
Vontobel Holding Ltd.
INCREASED175,47982,509+92,970+113%$1.2M$2.4M+$1.1M2026-10-16
Profund Advisors LLC
DECREASED174,418186,516-12,098-6%$2.8M$2.3M-$466.3K2026-10-29
Arga Investment Management, LP
NEW170,343—+170,343——$2.3M—2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED165,486218,701-53,215-24%$3.3M$2.2M-$1.1M2026-10-29
Carrera Capital Advisors
INCREASED163,680146,141+17,539+12%$2.2M$2.2M-$3.0K2026-11-03
Crossmark Global Holdings, Inc.
INCREASED160,936158,689+2,247+1%$2.4M$2.2M-$228.5K2026-10-21
Kathmere Capital Management, LLC
DECREASED148,504161,853-13,349-8%$2.4M$2.0M-$442.8K2026-10-20
Daiwa Securities Group Inc.
INCREASED145,194140,194+5,000+4%$2.1M$1.9M-$161.5K2026-10-29
Burney Co/
DECREASED130,594186,564-55,970-30%$2.8M$1.8M-$1.1M2026-10-15
Perigon Wealth Management, LLC
INCREASED126,225124,333+1,892+2%$1.9M$1.7M-$177.3K2026-10-22
Perpetual Ltd
DECREASED120,696130,654-9,958-8%$2.0M$1.6M-$346.5K2026-10-13
Level Four Advisory Services, LLC
DECREASED115,475130,589-15,114-12%$2.0M$1.5M-$415.6K2026-11-06
Moran Wealth Management, LLC
INCREASED111,269103,842+7,427+7%$1.6M$1.5M-$69.7K2026-10-22
Waterfront Wealth Inc.
INCREASED111,24587,602+23,643+27%$1.3M$1.4M+$182.2K2026-11-03
Sprott Inc.
INCREASED109,350104,519+4,831+5%$1.6M$1.5M-$105.6K2026-11-09
Advisory Resource Group
INCREASED108,71390,600+18,113+20%$1.4M$1.5M+$95.2K2026-10-26
Pictet Asset Management Holding SA
DECREASED107,485161,816-54,331-34%$2.4M$1.4M-$992.3K2026-11-03
LVW Advisors, LLC
DECREASED100,935138,477-37,542-27%$2.1M$1.4M-$729.2K2026-10-19
Compound Planning, Inc.
DECREASED98,105114,755-16,650-15%$1.7M$1.3M-$410.3K2026-11-09
Savant Capital, LLC
DECREASED89,980145,063-55,083-38%$2.2M$1.2M-$1.0M2026-11-06
Mainstay Capital Management LLC
INCREASED88,72284,417+4,305+5%$1.3M$1.2M-$79.9K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED84,67369,934+14,739+21%$1.0M$1.1M+$125.1K2026-10-13
Belpointe Asset Management LLC
INCREASED82,07914,174+67,905+479%$213.2K$1.1M+$887.5K2026-11-09
180 Wealth Advisors, LLC
DECREASED80,04281,282-1,240-2%$1.2M$1.1M-$149.1K2026-11-03
Commons Capital, LLC
UNCHANGED80,00080,00000%$1.2M$1.1M-$130.4K2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED77,94078,540-600-1%$1.2M$1.0M-$136.1K2026-11-02
ABN Amro Investment Solutions
NEW77,917—+77,917——$1.0M—2026-10-21
J. Safra Sarasin Holding AG
INCREASED76,00075,365+635+1%$1.2M$1.1M-$32.5K2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED75,99980,716-4,717-6%$1.2M$1.0M-$194.8K2026-10-14
Paradigm Asset Management Co LLC
NEW74,100—+74,100——$993.7K—2026-11-05
CenterBook Partners LP
NEW72,429—+72,429——$971.3K—2026-11-02
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED69,31471,556-2,242-3%$1.1M$929.5K-$146.7K2026-10-16
Fortis Capital Advisors, LLC
NEW67,905—+67,905——$910.6K—2026-11-09
Quadrant Capital Group LLC
DECREASED67,30869,082-1,774-3%$1.0M$899.9K-$139.1K2026-10-20
D'Orazio & Associates, Inc.
INCREASED64,42863,764+664+1%$959.0K$864.0K-$95.0K2026-11-04
Pzena Investment Management LLC
INCREASED63,38259,077+4,305+7%$888.5K$850.0K-$38.6K2026-10-30
Bank of New York Mellon Corp
INCREASED63,09062,277+813+1%$936.6K$846.0K-$90.6K2026-11-05
Kestra Advisory Services, LLC
INCREASED60,87555,995+4,880+9%$842.2K$816.3K-$25.8K2026-11-02
Assetmark, Inc
DECREASED60,78861,743-955-2%$928.6K$815.2K-$113.4K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED60,50944,295+16,214+37%$666.2K$811.4K+$145.2K2026-10-27
Sava Infond d.o.o.
DECREASED60,00074,000-14,000-19%$1.1M$804.6K-$308.4K2026-10-28
Aprio Wealth Management, LLC
INCREASED59,13658,835+301+1%$884.9K$793.0K-$91.9K2026-10-28
MQS Management LLC
INCREASED58,82122,067+36,754+167%$331.9K$788.8K+$456.9K2026-11-06
Summit Securities Group LLC
DECREASED57,80075,400-17,600-23%$1.1M$775.1K-$358.9K2026-11-05
Windmill Hill Asset Management Ltd
UNCHANGED55,90555,90500%$840.8K$749.7K-$91.1K2026-10-28
Oppenheimer & Co Inc
DECREASED52,50059,270-6,770-11%$891.4K$704.0K-$187.4K2026-10-26
Verus Capital Partners, LLC
DECREASED50,57557,225-6,650-12%$860.7K$678.2K-$182.5K2026-11-03
Deltec Asset Management LLC
UNCHANGED50,50050,50000%$759.5K$677.2K-$82.3K2026-10-26
Ascent Group, LLC
DECREASED49,57855,417-5,839-11%$833.5K$664.8K-$168.6K2026-10-30
Vise Technologies, Inc.
NEW46,784—+46,784——$627.4K—2026-10-29
US Bancorp \de\
DECREASED45,01447,012-1,998-4%$707.1K$603.6K-$103.4K2026-11-05
Aaron Wealth Advisors LLC
DECREASED44,61749,014-4,397-9%$737.2K$598.3K-$138.9K2026-10-13
Blue Trust, Inc.
