IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vodafone Group PLC (VOD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ACR Alpine Capital Research, LLC
INCREASED
Shares24,060,313 from 24,019,101
Change+41,212 (+0%)
Value$388.6M (+$70.9M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares5,219,216 from 5,176,809
Change+42,407 (+1%)
Value$84.3M (+$15.8M)
Filed 2026-10-27
Euro Pacific Asset Management, LLC
INCREASED
Shares5,016,477 from 15,545
Change+5,000,932 (+32171%)
Value$8.4M (+$8.2M)
Filed 2026-11-03
ABC Arbitrage SA
INCREASED
Shares2,495,977 from 2,426,727
Change+69,250 (+3%)
Value$40.3M (+$8.2M)
Filed 2026-10-23
Bank of Montreal
DECREASED
Shares1,806,195 from 1,882,117
Change-75,922 (-4%)
Value$29.2M (+$4.3M)
Filed 2026-11-09
Atria Investments, Inc
DECREASED
Shares839,573 from 846,397
Change-6,824 (-1%)
Value$13.6M (+$2.4M)
Filed 2026-10-15
Ritholtz Wealth Management
INCREASED
Shares771,431 from 742,058
Change+29,373 (+4%)
Value$12.5M (+$2.6M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares730,343 from 511,489
Change+218,854 (+43%)
Value$11.8M (+$5.0M)
Filed 2026-11-02
Capricorn Fund Managers Ltd
INCREASED
Shares700,000 from 299,000
Change+401,000 (+134%)
Value$11.3M (+$7.4M)
Filed 2026-11-03
Keating Investment Counselors Inc
DECREASED
Shares680,301 from 682,576
Change-2,275 (0%)
Value$11.0M (+$2.0M)
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares607,261 from 1,670,059
Change-1,062,798 (-64%)
Value$9.8M (-$12.3M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares548,398 from 545,162
Change+3,236 (+1%)
Value$8.9M (+$1.6M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares482,954 from 453,269
Change+29,685 (+7%)
Value$7.8M (+$1.8M)
Filed 2026-11-05
Inlight Wealth Management, LLC
DECREASED
Shares443,351 from 446,161
Change-2,810 (-1%)
Value$7.2M (+$1.3M)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares412,072 from 469,207
Change-57,135 (-12%)
Value$6.7M (+$449.7K)
Filed 2026-10-13
Gradient Investments LLC
DECREASED
Shares370,446 from 375,192
Change-4,746 (-1%)
Value$6.0M (+$1.0M)
Filed 2026-10-08
Todd Asset Management LLC
DECREASED
Shares342,144 from 345,034
Change-2,890 (-1%)
Value$5.5M (+$962.6K)
Filed 2026-10-27
CWA Asset Management Group, LLC
DECREASED
Shares318,650 from 412,353
Change-93,703 (-23%)
Value$5.1M (-$307.2K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares275,688 from 84,917
Change+190,771 (+225%)
Value$4.5M (+$3.3M)
Filed 2026-11-04
HF Advisory Group, LLC
INCREASED
Shares233,425 from 220,130
Change+13,295 (+6%)
Value$3.8M (+$858.6K)
Filed 2026-10-09
Geode Capital Management, LLC
DECREASED
Shares233,173 from 282,245
Change-49,072 (-17%)
Value$3.8M (+$33.1K)
Filed 2026-11-06
Old Port Advisors
INCREASED
Shares226,621 from 225,374
Change+1,247 (+1%)
Value$3.7M (+$679.4K)
Filed 2026-10-23
Imc-Chicago, LLC
INCREASED
Shares213,842 from 16,683
Change+197,159 (+1182%)
Value$3.5M (+$3.2M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares210,687 from 243,871
Change-33,184 (-14%)
Value$3.4M (+$177.4K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares189,724 from 788,577
Change-598,853 (-76%)
Value$3.1M (-$7.4M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares182,102 from 530,378
Change-348,276 (-66%)
Value$2.9K (-$7.0M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares181,671 from 132,137
Change+49,534 (+37%)
Value$2.9M (+$1.2M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares179,223 from 296,982
Change-117,759 (-40%)
Value$2.9M (-$1.0M)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares172,099 from 190,030
Change-17,931 (-9%)
Value$2.8M (+$268.1K)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares166,370 from 155,978
Change+10,392 (+7%)
Value$2.7M (+$624.1K)
Filed 2026-11-03
Clean Yield Group
DECREASED
Shares163,871 from 171,770
Change-7,899 (-5%)
Value$2.6M (+$374.9K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares151,014 from 189,736
Change-38,722 (-20%)
Value$2.4M (-$70.4K)
Filed 2026-10-26
BCV Asset Management Inc.
INCREASED
Shares150,251 from 148,295
Change+1,956 (+1%)
Value$2.4M (+$402.1K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares141,977 from 86,123
Change+55,854 (+65%)
Value$2.3M (+$1.2M)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares140,648 from 392,145
Change-251,497 (-64%)
Value$2.3M (-$2.9M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares127,212 from 114,711
Change+12,501 (+11%)
Value$2.1M (+$407.9K)
Filed 2026-10-13
Parrish Capital LLC
DECREASED
Shares115,219 from 116,601
Change-1,382 (-1%)
Value$1.9M (+$318.7K)
Filed 2026-10-01
Vest Financial, LLC
NEW
Shares112,297
Change+112,297
Value$1.8M
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares110,085 from 91,494
Change+18,591 (+20%)
Value$1.8M (+$567.9K)
Filed 2026-11-06
Hantz Financial Services, Inc.
INCREASED
Shares109,329 from 88,436
Change+20,893 (+24%)
Value$1.8K (-$1.2M)
Filed 2026-11-09
Accurate Wealth Management, LLC
INCREASED
Shares95,141 from 94,923
Change+218 (+0%)
Value$1.5M (+$82.7K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares82,695 from 74,661
Change+8,034 (+11%)
Value$1.3M (+$348.2K)
Filed 2026-10-23
Michels Family Financial, LLC
INCREASED
Shares81,518 from 81,064
Change+454 (+1%)
Value$1.3M (+$244.4K)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares79,067
Change+79,067
Value$1.3M
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares78,678 from 39,394
Change+39,284 (+100%)
Value$1.3M (+$749.7K)
Filed 2026-11-09
Wespac Advisors, LLC
DECREASED
Shares77,598 from 82,677
Change-5,079 (-6%)
Value$1.3M (+$159.8K)
Filed 2026-10-26
Moors & Cabot, Inc.
DECREASED
Shares77,375 from 81,009
Change-3,634 (-4%)
Value$1.2M (+$178.3K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares73,998 from 78,725
Change-4,727 (-6%)
Value$1.2M (+$153.9K)
Filed 2026-10-30
Shrier Wealth Management, LLC
DECREASED
Shares73,201 from 73,652
Change-451 (-1%)
Value$1.2M (+$208.1K)
Filed 2026-10-20
Amundi
INCREASED
Shares71,309 from 53,566
Change+17,743 (+33%)
Value$1.2M (+$443.2K)
Filed 2026-11-06
Manske Wealth Management
DECREASED
Shares70,904 from 71,062
Change-158 (0%)
Value$1.1M (+$205.3K)
Filed 2026-10-26
Triasima Portfolio Management inc.
UNCHANGED
Shares59,025 from 59,025
Change0 (0%)
Value$953.3K (+$172.6K)
Filed 2026-10-15
Kathmere Capital Management, LLC
INCREASED
Shares58,678 from 41,745
Change+16,933 (+41%)
Value$947.7K (+$395.6K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares55,303 from 54,926
Change+377 (+1%)
Value$893.1K (+$166.7K)
Filed 2026-11-05
Todd Wealth Management, LLC
DECREASED
Shares54,041 from 54,176
Change-135 (0%)
Value$872.8K (+$156.3K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
DECREASED
Shares52,697 from 59,685
Change-6,988 (-12%)
Value$851.1K (+$61.7K)
Filed 2026-11-06
Baron Wealth Management LLC
INCREASED
Shares52,652 from 50,591
Change+2,061 (+4%)
Value$850.3K (+$181.3K)
Filed 2026-10-27
Transmarket Holdings LP
DECREASED
Shares50,144 from 129,593
Change-79,449 (-61%)
Value$809.8K (-$904.0K)
Filed 2026-10-27
Evergreen Capital Management LLC
DECREASED
Shares48,233 from 50,350
Change-2,117 (-4%)
Value$779.0K (+$99.5K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares47,279 from 46,414
Change+865 (+2%)
Value$763.6K (+$107.2K)
Filed 2026-11-06
LVW Advisors, LLC
INCREASED
Shares47,238 from 30,432
Change+16,806 (+55%)
Value$762.9K (+$360.4K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares46,931 from 71,027
Change-24,096 (-34%)
Value$758 (-$938.2K)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares46,345 from 31,359
Change+14,986 (+48%)
Value$748.5K (+$333.8K)
Filed 2026-10-27
Legacy Capital Group California, Inc.
DECREASED
Shares46,281 from 56,363
Change-10,082 (-18%)
Value$747.4K (+$2.0K)
Filed 2026-11-09
Keybank National Association
INCREASED
Shares43,637 from 40,782
Change+2,855 (+7%)
Value$704.7K (+$165.4K)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares42,154 from 37,301
Change+4,853 (+13%)
Value$681 (-$492.3K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares41,074 from 41,794
Change-720 (-2%)
Value$663.3K (+$110.6K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares40,867 from 37,567
Change+3,300 (+9%)
Value$660.0K (+$163.2K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares40,318 from 39,391
Change+927 (+2%)
Value$651.1K (+$130.2K)
Filed 2026-10-22
Aprio Wealth Management, LLC
DECREASED
Shares39,261 from 40,416
Change-1,155 (-3%)
Value$634.1K (+$99.6K)
Filed 2026-10-28
Profund Advisors LLC
INCREASED
Shares38,797 from 34,622
Change+4,175 (+12%)
Value$626.6K (+$168.7K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares37,295 from 34,157
Change+3,138 (+9%)
Value$602.3K (+$150.6K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares35,416 from 35,416
Change0 (0%)
Value$572.0K (+$103.6K)
Filed 2026-10-15
UMB Bank, n.a.
UNCHANGED
Shares31,933 from 31,933
Change0 (0%)
Value$31.2K (+$5.7K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
INCREASED
Shares31,127 from 30,361
Change+766 (+3%)
Value$502.7K (+$101.2K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares30,986 from 36,341
Change-5,355 (-15%)
Value$500.4K (+$19.8K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares30,357 from 30,341
Change+16 (+0%)
Value$490.3K (+$89.0K)
Filed 2026-10-02
First Affirmative Financial Network
NEW
Shares29,646
Change+29,646
Value$478.8K
Filed 2026-10-21
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares29,263 from 29,263
Change0 (0%)
Value$472.6K (+$85.6K)
Filed 2026-11-06
Lazari Capital Management, Inc.
DECREASED
Shares28,366 from 30,693
Change-2,327 (-8%)
Value$458.1K (+$52.2K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares27,822 from 25,600
Change+2,222 (+9%)
Value$465.0K (+$129.8K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares27,084 from 26,425
Change+659 (+2%)
Value$437.4K (+$87.9K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares26,128 from 23,465
Change+2,663 (+11%)
Value$345.5K (+$35.2K)
Filed 2026-11-06
Focused Alpha, LLC
INCREASED
Shares26,031 from 25,498
Change+533 (+2%)
Value$420.4K (+$83.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares24,993 from 42,819
Change-17,826 (-42%)
Value$403.6K (-$163.3K)
Filed 2026-10-08
Investors Research Corp
DECREASED
Shares24,326 from 24,676
Change-350 (-1%)
Value$392.9K (+$66.5K)
Filed 2026-10-07
Gallacher Capital Management LLC
DECREASED
Shares24,140 from 29,813
Change-5,673 (-19%)
Value$389.9K (-$4.4K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares24,080 from 24,634
Change-554 (-2%)
Value$388.9K (+$63.1K)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares23,647 from 23,948
Change-301 (-1%)
Value$381.9K (+$65.2K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares22,825 from 22,637
Change+188 (+1%)
Value$368.6K (+$58.7K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED
Shares22,636 from 25,939
Change-3,303 (-13%)
Value$365.6K (+$22.5K)
Filed 2026-11-05
Contravisory Investment Management, Inc.
DECREASED
Shares22,430 from 23,963
Change-1,533 (-6%)
Value$362.2K (+$45.3K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares22,379 from 22,490
Change-111 (0%)
Value$348.1K (+$50.7K)
Filed 2026-10-20
Bailard, Inc.
DECREASED
Shares21,868 from 21,869
Change-1 (0%)
Value$353.2K (+$64.0K)
Filed 2026-10-13
Provident Living Financial Services, Inc.
DECREASED
Shares21,419 from 23,162
Change-1,743 (-8%)
Value$340.1K (+$33.8K)
Filed 2026-11-03
Peoples Financial Services Corp.
