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Vanguard Emerg Mkts GOV BND (VWOB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares1,629,689 from 1,650,865
Change-21,176 (-1%)
Value$102.9M (-$8.1M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares1,515,246 from 1,501,752
Change+13,494 (+1%)
Value$95.7M (-$5.3M)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares1,378,283 from 2,702,926
Change-1,324,643 (-49%)
Value$87.0M (-$92.7M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares1,296,084 from 1,290,036
Change+6,048 (+0%)
Value$81.8M (-$4.9M)
Filed 2026-11-06
Kestra Investment Management, LLC
INCREASED
Shares1,240,655 from 1,229,693
Change+10,962 (+1%)
Value$78.3M (-$4.4M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares783,174 from 893,417
Change-110,243 (-12%)
Value$49.4M (-$10.6M)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares755,441 from 755,102
Change+339 (+0%)
Value$47.7M (-$3.1M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares501,072 from 448,652
Change+52,420 (+12%)
Value$31.6M (+$1.5M)
Filed 2026-11-06
BlueSky Wealth Advisors, LLC
INCREASED
Shares459,323 from 435,695
Change+23,628 (+5%)
Value$29.0M (-$299.0K)
Filed 2026-10-29
Keudell ison Wealth Management
INCREASED
Shares385,930 from 375,202
Change+10,728 (+3%)
Value$24.4M (-$864.8K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares335,649 from 362,702
Change-27,053 (-7%)
Value$18.1M (-$6.1M)
Filed 2026-10-16
Trust Co
INCREASED
Shares307,715 from 280,735
Change+26,980 (+10%)
Value$19.4M (+$549.4K)
Filed 2026-10-09
Columbus Macro, LLC
INCREASED
Shares289,675 from 275,864
Change+13,811 (+5%)
Value$18.3M (-$261.9K)
Filed 2026-10-14
Marotta Asset Management
INCREASED
Shares264,603 from 263,086
Change+1,517 (+1%)
Value$16.7M (-$888.2K)
Filed 2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares264,000 from 224,000
Change+40,000 (+18%)
Value$16.7M (+$1.6M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares258,063 from 30,029
Change+228,034 (+759%)
Value$16.3M (+$14.3M)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED
Shares229,423 from 229,423
Change0 (0%)
Value$14.5M (-$917.5K)
Filed 2026-11-04
Marion Wealth Management
INCREASED
Shares215,000 from 205,098
Change+9,902 (+5%)
Value$13.6M (-$217.9K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares207,951 from 182,352
Change+25,599 (+14%)
Value$13.1M (+$866.6K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares191,201 from 43,517
Change+147,684 (+339%)
Value$12.1M (+$9.1M)
Filed 2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED
Shares186,432 from 187,058
Change-626 (0%)
Value$11.8M (-$808.3K)
Filed 2026-10-29
Avior Wealth Management, LLC
INCREASED
Shares173,282 from 164,456
Change+8,826 (+5%)
Value$10.9M (-$118.8K)
Filed 2026-10-13
TD Private Client Wealth LLC
INCREASED
Shares173,004 from 164,347
Change+8,657 (+5%)
Value$10.9M (-$129.0K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares154,365 from 248,114
Change-93,749 (-38%)
Value$9.7M (-$6.9M)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares153,720 from 105,659
Change+48,061 (+45%)
Value$9.7M (+$2.6M)
Filed 2026-10-23
City State Bank
INCREASED
Shares147,690 from 139,857
Change+7,833 (+6%)
Value$9.3M (-$80.3K)
Filed 2026-10-20
Stablepoint Partners, LLC
INCREASED
Shares147,197 from 132,146
Change+15,051 (+11%)
Value$9.3M (+$407.1K)
Filed 2026-11-03
GP Brinson Investments LLC
UNCHANGED
Shares136,580 from 136,580
Change0 (0%)
Value$8.6M (-$561.3K)
Filed 2026-10-01
Diversify Advisory Services, LLC
INCREASED
Shares129,467 from 128,970
Change+497 (+0%)
Value$8.3M (-$246.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares129,467 from 128,970
Change+497 (+0%)
Value$8.3M (-$246.8K)
Filed 2026-10-20
Robinswood Financial LLC
INCREASED
Shares118,804 from 117,576
Change+1,228 (+1%)
Value$7.5M (-$379.7K)
Filed 2026-10-20
MRA Advisory Group
INCREASED
Shares114,604 from 86,874
Change+27,730 (+32%)
Value$7.2M (+$1.4M)
Filed 2026-10-07
Plan Group Financial, LLC
INCREASED
Shares104,671 from 102,370
Change+2,301 (+2%)
Value$6.6M (-$243.1K)
Filed 2026-10-22
Merit Financial Group, LLC
DECREASED
Shares102,411 from 215,899
Change-113,488 (-53%)
Value$6.5M (-$8.1M)
Filed 2026-11-06
Nilsine Partners, LLC
INCREASED
Shares98,603 from 90,307
Change+8,296 (+9%)
Value$6.2M (+$152.6K)
Filed 2026-11-02
Sage Rhino Capital LLC
INCREASED
Shares96,256 from 92,677
Change+3,579 (+4%)
Value$6.1M (-$154.9K)
Filed 2026-10-28
Brown Wealth Management, LLC
INCREASED
Shares90,364 from 85,296
Change+5,068 (+6%)
Value$5.7M (-$30.6K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares84,627 from 51,150
Change+33,477 (+65%)
Value$5.3M (+$1.9M)
Filed 2026-10-08
Royal Fund Management, LLC
INCREASED
Shares82,369 from 79,455
Change+2,914 (+4%)
Value$5.2M (-$142.6K)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares81,100 from 75,940
Change+5,160 (+7%)
Value$5.1M (+$13.6K)
Filed 2026-10-27
American Financial & TAX Strategies Inc
DECREASED
Shares73,593 from 74,020
Change-427 (-1%)
Value$4.6M (-$331.2K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED
Shares73,064 from 71,871
Change+1,193 (+2%)
Value$4.6M (-$124.3K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares72,336 from 38,968
Change+33,368 (+86%)
Value$4.6M (+$1.9M)
Filed 2026-10-15
Kitching Partners, LLC
INCREASED
Shares72,301 from 71,375
Change+926 (+1%)
Value$4.6M (-$234.9K)
Filed 2026-11-02
MMA Asset Management LLC
DECREASED
Shares72,213 from 76,137
Change-3,924 (-5%)
Value$4.6M (-$560.6K)
Filed 2026-11-02
Calamos Advisors LLC
UNCHANGED
Shares68,168 from 68,168
Change0 (0%)
Value$4.3M (-$280.2K)
Filed 2026-11-02
Factor Wealth Management LTD
INCREASED
Shares66,269 from 54,262
Change+12,007 (+22%)
Value$4.2M (+$535.0K)
Filed 2026-10-08
Naples Global Advisors, LLC
INCREASED
Shares66,044 from 58,264
Change+7,780 (+13%)
Value$4.2M (+$251.7K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares64,960 from 57,656
Change+7,304 (+13%)
Value$4.1M (+$224.1K)
Filed 2026-10-30
Regions Financial Corp
INCREASED
Shares63,805 from 60,538
Change+3,267 (+5%)
Value$4.0M (-$42.6K)
Filed 2026-11-05
Virtus Family Office LLC
INCREASED
Shares63,564 from 63,166
Change+398 (+1%)
Value$4.0M (-$234.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares61,556 from 78,654
Change-17,098 (-22%)
Value$3.9M (-$1.4M)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares59,874 from 49,241
Change+10,633 (+22%)
Value$3.8M (+$468.9K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares58,533 from 49,620
Change+8,913 (+18%)
Value$3.7M (+$358.8K)
Filed 2026-11-04
NewSquare Capital LLC
INCREASED
Shares58,351 from 52,375
Change+5,976 (+11%)
Value$3.7M (+$162.0K)
Filed 2026-11-06
Greenspring Advisors, LLC
INCREASED
Shares56,887 from 52,472
Change+4,415 (+8%)
Value$3.6M (+$63.1K)
Filed 2026-11-05
Echo45 Advisors LLC
INCREASED
Shares55,975 from 54,243
Change+1,732 (+3%)
Value$3.5M (-$113.6K)
Filed 2026-10-07
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares55,610 from 55,815
Change-205 (0%)
Value$3.5M (-$242.4K)
Filed 2026-10-26
Modera Wealth Management, LLC
INCREASED
Shares54,989 from 48,963
Change+6,026 (+12%)
Value$3.5M (+$179.2K)
Filed 2026-10-28
Scissortail Wealth Management, LLC
DECREASED
Shares53,019 from 64,197
Change-11,178 (-17%)
Value$3.3M (-$969.5K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED
Shares52,698 from 59,904
Change-7,206 (-12%)
Value$3.3M (-$701.1K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares51,027 from 49,183
Change+1,844 (+4%)
Value$3.2M (-$85.7K)
Filed 2026-10-13
Horizon Financial Services, LLC
INCREASED
Shares50,475 from 49,589
Change+886 (+2%)
Value$3.2M (-$147.9K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares49,055 from 52,445
Change-3,390 (-6%)
Value$3.1M (-$400.1K)
Filed 2026-10-13
DeLarme Wealth Management, Inc.
INCREASED
Shares47,905 from 44,355
Change+3,550 (+8%)
Value$3.0M (+$41.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares47,174 from 40,746
Change+6,428 (+16%)
Value$3.0K (-$2.7M)
Filed 2026-11-02
Central Bank & Trust Co
INCREASED
Shares46,379 from 44,535
Change+1,844 (+4%)
Value$2.9M (-$66.6K)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares46,274 from 47,979
Change-1,705 (-4%)
Value$2.9M (-$304.8K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares43,385 from 46,476
Change-3,091 (-7%)
Value$2.7M (-$386.1K)
Filed 2026-10-15
Beacon Advisors Holdings, LLC
INCREASED
Shares43,210 from 43,057
Change+153 (+0%)
Value$2.7M (-$167.3K)
Filed 2026-10-27
Verde Capital Management
DECREASED
Shares41,569 from 50,405
Change-8,836 (-18%)
Value$2.6M (-$765.0K)
Filed 2026-10-28
Gladwyn Financial Advisors, Inc.
INCREASED
Shares40,148 from 39,403
Change+745 (+2%)
Value$2.5M (-$114.9K)
Filed 2026-10-05
Apella Capital, LLC
DECREASED
Shares39,474 from 44,572
Change-5,098 (-11%)
Value$2.5M (-$480.1K)
Filed 2026-10-08
Quartz Partners, LLC
NEW
Shares38,708
Change+38,708
Value$2.4M
Filed 2026-11-03
Ameraudi Asset Management, Inc.
