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Wisdomtree Japan Hedged EQ (DXJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of Montreal
INCREASED
Shares806,410 from 601,307
Change+205,103 (+34%)
Value$145.6M (+$41.3M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares661,231 from 634,359
Change+26,872 (+4%)
Value$119.4M (+$9.3M)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares435,891 from 447,642
Change-11,751 (-3%)
Value$78.7M (+$1.0M)
Filed 2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED
Shares270,047 from 195,785
Change+74,262 (+38%)
Value$48.8K (+$14.8K)
Filed 2026-10-08
Rice Partnership, LLC
INCREASED
Shares198,610 from 196,780
Change+1,830 (+1%)
Value$35.9M (+$1.7M)
Filed 2026-11-09
AlTi Global, Inc.
DECREASED
Shares110,650 from 112,650
Change-2,000 (-2%)
Value$20.0M (+$430.8K)
Filed 2026-11-09
Truist Financial Corp
INCREASED
Shares96,038 from 92,228
Change+3,810 (+4%)
Value$17.3M (+$1.3M)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares88,610 from 97,030
Change-8,420 (-9%)
Value$16.0M (-$838.1K)
Filed 2026-10-07
Precedent Wealth Partners, LLC
INCREASED
Shares82,815 from 76,074
Change+6,741 (+9%)
Value$15.0M (+$1.8M)
Filed 2026-10-21
Hamilton Capital, LLC
INCREASED
Shares79,428 from 74,928
Change+4,500 (+6%)
Value$14.3M (+$1.3M)
Filed 2026-10-08
Ocean Park Asset Management, LLC
INCREASED
Shares76,603 from 74,703
Change+1,900 (+3%)
Value$13.8M (+$868.2K)
Filed 2026-10-21
JBGlobal.com LLC
DECREASED
Shares73,842 from 74,610
Change-768 (-1%)
Value$13.3M (+$385.9K)
Filed 2026-10-13
Warner Group LLC
INCREASED
Shares72,332 from 34,195
Change+38,137 (+112%)
Value$13.1M (+$7.1M)
Filed 2026-11-09
Almanack Investment Partners, Llc.
INCREASED
Shares70,067 from 69,389
Change+678 (+1%)
Value$12.7M (+$610.2K)
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares69,086 from 99,165
Change-30,079 (-30%)
Value$12.5M (-$4.7M)
Filed 2026-11-05
Madrid Financial Services
DECREASED
Shares60,625 from 61,163
Change-538 (-1%)
Value$10.9M (+$332.9K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares59,339 from 57,831
Change+1,508 (+3%)
Value$10.7M (+$678.8K)
Filed 2026-11-02
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares55,500 from 55,500
Change0 (0%)
Value$100.2K (+$9.6K)
Filed 2026-11-02
Berkeley, Inc
INCREASED
Shares51,497 from 45,188
Change+6,309 (+14%)
Value$9.3M (+$1.5M)
Filed 2026-10-20
Sharper & Granite LLC
INCREASED
Shares46,508 from 44,588
Change+1,920 (+4%)
Value$7.4M (-$361.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares40,492 from 41,207
Change-715 (-2%)
Value$7.3M (+$160.7K)
Filed 2026-11-02
Nvest Wealth Strategies, Inc.
INCREASED
Shares38,968 from 38,553
Change+415 (+1%)
Value$7.0M (+$345.9K)
Filed 2026-10-14
Deutsche Bank Ag\
UNCHANGED
Shares38,187 from 38,187
Change0 (0%)
Value$6.9M (+$268.5K)
Filed 2026-11-06
Grey Ledge Advisors, LLC
INCREASED
Shares37,019 from 35,568
Change+1,451 (+4%)
Value$6.7M (+$511.9K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares36,050 from 34,145
Change+1,905 (+6%)
Value$6.5M (+$584.0K)
Filed 2026-11-04
Geneos Wealth Management Inc.
DECREASED
Shares34,223 from 36,053
Change-1,830 (-5%)
Value$6.2M (-$77.0K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,378 from 10,213
Change+22,165 (+217%)
Value$1.9M (+$144.3K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares32,181 from 33,692
Change-1,511 (-4%)
Value$5.8M (-$35.9K)
Filed 2026-10-29
Avid Wealth Partners LLC
INCREASED
Shares31,751 from 30,939
Change+812 (+3%)
Value$5.7M (+$364.1K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares30,973 from 60,935
Change-29,962 (-49%)
Value$5.6M (-$5.0M)
Filed 2026-10-27
HighTower Advisors, LLC
INCREASED
Shares27,795 from 26,305
Change+1,490 (+6%)
Value$5.0M (+$453.9K)
Filed 2026-11-10
Parsons Capital Management Inc
INCREASED
Shares27,611 from 27,511
Change+100 (+0%)
Value$5.0M (+$211.5K)
Filed 2026-10-28
Innovative Advisory Group, LLC
INCREASED
Shares25,058 from 17,642
Change+7,416 (+42%)
Value$4.5M (+$1.5M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares24,779 from 24,781
Change-2 (0%)
Value$4.5K (-$4.3M)
Filed 2026-11-02
E&G Advisors, LLC
INCREASED
Shares24,144 from 20,810
Change+3,334 (+16%)
Value$4.4M (+$748.2K)
Filed 2026-10-13
Patten & Patten Inc
INCREASED
Shares24,066 from 21,691
Change+2,375 (+11%)
Value$4.3M (+$581.3K)
Filed 2026-10-26
Karnit Road Accident Victims Compensation Fund
INCREASED
Shares20,836 from 19,156
Change+1,680 (+9%)
Value$3.8M (+$438.0K)
Filed 2026-11-04
Sage Private Wealth Group, LLC
NEW
Shares20,175
Change+20,175
Value$3.6M
Filed 2026-10-21
S&CO Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$3.6K (-$3.5M)
Filed 2026-11-10
XY Planning Network, Inc.
INCREASED
Shares19,958 from 19,946
Change+12 (+0%)
Value$3.6M (+$142.4K)
Filed 2026-10-14
Harbour Investments, Inc.
DECREASED
Shares19,346 from 19,360
Change-14 (0%)
Value$3.5M (+$133.7K)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
INCREASED
Shares18,827 from 16,782
Change+2,045 (+12%)
Value$3.4M (+$486.7K)
Filed 2026-11-09
Global View Capital Management LLC
INCREASED
Shares18,679 from 17,663
Change+1,016 (+6%)
Value$3.4M (+$307.6K)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares18,638 from 324,400
Change-305,762 (-94%)
Value$1.1M (-$55.2M)
Filed 2026-11-03
Algorithmic Investment Models, LLC
INCREASED
Shares18,027 from 7,722
Change+10,305 (+133%)
Value$3.3M (+$1.9M)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares17,926 from 18,610
Change-684 (-4%)
Value$3.2M (+$7.2K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
INCREASED
Shares15,721 from 13,065
Change+2,656 (+20%)
Value$2.8M (+$571.4K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares14,951 from 14,463
Change+488 (+3%)
Value$2.7M (+$189.8K)
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
INCREASED
Shares14,857 from 11,655
Change+3,202 (+27%)
Value$2.7M (+$660.1K)
Filed 2026-11-03
Moulton Wealth Management, Inc
DECREASED
Shares14,533 from 14,622
Change-89 (-1%)
Value$2.6M (+$41.2K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares13,686 from 14,016
Change-330 (-2%)
Value$2.5M (+$39.0K)
Filed 2026-11-05
Next Level Private LLC
INCREASED
Shares13,017 from 13,011
Change+6 (+0%)
Value$2.4M (+$92.5K)
Filed 2026-10-20
Arete Wealth Advisors, LLC
DECREASED
Shares12,669 from 13,337
Change-668 (-5%)
Value$2.3M (-$32.0K)
Filed 2026-11-09
Dala Group, LLC
INCREASED
Shares12,407 from 11,144
Change+1,263 (+11%)
Value$2.2M (+$306.3K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares12,085 from 4,503
Change+7,582 (+168%)
Value$2.2M (+$1.4M)
Filed 2026-10-26
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$722.2K (-$1.4M)
Filed 2026-10-29
K2 Financial Inc.
INCREASED
Shares11,213 from 3,629
Change+7,584 (+209%)
Value$680.3K (+$27.9K)
Filed 2026-10-26
Comprehensive Wealth Management, LLC
DECREASED
Shares10,897 from 10,927
Change-30 (0%)
Value$2.0M (+$71.4K)
Filed 2026-11-02
Addison Advisors LLC
INCREASED
Shares10,780 from 9,842
Change+938 (+10%)
Value$1.9M (+$238.5K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares10,588 from 8,985
Change+1,603 (+18%)
Value$1.9K (-$1.6M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares10,055 from 8,988
Change+1,067 (+12%)
Value$1.8M (+$255.7K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
INCREASED
Shares9,983 from 9,979
Change+4 (+0%)
Value$1.8M (+$71.0K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares9,723 from 9,792
Change-69 (-1%)
Value$1.8M (+$56.4K)
Filed 2026-10-09
Stonebridge Financial Planning Group, LLC
INCREASED
Shares9,546 from 6,841
Change+2,705 (+40%)
Value$1.7M (+$536.4K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares9,530 from 9,129
Change+401 (+4%)
Value$1.7M (+$136.5K)
Filed 2026-10-23
Chemistry Wealth Management LLC
UNCHANGED
Shares9,477 from 9,477
Change0 (0%)
Value$1.7M (+$66.6K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares9,461 from 9,361
Change+100 (+1%)
Value$1.7K (-$1.6M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares8,752 from 8,206
Change+546 (+7%)
Value$1.6M (+$156.1K)
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares8,598 from 8,526
Change+72 (+1%)
Value$1.6M (+$72.9K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares8,046 from 8,054
Change-8 (0%)
Value$1.5M (+$55.2K)
Filed 2026-11-06
Capstone Wealth Management Group, Inc.
