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Vaneck Intermediate Muni ETF (ITM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares1,080,675 from 1,055,190
Change+25,485 (+2%)
Value$47.5M (-$2.0M)
Filed 2026-10-14
Willis Johnson Wealth, Inc.
DECREASED
Shares690,444 from 993,572
Change-303,128 (-31%)
Value$30.4M (-$16.3M)
Filed 2026-11-03
CX Institutional
INCREASED
Shares572,494 from 533,148
Change+39,346 (+7%)
Value$25.2K (+$137)
Filed 2026-10-02
Mather Group, Llc.
INCREASED
Shares490,078 from 450,660
Change+39,418 (+9%)
Value$21.6M (+$386.9K)
Filed 2026-10-14
Davidson Investment Advisors
DECREASED
Shares385,676 from 410,872
Change-25,196 (-6%)
Value$17.0M (-$2.3M)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED
Shares294,244 from 304,032
Change-9,788 (-3%)
Value$12.9M (-$1.3M)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares258,602 from 418,825
Change-160,223 (-38%)
Value$11.4M (-$8.2M)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares210,278 from 6,058
Change+204,220 (+3371%)
Value$9.3M (+$9.0M)
Filed 2026-10-13
Focus Wealth Advisors, LLC
DECREASED
Shares167,761 from 184,357
Change-16,596 (-9%)
Value$7.4M (-$1.3M)
Filed 2026-10-14
Park Avenue Securities LLC
DECREASED
Shares164,492 from 178,322
Change-13,830 (-8%)
Value$7.2K (-$8.4M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares163,834 from 55,598
Change+108,236 (+195%)
Value$7.2M (+$4.6M)
Filed 2026-10-29
J.Safra Asset Management Corp
INCREASED
Shares158,631 from 53,272
Change+105,359 (+198%)
Value$7.0M (+$4.5M)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED
Shares110,505 from 98,793
Change+11,712 (+12%)
Value$4.9M (+$220.0K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares103,529 from 99,419
Change+4,110 (+4%)
Value$4.6M (-$116.4K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares85,944 from 81,828
Change+4,116 (+5%)
Value$3.8M (-$63.6K)
Filed 2026-11-04
Fulton Bank, N.A.
DECREASED
Shares80,590 from 82,911
Change-2,321 (-3%)
Value$3.5M (-$350.0K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares79,047 from 68,457
Change+10,590 (+15%)
Value$3.5M (+$261.3K)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares75,788 from 11,945
Change+63,843 (+534%)
Value$3.3M (+$2.8M)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares68,695 from 70,293
Change-1,598 (-2%)
Value$3.0M (-$280.5K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares68,637 from 20,545
Change+48,092 (+234%)
Value$3.0M (+$2.1M)
Filed 2026-10-22
Simon Quick Advisors, LLC
DECREASED
Shares63,831 from 94,341
Change-30,510 (-32%)
Value$2.8M (-$1.6M)
Filed 2026-10-26
Vicus Capital
DECREASED
Shares60,700 from 61,494
Change-794 (-1%)
Value$2.7M (-$218.8K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares58,451 from 42,022
Change+16,429 (+39%)
Value$2.6M (+$597.2K)
Filed 2026-11-04
A4 Wealth Advisors LLC
INCREASED
Shares44,462 from 7,111
Change+37,351 (+525%)
Value$2.0M (+$1.6M)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares43,003 from 51,582
Change-8,579 (-17%)
Value$1.9K (-$2.4M)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares35,122 from 35,184
Change-62 (0%)
Value$1.5M (-$107.9K)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares32,585 from 33,084
Change-499 (-2%)
Value$1.4M (-$120.9K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares32,472 from 31,759
Change+713 (+2%)
Value$1.4M (-$63.6K)
Filed 2026-10-29
One Advisory Partners, LLC
INCREASED
Shares31,499 from 13,509
Change+17,990 (+133%)
Value$1.4M (+$751.2K)
Filed 2026-10-22
1620 Investment Advisors, Inc.
INCREASED
Shares30,792 from 26,082
Change+4,710 (+18%)
Value$1.4M (+$129.3K)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares28,043 from 7,574
Change+20,469 (+270%)
Value$1.2M (+$878.0K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED
Shares26,942 from 26,942
Change0 (0%)
Value$1.2M (-$80.6K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares26,370 from 33,235
Change-6,865 (-21%)
Value$1.2M (-$401.4K)
Filed 2026-10-20
Idaho Trust Co
INCREASED
Shares19,956 from 19,748
Change+208 (+1%)
Value$878.1K (-$49.9K)
Filed 2026-11-04
Able Wealth Management LLC
NEW
Shares18,159
Change+18,159
Value$802.1K
Filed 2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED
Shares17,625 from 13,754
Change+3,871 (+28%)
Value$775.5K (+$129.2K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares17,244 from 9,583
Change+7,661 (+80%)
Value$758.7K (+$308.4K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,991 from 20,233
Change-3,242 (-16%)
Value$748 (-$950.3K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
NEW
Shares16,584
Change+16,584
Value$729.7K
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares16,110
Change+16,110
Value$757.0K
Filed 2026-10-29
MY Wealth Management Inc.
