Wells Fargo & Company (WFC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Russell Investments Group, Ltd.

UNCHANGED

Shares5,904,000 from 5,904,000

Change0 (0%)

Value$6.4M (-$460.6K)

Filed 2026-11-06

Union Bancaire Privee, UBP SA

NEW

Shares3,967,900

Change+3,967,900

Value$1.1K

Filed 2026-11-04

Stonebridge Advisors LLC

DECREASED

Shares55,517 from 59,744

Change-4,227 (-7%)

Value$59.9M (-$9.2M)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares26,891 from 30,884

Change-3,993 (-13%)

Value$29.0K (-$6.7K)

Filed 2026-11-05

Pier 88 Investment Partners LLC

INCREASED

Shares17,780 from 16,280

Change+1,500 (+9%)

Value$19.2M (+$348.5K)

Filed 2026-11-06

Mackay Shields LLC

INCREASED

Shares14,756 from 14,748

Change+8 (+0%)

Value$15.9M (-$1.2M)

Filed 2026-10-13

Galvin, Gaustad & Stein, LLC

DECREASED

Shares13,050 from 13,266

Change-216 (-2%)

Value$14.1M (-$1.3M)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares9,198 from 6,889

Change+2,309 (+34%)

Value$9.9M (+$2.0M)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares8,428 from 8,124

Change+304 (+4%)

Value$9.1M (-$306.1K)

Filed 2026-11-06

Rational Advisors, Inc.

UNCHANGED

Shares8,200 from 8,200

Change0 (0%)

Value$8.8M (-$639.7K)

Filed 2026-11-02

KCM Investment Advisors LLC

DECREASED

Shares7,969 from 10,887

Change-2,918 (-27%)

Value$8.6M (-$4.0M)

Filed 2026-10-27

Phraction Management LLC

INCREASED

Shares7,616 from 6,522

Change+1,094 (+17%)

Value$8.2M (+$671.6K)

Filed 2026-10-14

Conning Inc.

UNCHANGED

Shares7,490 from 7,490

Change0 (0%)

Value$8.1M (-$580.6K)

Filed 2026-10-27

Penn Mutual Asset Management

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$6.5M (-$468.1K)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares3,485 from 3,262

Change+223 (+7%)

Value$3.8M (-$15.9K)

Filed 2026-10-08

Spectrum Asset Management, Inc.

UNCHANGED

Shares3,437 from 3,437

Change0 (0%)

Value$3.7M (-$268.1K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares3,033 from 3,450

Change-417 (-12%)

Value$3.3K (-$718)

Filed 2026-11-02

Deroy & Devereaux Private Investment Counsel Inc

UNCHANGED

Shares2,913 from 2,913

Change0 (0%)

Value$3.1K (-$227)

Filed 2026-10-26

Aegon USA Investment Management, LLC

UNCHANGED

Shares2,870 from 2,870

Change0 (0%)

Value$3.1M (-$274.0K)

Filed 2026-10-30

Edgemoor Investment Advisors, Inc.

DECREASED

Shares2,732 from 2,901

Change-169 (-6%)

Value$2.9M (-$408.7K)

Filed 2026-11-03

Hudson Capital Management LLC

DECREASED

Shares2,507 from 5,066

Change-2,559 (-51%)

Value$2.7M (-$3.2M)

Filed 2026-10-20

Calamos Advisors LLC

UNCHANGED

Shares2,063 from 2,063

Change0 (0%)

Value$2.2M (-$160.9K)

Filed 2026-11-02

Norris Perne & French LLP

DECREASED

Shares2,023 from 3,073

Change-1,050 (-34%)

Value$2.2M (-$1.4M)

Filed 2026-10-23

Everett Harris & Co

INCREASED

Shares1,606 from 1,585

Change+21 (+1%)

Value$1.7M (-$101.0K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares1,518 from 3,617

Change-2,099 (-58%)

Value$1.6M (-$2.5M)

Filed 2026-11-02

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,494 from 1,494

Change0 (0%)

Value$1.6M (-$116.5K)

Filed 2026-10-23

McHugh Group, LLC

DECREASED

Shares1,465 from 1,584

Change-119 (-8%)

Value$1.6M (-$252.0K)

Filed 2026-10-19

Montag A & Associates Inc

UNCHANGED

Shares1,404 from 1,404

Change0 (0%)

Value$1.5M (-$109.5K)

Filed 2026-10-29

Truist Financial Corp

INCREASED

Shares1,302 from 1,283

Change+19 (+1%)

Value$1.4M (-$79.6K)

Filed 2026-10-30

AGF Management LTD

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$1.4M (-$101.4K)

Filed 2026-11-03

Apella Capital, LLC

DECREASED

Shares1,217 from 1,219

Change-2 (0%)

Value$1.3M (-$133.0K)

Filed 2026-10-08

Magnus Financial Group LLC

UNCHANGED

Shares1,142 from 1,142

Change0 (0%)

Value$1.2M (-$89.1K)

Filed 2026-10-21

Asset Allocation & Management Company, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$1.2K (-$88)

Filed 2026-10-13

D.A. Davidson & Co.

INCREASED

Shares1,091 from 1,042

Change+49 (+5%)

Value$1.2M (-$28.4K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares1,053 from 2,066

Change-1,013 (-49%)

Value$1.1M (-$1.3M)

Filed 2026-10-13

Marathon Capital Management

UNCHANGED

Shares1,014 from 1,014

Change0 (0%)

Value$1.1M (-$79.1K)

Filed 2026-10-23

BOS Asset Management, LLC

INCREASED

Shares928 from 658

Change+270 (+41%)

Value$1.0M (+$240.0K)

Filed 2026-10-09

US Bancorp \de\

UNCHANGED

Shares905 from 905

Change0 (0%)

Value$976.5K (-$70.6K)

Filed 2026-11-05

Cove Private Wealth, LLC

UNCHANGED

Shares888 from 888

Change0 (0%)

Value$958.1K (-$69.3K)

Filed 2026-10-28

Ritholtz Wealth Management

UNCHANGED

Shares860 from 860

Change0 (0%)

Value$927.9K (-$67.1K)

Filed 2026-11-05

Shrier Wealth Management, LLC

DECREASED

Shares855 from 932

Change-77 (-8%)

Value$922.1K (-$155.9K)

Filed 2026-10-20

MeadowBrook Investment Advisors LLC

DECREASED

Shares834 from 868

Change-34 (-4%)