DECREASED
Shares21,195 from 21,559
Change-364 (-2%)
Value$342.1K (+$57.1K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares21,184 from 34,116
Change-12,932 (-38%)
Value$342.1K (-$109.1K)
Filed 2026-11-03
Blankinship & Foster, LLC
UNCHANGED
Shares20,912 from 20,912
Change0 (0%)
Value$337.7K (+$61.2K)
Filed 2026-10-19
Fourpath Capital Management, LLC
INCREASED
Shares20,532 from 20,530
Change+2 (+0%)
Value$331.6K (+$60.1K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
INCREASED
Shares20,181 from 18,746
Change+1,435 (+8%)
Value$325.9K (+$78.0K)
Filed 2026-10-08
Squarepoint Ops LLC
INCREASED
Shares18,425 from 10,444
Change+7,981 (+76%)
Value$297.6K (+$159.4K)
Filed 2026-11-09
Trek Financial, LLC
NEW
Shares18,296
Change+18,296
Value$295.5K
Filed 2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED
Shares18,100 from 56,100
Change-38,000 (-68%)
Value$292.3K (-$449.6K)
Filed 2026-11-02
Gateway Investment Advisers LLC
DECREASED
Shares17,881 from 37,143
Change-19,262 (-52%)
Value$288.8K (-$202.4K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares17,341 from 15,642
Change+1,699 (+11%)
Value$280.1K (+$73.2K)
Filed 2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED
Shares17,027 from 16,440
Change+587 (+4%)
Value$275.0K (+$57.6K)
Filed 2026-11-02
Baker Ellis Asset Management LLC
DECREASED
Shares17,000 from 18,000
Change-1,000 (-6%)
Value$274.6K (+$36.5K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
INCREASED
Shares15,684 from 13,052
Change+2,632 (+20%)
Value$253.3K (+$80.7K)
Filed 2026-10-21
MQS Management LLC
NEW
Shares15,631
Change+15,631
Value$252.4K
Filed 2026-11-06
NIA Impact Advisors, LLC
DECREASED
Shares15,272 from 15,932
Change-660 (-4%)
Value$246.6K (+$35.9K)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares15,007 from 14,951
Change+56 (+0%)
Value$233.7K (-$11.4K)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
INCREASED
Shares14,566 from 14,520
Change+46 (+0%)
Value$235.2K (+$43.2K)
Filed 2026-10-29
TT Capital Management LLC
DECREASED
Shares14,462 from 15,642
Change-1,180 (-8%)
Value$233.6K (+$26.7K)
Filed 2026-10-15
SFI Advisors, LLC
UNCHANGED
Shares14,378 from 14,378
Change0 (0%)
Value$232.2K (+$42.1K)
Filed 2026-10-30
M Holdings Securities, Inc.
DECREASED
Shares14,118 from 16,241
Change-2,123 (-13%)
Value$221 (-$1)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares13,850 from 11,750
Change+2,100 (+18%)
Value$223.7K (+$68.3K)
Filed 2026-11-04
Eagle Harbor Asset Management Inc
INCREASED
Shares13,652 from 13,639
Change+13 (+0%)
Value$220.5K (+$40.1K)
Filed 2026-10-21
AlphaCore Capital LLC
NEW
Shares13,411
Change+13,411
Value$216.6K
Filed 2026-11-04
Cypress Capital Group
UNCHANGED
Shares13,262 from 13,262
Change0 (0%)
Value$214.2K (+$38.8K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares13,253 from 13,240
Change+13 (+0%)
Value$214.0K (+$38.9K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,183 from 12,648
Change+535 (+4%)
Value$212.9K (+$45.6K)
Filed 2026-10-21
Ascent Group, LLC
INCREASED
Shares12,859 from 11,639
Change+1,220 (+10%)
Value$207.7K (+$53.7K)
Filed 2026-10-30
Seven Mile Advisory
DECREASED
Shares12,798 from 13,567
Change-769 (-6%)
Value$206.7K (+$23.5K)
Filed 2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares12,555 from 28,009
Change-15,454 (-55%)
Value$202.8K (-$167.7K)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares12,382 from 11,626
Change+756 (+7%)
Value$200.0K (+$46.2K)
Filed 2026-10-23
Davenport & Co LLC
NEW
Shares12,246
Change+12,246
Value$197.8K
Filed 2026-10-14
Brucke Financial, Inc.
INCREASED
Shares12,123 from 10,581
Change+1,542 (+15%)
Value$195.8K (+$55.9K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares11,988 from 11,313
Change+675 (+6%)
Value$193.6K (+$44.0K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares11,480 from 52,829
Change-41,349 (-78%)
Value$185.4K (-$513.3K)
Filed 2026-10-16
D'Orazio & Associates, Inc.
INCREASED
Shares11,392 from 10,006
Change+1,386 (+14%)
Value$184.0K (+$51.7K)
Filed 2026-11-04
Coldstream Capital Management Inc
INCREASED
Shares10,867 from 10,285
Change+582 (+6%)
Value$175.5K (+$39.5K)
Filed 2026-11-09
SYM Financial Corp
INCREASED
Shares10,747 from 10,292
Change+455 (+4%)
Value$173.6K (+$37.5K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares10,546 from 14,478
Change-3,932 (-27%)
Value$170.3K (-$21.2K)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares10,383 from 8,111
Change+2,272 (+28%)
Value$167.7K (+$60.4K)
Filed 2026-11-03
Carrera Capital Advisors
INCREASED
Shares10,208 from 10,047
Change+161 (+2%)
Value$164.9K (+$29.3K)
Filed 2026-11-03
Independent Wealth Network Inc.
NEW
Shares10,176
Change+10,176
Value$164.3K
Filed 2026-10-19
Pinnacle Associates LTD
NEW
Shares10,041
Change+10,041
Value$162.2K
Filed 2026-10-20
Narus Financial Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$161.5K (+$29.3K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares9,988 from 10,582
Change-594 (-6%)
Value$161.3K (+$21.4K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares8,885 from 6,269
Change+2,616 (+42%)
Value$143.5K (+$60.6K)
Filed 2026-10-21
Parkside Financial Bank & Trust
UNCHANGED
Shares8,518 from 8,518
Change0 (0%)
Value$137.6K (+$24.9K)
Filed 2026-10-27
Cromwell Holdings LLC
UNCHANGED
Shares8,193 from 8,193
Change0 (0%)
Value$132.3K (+$21.7K)
Filed 2026-10-28
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$129.2K (+$23.4K)
Filed 2026-10-20
Bayforest Capital Ltd
INCREASED
Shares7,877 from 1,460
Change+6,417 (+440%)
Value$127.2K (+$107.9K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares6,611 from 20,501
Change-13,890 (-68%)
Value$106.8K (-$164.4K)
Filed 2026-10-08
Danske Bank A/S
NEW
Shares6,020
Change+6,020
Value$97.2K
Filed 2026-11-09
Manchester Capital Management LLC
UNCHANGED
Shares5,599 from 5,599
Change0 (0%)
Value$90.4K (+$16.4K)
Filed 2026-10-22
Mcdonald Partners LLC
DECREASED
Shares5,471 from 6,971
Change-1,500 (-22%)
Value$88.4K (-$3.8K)
Filed 2026-11-03
Pacific Center for Financial Services
DECREASED
Shares5,433 from 7,441
Change-2,008 (-27%)
Value$87.7K (-$10.7K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,146 from 5,146
Change0 (0%)
Value$83.1K (+$15.1K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares4,683 from 4,959
Change-276 (-6%)
Value$75.6K (+$10.0K)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares4,386
Change+4,386
Value$70.8K
Filed 2026-11-06
Mather Group, Llc.
INCREASED
Shares4,072 from 120
Change+3,952 (+3293%)
Value$65.8K (+$64.2K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares3,495 from 3,395
Change+100 (+3%)
Value$57.2K (+$13.0K)
Filed 2026-10-16
IFG Advisory, LLC
DECREASED
Shares3,260 from 3,620
Change-360 (-10%)
Value$52.6K (+$4.8K)
Filed 2026-11-09
American Capital Advisory, LLC
UNCHANGED
Shares2,903 from 2,903
Change0 (0%)
Value$46.9K (+$8.5K)
Filed 2026-10-28
Geneos Wealth Management Inc.
INCREASED
Shares2,537 from 459
Change+2,078 (+453%)
Value$41.0K (+$34.9K)
Filed 2026-11-09
Central Trust Co
DECREASED
Shares2,255 from 3,304
Change-1,049 (-32%)
Value$36.4K (-$7.3K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,239 from 2,137
Change+102 (+5%)
Value$36.2K (+$7.9K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares2,214 from 2,137
Change+77 (+4%)
Value$35.8K (+$7.5K)
Filed 2026-10-20
Deutsche Bank Ag\
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$33.9K (+$6.1K)
Filed 2026-11-06
Bayban
UNCHANGED
Shares2,039 from 2,039
Change0 (0%)
Value$27.0K ($0)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares1,950 from 2,239
Change-289 (-13%)
Value$31.5K (+$1.9K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,909 from 1,909
Change0 (0%)
Value$31 (-$25.0K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
INCREASED
Shares1,593 from 1,591
Change+2 (+0%)
Value$25.7K (+$4.7K)
Filed 2026-10-23
Boit C F David
NEW
Shares1,574
Change+1,574
Value$25.4K
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares1,562 from 1,521
Change+41 (+3%)
Value$25.2K (+$5.1K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares1,449 from 925
Change+524 (+57%)
Value$23.4K (+$11.2K)
Filed 2026-11-05
V-Square Quantitative Management LLC
NEW
Shares1,444
Change+1,444
Value$23.3K
Filed 2026-10-15
Bessemer Group Inc
INCREASED
Shares1,416 from 1,328
Change+88 (+7%)
Value$23 (-$13.0K)
Filed 2026-11-09
North Star Investment Management Corp.
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$22.3K (+$4.0K)
Filed 2026-10-27
True Wealth Design, LLC
DECREASED
Shares1,371 from 1,395
Change-24 (-2%)
Value$22.1K (+$3.7K)
Filed 2026-10-13
Proathlete Wealth Management LLC
NEW
Shares1,253
Change+1,253
Value$20.2K
Filed 2026-10-15
Eastern Bank
INCREASED
Shares1,235 from 1,229
Change+6 (+0%)
Value$19.9K (+$3.7K)
Filed 2026-10-05
Signature Equity Partners, LLC
DECREASED
Shares1,231 from 6,921
Change-5,690 (-82%)
Value$19.9K (-$71.6K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares1,223 from 1,024
Change+199 (+19%)
Value$19.8K (+$6.2K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$19.4K (+$3.2K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,131 from 1,114
Change+17 (+2%)
Value$18.3K (+$3.5K)
Filed 2026-10-16
James T. Borello RIA
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$17.8K (+$3.2K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares1,097 from 1,098
Change-1 (0%)
Value$17.7K (+$3.4K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares1,067 from 154
Change+913 (+593%)
Value$17.2K (+$15.2K)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$16.2K (+$2.9K)
Filed 2026-10-23
Bare Financial Services, Inc
INCREASED
Shares997 from 717
Change+280 (+39%)
Value$16.1K (+$6.6K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares953 from 835
Change+118 (+14%)
Value$15.4K (+$4.3K)
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares859 from 352
Change+507 (+144%)
Value$13.9K (+$9.2K)
Filed 2026-10-23
Kings Path Partners LLC
INCREASED
Shares838 from 600
Change+238 (+40%)
Value$13.5K (+$5.6K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares824 from 1,534
Change-710 (-46%)
Value$13.3K (-$7.0K)
Filed 2026-10-15
Hager Investment Management Services, LLC
INCREASED
Shares802 from 797
Change+5 (+1%)
Value$13.0K (+$2.4K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares775 from 639
Change+136 (+21%)
Value$12.5K (+$4.1K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$12.4K (+$2.2K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares756
Change+756
Value$12.2K
Filed 2026-11-04
Elevated Capital Advisors, LLC
NEW
Shares747
Change+747
Value$12.1K
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$11.7K (+$2.1K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares725 from 605
Change+120 (+20%)
Value$11.7K (+$3.7K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
DECREASED
Shares716 from 1,104
Change-388 (-35%)
Value$11.6K (-$3.0K)
Filed 2026-10-05
Hickory Point Bank & Trust
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$11.5K (+$2.1K)
Filed 2026-10-01
PFS Partners, LLC
INCREASED
Shares682 from 673
Change+9 (+1%)
Value$11.0K (+$2.1K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares637 from 565
Change+72 (+13%)
Value$10.3K (+$2.8K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares627
Change+627
Value$10.1K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
DECREASED
Shares553 from 684
Change-131 (-19%)
Value$8.9K (-$115)
Filed 2026-11-05
Vision Financial Markets LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$8.8K (+$1.6K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$8 (+$1)
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares511
Change+511
Value$8.3K
Filed 2026-10-27
Rakuten Securities, Inc.
