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Vanguard S&P Mid-Cap 400 ETF (IVOO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lockheed Martin Investment Management Co
DECREASED
Shares516,000 from 540,000
Change-24,000 (-4%)
Value$62.8M (-$7.6M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares434,691 from 329,634
Change+105,057 (+32%)
Value$52.9M (+$9.9M)
Filed 2026-11-06
Warwick Investment Management, Inc.
INCREASED
Shares217,102 from 105,480
Change+111,622 (+106%)
Value$26.4M (+$12.7M)
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares159,713 from 142,946
Change+16,767 (+12%)
Value$19.4M (+$806.4K)
Filed 2026-10-23
Old National Bancorp
INCREASED
Shares152,593 from 148,192
Change+4,401 (+3%)
Value$18.6M (-$744.5K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares146,308 from 145,277
Change+1,031 (+1%)
Value$19.1M (+$134.5K)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares139,707 from 308,501
Change-168,794 (-55%)
Value$17.0M (-$20.6M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares101,463 from 101,477
Change-14 (0%)
Value$12.4M (-$878.5K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares92,176 from 74,317
Change+17,859 (+24%)
Value$11.2M (+$1.5M)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
INCREASED
Shares87,403 from 85,263
Change+2,140 (+3%)
Value$10.6M (-$476.2K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares76,225 from 87,607
Change-11,382 (-13%)
Value$9.3M (-$2.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares73,294 from 76,621
Change-3,327 (-4%)
Value$8.9K (-$10.0M)
Filed 2026-11-02
Violich Capital Management, Inc.
UNCHANGED
Shares55,295 from 55,295
Change0 (0%)
Value$6.7M (-$477.7K)
Filed 2026-10-05
Sentinel Trust Co LBA
UNCHANGED
Shares54,746 from 54,746
Change0 (0%)
Value$6.7K (-$473)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
DECREASED
Shares49,260 from 49,355
Change-95 (0%)
Value$6.0M (-$437.9K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares48,998 from 48,593
Change+405 (+1%)
Value$6.0M (-$370.6K)
Filed 2026-11-02
Soltis Investment Advisors LLC
DECREASED
Shares46,116 from 46,703
Change-587 (-1%)
Value$5.6M (-$475.0K)
Filed 2026-10-28
Valmark Advisers, Inc.
INCREASED
Shares45,315 from 44,059
Change+1,256 (+3%)
Value$5.5M (-$227.7K)
Filed 2026-11-06
Legacy Solutions, LLC
INCREASED
Shares38,126 from 36,939
Change+1,187 (+3%)
Value$4.6M (-$174.7K)
Filed 2026-10-07
Creative Planning
INCREASED
Shares36,107 from 33,918
Change+2,189 (+6%)
Value$4.4M (-$26.6K)
Filed 2026-11-02
First American Bank
INCREASED
Shares34,486 from 34,408
Change+78 (+0%)
Value$4.2M (-$287.8K)
Filed 2026-10-27
Councilor Wealth, LLC
INCREASED
Shares31,421 from 28,347
Change+3,074 (+11%)
Value$3.8M (+$129.4K)
Filed 2026-10-09
Clearstead Advisors, LLC
INCREASED
Shares31,333 from 26,584
Change+4,749 (+18%)
Value$3.8M (+$348.7K)
Filed 2026-11-06
Phillips Financial Management, LLC
UNCHANGED
Shares30,737 from 30,737
Change0 (0%)
Value$3.7M (-$265.6K)
Filed 2026-10-19
Coastline Trust Co
DECREASED
Shares30,194 from 30,274
Change-80 (0%)
Value$3.7M (-$271.3K)
Filed 2026-10-01
Citigroup Inc
INCREASED
Shares30,179 from 30,088
Change+91 (+0%)
Value$3.7M (-$248.9K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares29,294 from 21,552
Change+7,742 (+36%)
Value$3.6M (+$756.5K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares27,912 from 27,852
Change+60 (+0%)
Value$3.4M (-$233.3K)
Filed 2026-10-30
Meitav Investment House LTD
UNCHANGED
Shares27,592 from 27,592
Change0 (0%)
Value$3.4M (-$238.4K)
Filed 2026-10-28
Schear Investment Advisers, LLC
NEW
Shares25,191
Change+25,191
Value$3.1M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares25,191 from 25,256
Change-65 (0%)
Value$3.1M (-$226.1K)
Filed 2026-10-14
Fairway Wealth LLC
DECREASED
Shares24,569 from 24,863
Change-294 (-1%)
Value$3.0M (-$250.6K)
Filed 2026-10-30
SpringVest Wealth Management LLC
DECREASED
Shares20,913 from 20,922
Change-9 (0%)
Value$2.5M (-$181.9K)
Filed 2026-10-27
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares20,660 from 20,660
Change0 (0%)
Value$2.5M (-$178.5K)
Filed 2026-11-06
Valpey Financial Services, LLC
DECREASED
Shares19,562 from 19,657
Change-95 (0%)
Value$2.4M (-$181.4K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares19,316 from 17,056
Change+2,260 (+13%)
Value$2.4M (+$127.9K)
Filed 2026-10-08
Pachira Investments Inc.
INCREASED
Shares15,926 from 11,072
Change+4,854 (+44%)
Value$1.9M (+$495.4K)
Filed 2026-10-14
Andrews Advisory Associates, LLC
DECREASED
Shares15,355 from 17,798
Change-2,443 (-14%)
Value$1.9M (-$451.3K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares14,913 from 15,348
Change-435 (-3%)
Value$1.8M (-$185.6K)
Filed 2026-11-05
Klingman & Associates, LLC
UNCHANGED
Shares14,753 from 14,753
Change0 (0%)
Value$1.8M (-$127.4K)
Filed 2026-10-20
SoundView Advisors Inc.
DECREASED
Shares14,431 from 14,921
Change-490 (-3%)
Value$1.8K (-$1.9M)
Filed 2026-11-04
Gibraltar Capital Management, Inc.
UNCHANGED
Shares14,120 from 14,120
Change0 (0%)
Value$1.7M (-$122.0K)
Filed 2026-10-27
Quadrant Capital Group LLC
UNCHANGED
Shares13,613 from 13,613
Change0 (0%)
Value$1.7M (-$87.8K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares12,558 from 7,257
Change+5,301 (+73%)
Value$1.5M (+$582.8K)
Filed 2026-10-16
Greenleaf Trust
DECREASED
Shares12,315 from 12,659
Change-344 (-3%)
Value$1.5M (-$151.3K)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares11,363 from 11,363
Change0 (0%)
Value$1.4M (-$98.2K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
UNCHANGED
Shares10,407 from 10,407
Change0 (0%)
Value$1.3M (+$77.4K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
DECREASED
Shares10,351 from 10,461
Change-110 (-1%)
Value$1.3M (-$103.8K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares10,351 from 10,461
Change-110 (-1%)
Value$1.3M (-$103.8K)
Filed 2026-10-15
Naples Global Advisors, LLC
UNCHANGED
Shares10,205 from 10,205
Change0 (0%)
Value$1.2M (-$88.2K)
Filed 2026-11-05
Summit Financial Strategies, Inc.
UNCHANGED
Shares9,954 from 9,954
Change0 (0%)
Value$1.2M (-$86.0K)
Filed 2026-10-14
Keybank National Association
INCREASED
Shares9,828 from 5,781
Change+4,047 (+70%)
Value$1.2M (+$442.8K)
Filed 2026-11-04
Vise Technologies, Inc.