UNCHANGED
Shares16,007 from 16,007
Change0 (0%)
Value$704.3K (-$47.9K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares15,956 from 14,648
Change+1,308 (+9%)
Value$702.1K (+$13.8K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares15,874 from 15,874
Change0 (0%)
Value$698.5K (-$47.5K)
Filed 2026-10-27
Aquire Wealth Advisors, LLC
DECREASED
Shares15,421 from 15,843
Change-422 (-3%)
Value$678.5K (-$65.9K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares14,823 from 15,250
Change-427 (-3%)
Value$652.2K (-$64.4K)
Filed 2026-10-22
LCW Services, LLC
DECREASED
Shares13,829 from 28,693
Change-14,864 (-52%)
Value$608.5K (-$739.8K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
INCREASED
Shares13,566 from 10,510
Change+3,056 (+29%)
Value$598.9K (+$106.3K)
Filed 2026-10-19
Confluence Investment Management LLC
NEW
Shares13,388
Change+13,388
Value$589.1K
Filed 2026-10-01
Private Trust Co NA
INCREASED
Shares12,348 from 12,347
Change+1 (+0%)
Value$543.3K (-$36.9K)
Filed 2026-10-20
Curbstone Financial Management Corp
UNCHANGED
Shares12,250 from 12,250
Change0 (0%)
Value$539.0K (-$36.6K)
Filed 2026-10-21
Rinkey Investments
UNCHANGED
Shares12,109 from 12,109
Change0 (0%)
Value$532.8K (-$36.2K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares11,849 from 11,849
Change0 (0%)
Value$521.4K (-$35.4K)
Filed 2026-11-05
Lee Financial Co
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$462.0K (-$31.4K)
Filed 2026-10-16
Gradient Investments LLC
DECREASED
Shares10,321 from 13,916
Change-3,595 (-26%)
Value$454.1K (-$199.8K)
Filed 2026-10-08
VestGen Advisors, LLC
UNCHANGED
Shares10,283 from 10,283
Change0 (0%)
Value$452.5K (-$30.7K)
Filed 2026-10-27
Family Capital Management, Inc.
DECREASED
Shares9,863 from 9,905
Change-42 (0%)
Value$434.0K (-$31.4K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares9,803 from 10,250
Change-447 (-4%)
Value$431.3K (-$50.3K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
UNCHANGED
Shares9,464 from 9,464
Change0 (0%)
Value$416.4K (-$28.3K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares9,102
Change+9,102
Value$400.5K
Filed 2026-10-19
Apella Capital, LLC
NEW
Shares9,020
Change+9,020
Value$396.5K
Filed 2026-10-08
Hummer Financial Advisory Services Inc
UNCHANGED
Shares8,750 from 8,750
Change0 (0%)
Value$385.0K (-$26.2K)
Filed 2026-10-09
WBH Advisory Inc
DECREASED
Shares8,159 from 14,418
Change-6,259 (-43%)
Value$359.0K (-$318.5K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
NEW
Shares7,720
Change+7,720
Value$352.3K
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares7,690 from 15,299
Change-7,609 (-50%)
Value$338.4K (-$380.5K)
Filed 2026-10-26
Clear Retirement Advice LLC
UNCHANGED
Shares7,552 from 7,552
Change0 (0%)
Value$332.3K (-$22.6K)
Filed 2026-10-22
Roan Capital Partners
DECREASED
Shares7,213 from 7,922
Change-709 (-9%)
Value$317.4K (-$54.9K)
Filed 2026-10-09
Westside Investment Management, Inc.
DECREASED
Shares6,949 from 22,853
Change-15,904 (-70%)
Value$305.8K (-$768.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares6,927 from 28,325
Change-21,398 (-76%)
Value$304.8K (-$1.0M)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares6,591 from 6,573
Change+18 (+0%)
Value$290.0K (-$18.8K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
DECREASED
Shares6,036 from 6,824
Change-788 (-12%)
Value$265.6K (-$55.1K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,750 from 4,457
Change+1,293 (+29%)
Value$253.0K (+$43.6K)
Filed 2026-10-16
Richmond Investment Services, LLC
NEW
Shares5,733
Change+5,733
Value$252.3K
Filed 2026-10-29
Financial Solutions Advisory Group, Inc.