INCREASED44,27214,157+30,115+213%$212.9K$593.7K+$380.8K2026-10-15
Farther Finance Advisors, LLC
DECREASED43,41351,842-8,429-16%$779.7K$582.2K-$197.5K2026-10-08
Fifth Third Bancorp
INCREASED39,74238,950+792+2%$585.8K$532.9K-$52.9K2026-11-05
Financial Perspectives, Inc
INCREASED39,53139,456+75+0%$593.4K$530.1K-$63.3K2026-11-03
Integrity Alliance, Llc.
INCREASED39,03438,510+524+1%$579.2K$523.4K-$55.7K2026-10-29
Ping Capital Management, Inc.
UNCHANGED38,80038,80000%$583.6K$520.3K-$63.2K2026-10-13
Collaborative Fund Advisors, LLC
INCREASED37,15332,697+4,456+14%$491.8K$498.2K+$6.5K2026-11-02
Signaturefd, LLC
INCREASED36,10535,258+847+2%$530.3K$484.2K-$46.1K2026-10-23
LSV Asset Management
DECREASED35,92646,822-10,896-23%$704.0K$482-$703.5K2026-11-06
Tuttle Capital Management, LLC
NEW35,735—+35,735——$491.7K—2026-10-21
Letko, Brosseau & Associates Inc
UNCHANGED33,65033,65000%$506.1K$451.2K-$54.8K2026-11-06
IFG Advisory, LLC
INCREASED33,00732,789+218+1%$493.1K$442.6K-$50.5K2026-11-09
Silver OAK Securities, Incorporated
DECREASED32,65033,650-1,000-3%$506.1K$378.4K-$127.7K2026-11-09
Lester Murray Antman dba SimplyRich
NEW32,477—+32,477——$435.5K—2026-11-06
Abel Hall, LLC
UNCHANGED32,00032,00000%$481.3K$429.1K-$52.2K2026-10-19
Advocate Investing Services LLC
INCREASED31,02631,020+6+0%$466.5K$416.1K-$50.5K2026-10-26
Geode Capital Management, LLC
DECREASED28,79733,958-5,161-15%$510.7K$386.2K-$124.6K2026-11-06
Independent Solutions Wealth Management, LLC
DECREASED28,52429,511-987-3%$443.8K$382.5K-$61.3K2026-10-28
PNC Financial Services Group, Inc.
DECREASED28,37430,345-1,971-6%$456.4K$380.5K-$75.9K2026-11-06
Greenleaf Trust
DECREASED28,26128,397-1360%$427.1K$379.0K-$48.1K2026-10-29
Fulcrum Asset Management LLP
DECREASED27,85528,982-1,127-4%$435.6K$370.5K-$65.1K2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED27,63926,099+1,540+6%$392.5K$370.6K-$21.9K2026-10-15
Exchange Traded Concepts, LLC
DECREASED26,96527,355-390-1%$411.4K$361.6K-$49.8K2026-10-28
HUB Investment Partners, LLC
DECREASED26,76542,650-15,885-37%$641.5K$358.9K-$282.5K2026-11-03
Sky Investment Group LLC
NEW26,686—+26,686——$357.9K—2026-10-30
Ridgewood Investments LLC
UNCHANGED26,58726,58700%$399.9K$356.5K-$43.3K2026-10-05
Veracity Capital LLC
DECREASED26,15326,589-436-2%$399.9K$350.7K-$49.2K2026-10-08
Focused Alpha, LLC
INCREASED26,06924,791+1,278+5%$372.9K$349.6K-$23.3K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED25,59323,048+2,545+11%$346.6K$343.2K-$3.4K2026-10-22
Wedmont Private Capital
INCREASED24,80924,204+605+3%$350.0K$332.9K-$17.1K2026-10-09
Wealth Quarterback LLC
DECREASED24,65024,979-329-1%$375.7K$330.6K-$45.1K2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED24,60024,60000%$370.0K$370.0K$02026-10-15
Moneco Advisors, LLC
INCREASED24,52524,507+18+0%$368.6K$328.9K-$39.7K2026-11-05
Merit Financial Group, LLC
DECREASED24,18525,929-1,744-7%$390.0K$324.3K-$65.7K2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED24,00024,00000%$361.0K$321.8K-$39.1K2026-10-28
Shrier Wealth Management, LLC
DECREASED21,06222,012-950-4%$331.1K$282.4K-$48.6K2026-10-20
Parallel Advisors, LLC
DECREASED20,90321,121-218-1%$317.7K$280.3K-$37.4K2026-11-03
Gould Asset Management LLC
DECREASED20,03622,500-2,464-11%$338.4K$268.7K-$69.7K2026-11-06
Partners Wealth Management, LLC
NEW20,000—+20,000——$268.2K—2026-10-28
Moody National Bank Trust Division
INCREASED19,65918,601+1,058+6%$279.8K$263.6K-$16.1K2026-10-06
Cravens & Co Advisors, LLC
INCREASED19,54619,323+223+1%$290.6K$262.1K-$28.5K2026-10-16
West Family Investments, Inc.
