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Vanguard Long-Term Corp Bond (VCLT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
iA Global Asset Management Inc.
INCREASED
Shares1,217,564 from 1,130,059
Change+87,505 (+8%)
Value$83.4K (-$85.0M)
Filed 2026-10-29
One Way Holdings LLC
INCREASED
Shares1,089,864 from 951,292
Change+138,572 (+15%)
Value$74.7M (+$3.1M)
Filed 2026-10-29
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares761,600 from 761,600
Change0 (0%)
Value$52.2M (-$5.1M)
Filed 2026-11-02
Davidson Capital Management Inc.
INCREASED
Shares747,412 from 726,874
Change+20,538 (+3%)
Value$51.2M (-$3.5M)
Filed 2026-10-15
NYL Investors LLC
INCREASED
Shares659,151 from 647,899
Change+11,252 (+2%)
Value$45.2M (-$3.6M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares621,247 from 1,125,185
Change-503,938 (-45%)
Value$42.6M (-$42.1M)
Filed 2026-11-04
Insight Wealth Strategies, LLC
INCREASED
Shares445,844 from 420,326
Change+25,518 (+6%)
Value$30.5M (-$837.0K)
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares386,324 from 335,681
Change+50,643 (+15%)
Value$26.5M (+$1.2M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares361,231 from 503,759
Change-142,528 (-28%)
Value$24.7M (-$13.2M)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares275,683 from 275,683
Change0 (0%)
Value$18.9M (-$1.9M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares233,285 from 220,058
Change+13,227 (+6%)
Value$16.0M (-$579.3K)
Filed 2026-10-28
RFG Holdings, Inc.
INCREASED
Shares233,090 from 201,796
Change+31,294 (+16%)
Value$14.4M (-$821.0K)
Filed 2026-10-30
Boyd Wealth Management, LLC
INCREASED
Shares220,870 from 206,584
Change+14,286 (+7%)
Value$15.1M (-$415.9K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares207,589 from 194,539
Change+13,050 (+7%)
Value$14.2K (-$14.6M)
Filed 2026-11-02
Venture Visionary Partners LLC
NEW
Shares192,493
Change+192,493
Value$13.2M
Filed 2026-10-07
B.A. Schrock Wealth Management, Inc.
NEW
Shares183,096
Change+183,096
Value$12.5M
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares170,630 from 165,774
Change+4,856 (+3%)
Value$11.7M (-$786.3K)
Filed 2026-10-20
Providence First Trust Co
DECREASED
Shares152,535 from 154,326
Change-1,791 (-1%)
Value$10.4M (-$1.2M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares143,826 from 127,507
Change+16,319 (+13%)
Value$9.9M (+$257.1K)
Filed 2026-11-05
Sellwood Investment Partners LLC
INCREASED
Shares118,921 from 112,414
Change+6,507 (+6%)
Value$8.1M (-$313.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares117,718 from 90,868
Change+26,850 (+30%)
Value$8.1M (+$1.2M)
Filed 2026-10-16
Principal Financial Group Inc
DECREASED
Shares117,000 from 169,000
Change-52,000 (-31%)
Value$8.0M (-$4.7M)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares108,309 from 104,536
Change+3,773 (+4%)
Value$7.4M (-$447.1K)
Filed 2026-10-19
Market Street Wealth Management Advisors LLC
NEW
Shares105,101
Change+105,101
Value$7.2M
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares102,134 from 75,249
Change+26,885 (+36%)
Value$7.0M (+$1.3M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares101,966 from 107,283
Change-5,317 (-5%)
Value$7.0M (-$1.1M)
Filed 2026-10-30
Financial Advisory Partners, LLC
INCREASED
Shares100,384 from 67,503
Change+32,881 (+49%)
Value$6.9M (+$1.8M)
Filed 2026-10-23
AMG National Trust Bank
DECREASED
Shares94,918 from 123,017
Change-28,099 (-23%)
Value$6.5M (-$2.8M)
Filed 2026-11-05
Marion Wealth Management
INCREASED
Shares94,008 from 88,051
Change+5,957 (+7%)
Value$6.4M (-$186.3K)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares92,596 from 85,166
Change+7,430 (+9%)
Value$6.4M (-$101.5K)
Filed 2026-10-30
Nottingham Advisors, Inc.
UNCHANGED
Shares92,236 from 92,236
Change0 (0%)
Value$6.3M (-$430.7K)
Filed 2026-10-29
LeConte Wealth Management, LLC
DECREASED
Shares86,240 from 119,483
Change-33,243 (-28%)
Value$5.9M (-$3.1M)
Filed 2026-10-20
Mechanics Bank Trust Department
INCREASED
Shares85,137 from 75,544
Change+9,593 (+13%)
Value$5.8M (+$147.2K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares83,456 from 85,111
Change-1,655 (-2%)
Value$5.8M (-$589.0K)
Filed 2026-10-20
Lockheed Martin Investment Management Co
UNCHANGED
Shares79,500 from 79,500
Change0 (0%)
Value$5.4M (-$536.6K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares74,428 from 65,137
Change+9,291 (+14%)
Value$5.1M (+$196.8K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares73,005 from 27,441
Change+45,564 (+166%)
Value$5.0K (-$2.1M)
Filed 2026-11-05
Websterrogers Financial Advisors, LLC
DECREASED
Shares72,231 from 108,330
Change-36,099 (-33%)
Value$4.9M (-$3.2M)
Filed 2026-11-02
Lighthouse Financial LLC
DECREASED
Shares71,953 from 96,703
Change-24,750 (-26%)
Value$4.9M (-$2.3M)
Filed 2026-10-23
Sagace Wealth Management LLC
INCREASED
Shares66,591 from 61,405
Change+5,186 (+8%)
Value$4.6M (-$59.2K)
Filed 2026-10-28
4Thought Financial Group Inc.
INCREASED
Shares66,568 from 65,100
Change+1,468 (+2%)
Value$4.6M (-$338.9K)
Filed 2026-11-02
Horizon Financial Services, LLC
INCREASED
Shares63,335 from 60,882
Change+2,453 (+4%)
Value$4.3M (-$242.9K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares59,188 from 55,429
Change+3,759 (+7%)
Value$4.1M (-$116.7K)
Filed 2026-11-05
NBT Bank, N.A.
UNCHANGED
Shares54,940 from 54,940
Change0 (0%)
Value$3.8M (-$370.8K)
Filed 2026-10-21
King Luther Capital Management Corp
UNCHANGED
Shares46,503 from 46,503
Change0 (0%)
Value$3.2M (-$313.9K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares46,010 from 48,697
Change-2,687 (-6%)
Value$3.2M (-$512.8K)
Filed 2026-11-05
Sightline Wealth Advisors, LLC
DECREASED
Shares45,959 from 48,335
Change-2,376 (-5%)
Value$3.1M (-$489.0K)
Filed 2026-10-21
Eclectic Associates Inc
DECREASED
Shares44,808 from 45,999
Change-1,191 (-3%)
Value$3.1M (-$392.1K)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares43,165 from 35,868
Change+7,297 (+20%)
Value$3.0M (+$349.8K)
Filed 2026-11-04
Industrial Alliance Investment Management Inc.
INCREASED
Shares41,970 from 26,295
Change+15,675 (+60%)
Value$2.9K (-$2.0M)
Filed 2026-10-29
Asset Allocation & Management Company, LLC
INCREASED
Shares41,970 from 26,295
Change+15,675 (+60%)
Value$2.9K (+$896)
Filed 2026-10-13
Transcendent Capital Group LLC
INCREASED
Shares41,060 from 36,085
Change+4,975 (+14%)
Value$2.8M (+$97.2K)
Filed 2026-10-28
rebel Financial LLC
NEW
Shares38,870
Change+38,870
Value$2.7M
Filed 2026-11-04
First Security Investment Management, Inc.
NEW
Shares37,587
Change+37,587
Value$2.6M
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares36,054 from 21,492
Change+14,562 (+68%)
Value$2.5M (+$852.5K)
Filed 2026-10-08
Antonelli Financial Advisors, LLC
DECREASED
Shares31,620 from 96,194
Change-64,574 (-67%)
Value$2.2M (-$5.1M)
Filed 2026-10-13
Ascentis Independent Advisors
INCREASED
Shares30,356 from 9,195
Change+21,161 (+230%)
Value$2.1M (+$1.4M)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares29,861 from 29,046
Change+815 (+3%)
Value$2.0M (-$140.2K)
Filed 2026-10-22
Fifth Third Securities, Inc.
