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Vaneck Junior Gold Miners (GDXJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
DECREASED
Shares993,757 from 1,125,939
Change-132,182 (-12%)
Value$113.2M (+$2.6M)
Filed 2026-11-04
Thor Investment Management Inc
DECREASED
Shares391,352 from 396,900
Change-5,548 (-1%)
Value$44.6M (+$5.6M)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
DECREASED
Shares306,905 from 309,297
Change-2,392 (-1%)
Value$35.0M (+$4.6M)
Filed 2026-10-05
Vanderbilt University
UNCHANGED
Shares169,290 from 169,290
Change0 (0%)
Value$19.3M (+$2.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares160,117 from 142,677
Change+17,440 (+12%)
Value$18.2M (+$4.2M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares117,225 from 125,993
Change-8,768 (-7%)
Value$13.2M (+$829.6K)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
INCREASED
Shares107,124 from 105,969
Change+1,155 (+1%)
Value$12.2M (+$1.8M)
Filed 2026-11-05
Imc-Chicago, LLC
INCREASED
Shares95,231 from 33,208
Change+62,023 (+187%)
Value$10.9M (+$7.6M)
Filed 2026-11-05
Professional Financial Management, Inc.
INCREASED
Shares86,295 from 85,849
Change+446 (+1%)
Value$9.8M (+$1.4M)
Filed 2026-10-22
Abbington Investment Group
INCREASED
Shares78,619 from 78,613
Change+6 (+0%)
Value$9.0M (+$1.2M)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares63,471 from 64,321
Change-850 (-1%)
Value$7.2M (+$913.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares60,454 from 55,997
Change+4,457 (+8%)
Value$6.9M (+$1.4M)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares56,705 from 62,031
Change-5,326 (-9%)
Value$5.4M (-$709.3K)
Filed 2026-11-04
Canoe Financial LP
DECREASED
Shares55,435 from 56,520
Change-1,085 (-2%)
Value$6.2M (+$681.1K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
DECREASED
Shares55,251 from 56,036
Change-785 (-1%)
Value$6.3M (+$790.3K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares51,853 from 30,350
Change+21,503 (+71%)
Value$5.9M (+$2.9M)
Filed 2026-10-16
Corecam Pte. Ltd.
INCREASED
Shares51,450 from 49,430
Change+2,020 (+4%)
Value$5.9M (+$1.0M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares51,047 from 24,598
Change+26,449 (+108%)
Value$5.8M (+$3.4M)
Filed 2026-11-02
Realta Investment Advisors
INCREASED
Shares50,864 from 46,514
Change+4,350 (+9%)
Value$5.8M (+$1.2M)
Filed 2026-10-14
Parsons Capital Management Inc
DECREASED
Shares49,553 from 49,708
Change-155 (0%)
Value$5.6M (+$762.8K)
Filed 2026-10-28
Carrera Capital Advisors
DECREASED
Shares43,692 from 53,756
Change-10,064 (-19%)
Value$5.0M (-$302.8K)
Filed 2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED
Shares39,486 from 38,473
Change+1,013 (+3%)
Value$4.5M (+$719.5K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares39,344 from 59,530
Change-20,186 (-34%)
Value$4.5M (-$1.4M)
Filed 2026-10-13
RIA Advisory Group LLC
INCREASED
Shares39,206 from 39,071
Change+135 (+0%)
Value$4.5M (+$628.8K)
Filed 2026-10-15
Cypress Capital Group
INCREASED
Shares38,948 from 31,998
Change+6,950 (+22%)
Value$4.4M (+$1.3M)
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
INCREASED
Shares36,996 from 35,565
Change+1,431 (+4%)
Value$4.2M (+$721.6K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
INCREASED
Shares32,971 from 31,239
Change+1,732 (+6%)
Value$3.8M (+$687.8K)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares31,606 from 25,521
Change+6,085 (+24%)
Value$3.6M (+$1.1M)
Filed 2026-10-08
Freemont Management S.A.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$3.4M (+$471.0K)
Filed 2026-11-02
U S Global Investors Inc
NEW
Shares29,800
Change+29,800
Value$3.4M
Filed 2026-10-22
One Plus One Wealth Management, LLC
INCREASED
Shares29,486 from 28,603
Change+883 (+3%)
Value$3.4M (+$549.7K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares29,096 from 28,036
Change+1,060 (+4%)
Value$3.3K (-$2.8M)
Filed 2026-11-02
Norman Fields, Gottscho Capital Management, LLC
INCREASED
Shares28,245 from 27,681
Change+564 (+2%)
Value$3.2M (+$498.9K)
Filed 2026-10-05
New Harbor Financial Group, LLC
DECREASED
Shares27,539 from 27,584
Change-45 (0%)
Value$3.1M (+$427.9K)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares27,156 from 29,303
Change-2,147 (-7%)
Value$3.1M (+$215.4K)
Filed 2026-10-22
Steel Grove Capital Advisors, LLC
INCREASED
Shares26,612 from 26,304
Change+308 (+1%)
Value$3.0M (+$448.1K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares26,598 from 18,327
Change+8,271 (+45%)
Value$3.0M (+$1.2M)
Filed 2026-11-05
DCF Advisers, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$2.8M (+$392.5K)
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares23,321 from 12,886
Change+10,435 (+81%)
Value$2.7M (+$1.4M)
Filed 2026-11-04
Corecam AG
INCREASED
Shares22,970 from 22,250
Change+720 (+3%)
Value$2.6M (+$431.4K)
Filed 2026-10-29
Vontobel Holding Ltd.
DECREASED
Shares22,551 from 41,570
Change-19,019 (-46%)
Value$2.6M (-$1.5M)
Filed 2026-10-16
Sapient Capital LLC
INCREASED
Shares22,311 from 22,109
Change+202 (+1%)
Value$2.5M (+$370.1K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares22,227 from 34,164
Change-11,937 (-35%)
Value$2.5M (-$823.8K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares22,096 from 21,488
Change+608 (+3%)
Value$2.5M (+$406.7K)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares20,129 from 29,761
Change-9,632 (-32%)
Value$2.3M (-$630.3K)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares18,281 from 17,656
Change+625 (+4%)
Value$2.1M (+$348.4K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares16,329 from 16,338
Change-9 (0%)
Value$1.9M (+$255.4K)
Filed 2026-10-30
Greystone Financial Group, LLC
INCREASED
Shares15,254 from 14,351
Change+903 (+6%)
Value$1.7M (+$328.2K)
Filed 2026-10-26
J. Safra Sarasin Holding AG
INCREASED
Shares12,179 from 11,013
Change+1,166 (+11%)
Value$1.4M (+$206.3K)
Filed 2026-10-26
Evergreen Capital Management LLC
INCREASED
Shares11,244 from 10,960
Change+284 (+3%)
Value$1.3M (+$204.4K)
Filed 2026-10-23
Wespac Advisors SoCal, LLC
DECREASED
Shares11,240 from 11,793
Change-553 (-5%)
Value$1.3M (+$122.1K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares11,175 from 6,330
Change+4,845 (+77%)
Value$1.3M (+$651.4K)
Filed 2026-11-05
Evermay Wealth Management LLC
DECREASED
Shares10,898 from 11,174
Change-276 (-2%)
Value$1.2M (+$144.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares10,087 from 9,146
Change+941 (+10%)
Value$1.1M (+$250.8K)
Filed 2026-11-04
Asset One Wealth Management LLC
INCREASED
Shares9,028 from 6,591
Change+2,437 (+37%)
Value$1.0M (+$392.4K)
Filed 2026-11-02
Holcombe Financial, Inc.
INCREASED
Shares8,761 from 8,622
Change+139 (+2%)
Value$998.3K (+$151.2K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares8,335 from 8,335
Change0 (0%)
Value$949.8K (+$130.9K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares7,842 from 7,607
Change+235 (+3%)
Value$893.6K (+$146.2K)
Filed 2026-10-29
Summit Securities Group LLC
DECREASED
Shares7,700 from 8,700
Change-1,000 (-11%)
Value$877.4K (+$22.6K)
Filed 2026-11-05
Meridian Wealth Management, LLC
UNCHANGED
Shares7,574 from 7,574
Change0 (0%)
Value$863.1K (+$118.9K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares7,509 from 7,343
Change+166 (+2%)
Value$855.7K (+$134.2K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares7,427 from 8,684
Change-1,257 (-14%)
Value$846.3K (-$6.9K)
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares7,089 from 7,115
Change-26 (0%)
Value$807.8K (+$108.7K)
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares6,968 from 7,399
Change-431 (-6%)
Value$794.1K (+$67.1K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares6,921 from 6,189
Change+732 (+12%)
Value$778.3K (+$171.5K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares6,675 from 4,924
Change+1,751 (+36%)
Value$760.6K (+$276.8K)
Filed 2026-11-05
Grand Central Investment Group
DECREASED
Shares6,424 from 6,466
Change-42 (-1%)
Value$732.0K (+$96.7K)
Filed 2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$717.9K (+$98.9K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares6,264 from 6,332
Change-68 (-1%)
Value$713.8K (+$91.7K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares6,187 from 6,434
Change-247 (-4%)
Value$705.1K (+$72.9K)
Filed 2026-10-13
Rhodes Investment Advisors Inc
DECREASED
Shares5,920 from 6,020
Change-100 (-2%)
Value$674.6K (+$83.1K)
Filed 2026-10-07
PNC Financial Services Group, Inc.