NEW
Shares9,543
Change+9,543
Value$1.2M
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares9,358 from 9,425
Change-67 (-1%)
Value$1.1K (-$1.2M)
Filed 2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED
Shares9,289 from 9,289
Change0 (0%)
Value$1.1M (-$80.3K)
Filed 2026-10-08
Base Wealth Management LLC
DECREASED
Shares8,226 from 9,419
Change-1,193 (-13%)
Value$1.0M (-$226.7K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares7,639 from 7,588
Change+51 (+1%)
Value$936.0K (-$32.5K)
Filed 2026-10-27
1834 Investment Advisors Co
DECREASED
Shares7,068 from 8,458
Change-1,390 (-16%)
Value$860.6K (-$242.3K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,769 from 6,817
Change-48 (-1%)
Value$836.5K (-$36.4K)
Filed 2026-10-13
Certified Advisory Corp
NEW
Shares6,556
Change+6,556
Value$798.3K
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares6,452 from 6,452
Change0 (0%)
Value$785.6K (-$55.7K)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares6,434 from 5,814
Change+620 (+11%)
Value$783.4K (+$25.3K)
Filed 2026-10-21
Anson Capital, Inc.
DECREASED
Shares6,427 from 6,452
Change-25 (0%)
Value$782.6K (-$58.7K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED
Shares6,412 from 6,807
Change-395 (-6%)
Value$780.7K (-$106.9K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares5,906 from 5,906
Change0 (0%)
Value$719.1K (-$51.0K)
Filed 2026-10-15
Simon Quick Advisors, LLC
DECREASED
Shares5,853 from 6,073
Change-220 (-4%)
Value$712.7K (-$79.3K)
Filed 2026-10-26
TD Private Client Wealth LLC
DECREASED
Shares5,706 from 5,731
Change-25 (0%)
Value$694.8K (-$52.6K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares5,700 from 6,314
Change-614 (-10%)
Value$694.0K (-$129.4K)
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares5,670 from 5,670
Change0 (0%)
Value$690.4K (-$49.0K)
Filed 2026-10-22
Iron Financial LLC
INCREASED
Shares5,556 from 5,548
Change+8 (+0%)
Value$676.5K (-$47.0K)
Filed 2026-10-23
Stordahl Capital Management, Inc.
INCREASED
Shares5,525 from 5,519
Change+6 (+0%)
Value$672.7K (-$47.0K)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares5,431 from 5,406
Change+25 (+0%)
Value$670.9K (-$24.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares5,431 from 5,406
Change+25 (+0%)
Value$670.9K (-$24.2K)
Filed 2026-10-20
Grant Street Asset Management, Inc.
INCREASED
Shares5,075 from 4,720
Change+355 (+8%)
Value$618.0K (+$2.4K)
Filed 2026-10-26
Affiance Financial, LLC
INCREASED
Shares5,012 from 4,997
Change+15 (+0%)
Value$610.3K (-$41.4K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares4,779 from 4,770
Change+9 (+0%)
Value$581.8K (-$40.1K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares4,682 from 4,658
Change+24 (+1%)
Value$570.1K (-$37.3K)
Filed 2026-10-13
Level Four Advisory Services, LLC
INCREASED
Shares4,671 from 4,667
Change+4 (+0%)
Value$568.8K (-$39.9K)
Filed 2026-11-06
Reflection Asset Management
INCREASED
Shares4,382 from 4,330
Change+52 (+1%)
Value$533.5K (-$31.1K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares4,366 from 4,268
Change+98 (+2%)
Value$534.3K (-$22.3K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares4,346 from 4,231
Change+115 (+3%)
Value$529.2K (-$22.6K)
Filed 2026-10-29
CGN Advisors LLC
DECREASED
Shares3,901 from 3,984
Change-83 (-2%)
Value$475.0K (-$44.6K)
Filed 2026-10-21
CRA Financial Services, LLC
DECREASED
Shares3,836 from 4,628
Change-792 (-17%)
Value$467.1K (-$136.4K)
Filed 2026-10-16
Bokf, NA
UNCHANGED
Shares3,413 from 3,413
Change0 (0%)
Value$415.6K (-$29.5K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares3,245 from 3,243
Change+2 (+0%)
Value$395.2K (-$27.7K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$392.8K (-$27.9K)
Filed 2026-11-02
Fiduciary Family Office, LLC
UNCHANGED
Shares3,190 from 3,190
Change0 (0%)
Value$388.4K (-$27.6K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares3,177 from 3,167
Change+10 (+0%)
Value$386.8K (-$26.2K)
Filed 2026-10-23
Wedbush Securities Inc
NEW
Shares3,171
Change+3,171
Value$386
Filed 2026-10-22
Pinnacle Associates LTD
INCREASED
Shares3,151 from 3,141
Change+10 (+0%)
Value$383.7K (-$25.9K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
UNCHANGED
Shares3,099 from 3,099
Change0 (0%)
Value$377.3K (-$26.8K)
Filed 2026-10-27
Waldron Private Wealth LLC
UNCHANGED
Shares3,052 from 3,052
Change0 (0%)
Value$371.6K (-$26.4K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares3,044 from 3,034
Change+10 (+0%)
Value$370.6K (-$18.4K)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares3,013 from 3,007
Change+6 (+0%)
Value$366.8K (-$25.3K)
Filed 2026-11-06
Embree Financial Group
INCREASED
Shares2,901 from 2,892
Change+9 (+0%)
Value$353.2K (-$24.0K)
Filed 2026-10-22
Tandem Investment Partners LLC
DECREASED
Shares2,890 from 2,950
Change-60 (-2%)
Value$351.9K (-$32.8K)
Filed 2026-10-16
Choreo, LLC
NEW
Shares2,878
Change+2,878
Value$350.5K
Filed 2026-10-28
Columbia Advisory Partners LLC
INCREASED
Shares2,856 from 2,393
Change+463 (+19%)
Value$347.8K (+$35.7K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
NEW
Shares2,813
Change+2,813
Value$342.5K
Filed 2026-11-04
Kieckhefer Group LLC
INCREASED
Shares2,806 from 2,607
Change+199 (+8%)
Value$341.6K (+$1.7K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares2,804 from 2,766
Change+38 (+1%)
Value$341.4K (-$19.2K)
Filed 2026-11-05
LJI Wealth Management, LLC
UNCHANGED
Shares2,752 from 2,752
Change0 (0%)
Value$335.1K (-$23.8K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares2,607 from 2,028
Change+579 (+29%)
Value$317.4K (+$53.0K)
Filed 2026-10-23
Essex Bank
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$303.2K (-$21.5K)
Filed 2026-10-16
Stage Harbor Financial, LLC
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$303.2K (-$21.5K)
Filed 2026-11-03
Chemistry Wealth Management LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$288.6K (-$20.5K)
Filed 2026-10-16
McAdam, LLC
INCREASED
Shares2,357 from 2,055
Change+302 (+15%)
Value$287.0K (+$19.0K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares2,263 from 2,253
Change+10 (+0%)
Value$275.5K (-$18.2K)
Filed 2026-10-08
Verum Partners LLC
INCREASED
Shares2,243 from 2,238
Change+5 (+0%)
Value$273.2K (-$18.6K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
DECREASED
Shares2,229 from 2,351
Change-122 (-5%)
Value$271.5K (-$35.2K)
Filed 2026-10-23
Fisher Asset Management, LLC
UNCHANGED
Shares2,228 from 2,228
Change0 (0%)
Value$271.3K (-$19.3K)
Filed 2026-11-06
Valued Retirements, Inc.