NEW
Shares5,698
Change+5,698
Value$255.4K
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
NEW
Shares5,130
Change+5,130
Value$225.7K
Filed 2026-10-13
J.M. Arbour, LLC
UNCHANGED
Shares4,810 from 4,810
Change0 (0%)
Value$211.6K (-$14.4K)
Filed 2026-11-05
Hardin Capital Partners, LLC
UNCHANGED
Shares4,610 from 4,610
Change0 (0%)
Value$202.8K (-$13.9K)
Filed 2026-10-09
Prospera Financial Services Inc
NEW
Shares4,469
Change+4,469
Value$204.5K
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares4,026 from 9,825
Change-5,799 (-59%)
Value$177.1K (-$284.5K)
Filed 2026-10-28
Gamma Investing LLC
NEW
Shares3,761
Change+3,761
Value$165.5K
Filed 2026-10-08
Southern Michigan Bank & Trust
INCREASED
Shares3,366 from 3,281
Change+85 (+3%)
Value$148.1K (-$6.1K)
Filed 2026-10-19
Independence Bank of Kentucky
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$99.8K (-$6.8K)
Filed 2026-10-26
Signature Equity Partners, LLC
UNCHANGED
Shares2,201 from 2,201
Change0 (0%)
Value$96.8K (-$6.6K)
Filed 2026-10-29
Winthrop Capital Management, LLC
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$73.2K (-$4.8K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares1,234 from 1,760
Change-526 (-30%)
Value$54.3K (-$28.4K)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$50.0K (-$3.4K)
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$48.2K (-$3.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares910 from 907
Change+3 (+0%)
Value$40.0K (-$2.6K)
Filed 2026-10-08
CoreCap Advisors, LLC
NEW
Shares482
Change+482
Value$21.2K
Filed 2026-10-08
Point Nemo Capital, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$19.5K (-$1.3K)
Filed 2026-11-03
Eukles Asset Management
NEW
Shares388
Change+388
Value$17.1K
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$15.5K (-$1.1K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
NEW
Shares347
Change+347
Value$15.3K
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$4.9K (-$332)
Filed 2026-10-05
Tsfg, LLC
DECREASED
Shares95 from 317
Change-222 (-70%)
Value$4 (-$15.0K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.7K (-$185)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares2
Change+2
Value$88
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$88 (-$100)
Filed 2026-10-23
Choreo, LLC
CLOSED
Shares0 from 19,049
Change-19,049 (-100%)
Value$0 (-$895.1K)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$390.4K)
Filed 2026-11-04
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 10,095
Change-10,095 (-100%)
Value$0 (-$474.4K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 9,694
Change-9,694 (-100%)
Value$0 (-$455.5K)
Filed 2026-11-03
FF Advisors,LLC
CLOSED
Shares0 from 7,381
Change-7,381 (-100%)
Value$0 (-$346.8K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 5,973
Change-5,973 (-100%)
Value$0 (-$277.3K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 5,434
Change-5,434 (-100%)
Value$0 (-$255.3K)
Filed 2026-10-21
RDA Financial Network
CLOSED
Shares0 from 4,449
Change-4,449 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,555
Change-1,555 (-100%)
Value$0 (-$72.8K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 1,433
Change-1,433 (-100%)
Value$0 (-$67.3K)
Filed 2026-11-03
Simplex Trading, LLC
CLOSED
Shares0 from 262
Change-262 (-100%)
Value$0 (-$12.3K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-13
Signaturefd, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-23
Assetmark, Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$235)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-20
Bank of America Corp
N/A
Shares— from 16,956,012
Change-16,956,012 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,716,899
Change-3,716,899 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,405,914
Change-2,405,914 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,565,084
Change-1,565,084 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,356,868
Change-1,356,868 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 892,083
Change-892,083 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 862,113
Change-862,113 (-100%)
Value—
FMR LLC
N/A
Shares— from 734,240
Change-734,240 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 600,420
Change-600,420 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 560,723
Change-560,723 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 499,334
Change-499,334 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 443,181
Change-443,181 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 377,439
Change-377,439 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 328,395
Change-328,395 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 316,834
Change-316,834 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 314,727
Change-314,727 (-100%)
Value—
UBS Group AG
N/A
Shares— from 278,953
Change-278,953 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 148,723
Change-148,723 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 147,698
Change-147,698 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 123,275
Change-123,275 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 112,899
Change-112,899 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 103,042
Change-103,042 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 91,330
Change-91,330 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 85,855
Change-85,855 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 60,968
Change-60,968 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,785
Change-51,785 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 40,061
Change-40,061 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 34,149
Change-34,149 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 33,134
Change-33,134 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,522
Change-25,522 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,623
Change-24,623 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 24,283
Change-24,283 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,712
Change-22,712 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 19,560
Change-19,560 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,961
Change-16,961 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,013
Change-16,013 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,585
Change-15,585 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 15,457
Change-15,457 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 15,431
Change-15,431 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,086
Change-15,086 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 15,011
Change-15,011 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 14,157
Change-14,157 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,754
Change-13,754 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 12,706
Change-12,706 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 12,636
Change-12,636 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 12,271
Change-12,271 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,177
Change-12,177 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,497
Change-10,497 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 10,075
Change-10,075 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
&partners
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,444
Change-9,444 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,455
Change-8,455 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,304
Change-7,304 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,033
Change-6,033 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Quarry LP
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 882
Change-882 (-100%)
Value—
Blair William & Co
N/A
Shares— from 867
Change-867 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 426
Change-426 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 303
Change-303 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 234
Change-234 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 155
Change-155 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 89
Change-89 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 40
Change-40 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2
Change-2 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED1,080,6751,055,190+25,485+2%$49.6M$47.5M-$2.0M2026-10-14
Willis Johnson Wealth, Inc.