DECREASED
Shares5,340 from 5,815
Change-475 (-8%)
Value$608.5K (+$37.2K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares5,161 from 4,185
Change+976 (+23%)
Value$588.1K (+$176.9K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares5,087 from 12,375
Change-7,288 (-59%)
Value$579.7K (-$636.2K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,086 from 3,402
Change+1,684 (+50%)
Value$564.0K (+$227.6K)
Filed 2026-10-13
MH & Associates Securities Management Corp
UNCHANGED
Shares5,057 from 5,057
Change0 (0%)
Value$576.2K (+$79.4K)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares5,027 from 4,669
Change+358 (+8%)
Value$507.4K (+$55.6K)
Filed 2026-11-02
Hara Capital LLC
UNCHANGED
Shares4,943 from 4,943
Change0 (0%)
Value$563.3K (+$77.6K)
Filed 2026-10-30
LexAurum Advisors, LLC
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$553.8K (+$76.3K)
Filed 2026-10-19
Verus Capital Partners, LLC
UNCHANGED
Shares4,825 from 4,825
Change0 (0%)
Value$549.8K (+$75.8K)
Filed 2026-11-03
Ballew Advisors, Inc
INCREASED
Shares4,814 from 4,751
Change+63 (+1%)
Value$547.1K (+$58.2K)
Filed 2026-10-05
Radnor Capital Management, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$547.0K (+$75.4K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$547.0K (+$75.4K)
Filed 2026-10-23
Rossby Financial, LCC
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$532.7K (+$73.4K)
Filed 2026-11-05
DBK Financial Counsel, LLC
UNCHANGED
Shares4,541 from 4,541
Change0 (0%)
Value$517.4K (+$71.3K)
Filed 2026-10-13
Atria Investments, Inc
NEW
Shares4,331
Change+4,331
Value$493.5K
Filed 2026-10-15
Summer Road LLC
NEW
Shares4,300
Change+4,300
Value$490.0K
Filed 2026-11-05
Focus Financial Network, Inc.
UNCHANGED
Shares4,157 from 4,157
Change0 (0%)
Value$473.7K (+$65.3K)
Filed 2026-10-14
MGO One Seven LLC
UNCHANGED
Shares4,128 from 4,128
Change0 (0%)
Value$470.4K (+$64.8K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares4,008 from 6,271
Change-2,263 (-36%)
Value$456.7K (-$159.4K)
Filed 2026-10-23
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares3,959 from 3,959
Change0 (0%)
Value$451.1K (+$62.9K)
Filed 2026-10-09
TPG Advisors LLC
UNCHANGED
Shares3,907 from 3,907
Change0 (0%)
Value$445.2K (+$61.3K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares3,878 from 3,378
Change+500 (+15%)
Value$441.9K (+$110.0K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares3,805 from 3,569
Change+236 (+7%)
Value$433.6K (+$82.9K)
Filed 2026-11-06
Whalen Wealth Management Inc.
NEW
Shares3,782
Change+3,782
Value$431.0K
Filed 2026-10-08
Baldwin Wealth Partners LLC
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$427.3K (+$58.9K)
Filed 2026-10-13
Citizens Financial Group Inc
UNCHANGED
Shares3,579 from 3,579
Change0 (0%)
Value$407.8K (+$56.2K)
Filed 2026-10-23
Cardinal Point Capital Management ULC
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$401.7K (+$55.3K)
Filed 2026-10-21
Nkcfo LLC
DECREASED
Shares3,500 from 127,075
Change-123,575 (-97%)
Value$399 (-$12.5M)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares3,430 from 683
Change+2,747 (+402%)
Value$390.8K (+$323.7K)
Filed 2026-11-02
Schwartz Investment Counsel Inc
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$382.9K (+$52.8K)
Filed 2026-10-26
Capital Investment Advisors, LLC
NEW
Shares3,295
Change+3,295
Value$375.5K
Filed 2026-10-22
Veracity Capital LLC
INCREASED
Shares3,236 from 3,219
Change+17 (+1%)
Value$368.7K (+$52.5K)
Filed 2026-10-08
Nova Financial LLC
NEW
Shares3,190
Change+3,190
Value$363.5K
Filed 2026-11-04
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares3,187 from 3,187
Change0 (0%)
Value$363.2K (+$50.0K)
Filed 2026-11-04
IFC & Insurance Marketing, Inc.
DECREASED
Shares3,134 from 3,185
Change-51 (-2%)
Value$357.1K (+$44.2K)
Filed 2026-10-16
Shrier Wealth Management, LLC
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$352.1K (+$48.5K)
Filed 2026-10-20
Euro Pacific Asset Management, LLC
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$345.8K (+$345.8K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares3,012 from 2,246
Change+766 (+34%)
Value$343.2K (+$122.5K)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$341.9K (+$47.1K)
Filed 2026-10-07
Keybank National Association
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$341.9K (+$47.1K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
INCREASED
Shares2,919 from 2,794
Change+125 (+4%)
Value$332.6K (+$58.1K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares2,903 from 3,518
Change-615 (-17%)
Value$330.8K (-$14.8K)
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares2,896 from 2,962
Change-66 (-2%)
Value$330.0K (+$39.0K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares2,873 from 2,406
Change+467 (+19%)
Value$327.3K (+$90.9K)
Filed 2026-11-03
Modera Wealth Management, LLC
UNCHANGED
Shares2,848 from 2,848
Change0 (0%)
Value$324.6K (+$44.7K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares2,710 from 4,478
Change-1,768 (-39%)
Value$309 (-$439.7K)
Filed 2026-10-22
Warberg Asset Management LLC
DECREASED
Shares2,700 from 6,222
Change-3,522 (-57%)
Value$307.7K (-$303.6K)
Filed 2026-11-02
Integrity Investment Advisors, LLC
UNCHANGED
Shares2,682 from 2,682
Change0 (0%)
Value$305.7K (+$42.1K)
Filed 2026-11-03
Levin Capital Strategies, L.P.
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$285.9K (+$39.4K)
Filed 2026-11-02
Journey Advisory Group, LLC
INCREASED
Shares2,503 from 2,317
Change+186 (+8%)
Value$285.2K (+$57.6K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares2,428 from 2,428
Change0 (0%)
Value$238.5K ($0)
Filed 2026-10-26
New Wave Wealth Advisors LLC
UNCHANGED
Shares2,346 from 2,346
Change0 (0%)
Value$259.5K (+$29.0K)
Filed 2026-10-19
Ridgepath Capital Management LLC
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$267.3K (+$36.8K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares2,285 from 2,196
Change+89 (+4%)
Value$227.0K (+$12.7K)
Filed 2026-10-27
AdvisorNet Financial, Inc
DECREASED
Shares2,197 from 2,237
Change-40 (-2%)
Value$230.1K (+$10.3K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
NEW
Shares2,170
Change+2,170
Value$247.3K
Filed 2026-10-21
Chemistry Wealth Management LLC
UNCHANGED
Shares2,162 from 2,162
Change0 (0%)
Value$246.4K (+$33.9K)
Filed 2026-10-16
HBW Advisory Services LLC
NEW
Shares2,161
Change+2,161
Value$246.2K
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED
Shares2,154 from 3,329
Change-1,175 (-35%)
Value$245.5K (-$81.6K)
Filed 2026-10-16
Clear Point Advisors Inc.
INCREASED
Shares2,087 from 2,057
Change+30 (+1%)
Value$237.8K (+$35.7K)
Filed 2026-10-30
Magnus Financial Group LLC
NEW
Shares2,079
Change+2,079
Value$236.9K
Filed 2026-10-21
Apollon Wealth Management, LLC
NEW
Shares2,011
Change+2,011
Value$229.2K
Filed 2026-10-23
Integrated Advisors Network LLC
NEW
Shares2,000
Change+2,000
Value$227.9K
Filed 2026-10-20
Net Worth Advisory Group
DECREASED
Shares1,998 from 2,103
Change-105 (-5%)
Value$224.7K (+$18.1K)
Filed 2026-10-20
Midwest Trust Co
NEW
Shares1,890
Change+1,890
Value$215.4K
Filed 2026-10-22
Northwest Wealth Management, LLC
NEW
Shares1,869
Change+1,869
Value$213.0K
Filed 2026-10-30
Cooper Financial Group
DECREASED
Shares1,866 from 2,167
Change-301 (-14%)
Value$212.6K (-$275)
Filed 2026-10-07
AlphaStar Capital Management, LLC
NEW
Shares1,810
Change+1,810
Value$206.3K
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares1,805
Change+1,805
Value$205.7K
Filed 2026-10-13
International Assets Investment Management, LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$203.0K (+$26.0K)
Filed 2026-11-02
King Luther Capital Management Corp
NEW
Shares1,802
Change+1,802
Value$205.3K
Filed 2026-11-05
Morling Financial Advisors, LLC
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$205.3K (+$28.3K)
Filed 2026-10-28
Well Done, LLC
NEW
Shares1,791
Change+1,791
Value$204.1K
Filed 2026-10-20
Approach Retirement Advisors, LLC
NEW
Shares1,786
Change+1,786
Value$203.6K
Filed 2026-10-22
Blue Zone Wealth Advisors, LLC
NEW
Shares1,776
Change+1,776
Value$202.4K
Filed 2026-10-19
Mission Wealth Management, LP
NEW
Shares1,773
Change+1,773
Value$202.0K
Filed 2026-10-15
Chung Wu Investment Group, LLC
DECREASED
Shares1,700 from 6,080
Change-4,380 (-72%)
Value$193.7K (-$403.6K)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$186.7K (+$25.7K)
Filed 2026-11-05
Ulland Investment Advisors, LLC
NEW
Shares1,200
Change+1,200
Value$137
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares1,195
Change+1,195
Value$136.2K
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$119.6K (+$16.5K)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$114.1K (+$15.7K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$106.0K (+$14.6K)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$87.2K (+$12.0K)
Filed 2026-10-20
Vima LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$86.9K (+$12.0K)
Filed 2026-10-23
Parallel Advisors, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$85.6K (+$11.8K)
Filed 2026-11-03
Global Trust Asset Management, LLC
NEW
Shares709
Change+709
Value$80.8K
Filed 2026-10-19
Accordant Advisory Group Inc
DECREASED
Shares707 from 729
Change-22 (-3%)
Value$80.6K (+$8.9K)
Filed 2026-10-29
Fortitude Family Office, LLC
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$80.1K (+$11.0K)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$75.8K (+$10.4K)
Filed 2026-11-02
State of Wyoming
NEW
Shares611
Change+611
Value$69.6K
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$68.4K (+$9.4K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares564 from 192
Change+372 (+194%)
Value$64.3K (+$45.4K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares529 from 752
Change-223 (-30%)
Value$60.3K (-$13.6K)
Filed 2026-10-08
Transce3nd, LLC
NEW
Shares525
Change+525
Value$57.0K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares519
Change+519
Value$59.1K
Filed 2026-10-21
City Holding Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$57.0K (+$7.9K)
Filed 2026-10-19
Citizens National Bank Trust Department
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$57.0K (+$7.9K)
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$51 (+$7)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$51.3K (+$7.1K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares442
Change+442
Value$50.4K
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares414
Change+414
Value$47.3K
Filed 2026-11-03
AlphaCore Capital LLC
NEW
Shares400
Change+400
Value$45.6K
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares375
Change+375
Value$42.7K
Filed 2026-10-27
Markowski Investments
INCREASED
Shares365 from 212
Change+153 (+72%)
Value$41.6K (+$20.8K)
Filed 2026-10-30
Nexus Investment Management ULC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$39.9K (+$5.5K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares336 from 611
Change-275 (-45%)
Value$38.3K (-$21.7K)
Filed 2026-10-20
Lodestone Wealth Management LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$35.8K (+$4.9K)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$35.0K (+$4.8K)
Filed 2026-11-06
Blume Capital Management, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$33.0K (+$4.6K)
Filed 2026-10-26
Go Invest LLC
NEW
Shares262
Change+262
Value$29.9K
Filed 2026-10-09
CX Institutional
NEW
Shares250
Change+250
Value$28
Filed 2026-10-02