Value$884.2K (-$120.0K)

Filed 2026-10-29

LexAurum Advisors, LLC

DECREASED

Shares827 from 935

Change-108 (-12%)

Value$892.3K (-$189.5K)

Filed 2026-10-19

Income Research & Management

UNCHANGED

Shares803 from 803

Change0 (0%)

Value$865.0K (-$64.1K)

Filed 2026-10-21

High Point Wealth Management, LLC

DECREASED

Shares790 from 955

Change-165 (-17%)

Value$852.4K (-$252.5K)

Filed 2026-11-05

Central Pacific Bank - Trust Division

UNCHANGED

Shares783 from 783

Change0 (0%)

Value$844.8K (-$61.1K)

Filed 2026-10-06

Founders Capital Management, LLC

UNCHANGED

Shares741 from 741

Change0 (0%)

Value$799.5K (-$57.8K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares699 from 699

Change0 (0%)

Value$809.1K ($0)

Filed 2026-11-06

Pennsylvania Capital Management Inc

DECREASED

Shares619 from 621

Change-2 (0%)

Value$667.9K (-$50.6K)

Filed 2026-11-05

Islay Capital Management, LLC

UNCHANGED

Shares595 from 595

Change0 (0%)

Value$642.0K (-$46.4K)

Filed 2026-10-20

International Assets Investment Management, LLC

UNCHANGED

Shares579 from 579

Change0 (0%)

Value$624.7K (-$49.2K)

Filed 2026-11-02

Seelaus Asset Management LLC

DECREASED

Shares573 from 674

Change-101 (-15%)

Value$618.3K (-$161.6K)

Filed 2026-10-14

Independent Wealth Network Inc.

INCREASED

Shares560 from 551

Change+9 (+2%)

Value$604.7K (-$33.0K)

Filed 2026-10-19

Creative Planning

INCREASED

Shares540 from 531

Change+9 (+2%)

Value$582.0K (-$31.9K)

Filed 2026-11-02

Pathway Financial Advisers, LLC

DECREASED

Shares500 from 505

Change-5 (-1%)

Value$539.9K (-$44.8K)

Filed 2026-10-27

Chilton Capital Management LLC

DECREASED

Shares482 from 486

Change-4 (-1%)

Value$520.1K (-$42.2K)

Filed 2026-10-28

Patriot Financial Group Insurance Agency, LLC

UNCHANGED

Shares461 from 461

Change0 (0%)

Value$497.4K (-$36.0K)

Filed 2026-10-14

Apollon Financial, LLC

DECREASED

Shares454 from 507

Change-53 (-10%)

Value$490.2K (-$96.9K)

Filed 2026-10-23

Wedbush Securities Inc

INCREASED

Shares425 from 397

Change+28 (+7%)

Value$459 ($0)

Filed 2026-10-22

Pekin Hardy Strauss, Inc.

DECREASED

Shares404 from 429

Change-25 (-6%)

Value$435.9K (-$60.4K)

Filed 2026-11-02

WoodTrust Financial Corp

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$432 (-$31)

Filed 2026-10-09

Virtue Asset Management LLC

UNCHANGED

Shares388 from 388

Change0 (0%)

Value$418.6K (-$30.3K)

Filed 2026-10-21

Aull & Monroe Investment Management Corp

UNCHANGED

Shares354 from 354

Change0 (0%)

Value$382.0K (-$27.6K)

Filed 2026-10-16

Citigroup Inc

INCREASED

Shares343 from 6

Change+337 (+5617%)

Value$370.1K (+$363.2K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares323 from 214

Change+109 (+51%)

Value$348.5K (+$100.9K)

Filed 2026-11-06

Woodard & Co Asset Management Group Inc

INCREASED

Shares321 from 290

Change+31 (+11%)

Value$346.4K (+$10.8K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares307 from 340

Change-33 (-10%)

Value$331.2K (-$61.5K)

Filed 2026-11-05

Thrive Wealth Management, LLC

UNCHANGED

Shares299 from 299

Change0 (0%)

Value$322.6K (-$23.3K)

Filed 2026-10-13

StoneX Group Inc.

NEW

Shares283

Change+283

Value$321.3K

Filed 2026-11-03

Moneco Advisors, LLC

DECREASED

Shares258 from 305

Change-47 (-15%)

Value$278.4K (-$74.5K)

Filed 2026-11-05

Evanson Financial, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$269.7K (-$19.5K)

Filed 2026-10-23

Crew Capital Management, Ltd

UNCHANGED

Shares235 from 235

Change0 (0%)

Value$253.6K (-$18.3K)

Filed 2026-10-28

Chicago Partners Investment Group LLC

DECREASED

Shares225 from 481

Change-256 (-53%)

Value$240.7K (-$324.0K)

Filed 2026-10-27

First County Bank

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$242.4K (-$18.0K)

Filed 2026-10-13

Sjbenen Advisory, LLC

DECREASED

Shares218 from 532

Change-314 (-59%)

Value$235.2K (-$383.4K)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares218 from 218

Change0 (0%)

Value$235.5K (-$17.0K)

Filed 2026-10-20

Choreo, LLC

INCREASED

Shares196 from 194

Change+2 (+1%)

Value$211.4K (-$13.5K)

Filed 2026-10-28

Global Trust Asset Management, LLC

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$205.0K (-$14.8K)

Filed 2026-10-19

AlphaCore Capital LLC

UNCHANGED

Shares159 from 159

Change0 (0%)

Value$171.6K (-$12.4K)

Filed 2026-11-04

Hamilton Point Investment Advisors, LLC

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$145.7K (-$10.5K)

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$127.1K (-$9.4K)

Filed 2026-11-03

Golden State Wealth Management, LLC

INCREASED

Shares104 from 91

Change+13 (+14%)

Value$112.2K (+$6.9K)

Filed 2026-11-02

Powell Investment Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$107.9K (-$7.8K)

Filed 2026-10-22

Rossby Financial, LCC

NEW

Shares81

Change+81

Value$87.4K

Filed 2026-11-05

Ulland Investment Advisors, LLC

DECREASED

Shares64 from 72

Change-8 (-11%)

Value$69 (-$14)

Filed 2026-10-13

Angeles Wealth Management, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$64.6K (-$4.8K)

Filed 2026-10-26

Blue Trust, Inc.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$62.6K (-$4.5K)