DECREASED19,32731,805-12,478-39%$478.3K$259.2K-$219.2K2026-11-09
Independent Financial Group, LLC
DECREASED19,32220,669-1,347-7%$310.9K$259.1K-$51.8K2026-10-13
VestGen Advisors, LLC
DECREASED19,18123,867-4,686-20%$359.0K$257.2K-$101.7K2026-10-27
Monument Capital Management
DECREASED18,76519,222-457-2%$289.1K$251.6K-$37.5K2026-10-09
AdvisorNet Financial, Inc
DECREASED18,19620,293-2,097-10%$305.2K$240.4K-$64.8K2026-10-15
Park Avenue Securities LLC
INCREASED17,73715,895+1,842+12%$239.0K$238-$238.8K2026-10-26
Nine Masts Capital Ltd
DECREASED17,67225,331-7,659-30%$381.0K$237.0K-$144.0K2026-11-09
Allworth Financial LP
NEW17,177—+17,177——$258.3K—2026-11-06
Kestra Private Wealth Services, LLC
DECREASED17,10918,173-1,064-6%$273.3K$229.4K-$43.9K2026-11-06
May Hill Capital, LLC
DECREASED17,03819,081-2,043-11%$287.0K$228.5K-$58.5K2026-11-03
Traveka Wealth, LLC
DECREASED16,53516,793-258-2%$252.6K$221.7K-$30.8K2026-10-19
Choreo, LLC
INCREASED16,51316,104+409+3%$242.2K$221.4K-$20.8K2026-10-28
Nations Financial Group Inc,
INCREASED16,32813,976+2,352+17%$210.2K$219.0K+$8.7K2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED16,05717,933-1,876-10%$269.7K$215.3K-$54.4K2026-10-26
ProShare Advisors LLC
INCREASED15,98014,927+1,053+7%$224.5K$214.3K-$10.2K2026-10-29
Old National Bancorp
DECREASED15,11015,201-91-1%$228.6K$202.6K-$26.0K2026-10-20
Freestone Capital Holdings, LLC
INCREASED15,01414,864+150+1%$223.6K$201.3K-$22.2K2026-11-09
Cornerstone Wealth Management, LLC
INCREASED14,91714,820+97+1%$222.9K$200.0K-$22.9K2026-11-04
Busey Bank
UNCHANGED14,65714,65700%$220.4K$196.6K-$23.9K2026-10-26
HighPoint Advisor Group LLC
DECREASED14,55217,760-3,208-18%$267.1K$195.1K-$72.0K2026-11-09
Confluence Investment Management LLC
INCREASED14,44814,117+331+2%$212.3K$193.7K-$18.6K2026-10-01
Legacy Edge Advisors, LLC
INCREASED14,00013,500+500+4%$203.0K$187.7K-$15.3K2026-11-06
Quartz Partners, LLC
INCREASED13,83013,211+619+5%$198.7K$185.5K-$13.2K2026-11-03
RFG Advisory, LLC
INCREASED13,78511,833+1,952+17%$178.0K$184.9K+$6.9K2026-11-03
Intergy Private Wealth, LLC
DECREASED13,39515,126-1,731-11%$227.5K$179.6K-$47.9K2026-10-16
Accel Wealth Management
DECREASED13,29913,938-639-5%$209.6K$178.3K-$31.3K2026-10-13
Virtus Advisers, LLC
UNCHANGED13,28913,28900%$199.9K$178.2K-$21.7K2026-11-09
Donaldson Capital Management, LLC
UNCHANGED13,09213,09200%$196.9K$175.6K-$21.3K2026-11-09
Novem Group
INCREASED13,00412,633+371+3%$190.0K$174.4K-$15.6K2026-10-19
Riversedge Advisors, LLC
INCREASED12,84612,800+46+0%$192.5K$172.3K-$20.2K2026-10-09
Concurrent Investment Advisors, LLC
NEW12,680—+12,680——$170.0K—2026-10-16
Sowell Financial Services LLC
DECREASED12,35712,386-290%$186.3K$165.7K-$20.6K2026-10-23
Bessemer Group Inc
DECREASED12,2572,572,089-2,559,832-100%$38.7M$164-$38.7M2026-11-09
Genus Capital Management Inc.
UNCHANGED12,18212,18200%$183.2K$163.4K-$19.9K2026-11-04
Fort Washington Investment Advisors Inc
DECREASED11,99312,256-263-2%$184.3K$160.8K-$23.5K2026-10-15
Apollon Wealth Management, LLC
DECREASED11,72712,255-528-4%$184.3K$157.3K-$27.1K2026-10-23
Foster Group, Inc.
INCREASED11,69710,939+758+7%$164.5K$156.9K-$7.7K2026-10-13
Radnor Capital Management, LLC
DECREASED11,40921,484-10,075-47%$323.1K$153.0K-$170.1K2026-10-23
Leavell Investment Management, Inc.
INCREASED11,35510,990+365+3%$165.3K$152.3K-$13.0K2026-11-09
Heritage Wealth Management, Inc.
UNCHANGED11,00011,00000%$165.4K$147.5K-$17.9K2026-10-28
M Holdings Securities, Inc.
NEW10,840—+10,840——$145—2026-11-03
RMR Wealth Builders
UNCHANGED10,80310,80300%$162.5K$144.9K-$17.6K2026-10-22
BNB Wealth Management, LLC
DECREASED10,63512,711-2,076-16%$191.2K$142.6K-$48.6K2026-10-28
Xponance LLC
DECREASED10,44610,511-65-1%$158.1K$140.1K-$18.0K2026-11-03
Larson Financial Group LLC
DECREASED10,41510,972-557-5%$165.0K$139.7K-$25.4K2026-11-05
Trust Co of Oklahoma
UNCHANGED10,00010,00000%$150.4K$134.1K-$16.3K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED9,7009,70000%$145.9K$130.1K-$15.8K2026-10-23
Bank of New Hampshire
UNCHANGED9,6439,64300%$145.0K$129.3K-$15.7K2026-10-06
TD Waterhouse Canada Inc.
DECREASED9,5299,680-151-2%$144.3K$128.2K-$16.2K2026-10-16
Strs Ohio
DECREASED7,9338,184-251-3%$123.1K$106.4K-$16.7K2026-10-30
Atlas Capital Advisors Inc.
UNCHANGED7,7627,76200%$116.7K$939.4K+$822.6K2026-11-09
Inspire Investing, LLC
NEW7,141—+7,141——$95.8K—2026-10-22
Kelleher Financial Advisors
INCREASED6,6476,131+516+8%$92.2K$89.1K-$3.1K2026-10-30
Gamma Investing LLC
INCREASED6,2135,784+429+7%$87.0K$83.3K-$3.7K2026-10-08
State of Wyoming
DECREASED5,22021,570-16,350-76%$324.4K$70.0K-$254.4K2026-10-28
Investors Research Corp
DECREASED5,2005,500-300-5%$82.7K$69.7K-$13.0K2026-10-07
Ramsey Quantitative Systems
INCREASED5,0003,700+1,300+35%$55.6K$67.1K+$11.4K2026-10-22
Geneos Wealth Management Inc.
INCREASED4,2084,008+200+5%$60.3K$56.4K-$3.8K2026-11-09
EverSource Wealth Advisors, LLC
DECREASED3,7984,616-818-18%$69.4K$50.9K-$18.5K2026-11-04
Clearstead Advisors, LLC
DECREASED3,7794,897-1,118-23%$73.7K$50.7K-$23.0K2026-11-06
Triumph Capital Management
UNCHANGED3,2693,26900%$49.2K$43.8K-$5.3K2026-10-14
Mountain Hill Investment Partners Corp.
NEW3,000—+3,000——$40.2K—2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED3,0009,751-6,751-69%$146.7K$40.2K-$106.4K2026-10-07
UMB Bank, n.a.
UNCHANGED3,0003,00000%$45.1K$40.2K-$4.9K2026-11-06
Fairscale Capital, LLC
UNCHANGED2,9002,90000%$43.6K$33.0K-$10.6K2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED2,4832,48300%$37.3K$33.3K-$4.0K2026-10-05
Flagship Wealth Advisors, LLC
INCREASED2,4682,458+10+0%$37.0K$33.1K-$3.9K2026-11-03
Silver Grove Financial Group, Inc.