INCREASED
Shares29,271 from 4,955
Change+24,316 (+491%)
Value$2.0M (+$1.6M)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares27,850 from 24,404
Change+3,446 (+14%)
Value$1.9M (+$71.4K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares27,201 from 20,103
Change+7,098 (+35%)
Value$1.9M (+$350.5K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares25,911 from 28,103
Change-2,192 (-8%)
Value$1.8M (-$339.8K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares23,957 from 6,526
Change+17,431 (+267%)
Value$1.6M (+$1.1M)
Filed 2026-10-29
S. R. Schill & Associates
INCREASED
Shares23,193 from 21,369
Change+1,824 (+9%)
Value$1.6M (-$19.3K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED
Shares22,854 from 6,025
Change+16,829 (+279%)
Value$1.6M (+$1.1M)
Filed 2026-11-03
Farrell Financial LLC
DECREASED
Shares22,816 from 27,973
Change-5,157 (-18%)
Value$1.6M (-$542.0K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,027 from 5,286
Change+16,741 (+317%)
Value$1.5M (+$1.1M)
Filed 2026-10-13
Fortress Financial Solutions, LLC
NEW
Shares20,548
Change+20,548
Value$1.4M
Filed 2026-10-14
Barings LLC
DECREASED
Shares20,330 from 39,437
Change-19,107 (-48%)
Value$1.4M (-$1.6M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares19,566 from 16,848
Change+2,718 (+16%)
Value$1.3K (-$1.3M)
Filed 2026-10-26
James Investment Research, Inc.
DECREASED
Shares18,026 from 19,294
Change-1,268 (-7%)
Value$1.2M (-$217.1K)
Filed 2026-10-22
Victory Financial Group, LLC
DECREASED
Shares18,013 from 44,827
Change-26,814 (-60%)
Value$1.2M (-$2.1M)
Filed 2026-10-27
Layline Advisors, LLC
INCREASED
Shares17,305 from 16,159
Change+1,146 (+7%)
Value$1.2M (-$30.6K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares17,106
Change+17,106
Value$1.2M
Filed 2026-10-14
MMA Asset Management LLC
DECREASED
Shares16,199 from 18,574
Change-2,375 (-13%)
Value$1.1M (-$288.1K)
Filed 2026-11-02
LifeGoal Investments, LLC
DECREASED
Shares15,655 from 20,993
Change-5,338 (-25%)
Value$1.1M (-$507.4K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares14,434 from 15,236
Change-802 (-5%)
Value$988.7K (-$157.8K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares14,249 from 12,188
Change+2,061 (+17%)
Value$976.0K (+$58.9K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED
Shares14,063 from 14,808
Change-745 (-5%)
Value$963.3K (-$151.0K)
Filed 2026-10-26
Harmony Asset Management LLC
INCREASED
Shares13,980 from 13,630
Change+350 (+3%)
Value$957.6K (-$68.0K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
INCREASED
Shares13,326 from 13,140
Change+186 (+1%)
Value$912.8K (-$76.0K)
Filed 2026-10-26
GP Brinson Investments LLC
UNCHANGED
Shares13,210 from 13,210
Change0 (0%)
Value$904.9K (-$89.2K)
Filed 2026-10-01
Sigma Planning Corp
INCREASED
Shares12,522 from 12,463
Change+59 (+0%)
Value$857.7K (-$80.1K)
Filed 2026-10-23
Equity Wealth Partners, LLC
INCREASED
Shares11,981 from 11,207
Change+774 (+7%)
Value$820.7K (-$22.7K)
Filed 2026-10-26
Conning Inc.
UNCHANGED
Shares11,380 from 11,380
Change0 (0%)
Value$779.5K (-$76.8K)
Filed 2026-10-27
Sheets Smith Wealth Management
INCREASED
Shares11,074 from 9,769
Change+1,305 (+13%)
Value$758.6K (+$23.5K)
Filed 2026-10-16
Sage Investment Counsel LLC
INCREASED
Shares10,696 from 10,690
Change+6 (+0%)
Value$732.7K (-$71.7K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares10,402 from 13,676
Change-3,274 (-24%)
Value$712.5K (-$316.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares10,286 from 7,826
Change+2,460 (+31%)
Value$704.6K (+$115.7K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares9,844 from 10,800
Change-956 (-9%)
Value$674.3K (-$138.4K)
Filed 2026-10-28
White Lighthouse Investment Management Inc.
DECREASED
Shares9,756 from 9,784
Change-28 (0%)
Value$668.3K (-$67.9K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
DECREASED
Shares9,601 from 9,910
Change-309 (-3%)
Value$657.7K (-$88.1K)
Filed 2026-10-05
Private Trust Co NA
INCREASED
Shares9,572 from 9,547
Change+25 (+0%)
Value$655.7K (-$62.7K)
Filed 2026-10-20
Diversified Portfolios, Inc.
DECREASED
Shares9,443 from 9,685
Change-242 (-2%)
Value$646.8K (-$82.0K)
Filed 2026-11-04
Bangor Savings Bank
UNCHANGED
Shares9,190 from 9,190
Change0 (0%)
Value$629.5K (-$62.0K)
Filed 2026-10-06
Compass Ion Advisors, LLC
UNCHANGED
Shares9,162 from 9,162
Change0 (0%)
Value$627.6K (-$61.8K)
Filed 2026-10-23
Cordoba Advisory Partners LLC
DECREASED
Shares8,734 from 142,287
Change-133,553 (-94%)
Value$598.3K (-$10.1M)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares8,411 from 9,916
Change-1,505 (-15%)
Value$576.2K (-$170.0K)
Filed 2026-10-05
Stonebridge Financial Group, LLC
INCREASED
Shares8,368 from 7,701
Change+667 (+9%)
Value$573.2K (-$6.3K)
Filed 2026-10-01
Eagle Strategies LLC
INCREASED
Shares8,345 from 8,226
Change+119 (+1%)
Value$571.6K (-$47.4K)
Filed 2026-10-16
Innova Wealth Partners
INCREASED
Shares8,251 from 7,691
Change+560 (+7%)
Value$565.2K (-$13.6K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
INCREASED
Shares8,211 from 6,659
Change+1,552 (+23%)
Value$562.5K (+$61.3K)
Filed 2026-10-29
Grand Central Investment Group
UNCHANGED
Shares8,059 from 8,059
Change0 (0%)
Value$552.0K (-$54.4K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares8,053 from 10,688
Change-2,635 (-25%)
Value$551.6K (-$252.6K)
Filed 2026-10-28
Cornerstone National Bank & Trust Co
DECREASED
Shares7,468 from 35,142
Change-27,674 (-79%)
Value$510.9K (-$2.1M)
Filed 2026-10-20
Summa Corp.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$479.5K (-$47.3K)
Filed 2026-10-30
Galvin, Gaustad & Stein, LLC
DECREASED
Shares6,904 from 7,117
Change-213 (-3%)
Value$472.9K (-$62.6K)
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares6,684 from 6,602
Change+82 (+1%)
Value$457.9K (-$38.9K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares6,545
Change+6,545
Value$461.4K
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares6,499 from 7,405
Change-906 (-12%)
Value$445.2K (-$112.1K)
Filed 2026-11-04
Avaii Wealth Management, LLC
INCREASED
Shares6,231 from 5,863
Change+368 (+6%)
Value$425.0K (-$16.2K)
Filed 2026-10-09
TD Private Client Wealth LLC
DECREASED
Shares6,174 from 66,306
Change-60,132 (-91%)
Value$422.9K (-$4.6M)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares6,128 from 4,785
Change+1,343 (+28%)
Value$419.8K (+$59.7K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares5,978 from 5,970
Change+8 (+0%)
Value$409.5K (-$39.8K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares5,814 from 6,027
Change-213 (-4%)
Value$398.3K (-$55.3K)
Filed 2026-10-13
Prospera Capital Management, LLC
INCREASED
Shares5,668 from 4,423
Change+1,245 (+28%)
Value$386.3K (+$55.5K)
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares5,488 from 5,238
Change+250 (+5%)
Value$375.9K (-$18.2K)
Filed 2026-10-08
GK Wealth Management LLC
DECREASED
Shares5,437 from 6,876
Change-1,439 (-21%)
Value$372.5K (-$144.9K)
Filed 2026-10-09
Private Client Services, LLC
INCREASED
Shares5,153 from 4,257
Change+896 (+21%)
Value$353.0K (+$32.6K)
Filed 2026-10-02
Choreo, LLC
DECREASED
Shares5,129 from 141,849
Change-136,720 (-96%)
Value$351.4K (-$10.3M)
Filed 2026-10-28
Primoris Wealth Advisors, LLC
NEW
Shares5,000
Change+5,000
Value$342.5K
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares4,747 from 6,051
Change-1,304 (-22%)
Value$325.2K (-$130.2K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares4,720 from 8,751
Change-4,031 (-46%)
Value$323.3K (-$335.2K)
Filed 2026-10-08
Daiwa Securities Group Inc.