DECREASED
Shares38,697 from 39,302
Change-605 (-2%)
Value$2.4M (-$199.7K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares38,391 from 28,809
Change+9,582 (+33%)
Value$2.4M (+$486.5K)
Filed 2026-10-29
Sagace Wealth Management LLC
INCREASED
Shares37,442 from 34,901
Change+2,541 (+7%)
Value$2.4M (+$17.0K)
Filed 2026-10-28
Compass Financial Group, Inc.
INCREASED
Shares36,349 from 36,104
Change+245 (+1%)
Value$2.3M (-$132.9K)
Filed 2026-11-06
Connecticut Capital Management Group, LLC
DECREASED
Shares35,751 from 35,894
Change-143 (0%)
Value$2.3M (-$156.6K)
Filed 2026-10-29
Heritage Family Offices, LLP
INCREASED
Shares34,871 from 27,649
Change+7,222 (+26%)
Value$2.2M (+$342.3K)
Filed 2026-11-02
Shore Point Advisors, LLC
INCREASED
Shares34,765 from 34,721
Change+44 (+0%)
Value$2.0M (-$108.8K)
Filed 2026-10-14
Brighton Securities Corp.
INCREASED
Shares34,665 from 33,289
Change+1,376 (+4%)
Value$2.2M (-$50.0K)
Filed 2026-10-08
StoneX Group Inc.
INCREASED
Shares34,608 from 29,831
Change+4,777 (+16%)
Value$2.2M (+$179.0K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares33,019 from 32,606
Change+413 (+1%)
Value$2.1M (-$107.9K)
Filed 2026-10-15
Ridgewood Investments LLC
INCREASED
Shares32,339 from 26,007
Change+6,332 (+24%)
Value$2.0M (+$292.8K)
Filed 2026-10-05
K2 Financial Inc.
INCREASED
Shares31,220 from 30,210
Change+1,010 (+3%)
Value$2.0M (-$48.4K)
Filed 2026-10-26
Veery Capital, LLC
INCREASED
Shares30,493 from 28,631
Change+1,862 (+7%)
Value$1.9M (-$100)
Filed 2026-10-07
SBI Securities Co., Ltd.
DECREASED
Shares30,301 from 30,779
Change-478 (-2%)
Value$1.9M (-$156.7K)
Filed 2026-10-22
Iams Wealth Management, LLC
DECREASED
Shares28,595 from 59,428
Change-30,833 (-52%)
Value$1.8M (-$2.2M)
Filed 2026-10-15
Breakwater Investment Management
DECREASED
Shares28,378 from 28,663
Change-285 (-1%)
Value$1.8M (-$135.8K)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares28,355 from 29,645
Change-1,290 (-4%)
Value$1.8M (-$203.2K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares27,716 from 27,726
Change-10 (0%)
Value$1.7M (-$114.6K)
Filed 2026-10-27
Verus Wealth Management, LLC
INCREASED
Shares27,566 from 25,306
Change+2,260 (+9%)
Value$1.7M (+$38.7K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares25,346 from 41,021
Change-15,675 (-38%)
Value$1.6M (-$1.2M)
Filed 2026-11-04
Yorktown Management & Research Co Inc
DECREASED
Shares25,000 from 30,000
Change-5,000 (-17%)
Value$1.6M (-$439.0K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares24,151 from 19,212
Change+4,939 (+26%)
Value$1.5M (+$232.8K)
Filed 2026-11-06
Rinkey Investments
UNCHANGED
Shares22,253 from 22,253
Change0 (0%)
Value$1.4M (-$91.5K)
Filed 2026-10-28
White Lighthouse Investment Management Inc.
INCREASED
Shares21,901 from 19,597
Change+2,304 (+12%)
Value$1.4M (+$64.9K)
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares21,590 from 22,010
Change-420 (-2%)
Value$1.4M (-$117.0K)
Filed 2026-10-08
JIM Saulnier & Associates, LLC
INCREASED
Shares20,990 from 20,922
Change+68 (+0%)
Value$1.3M (-$81.7K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares20,057 from 19,120
Change+937 (+5%)
Value$1.3M (-$19.4K)
Filed 2026-10-22
Whalen Wealth Management Inc.
DECREASED
Shares19,272 from 25,534
Change-6,262 (-25%)
Value$1.2M (-$500.3K)
Filed 2026-10-08
Sidoxia Capital Management, LLC
INCREASED
Shares19,257 from 17,698
Change+1,559 (+9%)
Value$1.2M (+$25.7K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares18,434 from 17,956
Change+478 (+3%)
Value$1.2M (-$43.6K)
Filed 2026-11-04
Ascent Wealth Partners, LLC
INCREASED
Shares18,155 from 10,315
Change+7,840 (+76%)
Value$1.1M (+$452.5K)
Filed 2026-10-23
David Kennon Inc
DECREASED
Shares18,037 from 18,155
Change-118 (-1%)
Value$1.1M (-$82.1K)
Filed 2026-10-13
First Citizens Bank & Trust Co
DECREASED
Shares17,500 from 17,548
Change-48 (0%)
Value$1.1M (-$75.2K)
Filed 2026-10-14
LAM Group, Inc.
INCREASED
Shares17,275 from 16,060
Change+1,215 (+8%)
Value$1.1M (+$10.7K)
Filed 2026-10-26
Alps Advisors Inc
DECREASED
Shares17,255 from 29,270
Change-12,015 (-41%)
Value$1.1M (-$878.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares17,160 from 19,518
Change-2,358 (-12%)
Value$1.1M (-$229.1K)
Filed 2026-10-08
Seed Wealth Management, Inc.
INCREASED
Shares17,145 from 16,235
Change+910 (+6%)
Value$1.1M (-$9.3K)
Filed 2026-10-20
Yoffe Investment Management, LLC
INCREASED
Shares17,067 from 17,044
Change+23 (+0%)
Value$1.1M (-$68.6K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares15,767 from 15,387
Change+380 (+2%)
Value$995.4K (-$39.3K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares15,429 from 37,671
Change-22,242 (-59%)
Value$974 (-$2.5M)
Filed 2026-11-05
Diversified Enterprises, LLC
INCREASED
Shares15,236 from 11,910
Change+3,326 (+28%)
Value$961.8K (+$161.0K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares15,022 from 14,268
Change+754 (+5%)
Value$948.3K (-$11.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares14,237 from 14,028
Change+209 (+1%)
Value$903.5K (-$39.8K)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares14,024 from 12,923
Change+1,101 (+9%)
Value$885.3K (+$16.4K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares13,991 from 14,570
Change-579 (-4%)
Value$883 (-$979.1K)
Filed 2026-10-26
GenTrust, LLC
DECREASED
Shares13,952 from 20,753
Change-6,801 (-33%)
Value$880.8K (-$514.7K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares13,868 from 12,661
Change+1,207 (+10%)
Value$875.5K (+$24.2K)
Filed 2026-10-13
SigFig Wealth Management, LLC
INCREASED
Shares13,090 from 12,124
Change+966 (+8%)
Value$826.4K (+$8.3K)
Filed 2026-10-07
Moulton Wealth Management, Inc
DECREASED
Shares12,794 from 12,831
Change-37 (0%)
Value$802.2K (-$56.1K)
Filed 2026-10-13
FAI Advisors, Inc.
DECREASED
Shares12,581 from 12,610
Change-29 (0%)
Value$794.2K (-$53.7K)
Filed 2026-10-27
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares12,292 from 12,292
Change0 (0%)
Value$776.0K (-$50.5K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares12,085 from 12,107
Change-22 (0%)
Value$763.0K (-$51.2K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares12,005 from 10,875
Change+1,130 (+10%)
Value$757.9K (+$26.6K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$757.6K (-$49.3K)
Filed 2026-11-04
Midwest Trust Co
NEW
Shares11,665
Change+11,665
Value$736.4K
Filed 2026-10-22
FC Advisory LLC
INCREASED
Shares11,502 from 10,591
Change+911 (+9%)
Value$726.1K (+$14.0K)
Filed 2026-10-05
RFG Advisory, LLC
DECREASED
Shares11,215 from 12,047
Change-832 (-7%)
Value$708.0K (-$102.1K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares10,718 from 7,039
Change+3,679 (+52%)
Value$676.7K (+$203.3K)
Filed 2026-10-29
Stewardship Advisors, LLC
INCREASED
Shares10,524 from 10,187
Change+337 (+3%)
Value$664.4K (-$20.6K)
Filed 2026-10-20
Euro Pacific Asset Management, LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$650.2K (+$650.1K)
Filed 2026-11-03
Creekside Partners
INCREASED
Shares10,132 from 10,004
Change+128 (+1%)
Value$639.7K (-$33.0K)
Filed 2026-11-04
Summa Corp.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$631.3K (-$41.1K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares9,683
Change+9,683
Value$651.1K
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares8,974 from 8,870
Change+104 (+1%)
Value$566.5K (-$29.9K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares8,159 from 8,071
Change+88 (+1%)
Value$515.1K (-$27.6K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares8,156 from 13,540
Change-5,384 (-40%)
Value$514.9K (-$395.5K)
Filed 2026-11-03
Virtue Capital Management, LLC
DECREASED
Shares8,152 from 12,391
Change-4,239 (-34%)
Value$514.6K (-$318.5K)
Filed 2026-10-29
Versant Capital Management, Inc
DECREASED
Shares8,085 from 17,871
Change-9,786 (-55%)
Value$510.4K (-$691.3K)
Filed 2026-10-02
Summit Global Investments
INCREASED
Shares8,046 from 7,860
Change+186 (+2%)
Value$508 (-$528.5K)
Filed 2026-10-28
Moors & Cabot, Inc.
INCREASED
Shares7,841 from 7,544
Change+297 (+4%)
Value$495.0K (-$12.3K)
Filed 2026-11-06
Trust Point Inc.
DECREASED
Shares7,816 from 7,827
Change-11 (0%)
Value$493.4K (-$32.9K)
Filed 2026-10-27
Valen Private Capital, LLC
NEW
Shares7,808
Change+7,808
Value$492.9K
Filed 2026-10-23
Condor Capital Management
UNCHANGED
Shares7,699 from 7,699
Change0 (0%)
Value$486.1K (-$31.6K)
Filed 2026-11-06
Strategic Advocates LLC
INCREASED
Shares7,685 from 6,848
Change+837 (+12%)
Value$485.2K (+$24.7K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
UNCHANGED
Shares7,326 from 7,326
Change0 (0%)
Value$462.5K (-$30.1K)
Filed 2026-11-03
WBH Advisory Inc
INCREASED
Shares7,289 from 7,074
Change+215 (+3%)
Value$460.2K (-$15.5K)
Filed 2026-11-05
Eagle Bay Advisors LLC
INCREASED
Shares7,024 from 5,887
Change+1,137 (+19%)
Value$443.4K (+$47.6K)
Filed 2026-10-16
XY Planning Network, Inc.
