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Western Midstream Partners L (WES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
INCREASED
Shares37,364,470 from 36,629,600
Change+734,870 (+2%)
Value$1.7B (+$55.0M)
Filed 2026-11-03
Chickasaw Capital Management LLC
DECREASED
Shares5,465,979 from 5,507,654
Change-41,675 (-1%)
Value$242.5M (+$242.3M)
Filed 2026-10-08
Miller Howard Investments Inc
INCREASED
Shares1,710,098 from 1,648,942
Change+61,156 (+4%)
Value$75.9M (+$3.7M)
Filed 2026-10-26
Fractal Investments LLC
DECREASED
Shares1,506,146 from 1,524,646
Change-18,500 (-1%)
Value$66.8M (+$109.2K)
Filed 2026-10-28
Cushing Asset Management, LP dba NXG Investment Management
INCREASED
Shares1,330,900 from 1,259,900
Change+71,000 (+6%)
Value$59.1M (+$3.9M)
Filed 2026-10-26
Barclays PLC
DECREASED
Shares1,189,634 from 1,336,050
Change-146,416 (-11%)
Value$52.8M (-$5.7M)
Filed 2026-11-06
Eagle Global Advisors LLC
DECREASED
Shares1,039,710 from 1,041,420
Change-1,710 (0%)
Value$46.1M (+$559.4K)
Filed 2026-11-02
Natixis
INCREASED
Shares722,500 from 657,600
Change+64,900 (+10%)
Value$32.1M (+$3.3M)
Filed 2026-11-06
Adams Asset Advisors, LLC
INCREASED
Shares408,023 from 374,823
Change+33,200 (+9%)
Value$18.1M (+$1.7M)
Filed 2026-10-08
Catalyst Capital Advisors LLC
UNCHANGED
Shares406,912 from 406,912
Change0 (0%)
Value$18.1M (+$248.2K)
Filed 2026-11-02
Terril Brothers, Inc.
DECREASED
Shares402,769 from 402,969
Change-200 (0%)
Value$17.9M (+$236.9K)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares242,806 from 224,453
Change+18,353 (+8%)
Value$10.8M (+$951.2K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares224,459 from 216,251
Change+8,208 (+4%)
Value$10.0M (+$496.1K)
Filed 2026-11-05
Ellsworth Advisors, LLC
INCREASED
Shares179,385 from 172,429
Change+6,956 (+4%)
Value$8.0M (+$136.2K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares177,759 from 175,596
Change+2,163 (+1%)
Value$7.9M (+$203.1K)
Filed 2026-11-04
Americana Partners, LLC
DECREASED
Shares160,079 from 161,245
Change-1,166 (-1%)
Value$7.1M (+$46.6K)
Filed 2026-10-28
Evergreen Capital Management LLC
DECREASED
Shares154,367 from 155,867
Change-1,500 (-1%)
Value$6.8M (+$28.5K)
Filed 2026-10-23
Hennessy Advisors Inc
UNCHANGED
Shares110,260 from 110,260
Change0 (0%)
Value$4.9M (+$67.3K)
Filed 2026-10-28
Spirit of America Management Corp
UNCHANGED
Shares85,150 from 85,150
Change0 (0%)
Value$3.8M (+$51.9K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares79,623 from 74,339
Change+5,284 (+7%)
Value$3.5M (+$279.8K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
DECREASED
Shares72,262 from 73,156
Change-894 (-1%)
Value$3.2M (+$5.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares69,470 from 61,450
Change+8,020 (+13%)
Value$3.1M (+$393.3K)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares65,523 from 65,520
Change+3 (0%)
Value$2.9M (+$40.1K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares62,351 from 59,219
Change+3,132 (+5%)
Value$2.8M (+$175.1K)
Filed 2026-11-03
GraniteShares Advisors LLC
DECREASED
Shares58,062 from 70,436
Change-12,374 (-18%)
Value$2.6M (-$506.1K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares54,337 from 54,838
Change-501 (-1%)
Value$2.4K (-$2.4M)
Filed 2026-11-02
CFM Wealth Partners LLC
UNCHANGED
Shares49,883 from 49,883
Change0 (0%)
Value$2.2M (+$30.4K)
Filed 2026-11-05
Elco Management Co., LLC
DECREASED
Shares48,522 from 49,437
Change-915 (-2%)
Value$2.2M (-$10.4K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares47,103 from 38,676
Change+8,427 (+22%)
Value$2.1M (+$397.5K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares46,840 from 55,370
Change-8,530 (-15%)
Value$2.1M (-$344.7K)
Filed 2026-10-30
Fort Washington Investment Advisors Inc
DECREASED
Shares45,720 from 78,819
Change-33,099 (-42%)
Value$2.0M (-$1.4M)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares39,555 from 39,555
Change0 (0%)
Value$1.8M (+$24.1K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
DECREASED
Shares37,804 from 38,560
Change-756 (-2%)
Value$1.7M (-$10.0K)
Filed 2026-10-23
Chilton Capital Management LLC
DECREASED
Shares36,688 from 36,919
Change-231 (-1%)
Value$1.6M (+$12.3K)
Filed 2026-10-28
Albert D Mason Inc
INCREASED
Shares36,415 from 35,672
Change+743 (+2%)
Value$1.6M (+$54.7K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares34,402 from 34,402
Change0 (0%)
Value$1.5M (+$21.0K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares33,726 from 34,393
Change-667 (-2%)
Value$1.5M (-$8.6K)
Filed 2026-10-13
Keybank National Association
UNCHANGED
Shares33,177 from 33,177
Change0 (0%)
Value$1.5M (+$20.2K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares31,890 from 35,290
Change-3,400 (-10%)
Value$1.4M (-$129.3K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
DECREASED
Shares31,460 from 31,947
Change-487 (-2%)
Value$1.4M (-$2.1K)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares30,710 from 30,710
Change0 (0%)
Value$1.4M (+$18.7K)
Filed 2026-11-05
Kercheville Advisors, LLC
INCREASED
Shares29,600 from 22,000
Change+7,600 (+35%)
Value$1.3M (+$350.6K)
Filed 2026-10-19
Nicholas Wealth, Llc.
DECREASED
Shares28,028 from 28,089
Change-61 (0%)
Value$1.2M (+$14.4K)
Filed 2026-10-26
Summit Securities Group LLC
INCREASED
Shares27,300 from 7,500
Change+19,800 (+264%)
Value$1.2M (+$883.1K)
Filed 2026-11-05
Cornerstone Management, Inc.