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$262.8K (-$18.6K)
Filed 2026-11-06
Opulen Financial Group LLC
INCREASED
Shares2,096 from 2,090
Change+6 (+0%)
Value$255.2K (-$17.3K)
Filed 2026-10-22
Eastern Bank
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$248.8K (-$17.7K)
Filed 2026-10-05
HBK Sorce Advisory LLC
INCREASED
Shares2,032 from 2,031
Change+1 (+0%)
Value$246.5K (-$18.2K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
NEW
Shares2,028
Change+2,028
Value$247.0K
Filed 2026-11-05
Smith Thornton Advisors LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$243.5K (-$11.2K)
Filed 2026-10-16
Lido Advisors, LLC
NEW
Shares1,992
Change+1,992
Value$242.7K
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares1,989 from 1,989
Change0 (0%)
Value$242.2K (-$17.2K)
Filed 2026-10-30
Snider Financial Group
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$240.0K (-$17.0K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$239.6K (-$17.0K)
Filed 2026-10-14
J. Safra Sarasin Holding AG
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$219.7K ($0)
Filed 2026-10-26
Foguth Wealth Management, Llc.
NEW
Shares1,902
Change+1,902
Value$232.9K
Filed 2026-10-19
King Luther Capital Management Corp
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$228.9K (-$16.2K)
Filed 2026-11-05
Parkway Wealth Management Group, LLC
UNCHANGED
Shares1,879 from 1,879
Change0 (0%)
Value$228.8K (-$16.2K)
Filed 2026-10-20
Sepio Capital, LP
INCREASED
Shares1,765 from 1,600
Change+165 (+10%)
Value$214.9K (+$6.3K)
Filed 2026-10-22
NorthLanding Financial Partners, LLC
INCREASED
Shares1,765 from 1,764
Change+1 (+0%)
Value$214.9K (-$15.1K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares1,751 from 1,751
Change0 (0%)
Value$213.2K (-$15.1K)
Filed 2026-11-05
Krane Financial Solutions LLC
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$212.7K (-$15.1K)
Filed 2026-10-30
Rockingstone Advisors LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$211.9K (-$15.0K)
Filed 2026-10-16
First Financial Group Corp
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$206.3K (-$14.6K)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED
Shares1,655 from 1,654
Change+1 (+0%)
Value$201.5K (-$14.2K)
Filed 2026-10-29
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$200.7K (-$14.2K)
Filed 2026-10-09
Cullen T Bankers, Inc.
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$179.7K (-$12.8K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares1,465 from 1,515
Change-50 (-3%)
Value$178.4K (-$19.2K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,450
Change+1,450
Value$176.6K
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$158.2K (-$11.2K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares1,244 from 1,264
Change-20 (-2%)
Value$151.5K (-$13.4K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$143.4K (-$10.2K)
Filed 2026-10-16
Polaris Financial Partners
NEW
Shares1,073
Change+1,073
Value$131
Filed 2026-10-02
Pinnacle Bancorp, Inc.
DECREASED
Shares1,003 from 1,105
Change-102 (-9%)
Value$122.1K (-$22.0K)
Filed 2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$116.0K (-$8.2K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$115.7K (-$8.2K)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$115.4K (-$8.2K)
Filed 2026-10-26
Central Trust Co
NEW
Shares886
Change+886
Value$107.9K
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$88.2K (-$6.3K)
Filed 2026-10-29
Barrett & Company, Inc.
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$75.7K (-$5.4K)
Filed 2026-10-22
Align Financial, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$69.6K (-$4.9K)
Filed 2026-10-16
Russell Investments Group, Ltd.
INCREASED
Shares561 from 1
Change+560 (+56000%)
Value$68.3K (+$68.2K)
Filed 2026-11-06
Lodestone Wealth Management LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$47.4K (-$3.4K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares321 from 304
Change+17 (+6%)
Value$39.1K (-$557)
Filed 2026-10-21
Archer Investment Corp
INCREASED
Shares294 from 293
Change+1 (+0%)
Value$35.8K (-$2.4K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
INCREASED
Shares274 from 273
Change+1 (+0%)
Value$33.3K (-$2.3K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares273 from 280
Change-7 (-2%)
Value$33.2K (-$3.3K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$31.4K (-$2.2K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares250 from 249
Change+1 (+0%)
Value$30.4K (-$2.0K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares187 from 189
Change-2 (-1%)
Value$22.8K (-$1.9K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares182 from 66
Change+116 (+176%)
Value$22.2K (+$13.6K)
Filed 2026-11-06
AlphaCore Capital LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$20.7K (-$1.5K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$18.8K (-$1.3K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
INCREASED
Shares126 from 78
Change+48 (+62%)
Value$15.3K (+$5.2K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$14.7K (-$1.0K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares118 from 42
Change+76 (+181%)
Value$14.4K (+$8.9K)
Filed 2026-10-15
Fortitude Family Office, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.2K (-$864)
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$11.5K (-$814)
Filed 2026-10-26
Bfsg, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$11.0K (-$777)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$9.5K (-$674)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$6.9K (-$493)
Filed 2026-11-02
City State Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.1K (-$432)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares43 from 41
Change+2 (+5%)
Value$5.2K (-$110)
Filed 2026-10-22
Reap Financial Group, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.9K (-$346)
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.2K (-$224)
Filed 2026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (-$87)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (-$86)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares1
Change+1
Value$122
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 32,264
Change-32,264 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-21
Sigma Planning Corp
CLOSED
Shares0 from 3,760
Change-3,760 (-100%)
Value$0 (-$490.3K)
Filed 2026-10-23
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$340.1K)
Filed 2026-11-04
Sloy Dahl & Holst, LLC
CLOSED
Shares0 from 1,770
Change-1,770 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-14
Lutz Financial Services LLC
CLOSED
Shares0 from 1,638
Change-1,638 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-06
Aureum Wealth Management, LLC
CLOSED
Shares0 from 1,602
Change-1,602 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-15
Dutch Asset Corp
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-20
GW Henssler & Associates LTD
CLOSED
Shares0 from 1,556
Change-1,556 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-26
PFG Advisors
CLOSED
Shares0 from 1,548
Change-1,548 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-16
First Financial Bank - Trust Division
CLOSED
Shares0 from 1,546
Change-1,546 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-01
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 1,543
Change-1,543 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-08
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,436
Change-1,436 (-100%)
Value$0 (-$187.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$92.8K)
Filed 2026-11-02
Brooklyn FI, LLC
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$88.8K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$78.2K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$49.6K)
Filed 2026-10-27
Tucker Asset Management LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$556)
Filed 2026-10-29
Goldman Sachs Group Inc
N/A
Shares— from 2,045,932
Change-2,045,932 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,916,060
Change-1,916,060 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,385,207
Change-1,385,207 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 964,765
Change-964,765 (-100%)
Value—
UBS Group AG
N/A
Shares— from 821,464
Change-821,464 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 716,227
Change-716,227 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 374,873
Change-374,873 (-100%)
Value—
Starr Indemnity & Liability Co
N/A
Shares— from 364,098
Change-364,098 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 309,484
Change-309,484 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 281,849
Change-281,849 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 263,058
Change-263,058 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 251,422
Change-251,422 (-100%)
Value—
C V Starr & Co Inc
N/A
Shares— from 227,427
Change-227,427 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 225,150
Change-225,150 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 216,259
Change-216,259 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 182,027
Change-182,027 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 176,964
Change-176,964 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 121,800
Change-121,800 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 121,546
Change-121,546 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 95,378
Change-95,378 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 93,167
Change-93,167 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 90,278
Change-90,278 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 83,696
Change-83,696 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 81,865
Change-81,865 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 79,504
Change-79,504 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 73,550
Change-73,550 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 70,617
Change-70,617 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 69,565
Change-69,565 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 65,112
Change-65,112 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 64,929
Change-64,929 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 53,979
Change-53,979 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 49,445
Change-49,445 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 48,062
Change-48,062 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 44,676
Change-44,676 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 41,997
Change-41,997 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 40,698
Change-40,698 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 40,119
Change-40,119 (-100%)
Value—
Blair William & Co
N/A
Shares— from 38,715
Change-38,715 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 37,075
Change-37,075 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,656
Change-35,656 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,872
Change-29,872 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,084
Change-29,084 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 28,728
Change-28,728 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 28,637
Change-28,637 (-100%)
Value—
EQ LLC
N/A
Shares— from 27,639
Change-27,639 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,671
Change-25,671 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 24,856
Change-24,856 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 23,907
Change-23,907 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 23,490
Change-23,490 (-100%)
Value—
&partners
N/A
Shares— from 22,925
Change-22,925 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 21,156
Change-21,156 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 20,714
Change-20,714 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 20,379
Change-20,379 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 18,081
Change-18,081 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 16,967
Change-16,967 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 16,962
Change-16,962 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 15,028
Change-15,028 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 15,021
Change-15,021 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 14,607
Change-14,607 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 13,691
Change-13,691 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13,063
Change-13,063 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 12,266
Change-12,266 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 12,228
Change-12,228 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,321
Change-11,321 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,182
Change-11,182 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 10,947
Change-10,947 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 10,060
Change-10,060 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Centennial Bank
N/A
Shares— from 9,494
Change-9,494 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,907
Change-8,907 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
American Trust
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 972
Change-972 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 834
Change-834 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 400
Change-400 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 288
Change-288 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 174
Change-174 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18
Change-18 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Lockheed Martin Investment Management Co
DECREASED516,000540,000-24,000-4%$70.4M$62.8M-$7.6M2026-11-04
LPL Financial LLC
INCREASED434,691329,634+105,057+32%$43.0M$52.9M+$9.9M2026-11-06
Warwick Investment Management, Inc.