DECREASED690,444993,572-303,128-31%$46.7M$30.4M-$16.3M2026-11-03
CX Institutional
INCREASED572,494533,148+39,346+7%$25.1K$25.2K+$1372026-10-02
Mather Group, Llc.
INCREASED490,078450,660+39,418+9%$21.2M$21.6M+$386.9K2026-10-14
Davidson Investment Advisors
DECREASED385,676410,872-25,196-6%$19.3M$17.0M-$2.3M2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED294,244304,032-9,788-3%$14.3M$12.9M-$1.3M2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED258,602418,825-160,223-38%$19.6M$11.4M-$8.2M2026-10-13
Fragasso Financial Advisors Inc
INCREASED210,2786,058+204,220+3371%$284.7K$9.3M+$9.0M2026-10-13
Focus Wealth Advisors, LLC
DECREASED167,761184,357-16,596-9%$8.7M$7.4M-$1.3M2026-10-14
Park Avenue Securities LLC
DECREASED164,492178,322-13,830-8%$8.4M$7.2K-$8.4M2026-10-26
Vise Technologies, Inc.
INCREASED163,83455,598+108,236+195%$2.6M$7.2M+$4.6M2026-10-29
J.Safra Asset Management Corp
INCREASED158,63153,272+105,359+198%$2.5M$7.0M+$4.5M2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED110,50598,793+11,712+12%$4.6M$4.9M+$220.0K2026-10-23
Axxcess Wealth Management, LLC
INCREASED103,52999,419+4,110+4%$4.7M$4.6M-$116.4K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED85,94481,828+4,116+5%$3.8M$3.8M-$63.6K2026-11-04
Fulton Bank, N.A.
DECREASED80,59082,911-2,321-3%$3.9M$3.5M-$350.0K2026-10-14
Truist Financial Corp
INCREASED79,04768,457+10,590+15%$3.2M$3.5M+$261.3K2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED75,78811,945+63,843+534%$561.3K$3.3M+$2.8M2026-10-21
Parkside Financial Bank & Trust
DECREASED68,69570,293-1,598-2%$3.3M$3.0M-$280.5K2026-10-27
Strategic Blueprint, LLC
INCREASED68,63720,545+48,092+234%$965.4K$3.0M+$2.1M2026-10-22
Simon Quick Advisors, LLC
DECREASED63,83194,341-30,510-32%$4.4M$2.8M-$1.6M2026-10-26
Vicus Capital
DECREASED60,70061,494-794-1%$2.9M$2.7M-$218.8K2026-11-05
Daymark Wealth Partners, LLC
INCREASED58,45142,022+16,429+39%$2.0M$2.6M+$597.2K2026-11-04
A4 Wealth Advisors LLC
INCREASED44,4627,111+37,351+525%$334.1K$2.0M+$1.6M2026-10-20
Thrivent Financial for Lutherans
DECREASED43,00351,582-8,579-17%$2.4M$1.9K-$2.4M2026-11-05
Midwest Trust Co
DECREASED35,12235,184-620%$1.7M$1.5M-$107.9K2026-10-22
Bank of New York Mellon Corp
DECREASED32,58533,084-499-2%$1.6M$1.4M-$120.9K2026-11-05
XML Financial, LLC
INCREASED32,47231,759+713+2%$1.5M$1.4M-$63.6K2026-10-29
One Advisory Partners, LLC
INCREASED31,49913,509+17,990+133%$634.8K$1.4M+$751.2K2026-10-22
1620 Investment Advisors, Inc.
INCREASED30,79226,082+4,710+18%$1.2M$1.4M+$129.3K2026-11-04
Claro Advisors Inc.