DECREASED
Shares502 from 600
Change-98 (-16%)
Value$8.1K (+$172)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$8.1K (+$1.5K)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$8.1K (+$1.5K)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$7.9K (+$1.4K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$7.9K (+$1.4K)
Filed 2026-10-13
Boyd Watterson Asset Management LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$7.7K (+$1.4K)
Filed 2026-11-06
Essential Partners LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$7.5K (+$1.4K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$7.3K (+$1.3K)
Filed 2026-11-02
Zions Bancorporation, National Association
INCREASED
Shares447 from 282
Change+165 (+59%)
Value$7.2K (+$3.5K)
Filed 2026-11-06
Asset Dedication, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$7.2K (+$1.3K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares441
Change+441
Value$7.1K
Filed 2026-10-21
Friedenthal Financial
NEW
Shares440
Change+440
Value$7.1K
Filed 2026-10-27
Abound Wealth Management
NEW
Shares438
Change+438
Value$7.1K
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$6.7K (+$1.2K)
Filed 2026-10-09
Bank & Trust Co
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$6.3K (+$1.2K)
Filed 2026-10-07
Tower Trust & Investment Co
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$6.3K (+$1.1K)
Filed 2026-10-28
West Financial Advisors, LLC
NEW
Shares381
Change+381
Value$6.2K
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$6.2K (+$1.1K)
Filed 2026-10-13
Citizens National Bank Trust Department
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$6.2K (+$1.1K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares377
Change+377
Value$6.1K
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$6.0K (+$1.1K)
Filed 2026-10-28
Dogwood Wealth Management LLC
INCREASED
Shares373 from 219
Change+154 (+70%)
Value$6.0K (+$3.1K)
Filed 2026-11-09
First Bancorp, Inc
INCREASED
Shares325 from 180
Change+145 (+81%)
Value$5.2K (+$2.9K)
Filed 2026-10-26
Duncker Streett & Co Inc
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$5.2K (+$948)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$5.2K (+$944)
Filed 2026-10-30
Motco
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$5.1K (+$924)
Filed 2026-11-09
Retirement Wealth Solutions LLC
INCREASED
Shares306 from 139
Change+167 (+120%)
Value$4.9K (+$3.1K)
Filed 2026-10-07
Strategic Advocates LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$4.8K (+$869)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$4.4K (+$796)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$4.4K (+$790)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
DECREASED
Shares265 from 286
Change-21 (-7%)
Value$4.3K (+$498)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$4.0K (+$732)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$4.0K (+$728)
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares247
Change+247
Value$4.0K
Filed 2026-10-26
Miller Global Investments, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$3.6K (+$649)
Filed 2026-10-02
Main Street Group, LTD
INCREASED
Shares216 from 201
Change+15 (+7%)
Value$3.5K (+$830)
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$3.3K (+$597)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$3.3K (+$591)
Filed 2026-10-15
Financial Perspectives, Inc
INCREASED
Shares197 from 194
Change+3 (+2%)
Value$3.2K (+$609)
Filed 2026-11-03
Bullock Wealth Management Group
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$3.2K (+$657)
Filed 2026-10-09
GHP Investment Advisors, Inc.
DECREASED
Shares187 from 404
Change-217 (-54%)
Value$3.0K (-$2.3K)
Filed 2026-10-15
Newton One Investments LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$3.0K (+$547)
Filed 2026-10-14
Laurel Wealth Advisors LLC
NEW
Shares186
Change+186
Value$3.0K
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares176 from 173
Change+3 (+2%)
Value$2.8K (+$552)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$2.7K (+$493)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares167
Change+167
Value$2.7K
Filed 2026-11-05
Financial Network Wealth Advisors LLC
DECREASED
Shares167 from 249
Change-82 (-33%)
Value$2.7K (-$596)
Filed 2026-10-28
Trust Co of Toledo NA
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$2.7K (+$488)
Filed 2026-10-16
Financial Management Professionals, Inc.
NEW
Shares165
Change+165
Value$2.7K
Filed 2026-10-23
First Horizon Corp
INCREASED
Shares164 from 27
Change+137 (+507%)
Value$2.6K (+$2.3K)
Filed 2026-10-26
Yankcom Partnership
NEW
Shares159
Change+159
Value$2.6K
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares156 from 155
Change+1 (+1%)
Value$2.5K (+$468)
Filed 2026-10-19
FinArc Investments, Inc.
NEW
Shares152
Change+152
Value$2.5K
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$2.4K (+$442)
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.4K (+$439)
Filed 2026-11-04
Winch Advisory Services, LLC
INCREASED
Shares142 from 139
Change+3 (+2%)
Value$2.3K (+$443)
Filed 2026-11-06
Whipplewood Advisors, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$2.1K (+$389)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED
Shares130 from 11,361
Change-11,231 (-99%)
Value$2.1K (-$148.1K)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares130 from 344
Change-214 (-62%)
Value$2.1K (-$2.4K)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$2 (+$1)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$2.0K (+$369)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$1.9K (+$351)
Filed 2026-10-16
CGC Financial Services, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$1.9K (+$345)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$1.9K (+$345)
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$1.9K (+$384)
Filed 2026-10-15
IAG Wealth Partners, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$1.8K (+$318)
Filed 2026-11-06
UMB Private Wealth Management, LLC
NEW
Shares108
Change+108
Value$1.7K
Filed 2026-10-19
Southern Michigan Bank & Trust
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$1.6K (+$298)
Filed 2026-10-19
Montgomery Financial Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.6K (+$292)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$1.5K (+$275)
Filed 2026-11-05
Quent Capital, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$1.5K (+$222)
Filed 2026-11-09
Planning Strategies Inc.
NEW
Shares80
Change+80
Value$1.3K
Filed 2026-10-02
Carolina Wealth Advisors, LLC
NEW
Shares79
Change+79
Value$1.3K
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares74 from 73
Change+1 (+1%)
Value$1.2K (+$232)
Filed 2026-10-28
Elyxium Wealth, LLC
NEW
Shares72
Change+72
Value$1.2K
Filed 2026-10-27
MV Capital Management, Inc.
INCREASED
Shares72 from 60
Change+12 (+20%)
Value$1.2K (+$369)
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$1.1K (+$190)
Filed 2026-11-04
Albion Financial Group
NEW
Shares61
Change+61
Value$993
Filed 2026-10-21
Arlington Trust Co LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$969 (+$175)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$953 (+$173)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$856 (+$155)
Filed 2026-11-02
Compass Wealth Management LLC
NEW
Shares47
Change+47
Value$760
Filed 2026-10-22
Asset Planning,Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$759 (+$137)
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$759 (+$137)
Filed 2026-10-16
Princeton Global Asset Management LLC
DECREASED
Shares46 from 91
Change-45 (-49%)
Value$751 (-$459)
Filed 2026-10-21
Breakwater Investment Management
NEW
Shares43
Change+43
Value$695
Filed 2026-10-20
Birch Financial Group, LLC
NEW
Shares42
Change+42
Value$678
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$679 (+$123)
Filed 2026-10-29
Burk Holdings LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$678 (+$123)
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$663 (+$120)
Filed 2026-10-29
Wilkerson Advisory Group LLC
NEW
Shares35
Change+35
Value$565
Filed 2026-10-20
Monetary Solutions, Ltd
INCREASED
Shares26 from 17
Change+9 (+53%)
Value$420 (+$195)
Filed 2026-10-22
Aspect Partners, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$371 (+$67)
Filed 2026-10-20
Nemes Rush Group LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$291 (+$53)
Filed 2026-11-04
Clearstead Advisors, LLC
NEW
Shares16
Change+16
Value$261
Filed 2026-11-06
Highline Wealth Partners LLC
NEW
Shares16
Change+16
Value$258
Filed 2026-10-19
Center for Financial Planning, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$226 (+$40)
Filed 2026-10-26
Godsey & Gibb, Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$178 (+$32)
Filed 2026-10-14
Gilpin Wealth Management, LLC
NEW
Shares9
Change+9
Value$146
Filed 2026-10-09
Evermay Wealth Management LLC
DECREASED
Shares4 from 337
Change-333 (-99%)
Value$65 (-$4.4K)
Filed 2026-11-05
Community Bank, N.A.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$48 (+$9)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares1 from 793
Change-792 (-100%)
Value$17 (-$10.7K)
Filed 2026-10-29
Norden Group LLC
CLOSED
Shares0 from 733,596
Change-733,596 (-100%)
Value$0 (-$9.7M)
Filed 2026-10-20
Milestone Asset Management, LLC
CLOSED
Shares0 from 187,543
Change-187,543 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-15
Three Seasons Wealth, LLC
CLOSED
Shares0 from 165,685
Change-165,685 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
WealthCare Asset Management, LLC
CLOSED
Shares0 from 138,884
Change-138,884 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-26
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 78,817
Change-78,817 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-07
Blue Capital, Inc.
CLOSED
Shares0 from 58,409
Change-58,409 (-100%)
Value$0 (-$772.5K)
Filed 2026-10-13
Summit Global Investments
CLOSED
Shares0 from 52,516
Change-52,516 (-100%)
Value$0 (-$695.0K)
Filed 2026-10-28
Roman Butler Fullerton & Co
CLOSED
Shares0 from 48,739
Change-48,739 (-100%)
Value$0 (-$754.0K)
Filed 2026-10-27
Leuthold Group, LLC
CLOSED
Shares0 from 45,478
Change-45,478 (-100%)
Value$0 (-$601.4K)
Filed 2026-11-04
Auto-Owners Insurance Co
CLOSED
Shares0 from 39,733
Change-39,733 (-100%)
Value$0 (-$525.3K)
Filed 2026-10-15
D.A. Davidson & Co.
CLOSED
Shares0 from 39,322
Change-39,322 (-100%)
Value$0 (-$520.0K)
Filed 2026-10-28
Financial & Tax Architects, LLC
CLOSED
Shares0 from 38,835
Change-38,835 (-100%)
Value$0 (-$513.6K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 35,324
Change-35,324 (-100%)
Value$0 (-$467.2K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 30,462
Change-30,462 (-100%)
Value$0 (-$402.9K)
Filed 2026-10-29
Axim Planning & Wealth
CLOSED
Shares0 from 28,434
Change-28,434 (-100%)
Value$0 (-$376.0K)
Filed 2026-10-28
National Wealth Management Group, LLC
CLOSED
Shares0 from 26,148
Change-26,148 (-100%)
Value$0 (-$345.8K)
Filed 2026-10-26
Brookstone Capital Management
CLOSED
Shares0 from 20,397
Change-20,397 (-100%)
Value$0 (-$269.8K)
Filed 2026-10-22
Waterfront Wealth Inc.
CLOSED
Shares0 from 20,270
Change-20,270 (-100%)
Value$0 (-$298.4K)
Filed 2026-11-03
Ramiah Investment Group
CLOSED
Shares0 from 14,383
Change-14,383 (-100%)
Value$0 (-$190.2K)
Filed 2026-10-20
Intrua Financial, LLC
CLOSED
Shares0 from 13,656
Change-13,656 (-100%)
Value$0 (-$180.6K)
Filed 2026-10-28
Equity Investment Corp
CLOSED
Shares0 from 12,920
Change-12,920 (-100%)
Value$0 (-$170.9K)
Filed 2026-11-04
Portside Wealth Group, LLC
CLOSED
Shares0 from 11,790
Change-11,790 (-100%)
Value$0 (-$155.9K)
Filed 2026-10-20
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 10,115
Change-10,115 (-100%)
Value$0 (-$133.8K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$18.9K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$13.2K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-15
Hilltop National Bank
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-14
NBT Bank, N.A.