INCREASED217,102105,480+111,622+106%$13.8M$26.4M+$12.7M2026-10-19
Evergreen Capital Management LLC
INCREASED159,713142,946+16,767+12%$18.6M$19.4M+$806.4K2026-10-23
Old National Bancorp
INCREASED152,593148,192+4,401+3%$19.3M$18.6M-$744.5K2026-10-20
Allworth Financial LP
INCREASED146,308145,277+1,031+1%$18.9M$19.1M+$134.5K2026-11-06
Savant Capital, LLC
DECREASED139,707308,501-168,794-55%$37.6M$17.0M-$20.6M2026-11-06
D.A. Davidson & Co.
DECREASED101,463101,477-140%$13.2M$12.4M-$878.5K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED92,17674,317+17,859+24%$9.7M$11.2M+$1.5M2026-11-05
Bryant Woods Investment Advisors, LLC
INCREASED87,40385,263+2,140+3%$11.1M$10.6M-$476.2K2026-10-26
Commonwealth Equity Services, LLC
DECREASED76,22587,607-11,382-13%$11.4M$9.3M-$2.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED73,29476,621-3,327-4%$10.0M$8.9K-$10.0M2026-11-02
Violich Capital Management, Inc.
UNCHANGED55,29555,29500%$7.2M$6.7M-$477.7K2026-10-05
Sentinel Trust Co LBA
UNCHANGED54,74654,74600%$7.1K$6.7K-$4732026-11-03
Lebenthal Global Advisors, LLC
DECREASED49,26049,355-950%$6.4M$6.0M-$437.9K2026-10-28
Kestra Advisory Services, LLC
INCREASED48,99848,593+405+1%$6.3M$6.0M-$370.6K2026-11-02
Soltis Investment Advisors LLC
DECREASED46,11646,703-587-1%$6.1M$5.6M-$475.0K2026-10-28
Valmark Advisers, Inc.
INCREASED45,31544,059+1,256+3%$5.7M$5.5M-$227.7K2026-11-06
Legacy Solutions, LLC
INCREASED38,12636,939+1,187+3%$4.8M$4.6M-$174.7K2026-10-07
Creative Planning
INCREASED36,10733,918+2,189+6%$4.4M$4.4M-$26.6K2026-11-02
First American Bank
INCREASED34,48634,408+78+0%$4.5M$4.2M-$287.8K2026-10-27
Councilor Wealth, LLC
INCREASED31,42128,347+3,074+11%$3.7M$3.8M+$129.4K2026-10-09
Clearstead Advisors, LLC
INCREASED31,33326,584+4,749+18%$3.5M$3.8M+$348.7K2026-11-06
Phillips Financial Management, LLC
UNCHANGED30,73730,73700%$4.0M$3.7M-$265.6K2026-10-19
Coastline Trust Co
DECREASED30,19430,274-800%$3.9M$3.7M-$271.3K2026-10-01
Citigroup Inc
INCREASED30,17930,088+91+0%$3.9M$3.7M-$248.9K2026-11-04
Bank of New York Mellon Corp
INCREASED29,29421,552+7,742+36%$2.8M$3.6M+$756.5K2026-11-05
Truist Financial Corp
INCREASED27,91227,852+60+0%$3.6M$3.4M-$233.3K2026-10-30
Meitav Investment House LTD
UNCHANGED27,59227,59200%$3.6M$3.4M-$238.4K2026-10-28
Schear Investment Advisers, LLC
NEW25,191—+25,191——$3.1M—2026-10-14
Tempo Wealth, LLC
DECREASED25,19125,256-650%$3.3M$3.1M-$226.1K2026-10-14
Fairway Wealth LLC
DECREASED24,56924,863-294-1%$3.2M$3.0M-$250.6K2026-10-30
SpringVest Wealth Management LLC
DECREASED20,91320,922-90%$2.7M$2.5M-$181.9K2026-10-27
Marble Harbor Investment Counsel, LLC
UNCHANGED20,66020,66000%$2.7M$2.5M-$178.5K2026-11-06
Valpey Financial Services, LLC
DECREASED19,56219,657-950%$2.6M$2.4M-$181.4K2026-10-30
Farther Finance Advisors, LLC
INCREASED19,31617,056+2,260+13%$2.2M$2.4M+$127.9K2026-10-08
Pachira Investments Inc.
INCREASED15,92611,072+4,854+44%$1.4M$1.9M+$495.4K2026-10-14
Andrews Advisory Associates, LLC
DECREASED15,35517,798-2,443-14%$2.3M$1.9M-$451.3K2026-10-15
US Bancorp \de\
DECREASED14,91315,348-435-3%$2.0M$1.8M-$185.6K2026-11-05
Klingman & Associates, LLC
UNCHANGED14,75314,75300%$1.9M$1.8M-$127.4K2026-10-20
SoundView Advisors Inc.
DECREASED14,43114,921-490-3%$1.9M$1.8K-$1.9M2026-11-04
Gibraltar Capital Management, Inc.
UNCHANGED14,12014,12000%$1.8M$1.7M-$122.0K2026-10-27
Quadrant Capital Group LLC
UNCHANGED13,61313,61300%$1.8M$1.7M-$87.8K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED12,5587,257+5,301+73%$946.3K$1.5M+$582.8K2026-10-16
Greenleaf Trust
DECREASED12,31512,659-344-3%$1.7M$1.5M-$151.3K2026-10-29
First Bancorp, Inc
UNCHANGED11,36311,36300%$1.5M$1.4M-$98.2K2026-10-26
SAX Wealth Advisors, LLC
UNCHANGED10,40710,40700%$1.2M$1.3M+$77.4K2026-10-13
WealthBridge Capital Management, LLC
DECREASED10,35110,461-110-1%$1.4M$1.3M-$103.8K2026-10-16
Atria Investments, Inc
DECREASED10,35110,461-110-1%$1.4M$1.3M-$103.8K2026-10-15
Naples Global Advisors, LLC
UNCHANGED10,20510,20500%$1.3M$1.2M-$88.2K2026-11-05
Summit Financial Strategies, Inc.