INCREASED
Shares7,924 from 7,299
Change+625 (+9%)
Value$1.4M (+$164.2K)
Filed 2026-10-19
Harbour Capital Advisors, LLC
UNCHANGED
Shares7,744 from 7,744
Change0 (0%)
Value$1.4M (+$29.2K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED
Shares7,210 from 7,210
Change0 (0%)
Value$1.3M (+$50.7K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares6,931 from 13,274
Change-6,343 (-48%)
Value$1.3M (-$1.1M)
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares6,787 from 7,807
Change-1,020 (-13%)
Value$1.2M (-$111.4K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares6,671 from 6,481
Change+190 (+3%)
Value$1.2M (+$79.9K)
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares6,493 from 6,077
Change+416 (+7%)
Value$1.2M (+$117.7K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares6,191 from 5,562
Change+629 (+11%)
Value$1.1M (+$150.7K)
Filed 2026-10-14
Mainstay Capital Management LLC
UNCHANGED
Shares5,849 from 5,849
Change0 (0%)
Value$1.1M (+$41.1K)
Filed 2026-11-09
Washington Growth Strategies LLC
UNCHANGED
Shares5,699 from 5,699
Change0 (0%)
Value$1.0M (+$40.1K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$1.0M (+$39.9K)
Filed 2026-10-26
Moneco Advisors, LLC
UNCHANGED
Shares5,616 from 5,616
Change0 (0%)
Value$1.0M (+$39.5K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares5,214 from 4,863
Change+351 (+7%)
Value$941.4K (+$97.7K)
Filed 2026-10-23
GFS Advisors, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$939.0K (+$36.7K)
Filed 2026-11-03
Revisor Wealth Management LLC
INCREASED
Shares5,195 from 2,318
Change+2,877 (+124%)
Value$468.2K (+$66.0K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares5,172 from 4,649
Change+523 (+11%)
Value$933.8K (+$127.1K)
Filed 2026-10-22
J.M. Arbour, LLC
DECREASED
Shares5,025 from 5,169
Change-144 (-3%)
Value$907.2K (+$10.3K)
Filed 2026-11-05
Western Wealth Management, LLC
DECREASED
Shares4,936 from 5,607
Change-671 (-12%)
Value$891.2K (-$81.8K)
Filed 2026-11-09
Eagle Strategies LLC
INCREASED
Shares4,912 from 4,750
Change+162 (+3%)
Value$886.8K (+$62.6K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares4,722 from 4,722
Change0 (0%)
Value$852.6K (+$33.2K)
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares4,538 from 1,977
Change+2,561 (+130%)
Value$275.3K (-$80.1K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares4,288 from 4,284
Change+4 (+0%)
Value$774.2K (+$30.8K)
Filed 2026-10-29
Mengis Capital Management, Inc.
INCREASED
Shares4,244 from 4,242
Change+2 (+0%)
Value$766.3K (+$30.2K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares4,191 from 3,212
Change+979 (+30%)
Value$756.7K (+$199.4K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares4,179 from 869
Change+3,310 (+381%)
Value$750.9K (+$598.1K)
Filed 2026-10-16
Langley Wealth Management, LLC
INCREASED
Shares4,086 from 3,091
Change+995 (+32%)
Value$737.7K (+$201.3K)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares3,959 from 4,059
Change-100 (-2%)
Value$714.8K (+$10.5K)
Filed 2026-10-28
J. Team Financial, Inc.
INCREASED
Shares3,766 from 3,152
Change+614 (+19%)
Value$679.9K (+$133.0K)
Filed 2026-11-03
Buckhead Capital Management LLC
UNCHANGED
Shares3,765 from 3,765
Change0 (0%)
Value$679.8K (+$26.5K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares3,663 from 3,545
Change+118 (+3%)
Value$661.3K (+$46.2K)
Filed 2026-10-13
Kane Investment Management, Inc.
INCREASED
Shares3,585 from 3,222
Change+363 (+11%)
Value$647.3K (+$88.2K)
Filed 2026-11-09
Noesis Capital Mangement Corp
UNCHANGED
Shares3,448 from 3,448
Change0 (0%)
Value$622.5K (+$24.2K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares3,348 from 1,092
Change+2,256 (+207%)
Value$201.2K (+$11.8K)
Filed 2026-10-15
Focus Financial Network, Inc.
NEW
Shares3,341
Change+3,341
Value$603.2K
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares3,335 from 3,341
Change-6 (0%)
Value$602.1K (+$22.4K)
Filed 2026-10-15
Donaldson Capital Management, LLC
INCREASED
Shares3,300 from 2,300
Change+1,000 (+43%)
Value$595.8K (+$196.7K)
Filed 2026-11-09
Auour Investments LLC
INCREASED
Shares3,269 from 2,891
Change+378 (+13%)
Value$590.2K (+$88.6K)
Filed 2026-10-28
Wedbush Securities Inc
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$567 (-$544.4K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
INCREASED
Shares3,093 from 2,678
Change+415 (+16%)
Value$558.4K (+$93.8K)
Filed 2026-11-05
Peregrine Asset Advisers, Inc.
UNCHANGED
Shares3,078 from 3,078
Change0 (0%)
Value$555.7K (+$21.6K)
Filed 2026-11-09
South Shore Capital Advisors
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$552.5K (+$21.5K)
Filed 2026-10-20
Elco Management Co., LLC
NEW
Shares3,000
Change+3,000
Value$541.7K
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares2,886 from 2,688
Change+198 (+7%)
Value$521.1K (+$54.6K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
NEW
Shares2,878
Change+2,878
Value$519.8K
Filed 2026-10-21
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$519.1K (+$20.2K)
Filed 2026-10-13
Cathy Pareto & Associates, Inc
INCREASED
Shares2,855 from 2,853
Change+2 (+0%)
Value$515.5K (+$20.3K)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED
Shares2,754 from 2,474
Change+280 (+11%)
Value$497.2K (+$67.9K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares2,736 from 2,758
Change-22 (-1%)
Value$494.0K (+$15.4K)
Filed 2026-10-28
Rose Capital Advisors LLC
NEW
Shares2,592
Change+2,592
Value$468.0K
Filed 2026-11-04
Ifrah Financial Services, Inc.
DECREASED
Shares2,561 from 2,593
Change-32 (-1%)
Value$462.4K (+$12.5K)
Filed 2026-10-13
Virtue Asset Management LLC
INCREASED
Shares2,538 from 1,984
Change+554 (+28%)
Value$458.2K (+$114.0K)
Filed 2026-10-21
Formidable Asset Management, LLC
DECREASED
Shares2,532 from 2,830
Change-298 (-11%)
Value$439.4K (-$9.4K)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$451.4K (+$17.6K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$449.0K (+$17.5K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares2,456 from 2,553
Change-97 (-4%)
Value$443.4K (+$434)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares2,433 from 2,398
Change+35 (+1%)
Value$439.4K (+$23.3K)
Filed 2026-11-06
Triad Wealth Partners, LLC
NEW
Shares2,244
Change+2,244
Value$405.2K
Filed 2026-10-26
TopTier Wealth Management, LLC
INCREASED
Shares2,167 from 1,773
Change+394 (+22%)
Value$391.2K (+$83.6K)
Filed 2026-10-16
Portfolio Resources Advisor Group, Inc.
NEW
Shares2,165
Change+2,165
Value$391.0K
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares2,126 from 6,741
Change-4,615 (-68%)
Value$383.8K (-$785.8K)
Filed 2026-10-08
Ascent Group, LLC
DECREASED
Shares2,125 from 2,560
Change-435 (-17%)
Value$383.7K (-$60.5K)
Filed 2026-10-30
Waystone Advisors LLC
DECREASED
Shares2,093 from 2,133
Change-40 (-2%)
Value$363.2K (-$6.9K)
Filed 2026-10-16
Capital Management Corp
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$365.6K (+$14.2K)
Filed 2026-10-29
Davenport & Co LLC
DECREASED
Shares1,995 from 2,311
Change-316 (-14%)
Value$360.3K (-$40.7K)
Filed 2026-10-14
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$356 (-$342.6K)
Filed 2026-11-09
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$354.6K (+$13.9K)
Filed 2026-10-26
Cooper Financial Group
DECREASED
Shares1,934 from 2,380
Change-446 (-19%)
Value$349.1K (-$63.9K)
Filed 2026-10-07
Meitav Investment House LTD
DECREASED
Shares1,894 from 442,091
Change-440,197 (-100%)
Value$342.0K (-$76.4M)
Filed 2026-10-28
Welch Group, LLC
DECREASED
Shares1,870 from 3,058
Change-1,188 (-39%)
Value$337.6K (-$193.0K)
Filed 2026-10-29
City Center Advisors, LLC
INCREASED
Shares1,811 from 1,596
Change+215 (+13%)
Value$327.0K (+$50.0K)
Filed 2026-10-08
Kanawha Capital Management LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$311.4K (+$12.1K)
Filed 2026-10-19
Fulcrum Wealth Advisors, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$306.9K (+$12.0K)
Filed 2026-10-16
Belvedere Trading LLC
NEW
Shares1,684
Change+1,684
Value$304.0K
Filed 2026-11-05
Maseco LLP
INCREASED
Shares1,669 from 1,668
Change+1 (+0%)
Value$300.8K (+$11.2K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares1,648 from 1,647
Change+1 (+0%)
Value$297.5K (+$11.6K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares1,644 from 1,342
Change+302 (+23%)
Value$296.8K (+$64.0K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,632 from 1,477
Change+155 (+10%)
Value$294.7K (+$38.4K)
Filed 2026-10-21
Barry Investment Advisors, LLC
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$289.3K (+$11.3K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,593 from 169,215
Change-167,622 (-99%)
Value$288 (-$29.4M)
Filed 2026-11-02
LongView Wealth Management
INCREASED
Shares1,574 from 1,481
Change+93 (+6%)
Value$284.2K (+$27.2K)
Filed 2026-10-19
Phoenix Financial Ltd.