INCREASED28,0437,574+20,469+270%$355.9K$1.2M+$878.0K2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED26,94226,94200%$1.3M$1.2M-$80.6K2026-10-22
Old National Bancorp
DECREASED26,37033,235-6,865-21%$1.6M$1.2M-$401.4K2026-10-20
Idaho Trust Co
INCREASED19,95619,748+208+1%$928.0K$878.1K-$49.9K2026-11-04
Able Wealth Management LLC
NEW18,159—+18,159——$802.1K—2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED17,62513,754+3,871+28%$646.3K$775.5K+$129.2K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED17,2449,583+7,661+80%$450.3K$758.7K+$308.4K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED16,99120,233-3,242-16%$951.0K$748-$950.3K2026-11-02
Prime Capital Investment Advisors, LLC
NEW16,584—+16,584——$729.7K—2026-10-20
TSG Advice Partners, LLC
NEW16,110—+16,110——$757.0K—2026-10-29
MY Wealth Management Inc.
UNCHANGED16,00716,00700%$752.2K$704.3K-$47.9K2026-10-21
Independent Financial Group, LLC
INCREASED15,95614,648+1,308+9%$688.3K$702.1K+$13.8K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED15,87415,87400%$745.9K$698.5K-$47.5K2026-10-27
Aquire Wealth Advisors, LLC
DECREASED15,42115,843-422-3%$744.5K$678.5K-$65.9K2026-10-23
Perigon Wealth Management, LLC
DECREASED14,82315,250-427-3%$716.6K$652.2K-$64.4K2026-10-22
LCW Services, LLC
DECREASED13,82928,693-14,864-52%$1.3M$608.5K-$739.8K2026-10-21
CFS Investment Advisory Services, LLC
INCREASED13,56610,510+3,056+29%$492.6K$598.9K+$106.3K2026-10-19
Confluence Investment Management LLC
NEW13,388—+13,388——$589.1K—2026-10-01
Private Trust Co NA
INCREASED12,34812,347+1+0%$580.2K$543.3K-$36.9K2026-10-20
Curbstone Financial Management Corp
UNCHANGED12,25012,25000%$575.6K$539.0K-$36.6K2026-10-21
Rinkey Investments
UNCHANGED12,10912,10900%$569.0K$532.8K-$36.2K2026-10-28
Fifth Third Bancorp
UNCHANGED11,84911,84900%$556.8K$521.4K-$35.4K2026-11-05
Lee Financial Co
UNCHANGED10,50010,50000%$493.4K$462.0K-$31.4K2026-10-16
Gradient Investments LLC
DECREASED10,32113,916-3,595-26%$653.9K$454.1K-$199.8K2026-10-08
VestGen Advisors, LLC
UNCHANGED10,28310,28300%$483.2K$452.5K-$30.7K2026-10-27
Family Capital Management, Inc.
DECREASED9,8639,905-420%$465.4K$434.0K-$31.4K2026-11-03
Creative Planning
DECREASED9,80310,250-447-4%$481.7K$431.3K-$50.3K2026-11-02
Crusonia Wealth Advisors LLC
UNCHANGED9,4649,46400%$444.7K$416.4K-$28.3K2026-10-26
UMB Private Wealth Management, LLC
NEW9,102—+9,102——$400.5K—2026-10-19
Apella Capital, LLC
NEW9,020—+9,020——$396.5K—2026-10-08
Hummer Financial Advisory Services Inc
UNCHANGED8,7508,75000%$411.2K$385.0K-$26.2K2026-10-09
WBH Advisory Inc
DECREASED8,15914,418-6,259-43%$677.5K$359.0K-$318.5K2026-11-05
Destiny Wealth Partners, LLC
NEW7,720—+7,720——$352.3K—2026-11-05
Oppenheimer & Co Inc
DECREASED7,69015,299-7,609-50%$718.9K$338.4K-$380.5K2026-10-26
Clear Retirement Advice LLC
UNCHANGED7,5527,55200%$354.9K$332.3K-$22.6K2026-10-22
Roan Capital Partners
DECREASED7,2137,922-709-9%$372.3K$317.4K-$54.9K2026-10-09
Westside Investment Management, Inc.
DECREASED6,94922,853-15,904-70%$1.1M$305.8K-$768.1K2026-11-02
Commonwealth Equity Services, LLC
DECREASED6,92728,325-21,398-76%$1.3M$304.8K-$1.0M2026-11-02
Nations Financial Group Inc,
INCREASED6,5916,573+18+0%$308.9K$290.0K-$18.8K2026-11-05
Pinnacle Bancorp, Inc.
