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Wisdomtree Europe Hedged EQU (HEDJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares501,857 from 530,852
Change-28,995 (-5%)
Value$27.8M (-$2.4M)
Filed 2026-11-06
Boothe Investment Group, Inc.
INCREASED
Shares472,918 from 446,055
Change+26,863 (+6%)
Value$26.2M (+$802.9K)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares268,092 from 421,768
Change-153,676 (-36%)
Value$14.9M (-$9.2M)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares261,596 from 262,566
Change-970 (0%)
Value$14.5M (-$458.1K)
Filed 2026-10-26
Conning Inc.
UNCHANGED
Shares144,030 from 144,030
Change0 (0%)
Value$8.0M (-$221.8K)
Filed 2026-10-27
Sharper & Granite LLC
DECREASED
Shares112,969 from 114,024
Change-1,055 (-1%)
Value$5.9M (-$591.1K)
Filed 2026-11-02
Cathy Pareto & Associates, Inc
DECREASED
Shares85,601 from 93,087
Change-7,486 (-8%)
Value$4.7M (-$558.3K)
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares66,520 from 67,460
Change-940 (-1%)
Value$3.7K (-$3.8M)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares53,673 from 51,566
Change+2,107 (+4%)
Value$3.0M (+$37.4K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares53,231 from 50,480
Change+2,751 (+5%)
Value$3.0M (+$74.9K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares48,610 from 40,268
Change+8,342 (+21%)
Value$2.7M (+$400.6K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares43,735 from 60,671
Change-16,936 (-28%)
Value$2.4M (-$1.0M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares42,628 from 42,854
Change-226 (-1%)
Value$2.3M (-$65.1K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares42,620 from 44,043
Change-1,423 (-3%)
Value$2.4M (-$146.8K)
Filed 2026-11-02
Sage Capital Management, LLC
DECREASED
Shares36,829 from 36,891
Change-62 (0%)
Value$2.0M (-$60.3K)
Filed 2026-10-20
Thoroughbred Financial Services, LLC
DECREASED
Shares32,657 from 33,255
Change-598 (-2%)
Value$1.8K (-$1.9M)
Filed 2026-11-09
Laurel OAK Wealth Management, LLC
DECREASED
Shares29,687 from 30,896
Change-1,209 (-4%)
Value$1.6M (-$114.6K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares29,092 from 29,876
Change-784 (-3%)
Value$1.6M (-$89.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares26,787 from 34,649
Change-7,862 (-23%)
Value$1.5M (-$489.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,924 from 26,454
Change-530 (-2%)
Value$1.4K (-$1.5M)
Filed 2026-11-02
Parsons Capital Management Inc
UNCHANGED
Shares23,250 from 23,250
Change0 (0%)
Value$1.3M (-$35.8K)
Filed 2026-10-28
BigSur Wealth Management LLC
UNCHANGED
Shares23,200 from 23,200
Change0 (0%)
Value$1.3M (-$35.7K)
Filed 2026-10-13
Eagle Strategies LLC
INCREASED
Shares21,858 from 21,093
Change+765 (+4%)
Value$1.2M (+$9.9K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares21,394 from 21,377
Change+17 (+0%)
Value$1.2M (-$32.0K)
Filed 2026-10-19
Hyposwiss Advisors SA
UNCHANGED
Shares20,715 from 20,715
Change0 (0%)
Value$1.1M (-$65.5K)
Filed 2026-10-26
GenTrust, LLC
UNCHANGED
Shares20,354 from 20,354
Change0 (0%)
Value$1.1M (-$31.3K)
Filed 2026-11-06
Deutsche Bank Ag\
UNCHANGED
Shares17,700 from 17,700
Change0 (0%)
Value$981.6K (-$27.3K)
Filed 2026-11-06
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares17,610 from 17,610
Change0 (0%)
Value$976.7K (-$27.1K)
Filed 2026-11-04
Hourglass Capital, LLC
UNCHANGED
Shares16,010 from 16,010
Change0 (0%)
Value$887.9K (-$24.7K)
Filed 2026-10-26
Sloy Dahl & Holst, LLC
UNCHANGED
Shares15,085 from 15,085
Change0 (0%)
Value$836.6K (-$23.2K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares14,970 from 14,875
Change+95 (+1%)
Value$830.3K (-$17.7K)
Filed 2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED
Shares14,390 from 14,390
Change0 (0%)
Value$798.1K (-$12.6K)
Filed 2026-10-13
Clearwater Capital Advisors, LLC
UNCHANGED
Shares13,640 from 13,640
Change0 (0%)
Value$756.5K (-$21.0K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares13,268 from 13,052
Change+216 (+2%)
Value$735.8K (-$8.1K)
Filed 2026-11-04
Fulcrum Wealth Advisors, LLC
DECREASED
Shares11,602 from 11,669
Change-67 (-1%)
Value$643.4K (-$21.7K)
Filed 2026-10-16
Hickory Point Bank & Trust
UNCHANGED
Shares11,374 from 11,374
Change0 (0%)
Value$630.8K (-$17.5K)
Filed 2026-10-01
Cooksen Wealth, LLC
INCREASED
Shares11,313 from 11,060
Change+253 (+2%)
Value$624.8K (-$5.6K)
Filed 2026-10-13
Portland Financial Advisors Inc
UNCHANGED
Shares11,131 from 11,131
Change0 (0%)
Value$617.3K (-$17.1K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,274 from 10,314
Change-40 (0%)
Value$569.8K (-$18.1K)
Filed 2026-10-20
Marion Wealth Management
UNCHANGED
Shares10,232 from 10,232
Change0 (0%)
Value$567.5K (-$15.8K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares9,821 from 13,419
Change-3,598 (-27%)
Value$546.7K (-$218.2K)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares9,498 from 9,982
Change-484 (-5%)
Value$526.8K (-$42.2K)
Filed 2026-11-05
Caldwell Sutter Capital, Inc.