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-14
Gill Capital Partners, LLC
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-22
Kelleher Financial Advisors
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-04
Bfsg, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-30
Stone House Investment Management, LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$542)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$487)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$358)
Filed 2026-10-29
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 20,312,222
Change-20,312,222 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,953,063
Change-15,953,063 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,701,616
Change-12,701,616 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 10,061,670
Change-10,061,670 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,509,344
Change-6,509,344 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,194,444
Change-6,194,444 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,329,612
Change-5,329,612 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,474,236
Change-4,474,236 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 3,821,000
Change-3,821,000 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,554,272
Change-3,554,272 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,280,042
Change-3,280,042 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,085,598
Change-3,085,598 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,837,912
Change-2,837,912 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,789,575
Change-2,789,575 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,307,958
Change-2,307,958 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,746,398
Change-1,746,398 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,706,270
Change-1,706,270 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,691,957
Change-1,691,957 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,682,371
Change-1,682,371 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,474,297
Change-1,474,297 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,334,862
Change-1,334,862 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,298,813
Change-1,298,813 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,171,933
Change-1,171,933 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 1,091,249
Change-1,091,249 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,027,943
Change-1,027,943 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 973,058
Change-973,058 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 952,406
Change-952,406 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 935,130
Change-935,130 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 932,700
Change-932,700 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 759,121
Change-759,121 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 757,908
Change-757,908 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 738,225
Change-738,225 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 709,491
Change-709,491 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 699,730
Change-699,730 (-100%)
Value—
UBS Group AG
N/A
Shares— from 698,325
Change-698,325 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 694,704
Change-694,704 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 637,069
Change-637,069 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 583,704
Change-583,704 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 537,360
Change-537,360 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 529,788
Change-529,788 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 513,923
Change-513,923 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 439,798
Change-439,798 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 430,774
Change-430,774 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 402,943
Change-402,943 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 370,727
Change-370,727 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 364,031
Change-364,031 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 342,600
Change-342,600 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 330,202
Change-330,202 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 329,156
Change-329,156 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 295,539
Change-295,539 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 275,101
Change-275,101 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 269,517
Change-269,517 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 251,653
Change-251,653 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 251,006
Change-251,006 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 241,698
Change-241,698 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 237,214
Change-237,214 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 236,004
Change-236,004 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 228,940
Change-228,940 (-100%)
Value—
&partners
N/A
Shares— from 215,739
Change-215,739 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 215,227
Change-215,227 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 212,432
Change-212,432 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 200,660
Change-200,660 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 199,343
Change-199,343 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 171,457
Change-171,457 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 167,801
Change-167,801 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 163,630
Change-163,630 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 159,735
Change-159,735 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 158,644
Change-158,644 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 149,000
Change-149,000 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 143,572
Change-143,572 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 143,572
Change-143,572 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 139,095
Change-139,095 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 130,795
Change-130,795 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 130,383
Change-130,383 (-100%)
Value—
Norges Bank
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 123,000
Change-123,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 121,336
Change-121,336 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 119,857
Change-119,857 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 115,981
Change-115,981 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 115,811
Change-115,811 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 114,791
Change-114,791 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 111,018
Change-111,018 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 107,388
Change-107,388 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 98,748
Change-98,748 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 95,765
Change-95,765 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 90,075
Change-90,075 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 88,741
Change-88,741 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 87,604
Change-87,604 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 85,737
Change-85,737 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 82,074
Change-82,074 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 81,223
Change-81,223 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 75,582
Change-75,582 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 74,565
Change-74,565 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 73,131
Change-73,131 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 70,267
Change-70,267 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 68,530
Change-68,530 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 66,551
Change-66,551 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 64,393
Change-64,393 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 60,861
Change-60,861 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 60,032
Change-60,032 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 58,245
Change-58,245 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 58,134
Change-58,134 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 56,711
Change-56,711 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 55,870
Change-55,870 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 55,171
Change-55,171 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 53,770
Change-53,770 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 52,443
Change-52,443 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 50,167
Change-50,167 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 49,029
Change-49,029 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 45,468
Change-45,468 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 44,906
Change-44,906 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,561
Change-42,561 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 40,347
Change-40,347 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 40,226
Change-40,226 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 39,158
Change-39,158 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 38,014
Change-38,014 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 37,640
Change-37,640 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 36,593
Change-36,593 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 36,523
Change-36,523 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 36,483
Change-36,483 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 35,705
Change-35,705 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 35,627
Change-35,627 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 35,574
Change-35,574 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 32,874
Change-32,874 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,790
Change-32,790 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 32,564
Change-32,564 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 32,507
Change-32,507 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 30,667
Change-30,667 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 30,547
Change-30,547 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 30,429
Change-30,429 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,174
Change-30,174 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 29,862
Change-29,862 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 28,707
Change-28,707 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 28,087
Change-28,087 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,644
Change-27,644 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 27,046
Change-27,046 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 26,582
Change-26,582 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,107
Change-26,107 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 25,751
Change-25,751 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,627
Change-24,627 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 24,350
Change-24,350 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 23,625
Change-23,625 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 23,624
Change-23,624 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,596
Change-23,596 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,786
Change-22,786 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 22,620
Change-22,620 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 22,519
Change-22,519 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 22,335
Change-22,335 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 21,550
Change-21,550 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 21,375
Change-21,375 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 21,039
Change-21,039 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 20,989
Change-20,989 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 20,558
Change-20,558 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 20,545
Change-20,545 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20,233
Change-20,233 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 20,220
Change-20,220 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,272
Change-19,272 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 19,021
Change-19,021 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 18,738
Change-18,738 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,717
Change-18,717 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,714
Change-18,714 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 18,662
Change-18,662 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 18,032
Change-18,032 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 17,822
Change-17,822 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 17,164
Change-17,164 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 15,822
Change-15,822 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 15,384
Change-15,384 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 15,139
Change-15,139 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 14,940
Change-14,940 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,650
Change-14,650 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 14,180
Change-14,180 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 14,091
Change-14,091 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 13,818
Change-13,818 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,397
Change-13,397 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 13,341
Change-13,341 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 11,699
Change-11,699 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,671
Change-11,671 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,151
Change-11,151 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,931
Change-10,931 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,923
Change-10,923 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,879
Change-10,879 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 10,481
Change-10,481 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,674
Change-8,674 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Blue Owl Capital Holdings LP
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 914
Change-914 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 810
Change-810 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 728
Change-728 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 693
Change-693 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 477
Change-477 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 442
Change-442 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 185
Change-185 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 176
Change-176 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 142
Change-142 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 113
Change-113 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 67
Change-67 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 54
Change-54 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 11
Change-11 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
ACR Alpine Capital Research, LLC
INCREASED24,060,31324,019,101+41,212+0%$317.7M$388.6M+$70.9M2026-11-02
Oppenheimer Asset Management Inc.
INCREASED5,219,2165,176,809+42,407+1%$68.5M$84.3M+$15.8M2026-10-27
Euro Pacific Asset Management, LLC
INCREASED5,016,47715,545+5,000,932+32171%$207.0K$8.4M+$8.2M2026-11-03
ABC Arbitrage SA
INCREASED2,495,9772,426,727+69,250+3%$32.1M$40.3M+$8.2M2026-10-23
Bank of Montreal
DECREASED1,806,1951,882,117-75,922-4%$24.9M$29.2M+$4.3M2026-11-09
Atria Investments, Inc
DECREASED839,573846,397-6,824-1%$11.2M$13.6M+$2.4M2026-10-15
Ritholtz Wealth Management
INCREASED771,431742,058+29,373+4%$9.8M$12.5M+$2.6M2026-11-05
Creative Planning
INCREASED730,343511,489+218,854+43%$6.8M$11.8M+$5.0M2026-11-02
Capricorn Fund Managers Ltd
INCREASED700,000299,000+401,000+134%$4.0M$11.3M+$7.4M2026-11-03
Keating Investment Counselors Inc
DECREASED680,301682,576-2,2750%$9.0M$11.0M+$2.0M2026-10-14
LPL Financial LLC
DECREASED607,2611,670,059-1,062,798-64%$22.1M$9.8M-$12.3M2026-11-06
Dimensional Fund Advisors LP
INCREASED548,398545,162+3,236+1%$7.2M$8.9M+$1.6M2026-11-04
Bank of New York Mellon Corp
INCREASED482,954453,269+29,685+7%$6.0M$7.8M+$1.8M2026-11-05
Inlight Wealth Management, LLC
DECREASED443,351446,161-2,810-1%$5.9M$7.2M+$1.3M2026-10-21
Independent Financial Group, LLC
DECREASED412,072469,207-57,135-12%$6.2M$6.7M+$449.7K2026-10-13
Gradient Investments LLC
DECREASED370,446375,192-4,746-1%$5.0M$6.0M+$1.0M2026-10-08
Todd Asset Management LLC
DECREASED342,144345,034-2,890-1%$4.6M$5.5M+$962.6K2026-10-27
CWA Asset Management Group, LLC
DECREASED318,650412,353-93,703-23%$5.5M$5.1M-$307.2K2026-10-19
Citigroup Inc
INCREASED275,68884,917+190,771+225%$1.1M$4.5M+$3.3M2026-11-04
HF Advisory Group, LLC
INCREASED233,425220,130+13,295+6%$2.9M$3.8M+$858.6K2026-10-09
Geode Capital Management, LLC
DECREASED233,173282,245-49,072-17%$3.7M$3.8M+$33.1K2026-11-06
Old Port Advisors
INCREASED226,621225,374+1,247+1%$3.0M$3.7M+$679.4K2026-10-23
Imc-Chicago, LLC
INCREASED213,84216,683+197,159+1182%$220.6K$3.5M+$3.2M2026-11-05
Kestra Advisory Services, LLC
DECREASED210,687243,871-33,184-14%$3.2M$3.4M+$177.4K2026-11-02
Merit Financial Group, LLC
DECREASED189,724788,577-598,853-76%$10.4M$3.1M-$7.4M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED182,102530,378-348,276-66%$7.0M$2.9K-$7.0M2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED181,671132,137+49,534+37%$1.7M$2.9M+$1.2M2026-10-16
Commonwealth Equity Services, LLC
DECREASED179,223296,982-117,759-40%$3.9M$2.9M-$1.0M2026-11-02
Crossmark Global Holdings, Inc.
DECREASED172,099190,030-17,931-9%$2.5M$2.8M+$268.1K2026-10-21
Ethic Inc.
INCREASED166,370155,978+10,392+7%$2.1M$2.7M+$624.1K2026-11-03
Clean Yield Group
DECREASED163,871171,770-7,899-5%$2.3M$2.6M+$374.9K2026-10-28
Oppenheimer & Co Inc
DECREASED151,014189,736-38,722-20%$2.5M$2.4M-$70.4K2026-10-26
BCV Asset Management Inc.
INCREASED150,251148,295+1,956+1%$2.0M$2.4M+$402.1K2026-11-06
Vise Technologies, Inc.
INCREASED141,97786,123+55,854+65%$1.1M$2.3M+$1.2M2026-10-29
Barclays PLC
DECREASED140,648392,145-251,497-64%$5.2M$2.3M-$2.9M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED127,212114,711+12,501+11%$1.7M$2.1M+$407.9K2026-10-13
Parrish Capital LLC
DECREASED115,219116,601-1,382-1%$1.5M$1.9M+$318.7K2026-10-01
Vest Financial, LLC
NEW112,297—+112,297——$1.8M—2026-10-21
Russell Investments Group, Ltd.
INCREASED110,08591,494+18,591+20%$1.2M$1.8M+$567.9K2026-11-06
Hantz Financial Services, Inc.
INCREASED109,32988,436+20,893+24%$1.2M$1.8K-$1.2M2026-11-09
Accurate Wealth Management, LLC
INCREASED95,14194,923+218+0%$1.4M$1.5M+$82.7K2026-10-20
Signaturefd, LLC
INCREASED82,69574,661+8,034+11%$987.4K$1.3M+$348.2K2026-10-23
Michels Family Financial, LLC
INCREASED81,51881,064+454+1%$1.1M$1.3M+$244.4K2026-11-02
Leo Wealth, LLC
NEW79,067—+79,067——$1.3M—2026-10-26
Compound Planning, Inc.
INCREASED78,67839,394+39,284+100%$521.0K$1.3M+$749.7K2026-11-09
Wespac Advisors, LLC
DECREASED77,59882,677-5,079-6%$1.1M$1.3M+$159.8K2026-10-26
Moors & Cabot, Inc.
DECREASED77,37581,009-3,634-4%$1.1M$1.2M+$178.3K2026-11-06
Truist Financial Corp
DECREASED73,99878,725-4,727-6%$1.0M$1.2M+$153.9K2026-10-30
Shrier Wealth Management, LLC
DECREASED73,20173,652-451-1%$974.1K$1.2M+$208.1K2026-10-20
Amundi
INCREASED71,30953,566+17,743+33%$708.4K$1.2M+$443.2K2026-11-06
Manske Wealth Management
DECREASED70,90471,062-1580%$939.8K$1.1M+$205.3K2026-10-26
Triasima Portfolio Management inc.
UNCHANGED59,02559,02500%$780.6K$953.3K+$172.6K2026-10-15
Kathmere Capital Management, LLC
INCREASED58,67841,745+16,933+41%$552.1K$947.7K+$395.6K2026-10-20
Nations Financial Group Inc,
INCREASED55,30354,926+377+1%$726.4K$893.1K+$166.7K2026-11-05
Todd Wealth Management, LLC
DECREASED54,04154,176-1350%$716.5K$872.8K+$156.3K2026-10-19
PNC Financial Services Group, Inc.
DECREASED52,69759,685-6,988-12%$789.3K$851.1K+$61.7K2026-11-06
Baron Wealth Management LLC
INCREASED52,65250,591+2,061+4%$669.1K$850.3K+$181.3K2026-10-27
Transmarket Holdings LP
DECREASED50,144129,593-79,449-61%$1.7M$809.8K-$904.0K2026-10-27
Evergreen Capital Management LLC
DECREASED48,23350,350-2,117-4%$679.4K$779.0K+$99.5K2026-10-23
Savant Capital, LLC
INCREASED47,27946,414+865+2%$656.3K$763.6K+$107.2K2026-11-06
LVW Advisors, LLC
INCREASED47,23830,432+16,806+55%$402.5K$762.9K+$360.4K2026-10-19
Park Avenue Securities LLC
DECREASED46,93171,027-24,096-34%$939.0K$758-$938.2K2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED46,34531,359+14,986+48%$414.7K$748.5K+$333.8K2026-10-27
Legacy Capital Group California, Inc.