DECREASED
Shares1,564 from 6,746
Change-5,182 (-77%)
Value$282.4K (-$888.2K)
Filed 2026-11-09
Basso Capital Management, L.P.
NEW
Shares1,550
Change+1,550
Value$279.9K
Filed 2026-10-30
Wealth Preservation Advisors, LLC
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$276.8K (+$10.8K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares1,532 from 1,258
Change+274 (+22%)
Value$276.6K (+$58.3K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,530 from 1,229
Change+301 (+24%)
Value$276.2K (+$62.9K)
Filed 2026-10-19
Indivisible Partners
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$267.3K (+$10.5K)
Filed 2026-10-26
Bourgeon Capital Management LLC
UNCHANGED
Shares1,467 from 1,467
Change0 (0%)
Value$264.9K (+$10.3K)
Filed 2026-10-19
Oarsman Capital, Inc.
INCREASED
Shares1,462 from 1,450
Change+12 (+1%)
Value$264.0K (+$12.4K)
Filed 2026-11-05
GK Wealth Management LLC
DECREASED
Shares1,432 from 1,940
Change-508 (-26%)
Value$258.5K (-$78.1K)
Filed 2026-10-09
Obsidian CIO, LLC
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$257.2K (+$10.0K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
NEW
Shares1,378
Change+1,378
Value$248.8K
Filed 2026-11-05
International Assets Investment Management, LLC
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$246.9K (+$5.5K)
Filed 2026-11-02
Goldenstone Wealth Management LLC
INCREASED
Shares1,360 from 1,205
Change+155 (+13%)
Value$245.5K (+$36.4K)
Filed 2026-11-04
True North Advisors, LLC
DECREASED
Shares1,358 from 1,368
Change-10 (-1%)
Value$245.2K (+$7.8K)
Filed 2026-10-22
Clay Northam Wealth Management, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$243.7K (+$9.5K)
Filed 2026-10-13
Occidental Asset Management, LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$235.8K (+$9.2K)
Filed 2026-11-05
Tortoise Investment Management, LLC
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$229.3K (+$8.9K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares1,248 from 350
Change+898 (+257%)
Value$225.3K (+$164.6K)
Filed 2026-11-06
Argyle Capital Partners, LLC
DECREASED
Shares1,247 from 1,277
Change-30 (-2%)
Value$225.1K (+$3.6K)
Filed 2026-10-23
RFG Advisory, LLC
NEW
Shares1,168
Change+1,168
Value$211.0K
Filed 2026-11-03
OFC Financial Planning, LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$209.4K (+$8.2K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares1,152 from 1,380
Change-228 (-17%)
Value$208.0K (-$31.5K)
Filed 2026-10-22
McHugh Group, LLC
NEW
Shares1,150
Change+1,150
Value$207.6K
Filed 2026-10-19
HighPoint Advisor Group LLC
DECREASED
Shares1,144 from 1,195
Change-51 (-4%)
Value$206.6K (-$795)
Filed 2026-11-09
Private Trust Co NA
INCREASED
Shares988 from 950
Change+38 (+4%)
Value$178.4K (+$13.5K)
Filed 2026-10-20
Register Financial Advisors LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$155.3K (+$6.1K)
Filed 2026-10-23
Creative Capital Management Investments LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$149.0K (+$5.8K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$145.3K (+$5.7K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares734 from 1,273
Change-539 (-42%)
Value$132.5K (-$88.3K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares729 from 731
Change-2 (0%)
Value$131.6K (+$4.8K)
Filed 2026-10-26
Nuveen, LLC
NEW
Shares713
Change+713
Value$127.1K
Filed 2026-11-10
CoreCap Advisors, LLC
DECREASED
Shares708 from 881
Change-173 (-20%)
Value$127.9K (-$25.0K)
Filed 2026-10-08
Granite FO LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$126.4K (+$4.9K)
Filed 2026-10-14
Reap Financial Group, LLC
DECREASED
Shares665 from 669
Change-4 (-1%)
Value$120.1K (+$4.0K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$111.6K ($0)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares639 from 22
Change+617 (+2805%)
Value$115.4K (+$111.6K)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$110.1K (+$4.3K)
Filed 2026-10-22
Morse Asset Management, Inc
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$105.6K (+$4.1K)
Filed 2026-11-09
Team Financial Group, LLC
NEW
Shares532
Change+532
Value$96.1K
Filed 2026-10-30
Centerpoint Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$90 (-$86.9K)
Filed 2026-11-05
Provident Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$90.3K (+$3.5K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares451 from 710
Change-259 (-36%)
Value$81 (-$122.9K)
Filed 2026-10-23
Hilltop National Bank
DECREASED
Shares412 from 433
Change-21 (-5%)
Value$74.4K (-$747)
Filed 2026-10-14
Brown Shipley& Co Ltd
INCREASED
Shares398 from 205
Change+193 (+94%)
Value$71.9K (+$36.3K)
Filed 2026-10-09
Piscataqua Savings Bank
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$60.3K (+$2.3K)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$54.3K (+$2.1K)
Filed 2026-10-28
Pioneer Family Office, LLC
INCREASED
Shares296 from 240
Change+56 (+23%)
Value$53.4K (+$11.7K)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares269 from 103
Change+166 (+161%)
Value$16.1K (-$1.9K)
Filed 2026-10-16
Natixis
DECREASED
Shares257 from 837
Change-580 (-69%)
Value$46.4K (-$98.8K)
Filed 2026-11-06
Darwin Wealth Management, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$46.2K (+$1.8K)
Filed 2026-11-09
Versant Capital Management, Inc
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$43.9K (+$1.7K)
Filed 2026-10-02
Spire Wealth Management
INCREASED
Shares221 from 216
Change+5 (+2%)
Value$39.9K (+$2.4K)
Filed 2026-10-30
North Star Investment Management Corp.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$38.3K (+$1.5K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$37.9K (+$1.5K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares200
Change+200
Value$36.1K
Filed 2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$36.1K (+$1.4K)
Filed 2026-10-30
Signaturefd, LLC
DECREASED
Shares196 from 306
Change-110 (-36%)
Value$35.4K (-$17.7K)
Filed 2026-10-23
Byrne Asset Management LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$35.0K (+$1.2K)
Filed 2026-10-06
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$32.5K (+$1.3K)
Filed 2026-11-09
BigSur Wealth Management LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$32.5K (+$1.3K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares146 from 62
Change+84 (+135%)
Value$26.4K (+$15.6K)
Filed 2026-11-05
Hantz Financial Services, Inc.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$26 (+$1)
Filed 2026-11-09
DecisionPoint Financial, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$24.3K (+$539)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$24.0K (+$935)
Filed 2026-11-02
Bokf, NA
NEW
Shares125
Change+125
Value$22.6K
Filed 2026-10-27
IFG Advisory, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$22.0K (+$858)
Filed 2026-11-09
10Elms LLP
NEW
Shares104
Change+104
Value$18.8K
Filed 2026-11-06
Gables Capital Management Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$6.1K (-$11.4K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.1K (+$703)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$17.7K (+$689)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$16.2K (+$629)
Filed 2026-11-04
Barclays PLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$14.4K (+$562)
Filed 2026-11-06
Cullen T Bankers, Inc.
NEW
Shares73
Change+73
Value$13.2K
Filed 2026-10-28
Asset Dedication, LLC
NEW
Shares70
Change+70
Value$12.6K
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares63 from 12,260
Change-12,197 (-99%)
Value$11.4K (-$2.1M)
Filed 2026-10-30
Kingdom Financial Group Llc.
NEW
Shares60
Change+60
Value$10.8K
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$10.5K (+$408)
Filed 2026-10-14
Birchbrook, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$10.4K (+$409)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$10.5K (+$408)
Filed 2026-10-27
Ashton Thomas Securities, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$10.1K (+$395)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$9.4K (+$366)
Filed 2026-10-05
Larson Financial Group LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$8.8K (+$345)
Filed 2026-11-05
Rakuten Securities, Inc.
INCREASED
Shares48 from 9
Change+39 (+433%)
Value$8.7K (+$7.1K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares44 from 59
Change-15 (-25%)
Value$7.9K (-$2.3K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
NEW
Shares43
Change+43
Value$7.8K
Filed 2026-10-09
Elevation Wealth Partners, LLC
NEW
Shares43
Change+43
Value$7.8K
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$7.2K (+$281)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW
Shares34
Change+34
Value$6.1K
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
NEW
Shares33
Change+33
Value$6.0K
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
NEW
Shares20
Change+20
Value$3.6K
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.6K (+$141)
Filed 2026-10-14
Country Trust Bank
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.4K (+$133)
Filed 2026-10-30
Covestor Ltd
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$3 ($0)
Filed 2026-10-30
First Command Advisory Services, Inc.