INCREASED
Shares26,735 from 16,735
Change+10,000 (+60%)
Value$1.2M (+$453.9K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares26,410 from 26,345
Change+65 (+0%)
Value$1.2M (+$19.0K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares26,142 from 36,303
Change-10,161 (-28%)
Value$1.2M (-$428.7K)
Filed 2026-10-27
Abel Hall, LLC
UNCHANGED
Shares25,188 from 25,188
Change0 (0%)
Value$1.1M (+$15.4K)
Filed 2026-10-19
SL Advisors, LLC
UNCHANGED
Shares23,466 from 23,466
Change0 (0%)
Value$1.0M (+$14.3K)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares22,671 from 18,097
Change+4,574 (+25%)
Value$1.0M (+$214.0K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,421 from 21,807
Change+614 (+3%)
Value$1.0M (+$54.3K)
Filed 2026-10-13
GFS Advisors, LLC
UNCHANGED
Shares21,200 from 21,200
Change0 (0%)
Value$941.0K (+$895.6K)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares20,789 from 21,080
Change-291 (-1%)
Value$922.4K (-$53)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares19,274 from 16,981
Change+2,293 (+14%)
Value$855.2K (+$112.1K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares17,687 from 19,118
Change-1,431 (-7%)
Value$784.8K (-$51.8K)
Filed 2026-10-16
Simon Quick Advisors, LLC
UNCHANGED
Shares17,400 from 17,400
Change0 (0%)
Value$772.0K (+$10.6K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares17,141 from 6,500
Change+10,641 (+164%)
Value$760.6K (+$476.1K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
DECREASED
Shares16,923 from 27,700
Change-10,777 (-39%)
Value$763.7K (-$564.0K)
Filed 2026-10-27
Novem Group
INCREASED
Shares16,825 from 15,843
Change+982 (+6%)
Value$746.5K (+$53.2K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
UNCHANGED
Shares16,713 from 16,713
Change0 (0%)
Value$741.6K (+$10.2K)
Filed 2026-10-27
Penbrook Management LLC
UNCHANGED
Shares15,900 from 15,900
Change0 (0%)
Value$705.5K (+$9.7K)
Filed 2026-10-16
Lido Advisors, LLC
DECREASED
Shares15,787 from 16,092
Change-305 (-2%)
Value$700.5K (-$3.7K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
INCREASED
Shares15,000 from 14,650
Change+350 (+2%)
Value$666 (+$25)
Filed 2026-10-13
Kaizen Financial Strategies
INCREASED
Shares13,318 from 13,213
Change+105 (+1%)
Value$590.9K (+$21.1K)
Filed 2026-10-09
Hourglass Capital, LLC
UNCHANGED
Shares13,308 from 13,308
Change0 (0%)
Value$590.5K (+$8.1K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares13,274 from 12,920
Change+354 (+3%)
Value$589.0K (+$23.6K)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares12,705 from 13,390
Change-685 (-5%)
Value$563.7K (-$22.3K)
Filed 2026-11-05
Westover Capital Advisors, LLC
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$563.5K (+$7.7K)
Filed 2026-10-26
Plan Group Financial, LLC
DECREASED
Shares12,500 from 20,350
Change-7,850 (-39%)
Value$556.6K (-$333.9K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares12,356 from 9,388
Change+2,968 (+32%)
Value$548.2K (+$137.4K)
Filed 2026-10-28
Linscomb Wealth, Inc.
UNCHANGED
Shares12,068 from 12,068
Change0 (0%)
Value$535.5K (+$7.4K)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares11,619 from 11,401
Change+218 (+2%)
Value$515.6K (+$16.6K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
INCREASED
Shares11,148 from 11,042
Change+106 (+1%)
Value$494.6K (+$11.4K)
Filed 2026-10-13
Everhart Financial Group, Inc.
NEW
Shares10,853
Change+10,853
Value$481.5K
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares10,782 from 11,420
Change-638 (-6%)
Value$500.2K (+$429)
Filed 2026-11-04
Belfer Management LLC
UNCHANGED
Shares10,081 from 10,081
Change0 (0%)
Value$447.3K (+$6.1K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares9,830 from 10,953
Change-1,123 (-10%)
Value$436.2K (-$43.1K)
Filed 2026-10-08
Gruss & Co., LLC
INCREASED
Shares9,500 from 8,500
Change+1,000 (+12%)
Value$421.5K (+$49.6K)
Filed 2026-11-02
Cadent Capital Advisors, LLC
INCREASED
Shares8,988 from 8,917
Change+71 (+1%)
Value$398.8K (+$8.6K)
Filed 2026-10-09
HB Wealth Management, LLC
UNCHANGED
Shares8,840 from 8,840
Change0 (0%)
Value$392.2K (+$5.4K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares8,620 from 8,357
Change+263 (+3%)
Value$382.5K (+$16.8K)
Filed 2026-10-28
Magnus Financial Group LLC
INCREASED
Shares8,594 from 6,651
Change+1,943 (+29%)
Value$381.3K (+$90.3K)
Filed 2026-10-21
Corps Capital Advisors, LLC
UNCHANGED
Shares8,316 from 8,316
Change0 (0%)
Value$369.0K (+$5.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares8,224 from 5,600
Change+2,624 (+47%)
Value$364.9K (+$119.8K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares8,112 from 10,760
Change-2,648 (-25%)
Value$360.0K (-$110.9K)
Filed 2026-10-30
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$355.0K (+$4.9K)
Filed 2026-10-14
Obermeyer Wealth Partners
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$355.0K (+$4.9K)
Filed 2026-10-21
Fulcrum Asset Management LLP
DECREASED
Shares7,744 from 7,933
Change-189 (-2%)
Value$348.0K (+$3.8K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
NEW
Shares7,650
Change+7,650
Value$339.4K
Filed 2026-10-21
Moody National Bank Trust Division
UNCHANGED
Shares7,547 from 7,547
Change0 (0%)
Value$334.9K (+$4.6K)
Filed 2026-10-06
Tectonic Advisors LLC
NEW
Shares7,303
Change+7,303
Value$324.0K
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED
Shares7,280 from 7,000
Change+280 (+4%)
Value$323.0K (+$16.7K)
Filed 2026-10-30
PDS Planning, Inc
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$319.5K (+$4.4K)
Filed 2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED
Shares7,132 from 7,132
Change0 (0%)
Value$316.4K (+$4.4K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares7,019 from 6,620
Change+399 (+6%)
Value$311.4K (+$21.7K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares6,927 from 7,063
Change-136 (-2%)
Value$307.4K (-$1.7K)
Filed 2026-10-28
Sanders Morris Harris LLC
NEW
Shares6,697
Change+6,697
Value$305.4K
Filed 2026-10-14
Curated Wealth Partners LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$284.0K (+$3.9K)
Filed 2026-10-15
Hickory Point Bank & Trust
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$281.8K (+$3.9K)
Filed 2026-10-01
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares6,343 from 6,343
Change0 (0%)
Value$281.4K (+$3.9K)
Filed 2026-10-23
Arista Wealth Management, LLC
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$279.5K (+$3.8K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares5,791 from 5,463
Change+328 (+6%)
Value$256.9K (+$17.9K)
Filed 2026-10-22
Sage Capital Management, LLC
UNCHANGED
Shares5,713 from 5,713
Change0 (0%)
Value$253.5K (+$3.5K)
Filed 2026-10-20
Convergence Financial, LLC
DECREASED
Shares5,609 from 8,684
Change-3,075 (-35%)
Value$248.9K (-$131.1K)
Filed 2026-10-27
Mattern Capital Management, LLC
UNCHANGED
Shares5,475 from 5,475
Change0 (0%)
Value$242.9K (+$3.3K)
Filed 2026-11-02
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares5,453 from 5,453
Change0 (0%)
Value$242.0K (+$3.3K)
Filed 2026-11-03
Arrow Investment Advisors, LLC
INCREASED
Shares5,418 from 5,084
Change+334 (+7%)
Value$240.4K (+$17.9K)
Filed 2026-11-02
Tableaux LLC
DECREASED
Shares5,409 from 5,444
Change-35 (-1%)
Value$240.0K (+$1.8K)
Filed 2026-10-23
Westco Advisory Services Inc
UNCHANGED
Shares5,407 from 5,407
Change0 (0%)
Value$239.9K (+$3.3K)
Filed 2026-10-14
Archford Capital Strategies, LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$239.6K (+$3.3K)
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$231.3K (+$3.2K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares5,139 from 4,616
Change+523 (+11%)
Value$228.0K (+$26.0K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
NEW
Shares5,059
Change+5,059
Value$224.5K
Filed 2026-10-21
Baldwin Wealth Partners LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$221.9K (+$3.1K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$221.9K (+$3.1K)
Filed 2026-10-15
Pavion Blue Capital, LLC
UNCHANGED
Shares4,880 from 4,880
Change0 (0%)
Value$216.5K (+$3.0K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$210.8K (+$2.9K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares4,723 from 4,778
Change-55 (-1%)
Value$209.6K (+$495)
Filed 2026-10-15
Advisor Resource Council
UNCHANGED
Shares4,695 from 4,695
Change0 (0%)
Value$214.0K (+$8.9K)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares4,693 from 4,693
Change0 (0%)
Value$208.2K (+$2.9K)
Filed 2026-10-07
Enzi Wealth
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$207.3K (-$2.7K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares4,526 from 1,158
Change+3,368 (+291%)
Value$200.8K (+$150.1K)
Filed 2026-11-05
Wespac Advisors, LLC
DECREASED
Shares4,509 from 4,887
Change-378 (-8%)
Value$200.1K (-$13.8K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares4,366 from 2,801
Change+1,565 (+56%)
Value$193.7K (+$71.1K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares4,205 from 4,205
Change0 (0%)
Value$186.6K (+$2.6K)
Filed 2026-11-05
Planning Strategies Inc.