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$322.0K (-$31.7K)
Filed 2026-10-29
Anchor Capital Advisors LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$315.1K (-$31.1K)
Filed 2026-11-05
First National Trust Co
DECREASED
Shares4,408 from 4,788
Change-380 (-8%)
Value$301.9K (-$58.3K)
Filed 2026-10-28
Acorn Wealth Advisors, LLC
UNCHANGED
Shares4,406 from 4,406
Change0 (0%)
Value$301.8K (-$29.7K)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares4,244
Change+4,244
Value$290.7K
Filed 2026-11-04
Amtrust Financial Services, Inc.
NEW
Shares3,959
Change+3,959
Value$271.2K
Filed 2026-10-19
Wesbanco Bank Inc
DECREASED
Shares3,905 from 39,635
Change-35,730 (-90%)
Value$267.4K (-$2.7M)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares3,617 from 3,077
Change+540 (+18%)
Value$247.8K (+$16.2K)
Filed 2026-10-20
Financial Management Network Inc
NEW
Shares3,496
Change+3,496
Value$238.5K
Filed 2026-10-09
Wealth Management Nebraska
NEW
Shares3,458
Change+3,458
Value$236.9K
Filed 2026-10-26
Midwest Trust Co
DECREASED
Shares3,431 from 3,480
Change-49 (-1%)
Value$235.0K (-$26.8K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares3,374 from 7,385
Change-4,011 (-54%)
Value$231.1K (-$324.6K)
Filed 2026-10-16
Argentarii, LLC
DECREASED
Shares3,338 from 3,377
Change-39 (-1%)
Value$228.7K (-$13.7K)
Filed 2026-10-28
Refined Wealth Management
DECREASED
Shares3,295 from 3,374
Change-79 (-2%)
Value$225.7K (-$28.2K)
Filed 2026-10-13
Independence Bank of Kentucky
INCREASED
Shares3,230 from 1,835
Change+1,395 (+76%)
Value$221.3K (+$83.2K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares3,215 from 3,903
Change-688 (-18%)
Value$220.2K (-$73.5K)
Filed 2026-10-22
Coquina Private Wealth LLC
UNCHANGED
Shares3,135 from 3,135
Change0 (0%)
Value$214.7K (-$21.2K)
Filed 2026-10-27
Compass Financial Management LLC
INCREASED
Shares2,903 from 2,877
Change+26 (+1%)
Value$198.8K (-$10.0K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
DECREASED
Shares2,200 from 2,251
Change-51 (-2%)
Value$150.7K (-$18.7K)
Filed 2026-10-30
Rakuten Securities, Inc.
INCREASED
Shares2,125 from 225
Change+1,900 (+844%)
Value$145.6K (+$128.6K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares1,815 from 1,429
Change+386 (+27%)
Value$124.3K (+$16.8K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares1,308 from 1,353
Change-45 (-3%)
Value$89.6K (-$12.3K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$71.7K (-$7.1K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,005 from 1,567
Change-562 (-36%)
Value$68.8K (-$49.1K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$58.9K (-$5.8K)
Filed 2026-10-21
Investors Research Corp
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$57.7K (-$5.7K)
Filed 2026-10-07
Realta Investment Advisors
NEW
Shares711
Change+711
Value$48.7K
Filed 2026-10-14
Eastern Bank
NEW
Shares543
Change+543
Value$37.2K
Filed 2026-10-05
Friedenthal Financial
INCREASED
Shares537 from 527
Change+10 (+2%)
Value$36.8K (-$2.9K)
Filed 2026-10-27
Entrust Financial LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$36.0K (-$3.5K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$25.1K (-$2.5K)
Filed 2026-10-09
RMG Wealth Management LLC
NEW
Shares289
Change+289
Value$20.5K
Filed 2026-10-26
Markowski Investments
INCREASED
Shares279 from 160
Change+119 (+74%)
Value$19.1K (+$7.1K)
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares271
Change+271
Value$18.6K
Filed 2026-10-23
WPG Advisers, LLC
INCREASED
Shares240 from 224
Change+16 (+7%)
Value$16.4K (-$416)
Filed 2026-10-27
RHL Group, LLC
DECREASED
Shares210 from 92,132
Change-91,922 (-100%)
Value$14.4K (-$6.9M)
Filed 2026-11-04
Canton Hathaway, LLC
NEW
Shares200
Change+200
Value$13.7K
Filed 2026-10-23
Financial Consulate, Inc
INCREASED
Shares200 from 197
Change+3 (+2%)
Value$13.7K (-$1.1K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares199 from 192
Change+7 (+4%)
Value$13.6K (-$816)
Filed 2026-10-23
Register Financial Advisors LLC
INCREASED
Shares163 from 161
Change+2 (+1%)
Value$11.2K (-$927)
Filed 2026-10-23
Y.D. More Investments Ltd
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.3K (-$1.0K)
Filed 2026-11-02
First Bancorp, Inc
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$10.1K (-$992)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$8.1K (-$797)
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$8.0K (-$789)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares107 from 68
Change+39 (+57%)
Value$7.3K (+$2.2K)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares103 from 101
Change+2 (+2%)
Value$7.2K (-$393)
Filed 2026-10-16
City State Bank
NEW
Shares100
Change+100
Value$6.9K
Filed 2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.9K (-$669)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$5.9K (-$581)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares51
Change+51
Value$3.5K
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.5K (-$291)
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.6K (-$257)
Filed 2026-10-21
TD Waterhouse Canada Inc.
DECREASED
Shares31 from 11,286
Change-11,255 (-100%)
Value$2.1K (-$841.8K)
Filed 2026-10-16
Strategic Advocates LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.9K (-$182)
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.4K (-$135)
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$274 (-$27)
Filed 2026-10-08
Angeles Investment Advisors, LLC
CLOSED
Shares0 from 602,320
Change-602,320 (-100%)
Value$0 (-$45.3M)
Filed 2026-10-22
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 519,400
Change-519,400 (-100%)
Value$0 (-$39.1M)
Filed 2026-10-21
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 127,872
Change-127,872 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-27
McMill Wealth Management
CLOSED
Shares0 from 79,437
Change-79,437 (-100%)
Value$0 (-$6.6M)
Filed 2026-11-05
AXS Investments LLC
CLOSED
Shares0 from 22,609
Change-22,609 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 15,603
Change-15,603 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-13
CPR Investments Inc.
CLOSED
Shares0 from 14,365
Change-14,365 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 8,308
Change-8,308 (-100%)
Value$0 (-$625.2K)
Filed 2026-11-05
Ramiah Investment Group
CLOSED
Shares0 from 6,189
Change-6,189 (-100%)
Value$0 (-$465.7K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 5,016
Change-5,016 (-100%)
Value$0 (-$377.4K)
Filed 2026-11-04
Blue Water Asset Management
CLOSED
Shares0 from 4,983
Change-4,983 (-100%)
Value$0 (-$375.0K)
Filed 2026-11-04
Lido Advisors, LLC
CLOSED
Shares0 from 4,351
Change-4,351 (-100%)
Value$0 (-$327.5K)
Filed 2026-11-04
Idaho Trust Co
CLOSED
Shares0 from 4,138
Change-4,138 (-100%)
Value$0 (-$311.4K)
Filed 2026-11-04
RCS Financial Planning, LLC
CLOSED
Shares0 from 3,244
Change-3,244 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-14
Compound Planning, Inc.
CLOSED
Shares0 from 3,231
Change-3,231 (-100%)
Value$0 (-$243.1K)
Filed 2026-11-05
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,008
Change-3,008 (-100%)
Value$0 (-$226.4K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,628
Change-2,628 (-100%)
Value$0 (-$196.2K)
Filed 2026-11-02
Tsfg, LLC
CLOSED
Shares0 from 1,510
Change-1,510 (-100%)
Value$0 (-$114.0K)
Filed 2026-10-23
WestEnd Advisors, LLC
CLOSED
Shares0 from 437
Change-437 (-100%)
Value$0 (-$32.9K)
Filed 2026-10-27
US Bancorp \de\
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$9.0K)
Filed 2026-11-05
Evolution Wealth Management Inc.