Filed 2026-10-15

IFP Advisors, Inc

INCREASED

Shares57 from 15

Change+42 (+280%)

Value$61.5K (+$44.1K)

Filed 2026-10-16

Triumph Capital Management

INCREASED

Shares50 from 9

Change+41 (+456%)

Value$54.2K (+$43.2K)

Filed 2026-10-14

Caldwell Trust Co

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$48.6K (-$3.5K)

Filed 2026-10-30

Spire Wealth Management

INCREASED

Shares41 from 2

Change+39 (+1950%)

Value$44.2K (+$41.9K)

Filed 2026-10-30

Beacon Financial Strategies Corp

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$43.2K (-$3.1K)

Filed 2026-10-14

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$39.9K (-$2.9K)

Filed 2026-10-07

Ashton Thomas Securities, LLC

NEW

Shares34

Change+34

Value$36.7K

Filed 2026-10-26

Union Savings Bank

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$34.5K (-$2.5K)

Filed 2026-10-14

Lanark Financial, Inc.

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$30.2K (-$2.2K)

Filed 2026-10-26

Albion Financial Group

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$27.0K (-$2.0K)

Filed 2026-10-21

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$27.0K (-$2.0K)

Filed 2026-10-13

Grove Bank & Trust

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$27.0K (-$2.0K)

Filed 2026-10-08

Capital Investment Advisory Services, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$21.6K (-$1.6K)

Filed 2026-10-30

Mather Group, Llc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$17.3K (-$1.2K)

Filed 2026-10-14

Entrust Financial LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$14.0K (-$1.0K)

Filed 2026-11-04

Noble Wealth Management PBC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$13.9K (-$761)

Filed 2026-10-01

GGM Financial LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$12.9K (-$936)

Filed 2026-11-05

Parallel Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$10.8K (-$780)

Filed 2026-11-03

SBK Financial, Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$8.6K (-$624)

Filed 2026-11-02

Activest Wealth Management

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$7.6K (-$546)

Filed 2026-10-15

GHP Investment Advisors, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$6.5K (-$468)

Filed 2026-10-15

Catherine Avery Investment Management LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$5.4K (-$390)

Filed 2026-10-14

Center for Financial Planning, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$5.4K (-$391)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$5.4K (-$390)

Filed 2026-11-04

American Capital Advisory, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$3.2K (-$234)

Filed 2026-10-28

Mascoma Wealth Management LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$3.2K (-$234)

Filed 2026-10-23

North Star Investment Management Corp.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$2.2K (-$156)

Filed 2026-10-27

Benson Investment Management Company, Inc.

CLOSED

Shares0 from 615

Change-615 (-100%)

Value$0 (-$711.6K)

Filed 2026-10-13

RDA Financial Network

CLOSED

Shares0 from 306

Change-306 (-100%)

Value$0 (-$354.0K)

Filed 2026-10-15

Newman Dignan & Sheerar, Inc.

CLOSED

Shares0 from 280

Change-280 (-100%)

Value$0 (-$324.2K)

Filed 2026-10-21

HB Wealth Management, LLC

CLOSED

Shares0 from 209

Change-209 (-100%)

Value$0 (-$241.8K)

Filed 2026-10-23

SAX Wealth Advisors, LLC

CLOSED

Shares0 from 195

Change-195 (-100%)

Value$0 (-$225.2K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$13.2K)

Filed 2026-10-16

Verition Fund Management LLC

N/A

Shares— from 19,129,000

Change-19,129,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 574,721

Change-574,721 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 270,223

Change-270,223 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 158,555

Change-158,555 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 156,000

Change-156,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 152,080

Change-152,080 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 74,026

Change-74,026 (-100%)

Value—

State Street Corp

N/A

Shares— from 59,858

Change-59,858 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 56,500

Change-56,500 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 53,940

Change-53,940 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 46,731

Change-46,731 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 46,014

Change-46,014 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 45,288

Change-45,288 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 41,968

Change-41,968 (-100%)

Value—

FMR LLC

N/A

Shares— from 41,074

Change-41,074 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 34,207

Change-34,207 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 28,528

Change-28,528 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 25,922

Change-25,922 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 25,741

Change-25,741 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 18,266

Change-18,266 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 16,774

Change-16,774 (-100%)

Value—

New England Asset Management Inc

N/A

Shares— from 13,275

Change-13,275 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 10,594

Change-10,594 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 9,738

Change-9,738 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 9,386

Change-9,386 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,118

Change-9,118 (-100%)

Value—

Crawford Investment Counsel Inc

N/A

Shares— from 8,465

Change-8,465 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,253

Change-8,253 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,207

Change-8,207 (-100%)

Value—

RB Capital Management, LLC

N/A

Shares— from 8,167

Change-8,167 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 6,912

Change-6,912 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 6,133

Change-6,133 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 5,383

Change-5,383 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5,095

Change-5,095 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 5,049

Change-5,049 (-100%)

Value—

Whalerock Point Partners, LLC

N/A

Shares— from 5,025

Change-5,025 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 5,013

Change-5,013 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,542

Change-4,542 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 4,473

Change-4,473 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 4,451

Change-4,451 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 4,420

Change-4,420 (-100%)

Value—

Knightsbridge Asset Management, LLC

N/A

Shares— from 4,283

Change-4,283 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 3,931

Change-3,931 (-100%)

Value—

Seven Springs Wealth Group, LLC

N/A

Shares— from 3,628

Change-3,628 (-100%)

Value—

LM Advisors LLC

N/A

Shares— from 3,458

Change-3,458 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 3,366

Change-3,366 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 3,324

Change-3,324 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 3,203

Change-3,203 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 2,627

Change-2,627 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 2,485

Change-2,485 (-100%)

Value—

Chilton Investment Co Inc.

N/A

Shares— from 2,379

Change-2,379 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 2,339

Change-2,339 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 2,331

Change-2,331 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 2,271

Change-2,271 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,071

Change-2,071 (-100%)

Value—

Summitry LLC

N/A

Shares— from 2,053

Change-2,053 (-100%)

Value—

JRM Investment Counsel, LLC

N/A

Shares— from 1,881

Change-1,881 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 1,740

Change-1,740 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 1,526

Change-1,526 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,524

Change-1,524 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 1,462

Change-1,462 (-100%)

Value—

Bowie Capital Management, LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,298

Change-1,298 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,254

Change-1,254 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,238

Change-1,238 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 1,236

Change-1,236 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 1,191

Change-1,191 (-100%)

Value—

&partners

N/A

Shares— from 1,165

Change-1,165 (-100%)

Value—

Wittenberg Investment Management, Inc.