INCREASED
Shares3,199 from 3,163
Change+36 (+1%)
Value$141.9K (+$3.5K)
Filed 2026-10-02
Compass Financial Management LLC
INCREASED
Shares3,079 from 3,023
Change+56 (+2%)
Value$136.6K (+$4.3K)
Filed 2026-10-30
State of Wyoming
NEW
Shares2,966
Change+2,966
Value$131.6K
Filed 2026-10-28
Cedar Mountain Advisors, LLC
INCREASED
Shares2,263 from 2,221
Change+42 (+2%)
Value$100.4K (+$3.2K)
Filed 2026-10-15
Madden Securities Corp
NEW
Shares2,000
Change+2,000
Value$88.7K
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$81.4K (+$1.1K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$79.9K (+$1.1K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$78.0K (+$1.1K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$69.5K (+$955)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.4K (+$610)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares924 from 670
Change+254 (+38%)
Value$41.0K (+$11.7K)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
INCREASED
Shares848 from 832
Change+16 (+2%)
Value$37.6K (+$1.2K)
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares805 from 798
Change+7 (+1%)
Value$35.7K (+$772)
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$31.1K (+$427)
Filed 2026-10-09
Westside Investment Management, Inc.
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$28.7K (+$394)
Filed 2026-11-02
Avion Wealth
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$26 (-$26.0K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
NEW
Shares570
Change+570
Value$25.3K
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares546 from 910
Change-364 (-40%)
Value$24.2K (-$15.6K)
Filed 2026-10-14
Assetmark, Inc
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$18.7K (+$257)
Filed 2026-10-21
Princeton Global Asset Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$17.7K (+$244)
Filed 2026-10-21
Gamma Investing LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$15.6K (+$214)
Filed 2026-10-08
Mcdonald Partners LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$13.9K (+$191)
Filed 2026-11-03
Caldwell Trust Co
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$10.0K (+$137)
Filed 2026-10-30
Asset Dedication, LLC
DECREASED
Shares200 from 280
Change-80 (-29%)
Value$8.9K (-$3.4K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.9K (+$122)
Filed 2026-10-09
First Horizon Corp
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$7.8K (+$107)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares150 from 118
Change+32 (+27%)
Value$6.7K (+$1.5K)
Filed 2026-10-26
West Financial Advisors, LLC
INCREASED
Shares122 from 119
Change+3 (+3%)
Value$5.4K (+$175)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
DECREASED
Shares105 from 113
Change-8 (-7%)
Value$4.7K (-$286)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$4.4K
Filed 2026-10-09
Markowski Investments
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$3.8K (+$53)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2 ($0)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.6K (+$22)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.3K (+$18)
Filed 2026-10-08
Next Level Wealth Planning, LLC
NEW
Shares26
Change+26
Value$1.2K
Filed 2026-10-29
Autumn Glory Partners, LLC
CLOSED
Shares0 from 22,000
Change-22,000 (-100%)
Value$0 (-$962.7K)
Filed 2026-10-26
Simplex Trading, LLC
CLOSED
Shares0 from 19,324
Change-19,324 (-100%)
Value$0 (-$845.6K)
Filed 2026-11-04
Dimensional Fund Advisors LP
CLOSED
Shares0 from 11,820
Change-11,820 (-100%)
Value$0 (-$517.2K)
Filed 2026-11-04
Savant Capital, LLC
CLOSED
Shares0 from 7,348
Change-7,348 (-100%)
Value$0 (-$312.4K)
Filed 2026-11-06
Bokf, NA
CLOSED
Shares0 from 1,333
Change-1,333 (-100%)
Value$0 (-$58.3K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,012
Change-1,012 (-100%)
Value$0 (-$43.6K)
Filed 2026-11-02
Vestor Capital, LLC
CLOSED
Shares0 from 807
Change-807 (-100%)
Value$0 (-$78)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$26.3K)
Filed 2026-10-13
Axiom Investment Management LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$19.7K)
Filed 2026-11-03
State of Alaska, Department of Revenue
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$19)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-16
Invesco Ltd.
N/A
Shares— from 24,122,314
Change-24,122,314 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21,230,903
Change-21,230,903 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 10,367,520
Change-10,367,520 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,637,568
Change-8,637,568 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,527,559
Change-8,527,559 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 6,506,154
Change-6,506,154 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,190,369
Change-6,190,369 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 3,928,197
Change-3,928,197 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,567,482
Change-3,567,482 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,711,343
Change-2,711,343 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,183,188
Change-2,183,188 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,992,817
Change-1,992,817 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,587,500
Change-1,587,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,366,602
Change-1,366,602 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 1,266,970
Change-1,266,970 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,217,182
Change-1,217,182 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 1,133,291
Change-1,133,291 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 980,558
Change-980,558 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 975,975
Change-975,975 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 914,525
Change-914,525 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 862,254
Change-862,254 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 757,171
Change-757,171 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 747,937
Change-747,937 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 731,378
Change-731,378 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 645,168
Change-645,168 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 638,096
Change-638,096 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 566,167
Change-566,167 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 443,487
Change-443,487 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 362,716
Change-362,716 (-100%)
Value—
RR Advisors, LLC
N/A
Shares— from 356,123
Change-356,123 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 330,016
Change-330,016 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 325,656
Change-325,656 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 313,367
Change-313,367 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 304,274
Change-304,274 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 301,032
Change-301,032 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 287,825
Change-287,825 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 274,479
Change-274,479 (-100%)
Value—
Slotnik Capital, LLC
N/A
Shares— from 262,614
Change-262,614 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 250,869
Change-250,869 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 249,581
Change-249,581 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 232,840
Change-232,840 (-100%)
Value—
Stephens Inc
N/A
Shares— from 215,066
Change-215,066 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 207,128
Change-207,128 (-100%)
Value—
Heronetta Management, L.P.
N/A
Shares— from 206,361
Change-206,361 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 202,996
Change-202,996 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 200,250
Change-200,250 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 172,227
Change-172,227 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 144,248
Change-144,248 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 139,447
Change-139,447 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 137,042
Change-137,042 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 135,028
Change-135,028 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 134,118
Change-134,118 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 132,700
Change-132,700 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 131,835
Change-131,835 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 110,559
Change-110,559 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 108,000
Change-108,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 99,433
Change-99,433 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 98,294
Change-98,294 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 94,579
Change-94,579 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 85,481
Change-85,481 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 83,078
Change-83,078 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 73,587
Change-73,587 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 71,977
Change-71,977 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 65,655
Change-65,655 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 63,189
Change-63,189 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 59,492
Change-59,492 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 54,487
Change-54,487 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 49,999
Change-49,999 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 48,526
Change-48,526 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 44,477
Change-44,477 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,072
Change-44,072 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 43,655
Change-43,655 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 42,800
Change-42,800 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 42,161
Change-42,161 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 41,633
Change-41,633 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 39,913
Change-39,913 (-100%)
Value—
FMR LLC
N/A
Shares— from 39,236
Change-39,236 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 38,491
Change-38,491 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,727
Change-37,727 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 36,046
Change-36,046 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 36,044
Change-36,044 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 34,542
Change-34,542 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,253
Change-32,253 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 31,209
Change-31,209 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,201
Change-29,201 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 28,970
Change-28,970 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 28,325
Change-28,325 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 27,938
Change-27,938 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 26,577
Change-26,577 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,135
Change-25,135 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 25,020
Change-25,020 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,501
Change-24,501 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 24,308
Change-24,308 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,052
Change-23,052 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,005
Change-22,005 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 21,630
Change-21,630 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 20,501
Change-20,501 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,253
Change-20,253 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 18,111
Change-18,111 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 18,043
Change-18,043 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,440
Change-17,440 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 17,429
Change-17,429 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,086
Change-17,086 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,365
Change-16,365 (-100%)
Value—
Blair William & Co
N/A
Shares— from 16,335
Change-16,335 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 16,251
Change-16,251 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,251
Change-16,251 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 16,219
Change-16,219 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 15,931
Change-15,931 (-100%)
Value—
&partners
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,344
Change-15,344 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 14,347
Change-14,347 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 14,298
Change-14,298 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 13,761
Change-13,761 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 13,390
Change-13,390 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 12,302
Change-12,302 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,027
Change-12,027 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,922
Change-9,922 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,902
Change-9,902 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 9,459
Change-9,459 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,925
Change-5,925 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
First Trust Capital Management L.P.