INCREASED
Shares8,784 from 8,489
Change+295 (+3%)
Value$487.2K (+$3.3K)
Filed 2026-11-09
Cornerstone Planning Group LLC
INCREASED
Shares8,635 from 8,629
Change+6 (+0%)
Value$476.9K (-$12.7K)
Filed 2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED
Shares8,632 from 8,012
Change+620 (+8%)
Value$478.7K (+$22.0K)
Filed 2026-10-19
AlphaCore Capital LLC
UNCHANGED
Shares8,334 from 8,334
Change0 (0%)
Value$462.2K (-$12.8K)
Filed 2026-11-04
Apollon Wealth Management, LLC
NEW
Shares8,270
Change+8,270
Value$458.7K
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares8,205
Change+8,205
Value$455.0K
Filed 2026-10-28
Investment Partners Asset Management, Inc.
INCREASED
Shares7,575 from 7,306
Change+269 (+4%)
Value$420.1K (+$3.7K)
Filed 2026-10-09
E&G Advisors, LLC
DECREASED
Shares7,549 from 7,569
Change-20 (0%)
Value$418.7K (-$12.8K)
Filed 2026-10-13
Thrive Wealth Management, LLC
INCREASED
Shares7,456 from 7,450
Change+6 (+0%)
Value$413.5K (-$11.1K)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares7,322 from 7,320
Change+2 (+0%)
Value$406.1K (-$11.1K)
Filed 2026-10-20
Bessemer Group Inc
UNCHANGED
Shares7,262 from 7,262
Change0 (0%)
Value$403 (-$413.6K)
Filed 2026-11-09
Sovran Advisors, LLC
INCREASED
Shares6,694 from 6,092
Change+602 (+10%)
Value$373.9K (+$27.7K)
Filed 2026-11-02
Finley Financial, LLC
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$361.6K (-$13.5K)
Filed 2026-10-28
RDA Financial Network
UNCHANGED
Shares6,440 from 6,440
Change0 (0%)
Value$357.2K (-$9.9K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares6,154 from 6,144
Change+10 (+0%)
Value$341.3K (-$8.9K)
Filed 2026-10-19
Belpointe Asset Management LLC
INCREASED
Shares6,120 from 6,119
Change+1 (+0%)
Value$339.5K (-$9.3K)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares5,470 from 5,002
Change+468 (+9%)
Value$303.4K (+$18.3K)
Filed 2026-11-09
HB Wealth Management, LLC
INCREASED
Shares5,466 from 5,464
Change+2 (+0%)
Value$303.1K (-$8.3K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares5,438 from 5,716
Change-278 (-5%)
Value$302 (-$325.7K)
Filed 2026-10-26
Great Valley Advisor Group, Inc.
INCREASED
Shares5,252 from 5,251
Change+1 (+0%)
Value$291.3K (-$8.1K)
Filed 2026-11-09
BLB&B Advisors, LLC
UNCHANGED
Shares4,866 from 4,866
Change0 (0%)
Value$269.9K (-$7.5K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED
Shares4,791 from 4,791
Change0 (0%)
Value$265.7K (-$7.4K)
Filed 2026-11-05
AMG National Trust Bank
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$251.2K (-$7.0K)
Filed 2026-11-05
Plancorp, LLC
UNCHANGED
Shares4,495 from 4,495
Change0 (0%)
Value$250.3K (-$2.6K)
Filed 2026-11-03
Retirement Financial Solutions, LLC
INCREASED
Shares4,441 from 4,437
Change+4 (+0%)
Value$246.3K (-$6.6K)
Filed 2026-10-20
Howard Wealth Management, LLC
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$243.7K (-$6.8K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares4,344 from 4,452
Change-108 (-2%)
Value$240.9K (-$12.8K)
Filed 2026-11-05
Thrivent Financial for Lutherans
NEW
Shares4,338
Change+4,338
Value$238
Filed 2026-11-05
Addison Advisors LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$221.8K (-$6.2K)
Filed 2026-11-06
IPG Investment Advisors LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$216.3K (-$6.0K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
DECREASED
Shares3,827 from 3,840
Change-13 (0%)
Value$212.3K (-$6.6K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares3,732 from 3,707
Change+25 (+1%)
Value$207.0K (-$4.3K)
Filed 2026-11-06
Valmark Advisers, Inc.
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$205.5K (-$5.7K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares3,633 from 3,703
Change-70 (-2%)
Value$201.5K (-$9.6K)
Filed 2026-11-06
Valley Wealth Managers, Inc.