INCREASED
Shares6,727 from 3,709
Change+3,018 (+81%)
Value$424.7K (+$175.3K)
Filed 2026-10-14
TSA Wealth Managment LLC
DECREASED
Shares6,099 from 7,425
Change-1,326 (-18%)
Value$385.0K (-$114.2K)
Filed 2026-10-22
Ackerman Capital Advisors, LLC
UNCHANGED
Shares6,041 from 6,041
Change0 (0%)
Value$381.4K (-$24.8K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares5,939 from 3,279
Change+2,660 (+81%)
Value$374.9K (+$154.4K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares5,907 from 8,735
Change-2,828 (-32%)
Value$372.9K (-$200.9K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares5,901 from 5,564
Change+337 (+6%)
Value$373.8K (-$353)
Filed 2026-10-30
First Growth Capital LLC
INCREASED
Shares5,719 from 4,800
Change+919 (+19%)
Value$361.1K (+$38.3K)
Filed 2026-10-15
Horst & Graben Wealth Management LLC
DECREASED
Shares5,707 from 6,926
Change-1,219 (-18%)
Value$360.3K (-$102.8K)
Filed 2026-11-02
RAM Investment Partners, LLC
DECREASED
Shares5,570 from 6,439
Change-869 (-13%)
Value$351.6K (-$81.3K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares5,448 from 4,815
Change+633 (+13%)
Value$343.9K (+$20.2K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares5,394 from 5,536
Change-142 (-3%)
Value$340.6K (-$31.7K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
DECREASED
Shares5,383 from 34,127
Change-28,744 (-84%)
Value$339.8K (-$2.0M)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares5,379 from 3,425
Change+1,954 (+57%)
Value$339.6K (+$109.3K)
Filed 2026-10-08
Parkside Financial Bank & Trust
DECREASED
Shares5,379 from 6,442
Change-1,063 (-16%)
Value$339.6K (-$93.6K)
Filed 2026-10-27
Revisor Wealth Management LLC
DECREASED
Shares5,242 from 7,260
Change-2,018 (-28%)
Value$333.6K (-$154.6K)
Filed 2026-10-20
Jnba Financial Advisors
UNCHANGED
Shares4,932 from 4,932
Change0 (0%)
Value$311.4K (-$20.3K)
Filed 2026-11-03
Advisory Solutions Group, LLC
INCREASED
Shares4,913 from 4,616
Change+297 (+6%)
Value$310.2K (-$222)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares4,852 from 4,809
Change+43 (+1%)
Value$306.3K (-$17.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
INCREASED
Shares4,747 from 4,347
Change+400 (+9%)
Value$299.7K (+$7.4K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares4,545 from 3,841
Change+704 (+18%)
Value$286.9K (+$28.7K)
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares4,472 from 4,472
Change0 (0%)
Value$282.3K (-$18.4K)
Filed 2026-11-06
Orba Wealth Advisors, L.L.C.
INCREASED
Shares4,336 from 3,924
Change+412 (+11%)
Value$273.7K (+$9.9K)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$272.1K (-$17.7K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares4,278 from 4,180
Change+98 (+2%)
Value$270.1K (-$11.0K)
Filed 2026-10-16
Evolution Advisers, Inc.
INCREASED
Shares4,235 from 2,053
Change+2,182 (+106%)
Value$268.8K (+$130.8K)
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
DECREASED
Shares4,093 from 8,117
Change-4,024 (-50%)
Value$258.4K (-$287.4K)
Filed 2026-10-16
Daiwa Securities Group Inc.
INCREASED
Shares4,058 from 3,848
Change+210 (+5%)
Value$256.2K (-$2.6K)
Filed 2026-10-29
Carter Financial Group, Inc.
INCREASED
Shares3,865 from 3,655
Change+210 (+6%)
Value$244.0K (-$1.8K)
Filed 2026-10-21
Sincerus Advisory, LLC
INCREASED
Shares3,774 from 3,756
Change+18 (+0%)
Value$238.3K (-$14.3K)
Filed 2026-10-09
Integris Wealth Management, LLC
INCREASED
Shares3,663 from 3,215
Change+448 (+14%)
Value$231.2K (+$15.0K)
Filed 2026-10-14
Q3 Asset Management
DECREASED
Shares3,611 from 36,552
Change-32,941 (-90%)
Value$228 (-$2.5M)
Filed 2026-11-06
Chapin Davis, Inc.
UNCHANGED
Shares3,570 from 3,570
Change0 (0%)
Value$225.4K (-$14.7K)
Filed 2026-10-09
Lynx Investment Advisory
INCREASED
Shares3,560 from 3,535
Change+25 (+1%)
Value$224.7K (-$13.0K)
Filed 2026-10-27
Rockingstone Advisors LLC
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$224.1K (-$14.6K)
Filed 2026-10-16
LifeGoal Investments, LLC
DECREASED
Shares3,527 from 6,692
Change-3,165 (-47%)
Value$222.7K (-$227.3K)
Filed 2026-10-09
Virtue Asset Management LLC
UNCHANGED
Shares3,402 from 3,402
Change0 (0%)
Value$214.8K (-$14.0K)
Filed 2026-10-21
International Assets Investment Management, LLC
INCREASED
Shares3,370 from 3,350
Change+20 (+1%)
Value$211.3K (-$12.7K)
Filed 2026-11-02
Bauman Advisory Group, LLC
NEW
Shares3,364
Change+3,364
Value$212.4K
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares3,243 from 3,381
Change-138 (-4%)
Value$204.7K (-$22.6K)
Filed 2026-10-28
WPG Advisers, LLC
DECREASED
Shares3,141 from 3,273
Change-132 (-4%)
Value$198.3K (-$21.8K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,722 from 2,722
Change0 (0%)
Value$171.8K (-$11.2K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
INCREASED
Shares2,465 from 10
Change+2,455 (+24550%)
Value$156 (+$155)
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares1,902 from 1,824
Change+78 (+4%)
Value$120.1K (-$2.6K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
INCREASED
Shares1,498 from 959
Change+539 (+56%)
Value$94.6K (+$30.1K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,229 from 1,211
Change+18 (+1%)
Value$77.6K (-$3.8K)
Filed 2026-10-26
AlphaCore Capital LLC
NEW
Shares1,100
Change+1,100
Value$69.4K
Filed 2026-11-04
Maseco LLP
INCREASED
Shares1,003 from 3
Change+1,000 (+33333%)
Value$63.3K (+$63.1K)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares937 from 496
Change+441 (+89%)
Value$59.2K (+$25.8K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares914 from 773
Change+141 (+18%)
Value$57.7K (+$5.7K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares870 from 215
Change+655 (+305%)
Value$58.5K (+$44.0K)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$52.1K (-$3.4K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$49.7K (-$3.2K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$35.4K (-$2.3K)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares495 from 635
Change-140 (-22%)
Value$31.2K (-$11.4K)
Filed 2026-10-01
Root Financial Partners, LLC
NEW
Shares471
Change+471
Value$29.7K
Filed 2026-10-21
Redwood Park Advisors LLC
NEW
Shares457
Change+457
Value$28.9K
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares454 from 322
Change+132 (+41%)
Value$28.7K (+$6.9K)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$24.4K (-$1.6K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED
Shares375 from 379
Change-4 (-1%)
Value$23.7K (-$1.8K)
Filed 2026-10-30
Quaker Wealth Management, LLC
INCREASED
Shares305 from 300
Change+5 (+2%)
Value$19.3K (-$920)
Filed 2026-10-22
Bay Harbor Wealth Management, LLC
NEW
Shares293
Change+293
Value$18.5K
Filed 2026-11-03
Clearstead Advisors, LLC
NEW
Shares274
Change+274
Value$17.3K
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares248 from 255
Change-7 (-3%)
Value$15.7K (-$1.5K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares244
Change+244
Value$15.4K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$15.4K (-$1.0K)
Filed 2026-10-20
Arlington Trust Co LLC
DECREASED
Shares205 from 474
Change-269 (-57%)
Value$12.9K (-$18.9K)
Filed 2026-10-20
10Elms LLP
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.6K (-$822)
Filed 2026-11-06
Blueline Advisors LLC
INCREASED
Shares189 from 178
Change+11 (+6%)
Value$12.0K (-$22)
Filed 2026-10-15
Realta Investment Advisors
INCREASED
Shares164 from 157
Change+7 (+4%)
Value$10.4K (-$171)
Filed 2026-10-14
Transce3nd, LLC
DECREASED
Shares146 from 152
Change-6 (-4%)
Value$9.3K (-$883)
Filed 2026-10-26
CX Institutional
NEW
Shares141
Change+141
Value$9
Filed 2026-10-02
Asset Dedication, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$8.1K (-$530)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares122 from 192
Change-70 (-36%)
Value$7.7K (-$5.2K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$7.6K (-$493)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$7.4K (-$485)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares93
Change+93
Value$5.9K
Filed 2026-10-09
Meriwether Wealth & Planning, LLC
NEW
Shares81
Change+81
Value$5.1K
Filed 2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$5.1K (-$329)
Filed 2026-10-27
Bayban
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$4.5K ($0)
Filed 2026-11-05
Clearstead Trust, LLC
NEW
Shares62
Change+62
Value$3.9K
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares62 from 42
Change+20 (+48%)
Value$3.9K (+$1.1K)
Filed 2026-10-23
Granite FO LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.7K (-$238)
Filed 2026-10-14
Tompkins Financial Corp
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.3K (-$213)
Filed 2026-10-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.0K (-$196)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.0K (-$127)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares30 from 3
Change+27 (+900%)
Value$1.9K (+$1.7K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.9K (-$124)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares24 from 16
Change+8 (+50%)
Value$1.5K (+$410)
Filed 2026-11-05
Farmers & Merchants Investments Inc
DECREASED
Shares22 from 69
Change-47 (-68%)
Value$1.4K (-$3.3K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares21
Change+21
Value$1.4K
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$952 (-$124)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$895 (+$357)
Filed 2026-11-06
Markowski Investments
NEW
Shares10
Change+10
Value$631
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW
Shares9
Change+9
Value$569
Filed 2026-10-15
Godsey & Gibb, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$442 (-$29)
Filed 2026-10-14
First Pacific Financial
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$329 (-$16)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$316 (-$21)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares2 from 119
Change-117 (-98%)
Value$126 (-$7.9K)
Filed 2026-10-15
Spurstone Advisory Services, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$63 (-$71)
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$63 (-$4)
Filed 2026-10-14
NBT Bank, N.A.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$63 (-$4)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$64 (-$4)
Filed 2026-10-27
Principal Financial Group Inc
CLOSED
Shares0 from 1,025,511
Change-1,025,511 (-100%)
Value$0 (-$69.0M)
Filed 2026-11-02
Greystone Financial Group, LLC
CLOSED
Shares0 from 194,585
Change-194,585 (-100%)
Value$0 (-$13.1M)
Filed 2026-10-26
Deutsche Bank Ag\
CLOSED
Shares0 from 45,444
Change-45,444 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 27,649
Change-27,649 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-27
AXS Investments LLC
CLOSED
Shares0 from 25,443
Change-25,443 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Belvedere Trading LLC
CLOSED
Shares0 from 21,398
Change-21,398 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Global Assets Advisory, LLC
CLOSED
Shares0 from 7,110
Change-7,110 (-100%)
Value$0 (-$475.6K)
Filed 2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
CLOSED
Shares0 from 6,330
Change-6,330 (-100%)
Value$0 (-$425.6K)
Filed 2026-11-03
Pictet North America Advisors SA
CLOSED
Shares0 from 5,812
Change-5,812 (-100%)
Value$0 (-$390.8K)
Filed 2026-10-21
Elevatus Welath Management
CLOSED
Shares0 from 5,664
Change-5,664 (-100%)
Value$0 (-$380.9K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 4,363
Change-4,363 (-100%)
Value$0 (-$293.4K)
Filed 2026-10-22
Garde Capital, Inc.