N/A

Shares— from 1,158

Change-1,158 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,111

Change-1,111 (-100%)

Value—

Schnieders Capital Management, Llc.

N/A

Shares— from 1,033

Change-1,033 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,006

Change-1,006 (-100%)

Value—

Paradigm Capital Management, LLC

N/A

Shares— from 951

Change-951 (-100%)

Value—

Kelly Lawrence W & Associates Inc

N/A

Shares— from 845

Change-845 (-100%)

Value—

Momentum Wealth Planning, LLC

N/A

Shares— from 841

Change-841 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 830

Change-830 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 795

Change-795 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 791

Change-791 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 777

Change-777 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 745

Change-745 (-100%)

Value—

Aristotle Capital Management, LLC

N/A

Shares— from 650

Change-650 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 642

Change-642 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 621

Change-621 (-100%)

Value—

EWA, LLC

N/A

Shares— from 601

Change-601 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 575

Change-575 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 571

Change-571 (-100%)

Value—

Venator Management LLC

N/A

Shares— from 550

Change-550 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 550

Change-550 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 465

Change-465 (-100%)

Value—

Ingalls & Snyder LLC

N/A

Shares— from 456

Change-456 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 445

Change-445 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 444

Change-444 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 414

Change-414 (-100%)

Value—

Black Swift Group, LLC

N/A

Shares— from 370

Change-370 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 362

Change-362 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 353

Change-353 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

Dorsey & Whitney Trust Co LLC

N/A

Shares— from 314

Change-314 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 308

Change-308 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 288

Change-288 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 276

Change-276 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 275

Change-275 (-100%)

Value—

Bearing Point Capital, LLC

N/A

Shares— from 273

Change-273 (-100%)

Value—

Virtus Fixed Income Advisers, LLC

N/A

Shares— from 272

Change-272 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 272

Change-272 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 265

Change-265 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 265

Change-265 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 262

Change-262 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 259

Change-259 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 234

Change-234 (-100%)

Value—

Bank of Marin

N/A

Shares— from 233

Change-233 (-100%)

Value—

WFA of San Diego, LLC

N/A

Shares— from 232

Change-232 (-100%)

Value—

Oberweis Asset Management Inc/

N/A

Shares— from 225

Change-225 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 223

Change-223 (-100%)

Value—

Inkwell Capital LLC

N/A

Shares— from 219

Change-219 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 218

Change-218 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 209

Change-209 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 150

Change-150 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 93

Change-93 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 74

Change-74 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Anchor Bay Capital, Inc.