Morton Brown Family Wealth, LLC
INCREASED
Shares243 from 202
Change+41 (+20%)
Value$27.7K (+$7.8K)
Filed 2026-10-23
Clean Yield Group
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$27.3K (+$3.8K)
Filed 2026-10-28
Princeton Global Asset Management LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$25.6K (+$3.5K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
INCREASED
Shares212 from 179
Change+33 (+18%)
Value$24.2K (+$6.6K)
Filed 2026-11-05
Bangor Savings Bank
INCREASED
Shares168 from 7
Change+161 (+2300%)
Value$19.1K (+$18.5K)
Filed 2026-10-06
Essex Investment Management Co LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$17.8K (+$2.4K)
Filed 2026-10-19
Redwood Park Advisors LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$17.1K (+$2.4K)
Filed 2026-11-02
Armstrong Advisory Group, Inc
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$16.9K (+$2.3K)
Filed 2026-10-09
Quaker Wealth Management, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$14.8K (+$2.0K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares125
Change+125
Value$14.2K
Filed 2026-10-09
Roxbury Financial LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$13.7K (+$1.9K)
Filed 2026-10-01
Lanark Financial, Inc.
DECREASED
Shares100 from 10,810
Change-10,710 (-99%)
Value$11.4K (-$1.1M)
Filed 2026-10-26
Register Financial Advisors LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$10.8K (+$1.5K)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$10.3K (+$1.4K)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.3K (+$1.3K)
Filed 2026-10-19
Spire Wealth Management
NEW
Shares74
Change+74
Value$8.4K
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares72
Change+72
Value$8.2K
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares69 from 61
Change+8 (+13%)
Value$7.9K (+$1.9K)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.7K (+$786)
Filed 2026-10-14
Financial Management Professionals, Inc.
DECREASED
Shares30 from 14,797
Change-14,767 (-100%)
Value$3.4K (-$1.5M)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares26 from 75
Change-49 (-65%)
Value$2.9K (-$4.4K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.0K (+$409)
Filed 2026-10-16
DecisionPoint Financial, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.1K (+$144)
Filed 2026-10-27
First Command Advisory Services, Inc.
NEW
Shares5
Change+5
Value$570
Filed 2026-11-05
Carota Wealth Management
NEW
Shares4
Change+4
Value$456
Filed 2026-11-03
Vision Financial Markets LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$231 (+$30)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$234 (+$33)
Filed 2026-10-20
Eschaton Opportunities Fund Management LP
CLOSED
Shares0 from 92,550
Change-92,550 (-100%)
Value$0 (-$9.1M)
Filed 2026-10-23
Heck Capital Advisors, LLC
CLOSED
Shares0 from 71,374
Change-71,374 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-14
MRA Advisory Group
CLOSED
Shares0 from 57,166
Change-57,166 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-07
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 19,050
Change-19,050 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-03
Confluence Investment Management LLC
CLOSED
Shares0 from 14,447
Change-14,447 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-01
First Heartland Consultants, Inc.
CLOSED
Shares0 from 7,685
Change-7,685 (-100%)
Value$0 (-$755.1K)
Filed 2026-10-08
Marathon Strategic Advisors, LLC
CLOSED
Shares0 from 7,021
Change-7,021 (-100%)
Value$0 (-$689.8K)
Filed 2026-10-20
Belvedere Trading LLC
CLOSED
Shares0 from 6,369
Change-6,369 (-100%)
Value$0 (-$625.8K)
Filed 2026-11-05
Indivisible Partners
CLOSED
Shares0 from 4,701
Change-4,701 (-100%)
Value$0 (-$461.9K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 4,377
Change-4,377 (-100%)
Value$0 (-$430.1K)
Filed 2026-10-30
StoneX Group Inc.
CLOSED
Shares0 from 3,301
Change-3,301 (-100%)
Value$0 (-$324.3K)
Filed 2026-11-03
IPG Investment Advisors LLC
CLOSED
Shares0 from 2,650
Change-2,650 (-100%)
Value$0 (-$260.4K)
Filed 2026-10-30
Avestar Capital, LLC
CLOSED
Shares0 from 2,515
Change-2,515 (-100%)
Value$0 (-$247.1K)
Filed 2026-10-28
Globalt Investments LLC / GA
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-27
Wealth Preservation Advisors, LLC
CLOSED
Shares0 from 1,219
Change-1,219 (-100%)
Value$0 (-$119.7K)
Filed 2026-11-05
FNY Investment Advisers, LLC
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$54)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-29
Islay Capital Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-14
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
Bank of Montreal
N/A
Shares— from 5,246,794
Change-5,246,794 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,673,565
Change-2,673,565 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,392,323
Change-2,392,323 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,211,460
Change-2,211,460 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 1,370,091
Change-1,370,091 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,231,566
Change-1,231,566 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 1,073,491
Change-1,073,491 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 888,264
Change-888,264 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 842,207
Change-842,207 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 795,822
Change-795,822 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 720,302
Change-720,302 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 709,816
Change-709,816 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 697,071
Change-697,071 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 679,564
Change-679,564 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 659,569
Change-659,569 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 560,000
Change-560,000 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
Panview Capital Ltd
N/A
Shares— from 405,853
Change-405,853 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 402,475
Change-402,475 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 392,248
Change-392,248 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 355,276
Change-355,276 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 354,837
Change-354,837 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 325,470
Change-325,470 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 308,990
Change-308,990 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 279,025
Change-279,025 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 272,906
Change-272,906 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 261,700
Change-261,700 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 242,314
Change-242,314 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 201,477
Change-201,477 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 168,267
Change-168,267 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 160,963
Change-160,963 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 144,938
Change-144,938 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 140,726
Change-140,726 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 130,854
Change-130,854 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 122,976
Change-122,976 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 117,834
Change-117,834 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 114,525
Change-114,525 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 114,340
Change-114,340 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 114,000
Change-114,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 112,945
Change-112,945 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 112,635
Change-112,635 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 111,129
Change-111,129 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 106,492
Change-106,492 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 101,290
Change-101,290 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 98,314
Change-98,314 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 92,502
Change-92,502 (-100%)
Value—
Nwam LLC
N/A
Shares— from 91,586
Change-91,586 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 87,941
Change-87,941 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 85,401
Change-85,401 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 77,298
Change-77,298 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 77,242
Change-77,242 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 74,466
Change-74,466 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 71,273
Change-71,273 (-100%)
Value—
Amundi
N/A
Shares— from 69,397
Change-69,397 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 62,647
Change-62,647 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 61,527
Change-61,527 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 58,255
Change-58,255 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 56,298
Change-56,298 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 55,468
Change-55,468 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 50,200
Change-50,200 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 50,108
Change-50,108 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 48,422
Change-48,422 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,207
Change-48,207 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 47,418
Change-47,418 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 47,279
Change-47,279 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 45,767
Change-45,767 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,034
Change-43,034 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 41,872
Change-41,872 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 41,699
Change-41,699 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 41,144
Change-41,144 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 39,096
Change-39,096 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 39,079
Change-39,079 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 37,285
Change-37,285 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 36,303
Change-36,303 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 35,260
Change-35,260 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 34,500
Change-34,500 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 34,100
Change-34,100 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 33,790
Change-33,790 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 32,813
Change-32,813 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 30,718
Change-30,718 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 29,859
Change-29,859 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,736
Change-29,736 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 29,026
Change-29,026 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 24,227
Change-24,227 (-100%)
Value—
Moon Capital Management LP
N/A
Shares— from 23,927
Change-23,927 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 22,945
Change-22,945 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,553
Change-22,553 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 21,927
Change-21,927 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 21,901
Change-21,901 (-100%)
Value—
Nokomis Capital, L.L.C.