DECREASED2,2032,269-66-3%$34.1K$29.5K-$4.6K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED1,8361,83600%$27.6K$24.6K-$3.0K2026-11-03
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED1,6951,463+232+16%$22.0K$22.7K+$7262026-10-21
Nisa Investment Advisors, LLC
DECREASED1,6921,698-60%$25.5K$22.7K-$2.8K2026-10-20
Nova Financial LLC
NEW1,676—+1,676——$22.5K—2026-11-04
Pacifica Partners Inc.
DECREASED1,6001,900-300-16%$28.5K$21.5K-$6.9K2026-10-09
Highline Wealth Partners LLC
DECREASED1,5301,671-141-8%$25.1K$20.5K-$4.6K2026-10-19
Rossby Financial, LCC
INCREASED1,290430+860+200%$6.5K$17.3K+$10.8K2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED1,28327,684-26,401-95%$416.4K$17.2K-$399.2K2026-10-29
Lodestone Wealth Management LLC
NEW1,225—+1,225——$16.4K—2026-10-14
Creative Financial Designs Inc
UNCHANGED1,2251,22500%$18.4K$16.4K-$2.0K2026-11-04
Central Trust Co
DECREASED1,2001,228-28-2%$18.5K$16.1K-$2.4K2026-11-05
IFP Advisors, Inc
UNCHANGED1,1801,18000%$17.7K$15.8K-$1.9K2026-10-16
Proathlete Wealth Management LLC
NEW1,063—+1,063——$14.3K—2026-10-15
Bayforest Capital Ltd
DECREASED1,0453,168-2,123-67%$47.6K$14.0K-$33.6K2026-11-03
Rydar Equities, Inc.
NEW1,023—+1,023——$13.9K—2026-10-13
Independence Bank of Kentucky
NEW1,000—+1,000——$13.4K—2026-10-26
Markowski Investments
INCREASED935916+19+2%$13.8K$12.5K-$1.2K2026-10-30
Rakuten Securities, Inc.
DECREASED852882-30-3%$13.3K$11.4K-$1.8K2026-11-02
Mather Group, Llc.
INCREASED783490+293+60%$7.4K$10.5K+$3.1K2026-10-14
Citizens National Bank Trust Department
UNCHANGED72772700%$10.9K$9.7K-$1.2K2026-11-04
True Wealth Design, LLC
INCREASED695541+154+28%$8.1K$9.3K+$1.2K2026-10-13
Financial Consulate, Inc
INCREASED644543+101+19%$8.2K$8.6K+$4702026-10-23
Community Bank, N.A.
UNCHANGED60060000%$9.0K$8.0K-$9782026-11-06
Bullock Wealth Management Group
UNCHANGED58358300%$8.7K$7.8K-$8462026-10-09
Cassaday & Co Wealth Management LLC
INCREASED550297+253+85%$4.5K$7.4K+$2.9K2026-10-27
Physician Wealth Advisors, Inc.
DECREASED543572-29-5%$8.6K$7.3K-$1.3K2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED50050000%$7.5K$6.7K-$8152026-11-02
Acumen Wealth Advisors, LLC
UNCHANGED44944900%$6.8K$6.0K-$7312026-11-05
Bell Investment Advisors, Inc
UNCHANGED42242200%$6.3K$5.7K-$6872026-10-29
Clearstead Trust, LLC
UNCHANGED41541500%$6.2K$5.6K-$6762026-11-06
Jacobi Capital Management LLC
NEW401—+401——$5.4K—2026-11-05
Essential Investment Partners LLC
UNCHANGED40040000%$6.0K$5.4K-$6522026-10-27
Birchwood Financial Partners, Inc.
DECREASED3851,620-1,235-76%$24.4K$5.2K-$19.2K2026-11-02
Rothwell Investment Advisors, LLC
NEW382—+382——$5.1K—2026-11-06
Hilltop National Bank
UNCHANGED37037000%$5.6K$5.0K-$6032026-10-14
Hurley Capital, LLC
UNCHANGED35835800%$5.4K$4.8K-$5832026-11-05
Dogwood Wealth Management LLC
DECREASED282438-156-36%$6.6K$3.8K-$2.8K2026-11-09
Grove Bank & Trust
UNCHANGED25025000%$3.8K$3.4K-$4072026-10-08
Gleason Group, Inc.
UNCHANGED21721700%$3.3K$2.9K-$3542026-10-15
Ascentis Wealth Management, LLC
NEW207—+207——$2.8K—2026-11-03
Arlington Trust Co LLC
UNCHANGED20020000%$3.0K$2.7K-$3262026-10-20
Bank & Trust Co
UNCHANGED20020000%$3.0K$2.7K-$3262026-10-07
Mcdonald Partners LLC
UNCHANGED20020000%$3.0K$2.7K-$3262026-11-03
Parkside Financial Bank & Trust
UNCHANGED18818800%$2.8K$2.5K-$3062026-10-27
Elyxium Wealth, LLC
NEW150—+150——$2.0K—2026-10-27
Private Trust Co NA
INCREASED14340+103+258%$597$1.9K+$1.3K2026-10-20
Harbour Investments, Inc.
DECREASED1254,584-4,459-97%$68.9K$1.7K-$67.3K2026-11-09
Polaris Financial Partners
NEW121—+121——$2—2026-10-02
Nvest Wealth Strategies, Inc.
INCREASED12059+61+103%$888$1.6K+$7222026-10-14
Toth Financial Advisory Corp
UNCHANGED10010000%$1.5K$1.3K-$1632026-10-08
Private Wealth Management Group, LLC
UNCHANGED10010000%$1.5K$1.3K-$1632026-10-19
Asset Planning,Inc
UNCHANGED989800%$1.5K$1.3K-$1602026-10-26
Root Financial Partners, LLC
NEW82—+82——$1.1K—2026-10-21
Trust Co of Vermont
UNCHANGED646400%$963$858-$1052026-10-21
Provenance Wealth Advisors, LLC
NEW52—+52——$697—2026-10-30
NBT Bank, N.A.
UNCHANGED505000%$752$671-$812026-10-21
Birch Financial Group, LLC
NEW39—+39——$527—2026-10-27
Accordant Advisory Group Inc
UNCHANGED363600%$542$483-$592026-10-29
Abound Wealth Management
DECREASED2030-10-33%$452$269-$1832026-10-26
Center for Financial Planning, Inc.