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
SYM Financial Corp
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 19,710,947
Change-19,710,947 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 3,332,943
Change-3,332,943 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 2,833,000
Change-2,833,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,541,754
Change-2,541,754 (-100%)
Value—
Allianz SE
N/A
Shares— from 2,416,012
Change-2,416,012 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,414,196
Change-2,414,196 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 1,980,590
Change-1,980,590 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,564,873
Change-1,564,873 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,507,936
Change-1,507,936 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,321,336
Change-1,321,336 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,002,390
Change-1,002,390 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 904,047
Change-904,047 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 846,095
Change-846,095 (-100%)
Value—
Globe Life Inc.
N/A
Shares— from 704,500
Change-704,500 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 683,525
Change-683,525 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 598,717
Change-598,717 (-100%)
Value—
State Street Corp
N/A
Shares— from 571,871
Change-571,871 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 570,850
Change-570,850 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 561,226
Change-561,226 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 534,848
Change-534,848 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 531,412
Change-531,412 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 529,936
Change-529,936 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 495,059
Change-495,059 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 482,700
Change-482,700 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 448,330
Change-448,330 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 403,549
Change-403,549 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 392,706
Change-392,706 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 384,091
Change-384,091 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 375,307
Change-375,307 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 371,100
Change-371,100 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 342,627
Change-342,627 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 303,536
Change-303,536 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 293,502
Change-293,502 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 267,014
Change-267,014 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 265,037
Change-265,037 (-100%)
Value—
DOW Chemical Co
N/A
Shares— from 264,221
Change-264,221 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 238,015
Change-238,015 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 226,154
Change-226,154 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 222,799
Change-222,799 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 222,049
Change-222,049 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 202,549
Change-202,549 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 201,234
Change-201,234 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 191,908
Change-191,908 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 180,653
Change-180,653 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 180,426
Change-180,426 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 179,275
Change-179,275 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 160,489
Change-160,489 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 158,190
Change-158,190 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 152,727
Change-152,727 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 150,149
Change-150,149 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 145,740
Change-145,740 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 133,018
Change-133,018 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 132,965
Change-132,965 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 114,466
Change-114,466 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 110,719
Change-110,719 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 107,892
Change-107,892 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 95,304
Change-95,304 (-100%)
Value—
&partners
N/A
Shares— from 91,828
Change-91,828 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 90,813
Change-90,813 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 84,549
Change-84,549 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 80,292
Change-80,292 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 68,692
Change-68,692 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 68,569
Change-68,569 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 64,730
Change-64,730 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 61,689
Change-61,689 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 59,086
Change-59,086 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 59,040
Change-59,040 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 55,179
Change-55,179 (-100%)
Value—
Commerce Bank
N/A
Shares— from 50,140
Change-50,140 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 49,666
Change-49,666 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 48,650
Change-48,650 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 43,671
Change-43,671 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 39,774
Change-39,774 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 37,360
Change-37,360 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 34,501
Change-34,501 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 33,851
Change-33,851 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 32,735
Change-32,735 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 32,434
Change-32,434 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 31,818
Change-31,818 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 31,405
Change-31,405 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 30,993
Change-30,993 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 28,336
Change-28,336 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,663
Change-27,663 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 27,363
Change-27,363 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 26,823
Change-26,823 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 26,531
Change-26,531 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 24,663
Change-24,663 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,540
Change-24,540 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 23,270
Change-23,270 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 21,509
Change-21,509 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 20,828
Change-20,828 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 20,184
Change-20,184 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,833
Change-19,833 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 18,123
Change-18,123 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 18,044
Change-18,044 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,789
Change-17,789 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,452
Change-14,452 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 14,074
Change-14,074 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 12,846
Change-12,846 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 10,357
Change-10,357 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,894
Change-9,894 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,479
Change-9,479 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,385
Change-7,385 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,867
Change-6,867 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,099
Change-5,099 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 818
Change-818 (-100%)
Value—
FMR LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 631
Change-631 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 338
Change-338 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 210
Change-210 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 176
Change-176 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
Barclays PLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
BNP Paribas
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
iA Global Asset Management Inc.
INCREASED1,217,5641,130,059+87,505+8%$85.0M$83.4K-$85.0M2026-10-29
One Way Holdings LLC
INCREASED1,089,864951,292+138,572+15%$71.6M$74.7M+$3.1M2026-10-29
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED761,600761,60000%$57.3M$52.2M-$5.1M2026-11-02
Davidson Capital Management Inc.
INCREASED747,412726,874+20,538+3%$54.7M$51.2M-$3.5M2026-10-15
NYL Investors LLC
INCREASED659,151647,899+11,252+2%$48.8M$45.2M-$3.6M2026-11-03
Citigroup Inc
DECREASED621,2471,125,185-503,938-45%$84.7M$42.6M-$42.1M2026-11-04
Insight Wealth Strategies, LLC
INCREASED445,844420,326+25,518+6%$31.4M$30.5M-$837.0K2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED386,324335,681+50,643+15%$25.3M$26.5M+$1.2M2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED361,231503,759-142,528-28%$37.9M$24.7M-$13.2M2026-11-04
Country Trust Bank
UNCHANGED275,683275,68300%$20.7M$18.9M-$1.9M2026-10-30
Exchange Traded Concepts, LLC
INCREASED233,285220,058+13,227+6%$16.6M$16.0M-$579.3K2026-10-28
RFG Holdings, Inc.
INCREASED233,090201,796+31,294+16%$15.2M$14.4M-$821.0K2026-10-30
Boyd Wealth Management, LLC
INCREASED220,870206,584+14,286+7%$15.5M$15.1M-$415.9K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED207,589194,539+13,050+7%$14.6M$14.2K-$14.6M2026-11-02
Venture Visionary Partners LLC
NEW192,493—+192,493——$13.2M—2026-10-07
B.A. Schrock Wealth Management, Inc.
NEW183,096—+183,096——$12.5M—2026-10-15
Nisa Investment Advisors, LLC
INCREASED170,630165,774+4,856+3%$12.5M$11.7M-$786.3K2026-10-20
Providence First Trust Co
DECREASED152,535154,326-1,791-1%$11.6M$10.4M-$1.2M2026-11-02
Bank of New York Mellon Corp
INCREASED143,826127,507+16,319+13%$9.6M$9.9M+$257.1K2026-11-05
Sellwood Investment Partners LLC
INCREASED118,921112,414+6,507+6%$8.5M$8.1M-$313.1K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED117,71890,868+26,850+30%$6.8M$8.1M+$1.2M2026-10-16
Principal Financial Group Inc
DECREASED117,000169,000-52,000-31%$12.7M$8.0M-$4.7M2026-11-02
Retirement Planning Group, LLC
INCREASED108,309104,536+3,773+4%$7.9M$7.4M-$447.1K2026-10-19
Market Street Wealth Management Advisors LLC
NEW105,101—+105,101——$7.2M—2026-10-09
Commonwealth Equity Services, LLC
INCREASED102,13475,249+26,885+36%$5.7M$7.0M+$1.3M2026-11-02
Truist Financial Corp
DECREASED101,966107,283-5,317-5%$8.1M$7.0M-$1.1M2026-10-30
Financial Advisory Partners, LLC
INCREASED100,38467,503+32,881+49%$5.1M$6.9M+$1.8M2026-10-23
AMG National Trust Bank
DECREASED94,918123,017-28,099-23%$9.3M$6.5M-$2.8M2026-11-05
Marion Wealth Management
INCREASED94,00888,051+5,957+7%$6.6M$6.4M-$186.3K2026-10-22
Rakuten Investment Management, Inc.
INCREASED92,59685,166+7,430+9%$6.5M$6.4M-$101.5K2026-10-30
Nottingham Advisors, Inc.
UNCHANGED92,23692,23600%$6.7M$6.3M-$430.7K2026-10-29
LeConte Wealth Management, LLC
DECREASED86,240119,483-33,243-28%$9.0M$5.9M-$3.1M2026-10-20
Mechanics Bank Trust Department
INCREASED85,13775,544+9,593+13%$5.7M$5.8M+$147.2K2026-10-13
Revisor Wealth Management LLC
DECREASED83,45685,111-1,655-2%$6.4M$5.8M-$589.0K2026-10-20
Lockheed Martin Investment Management Co
UNCHANGED79,50079,50000%$6.0M$5.4M-$536.6K2026-11-04
Atria Investments, Inc
INCREASED74,42865,137+9,291+14%$4.9M$5.1M+$196.8K2026-10-15
Thrivent Financial for Lutherans
INCREASED73,00527,441+45,564+166%$2.1M$5.0K-$2.1M2026-11-05
Websterrogers Financial Advisors, LLC
DECREASED72,231108,330-36,099-33%$8.2M$4.9M-$3.2M2026-11-02
Lighthouse Financial LLC
DECREASED71,95396,703-24,750-26%$7.3M$4.9M-$2.3M2026-10-23
Sagace Wealth Management LLC
INCREASED66,59161,405+5,186+8%$4.6M$4.6M-$59.2K2026-10-28
4Thought Financial Group Inc.