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
Amplify Investments, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 959
Change-959 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 954
Change-954 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 814
Change-814 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 808
Change-808 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 375
Change-375 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 248
Change-248 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 191
Change-191 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 75
Change-75 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 65
Change-65 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12
Change-12 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Alps Advisors Inc
INCREASED37,364,47036,629,600+734,870+2%$1.6B$1.7B+$55.0M2026-11-03
Chickasaw Capital Management LLC
DECREASED5,465,9795,507,654-41,675-1%$241.0K$242.5M+$242.3M2026-10-08
Miller Howard Investments Inc
INCREASED1,710,0981,648,942+61,156+4%$72.2M$75.9M+$3.7M2026-10-26
Fractal Investments LLC
DECREASED1,506,1461,524,646-18,500-1%$66.7M$66.8M+$109.2K2026-10-28
Cushing Asset Management, LP dba NXG Investment Management
INCREASED1,330,9001,259,900+71,000+6%$55.1M$59.1M+$3.9M2026-10-26
Barclays PLC
DECREASED1,189,6341,336,050-146,416-11%$58.5M$52.8M-$5.7M2026-11-06
Eagle Global Advisors LLC
DECREASED1,039,7101,041,420-1,7100%$45.6M$46.1M+$559.4K2026-11-02
Natixis
INCREASED722,500657,600+64,900+10%$28.8M$32.1M+$3.3M2026-11-06
Adams Asset Advisors, LLC
INCREASED408,023374,823+33,200+9%$16.4M$18.1M+$1.7M2026-10-08
Catalyst Capital Advisors LLC
UNCHANGED406,912406,91200%$17.8M$18.1M+$248.2K2026-11-02
Terril Brothers, Inc.
DECREASED402,769402,969-2000%$17.6M$17.9M+$236.9K2026-11-06
Exchange Traded Concepts, LLC
INCREASED242,806224,453+18,353+8%$9.8M$10.8M+$951.2K2026-10-28
Maryland State Retirement & Pension System
INCREASED224,459216,251+8,208+4%$9.5M$10.0M+$496.1K2026-11-05
Ellsworth Advisors, LLC
INCREASED179,385172,429+6,956+4%$7.8M$8.0M+$136.2K2026-10-15
Citigroup Inc
INCREASED177,759175,596+2,163+1%$7.7M$7.9M+$203.1K2026-11-04
Americana Partners, LLC
DECREASED160,079161,245-1,166-1%$7.1M$7.1M+$46.6K2026-10-28
Evergreen Capital Management LLC
DECREASED154,367155,867-1,500-1%$6.8M$6.8M+$28.5K2026-10-23
Hennessy Advisors Inc
UNCHANGED110,260110,26000%$4.8M$4.9M+$67.3K2026-10-28
Spirit of America Management Corp
UNCHANGED85,15085,15000%$3.7M$3.8M+$51.9K2026-10-14
D.A. Davidson & Co.
INCREASED79,62374,339+5,284+7%$3.3M$3.5M+$279.8K2026-10-28
Pekin Hardy Strauss, Inc.
DECREASED72,26273,156-894-1%$3.2M$3.2M+$5.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED69,47061,450+8,020+13%$2.7M$3.1M+$393.3K2026-11-02
Parkside Financial Bank & Trust
INCREASED65,52365,520+30%$2.9M$2.9M+$40.1K2026-10-27
HUB Investment Partners, LLC
INCREASED62,35159,219+3,132+5%$2.6M$2.8M+$175.1K2026-11-03
GraniteShares Advisors LLC
DECREASED58,06270,436-12,374-18%$3.1M$2.6M-$506.1K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED54,33754,838-501-1%$2.4M$2.4K-$2.4M2026-11-02
CFM Wealth Partners LLC
UNCHANGED49,88349,88300%$2.2M$2.2M+$30.4K2026-11-05
Elco Management Co., LLC
DECREASED48,52249,437-915-2%$2.2M$2.2M-$10.4K2026-10-14
Creative Planning
INCREASED47,10338,676+8,427+22%$1.7M$2.1M+$397.5K2026-11-02
Truist Financial Corp
DECREASED46,84055,370-8,530-15%$2.4M$2.1M-$344.7K2026-10-30
Fort Washington Investment Advisors Inc
DECREASED45,72078,819-33,099-42%$3.4M$2.0M-$1.4M2026-10-15
AlphaCore Capital LLC
UNCHANGED39,55539,55500%$1.7M$1.8M+$24.1K2026-11-04
Samalin Investment Counsel, LLC
DECREASED37,80438,560-756-2%$1.7M$1.7M-$10.0K2026-10-23
Chilton Capital Management LLC
DECREASED36,68836,919-231-1%$1.6M$1.6M+$12.3K2026-10-28
Albert D Mason Inc
INCREASED36,41535,672+743+2%$1.6M$1.6M+$54.7K2026-10-27
Turtle Creek Wealth Advisors, LLC
UNCHANGED34,40234,40200%$1.5M$1.5M+$21.0K2026-10-15
Independent Financial Group, LLC
DECREASED33,72634,393-667-2%$1.5M$1.5M-$8.6K2026-10-13
Keybank National Association
UNCHANGED33,17733,17700%$1.5M$1.5M+$20.2K2026-11-04
Commonwealth Equity Services, LLC
DECREASED31,89035,290-3,400-10%$1.5M$1.4M-$129.3K2026-11-02
Daymark Wealth Partners, LLC
DECREASED31,46031,947-487-2%$1.4M$1.4M-$2.1K2026-11-04
US Bancorp \de\
UNCHANGED30,71030,71000%$1.3M$1.4M+$18.7K2026-11-05
Kercheville Advisors, LLC
INCREASED29,60022,000+7,600+35%$962.7K$1.3M+$350.6K2026-10-19
Nicholas Wealth, Llc.
DECREASED28,02828,089-610%$1.2M$1.2M+$14.4K2026-10-26
Summit Securities Group LLC
INCREASED27,3007,500+19,800+264%$328.2K$1.2M+$883.1K2026-11-05
Cornerstone Management, Inc.