DECREASED46,28156,363-10,082-18%$745.4K$747.4K+$2.0K2026-11-09
Keybank National Association
INCREASED43,63740,782+2,855+7%$539.3K$704.7K+$165.4K2026-11-04
Thrivent Financial for Lutherans
INCREASED42,15437,301+4,853+13%$493.0K$681-$492.3K2026-11-05
US Bancorp \de\
DECREASED41,07441,794-720-2%$552.7K$663.3K+$110.6K2026-11-05
Choreo, LLC
INCREASED40,86737,567+3,300+9%$496.8K$660.0K+$163.2K2026-10-28
Perigon Wealth Management, LLC
INCREASED40,31839,391+927+2%$520.9K$651.1K+$130.2K2026-10-22
Aprio Wealth Management, LLC
DECREASED39,26140,416-1,155-3%$534.5K$634.1K+$99.6K2026-10-28
Profund Advisors LLC
INCREASED38,79734,622+4,175+12%$457.9K$626.6K+$168.7K2026-10-29
MGO One Seven LLC
INCREASED37,29534,157+3,138+9%$451.7K$602.3K+$150.6K2026-10-28
Turtle Creek Wealth Advisors, LLC
UNCHANGED35,41635,41600%$468.4K$572.0K+$103.6K2026-10-15
UMB Bank, n.a.
UNCHANGED31,93331,93300%$25.6K$31.2K+$5.7K2026-11-06
GC Wealth Management RIA, LLC
INCREASED31,12730,361+766+3%$401.5K$502.7K+$101.2K2026-11-02
SBI Securities Co., Ltd.
DECREASED30,98636,341-5,355-15%$480.6K$500.4K+$19.8K2026-10-22
Versant Capital Management, Inc
INCREASED30,35730,341+16+0%$401.3K$490.3K+$89.0K2026-10-02
First Affirmative Financial Network
NEW29,646—+29,646——$478.8K—2026-10-21
Lester Murray Antman dba SimplyRich
UNCHANGED29,26329,26300%$387.0K$472.6K+$85.6K2026-11-06
Lazari Capital Management, Inc.
DECREASED28,36630,693-2,327-8%$405.9K$458.1K+$52.2K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED27,82225,600+2,222+9%$335.2K$465.0K+$129.8K2026-11-04
Aaron Wealth Advisors LLC
INCREASED27,08426,425+659+2%$349.5K$437.4K+$87.9K2026-10-13
Allworth Financial LP
INCREASED26,12823,465+2,663+11%$310.3K$345.5K+$35.2K2026-11-06
Focused Alpha, LLC
INCREASED26,03125,498+533+2%$337.2K$420.4K+$83.2K2026-10-20
Farther Finance Advisors, LLC
DECREASED24,99342,819-17,826-42%$566.9K$403.6K-$163.3K2026-10-08
Investors Research Corp
DECREASED24,32624,676-350-1%$326.3K$392.9K+$66.5K2026-10-07
Gallacher Capital Management LLC
DECREASED24,14029,813-5,673-19%$394.3K$389.9K-$4.4K2026-10-30
J.W. Cole Advisors, Inc.
DECREASED24,08024,634-554-2%$325.8K$388.9K+$63.1K2026-11-05
HUB Investment Partners, LLC
DECREASED23,64723,948-301-1%$316.7K$381.9K+$65.2K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED22,82522,637+188+1%$309.9K$368.6K+$58.7K2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED22,63625,939-3,303-13%$343.0K$365.6K+$22.5K2026-11-05
Contravisory Investment Management, Inc.
DECREASED22,43023,963-1,533-6%$316.9K$362.2K+$45.3K2026-10-13
Quadrant Capital Group LLC
DECREASED22,37922,490-1110%$297.4K$348.1K+$50.7K2026-10-20
Bailard, Inc.
DECREASED21,86821,869-10%$289.2K$353.2K+$64.0K2026-10-13
Provident Living Financial Services, Inc.
DECREASED21,41923,162-1,743-8%$306.3K$340.1K+$33.8K2026-11-03
Peoples Financial Services Corp.
DECREASED21,19521,559-364-2%$285.0K$342.1K+$57.1K2026-10-20
RFG Advisory, LLC
DECREASED21,18434,116-12,932-38%$451.2K$342.1K-$109.1K2026-11-03
Blankinship & Foster, LLC
UNCHANGED20,91220,91200%$276.6K$337.7K+$61.2K2026-10-19
Fourpath Capital Management, LLC
INCREASED20,53220,530+2+0%$271.5K$331.6K+$60.1K2026-10-19
Valeo Financial Advisors, LLC
INCREASED20,18118,746+1,435+8%$247.9K$325.9K+$78.0K2026-10-08
Squarepoint Ops LLC
INCREASED18,42510,444+7,981+76%$138.1K$297.6K+$159.4K2026-11-09
Trek Financial, LLC
NEW18,296—+18,296——$295.5K—2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED18,10056,100-38,000-68%$741.9K$292.3K-$449.6K2026-11-02
Gateway Investment Advisers LLC
DECREASED17,88137,143-19,262-52%$491.2K$288.8K-$202.4K2026-10-13
Gamma Investing LLC
INCREASED17,34115,642+1,699+11%$206.9K$280.1K+$73.2K2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED17,02716,440+587+4%$217.4K$275.0K+$57.6K2026-11-02
Baker Ellis Asset Management LLC
DECREASED17,00018,000-1,000-6%$238.1K$274.6K+$36.5K2026-10-14
Axxcess Wealth Management, LLC
INCREASED15,68413,052+2,632+20%$172.6K$253.3K+$80.7K2026-10-21
MQS Management LLC
NEW15,631—+15,631——$252.4K—2026-11-06
NIA Impact Advisors, LLC
DECREASED15,27215,932-660-4%$210.7K$246.6K+$35.9K2026-11-04
Sovran Advisors, LLC
INCREASED15,00714,951+56+0%$245.0K$233.7K-$11.4K2026-11-02
Hibernia Wealth Partners, LLC
INCREASED14,56614,520+46+0%$192.0K$235.2K+$43.2K2026-10-29
TT Capital Management LLC
DECREASED14,46215,642-1,180-8%$206.9K$233.6K+$26.7K2026-10-15
SFI Advisors, LLC
UNCHANGED14,37814,37800%$190.1K$232.2K+$42.1K2026-10-30
M Holdings Securities, Inc.
DECREASED14,11816,241-2,123-13%$222$221-$12026-11-03
EverSource Wealth Advisors, LLC
INCREASED13,85011,750+2,100+18%$155.4K$223.7K+$68.3K2026-11-04
Eagle Harbor Asset Management Inc
INCREASED13,65213,639+13+0%$180.4K$220.5K+$40.1K2026-10-21
AlphaCore Capital LLC
NEW13,411—+13,411——$216.6K—2026-11-04
Cypress Capital Group
UNCHANGED13,26213,26200%$175.4K$214.2K+$38.8K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED13,25313,240+13+0%$175.1K$214.0K+$38.9K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED13,18312,648+535+4%$167.3K$212.9K+$45.6K2026-10-21
Ascent Group, LLC
INCREASED12,85911,639+1,220+10%$153.9K$207.7K+$53.7K2026-10-30
Seven Mile Advisory
DECREASED12,79813,567-769-6%$183.2K$206.7K+$23.5K2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
DECREASED12,55528,009-15,454-55%$370.4K$202.8K-$167.7K2026-10-22
HB Wealth Management, LLC
INCREASED12,38211,626+756+7%$153.8K$200.0K+$46.2K2026-10-23
Davenport & Co LLC
NEW12,246—+12,246——$197.8K—2026-10-14
Brucke Financial, Inc.
INCREASED12,12310,581+1,542+15%$139.9K$195.8K+$55.9K2026-10-23
Parallel Advisors, LLC
INCREASED11,98811,313+675+6%$149.6K$193.6K+$44.0K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED11,48052,829-41,349-78%$698.7K$185.4K-$513.3K2026-10-16
D'Orazio & Associates, Inc.
INCREASED11,39210,006+1,386+14%$132.3K$184.0K+$51.7K2026-11-04
Coldstream Capital Management Inc
INCREASED10,86710,285+582+6%$136.0K$175.5K+$39.5K2026-11-09
SYM Financial Corp
INCREASED10,74710,292+455+4%$136.1K$173.6K+$37.5K2026-10-26
Wesbanco Bank Inc
DECREASED10,54614,478-3,932-27%$191.5K$170.3K-$21.2K2026-11-04
Ascentis Independent Advisors
INCREASED10,3838,111+2,272+28%$107.3K$167.7K+$60.4K2026-11-03
Carrera Capital Advisors
INCREASED10,20810,047+161+2%$135.6K$164.9K+$29.3K2026-11-03
Independent Wealth Network Inc.
NEW10,176—+10,176——$164.3K—2026-10-19
Pinnacle Associates LTD
NEW10,041—+10,041——$162.2K—2026-10-20
Narus Financial Partners, LLC
UNCHANGED10,00010,00000%$132.3K$161.5K+$29.3K2026-10-19
IFP Advisors, Inc
DECREASED9,98810,582-594-6%$139.9K$161.3K+$21.4K2026-10-16
Assetmark, Inc
INCREASED8,8856,269+2,616+42%$82.9K$143.5K+$60.6K2026-10-21
Parkside Financial Bank & Trust
UNCHANGED8,5188,51800%$112.7K$137.6K+$24.9K2026-10-27
Cromwell Holdings LLC
UNCHANGED8,1938,19300%$110.6K$132.3K+$21.7K2026-10-28
Bank Pictet & Cie (Europe) AG
UNCHANGED8,0008,00000%$105.8K$129.2K+$23.4K2026-10-20
Bayforest Capital Ltd
INCREASED7,8771,460+6,417+440%$19.3K$127.2K+$107.9K2026-11-03
CoreCap Advisors, LLC
DECREASED6,61120,501-13,890-68%$271.1K$106.8K-$164.4K2026-10-08
Danske Bank A/S
NEW6,020—+6,020——$97.2K—2026-11-09
Manchester Capital Management LLC
UNCHANGED5,5995,59900%$74.0K$90.4K+$16.4K2026-10-22
Mcdonald Partners LLC
DECREASED5,4716,971-1,500-22%$92.2K$88.4K-$3.8K2026-11-03
Pacific Center for Financial Services
DECREASED5,4337,441-2,008-27%$98.4K$87.7K-$10.7K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED5,1465,14600%$68.1K$83.1K+$15.1K2026-10-23
Larson Financial Group LLC
DECREASED4,6834,959-276-6%$65.6K$75.6K+$10.0K2026-11-05
Rothwell Investment Advisors, LLC
NEW4,386—+4,386——$70.8K—2026-11-06
Mather Group, Llc.
INCREASED4,072120+3,952+3293%$1.6K$65.8K+$64.2K2026-10-14
TD Waterhouse Canada Inc.
INCREASED3,4953,395+100+3%$44.2K$57.2K+$13.0K2026-10-16
IFG Advisory, LLC
DECREASED3,2603,620-360-10%$47.9K$52.6K+$4.8K2026-11-09
American Capital Advisory, LLC
UNCHANGED2,9032,90300%$38.4K$46.9K+$8.5K2026-10-28
Geneos Wealth Management Inc.
INCREASED2,537459+2,078+453%$6.1K$41.0K+$34.9K2026-11-09
Central Trust Co
DECREASED2,2553,304-1,049-32%$43.7K$36.4K-$7.3K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED2,2392,137+102+5%$28.3K$36.2K+$7.9K2026-10-27
Owl Creek Wealth Partners LLC
INCREASED2,2142,137+77+4%$28.3K$35.8K+$7.5K2026-10-20
Deutsche Bank Ag\
UNCHANGED2,1002,10000%$27.8K$33.9K+$6.1K2026-11-06
Bayban
UNCHANGED2,0392,03900%$27.0K$27.0K$02026-11-05
Lanark Financial, Inc.
DECREASED1,9502,239-289-13%$29.6K$31.5K+$1.9K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED1,9091,90900%$25.0K$31-$25.0K2026-11-04
Hilton Head Capital Partners, LLC
INCREASED1,5931,591+2+0%$21.0K$25.7K+$4.7K2026-10-23
Boit C F David
NEW1,574—+1,574——$25.4K—2026-10-29
TD Private Client Wealth LLC
INCREASED1,5621,521+41+3%$20.1K$25.2K+$5.1K2026-10-28
First Command Advisory Services, Inc.
INCREASED1,449925+524+57%$12.2K$23.4K+$11.2K2026-11-05
V-Square Quantitative Management LLC
NEW1,444—+1,444——$23.3K—2026-10-15
Bessemer Group Inc
INCREASED1,4161,328+88+7%$13.0K$23-$13.0K2026-11-09
North Star Investment Management Corp.
UNCHANGED1,3831,38300%$18.3K$22.3K+$4.0K2026-10-27
True Wealth Design, LLC
DECREASED1,3711,395-24-2%$18.4K$22.1K+$3.7K2026-10-13
Proathlete Wealth Management LLC
NEW1,253—+1,253——$20.2K—2026-10-15
Eastern Bank
INCREASED1,2351,229+6+0%$16.3K$19.9K+$3.7K2026-10-05
Signature Equity Partners, LLC
DECREASED1,2316,921-5,690-82%$91.5K$19.9K-$71.6K2026-10-29
SJS Investment Consulting Inc.