NEW15—+15——$201—2026-10-26
MTM Investment Management, LLC
UNCHANGED121200%$180$161-$192026-10-30
Godsey & Gibb, Inc
NEW8—+8——$108—2026-10-14
Artemis Investment Management LLP
CLOSED05,711,576-5,711,576-100%$85.9M$0-$85.9M2026-10-08
BSN Capital Partners Ltd
CLOSED04,555,833-4,555,833-100%$69.7M$0-$69.7M2026-10-23
Matthews International Capital Management LLC
CLOSED0133,528-133,528-100%$2.0M$0-$2.0M2026-11-04
Chesapeake Capital Corp
CLOSED093,742-93,742-100%$1.4M$0-$1.4M2026-11-09
Prospera Financial Services Inc
CLOSED089,613-89,613-100%$1.3M$0-$1.3M2026-11-04
Imc-Chicago, LLC
CLOSED073,695-73,695-100%$1.1M$0-$1.1M2026-11-05
Diversified Trust Co
CLOSED039,115-39,115-100%$588.3K$0-$588.3K2026-11-06
Squarepoint Ops LLC
CLOSED025,227-25,227-100%$379.4K$0-$379.4K2026-11-09
Evergreen Capital Management LLC
CLOSED025,049-25,049-100%$376.7K$0-$376.7K2026-10-23
Gateway Investment Advisers LLC
CLOSED022,337-22,337-100%$335.9K$0-$335.9K2026-10-13
Leonteq Securities AG
CLOSED019,561-19,561-100%$294.2K$0-$294.2K2026-10-29
Stirlingshire Investments, Inc.
CLOSED016,799-16,799-100%$252.7K$0-$252.7K2026-11-05
SmartHarvest Portfolios, LLC
CLOSED015,829-15,829-100%$238.1K$0-$238.1K2026-10-26
Keybank National Association
CLOSED013,331-13,331-100%$200.5K$0-$200.5K2026-11-04
SLT Holdings LLC
CLOSED013,250-13,250-100%$199.3K$0-$199.3K2026-10-15
HB Wealth Management, LLC
CLOSED011,907-11,907-100%$179.1K$0-$179.1K2026-10-23
Yousif Capital Management, LLC
CLOSED010,011-10,011-100%$150.6K$0-$150.6K2026-10-22
Founders Capital Management
CLOSED03,800-3,800-100%$57.2K$0-$57.2K2026-10-13
Institute for Wealth Management, Llc.
CLOSED02,980-2,980-100%$44.8K$0-$44.8K2026-11-06
N.E.W. Advisory Services LLC
CLOSED02,000-2,000-100%$30.1K$0-$30.1K2026-11-09
Islay Capital Management, LLC
CLOSED01,000-1,000-100%$15.0K$0-$15.0K2026-10-20
Cornerstone Planning Group LLC
CLOSED0563-563-100%$8.4K$0-$8.4K2026-10-16
Stone House Investment Management, LLC
CLOSED0526-526-100%$7.9K$0-$7.9K2026-10-23
LifeSteps Financial, Inc.
CLOSED0297-297-100%$4.5K$0-$4.5K2026-10-15
FNY Investment Advisers, LLC
CLOSED0200-200-100%$3$0-$32026-10-16
NBH Bank
CLOSED0178-178-100%$2.7K$0-$2.7K2026-11-05
New England Capital Financial Advisors LLC
CLOSED0175-175-100%$2.6K$0-$2.6K2026-11-03
Creative Capital Management Investments LLC
CLOSED0125-125-100%$1.9K$0-$1.9K2026-10-28
North Star Investment Management Corp.
CLOSED080-80-100%$1.2K$0-$1.2K2026-10-27
Versant Capital Management, Inc
CLOSED058-58-100%$872$0-$8722026-10-02
Align Financial, LLC
CLOSED032-32-100%$481$0-$4812026-10-16
Vermillion Wealth Management, Inc.
CLOSED02-2-100%$30$0-$302026-10-26
Cullen T Bankers, Inc.
CLOSED000—$0$0$02026-10-28
Capital World Investors
N/A—131,508,037-131,508,037-100%$2.0B———
BlackRock, Inc.
N/A—63,828,464-63,828,464-100%$960.0M———
FMR LLC
N/A—55,345,652-55,345,652-100%$832.4M———
Arrowstreet Capital, Limited Partnership
N/A—31,949,655-31,949,655-100%$480.5M———
Morgan Stanley
N/A—27,894,968-27,894,968-100%$419.5M———
Capital Research Global Investors
N/A—24,484,941-24,484,941-100%$368.3M———
Lazard Asset Management LLC
N/A—23,878,954-23,878,954-100%$359.1M———
Bank of America Corp
N/A—17,879,889-17,879,889-100%$268.9M———
Itau Unibanco Holding S.A.
N/A—15,368,311-15,368,311-100%$230.5M———
Orbis Allan Gray Ltd
N/A—14,267,945-14,267,945-100%$214.6M———
Invesco Ltd.
N/A—13,390,283-13,390,283-100%$201.4M———
Two Sigma Investments, LP
N/A—13,122,547-13,122,547-100%$197.4M———
JPMorgan Chase & Co
N/A—12,809,232-12,809,232-100%$192.5M———
Goldman Sachs Group Inc
N/A—11,038,774-11,038,774-100%$166.0M———
State Street Corp
N/A—9,973,270-9,973,270-100%$150.0M———
Schonfeld Strategic Advisors LLC
N/A—9,629,330-9,629,330-100%$144.8M———
American Century Companies Inc
N/A—9,528,921-9,528,921-100%$143.3M———
Millennium Management LLC
N/A—8,771,864-8,771,864-100%$131.9M———
AQR Capital Management LLC
N/A—7,544,987-7,544,987-100%$113.5M———
Driehaus Capital Management LLC
N/A—7,236,306-7,236,306-100%$108.8M———
Massachusetts Financial Services Co
N/A—6,793,093-6,793,093-100%$102.6M———
UBS Group AG
N/A—5,812,666-5,812,666-100%$87.4M———
Envestnet Asset Management Inc
N/A—5,248,034-5,248,034-100%$78.9M———
Allianz Asset Management GmbH
N/A—4,891,920-4,891,920-100%$73.6M———
Susquehanna International Group, LLP
N/A—4,818,997-4,818,997-100%$72.5M———
Van Eck Associates Corp
N/A—4,565,904-4,565,904-100%$68.7M———
Renaissance Technologies LLC
N/A—4,452,159-4,452,159-100%$67.0M———
Northern Trust Corp
N/A—4,223,467-4,223,467-100%$63.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,051,623-4,051,623-100%$60.9M———
D. E. Shaw & Co., Inc.
N/A—3,821,030-3,821,030-100%$57.5M———
Capital International Investors
N/A—3,615,314-3,615,314-100%$54.4M———
Man Group plc
N/A—3,089,267-3,089,267-100%$46.5M———
Davis Selected Advisers
N/A—2,929,850-2,929,850-100%$44.1M———
Voloridge Investment Management, LLC
N/A—2,645,173-2,645,173-100%$39.8M———
O'shaughnessy Asset Management, LLC
N/A—2,638,267-2,638,267-100%$39.7M———
Bridgewater Associates, LP
N/A—2,626,446-2,626,446-100%$39.5M———
Turim 21 Investimentos Ltda.