UNCHANGED9,9549,95400%$1.3M$1.2M-$86.0K2026-10-14
Keybank National Association
INCREASED9,8285,781+4,047+70%$753.8K$1.2M+$442.8K2026-11-04
Vise Technologies, Inc.
NEW9,543—+9,543——$1.2M—2026-10-29
Park Avenue Securities LLC
DECREASED9,3589,425-67-1%$1.2M$1.1K-$1.2M2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED9,2899,28900%$1.2M$1.1M-$80.3K2026-10-08
Base Wealth Management LLC
DECREASED8,2269,419-1,193-13%$1.2M$1.0M-$226.7K2026-10-21
Chicago Partners Investment Group LLC
INCREASED7,6397,588+51+1%$968.5K$936.0K-$32.5K2026-10-27
1834 Investment Advisors Co
DECREASED7,0688,458-1,390-16%$1.1M$860.6K-$242.3K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED6,7696,817-48-1%$872.9K$836.5K-$36.4K2026-10-13
Certified Advisory Corp
NEW6,556—+6,556——$798.3K—2026-10-29
McKinley Carter Wealth Services, Inc.
UNCHANGED6,4526,45200%$841.3K$785.6K-$55.7K2026-10-16
Fifth Third Securities, Inc.
INCREASED6,4345,814+620+11%$758.1K$783.4K+$25.3K2026-10-21
Anson Capital, Inc.
DECREASED6,4276,452-250%$841.3K$782.6K-$58.7K2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED6,4126,807-395-6%$887.6K$780.7K-$106.9K2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED5,9065,90600%$770.1K$719.1K-$51.0K2026-10-15
Simon Quick Advisors, LLC
DECREASED5,8536,073-220-4%$791.9K$712.7K-$79.3K2026-10-26
TD Private Client Wealth LLC
DECREASED5,7065,731-250%$747.4K$694.8K-$52.6K2026-10-28
Spire Wealth Management
DECREASED5,7006,314-614-10%$823.4K$694.0K-$129.4K2026-10-30
Manchester Capital Management LLC
UNCHANGED5,6705,67000%$739.4K$690.4K-$49.0K2026-10-22
Iron Financial LLC
INCREASED5,5565,548+8+0%$723.5K$676.5K-$47.0K2026-10-23
Stordahl Capital Management, Inc.
INCREASED5,5255,519+6+0%$719.7K$672.7K-$47.0K2026-10-22
Diversify Wealth Management, LLC
INCREASED5,4315,406+25+0%$695.2K$670.9K-$24.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED5,4315,406+25+0%$695.2K$670.9K-$24.2K2026-10-20
Grant Street Asset Management, Inc.
INCREASED5,0754,720+355+8%$615.5K$618.0K+$2.4K2026-10-26
Affiance Financial, LLC
INCREASED5,0124,997+15+0%$651.6K$610.3K-$41.4K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED4,7794,770+9+0%$622.0K$581.8K-$40.1K2026-10-26
1900 Wealth Management LLC
INCREASED4,6824,658+24+1%$607.4K$570.1K-$37.3K2026-10-13
Level Four Advisory Services, LLC
INCREASED4,6714,667+4+0%$608.7K$568.8K-$39.9K2026-11-06
Reflection Asset Management
INCREASED4,3824,330+52+1%$564.6K$533.5K-$31.1K2026-10-28
AdvisorNet Financial, Inc
INCREASED4,3664,268+98+2%$556.6K$534.3K-$22.3K2026-10-15
Signature Equity Partners, LLC
INCREASED4,3464,231+115+3%$551.7K$529.2K-$22.6K2026-10-29
CGN Advisors LLC
DECREASED3,9013,984-83-2%$519.5K$475.0K-$44.6K2026-10-21
CRA Financial Services, LLC
DECREASED3,8364,628-792-17%$603.5K$467.1K-$136.4K2026-10-16
Bokf, NA
UNCHANGED3,4133,41300%$445.1K$415.6K-$29.5K2026-10-27
Lanark Financial, Inc.
INCREASED3,2453,243+2+0%$422.9K$395.2K-$27.7K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED3,2263,22600%$420.7K$392.8K-$27.9K2026-11-02
Fiduciary Family Office, LLC
UNCHANGED3,1903,19000%$416.0K$388.4K-$27.6K2026-11-04
Samalin Investment Counsel, LLC
INCREASED3,1773,167+10+0%$413.0K$386.8K-$26.2K2026-10-23
Wedbush Securities Inc
NEW3,171—+3,171——$386—2026-10-22
Pinnacle Associates LTD
INCREASED3,1513,141+10+0%$409.6K$383.7K-$25.9K2026-10-20
Crestwood Advisors Group, LLC
UNCHANGED3,0993,09900%$404.1K$377.3K-$26.8K2026-10-27
Waldron Private Wealth LLC
UNCHANGED3,0523,05200%$398.0K$371.6K-$26.4K2026-11-02
New England Private Wealth Advisors LLC
INCREASED3,0443,034+10+0%$389.0K$370.6K-$18.4K2026-10-19
Merit Financial Group, LLC
INCREASED3,0133,007+6+0%$392.1K$366.8K-$25.3K2026-11-06
Embree Financial Group
INCREASED2,9012,892+9+0%$377.2K$353.2K-$24.0K2026-10-22
Tandem Investment Partners LLC
DECREASED2,8902,950-60-2%$384.7K$351.9K-$32.8K2026-10-16
Choreo, LLC
NEW2,878—+2,878——$350.5K—2026-10-28
Columbia Advisory Partners LLC
INCREASED2,8562,393+463+19%$312.0K$347.8K+$35.7K2026-10-15
Quadrant Private Wealth Management, LLC
NEW2,813—+2,813——$342.5K—2026-11-04
Kieckhefer Group LLC
INCREASED2,8062,607+199+8%$339.9K$341.6K+$1.7K2026-10-13
Joel Isaacson & Co., LLC
INCREASED2,8042,766+38+1%$360.6K$341.4K-$19.2K2026-11-05
LJI Wealth Management, LLC
UNCHANGED2,7522,75200%$358.9K$335.1K-$23.8K2026-10-28
Apollon Wealth Management, LLC
INCREASED2,6072,028+579+29%$264.4K$317.4K+$53.0K2026-10-23
Essex Bank
UNCHANGED2,4902,49000%$324.7K$303.2K-$21.5K2026-10-16
Stage Harbor Financial, LLC
UNCHANGED2,4902,49000%$324.7K$303.2K-$21.5K2026-11-03
Chemistry Wealth Management LLC
UNCHANGED2,3702,37000%$309.0K$288.6K-$20.5K2026-10-16
McAdam, LLC
INCREASED2,3572,055+302+15%$268.0K$287.0K+$19.0K2026-10-21
CoreCap Advisors, LLC
INCREASED2,2632,253+10+0%$293.8K$275.5K-$18.2K2026-10-08
Verum Partners LLC
INCREASED2,2432,238+5+0%$291.8K$273.2K-$18.6K2026-10-21
Mascagni Wealth Management, Inc.
DECREASED2,2292,351-122-5%$306.6K$271.5K-$35.2K2026-10-23
Fisher Asset Management, LLC
UNCHANGED2,2282,22800%$290.5K$271.3K-$19.3K2026-11-06
Valued Retirements, Inc.