CLOSED
Shares0 from 3,416
Change-3,416 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
CLOSED
Shares0 from 3,348
Change-3,348 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 3,337
Change-3,337 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-19
Meridian Wealth Management, LLC
CLOSED
Shares0 from 3,289
Change-3,289 (-100%)
Value$0 (-$221.2K)
Filed 2026-11-05
rebel Financial LLC
CLOSED
Shares0 from 3,274
Change-3,274 (-100%)
Value$0 (-$220.1K)
Filed 2026-11-04
Brooklyn FI, LLC
CLOSED
Shares0 from 1,864
Change-1,864 (-100%)
Value$0 (-$123.3K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 1,008
Change-1,008 (-100%)
Value$0 (-$67.8K)
Filed 2026-11-04
Tsfg, LLC
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$43)
Filed 2026-10-23
Trust Co of Toledo NA
CLOSED
Shares0 from 359
Change-359 (-100%)
Value$0 (-$24.1K)
Filed 2026-10-16
Center for Financial Planning, Inc.
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-28
American National Bank & Trust
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$67)
Filed 2026-10-07
Betterment LLC
N/A
Shares— from 7,520,903
Change-7,520,903 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,283,035
Change-4,283,035 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,647,079
Change-3,647,079 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,411,984
Change-3,411,984 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,134,822
Change-3,134,822 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,077,855
Change-3,077,855 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,686,305
Change-2,686,305 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,188,737
Change-2,188,737 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,480,565
Change-1,480,565 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,351,550
Change-1,351,550 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,250,000
Change-1,250,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 919,634
Change-919,634 (-100%)
Value—
UBS Group AG
N/A
Shares— from 643,621
Change-643,621 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 613,500
Change-613,500 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 517,660
Change-517,660 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 462,987
Change-462,987 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 446,500
Change-446,500 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 412,915
Change-412,915 (-100%)
Value—
Allianz SE
N/A
Shares— from 377,100
Change-377,100 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 342,544
Change-342,544 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 309,560
Change-309,560 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 284,255
Change-284,255 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 258,812
Change-258,812 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 252,253
Change-252,253 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 227,077
Change-227,077 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 225,894
Change-225,894 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 220,100
Change-220,100 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 213,111
Change-213,111 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 210,678
Change-210,678 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 198,936
Change-198,936 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 187,705
Change-187,705 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 179,179
Change-179,179 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 172,709
Change-172,709 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 154,122
Change-154,122 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 153,953
Change-153,953 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 144,541
Change-144,541 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 140,364
Change-140,364 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 138,481
Change-138,481 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 114,330
Change-114,330 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 114,119
Change-114,119 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 106,348
Change-106,348 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 102,759
Change-102,759 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 94,745
Change-94,745 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 92,782
Change-92,782 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 90,797
Change-90,797 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 89,098
Change-89,098 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 86,147
Change-86,147 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,820
Change-75,820 (-100%)
Value—
&partners
N/A
Shares— from 74,802
Change-74,802 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 72,867
Change-72,867 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 71,221
Change-71,221 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 70,085
Change-70,085 (-100%)
Value—
State Street Corp
N/A
Shares— from 69,901
Change-69,901 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 69,689
Change-69,689 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 67,795
Change-67,795 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 66,029
Change-66,029 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 61,083
Change-61,083 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 53,966
Change-53,966 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 51,691
Change-51,691 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 46,524
Change-46,524 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 46,162
Change-46,162 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 45,956
Change-45,956 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 41,083
Change-41,083 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 39,993
Change-39,993 (-100%)
Value—
Nwam LLC
N/A
Shares— from 37,071
Change-37,071 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 34,300
Change-34,300 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,299
Change-34,299 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 33,881
Change-33,881 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 30,334
Change-30,334 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 28,836
Change-28,836 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 28,252
Change-28,252 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 25,751
Change-25,751 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 25,274
Change-25,274 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 25,260
Change-25,260 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24,654
Change-24,654 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 22,725
Change-22,725 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 22,251
Change-22,251 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,166
Change-21,166 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,506
Change-20,506 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 20,486
Change-20,486 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,542
Change-18,542 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 18,323
Change-18,323 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,254
Change-18,254 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,745
Change-17,745 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 17,101
Change-17,101 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,698
Change-16,698 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 15,898
Change-15,898 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,743
Change-15,743 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 14,703
Change-14,703 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,167
Change-14,167 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 12,632
Change-12,632 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,041
Change-12,041 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,303
Change-11,303 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,339
Change-10,339 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,837
Change-9,837 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 9,282
Change-9,282 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
BNP Paribas
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 8,346
Change-8,346 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 6,238
Change-6,238 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,087
Change-6,087 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 534
Change-534 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 512
Change-512 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 504
Change-504 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 422
Change-422 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 395
Change-395 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 384
Change-384 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 150
Change-150 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 85
Change-85 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 83
Change-83 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12
Change-12 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1
Change-1 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED1,629,6891,650,865-21,176-1%$111.0M$102.9M-$8.1M2026-11-05
Creative Planning
INCREASED1,515,2461,501,752+13,494+1%$101.0M$95.7M-$5.3M2026-11-02
Savant Capital, LLC
DECREASED1,378,2832,702,926-1,324,643-49%$179.7M$87.0M-$92.7M2026-11-06
PNC Financial Services Group, Inc.
INCREASED1,296,0841,290,036+6,048+0%$86.7M$81.8M-$4.9M2026-11-06
Kestra Investment Management, LLC
INCREASED1,240,6551,229,693+10,962+1%$82.7M$78.3M-$4.4M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED783,174893,417-110,243-12%$60.1M$49.4M-$10.6M2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED755,441755,102+339+0%$50.8M$47.7M-$3.1M2026-10-29
LPL Financial LLC
INCREASED501,072448,652+52,420+12%$30.2M$31.6M+$1.5M2026-11-06
BlueSky Wealth Advisors, LLC
INCREASED459,323435,695+23,628+5%$29.3M$29.0M-$299.0K2026-10-29
Keudell ison Wealth Management
INCREASED385,930375,202+10,728+3%$25.2M$24.4M-$864.8K2026-10-16
TD Waterhouse Canada Inc.
DECREASED335,649362,702-27,053-7%$24.3M$18.1M-$6.1M2026-10-16
Trust Co
INCREASED307,715280,735+26,980+10%$18.9M$19.4M+$549.4K2026-10-09
Columbus Macro, LLC
INCREASED289,675275,864+13,811+5%$18.5M$18.3M-$261.9K2026-10-14
Marotta Asset Management
INCREASED264,603263,086+1,517+1%$17.6M$16.7M-$888.2K2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED264,000224,000+40,000+18%$15.1M$16.7M+$1.6M2026-11-03
Kestra Advisory Services, LLC
INCREASED258,06330,029+228,034+759%$2.0M$16.3M+$14.3M2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED229,423229,42300%$15.4M$14.5M-$917.5K2026-11-04
Marion Wealth Management
INCREASED215,000205,098+9,902+5%$13.8M$13.6M-$217.9K2026-10-22
Assetmark, Inc
INCREASED207,951182,352+25,599+14%$12.3M$13.1M+$866.6K2026-10-21
Aprio Wealth Management, LLC
INCREASED191,20143,517+147,684+339%$2.9M$12.1M+$9.1M2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED186,432187,058-6260%$12.6M$11.8M-$808.3K2026-10-29
Avior Wealth Management, LLC
INCREASED173,282164,456+8,826+5%$11.1M$10.9M-$118.8K2026-10-13
TD Private Client Wealth LLC
INCREASED173,004164,347+8,657+5%$11.1M$10.9M-$129.0K2026-10-28
Mather Group, Llc.
DECREASED154,365248,114-93,749-38%$16.7M$9.7M-$6.9M2026-10-14
Simplicity Wealth,LLC
INCREASED153,720105,659+48,061+45%$7.1M$9.7M+$2.6M2026-10-23
City State Bank
INCREASED147,690139,857+7,833+6%$9.4M$9.3M-$80.3K2026-10-20
Stablepoint Partners, LLC
INCREASED147,197132,146+15,051+11%$8.9M$9.3M+$407.1K2026-11-03
GP Brinson Investments LLC
UNCHANGED136,580136,58000%$9.2M$8.6M-$561.3K2026-10-01
Diversify Advisory Services, LLC
INCREASED129,467128,970+497+0%$8.5M$8.3M-$246.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED129,467128,970+497+0%$8.5M$8.3M-$246.8K2026-10-20
Robinswood Financial LLC
INCREASED118,804117,576+1,228+1%$7.9M$7.5M-$379.7K2026-10-20
MRA Advisory Group
INCREASED114,60486,874+27,730+32%$5.8M$7.2M+$1.4M2026-10-07
Plan Group Financial, LLC
INCREASED104,671102,370+2,301+2%$6.9M$6.6M-$243.1K2026-10-22
Merit Financial Group, LLC
DECREASED102,411215,899-113,488-53%$14.5M$6.5M-$8.1M2026-11-06
Nilsine Partners, LLC
INCREASED98,60390,307+8,296+9%$6.1M$6.2M+$152.6K2026-11-02
Sage Rhino Capital LLC
INCREASED96,25692,677+3,579+4%$6.2M$6.1M-$154.9K2026-10-28
Brown Wealth Management, LLC
INCREASED90,36485,296+5,068+6%$5.7M$5.7M-$30.6K2026-10-20
First Heartland Consultants, Inc.
INCREASED84,62751,150+33,477+65%$3.4M$5.3M+$1.9M2026-10-08
Royal Fund Management, LLC
INCREASED82,36979,455+2,914+4%$5.3M$5.2M-$142.6K2026-10-22
Asset Management One Co., Ltd.