N/A—2,545,258-2,545,258-100%$38.3M———
Jane Street Group, LLC
N/A—2,464,209-2,464,209-100%$37.1M———
HSBC Holdings PLC
N/A—2,439,608-2,439,608-100%$36.7M———
Nomura Asset Management International Inc.
N/A—2,339,949-2,339,949-100%$35.2M———
Wells Fargo & Company
N/A—1,995,930-1,995,930-100%$30.0M———
Neuberger Berman Group LLC
N/A—1,773,537-1,773,537-100%$26.7M———
Jupiter Topco LLC
N/A—1,719,238-1,719,238-100%$25.9M———
Omers Administration Corp
N/A—1,619,298-1,619,298-100%$24.4M———
Franklin Resources Inc
N/A—1,566,403-1,566,403-100%$23.6M———
Price T Rowe Associates Inc
N/A—1,552,751-1,552,751-100%$23.4M———
Foundations Investment Advisors, LLC
N/A—1,501,100-1,501,100-100%$22.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,492,848-1,492,848-100%$22.5M———
Jennison Associates LLC
N/A—1,424,393-1,424,393-100%$21.4M———
Deeter Investments LLP
N/A—1,343,861-1,343,861-100%$20.2M———
Raymond James Financial Inc
N/A—1,002,342-1,002,342-100%$15.1M———
Osaic Holdings, Inc.
N/A—970,329-970,329-100%$14.6M———
Marshall Wace, LLP
N/A—964,261-964,261-100%$14.5M———
CIBC World Market Inc.
N/A—952,345-952,345-100%$14.3M———
Kiltearn Partners LLP
N/A—909,672-909,672-100%$13.7M———
Covalis Capital LLP
N/A—905,082-905,082-100%$13.6M———
Himension Capital (Singapore) Pte. Ltd.
N/A—852,163-852,163-100%$12.8M———
SG Americas Securities, LLC
N/A—801,473-801,473-100%$12.1M———
Wellington Management Group LLP
N/A—734,789-734,789-100%$11.1M———
Greenline Partners, LLC
N/A—678,229-678,229-100%$10.2M———
BTG Pactual Asset Management US LLC
N/A—671,082-671,082-100%$10.1M———
Larch Capital Partners LLC
N/A—618,259-618,259-100%$9.3M———
SEI Investments Co
N/A—600,839-600,839-100%$9.0M———
Natixis Advisors, LLC
N/A—546,143-546,143-100%$8.2M———
Royal Bank of Canada
N/A—539,883-539,883-100%$8.1M———
BNP Paribas Financial Markets
N/A—521,485-521,485-100%$7.8M———
Point72 Asset Management, L.P.
N/A—520,233-520,233-100%$7.8M———
Fora Capital, LLC
N/A—499,401-499,401-100%$7.5M———
Public Employees Retirement System of Ohio
N/A—488,940-488,940-100%$7.4M———
Moneda S.A. Administradora General de Fondos
N/A—446,015-446,015-100%$6.7M———
Jones Financial Companies Lllp
N/A—432,691-432,691-100%$6.5M———
Tidal Investments LLC
N/A—423,725-423,725-100%$6.4M———
SPX Gestao de Recursos Ltda
N/A—398,493-398,493-100%$6.0M———
Walleye Trading LLC
N/A—384,541-384,541-100%$5.8M———
NS Partners Ltd
N/A—383,400-383,400-100%$5.8M———
Baird Financial Group, Inc.
N/A—377,893-377,893-100%$5.7M———
Quantinno Capital Management LP
N/A—358,438-358,438-100%$5.4M———
Ameriprise Financial Inc
N/A—347,465-347,465-100%$5.2M———
Pinebridge Investments LLC
N/A—344,689-344,689-100%$5.2M———
Optiver Holding B.V.
N/A—326,354-326,354-100%$4.9M———
Group One Trading LLC
N/A—322,628-322,628-100%$4.9M———
Oxbow Advisors, LLC
N/A—320,735-320,735-100%$4.8M———
Metis Global Partners, LLC
N/A—290,492-290,492-100%$4.4M———
First Trust Advisors LP
N/A—282,843-282,843-100%$4.3M———
Mariner, LLC
N/A—274,172-274,172-100%$4.1M———
Caprock Group, LLC
N/A—272,274-272,274-100%$4.1M———
Northwest & Ethical Investments L.P.
N/A—270,296-270,296-100%$4.1M———
Waverly Advisors, LLC
N/A—253,556-253,556-100%$3.8M———
Aviva PLC
N/A—246,418-246,418-100%$3.7M———
ExodusPoint Capital Management, LP
N/A—240,939-240,939-100%$3.6M———
Manning & Napier Advisors LLC
N/A—237,849-237,849-100%$3.6M———
Bank of Nova Scotia
N/A—231,527-231,527-100%$3.5M———
BNP Paribas Asset Management Holding S.A.
N/A—231,485-231,485-100%$3.5M———
Quantitative Investment Management, LLC
N/A—203,573-203,573-100%$3.1M———
Recurrent Investment Advisors LLC
N/A—196,192-196,192-100%$3.0M———
Amova Asset Management Americas, Inc.
N/A—192,327-192,327-100%$2.9M———
XTX Topco Ltd
N/A—182,373-182,373-100%$2.7M———
X-Square Capital, LLC
N/A—179,109-179,109-100%$2.7M———
Scotia Capital Inc.
N/A—176,803-176,803-100%$2.7M———
Old West Investment Management, LLC
N/A—171,456-171,456-100%$2.6M———
Navellier & Associates Inc
N/A—161,618-161,618-100%$2.4M———
Capital Fund Management S.A.
N/A—154,335-154,335-100%$2.3M———
Cetera Investment Advisers
N/A—151,187-151,187-100%$2.3M———
Stifel Financial Corp
N/A—148,250-148,250-100%$2.2M———
Liontrust Investment Partners LLP
N/A—140,000-140,000-100%$2.1M———
Rhumbline Advisers
N/A—133,196-133,196-100%$2.0M———
Guggenheim Capital LLC
N/A—124,028-124,028-100%$1.9M———
VPR Management LLC
N/A—122,010-122,010-100%$1.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—119,620-119,620-100%$1.8M———
Tocqueville Asset Management L.P.