DECREASED6,0366,824-788-12%$320.7K$265.6K-$55.1K2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED5,7504,457+1,293+29%$209.4K$253.0K+$43.6K2026-10-16
Richmond Investment Services, LLC
NEW5,733—+5,733——$252.3K—2026-10-29
Financial Solutions Advisory Group, Inc.
NEW5,698—+5,698——$255.4K—2026-10-28
Forvis Mazars Wealth Advisors, LLC
NEW5,130—+5,130——$225.7K—2026-10-13
J.M. Arbour, LLC
UNCHANGED4,8104,81000%$226.0K$211.6K-$14.4K2026-11-05
Hardin Capital Partners, LLC
UNCHANGED4,6104,61000%$216.7K$202.8K-$13.9K2026-10-09
Prospera Financial Services Inc
NEW4,469—+4,469——$204.5K—2026-11-04
TD Private Client Wealth LLC
DECREASED4,0269,825-5,799-59%$461.7K$177.1K-$284.5K2026-10-28
Gamma Investing LLC
NEW3,761—+3,761——$165.5K—2026-10-08
Southern Michigan Bank & Trust
INCREASED3,3663,281+85+3%$154.2K$148.1K-$6.1K2026-10-19
Independence Bank of Kentucky
UNCHANGED2,2682,26800%$106.6K$99.8K-$6.8K2026-10-26
Signature Equity Partners, LLC
UNCHANGED2,2012,20100%$103.4K$96.8K-$6.6K2026-10-29
Winthrop Capital Management, LLC
UNCHANGED1,6631,66300%$78.0K$73.2K-$4.8K2026-11-05
Blue Trust, Inc.
DECREASED1,2341,760-526-30%$82.7K$54.3K-$28.4K2026-10-15
Compass Financial Management LLC
UNCHANGED1,1361,13600%$53.4K$50.0K-$3.4K2026-10-30
US Bancorp \de\
UNCHANGED1,0951,09500%$51.5K$48.2K-$3.3K2026-11-05
Farther Finance Advisors, LLC
INCREASED910907+3+0%$42.6K$40.0K-$2.6K2026-10-08
CoreCap Advisors, LLC
NEW482—+482——$21.2K—2026-10-08
Point Nemo Capital, LLC
UNCHANGED44444400%$20.9K$19.5K-$1.3K2026-11-03
Eukles Asset Management
NEW388—+388——$17.1K—2026-11-04
IFP Advisors, Inc
UNCHANGED35235200%$16.5K$15.5K-$1.1K2026-10-16
EverSource Wealth Advisors, LLC
NEW347—+347——$15.3K—2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED11111100%$5.2K$4.9K-$3322026-10-05
Tsfg, LLC
DECREASED95317-222-70%$15.0K$4-$15.0K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED626200%$2.9K$2.7K-$1852026-10-27
Jacobi Capital Management LLC
NEW2—+2——$88—2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED24-2-50%$188$88-$1002026-10-23
Choreo, LLC
CLOSED019,049-19,049-100%$895.1K$0-$895.1K2026-10-28
Union Bancaire Privee, UBP SA
CLOSED011,000-11,000-100%$390.4K$0-$390.4K2026-11-04
Ameraudi Asset Management, Inc.
CLOSED010,095-10,095-100%$474.4K$0-$474.4K2026-11-05
TBH Global Asset Management, LLC
CLOSED09,694-9,694-100%$455.5K$0-$455.5K2026-11-03
FF Advisors,LLC
CLOSED07,381-7,381-100%$346.8K$0-$346.8K2026-10-21
SAX Wealth Advisors, LLC
CLOSED05,973-5,973-100%$277.3K$0-$277.3K2026-10-13
Wealthcare Advisory Partners LLC
CLOSED05,434-5,434-100%$255.3K$0-$255.3K2026-10-21
RDA Financial Network
CLOSED04,449-4,449-100%$209.1K$0-$209.1K2026-10-15
International Assets Investment Management, LLC
CLOSED01,555-1,555-100%$72.8K$0-$72.8K2026-11-02
JFS Wealth Advisors, LLC
CLOSED01,433-1,433-100%$67.3K$0-$67.3K2026-11-03
Simplex Trading, LLC
CLOSED0262-262-100%$12.3K$0-$12.3K2026-11-04
Buck Wealth Strategies, LLC
CLOSED0209-209-100%$9.8K$0-$9.8K2026-10-28
Beacon Investment Advisory Services, Inc.