INCREASED26,73516,735+10,000+60%$732.3K$1.2M+$453.9K2026-10-16
Apollon Wealth Management, LLC
INCREASED26,41026,345+65+0%$1.2M$1.2M+$19.0K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED26,14236,303-10,161-28%$1.6M$1.2M-$428.7K2026-10-27
Abel Hall, LLC
UNCHANGED25,18825,18800%$1.1M$1.1M+$15.4K2026-10-19
SL Advisors, LLC
UNCHANGED23,46623,46600%$1.0M$1.0M+$14.3K2026-10-13
Evanson Financial, LLC
INCREASED22,67118,097+4,574+25%$791.9K$1.0M+$214.0K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED22,42121,807+614+3%$973.0K$1.0M+$54.3K2026-10-13
GFS Advisors, LLC
UNCHANGED21,20021,20000%$45.4K$941.0K+$895.6K2026-11-03
ProShare Advisors LLC
DECREASED20,78921,080-291-1%$922.5K$922.4K-$532026-10-29
VestGen Advisors, LLC
INCREASED19,27416,981+2,293+14%$743.1K$855.2K+$112.1K2026-10-27
Concurrent Investment Advisors, LLC
DECREASED17,68719,118-1,431-7%$836.6K$784.8K-$51.8K2026-10-16
Simon Quick Advisors, LLC
UNCHANGED17,40017,40000%$761.4K$772.0K+$10.6K2026-10-26
Venture Visionary Partners LLC
INCREASED17,1416,500+10,641+164%$284.4K$760.6K+$476.1K2026-10-07
Chicago Partners Investment Group LLC
DECREASED16,92327,700-10,777-39%$1.3M$763.7K-$564.0K2026-10-27
Novem Group
INCREASED16,82515,843+982+6%$693.3K$746.5K+$53.2K2026-10-19
Rockwood Wealth Management, LLC
UNCHANGED16,71316,71300%$731.4K$741.6K+$10.2K2026-10-27
Penbrook Management LLC
UNCHANGED15,90015,90000%$695.8K$705.5K+$9.7K2026-10-16
Lido Advisors, LLC
DECREASED15,78716,092-305-2%$704.2K$700.5K-$3.7K2026-11-04
Ulland Investment Advisors, LLC
INCREASED15,00014,650+350+2%$641$666+$252026-10-13
Kaizen Financial Strategies
INCREASED13,31813,213+105+1%$569.9K$590.9K+$21.1K2026-10-09
Hourglass Capital, LLC
UNCHANGED13,30813,30800%$582.4K$590.5K+$8.1K2026-10-26
MGO One Seven LLC
INCREASED13,27412,920+354+3%$565.4K$589.0K+$23.6K2026-10-28
Bank of New York Mellon Corp
DECREASED12,70513,390-685-5%$586.0K$563.7K-$22.3K2026-11-05
Westover Capital Advisors, LLC
UNCHANGED12,70012,70000%$555.8K$563.5K+$7.7K2026-10-26
Plan Group Financial, LLC
DECREASED12,50020,350-7,850-39%$890.5K$556.6K-$333.9K2026-10-22
Choreo, LLC
INCREASED12,3569,388+2,968+32%$410.8K$548.2K+$137.4K2026-10-28
Linscomb Wealth, Inc.
UNCHANGED12,06812,06800%$528.1K$535.5K+$7.4K2026-11-05
Howard Financial Services, Ltd.
INCREASED11,61911,401+218+2%$498.9K$515.6K+$16.6K2026-10-15
Fiduciary Financial Group, LLC
INCREASED11,14811,042+106+1%$483.2K$494.6K+$11.4K2026-10-13
Everhart Financial Group, Inc.
NEW10,853—+10,853——$481.5K—2026-10-08
Prospera Financial Services Inc
DECREASED10,78211,420-638-6%$499.8K$500.2K+$4292026-11-04
Belfer Management LLC
UNCHANGED10,08110,08100%$441.2K$447.3K+$6.1K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED9,83010,953-1,123-10%$479.3K$436.2K-$43.1K2026-10-08
Gruss & Co., LLC
INCREASED9,5008,500+1,000+12%$372.0K$421.5K+$49.6K2026-11-02
Cadent Capital Advisors, LLC
INCREASED8,9888,917+71+1%$390.2K$398.8K+$8.6K2026-10-09
HB Wealth Management, LLC
UNCHANGED8,8408,84000%$386.8K$392.2K+$5.4K2026-10-23
Intrua Financial, LLC
INCREASED8,6208,357+263+3%$365.7K$382.5K+$16.8K2026-10-28
Magnus Financial Group LLC
INCREASED8,5946,651+1,943+29%$291.1K$381.3K+$90.3K2026-10-21
Corps Capital Advisors, LLC
UNCHANGED8,3168,31600%$363.9K$369.0K+$5.1K2026-11-05
PNC Financial Services Group, Inc.
INCREASED8,2245,600+2,624+47%$245.1K$364.9K+$119.8K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED8,11210,760-2,648-25%$470.9K$360.0K-$110.9K2026-10-30
Quantum Financial Planning Services, Inc.
UNCHANGED8,0008,00000%$350.1K$355.0K+$4.9K2026-10-14
Obermeyer Wealth Partners
UNCHANGED8,0008,00000%$350.1K$355.0K+$4.9K2026-10-21
Fulcrum Asset Management LLP
DECREASED7,7447,933-189-2%$344.2K$348.0K+$3.8K2026-11-04
OpenArc Corporate Advisory, LLC
NEW7,650—+7,650——$339.4K—2026-10-21
Moody National Bank Trust Division
UNCHANGED7,5477,54700%$330.3K$334.9K+$4.6K2026-10-06
Tectonic Advisors LLC
NEW7,303—+7,303——$324.0K—2026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED7,2807,000+280+4%$306.3K$323.0K+$16.7K2026-10-30
PDS Planning, Inc
UNCHANGED7,2007,20000%$315.1K$319.5K+$4.4K2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED7,1327,13200%$312.1K$316.4K+$4.4K2026-10-20
Fifth Third Bancorp
INCREASED7,0196,620+399+6%$289.7K$311.4K+$21.7K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED6,9277,063-136-2%$309.1K$307.4K-$1.7K2026-10-28
Sanders Morris Harris LLC
NEW6,697—+6,697——$305.4K—2026-10-14
Curated Wealth Partners LLC
UNCHANGED6,4006,40000%$280.1K$284.0K+$3.9K2026-10-15
Hickory Point Bank & Trust
UNCHANGED6,3506,35000%$277.9K$281.8K+$3.9K2026-10-01
Wilmington Savings Fund Society, FSB
UNCHANGED6,3436,34300%$277.6K$281.4K+$3.9K2026-10-23
Arista Wealth Management, LLC
UNCHANGED6,3006,30000%$275.7K$279.5K+$3.8K2026-10-29
Brookstone Capital Management
INCREASED5,7915,463+328+6%$239.1K$256.9K+$17.9K2026-10-22
Sage Capital Management, LLC
UNCHANGED5,7135,71300%$250.0K$253.5K+$3.5K2026-10-20
Convergence Financial, LLC
DECREASED5,6098,684-3,075-35%$380.0K$248.9K-$131.1K2026-10-27
Mattern Capital Management, LLC
UNCHANGED5,4755,47500%$239.6K$242.9K+$3.3K2026-11-02
W.H. Cornerstone Investments Inc.