DECREASED
Shares3,391 from 189,717
Change-186,326 (-98%)
Value$188.1K (-$10.6M)
Filed 2026-10-09
Westside Investment Management, Inc.
UNCHANGED
Shares3,356 from 3,356
Change0 (0%)
Value$186.1K (-$5.2K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares3,320 from 4,000
Change-680 (-17%)
Value$184.1K (-$43.9K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$183.5K ($0)
Filed 2026-11-05
West Financial Advisors, LLC
DECREASED
Shares3,158 from 3,305
Change-147 (-4%)
Value$175.1K (-$13.2K)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$166.4K (-$4.6K)
Filed 2026-10-20
Geneos Wealth Management Inc.
DECREASED
Shares2,837 from 19,042
Change-16,205 (-85%)
Value$157.3K (-$928.1K)
Filed 2026-11-09
Russell Investments Group, Ltd.
INCREASED
Shares2,631 from 1
Change+2,630 (+263000%)
Value$145.9K (+$145.9K)
Filed 2026-11-06
Trust Co of Vermont
INCREASED
Shares2,401 from 2,038
Change+363 (+18%)
Value$133.2K (+$17.0K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares1,593
Change+1,593
Value$88.4K
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$86.5K (-$2.4K)
Filed 2026-10-05
Private Trust Co NA
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$82.1K (-$2.3K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares1,466 from 742
Change+724 (+98%)
Value$81.3K (+$39.0K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares1,320 from 177
Change+1,143 (+646%)
Value$73.2K (+$63.1K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares1,281 from 753
Change+528 (+70%)
Value$71.0K (+$28.1K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares1,243 from 2,304
Change-1,061 (-46%)
Value$68.9K (-$62.4K)
Filed 2026-10-16
United Community Bank
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$65.4K (-$1.8K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$56.7K (-$1.6K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares700 from 3,600
Change-2,900 (-81%)
Value$38.5K (-$164.4K)
Filed 2026-10-16
Community Financial Services Group, LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$36.7K (-$1.0K)
Filed 2026-10-15
SBI Securities Co., Ltd.
INCREASED
Shares666 from 657
Change+9 (+1%)
Value$36.9K (-$513)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares629 from 681
Change-52 (-8%)
Value$34.9K (-$3.9K)
Filed 2026-10-08
Clearstead Trust, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.7K (-$770)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
INCREASED
Shares402 from 314
Change+88 (+28%)
Value$22.3K (+$4.4K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$22.2K (-$616)
Filed 2026-10-21
StrongBox Wealth, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$18.9K (-$524)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$18.7K (-$521)
Filed 2026-10-16
Financial Consulate, Inc
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$17.9K (-$495)
Filed 2026-10-23
Vima LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$17.4K (-$484)
Filed 2026-10-23
Zions Bancorporation, National Association
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$17.0K (-$471)
Filed 2026-11-06
Noble Wealth Management PBC
DECREASED
Shares300 from 450
Change-150 (-33%)
Value$16.6K (-$9.0K)
Filed 2026-10-01
Jacobi Capital Management LLC
NEW
Shares290
Change+290
Value$16.1K
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares252 from 251
Change+1 (+0%)
Value$14.0K (-$383)
Filed 2026-10-26
First Horizon Corp
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$13.8K (-$382)
Filed 2026-10-26
Activest Wealth Management
INCREASED
Shares242 from 241
Change+1 (+0%)
Value$13.4K (-$364)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$12.1K (-$336)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares209 from 211
Change-2 (-1%)
Value$11.6K (-$436)
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares200
Change+200
Value$11.1K
Filed 2026-10-13
RMG Wealth Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.1K (-$508)
Filed 2026-10-26
IFG Advisory, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$7.8K (-$217)
Filed 2026-11-09
Ashton Thomas Securities, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$7.7K (-$213)
Filed 2026-10-26
Elevation Wealth Partners, LLC
NEW
Shares132
Change+132
Value$7.3K
Filed 2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.7K (-$185)
Filed 2026-11-04
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$6.1K (-$169)
Filed 2026-11-09
Mather Group, Llc.
NEW
Shares104
Change+104
Value$5.7K
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$5.4K ($0)
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$5.1K (-$136)
Filed 2026-10-23
Kingdom Financial Group Llc.
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$4.1K (-$114)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$4.0K (-$111)
Filed 2026-10-13
Main Street Group, LTD
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.3K (-$92)
Filed 2026-10-28
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.3K (-$62)
Filed 2026-11-09
Quest 10 Wealth Builders, Inc.
DECREASED
Shares11 from 13
Change-2 (-15%)
Value$632 (-$132)
Filed 2026-11-02
Cheviot Value Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$594 (-$16)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 291,745
Change-291,745 (-100%)
Value$0 (-$16.6M)
Filed 2026-11-05
Guardian Partners Inc.