UNCHANGED2,1582,15800%$281.4K$262.8K-$18.6K2026-11-06
Opulen Financial Group LLC
INCREASED2,0962,090+6+0%$272.6K$255.2K-$17.3K2026-10-22
Eastern Bank
UNCHANGED2,0432,04300%$266.4K$248.8K-$17.7K2026-10-05
HBK Sorce Advisory LLC
INCREASED2,0322,031+1+0%$264.7K$246.5K-$18.2K2026-11-06
J.W. Cole Advisors, Inc.
NEW2,028—+2,028——$247.0K—2026-11-05
Smith Thornton Advisors LLC
UNCHANGED2,0002,00000%$254.7K$243.5K-$11.2K2026-10-16
Lido Advisors, LLC
NEW1,992—+1,992——$242.7K—2026-11-04
Nicholas Hoffman & Company, Llc.
UNCHANGED1,9891,98900%$259.4K$242.2K-$17.2K2026-10-30
Snider Financial Group
UNCHANGED1,9711,97100%$257.0K$240.0K-$17.0K2026-10-16
Alliance Wealth Advisors, LLC
UNCHANGED1,9681,96800%$256.6K$239.6K-$17.0K2026-10-14
J. Safra Sarasin Holding AG
UNCHANGED1,9221,92200%$219.7K$219.7K$02026-10-26
Foguth Wealth Management, Llc.
NEW1,902—+1,902——$232.9K—2026-10-19
King Luther Capital Management Corp
UNCHANGED1,8801,88000%$245.2K$228.9K-$16.2K2026-11-05
Parkway Wealth Management Group, LLC
UNCHANGED1,8791,87900%$245.0K$228.8K-$16.2K2026-10-20
Sepio Capital, LP
INCREASED1,7651,600+165+10%$208.6K$214.9K+$6.3K2026-10-22
NorthLanding Financial Partners, LLC
INCREASED1,7651,764+1+0%$230.0K$214.9K-$15.1K2026-10-15
Williams Jones Wealth Management, Llc.
UNCHANGED1,7511,75100%$228.3K$213.2K-$15.1K2026-11-05
Krane Financial Solutions LLC
UNCHANGED1,7471,74700%$227.8K$212.7K-$15.1K2026-10-30
Rockingstone Advisors LLC
UNCHANGED1,7401,74000%$226.9K$211.9K-$15.0K2026-10-16
First Financial Group Corp
UNCHANGED1,6941,69400%$220.9K$206.3K-$14.6K2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED1,6551,654+1+0%$215.7K$201.5K-$14.2K2026-10-29
Ledgewood Wealth Advisors, LLC
UNCHANGED1,6481,64800%$214.9K$200.7K-$14.2K2026-10-09
Cullen T Bankers, Inc.
UNCHANGED1,4761,47600%$192.5K$179.7K-$12.8K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED1,4651,515-50-3%$197.6K$178.4K-$19.2K2026-10-30
Latitude Advisors, LLC
NEW1,450—+1,450——$176.6K—2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED1,2991,29900%$169.4K$158.2K-$11.2K2026-10-27
Fifth Third Bancorp
DECREASED1,2441,264-20-2%$164.8K$151.5K-$13.4K2026-11-05
IFP Advisors, Inc
UNCHANGED1,1781,17800%$153.6K$143.4K-$10.2K2026-10-16
Polaris Financial Partners
NEW1,073—+1,073——$131—2026-10-02
Pinnacle Bancorp, Inc.
DECREASED1,0031,105-102-9%$144.1K$122.1K-$22.0K2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED95395300%$124.3K$116.0K-$8.2K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED95095000%$123.9K$115.7K-$8.2K2026-11-04
Independence Bank of Kentucky
UNCHANGED94894800%$123.6K$115.4K-$8.2K2026-10-26
Central Trust Co
NEW886—+886——$107.9K—2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED72472400%$94.4K$88.2K-$6.3K2026-10-29
Barrett & Company, Inc.
UNCHANGED62262200%$81.1K$75.7K-$5.4K2026-10-22
Align Financial, LLC
UNCHANGED57257200%$74.6K$69.6K-$4.9K2026-10-16
Russell Investments Group, Ltd.
INCREASED5611+560+56000%$130$68.3K+$68.2K2026-11-06
Lodestone Wealth Management LLC
UNCHANGED38938900%$50.7K$47.4K-$3.4K2026-10-14
Assetmark, Inc
INCREASED321304+17+6%$39.6K$39.1K-$5572026-10-21
Archer Investment Corp
INCREASED294293+1+0%$38.2K$35.8K-$2.4K2026-11-05
JFS Wealth Advisors, LLC
INCREASED274273+1+0%$35.6K$33.3K-$2.3K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED273280-7-2%$36.5K$33.2K-$3.3K2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED25825800%$33.6K$31.4K-$2.2K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED250249+1+0%$32.5K$30.4K-$2.0K2026-11-04
Buck Wealth Strategies, LLC
DECREASED187189-2-1%$24.7K$22.8K-$1.9K2026-10-28
PNC Financial Services Group, Inc.
INCREASED18266+116+176%$8.6K$22.2K+$13.6K2026-11-06
AlphaCore Capital LLC
UNCHANGED17017000%$22.2K$20.7K-$1.5K2026-11-04
Signaturefd, LLC
UNCHANGED15415400%$20.1K$18.8K-$1.3K2026-10-23
Harbor Asset Planning, Inc.
INCREASED12678+48+62%$10.2K$15.3K+$5.2K2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED12112100%$15.8K$14.7K-$1.0K2026-10-15
Blue Trust, Inc.
INCREASED11842+76+181%$5.5K$14.4K+$8.9K2026-10-15
Fortitude Family Office, LLC
UNCHANGED10010000%$13.0K$12.2K-$8642026-10-14
Abound Wealth Management
UNCHANGED949400%$12.3K$11.5K-$8142026-10-26
Bfsg, LLC
UNCHANGED909000%$11.7K$11.0K-$7772026-10-30
Parallel Advisors, LLC
UNCHANGED787800%$10.2K$9.5K-$6742026-11-03
Key FInancial Inc
UNCHANGED575700%$7.4K$6.9K-$4932026-11-02
City State Bank
UNCHANGED505000%$6.5K$6.1K-$4322026-10-20
SBI Securities Co., Ltd.
INCREASED4341+2+5%$5.3K$5.2K-$1102026-10-22
Reap Financial Group, LLC
UNCHANGED404000%$5.2K$4.9K-$3462026-11-02
Central Pacific Bank - Trust Division
UNCHANGED262600%$3.4K$3.2K-$2242026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED101000%$1.3K$1.2K-$872026-10-23
Gamma Investing LLC
UNCHANGED101000%$1.3K$1.2K-$862026-10-08
Rossby Financial, LCC
NEW1—+1——$122—2026-11-05
Axxcess Wealth Management, LLC
CLOSED032,264-32,264-100%$4.2M$0-$4.2M2026-10-21
Sigma Planning Corp
CLOSED03,760-3,760-100%$490.3K$0-$490.3K2026-10-23
JIM Saulnier & Associates, LLC
CLOSED02,608-2,608-100%$340.1K$0-$340.1K2026-11-04
Sloy Dahl & Holst, LLC
CLOSED01,770-1,770-100%$230.8K$0-$230.8K2026-10-14
Lutz Financial Services LLC
CLOSED01,638-1,638-100%$213.6K$0-$213.6K2026-11-06
Aureum Wealth Management, LLC
CLOSED01,602-1,602-100%$208.9K$0-$208.9K2026-10-15
Dutch Asset Corp
CLOSED01,600-1,600-100%$208.6K$0-$208.6K2026-10-20
GW Henssler & Associates LTD
CLOSED01,556-1,556-100%$202.9K$0-$202.9K2026-10-26
PFG Advisors
CLOSED01,548-1,548-100%$201.9K$0-$201.9K2026-10-16
First Financial Bank - Trust Division
CLOSED01,546-1,546-100%$201.6K$0-$201.6K2026-10-01
Avidian Wealth Enterprises, LLC
CLOSED01,543-1,543-100%$201.2K$0-$201.2K2026-10-08
LifeSteps Financial, Inc.