N/A

Shares— from 65

Change-65 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 44

Change-44 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 40

Change-40 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 33

Change-33 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 24

Change-24 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 14

Change-14 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 10

Change-10 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 10

Change-10 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Russell Investments Group, Ltd.	UNCHANGED	5,904,000	5,904,000	0	0%	$6.8M	$6.4M	-$460.6K	2026-11-06
Union Bancaire Privee, UBP SA	NEW	3,967,900	—	+3,967,900	—	—	$1.1K	—	2026-11-04
Stonebridge Advisors LLC	DECREASED	55,517	59,744	-4,227	-7%	$69.1M	$59.9M	-$9.2M	2026-11-06
Thrivent Financial for Lutherans	DECREASED	26,891	30,884	-3,993	-13%	$35.7K	$29.0K	-$6.7K	2026-11-05
Pier 88 Investment Partners LLC	INCREASED	17,780	16,280	+1,500	+9%	$18.8M	$19.2M	+$348.5K	2026-11-06
Mackay Shields LLC	INCREASED	14,756	14,748	+8	+0%	$17.1M	$15.9M	-$1.2M	2026-10-13
Galvin, Gaustad & Stein, LLC	DECREASED	13,050	13,266	-216	-2%	$15.3M	$14.1M	-$1.3M	2026-10-08
Kestra Advisory Services, LLC	INCREASED	9,198	6,889	+2,309	+34%	$8.0M	$9.9M	+$2.0M	2026-11-02
LPL Financial LLC	INCREASED	8,428	8,124	+304	+4%	$9.4M	$9.1M	-$306.1K	2026-11-06
Rational Advisors, Inc.	UNCHANGED	8,200	8,200	0	0%	$9.5M	$8.8M	-$639.7K	2026-11-02
KCM Investment Advisors LLC	DECREASED	7,969	10,887	-2,918	-27%	$12.6M	$8.6M	-$4.0M	2026-10-27
Phraction Management LLC	INCREASED	7,616	6,522	+1,094	+17%	$7.5M	$8.2M	+$671.6K	2026-10-14
Conning Inc.	UNCHANGED	7,490	7,490	0	0%	$8.7M	$8.1M	-$580.6K	2026-10-27
Penn Mutual Asset Management	UNCHANGED	6,000	6,000	0	0%	$6.9M	$6.5M	-$468.1K	2026-10-19
Farther Finance Advisors, LLC	INCREASED	3,485	3,262	+223	+7%	$3.8M	$3.8M	-$15.9K	2026-10-08
Spectrum Asset Management, Inc.	UNCHANGED	3,437	3,437	0	0%	$4.0M	$3.7M	-$268.1K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	3,033	3,450	-417	-12%	$4.0K	$3.3K	-$718	2026-11-02
Deroy & Devereaux Private Investment Counsel Inc	UNCHANGED	2,913	2,913	0	0%	$3.4K	$3.1K	-$227	2026-10-26
Aegon USA Investment Management, LLC	UNCHANGED	2,870	2,870	0	0%	$3.3M	$3.1M	-$274.0K	2026-10-30
Edgemoor Investment Advisors, Inc.	DECREASED	2,732	2,901	-169	-6%	$3.4M	$2.9M	-$408.7K	2026-11-03
Hudson Capital Management LLC	DECREASED	2,507	5,066	-2,559	-51%	$5.9M	$2.7M	-$3.2M	2026-10-20
Calamos Advisors LLC	UNCHANGED	2,063	2,063	0	0%	$2.4M	$2.2M	-$160.9K	2026-11-02
Norris Perne & French LLP	DECREASED	2,023	3,073	-1,050	-34%	$3.6M	$2.2M	-$1.4M	2026-10-23
Everett Harris & Co	INCREASED	1,606	1,585	+21	+1%	$1.8M	$1.7M	-$101.0K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	1,518	3,617	-2,099	-58%	$4.2M	$1.6M	-$2.5M	2026-11-02
Wilmington Savings Fund Society, FSB	UNCHANGED	1,494	1,494	0	0%	$1.7M	$1.6M	-$116.5K	2026-10-23
McHugh Group, LLC	DECREASED	1,465	1,584	-119	-8%	$1.8M	$1.6M	-$252.0K	2026-10-19
Montag A & Associates Inc	UNCHANGED	1,404	1,404	0	0%	$1.6M	$1.5M	-$109.5K	2026-10-29
Truist Financial Corp	INCREASED	1,302	1,283	+19	+1%	$1.5M	$1.4M	-$79.6K	2026-10-30
AGF Management LTD	UNCHANGED	1,300	1,300	0	0%	$1.5M	$1.4M	-$101.4K	2026-11-03
Apella Capital, LLC	DECREASED	1,217	1,219	-2	0%	$1.4M	$1.3M	-$133.0K	2026-10-08
Magnus Financial Group LLC	UNCHANGED	1,142	1,142	0	0%	$1.3M	$1.2M	-$89.1K	2026-10-21
Asset Allocation & Management Company, LLC	UNCHANGED	1,100	1,100	0	0%	$1.3K	$1.2K	-$88	2026-10-13
D.A. Davidson & Co.	INCREASED	1,091	1,042	+49	+5%	$1.2M	$1.2M	-$28.4K	2026-10-28
Wealth Enhancement Advisory Services, LLC	DECREASED	1,053	2,066	-1,013	-49%	$2.4M	$1.1M	-$1.3M	2026-10-13
Marathon Capital Management	UNCHANGED	1,014	1,014	0	0%	$1.2M	$1.1M	-$79.1K	2026-10-23
BOS Asset Management, LLC	INCREASED	928	658	+270	+41%	$761.3K	$1.0M	+$240.0K	2026-10-09
US Bancorp \de\	UNCHANGED	905	905	0	0%	$1.0M	$976.5K	-$70.6K	2026-11-05
Cove Private Wealth, LLC	UNCHANGED	888	888	0	0%	$1.0M	$958.1K	-$69.3K	2026-10-28
Ritholtz Wealth Management	UNCHANGED	860	860	0	0%	$995.0K	$927.9K	-$67.1K	2026-11-05
Shrier Wealth Management, LLC	DECREASED	855	932	-77	-8%	$1.1M	$922.1K	-$155.9K	2026-10-20
MeadowBrook Investment Advisors LLC	DECREASED	834	868	-34	-4%	$1.0M	$884.2K	-$120.0K	2026-10-29
LexAurum Advisors, LLC	DECREASED	827	935	-108	-12%	$1.1M	$892.3K	-$189.5K	2026-10-19
Income Research & Management	UNCHANGED	803	803	0	0%	$929.0K	$865.0K	-$64.1K	2026-10-21
High Point Wealth Management, LLC	DECREASED	790	955	-165	-17%	$1.1M	$852.4K	-$252.5K	2026-11-05
Central Pacific Bank - Trust Division	UNCHANGED	783	783	0	0%	$905.9K	$844.8K	-$61.1K	2026-10-06
Founders Capital Management, LLC	UNCHANGED	741	741	0	0%	$857.3K	$799.5K	-$57.8K	2026-10-23
Allworth Financial LP	UNCHANGED	699	699	0	0%	$809.1K	$809.1K	$0	2026-11-06
Pennsylvania Capital Management Inc	DECREASED	619	621	-2	0%	$718.5K	$667.9K	-$50.6K	2026-11-05