UNCHANGED5,4535,45300%$238.6K$242.0K+$3.3K2026-11-03
Arrow Investment Advisors, LLC
INCREASED5,4185,084+334+7%$222.5K$240.4K+$17.9K2026-11-02
Tableaux LLC
DECREASED5,4095,444-35-1%$238.2K$240.0K+$1.8K2026-10-23
Westco Advisory Services Inc
UNCHANGED5,4075,40700%$236.6K$239.9K+$3.3K2026-10-14
Archford Capital Strategies, LLC
UNCHANGED5,4005,40000%$236.3K$239.6K+$3.3K2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED5,2135,21300%$228.1K$231.3K+$3.2K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED5,1394,616+523+11%$202.0K$228.0K+$26.0K2026-11-05
L. Roy Papp & Associates, LLP
NEW5,059—+5,059——$224.5K—2026-10-21
Baldwin Wealth Partners LLC
UNCHANGED5,0005,00000%$218.8K$221.9K+$3.1K2026-10-13
Resonant Capital Advisors, LLC
UNCHANGED5,0005,00000%$218.8K$221.9K+$3.1K2026-10-15
Pavion Blue Capital, LLC
UNCHANGED4,8804,88000%$213.5K$216.5K+$3.0K2026-11-05
Wealth Alliance Advisory Group, LLC
UNCHANGED4,7504,75000%$207.9K$210.8K+$2.9K2026-10-14
Atria Investments, Inc
DECREASED4,7234,778-55-1%$209.1K$209.6K+$4952026-10-15
Advisor Resource Council
UNCHANGED4,6954,69500%$205.1K$214.0K+$8.9K2026-11-05
American National Bank & Trust
UNCHANGED4,6934,69300%$205.4K$208.2K+$2.9K2026-10-07
Enzi Wealth
UNCHANGED4,5754,57500%$210.1K$207.3K-$2.7K2026-10-14
Larson Financial Group LLC
INCREASED4,5261,158+3,368+291%$50.7K$200.8K+$150.1K2026-11-05
Wespac Advisors, LLC
DECREASED4,5094,887-378-8%$213.9K$200.1K-$13.8K2026-10-26
IFP Advisors, Inc
INCREASED4,3662,801+1,565+56%$122.6K$193.7K+$71.1K2026-10-16
Central Trust Co
UNCHANGED4,2054,20500%$184.0K$186.6K+$2.6K2026-11-05
Planning Strategies Inc.
INCREASED3,1993,163+36+1%$138.4K$141.9K+$3.5K2026-10-02
Compass Financial Management LLC
INCREASED3,0793,023+56+2%$132.3K$136.6K+$4.3K2026-10-30
State of Wyoming
NEW2,966—+2,966——$131.6K—2026-10-28
Cedar Mountain Advisors, LLC
INCREASED2,2632,221+42+2%$97.2K$100.4K+$3.2K2026-10-15
Madden Securities Corp
NEW2,000—+2,000——$88.7K—2026-10-27
Toth Financial Advisory Corp
UNCHANGED1,8351,83500%$80.3K$81.4K+$1.1K2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED1,8001,80000%$78.8K$79.9K+$1.1K2026-11-04
Creative Financial Designs Inc
UNCHANGED1,7591,75900%$77.0K$78.0K+$1.1K2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED1,5661,56600%$68.5K$69.5K+$9552026-10-22
MTM Investment Management, LLC
UNCHANGED1,0001,00000%$43.8K$44.4K+$6102026-10-30
Farther Finance Advisors, LLC
INCREASED924670+254+38%$29.3K$41.0K+$11.7K2026-10-08
Financial Network Wealth Advisors LLC
INCREASED848832+16+2%$36.4K$37.6K+$1.2K2026-10-28
Lanark Financial, Inc.
INCREASED805798+7+1%$34.9K$35.7K+$7722026-10-26
Armstrong Advisory Group, Inc
UNCHANGED70070000%$30.6K$31.1K+$4272026-10-09
Westside Investment Management, Inc.
UNCHANGED64764700%$28.3K$28.7K+$3942026-11-02
Avion Wealth
UNCHANGED60060000%$26.0K$26-$26.0K2026-11-04
Pension & Wealth Management Advisors, Inc.
NEW570—+570——$25.3K—2026-10-16
Mather Group, Llc.
DECREASED546910-364-40%$39.8K$24.2K-$15.6K2026-10-14
Assetmark, Inc
UNCHANGED42242200%$18.5K$18.7K+$2572026-10-21
Princeton Global Asset Management LLC
UNCHANGED40040000%$17.5K$17.7K+$2442026-10-21
Gamma Investing LLC
UNCHANGED35135100%$15.4K$15.6K+$2142026-10-08
Mcdonald Partners LLC
UNCHANGED31331300%$13.7K$13.9K+$1912026-11-03
Caldwell Trust Co
UNCHANGED22522500%$9.8K$10.0K+$1372026-10-30
Asset Dedication, LLC
DECREASED200280-80-29%$12.3K$8.9K-$3.4K2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED20020000%$8.8K$8.9K+$1222026-10-09
First Horizon Corp
UNCHANGED17617600%$7.7K$7.8K+$1072026-10-26
Abound Wealth Management
INCREASED150118+32+27%$5.2K$6.7K+$1.5K2026-10-26
West Financial Advisors, LLC
INCREASED122119+3+3%$5.2K$5.4K+$1752026-10-22
Silver Grove Financial Group, Inc.
DECREASED105113-8-7%$4.9K$4.7K-$2862026-11-05
GK Wealth Management LLC
NEW100—+100——$4.4K—2026-10-09
Markowski Investments
UNCHANGED868600%$3.8K$3.8K+$532026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED474700%$2$2$02026-10-27
Wolff Wiese Magana LLC
UNCHANGED363600%$1.6K$1.6K+$222026-10-15
CoreCap Advisors, LLC
UNCHANGED303000%$1.3K$1.3K+$182026-10-08
Next Level Wealth Planning, LLC
NEW26—+26——$1.2K—2026-10-29
Autumn Glory Partners, LLC
CLOSED022,000-22,000-100%$962.7K$0-$962.7K2026-10-26
Simplex Trading, LLC
CLOSED019,324-19,324-100%$845.6K$0-$845.6K2026-11-04
Dimensional Fund Advisors LP
CLOSED011,820-11,820-100%$517.2K$0-$517.2K2026-11-04
Savant Capital, LLC
CLOSED07,348-7,348-100%$312.4K$0-$312.4K2026-11-06
Bokf, NA
CLOSED01,333-1,333-100%$58.3K$0-$58.3K2026-10-27
International Assets Investment Management, LLC
CLOSED01,012-1,012-100%$43.6K$0-$43.6K2026-11-02
Vestor Capital, LLC
CLOSED0807-807-100%$78$0-$782026-11-04
Founders Capital Management
CLOSED0600-600-100%$26.3K$0-$26.3K2026-10-13
Axiom Investment Management LLC
CLOSED0450-450-100%$19.7K$0-$19.7K2026-11-03
State of Alaska, Department of Revenue
CLOSED0447-447-100%$19$0-$192026-10-15
Vermillion Wealth Management, Inc.
CLOSED0246-246-100%$10.8K$0-$10.8K2026-10-26
TD Waterhouse Canada Inc.
CLOSED0200-200-100%$8.6K$0-$8.6K2026-10-16
Invesco Ltd.
N/A—24,122,314-24,122,314-100%$1.1B———
Morgan Stanley
N/A—21,230,903-21,230,903-100%$929.1M———
Blackstone Inc.
N/A—10,367,520-10,367,520-100%$453.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,637,568-8,637,568-100%$378.0M———
Goldman Sachs Group Inc
N/A—8,527,559-8,527,559-100%$373.2M———
Tortoise Capital Advisors, L.L.C.
N/A—6,506,154-6,506,154-100%$284.7M———
Neuberger Berman Group LLC
N/A—6,190,369-6,190,369-100%$270.9M———
Kayne Anderson Capital Advisors LP
N/A—3,928,197-3,928,197-100%$171.9M———
UBS Group AG
N/A—3,567,482-3,567,482-100%$156.1M———
Clearbridge Investments, LLC
N/A—2,711,343-2,711,343-100%$118.6M———
Westwood Holdings Group Inc
N/A—2,183,188-2,183,188-100%$95.5M———
BNP Paribas Financial Markets
N/A—1,992,817-1,992,817-100%$87.2M———
ING Groep NV
N/A—1,587,500-1,587,500-100%$69.5M———
Bank of America Corp
N/A—1,366,602-1,366,602-100%$59.8M———
Berkley W R Corp
N/A—1,266,970-1,266,970-100%$55.4M———
Infrastructure Capital Advisors, LLC
N/A—1,217,182-1,217,182-100%$53.3M———
Recurrent Investment Advisors LLC
N/A—1,133,291-1,133,291-100%$49.6M———
JPMorgan Chase & Co
N/A—980,558-980,558-100%$42.5M———
Stifel Financial Corp
N/A—975,975-975,975-100%$42.7M———
Longfellow Investment Management Co LLC
N/A—914,525-914,525-100%$40.0M———
Wells Fargo & Company
N/A—862,254-862,254-100%$37.7M———
First Trust Advisors LP
N/A—757,171-757,171-100%$33.1M———
HRT Financial LP
N/A—747,937-747,937-100%$32.7M———
Brookfield Corp
N/A—731,378-731,378-100%$32.0M———
CIBC Bancorp USA Inc.