CLOSED01,436-1,436-100%$187.3K$0-$187.3K2026-10-15
International Assets Investment Management, LLC
CLOSED0718-718-100%$92.8K$0-$92.8K2026-11-02
Brooklyn FI, LLC
CLOSED0693-693-100%$88.8K$0-$88.8K2026-11-05
Salem Investment Counselors Inc
CLOSED0600-600-100%$78.2K$0-$78.2K2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED0380-380-100%$49.6K$0-$49.6K2026-10-27
Tucker Asset Management LLC
CLOSED04-4-100%$556$0-$5562026-10-29
Goldman Sachs Group Inc
N/A—2,045,932-2,045,932-100%$266.8M———
Hantz Financial Services, Inc.
N/A—1,916,060-1,916,060-100%$249.9M———
Bank of America Corp
N/A—1,385,207-1,385,207-100%$180.6M———
Morgan Stanley
N/A—964,765-964,765-100%$125.8M———
UBS Group AG
N/A—821,464-821,464-100%$107.1M———
Northwestern Mutual Wealth Management Co
N/A—716,227-716,227-100%$93.4M———
Raymond James Financial Inc
N/A—374,873-374,873-100%$48.9M———
Starr Indemnity & Liability Co
N/A—364,098-364,098-100%$47.5M———
Wells Fargo & Company
N/A—309,484-309,484-100%$40.4M———
Ameriprise Financial Inc
N/A—281,849-281,849-100%$36.7M———
Envestnet Asset Management Inc
N/A—263,058-263,058-100%$34.3M———
Royal Bank of Canada
N/A—251,422-251,422-100%$32.8M———
C V Starr & Co Inc
N/A—227,427-227,427-100%$29.7M———
Cetera Investment Advisers
N/A—225,150-225,150-100%$29.4M———
Moneta Group Investment Advisors LLC
N/A—216,259-216,259-100%$28.2M———
Francis Financial, Inc.
N/A—182,027-182,027-100%$23.7M———
JPMorgan Chase & Co
N/A—176,964-176,964-100%$22.9M———
Osaic Holdings, Inc.
N/A—121,800-121,800-100%$15.9M———
NWM Advisors, LLC
N/A—121,546-121,546-100%$15.8M———
Rockefeller Capital Management L.P.
N/A—95,378-95,378-100%$12.4M———
Stifel Financial Corp
N/A—93,167-93,167-100%$12.1M———
Coign Capital Advisors LLC
N/A—90,278-90,278-100%$11.8M———
Kastel Capital Advisors, LLC
N/A—83,696-83,696-100%$9.6M———
Raelipskie Partnership
N/A—81,865-81,865-100%$10.7M———
Pathstone Holdings, LLC
N/A—79,504-79,504-100%$10.4M———
Vestmark Advisory Solutions, Inc.
N/A—73,550-73,550-100%$9.6M———
Two Sigma Investments, LP
N/A—70,617-70,617-100%$9.2M———
Janney Montgomery Scott LLC
N/A—69,565-69,565-100%$9.1M———
Brown Advisory Inc
N/A—65,112-65,112-100%$8.5M———
Checchi Capital Advisers, LLC
N/A—64,929-64,929-100%$8.5M———
Cerity Partners LLC
N/A—53,979-53,979-100%$7.0M———
Harbor Advisory Corp
N/A—49,445-49,445-100%$6.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—48,062-48,062-100%$6.3M———
Harbour Investments, Inc.
N/A—44,676-44,676-100%$5.8M———
Savvy Advisors, Inc.
N/A—41,997-41,997-100%$5.5M———
Private Advisor Group, LLC
N/A—40,698-40,698-100%$5.3M———
EP Wealth Advisors, LLC
N/A—40,119-40,119-100%$5.2M———
Blair William & Co
N/A—38,715-38,715-100%$5.0M———
Atlas Legacy Advisors, LLC
N/A—37,075-37,075-100%$4.8M———
Susquehanna International Group, LLP
N/A—35,656-35,656-100%$4.6M———
Jones Financial Companies Lllp
N/A—29,872-29,872-100%$3.9M———
Mariner, LLC
N/A—29,084-29,084-100%$3.8M———
Bluespring Wealth Management, LLC
N/A—28,728-28,728-100%$3.7M———
Keystone Financial Group
N/A—28,637-28,637-100%$3.7M———
EQ LLC
N/A—27,639-27,639-100%$3.6M———
MML Investors Services, LLC
N/A—25,671-25,671-100%$3.3M———
Fiduciary Trust Co
N/A—24,856-24,856-100%$3.2M———
Geneos Wealth Management Inc.
N/A—23,907-23,907-100%$3.1M———
MetLife Investment Management, LLC
N/A—23,490-23,490-100%$3.1M———
&partners
N/A—22,925-22,925-100%$3.0M———
Waverly Advisors, LLC
N/A—21,156-21,156-100%$2.8M———
Provident Co of the Employees of the Hebrew University LTD
N/A—20,714-20,714-100%$2.7M———
Nuveen, LLC
N/A—20,379-20,379-100%$2.7M———
Truepoint, Inc.
N/A—18,200-18,200-100%$2.4M———
Bleakley Financial Group, LLC
N/A—18,081-18,081-100%$2.4M———
Capital Analysts, LLC
N/A—17,036-17,036-100%$2.2M———
CIBC Bancorp USA Inc.
N/A—16,967-16,967-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—16,962-16,962-100%$2.2M———
Octavia Wealth Advisors, LLC
N/A—15,028-15,028-100%$2.0M———
Colter Lewis Investment Partners LLC
N/A—15,021-15,021-100%$2.0M———
Vanguard National Trust Co
N/A—14,607-14,607-100%$1.9M———
Envision Financial Planning, LLC
N/A—13,691-13,691-100%$1.8M———
Huntington National Bank
N/A—13,063-13,063-100%$1.7M———
Zhang Financial LLC
N/A—12,266-12,266-100%$1.6M———
Gotham Asset Management, LLC
N/A—12,246-12,246-100%$1.6M———
Kintra Wealth, LLC
N/A—12,228-12,228-100%$1.6M———
Focus Partners Wealth
N/A—11,321-11,321-100%$1.5M———
FMR LLC
N/A—11,182-11,182-100%$1.5M———
Ritter Daniher Financial Advisory LLC / de
N/A—10,947-10,947-100%$1.4M———
Sittner & Nelson, LLC
N/A—10,900-10,900-100%$1.4M———
Pitcairn Wealth Advisors LLC
N/A—10,060-10,060-100%$1.3M———
FourThought Financial Partners, LLC
N/A—9,828-9,828-100%$1.3M———
Centennial Bank
N/A—9,494-9,494-100%$1.2M———
NewEdge Wealth, LLC
N/A—9,198-9,198-100%$1.2M———
MAI Capital Management
N/A—8,907-8,907-100%$1.2M———
RWA Wealth Partners, LLC
N/A—8,677-8,677-100%$1.1M———
Pack Private Wealth, LLC
N/A—8,099-8,099-100%$1.1M———
Flow Traders U.S. LLC
N/A—7,967-7,967-100%$1.0M———
NewEdge Advisors, LLC
N/A—7,550-7,550-100%$984.5K———
Smartleaf Asset Management LLC
N/A—7,512-7,512-100%$972.8K———
Betterment LLC
N/A—7,382-7,382-100%$963.0K———
Federation des caisses Desjardins du Quebec
N/A—7,211-7,211-100%$940.3K———
Bartlett & Co. Wealth Management LLC
N/A—7,210-7,210-100%$940.2K———
IEQ Capital, LLC
N/A—7,101-7,101-100%$926.0K———
Wealthspire Advisors, LLC
N/A—6,898-6,898-100%$899.5K———
Sanctuary Advisors, LLC
N/A—6,458-6,458-100%$842.1K———
Sound View Wealth Advisors Group, LLC
N/A—6,211-6,211-100%$809.9K———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—6,090-6,090-100%$794.1K———
Hanover Advisors Inc
N/A—6,073-6,073-100%$791.9K———
Baird Financial Group, Inc.