Islay Capital Management, LLC	UNCHANGED	595	595	0	0%	$688.4K	$642.0K	-$46.4K	2026-10-20
International Assets Investment Management, LLC	UNCHANGED	579	579	0	0%	$674.0K	$624.7K	-$49.2K	2026-11-02
Seelaus Asset Management LLC	DECREASED	573	674	-101	-15%	$779.8K	$618.3K	-$161.6K	2026-10-14
Independent Wealth Network Inc.	INCREASED	560	551	+9	+2%	$637.7K	$604.7K	-$33.0K	2026-10-19
Creative Planning	INCREASED	540	531	+9	+2%	$613.9K	$582.0K	-$31.9K	2026-11-02
Pathway Financial Advisers, LLC	DECREASED	500	505	-5	-1%	$584.7K	$539.9K	-$44.8K	2026-10-27
Chilton Capital Management LLC	DECREASED	482	486	-4	-1%	$562.3K	$520.1K	-$42.2K	2026-10-28
Patriot Financial Group Insurance Agency, LLC	UNCHANGED	461	461	0	0%	$533.4K	$497.4K	-$36.0K	2026-10-14
Apollon Financial, LLC	DECREASED	454	507	-53	-10%	$587.1K	$490.2K	-$96.9K	2026-10-23
Wedbush Securities Inc	INCREASED	425	397	+28	+7%	$459	$459	$0	2026-10-22
Pekin Hardy Strauss, Inc.	DECREASED	404	429	-25	-6%	$496.4K	$435.9K	-$60.4K	2026-11-02
WoodTrust Financial Corp	UNCHANGED	400	400	0	0%	$463	$432	-$31	2026-10-09
Virtue Asset Management LLC	UNCHANGED	388	388	0	0%	$448.9K	$418.6K	-$30.3K	2026-10-21
Aull & Monroe Investment Management Corp	UNCHANGED	354	354	0	0%	$409.6K	$382.0K	-$27.6K	2026-10-16
Citigroup Inc	INCREASED	343	6	+337	+5617%	$6.9K	$370.1K	+$363.2K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	323	214	+109	+51%	$247.6K	$348.5K	+$100.9K	2026-11-06
Woodard & Co Asset Management Group Inc	INCREASED	321	290	+31	+11%	$335.5K	$346.4K	+$10.8K	2026-11-03
Fifth Third Bancorp	DECREASED	307	340	-33	-10%	$392.7K	$331.2K	-$61.5K	2026-11-05
Thrive Wealth Management, LLC	UNCHANGED	299	299	0	0%	$345.9K	$322.6K	-$23.3K	2026-10-13
StoneX Group Inc.	NEW	283	—	+283	—	—	$321.3K	—	2026-11-03
Moneco Advisors, LLC	DECREASED	258	305	-47	-15%	$352.9K	$278.4K	-$74.5K	2026-11-05
Evanson Financial, LLC	UNCHANGED	250	250	0	0%	$289.3K	$269.7K	-$19.5K	2026-10-23
Crew Capital Management, Ltd	UNCHANGED	235	235	0	0%	$271.9K	$253.6K	-$18.3K	2026-10-28
Chicago Partners Investment Group LLC	DECREASED	225	481	-256	-53%	$564.7K	$240.7K	-$324.0K	2026-10-27
First County Bank	UNCHANGED	225	225	0	0%	$260.3K	$242.4K	-$18.0K	2026-10-13
Sjbenen Advisory, LLC	DECREASED	218	532	-314	-59%	$618.6K	$235.2K	-$383.4K	2026-10-19
Private Trust Co NA	UNCHANGED	218	218	0	0%	$252.6K	$235.5K	-$17.0K	2026-10-20
Choreo, LLC	INCREASED	196	194	+2	+1%	$224.9K	$211.4K	-$13.5K	2026-10-28
Global Trust Asset Management, LLC	UNCHANGED	190	190	0	0%	$219.8K	$205.0K	-$14.8K	2026-10-19
AlphaCore Capital LLC	UNCHANGED	159	159	0	0%	$184.0K	$171.6K	-$12.4K	2026-11-04
Hamilton Point Investment Advisors, LLC	UNCHANGED	135	135	0	0%	$156.2K	$145.7K	-$10.5K	2026-11-03
Ashton Thomas Private Wealth, LLC	UNCHANGED	118	118	0	0%	$136.5K	$127.1K	-$9.4K	2026-11-03
Golden State Wealth Management, LLC	INCREASED	104	91	+13	+14%	$105.3K	$112.2K	+$6.9K	2026-11-02
Powell Investment Advisors, LLC	UNCHANGED	100	100	0	0%	$115.7K	$107.9K	-$7.8K	2026-10-22
Rossby Financial, LCC	NEW	81	—	+81	—	—	$87.4K	—	2026-11-05
Ulland Investment Advisors, LLC	DECREASED	64	72	-8	-11%	$83	$69	-$14	2026-10-13
Angeles Wealth Management, LLC	UNCHANGED	60	60	0	0%	$69.4K	$64.6K	-$4.8K	2026-10-26
Blue Trust, Inc.	UNCHANGED	58	58	0	0%	$67.1K	$62.6K	-$4.5K	2026-10-15
IFP Advisors, Inc	INCREASED	57	15	+42	+280%	$17.4K	$61.5K	+$44.1K	2026-10-16
Triumph Capital Management	INCREASED	50	9	+41	+456%	$11.0K	$54.2K	+$43.2K	2026-10-14
Caldwell Trust Co	UNCHANGED	45	45	0	0%	$52.1K	$48.6K	-$3.5K	2026-10-30
Spire Wealth Management	INCREASED	41	2	+39	+1950%	$2.3K	$44.2K	+$41.9K	2026-10-30
Beacon Financial Strategies Corp	UNCHANGED	40	40	0	0%	$46.3K	$43.2K	-$3.1K	2026-10-14
Wealth Enhancement Trust Services, Inc.	UNCHANGED	37	37	0	0%	$42.8K	$39.9K	-$2.9K	2026-10-07
Ashton Thomas Securities, LLC	NEW	34	—	+34	—	—	$36.7K	—	2026-10-26
Union Savings Bank	UNCHANGED	32	32	0	0%	$37.0K	$34.5K	-$2.5K	2026-10-14
Lanark Financial, Inc.	UNCHANGED	28	28	0	0%	$32.4K	$30.2K	-$2.2K	2026-10-26
Albion Financial Group	UNCHANGED	25	25	0	0%	$28.9K	$27.0K	-$2.0K	2026-10-21
Beacon Investment Advisory Services, Inc.	UNCHANGED	25	25	0	0%	$28.9K	$27.0K	-$2.0K	2026-10-13
Grove Bank & Trust	UNCHANGED	25	25	0	0%	$28.9K	$27.0K	-$2.0K	2026-10-08
Capital Investment Advisory Services, LLC	UNCHANGED	20	20	0	0%	$23.1K	$21.6K	-$1.6K	2026-10-30
Mather Group, Llc.	UNCHANGED	16	16	0	0%	$18.5K	$17.3K	-$1.2K	2026-10-14
Entrust Financial LLC	UNCHANGED	13	13	0	0%	$15.0K	$14.0K	-$1.0K	2026-11-04
Noble Wealth Management PBC	UNCHANGED	13	13	0	0%	$14.7K	$13.9K	-$761	2026-10-01
GGM Financial LLC	UNCHANGED	12	12	0	0%	$13.9K	$12.9K	-$936	2026-11-05
Parallel Advisors, LLC	UNCHANGED	10	10	0	0%	$11.6K	$10.8K	-$780	2026-11-03
SBK Financial, Inc.	UNCHANGED	8	8	0	0%	$9.3K	$8.6K	-$624	2026-11-02
Activest Wealth Management	UNCHANGED	7	7	0	0%	$8.1K	$7.6K	-$546	2026-10-15
GHP Investment Advisors, Inc.	UNCHANGED	6	6	0	0%	$6.9K	$6.5K	-$468	2026-10-15
Catherine Avery Investment Management LLC	UNCHANGED	5	5	0	0%	$5.8K	$5.4K	-$390	2026-10-14