N/A
Shares— from 21,515
Change-21,515 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 21,297
Change-21,297 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 21,290
Change-21,290 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 21,248
Change-21,248 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 20,450
Change-20,450 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,435
Change-19,435 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 19,364
Change-19,364 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 19,228
Change-19,228 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
&partners
N/A
Shares— from 17,168
Change-17,168 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,456
Change-16,456 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,993
Change-15,993 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 15,639
Change-15,639 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 15,083
Change-15,083 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 14,945
Change-14,945 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,857
Change-14,857 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 14,245
Change-14,245 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 13,510
Change-13,510 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,387
Change-12,387 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 11,994
Change-11,994 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,532
Change-11,532 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,406
Change-11,406 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
ION Fund Management Ltd
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 9,988
Change-9,988 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 9,950
Change-9,950 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 9,884
Change-9,884 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,815
Change-9,815 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,084
Change-9,084 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,080
Change-9,080 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,852
Change-8,852 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 8,828
Change-8,828 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,928
Change-7,928 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,754
Change-7,754 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 7,169
Change-7,169 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,679
Change-6,679 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 6,290
Change-6,290 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,928
Change-5,928 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Natixis
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,312
Change-5,312 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Ketron Financial
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 530
Change-530 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 381
Change-381 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 352
Change-352 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 336
Change-336 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 250
Change-250 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 175
Change-175 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 125
Change-125 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Citigroup Inc
DECREASED993,7571,125,939-132,182-12%$110.6M$113.2M+$2.6M2026-11-04
Thor Investment Management Inc
DECREASED391,352396,900-5,548-1%$39.0M$44.6M+$5.6M2026-10-13
Heartwood Wealth Advisors LLC
DECREASED306,905309,297-2,392-1%$30.4M$35.0M+$4.6M2026-10-05
Vanderbilt University
UNCHANGED169,290169,29000%$16.6M$19.3M+$2.7M2026-11-02
Commonwealth Equity Services, LLC
INCREASED160,117142,677+17,440+12%$14.0M$18.2M+$4.2M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED117,225125,993-8,768-7%$12.4M$13.2M+$829.6K2026-11-04
Riggs Asset Managment Co. Inc.
INCREASED107,124105,969+1,155+1%$10.4M$12.2M+$1.8M2026-11-05
Imc-Chicago, LLC
INCREASED95,23133,208+62,023+187%$3.3M$10.9M+$7.6M2026-11-05
Professional Financial Management, Inc.
INCREASED86,29585,849+446+1%$8.4M$9.8M+$1.4M2026-10-22
Abbington Investment Group
INCREASED78,61978,613+6+0%$7.7M$9.0M+$1.2M2026-11-03
Kercheville Advisors, LLC
DECREASED63,47164,321-850-1%$6.3M$7.2M+$913.0K2026-10-19
Kestra Advisory Services, LLC
INCREASED60,45455,997+4,457+8%$5.5M$6.9M+$1.4M2026-11-02
Prospera Financial Services Inc
DECREASED56,70562,031-5,326-9%$6.1M$5.4M-$709.3K2026-11-04
Canoe Financial LP
DECREASED55,43556,520-1,085-2%$5.6M$6.2M+$681.1K2026-10-21
Tcfg Investment Advisors, LLC
DECREASED55,25156,036-785-1%$5.5M$6.3M+$790.3K2026-10-20
Y-Intercept (Hong Kong) Ltd
INCREASED51,85330,350+21,503+71%$3.0M$5.9M+$2.9M2026-10-16
Corecam Pte. Ltd.
INCREASED51,45049,430+2,020+4%$4.9M$5.9M+$1.0M2026-10-23
Creative Planning
INCREASED51,04724,598+26,449+108%$2.4M$5.8M+$3.4M2026-11-02
Realta Investment Advisors
INCREASED50,86446,514+4,350+9%$4.6M$5.8M+$1.2M2026-10-14
Parsons Capital Management Inc
DECREASED49,55349,708-1550%$4.9M$5.6M+$762.8K2026-10-28
Carrera Capital Advisors
DECREASED43,69253,756-10,064-19%$5.3M$5.0M-$302.8K2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED39,48638,473+1,013+3%$3.8M$4.5M+$719.5K2026-11-04
Harbor Investment Advisory, LLC
DECREASED39,34459,530-20,186-34%$5.8M$4.5M-$1.4M2026-10-13
RIA Advisory Group LLC
INCREASED39,20639,071+135+0%$3.8M$4.5M+$628.8K2026-10-15
Cypress Capital Group
INCREASED38,94831,998+6,950+22%$3.1M$4.4M+$1.3M2026-11-03
Beirne Wealth Consulting Services, LLC
INCREASED36,99635,565+1,431+4%$3.5M$4.2M+$721.6K2026-10-19
Pekin Hardy Strauss, Inc.
INCREASED32,97131,239+1,732+6%$3.1M$3.8M+$687.8K2026-11-02
Tactive Advisors, LLC
INCREASED31,60625,521+6,085+24%$2.5M$3.6M+$1.1M2026-10-08
Freemont Management S.A.
UNCHANGED30,00030,00000%$2.9M$3.4M+$471.0K2026-11-02
U S Global Investors Inc
NEW29,800—+29,800——$3.4M—2026-10-22
One Plus One Wealth Management, LLC
INCREASED29,48628,603+883+3%$2.8M$3.4M+$549.7K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED29,09628,036+1,060+4%$2.8M$3.3K-$2.8M2026-11-02
Norman Fields, Gottscho Capital Management, LLC
INCREASED28,24527,681+564+2%$2.7M$3.2M+$498.9K2026-10-05
New Harbor Financial Group, LLC
DECREASED27,53927,584-450%$2.7M$3.1M+$427.9K2026-10-22
SBI Securities Co., Ltd.
DECREASED27,15629,303-2,147-7%$2.9M$3.1M+$215.4K2026-10-22
Steel Grove Capital Advisors, LLC
INCREASED26,61226,304+308+1%$2.6M$3.0M+$448.1K2026-10-13
Fifth Third Bancorp
INCREASED26,59818,327+8,271+45%$1.8M$3.0M+$1.2M2026-11-05
DCF Advisers, LLC
UNCHANGED25,00025,00000%$2.5M$2.8M+$392.5K2026-11-04
Simplex Trading, LLC
INCREASED23,32112,886+10,435+81%$1.3M$2.7M+$1.4M2026-11-04
Corecam AG
INCREASED22,97022,250+720+3%$2.2M$2.6M+$431.4K2026-10-29
Vontobel Holding Ltd.
DECREASED22,55141,570-19,019-46%$4.1M$2.6M-$1.5M2026-10-16
Sapient Capital LLC
INCREASED22,31122,109+202+1%$2.2M$2.5M+$370.1K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED22,22734,164-11,937-35%$3.4M$2.5M-$823.8K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED22,09621,488+608+3%$2.1M$2.5M+$406.7K2026-11-05
Barclays PLC
DECREASED20,12929,761-9,632-32%$2.9M$2.3M-$630.3K2026-11-06
180 Wealth Advisors, LLC
INCREASED18,28117,656+625+4%$1.7M$2.1M+$348.4K2026-11-03
Truist Financial Corp
DECREASED16,32916,338-90%$1.6M$1.9M+$255.4K2026-10-30
Greystone Financial Group, LLC
INCREASED15,25414,351+903+6%$1.4M$1.7M+$328.2K2026-10-26
J. Safra Sarasin Holding AG
INCREASED12,17911,013+1,166+11%$1.2M$1.4M+$206.3K2026-10-26
Evergreen Capital Management LLC
INCREASED11,24410,960+284+3%$1.1M$1.3M+$204.4K2026-10-23
Wespac Advisors SoCal, LLC
DECREASED11,24011,793-553-5%$1.2M$1.3M+$122.1K2026-10-13
Bank of New York Mellon Corp
INCREASED11,1756,330+4,845+77%$622.0K$1.3M+$651.4K2026-11-05
Evermay Wealth Management LLC
DECREASED10,89811,174-276-2%$1.1M$1.2M+$144.0K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED10,0879,146+941+10%$898.6K$1.1M+$250.8K2026-11-04
Asset One Wealth Management LLC
INCREASED9,0286,591+2,437+37%$636.4K$1.0M+$392.4K2026-11-02
Holcombe Financial, Inc.
INCREASED8,7618,622+139+2%$847.1K$998.3K+$151.2K2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED8,3358,33500%$818.9K$949.8K+$130.9K2026-10-27
XML Financial, LLC
INCREASED7,8427,607+235+3%$747.4K$893.6K+$146.2K2026-10-29
Summit Securities Group LLC
DECREASED7,7008,700-1,000-11%$854.8K$877.4K+$22.6K2026-11-05
Meridian Wealth Management, LLC
UNCHANGED7,5747,57400%$744.1K$863.1K+$118.9K2026-11-05
Davenport & Co LLC
INCREASED7,5097,343+166+2%$721.5K$855.7K+$134.2K2026-10-14
Blue Trust, Inc.
DECREASED7,4278,684-1,257-14%$853.2K$846.3K-$6.9K2026-10-15
Lido Advisors, LLC
DECREASED7,0897,115-260%$699.1K$807.8K+$108.7K2026-11-04
Nations Financial Group Inc,
DECREASED6,9687,399-431-6%$727.0K$794.1K+$67.1K2026-11-05
TD Waterhouse Canada Inc.
INCREASED6,9216,189+732+12%$606.8K$778.3K+$171.5K2026-10-16
Moneco Advisors, LLC
INCREASED6,6754,924+1,751+36%$483.8K$760.6K+$276.8K2026-11-05
Grand Central Investment Group
DECREASED6,4246,466-42-1%$635.3K$732.0K+$96.7K2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED6,3006,30000%$619.0K$717.9K+$98.9K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED6,2646,332-68-1%$622.1K$713.8K+$91.7K2026-11-04
Independent Financial Group, LLC
DECREASED6,1876,434-247-4%$632.2K$705.1K+$72.9K2026-10-13
Rhodes Investment Advisors Inc
DECREASED5,9206,020-100-2%$591.5K$674.6K+$83.1K2026-10-07
PNC Financial Services Group, Inc.