N/A—6,043-6,043-100%$788.0K———
Taylor Hoffman Capital Management LLC
N/A—6,015-6,015-100%$784.3K———
Sovereign Investment Advisors, LLC
N/A—5,934-5,934-100%$773.8K———
O'rourke & Company, Inc
N/A—5,890-5,890-100%$768.1K———
Castle Wealth Management LLC
N/A—5,812-5,812-100%$757.9K———
Thoroughbred Financial Services, LLC
N/A—5,738-5,738-100%$748.0K———
Captrust Financial Advisors
N/A—5,672-5,672-100%$739.6K———
Fort Sheridan Advisors LLC
N/A—5,605-5,605-100%$730.8K———
Sargent Investment Group, LLC
N/A—5,362-5,362-100%$699.2K———
Ameritas Investment Partners, Inc.
N/A—5,286-5,286-100%$689.3K———
Star Financial Bank
N/A—5,014-5,014-100%$653.8K———
UBS Asset Management Americas LLC
N/A—4,870-4,870-100%$635.0K———
Silvercrest Asset Management Group LLC
N/A—4,590-4,590-100%$598.5K———
WNY Asset Management, LLC
N/A—4,200-4,200-100%$547.7K———
Beacon Pointe Advisors, LLC
N/A—4,031-4,031-100%$525.6K———
Tribridge Partners Financial LLC
N/A—4,000-4,000-100%$514.4K———
Stratos Wealth Partners, Ltd.
N/A—3,922-3,922-100%$511.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,819-3,819-100%$498.0K———
Northern Trust Corp
N/A—3,685-3,685-100%$480.5K———
Hemenway Trust Co LLC
N/A—3,660-3,660-100%$477.3K———
Dorsey & Whitney Trust Co LLC
N/A—3,460-3,460-100%$451.2K———
1ST Source Bank
N/A—3,404-3,404-100%$443.9K———
Great Valley Advisor Group, Inc.
N/A—3,211-3,211-100%$418.7K———
HighTower Advisors, LLC
N/A—3,124-3,124-100%$407.3K———
Composition Wealth, LLC
N/A—3,013-3,013-100%$392.9K———
Bank of Montreal
N/A—2,930-2,930-100%$382.1K———
Mercer Global Advisors Inc
N/A—2,892-2,892-100%$377.2K———
Equitable Holdings, Inc.
N/A—2,634-2,634-100%$343.5K———
American Trust
N/A—2,605-2,605-100%$339.7K———
Nwam LLC
N/A—2,600-2,600-100%$339.0K———
Alaethes Wealth, LLC
N/A—2,435-2,435-100%$317.5K———
Wealth Watch Advisors, Inc
N/A—2,424-2,424-100%$316.1K———
Sequoia Financial Advisors, LLC
N/A—2,409-2,409-100%$314.1K———
Cozad Asset Management Inc
N/A—2,386-2,386-100%$311.1K———
Chilton Investment Co Inc.
N/A—2,272-2,272-100%$296.3K———
Arkadios Wealth Advisors
N/A—2,163-2,163-100%$282.1K———
O'shaughnessy Asset Management, LLC
N/A—2,147-2,147-100%$280.0K———
Citadel Advisors LLC
N/A—2,132-2,132-100%$278.0K———
Evernest Financial Advisors, LLC
N/A—2,061-2,061-100%$268.8K———
Benjamin Edwards Inc
N/A—2,047-2,047-100%$266.9K———
Steward Partners Investment Advisory, LLC
N/A—2,041-2,041-100%$266.2K———
Principal Securities, Inc.
N/A—1,793-1,793-100%$233.9K———
Florida Financial Advisors, LLC
N/A—1,764-1,764-100%$230.0K———
Integrated Wealth Concepts LLC
N/A—1,762-1,762-100%$229.8K———
AQR Capital Management LLC
N/A—1,744-1,744-100%$227.4K———
Fairfield, Bush & Co.
N/A—1,730-1,730-100%$225.6K———
Whalerock Point Partners, LLC
N/A—1,700-1,700-100%$221.7K———
Stephens Inc
N/A—1,672-1,672-100%$218.0K———
IHT Wealth Management, LLC
N/A—1,642-1,642-100%$214.1K———
Sierra Capital LLC
N/A—1,535-1,535-100%$200.2K———
Shufro Rose & Co LLC
N/A—1,535-1,535-100%$200.2K———
Vanguard Advisers Inc
N/A—1,416-1,416-100%$184.7K———
BFC Planning, Inc.
N/A—1,337-1,337-100%$174.4K———
Ramirez Asset Management, Inc.
N/A—1,280-1,280-100%$166.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,154-1,154-100%$150.5K———
Investment Counsel Co of Nevada
N/A—1,054-1,054-100%$137.4K———
Atlas Capital Advisors Inc.
N/A—972-972-100%$126.7K———
Colonial Trust Co / SC
N/A—880-880-100%$113.5K———
Evelyn Partners Group Ltd
N/A—834-834-100%$108.8K———
Tanglewood Legacy Advisors, LLC
N/A—822-822-100%$107.2K———
Bessemer Group Inc
N/A—800-800-100%$104.0K———
AE Wealth Management LLC
N/A—760-760-100%$99.1K———
Global Retirement Partners, LLC
N/A—746-746-100%$97.3K———
IFG Advisory, LLC
N/A—691-691-100%$90.1K———
Bogart Wealth, LLC
N/A—601-601-100%$78.4K———
Atomic Invest LLC
N/A—493-493-100%$63.8K———
Financial Life Planners
N/A—400-400-100%$52.2K———
BlackRock, Inc.
N/A—400-400-100%$52.2K———
VSM Wealth Advisory, LLC
N/A—363-363-100%$47.3K———
Ameriflex Group, Inc.
N/A—288-288-100%$37.5K———
Dogwood Wealth Management LLC
N/A—201-201-100%$26.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—181-181-100%$23.6K———
Arax Advisory Partners
N/A—174-174-100%$22.7K———
Bellevue Asset Management, LLC
N/A—150-150-100%$19.6K———
Darwin Wealth Management, LLC
N/A—86-86-100%$11.2K———
Aptus Capital Advisors, LLC
N/A—42-42-100%$5.5K———
ST Germain D J Co Inc
N/A—31-31-100%$4.0K———
Front Row Advisors LLC
N/A—30-30-100%$3.9K———
Oakmont Advisory Group, LLC
N/A—26-26-100%$3.4K———
Fiduciary Financial Advisors
N/A—18-18-100%$2.4K———
Rialto Wealth Management, LLC
N/A—6-6-100%$783———
Showing 362 of 362 institutions