N/A—117,126-117,126-100%$1.8M———
UBS Asset Management Americas LLC
N/A—115,656-115,656-100%$1.7M———
Mirabella Financial Services LLP
N/A—114,200-114,200-100%$1.7M———
Qtron Investments LLC
N/A—109,280-109,280-100%$1.6M———
Insigneo Advisory Services, LLC
N/A—109,006-109,006-100%$1.6M———
ION Fund Management Ltd
N/A—107,100-107,100-100%$1.6M———
QRG Capital Management, Inc.
N/A—106,359-106,359-100%$1.6M———
Banco BTG Pactual S.A.
N/A—103,124-103,124-100%$1.6M———
Longfellow Investment Management Co LLC
N/A—102,730-102,730-100%$1.5M———
Corsair Capital Management, L.P.
N/A—102,000-102,000-100%$1.5M———
Massar Capital Management, LP
N/A—99,734-99,734-100%$1.5M———
Engineers Gate Manager LP
N/A—94,834-94,834-100%$1.4M———
Empowered Funds, LLC
N/A—93,217-93,217-100%$1.4M———
Callan Family Office, LLC
N/A—91,306-91,306-100%$1.4M———
Caption Management, LLC
N/A—86,503-86,503-100%$1.3M———
LaSalle St. Investment Advisors, LLC
N/A—84,550-84,550-100%$1.3M———
MML Investors Services, LLC
N/A—83,982-83,982-100%$1.3M———
CMT Capital Markets Trading GmbH
N/A—83,226-83,226-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—83,074-83,074-100%$1.2M———
Marex Group Ltd
N/A—79,908-79,908-100%$1.2M———
Blackstone Inc.
N/A—78,298-78,298-100%$1.2M———
Summit Financial, LLC
N/A—78,102-78,102-100%$1.2M———
National Bank of Canada
N/A—77,888-77,888-100%$1.2M———
Arkadios Wealth Advisors
N/A—73,333-73,333-100%$1.1M———
ClearAlpha Technologies LP
N/A—72,300-72,300-100%$1.1M———
Clear Street Group Inc.
N/A—71,267-71,267-100%$1.1M———
SIG Brokerage, LP
N/A—70,032-70,032-100%$1.1M———
TLS Advisors LLC
N/A—67,528-67,528-100%$1.0M———
Manufacturers Life Insurance Company, the
N/A—66,831-66,831-100%$1.0M———
Holocene Advisors, LP
N/A—65,616-65,616-100%$986.9K———
Rockefeller Capital Management L.P.
N/A—65,409-65,409-100%$983.8K———
Naviter Wealth, LLC
N/A—64,731-64,731-100%$973.6K———
Capital Markets Trading UK LLP
N/A—64,639-64,639-100%$972.0K———
Northwestern Mutual Wealth Management Co
N/A—63,649-63,649-100%$957.3K———
Alliancebernstein L.P.
N/A—62,663-62,663-100%$997.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—62,025-62,025-100%$932.9K———
Cloverfields Capital Group, LP
N/A—60,611-60,611-100%$911.6K———
Cary Street Partners Financial LLC
N/A—60,412-60,412-100%$908.6K———
IEQ Capital, LLC
N/A—60,363-60,363-100%$907.9K———
Nomura Asset Management Co LTD
N/A—56,370-56,370-100%$847.8K———
Equitable Holdings, Inc.
N/A—53,116-53,116-100%$798.9K———
Credit Agricole S A
N/A—52,335-52,335-100%$787.1K———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—52,300-52,300-100%$786.6K———
Vanguard Personalized Indexing Management, LLC
N/A—52,220-52,220-100%$785.4K———
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.
N/A—51,789-51,789-100%$778.9K———
Knollwood Investment Advisory, LLC
N/A—50,000-50,000-100%$752.0K———
Cadence Wealth Management LLC
N/A—48,947-48,947-100%$736.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—47,003-47,003-100%$706.9K———
Bramshill Investments, LLC
N/A—44,532-44,532-100%$669.8K———
one8zero8, LLC
N/A—43,925-43,925-100%$660.6K———
Qube Research & Technologies Ltd
N/A—43,024-43,024-100%$647.1K———
Virtu Financial LLC
N/A—42,636-42,636-100%$641.0K———
Walleye Capital LLC
N/A—42,236-42,236-100%$635.2K———
Captrust Financial Advisors
N/A—41,852-41,852-100%$629.5K———
Cerity Partners LLC
N/A—41,455-41,455-100%$623.6K———
Steward Partners Investment Advisory, LLC
N/A—40,651-40,651-100%$611.4K———
Checchi Capital Advisers, LLC
N/A—39,488-39,488-100%$593.9K———
Vident Advisory, LLC
N/A—39,484-39,484-100%$593.8K———
Bearing Point Capital, LLC
N/A—39,000-39,000-100%$586.6K———
Federation des caisses Desjardins du Quebec
N/A—38,221-38,221-100%$574.8K———
Pathstone Holdings, LLC
N/A—35,891-35,891-100%$539.8K———
Centiva Capital, LP
N/A—35,516-35,516-100%$534.2K———
Sequoia Financial Advisors, LLC
N/A—34,228-34,228-100%$514.8K———
Ballentine Partners, LLC
N/A—34,083-34,083-100%$512.6K———
Advisory Services Network, LLC
N/A—33,112-33,112-100%$498.0K———
Capital International Sarl
N/A—32,228-32,228-100%$484.7K———
Cvfg LLC
N/A—32,200-32,200-100%$484.3K———
Keynote Financial Services LLC
N/A—32,026-32,026-100%$481.7K———
Bluespring Wealth Management, LLC
N/A—31,585-31,585-100%$475.0K———
Johnson Investment Counsel Inc
N/A—31,377-31,377-100%$471.9K———
Allianz SE
N/A—30,604-30,604-100%$460.3K———
Comprehensive Money Management Services LLC
N/A—28,282-28,282-100%$425.4K———
Global Retirement Partners, LLC
N/A—28,075-28,075-100%$422.2K———
Orion Porfolio Solutions, LLC
N/A—27,757-27,757-100%$417.5K———
Horizon Investments, LLC
N/A—27,355-27,355-100%$1.1M———
MAI Capital Management
N/A—27,343-27,343-100%$411.2K———
Peak6 LLC
N/A—27,292-27,292-100%$410.5K———
NewEdge Wealth, LLC
N/A—27,226-27,226-100%$409.5K———
Tudor Investment Corp ET AL
N/A—26,273-26,273-100%$395.1K———
Mercer Global Advisors Inc
N/A—25,174-25,174-100%$378.6K———
AssuredPartners Investment Advisors, LLC
N/A—24,582-24,582-100%$369.7K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—24,445-24,445-100%$367.7K———
Janney Montgomery Scott LLC
N/A—23,957-23,957-100%$360.0K———
&partners
N/A—23,739-23,739-100%$356.4K———
Bluefin Capital Management, LLC
N/A—23,200-23,200-100%$348.9K———
Arax Advisory Partners
N/A—23,133-23,133-100%$347.9K———
FIL Ltd
N/A—22,667-22,667-100%$340.9K———
Regatta Research & Money Management
N/A—21,332-21,332-100%$320.8K———
Reyl & Cie S.A.