DECREASED5,3405,815-475-8%$571.3K$608.5K+$37.2K2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED5,1614,185+976+23%$411.2K$588.1K+$176.9K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED5,08712,375-7,288-59%$1.2M$579.7K-$636.2K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED5,0863,402+1,684+50%$336.3K$564.0K+$227.6K2026-10-13
MH & Associates Securities Management Corp
UNCHANGED5,0575,05700%$496.9K$576.2K+$79.4K2026-10-30
Sovran Advisors, LLC
INCREASED5,0274,669+358+8%$451.9K$507.4K+$55.6K2026-11-02
Hara Capital LLC
UNCHANGED4,9434,94300%$485.7K$563.3K+$77.6K2026-10-30
LexAurum Advisors, LLC
UNCHANGED4,8604,86000%$477.5K$553.8K+$76.3K2026-10-19
Verus Capital Partners, LLC
UNCHANGED4,8254,82500%$474.1K$549.8K+$75.8K2026-11-03
Ballew Advisors, Inc
INCREASED4,8144,751+63+1%$488.9K$547.1K+$58.2K2026-10-05
Radnor Capital Management, LLC
UNCHANGED4,8004,80000%$471.6K$547.0K+$75.4K2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED4,8004,80000%$471.6K$547.0K+$75.4K2026-10-23
Rossby Financial, LCC
UNCHANGED4,6754,67500%$459.3K$532.7K+$73.4K2026-11-05
DBK Financial Counsel, LLC
UNCHANGED4,5414,54100%$446.2K$517.4K+$71.3K2026-10-13
Atria Investments, Inc
NEW4,331—+4,331——$493.5K—2026-10-15
Summer Road LLC
NEW4,300—+4,300——$490.0K—2026-11-05
Focus Financial Network, Inc.
UNCHANGED4,1574,15700%$408.4K$473.7K+$65.3K2026-10-14
MGO One Seven LLC
UNCHANGED4,1284,12800%$405.6K$470.4K+$64.8K2026-10-28
Sigma Planning Corp
DECREASED4,0086,271-2,263-36%$616.1K$456.7K-$159.4K2026-10-23
Inspirion Wealth Advisors, LLC
UNCHANGED3,9593,95900%$388.2K$451.1K+$62.9K2026-10-09
TPG Advisors LLC
UNCHANGED3,9073,90700%$383.9K$445.2K+$61.3K2026-10-16
US Bancorp \de\
INCREASED3,8783,378+500+15%$331.9K$441.9K+$110.0K2026-11-05
Merit Financial Group, LLC
INCREASED3,8053,569+236+7%$350.7K$433.6K+$82.9K2026-11-06
Whalen Wealth Management Inc.
NEW3,782—+3,782——$431.0K—2026-10-08
Baldwin Wealth Partners LLC
UNCHANGED3,7503,75000%$368.4K$427.3K+$58.9K2026-10-13
Citizens Financial Group Inc
UNCHANGED3,5793,57900%$351.6K$407.8K+$56.2K2026-10-23
Cardinal Point Capital Management ULC
UNCHANGED3,5253,52500%$346.3K$401.7K+$55.3K2026-10-21
Nkcfo LLC
DECREASED3,500127,075-123,575-97%$12.5M$399-$12.5M2026-11-04
Rakuten Securities, Inc.
INCREASED3,430683+2,747+402%$67.1K$390.8K+$323.7K2026-11-02
Schwartz Investment Counsel Inc
UNCHANGED3,3603,36000%$330.1K$382.9K+$52.8K2026-10-26
Capital Investment Advisors, LLC
NEW3,295—+3,295——$375.5K—2026-10-22
Veracity Capital LLC
INCREASED3,2363,219+17+1%$316.3K$368.7K+$52.5K2026-10-08
Nova Financial LLC
NEW3,190—+3,190——$363.5K—2026-11-04
Quadrant Private Wealth Management, LLC
UNCHANGED3,1873,18700%$313.2K$363.2K+$50.0K2026-11-04
IFC & Insurance Marketing, Inc.
DECREASED3,1343,185-51-2%$312.9K$357.1K+$44.2K2026-10-16
Shrier Wealth Management, LLC
UNCHANGED3,0903,09000%$303.6K$352.1K+$48.5K2026-10-20
Euro Pacific Asset Management, LLC
UNCHANGED3,0353,03500%$18$345.8K+$345.8K2026-11-03
Fifth Third Securities, Inc.
INCREASED3,0122,246+766+34%$220.7K$343.2K+$122.5K2026-10-21
Canandaigua National Bank & Trust Co
UNCHANGED3,0003,00000%$294.8K$341.9K+$47.1K2026-10-07
Keybank National Association
UNCHANGED3,0003,00000%$294.8K$341.9K+$47.1K2026-11-04
Pettinga Financial Advisors LLC
INCREASED2,9192,794+125+4%$274.5K$332.6K+$58.1K2026-10-13
Brookstone Capital Management
DECREASED2,9033,518-615-17%$345.6K$330.8K-$14.8K2026-10-22
Brighton Jones LLC
DECREASED2,8962,962-66-2%$291.0K$330.0K+$39.0K2026-11-03
HUB Investment Partners, LLC
INCREASED2,8732,406+467+19%$236.4K$327.3K+$90.9K2026-11-03
Modera Wealth Management, LLC
UNCHANGED2,8482,84800%$279.8K$324.6K+$44.7K2026-10-28
Wedbush Securities Inc
DECREASED2,7104,478-1,768-39%$440.0K$309-$439.7K2026-10-22
Warberg Asset Management LLC
DECREASED2,7006,222-3,522-57%$611.3K$307.7K-$303.6K2026-11-02
Integrity Investment Advisors, LLC
UNCHANGED2,6822,68200%$263.5K$305.7K+$42.1K2026-11-03
Levin Capital Strategies, L.P.
UNCHANGED2,5092,50900%$246.5K$285.9K+$39.4K2026-11-02
Journey Advisory Group, LLC
INCREASED2,5032,317+186+8%$227.6K$285.2K+$57.6K2026-11-04
PKS Advisory Services, LLC
UNCHANGED2,4282,42800%$238.5K$238.5K$02026-10-26
New Wave Wealth Advisors LLC
UNCHANGED2,3462,34600%$230.5K$259.5K+$29.0K2026-10-19
Ridgepath Capital Management LLC
UNCHANGED2,3452,34500%$230.4K$267.3K+$36.8K2026-10-29
Chicago Partners Investment Group LLC
INCREASED2,2852,196+89+4%$214.3K$227.0K+$12.7K2026-10-27
AdvisorNet Financial, Inc
DECREASED2,1972,237-40-2%$219.8K$230.1K+$10.3K2026-10-15
Legacy Capital Wealth Partners, LLC
NEW2,170—+2,170——$247.3K—2026-10-21
Chemistry Wealth Management LLC
UNCHANGED2,1622,16200%$212.4K$246.4K+$33.9K2026-10-16
HBW Advisory Services LLC
NEW2,161—+2,161——$246.2K—2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED2,1543,329-1,175-35%$327.1K$245.5K-$81.6K2026-10-16
Clear Point Advisors Inc.