INCREASED81,10075,940+5,160+7%$5.1M$5.1M+$13.6K2026-10-27
American Financial & TAX Strategies Inc
DECREASED73,59374,020-427-1%$5.0M$4.6M-$331.2K2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED73,06471,871+1,193+2%$4.7M$4.6M-$124.3K2026-11-03
Atria Investments, Inc
INCREASED72,33638,968+33,368+86%$2.6M$4.6M+$1.9M2026-10-15
Kitching Partners, LLC
INCREASED72,30171,375+926+1%$4.8M$4.6M-$234.9K2026-11-02
MMA Asset Management LLC
DECREASED72,21376,137-3,924-5%$5.1M$4.6M-$560.6K2026-11-02
Calamos Advisors LLC
UNCHANGED68,16868,16800%$4.6M$4.3M-$280.2K2026-11-02
Factor Wealth Management LTD
INCREASED66,26954,262+12,007+22%$3.6M$4.2M+$535.0K2026-10-08
Naples Global Advisors, LLC
INCREASED66,04458,264+7,780+13%$3.9M$4.2M+$251.7K2026-11-05
Truist Financial Corp
INCREASED64,96057,656+7,304+13%$3.9M$4.1M+$224.1K2026-10-30
Regions Financial Corp
INCREASED63,80560,538+3,267+5%$4.1M$4.0M-$42.6K2026-11-05
Virtus Family Office LLC
INCREASED63,56463,166+398+1%$4.2M$4.0M-$234.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED61,55678,654-17,098-22%$5.3M$3.9M-$1.4M2026-11-02
Fifth Third Bancorp
INCREASED59,87449,241+10,633+22%$3.3M$3.8M+$468.9K2026-11-05
Citigroup Inc
INCREASED58,53349,620+8,913+18%$3.3M$3.7M+$358.8K2026-11-04
NewSquare Capital LLC
INCREASED58,35152,375+5,976+11%$3.5M$3.7M+$162.0K2026-11-06
Greenspring Advisors, LLC
INCREASED56,88752,472+4,415+8%$3.5M$3.6M+$63.1K2026-11-05
Echo45 Advisors LLC
INCREASED55,97554,243+1,732+3%$3.6M$3.5M-$113.6K2026-10-07
Rainey & Randall Wealth Advisors Inc.
DECREASED55,61055,815-2050%$3.8M$3.5M-$242.4K2026-10-26
Modera Wealth Management, LLC
INCREASED54,98948,963+6,026+12%$3.3M$3.5M+$179.2K2026-10-28
Scissortail Wealth Management, LLC
DECREASED53,01964,197-11,178-17%$4.3M$3.3M-$969.5K2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED52,69859,904-7,206-12%$4.0M$3.3M-$701.1K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED51,02749,183+1,844+4%$3.3M$3.2M-$85.7K2026-10-13
Horizon Financial Services, LLC
INCREASED50,47549,589+886+2%$3.3M$3.2M-$147.9K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED49,05552,445-3,390-6%$3.5M$3.1M-$400.1K2026-10-13
DeLarme Wealth Management, Inc.
INCREASED47,90544,355+3,550+8%$3.0M$3.0M+$41.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED47,17440,746+6,428+16%$2.7M$3.0K-$2.7M2026-11-02
Central Bank & Trust Co
INCREASED46,37944,535+1,844+4%$3.0M$2.9M-$66.6K2026-10-09
US Bancorp \de\
DECREASED46,27447,979-1,705-4%$3.2M$2.9M-$304.8K2026-11-05
Mission Wealth Management, LP
DECREASED43,38546,476-3,091-7%$3.1M$2.7M-$386.1K2026-10-15
Beacon Advisors Holdings, LLC
INCREASED43,21043,057+153+0%$2.9M$2.7M-$167.3K2026-10-27
Verde Capital Management
DECREASED41,56950,405-8,836-18%$3.4M$2.6M-$765.0K2026-10-28
Gladwyn Financial Advisors, Inc.
INCREASED40,14839,403+745+2%$2.6M$2.5M-$114.9K2026-10-05
Apella Capital, LLC
DECREASED39,47444,572-5,098-11%$3.0M$2.5M-$480.1K2026-10-08
Quartz Partners, LLC
NEW38,708—+38,708——$2.4M—2026-11-03
Ameraudi Asset Management, Inc.
DECREASED38,69739,302-605-2%$2.6M$2.4M-$199.7K2026-11-05
Vise Technologies, Inc.
INCREASED38,39128,809+9,582+33%$1.9M$2.4M+$486.5K2026-10-29
Sagace Wealth Management LLC
INCREASED37,44234,901+2,541+7%$2.3M$2.4M+$17.0K2026-10-28
Compass Financial Group, Inc.
INCREASED36,34936,104+245+1%$2.4M$2.3M-$132.9K2026-11-06
Connecticut Capital Management Group, LLC
DECREASED35,75135,894-1430%$2.4M$2.3M-$156.6K2026-10-29
Heritage Family Offices, LLP
INCREASED34,87127,649+7,222+26%$1.9M$2.2M+$342.3K2026-11-02
Shore Point Advisors, LLC
INCREASED34,76534,721+44+0%$2.1M$2.0M-$108.8K2026-10-14
Brighton Securities Corp.
INCREASED34,66533,289+1,376+4%$2.2M$2.2M-$50.0K2026-10-08
StoneX Group Inc.
INCREASED34,60829,831+4,777+16%$2.0M$2.2M+$179.0K2026-11-03
Patriot Investment Management Group, Inc.
INCREASED33,01932,606+413+1%$2.2M$2.1M-$107.9K2026-10-15
Ridgewood Investments LLC
INCREASED32,33926,007+6,332+24%$1.7M$2.0M+$292.8K2026-10-05
K2 Financial Inc.
INCREASED31,22030,210+1,010+3%$2.0M$2.0M-$48.4K2026-10-26
Veery Capital, LLC
INCREASED30,49328,631+1,862+7%$1.9M$1.9M-$1002026-10-07
SBI Securities Co., Ltd.
DECREASED30,30130,779-478-2%$2.1M$1.9M-$156.7K2026-10-22
Iams Wealth Management, LLC
DECREASED28,59559,428-30,833-52%$4.0M$1.8M-$2.2M2026-10-15
Breakwater Investment Management
DECREASED28,37828,663-285-1%$1.9M$1.8M-$135.8K2026-10-20
Compound Planning, Inc.
DECREASED28,35529,645-1,290-4%$2.0M$1.8M-$203.2K2026-11-05
BLB&B Advisors, LLC
DECREASED27,71627,726-100%$1.9M$1.7M-$114.6K2026-10-27
Verus Wealth Management, LLC
INCREASED27,56625,306+2,260+9%$1.7M$1.7M+$38.7K2026-10-13
Creative Financial Designs Inc
DECREASED25,34641,021-15,675-38%$2.8M$1.6M-$1.2M2026-11-04
Yorktown Management & Research Co Inc
DECREASED25,00030,000-5,000-17%$2.0M$1.6M-$439.0K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED24,15119,212+4,939+26%$1.3M$1.5M+$232.8K2026-11-06
Rinkey Investments
UNCHANGED22,25322,25300%$1.5M$1.4M-$91.5K2026-10-28
White Lighthouse Investment Management Inc.
INCREASED21,90119,597+2,304+12%$1.3M$1.4M+$64.9K2026-10-21
Titleist Asset Management, LLC
DECREASED21,59022,010-420-2%$1.5M$1.4M-$117.0K2026-10-08
JIM Saulnier & Associates, LLC
INCREASED20,99020,922+68+0%$1.4M$1.3M-$81.7K2026-11-04
Perigon Wealth Management, LLC
INCREASED20,05719,120+937+5%$1.3M$1.3M-$19.4K2026-10-22
Whalen Wealth Management Inc.
DECREASED19,27225,534-6,262-25%$1.7M$1.2M-$500.3K2026-10-08
Sidoxia Capital Management, LLC
INCREASED19,25717,698+1,559+9%$1.2M$1.2M+$25.7K2026-10-28
Csenge Advisory Group
INCREASED18,43417,956+478+3%$1.2M$1.2M-$43.6K2026-11-04
Ascent Wealth Partners, LLC
INCREASED18,15510,315+7,840+76%$693.6K$1.1M+$452.5K2026-10-23
David Kennon Inc
DECREASED18,03718,155-118-1%$1.2M$1.1M-$82.1K2026-10-13
First Citizens Bank & Trust Co
DECREASED17,50017,548-480%$1.2M$1.1M-$75.2K2026-10-14
LAM Group, Inc.
INCREASED17,27516,060+1,215+8%$1.1M$1.1M+$10.7K2026-10-26
Alps Advisors Inc
DECREASED17,25529,270-12,015-41%$2.0M$1.1M-$878.8K2026-11-03
Farther Finance Advisors, LLC
DECREASED17,16019,518-2,358-12%$1.3M$1.1M-$229.1K2026-10-08
Seed Wealth Management, Inc.
INCREASED17,14516,235+910+6%$1.1M$1.1M-$9.3K2026-10-20
Yoffe Investment Management, LLC
INCREASED17,06717,044+23+0%$1.1M$1.1M-$68.6K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED15,76715,387+380+2%$1.0M$995.4K-$39.3K2026-11-05
Thrivent Financial for Lutherans
DECREASED15,42937,671-22,242-59%$2.5M$974-$2.5M2026-11-05
Diversified Enterprises, LLC
INCREASED15,23611,910+3,326+28%$800.8K$961.8K+$161.0K2026-10-19
IFP Advisors, Inc
INCREASED15,02214,268+754+5%$959.4K$948.3K-$11.0K2026-10-16
AdvisorNet Financial, Inc
INCREASED14,23714,028+209+1%$943.3K$903.5K-$39.8K2026-10-15
Soltis Investment Advisors LLC
INCREASED14,02412,923+1,101+9%$869.0K$885.3K+$16.4K2026-10-28
Park Avenue Securities LLC
DECREASED13,99114,570-579-4%$980.0K$883-$979.1K2026-10-26
GenTrust, LLC
DECREASED13,95220,753-6,801-33%$1.4M$880.8K-$514.7K2026-11-06
Signal Advisors Wealth, LLC
INCREASED13,86812,661+1,207+10%$851.3K$875.5K+$24.2K2026-10-13
SigFig Wealth Management, LLC
INCREASED13,09012,124+966+8%$818.1K$826.4K+$8.3K2026-10-07
Moulton Wealth Management, Inc
DECREASED12,79412,831-370%$858.2K$802.2K-$56.1K2026-10-13
FAI Advisors, Inc.
DECREASED12,58112,610-290%$847.9K$794.2K-$53.7K2026-10-27
RED Lighthouse Investment Management, LLC
UNCHANGED12,29212,29200%$826.5K$776.0K-$50.5K2026-11-02
Lido Advisors, LLC
DECREASED12,08512,107-220%$814.1K$763.0K-$51.2K2026-11-04
Lanark Financial, Inc.
INCREASED12,00510,875+1,130+10%$731.3K$757.9K+$26.6K2026-10-26
Allspring Global Investments Holdings, LLC
UNCHANGED12,00012,00000%$806.9K$757.6K-$49.3K2026-11-04
Midwest Trust Co
NEW11,665—+11,665——$736.4K—2026-10-22
FC Advisory LLC
INCREASED11,50210,591+911+9%$712.1K$726.1K+$14.0K2026-10-05
RFG Advisory, LLC
DECREASED11,21512,047-832-7%$810.0K$708.0K-$102.1K2026-11-03
Integrity Alliance, Llc.