NEW
Shares17
Change+17
Value$3.1K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.3K (+$91)
Filed 2026-11-03
N.E.W. Advisory Services LLC
NEW
Shares11
Change+11
Value$2.0K
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares11 from 14
Change-3 (-21%)
Value$2.0K (-$441)
Filed 2026-11-04
Newton One Investments LLC
NEW
Shares9
Change+9
Value$1.6K
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares7
Change+7
Value$1.3K
Filed 2026-10-21
Grove Bank & Trust
NEW
Shares6
Change+6
Value$1.1K
Filed 2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$903 (+$35)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$181 (-$687)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 144,188
Change-144,188 (-100%)
Value$0 (-$25.0M)
Filed 2026-11-05
VestGen Advisors, LLC
CLOSED
Shares0 from 6,722
Change-6,722 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 6,135
Change-6,135 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Thor Trading Advisors, LLC
CLOSED
Shares0 from 4,341
Change-4,341 (-100%)
Value$0 (-$753.3K)
Filed 2026-11-05
Fisher Asset Management, LLC
CLOSED
Shares0 from 3,698
Change-3,698 (-100%)
Value$0 (-$641.8K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,397
Change-3,397 (-100%)
Value$0 (-$589.4K)
Filed 2026-10-16
Advisor Resource Council
CLOSED
Shares0 from 2,818
Change-2,818 (-100%)
Value$0 (-$506.2K)
Filed 2026-11-05
Sapient Capital LLC
CLOSED
Shares0 from 2,375
Change-2,375 (-100%)
Value$0 (-$412.1K)
Filed 2026-10-08
FSA Investment Group, LLC
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$335.2K)
Filed 2026-10-07
United Advisor Group, LLC
CLOSED
Shares0 from 1,633
Change-1,633 (-100%)
Value$0 (-$283.4K)
Filed 2026-11-03
Apollon Wealth Management, LLC
CLOSED
Shares0 from 1,628
Change-1,628 (-100%)
Value$0 (-$282.5K)
Filed 2026-10-23
Diversify Wealth Management, LLC
CLOSED
Shares0 from 1,308
Change-1,308 (-100%)
Value$0 (-$232.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
CLOSED
Shares0 from 1,308
Change-1,308 (-100%)
Value$0 (-$232.2K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-22
Midway Capital Research & Management
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-05
Chilton Capital Management LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-28
Motco
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-09
Avion Wealth
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 3,022,594
Change-3,022,594 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,221,092
Change-2,221,092 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,508,764
Change-1,508,764 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 537,486
Change-537,486 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 483,484
Change-483,484 (-100%)
Value—
FMR LLC
N/A
Shares— from 478,042
Change-478,042 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 436,644
Change-436,644 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 418,596
Change-418,596 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 413,663
Change-413,663 (-100%)
Value—
UBS Group AG
N/A
Shares— from 373,164
Change-373,164 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 317,194
Change-317,194 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 310,765
Change-310,765 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 268,697
Change-268,697 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 167,404
Change-167,404 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 159,700
Change-159,700 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 158,779
Change-158,779 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 141,544
Change-141,544 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 128,900
Change-128,900 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 125,863
Change-125,863 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 118,136
Change-118,136 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 117,390
Change-117,390 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 116,105
Change-116,105 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 110,309
Change-110,309 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 84,019
Change-84,019 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 77,817
Change-77,817 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 66,925
Change-66,925 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 65,507
Change-65,507 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 63,785
Change-63,785 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 57,605
Change-57,605 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,209
Change-56,209 (-100%)
Value—
Guardian Point Capital, LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 47,812
Change-47,812 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,700
Change-44,700 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 44,095
Change-44,095 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 37,720
Change-37,720 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 34,682
Change-34,682 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,068
Change-33,068 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 32,528
Change-32,528 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 32,213
Change-32,213 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 32,074
Change-32,074 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 31,627
Change-31,627 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 31,049
Change-31,049 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 28,859
Change-28,859 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 27,410
Change-27,410 (-100%)
Value—
Blair William & Co
N/A
Shares— from 27,142
Change-27,142 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 25,800
Change-25,800 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 24,588
Change-24,588 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,240
Change-22,240 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,907
Change-21,907 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 21,629
Change-21,629 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,881
Change-19,881 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 19,567
Change-19,567 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15,226
Change-15,226 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,945
Change-14,945 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 14,598
Change-14,598 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 13,361
Change-13,361 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,627
Change-12,627 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,226
Change-12,226 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 11,864
Change-11,864 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 11,478
Change-11,478 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,360
Change-11,360 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,603
Change-10,603 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,711
Change-9,711 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,694
Change-9,694 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,434
Change-9,434 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 9,257
Change-9,257 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 9,206
Change-9,206 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 8,667
Change-8,667 (-100%)
Value—
&partners
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,692
Change-7,692 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,789
Change-5,789 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,186
Change-5,186 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 700
Change-700 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 427
Change-427 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 419
Change-419 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 343
Change-343 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 336
Change-336 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 270
Change-270 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 210
Change-210 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 119
Change-119 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 35
Change-35 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5
Change-5 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5
Change-5 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Bank of Montreal
INCREASED806,410601,307+205,103+34%$104.3M$145.6M+$41.3M2026-11-09
LPL Financial LLC
INCREASED661,231634,359+26,872+4%$110.1M$119.4M+$9.3M2026-11-06
Assetmark, Inc
DECREASED435,891447,642-11,751-3%$77.7M$78.7M+$1.0M2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED270,047195,785+74,262+38%$34.0K$48.8K+$14.8K2026-10-08
Rice Partnership, LLC
INCREASED198,610196,780+1,830+1%$34.1M$35.9M+$1.7M2026-11-09
AlTi Global, Inc.
DECREASED110,650112,650-2,000-2%$19.5M$20.0M+$430.8K2026-11-09
Truist Financial Corp
INCREASED96,03892,228+3,810+4%$16.0M$17.3M+$1.3M2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED88,61097,030-8,420-9%$16.8M$16.0M-$838.1K2026-10-07
Precedent Wealth Partners, LLC
INCREASED82,81576,074+6,741+9%$13.2M$15.0M+$1.8M2026-10-21
Hamilton Capital, LLC
INCREASED79,42874,928+4,500+6%$13.0M$14.3M+$1.3M2026-10-08
Ocean Park Asset Management, LLC
INCREASED76,60374,703+1,900+3%$13.0M$13.8M+$868.2K2026-10-21
JBGlobal.com LLC
DECREASED73,84274,610-768-1%$12.9M$13.3M+$385.9K2026-10-13
Warner Group LLC
INCREASED72,33234,195+38,137+112%$5.9M$13.1M+$7.1M2026-11-09
Almanack Investment Partners, Llc.
INCREASED70,06769,389+678+1%$12.0M$12.7M+$610.2K2026-11-03
Bank of New York Mellon Corp
DECREASED69,08699,165-30,079-30%$17.2M$12.5M-$4.7M2026-11-05
Madrid Financial Services
DECREASED60,62561,163-538-1%$10.6M$10.9M+$332.9K2026-11-03
Commonwealth Equity Services, LLC
INCREASED59,33957,831+1,508+3%$10.0M$10.7M+$678.8K2026-11-02
Agur Provident & Training Funds Management LTD
UNCHANGED55,50055,50000%$90.6K$100.2K+$9.6K2026-11-02
Berkeley, Inc
INCREASED51,49745,188+6,309+14%$7.8M$9.3M+$1.5M2026-10-20
Sharper & Granite LLC
INCREASED46,50844,588+1,920+4%$7.7M$7.4M-$361.7K2026-11-02
Kestra Advisory Services, LLC
DECREASED40,49241,207-715-2%$7.2M$7.3M+$160.7K2026-11-02
Nvest Wealth Strategies, Inc.
INCREASED38,96838,553+415+1%$6.7M$7.0M+$345.9K2026-10-14
Deutsche Bank Ag\
UNCHANGED38,18738,18700%$6.6M$6.9M+$268.5K2026-11-06
Grey Ledge Advisors, LLC
INCREASED37,01935,568+1,451+4%$6.2M$6.7M+$511.9K2026-11-02
Citigroup Inc
INCREASED36,05034,145+1,905+6%$5.9M$6.5M+$584.0K2026-11-04
Geneos Wealth Management Inc.
DECREASED34,22336,053-1,830-5%$6.3M$6.2M-$77.0K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED32,37810,213+22,165+217%$1.8M$1.9M+$144.3K2026-10-13
Integrity Alliance, Llc.
DECREASED32,18133,692-1,511-4%$5.8M$5.8M-$35.9K2026-10-29
Avid Wealth Partners LLC
INCREASED31,75130,939+812+3%$5.4M$5.7M+$364.1K2026-11-03
Oppenheimer Asset Management Inc.
DECREASED30,97360,935-29,962-49%$10.6M$5.6M-$5.0M2026-10-27
HighTower Advisors, LLC
INCREASED27,79526,305+1,490+6%$4.6M$5.0M+$453.9K2026-11-10
Parsons Capital Management Inc
INCREASED27,61127,511+100+0%$4.8M$5.0M+$211.5K2026-10-28
Innovative Advisory Group, LLC
INCREASED25,05817,642+7,416+42%$3.1M$4.5M+$1.5M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED24,77924,781-20%$4.3M$4.5K-$4.3M2026-11-02
E&G Advisors, LLC
INCREASED24,14420,810+3,334+16%$3.6M$4.4M+$748.2K2026-10-13
Patten & Patten Inc
INCREASED24,06621,691+2,375+11%$3.8M$4.3M+$581.3K2026-10-26
Karnit Road Accident Victims Compensation Fund
INCREASED20,83619,156+1,680+9%$3.3M$3.8M+$438.0K2026-11-04
Sage Private Wealth Group, LLC
NEW20,175—+20,175——$3.6M—2026-10-21
S&CO Inc
UNCHANGED20,00020,00000%$3.5M$3.6K-$3.5M2026-11-10
XY Planning Network, Inc.
INCREASED19,95819,946+12+0%$3.5M$3.6M+$142.4K2026-10-14
Harbour Investments, Inc.
DECREASED19,34619,360-140%$3.4M$3.5M+$133.7K2026-11-09
Great Valley Advisor Group, Inc.
INCREASED18,82716,782+2,045+12%$2.9M$3.4M+$486.7K2026-11-09
Global View Capital Management LLC
INCREASED18,67917,663+1,016+6%$3.1M$3.4M+$307.6K2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED18,638324,400-305,762-94%$56.3M$1.1M-$55.2M2026-11-03
Algorithmic Investment Models, LLC
INCREASED18,0277,722+10,305+133%$1.3M$3.3M+$1.9M2026-11-04
Atria Investments, Inc
DECREASED17,92618,610-684-4%$3.2M$3.2M+$7.2K2026-10-15
Legacy Wealth Partners, LLC
INCREASED15,72113,065+2,656+20%$2.3M$2.8M+$571.4K2026-10-15
Fifth Third Bancorp
INCREASED14,95114,463+488+3%$2.5M$2.7M+$189.8K2026-11-05
Edgemoor Investment Advisors, Inc.