INCREASED2,0872,057+30+1%$202.1K$237.8K+$35.7K2026-10-30
Magnus Financial Group LLC
NEW2,079—+2,079——$236.9K—2026-10-21
Apollon Wealth Management, LLC
NEW2,011—+2,011——$229.2K—2026-10-23
Integrated Advisors Network LLC
NEW2,000—+2,000——$227.9K—2026-10-20
Net Worth Advisory Group
DECREASED1,9982,103-105-5%$206.6K$224.7K+$18.1K2026-10-20
Midwest Trust Co
NEW1,890—+1,890——$215.4K—2026-10-22
Northwest Wealth Management, LLC
NEW1,869—+1,869——$213.0K—2026-10-30
Cooper Financial Group
DECREASED1,8662,167-301-14%$212.9K$212.6K-$2752026-10-07
AlphaStar Capital Management, LLC
NEW1,810—+1,810——$206.3K—2026-10-16
B. Riley Wealth Advisors, Inc.
NEW1,805—+1,805——$205.7K—2026-10-13
International Assets Investment Management, LLC
UNCHANGED1,8051,80500%$177.0K$203.0K+$26.0K2026-11-02
King Luther Capital Management Corp
NEW1,802—+1,802——$205.3K—2026-11-05
Morling Financial Advisors, LLC
UNCHANGED1,8021,80200%$177.0K$205.3K+$28.3K2026-10-28
Well Done, LLC
NEW1,791—+1,791——$204.1K—2026-10-20
Approach Retirement Advisors, LLC
NEW1,786—+1,786——$203.6K—2026-10-22
Blue Zone Wealth Advisors, LLC
NEW1,776—+1,776——$202.4K—2026-10-19
Mission Wealth Management, LP
NEW1,773—+1,773——$202.0K—2026-10-15
Chung Wu Investment Group, LLC
DECREASED1,7006,080-4,380-72%$597.4K$193.7K-$403.6K2026-11-03
Larson Financial Group LLC
UNCHANGED1,6391,63900%$161.0K$186.7K+$25.7K2026-11-05
Ulland Investment Advisors, LLC
NEW1,200—+1,200——$137—2026-10-13
Latitude Advisors, LLC
NEW1,195—+1,195——$136.2K—2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED1,0501,05000%$103.2K$119.6K+$16.5K2026-11-03
Central Trust Co
UNCHANGED1,0011,00100%$98.3K$114.1K+$15.7K2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED93093000%$91.4K$106.0K+$14.6K2026-10-30
Arlington Trust Co LLC
UNCHANGED76576500%$75.2K$87.2K+$12.0K2026-10-20
Vima LLC
UNCHANGED76376300%$75.0K$86.9K+$12.0K2026-10-23
Parallel Advisors, LLC
UNCHANGED75175100%$73.8K$85.6K+$11.8K2026-11-03
Global Trust Asset Management, LLC
NEW709—+709——$80.8K—2026-10-19
Accordant Advisory Group Inc
DECREASED707729-22-3%$71.6K$80.6K+$8.9K2026-10-29
Fortitude Family Office, LLC
UNCHANGED70370300%$69.1K$80.1K+$11.0K2026-10-14
Golden State Wealth Management, LLC
UNCHANGED66566500%$65.3K$75.8K+$10.4K2026-11-02
State of Wyoming
NEW611—+611——$69.6K—2026-10-28
Jnba Financial Advisors
UNCHANGED60060000%$59.0K$68.4K+$9.4K2026-11-03
CoreCap Advisors, LLC
INCREASED564192+372+194%$18.9K$64.3K+$45.4K2026-10-08
Farther Finance Advisors, LLC
DECREASED529752-223-30%$73.9K$60.3K-$13.6K2026-10-08
Transce3nd, LLC
NEW525—+525——$57.0K—2026-10-26
Root Financial Partners, LLC
NEW519—+519——$59.1K—2026-10-21
City Holding Co
UNCHANGED50050000%$49.1K$57.0K+$7.9K2026-10-19
Citizens National Bank Trust Department
UNCHANGED50050000%$49.1K$57.0K+$7.9K2026-11-04
First Premier Bank
UNCHANGED45045000%$44$51+$72026-10-13
Signaturefd, LLC
UNCHANGED45045000%$44.2K$51.3K+$7.1K2026-10-23
Jacobi Capital Management LLC
NEW442—+442——$50.4K—2026-11-05
Ascentis Independent Advisors
NEW414—+414——$47.3K—2026-11-03
AlphaCore Capital LLC
NEW400—+400——$45.6K—2026-11-04
Laurel Wealth Advisors LLC
NEW375—+375——$42.7K—2026-10-27
Markowski Investments
INCREASED365212+153+72%$20.8K$41.6K+$20.8K2026-10-30
Nexus Investment Management ULC
UNCHANGED35035000%$34.4K$39.9K+$5.5K2026-10-27
Private Trust Co NA
DECREASED336611-275-45%$60.0K$38.3K-$21.7K2026-10-20
Lodestone Wealth Management LLC
UNCHANGED31431400%$30.9K$35.8K+$4.9K2026-10-14
Clearstead Advisors, LLC
UNCHANGED30730700%$30.1K$35.0K+$4.8K2026-11-06
Blume Capital Management, Inc.
UNCHANGED29029000%$28.5K$33.0K+$4.6K2026-10-26
Go Invest LLC
NEW262—+262——$29.9K—2026-10-09
CX Institutional
NEW250—+250——$28—2026-10-02
Morton Brown Family Wealth, LLC
INCREASED243202+41+20%$19.8K$27.7K+$7.8K2026-10-23
Clean Yield Group
UNCHANGED24024000%$23.6K$27.3K+$3.8K2026-10-28
Princeton Global Asset Management LLC
UNCHANGED22522500%$22.1K$25.6K+$3.5K2026-10-21
Silver Grove Financial Group, Inc.
INCREASED212179+33+18%$17.6K$24.2K+$6.6K2026-11-05
Bangor Savings Bank
INCREASED1687+161+2300%$688$19.1K+$18.5K2026-10-06
Essex Investment Management Co LLC
UNCHANGED15615600%$15.3K$17.8K+$2.4K2026-10-19
Redwood Park Advisors LLC
UNCHANGED15015000%$14.7K$17.1K+$2.4K2026-11-02
Armstrong Advisory Group, Inc
UNCHANGED14814800%$14.5K$16.9K+$2.3K2026-10-09
Quaker Wealth Management, LLC
UNCHANGED13013000%$12.8K$14.8K+$2.0K2026-10-22
GK Wealth Management LLC
NEW125—+125——$14.2K—2026-10-09
Roxbury Financial LLC
UNCHANGED12112100%$11.9K$13.7K+$1.9K2026-10-01
Lanark Financial, Inc.
DECREASED10010,810-10,710-99%$1.1M$11.4K-$1.1M2026-10-26
Register Financial Advisors LLC
UNCHANGED959500%$9.3K$10.8K+$1.5K2026-10-23
Assetmark, Inc
UNCHANGED909000%$8.8K$10.3K+$1.4K2026-10-21
Highline Wealth Partners LLC
UNCHANGED828200%$8.1K$9.3K+$1.3K2026-10-19
Spire Wealth Management
NEW74—+74——$8.4K—2026-10-30
Ascentis Wealth Management, LLC
NEW72—+72——$8.2K—2026-11-03
Abound Wealth Management
INCREASED6961+8+13%$6.0K$7.9K+$1.9K2026-10-26
Triumph Capital Management
UNCHANGED505000%$4.9K$5.7K+$7862026-10-14
Financial Management Professionals, Inc.
DECREASED3014,797-14,767-100%$1.5M$3.4K-$1.5M2026-10-23
Creative Financial Designs Inc
DECREASED2675-49-65%$7.3K$2.9K-$4.4K2026-11-04
IFP Advisors, Inc
UNCHANGED262600%$2.6K$3.0K+$4092026-10-16
DecisionPoint Financial, LLC
UNCHANGED101000%$981$1.1K+$1442026-10-27
First Command Advisory Services, Inc.
NEW5—+5——$570—2026-11-05
Carota Wealth Management
NEW4—+4——$456—2026-11-03
Vision Financial Markets LLC
UNCHANGED3300%$201$231+$302026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED2200%$201$234+$332026-10-20
Eschaton Opportunities Fund Management LP
CLOSED092,550-92,550-100%$9.1M$0-$9.1M2026-10-23
Heck Capital Advisors, LLC
CLOSED071,374-71,374-100%$7.0M$0-$7.0M2026-10-14
MRA Advisory Group
CLOSED057,166-57,166-100%$5.6M$0-$5.6M2026-10-07
Wellington Shields Capital Management, LLC
CLOSED019,050-19,050-100%$1.9M$0-$1.9M2026-11-03
Confluence Investment Management LLC
CLOSED014,447-14,447-100%$1.4M$0-$1.4M2026-10-01
First Heartland Consultants, Inc.
CLOSED07,685-7,685-100%$755.1K$0-$755.1K2026-10-08
Marathon Strategic Advisors, LLC
CLOSED07,021-7,021-100%$689.8K$0-$689.8K2026-10-20
Belvedere Trading LLC
CLOSED06,369-6,369-100%$625.8K$0-$625.8K2026-11-05
Indivisible Partners
CLOSED04,701-4,701-100%$461.9K$0-$461.9K2026-10-26
Kestra Private Wealth Services, LLC
CLOSED04,377-4,377-100%$430.1K$0-$430.1K2026-10-30
StoneX Group Inc.
CLOSED03,301-3,301-100%$324.3K$0-$324.3K2026-11-03
IPG Investment Advisors LLC
CLOSED02,650-2,650-100%$260.4K$0-$260.4K2026-10-30
Avestar Capital, LLC
CLOSED02,515-2,515-100%$247.1K$0-$247.1K2026-10-28
Globalt Investments LLC / GA
CLOSED02,100-2,100-100%$206.3K$0-$206.3K2026-10-27
Wealth Preservation Advisors, LLC
CLOSED01,219-1,219-100%$119.7K$0-$119.7K2026-11-05
FNY Investment Advisers, LLC
CLOSED0554-554-100%$54$0-$542026-10-16
MCF Advisors LLC
CLOSED0134-134-100%$13.2K$0-$13.2K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED0120-120-100%$11.7K$0-$11.7K2026-10-29
Islay Capital Management, LLC
CLOSED0100-100-100%$9.8K$0-$9.8K2026-10-20
Tucker Asset Management LLC
CLOSED043-43-100%$4.2K$0-$4.2K2026-10-29
JFS Wealth Advisors, LLC
CLOSED017-17-100%$1.7K$0-$1.7K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED011-11-100%$1.1K$0-$1.1K2026-10-14
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
Bank of Montreal
N/A—5,246,794-5,246,794-100%$515.5M———
Bessemer Group Inc
N/A—2,673,565-2,673,565-100%$262.7M———
Morgan Stanley
N/A—2,392,323-2,392,323-100%$235.0M———
UBS Group AG
N/A—2,211,460-2,211,460-100%$217.3M———
Quadrature Capital Ltd
N/A—1,370,091-1,370,091-100%$134.6M———
Rafferty Asset Management, LLC
N/A—1,231,566-1,231,566-100%$121.0M———
Jain Global LLC
N/A—1,073,491-1,073,491-100%$105.5M———
Bank of America Corp
N/A—888,264-888,264-100%$87.3M———
Goldman Sachs Group Inc
N/A—842,207-842,207-100%$82.7M———
JPMorgan Chase & Co
N/A—795,822-795,822-100%$78.7M———
D. E. Shaw & Co., Inc.
N/A—720,302-720,302-100%$70.8M———
LPL Financial LLC
N/A—709,816-709,816-100%$69.7M———
BNP Paribas Financial Markets
N/A—697,071-697,071-100%$68.5M———
Susquehanna International Group, LLP
N/A—679,564-679,564-100%$66.8M———
Cetera Investment Advisers
N/A—659,569-659,569-100%$64.8M———
Capitolis Liquid Global Markets LLC
N/A—560,000-560,000-100%$55.0M———
Nearwater Capital Markets, Ltd
N/A—450,000-450,000-100%$44.2M———
Panview Capital Ltd
N/A—405,853-405,853-100%$39.9M———
Invesco Ltd.