INCREASED10,7187,039+3,679+52%$473.3K$676.7K+$203.3K2026-10-29
Stewardship Advisors, LLC
INCREASED10,52410,187+337+3%$684.9K$664.4K-$20.6K2026-10-20
Euro Pacific Asset Management, LLC
UNCHANGED10,30010,30000%$102$650.2K+$650.1K2026-11-03
Creekside Partners
INCREASED10,13210,004+128+1%$672.7K$639.7K-$33.0K2026-11-04
Summa Corp.
UNCHANGED10,00010,00000%$672.4K$631.3K-$41.1K2026-10-30
TSG Advice Partners, LLC
NEW9,683—+9,683——$651.1K—2026-10-29
United Advisor Group, LLC
INCREASED8,9748,870+104+1%$596.4K$566.5K-$29.9K2026-11-03
North Star Investment Management Corp.
INCREASED8,1598,071+88+1%$542.7K$515.1K-$27.6K2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED8,15613,540-5,384-40%$910.4K$514.9K-$395.5K2026-11-03
Virtue Capital Management, LLC
DECREASED8,15212,391-4,239-34%$833.2K$514.6K-$318.5K2026-10-29
Versant Capital Management, Inc
DECREASED8,08517,871-9,786-55%$1.2M$510.4K-$691.3K2026-10-02
Summit Global Investments
INCREASED8,0467,860+186+2%$529.0K$508-$528.5K2026-10-28
Moors & Cabot, Inc.
INCREASED7,8417,544+297+4%$507.3K$495.0K-$12.3K2026-11-06
Trust Point Inc.
DECREASED7,8167,827-110%$526.3K$493.4K-$32.9K2026-10-27
Valen Private Capital, LLC
NEW7,808—+7,808——$492.9K—2026-10-23
Condor Capital Management
UNCHANGED7,6997,69900%$517.7K$486.1K-$31.6K2026-11-06
Strategic Advocates LLC
INCREASED7,6856,848+837+12%$460.5K$485.2K+$24.7K2026-11-03
Evolution Wealth Advisors, LLC
UNCHANGED7,3267,32600%$492.6K$462.5K-$30.1K2026-11-03
WBH Advisory Inc
INCREASED7,2897,074+215+3%$475.7K$460.2K-$15.5K2026-11-05
Eagle Bay Advisors LLC
INCREASED7,0245,887+1,137+19%$395.8K$443.4K+$47.6K2026-10-16
XY Planning Network, Inc.
INCREASED6,7273,709+3,018+81%$249.4K$424.7K+$175.3K2026-10-14
TSA Wealth Managment LLC
DECREASED6,0997,425-1,326-18%$499.3K$385.0K-$114.2K2026-10-22
Ackerman Capital Advisors, LLC
UNCHANGED6,0416,04100%$406.2K$381.4K-$24.8K2026-10-30
Independent Financial Group, LLC
INCREASED5,9393,279+2,660+81%$220.5K$374.9K+$154.4K2026-10-13
SAX Wealth Advisors, LLC
DECREASED5,9078,735-2,828-32%$573.8K$372.9K-$200.9K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED5,9015,564+337+6%$374.1K$373.8K-$3532026-10-30
First Growth Capital LLC
INCREASED5,7194,800+919+19%$322.8K$361.1K+$38.3K2026-10-15
Horst & Graben Wealth Management LLC
DECREASED5,7076,926-1,219-18%$463.0K$360.3K-$102.8K2026-11-02
RAM Investment Partners, LLC
DECREASED5,5706,439-869-13%$433.0K$351.6K-$81.3K2026-10-21
Rossby Financial, LCC
INCREASED5,4484,815+633+13%$323.8K$343.9K+$20.2K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED5,3945,536-142-3%$372.3K$340.6K-$31.7K2026-11-04
Onyx Bridge Wealth Group LLC
DECREASED5,38334,127-28,744-84%$2.3M$339.8K-$2.0M2026-10-16
CoreCap Advisors, LLC
INCREASED5,3793,425+1,954+57%$230.3K$339.6K+$109.3K2026-10-08
Parkside Financial Bank & Trust
DECREASED5,3796,442-1,063-16%$433.2K$339.6K-$93.6K2026-10-27
Revisor Wealth Management LLC
DECREASED5,2427,260-2,018-28%$488.2K$333.6K-$154.6K2026-10-20
Jnba Financial Advisors
UNCHANGED4,9324,93200%$331.6K$311.4K-$20.3K2026-11-03
Advisory Solutions Group, LLC
INCREASED4,9134,616+297+6%$310.4K$310.2K-$2222026-10-14
PFG Advisors
INCREASED4,8524,809+43+1%$323.3K$306.3K-$17.0K2026-10-16
Westside Investment Management, Inc.
INCREASED4,7474,347+400+9%$292.3K$299.7K+$7.4K2026-11-02
Founders Financial Securities LLC
INCREASED4,5453,841+704+18%$258.3K$286.9K+$28.7K2026-10-28
UMB Bank, n.a.
UNCHANGED4,4724,47200%$300.7K$282.3K-$18.4K2026-11-06
Orba Wealth Advisors, L.L.C.
INCREASED4,3363,924+412+11%$263.9K$273.7K+$9.9K2026-10-23
Downshift Financial, LLC
UNCHANGED4,3104,31000%$289.8K$272.1K-$17.7K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED4,2784,180+98+2%$281.1K$270.1K-$11.0K2026-10-16
Evolution Advisers, Inc.
INCREASED4,2352,053+2,182+106%$138.0K$268.8K+$130.8K2026-11-06
Dynamic Wealth Strategies, LLC
DECREASED4,0938,117-4,024-50%$545.8K$258.4K-$287.4K2026-10-16
Daiwa Securities Group Inc.
INCREASED4,0583,848+210+5%$258.7K$256.2K-$2.6K2026-10-29
Carter Financial Group, Inc.
INCREASED3,8653,655+210+6%$245.8K$244.0K-$1.8K2026-10-21
Sincerus Advisory, LLC
INCREASED3,7743,756+18+0%$252.6K$238.3K-$14.3K2026-10-09
Integris Wealth Management, LLC
INCREASED3,6633,215+448+14%$216.2K$231.2K+$15.0K2026-10-14
Q3 Asset Management
DECREASED3,61136,552-32,941-90%$2.5M$228-$2.5M2026-11-06
Chapin Davis, Inc.
UNCHANGED3,5703,57000%$240.0K$225.4K-$14.7K2026-10-09
Lynx Investment Advisory
INCREASED3,5603,535+25+1%$237.7K$224.7K-$13.0K2026-10-27
Rockingstone Advisors LLC
UNCHANGED3,5503,55000%$238.7K$224.1K-$14.6K2026-10-16
LifeGoal Investments, LLC
DECREASED3,5276,692-3,165-47%$450.0K$222.7K-$227.3K2026-10-09
Virtue Asset Management LLC
UNCHANGED3,4023,40200%$228.8K$214.8K-$14.0K2026-10-21
International Assets Investment Management, LLC
INCREASED3,3703,350+20+1%$224.0K$211.3K-$12.7K2026-11-02
Bauman Advisory Group, LLC
NEW3,364—+3,364——$212.4K—2026-10-29
D.A. Davidson & Co.
DECREASED3,2433,381-138-4%$227.3K$204.7K-$22.6K2026-10-28
WPG Advisers, LLC
DECREASED3,1413,273-132-4%$220.1K$198.3K-$21.8K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED2,7222,72200%$183.0K$171.8K-$11.2K2026-10-23
Harbor Capital Advisors, Inc.
INCREASED2,46510+2,455+24550%$1$156+$1552026-10-22
Trust Co of Vermont
INCREASED1,9021,824+78+4%$122.6K$120.1K-$2.6K2026-10-21
Silver Grove Financial Group, Inc.
INCREASED1,498959+539+56%$64.5K$94.6K+$30.1K2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED1,2291,211+18+1%$81.4K$77.6K-$3.8K2026-10-26
AlphaCore Capital LLC
NEW1,100—+1,100——$69.4K—2026-11-04
Maseco LLP
INCREASED1,0033+1,000+33333%$202$63.3K+$63.1K2026-10-27
Triumph Capital Management
INCREASED937496+441+89%$33.4K$59.2K+$25.8K2026-10-14
Cape Investment Advisory, Inc.
INCREASED914773+141+18%$52.0K$57.7K+$5.7K2026-10-13
Allworth Financial LP
INCREASED870215+655+305%$14.5K$58.5K+$44.0K2026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED82582500%$55.5K$52.1K-$3.4K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED78878800%$53.0K$49.7K-$3.2K2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED56056000%$37.7K$35.4K-$2.3K2026-10-16
Coastline Trust Co
DECREASED495635-140-22%$42.7K$31.2K-$11.4K2026-10-01
Root Financial Partners, LLC
NEW471—+471——$29.7K—2026-10-21
Redwood Park Advisors LLC
NEW457—+457——$28.9K—2026-11-02
Parallel Advisors, LLC
INCREASED454322+132+41%$21.7K$28.7K+$6.9K2026-11-03
Pflug Koory, LLC
UNCHANGED38638600%$26.0K$24.4K-$1.6K2026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED375379-4-1%$25.5K$23.7K-$1.8K2026-10-30
Quaker Wealth Management, LLC
INCREASED305300+5+2%$20.2K$19.3K-$9202026-10-22
Bay Harbor Wealth Management, LLC
NEW293—+293——$18.5K—2026-11-03
Clearstead Advisors, LLC
NEW274—+274——$17.3K—2026-11-06
Golden State Wealth Management, LLC
DECREASED248255-7-3%$17.1K$15.7K-$1.5K2026-11-02
Latitude Advisors, LLC
NEW244—+244——$15.4K—2026-10-27
Private Trust Co NA
UNCHANGED24424400%$16.4K$15.4K-$1.0K2026-10-20
Arlington Trust Co LLC
DECREASED205474-269-57%$31.9K$12.9K-$18.9K2026-10-20
10Elms LLP
UNCHANGED20020000%$13.4K$12.6K-$8222026-11-06
Blueline Advisors LLC
INCREASED189178+11+6%$12.0K$12.0K-$222026-10-15
Realta Investment Advisors
INCREASED164157+7+4%$10.5K$10.4K-$1712026-10-14
Transce3nd, LLC
DECREASED146152-6-4%$10.2K$9.3K-$8832026-10-26
CX Institutional
NEW141—+141——$9—2026-10-02
Asset Dedication, LLC
UNCHANGED12912900%$8.7K$8.1K-$5302026-11-03
Compass Financial Management LLC
DECREASED122192-70-36%$12.9K$7.7K-$5.2K2026-10-30
Spire Wealth Management
UNCHANGED12012000%$8.1K$7.6K-$4932026-10-30
Main Street Group, LTD
UNCHANGED11811800%$7.9K$7.4K-$4852026-10-28
GK Wealth Management LLC
NEW93—+93——$5.9K—2026-10-09
Meriwether Wealth & Planning, LLC
NEW81—+81——$5.1K—2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED808000%$5.4K$5.1K-$3292026-10-27
Bayban
UNCHANGED676700%$4.5K$4.5K$02026-11-05
Clearstead Trust, LLC
NEW62—+62——$3.9K—2026-11-06
Signaturefd, LLC
INCREASED6242+20+48%$2.8K$3.9K+$1.1K2026-10-23
Granite FO LLC
UNCHANGED585800%$3.9K$3.7K-$2382026-10-14
Tompkins Financial Corp
UNCHANGED525200%$3.5K$3.3K-$2132026-10-05
Elevated Capital Advisors, LLC
UNCHANGED484800%$3.2K$3.0K-$1962026-11-04
Oakworth Capital, Inc.