CLOSED
Shares0 from 100,300
Change-100,300 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 26,797
Change-26,797 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-16
Davenport & Co LLC
CLOSED
Shares0 from 7,778
Change-7,778 (-100%)
Value$0 (-$443.4K)
Filed 2026-10-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 5,434
Change-5,434 (-100%)
Value$0 (-$309.7K)
Filed 2026-11-05
Sunesis Advisors, LLC
CLOSED
Shares0 from 4,400
Change-4,400 (-100%)
Value$0 (-$250.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 811
Change-811 (-100%)
Value$0 (-$45.8K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$41.3K)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$39.9K)
Filed 2026-11-06
Eastern Bank
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$27.7K)
Filed 2026-10-05
Evolution Wealth Management Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$448.7K (-$12.5K)
Filed 2026-10-29
Goldman Sachs Group Inc
N/A
Shares— from 2,442,985
Change-2,442,985 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,342,831
Change-1,342,831 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,265,333
Change-1,265,333 (-100%)
Value—
UBS Group AG
N/A
Shares— from 831,141
Change-831,141 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 492,910
Change-492,910 (-100%)
Value—
FMR LLC
N/A
Shares— from 447,535
Change-447,535 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 413,712
Change-413,712 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 395,634
Change-395,634 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 340,760
Change-340,760 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 257,124
Change-257,124 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 193,515
Change-193,515 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 155,318
Change-155,318 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 107,588
Change-107,588 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 93,306
Change-93,306 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 92,700
Change-92,700 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 84,497
Change-84,497 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 79,229
Change-79,229 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,175
Change-63,175 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 61,334
Change-61,334 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 59,896
Change-59,896 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 58,308
Change-58,308 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 56,714
Change-56,714 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 55,507
Change-55,507 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 53,518
Change-53,518 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 48,087
Change-48,087 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 44,620
Change-44,620 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,408
Change-43,408 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 32,540
Change-32,540 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 28,036
Change-28,036 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,551
Change-27,551 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 26,264
Change-26,264 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,479
Change-23,479 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,530
Change-22,530 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 19,020
Change-19,020 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 17,397
Change-17,397 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 16,794
Change-16,794 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 11,507
Change-11,507 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11,095
Change-11,095 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
&partners
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,590
Change-9,590 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 9,517
Change-9,517 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,409
Change-6,409 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 583
Change-583 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 232
Change-232 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 166
Change-166 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4
Change-4 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED501,857530,852-28,995-5%$30.3M$27.8M-$2.4M2026-11-06
Boothe Investment Group, Inc.
INCREASED472,918446,055+26,863+6%$25.4M$26.2M+$802.9K2026-10-22
Bank of New York Mellon Corp
DECREASED268,092421,768-153,676-36%$24.0M$14.9M-$9.2M2026-11-05
Patten & Patten Inc
DECREASED261,596262,566-9700%$15.0M$14.5M-$458.1K2026-10-26
Conning Inc.
UNCHANGED144,030144,03000%$8.2M$8.0M-$221.8K2026-10-27
Sharper & Granite LLC
DECREASED112,969114,024-1,055-1%$6.5M$5.9M-$591.1K2026-11-02
Cathy Pareto & Associates, Inc
DECREASED85,60193,087-7,486-8%$5.3M$4.7M-$558.3K2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED66,52067,460-940-1%$3.8M$3.7K-$3.8M2026-11-02
PFG Advisors
INCREASED53,67351,566+2,107+4%$2.9M$3.0M+$37.4K2026-10-16
Kestra Advisory Services, LLC
INCREASED53,23150,480+2,751+5%$2.9M$3.0M+$74.9K2026-11-02
Fifth Third Bancorp
INCREASED48,61040,268+8,342+21%$2.3M$2.7M+$400.6K2026-11-05