INCREASED14,85711,655+3,202+27%$2.0M$2.7M+$660.1K2026-11-03
Moulton Wealth Management, Inc
DECREASED14,53314,622-89-1%$2.6M$2.6M+$41.2K2026-10-13
Ritholtz Wealth Management
DECREASED13,68614,016-330-2%$2.4M$2.5M+$39.0K2026-11-05
Next Level Private LLC
INCREASED13,01713,011+6+0%$2.3M$2.4M+$92.5K2026-10-20
Arete Wealth Advisors, LLC
DECREASED12,66913,337-668-5%$2.3M$2.3M-$32.0K2026-11-09
Dala Group, LLC
INCREASED12,40711,144+1,263+11%$1.9M$2.2M+$306.3K2026-10-29
Oppenheimer & Co Inc
INCREASED12,0854,503+7,582+168%$781.4K$2.2M+$1.4M2026-10-26
Pilgrim Partners Asia Pte Ltd
UNCHANGED12,00012,00000%$2.1M$722.2K-$1.4M2026-10-29
K2 Financial Inc.
INCREASED11,2133,629+7,584+209%$652.4K$680.3K+$27.9K2026-10-26
Comprehensive Wealth Management, LLC
DECREASED10,89710,927-300%$1.9M$2.0M+$71.4K2026-11-02
Addison Advisors LLC
INCREASED10,7809,842+938+10%$1.7M$1.9M+$238.5K2026-11-06
Park Avenue Securities LLC
INCREASED10,5888,985+1,603+18%$1.6M$1.9K-$1.6M2026-10-26
Wealthcare Advisory Partners LLC
INCREASED10,0558,988+1,067+12%$1.6M$1.8M+$255.7K2026-10-21
New England Private Wealth Advisors LLC
INCREASED9,9839,979+4+0%$1.7M$1.8M+$71.0K2026-10-19
Balefire, LLC
DECREASED9,7239,792-69-1%$1.7M$1.8M+$56.4K2026-10-09
Stonebridge Financial Planning Group, LLC
INCREASED9,5466,841+2,705+40%$1.2M$1.7M+$536.4K2026-11-06
HB Wealth Management, LLC
INCREASED9,5309,129+401+4%$1.6M$1.7M+$136.5K2026-10-23
Chemistry Wealth Management LLC
UNCHANGED9,4779,47700%$1.6M$1.7M+$66.6K2026-10-16
Thrivent Financial for Lutherans
INCREASED9,4619,361+100+1%$1.6M$1.7K-$1.6M2026-11-05
Creative Planning
INCREASED8,7528,206+546+7%$1.4M$1.6M+$156.1K2026-11-02
Nvwm, LLC
INCREASED8,5988,526+72+1%$1.5M$1.6M+$72.9K2026-10-14
Institute for Wealth Management, Llc.
DECREASED8,0468,054-80%$1.4M$1.5M+$55.2K2026-11-06
Capstone Wealth Management Group, Inc.
INCREASED7,9247,299+625+9%$1.3M$1.4M+$164.2K2026-10-19
Harbour Capital Advisors, LLC
UNCHANGED7,7447,74400%$1.4M$1.4M+$29.2K2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED7,2107,21000%$1.3M$1.3M+$50.7K2026-10-26
Perigon Wealth Management, LLC
DECREASED6,93113,274-6,343-48%$2.3M$1.3M-$1.1M2026-10-22
Savant Capital, LLC
DECREASED6,7877,807-1,020-13%$1.3M$1.2M-$111.4K2026-11-06
SeaCrest Wealth Management, LLC
INCREASED6,6716,481+190+3%$1.1M$1.2M+$79.9K2026-10-21
Essential Partners LLC
INCREASED6,4936,077+416+7%$1.1M$1.2M+$117.7K2026-10-14
Ignite Planners, LLC
INCREASED6,1915,562+629+11%$966.9K$1.1M+$150.7K2026-10-14
Mainstay Capital Management LLC
UNCHANGED5,8495,84900%$1.0M$1.1M+$41.1K2026-11-09
Washington Growth Strategies LLC
UNCHANGED5,6995,69900%$988.9K$1.0M+$40.1K2026-10-19
Total Clarity Wealth Management, Inc.
UNCHANGED5,6735,67300%$984.4K$1.0M+$39.9K2026-10-26
Moneco Advisors, LLC
UNCHANGED5,6165,61600%$974.4K$1.0M+$39.5K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED5,2144,863+351+7%$843.8K$941.4K+$97.7K2026-10-23
GFS Advisors, LLC
UNCHANGED5,2005,20000%$902.3K$939.0K+$36.7K2026-11-03
Revisor Wealth Management LLC
INCREASED5,1952,318+2,877+124%$402.2K$468.2K+$66.0K2026-10-20
Brookstone Capital Management
INCREASED5,1724,649+523+11%$806.6K$933.8K+$127.1K2026-10-22
J.M. Arbour, LLC
DECREASED5,0255,169-144-3%$896.8K$907.2K+$10.3K2026-11-05
Western Wealth Management, LLC
DECREASED4,9365,607-671-12%$973.0K$891.2K-$81.8K2026-11-09
Eagle Strategies LLC
INCREASED4,9124,750+162+3%$824.3K$886.8K+$62.6K2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED4,7224,72200%$819.4K$852.6K+$33.2K2026-10-16
Bison Wealth, LLC
INCREASED4,5381,977+2,561+130%$355.4K$275.3K-$80.1K2026-10-13
Koshinski Asset Management, Inc.
INCREASED4,2884,284+4+0%$743.4K$774.2K+$30.8K2026-10-29
Mengis Capital Management, Inc.
INCREASED4,2444,242+2+0%$736.2K$766.3K+$30.2K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED4,1913,212+979+30%$557.3K$756.7K+$199.4K2026-10-16
TD Waterhouse Canada Inc.
INCREASED4,179869+3,310+381%$152.7K$750.9K+$598.1K2026-10-16
Langley Wealth Management, LLC
INCREASED4,0863,091+995+32%$536.4K$737.7K+$201.3K2026-11-04
Modera Wealth Management, LLC
DECREASED3,9594,059-100-2%$704.4K$714.8K+$10.5K2026-10-28
J. Team Financial, Inc.
INCREASED3,7663,152+614+19%$547.0K$679.9K+$133.0K2026-11-03
Buckhead Capital Management LLC
UNCHANGED3,7653,76500%$653.3K$679.8K+$26.5K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED3,6633,545+118+3%$615.1K$661.3K+$46.2K2026-10-13
Kane Investment Management, Inc.
INCREASED3,5853,222+363+11%$559.1K$647.3K+$88.2K2026-11-09
Noesis Capital Mangement Corp
UNCHANGED3,4483,44800%$598.3K$622.5K+$24.2K2026-10-26
AdvisorNet Financial, Inc
INCREASED3,3481,092+2,256+207%$189.4K$201.2K+$11.8K2026-10-15
Focus Financial Network, Inc.
NEW3,341—+3,341——$603.2K—2026-10-14
Mission Wealth Management, LP
DECREASED3,3353,341-60%$579.7K$602.1K+$22.4K2026-10-15
Donaldson Capital Management, LLC
INCREASED3,3002,300+1,000+43%$399.1K$595.8K+$196.7K2026-11-09
Auour Investments LLC
INCREASED3,2692,891+378+13%$501.6K$590.2K+$88.6K2026-10-28
Wedbush Securities Inc
UNCHANGED3,1403,14000%$545.0K$567-$544.4K2026-10-22
Clear Harbor Asset Management, LLC
INCREASED3,0932,678+415+16%$464.7K$558.4K+$93.8K2026-11-05
Peregrine Asset Advisers, Inc.
UNCHANGED3,0783,07800%$534.1K$555.7K+$21.6K2026-11-09
South Shore Capital Advisors
UNCHANGED3,0603,06000%$531.0K$552.5K+$21.5K2026-10-20
Elco Management Co., LLC
NEW3,000—+3,000——$541.7K—2026-10-14
PNC Financial Services Group, Inc.
INCREASED2,8862,688+198+7%$466.4K$521.1K+$54.6K2026-11-06
Axxcess Wealth Management, LLC
NEW2,878—+2,878——$519.8K—2026-10-21
Baldwin Wealth Partners LLC
UNCHANGED2,8752,87500%$498.9K$519.1K+$20.2K2026-10-13
Cathy Pareto & Associates, Inc
INCREASED2,8552,853+2+0%$495.2K$515.5K+$20.3K2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED2,7542,474+280+11%$429.3K$497.2K+$67.9K2026-11-03
MGO One Seven LLC
DECREASED2,7362,758-22-1%$478.6K$494.0K+$15.4K2026-10-28
Rose Capital Advisors LLC
NEW2,592—+2,592——$468.0K—2026-11-04
Ifrah Financial Services, Inc.
DECREASED2,5612,593-32-1%$449.9K$462.4K+$12.5K2026-10-13
Virtue Asset Management LLC
INCREASED2,5381,984+554+28%$344.3K$458.2K+$114.0K2026-10-21
Formidable Asset Management, LLC
DECREASED2,5322,830-298-11%$448.8K$439.4K-$9.4K2026-11-03
Penobscot Investment Management Company, Inc.
UNCHANGED2,5002,50000%$433.8K$451.4K+$17.6K2026-10-26
Purkiss Capital Advisors LLC
UNCHANGED2,4872,48700%$431.5K$449.0K+$17.5K2026-11-06
Moors & Cabot, Inc.
DECREASED2,4562,553-97-4%$443.0K$443.4K+$4342026-11-06
Merit Financial Group, LLC
INCREASED2,4332,398+35+1%$416.1K$439.4K+$23.3K2026-11-06
Triad Wealth Partners, LLC
NEW2,244—+2,244——$405.2K—2026-10-26
TopTier Wealth Management, LLC
INCREASED2,1671,773+394+22%$307.6K$391.2K+$83.6K2026-10-16
Portfolio Resources Advisor Group, Inc.