UNCHANGED313100%$2.1K$2.0K-$1272026-10-26
Abound Wealth Management
INCREASED303+27+900%$202$1.9K+$1.7K2026-10-26
JFS Wealth Advisors, LLC
UNCHANGED303000%$2.0K$1.9K-$1242026-11-03
Larson Financial Group LLC
INCREASED2416+8+50%$1.1K$1.5K+$4102026-11-05
Farmers & Merchants Investments Inc
DECREASED2269-47-68%$4.6K$1.4K-$3.3K2026-10-22
Birch Financial Group, LLC
NEW21—+21——$1.4K—2026-10-27
Kingdom Financial Group Llc.
DECREASED1516-1-6%$1.1K$952-$1242026-11-04
Russell Investments Group, Ltd.
INCREASED148+6+75%$538$895+$3572026-11-06
Markowski Investments
NEW10—+10——$631—2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW9—+9——$569—2026-10-15
Godsey & Gibb, Inc
UNCHANGED7700%$471$442-$292026-10-14
First Pacific Financial
UNCHANGED5500%$345$329-$162026-10-14
Central Trust Co
UNCHANGED5500%$337$316-$212026-11-05
Blue Trust, Inc.
DECREASED2119-117-98%$8.0K$126-$7.9K2026-10-15
Spurstone Advisory Services, LLC
DECREASED12-1-50%$134$63-$712026-11-02
Lodestone Wealth Management LLC
UNCHANGED1100%$67$63-$42026-10-14
NBT Bank, N.A.
UNCHANGED1100%$67$63-$42026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED1100%$68$64-$42026-10-27
Principal Financial Group Inc
CLOSED01,025,511-1,025,511-100%$69.0M$0-$69.0M2026-11-02
Greystone Financial Group, LLC
CLOSED0194,585-194,585-100%$13.1M$0-$13.1M2026-10-26
Deutsche Bank Ag\
CLOSED045,444-45,444-100%$3.1M$0-$3.1M2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED027,649-27,649-100%$1.9M$0-$1.9M2026-10-27
AXS Investments LLC
CLOSED025,443-25,443-100%$1.7M$0-$1.7M2026-11-04
Belvedere Trading LLC
CLOSED021,398-21,398-100%$1.4M$0-$1.4M2026-11-05
Global Assets Advisory, LLC
CLOSED07,110-7,110-100%$475.6K$0-$475.6K2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
CLOSED06,330-6,330-100%$425.6K$0-$425.6K2026-11-03
Pictet North America Advisors SA
CLOSED05,812-5,812-100%$390.8K$0-$390.8K2026-10-21
Elevatus Welath Management
CLOSED05,664-5,664-100%$380.9K$0-$380.9K2026-10-19
Sagespring Wealth Partners, LLC
CLOSED04,363-4,363-100%$293.4K$0-$293.4K2026-10-22
Garde Capital, Inc.
CLOSED03,416-3,416-100%$229.7K$0-$229.7K2026-10-29
Affinity Capital Advisors, LLC
CLOSED03,348-3,348-100%$224.5K$0-$224.5K2026-10-13
CFS Investment Advisory Services, LLC
CLOSED03,337-3,337-100%$223.6K$0-$223.6K2026-10-19
Meridian Wealth Management, LLC
CLOSED03,289-3,289-100%$221.2K$0-$221.2K2026-11-05
rebel Financial LLC
CLOSED03,274-3,274-100%$220.1K$0-$220.1K2026-11-04
Brooklyn FI, LLC
CLOSED01,864-1,864-100%$123.3K$0-$123.3K2026-11-05
Simplex Trading, LLC
CLOSED01,008-1,008-100%$67.8K$0-$67.8K2026-11-04
Tsfg, LLC
CLOSED0646-646-100%$43$0-$432026-10-23
Trust Co of Toledo NA
CLOSED0359-359-100%$24.1K$0-$24.1K2026-10-16
Center for Financial Planning, Inc.
CLOSED0207-207-100%$13.9K$0-$13.9K2026-10-26
Institute for Wealth Management, Llc.
CLOSED0169-169-100%$11.4K$0-$11.4K2026-11-06
MCF Advisors LLC
CLOSED031-31-100%$2.1K$0-$2.1K2026-10-28
American National Bank & Trust
CLOSED01-1-100%$67$0-$672026-10-07
Betterment LLC
N/A—7,520,903-7,520,903-100%$505.7M———
SEI Investments Co
N/A—4,283,035-4,283,035-100%$288.0M———
JPMorgan Chase & Co
N/A—3,647,079-3,647,079-100%$246.1M———
Royal Bank of Canada
N/A—3,411,984-3,411,984-100%$229.4M———
Bank of America Corp
N/A—3,134,822-3,134,822-100%$210.8M———
Envestnet Asset Management Inc
N/A—3,077,855-3,077,855-100%$207.0M———
Wealthfront Advisers LLC
N/A—2,686,305-2,686,305-100%$180.6M———
Morgan Stanley
N/A—2,188,737-2,188,737-100%$147.2M———
Ameriprise Financial Inc
N/A—1,480,565-1,480,565-100%$99.6M———
Wells Fargo & Company
N/A—1,351,550-1,351,550-100%$90.9M———
Varma Mutual Pension Insurance Co
N/A—1,250,000-1,250,000-100%$84.1M———
Jones Financial Companies Lllp
N/A—919,634-919,634-100%$61.8M———
UBS Group AG
N/A—643,621-643,621-100%$43.3M———
Sumitomo Life Insurance Co
N/A—613,500-613,500-100%$41.3M———
HighTower Advisors, LLC
N/A—517,660-517,660-100%$34.8M———
Raymond James Financial Inc
N/A—462,987-462,987-100%$31.1M———
Potomac Fund Management Inc
N/A—446,500-446,500-100%$30.0M———
Advisory Alpha, LLC
N/A—412,915-412,915-100%$27.8M———
Allianz SE
N/A—377,100-377,100-100%$25.4M———
Regimen Wealth, LLC
N/A—342,544-342,544-100%$23.0M———
Checchi Capital Advisers, LLC
N/A—309,560-309,560-100%$20.8M———
Cetera Investment Advisers
N/A—284,255-284,255-100%$19.1M———
Cape COD Five Cents Savings Bank
N/A—258,812-258,812-100%$17.4M———
Financial Alternatives, Inc
N/A—252,253-252,253-100%$17.0M———
Strategic Financial Services, Inc.
N/A—227,077-227,077-100%$15.3M———
Financial Gravity Companies, Inc.
N/A—225,894-225,894-100%$15.2M———
Neuberger Berman Group LLC
N/A—220,100-220,100-100%$14.8M———
Goldman Sachs Group Inc
N/A—213,111-213,111-100%$14.3M———
BlueStem Wealth Partners, LLC
N/A—210,678-210,678-100%$14.2M———
MML Investors Services, LLC
N/A—198,936-198,936-100%$13.4M———
Swan Capital LLC
N/A—187,705-187,705-100%$12.6M———
Benjamin Edwards Inc
N/A—179,179-179,179-100%$12.0M———
Northwestern Mutual Wealth Management Co
N/A—172,709-172,709-100%$11.6M———
Osaic Holdings, Inc.
N/A—154,122-154,122-100%$10.4M———
Fairview Capital Investment Management, LLC
N/A—153,953-153,953-100%$10.4M———
BlackRock, Inc.
N/A—144,541-144,541-100%$9.7M———
AllGen Financial Advisors, Inc.
N/A—140,364-140,364-100%$9.4M———
Mariner, LLC
N/A—138,481-138,481-100%$9.3M———
Cambria Investment Management, L.P.
N/A—114,330-114,330-100%$7.7M———
Tidal Investments LLC
N/A—114,119-114,119-100%$7.6M———
Beacon Pointe Advisors, LLC
N/A—106,348-106,348-100%$7.2M———
L2 Asset Management, LLC
N/A—102,759-102,759-100%$6.9M———
Larch Capital Partners LLC
N/A—94,745-94,745-100%$6.4M———
Mercer Global Advisors Inc
N/A—92,782-92,782-100%$6.2M———
Susquehanna International Group, LLP
N/A—90,797-90,797-100%$6.1M———
Seeds Investor LLC
N/A—89,098-89,098-100%$6.0M———
Sanctuary Advisors, LLC
N/A—86,147-86,147-100%$5.8M———
NewEdge Advisors, LLC
N/A—75,820-75,820-100%$5.1M———
&partners
N/A—74,802-74,802-100%$5.0M———
AssuredPartners Investment Advisors, LLC
N/A—72,867-72,867-100%$4.9M———
Advisory Services Network, LLC
N/A—71,221-71,221-100%$4.8M———
OneDigital Investment Advisors LLC
N/A—70,085-70,085-100%$4.7M———
State Street Corp
N/A—69,901-69,901-100%$4.7M———
Natixis Advisors, LLC
N/A—69,689-69,689-100%$4.7M———
Cerity Partners LLC
N/A—67,795-67,795-100%$4.6M———
Regal Investment Advisors LLC
N/A—66,029-66,029-100%$4.4M———
Janney Montgomery Scott LLC
N/A—61,083-61,083-100%$4.1M———
Transamerica Financial Advisors, LLC
N/A—53,966-53,966-100%$3.6M———
Perissos Private Wealth Management, LLC
N/A—51,691-51,691-100%$3.5M———
Captrust Financial Advisors
N/A—46,524-46,524-100%$3.1M———
Comprehensive Money Management Services LLC
N/A—46,162-46,162-100%$3.1M———
Focus Partners Wealth
N/A—45,956-45,956-100%$3.1M———
Principal Securities, Inc.