N/A—645,168-645,168-100%$28.2M———
Texas Yale Capital Corp.
N/A—638,096-638,096-100%$27.9M———
Raymond James Financial Inc
N/A—566,167-566,167-100%$24.8M———
Allianz Asset Management GmbH
N/A—443,487-443,487-100%$19.4M———
Empowered Funds, LLC
N/A—362,716-362,716-100%$15.9M———
RR Advisors, LLC
N/A—356,123-356,123-100%$15.6M———
Empirical Finance, LLC
N/A—330,016-330,016-100%$14.4M———
LPL Financial LLC
N/A—325,656-325,656-100%$14.3M———
Jennison Associates LLC
N/A—313,367-313,367-100%$13.7M———
Citadel Advisors LLC
N/A—304,274-304,274-100%$13.3M———
Knollwood Investment Advisory, LLC
N/A—301,032-301,032-100%$13.2M———
Susquehanna Portfolio Strategies, LLC
N/A—287,825-287,825-100%$12.6M———
Sovereign Investment Advisors, LLC
N/A—274,479-274,479-100%$12.0M———
Slotnik Capital, LLC
N/A—262,614-262,614-100%$11.5M———
Waverly Advisors, LLC
N/A—250,869-250,869-100%$11.0M———
Victory Capital Management Inc
N/A—249,581-249,581-100%$10.9M———
Advisors Asset Management, Inc.
N/A—232,840-232,840-100%$10.2M———
Stephens Inc
N/A—215,066-215,066-100%$9.4M———
Royal Bank of Canada
N/A—207,128-207,128-100%$9.1M———
Heronetta Management, L.P.
N/A—206,361-206,361-100%$9.0M———
Arax Advisory Partners
N/A—202,996-202,996-100%$8.9M———
Militia Capital Management LLC
N/A—200,250-200,250-100%$8.8M———
Horizon Kinetics Asset Management LLC
N/A—172,227-172,227-100%$7.5M———
Sanctuary Advisors, LLC
N/A—144,248-144,248-100%$6.3M———
Bank of Montreal
N/A—139,447-139,447-100%$6.1M———
Mariner, LLC
N/A—137,042-137,042-100%$6.0M———
Treasurer of the State of North Carolina
N/A—135,028-135,028-100%$5.9M———
Rockefeller Capital Management L.P.
N/A—134,118-134,118-100%$5.9M———
CIBC World Market Inc.
N/A—132,700-132,700-100%$5.8M———
Cresset Asset Management, LLC
N/A—131,835-131,835-100%$5.8M———
Envestnet Asset Management Inc
N/A—110,559-110,559-100%$4.8M———
Lavaca Capital LLC
N/A—108,000-108,000-100%$4.7M———
Cetera Investment Advisers
N/A—99,433-99,433-100%$4.4M———
HighTower Advisors, LLC
N/A—98,294-98,294-100%$4.3M———
Summit Financial, LLC
N/A—94,579-94,579-100%$4.1M———
Glenmede Trust Co NA
N/A—85,481-85,481-100%$3.7M———
Pathstone Holdings, LLC
N/A—83,078-83,078-100%$3.6M———
MAI Capital Management
N/A—73,587-73,587-100%$3.2M———
NewEdge Advisors, LLC
N/A—71,977-71,977-100%$3.1M———
Hartree Partners, LP
N/A—66,000-66,000-100%$2.9M———
BlackRock, Inc.
N/A—65,655-65,655-100%$2.9M———
Van Eck Associates Corp
N/A—63,189-63,189-100%$2.8M———
Dividend Assets Capital, LLC
N/A—59,492-59,492-100%$2.6M———
Captrust Financial Advisors
N/A—54,487-54,487-100%$2.4M———
Huntington National Bank
N/A—49,999-49,999-100%$2.2M———
Wexford Capital LP
N/A—48,526-48,526-100%$2.1M———
SageGuard Financial Group, LLC
N/A—44,477-44,477-100%$1.9M———
Jane Street Group, LLC
N/A—44,072-44,072-100%$1.9M———
Cary Street Partners Investment Advisory LLC
N/A—43,655-43,655-100%$1.9M———
AlTi Global, Inc.
N/A—42,800-42,800-100%$1.9M———
Quantinno Capital Management LP
N/A—42,161-42,161-100%$1.8M———
Osaic Holdings, Inc.
N/A—41,633-41,633-100%$1.8M———
Guggenheim Capital LLC
N/A—39,913-39,913-100%$1.7M———
FMR LLC
N/A—39,236-39,236-100%$1.7M———
Northern Trust Corp
N/A—38,491-38,491-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—37,727-37,727-100%$1.7M———
Requisite Capital Management, LLC
N/A—36,046-36,046-100%$1.6M———
IFG Advisory, LLC
N/A—36,044-36,044-100%$1.6M———
Cedar Wealth Management, LLC
N/A—34,542-34,542-100%$1.5M———
IEQ Capital, LLC
N/A—32,253-32,253-100%$1.4M———
Cerity Partners LLC
N/A—31,209-31,209-100%$1.4M———
NewEdge Wealth, LLC
N/A—29,500-29,500-100%$1.3M———
PFG Investments, LLC
N/A—29,201-29,201-100%$1.3M———
Silvercrest Asset Management Group LLC
N/A—28,970-28,970-100%$1.3M———
BWM Planning, LLC
N/A—28,325-28,325-100%$1.2M———
Curi Capital, LLC
N/A—27,938-27,938-100%$1.2M———
Moors & Cabot, Inc.
N/A—26,577-26,577-100%$1.2M———
American Financial Group Inc
N/A—25,500-25,500-100%$1.1M———
Summit Trail Advisors, LLC
N/A—25,135-25,135-100%$1.1M———
Fidelis Capital Partners, LLC
N/A—25,020-25,020-100%$1.1M———
JBF Capital, Inc.
N/A—25,000-25,000-100%$1.1M———
Ardsley Advisory Partners LP
N/A—25,000-25,000-100%$1.1M———
Advisory Services Network, LLC
N/A—24,501-24,501-100%$1.1M———
Jump Financial, LLC
N/A—24,308-24,308-100%$1.1M———
Janney Montgomery Scott LLC
N/A—23,052-23,052-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—22,005-22,005-100%$962.9K———
Cvfg LLC
N/A—21,630-21,630-100%$946.5K———
Hurricane Capital Advisors LLC
N/A—20,501-20,501-100%$897.1K———
Mutual Advisors, LLC
N/A—20,253-20,253-100%$886.3K———
Navellier & Associates Inc
N/A—18,111-18,111-100%$792.5K———
Bramshill Investments, LLC
N/A—18,043-18,043-100%$789.6K———
Snowden Capital Advisors LLC
N/A—17,440-17,440-100%$763.2K———
GSA Capital Partners LLP
N/A—17,429-17,429-100%$763.0K———
Stratos Wealth Partners, Ltd.
N/A—17,086-17,086-100%$747.7K———
Caprock Group, LLC
N/A—16,365-16,365-100%$716.1K———
Blair William & Co
N/A—16,335-16,335-100%$714.8K———
Diversified Trust Co
N/A—16,251-16,251-100%$711.1K———
Kovack Advisors, Inc.