N/A—402,475-402,475-100%$39.5M———
Wells Fargo & Company
N/A—392,248-392,248-100%$38.5M———
Renaissance Technologies LLC
N/A—355,276-355,276-100%$34.9M———
Woodline Partners LP
N/A—354,837-354,837-100%$34.9M———
Jane Street Group, LLC
N/A—325,470-325,470-100%$32.0M———
Artisan Partners Limited Partnership
N/A—308,990-308,990-100%$30.4M———
GTS Securities LLC
N/A—279,025-279,025-100%$27.4M———
Millennium Management LLC
N/A—272,906-272,906-100%$26.8M———
Two Sigma Investments, LP
N/A—261,700-261,700-100%$25.7M———
Stifel Financial Corp
N/A—242,314-242,314-100%$23.8M———
National Bank of Canada
N/A—201,477-201,477-100%$19.8M———
Bearing Point Capital, LLC
N/A—168,267-168,267-100%$16.5M———
Royal Bank of Canada
N/A—160,963-160,963-100%$15.8M———
Fielder Capital Group LLC
N/A—144,938-144,938-100%$14.2M———
Raymond James Financial Inc
N/A—140,726-140,726-100%$13.8M———
Walleye Capital LLC
N/A—135,000-135,000-100%$13.3M———
Jump Financial, LLC
N/A—130,854-130,854-100%$12.9M———
Hollencrest Capital Management
N/A—122,976-122,976-100%$12.1M———
Qube Research & Technologies Ltd
N/A—117,834-117,834-100%$11.6M———
Scotia Capital Inc.
N/A—114,525-114,525-100%$11.3M———
Point72 Asset Management, L.P.
N/A—114,340-114,340-100%$11.2M———
Royce & Associates LP
N/A—114,000-114,000-100%$11.2M———
HighTower Advisors, LLC
N/A—112,945-112,945-100%$11.1M———
Mainstay Capital Management LLC
N/A—112,635-112,635-100%$11.1M———
Captrust Financial Advisors
N/A—111,129-111,129-100%$10.9M———
Bank of Nova Scotia
N/A—106,492-106,492-100%$10.5M———
Ingalls & Snyder LLC
N/A—102,000-102,000-100%$10.0M———
HRT Financial LP
N/A—101,290-101,290-100%$10.0M———
Advisory Services Network, LLC
N/A—98,314-98,314-100%$9.7M———
Mizuho Markets Cayman LP
N/A—92,502-92,502-100%$9.1M———
Nwam LLC
N/A—91,586-91,586-100%$9.0M———
Easterly Investment Partners LLC
N/A—87,941-87,941-100%$8.6M———
Smith, Moore & Co.
N/A—85,401-85,401-100%$8.4M———
Foundations Investment Advisors, LLC
N/A—77,298-77,298-100%$7.6M———
Quantitative Investment Management, LLC
N/A—77,242-77,242-100%$7.6M———
Federation des caisses Desjardins du Quebec
N/A—74,466-74,466-100%$7.3M———
Ameriprise Financial Inc
N/A—71,273-71,273-100%$7.0M———
Amundi
N/A—69,397-69,397-100%$6.8M———
Benjamin Edwards Inc
N/A—62,647-62,647-100%$6.2M———
CIBC World Market Inc.
N/A—61,527-61,527-100%$6.0M———
Old Mission Capital LLC
N/A—58,255-58,255-100%$5.7M———
Oxbow Advisors, LLC
N/A—56,298-56,298-100%$5.5M———
Copley Financial Group, Inc.
N/A—55,468-55,468-100%$5.4M———
Franklin Resources Inc
N/A—50,200-50,200-100%$4.9M———
Walleye Trading LLC
N/A—50,108-50,108-100%$4.9M———
Intrepid Family Office LLC
N/A—50,000-50,000-100%$4.9M———
Tower Research Capital LLC (TRC)
N/A—48,422-48,422-100%$4.8M———
Osaic Holdings, Inc.
N/A—48,207-48,207-100%$4.7M———
Marex Group Ltd
N/A—47,418-47,418-100%$4.7M———
Rockefeller Capital Management L.P.
N/A—47,279-47,279-100%$4.6M———
Envestnet Asset Management Inc
N/A—45,767-45,767-100%$4.5M———
Beacon Pointe Advisors, LLC
N/A—43,034-43,034-100%$4.2M———
Sanctuary Advisors, LLC
N/A—41,872-41,872-100%$4.1M———
Bard Associates Inc
N/A—41,699-41,699-100%$4.1M———
Money Concepts Capital Corp
N/A—41,144-41,144-100%$4.0M———
Cura Wealth Advisors, LLC
N/A—39,096-39,096-100%$3.8M———
Polar Asset Management Partners Inc.
N/A—39,079-39,079-100%$3.8M———
K.J. Harrison & Partners Inc
N/A—37,285-37,285-100%$3.7M———
Bleakley Financial Group, LLC
N/A—36,303-36,303-100%$3.6M———
Chelsea Counsel Co
N/A—35,260-35,260-100%$3.5M———
West Family Investments, Inc.
N/A—34,500-34,500-100%$98———
Balyasny Asset Management L.P.
N/A—34,100-34,100-100%$3.4M———
Thompson David Blair
N/A—33,790-33,790-100%$3.3M———
Prelude Capital Management, LLC
N/A—33,000-33,000-100%$3.2M———
Cerity Partners LLC
N/A—32,813-32,813-100%$3.2M———
Titan Global Capital Management USA LLC
N/A—30,718-30,718-100%$3.0M———
Spruce Point Capital Management, LLC
N/A—30,000-30,000-100%$2.9M———
Insigneo Advisory Services, LLC
N/A—29,859-29,859-100%$2.9M———
Mercer Global Advisors Inc
N/A—29,736-29,736-100%$2.9M———
SG Americas Securities, LLC
N/A—29,026-29,026-100%$2.9M———
Proficio Capital Partners LLC
N/A—25,500-25,500-100%$2.5M———
PCG Wealth Advisors, LLC
N/A—24,227-24,227-100%$2.4M———
Moon Capital Management LP
N/A—23,927-23,927-100%$2.4M———
Twin Tree Management, LP
N/A—22,945-22,945-100%$2.3M———
United Capital Financial Advisors, LLC
N/A—22,553-22,553-100%$2.2M———
Tudor Investment Corp ET AL
N/A—21,927-21,927-100%$2.2M———
Xcelsior Advisor Partners LLC
N/A—21,901-21,901-100%$2.2M———
Nokomis Capital, L.L.C.
N/A—21,515-21,515-100%$2.1M———
Pine Valley Investments Ltd Liability Co
N/A—21,297-21,297-100%$2.1M———
Baird Financial Group, Inc.
N/A—21,290-21,290-100%$2.1M———
Wealthfront Advisers LLC
N/A—21,248-21,248-100%$2.1M———
Main Street Financial Solutions, LLC
N/A—20,450-20,450-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—19,435-19,435-100%$1.9M———
Camarda Financial Advisors, LLC
N/A—19,364-19,364-100%$1.9M———
Marshall Wace, LLP
N/A—19,228-19,228-100%$1.9M———
Anson Funds Management LPA
N/A—17,200-17,200-100%$1.7M———
&partners
N/A—17,168-17,168-100%$2.5M———
XTX Topco Ltd
N/A—16,456-16,456-100%$1.6M———
MAI Capital Management
N/A—15,993-15,993-100%$1.6M———
CMT Capital Markets Trading GmbH
N/A—15,639-15,639-100%$1.5M———
Johnson Investment Counsel Inc
N/A—15,083-15,083-100%$1.5M———
Apriem Advisors
N/A—15,000-15,000-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—14,945-14,945-100%$1.5M———
FMR LLC
N/A—14,857-14,857-100%$1.5M———
Eschler Asset Management LLP
N/A—14,245-14,245-100%$1.4M———
Everstar Asset Management, LLC
N/A—14,174-14,174-100%$1.4M———
Fiduciary Trust Co
N/A—13,510-13,510-100%$1.3M———
Blair William & Co
N/A—13,182-13,182-100%$1.3M———
Private Advisor Group, LLC
N/A—12,387-12,387-100%$1.2M———
DV Trading LLC
N/A—11,994-11,994-100%$1.2M———
MML Investors Services, LLC
N/A—11,984-11,984-100%$1.2M———
Gotham Asset Management, LLC
N/A—11,532-11,532-100%$1.1M———
NewEdge Advisors, LLC
N/A—11,406-11,406-100%$1.1M———
LGL Partners, LLC
N/A—11,308-11,308-100%$1.1M———
Foster & Motley Inc
N/A—10,586-10,586-100%$1.0M———
ION Fund Management Ltd
N/A—10,350-10,350-100%$1.0M———
WCG Wealth Advisors LLC
N/A—10,131-10,131-100%$995.4K———
Keebeck Wealth Management
N/A—10,000-10,000-100%$982.5K———
LSP Investment Advisors, LLC
N/A—9,988-9,988-100%$981.3K———
Deutsche Bank Ag\
N/A—9,950-9,950-100%$977.6K———
Moors & Cabot, Inc.
N/A—9,884-9,884-100%$971.1K———
Kovack Advisors, Inc.
N/A—9,815-9,815-100%$962.4K———
VAN DEN Berg Management I, Inc
N/A—9,672-9,672-100%$950.3K———
Aster Capital Management (Difc) Ltd
N/A—9,455-9,455-100%$929.0K———
Cannell & Spears LLC
N/A—9,125-9,125-100%$896.5K———
Stratos Wealth Partners, Ltd.
N/A—9,095-9,095-100%$893.7K———
Mariner, LLC
N/A—9,084-9,084-100%$892.5K———
Harbour Investments, Inc.
N/A—9,080-9,080-100%$892.1K———
Cresset Asset Management, LLC
N/A—8,852-8,852-100%$869.7K———
Level Four Advisory Services, LLC
N/A—8,828-8,828-100%$867.4K———
Tidal Investments LLC
N/A—8,388-8,388-100%$824.1K———
Tocqueville Asset Management L.P.
N/A—8,198-8,198-100%$805.5K———
Janney Montgomery Scott LLC
N/A—8,118-8,118-100%$798.0K———
Evercore Wealth Management, LLC
N/A—8,000-8,000-100%$786.0K———
Geneos Wealth Management Inc.