N/A—41,083-41,083-100%$2.8M———
Custos Family Office, LLC
N/A—39,993-39,993-100%$2.7M———
Nwam LLC
N/A—37,071-37,071-100%$2.5M———
Stifel Financial Corp
N/A—34,300-34,300-100%$2.3M———
Private Advisor Group, LLC
N/A—34,299-34,299-100%$2.3M———
Ballast Advisors LLC
N/A—33,881-33,881-100%$2.3M———
Quadrature Capital Ltd
N/A—30,334-30,334-100%$2.0M———
World Investment Advisors
N/A—28,836-28,836-100%$1.9M———
Disciplined Investments, LLC
N/A—28,252-28,252-100%$1.9M———
Manufacturers Life Insurance Company, the
N/A—25,751-25,751-100%$1.8M———
Traub Capital Management LLC
N/A—25,274-25,274-100%$1.7M———
Renaissance Technologies LLC
N/A—25,260-25,260-100%$1.7M———
Smartleaf Asset Management LLC
N/A—24,654-24,654-100%$1.7M———
Roehl & Yi Investment Advisors, LLC
N/A—22,725-22,725-100%$22.7K———
Gotham Asset Management, LLC
N/A—22,251-22,251-100%$1.5M———
Cary Street Partners Financial LLC
N/A—21,166-21,166-100%$1.4M———
Capital Analysts, LLC
N/A—21,150-21,150-100%$1.4M———
Arax Advisory Partners
N/A—20,506-20,506-100%$1.4M———
JT Stratford LLC
N/A—20,486-20,486-100%$1.4M———
Snowden Capital Advisors LLC
N/A—18,542-18,542-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—18,323-18,323-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—18,254-18,254-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—18,210-18,210-100%$1.2M———
UBS Asset Management Americas LLC
N/A—17,745-17,745-100%$1.2M———
McNamara Financial Services, Inc.
N/A—17,101-17,101-100%$1.1M———
Global Retirement Partners, LLC
N/A—16,698-16,698-100%$1.1M———
Strategic Financial Planning, Inc.
N/A—15,898-15,898-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—15,743-15,743-100%$1.1M———
Arrowroot Family Office, LLC
N/A—14,703-14,703-100%$988.6K———
Continuum Advisory, LLC
N/A—14,167-14,167-100%$952.6K———
Leavell Investment Management, Inc.
N/A—14,121-14,121-100%$949.5K———
Hilltop Partners LLC
N/A—12,632-12,632-100%$849.4K———
Mutual Advisors, LLC
N/A—12,041-12,041-100%$809.6K———
Main Street Financial Solutions, LLC
N/A—11,303-11,303-100%$760.0K———
EP Wealth Advisors, LLC
N/A—11,140-11,140-100%$749.1K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—10,899-10,899-100%$732.8K———
Invesco Ltd.
N/A—10,370-10,370-100%$697.3K———
AQR Capital Management LLC
N/A—10,339-10,339-100%$695.2K———
CreativeOne Wealth, LLC
N/A—9,837-9,837-100%$661.5K———
Harbour Investments, Inc.
N/A—9,799-9,799-100%$658.9K———
FLC Capital Advisors
N/A—9,565-9,565-100%$643.1K———
Hyundai Investments Co., Ltd.
N/A—9,390-9,390-100%$633.6K———
Prostatis Group LLC
N/A—9,282-9,282-100%$624.1K———
OneAscent Financial Services LLC
N/A—9,110-9,110-100%$612.6K———
Vista Cima Wealth Management LLC
N/A—8,942-8,942-100%$601.3K———
Fairlight Advisors
N/A—8,570-8,570-100%$576.2K———
KKM Financial LLC
N/A—8,566-8,566-100%$576.0K———
BNP Paribas
N/A—8,509-8,509-100%$572.1K———
Westview Management dba Westview Investment Advisors
N/A—8,346-8,346-100%$561.2K———
Balanced Rock Investment Advisors LLC
N/A—8,324-8,324-100%$559.7K———
CIBC Bancorp USA Inc.
N/A—8,017-8,017-100%$539.1K———
Cassady Wealth & Retirement Planning, LLC
N/A—7,700-7,700-100%$517.7K———
Hexagon Capital Partners LLC
N/A—7,512-7,512-100%$505.1K———
MAI Capital Management
N/A—7,259-7,259-100%$488.1K———
5T Wealth, LLC
N/A—6,942-6,942-100%$466.8K———
Dravo BAY LLC
N/A—6,892-6,892-100%$463.4K———
Kickstand Ventures, Llc.
N/A—6,758-6,758-100%$454.4K———
Note Advisors, LLC
N/A—6,238-6,238-100%$419.4K———
Legacy PCG, LLC
N/A—6,185-6,185-100%$408.0K———
SageView Advisory Group, LLC
N/A—6,132-6,132-100%$412.3K———
Cahill Financial Advisors Inc
N/A—6,087-6,087-100%$409.3K———
Independent Advisor Alliance
N/A—5,866-5,866-100%$394.4K———
Kingsview Wealth Management, LLC
N/A—5,628-5,628-100%$378.5K———
Topsail Wealth Management, LLC
N/A—5,339-5,339-100%$359.0K———
Savvy Advisors, Inc.
N/A—5,297-5,297-100%$356.1K———
Investments & Financial Planning, LLC
N/A—4,900-4,900-100%$329.5K———
Petra Financial Advisors Inc
N/A—4,854-4,854-100%$326.4K———
Integrated Wealth Concepts LLC
N/A—4,837-4,837-100%$325.3K———
Centaurus Financial, Inc.
N/A—4,756-4,756-100%$320.0K———
Two Sigma Securities, LLC
N/A—4,711-4,711-100%$316.8K———
Pack Private Wealth, LLC
N/A—4,643-4,643-100%$312.2K———
HSBC Holdings PLC
N/A—4,500-4,500-100%$302.6K———
Summit Wealth Group, LLC
N/A—4,472-4,472-100%$300.7K———
Steward Partners Investment Advisory, LLC
N/A—4,349-4,349-100%$292.4K———
Equitable Holdings, Inc.
N/A—4,299-4,299-100%$289.0K———
FMR LLC
N/A—4,227-4,227-100%$284.2K———
Range Advisory, LLC
N/A—4,058-4,058-100%$272.9K———
Trivium Point Advisory, LLC
N/A—3,994-3,994-100%$268.6K———
Waverly Advisors, LLC
N/A—3,981-3,981-100%$267.7K———
Fiduciary Trust Co
N/A—3,791-3,791-100%$254.9K———
Bridgeway Capital Management, LLC
N/A—3,664-3,664-100%$246.4K———
Xcelsior Advisor Partners LLC
N/A—3,565-3,565-100%$239.7K———
Pathstone Holdings, LLC
N/A—3,353-3,353-100%$225.5K———
Zevin Asset Management LLC
N/A—3,178-3,178-100%$213.7K———
Bcgm Wealth Management, LLC
N/A—3,163-3,163-100%$212.7K———
Commerce Bank
N/A—3,147-3,147-100%$211.6K———
Joule Financial, LLC
N/A—3,143-3,143-100%$211.4K———
Strathmore Capital Advisors, Inc.
N/A—3,097-3,097-100%$205.3K———
Adalta Capital Management LLC
N/A—3,050-3,050-100%$205.1K———
Performance Wealth Partners, LLC
N/A—3,042-3,042-100%$204.5K———
BFC Planning, Inc.
N/A—3,017-3,017-100%$202.9K———
Frazier Financial Advisors, LLC
N/A—2,824-2,824-100%$189.9K———
Bogart Wealth, LLC
N/A—2,566-2,566-100%$172.6K———
Security National Bank of Sioux City Iowa
N/A—2,508-2,508-100%$168.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,447-2,447-100%$164.6K———
Bank of Montreal
N/A—2,335-2,335-100%$157.0K———
AE Wealth Management LLC
N/A—2,101-2,101-100%$141.3K———
Dunhill Financial, LLC
N/A—1,796-1,796-100%$120.8K———
Franklin Resources Inc
N/A—1,500-1,500-100%$100.9K———
Innovative Asset Advisors Group, LLC
N/A—1,266-1,266-100%$85.1K———
Synergy Investment Management, LLC
N/A—1,248-1,248-100%$82.0K———
Ancora Advisors LLCA
N/A—1,130-1,130-100%$76.0K———
Johnson Financial Group, Inc.
N/A—1,085-1,085-100%$73.0K———
Qube Research & Technologies Ltd
N/A—1,050-1,050-100%$70.6K———
Capital Advisor Network LLC
N/A—991-991-100%$66.6K———
Medallion Wealth Advisors, LLC
N/A—938-938-100%$63.1K———
Godfrey Financial Associates, Inc.
N/A—743-743-100%$50.0K———
Atomic Invest LLC
N/A—658-658-100%$44.4K———
Cardiff Park Advisors, LLC
N/A—625-625-100%$42.0K———
Evelyn Partners Group Ltd
N/A—534-534-100%$35.9K———
SHP Wealth Management
N/A—512-512-100%$34.4K———
BNP Paribas Financial Markets
N/A—504-504-100%$33.9K———
IFG Advisory, LLC
N/A—455-455-100%$30.6K———
Founders Financial Alliance, LLC
N/A—452-452-100%$30.4K———
Huntington National Bank
N/A—422-422-100%$28.4K———
Ameriflex Group, Inc.
N/A—395-395-100%$26.6K———
Keating Financial Advisory Services, Inc.
N/A—384-384-100%$25.8K———
Strive Financial Group,LLC
N/A—315-315-100%$21.2K———
Federation des caisses Desjardins du Quebec
N/A—150-150-100%$10.1K———
Top Private Wealth Llc.
N/A—143-143-100%$9.6K———
Sittner & Nelson, LLC
N/A—143-143-100%$9.6K———
Aventura Private Wealth, LLC
N/A—114-114-100%$7.7K———
HFM Investment Advisors, LLC
N/A—101-101-100%$6.7K———
Brown Brothers Harriman & Co
N/A—85-85-100%$5.7K———
Whittier Trust Co
N/A—83-83-100%$5.6K———
Providence Capital Advisors, LLC
N/A—70-70-100%$4.7K———
Crewe Advisors LLC
N/A—70-70-100%$4.7K———
Aptus Capital Advisors, LLC
N/A—68-68-100%$4.6K———
CVA Family Office, LLC
N/A—64-64-100%$4.3K———
Delos Wealth Advisors, LLC
N/A—57-57-100%$3.8K———
National Bank of Canada
N/A—31-31-100%$2.1K———
Bessemer Group Inc
N/A—30-30-100%$2.0K———
Front Row Advisors LLC
N/A—25-25-100%$1.6K———
Cary Street Partners Investment Advisory LLC
N/A—21-21-100%$1.4K———
Fiduciary Financial Advisors
N/A—12-12-100%$781———
JPL Wealth Management, LLC
N/A—8-8-100%$538———
Kilter Group LLC
N/A—7-7-100%$471———
Beaird Harris Wealth Management, LLC
N/A—3-3-100%$202———
Glassman Wealth Services
N/A—1-1-100%$67———
Millstone Evans Group, LLC
N/A—1-1-100%$67———
Hantz Financial Services, Inc.
N/A—1-1-100%$0———
ST Germain D J Co Inc
N/A—1-1-100%$61———
Talon Private Wealth, LLC
N/A—1-1-100%$57———
Showing 482 of 482 institutions