INCREASED66,56865,100+1,468+2%$4.9M$4.6M-$338.9K2026-11-02
Horizon Financial Services, LLC
INCREASED63,33560,882+2,453+4%$4.6M$4.3M-$242.9K2026-11-04
Nations Financial Group Inc,
INCREASED59,18855,429+3,759+7%$4.2M$4.1M-$116.7K2026-11-05
NBT Bank, N.A.
UNCHANGED54,94054,94000%$4.1M$3.8M-$370.8K2026-10-21
King Luther Capital Management Corp
UNCHANGED46,50346,50300%$3.5M$3.2M-$313.9K2026-11-05
Fifth Third Bancorp
DECREASED46,01048,697-2,687-6%$3.7M$3.2M-$512.8K2026-11-05
Sightline Wealth Advisors, LLC
DECREASED45,95948,335-2,376-5%$3.6M$3.1M-$489.0K2026-10-21
Eclectic Associates Inc
DECREASED44,80845,999-1,191-3%$3.5M$3.1M-$392.1K2026-10-09
Prospera Financial Services Inc
INCREASED43,16535,868+7,297+20%$2.7M$3.0M+$349.8K2026-11-04
Industrial Alliance Investment Management Inc.
INCREASED41,97026,295+15,675+60%$2.0M$2.9K-$2.0M2026-10-29
Asset Allocation & Management Company, LLC
INCREASED41,97026,295+15,675+60%$2.0K$2.9K+$8962026-10-13
Transcendent Capital Group LLC
INCREASED41,06036,085+4,975+14%$2.7M$2.8M+$97.2K2026-10-28
rebel Financial LLC
NEW38,870—+38,870——$2.7M—2026-11-04
First Security Investment Management, Inc.
NEW37,587—+37,587——$2.6M—2026-11-05
Farther Finance Advisors, LLC
INCREASED36,05421,492+14,562+68%$1.6M$2.5M+$852.5K2026-10-08
Antonelli Financial Advisors, LLC
DECREASED31,62096,194-64,574-67%$7.2M$2.2M-$5.1M2026-10-13
Ascentis Independent Advisors
INCREASED30,3569,195+21,161+230%$693.7K$2.1M+$1.4M2026-11-03
SBI Securities Co., Ltd.
INCREASED29,86129,046+815+3%$2.2M$2.0M-$140.2K2026-10-22
Fifth Third Securities, Inc.
INCREASED29,2714,955+24,316+491%$372.9K$2.0M+$1.6M2026-10-21
Simplicity Wealth,LLC
INCREASED27,85024,404+3,446+14%$1.8M$1.9M+$71.4K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED27,20120,103+7,098+35%$1.5M$1.9M+$350.5K2026-10-20
Creative Planning
DECREASED25,91128,103-2,192-8%$2.1M$1.8M-$339.8K2026-11-02
Vise Technologies, Inc.
INCREASED23,9576,526+17,431+267%$491.1K$1.6M+$1.1M2026-10-29
S. R. Schill & Associates
INCREASED23,19321,369+1,824+9%$1.6M$1.6M-$19.3K2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED22,8546,025+16,829+279%$453.4K$1.6M+$1.1M2026-11-03
Farrell Financial LLC
DECREASED22,81627,973-5,157-18%$2.1M$1.6M-$542.0K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED22,0275,286+16,741+317%$388.6K$1.5M+$1.1M2026-10-13
Fortress Financial Solutions, LLC
NEW20,548—+20,548——$1.4M—2026-10-14
Barings LLC
DECREASED20,33039,437-19,107-48%$3.0M$1.4M-$1.6M2026-10-22
Park Avenue Securities LLC
INCREASED19,56616,848+2,718+16%$1.3M$1.3K-$1.3M2026-10-26
James Investment Research, Inc.
DECREASED18,02619,294-1,268-7%$1.5M$1.2M-$217.1K2026-10-22
Victory Financial Group, LLC
DECREASED18,01344,827-26,814-60%$3.4M$1.2M-$2.1M2026-10-27
Layline Advisors, LLC
INCREASED17,30516,159+1,146+7%$1.2M$1.2M-$30.6K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
NEW17,106—+17,106——$1.2M—2026-10-14
MMA Asset Management LLC
DECREASED16,19918,574-2,375-13%$1.4M$1.1M-$288.1K2026-11-02
LifeGoal Investments, LLC
DECREASED15,65520,993-5,338-25%$1.6M$1.1M-$507.4K2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED14,43415,236-802-5%$1.1M$988.7K-$157.8K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED14,24912,188+2,061+17%$917.1K$976.0K+$58.9K2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED14,06314,808-745-5%$1.1M$963.3K-$151.0K2026-10-26
Harmony Asset Management LLC
INCREASED13,98013,630+350+3%$1.0M$957.6K-$68.0K2026-10-20
High Net Worth Advisory Group LLC
INCREASED13,32613,140+186+1%$988.9K$912.8K-$76.0K2026-10-26
GP Brinson Investments LLC
UNCHANGED13,21013,21000%$994.1K$904.9K-$89.2K2026-10-01
Sigma Planning Corp
INCREASED12,52212,463+59+0%$937.8K$857.7K-$80.1K2026-10-23
Equity Wealth Partners, LLC
INCREASED11,98111,207+774+7%$843.3K$820.7K-$22.7K2026-10-26
Conning Inc.
UNCHANGED11,38011,38000%$856.3K$779.5K-$76.8K2026-10-27
Sheets Smith Wealth Management
INCREASED11,0749,769+1,305+13%$735.1K$758.6K+$23.5K2026-10-16
Sage Investment Counsel LLC
INCREASED10,69610,690+6+0%$804.4K$732.7K-$71.7K2026-10-26
Hennion & Walsh Asset Management, Inc.
DECREASED10,40213,676-3,274-24%$1.0M$712.5K-$316.6K2026-10-13
Kestra Advisory Services, LLC
INCREASED10,2867,826+2,460+31%$588.9K$704.6K+$115.7K2026-11-02
MGO One Seven LLC
DECREASED9,84410,800-956-9%$812.7K$674.3K-$138.4K2026-10-28
White Lighthouse Investment Management Inc.
DECREASED9,7569,784-280%$736.2K$668.3K-$67.9K2026-10-21
Rosenberg Matthew Hamilton
DECREASED9,6019,910-309-3%$745.7K$657.7K-$88.1K2026-10-05
Private Trust Co NA
INCREASED9,5729,547+25+0%$718.4K$655.7K-$62.7K2026-10-20
Diversified Portfolios, Inc.
DECREASED9,4439,685-242-2%$728.8K$646.8K-$82.0K2026-11-04
Bangor Savings Bank
UNCHANGED9,1909,19000%$691.5K$629.5K-$62.0K2026-10-06
Compass Ion Advisors, LLC
UNCHANGED9,1629,16200%$689.4K$627.6K-$61.8K2026-10-23
Cordoba Advisory Partners LLC
DECREASED8,734142,287-133,553-94%$10.7M$598.3K-$10.1M2026-10-19
Rockland Trust Co
DECREASED8,4119,916-1,505-15%$746.2K$576.2K-$170.0K2026-10-05
Stonebridge Financial Group, LLC
INCREASED8,3687,701+667+9%$579.5K$573.2K-$6.3K2026-10-01
Eagle Strategies LLC
INCREASED8,3458,226+119+1%$619.0K$571.6K-$47.4K2026-10-16
Innova Wealth Partners
INCREASED8,2517,691+560+7%$578.8K$565.2K-$13.6K2026-10-21
Integrity Advisory Solutions, LLC
INCREASED8,2116,659+1,552+23%$501.1K$562.5K+$61.3K2026-10-29
Grand Central Investment Group
UNCHANGED8,0598,05900%$606.4K$552.0K-$54.4K2026-11-02
Heritage Wealth Management, Inc.
DECREASED8,05310,688-2,635-25%$804.3K$551.6K-$252.6K2026-10-28
Cornerstone National Bank & Trust Co
DECREASED7,46835,142-27,674-79%$2.6M$510.9K-$2.1M2026-10-20
Summa Corp.
UNCHANGED7,0007,00000%$526.8K$479.5K-$47.3K2026-10-30
Galvin, Gaustad & Stein, LLC
DECREASED6,9047,117-213-3%$535.5K$472.9K-$62.6K2026-10-08
D.A. Davidson & Co.