INCREASED1,2231,024+199+19%$13.5K$19.8K+$6.2K2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED1,2001,20000%$16.2K$19.4K+$3.2K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED1,1311,114+17+2%$14.7K$18.3K+$3.5K2026-10-16
James T. Borello RIA
UNCHANGED1,1031,10300%$14.6K$17.8K+$3.2K2026-10-16
Salomon & Ludwin, LLC
DECREASED1,0971,098-10%$14.3K$17.7K+$3.4K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED1,067154+913+593%$2.0K$17.2K+$15.2K2026-10-30
Valley National Advisers Inc
UNCHANGED1,0001,00000%$13.2K$16.2K+$2.9K2026-10-23
Bare Financial Services, Inc
INCREASED997717+280+39%$9.5K$16.1K+$6.6K2026-11-04
Cape Investment Advisory, Inc.
INCREASED953835+118+14%$11.0K$15.4K+$4.3K2026-10-13
Financial Consulate, Inc
INCREASED859352+507+144%$4.7K$13.9K+$9.2K2026-10-23
Kings Path Partners LLC
INCREASED838600+238+40%$7.9K$13.5K+$5.6K2026-10-21
Blue Trust, Inc.
DECREASED8241,534-710-46%$20.3K$13.3K-$7.0K2026-10-15
Hager Investment Management Services, LLC
INCREASED802797+5+1%$10.5K$13.0K+$2.4K2026-11-04
Fifth Third Bancorp
INCREASED775639+136+21%$8.5K$12.5K+$4.1K2026-11-05
MTM Investment Management, LLC
UNCHANGED76876800%$10.2K$12.4K+$2.2K2026-10-30
Nova Financial LLC
NEW756—+756——$12.2K—2026-11-04
Elevated Capital Advisors, LLC
NEW747—+747——$12.1K—2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED72772700%$9.6K$11.7K+$2.1K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED725605+120+20%$8.0K$11.7K+$3.7K2026-10-20
Rosenberg Matthew Hamilton
DECREASED7161,104-388-35%$14.6K$11.6K-$3.0K2026-10-05
Hickory Point Bank & Trust
UNCHANGED71071000%$9.4K$11.5K+$2.1K2026-10-01
PFS Partners, LLC
INCREASED682673+9+1%$8.9K$11.0K+$2.1K2026-10-21
JFS Wealth Advisors, LLC
INCREASED637565+72+13%$7.5K$10.3K+$2.8K2026-11-03
Latitude Advisors, LLC
NEW627—+627——$10.1K—2026-10-27
Silver Grove Financial Group, Inc.
DECREASED553684-131-19%$9.0K$8.9K-$1152026-11-05
Vision Financial Markets LLC
UNCHANGED54554500%$7.2K$8.8K+$1.6K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED51751700%$7$8+$12026-10-14
William Mack & Associates, Inc.
NEW511—+511——$8.3K—2026-10-27
Rakuten Securities, Inc.
DECREASED502600-98-16%$7.9K$8.1K+$1722026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED50050000%$6.6K$8.1K+$1.5K2026-11-03
Costello Asset Management, Inc
UNCHANGED50050000%$6.6K$8.1K+$1.5K2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED48748700%$6.4K$7.9K+$1.4K2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED48748700%$6.4K$7.9K+$1.4K2026-10-13
Boyd Watterson Asset Management LLC
UNCHANGED47547500%$6.3K$7.7K+$1.4K2026-11-06
Essential Partners LLC
UNCHANGED46546500%$6.2K$7.5K+$1.4K2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED44944900%$5.9K$7.3K+$1.3K2026-11-02
Zions Bancorporation, National Association
INCREASED447282+165+59%$3.7K$7.2K+$3.5K2026-11-06
Asset Dedication, LLC
UNCHANGED44444400%$5.9K$7.2K+$1.3K2026-11-03
Root Financial Partners, LLC
NEW441—+441——$7.1K—2026-10-21
Friedenthal Financial
NEW440—+440——$7.1K—2026-10-27
Abound Wealth Management
NEW438—+438——$7.1K—2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED41541500%$5.5K$6.7K+$1.2K2026-10-09
Bank & Trust Co
UNCHANGED39339300%$5.2K$6.3K+$1.2K2026-10-07
Tower Trust & Investment Co
UNCHANGED38838800%$5.1K$6.3K+$1.1K2026-10-28
West Financial Advisors, LLC
NEW381—+381——$6.2K—2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED38138100%$5.0K$6.2K+$1.1K2026-10-13
Citizens National Bank Trust Department
UNCHANGED38138100%$5.0K$6.2K+$1.1K2026-11-04
Ascentis Wealth Management, LLC
NEW377—+377——$6.1K—2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED37437400%$4.9K$6.0K+$1.1K2026-10-28
Dogwood Wealth Management LLC
INCREASED373219+154+70%$2.9K$6.0K+$3.1K2026-11-09
First Bancorp, Inc
INCREASED325180+145+81%$2.4K$5.2K+$2.9K2026-10-26
Duncker Streett & Co Inc
UNCHANGED32432400%$4.3K$5.2K+$9482026-10-27
Spire Wealth Management
UNCHANGED32332300%$4.3K$5.2K+$9442026-10-30
Motco
UNCHANGED31631600%$4.2K$5.1K+$9242026-11-09
Retirement Wealth Solutions LLC
INCREASED306139+167+120%$1.8K$4.9K+$3.1K2026-10-07
Strategic Advocates LLC
UNCHANGED29729700%$3.9K$4.8K+$8692026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED27227200%$3.6K$4.4K+$7962026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED27027000%$3.6K$4.4K+$7902026-10-15
Cassaday & Co Wealth Management LLC
DECREASED265286-21-7%$3.8K$4.3K+$4982026-10-27
Gables Capital Management Inc.
UNCHANGED25025000%$3.3K$4.0K+$7322026-11-04
Trust Co of Vermont
UNCHANGED24924900%$3.3K$4.0K+$7282026-10-21
DeDora Capital, Inc.
NEW247—+247——$4.0K—2026-10-26
Miller Global Investments, LLC
UNCHANGED22222200%$2.9K$3.6K+$6492026-10-02
Main Street Group, LTD
INCREASED216201+15+7%$2.7K$3.5K+$8302026-10-28
Barrett & Company, Inc.
UNCHANGED20420400%$2.7K$3.3K+$5972026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED20220200%$2.7K$3.3K+$5912026-10-15
Financial Perspectives, Inc
INCREASED197194+3+2%$2.6K$3.2K+$6092026-11-03
Bullock Wealth Management Group
UNCHANGED19519500%$2.5K$3.2K+$6572026-10-09
GHP Investment Advisors, Inc.
DECREASED187404-217-54%$5.3K$3.0K-$2.3K2026-10-15
Newton One Investments LLC
UNCHANGED18718700%$2.5K$3.0K+$5472026-10-14
Laurel Wealth Advisors LLC
NEW186—+186——$3.0K—2026-10-27
Golden State Wealth Management, LLC
INCREASED176173+3+2%$2.3K$2.8K+$5522026-11-02
Westside Investment Management, Inc.
UNCHANGED16816800%$2.2K$2.7K+$4932026-11-02
Jacobi Capital Management LLC
NEW167—+167——$2.7K—2026-11-05
Financial Network Wealth Advisors LLC
DECREASED167249-82-33%$3.3K$2.7K-$5962026-10-28
Trust Co of Toledo NA
UNCHANGED16716700%$2.2K$2.7K+$4882026-10-16
Financial Management Professionals, Inc.
NEW165—+165——$2.7K—2026-10-23
First Horizon Corp
INCREASED16427+137+507%$357$2.6K+$2.3K2026-10-26
Yankcom Partnership
NEW159—+159——$2.6K—2026-10-15
Ares Financial Consulting, LLC
INCREASED156155+1+1%$2.1K$2.5K+$4682026-10-19
FinArc Investments, Inc.
NEW152—+152——$2.5K—2026-10-14
Triumph Capital Management
UNCHANGED15115100%$2.0K$2.4K+$4422026-10-14
Kingdom Financial Group Llc.
UNCHANGED15015000%$2.0K$2.4K+$4392026-11-04
Winch Advisory Services, LLC
INCREASED142139+3+2%$1.8K$2.3K+$4432026-11-06
Whipplewood Advisors, LLC
UNCHANGED13313300%$1.8K$2.1K+$3892026-10-20
Caitong International Asset Management Co., Ltd
DECREASED13011,361-11,231-99%$150.2K$2.1K-$148.1K2026-10-29
Private Trust Co NA
DECREASED130344-214-62%$4.5K$2.1K-$2.4K2026-10-20
Avion Wealth
UNCHANGED13013000%$1$2+$12026-11-04
Evolution Wealth Management Inc.
UNCHANGED12612600%$1.7K$2.0K+$3692026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED12012000%$1.6K$1.9K+$3512026-10-16
CGC Financial Services, LLC
UNCHANGED11811800%$1.6K$1.9K+$3452026-10-13
Oakworth Capital, Inc.
UNCHANGED11811800%$1.6K$1.9K+$3452026-10-26
Community Financial Services Group, LLC
UNCHANGED11411400%$1.5K$1.9K+$3842026-10-15
IAG Wealth Partners, LLC
UNCHANGED10910900%$1.4K$1.8K+$3182026-11-06
UMB Private Wealth Management, LLC
NEW108—+108——$1.7K—2026-10-19
Southern Michigan Bank & Trust
UNCHANGED10210200%$1.3K$1.6K+$2982026-10-19
Montgomery Financial Services LLC
UNCHANGED10010000%$1.3K$1.6K+$2922026-11-03
Archer Investment Corp
UNCHANGED949400%$1.2K$1.5K+$2752026-11-05
Quent Capital, LLC
UNCHANGED949400%$1.2K$1.5K+$2222026-11-09
Planning Strategies Inc.
NEW80—+80——$1.3K—2026-10-02
Carolina Wealth Advisors, LLC
NEW79—+79——$1.3K—2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED7473+1+1%$967$1.2K+$2322026-10-28
Elyxium Wealth, LLC
NEW72—+72——$1.2K—2026-10-27
MV Capital Management, Inc.
INCREASED7260+12+20%$794$1.2K+$3692026-10-29
Creative Financial Designs Inc
UNCHANGED656500%$860$1.1K+$1902026-11-04
Albion Financial Group
NEW61—+61——$993—2026-10-21
Arlington Trust Co LLC
UNCHANGED606000%$794$969+$1752026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED595900%$780$953+$1732026-10-15
Lloyd Advisory Services, Llc.
UNCHANGED535300%$701$856+$1552026-11-02
Compass Wealth Management LLC
NEW47—+47——$760—2026-10-22
Asset Planning,Inc
UNCHANGED474700%$622$759+$1372026-10-26
Signature Resources Capital Management, LLC
UNCHANGED474700%$622$759+$1372026-10-16
Princeton Global Asset Management LLC
DECREASED4691-45-49%$1.2K$751-$4592026-10-21
Breakwater Investment Management
NEW43—+43——$695—2026-10-20
Birch Financial Group, LLC
NEW42—+42——$678—2026-10-27
Hoey Investments, Inc
UNCHANGED424200%$556$679+$1232026-10-29
Burk Holdings LLC
UNCHANGED424200%$555$678+$1232026-11-05
Bell Investment Advisors, Inc
UNCHANGED414100%$543$663+$1202026-10-29
Wilkerson Advisory Group LLC
NEW35—+35——$565—2026-10-20
Monetary Solutions, Ltd
INCREASED2617+9+53%$225$420+$1952026-10-22
Aspect Partners, LLC
UNCHANGED232300%$304$371+$672026-10-20
Nemes Rush Group LLC
UNCHANGED181800%$238$291+$532026-11-04
Clearstead Advisors, LLC
NEW16—+16——$261—2026-11-06
Highline Wealth Partners LLC
NEW16—+16——$258—2026-10-19
Center for Financial Planning, Inc.
UNCHANGED141400%$186$226+$402026-10-26
Godsey & Gibb, Inc
UNCHANGED111100%$146$178+$322026-10-14
Gilpin Wealth Management, LLC
NEW9—+9——$146—2026-10-09
Evermay Wealth Management LLC
DECREASED4337-333-99%$4.5K$65-$4.4K2026-11-05
Community Bank, N.A.
UNCHANGED3300%$39$48+$92026-11-06
Montag A & Associates Inc
DECREASED1793-792-100%$10.7K$17-$10.7K2026-10-29
Norden Group LLC
CLOSED0733,596-733,596-100%$9.7M$0-$9.7M2026-10-20
Milestone Asset Management, LLC
CLOSED0187,543-187,543-100%$2.5M$0-$2.5M2026-10-15
Three Seasons Wealth, LLC
CLOSED0165,685-165,685-100%$2.2M$0-$2.2M2026-11-03
WealthCare Asset Management, LLC
CLOSED0138,884-138,884-100%$1.8M$0-$1.8M2026-10-26
FIG Financial Advisory Services Inc
CLOSED078,817-78,817-100%$1.0M$0-$1.0M2026-10-07
Blue Capital, Inc.