Center for Financial Planning, Inc.	UNCHANGED	5	5	0	0%	$5.8K	$5.4K	-$391	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	5	5	0	0%	$5.8K	$5.4K	-$390	2026-11-04
American Capital Advisory, LLC	UNCHANGED	3	3	0	0%	$3.5K	$3.2K	-$234	2026-10-28
Mascoma Wealth Management LLC	UNCHANGED	3	3	0	0%	$3.5K	$3.2K	-$234	2026-10-23
North Star Investment Management Corp.	UNCHANGED	2	2	0	0%	$2.3K	$2.2K	-$156	2026-10-27
Benson Investment Management Company, Inc.	CLOSED	0	615	-615	-100%	$711.6K	$0	-$711.6K	2026-10-13
RDA Financial Network	CLOSED	0	306	-306	-100%	$354.0K	$0	-$354.0K	2026-10-15
Newman Dignan & Sheerar, Inc.	CLOSED	0	280	-280	-100%	$324.2K	$0	-$324.2K	2026-10-21
HB Wealth Management, LLC	CLOSED	0	209	-209	-100%	$241.8K	$0	-$241.8K	2026-10-23
SAX Wealth Advisors, LLC	CLOSED	0	195	-195	-100%	$225.2K	$0	-$225.2K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	11	-11	-100%	$13.2K	$0	-$13.2K	2026-10-16
Verition Fund Management LLC	N/A	—	19,129,000	-19,129,000	-100%	$22.2M	—	—	—
Voya Investment Management LLC	N/A	—	574,721	-574,721	-100%	$665.0M	—	—	—
BlackRock, Inc.	N/A	—	270,223	-270,223	-100%	$312.6M	—	—	—
First Trust Advisors LP	N/A	—	158,555	-158,555	-100%	$183.4M	—	—	—
Millennium Management LLC	N/A	—	156,000	-156,000	-100%	$181.7K	—	—	—
Advent Capital Management	N/A	—	152,080	-152,080	-100%	$176.6M	—	—	—
Victory Capital Management Inc	N/A	—	74,026	-74,026	-100%	$85.6M	—	—	—
State Street Corp	N/A	—	59,858	-59,858	-100%	$69.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	56,500	-56,500	-100%	$65.6M	—	—	—
Allianz Asset Management GmbH	N/A	—	53,940	-53,940	-100%	$62.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	46,731	-46,731	-100%	$54.1M	—	—	—
Invesco Ltd.	N/A	—	46,014	-46,014	-100%	$53.2M	—	—	—
Nuveen, LLC	N/A	—	45,288	-45,288	-100%	$52.4M	—	—	—
Morgan Stanley	N/A	—	41,968	-41,968	-100%	$48.6M	—	—	—
FMR LLC	N/A	—	41,074	-41,074	-100%	$47.5M	—	—	—
Wellington Management Group LLP	N/A	—	34,207	-34,207	-100%	$39.6M	—	—	—
Bank of America Corp	N/A	—	28,528	-28,528	-100%	$33.0M	—	—	—
Focus Partners Wealth	N/A	—	25,922	-25,922	-100%	$30.0M	—	—	—
First Eagle Investment Management, LLC	N/A	—	25,741	-25,741	-100%	$29.8M	—	—	—
Royal Bank of Canada	N/A	—	18,266	-18,266	-100%	$21.1M	—	—	—
SSI Investment Management LLC	N/A	—	16,774	-16,774	-100%	$19.4M	—	—	—
New England Asset Management Inc	N/A	—	13,275	-13,275	-100%	$15.4M	—	—	—
Camden Asset Management L P	N/A	—	10,594	-10,594	-100%	$12.3M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	9,738	-9,738	-100%	$11.3M	—	—	—
Cohen & Steers, Inc.	N/A	—	9,386	-9,386	-100%	$10.9K	—	—	—
UBS Group AG	N/A	—	9,118	-9,118	-100%	$10.5M	—	—	—
Crawford Investment Counsel Inc	N/A	—	8,465	-8,465	-100%	$9.8M	—	—	—
Raymond James Financial Inc	N/A	—	8,253	-8,253	-100%	$9.5M	—	—	—
Stifel Financial Corp	N/A	—	8,207	-8,207	-100%	$9.5M	—	—	—
RB Capital Management, LLC	N/A	—	8,167	-8,167	-100%	$9.4M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	6,912	-6,912	-100%	$8.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	6,133	-6,133	-100%	$7.1M	—	—	—
Icon Advisers Inc	N/A	—	5,383	-5,383	-100%	$6.2M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5,095	-5,095	-100%	$5.9M	—	—	—
Alliancebernstein L.P.	N/A	—	5,049	-5,049	-100%	$5.8M	—	—	—
Whalerock Point Partners, LLC	N/A	—	5,025	-5,025	-100%	$5.8M	—	—	—
Franklin Resources Inc	N/A	—	5,013	-5,013	-100%	$5.8M	—	—	—
Wells Fargo & Company	N/A	—	4,542	-4,542	-100%	$5.3M	—	—	—
First Manhattan Co. Llc.	N/A	—	4,473	-4,473	-100%	$5.2M	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	4,451	-4,451	-100%	$5.2M	—	—	—
Palisade Capital Management, LP	N/A	—	4,420	-4,420	-100%	$5.1M	—	—	—
Knightsbridge Asset Management, LLC	N/A	—	4,283	-4,283	-100%	$5.0M	—	—	—
Mariner, LLC	N/A	—	3,931	-3,931	-100%	$4.5M	—	—	—
Seven Springs Wealth Group, LLC	N/A	—	3,628	-3,628	-100%	$4.2M	—	—	—
LM Advisors LLC	N/A	—	3,458	-3,458	-100%	$4.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	3,366	-3,366	-100%	$3.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	3,324	-3,324	-100%	$3.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	3,203	-3,203	-100%	$3.7M	—	—	—
Keystone Financial Group	N/A	—	2,627	-2,627	-100%	$3.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	2,485	-2,485	-100%	$2.9K	—	—	—
Chilton Investment Co Inc.	N/A	—	2,379	-2,379	-100%	$2.8M	—	—	—
HRT Financial LP	N/A	—	2,339	-2,339	-100%	$2.7K	—	—	—
Curi Capital, LLC	N/A	—	2,331	-2,331	-100%	$2.7M	—	—	—
Bessemer Group Inc	N/A	—	2,271	-2,271	-100%	$2.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,071	-2,071	-100%	$2.4M	—	—	—
Summitry LLC	N/A	—	2,053	-2,053	-100%	$2.4M	—	—	—
JRM Investment Counsel, LLC	N/A	—	1,881	-1,881	-100%	$2.2M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	1,740	-1,740	-100%	$2.0M	—	—	—
Schroder Investment Management Group	N/A	—	1,526	-1,526	-100%	$1.8M	—	—	—
National Bank of Canada	N/A	—	1,524	-1,524	-100%	$1.8M	—	—	—
Cannell & Spears LLC	N/A	—	1,462	-1,462	-100%	$1.7M	—	—	—