INCREASED6,6846,602+82+1%$496.8K$457.9K-$38.9K2026-10-28
StoneX Group Inc.
NEW6,545—+6,545——$461.4K—2026-11-03
Creative Financial Designs Inc
DECREASED6,4997,405-906-12%$557.2K$445.2K-$112.1K2026-11-04
Avaii Wealth Management, LLC
INCREASED6,2315,863+368+6%$441.2K$425.0K-$16.2K2026-10-09
TD Private Client Wealth LLC
DECREASED6,17466,306-60,132-91%$5.0M$422.9K-$4.6M2026-10-28
Brookstone Capital Management
INCREASED6,1284,785+1,343+28%$360.1K$419.8K+$59.7K2026-10-22
Avior Wealth Management, LLC
INCREASED5,9785,970+8+0%$449.2K$409.5K-$39.8K2026-10-13
Independent Financial Group, LLC
DECREASED5,8146,027-213-4%$453.5K$398.3K-$55.3K2026-10-13
Prospera Capital Management, LLC
INCREASED5,6684,423+1,245+28%$330.7K$386.3K+$55.5K2026-10-19
First Heartland Consultants, Inc.
INCREASED5,4885,238+250+5%$394.2K$375.9K-$18.2K2026-10-08
GK Wealth Management LLC
DECREASED5,4376,876-1,439-21%$517.4K$372.5K-$144.9K2026-10-09
Private Client Services, LLC
INCREASED5,1534,257+896+21%$320.4K$353.0K+$32.6K2026-10-02
Choreo, LLC
DECREASED5,129141,849-136,720-96%$10.7M$351.4K-$10.3M2026-10-28
Primoris Wealth Advisors, LLC
NEW5,000—+5,000——$342.5K—2026-10-28
Lanark Financial, Inc.
DECREASED4,7476,051-1,304-22%$455.3K$325.2K-$130.2K2026-10-26
CoreCap Advisors, LLC
DECREASED4,7208,751-4,031-46%$658.5K$323.3K-$335.2K2026-10-08
Daiwa Securities Group Inc.
UNCHANGED4,7004,70000%$353.7K$322.0K-$31.7K2026-10-29
Anchor Capital Advisors LLC
UNCHANGED4,6004,60000%$346.2K$315.1K-$31.1K2026-11-05
First National Trust Co
DECREASED4,4084,788-380-8%$360.3K$301.9K-$58.3K2026-10-28
Acorn Wealth Advisors, LLC
UNCHANGED4,4064,40600%$331.6K$301.8K-$29.7K2026-10-19
Simplex Trading, LLC
NEW4,244—+4,244——$290.7K—2026-11-04
Amtrust Financial Services, Inc.
NEW3,959—+3,959——$271.2K—2026-10-19
Wesbanco Bank Inc
DECREASED3,90539,635-35,730-90%$3.0M$267.4K-$2.7M2026-11-04
Integrated Advisors Network LLC
INCREASED3,6173,077+540+18%$231.5K$247.8K+$16.2K2026-10-20
Financial Management Network Inc
NEW3,496—+3,496——$238.5K—2026-10-09
Wealth Management Nebraska
NEW3,458—+3,458——$236.9K—2026-10-26
Midwest Trust Co
DECREASED3,4313,480-49-1%$261.9K$235.0K-$26.8K2026-10-22
PFG Advisors
DECREASED3,3747,385-4,011-54%$555.7K$231.1K-$324.6K2026-10-16
Argentarii, LLC
DECREASED3,3383,377-39-1%$242.4K$228.7K-$13.7K2026-10-28
Refined Wealth Management
DECREASED3,2953,374-79-2%$253.9K$225.7K-$28.2K2026-10-13
Independence Bank of Kentucky
INCREASED3,2301,835+1,395+76%$138.1K$221.3K+$83.2K2026-10-26
Perigon Wealth Management, LLC
DECREASED3,2153,903-688-18%$293.7K$220.2K-$73.5K2026-10-22
Coquina Private Wealth LLC
UNCHANGED3,1353,13500%$235.9K$214.7K-$21.2K2026-10-27
Compass Financial Management LLC
INCREASED2,9032,877+26+1%$208.9K$198.8K-$10.0K2026-10-30
Capital Investment Advisory Services, LLC
DECREASED2,2002,251-51-2%$169.4K$150.7K-$18.7K2026-10-30
Rakuten Securities, Inc.
INCREASED2,125225+1,900+844%$16.9K$145.6K+$128.6K2026-11-02
IFP Advisors, Inc
INCREASED1,8151,429+386+27%$107.5K$124.3K+$16.8K2026-10-16
Nfsg Corp
DECREASED1,3081,353-45-3%$101.8K$89.6K-$12.3K2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED1,0461,04600%$78.7K$71.7K-$7.1K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED1,0051,567-562-36%$117.9K$68.8K-$49.1K2026-11-03
Piscataqua Savings Bank
UNCHANGED86086000%$64.7K$58.9K-$5.8K2026-10-21
Investors Research Corp
UNCHANGED84384300%$63.4K$57.7K-$5.7K2026-10-07
Realta Investment Advisors
NEW711—+711——$48.7K—2026-10-14
Eastern Bank
NEW543—+543——$37.2K—2026-10-05
Friedenthal Financial
INCREASED537527+10+2%$39.7K$36.8K-$2.9K2026-10-27
Entrust Financial LLC
UNCHANGED52552500%$39.5K$36.0K-$3.5K2026-11-04
Trust Co
UNCHANGED36736700%$27.6K$25.1K-$2.5K2026-10-09
RMG Wealth Management LLC
NEW289—+289——$20.5K—2026-10-26
Markowski Investments
INCREASED279160+119+74%$12.0K$19.1K+$7.1K2026-10-30
Mainstream Capital Management LLC
NEW271—+271——$18.6K—2026-10-23
WPG Advisers, LLC
INCREASED240224+16+7%$16.9K$16.4K-$4162026-10-27
RHL Group, LLC
DECREASED21092,132-91,922-100%$6.9M$14.4K-$6.9M2026-11-04
Canton Hathaway, LLC
NEW200—+200——$13.7K—2026-10-23
Financial Consulate, Inc
INCREASED200197+3+2%$14.8K$13.7K-$1.1K2026-10-23
Signaturefd, LLC
INCREASED199192+7+4%$14.4K$13.6K-$8162026-10-23
Register Financial Advisors LLC
INCREASED163161+2+1%$12.1K$11.2K-$9272026-10-23
Y.D. More Investments Ltd
UNCHANGED15015000%$11.3K$10.3K-$1.0K2026-11-02
First Bancorp, Inc
UNCHANGED14714700%$11.1K$10.1K-$9922026-10-26
Central Trust Co
UNCHANGED11811800%$8.9K$8.1K-$7972026-11-05
United Community Bank
UNCHANGED11711700%$8.8K$8.0K-$7892026-10-28
Triumph Capital Management
INCREASED10768+39+57%$5.1K$7.3K+$2.2K2026-10-14
Mosley Wealth Management
INCREASED103101+2+2%$7.6K$7.2K-$3932026-10-16
City State Bank
NEW100—+100——$6.9K—2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED10010000%$7.5K$6.9K-$6692026-11-04
Woodard & Co Asset Management Group Inc
UNCHANGED868600%$6.5K$5.9K-$5812026-11-03
Birch Financial Group, LLC
NEW51—+51——$3.5K—2026-10-27
Signature Equity Partners, LLC
UNCHANGED515100%$3.8K$3.5K-$2912026-10-29
Assetmark, Inc
UNCHANGED383800%$2.9K$2.6K-$2572026-10-21
TD Waterhouse Canada Inc.
DECREASED3111,286-11,255-100%$843.9K$2.1K-$841.8K2026-10-16
Strategic Advocates LLC
UNCHANGED272700%$2.0K$1.9K-$1822026-11-03
Lodestone Wealth Management LLC
UNCHANGED202000%$1.5K$1.4K-$1352026-10-14
Gamma Investing LLC
UNCHANGED4400%$301$274-$272026-10-08
Angeles Investment Advisors, LLC
CLOSED0602,320-602,320-100%$45.3M$0-$45.3M2026-10-22
Ocean Park Asset Management, LLC
CLOSED0519,400-519,400-100%$39.1M$0-$39.1M2026-10-21
San Luis Wealth Advisors LLC
CLOSED0127,872-127,872-100%$9.6M$0-$9.6M2026-10-27
McMill Wealth Management
CLOSED079,437-79,437-100%$6.6M$0-$6.6M2026-11-05
AXS Investments LLC
CLOSED022,609-22,609-100%$1.7M$0-$1.7M2026-11-04
SAX Wealth Advisors, LLC
CLOSED015,603-15,603-100%$1.2M$0-$1.2M2026-10-13
CPR Investments Inc.