CLOSED058,409-58,409-100%$772.5K$0-$772.5K2026-10-13
Summit Global Investments
CLOSED052,516-52,516-100%$695.0K$0-$695.0K2026-10-28
Roman Butler Fullerton & Co
CLOSED048,739-48,739-100%$754.0K$0-$754.0K2026-10-27
Leuthold Group, LLC
CLOSED045,478-45,478-100%$601.4K$0-$601.4K2026-11-04
Auto-Owners Insurance Co
CLOSED039,733-39,733-100%$525.3K$0-$525.3K2026-10-15
D.A. Davidson & Co.
CLOSED039,322-39,322-100%$520.0K$0-$520.0K2026-10-28
Financial & Tax Architects, LLC
CLOSED038,835-38,835-100%$513.6K$0-$513.6K2026-10-15
BridgePort Financial Solutions, LLC
CLOSED035,324-35,324-100%$467.2K$0-$467.2K2026-11-02
Tucker Asset Management LLC
CLOSED030,462-30,462-100%$402.9K$0-$402.9K2026-10-29
Axim Planning & Wealth
CLOSED028,434-28,434-100%$376.0K$0-$376.0K2026-10-28
National Wealth Management Group, LLC
CLOSED026,148-26,148-100%$345.8K$0-$345.8K2026-10-26
Brookstone Capital Management
CLOSED020,397-20,397-100%$269.8K$0-$269.8K2026-10-22
Waterfront Wealth Inc.
CLOSED020,270-20,270-100%$298.4K$0-$298.4K2026-11-03
Ramiah Investment Group
CLOSED014,383-14,383-100%$190.2K$0-$190.2K2026-10-20
Intrua Financial, LLC
CLOSED013,656-13,656-100%$180.6K$0-$180.6K2026-10-28
Equity Investment Corp
CLOSED012,920-12,920-100%$170.9K$0-$170.9K2026-11-04
Portside Wealth Group, LLC
CLOSED011,790-11,790-100%$155.9K$0-$155.9K2026-10-20
Mountain Hill Investment Partners Corp.
CLOSED010,115-10,115-100%$133.8K$0-$133.8K2026-10-23
Institute for Wealth Management, Llc.
CLOSED01,426-1,426-100%$18.9K$0-$18.9K2026-11-06
Atlantic Edge Private Wealth Management, LLC
CLOSED01,000-1,000-100%$13.2K$0-$13.2K2026-10-20
Bay Harbor Wealth Management, LLC
CLOSED01,000-1,000-100%$13.2K$0-$13.2K2026-11-03
Cornerstone Planning Group LLC
CLOSED0646-646-100%$10.0K$0-$10.0K2026-10-16
MCF Advisors LLC
CLOSED0586-586-100%$7.9K$0-$7.9K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0465-465-100%$6.2K$0-$6.2K2026-10-26
Washington Trust Advisors, Inc.
CLOSED0410-410-100%$5.4K$0-$5.4K2026-10-22
AdvisorNet Financial, Inc
CLOSED0389-389-100%$5.1K$0-$5.1K2026-10-15
Hilltop National Bank
CLOSED0388-388-100%$5.1K$0-$5.1K2026-10-14
NBT Bank, N.A.
CLOSED0357-357-100%$4.7K$0-$4.7K2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0305-305-100%$4.0K$0-$4.0K2026-10-14
Gill Capital Partners, LLC
CLOSED0238-238-100%$3.1K$0-$3.1K2026-10-13
Atlatl Advisers LLC
CLOSED0110-110-100%$1.5K$0-$1.5K2026-10-22
Kelleher Financial Advisors
CLOSED0107-107-100%$1.4K$0-$1.4K2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED091-91-100%$1.2K$0-$1.2K2026-11-04
Bfsg, LLC
CLOSED082-82-100%$1.1K$0-$1.1K2026-10-30
Stone House Investment Management, LLC
CLOSED041-41-100%$542$0-$5422026-10-23
Salem Investment Counselors Inc
CLOSED036-36-100%$487$0-$4872026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED027-27-100%$358$0-$3582026-10-29
Arrowstreet Capital, Limited Partnership
N/A—20,312,222-20,312,222-100%$268.6M———
Goldman Sachs Group Inc
N/A—15,953,063-15,953,063-100%$211.0M———
Morgan Stanley
N/A—12,701,616-12,701,616-100%$168.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—10,061,670-10,061,670-100%$133.1M———
Bank of America Corp
N/A—6,509,344-6,509,344-100%$86.1M———
JPMorgan Chase & Co
N/A—6,194,444-6,194,444-100%$84.8M———
Envestnet Asset Management Inc
N/A—5,329,612-5,329,612-100%$70.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,474,236-4,474,236-100%$59.2M———
Salt Holding Corp.
N/A—3,821,000-3,821,000-100%$50.5M———
American Century Companies Inc
N/A—3,554,272-3,554,272-100%$47.0M———
Renaissance Technologies LLC
N/A—3,280,042-3,280,042-100%$43.4M———
BNP Paribas Financial Markets
N/A—3,085,598-3,085,598-100%$40.8M———
BlackRock, Inc.
N/A—2,837,912-2,837,912-100%$37.5M———
Royal Bank of Canada
N/A—2,789,575-2,789,575-100%$36.9M———
Capital Wealth Planning, LLC
N/A—2,307,958-2,307,958-100%$30.5M———
FMR LLC
N/A—1,746,398-1,746,398-100%$23.1M———
Northern Trust Corp
N/A—1,706,270-1,706,270-100%$22.6M———
Mariner, LLC
N/A—1,691,957-1,691,957-100%$22.4M———
Ameriprise Financial Inc
N/A—1,682,371-1,682,371-100%$22.3M———
O'shaughnessy Asset Management, LLC
N/A—1,474,297-1,474,297-100%$19.5M———
Raymond James Financial Inc
N/A—1,334,862-1,334,862-100%$17.7M———
Bridgewater Associates, LP
N/A—1,298,813-1,298,813-100%$17.2M———
Tower Research Capital LLC (TRC)
N/A—1,171,933-1,171,933-100%$15.5M———
Voloridge Investment Management, LLC
N/A—1,091,249-1,091,249-100%$14.4M———
Quantinno Capital Management LP
N/A—1,027,943-1,027,943-100%$13.6M———
Gamco Investors, Inc. ET AL
N/A—973,058-973,058-100%$12.9M———
Two Sigma Investments, LP
N/A—952,406-952,406-100%$12.6M———
Wells Fargo & Company
N/A—935,130-935,130-100%$12.4M———
Gabelli Funds LLC
N/A—932,700-932,700-100%$12.3M———
Stifel Financial Corp
N/A—759,121-759,121-100%$10.0M———
SIH Partners, Lllp
N/A—757,908-757,908-100%$10.0M———
Qube Research & Technologies Ltd
N/A—738,225-738,225-100%$9.8M———
Cetera Investment Advisers
N/A—709,491-709,491-100%$9.4M———
Optiver Holding B.V.
N/A—699,730-699,730-100%$9.3M———
UBS Group AG
N/A—698,325-698,325-100%$9.2M———
Hotchkis & Wiley Capital Management LLC
N/A—694,704-694,704-100%$9.2M———
HRT Financial LP
N/A—637,069-637,069-100%$8.4M———
Millennium Management LLC
N/A—583,704-583,704-100%$7.7M———
Walleye Trading LLC
N/A—537,360-537,360-100%$7.1M———
AQR Capital Management LLC
N/A—529,788-529,788-100%$7.0M———
SEI Investments Co
N/A—513,923-513,923-100%$6.8M———
Osaic Holdings, Inc.
N/A—439,798-439,798-100%$5.8M———
Old Mission Capital LLC
N/A—430,774-430,774-100%$5.7M———
Lazard Asset Management LLC
N/A—402,943-402,943-100%$5.3M———
Charles Schwab Investment Management Inc
N/A—370,727-370,727-100%$4.9M———
Icon Advisers Inc
N/A—364,031-364,031-100%$4.8M———
Teachers Retirement System of the State of Kentucky
N/A—342,600-342,600-100%$4.5M———
CIBC World Market Inc.
N/A—330,202-330,202-100%$4.4M———
Empowered Funds, LLC
N/A—329,156-329,156-100%$4.4M———
QRG Capital Management, Inc.
N/A—295,539-295,539-100%$3.9M———
Janney Montgomery Scott LLC
N/A—275,101-275,101-100%$3.6M———
HighTower Advisors, LLC
N/A—269,517-269,517-100%$3.6M———
LMR Partners LLP
N/A—251,653-251,653-100%$3.3M———
Proficio Capital Partners LLC
N/A—251,006-251,006-100%$3.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—241,698-241,698-100%$3.2M———
DRW Securities, LLC
N/A—237,214-237,214-100%$3.1M———
Exit Wealth Advisors, Llc.
N/A—236,004-236,004-100%$3.1M———
Quinn Opportunity Partners LLC
N/A—228,940-228,940-100%$3.0M———
&partners
N/A—215,739-215,739-100%$2.9M———
D. E. Shaw & Co., Inc.
N/A—215,227-215,227-100%$2.8M———
Mercer Global Advisors Inc
N/A—212,432-212,432-100%$2.8M———
Natixis Advisors, LLC
N/A—200,660-200,660-100%$2.7M———
Arax Advisory Partners
N/A—199,343-199,343-100%$2.6M———
Bank of Nova Scotia
N/A—171,457-171,457-100%$2.3M———
Tevis Investment Management
N/A—167,801-167,801-100%$2.3M———
Jane Street Group, LLC
N/A—163,630-163,630-100%$2.2M———
Walleye Capital LLC
N/A—159,735-159,735-100%$2.1M———
XTX Topco Ltd
N/A—158,644-158,644-100%$2.1M———
Boothbay Fund Management, LLC
N/A—149,000-149,000-100%$2.0M———
Integrated Quantitative Investments LLC
N/A—143,572-143,572-100%$1.9M———
New York State Common Retirement Fund
N/A—143,572-143,572-100%$1.9M———
Jones Financial Companies Lllp
N/A—139,095-139,095-100%$1.9M———
Caprock Group, LLC
N/A—130,795-130,795-100%$1.8M———
Nuveen, LLC
N/A—130,383-130,383-100%$1.7M———
Norges Bank
N/A—130,000-130,000-100%$1.7M———
Barometer Capital Management Inc.
N/A—123,000-123,000-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—121,336-121,336-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—119,857-119,857-100%$1.6M———
Capital Fund Management S.A.
N/A—115,981-115,981-100%$1.5M———
NorthCoast Asset Management LLC
N/A—115,811-115,811-100%$1.5M———
MML Investors Services, LLC
N/A—114,791-114,791-100%$1.5M———
Pathstone Holdings, LLC
N/A—111,018-111,018-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—107,388-107,388-100%$1.4M———
Vanguard Personalized Indexing Management, LLC
N/A—98,748-98,748-100%$1.3M———
Cerity Partners LLC
N/A—95,765-95,765-100%$1.3M———
Guggenheim Capital LLC
N/A—90,075-90,075-100%$1.2M———
UBS Asset Management Americas LLC
N/A—88,741-88,741-100%$1.2M———
Sanctuary Advisors, LLC
N/A—87,604-87,604-100%$1.2M———
Benjamin Edwards Inc
N/A—85,737-85,737-100%$1.1M———
Global Retirement Partners, LLC
N/A—82,074-82,074-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—81,223-81,223-100%$1.1M———
Vident Advisory, LLC
N/A—75,582-75,582-100%$999.6K———
Orion Porfolio Solutions, LLC
N/A—74,565-74,565-100%$986.1K———
Callan Family Office, LLC
N/A—73,131-73,131-100%$967.2K———
Focus Partners Wealth
N/A—70,267-70,267-100%$930.2K———
Engineers Gate Manager LP
N/A—68,530-68,530-100%$906.3K———
Advisory Services Network, LLC
N/A—66,551-66,551-100%$880.1K———
Arkadios Wealth Advisors
N/A—64,393-64,393-100%$851.6K———
Winton Group Ltd
N/A—60,861-60,861-100%$804.9K———
Invesco Ltd.