Truist Financial Corp
DECREASED43,73560,671-16,936-28%$3.5M$2.4M-$1.0M2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED42,62842,854-226-1%$2.4M$2.3M-$65.1K2026-10-13
Creative Planning
DECREASED42,62044,043-1,423-3%$2.5M$2.4M-$146.8K2026-11-02
Sage Capital Management, LLC
DECREASED36,82936,891-620%$2.1M$2.0M-$60.3K2026-10-20
Thoroughbred Financial Services, LLC
DECREASED32,65733,255-598-2%$1.9M$1.8K-$1.9M2026-11-09
Laurel OAK Wealth Management, LLC
DECREASED29,68730,896-1,209-4%$1.8M$1.6M-$114.6K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED29,09229,876-784-3%$1.7M$1.6M-$89.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED26,78734,649-7,862-23%$2.0M$1.5M-$489.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED25,92426,454-530-2%$1.5M$1.4K-$1.5M2026-11-02
Parsons Capital Management Inc
UNCHANGED23,25023,25000%$1.3M$1.3M-$35.8K2026-10-28
BigSur Wealth Management LLC
UNCHANGED23,20023,20000%$1.3M$1.3M-$35.7K2026-10-13
Eagle Strategies LLC
INCREASED21,85821,093+765+4%$1.2M$1.2M+$9.9K2026-10-16
New England Private Wealth Advisors LLC
INCREASED21,39421,377+17+0%$1.2M$1.2M-$32.0K2026-10-19
Hyposwiss Advisors SA
UNCHANGED20,71520,71500%$1.2M$1.1M-$65.5K2026-10-26
GenTrust, LLC
UNCHANGED20,35420,35400%$1.2M$1.1M-$31.3K2026-11-06
Deutsche Bank Ag\
UNCHANGED17,70017,70000%$1.0M$981.6K-$27.3K2026-11-06
Karnit Road Accident Victims Compensation Fund
UNCHANGED17,61017,61000%$1.0M$976.7K-$27.1K2026-11-04
Hourglass Capital, LLC
UNCHANGED16,01016,01000%$912.6K$887.9K-$24.7K2026-10-26
Sloy Dahl & Holst, LLC
UNCHANGED15,08515,08500%$859.8K$836.6K-$23.2K2026-10-14
Lido Advisors, LLC
INCREASED14,97014,875+95+1%$847.9K$830.3K-$17.7K2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED14,39014,39000%$810.7K$798.1K-$12.6K2026-10-13
Clearwater Capital Advisors, LLC
UNCHANGED13,64013,64000%$777.5K$756.5K-$21.0K2026-11-06
Citigroup Inc
INCREASED13,26813,052+216+2%$744.0K$735.8K-$8.1K2026-11-04
Fulcrum Wealth Advisors, LLC
DECREASED11,60211,669-67-1%$665.1K$643.4K-$21.7K2026-10-16
Hickory Point Bank & Trust
UNCHANGED11,37411,37400%$648.3K$630.8K-$17.5K2026-10-01
Cooksen Wealth, LLC
INCREASED11,31311,060+253+2%$630.4K$624.8K-$5.6K2026-10-13
Portland Financial Advisors Inc
UNCHANGED11,13111,13100%$634.5K$617.3K-$17.1K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED10,27410,314-400%$587.9K$569.8K-$18.1K2026-10-20
Marion Wealth Management
UNCHANGED10,23210,23200%$583.2K$567.5K-$15.8K2026-10-22
Prospera Financial Services Inc
DECREASED9,82113,419-3,598-27%$764.9K$546.7K-$218.2K2026-11-04
Meridian Wealth Management, LLC
DECREASED9,4989,982-484-5%$569.0K$526.8K-$42.2K2026-11-05
Caldwell Sutter Capital, Inc.
INCREASED8,7848,489+295+3%$483.9K$487.2K+$3.3K2026-11-09
Cornerstone Planning Group LLC
INCREASED8,6358,629+6+0%$489.6K$476.9K-$12.7K2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED8,6328,012+620+8%$456.7K$478.7K+$22.0K2026-10-19
AlphaCore Capital LLC
UNCHANGED8,3348,33400%$475.0K$462.2K-$12.8K2026-11-04
Apollon Wealth Management, LLC
NEW8,270—+8,270——$458.7K—2026-10-23
Partners Wealth Management, LLC
NEW8,205—+8,205——$455.0K—2026-10-28
Investment Partners Asset Management, Inc.
INCREASED7,5757,306+269+4%$416.4K$420.1K+$3.7K2026-10-09
E&G Advisors, LLC
DECREASED7,5497,569-200%$431.4K$418.7K-$12.8K2026-10-13
Thrive Wealth Management, LLC
INCREASED7,4567,450+6+0%$424.7K$413.5K-$11.1K2026-10-13
Next Level Private LLC
INCREASED7,3227,320+2+0%$417.2K$406.1K-$11.1K2026-10-20
Bessemer Group Inc
UNCHANGED7,2627,26200%$414.0K$403-$413.6K2026-11-09
Sovran Advisors, LLC
INCREASED6,6946,092+602+10%$346.1K$373.9K+$27.7K2026-11-02
Finley Financial, LLC
UNCHANGED6,5806,58000%$375.1K$361.6K-$13.5K2026-10-28
RDA Financial Network
UNCHANGED6,4406,44000%$367.1K$357.2K-$9.9K2026-10-15
NWF Advisory Services Inc.
INCREASED6,1546,144+10+0%$350.2K$341.3K-$8.9K2026-10-19
Belpointe Asset Management LLC
INCREASED6,1206,119+1+0%$348.8K$339.5K-$9.3K2026-11-09
Bank of Montreal
INCREASED5,4705,002+468+9%$285.1K$303.4K+$18.3K2026-11-09
HB Wealth Management, LLC
INCREASED5,4665,464+2+0%$311.5K$303.1K-$8.3K2026-10-23
Park Avenue Securities LLC
DECREASED5,4385,716-278-5%$326.0K$302-$325.7K2026-10-26
Great Valley Advisor Group, Inc.
INCREASED5,2525,251+1+0%$299.3K$291.3K-$8.1K2026-11-09
BLB&B Advisors, LLC
UNCHANGED4,8664,86600%$277.4K$269.9K-$7.5K2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED4,7914,79100%$273.1K$265.7K-$7.4K2026-11-05
AMG National Trust Bank
UNCHANGED4,5304,53000%$258.2K$251.2K-$7.0K2026-11-05
Plancorp, LLC
UNCHANGED4,4954,49500%$252.8K$250.3K-$2.6K2026-11-03
Retirement Financial Solutions, LLC
INCREASED4,4414,437+4+0%$252.9K$246.3K-$6.6K2026-10-20
Howard Wealth Management, LLC
UNCHANGED4,3954,39500%$250.5K$243.7K-$6.8K2026-10-28
Nations Financial Group Inc,
DECREASED4,3444,452-108-2%$253.8K$240.9K-$12.8K2026-11-05
Thrivent Financial for Lutherans
NEW4,338—+4,338——$238—2026-11-05
Addison Advisors LLC
UNCHANGED4,0004,00000%$228.0K$221.8K-$6.2K2026-11-06
IPG Investment Advisors LLC
UNCHANGED3,9003,90000%$222.3K$216.3K-$6.0K2026-10-30
Wealthcare Advisory Partners LLC
DECREASED3,8273,840-130%$218.9K$212.3K-$6.6K2026-10-21
Merit Financial Group, LLC
INCREASED3,7323,707+25+1%$211.3K$207.0K-$4.3K2026-11-06
Valmark Advisers, Inc.