CLOSED014,365-14,365-100%$1.1M$0-$1.1M2026-10-26
Jefferies Financial Group Inc.
CLOSED08,308-8,308-100%$625.2K$0-$625.2K2026-11-05
Ramiah Investment Group
CLOSED06,189-6,189-100%$465.7K$0-$465.7K2026-10-20
Caliber Wealth Management, LLC / KS
CLOSED05,016-5,016-100%$377.4K$0-$377.4K2026-11-04
Blue Water Asset Management
CLOSED04,983-4,983-100%$375.0K$0-$375.0K2026-11-04
Lido Advisors, LLC
CLOSED04,351-4,351-100%$327.5K$0-$327.5K2026-11-04
Idaho Trust Co
CLOSED04,138-4,138-100%$311.4K$0-$311.4K2026-11-04
RCS Financial Planning, LLC
CLOSED03,244-3,244-100%$244.1K$0-$244.1K2026-10-14
Compound Planning, Inc.
CLOSED03,231-3,231-100%$243.1K$0-$243.1K2026-11-05
Johnson Financial Group, LLC
CLOSED03,008-3,008-100%$226.4K$0-$226.4K2026-11-03
International Assets Investment Management, LLC
CLOSED02,628-2,628-100%$196.2K$0-$196.2K2026-11-02
Tsfg, LLC
CLOSED01,510-1,510-100%$114.0K$0-$114.0K2026-10-23
WestEnd Advisors, LLC
CLOSED0437-437-100%$32.9K$0-$32.9K2026-10-27
US Bancorp \de\
CLOSED0119-119-100%$9.0K$0-$9.0K2026-11-05
Evolution Wealth Management Inc.
CLOSED0119-119-100%$9.0K$0-$9.0K2026-10-28
AdvisorNet Financial, Inc
CLOSED025-25-100%$1.9K$0-$1.9K2026-10-15
SYM Financial Corp
CLOSED024-24-100%$1.8K$0-$1.8K2026-10-26
Morgan Stanley
N/A—19,710,947-19,710,947-100%$1.5B———
State of Tennessee, Department of Treasury
N/A—3,332,943-3,332,943-100%$250.8M———
Meiji Yasuda Life Insurance Co
N/A—2,833,000-2,833,000-100%$213.2M———
UBS Group AG
N/A—2,541,754-2,541,754-100%$191.3M———
Allianz SE
N/A—2,416,012-2,416,012-100%$181.8M———
Bank of America Corp
N/A—2,414,196-2,414,196-100%$181.7M———
Northwestern Mutual Investment Management Company, LLC
N/A—1,980,590-1,980,590-100%$149.0M———
Wells Fargo & Company
N/A—1,564,873-1,564,873-100%$117.8M———
BNP Paribas Financial Markets
N/A—1,507,936-1,507,936-100%$113.5M———
JPMorgan Chase & Co
N/A—1,321,336-1,321,336-100%$100.3M———
LPL Financial LLC
N/A—1,002,390-1,002,390-100%$75.4M———
Royal Bank of Canada
N/A—904,047-904,047-100%$68.0M———
Citadel Advisors LLC
N/A—846,095-846,095-100%$63.7M———
Globe Life Inc.
N/A—704,500-704,500-100%$53.0M———
Alliancebernstein L.P.
N/A—683,525-683,525-100%$51.1M———
Sanctuary Advisors, LLC
N/A—598,717-598,717-100%$45.1M———
State Street Corp
N/A—571,871-571,871-100%$43.0M———
BlackRock, Inc.
N/A—570,850-570,850-100%$43.0M———
Gallagher Fiduciary Advisors, LLC
N/A—561,226-561,226-100%$42.2M———
Raymond James Financial Inc
N/A—534,848-534,848-100%$40.2M———
Advisory Alpha, LLC
N/A—531,412-531,412-100%$40.0M———
Envestnet Asset Management Inc
N/A—529,936-529,936-100%$39.9M———
Ameriprise Financial Inc
N/A—495,059-495,059-100%$37.3M———
Benjamin Edwards Inc
N/A—482,700-482,700-100%$36.3M———
Castleark Management LLC
N/A—448,330-448,330-100%$33.7M———
Alerus Financial NA
N/A—403,549-403,549-100%$30.4M———
HighTower Advisors, LLC
N/A—392,706-392,706-100%$29.6M———
1832 Asset Management L.P.
N/A—384,091-384,091-100%$28.9M———
MML Investors Services, LLC
N/A—375,307-375,307-100%$28.2M———
Fiducient Advisors LLC
N/A—371,100-371,100-100%$27.9M———
Quadrature Capital Ltd
N/A—342,627-342,627-100%$25.8M———
Bramshill Investments, LLC
N/A—303,536-303,536-100%$22.8M———
Swan Capital LLC
N/A—293,502-293,502-100%$22.1M———
UBS Asset Management Americas LLC
N/A—267,014-267,014-100%$20.1M———
Capital Advisors Inc
N/A—265,037-265,037-100%$19.9M———
DOW Chemical Co
N/A—264,221-264,221-100%$19.9M———
Berkeley Capital Partners, LLC
N/A—238,015-238,015-100%$17.9M———
Cetera Investment Advisers
N/A—226,154-226,154-100%$17.0M———
Osaic Holdings, Inc.
N/A—222,799-222,799-100%$16.8M———
Jane Street Group, LLC
N/A—222,049-222,049-100%$16.7M———
Nicolet Bankshares Inc
N/A—202,549-202,549-100%$15.2M———
Susquehanna International Group, LLP
N/A—201,234-201,234-100%$15.1M———
NewEdge Wealth, LLC
N/A—191,908-191,908-100%$14.4M———
United Services Automobile Association
N/A—180,653-180,653-100%$13.6M———
Tidal Investments LLC
N/A—180,426-180,426-100%$13.5M———
Guggenheim Capital LLC
N/A—179,275-179,275-100%$13.5M———
PNC Financial Services Group, Inc.
N/A—160,489-160,489-100%$12.1M———
SEI Investments Co
N/A—158,190-158,190-100%$11.9M———
Seven Springs Wealth Group, LLC
N/A—152,727-152,727-100%$11.5M———
Prospect Financial Services LLC
N/A—150,149-150,149-100%$11.3M———
Ontario Teachers Pension Plan Board
N/A—145,740-145,740-100%$11.0M———
Janney Montgomery Scott LLC
N/A—133,018-133,018-100%$10.0M———
Goldman Sachs Group Inc
N/A—132,965-132,965-100%$10.0M———
Jones Financial Companies Lllp
N/A—114,466-114,466-100%$8.7M———
One Wealth Map LLC
N/A—110,719-110,719-100%$8.0M———
NewEdge Advisors, LLC
N/A—107,892-107,892-100%$8.1M———
RiverFront Investment Group, LLC
N/A—95,304-95,304-100%$7.2M———
&partners
N/A—91,828-91,828-100%$6.9M———
Moneta Group Investment Advisors LLC
N/A—90,813-90,813-100%$6.8M———
Sumitomo Mitsui Financial Group, Inc.
N/A—84,549-84,549-100%$6.4M———
Renaissance Technologies LLC
N/A—80,292-80,292-100%$6.0M———
NewSquare Capital LLC
N/A—68,692-68,692-100%$5.2M———
Focus Partners Wealth
N/A—68,569-68,569-100%$5.2M———
Purpose Unlimited Inc.
N/A—64,730-64,730-100%$4.9M———
Invesco Ltd.
N/A—61,689-61,689-100%$4.6M———
Checchi Capital Advisers, LLC
N/A—59,086-59,086-100%$4.4M———
Prudential Financial Inc
N/A—59,040-59,040-100%$4.4M———
Stifel Financial Corp
N/A—55,179-55,179-100%$4.2M———
Commerce Bank
N/A—50,140-50,140-100%$3.8M———
Arax Advisory Partners
N/A—49,666-49,666-100%$3.7M———
Anchor Bay Capital, Inc.
N/A—48,650-48,650-100%$3.5M———
Fortis Group Advisors, LLC
N/A—43,671-43,671-100%$3.3M———
Snowden Capital Advisors LLC
N/A—39,774-39,774-100%$3.0M———
Alesco Advisors, LLC, An ESL Co
N/A—37,360-37,360-100%$2.8M———
IFG Advisory, LLC
N/A—34,501-34,501-100%$2.6M———
Palogic Value Management, L.P.