N/A—60,032-60,032-100%$793.9K———
Orographic Financial Advisors, LLC
N/A—58,245-58,245-100%$937———
Credit Agricole S A
N/A—58,134-58,134-100%$768.8K———
Havemeyer Place LP
N/A—56,711-56,711-100%$750.0K———
RNC Capital Management LLC
N/A—55,870-55,870-100%$738.9K———
Private Advisor Group, LLC
N/A—55,171-55,171-100%$729.6K———
Rhumbline Advisers
N/A—53,770-53,770-100%$711.1K———
IEQ Capital, LLC
N/A—52,443-52,443-100%$693.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—50,167-50,167-100%$677.2K———
Neuberger Berman Group LLC
N/A—49,029-49,029-100%$648.4K———
Foundations Investment Advisors, LLC
N/A—45,468-45,468-100%$601.3K———
Second Half Financial Partners, LLC
N/A—44,906-44,906-100%$593.9K———
Captrust Financial Advisors
N/A—42,561-42,561-100%$562.9K———
Waverly Advisors, LLC
N/A—40,347-40,347-100%$533.6K———
Quantbot Technologies LP
N/A—40,226-40,226-100%$532.0K———
WealthTrust Axiom LLC
N/A—39,158-39,158-100%$517.9K———
IFS Group,LLC
N/A—38,014-38,014-100%$502.7K———
Virtu Financial LLC
N/A—37,640-37,640-100%$498.0K———
Northwestern Mutual Wealth Management Co
N/A—36,593-36,593-100%$484.0K———
United Capital Financial Advisors, LLC
N/A—36,523-36,523-100%$483.0K———
Naviter Wealth, LLC
N/A—36,483-36,483-100%$492.3K———
Brown Advisory Inc
N/A—35,705-35,705-100%$472.2K———
Two Sigma Securities, LLC
N/A—35,627-35,627-100%$471.2K———
First Trust Advisors LP
N/A—35,574-35,574-100%$470.5K———
Franklin Resources Inc
N/A—32,874-32,874-100%$434.8K———
Equitable Holdings, Inc.
N/A—32,790-32,790-100%$433.6K———
AR Asset Management Inc
N/A—32,564-32,564-100%$430.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—32,507-32,507-100%$429.9K———
Dynamic Technology Lab Private Ltd
N/A—30,667-30,667-100%$406.0K———
Qtron Investments LLC
N/A—30,547-30,547-100%$404.0K———
Wealthspire Advisors, LLC
N/A—30,429-30,429-100%$406.3K———
Belpointe Asset Management LLC
N/A—30,174-30,174-100%$399.1K———
Copley Financial Group, Inc.
N/A—29,862-29,862-100%$394.9K———
Hudson Portfolio Management LLC
N/A—28,707-28,707-100%$379.7K———
SG Americas Securities, LLC
N/A—28,087-28,087-100%$371.0K———
Modern Wealth Management, LLC
N/A—27,644-27,644-100%$365.6K———
Glenmede Trust Co NA
N/A—27,046-27,046-100%$357.7K———
Flow Traders U.S. LLC
N/A—26,582-26,582-100%$352.0K———
Beacon Pointe Advisors, LLC
N/A—26,107-26,107-100%$345.3K———
Gabelli & Co Investment Advisers, Inc.
N/A—26,000-26,000-100%$343.9K———
Commerce Bank
N/A—25,751-25,751-100%$340.6K———
Corsair Capital Management, L.P.
N/A—25,000-25,000-100%$330.6K———
Blair William & Co
N/A—24,627-24,627-100%$325.7K———
Cetera Trust Company, N.a
N/A—24,350-24,350-100%$322.0K———
Headlands Technologies LLC
N/A—23,625-23,625-100%$312.4K———
Wellington Management Group LLP
N/A—23,624-23,624-100%$312.4K———
Summit Financial, LLC
N/A—23,596-23,596-100%$318.6K———
NewEdge Advisors, LLC
N/A—22,786-22,786-100%$301.3K———
Tidal Investments LLC
N/A—22,620-22,620-100%$299.2K———
RiverFront Investment Group, LLC
N/A—22,519-22,519-100%$297.8K———
Ballentine Partners, LLC
N/A—22,335-22,335-100%$295.4K———
Parvin Asset Management, LLC
N/A—21,550-21,550-100%$285.0K———
Blueshift Asset Management, LLC
N/A—21,375-21,375-100%$282.7K———
M&T Bank Corp
N/A—21,039-21,039-100%$277.8K———
Dynasty Wealth Management, LLC
N/A—20,989-20,989-100%$277.6K———
Mattson Financial Services, LLC
N/A—20,558-20,558-100%$321.1K———
Sivia Capital Partners, LLC
N/A—20,545-20,545-100%$271.7K———
Federation des caisses Desjardins du Quebec
N/A—20,233-20,233-100%$267.6K———
Smartleaf Asset Management LLC
N/A—20,220-20,220-100%$276.8K———
Stonebridge Financial Group, LLC
N/A—19,982-19,982-100%$264.0K———
Summit Trail Advisors, LLC
N/A—19,742-19,742-100%$261.1K———
Kingsview Wealth Management, LLC
N/A—19,272-19,272-100%$254.9K———
Fortis Capital Advisors, LLC
N/A—19,021-19,021-100%$251.6K———
Brown Financial Advisors
N/A—18,738-18,738-100%$247.8K———
PFG Investments, LLC
N/A—18,717-18,717-100%$247.5K———
Stephens Inc
N/A—18,714-18,714-100%$247.5K———
Pure Financial Advisors, LLC
N/A—18,662-18,662-100%$246.8K———
Van Diest Capital, LLC
N/A—18,032-18,032-100%$238.5K———
Advisors Asset Management, Inc.
N/A—17,822-17,822-100%$235.7K———
Thornburg Investment Management Inc
N/A—17,164-17,164-100%$227.0K———
Regatta Research & Money Management
N/A—15,822-15,822-100%$209.2K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—15,384-15,384-100%$203.5K———
Bleakley Financial Group, LLC
N/A—15,139-15,139-100%$200.2K———
Wallace Capital Management Inc.
N/A—15,000-15,000-100%$198.4K———
Bayesian Capital Management, LP
N/A—15,000-15,000-100%$198.4K———
FOX RUN Management, L.L.C.
N/A—14,940-14,940-100%$197.6K———
Checchi Capital Advisers, LLC
N/A—14,650-14,650-100%$193.7K———
Venturi Wealth Management, LLC
N/A—14,495-14,495-100%$191.7K———
NorthRock Partners, LLC
N/A—14,469-14,469-100%$191.4K———
Syon Capital LLC
N/A—14,180-14,180-100%$187.5K———
Kickstand Ventures, Llc.
N/A—14,091-14,091-100%$186.4K———
Ingalls & Snyder LLC
N/A—14,000-14,000-100%$185.0K———
Beto Financial Group, LLC
N/A—13,818-13,818-100%$212.8K———
Vestmark Advisory Solutions, Inc.
N/A—13,397-13,397-100%$177.2K———
Ellevest, Inc.
N/A—13,341-13,341-100%$174.6K———
Fort Sheridan Advisors LLC
N/A—13,084-13,084-100%$173.0K———
PCM Encore, LLC
N/A—12,925-12,925-100%$170.9K———
EntryPoint Capital, LLC
N/A—11,699-11,699-100%$154.7K———
Envestnet Portfolio Solutions, Inc.
N/A—11,671-11,671-100%$154.4K———
Independent Advisor Alliance
N/A—11,600-11,600-100%$153.4K———
MAI Capital Management
N/A—11,470-11,470-100%$152.3K———
Cofg Advisors, LLC
N/A—11,151-11,151-100%$147.5K———
Flputnam Investment Management Co
N/A—11,118-11,118-100%$147.0K———
Holderness Investments Co
N/A—10,931-10,931-100%$144.6K———
HSBC Holdings PLC
N/A—10,923-10,923-100%$143.9K———
AE Wealth Management LLC
N/A—10,879-10,879-100%$143.9K———
Hexagon Capital Partners LLC
N/A—10,481-10,481-100%$138.6K———
EP Wealth Advisors, LLC
N/A—10,405-10,405-100%$137.6K———
Westport Asset Management Inc
N/A—8,989-8,989-100%$118.9K———
Rothschild Investment LLC
N/A—8,674-8,674-100%$114.7K———
Clear Street Group Inc.
N/A—6,620-6,620-100%$0———
Atlas Capital Advisors Inc.
N/A—6,209-6,209-100%$82.1K———
BFC Planning, Inc.
N/A—5,914-5,914-100%$78.2K———
Blue Owl Capital Holdings LP
N/A—5,371-5,371-100%$71.0K———
Harbour Investments, Inc.
N/A—4,805-4,805-100%$63.5K———
Brown Brothers Harriman & Co
N/A—4,035-4,035-100%$53.4K———
Ameritas Advisory Services, LLC
N/A—3,429-3,429-100%$45.3K———
SOA Wealth Advisors, Llc.
N/A—2,364-2,364-100%$31.3K———
Fourth Dimension Wealth, LLC
N/A—2,251-2,251-100%$29.8K———
Savvy Advisors, Inc.
N/A—1,830-1,830-100%$24.2K———
WealthCollab, LLC
N/A—1,649-1,649-100%$21.8K———
Atlantic Union Bankshares Corp
N/A—1,631-1,631-100%$21.6K———
CoreFirst Bank & Trust
N/A—1,600-1,600-100%$21.2K———
Continuum Advisory, LLC
N/A—1,526-1,526-100%$20.2K———
Caldwell Sutter Capital, Inc.
N/A—1,242-1,242-100%$16.4K———
SHP Wealth Management
N/A—1,117-1,117-100%$14.8K———
Huntington National Bank
N/A—914-914-100%$12.1K———
Basecamp Wealth Advisors LLC
N/A—894-894-100%$11.8K———
BNP Paribas Asset Management Holding S.A.
N/A—810-810-100%$10.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—749-749-100%$9.9K———
ST Germain D J Co Inc
N/A—728-728-100%$9.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—693-693-100%$9.2K———
Godfrey Financial Associates, Inc.
N/A—662-662-100%$8.8K———
Prestige Wealth Management Group LLC
N/A—644-644-100%$8.5K———
Aberdeen Wealth Management LLC
N/A—632-632-100%$8.4K———
GW&K Investment Management, LLC
N/A—592-592-100%$8———
Heritage Wealth Advisors
N/A—477-477-100%$6.3K———
Ameriflex Group, Inc.
N/A—465-465-100%$6.1K———
Leo H. Evart, Inc.
N/A—454-454-100%$6.0K———
Park Place Capital Corp
N/A—442-442-100%$5.8K———
Bogart Wealth, LLC
N/A—430-430-100%$5.7K———
Financial Gravity Companies, Inc.
N/A—381-381-100%$5.0K———
Manning & Napier Advisors LLC
N/A—357-357-100%$4.9K———
McMillan Office, Inc.
N/A—357-357-100%$4.7K———
Nova Wealth Management, Inc.
N/A—314-314-100%$4.2K———
Napier Financial, LLC
N/A—302-302-100%$4.0K———
Transamerica Financial Advisors, LLC
N/A—291-291-100%$3.9K———
Raffa Wealth Management, LLC
N/A—286-286-100%$3.8K———
Bruce G. Allen Investments, LLC
N/A—267-267-100%$3.5K———
Millstone Evans Group, LLC
N/A—240-240-100%$3.2K———
BOK Financial Private Wealth, Inc.
N/A—235-235-100%$3.2K———
LRI Investments, LLC
N/A—208-208-100%$2.7K———
Bartlett & Co. Wealth Management LLC
N/A—200-200-100%$2.7K———
Smithfield Trust Co
N/A—185-185-100%$3———
Vanguard National Trust Co
N/A—176-176-100%$2.3K———
Kilter Group LLC
N/A—163-163-100%$2.2K———
Steigerwald, Gordon & Koch Inc.
N/A—162-162-100%$2.1K———
Measured Wealth Private Client Group, LLC
N/A—150-150-100%$2.0K———
Benson Wealth Management Inc
N/A—142-142-100%$1.9K———
IMA Advisory Services, Inc.
N/A—137-137-100%$1.9K———
Johnson Financial Group, Inc.
N/A—133-133-100%$1.8K———
Cornerstone Financial Management LLC
N/A—116-116-100%$1.5K———
Fiduciary Financial Advisors
N/A—113-113-100%$1.5K———
PlanVest Financial, Inc
N/A—100-100-100%$1.3K———
Glen Eagle Advisors, LLC
N/A—91-91-100%$1.2K———
Providence Capital Advisors, LLC
N/A—73-73-100%$966———
HM Payson & Co
N/A—67-67-100%$887———
Colonial Trust Advisors
N/A—54-54-100%$714———
Davis Asset Management, L.P.
N/A—47-47-100%$621———
Game Plan Financial Advisors, LLC
N/A—36-36-100%$476———
Horizon Investments, LLC
N/A—35-35-100%$463———
Front Row Advisors LLC
N/A—33-33-100%$525———
Strategic Wealth Partners, Ltd.
N/A—32-32-100%$423———
Marshall Investment Management, LLC
N/A—31-31-100%$410———
Boreal Capital Management LLC
N/A—31-31-100%$418———
ESL Trust Services, LLC
N/A—23-23-100%$304———
HighMark Wealth Management LLC
N/A—14-14-100%$185———
Strategic Investment Solutions, Inc.
N/A—14-14-100%$185———
Cheviot Value Management, LLC
N/A—14-14-100%$185———
Highland Investment Advisors LLC
N/A—14-14-100%$185———
TD Capital Management LLC
N/A—14-14-100%$188———
MidFirst Bank
N/A—11-11-100%$145———
Allied Private Wealth LLC
N/A—4-4-100%$54———
Tidemark, LLC
N/A—2-2-100%$25———
Showing 620 of 620 institutions