NEW2,165—+2,165——$391.0K—2026-10-20
Farther Finance Advisors, LLC
DECREASED2,1266,741-4,615-68%$1.2M$383.8K-$785.8K2026-10-08
Ascent Group, LLC
DECREASED2,1252,560-435-17%$444.2K$383.7K-$60.5K2026-10-30
Waystone Advisors LLC
DECREASED2,0932,133-40-2%$370.1K$363.2K-$6.9K2026-10-16
Capital Management Corp
UNCHANGED2,0252,02500%$351.4K$365.6K+$14.2K2026-10-29
Davenport & Co LLC
DECREASED1,9952,311-316-14%$401.0K$360.3K-$40.7K2026-10-14
JTC Employer Solutions Trustee Ltd
UNCHANGED1,9751,97500%$343.0K$356-$342.6K2026-11-09
Rainey & Randall Wealth Advisors Inc.
UNCHANGED1,9641,96400%$340.7K$354.6K+$13.9K2026-10-26
Cooper Financial Group
DECREASED1,9342,380-446-19%$413.0K$349.1K-$63.9K2026-10-07
Meitav Investment House LTD
DECREASED1,894442,091-440,197-100%$76.7M$342.0K-$76.4M2026-10-28
Welch Group, LLC
DECREASED1,8703,058-1,188-39%$530.6K$337.6K-$193.0K2026-10-29
City Center Advisors, LLC
INCREASED1,8111,596+215+13%$276.9K$327.0K+$50.0K2026-10-08
Kanawha Capital Management LLC
UNCHANGED1,7251,72500%$299.3K$311.4K+$12.1K2026-10-19
Fulcrum Wealth Advisors, LLC
UNCHANGED1,7001,70000%$295.0K$306.9K+$12.0K2026-10-16
Belvedere Trading LLC
NEW1,684—+1,684——$304.0K—2026-11-05
Maseco LLP
INCREASED1,6691,668+1+0%$289.7K$300.8K+$11.2K2026-10-27
Parallel Advisors, LLC
INCREASED1,6481,647+1+0%$285.8K$297.5K+$11.6K2026-11-03
IFP Advisors, Inc
INCREASED1,6441,342+302+23%$232.9K$296.8K+$64.0K2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED1,6321,477+155+10%$256.3K$294.7K+$38.4K2026-10-21
Barry Investment Advisors, LLC
UNCHANGED1,6021,60200%$278.0K$289.3K+$11.3K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,593169,215-167,622-99%$29.4M$288-$29.4M2026-11-02
LongView Wealth Management
INCREASED1,5741,481+93+6%$257.1K$284.2K+$27.2K2026-10-19
Phoenix Financial Ltd.
DECREASED1,5646,746-5,182-77%$1.2M$282.4K-$888.2K2026-11-09
Basso Capital Management, L.P.
NEW1,550—+1,550——$279.9K—2026-10-30
Wealth Preservation Advisors, LLC
UNCHANGED1,5331,53300%$266.0K$276.8K+$10.8K2026-11-05
SBI Securities Co., Ltd.
INCREASED1,5321,258+274+22%$218.3K$276.6K+$58.3K2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED1,5301,229+301+24%$213.3K$276.2K+$62.9K2026-10-19
Indivisible Partners
UNCHANGED1,4801,48000%$256.8K$267.3K+$10.5K2026-10-26
Bourgeon Capital Management LLC
UNCHANGED1,4671,46700%$254.6K$264.9K+$10.3K2026-10-19
Oarsman Capital, Inc.
INCREASED1,4621,450+12+1%$251.6K$264.0K+$12.4K2026-11-05
GK Wealth Management LLC
DECREASED1,4321,940-508-26%$336.6K$258.5K-$78.1K2026-10-09
Obsidian CIO, LLC
UNCHANGED1,4251,42500%$247.2K$257.2K+$10.0K2026-11-05
Joel Isaacson & Co., LLC
NEW1,378—+1,378——$248.8K—2026-11-05
International Assets Investment Management, LLC
UNCHANGED1,3741,37400%$241.4K$246.9K+$5.5K2026-11-02
Goldenstone Wealth Management LLC
INCREASED1,3601,205+155+13%$209.2K$245.5K+$36.4K2026-11-04
True North Advisors, LLC
DECREASED1,3581,368-10-1%$237.4K$245.2K+$7.8K2026-10-22
Clay Northam Wealth Management, LLC
UNCHANGED1,3501,35000%$234.3K$243.7K+$9.5K2026-10-13
Occidental Asset Management, LLC
UNCHANGED1,3061,30600%$226.6K$235.8K+$9.2K2026-11-05
Tortoise Investment Management, LLC
UNCHANGED1,2701,27000%$220.4K$229.3K+$8.9K2026-11-06
Clearstead Advisors, LLC
INCREASED1,248350+898+257%$60.7K$225.3K+$164.6K2026-11-06
Argyle Capital Partners, LLC
DECREASED1,2471,277-30-2%$221.6K$225.1K+$3.6K2026-10-23
RFG Advisory, LLC
NEW1,168—+1,168——$211.0K—2026-11-03
OFC Financial Planning, LLC
UNCHANGED1,1601,16000%$201.3K$209.4K+$8.2K2026-11-06
Capital Investment Advisors, LLC
DECREASED1,1521,380-228-17%$239.5K$208.0K-$31.5K2026-10-22
McHugh Group, LLC
NEW1,150—+1,150——$207.6K—2026-10-19
HighPoint Advisor Group LLC
DECREASED1,1441,195-51-4%$207.4K$206.6K-$7952026-11-09
Private Trust Co NA
INCREASED988950+38+4%$164.8K$178.4K+$13.5K2026-10-20
Register Financial Advisors LLC
UNCHANGED86086000%$149.2K$155.3K+$6.1K2026-10-23
Creative Capital Management Investments LLC
UNCHANGED82582500%$143.2K$149.0K+$5.8K2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED80580500%$139.7K$145.3K+$5.7K2026-11-03
Creative Financial Designs Inc
DECREASED7341,273-539-42%$220.8K$132.5K-$88.3K2026-11-04
Lanark Financial, Inc.
DECREASED729731-20%$126.8K$131.6K+$4.8K2026-10-26
Nuveen, LLC
NEW713—+713——$127.1K—2026-11-10
CoreCap Advisors, LLC
DECREASED708881-173-20%$152.9K$127.9K-$25.0K2026-10-08
Granite FO LLC
UNCHANGED70070000%$121.5K$126.4K+$4.9K2026-10-14
Reap Financial Group, LLC
DECREASED665669-4-1%$116.1K$120.1K+$4.0K2026-11-02
Allworth Financial LP
UNCHANGED64364300%$111.6K$111.6K$02026-11-06
Rossby Financial, LCC
INCREASED63922+617+2805%$3.8K$115.4K+$111.6K2026-11-05
Quaker Wealth Management, LLC
UNCHANGED61061000%$105.8K$110.1K+$4.3K2026-10-22
Morse Asset Management, Inc
UNCHANGED58558500%$101.5K$105.6K+$4.1K2026-11-09
Team Financial Group, LLC
NEW532—+532——$96.1K—2026-10-30
Centerpoint Advisors, LLC
UNCHANGED50050000%$87.0K$90-$86.9K2026-11-05
Provident Wealth Management, LLC
UNCHANGED50050000%$86.8K$90.3K+$3.5K2026-10-20
Tsfg, LLC
DECREASED451710-259-36%$123.0K$81-$122.9K2026-10-23
Hilltop National Bank
DECREASED412433-21-5%$75.1K$74.4K-$7472026-10-14
Brown Shipley& Co Ltd
INCREASED398205+193+94%$35.6K$71.9K+$36.3K2026-10-09
Piscataqua Savings Bank
UNCHANGED33433400%$58.0K$60.3K+$2.3K2026-10-21
Evolution Wealth Management Inc.
UNCHANGED30130100%$52.2K$54.3K+$2.1K2026-10-28
Pioneer Family Office, LLC
INCREASED296240+56+23%$41.6K$53.4K+$11.7K2026-10-30
Mosley Wealth Management
INCREASED269103+166+161%$18.0K$16.1K-$1.9K2026-10-16
Natixis
DECREASED257837-580-69%$145.2K$46.4K-$98.8K2026-11-06
Darwin Wealth Management, LLC
UNCHANGED25625600%$44.4K$46.2K+$1.8K2026-11-09
Versant Capital Management, Inc
UNCHANGED24324300%$42.2K$43.9K+$1.7K2026-10-02
Spire Wealth Management
INCREASED221216+5+2%$37.5K$39.9K+$2.4K2026-10-30
North Star Investment Management Corp.
UNCHANGED21221200%$36.8K$38.3K+$1.5K2026-10-27
Trust Co of Vermont
UNCHANGED21021000%$36.4K$37.9K+$1.5K2026-10-21
Provenance Wealth Advisors, LLC
NEW200—+200——$36.1K—2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED20020000%$34.7K$36.1K+$1.4K2026-10-30
Signaturefd, LLC
DECREASED196306-110-36%$53.1K$35.4K-$17.7K2026-10-23
Byrne Asset Management LLC
UNCHANGED19519500%$33.8K$35.0K+$1.2K2026-10-06
Greykasell Wealth Strategies, Inc.
UNCHANGED18018000%$31.2K$32.5K+$1.3K2026-11-09
BigSur Wealth Management LLC
UNCHANGED18018000%$31.2K$32.5K+$1.3K2026-10-13
US Bancorp \de\
INCREASED14662+84+135%$10.8K$26.4K+$15.6K2026-11-05
Hantz Financial Services, Inc.
UNCHANGED14614600%$25$26+$12026-11-09
DecisionPoint Financial, LLC
UNCHANGED13513500%$23.7K$24.3K+$5392026-10-27
Key FInancial Inc
UNCHANGED13313300%$23.1K$24.0K+$9352026-11-02
Bokf, NA
NEW125—+125——$22.6K—2026-10-27
IFG Advisory, LLC
UNCHANGED12212200%$21.2K$22.0K+$8582026-11-09
10Elms LLP
NEW104—+104——$18.8K—2026-11-06
Gables Capital Management Inc.