N/A—33,851-33,851-100%$2.6M———
Northwestern Mutual Wealth Management Co
N/A—32,735-32,735-100%$2.5M———
Geneos Wealth Management Inc.
N/A—32,434-32,434-100%$2.4M———
Cerity Partners LLC
N/A—31,818-31,818-100%$2.4M———
Summit Financial, LLC
N/A—31,405-31,405-100%$2.4M———
Manning & Napier Advisors LLC
N/A—30,993-30,993-100%$2.4M———
Liberty One Investment Management, LLC
N/A—28,336-28,336-100%$2.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—28,000-28,000-100%$2.1M———
Wealthfront Advisers LLC
N/A—27,663-27,663-100%$2.1M———
Ranch Capital Advisors Inc.
N/A—27,363-27,363-100%$2.1M———
Dearborn Partners LLC
N/A—26,823-26,823-100%$2.0M———
Captrust Financial Advisors
N/A—26,531-26,531-100%$2.0M———
Edgestream Partners, L.P.
N/A—24,663-24,663-100%$1.9M———
World Investment Advisors
N/A—24,540-24,540-100%$1.8M———
Level Four Advisory Services, LLC
N/A—23,270-23,270-100%$1.8M———
WJ Financial Advisors LLC
N/A—21,509-21,509-100%$1.6M———
Banque Transatlantique SA
N/A—20,828-20,828-100%$1.6M———
Daiichi Life Insurance Co., Ltd.
N/A—20,184-20,184-100%$1.5M———
Mercer Global Advisors Inc
N/A—19,833-19,833-100%$1.5M———
Denali Advisors LLC
N/A—18,123-18,123-100%$1.4M———
Meadowbrook Advisors Group, LLC
N/A—18,044-18,044-100%$1.4M———
Global Retirement Partners, LLC
N/A—17,789-17,789-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—14,452-14,452-100%$1.1M———
Quantum Portfolio Management LLC
N/A—14,074-14,074-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—12,846-12,846-100%$685.4K———
Jupiter Topco LLC
N/A—10,357-10,357-100%$779.4K———
NorthRock Partners, LLC
N/A—9,894-9,894-100%$744.6K———
Pinnacle Financial Partners, Inc.
N/A—9,479-9,479-100%$713.4K———
Insigneo Advisory Services, LLC
N/A—9,141-9,141-100%$687.9K———
Belpointe Asset Management LLC
N/A—8,812-8,812-100%$663.1K———
Private Advisor Group, LLC
N/A—8,236-8,236-100%$619.8K———
Merit Financial Group, LLC
N/A—8,208-8,208-100%$617.7K———
XTX Topco Ltd
N/A—7,804-7,804-100%$587.3K———
Mutual Advisors, LLC
N/A—7,686-7,686-100%$578.4K———
Tandem Financial, LLC
N/A—7,400-7,400-100%$556.9K———
United Capital Financial Advisors, LLC
N/A—7,385-7,385-100%$555.4K———
Pinney & Scofield, Inc.
N/A—6,996-6,996-100%$526.4K———
GWN Securities Inc.
N/A—6,867-6,867-100%$516.7K———
Mariner, LLC
N/A—6,580-6,580-100%$495.1K———
Sterneck Capital Management, LLC
N/A—5,875-5,875-100%$442.1K———
BFC Planning, Inc.
N/A—5,809-5,809-100%$437.1K———
Integrated Wealth Concepts LLC
N/A—5,720-5,720-100%$430.5K———
Madden Advisory Services, Inc.
N/A—5,223-5,223-100%$393.0K———
Lcnb Corp
N/A—5,196-5,196-100%$391.0K———
Sound View Wealth Advisors Group, LLC
N/A—5,195-5,195-100%$390.9K———
O'shaughnessy Asset Management, LLC
N/A—5,099-5,099-100%$383.7K———
Beacon Pointe Advisors, LLC
N/A—4,970-4,970-100%$374.0K———
Crews Bank & Trust
N/A—4,700-4,700-100%$353.7K———
AQR Capital Management LLC
N/A—4,536-4,536-100%$341.3K———
GTS Securities LLC
N/A—4,504-4,504-100%$338.9K———
Seeds Investor LLC
N/A—4,445-4,445-100%$334.5K———
Jacobs Equity LLC
N/A—4,443-4,443-100%$334.3K———
GeoWealth Management, LLC
N/A—4,316-4,316-100%$324.8K———
Bank of Hawaii
N/A—4,257-4,257-100%$320.3K———
Steward Partners Investment Advisory, LLC
N/A—4,256-4,256-100%$320.3K———
Institute for Wealth Management, Llc.
N/A—4,171-4,171-100%$313.9K———
Sandhill Capital Partners LLC
N/A—4,130-4,130-100%$310.8K———
Bessemer Group Inc
N/A—3,853-3,853-100%$290.0K———
Prime Buchholz LLC
N/A—3,800-3,800-100%$286.0K———
PlanVest Financial, Inc
N/A—3,739-3,739-100%$281.3K———
Boyd Watterson Asset Management LLC
N/A—3,699-3,699-100%$278.4K———
Tradition Wealth Management, LLC
N/A—3,659-3,659-100%$275.4K———
Wealth Management Associates, Inc.
N/A—3,650-3,650-100%$274.7K———
Dougherty & Associates, LLC
N/A—3,622-3,622-100%$272.6K———
Great Valley Advisor Group, Inc.
N/A—3,553-3,553-100%$267.4K———
Fisher Asset Management, LLC
N/A—3,481-3,481-100%$261.9K———
Flow Traders U.S. LLC
N/A—3,440-3,440-100%$259.0K———
MAI Capital Management
N/A—3,390-3,390-100%$255.1K———
Kingsview Wealth Management, LLC
N/A—3,385-3,385-100%$254.7K———
Everstar Asset Management, LLC
N/A—3,357-3,357-100%$252.6K———
Equitable Holdings, Inc.
N/A—3,113-3,113-100%$234.3K———
Summit Wealth Group, LLC
N/A—3,068-3,068-100%$230.9K———
UMB Bank, n.a.
N/A—3,068-3,068-100%$230.9K———
Principal Securities, Inc.
N/A—2,998-2,998-100%$225.6K———
Bank of Montreal
N/A—2,979-2,979-100%$224.2K———
Franklin Resources Inc
N/A—2,971-2,971-100%$223.6K———
Ameritas Advisory Services, LLC
N/A—2,663-2,663-100%$200.4K———
Hills Bank & Trust Co
N/A—1,736-1,736-100%$130.6K———
SHP Wealth Management
N/A—1,573-1,573-100%$118.4K———
Banque Cantonale Vaudoise
N/A—1,341-1,341-100%$101.0K———
Qube Research & Technologies Ltd
N/A—1,096-1,096-100%$82.5K———
Ameritas Investment Partners, Inc.
N/A—950-950-100%$71.5K———
SSA Swiss Advisors AG
N/A—818-818-100%$61.6K———
FMR LLC
N/A—674-674-100%$50.7K———
Keating Financial Advisory Services, Inc.
N/A—631-631-100%$47.5K———
AE Wealth Management LLC
N/A—562-562-100%$42.3K———
Medallion Wealth Advisors, LLC
N/A—442-442-100%$33.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—440-440-100%$33.1K———
National Bank of Canada
N/A—338-338-100%$25.4K———
Atomic Invest LLC
N/A—333-333-100%$25.2K———
Clearstead Advisors, LLC
N/A—298-298-100%$22.4K———
Ancora Advisors LLCA
N/A—210-210-100%$15.8K———
Aptus Capital Advisors, LLC
N/A—204-204-100%$15.4K———
Vanguard Advisers Inc
N/A—176-176-100%$13.3K———
WealthShield Partners, LLC
N/A—175-175-100%$13.2K———
Bogart Wealth, LLC
N/A—89-89-100%$6.7K———
Ankerstar Wealth, LLC
N/A—77-77-100%$5.8K———
Harbour Investments, Inc.
N/A—70-70-100%$5.3K———
Founders Financial Alliance, LLC
N/A—34-34-100%$2.6K———
Dogwood Wealth Management LLC
N/A—23-23-100%$1.7K———
Blair William & Co
N/A—12-12-100%$903———
Barclays PLC
N/A—11-11-100%$827———
Godfrey Financial Associates, Inc.
N/A—10-10-100%$753———
Hantz Financial Services, Inc.
N/A—8-8-100%$1———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$298———
Topsail Wealth Management, LLC
N/A—2-2-100%$155———
BNP Paribas
N/A—1-1-100%$75———
Huntington National Bank
N/A—1-1-100%$75———
Showing 385 of 385 institutions