N/A—21,000-21,000-100%$335.0K———
Parvin Asset Management, LLC
N/A—20,875-20,875-100%$314.0K———
FOX RUN Management, L.L.C.
N/A—20,675-20,675-100%$311.0K———
PCM Encore, LLC
N/A—20,167-20,167-100%$303.3K———
Frec Markets, Inc.
N/A—19,831-19,831-100%$298.3K———
Federated Hermes, Inc.
N/A—19,728-19,728-100%$296.7K———
World Investment Advisors
N/A—18,877-18,877-100%$300.3K———
Advyzon Investment Management, LLC
N/A—18,832-18,832-100%$283.2K———
Inspire Advisors, LLC
N/A—18,311-18,311-100%$275.1K———
Rehmann Capital Advisory Group
N/A—18,025-18,025-100%$271.1K———
Octavia Wealth Advisors, LLC
N/A—16,901-16,901-100%$254.2K———
Samara Investment Management, LLC
N/A—15,350-15,350-100%$230.9K———
Smith, Moore & Co.
N/A—15,187-15,187-100%$228.4K———
Texas Yale Capital Corp.
N/A—15,000-15,000-100%$225.6K———
Composition Wealth, LLC
N/A—14,940-14,940-100%$224.7K———
Bamco Inc
N/A—14,474-14,474-100%$217.7K———
United Capital Financial Advisors, LLC
N/A—14,255-14,255-100%$214.4K———
CoreCommodity Management, LLC
N/A—13,747-13,747-100%$206.8K———
BFC Planning, Inc.
N/A—12,757-12,757-100%$191.9K———
Rexford Capital Inc
N/A—12,612-12,612-100%$189.7K———
Aspen Grove Capital, LLC
N/A—12,381-12,381-100%$186.2K———
Main Street Financial Solutions, LLC
N/A—12,114-12,114-100%$182.2K———
Sivia Capital Partners, LLC
N/A—11,952-11,952-100%$179.8K———
Private Advisor Group, LLC
N/A—11,770-11,770-100%$177.0K———
IHT Wealth Management, LLC
N/A—11,645-11,645-100%$175.1K———
EFG International AG
N/A—11,593-11,593-100%$174.4K———
Hurricane Capital Advisors LLC
N/A—11,400-11,400-100%$171.5K———
Forum Finance Group S.A.
N/A—11,000-11,000-100%$134———
Beacon Pointe Advisors, LLC
N/A—10,239-10,239-100%$154.0K———
Baader Bank Aktiengesellschaft
N/A—10,000-10,000-100%$150.4K———
Gabelli Funds LLC
N/A—10,000-10,000-100%$150.4K———
Verition Fund Management LLC
N/A—10,000-10,000-100%$150.4K———
Huntington National Bank
N/A—9,261-9,261-100%$139.3K———
Capital Analysts, LLC
N/A—8,087-8,087-100%$122.0K———
Smartleaf Asset Management LLC
N/A—5,996-5,996-100%$90.1K———
LRI Investments, LLC
N/A—5,081-5,081-100%$76.4K———
Elequin Capital, LP
N/A—5,072-5,072-100%$76.3K———
NewEdge Advisors, LLC
N/A—5,006-5,006-100%$75.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,500-3,500-100%$52.6K———
Westend Capital Management, LLC
N/A—3,363-3,363-100%$50.6K———
Cary Street Partners Investment Advisory LLC
N/A—3,327-3,327-100%$50.0K———
Bruce G. Allen Investments, LLC
N/A—2,423-2,423-100%$36.4K———
Basecamp Wealth Advisors LLC
N/A—2,205-2,205-100%$33.2K———
Legal & General Group Plc
N/A—1,694-1,694-100%$25.5K———
Caitlin John, LLC
N/A—1,625-1,625-100%$24.4K———
Kerr Financial Planning Corp
N/A—1,500-1,500-100%$22.6K———
Brown Brothers Harriman & Co
N/A—1,442-1,442-100%$21.7K———
Limestone Investment Advisors LP
N/A—1,387-1,387-100%$20.9K———
Intesa Sanpaolo S.p.A.
N/A—1,195-1,195-100%$18.0K———
HHM Wealth Advisors, LLC
N/A—1,031-1,031-100%$15.5K———
Continuum Advisory, LLC
N/A—1,000-1,000-100%$15.0K———
Medallion Wealth Advisors, LLC
N/A—753-753-100%$11.3K———
Ameriflex Group, Inc.
N/A—600-600-100%$9.0K———
Osbon Capital Management LLC
N/A—587-587-100%$8.8K———
Boreal Capital Management LLC
N/A—560-560-100%$8.4K———
WealthCollab, LLC
N/A—364-364-100%$5.5K———
Rothschild Investment LLC
N/A—335-335-100%$5.0K———
BOK Financial Private Wealth, Inc.
N/A—323-323-100%$4.9K———
Strategic Wealth Partners, Ltd.
N/A—314-314-100%$4.7K———
Vision Retirement, LLC
N/A—300-300-100%$4.5K———
Ancora Advisors LLCA
N/A—300-300-100%$4.5K———
IMA Advisory Services, Inc.
N/A—291-291-100%$4.4K———
Anchor Investment Management, LLC
N/A—250-250-100%$3.8K———
Sittner & Nelson, LLC
N/A—237-237-100%$3.6K———
SHP Wealth Management
N/A—200-200-100%$3.0K———
Mpwm Advisory Solutions, LLC
N/A—173-173-100%$2.6K———
SOA Wealth Advisors, Llc.
N/A—170-170-100%$2.6K———
Steigerwald, Gordon & Koch Inc.
N/A—130-130-100%$2.0K———
Tower Research Capital LLC (TRC)
N/A—98-98-100%$1.5K———
Cornerstone Financial Management LLC
N/A—84-84-100%$1.3K———
Hollencrest Capital Management
N/A—69-69-100%$1.0K———
Raffa Wealth Management, LLC
N/A—66-66-100%$993———
Fiduciary Financial Advisors
N/A—50-50-100%$752———
Marshall Investment Management, LLC
N/A—13-13-100%$196———
Silicon Valley Capital Partners
N/A—13-13-100%$196———
Bogart Wealth, LLC
N/A—12-12-100%$180———
Ankerstar Wealth, LLC
N/A—9-9-100%$135———
Showing 580 of 580 institutions