UNCHANGED3,7053,70500%$211.2K$205.5K-$5.7K2026-11-06
Moors & Cabot, Inc.
DECREASED3,6333,703-70-2%$211.1K$201.5K-$9.6K2026-11-06
Valley Wealth Managers, Inc.
DECREASED3,391189,717-186,326-98%$10.8M$188.1K-$10.6M2026-10-09
Westside Investment Management, Inc.
UNCHANGED3,3563,35600%$191.3K$186.1K-$5.2K2026-11-02
Parallel Advisors, LLC
DECREASED3,3204,000-680-17%$228.0K$184.1K-$43.9K2026-11-03
Bayban
UNCHANGED3,2203,22000%$183.5K$183.5K$02026-11-05
West Financial Advisors, LLC
DECREASED3,1583,305-147-4%$188.4K$175.1K-$13.2K2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED3,0003,00000%$171.0K$166.4K-$4.6K2026-10-20
Geneos Wealth Management Inc.
DECREASED2,83719,042-16,205-85%$1.1M$157.3K-$928.1K2026-11-09
Russell Investments Group, Ltd.
INCREASED2,6311+2,630+263000%$33$145.9K+$145.9K2026-11-06
Trust Co of Vermont
INCREASED2,4012,038+363+18%$116.2K$133.2K+$17.0K2026-10-21
Latitude Advisors, LLC
NEW1,593—+1,593——$88.4K—2026-10-27
Tompkins Financial Corp
UNCHANGED1,5601,56000%$88.9K$86.5K-$2.4K2026-10-05
Private Trust Co NA
UNCHANGED1,4801,48000%$84.4K$82.1K-$2.3K2026-10-20
Farther Finance Advisors, LLC
INCREASED1,466742+724+98%$42.3K$81.3K+$39.0K2026-10-08
Assetmark, Inc
INCREASED1,320177+1,143+646%$10.1K$73.2K+$63.1K2026-10-21
Gamma Investing LLC
INCREASED1,281753+528+70%$42.9K$71.0K+$28.1K2026-10-08
IFP Advisors, Inc
DECREASED1,2432,304-1,061-46%$131.3K$68.9K-$62.4K2026-10-16
United Community Bank
UNCHANGED1,1801,18000%$67.3K$65.4K-$1.8K2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED1,0221,02200%$58.3K$56.7K-$1.6K2026-11-03
TD Waterhouse Canada Inc.
DECREASED7003,600-2,900-81%$202.8K$38.5K-$164.4K2026-10-16
Community Financial Services Group, LLC
UNCHANGED66866800%$37.7K$36.7K-$1.0K2026-10-15
SBI Securities Co., Ltd.
INCREASED666657+9+1%$37.4K$36.9K-$5132026-10-22
CoreCap Advisors, LLC
DECREASED629681-52-8%$38.8K$34.9K-$3.9K2026-10-08
Clearstead Trust, LLC
UNCHANGED50050000%$28.5K$27.7K-$7702026-11-06
Provenance Wealth Advisors, LLC
INCREASED402314+88+28%$17.9K$22.3K+$4.4K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED40040000%$22.8K$22.2K-$6162026-10-21
StrongBox Wealth, LLC
UNCHANGED34034000%$19.4K$18.9K-$5242026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED33833800%$19.3K$18.7K-$5212026-10-16
Financial Consulate, Inc
UNCHANGED32232200%$18.4K$17.9K-$4952026-10-23
Vima LLC
UNCHANGED31431400%$17.9K$17.4K-$4842026-10-23
Zions Bancorporation, National Association
UNCHANGED30630600%$17.4K$17.0K-$4712026-11-06
Noble Wealth Management PBC
DECREASED300450-150-33%$25.7K$16.6K-$9.0K2026-10-01
Jacobi Capital Management LLC
NEW290—+290——$16.1K—2026-11-05
Lanark Financial, Inc.
INCREASED252251+1+0%$14.3K$14.0K-$3832026-10-26
First Horizon Corp
UNCHANGED24824800%$14.1K$13.8K-$3822026-10-26
Activest Wealth Management
INCREASED242241+1+0%$13.8K$13.4K-$3642026-10-15
Key FInancial Inc
UNCHANGED21821800%$12.4K$12.1K-$3362026-11-02
EverSource Wealth Advisors, LLC
DECREASED209211-2-1%$12.0K$11.6K-$4362026-11-04
Clayton Financial Group LLC
NEW200—+200——$11.1K—2026-10-13
RMG Wealth Management LLC
UNCHANGED20020000%$11.6K$11.1K-$5082026-10-26
IFG Advisory, LLC
UNCHANGED14114100%$8.0K$7.8K-$2172026-11-09
Ashton Thomas Securities, LLC
UNCHANGED13813800%$7.9K$7.7K-$2132026-10-26
Elevation Wealth Partners, LLC
NEW132—+132——$7.3K—2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED12012000%$6.8K$6.7K-$1852026-11-04
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED11011000%$6.3K$6.1K-$1692026-11-09
Mather Group, Llc.