CLOSED0207-207-100%$9.7K$0-$9.7K2026-10-13
Signaturefd, LLC
CLOSED0130-130-100%$6.1K$0-$6.1K2026-10-23
Assetmark, Inc
CLOSED05-5-100%$235$0-$2352026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED000—$1$1$02026-10-20
Bank of America Corp
N/A—16,956,012-16,956,012-100%$796.8M———
Northwestern Mutual Wealth Management Co
N/A—3,716,899-3,716,899-100%$174.7M———
LPL Financial LLC
N/A—2,405,914-2,405,914-100%$113.1M———
Ameriprise Financial Inc
N/A—1,565,084-1,565,084-100%$73.5M———
Envestnet Asset Management Inc
N/A—1,356,868-1,356,868-100%$63.8M———
Tiaa Wealth Investment Management LLC
N/A—892,083-892,083-100%$41.9M———
Wells Fargo & Company
N/A—862,113-862,113-100%$40.5M———
FMR LLC
N/A—734,240-734,240-100%$34.5M———
OneDigital Investment Advisors LLC
N/A—600,420-600,420-100%$28.2M———
Morgan Stanley
N/A—560,723-560,723-100%$26.3M———
JPMorgan Chase & Co
N/A—499,334-499,334-100%$23.5M———
UMB Bank, n.a.
N/A—443,181-443,181-100%$20.8M———
Stifel Financial Corp
N/A—377,439-377,439-100%$17.7M———
Cetera Investment Advisers
N/A—328,395-328,395-100%$15.4M———
Goldman Sachs Group Inc
N/A—316,834-316,834-100%$14.9M———
HighTower Advisors, LLC
N/A—314,727-314,727-100%$14.8M———
UBS Group AG
N/A—278,953-278,953-100%$13.1M———
Raymond James Financial Inc
N/A—148,723-148,723-100%$7.0M———
Clark Capital Management Group, Inc.
N/A—147,698-147,698-100%$6.9M———
Cerity Partners LLC
N/A—123,275-123,275-100%$5.8M———
Principal Securities, Inc.
N/A—112,899-112,899-100%$5.3M———
Royal Bank of Canada
N/A—103,042-103,042-100%$4.8M———
Clearstead Advisors, LLC
N/A—91,330-91,330-100%$4.3M———
Granite Harbor Advisors, Inc.
N/A—85,855-85,855-100%$4.0M———
MML Investors Services, LLC
N/A—60,968-60,968-100%$2.9M———
Sanctuary Advisors, LLC
N/A—51,785-51,785-100%$2.4M———
Waverly Advisors, LLC
N/A—40,061-40,061-100%$1.9M———
Mariner, LLC
N/A—34,149-34,149-100%$1.6M———
Quantinno Capital Management LP
N/A—33,134-33,134-100%$1.6M———
Jones Financial Companies Lllp
N/A—25,522-25,522-100%$1.2M———
Jane Street Group, LLC
N/A—24,623-24,623-100%$1.2M———
Baker Avenue Asset Management, LP
N/A—24,283-24,283-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—22,712-22,712-100%$1.1M———
Prelude Capital Management, LLC
N/A—19,560-19,560-100%$919.1K———
Lazard Asset Management LLC
N/A—19,500-19,500-100%$916.3K———
Arax Advisory Partners
N/A—16,961-16,961-100%$797.0K———
AE Wealth Management LLC
N/A—16,013-16,013-100%$752.5K———
Citadel Advisors LLC
N/A—15,585-15,585-100%$732.3K———
Wealthspire Advisors, LLC
N/A—15,457-15,457-100%$726.3K———
Goodwin Investment Advisory
N/A—15,431-15,431-100%$725.1K———
Ameritas Investment Partners, Inc.
N/A—15,086-15,086-100%$708.9K———
Petra Financial Advisors Inc
N/A—15,011-15,011-100%$705.4K———
Osaic Holdings, Inc.
N/A—14,469-14,469-100%$680.0K———
Moneta Group Investment Advisors LLC
N/A—14,157-14,157-100%$665.2K———
Hyundai Investments Co., Ltd.
N/A—13,864-13,864-100%$651.9K———
Advyzon Investment Management, LLC
N/A—13,754-13,754-100%$646.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,650-13,650-100%$641.4K———
Old Mission Capital LLC
N/A—12,987-12,987-100%$610.3K———
Stokes Family Office, LLC
N/A—12,706-12,706-100%$597.1K———
First Trust Advisors LP
N/A—12,636-12,636-100%$593.8K———
Pinnacle Financial Partners, Inc.