Bowie Capital Management, LLC	N/A	—	1,400	-1,400	-100%	$1.6M	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,298	-1,298	-100%	$1.5M	—	—	—
SEI Investments Co	N/A	—	1,254	-1,254	-100%	$1.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,238	-1,238	-100%	$1.4M	—	—	—
Whittier Trust Co	N/A	—	1,236	-1,236	-100%	$1.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	1,191	-1,191	-100%	$1.4M	—	—	—
&partners	N/A	—	1,165	-1,165	-100%	$1.3M	—	—	—
Wittenberg Investment Management, Inc.	N/A	—	1,158	-1,158	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	1,111	-1,111	-100%	$1.3M	—	—	—
Schnieders Capital Management, Llc.	N/A	—	1,033	-1,033	-100%	$1.2M	—	—	—
Blair William & Co	N/A	—	1,006	-1,006	-100%	$1.2M	—	—	—
Paradigm Capital Management, LLC	N/A	—	951	-951	-100%	$1.1K	—	—	—
Kelly Lawrence W & Associates Inc	N/A	—	845	-845	-100%	$977.6K	—	—	—
Momentum Wealth Planning, LLC	N/A	—	841	-841	-100%	$973.0K	—	—	—
JT Stratford LLC	N/A	—	830	-830	-100%	$960.3K	—	—	—
First Foundation Advisors	N/A	—	795	-795	-100%	$919.8K	—	—	—
IMA Advisory Services, Inc.	N/A	—	791	-791	-100%	$915.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	777	-777	-100%	$902.2K	—	—	—
JPMorgan Chase & Co	N/A	—	745	-745	-100%	$860.5K	—	—	—
Aristotle Capital Management, LLC	N/A	—	650	-650	-100%	$752.1K	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	642	-642	-100%	$743.2K	—	—	—
Marex Group Ltd	N/A	—	621	-621	-100%	$718.5K	—	—	—
EWA, LLC	N/A	—	601	-601	-100%	$695.4K	—	—	—
Cetera Investment Advisers	N/A	—	575	-575	-100%	$665.7K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	571	-571	-100%	$661.0K	—	—	—
Venator Management LLC	N/A	—	550	-550	-100%	$636.4K	—	—	—
Ares Systematic Credit Ltd	N/A	—	550	-550	-100%	$636.4K	—	—	—
Ameriprise Financial Inc	N/A	—	465	-465	-100%	$538.0K	—	—	—
Ingalls & Snyder LLC	N/A	—	456	-456	-100%	$528	—	—	—
Brown Advisory Inc	N/A	—	445	-445	-100%	$514.9K	—	—	—
Marathon Trading Investment Management LLC	N/A	—	444	-444	-100%	$513.7K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	414	-414	-100%	$479.0K	—	—	—
Black Swift Group, LLC	N/A	—	370	-370	-100%	$428.1K	—	—	—
F/m Investments LLC	N/A	—	362	-362	-100%	$419.3K	—	—	—
Cresset Asset Management, LLC	N/A	—	353	-353	-100%	$408.4K	—	—	—
IEQ Capital, LLC	N/A	—	350	-350	-100%	$405.0K	—	—	—
Dorsey & Whitney Trust Co LLC	N/A	—	314	-314	-100%	$363.3K	—	—	—
Captrust Financial Advisors	N/A	—	308	-308	-100%	$356.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	300	-300	-100%	$347.1K	—	—	—
Independent Advisor Alliance	N/A	—	288	-288	-100%	$332.9K	—	—	—
Kovack Advisors, Inc.	N/A	—	276	-276	-100%	$321.3K	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	275	-275	-100%	$318.2K	—	—	—
Bearing Point Capital, LLC	N/A	—	273	-273	-100%	$315.9K	—	—	—
Virtus Fixed Income Advisers, LLC	N/A	—	272	-272	-100%	$314.7K	—	—	—
Oxbow Advisors, LLC	N/A	—	272	-272	-100%	$314.7K	—	—	—
SCS Capital Management LLC	N/A	—	265	-265	-100%	$306.6K	—	—	—
Smith, Moore & Co.	N/A	—	265	-265	-100%	$306.6K	—	—	—
Belpointe Asset Management LLC	N/A	—	262	-262	-100%	$304.2K	—	—	—
NewEdge Wealth, LLC	N/A	—	259	-259	-100%	$299.7K	—	—	—
PFG Investments, LLC	N/A	—	250	-250	-100%	$289.3K	—	—	—
Lazard Asset Management LLC	N/A	—	241	-241	-100%	$3	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	234	-234	-100%	$270.7K	—	—	—
Bank of Marin	N/A	—	233	-233	-100%	$269.6K	—	—	—
WFA of San Diego, LLC	N/A	—	232	-232	-100%	$272.1K	—	—	—
Oberweis Asset Management Inc/	N/A	—	225	-225	-100%	$260.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	223	-223	-100%	$258.0K	—	—	—
Inkwell Capital LLC	N/A	—	219	-219	-100%	$253.4K	—	—	—
IFG Advisory, LLC	N/A	—	218	-218	-100%	$252.4K	—	—	—
Bank of Montreal	N/A	—	209	-209	-100%	$242.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	150	-150	-100%	$173.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	93	-93	-100%	$107.6K	—	—	—
Huntington National Bank	N/A	—	74	-74	-100%	$85.6K	—	—	—
Virtus Advisers, LLC	N/A	—	66	-66	-100%	$76.4K	—	—	—
Anchor Bay Capital, Inc.	N/A	—	65	-65	-100%	$76.2K	—	—	—
Logan Capital Management Inc	N/A	—	44	-44	-100%	$50.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	40	-40	-100%	$46.3K	—	—	—
Quent Capital, LLC	N/A	—	40	-40	-100%	$46.3K	—	—	—
Colonial Trust Advisors	N/A	—	33	-33	-100%	$38.2K	—	—	—
Prosperity Bancshares Inc	N/A	—	24	-24	-100%	$27.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	17	-17	-100%	$19.7K	—	—	—
AE Wealth Management LLC	N/A	—	16	-16	-100%	$18.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	14	-14	-100%	$16.2K	—	—	—
Abound Financial, LLC	N/A	—	10	-10	-100%	$11.6K	—	—	—
Howe & Rusling Inc	N/A	—	10	-10	-100%	$11.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	10	-10	-100%	$10.4K	—	—	—
Glenmede Trust Co NA	N/A	—	10	-10	-100%	$11.6K	—	—	—
Family Manage LLC	N/A	—	6	-6	-100%	$6.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	3	-3	-100%	$3.5K	—	—	—
Rothschild Investment LLC	N/A	—	2	-2	-100%	$2.3K	—	—	—

Showing 260 of 260 institutions