NEW104—+104——$5.7K—2026-10-14
Allworth Financial LP
UNCHANGED949400%$5.4K$5.4K$02026-11-06
Signaturefd, LLC
UNCHANGED919100%$5.2K$5.1K-$1362026-10-23
Kingdom Financial Group Llc.
UNCHANGED747400%$4.2K$4.1K-$1142026-11-04
Harbor Investment Advisory, LLC
UNCHANGED727200%$4.1K$4.0K-$1112026-10-13
Main Street Group, LTD
UNCHANGED606000%$3.4K$3.3K-$922026-10-28
Greykasell Wealth Strategies, Inc.
UNCHANGED424200%$2.4K$2.3K-$622026-11-09
Quest 10 Wealth Builders, Inc.
DECREASED1113-2-15%$764$632-$1322026-11-02
Cheviot Value Management, LLC
UNCHANGED111100%$610$594-$162026-11-09
Elevation Point Wealth Partners, LLC
CLOSED0291,745-291,745-100%$16.6M$0-$16.6M2026-11-05
Guardian Partners Inc.
CLOSED0100,300-100,300-100%$5.7M$0-$5.7M2026-10-21
Robertson Stephens Wealth Management, LLC
CLOSED026,797-26,797-100%$1.5M$0-$1.5M2026-10-16
Davenport & Co LLC
CLOSED07,778-7,778-100%$443.4K$0-$443.4K2026-10-14
Jefferies Financial Group Inc.
CLOSED05,434-5,434-100%$309.7K$0-$309.7K2026-11-05
Sunesis Advisors, LLC
CLOSED04,400-4,400-100%$250.8K$0-$250.8K2026-10-26
International Assets Investment Management, LLC
CLOSED0811-811-100%$45.8K$0-$45.8K2026-11-02
Capital Investment Advisory Services, LLC
CLOSED0725-725-100%$41.3K$0-$41.3K2026-10-30
Institute for Wealth Management, Llc.
CLOSED0700-700-100%$39.9K$0-$39.9K2026-11-06
Eastern Bank
CLOSED0486-486-100%$27.7K$0-$27.7K2026-10-05
Evolution Wealth Management Inc.
CLOSED040-40-100%$2.3K$0-$2.3K2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$461.1K$448.7K-$12.5K2026-10-29
Goldman Sachs Group Inc
N/A—2,442,985-2,442,985-100%$139.3M———
Bank of America Corp
N/A—1,342,831-1,342,831-100%$76.5M———
Morgan Stanley
N/A—1,265,333-1,265,333-100%$72.1M———
UBS Group AG
N/A—831,141-831,141-100%$47.4M———
Wells Fargo & Company
N/A—492,910-492,910-100%$28.1M———
FMR LLC
N/A—447,535-447,535-100%$25.5M———
Rockefeller Capital Management L.P.
N/A—413,712-413,712-100%$23.6M———
Royal Bank of Canada
N/A—395,634-395,634-100%$22.6M———
Raymond James Financial Inc
N/A—340,760-340,760-100%$19.4M———
Vestmark Advisory Solutions, Inc.
N/A—257,124-257,124-100%$14.7M———
Azimuth Capital Investment Management LLC
N/A—193,515-193,515-100%$11.0M———
Pathstone Holdings, LLC
N/A—155,318-155,318-100%$8.9M———
Federation des caisses Desjardins du Quebec
N/A—107,588-107,588-100%$6.1M———
Envestnet Asset Management Inc
N/A—93,306-93,306-100%$5.3M———
Allianz Asset Management GmbH
N/A—92,700-92,700-100%$5.3M———
Jones Financial Companies Lllp
N/A—84,497-84,497-100%$4.7M———
Susquehanna International Group, LLP
N/A—79,229-79,229-100%$4.5M———
Osaic Holdings, Inc.