N/A—16,251-16,251-100%$710.2K———
Bollard Group LLC
N/A—16,219-16,219-100%$710.0K———
Acadian Asset Management LLC
N/A—15,931-15,931-100%$697.0K———
&partners
N/A—15,476-15,476-100%$677.2K———
Focus Partners Wealth
N/A—15,344-15,344-100%$671.5K———
Fayez Sarofim & Co
N/A—14,704-14,704-100%$643.4K———
Icon Wealth Advisors, LLC
N/A—14,347-14,347-100%$627.8K———
Bitterroot Capital Advisors LLC
N/A—14,298-14,298-100%$625.7K———
Oxinas Partners, LLC
N/A—13,761-13,761-100%$602.2K———
Castleark Management LLC
N/A—13,390-13,390-100%$585.9K———
Peapack Gladstone Financial Corp
N/A—12,302-12,302-100%$539.0K———
Global Retirement Partners, LLC
N/A—12,027-12,027-100%$526.3K———
South Street Advisors LLC
N/A—11,660-11,660-100%$510.2K———
Fiduciary Group, LLC
N/A—11,420-11,420-100%$499.7K———
Whalerock Point Partners, LLC
N/A—10,600-10,600-100%$463.9K———
F/m Investments LLC
N/A—10,340-10,340-100%$452.5K———
Schulhoff & Co Inc
N/A—10,100-10,100-100%$442.0K———
Hardy Reed LLC
N/A—10,050-10,050-100%$439.8K———
Belpointe Asset Management LLC
N/A—10,000-10,000-100%$437.6K———
Integrated Wealth Concepts LLC
N/A—9,922-9,922-100%$434.2K———
Private Advisor Group, LLC
N/A—9,902-9,902-100%$433.3K———
Tocqueville Asset Management L.P.
N/A—9,698-9,698-100%$424.4K———
Collaborative Capital Advisors LLC
N/A—9,620-9,620-100%$421.0K———
SG Americas Securities, LLC
N/A—9,459-9,459-100%$414.0K———
Commerce Bank
N/A—9,367-9,367-100%$409.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—9,327-9,327-100%$408.1K———
Gabelli Funds LLC
N/A—9,051-9,051-100%$396.1K———
Cascade Financial Partners, LLC
N/A—8,926-8,926-100%$390.6K———
IHT Wealth Management, LLC
N/A—8,833-8,833-100%$386.5K———
Tidal Investments LLC
N/A—8,769-8,769-100%$383.7K———
Stonebridge Financial Group, LLC / MO
N/A—8,431-8,431-100%$369.0K———
M&T Bank Corp
N/A—8,276-8,276-100%$362.2K———
DRW Securities, LLC
N/A—8,024-8,024-100%$351.1K———
Susquehanna International Group, LLP
N/A—7,393-7,393-100%$323.5K———
Sequoia Financial Advisors, LLC
N/A—7,175-7,175-100%$314.0K———
Virtu Financial LLC
N/A—6,880-6,880-100%$301.0K———
Brown Brothers Harriman & Co
N/A—6,816-6,816-100%$298.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—6,450-6,450-100%$282.3K———
Naviter Wealth, LLC
N/A—6,400-6,400-100%$280.1K———
Donaldson Capital Management, LLC
N/A—6,340-6,340-100%$277.4K———
Ameriprise Financial Inc
N/A—6,226-6,226-100%$272.5K———
Highlander Partners, L.P.
N/A—6,100-6,100-100%$266.9K———
Bradley Foster & Sargent Inc
N/A—5,993-5,993-100%$262.3K———
AE Wealth Management LLC
N/A—5,925-5,925-100%$259.3K———
Pasadena Private Wealth, LLC
N/A—5,810-5,810-100%$254.2K———
Kingsview Wealth Management, LLC
N/A—5,784-5,784-100%$253.1K———
Barnett & Company, Inc.
N/A—5,700-5,700-100%$249.4K———
Jaffetilchin Investment Partners, LLC
N/A—5,661-5,661-100%$247.7K———
First Trust Capital Management L.P.
N/A—5,622-5,622-100%$246.0K———
Capital Advisors Inc
N/A—5,600-5,600-100%$245.1K———
Investor's Fiduciary Advisor Network, LLC
N/A—5,500-5,500-100%$240.0K———
American Century Companies Inc
N/A—5,327-5,327-100%$233.1K———
Mercer Global Advisors Inc
N/A—5,272-5,272-100%$230.7K———
Amplify Investments, LLC
N/A—5,040-5,040-100%$220.6K———
SCS Capital Management LLC
N/A—4,883-4,883-100%$213.7K———
Legacy Capital Wealth Management, LLC
N/A—4,775-4,775-100%$209.0K———
Arkadios Wealth Advisors
N/A—4,672-4,672-100%$204.4K———
McElhenny Sheffield Capital Management, LLC
N/A—4,575-4,575-100%$200.2K———
Virtus Investment Advisers, LLC
N/A—4,543-4,543-100%$198.8K———
Atlantic Union Bankshares Corp
N/A—4,530-4,530-100%$198.2K———
Ameriflex Group, Inc.
N/A—4,036-4,036-100%$176.6K———
Geneos Wealth Management Inc.
N/A—3,587-3,587-100%$157.0K———
Jones Financial Companies Lllp
N/A—3,338-3,338-100%$143.6K———
Harbour Investments, Inc.
N/A—2,410-2,410-100%$105.5K———
SouthState Bank Corp
N/A—1,251-1,251-100%$54.7K———
HM Payson & Co
N/A—1,121-1,121-100%$49.1K———
Elequin Capital, LP
N/A—1,039-1,039-100%$45.5K———
Cary Street Partners Financial LLC
N/A—1,017-1,017-100%$44.5K———
Sankala Group LLC
N/A—1,000-1,000-100%$49.7K———
Institute for Wealth Management, Llc.
N/A—959-959-100%$42.0K———
Allworth Financial LP
N/A—954-954-100%$41.8K———
Continuum Advisory, LLC
N/A—945-945-100%$41.4K———
Northwestern Mutual Wealth Management Co
N/A—814-814-100%$35.6K———
Whittier Trust Co
N/A—808-808-100%$35.3K———
Rothschild Investment LLC
N/A—793-793-100%$34.7K———
Glen Eagle Advisors, LLC
N/A—693-693-100%$30.3K———
Truvestments Capital LLC
N/A—585-585-100%$25.6K———
Capital Analysts, LLC
N/A—578-578-100%$25———
Russell Investments Group, Ltd.
N/A—478-478-100%$20.9K———
Heritage Wealth Advisors
N/A—375-375-100%$16.4K———
UBS Asset Management Americas LLC
N/A—358-358-100%$15.7K———
Hantz Financial Services, Inc.
N/A—295-295-100%$13.0K———
Whittier Trust Co of Nevada Inc
N/A—248-248-100%$11.1K———
Osbon Capital Management LLC
N/A—218-218-100%$9.5K———
Allied Private Wealth LLC
N/A—213-213-100%$9.7K———
Aventura Private Wealth, LLC
N/A—200-200-100%$8.8K———
Keating Financial Advisory Services, Inc.
N/A—191-191-100%$8.4K———
HHM Wealth Advisors, LLC
N/A—150-150-100%$6.6K———
Bogart Wealth, LLC
N/A—150-150-100%$6.5K———
Optiver Holding B.V.
N/A—147-147-100%$6.4K———
Caldwell Sutter Capital, Inc.
N/A—130-130-100%$5.7K———
Basepoint Wealth LLC
N/A—114-114-100%$5.0K———
Providence Capital Advisors, LLC
N/A—109-109-100%$4.8K———
SHP Wealth Management
N/A—75-75-100%$3.3K———
Bessemer Group Inc
N/A—65-65-100%$3———
Luminist Capital LLC
N/A—61-61-100%$2.7K———
BFC Planning, Inc.
N/A—41-41-100%$1.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—41-41-100%$1.8K———
Rialto Wealth Management, LLC
N/A—14-14-100%$613———
Tower Research Capital LLC (TRC)
N/A—12-12-100%$525———
Westend Capital Management, LLC
N/A—2-2-100%$107———
Showing 384 of 384 institutions