UNCHANGED10110100%$17.5K$6.1K-$11.4K2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED10010000%$17.4K$18.1K+$7032026-11-05
Financial Consulate, Inc
UNCHANGED989800%$17.0K$17.7K+$6892026-10-23
AlphaCore Capital LLC
UNCHANGED898900%$15.5K$16.2K+$6292026-11-04
Barclays PLC
UNCHANGED808000%$13.9K$14.4K+$5622026-11-06
Cullen T Bankers, Inc.
NEW73—+73——$13.2K—2026-10-28
Asset Dedication, LLC
NEW70—+70——$12.6K—2026-11-03
Compass Financial Management LLC
DECREASED6312,260-12,197-99%$2.1M$11.4K-$2.1M2026-10-30
Kingdom Financial Group Llc.
NEW60—+60——$10.8K—2026-11-04
Fortitude Family Office, LLC
UNCHANGED585800%$10.1K$10.5K+$4082026-10-14
Birchbrook, Inc.
UNCHANGED585800%$10.0K$10.4K+$4092026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED585800%$10.1K$10.5K+$4082026-10-27
Ashton Thomas Securities, LLC
UNCHANGED565600%$9.8K$10.1K+$3952026-10-26
Rosenberg Matthew Hamilton
UNCHANGED525200%$9.0K$9.4K+$3662026-10-05
Larson Financial Group LLC
UNCHANGED494900%$8.5K$8.8K+$3452026-11-05
Rakuten Securities, Inc.
INCREASED489+39+433%$1.6K$8.7K+$7.1K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED4459-15-25%$10.2K$7.9K-$2.3K2026-10-30
Armstrong Advisory Group, Inc
NEW43—+43——$7.8K—2026-10-09
Elevation Wealth Partners, LLC
NEW43—+43——$7.8K—2026-10-07
Wolff Wiese Magana LLC
UNCHANGED404000%$6.9K$7.2K+$2812026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW34—+34——$6.1K—2026-10-15
Blue Bell Private Wealth Management, LLC
NEW33—+33——$6.0K—2026-10-29
Ashurst Perkins Coie Trust Co
NEW20—+20——$3.6K—2026-10-15
Triumph Capital Management
UNCHANGED202000%$3.5K$3.6K+$1412026-10-14
Country Trust Bank
UNCHANGED191900%$3.3K$3.4K+$1332026-10-30
Covestor Ltd
INCREASED1817+1+6%$3$3$02026-10-30
First Command Advisory Services, Inc.
NEW17—+17——$3.1K—2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED131300%$2.2K$2.3K+$912026-11-03
N.E.W. Advisory Services LLC
NEW11—+11——$2.0K—2026-11-09
EverSource Wealth Advisors, LLC
DECREASED1114-3-21%$2.5K$2.0K-$4412026-11-04
Newton One Investments LLC
NEW9—+9——$1.6K—2026-10-14
Root Financial Partners, LLC
NEW7—+7——$1.3K—2026-10-21
Grove Bank & Trust
NEW6—+6——$1.1K—2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED5500%$868$903+$352026-10-13
Russell Investments Group, Ltd.
DECREASED15-4-80%$868$181-$6872026-11-06
Elevation Point Wealth Partners, LLC
CLOSED0144,188-144,188-100%$25.0M$0-$25.0M2026-11-05
VestGen Advisors, LLC
CLOSED06,722-6,722-100%$1.2M$0-$1.2M2026-10-27
Robertson Stephens Wealth Management, LLC
CLOSED06,135-6,135-100%$1.1M$0-$1.1M2026-10-16
Thor Trading Advisors, LLC
CLOSED04,341-4,341-100%$753.3K$0-$753.3K2026-11-05
Fisher Asset Management, LLC
CLOSED03,698-3,698-100%$641.8K$0-$641.8K2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED03,397-3,397-100%$589.4K$0-$589.4K2026-10-16
Advisor Resource Council
CLOSED02,818-2,818-100%$506.2K$0-$506.2K2026-11-05
Sapient Capital LLC
CLOSED02,375-2,375-100%$412.1K$0-$412.1K2026-10-08
FSA Investment Group, LLC
CLOSED01,932-1,932-100%$335.2K$0-$335.2K2026-10-07
United Advisor Group, LLC
CLOSED01,633-1,633-100%$283.4K$0-$283.4K2026-11-03
Apollon Wealth Management, LLC
CLOSED01,628-1,628-100%$282.5K$0-$282.5K2026-10-23
Diversify Wealth Management, LLC
CLOSED01,308-1,308-100%$232.2K$0-$232.2K2026-10-20
Diversify Advisory Services, LLC
CLOSED01,308-1,308-100%$232.2K$0-$232.2K2026-10-20
LifeSteps Financial, Inc.
CLOSED0125-125-100%$21.7K$0-$21.7K2026-10-15
Reyes Financial Architecture, Inc.
CLOSED072-72-100%$12.5K$0-$12.5K2026-10-22
Midway Capital Research & Management
CLOSED050-50-100%$8.7K$0-$8.7K2026-10-20
Brooklyn FI, LLC
CLOSED023-23-100%$4.1K$0-$4.1K2026-11-05
Chilton Capital Management LLC
CLOSED022-22-100%$3.8K$0-$3.8K2026-10-28
Motco
CLOSED016-16-100%$2.8K$0-$2.8K2026-11-09
Avion Wealth
CLOSED02-2-100%$0$0$02026-11-04
JPMorgan Chase & Co
N/A—3,022,594-3,022,594-100%$524.5M———
Morgan Stanley
N/A—2,221,092-2,221,092-100%$385.4M———
Bank of America Corp
N/A—1,508,764-1,508,764-100%$261.8M———
Schroder Investment Management Group
N/A—537,486-537,486-100%$93.3M———
Goldman Sachs Group Inc
N/A—483,484-483,484-100%$83.9M———
FMR LLC
N/A—478,042-478,042-100%$82.9M———
Charles Schwab Investment Management Inc
N/A—436,644-436,644-100%$75.8M———
Wells Fargo & Company
N/A—418,596-418,596-100%$72.6M———
Raymond James Financial Inc
N/A—413,663-413,663-100%$71.8M———
UBS Group AG
N/A—373,164-373,164-100%$64.8M———
Robinhood Asset Management, LLC
N/A—317,194-317,194-100%$55.0M———
Evercore Wealth Management, LLC
N/A—310,765-310,765-100%$53.9M———
Ameriprise Financial Inc
N/A—268,697-268,697-100%$46.7M———
Royal Bank of Canada
N/A—167,404-167,404-100%$29.0M———
Potomac Fund Management Inc
N/A—159,700-159,700-100%$27.7M———
Foundations Investment Advisors, LLC
N/A—158,779-158,779-100%$27.6M———
Rockefeller Capital Management L.P.
N/A—141,544-141,544-100%$24.6M———
Allianz Asset Management GmbH
N/A—128,900-128,900-100%$22.4M———
Permanens Capital L.P.
N/A—125,863-125,863-100%$21.8M———
Partners Capital Investment Group, LLP
N/A—118,136-118,136-100%$20.5M———
Osaic Holdings, Inc.
N/A—117,390-117,390-100%$20.4M———
Vestmark Advisory Solutions, Inc.
N/A—116,105-116,105-100%$20.1M———
Envestnet Asset Management Inc
N/A—110,309-110,309-100%$19.1M———
Northwestern Mutual Wealth Management Co
N/A—84,019-84,019-100%$14.6M———
Jane Street Group, LLC
N/A—77,817-77,817-100%$13.5M———
Bearing Point Capital, LLC
N/A—66,925-66,925-100%$11.6M———
Evernest Financial Advisors, LLC
N/A—65,507-65,507-100%$11.4M———
BlackRock, Inc.
N/A—63,785-63,785-100%$11.1M———
New Vernon Capital Holdings II LLC
N/A—57,605-57,605-100%$10.0M———
Cetera Investment Advisers
N/A—56,209-56,209-100%$9.8M———
Guardian Point Capital, LP
N/A—50,000-50,000-100%$8.7M———
Gladstone Institutional Advisory LLC
N/A—47,812-47,812-100%$8.3M———
NewEdge Advisors, LLC
N/A—44,700-44,700-100%$7.8M———
Stonebridge Financial Group, LLC
N/A—44,095-44,095-100%$7.7M———
Bank of Nova Scotia
N/A—37,720-37,720-100%$6.5M———
Glenmede Trust Co NA
N/A—34,682-34,682-100%$6.0M———
MML Investors Services, LLC
N/A—33,068-33,068-100%$5.7M———
Sequoia Financial Advisors, LLC
N/A—32,528-32,528-100%$5.6M———
Jones Financial Companies Lllp
N/A—32,213-32,213-100%$5.6M———
Stifel Financial Corp
N/A—32,074-32,074-100%$5.6M———
Curi Capital, LLC
N/A—31,627-31,627-100%$5.5M———
Summit Financial, LLC
N/A—31,049-31,049-100%$5.4M———
Baird Financial Group, Inc.
N/A—28,859-28,859-100%$5.0M———
Sharpepoint LLC
N/A—27,410-27,410-100%$4.8M———
Blair William & Co
N/A—27,142-27,142-100%$4.7M———
Two Sigma Investments, LP
N/A—25,800-25,800-100%$4.5M———
Federation des caisses Desjardins du Quebec
N/A—24,588-24,588-100%$4.3M———
Janney Montgomery Scott LLC
N/A—22,240-22,240-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—21,907-21,907-100%$3.8M———
Wescap Management Group, Inc.
N/A—21,629-21,629-100%$3.8M———
Citadel Advisors LLC
N/A—19,881-19,881-100%$3.4M———
NorthRock Partners, LLC
N/A—19,567-19,567-100%$3.4M———
Copia Wealth Management
N/A—17,623-17,623-100%$3.1M———
UBS Asset Management Americas LLC
N/A—15,226-15,226-100%$2.6M———
United Capital Financial Advisors, LLC
N/A—14,945-14,945-100%$2.6M———
Rathbones Group PLC
N/A—14,598-14,598-100%$2.5M———
Cerity Partners LLC
N/A—14,343-14,343-100%$2.5M———
Sanctuary Advisors, LLC
N/A—13,524-13,524-100%$2.3M———
Fidelis Capital Partners, LLC
N/A—13,361-13,361-100%$2.3M———
Focus Partners Wealth
N/A—12,627-12,627-100%$2.2M———
Mercer Global Advisors Inc
N/A—12,226-12,226-100%$2.1M———
Ethos Financial Group, LLC
N/A—11,864-11,864-100%$2.1M———
Evelyn Partners Group Ltd
N/A—11,478-11,478-100%$2.0M———
CIBC World Market Inc.