N/A—63,175-63,175-100%$3.6M———
Janney Montgomery Scott LLC
N/A—61,334-61,334-100%$3.5M———
JPMorgan Chase & Co
N/A—59,896-59,896-100%$3.4M———
Curi Capital, LLC
N/A—58,308-58,308-100%$3.3M———
Huntington National Bank
N/A—56,714-56,714-100%$3.2M———
National Bank of Canada
N/A—55,507-55,507-100%$3.2M———
Citadel Advisors LLC
N/A—53,518-53,518-100%$3.1M———
Jane Street Group, LLC
N/A—48,087-48,087-100%$2.7M———
Ameriprise Financial Inc
N/A—44,620-44,620-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—43,408-43,408-100%$2.5M———
HSBC Holdings PLC
N/A—32,540-32,540-100%$1.9M———
Cerity Partners LLC
N/A—28,036-28,036-100%$1.6M———
Cetera Investment Advisers
N/A—27,551-27,551-100%$1.6M———
UBS Asset Management Americas LLC
N/A—26,264-26,264-100%$1.5M———
Stifel Financial Corp
N/A—23,479-23,479-100%$1.3M———
HighTower Advisors, LLC
N/A—22,530-22,530-100%$1.3M———
M&T Bank Corp
N/A—19,020-19,020-100%$1.1M———
First National Bank of Omaha
N/A—17,397-17,397-100%$985.0K———
Fiduciary Trust Co
N/A—16,794-16,794-100%$957.3K———
United Capital Financial Advisors, LLC
N/A—13,832-13,832-100%$786.7K———
RiverFront Investment Group, LLC
N/A—11,507-11,507-100%$655.9K———
MML Investors Services, LLC
N/A—11,473-11,473-100%$653.9K———
Bogart Wealth, LLC
N/A—11,095-11,095-100%$632.4K———
Focus Partners Wealth
N/A—10,788-10,788-100%$614.9K———
Napier Financial, LLC
N/A—10,533-10,533-100%$600.4K———
Commerce Bank
N/A—10,440-10,440-100%$595.1K———
M. Kulyk & Associates, LLC
N/A—9,943-9,943-100%$566.8K———
&partners
N/A—9,846-9,846-100%$561.2K———
IHT Wealth Management, LLC
N/A—9,590-9,590-100%$546.6K———
Crux Wealth Advisors
N/A—9,517-9,517-100%$542.5K———
NorthRock Partners, LLC
N/A—9,359-9,359-100%$533.5K———
Flow Traders U.S. LLC
N/A—8,098-8,098-100%$462.0K———
Insigneo Advisory Services, LLC
N/A—7,271-7,271-100%$414.4K———
Holderness Investments Co
N/A—7,214-7,214-100%$411.2K———
Alethea Capital Management, LLC
N/A—7,165-7,165-100%$408.4K———
RWA Wealth Partners, LLC
N/A—7,160-7,160-100%$408.1K———
Sanctuary Advisors, LLC
N/A—6,591-6,591-100%$375.7K———
HRT Financial LP
N/A—6,512-6,512-100%$371.0K———
Waverly Advisors, LLC
N/A—6,409-6,409-100%$365.3K———
Kingsview Wealth Management, LLC
N/A—6,346-6,346-100%$361.7K———
Beacon Pointe Advisors, LLC
N/A—6,112-6,112-100%$348.4K———
Cura Wealth Advisors, LLC
N/A—5,982-5,982-100%$341.0K———
Mariner, LLC
N/A—5,585-5,585-100%$318.3K———
Baird Financial Group, Inc.
N/A—5,367-5,367-100%$305.9K———
Scotia Capital Inc.
N/A—5,040-5,040-100%$287.3K———
Private Advisor Group, LLC
N/A—5,010-5,010-100%$285.6K———
WealthTrust Axiom LLC
N/A—4,900-4,900-100%$279.3K———
Chancellor Financial Group WB LP
N/A—4,879-4,879-100%$278.1K———
Brown Advisory Inc
N/A—4,561-4,561-100%$260.0K———
17 Capital Partners, LLC
N/A—4,537-4,537-100%$258.6K———
MAI Capital Management
N/A—4,124-4,124-100%$235.1K———
Savvy Advisors, Inc.
N/A—4,058-4,058-100%$231.3K———
NewEdge Advisors, LLC
N/A—3,950-3,950-100%$225.2K———
Callan Family Office, LLC
N/A—3,650-3,650-100%$208.1K———
Destination Wealth Management
N/A—3,600-3,600-100%$205.2K———
Whittier Trust Co
N/A—3,410-3,410-100%$195.5K———
Steward Partners Investment Advisory, LLC
N/A—3,328-3,328-100%$189.7K———
O'shaughnessy Asset Management, LLC
N/A—3,266-3,266-100%$186.2K———
Bernard Wealth Management Corp.
N/A—3,043-3,043-100%$173.4K———
Blair William & Co
N/A—2,864-2,864-100%$163.2K———
Vanguard National Trust Co
N/A—2,720-2,720-100%$155.0K———
Smartleaf Asset Management LLC
N/A—2,214-2,214-100%$125.4K———
Franklin Resources Inc
N/A—2,014-2,014-100%$114.8K———
Glenmede Trust Co NA
N/A—1,900-1,900-100%$108.3K———
AE Wealth Management LLC
N/A—1,304-1,304-100%$74.3K———
Front Row Advisors LLC
N/A—1,116-1,116-100%$64.8K———
Qube Research & Technologies Ltd
N/A—583-583-100%$33.2K———
Founders Financial Alliance, LLC
N/A—533-533-100%$30.4K———
Ameritas Advisory Services, LLC
N/A—478-478-100%$27.2K———
Glen Eagle Advisors, LLC
N/A—421-421-100%$24.0K———
Global Retirement Partners, LLC
N/A—285-285-100%$16.3K———
Cornerstone Financial Management LLC
N/A—268-268-100%$15.3K———
Vanguard Advisers Inc
N/A—232-232-100%$13.2K———
Strategic Investment Solutions, Inc.
N/A—200-200-100%$11.4K———
Arax Advisory Partners
N/A—166-166-100%$9.5K———
BFC Planning, Inc.
N/A—68-68-100%$3.9K———
Tower Research Capital LLC (TRC)
N/A—4-4-100%$228———
Steigerwald, Gordon & Koch Inc.
N/A—2-2-100%$114———
Boreal Capital Management LLC
N/A—00—$310.1K———
Showing 237 of 237 institutions