N/A—7,928-7,928-100%$778.9K———
Headlands Technologies LLC
N/A—7,754-7,754-100%$761.8K———
Crestmont Private Wealth LLC
N/A—7,169-7,169-100%$704.4K———
Essex Financial Services, Inc.
N/A—6,679-6,679-100%$656.2K———
Ancora Advisors LLCA
N/A—6,558-6,558-100%$644.3K———
Focus Partners Advisor Solutions, LLC
N/A—6,511-6,511-100%$639.7K———
Silver OAK Securities, Incorporated
N/A—6,497-6,497-100%$638.3K———
Clearwater Capital Advisors, LLC
N/A—6,441-6,441-100%$632.8K———
360 Financial, Inc.
N/A—6,290-6,290-100%$617.9K———
Beck Mack & Oliver LLC
N/A—6,100-6,100-100%$599.3K———
Integrated Wealth Concepts LLC
N/A—5,987-5,987-100%$588.2K———
IHT Wealth Management, LLC
N/A—5,928-5,928-100%$582.5K———
Barometer Capital Management Inc.
N/A—5,900-5,900-100%$579.7K———
Natixis
N/A—5,863-5,863-100%$576.0K———
Focus Partners Wealth
N/A—5,721-5,721-100%$562.2K———
Schonfeld Strategic Advisors LLC
N/A—5,695-5,695-100%$559.5K———
Optiver Holding B.V.
N/A—5,685-5,685-100%$558.6K———
AQR Capital Management LLC
N/A—5,594-5,594-100%$549.6K———
Group One Trading LLC
N/A—5,576-5,576-100%$547.8K———
Stephens Inc
N/A—5,560-5,560-100%$546.3K———
Horizon Kinetics Asset Management LLC
N/A—5,531-5,531-100%$543.4K———
Squarepoint Ops LLC
N/A—5,420-5,420-100%$532.5K———
Northern Trust Corp
N/A—5,417-5,417-100%$532.2K———
Fiduciary Financial Advisors
N/A—5,312-5,312-100%$521.9K———
Ibex Wealth Advisors
N/A—5,300-5,300-100%$520.7K———
Financial Gravity Companies, Inc.
N/A—5,115-5,115-100%$502.5K———
IEQ Capital, LLC
N/A—5,096-5,096-100%$500.7K———
Toronto Dominion Bank
N/A—5,094-5,094-100%$500.5K———
Pathstone Holdings, LLC
N/A—5,090-5,090-100%$500.1K———
Citadel Advisors LLC
N/A—5,030-5,030-100%$494.2K———
Verition Fund Management LLC
N/A—5,000-5,000-100%$491.3K———
Western Wealth Management, LLC
N/A—4,830-4,830-100%$474.5K———
Douglass Winthrop Advisors, LLC
N/A—4,685-4,685-100%$460.3K———
Sequoia Financial Advisors, LLC
N/A—4,613-4,613-100%$453.2K———
EFG International AG
N/A—4,418-4,418-100%$434.1K———
Vanguard National Trust Co
N/A—4,400-4,400-100%$432.3K———
Connective Capital Management, LLC
N/A—4,058-4,058-100%$398.7K———
Sumitomo Mitsui Financial Group, Inc.
N/A—4,034-4,034-100%$396.3K———
National Philanthropic Trust
N/A—4,023-4,023-100%$395.3K———
Bluefin Capital Management, LLC
N/A—3,900-3,900-100%$383.2K———
Genesis Financial Group, LLC
N/A—3,900-3,900-100%$383.2K———
Crabel Capital Management, LLC
N/A—3,855-3,855-100%$378.8K———
Atlantic Union Bankshares Corp
N/A—3,811-3,811-100%$374.4K———
SlateStone Wealth, LLC
N/A—3,750-3,750-100%$368.0K———
CapitalatWork S.A.
N/A—3,690-3,690-100%$363.0K———
Fortis Advisors, LLC
N/A—3,681-3,681-100%$361.6K———
JTC Employer Solutions Trustee Ltd
N/A—3,452-3,452-100%$339.0K———
Rock Point Advisors, LLC
N/A—3,387-3,387-100%$332.8K———
Orion Porfolio Solutions, LLC
N/A—3,365-3,365-100%$330.6K———
Hemenway Trust Co LLC
N/A—3,300-3,300-100%$324.2K———
Rathbones Group PLC
N/A—3,065-3,065-100%$301.1K———
Mutual Advisors, LLC
N/A—3,018-3,018-100%$296.5K———
Mizuho Securities USA LLC
N/A—3,000-3,000-100%$360.1K———
Oppenheimer & Close, LLC
N/A—3,000-3,000-100%$294.8K———
Gladstone Institutional Advisory LLC
N/A—2,986-2,986-100%$293.4K———
Regatta Research & Money Management
N/A—2,981-2,981-100%$292.9K———
Kiker Wealth Management, LLC
N/A—2,921-2,921-100%$287.0K———
CIBC Bancorp USA Inc.
N/A—2,897-2,897-100%$284.6K———
Waverly Advisors, LLC
N/A—2,725-2,725-100%$267.7K———
Edgestream Partners, L.P.
N/A—2,723-2,723-100%$267.5K———
Innovative Asset Advisors Group, LLC
N/A—2,691-2,691-100%$264.4K———
Two Sigma Securities, LLC
N/A—2,639-2,639-100%$259.3K———
Peak Planning Group, LLC
N/A—2,524-2,524-100%$248.0K———
Advyzon Investment Management, LLC
N/A—2,516-2,516-100%$247.2K———
Permanent Capital Management, LP
N/A—2,509-2,509-100%$246.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,500-2,500-100%$245.6K———
Mosaic Family Wealth Partners, LLC
N/A—2,492-2,492-100%$244.8K———
Empirical Asset Management, LLC
N/A—2,453-2,453-100%$241.0K———
American Money Management, LLC
N/A—2,394-2,394-100%$235.2K———
Rothschild Wealth LLC
N/A—2,385-2,385-100%$234.3K———
Silvercrest Asset Management Group LLC
N/A—2,370-2,370-100%$232.9K———
NorthCoast Asset Management LLC
N/A—2,300-2,300-100%$226.0K———
Ketron Financial
N/A—2,291-2,291-100%$225.1K———
Marathon Trading Investment Management LLC
N/A—2,200-2,200-100%$216.2K———
JMN Financial LLC
N/A—2,107-2,107-100%$207.0K———
Wealthspire Advisors, LLC
N/A—2,094-2,094-100%$205.7K———
Equitable Holdings, Inc.
N/A—2,036-2,036-100%$200.0K———
World Investment Advisors
N/A—1,960-1,960-100%$202.6K———
Main Management LLC
N/A—1,764-1,764-100%$173.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,550-1,550-100%$152.3K———
Millstone Evans Group, LLC
N/A—1,402-1,402-100%$137.7K———
Strategic Wealth Partners, Ltd.
N/A—1,401-1,401-100%$137.7K———
Huntington National Bank
N/A—1,166-1,166-100%$114.6K———
Howe & Rusling Inc
N/A—1,164-1,164-100%$114.4K———
Caitlin John, LLC
N/A—1,106-1,106-100%$108.6K———
IMA Advisory Services, Inc.
N/A—1,088-1,088-100%$106.9K———
AE Wealth Management LLC
N/A—968-968-100%$95.1K———
Continuum Advisory, LLC
N/A—929-929-100%$91.3K———
Sachetta, LLC
N/A—880-880-100%$86.5K———
Keating Financial Advisory Services, Inc.
N/A—800-800-100%$78.6K———
Atlas Capital Advisors Inc.
N/A—800-800-100%$78.6K———
BlackRock, Inc.
N/A—750-750-100%$73.7K———
Aptus Capital Advisors, LLC
N/A—706-706-100%$69.4K———
Global Retirement Partners, LLC
N/A—536-536-100%$52.7K———
HM Payson & Co
N/A—530-530-100%$52.1K———
LRI Investments, LLC
N/A—500-500-100%$49.1K———
Parvin Asset Management, LLC
N/A—400-400-100%$39.3K———
Arax Advisory Partners
N/A—381-381-100%$37.4K———
Ameriflex Group, Inc.
N/A—352-352-100%$34.6K———
Allworth Financial LP
N/A—336-336-100%$33.0K———
Front Row Advisors LLC
N/A—300-300-100%$35.6K———
Mcguire Capital Advisors Inc
N/A—250-250-100%$24.6K———
Colonial Trust Co / SC
N/A—250-250-100%$24.6K———
Colonial Trust Advisors
N/A—250-250-100%$24.6K———
Whittier Trust Co
N/A—175-175-100%$18.2K———
Rothschild Investment LLC
N/A—160-160-100%$15.7K———
PIN OAK Investment Advisors Inc
N/A—150-150-100%$15———
Strategic Investment Solutions, Inc.
N/A—127-127-100%$12.5K———
Copia Wealth Management
N/A—125-125-100%$12.3K———
Ameritas Advisory Services, LLC
N/A—111-111-100%$10.9K———
Burnham & Co LLC
N/A—85-85-100%$8.4K———
IFG Advisory, LLC
N/A—73-73-100%$7.2K———
Allied Private Wealth LLC
N/A—54-54-100%$5.2K———
Founders Financial Alliance, LLC
N/A—50-50-100%$4.9K———
Roble, Belko & Company, Inc
N/A—47-47-100%$5———
Winch Advisory Services, LLC
N/A—42-42-100%$4.2K———
Game Plan Financial Advisors, LLC
N/A—37-37-100%$3.7K———
IAG Wealth Partners, LLC
N/A—28-28-100%$2.8K———
Cheviot Value Management, LLC
N/A—10-10-100%$983———
Cypress Capital Management LLC (WY)
N/A—2-2-100%$197———
Russell Investments Group, Ltd.
N/A—1-1-100%$98———
Oakmont Advisory Group, LLC
N/A—00—$5———
Showing 497 of 497 institutions