N/A—11,464-11,464-100%$2.0M———
Quantinno Capital Management LP
N/A—11,360-11,360-100%$2.0M———
BNP Paribas Financial Markets
N/A—11,045-11,045-100%$1.9M———
National Bank of Canada
N/A—10,739-10,739-100%$1.9M———
Scotia Capital Inc.
N/A—10,603-10,603-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—10,370-10,370-100%$1.8M———
Global Endowment Management, LP
N/A—10,000-10,000-100%$1.7M———
Ausdal Financial Partners, Inc.
N/A—9,711-9,711-100%$1.7M———
Private Advisor Group, LLC
N/A—9,694-9,694-100%$1.7M———
IEQ Capital, LLC
N/A—9,434-9,434-100%$1.6M———
HSBC Holdings PLC
N/A—9,257-9,257-100%$1.6M———
Oxinas Partners, LLC
N/A—9,206-9,206-100%$1.6M———
W1m Asset Management Ltd
N/A—8,758-8,758-100%$1.5M———
Payne Capital LLC
N/A—8,667-8,667-100%$1.5M———
&partners
N/A—7,902-7,902-100%$1.4M———
Greenwich Wealth Management LLC
N/A—7,896-7,896-100%$1.4M———
Maridea Wealth Management LLC
N/A—7,736-7,736-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—7,692-7,692-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—7,375-7,375-100%$1.3M———
Cresset Asset Management, LLC
N/A—7,331-7,331-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,110-7,110-100%$1.2M———
Massar Capital Management, LP
N/A—6,299-6,299-100%$1.1M———
Renaissance Technologies LLC
N/A—6,256-6,256-100%$1.1M———
Ciovacco Capital Management LLC
N/A—6,203-6,203-100%$1.1M———
Stephens Inc
N/A—6,045-6,045-100%$1.0M———
Insigneo Advisory Services, LLC
N/A—6,021-6,021-100%$1.0M———
Advyzon Investment Management, LLC
N/A—5,972-5,972-100%$1.0M———
VestGen Investment Management
N/A—5,970-5,970-100%$1.0M———
GeoWealth Management, LLC
N/A—5,789-5,789-100%$1.0M———
MAI Capital Management
N/A—5,669-5,669-100%$983.7K———
Strait & Sound Wealth Management LLC
N/A—5,661-5,661-100%$982.3K———
Qube Research & Technologies Ltd
N/A—5,359-5,359-100%$929.9K———
BFC Planning, Inc.
N/A—5,288-5,288-100%$917.7K———
Prospect Financial Services LLC
N/A—5,235-5,235-100%$908.4K———
DV Trading LLC
N/A—5,200-5,200-100%$902.3K———
GTS Securities LLC
N/A—5,186-5,186-100%$899.9K———
Pinnacle Financial Partners, Inc.
N/A—5,131-5,131-100%$890.5K———
FLC Capital Advisors
N/A—4,878-4,878-100%$846.4K———
Arkadios Wealth Advisors
N/A—4,871-4,871-100%$845.2K———
Two Sigma Securities, LLC
N/A—4,742-4,742-100%$822.8K———
Valor Advisors LLC
N/A—4,673-4,673-100%$810.9K———
Unison Asset Management LLC
N/A—4,200-4,200-100%$728.8K———
Maxele Advisors, LLC
N/A—4,125-4,125-100%$715.8K———
AE Wealth Management LLC
N/A—4,077-4,077-100%$707.4K———
Quadrature Capital Ltd
N/A—4,055-4,055-100%$703.6K———
NCM Capital Management, LLC
N/A—3,846-3,846-100%$667.3K———
Allie Family Office LLC
N/A—3,790-3,790-100%$657.6K———
Captrust Financial Advisors
N/A—3,782-3,782-100%$656.2K———
Equitable Holdings, Inc.
N/A—3,685-3,685-100%$639.5K———
Independent Advisor Alliance
N/A—3,491-3,491-100%$605.8K———
Cary Street Partners Financial LLC
N/A—3,158-3,158-100%$548.0K———
Barometer Capital Management Inc.
N/A—3,100-3,100-100%$537.9K———
Checchi Capital Advisers, LLC
N/A—3,081-3,081-100%$534.5K———
Pathstone Holdings, LLC
N/A—2,958-2,958-100%$513.3K———
Runnymede Capital Advisors, Inc.
N/A—2,927-2,927-100%$507.9K———
Destination Wealth Management
N/A—2,923-2,923-100%$507.2K———
Schrum Private Wealth Management LLC
N/A—2,900-2,900-100%$327.2K———
Susquehanna International Group, LLP
N/A—2,800-2,800-100%$485.9K———
Gotham Asset Management, LLC
N/A—2,655-2,655-100%$460.7K———
Byrne Financial Freedom, LLC
N/A—2,574-2,574-100%$446.7K———
Mariner, LLC
N/A—2,381-2,381-100%$413.2K———
Next Capital Management LLC
N/A—2,350-2,350-100%$407.8K———
Parker Investment Management, LLC
N/A—2,200-2,200-100%$381.7K———
Ascent Advisors, LLC
N/A—2,174-2,174-100%$382.1K———
WJ Financial Advisors LLC
N/A—1,999-1,999-100%$346.9K———
Capstone Investment Advisors, LLC
N/A—1,983-1,983-100%$344.1K———
Chilton Investment Co Inc.
N/A—1,966-1,966-100%$341.1K———
SCS Capital Management LLC
N/A—1,964-1,964-100%$340.8K———
CreativeOne Wealth, LLC
N/A—1,881-1,881-100%$326.4K———
World Investment Advisors
N/A—1,878-1,878-100%$297.8K———
Stillwater Private Wealth, LLC
N/A—1,835-1,835-100%$334———
Calton & Associates, Inc.
N/A—1,800-1,800-100%$312.4K———
Arax Advisory Partners
N/A—1,751-1,751-100%$303.8K———
Sandy Cove Advisors, LLC
N/A—1,700-1,700-100%$295.0K———
Fort Sheridan Advisors LLC
N/A—1,700-1,700-100%$295.0K———
Orion Porfolio Solutions, LLC
N/A—1,616-1,616-100%$280.4K———
Bravias Capital Group, LLC
N/A—1,584-1,584-100%$274.9K———
XTX Topco Ltd
N/A—1,560-1,560-100%$270.7K———
Beacon Pointe Advisors, LLC
N/A—1,550-1,550-100%$269.0K———
Bridgewater Advisors Inc.
N/A—1,506-1,506-100%$257.0K———
Mission Creek Capital Partners, Inc.
N/A—1,420-1,420-100%$246.4K———
Brown Brothers Harriman & Co
N/A—1,400-1,400-100%$242.9K———
JMN Financial LLC
N/A—1,332-1,332-100%$231.1K———
Kingsview Wealth Management, LLC
N/A—1,305-1,305-100%$226.5K———
Global Retirement Partners, LLC
N/A—1,303-1,303-100%$226.1K———
IAM Advisory, LLC
N/A—1,278-1,278-100%$221.8K———
RWA Wealth Partners, LLC
N/A—1,206-1,206-100%$209.3K———
Ballentine Partners, LLC
N/A—1,173-1,173-100%$203.5K———
EFG International AG
N/A—1,150-1,150-100%$199.5K———
Consultiva Wealth Management, Corp.
N/A—1,147-1,147-100%$199.0K———
LOM Asset Management Ltd
N/A—1,140-1,140-100%$197.8K———
Franklin Resources Inc
N/A—1,025-1,025-100%$177.9K———
Smartleaf Asset Management LLC
N/A—826-826-100%$143.4K———
Hollencrest Capital Management
N/A—700-700-100%$121.5K———
Allied Private Wealth LLC
N/A—583-583-100%$101.5K———
Prestige Wealth Management Group LLC
N/A—500-500-100%$86.8K———
Whittier Trust Co of Nevada Inc
N/A—427-427-100%$75.0K———
Howe & Rusling Inc
N/A—419-419-100%$72.7K———
FWL Investment Management, LLC
N/A—416-416-100%$72.2K———
Regatta Research & Money Management
N/A—343-343-100%$59.5K———
Whittier Trust Co
N/A—336-336-100%$60.4K———
Dunhill Financial, LLC
N/A—298-298-100%$51.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—270-270-100%$46.9K———
Ameritas Advisory Services, LLC
N/A—248-248-100%$43.1K———
Fiduciary Financial Advisors
N/A—210-210-100%$36.4K———
Frazier Financial Advisors, LLC
N/A—200-200-100%$34.7K———
Aptus Capital Advisors, LLC
N/A—125-125-100%$21.7K———
Johnson Financial Group, Inc.
N/A—119-119-100%$20.6K———
Bogart Wealth, LLC
N/A—85-85-100%$14.7K———
Capital Analysts, LLC
N/A—70-70-100%$12———
Vision Retirement, LLC
N/A—55-55-100%$9.6K———
Huntington National Bank
N/A—35-35-100%$6.1K———
Medallion Wealth Advisors, LLC
N/A—30-30-100%$5.3K———
Continuum Advisory, LLC
N/A—17-17-100%$3.0K———
Top Private Wealth Llc.
N/A—14-14-100%$2.4K———
Capital Advisor Network LLC
N/A—11-11-100%$1.9K———
Vanguard National Trust Co
N/A—5-5-100%$868———
Tower Research Capital LLC (TRC)
N/A—5-5-100%$868———
Mcguire Capital Advisors Inc
N/A—4-4-100%$694———
Showing 454 of 454 institutions