N/A—12,271-12,271-100%$576.6K———
World Investment Advisors
N/A—12,177-12,177-100%$566.2K———
Janney Montgomery Scott LLC
N/A—10,497-10,497-100%$493.0K———
Summit Financial, LLC
N/A—10,417-10,417-100%$489.5K———
Merit Financial Group, LLC
N/A—10,131-10,131-100%$476.0K———
Clearwater Capital Advisors, LLC
N/A—10,075-10,075-100%$473.4K———
M&T Bank Corp
N/A—9,996-9,996-100%$470.0K———
Alesco Advisors, LLC, An ESL Co
N/A—9,470-9,470-100%$445.0K———
Beacon Pointe Advisors, LLC
N/A—9,464-9,464-100%$444.7K———
&partners
N/A—9,458-9,458-100%$444.4K———
Susquehanna International Group, LLP
N/A—9,444-9,444-100%$443.8K———
AQR Capital Management LLC
N/A—9,386-9,386-100%$441.0K———
Tower Research Capital LLC (TRC)
N/A—8,973-8,973-100%$421.6K———
Flow Traders U.S. LLC
N/A—8,942-8,942-100%$420.0K———
Johnson Investment Counsel Inc
N/A—8,581-8,581-100%$403.2K———
Boothbay Fund Management, LLC
N/A—8,460-8,460-100%$397.5K———
Steward Partners Investment Advisory, LLC
N/A—8,455-8,455-100%$397.3K———
United Capital Financial Advisors, LLC
N/A—7,496-7,496-100%$352.2K———
Private Advisor Group, LLC
N/A—7,304-7,304-100%$343.2K———
Stratos Wealth Partners, Ltd.
N/A—6,897-6,897-100%$324.1K———
Mercer Global Advisors Inc
N/A—6,452-6,452-100%$303.2K———
GenTrust, LLC
N/A—6,267-6,267-100%$294.5K———
Kingsview Wealth Management, LLC
N/A—6,151-6,151-100%$289.0K———
Sargent Investment Group, LLC
N/A—6,118-6,118-100%$287.5K———
Wealthspire Retirement, LLC
N/A—6,033-6,033-100%$283.5K———
CreativeOne Wealth, LLC
N/A—5,963-5,963-100%$280.2K———
Steelhead Wealth Management LLC
N/A—5,950-5,950-100%$279.0K———
Equitable Holdings, Inc.
N/A—5,649-5,649-100%$265.5K———
Integrated Wealth Concepts LLC
N/A—5,122-5,122-100%$240.7K———
Orion Porfolio Solutions, LLC
N/A—4,943-4,943-100%$232.3K———
Vestmark Advisory Solutions, Inc.
N/A—4,452-4,452-100%$209.2K———
Huntington National Bank
N/A—4,103-4,103-100%$192.8K———
Quarry LP
N/A—3,170-3,170-100%$149.0K———
Global Retirement Partners, LLC
N/A—2,870-2,870-100%$134.9K———
Smartleaf Asset Management LLC
N/A—2,686-2,686-100%$126.3K———
Continuum Advisory, LLC
N/A—2,620-2,620-100%$123.1K———
Qube Research & Technologies Ltd
N/A—2,176-2,176-100%$102.3K———
GeoWealth Management, LLC
N/A—1,911-1,911-100%$89.8K———
Aptus Capital Advisors, LLC
N/A—1,668-1,668-100%$78.4K———
Ameritas Advisory Services, LLC
N/A—1,424-1,424-100%$66.9K———
Founders Financial Alliance, LLC
N/A—1,317-1,317-100%$61.9K———
Front Row Advisors LLC
N/A—1,200-1,200-100%$55.4K———
Avalon Trust Co
N/A—1,100-1,100-100%$51.7K———
Ancora Advisors LLCA
N/A—882-882-100%$41.4K———
Blair William & Co
N/A—867-867-100%$40.7K———
NewEdge Advisors, LLC
N/A—500-500-100%$23.5K———
UBS Asset Management Americas LLC
N/A—489-489-100%$23.0K———
Wellington Grp LLC
N/A—483-483-100%$22.4K———
Allworth Financial LP
N/A—426-426-100%$20.0K———
Fiduciary Financial Advisors
N/A—303-303-100%$14.2K———
IMA Advisory Services, Inc.
N/A—234-234-100%$11.0K———
Bogart Wealth, LLC
N/A—173-173-100%$8.1K———
Bank of Montreal
N/A—155-155-100%$7.3K———
Strategic Wealth Partners, Ltd.
N/A—124-124-100%$5.8K———
Tiaa Trust, National Association
N/A—89-89-100%$4.2K———
HighMark Wealth Management LLC
N/A—55-55-100%$2.6K———
BNP Paribas Financial Markets
N/A—40-40-100%$1.9K———
Delos Wealth Advisors, LLC
N/A—27-27-100%$1.3K———
Russell Investments Group, Ltd.
N/A—2-2-100%$75———
PNC Financial Services Group, Inc.
N/A—2-2-100%$94———
BlackRock, Inc.
N/A—1-1-100%$57———
Showing 224 of 224 institutions